Public record / Tickers / NWSA

NWSA — NEWS CORP†

Both disclosure regimes on one name: who in Congress filed about NWSA, 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 NWSA
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-02
filed 2021-05-02
13F holders
490
top-490 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

Perdue , Jr, David A · $15.0K–$50.0K

SELL · traded 2020-04-14 → filed 2021-05-02. Ranked over every NWSA row by the provable lower bound, never a point estimate.

No member disclosed NWSA 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 NWSA 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 NWSA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NWSA
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-05-02Perdue , Jr, David A —SELL JT (jointly owned)Traded 2020-04-14 LATE·383d$15K–$50Kamendment pending
2020-05-13Gilbert Ray Cisneros, Jr. D–CA-31SELLTraded 04-29 +14d$1K–$15K
2020-04-16Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 03-18 +29d$1K–$15K
2020-04-05David Perdue R–GABUY JT (jointly owned)Traded 03-20 +16d$1K–$15K
2020-04-05David Perdue R–GABUY JT (jointly owned)Traded 03-17 +19d$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 NWSA

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

No member disclosed NWSA in the trailing 12 months.

Congress ↔ notable managers · NWSA

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 $2.1M held

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

Merged timeline of congressional filings and notable-manager moves on NWSA
DateWhoChangeSize
2026-05-15Starboard Value 13FTRIM−290,361 sh
2026-05-15Gotham Asset Management 13FTRIM−194,721 sh
2026-05-14Caxton Associates 13FNEW+86,022 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 NWSA for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1STATE STREET CORP$970M1
2Independent Franchise Partners LLP$771M1
3BlackRock, Inc.$745M1
4VANGUARD CAPITAL MANAGEMENT LLC$652M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$419M1
659 North Capital Management, LP$310M1
7DODGE & COX$306M1
8Point72 Asset Management, L.P.$280M1
9Metropolis Capital Ltd$220M1
10STATE OF WISCONSIN INVESTMENT BOARD$189M1
11Invesco Ltd.$177M1
12AQR CAPITAL MANAGEMENT LLC$144M1
13MORGAN STANLEY$143M1
14Starboard Value LP$140M1
15BANK OF MONTREAL /CAN/$139M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$123M1
17DIMENSIONAL FUND ADVISORS LP$106M1
18BANK OF AMERICA CORP /DE/$101M1
19Asset Value Investors Ltd$98.8M1
20NORTHERN TRUST CORP$97.3M1
21Nuveen, LLC$76.9M1
22UBS Group AG$69.2M1
23SEI INVESTMENTS CO$58.0M1
24Robeco Institutional Asset Management B.V.$56.5M1
25VANGUARD FIDUCIARY TRUST CO$52.6M1
26CITADEL ADVISORS LLC$50.9M1
27Quantinno Capital Management LP$47.6M1
28UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$47.1M1
29DEUTSCHE BANK AG\$44.5M1
30Amundi$44.0M1
31Legal & General Group Plc$40.8M1
32Northern Right Capital Management, L.P.$34.9M1
33Artisan Partners Limited Partnership$33.5M1
34Allianz Asset Management GmbH$33.2M1
35VOLORIDGE INVESTMENT MANAGEMENT, LLC$30.2M1
36MANGROVE PARTNERS IM, LLC$29.7M1
37HBK INVESTMENTS L P$29.5M1
38NATIXIS$29.1M1
39Swiss National Bank$27.4M1
40ADAGE CAPITAL PARTNERS GP, L.L.C.$26.6M1
41BNP Paribas Asset Management Holding S.A.$21.0M1
42Mitsubishi UFJ Asset Management Co., Ltd.$20.5M1
43Vanguard Global Advisers, LLC$20.4M1
44HSBC HOLDINGS PLC$18.7M1
45VANGUARD ASSET MANAGEMENT, Ltd$18.1M1
46FMR LLC$18.0M1
47SUSQUEHANNA INTERNATIONAL GROUP, LLP$17.7M1
48ARISTEIA CAPITAL, L.L.C.$17.3M1
49BALYASNY ASSET MANAGEMENT L.P.$16.9M1
50MANUFACTURERS LIFE INSURANCE COMPANY, THE$16.8M1
51CITIGROUP INC$15.3M1
52WELLS FARGO & COMPANY/MN$14.7M1
53ROYAL BANK OF CANADA$14.1M1
54Logan Stone Capital, LLC$14.1M1
55OSSIAM$13.0M1
56D. E. Shaw & Co., Inc.$12.4M1
57Harspring Capital Management, LLC$12.0M1
58Deltroit Asset Management (UK) LLP$11.6M1
59CIBC Bancorp USA Inc.$10.7M1
60STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.5M1
61ALLIANCEBERNSTEIN L.P.$10.5M1
62PRINCIPAL FINANCIAL GROUP INC$10.3M1
63Gotham Asset Management, LLC$10.2M1
64Janus Henderson Group Ltd.$10.1M1
65Man Group plc$9.8M1
66OMERS ADMINISTRATION Corp$9.8M1
67WORLDQUANT MILLENNIUM ADVISORS LLC$9.7M1
68LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$9.4M1
69DeepCurrents Investment Group LLC$9.2M1
70Creative Planning$9.1M1
71Swedbank AB$9.1M1
72BANK OF NOVA SCOTIA$8.8M1
73FRANKLIN RESOURCES INC$8.7M1
74AVIVA PLC$8.0M1
75Schonfeld Strategic Advisors LLC$7.8M1
76Swiss Life Asset Management Ltd$7.6M1
77STOREBRAND ASSET MANAGEMENT AS$7.3M1
78Aberdeen Group plc$7.0M1
79Cerity Partners LLC$6.7M1
80FIRST TRUST ADVISORS LP$6.4M1
81Holocene Advisors, LP$6.3M1
82Aequim Alternative Investments LP$6.1M1
83PFA Pension, Forsikringsaktieselskab$6.0M1
84Korea Investment CORP$5.7M1
85KLP KAPITALFORVALTNING AS$5.7M1
86Maven Securities LTD$5.5M1
87MILLENNIUM MANAGEMENT LLC$5.5M1
88JANE STREET GROUP, LLC$5.4M1
89LBP AM SA$5.3M1
90ROYAL LONDON ASSET MANAGEMENT LTD$5.0M1
91CREDIT INDUSTRIEL ET COMMERCIAL$4.9M1
92DANSKE BANK A/S$4.8M1
93Pictet Asset Management Holding SA$4.8M1
94MACKENZIE FINANCIAL CORP$4.8M1
95PRUDENTIAL FINANCIAL INC$4.7M1
96DRW Securities, LLC$4.6M1
97Chevy Chase Trust Holdings, LLC$4.5M1
98NATIONAL BANK OF CANADA /FI/$4.5M1
99Vanguard Investments Australia, Ltd.$4.3M1
100Capula Management Ltd$4.2M1
101Assenagon Asset Management S.A.$4.2M1
102Ensign Peak Advisors, Inc$4.2M1
103Mariner, LLC$4.1M1
104Universal- Beteiligungs- und Servicegesellschaft mbH$4.0M1
105Asset Management One Co., Ltd.$3.8M1
106NewEdge Advisors, LLC$3.8M1
107MERCER GLOBAL ADVISORS INC /ADV$3.8M1
108Tredje AP-fonden$3.6M1
109MACQUARIE GROUP LTD$3.6M1
110PARTNERS CAPITAL INVESTMENT GROUP, LLP$3.6M1
111Hunting Hill Global Capital, LLC$3.5M1
112Illinois Municipal Retirement Fund$3.3M1
113TORONTO DOMINION BANK$3.2M1
114NOMURA ASSET MANAGEMENT CO LTD$3.1M1
115FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$3.1M1
116CWM, LLC$3.0M1
117CREDIT AGRICOLE S A$2.9M1
118AMERICAN CENTURY COMPANIES INC$2.9M1
119Lansforsakringar Fondforvaltning AB (publ)$2.9M1
120Resona Asset Management Co.,Ltd.$2.9M1
121TD ASSET MANAGEMENT INC$2.9M1
122Summit Trail Advisors, LLC$2.9M1
123State of New Jersey Common Pension Fund D$2.8M1
124National Pension Service$2.8M1
125SEB Asset Management AB$2.8M1
126Brooklyn Investment Group$2.7M1
127WINTON GROUP Ltd$2.7M1
128Elo Mutual Pension Insurance Co$2.6M1
129Arizona State Retirement System$2.5M1
130Headlands Technologies LLC$2.5M1
131Czech National Bank$2.5M1
132Mirae Asset Global Investments Co., Ltd.$2.5M1
133Graham Capital Management, L.P.$2.4M1
134Focus Partners Wealth$2.4M1
135STATE OF MICHIGAN RETIREMENT SYSTEM$2.4M1
136NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.4M1
137XPONANCE LLC$2.4M1
138Zurcher Kantonalbank (Zurich Cantonalbank)$2.3M1
139Corient Private Wealth LLC$2.3M1
140CIBC Asset Management Inc$2.2M1
141IFM Investors Pty Ltd$2.2M1
142West Tower Group, LLC$2.2M1
143COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.1M1
144Eurizon Capital SGR S.p.A.$2.1M1
145CAXTON ASSOCIATES LLP$2.1M1
146IEQ CAPITAL, LLC$2.1M1
147PINNACLE ASSOCIATES LTD$2.1M1
148VOYA INVESTMENT MANAGEMENT LLC$2.1M1
149TWO SIGMA INVESTMENTS, LP$2.0M1
150Retirement Systems of Alabama$2.0M1
151ENVESTNET ASSET MANAGEMENT INC$1.9M1
152WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.9M1
153Bridgefront Capital, LLC$1.9M1
154DnB Asset Management AS$1.8M1
155Woodline Partners LP$1.8M1
156TWO SIGMA SECURITIES, LLC$1.8M1
157Tidal Investments LLC$1.8M1
158WHITEBOX ADVISORS LLC$1.7M1
159Vanguard Personalized Indexing Management, LLC$1.7M1
160Freestone Grove Partners LP$1.6M1
161RAYMOND JAMES FINANCIAL INC$1.6M1
162PUBLIC SECTOR PENSION INVESTMENT BOARD$1.6M1
163Daiwa Securities Group Inc.$1.6M1
164Qsemble Capital Management, LP$1.6M1
165Utah Retirement Systems$1.6M1
166Pathstone Holdings, LLC$1.5M1
167NEOS Investment Management LLC$1.5M1
168EntryPoint Capital, LLC$1.5M1
169MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.5M1
170UniSuper Management Pty Ltd$1.4M1
171ProShare Advisors LLC$1.4M1
172Caprock Group, LLC$1.4M1
173Rakuten Investment Management, Inc.$1.4M1
174ExodusPoint Capital Management, LP$1.3M1
175BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.3M1
176FIFTH THIRD BANCORP$1.3M1
177SIH Partners, LLLP$1.3M1
178Avanza Fonder AB$1.3M1
179NISSAY ASSET MANAGEMENT CORP /JAPAN$1.2M1
180Sumitomo Mitsui DS Asset Management Company, Ltd$1.2M1
181Baird Financial Group, Inc.$1.1M1
182Sequoia Financial Advisors, LLC$1.1M1
183OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
184iSAM Funds (UK) Ltd$1.0M1
185Farringdon Capital, Ltd.$1.0M1
186Engineers Gate Manager LP$1.0M1
187LPL Financial LLC$1.0M1
188Caption Management, LLC$997K1
189Encompass More Asset Management$988K1
190MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$981K1
191OP Asset Management Ltd$949K1
192Machina Capital S.A.S.$947K1
193BOYAR ASSET MANAGEMENT INC.$909K1
194ASR Vermogensbeheer N.V.$904K1
195DoubleLine ETF Adviser LP$902K1
196Dynamic Technology Lab Private Ltd$892K1
197Lighthouse Investment Partners, LLC$852K1
198Board of the Pension Protection Fund$838K1
199Wealthfront Advisers LLC$835K1
200Linden Thomas Advisory Services, LLC$822K1
201Federation des caisses Desjardins du Quebec$804K1
202FOX RUN MANAGEMENT, L.L.C.$799K1
203INCEPTIONR LLC$780K1
204Perpetual Ltd$780K1
205Walleye Trading LLC$703K1
206Allspring Global Investments Holdings, LLC$696K1
207Permanent Capital Management, LP$694K1
208SCHRODER INVESTMENT MANAGEMENT GROUP$682K1
209Investment Management Corp of Ontario$667K1
210LEVIN CAPITAL STRATEGIES, L.P.$657K1
211Frec Markets, Inc.$656K1
212Vident Advisory, LLC$614K1
213CANADA PENSION PLAN INVESTMENT BOARD$608K1
214TEMA ETFS LLC$587K1
215HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$580K1
216Pallas Capital Advisors LLC$562K1
217MIZUHO SECURITIES USA LLC$558K1
218PROFUND ADVISORS LLC$558K1
219Norinchukin Bank, The$557K1
220US BANCORP \DE\$555K1
221Rafferty Asset Management, LLC$552K1
222Focus Partners Advisor Solutions, LLC$550K1
223Baker Ellis Asset Management LLC$541K1
224MIRABELLA FINANCIAL SERVICES LLP$540K1
225ASSETMARK, INC$539K1
226Chicago Partners Investment Group LLC$534K1
227QRG CAPITAL MANAGEMENT, INC.$528K1
228GUGGENHEIM CAPITAL LLC$521K1
229Kimelman & Baird, LLC$519K1
230UNITED CAPITAL FINANCIAL ADVISORS, LLC$513K1
231Merit Financial Group, LLC$484K1
232Lido Advisors, LLC$475K1
233NORDEA INVESTMENT MANAGEMENT AB$466K1
234Watershed Asset Management, L.L.C.$461K1
235OSAIC HOLDINGS, INC.$456K1
236NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$454K1
237M&T BANK CORP$447K1
238Crossmark Global Holdings, Inc.$446K1
239Maryland State Retirement & Pension System$443K1
240EVERGREEN CAPITAL MANAGEMENT LLC$436K1
241XTX Topco Ltd$436K1
242Texas Yale Capital Corp.$429K1
243R Squared Ltd$423K1
244O'SHAUGHNESSY ASSET MANAGEMENT, LLC$422K1
245Kestra Advisory Services, LLC$417K1
246Candriam S.C.A.$410K1
247Magnetar Financial LLC$410K1
248COOKSON PEIRCE & CO INC$407K1
249Dynamic Advisor Solutions LLC$400K1
250SEEDS INVESTOR LLC$395K1
251WESTPAC BANKING CORP$395K1
252Vontobel Holding Ltd.$393K1
253Savant Capital, LLC$392K1
254TOKIO MARINE ASSET MANAGEMENT CO LTD$390K1
255Baker Avenue Asset Management, LP$386K1
256HUB Investment Partners, LLC$380K1
257MUFG Securities EMEA plc$378K1
258GATEWAY INVESTMENT ADVISERS LLC$375K1
259GROUPAMA ASSET MANAGMENT$366K1
260Optas, LLC$365K1
261Andra AP-fonden$359K1
262COMMERCE BANK$353K1
263SIGNATUREFD, LLC$348K1
264Laird Norton Wetherby Trust Company, LLC$345K1
265Saudi Central Bank$345K1
266GROUP ONE TRADING LLC$339K1
267Wedmont Private Capital$339K1
268Empirical Finance, LLC$335K1
269Composition Wealth, LLC$331K1
270Sanctuary Advisors, LLC$318K1
271Empowered Funds, LLC$309K1
272HB Wealth Management, LLC$300K1
273Tower Research Capital LLC (TRC)$299K1
274INTECH INVESTMENT MANAGEMENT LLC$296K1
275NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$295K1
276STIFEL FINANCIAL CORP$294K1
277Krilogy Financial LLC$285K1
278BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$283K1
279Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$283K1
280HighTower Advisors, LLC$282K1
281Vise Technologies, Inc.$281K1
282Compound Planning, Inc.$279K1
283Kera Capital Partners, Inc.$278K1
284Verition Fund Management LLC$278K1
285North Dakota State Investment Board$276K1
286COLDSTREAM CAPITAL MANAGEMENT INC$275K1
287PRUDENTIAL PLC$272K1
288Commonwealth Financial Services, LLC$266K1
289Metis Global Partners, LLC$265K1
290QUADRANT CAPITAL GROUP LLC$260K1
291Empirical Asset Management, LLC$259K1
292ABN AMRO INVESTMENT SOLUTIONS$256K1
293LECAP ASSET MANAGEMENT LTD$253K1
294SECURIAN ASSET MANAGEMENT, INC$250K1
295Bull Harbor Capital LLC$249K1
296NOMURA HOLDINGS INC$247K1
297Squarepoint Ops LLC$245K1
298PATTON FUND MANAGEMENT, INC.$239K1
299PCM Encore, LLC$237K1
300CITIZENS FINANCIAL GROUP INC/RI$232K1
301Inscription Capital, LLC$227K1
302Orion Porfolio Solutions, LLC$226K1
303PRELUDE CAPITAL MANAGEMENT, LLC$219K1
304Sepio Capital, LP$218K1
305NorthCrest Asset Manangement, LLC$218K1
306Platform Technology Partners$217K1
307EVOLVE PRIVATE WEALTH, LLC$214K1
308LMR Partners LLP$213K1
309LAZARD ASSET MANAGEMENT LLC$212K1
310CHOREO, LLC$206K1
311B. Metzler seel. Sohn & Co. AG$204K1
312Allworth Financial LP$176K1
313Rockefeller Capital Management L.P.$140K1
314Siemens Fonds Invest GmbH$126K1
315MATHER GROUP, LLC.$123K1
316Pinnacle Wealth Planning Services, Inc.$115K1
317NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$111K1
318EXCHANGE TRADED CONCEPTS, LLC$109K1
319Blue Trust, Inc.$109K1
320MAI Capital Management$103K1
321Central Pacific Bank - Trust Division$99.7K1
322True Wealth Design, LLC$75.5K1
323Smartleaf Asset Management LLC$67.5K1
324Steward Partners Investment Advisory, LLC$65.7K1
325FIL Ltd$63.2K1
326Larson Financial Group LLC$57.1K1
327Basecamp Wealth Advisors LLC$56.8K1
328THOMPSON SIEGEL & WALMSLEY LLC$45.7K1
329Deseret Mutual Benefit Administrators$45.6K1
330FEDERATED HERMES, INC.$38.7K1
331Arax Advisory Partners$29.6K1
332Parkside Financial Bank & Trust$29.3K1
333ACADIAN ASSET MANAGEMENT LLC$28.3K1
334Cromwell Holdings LLC$25.6K1
335Aster Capital Management (DIFC) Ltd$23.3K1
336ARMSTRONG ADVISORY GROUP, INC$20.6K1
337Evelyn Partners Investment Management LLP$18.7K1
338MCF Advisors LLC$18.5K1
339Harbor Asset Planning, Inc.$17.2K1
340JPL Wealth Management, LLC$14.5K1
341ELEVATION WEALTH PARTNERS, LLC$13.2K1
342CVA Family Office, LLC$13.2K1
343Pacific Center for Financial Services$12.6K1
344Private Wealth Management Group, LLC$11.9K1
345Generali Asset Management SPA SGR$11.7K1
346Quarry LP$11.2K1
347UMB Bank, n.a.$11.2K1
348Bell Investment Advisors, Inc$10.5K1
349MV CAPITAL MANAGEMENT, INC.$9.1K1
350Jackson, Grant Investment Advisers, Inc.$8.5K1
351Asset Dedication, LLC$8.3K1
352Twin Tree Management, LP$8.2K1
353Signature Resources Capital Management, LLC$8.1K1
354Activest Wealth Management$7.7K1
355THRIVENT FINANCIAL FOR LUTHERANS$7.4K1
356SJS Investment Consulting Inc.$7.0K1
357JFS WEALTH ADVISORS, LLC$6.8K1
358TD Waterhouse Canada Inc.$6.2K1
359Sachetta, LLC$5.5K1
360Grove Bank & Trust$5.4K1
361Physician Wealth Advisors, Inc.$5.1K1
362CANADA LIFE ASSURANCE Co$5.0K1
363Johnson Financial Group, Inc.$4.5K1
364Manchester Capital Management LLC$4.2K1
365Virtu Financial LLC$4.2K1
366Treasurer of the State of North Carolina$4.0K1
367Rakuten Securities, Inc.$4.0K1
368Owl Creek Wealth Partners LLC$3.7K1
369Rialto Wealth Management, LLC$3.4K1
370Clearstead Advisors, LLC$3.4K1
371Kilter Group LLC$2.9K1
372Addison Advisors LLC$2.7K1
373KBC Group NV$2.7K1
374ALBION FINANCIAL GROUP /UT$2.2K1
375GHP Investment Advisors, Inc.$2.1K1
376SHP Wealth Management$1.9K1
377SUMMIT SECURITIES GROUP LLC$1.5K1
378SouthState Bank Corp$1.4K1
379Mowery & Schoenfeld Wealth Management, LLC$1.3K1
380Annis Gardner Whiting Capital Advisors, LLC$1.2K1
381Spire Wealth Management$1.2K1
382Transamerica Financial Advisors, LLC$1.1K1
383COUNTRY TRUST BANK$9471
384DekaBank Deutsche Girozentrale$9391
385State of Alaska, Department of Revenue$9131
386Intentional Wealth Strategies, LLC$8231
387iA Global Asset Management Inc.$7571
388FINANCIAL CONSULATE, INC$7491
389Kentucky Retirement Systems$7411
390Investors Portfolio Services LLC$7361
391Ilmarinen Mutual Pension Insurance Co$7271
392WPG Advisers, LLC$6481
393N.E.W. Advisory Services LLC$5481
394HFM Investment Advisors, LLC$4741
395Quaker Wealth Management, LLC$4491
396Abound Wealth Management$4491
397Cranbrook Wealth Management, LLC$3251
398Financial Perspectives, Inc$3241
399Vermillion Wealth Management, Inc.$2991
400GSA CAPITAL PARTNERS LLP$2441
401Vestcor Inc$2111
402Prestige Wealth Management Group LLC$2001
403Seneschal Advisors, LLC$1751
404AMERIFLEX GROUP, INC.$1751
405Scarborough Advisors, LLC$1251
406Godfrey Financial Associates, Inc.$1251
407TFC Financial Management, Inc.$501
408Leonteq Securities AG$251
409Cornerstone National Bank & Trust Co$251
410TrinityBridge Ltd$201
411Inspire Investing, LLC$111
412Smithfield Trust Co$81
413Avion Wealth$41
414JTC Employer Solutions Trustee Ltd$31
415Navigoe, LLC$21
416VALLEY NATIONAL ADVISERS INC$11
417Capital Advisors, Ltd. LLC$01
418Centerpoint Advisors, LLC$01
419VANGUARD GROUP INC— value not disclosed1
420GLENMEDE TRUST CO NA— value not disclosed1
421TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
422HARBOUR INVESTMENTS, INC.— value not disclosed1
423HOWARD HUGHES MEDICAL INSTITUTE— value not disclosed1
424Brandywine Global Investment Management, LLC— value not disclosed1
425PANAGORA ASSET MANAGEMENT INC— value not disclosed1
426COMERICA BANK— value not disclosed1
427YACKTMAN ASSET MANAGEMENT LP— value not disclosed1
428ING GROEP NV— value not disclosed1
429CIBC WORLD MARKETS CORP— value not disclosed1
430PARK AVENUE SECURITIES LLC— value not disclosed1
431STEVENS CAPITAL MANAGEMENT LP— value not disclosed1
432CIBC Private Wealth Group LLC— value not disclosed1
433Grantham, Mayo, Van Otterloo & Co. LLC— value not disclosed1
434NORGES BANK— value not disclosed1
435PEAK6 LLC— value not disclosed1
436Blackstone Inc.— value not disclosed1
437J. Goldman & Co LP— value not disclosed1
438CIBC WORLD MARKET INC.— value not disclosed1
439GAM Holding AG— value not disclosed1
440GTS SECURITIES LLC— value not disclosed1
441HRT FINANCIAL LP— value not disclosed1
442TWO SIGMA ADVISERS, LP— value not disclosed1
443Global Endowment Management, LP— value not disclosed1
444SRH ADVISORS, LLC— value not disclosed1
445Brevan Howard Capital Management LP— value not disclosed1
446Cambria Investment Management, L.P.— value not disclosed1
447Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
448BOOTHBAY FUND MANAGEMENT, LLC— value not disclosed1
449FORSTA AP-FONDEN— value not disclosed1
450Trexquant Investment LP— value not disclosed1
451Teza Capital Management LLC— value not disclosed1
452Cetera Investment Advisers— value not disclosed1
453Centiva Capital, LP— value not disclosed1
454GenTrust, LLC— value not disclosed1
455Clearstead Trust, LLC— value not disclosed1
456Qube Research & Technologies Ltd— value not disclosed1
457Luken Investment Analytics, LLC— value not disclosed1
458Claret Asset Management Corp— value not disclosed1
459Global Retirement Partners, LLC— value not disclosed1
460Oak Thistle LLC— value not disclosed1
461MQS Management LLC— value not disclosed1
462Cynosure Group, LLC— value not disclosed1
463TWINBEECH CAPITAL LP— value not disclosed1
464Y-Intercept (Hong Kong) Ltd— value not disclosed1
465Osmosis Investment Management UK Ltd— value not disclosed1
466CBIZ Investment Advisory Services, LLC— value not disclosed1
467Aquatic Capital Management LLC— value not disclosed1
468OCCUDO QUANTITATIVE STRATEGIES LP— value not disclosed1
469State of Wyoming— value not disclosed1
470Berger Financial Group, Inc— value not disclosed1
471DV EQUITIES, LLC— value not disclosed1
472Optiver Holding B.V.— value not disclosed1
473AlphaQuest LLC— value not disclosed1
474Forum Financial Management, LP— value not disclosed1
475SageView Advisory Group, LLC— value not disclosed1
476AXQ CAPITAL, LP— value not disclosed1
477Cape Investment Advisory, Inc.— value not disclosed1
478Dunhill Financial, LLC— value not disclosed1
479Caitong International Asset Management Co., Ltd— value not disclosed1
480Moran Wealth Management, LLC— value not disclosed1
481Rivermont Capital Management LP— value not disclosed1
482Polymer Capital Management (US) LLC— value not disclosed1
483Clayton Financial Group LLC— value not disclosed1
484Jain Global LLC— value not disclosed1
485Breakwater Investment Management— value not disclosed1
486Havemeyer Place LP— value not disclosed1
487Fieldview Capital Management, LLC— value not disclosed1
488SAGESPRING WEALTH PARTNERS, LLC— value not disclosed1
489Clark Wealth Partners— value not disclosed1
490Fideuram Asset Management (Ireland) dac— value not disclosed1
Truncated by Public Filings. Every one of the 418 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 NWSA

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for NWSA · financials and macro

Financials — as filed PLANNED

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