Public record / Tickers / NWSA

NWSA — NEWS CORP

Both disclosure regimes on one name: who in Congress filed about NWSA, 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
11
all PTR rows naming NWSA
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-02
filed 2021-05-02
13F holders
490
top-490 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

Perdue , Jr, David A · $15.0K–$50.0K

Sale · traded 2020-04-14 → filed 2021-05-02. Ranked over every NWSA row by the provable lower bound, never a point estimate.

No member disclosed NWSA 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.

1 row 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

No dated NWSA rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING NWSA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NWSA
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-05-02Perdue , Jr, David A Sale · JT (jointly owned)Traded 2020-04-14 LATE·383d$15K–$50Kamendment pending
2020-05-13Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 04-29 +14d$1K–$15K
2020-04-16Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-18 +29d$1K–$15K
2020-04-05David Perdue R–GAPurchase · JT (jointly owned)Traded 03-20 +16d$1K–$15K
2020-04-05David Perdue R–GAPurchase · JT (jointly owned)Traded 03-17 +19d$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 11 ↗

Members active in NWSA

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

No member disclosed NWSA in the trailing 12 months.

Congress ↔ notable managers · NWSA

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 Caxton Associates $2.1M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · NEWS CORP NEW

Merged timeline of congressional filings and notable-manager moves on NWSA
DateWhoChangeSize
2026-05-15Starboard Value 13Ftrim−290,361 sh
2026-05-15Gotham Asset Management 13Ftrim−194,721 sh
2026-05-14Caxton Associates 13Fnew+86,022 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

Top institutional holders of NWSA for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1STATE STREET CORP$970M1
2Independent Franchise Partners LLP$771M1
3BlackRock, Inc.$745M1
4VANGUARD CAPITAL MANAGEMENT LLC$652M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$419M1
659 North Capital Management, LP$310M1
7DODGE & COX$306M1
8Point72 Asset Management, L.P.$280M1
9Metropolis Capital Ltd$220M1
10STATE OF WISCONSIN INVESTMENT BOARD$189M1
11Invesco Ltd.$177M1
12AQR CAPITAL MANAGEMENT LLC$144M1
13MORGAN STANLEY$143M1
14Starboard Value LP$140M1
15BANK OF MONTREAL /CAN/$139M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$123M1
17DIMENSIONAL FUND ADVISORS LP$106M1
18BANK OF AMERICA CORP /DE/$101M1
19Asset Value Investors Ltd$98.8M1
20NORTHERN TRUST CORP$97.3M1
21Nuveen, LLC$76.9M1
22UBS Group AG$69.2M1
23SEI INVESTMENTS CO$58.0M1
24Robeco Institutional Asset Management B.V.$56.5M1
25VANGUARD FIDUCIARY TRUST CO$52.6M1
26CITADEL ADVISORS LLC$50.9M1
27Quantinno Capital Management LP$47.6M1
28UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$47.1M1
29DEUTSCHE BANK AG\$44.5M1
30Amundi$44.0M1
31Legal & General Group Plc$40.8M1
32Northern Right Capital Management, L.P.$34.9M1
33Artisan Partners Limited Partnership$33.5M1
34Allianz Asset Management GmbH$33.2M1
35VOLORIDGE INVESTMENT MANAGEMENT, LLC$30.2M1
36MANGROVE PARTNERS IM, LLC$29.7M1
37HBK INVESTMENTS L P$29.5M1
38NATIXIS$29.1M1
39Swiss National Bank$27.4M1
40ADAGE CAPITAL PARTNERS GP, L.L.C.$26.6M1
41BNP Paribas Asset Management Holding S.A.$21.0M1
42Mitsubishi UFJ Asset Management Co., Ltd.$20.5M1
43Vanguard Global Advisers, LLC$20.4M1
44HSBC HOLDINGS PLC$18.7M1
45VANGUARD ASSET MANAGEMENT, Ltd$18.1M1
46FMR LLC$18.0M1
47SUSQUEHANNA INTERNATIONAL GROUP, LLP$17.7M1
48ARISTEIA CAPITAL, L.L.C.$17.3M1
49BALYASNY ASSET MANAGEMENT L.P.$16.9M1
50MANUFACTURERS LIFE INSURANCE COMPANY, THE$16.8M1
51CITIGROUP INC$15.3M1
52WELLS FARGO & COMPANY/MN$14.7M1
53ROYAL BANK OF CANADA$14.1M1
54Logan Stone Capital, LLC$14.1M1
55OSSIAM$13.0M1
56D. E. Shaw & Co., Inc.$12.4M1
57Harspring Capital Management, LLC$12.0M1
58Deltroit Asset Management (UK) LLP$11.6M1
59CIBC Bancorp USA Inc.$10.7M1
60STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.5M1
61ALLIANCEBERNSTEIN L.P.$10.5M1
62PRINCIPAL FINANCIAL GROUP INC$10.3M1
63Gotham Asset Management, LLC$10.2M1
64Janus Henderson Group Ltd.$10.1M1
65Man Group plc$9.8M1
66OMERS ADMINISTRATION Corp$9.8M1
67WORLDQUANT MILLENNIUM ADVISORS LLC$9.7M1
68LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$9.4M1
69DeepCurrents Investment Group LLC$9.2M1
70Creative Planning$9.1M1
71Swedbank AB$9.1M1
72BANK OF NOVA SCOTIA$8.8M1
73FRANKLIN RESOURCES INC$8.7M1
74AVIVA PLC$8.0M1
75Schonfeld Strategic Advisors LLC$7.8M1
76Swiss Life Asset Management Ltd$7.6M1
77STOREBRAND ASSET MANAGEMENT AS$7.3M1
78Aberdeen Group plc$7.0M1
79Cerity Partners LLC$6.7M1
80FIRST TRUST ADVISORS LP$6.4M1
81Holocene Advisors, LP$6.3M1
82Aequim Alternative Investments LP$6.1M1
83PFA Pension, Forsikringsaktieselskab$6.0M1
84Korea Investment CORP$5.7M1
85KLP KAPITALFORVALTNING AS$5.7M1
86Maven Securities LTD$5.5M1
87MILLENNIUM MANAGEMENT LLC$5.5M1
88JANE STREET GROUP, LLC$5.4M1
89LBP AM SA$5.3M1
90ROYAL LONDON ASSET MANAGEMENT LTD$5.0M1
91CREDIT INDUSTRIEL ET COMMERCIAL$4.9M1
92DANSKE BANK A/S$4.8M1
93Pictet Asset Management Holding SA$4.8M1
94MACKENZIE FINANCIAL CORP$4.8M1
95PRUDENTIAL FINANCIAL INC$4.7M1
96DRW Securities, LLC$4.6M1
97Chevy Chase Trust Holdings, LLC$4.5M1
98NATIONAL BANK OF CANADA /FI/$4.5M1
99Vanguard Investments Australia, Ltd.$4.3M1
100Capula Management Ltd$4.2M1
101Assenagon Asset Management S.A.$4.2M1
102Ensign Peak Advisors, Inc$4.2M1
103Mariner, LLC$4.1M1
104Universal- Beteiligungs- und Servicegesellschaft mbH$4.0M1
105Asset Management One Co., Ltd.$3.8M1
106NewEdge Advisors, LLC$3.8M1
107MERCER GLOBAL ADVISORS INC /ADV$3.8M1
108Tredje AP-fonden$3.6M1
109MACQUARIE GROUP LTD$3.6M1
110PARTNERS CAPITAL INVESTMENT GROUP, LLP$3.6M1
111Hunting Hill Global Capital, LLC$3.5M1
112Illinois Municipal Retirement Fund$3.3M1
113TORONTO DOMINION BANK$3.2M1
114NOMURA ASSET MANAGEMENT CO LTD$3.1M1
115FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$3.1M1
116CWM, LLC$3.0M1
117CREDIT AGRICOLE S A$2.9M1
118AMERICAN CENTURY COMPANIES INC$2.9M1
119Lansforsakringar Fondforvaltning AB (publ)$2.9M1
120Resona Asset Management Co.,Ltd.$2.9M1
121TD ASSET MANAGEMENT INC$2.9M1
122Summit Trail Advisors, LLC$2.9M1
123State of New Jersey Common Pension Fund D$2.8M1
124National Pension Service$2.8M1
125SEB Asset Management AB$2.8M1
126Brooklyn Investment Group$2.7M1
127WINTON GROUP Ltd$2.7M1
128Elo Mutual Pension Insurance Co$2.6M1
129Arizona State Retirement System$2.5M1
130Headlands Technologies LLC$2.5M1
131Czech National Bank$2.5M1
132Mirae Asset Global Investments Co., Ltd.$2.5M1
133Graham Capital Management, L.P.$2.4M1
134Focus Partners Wealth$2.4M1
135STATE OF MICHIGAN RETIREMENT SYSTEM$2.4M1
136NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.4M1
137XPONANCE LLC$2.4M1
138Zurcher Kantonalbank (Zurich Cantonalbank)$2.3M1
139Corient Private Wealth LLC$2.3M1
140CIBC Asset Management Inc$2.2M1
141IFM Investors Pty Ltd$2.2M1
142West Tower Group, LLC$2.2M1
143COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.1M1
144Eurizon Capital SGR S.p.A.$2.1M1
145CAXTON ASSOCIATES LLP$2.1M1
146IEQ CAPITAL, LLC$2.1M1
147PINNACLE ASSOCIATES LTD$2.1M1
148VOYA INVESTMENT MANAGEMENT LLC$2.1M1
149TWO SIGMA INVESTMENTS, LP$2.0M1
150Retirement Systems of Alabama$2.0M1
151ENVESTNET ASSET MANAGEMENT INC$1.9M1
152WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.9M1
153Bridgefront Capital, LLC$1.9M1
154DnB Asset Management AS$1.8M1
155Woodline Partners LP$1.8M1
156TWO SIGMA SECURITIES, LLC$1.8M1
157Tidal Investments LLC$1.8M1
158WHITEBOX ADVISORS LLC$1.7M1
159Vanguard Personalized Indexing Management, LLC$1.7M1
160Freestone Grove Partners LP$1.6M1
161RAYMOND JAMES FINANCIAL INC$1.6M1
162PUBLIC SECTOR PENSION INVESTMENT BOARD$1.6M1
163Daiwa Securities Group Inc.$1.6M1
164Qsemble Capital Management, LP$1.6M1
165Utah Retirement Systems$1.6M1
166Pathstone Holdings, LLC$1.5M1
167NEOS Investment Management LLC$1.5M1
168EntryPoint Capital, LLC$1.5M1
169MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.5M1
170UniSuper Management Pty Ltd$1.4M1
171ProShare Advisors LLC$1.4M1
172Caprock Group, LLC$1.4M1
173Rakuten Investment Management, Inc.$1.4M1
174ExodusPoint Capital Management, LP$1.3M1
175BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.3M1
176FIFTH THIRD BANCORP$1.3M1
177SIH Partners, LLLP$1.3M1
178Avanza Fonder AB$1.3M1
179NISSAY ASSET MANAGEMENT CORP /JAPAN$1.2M1
180Sumitomo Mitsui DS Asset Management Company, Ltd$1.2M1
181Baird Financial Group, Inc.$1.1M1
182Sequoia Financial Advisors, LLC$1.1M1
183OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
184iSAM Funds (UK) Ltd$1.0M1
185Farringdon Capital, Ltd.$1.0M1
186Engineers Gate Manager LP$1.0M1
187LPL Financial LLC$1.0M1
188Caption Management, LLC$997K1
189Encompass More Asset Management$988K1
190MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$981K1
191OP Asset Management Ltd$949K1
192Machina Capital S.A.S.$947K1
193BOYAR ASSET MANAGEMENT INC.$909K1
194ASR Vermogensbeheer N.V.$904K1
195DoubleLine ETF Adviser LP$902K1
196Dynamic Technology Lab Private Ltd$892K1
197Lighthouse Investment Partners, LLC$852K1
198Board of the Pension Protection Fund$838K1
199Wealthfront Advisers LLC$835K1
200Linden Thomas Advisory Services, LLC$822K1
201Federation des caisses Desjardins du Quebec$804K1
202FOX RUN MANAGEMENT, L.L.C.$799K1
203INCEPTIONR LLC$780K1
204Perpetual Ltd$780K1
205Walleye Trading LLC$703K1
206Allspring Global Investments Holdings, LLC$696K1
207Permanent Capital Management, LP$694K1
208SCHRODER INVESTMENT MANAGEMENT GROUP$682K1
209Investment Management Corp of Ontario$667K1
210LEVIN CAPITAL STRATEGIES, L.P.$657K1
211Frec Markets, Inc.$656K1
212Vident Advisory, LLC$614K1
213CANADA PENSION PLAN INVESTMENT BOARD$608K1
214TEMA ETFS LLC$587K1
215HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$580K1
216Pallas Capital Advisors LLC$562K1
217MIZUHO SECURITIES USA LLC$558K1
218PROFUND ADVISORS LLC$558K1
219Norinchukin Bank, The$557K1
220US BANCORP \DE\$555K1
221Rafferty Asset Management, LLC$552K1
222Focus Partners Advisor Solutions, LLC$550K1
223Baker Ellis Asset Management LLC$541K1
224MIRABELLA FINANCIAL SERVICES LLP$540K1
225ASSETMARK, INC$539K1
226Chicago Partners Investment Group LLC$534K1
227QRG CAPITAL MANAGEMENT, INC.$528K1
228GUGGENHEIM CAPITAL LLC$521K1
229Kimelman & Baird, LLC$519K1
230UNITED CAPITAL FINANCIAL ADVISORS, LLC$513K1
231Merit Financial Group, LLC$484K1
232Lido Advisors, LLC$475K1
233NORDEA INVESTMENT MANAGEMENT AB$466K1
234Watershed Asset Management, L.L.C.$461K1
235OSAIC HOLDINGS, INC.$456K1
236NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$454K1
237M&T BANK CORP$447K1
238Crossmark Global Holdings, Inc.$446K1
239Maryland State Retirement & Pension System$443K1
240EVERGREEN CAPITAL MANAGEMENT LLC$436K1
241XTX Topco Ltd$436K1
242Texas Yale Capital Corp.$429K1
243R Squared Ltd$423K1
244O'SHAUGHNESSY ASSET MANAGEMENT, LLC$422K1
245Kestra Advisory Services, LLC$417K1
246Candriam S.C.A.$410K1
247Magnetar Financial LLC$410K1
248COOKSON PEIRCE & CO INC$407K1
249Dynamic Advisor Solutions LLC$400K1
250SEEDS INVESTOR LLC$395K1
251WESTPAC BANKING CORP$395K1
252Vontobel Holding Ltd.$393K1
253Savant Capital, LLC$392K1
254TOKIO MARINE ASSET MANAGEMENT CO LTD$390K1
255Baker Avenue Asset Management, LP$386K1
256HUB Investment Partners, LLC$380K1
257MUFG Securities EMEA plc$378K1
258GATEWAY INVESTMENT ADVISERS LLC$375K1
259GROUPAMA ASSET MANAGMENT$366K1
260Optas, LLC$365K1
261Andra AP-fonden$359K1
262COMMERCE BANK$353K1
263SIGNATUREFD, LLC$348K1
264Laird Norton Wetherby Trust Company, LLC$345K1
265Saudi Central Bank$345K1
266GROUP ONE TRADING LLC$339K1
267Wedmont Private Capital$339K1
268Empirical Finance, LLC$335K1
269Composition Wealth, LLC$331K1
270Sanctuary Advisors, LLC$318K1
271Empowered Funds, LLC$309K1
272HB Wealth Management, LLC$300K1
273Tower Research Capital LLC (TRC)$299K1
274INTECH INVESTMENT MANAGEMENT LLC$296K1
275NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$295K1
276STIFEL FINANCIAL CORP$294K1
277Krilogy Financial LLC$285K1
278BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$283K1
279Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$283K1
280HighTower Advisors, LLC$282K1
281Vise Technologies, Inc.$281K1
282Compound Planning, Inc.$279K1
283Kera Capital Partners, Inc.$278K1
284Verition Fund Management LLC$278K1
285North Dakota State Investment Board$276K1
286COLDSTREAM CAPITAL MANAGEMENT INC$275K1
287PRUDENTIAL PLC$272K1
288Commonwealth Financial Services, LLC$266K1
289Metis Global Partners, LLC$265K1
290QUADRANT CAPITAL GROUP LLC$260K1
291Empirical Asset Management, LLC$259K1
292ABN AMRO INVESTMENT SOLUTIONS$256K1
293LECAP ASSET MANAGEMENT LTD$253K1
294SECURIAN ASSET MANAGEMENT, INC$250K1
295Bull Harbor Capital LLC$249K1
296NOMURA HOLDINGS INC$247K1
297Squarepoint Ops LLC$245K1
298PATTON FUND MANAGEMENT, INC.$239K1
299PCM Encore, LLC$237K1
300CITIZENS FINANCIAL GROUP INC/RI$232K1
301Inscription Capital, LLC$227K1
302Orion Porfolio Solutions, LLC$226K1
303PRELUDE CAPITAL MANAGEMENT, LLC$219K1
304Sepio Capital, LP$218K1
305NorthCrest Asset Manangement, LLC$218K1
306Platform Technology Partners$217K1
307EVOLVE PRIVATE WEALTH, LLC$214K1
308LMR Partners LLP$213K1
309LAZARD ASSET MANAGEMENT LLC$212K1
310CHOREO, LLC$206K1
311B. Metzler seel. Sohn & Co. AG$204K1
312Allworth Financial LP$176K1
313Rockefeller Capital Management L.P.$140K1
314Siemens Fonds Invest GmbH$126K1
315MATHER GROUP, LLC.$123K1
316Pinnacle Wealth Planning Services, Inc.$115K1
317NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$111K1
318EXCHANGE TRADED CONCEPTS, LLC$109K1
319Blue Trust, Inc.$109K1
320MAI Capital Management$103K1
321Central Pacific Bank - Trust Division$99.7K1
322True Wealth Design, LLC$75.5K1
323Smartleaf Asset Management LLC$67.5K1
324Steward Partners Investment Advisory, LLC$65.7K1
325FIL Ltd$63.2K1
326Larson Financial Group LLC$57.1K1
327Basecamp Wealth Advisors LLC$56.8K1
328THOMPSON SIEGEL & WALMSLEY LLC$45.7K1
329Deseret Mutual Benefit Administrators$45.6K1
330FEDERATED HERMES, INC.$38.7K1
331Arax Advisory Partners$29.6K1
332Parkside Financial Bank & Trust$29.3K1
333ACADIAN ASSET MANAGEMENT LLC$28.3K1
334Cromwell Holdings LLC$25.6K1
335Aster Capital Management (DIFC) Ltd$23.3K1
336ARMSTRONG ADVISORY GROUP, INC$20.6K1
337Evelyn Partners Investment Management LLP$18.7K1
338MCF Advisors LLC$18.5K1
339Harbor Asset Planning, Inc.$17.2K1
340JPL Wealth Management, LLC$14.5K1
341ELEVATION WEALTH PARTNERS, LLC$13.2K1
342CVA Family Office, LLC$13.2K1
343Pacific Center for Financial Services$12.6K1
344Private Wealth Management Group, LLC$11.9K1
345Generali Asset Management SPA SGR$11.7K1
346Quarry LP$11.2K1
347UMB Bank, n.a.$11.2K1
348Bell Investment Advisors, Inc$10.5K1
349MV CAPITAL MANAGEMENT, INC.$9.1K1
350Jackson, Grant Investment Advisers, Inc.$8.5K1
351Asset Dedication, LLC$8.3K1
352Twin Tree Management, LP$8.2K1
353Signature Resources Capital Management, LLC$8.1K1
354Activest Wealth Management$7.7K1
355THRIVENT FINANCIAL FOR LUTHERANS$7.4K1
356SJS Investment Consulting Inc.$7.0K1
357JFS WEALTH ADVISORS, LLC$6.8K1
358TD Waterhouse Canada Inc.$6.2K1
359Sachetta, LLC$5.5K1
360Grove Bank & Trust$5.4K1
361Physician Wealth Advisors, Inc.$5.1K1
362CANADA LIFE ASSURANCE Co$5.0K1
363Johnson Financial Group, Inc.$4.5K1
364Manchester Capital Management LLC$4.2K1
365Virtu Financial LLC$4.2K1
366Treasurer of the State of North Carolina$4.0K1
367Rakuten Securities, Inc.$4.0K1
368Owl Creek Wealth Partners LLC$3.7K1
369Rialto Wealth Management, LLC$3.4K1
370Clearstead Advisors, LLC$3.4K1
371Kilter Group LLC$2.9K1
372Addison Advisors LLC$2.7K1
373KBC Group NV$2.7K1
374ALBION FINANCIAL GROUP /UT$2.2K1
375GHP Investment Advisors, Inc.$2.1K1
376SHP Wealth Management$1.9K1
377SUMMIT SECURITIES GROUP LLC$1.5K1
378SouthState Bank Corp$1.4K1
379Mowery & Schoenfeld Wealth Management, LLC$1.3K1
380Annis Gardner Whiting Capital Advisors, LLC$1.2K1
381Spire Wealth Management$1.2K1
382Transamerica Financial Advisors, LLC$1.1K1
383COUNTRY TRUST BANK$9471
384DekaBank Deutsche Girozentrale$9391
385State of Alaska, Department of Revenue$9131
386Intentional Wealth Strategies, LLC$8231
387iA Global Asset Management Inc.$7571
388FINANCIAL CONSULATE, INC$7491
389Kentucky Retirement Systems$7411
390Investors Portfolio Services LLC$7361
391Ilmarinen Mutual Pension Insurance Co$7271
392WPG Advisers, LLC$6481
393N.E.W. Advisory Services LLC$5481
394HFM Investment Advisors, LLC$4741
395Quaker Wealth Management, LLC$4491
396Abound Wealth Management$4491
397Cranbrook Wealth Management, LLC$3251
398Financial Perspectives, Inc$3241
399Vermillion Wealth Management, Inc.$2991
400GSA CAPITAL PARTNERS LLP$2441
401Vestcor Inc$2111
402Prestige Wealth Management Group LLC$2001
403Seneschal Advisors, LLC$1751
404AMERIFLEX GROUP, INC.$1751
405Scarborough Advisors, LLC$1251
406Godfrey Financial Associates, Inc.$1251
407TFC Financial Management, Inc.$501
408Leonteq Securities AG$251
409Cornerstone National Bank & Trust Co$251
410TrinityBridge Ltd$201
411Inspire Investing, LLC$111
412Smithfield Trust Co$81
413Avion Wealth$41
414JTC Employer Solutions Trustee Ltd$31
415Navigoe, LLC$21
416VALLEY NATIONAL ADVISERS INC$11
417Capital Advisors, Ltd. LLC$01
418Centerpoint Advisors, LLC$01
419VANGUARD GROUP INC$01
420GLENMEDE TRUST CO NA$01
421TEACHER RETIREMENT SYSTEM OF TEXAS$01
422HARBOUR INVESTMENTS, INC.$01
423HOWARD HUGHES MEDICAL INSTITUTE$01
424Brandywine Global Investment Management, LLC$01
425PANAGORA ASSET MANAGEMENT INC$01
426COMERICA BANK$01
427YACKTMAN ASSET MANAGEMENT LP$01
428ING GROEP NV$01
429CIBC WORLD MARKETS CORP$01
430PARK AVENUE SECURITIES LLC$01
431STEVENS CAPITAL MANAGEMENT LP$01
432CIBC Private Wealth Group LLC$01
433Grantham, Mayo, Van Otterloo & Co. LLC$01
434NORGES BANK$01
435PEAK6 LLC$01
436Blackstone Inc.$01
437J. Goldman & Co LP$01
438CIBC WORLD MARKET INC.$01
439GAM Holding AG$01
440GTS SECURITIES LLC$01
441HRT FINANCIAL LP$01
442TWO SIGMA ADVISERS, LP$01
443Global Endowment Management, LP$01
444SRH ADVISORS, LLC$01
445Brevan Howard Capital Management LP$01
446Cambria Investment Management, L.P.$01
447Skandinaviska Enskilda Banken AB (publ)$01
448BOOTHBAY FUND MANAGEMENT, LLC$01
449FORSTA AP-FONDEN$01
450Trexquant Investment LP$01
451Teza Capital Management LLC$01
452Cetera Investment Advisers$01
453Centiva Capital, LP$01
454GenTrust, LLC$01
455Clearstead Trust, LLC$01
456Qube Research & Technologies Ltd$01
457Luken Investment Analytics, LLC$01
458Claret Asset Management Corp$01
459Global Retirement Partners, LLC$01
460Oak Thistle LLC$01
461MQS Management LLC$01
462Cynosure Group, LLC$01
463TWINBEECH CAPITAL LP$01
464Y-Intercept (Hong Kong) Ltd$01
465Osmosis Investment Management UK Ltd$01
466CBIZ Investment Advisory Services, LLC$01
467Aquatic Capital Management LLC$01
468OCCUDO QUANTITATIVE STRATEGIES LP$01
469State of Wyoming$01
470Berger Financial Group, Inc$01
471DV EQUITIES, LLC$01
472Optiver Holding B.V.$01
473AlphaQuest LLC$01
474Forum Financial Management, LP$01
475SageView Advisory Group, LLC$01
476AXQ CAPITAL, LP$01
477Cape Investment Advisory, Inc.$01
478Dunhill Financial, LLC$01
479Caitong International Asset Management Co., Ltd$01
480Moran Wealth Management, LLC$01
481Rivermont Capital Management LP$01
482Polymer Capital Management (US) LLC$01
483Clayton Financial Group LLC$01
484Jain Global LLC$01
485Breakwater Investment Management$01
486Havemeyer Place LP$01
487Fieldview Capital Management, LLC$01
488SAGESPRING WEALTH PARTNERS, LLC$01
489Clark Wealth Partners$01
490Fideuram Asset Management (Ireland) dac$01
Truncated by Public Filings. The published aggregate ranks the top 490 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 NWSA

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for NWSA · financials and macro

Financials — as filed PLANNED

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