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 ↗

FORTINET INC · COM · quarter ended 2026-03-31 · 14 members disclosed FTNT ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,081 holders are listed, largest first: 1,081
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $35.4B
holders whose share count rose or who opened the position (new + add), by shares: 532
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 147

Holders — quarter ended 2026-03-31

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

13F holders of FTNT ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$5.1B	61,968,733	+753,228	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$3.2B	39,754,778	—	NO PRIOR
3	STATE STREET CORP	$2.4B	28,929,635	−211,214	TRIM
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.0B	25,037,687	—	NO PRIOR
5	GEODE CAPITAL MANAGEMENT, LLC	$1.4B	17,461,777	+485,868	ADD
6	Bank of New York Mellon Corp	$1.1B	13,333,083	−1,171,514	TRIM
7	FIRST TRUST ADVISORS LP	$940M	11,506,173	+3,598,487	ADD
8	Invesco Ltd.	$818M	10,005,263	−827,320	TRIM
9	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$789M	9,651,024	+4,500,194	ADD
10	MORGAN STANLEY	$723M	8,844,318	+532,045	ADD
11	AQR CAPITAL MANAGEMENT LLC	$628M	7,771,945	+3,662,929	ADD
12	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$617M	7,554,196	+938,753	ADD
13	NORDEA INVESTMENT MANAGEMENT AB	$554M	6,913,716	+8,042	ADD
14	Legal & General Group Plc	$529M	6,477,691	−427,876	TRIM
15	DEUTSCHE BANK AG\	$527M	6,443,964	−288,188	TRIM
16	NORTHERN TRUST CORP	$508M	6,221,836	−144,429	TRIM
17	Fundsmith LLP	$503M	6,156,675	−359,336	TRIM
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$383M	4,686,321	+157,531	ADD
19	BANK OF AMERICA CORP /DE/	$380M	4,644,346	+447,402	ADD
20	DIMENSIONAL FUND ADVISORS LP	$358M	4,381,971	+20,581	ADD
21	Amundi	$314M	3,843,328	+221,682	ADD
22	Swedbank AB	$304M	3,721,638	+156,728	ADD
23	VANGUARD FIDUCIARY TRUST CO	$295M	3,611,745	—	NO PRIOR
24	FMR LLC	$277M	3,390,480	−202,079	TRIM
25	Pictet Asset Management Holding SA	$268M	3,287,041	+131,048	ADD
26	JACOBS LEVY EQUITY MANAGEMENT, INC	$249M	3,052,283	+134,331	ADD
27	UBS Group AG	$248M	3,038,555	+83,140	ADD
28	SCHRODER INVESTMENT MANAGEMENT GROUP	$248M	3,038,390	−119,724	TRIM
29	CITIGROUP INC	$236M	2,887,018	+350,647	ADD
30	D. E. Shaw & Co., Inc.	$234M	2,867,337	+1,112,854	ADD
31	Robeco Institutional Asset Management B.V.	$184M	2,250,736	−271,868	TRIM
32	Nuveen, LLC	$180M	2,205,590	+383,498	ADD
33	BARCLAYS PLC	$179M	2,193,503	−565,884	TRIM
34	ROYAL BANK OF CANADA	$161M	1,974,224	−569,216	TRIM
35	AMERIPRISE FINANCIAL INC	$159M	1,949,553	−2,637,477	TRIM
36	Swiss National Bank	$152M	1,855,100	+70,300	ADD
37	VICTORY CAPITAL MANAGEMENT INC	$138M	1,686,240	+18,658	ADD
38	FUNDSMITH INVESTMENT SERVICES LTD.	$136M	1,659,789	−158,444	TRIM
39	Capital World Investors	$131M	1,605,884	+343,373	ADD
40	BNP Paribas Asset Management Holding S.A.	$129M	1,579,806	−32,807	TRIM
41	VOYA INVESTMENT MANAGEMENT LLC	$129M	1,572,937	−31,820	TRIM
42	BANK OF MONTREAL /CAN/	$126M	1,543,801	−331,790	TRIM
43	Sumitomo Mitsui Trust Group, Inc.	$125M	1,532,028	−83,237	TRIM
44	Sarasin & Partners LLP	$124M	1,517,445	−1,260,596	TRIM
45	Mitsubishi UFJ Asset Management Co., Ltd.	$122M	1,496,700	+87,235	ADD
46	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$120M	1,470,631	−472,859	TRIM
47	Vanguard Global Advisers, LLC	$113M	1,382,625	—	NO PRIOR
48	Vident Advisory, LLC	$107M	1,305,290	−100,670	TRIM
49	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$102M	1,252,611	+104,047	ADD
50	HSBC HOLDINGS PLC	$102M	1,243,531	−1,895,049	TRIM
51	Alyeska Investment Group, L.P.	$100M	1,225,474	+1,225,474	NEW
52	Zurcher Kantonalbank (Zurich Cantonalbank)	$99.2M	1,213,433	+1,213,433	NEW
53	RHUMBLINE ADVISERS	$95.7M	1,171,056	−19,336	TRIM
54	CANADA PENSION PLAN INVESTMENT BOARD	$93.9M	1,148,578	−169,910	TRIM
55	TWO SIGMA INVESTMENTS, LP	$91.9M	1,124,399	−17,581	TRIM
56	ROYAL LONDON ASSET MANAGEMENT LTD	$91.7M	1,122,679	+74,739	ADD
57	National Pension Service	$89.3M	1,093,026	+1,093,026	NEW
58	VANGUARD ASSET MANAGEMENT, Ltd	$88.8M	1,086,229	—	NO PRIOR
59	ProShare Advisors LLC	$86.3M	1,055,627	−255,295	TRIM
60	CITADEL ADVISORS LLC	$84.0M	1,027,480	−73,933	TRIM
61	Empower Advisory Group, LLC	$83.4M	1,020,338	+53,586	ADD
62	FEDERATED HERMES, INC.	$78.5M	960,230	+611,864	ADD
63	TD ASSET MANAGEMENT INC	$74.7M	914,020	−37,497	TRIM
64	JUPITER ASSET MANAGEMENT LTD	$73.3M	938,549	+938,549	NEW
65	AMERICAN CAPITAL MANAGEMENT INC	$67.7M	828,923	−96,830	TRIM
66	ALLIANCEBERNSTEIN L.P.	$66.9M	842,825	+141,171	ADD
67	PRINCIPAL FINANCIAL GROUP INC	$66.0M	808,204	+20,970	ADD
68	NATIONAL BANK OF CANADA /FI/	$64.1M	784,902	−15,484	TRIM
69	Holocene Advisors, LP	$63.3M	774,723	+211,723	ADD
70	KING LUTHER CAPITAL MANAGEMENT CORP	$61.4M	751,418	+87,047	ADD
71	Allianz Asset Management GmbH	$59.7M	730,219	+1,817	ADD
72	OSSIAM	$59.0M	722,143	+30,340	ADD
73	STIFEL FINANCIAL CORP	$58.3M	713,447	−100,870	TRIM
74	NEW YORK STATE COMMON RETIREMENT FUND	$57.8M	707,857	0	NO CHANGE
75	WELLS FARGO & COMPANY/MN	$54.9M	671,444	−104,039	TRIM
76	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$54.6M	667,557	+95,034	ADD
77	Junto Capital Management LP	$54.1M	661,995	+661,995	NEW
78	Universal- Beteiligungs- und Servicegesellschaft mbH	$52.5M	642,768	−112,518	TRIM
79	TEACHER RETIREMENT SYSTEM OF TEXAS	$49.8M	609,044	+343,733	ADD
80	FRANKLIN RESOURCES INC	$48.6M	594,447	+55,161	ADD
81	Tidal Investments LLC	$47.9M	586,189	+516,223	ADD
82	PRUDENTIAL FINANCIAL INC	$47.4M	579,803	+135,592	ADD
83	Vinva Investment Management Ltd	$47.4M	599,366	+122,192	ADD
84	ARGENT CAPITAL MANAGEMENT LLC	$45.8M	560,811	−25,877	TRIM
85	AVIVA PLC	$45.7M	559,044	+15,973	ADD
86	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$45.3M	554,680	−3,481	TRIM
87	PFA Pension, Forsikringsaktieselskab	$44.4M	542,909	+542,909	NEW
88	Quantinno Capital Management LP	$44.2M	541,153	+12,394	ADD
89	Mitsubishi UFJ Trust & Banking Corp	$44.1M	539,196	−228,562	TRIM
90	ENVESTNET ASSET MANAGEMENT INC	$44.0M	538,988	+237,028	ADD
91	DANSKE BANK A/S	$43.8M	536,281	+152,306	ADD
92	IEQ CAPITAL, LLC	$43.7M	535,160	+168,249	ADD
93	GLENMEDE TRUST CO NA	$42.3M	518,177	+49,629	ADD
94	LPL Financial LLC	$41.7M	510,759	+20,062	ADD
95	Man Group plc	$40.3M	492,550	−185,905	TRIM
96	NEOS Investment Management LLC	$39.9M	488,094	+54,993	ADD
97	Aberdeen Group plc	$39.4M	482,159	+15,719	ADD
98	ADAGE CAPITAL PARTNERS GP, L.L.C.	$38.9M	476,290	−19,400	TRIM
99	Clearbridge Investments, LLC	$38.8M	474,705	−233,963	TRIM
100	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$38.3M	468,076	−443,857	TRIM
101	Rockefeller Capital Management L.P.	$37.3M	456,219	−7,378	TRIM
102	STOREBRAND ASSET MANAGEMENT AS	$36.6M	447,382	—	NO PRIOR
103	Mariner, LLC	$36.1M	441,623	+139,035	ADD
104	SEI INVESTMENTS CO	$35.4M	433,321	+164,517	ADD
105	Cerity Partners LLC	$35.2M	430,179	+73,230	ADD
106	Voleon Capital Management LP	$35.0M	428,457	+21,397	ADD
107	Asset Management One Co., Ltd.	$33.8M	413,572	+5,779	ADD
108	NewEdge Wealth, LLC	$32.9M	402,789	−7,907	TRIM
109	Creative Planning	$32.7M	400,266	+13,163	ADD
110	Saudi Central Bank	$32.2M	394,549	+23,063	ADD
111	Beacon Pointe Advisors, LLC	$32.2M	394,508	+17,407	ADD
112	Korea Investment CORP	$32.2M	393,843	−9,393	TRIM
113	Mirae Asset Global Investments Co., Ltd.	$32.0M	390,994	+42,744	ADD
114	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$31.1M	380,130	+123,050	ADD
115	Vontobel Holding Ltd.	$30.3M	371,281	−15,273	TRIM
116	Woodline Partners LP	$29.5M	361,279	−18,550	TRIM
117	RAYMOND JAMES FINANCIAL INC	$29.5M	360,898	−58,333	TRIM
118	STATE OF WISCONSIN INVESTMENT BOARD	$28.3M	346,176	−16,043	TRIM
119	KLP KAPITALFORVALTNING AS	$28.1M	344,000	+49,400	ADD
120	J. Safra Sarasin Holding AG	$27.8M	340,664	−24,471	TRIM
121	2Xideas AG	$27.6M	337,924	−89,794	TRIM
122	Dixon Mitchell Investment Counsel Inc.	$27.6M	337,594	−3,345	TRIM
123	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$27.5M	337,126	−26,867	TRIM
124	APG Asset Management N.V.	$27.0M	380,634	−6,475	TRIM
125	Candriam S.C.A.	$26.9M	328,975	+34,499	ADD
126	HighTower Advisors, LLC	$26.3M	321,978	+5,421	ADD
127	AMERICAN CENTURY COMPANIES INC	$26.3M	321,869	−202,535	TRIM
128	Ardmore Road Asset Management LP	$26.2M	321,200	+49,452	ADD
129	SEB Asset Management AB	$25.9M	317,070	—	NO PRIOR
130	Vanguard Investments Australia, Ltd.	$25.7M	314,721	—	NO PRIOR
131	Chevy Chase Trust Holdings, LLC	$25.5M	312,501	−9,407	TRIM
132	COUNTRY TRUST BANK	$25.1M	307,330	−5,243	TRIM
133	Engineers Gate Manager LP	$25.1M	307,319	+215,660	ADD
134	TORONTO DOMINION BANK	$25.0M	306,350	−94,773	TRIM
135	Aware Super Pty Ltd as trustee of Aware Super	$24.2M	296,474	—	NO PRIOR
136	LGT Group Foundation	$24.2M	295,680	−10,675	TRIM
137	MACKENZIE FINANCIAL CORP	$23.9M	292,863	+65,742	ADD
138	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$23.7M	290,063	−187,821	TRIM
139	Rafferty Asset Management, LLC	$23.6M	288,940	−62,107	TRIM
140	CIBC Asset Management Inc	$23.5M	287,791	−1,349	TRIM
141	E. Ohman J:or Asset Management AB	$23.3M	285,059	−1,200	TRIM
142	Trexquant Investment LP	$23.1M	282,642	−72,479	TRIM
143	Mediolanum International Funds Ltd	$23.0M	290,964	−33,906	TRIM
144	GUGGENHEIM CAPITAL LLC	$21.7M	265,340	−105,893	TRIM
145	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$21.1M	258,783	−7,830	TRIM
146	NOMURA ASSET MANAGEMENT CO LTD	$20.9M	256,053	−12,749	TRIM
147	Epoch Investment Partners, Inc.	$20.6M	251,658	−22,339	TRIM
148	BEACON INVESTMENT ADVISORY SERVICES, INC.	$19.7M	241,274	−14,437	TRIM
149	BANK OF NOVA SCOTIA	$19.4M	237,967	−204,214	TRIM
150	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$19.1M	234,032	−9,461	TRIM
151	OLD NATIONAL BANCORP /IN/	$18.8M	229,509	+12,077	ADD
152	Sumitomo Mitsui DS Asset Management Company, Ltd	$18.5M	225,926	−6,809	TRIM
153	Cetera Investment Advisers	$18.3M	224,350	+41,233	ADD
154	RPG Investment Advisory, LLC	$18.1M	221,225	−946	TRIM
155	Daiwa Securities Group Inc.	$18.0M	220,111	+16,347	ADD
156	State of New Jersey Common Pension Fund D	$17.7M	216,011	−3,205	TRIM
157	Lansforsakringar Fondforvaltning AB (publ)	$17.5M	214,431	−2,156	TRIM
158	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$17.5M	261,458	+91,492	ADD
159	US BANCORP \DE\	$16.8M	205,636	−8,525	TRIM
160	Resona Asset Management Co.,Ltd.	$16.7M	205,833	+950	ADD
161	one8zero8, LLC	$16.5M	201,318	−8,280	TRIM
162	Tredje AP-fonden	$16.4M	200,120	+200,120	NEW
163	LMR Partners LLP	$16.3M	200,000	+95,949	ADD
164	Crossmark Global Holdings, Inc.	$16.3M	199,740	—	NO PRIOR
165	CWM, LLC	$16.1M	197,125	+51,884	ADD
166	Willis Investment Counsel	$16.0M	196,239	+2,126	ADD
167	Ensign Peak Advisors, Inc	$16.0M	196,230	+23,056	ADD
168	NISSAY ASSET MANAGEMENT CORP /JAPAN	$16.0M	195,197	+3,178	ADD
169	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$15.8M	192,761	−314,250	TRIM
170	STATE OF MICHIGAN RETIREMENT SYSTEM	$15.6M	190,470	−300	TRIM
171	Lido Advisors, LLC	$15.1M	185,050	+21,528	ADD
172	Jain Global LLC	$14.6M	178,368	−434,195	TRIM
173	Swiss Life Asset Management Ltd	$14.3M	175,598	−24,730	TRIM
174	MetLife Investment Management, LLC	$14.3M	175,404	−6,872	TRIM
175	Fulcrum Capital LLC	$14.3M	174,592	+30,486	ADD
176	Eurizon Capital SGR S.p.A.	$14.2M	175,004	−9,095	TRIM
177	XPONANCE LLC	$14.2M	173,912	+10,420	ADD
178	Arizona State Retirement System	$14.2M	173,185	−10,173	TRIM
179	Zurich Insurance Group Ltd/FI	$14.2M	173,175	+173,175	NEW
180	Czech National Bank	$14.1M	172,150	+5,495	ADD
181	Quadrature Capital Ltd	$13.9M	170,136	+170,136	NEW
182	NOMURA HOLDINGS INC	$13.8M	168,821	−38,128	TRIM
183	CREDIT AGRICOLE S A	$13.7M	168,020	+74,555	ADD
184	Merit Financial Group, LLC	$13.5M	165,498	+4,257	ADD
185	Peak Asset Management, LLC	$13.4M	163,596	+5,494	ADD
186	Gotham Asset Management, LLC	$13.3M	162,846	−127,540	TRIM
187	BARLOW WEALTH PARTNERS, LLC	$13.2M	161,271	−21,071	TRIM
188	OSAIC HOLDINGS, INC.	$13.2M	161,014	−26,798	TRIM
189	Empowered Funds, LLC	$12.9M	157,306	+157,306	NEW
190	BLAIR WILLIAM & CO/IL	$12.8M	156,820	−3,813	TRIM
191	PANAGORA ASSET MANAGEMENT INC	$12.8M	156,516	+147,262	ADD
192	Baird Financial Group, Inc.	$12.6M	154,174	+154,174	NEW
193	NATIXIS	$12.6M	154,027	−122,941	TRIM
194	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$12.0M	147,243	+213	ADD
195	Union Bancaire Privee, UBP SA	$11.8M	153,299	−23,273	TRIM
196	Nutshell Asset Management Ltd	$11.7M	143,781	−196,924	TRIM
197	DnB Asset Management AS	$11.7M	143,013	−9,369	TRIM
198	JANE STREET GROUP, LLC	$11.6M	142,292	−233,457	TRIM
199	Varma Mutual Pension Insurance Co	$11.5M	140,650	0	NO CHANGE
200	Inspire Investing, LLC	$11.5M	140,146	+28,931	ADD
201	Federation des caisses Desjardins du Quebec	$11.3M	138,360	+31,328	ADD
202	Callahan Advisors, LLC	$11.1M	135,586	+90	ADD
203	Allspring Global Investments Holdings, LLC	$11.1M	136,249	+6,478	ADD
204	IFM Investors Pty Ltd	$11.0M	134,543	+2,155	ADD
205	OFI INVEST ASSET MANAGEMENT	$11.0M	154,678	+3,640	ADD
206	Retirement Systems of Alabama	$11.0M	134,231	−238	TRIM
207	MERCER GLOBAL ADVISORS INC /ADV	$10.9M	133,977	+11,835	ADD
208	Investment Management Corp of Ontario	$10.9M	133,945	+85,494	ADD
209	SAWGRASS ASSET MANAGEMENT LLC	$10.9M	133,479	−4,067	TRIM
210	CIBC Bancorp USA Inc.	$10.7M	130,915	—	NO PRIOR
211	Moran Wealth Management, LLC	$10.7M	130,886	+18,447	ADD
212	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$10.5M	128,175	+47,404	ADD
213	FIFTH THIRD BANCORP	$10.5M	128,125	+106,938	ADD
214	Vanguard Personalized Indexing Management, LLC	$10.3M	126,622	+18,476	ADD
215	Pine Valley Investments Ltd Liability Co	$10.1M	124,128	+3,924	ADD
216	DIVERSIFY WEALTH MANAGEMENT, LLC	$10.1M	117,101	+55,475	ADD
217	GDS Wealth Management	$9.6M	117,338	+16,931	ADD
218	UniSuper Management Pty Ltd	$9.5M	116,046	−8,635	TRIM
219	ICICI Prudential Asset Management Co Ltd	$9.3M	113,762	+328	ADD
220	USS Investment Management Ltd	$9.3M	113,687	+7,578	ADD
221	PUBLIC SECTOR PENSION INVESTMENT BOARD	$9.3M	113,239	+21,773	ADD
222	COMMONWEALTH EQUITY SERVICES, LLC	$9.2M	112,784	+6,702	ADD
223	First National Bank of Mount Dora, Trust Investment Services	$9.0M	110,356	—	NO PRIOR
224	NISA INVESTMENT ADVISORS, LLC	$9.0M	109,837	−27,972	TRIM
225	SCOTIA CAPITAL INC.	$8.9M	109,411	−1,314	TRIM
226	ING GROEP NV	$8.8M	107,694	−137,865	TRIM
227	Wealthfront Advisers LLC	$8.8M	107,535	+15,120	ADD
228	Knuff & Co LLC	$8.5M	103,975	−1,325	TRIM
229	Altrafin AG	$8.4M	103,115	0	NO CHANGE
230	Maytus Capital Management, LLC	$8.4M	102,323	+47,823	ADD
231	Walleye Capital LLC	$8.3M	102,130	−9,761	TRIM
232	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$8.3M	102,055	+8,057	ADD
233	Utah Retirement Systems	$8.2M	100,600	−4,448	TRIM
234	Integrated Advisors Network LLC	$8.2M	100,445	+2,339	ADD
235	Ravenstone Capital Management Inc.	$8.2M	100,366	—	NO PRIOR
236	Meridiem Capital Partners LP	$8.2M	100,000	−86,940	TRIM
237	Elo Mutual Pension Insurance Co	$8.0M	98,203	−23,135	TRIM
238	Geneos Wealth Management Inc.	$7.9M	97,187	+3,552	ADD
239	Modera Wealth Management, LLC	$7.8M	95,941	−2,191	TRIM
240	BROWN ADVISORY INC	$7.8M	95,703	+599	ADD
241	TD Waterhouse Canada Inc.	$7.8M	95,788	+84,850	ADD
242	JONES FINANCIAL COMPANIES LLLP	$7.5M	91,926	−2,682	TRIM
243	CARDEROCK CAPITAL MANAGEMENT INC	$7.4M	91,109	−3,015	TRIM
244	Private Wealth Partners, LLC	$7.4M	90,000	0	NO CHANGE
245	LGT Fund Management Co Ltd.	$7.3M	89,819	+45,419	ADD
246	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$7.1M	87,117	−28,457	TRIM
247	SHELTON CAPITAL MANAGEMENT	$7.0M	85,695	−1,583	TRIM
248	Palmer Knight Co	$6.8M	83,082	−1,757	TRIM
249	CIBC WORLD MARKET INC.	$6.3M	77,195	+894	ADD
250	Janus Henderson Group Ltd.	$6.2M	76,305	−115,815	TRIM
251	BURNEY CO/	$6.2M	76,275	−121,534	TRIM
252	QRG CAPITAL MANAGEMENT, INC.	$6.2M	75,491	+13,294	ADD
253	Ethic Inc.	$6.1M	75,180	+12,139	ADD
254	MACQUARIE GROUP LTD	$6.1M	74,259	−172,258	TRIM
255	Optiver Holding B.V.	$6.0M	73,141	−77,868	TRIM
256	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$5.9M	72,395	0	NO CHANGE
257	Stephens Investment Management Group LLC	$5.9M	71,759	−18,691	TRIM
258	Illinois Municipal Retirement Fund	$5.8M	70,528	−10,173	TRIM
259	Slow Capital, Inc.	$5.7M	70,241	+2,848	ADD
260	UMB Bank, n.a.	$5.7M	69,384	−195	TRIM
261	YHB Investment Advisors, Inc.	$5.6M	68,734	−5,705	TRIM
262	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$5.5M	67,224	−642	TRIM
263	Davidson Capital Management Inc.	$5.4M	66,445	+22,607	ADD
264	Banque Cantonale Vaudoise	$5.4M	66,248	−28,367	TRIM
265	Ameritas Investment Partners, Inc.	$5.4M	66,171	−8,114	TRIM
266	WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD	$5.4M	66,082	+2,773	ADD
267	Advisors Asset Management, Inc.	$5.4M	65,952	+5,719	ADD
268	Norinchukin Bank, The	$5.4M	65,725	+2,387	ADD
269	YOUSIF CAPITAL MANAGEMENT, LLC	$5.3M	65,387	−2,525	TRIM
270	OP Asset Management Ltd	$5.3M	65,044	—	NO PRIOR
271	ZACKS INVESTMENT MANAGEMENT	$5.1M	62,958	−22,783	TRIM
272	FIRST FOUNDATION ADVISORS	$5.1M	62,710	−736	TRIM
273	Aldebaran Financial Inc.	$5.0M	61,681	−5,467	TRIM
274	KMG FIDUCIARY PARTNERS, LLC	$5.0M	61,556	+56,088	ADD
275	RENAISSANCE TECHNOLOGIES LLC	$5.0M	61,394	−402,800	TRIM
276	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$4.9M	60,182	−101	TRIM
277	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$4.9M	59,676	−880	TRIM
278	UNIVEST FINANCIAL Corp	$4.8M	59,323	+5,160	ADD
279	Financial Advisors Network, Inc.	$4.8M	59,224	—	NO PRIOR
280	Linden Thomas Advisory Services, LLC	$4.8M	58,578	+654	ADD
281	Tower Research Capital LLC (TRC)	$4.8M	58,290	+5,746	ADD
282	Quantbot Technologies LP	$4.7M	57,936	−9,438	TRIM
283	WELLINGTON MANAGEMENT GROUP LLP	$4.6M	56,263	−17,068	TRIM
284	BUCKHEAD CAPITAL MANAGEMENT LLC	$4.6M	56,152	+244	ADD
285	Convergence Investment Partners, LLC	$4.6M	55,978	+55,978	NEW
286	PROFUND ADVISORS LLC	$4.5M	55,327	−13,279	TRIM
287	Insight Wealth Strategies, LLC	$4.5M	54,886	−1,241	TRIM
288	ASR Vermogensbeheer N.V.	$4.5M	54,504	+842	ADD
289	NLB Skladi, upravljanje premozenja, d.o.o.	$4.4M	54,448	+2,698	ADD
290	Institute for Wealth Management, LLC.	$4.4M	54,410	−280	TRIM
291	IMC-Chicago, LLC	$4.4M	54,098	−42,700	TRIM
292	Steward Partners Investment Advisory, LLC	$4.4M	53,969	+6,957	ADD
293	Ruffer LLP	$4.3M	52,456	+52,456	NEW
294	PARSONS CAPITAL MANAGEMENT INC/RI	$4.2M	51,854	−8,016	TRIM
295	MML INVESTORS SERVICES, LLC	$4.2M	51,751	−4,504	TRIM
296	Summit Financial, LLC	$4.2M	51,529	+46,671	ADD
297	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$4.1M	50,794	−26,043	TRIM
298	Johnson Financial Group, Inc.	$4.1M	50,118	+525	ADD
299	Westerkirk Capital Inc.	$4.1M	50,100	−2,400	TRIM
300	Trilogy Capital Inc.	$4.1M	49,905	+5,753	ADD
301	NorthCrest Asset Manangement, LLC	$4.1M	49,354	−18,787	TRIM
302	INDEPENDENT FINANCIAL GROUP, LLC	$4.1M	49,731	—	NO PRIOR
303	Pathstone Holdings, LLC	$4.1M	49,669	+6,238	ADD
304	XTX Topco Ltd	$4.1M	49,564	+17,455	ADD
305	Qube Research & Technologies Ltd	$4.0M	49,526	−554,971	TRIM
306	Atlantic Union Bankshares Corp	$4.0M	49,194	−16,886	TRIM
307	AXQ CAPITAL, LP	$4.0M	48,984	+46,334	ADD
308	Leonteq Securities AG	$4.0M	48,839	−82,403	TRIM
309	CONGRESS ASSET MANAGEMENT CO	$4.0M	48,388	−3,295	TRIM
310	LAZARD ASSET MANAGEMENT LLC	$3.9M	48,123	−13,362	TRIM
311	Manhattan West Asset Management, LLC	$3.9M	47,833	+7,193	ADD
312	Walleye Trading LLC	$3.9M	47,822	−68,409	TRIM
313	SIGNET FINANCIAL MANAGEMENT, LLC	$3.9M	47,754	−302	TRIM
314	MERIDIAN MANAGEMENT CO	$3.8M	46,929	+261	ADD
315	Generali Asset Management SPA SGR	$3.8M	46,579	−1,414	TRIM
316	BLI - Banque de Luxembourg Investments	$3.8M	48,000	+48,000	NEW
317	KRS Capital Management, LLC	$3.8M	45,980	0	NO CHANGE
318	CWA Asset Management Group, LLC	$3.7M	45,763	−2,680	TRIM
319	Groupe la Francaise	$3.7M	45,706	−45	TRIM
320	Avanza Fonder AB	$3.7M	45,082	−1,177	TRIM
321	Stratos Wealth Partners, LTD.	$3.6M	44,469	−21,278	TRIM
322	Decatur Capital Management, Inc.	$3.6M	44,391	−711	TRIM
323	Pinnacle Financial Partners, Inc.	$3.6M	44,000	+829	ADD
324	OPPENHEIMER & CO INC	$3.5M	43,386	+43,386	NEW
325	INTECH INVESTMENT MANAGEMENT LLC	$3.5M	42,964	−48,722	TRIM
326	Ashton Thomas Private Wealth, LLC	$3.5M	42,820	−1,922	TRIM
327	Knollwood Investment Advisory, LLC	$3.5M	42,771	0	NO CHANGE
328	Sage Mountain Advisors LLC	$3.5M	42,300	−26,071	TRIM
329	Hennion & Walsh Asset Management, Inc.	$3.4M	42,023	−6,870	TRIM
330	KCM INVESTMENT ADVISORS LLC	$3.4M	41,857	+1,204	ADD
331	Focus Partners Advisor Solutions, LLC	$3.4M	41,739	+7,850	ADD
332	Bank OZK	$3.4M	41,438	−1,406	TRIM
333	Patriot Financial Group Insurance Agency, LLC	$3.4M	41,156	+20,932	ADD
334	E Fund Management Co., Ltd.	$3.3M	40,752	—	NO PRIOR
335	Oxbow Advisors, LLC	$3.3M	40,178	+40,178	NEW
336	WCG Wealth Advisors LLC	$3.2M	39,733	−1,276	TRIM
337	Procyon Advisors, LLC	$3.2M	38,679	+9,378	ADD
338	SIMPLEX TRADING, LLC	$3.1M	38,329	+1,916	ADD
339	MIZUHO SECURITIES USA LLC	$3.1M	38,213	−7,812	TRIM
340	Kestra Advisory Services, LLC	$3.1M	37,697	+690	ADD
341	Corient Private Wealth LLC	$3.1M	37,693	−437,310	TRIM
342	United Capital Management of KS, Inc.	$3.1M	37,615	−38,033	TRIM
343	S&T BANK/PA	$3.1M	37,406	−10,873	TRIM
344	Global X Japan Co., Ltd.	$3.0M	36,663	+1,561	ADD
345	Siemens Fonds Invest GmbH	$3.0M	36,580	−1,088	TRIM
346	HARTFORD INVESTMENT MANAGEMENT CO	$3.0M	36,100	−431	TRIM
347	Fairtree Asset Management (Pty) Ltd	$2.9M	35,459	−3,163	TRIM
348	Migdal Insurance & Financial Holdings Ltd.	$2.9M	34,916	+34,916	NEW
349	GATEWAY INVESTMENT ADVISERS LLC	$2.8M	34,210	−5,928	TRIM
350	Fideuram Asset Management (Ireland) dac	$2.8M	36,252	−25,192	TRIM
351	M&T BANK CORP	$2.8M	33,925	+3,056	ADD
352	OMERS ADMINISTRATION Corp	$2.8M	33,747	+6,615	ADD
353	TRUIST FINANCIAL CORP	$2.7M	33,413	+8,265	ADD
354	Boomfish Wealth Group, LLC	$2.7M	33,262	+477	ADD
355	ACCOUNT MANAGEMENT LLC	$2.7M	33,218	−1,350	TRIM
356	Sequoia Financial Advisors, LLC	$2.7M	33,212	+9,376	ADD
357	Summit Trail Advisors, LLC	$2.7M	33,176	+8,006	ADD
358	CAXTON ASSOCIATES LLP	$2.7M	32,451	−832	TRIM
359	PRINCIPAL SECURITIES, INC.	$2.6M	32,179	+13,329	ADD
360	BDF-GESTION	$2.6M	32,100	0	NO CHANGE
361	Aptus Capital Advisors, LLC	$2.6M	32,062	+16,119	ADD
362	VISTA INVESTMENT PARTNERS LLC	$2.6M	32,040	+32,040	NEW
363	ABN AMRO INVESTMENT SOLUTIONS	$2.6M	31,867	−757	TRIM
364	Iyo Bank, Ltd.	$2.6M	31,501	+6,451	ADD
365	HANCOCK WHITNEY CORP	$2.6M	30,434	−2,005	TRIM
366	Maryland State Retirement & Pension System	$2.6M	31,326	0	NO CHANGE
367	Maia Wealth LLC	$2.6M	31,320	+8,202	ADD
368	CAISSE DES DEPOTS ET CONSIGNATIONS	$2.6M	31,205	−2,343	TRIM
369	Aft, Forsyth & Sober, LLC	$2.4M	29,750	0	NO CHANGE
370	GILPIN WEALTH MANAGEMENT, LLC	$2.4M	29,743	−3,811	TRIM
371	AG2R LA MONDIALE GESTION D'ACTIFS	$2.4M	29,563	+2,289	ADD
372	Y-Intercept (Hong Kong) Ltd	$2.4M	29,544	−6,645	TRIM
373	Parallax Volatility Advisers, L.P.	$2.4M	29,452	−1,664	TRIM
374	B. Metzler seel. Sohn & Co. AG	$2.4M	29,376	−5,441	TRIM
375	Y.D. More Investments Ltd	$2.4M	29,203	−29,432	TRIM
376	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$2.4M	29,187	−104	TRIM
377	Alamar Capital Management, LLC	$2.3M	28,710	—	NO PRIOR
378	Choate Investment Advisors	$2.3M	28,679	−423	TRIM
379	Stelac Advisory Services LLC	$2.3M	28,748	+28,748	NEW
380	Compound Planning, Inc.	$2.3M	28,492	+12,364	ADD
381	MRP Capital Investments, LLC	$2.3M	28,406	−1,500	TRIM
382	Metis Global Partners, LLC	$2.3M	28,402	−2,490	TRIM
383	Congress Park Capital LLC	$2.3M	28,389	+3,041	ADD
384	TWIN CAPITAL MANAGEMENT INC	$2.3M	28,157	+143	ADD
385	HB Wealth Management, LLC	$2.3M	27,906	+7,815	ADD
386	TEMA ETFS LLC	$2.3M	27,704	+4,747	ADD
387	MILLENNIUM MANAGEMENT LLC	$2.3M	27,692	−1,171,914	TRIM
388	ASSETMARK, INC	$2.2M	27,395	−89,368	TRIM
389	Lifestyle Asset Management, Inc.	$2.2M	27,301	+4,488	ADD
390	Jefferies Financial Group Inc.	$2.2M	27,197	+8,278	ADD
391	BALYASNY ASSET MANAGEMENT L.P.	$2.2M	27,061	−1,510	TRIM
392	FLAGSHIP HARBOR ADVISORS, LLC	$2.2M	26,987	+26,987	NEW
393	COMMERCE BANK	$2.2M	26,812	+5,601	ADD
394	Pallas Capital Advisors LLC	$2.2M	26,644	+6,892	ADD
395	Brevan Howard Capital Management LP	$2.1M	26,205	−49,335	TRIM
396	MUFG Securities EMEA plc	$2.1M	25,913	0	NO CHANGE
397	Oribel Capital Management, LP	$2.1M	25,900	+25,900	NEW
398	Assenagon Asset Management S.A.	$2.1M	25,769	−1,201	TRIM
399	ARDSLEY ADVISORY PARTNERS LP	$2.1M	25,600	+25,600	NEW
400	&PARTNERS	$2.1M	25,460	−774	TRIM
401	RB Capital Management, LLC	$2.1M	25,450	0	NO CHANGE
402	ALPS ADVISORS INC	$2.1M	25,361	+1,436	ADD
403	Vise Technologies, Inc.	$2.0M	25,475	0	NO CHANGE
404	Diversified Trust Co	$2.0M	24,347	+4,526	ADD
405	Krane Funds Advisors LLC	$2.0M	23,995	+4,795	ADD
406	Dai-ichi Life Insurance Company, Ltd	$2.0M	24,156	−1,028	TRIM
407	Moors & Cabot, Inc.	$2.0M	23,875	−628	TRIM
408	MAI Capital Management	$1.9M	23,736	+9,111	ADD
409	GROUPAMA ASSET MANAGMENT	$1.9M	23,701	+23,701	NEW
410	Laird Norton Wetherby Trust Company, LLC	$1.9M	23,606	+881	ADD
411	SHAKER INVESTMENTS LLC/OH	$1.9M	23,602	−1,314	TRIM
412	PRUDENTIAL PLC	$1.9M	23,427	+11,339	ADD
413	INTEGRITY ALLIANCE, LLC.	$1.9M	22,880	−205	TRIM
414	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.9M	22,798	0	NO CHANGE
415	Clearstead Advisors, LLC	$1.8M	22,398	+11,601	ADD
416	Private Advisor Group, LLC	$1.8M	22,237	+544	ADD
417	Brooklyn Investment Group	$1.8M	22,215	+10,355	ADD
418	Oak Thistle LLC	$1.8M	22,145	+22,145	NEW
419	PKO Investment Management Joint-Stock Co	$1.8M	22,000	−5,000	TRIM
420	CITIZENS FINANCIAL GROUP INC/RI	$1.8M	21,973	+4,902	ADD
421	Orion Porfolio Solutions, LLC	$1.8M	21,948	+350	ADD
422	Greater Midwest Financial Group, LLC	$1.8M	21,889	+2,718	ADD
423	STEINBERGANNA WEALTH MANAGEMENT	$1.8M	21,805	+190	ADD
424	Allworth Financial LP	$1.8M	21,661	−2,263	TRIM
425	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.8M	21,660	+21,660	NEW
426	Intesa Sanpaolo S.p.A.	$1.8M	21,920	−12,800	TRIM
427	AZZAD ASSET MANAGEMENT INC /ADV	$1.8M	21,503	+1,397	ADD
428	Krilogy Financial LLC	$1.8M	21,253	+11,537	ADD
429	Capital Planning Advisors, LLC	$1.7M	21,314	+3,250	ADD
430	Centiva Capital, LP	$1.7M	21,202	+21,202	NEW
431	Empirical Finance, LLC	$1.7M	21,185	−35	TRIM
432	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$1.7M	21,161	+12,245	ADD
433	LBP AM SA	$1.7M	21,148	+16,861	ADD
434	Gradient Investments LLC	$1.7M	21,081	−550	TRIM
435	Eurizon SLJ Capital Ltd	$1.7M	21,772	−194	TRIM
436	Apollon Wealth Management, LLC	$1.7M	21,041	+1,941	ADD
437	QUADRANT CAPITAL GROUP LLC	$1.7M	20,741	+6,425	ADD
438	Lombard Odier Asset Management (Switzerland) SA	$1.7M	20,707	−7,900	TRIM
439	Bangor Savings Bank	$1.7M	20,569	+52	ADD
440	Leelyn Smith, LLC	$1.7M	20,389	+789	ADD
441	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.7M	20,226	+30	ADD
442	Atom Investors LP	$1.6M	19,861	+19,861	NEW
443	Goelzer Investment Management, Inc.	$1.6M	19,772	+19,772	NEW
444	Banco Santander, S.A.	$1.6M	19,552	−29,211	TRIM
445	RFG Advisory, LLC	$1.6M	19,144	+1,108	ADD
446	D.A. DAVIDSON & CO.	$1.5M	18,906	−2,119	TRIM
447	Symphony Financial, Ltd. Co.	$1.5M	19,142	−1,859	TRIM
448	JOHNSON INVESTMENT COUNSEL INC	$1.5M	18,608	−219	TRIM
449	North Dakota State Investment Board	$1.5M	18,433	−3,375	TRIM
450	SIGNATUREFD, LLC	$1.5M	18,408	+3,029	ADD
451	DB Fitzpatrick & Co, Inc	$1.5M	18,277	+446	ADD
452	Meeder Advisory Services, Inc.	$1.5M	18,206	+4,725	ADD
453	InTrack Investment Management Inc	$1.5M	17,933	0	NO CHANGE
454	EP Wealth Advisors, LLC	$1.5M	17,815	−670	TRIM
455	Odyssean, LLC	$1.4M	17,736	+10,544	ADD
456	Larson Financial Group LLC	$1.4M	17,640	+5,979	ADD
457	MUFG SECURITIES AMERICAS INC.	$1.4M	17,490	+461	ADD
458	PAX Financial Group, LLC	$1.4M	17,459	−2,712	TRIM
459	COLDSTREAM CAPITAL MANAGEMENT INC	$1.4M	17,364	+3,618	ADD
460	Concurrent Investment Advisors, LLC	$1.4M	17,320	+3,337	ADD
461	STANCE CAPITAL LLC	$1.4M	17,174	+223	ADD
462	SECURIAN ASSET MANAGEMENT, INC	$1.4M	17,088	−100	TRIM
463	ACCESS FINANCIAL SERVICES, INC.	$1.4M	17,064	−561	TRIM
464	Callan Family Office, LLC	$1.4M	17,033	+1,647	ADD
465	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$1.4M	17,000	+5,000	ADD
466	Squarepoint Ops LLC	$1.4M	16,803	−42	TRIM
467	Frank, Rimerman Advisors LLC	$1.4M	16,768	+3,825	ADD
468	ENTERPRISE FINANCIAL SERVICES CORP	$1.4M	16,756	+655	ADD
469	Plato Investment Management Ltd	$1.3M	16,452	+1,051	ADD
470	Bull Harbor Capital LLC	$1.3M	16,460	—	NO PRIOR
471	Livforsakringsbolaget Skandia, Omsesidigt	$1.3M	16,412	0	NO CHANGE
472	KLCM Advisors, Inc.	$1.3M	16,315	+190	ADD
473	United Asset Strategies, Inc.	$1.3M	16,165	−13,323	TRIM
474	PRELUDE CAPITAL MANAGEMENT, LLC	$1.3M	16,072	+7,031	ADD
475	Inspire Advisors, LLC	$1.3M	16,014	+2,616	ADD
476	Buck Wealth Strategies, LLC	$1.3M	15,929	+784	ADD
477	Harold Davidson & Associates Inc.	$1.3M	15,907	−160	TRIM
478	BIRCHBROOK, INC.	$1.3M	15,870	+1,460	ADD
479	Radnor Capital Management, LLC	$1.3M	15,840	+3,640	ADD
480	Roundview Capital LLC	$1.3M	15,776	−25,448	TRIM
481	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$1.3M	15,744	+49	ADD
482	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.3M	15,655	+4,726	ADD
483	EVOLVE PRIVATE WEALTH, LLC	$1.3M	15,622	+3,967	ADD
484	Glen Eagle Advisors, LLC	$1.3M	15,581	+15,481	ADD
485	VISTA INVESTMENT PARTNERS II, LLC	$1.3M	15,422	+15,422	NEW
486	Sterling Capital Management LLC	$1.3M	15,344	−11,310	TRIM
487	Fox Hill Wealth Management	$1.2M	15,250	−220	TRIM
488	Global Financial Private Client, LLC	$1.2M	15,173	+2,373	ADD
489	RWA WEALTH PARTNERS, LLC	$1.2M	15,167	−6	TRIM
490	SCS Capital Management LLC	$1.2M	15,115	+8,498	ADD
491	DAYMARK WEALTH PARTNERS, LLC	$1.2M	15,081	−47,900	TRIM
492	MEITAV INVESTMENT HOUSE LTD	$1.2M	14,950	+14,950	NEW
493	Paradiem, LLC	$1.2M	14,947	+14,947	NEW
494	MASTERINVEST Kapitalanlage GmbH	$1.2M	14,942	+960	ADD
495	WADDELL & ASSOCIATES, LLC	$1.2M	14,894	+6,303	ADD
496	Laurion Capital Management LP	$1.2M	14,834	+14,834	NEW
497	Bleakley Financial Group, LLC	$1.2M	14,826	+2,026	ADD
498	J.W. COLE ADVISORS, INC.	$1.2M	14,766	−951	TRIM
499	EVERGREEN CAPITAL MANAGEMENT LLC	$1.2M	14,699	+7,640	ADD
500	JGP Wealth Management, LLC	$1.2M	14,686	−116	TRIM

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

Congress ↔ notable managers · FTNT

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: 1 Dan Newhouse R–WA-4 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 4 Fundsmith, Gotham Asset Management, Caxton Associates, Bridgewater Associates $519M held

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

Merged timeline of congressional filings and notable-manager moves on FTNT
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-07-17	Dan Newhouse Congress	SELL	$1K–$15K
2026-05-15	Fundsmith 13F	TRIM	−359,336 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−127,540 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−267,384 sh
2026-05-14	Caxton Associates 13F	TRIM	−832 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

14 members of Congress disclosed FTNT — 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).