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 ↗

CAPITAL ONE FINANCIAL CORP · COM · quarter ended 2026-03-31 · 22 members disclosed COF ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,696 holders are listed, largest first: 1,696
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $88.4B
holders whose share count rose or who opened the position (new + add), by shares: 805
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 306

Holders — quarter ended 2026-03-31

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

13F holders of COF ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$9.3B	50,818,226	−187,025	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$7.4B	40,509,585	—	NO PRIOR
3	STATE STREET CORP	$5.0B	27,553,903	−319,424	TRIM
4	Capital World Investors	$3.3B	18,120,639	−6,614,887	TRIM
5	JPMORGAN CHASE & CO	$3.1B	17,355,846	+451,480	ADD
6	GEODE CAPITAL MANAGEMENT, LLC	$2.6B	14,293,981	+223,745	ADD
7	FRANKLIN RESOURCES INC	$2.5B	13,728,646	+1,252,184	ADD
8	FMR LLC	$2.3B	12,560,478	−6,189,861	TRIM
9	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.2B	11,878,921	—	NO PRIOR
10	HARRIS ASSOCIATES L P	$1.9B	10,357,647	−467,648	TRIM
11	MORGAN STANLEY	$1.6B	8,930,350	+252,369	ADD
12	DODGE & COX	$1.6B	8,774,932	−388,135	TRIM
13	BERKSHIRE HATHAWAY INC	$1.3B	7,150,000	0	NO CHANGE
14	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.3B	6,935,991	+124,812	ADD
15	Aristotle Capital Management, LLC	$1.2B	6,750,796	−259,878	TRIM
16	BANK OF AMERICA CORP /DE/	$1.2B	6,739,970	+294,241	ADD
17	Fisher Asset Management, LLC	$1.2B	6,581,115	−356,247	TRIM
18	EAGLE CAPITAL MANAGEMENT LLC	$1.2B	6,566,595	−149,498	TRIM
19	Invesco Ltd.	$1.2B	6,566,473	+1,222,944	ADD
20	NORTHERN TRUST CORP	$1.2B	6,401,387	−151,820	TRIM
21	Bank of New York Mellon Corp	$991M	5,433,708	−398,162	TRIM
22	WELLINGTON MANAGEMENT GROUP LLP	$952M	5,220,615	+4,262,975	ADD
23	PZENA INVESTMENT MANAGEMENT LLC	$836M	4,580,120	−440,733	TRIM
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$778M	4,264,402	+20,294	ADD
25	Legal & General Group Plc	$731M	4,005,935	+263,282	ADD
26	DIMENSIONAL FUND ADVISORS LP	$674M	3,695,975	+7,292	ADD
27	AQR CAPITAL MANAGEMENT LLC	$656M	3,613,737	+247,045	ADD
28	VANGUARD FIDUCIARY TRUST CO	$641M	3,514,212	—	NO PRIOR
29	ROYAL BANK OF CANADA	$607M	3,328,799	+426,280	ADD
30	ALLIANCEBERNSTEIN L.P.	$581M	2,395,715	−189,640	TRIM
31	BARCLAYS PLC	$573M	3,140,379	+1,535,629	ADD
32	Amundi	$560M	3,067,354	+899,409	ADD
33	Capital International Investors	$508M	2,783,649	−1,278,910	TRIM
34	CANADA PENSION PLAN INVESTMENT BOARD	$492M	2,696,879	+23,619	ADD
35	UBS Group AG	$488M	2,673,573	+1,623	ADD
36	Newport Trust Company, LLC	$483M	2,646,859	+163,847	ADD
37	AMERIPRISE FINANCIAL INC	$451M	2,471,839	+1,414,500	ADD
38	Nuveen, LLC	$451M	2,469,688	+57,382	ADD
39	Boston Partners	$440M	2,414,468	−30,801	TRIM
40	DEUTSCHE BANK AG\	$431M	2,364,286	−149,312	TRIM
41	D. E. Shaw & Co., Inc.	$431M	2,362,951	−80,085	TRIM
42	Clearbridge Investments, LLC	$429M	2,353,035	+339,108	ADD
43	LONE PINE CAPITAL LLC	$414M	2,267,056	−27,835	TRIM
44	Janus Henderson Group Ltd.	$409M	2,240,915	+128,816	ADD
45	Qube Research & Technologies Ltd	$396M	2,168,098	+1,122,280	ADD
46	DIAMOND HILL CAPITAL MANAGEMENT INC	$368M	2,019,679	−467,982	TRIM
47	Ruane, Cunniff & Goldfarb L.P.	$368M	2,017,807	−50,216	TRIM
48	HSBC HOLDINGS PLC	$362M	1,981,888	−1,704,698	TRIM
49	Swiss National Bank	$340M	1,865,716	+113,200	ADD
50	Point72 Asset Management, L.P.	$301M	1,648,712	+451,855	ADD
51	VIKING GLOBAL INVESTORS LP	$294M	1,612,374	−1,339,943	TRIM
52	ENVESTNET ASSET MANAGEMENT INC	$289M	1,581,763	+74,508	ADD
53	WELLS FARGO & COMPANY/MN	$288M	1,576,907	+121,089	ADD
54	Sessa Capital IM, L.P.	$284M	1,558,233	0	NO CHANGE
55	London & Capital Asset Management Ltd	$283M	1,550,677	+133,957	ADD
56	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$278M	1,523,511	+1,519,087	ADD
57	National Pension Service	$264M	1,449,109	+1,449,109	NEW
58	Sumitomo Mitsui Trust Group, Inc.	$264M	1,445,070	−84,499	TRIM
59	Mitsubishi UFJ Asset Management Co., Ltd.	$260M	1,426,914	+87,386	ADD
60	CITADEL ADVISORS LLC	$255M	1,396,245	+861,806	ADD
61	Vanguard Global Advisers, LLC	$255M	1,395,142	—	NO PRIOR
62	MILLENNIUM MANAGEMENT LLC	$252M	1,383,390	+28,244	ADD
63	Artisan Partners Limited Partnership	$245M	1,344,848	+78,695	ADD
64	Meritage Group LP	$240M	1,313,033	−523,983	TRIM
65	RAYMOND JAMES FINANCIAL INC	$231M	1,265,274	+161,963	ADD
66	MAVERICK CAPITAL LTD	$228M	1,248,456	−47,941	TRIM
67	SAMLYN CAPITAL, LLC	$219M	1,202,502	−710,878	TRIM
68	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$212M	1,159,750	−20,766	TRIM
69	SEI INVESTMENTS CO	$207M	1,132,858	+110,191	ADD
70	D1 Capital Partners L.P.	$204M	1,116,738	+288,528	ADD
71	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$203M	1,114,256	−64,616	TRIM
72	VANGUARD ASSET MANAGEMENT, Ltd	$196M	1,074,774	—	NO PRIOR
73	Assenagon Asset Management S.A.	$194M	1,066,036	+340,491	ADD
74	Brave Warrior Advisors, LLC	$183M	1,004,304	−4,558	TRIM
75	AGF MANAGEMENT LTD	$182M	995,519	+153,871	ADD
76	Ensign Peak Advisors, Inc	$176M	965,921	−402,320	TRIM
77	Tidal Investments LLC	$158M	882,414	+754,027	ADD
78	WORLDQUANT MILLENNIUM ADVISORS LLC	$157M	861,238	+804,899	ADD
79	Robeco Institutional Asset Management B.V.	$155M	849,719	+60,920	ADD
80	Khrom Capital Management LLC	$150M	819,826	+819,826	NEW
81	ANTIPODES PARTNERS Ltd	$136M	746,664	−36,003	TRIM
82	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$135M	741,222	+278,991	ADD
83	RENAISSANCE TECHNOLOGIES LLC	$135M	739,104	+510,800	ADD
84	PRINCIPAL FINANCIAL GROUP INC	$129M	709,416	+977	ADD
85	NEW YORK STATE COMMON RETIREMENT FUND	$128M	701,398	−13,000	TRIM
86	BANK OF MONTREAL /CAN/	$128M	700,471	−85,637	TRIM
87	ONTARIO TEACHERS PENSION PLAN BOARD	$125M	683,205	−170,333	TRIM
88	PointState Capital LP	$124M	682,080	−75,986	TRIM
89	Allspring Global Investments Holdings, LLC	$122M	660,130	+29,835	ADD
90	TRUIST FINANCIAL CORP	$117M	642,019	+1,969	ADD
91	LPL Financial LLC	$117M	638,791	+19,462	ADD
92	Avantyr Capital Partners, LP	$112M	614,295	+235,895	ADD
93	CITIGROUP INC	$108M	593,259	+131,100	ADD
94	VICTORY CAPITAL MANAGEMENT INC	$108M	591,472	+214,946	ADD
95	FIDUCIARY MANAGEMENT INC /WI/	$107M	585,777	−70,958	TRIM
96	AVIVA PLC	$105M	576,361	+16,245	ADD
97	CAS Investment Partners, LLC	$105M	575,548	−8,577	TRIM
98	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$101M	553,009	−12,332	TRIM
99	TUDOR INVESTMENT CORP ET AL	$99.2M	543,608	+543,608	NEW
100	PFA Pension, Forsikringsaktieselskab	$98.4M	539,318	+539,318	NEW
101	Alua Capital Management LP	$98.1M	537,686	−139,400	TRIM
102	FIRST MANHATTAN CO. LLC.	$98.0M	537,365	+9,878	ADD
103	PRUDENTIAL FINANCIAL INC	$97.9M	536,664	−253,929	TRIM
104	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$96.7M	530,205	+251,106	ADD
105	Corient Private Wealth LLC	$92.1M	506,039	−520,093	TRIM
106	ADAGE CAPITAL PARTNERS GP, L.L.C.	$87.8M	481,028	−67,900	TRIM
107	MACKENZIE FINANCIAL CORP	$86.7M	475,388	−46,727	TRIM
108	Aberdeen Group plc	$86.3M	473,111	+7,831	ADD
109	STIFEL FINANCIAL CORP	$85.6M	469,256	+15,835	ADD
110	AustralianSuper Pty Ltd	$85.0M	465,890	−275,247	TRIM
111	Pictet Asset Management Holding SA	$84.9M	465,375	+97,751	ADD
112	PANAGORA ASSET MANAGEMENT INC	$83.6M	458,332	−130,835	TRIM
113	Quantinno Capital Management LP	$82.3M	451,168	+55,885	ADD
114	Phoenix Financial Ltd.	$78.7M	431,304	+404,536	ADD
115	AMF Tjanstepension AB	$78.3M	429,374	+12,267	ADD
116	Zurcher Kantonalbank (Zurich Cantonalbank)	$78.3M	428,941	−5,346	TRIM
117	ABRAMS BISON INVESTMENTS, LLC	$77.5M	425,000	−54,000	TRIM
118	COMMERCE BANK	$77.4M	424,153	+28,889	ADD
119	NATIONAL BANK OF CANADA /FI/	$77.1M	422,603	+115,600	ADD
120	STOREBRAND ASSET MANAGEMENT AS	$76.4M	418,960	—	NO PRIOR
121	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$75.3M	412,605	+14,113	ADD
122	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$75.1M	411,750	−108,936	TRIM
123	140 Summer Partners LP	$71.6M	392,322	−219,128	TRIM
124	PRIMECAP MANAGEMENT CO/CA/	$69.3M	379,650	−3,320	TRIM
125	SCHRODER INVESTMENT MANAGEMENT GROUP	$68.9M	377,544	−112,139	TRIM
126	HighTower Advisors, LLC	$68.8M	376,966	+23,199	ADD
127	683 Capital Management, LLC	$68.4M	375,000	+40,000	ADD
128	COOPERMAN LEON G	$67.5M	370,000	+370,000	NEW
129	STATE OF WISCONSIN INVESTMENT BOARD	$65.7M	360,170	+25,990	ADD
130	DENDUR CAPITAL LP	$65.0M	356,500	+16,500	ADD
131	ROYAL LONDON ASSET MANAGEMENT LTD	$64.7M	354,588	−1,106	TRIM
132	CENTRAL SECURITIES CORP	$63.9M	350,000	+15,000	ADD
133	DANSKE BANK A/S	$63.8M	349,681	−27,029	TRIM
134	APG Asset Management N.V.	$63.0M	397,764	+1,114	ADD
135	Cerity Partners LLC	$62.5M	342,482	−5,277	TRIM
136	Universal- Beteiligungs- und Servicegesellschaft mbH	$62.4M	342,509	+4,588	ADD
137	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$62.1M	340,317	+185,317	ADD
138	FIFTH THIRD BANCORP	$61.0M	334,544	+151,209	ADD
139	Eurizon Capital SGR S.p.A.	$60.3M	331,810	−46,978	TRIM
140	Trexquant Investment LP	$58.5M	320,846	+254,302	ADD
141	Korea Investment CORP	$58.1M	318,435	−121,286	TRIM
142	KLP KAPITALFORVALTNING AS	$57.8M	316,762	+9,400	ADD
143	Vanguard Investments Australia, Ltd.	$57.7M	316,215	—	NO PRIOR
144	1832 Asset Management L.P.	$57.5M	315,095	−366,304	TRIM
145	Lansforsakringar Fondforvaltning AB (publ)	$57.4M	314,735	−20,399	TRIM
146	Chevy Chase Trust Holdings, LLC	$56.7M	310,946	−14,565	TRIM
147	NORDEA INVESTMENT MANAGEMENT AB	$56.6M	315,828	+50,766	ADD
148	Troluce Capital Advisors LLC	$55.7M	305,300	+165,300	ADD
149	SUVRETTA CAPITAL MANAGEMENT, LLC	$55.2M	302,400	+130,430	ADD
150	M.D. Sass, LLC	$53.4M	292,901	+48,780	ADD
151	CIBC WORLD MARKET INC.	$53.0M	290,735	+136,030	ADD
152	BANK OF NOVA SCOTIA	$51.7M	283,511	−43,182	TRIM
153	BRISTOL JOHN W & CO INC /NY/	$51.6M	282,709	+282,709	NEW
154	Blackstone Inc.	$51.4M	281,697	+67,667	ADD
155	Schonfeld Strategic Advisors LLC	$51.3M	281,113	+235,545	ADD
156	Blue Grotto Capital, LLC	$51.3M	281,013	+281,013	NEW
157	Capital International, Inc./CA/	$50.7M	278,023	−39,796	TRIM
158	BRUNI J V & CO /CO	$50.6M	277,239	−3,105	TRIM
159	Asset Management One Co., Ltd.	$49.9M	273,672	+527	ADD
160	Swedbank AB	$49.8M	272,750	−13,701	TRIM
161	DISCOVERY CAPITAL MANAGEMENT, LLC / CT	$49.0M	268,810	+36,600	ADD
162	BNP Paribas Asset Management Holding S.A.	$49.0M	268,331	+102,078	ADD
163	Delta Global Management LP	$48.9M	267,837	+42,378	ADD
164	Callodine Capital Management, LP	$48.0M	262,996	+36,651	ADD
165	STEADFAST CAPITAL MANAGEMENT LP	$47.9M	262,476	+105,276	ADD
166	SEIZERT CAPITAL PARTNERS, LLC	$47.7M	261,724	−13,873	TRIM
167	Hudson Bay Capital Management LP	$47.6M	260,790	+40,964	ADD
168	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$47.1M	258,215	−207,589	TRIM
169	TD ASSET MANAGEMENT INC	$46.8M	256,661	+10,020	ADD
170	JANE STREET GROUP, LLC	$46.7M	256,130	+29,590	ADD
171	US BANCORP \DE\	$46.7M	255,894	+41,741	ADD
172	NISA INVESTMENT ADVISORS, LLC	$46.4M	254,342	−24,560	TRIM
173	TORONTO DOMINION BANK	$46.2M	253,446	−27,552	TRIM
174	Federation des caisses Desjardins du Quebec	$45.3M	248,173	−77,789	TRIM
175	FEDERATED HERMES, INC.	$44.5M	243,814	−48,294	TRIM
176	FIRST TRUST ADVISORS LP	$44.4M	243,415	+144,301	ADD
177	Allianz Asset Management GmbH	$44.4M	243,379	−107,563	TRIM
178	Cetera Investment Advisers	$43.9M	240,851	+9,760	ADD
179	SEB Asset Management AB	$43.5M	238,472	—	NO PRIOR
180	Grantham, Mayo, Van Otterloo & Co. LLC	$42.2M	231,068	+14,664	ADD
181	FERNBRIDGE CAPITAL MANAGEMENT LP	$42.1M	230,577	−23,940	TRIM
182	NOMURA ASSET MANAGEMENT CO LTD	$41.4M	227,126	+3,149	ADD
183	Creative Planning	$41.4M	226,760	+15,279	ADD
184	Junto Capital Management LP	$41.4M	226,758	−80,080	TRIM
185	Focus Partners Wealth	$40.8M	223,671	+29,476	ADD
186	ASSOCIATED BANC-CORP	$40.1M	219,866	−14,612	TRIM
187	State of New Jersey Common Pension Fund D	$39.9M	218,638	−25	TRIM
188	AMERICAN CENTURY COMPANIES INC	$39.1M	214,588	−2,135	TRIM
189	Mariner, LLC	$39.1M	214,444	−3,531	TRIM
190	Baird Financial Group, Inc.	$38.8M	212,901	+212,901	NEW
191	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$38.7M	212,207	+9,206	ADD
192	Resona Asset Management Co.,Ltd.	$36.9M	203,084	+3,086	ADD
193	COMMONWEALTH EQUITY SERVICES, LLC	$36.4M	199,363	+20,755	ADD
194	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$36.2M	198,531	0	NO CHANGE
195	Aquatic Capital Management LLC	$36.0M	197,078	+197,078	NEW
196	IEQ CAPITAL, LLC	$35.5M	194,692	−23,900	TRIM
197	Cander Asset Management LP	$35.3M	193,578	+115,716	ADD
198	M&G Plc	$34.5M	189,403	−67,665	TRIM
199	Bronte Capital Management Pty Ltd.	$34.2M	187,369	+11,829	ADD
200	Prana Capital Management, LP	$33.9M	186,027	+186,027	NEW
201	Tredje AP-fonden	$33.8M	185,069	+45,069	ADD
202	CIBC Asset Management Inc	$33.7M	184,483	+173	ADD
203	KEYBANK NATIONAL ASSOCIATION/OH	$33.5M	183,477	−968	TRIM
204	OFI INVEST ASSET MANAGEMENT	$33.1M	208,936	−134,024	TRIM
205	SOROS FUND MANAGEMENT LLC	$32.9M	180,105	+180,105	NEW
206	LEVIN CAPITAL STRATEGIES, L.P.	$32.8M	179,757	+5,707	ADD
207	OSAIC HOLDINGS, INC.	$32.6M	178,339	−9,910	TRIM
208	PUBLIC SECTOR PENSION INVESTMENT BOARD	$32.4M	177,829	+15,882	ADD
209	MML INVESTORS SERVICES, LLC	$32.3M	177,240	−33,950	TRIM
210	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$31.9M	174,918	+70,497	ADD
211	Squarepoint Ops LLC	$31.8M	174,454	−471,774	TRIM
212	Arizona State Retirement System	$31.8M	174,189	−6,673	TRIM
213	STATE OF MICHIGAN RETIREMENT SYSTEM	$31.7M	173,764	−3,200	TRIM
214	Cercano Management LLC	$31.7M	173,628	+79,058	ADD
215	Holocene Advisors, LP	$31.5M	172,601	−624,292	TRIM
216	Rockefeller Capital Management L.P.	$31.4M	172,329	−74,188	TRIM
217	Czech National Bank	$31.1M	170,243	+2,609	ADD
218	VOYA INVESTMENT MANAGEMENT LLC	$30.5M	167,410	−1,146,944	TRIM
219	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$30.5M	167,206	+167,206	NEW
220	MOORE CAPITAL MANAGEMENT, LP	$30.5M	167,100	−25,063	TRIM
221	Empyrean Capital Partners, LP	$29.2M	160,000	−284,000	TRIM
222	Y-Intercept (Hong Kong) Ltd	$28.9M	158,239	+158,239	NEW
223	TEACHER RETIREMENT SYSTEM OF TEXAS	$28.9M	158,227	+43,180	ADD
224	Calamos Advisors LLC	$28.2M	154,474	−39,827	TRIM
225	Rafferty Asset Management, LLC	$28.0M	153,415	−42,436	TRIM
226	Freestone Grove Partners LP	$27.9M	152,930	+152,930	NEW
227	PICTON MAHONEY ASSET MANAGEMENT	$27.5M	150,492	−19,893	TRIM
228	BALYASNY ASSET MANAGEMENT L.P.	$27.4M	150,262	+134,693	ADD
229	GATEWAY INVESTMENT ADVISERS LLC	$27.1M	148,698	−37,988	TRIM
230	Teewinot Capital Advisers, L.L.C.	$27.1M	148,518	−40,891	TRIM
231	CIBC Bancorp USA Inc.	$27.1M	148,409	—	NO PRIOR
232	MetLife Investment Management, LLC	$26.6M	145,885	−6,399	TRIM
233	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$26.6M	145,614	−2,262	TRIM
234	Mirae Asset Global Investments Co., Ltd.	$26.5M	145,338	+22,699	ADD
235	Long Focus Capital Management, LLC	$26.5M	145,000	+145,000	NEW
236	DnB Asset Management AS	$25.6M	140,389	−52,848	TRIM
237	J. Safra Sarasin Holding AG	$25.6M	140,340	+2,899	ADD
238	Danica Pension, Livsforsikringsaktieselskab	$25.6M	140,097	+140,097	NEW
239	Third Point LLC	$25.5M	140,000	−960,000	TRIM
240	THORNBURG INVESTMENT MANAGEMENT INC	$25.5M	139,670	−42,984	TRIM
241	IFM Investors Pty Ltd	$25.4M	139,119	+4,667	ADD
242	BURNEY CO/	$25.3M	138,848	−45,437	TRIM
243	PB INVESTMENT PARTNERS, L.P.	$24.3M	133,301	−20,958	TRIM
244	ASSETMARK, INC	$24.3M	133,173	+14,341	ADD
245	Retirement Systems of Alabama	$24.2M	132,745	−2,499	TRIM
246	LOEWS CORP	$23.7M	130,000	+65,000	ADD
247	Varma Mutual Pension Insurance Co	$23.6M	129,282	0	NO CHANGE
248	Swiss Life Asset Management Ltd	$23.4M	128,195	+12,352	ADD
249	Ceredex Value Advisors LLC	$23.3M	127,957	+26,101	ADD
250	ProShare Advisors LLC	$23.1M	126,639	−7,136	TRIM
251	MERCER GLOBAL ADVISORS INC /ADV	$23.1M	126,403	−8,505	TRIM
252	MARK ASSET MANAGEMENT LP	$22.6M	123,810	+4,094	ADD
253	Woodline Partners LP	$22.4M	122,853	+14,315	ADD
254	Zurich Insurance Group Ltd/FI	$22.3M	122,400	−351,935	TRIM
255	M&T BANK CORP	$22.2M	121,648	−5,003	TRIM
256	BLAIR WILLIAM & CO/IL	$22.1M	121,300	−8,542	TRIM
257	OPPENHEIMER ASSET MANAGEMENT INC.	$22.1M	120,951	+32,400	ADD
258	Destination Wealth Management	$21.7M	118,700	−2,661	TRIM
259	DEPRINCE RACE & ZOLLO INC	$21.3M	116,549	+7,005	ADD
260	Daiwa Securities Group Inc.	$21.2M	116,293	+1,706	ADD
261	Vontobel Holding Ltd.	$21.2M	116,100	−20,553	TRIM
262	Man Group plc	$20.5M	112,391	−16,689	TRIM
263	Pathstone Holdings, LLC	$20.5M	112,192	−4,213	TRIM
264	XPONANCE LLC	$20.1M	110,380	+9,798	ADD
265	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$19.9M	181,530	+45,665	ADD
266	Andra AP-fonden	$19.3M	105,923	−67,108	TRIM
267	CNA FINANCIAL CORP	$19.2M	105,000	+40,000	ADD
268	MARTINGALE ASSET MANAGEMENT L P	$18.9M	103,596	+7,065	ADD
269	Empowered Funds, LLC	$18.9M	103,552	+74,026	ADD
270	Chesley Taft & Associates LLC	$18.6M	101,885	+23,809	ADD
271	Fisher Funds Management LTD	$18.5M	101,321	+95,487	ADD
272	Utah Retirement Systems	$18.2M	99,903	−3,952	TRIM
273	American Assets Investment Management, LLC	$18.2M	99,500	0	NO CHANGE
274	USS Investment Management Ltd	$17.8M	97,544	+1,794	ADD
275	Vanguard Personalized Indexing Management, LLC	$17.6M	96,693	−2,998	TRIM
276	Sanctuary Advisors, LLC	$17.5M	96,110	+420	ADD
277	Wealthfront Advisers LLC	$17.3M	94,622	−12,507	TRIM
278	OP Asset Management Ltd	$17.2M	94,275	—	NO PRIOR
279	Sumitomo Mitsui DS Asset Management Company, Ltd	$17.2M	94,189	+959	ADD
280	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$17.0M	93,227	−95,104	TRIM
281	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$17.0M	93,088	+698	ADD
282	HANCOCK WHITNEY CORP	$16.8M	88,142	+88,142	NEW
283	Rakuten Investment Management, Inc.	$16.6M	93,302	+9,511	ADD
284	MARKEL GROUP INC.	$16.6M	91,000	0	NO CHANGE
285	NEOS Investment Management LLC	$16.6M	91,000	+4,360	ADD
286	Stony Point Capital LLC	$16.6M	90,810	−369	TRIM
287	Walleye Capital LLC	$16.5M	90,641	+44,076	ADD
288	ADAMS DIVERSIFIED EQUITY FUND, INC.	$16.5M	90,370	−67,300	TRIM
289	MIZUHO MARKETS AMERICAS LLC	$16.4M	90,000	0	NO CHANGE
290	ZACKS INVESTMENT MANAGEMENT	$16.4M	89,996	+2,206	ADD
291	QRG CAPITAL MANAGEMENT, INC.	$16.3M	89,206	+6,279	ADD
292	Atlantic Union Bankshares Corp	$16.3M	89,165	−7,967	TRIM
293	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$16.0M	87,619	−25,861	TRIM
294	XTX Topco Ltd	$15.8M	86,359	+86,359	NEW
295	Saraza Management, LP	$15.7M	86,300	+17,300	ADD
296	LMCG INVESTMENTS, LLC	$15.7M	86,274	+569	ADD
297	FARMERS & MERCHANTS INVESTMENTS INC	$15.7M	86,178	+1,467	ADD
298	CWM, LLC	$15.5M	84,912	−12,010	TRIM
299	GLENMEDE TRUST CO NA	$15.0M	82,358	−10,951	TRIM
300	NISSAY ASSET MANAGEMENT CORP /JAPAN	$14.9M	81,719	−131	TRIM
301	Connor, Clark & Lunn Investment Management Ltd.	$14.7M	80,652	+80,652	NEW
302	Ethic Inc.	$14.7M	80,373	−5,494	TRIM
303	ASR Vermogensbeheer N.V.	$14.5M	79,233	+1,364	ADD
304	Elo Mutual Pension Insurance Co	$14.1M	77,459	+861	ADD
305	Unison Advisors LLC	$14.1M	77,163	+263	ADD
306	Helix Partners Management LP	$14.1M	77,100	+66,100	ADD
307	Venator Management LLC	$13.9M	75,990	+9,623	ADD
308	DAVENPORT & Co LLC	$13.8M	75,698	−1,132	TRIM
309	CCM INVESTMENT ADVISERS LLC	$13.7M	74,872	−24	TRIM
310	D.A. DAVIDSON & CO.	$13.6M	74,641	+3,144	ADD
311	YOUSIF CAPITAL MANAGEMENT, LLC	$13.6M	74,442	−3,742	TRIM
312	MACQUARIE GROUP LTD	$13.5M	74,071	−222,943	TRIM
313	Beacon Pointe Advisors, LLC	$13.3M	73,038	+30,146	ADD
314	RBF Capital, LLC	$13.2M	72,596	−65,236	TRIM
315	NorthCrest Asset Manangement, LLC	$13.2M	72,372	−24,205	TRIM
316	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$13.1M	71,637	−1,145	TRIM
317	Quadrature Capital Ltd	$13.0M	71,262	+62,122	ADD
318	KELLY LAWRENCE W & ASSOCIATES INC/CA	$13.0M	71,113	−6,517	TRIM
319	Walleye Trading LLC	$13.0M	71,094	+49,365	ADD
320	HUTCHINSON CAPITAL MANAGEMENT/CA	$12.9M	70,984	−1,040	TRIM
321	LB Partners LLC	$12.8M	70,056	+6,000	ADD
322	TWO SIGMA INVESTMENTS, LP	$12.6M	69,314	+54,111	ADD
323	Callan Family Office, LLC	$12.3M	67,249	−6,081	TRIM
324	Alyeska Investment Group, L.P.	$12.2M	67,020	+32,214	ADD
325	Governors Lane LP	$12.2M	66,991	+66,991	NEW
326	Vinva Investment Management Ltd	$12.2M	68,387	−9,399	TRIM
327	CastleKnight Management LP	$12.2M	66,652	+25,200	ADD
328	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$12.1M	66,493	−1,774	TRIM
329	CORTLAND ASSOCIATES INC/MO	$12.0M	65,742	−1,308	TRIM
330	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$12.0M	65,726	−517	TRIM
331	Blume Capital Management, Inc.	$11.8M	64,578	+1,106	ADD
332	CREDIT AGRICOLE S A	$11.7M	64,143	−777	TRIM
333	Qsemble Capital Management, LP	$11.6M	63,412	+54,339	ADD
334	EVERGREEN CAPITAL MANAGEMENT LLC	$11.4M	62,405	−68,068	TRIM
335	Point Break Capital Management, LLC	$11.2M	61,403	−15,104	TRIM
336	Summit Financial, LLC	$11.1M	60,926	+32,998	ADD
337	Alley Investment Management Company, LLC	$11.0M	60,268	−216	TRIM
338	BROWN ADVISORY INC	$10.9M	59,679	−1,181	TRIM
339	Triveni Capital Investments LP	$10.9M	59,480	+10,498	ADD
340	WESTWOOD HOLDINGS GROUP INC	$10.8M	59,077	−4,325	TRIM
341	Eldred Rock Partners, LLC	$10.8M	59,070	+954	ADD
342	Brevan Howard Capital Management LP	$10.7M	58,439	+49,043	ADD
343	Candriam S.C.A.	$10.4M	57,034	−16,644	TRIM
344	Financial Strategies Group, Inc.	$10.4M	53,602	+9,399	ADD
345	Karl Kapital LLC	$10.1M	55,548	+28,520	ADD
346	&PARTNERS	$10.0M	55,052	−7,832	TRIM
347	Kingsview Wealth Management, LLC	$9.9M	54,400	−170,088	TRIM
348	Xcel Wealth Management, LLC	$9.9M	54,396	+8,166	ADD
349	Sienna Gestion	$9.9M	55,159	0	NO CHANGE
350	Arvest Bank Trust Division	$9.8M	53,797	−812	TRIM
351	Venture Visionary Partners LLC	$9.8M	53,576	+45,837	ADD
352	Investment Management Corp of Ontario	$9.8M	53,565	−18,946	TRIM
353	CRAMER ROSENTHAL MCGLYNN LLC	$9.7M	53,111	−2,637	TRIM
354	CAPSTONE INVESTMENT ADVISORS, LLC	$9.5M	51,848	+51,848	NEW
355	INTECH INVESTMENT MANAGEMENT LLC	$9.4M	51,689	+29,685	ADD
356	Dana Investment Advisors, Inc.	$9.4M	51,640	+1,346	ADD
357	GMT CAPITAL CORP	$9.3M	50,800	+50,800	NEW
358	BW Gestao de Investimentos Ltda.	$9.2M	50,480	−57,126	TRIM
359	ABN AMRO INVESTMENT SOLUTIONS	$9.1M	49,834	−28,168	TRIM
360	BLB&B Advisors, LLC	$9.1M	49,761	−443	TRIM
361	Equitable Holdings, Inc.	$9.1M	38,990	+16,501	ADD
362	UniSuper Management Pty Ltd	$8.9M	49,019	+584	ADD
363	B. Metzler seel. Sohn & Co. AG	$8.9M	48,729	−12,239	TRIM
364	Vestmark Advisory Solutions, Inc.	$8.9M	48,694	+3,639	ADD
365	Oliver Luxxe Assets LLC	$8.9M	48,686	+1,344	ADD
366	Atria Investments, Inc	$8.9M	48,636	+106	ADD
367	DELTEC ASSET MANAGEMENT LLC	$8.8M	48,270	+42,970	ADD
368	BAILARD, INC.	$8.8M	48,055	−2,941	TRIM
369	Kestra Advisory Services, LLC	$8.7M	47,696	+2,773	ADD
370	GREAT LAKES ADVISORS, LLC	$8.7M	47,475	−278	TRIM
371	Lido Advisors, LLC	$8.6M	47,377	+19,285	ADD
372	ExodusPoint Capital Management, LP	$8.6M	47,007	+47,007	NEW
373	Alpha Omega Wealth Management LLC	$8.5M	46,429	+65	ADD
374	Avanza Fonder AB	$8.4M	46,211	−354	TRIM
375	Optiver Holding B.V.	$8.3M	45,429	−40,488	TRIM
376	PINNACLE ASSOCIATES LTD	$8.2M	45,223	−4,033	TRIM
377	Lombard Odier Asset Management (Switzerland) SA	$8.2M	44,849	+2,500	ADD
378	SALEM INVESTMENT COUNSELORS INC	$8.2M	44,723	+306	ADD
379	BOOTHBAY FUND MANAGEMENT, LLC	$8.1M	44,282	+4,032	ADD
380	Susquehanna Portfolio Strategies, LLC	$7.8M	42,994	−5,273	TRIM
381	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$7.8M	42,981	+23,238	ADD
382	Osmosis Investment Management UK Ltd	$7.8M	42,558	−347	TRIM
383	HB Wealth Management, LLC	$7.8M	42,532	+13,045	ADD
384	Centiva Capital, LP	$7.7M	42,105	+35,347	ADD
385	Dakota Wealth Management	$7.4M	40,737	−3,719	TRIM
386	Generali Asset Management SPA SGR	$7.4M	40,546	−3,388	TRIM
387	S-Bank Fund Management Ltd	$7.3M	40,000	0	NO CHANGE
388	Sendero Wealth Management, LLC	$7.3M	39,844	+630	ADD
389	Baltimore-Washington Financial Advisors, Inc.	$7.2M	39,470	+39,470	NEW
390	LBP AM SA	$7.2M	39,465	+39,465	NEW
391	Polar Capital Holdings Plc	$7.1M	38,783	−2,178	TRIM
392	Norinchukin Bank, The	$7.1M	38,754	−645	TRIM
393	Financiere des Professionnels - Fonds d'investissement inc.	$7.1M	38,740	+27,616	ADD
394	KANAWHA CAPITAL MANAGEMENT LLC	$7.0M	38,623	−482	TRIM
395	CHOREO, LLC	$7.0M	38,594	+130	ADD
396	Clarkston Capital Partners, LLC	$7.0M	38,375	−181,264	TRIM
397	Global X Japan Co., Ltd.	$6.9M	37,807	+1,615	ADD
398	MIZUHO SECURITIES USA LLC	$6.9M	37,790	−8,500	TRIM
399	SMITH CHAS P & ASSOCIATES PA CPAS	$6.9M	37,734	−632	TRIM
400	Tower Research Capital LLC (TRC)	$6.9M	37,686	+4,098	ADD
401	KWMG, LLC	$6.9M	37,553	+1,086	ADD
402	Cinctive Capital Management LP	$6.8M	37,328	−27,163	TRIM
403	Concurrent Investment Advisors, LLC	$6.8M	37,051	−23,358	TRIM
404	ELEVATION POINT WEALTH PARTNERS, LLC	$6.8M	37,027	+5,669	ADD
405	EVOLVE PRIVATE WEALTH, LLC	$6.7M	36,932	−6,714	TRIM
406	Palmer Knight Co	$6.7M	36,516	−1,304	TRIM
407	Havemeyer Place LP	$6.6M	36,125	+36,125	NEW
408	Moran Wealth Management, LLC	$6.6M	35,962	−156	TRIM
409	B. Riley Wealth Advisors, Inc.	$6.5M	36,445	+6,074	ADD
410	Aptus Capital Advisors, LLC	$6.4M	35,323	−3,183	TRIM
411	Caprock Group, LLC	$6.4M	35,217	+76	ADD
412	NewEdge Advisors, LLC	$6.3M	34,744	+34,744	NEW
413	MARTIN & CO INC /TN/	$6.3M	34,598	+974	ADD
414	Crossmark Global Holdings, Inc.	$6.2M	34,166	—	NO PRIOR
415	Engineers Gate Manager LP	$6.2M	33,973	−14,907	TRIM
416	Coastal Bridge Advisors, LLC	$6.1M	33,628	+469	ADD
417	Steward Partners Investment Advisory, LLC	$6.1M	33,621	−1,100	TRIM
418	KING LUTHER CAPITAL MANAGEMENT CORP	$6.1M	33,422	+1,454	ADD
419	CONTINENTAL ADVISORS LLC	$6.1M	33,405	+2,100	ADD
420	One Fin Capital Management LP	$6.0M	33,000	−98,536	TRIM
421	Stablepoint Partners, LLC	$6.0M	32,997	+762	ADD
422	SIGNET FINANCIAL MANAGEMENT, LLC	$6.0M	32,884	−212	TRIM
423	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$6.0M	32,675	+32,675	NEW
424	OSSIAM	$5.9M	32,255	−62,250	TRIM
425	Asio Capital, LLC	$5.8M	31,758	+4,932	ADD
426	HUDSON EDGE INVESTMENT PARTNERS INC.	$5.8M	31,583	−662	TRIM
427	Graham Capital Management, L.P.	$5.6M	30,865	−13,799	TRIM
428	Maryland State Retirement & Pension System	$5.6M	30,837	−514	TRIM
429	SCS Capital Management LLC	$5.6M	30,670	+1,975	ADD
430	Baker Ellis Asset Management LLC	$5.5M	30,247	+124	ADD
431	Jain Global LLC	$5.4M	29,837	+27,676	ADD
432	OPPENHEIMER & CO INC	$5.4M	29,566	+1,381	ADD
433	BTC Capital Management, Inc.	$5.4M	29,528	+1,010	ADD
434	Orion Porfolio Solutions, LLC	$5.4M	29,506	−44,418	TRIM
435	NOMURA HOLDINGS INC	$5.4M	29,368	+29,368	NEW
436	OMERS ADMINISTRATION Corp	$5.4M	29,364	+6,622	ADD
437	Laird Norton Wetherby Trust Company, LLC	$5.2M	28,687	−473	TRIM
438	Annex Advisory Services, LLC	$5.2M	28,673	+10,511	ADD
439	ING GROEP NV	$5.2M	28,390	−953	TRIM
440	ALERUS FINANCIAL NA	$5.1M	27,896	−89	TRIM
441	VAN STRUM & TOWNE INC.	$5.1M	27,787	−164	TRIM
442	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$5.1M	27,684	+20,780	ADD
443	Reliant Investment Management, LLC	$5.0M	27,586	+700	ADD
444	QUADRANT CAPITAL GROUP LLC	$5.0M	27,515	+2,360	ADD
445	TRITONPOINT WEALTH, LLC	$5.0M	27,459	−35	TRIM
446	Merit Financial Group, LLC	$5.0M	27,197	−13,167	TRIM
447	BUFFALO BUSINESS & ESTATE SERVICES LTD	$4.9M	26,866	+4,418	ADD
448	Pinnacle Financial Partners, Inc.	$4.9M	26,612	−699	TRIM
449	TD Waterhouse Canada Inc.	$4.8M	26,220	−2,115	TRIM
450	ARQ WEALTH ADVISORS, LLC	$4.8M	26,341	+22,815	ADD
451	PRINCIPAL SECURITIES, INC.	$4.8M	26,239	+402	ADD
452	New England Research & Management, Inc.	$4.8M	26,125	+11,173	ADD
453	AG2R LA MONDIALE GESTION D'ACTIFS	$4.7M	25,901	+343	ADD
454	National Philanthropic Trust	$4.7M	25,718	—	NO PRIOR
455	MUFG Securities EMEA plc	$4.7M	25,627	−435	TRIM
456	Summit Trail Advisors, LLC	$4.7M	25,609	+7,737	ADD
457	Ascent Group, LLC	$4.7M	25,548	−1,618	TRIM
458	Saba Capital Management, L.P.	$4.7M	25,532	+15,539	ADD
459	Private Advisor Group, LLC	$4.6M	25,238	−4,307	TRIM
460	Covenant Asset Management, LLC	$4.6M	25,206	+508	ADD
461	MERIDIAN INVESTMENT COUNSEL INC.	$4.6M	25,195	+10,034	ADD
462	AIGEN INVESTMENT MANAGEMENT, LP	$4.5M	24,495	+24,495	NEW
463	GC Wealth Management RIA, LLC	$4.5M	24,462	−989	TRIM
464	Savant Capital, LLC	$4.4M	24,332	+3,374	ADD
465	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$4.4M	24,300	−220	TRIM
466	Metis Global Partners, LLC	$4.4M	24,273	−3,103	TRIM
467	BENJAMIN EDWARDS INC	$4.4M	24,190	+2,163	ADD
468	TOKIO MARINE ASSET MANAGEMENT CO LTD	$4.4M	23,905	+1,115	ADD
469	LAZARD ASSET MANAGEMENT LLC	$4.4M	23,881	−6,661	TRIM
470	Bleakley Financial Group, LLC	$4.3M	23,784	+2,597	ADD
471	Saudi Central Bank	$4.3M	23,466	+23,466	NEW
472	LYNCH & ASSOCIATES/IN	$4.3M	23,319	−185	TRIM
473	Vident Advisory, LLC	$4.3M	23,307	+5,640	ADD
474	Dai-ichi Life Insurance Company, Ltd	$4.2M	23,268	+143	ADD
475	Machina Capital S.A.S.	$4.2M	23,068	+16,413	ADD
476	Banque Cantonale Vaudoise	$4.2M	22,976	−2,456	TRIM
477	Sequoia Financial Advisors, LLC	$4.2M	22,849	−1,452	TRIM
478	MALTESE CAPITAL MANAGEMENT LLC	$4.2M	22,800	−6,547	TRIM
479	Meeder Advisory Services, Inc.	$4.2M	22,798	+734	ADD
480	Johnson Financial Group, Inc.	$4.2M	22,751	+1,586	ADD
481	CYPRESS FINANCIAL PLANNING LLC	$4.1M	22,701	−2	TRIM
482	Vise Technologies, Inc.	$4.1M	17,002	0	NO CHANGE
483	WEBSTER BANK, N. A.	$4.1M	22,352	−2,154	TRIM
484	Linscomb Wealth, Inc.	$4.1M	22,269	−5,003	TRIM
485	Interval Partners, LP	$4.1M	22,218	−60,356	TRIM
486	Empirical Finance, LLC	$4.0M	22,147	−48	TRIM
487	LEGACY FINANCIAL INDEPENDENT ADVISORS LLC	$4.0M	21,914	—	NO PRIOR
488	Illinois Municipal Retirement Fund	$4.0M	21,744	−7,670	TRIM
489	Midwest Trust Co	$4.0M	21,697	+18,461	ADD
490	Brooklyn Investment Group	$4.0M	21,687	+5,053	ADD
491	TCTC Holdings, LLC	$3.9M	21,447	+298	ADD
492	Forvis Mazars Wealth Advisors, LLC	$3.9M	21,232	−865	TRIM
493	Cannell & Spears LLC	$3.9M	21,206	0	NO CHANGE
494	ENGLISH CAPITAL MANAGEMENT LLC	$3.9M	21,176	0	NO CHANGE
495	Prospera Financial Services Inc	$3.9M	21,135	+7,386	ADD
496	Glenview Trust Co	$3.9M	21,121	−182	TRIM
497	Capital International Sarl	$3.9M	21,114	−8,063	TRIM
498	CITIZENS FINANCIAL GROUP INC/RI	$3.9M	21,104	−1,654	TRIM
499	KESTRA PRIVATE WEALTH SERVICES, LLC	$3.8M	20,939	+20,939	NEW
500	Allworth Financial LP	$3.8M	20,854	+2,248	ADD

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

Congress ↔ notable managers · COF

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

Congress · last 90 days

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

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

Notable managers · quarter ended 2026-03-31

Adding: 5 D1 Capital Partners, Tudor Investment Corp, Soros Fund Management, Gotham Asset Management, Caxton Associates $339M held
Trimming: 6 Lone Pine Capital, Ruane Cunniff & Goldfarb, Viking Global Investors, Moore Capital Management, Third Point, Bridgewater Associates $1.1B held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · CAPITAL ONE FINANCIAL CORP

Merged timeline of congressional filings and notable-manager moves on COF
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	D1 Capital Partners 13F	ADD	+288,528 sh
2026-05-15	Tudor Investment Corp 13F	NEW	+543,608 sh
2026-05-15	Soros Fund Management 13F	NEW	+180,105 sh
2026-05-15	Gotham Asset Management 13F	ADD	+160 sh
2026-05-15	Lone Pine Capital 13F	TRIM	−27,835 sh
2026-05-15	Ruane Cunniff & Goldfarb 13F	TRIM	−50,216 sh
2026-05-15	Viking Global Investors 13F	TRIM	−1,339,943 sh
2026-05-15	Moore Capital Management 13F	TRIM	−25,063 sh
2026-05-15	Third Point 13F	TRIM	−960,000 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−157,774 sh
2026-05-14	Caxton Associates 13F	NEW	+1,635 sh

12 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

22 members of Congress disclosed COF — 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).