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 ↗

CITIGROUP INC · COM · quarter ended 2026-03-31 · 41 members disclosed C ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,041 holders are listed, largest first: 2,041
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $136B
holders whose share count rose or who opened the position (new + add), by shares: 939
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 191

Holders — quarter ended 2026-03-31

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

13F holders of C ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$17.4B	153,780,316	−7,858,226	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$12.4B	109,658,356	—	NO PRIOR
3	STATE STREET CORP	$8.9B	78,042,648	−1,871,853	TRIM
4	GEODE CAPITAL MANAGEMENT, LLC	$4.8B	42,312,782	−939,590	TRIM
5	Capital World Investors	$4.6B	40,720,859	−5,991,234	TRIM
6	FRANKLIN RESOURCES INC	$4.4B	38,971,315	+4,774,532	ADD
7	Fisher Asset Management, LLC	$4.0B	35,218,996	+1,331,711	ADD
8	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.7B	32,457,746	—	NO PRIOR
9	FMR LLC	$3.4B	29,956,262	−1,002,616	TRIM
10	MORGAN STANLEY	$3.2B	27,842,086	+880,565	ADD
11	BANK OF AMERICA CORP /DE/	$3.0B	26,869,012	+728,043	ADD
12	Bank of New York Mellon Corp	$2.7B	23,434,785	−117,215	TRIM
13	NORTHERN TRUST CORP	$2.1B	18,871,558	−329,671	TRIM
14	Invesco Ltd.	$1.8B	16,306,017	+1,166,614	ADD
15	Legal & General Group Plc	$1.5B	13,623,331	−197,345	TRIM
16	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.5B	13,354,702	−1,850,228	TRIM
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.4B	12,617,529	−12,302	TRIM
18	Nuveen, LLC	$1.4B	12,463,390	−695,695	TRIM
19	Amundi	$1.4B	12,126,823	+374,840	ADD
20	AMERIPRISE FINANCIAL INC	$1.3B	11,629,086	−1,759,635	TRIM
21	Artisan Partners Limited Partnership	$1.3B	11,497,962	−122,294	TRIM
22	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.3B	11,257,851	−145,592	TRIM
23	Swedbank AB	$1.1B	9,701,868	−632,103	TRIM
24	VANGUARD FIDUCIARY TRUST CO	$1.1B	9,531,125	—	NO PRIOR
25	WELLS FARGO & COMPANY/MN	$1.1B	9,291,487	−2,727,269	TRIM
26	HARRIS ASSOCIATES L P	$1.1B	9,270,652	−770,517	TRIM
27	ROYAL BANK OF CANADA	$976M	8,601,552	−41,153	TRIM
28	PZENA INVESTMENT MANAGEMENT LLC	$927M	8,175,364	−2,439,770	TRIM
29	THORNBURG INVESTMENT MANAGEMENT INC	$906M	7,988,210	−29,472	TRIM
30	NORDEA INVESTMENT MANAGEMENT AB	$899M	8,177,992	+191,585	ADD
31	DIMENSIONAL FUND ADVISORS LP	$898M	7,923,659	+141,215	ADD
32	DEUTSCHE BANK AG\	$874M	7,709,106	+550,964	ADD
33	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$797M	7,025,948	−615,766	TRIM
34	UBS Group AG	$790M	6,969,507	+1,319,492	ADD
35	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$761M	6,707,297	+1,155,850	ADD
36	BANK OF MONTREAL /CAN/	$760M	6,700,649	−1,040,744	TRIM
37	AQR CAPITAL MANAGEMENT LLC	$604M	5,422,294	−637,400	TRIM
38	D. E. Shaw & Co., Inc.	$604M	5,323,377	+4,299,813	ADD
39	HSBC HOLDINGS PLC	$601M	5,307,292	−6,268,986	TRIM
40	MILLENNIUM MANAGEMENT LLC	$545M	4,809,646	+1,309,670	ADD
41	BARCLAYS PLC	$534M	4,705,855	+293,584	ADD
42	CITADEL ADVISORS LLC	$515M	4,545,334	+1,156,112	ADD
43	CANADA PENSION PLAN INVESTMENT BOARD	$504M	4,448,155	−274,402	TRIM
44	TWO SIGMA INVESTMENTS, LP	$488M	4,301,867	+2,584,534	ADD
45	ALLIANCEBERNSTEIN L.P.	$485M	4,158,860	−589,574	TRIM
46	National Pension Service	$459M	4,051,107	+4,051,107	NEW
47	Sumitomo Mitsui Trust Group, Inc.	$458M	4,036,831	−311,577	TRIM
48	Mitsubishi UFJ Asset Management Co., Ltd.	$453M	3,998,619	+179,148	ADD
49	JANE STREET GROUP, LLC	$448M	3,952,458	+3,007,174	ADD
50	Vanguard Global Advisers, LLC	$416M	3,668,756	—	NO PRIOR
51	ACR Alpine Capital Research, LLC	$402M	3,544,555	−45,141	TRIM
52	RAYMOND JAMES FINANCIAL INC	$395M	3,494,347	+269,306	ADD
53	Qube Research & Technologies Ltd	$362M	3,195,592	+2,228,480	ADD
54	First Pacific Advisors, LP	$360M	3,175,212	−331,719	TRIM
55	VANGUARD ASSET MANAGEMENT, Ltd	$355M	3,128,498	—	NO PRIOR
56	Robeco Institutional Asset Management B.V.	$341M	3,005,555	+112,058	ADD
57	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$340M	2,996,850	+176,727	ADD
58	ENVESTNET ASSET MANAGEMENT INC	$329M	2,903,455	+403,985	ADD
59	PRUDENTIAL FINANCIAL INC	$313M	2,759,377	+309,814	ADD
60	NEW YORK STATE COMMON RETIREMENT FUND	$289M	2,551,933	−62,300	TRIM
61	VOYA INVESTMENT MANAGEMENT LLC	$285M	2,515,672	−1,283,713	TRIM
62	BNP Paribas Asset Management Holding S.A.	$284M	2,500,805	−228,014	TRIM
63	BRANDES INVESTMENT PARTNERS, LP	$277M	2,444,489	+83,457	ADD
64	PRIMECAP MANAGEMENT CO/CA/	$271M	2,390,500	−77,800	TRIM
65	PRINCIPAL FINANCIAL GROUP INC	$271M	2,385,387	−237,490	TRIM
66	BANK OF NOVA SCOTIA	$256M	2,255,327	+640,614	ADD
67	LPL Financial LLC	$253M	2,232,638	+62,116	ADD
68	SEB Asset Management AB	$253M	2,230,597	—	NO PRIOR
69	Cullen Capital Management, LLC	$252M	2,218,190	−84,558	TRIM
70	Eurizon Capital SGR S.p.A.	$250M	2,227,127	−325,728	TRIM
71	SEI INVESTMENTS CO	$245M	2,160,350	+263,250	ADD
72	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$240M	2,117,206	+1,530,449	ADD
73	BALYASNY ASSET MANAGEMENT L.P.	$239M	2,110,805	+1,785,796	ADD
74	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$226M	1,992,914	−730,210	TRIM
75	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$212M	1,872,525	−293,492	TRIM
76	DnB Asset Management AS	$205M	1,808,403	+15,397	ADD
77	STIFEL FINANCIAL CORP	$200M	1,766,264	+36,420	ADD
78	Allspring Global Investments Holdings, LLC	$191M	1,655,470	−98,468	TRIM
79	STOREBRAND ASSET MANAGEMENT AS	$190M	1,679,309	—	NO PRIOR
80	AVIVA PLC	$186M	1,636,616	+46,255	ADD
81	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$185M	1,632,927	+1,107,927	ADD
82	MENORA MIVTACHIM HOLDINGS LTD.	$184M	1,624,700	+1,624,700	NEW
83	Man Group plc	$184M	1,623,605	−421,376	TRIM
84	B. Metzler seel. Sohn & Co. AG	$178M	1,571,553	−72,471	TRIM
85	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$176M	1,552,066	−58,176	TRIM
86	MACKENZIE FINANCIAL CORP	$176M	1,549,318	−203,893	TRIM
87	Quantinno Capital Management LP	$170M	1,497,577	+351,849	ADD
88	NATIONAL BANK OF CANADA /FI/	$167M	1,472,033	+769,778	ADD
89	Aberdeen Group plc	$166M	1,462,513	+39,692	ADD
90	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$165M	1,453,211	+1,453,211	NEW
91	Korea Investment CORP	$164M	1,442,074	−174,653	TRIM
92	Patient Capital Management, LLC	$160M	1,413,870	+122,076	ADD
93	JACOBS LEVY EQUITY MANAGEMENT, INC	$159M	1,399,891	+216,750	ADD
94	Point72 Asset Management, L.P.	$156M	1,372,377	+16,093	ADD
95	UniSuper Management Pty Ltd	$148M	1,300,712	−6,139	TRIM
96	SCHRODER INVESTMENT MANAGEMENT GROUP	$147M	1,300,261	+75,557	ADD
97	DONALD SMITH & CO., INC.	$147M	1,291,904	+31,474	ADD
98	MACQUARIE GROUP LTD	$146M	1,284,256	−376,805	TRIM
99	PFA Pension, Forsikringsaktieselskab	$137M	1,208,040	+1,208,040	NEW
100	FIRST TRUST ADVISORS LP	$136M	1,202,559	+115,099	ADD
101	Zurcher Kantonalbank (Zurich Cantonalbank)	$136M	1,196,353	+1,196,353	NEW
102	TD Waterhouse Canada Inc.	$135M	1,174,849	+502,542	ADD
103	OFI INVEST ASSET MANAGEMENT	$135M	1,367,144	+688,559	ADD
104	CIBC WORLD MARKET INC.	$134M	1,185,094	+595,944	ADD
105	Freestone Grove Partners LP	$134M	1,180,436	+1,180,436	NEW
106	Advisors Capital Management, LLC	$131M	1,158,636	−43,662	TRIM
107	CI INVESTMENTS INC.	$131M	1,151,460	−25,661	TRIM
108	Squarepoint Ops LLC	$126M	1,113,679	−192,163	TRIM
109	Cerity Partners LLC	$125M	1,103,143	+23,901	ADD
110	FEDERATED HERMES, INC.	$125M	1,100,039	+6,947	ADD
111	AMF Tjanstepension AB	$125M	1,099,751	+14,792	ADD
112	Universal- Beteiligungs- und Servicegesellschaft mbH	$124M	1,098,177	−180,564	TRIM
113	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$124M	1,091,708	+1,091,708	NEW
114	TD ASSET MANAGEMENT INC	$123M	1,087,834	+25,231	ADD
115	Retirement Systems of Alabama	$123M	1,086,502	−9,551	TRIM
116	Rokos Capital Management LLP	$120M	1,055,043	−847	TRIM
117	Mitsubishi UFJ Trust & Banking Corp	$119M	1,045,361	−92,288	TRIM
118	AMERICAN CENTURY COMPANIES INC	$117M	1,032,031	−105,402	TRIM
119	Lansforsakringar Fondforvaltning AB (publ)	$117M	1,031,974	−166,651	TRIM
120	CIBC Bancorp USA Inc.	$116M	1,024,947	—	NO PRIOR
121	Trexquant Investment LP	$116M	1,024,876	+939,911	ADD
122	Ensign Peak Advisors, Inc	$116M	1,019,367	−43,360	TRIM
123	DANSKE BANK A/S	$113M	994,993	−40,479	TRIM
124	PARNASSUS INVESTMENTS, LLC	$112M	989,158	−15	TRIM
125	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$111M	979,862	+713,128	ADD
126	STATE OF WISCONSIN INVESTMENT BOARD	$111M	979,188	−2,733	TRIM
127	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$109M	965,442	+162,275	ADD
128	NISSAY ASSET MANAGEMENT CORP /JAPAN	$108M	955,923	+46,688	ADD
129	Asset Management One Co., Ltd.	$108M	948,135	−101,755	TRIM
130	VICTORY CAPITAL MANAGEMENT INC	$107M	946,105	−308,332	TRIM
131	Boston Partners	$105M	928,913	−513,671	TRIM
132	CITIGROUP INC	$105M	925,790	−543,534	TRIM
133	DAVENPORT & Co LLC	$103M	905,597	−181,276	TRIM
134	KLP KAPITALFORVALTNING AS	$102M	898,541	+14,300	ADD
135	WORLDQUANT MILLENNIUM ADVISORS LLC	$102M	897,859	−123,706	TRIM
136	TEACHER RETIREMENT SYSTEM OF TEXAS	$102M	897,008	+274,954	ADD
137	ADAGE CAPITAL PARTNERS GP, L.L.C.	$102M	895,486	−503,700	TRIM
138	Mariner, LLC	$100M	886,672	+50,510	ADD
139	OPPENHEIMER ASSET MANAGEMENT INC.	$98.5M	868,395	+137	ADD
140	Chevy Chase Trust Holdings, LLC	$98.5M	868,284	−46,276	TRIM
141	NOMURA ASSET MANAGEMENT CO LTD	$98.0M	864,329	−50,295	TRIM
142	ROYAL LONDON ASSET MANAGEMENT LTD	$98.0M	863,855	−12,532	TRIM
143	Zurich Insurance Group Ltd/FI	$96.9M	854,350	−283,078	TRIM
144	KAHN BROTHERS GROUP INC	$95.4M	840,897	−35,381	TRIM
145	APG Asset Management N.V.	$94.6M	961,487	+5,948	ADD
146	PUBLIC SECTOR PENSION INVESTMENT BOARD	$93.7M	826,068	+190,358	ADD
147	Rockefeller Capital Management L.P.	$93.6M	825,709	−98,275	TRIM
148	MARSICO CAPITAL MANAGEMENT LLC	$92.3M	814,221	−22,508	TRIM
149	Bridgewater Associates, LP	$90.0M	793,414	+77,089	ADD
150	HOMESTEAD ADVISERS CORP	$89.9M	799,666	−73,600	TRIM
151	Pictet Asset Management Holding SA	$89.0M	784,856	−113,958	TRIM
152	Vanguard Investments Australia, Ltd.	$86.3M	761,017	—	NO PRIOR
153	DIAMOND HILL CAPITAL MANAGEMENT INC	$85.7M	756,106	0	NO CHANGE
154	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$84.8M	748,069	−13,722	TRIM
155	Calamos Advisors LLC	$83.2M	733,611	+81,723	ADD
156	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$83.1M	732,846	−19,029	TRIM
157	TORONTO DOMINION BANK	$82.1M	723,603	−253,980	TRIM
158	Focus Partners Wealth	$80.7M	709,877	+31,102	ADD
159	OSAIC HOLDINGS, INC.	$79.9M	704,055	+237,499	ADD
160	DEPRINCE RACE & ZOLLO INC	$78.3M	690,170	−1,590	TRIM
161	Banco Santander, S.A.	$76.8M	677,198	+31,043	ADD
162	RENAISSANCE TECHNOLOGIES LLC	$76.5M	674,674	+674,674	NEW
163	Teewinot Capital Advisers, L.L.C.	$75.3M	664,358	+161,000	ADD
164	Spectrum Financial Alliance Ltd LLC	$74.7M	658,445	+17,422	ADD
165	MERCER GLOBAL ADVISORS INC /ADV	$74.6M	657,994	+40,194	ADD
166	Sarasin & Partners LLP	$74.3M	654,822	+654,822	NEW
167	FIRST FINANCIAL BANKSHARES INC	$73.1M	644,815	−2,702	TRIM
168	NATIXIS	$72.7M	640,912	+370,978	ADD
169	CAUSEWAY CAPITAL MANAGEMENT LLC	$72.0M	634,931	−62,514	TRIM
170	LETKO, BROSSEAU & ASSOCIATES INC	$71.6M	631,490	−178,970	TRIM
171	Corient Private Wealth LLC	$70.3M	627,045	−1,085,534	TRIM
172	FOUNDATIONS INVESTMENT ADVISORS, LLC	$70.0M	617,615	+55,097	ADD
173	State of New Jersey Common Pension Fund D	$69.9M	615,945	−12,970	TRIM
174	Mediolanum International Funds Ltd	$69.0M	643,570	−39,412	TRIM
175	Cetera Investment Advisers	$68.7M	605,729	+70,308	ADD
176	DONALDSON CAPITAL MANAGEMENT, LLC	$66.7M	587,965	+7,865	ADD
177	Resona Asset Management Co.,Ltd.	$66.2M	589,445	−9,331	TRIM
178	Federation des caisses Desjardins du Quebec	$64.9M	572,003	−50,196	TRIM
179	FIFTH THIRD BANCORP	$64.3M	566,581	+422,097	ADD
180	Hudson Bay Capital Management LP	$63.9M	563,191	+210,945	ADD
181	CIBC Asset Management Inc	$63.8M	562,863	+27,120	ADD
182	Alyeska Investment Group, L.P.	$61.8M	545,255	+189,770	ADD
183	AE Wealth Management LLC	$61.8M	545,229	+257,479	ADD
184	Tredje AP-fonden	$61.8M	544,653	+127,094	ADD
185	GREAT LAKES ADVISORS, LLC	$61.2M	539,897	−225,514	TRIM
186	Grantham, Mayo, Van Otterloo & Co. LLC	$60.2M	530,716	−21,999	TRIM
187	Bank Julius Baer & Co. Ltd, Zurich	$58.6M	516,516	−516,863	TRIM
188	Nippon Life Global Investors Americas, Inc.	$58.5M	515,810	−170,930	TRIM
189	Delta Global Management LP	$58.1M	511,933	−76,554	TRIM
190	ZACKS INVESTMENT MANAGEMENT	$57.6M	507,807	−5,339	TRIM
191	STATE OF MICHIGAN RETIREMENT SYSTEM	$57.4M	505,936	−11,900	TRIM
192	Mirae Asset Global Investments Co., Ltd.	$57.1M	503,150	+32,320	ADD
193	US BANCORP \DE\	$55.9M	492,544	−7,964	TRIM
194	Arizona State Retirement System	$55.6M	490,144	−30,323	TRIM
195	1832 Asset Management L.P.	$55.6M	490,053	−2,077,318	TRIM
196	Czech National Bank	$54.0M	475,924	+4,112	ADD
197	BROWN ADVISORY INC	$53.8M	474,699	+526	ADD
198	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$53.8M	474,441	+169,050	ADD
199	GROUPAMA ASSET MANAGMENT	$53.6M	472,683	−6,833	TRIM
200	Fiera Capital Corp	$50.8M	447,554	−45,256	TRIM
201	NISA INVESTMENT ADVISORS, LLC	$49.9M	440,206	−134,629	TRIM
202	INTECH INVESTMENT MANAGEMENT LLC	$49.3M	434,710	+64,039	ADD
203	Engineers Gate Manager LP	$49.3M	434,398	+290,503	ADD
204	COOKE & BIELER LP	$49.0M	431,883	−135,552	TRIM
205	Rafferty Asset Management, LLC	$48.2M	424,848	−124,308	TRIM
206	MetLife Investment Management, LLC	$47.9M	422,054	−21,922	TRIM
207	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$47.6M	419,862	+416,484	ADD
208	IEQ CAPITAL, LLC	$47.1M	415,190	+24,834	ADD
209	Crossmark Global Holdings, Inc.	$46.8M	412,478	—	NO PRIOR
210	Capital International Sarl	$46.2M	407,780	+6,733	ADD
211	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$46.2M	407,067	−9,134	TRIM
212	TERRIL BROTHERS, INC.	$46.0M	405,494	−400	TRIM
213	Graham Capital Management, L.P.	$44.1M	389,193	+148,099	ADD
214	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$43.7M	387,092	+201,577	ADD
215	Baird Financial Group, Inc.	$43.6M	384,533	+384,533	NEW
216	Candriam S.C.A.	$43.5M	383,662	+40,632	ADD
217	Nexus Investment Management ULC	$43.5M	383,198	−7,005	TRIM
218	TRUIST FINANCIAL CORP	$43.1M	380,296	+4,319	ADD
219	QRG CAPITAL MANAGEMENT, INC.	$42.7M	376,613	+17,364	ADD
220	ProShare Advisors LLC	$42.3M	372,847	−26,447	TRIM
221	Creative Planning	$41.9M	369,286	−32,035	TRIM
222	TOCQUEVILLE ASSET MANAGEMENT L.P.	$41.5M	366,101	−7,414	TRIM
223	IFM Investors Pty Ltd	$41.2M	363,013	+1,399	ADD
224	JUPITER ASSET MANAGEMENT LTD	$41.1M	362,069	−1,621,496	TRIM
225	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$39.8M	473,307	+64,307	ADD
226	COMMONWEALTH EQUITY SERVICES, LLC	$39.8M	350,956	−11,366	TRIM
227	XPONANCE LLC	$39.7M	350,296	+34,324	ADD
228	Woodline Partners LP	$39.0M	343,914	+37,677	ADD
229	HighTower Advisors, LLC	$38.8M	342,463	+26,670	ADD
230	Varma Mutual Pension Insurance Co	$38.8M	341,876	0	NO CHANGE
231	STALEY CAPITAL ADVISERS INC	$38.7M	341,030	−8,005	TRIM
232	M&G Plc	$38.1M	336,807	−1,837	TRIM
233	ASSETMARK, INC	$37.9M	333,805	+12,439	ADD
234	PANAGORA ASSET MANAGEMENT INC	$37.8M	333,601	−155,362	TRIM
235	PINNACLE ASSOCIATES LTD	$37.8M	333,255	−2,542	TRIM
236	Senator Investment Group LP	$37.4M	330,000	+330,000	NEW
237	Clearbridge Investments, LLC	$35.8M	315,482	−137,113	TRIM
238	AMERICAN FINANCIAL GROUP INC	$35.7M	315,000	0	NO CHANGE
239	Chescapmanager LLC	$35.3M	311,076	0	NO CHANGE
240	Daiwa Securities Group Inc.	$35.2M	310,124	−20,256	TRIM
241	CREDIT AGRICOLE S A	$35.1M	309,762	−483,496	TRIM
242	Artemis Investment Management LLP	$34.8M	306,859	−826,927	TRIM
243	USS Investment Management Ltd	$34.8M	306,651	+4,962	ADD
244	WAYCROSS PARTNERS, LLC	$34.7M	305,669	−61,688	TRIM
245	Capital International, Inc./CA/	$33.1M	292,155	−7,063	TRIM
246	Vinva Investment Management Ltd	$32.9M	306,970	+47,605	ADD
247	MML INVESTORS SERVICES, LLC	$32.0M	282,258	−83,203	TRIM
248	Utah Retirement Systems	$32.0M	281,798	−17,161	TRIM
249	Janus Henderson Group Ltd.	$31.6M	279,014	−355,173	TRIM
250	Swiss Life Asset Management Ltd	$31.5M	277,835	+13,821	ADD
251	WEDGE CAPITAL MANAGEMENT L L P/NC	$30.9M	272,754	−42,950	TRIM
252	Sequoia Financial Advisors, LLC	$30.9M	272,410	+3,848	ADD
253	BlueCrest Capital Management Ltd	$30.6M	269,604	−242,934	TRIM
254	Huber Capital Management LLC	$30.5M	268,755	0	NO CHANGE
255	Susquehanna Portfolio Strategies, LLC	$29.9M	263,975	0	NO CHANGE
256	Sumitomo Mitsui DS Asset Management Company, Ltd	$29.9M	263,239	+2,004	ADD
257	NEOS Investment Management LLC	$29.5M	260,045	+7,625	ADD
258	Glenview Trust Co	$29.4M	259,102	−4,469	TRIM
259	SALZHAUER MICHAEL	$29.4M	727,806	+650,504	ADD
260	SCOTIA CAPITAL INC.	$29.2M	257,813	−17,712	TRIM
261	Vanguard Personalized Indexing Management, LLC	$29.1M	256,379	+11,805	ADD
262	KLCM Advisors, Inc.	$29.0M	255,989	−1,888	TRIM
263	OPPENHEIMER & CO INC	$29.0M	255,894	−1,395	TRIM
264	TUDOR INVESTMENT CORP ET AL	$29.0M	255,688	+255,688	NEW
265	Sanctuary Advisors, LLC	$28.8M	253,944	+37,616	ADD
266	NewEdge Advisors, LLC	$28.2M	249,004	+249,004	NEW
267	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$28.1M	247,349	−5,277	TRIM
268	Rakuten Investment Management, Inc.	$28.0M	261,432	+23,865	ADD
269	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$28.0M	246,599	−80,075	TRIM
270	J. Safra Sarasin Holding AG	$27.9M	245,989	+233,489	ADD
271	Wealthfront Advisers LLC	$25.6M	225,974	+17,907	ADD
272	Andra AP-fonden	$25.5M	224,500	−60,900	TRIM
273	PRUDENTIAL PLC	$25.3M	223,021	+12,454	ADD
274	COOKSON PEIRCE & CO INC	$25.2M	221,939	−877	TRIM
275	Danica Pension, Livsforsikringsaktieselskab	$25.1M	221,163	+19,561	ADD
276	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$24.9M	219,991	−10,134	TRIM
277	YOUSIF CAPITAL MANAGEMENT, LLC	$24.8M	218,437	−15,825	TRIM
278	Parallax Volatility Advisers, L.P.	$24.7M	187,927	−127,466	TRIM
279	ExodusPoint Capital Management, LP	$24.6M	217,290	−75,355	TRIM
280	LGT Group Foundation	$24.6M	217,116	−36,798	TRIM
281	Quadrature Capital Ltd	$24.6M	216,961	+216,961	NEW
282	COMMERCE BANK	$24.6M	216,558	+22,593	ADD
283	HIGHLAND CAPITAL MANAGEMENT, LLC	$24.4M	214,980	−2,773	TRIM
284	CITIZENS FINANCIAL GROUP INC/RI	$24.0M	211,248	−6,945	TRIM
285	Vident Advisory, LLC	$23.8M	210,172	+45,002	ADD
286	TODD ASSET MANAGEMENT LLC	$23.6M	208,438	−37,876	TRIM
287	Verition Fund Management LLC	$23.6M	208,367	−86,990	TRIM
288	CWM, LLC	$23.6M	208,313	+21,945	ADD
289	Aptus Capital Advisors, LLC	$23.5M	207,123	−9,914	TRIM
290	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$23.3M	205,559	−7,020	TRIM
291	Americana Partners, LLC	$23.3M	205,453	+2,448	ADD
292	CAPITAL INTERNATIONAL LTD /CA/	$23.3M	205,069	−7,365	TRIM
293	GLENMEDE TRUST CO NA	$22.8M	201,281	−59,307	TRIM
294	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$22.7M	200,184	−4,700	TRIM
295	Allianz Asset Management GmbH	$22.0M	194,203	+23,937	ADD
296	GILDER GAGNON HOWE & CO LLC	$22.0M	193,736	−19,794	TRIM
297	Crake Asset Management LLP	$21.9M	193,000	+193,000	NEW
298	Capital Investment Advisors, LLC	$21.9M	192,860	−6,062	TRIM
299	WESTPAC BANKING CORP	$21.6M	190,503	+4,584	ADD
300	ASR Vermogensbeheer N.V.	$21.5M	189,976	+3,329	ADD
301	Hardman Johnston Global Advisors LLC	$21.4M	189,080	−10,370	TRIM
302	Tidal Investments LLC	$21.4M	192,120	+108,496	ADD
303	&PARTNERS	$21.4M	188,343	−12,162	TRIM
304	Vontobel Holding Ltd.	$21.3M	187,956	−38,505	TRIM
305	BLAIR WILLIAM & CO/IL	$21.3M	187,663	+3,001	ADD
306	Pinnacle Financial Partners, Inc.	$21.3M	187,506	+20,493	ADD
307	OP Asset Management Ltd	$21.2M	186,917	—	NO PRIOR
308	Longaeva Partners L.P.	$20.5M	180,620	+52,306	ADD
309	Carmel Capital Management L.L.C.	$20.1M	177,149	−1,800	TRIM
310	Atria Investments, Inc	$20.1M	177,040	−3,210	TRIM
311	Pathstone Holdings, LLC	$19.9M	175,795	+11,849	ADD
312	XTX Topco Ltd	$19.8M	174,518	+123,682	ADD
313	Henshaw Capital LLC	$19.7M	174,000	—	NO PRIOR
314	Waverly Advisors, LLC	$19.5M	172,035	+1,430	ADD
315	Investment Management Corp of Ontario	$19.5M	171,604	−4,325	TRIM
316	Alden Global Capital LLC	$19.3M	170,560	−32,951	TRIM
317	Foster Victor Wealth Advisors, LLC	$19.1M	147,606	+4,634	ADD
318	ING GROEP NV	$19.1M	168,139	+85,550	ADD
319	PICTON MAHONEY ASSET MANAGEMENT	$19.0M	167,450	−22,588	TRIM
320	Elgethun Capital Management	$19.0M	167,106	−7,609	TRIM
321	One Capital Management, LLC	$18.8M	165,968	+2,465	ADD
322	Illinois Municipal Retirement Fund	$18.4M	162,162	+16,808	ADD
323	WELLINGTON MANAGEMENT GROUP LLP	$18.4M	161,865	−164,763	TRIM
324	American Assets Investment Management, LLC	$18.3M	176,400	0	NO CHANGE
325	Jain Global LLC	$18.1M	159,728	+31,691	ADD
326	Elo Mutual Pension Insurance Co	$17.9M	157,611	−18,224	TRIM
327	EVERGREEN CAPITAL MANAGEMENT LLC	$17.8M	157,023	−1,921	TRIM
328	MANNING & NAPIER ADVISORS LLC	$17.6M	155,134	−5,020	TRIM
329	Generali Asset Management SPA SGR	$17.5M	154,421	−22,943	TRIM
330	AIA Group Ltd	$17.2M	152,012	−9,859	TRIM
331	Gradient Investments LLC	$17.2M	151,725	−3,698	TRIM
332	Blume Capital Management, Inc.	$17.1M	150,384	+9	ADD
333	Shellback Capital, LP	$17.0M	150,000	+150,000	NEW
334	Empowered Funds, LLC	$16.9M	149,430	+149,430	NEW
335	Adams Asset Advisors, LLC	$16.9M	149,307	−1,069	TRIM
336	Chesley Taft & Associates LLC	$16.9M	148,935	+1,562	ADD
337	SIERRA SUMMIT ADVISORS LLC	$16.9M	148,800	−30,300	TRIM
338	OMERS ADMINISTRATION Corp	$16.9M	148,763	+28,939	ADD
339	ProVise Management Group, LLC	$16.7M	147,185	−30,483	TRIM
340	Edgemoor Investment Advisors, Inc.	$16.6M	146,793	+2,999	ADD
341	Rock Point Advisors, LLC	$16.5M	145,922	−49,210	TRIM
342	Dai-ichi Life Insurance Company, Ltd	$16.5M	145,407	−55,107	TRIM
343	Beacon Pointe Advisors, LLC	$16.4M	144,514	+60,083	ADD
344	RWA WEALTH PARTNERS, LLC	$16.3M	143,889	+1,871	ADD
345	Kazazian Asset Management, LLC	$16.2M	142,694	0	NO CHANGE
346	EASTERLY INVESTMENT PARTNERS LLC	$16.1M	143,621	−51,140	TRIM
347	Private Advisor Group, LLC	$15.8M	139,678	+5,105	ADD
348	ALLIANZ SE	$15.8M	139,171	0	NO CHANGE
349	FIRST NATIONAL BANK OF OMAHA	$15.8M	146,863	−17,707	TRIM
350	SKBA CAPITAL MANAGEMENT LLC	$15.6M	137,700	−400	TRIM
351	Azimuth Capital Investment Management LLC	$15.6M	137,648	+3,760	ADD
352	NFJ INVESTMENT GROUP, LLC	$15.5M	137,088	−24,289	TRIM
353	Steward Partners Investment Advisory, LLC	$15.5M	136,718	+22,842	ADD
354	Brevan Howard Capital Management LP	$15.4M	140,370	−145,629	TRIM
355	MUFG Securities EMEA plc	$15.3M	135,027	+54,674	ADD
356	BOURGEON CAPITAL MANAGEMENT LLC	$15.1M	132,722	+10,032	ADD
357	LAZARD ASSET MANAGEMENT LLC	$15.0M	132,445	+21,782	ADD
358	LEVEL FOUR ADVISORY SERVICES, LLC	$15.0M	131,839	−15,202	TRIM
359	Caprock Group, LLC	$14.8M	130,889	−9,235	TRIM
360	RITHOLTZ WEALTH MANAGEMENT	$14.8M	130,561	−2,118	TRIM
361	Avanza Fonder AB	$14.8M	130,467	−1,567	TRIM
362	Walleye Trading LLC	$14.7M	129,957	−79,008	TRIM
363	NorthCrest Asset Manangement, LLC	$14.7M	127,814	−43,550	TRIM
364	ABN AMRO Bank N.V.	$14.7M	131,668	−9,679	TRIM
365	United Asset Strategies, Inc.	$14.7M	129,446	+608	ADD
366	ALBION FINANCIAL GROUP /UT	$14.7M	129,321	+129,267	ADD
367	AustralianSuper Pty Ltd	$14.5M	128,261	+128,261	NEW
368	Ethic Inc.	$14.5M	127,928	+5,936	ADD
369	M&T BANK CORP	$14.5M	127,876	−6,543	TRIM
370	Skylands Capital, LLC	$14.4M	127,300	+1,500	ADD
371	Leonteq Securities AG	$14.4M	127,099	−165,718	TRIM
372	KING LUTHER CAPITAL MANAGEMENT CORP	$14.4M	126,715	−11,976	TRIM
373	Kestra Advisory Services, LLC	$14.2M	124,956	−12,194	TRIM
374	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$13.9M	122,816	−114,241	TRIM
375	ADELL HARRIMAN & CARPENTER INC	$13.9M	122,460	+7,535	ADD
376	Y-Intercept (Hong Kong) Ltd	$13.7M	120,679	+116,531	ADD
377	LEVIN CAPITAL STRATEGIES, L.P.	$13.7M	120,638	−34,660	TRIM
378	Riggs Asset Managment Co. Inc.	$13.6M	119,967	+992	ADD
379	Northside Capital Management, LLC	$13.6M	119,932	−32,243	TRIM
380	Access Investment Management LLC	$13.5M	119,182	+90	ADD
381	Osmosis Investment Management UK Ltd	$13.4M	118,276	−25,659	TRIM
382	Oliver Luxxe Assets LLC	$13.2M	116,707	−537	TRIM
383	GARDNER LEWIS ASSET MANAGEMENT L P	$13.2M	116,375	−1,299	TRIM
384	Qsemble Capital Management, LP	$13.1M	115,677	+115,677	NEW
385	AVITY INVESTMENT MANAGEMENT INC.	$13.0M	115,063	+106,143	ADD
386	World Investment Advisors	$13.0M	114,649	−10,882	TRIM
387	MALTESE CAPITAL MANAGEMENT LLC	$12.9M	113,806	−18,694	TRIM
388	Financiere des Professionnels - Fonds d'investissement inc.	$12.7M	111,905	+80,719	ADD
389	Schonfeld Strategic Advisors LLC	$12.6M	111,481	−183,160	TRIM
390	HOURGLASS CAPITAL, LLC	$12.6M	110,717	−5,505	TRIM
391	Empower Advisory Group, LLC	$12.5M	110,369	−71,560	TRIM
392	Sterling Capital Management LLC	$12.5M	110,239	+34,680	ADD
393	Linscomb Wealth, Inc.	$12.4M	109,565	−30,796	TRIM
394	CAPITAL MANAGEMENT CORP /VA	$12.3M	108,380	−5,203	TRIM
395	Think Investments LP	$12.1M	107,000	+107,000	NEW
396	Norinchukin Bank, The	$12.1M	106,584	−2,379	TRIM
397	MIZUHO SECURITIES USA LLC	$12.0M	105,644	−24,641	TRIM
398	SHELTON CAPITAL MANAGEMENT	$11.9M	105,353	−46,069	TRIM
399	New Age Alpha Advisors, LLC	$11.9M	104,829	−3,254	TRIM
400	Polar Capital Holdings Plc	$11.9M	104,723	−13,949	TRIM
401	FUKOKU MUTUAL LIFE INSURANCE CO	$11.7M	103,352	0	NO CHANGE
402	Ashton Thomas Private Wealth, LLC	$11.7M	103,244	+228	ADD
403	Cinctive Capital Management LP	$11.6M	102,100	−22,153	TRIM
404	Concurrent Investment Advisors, LLC	$11.5M	101,539	−1,831	TRIM
405	Merit Financial Group, LLC	$11.4M	100,768	+4,315	ADD
406	ABN AMRO INVESTMENT SOLUTIONS	$11.3M	99,730	+12,444	ADD
407	HARTFORD INVESTMENT MANAGEMENT CO	$11.3M	99,595	−3,652	TRIM
408	HB Wealth Management, LLC	$11.2M	99,177	+9,270	ADD
409	DSG Capital Advisors, LLC	$11.2M	98,728	+3,280	ADD
410	Stratos Investment Management, LLC	$11.2M	98,372	−44,842	TRIM
411	Lido Advisors, LLC	$11.1M	98,082	−19,943	TRIM
412	Orion Porfolio Solutions, LLC	$10.7M	93,920	−9,314	TRIM
413	GROUP ONE TRADING LLC	$10.6M	93,375	+16,057	ADD
414	BANQUE PICTET & CIE SA	$10.5M	92,982	+4,265	ADD
415	Lombard Odier Asset Management (Switzerland) SA	$10.4M	91,492	+100	ADD
416	STEPHENS INC /AR/	$10.4M	91,359	−11,312	TRIM
417	Union Bancaire Privee, UBP SA	$10.4M	94,598	−8,238	TRIM
418	Atlantic Union Bankshares Corp	$10.3M	90,924	−57,194	TRIM
419	EDMOND DE ROTHSCHILD HOLDING S.A.	$10.3M	90,490	−2,653	TRIM
420	Intesa Sanpaolo S.p.A.	$10.3M	90,291	−1,807	TRIM
421	Summit Trail Advisors, LLC	$10.2M	89,512	+18,939	ADD
422	Consolidated Investment Group LLC	$10.1M	88,972	+2,595	ADD
423	Interval Partners, LP	$10.1M	88,811	−91,679	TRIM
424	LBP AM SA	$10.0M	88,311	−27,802	TRIM
425	Asio Capital, LLC	$10.0M	87,929	+2,752	ADD
426	OLD NATIONAL BANCORP /IN/	$9.9M	87,267	−34,986	TRIM
427	Maryland State Retirement & Pension System	$9.9M	87,213	−1,649	TRIM
428	Perigon Wealth Management, LLC	$9.9M	86,905	+6,899	ADD
429	STANSBERRY ASSET MANAGEMENT, LLC	$9.9M	86,860	+2,349	ADD
430	Bedell Frazier Investment Counselling, LLC	$9.8M	86,428	+6,686	ADD
431	Jefferies Financial Group Inc.	$9.8M	86,186	−816,283	TRIM
432	CWA Asset Management Group, LLC	$9.7M	85,936	+849	ADD
433	Mandatum Life Insurance Co Ltd	$9.7M	85,383	0	NO CHANGE
434	TRUSTMARK BANK TRUST DEPARTMENT	$9.7M	85,353	−18,474	TRIM
435	Penobscot Investment Management Company, Inc.	$9.7M	85,224	+11,438	ADD
436	LEUTHOLD GROUP, LLC	$9.6M	85,041	+1,703	ADD
437	Inlet Private Wealth, LLC	$9.6M	84,680	−8,900	TRIM
438	AMG National Trust Bank	$9.4M	83,306	−1,690	TRIM
439	Eastover Investment Advisors LLC	$9.4M	83,187	−771	TRIM
440	Sienna Gestion	$9.3M	86,412	0	NO CHANGE
441	Howard Capital Management, LLC	$9.2M	80,807	−7,265	TRIM
442	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	$9.1M	80,628	−2,399	TRIM
443	Meiji Yasuda Asset Management Co Ltd.	$9.1M	80,202	−2,744	TRIM
444	SteelPeak Wealth, LLC	$9.1M	80,175	+55,111	ADD
445	Clarity Wealth Advisors, LLC	$9.1M	80,155	−897	TRIM
446	Boothe Investment Group, Inc.	$8.9M	78,633	−13,044	TRIM
447	BERKSHIRE ASSET MANAGEMENT LLC/PA	$8.9M	78,590	−12	TRIM
448	Scott & Selber, Inc.	$8.8M	77,773	−90	TRIM
449	Soltis Investment Advisors LLC	$8.8M	77,379	−5,570	TRIM
450	Hodges Capital Management Inc.	$8.7M	76,792	+7,389	ADD
451	Prospera Financial Services Inc	$8.7M	76,777	+906	ADD
452	Te Ahumairangi Investment Management Ltd	$8.7M	76,761	−2,647	TRIM
453	Tower Research Capital LLC (TRC)	$8.6M	76,166	+29,685	ADD
454	Advisors Asset Management, Inc.	$8.6M	75,903	+1,829	ADD
455	Hedeker Wealth, LLC	$8.5M	75,355	+1,399	ADD
456	HUDSON EDGE INVESTMENT PARTNERS INC.	$8.5M	75,164	−12,165	TRIM
457	Polar Asset Management Partners Inc.	$8.5M	74,510	+17,010	ADD
458	L & S Advisors Inc	$8.4M	74,157	−68,496	TRIM
459	Cambridge Financial Group, Inc.	$8.4M	74,141	−5,935	TRIM
460	Clear Harbor Asset Management, LLC	$8.4M	74,014	−529	TRIM
461	Fideuram Asset Management (Ireland) dac	$8.4M	74,407	−1,668	TRIM
462	GUGGENHEIM CAPITAL LLC	$8.4M	73,808	+723	ADD
463	Solidarity Wealth, LLC	$8.3M	73,139	+31,478	ADD
464	HENNESSY ADVISORS INC	$8.2M	72,300	−13,500	TRIM
465	Cornerstone Wealth Group, LLC	$8.1M	61,831	+6,398	ADD
466	AG2R LA MONDIALE GESTION D'ACTIFS	$8.1M	71,732	−1,189	TRIM
467	Westbourne Investment Advisors, Inc.	$8.1M	71,308	−307	TRIM
468	CHOREO, LLC	$8.1M	71,027	+1,086	ADD
469	Caldwell Investment Management Ltd.	$8.1M	75,000	+75,000	NEW
470	Trajan Wealth LLC	$8.0M	70,924	+947	ADD
471	Griffith & Werner, Inc.	$8.0M	70,499	+4,179	ADD
472	FIRST MANHATTAN CO. LLC.	$8.0M	70,334	−5,477	TRIM
473	NWF Advisory Services Inc.	$8.0M	70,264	−23,378	TRIM
474	GLOBALT Investments LLC / GA	$7.9M	69,660	+2,222	ADD
475	AUXIER ASSET MANAGEMENT LLC	$7.9M	69,416	+12	ADD
476	D.A. DAVIDSON & CO.	$7.8M	68,750	−7,204	TRIM
477	Vestmark Advisory Solutions, Inc.	$7.8M	68,493	−9	TRIM
478	Plato Investment Management Ltd	$7.7M	68,227	−2,071	TRIM
479	Kintegral Advisory, LLC	$7.7M	67,756	−3,004	TRIM
480	Independent Advisor Alliance	$7.7M	67,698	−6,920	TRIM
481	ANDERSON HOAGLAND & CO	$7.6M	66,625	0	NO CHANGE
482	Banque Cantonale Vaudoise	$7.5M	66,496	+3,100	ADD
483	BAILARD, INC.	$7.5M	66,449	−223	TRIM
484	Saudi Central Bank	$7.5M	66,044	+66,044	NEW
485	TOKIO MARINE ASSET MANAGEMENT CO LTD	$7.5M	65,921	+3,251	ADD
486	KORNITZER CAPITAL MANAGEMENT INC /KS	$7.5M	65,822	+1,187	ADD
487	MCDONALD PARTNERS LLC	$7.4M	65,480	+39,445	ADD
488	EFG International AG	$7.4M	65,264	+4,837	ADD
489	Empirical Finance, LLC	$7.4M	65,173	−189	TRIM
490	Generali Powszechne Towarzystwo Emerytalne	$7.4M	64,900	0	NO CHANGE
491	Brookstone Capital Management	$7.3M	64,785	−7,196	TRIM
492	FARMERS & MERCHANTS INVESTMENTS INC	$7.3M	64,776	−1,901	TRIM
493	LAKEWOOD CAPITAL MANAGEMENT, LP	$7.3M	64,339	−349,500	TRIM
494	Weiss Asset Management LP	$7.3M	64,260	−31,059	TRIM
495	Delta Accumulation, LLC	$7.3M	64,208	+64,208	NEW
496	Northwest & Ethical Investments L.P.	$7.2M	63,530	−9,867	TRIM
497	Catherine Avery Investment Management LLC	$7.2M	63,718	+14,393	ADD
498	Jackson Hole Capital Partners, LLC	$7.2M	63,584	+33	ADD
499	Spartan Wealth Advisory Services LLC	$7.2M	63,443	—	NO PRIOR
500	Composition Wealth, LLC	$7.2M	63,325	−1,209	TRIM

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

Congress ↔ notable managers · C

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

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $15K–$50K
Sellers: 0 — —

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

Notable managers · quarter ended 2026-03-31

Adding: 4 Bridgewater Associates, Tudor Investment Corp, Gotham Asset Management, Caxton Associates $127M held
Trimming: 1 Moore Capital Management $0 held

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

Merged timeline of congressional filings and notable-manager moves on C
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$15K–$50K
2026-05-15	Bridgewater Associates 13F	ADD	+77,089 sh
2026-05-15	Tudor Investment Corp 13F	NEW	+255,688 sh
2026-05-15	Gotham Asset Management 13F	ADD	+491 sh
2026-05-15	Moore Capital Management 13F	EXIT	−295,952 sh
2026-05-14	Caxton Associates 13F	ADD	+2,635 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

41 members of Congress disclosed C — 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).