Public record / Tickers / PTON

PTON — PELOTON INTERACTIVE, INC.†

Both disclosure regimes on one name: who in Congress filed about PTON, 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
29
all PTR rows naming PTON
Members · 12m
2
2 buys · 1 sells · by trade date
Latest PTR
06-07
filed 2026-06-07
13F holders
386
top-386 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

Jim Banks · $15.0K–$50.0K

BUY · traded 2021-11-12 → filed 2021-12-13. Ranked over every PTON row by the provable lower bound, never a point estimate.

2 members · 2 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

13 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

3 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. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PTON · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PTON
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-06-07Jim Banks R–INSELLTraded 06-05 +2d$1K–$15K
2026-04-21Maria Elvira Salazar R–FL-27BUYTraded 03-19 +33d$1K–$15K
2026-04-21Maria Elvira Salazar R–FL-27BUYTraded 03-19 +33d$1K–$15K
2023-06-21Jim Banks R–INBUYTraded 06-09 +12d$1K–$15K
2023-05-15John W. Hickenlooper D–COSELL SP (spouse-owned)Traded 04-28 +17d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 29 ↗

Members active in PTON

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing PTON 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.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Maria Elvira Salazar R–FL-272$2.0K to $30.0K2
Jim Banks R–IN1−$15.0K to −$1.0K4

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

Congress ↔ notable managers · PTON

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
1 Gotham Asset Management $2.4M held

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

Merged timeline of congressional filings and notable-manager moves on PTON
DateWhoChangeSize
2026-05-15Coatue Management 13FNEW+2,500,000 sh
2026-05-15Bridgewater Associates 13FNEW+782,897 sh
2026-05-15Gotham Asset Management 13FTRIM−353,830 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

full holders view ↗
Top institutional holders of PTON for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$139M1
2DnB Asset Management AS$97.3M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$82.9M1
4VANGUARD CAPITAL MANAGEMENT LLC$77.1M1
5D. E. Shaw & Co., Inc.$76.6M1
6Alyeska Investment Group, L.P.$52.0M1
7Nantahala Capital Management, LLC$51.5M1
8DME Capital Management, LP$43.4M1
9STATE STREET CORP$39.1M1
10UBS Group AG$33.4M1
11Pale Fire Capital SE$26.7M1
12TWO SIGMA INVESTMENTS, LP$20.2M1
13HENNESSY ADVISORS INC$19.3M1
14Schonfeld Strategic Advisors LLC$18.9M1
15MORGAN STANLEY$17.1M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$15.6M1
17SUSQUEHANNA INTERNATIONAL GROUP, LLP$15.2M1
18NORTHERN TRUST CORP$14.6M1
19DEUTSCHE BANK AG\$13.2M1
20CITADEL ADVISORS LLC$12.3M1
21AQR CAPITAL MANAGEMENT LLC$12.2M1
22JANE STREET GROUP, LLC$11.8M1
23VANGUARD FIDUCIARY TRUST CO$11.6M1
24SCOGGIN MANAGEMENT LP$11.3M1
25COATUE MANAGEMENT LLC$10.7M1
26CastleKnight Management LP$10.3M1
27Nuveen, LLC$10.1M1
28Qube Research & Technologies Ltd$10.0M1
29CITIGROUP INC$9.3M1
30WELLS FARGO & COMPANY/MN$9.0M1
31Aperture Investors, LLC$8.9M1
32FMR LLC$8.1M1
33UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$7.8M1
34JUPITER ASSET MANAGEMENT LTD$7.8M1
35Select Equity Group, L.P.$7.8M1
36SCOPIA CAPITAL MANAGEMENT LP$7.7M1
37Skandinaviska Enskilda Banken AB (publ)$7.6M1
38Kanen Wealth Management LLC$7.6M1
39BANK OF AMERICA CORP /DE/$7.0M1
40Bastion Asset Management Inc.$7.0M1
41CANADA PENSION PLAN INVESTMENT BOARD$6.8M1
42Union Square Park Capital Management, LLC$6.4M1
43Ardmore Road Asset Management LP$6.4M1
44Creek Drive Management Group LLC$6.2M1
45Walleye Capital LLC$6.1M1
46Simcoe Capital Management, LLC$5.2M1
47ExodusPoint Capital Management, LP$4.8M1
48MYDA Advisors LLC$4.8M1
49MILLENNIUM MANAGEMENT LLC$4.1M1
50GROUP ONE TRADING LLC$4.1M1
51JACOBS LEVY EQUITY MANAGEMENT, INC$3.9M1
52GILDER GAGNON HOWE & CO LLC$3.9M1
53Invesco Ltd.$3.7M1
54Swiss National Bank$3.4M1
55LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.4M1
56XTX Topco Ltd$3.4M1
57Bridgewater Associates, LP$3.4M1
58Calamos Advisors LLC$3.1M1
59Calamos Wealth Management LLC$3.1M1
60Prentice Capital Management, LP$3.1M1
61FEDERATED HERMES, INC.$2.8M1
62ALLIANCEBERNSTEIN L.P.$2.7M1
63PRELUDE CAPITAL MANAGEMENT, LLC$2.6M1
64STATE OF MICHIGAN RETIREMENT SYSTEM$2.6M1
65Walleye Trading LLC$2.5M1
66Cinctive Capital Management LP$2.5M1
67Gotham Asset Management, LLC$2.4M1
68RENAISSANCE TECHNOLOGIES LLC$2.3M1
69Panoramic Capital, LLC$2.3M1
70Saudi Central Bank$2.3M1
71STEADFAST CAPITAL MANAGEMENT LP$2.1M1
72BOOTHBAY FUND MANAGEMENT, LLC$2.1M1
73NOMURA HOLDINGS INC$2.1M1
74KIRR MARBACH & CO LLC /IN/$2.1M1
75K2 PRINCIPAL FUND, L.P.$2.0M1
76Empowered Funds, LLC$1.9M1
77FRANKLIN RESOURCES INC$1.9M1
78IEQ CAPITAL, LLC$1.8M1
79COMMONWEALTH EQUITY SERVICES, LLC$1.8M1
80IMC-Chicago, LLC$1.7M1
81Tabor Asset Management, LP$1.6M1
82HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.6M1
83VANGUARD ASSET MANAGEMENT, Ltd$1.6M1
84Altshuler Shaham Ltd$1.6M1
85Legal & General Group Plc$1.5M1
86WINTON GROUP Ltd$1.4M1
87Quadrature Capital Ltd$1.4M1
88Shellback Capital, LP$1.3M1
89Vanguard Global Advisers, LLC$1.2M1
90Diametric Capital, LP$1.1M1
91Manchester Capital Management LLC$1.1M1
92Caption Management, LLC$1.1M1
93Avidity Partners Management LP$1.1M1
94Benefit Street Partners LLC$1.1M1
95Brevan Howard Capital Management LP$1.1M1
96MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.0M1
97Concurrent Investment Advisors, LLC$985K1
98Garde Capital, Inc.$985K1
99ROYAL BANK OF CANADA$942K1
100BANK OF MONTREAL /CAN/$891K1
101Templeton & Phillips Capital Management, LLC$882K1
102PANAGORA ASSET MANAGEMENT INC$865K1
103Joel Isaacson & Co., LLC$859K1
104Mariner, LLC$823K1
105MANUFACTURERS LIFE INSURANCE COMPANY, THE$792K1
106Banco Santander, S.A.$780K1
107Vident Advisory, LLC$770K1
108Waterfront Wealth Inc.$733K1
109Janus Henderson Group Ltd.$679K1
110Voleon Capital Management LP$673K1
111Creative Planning$665K1
112Man Group plc$655K1
113OMERS ADMINISTRATION Corp$633K1
114ALBION FINANCIAL GROUP /UT$622K1
115Perbak Capital Partners LLP$616K1
116CWM, LLC$606K1
117STATE OF WISCONSIN INVESTMENT BOARD$571K1
118HSBC HOLDINGS PLC$555K1
119INTERCAPITAL, LLC$515K1
120NEW YORK STATE COMMON RETIREMENT FUND$505K1
121VOYA INVESTMENT MANAGEMENT LLC$479K1
122Lighthouse Investment Partners, LLC$478K1
123Arizona State Retirement System$474K1
124Summit Trail Advisors, LLC$472K1
125Graham Capital Management, L.P.$466K1
126State of Wyoming$460K1
127Vanguard Investments Australia, Ltd.$453K1
128MERCER GLOBAL ADVISORS INC /ADV$432K1
129Zurcher Kantonalbank (Zurich Cantonalbank)$427K1
130Cerity Partners LLC$418K1
131INTECH INVESTMENT MANAGEMENT LLC$411K1
132LPL Financial LLC$407K1
133STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$403K1
134ZACKS INVESTMENT MANAGEMENT$401K1
135WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$400K1
136Quantinno Capital Management LP$400K1
137Clare Market Investments LLC$397K1
138Vontobel Holding Ltd.$386K1
139KLP KAPITALFORVALTNING AS$384K1
140CIBC Bancorp USA Inc.$380K1
141Numerai GP LLC$361K1
142Shay Capital LLC$346K1
143Longaeva Partners L.P.$331K1
144M&T BANK CORP$328K1
145Headlands Technologies LLC$327K1
146SEI INVESTMENTS CO$307K1
147ProShare Advisors LLC$305K1
148Freestone Grove Partners LP$294K1
149PRUDENTIAL FINANCIAL INC$265K1
150OXFORD ASSET MANAGEMENT LLP$257K1
151Verition Fund Management LLC$252K1
152Elo Mutual Pension Insurance Co$245K1
153Assenagon Asset Management S.A.$245K1
154Pictet Asset Management Holding SA$238K1
155Amundi$236K1
156Procyon Advisors, LLC$225K1
157Lombard Odier Asset Management (USA) Corp$202K1
158OSAIC HOLDINGS, INC.$201K1
159AIGEN INVESTMENT MANAGEMENT, LP$198K1
160AXQ CAPITAL, LP$197K1
161HighTower Advisors, LLC$196K1
162Perigon Wealth Management, LLC$190K1
163Quadcap Wealth Management, LLC$190K1
164Connor, Clark & Lunn Investment Management Ltd.$184K1
165Tower Research Capital LLC (TRC)$179K1
166West Tower Group, LLC$172K1
167EntryPoint Capital, LLC$170K1
168SIGNATUREFD, LLC$167K1
169Lido Advisors, LLC$160K1
170Marex Group Ltd$158K1
171XPONANCE LLC$156K1
172Clear Harbor Asset Management, LLC$156K1
173STIFEL FINANCIAL CORP$153K1
174Squarepoint Ops LLC$147K1
175AMERICAN CENTURY COMPANIES INC$137K1
176Caitong International Asset Management Co., Ltd$136K1
177SIG BROKERAGE, LP$136K1
178CAPSTONE INVESTMENT ADVISORS, LLC$135K1
179Diversified Trust Co$133K1
180American Alpha Advisors, LLC$132K1
181RAYMOND JAMES FINANCIAL INC$132K1
182Kestra Advisory Services, LLC$130K1
183Compass Financial Group, INC/SD$127K1
184Focus Partners Wealth$123K1
185PDT Partners, LLC$121K1
186Baird Financial Group, Inc.$119K1
187Traynor Capital Management, Inc.$117K1
188Merit Financial Group, LLC$115K1
189Swiss Life Asset Management Ltd$115K1
190Krilogy Financial LLC$112K1
191Private Advisor Group, LLC$108K1
192Universal- Beteiligungs- und Servicegesellschaft mbH$107K1
193Pallas Capital Advisors LLC$107K1
194Cetera Investment Advisers$100.0K1
195Oder Investment Management, LLC$99.4K1
196Ensign Peak Advisors, Inc$96.6K1
197CITIZENS FINANCIAL GROUP INC/RI$95.4K1
198Holocene Advisors, LP$92.6K1
199PRINCIPAL FINANCIAL GROUP INC$91.2K1
200Caerus Investment Advisors, LLC$87.6K1
201Wealthfront Advisers LLC$82.0K1
202Wedmont Private Capital$78.9K1
203MSA Advisors, LLC$78.1K1
204Verdence Capital Advisors LLC$73.7K1
205HB Wealth Management, LLC$72.7K1
206PharVision Advisers, LLC$72.5K1
207Jasper Ridge Partners, L.P.$71.4K1
208Abel Hall, LLC$68.5K1
209Atria Investments, Inc$68.3K1
210CHOREO, LLC$66.1K1
211Inscription Capital, LLC$65.6K1
212UNITED CAPITAL FINANCIAL ADVISORS, LLC$64.9K1
213US BANCORP \DE\$61.2K1
214EVOLVE PRIVATE WEALTH, LLC$60.8K1
215Krane Funds Advisors LLC$60.4K1
216LVW Advisors, LLC$57.6K1
217TD Waterhouse Canada Inc.$55.1K1
218ENVESTNET ASSET MANAGEMENT INC$55.0K1
219MQS Management LLC$55.0K1
220Abundance Wealth Counselors$54.8K1
221FAS Wealth Partners, Inc.$54.6K1
222TRUIST FINANCIAL CORP$53.5K1
223NewEdge Advisors, LLC$53.2K1
224waypoint wealth counsel$52.8K1
225Meridian Wealth Advisors, LLC$51.6K1
226Gallagher Fiduciary Advisors, LLC$51.0K1
227CIBC Asset Management Inc$50.3K1
228SummitTX Capital, L.P.$49.8K1
229Johnson & White Wealth Management, LLC$49.8K1
230Moors & Cabot, Inc.$48.6K1
231KINTRA WEALTH, LLC$48.4K1
232Wealthcare Advisory Partners LLC$47.7K1
233Investment Research Partners LLC$47.6K1
234BlackDiamond Wealth Management, LLC$46.6K1
235Orion Porfolio Solutions, LLC$44.8K1
236Cresset Asset Management, LLC$43.4K1
237Lotus Technology Management, LP$43.3K1
238CORA CAPITAL ADVISORS LLC$43.2K1
239Larson Financial Group LLC$38.2K1
240Allworth Financial LP$36.5K1
241Rockefeller Capital Management L.P.$33.1K1
242MAI Capital Management$32.2K1
243Corient Private Wealth LLC$27.2K1
244Arax Advisory Partners$26.6K1
245BNP Paribas Asset Management Holding S.A.$25.8K1
246Steward Partners Investment Advisory, LLC$18.5K1
247SUMMIT SECURITIES GROUP LLC$13.7K1
248Siemens Fonds Invest GmbH$10.9K1
249NATIONAL BANK OF CANADA /FI/$9.7K1
250EFG International AG$6.2K1
251Optiver Holding B.V.$5.9K1
252ALGERT GLOBAL LLC$5.0K1
253Tradewinds Capital Management, LLC$4.3K1
254FIFTH THIRD BANCORP$3.6K1
255Advocate Investing Services LLC$3.3K1
256Asset Dedication, LLC$3.1K1
257HRT FINANCIAL LP$2.9K1
258Elequin Capital, LP$2.9K1
259NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.4K1
260Pinnacle Wealth Planning Services, Inc.$2.1K1
261WealthCollab, LLC$2.1K1
262SJS Investment Consulting Inc.$1.9K1
263Penserra Capital Management LLC$1.8K1
264Parkside Financial Bank & Trust$1.7K1
265ENTRUST FINANCIAL LLC$1.7K1
266True Wealth Design, LLC$1.7K1
267Geneos Wealth Management Inc.$1.4K1
268Bank Julius Baer & Co. Ltd, Zurich$1.3K1
269Smartleaf Asset Management LLC$1.3K1
270PayPay Securities Corp$1.2K1
271ACADIAN ASSET MANAGEMENT LLC$1.0K1
272Federation des caisses Desjardins du Quebec$9811
273Purpose Unlimited Inc.$8571
274HighMark Wealth Management LLC$8151
275CVA Family Office, LLC$6951
276TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$6431
277DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$6251
278INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$4821
279Clearstead Advisors, LLC$4291
280Newton One Investments LLC$4291
281Rachor Investment Advisory Services, LLC$3351
282Owl Creek Wealth Partners LLC$3011
283MCF Advisors LLC$2841
284MV CAPITAL MANAGEMENT, INC.$2841
285Addison Advisors LLC$2321
286FARMERS & MERCHANTS INVESTMENTS INC$2151
287Activest Wealth Management$2151
288CANADA LIFE ASSURANCE Co$1781
289GHP Investment Advisors, Inc.$1511
290Pillar Financial Advisors, LLC$1511
291CHAPMAN FINANCIAL GROUP, LLC$1291
292MidFirst Bank$1291
293DecisionPoint Financial, LLC$1251
294Vanguard National Trust Co$1071
295Vermillion Wealth Management, Inc.$991
296State of Alaska, Department of Revenue$881
297GSA CAPITAL PARTNERS LLP$771
298Godfrey Financial Associates, Inc.$601
299Frazier Financial Advisors, LLC$521
300KBC Group NV$501
301Investors Research Corp$431
302Stonehage Fleming Financial Services Holdings Ltd$421
303Atlantic Union Bankshares Corp$221
304Sachetta, LLC$221
305Smallwood Wealth Investment Management, LLC$211
306Bayforest Capital Ltd$211
307DHJJ Financial Advisors, Ltd.$181
308CDKV HOLDINGS LLC$181
309FINANCIAL CONSULATE, INC$131
310Rakuten Securities, Inc.$131
311Winthrop Capital Management, LLC$111
312Annis Gardner Whiting Capital Advisors, LLC$91
313Physician Wealth Advisors, Inc.$51
314ASSETMARK, INC$41
315HAZLETT, BURT & WATSON, INC.$11
316Smithfield Trust Co$11
317Capital Analysts, LLC$11
318Capital Advisors, Ltd. LLC$01
319Avion Wealth$01
320CENTRAL TRUST Co— value not disclosed1
321Jefferies Financial Group Inc.— value not disclosed1
322VANGUARD GROUP INC— value not disclosed1
323DIMENSIONAL FUND ADVISORS LP— value not disclosed1
324TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
325HARBOUR INVESTMENTS, INC.— value not disclosed1
326BANCO BILBAO VIZCAYA ARGENTARIA, S.A.— value not disclosed1
327COMERICA BANK— value not disclosed1
328BLAIR WILLIAM & CO/IL— value not disclosed1
329MACKENZIE FINANCIAL CORP— value not disclosed1
330VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
331POLEN CAPITAL MANAGEMENT LLC— value not disclosed1
332CIBC WORLD MARKETS CORP— value not disclosed1
333EMINENCE CAPITAL, LP— value not disclosed1
334FIRST TRUST ADVISORS LP— value not disclosed1
335EASTERN BANK— value not disclosed1
336LAZARD ASSET MANAGEMENT LLC— value not disclosed1
337BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
338GUGGENHEIM CAPITAL LLC— value not disclosed1
339CIBC Private Wealth Group LLC— value not disclosed1
340Magnetar Financial LLC— value not disclosed1
341NORGES BANK— value not disclosed1
342PEAK6 LLC— value not disclosed1
343Capital World Investors— value not disclosed1
344O'SHAUGHNESSY ASSET MANAGEMENT, LLC— value not disclosed1
345TWO SIGMA SECURITIES, LLC— value not disclosed1
346TWO SIGMA ADVISERS, LP— value not disclosed1
347State of New Jersey Common Pension Fund D— value not disclosed1
348Leonteq Securities AG— value not disclosed1
349JFS WEALTH ADVISORS, LLC— value not disclosed1
350Carmignac Gestion— value not disclosed1
351Alpine Global Management, LLC— value not disclosed1
352VIRTUS ADVISERS, LLC— value not disclosed1
353Point72 Asset Management, L.P.— value not disclosed1
354Engineers Gate Manager LP— value not disclosed1
355Versor Investments LP— value not disclosed1
356QUADRANT CAPITAL GROUP LLC— value not disclosed1
357Sender Co & Partners, Inc.— value not disclosed1
358Bridgefront Capital, LLC— value not disclosed1
359Atom Investors LP— value not disclosed1
360Global Retirement Partners, LLC— value not disclosed1
361DeepCurrents Investment Group LLC— value not disclosed1
362Laurel Wealth Advisors LLC— value not disclosed1
363Qsemble Capital Management, LP— value not disclosed1
364Woodline Partners LP— value not disclosed1
365Key FInancial Inc— value not disclosed1
366Keebeck Wealth Management— value not disclosed1
367Aquatic Capital Management LLC— value not disclosed1
368Concord Wealth Partners— value not disclosed1
369Patient Capital Management, LLC— value not disclosed1
370NewEdge Wealth, LLC— value not disclosed1
371AlphaQuest LLC— value not disclosed1
372Allspring Global Investments Holdings, LLC— value not disclosed1
373SageView Advisory Group, LLC— value not disclosed1
374Dunhill Financial, LLC— value not disclosed1
375Quarry LP— value not disclosed1
376SHERBROOKE PARK ADVISERS LLC— value not disclosed1
377Vinva Investment Management Ltd— value not disclosed1
378Compound Planning, Inc.— value not disclosed1
379DiNuzzo Private Wealth, Inc.— value not disclosed1
380Susquehanna Portfolio Strategies, LLC— value not disclosed1
381American Capital Advisory, LLC— value not disclosed1
382Jain Global LLC— value not disclosed1
383Havemeyer Place LP— value not disclosed1
384Aster Capital Management (DIFC) Ltd— value not disclosed1
385Rialto Wealth Management, LLC— value not disclosed1
386HFM Investment Advisors, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 319 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)2 buy / 1 sell
Congress net ($ bound)−$13.0K to $29.0K
Filers net (actions)not in build
Filers net ($ 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 PTON

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for PTON · financials and macro

Financials — as filed PLANNED

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