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 ↗

PALANTIR TECHNOLOGIES INC · CL A · quarter ended 2026-03-31 · 15 members disclosed PLTR ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,320 holders are listed, largest first: 2,320
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $168B
holders whose share count rose or who opened the position (new + add), by shares: 1,322
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 291

Holders — quarter ended 2026-03-31

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

13F holders of PLTR ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$27.6B	188,990,971	−4,336,516	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$21.2B	144,837,529	—	NO PRIOR
3	STATE STREET CORP	$14.9B	101,626,594	−758,723	TRIM
4	GEODE CAPITAL MANAGEMENT, LLC	$8.1B	55,871,332	+1,671,067	ADD
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$7.3B	50,022,230	—	NO PRIOR
6	MORGAN STANLEY	$4.7B	32,202,689	+2,995,783	ADD
7	NORTHERN TRUST CORP	$3.1B	20,901,773	+139,173	ADD
8	Invesco Ltd.	$3.1B	20,882,408	−1,532,674	TRIM
9	FMR LLC	$2.8B	19,001,985	+17,055	ADD
10	BANK OF AMERICA CORP /DE/	$2.8B	18,839,779	+4,201,852	ADD
11	Amundi	$2.4B	16,410,400	+398,093	ADD
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$2.4B	16,400,260	+453,260	ADD
13	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2.1B	14,310,511	+84,126	ADD
14	Legal & General Group Plc	$2.0B	13,878,136	−178,312	TRIM
15	VANGUARD FIDUCIARY TRUST CO	$1.9B	13,069,614	—	NO PRIOR
16	Bank of New York Mellon Corp	$1.9B	12,719,571	−210,139	TRIM
17	Nuveen, LLC	$1.6B	10,929,816	+1,349,361	ADD
18	JENNISON ASSOCIATES LLC	$1.6B	10,760,942	+10,760,942	NEW
19	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$1.5B	10,446,959	+7,678,747	ADD
20	DEUTSCHE BANK AG\	$1.5B	10,142,047	−869,710	TRIM
21	WELLINGTON MANAGEMENT GROUP LLP	$1.3B	9,176,311	+1,292,251	ADD
22	JANE STREET GROUP, LLC	$1.3B	9,155,135	+4,060,680	ADD
23	BANK OF MONTREAL /CAN/	$1.1B	7,839,563	−997,475	TRIM
24	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.1B	7,450,810	+1,497,396	ADD
25	RENAISSANCE TECHNOLOGIES LLC	$1.0B	6,985,926	−1,810,801	TRIM
26	UBS Group AG	$991M	6,776,822	+172,901	ADD
27	Swiss National Bank	$981M	6,704,000	+467,900	ADD
28	TWO SIGMA INVESTMENTS, LP	$941M	6,430,502	+4,866,142	ADD
29	CANADA PENSION PLAN INVESTMENT BOARD	$920M	6,287,283	+396,308	ADD
30	Daiwa Securities Group Inc.	$909M	6,217,069	+1,758,001	ADD
31	Mitsubishi UFJ Asset Management Co., Ltd.	$789M	5,392,749	+344,930	ADD
32	National Pension Service	$758M	5,184,024	+5,184,024	NEW
33	LPL Financial LLC	$747M	5,109,312	+123,524	ADD
34	ROYAL BANK OF CANADA	$745M	5,095,274	−1,474,256	TRIM
35	Vanguard Global Advisers, LLC	$728M	4,979,993	—	NO PRIOR
36	CITIGROUP INC	$721M	4,930,147	+1,535,096	ADD
37	NATIONAL BANK OF CANADA /FI/	$690M	4,719,275	+580,919	ADD
38	WELLS FARGO & COMPANY/MN	$685M	4,682,132	−402,791	TRIM
39	FRANKLIN RESOURCES INC	$647M	4,424,826	+190,392	ADD
40	AMERICAN CENTURY COMPANIES INC	$626M	4,280,120	+757,034	ADD
41	HSBC HOLDINGS PLC	$618M	4,222,990	−4,376,528	TRIM
42	DIMENSIONAL FUND ADVISORS LP	$574M	3,925,035	−7,412	TRIM
43	D. E. Shaw & Co., Inc.	$570M	3,898,671	−5,890,594	TRIM
44	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$564M	3,856,384	−271,889	TRIM
45	VOYA INVESTMENT MANAGEMENT LLC	$560M	3,832,370	+654,871	ADD
46	AQR CAPITAL MANAGEMENT LLC	$553M	3,925,824	−499,157	TRIM
47	Swedbank AB	$553M	3,780,507	+1,690,861	ADD
48	RAYMOND JAMES FINANCIAL INC	$518M	3,546,487	−45,425	TRIM
49	ALLIANCEBERNSTEIN L.P.	$517M	2,909,875	+109,126	ADD
50	VANGUARD ASSET MANAGEMENT, Ltd	$517M	3,533,228	—	NO PRIOR
51	Holocene Advisors, LP	$499M	3,411,000	+677,000	ADD
52	ProShare Advisors LLC	$488M	3,335,667	−744,415	TRIM
53	Janus Henderson Group Ltd.	$480M	3,323,141	+2,952,079	ADD
54	Allianz Asset Management GmbH	$437M	2,984,943	+531,319	ADD
55	PRINCIPAL FINANCIAL GROUP INC	$418M	2,857,609	−429,758	TRIM
56	Hudson Bay Capital Management LP	$396M	2,708,219	+153,219	ADD
57	NEW YORK STATE COMMON RETIREMENT FUND	$339M	2,320,241	−3,737	TRIM
58	Clear Street Group Inc.	$319M	2,180,652	+79,674	ADD
59	SEI INVESTMENTS CO	$311M	2,122,880	+998,559	ADD
60	ADAGE CAPITAL PARTNERS GP, L.L.C.	$299M	2,046,400	−18,200	TRIM
61	TORONTO DOMINION BANK	$296M	2,020,238	−930,775	TRIM
62	CITADEL ADVISORS LLC	$295M	2,015,600	−1,330,855	TRIM
63	BANK OF NOVA SCOTIA	$289M	1,974,908	−1,000,564	TRIM
64	Mariner, LLC	$287M	1,962,003	+709,640	ADD
65	AVIVA PLC	$285M	1,950,069	+55,738	ADD
66	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$282M	1,925,140	−18,896	TRIM
67	BNP Paribas Asset Management Holding S.A.	$274M	1,872,082	−45,100	TRIM
68	Korea Investment CORP	$264M	1,807,716	+182,340	ADD
69	NORDEA INVESTMENT MANAGEMENT AB	$264M	1,865,721	−192,012	TRIM
70	Mirae Asset Global Investments Co., Ltd.	$263M	1,794,926	+81,552	ADD
71	FIRST TRUST ADVISORS LP	$252M	1,720,293	+13,842	ADD
72	Cetera Investment Advisers	$244M	1,666,699	+42,536	ADD
73	NEOS Investment Management LLC	$232M	1,587,949	+315,641	ADD
74	Universal- Beteiligungs- und Servicegesellschaft mbH	$232M	1,595,855	+134,489	ADD
75	Vident Advisory, LLC	$229M	1,563,893	+246,085	ADD
76	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$222M	1,521,041	−489,280	TRIM
77	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$221M	1,507,844	−13,167	TRIM
78	ALLEN HOLDING INC /NY	$219M	1,500,000	−100,000	TRIM
79	DANSKE BANK A/S	$214M	1,464,335	+21,797	ADD
80	OSAIC HOLDINGS, INC.	$213M	1,454,147	+10,589	ADD
81	Tidal Investments LLC	$211M	1,440,875	+29,432	ADD
82	PRUDENTIAL FINANCIAL INC	$209M	1,427,147	−636,390	TRIM
83	PANAGORA ASSET MANAGEMENT INC	$207M	1,412,721	+120,704	ADD
84	Quantinno Capital Management LP	$205M	1,398,625	+135,388	ADD
85	COMMONWEALTH EQUITY SERVICES, LLC	$202M	1,378,127	−82,539	TRIM
86	PACIFIC HEIGHTS ASSET MANAGEMENT LLC	$199M	1,360,000	+185,000	ADD
87	FEDERATED HERMES, INC.	$198M	1,351,712	−216,743	TRIM
88	Ensign Peak Advisors, Inc	$196M	1,342,614	+47,107	ADD
89	SCHRODER INVESTMENT MANAGEMENT GROUP	$195M	1,332,846	+96,389	ADD
90	Heard Capital LLC	$193M	1,321,745	+418,636	ADD
91	Cresset Asset Management, LLC	$189M	1,289,954	+35,785	ADD
92	Rafferty Asset Management, LLC	$188M	1,282,554	+96,291	ADD
93	Aberdeen Group plc	$186M	1,271,938	+39,201	ADD
94	TD ASSET MANAGEMENT INC	$184M	1,257,554	+20,182	ADD
95	Capital Research Global Investors	$184M	1,257,274	−17,187	TRIM
96	STATE OF WISCONSIN INVESTMENT BOARD	$180M	1,232,702	+43,100	ADD
97	PFA Pension, Forsikringsaktieselskab	$180M	1,227,560	+1,227,560	NEW
98	Saudi Central Bank	$175M	1,198,634	0	NO CHANGE
99	Rockefeller Capital Management L.P.	$165M	1,130,725	+33,194	ADD
100	Chevy Chase Trust Holdings, LLC	$165M	1,126,473	−33,184	TRIM
101	ALLEN OPERATIONS LLC	$165M	1,125,000	0	NO CHANGE
102	ENVESTNET ASSET MANAGEMENT INC	$163M	1,112,303	+245,952	ADD
103	STIFEL FINANCIAL CORP	$160M	1,095,926	+260,175	ADD
104	CIBC Asset Management Inc	$159M	1,084,652	+6,657	ADD
105	ROYAL LONDON ASSET MANAGEMENT LTD	$158M	1,078,765	−25,957	TRIM
106	Vanguard Investments Australia, Ltd.	$156M	1,066,226	—	NO PRIOR
107	Harvest Portfolios Group Inc.	$154M	1,053,568	+184,703	ADD
108	Pictet Asset Management Holding SA	$154M	1,050,679	−185,168	TRIM
109	ING GROEP NV	$148M	1,010,909	−53,765	TRIM
110	Squarepoint Ops LLC	$143M	980,685	−954,653	TRIM
111	Hyperion Asset Management Ltd	$143M	977,953	−536,481	TRIM
112	Asset Management One Co., Ltd.	$141M	966,942	−619	TRIM
113	TEACHER RETIREMENT SYSTEM OF TEXAS	$140M	954,254	+107,077	ADD
114	NOMURA ASSET MANAGEMENT CO LTD	$138M	946,745	+25,289	ADD
115	Cypress Point Wealth Management, LLC	$136M	927,673	+1,793	ADD
116	1832 Asset Management L.P.	$130M	891,605	+197,227	ADD
117	STATE OF MICHIGAN RETIREMENT SYSTEM	$128M	876,700	−1,300	TRIM
118	Polar Capital Holdings Plc	$127M	867,215	+721,695	ADD
119	Cerity Partners LLC	$127M	866,938	+42,804	ADD
120	KLP KAPITALFORVALTNING AS	$125M	854,500	−7,500	TRIM
121	UNICOM Systems, Inc.	$123M	838,992	0	NO CHANGE
122	Trexquant Investment LP	$116M	791,302	+243,779	ADD
123	Eurizon Capital SGR S.p.A.	$115M	794,576	+235,375	ADD
124	State of New Jersey Common Pension Fund D	$114M	781,318	+4,251	ADD
125	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$114M	781,360	+83,944	ADD
126	Zurcher Kantonalbank (Zurich Cantonalbank)	$114M	780,612	+780,612	NEW
127	Brevan Howard Capital Management LP	$112M	791,246	+745,892	ADD
128	OFI INVEST ASSET MANAGEMENT	$110M	868,841	+444,151	ADD
129	NATIXIS	$110M	752,090	+34,691	ADD
130	DOCK STREET ASSET MANAGEMENT INC	$109M	744,782	−33,331	TRIM
131	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$109M	749,328	+165,424	ADD
132	Calamos Advisors LLC	$108M	741,654	+132,135	ADD
133	Lansforsakringar Fondforvaltning AB (publ)	$107M	733,887	+12,325	ADD
134	Clearbridge Investments, LLC	$105M	718,677	−130,673	TRIM
135	Swiss Life Asset Management Ltd	$105M	716,916	+19,662	ADD
136	Creative Planning	$104M	714,374	+76,197	ADD
137	HighTower Advisors, LLC	$101M	691,345	+33,765	ADD
138	Resona Asset Management Co.,Ltd.	$101M	695,823	+16,877	ADD
139	CREDIT AGRICOLE S A	$99.7M	681,686	+355,335	ADD
140	Focus Partners Wealth	$99.4M	678,842	−145,532	TRIM
141	WESTFIELD CAPITAL MANAGEMENT CO LP	$98.7M	674,557	+519,972	ADD
142	INTECH INVESTMENT MANAGEMENT LLC	$96.5M	659,819	+101,315	ADD
143	OSSIAM	$93.4M	638,705	+91,138	ADD
144	NISSAY ASSET MANAGEMENT CORP /JAPAN	$93.0M	635,755	+13,330	ADD
145	Arizona State Retirement System	$91.6M	625,867	−14,508	TRIM
146	Czech National Bank	$91.0M	622,128	+19,784	ADD
147	XPONANCE LLC	$89.9M	614,573	+47,869	ADD
148	SALEM INVESTMENT COUNSELORS INC	$84.8M	579,797	−58,454	TRIM
149	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$84.7M	579,273	+223,750	ADD
150	Wealthfront Advisers LLC	$82.6M	564,361	+13,420	ADD
151	Sanctuary Advisors, LLC	$82.2M	562,025	−17,894	TRIM
152	Robeco Institutional Asset Management B.V.	$80.2M	548,197	−206,066	TRIM
153	Corient Private Wealth LLC	$79.8M	548,683	−5,171,257	TRIM
154	Woodline Partners LP	$79.5M	543,243	+153,655	ADD
155	Hound Partners, LLC	$79.4M	543,000	0	NO CHANGE
156	IEQ CAPITAL, LLC	$79.2M	541,408	−16,285	TRIM
157	MACQUARIE GROUP LTD	$79.0M	539,850	−269,837	TRIM
158	Gotham Asset Management, LLC	$78.4M	535,996	+86,390	ADD
159	Lido Advisors, LLC	$78.4M	535,941	+120,843	ADD
160	PUBLIC SECTOR PENSION INVESTMENT BOARD	$78.0M	533,134	+169,207	ADD
161	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$77.8M	532,119	+770	ADD
162	TRUIST FINANCIAL CORP	$77.2M	528,012	+14,118	ADD
163	AE Wealth Management LLC	$76.4M	521,999	+11,300	ADD
164	US BANCORP \DE\	$73.6M	503,308	+9,307	ADD
165	MML INVESTORS SERVICES, LLC	$72.8M	497,533	−28,798	TRIM
166	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$71.7M	490,231	−399,998	TRIM
167	MACKENZIE FINANCIAL CORP	$71.6M	489,240	+13,249	ADD
168	CI INVESTMENTS INC.	$71.1M	486,145	−6,626	TRIM
169	Retirement Systems of Alabama	$71.0M	485,095	−862	TRIM
170	CWM, LLC	$70.7M	483,215	−8,699	TRIM
171	DnB Asset Management AS	$70.6M	482,967	+481,732	ADD
172	Optiver Holding B.V.	$70.6M	482,759	−241,183	TRIM
173	OpenArc Corporate Advisory, LLC	$70.3M	480,437	+157,335	ADD
174	FIFTH THIRD BANCORP	$69.8M	477,182	+279,037	ADD
175	GUGGENHEIM CAPITAL LLC	$68.6M	469,241	−108,273	TRIM
176	GATEWAY INVESTMENT ADVISERS LLC	$68.6M	468,833	−55,104	TRIM
177	IFM Investors Pty Ltd	$68.1M	465,284	+23,954	ADD
178	&PARTNERS	$68.0M	464,690	+9,434	ADD
179	NewEdge Advisors, LLC	$68.0M	464,688	+464,688	NEW
180	EXCHANGE TRADED CONCEPTS, LLC	$66.0M	451,214	−7,402	TRIM
181	CIBC Bancorp USA Inc.	$65.3M	446,367	—	NO PRIOR
182	Rakuten Investment Management, Inc.	$65.3M	474,397	+50,961	ADD
183	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$65.0M	462,800	−1,301,395	TRIM
184	Kingsview Wealth Management, LLC	$61.8M	422,311	+342,965	ADD
185	Van Cleef Asset Management,Inc	$61.3M	419,146	−3,912	TRIM
186	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$61.2M	418,408	+67,583	ADD
187	Sargent Investment Group, LLC	$60.7M	414,989	−15,503	TRIM
188	Andra AP-fonden	$59.6M	407,700	+22,663	ADD
189	Zurich Insurance Group Ltd/FI	$59.3M	405,463	−172,447	TRIM
190	OP Asset Management Ltd	$58.5M	399,886	—	NO PRIOR
191	Private Advisor Group, LLC	$57.7M	394,309	−18,750	TRIM
192	ASSETMARK, INC	$55.7M	380,533	+6,668	ADD
193	Schonfeld Strategic Advisors LLC	$55.7M	380,492	+330,267	ADD
194	Sumitomo Mitsui DS Asset Management Company, Ltd	$55.5M	379,627	+19,943	ADD
195	Vontobel Holding Ltd.	$54.9M	375,425	+179,476	ADD
196	NOMURA HOLDINGS INC	$54.8M	374,451	−459,904	TRIM
197	Baird Financial Group, Inc.	$54.2M	370,212	+370,212	NEW
198	MERCER GLOBAL ADVISORS INC /ADV	$54.1M	369,963	+35,763	ADD
199	QRG CAPITAL MANAGEMENT, INC.	$53.7M	366,871	+14,693	ADD
200	UniSuper Management Pty Ltd	$53.6M	366,202	+207,766	ADD
201	Varma Mutual Pension Insurance Co	$53.5M	365,900	+32,730	ADD
202	Summit Trail Advisors, LLC	$52.8M	361,041	+79,111	ADD
203	Jain Global LLC	$52.3M	357,855	−7,468	TRIM
204	KESTRA PRIVATE WEALTH SERVICES, LLC	$52.3M	357,641	−1,256	TRIM
205	Utah Retirement Systems	$51.9M	355,140	−5,758	TRIM
206	Man Group plc	$51.0M	348,682	−532,651	TRIM
207	Kestra Advisory Services, LLC	$50.6M	345,923	+29,664	ADD
208	Global X Japan Co., Ltd.	$50.1M	342,508	+46,900	ADD
209	USS Investment Management Ltd	$49.7M	339,653	+6,058	ADD
210	Bank Julius Baer & Co. Ltd, Zurich	$49.0M	337,483	+78,325	ADD
211	Summit Financial, LLC	$48.3M	330,251	−18,710	TRIM
212	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$48.3M	330,157	+15,759	ADD
213	Marex Group Ltd	$47.2M	322,739	+262,461	ADD
214	CAPSTONE INVESTMENT ADVISORS, LLC	$46.9M	320,818	+264,762	ADD
215	KEYWISE CAPITAL MANAGEMENT (HK) Ltd	$46.8M	319,820	−1,715,410	TRIM
216	PRUDENTIAL PLC	$46.5M	318,181	+36,128	ADD
217	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$46.4M	317,329	+4,107	ADD
218	MILLENNIUM MANAGEMENT LLC	$46.2M	315,743	−659,657	TRIM
219	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$46.1M	314,832	−88,918	TRIM
220	LAZARD ASSET MANAGEMENT LLC	$45.8M	312,758	−3,467	TRIM
221	Vanguard Personalized Indexing Management, LLC	$45.6M	311,517	−3,868	TRIM
222	SHELTON CAPITAL MANAGEMENT	$45.0M	307,405	+13,453	ADD
223	Connor, Clark & Lunn Investment Management Ltd.	$43.9M	300,043	+177,292	ADD
224	INDEPENDENT FINANCIAL GROUP, LLC	$43.8M	299,614	—	NO PRIOR
225	ATALANTA SOSNOFF CAPITAL, LLC	$43.8M	299,350	+149,897	ADD
226	Investment Management Corp of Ontario	$42.8M	292,272	+62,897	ADD
227	Aware Super Pty Ltd as trustee of Aware Super	$42.4M	290,127	—	NO PRIOR
228	Elo Mutual Pension Insurance Co	$42.0M	287,385	+2,283	ADD
229	FORTRESS PRIVATE LEDGER, LLC	$40.9M	279,604	+14,353	ADD
230	IMC-Chicago, LLC	$40.7M	278,554	−323,299	TRIM
231	GILDER GAGNON HOWE & CO LLC	$40.3M	275,323	+33,604	ADD
232	COMMERCE BANK	$40.0M	273,736	−69,400	TRIM
233	STEPHENS INC /AR/	$39.1M	264,695	+11,751	ADD
234	U.S. Capital Wealth Advisors, LLC	$38.6M	263,561	+8,271	ADD
235	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$38.3M	261,531	−100	TRIM
236	OPPENHEIMER & CO INC	$38.2M	261,217	−37,936	TRIM
237	Jefferies Financial Group Inc.	$37.8M	258,544	+113,050	ADD
238	NLB Skladi, upravljanje premozenja, d.o.o.	$37.7M	257,872	−5,121	TRIM
239	Equitable Holdings, Inc.	$37.6M	216,619	+54,091	ADD
240	Wedmont Private Capital	$37.4M	265,373	+1,899	ADD
241	BSN Capital Partners Ltd	$37.4M	200,105	—	NO PRIOR
242	Beacon Pointe Advisors, LLC	$37.0M	253,075	+19,137	ADD
243	FACTORY MUTUAL INSURANCE CO	$36.5M	249,857	−26,500	TRIM
244	PEAK6 LLC	$35.7M	244,243	+98,705	ADD
245	ZACKS INVESTMENT MANAGEMENT	$35.7M	243,889	−2,733	TRIM
246	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$35.5M	242,941	−2,316	TRIM
247	United Capital Management of KS, Inc.	$35.2M	240,676	−447,216	TRIM
248	Silvant Capital Management LLC	$35.2M	240,330	−6,364	TRIM
249	Carroll Investors, Inc	$34.8M	237,697	+13,570	ADD
250	Sequoia Financial Advisors, LLC	$34.7M	236,896	+2,835	ADD
251	ASR Vermogensbeheer N.V.	$34.5M	236,043	+4,060	ADD
252	Norinchukin Bank, The	$34.4M	235,005	+8,133	ADD
253	Quadrature Capital Ltd	$34.4M	234,914	−380,373	TRIM
254	TUDOR INVESTMENT CORP ET AL	$33.9M	231,907	+55,400	ADD
255	COOKSON PEIRCE & CO INC	$33.4M	228,153	−16,606	TRIM
256	BLAIR WILLIAM & CO/IL	$33.0M	225,694	+28,990	ADD
257	Snowden Capital Advisors LLC	$32.5M	222,402	−33,833	TRIM
258	CIBC WORLD MARKET INC.	$32.3M	221,084	−61,425	TRIM
259	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$31.9M	218,328	−1,786,361	TRIM
260	Union Bancaire Privee, UBP SA	$31.4M	277,254	+25,541	ADD
261	Hedeker Wealth, LLC	$31.4M	214,888	+6,935	ADD
262	Chicago Capital, LLC	$30.3M	207,390	+639	ADD
263	Stratos Wealth Partners, LTD.	$30.3M	207,113	+2,842	ADD
264	SPIREPOINT PRIVATE CLIENT, LLC	$30.2M	206,589	+1,989	ADD
265	McGuire Investment Group, LLC	$30.2M	206,533	+1,244	ADD
266	Empowered Funds, LLC	$30.1M	205,588	−83,497	TRIM
267	Caprock Group, LLC	$29.5M	201,578	+1,346	ADD
268	M&T BANK CORP	$29.5M	201,572	−2,890	TRIM
269	GTS SECURITIES LLC	$29.3M	200,465	+41,836	ADD
270	Telemark Asset Management, LLC	$29.3M	200,000	+100,000	ADD
271	Privium Fund Management B.V.	$29.3M	200,000	0	NO CHANGE
272	Prospera Financial Services Inc	$29.2M	199,342	−28,147	TRIM
273	Concurrent Investment Advisors, LLC	$29.1M	198,702	+4,334	ADD
274	Allspring Global Investments Holdings, LLC	$28.4M	193,954	+2,361	ADD
275	Steward Partners Investment Advisory, LLC	$28.3M	193,429	−115,175	TRIM
276	SteelPeak Wealth, LLC	$27.6M	188,532	−25,552	TRIM
277	Federation des caisses Desjardins du Quebec	$27.5M	187,796	+36,412	ADD
278	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$27.2M	185,754	+185,754	NEW
279	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$27.1M	184,996	+17,970	ADD
280	Crossmark Global Holdings, Inc.	$26.2M	179,363	—	NO PRIOR
281	PROFUND ADVISORS LLC	$25.7M	175,926	−41,240	TRIM
282	Sloy Dahl & Holst, LLC	$25.2M	172,279	+3,517	ADD
283	SW Investment Management LLC	$24.9M	170,000	+7,000	ADD
284	Main Street Research LLC	$24.5M	167,647	−272,603	TRIM
285	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$24.3M	165,916	+4,868	ADD
286	Merit Financial Group, LLC	$24.3M	165,793	−13,013	TRIM
287	Rokos Capital Management LLP	$24.2M	165,748	+165,748	NEW
288	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$24.1M	164,866	−29,168	TRIM
289	Pathstone Holdings, LLC	$24.0M	163,861	−2,938	TRIM
290	WORLDQUANT MILLENNIUM ADVISORS LLC	$23.8M	162,614	−205,907	TRIM
291	Vinva Investment Management Ltd	$23.7M	172,322	+95,380	ADD
292	VestGen Advisors, LLC	$23.6M	173,790	+10,886	ADD
293	HOEY INVESTMENTS, INC	$23.4M	160,016	+20,372	ADD
294	Danica Pension, Livsforsikringsaktieselskab	$23.4M	159,953	+159,953	NEW
295	Aptus Capital Advisors, LLC	$23.3M	158,972	+11,724	ADD
296	Artisan Partners Limited Partnership	$22.8M	156,084	+156,084	NEW
297	E Fund Management Co., Ltd.	$22.7M	154,949	—	NO PRIOR
298	B. Riley Wealth Advisors, Inc.	$22.3M	161,887	−11,391	TRIM
299	KIECKHEFER GROUP LLC	$21.7M	148,505	+65	ADD
300	Brookstone Capital Management	$21.7M	148,247	+33,720	ADD
301	RPG Investment Advisory, LLC	$21.5M	147,212	+1,689	ADD
302	Allworth Financial LP	$21.4M	146,574	+58,989	ADD
303	Compagnie Lombard Odier SCmA	$21.2M	144,917	−25,725	TRIM
304	Clarity Financial LLC	$21.1M	144,481	−33,990	TRIM
305	FFG Partners, LLC	$20.9M	142,825	−13,902	TRIM
306	Osmosis Investment Management UK Ltd	$20.8M	142,533	+16,192	ADD
307	AlphaStar Capital Management, LLC	$20.6M	140,840	+81,327	ADD
308	KADENSA CAPITAL Ltd	$20.6M	140,832	+9,886	ADD
309	Advisors Asset Management, Inc.	$20.5M	139,872	+8,480	ADD
310	Forum Financial Management, LP	$20.4M	139,136	−14,619	TRIM
311	MIZUHO SECURITIES USA LLC	$20.2M	138,098	−28,232	TRIM
312	Orion Investment Co	$19.7M	134,804	+336	ADD
313	Independent Advisor Alliance	$19.7M	134,738	+10,668	ADD
314	Banco Santander, S.A.	$19.4M	132,477	+27,647	ADD
315	Itau Unibanco Holding S.A.	$19.3M	131,712	+8,926	ADD
316	Aquatic Capital Management LLC	$19.2M	131,577	−174,577	TRIM
317	Americana Partners, LLC	$19.1M	130,508	+63,672	ADD
318	OMERS ADMINISTRATION Corp	$19.0M	129,835	+34,852	ADD
319	Yarbrough Capital, LLC	$18.9M	129,443	+67,637	ADD
320	Bridgewater Associates, LP	$18.8M	128,186	+96,130	ADD
321	TD Waterhouse Canada Inc.	$18.7M	127,862	−163,075	TRIM
322	CTC LLC	$18.6M	127,488	−194,156	TRIM
323	Point72 Asset Management, L.P.	$18.5M	126,709	+126,709	NEW
324	FAGAN ASSOCIATES, INC.	$18.4M	125,980	−31,633	TRIM
325	Illinois Municipal Retirement Fund	$18.4M	125,695	+22,960	ADD
326	CWA Asset Management Group, LLC	$18.4M	125,557	−5,778	TRIM
327	MIRAE ASSET SECURITIES (USA) INC.	$18.3M	125,171	+24,709	ADD
328	Canvas Wealth Advisors, LLC	$17.7M	121,288	+4,755	ADD
329	WCG Wealth Advisors LLC	$17.7M	121,248	+24,499	ADD
330	JACOBS LEVY EQUITY MANAGEMENT, INC	$17.6M	120,620	−56,367	TRIM
331	LaFleur & Godfrey LLC	$17.6M	120,117	−3,096	TRIM
332	AFFINITY WEALTH MANAGEMENT LLC	$17.6M	120,103	−682	TRIM
333	Parisi Gray Wealth Management	$17.4M	119,174	−460	TRIM
334	SCOTIA CAPITAL INC.	$17.2M	117,843	−2,236	TRIM
335	Knollwood Investment Advisory, LLC	$17.1M	117,034	0	NO CHANGE
336	ODDO BHF ASSET MANAGEMENT SAS	$17.0M	116,489	+59,457	ADD
337	WASHINGTON TRUST BANK	$16.9M	115,639	+1,897	ADD
338	KING LUTHER CAPITAL MANAGEMENT CORP	$16.9M	115,511	+11,970	ADD
339	Carnegie Investment Counsel	$16.8M	114,551	+2,106	ADD
340	Lombard Odier Asset Management (Switzerland) SA	$16.3M	111,367	+8,800	ADD
341	PFG Investments, LLC	$16.3M	111,269	+8,830	ADD
342	Apollon Wealth Management, LLC	$16.2M	110,714	+5,479	ADD
343	WINTON GROUP Ltd	$16.1M	110,198	+110,198	NEW
344	Rockline Wealth Management, LLC	$16.1M	110,057	−4,615	TRIM
345	Maryland State Retirement & Pension System	$16.0M	109,619	+527	ADD
346	CANTOR FITZGERALD, L. P.	$15.8M	107,769	+79,571	ADD
347	Moors & Cabot, Inc.	$15.8M	107,762	−303	TRIM
348	BALYASNY ASSET MANAGEMENT L.P.	$15.7M	107,260	+63,353	ADD
349	Faithward Advisors, LLC	$15.6M	106,779	−4,229	TRIM
350	UMB Bank, n.a.	$15.6M	106,680	−17,506	TRIM
351	Dai-ichi Life Insurance Company, Ltd	$15.6M	106,597	−3,233	TRIM
352	EFG International AG	$15.6M	106,471	+17,748	ADD
353	NTV ASSET MANAGEMENT LLC	$15.5M	106,299	−10,360	TRIM
354	VERUS CAPITAL PARTNERS, LLC	$15.2M	104,010	+4,209	ADD
355	Vestmark Advisory Solutions, Inc.	$14.9M	101,816	+13,808	ADD
356	Envestnet Portfolio Solutions, Inc.	$14.8M	101,480	−3,944	TRIM
357	Archon Partners LLC	$14.6M	100,000	−15,000	TRIM
358	Iron Gate Global Advisors LLC	$14.6M	99,945	+12,414	ADD
359	OPPENHEIMER ASSET MANAGEMENT INC.	$14.6M	99,727	+34,218	ADD
360	United Advisor Group, LLC	$14.4M	98,577	+3,668	ADD
361	Capital Investment Counsel, Inc	$14.3M	97,942	+122	ADD
362	Teamwork Financial Advisors, LLC	$14.3M	97,906	+8,711	ADD
363	Purpose Unlimited Inc.	$14.2M	97,236	−15,780	TRIM
364	Metis Global Partners, LLC	$14.2M	96,853	−3,426	TRIM
365	HB Wealth Management, LLC	$14.1M	96,614	+7,666	ADD
366	FORTEM FINANCIAL GROUP, LLC	$14.1M	96,137	−2,600	TRIM
367	Orion Porfolio Solutions, LLC	$14.0M	96,007	−35,387	TRIM
368	J.W. COLE ADVISORS, INC.	$14.0M	95,977	−16,856	TRIM
369	Citizens Business Bank	$14.0M	95,492	−1,468	TRIM
370	Vise Technologies, Inc.	$13.9M	78,453	0	NO CHANGE
371	Perigon Wealth Management, LLC	$13.9M	95,102	+22,247	ADD
372	ABN AMRO INVESTMENT SOLUTIONS	$13.7M	93,835	+93,835	NEW
373	MUFG Securities EMEA plc	$13.7M	93,648	0	NO CHANGE
374	Inspire Investing, LLC	$13.6M	92,990	+91,656	ADD
375	DIVERSIFY WEALTH MANAGEMENT, LLC	$13.5M	98,060	+57,637	ADD
376	SIH Partners, LLLP	$13.3M	91,104	+26,688	ADD
377	OAK RIDGE INVESTMENTS LLC	$13.2M	90,041	+382	ADD
378	NFSG Corp	$13.1M	89,462	+7,276	ADD
379	MGO ONE SEVEN LLC	$13.0M	88,997	+31,500	ADD
380	Sigma Planning Corp	$13.0M	88,975	−16,559	TRIM
381	BURR FINANCIAL SERVICES, LLC	$13.0M	88,830	+18,034	ADD
382	DAVENPORT & Co LLC	$13.0M	88,712	+577	ADD
383	FIRST CITIZENS BANK & TRUST CO	$13.0M	88,706	−1,590	TRIM
384	Dynamic Advisor Solutions LLC	$13.0M	88,643	+5,794	ADD
385	Bleakley Financial Group, LLC	$12.9M	88,296	−2,101	TRIM
386	BENNINGFIELD FINANCIAL ADVISORS, LLC	$12.8M	87,440	−19,900	TRIM
387	Siemens Fonds Invest GmbH	$12.8M	87,314	−1,494	TRIM
388	Sustainable Insight Capital Management, LLC	$12.8M	87,239	−34,600	TRIM
389	FOUNDATIONS INVESTMENT ADVISORS, LLC	$12.7M	86,947	+9,541	ADD
390	Blue Sky Capital Consultants Group, Inc.	$12.7M	86,841	−4,611	TRIM
391	LMR Partners LLP	$12.7M	86,806	+70,657	ADD
392	Rakuten Securities, Inc.	$12.6M	85,917	−17,961	TRIM
393	Kovack Advisors, Inc.	$12.4M	83,906	−10,882	TRIM
394	Mitsubishi UFJ Trust & Banking Corp	$12.4M	84,701	+24,260	ADD
395	MEANS INVESTMENT CO., INC.	$12.3M	84,284	−293	TRIM
396	BENJAMIN EDWARDS INC	$12.2M	83,686	+6,874	ADD
397	Cyndeo Wealth Partners, LLC	$12.2M	83,474	−872	TRIM
398	TOKIO MARINE ASSET MANAGEMENT CO LTD	$12.2M	83,271	+3,724	ADD
399	Voleon Capital Management LP	$12.1M	82,857	+34,034	ADD
400	Tower Research Capital LLC (TRC)	$12.0M	82,056	−88,770	TRIM
401	SIERRA SUMMIT ADVISORS LLC	$11.9M	81,092	+81,092	NEW
402	Advisors Capital Management, LLC	$11.8M	80,707	+51	ADD
403	ELLERSON GROUP INC /ADV	$11.6M	79,572	−386	TRIM
404	AGP FRANKLIN, LLC	$11.6M	79,570	+20,651	ADD
405	FIL Ltd	$11.6M	79,429	−12,921	TRIM
406	Capital Wealth Planning, LLC	$11.5M	78,607	+35,193	ADD
407	Spire Wealth Management	$11.5M	78,536	−6,699	TRIM
408	Patriot Financial Group Insurance Agency, LLC	$11.4M	77,968	+40,342	ADD
409	D.A. DAVIDSON & CO.	$11.3M	77,589	−2,423	TRIM
410	Callan Family Office, LLC	$11.2M	76,707	+16,645	ADD
411	Sowell Financial Services LLC	$11.2M	76,683	+4,186	ADD
412	Henson-Edgewater Management, LLC	$11.2M	76,678	+2,404	ADD
413	Leonteq Securities AG	$11.2M	76,488	+10,683	ADD
414	PKO Investment Management Joint-Stock Co	$11.1M	76,000	+1,000	ADD
415	Independent Solutions Wealth Management, LLC	$11.1M	75,690	−3,520	TRIM
416	Owen LaRue, LLC	$11.1M	75,559	−3,572	TRIM
417	Bosman Wealth Management, LLC	$11.0M	75,490	−7,862	TRIM
418	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$11.0M	75,283	+75,283	NEW
419	Meeder Advisory Services, Inc.	$10.9M	74,830	−758	TRIM
420	SAPIENT CAPITAL LLC	$10.9M	74,784	−26,164	TRIM
421	Caitong International Asset Management Co., Ltd	$10.9M	74,684	+24,700	ADD
422	Focus Partners Advisor Solutions, LLC	$10.9M	74,646	−2,136	TRIM
423	MAI Capital Management	$10.8M	74,170	+12,514	ADD
424	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$10.7M	73,093	+104	ADD
425	Compound Planning, Inc.	$10.7M	72,936	−12,381	TRIM
426	AXXCESS WEALTH MANAGEMENT, LLC	$10.6M	73,285	−45,066	TRIM
427	Generali Asset Management SPA SGR	$10.6M	72,695	−1,655	TRIM
428	SIGNATUREFD, LLC	$10.5M	72,046	+2,045	ADD
429	McBroom & Associates, LLC	$10.5M	71,781	−7,772	TRIM
430	Atria Investments, Inc	$10.4M	71,190	−3,181	TRIM
431	NewEdge Wealth, LLC	$10.4M	71,134	+12,861	ADD
432	SEVEN GRAND MANAGERS, LLC	$10.4M	71,000	0	NO CHANGE
433	CHOREO, LLC	$10.3M	70,666	+3,549	ADD
434	Cache Advisors, LLC	$10.1M	69,078	+9,124	ADD
435	Venture Visionary Partners LLC	$10.1M	69,055	−4,935	TRIM
436	TOCQUEVILLE ASSET MANAGEMENT L.P.	$10.0M	68,692	−878	TRIM
437	Trifecta Capital Advisors, LLC	$10.0M	68,691	+445	ADD
438	Ashton Thomas Private Wealth, LLC	$10.0M	68,662	−23,347	TRIM
439	Laird Norton Wetherby Trust Company, LLC	$10.0M	68,303	+1,711	ADD
440	Mubadala Investment Co PJSC	$10.0M	68,146	+68,146	NEW
441	MARK SHEPTOFF FINANCIAL PLANNING, LLC	$10.0M	73,309	+460	ADD
442	HUB Investment Partners, LLC	$9.9M	67,536	+29,568	ADD
443	CAMBIENT FAMILY OFFICE, LLC	$9.9M	67,459	+4,181	ADD
444	Transamerica Financial Advisors, LLC	$9.8M	67,243	+2,399	ADD
445	GABLES CAPITAL MANAGEMENT INC.	$9.8M	66,998	−4,450	TRIM
446	Pine Valley Investments Ltd Liability Co	$9.8M	66,750	+1,167	ADD
447	Elite Wealth Management, Inc.	$9.6M	65,939	+65,939	NEW
448	Gunderson Capital Management LLC	$9.6M	65,808	+25,142	ADD
449	Meiji Yasuda Asset Management Co Ltd.	$9.6M	65,506	+11,875	ADD
450	Weiss Asset Management LP	$9.6M	65,400	+65,400	NEW
451	Indivisible Partners	$9.6M	65,386	−2,356	TRIM
452	CORNERSTONE ENTERPRISES, LLC	$9.6M	65,346	+2,542	ADD
453	Aragon Global Management, LP	$9.5M	64,940	−65,880	TRIM
454	GFS Advisors, LLC	$9.5M	57,565	+40,225	ADD
455	North Dakota State Investment Board	$9.4M	64,372	−11,593	TRIM
456	Larson Financial Group LLC	$9.4M	64,354	+5,896	ADD
457	Sun Group Wealth Partners	$9.3M	63,456	+352	ADD
458	Verition Fund Management LLC	$9.3M	63,395	−554,494	TRIM
459	PDT Partners, LLC	$9.3M	63,363	0	NO CHANGE
460	Mutual Advisors, LLC	$9.3M	63,360	−6,329	TRIM
461	PRINCIPAL SECURITIES, INC.	$9.2M	63,194	+6,519	ADD
462	ALLIANZ SE	$9.2M	62,765	−14,490	TRIM
463	Riggs Asset Managment Co. Inc.	$9.2M	62,645	−398	TRIM
464	SECURIAN ASSET MANAGEMENT, INC	$9.1M	61,970	−145	TRIM
465	BAKER TILLY WEALTH MANAGEMENT, LLC	$9.0M	61,490	+40,073	ADD
466	Harvest Investment Services, LLC	$8.9M	61,078	−6,875	TRIM
467	Gladstone Institutional Advisory LLC	$8.9M	61,070	−7,008	TRIM
468	Ausdal Financial Partners, Inc.	$8.9M	60,764	−617	TRIM
469	Legacy Bridge, LLC	$8.9M	60,520	+1,708	ADD
470	H&H International Investment, LLC	$8.8M	60,000	+60,000	NEW
471	GREAT VALLEY ADVISOR GROUP, INC.	$8.6M	58,752	+11,554	ADD
472	Heirloom Wealth Management	$8.6M	58,737	+58,737	NEW
473	Deuterium Capital Management, LLC	$8.6M	58,630	0	NO CHANGE
474	Assenagon Asset Management S.A.	$8.4M	57,447	−2,565	TRIM
475	Titan Wealth (CI) Ltd	$8.3M	57,066	+57,066	NEW
476	Steadview Capital Management LLC	$8.3M	56,900	+56,900	NEW
477	Western Wealth Management, LLC	$8.3M	56,801	+56,801	NEW
478	LAKE STREET PRIVATE WEALTH, LLC	$8.3M	56,718	+1,512	ADD
479	Intellectus Partners, LLC	$8.3M	56,645	−86	TRIM
480	Evolution Wealth Advisors, LLC	$8.2M	56,016	+1,627	ADD
481	Private Wealth Management Group, LLC	$8.1M	55,541	−125	TRIM
482	Vest Financial, LLC	$7.9M	54,131	+39,352	ADD
483	Belvedere Trading LLC	$7.9M	54,016	−59,873	TRIM
484	DENALI ADVISORS LLC	$7.8M	53,662	+40	ADD
485	Aft, Forsyth & Sober, LLC	$7.8M	53,000	0	NO CHANGE
486	Kingsman Wealth Management, Inc.	$7.7M	52,718	−8,104	TRIM
487	Badgley Phelps Wealth Managers, LLC	$7.7M	52,707	+52,707	NEW
488	Circle Wealth Management, LLC	$7.7M	52,588	−2,300	TRIM
489	IronBridge Private Wealth, LLC	$7.6M	51,992	+1,761	ADD
490	MARIETTA INVESTMENT PARTNERS LLC	$7.6M	51,756	+1,186	ADD
491	BYRNE FINANCIAL FREEDOM, LLC	$7.5M	51,426	+519	ADD
492	Science & Technology Partners, L.P.	$7.5M	51,265	+26,715	ADD
493	Tradition Wealth Management, LLC	$7.5M	51,143	−102	TRIM
494	COLDSTREAM CAPITAL MANAGEMENT INC	$7.5M	50,944	+8,676	ADD
495	WealthPlan Investment Management, LLC	$7.4M	50,852	+13,302	ADD
496	MONEY CONCEPTS CAPITAL CORP	$7.4M	50,458	−1,989	TRIM
497	World Investment Advisors	$7.3M	50,226	+1,252	ADD
498	MORGENS WATERFALL VINTIADIS & CO INC	$7.3M	50,000	0	NO CHANGE
499	STRATEGIC PLANNING GROUP, LLC	$7.3M	49,950	+1,934	ADD
500	FIDELIS CAPITAL PARTNERS, LLC	$7.3M	49,843	−1,005	TRIM

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

Congress ↔ notable managers · PLTR

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

Congress · last 90 days

Buyers: 3 Alan Armstrong R–OK, Gilbert Ray Cisneros, Jr. D–CA-31, Michael A. Rulli R–OH-6 $17K–$80K
Sellers: 1 Michael A. Rulli R–OH-6 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding: 3 Gotham Asset Management, Tudor Investment Corp, Bridgewater Associates $131M held
Trimming: 1 Caxton Associates $5.2M held

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

Merged timeline of congressional filings and notable-manager moves on PLTR
Date	Who	Change	Size
2026-09-04	Gilbert Ray Cisneros, Jr. Congress	BUY	$1K–$15K
2026-08-07	Michael A. Rulli Congress	SELL	$1K–$15K
2026-08-07	Michael A. Rulli Congress	BUY	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$15K–$50K
2026-05-15	Gotham Asset Management 13F	ADD	+86,390 sh
2026-05-15	Tudor Investment Corp 13F	ADD	+55,400 sh
2026-05-15	Bridgewater Associates 13F	ADD	+96,130 sh
2026-05-14	Caxton Associates 13F	TRIM	−59,316 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

15 members of Congress disclosed PLTR — 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).