Public record / Tickers / W

W — Wayfair Inc.

Both disclosure regimes on one name: who in Congress filed about W, 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
30
all PTR rows naming W
Members · 12m
1
3 buys · 0 sells · by trade date
Latest PTR
06-08
filed 2026-06-08
13F holders
438
top-438 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

Pat Roberts · $50.0K–$100K

Sale · traded 2020-12-21 → filed 2020-12-31. Ranked over every W row by the provable lower bound, never a point estimate.

1 member · 3 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.

4 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

3 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. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING W · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning W
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 05-11 +28d$1K–$15K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 05-07 +32d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 05-01 +7d$1K–$15K
2024-02-15Jonathan L. Jackson D–IL-1Sale · JT (jointly owned)Traded 01-17 +29d$15K–$50K
2024-01-12Jonathan L. Jackson D–IL-1Purchase · JT (jointly owned)Traded 2023-12-20 +23d$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 30 ↗

Members active in W

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing W 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.
Gilbert Ray Cisneros, Jr. D–CA-313$3.0K to $45.0K2

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

Congress ↔ notable managers · W

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 · WAYFAIR INC

Merged timeline of congressional filings and notable-manager moves on W
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+5,241 sh
2026-05-15Bridgewater Associates 13Ftrim−24,656 sh
2026-05-15Moore Capital Management 13Ftrim−190,782 sh
2026-05-14Caxton Associates 13Fnew+5,000 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

full holders view ↗
Top institutional holders of W for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1FMR LLC$1.2B1
2Capital World Investors$1.0B1
3BlackRock, Inc.$432M1
4RENAISSANCE TECHNOLOGIES LLC$374M1
5VANGUARD CAPITAL MANAGEMENT LLC$351M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$330M1
7Janus Henderson Group Ltd.$291M1
8GREAT HILL PARTNERS, L.P.$210M1
9SPRUCE HOUSE INVESTMENT MANAGEMENT LLC$196M1
10TWO SIGMA INVESTMENTS, LP$188M1
11WELLINGTON MANAGEMENT GROUP LLP$185M1
12Prescott General Partners LLC$175M1
13UBS Group AG$148M1
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$148M1
15AQR CAPITAL MANAGEMENT LLC$135M1
16STATE STREET CORP$131M1
17BALYASNY ASSET MANAGEMENT L.P.$120M1
18Atreides Management, LP$108M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$86.9M1
20Hook Mill Capital Partners, LP$78.2M1
21DIMENSIONAL FUND ADVISORS LP$77.9M1
22MORGAN STANLEY$73.5M1
23Clearbridge Investments, LLC$72.3M1
24D. E. Shaw & Co., Inc.$69.9M1
25Artemis Investment Management LLP$66.0M1
26Qube Research & Technologies Ltd$58.0M1
27AMERICAN CENTURY COMPANIES INC$57.8M1
28BANK OF NOVA SCOTIA$52.7M1
29Squarepoint Ops LLC$51.7M1
30JACOBS LEVY EQUITY MANAGEMENT, INC$51.3M1
31Southpoint Capital Advisors LP$50.0M1
32VANGUARD FIDUCIARY TRUST CO$49.7M1
33CITADEL ADVISORS LLC$49.6M1
34VOLORIDGE INVESTMENT MANAGEMENT, LLC$49.4M1
35BANK OF AMERICA CORP /DE/$48.1M1
36GOODNOW INVESTMENT GROUP, LLC$48.0M1
37Assenagon Asset Management S.A.$43.3M1
38Schonfeld Strategic Advisors LLC$41.3M1
39BANK OF MONTREAL /CAN/$39.9M1
40Connor, Clark & Lunn Investment Management Ltd.$39.8M1
41NORTHERN TRUST CORP$38.8M1
42CITIGROUP INC$37.1M1
43FEDERATED HERMES, INC.$36.6M1
44Alyeska Investment Group, L.P.$36.3M1
45JANE STREET GROUP, LLC$35.9M1
46Anomaly Capital Management, LP$35.1M1
47MILLENNIUM MANAGEMENT LLC$35.1M1
48Man Group plc$30.8M1
49SCOPUS ASSET MANAGEMENT, L.P.$29.5M1
50Nuveen, LLC$26.0M1
51Invesco Ltd.$25.3M1
52ADAGE CAPITAL PARTNERS GP, L.L.C.$25.0M1
53Contour Asset Management LLC$24.7M1
54Quantinno Capital Management LP$22.7M1
55Rothschild & Co Wealth Management UK Ltd$22.4M1
56BOOTHBAY FUND MANAGEMENT, LLC$19.2M1
57VOYA INVESTMENT MANAGEMENT LLC$18.8M1
58UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$18.6M1
59Nishkama Capital, LLC$18.3M1
60SMITH THOMAS W$17.8M1
61Hidden Lake Asset Management LP$16.6M1
62CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$16.6M1
63SUSQUEHANNA INTERNATIONAL GROUP, LLP$15.9M1
64Walleye Capital LLC$15.7M1
65Onex Canada Asset Management Inc.$15.6M1
66ALLIANCEBERNSTEIN L.P.$15.5M1
67Swiss National Bank$15.3M1
68PANAGORA ASSET MANAGEMENT INC$14.6M1
69Tabor Asset Management, LP$14.3M1
70Susquehanna Portfolio Strategies, LLC$13.7M1
71Portman Square Capital LLP$13.7M1
72Gotham Asset Management, LLC$12.5M1
73Meridiem Capital Partners LP$12.0M1
74WORLDQUANT MILLENNIUM ADVISORS LLC$12.0M1
75NATIXIS$11.6M1
76WELLS FARGO & COMPANY/MN$10.5M1
77FIRST TRUST ADVISORS LP$10.2M1
78ROYAL BANK OF CANADA$9.9M1
79FRANKLIN RESOURCES INC$9.6M1
80CANADA PENSION PLAN INVESTMENT BOARD$8.9M1
81HSBC HOLDINGS PLC$8.8M1
82CYPRESS POINT INVESTMENT MANAGEMENT LP$8.3M1
83OFI INVEST ASSET MANAGEMENT$7.9M1
84RAYMOND JAMES FINANCIAL INC$7.4M1
85Verition Fund Management LLC$7.0M1
86VANGUARD ASSET MANAGEMENT, Ltd$7.0M1
87Proficio Capital Partners LLC$6.3M1
88Legal & General Group Plc$6.3M1
89Shellback Capital, LP$6.0M1
90STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$6.0M1
91BloombergSen Inc.$6.0M1
92Interval Partners, LP$5.9M1
93Engineers Gate Manager LP$5.6M1
94STATE OF WISCONSIN INVESTMENT BOARD$5.0M1
95OP Asset Management Ltd$5.0M1
96Panoramic Capital, LLC$5.0M1
97Soviero Asset Management, LP$4.9M1
98Jain Global LLC$4.7M1
99Bridgewater Associates, LP$4.6M1
100OSSIAM$4.6M1
101PEAK6 LLC$4.4M1
102SEI INVESTMENTS CO$4.2M1
103LAZARD ASSET MANAGEMENT LLC$4.1M1
104Illinois Municipal Retirement Fund$4.1M1
105Corient Private Wealth LLC$4.0M1
106ENVESTNET ASSET MANAGEMENT INC$3.9M1
107Optiver Holding B.V.$3.8M1
108Vanguard Global Advisers, LLC$3.6M1
109Mirae Asset Global Investments Co., Ltd.$3.5M1
110Taproot Management LP$3.3M1
111Atom Investors LP$3.2M1
112Chemistry Wealth Management LLC$3.2M1
113XTX Topco Ltd$3.2M1
114Zurcher Kantonalbank (Zurich Cantonalbank)$3.0M1
115PDT Partners, LLC$2.9M1
116ProShare Advisors LLC$2.9M1
117AXQ CAPITAL, LP$2.7M1
118MONTAG A & ASSOCIATES INC$2.7M1
119State of New Jersey Common Pension Fund D$2.7M1
120Caption Management, LLC$2.7M1
121POLEN CAPITAL MANAGEMENT LLC$2.6M1
122Silvant Capital Management LLC$2.5M1
123North Dakota State Investment Board$2.5M1
124LPL Financial LLC$2.4M1
125Ruffer LLP$2.4M1
126GROUP ONE TRADING LLC$2.3M1
127Lighthouse Investment Partners, LLC$2.3M1
128Trexquant Investment LP$2.3M1
129Arizona State Retirement System$2.1M1
130CWM, LLC$2.1M1
131Mitsubishi UFJ Trust & Banking Corp$2.0M1
132Vanguard Investments Australia, Ltd.$2.0M1
133Castle Hook Partners LP$1.9M1
134Creative Planning$1.9M1
135IMC-Chicago, LLC$1.8M1
136NATIONAL BANK OF CANADA /FI/$1.8M1
137Oak Thistle LLC$1.8M1
138Summit Trail Advisors, LLC$1.7M1
139KLP KAPITALFORVALTNING AS$1.7M1
140OMERS ADMINISTRATION Corp$1.7M1
141MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.7M1
142Elo Mutual Pension Insurance Co$1.6M1
143WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.6M1
144Universal- Beteiligungs- und Servicegesellschaft mbH$1.5M1
145WT Wealth Management$1.5M1
146Freestone Grove Partners LP$1.4M1
147Mariner, LLC$1.4M1
148Mayflower Financial Advisors, LLC$1.3M1
149Kennondale Capital Management LLC$1.3M1
150Kestra Investment Management, LLC$1.3M1
151IEQ CAPITAL, LLC$1.2M1
152Pictet Asset Management Holding SA$1.2M1
153ARISTEIA CAPITAL, L.L.C.$1.2M1
154Parallax Volatility Advisers, L.P.$1.2M1
155MERCER GLOBAL ADVISORS INC /ADV$1.1M1
156OCCUDO QUANTITATIVE STRATEGIES LP$1.1M1
157Cetera Investment Advisers$1.0M1
158Vanguard Personalized Indexing Management, LLC$1.0M1
159Tidal Investments LLC$1.0M1
160Focus Partners Wealth$998K1
161FORA Capital, LLC$987K1
162Centiva Capital, LP$955K1
163Cerity Partners LLC$950K1
164Numerai GP LLC$934K1
165Aquatic Capital Management LLC$913K1
166NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$887K1
167Ionic Capital Management LLC$865K1
168TEACHER RETIREMENT SYSTEM OF TEXAS$863K1
169Dynamic Technology Lab Private Ltd$859K1
170STIFEL FINANCIAL CORP$839K1
171Lisanti Capital Growth, LLC$833K1
172BLAIR WILLIAM & CO/IL$803K1
173MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$799K1
174NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$757K1
175MACQUARIE GROUP LTD$757K1
176Daiwa Securities Group Inc.$735K1
177DEUTSCHE BANK AG\$709K1
178Y-Intercept (Hong Kong) Ltd$699K1
179Baker Avenue Asset Management, LP$698K1
180Swiss Life Asset Management Ltd$680K1
181Trek Financial, LLC$679K1
182Blueshift Asset Management, LLC$668K1
183TWIN FOCUS CAPITAL PARTNERS, LLC$668K1
184XPONANCE LLC$664K1
185Inspire Advisors, LLC$651K1
186Amundi$648K1
187Vise Technologies, Inc.$643K1
188Invst, LLC$638K1
189SSI INVESTMENT MANAGEMENT LLC$632K1
190Marex Group Ltd$615K1
191Independent Advisor Alliance$595K1
192COMMONWEALTH EQUITY SERVICES, LLC$584K1
193Alphadyne Asset Management LP$574K1
194TD Waterhouse Canada Inc.$562K1
195Patriot Financial Group Insurance Agency, LLC$561K1
196Concentric Capital Strategies, LP$547K1
197Aragon Global Management, LP$542K1
198SIGNATUREFD, LLC$540K1
199Smith Group Asset Management, LLC$514K1
200Empowered Funds, LLC$514K1
201MANGROVE PARTNERS IM, LLC$507K1
202MOORE CAPITAL MANAGEMENT, LP$503K1
203MIRABELLA FINANCIAL SERVICES LLP$488K1
204Federation des caisses Desjardins du Quebec$474K1
205Sanctuary Advisors, LLC$459K1
206Annis Gardner Whiting Capital Advisors, LLC$433K1
207Cynosure Group, LLC$417K1
208State of Wyoming$414K1
209Pathstone Holdings, LLC$413K1
210Ensign Peak Advisors, Inc$412K1
211Utah Retirement Systems$391K1
212M&T BANK CORP$389K1
213DnB Asset Management AS$381K1
214Intrepid Financial Planning Group LLC$376K1
215CAXTON ASSOCIATES LLP$376K1
216Merit Financial Group, LLC$374K1
217Sycale Advisors (NY) LLC$371K1
218Inscription Capital, LLC$369K1
219Pallas Capital Advisors LLC$368K1
220Maryland State Retirement & Pension System$356K1
221OSAIC HOLDINGS, INC.$349K1
222Steward Partners Investment Advisory, LLC$343K1
223Chicago Partners Investment Group LLC$329K1
224Advisors Asset Management, Inc.$326K1
225Optas, LLC$322K1
226US BANCORP \DE\$321K1
227FIFTH THIRD BANCORP$315K1
228Optimist Retirement Group LLC$314K1
229UNITED CAPITAL FINANCIAL ADVISORS, LLC$310K1
230PRUDENTIAL FINANCIAL INC$301K1
231Wedmont Private Capital$296K1
232O'SHAUGHNESSY ASSET MANAGEMENT, LLC$295K1
233QRG CAPITAL MANAGEMENT, INC.$291K1
234CAPSTONE INVESTMENT ADVISORS, LLC$288K1
235PRELUDE CAPITAL MANAGEMENT, LLC$284K1
236SPIREPOINT PRIVATE CLIENT, LLC$281K1
237CSS LLC/IL$275K1
238Divisadero Street Capital Management, LP$263K1
239CIBC Asset Management Inc$255K1
240Magnus Financial Group LLC$248K1
241Triumph Capital Management$248K1
242INCEPTIONR LLC$244K1
243Integrated Advisors Network LLC$244K1
244PRINCIPAL FINANCIAL GROUP INC$238K1
245TRUIST FINANCIAL CORP$235K1
246Blue Trust, Inc.$228K1
247Kingsview Wealth Management, LLC$228K1
248NewEdge Wealth, LLC$228K1
249Kera Capital Partners, Inc.$227K1
250Sagewood Asset Management LP$214K1
251Bayesian Capital Management, LP$211K1
252FLYNN ZITO CAPITAL MANAGEMENT, LLC$209K1
253Cambria Investment Management, L.P.$206K1
254EVOLVE PRIVATE WEALTH, LLC$202K1
255Cypress Wealth Services, LLC$201K1
256Crewe Advisors LLC$158K1
257Eurizon Capital SGR S.p.A.$145K1
258BNP Paribas Asset Management Holding S.A.$139K1
259Tower Research Capital LLC (TRC)$130K1
260Marquette Asset Management, LLC$113K1
261ABS Direct Equity Fund LLC$71.3K1
262NOMURA ASSET MANAGEMENT CO LTD$67.7K1
263Larson Financial Group LLC$67.4K1
264Quarry LP$63.6K1
265Allworth Financial LP$59.7K1
266Rockefeller Capital Management L.P.$57.2K1
267Basecamp Wealth Advisors LLC$56.9K1
268Pinnacle Wealth Planning Services, Inc.$51.9K1
269Key Capital Management, INC$49.9K1
270Central Pacific Bank - Trust Division$33.8K1
271Aster Capital Management (DIFC) Ltd$29.9K1
272True Wealth Design, LLC$29.6K1
273Mitsubishi UFJ Asset Management Co., Ltd.$26.6K1
274Caitong International Asset Management Co., Ltd$24.2K1
275Arax Advisory Partners$23.4K1
276Leonteq Securities AG$20.2K1
277Elequin Capital, LP$15.6K1
278INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$15.2K1
279MAI Capital Management$13.2K1
280HRT FINANCIAL LP$10.9K1
281CVA Family Office, LLC$9.3K1
282Rakuten Securities, Inc.$9.0K1
283Smartleaf Asset Management LLC$8.1K1
284Bell Investment Advisors, Inc$7.6K1
285DANSKE BANK A/S$7.5K1
286BARRETT & COMPANY, INC.$7.5K1
287Kemnay Advisory Services Inc.$7.5K1
288INGALLS & SNYDER LLC$7.4K1
289ALGERT GLOBAL LLC$7.3K1
290Westfuller Advisors, LLC$6.0K1
291Parkside Financial Bank & Trust$5.9K1
292ASSETMARK, INC$5.3K1
293MEEDER ASSET MANAGEMENT INC$4.8K1
294Financial Perspectives, Inc$4.3K1
295Sachetta, LLC$3.4K1
296JFS WEALTH ADVISORS, LLC$3.3K1
297SJS Investment Consulting Inc.$3.3K1
298Treasurer of the State of North Carolina$3.2K1
299Owl Creek Wealth Partners LLC$2.6K1
300CHILTON CAPITAL MANAGEMENT LLC$2.5K1
301Penserra Capital Management LLC$2.5K1
302Employees Retirement System of Texas$2.3K1
303ELEVATION WEALTH PARTNERS, LLC$2.3K1
304QUADRANT CAPITAL GROUP LLC$2.1K1
305Investors Research Corp$1.9K1
306CLEAR INVESTMENT RESEARCH, LLC$1.7K1
307NFSG Corp$1.5K1
308EFG International AG$1.5K1
309Clearstead Trust, LLC$1.4K1
310Cromwell Holdings LLC$1.3K1
311Godfrey Financial Associates, Inc.$1.2K1
312DiNuzzo Private Wealth, Inc.$1.1K1
313UMB Bank, n.a.$1.1K1
314Retirement Wealth Solutions LLC$1.1K1
315CANADA LIFE ASSURANCE Co$8681
316BFSG, LLC$7531
317ACADIAN ASSET MANAGEMENT LLC$7501
318Vermillion Wealth Management, Inc.$6771
319Signature Equity Partners, LLC$5261
320Intentional Wealth Strategies, LLC$5261
321CMT Capital Markets Trading GmbH$4201
322State of Alaska, Department of Revenue$4071
323KBC Group NV$3141
324Glen Eagle Advisors, LLC$3011
325Rialto Wealth Management, LLC$3011
326HFM Investment Advisors, LLC$3011
327CENTAURUS FINANCIAL, INC.$2621
328GSA CAPITAL PARTNERS LLP$2501
329THRIVENT FINANCIAL FOR LUTHERANS$2461
330TOTH FINANCIAL ADVISORY CORP$1511
331DekaBank Deutsche Girozentrale$791
332SHP Wealth Management$751
333Avion Wealth$21
334VANGUARD GROUP INC$01
335Clearstead Advisors, LLC$01
336Atlantic Union Bankshares Corp$01
337COMERICA BANK$01
338VIRGINIA RETIREMENT SYSTEMS ET Al$01
339INTECH INVESTMENT MANAGEMENT LLC$01
340WEBSTER BANK, N. A.$01
341BRIDGEWAY CAPITAL MANAGEMENT, LLC$01
342RBF Capital, LLC$01
343EVERGREEN CAPITAL MANAGEMENT LLC$01
344GUGGENHEIM CAPITAL LLC$01
345CIBC Private Wealth Group LLC$01
346Avalon Global Asset Management LLC$01
347Graham Capital Management, L.P.$01
348Allen Investment Management, LLC$01
349Polar Asset Management Partners Inc.$01
350Curi Capital, LLC$01
351SCOTIA CAPITAL INC.$01
352CONTRAVISORY INVESTMENT MANAGEMENT, INC.$01
353NORGES BANK$01
354Hudson Bay Capital Management LP$01
355PUBLIC SECTOR PENSION INVESTMENT BOARD$01
356CIBC WORLD MARKET INC.$01
357Cannell & Spears LLC$01
358EVENTIDE ASSET MANAGEMENT, LLC$01
359TWO SIGMA SECURITIES, LLC$01
360HighTower Advisors, LLC$01
361TWO SIGMA ADVISERS, LP$01
362Diversified Trust Co$01
363Voleon Capital Management LP$01
364Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$01
365Edgestream Partners, L.P.$01
366Berkshire Money Management, Inc.$01
367Allianz Asset Management GmbH$01
368HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$01
369LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$01
370PICTON MAHONEY ASSET MANAGEMENT$01
371Prospera Financial Services Inc$01
372Baader Bank Aktiengesellschaft$01
373RWA WEALTH PARTNERS, LLC$01
374LMR Partners LLP$01
375Harvest Investment Services, LLC$01
376Friedenthal Financial$01
377Sequoia Financial Advisors, LLC$01
378Point72 Asset Management, L.P.$01
379Caprock Group, LLC$01
380WINTON GROUP Ltd$01
381GFG Capital, LLC$01
382KESTRA PRIVATE WEALTH SERVICES, LLC$01
383Lido Advisors, LLC$01
384Tredje AP-fonden$01
385Krilogy Financial LLC$01
386CHOREO, LLC$01
387PFG Advisors$01
388Covenant Asset Management, LLC$01
389Bryn Mawr Trust Advisors, LLC$01
390Holocene Advisors, LP$01
391Garner Asset Management Corp$01
392DV Trading LLC$01
393Vestmark Advisory Solutions, Inc.$01
394Beacon Pointe Advisors, LLC$01
395Vident Advisory, LLC$01
396Global Retirement Partners, LLC$01
397Clarity Wealth Advisors, LLC$01
398Wolf Hill Capital Management, LP$01
399Cinctive Capital Management LP$01
400Meeder Advisory Services, Inc.$01
401Aaron Wealth Advisors LLC$01
402Kestra Advisory Services, LLC$01
403AlTi Global, Inc.$01
404DV EQUITIES, LLC$01
405Mach-1 Financial Group, LLC$01
406CHILDRESS CAPITAL ADVISORS, LLC$01
407PINNBROOK CAPITAL MANAGEMENT LP$01
408MANE GLOBAL CAPITAL MANAGEMENT LP$01
409Skaana Management L.P.$01
410Caerus Investment Advisors, LLC$01
411Focus Partners Advisor Solutions, LLC$01
412Activest Wealth Management$01
413AlphaQuest LLC$01
414NorthCrest Asset Manangement, LLC$01
415PharVision Advisers, LLC$01
416Forum Financial Management, LP$01
417SageView Advisory Group, LLC$01
418Range Financial Group LLC$01
419Dunhill Financial, LLC$01
420Arista Wealth Management, LLC$01
421Compound Planning, Inc.$01
422Concurrent Investment Advisors, LLC$01
423Benchstone Capital Management LP$01
424Havemeyer Place LP$01
425Northwest & Ethical Investments L.P.$01
426Wealth Watch Advisors, INC$01
427Bayforest Capital Ltd$01
428REAP Financial Group, LLC$01
429SummitTX Capital, L.P.$01
430Night Squared LP$01
431WPG Advisers, LLC$01
432Wealth Enhancement Trust Services, Inc.$01
433OPTIMA CAPITAL LLC$01
434Dockside LLC$01
435Eddie Patel Inc$01
436VARCOV Co.$01
437Odyssean, LLC$01
438Advocate Investing Services LLC$01
Truncated by Public Filings. The published aggregate ranks the top 438 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 / 0 sell
Congress net ($ bound)$3.0K to $45.0K
Filers net (actions)not in build
Filers net ($ 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 W

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for W · financials and macro

Financials — as filed PLANNED

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