Public record / Tickers / NU

NU — Nu Holdings Ltd.

Both disclosure regimes on one name: who in Congress filed about NU, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
17
all PTR rows naming NU
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-23
filed 2025-06-23
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Tommy Tuberville · $100K–$250K

Sale · traded 2023-10-11 → filed 2023-11-16. Ranked over every NU row by the provable lower bound, never a point estimate.

No member disclosed NU in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

6 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING NU · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NU
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-06-23Robert P. Bresnahan, Jr. R–PA-8SaleTraded 05-23 +31d$1K–$15K
2025-05-24Byron Donalds R–FL-19SaleTraded 04-10 +44d$1K–$15K
2025-05-24Byron Donalds R–FL-19Sale · SP (spouse-owned)Traded 04-10 +44d$1K–$15K
2025-04-09Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 03-10 +30d$1K–$15K
2024-11-07Byron Donalds R–FL-19Purchase · SP (spouse-owned)Traded 10-01 +37d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 17 ↗

Members active in NU

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed NU in the trailing 12 months.

Congress ↔ notable managers · NU

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · NU HLDGS LTD

Merged timeline of congressional filings and notable-manager moves on NU
DateWhoChangeSize
2026-05-15Lone Pine Capital 13Fadd+8,380,988 sh
2026-05-15D1 Capital Partners 13Fnew+25,890,701 sh
2026-05-15Coatue Management 13Ftrim−16,416,787 sh
2026-05-15Moore Capital Management 13Fexit−614,240 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of NU for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$4.9B1
2BAILLIE GIFFORD & CO$3.5B1
3MORGAN STANLEY$2.0B1
4Capital Research Global Investors$1.8B1
5STATE STREET CORP$1.3B1
6FMR LLC$1.1B1
7WCM INVESTMENT MANAGEMENT, LLC$984M1
8BANK OF AMERICA CORP /DE/$661M1
9LONE PINE CAPITAL LLC$546M1
10JENNISON ASSOCIATES LLC$515M1
11LARCH CAPITAL PARTNERS LLC$514M1
12SANDS CAPITAL MANAGEMENT, LLC$493M1
13Kontiki Capital Management (HK) Ltd.$469M1
14Assenagon Asset Management S.A.$468M1
15Legal & General Group Plc$433M1
16Ribbit Management Company, LLC$424M1
17COATUE MANAGEMENT LLC$422M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$391M1
19NORTHERN TRUST CORP$390M1
20D1 Capital Partners L.P.$372M1
21FIL Ltd$343M1
22MAVERICK CAPITAL LTD$323M1
23SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.$321M1
24Abu Dhabi Investment Council Co P.J.S.C$316M1
25CANADA PENSION PLAN INVESTMENT BOARD$305M1
26ATMOS CAPITAL GESTAO DE RECURSOS LTDA.$259M1
27Coronation Fund Managers Ltd.$258M1
28RENAISSANCE TECHNOLOGIES LLC$234M1
29BANK OF NOVA SCOTIA$232M1
30ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$213M1
31Robeco Institutional Asset Management B.V.$201M1
32a16z Perennial Management, L.P.$199M1
33Amundi$190M1
34Aberdeen Group plc$190M1
35Nuveen, LLC$183M1
36WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$176M1
37CITIGROUP INC$167M1
38JACOBS LEVY EQUITY MANAGEMENT, INC$161M1
39Palestra Capital Management LLC$160M1
40TIGER GLOBAL MANAGEMENT LLC$159M1
41VANGUARD ASSET MANAGEMENT, Ltd$155M1
42WASHINGTON UNIVERSITY$152M1
43WASATCH ADVISORS LP$144M1
44VANGUARD PORTFOLIO MANAGEMENT LLC$144M1
45SurgoCap Partners LP$142M1
46SEI INVESTMENTS CO$134M1
47Artisan Partners Limited Partnership$134M1
48TWO SIGMA INVESTMENTS, LP$132M1
49Polar Capital Holdings Plc$119M1
50Man Group plc$116M1
51Foxhaven Asset Management, LP$116M1
52AMERICAN CENTURY COMPANIES INC$114M1
53HSBC HOLDINGS PLC$112M1
54Mawer Investment Management Ltd.$111M1
55Capital International Investors$105M1
56ADVENT INTERNATIONAL, L.P.$105M1
57Kora Management LP$104M1
58Invesco Ltd.$104M1
59Mitsubishi UFJ Trust & Banking Corp$102M1
60ALLIANCEBERNSTEIN L.P.$101M1
61Qube Research & Technologies Ltd$99.8M1
62USS Investment Management Ltd$98.5M1
63Sharp Capital Gestora de Recursos Ltda.$95.4M1
64Swiss National Bank$94.2M1
65Sands Capital Alternatives, LLC$93.9M1
66Capital World Investors$88.1M1
67Perpetual Ltd$86.4M1
68CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$86.4M1
69UBS Group AG$84.3M1
70DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.$79.3M1
71Orbis Allan Gray Ltd$78.8M1
72Holocene Advisors, LP$78.4M1
73Avala Global LP$71.3M1
74Dragoneer Investment Group, LLC$71.2M1
75ROYAL LONDON ASSET MANAGEMENT LTD$68.3M1
76Ballentine Partners, LLC$67.1M1
771832 Asset Management L.P.$66.3M1
78SUSQUEHANNA INTERNATIONAL GROUP, LLP$65.1M1
79Pictet Asset Management Holding SA$64.6M1
80Clearbridge Investments, LLC$63.3M1
81IEQ CAPITAL, LLC$61.8M1
82Strategy Capital LLC$61.6M1
83WELLINGTON MANAGEMENT GROUP LLP$61.2M1
84Absoluto Partners Gestao de Recursos Ltda$61.0M1
85Mitsubishi UFJ Asset Management Co., Ltd.$59.9M1
86ENVESTNET ASSET MANAGEMENT INC$58.7M1
87AXIOM INVESTORS LLC /DE$58.0M1
88Navi International - Administradora e Gestora de Recursos Financeiros Ltda.$57.6M1
89MILLENNIUM MANAGEMENT LLC$56.6M1
90Comprehensive Financial Management LLC$55.4M1
91CITADEL ADVISORS LLC$54.5M1
92BAMCO INC /NY/$50.7M1
93NATIXIS$50.7M1
94NEW YORK STATE COMMON RETIREMENT FUND$50.5M1
95Quantinno Capital Management LP$50.0M1
96D. E. Shaw & Co., Inc.$49.1M1
97Tidal Investments LLC$48.7M1
98NZS Capital, LLC$45.1M1
99Alta Park Capital, LP$44.4M1
100CROSSLINK CAPITAL INC$44.3M1
101LONG WALK MANAGEMENT LP$42.2M1
102Focus Partners Wealth$41.8M1
103VANGUARD CAPITAL MANAGEMENT LLC$41.6M1
104ThornTree Capital Partners LP$40.6M1
105Milestones Administradora de Recursos Ltda.$40.3M1
106LAZARD ASSET MANAGEMENT LLC$39.5M1
107PUBLIC SECTOR PENSION INVESTMENT BOARD$38.9M1
108STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$38.9M1
109INVESTMENT HOUSE LLC$37.1M1
110Kinetic Partners Management, LP$36.2M1
111VOYA INVESTMENT MANAGEMENT LLC$35.3M1
112Senator Investment Group LP$35.2M1
113STOREBRAND ASSET MANAGEMENT AS$34.4M1
114AustralianSuper Pty Ltd$34.2M1
115SEB Asset Management AB$34.1M1
116National Philanthropic Trust$33.5M1
117Mariner, LLC$32.8M1
118DISCOVERY CAPITAL MANAGEMENT, LLC / CT$32.2M1
119BNP Paribas Asset Management Holding S.A.$31.9M1
120L1 Capital Pty Ltd$30.6M1
121SALEM INVESTMENT COUNSELORS INC$30.4M1
122State of New Jersey Common Pension Fund D$29.5M1
123BALYASNY ASSET MANAGEMENT L.P.$28.1M1
124NOMURA ASSET MANAGEMENT CO LTD$27.9M1
125BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$27.2M1
126NORDEA INVESTMENT MANAGEMENT AB$26.6M1
127Truxt Investmentos Ltda.$26.5M1
128Point72 Asset Management, L.P.$25.1M1
129UNTITLED INVESTMENTS LP$24.4M1
130MUFG Securities EMEA plc$24.3M1
131Nixon Capital, LLC$24.3M1
132Octahedron Capital Management L.P.$24.2M1
133MayTech Global Investments, LLC$24.2M1
134EXCHANGE TRADED CONCEPTS, LLC$23.6M1
135CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$23.3M1
136DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$22.2M1
137INCA Investments LLC$21.8M1
138CREDIT AGRICOLE S A$21.5M1
139Genoa Capital Gestora de Recursos Ltda.$20.7M1
140Allianz Asset Management GmbH$20.4M1
141Unison Asset Management LLC$20.3M1
142Legend Capital Advisors LLC$20.0M1
143AQR CAPITAL MANAGEMENT LLC$20.0M1
144Korea Investment CORP$19.7M1
145Fiera Capital Corp$19.6M1
146Squarepoint Ops LLC$18.8M1
147Gemsstock Ltd.$18.7M1
148FIRST TRUST ADVISORS LP$18.5M1
149Cerity Partners LLC$17.9M1
150POLEN CAPITAL MANAGEMENT LLC$17.5M1
151BANK OF MONTREAL /CAN/$17.1M1
152ROYAL BANK OF CANADA$16.1M1
153Eurizon Capital SGR S.p.A.$16.0M1
154WINTON GROUP Ltd$15.6M1
155INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$15.4M1
156BARINGS LLC$15.2M1
157University of Wisconsin Foundation$14.8M1
158VR Advisory Services Ltd$14.4M1
159Aquamarine Financial (Cayman) Ltd$14.4M1
160VOLORIDGE INVESTMENT MANAGEMENT, LLC$14.4M1
161PANAGORA ASSET MANAGEMENT INC$14.2M1
162Capital International, Inc./CA/$14.1M1
163University of Illinois Foundation$13.9M1
164Absolute Gestao de Investimentos Ltda.$13.8M1
165Saraza Management, LP$13.5M1
166LPL Financial LLC$13.5M1
167Trexquant Investment LP$13.4M1
168HighTower Advisors, LLC$13.1M1
169MANUFACTURERS LIFE INSURANCE COMPANY, THE$13.0M1
170Zurcher Kantonalbank (Zurich Cantonalbank)$12.8M1
171Banco Santander, S.A.$12.7M1
172VANGUARD FIDUCIARY TRUST CO$12.6M1
173TB Capital Gestao de Recursos Ltda.$12.6M1
174National Pension Service$12.5M1
175Resona Asset Management Co.,Ltd.$12.5M1
176Jordan Park Group LLC$12.3M1
177Janus Henderson Group Ltd.$12.2M1
178THORNBURG INVESTMENT MANAGEMENT INC$12.1M1
179Brevan Howard Capital Management LP$12.0M1
180Nishkama Capital, LLC$12.0M1
181Asset Management One Co., Ltd.$11.7M1
182FRANKLIN RESOURCES INC$11.3M1
183STIFEL FINANCIAL CORP$11.3M1
184Tredje AP-fonden$11.1M1
185Mizuho Markets Cayman LP$11.1M1
186WELLS FARGO & COMPANY/MN$11.0M1
187BOOTHBAY FUND MANAGEMENT, LLC$10.7M1
188Connor, Clark & Lunn Investment Management Ltd.$10.6M1
189GILDER GAGNON HOWE & CO LLC$10.5M1
190LTS Liquid Investments LLC$10.5M1
191Voleon Capital Management LP$10.5M1
192MACKENZIE FINANCIAL CORP$10.4M1
19371 West Capital Partners$10.1M1
194Vanguard Investments Australia, Ltd.$10.0M1
195Kapitalo Investimentos Ltda$10.0M1
196TD ASSET MANAGEMENT INC$9.9M1
197IMC-Chicago, LLC$9.8M1
198ARDSLEY ADVISORY PARTNERS LP$9.7M1
199PDT Partners, LLC$9.7M1
200SELDON CAPITAL LP$9.7M1
201Lansforsakringar Fondforvaltning AB (publ)$9.6M1
202Azora Capital LP$9.6M1
203Carnegie Investment Counsel$9.3M1
204Pathstone Holdings, LLC$9.2M1
205LBP AM SA$9.1M1
206GFS Advisors, LLC$9.0M1
207Sagil Capital LLP$8.6M1
208NLB Skladi, upravljanje premozenja, d.o.o.$8.5M1
209XPONANCE LLC$8.3M1
210Groupe la Francaise$8.3M1
211Creative Planning$8.3M1
212TEACHER RETIREMENT SYSTEM OF TEXAS$8.1M1
213DNCA FINANCE$7.8M1
214Utah Retirement Systems$7.8M1
215PBCay One RSC Ltd$7.7M1
216Spear Holdings RSC Ltd$7.7M1
217DEEPWATER ASSET MANAGEMENT, LLC$7.6M1
218General Equity Holdings LP$7.5M1
219BTG Pactual Asset Management US LLC$7.4M1
220Northside Capital Management, LLC$7.4M1
221CHARLES SCHWAB INVESTMENT MANAGEMENT INC$7.3M1
222MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC$7.3M1
223OSSIAM$7.2M1
224Kera Capital Partners, Inc.$6.7M1
225SYLEBRA CAPITAL LLC$6.7M1
226CIBC Bancorp USA Inc.$6.6M1
227RAYMOND JAMES FINANCIAL INC$6.6M1
228FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$6.5M1
229FEDERATED HERMES, INC.$6.4M1
230Atom Investors LP$6.4M1
231Explore Capital Management, LLC$6.3M1
232Walleye Capital LLC$6.3M1
233Lombard Odier Asset Management (Europe) Ltd$6.3M1
234Calamos Advisors LLC$6.3M1
235Calamos Wealth Management LLC$6.3M1
236Aquatic Capital Management LLC$6.3M1
237Federation des caisses Desjardins du Quebec$6.2M1
238Proem Advisors LLC$6.1M1
239Varma Mutual Pension Insurance Co$6.1M1
240KIDS CAPITAL MANAGEMENT, L.P.$6.0M1
241Cetera Investment Advisers$6.0M1
242Empowered Funds, LLC$6.0M1
243NATIONAL BANK OF CANADA /FI/$5.9M1
244GCM Grosvenor Holdings, LLC$5.8M1
245Parametrica Management Ltd$5.4M1
246Banque Cantonale Vaudoise$5.3M1
247PEAK6 LLC$5.3M1
248COMMONWEALTH EQUITY SERVICES, LLC$5.2M1
249Engineers Gate Manager LP$5.2M1
250Moran Wealth Management, LLC$5.2M1
251Vident Advisory, LLC$5.1M1
252COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.0M1
253IFM Investors Pty Ltd$5.0M1
254AMF Tjanstepension AB$4.9M1
255Rockefeller Capital Management L.P.$4.8M1
256Vanguard Global Advisers, LLC$4.7M1
257Militia Capital Management LLC$4.6M1
258Edgestream Partners, L.P.$4.5M1
259Fairtree Asset Management (Pty) Ltd$4.3M1
260MACQUARIE GROUP LTD$4.3M1
261Candriam S.C.A.$4.3M1
262DIMENSIONAL FUND ADVISORS LP$4.3M1
263Headlands Technologies LLC$4.3M1
264Steward Partners Investment Advisory, LLC$4.3M1
265NISSAY ASSET MANAGEMENT CORP /JAPAN$4.2M1
266FirstWave Capital Management LLC$4.2M1
267WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.1M1
268VPR Management LLC$4.1M1
269CLOVERFIELDS CAPITAL GROUP, LP$4.1M1
270VestGen Advisors, LLC$4.1M1
271Bank Julius Baer & Co. Ltd, Zurich$4.0M1
272BROWN ADVISORY INC$4.0M1
273Metavasi Capital LP$4.0M1
274Monolith Management Ltd$4.0M1
275Finivi Inc.$3.9M1
276MERCER GLOBAL ADVISORS INC /ADV$3.8M1
277Interval Partners, LP$3.8M1
278M&T BANK CORP$3.7M1
279Baader Bank Aktiengesellschaft$3.7M1
280ING GROEP NV$3.7M1
281Jasper Ridge Partners, L.P.$3.7M1
282Lido Advisors, LLC$3.6M1
283CenterBook Partners LP$3.5M1
284ABS Direct Equity Fund LLC$3.5M1
285Banco BTG Pactual S.A.$3.5M1
286Schonfeld Strategic Advisors LLC$3.4M1
287CIBC Asset Management Inc$3.3M1
288UDINE WEALTH MANAGEMENT, INC.$3.2M1
289PETREDIS INVESTMENT ADVISORS LLC$3.1M1
290SCHWARTZ INVESTMENT COUNSEL INC$3.1M1
291Daiwa Securities Group Inc.$3.1M1
292CHANNEL WEALTH LLC$3.0M1
293Investidor Profissional Gestao de Recursos Ltda.$3.0M1
294AIGEN INVESTMENT MANAGEMENT, LP$2.9M1
295Sequoia Financial Advisors, LLC$2.8M1
296JT Stratford LLC$2.8M1
297BBR PARTNERS, LLC$2.8M1
298Sumitomo Mitsui DS Asset Management Company, Ltd$2.7M1
299Cumberland Partners Ltd$2.7M1
300Sava Infond d.o.o.$2.7M1
30112 West Capital Management LP$2.7M1
302O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.6M1
303WORLDQUANT MILLENNIUM ADVISORS LLC$2.6M1
304MIRABELLA FINANCIAL SERVICES LLP$2.6M1
305MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.6M1
306TD Waterhouse Canada Inc.$2.6M1
307Mirae Asset Global Investments Co., Ltd.$2.6M1
308Aragon Global Management, LP$2.6M1
309Adalta Capital Management LLC$2.5M1
310PMC FIG Opportunities LLC$2.4M1
311PRUDENTIAL PLC$2.4M1
312Jain Global LLC$2.4M1
313Faithward Advisors, LLC$2.4M1
314TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$2.4M1
315Ensign Peak Advisors, Inc$2.4M1
316Triasima Portfolio Management inc.$2.3M1
317PRUDENTIAL FINANCIAL INC$2.2M1
318Orion Porfolio Solutions, LLC$2.2M1
319Corient Private Wealth LLC$2.2M1
320PARUS FINANCE (UK) Ltd$2.1M1
321PRINCIPAL FINANCIAL GROUP INC$2.1M1
322FACTORY MUTUAL INSURANCE CO$2.1M1
323MATAURO, LLC$2.1M1
324Vinva Investment Management Ltd$2.1M1
325FIRST NATIONAL BANK OF OMAHA$2.1M1
326Sullivan Wood Capital Management LLC$2.1M1
327J. Goldman & Co LP$2.0M1
328Accuvest Global Advisors$2.0M1
329Prospera Financial Services Inc$2.0M1
330Integrated Quantitative Investments LLC$2.0M1
331BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.9M1
332Marex Group Ltd$1.9M1
333Bensler, LLC$1.8M1
334Advisors Asset Management, Inc.$1.8M1
335DRW Securities, LLC$1.8M1
336OSAIC HOLDINGS, INC.$1.8M1
337Cache Advisors, LLC$1.8M1
338Concurrent Investment Advisors, LLC$1.8M1
339ABN AMRO INVESTMENT SOLUTIONS$1.7M1
340Optiver Holding B.V.$1.7M1
341Diametric Capital, LP$1.7M1
342Qsemble Capital Management, LP$1.7M1
343DiNuzzo Private Wealth, Inc.$1.6M1
344ELEVATION POINT WEALTH PARTNERS, LLC$1.6M1
345INTECH INVESTMENT MANAGEMENT LLC$1.6M1
346MEITAV INVESTMENT HOUSE LTD$1.6M1
347SHELTON WEALTH MANAGEMENT, LLC$1.6M1
348Fideuram Asset Management (Ireland) dac$1.6M1
349Qtron Investments LLC$1.5M1
350NFJ INVESTMENT GROUP, LLC$1.5M1
351Callan Family Office, LLC$1.5M1
352Black Swift Group, LLC$1.5M1
353Virtus Investment Advisers, LLC$1.5M1
354Eurizon SLJ Capital Ltd$1.5M1
355Prasad Wealth Partners, LLC$1.5M1
356Atria Investments, Inc$1.4M1
357Frank, Rimerman Advisors LLC$1.4M1
358Gordian Capital Singapore Pte Ltd$1.4M1
359North Dakota State Investment Board$1.4M1
360Empire Financial Management Company, LLC$1.4M1
361GC Wealth Management RIA, LLC$1.4M1
362GLENMEDE TRUST CO NA$1.4M1
363Snowden Capital Advisors LLC$1.4M1
364Harbour Capital Advisors, LLC$1.3M1
365NOMURA HOLDINGS INC$1.3M1
366Intellectus Partners, LLC$1.3M1
367Graham Capital Management, L.P.$1.3M1
368CHOREO, LLC$1.2M1
369Capital International Sarl$1.2M1
370CastleKnight Management LP$1.2M1
371Crossmark Global Holdings, Inc.$1.2M1
372Avestar Capital, LLC$1.2M1
373CWM, LLC$1.2M1
374Private Advisor Group, LLC$1.2M1
375OPPENHEIMER & CO INC$1.2M1
376SCS Capital Management LLC$1.2M1
377TPG Financial Advisors, LLC$1.2M1
378Alesco Advisors, LLC, An ESL Co$1.1M1
379Itau Unibanco Holding S.A.$1.1M1
380PRELUDE CAPITAL MANAGEMENT, LLC$1.1M1
381Magnus Financial Group LLC$1.1M1
382OneDigital Investment Advisors LLC$1.1M1
383Vanguard Personalized Indexing Management, LLC$1.1M1
384AXQ CAPITAL, LP$1.1M1
385MML INVESTORS SERVICES, LLC$1.1M1
386BIT Capital GmbH$1.1M1
387Caitong International Asset Management Co., Ltd$1.1M1
388IPG Investment Advisors LLC$1.1M1
389Circle Wealth Management, LLC$1.1M1
390Pilgrim Partners Asia Pte Ltd$1.0M1
391Greenland Capital Management LP$1.0M1
392Eschler Asset Management LLP$1.0M1
393Altrafin AG$1.0M1
394TRUIST FINANCIAL CORP$1.0M1
395Legacy Bridge, LLC$1000K1
396Salvus Wealth Management, LLC$999K1
397Redmond Asset Management, LLC$995K1
398Vontobel Holding Ltd.$991K1
399Vestmark Advisory Solutions, Inc.$985K1
400WISCONSIN CAPITAL MANAGEMENT LLC$976K1
401Persistent Asset Partners Ltd$965K1
402Triumph Capital Management$946K1
403AlTi Global, Inc.$940K1
404State of Wyoming$905K1
405CITIZENS FINANCIAL GROUP INC/RI$903K1
406REGIONS FINANCIAL CORP$900K1
407QUADRANT CAPITAL GROUP LLC$873K1
408Equitable Holdings, Inc.$870K1
409Knollwood Investment Advisory, LLC$859K1
410Sand Hill Global Advisors, LLC$839K1
411Blueshift Asset Management, LLC$828K1
412Tradition Wealth Management, LLC$815K1
413NewEdge Wealth, LLC$799K1
414Stokes Family Office, LLC$791K1
415Summit Trail Advisors, LLC$782K1
416United Asset Strategies, Inc.$779K1
417Cornerstone Wealth Group, LLC$774K1
418MBM WEALTH CONSULTANTS, LLC$768K1
419DIVERSIFY WEALTH MANAGEMENT, LLC$761K1
420Wedmont Private Capital$757K1
421Clear Street Group Inc.$755K1
422Compound Planning, Inc.$751K1
423CIBC WORLD MARKET INC.$745K1
424Machina Capital S.A.S.$742K1
425Henshaw Capital LLC$739K1
426Focus Partners Advisor Solutions, LLC$720K1
427Legacy Wealth Asset Management, LLC$716K1
428HighVista Strategies LLC$712K1
429INSIGNEO ADVISORY SERVICES, LLC$709K1
430NEW VERNON INVESTMENT MANAGEMENT LLC$709K1
431HB Wealth Management, LLC$695K1
432VERUS CAPITAL PARTNERS, LLC$689K1
433PERSONAL CFO SOLUTIONS, LLC$676K1
434Pekin Hardy Strauss, Inc.$673K1
435MAI Capital Management$659K1
436Sanctuary Advisors, LLC$655K1
437Dakota Wealth Management$654K1
438Fore Capital, LLC$647K1
439SIH Partners, LLLP$646K1
440J2 Capital Management Inc$627K1
441Cresset Asset Management, LLC$624K1
442ExodusPoint Capital Management, LP$623K1
443Laird Norton Wetherby Trust Company, LLC$606K1
444Merit Financial Group, LLC$603K1
445Larry Mathis Financial Planning, LLC$597K1
446Pathfinder Wealth Consulting, Inc.$595K1
447Kestra Advisory Services, LLC$591K1
448Modern Wealth Management, LLC$576K1
449Bridgefront Capital, LLC$551K1
450BLAIR WILLIAM & CO/IL$546K1
451Bleakley Financial Group, LLC$545K1
452Diversify Advisory Services, LLC$544K1
453Financial Perspectives, Inc$542K1
454Blue Trust, Inc.$538K1
455TWO SIGMA SECURITIES, LLC$534K1
456NewEdge Advisors, LLC$512K1
457Arkfeld Wealth Strategies, L.L.C.$488K1
458Verdence Capital Advisors LLC$487K1
459MMBG INVESTMENT ADVISORS CO.$484K1
460EVERGREEN CAPITAL MANAGEMENT LLC$470K1
461US BANCORP \DE\$459K1
462WEALTH ALLIANCE, LLC$456K1
463Americana Partners, LLC$456K1
464GRANVILLE CAPITAL, INC.$452K1
465Solstein Capital, LLC$437K1
466LWM Advisory Services, LLC$434K1
467QUATTRO FINANCIAL ADVISORS LLC$431K1
468BHK Investment Advisors, LLC$431K1
469Bayesian Capital Management, LP$430K1
470Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$429K1
471Vise Technologies, Inc.$426K1
472GeoWealth Management, LLC$424K1
473Quantum Portfolio Management LLC$423K1
474Larson Financial Group LLC$422K1
475COLDSTREAM CAPITAL MANAGEMENT INC$421K1
476Osmosis Investment Management UK Ltd$418K1
477NWAM LLC$416K1
478Mason & Associates Inc$416K1
479Dynasty Wealth Management, LLC$411K1
480ARMISTICE CAPITAL, LLC$409K1
481Limestone Investment Advisors LP$406K1
482DAVENPORT & Co LLC$401K1
483PING CAPITAL MANAGEMENT, INC.$389K1
484Fortis Capital Management LLC$385K1
485PICTON MAHONEY ASSET MANAGEMENT$383K1
486MLP3, LLC$382K1
487SHEETS SMITH WEALTH MANAGEMENT$374K1
488Aaron Wealth Advisors LLC$371K1
489&PARTNERS$371K1
490Bluebird Wealth Management LLC$364K1
491Indivisible Partners$360K1
492Siren, L.L.C.$359K1
493DKRT Investments Corp.$359K1
494Caprock Group, LLC$359K1
495EdgePoint Investment Group Inc.$352K1
496ELEMENT POINTE ADVISORS, LLC$348K1
497Brooklyn Investment Group$341K1
498Lighthouse Investment Partners, LLC$334K1
499Orion Capital Management LLC$329K1
500Krane Funds Advisors LLC$328K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on NU

RETAINED WINDOW · ACTIVE HITS

Zero hits on NU in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for NU · financials and macro

Financials — as filed PLANNED

NU's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: NU on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing