Public record / Tickers / NGG

NGG — NATIONAL GRID PLC†

Both disclosure regimes on one name: who in Congress filed about NGG, 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
20
all PTR rows naming NGG
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-10
filed 2025-10-10
13F holders
448
top-448 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

John Hoeven · $100K–$250K

SELL · traded 2017-09-21 → filed 2017-09-27. Ranked over every NGG row by the provable lower bound, never a point estimate.

No member disclosed NGG 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.

5 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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING NGG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NGG
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-10Val T. Hoyle D–OR-4SELL SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4BUY SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 07-10 +34d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-24 LATE·50d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SELLTraded 07-10 +34d$50K–$100K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 20 ↗

Members active in NGG

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

No member disclosed NGG in the trailing 12 months.

Congress ↔ notable managers · NGG

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 Gotham Asset Management $324K held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · NATIONAL GRID PLC

Merged timeline of congressional filings and notable-manager moves on NGG
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FNEW+3,827 sh

1 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

full holders view ↗
Top institutional holders of NGG for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1FMR LLC$479M1
2BANK OF AMERICA CORP /DE/$379M1
3MORGAN STANLEY$284M1
4RENAISSANCE TECHNOLOGIES LLC$183M1
5FEDERATED HERMES, INC.$181M1
6ROYAL BANK OF CANADA$174M1
7Connor, Clark & Lunn Investment Management Ltd.$156M1
8ENVESTNET ASSET MANAGEMENT INC$139M1
9RAYMOND JAMES FINANCIAL INC$115M1
10WELLS FARGO & COMPANY/MN$113M1
11BRANDES INVESTMENT PARTNERS, LP$111M1
12BlackRock, Inc.$109M1
13NORTHERN TRUST CORP$97.6M1
14BANK OF MONTREAL /CAN/$89.8M1
15Standard Investments LLC$83.5M1
16DIMENSIONAL FUND ADVISORS LP$75.4M1
17LPL Financial LLC$74.4M1
18Clark Capital Management Group, Inc.$72.9M1
19CAUSEWAY CAPITAL MANAGEMENT LLC$45.6M1
20MANUFACTURERS LIFE INSURANCE COMPANY, THE$37.6M1
21D. E. Shaw & Co., Inc.$35.5M1
22AMERICAN CENTURY COMPANIES INC$27.7M1
23JANE STREET GROUP, LLC$27.3M1
24STIFEL FINANCIAL CORP$25.9M1
25UBS Group AG$25.6M1
26Nuveen, LLC$22.8M1
27Quantinno Capital Management LP$22.7M1
28CITADEL ADVISORS LLC$22.7M1
29Qube Research & Technologies Ltd$21.6M1
30LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$18.2M1
31Beck Bode, LLC$18.0M1
32Point72 Asset Management, L.P.$16.4M1
33CHARLES SCHWAB INVESTMENT MANAGEMENT INC$16.0M1
34MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$15.8M1
35HENNESSY ADVISORS INC$15.3M1
36MASSACHUSETTS FINANCIAL SERVICES CO /MA/$15.3M1
37TRUIST FINANCIAL CORP$15.2M1
38Guardian Partners Inc.$14.5M1
39Creative Planning$13.8M1
40Invesco Ltd.$13.7M1
41Cetera Investment Advisers$12.8M1
42XTX Topco Ltd$12.1M1
43OPPENHEIMER ASSET MANAGEMENT INC.$11.4M1
44Clearbridge Investments, LLC$11.1M1
45Tidal Investments LLC$10.3M1
46Pathstone Holdings, LLC$9.8M1
47SUSQUEHANNA INTERNATIONAL GROUP, LLP$9.4M1
48Crossmark Global Holdings, Inc.$9.4M1
49LMR Partners LLP$9.1M1
50QRG CAPITAL MANAGEMENT, INC.$8.6M1
51MML INVESTORS SERVICES, LLC$8.5M1
52SEI INVESTMENTS CO$8.2M1
53COMMONWEALTH EQUITY SERVICES, LLC$7.8M1
54M. Kulyk & Associates, LLC$7.7M1
55MILLENNIUM MANAGEMENT LLC$7.3M1
56Corient Private Wealth LLC$7.0M1
57AQR CAPITAL MANAGEMENT LLC$6.9M1
58&PARTNERS$6.5M1
59CIDEL ASSET MANAGEMENT INC$6.3M1
60O'SHAUGHNESSY ASSET MANAGEMENT, LLC$6.0M1
61Y-Intercept (Hong Kong) Ltd$5.9M1
62DAVENPORT & Co LLC$5.8M1
63Gilman Hill Asset Management, LLC$5.7M1
64M&T BANK CORP$5.6M1
65Atria Investments, Inc$5.3M1
66Gradient Investments LLC$5.2M1
67Sanctuary Advisors, LLC$5.0M1
68OSAIC HOLDINGS, INC.$5.0M1
69Mariner, LLC$5.0M1
70PITTENGER & ANDERSON INC$4.8M1
71MERCER GLOBAL ADVISORS INC /ADV$4.6M1
72CIBC Asset Management Inc$4.5M1
73HighTower Advisors, LLC$4.4M1
74Cerity Partners LLC$4.2M1
75Aquatic Capital Management LLC$4.2M1
76FACTORY MUTUAL INSURANCE CO$4.1M1
77STRATEGY ASSET MANAGERS LLC$4.0M1
78Orion Porfolio Solutions, LLC$3.9M1
79NATIONAL BANK OF CANADA /FI/$3.8M1
80Brooklyn Investment Group$3.8M1
81Callan Family Office, LLC$3.7M1
82OLD MISSION CAPITAL LLC$3.6M1
831832 Asset Management L.P.$3.5M1
84Schonfeld Strategic Advisors LLC$3.5M1
85ASSETMARK, INC$3.4M1
86Vanguard Personalized Indexing Management, LLC$3.4M1
87Tower Research Capital LLC (TRC)$3.3M1
88BENJAMIN EDWARDS INC$3.3M1
89Vestmark Advisory Solutions, Inc.$3.3M1
90QUADRANT CAPITAL GROUP LLC$3.1M1
91US BANCORP \DE\$3.0M1
92Farringdon Capital, Ltd.$2.8M1
93JCIC Asset Management Inc.$2.7M1
94Centiva Capital, LP$2.7M1
95Focus Partners Wealth$2.5M1
96Northside Capital Management, LLC$2.4M1
97FULTON BANK, N.A.$2.4M1
98AMG National Trust Bank$2.4M1
99WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.3M1
100Kestra Advisory Services, LLC$2.3M1
101FIRST TRUST ADVISORS LP$2.3M1
102Perpetual Ltd$2.2M1
103FLPUTNAM INVESTMENT MANAGEMENT CO$2.0M1
104Raleigh Capital Management Inc.$2.0M1
105Vise Technologies, Inc.$2.0M1
106SIGNATUREFD, LLC$2.0M1
107Envestnet Portfolio Solutions, Inc.$2.0M1
108IEQ CAPITAL, LLC$1.9M1
109TWO SIGMA INVESTMENTS, LP$1.9M1
110Rockefeller Capital Management L.P.$1.8M1
111Laird Norton Wetherby Trust Company, LLC$1.8M1
112Vident Advisory, LLC$1.8M1
113WEALTH ALLIANCE, LLC$1.8M1
114UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.8M1
115Bleakley Financial Group, LLC$1.8M1
116TD Waterhouse Canada Inc.$1.7M1
117PRINCIPAL SECURITIES, INC.$1.7M1
118Naviter Wealth, LLC$1.7M1
119Abel Hall, LLC$1.7M1
120First Pacific Financial$1.7M1
121TD ASSET MANAGEMENT INC$1.7M1
122Verdence Capital Advisors LLC$1.7M1
123Sequoia Financial Advisors, LLC$1.6M1
124AIGEN INVESTMENT MANAGEMENT, LP$1.6M1
125INTRUST BANK NA$1.5M1
126DRW Securities, LLC$1.5M1
127REGIONS FINANCIAL CORP$1.4M1
128CITIGROUP INC$1.4M1
129Retirement Planning Co of New England, Inc.$1.4M1
130Lido Advisors, LLC$1.4M1
131Engineers Gate Manager LP$1.4M1
132Caprock Group, LLC$1.4M1
133EVERGREEN CAPITAL MANAGEMENT LLC$1.3M1
134CWM, LLC$1.3M1
135Qtron Investments LLC$1.3M1
136Compound Planning, Inc.$1.3M1
137HB Wealth Management, LLC$1.2M1
138Aaron Wealth Advisors LLC$1.2M1
139Allspring Global Investments Holdings, LLC$1.2M1
140Private Advisor Group, LLC$1.2M1
141CHOREO, LLC$1.2M1
142LOM Asset Management Ltd$1.1M1
143GUGGENHEIM CAPITAL LLC$1.1M1
144Herold Advisors, Inc.$1.1M1
145Concurrent Investment Advisors, LLC$1.1M1
146Manske Wealth Management$1.0M1
147MITCHELL & PAHL PRIVATE WEALTH, LLC$1.0M1
148Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$1.0M1
149BAILARD, INC.$1.0M1
150ROMANO BROTHERS AND COMPANY$1.0M1
151NewEdge Wealth, LLC$1.0M1
152ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.0M1
153Hennion & Walsh Asset Management, Inc.$1.0M1
154Walleye Capital LLC$1.0M1
155GeoWealth Management, LLC$1.0M1
156Beacon Pointe Advisors, LLC$987K1
157D.A. DAVIDSON & CO.$983K1
158MGO ONE SEVEN LLC$982K1
159Calamos Advisors LLC$980K1
160Code Waechter LLC$976K1
161Smartleaf Asset Management LLC$949K1
162FRANKLIN RESOURCES INC$941K1
163STATE STREET CORP$927K1
164Rehmann Capital Advisory Group$921K1
165Empowered Funds, LLC$916K1
166GC Wealth Management RIA, LLC$906K1
167PFG Investments, LLC$887K1
168FOURPATH CAPITAL MANAGEMENT, LLC$882K1
169RITHOLTZ WEALTH MANAGEMENT$830K1
170Stratos Wealth Partners, LTD.$822K1
171TRED AVON FAMILY WEALTH, LLC$814K1
172BKM Wealth Management, LLC$812K1
173Mystic Asset Management, Inc.$802K1
174Legacy Wealth Asset Management, LLC$789K1
175Prospera Financial Services Inc$785K1
176ELEVATION POINT WEALTH PARTNERS, LLC$781K1
177B. Riley Wealth Advisors, Inc.$776K1
178CIBC Bancorp USA Inc.$775K1
179AE Wealth Management LLC$761K1
180Snowden Capital Advisors LLC$761K1
181Barry Investment Advisors, LLC$748K1
182Summit Trail Advisors, LLC$746K1
183World Investment Advisors$741K1
184Cape Investment Advisory, Inc.$725K1
185LIBERTY ONE INVESTMENT MANAGEMENT, LLC$725K1
186TWO SIGMA SECURITIES, LLC$722K1
187NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$713K1
188Aberdeen Group plc$694K1
189STEPHENS INC /AR/$678K1
190Blue Trust, Inc.$674K1
191Optas, LLC$672K1
192Quantum Private Wealth, LLC$665K1
193PROFUND ADVISORS LLC$657K1
194Gateway Wealth Partners, LLC$657K1
195OPPENHEIMER & CO INC$654K1
196Ballentine Partners, LLC$647K1
197UNITED CAPITAL FINANCIAL ADVISORS, LLC$639K1
198Keudell/Morrison Wealth Management$633K1
199Merit Financial Group, LLC$626K1
200BLAIR WILLIAM & CO/IL$623K1
201Future Fund LLC$617K1
202SAGESPRING WEALTH PARTNERS, LLC$593K1
203COLDSTREAM CAPITAL MANAGEMENT INC$591K1
204HBK Sorce Advisory LLC$584K1
205Hilltop Holdings Inc.$569K1
206NewEdge Advisors, LLC$568K1
207GUARDIAN CAPITAL LP$564K1
208LEVEL FOUR ADVISORY SERVICES, LLC$557K1
209Savvy Advisors, Inc.$554K1
210Dynamic Technology Lab Private Ltd$544K1
211Perigon Wealth Management, LLC$531K1
212Transamerica Financial Advisors, LLC$527K1
213Gallacher Capital Management LLC$526K1
214Lantz Financial LLC$524K1
215Moors & Cabot, Inc.$516K1
216Dorsey & Whitney Trust CO LLC$515K1
217GQG Partners LLC$500K1
218Beverly Hills Private Wealth, LLC$495K1
219Samalin Investment Counsel, LLC$491K1
220Allworth Financial LP$490K1
221Joel Isaacson & Co., LLC$485K1
222Cordatus Wealth Management LLC$482K1
223Pinnacle Wealth Planning Services, Inc.$453K1
224WINTON GROUP Ltd$448K1
225Waverly Advisors, LLC$446K1
226COMMERCE BANK$443K1
227RFG Advisory, LLC$436K1
228Pure Financial Advisors, LLC$428K1
229TODD ASSET MANAGEMENT LLC$427K1
230Arax Advisory Partners$418K1
231Gallagher Fiduciary Advisors, LLC$408K1
232Independent Advisor Alliance$406K1
233SAGE RHINO CAPITAL LLC$404K1
234Savant Capital, LLC$401K1
235BROWN, LISLE/CUMMINGS, INC.$394K1
236May Hill Capital, LLC$391K1
237Steward Partners Investment Advisory, LLC$390K1
238KEYNOTE FINANCIAL SERVICES LLC$388K1
239DIVERSIFY WEALTH MANAGEMENT, LLC$382K1
240DEUTSCHE BANK AG\$381K1
241LAUREL OAK WEALTH MANAGEMENT, LLC$376K1
242MONEY CONCEPTS CAPITAL CORP$376K1
243Frec Markets, Inc.$374K1
244Dynasty Wealth Management, LLC$364K1
245Kathmere Capital Management, LLC$361K1
246Summit Financial, LLC$361K1
247American Trust Investment Advisors, LLC$358K1
248Grove Bank & Trust$358K1
249LGT Group Foundation$356K1
250Formidable Asset Management, LLC$356K1
251PDS Planning, Inc$352K1
252Checchi Capital Advisers, LLC$350K1
253Storgate, LLC$346K1
254JOHNSON INVESTMENT COUNSEL INC$341K1
255Mayflower Financial Advisors, LLC$339K1
256JOURNEY STRATEGIC WEALTH LLC$332K1
257Sowell Financial Services LLC$327K1
258Gotham Asset Management, LLC$324K1
259Sunpointe, LLC$324K1
260KESTRA PRIVATE WEALTH SERVICES, LLC$323K1
261Frank, Rimerman Advisors LLC$322K1
262Advisors Asset Management, Inc.$321K1
263Jain Global LLC$312K1
264180 WEALTH ADVISORS, LLC$309K1
265Advyzon Investment Management, LLC$303K1
266FIFTH THIRD BANCORP$296K1
267Net Worth Advisory Group$292K1
268FOCUSED ALPHA, LLC$292K1
269Mattson Financial Services, LLC$286K1
270EP Wealth Advisors, LLC$286K1
271Modern Wealth Management, LLC$285K1
272HSBC HOLDINGS PLC$283K1
273Texas Yale Capital Corp.$281K1
274ATLANTIC FAMILY WEALTH, LLC$281K1
275Ameritas Advisory Services, LLC$279K1
276DAYMARK WEALTH PARTNERS, LLC$279K1
277Aprio Wealth Management, LLC$276K1
278Brown Financial Advisors$273K1
279Cresset Asset Management, LLC$273K1
280High Net Worth Advisory Group LLC$271K1
281LongView Wealth Management$271K1
282Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$270K1
283Focus Partners Advisor Solutions, LLC$269K1
284Walkner Condon Financial Advisors LLC$265K1
285IFS Group,LLC$265K1
286Wedmont Private Capital$264K1
287Bridgefront Capital, LLC$263K1
288Csenge Advisory Group$258K1
289Elequin Capital, LP$256K1
290Frisch Financial Group, Inc.$254K1
291Brucke Financial, Inc.$253K1
292ANCHYRA PARTNERS LLC$252K1
293Keel Point, LLC$249K1
294ALLIANCEBERNSTEIN L.P.$245K1
295GENESIS PRIVATE WEALTH, LLC$245K1
296Capital Investment Advisory Services, LLC$244K1
297OneAscent Financial Services LLC$237K1
298LAFFER TENGLER INVESTMENTS, INC.$236K1
299HM PAYSON & CO$235K1
300Wilmington Savings Fund Society, FSB$232K1
301Resonant Capital Advisors, LLC$227K1
302Equitable Holdings, Inc.$225K1
303Bridgewater Advisors Inc.$224K1
304BROWN ADVISORY INC$220K1
305PURSUIT WEALTH STRATEGIES, LLC$220K1
306Scientech Research LLC$220K1
307PRIMORIS WEALTH ADVISORS, LLC$218K1
308Phillips Wealth Planners LLC$217K1
309AXQ CAPITAL, LP$217K1
310Essex Financial Services, Inc.$217K1
311Composition Wealth, LLC$209K1
312Emerald Advisors, LLC$209K1
313GREENWOOD GEARHART LLC$204K1
314Cromwell Holdings LLC$195K1
315NATIXIS ADVISORS, LLC$192K1
316Hilltop National Bank$186K1
317Hartford Financial Management Inc.$169K1
318MAI Capital Management$154K1
319MONTAG A & ASSOCIATES INC$128K1
320ARMSTRONG ADVISORY GROUP, INC$123K1
321BARRETT & COMPANY, INC.$103K1
322Asset Dedication, LLC$102K1
323Truvestments Capital LLC$93.4K1
324Addison Advisors LLC$83.5K1
325Owl Creek Wealth Partners LLC$82.2K1
326CENTRAL TRUST Co$77.8K1
327Larson Financial Group LLC$76.6K1
328Godfrey Financial Associates, Inc.$66.0K1
329Medallion Wealth Advisors, LLC$59.6K1
330Clearstead Advisors, LLC$58.7K1
331MATHER GROUP, LLC.$49.5K1
332SHP Wealth Management$46.5K1
333Annis Gardner Whiting Capital Advisors, LLC$46.4K1
334Parkside Financial Bank & Trust$41.7K1
335Glen Eagle Advisors, LLC$36.8K1
336EASTERN BANK$36.1K1
337True Wealth Design, LLC$34.9K1
338Geneos Wealth Management Inc.$34.2K1
339UMB Bank, n.a.$33.8K1
340Measured Wealth Private Client Group, LLC$33.2K1
341FINANCIAL CONSULATE, INC$30.0K1
342Destiny Wealth Partners, LLC$29.8K1
343Signature Equity Partners, LLC$29.7K1
344Federation des caisses Desjardins du Quebec$26.7K1
345Richard W. Paul & Associates, LLC$22.3K1
346Avalon Trust Co$21.6K1
347Triumph Capital Management$21.0K1
348JFS WEALTH ADVISORS, LLC$19.4K1
349Caldwell Trust Co$19.4K1
350Citizens National Bank Trust Department$18.5K1
351Purpose Unlimited Inc.$18.4K1
352Physician Wealth Advisors, Inc.$18.3K1
353Atlantic Union Bankshares Corp$16.9K1
354AlphaCore Capital LLC$16.1K1
355GABLES CAPITAL MANAGEMENT INC.$15.5K1
356Spire Wealth Management$15.4K1
357SALEM INVESTMENT COUNSELORS INC$14.6K1
358SJS Investment Consulting Inc.$13.4K1
359Elevated Capital Advisors, LLC$12.2K1
360COUNTRY TRUST BANK$11.7K1
361HRT FINANCIAL LP$11.6K1
362Activest Wealth Management$11.0K1
363Quest 10 Wealth Builders, Inc.$10.8K1
364WPG Advisers, LLC$10.7K1
365WealthCollab, LLC$9.2K1
366Bangor Savings Bank$8.5K1
367Coastline Trust Co$7.7K1
368New England Capital Financial Advisors LLC$7.7K1
369Financial Network Wealth Advisors LLC$7.7K1
370Retirement Wealth Solutions LLC$7.3K1
371Bravera Wealth$6.6K1
372Harbor Asset Planning, Inc.$6.4K1
373Bell Investment Advisors, Inc$5.4K1
374JPL Wealth Management, LLC$4.6K1
375PARK AVENUE SECURITIES LLC$4.3K1
376Acumen Wealth Advisors, LLC$4.1K1
377Intentional Wealth Strategies, LLC$4.0K1
378American Capital Advisory, LLC$3.9K1
379EFG International AG$3.6K1
380MV CAPITAL MANAGEMENT, INC.$3.5K1
381JNBA Financial Advisors$3.3K1
382DecisionPoint Financial, LLC$3.2K1
383Key FInancial Inc$3.0K1
384Financial Perspectives, Inc$2.9K1
385Kilter Group LLC$2.9K1
386CVA Family Office, LLC$2.9K1
387Cassaday & Co Wealth Management LLC$2.4K1
388Bollard Group LLC$2.2K1
389MBM WEALTH CONSULTANTS, LLC$2.0K1
390Burk Holdings LLC$2.0K1
391GHP Investment Advisors, Inc.$1.6K1
392Bayforest Capital Ltd$1.4K1
393Dogwood Wealth Management LLC$1.4K1
394TOTH FINANCIAL ADVISORY CORP$1.4K1
395Summit Global Investments$1.3K1
396ADVISORS MANAGEMENT GROUP INC /ADV$1.2K1
397Caitong International Asset Management Co., Ltd$1.0K1
398Virtu Financial LLC$9941
399NATURAL INVESTMENTS, LLC$9821
400CALDWELL SUTTER CAPITAL, INC.$8461
401MidFirst Bank$7611
402Abound Wealth Management$6771
403GSA CAPITAL PARTNERS LLP$5691
404Frazier Financial Advisors, LLC$3391
405THRIVENT FINANCIAL FOR LUTHERANS$3331
406Avion Wealth$621
407Capital Analysts, LLC$301
408Smithfield Trust Co$191
409NOMURA ASSET MANAGEMENT CO LTD$01
410GLENMEDE TRUST CO NA— value not disclosed1
411HARBOUR INVESTMENTS, INC.— value not disclosed1
412GROUP ONE TRADING LLC— value not disclosed1
413BURNEY CO/— value not disclosed1
414BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
415CIBC Private Wealth Group LLC— value not disclosed1
416Walleye Trading LLC— value not disclosed1
417PEAK6 LLC— value not disclosed1
418J.W. COLE ADVISORS, INC.— value not disclosed1
419Mitsubishi UFJ Trust & Banking Corp— value not disclosed1
420TWO SIGMA ADVISERS, LP— value not disclosed1
421Leonteq Securities AG— value not disclosed1
422Litman Gregory Wealth Management LLC— value not disclosed1
423Capital International Investors— value not disclosed1
424Meridian Wealth Management, LLC— value not disclosed1
425McIlrath & Eck, LLC— value not disclosed1
426Garner Asset Management Corp— value not disclosed1
427Lester Murray Antman dba SimplyRich— value not disclosed1
428Investors Research Corp— value not disclosed1
429Global Retirement Partners, LLC— value not disclosed1
430Lloyd Advisory Services, LLC.— value not disclosed1
431N.E.W. Advisory Services LLC— value not disclosed1
432Concord Wealth Partners— value not disclosed1
433Navis Wealth Advisors, LLC— value not disclosed1
434Optiver Holding B.V.— value not disclosed1
435TUCKER ASSET MANAGEMENT LLC— value not disclosed1
436NFSG Corp— value not disclosed1
437R Squared Ltd— value not disclosed1
438POM Investment Strategies, LLC— value not disclosed1
439O'ROURKE & COMPANY, Inc— value not disclosed1
440SageView Advisory Group, LLC— value not disclosed1
441Carr Financial Group Corp— value not disclosed1
442Dunhill Financial, LLC— value not disclosed1
443New Republic Capital, LLC— value not disclosed1
444EntryPoint Capital, LLC— value not disclosed1
445Sivia Capital Partners, LLC— value not disclosed1
446Diversify Advisory Services, LLC— value not disclosed1
447J.M. Arbour, LLC— value not disclosed1
448SG Trading Solutions, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 409 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 (the full holders view shows them), 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 NGG

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for NGG · financials and macro

Financials — as filed PLANNED

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