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 ↗

AMERICAN TOWER CORP · COM · quarter ended 2026-03-31 · 35 members disclosed AMT ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,357 holders are listed, largest first: 1,357
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $63.4B
holders whose share count rose or who opened the position (new + add), by shares: 659
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 153

Holders — quarter ended 2026-03-31

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

13F holders of AMT ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$7.8B	44,954,137	+919,381	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$5.2B	30,362,380	—	NO PRIOR
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$4.8B	27,596,159	—	NO PRIOR
4	STATE STREET CORP	$3.7B	21,434,609	+447,075	ADD
5	GEODE CAPITAL MANAGEMENT, LLC	$2.4B	13,933,628	+434,593	ADD
6	FMR LLC	$2.0B	11,317,048	−701,791	TRIM
7	MORGAN STANLEY	$1.7B	9,583,923	−223,728	TRIM
8	DEUTSCHE BANK AG\	$1.3B	7,769,353	+860,052	ADD
9	LAZARD ASSET MANAGEMENT LLC	$1.3B	7,325,743	+1,240,780	ADD
10	Invesco Ltd.	$1.3B	7,275,230	+327,040	ADD
11	PRINCIPAL FINANCIAL GROUP INC	$1.0B	5,914,591	−123,470	TRIM
12	DIMENSIONAL FUND ADVISORS LP	$1.0B	5,811,041	−472,089	TRIM
13	Capital World Investors	$978M	5,667,888	+1,446,797	ADD
14	NORTHERN TRUST CORP	$922M	5,339,734	−13,270	TRIM
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$904M	5,240,288	+138,219	ADD
16	Legal & General Group Plc	$833M	4,825,921	−47,774	TRIM
17	BANK OF AMERICA CORP /DE/	$779M	4,511,662	+566,899	ADD
18	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$749M	4,339,494	+84,767	ADD
19	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$724M	4,195,978	−73,166	TRIM
20	Capital Research Global Investors	$708M	4,103,353	+180,765	ADD
21	Nuveen, LLC	$671M	3,889,182	−83,466	TRIM
22	Amundi	$661M	3,830,533	+663,976	ADD
23	Clearbridge Investments, LLC	$636M	3,685,476	+450,496	ADD
24	WELLS FARGO & COMPANY/MN	$604M	3,501,851	+490,355	ADD
25	UBS Group AG	$602M	3,488,057	−246,864	TRIM
26	FRANKLIN RESOURCES INC	$577M	3,343,526	−1,994,873	TRIM
27	AMERIPRISE FINANCIAL INC	$571M	3,310,593	−729,744	TRIM
28	Bank of New York Mellon Corp	$479M	2,773,447	+57,595	ADD
29	FEDERATED HERMES, INC.	$476M	2,756,058	+2,164,353	ADD
30	VANGUARD FIDUCIARY TRUST CO	$466M	2,699,678	—	NO PRIOR
31	CANADA PENSION PLAN INVESTMENT BOARD	$412M	2,386,605	+189,332	ADD
32	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$400M	2,315,919	−190,650	TRIM
33	NORDEA INVESTMENT MANAGEMENT AB	$350M	2,044,852	+301,531	ADD
34	Fisher Asset Management, LLC	$300M	1,736,413	−43,120	TRIM
35	ROYAL BANK OF CANADA	$284M	1,645,003	+179,600	ADD
36	CANTILLON CAPITAL MANAGEMENT LLC	$278M	1,612,473	−218,052	TRIM
37	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$274M	1,585,600	+151,112	ADD
38	HSBC HOLDINGS PLC	$271M	1,572,977	−1,853,559	TRIM
39	RAYMOND JAMES FINANCIAL INC	$268M	1,551,441	+547,468	ADD
40	National Pension Service	$265M	1,533,703	+1,533,703	NEW
41	Magellan Asset Management Ltd	$259M	1,503,296	+431,517	ADD
42	Swiss National Bank	$237M	1,373,900	+90,800	ADD
43	CIBC Bancorp USA Inc.	$234M	1,358,233	—	NO PRIOR
44	AMERICAN CENTURY COMPANIES INC	$233M	1,349,347	−616,861	TRIM
45	TWO SIGMA INVESTMENTS, LP	$212M	1,226,889	+10,465	ADD
46	Sumitomo Mitsui Trust Group, Inc.	$211M	1,220,578	+1,428	ADD
47	Point72 Asset Management, L.P.	$208M	1,205,312	+1,127,463	ADD
48	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$201M	1,166,809	+534,134	ADD
49	Capital International Investors	$197M	1,143,814	−2,727,554	TRIM
50	D. E. Shaw & Co., Inc.	$195M	1,131,650	−245,831	TRIM
51	M&G Plc	$193M	1,115,542	+40,411	ADD
52	Heard Capital LLC	$192M	1,112,105	−50,335	TRIM
53	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	$192M	1,110,227	+321,307	ADD
54	Mitsubishi UFJ Asset Management Co., Ltd.	$184M	1,065,693	+73,315	ADD
55	ENVESTNET ASSET MANAGEMENT INC	$178M	1,033,938	+507,575	ADD
56	Vanguard Global Advisers, LLC	$177M	1,024,070	—	NO PRIOR
57	DAVENPORT & Co LLC	$176M	1,026,871	−25,250	TRIM
58	MILLENNIUM MANAGEMENT LLC	$176M	1,021,378	+504,717	ADD
59	RHUMBLINE ADVISERS	$172M	995,150	−9,067	TRIM
60	Swedbank AB	$165M	953,557	+388,823	ADD
61	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$162M	938,126	−268,264	TRIM
62	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$159M	920,890	+920,890	NEW
63	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$158M	918,264	−53,835	TRIM
64	CITADEL ADVISORS LLC	$151M	876,763	−222,898	TRIM
65	SEI INVESTMENTS CO	$150M	867,418	+63,924	ADD
66	Sarasin & Partners LLP	$149M	863,166	−37,235	TRIM
67	Aberdeen Group plc	$147M	852,623	+27,625	ADD
68	LPL Financial LLC	$147M	849,192	+314,393	ADD
69	Man Group plc	$143M	826,138	−294,624	TRIM
70	US BANCORP \DE\	$141M	816,817	−60,426	TRIM
71	VANGUARD ASSET MANAGEMENT, Ltd	$140M	812,950	—	NO PRIOR
72	STOREBRAND ASSET MANAGEMENT AS	$138M	797,602	—	NO PRIOR
73	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$137M	791,418	+224,536	ADD
74	BNP Paribas Asset Management Holding S.A.	$135M	783,649	−339,967	TRIM
75	Allianz Asset Management GmbH	$131M	760,688	−186,560	TRIM
76	WELLINGTON MANAGEMENT GROUP LLP	$129M	747,735	+15,848	ADD
77	ALLIANCEBERNSTEIN L.P.	$115M	656,026	+100,984	ADD
78	CITIGROUP INC	$109M	633,831	+18,522	ADD
79	MILFORD FUNDS LTD	$107M	621,018	−37,259	TRIM
80	AQR CAPITAL MANAGEMENT LLC	$98.4M	574,106	−884,387	TRIM
81	Corient Private Wealth LLC	$94.0M	546,827	−618,105	TRIM
82	NEW YORK STATE COMMON RETIREMENT FUND	$91.4M	529,571	+600	ADD
83	AVIVA PLC	$89.1M	516,445	+12,072	ADD
84	Mitsubishi UFJ Trust & Banking Corp	$88.6M	513,652	−27,311	TRIM
85	PRUDENTIAL FINANCIAL INC	$87.7M	507,959	+198,335	ADD
86	Douglass Winthrop Advisors, LLC	$86.8M	502,932	−5,953	TRIM
87	Ensign Peak Advisors, Inc	$83.7M	485,269	−221,671	TRIM
88	BANK OF MONTREAL /CAN/	$82.7M	479,074	−80,568	TRIM
89	Vontobel Holding Ltd.	$82.6M	478,684	−417,612	TRIM
90	BLAIR WILLIAM & CO/IL	$81.1M	470,128	−208,116	TRIM
91	Vanguard Investments Australia, Ltd.	$81.0M	469,600	—	NO PRIOR
92	Mariner, LLC	$77.3M	447,765	−24,972	TRIM
93	Maryland State Retirement & Pension System	$77.0M	446,060	−18,705	TRIM
94	ANTIPODES PARTNERS Ltd	$75.4M	436,946	+29,789	ADD
95	BALYASNY ASSET MANAGEMENT L.P.	$75.1M	435,448	+157,050	ADD
96	NATIONAL BANK OF CANADA /FI/	$72.5M	420,119	−209,513	TRIM
97	ADAGE CAPITAL PARTNERS GP, L.L.C.	$72.4M	419,405	−3,200	TRIM
98	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$72.4M	419,403	−109,255	TRIM
99	GREAT LAKES ADVISORS, LLC	$72.2M	418,335	+12,401	ADD
100	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$70.9M	410,850	−471	TRIM
101	Lansforsakringar Fondforvaltning AB (publ)	$70.3M	407,551	−964	TRIM
102	Universal- Beteiligungs- und Servicegesellschaft mbH	$69.9M	403,735	−62,071	TRIM
103	Focus Partners Wealth	$69.0M	400,249	+29,528	ADD
104	FIRST FINANCIAL BANKSHARES INC	$68.1M	394,575	+139,334	ADD
105	Pictet Asset Management Holding SA	$67.7M	392,261	−10,437	TRIM
106	Federation des caisses Desjardins du Quebec	$67.3M	390,156	+14,813	ADD
107	INTECH INVESTMENT MANAGEMENT LLC	$65.1M	376,931	+87,365	ADD
108	STIFEL FINANCIAL CORP	$64.6M	374,033	+66,861	ADD
109	Retirement Systems of Alabama	$62.2M	360,489	−724	TRIM
110	TEACHER RETIREMENT SYSTEM OF TEXAS	$59.9M	347,326	+81,321	ADD
111	Evercore Wealth Management, LLC	$59.7M	346,150	−11,366	TRIM
112	CENTERSQUARE INVESTMENT MANAGEMENT LLC	$54.6M	316,416	−37,120	TRIM
113	Alyeska Investment Group, L.P.	$52.4M	303,834	+303,834	NEW
114	PFA Pension, Forsikringsaktieselskab	$50.8M	294,273	+294,273	NEW
115	DAVIS R M INC	$49.9M	289,155	+4,008	ADD
116	MACQUARIE GROUP LTD	$49.1M	284,825	−24,697	TRIM
117	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$48.0M	262,526	−813,342	TRIM
118	Robeco Institutional Asset Management B.V.	$47.8M	276,833	+86,642	ADD
119	APG Asset Management N.V.	$46.8M	312,408	+19,616	ADD
120	DANSKE BANK A/S	$44.7M	259,178	+11,653	ADD
121	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$44.5M	257,574	−7,462	TRIM
122	STATE OF WISCONSIN INVESTMENT BOARD	$43.3M	250,695	+8,120	ADD
123	UniSuper Management Pty Ltd	$42.3M	244,990	−67,665	TRIM
124	Cetera Investment Advisers	$42.0M	243,488	+61,421	ADD
125	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$41.6M	241,142	+241,142	NEW
126	ROYAL LONDON ASSET MANAGEMENT LTD	$40.5M	234,890	−5,699	TRIM
127	Chevy Chase Trust Holdings, LLC	$40.5M	234,414	−2,965	TRIM
128	Zurcher Kantonalbank (Zurich Cantonalbank)	$40.4M	234,355	+234,355	NEW
129	ASR Vermogensbeheer N.V.	$40.1M	232,177	+6,663	ADD
130	FACTORY MUTUAL INSURANCE CO	$39.3M	227,700	+5,800	ADD
131	Perpetual Ltd	$39.1M	226,291	+29,160	ADD
132	Uniplan Investment Counsel, Inc.	$38.2M	221,379	−16,674	TRIM
133	BROOKFIELD Corp /ON/	$37.7M	218,234	+1,550	ADD
134	J. Stern & Co. LLP	$37.3M	215,977	−37,471,001	TRIM
135	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$36.8M	213,093	+9,125	ADD
136	KING LUTHER CAPITAL MANAGEMENT CORP	$36.7M	212,542	−2,544	TRIM
137	TD ASSET MANAGEMENT INC	$36.6M	212,155	+26,494	ADD
138	CIBC WORLD MARKET INC.	$36.5M	211,340	−111,475	TRIM
139	Fisher Funds Management LTD	$36.2M	209,470	−78,211	TRIM
140	M&T BANK CORP	$35.5M	205,429	−2,701	TRIM
141	State of New Jersey Common Pension Fund D	$35.4M	204,889	0	NO CHANGE
142	Asset Management One Co., Ltd.	$34.8M	201,402	−1,805	TRIM
143	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$34.6M	200,531	−8,194	TRIM
144	PACIFIC HEIGHTS ASSET MANAGEMENT LLC	$34.5M	200,000	0	NO CHANGE
145	FIRST MANHATTAN CO. LLC.	$33.7M	195,448	−5,226	TRIM
146	RWC Asset Management LLP	$33.5M	194,019	−6,925	TRIM
147	Eurizon Capital SGR S.p.A.	$33.4M	194,164	−33,566	TRIM
148	HighTower Advisors, LLC	$33.4M	193,323	+19,788	ADD
149	Allspring Global Investments Holdings, LLC	$33.2M	194,145	−153	TRIM
150	VOYA INVESTMENT MANAGEMENT LLC	$33.1M	191,921	−8,680	TRIM
151	Jain Global LLC	$33.1M	191,564	+191,564	NEW
152	Korea Investment CORP	$32.8M	190,136	−151,571	TRIM
153	Connor, Clark & Lunn Investment Management Ltd.	$32.8M	189,914	−47,228	TRIM
154	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$32.6M	188,612	+14,829	ADD
155	TORONTO DOMINION BANK	$32.3M	186,975	−450,419	TRIM
156	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$32.1M	185,930	−798	TRIM
157	Verition Fund Management LLC	$32.0M	185,666	+156,628	ADD
158	EXCHANGE TRADED CONCEPTS, LLC	$31.4M	181,980	+15,185	ADD
159	KLP KAPITALFORVALTNING AS	$30.3M	175,613	+5,900	ADD
160	NOMURA ASSET MANAGEMENT CO LTD	$28.8M	166,999	+6,141	ADD
161	CREDIT AGRICOLE S A	$28.5M	165,181	−27,471	TRIM
162	Saudi Central Bank	$28.4M	164,760	+17,086	ADD
163	TRUIST FINANCIAL CORP	$28.4M	164,675	+73,798	ADD
164	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$27.5M	159,442	−18,675	TRIM
165	Haverford Trust Co	$27.5M	159,356	+6,494	ADD
166	BARR E S & CO	$27.1M	157,042	−18,010	TRIM
167	Creative Planning	$26.9M	156,140	−5,736	TRIM
168	&PARTNERS	$26.5M	153,745	+14,446	ADD
169	B&I Capital AG	$26.5M	153,488	−25,570	TRIM
170	EASTERN BANK	$26.4M	153,091	+5,317	ADD
171	Quintet Private Bank (Europe) S.A.	$25.5M	148,038	−10,617	TRIM
172	Dana Investment Advisors, Inc.	$25.4M	147,141	+42,733	ADD
173	Calamos Advisors LLC	$25.3M	146,720	+2,571	ADD
174	NORTHEAST INVESTMENT MANAGEMENT	$24.8M	143,692	−16,074	TRIM
175	CIBC Asset Management Inc	$24.7M	142,836	+19,748	ADD
176	Baird Financial Group, Inc.	$24.6M	142,714	+142,714	NEW
177	XPONANCE LLC	$24.5M	141,976	+14,187	ADD
178	BANK OF NOVA SCOTIA	$24.5M	141,742	+32,897	ADD
179	BROWN ADVISORY INC	$24.3M	140,823	−12,214	TRIM
180	Tredje AP-fonden	$24.2M	140,370	+140,370	NEW
181	OPPENHEIMER ASSET MANAGEMENT INC.	$24.0M	138,887	+17,246	ADD
182	WORLDQUANT MILLENNIUM ADVISORS LLC	$24.0M	138,880	+12,965	ADD
183	PUBLIC SECTOR PENSION INVESTMENT BOARD	$23.0M	133,192	+13,941	ADD
184	VICTORY CAPITAL MANAGEMENT INC	$23.0M	133,000	−59,037	TRIM
185	Quantinno Capital Management LP	$22.8M	132,375	+32,877	ADD
186	NISA INVESTMENT ADVISORS, LLC	$22.8M	132,099	−27,724	TRIM
187	DF DENT & CO INC	$22.8M	131,882	−28,163	TRIM
188	FIRST TRUST ADVISORS LP	$22.7M	131,411	+70,708	ADD
189	Vert Asset Management LLC	$22.5M	130,238	+4,432	ADD
190	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$22.4M	129,985	+129,985	NEW
191	Arizona State Retirement System	$22.1M	128,319	−3,506	TRIM
192	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$22.1M	128,234	+54,250	ADD
193	Czech National Bank	$22.0M	127,498	+4,054	ADD
194	Daiwa Securities Group Inc.	$21.9M	127,006	+8,365	ADD
195	Lido Advisors, LLC	$21.8M	126,201	−16,311	TRIM
196	NEOS Investment Management LLC	$21.7M	125,591	+5,029	ADD
197	GROUPAMA ASSET MANAGMENT	$21.4M	123,868	−250	TRIM
198	Mill Capital Management, LLC	$21.3M	123,311	+329	ADD
199	STATE OF MICHIGAN RETIREMENT SYSTEM	$21.1M	122,284	−300	TRIM
200	ASSETMARK, INC	$20.9M	121,090	+32,269	ADD
201	IFM Investors Pty Ltd	$20.9M	120,850	+2,154	ADD
202	Midwest Trust Co	$20.7M	119,749	+13,413	ADD
203	ExodusPoint Capital Management, LP	$20.6M	119,359	+119,359	NEW
204	ProShare Advisors LLC	$20.3M	117,648	−24,594	TRIM
205	FIFTH THIRD BANCORP	$20.3M	117,471	+26,077	ADD
206	GUGGENHEIM CAPITAL LLC	$20.0M	115,843	+15,562	ADD
207	Destination Wealth Management	$19.5M	113,264	+15,199	ADD
208	Swiss Life Asset Management Ltd	$19.5M	113,124	+11,131	ADD
209	Squarepoint Ops LLC	$19.5M	112,969	−159,027	TRIM
210	NISSAY ASSET MANAGEMENT CORP /JAPAN	$19.3M	111,606	+4,613	ADD
211	GREENLEAF TRUST	$19.1M	110,518	−3,031	TRIM
212	Wealthfront Advisers LLC	$18.8M	109,012	+11,051	ADD
213	Advisors Asset Management, Inc.	$18.6M	107,630	−6,195	TRIM
214	SEB Asset Management AB	$18.5M	107,340	—	NO PRIOR
215	Cerity Partners LLC	$18.4M	106,738	−47,466	TRIM
216	Broad Run Investment Management, LLC	$18.2M	105,578	−4,297	TRIM
217	COMMONWEALTH EQUITY SERVICES, LLC	$18.2M	105,519	−5,487	TRIM
218	TUDOR INVESTMENT CORP ET AL	$18.1M	105,078	+55,578	ADD
219	Rockefeller Capital Management L.P.	$18.0M	104,482	−6,444	TRIM
220	Mirae Asset Global Investments Co., Ltd.	$18.0M	104,396	−1,419	TRIM
221	MAI Capital Management	$17.6M	101,998	−875	TRIM
222	DnB Asset Management AS	$17.6M	101,972	−18,368	TRIM
223	Varma Mutual Pension Insurance Co	$17.6M	101,906	0	NO CHANGE
224	Mediolanum International Funds Ltd	$17.4M	102,330	+102,330	NEW
225	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$17.4M	100,725	+100,725	NEW
226	J. Safra Sarasin Holding AG	$17.3M	100,445	+7,982	ADD
227	CHILTON CAPITAL MANAGEMENT LLC	$16.6M	96,267	+11,989	ADD
228	ANCHOR CAPITAL ADVISORS LLC	$16.4M	95,310	+32,103	ADD
229	Foresight Group Ltd Liability Partnership	$16.4M	96,189	−27,825	TRIM
230	GW HENSSLER & ASSOCIATES LTD	$16.2M	93,931	+12,195	ADD
231	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$16.0M	92,489	+14,936	ADD
232	HOWLAND CAPITAL MANAGEMENT LLC	$15.9M	92,103	−67,639	TRIM
233	NZS Capital, LLC	$15.8M	91,839	−529,738	TRIM
234	CI INVESTMENTS INC.	$15.3M	88,755	+5,271	ADD
235	Carnegie Investment Counsel	$15.1M	87,256	−29,349	TRIM
236	Pathstone Holdings, LLC	$15.0M	86,982	−1,628	TRIM
237	Pinnacle Financial Partners, Inc.	$14.9M	86,460	−851	TRIM
238	USS Investment Management Ltd	$14.9M	86,402	+1,843	ADD
239	BWCP, LP	$14.7M	84,923	+26,079	ADD
240	Aptus Capital Advisors, LLC	$14.5M	83,803	+5,546	ADD
241	SCOTIA CAPITAL INC.	$14.3M	83,043	+1,949	ADD
242	Rockbridge Asset Management LLC	$14.3M	83,010	−5,370	TRIM
243	PRUDENTIAL PLC	$14.2M	82,150	−19,815	TRIM
244	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$14.1M	81,826	+621	ADD
245	EP Wealth Advisors, LLC	$14.0M	80,953	−205,158	TRIM
246	Vinva Investment Management Ltd	$13.6M	79,608	−10,125	TRIM
247	Barton Investment Management	$13.5M	78,433	−775	TRIM
248	Utah Retirement Systems	$13.1M	76,050	−5,486	TRIM
249	Resona Asset Management Co.,Ltd.	$13.1M	76,340	+547	ADD
250	JONES FINANCIAL COMPANIES LLLP	$13.0M	75,502	−1,367	TRIM
251	HEITMAN REAL ESTATE SECURITIES LLC	$13.0M	75,189	+7,850	ADD
252	TD Waterhouse Canada Inc.	$12.7M	74,533	+8,859	ADD
253	EVERGREEN CAPITAL MANAGEMENT LLC	$12.6M	72,866	+2,173	ADD
254	Epoch Investment Partners, Inc.	$12.6M	72,850	+9,079	ADD
255	LGT Group Foundation	$12.3M	71,389	−4,596	TRIM
256	Hudson Bay Capital Management LP	$12.2M	70,420	+70,420	NEW
257	Vest Financial, LLC	$12.1M	70,123	+7,304	ADD
258	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$12.0M	69,604	+1,612	ADD
259	Sumitomo Mitsui DS Asset Management Company, Ltd	$11.9M	69,150	+3,219	ADD
260	Vantage Investment Partners, LLC	$11.9M	69,147	−91	TRIM
261	Rakuten Investment Management, Inc.	$11.8M	69,478	+7,889	ADD
262	Wallington Asset Management, LLC	$11.8M	68,560	−2,583	TRIM
263	AIA Group Ltd	$11.8M	68,285	+5,074	ADD
264	OFI INVEST ASSET MANAGEMENT	$11.8M	77,360	−57,820	TRIM
265	LBP AM SA	$11.7M	68,003	−36,395	TRIM
266	River Road Asset Management, LLC	$11.3M	65,284	−3,950	TRIM
267	UNIVEST FINANCIAL Corp	$11.2M	65,143	+20,585	ADD
268	LGT Fund Management Co Ltd.	$11.2M	64,986	+50,834	ADD
269	Allworth Financial LP	$11.1M	64,172	+312	ADD
270	JANE STREET GROUP, LLC	$10.9M	63,102	−291,434	TRIM
271	FULLER & THALER ASSET MANAGEMENT, INC.	$10.9M	63,094	−58,276	TRIM
272	STEPHENS INC /AR/	$10.7M	61,956	+638	ADD
273	Janus Henderson Group Ltd.	$10.6M	61,462	−143,618	TRIM
274	Sanctuary Advisors, LLC	$10.5M	60,932	+11,418	ADD
275	Cohen Klingenstein LLC	$10.5M	60,914	0	NO CHANGE
276	Defiance ETFs, LLC	$10.4M	60,382	+12,174	ADD
277	CABOT WEALTH MANAGEMENT INC	$10.2M	59,285	+7,898	ADD
278	Edge Wealth Management LLC	$10.2M	58,842	−1,615	TRIM
279	Skylands Capital, LLC	$10.1M	58,710	−5,020	TRIM
280	MACKENZIE FINANCIAL CORP	$9.9M	57,111	−29,011	TRIM
281	Bridgewater Associates, LP	$9.8M	56,914	−29,367	TRIM
282	TRILLIUM ASSET MANAGEMENT, LLC	$9.7M	56,388	−22,517	TRIM
283	B. Metzler seel. Sohn & Co. AG	$9.7M	56,365	+2,187	ADD
284	Northwest & Ethical Investments L.P.	$9.7M	56,335	+4,807	ADD
285	OSAIC HOLDINGS, INC.	$9.7M	55,926	−3,687	TRIM
286	Ethic Inc.	$9.6M	55,612	+7,399	ADD
287	Kingsview Wealth Management, LLC	$9.5M	54,927	+4,044	ADD
288	Adelante Capital Management LLC	$9.4M	54,289	−2,551	TRIM
289	Candriam S.C.A.	$9.4M	54,243	+2,485	ADD
290	NATIXIS	$9.4M	54,231	−67,320	TRIM
291	Soltis Investment Advisors LLC	$9.3M	53,643	+9,487	ADD
292	KEYBANK NATIONAL ASSOCIATION/OH	$9.3M	53,618	−4,812	TRIM
293	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$9.3M	53,612	0	NO CHANGE
294	SOROS CAPITAL MANAGEMENT LLC	$9.1M	52,908	+52,908	NEW
295	Vanguard Personalized Indexing Management, LLC	$9.0M	52,284	−4,100	TRIM
296	NewEdge Advisors, LLC	$9.0M	52,153	+52,153	NEW
297	Investment Management Corp of Ontario	$9.0M	51,966	−12,821	TRIM
298	GILDER GAGNON HOWE & CO LLC	$8.8M	50,802	−879	TRIM
299	AKRE CAPITAL MANAGEMENT LLC	$8.8M	50,772	−204,495	TRIM
300	MML INVESTORS SERVICES, LLC	$8.6M	50,103	+7,797	ADD
301	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$8.6M	49,792	−474	TRIM
302	FIDUCIARY TRUST CO	$8.6M	49,585	−8,370	TRIM
303	LOWE BROCKENBROUGH & CO INC	$8.5M	49,353	+3,187	ADD
304	Capital International, Inc./CA/	$8.2M	47,771	−3,892	TRIM
305	OP Asset Management Ltd	$8.2M	47,682	—	NO PRIOR
306	Quantbot Technologies LP	$8.0M	46,430	+36,474	ADD
307	Tower Research Capital LLC (TRC)	$8.0M	46,297	+12,929	ADD
308	Linscomb Wealth, Inc.	$8.0M	46,244	−7,839	TRIM
309	Socorro Asset Management LP	$7.9M	45,799	−4,718	TRIM
310	Waverly Advisors, LLC	$7.9M	45,679	+4,775	ADD
311	Snowden Capital Advisors LLC	$7.8M	45,066	+4,355	ADD
312	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$7.7M	44,656	+193	ADD
313	Andra AP-fonden	$7.7M	44,585	−79,015	TRIM
314	Signal Advisors Wealth, LLC	$7.6M	44,194	−717	TRIM
315	GLENMEDE TRUST CO NA	$7.6M	44,169	−72,127	TRIM
316	Ausbil Investment Management Ltd	$7.5M	43,872	+31,414	ADD
317	EASTERLY INVESTMENT PARTNERS LLC	$7.4M	43,162	−10,018	TRIM
318	DIVIDEND ASSETS CAPITAL, LLC	$7.4M	42,665	+6,006	ADD
319	Vanderbilt University	$7.3M	42,295	+740	ADD
320	Atria Investments, Inc	$7.3M	42,280	+17,447	ADD
321	BERNZOTT CAPITAL ADVISORS	$7.3M	42,161	+9,556	ADD
322	Aristotle Atlantic Partners, LLC	$7.2M	42,000	+2,000	ADD
323	Sone Capital Management, LLC	$7.2M	41,835	−64,542	TRIM
324	ABN AMRO INVESTMENT SOLUTIONS	$7.2M	41,610	+721	ADD
325	PARK NATIONAL CORP /OH/	$7.0M	40,737	+1,113	ADD
326	Lighthouse Investment Partners, LLC	$7.0M	40,616	+31,674	ADD
327	JENNISON ASSOCIATES LLC	$6.9M	40,250	−17,705	TRIM
328	1832 Asset Management L.P.	$6.9M	39,793	+6,820	ADD
329	Rafferty Asset Management, LLC	$6.9M	39,772	−14,731	TRIM
330	Edgestream Partners, L.P.	$6.8M	39,582	+25,821	ADD
331	Osmosis Investment Management UK Ltd	$6.8M	39,153	+10,622	ADD
332	Metis Global Partners, LLC	$6.7M	39,028	−2,526	TRIM
333	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$6.6M	38,365	+33,880	ADD
334	NICHOLAS COMPANY, INC.	$6.5M	37,795	0	NO CHANGE
335	HB Wealth Management, LLC	$6.5M	37,770	−2,244	TRIM
336	Palisade Asset Management, LLC	$6.5M	37,641	+575	ADD
337	ING GROEP NV	$6.5M	37,377	−23,124	TRIM
338	Private Advisor Group, LLC	$6.4M	37,134	−637	TRIM
339	AE Wealth Management LLC	$6.4M	37,015	+5,741	ADD
340	LEVEL FOUR ADVISORY SERVICES, LLC	$6.4M	36,938	+6,417	ADD
341	OPPENHEIMER & CO INC	$6.4M	36,874	−2,329	TRIM
342	Tidal Investments LLC	$6.3M	36,457	+10,189	ADD
343	Gotham Asset Management, LLC	$6.3M	36,289	−77,765	TRIM
344	Crossmark Global Holdings, Inc.	$6.2M	36,062	—	NO PRIOR
345	Generali Asset Management SPA SGR	$6.2M	36,038	−14,112	TRIM
346	FIL Ltd	$6.2M	35,726	−38,392	TRIM
347	MERCER GLOBAL ADVISORS INC /ADV	$6.2M	35,715	+1,341	ADD
348	ODDO BHF ASSET MANAGEMENT SAS	$6.0M	34,704	+1,402	ADD
349	Canal Capital Management, LLC	$5.9M	34,471	+15,520	ADD
350	SCHRODER INVESTMENT MANAGEMENT GROUP	$5.9M	34,432	−409	TRIM
351	COMMERCE BANK	$5.9M	34,344	+18,603	ADD
352	WEDGE CAPITAL MANAGEMENT L L P/NC	$5.9M	34,328	−14,659	TRIM
353	CWM, LLC	$5.8M	33,623	−9,905	TRIM
354	HM PAYSON & CO	$5.8M	33,575	−126	TRIM
355	ALLIANZ SE	$5.5M	32,121	−250	TRIM
356	PARSONS CAPITAL MANAGEMENT INC/RI	$5.5M	32,026	−296	TRIM
357	Evelyn Partners Investment Management LLP	$5.5M	31,721	−22,858	TRIM
358	Steward Partners Investment Advisory, LLC	$5.5M	31,608	+2,684	ADD
359	One Capital Management, LLC	$5.5M	31,595	+2,651	ADD
360	Prospect Capital Advisors, LLC	$5.4M	31,440	0	NO CHANGE
361	NFJ INVESTMENT GROUP, LLC	$5.4M	31,197	−2,870	TRIM
362	PEAK6 LLC	$5.4M	31,009	−211	TRIM
363	Ally Financial Inc.	$5.3M	31,000	0	NO CHANGE
364	XTX Topco Ltd	$5.3M	30,841	−14,163	TRIM
365	MidFirst Bank	$5.3M	30,576	+5,986	ADD
366	HARBER ASSET MANAGEMENT LLC	$5.2M	30,176	−15,657	TRIM
367	ADELL HARRIMAN & CARPENTER INC	$5.2M	29,930	+900	ADD
368	Holocene Advisors, LP	$5.2M	29,888	−1,810	TRIM
369	Y-Intercept (Hong Kong) Ltd	$5.1M	29,807	−61,341	TRIM
370	Taikang Asset Management (Hong Kong) Co Ltd	$5.1M	29,303	−901	TRIM
371	Fiduciary Group, LLC	$5.0M	29,082	−2,237	TRIM
372	SHERMAN PORFOLIOS, LLC	$5.0M	29,056	+29,056	NEW
373	IMC-Chicago, LLC	$5.0M	28,976	+28,976	NEW
374	Madison Asset Management, LLC	$4.9M	28,568	0	NO CHANGE
375	Naviter Wealth, LLC	$4.9M	28,443	+3,497	ADD
376	MIZUHO SECURITIES USA LLC	$4.9M	28,302	−5,785	TRIM
377	LDR Capital Management LLC	$4.9M	28,156	+12,659	ADD
378	Roberts Wealth Advisors, LLC	$4.6M	26,629	+9,786	ADD
379	COLDSTREAM CAPITAL MANAGEMENT INC	$4.6M	26,413	−1,280	TRIM
380	Bank Julius Baer & Co. Ltd, Zurich	$4.5M	26,651	+4,912	ADD
381	Norinchukin Bank, The	$4.5M	25,945	+220	ADD
382	Kestra Advisory Services, LLC	$4.5M	25,923	−3,071	TRIM
383	M. Kulyk & Associates, LLC	$4.5M	25,790	+1,302	ADD
384	Empowered Funds, LLC	$4.3M	25,173	+5,441	ADD
385	NOVARE CAPITAL MANAGEMENT LLC	$4.3M	25,008	−5,143	TRIM
386	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$4.2M	24,590	+250	ADD
387	Equitable Holdings, Inc.	$4.2M	24,515	+20,358	ADD
388	PANAGORA ASSET MANAGEMENT INC	$4.2M	24,339	−341,846	TRIM
389	Badgley Phelps Wealth Managers, LLC	$4.2M	24,337	−37,426	TRIM
390	BAMCO INC /NY/	$4.1M	23,709	−244,104	TRIM
391	Clearstead Advisors, LLC	$4.1M	23,600	−412	TRIM
392	SIMPLEX TRADING, LLC	$4.1M	23,508	+8,776	ADD
393	MGO ONE SEVEN LLC	$4.0M	23,332	+1,801	ADD
394	GSI Capital Advisors LLC	$4.0M	23,163	−85	TRIM
395	BAR HARBOR WEALTH MANAGEMENT	$4.0M	23,125	+651	ADD
396	PERRYMAN FINANCIAL ADVISORY INC /AD	$4.0M	22,908	−1,642	TRIM
397	Sitrin Capital Management LLC	$3.9M	22,842	−803	TRIM
398	Third View Private Wealth, LLC	$3.9M	22,770	+7,522	ADD
399	Beacon Pointe Advisors, LLC	$3.9M	22,408	+9,256	ADD
400	EDGEWOOD MANAGEMENT LLC	$3.8M	22,238	−7,120	TRIM
401	ABLES, IANNONE, MOORE & ASSOCIATES, INC.	$3.8M	21,905	+174	ADD
402	OMERS ADMINISTRATION Corp	$3.7M	21,671	+4,929	ADD
403	BENJAMIN EDWARDS INC	$3.7M	21,634	+13,307	ADD
404	Siemens Fonds Invest GmbH	$3.7M	21,596	+23	ADD
405	Banque Cantonale Vaudoise	$3.7M	21,549	+1,358	ADD
406	Value Partners Investments Inc.	$3.7M	21,199	0	NO CHANGE
407	Sophron Capital Management L.P.	$3.7M	21,212	−43,093	TRIM
408	INTACT INVESTMENT MANAGEMENT INC.	$3.7M	21,200	0	NO CHANGE
409	JUPITER ASSET MANAGEMENT LTD	$3.6M	22,399	+22,399	NEW
410	Bill Few Associates, Inc.	$3.6M	21,045	+1,034	ADD
411	Vident Advisory, LLC	$3.6M	20,769	−22,436	TRIM
412	KESTRA PRIVATE WEALTH SERVICES, LLC	$3.5M	20,431	−14,455	TRIM
413	Koa Wealth Management, LLC	$3.5M	20,306	−894	TRIM
414	AG2R LA MONDIALE GESTION D'ACTIFS	$3.5M	20,293	+269	ADD
415	Dai-ichi Life Insurance Company, Ltd	$3.5M	20,170	−467	TRIM
416	Diversified Trust Co	$3.5M	20,080	−3,545	TRIM
417	Jupiter Wealth Management LLC	$3.4M	19,838	0	NO CHANGE
418	WESTPAC BANKING CORP	$3.4M	19,786	+6,261	ADD
419	E. Ohman J:or Asset Management AB	$3.4M	19,630	−600	TRIM
420	QUADRANT CAPITAL GROUP LLC	$3.4M	19,551	+4,364	ADD
421	JOHNSON INVESTMENT COUNSEL INC	$3.3M	19,328	+1,227	ADD
422	MUFG Securities EMEA plc	$3.3M	19,203	−300,000	TRIM
423	CGN Advisors LLC	$3.3M	19,086	+263	ADD
424	SteelPeak Wealth, LLC	$3.3M	18,992	+18,992	NEW
425	ProVise Management Group, LLC	$3.3M	18,887	+1,776	ADD
426	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$3.2M	18,763	0	NO CHANGE
427	Assenagon Asset Management S.A.	$3.2M	18,738	−30	TRIM
428	FIRST NATIONAL BANK OF OMAHA	$3.2M	18,719	+2,864	ADD
429	Red Door Wealth Management, LLC	$3.2M	18,622	+365	ADD
430	Presima Securities ULC	$3.2M	18,568	0	NO CHANGE
431	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$3.2M	18,283	0	NO CHANGE
432	Chicago Partners Investment Group LLC	$3.1M	17,823	−1,581	TRIM
433	HUB Investment Partners, LLC	$3.1M	18,089	−3,054	TRIM
434	RMR Wealth Builders	$3.1M	18,012	+4,848	ADD
435	FRG Family Wealth Advisors LLC	$3.1M	17,982	−1,743	TRIM
436	KETTLE HILL CAPITAL MANAGEMENT, LLC	$3.1M	17,923	+17,923	NEW
437	Harrison Street Private Wealth LLC	$3.1M	17,910	—	NO PRIOR
438	Dynamic Advisor Solutions LLC	$3.0M	17,461	−78	TRIM
439	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.0M	17,385	−11,902	TRIM
440	Callan Family Office, LLC	$3.0M	17,258	−1,554	TRIM
441	SIMON QUICK ADVISORS, LLC	$2.9M	17,025	+4,964	ADD
442	Texas Yale Capital Corp.	$2.9M	16,986	+3,957	ADD
443	NOMURA HOLDINGS INC	$2.9M	16,888	−1,281	TRIM
444	New Age Alpha Advisors, LLC	$2.9M	16,718	−24,407	TRIM
445	Walleye Capital LLC	$2.9M	16,684	+15,433	ADD
446	Strong Retirement Solutions LLC	$2.9M	16,608	+2,434	ADD
447	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.9M	16,599	+867	ADD
448	DoubleLine ETF Adviser LP	$2.9M	16,594	−3,939	TRIM
449	Orion Porfolio Solutions, LLC	$2.8M	16,444	+1,589	ADD
450	D.A. DAVIDSON & CO.	$2.8M	16,373	+2,187	ADD
451	Curi Capital, LLC	$2.8M	16,272	−9,819	TRIM
452	Summit Trail Advisors, LLC	$2.8M	16,128	+2,445	ADD
453	NORTHSTAR ASSET MANAGEMENT Co	$2.8M	16,054	−1,003	TRIM
454	Qube Research & Technologies Ltd	$2.7M	15,921	−538,928	TRIM
455	Plato Investment Management Ltd	$2.7M	15,802	0	NO CHANGE
456	NICOLET BANKSHARES INC	$2.7M	15,753	+15,753	NEW
457	Compass Wealth Management LLC	$2.7M	15,663	−375	TRIM
458	Spartan Wealth Advisory Services LLC	$2.7M	15,626	—	NO PRIOR
459	Kintegral Advisory, LLC	$2.7M	15,594	−691	TRIM
460	ABC ARBITRAGE SA	$2.7M	15,579	+4,557	ADD
461	ALTA CAPITAL MANAGEMENT LLC/	$2.7M	15,468	−8,265	TRIM
462	Loudon Investment Management, LLC	$2.6M	15,323	+495	ADD
463	FIRST NATIONAL TRUST CO	$2.6M	15,317	−77	TRIM
464	Vise Technologies, Inc.	$2.6M	14,985	0	NO CHANGE
465	Atlantic Union Bankshares Corp	$2.6M	15,159	−19,841	TRIM
466	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.6M	14,979	+21	ADD
467	Brown Shipley& Co Ltd	$2.5M	14,727	−88	TRIM
468	Bragg Financial Advisors, Inc	$2.5M	14,512	−14,438	TRIM
469	CWA Asset Management Group, LLC	$2.5M	14,500	−475	TRIM
470	CONSCIOUS WEALTH INVESTMENTS, LLC	$2.5M	14,105	+879	ADD
471	Blackstone Inc.	$2.5M	14,458	+14,458	NEW
472	Ashton Thomas Private Wealth, LLC	$2.5M	14,458	+14,458	NEW
473	Vestmark Advisory Solutions, Inc.	$2.5M	14,428	+979	ADD
474	Stonebridge Financial Group, LLC	$2.5M	14,386	+1,083	ADD
475	MSH Capital Advisors LLC	$2.4M	14,128	−78	TRIM
476	Envestnet Portfolio Solutions, Inc.	$2.4M	13,999	−36,871	TRIM
477	FULTON BANK, N.A.	$2.4M	13,988	+11,695	ADD
478	Palouse Capital Management, Inc.	$2.4M	13,884	+13,884	NEW
479	Gryphon Financial Partners LLC	$2.4M	13,714	+1,001	ADD
480	Raleigh Capital Management Inc.	$2.4M	13,703	+11,377	ADD
481	S-Bank Fund Management Ltd	$2.4M	13,691	−1,001	TRIM
482	Independent Advisor Alliance	$2.4M	13,633	−1,473	TRIM
483	EVENTIDE ASSET MANAGEMENT, LLC	$2.3M	13,793	+921	ADD
484	North Dakota State Investment Board	$2.3M	13,551	−2,490	TRIM
485	First National Advisers, LLC	$2.3M	13,517	+59	ADD
486	180 WEALTH ADVISORS, LLC	$2.3M	13,401	+290	ADD
487	JERICHO FINANCIAL, LLP	$2.3M	13,388	−52	TRIM
488	GREAT VALLEY ADVISOR GROUP, INC.	$2.3M	13,368	−17,355	TRIM
489	Cresset Asset Management, LLC	$2.3M	13,043	−5,176	TRIM
490	Farringdon Capital, Ltd.	$2.3M	13,039	+4,092	ADD
491	Merit Financial Group, LLC	$2.2M	13,005	−10,207	TRIM
492	MUFG SECURITIES AMERICAS INC.	$2.2M	12,954	+342	ADD
493	FOUNDERS FINANCIAL SECURITIES LLC	$2.2M	12,380	+2,887	ADD
494	GeoWealth Management, LLC	$2.2M	12,889	−1,607	TRIM
495	SECURIAN ASSET MANAGEMENT, INC	$2.2M	12,729	0	NO CHANGE
496	Argo Wealth Advisory, LLC	$2.2M	12,631	+2,727	ADD
497	St. Clair Advisors, LLC	$2.2M	12,623	+20	ADD
498	COHEN & STEERS, INC.	$2.2M	12,619,866	+132,779	ADD
499	Redmond Asset Management, LLC	$2.1M	12,278	+5,234	ADD
500	AIGEN INVESTMENT MANAGEMENT, LP	$2.1M	12,242	+4,961	ADD

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

Congress ↔ notable managers · AMT

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 1 Alan Armstrong R–OK $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding: 1 Tudor Investment Corp $18.1M held
Trimming: 4 Bridgewater Associates, Gotham Asset Management, Caxton Associates, Moore Capital Management $16.3M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · AMERICAN TOWER CORP

Merged timeline of congressional filings and notable-manager moves on AMT
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	SELL	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	ADD	+55,578 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−29,367 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−77,765 sh
2026-05-15	Moore Capital Management 13F	EXIT	−1,418 sh
2026-05-14	Caxton Associates 13F	TRIM	−1,425 sh

6 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

35 members of Congress disclosed AMT — 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).