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 ↗

KENVUE INC · COM · quarter ended 2026-03-31 · 9 members disclosed KVUE ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 819 holders are listed, largest first: 819
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $27.3B
holders whose share count rose or who opened the position (new + add), by shares: 430
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 131

Holders — quarter ended 2026-03-31

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

13F holders of KVUE ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.5B	145,297,292	−14,253,300	TRIM
2	FMR LLC	$2.3B	135,093,094	+40,980,484	ADD
3	VANGUARD CAPITAL MANAGEMENT LLC	$2.1B	124,424,037	—	NO PRIOR
4	STATE STREET CORP	$2.1B	119,571,246	+706,112	ADD
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.6B	92,464,388	—	NO PRIOR
6	Pentwater Capital Management LP	$896M	52,000,000	−4,720,600	TRIM
7	GEODE CAPITAL MANAGEMENT, LLC	$881M	51,270,216	+1,407,642	ADD
8	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$866M	49,743,984	−18,742,394	TRIM
9	Independent Franchise Partners LLP	$848M	49,208,848	+1,062,372	ADD
10	MILLENNIUM MANAGEMENT LLC	$548M	31,801,263	+10,000,700	ADD
11	Starboard Value LP	$471M	27,307,632	0	NO CHANGE
12	D. E. Shaw & Co., Inc.	$453M	26,282,145	−150,207	TRIM
13	BALYASNY ASSET MANAGEMENT L.P.	$423M	24,564,292	+343,453	ADD
14	DIMENSIONAL FUND ADVISORS LP	$384M	22,270,175	+196,981	ADD
15	MORGAN STANLEY	$368M	21,373,366	+4,144,404	ADD
16	HBK INVESTMENTS L P	$362M	21,000,001	+18,465,000	ADD
17	UBS Group AG	$358M	20,763,700	−20,988,272	TRIM
18	NORTHERN TRUST CORP	$333M	19,317,380	−102,860	TRIM
19	Invesco Ltd.	$324M	18,789,609	+1,238,573	ADD
20	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$302M	17,514,927	+373,716	ADD
21	Legal & General Group Plc	$248M	14,384,890	+60,652	ADD
22	BANK OF AMERICA CORP /DE/	$245M	14,184,293	+1,230,947	ADD
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$226M	13,137,967	+174,304	ADD
24	Amundi	$226M	13,090,913	−2,791,015	TRIM
25	Nuveen, LLC	$199M	11,546,249	+2,460,214	ADD
26	TUDOR INVESTMENT CORP ET AL	$192M	11,128,599	+4,291,016	ADD
27	DEUTSCHE BANK AG\	$190M	11,014,726	+2,786,131	ADD
28	Bank of New York Mellon Corp	$187M	10,864,537	−223,497	TRIM
29	CITADEL ADVISORS LLC	$187M	10,820,981	+8,240,323	ADD
30	VANGUARD FIDUCIARY TRUST CO	$186M	10,780,880	—	NO PRIOR
31	ProShare Advisors LLC	$169M	9,819,219	−983,808	TRIM
32	BANK OF MONTREAL /CAN/	$167M	9,659,545	+275,345	ADD
33	AMERICAN CENTURY COMPANIES INC	$164M	9,540,731	−17,196,792	TRIM
34	ROYAL BANK OF CANADA	$155M	8,979,296	+3,952,444	ADD
35	ALLIANCEBERNSTEIN L.P.	$139M	8,078,367	−1,247,133	TRIM
36	YACKTMAN ASSET MANAGEMENT LP	$137M	7,932,459	+74,963	ADD
37	EQUITY INVESTMENT CORP	$132M	7,633,736	+813,386	ADD
38	M&G Plc	$129M	7,579,318	−555,913	TRIM
39	Assenagon Asset Management S.A.	$110M	6,403,576	+2,014,672	ADD
40	ING GROEP NV	$105M	6,084,509	−3,771,581	TRIM
41	Mondrian Investment Partners LTD	$98.0M	5,687,011	−86,247	TRIM
42	Swiss National Bank	$96.9M	5,622,946	+364,000	ADD
43	HSBC HOLDINGS PLC	$96.6M	5,618,177	−4,594,559	TRIM
44	AQR Arbitrage LLC	$95.2M	5,585,579	+2,082,648	ADD
45	CITIGROUP INC	$89.9M	5,214,598	+2,652,208	ADD
46	LMR Partners LLP	$86.4M	5,012,829	+826,045	ADD
47	Swedbank AB	$84.7M	4,912,842	+4,368,731	ADD
48	Sumitomo Mitsui Trust Group, Inc.	$84.0M	4,873,809	−343,749	TRIM
49	Mitsubishi UFJ Asset Management Co., Ltd.	$83.4M	4,838,721	+232,222	ADD
50	Magnetar Financial LLC	$79.4M	4,605,598	−658,305	TRIM
51	LAZARD ASSET MANAGEMENT LLC	$73.9M	4,286,035	−925,250	TRIM
52	Vanguard Global Advisers, LLC	$72.2M	4,186,961	—	NO PRIOR
53	RENAISSANCE TECHNOLOGIES LLC	$71.4M	4,141,512	+4,141,512	NEW
54	Hudson Bay Capital Management LP	$70.4M	4,085,000	+2,805,000	ADD
55	Qube Research & Technologies Ltd	$68.7M	3,985,188	+3,985,188	NEW
56	CANADA PENSION PLAN INVESTMENT BOARD	$67.6M	3,919,153	0	NO CHANGE
57	VANGUARD ASSET MANAGEMENT, Ltd	$65.6M	3,804,108	—	NO PRIOR
58	Verition Fund Management LLC	$65.3M	3,786,957	+517,572	ADD
59	Squarepoint Ops LLC	$64.4M	3,737,283	+319,488	ADD
60	BARCLAYS PLC	$64.3M	3,727,395	−28,020,241	TRIM
61	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$62.2M	3,607,466	−452,671	TRIM
62	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$62.2M	3,606,388	+2,351,653	ADD
63	ADAGE CAPITAL PARTNERS GP, L.L.C.	$60.8M	3,524,692	−1,004,866	TRIM
64	BRANDES INVESTMENT PARTNERS, LP	$60.1M	3,484,968	+390,320	ADD
65	Man Group plc	$58.2M	3,375,653	+540,578	ADD
66	Calamos Advisors LLC	$57.8M	3,351,000	+651,000	ADD
67	CAXTON ASSOCIATES LLP	$57.6M	3,343,101	+3,343,101	NEW
68	RHUMBLINE ADVISERS	$57.2M	3,318,565	−59,356	TRIM
69	NOMURA ASSET MANAGEMENT CO LTD	$56.7M	3,287,458	−204,090	TRIM
70	SOROS FUND MANAGEMENT LLC	$54.4M	3,157,266	+1,911,020	ADD
71	National Pension Service	$52.7M	3,058,325	+3,058,325	NEW
72	Vest Financial, LLC	$51.4M	2,979,533	−267,811	TRIM
73	ALPINE ASSOCIATES MANAGEMENT INC.	$51.2M	2,968,520	+809,894	ADD
74	WELLINGTON MANAGEMENT GROUP LLP	$50.4M	2,921,988	+577,901	ADD
75	FIRST TRUST ADVISORS LP	$49.8M	2,888,992	−454,817	TRIM
76	CAPSTONE INVESTMENT ADVISORS, LLC	$45.9M	2,664,593	−2,424,172	TRIM
77	Melqart Asset Management (UK) Ltd	$43.2M	2,508,632	0	NO CHANGE
78	Woodline Partners LP	$39.8M	2,310,285	+1,226,292	ADD
79	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$39.2M	2,271,980	−8,679,019	TRIM
80	AQR CAPITAL MANAGEMENT LLC	$39.2M	2,296,645	+2,030,738	ADD
81	Capula Management Ltd	$38.7M	2,247,472	+1,301,854	ADD
82	Gotham Asset Management, LLC	$38.5M	2,235,040	+353,752	ADD
83	Alberta Investment Management Corp	$38.5M	2,232,279	+570,663	ADD
84	PRINCIPAL FINANCIAL GROUP INC	$37.0M	2,148,997	+20,560	ADD
85	MIZUHO MARKETS AMERICAS LLC	$36.6M	2,123,921	−12,030,014	TRIM
86	Advisors Capital Management, LLC	$36.5M	2,116,589	+208,418	ADD
87	BANK OF NOVA SCOTIA	$36.5M	2,115,410	+816,428	ADD
88	WELLS FARGO & COMPANY/MN	$35.6M	2,064,027	+165,365	ADD
89	NATIXIS	$33.1M	1,919,698	+245,883	ADD
90	ENVESTNET ASSET MANAGEMENT INC	$32.5M	1,887,374	−1,836,897	TRIM
91	NOMURA HOLDINGS INC	$32.4M	1,880,192	+1,050,613	ADD
92	TEACHER RETIREMENT SYSTEM OF TEXAS	$32.2M	1,867,614	+729,106	ADD
93	Allianz Asset Management GmbH	$31.3M	1,814,877	+850	ADD
94	RAYMOND JAMES FINANCIAL INC	$30.9M	1,795,034	+197,643	ADD
95	Empyrean Capital Partners, LP	$29.9M	1,732,000	0	NO CHANGE
96	PFA Pension, Forsikringsaktieselskab	$29.8M	1,726,844	+1,726,844	NEW
97	TIG Advisors, LLC	$29.7M	1,724,628	+758,126	ADD
98	SATURNA CAPITAL CORP	$28.9M	1,677,123	+1,677,123	NEW
99	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$28.7M	1,663,517	−3,563	TRIM
100	Grantham, Mayo, Van Otterloo & Co. LLC	$28.7M	1,662,261	+4,227	ADD
101	NUANCE INVESTMENTS, LLC	$28.5M	1,655,524	−1,158,461	TRIM
102	TOCQUEVILLE ASSET MANAGEMENT L.P.	$27.8M	1,615,352	−112,791	TRIM
103	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$27.7M	1,606,796	−49,667	TRIM
104	Capital Research Global Investors	$27.5M	1,592,321	0	NO CHANGE
105	Ensign Peak Advisors, Inc	$27.3M	1,585,551	+406,993	ADD
106	AVIVA PLC	$27.2M	1,580,043	+44,815	ADD
107	ALPS ADVISORS INC	$26.9M	1,557,608	+85,384	ADD
108	Aberdeen Group plc	$25.3M	1,470,240	+66,765	ADD
109	Birnam Oak Advisors, LP	$24.3M	1,412,271	+1,412,271	NEW
110	Jefferies Financial Group Inc.	$24.1M	1,400,000	+1,393,156	ADD
111	NATIONAL BANK OF CANADA /FI/	$24.0M	1,392,974	−3,647,434	TRIM
112	FRANKLIN RESOURCES INC	$23.4M	1,355,496	+67,164	ADD
113	Quantinno Capital Management LP	$23.2M	1,345,956	+502,024	ADD
114	AMERIPRISE FINANCIAL INC	$23.2M	1,343,886	−228,462	TRIM
115	CREDIT AGRICOLE S A	$23.2M	1,343,551	−93,254	TRIM
116	Holocene Advisors, LP	$22.2M	1,289,288	−1,503,717	TRIM
117	KLP KAPITALFORVALTNING AS	$21.9M	1,272,046	+49,900	ADD
118	BNP Paribas Asset Management Holding S.A.	$21.6M	1,251,237	+252,554	ADD
119	DANSKE BANK A/S	$21.5M	1,247,676	+58,386	ADD
120	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$20.7M	1,200,277	−692,674	TRIM
121	VICTORY CAPITAL MANAGEMENT INC	$18.8M	1,087,990	−1,476,671	TRIM
122	Pictet Asset Management Holding SA	$18.6M	1,078,659	−20,010	TRIM
123	READYSTATE ASSET MANAGEMENT LP	$18.2M	1,057,316	+459,192	ADD
124	KEYBANK NATIONAL ASSOCIATION/OH	$18.2M	1,055,555	−571,857	TRIM
125	STATE OF WISCONSIN INVESTMENT BOARD	$17.9M	1,040,747	+35,903	ADD
126	NEW YORK STATE COMMON RETIREMENT FUND	$17.7M	1,028,540	−6,000	TRIM
127	Universal- Beteiligungs- und Servicegesellschaft mbH	$17.1M	991,383	+5	ADD
128	Sender Co & Partners, Inc.	$17.0M	986,149	−316,322	TRIM
129	RBO & CO LLC	$17.0M	984,976	−19,526	TRIM
130	PRUDENTIAL FINANCIAL INC	$16.6M	965,498	+1,094	ADD
131	Vanguard Investments Australia, Ltd.	$16.5M	958,747	—	NO PRIOR
132	Chevy Chase Trust Holdings, LLC	$16.3M	943,910	−27,396	TRIM
133	STOREBRAND ASSET MANAGEMENT AS	$16.0M	930,121	—	NO PRIOR
134	Absolute Gestao de Investimentos Ltda.	$15.9M	923,260	+923,260	NEW
135	EDMOND DE ROTHSCHILD HOLDING S.A.	$15.5M	900,000	0	NO CHANGE
136	ROYAL LONDON ASSET MANAGEMENT LTD	$15.5M	896,357	−1,444,853	TRIM
137	STANSBERRY ASSET MANAGEMENT, LLC	$14.9M	865,883	−138	TRIM
138	Slotnik Capital, LLC	$14.8M	860,156	+710,156	ADD
139	TORONTO DOMINION BANK	$14.8M	856,423	−286,759	TRIM
140	SKBA CAPITAL MANAGEMENT LLC	$14.6M	845,115	0	NO CHANGE
141	Brevan Howard Capital Management LP	$14.5M	841,248	+741,482	ADD
142	APG Asset Management N.V.	$14.4M	962,108	−35,712	TRIM
143	Mitsubishi UFJ Trust & Banking Corp	$13.8M	801,580	+17,896	ADD
144	Asset Management One Co., Ltd.	$13.8M	800,529	−6,503	TRIM
145	Skye Global Management LP	$13.7M	792,000	−2,608,000	TRIM
146	TD ASSET MANAGEMENT INC	$13.1M	760,540	+31,768	ADD
147	CANYON CAPITAL ADVISORS LLC	$12.9M	750,000	−750,000	TRIM
148	VILLERE ST DENIS J & CO LLC	$12.8M	743,138	−43,000	TRIM
149	Mayar Capital Ltd.	$12.5M	726,716	0	NO CHANGE
150	Resona Asset Management Co.,Ltd.	$12.5M	725,531	−3,834	TRIM
151	Mariner, LLC	$12.4M	718,259	+139,590	ADD
152	Renaissance Capital LLC	$12.1M	692,188	−124,530	TRIM
153	PRUDENTIAL PLC	$12.1M	701,874	+40,299	ADD
154	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$12.0M	696,678	+106,315	ADD
155	Tredje AP-fonden	$11.8M	681,587	+681,587	NEW
156	LPL Financial LLC	$11.5M	668,681	−201,776	TRIM
157	State of New Jersey Common Pension Fund D	$11.4M	658,394	−3,297	TRIM
158	Illinois Municipal Retirement Fund	$11.1M	643,141	+72,348	ADD
159	Lansforsakringar Fondforvaltning AB (publ)	$10.9M	630,410	+42,803	ADD
160	NINE MASTS CAPITAL Ltd	$10.6M	614,869	+421,006	ADD
161	STIFEL FINANCIAL CORP	$10.6M	613,885	+2,379	ADD
162	Kintayl Capital LP	$10.5M	611,377	+258,643	ADD
163	FIFTH THIRD BANCORP	$10.4M	602,532	+377,133	ADD
164	Korea Investment CORP	$10.2M	591,872	−581,149	TRIM
165	OMERS ADMINISTRATION Corp	$10.0M	581,393	+20,589	ADD
166	ICICI Prudential Asset Management Co Ltd	$9.8M	568,560	0	NO CHANGE
167	Quarry LP	$9.7M	564,819	+560,428	ADD
168	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$9.5M	553,118	−18,853	TRIM
169	YOUSIF CAPITAL MANAGEMENT, LLC	$9.5M	552,510	+6,590	ADD
170	Corient Private Wealth LLC	$9.5M	551,194	−393,215	TRIM
171	CREDIT INDUSTRIEL ET COMMERCIAL	$9.4M	543,251	+420,751	ADD
172	Creative Planning	$9.3M	541,664	+138,575	ADD
173	Federation des caisses Desjardins du Quebec	$9.2M	535,136	+44,694	ADD
174	Czech National Bank	$9.0M	521,818	+16,649	ADD
175	Arizona State Retirement System	$9.0M	520,897	−5,605	TRIM
176	STATE OF MICHIGAN RETIREMENT SYSTEM	$8.6M	500,539	−1,000	TRIM
177	CIBC Asset Management Inc	$8.6M	497,266	+5,370	ADD
178	BROWN ADVISORY INC	$8.5M	491,376	−22,685	TRIM
179	Zurcher Kantonalbank (Zurich Cantonalbank)	$8.4M	487,836	+8,194	ADD
180	Mirae Asset Global Investments Co., Ltd.	$8.3M	483,500	+72,626	ADD
181	Tidal Investments LLC	$8.3M	481,843	+218,489	ADD
182	Twin Securities, Inc.	$8.3M	480,517	+74,934	ADD
183	Focus Partners Wealth	$8.3M	478,984	+32,660	ADD
184	Eurizon Capital SGR S.p.A.	$8.3M	478,823	−514,625	TRIM
185	Baird Financial Group, Inc.	$8.1M	469,309	+469,309	NEW
186	Cresset Asset Management, LLC	$8.1M	468,751	+309,849	ADD
187	Point72 Asset Management, L.P.	$8.0M	461,257	−318,587	TRIM
188	MetLife Investment Management, LLC	$7.7M	447,438	−11,570	TRIM
189	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$7.7M	446,321	+695	ADD
190	Engineers Gate Manager LP	$7.6M	440,798	+221,841	ADD
191	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$7.6M	440,373	+177,238	ADD
192	SEB Asset Management AB	$7.5M	437,872	—	NO PRIOR
193	HighTower Advisors, LLC	$7.5M	433,342	−90,257	TRIM
194	DnB Asset Management AS	$7.3M	425,061	+11,460	ADD
195	CIBC Bancorp USA Inc.	$7.2M	416,478	—	NO PRIOR
196	Retirement Systems of Alabama	$7.0M	406,878	−677	TRIM
197	Sienna Gestion	$7.0M	402,391	+402,391	NEW
198	GLENMEDE TRUST CO NA	$6.9M	401,685	−53,193	TRIM
199	IFM Investors Pty Ltd	$6.8M	396,701	+4,999	ADD
200	USS Investment Management Ltd	$6.8M	395,958	0	NO CHANGE
201	SEI INVESTMENTS CO	$6.8M	392,296	−55,003	TRIM
202	ExodusPoint Capital Management, LP	$6.7M	389,138	−702,734	TRIM
203	OSAIC HOLDINGS, INC.	$6.6M	380,152	−49,124	TRIM
204	Swiss Life Asset Management Ltd	$6.5M	377,376	−58,523	TRIM
205	VOYA INVESTMENT MANAGEMENT LLC	$6.5M	377,286	−807	TRIM
206	Connor, Clark & Lunn Investment Management Ltd.	$6.4M	371,995	+40,912	ADD
207	CIBC WORLD MARKET INC.	$6.3M	363,448	−380,842	TRIM
208	Cerity Partners LLC	$6.2M	360,204	+116,296	ADD
209	Wealthfront Advisers LLC	$6.1M	354,075	+47,362	ADD
210	Daiwa Securities Group Inc.	$6.1M	353,491	+16,157	ADD
211	Janus Henderson Group Ltd.	$6.1M	351,873	+110,155	ADD
212	ASR Vermogensbeheer N.V.	$5.9M	343,571	+35,550	ADD
213	MACKENZIE FINANCIAL CORP	$5.9M	340,474	−6,313	TRIM
214	Westchester Capital Management, LLC	$5.7M	331,350	+298,150	ADD
215	Sumitomo Mitsui DS Asset Management Company, Ltd	$5.7M	328,374	+7,096	ADD
216	PRELUDE CAPITAL MANAGEMENT, LLC	$5.6M	326,774	−34,082	TRIM
217	AZZAD ASSET MANAGEMENT INC /ADV	$5.5M	320,471	+3,222	ADD
218	XPONANCE LLC	$5.5M	320,080	+45,043	ADD
219	Bleakley Financial Group, LLC	$5.3M	309,109	+30,702	ADD
220	Utah Retirement Systems	$5.3M	308,892	−6,124	TRIM
221	PUBLIC SECTOR PENSION INVESTMENT BOARD	$5.3M	308,458	−2,138,909	TRIM
222	NEOS Investment Management LLC	$5.2M	301,874	+13,125	ADD
223	TPG GP A, LLC	$5.2M	300,000	+300,000	NEW
224	Trajan Wealth LLC	$5.0M	292,288	+36,709	ADD
225	Rakuten Investment Management, Inc.	$5.0M	287,790	+32,402	ADD
226	Brookstone Capital Management	$4.7M	275,470	+15,767	ADD
227	Avanza Fonder AB	$4.7M	271,977	−3,264	TRIM
228	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$4.6M	264,039	−76,097	TRIM
229	Lido Advisors, LLC	$4.5M	260,711	+29,986	ADD
230	Sanctuary Advisors, LLC	$4.4M	258,067	−14,968	TRIM
231	Cardinal Point Capital Management ULC	$4.4M	257,127	−46,563	TRIM
232	P SCHOENFELD ASSET MANAGEMENT LP	$4.4M	256,200	+128,000	ADD
233	Ethic Inc.	$4.3M	251,970	+3,566	ADD
234	Skandinaviska Enskilda Banken AB (publ)	$4.3M	250,000	−166,726	TRIM
235	COMMONWEALTH EQUITY SERVICES, LLC	$4.3M	247,896	+4,980	ADD
236	B & T Capital Management DBA Alpha Capital Management	$4.3M	247,165	+12,501	ADD
237	NISSAY ASSET MANAGEMENT CORP /JAPAN	$4.3M	247,116	+3,070	ADD
238	CAISSE DES DEPOTS ET CONSIGNATIONS	$4.3M	247,007	−71,093	TRIM
239	Cetera Investment Advisers	$4.2M	241,189	−78,966	TRIM
240	HF Advisory Group, LLC	$4.1M	239,546	+9,388	ADD
241	WOLVERINE ASSET MANAGEMENT LLC	$4.1M	235,613	+92,735	ADD
242	Generali Asset Management SPA SGR	$4.0M	234,904	+70,876	ADD
243	Voleon Capital Management LP	$4.0M	229,885	+229,885	NEW
244	MACQUARIE GROUP LTD	$4.0M	229,412	−129,928	TRIM
245	Vanguard Personalized Indexing Management, LLC	$4.0M	229,372	+16,798	ADD
246	Yakira Capital Management, Inc.	$3.9M	228,684	+180,827	ADD
247	GUGGENHEIM CAPITAL LLC	$3.9M	223,940	+11,027	ADD
248	BTG Pactual Asset Management US LLC	$3.9M	223,921	+223,921	NEW
249	Snowden Capital Advisors LLC	$3.8M	220,143	+56,361	ADD
250	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.8M	219,433	0	NO CHANGE
251	Huber Capital Management LLC	$3.8M	219,000	−81,894	TRIM
252	SCOTIA CAPITAL INC.	$3.7M	217,433	+4,220	ADD
253	Itau Unibanco Holding S.A.	$3.5M	204,600	+25,000	ADD
254	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$3.5M	204,170	+7,841	ADD
255	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$3.5M	203,422	−1,935	TRIM
256	Greenland Capital Management LP	$3.5M	201,087	+50,000	ADD
257	American Assets Investment Management, LLC	$3.4M	200,000	0	NO CHANGE
258	Aequim Alternative Investments LP	$3.4M	200,000	+200,000	NEW
259	OP Asset Management Ltd	$3.4M	199,423	—	NO PRIOR
260	Kinloch Capital, LLC	$3.4M	198,406	+76,518	ADD
261	LEVIN CAPITAL STRATEGIES, L.P.	$3.4M	196,036	+154,279	ADD
262	NORDEA INVESTMENT MANAGEMENT AB	$3.4M	198,590	+8,177	ADD
263	UniSuper Management Pty Ltd	$3.4M	195,418	−5,751	TRIM
264	Lorne Steinberg Wealth Management Inc.	$3.3M	191,355	+1,770	ADD
265	JANE STREET GROUP, LLC	$3.3M	190,275	−404,794	TRIM
266	GREAT LAKES ADVISORS, LLC	$3.1M	180,998	+7,815	ADD
267	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.1M	179,047	−101,606	TRIM
268	BRADLEY FOSTER & SARGENT INC/CT	$3.0M	175,428	−13,865	TRIM
269	Kestra Advisory Services, LLC	$3.0M	175,192	+1,385	ADD
270	Empowered Funds, LLC	$3.0M	171,972	+12,527	ADD
271	Rockefeller Capital Management L.P.	$3.0M	171,849	+22,917	ADD
272	Kerrisdale Advisers, LLC	$2.9M	170,807	−173,030	TRIM
273	Investment Management Corp of Ontario	$2.9M	168,950	+7,200	ADD
274	NISA INVESTMENT ADVISORS, LLC	$2.9M	168,003	+18,045	ADD
275	Orion Porfolio Solutions, LLC	$2.8M	164,338	+25,441	ADD
276	Fortress Investment Group LLC	$2.8M	163,000	+163,000	NEW
277	Cumberland Partners Ltd	$2.8M	161,370	0	NO CHANGE
278	Caption Management, LLC	$2.7M	159,400	+15,400	ADD
279	STEPHENS INC /AR/	$2.7M	158,135	+3,356	ADD
280	Carmignac Gestion	$2.7M	157,574	0	NO CHANGE
281	CEERA INVESTMENTS, LLC	$2.7M	156,874	+6,625	ADD
282	Robeco Institutional Asset Management B.V.	$2.7M	155,955	+12,795	ADD
283	MUFG Securities EMEA plc	$2.7M	155,763	−1,439,000	TRIM
284	Leo Wealth, LLC	$2.7M	155,156	+1,161	ADD
285	Alpha Omega Wealth Management LLC	$2.7M	154,103	+11,484	ADD
286	INTECH INVESTMENT MANAGEMENT LLC	$2.7M	154,085	+3,014	ADD
287	ArrowMark Colorado Holdings LLC	$2.6M	153,357	−3,400	TRIM
288	Murchinson Ltd.	$2.6M	150,000	0	NO CHANGE
289	Machina Capital S.A.S.	$2.5M	145,367	+55,234	ADD
290	Aptus Capital Advisors, LLC	$2.5M	144,039	+129,953	ADD
291	WEALTH EFFECTS LLC	$2.5M	142,458	+33,494	ADD
292	Oak Thistle LLC	$2.4M	140,843	+50,228	ADD
293	Fideuram Asset Management (Ireland) dac	$2.4M	138,720	+112,453	ADD
294	MERCER GLOBAL ADVISORS INC /ADV	$2.4M	140,188	+67,872	ADD
295	OPPENHEIMER & CO INC	$2.4M	138,713	+10,902	ADD
296	Candriam S.C.A.	$2.3M	134,736	+6,356	ADD
297	M&T BANK CORP	$2.3M	134,514	+1,218	ADD
298	Callahan Advisors, LLC	$2.3M	134,405	0	NO CHANGE
299	SCHRODER INVESTMENT MANAGEMENT GROUP	$2.3M	132,730	+15,621	ADD
300	TRUIST FINANCIAL CORP	$2.3M	132,124	−63,946	TRIM
301	Osmosis Investment Management UK Ltd	$2.2M	127,345	−120,324	TRIM
302	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$2.2M	127,299	+63,991	ADD
303	GROUP ONE TRADING LLC	$2.2M	127,042	+127,042	NEW
304	MATHER GROUP, LLC.	$2.2M	126,630	+59,424	ADD
305	Bridgewater Associates, LP	$2.2M	124,950	−71,165	TRIM
306	Round Hill Asset Management	$2.1M	123,236	+17,631	ADD
307	Mill Creek Capital Advisors, LLC	$2.1M	123,186	−1,027	TRIM
308	COMMERCE BANK	$2.1M	122,794	−92	TRIM
309	Institute for Wealth Management, LLC.	$2.1M	122,569	+59,195	ADD
310	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$2.1M	121,981	+121,981	NEW
311	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$2.1M	120,850	+120,850	NEW
312	NewEdge Advisors, LLC	$2.1M	120,048	+120,048	NEW
313	AE Wealth Management LLC	$2.0M	117,083	+70,027	ADD
314	CWM, LLC	$2.0M	116,060	+92,338	ADD
315	MIZUHO SECURITIES USA LLC	$2.0M	115,831	−23,665	TRIM
316	Norinchukin Bank, The	$2.0M	114,973	+395	ADD
317	Rafferty Asset Management, LLC	$2.0M	114,680	−45,766	TRIM
318	Crossmark Global Holdings, Inc.	$2.0M	114,426	—	NO PRIOR
319	Vident Advisory, LLC	$2.0M	113,873	+58,580	ADD
320	B. Metzler seel. Sohn & Co. AG	$1.9M	112,865	−4,727	TRIM
321	GREENWOOD CAPITAL ASSOCIATES LLC	$1.9M	112,417	+56,326	ADD
322	Fort Sheridan Advisors LLC	$1.9M	109,783	−2,785	TRIM
323	HARTFORD INVESTMENT MANAGEMENT CO	$1.9M	109,611	−1,306	TRIM
324	CWC Advisors, LLC.	$1.8M	105,115	+8,035	ADD
325	&PARTNERS	$1.8M	104,106	−11,876	TRIM
326	Pathstone Holdings, LLC	$1.8M	103,481	+18,629	ADD
327	EASTERLY INVESTMENT PARTNERS LLC	$1.8M	102,340	+90	ADD
328	XTX Topco Ltd	$1.8M	101,698	+43,198	ADD
329	MOORE CAPITAL MANAGEMENT, LP	$1.7M	100,000	0	NO CHANGE
330	Wedmont Private Capital	$1.7M	98,849	+15,022	ADD
331	OSSIAM	$1.7M	99,128	−13,197	TRIM
332	Blackhawk Capital Partners, LLC	$1.7M	96,412	+96,412	NEW
333	Buckley Wealth Management, LLC	$1.7M	96,104	+4	ADD
334	Maryland State Retirement & Pension System	$1.6M	95,060	0	NO CHANGE
335	Polar Asset Management Partners Inc.	$1.6M	94,334	−74,905	TRIM
336	MAVERICK CAPITAL LTD	$1.6M	92,009	+92,009	NEW
337	HBK Sorce Advisory LLC	$1.6M	90,144	−13,210	TRIM
338	PANAGORA ASSET MANAGEMENT INC	$1.6M	90,413	0	NO CHANGE
339	ABN AMRO INVESTMENT SOLUTIONS	$1.6M	90,139	−9,364	TRIM
340	Jain Global LLC	$1.5M	89,174	−103,598	TRIM
341	US BANCORP \DE\	$1.5M	88,736	−33,201	TRIM
342	Camelot Portfolios, LLC	$1.5M	88,552	−2,779	TRIM
343	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.5M	87,642	+5,417	ADD
344	BAHL & GAYNOR INC	$1.5M	87,046	−7,603	TRIM
345	Neo Ivy Capital Management	$1.5M	86,981	+86,981	NEW
346	Allspring Global Investments Holdings, LLC	$1.5M	85,663	+2,074	ADD
347	Apollon Wealth Management, LLC	$1.5M	84,245	+16,625	ADD
348	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$1.4M	83,340	0	NO CHANGE
349	Clearstead Advisors, LLC	$1.4M	83,165	+28,071	ADD
350	Savant Capital, LLC	$1.4M	82,136	+33,825	ADD
351	AG2R LA MONDIALE GESTION D'ACTIFS	$1.4M	81,764	−7,123	TRIM
352	IMC-Chicago, LLC	$1.4M	81,288	−301,642	TRIM
353	KANAWHA CAPITAL MANAGEMENT LLC	$1.4M	80,754	−13,911	TRIM
354	BLAIR WILLIAM & CO/IL	$1.4M	80,673	+2,193	ADD
355	SAM Advisors, LLC	$1.4M	78,412	+5,923	ADD
356	STANCE CAPITAL LLC	$1.3M	77,692	−3,029	TRIM
357	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.3M	77,058	+24,541	ADD
358	BOOTHBAY FUND MANAGEMENT, LLC	$1.3M	76,561	+19,543	ADD
359	Metis Global Partners, LLC	$1.3M	75,450	−10,013	TRIM
360	E. Ohman J:or Asset Management AB	$1.3M	75,200	0	NO CHANGE
361	Maven Securities LTD	$1.3M	75,000	+75,000	NEW
362	MML INVESTORS SERVICES, LLC	$1.3M	73,660	−522,485	TRIM
363	BEACON INVESTMENT ADVISORY SERVICES, INC.	$1.3M	73,643	−334,769	TRIM
364	ASSETMARK, INC	$1.3M	72,967	+3,642	ADD
365	Sequoia Financial Advisors, LLC	$1.2M	72,458	+8,838	ADD
366	Independent Advisor Alliance	$1.2M	72,121	−1,296	TRIM
367	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.2M	71,670	+3,319	ADD
368	BOYAR ASSET MANAGEMENT INC.	$1.2M	71,620	−3,721	TRIM
369	HANCOCK WHITNEY CORP	$1.2M	70,098	+10,571	ADD
370	Saudi Central Bank	$1.2M	70,722	+70,722	NEW
371	Summit Trail Advisors, LLC	$1.2M	69,815	+15,485	ADD
372	Rossmore Private Capital	$1.2M	68,502	−232	TRIM
373	Plato Investment Management Ltd	$1.2M	68,363	0	NO CHANGE
374	PARTHENON LLC	$1.2M	67,608	−842	TRIM
375	Merit Financial Group, LLC	$1.2M	66,725	+22,474	ADD
376	R Squared Ltd	$1.1M	65,589	+37,859	ADD
377	ALERUS FINANCIAL NA	$1.1M	64,256	+57,817	ADD
378	Sterling Capital Management LLC	$1.1M	63,921	−48,740	TRIM
379	Marble Bar Asset Management LLP	$1.1M	62,843	+26,382	ADD
380	HB Wealth Management, LLC	$1.1M	62,318	+13,604	ADD
381	Banque Cantonale Vaudoise	$1.1M	61,706	+2,370	ADD
382	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.1M	61,308	−108,181	TRIM
383	Abundance Wealth Counselors	$1.1M	61,302	−1,642	TRIM
384	Atria Investments, Inc	$1.0M	60,612	+1,044	ADD
385	GATEWAY INVESTMENT ADVISERS LLC	$1.0M	60,559	+49,500	ADD
386	AMERICAN FINANCIAL GROUP INC	$1.0M	60,000	0	NO CHANGE
387	Dai-ichi Life Insurance Company, Ltd	$1.0M	58,194	−2,616	TRIM
388	DIVERSIFY WEALTH MANAGEMENT, LLC	$966K	56,060	+56,060	NEW
389	Kapitalo Investimentos Ltda	$965K	56,000	−1,944,000	TRIM
390	Foyston, Gordon & Payne Inc	$957K	55,535	+71	ADD
391	North Dakota State Investment Board	$947K	54,923	−10,229	TRIM
392	Private Advisor Group, LLC	$947K	54,906	+5,189	ADD
393	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$944K	54,776	−853,211	TRIM
394	Larson Financial Group LLC	$941K	54,571	+21,059	ADD
395	BCS Private Wealth Management, Inc.	$938K	54,389	−2,052	TRIM
396	Lighthouse Investment Partners, LLC	$933K	54,142	−75,372	TRIM
397	DRIVE WEALTH MANAGEMENT, LLC	$915K	53,048	−3,970	TRIM
398	FARMERS & MERCHANTS INVESTMENTS INC	$914K	53,035	−500	TRIM
399	MUFG SECURITIES AMERICAS INC.	$914K	53,017	+1,405	ADD
400	INFRASTRUCTURE CAPITAL ADVISORS, LLC	$905K	52,501	−83,758	TRIM
401	Byrne Asset Management LLC	$897K	52,056	−1,948	TRIM
402	SECURIAN ASSET MANAGEMENT, INC	$896K	51,978	−116	TRIM
403	Lombard Odier Asset Management (Switzerland) SA	$892K	51,718	+5,500	ADD
404	NORDEN GROUP LLC	$873K	50,624	+10,671	ADD
405	Banque Transatlantique SA	$866K	50,217	+50,016	ADD
406	ARQ WEALTH ADVISORS, LLC	$865K	50,175	+50,175	NEW
407	Vazirani Asset Management LLC	$862K	50,000	+50,000	NEW
408	NewEdge Wealth, LLC	$861K	49,960	−6,818	TRIM
409	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$836K	48,496	+48,496	NEW
410	FIL Ltd	$821K	47,639	−75,785	TRIM
411	AMERICAN ASSETS INC	$821K	4,500	−30,500	TRIM
412	Americana Partners, LLC	$819K	47,514	−36,551	TRIM
413	QUADRANT CAPITAL GROUP LLC	$790K	45,818	−18,478	TRIM
414	SALEM INVESTMENT COUNSELORS INC	$781K	45,302	−401	TRIM
415	Frank, Rimerman Advisors LLC	$771K	44,736	+20,786	ADD
416	Tower Research Capital LLC (TRC)	$764K	44,307	−25,808	TRIM
417	COLDSTREAM CAPITAL MANAGEMENT INC	$763K	44,232	−5,431	TRIM
418	Equitable Holdings, Inc.	$737K	42,752	+42,752	NEW
419	Diversify Advisory Services, LLC	$731K	42,442	−10,323	TRIM
420	Allworth Financial LP	$722K	41,877	+6,759	ADD
421	Rodgers Brothers Inc.	$711K	41,267	−22,401	TRIM
422	Tweedy, Browne Co LLC	$705K	40,906	−1	TRIM
423	Perpetual Ltd	$699K	40,572	+3,873	ADD
424	Simplicity Wealth,LLC	$699K	40,557	+19,006	ADD
425	Brooklyn Investment Group	$696K	40,362	+12,732	ADD
426	Meiji Yasuda Asset Management Co Ltd.	$692K	40,136	−1,853	TRIM
427	MGO ONE SEVEN LLC	$691K	40,057	+979	ADD
428	FEDERATED HERMES, INC.	$686K	39,809	+29,329	ADD
429	VCI Wealth Management LLC	$684K	39,653	−24,550	TRIM
430	Vontobel Holding Ltd.	$676K	39,197	0	NO CHANGE
431	Steward Partners Investment Advisory, LLC	$660K	38,275	−82,177	TRIM
432	Siemens Fonds Invest GmbH	$642K	37,253	0	NO CHANGE
433	Meeder Advisory Services, Inc.	$638K	37,024	+12,806	ADD
434	Hamrick Investment Counsel, llc	$633K	36,732	—	NO PRIOR
435	EVERETT HARRIS & CO /CA/	$627K	36,377	−385	TRIM
436	Ardent Capital Management, Inc.	$611K	35,452	−1,378	TRIM
437	Roundview Capital LLC	$605K	35,089	−1,421	TRIM
438	Centiva Capital, LP	$604K	35,045	+35,045	NEW
439	TEMA ETFS LLC	$604K	35,014	+182	ADD
440	MAI Capital Management	$597K	34,615	+1,928	ADD
441	Global X Japan Co., Ltd.	$596K	34,586	−3,993	TRIM
442	Perigon Wealth Management, LLC	$591K	34,287	+3,537	ADD
443	Caprock Group, LLC	$590K	34,228	−9,734	TRIM
444	QRG CAPITAL MANAGEMENT, INC.	$583K	33,807	−8,780	TRIM
445	TWO SIGMA SECURITIES, LLC	$578K	33,533	−24,819	TRIM
446	Cove Private Wealth, LLC	$576K	33,388	0	NO CHANGE
447	Verity & Verity, LLC	$573K	33,254	−2,213	TRIM
448	Ameritas Investment Partners, Inc.	$567K	32,898	−25,003	TRIM
449	Violich Capital Management, Inc.	$564K	32,686	−1,116	TRIM
450	Callan Family Office, LLC	$551K	31,984	+8,791	ADD
451	PINNACLE ASSOCIATES LTD	$549K	31,829	−596,504	TRIM
452	Mesirow Financial Investment Management, Inc.	$544K	31,549	+13,605	ADD
453	EXCHANGE TRADED CONCEPTS, LLC	$540K	31,302	−51,367	TRIM
454	U.S. Capital Wealth Advisors, LLC	$536K	31,067	+740	ADD
455	WESTPAC BANKING CORP	$536K	31,063	+6,343	ADD
456	Belpointe Asset Management LLC	$531K	30,814	−2,078	TRIM
457	Ascent Group, LLC	$528K	30,607	+8,495	ADD
458	Envestnet Portfolio Solutions, Inc.	$527K	30,588	−79,667	TRIM
459	Vise Technologies, Inc.	$524K	30,396	0	NO CHANGE
460	ODDO BHF ASSET MANAGEMENT SAS	$522K	30,267	+931	ADD
461	Modern Wealth Management, LLC	$518K	29,777	+5,568	ADD
462	PROFFITT & GOODSON INC	$514K	29,838	−47	TRIM
463	AssuredPartners Investment Advisors, LLC	$513K	29,637	−20,494	TRIM
464	HARBOUR INVESTMENT MANAGEMENT LLC	$512K	29,700	−3,014	TRIM
465	Facet Wealth, Inc.	$511K	29,631	+3,730	ADD
466	ARMISTICE CAPITAL, LLC	$510K	29,604	−3,962,592	TRIM
467	Legacy Capital Wealth Partners, LLC	$508K	29,453	+94	ADD
468	Wilmington Savings Fund Society, FSB	$498K	28,877	0	NO CHANGE
469	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$497K	28,835	−846,165	TRIM
470	Cohen Klingenstein LLC	$492K	28,539	0	NO CHANGE
471	CALDWELL SUTTER CAPITAL, INC.	$491K	28,477	−403	TRIM
472	WJ Financial Advisors LLC	$489K	28,377	−214	TRIM
473	Empirical Finance, LLC	$488K	28,325	+48	ADD
474	Fieldview Capital Management, LLC	$481K	27,910	+27,910	NEW
475	SIGNATUREFD, LLC	$479K	27,797	+6,280	ADD
476	Odyssean, LLC	$478K	27,730	+27,730	NEW
477	Canvas Wealth Advisors, LLC	$470K	27,243	−12,737	TRIM
478	Index Fund Advisors, Inc.	$468K	27,165	−4,591	TRIM
479	OSLO PENSJONSFORSIKRING AS	$467K	27,075	—	NO PRIOR
480	Sigma Planning Corp	$467K	27,075	+530	ADD
481	CSS LLC/IL	$459K	26,600	−9,000	TRIM
482	PROFUND ADVISORS LLC	$455K	26,394	+2,143	ADD
483	Laird Norton Wetherby Trust Company, LLC	$443K	25,695	−3,629	TRIM
484	Ashton Thomas Private Wealth, LLC	$437K	25,356	+5,056	ADD
485	Millstone Evans Group, LLC	$432K	25,047	0	NO CHANGE
486	ELCO Management Co., LLC	$425K	24,678	−992	TRIM
487	Aviance Capital Partners, LLC	$423K	24,527	−1,934	TRIM
488	WELCH & FORBES LLC	$420K	24,345	0	NO CHANGE
489	Southeast Asset Advisors, LLC	$419K	24,319	−2,410	TRIM
490	AUXIER ASSET MANAGEMENT LLC	$411K	23,828	0	NO CHANGE
491	D.A. DAVIDSON & CO.	$410K	23,763	−15,611	TRIM
492	CHOREO, LLC	$408K	23,645	+244	ADD
493	WHITE PINE CAPITAL LLC	$398K	23,081	0	NO CHANGE
494	Savvy Advisors, Inc.	$397K	23,016	+23,016	NEW
495	PFG Investments, LLC	$395K	22,918	−358	TRIM
496	MIRABELLA FINANCIAL SERVICES LLP	$383K	22,235	+22,235	NEW
497	Jackson Hole Capital Partners, LLC	$383K	22,200	0	NO CHANGE
498	Walleye Trading LLC	$377K	21,862	+18,662	ADD
499	ADVISORTRUST PARTNERS, LLC	$367K	21,277	+2,413	ADD
500	Venture Visionary Partners LLC	$366K	21,242	−3,427	TRIM

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

Congress ↔ notable managers · KVUE

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: 2 Gilbert Ray Cisneros, Jr. D–CA-31, Kevin Hern R–OK-1 $2K–$30K

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

Notable managers · quarter ended 2026-03-31

Adding: 4 Tudor Investment Corp, Caxton Associates, Soros Fund Management, Gotham Asset Management $342M held
Trimming: 3 Bridgewater Associates, Third Point, Sachem Head Capital $2.2M held

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

Merged timeline of congressional filings and notable-manager moves on KVUE
Date	Who	Change	Size
2026-09-04	Gilbert Ray Cisneros, Jr. Congress	SELL	$1K–$15K
2026-08-10	Kevin Hern Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	ADD	+4,291,016 sh
2026-05-15	Soros Fund Management 13F	ADD	+1,911,020 sh
2026-05-15	Gotham Asset Management 13F	ADD	+353,752 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−71,165 sh
2026-05-15	Third Point 13F	EXIT	−3,250,000 sh
2026-05-15	Sachem Head Capital 13F	EXIT	−3,310,000 sh
2026-05-14	Caxton Associates 13F	NEW	+3,343,101 sh

10 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

9 members of Congress disclosed KVUE — 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).