Public record / Tickers / POR

POR — PORTLAND GENERAL ELECTRIC CO /OR/†

Both disclosure regimes on one name: who in Congress filed about POR, 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
9
all PTR rows naming POR
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-10
filed 2023-10-10
13F holders
392
top-392 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

Lois Frankel · $1.0K–$15.0K

SELL · traded 2023-09-08 → filed 2023-10-10. Ranked over every POR row by the provable lower bound, never a point estimate.

No member disclosed POR 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 POR 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 POR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning POR
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-10-10Lois Frankel D–FL-22SELLTraded 09-08 +32d$1K–$15K
2020-12-28Lois Frankel D–FL-22BUYTraded 11-30 +28d$1K–$15K
2020-09-10Earl Blumenauer D–OR-3SELL SP (spouse-owned)Traded 08-11 +30d$1K–$15K
2020-07-17Earl Blumenauer D–OR-3BUY SP (spouse-owned)Traded 06-02 +45d$1K–$15K
2020-07-17Earl Blumenauer D–OR-3BUY SP (spouse-owned)Traded 06-01 LATE·46d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 9 ↗

Members active in POR

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

No member disclosed POR in the trailing 12 months.

Congress ↔ notable managers · POR

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

Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · PORTLAND GEN ELEC CO

Merged timeline of congressional filings and notable-manager moves on POR
DateWhoChangeSize
2026-05-15Soros Fund Management 13FNEW+506,328 sh
2026-05-15Bridgewater Associates 13FADD+55,914 sh
2026-05-14Caxton Associates 13FNEW+6,406 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 POR for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$920M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$387M1
3VANGUARD CAPITAL MANAGEMENT LLC$272M1
4STATE STREET CORP$248M1
5AQR CAPITAL MANAGEMENT LLC$226M1
6FULLER & THALER ASSET MANAGEMENT, INC.$208M1
7TWO SIGMA INVESTMENTS, LP$160M1
8HITE Hedge Asset Management LLC$142M1
9Invesco Ltd.$133M1
10MILLENNIUM MANAGEMENT LLC$96.8M1
11DIMENSIONAL FUND ADVISORS LP$96.6M1
12MASSACHUSETTS FINANCIAL SERVICES CO /MA/$93.7M1
13MORGAN STANLEY$92.9M1
14BANK OF AMERICA CORP /DE/$87.6M1
15CITADEL ADVISORS LLC$84.7M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$78.3M1
17NORTHERN TRUST CORP$73.8M1
18LAZARD ASSET MANAGEMENT LLC$73.4M1
19Nuveen, LLC$61.0M1
20FMR LLC$55.3M1
21FIRST TRUST ADVISORS LP$55.1M1
22UBS Group AG$51.4M1
23NORDEA INVESTMENT MANAGEMENT AB$48.8M1
24VANGUARD FIDUCIARY TRUST CO$38.7M1
25ProShare Advisors LLC$34.0M1
26BROWN ADVISORY INC$31.8M1
27FRANKLIN RESOURCES INC$31.4M1
28Legal & General Group Plc$29.0M1
29SOROS FUND MANAGEMENT LLC$26.7M1
30HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$26.3M1
31PANAGORA ASSET MANAGEMENT INC$23.0M1
32ENVESTNET ASSET MANAGEMENT INC$21.9M1
33Squarepoint Ops LLC$20.7M1
34PRINCIPAL FINANCIAL GROUP INC$20.4M1
35JACOBS LEVY EQUITY MANAGEMENT, INC$19.5M1
36Point72 Asset Management, L.P.$18.4M1
37VOYA INVESTMENT MANAGEMENT LLC$17.1M1
38PRUDENTIAL FINANCIAL INC$16.3M1
39FEDERATED HERMES, INC.$15.8M1
40Edgestream Partners, L.P.$14.2M1
41ALLIANCEBERNSTEIN L.P.$14.0M1
42HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$13.7M1
43HSBC HOLDINGS PLC$13.5M1
44Leeward Investments, LLC - MA$12.3M1
45Man Group plc$12.3M1
46Brookstone Capital Management$11.9M1
47SEI INVESTMENTS CO$11.9M1
48UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$11.8M1
49Swiss National Bank$11.8M1
50D. E. Shaw & Co., Inc.$11.7M1
51ROYAL BANK OF CANADA$11.6M1
52COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$10.6M1
53Universal- Beteiligungs- und Servicegesellschaft mbH$10.4M1
54Yaupon Capital Management LP$9.2M1
55DEUTSCHE BANK AG\$8.8M1
56Schonfeld Strategic Advisors LLC$8.8M1
57Cerity Partners LLC$8.7M1
58AMERICAN CENTURY COMPANIES INC$8.6M1
59MACKENZIE FINANCIAL CORP$8.2M1
60Ghisallo Capital Management LLC$7.9M1
61MOODY ALDRICH PARTNERS LLC$7.9M1
62BALYASNY ASSET MANAGEMENT L.P.$7.7M1
63Susquehanna Portfolio Strategies, LLC$7.7M1
64WELLS FARGO & COMPANY/MN$7.6M1
65Retirement Systems of Alabama$7.3M1
66MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.2M1
67SummitTX Capital, L.P.$7.2M1
68RAYMOND JAMES FINANCIAL INC$7.0M1
69NUANCE INVESTMENTS, LLC$6.8M1
70FIFTH THIRD BANCORP$6.6M1
71Dana Investment Advisors, Inc.$6.4M1
72IEQ CAPITAL, LLC$6.3M1
73Polymer Capital Management (US) LLC$6.2M1
74Bridgewater Associates, LP$6.1M1
75MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.9M1
76CITIGROUP INC$5.8M1
77Magellan Asset Management Ltd$5.4M1
78Qube Research & Technologies Ltd$5.4M1
79GUGGENHEIM CAPITAL LLC$5.4M1
80SEVEN GRAND MANAGERS, LLC$5.3M1
81MERCER GLOBAL ADVISORS INC /ADV$5.3M1
82Brevan Howard Capital Management LP$5.2M1
83ONTARIO TEACHERS PENSION PLAN BOARD$5.1M1
84Castellan Group$5.0M1
85VANGUARD ASSET MANAGEMENT, Ltd$4.9M1
86Creative Planning$4.8M1
87CWA Asset Management Group, LLC$4.7M1
88Advisors Asset Management, Inc.$4.5M1
89Vanguard Investments Australia, Ltd.$4.5M1
90MACQUARIE GROUP LTD$4.4M1
91LPL Financial LLC$4.2M1
92Boston Partners$3.9M1
93Mariner, LLC$3.8M1
94STATE OF WISCONSIN INVESTMENT BOARD$3.8M1
95SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.8M1
96HighTower Advisors, LLC$3.8M1
97ALPS ADVISORS INC$3.7M1
98Orion Porfolio Solutions, LLC$3.6M1
99PICTON MAHONEY ASSET MANAGEMENT$3.4M1
100FIRST MANHATTAN CO. LLC.$3.3M1
101Aquatic Capital Management LLC$3.3M1
102ICON ADVISERS INC/CO$3.2M1
103CWM, LLC$3.1M1
104STIFEL FINANCIAL CORP$2.8M1
105Atom Investors LP$2.8M1
106Covalis Capital LLP$2.6M1
107Janus Henderson Group Ltd.$2.6M1
108Carrera Capital Advisors$2.6M1
109BW Gestao de Investimentos Ltda.$2.5M1
110BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.5M1
111Zurcher Kantonalbank (Zurich Cantonalbank)$2.5M1
112JENNISON ASSOCIATES LLC$2.5M1
113Kestra Advisory Services, LLC$2.4M1
114TRUIST FINANCIAL CORP$2.4M1
115Cetera Investment Advisers$2.4M1
116Vanguard Global Advisers, LLC$2.4M1
117NFJ INVESTMENT GROUP, LLC$2.3M1
118MML INVESTORS SERVICES, LLC$2.3M1
119State of New Jersey Common Pension Fund D$2.3M1
120MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.3M1
121Quadrature Capital Ltd$2.2M1
122DC Investments Management, LLC$2.2M1
123COMMONWEALTH EQUITY SERVICES, LLC$2.1M1
124RENAISSANCE TECHNOLOGIES LLC$2.1M1
125Quantinno Capital Management LP$2.1M1
126Fox Hill Wealth Management$2.1M1
127STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.0M1
128Elo Mutual Pension Insurance Co$2.0M1
129NEW YORK STATE COMMON RETIREMENT FUND$1.9M1
130OSAIC HOLDINGS, INC.$1.9M1
131Bridgefront Capital, LLC$1.9M1
132Vanguard Personalized Indexing Management, LLC$1.8M1
133INCEPTIONR LLC$1.8M1
134Arizona State Retirement System$1.6M1
135CAPSTONE INVESTMENT ADVISORS, LLC$1.6M1
136LEVEL FOUR ADVISORY SERVICES, LLC$1.5M1
137WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.4M1
138JOHNSON INVESTMENT COUNSEL INC$1.4M1
139INTECH INVESTMENT MANAGEMENT LLC$1.4M1
140WINTON GROUP Ltd$1.4M1
141AXQ CAPITAL, LP$1.4M1
142BENJAMIN EDWARDS INC$1.4M1
143NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.3M1
144Ensign Peak Advisors, Inc$1.3M1
145OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.2M1
146Centiva Capital, LP$1.2M1
147Diversified Trust Co$1.2M1
148Atria Investments, Inc$1.2M1
149OpenArc Corporate Advisory, LLC$1.1M1
150Jacobi Capital Management LLC$1.1M1
151Allianz Asset Management GmbH$1.1M1
152Tidal Investments LLC$1.1M1
153BURNEY CO/$1.1M1
154CHOREO, LLC$1.0M1
155Pictet Asset Management Holding SA$1.0M1
156Texas Yale Capital Corp.$1.0M1
157Engineers Gate Manager LP$1.0M1
158Investors Research Corp$993K1
159OPPENHEIMER ASSET MANAGEMENT INC.$963K1
160JUPITER ASSET MANAGEMENT LTD$943K1
161BNP Paribas Asset Management Holding S.A.$894K1
162EXCHANGE TRADED CONCEPTS, LLC$894K1
163Vise Technologies, Inc.$886K1
164M&T BANK CORP$882K1
165OCCUDO QUANTITATIVE STRATEGIES LP$869K1
166Sequoia Financial Advisors, LLC$852K1
167XPONANCE LLC$847K1
168Connor, Clark & Lunn Investment Management Ltd.$840K1
169BANK OF MONTREAL /CAN/$824K1
170CHELSEA COUNSEL CO$815K1
171QRG CAPITAL MANAGEMENT, INC.$813K1
172Focus Partners Wealth$784K1
173US BANCORP \DE\$777K1
174Lighthouse Investment Partners, LLC$746K1
175Huber Capital Management LLC$732K1
176Jefferies Financial Group Inc.$719K1
177Sowell Financial Services LLC$714K1
178Allspring Global Investments Holdings, LLC$708K1
179Concurrent Investment Advisors, LLC$708K1
180Hennion & Walsh Asset Management, Inc.$705K1
181Corient Private Wealth LLC$691K1
182Sivia Capital Partners, LLC$680K1
183Private Advisor Group, LLC$675K1
184Teza Capital Management LLC$645K1
185CSS LLC/IL$642K1
186EP Wealth Advisors, LLC$632K1
187COWA, LLC$629K1
188JAMES INVESTMENT RESEARCH, INC.$628K1
189Asset Management One Co., Ltd.$622K1
190Envestnet Portfolio Solutions, Inc.$620K1
191CIBC Bancorp USA Inc.$618K1
192Fieldview Capital Management, LLC$614K1
193Keudell/Morrison Wealth Management$607K1
194Brooklyn Investment Group$607K1
195Leonteq Securities AG$596K1
196Roehl & Yi Investment Advisors, LLC$589K1
197Pathstone Holdings, LLC$581K1
198FIRST CITIZENS BANK & TRUST CO$580K1
199Swiss Life Asset Management Ltd$579K1
200Assenagon Asset Management S.A.$567K1
201TWINBEECH CAPITAL LP$565K1
202Oliver Luxxe Assets LLC$550K1
203QUADRANT CAPITAL GROUP LLC$542K1
204Quarry LP$537K1
205BECKER CAPITAL MANAGEMENT INC$533K1
206First Pacific Financial$529K1
207Outlook Wealth Advisors, LLC$522K1
208Tower Research Capital LLC (TRC)$519K1
209Vident Advisory, LLC$505K1
210UNITED CAPITAL FINANCIAL ADVISORS, LLC$486K1
211Hudson Bay Capital Management LP$479K1
212BLAIR WILLIAM & CO/IL$478K1
213Merit Financial Group, LLC$473K1
214Ballentine Partners, LLC$473K1
215Intrua Financial, LLC$472K1
216TOCQUEVILLE ASSET MANAGEMENT L.P.$470K1
217SECURIAN ASSET MANAGEMENT, INC$433K1
218IFM Investors Pty Ltd$423K1
219iSAM Funds (UK) Ltd$419K1
220Empowered Funds, LLC$415K1
221JANE STREET GROUP, LLC$408K1
222HB Wealth Management, LLC$398K1
223OneDigital Investment Advisors LLC$388K1
224COLDSTREAM CAPITAL MANAGEMENT INC$385K1
225PRINCIPAL SECURITIES, INC.$379K1
226Watershed Asset Management, L.L.C.$379K1
227Crossmark Global Holdings, Inc.$378K1
228BAILARD, INC.$364K1
229Scientech Research LLC$361K1
230MIRABELLA FINANCIAL SERVICES LLP$359K1
231MQS Management LLC$357K1
232XTX Topco Ltd$357K1
233REGIONS FINANCIAL CORP$357K1
234Sanctuary Advisors, LLC$354K1
235JOURNEY STRATEGIC WEALTH LLC$350K1
236PERSONAL CFO SOLUTIONS, LLC$349K1
237CAXTON ASSOCIATES LLP$338K1
238Bayforest Capital Ltd$335K1
239ALPINE WOODS CAPITAL INVESTORS, LLC$294K1
240Horizon Investment Services, LLC$293K1
241TEACHER RETIREMENT SYSTEM OF TEXAS$289K1
242World Investment Advisors$285K1
243Sigma Planning Corp$282K1
244&PARTNERS$271K1
245WETZEL INVESTMENT ADVISORS, INC.$266K1
246Frank, Rimerman Advisors LLC$262K1
247Inscription Capital, LLC$259K1
248nVerses Capital, LLC$256K1
249Johnson Bixby & Associates, LLC$255K1
250CITIZENS FINANCIAL GROUP INC/RI$255K1
251Steward Partners Investment Advisory, LLC$249K1
252EVOLVE PRIVATE WEALTH, LLC$249K1
253CATALYST FINANCIAL PARTNERS LLC$236K1
254Parcion Private Wealth LLC$233K1
255Focus Partners Advisor Solutions, LLC$229K1
256Meeder Advisory Services, Inc.$228K1
257Leo Wealth, LLC$228K1
258Composition Wealth, LLC$226K1
259Laird Norton Wetherby Trust Company, LLC$226K1
260Van Diest Capital, LLC$225K1
261Quantum Portfolio Management LLC$220K1
262PROFUND ADVISORS LLC$215K1
263SIGNATUREFD, LLC$211K1
264SHELTON CAPITAL MANAGEMENT$206K1
265Chris Bulman Inc$204K1
266Pinnacle Wealth Planning Services, Inc.$197K1
267Rockefeller Capital Management L.P.$196K1
268Allworth Financial LP$171K1
269MEEDER ASSET MANAGEMENT INC$170K1
270Daiwa Securities Group Inc.$125K1
271Blue Trust, Inc.$112K1
272NOMURA ASSET MANAGEMENT CO LTD$93.9K1
273EASTERN BANK$84.4K1
274THRIVENT FINANCIAL FOR LUTHERANS$79.2K1
275Smartleaf Asset Management LLC$77.3K1
276MAI Capital Management$61.8K1
277TOMPKINS FINANCIAL CORP$58.0K1
278Kemnay Advisory Services Inc.$53.7K1
279Optiver Holding B.V.$53.0K1
280HM PAYSON & CO$52.8K1
281HUSSMAN STRATEGIC ADVISORS, INC.$52.8K1
282Bell Investment Advisors, Inc$49.6K1
283State of Wyoming$47.4K1
284WealthCollab, LLC$42.9K1
285GROUP ONE TRADING LLC$37.7K1
286SHP Wealth Management$37.7K1
287ALGERT GLOBAL LLC$34.5K1
288Destiny Wealth Partners, LLC$34.1K1
289Costello Asset Management, INC$33.4K1
290Parkside Financial Bank & Trust$32.8K1
291Transamerica Financial Advisors, LLC$29.3K1
292Arax Advisory Partners$27.9K1
293WPG Advisers, LLC$27.0K1
294Eurizon Capital SGR S.p.A.$21.6K1
295MATHER GROUP, LLC.$19.9K1
296HRT FINANCIAL LP$17.6K1
297UMB Bank, n.a.$17.0K1
298Sachetta, LLC$16.4K1
299Mitsubishi UFJ Asset Management Co., Ltd.$14.8K1
300NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11.6K1
301Godfrey Financial Associates, Inc.$11.3K1
302Global X Japan Co., Ltd.$11.1K1
303Larson Financial Group LLC$10.8K1
304Kilter Group LLC$10.4K1
305ASSETMARK, INC$10.0K1
306SJS Investment Consulting Inc.$9.1K1
307INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$8.9K1
308Raleigh Capital Management Inc.$8.7K1
309Physician Wealth Advisors, Inc.$6.9K1
310Martin Capital Partners, LLC$5.7K1
311CVA Family Office, LLC$5.1K1
312Federation des caisses Desjardins du Quebec$5.1K1
313Signature Equity Partners, LLC$5.0K1
314DekaBank Deutsche Girozentrale$4.2K1
315Rialto Wealth Management, LLC$4.1K1
316Owl Creek Wealth Partners LLC$4.0K1
317GSA CAPITAL PARTNERS LLP$3.7K1
318True Wealth Design, LLC$3.6K1
319CANADA LIFE ASSURANCE Co$3.5K1
320Sapience Investments, LLC$3.2K1
321JFS WEALTH ADVISORS, LLC$2.9K1
322SITTNER & NELSON, LLC$2.6K1
323Activest Wealth Management$2.6K1
324Richard W. Paul & Associates, LLC$2.5K1
325Acumen Wealth Advisors, LLC$2.5K1
326Prestige Wealth Management Group LLC$2.3K1
327Wall Street Financial Group, Inc.$2.1K1
328ACADIAN ASSET MANAGEMENT LLC$1.6K1
329South Dakota Investment Council$1.4K1
330Spire Wealth Management$1.4K1
331Clearstead Advisors, LLC$1.3K1
332PARK AVENUE SECURITIES LLC$1.2K1
333Financial Network Wealth Advisors LLC$8441
334Key FInancial Inc$7921
335State of Alaska, Department of Revenue$7841
336DiNuzzo Private Wealth, Inc.$6871
337Investors Portfolio Services LLC$5301
338FINANCIAL CONSULATE, INC$5281
339S&T BANK/PA$4751
340Vermillion Wealth Management, Inc.$3691
341Caitong International Asset Management Co., Ltd$2641
342Annis Gardner Whiting Capital Advisors, LLC$2641
343HFM Investment Advisors, LLC$2641
344KBC Group NV$1731
345Caitlin John, LLC$1581
346Smithfield Trust Co$931
347Rakuten Securities, Inc.$531
348American Capital Advisory, LLC$531
349Capital Advisors, Ltd. LLC$171
350Avion Wealth$01
351VANGUARD GROUP INC— value not disclosed1
352GLENMEDE TRUST CO NA— value not disclosed1
353STATE OF MICHIGAN RETIREMENT SYSTEM— value not disclosed1
354Brandywine Global Investment Management, LLC— value not disclosed1
355COMERICA BANK— value not disclosed1
356CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM— value not disclosed1
357TORONTO DOMINION BANK— value not disclosed1
358CIBC WORLD MARKETS CORP— value not disclosed1
359SCHRODER INVESTMENT MANAGEMENT GROUP— value not disclosed1
360NATIXIS— value not disclosed1
361CIBC Private Wealth Group LLC— value not disclosed1
362Graham Capital Management, L.P.— value not disclosed1
363Grantham, Mayo, Van Otterloo & Co. LLC— value not disclosed1
364NORGES BANK— value not disclosed1
365Keel Point, LLC— value not disclosed1
366Verition Fund Management LLC— value not disclosed1
367TWO SIGMA ADVISERS, LP— value not disclosed1
368TCTC Holdings, LLC— value not disclosed1
369FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
370LANDSCAPE CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
371MARK SHEPTOFF FINANCIAL PLANNING, LLC— value not disclosed1
372Trexquant Investment LP— value not disclosed1
373Redwood Grove Capital, LLC— value not disclosed1
374McIlrath & Eck, LLC— value not disclosed1
375DV Trading LLC— value not disclosed1
376Triumph Capital Management— value not disclosed1
377Global Retirement Partners, LLC— value not disclosed1
378Walleye Capital LLC— value not disclosed1
379Qsemble Capital Management, LP— value not disclosed1
380Y-Intercept (Hong Kong) Ltd— value not disclosed1
381Ethic Inc.— value not disclosed1
382Lloyd Advisory Services, LLC.— value not disclosed1
383NFSG Corp— value not disclosed1
384AlphaQuest LLC— value not disclosed1
385Greenland Capital Management LP— value not disclosed1
386PharVision Advisers, LLC— value not disclosed1
387SageView Advisory Group, LLC— value not disclosed1
388ATLAS Infrastructure Partners (UK) Ltd.— value not disclosed1
389Dunhill Financial, LLC— value not disclosed1
390EntryPoint Capital, LLC— value not disclosed1
391Aster Capital Management (DIFC) Ltd— value not disclosed1
392Integrated Quantitative Investments LLC— value not disclosed1
Truncated by Public Filings. Every one of the 350 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 POR

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for POR · financials and macro

Financials — as filed PLANNED

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