Public record / Tickers / NWL

NWL — NEWELL BRANDS INC.

Both disclosure regimes on one name: who in Congress filed about NWL, 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
40
all PTR rows naming NWL
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
03-15
filed 2026-03-15
13F holders
397
top-397 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

Stauber, Peter Allen · $15.0K–$50.0K

Purchase · traded 2025-10-27 → filed 2025-11-21. Ranked over every NWL row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

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

10 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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING NWL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NWL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-03-15Pramila Jayapal D–WA-7SaleTraded 2023-10-31 LATE·866d$1K–$15K
2025-11-21Stauber, Peter Allen PurchaseTraded 10-27 +25d$15K–$50K
2022-02-14Tommy Tuberville R–ALSale · JT (jointly owned)Traded 01-13 +32d$15K–$50K
2021-10-07Zoe Lofgren D–CA-18Purchase · SP (spouse-owned)Traded 09-30 +7d$1K–$15K
2021-08-13Tommy Tuberville R–ALPurchase · JT (jointly owned)Traded 07-16 +28d$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 40 ↗

Members active in NWL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing NWL 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.
Stauber, Peter Allen 1$15.0K to $50.0K

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

Congress ↔ notable managers · NWL

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

Adding
1 Gotham Asset Management $3.2M held
Trimming
1 Bridgewater Associates $377K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · NEWELL BRANDS INC

Merged timeline of congressional filings and notable-manager moves on NWL
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+498,256 sh
2026-05-15Bridgewater Associates 13Ftrim−62,694 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

full holders view ↗
Top institutional holders of NWL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$191M1
2PZENA INVESTMENT MANAGEMENT LLC$164M1
3AQR CAPITAL MANAGEMENT LLC$93.0M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$78.3M1
5MASSACHUSETTS FINANCIAL SERVICES CO /MA/$68.5M1
6VANGUARD CAPITAL MANAGEMENT LLC$64.8M1
7DEPRINCE RACE & ZOLLO INC$63.1M1
8DIMENSIONAL FUND ADVISORS LP$62.3M1
9Rubric Capital Management LP$52.3M1
10STATE STREET CORP$49.9M1
11MORGAN STANLEY$32.7M1
12UBS Group AG$28.3M1
13GEODE CAPITAL MANAGEMENT, LLC$26.1M1
14PRIMECAP MANAGEMENT CO/CA/$25.8M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$20.7M1
16CITADEL ADVISORS LLC$14.4M1
17Invesco Ltd.$13.2M1
18FIL Ltd$12.6M1
19NORTHERN TRUST CORP$10.5M1
20MILLENNIUM MANAGEMENT LLC$10.0M1
21BALYASNY ASSET MANAGEMENT L.P.$9.2M1
22D. E. Shaw & Co., Inc.$9.0M1
23VANGUARD FIDUCIARY TRUST CO$8.9M1
24Allianz Asset Management GmbH$8.6M1
25BRIDGEWAY CAPITAL MANAGEMENT, LLC$8.3M1
26Bank of New York Mellon Corp$7.3M1
27AMERIPRISE FINANCIAL INC$7.0M1
28PRINCIPAL FINANCIAL GROUP INC$7.0M1
29KING LUTHER CAPITAL MANAGEMENT CORP$6.6M1
30SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.4M1
31Saba Capital Management, L.P.$6.2M1
32FIRST TRUST ADVISORS LP$5.9M1
33CastleKnight Management LP$5.8M1
34Empowered Funds, LLC$5.3M1
35PUBLIC SECTOR PENSION INVESTMENT BOARD$5.1M1
36NEW YORK STATE COMMON RETIREMENT FUND$5.0M1
37UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$4.8M1
38JANE STREET GROUP, LLC$4.8M1
39BARCLAYS PLC$4.7M1
40ROYAL BANK OF CANADA$4.5M1
41QSM Asset Management Ltd$4.3M1
42BANK OF AMERICA CORP /DE/$3.9M1
43Legal & General Group Plc$3.7M1
44Nuveen, LLC$3.7M1
45SEI INVESTMENTS CO$3.6M1
46Squarepoint Ops LLC$3.5M1
47Gotham Asset Management, LLC$3.2M1
48Susquehanna Portfolio Strategies, LLC$2.8M1
49Swiss National Bank$2.8M1
50Advisors Asset Management, Inc.$2.8M1
51Cerity Partners LLC$2.5M1
52Mariner, LLC$2.4M1
53Vanguard Global Advisers, LLC$2.3M1
54AMERICAN CENTURY COMPANIES INC$2.2M1
55Aequim Alternative Investments LP$1.9M1
56PDT Partners, LLC$1.8M1
57CITIGROUP INC$1.8M1
58Connor, Clark & Lunn Investment Management Ltd.$1.8M1
59PRELUDE CAPITAL MANAGEMENT, LLC$1.7M1
60CWM, LLC$1.7M1
61Mitsubishi UFJ Trust & Banking Corp$1.7M1
62PRUDENTIAL FINANCIAL INC$1.3M1
63Creative Planning$1.3M1
64STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.3M1
65VANGUARD ASSET MANAGEMENT, Ltd$1.3M1
66Weiss Asset Management LP$1.3M1
67Summit Trail Advisors, LLC$1.2M1
68WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.2M1
69FMR LLC$1.1M1
70GROUP ONE TRADING LLC$1.0M1
71IEQ CAPITAL, LLC$989K1
72IMC-Chicago, LLC$864K1
73MERCER GLOBAL ADVISORS INC /ADV$849K1
74Parallax Volatility Advisers, L.P.$848K1
75RENAISSANCE TECHNOLOGIES LLC$818K1
76Jain Global LLC$798K1
77ALLIANCEBERNSTEIN L.P.$785K1
78Illinois Municipal Retirement Fund$780K1
79UHLMANN PRICE SECURITIES, LLC$749K1
80RBF Capital, LLC$720K1
81CM Management, LLC$686K1
82Janus Henderson Group Ltd.$652K1
83FIFTH THIRD BANCORP$632K1
84Y-Intercept (Hong Kong) Ltd$631K1
85RAYMOND JAMES FINANCIAL INC$618K1
86INTECH INVESTMENT MANAGEMENT LLC$579K1
87Gladstone Institutional Advisory LLC$548K1
88Counterpoint Mutual Funds LLC$548K1
89Zurcher Kantonalbank (Zurich Cantonalbank)$546K1
90Pinnacle Financial Partners, Inc.$519K1
91Optimize Financial Inc$518K1
92Brevan Howard Capital Management LP$510K1
93WOLVERINE ASSET MANAGEMENT LLC$489K1
94M&T BANK CORP$470K1
95COMMONWEALTH EQUITY SERVICES, LLC$461K1
96YOUSIF CAPITAL MANAGEMENT, LLC$450K1
97PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$416K1
98Arizona State Retirement System$395K1
99Prentice Capital Management, LP$393K1
100Curi Capital, LLC$391K1
101SummerHaven Investment Management, LLC$385K1
102Bridgewater Associates, LP$377K1
103Dynamic Technology Lab Private Ltd$359K1
104COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$356K1
105Caption Management, LLC$350K1
106Freestone Capital Holdings, LLC$347K1
107Prosperity Planning, Inc.$341K1
108Vanguard Investments Australia, Ltd.$330K1
109OREGON PUBLIC EMPLOYEES RETIREMENT FUND$329K1
110Focus Partners Wealth$317K1
111WELLS FARGO & COMPANY/MN$313K1
112LPL Financial LLC$311K1
113Marex Group Ltd$309K1
114KLP KAPITALFORVALTNING AS$308K1
115ARISTEIA CAPITAL, L.L.C.$306K1
116HighTower Advisors, LLC$300K1
117MANUFACTURERS LIFE INSURANCE COMPANY, THE$296K1
118Maryland State Retirement & Pension System$288K1
119Merit Financial Group, LLC$281K1
120Tidal Investments LLC$270K1
121Sightline Wealth Advisors, LLC$268K1
122Crossmark Global Holdings, Inc.$259K1
123Quantinno Capital Management LP$259K1
124Krilogy Financial LLC$245K1
125INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$240K1
126BAILARD, INC.$234K1
127World Investment Advisors$234K1
128VICTORY CAPITAL MANAGEMENT INC$228K1
129Pallas Capital Advisors LLC$226K1
130HSBC HOLDINGS PLC$226K1
131Focus Partners Advisor Solutions, LLC$222K1
132EVERGREEN CAPITAL MANAGEMENT LLC$220K1
133Graham Capital Management, L.P.$216K1
134NATIONAL BANK OF CANADA /FI/$207K1
135BANK OF MONTREAL /CAN/$207K1
136Pictet Asset Management Holding SA$201K1
137Sequoia Financial Advisors, LLC$190K1
138Sigma Planning Corp$187K1
139DEUTSCHE BANK AG\$185K1
140MGO ONE SEVEN LLC$181K1
141STATE OF WISCONSIN INVESTMENT BOARD$176K1
142GUGGENHEIM CAPITAL LLC$175K1
143Systematic Alpha Investments, LLC$172K1
144Kestra Advisory Services, LLC$167K1
145Tower Research Capital LLC (TRC)$165K1
146MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$165K1
147Register Financial Advisors LLC$163K1
148Chicago Partners Investment Group LLC$158K1
149CIBC Asset Management Inc$136K1
150Pathstone Holdings, LLC$132K1
151O'SHAUGHNESSY ASSET MANAGEMENT, LLC$132K1
152MOODY NATIONAL BANK TRUST DIVISION$131K1
153TWO SIGMA INVESTMENTS, LP$130K1
154GLENMEDE TRUST CO NA$130K1
155Amundi$129K1
156NorthCrest Asset Manangement, LLC$128K1
157one8zero8, LLC$128K1
158EVOLVE PRIVATE WEALTH, LLC$126K1
159Stratos Wealth Partners, LTD.$124K1
160Vise Technologies, Inc.$122K1
161BNP Paribas Asset Management Holding S.A.$122K1
162UNITED CAPITAL FINANCIAL ADVISORS, LLC$121K1
163Corient Private Wealth LLC$120K1
164INDEPENDENT FINANCIAL GROUP, LLC$119K1
165OSAIC HOLDINGS, INC.$117K1
166LMR Partners LLP$117K1
167XPONANCE LLC$114K1
168XTX Topco Ltd$114K1
169Investors Research Corp$113K1
170Fortis Group Advisors, LLC$113K1
171LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$112K1
172Jefferies Financial Group Inc.$106K1
173Compound Planning, Inc.$106K1
174KESTRA PRIVATE WEALTH SERVICES, LLC$105K1
175VOYA INVESTMENT MANAGEMENT LLC$105K1
176Pingora Partners LLC$104K1
177NISA INVESTMENT ADVISORS, LLC$104K1
178NewEdge Advisors, LLC$100K1
179Universal- Beteiligungs- und Servicegesellschaft mbH$98.7K1
180HB Wealth Management, LLC$98.3K1
181Cetera Investment Advisers$93.5K1
182Sanctuary Advisors, LLC$93.1K1
183Blueshift Asset Management, LLC$92.6K1
184CIDEL ASSET MANAGEMENT INC$91.1K1
185Quantessence Capital LLC$89.8K1
186Walleye Trading LLC$89.4K1
187PFG Investments, LLC$88.6K1
188Swiss Life Asset Management Ltd$87.8K1
189MML INVESTORS SERVICES, LLC$87.1K1
190US BANCORP \DE\$86.4K1
191CIBC WORLD MARKET INC.$85.0K1
192Allworth Financial LP$84.2K1
193Vanguard Personalized Indexing Management, LLC$84.0K1
194BEESE FULMER INVESTMENT MANAGEMENT, INC.$82.5K1
195Midwest Trust Co$79.6K1
196OXFORD ASSET MANAGEMENT LLP$79.0K1
197Bull Harbor Capital LLC$78.3K1
198PINNACLE ASSOCIATES LTD$77.6K1
199Sivia Capital Partners, LLC$77.3K1
200Utah Retirement Systems$76.6K1
201Abel Hall, LLC$74.6K1
202Wedmont Private Capital$74.5K1
203COLDSTREAM CAPITAL MANAGEMENT INC$71.9K1
204Dynamic Advisor Solutions LLC$71.3K1
205SIGNATUREFD, LLC$71.1K1
206WESTPAC BANKING CORP$68.9K1
207Perpetual Ltd$68.9K1
208Prairie Wealth Advisors, Inc.$68.6K1
209Pinnacle Wealth Management Advisory Group, LLC$68.3K1
210SIG BROKERAGE, LP$67.5K1
211Holocene Advisors, LP$67.1K1
212JOURNEY STRATEGIC WEALTH LLC$64.7K1
213EVOKE WEALTH, LLC$63.6K1
214POINCIANA ADVISORS GROUP, LLC$63.3K1
215Ensign Peak Advisors, Inc$62.6K1
216Callan Family Office, LLC$61.2K1
217Wick Capital Partners, LLC$61.1K1
218NOMURA ASSET MANAGEMENT CO LTD$60.7K1
219Clearstead Advisors, LLC$60.4K1
220SAGE RHINO CAPITAL LLC$60.2K1
221Waverly Advisors, LLC$59.8K1
222JACKSON THORNTON WEALTH MANAGEMENT, LLC$57.8K1
223Rothschild Wealth LLC$57.3K1
224Headlands Technologies LLC$56.8K1
225Caerus Investment Advisors, LLC$54.7K1
226SHELTON CAPITAL MANAGEMENT$53.5K1
227PROFUND ADVISORS LLC$53.4K1
228Parcion Private Wealth LLC$52.0K1
229Three Arch Wealth Management LLC$51.8K1
230Allspring Global Investments Holdings, LLC$51.6K1
231Sterling Capital Management LLC$48.1K1
232DoubleLine ETF Adviser LP$47.9K1
233WINTON GROUP Ltd$47.3K1
234Sagewood Asset Management LP$47.2K1
235Sargent Investment Group, LLC$47.1K1
236CM WEALTH ADVISORS LLC$46.8K1
237Moors & Cabot, Inc.$46.6K1
238Frec Markets, Inc.$46.0K1
239AE Wealth Management LLC$43.7K1
240KEYNOTE FINANCIAL SERVICES LLC$43.1K1
241Ponta Wealth Partners, LLC$43.1K1
242PharVision Advisers, LLC$43.0K1
243STIFEL FINANCIAL CORP$42.0K1
244North Dakota State Investment Board$41.8K1
245SYM FINANCIAL Corp$41.6K1
246GenTrust, LLC$41.5K1
247DRIVE WEALTH MANAGEMENT, LLC$38.8K1
248Asset Management Group, Inc.$38.7K1
249NINE MASTS CAPITAL Ltd$37.8K1
250Ariadne Wealth Management, LP$37.6K1
251GTS SECURITIES LLC$37.2K1
252QUADRANT CAPITAL GROUP LLC$36.7K1
253Argyle Capital Management, LLC$36.0K1
254KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$36.0K1
255Steward Partners Investment Advisory, LLC$35.9K1
256111 Capital$35.8K1
257Pinnacle Wealth Planning Services, Inc.$28.9K1
258Arax Advisory Partners$28.0K1
259Deseret Mutual Benefit Administrators$26.4K1
260SBI Securities Co., Ltd.$24.3K1
261MetLife Investment Management, LLC$23.4K1
262MAI Capital Management$17.3K1
263Elevated Capital Advisors, LLC$16.7K1
264Parkside Financial Bank & Trust$16.1K1
265Rockefeller Capital Management L.P.$15.7K1
266Federation des caisses Desjardins du Quebec$15.4K1
267UMB Bank, n.a.$14.8K1
268True Wealth Design, LLC$12.8K1
269GHP Investment Advisors, Inc.$11.3K1
270MTM Investment Management, LLC$11.2K1
271CDKV HOLDINGS LLC$8.6K1
272Smartleaf Asset Management LLC$8.5K1
273TD Waterhouse Canada Inc.$8.3K1
274Salomon & Ludwin, LLC$8.0K1
275Activest Wealth Management$7.7K1
276Triumph Capital Management$7.6K1
277BARRETT & COMPANY, INC.$7.5K1
278Larson Financial Group LLC$7.4K1
279Mitsubishi UFJ Asset Management Co., Ltd.$7.2K1
280SJS Investment Consulting Inc.$7.0K1
281Owl Creek Wealth Partners LLC$5.8K1
282Rakuten Securities, Inc.$4.4K1
283Citizens National Bank Trust Department$3.4K1
284Keating Financial Advisory Services, Inc.$3.1K1
285NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.0K1
286West Branch Capital LLC$2.9K1
287Geneos Wealth Management Inc.$2.9K1
288Financial Freedom, LLC$2.9K1
289TD Capital Management LLC$2.7K1
290Sachetta, LLC$2.5K1
291Cranbrook Wealth Management, LLC$2.2K1
292Kingdom Financial Group LLC.$2.1K1
293Cygnus Capital Advisors, LLC$1.9K1
294Clearstead Trust, LLC$1.7K1
295NEW YORK STATE TEACHERS RETIREMENT SYSTEM$1.5K1
296CANADA LIFE ASSURANCE Co$1.2K1
297Transamerica Financial Advisors, LLC$1.2K1
298Leonteq Securities AG$1.2K1
299First Command Advisory Services, Inc.$1.2K1
300Private Wealth Management Group, LLC$1.1K1
301NBT BANK, N.A.$1.1K1
302Westside Investment Management, Inc.$1.0K1
303THRIVENT FINANCIAL FOR LUTHERANS$9621
304JPL Wealth Management, LLC$9561
305MV CAPITAL MANAGEMENT, INC.$9541
306State of Alaska, Department of Revenue$8001
307FARMERS & MERCHANTS INVESTMENTS INC$7721
308THOMPSON INVESTMENT MANAGEMENT, INC.$7551
309Treasurer of the State of North Carolina$6121
310Key FInancial Inc$5931
311Community Financial Services Group, LLC$5511
312Spire Wealth Management$5181
313Blue Trust, Inc.$5111
314Kilter Group LLC$4461
315Axiom Investment Management LLC$4421
316AMALGAMATED BANK$4391
317Strategic Investment Solutions, Inc. /IL$4291
318Ankerstar Wealth, LLC$3881
319GILPIN WEALTH MANAGEMENT, LLC$3681
320Virtu Financial LLC$3661
321TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3561
322FINANCIAL CONSULATE, INC$2921
323WOLFF WIESE MAGANA LLC$2631
324Bangor Savings Bank$2611
325Atlantic Union Bankshares Corp$2511
326Dogwood Wealth Management LLC$2371
327COUNTRY TRUST BANK$1751
328SWAN Capital LLC$1721
329BARTLETT & CO. WEALTH MANAGEMENT LLC$1571
330FEDERATED HERMES, INC.$1411
331SouthState Bank Corp$1381
332LSV ASSET MANAGEMENT$1161
333KBC Group NV$921
334Abound Wealth Management$691
335ACADIAN ASSET MANAGEMENT LLC$541
336CENTAURUS FINANCIAL, INC.$381
337Summit Global Investments$361
338ASSETMARK, INC$21
339Avion Wealth$01
340VANGUARD GROUP INC$01
341TEACHER RETIREMENT SYSTEM OF TEXAS$01
342HARBOUR INVESTMENTS, INC.$01
343COMERICA BANK$01
344HBK INVESTMENTS L P$01
345WEXFORD CAPITAL LP$01
346ZACKS INVESTMENT MANAGEMENT$01
347Hilltop Holdings Inc.$01
348ALGERT GLOBAL LLC$01
349CHELSEA COUNSEL CO$01
350CIBC Private Wealth Group LLC$01
351Portolan Capital Management, LLC$01
352GSA CAPITAL PARTNERS LLP$01
353NORGES BANK$01
354PEAK6 LLC$01
355TWO SIGMA SECURITIES, LLC$01
356Verition Fund Management LLC$01
357TWO SIGMA ADVISERS, LP$01
358SIMPLEX TRADING, LLC$01
359Quantbot Technologies LP$01
360SUMMIT SECURITIES GROUP LLC$01
361BOOTHBAY FUND MANAGEMENT, LLC$01
362Alpine Global Management, LLC$01
363Vontobel Holding Ltd.$01
364GeoWealth Management, LLC$01
365Lighthouse Investment Partners, LLC$01
366Point72 Asset Management, L.P.$01
367Quadrature Capital Ltd$01
368Schonfeld Strategic Advisors LLC$01
369AlphaCore Capital LLC$01
370Atom Investors LP$01
371CreativeOne Wealth, LLC$01
372Global Retirement Partners, LLC$01
373Farringdon Capital, Ltd.$01
374Walleye Capital LLC$01
375Prestige Wealth Management Group LLC$01
376Lloyd Advisory Services, LLC.$01
377Center for Financial Planning, Inc.$01
378Aquatic Capital Management LLC$01
379INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$01
380EVR Research LP$01
381Accurate Wealth Management, LLC$01
382AlphaQuest LLC$01
383RPO LLC$01
384Dunhill Financial, LLC$01
385Quarry LP$01
386SHERBROOKE PARK ADVISERS LLC$01
387Gateway Wealth Partners, LLC$01
388Polymer Capital Management (US) LLC$01
389EntryPoint Capital, LLC$01
390Turning Point Benefit Group, Inc.$01
391Safe Harbor Fiduciary, LLC$01
392Aster Capital Management (DIFC) Ltd$01
393Taproot Management LP$01
394VARCOV Co.$01
395SHERMAN PORFOLIOS, LLC$01
396Quattro Advisors LLC$01
397Gunpowder Capital Management, LLC dba Oliver Wealth Management$01
Truncated by Public Filings. The published aggregate ranks the top 397 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)1 buy / 0 sell
Congress net ($ bound)$15.0K to $50.0K
Filers net (actions)not in build
Filers net ($ 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 NWL

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for NWL · financials and macro

Financials — as filed PLANNED

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