Public record / Tickers / CELH

CELH — Celsius Holdings, Inc.†

Both disclosure regimes on one name: who in Congress filed about CELH, 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 CELH
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-12
filed 2025-08-12
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 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Markwayne Mullin · $1.0K–$15.0K

SELL · traded 2024-01-04 → filed 2025-08-12. Ranked over every CELH row by the provable lower bound, never a point estimate.

No member disclosed CELH 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.

3 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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CELH · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CELH
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-12Markwayne Mullin R–OKSELL SP (spouse-owned)Traded 2024-01-04 LATE·586d$1K–$15K
2025-08-12Markwayne Mullin R–OKSELL partial (partial sale, member-owned)Traded 2023-12-22 LATE·599d$1K–$15Kamendment pending
2025-07-30Markwayne Mullin R–OKBUY SP (spouse-owned)Traded 2023-01-03 LATE·939d$1K–$15K
2025-02-13Robert P. Bresnahan, Jr. R–PA-8SELL JT (jointly owned)Traded 01-13 +31d$1K–$15K
2024-11-07Sheldon Whitehouse D–RISELLTraded 10-08 +30d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 11 ↗

Members active in CELH

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed CELH in the trailing 12 months.

Congress ↔ notable managers · CELH

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

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · CELSIUS HLDGS INC

Merged timeline of congressional filings and notable-manager moves on CELH
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FTRIM−157,154 sh
2026-05-15Gotham Asset Management 13FEXIT−6,400 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · 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 CELH for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1ALLIANCEBERNSTEIN L.P.$905M1
2BlackRock, Inc.$566M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$313M1
4VANGUARD CAPITAL MANAGEMENT LLC$291M1
5FMR LLC$222M1
6STATE STREET CORP$178M1
7WESTFIELD CAPITAL MANAGEMENT CO LP$134M1
8MASSACHUSETTS FINANCIAL SERVICES CO /MA/$109M1
9MORGAN STANLEY$99.3M1
10Divisadero Street Capital Management, LP$90.0M1
11BALYASNY ASSET MANAGEMENT L.P.$84.9M1
12Champlain Investment Partners, LLC$84.3M1
13Fund 1 Investments, LLC$55.8M1
14CITIGROUP INC$53.9M1
15Junto Capital Management LP$52.3M1
16Invesco Ltd.$51.2M1
17UBS Group AG$50.0M1
18NORTHERN TRUST CORP$49.1M1
19RAYMOND JAMES FINANCIAL INC$48.6M1
20VOYA INVESTMENT MANAGEMENT LLC$47.2M1
21JENNISON ASSOCIATES LLC$46.1M1
22Blue Grotto Capital, LLC$44.7M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$43.6M1
24FULLER & THALER ASSET MANAGEMENT, INC.$43.3M1
25Voss Capital, LP$42.8M1
26UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$42.0M1
27Capital International Investors$38.1M1
28Janus Henderson Group Ltd.$37.6M1
29VANGUARD FIDUCIARY TRUST CO$37.1M1
30JUPITER ASSET MANAGEMENT LTD$33.9M1
31FRONTIER CAPITAL MANAGEMENT CO LLC$33.2M1
32Point72 Asset Management, L.P.$30.1M1
33Alyeska Investment Group, L.P.$26.2M1
34COMMERCE BANK$25.0M1
35SUSQUEHANNA INTERNATIONAL GROUP, LLP$24.4M1
36Pictet Asset Management Holding SA$24.0M1
37Retirement Systems of Alabama$19.7M1
38EXCHANGE TRADED CONCEPTS, LLC$18.8M1
39Shay Capital LLC$18.3M1
40BANK OF AMERICA CORP /DE/$18.0M1
41ENVESTNET ASSET MANAGEMENT INC$17.2M1
42WELLINGTON MANAGEMENT GROUP LLP$16.3M1
43PRINCIPAL FINANCIAL GROUP INC$16.1M1
44Universal- Beteiligungs- und Servicegesellschaft mbH$15.2M1
45Squarepoint Ops LLC$15.1M1
46Nuveen, LLC$14.2M1
47LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$13.6M1
48LPL Financial LLC$12.9M1
49ExodusPoint Capital Management, LP$12.7M1
50OFI INVEST ASSET MANAGEMENT$12.6M1
51Broad Bay Capital Management, LP$12.5M1
52SCOPUS ASSET MANAGEMENT, L.P.$11.7M1
53Tyro Capital Management LLC$11.2M1
54AQR CAPITAL MANAGEMENT LLC$11.0M1
55Swiss National Bank$10.9M1
56Walleye Trading LLC$10.7M1
57ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$9.8M1
58FIL Ltd$9.8M1
59SEI INVESTMENTS CO$9.5M1
60Man Group plc$9.0M1
61Moran Wealth Management, LLC$8.8M1
62BW Gestao de Investimentos Ltda.$8.7M1
63Clark Capital Management Group, Inc.$8.6M1
64OMERS ADMINISTRATION Corp$8.2M1
65DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$8.1M1
66FIRST TRUST ADVISORS LP$8.0M1
67Legal & General Group Plc$7.7M1
68Bayberry Capital Partners LP$7.5M1
69Wealth High Governance Asset Management Ltda.$7.4M1
70FINDELL CAPITAL MANAGEMENT LLC$7.1M1
71WELLS FARGO & COMPANY/MN$6.8M1
72OSAIC HOLDINGS, INC.$6.7M1
73Korea Investment CORP$6.4M1
74DIMENSIONAL FUND ADVISORS LP$6.4M1
75Kercheville Advisors, LLC$6.3M1
76CITADEL ADVISORS LLC$6.0M1
77Portolan Capital Management, LLC$5.8M1
78ROYAL BANK OF CANADA$5.7M1
79BEACONLIGHT CAPITAL, LLC$5.5M1
80NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$5.4M1
81WS MANAGEMENT LLLP$5.3M1
82BAYPOINTE PARTNERS LLC$5.3M1
83CREDIT AGRICOLE S A$5.1M1
84HOWE & RUSLING INC$5.1M1
85VANGUARD ASSET MANAGEMENT, Ltd$5.1M1
86STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.0M1
87CANADA PENSION PLAN INVESTMENT BOARD$4.9M1
88Prospect Capital Advisors, LLC$4.6M1
89HUB Investment Partners, LLC$4.6M1
90MILLENNIUM MANAGEMENT LLC$4.6M1
91Sone Capital Management, LLC$4.5M1
92Allianz Asset Management GmbH$4.4M1
93IMC-Chicago, LLC$4.4M1
94INFRASTRUCTURE CAPITAL ADVISORS, LLC$4.3M1
95MANUFACTURERS LIFE INSURANCE COMPANY, THE$4.2M1
96PICTON MAHONEY ASSET MANAGEMENT$4.2M1
97Savoir Faire Capital Management, L.P.$4.1M1
98CWA Asset Management Group, LLC$4.0M1
99UNICOM Systems, Inc.$3.9M1
100BLAIR WILLIAM & CO/IL$3.9M1
101Cetera Investment Advisers$3.8M1
102Walleye Capital LLC$3.7M1
103TORONTO DOMINION BANK$3.7M1
104BANK OF MONTREAL /CAN/$3.6M1
105SUMITOMO MITSUI FINANCIAL GROUP, INC.$3.5M1
106STATE OF WISCONSIN INVESTMENT BOARD$3.5M1
107Bridgewater Associates, LP$3.4M1
108FIFTH THIRD BANCORP$3.3M1
109EFG International AG$3.3M1
110Blackstone Inc.$3.2M1
111Wakefield Asset Management LLLP$3.2M1
112THORNBURG INVESTMENT MANAGEMENT INC$3.1M1
113Bedell Frazier Investment Counselling, LLC$3.1M1
114Eurizon Capital SGR S.p.A.$3.0M1
115Kestra Advisory Services, LLC$3.0M1
116Trexquant Investment LP$3.0M1
117Future Fund LLC$2.9M1
118AMERICAN CENTURY COMPANIES INC$2.9M1
119Sullivan Wood Capital Management LLC$2.9M1
120Bridgefront Capital, LLC$2.9M1
121STIFEL FINANCIAL CORP$2.9M1
122LEVEL FOUR ADVISORY SERVICES, LLC$2.8M1
123Parallax Volatility Advisers, L.P.$2.7M1
124Quantinno Capital Management LP$2.7M1
1254D Advisors, LLC$2.7M1
126XTX Topco Ltd$2.6M1
127Verition Fund Management LLC$2.6M1
128Caption Management, LLC$2.5M1
129Qube Research & Technologies Ltd$2.4M1
130CASTLEARK MANAGEMENT LLC$2.4M1
131STABLEFORD CAPITAL II LLC$2.4M1
132MML INVESTORS SERVICES, LLC$2.3M1
133Vanguard Global Advisers, LLC$2.3M1
134GUGGENHEIM CAPITAL LLC$2.3M1
135GPM Growth Investors, Inc.$2.3M1
136Owlhouse Capital LP$2.3M1
137DIVERSIFY WEALTH MANAGEMENT, LLC$2.2M1
138SWS Partners$2.2M1
139MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.2M1
140BOOTHBAY FUND MANAGEMENT, LLC$2.2M1
141INTECH INVESTMENT MANAGEMENT LLC$2.1M1
142PANAGORA ASSET MANAGEMENT INC$2.1M1
143LEAVELL INVESTMENT MANAGEMENT, INC.$2.1M1
144BENNETT SELBY INVESTMENTS LP$2.0M1
145COMMONWEALTH EQUITY SERVICES, LLC$2.0M1
146GATEWAY INVESTMENT ADVISERS LLC$2.0M1
147Fairvoy Private Wealth, LLC$2.0M1
148Schonfeld Strategic Advisors LLC$1.9M1
149State of New Jersey Common Pension Fund D$1.9M1
150M & L Capital Management Ltd$1.9M1
151Sovran Advisors, LLC$1.9M1
152Gradient Investments LLC$1.9M1
153Inspire Investing, LLC$1.9M1
154GROUP ONE TRADING LLC$1.8M1
155Polar Asset Management Partners Inc.$1.7M1
156D. E. Shaw & Co., Inc.$1.6M1
157Amundi$1.6M1
158Banco Santander, S.A.$1.5M1
159Creative Planning$1.5M1
160Arizona State Retirement System$1.5M1
161Rockefeller Capital Management L.P.$1.5M1
162Linden Thomas Advisory Services, LLC$1.5M1
163PEAK6 LLC$1.5M1
164TriaGen Wealth Management LLC$1.4M1
165COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.4M1
166Vanguard Investments Australia, Ltd.$1.4M1
167Zurcher Kantonalbank (Zurich Cantonalbank)$1.4M1
168BARD ASSOCIATES INC$1.4M1
169Diversified Trust Co$1.3M1
170Sequoia Financial Advisors, LLC$1.3M1
171XPONANCE LLC$1.3M1
172Senator Investment Group LP$1.3M1
173NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.3M1
174FRANKLIN RESOURCES INC$1.2M1
175FirstWave Capital Management LLC$1.2M1
176OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.2M1
177Vanguard Personalized Indexing Management, LLC$1.2M1
178CastleKnight Management LP$1.1M1
179TRUIST FINANCIAL CORP$1.1M1
180M&T BANK CORP$1.1M1
181LuminArx Capital Management LP$1.1M1
182TWO SIGMA INVESTMENTS, LP$1.1M1
183US BANCORP \DE\$1.0M1
184Envestnet Portfolio Solutions, Inc.$1.0M1
185Global Wealth Management Investment Advisory, Inc.$1.0M1
186PINNACLE ASSOCIATES LTD$1.0M1
187Cerity Partners LLC$1.0M1
188RFG Advisory, LLC$979K1
189HSBC HOLDINGS PLC$958K1
190Penn Capital Management Company, LLC$951K1
191Blueshift Asset Management, LLC$936K1
192FOX RUN MANAGEMENT, L.L.C.$933K1
193Cypress Capital Management LLC (WY)$888K1
194ABS Direct Equity Fund LLC$887K1
195HighTower Advisors, LLC$862K1
196Baird Financial Group, Inc.$826K1
197OUTFITTERS FINANCIAL LLC$822K1
198Assenagon Asset Management S.A.$807K1
199Fire Capital Management LLC$792K1
200CIBC WORLD MARKET INC.$776K1
201OPPENHEIMER & CO INC$770K1
202FIRST CITIZENS BANK & TRUST CO$756K1
203Intesa Sanpaolo Wealth Management$738K1
204Kazazian Asset Management, LLC$724K1
205Banque Cantonale Vaudoise$710K1
206Beacon Pointe Advisors, LLC$704K1
207AXQ CAPITAL, LP$701K1
208NOMURA HOLDINGS INC$694K1
209Elevate Capital Advisors, LLC$693K1
210QUADRANT CAPITAL GROUP LLC$673K1
211ZACKS INVESTMENT MANAGEMENT$664K1
212Lighthouse Investment Partners, LLC$649K1
213Marex Group Ltd$649K1
214EPG Wealth Management LLC$646K1
215Apriem Advisors$644K1
216Geneos Wealth Management Inc.$638K1
217CAPSTONE INVESTMENT ADVISORS, LLC$631K1
218Bayesian Capital Management, LP$628K1
219Legacy Bridge, LLC$627K1
220Jefferies Financial Group Inc.$621K1
221Numerai GP LLC$599K1
222WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$598K1
223CHOREO, LLC$596K1
224MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$592K1
225Blue Chip Partners, LLC$592K1
226Gladstone Institutional Advisory LLC$590K1
227HB Wealth Management, LLC$579K1
228Leonteq Securities AG$574K1
229FEDERATED HERMES, INC.$557K1
230Elo Mutual Pension Insurance Co$551K1
231MOODY NATIONAL BANK TRUST DIVISION$551K1
232Pathstone Holdings, LLC$550K1
233Engineers Gate Manager LP$544K1
234DAVENPORT & Co LLC$536K1
235GatePass Capital, LLC$532K1
236Steward Partners Investment Advisory, LLC$526K1
237Allspring Global Investments Holdings, LLC$524K1
238CWM, LLC$520K1
239Federation des caisses Desjardins du Quebec$505K1
240Summit Trail Advisors, LLC$496K1
241DEUTSCHE BANK AG\$474K1
242FOUNDATIONS INVESTMENT ADVISORS, LLC$467K1
243Headlands Technologies LLC$465K1
244GRANITE ISLANDS PRIVATE WEALTH, LLC$459K1
245Enhancing Capital LLC$441K1
246Cresset Asset Management, LLC$423K1
247HARMONY ASSET MANAGEMENT LLC$419K1
248SECURIAN ASSET MANAGEMENT, INC$418K1
249Mendel Money Management$418K1
250Wealthfront Advisers LLC$417K1
251INTACT INVESTMENT MANAGEMENT INC.$415K1
252Crossmark Global Holdings, Inc.$410K1
253Fieldview Capital Management, LLC$409K1
254Private Advisor Group, LLC$409K1
255Gibbs Wealth Management$398K1
256RPG Investment Advisory, LLC$385K1
257Vinva Investment Management Ltd$377K1
258COOKSON PEIRCE & CO INC$375K1
259Encompass More Asset Management$374K1
260MAVERICK CAPITAL LTD$370K1
261VestGen Advisors, LLC$364K1
262Alliance Wealth Advisors, LLC /UT$364K1
263Avior Wealth Management, LLC$363K1
264SLT Holdings LLC$361K1
265ONTARIO TEACHERS PENSION PLAN BOARD$361K1
266JANE STREET GROUP, LLC$356K1
267Xcel Wealth Management, LLC$355K1
268Corient Private Wealth LLC$350K1
269Quadcap Wealth Management, LLC$348K1
270Swiss Life Asset Management Ltd$342K1
271Atom Investors LP$332K1
272Sanctuary Advisors, LLC$324K1
273Falcon Wealth Planning$322K1
274Caprock Group, LLC$321K1
275EVERGREEN CAPITAL MANAGEMENT LLC$320K1
276Index Fund Advisors, Inc.$315K1
277Moors & Cabot, Inc.$315K1
278Utah Retirement Systems$308K1
279TD Waterhouse Canada Inc.$306K1
280Brooklyn Investment Group$301K1
281O'SHAUGHNESSY ASSET MANAGEMENT, LLC$301K1
282Meiji Yasuda Life Insurance Co$300K1
283Portside Wealth Group, LLC$294K1
284ROYAL LONDON ASSET MANAGEMENT LTD$292K1
285Maryland State Retirement & Pension System$292K1
286MERCER GLOBAL ADVISORS INC /ADV$292K1
287CIBC Asset Management Inc$291K1
288Unify Financial Advisors$283K1
289Tidal Investments LLC$278K1
290Nicholas Investment Partners, LP$275K1
291Cyndeo Wealth Partners, LLC$273K1
292&PARTNERS$264K1
293MAI Capital Management$263K1
294Ballentine Partners, LLC$261K1
295Kingdom Financial Group LLC.$252K1
296Everest Financial Group LLC$250K1
297Meiji Yasuda Asset Management Co Ltd.$248K1
298City Center Advisors, LLC$238K1
299Tower Research Capital LLC (TRC)$235K1
300Merit Financial Group, LLC$234K1
301Freestone Grove Partners LP$232K1
302Centiva Capital, LP$229K1
303PRUDENTIAL FINANCIAL INC$229K1
304ProShare Advisors LLC$227K1
305Ameritas Advisory Services, LLC$221K1
306Northwest & Ethical Investments L.P.$217K1
307BROWN ADVISORY INC$215K1
308Atria Investments, Inc$215K1
309Left Brain Wealth Management, LLC$212K1
310PERSONAL CFO SOLUTIONS, LLC$209K1
311Sather Financial Group Inc$208K1
312Polymer Capital Management (US) LLC$207K1
313Sharp Wealth Advisory, LLC$204K1
314SCOTIA CAPITAL INC.$200K1
315Spire Wealth Management$174K1
316Generali Investments Towarzystwo Funduszy Inwestycyjnych$170K1
317SIGNATUREFD, LLC$149K1
318Triumph Capital Management$141K1
319Ankerstar Wealth, LLC$130K1
320RiverPark Advisors, LLC$122K1
321Larson Financial Group LLC$107K1
322Activest Wealth Management$107K1
323NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$103K1
324BNP Paribas Asset Management Holding S.A.$95.5K1
325VIRTUS ADVISERS, LLC$90.1K1
326FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$85.6K1
327Mirae Asset Global Investments Co., Ltd.$77.0K1
328UMB Bank, n.a.$75.7K1
329AlphaCentric Advisors LLC$68.6K1
330Allworth Financial LP$56.8K1
331SUMMIT SECURITIES GROUP LLC$55.9K1
332NATIONAL BANK OF CANADA /FI/$45.3K1
333Opal Wealth Advisors, LLC$36.5K1
334HHM Wealth Advisors, LLC$35.7K1
335Quaker Wealth Management, LLC$35.5K1
336Transamerica Financial Advisors, LLC$35.4K1
337Smartleaf Asset Management LLC$21.3K1
338Wall Street Financial Group, Inc.$20.3K1
339Blue Trust, Inc.$18.8K1
340Atlantic Union Bankshares Corp$16.6K1
341SALEM INVESTMENT COUNSELORS INC$16.1K1
342Parkside Financial Bank & Trust$15.8K1
343MCF Advisors LLC$14.1K1
344Hurley Capital, LLC$11.2K1
345TOTH FINANCIAL ADVISORY CORP$11.0K1
346SITTNER & NELSON, LLC$10.6K1
347Pinnacle Wealth Planning Services, Inc.$10.3K1
348Mitsubishi UFJ Asset Management Co., Ltd.$9.9K1
349Truvestments Capital LLC$9.5K1
350Caitlin John, LLC$9.5K1
351Arax Advisory Partners$9.0K1
352NFSG Corp$8.9K1
353ASSETMARK, INC$6.7K1
354MONTAG A & ASSOCIATES INC$5.3K1
355MEEDER ASSET MANAGEMENT INC$5.0K1
356AMICA MUTUAL INSURANCE CO$4.9K1
357Clearstead Trust, LLC$4.8K1
358SHP Wealth Management$4.6K1
359Clearstead Advisors, LLC$4.4K1
360Vanguard National Trust Co$4.2K1
361CHILTON CAPITAL MANAGEMENT LLC$3.5K1
362VISION FINANCIAL MARKETS LLC$3.5K1
363Sachetta, LLC$3.3K1
364Prestige Wealth Management Group LLC$3.3K1
365CANADA LIFE ASSURANCE Co$3.3K1
366DekaBank Deutsche Girozentrale$2.7K1
367JPL Wealth Management, LLC$2.7K1
368South Dakota Investment Council$2.6K1
369Treasurer of the State of North Carolina$2.5K1
370N.E.W. Advisory Services LLC$2.5K1
371Annis Gardner Whiting Capital Advisors, LLC$2.4K1
372MV CAPITAL MANAGEMENT, INC.$2.3K1
373THRIVENT FINANCIAL FOR LUTHERANS$2.1K1
374Bell Investment Advisors, Inc$2.1K1
375Acumen Wealth Advisors, LLC$2.0K1
376EVOLUTION WEALTH MANAGEMENT INC.$1.8K1
377Cassaday & Co Wealth Management LLC$1.7K1
378Private Wealth Management Group, LLC$1.7K1
379Destiny Wealth Partners, LLC$1.7K1
380Johnson Financial Group, Inc.$1.6K1
381KBC Group NV$1.5K1
382Security National Bank$1.5K1
383SouthState Bank Corp$1.4K1
384MATHER GROUP, LLC.$1.1K1
385Cromwell Holdings LLC$1.1K1
386Financial Network Wealth Advisors LLC$1.0K1
387Avalon Trust Co$9231
388Owl Creek Wealth Partners LLC$8871
389State of Alaska, Department of Revenue$7811
390JFS WEALTH ADVISORS, LLC$7461
391SJS Investment Consulting Inc.$7461
392TFC Financial Management, Inc.$6751
393CVA Family Office, LLC$6391
394True Wealth Design, LLC$6041
395Retirement Wealth Solutions LLC$6041
396PARK AVENUE SECURITIES LLC$4041
397Vestcor Inc$3881
398Grove Bank & Trust$3191
399CLEAR INVESTMENT RESEARCH, LLC$2481
400Intentional Wealth Strategies, LLC$2481
401Beaird Harris Wealth Management, LLC$2131
402Rialto Wealth Management, LLC$1781
403Murphy & Mullick Capital Management Corp$1421
404HFM Investment Advisors, LLC$1421
405DiNuzzo Private Wealth, Inc.$711
406Penserra Capital Management LLC$321
407Matrix Trust Co$111
408Capital Advisors, Ltd. LLC$101
409Winthrop Capital Management, LLC$11
410Avion Wealth$01
411BANK OF NOVA SCOTIA— value not disclosed1
412VANGUARD GROUP INC— value not disclosed1
413KING LUTHER CAPITAL MANAGEMENT CORP— value not disclosed1
414Laird Norton Wetherby Trust Company, LLC— value not disclosed1
415STATE OF MICHIGAN RETIREMENT SYSTEM— value not disclosed1
416TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
417HARBOUR INVESTMENTS, INC.— value not disclosed1
418BANCO BILBAO VIZCAYA ARGENTARIA, S.A.— value not disclosed1
419COMERICA BANK— value not disclosed1
420ACADIAN ASSET MANAGEMENT LLC— value not disclosed1
421CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM— value not disclosed1
422HM PAYSON & CO— value not disclosed1
423MOODY ALDRICH PARTNERS LLC— value not disclosed1
424SHELTON CAPITAL MANAGEMENT— value not disclosed1
425VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
426RENAISSANCE TECHNOLOGIES LLC— value not disclosed1
427NOMURA ASSET MANAGEMENT CO LTD— value not disclosed1
428COLDSTREAM CAPITAL MANAGEMENT INC— value not disclosed1
429CSS LLC/IL— value not disclosed1
430MASTERS CAPITAL MANAGEMENT LLC— value not disclosed1
431BRIDGEWAY CAPITAL MANAGEMENT, LLC— value not disclosed1
432EASTERN BANK— value not disclosed1
433NATIXIS— value not disclosed1
434ALGERT GLOBAL LLC— value not disclosed1
435CIBC Private Wealth Group LLC— value not disclosed1
436Calamos Advisors LLC— value not disclosed1
437Bangor Savings Bank— value not disclosed1
438Weiss Asset Management LP— value not disclosed1
439Orion Porfolio Solutions, LLC— value not disclosed1
440Mariner, LLC— value not disclosed1
441NORGES BANK— value not disclosed1
442PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
443Manchester Capital Management LLC— value not disclosed1
444J. Goldman & Co LP— value not disclosed1
445MIG Capital, LLC— value not disclosed1
446OXFORD ASSET MANAGEMENT LLP— value not disclosed1
447HRT FINANCIAL LP— value not disclosed1
448Accuvest Global Advisors— value not disclosed1
449Gotham Asset Management, LLC— value not disclosed1
450Brevan Howard Capital Management LP— value not disclosed1
451Edgestream Partners, L.P.— value not disclosed1
452Twin Tree Management, LP— value not disclosed1
453Focus Partners Wealth— value not disclosed1
454Cumberland Partners Ltd— value not disclosed1
455Vontobel Holding Ltd.— value not disclosed1
456Interval Partners, LP— value not disclosed1
457FAS Wealth Partners, Inc.— value not disclosed1
458Cranbrook Wealth Management, LLC— value not disclosed1
459ARMISTICE CAPITAL, LLC— value not disclosed1
460Private Advisory Group LLC— value not disclosed1
461NewEdge Advisors, LLC— value not disclosed1
462Lido Advisors, LLC— value not disclosed1
463Versor Investments LP— value not disclosed1
464Krilogy Financial LLC— value not disclosed1
465Phoenix Financial Ltd.— value not disclosed1
466Independent Advisor Alliance— value not disclosed1
467AE Wealth Management LLC— value not disclosed1
468Holocene Advisors, LP— value not disclosed1
469Claret Asset Management Corp— value not disclosed1
470Vestmark Advisory Solutions, Inc.— value not disclosed1
471WORLDQUANT MILLENNIUM ADVISORS LLC— value not disclosed1
472Global Retirement Partners, LLC— value not disclosed1
473Main Street Financial Solutions, LLC— value not disclosed1
474Cynosure Group, LLC— value not disclosed1
475IEQ CAPITAL, LLC— value not disclosed1
476Woodline Partners LP— value not disclosed1
477ORSER CAPITAL MANAGEMENT, LLC— value not disclosed1
478Meeder Advisory Services, Inc.— value not disclosed1
479SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC— value not disclosed1
480Mizuho Markets Cayman LP— value not disclosed1
481Aquatic Capital Management LLC— value not disclosed1
482Aaron Wealth Advisors LLC— value not disclosed1
483Fortis Group Advisors, LLC— value not disclosed1
484State of Wyoming— value not disclosed1
485Wealth Advisory Solutions, LLC— value not disclosed1
486Militia Capital Partners, LP— value not disclosed1
487Orion Capital Management LLC— value not disclosed1
488MANE GLOBAL CAPITAL MANAGEMENT LP— value not disclosed1
489Pallas Capital Advisors LLC— value not disclosed1
490Focus Partners Advisor Solutions, LLC— value not disclosed1
491TUCKER ASSET MANAGEMENT LLC— value not disclosed1
492Clear Street Group Inc.— value not disclosed1
493AlphaQuest LLC— value not disclosed1
494READYSTATE ASSET MANAGEMENT LP— value not disclosed1
495Nicholas Wealth, LLC.— value not disclosed1
496Forum Financial Management, LP— value not disclosed1
497Nilsine Partners, LLC— value not disclosed1
498SageView Advisory Group, LLC— value not disclosed1
499Dunhill Financial, LLC— value not disclosed1
500Templeton & Phillips Capital Management, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 410 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — 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 CELH

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CELH · financials and macro

Financials — as filed PLANNED

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