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 ↗

CHIPOTLE MEXICAN GRILL INC · COM · quarter ended 2026-03-31 · 17 members disclosed CMG ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 977 holders are listed, largest first: 977
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $31.4B
holders whose share count rose or who opened the position (new + add), by shares: 409
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 193

Holders — quarter ended 2026-03-31

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

13F holders of CMG ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$3.6B	111,476,922	+1,652,759	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$2.7B	84,673,322	—	NO PRIOR
3	Capital World Investors	$2.6B	80,672,018	−21,015,992	TRIM
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.0B	61,084,721	—	NO PRIOR
5	STATE STREET CORP	$1.8B	54,840,806	−947,286	TRIM
6	Capital International Investors	$1.4B	42,802,171	−2,492,041	TRIM
7	FMR LLC	$971M	30,346,326	+7,080,647	ADD
8	GEODE CAPITAL MANAGEMENT, LLC	$964M	30,263,425	+411,053	ADD
9	ALLIANCEBERNSTEIN L.P.	$688M	18,598,226	−11,149,033	TRIM
10	MORGAN STANLEY	$577M	18,030,236	−5,079,573	TRIM
11	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$527M	16,478,248	+2,727,762	ADD
12	D. E. Shaw & Co., Inc.	$460M	14,356,314	+9,854,255	ADD
13	NORTHERN TRUST CORP	$433M	13,522,302	+481,584	ADD
14	Amundi	$383M	11,980,192	+2,266,087	ADD
15	BANK OF AMERICA CORP /DE/	$383M	11,973,752	+5,541,385	ADD
16	Clearbridge Investments, LLC	$375M	11,706,818	−2,355,340	TRIM
17	Invesco Ltd.	$326M	10,198,745	+560,235	ADD
18	AQR CAPITAL MANAGEMENT LLC	$287M	9,000,950	−2,380,101	TRIM
19	UBS Group AG	$281M	8,769,529	+4,387,725	ADD
20	Legal & General Group Plc	$272M	8,506,001	−12,776	TRIM
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$266M	8,303,832	−327,770	TRIM
22	TWO SIGMA INVESTMENTS, LP	$263M	8,215,407	+5,529,547	ADD
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$252M	7,877,932	+154,909	ADD
24	Sustainable Growth Advisers, LP	$250M	7,818,154	−1,859,370	TRIM
25	Nuveen, LLC	$248M	7,739,201	−54,661	TRIM
26	Janus Henderson Group Ltd.	$246M	7,760,935	−88,983	TRIM
27	VANGUARD FIDUCIARY TRUST CO	$241M	7,517,953	—	NO PRIOR
28	Alyeska Investment Group, L.P.	$227M	7,078,630	−264,411	TRIM
29	AMERICAN CENTURY COMPANIES INC	$221M	6,890,002	−1,478,255	TRIM
30	Bank of New York Mellon Corp	$220M	6,858,274	−247,766	TRIM
31	DIMENSIONAL FUND ADVISORS LP	$215M	6,720,880	+3,803	ADD
32	BARCLAYS PLC	$211M	6,607,053	+1,266,827	ADD
33	DEUTSCHE BANK AG\	$163M	5,105,985	−450,334	TRIM
34	JANE STREET GROUP, LLC	$152M	4,737,289	+2,493,683	ADD
35	FIL Ltd	$149M	4,658,834	−2,329,160	TRIM
36	MONTRUSCO BOLTON INVESTMENTS INC.	$148M	4,758,522	−530,748	TRIM
37	CITADEL ADVISORS LLC	$142M	4,446,409	−4,748,767	TRIM
38	RAYMOND JAMES FINANCIAL INC	$142M	4,445,873	+172,656	ADD
39	Ilex Capital Partners (UK) LLP	$128M	3,995,566	+3,995,566	NEW
40	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$125M	3,910,673	+597,632	ADD
41	Swiss National Bank	$124M	3,880,500	+208,200	ADD
42	Magellan Asset Management Ltd	$124M	3,865,109	−136,586	TRIM
43	MILLENNIUM MANAGEMENT LLC	$123M	3,850,504	+2,252,821	ADD
44	WORLDQUANT MILLENNIUM ADVISORS LLC	$122M	3,801,388	+2,859,388	ADD
45	TD ASSET MANAGEMENT INC	$116M	3,620,959	−368,271	TRIM
46	OMERS ADMINISTRATION Corp	$113M	3,518,335	+13,839	ADD
47	WELLS FARGO & COMPANY/MN	$107M	3,349,818	+25,585	ADD
48	Assenagon Asset Management S.A.	$105M	3,283,274	−983,345	TRIM
49	Sumitomo Mitsui Trust Group, Inc.	$98.1M	3,063,676	+34,314	ADD
50	Mitsubishi UFJ Asset Management Co., Ltd.	$94.7M	2,959,176	+139,579	ADD
51	Man Group plc	$91.9M	2,871,814	+1,767,610	ADD
52	Vanguard Global Advisers, LLC	$91.2M	2,850,037	—	NO PRIOR
53	Unisphere Establishment	$91.2M	2,850,000	+850,000	ADD
54	BRISTOL JOHN W & CO INC /NY/	$85.2M	2,660,885	+114,177	ADD
55	Epoch Investment Partners, Inc.	$83.9M	2,622,106	−279,703	TRIM
56	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$83.1M	2,597,011	−256,421	TRIM
57	Trexquant Investment LP	$79.1M	2,471,562	+2,410,548	ADD
58	STEADFAST CAPITAL MANAGEMENT LP	$75.8M	2,367,613	−2,684,386	TRIM
59	TREMBLANT CAPITAL GROUP	$74.3M	2,320,310	−392,755	TRIM
60	CANADA PENSION PLAN INVESTMENT BOARD	$73.9M	2,308,135	+1,162,149	ADD
61	Empower Advisory Group, LLC	$73.6M	2,298,417	+278,244	ADD
62	VANGUARD ASSET MANAGEMENT, Ltd	$72.7M	2,272,316	—	NO PRIOR
63	ROYAL BANK OF CANADA	$71.5M	2,232,977	+297,633	ADD
64	Qube Research & Technologies Ltd	$70.7M	2,209,061	+2,209,061	NEW
65	HSBC HOLDINGS PLC	$70.4M	2,201,698	−2,644,944	TRIM
66	ONTARIO TEACHERS PENSION PLAN BOARD	$68.4M	2,137,948	+2,054,255	ADD
67	National Pension Service	$67.7M	2,114,096	+2,114,096	NEW
68	Squarepoint Ops LLC	$66.8M	2,088,034	+7,643	ADD
69	CITIGROUP INC	$66.3M	2,071,572	−158,339	TRIM
70	WELLINGTON MANAGEMENT GROUP LLP	$64.2M	2,005,375	−2,747,460	TRIM
71	PARNASSUS INVESTMENTS, LLC	$58.5M	1,828,938	−5,595	TRIM
72	ADAGE CAPITAL PARTNERS GP, L.L.C.	$57.4M	1,794,750	+867,000	ADD
73	ENVESTNET ASSET MANAGEMENT INC	$56.8M	1,774,590	+161,044	ADD
74	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$56.6M	1,769,151	−90,481	TRIM
75	PRUDENTIAL FINANCIAL INC	$55.2M	1,724,063	+715,917	ADD
76	PRINCIPAL FINANCIAL GROUP INC	$52.8M	1,649,918	+22,377	ADD
77	Universal- Beteiligungs- und Servicegesellschaft mbH	$49.8M	1,544,628	−267,328	TRIM
78	Susquehanna Portfolio Strategies, LLC	$47.8M	1,493,682	+1,196,906	ADD
79	Two Creeks Capital Management, LP	$44.4M	1,388,269	−376,878	TRIM
80	JOHNSON INVESTMENT COUNSEL INC	$42.1M	1,316,722	+172,482	ADD
81	Connor, Clark & Lunn Investment Management Ltd.	$42.1M	1,314,113	+1,314,113	NEW
82	Hudson Bay Capital Management LP	$41.9M	1,309,100	−217,189	TRIM
83	LPL Financial LLC	$41.5M	1,297,315	−259,121	TRIM
84	Quantinno Capital Management LP	$41.5M	1,296,839	−51,247	TRIM
85	STIFEL FINANCIAL CORP	$40.8M	1,274,647	−164,205	TRIM
86	Ensign Peak Advisors, Inc	$40.4M	1,262,621	+475,492	ADD
87	NISSAY ASSET MANAGEMENT CORP /JAPAN	$38.6M	1,207,422	+135,733	ADD
88	AMERIPRISE FINANCIAL INC	$38.2M	1,193,645	−224,836	TRIM
89	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$38.0M	1,185,919	−10,069	TRIM
90	Voleon Capital Management LP	$37.8M	1,182,260	+320,995	ADD
91	AVIVA PLC	$37.4M	1,168,747	+33,343	ADD
92	Vantage Investment Partners, LLC	$34.9M	1,090,413	−229,772	TRIM
93	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$33.8M	1,056,521	−122,806	TRIM
94	CIBC Bancorp USA Inc.	$32.5M	1,016,638	—	NO PRIOR
95	Korea Investment CORP	$32.4M	1,012,913	−13,328	TRIM
96	Anomaly Capital Management, LP	$32.3M	1,008,942	+626,369	ADD
97	Aberdeen Group plc	$31.9M	995,928	+32,232	ADD
98	STATE OF WISCONSIN INVESTMENT BOARD	$31.6M	987,210	+245,919	ADD
99	Woodline Partners LP	$31.6M	985,905	−628,191	TRIM
100	CAXTON ASSOCIATES LLP	$31.4M	981,540	+483,336	ADD
101	BANK OF NOVA SCOTIA	$31.2M	975,204	+256,957	ADD
102	MACKENZIE FINANCIAL CORP	$31.0M	967,539	−340,699	TRIM
103	BANK OF MONTREAL /CAN/	$30.1M	941,823	−282,200	TRIM
104	VICTORY CAPITAL MANAGEMENT INC	$29.7M	929,205	−232,232	TRIM
105	RENAISSANCE TECHNOLOGIES LLC	$28.9M	903,100	+682,600	ADD
106	Interval Partners, LP	$28.4M	888,534	+588,534	ADD
107	PFA Pension, Forsikringsaktieselskab	$27.5M	859,776	+859,776	NEW
108	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$26.8M	835,695	−173,962	TRIM
109	ROYAL LONDON ASSET MANAGEMENT LTD	$26.3M	820,594	−3,488	TRIM
110	IEQ CAPITAL, LLC	$25.6M	799,070	−137,224	TRIM
111	Delta Global Management LP	$25.2M	787,194	+192,921	ADD
112	NATIONAL BANK OF CANADA /FI/	$24.5M	763,748	−786,189	TRIM
113	FIRST TRUST ADVISORS LP	$24.4M	762,397	+40,980	ADD
114	FRANKLIN RESOURCES INC	$24.1M	753,135	−59,513	TRIM
115	TOCQUEVILLE ASSET MANAGEMENT L.P.	$23.8M	743,208	+162,594	ADD
116	NORDEA INVESTMENT MANAGEMENT AB	$23.6M	750,041	−8,739	TRIM
117	APG Asset Management N.V.	$23.6M	848,910	−30,062	TRIM
118	DANSKE BANK A/S	$23.0M	719,566	+8,449	ADD
119	US BANCORP \DE\	$22.7M	709,485	+60,444	ADD
120	Swedbank AB	$22.6M	706,308	−9,508	TRIM
121	IMC-Chicago, LLC	$21.9M	684,714	+537,959	ADD
122	Vanguard Investments Australia, Ltd.	$21.1M	659,430	—	NO PRIOR
123	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$21.1M	658,200	+178,750	ADD
124	Eurizon Capital SGR S.p.A.	$20.9M	654,101	−131,027	TRIM
125	Chevy Chase Trust Holdings, LLC	$20.7M	647,829	−33,163	TRIM
126	TRILLIUM ASSET MANAGEMENT, LLC	$20.5M	598,046	−1,551	TRIM
127	Zurcher Kantonalbank (Zurich Cantonalbank)	$20.0M	625,852	+6,466	ADD
128	Walleye Trading LLC	$19.8M	619,810	−713,743	TRIM
129	BNP Paribas Asset Management Holding S.A.	$19.6M	612,395	−10,993	TRIM
130	Bank Pictet & Cie (Europe) AG	$19.0M	594,646	−361,506	TRIM
131	Cerity Partners LLC	$18.9M	590,534	−77,314	TRIM
132	Capital International, Inc./CA/	$18.8M	588,848	+16,116	ADD
133	Pictet Asset Management Holding SA	$18.8M	588,090	−11,520	TRIM
134	Mariner, LLC	$18.7M	585,370	+13,195	ADD
135	FIFTH THIRD BANCORP	$18.6M	579,791	+178,729	ADD
136	Asset Management One Co., Ltd.	$18.2M	568,832	−10,531	TRIM
137	ING GROEP NV	$18.1M	565,054	+377,889	ADD
138	ASSETMARK, INC	$17.9M	558,547	+216,277	ADD
139	GUGGENHEIM CAPITAL LLC	$17.9M	558,002	−97,693	TRIM
140	NOMURA ASSET MANAGEMENT CO LTD	$17.3M	540,972	+3,959	ADD
141	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$17.1M	534,023	+8,522	ADD
142	ALKEON CAPITAL MANAGEMENT LLC	$16.0M	500,289	0	NO CHANGE
143	BANQUE PICTET & CIE SA	$15.9M	495,425	−167,218	TRIM
144	GDS Wealth Management	$15.8M	492,977	+274,347	ADD
145	MARSICO CAPITAL MANAGEMENT LLC	$15.7M	491,976	+111,299	ADD
146	Teca Partners, LP	$15.5M	484,632	+162,500	ADD
147	KLP KAPITALFORVALTNING AS	$15.4M	480,400	−28,500	TRIM
148	BLAIR WILLIAM & CO/IL	$15.3M	479,526	−148,804	TRIM
149	STOREBRAND ASSET MANAGEMENT AS	$15.1M	472,535	—	NO PRIOR
150	State of New Jersey Common Pension Fund D	$14.5M	453,623	−5,675	TRIM
151	SEI INVESTMENTS CO	$14.4M	448,916	−84,985	TRIM
152	Cetera Investment Advisers	$14.3M	447,941	+48,350	ADD
153	Y-Intercept (Hong Kong) Ltd	$14.3M	446,249	+446,249	NEW
154	TRUIST FINANCIAL CORP	$14.0M	438,464	−34,922	TRIM
155	Calamos Advisors LLC	$13.9M	434,165	+10,597	ADD
156	Lansforsakringar Fondforvaltning AB (publ)	$13.6M	425,383	−10,556	TRIM
157	CREDIT AGRICOLE S A	$13.6M	424,994	−58,400	TRIM
158	STATE OF MICHIGAN RETIREMENT SYSTEM	$13.6M	424,900	−6,000	TRIM
159	Creative Planning	$13.5M	420,721	−27,387	TRIM
160	SCHRODER INVESTMENT MANAGEMENT GROUP	$13.4M	419,792	−92,966	TRIM
161	Equitable Holdings, Inc.	$13.4M	369,776	+86,445	ADD
162	UMB Bank, n.a.	$13.2M	411,951	+404,473	ADD
163	Resona Asset Management Co.,Ltd.	$13.0M	407,734	−8,326	TRIM
164	NISA INVESTMENT ADVISORS, LLC	$12.8M	399,972	+41,572	ADD
165	FRONTIER CAPITAL MANAGEMENT CO LLC	$12.5M	390,555	−78,386	TRIM
166	Tredje AP-fonden	$12.5M	390,228	+390,228	NEW
167	TORONTO DOMINION BANK	$12.4M	388,079	−346,984	TRIM
168	NICHOLAS COMPANY, INC.	$12.1M	379,350	+27,660	ADD
169	Aquatic Capital Management LLC	$12.1M	378,344	+274,185	ADD
170	Focus Partners Wealth	$11.9M	371,751	−62,253	TRIM
171	Maple Capital Management, Inc.	$11.8M	369,168	+20	ADD
172	XPONANCE LLC	$11.7M	365,309	+29,215	ADD
173	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$11.7M	383,858	+232	ADD
174	MetLife Investment Management, LLC	$11.7M	363,970	−16,391	TRIM
175	Gotham Asset Management, LLC	$11.6M	362,910	+60,621	ADD
176	Arizona State Retirement System	$11.6M	362,472	−14,172	TRIM
177	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$11.6M	361,802	+361,802	NEW
178	NATIXIS	$11.5M	359,502	+1,141	ADD
179	Czech National Bank	$11.4M	354,709	+6,044	ADD
180	Varma Mutual Pension Insurance Co	$11.1M	346,602	+40,000	ADD
181	Swiss Life Asset Management Ltd	$10.5M	327,359	+25,513	ADD
182	Benchstone Capital Management LP	$10.4M	324,163	−234,863	TRIM
183	Verition Fund Management LLC	$10.4M	323,675	−236,732	TRIM
184	Schonfeld Strategic Advisors LLC	$10.3M	320,768	+320,768	NEW
185	CIBC Asset Management Inc	$10.0M	313,300	+718	ADD
186	CWM, LLC	$9.9M	308,707	−79,667	TRIM
187	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$9.7M	303,390	−4,179	TRIM
188	Quantbot Technologies LP	$9.7M	302,884	+91,320	ADD
189	OSAIC HOLDINGS, INC.	$9.6M	300,783	+14,457	ADD
190	TWINBEECH CAPITAL LP	$9.6M	300,015	+300,015	NEW
191	Lansing Street Advisors	$9.5M	295,955	−88	TRIM
192	Quadrature Capital Ltd	$9.4M	295,220	+295,220	NEW
193	Aware Super Pty Ltd as trustee of Aware Super	$9.1M	283,001	—	NO PRIOR
194	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$8.9M	279,464	−330,174	TRIM
195	Retirement Systems of Alabama	$8.9M	276,580	−4,713	TRIM
196	DnB Asset Management AS	$8.8M	276,441	+6,891	ADD
197	Allspring Global Investments Holdings, LLC	$8.8M	271,057	−6,547	TRIM
198	Daiwa Securities Group Inc.	$8.7M	271,210	+48,361	ADD
199	VOYA INVESTMENT MANAGEMENT LLC	$8.5M	266,731	−59,513	TRIM
200	CIM, LLC	$8.5M	266,691	−160,661	TRIM
201	IFM Investors Pty Ltd	$8.5M	264,366	+5,763	ADD
202	SEB Asset Management AB	$8.4M	262,416	—	NO PRIOR
203	F/m Investments LLC	$8.2M	256,275	+98,709	ADD
204	Edgestream Partners, L.P.	$8.1M	253,875	+38,657	ADD
205	Darwins River Capital, LP	$8.1M	253,807	−37,198	TRIM
206	MERCER GLOBAL ADVISORS INC /ADV	$8.1M	252,764	−13,712	TRIM
207	Foster Victor Wealth Advisors, LLC	$8.1M	230,796	−6,087	TRIM
208	Kera Capital Partners, Inc.	$8.0M	249,227	+29,419	ADD
209	Centiva Capital, LP	$8.0M	248,969	+78,836	ADD
210	Mirae Asset Global Investments Co., Ltd.	$7.9M	246,757	+37,789	ADD
211	NOMURA HOLDINGS INC	$7.6M	238,705	+31,717	ADD
212	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$7.6M	237,550	+2,510	ADD
213	River Wealth Advisors LLC	$7.6M	236,963	+21,923	ADD
214	COMMONWEALTH EQUITY SERVICES, LLC	$7.5M	235,753	−73,472	TRIM
215	TEACHER RETIREMENT SYSTEM OF TEXAS	$7.5M	235,498	−5,771	TRIM
216	PRUDENTIAL PLC	$7.5M	234,782	+29,291	ADD
217	USS Investment Management Ltd	$7.4M	232,285	+6,434	ADD
218	Pinnacle Financial Partners, Inc.	$7.4M	229,761	−42,904	TRIM
219	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$7.3M	227,223	+47,658	ADD
220	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$7.3M	227,076	+43,854	ADD
221	Rockefeller Capital Management L.P.	$7.2M	225,349	+31,036	ADD
222	Moran Wealth Management, LLC	$7.0M	217,172	−253,042	TRIM
223	Utah Retirement Systems	$6.8M	213,942	−6,354	TRIM
224	Taikang Asset Management (Hong Kong) Co Ltd	$6.8M	211,277	−28,150	TRIM
225	PUBLIC SECTOR PENSION INVESTMENT BOARD	$6.6M	207,062	+37,956	ADD
226	MML INVESTORS SERVICES, LLC	$6.6M	205,163	−165,288	TRIM
227	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$6.5M	202,179	+62,264	ADD
228	KESTRA PRIVATE WEALTH SERVICES, LLC	$6.4M	201,093	−1,562	TRIM
229	OFI INVEST ASSET MANAGEMENT	$6.2M	224,854	+11,530	ADD
230	Corient Private Wealth LLC	$6.2M	196,153	−335,259	TRIM
231	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$6.2M	193,938	+1,706	ADD
232	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$6.2M	193,648	+163	ADD
233	ProShare Advisors LLC	$6.2M	193,224	−54,005	TRIM
234	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$6.1M	192,167	−18,682	TRIM
235	Federation des caisses Desjardins du Quebec	$6.1M	190,282	−9,386	TRIM
236	Rakuten Investment Management, Inc.	$6.1M	195,169	+19,585	ADD
237	NEOS Investment Management LLC	$6.1M	189,160	+86,698	ADD
238	ASR Vermogensbeheer N.V.	$6.1M	189,037	+3,447	ADD
239	CIBC WORLD MARKET INC.	$6.0M	186,083	−1,765	TRIM
240	CAPSTONE INVESTMENT ADVISORS, LLC	$5.9M	183,695	−179	TRIM
241	BROWN ADVISORY INC	$5.9M	183,675	−59,879	TRIM
242	Qsemble Capital Management, LP	$5.9M	182,791	+182,791	NEW
243	Robertson Stephens Wealth Management, LLC	$5.8M	181,065	+69,181	ADD
244	Lombard Odier Asset Management (Europe) Ltd	$5.8M	181,047	−148,405	TRIM
245	&PARTNERS	$5.8M	181,635	+3,853	ADD
246	BLI - Banque de Luxembourg Investments	$5.7M	157,000	+157,000	NEW
247	CAISSE DES DEPOTS ET CONSIGNATIONS	$5.6M	174,867	−28,987	TRIM
248	Baird Financial Group, Inc.	$5.5M	171,327	+171,327	NEW
249	Westerkirk Capital Inc.	$5.4M	169,850	−8,400	TRIM
250	Sumitomo Mitsui DS Asset Management Company, Ltd	$5.4M	167,273	+1,916	ADD
251	Vanguard Personalized Indexing Management, LLC	$5.3M	166,419	+1,707	ADD
252	Steward Partners Investment Advisory, LLC	$5.3M	165,893	−23,990	TRIM
253	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$5.3M	165,004	−152,068	TRIM
254	Pathstone Holdings, LLC	$5.2M	162,238	−3,400	TRIM
255	AlpenGlobal Capital LLC	$5.2M	161,360	—	NO PRIOR
256	SHELTON CAPITAL MANAGEMENT	$5.2M	161,004	−394	TRIM
257	HighTower Advisors, LLC	$5.1M	158,595	+5,116	ADD
258	GAGNON SECURITIES LLC	$5.1M	157,849	+874	ADD
259	PEAK6 LLC	$5.0M	156,440	+76,336	ADD
260	Jefferies Financial Group Inc.	$4.9M	153,937	+48,918	ADD
261	SCHOLTZ & COMPANY, LLC	$4.9M	152,747	−40,635	TRIM
262	Wealthspire Advisors, LLC	$4.9M	151,700	+138,647	ADD
263	NewEdge Advisors, LLC	$4.8M	150,217	+150,217	NEW
264	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$4.8M	149,102	−2,300	TRIM
265	Brevan Howard Capital Management LP	$4.7M	147,969	+140,720	ADD
266	Allianz Asset Management GmbH	$4.7M	145,892	+26,967	ADD
267	Capital Group Private Client Services, Inc.	$4.6M	143,520	−85,171	TRIM
268	Orange Investment Advisors, Inc.	$4.5M	141,260	−38,211	TRIM
269	Mediolanum International Funds Ltd	$4.5M	143,420	−223,118	TRIM
270	World Investment Advisors	$4.4M	138,980	−1,907	TRIM
271	DLK Investment Management, LLC	$4.4M	138,711	+67,493	ADD
272	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$4.4M	138,507	−3,450	TRIM
273	Capital International Sarl	$4.4M	137,411	−16,462	TRIM
274	MACQUARIE GROUP LTD	$4.4M	137,280	−76,058	TRIM
275	OP Asset Management Ltd	$4.3M	135,879	—	NO PRIOR
276	YOUSIF CAPITAL MANAGEMENT, LLC	$4.3M	134,168	−7,882	TRIM
277	Ethic Inc.	$4.3M	133,858	+11,647	ADD
278	Wealthfront Advisers LLC	$4.3M	132,813	−4,965	TRIM
279	Danica Pension, Livsforsikringsaktieselskab	$4.1M	129,008	−142,504	TRIM
280	S-Bank Fund Management Ltd	$4.1M	127,726	+119,713	ADD
281	Elk River Wealth Management LLC	$4.0M	63,771	−141,674	TRIM
282	ICICI Prudential Asset Management Co Ltd	$4.0M	126,000	+45,000	ADD
283	Lighthouse Investment Partners, LLC	$4.0M	124,367	+124,367	NEW
284	KEYBANK NATIONAL ASSOCIATION/OH	$4.0M	124,106	−16,884	TRIM
285	OCCUDO QUANTITATIVE STRATEGIES LP	$4.0M	116,839	+116,839	NEW
286	UniSuper Management Pty Ltd	$4.0M	123,984	−3,225	TRIM
287	M&T BANK CORP	$4.0M	123,827	−4,297	TRIM
288	Merit Financial Group, LLC	$3.9M	123,341	−13,165	TRIM
289	Weiss Asset Management LP	$3.9M	122,981	−22,647	TRIM
290	Bank Julius Baer & Co. Ltd, Zurich	$3.8M	122,073	+35,952	ADD
291	QRG CAPITAL MANAGEMENT, INC.	$3.8M	119,255	+24,654	ADD
292	Orion Porfolio Solutions, LLC	$3.8M	119,083	+9,364	ADD
293	Andra AP-fonden	$3.7M	115,800	+62,500	ADD
294	LMR Partners LLP	$3.7M	115,214	+115,214	NEW
295	INTECH INVESTMENT MANAGEMENT LLC	$3.6M	112,230	−16,077	TRIM
296	Beacon Pointe Advisors, LLC	$3.6M	111,871	+9,770	ADD
297	Avanza Fonder AB	$3.5M	109,262	0	NO CHANGE
298	Havemeyer Place LP	$3.5M	108,968	+93,908	ADD
299	Summit Trail Advisors, LLC	$3.4M	107,747	+3,852	ADD
300	FIDELIS CAPITAL PARTNERS, LLC	$3.4M	106,565	−749	TRIM
301	Saba Capital Management, L.P.	$3.4M	105,550	0	NO CHANGE
302	Investment Management Corp of Ontario	$3.4M	105,124	−14,658	TRIM
303	WESTPAC BANKING CORP	$3.4M	105,019	+95,434	ADD
304	WINTON GROUP Ltd	$3.4M	104,723	−116,143	TRIM
305	Knollwood Investment Advisory, LLC	$3.3M	104,106	0	NO CHANGE
306	SIMPLEX TRADING, LLC	$3.3M	103,892	−113,779	TRIM
307	Advisors Asset Management, Inc.	$3.3M	101,925	+5,304	ADD
308	Robeco Institutional Asset Management B.V.	$3.2M	99,990	+1,132	ADD
309	Douglass Winthrop Advisors, LLC	$3.2M	98,812	−22,361	TRIM
310	Leonteq Securities AG	$3.1M	96,092	−4,787	TRIM
311	HOWARD FINANCIAL SERVICES, LTD.	$3.0M	93,915	+595	ADD
312	Bragg Financial Advisors, Inc	$3.0M	93,774	+30,547	ADD
313	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$3.0M	93,771	+93,771	NEW
314	Gibraltar Capital Management, Inc.	$3.0M	92,409	+109	ADD
315	Eurizon SLJ Capital Ltd	$2.9M	94,510	+94,510	NEW
316	First Nebraska Trust Co	$2.9M	90,225	—	NO PRIOR
317	Twin Tree Management, LP	$2.9M	89,887	+57,464	ADD
318	XTX Topco Ltd	$2.9M	89,718	−118,639	TRIM
319	D.A. DAVIDSON & CO.	$2.9M	89,544	+2,130	ADD
320	FIRST MANHATTAN CO. LLC.	$2.8M	87,750	−1,153	TRIM
321	OPPENHEIMER ASSET MANAGEMENT INC.	$2.8M	87,291	+2,721	ADD
322	Scott & Selber, Inc.	$2.8M	86,926	+41	ADD
323	Sanctuary Advisors, LLC	$2.8M	86,830	−1,322	TRIM
324	Vident Advisory, LLC	$2.8M	86,519	+25,644	ADD
325	ArrowMark Colorado Holdings LLC	$2.7M	85,800	+27,000	ADD
326	SPIREPOINT PRIVATE CLIENT, LLC	$2.7M	85,452	−417	TRIM
327	Empowered Funds, LLC	$2.7M	84,765	+84,765	NEW
328	Oak Thistle LLC	$2.7M	84,222	+67,400	ADD
329	Caption Management, LLC	$2.6M	82,420	−537,580	TRIM
330	Rafferty Asset Management, LLC	$2.6M	81,942	−33,432	TRIM
331	Norinchukin Bank, The	$2.6M	80,745	−1,553	TRIM
332	Tidal Investments LLC	$2.6M	80,359	−39,565	TRIM
333	Candriam S.C.A.	$2.5M	79,459	+700	ADD
334	MIZUHO SECURITIES USA LLC	$2.5M	78,737	−17,543	TRIM
335	Engineers Gate Manager LP	$2.5M	77,502	+77,502	NEW
336	Lido Advisors, LLC	$2.5M	76,748	−109,146	TRIM
337	Private Advisor Group, LLC	$2.4M	76,265	−12,723	TRIM
338	Bridgewater Associates, LP	$2.4M	75,440	−175,247	TRIM
339	Lafayette Investments, Inc.	$2.4M	74,581	+211	ADD
340	Sarasin & Partners LLP	$2.3M	72,982	−2,044,103	TRIM
341	Numerai GP LLC	$2.3M	72,870	+72,870	NEW
342	Savoir Faire Capital Management, L.P.	$2.3M	72,309	−61,954	TRIM
343	Osmosis Investment Management UK Ltd	$2.3M	71,639	+54,954	ADD
344	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$2.3M	71,160	+71,160	NEW
345	TD Waterhouse Canada Inc.	$2.3M	69,334	+41,431	ADD
346	Callan Family Office, LLC	$2.2M	70,159	−11,238	TRIM
347	COMMERCE BANK	$2.2M	70,004	+10,949	ADD
348	PARK NATIONAL CORP /OH/	$2.2M	68,307	−13,516	TRIM
349	Crossmark Global Holdings, Inc.	$2.2M	67,754	—	NO PRIOR
350	KMG FIDUCIARY PARTNERS, LLC	$2.2M	67,723	+2,220	ADD
351	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$2.2M	67,647	−62,614	TRIM
352	ABN AMRO INVESTMENT SOLUTIONS	$2.2M	67,289	+1,749	ADD
353	Glenview Trust Co	$2.1M	66,845	−4,140	TRIM
354	Buttonwood Financial Advisors Inc.	$2.1M	66,624	−323	TRIM
355	180 WEALTH ADVISORS, LLC	$2.1M	66,531	+8,018	ADD
356	STANSBERRY ASSET MANAGEMENT, LLC	$2.1M	66,404	+603	ADD
357	Generali Asset Management SPA SGR	$2.1M	66,202	+22,061	ADD
358	Maryland State Retirement & Pension System	$2.1M	65,973	0	NO CHANGE
359	Leibman Financial Services, Inc.	$2.1M	65,334	+4,611	ADD
360	Fund 1 Investments, LLC	$2.1M	65,000	+25,000	ADD
361	Clearstead Advisors, LLC	$2.0M	63,391	+7,094	ADD
362	Concurrent Investment Advisors, LLC	$2.0M	61,989	+3,889	ADD
363	Kazazian Asset Management, LLC	$2.0M	61,481	+13,004	ADD
364	Comprehensive Financial Consultants Institutional, Inc.	$2.0M	61,035	+5,725	ADD
365	Sullivan Wood Capital Management LLC	$1.9M	59,725	+1,175	ADD
366	LGT Fund Management Co Ltd.	$1.9M	59,184	+59,184	NEW
367	Metis Global Partners, LLC	$1.9M	58,699	−7,117	TRIM
368	YHB Investment Advisors, Inc.	$1.9M	58,604	−5,777	TRIM
369	Tower Research Capital LLC (TRC)	$1.9M	57,840	−3,590	TRIM
370	Pallas Capital Advisors LLC	$1.8M	57,570	−18,628	TRIM
371	MGO ONE SEVEN LLC	$1.8M	56,935	−20,417	TRIM
372	AG2R LA MONDIALE GESTION D'ACTIFS	$1.8M	55,063	−657	TRIM
373	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$1.7M	53,764	−3,586	TRIM
374	MUFG Securities EMEA plc	$1.7M	53,395	−813	TRIM
375	Kestra Advisory Services, LLC	$1.7M	53,104	−6,159	TRIM
376	Vontobel Holding Ltd.	$1.6M	51,222	−3,412	TRIM
377	LGT Group Foundation	$1.6M	51,037	−12,829	TRIM
378	Bridgefront Capital, LLC	$1.6M	51,022	+51,022	NEW
379	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.6M	50,272	+2,031	ADD
380	RBF Capital, LLC	$1.6M	50,000	−50,000	TRIM
381	GP Brinson Investments LLC	$1.6M	50,000	0	NO CHANGE
382	Lynch Asset Management, Inc.	$1.6M	50,000	0	NO CHANGE
383	Sequoia Financial Advisors, LLC	$1.6M	49,825	−681	TRIM
384	TWIN CAPITAL MANAGEMENT INC	$1.6M	49,370	−14,004	TRIM
385	Focus Partners Advisor Solutions, LLC	$1.6M	49,228	−9,041	TRIM
386	Saudi Central Bank	$1.6M	48,807	+48,807	NEW
387	CALIBER WEALTH MANAGEMENT, LLC / KS	$1.6M	48,545	+13,869	ADD
388	ALLIANZ SE	$1.6M	48,500	0	NO CHANGE
389	Atria Investments, Inc	$1.5M	47,260	+826	ADD
390	Stratos Wealth Partners, LTD.	$1.5M	46,971	−17,037	TRIM
391	Hills Bank & Trust Co	$1.5M	46,971	−13,512	TRIM
392	MAI Capital Management	$1.5M	46,219	+1,426	ADD
393	INTACT INVESTMENT MANAGEMENT INC.	$1.5M	46,200	0	NO CHANGE
394	Siemens Fonds Invest GmbH	$1.5M	46,191	+297	ADD
395	Machina Capital S.A.S.	$1.5M	46,141	+46,141	NEW
396	Empirical Finance, LLC	$1.5M	45,934	−102	TRIM
397	Bell Bank	$1.5M	45,866	+31,215	ADD
398	Lombard Odier Asset Management (Switzerland) SA	$1.5M	45,602	+1,009	ADD
399	Polar Asset Management Partners Inc.	$1.5M	45,537	+45,537	NEW
400	OLD SECOND NATIONAL BANK OF AURORA	$1.4M	45,288	−591	TRIM
401	Allworth Financial LP	$1.4M	44,391	+5,316	ADD
402	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	$1.4M	44,130	+957	ADD
403	GABLES CAPITAL MANAGEMENT INC.	$1.4M	43,900	−2,400	TRIM
404	BENJAMIN EDWARDS INC	$1.4M	42,559	−1,442	TRIM
405	Garde Capital, Inc.	$1.4M	42,499	0	NO CHANGE
406	HB Wealth Management, LLC	$1.4M	42,441	−542	TRIM
407	Apollon Wealth Management, LLC	$1.4M	42,193	+5,404	ADD
408	OPPENHEIMER & CO INC	$1.3M	42,166	−276	TRIM
409	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.3M	41,674	−575	TRIM
410	PINNACLE ASSOCIATES LTD	$1.3M	41,531	−8,394	TRIM
411	Spire Wealth Management	$1.3M	41,511	−1,833	TRIM
412	Headlands Technologies LLC	$1.3M	41,122	−45,356	TRIM
413	GROUP ONE TRADING LLC	$1.3M	40,774	−61,184	TRIM
414	Midwest Trust Co	$1.3M	40,654	−128,246	TRIM
415	Martin Capital Advisors, LLP	$1.3M	40,099	+277	ADD
416	Accurate Wealth Management, LLC	$1.3M	37,469	−16,123	TRIM
417	Waverly Advisors, LLC	$1.3M	39,361	−533	TRIM
418	REGIONS FINANCIAL CORP	$1.3M	39,343	−3,966	TRIM
419	Winslow Capital Management, LLC	$1.2M	38,929	+38,929	NEW
420	Laird Norton Wetherby Trust Company, LLC	$1.2M	38,418	−3,492	TRIM
421	North Dakota State Investment Board	$1.2M	38,135	−7,869	TRIM
422	Brooklyn Investment Group	$1.2M	37,961	+4,574	ADD
423	Dai-ichi Life Insurance Company, Ltd	$1.2M	37,958	−1,335	TRIM
424	Prudent Man Advisors, LLC	$1.2M	37,721	+14,029	ADD
425	1ST SOURCE BANK	$1.2M	37,338	−1,150	TRIM
426	Caitong International Asset Management Co., Ltd	$1.2M	37,103	+37,103	NEW
427	Banque Cantonale Vaudoise	$1.2M	37,065	−6,276	TRIM
428	FORA Capital, LLC	$1.2M	36,602	+36,602	NEW
429	Pine Haven Investment Counsel, Inc	$1.2M	36,572	−904	TRIM
430	FOUNDERS FINANCIAL SECURITIES LLC	$1.2M	34,157	−5,819	TRIM
431	Bleakley Financial Group, LLC	$1.2M	36,406	−722	TRIM
432	MUFG SECURITIES AMERICAS INC.	$1.2M	36,039	+416	ADD
433	COLDSTREAM CAPITAL MANAGEMENT INC	$1.1M	35,783	−674	TRIM
434	SECURIAN ASSET MANAGEMENT, INC	$1.1M	35,332	−623	TRIM
435	Gradient Investments LLC	$1.1M	33,866	−173	TRIM
436	INDEPENDENT FINANCIAL GROUP, LLC	$1.1M	33,601	—	NO PRIOR
437	QUADRANT CAPITAL GROUP LLC	$1.1M	33,188	−3,014	TRIM
438	NorthCrest Asset Manangement, LLC	$1.1M	31,821	−25,173	TRIM
439	Oxler Private Wealth LLC	$1.0M	32,600	0	NO CHANGE
440	Sterling Capital Management LLC	$1.0M	32,506	−22,505	TRIM
441	Dynamic Technology Lab Private Ltd	$1.0M	32,373	+32,373	NEW
442	Krilogy Financial LLC	$1.0M	29,478	−6,465	TRIM
443	Ally Financial Inc.	$1.0M	32,000	0	NO CHANGE
444	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.0M	31,979	+31,979	NEW
445	ELEVATION POINT WEALTH PARTNERS, LLC	$1.0M	31,942	+31,942	NEW
446	Plato Investment Management Ltd	$1.0M	31,801	−4,800	TRIM
447	Synergy Financial Group, LTD	$1.0M	31,770	+309	ADD
448	Mutual Advisors, LLC	$984K	30,732	+8,026	ADD
449	Generali Investments Towarzystwo Funduszy Inwestycyjnych	$983K	30,700	+600	ADD
450	BAILARD, INC.	$966K	30,169	+1,653	ADD
451	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$960K	30,000	0	NO CHANGE
452	Chicago Partners Investment Group LLC	$958K	27,287	−2,856	TRIM
453	Evelyn Partners Investment Management LLP	$950K	29,669	−5,050	TRIM
454	Independent Advisor Alliance	$924K	28,851	−5,889	TRIM
455	Sowell Financial Services LLC	$919K	28,709	+4,450	ADD
456	Palogic Value Management, L.P.	$917K	28,655	+422	ADD
457	INSIGNEO ADVISORY SERVICES, LLC	$904K	28,228	−961	TRIM
458	Oakum Bay Capital LLC	$890K	27,800	−8,600	TRIM
459	Envestnet Portfolio Solutions, Inc.	$890K	27,795	−271,759	TRIM
460	BLUEFIN CAPITAL MANAGEMENT, LLC	$874K	27,317	—	NO PRIOR
461	EP Wealth Advisors, LLC	$868K	27,128	−5,494	TRIM
462	Composition Wealth, LLC	$862K	26,917	+147	ADD
463	ALEXANDER LABRUNERIE & CO., INC.	$860K	26,856	−203	TRIM
464	Nautilus Advisors LLC	$859K	26,845	−300	TRIM
465	Nippon Life Global Investors Americas, Inc.	$855K	26,720	+26,720	NEW
466	Curi Capital, LLC	$849K	26,524	+1,420	ADD
467	Bull Harbor Capital LLC	$845K	26,405	—	NO PRIOR
468	Quadcap Wealth Management, LLC	$843K	26,328	−746	TRIM
469	Pictet North America Advisors SA	$832K	26,000	0	NO CHANGE
470	CHOREO, LLC	$819K	25,571	+634	ADD
471	DAVENPORT & Co LLC	$808K	25,244	+11,100	ADD
472	River Street Advisors LLC	$804K	25,132	+1,734	ADD
473	DUMONT & BLAKE INVESTMENT ADVISORS LLC	$796K	24,865	−280	TRIM
474	Summit Financial, LLC	$795K	24,838	−1,031	TRIM
475	Meeder Advisory Services, Inc.	$782K	24,423	+3,275	ADD
476	Compound Planning, Inc.	$772K	24,105	−4,582	TRIM
477	TEMA ETFS LLC	$763K	23,825	+119	ADD
478	Polymer Capital Management (US) LLC	$758K	23,681	−14	TRIM
479	WCG Wealth Advisors LLC	$755K	23,588	+216	ADD
480	DoubleLine ETF Adviser LP	$754K	23,550	−4,154	TRIM
481	BOOTHBAY FUND MANAGEMENT, LLC	$747K	23,344	+15,406	ADD
482	AE Wealth Management LLC	$736K	23,000	+1,058	ADD
483	FIRST FINANCIAL CORP /IN/	$732K	22,858	+620	ADD
484	Western Wealth Management, LLC	$724K	22,629	+22,629	NEW
485	Circle Wealth Management, LLC	$724K	22,603	−214	TRIM
486	CANTOR FITZGERALD, L. P.	$718K	22,420	−10,630	TRIM
487	Clear Street Group Inc.	$713K	22,267	−4,051	TRIM
488	Savant Capital, LLC	$711K	22,216	+1,574	ADD
489	Kingsview Wealth Management, LLC	$706K	22,047	+151	ADD
490	Systematic Alpha Investments, LLC	$691K	21,600	0	NO CHANGE
491	Choate Investment Advisors	$688K	21,495	−147	TRIM
492	Banco Santander, S.A.	$677K	21,134	−55,943	TRIM
493	Sava Infond d.o.o.	$669K	20,900	0	NO CHANGE
494	MidFirst Bank	$663K	20,699	−1,267	TRIM
495	SAGESPRING WEALTH PARTNERS, LLC	$662K	20,691	−1,305	TRIM
496	LAZARD ASSET MANAGEMENT LLC	$656K	20,480	+20,480	NEW
497	Linden Thomas Advisory Services, LLC	$652K	20,365	+10,643	ADD
498	EARNED WEALTH ADVISORS, LLC	$644K	20,126	−2,463	TRIM
499	TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	$644K	20,110	+5,925	ADD
500	Wedmont Private Capital	$642K	18,998	+1,401	ADD

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

Congress ↔ notable managers · CMG

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

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 $43.0M held
Trimming: 4 Bridgewater Associates, Moore Capital Management, Third Point, Duquesne Family Office $3.0M held

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

Merged timeline of congressional filings and notable-manager moves on CMG
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+60,621 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−175,247 sh
2026-05-15	Moore Capital Management 13F	TRIM	−505,994 sh
2026-05-15	Third Point 13F	EXIT	−4,725,000 sh
2026-05-15	Duquesne Family Office 13F	EXIT	−391,930 sh
2026-05-14	Caxton Associates 13F	ADD	+483,336 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

17 members of Congress disclosed CMG — 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).