Public record / Tickers / UFPI

UFPI — UFP INDUSTRIES INC†

Both disclosure regimes on one name: who in Congress filed about UFPI, 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
8
all PTR rows naming UFPI
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
04-07
filed 2026-04-07
13F holders
367
top-367 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

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

BUY · traded 2026-03-03 → filed 2026-04-07. Ranked over every UFPI 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.

Every row filed inside 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 UFPI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning UFPI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 03-03 +35d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31SELL partial (partial sale)Traded 11-06 +39d$1K–$15K
2025-11-18Gilbert Ray Cisneros, Jr. D–CA-31SELL partial (partial sale)Traded 10-30 +19d$1K–$15K
2025-05-14Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 04-09 +35d$1K–$15K
2024-07-09Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 06-21 +18d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in UFPI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing UFPI 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.
Gilbert Ray Cisneros, Jr. D–CA-313−$29.0K to $13.0K2

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

Congress ↔ notable managers · UFPI

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 $2.0M held

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

Merged timeline of congressional filings and notable-manager moves on UFPI
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FNEW+46,984 sh
2026-05-15Gotham Asset Management 13FTRIM−3,187 sh
2026-05-14Caxton Associates 13FNEW+2,243 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 UFPI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$709M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$304M1
3VANGUARD CAPITAL MANAGEMENT LLC$234M1
4STATE STREET CORP$198M1
5WASATCH ADVISORS LP$188M1
6DIMENSIONAL FUND ADVISORS LP$176M1
7Boston Partners$166M1
8GEODE CAPITAL MANAGEMENT, LLC$142M1
9FMR LLC$123M1
10FRANKLIN RESOURCES INC$105M1
11NORTHERN TRUST CORP$99.3M1
12Allspring Global Investments Holdings, LLC$96.6M1
13River Road Asset Management, LLC$82.0M1
14ROYCE & ASSOCIATES LP$75.9M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$74.7M1
16DEPRINCE RACE & ZOLLO INC$53.4M1
17AMERIPRISE FINANCIAL INC$46.7M1
18AQR CAPITAL MANAGEMENT LLC$43.9M1
19Copeland Capital Management, LLC$39.6M1
20Bank of New York Mellon Corp$37.1M1
21RAYMOND JAMES FINANCIAL INC$35.4M1
22VANGUARD FIDUCIARY TRUST CO$34.7M1
23GENDELL JEFFREY L$34.6M1
24WELLS FARGO & COMPANY/MN$34.1M1
25MORGAN STANLEY$33.3M1
26D. E. Shaw & Co., Inc.$30.9M1
27Pictet Asset Management Holding SA$28.4M1
28SEI INVESTMENTS CO$24.2M1
29BANK OF AMERICA CORP /DE/$23.6M1
30VICTORY CAPITAL MANAGEMENT INC$23.5M1
31BARCLAYS PLC$21.6M1
32UBS Group AG$20.7M1
33KENNEDY CAPITAL MANAGEMENT LLC$18.8M1
34RHUMBLINE ADVISERS$18.0M1
35Invesco Ltd.$14.1M1
36PRINCIPAL FINANCIAL GROUP INC$12.1M1
37HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$11.6M1
38Nuveen, LLC$11.5M1
39ALLIANCEBERNSTEIN L.P.$10.8M1
40Swiss National Bank$10.6M1
41Allianz Asset Management GmbH$10.4M1
42BALYASNY ASSET MANAGEMENT L.P.$10.2M1
43CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$10.1M1
44UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$9.8M1
45ENVESTNET ASSET MANAGEMENT INC$9.8M1
46Aptus Capital Advisors, LLC$9.6M1
47MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$9.5M1
48NEW YORK STATE COMMON RETIREMENT FUND$9.4M1
49NORDEA INVESTMENT MANAGEMENT AB$8.6M1
50FIRST TRUST ADVISORS LP$8.1M1
51JANE STREET GROUP, LLC$8.0M1
52Legal & General Group Plc$7.7M1
53TEACHER RETIREMENT SYSTEM OF TEXAS$7.6M1
54WEDGE CAPITAL MANAGEMENT L L P/NC$7.1M1
55ALPS ADVISORS INC$6.9M1
56Retirement Systems of Alabama$6.6M1
57DEUTSCHE BANK AG\$6.6M1
58RENAISSANCE TECHNOLOGIES LLC$5.8M1
59Creative Planning$5.6M1
60FIFTH THIRD BANCORP$5.5M1
61MetLife Investment Management, LLC$5.5M1
62Man Group plc$5.2M1
63VANGUARD ASSET MANAGEMENT, Ltd$5.1M1
64CITADEL ADVISORS LLC$5.0M1
65MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.0M1
66TWO SIGMA INVESTMENTS, LP$5.0M1
67ROYAL BANK OF CANADA$4.8M1
68SEIZERT CAPITAL PARTNERS, LLC$4.8M1
69Focus Partners Wealth$4.7M1
70Narwhal Capital Management$4.6M1
71CITIGROUP INC$4.5M1
72REGIONS FINANCIAL CORP$4.4M1
73Bridgewater Associates, LP$4.3M1
74PRUDENTIAL FINANCIAL INC$4.3M1
75Rafferty Asset Management, LLC$4.3M1
76STIFEL FINANCIAL CORP$4.2M1
77AMERICAN CENTURY COMPANIES INC$4.0M1
78Holocene Advisors, LP$3.8M1
79Wilmington Savings Fund Society, FSB$3.8M1
80NISA INVESTMENT ADVISORS, LLC$3.7M1
81SEGALL BRYANT & HAMILL, LLC$3.7M1
82Callan Family Office, LLC$3.7M1
83MERCER GLOBAL ADVISORS INC /ADV$3.7M1
84Y-Intercept (Hong Kong) Ltd$3.5M1
85Watchman Group, Inc.$3.5M1
86Lighthouse Investment Partners, LLC$3.3M1
87Vanguard Global Advisers, LLC$3.3M1
88Qube Research & Technologies Ltd$3.3M1
89Bridge City Capital, LLC$3.2M1
90Quantinno Capital Management LP$3.2M1
91JOHNSON INVESTMENT COUNSEL INC$3.1M1
92AGF MANAGEMENT LTD$3.0M1
93SG Capital Management LLC$2.7M1
94Squarepoint Ops LLC$2.7M1
95MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.5M1
96SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.5M1
97Janus Henderson Group Ltd.$2.4M1
98Moran Wealth Management, LLC$2.4M1
99OPPENHEIMER ASSET MANAGEMENT INC.$2.3M1
100Palisades Investment Partners, LLC$2.3M1
101Henrickson Nauta Wealth Advisors, Inc.$2.2M1
102Gotham Asset Management, LLC$2.0M1
103State of New Jersey Common Pension Fund D$2.0M1
104NewEdge Wealth, LLC$1.9M1
105Vestmark Advisory Solutions, Inc.$1.9M1
106&PARTNERS$1.9M1
107Zurcher Kantonalbank (Zurich Cantonalbank)$1.9M1
108HUNTINGTON NATIONAL BANK$1.8M1
109GREAT LAKES ADVISORS, LLC$1.7M1
110ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.6M1
111NorthCrest Asset Manangement, LLC$1.6M1
112Flagship Capital Management Inc.$1.5M1
113LPL Financial LLC$1.5M1
114KLP KAPITALFORVALTNING AS$1.5M1
115Arizona State Retirement System$1.5M1
116PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.5M1
117XTX Topco Ltd$1.4M1
118Ameritas Investment Partners, Inc.$1.4M1
119CHICAGO TRUST Co NA$1.4M1
120MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.4M1
121STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.4M1
122Quadrature Capital Ltd$1.4M1
123IRONWOOD INVESTMENT MANAGEMENT LLC$1.4M1
124COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.3M1
125Vanguard Investments Australia, Ltd.$1.3M1
126Atria Investments, Inc$1.3M1
127STATE OF MICHIGAN RETIREMENT SYSTEM$1.3M1
128CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.3M1
129INTECH INVESTMENT MANAGEMENT LLC$1.2M1
130NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.2M1
131CONFLUENCE INVESTMENT MANAGEMENT LLC$1.2M1
132WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.2M1
133Illinois Municipal Retirement Fund$1.2M1
134Covalent Partners LLC$1.1M1
135OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
136Cascade Investment Advisors, Inc.$1.1M1
137Freestone Grove Partners LP$1.1M1
138Assenagon Asset Management S.A.$1.1M1
139MILLENNIUM MANAGEMENT LLC$1.0M1
140QRG CAPITAL MANAGEMENT, INC.$1.0M1
141BLAIR WILLIAM & CO/IL$1.0M1
142Ensign Peak Advisors, Inc$995K1
143ProShare Advisors LLC$992K1
144CWM, LLC$971K1
145O'SHAUGHNESSY ASSET MANAGEMENT, LLC$917K1
146Cerity Partners LLC$898K1
147VOYA INVESTMENT MANAGEMENT LLC$897K1
148Universal- Beteiligungs- und Servicegesellschaft mbH$895K1
149Ausbil Investment Management Ltd$877K1
150CAMBIENT FAMILY OFFICE, LLC$854K1
151Tower Research Capital LLC (TRC)$836K1
152XPONANCE LLC$762K1
153Unison Advisors LLC$742K1
154Pathstone Holdings, LLC$739K1
155Edgestream Partners, L.P.$713K1
156MQS Management LLC$688K1
157M&T BANK CORP$662K1
158K.J. Harrison & Partners Inc$645K1
159Modera Wealth Management, LLC$644K1
160Curated Wealth Partners LLC$632K1
161Pinnacle Financial Partners, Inc.$630K1
162Vanguard Personalized Indexing Management, LLC$618K1
163HighTower Advisors, LLC$604K1
164Cresset Asset Management, LLC$604K1
165OneDigital Investment Advisors LLC$595K1
166Hardy Reed LLC$571K1
167Empowered Funds, LLC$568K1
168D.A. DAVIDSON & CO.$560K1
169Inspire Advisors, LLC$544K1
170Corient Private Wealth LLC$538K1
171US BANCORP \DE\$524K1
172STATE OF WISCONSIN INVESTMENT BOARD$522K1
173Legato Capital Management LLC$516K1
174Cetera Investment Advisers$515K1
175Impact Capital Partners LLC$487K1
176Claro Advisors Inc.$469K1
177Engineers Gate Manager LP$466K1
178Marks Group Wealth Management, Inc$461K1
179NewEdge Advisors, LLC$459K1
180BANK OF MONTREAL /CAN/$451K1
181DELTA ASSET MANAGEMENT LLC/TN$438K1
182AXQ CAPITAL, LP$433K1
183FEDERATED HERMES, INC.$427K1
184MACKENZIE FINANCIAL CORP$422K1
185Dynamic Technology Lab Private Ltd$416K1
186SECURIAN ASSET MANAGEMENT, INC$396K1
187Apollon Wealth Management, LLC$387K1
188GUGGENHEIM CAPITAL LLC$377K1
189MAI Capital Management$375K1
190Net Worth Advisory Group$375K1
191BANK OF NOVA SCOTIA$367K1
192HIGHLAND CAPITAL MANAGEMENT, LLC$355K1
193DnB Asset Management AS$354K1
194Brooklyn Investment Group$348K1
195Swiss Life Asset Management Ltd$342K1
196Amundi$338K1
197JOURNEY STRATEGIC WEALTH LLC$334K1
198MIRABELLA FINANCIAL SERVICES LLP$319K1
199Centiva Capital, LP$312K1
200Westover Capital Advisors, LLC$311K1
201Rockefeller Capital Management L.P.$305K1
202HANCOCK WHITNEY CORP$299K1
203COMMONWEALTH EQUITY SERVICES, LLC$299K1
204World Investment Advisors$292K1
205COMMERCE BANK$291K1
206CIBC Bancorp USA Inc.$289K1
207MML INVESTORS SERVICES, LLC$287K1
208OSAIC HOLDINGS, INC.$282K1
209Mariner, LLC$282K1
210TRUIST FINANCIAL CORP$281K1
211Sanctuary Advisors, LLC$280K1
212EVERGREEN CAPITAL MANAGEMENT LLC$279K1
213IQ EQ FUND MANAGEMENT (IRELAND) Ltd$278K1
214Crossmark Global Holdings, Inc.$268K1
215Bryn Mawr Trust Advisors, LLC$258K1
216iSAM Funds (UK) Ltd$248K1
217Vise Technologies, Inc.$243K1
218Sequoia Financial Advisors, LLC$232K1
219Corient IA LLC$223K1
220Snowden Capital Advisors LLC$222K1
221SCS Capital Management LLC$217K1
222State of Wyoming$210K1
223CAXTON ASSOCIATES LLP$207K1
224Well Done, LLC$206K1
225Parkside Financial Bank & Trust$193K1
226Mitsubishi UFJ Trust & Banking Corp$192K1
227QUADRANT CAPITAL GROUP LLC$192K1
228Sterling Capital Management LLC$170K1
229MEEDER ASSET MANAGEMENT INC$159K1
230PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$130K1
231DUNCKER STREETT & CO INC$130K1
232EXCHANGE TRADED CONCEPTS, LLC$113K1
233Eurizon Capital SGR S.p.A.$95.7K1
234Steward Partners Investment Advisory, LLC$93.8K1
235PICTON MAHONEY ASSET MANAGEMENT$93.7K1
236UMB Bank, n.a.$92.5K1
237NOMURA ASSET MANAGEMENT CO LTD$84.8K1
238Arax Advisory Partners$75.8K1
239BNP Paribas Asset Management Holding S.A.$66.5K1
240Bayforest Capital Ltd$65.6K1
241Blue Trust, Inc.$54.0K1
242Smartleaf Asset Management LLC$46.1K1
243NATIXIS$41.4K1
244Cassaday & Co Wealth Management LLC$39.5K1
245ASSETMARK, INC$38.6K1
246Arlington Trust Co LLC$33.4K1
247SIGNATUREFD, LLC$33.0K1
248Kemnay Advisory Services Inc.$30.5K1
249Allworth Financial LP$24.2K1
250Optiver Holding B.V.$23.1K1
251Mitsubishi UFJ Asset Management Co., Ltd.$20.5K1
252Pinnacle Wealth Planning Services, Inc.$20.1K1
253BARROW HANLEY MEWHINNEY & STRAUSS LLC$17.0K1
254Key FInancial Inc$13.9K1
255Founders Capital Management$13.8K1
256USA FINANCIAL FORMULAS$11.6K1
257Clearstead Trust, LLC$10.8K1
258Annis Gardner Whiting Capital Advisors, LLC$10.3K1
259Kilter Group LLC$9.6K1
260Atlantic Union Bankshares Corp$9.2K1
261CVA Family Office, LLC$8.8K1
262NEW YORK STATE TEACHERS RETIREMENT SYSTEM$6.4K1
263LORD, ABBETT & CO. LLC$6.3K1
264Transamerica Financial Advisors, LLC$6.1K1
265Retirement Wealth Solutions LLC$5.9K1
266HRT FINANCIAL LP$5.4K1
267MATHER GROUP, LLC.$5.3K1
268FARMERS & MERCHANTS INVESTMENTS INC$4.6K1
269Frazier Financial Advisors, LLC$4.4K1
270Larson Financial Group LLC$4.4K1
271ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$4.2K1
272JNBA Financial Advisors$3.9K1
273CBIZ Investment Advisory Services, LLC$3.8K1
274CANADA LIFE ASSURANCE Co$3.2K1
275JFS WEALTH ADVISORS, LLC$3.1K1
276Physician Wealth Advisors, Inc.$2.9K1
277KBC Group NV$2.7K1
278AMALGAMATED BANK$2.3K1
279Rialto Wealth Management, LLC$1.9K1
280Clearstead Advisors, LLC$1.8K1
281Grove Bank & Trust$1.8K1
282WPG Advisers, LLC$1.8K1
283Sachetta, LLC$1.8K1
284TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.7K1
285THRIVENT FINANCIAL FOR LUTHERANS$1.2K1
286DiNuzzo Private Wealth, Inc.$1.2K1
287South Dakota Investment Council$1.2K1
288Manchester Capital Management LLC$1.0K1
289NATIXIS ADVISORS, LLC$9411
290SJS Investment Consulting Inc.$9221
291Private Wealth Management Group, LLC$9221
292Signature Equity Partners, LLC$9211
293Quaker Wealth Management, LLC$8301
294Vestcor Inc$7871
295MidFirst Bank$7371
296Investors Portfolio Services LLC$6501
297Bell Investment Advisors, Inc$6451
298VAN ECK ASSOCIATES CORP$6331
299PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$5751
300Godfrey Financial Associates, Inc.$5531
301HARBOR CAPITAL ADVISORS, INC.$5501
302State of Alaska, Department of Revenue$5401
303HFM Investment Advisors, LLC$4611
304American Capital Advisory, LLC$2771
305NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2761
306Vermillion Wealth Management, Inc.$2761
307Valued Wealth Advisors LLC$1881
308GHP Investment Advisors, Inc.$931
309Centerpoint Advisors, LLC$131
310Raleigh Capital Management Inc.$91
311Avion Wealth$01
312VANGUARD GROUP INC— value not disclosed1
313SouthState Bank Corp— value not disclosed1
314DANSKE BANK A/S— value not disclosed1
315ROYAL LONDON ASSET MANAGEMENT LTD— value not disclosed1
316HSBC HOLDINGS PLC— value not disclosed1
317COMERICA BANK— value not disclosed1
318ADVISORY RESEARCH INC— value not disclosed1
319HM PAYSON & CO— value not disclosed1
320VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
321CIBC WORLD MARKETS CORP— value not disclosed1
322PROFUND ADVISORS LLC— value not disclosed1
323CIBC Private Wealth Group LLC— value not disclosed1
324Cadence Bank— value not disclosed1
325GSA CAPITAL PARTNERS LLP— value not disclosed1
326CIM, LLC— value not disclosed1
327NORGES BANK— value not disclosed1
328CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
329GTS SECURITIES LLC— value not disclosed1
330Verition Fund Management LLC— value not disclosed1
331DekaBank Deutsche Girozentrale— value not disclosed1
332TWO SIGMA ADVISERS, LP— value not disclosed1
333Brevan Howard Capital Management LP— value not disclosed1
334Quantbot Technologies LP— value not disclosed1
335VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
336Headlands Technologies LLC— value not disclosed1
337Tidal Investments LLC— value not disclosed1
338Trexquant Investment LP— value not disclosed1
339Schonfeld Strategic Advisors LLC— value not disclosed1
340Numerai GP LLC— value not disclosed1
341Counterpoint Mutual Funds LLC— value not disclosed1
342McIlrath & Eck, LLC— value not disclosed1
343IFG Advisory, LLC— value not disclosed1
344ExodusPoint Capital Management, LP— value not disclosed1
345AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
346Vident Advisory, LLC— value not disclosed1
347Global Retirement Partners, LLC— value not disclosed1
348Laurel Wealth Advisors LLC— value not disclosed1
349TWINBEECH CAPITAL LP— value not disclosed1
350Legacy Trust— value not disclosed1
351Aquatic Capital Management LLC— value not disclosed1
352INCEPTIONR LLC— value not disclosed1
353Kestra Advisory Services, LLC— value not disclosed1
354Addison Advisors LLC— value not disclosed1
355NFSG Corp— value not disclosed1
356AlphaQuest LLC— value not disclosed1
357Forum Financial Management, LP— value not disclosed1
358SageView Advisory Group, LLC— value not disclosed1
359Strengthening Families & Communities, LLC— value not disclosed1
360Dunhill Financial, LLC— value not disclosed1
361Caitong International Asset Management Co., Ltd— value not disclosed1
362Quarry LP— value not disclosed1
363True Wealth Design, LLC— value not disclosed1
364ELEVATION WEALTH PARTNERS, LLC— value not disclosed1
365Envestnet Portfolio Solutions, Inc.— value not disclosed1
366QSV Equity Investors LLC— value not disclosed1
367MASECO LLP— value not disclosed1
Truncated by Public Filings. Every one of the 311 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 UFPI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for UFPI · financials and macro

Financials — as filed PLANNED

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