Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

AUTOMATIC DATA PROCESSING · COM · quarter ended 2026-03-31 · 28 members disclosed ADP ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,798 holders are listed, largest first: 1,798
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $62.9B
holders whose share count rose or who opened the position (new + add), by shares: 738
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 291

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of ADP ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$7.2B	35,499,016	−1,043,872	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$5.3B	26,150,698	—	NO PRIOR
3	STATE STREET CORP	$4.0B	19,326,803	+385,962	ADD
4	GEODE CAPITAL MANAGEMENT, LLC	$2.4B	11,993,206	+416,634	ADD
5	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$2.3B	11,561,745	+9,147,649	ADD
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.2B	11,052,077	—	NO PRIOR
7	WELLINGTON MANAGEMENT GROUP LLP	$2.1B	10,104,386	+2,729,882	ADD
8	Capital Research Global Investors	$1.7B	8,556,120	+162,513	ADD
9	WELLS FARGO & COMPANY/MN	$1.4B	6,907,706	−150,893	TRIM
10	ALLIANCEBERNSTEIN L.P.	$1.3B	5,101,809	−883,243	TRIM
11	MORGAN STANLEY	$1.3B	6,394,435	−3,954,127	TRIM
12	NORTHERN TRUST CORP	$1.2B	6,000,697	−5,798	TRIM
13	BANK OF AMERICA CORP /DE/	$1.1B	5,258,842	−607,868	TRIM
14	Invesco Ltd.	$855M	4,209,765	+255,138	ADD
15	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$838M	4,122,071	+735,750	ADD
16	DEUTSCHE BANK AG\	$828M	4,074,317	+541,772	ADD
17	Fundsmith LLP	$783M	3,855,105	−322,864	TRIM
18	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$743M	3,657,287	0	NO CHANGE
19	Bank of New York Mellon Corp	$659M	3,244,353	−3,159,058	TRIM
20	Amundi	$616M	3,034,002	+658,932	ADD
21	UBS Group AG	$604M	2,971,847	+599,584	ADD
22	First Eagle Investment Management, LLC	$579M	2,849,784	+2,849,784	NEW
23	AMERIPRISE FINANCIAL INC	$577M	2,838,714	−1,108,142	TRIM
24	Legal & General Group Plc	$549M	2,700,713	+25,434	ADD
25	FIRST TRUST ADVISORS LP	$508M	2,497,861	+249,357	ADD
26	ROYAL BANK OF CANADA	$504M	2,481,417	+2,481,417	NEW
27	BARCLAYS PLC	$492M	2,423,330	+193,289	ADD
28	DIMENSIONAL FUND ADVISORS LP	$491M	2,413,934	+10,700	ADD
29	Clearbridge Investments, LLC	$487M	2,398,931	+711,138	ADD
30	VANGUARD FIDUCIARY TRUST CO	$471M	2,318,320	—	NO PRIOR
31	STIFEL FINANCIAL CORP	$372M	1,832,880	+39,860	ADD
32	CIBC Bancorp USA Inc.	$351M	1,726,502	—	NO PRIOR
33	Nuveen, LLC	$337M	1,658,062	−1,326	TRIM
34	BNP Paribas Asset Management Holding S.A.	$296M	1,456,250	+330,530	ADD
35	FUNDSMITH INVESTMENT SERVICES LTD.	$270M	1,327,309	−11,011	TRIM
36	VICTORY CAPITAL MANAGEMENT INC	$265M	1,302,229	+639,547	ADD
37	TWO SIGMA INVESTMENTS, LP	$261M	1,282,237	+1,282,237	NEW
38	ProShare Advisors LLC	$248M	1,220,367	−47,916	TRIM
39	ENVESTNET ASSET MANAGEMENT INC	$245M	1,205,830	−169,933	TRIM
40	RAYMOND JAMES FINANCIAL INC	$244M	1,199,930	+6,173	ADD
41	Swiss National Bank	$241M	1,186,920	+76,840	ADD
42	D. E. Shaw & Co., Inc.	$241M	1,185,559	+1,079,104	ADD
43	BLS CAPITAL FONDSMAEGLERSELSKAB A/S	$239M	1,178,347	+68,440	ADD
44	NORDEA INVESTMENT MANAGEMENT AB	$235M	1,155,795	−19,103	TRIM
45	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$222M	1,092,473	+716,018	ADD
46	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$215M	1,059,930	−146,876	TRIM
47	WORLDQUANT MILLENNIUM ADVISORS LLC	$210M	1,035,232	+710,037	ADD
48	FMR LLC	$210M	1,033,234	−116,534	TRIM
49	HSBC HOLDINGS PLC	$208M	1,024,283	−1,196,495	TRIM
50	Mitsubishi UFJ Asset Management Co., Ltd.	$208M	1,023,615	−1,906,099	TRIM
51	National Pension Service	$199M	979,905	+979,905	NEW
52	Sumitomo Mitsui Trust Group, Inc.	$195M	957,397	−49,288	TRIM
53	Vanguard Global Advisers, LLC	$183M	902,136	—	NO PRIOR
54	AVIVA PLC	$176M	864,393	−44,490	TRIM
55	VANGUARD ASSET MANAGEMENT, Ltd	$166M	815,618	—	NO PRIOR
56	BAHL & GAYNOR INC	$162M	796,793	−83,834	TRIM
57	BANK OF MONTREAL /CAN/	$161M	791,498	−6,639	TRIM
58	AQR CAPITAL MANAGEMENT LLC	$157M	772,333	+393,555	ADD
59	Local Pensions Partnership Investment Ltd	$147M	721,272	0	NO CHANGE
60	MILLENNIUM MANAGEMENT LLC	$140M	689,547	−108,342	TRIM
61	Navera Investment Management Ltd.	$138M	676,863	−34,673	TRIM
62	CAPITAL COUNSEL LLC/NY	$137M	675,658	−20,803	TRIM
63	LPL Financial LLC	$133M	655,251	−19,064	TRIM
64	Qube Research & Technologies Ltd	$133M	653,147	+419,232	ADD
65	TD ASSET MANAGEMENT INC	$131M	646,970	−72,889	TRIM
66	RENAISSANCE TECHNOLOGIES LLC	$131M	646,820	+589,000	ADD
67	Robeco Institutional Asset Management B.V.	$129M	636,645	+48,876	ADD
68	CANADA PENSION PLAN INVESTMENT BOARD	$127M	626,473	+61,178	ADD
69	Daiwa Securities Group Inc.	$124M	610,039	+494,213	ADD
70	Mirae Asset Global Investments Co., Ltd.	$110M	543,264	+308,991	ADD
71	Life Cycle Investment Partners Ltd	$109M	538,029	+6,569	ADD
72	FIFTH THIRD BANCORP	$107M	528,587	+232,359	ADD
73	Pictet Asset Management Holding SA	$106M	524,025	−64,791	TRIM
74	MACKENZIE FINANCIAL CORP	$106M	521,700	−95,054	TRIM
75	PRINCIPAL FINANCIAL GROUP INC	$105M	519,024	+20,201	ADD
76	Universal- Beteiligungs- und Servicegesellschaft mbH	$102M	499,572	−15,726	TRIM
77	US BANCORP \DE\	$102M	499,670	−32,077	TRIM
78	PFA Pension, Forsikringsaktieselskab	$102M	499,640	+499,640	NEW
79	Holocene Advisors, LP	$97.9M	482,000	+350,041	ADD
80	CITIGROUP INC	$97.0M	477,174	−79,262	TRIM
81	Baird Financial Group, Inc.	$96.1M	473,159	+473,159	NEW
82	NEW YORK STATE COMMON RETIREMENT FUND	$92.9M	457,411	−6,000	TRIM
83	Swiss Life Asset Management Ltd	$88.6M	436,231	+62,753	ADD
84	D.A. DAVIDSON & CO.	$88.3M	434,698	+434,698	NEW
85	NATIONAL BANK OF CANADA /FI/	$87.7M	431,799	−148,705	TRIM
86	Vest Financial, LLC	$84.1M	414,118	+75,095	ADD
87	FRANKLIN RESOURCES INC	$83.7M	411,824	−42,483	TRIM
88	Corient Private Wealth LLC	$83.3M	408,761	−430,806	TRIM
89	Bank Julius Baer & Co. Ltd, Zurich	$82.8M	406,457	−403,541	TRIM
90	Jefferies Financial Group Inc.	$79.7M	392,507	+341,166	ADD
91	CITADEL ADVISORS LLC	$77.7M	382,665	−713,119	TRIM
92	Aberdeen Group plc	$75.8M	373,277	+5,854	ADD
93	Alyeska Investment Group, L.P.	$74.0M	364,018	−19,501	TRIM
94	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$73.0M	359,275	−5,059	TRIM
95	ADAGE CAPITAL PARTNERS GP, L.L.C.	$71.3M	350,676	+107,500	ADD
96	Quantinno Capital Management LP	$71.1M	349,827	+108,864	ADD
97	NOMURA ASSET MANAGEMENT CO LTD	$68.4M	336,494	+54,384	ADD
98	STOREBRAND ASSET MANAGEMENT AS	$68.2M	335,775	—	NO PRIOR
99	Allianz Asset Management GmbH	$64.7M	318,367	−112,187	TRIM
100	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$63.3M	311,522	+5,547	ADD
101	GUARDCAP ASSET MANAGEMENT Ltd	$63.0M	307,066	−249,843	TRIM
102	COOKE & BIELER LP	$61.9M	304,635	+304,635	NEW
103	Korea Investment CORP	$61.2M	301,183	−17,065	TRIM
104	NICHOLS & PRATT ADVISERS LLP /MA	$60.8M	299,302	−4,918	TRIM
105	M&T BANK CORP	$60.5M	297,685	−15,480	TRIM
106	&PARTNERS	$59.5M	292,596	+8,297	ADD
107	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$58.5M	287,714	+65,588	ADD
108	SCHRODER INVESTMENT MANAGEMENT GROUP	$57.3M	282,254	−92,094	TRIM
109	Epoch Investment Partners, Inc.	$56.9M	280,275	−99,345	TRIM
110	Zurcher Kantonalbank (Zurich Cantonalbank)	$56.8M	279,787	+279,787	NEW
111	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$56.7M	279,284	+63,841	ADD
112	NEOS Investment Management LLC	$56.7M	278,817	+54,849	ADD
113	HighTower Advisors, LLC	$54.3M	267,431	−2,612	TRIM
114	Assenagon Asset Management S.A.	$53.5M	263,280	+243,705	ADD
115	SEI INVESTMENTS CO	$51.8M	255,010	+114,170	ADD
116	J. Safra Sarasin Holding AG	$51.2M	252,058	+8,377	ADD
117	Rockefeller Capital Management L.P.	$51.0M	251,242	−7,543	TRIM
118	DANSKE BANK A/S	$50.8M	249,780	−43,673	TRIM
119	Swedbank AB	$50.0M	246,009	+172	ADD
120	CIBC Asset Management Inc	$49.6M	244,362	+9,367	ADD
121	Man Group plc	$49.0M	241,302	+52,882	ADD
122	TRUIST FINANCIAL CORP	$48.8M	240,039	−20,665	TRIM
123	GLENMEDE TRUST CO NA	$48.4M	238,196	−4,122	TRIM
124	BROWN ADVISORY INC	$47.7M	234,652	−695	TRIM
125	Alecta Tjanstepension Omsesidigt	$47.4M	233,400	0	NO CHANGE
126	ROYAL LONDON ASSET MANAGEMENT LTD	$47.3M	232,604	0	NO CHANGE
127	Cerity Partners LLC	$47.2M	232,064	−18,195	TRIM
128	Trexquant Investment LP	$46.9M	230,705	+168,047	ADD
129	BLAIR WILLIAM & CO/IL	$46.4M	228,188	−16,091	TRIM
130	BENJAMIN EDWARDS INC	$46.1M	226,830	−3,167	TRIM
131	Quadrature Capital Ltd	$45.9M	225,771	+225,771	NEW
132	BANK OF NOVA SCOTIA	$45.8M	225,299	−153,118	TRIM
133	Retirement Systems of Alabama	$45.6M	224,541	−536	TRIM
134	WELCH & FORBES LLC	$45.5M	223,960	−2,548	TRIM
135	AMERICAN CENTURY COMPANIES INC	$45.5M	223,741	−154,420	TRIM
136	APG Asset Management N.V.	$45.2M	256,455	−3,861	TRIM
137	Candriam S.C.A.	$44.7M	219,936	−82,168	TRIM
138	COMPASS CAPITAL MANAGEMENT, INC	$44.3M	218,194	+14,484	ADD
139	STATE OF WISCONSIN INVESTMENT BOARD	$44.0M	216,549	+6,662	ADD
140	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$43.4M	213,552	−19,449	TRIM
141	Chevy Chase Trust Holdings, LLC	$43.1M	212,338	−9,135	TRIM
142	Cetera Investment Advisers	$42.9M	211,260	−8,289	TRIM
143	ABSHER WEALTH MANAGEMENT, LLC	$42.1M	207,213	+207,213	NEW
144	KLP KAPITALFORVALTNING AS	$41.9M	204,579	+4,160	ADD
145	Henshaw Capital LLC	$41.2M	202,692	—	NO PRIOR
146	Vanguard Investments Australia, Ltd.	$41.0M	201,888	—	NO PRIOR
147	Sterling Capital Management LLC	$40.8M	201,016	−31,818	TRIM
148	JUPITER ASSET MANAGEMENT LTD	$40.1M	197,950	+13,858	ADD
149	PRUDENTIAL FINANCIAL INC	$39.7M	195,512	−80,407	TRIM
150	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$39.6M	194,968	+82,030	ADD
151	Asset Management One Co., Ltd.	$38.0M	187,249	−383	TRIM
152	Focus Partners Wealth	$37.8M	185,700	+19,709	ADD
153	KEYBANK NATIONAL ASSOCIATION/OH	$37.2M	183,091	−7,474	TRIM
154	Camrose Capital Investment Partners LLP	$36.9M	181,639	+10,226	ADD
155	Value Partners Investments Inc.	$36.9M	181,280	+181,280	NEW
156	DEARBORN PARTNERS LLC	$35.7M	175,647	−10,571	TRIM
157	Aware Super Pty Ltd as trustee of Aware Super	$35.0M	172,297	—	NO PRIOR
158	GUGGENHEIM CAPITAL LLC	$34.5M	169,720	−37,477	TRIM
159	TUDOR INVESTMENT CORP ET AL	$34.2M	168,432	+71,751	ADD
160	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$33.7M	165,200	−72,837	TRIM
161	Gotham Asset Management, LLC	$33.7M	165,674	+65,051	ADD
162	CONNING INC.	$33.3M	164,051	+36,630	ADD
163	Tandem Investment Advisors, Inc.	$33.3M	163,827	−166,214	TRIM
164	COMMONWEALTH EQUITY SERVICES, LLC	$33.0M	162,172	−10,214	TRIM
165	TEACHER RETIREMENT SYSTEM OF TEXAS	$32.8M	161,261	−96,126	TRIM
166	DnB Asset Management AS	$32.7M	160,950	+8,253	ADD
167	Empowered Funds, LLC	$31.9M	157,142	+157,142	NEW
168	NISA INVESTMENT ADVISORS, LLC	$31.0M	151,443	−15,497	TRIM
169	GATEWAY INVESTMENT ADVISERS LLC	$30.1M	148,190	−29,431	TRIM
170	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$30.0M	147,610	+17,326	ADD
171	KCM INVESTMENT ADVISORS LLC	$29.8M	146,873	−21,505	TRIM
172	Pinnacle Financial Partners, Inc.	$29.3M	143,982	−2,100	TRIM
173	ZACKS INVESTMENT MANAGEMENT	$29.2M	143,888	+2,007	ADD
174	Allworth Financial LP	$28.9M	142,220	+3,214	ADD
175	Freestone Grove Partners LP	$28.8M	141,784	+141,784	NEW
176	Dundas Partners LLP	$28.7M	141,280	−1,254	TRIM
177	CACTI ASSET MANAGEMENT LLC	$28.5M	140,162	0	NO CHANGE
178	Resona Asset Management Co.,Ltd.	$28.4M	139,242	+4,172	ADD
179	State of New Jersey Common Pension Fund D	$27.9M	137,465	0	NO CHANGE
180	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$27.9M	136,060	+5,704	ADD
181	Hemenway Trust Co LLC	$27.8M	136,950	−2,940	TRIM
182	Eurizon Capital SGR S.p.A.	$27.4M	134,616	−3,971	TRIM
183	MACQUARIE GROUP LTD	$27.3M	134,202	+59,411	ADD
184	SMITH CHAS P & ASSOCIATES PA CPAS	$26.9M	132,346	+29,875	ADD
185	Mariner, LLC	$26.9M	132,190	−26,771	TRIM
186	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$26.6M	130,887	−72,959	TRIM
187	Haverford Trust Co	$26.5M	130,290	−111,458	TRIM
188	LAZARD ASSET MANAGEMENT LLC	$26.5M	130,279	+96,041	ADD
189	Lansforsakringar Fondforvaltning AB (publ)	$26.4M	129,746	−739	TRIM
190	Tredje AP-fonden	$25.8M	127,155	+127,155	NEW
191	Vontobel Holding Ltd.	$25.8M	127,072	+1,154	ADD
192	Marble Harbor Investment Counsel, LLC	$25.8M	127,061	+500	ADD
193	TORONTO DOMINION BANK	$25.6M	125,902	−155,344	TRIM
194	MAIRS & POWER INC	$25.3M	124,436	+13,655	ADD
195	COERENTE CAPITAL MANAGEMENT	$24.9M	122,480	+27,643	ADD
196	SEB Asset Management AB	$24.8M	122,148	—	NO PRIOR
197	MERCER GLOBAL ADVISORS INC /ADV	$24.4M	119,948	+6,005	ADD
198	Creative Planning	$24.4M	119,911	−9,647	TRIM
199	XPONANCE LLC	$24.2M	119,198	+8,952	ADD
200	Kepler Cheuvreux (Suisse) SA	$23.9M	117,661	−14,936	TRIM
201	STATE OF MICHIGAN RETIREMENT SYSTEM	$23.8M	116,903	−700	TRIM
202	OSAIC HOLDINGS, INC.	$23.7M	116,337	−5,502	TRIM
203	America First Investment Advisors, LLC	$23.3M	114,520	+28,278	ADD
204	NISSAY ASSET MANAGEMENT CORP /JAPAN	$23.3M	114,516	+3,154	ADD
205	EP Wealth Advisors, LLC	$23.2M	114,345	+7,478	ADD
206	KANAWHA CAPITAL MANAGEMENT LLC	$23.1M	113,768	+508	ADD
207	VOYA INVESTMENT MANAGEMENT LLC	$23.1M	113,662	+2,596	ADD
208	Distillate Capital Partners LLC	$22.9M	112,899	+40,255	ADD
209	MetLife Investment Management, LLC	$22.5M	110,966	−4,257	TRIM
210	Arizona State Retirement System	$22.5M	110,811	−3,241	TRIM
211	COMMERCE BANK	$22.3M	109,881	−653	TRIM
212	First Long Island Investors, LLC	$22.3M	109,717	−82,299	TRIM
213	Czech National Bank	$22.3M	109,658	+3,025	ADD
214	NATIXIS	$22.1M	108,911	+56,716	ADD
215	Troy Asset Management Ltd	$21.9M	107,694	−9,606	TRIM
216	HOWLAND CAPITAL MANAGEMENT LLC	$21.7M	106,094	+9,544	ADD
217	MAI Capital Management	$21.7M	106,914	−3,486	TRIM
218	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$21.7M	106,791	−21,052	TRIM
219	Calamos Advisors LLC	$21.6M	106,505	+10,679	ADD
220	JENSEN INVESTMENT MANAGEMENT INC	$21.3M	104,897	−528,866	TRIM
221	Aquatic Capital Management LLC	$21.2M	104,379	+104,379	NEW
222	NewEdge Advisors, LLC	$20.7M	102,024	+102,024	NEW
223	AGF MANAGEMENT LTD	$19.2M	94,463	+70,769	ADD
224	JACOBS LEVY EQUITY MANAGEMENT, INC	$19.1M	94,049	−279,822	TRIM
225	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$19.1M	93,793	−284	TRIM
226	FIDUCIARY TRUST CO	$19.0M	93,308	−6,123	TRIM
227	PRUDENTIAL PLC	$18.9M	92,929	+5,237	ADD
228	Ensign Peak Advisors, Inc	$18.8M	92,425	+156	ADD
229	BRADLEY FOSTER & SARGENT INC/CT	$18.6M	91,748	−13,730	TRIM
230	Modera Wealth Management, LLC	$18.6M	91,543	−3,720	TRIM
231	CIBC WORLD MARKET INC.	$18.4M	90,570	−25,722	TRIM
232	JOHNSON INVESTMENT COUNSEL INC	$18.3M	90,026	−6,377	TRIM
233	Suncoast Equity Management	$18.3M	89,916	−9,051	TRIM
234	Tactive Advisors, LLC	$18.2M	89,607	+89,607	NEW
235	Sone Capital Management, LLC	$18.1M	89,263	+20,435	ADD
236	MEYER HANDELMAN CO	$17.9M	88,198	+3,138	ADD
237	ZEVIN ASSET MANAGEMENT LLC	$17.8M	87,378	+2,901	ADD
238	TOCQUEVILLE ASSET MANAGEMENT L.P.	$17.5M	85,925	−430	TRIM
239	Hendershot Investments Inc.	$17.2M	84,755	+4,857	ADD
240	INVESTMENT HOUSE LLC	$17.2M	84,737	−2,268	TRIM
241	Pathstone Holdings, LLC	$16.7M	81,866	−3,787	TRIM
242	Cannell & Spears LLC	$16.6M	81,542	−3,102	TRIM
243	Hardman Johnston Global Advisors LLC	$16.6M	81,484	−10,323	TRIM
244	Rafferty Asset Management, LLC	$16.4M	80,785	−2,795	TRIM
245	IFM Investors Pty Ltd	$16.4M	80,580	+2,802	ADD
246	Varma Mutual Pension Insurance Co	$16.3M	80,423	0	NO CHANGE
247	71 West Capital Partners	$16.1M	79,164	+5,944	ADD
248	BAXTER BROS INC	$16.0M	78,635	−1,170	TRIM
249	Beacon Pointe Advisors, LLC	$15.9M	78,262	−5,879	TRIM
250	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$15.8M	77,877	−47,374	TRIM
251	LBP AM SA	$15.8M	77,746	−4,623	TRIM
252	UniSuper Management Pty Ltd	$15.7M	77,085	−10,979	TRIM
253	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$15.6M	76,610	+76,610	NEW
254	USS Investment Management Ltd	$15.5M	76,079	+7,191	ADD
255	EASTERN BANK	$15.4M	75,682	−12,442	TRIM
256	Skandinaviska Enskilda Banken AB (publ)	$15.2M	74,730	−97,801	TRIM
257	YOUSIF CAPITAL MANAGEMENT, LLC	$15.1M	74,378	−40	TRIM
258	Graham Capital Management, L.P.	$15.1M	74,299	+34,328	ADD
259	Vanguard Personalized Indexing Management, LLC	$14.9M	73,285	−1,050	TRIM
260	Steward Partners Investment Advisory, LLC	$14.7M	72,364	−10,546	TRIM
261	Ethic Inc.	$14.5M	71,353	−4,254	TRIM
262	HITE Hedge Asset Management LLC	$14.3M	70,578	+70,578	NEW
263	MATHER GROUP, LLC.	$14.2M	70,060	+53,797	ADD
264	SAYBROOK CAPITAL /NC	$14.2M	69,979	−1,005	TRIM
265	Andra AP-fonden	$14.2M	69,689	+27,449	ADD
266	EXCHANGE TRADED CONCEPTS, LLC	$14.0M	68,993	+53,231	ADD
267	Wealthfront Advisers LLC	$14.0M	68,727	+14,112	ADD
268	REGIONS FINANCIAL CORP	$13.9M	68,429	−2,272	TRIM
269	1832 Asset Management L.P.	$13.7M	67,317	−9,479	TRIM
270	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$13.6M	66,778	+6,266	ADD
271	JGP Wealth Management, LLC	$13.5M	66,418	+2,215	ADD
272	FEDERATED HERMES, INC.	$13.4M	65,825	+56,512	ADD
273	Utah Retirement Systems	$13.3M	65,562	−1,763	TRIM
274	KING LUTHER CAPITAL MANAGEMENT CORP	$13.3M	65,245	−4,442	TRIM
275	PUBLIC SECTOR PENSION INVESTMENT BOARD	$13.1M	64,666	+12,182	ADD
276	Crossmark Global Holdings, Inc.	$12.9M	63,482	—	NO PRIOR
277	Palisade Asset Management, LLC	$12.8M	63,213	+1,226	ADD
278	Running Oak Capital LLC	$12.7M	62,334	+7,150	ADD
279	FLOSSBACH VON STORCH SE	$12.6M	61,878	+56,201	ADD
280	QRG CAPITAL MANAGEMENT, INC.	$12.4M	60,970	+10,503	ADD
281	Segment Wealth Management, LLC	$12.3M	60,301	+1,427	ADD
282	Elo Mutual Pension Insurance Co	$12.2M	59,929	+2,150	ADD
283	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$12.0M	58,982	+8,170	ADD
284	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$11.9M	58,572	−47,337	TRIM
285	Evelyn Partners Investment Management Services Ltd	$11.9M	58,379	−1,695	TRIM
286	ASR Vermogensbeheer N.V.	$11.7M	57,528	+1,001	ADD
287	Point72 Asset Management, L.P.	$11.5M	56,707	+56,707	NEW
288	CHOREO, LLC	$11.5M	56,197	+1,700	ADD
289	DAVENPORT & Co LLC	$11.5M	56,475	−6,379	TRIM
290	Heathbridge Capital Management Ltd.	$11.5M	56,465	+26,375	ADD
291	CREDIT AGRICOLE S A	$11.5M	56,398	−183,207	TRIM
292	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$11.3M	55,743	−16,141	TRIM
293	Broderick Brian C	$11.2M	55,341	+3,043	ADD
294	Tidal Investments LLC	$11.1M	54,660	+54,660	NEW
295	Evercore Wealth Management, LLC	$11.1M	54,432	−571	TRIM
296	TCV Trust & Wealth Management, Inc.	$10.9M	53,683	−1,308	TRIM
297	Janus Henderson Group Ltd.	$10.9M	53,557	+1,930	ADD
298	SHELTON CAPITAL MANAGEMENT	$10.9M	53,416	−4,670	TRIM
299	Raub Brock Capital Management LP	$10.8M	53,263	−3,271	TRIM
300	S.E.E.D. Planning Group LLC	$10.8M	52,963	+9,206	ADD
301	Allspring Global Investments Holdings, LLC	$10.7M	53,157	+5,714	ADD
302	FORA Capital, LLC	$10.7M	52,665	+52,665	NEW
303	OCCUDO QUANTITATIVE STRATEGIES LP	$10.6M	50,247	−210	TRIM
304	Sumitomo Mitsui DS Asset Management Company, Ltd	$10.6M	52,114	−6,698	TRIM
305	Accredited Investors Inc.	$10.5M	51,842	−428	TRIM
306	AIA Group Ltd	$10.4M	51,426	+22,310	ADD
307	Squarepoint Ops LLC	$10.4M	51,335	+40,557	ADD
308	TCTC Holdings, LLC	$10.4M	51,224	+15,918	ADD
309	NORTHSTAR ASSET MANAGEMENT INC	$10.4M	51,131	−5,014	TRIM
310	Generali Asset Management SPA SGR	$10.4M	51,112	+3,710	ADD
311	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$10.3M	50,923	+547	ADD
312	Ascent Wealth Partners, LLC	$10.3M	50,784	+918	ADD
313	BANQUE PICTET & CIE SA	$10.2M	50,152	+2,336	ADD
314	Kidder Stephen W	$10.2M	50,151	−362	TRIM
315	Cresset Asset Management, LLC	$10.2M	49,729	+10,733	ADD
316	Dash Acquisitions Inc.	$10.1M	50,072	+2,289	ADD
317	VAN STRUM & TOWNE INC.	$10.1M	49,526	+508	ADD
318	Equitable Holdings, Inc.	$10.0M	41,316	+18,464	ADD
319	MATTERN CAPITAL MANAGEMENT, LLC	$10.0M	49,385	+12,897	ADD
320	Rossmore Private Capital	$10.0M	48,783	0	NO CHANGE
321	Stratos Wealth Partners, LTD.	$10.0M	48,974	−10,105	TRIM
322	FIRST MANHATTAN CO. LLC.	$9.9M	48,465	−11,385	TRIM
323	GUYASUTA INVESTMENT ADVISORS INC	$9.8M	48,406	−2,138	TRIM
324	OPPENHEIMER & CO INC	$9.7M	47,956	+47,956	NEW
325	HFR Wealth Management, LLC	$9.7M	47,721	−591	TRIM
326	MML INVESTORS SERVICES, LLC	$9.6M	47,390	−14,379	TRIM
327	Choate Investment Advisors	$9.5M	46,899	−805	TRIM
328	Act Two Investors LLC	$9.5M	46,829	+46,829	NEW
329	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$9.5M	46,796	+673	ADD
330	HB Wealth Management, LLC	$9.5M	46,674	+907	ADD
331	FARMERS & MERCHANTS INVESTMENTS INC	$9.4M	46,136	−462	TRIM
332	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$9.4M	46,058	−200	TRIM
333	Atria Investments, Inc	$9.4M	46,052	−12,723	TRIM
334	Connor, Clark & Lunn Investment Management Ltd.	$9.3M	45,790	−177,980	TRIM
335	Atlantic Union Bankshares Corp	$9.3M	45,693	−914	TRIM
336	BAR HARBOR WEALTH MANAGEMENT	$9.2M	45,316	−1,077	TRIM
337	Norinchukin Bank, The	$9.2M	45,037	+1,161	ADD
338	PITTENGER & ANDERSON INC	$9.1M	44,857	−3,719	TRIM
339	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$9.1M	44,849	+44,849	NEW
340	SOMERVILLE KURT F	$9.1M	44,774	−25,163	TRIM
341	Cardinal Capital Management	$9.1M	44,271	+44,271	NEW
342	BLI - Banque de Luxembourg Investments	$9.0M	35,400	+35,400	NEW
343	OP Asset Management Ltd	$8.9M	43,695	—	NO PRIOR
344	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$8.8M	43,557	−7,630	TRIM
345	Concurrent Investment Advisors, LLC	$8.8M	43,501	−3,116	TRIM
346	Federation des caisses Desjardins du Quebec	$8.8M	43,453	−22,971	TRIM
347	Biondo Investment Advisors, LLC	$8.8M	43,241	+1,551	ADD
348	Lido Advisors, LLC	$8.8M	42,928	−14,713	TRIM
349	Penobscot Investment Management Company, Inc.	$8.8M	43,112	−2,668	TRIM
350	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$8.7M	42,839	−601	TRIM
351	FIL Ltd	$8.6M	42,390	−88,784	TRIM
352	HM PAYSON & CO	$8.4M	41,562	−93	TRIM
353	Madison Asset Management, LLC	$8.4M	41,275	−29,391	TRIM
354	NOMURA HOLDINGS INC	$8.4M	41,212	+17,221	ADD
355	Visionary Wealth Advisors	$8.3M	40,754	+12,572	ADD
356	Hamilton Point Investment Advisors, LLC	$8.2M	39,895	−217	TRIM
357	Delaney Dennis R	$8.1M	40,041	+12,690	ADD
358	PUZO MICHAEL J	$8.1M	39,946	−990	TRIM
359	Aptus Capital Advisors, LLC	$8.1M	39,792	+26,270	ADD
360	Northwest & Ethical Investments L.P.	$7.9M	39,039	−1,241	TRIM
361	Clearstead Advisors, LLC	$7.8M	38,251	−2,167	TRIM
362	Snowden Capital Advisors LLC	$7.7M	37,354	−6,858	TRIM
363	R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC	$7.6M	37,650	0	NO CHANGE
364	Quantbot Technologies LP	$7.6M	37,287	−12,404	TRIM
365	MONARCH CAPITAL MANAGEMENT INC	$7.6M	36,937	+1,639	ADD
366	NBT BANK, N.A.	$7.5M	37,068	−1,607	TRIM
367	DIVERSIFY WEALTH MANAGEMENT, LLC	$7.5M	34,994	+18,398	ADD
368	AXXCESS WEALTH MANAGEMENT, LLC	$7.5M	36,743	+953	ADD
369	STEPHENS INC /AR/	$7.4M	36,128	+1,576	ADD
370	Evelyn Partners Asset Management Ltd	$7.4M	36,278	+837	ADD
371	Merit Financial Group, LLC	$7.4M	36,209	+11,087	ADD
372	CAMBIENT FAMILY OFFICE, LLC	$7.3M	35,795	−427	TRIM
373	Granite Investment Partners, LLC	$7.3M	35,937	−2,164	TRIM
374	Eurizon SLJ Capital Ltd	$7.3M	35,544	−671	TRIM
375	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$7.2M	35,578	−199,673	TRIM
376	Vident Advisory, LLC	$7.1M	35,046	−16,733	TRIM
377	Pictet North America Advisors SA	$7.0M	34,587	−3,401	TRIM
378	NLB Skladi, upravljanje premozenja, d.o.o.	$7.0M	34,487	−1,589	TRIM
379	Voleon Capital Management LP	$7.0M	34,376	+463	ADD
380	CARDEROCK CAPITAL MANAGEMENT INC	$7.0M	34,373	+866	ADD
381	ING GROEP NV	$6.9M	34,128	−31,069	TRIM
382	DONALDSON CAPITAL MANAGEMENT, LLC	$6.8M	33,656	−3,452	TRIM
383	Advisors Asset Management, Inc.	$6.8M	33,536	+200	ADD
384	Monte Financial Group, LLC	$6.8M	33,243	+14,435	ADD
385	ALPS ADVISORS INC	$6.8M	33,233	−1,406	TRIM
386	Kestra Advisory Services, LLC	$6.7M	33,147	−4,635	TRIM
387	Meiji Yasuda Asset Management Co Ltd.	$6.7M	33,077	+4,473	ADD
388	Clark & Stuart, Inc	$6.7M	32,583	+18,092	ADD
389	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$6.6M	32,629	+19,556	ADD
390	FIRST NATIONAL TRUST CO	$6.5M	31,862	−15,109	TRIM
391	Cornerstone Wealth Group, LLC	$6.4M	31,604	+734	ADD
392	Investment Management Corp of Ontario	$6.4M	31,436	−29,520	TRIM
393	CENTRAL TRUST Co	$6.4M	31,356	+81	ADD
394	GHP Investment Advisors, Inc.	$6.4M	31,272	+237	ADD
395	IMC-Chicago, LLC	$6.3M	30,994	+19,799	ADD
396	Azimuth Capital Investment Management LLC	$6.3M	30,795	+435	ADD
397	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$6.3M	30,774	−66	TRIM
398	Avanza Fonder AB	$6.2M	30,645	−438	TRIM
399	Columbus Macro, LLC	$6.2M	30,382	−1,189	TRIM
400	Richard C. Young & CO., LTD.	$6.1M	30,019	−34,084	TRIM
401	ALLIANZ SE	$6.1M	30,000	−1,025	TRIM
402	RWA WEALTH PARTNERS, LLC	$6.1M	29,849	−170	TRIM
403	KESTRA PRIVATE WEALTH SERVICES, LLC	$6.1M	29,841	+79	ADD
404	Kingsview Wealth Management, LLC	$6.0M	29,677	−304	TRIM
405	PROFUND ADVISORS LLC	$6.0M	29,625	−5,878	TRIM
406	Y-Intercept (Hong Kong) Ltd	$6.0M	29,611	+29,611	NEW
407	BOWEN HANES & CO INC	$5.9M	29,263	−18,804	TRIM
408	ROCKLAND TRUST CO	$5.9M	29,228	−2,942	TRIM
409	Callan Family Office, LLC	$5.8M	28,639	+4,460	ADD
410	1ST SOURCE BANK	$5.8M	28,541	−581	TRIM
411	Notis-McConarty Edward	$5.8M	28,463	−141	TRIM
412	Inspire Investing, LLC	$5.7M	28,224	+17,976	ADD
413	MARTINGALE ASSET MANAGEMENT L P	$5.7M	27,959	−23,760	TRIM
414	Schonfeld Strategic Advisors LLC	$5.7M	27,923	+12,923	ADD
415	NEW ENGLAND ASSET MANAGEMENT INC	$5.7M	27,840	+27,840	NEW
416	CWM, LLC	$5.6M	27,519	+1,583	ADD
417	PINNACLE ASSOCIATES LTD	$5.6M	27,499	−4,060	TRIM
418	Siemens Fonds Invest GmbH	$5.5M	27,006	+938	ADD
419	Prospera Financial Services Inc	$5.5M	26,911	+5,025	ADD
420	Sentry LLC	$5.4M	26,667	−1,244	TRIM
421	Global X Japan Co., Ltd.	$5.4M	26,457	+1,336	ADD
422	PARK NATIONAL CORP /OH/	$5.4M	26,341	−899	TRIM
423	CLOVERFIELDS CAPITAL GROUP, LP	$5.3M	26,279	−511	TRIM
424	Birch Hill Investment Advisors LLC	$5.3M	26,263	−1,305	TRIM
425	Woodline Partners LP	$5.3M	26,221	+769	ADD
426	World Investment Advisors	$5.3M	26,108	−1,954	TRIM
427	Wilmington Savings Fund Society, FSB	$5.3M	25,892	+700	ADD
428	Douglass Winthrop Advisors, LLC	$5.2M	25,817	−1,270	TRIM
429	ELEVATION POINT WEALTH PARTNERS, LLC	$5.2M	25,496	+6,681	ADD
430	WESTPAC BANKING CORP	$5.2M	25,634	−394	TRIM
431	ABN AMRO INVESTMENT SOLUTIONS	$5.2M	25,609	+2,222	ADD
432	Sky Investment Group LLC	$5.1M	25,262	+1,107	ADD
433	ASSETMARK, INC	$5.1M	25,074	+5,057	ADD
434	Marks Group Wealth Management, Inc	$5.1M	25,053	−596	TRIM
435	William Allan Corp	$5.1M	25,041	+223	ADD
436	INTECH INVESTMENT MANAGEMENT LLC	$5.1M	25,027	+604	ADD
437	MASTERINVEST Kapitalanlage GmbH	$5.1M	24,894	−107	TRIM
438	Vestmark Advisory Solutions, Inc.	$5.0M	24,784	+834	ADD
439	DT Investment Partners, LLC	$4.9M	24,345	−1,269	TRIM
440	MIZUHO SECURITIES USA LLC	$4.9M	24,342	−5,107	TRIM
441	DAVIS R M INC	$4.9M	24,014	−436	TRIM
442	AE Wealth Management LLC	$4.9M	24,133	+978	ADD
443	Osmosis Investment Management UK Ltd	$4.9M	23,698	−1,044	TRIM
444	Counterpoint Mutual Funds LLC	$4.8M	23,473	+23,473	NEW
445	Elefante Mark B	$4.8M	23,424	+3,516	ADD
446	Kintegral Advisory, LLC	$4.8M	23,193	−1,028	TRIM
447	Plato Investment Management Ltd	$4.8M	23,365	−18	TRIM
448	PINKERTON WEALTH, LLC	$4.7M	18,436	−222	TRIM
449	Cyndeo Wealth Partners, LLC	$4.7M	23,248	−4,379	TRIM
450	Ameritas Investment Partners, Inc.	$4.7M	23,200	+120	ADD
451	CAISSE DES DEPOTS ET CONSIGNATIONS	$4.7M	23,192	0	NO CHANGE
452	FLPUTNAM INVESTMENT MANAGEMENT CO	$4.7M	23,159	−4,650	TRIM
453	CULBERTSON A N & CO INC	$4.7M	23,113	−860	TRIM
454	SPRING CAPITAL MANAGEMENT, LLC	$4.7M	23,027	+77	ADD
455	LETSON INVESTMENT MANAGEMENT, INC.	$4.7M	22,911	+2,716	ADD
456	HARTFORD INVESTMENT MANAGEMENT CO	$4.7M	22,897	−427	TRIM
457	Sustainable Insight Capital Management, LLC	$4.7M	22,889	+6,520	ADD
458	GLOBALT Investments LLC / GA	$4.6M	22,847	−896	TRIM
459	Groupe la Francaise	$4.6M	22,762	+2,225	ADD
460	Laird Norton Wetherby Trust Company, LLC	$4.6M	22,237	+146	ADD
461	FRG Family Wealth Advisors LLC	$4.5M	22,373	−2,171	TRIM
462	PENINSULA ASSET MANAGEMENT INC	$4.5M	22,333	+1,080	ADD
463	CITIZENS FINANCIAL GROUP INC/RI	$4.5M	22,101	−1,736	TRIM
464	KKM Financial LLC	$4.5M	17,470	0	NO CHANGE
465	Savant Capital, LLC	$4.5M	22,029	+3,094	ADD
466	WINTON GROUP Ltd	$4.5M	22,011	+22,011	NEW
467	OMERS ADMINISTRATION Corp	$4.3M	21,330	+4,263	ADD
468	SHERMAN PORFOLIOS, LLC	$4.3M	21,183	+4,270	ADD
469	Livforsakringsbolaget Skandia, Omsesidigt	$4.3M	21,159	+1,700	ADD
470	Tower Research Capital LLC (TRC)	$4.3M	20,932	−11,982	TRIM
471	WINDWARD CAPITAL MANAGEMENT CO /CA	$4.2M	20,560	−131	TRIM
472	Freestone Capital Holdings, LLC	$4.2M	20,515	+1,721	ADD
473	Maryland State Retirement & Pension System	$4.1M	20,317	0	NO CHANGE
474	Banque Cantonale Vaudoise	$4.1M	20,286	+3,493	ADD
475	Procyon Advisors, LLC	$4.1M	20,053	−139	TRIM
476	Stokes Capital Advisors, LLC	$4.1M	20,049	−4,718	TRIM
477	Sawyer & Company, Inc	$4.1M	20,034	−118	TRIM
478	Metis Global Partners, LLC	$4.0M	19,775	−1,132	TRIM
479	UMB Bank, n.a.	$4.0M	19,728	−19,396	TRIM
480	Orion Porfolio Solutions, LLC	$3.9M	19,428	−795	TRIM
481	BAILARD, INC.	$3.9M	19,344	−568	TRIM
482	STANCE CAPITAL LLC	$3.9M	19,284	+3,191	ADD
483	BONTEMPO OHLY CAPITAL MGMT LLC	$3.9M	19,267	+3,231	ADD
484	Avior Wealth Management, LLC	$3.9M	19,184	+7,094	ADD
485	ABC ARBITRAGE SA	$3.9M	19,124	+19,124	NEW
486	Machina Capital S.A.S.	$3.8M	18,946	+18,946	NEW
487	CI INVESTMENTS INC.	$3.8M	18,902	+23	ADD
488	Waverly Advisors, LLC	$3.8M	18,874	−307	TRIM
489	Perigon Wealth Management, LLC	$3.8M	18,820	+185	ADD
490	BERKSHIRE ASSET MANAGEMENT LLC/PA	$3.8M	18,727	−1,877	TRIM
491	LOWE BROCKENBROUGH & CO INC	$3.8M	18,676	−35	TRIM
492	Vise Technologies, Inc.	$3.8M	14,616	0	NO CHANGE
493	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.8M	18,463	+744	ADD
494	TD Waterhouse Canada Inc.	$3.8M	18,673	+4,459	ADD
495	Dai-ichi Life Insurance Company, Ltd	$3.7M	18,355	−353	TRIM
496	MidFirst Bank	$3.7M	18,322	+2,704	ADD
497	MOODY LYNN LIEBERSON & WALKER, LLC	$3.7M	18,186	−104	TRIM
498	R.H. Investment Group, LLC	$3.7M	18,309	+640	ADD
499	Private Advisor Group, LLC	$3.7M	18,079	−8,174	TRIM
500	BRADY FAMILY WEALTH, LLC	$3.7M	18,016	+1,102	ADD

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

Congress ↔ notable managers · ADP

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 1 Richard McCormick R–GA-7 $1K–$15K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Tudor Investment Corp, Gotham Asset Management, Caxton Associates $70.8M held
Trimming: 2 Fundsmith, Bridgewater Associates $783M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · AUTOMATIC DATA PROCESSING

Merged timeline of congressional filings and notable-manager moves on ADP
Date	Who	Change	Size
2026-08-14	Richard McCormick Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	ADD	+71,751 sh
2026-05-15	Gotham Asset Management 13F	ADD	+65,051 sh
2026-05-15	Fundsmith 13F	TRIM	−322,864 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−52,121 sh
2026-05-14	Caxton Associates 13F	NEW	+14,302 sh

7 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

28 members of Congress disclosed ADP — the congressional view ↗

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).