Public record / Tickers / NVT

NVT — nVent Electric plc

Both disclosure regimes on one name: who in Congress filed about NVT, 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
10
all PTR rows naming NVT
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
05-22
filed 2026-05-22
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

Jefferson Shreve · $15.0K–$50.0K

Sale · traded 2025-03-05 → filed 2025-04-11. Ranked over every NVT row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

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 NVT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NVT
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-05-22Thomas H. Kean, Jr. R–NJ-7Sale · partial (partial sale)Traded 04-15 +37d$1K–$15K
2025-05-15Thomas H. Kean, Jr. R–NJ-7PurchaseTraded 04-01 +44d$1K–$15K
2025-04-18Thomas H. Kean, Jr. R–NJ-7PurchaseTraded 04-01 +17d$1K–$15K
2025-04-18Thomas H. Kean, Jr. R–NJ-7PurchaseTraded 03-07 +42d$1K–$15K
2025-04-11Jefferson Shreve R–IN-6SaleTraded 03-05 +37d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 10 ↗

Members active in NVT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing NVT 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.
Thomas H. Kean, Jr. R–NJ-71−$15.0K to −$1.0K2

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

Congress ↔ notable managers · NVT

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

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · NVENT ELEC PLC

Merged timeline of congressional filings and notable-manager moves on NVT
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fnew+563,704 sh
2026-05-15Bridgewater Associates 13Fnew+261,192 sh

2 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 NVT for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.9B1
2VANGUARD CAPITAL MANAGEMENT LLC$858M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$795M1
4STATE STREET CORP$599M1
5MILLENNIUM MANAGEMENT LLC$530M1
6FRANKLIN RESOURCES INC$504M1
7FMR LLC$414M1
8Nuveen, LLC$316M1
9MASSACHUSETTS FINANCIAL SERVICES CO /MA/$294M1
10PointState Capital LP$260M1
11MAIRS & POWER INC$244M1
12AQR CAPITAL MANAGEMENT LLC$240M1
13UBS Group AG$223M1
14BANK OF AMERICA CORP /DE/$216M1
15CITADEL ADVISORS LLC$215M1
16DIMENSIONAL FUND ADVISORS LP$211M1
17BALYASNY ASSET MANAGEMENT L.P.$210M1
18FIRST TRUST ADVISORS LP$201M1
19Pictet Asset Management Holding SA$197M1
20Invesco Ltd.$192M1
21JOHNSON INVESTMENT COUNSEL INC$184M1
22Clark Capital Management Group, Inc.$178M1
23NORTHERN TRUST CORP$169M1
24Robeco Schweiz AG$168M1
25MORGAN STANLEY$165M1
26DEUTSCHE BANK AG\$153M1
27WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$146M1
28CHARLES SCHWAB INVESTMENT MANAGEMENT INC$131M1
29COMMERCE BANK$131M1
30Amundi$129M1
31UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$125M1
32PRINCIPAL FINANCIAL GROUP INC$123M1
33JANE STREET GROUP, LLC$120M1
34Artemis Investment Management LLP$119M1
35VANGUARD FIDUCIARY TRUST CO$119M1
36Merewether Investment Management, LP$112M1
37Swedbank AB$101M1
38Woodline Partners LP$98.8M1
39BNP Paribas Asset Management Holding S.A.$93.6M1
40FEDERATED HERMES, INC.$93.1M1
41ROYAL BANK OF CANADA$85.1M1
42Point72 Asset Management, L.P.$80.6M1
43Blackstone Inc.$76.3M1
44Haverford Trust Co$75.1M1
45HARDING LOEVNER LP$73.9M1
46Interval Partners, LP$72.1M1
47ARIEL INVESTMENTS, LLC$70.5M1
48ENVESTNET ASSET MANAGEMENT INC$68.1M1
49PRIMECAP MANAGEMENT CO/CA/$67.9M1
50Gotham Asset Management, LLC$66.7M1
51Allianz Asset Management GmbH$66.0M1
52RAYMOND JAMES FINANCIAL INC$64.8M1
53Ilex Capital Partners (UK) LLP$64.2M1
54EVENTIDE ASSET MANAGEMENT, LLC$61.6M1
55ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$59.3M1
56Man Group plc$55.6M1
57M&T BANK CORP$53.9M1
58Qube Research & Technologies Ltd$52.8M1
59Artisan Partners Limited Partnership$52.2M1
60HM PAYSON & CO$51.5M1
61Vontobel Holding Ltd.$49.4M1
621832 Asset Management L.P.$47.1M1
63WELLS FARGO & COMPANY/MN$47.1M1
64Retirement Systems of Alabama$45.2M1
65Legal & General Group Plc$43.6M1
66NORDEA INVESTMENT MANAGEMENT AB$40.4M1
67Swiss National Bank$37.8M1
68ALLIANCEBERNSTEIN L.P.$37.6M1
69Quantinno Capital Management LP$37.1M1
70Focus Partners Wealth$37.0M1
71Champlain Investment Partners, LLC$34.3M1
72CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$34.3M1
73Schonfeld Strategic Advisors LLC$33.8M1
74SCHRODER INVESTMENT MANAGEMENT GROUP$31.6M1
75Ceredex Value Advisors LLC$31.4M1
76Bridgewater Associates, LP$30.9M1
77LPL Financial LLC$29.8M1
78Cannell & Spears LLC$29.4M1
79Walleye Capital LLC$28.4M1
80Tidal Investments LLC$28.0M1
81Zimmer Partners, LP$27.9M1
82CRAWFORD INVESTMENT COUNSEL INC$27.6M1
83Alua Capital Management LP$27.4M1
84Waratah Capital Advisors Ltd.$25.8M1
85FIL Ltd$21.8M1
86OSAIC HOLDINGS, INC.$21.2M1
87Lido Advisors, LLC$19.8M1
88PRUDENTIAL FINANCIAL INC$19.6M1
89VOYA INVESTMENT MANAGEMENT LLC$18.9M1
90US BANCORP \DE\$18.5M1
91NEEDHAM INVESTMENT MANAGEMENT LLC$18.3M1
92TRILLIUM ASSET MANAGEMENT, LLC$17.3M1
93VANGUARD ASSET MANAGEMENT, Ltd$17.2M1
94Longaeva Partners L.P.$16.6M1
95STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$16.4M1
96Running Oak Capital LLC$16.2M1
97MANUFACTURERS LIFE INSURANCE COMPANY, THE$16.1M1
98STATE OF WISCONSIN INVESTMENT BOARD$15.7M1
99BANK OF NOVA SCOTIA$15.0M1
100Compass Rose Asset Management, LP$14.9M1
101TWO SIGMA INVESTMENTS, LP$14.8M1
102VOLORIDGE INVESTMENT MANAGEMENT, LLC$14.4M1
103J. Safra Sarasin Holding AG$14.1M1
104Aptus Capital Advisors, LLC$13.8M1
105SEI INVESTMENTS CO$13.6M1
106Zurcher Kantonalbank (Zurich Cantonalbank)$13.5M1
107Assenagon Asset Management S.A.$12.9M1
108Mariner, LLC$12.1M1
109LEVIN CAPITAL STRATEGIES, L.P.$12.0M1
110Cetera Investment Advisers$11.3M1
111INTECH INVESTMENT MANAGEMENT LLC$11.2M1
112Creative Planning$10.8M1
113Avalon Trust Co$10.1M1
114Janus Henderson Group Ltd.$9.9M1
115MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$9.7M1
116STIFEL FINANCIAL CORP$9.7M1
117CITIGROUP INC$9.7M1
118Daiwa Securities Group Inc.$9.3M1
119Lighthouse Investment Partners, LLC$8.8M1
120FLPUTNAM INVESTMENT MANAGEMENT CO$8.8M1
121Waverly Advisors, LLC$8.7M1
122Focus Financial Network, Inc.$8.7M1
123Covalis Capital LLP$8.7M1
124Cerity Partners LLC$8.6M1
125BARROW HANLEY MEWHINNEY & STRAUSS LLC$8.4M1
126Allspring Global Investments Holdings, LLC$8.2M1
127Marks Group Wealth Management, Inc$8.2M1
128SIR Capital Management, L.P.$7.9M1
129Vanguard Global Advisers, LLC$7.8M1
130Sequoia Financial Advisors, LLC$7.7M1
131ING GROEP NV$7.7M1
132Rockefeller Capital Management L.P.$7.5M1
133HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$7.1M1
134HighTower Advisors, LLC$7.0M1
135D. E. Shaw & Co., Inc.$6.8M1
136State of New Jersey Common Pension Fund D$6.5M1
137Squarepoint Ops LLC$6.4M1
138WELLINGTON MANAGEMENT GROUP LLP$6.3M1
139IEQ CAPITAL, LLC$6.3M1
140Granite Investment Partners, LLC$6.2M1
141Hudson Bay Capital Management LP$5.9M1
142HSBC HOLDINGS PLC$5.8M1
143Jain Global LLC$5.8M1
144Security National Bank$5.7M1
145Carnegie Investment Counsel$5.6M1
146AE Wealth Management LLC$5.5M1
147ZACKS INVESTMENT MANAGEMENT$5.4M1
148NewEdge Advisors, LLC$5.4M1
149Robeco Institutional Asset Management B.V.$5.3M1
150Arizona State Retirement System$5.2M1
151Hilton Capital Management, LLC$5.2M1
152MML INVESTORS SERVICES, LLC$5.1M1
153SCOPUS ASSET MANAGEMENT, L.P.$4.9M1
154Vanguard Investments Australia, Ltd.$4.8M1
155COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.8M1
156Aventail Capital Group, LP$4.7M1
157Jefferies Financial Group Inc.$4.7M1
158STATE OF MICHIGAN RETIREMENT SYSTEM$4.6M1
159Linden Thomas Advisory Services, LLC$4.4M1
160PRINCIPAL SECURITIES, INC.$4.4M1
161Vanguard Personalized Indexing Management, LLC$4.4M1
162CWM, LLC$4.3M1
163BANK OF MONTREAL /CAN/$4.3M1
164Oak Thistle LLC$4.3M1
165DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$4.3M1
166Baker Avenue Asset Management, LP$4.3M1
167OUTFITTERS FINANCIAL LLC$4.1M1
168New Age Alpha Advisors, LLC$4.1M1
169DIVERSIFY WEALTH MANAGEMENT, LLC$4.0M1
170Aquatic Capital Management LLC$4.0M1
171AMERICAN CENTURY COMPANIES INC$4.0M1
172MERCER GLOBAL ADVISORS INC /ADV$3.9M1
173TEACHER RETIREMENT SYSTEM OF TEXAS$3.9M1
174OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.9M1
175Silver Lake Advisory, LLC$3.7M1
176Bank Pictet & Cie (Europe) AG$3.3M1
177Asset Management One Co., Ltd.$3.2M1
178FIRST NATIONAL BANK OF OMAHA$3.1M1
179Greater Midwest Financial Group, LLC$3.1M1
180Graham Capital Management, L.P.$3.0M1
181Krilogy Financial LLC$3.0M1
182Hedeker Wealth, LLC$2.9M1
183Pathstone Holdings, LLC$2.9M1
184D.A. DAVIDSON & CO.$2.8M1
185First National Advisers, LLC$2.7M1
186Faithward Advisors, LLC$2.7M1
187OPPENHEIMER & CO INC$2.6M1
188CANADA PENSION PLAN INVESTMENT BOARD$2.5M1
189Concentric Capital Strategies, LP$2.5M1
190SeaBridge Investment Advisors LLC$2.5M1
191XPONANCE LLC$2.4M1
192EDMOND DE ROTHSCHILD HOLDING S.A.$2.4M1
193STOREBRAND ASSET MANAGEMENT AS$2.4M1
194Envestnet Portfolio Solutions, Inc.$2.4M1
195Atlantic Edge Private Wealth Management, LLC$2.3M1
196PDT Partners, LLC$2.3M1
197Atom Investors LP$2.2M1
198Corient Private Wealth LLC$2.2M1
199SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.2M1
200OPPENHEIMER ASSET MANAGEMENT INC.$2.1M1
201FIRST CITIZENS BANK & TRUST CO$2.0M1
202PINNBROOK CAPITAL MANAGEMENT LP$2.0M1
203&PARTNERS$2.0M1
204FULTON BANK, N.A.$2.0M1
205COMMONWEALTH EQUITY SERVICES, LLC$1.9M1
206Brevan Howard Capital Management LP$1.9M1
207Perbak Capital Partners LLP$1.9M1
208COLDSTREAM CAPITAL MANAGEMENT INC$1.9M1
209OCCUDO QUANTITATIVE STRATEGIES LP$1.8M1
210J.W. COLE ADVISORS, INC.$1.8M1
211Atria Investments, Inc$1.8M1
212Arosa Capital Management LP$1.8M1
213Orion Porfolio Solutions, LLC$1.7M1
214Chicago Partners Investment Group LLC$1.7M1
215Continuum Advisory, LLC$1.7M1
216PFG Advisors$1.7M1
217Summit Trail Advisors, LLC$1.7M1
218Vinva Investment Management Ltd$1.7M1
219Harbour Capital Advisors, LLC$1.7M1
220BANQUE PICTET & CIE SA$1.7M1
221KESTRA PRIVATE WEALTH SERVICES, LLC$1.7M1
222K2 PRINCIPAL FUND, L.P.$1.7M1
223COOKSON PEIRCE & CO INC$1.6M1
224Composition Wealth, LLC$1.6M1
225HB Wealth Management, LLC$1.5M1
226Laird Norton Wetherby Trust Company, LLC$1.5M1
227Sanctuary Advisors, LLC$1.5M1
228ALPS ADVISORS INC$1.5M1
229QUADRANT CAPITAL GROUP LLC$1.5M1
230ADVISORY RESEARCH INC$1.4M1
231Balefire, LLC$1.4M1
232Dakota Wealth Management$1.4M1
233Rithm Capital Corp.$1.4M1
234Cresset Asset Management, LLC$1.4M1
235FIGURE 8 INVESTMENT STRATEGIES LLC$1.3M1
236SKBA CAPITAL MANAGEMENT LLC$1.3M1
237Bank Julius Baer & Co. Ltd, Zurich$1.3M1
238Richard Bernstein Advisors LLC$1.3M1
239ALGEBRIS (UK) LTD$1.2M1
240Gateway Wealth Partners, LLC$1.2M1
241First Eagle Investment Management, LLC$1.2M1
242Calamos Advisors LLC$1.2M1
243Qsemble Capital Management, LP$1.2M1
244Federation des caisses Desjardins du Quebec$1.2M1
245Katamaran Capital LLP$1.2M1
246GATEWAY INVESTMENT ADVISERS LLC$1.2M1
247CIBC Bancorp USA Inc.$1.2M1
248Ensign Peak Advisors, Inc$1.2M1
249VIRTUS ADVISERS, LLC$1.1M1
250CREDIT AGRICOLE S A$1.1M1
251NORDEN GROUP LLC$1.1M1
252SANDLER CAPITAL MANAGEMENT$1.1M1
253CLOUGH CAPITAL PARTNERS L P$1.1M1
254Dougherty & Associates, LLC$1.1M1
255Kestra Advisory Services, LLC$1.1M1
256CHESAPEAKE CAPITAL CORP /IL/$1.1M1
257Galaxy Digital Capital Management GP LLC$1.1M1
258TRUIST FINANCIAL CORP$1.0M1
259O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.0M1
260Alliance Wealth Advisors, LLC /UT$1.0M1
261Private Advisor Group, LLC$1.0M1
262Portside Wealth Group, LLC$1.0M1
263Utah Retirement Systems$999K1
264Gibbs Wealth Management$993K1
265WADDELL & ASSOCIATES, LLC$992K1
266Ballentine Partners, LLC$989K1
267Bridgefront Capital, LLC$989K1
268TD Waterhouse Canada Inc.$987K1
269KEYBANK NATIONAL ASSOCIATION/OH$984K1
270Meeder Advisory Services, Inc.$977K1
271OneAscent Investment Solutions LLC$974K1
272Merit Financial Group, LLC$973K1
273Addison Capital Co$959K1
274NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$958K1
275ASSETMARK, INC$945K1
276Everhart Financial Group, Inc.$941K1
277Vident Advisory, LLC$935K1
278Engineers Gate Manager LP$929K1
279Verition Fund Management LLC$903K1
280Steward Partners Investment Advisory, LLC$895K1
281FOX RUN MANAGEMENT, L.L.C.$888K1
282Retireful, LLC$859K1
283Kingsview Wealth Management, LLC$858K1
284Avior Wealth Management, LLC$855K1
285INTRUST BANK NA$855K1
286Banque Transatlantique SA$847K1
287Hennion & Walsh Asset Management, Inc.$844K1
288EVERGREEN CAPITAL MANAGEMENT LLC$809K1
289Focus Partners Advisor Solutions, LLC$803K1
290Advisors Asset Management, Inc.$801K1
291Empowered Funds, LLC$791K1
292NorthRock Partners, LLC$773K1
293OneAscent Financial Services LLC$771K1
294Tower Research Capital LLC (TRC)$770K1
295ProShare Advisors LLC$766K1
296XTX Topco Ltd$766K1
297Palisade Asset Management, LLC$735K1
298Csenge Advisory Group$729K1
299QRG CAPITAL MANAGEMENT, INC.$723K1
300MGO ONE SEVEN LLC$721K1
301RBF Capital, LLC$710K1
302SEARLE & CO.$706K1
303HMS Capital Management, LLC$697K1
304VestGen Advisors, LLC$694K1
305MAI Capital Management$693K1
306Wilmington Savings Fund Society, FSB$686K1
307MCRAE CAPITAL MANAGEMENT INC$678K1
308OneAscent Wealth Management LLC$675K1
309BCS Private Wealth Management, Inc.$668K1
310AXQ CAPITAL, LP$663K1
311Baird Financial Group, Inc.$658K1
312ELEVATION POINT WEALTH PARTNERS, LLC$656K1
313Mayflower Financial Advisors, LLC$651K1
314Legacy Wealth Asset Management, LLC$650K1
315DAVIS R M INC$639K1
316Triasima Portfolio Management inc.$638K1
317Caprock Group, LLC$625K1
318SHELTON CAPITAL MANAGEMENT$618K1
319CIBC Asset Management Inc$612K1
320BOOTHBAY FUND MANAGEMENT, LLC$596K1
321BLAIR WILLIAM & CO/IL$596K1
322SEEDS INVESTOR LLC$593K1
323PANAGORA ASSET MANAGEMENT INC$587K1
324JOURNEY STRATEGIC WEALTH LLC$572K1
325PINNACLE ASSOCIATES LTD$572K1
326NATIONAL BANK OF CANADA /FI/$572K1
327STEPHENS INC /AR/$561K1
328Pallas Capital Advisors LLC$556K1
329PFG Investments, LLC$552K1
330Qtron Investments LLC$544K1
331AIGEN INVESTMENT MANAGEMENT, LP$535K1
332Perigon Wealth Management, LLC$533K1
333Veracity Capital LLC$526K1
334UNITED CAPITAL FINANCIAL ADVISORS, LLC$515K1
335Fieldview Capital Management, LLC$513K1
336Trivium Point Advisory, LLC$512K1
337PRELUDE CAPITAL MANAGEMENT, LLC$511K1
338Allworth Financial LP$511K1
339DAYMARK WEALTH PARTNERS, LLC$508K1
340Sivia Capital Partners, LLC$503K1
341WEXFORD CAPITAL LP$503K1
342Mutual Advisors, LLC$503K1
343Bull Harbor Capital LLC$501K1
344EXCHANGE TRADED CONCEPTS, LLC$498K1
345Cape Investment Advisory, Inc.$496K1
346Whitcomb & Hess, Inc.$496K1
347Alan B Lancz & Associates, Inc.$490K1
348World Investment Advisors$485K1
349AlTi Global, Inc.$483K1
350BURNEY CO/$477K1
351PROFUND ADVISORS LLC$477K1
352Summit Financial, LLC$477K1
353Sowell Financial Services LLC$467K1
354XML Financial, LLC$466K1
355OXFORD FINANCIAL GROUP, LTD. LLC$456K1
356ABS Direct Equity Fund LLC$456K1
357Buska Wealth Management, LLC$449K1
358Diversified Trust Co$447K1
359Meiji Yasuda Asset Management Co Ltd.$440K1
360WORLD EQUITY GROUP, INC.$411K1
361Pinnacle Financial Partners, Inc.$404K1
362Eurizon Capital SGR S.p.A.$398K1
363Machina Capital S.A.S.$398K1
364EVEXIA WEALTH LLC$396K1
365Stratos Wealth Partners, LTD.$395K1
366R Squared Ltd$389K1
367FIDUCIARY TRUST CO$384K1
368Verdence Capital Advisors LLC$378K1
369Annex Advisory Services, LLC$375K1
370Ausdal Financial Partners, Inc.$373K1
371Signet Private Wealth LLC$373K1
372ANGELES WEALTH MANAGEMENT, LLC$360K1
373OneAscent Family Office, LLC$358K1
374PCM Encore, LLC$355K1
375DAVENPORT & Co LLC$354K1
376FIFTH THIRD BANCORP$351K1
377EVOLVE PRIVATE WEALTH, LLC$351K1
378LVW Advisors, LLC$348K1
379ARTHUR M. COHEN & ASSOCIATES, LLC$348K1
380CHOREO, LLC$345K1
381DIVERSIFIED MANAGEMENT INC$345K1
382REGIONS FINANCIAL CORP$345K1
383Callan Family Office, LLC$343K1
384Transamerica Financial Advisors, LLC$341K1
385Ashton Thomas Private Wealth, LLC$339K1
386BENJAMIN EDWARDS INC$335K1
387Morningstar Investment Management LLC$332K1
388THOMPSON DAVIS & CO., INC.$331K1
389FIRST MANHATTAN CO. LLC.$328K1
390NewEdge Wealth, LLC$323K1
391GREAT VALLEY ADVISOR GROUP, INC.$321K1
392Accredited Investors Inc.$306K1
393Savant Capital, LLC$305K1
394Phillips Wealth Planners LLC$302K1
395Bayesian Capital Management, LP$299K1
396Snowden Capital Advisors LLC$298K1
397CastleKnight Management LP$296K1
398CENTRAL TRUST Co$293K1
399UMB Bank, n.a.$293K1
400NAPLES GLOBAL ADVISORS, LLC$291K1
401VICTORY FINANCIAL GROUP, LLC$291K1
402First Washington CORP$288K1
403Steadtrust LLC$287K1
404Rothschild Wealth LLC$285K1
405Capital Investment Advisory Services, LLC$284K1
406AlphaCore Capital LLC$275K1
407MERIDIAN INVESTMENT COUNSEL INC.$274K1
408Rafferty Asset Management, LLC$269K1
409Headlands Technologies LLC$265K1
410FIDELIS CAPITAL PARTNERS, LLC$264K1
411B. Riley Wealth Advisors, Inc.$263K1
412Arax Advisory Partners$263K1
413Smartleaf Asset Management LLC$261K1
414Concurrent Investment Advisors, LLC$258K1
415First Affirmative Financial Network$258K1
416RFG - Bristol Wealth Advisors, LLC$257K1
417Patriot Financial Group Insurance Agency, LLC$255K1
418Dynamic Technology Lab Private Ltd$252K1
419Palogic Value Management, L.P.$251K1
420LETSON INVESTMENT MANAGEMENT, INC.$251K1
421Affiance Financial, LLC$251K1
422DV Trading LLC$248K1
423MIRABELLA FINANCIAL SERVICES LLP$246K1
424TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$237K1
425Beacon Pointe Advisors, LLC$236K1
426OneDigital Investment Advisors LLC$235K1
427Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$233K1
428Curi Capital, LLC$231K1
429NOMURA HOLDINGS INC$230K1
430FSM Wealth Advisors, LLC$228K1
431Prospera Financial Services Inc$228K1
432KING LUTHER CAPITAL MANAGEMENT CORP$226K1
433Significant Wealth Partners LLC$225K1
434MONTAG A & ASSOCIATES INC$224K1
435Diametric Capital, LP$223K1
436ONE WEALTH CAPITAL MANAGEMENT, LLC$220K1
437GeoWealth Management, LLC$218K1
438Markin Volterra Fund LP$216K1
439Independent Advisor Alliance$215K1
440Frec Markets, Inc.$215K1
441ARQ WEALTH ADVISORS, LLC$213K1
442Quantum Financial Advisors, LLC$213K1
443Optas, LLC$208K1
444Vestmark Advisory Solutions, Inc.$207K1
445Polymer Capital Management (US) LLC$206K1
446IPG Investment Advisors LLC$203K1
447Checchi Capital Advisers, LLC$203K1
448CATALYST FINANCIAL PARTNERS LLC$203K1
449Pflug Koory, LLC$200K1
450TOTH FINANCIAL ADVISORY CORP$198K1
451Quarry LP$194K1
452Caitong International Asset Management Co., Ltd$178K1
453Mitsubishi UFJ Asset Management Co., Ltd.$173K1
454CNB Bank$172K1
455Truvestments Capital LLC$148K1
456Parkside Financial Bank & Trust$146K1
457Tredje AP-fonden$132K1
458Elevated Capital Advisors, LLC$121K1
459Quaker Wealth Management, LLC$119K1
460Eurizon SLJ Capital Ltd$102K1
461Larson Financial Group LLC$102K1
462SALEM INVESTMENT COUNSELORS INC$92.5K1
463Elequin Capital, LP$91.5K1
464True Wealth Design, LLC$86.1K1
465BEACON INVESTMENT ADVISORY SERVICES, INC.$78.2K1
466Pacific Center for Financial Services$71.0K1
467State of Wyoming$69.9K1
468NOMURA ASSET MANAGEMENT CO LTD$69.8K1
469TD Capital Management LLC$63.2K1
470NFSG Corp$47.7K1
471Key FInancial Inc$47.0K1
472Ritter Daniher Financial Advisory LLC / DE$44.3K1
473New England Capital Financial Advisors LLC$38.2K1
474Manchester Capital Management LLC$36.4K1
475DekaBank Deutsche Girozentrale$35.3K1
476Wellington Grp LLC$33.1K1
477Signature Equity Partners, LLC$32.2K1
478HHM Wealth Advisors, LLC$30.5K1
479MATHER GROUP, LLC.$28.3K1
480Frazier Financial Advisors, LLC$24.8K1
481Bell Investment Advisors, Inc$23.8K1
482SITTNER & NELSON, LLC$23.2K1
483KBC Group NV$22.5K1
484CVA Family Office, LLC$22.0K1
485Cherry Tree Wealth Management, LLC$21.9K1
486BROWN, LISLE/CUMMINGS, INC.$21.8K1
487Rakuten Securities, Inc.$21.8K1
488Intentional Wealth Strategies, LLC$20.3K1
489ALGERT GLOBAL LLC$19.6K1
490FOSTER DYKEMA CABOT & PARTNERS, LLC$19.6K1
491JFS WEALTH ADVISORS, LLC$18.8K1
492Clearstead Advisors, LLC$18.3K1
493EFG International AG$15.7K1
494SHP Wealth Management$15.1K1
495Activest Wealth Management$14.8K1
496Rialto Wealth Management, LLC$14.8K1
497BLUELINE ADVISORS LLC$14.2K1
498SJS Investment Consulting Inc.$14.1K1
499DHJJ Financial Advisors, Ltd.$13.5K1
500Annis Gardner Whiting Capital Advisors, LLC$12.3K1
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)0 buy / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ 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 NVT

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for NVT · financials and macro

Financials — as filed PLANNED

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