Metis Global Partners, LLC

$4.1B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1594916 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $4.1B
ALL retained default holdings for this (filer, period), including NULL-value ones: 724
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 20
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 62

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:d9630d732c8106ea2c2292ccbf2714c4` · issuer key `cusip6:003261` BBRG ALL COMD K1	ADD	+$78.9M	+1,042,325	$220M	$299M	11,253,443	12,295,768
position key `sid:sec:prov:313203439bdea9467d2130d0a7787fcf` · issuer key `cusip6:00326A` PHYSCL GOLD SHS	ADD	+$41.4M	+440,219	$253M	$294M	6,150,494	6,590,713
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$23.4M	−42,796	$246M	$223M	1,319,876	1,277,080
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$21.7M	−29,729	$213M	$191M	782,293	752,564
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$50.2M	−13,757	$192M	$142M	397,223	383,466
position key `pos:14175` · issuer key `iss:95` COM	TRIM	−$14.4M	−15,306	$115M	$101M	499,412	484,106
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$11.8M	−14,067	$90.3M	$78.5M	287,787	273,720
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$8.0M	−4,398	$82.6M	$74.6M	263,940	259,542
position key `pos:12827` · issuer key `iss:323` COM	TRIM	−$11.1M	−7,382	$83.6M	$72.5M	241,516	234,134
position key `pos:10899` · issuer key `iss:1013` MSCI ACWI ETF	ADD	+$68.8M	+497,375	$2.9M	$71.7M	20,459	517,834
position key `pos:11390` · issuer key `iss:720` CL A	TRIM	−$11.7M	−3,058	$74.9M	$63.2M	113,452	110,394
position key `pos:10357` · issuer key `iss:1786` COM	TRIM	−$15.0M	−5,166	$75.6M	$60.6M	168,096	162,930
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$13.5M	−5,979	$35.5M	$49.0M	295,004	289,025
position key `pos:16195` · issuer key `iss:1493` COM	ADD	+$3.9M	+17,787	$42.9M	$46.7M	335,890	353,677
position key `pos:15863` · issuer key `iss:1123` COM	TRIM	−$9.3M	−1,692	$53.6M	$44.3M	49,904	48,212
position key `pos:11177` · issuer key `iss:1956` COM	ADD	+$5.9M	+18,065	$35.6M	$41.5M	191,852	209,917
position key `pos:11633` · issuer key `iss:673` COM	ADD	+$10.1M	+1,629	$30.5M	$40.6M	39,756	41,385
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$5.7M	−5,896	$46.0M	$40.3M	142,734	136,838
position key `pos:11205` · issuer key `iss:255` CL B NEW	TRIM	−$2.4M	−1,590	$35.4M	$33.0M	70,443	68,853
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$6.3M	−4,082	$36.9M	$30.6M	105,204	101,122
position key `sid:sec:prov:632c445e813222cf2fdaf628e11a943a` · issuer key `cusip6:46138E` PURBTA MSCI US	TRIM	−$33.2M	−462,981	$63.6M	$30.3M	928,627	465,646
position key `pos:11472` · issuer key `iss:581` COM	ADD	+$4.5M	+4,736	$22.2M	$26.8M	143,817	148,553
position key `pos:14206` · issuer key `iss:1193` CL A	TRIM	−$5.1M	−2,253	$31.7M	$26.7M	55,600	53,347
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$3.6M	−1,309	$21.5M	$25.1M	104,121	102,812
position key `pos:11717` · issuer key `iss:440` COM	TRIM	+$5.8M	−2,973	$17.9M	$23.7M	117,301	114,328
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	+$1.8M	−4,876	$21.0M	$22.9M	188,834	183,958
position key `pos:14060` · issuer key `iss:47` COM	TRIM	−$1.9M	−3,406	$24.0M	$22.1M	112,185	108,779
position key `pos:10718` · issuer key `iss:1311` COM	TRIM	+$2.4M	−6,843	$19.4M	$21.8M	241,585	234,742
position key `pos:15433` · issuer key `iss:1290` COM	TRIM	−$363K	−9,335	$21.0M	$20.6M	223,678	214,343
position key `pos:15499` · issuer key `iss:23` COM	TRIM	−$1.7M	−2,937	$21.5M	$19.8M	93,982	91,045
position key `pos:12030` · issuer key `iss:525` COM	TRIM	+$2.2M	−303	$16.4M	$18.6M	19,007	18,704
position key `pos:16708` · issuer key `iss:1661` COM	ADD	+$1.4M	+6,795	$16.8M	$18.2M	90,645	97,440
position key `pos:16680` · issuer key `iss:1336` COM	TRIM	+$2.7M	−5,737	$14.4M	$17.1M	232,686	226,949
position key `pos:12216` · issuer key `iss:1531` COM	ADD	+$2.4M	+20,437	$13.9M	$16.4M	246,826	267,263
position key `pos:17751` · issuer key `iss:1214` COM	TRIM	+$1.6M	−4,207	$14.5M	$16.1M	137,671	133,464
position key `pos:10136` · issuer key `iss:990` COM	TRIM	−$4.0M	−1,842	$19.6M	$15.6M	66,085	64,243
position key `pos:11944` · issuer key `iss:454` COM	TRIM	−$307K	−5,433	$15.8M	$15.5M	205,281	199,848
position key `pos:11479` · issuer key `iss:2017` ACT	ADD	+$4.6M	+1,000	$10.5M	$15.1M	160,858	161,858
position key `pos:12684` · issuer key `iss:650` COM	TRIM	+$1.2M	−10,627	$13.5M	$14.7M	282,341	271,714
position key `pos:10715` · issuer key `iss:916` COM	TRIM	−$1.3M	−1,783	$15.8M	$14.5M	46,018	44,235
position key `pos:13432` · issuer key `iss:411` COM	TRIM	+$2.3M	−891	$12.2M	$14.5M	21,369	20,478
position key `pos:14992` · issuer key `iss:1485` COM	TRIM	−$401K	−3,592	$14.9M	$14.5M	104,018	100,426
position key `pos:12445` · issuer key `iss:1405` CL A	TRIM	−$3.7M	−3,426	$17.8M	$14.2M	100,279	96,853
position key `pos:13234` · issuer key `iss:230` COM	TRIM	−$2.6M	−15,152	$16.5M	$13.9M	299,829	284,677
position key `pos:16072` · issuer key `iss:1370` COM	TRIM	−$4.8M	−2,472	$18.1M	$13.3M	93,105	90,633
position key `pos:15221` · issuer key `iss:1228` COM	TRIM	+$982K	−3,790	$12.3M	$13.3M	43,159	39,369
position key `pos:16096` · issuer key `iss:1206` COM	TRIM	−$213K	−1,412	$13.4M	$13.1M	43,722	42,310
position key `pos:10493` · issuer key `iss:471` COM	TRIM	+$741K	−4,362	$12.2M	$13.0M	174,669	170,307
position key `pos:12492` · issuer key `iss:810` COM NEW	TRIM	−$1.5M	−1,268	$14.1M	$12.7M	45,929	44,661
position key `pos:15560` · issuer key `iss:1973` COM	TRIM	+$1.8M	−6,877	$10.7M	$12.5M	178,379	171,502
position key `pos:13167` · issuer key `iss:1501` COM	ADD	+$1.4M	+3,497	$11.0M	$12.4M	42,381	45,878
position key `pos:12725` · issuer key `iss:1615` COM	TRIM	−$5.8M	−2,346	$18.2M	$12.4M	68,820	66,474
position key `pos:13933` · issuer key `iss:1307` COM	TRIM	−$347K	−13,113	$12.7M	$12.4M	127,637	114,524
position key `pos:11938` · issuer key `iss:834` COM	TRIM	−$1.1M	−687	$12.7M	$11.7M	14,470	13,783
position key `pos:11688` · issuer key `iss:1955` COM	TRIM	−$2.6M	−6,320	$14.2M	$11.6M	152,628	146,308
position key `pos:17450` · issuer key `iss:1190` COM	TRIM	+$1.2M	−4,921	$10.4M	$11.6M	122,478	117,557
position key `pos:13738` · issuer key `iss:1698` COM	TRIM	+$979K	−1,329	$10.4M	$11.3M	118,756	117,427
position key `pos:15861` · issuer key `iss:1896` COM	ADD	+$1.5M	+11,998	$9.7M	$11.3M	125,935	137,933
position key `pos:13683` · issuer key `iss:1648` COM	TRIM	−$5.5M	−1,958	$16.7M	$11.2M	109,313	107,355
position key `pos:17250` · issuer key `iss:54` COM	TRIM	+$915K	−5,243	$10.2M	$11.2M	60,407	55,164
position key `sid:sec:prov:d21b4046ace77c2d5fa897337fbd617b` · issuer key `cusip6:400506` SPON ADS B	ADD	+$763K	+5,754	$10.3M	$11.1M	39,210	44,964
position key `pos:15690` · issuer key `iss:610` COM NEW	TRIM	+$982K	−1,334	$9.9M	$10.9M	84,276	82,942
position key `pos:16115` · issuer key `iss:1869` COM	TRIM	−$2.7M	−1,226	$13.0M	$10.3M	39,390	38,164
position key `pos:14157` · issuer key `iss:149` COM	TRIM	+$1.5M	−4,038	$8.6M	$10.1M	33,545	29,507
position key `pos:16841` · issuer key `iss:1791` COM	TRIM	+$811K	−1,499	$9.3M	$10.1M	53,389	51,890
position key `pos:10931` · issuer key `iss:198` COM	ADD	−$678K	+2,363	$10.7M	$10.1M	59,269	61,632
position key `pos:12681` · issuer key `iss:2154` SHS	TRIM	+$1.2M	−311	$8.6M	$9.8M	20,079	19,768
position key `pos:10455` · issuer key `iss:1091` COM NEW	TRIM	+$996K	−5,404	$8.7M	$9.7M	50,623	45,219
position key `pos:11665` · issuer key `iss:523` COM	TRIM	+$1.9M	−1,018	$7.8M	$9.7M	116,389	115,371
position key `pos:10935` · issuer key `iss:1902` COM	TRIM	+$1.5M	−6,850	$8.1M	$9.6M	198,833	191,983
position key `pos:16507` · issuer key `iss:508` COM	ADD	−$2.4M	+336	$11.9M	$9.5M	33,677	34,013
position key `pos:14307` · issuer key `iss:127` COM	TRIM	+$660K	−2,606	$8.6M	$9.3M	31,732	29,126
position key `pos:15626` · issuer key `iss:1529` COM	TRIM	−$315K	−4,121	$9.3M	$9.0M	50,543	46,422
position key `pos:10501` · issuer key `iss:779` CL B	TRIM	+$764K	−8,143	$7.9M	$8.7M	155,525	147,382
position key `pos:16441` · issuer key `iss:16` COM	TRIM	+$1.0M	−6,959	$7.5M	$8.5M	300,313	293,354
position key `pos:15035` · issuer key `iss:505` COM	TRIM	+$2.1M	−4,252	$6.4M	$8.5M	68,526	64,274
position key `pos:17695` · issuer key `iss:2037` ORD	NEW	+$8.5M	+43,779	$0	$8.5M	—	43,779
position key `pos:17386` · issuer key `iss:806` COM	TRIM	+$1.4M	−1,146	$7.0M	$8.4M	10,772	9,626
position key `pos:18187` · issuer key `iss:1040` COM NEW	TRIM	+$1.1M	−336	$7.3M	$8.4M	6,040	5,704
position key `pos:13833` · issuer key `iss:1435` COM	TRIM	+$490K	−989	$7.9M	$8.3M	54,701	53,712
position key `pos:13079` · issuer key `iss:1364` COM	TRIM	+$767K	−10,750	$7.6M	$8.3M	102,914	92,164
position key `pos:14135` · issuer key `iss:1060` COM	TRIM	+$1.2M	−11,679	$7.1M	$8.3M	259,528	247,849
position key `pos:17153` · issuer key `iss:386` COM	ADD	+$2.7M	+7,120	$5.5M	$8.2M	161,213	168,333
position key `pos:18169` · issuer key `iss:1577` COM	TRIM	−$1.3M	−4,855	$9.4M	$8.1M	55,393	50,538
position key `pos:10822` · issuer key `iss:438` COM NEW	TRIM	+$2.0M	−2,952	$6.1M	$8.1M	31,581	28,629
position key `pos:15065` · issuer key `iss:1764` COM	TRIM	+$606K	−6,253	$7.5M	$8.1M	135,727	129,474
position key `pos:14664` · issuer key `iss:709` COM	ADD	+$663K	+4,664	$7.4M	$8.1M	56,950	61,614
position key `pos:16805` · issuer key `iss:997` COM NEW	TRIM	−$2.2M	−587	$10.2M	$8.0M	17,948	17,361
position key `pos:15495` · issuer key `iss:1590` COM	TRIM	−$2.3M	−1,010	$10.1M	$7.8M	19,363	18,353
position key `pos:11671` · issuer key `iss:122` COM	TRIM	+$10.6K	−1,621	$7.7M	$7.8M	23,673	22,052
position key `pos:15198` · issuer key `iss:1445` COM	TRIM	−$48.4K	−1,747	$7.8M	$7.8M	48,670	46,923
position key `pos:13890` · issuer key `iss:1760` COM	TRIM	+$1.5M	−2,661	$6.1M	$7.6M	32,954	30,293
position key `pos:11461` · issuer key `iss:102` COM	TRIM	+$751K	−1,370	$6.8M	$7.6M	59,020	57,650
position key `pos:11572` · issuer key `iss:1968` COM	TRIM	+$153K	−5,164	$7.4M	$7.5M	62,552	57,388
position key `pos:11849` · issuer key `iss:104` COM	TRIM	−$2.5M	−2,309	$10.0M	$7.5M	27,119	24,810
position key `pos:14516` · issuer key `iss:1643` COM	TRIM	+$626K	−644	$6.8M	$7.5M	77,552	76,908
position key `pos:11621` · issuer key `iss:1253` COM NEW	TRIM	−$1.4M	−4,877	$8.7M	$7.3M	49,179	44,302
position key `pos:12366` · issuer key `iss:22` COM	TRIM	−$1.9M	−1,969	$9.1M	$7.3M	72,887	70,918
position key `pos:18143` · issuer key `iss:982` COM	TRIM	+$732K	−12,368	$6.5M	$7.3M	176,788	164,420
position key `pos:13832` · issuer key `iss:996` COM	TRIM	−$4.0M	−214	$11.1M	$7.2M	16,819	16,605

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 13

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11357` · issuer key `iss:969` COM	NO CHANGE	+$21.5K	$989K	$1.0M	8,971	8,971
position key `pos:15163` · issuer key `iss:1140` COM	NO CHANGE	−$71.0K	$715K	$644K	8,858	8,858
position key `pos:15531` · issuer key `iss:848` COM	NO CHANGE	−$212K	$624K	$412K	41,411	41,411
position key `pos:15190` · issuer key `iss:1635` CL A	NO CHANGE	+$15.3K	$363K	$378K	6,215	6,215
position key `pos:13497` · issuer key `iss:713` COM NEW	NO CHANGE	+$58.5K	$242K	$301K	17,463	17,463
position key `sid:sec:prov:25af8e15e4e39bb000dc3efca3039cd1` · issuer key `cusip6:82835P` COM	NO CHANGE	+$57.6K	$205K	$262K	24,468	24,468
position key `pos:12927` · issuer key `iss:2174` USD ORD SHS	NO CHANGE	−$78.1K	$337K	$259K	26,927	26,927
position key `pos:14351` · issuer key `iss:1685` COM	NO CHANGE	−$126K	$321K	$195K	12,264	12,264
position key `sid:sec:prov:cde0cca0f6a2f009a21ddb0cb918d756` · issuer key `cusip6:376536` COM	NO CHANGE	+$8.7K	$122K	$131K	11,453	11,453
position key `pos:13587` · issuer key `iss:1683` CL A	NO CHANGE	−$61.3K	$143K	$81.3K	17,668	17,668
position key `sid:sec:prov:5da9788b0f967de0fe9bc50407da056f` · issuer key `cusip6:444097` COM	NO CHANGE	−$63.0K	$139K	$75.7K	12,809	12,809
position key `pos:14317` · issuer key `iss:1666` COM	NO CHANGE	−$12.7K	$79.7K	$67.0K	12,414	12,414
position key `sid:sec:prov:0e061acc18b30e6b85d995197008e95d` · issuer key `cusip6:81761L` COM SH BEN INT	NO CHANGE	−$16.9K	$64.0K	$47.2K	34,798	34,798

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 721 issuers · $4.1B disclosed value over 724 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

ABRDN ETFS · BBRG ALL COMD K1 CUSIP 003261104
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$299M

12,295,768

7.3%

—

ETFS GOLD TR · PHYSCL GOLD SHS CUSIP 00326A104
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$294M

6,590,713

7.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$223M

1,277,080

5.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$191M

752,564

4.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Metis Global Partners, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$78.5M	273,720
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$74.6M	259,542

$153M

533,262

3.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$142M

383,466

3.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$101M

484,106

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$72.5M

234,134

1.8%

—

ISHARES TR · MSCI ACWI ETF CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$71.7M

517,834

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$63.2M

110,394

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$60.6M

162,930

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$49.0M

289,025

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROLOGIS INC. · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$46.7M

353,677

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$44.3M

48,212

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLTOWER INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$41.5M

209,917

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EQUINIX INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$40.6M

41,385

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$40.3M

136,838

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$33.0M

68,853

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$30.6M

101,122

0.8%

—

INVESCO EXCH TRADED FD TR II · PURBTA MSCI US CUSIP 46138E461
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$30.3M

465,646

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DIGITAL RLTY TR INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$26.8M

148,553

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$26.7M

53,347

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$25.1M

102,812

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$23.7M

114,328

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$22.9M

183,958

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$22.1M

108,779

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$21.8M

234,742

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$20.6M

214,343

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$19.8M

91,045

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$18.6M

18,704

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SIMON PPTY GROUP INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$18.2M

97,440

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NUTRIEN LTD · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$17.1M

226,949

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REALTY INCOME CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$16.4M

267,263

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$16.1M

133,464

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$15.6M

64,243

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$15.5M

199,848

0.4%

—

TOTALENERGIES SE · ACT CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$15.1M

161,858

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENBRIDGE INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$14.7M

271,714

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$14.5M

44,235

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$14.5M

20,478

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$14.5M

100,426

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$14.2M

96,853

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$13.9M

284,677

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$13.3M

90,633

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$13.3M

39,369

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$13.1M

42,310

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$13.0M

170,307

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$12.7M

44,661

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WILLIAMS COS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$12.5M

171,502

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PUBLIC STORAGE OPER CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$12.4M

45,878

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$12.4M

66,474

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEWMONT CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$12.4M

114,524

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$11.7M

13,783

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$11.6M

146,308

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARVELL TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$11.6M

117,557

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOUTHERN CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$11.3M

117,427

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VENTAS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$11.3M

137,933

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SERVICENOW INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$11.2M

107,355

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AGNICO EAGLE MINES LTD · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$11.2M

55,164

0.3%

—

GRUPO AEROPORTUNARIO DEL PAC · SPON ADS B CUSIP 400506101
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$11.1M

44,964

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DUKE ENERGY CORP NEW · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$10.9M

82,942

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$10.3M

38,164

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$10.1M

29,507

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS INSTRS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$10.1M

51,890

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AVALONBAY CMNTYS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$10.1M

61,632

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$9.8M

19,768

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$9.7M

45,219

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CORTEVA INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$9.7M

115,371

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$9.6M

191,983

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONSTELLATION ENERGY CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$9.5M

34,013

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$9.3M

29,126

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$9.0M

46,422

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FREEPORT MCMORAN INC · CL B CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.7M

147,382

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.5M

293,354

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONOCOPHILLIPS · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.5M

64,274

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASTRAZENECA PLC · ORD CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.5M

43,779

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.4M

9,626

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.4M

5,704

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.3M

53,712

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ONEOK INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.3M

92,164

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KINDER MORGAN INC DEL · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.3M

247,849

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CANADIAN NAT RES LTD MED TER · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.2M

168,333

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROYAL BK CDA · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.1M

50,538

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHENIERE ENERGY INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.1M

28,629

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TC ENERGY CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.1M

129,474

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXTRA SPACE STORAGE INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.1M

61,614

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.0M

17,361

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S&P GLOBAL INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.8M

18,353

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.8M

22,052

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.8M

46,923

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TARGA RES CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.6M

30,293

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN ELEC PWR CO INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.6M

57,650

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WHEATON PRECIOUS METALS CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.5M

57,388

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.5M

24,810

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SEMPRA · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.5M

76,908

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.3M

44,302

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.3M

70,918

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTEL CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.3M

164,420

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUIT · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.2M

16,605

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.1M

74,162

0.2%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 52.3%below median 80.0%
Concentration index: 213 bpsbelow median 446 bps
Positions with value: 724 / 724median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 52.3% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 213 · QoQ moves: 786

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Metis Global Partners, LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).