Public record / Tickers / W

W — Wayfair Inc.†

Both disclosure regimes on one name: who in Congress filed about W, 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
30
all PTR rows naming W
Members · 12m
1
3 buys · 0 sells · by trade date
Latest PTR
06-08
filed 2026-06-08
13F holders
438
top-438 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

Pat Roberts · $50.0K–$100K

SELL · traded 2020-12-21 → filed 2020-12-31. Ranked over every W row by the provable lower bound, never a point estimate.

1 member · 3 buys / 0 sells

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

4 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 W · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning W
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 05-11 +28d$1K–$15K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 05-07 +32d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 05-01 +7d$1K–$15K
2024-02-15Jonathan L. Jackson D–IL-1SELL JT (jointly owned)Traded 01-17 +29d$15K–$50K
2024-01-12Jonathan L. Jackson D–IL-1BUY JT (jointly owned)Traded 2023-12-20 +23d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 30 ↗

Members active in W

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing W 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$3.0K to $45.0K2

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

Congress ↔ notable managers · W

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

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

Merged timeline of congressional filings and notable-manager moves on W
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+5,241 sh
2026-05-15Bridgewater Associates 13FTRIM−24,656 sh
2026-05-15Moore Capital Management 13FTRIM−190,782 sh
2026-05-14Caxton Associates 13FNEW+5,000 sh

4 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 W for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1FMR LLC$1.2B1
2Capital World Investors$1.0B1
3BlackRock, Inc.$432M1
4RENAISSANCE TECHNOLOGIES LLC$374M1
5VANGUARD CAPITAL MANAGEMENT LLC$351M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$330M1
7Janus Henderson Group Ltd.$291M1
8GREAT HILL PARTNERS, L.P.$210M1
9SPRUCE HOUSE INVESTMENT MANAGEMENT LLC$196M1
10TWO SIGMA INVESTMENTS, LP$188M1
11WELLINGTON MANAGEMENT GROUP LLP$185M1
12Prescott General Partners LLC$175M1
13UBS Group AG$148M1
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$148M1
15AQR CAPITAL MANAGEMENT LLC$135M1
16STATE STREET CORP$131M1
17BALYASNY ASSET MANAGEMENT L.P.$120M1
18Atreides Management, LP$108M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$86.9M1
20Hook Mill Capital Partners, LP$78.2M1
21DIMENSIONAL FUND ADVISORS LP$77.9M1
22MORGAN STANLEY$73.5M1
23Clearbridge Investments, LLC$72.3M1
24D. E. Shaw & Co., Inc.$69.9M1
25Artemis Investment Management LLP$66.0M1
26Qube Research & Technologies Ltd$58.0M1
27AMERICAN CENTURY COMPANIES INC$57.8M1
28BANK OF NOVA SCOTIA$52.7M1
29Squarepoint Ops LLC$51.7M1
30JACOBS LEVY EQUITY MANAGEMENT, INC$51.3M1
31Southpoint Capital Advisors LP$50.0M1
32VANGUARD FIDUCIARY TRUST CO$49.7M1
33CITADEL ADVISORS LLC$49.6M1
34VOLORIDGE INVESTMENT MANAGEMENT, LLC$49.4M1
35BANK OF AMERICA CORP /DE/$48.1M1
36GOODNOW INVESTMENT GROUP, LLC$48.0M1
37Assenagon Asset Management S.A.$43.3M1
38Schonfeld Strategic Advisors LLC$41.3M1
39BANK OF MONTREAL /CAN/$39.9M1
40Connor, Clark & Lunn Investment Management Ltd.$39.8M1
41NORTHERN TRUST CORP$38.8M1
42CITIGROUP INC$37.1M1
43FEDERATED HERMES, INC.$36.6M1
44Alyeska Investment Group, L.P.$36.3M1
45JANE STREET GROUP, LLC$35.9M1
46Anomaly Capital Management, LP$35.1M1
47MILLENNIUM MANAGEMENT LLC$35.1M1
48Man Group plc$30.8M1
49SCOPUS ASSET MANAGEMENT, L.P.$29.5M1
50Nuveen, LLC$26.0M1
51Invesco Ltd.$25.3M1
52ADAGE CAPITAL PARTNERS GP, L.L.C.$25.0M1
53Contour Asset Management LLC$24.7M1
54Quantinno Capital Management LP$22.7M1
55Rothschild & Co Wealth Management UK Ltd$22.4M1
56BOOTHBAY FUND MANAGEMENT, LLC$19.2M1
57VOYA INVESTMENT MANAGEMENT LLC$18.8M1
58UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$18.6M1
59Nishkama Capital, LLC$18.3M1
60SMITH THOMAS W$17.8M1
61Hidden Lake Asset Management LP$16.6M1
62CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$16.6M1
63SUSQUEHANNA INTERNATIONAL GROUP, LLP$15.9M1
64Walleye Capital LLC$15.7M1
65Onex Canada Asset Management Inc.$15.6M1
66ALLIANCEBERNSTEIN L.P.$15.5M1
67Swiss National Bank$15.3M1
68PANAGORA ASSET MANAGEMENT INC$14.6M1
69Tabor Asset Management, LP$14.3M1
70Susquehanna Portfolio Strategies, LLC$13.7M1
71Portman Square Capital LLP$13.7M1
72Gotham Asset Management, LLC$12.5M1
73Meridiem Capital Partners LP$12.0M1
74WORLDQUANT MILLENNIUM ADVISORS LLC$12.0M1
75NATIXIS$11.6M1
76WELLS FARGO & COMPANY/MN$10.5M1
77FIRST TRUST ADVISORS LP$10.2M1
78ROYAL BANK OF CANADA$9.9M1
79FRANKLIN RESOURCES INC$9.6M1
80CANADA PENSION PLAN INVESTMENT BOARD$8.9M1
81HSBC HOLDINGS PLC$8.8M1
82CYPRESS POINT INVESTMENT MANAGEMENT LP$8.3M1
83OFI INVEST ASSET MANAGEMENT$7.9M1
84RAYMOND JAMES FINANCIAL INC$7.4M1
85Verition Fund Management LLC$7.0M1
86VANGUARD ASSET MANAGEMENT, Ltd$7.0M1
87Proficio Capital Partners LLC$6.3M1
88Legal & General Group Plc$6.3M1
89Shellback Capital, LP$6.0M1
90STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$6.0M1
91BloombergSen Inc.$6.0M1
92Interval Partners, LP$5.9M1
93Engineers Gate Manager LP$5.6M1
94STATE OF WISCONSIN INVESTMENT BOARD$5.0M1
95OP Asset Management Ltd$5.0M1
96Panoramic Capital, LLC$5.0M1
97Soviero Asset Management, LP$4.9M1
98Jain Global LLC$4.7M1
99Bridgewater Associates, LP$4.6M1
100OSSIAM$4.6M1
101PEAK6 LLC$4.4M1
102SEI INVESTMENTS CO$4.2M1
103LAZARD ASSET MANAGEMENT LLC$4.1M1
104Illinois Municipal Retirement Fund$4.1M1
105Corient Private Wealth LLC$4.0M1
106ENVESTNET ASSET MANAGEMENT INC$3.9M1
107Optiver Holding B.V.$3.8M1
108Vanguard Global Advisers, LLC$3.6M1
109Mirae Asset Global Investments Co., Ltd.$3.5M1
110Taproot Management LP$3.3M1
111Atom Investors LP$3.2M1
112Chemistry Wealth Management LLC$3.2M1
113XTX Topco Ltd$3.2M1
114Zurcher Kantonalbank (Zurich Cantonalbank)$3.0M1
115PDT Partners, LLC$2.9M1
116ProShare Advisors LLC$2.9M1
117AXQ CAPITAL, LP$2.7M1
118MONTAG A & ASSOCIATES INC$2.7M1
119State of New Jersey Common Pension Fund D$2.7M1
120Caption Management, LLC$2.7M1
121POLEN CAPITAL MANAGEMENT LLC$2.6M1
122Silvant Capital Management LLC$2.5M1
123North Dakota State Investment Board$2.5M1
124LPL Financial LLC$2.4M1
125Ruffer LLP$2.4M1
126GROUP ONE TRADING LLC$2.3M1
127Lighthouse Investment Partners, LLC$2.3M1
128Trexquant Investment LP$2.3M1
129Arizona State Retirement System$2.1M1
130CWM, LLC$2.1M1
131Mitsubishi UFJ Trust & Banking Corp$2.0M1
132Vanguard Investments Australia, Ltd.$2.0M1
133Castle Hook Partners LP$1.9M1
134Creative Planning$1.9M1
135IMC-Chicago, LLC$1.8M1
136NATIONAL BANK OF CANADA /FI/$1.8M1
137Oak Thistle LLC$1.8M1
138Summit Trail Advisors, LLC$1.7M1
139KLP KAPITALFORVALTNING AS$1.7M1
140OMERS ADMINISTRATION Corp$1.7M1
141MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.7M1
142Elo Mutual Pension Insurance Co$1.6M1
143WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.6M1
144Universal- Beteiligungs- und Servicegesellschaft mbH$1.5M1
145WT Wealth Management$1.5M1
146Freestone Grove Partners LP$1.4M1
147Mariner, LLC$1.4M1
148Mayflower Financial Advisors, LLC$1.3M1
149Kennondale Capital Management LLC$1.3M1
150Kestra Investment Management, LLC$1.3M1
151IEQ CAPITAL, LLC$1.2M1
152Pictet Asset Management Holding SA$1.2M1
153ARISTEIA CAPITAL, L.L.C.$1.2M1
154Parallax Volatility Advisers, L.P.$1.2M1
155MERCER GLOBAL ADVISORS INC /ADV$1.1M1
156OCCUDO QUANTITATIVE STRATEGIES LP$1.1M1
157Cetera Investment Advisers$1.0M1
158Vanguard Personalized Indexing Management, LLC$1.0M1
159Tidal Investments LLC$1.0M1
160Focus Partners Wealth$998K1
161FORA Capital, LLC$987K1
162Centiva Capital, LP$955K1
163Cerity Partners LLC$950K1
164Numerai GP LLC$934K1
165Aquatic Capital Management LLC$913K1
166NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$887K1
167Ionic Capital Management LLC$865K1
168TEACHER RETIREMENT SYSTEM OF TEXAS$863K1
169Dynamic Technology Lab Private Ltd$859K1
170STIFEL FINANCIAL CORP$839K1
171Lisanti Capital Growth, LLC$833K1
172BLAIR WILLIAM & CO/IL$803K1
173MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$799K1
174NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$757K1
175MACQUARIE GROUP LTD$757K1
176Daiwa Securities Group Inc.$735K1
177DEUTSCHE BANK AG\$709K1
178Y-Intercept (Hong Kong) Ltd$699K1
179Baker Avenue Asset Management, LP$698K1
180Swiss Life Asset Management Ltd$680K1
181Trek Financial, LLC$679K1
182Blueshift Asset Management, LLC$668K1
183TWIN FOCUS CAPITAL PARTNERS, LLC$668K1
184XPONANCE LLC$664K1
185Inspire Advisors, LLC$651K1
186Amundi$648K1
187Vise Technologies, Inc.$643K1
188Invst, LLC$638K1
189SSI INVESTMENT MANAGEMENT LLC$632K1
190Marex Group Ltd$615K1
191Independent Advisor Alliance$595K1
192COMMONWEALTH EQUITY SERVICES, LLC$584K1
193Alphadyne Asset Management LP$574K1
194TD Waterhouse Canada Inc.$562K1
195Patriot Financial Group Insurance Agency, LLC$561K1
196Concentric Capital Strategies, LP$547K1
197Aragon Global Management, LP$542K1
198SIGNATUREFD, LLC$540K1
199Smith Group Asset Management, LLC$514K1
200Empowered Funds, LLC$514K1
201MANGROVE PARTNERS IM, LLC$507K1
202MOORE CAPITAL MANAGEMENT, LP$503K1
203MIRABELLA FINANCIAL SERVICES LLP$488K1
204Federation des caisses Desjardins du Quebec$474K1
205Sanctuary Advisors, LLC$459K1
206Annis Gardner Whiting Capital Advisors, LLC$433K1
207Cynosure Group, LLC$417K1
208State of Wyoming$414K1
209Pathstone Holdings, LLC$413K1
210Ensign Peak Advisors, Inc$412K1
211Utah Retirement Systems$391K1
212M&T BANK CORP$389K1
213DnB Asset Management AS$381K1
214Intrepid Financial Planning Group LLC$376K1
215CAXTON ASSOCIATES LLP$376K1
216Merit Financial Group, LLC$374K1
217Sycale Advisors (NY) LLC$371K1
218Inscription Capital, LLC$369K1
219Pallas Capital Advisors LLC$368K1
220Maryland State Retirement & Pension System$356K1
221OSAIC HOLDINGS, INC.$349K1
222Steward Partners Investment Advisory, LLC$343K1
223Chicago Partners Investment Group LLC$329K1
224Advisors Asset Management, Inc.$326K1
225Optas, LLC$322K1
226US BANCORP \DE\$321K1
227FIFTH THIRD BANCORP$315K1
228Optimist Retirement Group LLC$314K1
229UNITED CAPITAL FINANCIAL ADVISORS, LLC$310K1
230PRUDENTIAL FINANCIAL INC$301K1
231Wedmont Private Capital$296K1
232O'SHAUGHNESSY ASSET MANAGEMENT, LLC$295K1
233QRG CAPITAL MANAGEMENT, INC.$291K1
234CAPSTONE INVESTMENT ADVISORS, LLC$288K1
235PRELUDE CAPITAL MANAGEMENT, LLC$284K1
236SPIREPOINT PRIVATE CLIENT, LLC$281K1
237CSS LLC/IL$275K1
238Divisadero Street Capital Management, LP$263K1
239CIBC Asset Management Inc$255K1
240Magnus Financial Group LLC$248K1
241Triumph Capital Management$248K1
242INCEPTIONR LLC$244K1
243Integrated Advisors Network LLC$244K1
244PRINCIPAL FINANCIAL GROUP INC$238K1
245TRUIST FINANCIAL CORP$235K1
246Blue Trust, Inc.$228K1
247Kingsview Wealth Management, LLC$228K1
248NewEdge Wealth, LLC$228K1
249Kera Capital Partners, Inc.$227K1
250Sagewood Asset Management LP$214K1
251Bayesian Capital Management, LP$211K1
252FLYNN ZITO CAPITAL MANAGEMENT, LLC$209K1
253Cambria Investment Management, L.P.$206K1
254EVOLVE PRIVATE WEALTH, LLC$202K1
255Cypress Wealth Services, LLC$201K1
256Crewe Advisors LLC$158K1
257Eurizon Capital SGR S.p.A.$145K1
258BNP Paribas Asset Management Holding S.A.$139K1
259Tower Research Capital LLC (TRC)$130K1
260Marquette Asset Management, LLC$113K1
261ABS Direct Equity Fund LLC$71.3K1
262NOMURA ASSET MANAGEMENT CO LTD$67.7K1
263Larson Financial Group LLC$67.4K1
264Quarry LP$63.6K1
265Allworth Financial LP$59.7K1
266Rockefeller Capital Management L.P.$57.2K1
267Basecamp Wealth Advisors LLC$56.9K1
268Pinnacle Wealth Planning Services, Inc.$51.9K1
269Key Capital Management, INC$49.9K1
270Central Pacific Bank - Trust Division$33.8K1
271Aster Capital Management (DIFC) Ltd$29.9K1
272True Wealth Design, LLC$29.6K1
273Mitsubishi UFJ Asset Management Co., Ltd.$26.6K1
274Caitong International Asset Management Co., Ltd$24.2K1
275Arax Advisory Partners$23.4K1
276Leonteq Securities AG$20.2K1
277Elequin Capital, LP$15.6K1
278INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$15.2K1
279MAI Capital Management$13.2K1
280HRT FINANCIAL LP$10.9K1
281CVA Family Office, LLC$9.3K1
282Rakuten Securities, Inc.$9.0K1
283Smartleaf Asset Management LLC$8.1K1
284Bell Investment Advisors, Inc$7.6K1
285DANSKE BANK A/S$7.5K1
286BARRETT & COMPANY, INC.$7.5K1
287Kemnay Advisory Services Inc.$7.5K1
288INGALLS & SNYDER LLC$7.4K1
289ALGERT GLOBAL LLC$7.3K1
290Westfuller Advisors, LLC$6.0K1
291Parkside Financial Bank & Trust$5.9K1
292ASSETMARK, INC$5.3K1
293MEEDER ASSET MANAGEMENT INC$4.8K1
294Financial Perspectives, Inc$4.3K1
295Sachetta, LLC$3.4K1
296JFS WEALTH ADVISORS, LLC$3.3K1
297SJS Investment Consulting Inc.$3.3K1
298Treasurer of the State of North Carolina$3.2K1
299Owl Creek Wealth Partners LLC$2.6K1
300CHILTON CAPITAL MANAGEMENT LLC$2.5K1
301Penserra Capital Management LLC$2.5K1
302Employees Retirement System of Texas$2.3K1
303ELEVATION WEALTH PARTNERS, LLC$2.3K1
304QUADRANT CAPITAL GROUP LLC$2.1K1
305Investors Research Corp$1.9K1
306CLEAR INVESTMENT RESEARCH, LLC$1.7K1
307NFSG Corp$1.5K1
308EFG International AG$1.5K1
309Clearstead Trust, LLC$1.4K1
310Cromwell Holdings LLC$1.3K1
311Godfrey Financial Associates, Inc.$1.2K1
312DiNuzzo Private Wealth, Inc.$1.1K1
313UMB Bank, n.a.$1.1K1
314Retirement Wealth Solutions LLC$1.1K1
315CANADA LIFE ASSURANCE Co$8681
316BFSG, LLC$7531
317ACADIAN ASSET MANAGEMENT LLC$7501
318Vermillion Wealth Management, Inc.$6771
319Signature Equity Partners, LLC$5261
320Intentional Wealth Strategies, LLC$5261
321CMT Capital Markets Trading GmbH$4201
322State of Alaska, Department of Revenue$4071
323KBC Group NV$3141
324Glen Eagle Advisors, LLC$3011
325Rialto Wealth Management, LLC$3011
326HFM Investment Advisors, LLC$3011
327CENTAURUS FINANCIAL, INC.$2621
328GSA CAPITAL PARTNERS LLP$2501
329THRIVENT FINANCIAL FOR LUTHERANS$2461
330TOTH FINANCIAL ADVISORY CORP$1511
331DekaBank Deutsche Girozentrale$791
332SHP Wealth Management$751
333Avion Wealth$21
334VANGUARD GROUP INC— value not disclosed1
335Clearstead Advisors, LLC— value not disclosed1
336Atlantic Union Bankshares Corp— value not disclosed1
337COMERICA BANK— value not disclosed1
338VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
339INTECH INVESTMENT MANAGEMENT LLC— value not disclosed1
340WEBSTER BANK, N. A.— value not disclosed1
341BRIDGEWAY CAPITAL MANAGEMENT, LLC— value not disclosed1
342RBF Capital, LLC— value not disclosed1
343EVERGREEN CAPITAL MANAGEMENT LLC— value not disclosed1
344GUGGENHEIM CAPITAL LLC— value not disclosed1
345CIBC Private Wealth Group LLC— value not disclosed1
346Avalon Global Asset Management LLC— value not disclosed1
347Graham Capital Management, L.P.— value not disclosed1
348Allen Investment Management, LLC— value not disclosed1
349Polar Asset Management Partners Inc.— value not disclosed1
350Curi Capital, LLC— value not disclosed1
351SCOTIA CAPITAL INC.— value not disclosed1
352CONTRAVISORY INVESTMENT MANAGEMENT, INC.— value not disclosed1
353NORGES BANK— value not disclosed1
354Hudson Bay Capital Management LP— value not disclosed1
355PUBLIC SECTOR PENSION INVESTMENT BOARD— value not disclosed1
356CIBC WORLD MARKET INC.— value not disclosed1
357Cannell & Spears LLC— value not disclosed1
358EVENTIDE ASSET MANAGEMENT, LLC— value not disclosed1
359TWO SIGMA SECURITIES, LLC— value not disclosed1
360HighTower Advisors, LLC— value not disclosed1
361TWO SIGMA ADVISERS, LP— value not disclosed1
362Diversified Trust Co— value not disclosed1
363Voleon Capital Management LP— value not disclosed1
364Empirical Financial Services, LLC d.b.a. Empirical Wealth Management— value not disclosed1
365Edgestream Partners, L.P.— value not disclosed1
366Berkshire Money Management, Inc.— value not disclosed1
367Allianz Asset Management GmbH— value not disclosed1
368HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND— value not disclosed1
369LANDSCAPE CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
370PICTON MAHONEY ASSET MANAGEMENT— value not disclosed1
371Prospera Financial Services Inc— value not disclosed1
372Baader Bank Aktiengesellschaft— value not disclosed1
373RWA WEALTH PARTNERS, LLC— value not disclosed1
374LMR Partners LLP— value not disclosed1
375Harvest Investment Services, LLC— value not disclosed1
376Friedenthal Financial— value not disclosed1
377Sequoia Financial Advisors, LLC— value not disclosed1
378Point72 Asset Management, L.P.— value not disclosed1
379Caprock Group, LLC— value not disclosed1
380WINTON GROUP Ltd— value not disclosed1
381GFG Capital, LLC— value not disclosed1
382KESTRA PRIVATE WEALTH SERVICES, LLC— value not disclosed1
383Lido Advisors, LLC— value not disclosed1
384Tredje AP-fonden— value not disclosed1
385Krilogy Financial LLC— value not disclosed1
386CHOREO, LLC— value not disclosed1
387PFG Advisors— value not disclosed1
388Covenant Asset Management, LLC— value not disclosed1
389Bryn Mawr Trust Advisors, LLC— value not disclosed1
390Holocene Advisors, LP— value not disclosed1
391Garner Asset Management Corp— value not disclosed1
392DV Trading LLC— value not disclosed1
393Vestmark Advisory Solutions, Inc.— value not disclosed1
394Beacon Pointe Advisors, LLC— value not disclosed1
395Vident Advisory, LLC— value not disclosed1
396Global Retirement Partners, LLC— value not disclosed1
397Clarity Wealth Advisors, LLC— value not disclosed1
398Wolf Hill Capital Management, LP— value not disclosed1
399Cinctive Capital Management LP— value not disclosed1
400Meeder Advisory Services, Inc.— value not disclosed1
401Aaron Wealth Advisors LLC— value not disclosed1
402Kestra Advisory Services, LLC— value not disclosed1
403AlTi Global, Inc.— value not disclosed1
404DV EQUITIES, LLC— value not disclosed1
405Mach-1 Financial Group, LLC— value not disclosed1
406CHILDRESS CAPITAL ADVISORS, LLC— value not disclosed1
407PINNBROOK CAPITAL MANAGEMENT LP— value not disclosed1
408MANE GLOBAL CAPITAL MANAGEMENT LP— value not disclosed1
409Skaana Management L.P.— value not disclosed1
410Caerus Investment Advisors, LLC— value not disclosed1
411Focus Partners Advisor Solutions, LLC— value not disclosed1
412Activest Wealth Management— value not disclosed1
413AlphaQuest LLC— value not disclosed1
414NorthCrest Asset Manangement, LLC— value not disclosed1
415PharVision Advisers, LLC— value not disclosed1
416Forum Financial Management, LP— value not disclosed1
417SageView Advisory Group, LLC— value not disclosed1
418Range Financial Group LLC— value not disclosed1
419Dunhill Financial, LLC— value not disclosed1
420Arista Wealth Management, LLC— value not disclosed1
421Compound Planning, Inc.— value not disclosed1
422Concurrent Investment Advisors, LLC— value not disclosed1
423Benchstone Capital Management LP— value not disclosed1
424Havemeyer Place LP— value not disclosed1
425Northwest & Ethical Investments L.P.— value not disclosed1
426Wealth Watch Advisors, INC— value not disclosed1
427Bayforest Capital Ltd— value not disclosed1
428REAP Financial Group, LLC— value not disclosed1
429SummitTX Capital, L.P.— value not disclosed1
430Night Squared LP— value not disclosed1
431WPG Advisers, LLC— value not disclosed1
432Wealth Enhancement Trust Services, Inc.— value not disclosed1
433OPTIMA CAPITAL LLC— value not disclosed1
434Dockside LLC— value not disclosed1
435Eddie Patel Inc— value not disclosed1
436VARCOV Co.— value not disclosed1
437Odyssean, LLC— value not disclosed1
438Advocate Investing Services LLC— value not disclosed1
Truncated by Public Filings. Every one of the 333 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)3 buy / 0 sell
Congress net ($ bound)$3.0K to $45.0K
Filers net (actions)not in build
Filers net ($ 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 W

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for W · financials and macro

Financials — as filed PLANNED

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