Public record / Tickers / S

S — SentinelOne, Inc.†

Both disclosure regimes on one name: who in Congress filed about S, 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
2
all PTR rows naming S
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
02-02
filed 2024-02-02
13F holders
402
top-402 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

Thomas R. Carper · $1.0K–$15.0K

SELL · traded 2024-01-02 → filed 2024-02-02. Ranked over every S row by the provable lower bound, never a point estimate.

No member disclosed S 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 S 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 S · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning S
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-02-02Thomas R. Carper D–DESELL SP (spouse-owned)Traded 01-02 +31d$1K–$15K
2018-09-29Gary J. Palmer R–AL-6BUY SP (spouse-owned)Traded 2017-04-04 LATE·543d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in S

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

No member disclosed S in the trailing 12 months.

Congress ↔ notable managers · S

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
0 — $0 held
Trimming
1 Bridgewater Associates $0 held

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

Merged timeline of congressional filings and notable-manager moves on S
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FEXIT−1,562,111 sh

1 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 S for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$288M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$279M1
3AQR CAPITAL MANAGEMENT LLC$253M1
4VANGUARD CAPITAL MANAGEMENT LLC$192M1
5FIRST TRUST ADVISORS LP$117M1
6Legal & General Group Plc$115M1
7Redpoint Management, LLC$112M1
8Caprock Group, LLC$99.7M1
9MILLENNIUM MANAGEMENT LLC$95.4M1
10Point72 Asset Management, L.P.$80.4M1
11VOYA INVESTMENT MANAGEMENT LLC$77.3M1
12STATE STREET CORP$76.7M1
13Anchorage Capital Group, L.L.C.$63.6M1
14DIMENSIONAL FUND ADVISORS LP$59.1M1
15Swedbank AB$53.9M1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$48.9M1
17SYLEBRA CAPITAL LLC$47.9M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$42.5M1
19MORGAN STANLEY$42.2M1
20MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$40.7M1
21BALYASNY ASSET MANAGEMENT L.P.$32.5M1
22BANK OF AMERICA CORP /DE/$32.5M1
23Champlain Investment Partners, LLC$31.4M1
24Stephens Investment Management Group LLC$30.8M1
25UBS Group AG$30.5M1
26Freestone Grove Partners LP$29.0M1
27CITADEL ADVISORS LLC$28.2M1
28IEQ CAPITAL, LLC$27.3M1
29VANGUARD FIDUCIARY TRUST CO$26.9M1
30JACOBS LEVY EQUITY MANAGEMENT, INC$26.9M1
31Clearbridge Investments, LLC$26.7M1
32BAMCO INC /NY/$24.6M1
33ARMISTICE CAPITAL, LLC$24.4M1
34SUSQUEHANNA INTERNATIONAL GROUP, LLP$23.4M1
35Topline Capital Management, LLC$22.9M1
36NORTHERN TRUST CORP$22.4M1
37Alta Park Capital, LP$21.3M1
38WELLINGTON MANAGEMENT GROUP LLP$20.4M1
39CYPRESS POINT INVESTMENT MANAGEMENT LP$17.4M1
40Assenagon Asset Management S.A.$16.7M1
41Generali Powszechne Towarzystwo Emerytalne$13.7M1
42Vontobel Holding Ltd.$12.1M1
43BANK OF NOVA SCOTIA$11.2M1
44EDMOND DE ROTHSCHILD HOLDING S.A.$10.7M1
45D. E. Shaw & Co., Inc.$10.4M1
46Nuveen, LLC$10.3M1
47RAYMOND JAMES FINANCIAL INC$9.5M1
48PEAK6 LLC$8.4M1
49Swiss National Bank$8.1M1
50Vident Advisory, LLC$7.9M1
51Amundi$7.7M1
52Man Group plc$7.6M1
53DEUTSCHE BANK AG\$7.4M1
54Mariner, LLC$7.0M1
55Walleye Trading LLC$6.3M1
56Edgestream Partners, L.P.$6.3M1
57Verition Fund Management LLC$6.2M1
58Invesco Ltd.$5.8M1
59CWM, LLC$5.8M1
60Meritas Wealth Management, LLC$5.7M1
61Cerity Partners LLC$5.5M1
62CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$5.5M1
63Gotham Asset Management, LLC$5.3M1
64GROUP ONE TRADING LLC$5.1M1
65NewEdge Wealth, LLC$5.0M1
66SEI INVESTMENTS CO$5.0M1
67LPL Financial LLC$4.7M1
68STATE OF WISCONSIN INVESTMENT BOARD$4.6M1
69IQ EQ FUND MANAGEMENT (IRELAND) Ltd$4.6M1
70STIFEL FINANCIAL CORP$4.0M1
71Quantinno Capital Management LP$4.0M1
72Beacon Pointe Advisors, LLC$3.8M1
73Asset Management One Co., Ltd.$3.7M1
74VANGUARD ASSET MANAGEMENT, Ltd$3.6M1
75HSBC HOLDINGS PLC$3.4M1
76CITIGROUP INC$3.4M1
77MERCER GLOBAL ADVISORS INC /ADV$3.1M1
78STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$3.1M1
79WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.0M1
80Tidal Investments LLC$2.9M1
81OPPENHEIMER & CO INC$2.9M1
82CANADA PENSION PLAN INVESTMENT BOARD$2.8M1
83Lane Generational LLC$2.7M1
84Creative Planning$2.7M1
85AXQ CAPITAL, LP$2.7M1
86Private Advisor Group, LLC$2.7M1
87IMC-Chicago, LLC$2.6M1
88WORLDQUANT MILLENNIUM ADVISORS LLC$2.5M1
89Optimus Prime Fund Management Co., Ltd.$2.4M1
90ExodusPoint Capital Management, LP$2.4M1
91Wilmington Savings Fund Society, FSB$2.4M1
92Zurcher Kantonalbank (Zurich Cantonalbank)$2.4M1
93NorthRock Partners, LLC$2.3M1
94Havemeyer Place LP$2.2M1
95KETTLE HILL CAPITAL MANAGEMENT, LLC$2.2M1
96State of New Jersey Common Pension Fund D$2.1M1
97EVOKE WEALTH, LLC$2.0M1
98Janus Henderson Group Ltd.$2.0M1
99Magnetar Financial LLC$1.9M1
100Vanguard Global Advisers, LLC$1.8M1
101FMR LLC$1.8M1
102MEITAV INVESTMENT HOUSE LTD$1.7M1
103NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.6M1
104Universal- Beteiligungs- und Servicegesellschaft mbH$1.6M1
105XTX Topco Ltd$1.6M1
106Focus Partners Wealth$1.5M1
107Banque Cantonale Vaudoise$1.5M1
108Jain Global LLC$1.4M1
109Malaga Cove Capital, LLC$1.4M1
110ALLIANCEBERNSTEIN L.P.$1.3M1
111Leonteq Securities AG$1.2M1
112NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.2M1
113Odyssean, LLC$1.2M1
114one8zero8, LLC$1.2M1
115MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.2M1
116CREDIT AGRICOLE S A$1.2M1
117Arizona State Retirement System$1.1M1
118MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.1M1
119Vanguard Investments Australia, Ltd.$1.0M1
120COLDSTREAM CAPITAL MANAGEMENT INC$1.0M1
121MOODY NATIONAL BANK TRUST DIVISION$1.0M1
122COMMONWEALTH EQUITY SERVICES, LLC$947K1
123Diversified Trust Co$938K1
124Chicago Capital, LLC$911K1
125KLP KAPITALFORVALTNING AS$898K1
126Merit Financial Group, LLC$884K1
127Focus Partners Advisor Solutions, LLC$876K1
128CenterBook Partners LP$860K1
129Walleye Capital LLC$839K1
130OSAIC HOLDINGS, INC.$838K1
131Engineers Gate Manager LP$803K1
132WELLS FARGO & COMPANY/MN$765K1
133NLB Skladi, upravljanje premozenja, d.o.o.$754K1
134Galilei Investment Office LLP$741K1
135Mirae Asset Global Investments Co., Ltd.$734K1
136GC Wealth Management RIA, LLC$728K1
137Prospera Financial Services Inc$727K1
138TRUIST FINANCIAL CORP$717K1
139ACT CAPITAL MANAGEMENT, LLC$699K1
140Chicago Partners Investment Group LLC$692K1
141Waverly Advisors, LLC$656K1
142Summit Trail Advisors, LLC$642K1
143Pictet Asset Management Holding SA$636K1
144Bull Harbor Capital LLC$634K1
145Pallas Capital Advisors LLC$625K1
146Aquatic Capital Management LLC$616K1
147Quotient Wealth Partners, LLC$602K1
148ARDSLEY ADVISORY PARTNERS LP$592K1
149Utah Retirement Systems$591K1
150Diametric Capital, LP$589K1
151Green Alpha Advisors, LLC$586K1
152Arkfeld Wealth Strategies, L.L.C.$582K1
153XPONANCE LLC$581K1
154Sivia Capital Partners, LLC$572K1
155Jefferies Financial Group Inc.$562K1
156Ahara Advisors LLC$544K1
157Vanguard Personalized Indexing Management, LLC$531K1
158Marex Group Ltd$526K1
159Rockefeller Capital Management L.P.$519K1
160Sphera Management Technology Funds Ltd$515K1
161INTERCAPITAL, LLC$515K1
162MML INVESTORS SERVICES, LLC$511K1
163PIER 88 INVESTMENT PARTNERS LLC$501K1
164Fieldview Capital Management, LLC$487K1
165Harbour Capital Advisors, LLC$486K1
166OFI INVEST ASSET MANAGEMENT$486K1
167OXFORD ASSET MANAGEMENT LLP$477K1
168WEALTH EFFECTS LLC$477K1
169Brevan Howard Capital Management LP$472K1
170Altshuler Shaham Ltd$464K1
171OCCUDO QUANTITATIVE STRATEGIES LP$463K1
172Cetera Investment Advisers$461K1
173LAZARD ASSET MANAGEMENT LLC$442K1
174HighTower Advisors, LLC$415K1
175Squarepoint Ops LLC$411K1
176Pathstone Holdings, LLC$408K1
177GUGGENHEIM CAPITAL LLC$402K1
178Y.D. More Investments Ltd$399K1
179Cresset Asset Management, LLC$380K1
180SEB Asset Management AB$364K1
181PRELUDE CAPITAL MANAGEMENT, LLC$349K1
182Krilogy Financial LLC$342K1
183HB Wealth Management, LLC$335K1
184Allworth Financial LP$331K1
185EVOLVE PRIVATE WEALTH, LLC$326K1
186NorthCrest Asset Manangement, LLC$326K1
187BAILARD, INC.$325K1
188Mitsubishi UFJ Asset Management Co., Ltd.$318K1
189Avory & Company, LLC$315K1
190Eaton Financial Holdings Company, LLC$306K1
191Ensign Peak Advisors, Inc$305K1
192VARCOV Co.$303K1
193Curi Capital, LLC$301K1
194Sequoia Financial Advisors, LLC$297K1
195ROYAL BANK OF CANADA$284K1
196Empowered Funds, LLC$283K1
197180 WEALTH ADVISORS, LLC$283K1
198M&T BANK CORP$282K1
199Frec Markets, Inc.$277K1
200Almanack Investment Partners, LLC.$275K1
201BEACON INVESTMENT ADVISORS LLC$275K1
202MIRABELLA FINANCIAL SERVICES LLP$271K1
203Lido Advisors, LLC$269K1
204Interchange Capital Partners, LLC$264K1
205NATIXIS$264K1
206Advisors Asset Management, Inc.$262K1
207Probity Advisors, Inc.$258K1
208Straight Path Wealth Management$258K1
209Sunstone Asset Management, L.P.$258K1
210VestGen Advisors, LLC$257K1
211EARNED WEALTH ADVISORS, LLC$253K1
212FLYNN ZITO CAPITAL MANAGEMENT, LLC$249K1
213Swiss Life Asset Management Ltd$237K1
214WADDELL & ASSOCIATES, LLC$235K1
215DnB Asset Management AS$233K1
216Larson Financial Group LLC$233K1
217MAI Capital Management$230K1
218US BANCORP \DE\$226K1
219PFG Investments, LLC$223K1
220JACKSON THORNTON WEALTH MANAGEMENT, LLC$222K1
221NewEdge Advisors, LLC$218K1
222Baker Avenue Asset Management, LP$215K1
223JANE STREET GROUP, LLC$213K1
224KESTRA PRIVATE WEALTH SERVICES, LLC$211K1
225Laird Norton Wetherby Trust Company, LLC$210K1
226INCEPTIONR LLC$208K1
227State of Wyoming$206K1
228Caerus Investment Advisors, LLC$198K1
229Impact Partnership Wealth, LLC$197K1
230Corient Private Wealth LLC$191K1
231Perennial Investment Advisors, LLC$191K1
232SYM FINANCIAL Corp$188K1
233Teamwork Financial Advisors, LLC$187K1
234LIBERTY WEALTH MANAGEMENT LLC$186K1
235FIFTH THIRD BANCORP$185K1
236Kera Capital Partners, Inc.$181K1
237CITIZENS FINANCIAL GROUP INC/RI$175K1
238Modera Wealth Management, LLC$175K1
239Rothschild Wealth LLC$174K1
240Compound Planning, Inc.$172K1
241BROWN ADVISORY INC$170K1
242Triumph Capital Management$169K1
243Concurrent Investment Advisors, LLC$169K1
244Maryland State Retirement & Pension System$168K1
245EVERGREEN CAPITAL MANAGEMENT LLC$168K1
246Parcion Private Wealth LLC$167K1
247Tempus Wealth Planning, LLC$167K1
248PRINCIPAL FINANCIAL GROUP INC$166K1
249waypoint wealth counsel$165K1
250PINNACLE ASSOCIATES LTD$162K1
251Connor, Clark & Lunn Investment Management Ltd.$161K1
252ArchPoint Investors$159K1
253Jasper Ridge Partners, L.P.$153K1
254Colter Lewis Investment Partners LLC$151K1
255FOX RUN MANAGEMENT, L.L.C.$150K1
256CIBC Asset Management Inc$150K1
257Centiva Capital, LP$149K1
258Machina Capital S.A.S.$149K1
259UNITED CAPITAL FINANCIAL ADVISORS, LLC$149K1
260Kestra Advisory Services, LLC$148K1
261BANK OF MONTREAL /CAN/$142K1
262DAYMARK WEALTH PARTNERS, LLC$142K1
263DSM CAPITAL PARTNERS LLC$139K1
264MSA Advisors, LLC$138K1
265O'SHAUGHNESSY ASSET MANAGEMENT, LLC$136K1
266CIBC Bancorp USA Inc.$133K1
267World Investment Advisors$130K1
268TOCQUEVILLE ASSET MANAGEMENT L.P.$129K1
269Migdal Insurance & Financial Holdings Ltd.$129K1
270Steward Partners Investment Advisory, LLC$115K1
271Strategic Family Wealth Counselors, L.L.C.$100K1
272Federation des caisses Desjardins du Quebec$91.7K1
273Spire Wealth Management$90.4K1
274TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$82.4K1
275Arax Advisory Partners$76.3K1
276True Wealth Design, LLC$69.4K1
277Penserra Capital Management LLC$69.4K1
278Eurizon Capital SGR S.p.A.$66.1K1
279BNP Paribas Asset Management Holding S.A.$64.4K1
280Tower Research Capital LLC (TRC)$62.7K1
281Smallwood Wealth Investment Management, LLC$51.5K1
282Orion Capital Management LLC$45.1K1
283Aster Capital Management (DIFC) Ltd$41.9K1
284DELTA ASSET MANAGEMENT LLC/TN$39.6K1
285FOSTER DYKEMA CABOT & PARTNERS, LLC$38.7K1
286CREDIT INDUSTRIEL ET COMMERCIAL$38.6K1
287SIGNATUREFD, LLC$36.8K1
288Bank Julius Baer & Co. Ltd, Zurich$30.9K1
289Truvestments Capital LLC$29.3K1
290VEGA INVESTMENT SOLUTIONS$23.5K1
291SJS Investment Consulting Inc.$21.4K1
292EFG International AG$19.3K1
293Activest Wealth Management$18.3K1
294N.E.W. Advisory Services LLC$17.5K1
295Geneos Wealth Management Inc.$9.3K1
296QUADRANT CAPITAL GROUP LLC$8.7K1
297Rakuten Securities, Inc.$6.6K1
298DANSKE BANK A/S$6.4K1
299NFSG Corp$6.4K1
300Clearstead Trust, LLC$6.4K1
301Bell Investment Advisors, Inc$6.2K1
302Marquette Asset Management, LLC$6.0K1
303ALGERT GLOBAL LLC$5.9K1
304Sachetta, LLC$5.0K1
3051 NORTH WEALTH SERVICES LLC$4.8K1
306ASSETMARK, INC$4.1K1
307MARK SHEPTOFF FINANCIAL PLANNING, LLC$4.0K1
308Parkside Financial Bank & Trust$2.7K1
309INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2.7K1
310Smartleaf Asset Management LLC$2.6K1
311SALEM INVESTMENT COUNSELORS INC$2.6K1
312TFC Financial Management, Inc.$2.6K1
313Ankerstar Wealth, LLC$2.6K1
314CVA Family Office, LLC$2.0K1
315JPL Wealth Management, LLC$1.7K1
316Treasurer of the State of North Carolina$1.7K1
317Elequin Capital, LP$1.6K1
318VAN ECK ASSOCIATES CORP$1.6K1
319SHP Wealth Management$1.4K1
320MARSHALL INVESTMENT MANAGEMENT, LLC$1.3K1
321Kilter Group LLC$1.3K1
322Transamerica Financial Advisors, LLC$9781
323UMB Bank, n.a.$9271
324KBC Group NV$9071
325MV CAPITAL MANAGEMENT, INC.$8631
326Tradewinds Capital Management, LLC$8381
327Investors Portfolio Services LLC$7401
328Virtu Financial LLC$6731
329Cromwell Holdings LLC$6311
330Physician Wealth Advisors, Inc.$4641
331American Capital Advisory, LLC$4641
332Caitong International Asset Management Co., Ltd$4381
333Blue Trust, Inc.$4121
334FEDERATED HERMES, INC.$3221
335Owl Creek Wealth Partners LLC$3221
336EVOLUTION WEALTH MANAGEMENT INC.$2581
337TopTier Wealth Management, LLC$2061
338JFS WEALTH ADVISORS, LLC$1941
339MONTAG A & ASSOCIATES INC$1811
340Pinnacle Wealth Planning Services, Inc.$1671
341Legacy Wealth Managment, LLC/ID$781
342Bernard Wealth Management Corp.$521
343West Financial Advisors, LLC$391
344Portus Wealth Advisors, LLC$261
345Avion Wealth$131
346HFM Investment Advisors, LLC$131
347FRANKLIN RESOURCES INC— value not disclosed1
348VANGUARD GROUP INC— value not disclosed1
349MEEDER ASSET MANAGEMENT INC— value not disclosed1
350HARBOUR INVESTMENTS, INC.— value not disclosed1
351Clearstead Advisors, LLC— value not disclosed1
352Atlantic Union Bankshares Corp— value not disclosed1
353BARRETT & COMPANY, INC.— value not disclosed1
354COMERICA BANK— value not disclosed1
355ING GROEP NV— value not disclosed1
356WEXFORD CAPITAL LP— value not disclosed1
357PRUDENTIAL FINANCIAL INC— value not disclosed1
358TWO SIGMA INVESTMENTS, LP— value not disclosed1
359Yorktown Management & Research Co Inc— value not disclosed1
360Bridgewater Associates, LP— value not disclosed1
361GSA CAPITAL PARTNERS LLP— value not disclosed1
362NORGES BANK— value not disclosed1
363WBI INVESTMENTS, LLC— value not disclosed1
364J.W. COLE ADVISORS, INC.— value not disclosed1
365J. Goldman & Co LP— value not disclosed1
366Daiwa Securities Group Inc.— value not disclosed1
367SUMMIT SECURITIES GROUP LLC— value not disclosed1
368Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
369Twin Tree Management, LP— value not disclosed1
370Litman Gregory Wealth Management LLC— value not disclosed1
371PDT Partners, LLC— value not disclosed1
372Alpine Global Management, LLC— value not disclosed1
373IPG Investment Advisors LLC— value not disclosed1
374Moors & Cabot, Inc.— value not disclosed1
375WINTON GROUP Ltd— value not disclosed1
376McIlrath & Eck, LLC— value not disclosed1
377Maytus Capital Management, LLC— value not disclosed1
378DV Trading LLC— value not disclosed1
379Shay Capital LLC— value not disclosed1
380Bridgefront Capital, LLC— value not disclosed1
381Quaker Wealth Management, LLC— value not disclosed1
382Global Retirement Partners, LLC— value not disclosed1
383One68 Global Capital, LLC— value not disclosed1
384WOLFF WIESE MAGANA LLC— value not disclosed1
385Maxi Investments CY Ltd— value not disclosed1
386CEERA INVESTMENTS, LLC— value not disclosed1
387AlphaQuest LLC— value not disclosed1
388SHELTON WEALTH MANAGEMENT, LLC— value not disclosed1
389SageView Advisory Group, LLC— value not disclosed1
390Balboa Wealth Partners— value not disclosed1
391Dunhill Financial, LLC— value not disclosed1
392Polymer Capital Management (US) LLC— value not disclosed1
393TrueMark Investments, LLC— value not disclosed1
394Frank, Rimerman Advisors LLC— value not disclosed1
395EntryPoint Capital, LLC— value not disclosed1
396Winthrop Capital Management, LLC— value not disclosed1
397Atlantic Edge Private Wealth Management, LLC— value not disclosed1
398Private Wealth Management Group, LLC— value not disclosed1
399Diversify Advisory Services, LLC— value not disclosed1
400North Dakota State Investment Board— value not disclosed1
401OPTIMA CAPITAL LLC— value not disclosed1
402Lotus Technology Management, LP— value not disclosed1
Truncated by Public Filings. Every one of the 346 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 S

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for S · financials and macro

Financials — as filed PLANNED

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