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 ↗

MONSTER BEVERAGE CORP NEW · COM · quarter ended 2026-03-31 · 12 members disclosed MNST ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,003 holders are listed, largest first: 1,003
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $43.4B
holders whose share count rose or who opened the position (new + add), by shares: 486
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 128

Holders — quarter ended 2026-03-31

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

13F holders of MNST ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$4.6B	62,996,387	+1,480,216	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$3.3B	45,401,591	—	NO PRIOR
3	STATE STREET CORP	$2.7B	37,928,752	−92,896	TRIM
4	ALLIANCEBERNSTEIN L.P.	$2.2B	28,798,898	+1,112,406	ADD
5	JPMORGAN CHASE & CO	$2.0B	28,381,182	+22,862,832	ADD
6	LOOMIS SAYLES & CO L P	$1.9B	25,905,224	−363,343	TRIM
7	GEODE CAPITAL MANAGEMENT, LLC	$1.5B	20,569,229	+944,132	ADD
8	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.1B	15,639,694	—	NO PRIOR
9	Invesco Ltd.	$965M	13,314,128	+1,693,524	ADD
10	BANK OF AMERICA CORP /DE/	$908M	12,532,462	+99,168	ADD
11	MORGAN STANLEY	$858M	11,843,536	−301,875	TRIM
12	SCHRODER INVESTMENT MANAGEMENT GROUP	$745M	10,441,575	+765,315	ADD
13	FMR LLC	$679M	9,367,959	+582,843	ADD
14	BROADWOOD CAPITAL INC	$587M	8,107,796	−91,200	TRIM
15	NORTHERN TRUST CORP	$562M	7,752,205	−9,558	TRIM
16	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$553M	7,637,514	+1,461,167	ADD
17	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$497M	6,770,457	+579,050	ADD
18	Janus Henderson Group Ltd.	$490M	6,760,471	−4,862,497	TRIM
19	Capital Research Global Investors	$453M	6,252,930	+1,161,563	ADD
20	Capital World Investors	$429M	5,924,784	−476,689	TRIM
21	Clearbridge Investments, LLC	$427M	5,895,362	−1,128,176	TRIM
22	WELLINGTON MANAGEMENT GROUP LLP	$423M	5,841,558	−2,657,988	TRIM
23	Amundi	$421M	5,805,419	+302,123	ADD
24	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$404M	5,569,846	−758,727	TRIM
25	Legal & General Group Plc	$379M	5,224,244	−91,021	TRIM
26	Nuveen, LLC	$363M	5,004,081	−3,742,692	TRIM
27	Bank of New York Mellon Corp	$324M	4,470,993	−118,668	TRIM
28	FRANKLIN RESOURCES INC	$321M	4,430,633	−194,869	TRIM
29	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$312M	4,303,452	+87,127	ADD
30	VANGUARD FIDUCIARY TRUST CO	$296M	4,088,009	—	NO PRIOR
31	CIBC Bancorp USA Inc.	$290M	3,998,886	—	NO PRIOR
32	UBS Group AG	$288M	3,970,145	+939,966	ADD
33	ENVESTNET ASSET MANAGEMENT INC	$280M	3,867,428	+222,214	ADD
34	BARCLAYS PLC	$274M	3,778,137	−967,768	TRIM
35	DIMENSIONAL FUND ADVISORS LP	$254M	3,511,918	−199,966	TRIM
36	AustralianSuper Pty Ltd	$254M	3,504,365	+113,573	ADD
37	FIRST TRUST ADVISORS LP	$240M	3,311,521	−306,451	TRIM
38	DEUTSCHE BANK AG\	$219M	3,021,021	−1,051,925	TRIM
39	Alyeska Investment Group, L.P.	$214M	2,954,884	+737,958	ADD
40	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$213M	2,935,247	−826,002	TRIM
41	Robeco Institutional Asset Management B.V.	$210M	2,897,988	+570,362	ADD
42	MONTRUSCO BOLTON INVESTMENTS INC.	$210M	2,960,169	−578,989	TRIM
43	AQR CAPITAL MANAGEMENT LLC	$200M	2,804,936	−95,512	TRIM
44	Squarepoint Ops LLC	$190M	2,623,262	+1,724,604	ADD
45	TD ASSET MANAGEMENT INC	$185M	2,552,585	−124,236	TRIM
46	MAVERICK CAPITAL LTD	$179M	2,464,909	−228,382	TRIM
47	Ilex Capital Partners (UK) LLP	$172M	2,377,910	+2,377,910	NEW
48	ROYAL BANK OF CANADA	$164M	2,265,017	−254,795	TRIM
49	WELLS FARGO & COMPANY/MN	$160M	2,204,300	+579,361	ADD
50	RAYMOND JAMES FINANCIAL INC	$159M	2,188,163	+36,567	ADD
51	Swiss National Bank	$156M	2,150,500	+143,700	ADD
52	Epoch Investment Partners, Inc.	$154M	2,130,327	−326,985	TRIM
53	Quantinno Capital Management LP	$147M	2,026,932	+343,682	ADD
54	CANADA PENSION PLAN INVESTMENT BOARD	$147M	2,025,145	+977,584	ADD
55	AMERIPRISE FINANCIAL INC	$141M	1,952,915	+278,405	ADD
56	Man Group plc	$141M	1,949,623	+458,234	ADD
57	Sumitomo Mitsui Trust Group, Inc.	$139M	1,917,948	−76,418	TRIM
58	TWO SIGMA INVESTMENTS, LP	$135M	1,860,806	+935,885	ADD
59	Universal- Beteiligungs- und Servicegesellschaft mbH	$127M	1,752,912	−215,438	TRIM
60	Mitsubishi UFJ Asset Management Co., Ltd.	$125M	1,718,870	+112,997	ADD
61	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$124M	1,713,237	+268,515	ADD
62	CITIGROUP INC	$121M	1,676,724	−1,232,330	TRIM
63	Allianz Asset Management GmbH	$116M	1,595,970	−190,062	TRIM
64	Vanguard Global Advisers, LLC	$113M	1,562,512	—	NO PRIOR
65	Tidal Investments LLC	$109M	1,508,658	−44,134	TRIM
66	JUPITER ASSET MANAGEMENT LTD	$105M	1,450,611	+748,993	ADD
67	Empower Advisory Group, LLC	$104M	1,438,185	+63,542	ADD
68	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$97.9M	1,351,624	−3,846	TRIM
69	ProShare Advisors LLC	$97.6M	1,347,060	−302,222	TRIM
70	Douglass Winthrop Advisors, LLC	$96.7M	1,334,076	−221,204	TRIM
71	HSBC HOLDINGS PLC	$96.1M	1,329,357	−1,144,619	TRIM
72	National Pension Service	$95.1M	1,311,760	+1,311,760	NEW
73	JACOBS LEVY EQUITY MANAGEMENT, INC	$93.1M	1,285,419	−1,104,420	TRIM
74	PRINCIPAL FINANCIAL GROUP INC	$91.0M	1,255,506	+49,289	ADD
75	VANGUARD ASSET MANAGEMENT, Ltd	$88.7M	1,223,625	—	NO PRIOR
76	AVIVA PLC	$86.3M	1,190,412	−32,683	TRIM
77	D. E. Shaw & Co., Inc.	$83.8M	1,157,048	+386,171	ADD
78	LPL Financial LLC	$76.8M	1,060,444	+58,312	ADD
79	1832 Asset Management L.P.	$75.7M	1,044,214	−79,694	TRIM
80	RENAISSANCE TECHNOLOGIES LLC	$75.5M	1,041,400	−43,434	TRIM
81	VICTORY CAPITAL MANAGEMENT INC	$75.0M	1,034,562	+335,841	ADD
82	NATIONAL BANK OF CANADA /FI/	$71.8M	991,026	+59,703	ADD
83	Sather Financial Group Inc	$71.8M	990,713	−10,287	TRIM
84	Assenagon Asset Management S.A.	$70.7M	976,034	−2,596,454	TRIM
85	STIFEL FINANCIAL CORP	$70.3M	970,784	+21,891	ADD
86	JANE STREET GROUP, LLC	$69.4M	957,854	+703,887	ADD
87	PRUDENTIAL FINANCIAL INC	$64.9M	896,044	−1,579,204	TRIM
88	ABN AMRO Bank N.V.	$62.4M	854,360	−177,424	TRIM
89	Woodline Partners LP	$61.4M	847,875	+635,806	ADD
90	Pictet Asset Management Holding SA	$58.8M	812,287	+347,630	ADD
91	NEW YORK STATE COMMON RETIREMENT FUND	$58.1M	802,371	0	NO CHANGE
92	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$57.8M	797,397	+16,607	ADD
93	BANK OF MONTREAL /CAN/	$57.6M	795,586	−110,977	TRIM
94	BNP Paribas Asset Management Holding S.A.	$56.9M	785,009	−383,651	TRIM
95	PANAGORA ASSET MANAGEMENT INC	$55.9M	771,476	+315,084	ADD
96	Bridgewater Associates, LP	$55.9M	770,774	−52,693	TRIM
97	Eurizon Capital SGR S.p.A.	$55.4M	766,886	−983,181	TRIM
98	Qube Research & Technologies Ltd	$53.1M	732,911	+732,911	NEW
99	TEACHER RETIREMENT SYSTEM OF TEXAS	$52.1M	718,720	−16,079	TRIM
100	Mirae Asset Global Investments Co., Ltd.	$51.6M	712,170	+61,291	ADD
101	Korea Investment CORP	$47.9M	660,729	−273,833	TRIM
102	Zurcher Kantonalbank (Zurich Cantonalbank)	$47.0M	649,019	+649,019	NEW
103	ADAGE CAPITAL PARTNERS GP, L.L.C.	$46.3M	638,922	−5,000	TRIM
104	NEOS Investment Management LLC	$45.7M	630,222	+118,343	ADD
105	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$45.5M	627,480	0	NO CHANGE
106	STOREBRAND ASSET MANAGEMENT AS	$44.2M	609,688	—	NO PRIOR
107	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$41.3M	570,491	+239,550	ADD
108	DANSKE BANK A/S	$41.1M	566,978	+212,537	ADD
109	Hudson Bay Capital Management LP	$40.7M	562,000	−102,840	TRIM
110	Aberdeen Group plc	$39.9M	551,102	+18,884	ADD
111	NORDEA INVESTMENT MANAGEMENT AB	$39.6M	558,270	−321,791	TRIM
112	Gotham Asset Management, LLC	$39.4M	543,120	+39,153	ADD
113	SEI INVESTMENTS CO	$39.2M	541,151	−18,090	TRIM
114	GLENMEDE TRUST CO NA	$39.2M	541,038	+286,192	ADD
115	Aware Super Pty Ltd as trustee of Aware Super	$36.5M	503,194	—	NO PRIOR
116	KLP KAPITALFORVALTNING AS	$36.4M	502,794	+85,100	ADD
117	ROYAL LONDON ASSET MANAGEMENT LTD	$35.8M	494,291	−2,237	TRIM
118	Zurich Insurance Group Ltd/FI	$35.7M	493,258	−124,189	TRIM
119	AMERICAN CENTURY COMPANIES INC	$35.3M	486,662	+48,379	ADD
120	ASSETMARK, INC	$34.9M	481,421	−29,579	TRIM
121	TRUIST FINANCIAL CORP	$34.3M	472,825	−3,257	TRIM
122	Swedbank AB	$34.2M	472,529	+77,485	ADD
123	SEB Asset Management AB	$34.2M	471,783	—	NO PRIOR
124	STATE OF WISCONSIN INVESTMENT BOARD	$33.3M	459,533	+60,847	ADD
125	Clark Capital Management Group, Inc.	$32.2M	443,834	+443,834	NEW
126	Corient Private Wealth LLC	$31.4M	434,278	−1,366,724	TRIM
127	Chevy Chase Trust Holdings, LLC	$30.8M	424,536	−14,161	TRIM
128	MACKENZIE FINANCIAL CORP	$30.6M	422,285	+42,070	ADD
129	Asset Management One Co., Ltd.	$30.3M	418,217	−7,344	TRIM
130	CIBC Asset Management Inc	$30.0M	414,390	−16,052	TRIM
131	FIFTH THIRD BANCORP	$29.7M	410,253	+140,211	ADD
132	Allspring Global Investments Holdings, LLC	$29.5M	405,351	−9,579	TRIM
133	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$29.0M	399,884	−23,862	TRIM
134	ABN AMRO INVESTMENT SOLUTIONS	$28.4M	392,587	+293,071	ADD
135	GATEWAY INVESTMENT ADVISERS LLC	$28.2M	389,796	−84,830	TRIM
136	Illinois Municipal Retirement Fund	$27.1M	374,036	−37,039	TRIM
137	PRUDENTIAL PLC	$26.4M	364,855	+45,023	ADD
138	Vanguard Investments Australia, Ltd.	$26.4M	364,056	—	NO PRIOR
139	WORLDQUANT MILLENNIUM ADVISORS LLC	$26.2M	361,136	−432,983	TRIM
140	Arbejdsmarkedets Tillaegspension	$25.1M	347,077	+30,930	ADD
141	Mediolanum International Funds Ltd	$24.5M	343,844	−21,620	TRIM
142	OFI INVEST ASSET MANAGEMENT	$24.3M	387,030	+387,030	NEW
143	NS Partners Ltd	$23.8M	329,121	−3,606	TRIM
144	NOMURA ASSET MANAGEMENT CO LTD	$23.4M	322,966	+39,392	ADD
145	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$23.4M	322,907	+4,746	ADD
146	APG Asset Management N.V.	$22.5M	357,624	−2,059	TRIM
147	CREDIT AGRICOLE S A	$22.3M	308,004	+208,943	ADD
148	Daiwa Securities Group Inc.	$21.9M	301,656	+18,316	ADD
149	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$21.8M	301,360	−26,038	TRIM
150	Resona Asset Management Co.,Ltd.	$20.9M	288,749	+16,931	ADD
151	LAZARD ASSET MANAGEMENT LLC	$20.4M	281,194	+273,043	ADD
152	Swiss Life Asset Management Ltd	$20.3M	280,826	−2,550	TRIM
153	SHELTON CAPITAL MANAGEMENT	$20.3M	279,954	+25,625	ADD
154	GUGGENHEIM CAPITAL LLC	$20.2M	278,549	−125,880	TRIM
155	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$19.6M	270,612	+41,465	ADD
156	Andra AP-fonden	$19.4M	267,481	+154,981	ADD
157	CIM, LLC	$19.3M	266,090	−35,922	TRIM
158	IEQ CAPITAL, LLC	$18.9M	260,536	−54,217	TRIM
159	Cornerstone Advisors, LLC	$18.7M	257,615	+69,045	ADD
160	State of New Jersey Common Pension Fund D	$18.5M	254,743	0	NO CHANGE
161	OCCUDO QUANTITATIVE STRATEGIES LP	$18.3M	236,900	+131,610	ADD
162	Baird Financial Group, Inc.	$18.1M	249,769	+249,769	NEW
163	AE Wealth Management LLC	$18.1M	249,767	+11,529	ADD
164	Creative Planning	$17.9M	246,832	+48,758	ADD
165	NISSAY ASSET MANAGEMENT CORP /JAPAN	$17.7M	244,285	+8,677	ADD
166	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$17.6M	242,685	+140,834	ADD
167	Blue Chip Partners, LLC	$17.5M	241,473	−934	TRIM
168	WHITTIER TRUST CO	$17.2M	231,852	+222,211	ADD
169	CITADEL ADVISORS LLC	$16.9M	233,231	−2,366,033	TRIM
170	NISA INVESTMENT ADVISORS, LLC	$16.9M	232,878	−46,149	TRIM
171	XPONANCE LLC	$16.6M	229,389	−30,495	TRIM
172	Lansforsakringar Fondforvaltning AB (publ)	$16.6M	228,557	−598	TRIM
173	Cerity Partners LLC	$16.5M	227,545	−14,245	TRIM
174	DnB Asset Management AS	$16.2M	224,221	+21,579	ADD
175	VOYA INVESTMENT MANAGEMENT LLC	$16.0M	220,351	−12,004	TRIM
176	Tredje AP-fonden	$16.0M	220,140	−516,788	TRIM
177	TORONTO DOMINION BANK	$15.9M	219,806	−34,233	TRIM
178	Vinva Investment Management Ltd	$15.9M	222,295	+27,433	ADD
179	Susquehanna Portfolio Strategies, LLC	$15.7M	216,933	+101,661	ADD
180	Defender Capital, LLC.	$15.2M	209,489	+209,489	NEW
181	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$15.2M	209,194	+32,380	ADD
182	Rockefeller Capital Management L.P.	$14.9M	206,271	+8,372	ADD
183	BAILLIE GIFFORD & CO	$14.8M	203,706	−185,752	TRIM
184	Arizona State Retirement System	$14.5M	200,764	−5,284	TRIM
185	MetLife Investment Management, LLC	$14.3M	197,880	−6,477	TRIM
186	Rafferty Asset Management, LLC	$14.3M	197,222	−23,360	TRIM
187	MML INVESTORS SERVICES, LLC	$14.2M	195,374	−36,565	TRIM
188	Czech National Bank	$14.1M	194,244	+6,178	ADD
189	Sanctuary Advisors, LLC	$13.9M	192,340	+6,785	ADD
190	STATE OF MICHIGAN RETIREMENT SYSTEM	$13.9M	192,216	−400	TRIM
191	Mitsubishi UFJ Trust & Banking Corp	$13.6M	188,291	+22,302	ADD
192	Dai-ichi Life Insurance Company, Ltd	$13.6M	187,071	+103,665	ADD
193	Lido Advisors, LLC	$13.5M	186,615	−35,061	TRIM
194	Osmosis Investment Management UK Ltd	$13.3M	184,136	−7,229	TRIM
195	Calamos Advisors LLC	$13.3M	183,497	+3,528	ADD
196	Banco Santander, S.A.	$13.2M	182,612	+2,632	ADD
197	Trexquant Investment LP	$13.2M	181,709	−159,671	TRIM
198	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$12.9M	177,361	−12,469	TRIM
199	NatWest Group plc	$12.6M	174,489	−18,906	TRIM
200	HighTower Advisors, LLC	$12.4M	171,739	−6,274	TRIM
201	Y-Intercept (Hong Kong) Ltd	$12.3M	170,014	+170,014	NEW
202	Cetera Investment Advisers	$12.2M	167,706	+28,536	ADD
203	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$12.0M	166,140	+241	ADD
204	Moran Wealth Management, LLC	$12.0M	166,020	−13,167	TRIM
205	Investment Management Corp of Ontario	$11.9M	164,502	+94,974	ADD
206	Atria Investments, Inc	$11.9M	164,441	−7,350	TRIM
207	Northwest & Ethical Investments L.P.	$11.8M	163,233	+70,962	ADD
208	Schonfeld Strategic Advisors LLC	$11.8M	162,445	+78,167	ADD
209	Rakuten Investment Management, Inc.	$11.7M	164,622	+17,253	ADD
210	Knights of Columbus Asset Advisors LLC	$11.7M	161,979	−8,791	TRIM
211	Neuberger Berman Group LLC	$11.4M	156,352	+37,016	ADD
212	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$11.2M	165,009	−5,213	TRIM
213	United Asset Strategies, Inc.	$11.1M	152,658	−2,644	TRIM
214	Retirement Systems of Alabama	$11.0M	151,459	−270	TRIM
215	Federation des caisses Desjardins du Quebec	$11.0M	151,246	+45,389	ADD
216	IFM Investors Pty Ltd	$10.8M	148,647	+7,952	ADD
217	USS Investment Management Ltd	$10.7M	148,038	+4,492	ADD
218	Vanguard Personalized Indexing Management, LLC	$10.3M	142,060	−105	TRIM
219	Strategic Global Advisors, LLC	$10.1M	140,036	+20,944	ADD
220	ING GROEP NV	$10.0M	138,595	+37,191	ADD
221	Ethic Inc.	$10.0M	138,003	+13,603	ADD
222	Capital International Sarl	$9.7M	133,545	+8,088	ADD
223	Engineers Gate Manager LP	$9.7M	133,347	−22,916	TRIM
224	Teamwork Financial Advisors, LLC	$9.6M	133,027	−47,168	TRIM
225	MACQUARIE GROUP LTD	$9.5M	131,309	+29,252	ADD
226	Pathstone Holdings, LLC	$9.2M	126,476	+11,073	ADD
227	OSAIC HOLDINGS, INC.	$9.1M	126,162	−728	TRIM
228	CAPITAL INTERNATIONAL LTD /CA/	$9.0M	123,704	+8,012	ADD
229	Night Squared LP	$8.9M	123,416	+123,416	NEW
230	INTECH INVESTMENT MANAGEMENT LLC	$8.7M	120,721	+23,747	ADD
231	Composition Wealth, LLC	$8.6M	118,557	−1,975	TRIM
232	AIA Group Ltd	$8.5M	117,023	+78,460	ADD
233	CARDEROCK CAPITAL MANAGEMENT INC	$8.4M	116,496	+2,472	ADD
234	US BANCORP \DE\	$8.4M	115,345	−7,519	TRIM
235	ZACKS INVESTMENT MANAGEMENT	$8.3M	114,783	+17,246	ADD
236	Elo Mutual Pension Insurance Co	$8.3M	114,647	−6,707	TRIM
237	Utah Retirement Systems	$8.2M	113,342	−1,882	TRIM
238	PUBLIC SECTOR PENSION INVESTMENT BOARD	$8.1M	112,389	+22,323	ADD
239	CONGRESS ASSET MANAGEMENT CO	$8.1M	111,114	+9,684	ADD
240	Third View Private Wealth, LLC	$8.0M	109,733	+6,836	ADD
241	Focus Partners Wealth	$7.9M	107,723	+7,239	ADD
242	BANK OF NOVA SCOTIA	$7.7M	106,636	−188,458	TRIM
243	Generali Asset Management SPA SGR	$7.5M	103,620	+21,364	ADD
244	Midwest Trust Co	$7.5M	103,101	+103,101	NEW
245	MERCER GLOBAL ADVISORS INC /ADV	$7.4M	102,071	+8,436	ADD
246	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$7.3M	100,999	−28,963	TRIM
247	MARTINGALE ASSET MANAGEMENT L P	$7.3M	100,829	+16,482	ADD
248	CWM, LLC	$7.3M	100,272	−562	TRIM
249	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$7.2M	99,184	+1,282	ADD
250	Wealthfront Advisers LLC	$7.1M	98,576	−170	TRIM
251	Verition Fund Management LLC	$7.1M	98,255	−107,415	TRIM
252	WHITTIER TRUST CO OF NEVADA INC	$7.1M	95,576	+94,582	ADD
253	CAPSTONE INVESTMENT ADVISORS, LLC	$7.1M	97,305	+63,377	ADD
254	UMB Bank, n.a.	$7.0M	96,824	+41,981	ADD
255	Candriam S.C.A.	$7.0M	96,770	+39,048	ADD
256	Annex Advisory Services, LLC	$7.0M	96,634	−26,708	TRIM
257	Sumitomo Mitsui DS Asset Management Company, Ltd	$7.0M	96,364	+2,211	ADD
258	OSSIAM	$6.3M	87,174	−10,857	TRIM
259	REGIONS FINANCIAL CORP	$6.3M	87,002	−6,246	TRIM
260	Oxbow Advisors, LLC	$6.2M	85,814	+35,528	ADD
261	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$6.2M	85,649	+9,040	ADD
262	Summit Trail Advisors, LLC	$6.2M	85,632	+18,210	ADD
263	Darwins River Capital, LP	$6.1M	84,104	−56,922	TRIM
264	Graham Capital Management, L.P.	$6.0M	83,152	+29,964	ADD
265	Norinchukin Bank, The	$6.0M	82,979	+3,246	ADD
266	Alphadyne Asset Management LP	$6.0M	82,317	+82,317	NEW
267	Financiere des Professionnels - Fonds d'investissement inc.	$5.9M	81,917	+47,173	ADD
268	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$5.9M	81,692	+100	ADD
269	CAISSE DES DEPOTS ET CONSIGNATIONS	$5.8M	80,539	+5,552	ADD
270	Sequoia Financial Advisors, LLC	$5.6M	77,485	+5,602	ADD
271	Elk River Wealth Management LLC	$5.6M	77,396	−531	TRIM
272	Gibraltar Capital Management, Inc.	$5.5M	76,141	−37,805	TRIM
273	Quantbot Technologies LP	$5.5M	75,797	+53,126	ADD
274	Badgley Phelps Wealth Managers, LLC	$5.4M	74,858	−82,596	TRIM
275	Knuff & Co LLC	$5.4M	74,077	+1,600	ADD
276	OP Asset Management Ltd	$5.3M	73,333	—	NO PRIOR
277	Vontobel Holding Ltd.	$5.3M	73,079	+3,663	ADD
278	PROFUND ADVISORS LLC	$5.3M	73,067	−13,730	TRIM
279	AUXIER ASSET MANAGEMENT LLC	$5.2M	71,600	0	NO CHANGE
280	Capital International, Inc./CA/	$5.0M	69,010	−9,395	TRIM
281	MILLENNIUM MANAGEMENT LLC	$4.9M	67,126	−285,146	TRIM
282	Kenora Financial, LLC	$4.9M	67,125	−495	TRIM
283	Caprock Group, LLC	$4.8M	66,662	−1,085	TRIM
284	OMERS ADMINISTRATION Corp	$4.8M	66,474	+11,060	ADD
285	BNC WEALTH MANAGEMENT, LLC	$4.7M	65,314	+15,695	ADD
286	ASR Vermogensbeheer N.V.	$4.7M	65,078	+1,087	ADD
287	Railway Pension Investments Ltd	$4.7M	64,700	0	NO CHANGE
288	Vident Advisory, LLC	$4.7M	64,411	+30,699	ADD
289	UniSuper Management Pty Ltd	$4.6M	64,151	−494	TRIM
290	YOUSIF CAPITAL MANAGEMENT, LLC	$4.6M	64,092	+7,232	ADD
291	Steward Partners Investment Advisory, LLC	$4.6M	63,666	+8,454	ADD
292	UNIVEST FINANCIAL Corp	$4.5M	62,702	−6,265	TRIM
293	QRG CAPITAL MANAGEMENT, INC.	$4.5M	61,599	−7,504	TRIM
294	Sterling Capital Management LLC	$4.4M	61,152	−11,398	TRIM
295	&PARTNERS	$4.4M	61,104	+4,405	ADD
296	Brevan Howard Capital Management LP	$4.4M	61,131	+1,004	ADD
297	PATTON FUND MANAGEMENT, INC.	$4.4M	60,882	−15,119	TRIM
298	Titan Investment Solutions Ltd	$4.4M	60,668	+60,668	NEW
299	Soltis Investment Advisors LLC	$4.3M	59,785	+15,892	ADD
300	Linden Thomas Advisory Services, LLC	$4.3M	58,871	−12,143	TRIM
301	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$4.3M	58,666	+58,666	NEW
302	Grantham, Mayo, Van Otterloo & Co. LLC	$4.2M	58,112	+37,169	ADD
303	Counterpoint Mutual Funds LLC	$4.2M	58,051	+58,051	NEW
304	Sepio Capital, LP	$4.2M	57,662	−4,107	TRIM
305	NATIXIS	$4.1M	56,936	−744,320	TRIM
306	CIBC WORLD MARKET INC.	$4.1M	56,682	−154,194	TRIM
307	Rokos Capital Management LLP	$4.1M	55,979	+55,979	NEW
308	Freestone Capital Holdings, LLC	$4.0M	55,799	−1,500	TRIM
309	Crossmark Global Holdings, Inc.	$4.0M	55,594	—	NO PRIOR
310	XTX Topco Ltd	$4.0M	55,507	+55,507	NEW
311	Taylor Hoffman Capital Management LLC	$4.0M	54,593	+145	ADD
312	Left Brain Wealth Management, LLC	$3.9M	53,809	+422	ADD
313	Walleye Capital LLC	$3.9M	53,499	−55,163	TRIM
314	Wakefield Asset Management LLLP	$3.8M	53,033	+758	ADD
315	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$3.8M	53,000	0	NO CHANGE
316	Generali Investments CEE, investicni spolecnost, a.s.	$3.7M	51,639	+1,171	ADD
317	BFI Infinity Ltd.	$3.7M	51,130	+51,130	NEW
318	M&T BANK CORP	$3.7M	50,840	−3,534	TRIM
319	Orion Porfolio Solutions, LLC	$3.6M	49,736	−4,952	TRIM
320	Walleye Trading LLC	$3.6M	49,525	−64,366	TRIM
321	Empowered Funds, LLC	$3.5M	48,268	+9,795	ADD
322	Hennion & Walsh Asset Management, Inc.	$3.4M	46,816	−78	TRIM
323	EXCHANGE TRADED CONCEPTS, LLC	$3.4M	46,753	−3,736	TRIM
324	BENJAMIN EDWARDS INC	$3.3M	45,933	−2,110	TRIM
325	SIGNATUREFD, LLC	$3.3M	44,942	−7,616	TRIM
326	Marks Group Wealth Management, Inc	$3.2M	43,989	−23,865	TRIM
327	Ameritas Investment Partners, Inc.	$3.2M	43,954	0	NO CHANGE
328	Freestone Grove Partners LP	$3.2M	43,747	−275,375	TRIM
329	Perigon Wealth Management, LLC	$3.2M	43,616	+9,840	ADD
330	MIZUHO SECURITIES USA LLC	$3.1M	43,118	−8,814	TRIM
331	AXXCESS WEALTH MANAGEMENT, LLC	$3.1M	43,008	+43,008	NEW
332	Kepler Cheuvreux (Suisse) SA	$3.1M	42,242	0	NO CHANGE
333	Mariner, LLC	$3.0M	41,874	−87,713	TRIM
334	HARTFORD INVESTMENT MANAGEMENT CO	$3.0M	40,874	−487	TRIM
335	ExodusPoint Capital Management, LP	$2.9M	40,278	+25,691	ADD
336	COMMONWEALTH EQUITY SERVICES, LLC	$2.9M	40,091	−842	TRIM
337	Sone Capital Management, LLC	$2.9M	39,456	+39,456	NEW
338	AZZAD ASSET MANAGEMENT INC /ADV	$2.8M	38,827	−635	TRIM
339	COMMERCE BANK	$2.8M	38,176	+4,794	ADD
340	William Allan Corp	$2.7M	37,677	−150	TRIM
341	Plato Investment Management Ltd	$2.7M	37,129	+1,413	ADD
342	KESTRA PRIVATE WEALTH SERVICES, LLC	$2.6M	36,087	−2,962	TRIM
343	Vivid Wealth Management, LLC	$2.6M	35,937	−4,587	TRIM
344	BOOTHBAY FUND MANAGEMENT, LLC	$2.6M	35,927	+5,106	ADD
345	Marshall Financial Group, LLC	$2.6M	35,348	+472	ADD
346	Maryland State Retirement & Pension System	$2.6M	35,274	0	NO CHANGE
347	Financial Advisors Network, Inc.	$2.5M	35,007	—	NO PRIOR
348	Envestnet Portfolio Solutions, Inc.	$2.5M	34,996	−34,529	TRIM
349	Laird Norton Wetherby Trust Company, LLC	$2.5M	34,701	−1,564	TRIM
350	NewEdge Advisors, LLC	$2.5M	34,235	+34,235	NEW
351	CAXTON ASSOCIATES LLP	$2.5M	34,105	+34,105	NEW
352	Numerai GP LLC	$2.5M	33,907	+4,410	ADD
353	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$2.5M	33,840	−27,255	TRIM
354	E Fund Management Co., Ltd.	$2.5M	33,824	—	NO PRIOR
355	VestGen Advisors, LLC	$2.4M	28,406	−9,663	TRIM
356	SAPIENT CAPITAL LLC	$2.4M	33,561	−8,749	TRIM
357	DJE Kapital AG	$2.4M	33,900	−15,500	TRIM
358	NOMURA HOLDINGS INC	$2.4M	33,241	−146,132	TRIM
359	HARRELL INVESTMENT PARTNERS, LLC	$2.4M	32,751	+669	ADD
360	Aaron Wealth Advisors LLC	$2.4M	32,530	−5,471	TRIM
361	Gibbs Wealth Management	$2.3M	32,019	+24,023	ADD
362	Merit Financial Group, LLC	$2.3M	31,874	+2,231	ADD
363	AG2R LA MONDIALE GESTION D'ACTIFS	$2.3M	31,850	+422	ADD
364	Meiji Yasuda Asset Management Co Ltd.	$2.3M	31,814	+8,052	ADD
365	Groupe la Francaise	$2.3M	31,184	+31,184	NEW
366	North Dakota State Investment Board	$2.2M	30,954	−4,268	TRIM
367	LGT Fund Management Co Ltd.	$2.2M	30,000	0	NO CHANGE
368	MUFG Securities EMEA plc	$2.1M	29,255	0	NO CHANGE
369	Concurrent Investment Advisors, LLC	$2.1M	29,089	−5,763	TRIM
370	SATURNA CAPITAL CORP	$2.1M	28,525	+28,525	NEW
371	SteelPeak Wealth, LLC	$2.0M	28,278	+30	ADD
372	Fortune Financial Advisors, LLC	$2.0M	28,017	+499	ADD
373	Siemens Fonds Invest GmbH	$2.0M	27,939	−744	TRIM
374	Portside Wealth Group, LLC	$2.0M	27,717	+2,377	ADD
375	FIL Ltd	$2.0M	27,514	+8,619	ADD
376	Saudi Central Bank	$2.0M	27,047	+27,047	NEW
377	PKO Investment Management Joint-Stock Co	$2.0M	27,000	+10,000	ADD
378	Diversified Trust Co	$1.9M	26,844	+585	ADD
379	CHOREO, LLC	$1.9M	26,367	+1,099	ADD
380	Sun Financial Inc	$1.9M	22,060	−144	TRIM
381	Aptus Capital Advisors, LLC	$1.9M	25,923	−2,477	TRIM
382	Parallax Volatility Advisers, L.P.	$1.9M	24,900	+20,176	ADD
383	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.9M	25,571	−37	TRIM
384	Independent Advisor Alliance	$1.8M	25,251	+3,485	ADD
385	Empirical Finance, LLC	$1.8M	25,247	−52	TRIM
386	IMC-Chicago, LLC	$1.8M	25,136	+9,279	ADD
387	OPPENHEIMER ASSET MANAGEMENT INC.	$1.8M	24,790	−20,450	TRIM
388	Cumberland Partners Ltd	$1.8M	24,782	−45,000	TRIM
389	Dynamic Advisor Solutions LLC	$1.8M	24,356	+11,424	ADD
390	Fifth Third Wealth Advisors LLC	$1.8M	24,314	+1,346	ADD
391	Global X Japan Co., Ltd.	$1.7M	24,033	+1,026	ADD
392	Generali Investments Towarzystwo Funduszy Inwestycyjnych	$1.7M	24,021	−450	TRIM
393	Taproot Management LP	$1.7M	24,020	−12,642	TRIM
394	PFA Pension, Forsikringsaktieselskab	$1.7M	23,880	+23,880	NEW
395	Dakota Wealth Management	$1.7M	23,767	+9,060	ADD
396	Kestra Advisory Services, LLC	$1.7M	23,675	−5,374	TRIM
397	GRIMES & Co WEALTH MANAGEMENT, LLC	$1.7M	23,548	+2,038	ADD
398	Virtus Investment Advisers, LLC	$1.7M	23,311	−4,204	TRIM
399	TD Waterhouse Canada Inc.	$1.7M	23,229	+13,906	ADD
400	EPG Wealth Management LLC	$1.7M	23,135	−3,700	TRIM
401	SIRIOS CAPITAL MANAGEMENT L P	$1.7M	23,041	−7,435	TRIM
402	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.7M	22,821	+32	ADD
403	Vestmark Advisory Solutions, Inc.	$1.7M	22,807	−3,970	TRIM
404	Clearstead Advisors, LLC	$1.6M	22,676	−3,519	TRIM
405	LEGACY FINANCIAL INDEPENDENT ADVISORS LLC	$1.6M	22,536	—	NO PRIOR
406	Chicago Partners Investment Group LLC	$1.6M	21,464	+2,106	ADD
407	Inscription Capital, LLC	$1.6M	22,214	−935	TRIM
408	Leisure Capital Management	$1.6M	22,209	−61	TRIM
409	Mainsail Financial Group, LLC	$1.6M	21,954	−3,806	TRIM
410	Elevate Capital Advisors, LLC	$1.6M	21,791	−2,524	TRIM
411	RITHOLTZ WEALTH MANAGEMENT	$1.6M	21,712	+1,016	ADD
412	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.6M	21,442	−667	TRIM
413	HB Wealth Management, LLC	$1.5M	21,265	+1,803	ADD
414	DELTA FINANCIAL ADVISORS LLC	$1.5M	21,226	−100	TRIM
415	Brooklyn Investment Group	$1.5M	21,219	+6,610	ADD
416	EVERGREEN CAPITAL MANAGEMENT LLC	$1.5M	21,161	+600	ADD
417	Kovack Advisors, Inc.	$1.5M	21,151	−359	TRIM
418	Ascent Group, LLC	$1.5M	21,120	+3,963	ADD
419	Kingsview Wealth Management, LLC	$1.5M	20,882	−669	TRIM
420	DAVENPORT & Co LLC	$1.5M	20,563	+6,225	ADD
421	Accretive Wealth Partners, LLC	$1.5M	20,547	−23	TRIM
422	Callan Family Office, LLC	$1.5M	20,535	−1,327	TRIM
423	Metis Global Partners, LLC	$1.5M	20,499	−2,324	TRIM
424	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.5M	20,391	+119	ADD
425	Avior Wealth Management, LLC	$1.5M	20,375	−1,798	TRIM
426	FIDUCIARY TRUST CO	$1.5M	20,283	−1,653	TRIM
427	BAILARD, INC.	$1.5M	20,142	+36	ADD
428	Vise Technologies, Inc.	$1.5M	18,956	0	NO CHANGE
429	COLDSTREAM CAPITAL MANAGEMENT INC	$1.4M	19,856	−487	TRIM
430	MUFG SECURITIES AMERICAS INC.	$1.4M	19,735	+521	ADD
431	Procyon Advisors, LLC	$1.4M	19,706	+305	ADD
432	MOODY NATIONAL BANK TRUST DIVISION	$1.4M	19,561	−162	TRIM
433	SECURIAN ASSET MANAGEMENT, INC	$1.4M	19,294	−100	TRIM
434	Stratos Wealth Partners, LTD.	$1.4M	18,953	−406	TRIM
435	INCEPTIONR LLC	$1.4M	18,942	+18,942	NEW
436	Meiji Yasuda Life Insurance Co	$1.4M	18,758	+7,080	ADD
437	Snowden Capital Advisors LLC	$1.3M	18,593	−281	TRIM
438	Sustainable Insight Capital Management, LLC	$1.3M	18,582	+6,400	ADD
439	PRINCIPAL SECURITIES, INC.	$1.3M	18,510	+8,057	ADD
440	Apollon Wealth Management, LLC	$1.3M	18,441	−417	TRIM
441	Bleakley Financial Group, LLC	$1.3M	18,371	+66	ADD
442	Savoir Faire Capital Management, L.P.	$1.3M	18,284	+18,284	NEW
443	BAKER TILLY WEALTH MANAGEMENT, LLC	$1.3M	18,228	+254	ADD
444	AlphaStar Capital Management, LLC	$1.3M	18,155	−8,833	TRIM
445	AXA S.A.	$1.3M	18,070	−1,800	TRIM
446	Capital Group Investment Management Pte. Ltd.	$1.3M	18,004	+1,040	ADD
447	Private Advisor Group, LLC	$1.3M	17,744	+165	ADD
448	Davidson Capital Management Inc.	$1.3M	17,549	+17,509	ADD
449	Advocacy Wealth Management, LLC	$1.3M	17,508	−134,064	TRIM
450	Brookstone Capital Management	$1.3M	17,468	−252	TRIM
451	Quadcap Wealth Management, LLC	$1.3M	17,391	−1,163	TRIM
452	BALYASNY ASSET MANAGEMENT L.P.	$1.3M	17,318	−1,793,133	TRIM
453	KEYBANK NATIONAL ASSOCIATION/OH	$1.3M	17,314	−4,869	TRIM
454	NOVEM GROUP	$1.2M	17,178	+549	ADD
455	ASHTON THOMAS SECURITIES, LLC	$1.2M	17,169	+17,169	NEW
456	LBP AM SA	$1.2M	16,966	0	NO CHANGE
457	Kera Capital Partners, Inc.	$1.2M	16,950	−19	TRIM
458	GARDNER LEWIS ASSET MANAGEMENT L P	$1.2M	16,836	−780	TRIM
459	Meeder Advisory Services, Inc.	$1.2M	16,511	−381	TRIM
460	Smartleaf Asset Management LLC	$1.2M	16,773	+1,099	ADD
461	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	$1.2M	16,323	—	NO PRIOR
462	FULTON BANK, N.A.	$1.2M	16,251	−230	TRIM
463	ICICI Prudential Asset Management Co Ltd	$1.2M	16,212	+532	ADD
464	Baader Bank Aktiengesellschaft	$1.2M	16,257	−2,086	TRIM
465	Argentarii, LLC	$1.2M	16,159	−497	TRIM
466	LMCG INVESTMENTS, LLC	$1.2M	16,119	−9,190	TRIM
467	FOX RUN MANAGEMENT, L.L.C.	$1.2M	16,130	+8,651	ADD
468	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$1.1M	15,800	+15,800	NEW
469	NewEdge Wealth, LLC	$1.1M	15,795	−14,123	TRIM
470	Grove Bank & Trust	$1.1M	15,781	+2,852	ADD
471	Pallas Capital Advisors LLC	$1.1M	15,494	−803	TRIM
472	Wedmont Private Capital	$1.1M	14,643	+317	ADD
473	Compound Planning, Inc.	$1.1M	15,159	+407	ADD
474	Atom Investors LP	$1.1M	15,108	+15,108	NEW
475	Ashton Thomas Private Wealth, LLC	$1.1M	14,584	+291	ADD
476	Voleon Capital Management LP	$1.1M	14,522	−26,790	TRIM
477	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.0M	13,425	+13,425	NEW
478	TEMA ETFS LLC	$1.0M	14,001	+70	ADD
479	GREAT VALLEY ADVISOR GROUP, INC.	$990K	13,661	−460	TRIM
480	EP Wealth Advisors, LLC	$987K	13,625	−237	TRIM
481	ODDO BHF ASSET MANAGEMENT SAS	$985K	13,594	+13,594	NEW
482	Friedenthal Financial	$982K	13,556	+13,556	NEW
483	ONE WEALTH CAPITAL MANAGEMENT, LLC	$969K	12,551	+4,307	ADD
484	QUADRANT CAPITAL GROUP LLC	$967K	13,347	+293	ADD
485	GREENLEAF TRUST	$949K	13,099	−538	TRIM
486	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$949K	13,096	+4,908	ADD
487	Knollwood Investment Advisory, LLC	$944K	13,024	0	NO CHANGE
488	Savant Capital, LLC	$943K	13,020	+2,986	ADD
489	Havemeyer Place LP	$943K	13,014	+13,014	NEW
490	Hartford Funds Management Co LLC	$934K	12,890	−1,597	TRIM
491	CFC Planning Co LLC	$932K	12,865	+37	ADD
492	Aviso Financial Inc.	$931K	12,855	−1,071	TRIM
493	OPAL CAPITAL LLC	$927K	12,800	+12,800	NEW
494	GROUPAMA ASSET MANAGMENT	$908K	12,537	−15,323	TRIM
495	Waterloo Capital, L.P.	$902K	12,455	−8,030	TRIM
496	Atlantic Union Bankshares Corp	$901K	12,438	−784	TRIM
497	Intesa Sanpaolo Wealth Management	$891K	12,300	0	NO CHANGE
498	Baker Avenue Asset Management, LP	$889K	12,268	+263	ADD
499	Kesler, Norman & Wride, LLC	$886K	12,230	+63	ADD
500	Advisory Advocates, LLC	$885K	12,210	—	NO PRIOR

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

Congress ↔ notable managers · MNST

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

Congress · last 90 days

Buyers: 3 Jared Moskowitz D–FL-23, Josh Gottheimer D–NJ-5, Julie Johnson D–TX-32 $4K–$60K
Sellers: 1 Julie Johnson D–TX-32 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Caxton Associates $41.8M held
Trimming: 1 Bridgewater Associates $55.9M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · MONSTER BEVERAGE CORP NEW

Merged timeline of congressional filings and notable-manager moves on MNST
Date	Who	Change	Size
2026-08-10	Josh Gottheimer Congress	BUY	$1K–$15K
2026-08-05	Julie Johnson Congress	SELL	$1K–$15K
2026-08-05	Julie Johnson Congress	BUY	$1K–$15K
2026-07-26	Jared Moskowitz Congress	BUY	$1K–$15K
2026-07-26	Jared Moskowitz Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+39,153 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−52,693 sh
2026-05-14	Caxton Associates 13F	NEW	+34,105 sh

8 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

12 members of Congress disclosed MNST — 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).