Public record / Tickers / ROIV

ROIV — Roivant Sciences Ltd.†

Both disclosure regimes on one name: who in Congress filed about ROIV, 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
4
all PTR rows naming ROIV
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
13F holders
372
top-372 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

Lisa C. McClain · $1.0K–$15.0K

SELL · traded 2025-10-31 → filed 2025-11-21. Ranked over every ROIV row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

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

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 ROIV · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ROIV
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in ROIV

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing ROIV 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.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

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

Congress ↔ notable managers · ROIV

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 Soros Fund Management $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ROIVANT SCIENCES LTD

Merged timeline of congressional filings and notable-manager moves on ROIV
DateWhoChangeSize
2026-05-15Viking Global Investors 13FADD+209,257 sh
2026-05-15Gotham Asset Management 13FADD+490,898 sh
2026-05-15Soros Fund Management 13FEXIT−9,492 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 ROIV for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1FMR LLC$2.2B1
2MORGAN STANLEY$1.4B1
3BlackRock, Inc.$1.2B1
4QVT Financial LP$697M1
5UBS Group AG$627M1
6VANGUARD CAPITAL MANAGEMENT LLC$573M1
7VANGUARD PORTFOLIO MANAGEMENT LLC$550M1
8STATE STREET CORP$448M1
9ADAGE CAPITAL PARTNERS GP, L.L.C.$354M1
10GEODE CAPITAL MANAGEMENT, LLC$282M1
11FARALLON CAPITAL MANAGEMENT, L.L.C.$268M1
12Two Seas Capital LP$258M1
13PERCEPTIVE ADVISORS LLC$230M1
14Patient Square Capital LP$226M1
15DIMENSIONAL FUND ADVISORS LP$207M1
16Assenagon Asset Management S.A.$196M1
17VIKING GLOBAL INVESTORS LP$184M1
18Darwin Global Management, Ltd.$180M1
19Invesco Ltd.$178M1
20NATIONAL BANK OF CANADA /FI/$174M1
21AQR CAPITAL MANAGEMENT LLC$162M1
22Rubric Capital Management LP$139M1
23BAKER BROS. ADVISORS LP$135M1
24NORTHERN TRUST CORP$97.5M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$95.8M1
26Qube Research & Technologies Ltd$95.6M1
27ADAR1 Capital Management, LLC$91.0M1
28BANK OF AMERICA CORP /DE/$87.6M1
29Janus Henderson Group Ltd.$85.8M1
30JENNISON ASSOCIATES LLC$82.6M1
31VANGUARD FIDUCIARY TRUST CO$77.9M1
32Affinity Asset Advisors, LLC$77.6M1
33Bank of New York Mellon Corp$75.8M1
34Pictet Asset Management Holding SA$74.0M1
35SB INVESTMENT ADVISERS (UK) LTD$74.0M1
36CITADEL ADVISORS LLC$69.7M1
37BlackBarn Capital Partners LP$63.3M1
38DME Capital Management, LP$59.6M1
39Clearbridge Investments, LLC$55.6M1
40Candriam S.C.A.$55.5M1
41Integral Health Asset Management, LLC$55.4M1
42Nuveen, LLC$54.2M1
43Woodline Partners LP$48.5M1
44UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$48.2M1
45MAVERICK CAPITAL LTD$45.1M1
46Polar Capital Holdings Plc$43.7M1
47CITIGROUP INC$42.6M1
48Amundi$41.0M1
49Whitefort Capital Management, LP$39.3M1
50Gotham Asset Management, LLC$39.2M1
51D. E. Shaw & Co., Inc.$38.6M1
52Parkside Financial Bank & Trust$36.8M1
53BANK OF NOVA SCOTIA$36.3M1
54First Turn Management, LLC$33.0M1
55JANE STREET GROUP, LLC$28.3M1
56Ensign Peak Advisors, Inc$28.2M1
57PRINCIPAL FINANCIAL GROUP INC$27.9M1
58WELLINGTON MANAGEMENT GROUP LLP$26.7M1
59Point72 Asset Management, L.P.$24.7M1
60Davern Capital Partners, LP$24.2M1
61Man Group plc$23.6M1
62MILLENNIUM MANAGEMENT LLC$22.3M1
63STEMPOINT CAPITAL LP$21.4M1
64Cormorant Asset Management, LP$20.8M1
65Swiss National Bank$20.6M1
66CAPITOLIS LIQUID GLOBAL MARKETS LLC$20.1M1
67TD ASSET MANAGEMENT INC$19.8M1
68MANUFACTURERS LIFE INSURANCE COMPANY, THE$19.4M1
69CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$19.2M1
70ENVESTNET ASSET MANAGEMENT INC$18.8M1
71Legal & General Group Plc$15.5M1
72Retirement Systems of Alabama$15.3M1
73ALLIANCEBERNSTEIN L.P.$14.7M1
74Sofinnova Investments, Inc.$13.2M1
75FIRST TRUST ADVISORS LP$12.6M1
76ING GROEP NV$10.8M1
77LPL Financial LLC$10.5M1
78PDT Partners, LLC$10.4M1
79VANGUARD ASSET MANAGEMENT, Ltd$9.7M1
80STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$9.0M1
81VOYA INVESTMENT MANAGEMENT LLC$8.7M1
82Empowered Funds, LLC$7.9M1
83Nicholas Investment Partners, LP$7.7M1
84Pine Ridge Advisers LLC$7.7M1
85Consolidated Portfolio Review Corp$7.7M1
86Cinctive Capital Management LP$7.6M1
87WELLS FARGO & COMPANY/MN$7.3M1
88Engineers Gate Manager LP$7.1M1
89XTX Topco Ltd$7.1M1
90NEW YORK STATE COMMON RETIREMENT FUND$6.9M1
91STATE OF WISCONSIN INVESTMENT BOARD$6.5M1
92MetLife Investment Management, LLC$6.1M1
93Caption Management, LLC$6.1M1
94Vanguard Global Advisers, LLC$5.8M1
95PFM Health Sciences, LP$5.7M1
96WORLDQUANT MILLENNIUM ADVISORS LLC$5.6M1
97Mariner, LLC$5.6M1
98MUFG Securities EMEA plc$5.5M1
99SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.4M1
100CWM, LLC$5.0M1
101Prosight Management, LP$5.0M1
102MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.8M1
103Cetera Investment Advisers$4.7M1
104Zurcher Kantonalbank (Zurich Cantonalbank)$4.4M1
105Rafferty Asset Management, LLC$4.4M1
106Walleye Capital LLC$4.3M1
107Allspring Global Investments Holdings, LLC$4.0M1
108ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$3.8M1
109CenterBook Partners LP$3.8M1
110AXQ CAPITAL, LP$3.7M1
111Artia Global Partners LP$3.6M1
112State of New Jersey Common Pension Fund D$3.6M1
113Seven Fleet Capital Management LP$3.6M1
114BAMCO INC /NY/$3.5M1
115Creative Planning$3.4M1
116SEI INVESTMENTS CO$3.3M1
117Anfield Capital Management, LLC$3.3M1
118Illinois Municipal Retirement Fund$3.3M1
119Brevan Howard Capital Management LP$3.2M1
120AMERICAN CENTURY COMPANIES INC$3.2M1
121COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.1M1
122PRELUDE CAPITAL MANAGEMENT, LLC$3.1M1
123ROYAL BANK OF CANADA$3.0M1
124STATE OF MICHIGAN RETIREMENT SYSTEM$3.0M1
125PEAK FINANCIAL ADVISORS LLC$2.9M1
126Arizona State Retirement System$2.9M1
127Rock Springs Capital Management LP$2.7M1
128Vanguard Investments Australia, Ltd.$2.6M1
129Te Ahumairangi Investment Management Ltd$2.6M1
130OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.6M1
131PLATINUM INVESTMENT MANAGEMENT LTD$2.6M1
132Blackstone Inc.$2.6M1
133Edge Wealth Management LLC$2.5M1
134STIFEL FINANCIAL CORP$2.5M1
135Sandro Wealth Management LLC$2.5M1
136Jain Global LLC$2.4M1
137Tidal Investments LLC$2.3M1
138KLP KAPITALFORVALTNING AS$2.3M1
139FRANKLIN RESOURCES INC$2.2M1
140Aquatic Capital Management LLC$2.1M1
141DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$2.1M1
142Quantinno Capital Management LP$2.1M1
143PROFUND ADVISORS LLC$2.1M1
144DnB Asset Management AS$2.0M1
145Universal- Beteiligungs- und Servicegesellschaft mbH$2.0M1
146Inspire Investing, LLC$2.0M1
147Allianz Asset Management GmbH$1.9M1
148Neo Ivy Capital Management$1.8M1
149Atria Investments, Inc$1.8M1
150Cerity Partners LLC$1.7M1
151Voleon Capital Management LP$1.7M1
152WINTON GROUP Ltd$1.7M1
153XPONANCE LLC$1.5M1
154MML INVESTORS SERVICES, LLC$1.5M1
155Rockefeller Capital Management L.P.$1.5M1
156Schonfeld Strategic Advisors LLC$1.5M1
157FORA Capital, LLC$1.5M1
158Brooklyn Investment Group$1.4M1
159ProShare Advisors LLC$1.4M1
160QUADRANT CAPITAL GROUP LLC$1.4M1
161TEACHER RETIREMENT SYSTEM OF TEXAS$1.3M1
162Vanguard Personalized Indexing Management, LLC$1.3M1
163AlphaCentric Advisors LLC$1.3M1
164INTECH INVESTMENT MANAGEMENT LLC$1.3M1
165Concurrent Investment Advisors, LLC$1.2M1
166BANK OF MONTREAL /CAN/$1.2M1
167MERCER GLOBAL ADVISORS INC /ADV$1.2M1
168Edgestream Partners, L.P.$1.1M1
169VestGen Advisors, LLC$1.1M1
170GROUP ONE TRADING LLC$1.1M1
171Mirae Asset Global Investments Co., Ltd.$1.1M1
172Virtus Investment Advisers, LLC$1.1M1
173SECTORAL ASSET MANAGEMENT INC$1.0M1
174WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.0M1
175HighTower Advisors, LLC$932K1
176VestGen Investment Management$925K1
177SECURIAN ASSET MANAGEMENT, INC$921K1
178Ledgewood Wealth Advisors, LLC$913K1
179IMC-Chicago, LLC$892K1
180Elevate Capital Advisors, LLC$891K1
181FEDERATED HERMES, INC.$867K1
182Quinn Opportunity Partners LLC$831K1
183Three Seasons Wealth, LLC$819K1
184Private Advisor Group, LLC$780K1
185Susquehanna Portfolio Strategies, LLC$749K1
186Federation des caisses Desjardins du Quebec$731K1
187RAYMOND JAMES FINANCIAL INC$724K1
188Vident Advisory, LLC$723K1
189Crossmark Global Holdings, Inc.$709K1
190Machina Capital S.A.S.$697K1
191TRUIST FINANCIAL CORP$663K1
192Utah Retirement Systems$625K1
193IEQ CAPITAL, LLC$602K1
194INCEPTIONR LLC$577K1
195BOOTHBAY FUND MANAGEMENT, LLC$567K1
196Maryland State Retirement & Pension System$551K1
197Vestmark Advisory Solutions, Inc.$546K1
198Ghisallo Capital Management LLC$540K1
199E Fund Management Co., Ltd.$531K1
200ELEVATION POINT WEALTH PARTNERS, LLC$523K1
201Tower Research Capital LLC (TRC)$511K1
202Fieldview Capital Management, LLC$506K1
203COMMONWEALTH EQUITY SERVICES, LLC$468K1
204LMR Partners LLP$464K1
205Legacy Capital Group California, Inc.$459K1
206Wedmont Private Capital$446K1
207Summit Trail Advisors, LLC$445K1
208EntryPoint Capital, LLC$442K1
209VIRTUS ADVISERS, LLC$439K1
210Headlands Technologies LLC$426K1
211M&T BANK CORP$420K1
212Callan Family Office, LLC$416K1
213Merit Financial Group, LLC$410K1
214Cynosure Group, LLC$398K1
215Composition Wealth, LLC$395K1
216Baader Bank Aktiengesellschaft$388K1
217Focus Partners Wealth$386K1
218Caitong International Asset Management Co., Ltd$362K1
219NATIXIS$355K1
220Vise Technologies, Inc.$354K1
221Waverly Advisors, LLC$348K1
222Sivia Capital Partners, LLC$344K1
223Premier Path Wealth Partners, LLC$332K1
224PINKERTON WEALTH, LLC$321K1
225North Dakota State Investment Board$316K1
226Bridgefront Capital, LLC$310K1
227FIRST MANHATTAN CO. LLC.$309K1
228Eurizon Capital SGR S.p.A.$305K1
229Raab & Moskowitz Asset Management LLC$305K1
230Cambria Investment Management, L.P.$304K1
231Bleakley Financial Group, LLC$303K1
232DAVENPORT & Co LLC$294K1
233Orion Porfolio Solutions, LLC$293K1
234HB Wealth Management, LLC$292K1
235Meiji Yasuda Asset Management Co Ltd.$288K1
236MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$285K1
237EVERGREEN CAPITAL MANAGEMENT LLC$284K1
238Daiwa Securities Group Inc.$278K1
239HSBC HOLDINGS PLC$273K1
240Abel Hall, LLC$266K1
241CIBC Bancorp USA Inc.$264K1
242Ethic Inc.$249K1
243Mitsubishi UFJ Asset Management Co., Ltd.$231K1
244Meeder Advisory Services, Inc.$227K1
245Aptus Capital Advisors, LLC$225K1
246Lighthouse Investment Partners, LLC$222K1
247GUARDIAN WEALTH ADVISORS, LLC / NC$220K1
248SHERMAN PORFOLIOS, LLC$219K1
249State of Wyoming$214K1
250Centiva Capital, LP$210K1
251Corient Private Wealth LLC$208K1
252Jefferies Financial Group Inc.$201K1
253OSAIC HOLDINGS, INC.$194K1
254Allworth Financial LP$189K1
255UMB Bank, n.a.$188K1
256US BANCORP \DE\$162K1
257EXCHANGE TRADED CONCEPTS, LLC$154K1
258Pinnacle Wealth Planning Services, Inc.$141K1
259FIFTH THIRD BANCORP$130K1
260MAI Capital Management$120K1
261Truvestments Capital LLC$102K1
262Walleye Trading LLC$94.7K1
263GeoWealth Management, LLC$83.0K1
264SIGNATUREFD, LLC$78.4K1
265Arax Advisory Partners$67.5K1
266Bell Investment Advisors, Inc$40.7K1
267Quarry LP$37.9K1
268Kemnay Advisory Services Inc.$29.4K1
269Rachor Investment Advisory Services, LLC$27.7K1
270ALGERT GLOBAL LLC$22.9K1
271Larson Financial Group LLC$22.2K1
272SUMMIT SECURITIES GROUP LLC$19.7K1
273Smartleaf Asset Management LLC$16.7K1
274NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$14.2K1
275Private Wealth Management Group, LLC$11.8K1
276Clearstead Advisors, LLC$10.8K1
277CVA Family Office, LLC$10.5K1
278Steward Partners Investment Advisory, LLC$9.5K1
279FARMERS & MERCHANTS INVESTMENTS INC$9.1K1
280True Wealth Design, LLC$8.5K1
281DANSKE BANK A/S$8.3K1
282MEEDER ASSET MANAGEMENT INC$8.0K1
283Marquette Asset Management, LLC$7.9K1
284NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7.1K1
285Clearstead Trust, LLC$6.3K1
286JFS WEALTH ADVISORS, LLC$5.7K1
287ASSETMARK, INC$5.5K1
288Blue Trust, Inc.$5.3K1
289Treasurer of the State of North Carolina$5.0K1
290SJS Investment Consulting Inc.$4.8K1
291TOTH FINANCIAL ADVISORY CORP$4.2K1
292CENTRAL TRUST Co$4.0K1
293Sachetta, LLC$3.4K1
294Geneos Wealth Management Inc.$2.8K1
295Murphy & Mullick Capital Management Corp$2.8K1
296JPL Wealth Management, LLC$2.3K1
297Aster Capital Management (DIFC) Ltd$2.1K1
298ELEVATION WEALTH PARTNERS, LLC$2.1K1
299DiNuzzo Private Wealth, Inc.$1.7K1
300Transamerica Financial Advisors, LLC$1.7K1
301Vermillion Wealth Management, Inc.$1.6K1
302TFC Financial Management, Inc.$1.4K1
303Annis Gardner Whiting Capital Advisors, LLC$1.4K1
304Activest Wealth Management$1.4K1
305Cromwell Holdings LLC$1.3K1
306MidFirst Bank$1.3K1
307State of Alaska, Department of Revenue$1.3K1
308SouthState Bank Corp$1.2K1
309WPG Advisers, LLC$1.2K1
310MV CAPITAL MANAGEMENT, INC.$1.1K1
311Rialto Wealth Management, LLC$1.1K1
312HFM Investment Advisors, LLC$9141
313Godfrey Financial Associates, Inc.$8861
314Stone House Investment Management, LLC$6931
315Breakwater Investment Management$6931
316TopTier Wealth Management, LLC$4161
317KBC Group NV$3251
318Quaker Wealth Management, LLC$2771
3193 FACTOR INDEXING, LLC$2501
320American Capital Advisory, LLC$1941
321Rakuten Securities, Inc.$551
322Avion Wealth$131
323NOMURA ASSET MANAGEMENT CO LTD$01
324VANGUARD GROUP INC— value not disclosed1
325HARBOUR INVESTMENTS, INC.— value not disclosed1
326CENTAURUS FINANCIAL, INC.— value not disclosed1
327GILDER GAGNON HOWE & CO LLC— value not disclosed1
328TORONTO DOMINION BANK— value not disclosed1
329SHELTON CAPITAL MANAGEMENT— value not disclosed1
330SOROS FUND MANAGEMENT LLC— value not disclosed1
331POLEN CAPITAL MANAGEMENT LLC— value not disclosed1
332OMERS ADMINISTRATION Corp— value not disclosed1
333ORBIMED ADVISORS LLC— value not disclosed1
334Asset Management One Co., Ltd.— value not disclosed1
335PRUDENTIAL FINANCIAL INC— value not disclosed1
336NOMURA HOLDINGS INC— value not disclosed1
337BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
338CREDIT INDUSTRIEL ET COMMERCIAL— value not disclosed1
339CIBC Private Wealth Group LLC— value not disclosed1
340Weiss Asset Management LP— value not disclosed1
341GSA CAPITAL PARTNERS LLP— value not disclosed1
342NORGES BANK— value not disclosed1
343PUBLIC SECTOR PENSION INVESTMENT BOARD— value not disclosed1
344Verition Fund Management LLC— value not disclosed1
345DekaBank Deutsche Girozentrale— value not disclosed1
346HRT FINANCIAL LP— value not disclosed1
347Evercore Wealth Management, LLC— value not disclosed1
348Empirical Financial Services, LLC d.b.a. Empirical Wealth Management— value not disclosed1
349MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
350VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
351Sequoia Financial Advisors, LLC— value not disclosed1
352Swiss Life Asset Management Ltd— value not disclosed1
353Squarepoint Ops LLC— value not disclosed1
354Bellevue Group AG— value not disclosed1
355Counterpoint Mutual Funds LLC— value not disclosed1
356Global Retirement Partners, LLC— value not disclosed1
357Qsemble Capital Management, LP— value not disclosed1
358Y-Intercept (Hong Kong) Ltd— value not disclosed1
359Kestra Advisory Services, LLC— value not disclosed1
360Blue Owl Capital Holdings LP— value not disclosed1
361Optiver Holding B.V.— value not disclosed1
362NFSG Corp— value not disclosed1
363Capricorn Fund Managers Ltd— value not disclosed1
364FOREFRONT WEALTH MANAGEMENT INC.— value not disclosed1
365Forum Financial Management, LP— value not disclosed1
366SageView Advisory Group, LLC— value not disclosed1
367Dunhill Financial, LLC— value not disclosed1
368SummitTX Capital, L.P.— value not disclosed1
369Persistent Asset Partners Ltd— value not disclosed1
370Keating Financial Advisory Services, Inc.— value not disclosed1
371PSP Research LLC— value not disclosed1
372Creek Drive Management Group LLC— value not disclosed1
Truncated by Public Filings. Every one of the 323 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)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ 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 ROIV

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ROIV · financials and macro

Financials — as filed PLANNED

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