Public record / Tickers / NVO

NVO — NOVO NORDISK A S

Both disclosure regimes on one name: who in Congress filed about NVO, 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
39
all PTR rows naming NVO
Members · 12m
3
3 buys · 2 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

Daniel S. Goldman · $250K–$500K

Sale · traded 2023-07-10 → filed 2023-08-13. Ranked over every NVO row by the provable lower bound, never a point estimate.

3 members · 3 buys / 2 sells

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

11 rows filed past 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

21 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. 21 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING NVO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NVO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-30 LATE·113d$15K–$50K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-10-22Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 09-11 +41d$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 39 ↗

Members active in NVO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing NVO in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Alan Armstrong R–OK1$15.0K to $50.0K2
Marjorie Taylor Greene R–GA-141$1.0K to $15.0K

3 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · NVO

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $15K–$50K
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Adding
1 Tudor Investment Corp $16.2M held
Trimming
1 Gotham Asset Management $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · NOVO-NORDISK A S

Merged timeline of congressional filings and notable-manager moves on NVO
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$15K–$50K
2026-05-15Tudor Investment Corp 13Fadd+206,349 sh
2026-05-15Gotham Asset Management 13Fexit−3,987 sh

3 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

full holders view ↗
Top institutional holders of NVO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1DODGE & COX$711M1
2FRANKLIN RESOURCES INC$591M1
3Capital International Investors$425M1
4SUSQUEHANNA INTERNATIONAL GROUP, LLP$408M1
5MORGAN STANLEY$399M1
6BANK OF AMERICA CORP /DE/$396M1
7ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$288M1
8TWO SIGMA INVESTMENTS, LP$231M1
9STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$226M1
10STATE STREET CORP$223M1
11Capital World Investors$191M1
12UBS Group AG$168M1
13ROYAL BANK OF CANADA$166M1
14ENVESTNET ASSET MANAGEMENT INC$146M1
15NORTHERN TRUST CORP$134M1
16WELLS FARGO & COMPANY/MN$134M1
17RAYMOND JAMES FINANCIAL INC$130M1
18RENAISSANCE TECHNOLOGIES LLC$125M1
19BARCLAYS PLC$121M1
20BlackRock, Inc.$108M1
21MARKEL GROUP INC.$105M1
22CITADEL ADVISORS LLC$101M1
23JPMORGAN CHASE & CO$99.1M1
24MAVERICK CAPITAL LTD$76.4M1
25D. E. Shaw & Co., Inc.$74.9M1
26JANE STREET GROUP, LLC$74.4M1
27NATIXIS$73.7M1
28Holocene Advisors, LP$64.2M1
29CITIGROUP INC$56.9M1
30Rockefeller Capital Management L.P.$52.7M1
31MILLENNIUM MANAGEMENT LLC$51.8M1
32FMR LLC$49.7M1
33LPL Financial LLC$48.6M1
34DIMENSIONAL FUND ADVISORS LP$46.0M1
35BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$45.1M1
36AMERICAN CENTURY COMPANIES INC$44.5M1
37CAUSEWAY CAPITAL MANAGEMENT LLC$43.2M1
38STIFEL FINANCIAL CORP$42.5M1
39UNITED CAPITAL FINANCIAL ADVISORS, LLC$38.7M1
40Quadrature Capital Ltd$37.8M1
41Trexquant Investment LP$36.1M1
42MENORA MIVTACHIM HOLDINGS LTD.$34.0M1
43HSBC HOLDINGS PLC$32.7M1
44Invesco Ltd.$32.6M1
45OPPENHEIMER ASSET MANAGEMENT INC.$30.7M1
46TRUIST FINANCIAL CORP$29.8M1
47IMC-Chicago, LLC$29.5M1
48SMITH CHAS P & ASSOCIATES PA CPAS$29.5M1
49FARALLON CAPITAL MANAGEMENT, L.L.C.$28.7M1
50WCM INVESTMENT MANAGEMENT, LLC$28.6M1
51NATIONAL BANK OF CANADA /FI/$26.1M1
52Marex Group Ltd$25.9M1
53Corient Private Wealth LLC$23.6M1
54BANK OF MONTREAL /CAN/$21.6M1
55Walleye Capital LLC$21.3M1
56CIBC WORLD MARKET INC.$20.2M1
57SEI INVESTMENTS CO$17.9M1
58Pictet Asset Management Holding SA$17.8M1
59Aberdeen Group plc$17.7M1
60NICHOLS & PRATT ADVISERS LLP /MA$17.7M1
61Cerity Partners LLC$17.4M1
62NOMURA HOLDINGS INC$17.0M1
63Creative Planning$16.6M1
64Private Advisory Group LLC$16.5M1
65TUDOR INVESTMENT CORP ET AL$16.2M1
66JIA INVESTMENT ALLIANCE PTE. LTD.$15.7M1
67CORDA Investment Management, LLC.$15.3M1
68Ensign Peak Advisors, Inc$14.7M1
69Cetera Investment Advisers$14.6M1
70U.S. Capital Wealth Advisors, LLC$14.2M1
71BALYASNY ASSET MANAGEMENT L.P.$14.1M1
72Traynor Capital Management, Inc.$14.0M1
73CHARLES SCHWAB INVESTMENT MANAGEMENT INC$14.0M1
74SCOTIA CAPITAL INC.$14.0M1
75Walleye Trading LLC$13.9M1
76CIM, LLC$13.8M1
77Engineers Gate Manager LP$13.4M1
78CREDIT AGRICOLE S A$13.2M1
79Foresight Global Investors, Inc.$13.1M1
80Quantinno Capital Management LP$12.9M1
81OSAIC HOLDINGS, INC.$12.6M1
82Focus Partners Wealth$12.5M1
83CAMBIAR INVESTORS LLC$12.2M1
84Modera Wealth Management, LLC$12.2M1
85Mariner, LLC$12.1M1
86Simplify Asset Management Inc.$12.0M1
87Pathstone Holdings, LLC$12.0M1
88CLIFFORD SWAN INVESTMENT COUNSEL LLC$11.9M1
89Baird Financial Group, Inc.$11.8M1
90Prospera Financial Services Inc$11.6M1
91Clear Street Group Inc.$10.9M1
92EASTERN BANK$10.7M1
93Vontobel Holding Ltd.$10.7M1
94DIVIDEND ASSETS CAPITAL, LLC$10.0M1
95CANTOR FITZGERALD, L. P.$9.6M1
96RPG Investment Advisory, LLC$9.6M1
97SALT Holding Corp.$9.4M1
98US BANCORP \DE\$9.2M1
99COMMONWEALTH EQUITY SERVICES, LLC$9.2M1
100OLD NATIONAL BANCORP /IN/$8.9M1
101Sanctuary Advisors, LLC$8.8M1
102Knuff & Co LLC$8.6M1
103HighTower Advisors, LLC$8.6M1
104Contrarius Group Holdings Ltd$8.3M1
105ASSETMARK, INC$8.3M1
106OPPENHEIMER & CO INC$8.3M1
107CWM, LLC$8.0M1
108WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.7M1
109LEVEL FOUR ADVISORY SERVICES, LLC$7.7M1
110PFM Health Sciences, LP$7.2M1
111O'SHAUGHNESSY ASSET MANAGEMENT, LLC$7.2M1
112HUTCHINSON CAPITAL MANAGEMENT/CA$7.1M1
113MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.9M1
114EXCHANGE TRADED CONCEPTS, LLC$6.8M1
115AQR CAPITAL MANAGEMENT LLC$6.7M1
116Carnegie Investment Counsel$6.5M1
117Stamos Capital Partners, L.P.$6.5M1
118Altrafin AG$6.4M1
119MANNING & NAPIER ADVISORS LLC$6.4M1
120Y-Intercept (Hong Kong) Ltd$6.1M1
121Alpine Fox Capital LLC$6.1M1
122Kestra Advisory Services, LLC$6.0M1
123Eldred Rock Partners, LLC$6.0M1
124MML INVESTORS SERVICES, LLC$5.9M1
125Atria Investments, Inc$5.9M1
126TRILLIUM ASSET MANAGEMENT, LLC$5.9M1
127Vestmark Advisory Solutions, Inc.$5.8M1
128PEAK6 LLC$5.8M1
129Capital International, Inc./CA/$5.7M1
130Leonteq Securities AG$5.6M1
131M. Kulyk & Associates, LLC$5.6M1
132BEACON INVESTMENT ADVISORY SERVICES, INC.$5.6M1
133MERCER GLOBAL ADVISORS INC /ADV$5.5M1
134ARS Investment Partners, LLC$5.5M1
135Boston Partners$5.3M1
136QRG CAPITAL MANAGEMENT, INC.$5.2M1
137Centiva Capital, LP$5.1M1
138AVAII WEALTH MANAGEMENT, LLC$5.0M1
139Banco Santander, S.A.$4.9M1
140Squarepoint Ops LLC$4.8M1
141GLENMEDE TRUST CO NA$4.8M1
142Hudson Bay Capital Management LP$4.6M1
143MONEY CONCEPTS CAPITAL CORP$4.5M1
144Round Hill Asset Management$4.5M1
145SPHERA FUNDS MANAGEMENT LTD.$4.4M1
146Federation des caisses Desjardins du Quebec$4.4M1
147Callan Family Office, LLC$4.4M1
148Greenfield Seitz Capital Management, LLC$4.4M1
149SFMG, LLC$4.4M1
150NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.4M1
151&PARTNERS$4.4M1
152CIBC Bancorp USA Inc.$4.3M1
153BROWN ADVISORY INC$4.3M1
154PALISADE CAPITAL MANAGEMENT, LP$4.2M1
155DEUTSCHE BANK AG\$4.2M1
156Vanguard Personalized Indexing Management, LLC$4.1M1
157CHOREO, LLC$4.1M1
158Intesa Sanpaolo Wealth Management$4.0M1
159Lynch Asset Management, Inc.$4.0M1
160GRIMES & Co WEALTH MANAGEMENT, LLC$3.9M1
161GROUP ONE TRADING LLC$3.8M1
162Schonfeld Strategic Advisors LLC$3.7M1
163TD ASSET MANAGEMENT INC$3.7M1
164Phoenix Financial Ltd.$3.7M1
165Teamwork Financial Advisors, LLC$3.7M1
166SMITHBRIDGE ASSET MANAGEMENT INC/DE$3.6M1
167CAPSTONE INVESTMENT ADVISORS, LLC$3.6M1
168Calamos Advisors LLC$3.6M1
169AZZAD ASSET MANAGEMENT INC /ADV$3.6M1
170Concurrent Investment Advisors, LLC$3.6M1
171Creek Drive Management Group LLC$3.5M1
172Capital Research Global Investors$3.5M1
173Harvest Portfolios Group Inc.$3.5M1
174Brooklyn Investment Group$3.4M1
175HEADINVEST, LLC$3.4M1
176LAZARD ASSET MANAGEMENT LLC$3.4M1
177Rock Springs Capital Management LP$3.3M1
178FIDUCIARY TRUST CO$3.3M1
179Laird Norton Wetherby Trust Company, LLC$3.3M1
180Bulltick Wealth Management, LLC$3.3M1
181BANQUE PICTET & CIE SA$3.2M1
182Americana Partners, LLC$3.1M1
183DAVENPORT & Co LLC$3.1M1
184Philip James Wealth Mangement, LLC$3.1M1
185NewEdge Wealth, LLC$3.1M1
186Eastover Investment Advisors LLC$3.0M1
187MARATHON CAPITAL MANAGEMENT$3.0M1
188Third View Private Wealth, LLC$3.0M1
189NewEdge Advisors, LLC$2.9M1
190Steward Partners Investment Advisory, LLC$2.8M1
191Tidal Investments LLC$2.8M1
192Tevis Investment Management$2.8M1
193Ashton Thomas Private Wealth, LLC$2.8M1
194Bleakley Financial Group, LLC$2.8M1
195KMG FIDUCIARY PARTNERS, LLC$2.7M1
196Portside Wealth Group, LLC$2.7M1
197Stratos Wealth Partners, LTD.$2.7M1
198Lafayette Investments, Inc.$2.7M1
199TD Waterhouse Canada Inc.$2.6M1
200Ted Buchan & Co$2.6M1
201Aperture Investors, LLC$2.6M1
202Private Advisor Group, LLC$2.6M1
203Allworth Financial LP$2.6M1
204Mutual Advisors, LLC$2.6M1
205Gunderson Capital Management LLC$2.5M1
206NORTHSTAR ASSET MANAGEMENT INC$2.5M1
207FFG Partners, LLC$2.5M1
208Guardian Partners Inc.$2.4M1
209EFG International AG$2.4M1
210Auxano Advisors, LLC$2.4M1
211EagleClaw Capital Managment, LLC$2.4M1
212LMR Partners LLP$2.3M1
213WealthTrust Axiom LLC$2.3M1
214Atwater Malick LLC$2.3M1
215MERIDIAN INVESTMENT COUNSEL INC.$2.3M1
216LHM, INC.$2.3M1
217Caption Management, LLC$2.2M1
218QUADRANT CAPITAL GROUP LLC$2.2M1
219DKRT Investments Corp.$2.2M1
220Three Bridge Wealth Advisors, LLC$2.2M1
221BROWN, LISLE/CUMMINGS, INC.$2.2M1
222Annis Gardner Whiting Capital Advisors, LLC$2.1M1
223OBSIDIAN CIO, LLC$2.1M1
224BLKBRD Asset Management, LP$2.1M1
225Equitable Holdings, Inc.$2.1M1
226Limestone Investment Advisors LP$2.1M1
227JCIC Asset Management Inc.$2.1M1
228Apollon Wealth Management, LLC$2.1M1
229D.A. DAVIDSON & CO.$2.0M1
230FACTORY MUTUAL INSURANCE CO$2.0M1
231Torrey Growth & Income Advisors$2.0M1
232VICTORY CAPITAL MANAGEMENT INC$2.0M1
233BANK OF NOVA SCOTIA$2.0M1
234Empowered Funds, LLC$2.0M1
235KEYBANK NATIONAL ASSOCIATION/OH$2.0M1
236UMB Bank, n.a.$2.0M1
237Crossmark Global Holdings, Inc.$2.0M1
238SIGNATUREFD, LLC$2.0M1
239RITHOLTZ WEALTH MANAGEMENT$1.9M1
240RKL Wealth Management LLC$1.9M1
241SALEM INVESTMENT COUNSELORS INC$1.9M1
242Optimist Retirement Group LLC$1.9M1
243Beverly Hills Private Wealth, LLC$1.9M1
244BENJAMIN EDWARDS INC$1.8M1
245UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.8M1
246CWA Asset Management Group, LLC$1.8M1
247HARBOUR INVESTMENT MANAGEMENT LLC$1.8M1
248BFSG, LLC$1.8M1
249Vise Technologies, Inc.$1.8M1
250Cardinal Capital Management$1.8M1
251PINNACLE ASSOCIATES LTD$1.8M1
252Connor, Clark & Lunn Investment Management Ltd.$1.7M1
253KENNEDY INVESTMENT GROUP, INC.$1.7M1
254Waverly Advisors, LLC$1.7M1
255MATTERN CAPITAL MANAGEMENT, LLC$1.7M1
2561832 Asset Management L.P.$1.7M1
257Advisors Asset Management, Inc.$1.7M1
258Aurora Investment Counsel$1.7M1
259Rodgers Brothers Inc.$1.7M1
260EVERGREEN CAPITAL MANAGEMENT LLC$1.7M1
261Sawyer & Company, Inc$1.7M1
262ICW Investment Advisors LLC$1.6M1
263Orion Porfolio Solutions, LLC$1.6M1
264MAI Capital Management$1.6M1
265RFG Advisory, LLC$1.6M1
266Merit Financial Group, LLC$1.6M1
267BLAIR WILLIAM & CO/IL$1.6M1
268Ipswich Investment Management Co., Inc.$1.6M1
269AE Wealth Management LLC$1.6M1
270COLDSTREAM CAPITAL MANAGEMENT INC$1.6M1
271Caprock Group, LLC$1.6M1
272Manhattan West Asset Management, LLC$1.6M1
273NORDEN GROUP LLC$1.6M1
274Snowden Capital Advisors LLC$1.5M1
275KESTRA PRIVATE WEALTH SERVICES, LLC$1.5M1
276Longitude (Cayman) Ltd.$1.5M1
277Burkett Asset Management Ltd$1.5M1
278Destination Wealth Management$1.5M1
279Greenline Partners, LLC$1.5M1
280Gibbs Wealth Management$1.4M1
281FIFTH THIRD BANCORP$1.4M1
282Allspring Global Investments Holdings, LLC$1.4M1
283CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4M1
284VOYA INVESTMENT MANAGEMENT LLC$1.4M1
285Vident Advisory, LLC$1.4M1
286PATTEN & PATTEN INC/TN$1.4M1
287Ballentine Partners, LLC$1.4M1
288RWA WEALTH PARTNERS, LLC$1.3M1
289Clearstead Advisors, LLC$1.3M1
290ROBERTS GLORE & CO INC /IL/$1.3M1
291Evelyn Partners Asset Management Ltd$1.3M1
292Beacon Pointe Advisors, LLC$1.3M1
293EXENCIAL WEALTH ADVISORS, LLC$1.3M1
294Sequoia Financial Advisors, LLC$1.3M1
295BENNETT SELBY INVESTMENTS LP$1.3M1
296Taproot Management LP$1.3M1
297Sepio Capital, LP$1.3M1
298Naviter Wealth, LLC$1.3M1
299GUGGENHEIM CAPITAL LLC$1.3M1
300Pinnacle Financial Partners, Inc.$1.3M1
301Marshall Financial Group, LLC$1.3M1
302Roundview Capital LLC$1.3M1
303Independent Advisor Alliance$1.3M1
304Savvy Advisors, Inc.$1.3M1
305Fortis Group Advisors, LLC$1.3M1
306Global X Japan Co., Ltd.$1.2M1
307GARRISON POINT ADVISORS, LLC$1.2M1
308ADAR1 Capital Management, LLC$1.2M1
309Convergence Financial, LLC$1.2M1
310IEQ CAPITAL, LLC$1.2M1
311Cresset Asset Management, LLC$1.2M1
312PRINCIPAL SECURITIES, INC.$1.2M1
313Dorsey & Whitney Trust CO LLC$1.2M1
314Tower Research Capital LLC (TRC)$1.2M1
315SouthState Bank Corp$1.2M1
316M&T BANK CORP$1.1M1
317Venture Visionary Partners LLC$1.1M1
318SHARIAPORTFOLIO, INC.$1.1M1
319CHANNING GLOBAL ADVISORS, LLC$1.1M1
320LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$1.1M1
321Clear Creek Financial Management, LLC$1.1M1
322Harrington Investments, INC$1.1M1
323Perigon Wealth Management, LLC$1.1M1
324Banque Cantonale Vaudoise$1.1M1
325LFG Wealth Partners, LLC$1.1M1
326Private Wealth Partners, LLC$1.1M1
327SAX WEALTH ADVISORS, LLC$1.1M1
328Cravens & Co Advisors, LLC$1.1M1
329GC Wealth Management RIA, LLC$1.1M1
330Aaron Wealth Advisors LLC$1.1M1
331Bayesian Capital Management, LP$1.1M1
332MCCARTER PRIVATE WEALTH SERVICES LLC$1.1M1
333Lido Advisors, LLC$1.0M1
334Rakuten Securities, Inc.$1.0M1
335DRW Securities, LLC$1.0M1
336VISTA INVESTMENT MANAGEMENT$1.0M1
337BOOTHBAY FUND MANAGEMENT, LLC$1.0M1
338BURNEY CO/$1.0M1
339Grantham, Mayo, Van Otterloo & Co. LLC$1.0M1
340FIRST TRUST ADVISORS LP$1.0M1
341WOODMONT INVESTMENT COUNSEL LLC$1.0M1
342HOHIMER WEALTH MANAGEMENT, LLC$1.0M1
343HB Wealth Management, LLC$1.0M1
344Avidian Wealth Enterprises, LLC$990K1
345LOWE BROCKENBROUGH & CO INC$988K1
346Choate Investment Advisors$982K1
347GeoWealth Management, LLC$975K1
348First Growth Capital LLC$974K1
349Alliance Wealth Advisors, LLC /UT$972K1
350Qtron Investments LLC$956K1
351W.G. Shaheen & Associates DBA Whitney & Co$930K1
352Stablepoint Partners, LLC$928K1
353Performance Wealth Partners, LLC$922K1
354NAPLES GLOBAL ADVISORS, LLC$919K1
355Intellectus Partners, LLC$918K1
356Bangor Savings Bank$916K1
357Freestone Capital Holdings, LLC$906K1
358Ridgewood Investments LLC$906K1
359STEPHENS INC /AR/$898K1
360CAPITAL ADVISORS INC/OK$896K1
361Roehl & Yi Investment Advisors, LLC$881K1
362Rossmore Private Capital$873K1
363MSH Capital Advisors LLC$861K1
364Acumen Wealth Advisors, LLC$859K1
365Polymer Capital Management (HK) LTD$857K1
366CIBC Asset Management Inc$856K1
367Claro Advisors Inc.$853K1
368Demars Financial Group, LLC$849K1
369EP Wealth Advisors, LLC$845K1
370PCM Encore, LLC$827K1
371Frank, Rimerman Advisors LLC$826K1
372Texas Yale Capital Corp.$820K1
373Summit Trail Advisors, LLC$818K1
374WINTON GROUP Ltd$816K1
375SWMG, LLC$813K1
376Avior Wealth Management, LLC$811K1
377180 WEALTH ADVISORS, LLC$809K1
378OneDigital Investment Advisors LLC$803K1
379OAK ASSOCIATES LTD /OH/$795K1
380Signet Investment Advisory Group, Inc.$794K1
381Chicago Partners Investment Group LLC$792K1
382REGIONS FINANCIAL CORP$791K1
383COMMERCE BANK$790K1
384WELCH & FORBES LLC$783K1
385Ameritas Advisory Services, LLC$779K1
386Joel Isaacson & Co., LLC$773K1
387Carnegie Lake Advisors LLC$768K1
388NOVEM GROUP$767K1
389Compagnie Lombard Odier SCmA$764K1
390Sava Infond d.o.o.$762K1
391NWAM LLC$759K1
392HBK Sorce Advisory LLC$759K1
393CHILTON CAPITAL MANAGEMENT LLC$758K1
394Patriot Financial Group Insurance Agency, LLC$752K1
395Disciplined Investors, L.L.C.$744K1
396Directional Asset Management$742K1
397PROFUND ADVISORS LLC$738K1
398Capital International Sarl$736K1
399Gordian Capital Singapore Pte Ltd$735K1
400INTEGRITY ALLIANCE, LLC.$734K1
401Checchi Capital Advisers, LLC$731K1
402SCHRODER INVESTMENT MANAGEMENT GROUP$721K1
403Penobscot Investment Management Company, Inc.$718K1
404Brookstone Capital Management$716K1
405Dynamic Advisor Solutions LLC$703K1
406Moors & Cabot, Inc.$698K1
407PERSONAL CFO SOLUTIONS, LLC$679K1
408Investors Research Corp$679K1
409ROMANO BROTHERS AND COMPANY$671K1
410MMBG INVESTMENT ADVISORS CO.$667K1
411Compound Planning, Inc.$667K1
412OUTFITTERS FINANCIAL LLC$666K1
413Wealth Quarterback LLC$665K1
414ALLIANCEBERNSTEIN L.P.$658K1
415Jain Global LLC$657K1
416National Philanthropic Trust$639K1
417Pinnacle Wealth Planning Services, Inc.$633K1
418Financial Solutions Advisory Group, Inc.$631K1
419Manske Wealth Management$631K1
420WESTFIELD CAPITAL MANAGEMENT CO LP$629K1
421MITCHELL & PAHL PRIVATE WEALTH, LLC$629K1
422MISSION WEALTH MANAGEMENT, LP$623K1
423PFG Investments, LLC$618K1
424CenterStar Asset Management, LLC$617K1
425Global Trust Asset Management, LLC$616K1
426Jefferies Financial Group Inc.$607K1
427Human Investing LLC$603K1
428LOM Asset Management Ltd$601K1
429Western Wealth Management, LLC$598K1
430Rehmann Capital Advisory Group$595K1
431DE BURLO GROUP INC$592K1
432FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$591K1
433Lakeside Advisors, INC.$586K1
434Bond & Devick Financial Network, Inc.$567K1
435DONALDSON CAPITAL MANAGEMENT, LLC$567K1
436DIVERSIFY WEALTH MANAGEMENT, LLC$564K1
437HORIZON KINETICS ASSET MANAGEMENT LLC$564K1
438JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$559K1
439VestGen Advisors, LLC$557K1
440Summit Financial Wealth Advisors, LLC$554K1
441Atlantic Union Bankshares Corp$552K1
442World Investment Advisors$552K1
443Red Door Wealth Management, LLC$551K1
444INDEPENDENT FINANCIAL GROUP, LLC$550K1
445HARRELL INVESTMENT PARTNERS, LLC$548K1
446Great Diamond Partners, LLC$545K1
447Envestnet Portfolio Solutions, Inc.$542K1
448ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$539K1
449Seed Wealth Management, Inc.$538K1
4501834 INVESTMENT ADVISORS CO$537K1
451Mirabaud & Cie SA$537K1
452Invst, LLC$536K1
453MONARCH CAPITAL MANAGEMENT INC$536K1
454ALKEME WEALTH, LLC$536K1
455HIGHLAND CAPITAL MANAGEMENT, LLC$535K1
456Brown Miller Wealth Management, LLC$534K1
457SeaCrest Wealth Management, LLC$532K1
458GREENWOOD CAPITAL ASSOCIATES LLC$531K1
459JOHNSON INVESTMENT COUNSEL INC$526K1
460DIADEMA PARTNERS LP$521K1
461FIRST CITIZENS BANK & TRUST CO$520K1
462Bridgewater Advisors Inc.$518K1
463PAX Financial Group, LLC$512K1
464JAMISON PRIVATE WEALTH MANAGEMENT, INC.$512K1
465Wealthfront Advisers LLC$507K1
466Hardworking Capital Advisors, LLC$505K1
467Summit Financial, LLC$504K1
468Retirement Planning Co of New England, Inc.$503K1
469Balboa Wealth Partners$490K1
470DOLIVER ADVISORS, LP$490K1
471Sovran Advisors, LLC$485K1
472SAPIENT CAPITAL LLC$481K1
473SILVER OAK SECURITIES, INCORPORATED$477K1
474Smartleaf Asset Management LLC$475K1
475Union Bancaire Privee, UBP SA$472K1
476Procyon Advisors, LLC$471K1
477Parallax Volatility Advisers, L.P.$471K1
478Intesa Sanpaolo S.p.A.$464K1
479Wealthspire Advisors, LLC$460K1
480WJ Financial Advisors LLC$458K1
481SAGESPRING WEALTH PARTNERS, LLC$458K1
482White Knight Strategic Wealth Advisors, LLC$458K1
483Mystic Asset Management, Inc.$457K1
484Giverny Capital Inc.$456K1
485Principle Wealth Partners LLC$454K1
486Institute for Wealth Management, LLC.$454K1
487Carson Advisory Inc.$453K1
488Quintet Private Bank (Europe) S.A.$447K1
489ALEXANDER LABRUNERIE & CO., INC.$444K1
490Capital Group Private Client Services, Inc.$439K1
491Keudell/Morrison Wealth Management$438K1
492Mirae Asset Global Investments Co., Ltd.$435K1
493Wilmington Savings Fund Society, FSB$433K1
494Aptus Capital Advisors, LLC$430K1
495Manchester Capital Management LLC$427K1
496Tempus Wealth Planning, LLC$427K1
497Farringdon Capital, Ltd.$426K1
498HOLDERNESS INVESTMENTS CO$419K1
499CHIRON CAPITAL MANAGEMENT, LLC$417K1
500J. Goldman & Co LP$417K1
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)3 buy / 2 sell
Congress net ($ bound)−$13.0K to $78.0K
Filers net (actions)not in build
Filers net ($ 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 NVO

RETAINED WINDOW · ACTIVE HITS
Signal hits naming NVO
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for NVO · financials and macro

Financials — as filed PLANNED

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