Public record / Tickers / NWL

NWL — NEWELL BRANDS INC.†

Both disclosure regimes on one name: who in Congress filed about NWL, 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
40
all PTR rows naming NWL
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
03-15
filed 2026-03-15
13F holders
397
top-397 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

Stauber, Peter Allen · $15.0K–$50.0K

BUY · traded 2025-10-27 → filed 2025-11-21. Ranked over every NWL row by the provable lower bound, never a point estimate.

1 member · 1 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.

10 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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING NWL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NWL
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-03-15Pramila Jayapal D–WA-7SELLTraded 2023-10-31 LATE·866d$1K–$15K
2025-11-21Stauber, Peter Allen —BUYTraded 10-27 +25d$15K–$50K
2022-02-14Tommy Tuberville R–ALSELL JT (jointly owned)Traded 01-13 +32d$15K–$50K
2021-10-07Zoe Lofgren D–CA-18BUY SP (spouse-owned)Traded 09-30 +7d$1K–$15K
2021-08-13Tommy Tuberville R–ALBUY JT (jointly owned)Traded 07-16 +28d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 40 ↗

Members active in NWL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing NWL in the trailing 12 months
MemberRowsNet 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.
Stauber, Peter Allen —1$15.0K to $50.0K

Committees: none of these members carries a member ID, so none can be matched to the committee roster — unanswerable, not cleared.

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

Congress ↔ notable managers · NWL

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 $3.2M held
Trimming
1 Bridgewater Associates $377K held

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

Merged timeline of congressional filings and notable-manager moves on NWL
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+498,256 sh
2026-05-15Bridgewater Associates 13FTRIM−62,694 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

full holders view ↗
Top institutional holders of NWL for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$191M1
2PZENA INVESTMENT MANAGEMENT LLC$164M1
3AQR CAPITAL MANAGEMENT LLC$93.0M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$78.3M1
5MASSACHUSETTS FINANCIAL SERVICES CO /MA/$68.5M1
6VANGUARD CAPITAL MANAGEMENT LLC$64.8M1
7DEPRINCE RACE & ZOLLO INC$63.1M1
8DIMENSIONAL FUND ADVISORS LP$62.3M1
9Rubric Capital Management LP$52.3M1
10STATE STREET CORP$49.9M1
11MORGAN STANLEY$32.7M1
12UBS Group AG$28.3M1
13GEODE CAPITAL MANAGEMENT, LLC$26.1M1
14PRIMECAP MANAGEMENT CO/CA/$25.8M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$20.7M1
16CITADEL ADVISORS LLC$14.4M1
17Invesco Ltd.$13.2M1
18FIL Ltd$12.6M1
19NORTHERN TRUST CORP$10.5M1
20MILLENNIUM MANAGEMENT LLC$10.0M1
21BALYASNY ASSET MANAGEMENT L.P.$9.2M1
22D. E. Shaw & Co., Inc.$9.0M1
23VANGUARD FIDUCIARY TRUST CO$8.9M1
24Allianz Asset Management GmbH$8.6M1
25BRIDGEWAY CAPITAL MANAGEMENT, LLC$8.3M1
26Bank of New York Mellon Corp$7.3M1
27AMERIPRISE FINANCIAL INC$7.0M1
28PRINCIPAL FINANCIAL GROUP INC$7.0M1
29KING LUTHER CAPITAL MANAGEMENT CORP$6.6M1
30SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.4M1
31Saba Capital Management, L.P.$6.2M1
32FIRST TRUST ADVISORS LP$5.9M1
33CastleKnight Management LP$5.8M1
34Empowered Funds, LLC$5.3M1
35PUBLIC SECTOR PENSION INVESTMENT BOARD$5.1M1
36NEW YORK STATE COMMON RETIREMENT FUND$5.0M1
37UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$4.8M1
38JANE STREET GROUP, LLC$4.8M1
39BARCLAYS PLC$4.7M1
40ROYAL BANK OF CANADA$4.5M1
41QSM Asset Management Ltd$4.3M1
42BANK OF AMERICA CORP /DE/$3.9M1
43Legal & General Group Plc$3.7M1
44Nuveen, LLC$3.7M1
45SEI INVESTMENTS CO$3.6M1
46Squarepoint Ops LLC$3.5M1
47Gotham Asset Management, LLC$3.2M1
48Susquehanna Portfolio Strategies, LLC$2.8M1
49Swiss National Bank$2.8M1
50Advisors Asset Management, Inc.$2.8M1
51Cerity Partners LLC$2.5M1
52Mariner, LLC$2.4M1
53Vanguard Global Advisers, LLC$2.3M1
54AMERICAN CENTURY COMPANIES INC$2.2M1
55Aequim Alternative Investments LP$1.9M1
56PDT Partners, LLC$1.8M1
57CITIGROUP INC$1.8M1
58Connor, Clark & Lunn Investment Management Ltd.$1.8M1
59PRELUDE CAPITAL MANAGEMENT, LLC$1.7M1
60CWM, LLC$1.7M1
61Mitsubishi UFJ Trust & Banking Corp$1.7M1
62PRUDENTIAL FINANCIAL INC$1.3M1
63Creative Planning$1.3M1
64STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.3M1
65VANGUARD ASSET MANAGEMENT, Ltd$1.3M1
66Weiss Asset Management LP$1.3M1
67Summit Trail Advisors, LLC$1.2M1
68WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.2M1
69FMR LLC$1.1M1
70GROUP ONE TRADING LLC$1.0M1
71IEQ CAPITAL, LLC$989K1
72IMC-Chicago, LLC$864K1
73MERCER GLOBAL ADVISORS INC /ADV$849K1
74Parallax Volatility Advisers, L.P.$848K1
75RENAISSANCE TECHNOLOGIES LLC$818K1
76Jain Global LLC$798K1
77ALLIANCEBERNSTEIN L.P.$785K1
78Illinois Municipal Retirement Fund$780K1
79UHLMANN PRICE SECURITIES, LLC$749K1
80RBF Capital, LLC$720K1
81CM Management, LLC$686K1
82Janus Henderson Group Ltd.$652K1
83FIFTH THIRD BANCORP$632K1
84Y-Intercept (Hong Kong) Ltd$631K1
85RAYMOND JAMES FINANCIAL INC$618K1
86INTECH INVESTMENT MANAGEMENT LLC$579K1
87Gladstone Institutional Advisory LLC$548K1
88Counterpoint Mutual Funds LLC$548K1
89Zurcher Kantonalbank (Zurich Cantonalbank)$546K1
90Pinnacle Financial Partners, Inc.$519K1
91Optimize Financial Inc$518K1
92Brevan Howard Capital Management LP$510K1
93WOLVERINE ASSET MANAGEMENT LLC$489K1
94M&T BANK CORP$470K1
95COMMONWEALTH EQUITY SERVICES, LLC$461K1
96YOUSIF CAPITAL MANAGEMENT, LLC$450K1
97PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$416K1
98Arizona State Retirement System$395K1
99Prentice Capital Management, LP$393K1
100Curi Capital, LLC$391K1
101SummerHaven Investment Management, LLC$385K1
102Bridgewater Associates, LP$377K1
103Dynamic Technology Lab Private Ltd$359K1
104COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$356K1
105Caption Management, LLC$350K1
106Freestone Capital Holdings, LLC$347K1
107Prosperity Planning, Inc.$341K1
108Vanguard Investments Australia, Ltd.$330K1
109OREGON PUBLIC EMPLOYEES RETIREMENT FUND$329K1
110Focus Partners Wealth$317K1
111WELLS FARGO & COMPANY/MN$313K1
112LPL Financial LLC$311K1
113Marex Group Ltd$309K1
114KLP KAPITALFORVALTNING AS$308K1
115ARISTEIA CAPITAL, L.L.C.$306K1
116HighTower Advisors, LLC$300K1
117MANUFACTURERS LIFE INSURANCE COMPANY, THE$296K1
118Maryland State Retirement & Pension System$288K1
119Merit Financial Group, LLC$281K1
120Tidal Investments LLC$270K1
121Sightline Wealth Advisors, LLC$268K1
122Crossmark Global Holdings, Inc.$259K1
123Quantinno Capital Management LP$259K1
124Krilogy Financial LLC$245K1
125INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$240K1
126BAILARD, INC.$234K1
127World Investment Advisors$234K1
128VICTORY CAPITAL MANAGEMENT INC$228K1
129Pallas Capital Advisors LLC$226K1
130HSBC HOLDINGS PLC$226K1
131Focus Partners Advisor Solutions, LLC$222K1
132EVERGREEN CAPITAL MANAGEMENT LLC$220K1
133Graham Capital Management, L.P.$216K1
134NATIONAL BANK OF CANADA /FI/$207K1
135BANK OF MONTREAL /CAN/$207K1
136Pictet Asset Management Holding SA$201K1
137Sequoia Financial Advisors, LLC$190K1
138Sigma Planning Corp$187K1
139DEUTSCHE BANK AG\$185K1
140MGO ONE SEVEN LLC$181K1
141STATE OF WISCONSIN INVESTMENT BOARD$176K1
142GUGGENHEIM CAPITAL LLC$175K1
143Systematic Alpha Investments, LLC$172K1
144Kestra Advisory Services, LLC$167K1
145Tower Research Capital LLC (TRC)$165K1
146MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$165K1
147Register Financial Advisors LLC$163K1
148Chicago Partners Investment Group LLC$158K1
149CIBC Asset Management Inc$136K1
150Pathstone Holdings, LLC$132K1
151O'SHAUGHNESSY ASSET MANAGEMENT, LLC$132K1
152MOODY NATIONAL BANK TRUST DIVISION$131K1
153TWO SIGMA INVESTMENTS, LP$130K1
154GLENMEDE TRUST CO NA$130K1
155Amundi$129K1
156NorthCrest Asset Manangement, LLC$128K1
157one8zero8, LLC$128K1
158EVOLVE PRIVATE WEALTH, LLC$126K1
159Stratos Wealth Partners, LTD.$124K1
160Vise Technologies, Inc.$122K1
161BNP Paribas Asset Management Holding S.A.$122K1
162UNITED CAPITAL FINANCIAL ADVISORS, LLC$121K1
163Corient Private Wealth LLC$120K1
164INDEPENDENT FINANCIAL GROUP, LLC$119K1
165OSAIC HOLDINGS, INC.$117K1
166LMR Partners LLP$117K1
167XPONANCE LLC$114K1
168XTX Topco Ltd$114K1
169Investors Research Corp$113K1
170Fortis Group Advisors, LLC$113K1
171LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$112K1
172Jefferies Financial Group Inc.$106K1
173Compound Planning, Inc.$106K1
174KESTRA PRIVATE WEALTH SERVICES, LLC$105K1
175VOYA INVESTMENT MANAGEMENT LLC$105K1
176Pingora Partners LLC$104K1
177NISA INVESTMENT ADVISORS, LLC$104K1
178NewEdge Advisors, LLC$100K1
179Universal- Beteiligungs- und Servicegesellschaft mbH$98.7K1
180HB Wealth Management, LLC$98.3K1
181Cetera Investment Advisers$93.5K1
182Sanctuary Advisors, LLC$93.1K1
183Blueshift Asset Management, LLC$92.6K1
184CIDEL ASSET MANAGEMENT INC$91.1K1
185Quantessence Capital LLC$89.8K1
186Walleye Trading LLC$89.4K1
187PFG Investments, LLC$88.6K1
188Swiss Life Asset Management Ltd$87.8K1
189MML INVESTORS SERVICES, LLC$87.1K1
190US BANCORP \DE\$86.4K1
191CIBC WORLD MARKET INC.$85.0K1
192Allworth Financial LP$84.2K1
193Vanguard Personalized Indexing Management, LLC$84.0K1
194BEESE FULMER INVESTMENT MANAGEMENT, INC.$82.5K1
195Midwest Trust Co$79.6K1
196OXFORD ASSET MANAGEMENT LLP$79.0K1
197Bull Harbor Capital LLC$78.3K1
198PINNACLE ASSOCIATES LTD$77.6K1
199Sivia Capital Partners, LLC$77.3K1
200Utah Retirement Systems$76.6K1
201Abel Hall, LLC$74.6K1
202Wedmont Private Capital$74.5K1
203COLDSTREAM CAPITAL MANAGEMENT INC$71.9K1
204Dynamic Advisor Solutions LLC$71.3K1
205SIGNATUREFD, LLC$71.1K1
206WESTPAC BANKING CORP$68.9K1
207Perpetual Ltd$68.9K1
208Prairie Wealth Advisors, Inc.$68.6K1
209Pinnacle Wealth Management Advisory Group, LLC$68.3K1
210SIG BROKERAGE, LP$67.5K1
211Holocene Advisors, LP$67.1K1
212JOURNEY STRATEGIC WEALTH LLC$64.7K1
213EVOKE WEALTH, LLC$63.6K1
214POINCIANA ADVISORS GROUP, LLC$63.3K1
215Ensign Peak Advisors, Inc$62.6K1
216Callan Family Office, LLC$61.2K1
217Wick Capital Partners, LLC$61.1K1
218NOMURA ASSET MANAGEMENT CO LTD$60.7K1
219Clearstead Advisors, LLC$60.4K1
220SAGE RHINO CAPITAL LLC$60.2K1
221Waverly Advisors, LLC$59.8K1
222JACKSON THORNTON WEALTH MANAGEMENT, LLC$57.8K1
223Rothschild Wealth LLC$57.3K1
224Headlands Technologies LLC$56.8K1
225Caerus Investment Advisors, LLC$54.7K1
226SHELTON CAPITAL MANAGEMENT$53.5K1
227PROFUND ADVISORS LLC$53.4K1
228Parcion Private Wealth LLC$52.0K1
229Three Arch Wealth Management LLC$51.8K1
230Allspring Global Investments Holdings, LLC$51.6K1
231Sterling Capital Management LLC$48.1K1
232DoubleLine ETF Adviser LP$47.9K1
233WINTON GROUP Ltd$47.3K1
234Sagewood Asset Management LP$47.2K1
235Sargent Investment Group, LLC$47.1K1
236CM WEALTH ADVISORS LLC$46.8K1
237Moors & Cabot, Inc.$46.6K1
238Frec Markets, Inc.$46.0K1
239AE Wealth Management LLC$43.7K1
240KEYNOTE FINANCIAL SERVICES LLC$43.1K1
241Ponta Wealth Partners, LLC$43.1K1
242PharVision Advisers, LLC$43.0K1
243STIFEL FINANCIAL CORP$42.0K1
244North Dakota State Investment Board$41.8K1
245SYM FINANCIAL Corp$41.6K1
246GenTrust, LLC$41.5K1
247DRIVE WEALTH MANAGEMENT, LLC$38.8K1
248Asset Management Group, Inc.$38.7K1
249NINE MASTS CAPITAL Ltd$37.8K1
250Ariadne Wealth Management, LP$37.6K1
251GTS SECURITIES LLC$37.2K1
252QUADRANT CAPITAL GROUP LLC$36.7K1
253Argyle Capital Management, LLC$36.0K1
254KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$36.0K1
255Steward Partners Investment Advisory, LLC$35.9K1
256111 Capital$35.8K1
257Pinnacle Wealth Planning Services, Inc.$28.9K1
258Arax Advisory Partners$28.0K1
259Deseret Mutual Benefit Administrators$26.4K1
260SBI Securities Co., Ltd.$24.3K1
261MetLife Investment Management, LLC$23.4K1
262MAI Capital Management$17.3K1
263Elevated Capital Advisors, LLC$16.7K1
264Parkside Financial Bank & Trust$16.1K1
265Rockefeller Capital Management L.P.$15.7K1
266Federation des caisses Desjardins du Quebec$15.4K1
267UMB Bank, n.a.$14.8K1
268True Wealth Design, LLC$12.8K1
269GHP Investment Advisors, Inc.$11.3K1
270MTM Investment Management, LLC$11.2K1
271CDKV HOLDINGS LLC$8.6K1
272Smartleaf Asset Management LLC$8.5K1
273TD Waterhouse Canada Inc.$8.3K1
274Salomon & Ludwin, LLC$8.0K1
275Activest Wealth Management$7.7K1
276Triumph Capital Management$7.6K1
277BARRETT & COMPANY, INC.$7.5K1
278Larson Financial Group LLC$7.4K1
279Mitsubishi UFJ Asset Management Co., Ltd.$7.2K1
280SJS Investment Consulting Inc.$7.0K1
281Owl Creek Wealth Partners LLC$5.8K1
282Rakuten Securities, Inc.$4.4K1
283Citizens National Bank Trust Department$3.4K1
284Keating Financial Advisory Services, Inc.$3.1K1
285NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.0K1
286West Branch Capital LLC$2.9K1
287Geneos Wealth Management Inc.$2.9K1
288Financial Freedom, LLC$2.9K1
289TD Capital Management LLC$2.7K1
290Sachetta, LLC$2.5K1
291Cranbrook Wealth Management, LLC$2.2K1
292Kingdom Financial Group LLC.$2.1K1
293Cygnus Capital Advisors, LLC$1.9K1
294Clearstead Trust, LLC$1.7K1
295NEW YORK STATE TEACHERS RETIREMENT SYSTEM$1.5K1
296CANADA LIFE ASSURANCE Co$1.2K1
297Transamerica Financial Advisors, LLC$1.2K1
298Leonteq Securities AG$1.2K1
299First Command Advisory Services, Inc.$1.2K1
300Private Wealth Management Group, LLC$1.1K1
301NBT BANK, N.A.$1.1K1
302Westside Investment Management, Inc.$1.0K1
303THRIVENT FINANCIAL FOR LUTHERANS$9621
304JPL Wealth Management, LLC$9561
305MV CAPITAL MANAGEMENT, INC.$9541
306State of Alaska, Department of Revenue$8001
307FARMERS & MERCHANTS INVESTMENTS INC$7721
308THOMPSON INVESTMENT MANAGEMENT, INC.$7551
309Treasurer of the State of North Carolina$6121
310Key FInancial Inc$5931
311Community Financial Services Group, LLC$5511
312Spire Wealth Management$5181
313Blue Trust, Inc.$5111
314Kilter Group LLC$4461
315Axiom Investment Management LLC$4421
316AMALGAMATED BANK$4391
317Strategic Investment Solutions, Inc. /IL$4291
318Ankerstar Wealth, LLC$3881
319GILPIN WEALTH MANAGEMENT, LLC$3681
320Virtu Financial LLC$3661
321TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3561
322FINANCIAL CONSULATE, INC$2921
323WOLFF WIESE MAGANA LLC$2631
324Bangor Savings Bank$2611
325Atlantic Union Bankshares Corp$2511
326Dogwood Wealth Management LLC$2371
327COUNTRY TRUST BANK$1751
328SWAN Capital LLC$1721
329BARTLETT & CO. WEALTH MANAGEMENT LLC$1571
330FEDERATED HERMES, INC.$1411
331SouthState Bank Corp$1381
332LSV ASSET MANAGEMENT$1161
333KBC Group NV$921
334Abound Wealth Management$691
335ACADIAN ASSET MANAGEMENT LLC$541
336CENTAURUS FINANCIAL, INC.$381
337Summit Global Investments$361
338ASSETMARK, INC$21
339Avion Wealth$01
340VANGUARD GROUP INC— value not disclosed1
341TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
342HARBOUR INVESTMENTS, INC.— value not disclosed1
343COMERICA BANK— value not disclosed1
344HBK INVESTMENTS L P— value not disclosed1
345WEXFORD CAPITAL LP— value not disclosed1
346ZACKS INVESTMENT MANAGEMENT— value not disclosed1
347Hilltop Holdings Inc.— value not disclosed1
348ALGERT GLOBAL LLC— value not disclosed1
349CHELSEA COUNSEL CO— value not disclosed1
350CIBC Private Wealth Group LLC— value not disclosed1
351Portolan Capital Management, LLC— value not disclosed1
352GSA CAPITAL PARTNERS LLP— value not disclosed1
353NORGES BANK— value not disclosed1
354PEAK6 LLC— value not disclosed1
355TWO SIGMA SECURITIES, LLC— value not disclosed1
356Verition Fund Management LLC— value not disclosed1
357TWO SIGMA ADVISERS, LP— value not disclosed1
358SIMPLEX TRADING, LLC— value not disclosed1
359Quantbot Technologies LP— value not disclosed1
360SUMMIT SECURITIES GROUP LLC— value not disclosed1
361BOOTHBAY FUND MANAGEMENT, LLC— value not disclosed1
362Alpine Global Management, LLC— value not disclosed1
363Vontobel Holding Ltd.— value not disclosed1
364GeoWealth Management, LLC— value not disclosed1
365Lighthouse Investment Partners, LLC— value not disclosed1
366Point72 Asset Management, L.P.— value not disclosed1
367Quadrature Capital Ltd— value not disclosed1
368Schonfeld Strategic Advisors LLC— value not disclosed1
369AlphaCore Capital LLC— value not disclosed1
370Atom Investors LP— value not disclosed1
371CreativeOne Wealth, LLC— value not disclosed1
372Global Retirement Partners, LLC— value not disclosed1
373Farringdon Capital, Ltd.— value not disclosed1
374Walleye Capital LLC— value not disclosed1
375Prestige Wealth Management Group LLC— value not disclosed1
376Lloyd Advisory Services, LLC.— value not disclosed1
377Center for Financial Planning, Inc.— value not disclosed1
378Aquatic Capital Management LLC— value not disclosed1
379INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC— value not disclosed1
380EVR Research LP— value not disclosed1
381Accurate Wealth Management, LLC— value not disclosed1
382AlphaQuest LLC— value not disclosed1
383RPO LLC— value not disclosed1
384Dunhill Financial, LLC— value not disclosed1
385Quarry LP— value not disclosed1
386SHERBROOKE PARK ADVISERS LLC— value not disclosed1
387Gateway Wealth Partners, LLC— value not disclosed1
388Polymer Capital Management (US) LLC— value not disclosed1
389EntryPoint Capital, LLC— value not disclosed1
390Turning Point Benefit Group, Inc.— value not disclosed1
391Safe Harbor Fiduciary, LLC— value not disclosed1
392Aster Capital Management (DIFC) Ltd— value not disclosed1
393Taproot Management LP— value not disclosed1
394VARCOV Co.— value not disclosed1
395SHERMAN PORFOLIOS, LLC— value not disclosed1
396Quattro Advisors LLC— value not disclosed1
397Gunpowder Capital Management, LLC dba Oliver Wealth Management— value not disclosed1
Truncated by Public Filings. Every one of the 339 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)1 buy / 0 sell
Congress net ($ bound)$15.0K to $50.0K
Filers net (actions)not in build
Filers net ($ 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 NWL

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for NWL · financials and macro

Financials — as filed PLANNED

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