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 ↗

BOEING CO · COM · quarter ended 2026-03-31 · 56 members disclosed BA ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,104 holders are listed, largest first: 2,104
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $108B
holders whose share count rose or who opened the position (new + add), by shares: 1,123
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 240

Holders — quarter ended 2026-03-31

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

13F holders of BA ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$11.6B	58,192,341	+4,224,207	ADD
2	FMR LLC	$11.3B	56,876,382	+3,863,434	ADD
3	VANGUARD CAPITAL MANAGEMENT LLC	$10.2B	51,005,657	—	NO PRIOR
4	STATE STREET CORP	$7.4B	37,424,293	+332,543	ADD
5	Newport Trust Company, LLC	$5.7B	28,664,824	−820,470	TRIM
6	Capital World Investors	$5.1B	25,727,803	−1,461,836	TRIM
7	GEODE CAPITAL MANAGEMENT, LLC	$3.5B	17,573,729	+548,294	ADD
8	LOOMIS SAYLES & CO L P	$2.8B	14,061,954	−98,105	TRIM
9	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.6B	13,039,407	—	NO PRIOR
10	BANK OF AMERICA CORP /DE/	$2.3B	11,557,837	+513,028	ADD
11	MORGAN STANLEY	$2.1B	10,543,931	−69,897	TRIM
12	JENNISON ASSOCIATES LLC	$2.0B	10,232,501	+68,794	ADD
13	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.7B	8,733,419	−935,885	TRIM
14	UBS Group AG	$1.4B	7,131,308	+1,852,530	ADD
15	Pentwater Capital Management LP	$1.4B	7,069,500	+459,500	ADD
16	NORTHERN TRUST CORP	$1.3B	6,472,901	+125,650	ADD
17	Fisher Asset Management, LLC	$1.2B	5,852,208	+211,308	ADD
18	ROYAL BANK OF CANADA	$1.2B	5,809,134	−377,292	TRIM
19	Invesco Ltd.	$1.2B	5,793,797	+33,909	ADD
20	AMERIPRISE FINANCIAL INC	$1.0B	5,174,522	+363,583	ADD
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$892M	4,483,900	+113,485	ADD
22	VANGUARD FIDUCIARY TRUST CO	$882M	4,432,084	—	NO PRIOR
23	JPMORGAN CHASE & CO	$878M	4,641,932	+1,038,568	ADD
24	Nuveen, LLC	$827M	4,153,446	−1,887,027	TRIM
25	Capital Research Global Investors	$810M	4,069,127	−285,762	TRIM
26	WELLS FARGO & COMPANY/MN	$767M	3,851,282	+126,891	ADD
27	Janus Henderson Group Ltd.	$760M	3,860,297	−47,579	TRIM
28	DEUTSCHE BANK AG\	$721M	3,620,940	+1,244,697	ADD
29	Bank of New York Mellon Corp	$709M	3,563,669	−49,793	TRIM
30	Legal & General Group Plc	$655M	3,289,906	−32,389	TRIM
31	VIKING GLOBAL INVESTORS LP	$636M	3,196,041	−757,046	TRIM
32	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$615M	3,090,565	+122,999	ADD
33	WELLINGTON MANAGEMENT GROUP LLP	$458M	2,303,523	+993,237	ADD
34	Swiss National Bank	$457M	2,298,077	+163,000	ADD
35	Sumitomo Mitsui Trust Group, Inc.	$406M	2,040,313	+29,882	ADD
36	RAYMOND JAMES FINANCIAL INC	$392M	1,968,752	+149,599	ADD
37	Mitsubishi UFJ Asset Management Co., Ltd.	$384M	1,929,725	+141,668	ADD
38	Vanguard Global Advisers, LLC	$341M	1,710,891	—	NO PRIOR
39	BARCLAYS PLC	$339M	1,701,861	−233,857	TRIM
40	National Pension Service	$328M	1,648,984	+1,648,984	NEW
41	DIMENSIONAL FUND ADVISORS LP	$326M	1,635,453	+49,472	ADD
42	LPL Financial LLC	$291M	1,462,407	+102,718	ADD
43	CITIGROUP INC	$289M	1,449,952	−61,485	TRIM
44	ALLIANCEBERNSTEIN L.P.	$287M	1,320,410	−87,498	TRIM
45	CANADA PENSION PLAN INVESTMENT BOARD	$282M	1,414,530	+339,769	ADD
46	NATIONAL BANK OF CANADA /FI/	$270M	1,355,604	+786,442	ADD
47	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$263M	1,320,628	+1,309,693	ADD
48	AQR CAPITAL MANAGEMENT LLC	$258M	1,294,391	+898,642	ADD
49	HSBC HOLDINGS PLC	$241M	1,212,583	−1,215,837	TRIM
50	CIBC Bancorp USA Inc.	$236M	1,187,655	—	NO PRIOR
51	PRINCIPAL FINANCIAL GROUP INC	$236M	1,184,715	+100,434	ADD
52	Amundi	$235M	1,179,175	−1,006,789	TRIM
53	VANGUARD ASSET MANAGEMENT, Ltd	$233M	1,172,946	—	NO PRIOR
54	VICTORY CAPITAL MANAGEMENT INC	$226M	1,134,583	+928,773	ADD
55	Clearbridge Investments, LLC	$215M	1,079,272	−22,096	TRIM
56	STIFEL FINANCIAL CORP	$204M	1,022,849	+35,084	ADD
57	CITADEL ADVISORS LLC	$199M	1,001,461	−1,041,422	TRIM
58	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$198M	995,523	−647	TRIM
59	RENAISSANCE TECHNOLOGIES LLC	$185M	931,464	+320,580	ADD
60	Ensign Peak Advisors, Inc	$184M	926,377	+236,535	ADD
61	BLAIR WILLIAM & CO/IL	$184M	922,102	+243,515	ADD
62	ENVESTNET ASSET MANAGEMENT INC	$183M	921,936	+168,578	ADD
63	NEW YORK STATE COMMON RETIREMENT FUND	$179M	900,766	+3,600	ADD
64	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$175M	878,687	−6,900	TRIM
65	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$163M	816,901	+254,958	ADD
66	ADAGE CAPITAL PARTNERS GP, L.L.C.	$159M	799,391	−735,553	TRIM
67	PRIMECAP MANAGEMENT CO/CA/	$158M	795,910	+786,810	ADD
68	BANK OF MONTREAL /CAN/	$156M	782,359	−136,693	TRIM
69	FIRST TRUST ADVISORS LP	$150M	755,537	+21,274	ADD
70	VOYA INVESTMENT MANAGEMENT LLC	$147M	740,890	+148,466	ADD
71	BALYASNY ASSET MANAGEMENT L.P.	$143M	719,773	−48,595	TRIM
72	Southpoint Capital Advisors LP	$139M	700,000	+700,000	NEW
73	MILLENNIUM MANAGEMENT LLC	$137M	686,733	−874,726	TRIM
74	HighTower Advisors, LLC	$135M	677,497	+44,086	ADD
75	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$132M	662,863	−1,423	TRIM
76	Aberdeen Group plc	$131M	658,068	+23,856	ADD
77	AVIVA PLC	$130M	652,915	+20,250	ADD
78	Connor, Clark & Lunn Investment Management Ltd.	$128M	641,723	−86,045	TRIM
79	1832 Asset Management L.P.	$124M	622,600	+15,048	ADD
80	Rovida Investment Management Ltd	$123M	617,000	0	NO CHANGE
81	CAXTON ASSOCIATES LLP	$122M	611,500	+600,366	ADD
82	LAZARD ASSET MANAGEMENT LLC	$113M	567,240	+27,322	ADD
83	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$110M	553,776	−18,539	TRIM
84	Hill City Capital, LP	$110M	551,483	+33,000	ADD
85	PRUDENTIAL FINANCIAL INC	$107M	536,021	+143,703	ADD
86	FIFTH THIRD BANCORP	$103M	515,187	+161,432	ADD
87	Brevan Howard Capital Management LP	$102M	511,019	+505,528	ADD
88	FRANKLIN RESOURCES INC	$102M	510,038	+97,281	ADD
89	MARSICO CAPITAL MANAGEMENT LLC	$100M	504,740	−40,518	TRIM
90	NOMURA ASSET MANAGEMENT CO LTD	$99.7M	500,972	+202,645	ADD
91	Korea Investment CORP	$99.2M	498,284	+46,168	ADD
92	GREAT LAKES ADVISORS, LLC	$97.4M	489,204	+15,549	ADD
93	Rockefeller Capital Management L.P.	$95.0M	477,213	+74,594	ADD
94	SEI INVESTMENTS CO	$88.2M	443,254	+121,473	ADD
95	ING GROEP NV	$88.1M	442,686	−329,714	TRIM
96	Squarepoint Ops LLC	$87.0M	436,903	−176,362	TRIM
97	Asset Management One Co., Ltd.	$86.1M	432,475	+4,737	ADD
98	STATE OF WISCONSIN INVESTMENT BOARD	$83.5M	419,360	+15,618	ADD
99	Avala Global LP	$81.9M	411,343	+241,443	ADD
100	Douglas Lane & Associates, LLC	$81.6M	409,857	+5,543	ADD
101	PFA Pension, Forsikringsaktieselskab	$81.4M	408,813	+408,813	NEW
102	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	$81.2M	408,024	+151,084	ADD
103	HOMESTEAD ADVISERS CORP	$79.9M	404,224	−4,600	TRIM
104	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$78.1M	392,157	+392,157	NEW
105	Creative Planning	$78.0M	391,748	+36,425	ADD
106	Chevy Chase Trust Holdings, LLC	$77.2M	387,853	−10,092	TRIM
107	Corient Private Wealth LLC	$76.1M	383,477	−277,145	TRIM
108	ROYAL LONDON ASSET MANAGEMENT LTD	$75.7M	380,267	+9,209	ADD
109	TD ASSET MANAGEMENT INC	$73.6M	369,660	+39,773	ADD
110	Baird Financial Group, Inc.	$72.7M	365,437	+365,437	NEW
111	Empower Advisory Group, LLC	$71.2M	357,659	+14,754	ADD
112	OSAIC HOLDINGS, INC.	$71.1M	356,981	+62,774	ADD
113	Mirae Asset Global Investments Co., Ltd.	$70.9M	356,286	+47,391	ADD
114	Sumitomo Mitsui DS Asset Management Company, Ltd	$69.7M	350,183	+10,192	ADD
115	Calamos Advisors LLC	$68.9M	346,104	+91,569	ADD
116	TRUIST FINANCIAL CORP	$68.6M	344,833	+17,384	ADD
117	Vanguard Investments Australia, Ltd.	$68.4M	343,879	—	NO PRIOR
118	Senator Investment Group LP	$67.9M	341,000	+313,500	ADD
119	Spectrum Financial Alliance Ltd LLC	$67.6M	339,466	+16,886	ADD
120	STALEY CAPITAL ADVISERS INC	$66.7M	335,366	+19,848	ADD
121	NewEdge Advisors, LLC	$65.8M	330,553	+735	ADD
122	JUPITER ASSET MANAGEMENT LTD	$65.4M	328,806	+328,806	NEW
123	MACKENZIE FINANCIAL CORP	$65.3M	328,025	+54,454	ADD
124	Quantinno Capital Management LP	$64.7M	324,964	+188,178	ADD
125	Cetera Investment Advisers	$64.0M	321,481	+13,901	ADD
126	COMMONWEALTH EQUITY SERVICES, LLC	$63.8M	320,768	−37,229	TRIM
127	Mitsubishi UFJ Trust & Banking Corp	$63.7M	320,033	+7,875	ADD
128	US BANCORP \DE\	$63.1M	317,250	+25,769	ADD
129	Junto Capital Management LP	$63.0M	316,532	+56,298	ADD
130	CAUSEWAY CAPITAL MANAGEMENT LLC	$62.5M	313,926	+161,998	ADD
131	Focus Partners Wealth	$60.3M	302,095	+45,872	ADD
132	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$60.2M	302,601	+4,203	ADD
133	CAPITAL ADVISORS INC/OK	$57.3M	287,971	+12,171	ADD
134	Tredje AP-fonden	$56.9M	285,870	+285,870	NEW
135	BOWEN HANES & CO INC	$56.9M	285,670	+2,000	ADD
136	Danica Pension, Livsforsikringsaktieselskab	$56.3M	283,098	+283,098	NEW
137	State of New Jersey Common Pension Fund D	$53.6M	269,256	−2,373	TRIM
138	Cerity Partners LLC	$52.4M	263,185	+49,209	ADD
139	Mariner, LLC	$52.1M	261,967	+66,064	ADD
140	Pictet Asset Management Holding SA	$52.0M	261,081	−2,270	TRIM
141	DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	$51.7M	260,000	+260,000	NEW
142	KING STREET CAPITAL MANAGEMENT, L.P.	$51.4M	258,355	−405,645	TRIM
143	Sather Financial Group Inc	$50.5M	253,665	+10,235	ADD
144	KEYBANK NATIONAL ASSOCIATION/OH	$48.5M	243,666	+214,200	ADD
145	Glenview Trust Co	$48.4M	243,403	+12,089	ADD
146	Point72 Asset Management, L.P.	$48.1M	241,682	+187,410	ADD
147	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$47.9M	276,924	−74,948	TRIM
148	ProShare Advisors LLC	$47.7M	239,614	−21,361	TRIM
149	Capital International, Inc./CA/	$47.5M	238,513	+14,161	ADD
150	Resona Asset Management Co.,Ltd.	$47.0M	238,230	+5,794	ADD
151	TORONTO DOMINION BANK	$46.7M	234,411	−75,022	TRIM
152	D. E. Shaw & Co., Inc.	$46.4M	233,372	+223,997	ADD
153	DANSKE BANK A/S	$46.1M	231,411	+4,892	ADD
154	Allen Investment Management, LLC	$45.8M	155,561	−812,939	TRIM
155	ZWJ INVESTMENT COUNSEL INC	$44.4M	223,230	+11,622	ADD
156	Zurcher Kantonalbank (Zurich Cantonalbank)	$43.1M	216,771	+216,771	NEW
157	Daiwa Securities Group Inc.	$43.0M	216,135	+9,546	ADD
158	Arizona State Retirement System	$42.7M	214,585	−4,992	TRIM
159	CACTI ASSET MANAGEMENT LLC	$42.7M	214,426	0	NO CHANGE
160	Czech National Bank	$42.6M	213,886	+7,408	ADD
161	CWM, LLC	$42.2M	212,048	+23,666	ADD
162	D.A. DAVIDSON & CO.	$42.2M	211,881	+8,620	ADD
163	MARK ASSET MANAGEMENT LP	$41.0M	205,882	−4,715	TRIM
164	STATE OF MICHIGAN RETIREMENT SYSTEM	$40.8M	205,196	+200	ADD
165	Rafferty Asset Management, LLC	$40.5M	203,379	+21,516	ADD
166	Allspring Global Investments Holdings, LLC	$40.4M	194,902	+10,272	ADD
167	NATIXIS	$40.1M	201,271	−232,632	TRIM
168	CIBC Asset Management Inc	$39.9M	200,722	+11,389	ADD
169	MEITAV INVESTMENT HOUSE LTD	$39.3M	197,606	+48,706	ADD
170	Minneapolis Portfolio Management Group, LLC	$39.3M	197,379	+818	ADD
171	ARS Investment Partners, LLC	$38.9M	195,331	+37,039	ADD
172	Woodline Partners LP	$38.1M	191,293	−242,938	TRIM
173	NISA INVESTMENT ADVISORS, LLC	$37.8M	189,742	−6,997	TRIM
174	WAYCROSS PARTNERS, LLC	$37.5M	188,241	−9,245	TRIM
175	MetLife Investment Management, LLC	$37.4M	187,808	−4,390	TRIM
176	Nippon Life Global Investors Americas, Inc.	$36.9M	185,300	+19,020	ADD
177	Symmetry Investments LP	$36.6M	184,004	+130,190	ADD
178	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$36.4M	182,941	+799	ADD
179	REGIONS FINANCIAL CORP	$36.2M	182,011	+156,962	ADD
180	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$35.8M	180,070	−82,967	TRIM
181	CLOUGH CAPITAL PARTNERS L P	$35.7M	179,240	+4,585	ADD
182	CI INVESTMENTS INC.	$33.4M	167,849	+164,917	ADD
183	Retirement Systems of Alabama	$33.2M	166,775	+194	ADD
184	NOMURA HOLDINGS INC	$33.1M	166,383	+128,059	ADD
185	Alpha Wave Global, LP	$32.9M	165,397	−14,573	TRIM
186	Engineers Gate Manager LP	$32.7M	164,446	+66,295	ADD
187	Quadrature Capital Ltd	$32.0M	160,878	−7,799	TRIM
188	Kestra Advisory Services, LLC	$31.4M	157,665	+11,344	ADD
189	Bank Pictet & Cie (Europe) AG	$31.1M	156,470	0	NO CHANGE
190	Americana Partners, LLC	$30.9M	155,289	+30,551	ADD
191	KLCM Advisors, Inc.	$30.6M	153,508	−4,085	TRIM
192	Shaolin Capital Management LLC	$30.0M	150,871	−253,498	TRIM
193	GATEWAY INVESTMENT ADVISERS LLC	$30.0M	150,835	−23,948	TRIM
194	Allianz Asset Management GmbH	$29.5M	148,165	+56,365	ADD
195	Walleye Capital LLC	$29.4M	147,504	−46,438	TRIM
196	BANK OF NOVA SCOTIA	$29.0M	145,893	−111,877	TRIM
197	&PARTNERS	$28.4M	142,691	+7,778	ADD
198	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$28.1M	141,132	−24,888	TRIM
199	TEACHER RETIREMENT SYSTEM OF TEXAS	$27.8M	139,465	+847	ADD
200	XPONANCE LLC	$26.9M	135,299	+20,453	ADD
201	Azimuth Capital Investment Management LLC	$25.7M	129,329	+1,126	ADD
202	PICTON MAHONEY ASSET MANAGEMENT	$25.3M	126,912	+14,330	ADD
203	PUBLIC SECTOR PENSION INVESTMENT BOARD	$25.2M	126,821	+24,561	ADD
204	ABSHER WEALTH MANAGEMENT, LLC	$24.7M	124,158	+2,839	ADD
205	General Pension Society PZU Joint Stock Co	$24.7M	124,090	0	NO CHANGE
206	MERCER GLOBAL ADVISORS INC /ADV	$24.7M	123,930	+16,174	ADD
207	Utah Retirement Systems	$24.5M	122,846	+1,905	ADD
208	Equitable Holdings, Inc.	$24.2M	111,897	+6,279	ADD
209	Henshaw Capital LLC	$24.1M	121,018	—	NO PRIOR
210	MAPLELANE CAPITAL, LLC	$23.9M	120,000	+92,000	ADD
211	Graham Capital Management, L.P.	$23.7M	119,056	+1,000	ADD
212	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$23.3M	117,136	+33,859	ADD
213	Kimelman & Baird, LLC	$23.3M	117,128	−143	TRIM
214	Pathstone Holdings, LLC	$23.1M	116,263	+25,616	ADD
215	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$23.0M	115,643	+466	ADD
216	IEQ CAPITAL, LLC	$22.3M	111,997	+99,440	ADD
217	NEOS Investment Management LLC	$22.3M	111,946	+20,448	ADD
218	GENDELL JEFFREY L	$21.9M	110,000	+28,189	ADD
219	OSTERWEIS CAPITAL MANAGEMENT INC	$21.7M	109,106	+405	ADD
220	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$21.7M	109,068	+1,723	ADD
221	Dilation Capital Management LP	$21.7M	108,877	−13,400	TRIM
222	Verition Fund Management LLC	$21.6M	108,721	+38,623	ADD
223	Tidal Investments LLC	$21.5M	108,370	+23,067	ADD
224	Cercano Management LLC	$21.5M	107,941	+16,939	ADD
225	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$21.5M	107,923	−30,329	TRIM
226	Trexquant Investment LP	$21.3M	106,803	+31,188	ADD
227	QRG CAPITAL MANAGEMENT, INC.	$20.7M	103,905	+19,168	ADD
228	Capital International Sarl	$20.4M	102,686	+3,218	ADD
229	DAVIDSON INVESTMENT ADVISORS	$20.4M	102,657	−1,253	TRIM
230	Steward Partners Investment Advisory, LLC	$20.4M	102,538	+4,846	ADD
231	Beacon Pointe Advisors, LLC	$20.1M	100,846	+29,603	ADD
232	NISSAY ASSET MANAGEMENT CORP /JAPAN	$19.9M	99,871	+4,604	ADD
233	Private Advisor Group, LLC	$19.9M	99,765	−2,904	TRIM
234	TD Waterhouse Canada Inc.	$19.8M	95,517	+30,523	ADD
235	BBFIT INVESTMENTS PTE LTD	$19.7M	99,000	0	NO CHANGE
236	Calamos Wealth Management LLC	$19.5M	98,065	+2,053	ADD
237	Jain Global LLC	$19.2M	96,661	−592,863	TRIM
238	EAGLE GLOBAL ADVISORS LLC	$19.2M	96,223	+45,653	ADD
239	Empowered Funds, LLC	$18.8M	94,553	+94,553	NEW
240	Electron Capital Partners, LLC	$18.6M	93,653	−87,828	TRIM
241	CREDIT AGRICOLE S A	$18.5M	93,101	−116,650	TRIM
242	DAVENPORT & Co LLC	$18.3M	91,933	−11,857	TRIM
243	Parallax Volatility Advisers, L.P.	$18.2M	82,887	+82,887	NEW
244	Banco Santander, S.A.	$18.1M	91,186	−2,230	TRIM
245	BSN Capital Partners Ltd	$18.1M	81,208	—	NO PRIOR
246	MML INVESTORS SERVICES, LLC	$18.0M	90,211	−5,646	TRIM
247	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$17.9M	89,955	+300	ADD
248	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$17.1M	86,163	+2,228	ADD
249	Sender Co & Partners, Inc.	$17.0M	85,165	+14,448	ADD
250	Investment Management Corp of Ontario	$16.9M	85,154	+14,757	ADD
251	CIBC WORLD MARKET INC.	$16.4M	82,255	−52,107	TRIM
252	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$16.2M	81,167	−9,526	TRIM
253	M&T BANK CORP	$16.1M	80,956	+990	ADD
254	DDD Partners, LLC	$16.1M	80,762	+3,938	ADD
255	Wealthfront Advisers LLC	$15.6M	78,537	+76	ADD
256	Yarbrough Capital, LLC	$15.4M	77,481	−2,164	TRIM
257	Vanguard Personalized Indexing Management, LLC	$15.3M	77,096	+4,048	ADD
258	Atria Investments, Inc	$15.0M	75,553	+333	ADD
259	Saba Capital Management, L.P.	$14.7M	73,965	+43,573	ADD
260	SHELTON CAPITAL MANAGEMENT	$14.7M	73,680	−3,744	TRIM
261	IFM Investors Pty Ltd	$14.5M	73,054	+4,578	ADD
262	FIRST MANHATTAN CO. LLC.	$14.5M	72,784	−78,423	TRIM
263	OPPENHEIMER ASSET MANAGEMENT INC.	$14.4M	72,302	+72,302	NEW
264	MACQUARIE GROUP LTD	$14.4M	72,261	−48,117	TRIM
265	AMERICAN CENTURY COMPANIES INC	$14.3M	71,783	+3,444	ADD
266	YOUSIF CAPITAL MANAGEMENT, LLC	$14.3M	71,776	−2,646	TRIM
267	Swiss Life Asset Management Ltd	$14.2M	71,421	+12,164	ADD
268	FACTORY MUTUAL INSURANCE CO	$14.2M	71,100	+2,600	ADD
269	CAPSTONE INVESTMENT ADVISORS, LLC	$14.1M	71,006	+59,743	ADD
270	FRG Family Wealth Advisors LLC	$14.1M	70,805	+70	ADD
271	Summit Financial, LLC	$14.1M	70,743	+48,106	ADD
272	Generali Powszechne Towarzystwo Emerytalne	$13.9M	70,000	+20,000	ADD
273	GARDNER LEWIS ASSET MANAGEMENT L P	$13.9M	69,794	−535	TRIM
274	CMH Wealth Management LLC	$13.7M	68,650	+3,825	ADD
275	FRANKLIN STREET ADVISORS INC /NC	$13.3M	66,769	+65,369	ADD
276	Concurrent Investment Advisors, LLC	$13.3M	66,646	−4,320	TRIM
277	RWA WEALTH PARTNERS, LLC	$13.2M	66,279	+2,164	ADD
278	OneDigital Investment Advisors LLC	$13.1M	65,969	−10,532	TRIM
279	U.S. Capital Wealth Advisors, LLC	$12.9M	64,699	+383	ADD
280	Financial Engines Advisors L.L.C.	$12.8M	64,416	+892	ADD
281	RPG Investment Advisory, LLC	$12.8M	64,172	+178	ADD
282	Avior Wealth Management, LLC	$12.8M	64,169	−50	TRIM
283	Third View Private Wealth, LLC	$12.8M	64,071	+6,233	ADD
284	OPPENHEIMER & CO INC	$12.7M	63,880	+63,880	NEW
285	U S GLOBAL INVESTORS INC	$12.5M	62,592	−14,700	TRIM
286	WOLVERINE ASSET MANAGEMENT LLC	$12.3M	61,851	−73,549	TRIM
287	Foster Victor Wealth Advisors, LLC	$12.3M	54,874	+16,904	ADD
288	LEVIN CAPITAL STRATEGIES, L.P.	$12.3M	61,622	−7	TRIM
289	Granite Investment Partners, LLC	$12.2M	61,048	+15,901	ADD
290	NORTH POINT PORTFOLIO MANAGERS CORP/OH	$12.0M	60,075	−1,443	TRIM
291	Archon Partners LLC	$11.9M	60,000	0	NO CHANGE
292	Sequoia Financial Advisors, LLC	$11.9M	59,906	+9,544	ADD
293	KESTRA PRIVATE WEALTH SERVICES, LLC	$11.9M	59,799	+1,402	ADD
294	Norinchukin Bank, The	$11.9M	59,618	−953	TRIM
295	Welch Financial Planning, LLC	$11.8M	59,503	−175	TRIM
296	COMMERCE BANK	$11.8M	59,096	+5,312	ADD
297	UniSuper Management Pty Ltd	$11.7M	58,829	+1,935	ADD
298	Federation des caisses Desjardins du Quebec	$11.5M	57,867	+5,914	ADD
299	Orion Porfolio Solutions, LLC	$11.5M	57,816	−3,053	TRIM
300	Walleye Trading LLC	$11.4M	57,253	+57,253	NEW
301	J.W. COLE ADVISORS, INC.	$11.2M	56,314	+1,493	ADD
302	Lido Advisors, LLC	$11.2M	56,122	−3,437	TRIM
303	CANTOR FITZGERALD, L. P.	$11.2M	56,108	+900	ADD
304	CMG Global Holdings, LLC	$11.2M	56,082	−267	TRIM
305	Xcel Wealth Management, LLC	$11.1M	55,860	+1,566	ADD
306	Hodges Capital Management Inc.	$11.0M	55,030	+15,930	ADD
307	Atlantic Union Bankshares Corp	$10.9M	54,990	+149	ADD
308	COMPASS CAPITAL MANAGEMENT, INC	$10.7M	53,900	+2,610	ADD
309	NWAM LLC	$10.5M	53,006	+3,238	ADD
310	NFJ INVESTMENT GROUP, LLC	$10.4M	52,488	+52,488	NEW
311	Elo Mutual Pension Insurance Co	$10.4M	52,302	+4,453	ADD
312	GENERAL AMERICAN INVESTORS CO INC	$10.4M	52,054	+52,054	NEW
313	SMA Capital LLC	$10.3M	51,716	+15,716	ADD
314	PINNACLE ASSOCIATES LTD	$10.3M	51,558	+309	ADD
315	VALUEWORKS LLC	$10.1M	50,871	+5,768	ADD
316	HIGHLAND CAPITAL MANAGEMENT, LLC	$10.0M	50,338	+906	ADD
317	Troluce Capital Advisors LLC	$10.0M	50,000	+50,000	NEW
318	CONNORS INVESTOR SERVICES INC	$10.0M	49,993	+1,783	ADD
319	Waverly Advisors, LLC	$9.9M	49,787	+7,532	ADD
320	SCOTIA CAPITAL INC.	$9.9M	49,587	+5,156	ADD
321	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$9.8M	49,457	+49,457	NEW
322	Hudson Bay Capital Management LP	$9.8M	49,379	−652,149	TRIM
323	NorthCrest Asset Manangement, LLC	$9.7M	46,760	−16,924	TRIM
324	SCHRODER INVESTMENT MANAGEMENT GROUP	$9.6M	50,492	−60	TRIM
325	STEPHENS INC /AR/	$9.5M	47,907	−1,859	TRIM
326	MAI Capital Management	$9.5M	47,730	+1,632	ADD
327	Prospera Financial Services Inc	$9.5M	47,645	+226	ADD
328	Channing Capital Management, LLC	$9.5M	47,624	+6,853	ADD
329	MIZUHO SECURITIES USA LLC	$9.4M	47,478	−9,539	TRIM
330	Old West Investment Management, LLC	$9.3M	46,895	+45,299	ADD
331	CAPITAL INTERNATIONAL LTD /CA/	$9.3M	46,795	+1,721	ADD
332	Modern Wealth Management, LLC	$9.3M	44,857	+6,117	ADD
333	Vestmark Advisory Solutions, Inc.	$9.3M	46,703	+3,892	ADD
334	XTX Topco Ltd	$9.3M	46,636	+25,811	ADD
335	Leonteq Securities AG	$9.2M	46,473	+32,988	ADD
336	Strategic Wealth Investment Group, LLC	$9.2M	46,127	+490	ADD
337	Empire Financial Management Company, LLC	$9.1M	45,856	−373	TRIM
338	Strong Tower Advisory Services	$9.1M	45,672	+580	ADD
339	Canada Post Corp Registered Pension Plan	$9.1M	45,477	+519	ADD
340	Callan Family Office, LLC	$8.9M	44,917	+6,315	ADD
341	HARTFORD INVESTMENT MANAGEMENT CO	$8.9M	44,753	−473	TRIM
342	Private Advisory Group LLC	$8.9M	44,687	+3,040	ADD
343	Merit Financial Group, LLC	$8.8M	44,058	+7,666	ADD
344	WHITTIER TRUST CO	$8.7M	41,069	+67	ADD
345	Aptus Capital Advisors, LLC	$8.7M	43,720	+34,925	ADD
346	Allworth Financial LP	$8.6M	43,456	+4,289	ADD
347	TWO SIGMA INVESTMENTS, LP	$8.5M	42,927	−766,004	TRIM
348	BROWN ADVISORY INC	$8.5M	42,817	+1,100	ADD
349	Prospect Financial Services LLC	$8.5M	42,566	−211	TRIM
350	WINDWARD CAPITAL MANAGEMENT CO /CA	$8.4M	42,126	−117	TRIM
351	IHT Wealth Management, LLC	$8.3M	41,729	+4,817	ADD
352	BEACON INVESTMENT ADVISORY SERVICES, INC.	$8.2M	41,244	+41,244	NEW
353	Alphadyne Asset Management LP	$8.2M	41,055	+38,826	ADD
354	TRITONPOINT WEALTH, LLC	$8.1M	40,826	−371	TRIM
355	MOORE CAPITAL MANAGEMENT, LP	$8.1M	40,741	−26,210	TRIM
356	CADINHA & CO LLC	$8.1M	40,610	+35,091	ADD
357	GLENMEDE TRUST CO NA	$7.9M	39,917	+2,168	ADD
358	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$7.9M	39,665	−190	TRIM
359	Y-Intercept (Hong Kong) Ltd	$7.8M	39,360	+39,360	NEW
360	BUFFALO BUSINESS & ESTATE SERVICES LTD	$7.8M	39,160	+31,897	ADD
361	PEAK6 LLC	$7.8M	39,144	−260,996	TRIM
362	SCS Capital Management LLC	$7.7M	38,535	−1,928	TRIM
363	Stratos Wealth Partners, LTD.	$7.6M	38,420	+867	ADD
364	Maryland State Retirement & Pension System	$7.6M	38,202	+966	ADD
365	Steigerwald, Gordon & Koch Inc.	$7.6M	37,965	+2,412	ADD
366	ADAMS DIVERSIFIED EQUITY FUND, INC.	$7.5M	37,700	+37,700	NEW
367	DKRT Investments Corp.	$7.5M	37,500	0	NO CHANGE
368	PATTEN & PATTEN INC/TN	$7.4M	37,357	+2,257	ADD
369	OMERS ADMINISTRATION Corp	$7.4M	37,128	+9,093	ADD
370	INTERCAPITAL, LLC	$7.4M	37,000	−12,800	TRIM
371	FAGAN ASSOCIATES, INC.	$7.3M	36,794	+277	ADD
372	JOHNSON INVESTMENT COUNSEL INC	$7.3M	36,773	−740	TRIM
373	Bell & Brown Wealth Advisors, LLC	$7.3M	36,676	+463	ADD
374	NICOLET BANKSHARES INC	$7.3M	35,698	+35,698	NEW
375	Live Oak Private Wealth LLC	$7.3M	36,518	+1,158	ADD
376	Schonfeld Strategic Advisors LLC	$7.2M	36,349	−236,026	TRIM
377	SIERRA SUMMIT ADVISORS LLC	$7.2M	36,321	+36,321	NEW
378	BNP Paribas Asset Management Holding S.A.	$7.2M	36,119	−264,945	TRIM
379	Financiere des Professionnels - Fonds d'investissement inc.	$7.2M	35,968	+29,598	ADD
380	Themes Management Co LLC	$7.1M	35,905	+15,084	ADD
381	JANE STREET GROUP, LLC	$7.1M	35,837	−10,870	TRIM
382	CENTRAL TRUST Co	$7.1M	35,807	+196	ADD
383	MEYER HANDELMAN CO	$7.1M	35,711	−1,500	TRIM
384	ALLIANZ SE	$7.1M	35,594	+30,380	ADD
385	Next Level Private LLC	$7.0M	35,262	+290	ADD
386	Ally Financial Inc.	$7.0M	35,000	0	NO CHANGE
387	CHOREO, LLC	$6.9M	34,825	+5,701	ADD
388	Sepio Capital, LP	$6.9M	34,737	−2,328	TRIM
389	MONETA GROUP INVESTMENT ADVISORS LLC	$6.9M	34,583	+1,592	ADD
390	INDEPENDENT FINANCIAL GROUP, LLC	$6.9M	34,544	—	NO PRIOR
391	ABN AMRO INVESTMENT SOLUTIONS	$6.8M	34,243	+4,907	ADD
392	KWMG, LLC	$6.8M	34,134	+1,031	ADD
393	Old North State Wealth Management, LLC	$6.8M	33,965	+6,479	ADD
394	LAZARI CAPITAL MANAGEMENT, INC.	$6.7M	33,879	+1,488	ADD
395	Fort Sheridan Advisors LLC	$6.7M	33,673	+52	ADD
396	BRADLEY FOSTER & SARGENT INC/CT	$6.7M	33,468	−29,580	TRIM
397	Envestnet Portfolio Solutions, Inc.	$6.6M	33,405	−25,255	TRIM
398	Vident Advisory, LLC	$6.6M	33,259	+11,592	ADD
399	B. Riley Wealth Advisors, Inc.	$6.6M	34,648	−1,515	TRIM
400	Vontobel Holding Ltd.	$6.5M	32,697	+7,210	ADD
401	Pinnacle Financial Partners, Inc.	$6.5M	32,638	+3,478	ADD
402	HBK INVESTMENTS L P	$6.5M	32,534	+32,534	NEW
403	First Dallas Securities Inc.	$6.5M	32,437	+745	ADD
404	Cambridge Financial Group, Inc.	$6.5M	32,410	+1,635	ADD
405	Ratan Capital Management LP	$6.4M	32,328	−35,672	TRIM
406	MUFG Securities EMEA plc	$6.4M	32,197	−53,081	TRIM
407	Mutual Advisors, LLC	$6.4M	32,000	+6,013	ADD
408	Peregrine Asset Advisers, Inc.	$6.3M	31,821	−732	TRIM
409	Sowell Financial Services LLC	$6.3M	31,755	+877	ADD
410	Brookstone Capital Management	$6.3M	31,522	−266	TRIM
411	Stamos Capital Partners, L.P.	$6.1M	30,460	+3,082	ADD
412	Cane Capital Partners, LLC	$6.0M	30,176	+12,110	ADD
413	EagleClaw Capital Managment, LLC	$5.9M	29,505	−150	TRIM
414	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$5.8M	29,215	−106,223	TRIM
415	Stanley-Laman Group, Ltd.	$5.8M	29,196	+905	ADD
416	KKM Financial LLC	$5.8M	26,669	0	NO CHANGE
417	Man Group plc	$5.8M	29,016	−54,740	TRIM
418	McAlister, Sweet & Associates, Inc.	$5.8M	28,966	+28,966	NEW
419	Pure Financial Advisors, LLC	$5.7M	28,770	+1,158	ADD
420	Sterling Capital Management LLC	$5.7M	28,705	−1,285	TRIM
421	TOKIO MARINE ASSET MANAGEMENT CO LTD	$5.7M	28,631	+2,649	ADD
422	INTECH INVESTMENT MANAGEMENT LLC	$5.7M	28,591	+1,613	ADD
423	Soltis Investment Advisors LLC	$5.6M	28,298	+983	ADD
424	THOMPSON INVESTMENT MANAGEMENT, INC.	$5.6M	28,261	−244	TRIM
425	SteelPeak Wealth, LLC	$5.6M	28,205	+7,796	ADD
426	Gibbs Wealth Management	$5.6M	28,171	+19,208	ADD
427	Larson Financial Group LLC	$5.6M	28,106	+823	ADD
428	EP Wealth Advisors, LLC	$5.6M	28,008	+1,130	ADD
429	Advisors Asset Management, Inc.	$5.6M	27,930	+4,042	ADD
430	EDMOND DE ROTHSCHILD HOLDING S.A.	$5.5M	27,680	+26,680	ADD
431	HB Wealth Management, LLC	$5.5M	27,598	+3,356	ADD
432	ICICI Prudential Asset Management Co Ltd	$5.5M	27,522	−12,560	TRIM
433	Sigma Planning Corp	$5.4M	27,230	+2,467	ADD
434	Bouvel Investment Partners, LLC	$5.4M	27,161	+269	ADD
435	Mengis Capital Management, Inc.	$5.3M	26,680	+5,710	ADD
436	Codex Capital Asset Management L.L.C.	$5.3M	26,500	+26,500	NEW
437	Gray Foundation	$5.3M	26,400	0	NO CHANGE
438	Leelyn Smith, LLC	$5.2M	26,305	+1,021	ADD
439	Texas Yale Capital Corp.	$5.2M	26,274	0	NO CHANGE
440	Bedell Frazier Investment Counselling, LLC	$5.2M	26,155	−7	TRIM
441	CASTLEARK MANAGEMENT LLC	$5.2M	26,080	−22,690	TRIM
442	PFG Investments, LLC	$5.2M	25,942	+751	ADD
443	INTEGRITY WEALTH ADVISORS, INC.	$5.2M	25,892	+4,064	ADD
444	Apollon Wealth Management, LLC	$5.1M	25,714	+838	ADD
445	Clark Capital Management Group, Inc.	$5.1M	25,531	−345	TRIM
446	Composition Wealth, LLC	$5.1M	25,506	+361	ADD
447	Aviance Capital Partners, LLC	$5.1M	25,464	−16	TRIM
448	Vest Financial, LLC	$5.0M	25,356	+2,483	ADD
449	Blue Zone Wealth Advisors, LLC	$5.0M	25,331	−315	TRIM
450	Hennion & Walsh Asset Management, Inc.	$5.0M	25,305	+3,894	ADD
451	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$5.0M	25,128	+107	ADD
452	COLDSTREAM CAPITAL MANAGEMENT INC	$5.0M	25,092	+2,800	ADD
453	Clear Street Group Inc.	$5.0M	25,053	−8,011	TRIM
454	CITIZENS FINANCIAL GROUP INC/RI	$5.0M	24,957	+12,150	ADD
455	Moors & Cabot, Inc.	$5.0M	24,898	+774	ADD
456	WINTON GROUP Ltd	$4.9M	24,813	−52,976	TRIM
457	Fiera Capital Corp	$4.9M	24,716	−1,195	TRIM
458	Phoenix Financial Ltd.	$4.9M	24,581	−536	TRIM
459	KP Management LLC	$4.9M	24,500	−2,500	TRIM
460	GERMAN AMERICAN BANCORP, INC.	$4.9M	24,472	+167	ADD
461	Portside Wealth Group, LLC	$4.9M	24,393	+2,051	ADD
462	Shay Capital LLC	$4.8M	24,000	−8,100	TRIM
463	Victrix Investment Advisors	$4.8M	23,991	+1,001	ADD
464	Compound Planning, Inc.	$4.8M	23,958	+721	ADD
465	Snowden Capital Advisors LLC	$4.7M	23,531	+2,050	ADD
466	HUB Investment Partners, LLC	$4.7M	23,516	+2,706	ADD
467	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$4.7M	23,471	−32,416	TRIM
468	Bank Julius Baer & Co. Ltd, Zurich	$4.7M	23,924	+12,095	ADD
469	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$4.6M	23,029	+15,764	ADD
470	LAKE STREET PRIVATE WEALTH, LLC	$4.6M	22,972	+18,117	ADD
471	R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC	$4.6M	22,950	0	NO CHANGE
472	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$4.6M	22,861	+7,688	ADD
473	Venture Visionary Partners LLC	$4.5M	22,733	+916	ADD
474	Mystic Asset Management, Inc.	$4.5M	22,707	−261	TRIM
475	Independent Advisor Alliance	$4.5M	22,562	+1,438	ADD
476	D L CARLSON INVESTMENT GROUP INC	$4.5M	22,545	+516	ADD
477	NEEDHAM INVESTMENT MANAGEMENT LLC	$4.5M	22,500	0	NO CHANGE
478	Barbara Oil Co.	$4.5M	22,500	0	NO CHANGE
479	Apriem Advisors	$4.5M	22,424	−155	TRIM
480	WHITTIER TRUST CO OF NEVADA INC	$4.5M	20,965	−1,537	TRIM
481	Metis Global Partners, LLC	$4.4M	22,330	−2,441	TRIM
482	Hillman Capital Management, Inc.	$4.4M	22,326	−3,101	TRIM
483	Clearstead Advisors, LLC	$4.4M	22,290	+893	ADD
484	KILEY JUERGENS WEALTH MANAGEMENT, LLC	$4.4M	22,285	+4,359	ADD
485	Kingsview Wealth Management, LLC	$4.4M	22,227	+1,048	ADD
486	Pegasus Asset Management, Inc.	$4.4M	22,100	+436	ADD
487	Stratos Investment Management, LLC	$4.4M	22,070	+19,869	ADD
488	CASTLEKEEP INVESTMENT ADVISORS LLC	$4.3M	21,836	+736	ADD
489	Advisors Capital Management, LLC	$4.3M	21,833	+38	ADD
490	Farmers & Merchants Trust Co of Long Beach	$4.3M	21,833	−326	TRIM
491	MUFG SECURITIES AMERICAS INC.	$4.3M	21,731	+635	ADD
492	Savant Capital, LLC	$4.3M	21,675	+1,493	ADD
493	North Dakota State Investment Board	$4.3M	21,660	−3,970	TRIM
494	INSIGNEO ADVISORY SERVICES, LLC	$4.3M	21,564	+3,636	ADD
495	Rench Wealth Management, Inc.	$4.3M	21,541	+246	ADD
496	Wealthspire Advisors, LLC	$4.3M	21,518	−1,199	TRIM
497	AE Wealth Management LLC	$4.3M	21,503	+5,649	ADD
498	FOURPATH CAPITAL MANAGEMENT, LLC	$4.2M	21,306	+4,790	ADD
499	SECURIAN ASSET MANAGEMENT, INC	$4.2M	21,292	0	NO CHANGE
500	Oak Thistle LLC	$4.2M	21,291	+14,111	ADD

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

Congress ↔ notable managers · BA

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

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Julie Johnson D–TX-32 $2K–$30K
Sellers: 2 Kevin Hern R–OK-1, Julie Johnson D–TX-32 $17K–$80K

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

Notable managers · quarter ended 2026-03-31

Adding: 2 Caxton Associates, Gotham Asset Management $123M held
Trimming: 2 Viking Global Investors, Moore Capital Management $644M held

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

Merged timeline of congressional filings and notable-manager moves on BA
Date	Who	Change	Size
2026-09-01	Kevin Hern Congress	SELL	$1K–$15K
2026-09-01	Kevin Hern Congress	SELL	$15K–$50K
2026-08-05	Julie Johnson Congress	SELL	$1K–$15K
2026-08-05	Julie Johnson Congress	BUY	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+597 sh
2026-05-15	Viking Global Investors 13F	TRIM	−757,046 sh
2026-05-15	Moore Capital Management 13F	TRIM	−26,210 sh
2026-05-14	Caxton Associates 13F	ADD	+600,366 sh

9 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

56 members of Congress disclosed BA — 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).