Public record / Tickers / NEU

NEU — NEWMARKET CORP†

Both disclosure regimes on one name: who in Congress filed about NEU, 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
6
all PTR rows naming NEU
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-16
filed 2019-09-16
13F holders
393
top-393 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

Josh Gottheimer · $1.0K–$15.0K

SELL · traded 2019-08-06 → filed 2019-09-16. Ranked over every NEU row by the provable lower bound, never a point estimate.

No member disclosed NEU 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 NEU 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 NEU · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NEU
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2019-09-16Josh Gottheimer D–NJ-5SELL JT (jointly owned)Traded 08-06 +41d$1K–$15K
2019-09-16Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 08-05 +42d$1K–$15K
2019-05-20Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 04-01 LATE·49d$1K–$15K
2019-04-15Van Taylor R–TX-3SELL SP (spouse-owned)Traded 03-25 +21d$1K–$15K
2019-02-15Van Taylor R–TX-3SELL SP (spouse-owned)Traded 01-09 +37d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in NEU

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

No member disclosed NEU in the trailing 12 months.

Congress ↔ notable managers · NEU

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 Caxton Associates $1.4M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · NEWMARKET CORP

Merged timeline of congressional filings and notable-manager moves on NEU
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FTRIM−21,921 sh
2026-05-15Bridgewater Associates 13FTRIM−3,215 sh
2026-05-14Caxton Associates 13FADD+1,446 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 NEU for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$459M1
2LONDON CO OF VIRGINIA$296M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$289M1
4VANGUARD CAPITAL MANAGEMENT LLC$227M1
5Boston Partners$161M1
6STATE STREET CORP$150M1
7DIMENSIONAL FUND ADVISORS LP$125M1
8GEODE CAPITAL MANAGEMENT, LLC$118M1
9AMERICAN CENTURY COMPANIES INC$108M1
10CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$85.9M1
11AQR CAPITAL MANAGEMENT LLC$75.1M1
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC$65.9M1
13UBS Group AG$63.4M1
14MORGAN STANLEY$59.9M1
15MILLENNIUM MANAGEMENT LLC$55.1M1
16NORTHERN TRUST CORP$52.7M1
17Bank of New York Mellon Corp$48.9M1
18Invesco Ltd.$47.9M1
19ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$35.0M1
20BANK OF AMERICA CORP /DE/$32.0M1
21VANGUARD FIDUCIARY TRUST CO$31.1M1
22Allianz Asset Management GmbH$29.0M1
23DAVENPORT & Co LLC$25.9M1
24Gotham Asset Management, LLC$24.1M1
25ENVESTNET ASSET MANAGEMENT INC$22.5M1
26RENAISSANCE TECHNOLOGIES LLC$21.2M1
27Retirement Systems of Alabama$19.7M1
28FIRST TRUST ADVISORS LP$19.4M1
29HB Wealth Management, LLC$19.2M1
30CITADEL ADVISORS LLC$17.6M1
31SEI INVESTMENTS CO$15.6M1
32WELLS FARGO & COMPANY/MN$15.1M1
33Weiss Asset Management LP$13.5M1
34UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$11.2M1
35PRINCIPAL FINANCIAL GROUP INC$11.1M1
36Swiss National Bank$10.1M1
37AMERIPRISE FINANCIAL INC$9.1M1
38Allspring Global Investments Holdings, LLC$8.1M1
39VOYA INVESTMENT MANAGEMENT LLC$8.0M1
40MERCER GLOBAL ADVISORS INC /ADV$7.8M1
41Nuveen, LLC$7.7M1
42FRANKLIN RESOURCES INC$7.5M1
43Legal & General Group Plc$7.3M1
44Illinois Municipal Retirement Fund$7.1M1
45ALLIANCEBERNSTEIN L.P.$6.8M1
46Quantinno Capital Management LP$6.8M1
47XTX Topco Ltd$6.5M1
48RAYMOND JAMES FINANCIAL INC$6.0M1
49Squarepoint Ops LLC$5.9M1
50SCHRODER INVESTMENT MANAGEMENT GROUP$5.7M1
51ExodusPoint Capital Management, LP$5.3M1
52CITIGROUP INC$5.3M1
53VICTORY CAPITAL MANAGEMENT INC$5.1M1
54SCS Capital Management LLC$4.9M1
55Ensign Peak Advisors, Inc$4.9M1
56ROYAL BANK OF CANADA$4.8M1
57BANK OF NOVA SCOTIA$4.6M1
58CLIFFORD SWAN INVESTMENT COUNSEL LLC$4.5M1
59O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.3M1
60Universal- Beteiligungs- und Servicegesellschaft mbH$4.2M1
61LAZARD ASSET MANAGEMENT LLC$4.1M1
62Engineers Gate Manager LP$4.0M1
63FORA Capital, LLC$4.0M1
64ASSETMARK, INC$3.8M1
65VANGUARD ASSET MANAGEMENT, Ltd$3.8M1
66Robeco Institutional Asset Management B.V.$3.6M1
67Atlantic Union Bankshares Corp$3.6M1
68MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.4M1
69Blue Edge Capital, LLC$3.2M1
70M&T BANK CORP$3.2M1
71Strategic Global Advisors, LLC$3.2M1
72Aquatic Capital Management LLC$3.2M1
73MML INVESTORS SERVICES, LLC$3.1M1
74TD ASSET MANAGEMENT INC$3.1M1
75Mubadala Investment Co PJSC$2.8M1
76RITHOLTZ WEALTH MANAGEMENT$2.8M1
77ING GROEP NV$2.8M1
78BARCLAYS PLC$2.7M1
79D. E. Shaw & Co., Inc.$2.6M1
80NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.6M1
81Mitsubishi UFJ Trust & Banking Corp$2.5M1
82MARTINGALE ASSET MANAGEMENT L P$2.5M1
83MetLife Investment Management, LLC$2.4M1
84HSBC HOLDINGS PLC$2.4M1
85LPL Financial LLC$2.4M1
86Salomon & Ludwin, LLC$2.4M1
87State of New Jersey Common Pension Fund D$2.4M1
88Janus Henderson Group Ltd.$2.3M1
89Empowered Funds, LLC$2.3M1
90BALYASNY ASSET MANAGEMENT L.P.$2.3M1
91Advisors Asset Management, Inc.$2.2M1
92KLP KAPITALFORVALTNING AS$2.1M1
93Grantham, Mayo, Van Otterloo & Co. LLC$2.1M1
94Clearstead Advisors, LLC$2.1M1
95SEB Asset Management AB$2.1M1
96North Forty Two & Co.$2.1M1
97Mariner, LLC$2.0M1
98STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.0M1
99Vanguard Global Advisers, LLC$2.0M1
100NewEdge Wealth, LLC$1.9M1
101MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.9M1
102Quadrature Capital Ltd$1.9M1
103NEW YORK STATE COMMON RETIREMENT FUND$1.8M1
104Bridgewater Associates, LP$1.8M1
105Creative Planning$1.8M1
106Anfield Capital Management, LLC$1.8M1
107QRG CAPITAL MANAGEMENT, INC.$1.6M1
108TRUIST FINANCIAL CORP$1.6M1
109DEUTSCHE BANK AG\$1.5M1
110Orion Porfolio Solutions, LLC$1.5M1
111BURNEY CO/$1.5M1
112Y-Intercept (Hong Kong) Ltd$1.5M1
113YOUSIF CAPITAL MANAGEMENT, LLC$1.5M1
114CAXTON ASSOCIATES LLP$1.4M1
115Man Group plc$1.4M1
116Arizona State Retirement System$1.4M1
117FIFTH THIRD BANCORP$1.4M1
118Amundi$1.4M1
119TEACHER RETIREMENT SYSTEM OF TEXAS$1.3M1
120STIFEL FINANCIAL CORP$1.3M1
121Cobblestone Asset Management LLC$1.3M1
122Vanguard Investments Australia, Ltd.$1.3M1
123COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.3M1
124Csenge Advisory Group$1.2M1
125PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.2M1
126STATE OF MICHIGAN RETIREMENT SYSTEM$1.2M1
127BANK OF MONTREAL /CAN/$1.2M1
128NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.1M1
129Ethic Inc.$1.1M1
130Cetera Investment Advisers$1.1M1
131WORLDQUANT MILLENNIUM ADVISORS LLC$1.0M1
132FIDUCIARY TRUST CO$1.0M1
133SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.0M1
134OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.0M1
135Perbak Capital Partners LLP$999K1
136JLB & ASSOCIATES INC$981K1
137Summit Trail Advisors, LLC$977K1
138Holocene Advisors, LP$952K1
139Zurcher Kantonalbank (Zurich Cantonalbank)$952K1
140Walleye Capital LLC$948K1
141INTECH INVESTMENT MANAGEMENT LLC$922K1
142Ameritas Investment Partners, Inc.$916K1
143FMR LLC$876K1
144Corient Private Wealth LLC$875K1
145GUGGENHEIM CAPITAL LLC$860K1
146VOLORIDGE INVESTMENT MANAGEMENT, LLC$843K1
147Pathstone Holdings, LLC$839K1
148Knights of Columbus Asset Advisors LLC$835K1
149AZZAD ASSET MANAGEMENT INC /ADV$834K1
150Cerity Partners LLC$826K1
151EXCHANGE TRADED CONCEPTS, LLC$809K1
152CWM, LLC$809K1
153Ballew Advisors, Inc$794K1
154Pictet Asset Management Holding SA$788K1
155NewEdge Advisors, LLC$787K1
156Kesler, Norman & Wride, LLC$786K1
157MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$765K1
158Chesley Taft & Associates LLC$718K1
159PRUDENTIAL FINANCIAL INC$690K1
160SILVER OAK SECURITIES, INCORPORATED$681K1
161WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$648K1
162TWO SIGMA INVESTMENTS, LP$615K1
163Impact Partnership Wealth, LLC$612K1
164L2 Asset Management, LLC$600K1
165NEW YORK LIFE INVESTMENT MANAGEMENT LLC$585K1
166Schonfeld Strategic Advisors LLC$555K1
167XPONANCE LLC$552K1
168Susquehanna Portfolio Strategies, LLC$522K1
169OSAIC HOLDINGS, INC.$510K1
170HighTower Advisors, LLC$508K1
171Swiss Life Asset Management Ltd$508K1
172STATE OF WISCONSIN INVESTMENT BOARD$497K1
173INCEPTIONR LLC$490K1
174Diametric Capital, LP$487K1
175Vanguard Personalized Indexing Management, LLC$471K1
176Tidal Investments LLC$463K1
177Vident Advisory, LLC$461K1
178Larson Financial Group LLC$458K1
179FEDERATED HERMES, INC.$455K1
180Dakota Wealth Management$450K1
181PRINCIPAL SECURITIES, INC.$442K1
182COMMONWEALTH EQUITY SERVICES, LLC$442K1
183KANAWHA CAPITAL MANAGEMENT LLC$439K1
184Crossmark Global Holdings, Inc.$431K1
185MIRABELLA FINANCIAL SERVICES LLP$419K1
186Texas Capital Bank Wealth Management Services Inc$419K1
187ELEVATION POINT WEALTH PARTNERS, LLC$404K1
188denkapparat Operations GmbH$395K1
189Heritage Wealth Advisors$390K1
190SECURIAN ASSET MANAGEMENT, INC$374K1
191Baird Financial Group, Inc.$372K1
192CHILDRESS CAPITAL ADVISORS, LLC$350K1
193Round Rock Advisors LLC$347K1
194OCCUDO QUANTITATIVE STRATEGIES LP$345K1
195DRW Securities, LLC$336K1
196Lombard Odier Asset Management (USA) Corp$328K1
197Callan Family Office, LLC$317K1
198Federation des caisses Desjardins du Quebec$311K1
199Savant Capital, LLC$299K1
200Inscription Capital, LLC$289K1
201QUADRANT CAPITAL GROUP LLC$285K1
202Qsemble Capital Management, LP$280K1
203PANAGORA ASSET MANAGEMENT INC$269K1
204Brevan Howard Capital Management LP$268K1
205Tower Research Capital LLC (TRC)$267K1
206IMC-Chicago, LLC$265K1
207Focus Partners Wealth$264K1
208Gallacher Capital Management LLC$262K1
209Rockefeller Capital Management L.P.$259K1
210Snowden Capital Advisors LLC$258K1
211Convergence Financial, LLC$249K1
212AIGEN INVESTMENT MANAGEMENT, LP$249K1
213Atria Investments, Inc$248K1
214&PARTNERS$247K1
215UNITED CAPITAL FINANCIAL ADVISORS, LLC$243K1
216Merit Financial Group, LLC$233K1
217GREAT LAKES ADVISORS, LLC$231K1
218DnB Asset Management AS$231K1
219Cresset Asset Management, LLC$216K1
220Utah Retirement Systems$215K1
221Fortune Financial Advisors, LLC$214K1
222NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$213K1
223Arax Advisory Partners$212K1
224Red Door Wealth Management, LLC$209K1
225Impact Capital Partners LLC$208K1
226CI INVESTMENTS INC.$207K1
227J. Derek Lewis & Associates Inc.$205K1
228Vestmark Advisory Solutions, Inc.$202K1
229Marin Bay Wealth Advisors, LLC$201K1
230ProShare Advisors LLC$201K1
231US BANCORP \DE\$174K1
232LSV ASSET MANAGEMENT$171K1
233MAI Capital Management$149K1
234CENTRAL TRUST Co$140K1
235Sterling Capital Management LLC$136K1
236UMB Bank, n.a.$133K1
237SIGNATUREFD, LLC$127K1
238Freestone Grove Partners LP$107K1
239MV CAPITAL MANAGEMENT, INC.$84.0K1
240BNP Paribas Asset Management Holding S.A.$84.0K1
241Allworth Financial LP$67.3K1
242Parkside Financial Bank & Trust$57.7K1
243Johnson Financial Group, Inc.$52.2K1
244TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$48.1K1
245Mirae Asset Global Investments Co., Ltd.$36.5K1
246Steward Partners Investment Advisory, LLC$33.6K1
247GHP Investment Advisors, Inc.$33.3K1
248Smartleaf Asset Management LLC$29.5K1
249NISA INVESTMENT ADVISORS, LLC$27.7K1
250WealthCollab, LLC$25.0K1
251WPG Advisers, LLC$25.0K1
252INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$24.9K1
253NATIXIS ADVISORS, LLC$23.2K1
254Crewe Advisors LLC$21.8K1
255Aster Capital Management (DIFC) Ltd$19.8K1
256NOMURA ASSET MANAGEMENT CO LTD$19.2K1
257EVERMAY WEALTH MANAGEMENT LLC$18.7K1
258PRIVATE TRUST CO NA$15.4K1
259Signature Equity Partners, LLC$12.8K1
260Intentional Wealth Strategies, LLC$11.5K1
261True Wealth Design, LLC$10.9K1
262Bell Investment Advisors, Inc$10.3K1
263CVA Family Office, LLC$10.3K1
264Valued Wealth Advisors LLC$9.7K1
265JFS WEALTH ADVISORS, LLC$7.7K1
266Dogwood Wealth Management LLC$7.1K1
267Eurizon Capital SGR S.p.A.$6.9K1
268State of Alaska, Department of Revenue$6.8K1
269Treasurer of the State of North Carolina$6.0K1
270NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5.4K1
271VAN ECK ASSOCIATES CORP$4.8K1
272EASTERN BANK$4.5K1
273FARMERS & MERCHANTS INVESTMENTS INC$4.5K1
274Sachetta, LLC$3.8K1
275CANADA LIFE ASSURANCE Co$3.8K1
276HRT FINANCIAL LP$3.4K1
277Keating Financial Advisory Services, Inc.$3.2K1
278AMALGAMATED BANK$2.3K1
279Physician Wealth Advisors, Inc.$1.9K1
280SJS Investment Consulting Inc.$1.9K1
281Bayforest Capital Ltd$1.9K1
282THRIVENT FINANCIAL FOR LUTHERANS$1.7K1
283TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.5K1
284Manchester Capital Management LLC$1.3K1
285PARK AVENUE SECURITIES LLC$9781
286Virtu Financial LLC$8901
287USA FINANCIAL FORMULAS$6411
288Prestige Wealth Management Group LLC$6411
289TFC Financial Management, Inc.$6411
290Blue Trust, Inc.$6411
291ELEVATION WEALTH PARTNERS, LLC$6411
292Annis Gardner Whiting Capital Advisors, LLC$6411
293Frazier Financial Advisors, LLC$6411
294Legacy Wealth Managment, LLC/ID$6411
295Rialto Wealth Management, LLC$6411
296Wealth Enhancement Trust Services, Inc.$6411
297Basecamp Wealth Advisors LLC$6411
298Vestcor Inc$5151
299PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$4811
300Smithfield Trust Co$2691
301DekaBank Deutsche Girozentrale$2441
302KBC Group NV$1451
303Employees Retirement System of Texas$551
304Capital Advisors, Ltd. LLC$41
305Activest Wealth Management$01
306VANGUARD GROUP INC— value not disclosed1
307HANCOCK WHITNEY CORP— value not disclosed1
308BAILARD, INC.— value not disclosed1
309SouthState Bank Corp— value not disclosed1
310DANSKE BANK A/S— value not disclosed1
311HARBOUR INVESTMENTS, INC.— value not disclosed1
312JONES FINANCIAL COMPANIES LLLP— value not disclosed1
313COMERICA BANK— value not disclosed1
314MASSACHUSETTS FINANCIAL SERVICES CO /MA/— value not disclosed1
315NATIONAL BANK OF CANADA /FI/— value not disclosed1
316HM PAYSON & CO— value not disclosed1
317GROUP ONE TRADING LLC— value not disclosed1
318VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
319CIBC Asset Management Inc— value not disclosed1
320TRUST CO OF VERMONT— value not disclosed1
321AVIVA PLC— value not disclosed1
322CREDIT AGRICOLE S A— value not disclosed1
323SILVERCREST ASSET MANAGEMENT GROUP LLC— value not disclosed1
324EVERGREEN CAPITAL MANAGEMENT LLC— value not disclosed1
325NATIXIS— value not disclosed1
326ALGERT GLOBAL LLC— value not disclosed1
327CIBC Private Wealth Group LLC— value not disclosed1
328Cadence Bank— value not disclosed1
329Altshuler Shaham Ltd— value not disclosed1
330Curi Capital, LLC— value not disclosed1
331Hillsdale Investment Management Inc.— value not disclosed1
332NORGES BANK— value not disclosed1
333ALPS ADVISORS INC— value not disclosed1
334SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC— value not disclosed1
335Verition Fund Management LLC— value not disclosed1
336SIMPLEX TRADING, LLC— value not disclosed1
337SRH ADVISORS, LLC— value not disclosed1
338Quantbot Technologies LP— value not disclosed1
339Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
340Twin Tree Management, LP— value not disclosed1
341EP Wealth Advisors, LLC— value not disclosed1
342BOOTHBAY FUND MANAGEMENT, LLC— value not disclosed1
343RK Asset Management, LLC— value not disclosed1
344JANE STREET GROUP, LLC— value not disclosed1
345Advisors Preferred, LLC— value not disclosed1
346Sequoia Financial Advisors, LLC— value not disclosed1
347Archford Capital Strategies, LLC— value not disclosed1
348Caprock Group, LLC— value not disclosed1
349Trexquant Investment LP— value not disclosed1
350CHOREO, LLC— value not disclosed1
351OneDigital Investment Advisors LLC— value not disclosed1
352Sagewood Asset Management LP— value not disclosed1
353Kohmann Bosshard Financial Services, LLC— value not disclosed1
354Qube Research & Technologies Ltd— value not disclosed1
355MGO ONE SEVEN LLC— value not disclosed1
356Steigerwald, Gordon & Koch Inc.— value not disclosed1
357Global Retirement Partners, LLC— value not disclosed1
358Farringdon Capital, Ltd.— value not disclosed1
359Oak Thistle LLC— value not disclosed1
360TWINBEECH CAPITAL LP— value not disclosed1
361GREAT VALLEY ADVISOR GROUP, INC.— value not disclosed1
362IEQ CAPITAL, LLC— value not disclosed1
363Meeder Advisory Services, Inc.— value not disclosed1
364SHP Wealth Management— value not disclosed1
365waypoint wealth counsel— value not disclosed1
366Aaron Wealth Advisors LLC— value not disclosed1
367State of Wyoming— value not disclosed1
368Stirlingshire Investments, Inc.— value not disclosed1
369Kestra Advisory Services, LLC— value not disclosed1
370EMC Capital Management— value not disclosed1
371Pallas Capital Advisors LLC— value not disclosed1
372Union Heritage Capital, LLC— value not disclosed1
373Caerus Investment Advisors, LLC— value not disclosed1
374Focus Partners Advisor Solutions, LLC— value not disclosed1
375AlphaQuest LLC— value not disclosed1
376VELA Investment Management, LLC— value not disclosed1
377SageView Advisory Group, LLC— value not disclosed1
378Resona Asset Management Co.,Ltd.— value not disclosed1
379Caitong International Asset Management Co., Ltd— value not disclosed1
380Quarry LP— value not disclosed1
381DiNuzzo Private Wealth, Inc.— value not disclosed1
382Envestnet Portfolio Solutions, Inc.— value not disclosed1
383TD Waterhouse Canada Inc.— value not disclosed1
384NDVR, Inc.— value not disclosed1
385Scientech Research LLC— value not disclosed1
386Abel Hall, LLC— value not disclosed1
387Motiv8 Investments LLC— value not disclosed1
388Drucker Wealth 3.0, LLC— value not disclosed1
389HFM Investment Advisors, LLC— value not disclosed1
390OPTIMA CAPITAL LLC— value not disclosed1
391BRIAN LOW FINANCIAL GROUP, LLC— value not disclosed1
392Arbejdsmarkedets Tillaegspension— value not disclosed1
393Quattro Advisors LLC— value not disclosed1
Truncated by Public Filings. Every one of the 305 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 NEU

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for NEU · financials and macro

Financials — as filed PLANNED

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