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 ↗

NIKE INC · CL B · quarter ended 2026-03-31 · 41 members disclosed NKE ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,354 holders are listed, largest first: 1,354
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $40.7B
holders whose share count rose or who opened the position (new + add), by shares: 609
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 250

Holders — quarter ended 2026-03-31

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

13F holders of NKE ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$4.8B	91,798,963	−357,595	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$4.1B	77,369,961	—	NO PRIOR
3	STATE STREET CORP	$3.2B	59,546,361	+230,755	ADD
4	Capital World Investors	$2.7B	50,477,362	+1,407,411	ADD
5	WELLINGTON MANAGEMENT GROUP LLP	$2.0B	38,352,243	+6,579,523	ADD
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.5B	28,479,621	—	NO PRIOR
7	MORGAN STANLEY	$1.2B	22,037,703	+2,638,143	ADD
8	FMR LLC	$1.1B	20,997,830	−613,718	TRIM
9	Invesco Ltd.	$799M	15,127,944	+1,761,690	ADD
10	HARRIS ASSOCIATES L P	$780M	14,776,259	−180,623	TRIM
11	BANK OF AMERICA CORP /DE/	$749M	14,178,482	−115,294	TRIM
12	UBS Group AG	$679M	12,861,148	−919,469	TRIM
13	NORTHERN TRUST CORP	$653M	12,368,667	−543,762	TRIM
14	ROYAL BANK OF CANADA	$606M	11,474,522	+3,110,699	ADD
15	Capital International Investors	$599M	11,339,032	+3,696,650	ADD
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$576M	10,908,038	+456,477	ADD
17	FRANKLIN RESOURCES INC	$475M	8,987,006	+335,393	ADD
18	Legal & General Group Plc	$429M	8,121,814	−64,941	TRIM
19	Janus Henderson Group Ltd.	$389M	7,355,842	−531,767	TRIM
20	Capital Research Global Investors	$374M	7,078,817	+4,476,679	ADD
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$368M	6,973,789	−78,788	TRIM
22	VANGUARD FIDUCIARY TRUST CO	$354M	6,704,727	—	NO PRIOR
23	CITADEL ADVISORS LLC	$318M	6,021,830	+2,495,749	ADD
24	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$313M	5,919,613	+2,113,435	ADD
25	Newport Trust Company, LLC	$286M	5,408,236	−152,469	TRIM
26	WELLS FARGO & COMPANY/MN	$285M	5,396,655	+288,933	ADD
27	Longview Partners (Guernsey) LTD	$268M	5,067,578	−557,017	TRIM
28	Jasper Ridge Partners, L.P.	$258M	4,883,229	0	NO CHANGE
29	Nuveen, LLC	$239M	4,527,080	−1,660,870	TRIM
30	DIMENSIONAL FUND ADVISORS LP	$226M	4,283,106	−79,576	TRIM
31	CITIGROUP INC	$218M	4,128,232	+637,719	ADD
32	Amundi	$214M	4,053,789	+931,541	ADD
33	Swiss National Bank	$185M	3,496,700	+237,600	ADD
34	DEUTSCHE BANK AG\	$174M	3,302,058	−176,491	TRIM
35	BANK OF MONTREAL /CAN/	$174M	3,296,749	−203,534	TRIM
36	WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST	$158M	3,000,000	0	NO CHANGE
37	Employees Provident Fund Board	$154M	2,920,713	0	NO CHANGE
38	National Pension Service	$150M	2,841,410	+2,841,410	NEW
39	Mitsubishi UFJ Asset Management Co., Ltd.	$148M	2,801,156	+165,095	ADD
40	Vanguard Global Advisers, LLC	$138M	2,605,596	—	NO PRIOR
41	JANE STREET GROUP, LLC	$130M	2,470,499	+2,308,250	ADD
42	HSBC HOLDINGS PLC	$130M	2,454,521	−2,609,019	TRIM
43	VANGUARD ASSET MANAGEMENT, Ltd	$124M	2,344,100	—	NO PRIOR
44	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$111M	2,109,837	+2,062,822	ADD
45	Alecta Tjanstepension Omsesidigt	$111M	2,102,300	−927,900	TRIM
46	Aberdeen Group plc	$110M	2,075,805	+161,562	ADD
47	LAZARD ASSET MANAGEMENT LLC	$110M	2,073,621	+197,901	ADD
48	STIFEL FINANCIAL CORP	$105M	1,986,399	+197,101	ADD
49	HighTower Advisors, LLC	$104M	1,965,550	+217,657	ADD
50	SCHRODER INVESTMENT MANAGEMENT GROUP	$101M	1,979,895	−141,086	TRIM
51	CANADA PENSION PLAN INVESTMENT BOARD	$101M	1,908,102	−319,218	TRIM
52	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$99.6M	1,885,718	+1,885,718	NEW
53	RAYMOND JAMES FINANCIAL INC	$97.5M	1,846,475	+22,814	ADD
54	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$95.5M	1,807,340	−491,839	TRIM
55	SUSQUEHANNA ADVISORS GROUP, INC.	$95.1M	1,800,000	+1,800,000	NEW
56	VOYA INVESTMENT MANAGEMENT LLC	$93.9M	1,777,189	−131,444	TRIM
57	PineStone Asset Management Inc.	$93.0M	1,760,835	−106,400	TRIM
58	GUARDCAP ASSET MANAGEMENT Ltd	$91.8M	1,723,994	−1,359,432	TRIM
59	PRIMECAP MANAGEMENT CO/CA/	$83.3M	1,577,530	+111,000	ADD
60	LPL Financial LLC	$82.2M	1,555,328	+99,103	ADD
61	ALLIANCEBERNSTEIN L.P.	$75.0M	1,177,092	−499,831	TRIM
62	PRINCIPAL FINANCIAL GROUP INC	$74.3M	1,406,069	+7,396	ADD
63	Swiss Life Asset Management Ltd	$73.3M	941,512	+729,801	ADD
64	Pictet Asset Management Holding SA	$73.2M	1,386,091	−337,600	TRIM
65	MACKENZIE FINANCIAL CORP	$71.5M	1,354,245	+190,251	ADD
66	Universal- Beteiligungs- und Servicegesellschaft mbH	$65.7M	1,235,285	−147,304	TRIM
67	1832 Asset Management L.P.	$64.9M	1,228,834	−23,036	TRIM
68	Squarepoint Ops LLC	$63.6M	1,204,075	+1,172,380	ADD
69	BNP Paribas Asset Management Holding S.A.	$63.2M	1,197,020	−385,084	TRIM
70	Fiera Capital Corp	$62.8M	1,189,195	−23,302	TRIM
71	NORDEA INVESTMENT MANAGEMENT AB	$62.1M	1,196,041	−222,095	TRIM
72	Ensign Peak Advisors, Inc	$60.0M	1,136,305	+359,865	ADD
73	BRISTOL JOHN W & CO INC /NY/	$60.0M	1,135,390	+56,857	ADD
74	Retirement Systems of Alabama	$59.7M	1,130,399	+16	ADD
75	Mariner, LLC	$59.7M	1,129,499	+123,272	ADD
76	ENVESTNET ASSET MANAGEMENT INC	$58.6M	1,110,299	+246,219	ADD
77	MENORA MIVTACHIM HOLDINGS LTD.	$57.7M	1,092,000	+1,080,000	ADD
78	Mawer Investment Management Ltd.	$56.5M	1,069,517	−600	TRIM
79	Assenagon Asset Management S.A.	$54.7M	1,035,829	+742,992	ADD
80	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$54.1M	1,024,875	−6,200	TRIM
81	ADAGE CAPITAL PARTNERS GP, L.L.C.	$53.5M	1,012,361	−222,600	TRIM
82	AVIVA PLC	$53.1M	1,006,111	+29,130	ADD
83	AQR CAPITAL MANAGEMENT LLC	$50.5M	965,644	+868,376	ADD
84	Orbis Allan Gray Ltd	$50.1M	947,893	+275,595	ADD
85	Intesa Sanpaolo S.p.A.	$48.4M	916,250	+477,795	ADD
86	Sather Financial Group Inc	$44.7M	845,405	+104,481	ADD
87	MILLENNIUM MANAGEMENT LLC	$44.2M	835,893	−45,785	TRIM
88	FIFTH THIRD BANCORP	$44.1M	834,779	+247,487	ADD
89	Woodline Partners LP	$43.0M	813,736	+73,730	ADD
90	BANK OF NOVA SCOTIA	$43.0M	813,297	−74,944	TRIM
91	Empower Advisory Group, LLC	$42.7M	808,972	+34,558	ADD
92	MCDONALD CAPITAL INVESTORS INC/CA	$42.4M	803,021	−9,380	TRIM
93	Kingsview Wealth Management, LLC	$41.9M	792,797	+34,090	ADD
94	J. Stern & Co. LLP	$40.7M	771,224	−47,283,318	TRIM
95	Chevy Chase Trust Holdings, LLC	$39.6M	750,379	−18,201	TRIM
96	NOMURA ASSET MANAGEMENT CO LTD	$39.1M	740,707	+9,548	ADD
97	CI INVESTMENTS INC.	$38.6M	730,750	−332,574	TRIM
98	PFA Pension, Forsikringsaktieselskab	$37.3M	705,390	+705,390	NEW
99	Nan Shan Life Insurance Co., Ltd.	$36.2M	685,946	−3,106	TRIM
100	Creative Planning	$36.2M	685,009	+57,061	ADD
101	MEITAV INVESTMENT HOUSE LTD	$35.6M	673,875	−282,513	TRIM
102	Trexquant Investment LP	$35.3M	668,618	+323,905	ADD
103	ROYAL LONDON ASSET MANAGEMENT LTD	$35.1M	665,154	−8,841	TRIM
104	Zurcher Kantonalbank (Zurich Cantonalbank)	$34.9M	661,251	+661,251	NEW
105	Korea Investment CORP	$34.9M	661,030	−485,458	TRIM
106	STATE OF WISCONSIN INVESTMENT BOARD	$34.8M	659,347	+23,391	ADD
107	FIL Ltd	$34.8M	658,718	−89,103	TRIM
108	Eurizon Capital SGR S.p.A.	$34.1M	653,598	−1,537,759	TRIM
109	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$33.2M	629,005	−48,242	TRIM
110	ASR Vermogensbeheer N.V.	$33.0M	624,701	+21,864	ADD
111	Baird Financial Group, Inc.	$32.9M	622,511	+622,511	NEW
112	IMC-Chicago, LLC	$32.5M	616,084	+538,818	ADD
113	Asset Management One Co., Ltd.	$32.4M	613,760	−17,712	TRIM
114	US BANCORP \DE\	$32.2M	609,376	−150,287	TRIM
115	DANSKE BANK A/S	$32.1M	608,290	+3,084	ADD
116	Vanguard Investments Australia, Ltd.	$31.4M	593,980	—	NO PRIOR
117	TD ASSET MANAGEMENT INC	$31.3M	592,786	+7,960	ADD
118	Swedbank AB	$31.3M	592,763	−385,864	TRIM
119	PRUDENTIAL FINANCIAL INC	$30.8M	583,578	−14,890	TRIM
120	AMERICAN CENTURY COMPANIES INC	$30.3M	574,387	+138,771	ADD
121	Circle Wealth Management, LLC	$29.4M	557,501	+1,280	ADD
122	Corient Private Wealth LLC	$28.3M	536,641	−1,270,056	TRIM
123	CIBC Bancorp USA Inc.	$28.2M	533,905	—	NO PRIOR
124	APG Asset Management N.V.	$28.0M	610,871	+135	ADD
125	Freestone Capital Holdings, LLC	$27.7M	524,800	+1,481	ADD
126	NATIONAL BANK OF CANADA /FI/	$27.3M	517,067	−1,438,354	TRIM
127	ABSHER WEALTH MANAGEMENT, LLC	$26.4M	500,596	+6,522	ADD
128	SEI INVESTMENTS CO	$26.1M	494,891	+19,159	ADD
129	Candriam S.C.A.	$25.7M	486,635	+177,652	ADD
130	Allspring Global Investments Holdings, LLC	$25.4M	568,922	−268,820	TRIM
131	Walleye Capital LLC	$25.3M	478,912	+164,753	ADD
132	Temasek Holdings (Private) Ltd	$24.9M	471,984	−388,485	TRIM
133	STATE OF MICHIGAN RETIREMENT SYSTEM	$24.4M	461,715	−100	TRIM
134	COMMONWEALTH EQUITY SERVICES, LLC	$24.3M	460,069	−9,905	TRIM
135	KLP KAPITALFORVALTNING AS	$24.2M	455,958	+1,000	ADD
136	Select Equity Group, L.P.	$23.8M	449,862	−786,455	TRIM
137	MARKEL GROUP INC.	$23.6M	447,400	0	NO CHANGE
138	BLI - Banque de Luxembourg Investments	$23.6M	392,500	+392,500	NEW
139	ROCKLAND TRUST CO	$23.3M	441,537	+59,803	ADD
140	Cornerstone Capital, Inc.	$23.1M	436,990	+215,873	ADD
141	NATIXIS	$22.9M	433,694	+101,006	ADD
142	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$22.9M	433,442	+160,950	ADD
143	TD Waterhouse Canada Inc.	$22.9M	512,380	+145,142	ADD
144	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$22.9M	433,289	−6,998,203	TRIM
145	MERCER GLOBAL ADVISORS INC /ADV	$22.3M	423,029	−48,527	TRIM
146	EP Wealth Advisors, LLC	$22.2M	419,528	−111,566	TRIM
147	Sumitomo Mitsui DS Asset Management Company, Ltd	$21.9M	415,311	+9,718	ADD
148	State of New Jersey Common Pension Fund D	$21.7M	410,787	0	NO CHANGE
149	SKBA CAPITAL MANAGEMENT LLC	$21.2M	402,170	+116,980	ADD
150	Robeco Institutional Asset Management B.V.	$21.1M	399,996	−187,987	TRIM
151	FIRST TRUST ADVISORS LP	$21.0M	397,457	+92,993	ADD
152	ALLIANZ SE	$20.9M	396,357	0	NO CHANGE
153	Lansforsakringar Fondforvaltning AB (publ)	$20.8M	394,429	+5,142	ADD
154	EagleClaw Capital Managment, LLC	$20.7M	392,130	−9,984	TRIM
155	BLAIR WILLIAM & CO/IL	$20.5M	388,727	+249,624	ADD
156	Resona Asset Management Co.,Ltd.	$20.4M	388,462	+2,420	ADD
157	CIBC WORLD MARKET INC.	$20.1M	381,163	−27,601	TRIM
158	Capital International, Inc./CA/	$20.0M	378,890	−19,995	TRIM
159	Cetera Investment Advisers	$19.4M	366,501	+9,314	ADD
160	STOREBRAND ASSET MANAGEMENT AS	$19.3M	364,543	—	NO PRIOR
161	Focus Partners Wealth	$19.1M	361,932	+93,950	ADD
162	TORONTO DOMINION BANK	$18.5M	349,427	−65,962	TRIM
163	LONE PEAK GLOBAL INVESTORS LLC	$18.1M	343,045	+76,425	ADD
164	Tredje AP-fonden	$18.1M	342,194	+342,194	NEW
165	FACTORY MUTUAL INSURANCE CO	$17.7M	335,400	+7,300	ADD
166	Cerity Partners LLC	$17.7M	334,878	−5,365	TRIM
167	44 WEALTH MANAGEMENT LLC	$17.7M	334,410	0	NO CHANGE
168	FIRST MANHATTAN CO. LLC.	$17.6M	330,302	−46,549	TRIM
169	Norinchukin Bank, The	$17.5M	331,733	+94,076	ADD
170	Arizona State Retirement System	$17.2M	326,448	−7,152	TRIM
171	Parallax Volatility Advisers, L.P.	$17.2M	371,161	+250,236	ADD
172	Czech National Bank	$17.1M	324,499	+10,925	ADD
173	Mirae Asset Global Investments Co., Ltd.	$17.1M	323,784	−122,466	TRIM
174	Capital International Sarl	$17.0M	321,675	+27,947	ADD
175	OSAIC HOLDINGS, INC.	$17.0M	321,287	+19,739	ADD
176	Banco Santander, S.A.	$16.9M	319,195	+51,457	ADD
177	CIBC Asset Management Inc	$16.8M	318,255	+5,492	ADD
178	GW HENSSLER & ASSOCIATES LTD	$16.8M	317,368	+98,447	ADD
179	RENAISSANCE TECHNOLOGIES LLC	$16.6M	315,100	+315,100	NEW
180	Daiwa Securities Group Inc.	$16.2M	306,756	+12,836	ADD
181	WINDWARD CAPITAL MANAGEMENT CO /CA	$15.7M	296,945	−652	TRIM
182	Mesirow Financial Investment Management, Inc.	$15.4M	291,670	+181,608	ADD
183	TRUIST FINANCIAL CORP	$15.2M	287,606	−31,819	TRIM
184	ProShare Advisors LLC	$15.1M	286,804	−47,157	TRIM
185	Vontobel Holding Ltd.	$15.1M	286,399	−68,650	TRIM
186	SCOTIA CAPITAL INC.	$14.9M	282,144	+15,723	ADD
187	Texas Yale Capital Corp.	$14.8M	281,053	+18,000	ADD
188	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$14.7M	277,550	+909	ADD
189	BECKER CAPITAL MANAGEMENT INC	$14.2M	266,304	+28,323	ADD
190	Calamos Advisors LLC	$13.7M	259,862	0	NO CHANGE
191	DnB Asset Management AS	$13.6M	256,601	−61,916	TRIM
192	Generali Powszechne Towarzystwo Emerytalne	$13.3M	251,850	+251,850	NEW
193	MIRAE ASSET SECURITIES (USA) INC.	$13.2M	250,220	+49,729	ADD
194	Addenda Capital Inc.	$13.0M	245,255	+3,947	ADD
195	SEB Asset Management AB	$13.0M	246,591	—	NO PRIOR
196	Connor, Clark & Lunn Investment Management Ltd.	$12.9M	244,539	−315,928	TRIM
197	U.S. Capital Wealth Advisors, LLC	$12.9M	244,306	+25,993	ADD
198	Harbor Island Capital LLC	$12.8M	242,915	+46,045	ADD
199	FEDERATED HERMES, INC.	$12.8M	241,456	−1,731	TRIM
200	Illinois Municipal Retirement Fund	$12.6M	238,299	−35,004	TRIM
201	ARMISTICE CAPITAL, LLC	$12.5M	236,540	−158,169	TRIM
202	IFM Investors Pty Ltd	$12.5M	235,740	+11,204	ADD
203	Andra AP-fonden	$12.4M	234,417	+221,617	ADD
204	NS Partners Ltd	$12.2M	231,075	−6,169	TRIM
205	COLDSTREAM CAPITAL MANAGEMENT INC	$12.2M	230,371	+81,601	ADD
206	CREDIT AGRICOLE S A	$12.1M	229,274	−44,027	TRIM
207	NISSAY ASSET MANAGEMENT CORP /JAPAN	$12.0M	227,343	+2,393	ADD
208	Rockefeller Capital Management L.P.	$12.0M	226,248	+6,836	ADD
209	BALYASNY ASSET MANAGEMENT L.P.	$11.9M	225,461	+191,450	ADD
210	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$11.8M	223,745	−600,989	TRIM
211	USS Investment Management Ltd	$11.6M	220,237	+11,227	ADD
212	Soltis Investment Advisors LLC	$11.6M	219,570	+17,104	ADD
213	Governors Lane LP	$11.4M	215,000	−82,322	TRIM
214	XPONANCE LLC	$11.3M	213,506	+28,926	ADD
215	TEACHER RETIREMENT SYSTEM OF TEXAS	$11.2M	212,178	−12,760	TRIM
216	Federation des caisses Desjardins du Quebec	$11.1M	209,938	+32,693	ADD
217	M&T BANK CORP	$11.1M	209,386	−12,003	TRIM
218	PEAK6 LLC	$11.0M	209,053	−278,557	TRIM
219	Bank Julius Baer & Co. Ltd, Zurich	$11.0M	208,303	−890,693	TRIM
220	Manchester Global Management (UK) Ltd	$11.0M	207,723	0	NO CHANGE
221	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$11.0M	207,446	−63,772	TRIM
222	&PARTNERS	$10.9M	205,947	−645	TRIM
223	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$10.5M	199,000	+49,000	ADD
224	CORDA Investment Management, LLC.	$10.4M	196,382	+21,181	ADD
225	B. Metzler seel. Sohn & Co. AG	$10.2M	192,719	−41,650	TRIM
226	PUBLIC SECTOR PENSION INVESTMENT BOARD	$10.1M	191,694	+37,516	ADD
227	Bowie Capital Management, LLC	$10.1M	190,903	+62,345	ADD
228	Utah Retirement Systems	$10.0M	190,251	−852	TRIM
229	Kimelman & Baird, LLC	$10.0M	189,994	+5,057	ADD
230	Brookstone Capital Management	$10.0M	188,555	+6,860	ADD
231	Private Wealth Advisors, LLC	$9.9M	188,120	+188,120	NEW
232	KANAWHA CAPITAL MANAGEMENT LLC	$9.9M	187,624	+12,013	ADD
233	Tidal Investments LLC	$9.9M	186,903	+39,208	ADD
234	SIRIOS CAPITAL MANAGEMENT L P	$9.8M	185,803	+172,912	ADD
235	OneDigital Investment Advisors LLC	$9.7M	183,921	+22,735	ADD
236	Varma Mutual Pension Insurance Co	$9.7M	182,995	−40,000	TRIM
237	Phoenix Financial Ltd.	$9.6M	182,257	+56,950	ADD
238	Americana Partners, LLC	$9.6M	181,222	+47,555	ADD
239	MML INVESTORS SERVICES, LLC	$9.5M	179,900	−35,130	TRIM
240	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$9.5M	214,173	−137,811	TRIM
241	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$9.3M	177,004	+4,877	ADD
242	EDENTREE ASSET MANAGEMENT Ltd	$9.2M	174,174	0	NO CHANGE
243	NEOS Investment Management LLC	$9.1M	173,178	+5,920	ADD
244	Rakuten Investment Management, Inc.	$9.1M	177,828	+20,536	ADD
245	D.A. DAVIDSON & CO.	$9.1M	171,585	+12,024	ADD
246	KEYBANK NATIONAL ASSOCIATION/OH	$9.1M	171,476	−99,794	TRIM
247	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$9.0M	170,653	−3,369	TRIM
248	Quantinno Capital Management LP	$9.0M	169,840	−61,554	TRIM
249	Channing Capital Management, LLC	$9.0M	169,804	+11,692	ADD
250	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$8.9M	168,717	−431	TRIM
251	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$8.9M	167,692	+4,761	ADD
252	Maven Securities LTD	$8.8M	167,445	+116,736	ADD
253	Inscription Capital, LLC	$8.8M	167,444	+659	ADD
254	GROUP ONE TRADING LLC	$8.8M	167,344	−7,773	TRIM
255	Pathstone Holdings, LLC	$8.8M	166,846	−18,079	TRIM
256	Allianz Asset Management GmbH	$8.8M	166,367	+1,828	ADD
257	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$8.7M	165,398	−680	TRIM
258	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$8.7M	164,229	−46,811	TRIM
259	Glenview Trust Co	$8.7M	164,075	+11,655	ADD
260	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$8.5M	161,923	−99,512	TRIM
261	HUNTINGTON NATIONAL BANK	$8.5M	160,368	+160,368	NEW
262	ICICI Prudential Asset Management Co Ltd	$8.2M	155,480	+9,900	ADD
263	NOMURA HOLDINGS INC	$8.0M	151,845	−187,173	TRIM
264	Jain Global LLC	$8.0M	151,708	+151,708	NEW
265	HENNESSY ADVISORS INC	$7.9M	149,950	+48,850	ADD
266	KLCM Advisors, Inc.	$7.8M	146,789	+105	ADD
267	Centiva Capital, LP	$7.6M	144,300	+440	ADD
268	GFS Advisors, LLC	$7.2M	137,138	−2,255	TRIM
269	MAI Capital Management	$7.2M	136,404	+3,370	ADD
270	Avanza Fonder AB	$7.2M	136,347	+9,400	ADD
271	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$7.2M	136,322	+100	ADD
272	MATTERN CAPITAL MANAGEMENT, LLC	$7.1M	135,125	+3,532	ADD
273	NewEdge Advisors, LLC	$7.1M	134,363	+134,363	NEW
274	CAPITAL INTERNATIONAL LTD /CA/	$7.1M	134,279	−3,001	TRIM
275	MACQUARIE GROUP LTD	$7.0M	132,819	−71,176	TRIM
276	NOESIS CAPITAL MANGEMENT CORP	$7.0M	132,785	−1,186	TRIM
277	MATRIX ASSET ADVISORS INC/NY	$7.0M	132,752	+132,752	NEW
278	GREENWOOD CAPITAL ASSOCIATES LLC	$7.0M	131,738	−2,672	TRIM
279	Providence Capital Advisors, LLC	$7.0M	131,607	+25,401	ADD
280	EVERGREEN CAPITAL MANAGEMENT LLC	$6.9M	130,387	−6,764	TRIM
281	JGP Wealth Management, LLC	$6.9M	130,204	+14,321	ADD
282	Voleon Capital Management LP	$6.8M	129,573	+75,520	ADD
283	NUANCE INVESTMENTS, LLC	$6.8M	129,003	−14,083	TRIM
284	IEQ CAPITAL, LLC	$6.7M	126,741	+117	ADD
285	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$6.7M	126,710	−972	TRIM
286	Concurrent Investment Advisors, LLC	$6.7M	126,622	+16,291	ADD
287	Elo Mutual Pension Insurance Co	$6.7M	126,513	−30,440	TRIM
288	Wilmington Savings Fund Society, FSB	$6.6M	125,879	+26,401	ADD
289	Vest Financial, LLC	$6.6M	125,875	+62,196	ADD
290	Beacon Pointe Advisors, LLC	$6.6M	125,096	+52,580	ADD
291	UMB Bank, n.a.	$6.6M	124,327	+104,485	ADD
292	Westerkirk Capital Inc.	$6.6M	124,020	−7,200	TRIM
293	DAVENPORT & Co LLC	$6.5M	123,807	+9,388	ADD
294	Sanctuary Advisors, LLC	$6.5M	123,057	+4,934	ADD
295	OP Asset Management Ltd	$6.4M	121,260	—	NO PRIOR
296	TWO SIGMA INVESTMENTS, LP	$6.4M	120,865	+23,750	ADD
297	BRIDGER MANAGEMENT, LLC	$6.3M	119,965	−59,800	TRIM
298	Lombard Odier Asset Management (Switzerland) SA	$6.3M	119,503	+22,300	ADD
299	DIVIDEND ASSETS CAPITAL, LLC	$6.3M	119,111	+24,575	ADD
300	Meiji Yasuda Asset Management Co Ltd.	$6.3M	119,005	+17,700	ADD
301	Kestra Advisory Services, LLC	$6.2M	117,036	+9,264	ADD
302	GUGGENHEIM CAPITAL LLC	$6.1M	114,685	+15,299	ADD
303	INTECH INVESTMENT MANAGEMENT LLC	$6.0M	114,363	−48,560	TRIM
304	LMR Partners LLP	$6.0M	114,163	−63,940	TRIM
305	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$6.0M	114,022	+109,610	ADD
306	General Pension Society PZU Joint Stock Co	$6.0M	113,330	0	NO CHANGE
307	Baader Bank Aktiengesellschaft	$5.9M	113,481	−16,612	TRIM
308	Bragg Financial Advisors, Inc	$5.9M	111,494	+20,787	ADD
309	Steward Partners Investment Advisory, LLC	$5.9M	111,485	−12,316	TRIM
310	D. E. Shaw & Co., Inc.	$5.9M	111,292	−504,437	TRIM
311	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$5.8M	109,007	+109,007	NEW
312	GRIMES & Co WEALTH MANAGEMENT, LLC	$5.7M	108,364	−2,030	TRIM
313	CUTLER INVESTMENT COUNSEL LLC	$5.7M	107,298	−13,093	TRIM
314	KESTRA PRIVATE WEALTH SERVICES, LLC	$5.7M	107,201	−1,345	TRIM
315	Financial Sense Advisors, Inc.	$5.6M	106,865	+12,562	ADD
316	Empowered Funds, LLC	$5.5M	104,960	+104,960	NEW
317	BENJAMIN EDWARDS INC	$5.5M	104,407	−5,479	TRIM
318	FIRST NATIONAL BANK OF OMAHA	$5.5M	105,376	+73,468	ADD
319	Morningstar Investment Management LLC	$5.4M	103,110	−48,855	TRIM
320	Cresset Asset Management, LLC	$5.4M	101,986	−930	TRIM
321	Vanguard Personalized Indexing Management, LLC	$5.4M	101,941	−12,822	TRIM
322	Covea Finance	$5.4M	101,539	−268,440	TRIM
323	UniSuper Management Pty Ltd	$5.4M	101,323	+3,130	ADD
324	Columbia Asset Management	$5.3M	101,202	+4,875	ADD
325	QRG CAPITAL MANAGEMENT, INC.	$5.2M	98,545	+12,795	ADD
326	GRANDFIELD & DODD, LLC	$5.1M	96,767	+7,666	ADD
327	INTACT INVESTMENT MANAGEMENT INC.	$5.1M	96,500	0	NO CHANGE
328	GUARDIAN CAPITAL LP	$5.1M	96,161	−8,600	TRIM
329	Guardian Partners Inc.	$5.1M	95,518	−9,649	TRIM
330	WOLVERINE ASSET MANAGEMENT LLC	$5.0M	94,722	+56,118	ADD
331	Advisors Asset Management, Inc.	$4.9M	93,589	+47,441	ADD
332	MGO ONE SEVEN LLC	$4.8M	91,528	−14,110	TRIM
333	Investment Management Corp of Ontario	$4.8M	91,115	−13,822	TRIM
334	PRUDENTIAL PLC	$4.8M	90,449	+64,783	ADD
335	ADAPT Investment Managers SA	$4.7M	88,846	−22,367	TRIM
336	CWM, LLC	$4.7M	88,534	+39,588	ADD
337	ArrowMark Colorado Holdings LLC	$4.6M	87,604	−27,500	TRIM
338	BANQUE PICTET & CIE SA	$4.6M	86,968	−49,725	TRIM
339	Compagnie Lombard Odier SCmA	$4.5M	85,636	−1,610	TRIM
340	CAPSTONE INVESTMENT ADVISORS, LLC	$4.5M	84,571	+38,857	ADD
341	SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.	$4.4M	83,024	−740	TRIM
342	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$4.4M	82,367	−633	TRIM
343	Sompo Asset Management Co., Ltd.	$4.3M	81,764	+7,070	ADD
344	Atria Investments, Inc	$4.3M	81,397	+13,676	ADD
345	Equitable Holdings, Inc.	$4.3M	68,628	+31,932	ADD
346	Bryn Mawr Trust Advisors, LLC	$4.2M	80,198	+58,155	ADD
347	JACOBSON & SCHMITT ADVISORS, LLC	$4.2M	79,891	−87	TRIM
348	TOCQUEVILLE ASSET MANAGEMENT L.P.	$4.2M	79,548	+1,384	ADD
349	COMMERCE BANK	$4.2M	79,392	+10,466	ADD
350	ELEVATION POINT WEALTH PARTNERS, LLC	$4.1M	78,190	+66,431	ADD
351	Lido Advisors, LLC	$4.1M	77,669	−7,299	TRIM
352	Hillman Capital Management, Inc.	$4.1M	77,906	+9,766	ADD
353	Mitsubishi UFJ Trust & Banking Corp	$4.1M	77,416	−93,117	TRIM
354	KCM INVESTMENT ADVISORS LLC	$4.1M	76,964	−4,346	TRIM
355	CLOVERFIELDS CAPITAL GROUP, LP	$4.1M	76,691	−1,141	TRIM
356	BROWN ADVISORY INC	$4.0M	76,576	−6,731	TRIM
357	LGT Group Foundation	$4.0M	75,473	−3,823	TRIM
358	OPPENHEIMER & CO INC	$4.0M	75,144	−9,488	TRIM
359	CONNING INC.	$4.0M	74,989	+11,463	ADD
360	Rafferty Asset Management, LLC	$4.0M	74,961	−28,813	TRIM
361	Taproot Management LP	$3.9M	73,329	+34,325	ADD
362	Aware Super Pty Ltd as trustee of Aware Super	$3.8M	72,870	—	NO PRIOR
363	Gotham Asset Management, LLC	$3.8M	72,710	+7,970	ADD
364	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$3.8M	72,480	0	NO CHANGE
365	Crossmark Global Holdings, Inc.	$3.8M	72,057	—	NO PRIOR
366	MIZUHO SECURITIES USA LLC	$3.8M	72,031	−14,567	TRIM
367	William Allan Corp	$3.8M	71,177	−570	TRIM
368	Clearstead Advisors, LLC	$3.7M	69,420	+12,472	ADD
369	EAGLE ROCK INVESTMENT COMPANY, LLC	$3.7M	69,404	+11,929	ADD
370	OPAL CAPITAL LLC	$3.7M	69,275	+65,576	ADD
371	Atlantic Union Bankshares Corp	$3.7M	69,175	−3,153	TRIM
372	SOROS CAPITAL MANAGEMENT LLC	$3.6M	68,690	+939	ADD
373	Siemens Fonds Invest GmbH	$3.6M	68,321	+530	ADD
374	Econ Financial Services Corp	$3.6M	67,254	+1,790	ADD
375	EFG International AG	$3.5M	67,115	+16,131	ADD
376	Leonteq Securities AG	$3.5M	66,631	+50,503	ADD
377	GERMAN AMERICAN BANCORP, INC.	$3.5M	66,428	+5,188	ADD
378	Geneos Wealth Management Inc.	$3.5M	66,384	+11,182	ADD
379	MAIRS & POWER INC	$3.5M	65,955	+2,770	ADD
380	Quilter Plc	$3.4M	65,217	−22,812	TRIM
381	Marble Harbor Investment Counsel, LLC	$3.4M	65,195	+5,190	ADD
382	Linscomb Wealth, Inc.	$3.4M	64,774	−16,862	TRIM
383	Badgley Phelps Wealth Managers, LLC	$3.4M	63,793	−10,240	TRIM
384	STEPHENS INC /AR/	$3.4M	63,680	+17,840	ADD
385	BAILARD, INC.	$3.3M	63,123	+2,444	ADD
386	Roberts Wealth Advisors, LLC	$3.3M	62,371	+4,064	ADD
387	Vident Advisory, LLC	$3.3M	62,324	+12,612	ADD
388	Aptus Capital Advisors, LLC	$3.3M	61,765	+39,963	ADD
389	Pinnacle Financial Partners, Inc.	$3.3M	61,730	−40,769	TRIM
390	Arlington Financial Advisors, LLC	$3.2M	61,462	+35,504	ADD
391	Waverly Advisors, LLC	$3.2M	61,300	+2,241	ADD
392	CAISSE DES DEPOTS ET CONSIGNATIONS	$3.2M	60,946	−1,317	TRIM
393	Bleakley Financial Group, LLC	$3.2M	60,172	+19,799	ADD
394	Monaco Asset Management SAM	$3.2M	60,000	+60,000	NEW
395	Hamilton Point Investment Advisors, LLC	$3.2M	59,464	+8,448	ADD
396	SP Asset Management LLC	$3.2M	59,757	−18,482	TRIM
397	AZZAD ASSET MANAGEMENT INC /ADV	$3.2M	59,705	+28,728	ADD
398	Maryland State Retirement & Pension System	$3.2M	59,660	+1,967	ADD
399	ABN AMRO INVESTMENT SOLUTIONS	$3.1M	59,081	−16,814	TRIM
400	JOHNSON INVESTMENT COUNSEL INC	$3.1M	58,712	−7,011	TRIM
401	Kintegral Advisory, LLC	$3.1M	57,372	−2,544	TRIM
402	World Investment Advisors	$3.0M	57,703	+3,125	ADD
403	Generali Investments CEE, investicni spolecnost, a.s.	$3.0M	57,533	0	NO CHANGE
404	Wealthfront Advisers LLC	$3.0M	56,736	−38,447	TRIM
405	OMERS ADMINISTRATION Corp	$3.0M	56,510	−2,469,669	TRIM
406	HM PAYSON & CO	$3.0M	56,254	+1,586	ADD
407	Private Advisor Group, LLC	$2.9M	55,797	−4,023	TRIM
408	FAGAN ASSOCIATES, INC.	$2.9M	55,708	−2,162	TRIM
409	Bell & Brown Wealth Advisors, LLC	$2.9M	55,446	+19,509	ADD
410	FIDUCIARY TRUST CO	$2.9M	55,421	−9,049	TRIM
411	DKRT Investments Corp.	$2.9M	55,000	0	NO CHANGE
412	SHUFRO ROSE & CO LLC	$2.9M	54,975	−544	TRIM
413	HB Wealth Management, LLC	$2.9M	54,706	+1,533	ADD
414	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$2.9M	54,651	−1,806,886	TRIM
415	INVESTMENT HOUSE LLC	$2.9M	54,431	−3,550	TRIM
416	Pinnacle Wealth Planning Services, Inc.	$2.8M	53,698	+39,388	ADD
417	Palumbo Wealth Management LLC	$2.8M	53,655	−3,400	TRIM
418	Orion Porfolio Solutions, LLC	$2.8M	53,511	+683	ADD
419	Marex Group Ltd	$2.8M	53,217	−55,780	TRIM
420	Capital Investment Advisors, LLC	$2.8M	52,978	−2,760	TRIM
421	RWA WEALTH PARTNERS, LLC	$2.7M	51,956	−3,536	TRIM
422	KAVAR CAPITAL PARTNERS GROUP, LLC	$2.7M	51,909	+1,429	ADD
423	Bayesian Capital Management, LP	$2.7M	51,100	+51,100	NEW
424	Paragon Capital Management LLC	$2.7M	51,009	−176	TRIM
425	MidFirst Bank	$2.7M	50,899	+3,941	ADD
426	Cannell & Spears LLC	$2.6M	49,781	+11,658	ADD
427	Dai-ichi Life Insurance Company, Ltd	$2.6M	48,882	−908	TRIM
428	MUFG Securities EMEA plc	$2.6M	48,847	+128	ADD
429	Summit Trail Advisors, LLC	$2.6M	48,581	+8,810	ADD
430	Blueshift Asset Management, LLC	$2.6M	48,487	+48,487	NEW
431	Man Group plc	$2.6M	48,338	−91,677	TRIM
432	Sicart Associates LLC	$2.5M	47,828	0	NO CHANGE
433	Capitol Family Office, Inc.	$2.5M	39,616	0	NO CHANGE
434	KING LUTHER CAPITAL MANAGEMENT CORP	$2.5M	47,617	−12,683	TRIM
435	Coastal Bridge Advisors, LLC	$2.5M	47,217	−2,125	TRIM
436	Rossmore Private Capital	$2.5M	46,534	−3,450	TRIM
437	REGIONS FINANCIAL CORP	$2.5M	46,870	−776	TRIM
438	ASSOCIATED BANC-CORP	$2.4M	46,109	−711	TRIM
439	AE Wealth Management LLC	$2.4M	45,836	−27,226	TRIM
440	ADVOCATE GROUP LLC	$2.4M	44,963	+693	ADD
441	Sender Co & Partners, Inc.	$2.4M	44,825	+24,130	ADD
442	Merit Financial Group, LLC	$2.3M	44,438	+11,408	ADD
443	Grantham, Mayo, Van Otterloo & Co. LLC	$2.3M	44,269	+583	ADD
444	SHEETS SMITH WEALTH MANAGEMENT	$2.3M	44,236	−20,171	TRIM
445	Saudi Central Bank	$2.3M	43,979	+43,979	NEW
446	Horst & Graben Wealth Management LLC	$2.3M	51,098	+3,134	ADD
447	Chemistry Wealth Management LLC	$2.3M	43,466	+7,850	ADD
448	Twin Tree Management, LP	$2.3M	42,667	−369,460	TRIM
449	Lafayette Investments, Inc.	$2.2M	42,195	−1,216	TRIM
450	Paralel Advisors LLC	$2.2M	42,141	0	NO CHANGE
451	MASTERINVEST Kapitalanlage GmbH	$2.2M	41,900	−1,318	TRIM
452	Arax Advisory Partners	$2.2M	41,819	+31,239	ADD
453	Moors & Cabot, Inc.	$2.2M	41,686	+17,037	ADD
454	BENNETT SELBY INVESTMENTS LP	$2.2M	41,637	−5,842	TRIM
455	Empirical Finance, LLC	$2.2M	41,412	−83	TRIM
456	Pine Valley Investments Ltd Liability Co	$2.2M	41,295	+12,464	ADD
457	Cardinal Point Capital Management ULC	$2.2M	41,310	+6,408	ADD
458	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.2M	40,894	+733	ADD
459	INDEPENDENT FINANCIAL GROUP, LLC	$2.1M	40,628	—	NO PRIOR
460	Roundview Capital LLC	$2.1M	40,506	−4,268	TRIM
461	PATTEN & PATTEN INC/TN	$2.1M	39,119	−6,030	TRIM
462	RB Capital Management, LLC	$2.1M	38,836	−2,474	TRIM
463	Laurel Wealth Advisors LLC	$2.0M	46,171	+6,978	ADD
464	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.0M	38,125	+123	ADD
465	CHIRON CAPITAL MANAGEMENT, LLC	$2.0M	38,088	—	NO PRIOR
466	Ellsworth Advisors, LLC	$2.0M	38,078	+10,093	ADD
467	Carnegie Lake Advisors LLC	$2.0M	37,975	−550	TRIM
468	Sawyer & Company, Inc	$2.0M	37,801	−2,405	TRIM
469	Evercore Wealth Management, LLC	$2.0M	37,771	−4,628	TRIM
470	Independent Advisor Alliance	$2.0M	37,539	−8,157	TRIM
471	Verition Fund Management LLC	$2.0M	37,421	+28,482	ADD
472	AMG National Trust Bank	$2.0M	37,257	+22,251	ADD
473	Delta Global Management LP	$2.0M	37,205	+37,205	NEW
474	Sowell Financial Services LLC	$1.9M	36,901	−1,284	TRIM
475	Telos Capital Management, Inc.	$1.9M	36,850	+1,652	ADD
476	HBW ADVISORY SERVICES LLC	$1.9M	36,530	−3,872	TRIM
477	LONDON CO OF VIRGINIA	$1.9M	36,202	0	NO CHANGE
478	SWS Partners	$1.9M	35,899	+147	ADD
479	Sigma Planning Corp	$1.9M	36,093	+4,026	ADD
480	SPIREPOINT PRIVATE CLIENT, LLC	$1.9M	35,982	−148	TRIM
481	Birch Hill Investment Advisors LLC	$1.9M	35,944	+1,895	ADD
482	Allworth Financial LP	$1.9M	35,931	−31,994	TRIM
483	Hills Bank & Trust Co	$1.9M	35,403	−5,124	TRIM
484	Generali Asset Management SPA SGR	$1.8M	34,355	−1,459	TRIM
485	PINNACLE ASSOCIATES LTD	$1.8M	34,129	+6,043	ADD
486	Ascent Group, LLC	$1.8M	34,062	+2,590	ADD
487	Metis Global Partners, LLC	$1.8M	33,950	−3,698	TRIM
488	Provident Co of the Employees of the Hebrew University LTD	$1.8M	33,628	0	NO CHANGE
489	North Dakota State Investment Board	$1.8M	33,517	−6,136	TRIM
490	SIERRA SUMMIT ADVISORS LLC	$1.8M	33,459	+1,432	ADD
491	Palisade Asset Management, LLC	$1.8M	33,211	+255	ADD
492	Western Wealth Management, LLC	$1.7M	33,030	+33,030	NEW
493	Perennial Advisors, LLC	$1.7M	32,957	−5,511	TRIM
494	MONEY CONCEPTS CAPITAL CORP	$1.7M	32,927	+5,045	ADD
495	Robertson Stephens Wealth Management, LLC	$1.7M	32,657	+624	ADD
496	Robinson Value Management, Ltd.	$1.7M	32,670	−729	TRIM
497	E. Ohman J:or Asset Management AB	$1.7M	32,496	0	NO CHANGE
498	WESTWOOD HOLDINGS GROUP INC	$1.7M	32,247	+1,169	ADD
499	SECURIAN ASSET MANAGEMENT, INC	$1.7M	32,239	−100	TRIM
500	Hudson Canyon Capital Management	$1.7M	32,224	+474	ADD

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

Congress ↔ notable managers · NKE

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 $16K–$65K

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 $4.1M held
Trimming: 2 Bridgewater Associates, Fundsmith $356K held

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

Merged timeline of congressional filings and notable-manager moves on NKE
Date	Who	Change	Size
2026-09-10	Gilbert Ray Cisneros, Jr. Congress	SELL	$15K–$50K
2026-09-01	Kevin Hern Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+7,970 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−49,010 sh
2026-05-15	Fundsmith 13F	EXIT	−5,770,181 sh
2026-05-14	Caxton Associates 13F	NEW	+4,500 sh

7 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

41 members of Congress disclosed NKE — 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).