Public record / Tickers / ENPH

ENPH — Enphase Energy, Inc.†

Both disclosure regimes on one name: who in Congress filed about ENPH, 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
12
all PTR rows naming ENPH
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
03-12
filed 2025-03-12
13F holders
469
top-469 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

Daniel S. Goldman · $15.0K–$50.0K

SELL · traded 2023-01-31 → filed 2023-02-24. Ranked over every ENPH row by the provable lower bound, never a point estimate.

No member disclosed ENPH 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.

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

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 ENPH · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ENPH
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-03-12Julie Johnson D–TX-32SELL JT (jointly owned)Traded 02-12 +28d$1K–$15K
2025-02-12Julie Johnson D–TX-32BUY JT (jointly owned)Traded 01-15 +28d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10SELL partial (partial sale)Traded 04-10 +39d$1K–$15K
2023-05-19Josh Gottheimer D–NJ-5SELL JT (jointly owned)Traded 04-06 +43d$1K–$15K
2023-04-17Daniel S. Goldman D–NY-10BUYTraded 03-06 +42d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 12 ↗

Members active in ENPH

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

No member disclosed ENPH in the trailing 12 months.

Congress ↔ notable managers · ENPH

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
1 Coatue Management $62.3M held

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

Merged timeline of congressional filings and notable-manager moves on ENPH
DateWhoChangeSize
2026-05-15Coatue Management 13FNEW+1,647,893 sh
2026-05-15Bridgewater Associates 13FTRIM−207,779 sh
2026-05-15Soros Fund Management 13FEXIT−400,000 sh

3 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 ENPH for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$839M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$365M1
3Alyeska Investment Group, L.P.$221M1
4VANGUARD CAPITAL MANAGEMENT LLC$214M1
5TWO SIGMA INVESTMENTS, LP$207M1
6STATE STREET CORP$174M1
7Invesco Ltd.$139M1
8Holocene Advisors, LP$127M1
9MORGAN STANLEY$111M1
10GEODE CAPITAL MANAGEMENT, LLC$97.9M1
11BAILLIE GIFFORD & CO$94.3M1
12D. E. Shaw & Co., Inc.$88.1M1
13CITADEL ADVISORS LLC$87.9M1
14GILDER GAGNON HOWE & CO LLC$81.2M1
15SCHRODER INVESTMENT MANAGEMENT GROUP$75.0M1
16FIRST TRUST ADVISORS LP$69.4M1
17UBS Group AG$62.9M1
18COATUE MANAGEMENT LLC$62.3M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$56.0M1
20WELLINGTON MANAGEMENT GROUP LLP$55.4M1
21DIMENSIONAL FUND ADVISORS LP$51.5M1
22FEDERATED HERMES, INC.$49.4M1
23PRINCIPAL FINANCIAL GROUP INC$42.0M1
24Robeco Schweiz AG$39.8M1
25Amundi$37.5M1
26Slate Path Capital LP$34.4M1
27RENAISSANCE TECHNOLOGIES LLC$33.6M1
28SUSQUEHANNA INTERNATIONAL GROUP, LLP$32.8M1
29NORTHERN TRUST CORP$32.2M1
30VANGUARD FIDUCIARY TRUST CO$31.2M1
31Cartenna Capital, LP$30.2M1
32Bank of New York Mellon Corp$28.6M1
33Encompass Capital Advisors LLC$27.2M1
34Legal & General Group Plc$24.2M1
35Contour Asset Management LLC$23.5M1
36ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$22.3M1
37Electron Capital Partners, LLC$18.5M1
38BANK OF AMERICA CORP /DE/$18.4M1
39BALYASNY ASSET MANAGEMENT L.P.$18.1M1
40NOMURA HOLDINGS INC$18.1M1
41PUBLIC SECTOR PENSION INVESTMENT BOARD$17.7M1
42Nuveen, LLC$16.7M1
43NATIXIS$16.5M1
44Point72 Asset Management, L.P.$16.4M1
45ROYAL LONDON ASSET MANAGEMENT LTD$15.4M1
46WESTERLY CAPITAL MANAGEMENT, LLC$15.1M1
47UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$14.2M1
48DnB Asset Management AS$12.9M1
49Swedbank AB$12.5M1
50Pembroke Management, LTD$11.4M1
51ROYAL BANK OF CANADA$11.3M1
52AMERIPRISE FINANCIAL INC$11.2M1
53DEUTSCHE BANK AG\$11.1M1
54FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$10.8M1
55CHOREO, LLC$10.2M1
56Mediolanum International Funds Ltd$10.1M1
57Swiss National Bank$9.8M1
58WOLVERINE ASSET MANAGEMENT LLC$9.6M1
59Lombard Odier Asset Management (Europe) Ltd$9.2M1
60MILLENNIUM MANAGEMENT LLC$8.9M1
61BOURGEON CAPITAL MANAGEMENT LLC$8.5M1
62SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$8.3M1
63Trexquant Investment LP$8.1M1
64Optiver Holding B.V.$7.9M1
65Marex Group Ltd$7.8M1
66Aquatic Capital Management LLC$7.7M1
67Clearbridge Investments, LLC$7.3M1
68CenterBook Partners LP$6.9M1
69ALPS ADVISORS INC$6.2M1
70CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$6.2M1
71BARCLAYS PLC$6.1M1
72LIBERTY WEALTH MANAGEMENT LLC$5.5M1
73Clear Harbor Asset Management, LLC$5.5M1
74SPHERA FUNDS MANAGEMENT LTD.$5.4M1
75Janus Henderson Group Ltd.$4.9M1
76Walleye Capital LLC$4.8M1
77VOLORIDGE INVESTMENT MANAGEMENT, LLC$4.7M1
78Mitsubishi UFJ Trust & Banking Corp$4.6M1
79Universal- Beteiligungs- und Servicegesellschaft mbH$4.5M1
80Quintet Private Bank (Europe) S.A.$4.5M1
81BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$4.5M1
82VANGUARD ASSET MANAGEMENT, Ltd$4.5M1
83PRUDENTIAL FINANCIAL INC$4.4M1
84Clear Street Group Inc.$4.2M1
85LMR Partners LLP$4.2M1
86Quantinno Capital Management LP$4.2M1
87STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.1M1
88National Philanthropic Trust$4.1M1
89Baker Avenue Asset Management, LP$4.0M1
90Walleye Trading LLC$3.9M1
91NEW YORK STATE COMMON RETIREMENT FUND$3.9M1
92BOOTHBAY FUND MANAGEMENT, LLC$3.8M1
93LPL Financial LLC$3.8M1
94Stelac Advisory Services LLC$3.7M1
95STATE OF WISCONSIN INVESTMENT BOARD$3.6M1
96TWINBEECH CAPITAL LP$3.4M1
97ExodusPoint Capital Management, LP$3.4M1
98NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$3.4M1
99IMC-Chicago, LLC$3.3M1
100XTX Topco Ltd$3.2M1
101CITIGROUP INC$3.2M1
102ARDSLEY ADVISORY PARTNERS LP$3.2M1
103AGF MANAGEMENT LTD$3.0M1
104SIR Capital Management, L.P.$3.0M1
105SummitTX Capital, L.P.$3.0M1
106BANK OF MONTREAL /CAN/$2.8M1
107ALLIANCEBERNSTEIN L.P.$2.8M1
108JUPITER ASSET MANAGEMENT LTD$2.7M1
109KLP KAPITALFORVALTNING AS$2.7M1
110Arosa Capital Management LP$2.7M1
111Vontobel Holding Ltd.$2.6M1
112Banco Santander, S.A.$2.6M1
113Guinness Asset Management LTD$2.5M1
114Rockefeller Capital Management L.P.$2.5M1
115MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.5M1
116Cerity Partners LLC$2.4M1
117WELLS FARGO & COMPANY/MN$2.4M1
118RAYMOND JAMES FINANCIAL INC$2.4M1
119Weiss Asset Management LP$2.4M1
120Zurcher Kantonalbank (Zurich Cantonalbank)$2.3M1
121M&G Plc$2.2M1
122STIFEL FINANCIAL CORP$2.2M1
123MARATHON CAPITAL MANAGEMENT$2.2M1
124Bridgewater Associates, LP$2.1M1
125CoreCommodity Management, LLC$2.1M1
126Vennlight Capital Management, LP$2.1M1
127Caption Management, LLC$2.1M1
128Corient Private Wealth LLC$2.0M1
129Jefferies Financial Group Inc.$2.0M1
130Vanguard Global Advisers, LLC$2.0M1
131Mirae Asset Global Investments Co., Ltd.$2.0M1
132State of New Jersey Common Pension Fund D$1.9M1
133SIMPLEX TRADING, LLC$1.9M1
134Sphera Management Technology Funds Ltd$1.9M1
135MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.9M1
136Quadrature Capital Ltd$1.8M1
137STOREBRAND ASSET MANAGEMENT AS$1.7M1
138GROUP ONE TRADING LLC$1.6M1
139NewEdge Advisors, LLC$1.6M1
140Creative Planning$1.5M1
141DUFF & PHELPS INVESTMENT MANAGEMENT CO$1.5M1
142M&T BANK CORP$1.5M1
143PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.5M1
144FMR LLC$1.4M1
145Militia Capital Management LLC$1.4M1
146GUGGENHEIM CAPITAL LLC$1.4M1
147Arizona State Retirement System$1.4M1
148ESSEX INVESTMENT MANAGEMENT CO LLC$1.3M1
149YOUSIF CAPITAL MANAGEMENT, LLC$1.3M1
150Pathstone Holdings, LLC$1.3M1
151Man Group plc$1.3M1
152Bouvel Investment Partners, LLC$1.3M1
153BNP Paribas Asset Management Holding S.A.$1.3M1
154COMMONWEALTH EQUITY SERVICES, LLC$1.3M1
155Leibman Financial Services, Inc.$1.3M1
156Vanguard Investments Australia, Ltd.$1.2M1
157CREDIT AGRICOLE S A$1.2M1
158COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.2M1
159PEAK6 LLC$1.2M1
160Mitsubishi UFJ Asset Management Co., Ltd.$1.2M1
161FIFTH THIRD BANCORP$1.2M1
162Alphadyne Asset Management LP$1.1M1
163OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
164AQR CAPITAL MANAGEMENT LLC$1.1M1
165IHT Wealth Management, LLC$1.1M1
166Headlands Technologies LLC$1.1M1
167SEI INVESTMENTS CO$1.0M1
168MERCER GLOBAL ADVISORS INC /ADV$1.0M1
169Assenagon Asset Management S.A.$1.0M1
170HSBC HOLDINGS PLC$1.0M1
171AlphaCore Capital LLC$984K1
172Leonteq Securities AG$971K1
173Intellectus Partners, LLC$971K1
174Maryland State Retirement & Pension System$954K1
175ROYCE & ASSOCIATES LP$903K1
176Schonfeld Strategic Advisors LLC$901K1
177Caitong International Asset Management Co., Ltd$882K1
178XPONANCE LLC$865K1
179Parallax Volatility Advisers, L.P.$850K1
180Tidal Investments LLC$850K1
181PIAR LLC$844K1
182OPPENHEIMER & CO INC$836K1
183OSAIC HOLDINGS, INC.$818K1
184CIBC WORLD MARKET INC.$789K1
185Twin Tree Management, LP$777K1
186VICTORY CAPITAL MANAGEMENT INC$768K1
187ProShare Advisors LLC$757K1
188Pictet Asset Management Holding SA$754K1
189BANK OF NOVA SCOTIA$745K1
190CALTON & ASSOCIATES, INC.$740K1
191New Age Alpha Advisors, LLC$712K1
192VOYA INVESTMENT MANAGEMENT LLC$708K1
193Verition Fund Management LLC$706K1
194Oakum Bay Capital LLC$704K1
195NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$701K1
196Vident Advisory, LLC$696K1
197Daiwa Securities Group Inc.$693K1
198Kimelman & Baird, LLC$666K1
199Hel Ved Capital Management Ltd$662K1
200HighTower Advisors, LLC$633K1
201Green Alpha Advisors, LLC$619K1
202denkapparat Operations GmbH$616K1
203Edgestream Partners, L.P.$616K1
204NATIONAL BANK OF CANADA /FI/$572K1
205MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$566K1
206CIBC Asset Management Inc$529K1
207ELEMENT POINTE ADVISORS, LLC$528K1
208ENVESTNET ASSET MANAGEMENT INC$526K1
209Cetera Investment Advisers$518K1
210NISA INVESTMENT ADVISORS, LLC$517K1
211Mizuho Markets Cayman LP$510K1
212U.S. Capital Wealth Advisors, LLC$505K1
213PANAGORA ASSET MANAGEMENT INC$497K1
214KEYBANK NATIONAL ASSOCIATION/OH$481K1
215TriaGen Wealth Management LLC$476K1
216PFG Investments, LLC$470K1
217FORA Capital, LLC$464K1
218Ridge Creek Global, Inc$415K1
219SATURNA CAPITAL CORP$414K1
220Lighthouse Investment Partners, LLC$414K1
221Graham Capital Management, L.P.$414K1
222LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$409K1
223WINTON GROUP Ltd$404K1
224PROFUND ADVISORS LLC$401K1
225NORDEA INVESTMENT MANAGEMENT AB$394K1
226Heron Bay Capital Management$392K1
227Lepercq De Neuflize Asset Management LLC$378K1
228Pacific Point Advisors, LLC$378K1
229Harvest Portfolios Group Inc.$372K1
230Brevan Howard Capital Management LP$372K1
231TWO SIGMA SECURITIES, LLC$367K1
232Vanguard Personalized Indexing Management, LLC$366K1
233Empowered Funds, LLC$352K1
234Round Rock Advisors LLC$350K1
235JANE STREET GROUP, LLC$343K1
236Altshuler Shaham Ltd$340K1
237Compagnie Lombard Odier SCmA$340K1
238Advisors Asset Management, Inc.$333K1
239Laird Norton Wetherby Trust Company, LLC$325K1
240Worth Venture Partners, LLC$324K1
241UNITED CAPITAL FINANCIAL ADVISORS, LLC$316K1
242CIM INVESTMENT MANAGEMENT INC$315K1
243Federation des caisses Desjardins du Quebec$315K1
244Ballentine Partners, LLC$309K1
245Blueshift Asset Management, LLC$301K1
246MetLife Investment Management, LLC$296K1
247Summit Trail Advisors, LLC$293K1
248Swiss Life Asset Management Ltd$292K1
249Machina Capital S.A.S.$281K1
250ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$274K1
251Interval Partners, LP$274K1
252Atom Investors LP$271K1
253Ensign Peak Advisors, Inc$265K1
254ODDO BHF ASSET MANAGEMENT SAS$258K1
255CANADA PENSION PLAN INVESTMENT BOARD$257K1
256Lombard Odier Asset Management (Switzerland) SA$255K1
257Utah Retirement Systems$254K1
258Y.D. More Investments Ltd$244K1
259O'SHAUGHNESSY ASSET MANAGEMENT, LLC$242K1
260BIT Capital GmbH$239K1
261Brooklyn Investment Group$233K1
262DLK Investment Management, LLC$231K1
263Kestra Advisory Services, LLC$231K1
264Quinn Opportunity Partners LLC$227K1
265RFG Advisory, LLC$226K1
266US BANCORP \DE\$223K1
267Equitable Holdings, Inc.$221K1
268AMERICAN CENTURY COMPANIES INC$210K1
269LAZARD ASSET MANAGEMENT LLC$208K1
270SHELTON CAPITAL MANAGEMENT$201K1
271OLD MISSION CAPITAL LLC$201K1
272Stonehage Fleming Financial Services Holdings Ltd$183K1
273FIL Ltd$175K1
274Guinness Atkinson Asset Management Inc$175K1
275Banque Cantonale Vaudoise$168K1
276ALLIANZ SE$155K1
277Banque Transatlantique SA$151K1
278NANO CAP NEW MILLENNIUM GROWTH FUND L P$151K1
279EASTERN BANK$137K1
280Pinnacle Wealth Planning Services, Inc.$129K1
281Tower Research Capital LLC (TRC)$123K1
282SBI Securities Co., Ltd.$122K1
283Steward Partners Investment Advisory, LLC$96.3K1
284Rakuten Securities, Inc.$89.3K1
285Generali Investments CEE, investicni spolecnost, a.s.$87.0K1
286NFSG Corp$84.1K1
287Fideuram Asset Management (Ireland) dac$79.5K1
288Eurizon Capital SGR S.p.A.$60.3K1
289Westside Investment Management, Inc.$51.0K1
290SUMMIT SECURITIES GROUP LLC$49.9K1
291Spire Wealth Management$45.4K1
292QUADRANT CAPITAL GROUP LLC$41.1K1
293Salomon & Ludwin, LLC$40.3K1
294CWM, LLC$38.1K1
295Glass Jacobson Investment Advisors llc$37.8K1
296STANCE CAPITAL LLC$36.0K1
297SIGNATUREFD, LLC$35.1K1
298Sterling Capital Management LLC$34.4K1
299Costello Asset Management, INC$31.6K1
300UMB Bank, n.a.$29.4K1
301Aster Capital Management (DIFC) Ltd$28.7K1
302Trask Adam Roland$26.5K1
303NOMURA ASSET MANAGEMENT CO LTD$26.1K1
304Allworth Financial LP$25.7K1
305Ritter Daniher Financial Advisory LLC / DE$24.2K1
306TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$23.8K1
307CALDWELL SUTTER CAPITAL, INC.$23.4K1
308Archer Investment Corp$23.3K1
309TD Waterhouse Canada Inc.$21.6K1
310SJS Investment Consulting Inc.$20.8K1
311Itau Unibanco Holding S.A.$20.4K1
312CENTRAL TRUST Co$20.1K1
313Geneos Wealth Management Inc.$18.9K1
314Larson Financial Group LLC$18.5K1
315Wilmington Savings Fund Society, FSB$17.0K1
316HOEY INVESTMENTS, INC$15.4K1
317Founders Capital Management$15.1K1
318Destiny Wealth Partners, LLC$14.7K1
319Addison Advisors LLC$13.7K1
320Kilter Group LLC$13.6K1
321MAI Capital Management$12.9K1
322Murphy & Mullick Capital Management Corp$12.2K1
323ELEVATION WEALTH PARTNERS, LLC$11.3K1
324FINANCIAL CONSULATE, INC$11.3K1
325Valued Wealth Advisors LLC$10.8K1
326Nvest Wealth Strategies, Inc.$10.7K1
327MATHER GROUP, LLC.$8.4K1
328ALBION FINANCIAL GROUP /UT$7.9K1
329Evelyn Partners Investment Management Services Ltd$7.8K1
330DANSKE BANK A/S$7.6K1
331Hurley Capital, LLC$6.2K1
332Parkside Financial Bank & Trust$5.7K1
333Keating Financial Advisory Services, Inc.$5.4K1
334CANADA LIFE ASSURANCE Co$5.1K1
335BEACON INVESTMENT ADVISORY SERVICES, INC.$4.7K1
336NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4.7K1
337Transamerica Financial Advisors, LLC$4.3K1
338VAN ECK ASSOCIATES CORP$4.2K1
339Rachor Investment Advisory Services, LLC$4.2K1
340TOTH FINANCIAL ADVISORY CORP$3.8K1
341ALGERT GLOBAL LLC$3.5K1
342DekaBank Deutsche Girozentrale$3.4K1
343Smartleaf Asset Management LLC$3.3K1
344THRIVENT FINANCIAL FOR LUTHERANS$3.3K1
345Purpose Unlimited Inc.$2.9K1
346KBC Group NV$2.9K1
347DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$2.9K1
348Avalon Trust Co$2.8K1
349State of Alaska, Department of Revenue$2.7K1
350Virtu Financial LLC$2.1K1
351Treasurer of the State of North Carolina$2.1K1
352Clearstead Trust, LLC$2.0K1
353ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.9K1
354NBT BANK, N.A.$1.9K1
355Kentucky Trust Co$1.9K1
356AMALGAMATED BANK$1.6K1
357Johnson Financial Group, Inc.$1.5K1
358FARMERS & MERCHANTS INVESTMENTS INC$1.3K1
359ASSETMARK, INC$1.3K1
360TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.2K1
361Strengthening Families & Communities, LLC$1.1K1
362MRP Capital Investments, LLC$9461
363STEVENS CAPITAL MANAGEMENT LP$8801
364Ankerstar Wealth, LLC$8701
365Cromwell Holdings LLC$8321
366PayPay Securities Corp$7991
367GILPIN WEALTH MANAGEMENT, LLC$7571
368ISLAY CAPITAL MANAGEMENT, LLC$7561
369My Portfolio Guide, LLC$7561
370NATIXIS ADVISORS, LLC$6851
371ACADIAN ASSET MANAGEMENT LLC$6451
372Bell Investment Advisors, Inc$6431
373Sachetta, LLC$6431
374Quantitative Investment Management, LLC$6241
375SouthState Bank Corp$5681
376SALEM INVESTMENT COUNSELORS INC$5681
377PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$5251
378GSA CAPITAL PARTNERS LLP$4261
379WealthCollab, LLC$4161
380MOUNT VERNON ASSOCIATES INC /MD/$3961
381Owl Creek Wealth Partners LLC$3791
382CX Institutional$3511
383Center for Financial Planning, Inc.$3411
384TFC Financial Management, Inc.$3411
385Hilton Head Capital Partners, LLC$3401
386Prestige Wealth Management Group LLC$3031
387Maxi Investments CY Ltd$2651
388CENTAURUS FINANCIAL, INC.$2641
389Claret Asset Management Corp$2121
390GHP Investment Advisors, Inc.$1901
391MCF Advisors LLC$1901
392Harel Insurance Investments & Financial Services Ltd.$1841
393Signature Equity Partners, LLC$1511
394Vestcor Inc$1241
395Manchester Capital Management LLC$1141
396SWAN Capital LLC$1131
397Westfuller Advisors, LLC$1131
398MV CAPITAL MANAGEMENT, INC.$761
399Quaker Wealth Management, LLC$761
400DHJJ Financial Advisors, Ltd.$761
401JONES FINANCIAL COMPANIES LLLP$381
402Elequin Capital, LP$381
403Legacy Wealth Managment, LLC/ID$381
404Harvest Fund Management Co., Ltd$351
405Penserra Capital Management LLC$251
406Capital Advisors, Ltd. LLC$11
407Avion Wealth$01
408VANGUARD GROUP INC— value not disclosed1
409GLENMEDE TRUST CO NA— value not disclosed1
410HARBOUR INVESTMENTS, INC.— value not disclosed1
411Clearstead Advisors, LLC— value not disclosed1
412Atlantic Union Bankshares Corp— value not disclosed1
413COMERICA BANK— value not disclosed1
414TORONTO DOMINION BANK— value not disclosed1
415VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
416SOROS FUND MANAGEMENT LLC— value not disclosed1
417WEXFORD CAPITAL LP— value not disclosed1
418FIRST COMMUNITY TRUST NA— value not disclosed1
419TRUST CO OF VERMONT— value not disclosed1
420COUNTRY TRUST BANK— value not disclosed1
421CIBC Private Wealth Group LLC— value not disclosed1
422NORGES BANK— value not disclosed1
423KETTLE HILL CAPITAL MANAGEMENT, LLC— value not disclosed1
424MACQUARIE GROUP LTD— value not disclosed1
425CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
426Alberta Investment Management Corp— value not disclosed1
427TWO SIGMA ADVISERS, LP— value not disclosed1
428Diversified Trust Co— value not disclosed1
429Quantbot Technologies LP— value not disclosed1
430MANGROVE PARTNERS IM, LLC— value not disclosed1
431Baader Bank Aktiengesellschaft— value not disclosed1
432Arax Advisory Partners— value not disclosed1
433Capital Innovations LLC— value not disclosed1
434WEALTH ENHANCEMENT ADVISORY SERVICES, LLC— value not disclosed1
435Maven Securities LTD— value not disclosed1
436Squarepoint Ops LLC— value not disclosed1
437Versor Investments LP— value not disclosed1
438NorthCoast Asset Management LLC— value not disclosed1
439Phoenix Financial Ltd.— value not disclosed1
440Neo Ivy Capital Management— value not disclosed1
441AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
442Global Retirement Partners, LLC— value not disclosed1
443Cynosure Group, LLC— value not disclosed1
444Qsemble Capital Management, LP— value not disclosed1
445Greenvale Capital LLP— value not disclosed1
446Y-Intercept (Hong Kong) Ltd— value not disclosed1
447Monaco Asset Management SAM— value not disclosed1
448Tempus Wealth Planning, LLC— value not disclosed1
449Royal Fund Management, LLC— value not disclosed1
450CYBER HORNET ETFs LLC— value not disclosed1
451Activest Wealth Management— value not disclosed1
452AlphaQuest LLC— value not disclosed1
453SORA INVESTORS LLC— value not disclosed1
454SageView Advisory Group, LLC— value not disclosed1
455Acumen Wealth Advisors, LLC— value not disclosed1
456Dunhill Financial, LLC— value not disclosed1
457Abound Wealth Management— value not disclosed1
458Quarry LP— value not disclosed1
459Turning Point Benefit Group, Inc.— value not disclosed1
460Caitlin John, LLC— value not disclosed1
461nVerses Capital, LLC— value not disclosed1
462Pilgrim Partners Asia Pte Ltd— value not disclosed1
463REX Advisers, LLC— value not disclosed1
464Jain Global LLC— value not disclosed1
465Motiv8 Investments LLC— value not disclosed1
466Havemeyer Place LP— value not disclosed1
467OPTIMA CAPITAL LLC— value not disclosed1
468Advocate Investing Services LLC— value not disclosed1
469Quattro Advisors LLC— value not disclosed1
Truncated by Public Filings. Every one of the 407 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 ENPH

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ENPH · financials and macro

Financials — as filed PLANNED

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