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 ↗

Charles Schwab Corp/The - US · Equity · quarter ended 2026-03-31 · 27 members disclosed SCHW ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,775 holders are listed, largest first: 1,775
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $115B
holders whose share count rose or who opened the position (new + add), by shares: 878
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 181

Holders — quarter ended 2026-03-31

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

13F holders of SCHW ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$12.5B	133,156,556	−1,011,277	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$10.2B	108,353,995	—	NO PRIOR
3	DODGE & COX	$7.0B	75,002,881	−1,511,045	TRIM
4	JPMORGAN CHASE & CO	$6.9B	73,848,142	+6,657,227	ADD
5	STATE STREET CORP	$6.8B	72,763,682	+137,174	ADD
6	GEODE CAPITAL MANAGEMENT, LLC	$3.6B	38,692,266	+1,024,626	ADD
7	FMR LLC	$3.4B	35,688,169	+1,853,937	ADD
8	FRANKLIN RESOURCES INC	$3.0B	31,825,622	+1,641,253	ADD
9	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.5B	26,572,070	—	NO PRIOR
10	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$2.3B	14,521,887	−844,981	TRIM
11	PRIMECAP MANAGEMENT CO/CA/	$2.2B	23,441,915	+165,844	ADD
12	MORGAN STANLEY	$2.1B	22,033,942	−1,199,293	TRIM
13	HARRIS ASSOCIATES L P	$2.0B	21,812,476	−219,017	TRIM
14	Artisan Partners Limited Partnership	$1.6B	17,451,048	+244,712	ADD
15	Invesco Ltd.	$1.6B	16,956,980	+531,401	ADD
16	NORTHERN TRUST CORP	$1.5B	16,360,776	−235,824	TRIM
17	Bank of New York Mellon Corp	$1.5B	16,162,082	+3,009,884	ADD
18	BANK OF AMERICA CORP /DE/	$1.5B	15,623,030	+530,191	ADD
19	VIKING GLOBAL INVESTORS LP	$1.4B	14,664,954	+792,049	ADD
20	ALLIANCEBERNSTEIN L.P.	$1.3B	12,529,509	−656,330	TRIM
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.1B	11,875,673	+635,608	ADD
22	Legal & General Group Plc	$947M	10,072,164	+501,328	ADD
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$901M	9,590,282	+222,464	ADD
24	VANGUARD FIDUCIARY TRUST CO	$885M	9,419,188	—	NO PRIOR
25	BROWN ADVISORY INC	$859M	9,142,065	−3,053,368	TRIM
26	AMERIPRISE FINANCIAL INC	$824M	8,773,763	−292,690	TRIM
27	Baird Financial Group, Inc.	$794M	8,445,361	+8,445,361	NEW
28	BAMCO INC /NY/	$701M	7,464,316	+404,007	ADD
29	Nuveen, LLC	$565M	6,008,689	+201,580	ADD
30	UBS Group AG	$543M	5,779,000	−1,586,471	TRIM
31	DIMENSIONAL FUND ADVISORS LP	$540M	5,742,934	+60,979	ADD
32	ENVESTNET ASSET MANAGEMENT INC	$528M	5,622,983	+183,349	ADD
33	Amundi	$525M	5,585,640	−885,636	TRIM
34	Boston Partners	$516M	5,486,614	+828,348	ADD
35	TWO SIGMA INVESTMENTS, LP	$504M	5,360,299	+2,781,144	ADD
36	DEUTSCHE BANK AG\	$499M	5,313,406	−677,797	TRIM
37	ROYAL BANK OF CANADA	$457M	4,863,249	−189,370	TRIM
38	Ruane, Cunniff & Goldfarb L.P.	$443M	4,714,780	−880,168	TRIM
39	National Pension Service	$421M	4,484,110	+4,484,110	NEW
40	BARCLAYS PLC	$390M	4,150,832	−88,542	TRIM
41	FARALLON CAPITAL MANAGEMENT, L.L.C.	$372M	3,955,657	—	NO PRIOR
42	Mitsubishi UFJ Asset Management Co., Ltd.	$358M	3,805,944	+240,281	ADD
43	Vanguard Global Advisers, LLC	$344M	3,660,894	—	NO PRIOR
44	CANADA PENSION PLAN INVESTMENT BOARD	$340M	3,619,439	−511,561	TRIM
45	NORDEA INVESTMENT MANAGEMENT AB	$340M	3,672,084	+234,862	ADD
46	WELLS FARGO & COMPANY/MN	$336M	3,575,897	+333,103	ADD
47	LONDON CO OF VIRGINIA	$335M	3,569,280	−536,713	TRIM
48	Sumitomo Mitsui Trust Group, Inc.	$334M	3,552,425	−271,172	TRIM
49	RPTC Inc.	$331M	3,522,501	0	NO CHANGE
50	Capital International Investors	$327M	3,478,107	+954,032	ADD
51	HSBC HOLDINGS PLC	$322M	3,424,044	−4,487,904	TRIM
52	FIRST TRUST ADVISORS LP	$317M	3,377,185	+759,220	ADD
53	Newlands Management Operations LLC	$300M	3,196,166	0	NO CHANGE
54	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$284M	3,026,417	−603,645	TRIM
55	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$277M	2,952,078	−337,555	TRIM
56	VOYA INVESTMENT MANAGEMENT LLC	$274M	2,914,756	+1,235,349	ADD
57	VANGUARD ASSET MANAGEMENT, Ltd	$274M	2,911,924	—	NO PRIOR
58	LAZARD ASSET MANAGEMENT LLC	$269M	2,863,815	+248,789	ADD
59	PRINCIPAL FINANCIAL GROUP INC	$268M	2,851,720	−332,933	TRIM
60	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$262M	2,786,512	+1,081,382	ADD
61	BANK OF MONTREAL /CAN/	$260M	2,766,281	−269,313	TRIM
62	GENERATION INVESTMENT MANAGEMENT LLP	$258M	2,743,703	−5,104,014	TRIM
63	Neuberger Berman Group LLC	$257M	2,737,546	+325,582	ADD
64	RAYMOND JAMES FINANCIAL INC	$257M	2,732,183	+319,214	ADD
65	D. E. Shaw & Co., Inc.	$246M	2,615,813	−5,326,261	TRIM
66	AMERICAN CENTURY COMPANIES INC	$243M	2,582,066	−240,058	TRIM
67	CITADEL ADVISORS LLC	$239M	2,547,748	−2,183,360	TRIM
68	PRUDENTIAL FINANCIAL INC	$238M	2,531,834	+246,682	ADD
69	Ensign Peak Advisors, Inc	$226M	2,406,428	−303,936	TRIM
70	D1 Capital Partners L.P.	$222M	2,357,390	−797,400	TRIM
71	US BANCORP \DE\	$215M	2,289,327	−5,042	TRIM
72	Focus Partners Wealth	$212M	2,254,162	+152,699	ADD
73	Darsana Capital Partners LP	$211M	2,250,000	0	NO CHANGE
74	Allianz Asset Management GmbH	$202M	2,152,500	+539,064	ADD
75	Mariner, LLC	$199M	2,121,331	+1,566,744	ADD
76	Janus Henderson Group Ltd.	$195M	2,074,704	−4,787,886	TRIM
77	Connor, Clark & Lunn Investment Management Ltd.	$194M	2,062,821	+489,118	ADD
78	Assenagon Asset Management S.A.	$193M	2,053,208	−42,515	TRIM
79	Qube Research & Technologies Ltd	$192M	2,043,206	+532,322	ADD
80	BNP Paribas Asset Management Holding S.A.	$192M	2,041,408	+776,043	ADD
81	CIBC Bancorp USA Inc.	$192M	2,038,905	—	NO PRIOR
82	AQR CAPITAL MANAGEMENT LLC	$188M	2,004,744	−321,205	TRIM
83	CITIGROUP INC	$181M	1,924,086	+358,096	ADD
84	SEI INVESTMENTS CO	$181M	1,924,005	+432,187	ADD
85	Bank Julius Baer & Co. Ltd, Zurich	$180M	1,914,767	+305,368	ADD
86	LPL Financial LLC	$169M	1,793,721	+12,574	ADD
87	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$168M	1,790,965	−185,031	TRIM
88	Route One Investment Company, L.P.	$158M	1,682,243	−156,100	TRIM
89	ADAGE CAPITAL PARTNERS GP, L.L.C.	$157M	1,666,339	−43,300	TRIM
90	Avantyr Capital Partners, LP	$153M	1,624,191	−152,559	TRIM
91	Giverny Capital Inc.	$144M	1,536,206	−49,455	TRIM
92	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$140M	1,489,293	−226	TRIM
93	AVIVA PLC	$139M	1,478,682	+35,396	ADD
94	JANE STREET GROUP, LLC	$138M	1,465,243	+849,110	ADD
95	Aberdeen Group plc	$136M	1,442,694	+95,755	ADD
96	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$135M	1,431,816	−565,784	TRIM
97	Cerity Partners LLC	$133M	1,413,351	+300,102	ADD
98	MARKEL GROUP INC.	$130M	1,383,800	+8,000	ADD
99	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	$129M	1,374,120	+1,374,120	NEW
100	FEDERATED HERMES, INC.	$127M	1,346,144	+574,442	ADD
101	ROYAL LONDON ASSET MANAGEMENT LTD	$125M	1,333,901	+1,364	ADD
102	TRUIST FINANCIAL CORP	$124M	1,322,295	−87,633	TRIM
103	PARK PRESIDIO CAPITAL LLC	$121M	1,291,457	+197,834	ADD
104	PARNASSUS INVESTMENTS, LLC	$121M	1,284,730	−12,095	TRIM
105	ATALANTA SOSNOFF CAPITAL, LLC	$119M	1,270,461	−39,227	TRIM
106	Universal- Beteiligungs- und Servicegesellschaft mbH	$119M	1,265,779	+20,032	ADD
107	Findlay Park Partners LLP	$117M	1,243,069	−498,400	TRIM
108	Korea Investment CORP	$114M	1,212,883	−115,422	TRIM
109	SCHRODER INVESTMENT MANAGEMENT GROUP	$114M	1,223,554	+63,473	ADD
110	North Peak Capital Management, LLC	$113M	1,201,613	−33,069	TRIM
111	BRISTOL JOHN W & CO INC /NY/	$110M	1,173,937	−14,052	TRIM
112	STIFEL FINANCIAL CORP	$107M	1,139,404	+95,890	ADD
113	Retirement Systems of Alabama	$106M	1,131,480	−630	TRIM
114	VICTORY CAPITAL MANAGEMENT INC	$106M	1,126,631	+174,506	ADD
115	NATIONAL BANK OF CANADA /FI/	$106M	1,125,656	−68,801	TRIM
116	PFA Pension, Forsikringsaktieselskab	$105M	1,118,735	+1,118,735	NEW
117	ASSETMARK, INC	$105M	1,113,927	+106,214	ADD
118	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$101M	1,075,389	+1,075,389	NEW
119	AustralianSuper Pty Ltd	$96.2M	1,023,621	−338,048	TRIM
120	Zurcher Kantonalbank (Zurich Cantonalbank)	$94.6M	1,006,480	+1,006,480	NEW
121	STOREBRAND ASSET MANAGEMENT AS	$93.7M	997,145	—	NO PRIOR
122	Quantinno Capital Management LP	$93.2M	991,262	+178,161	ADD
123	CRAWFORD INVESTMENT COUNSEL INC	$92.7M	986,317	−19,615	TRIM
124	Robeco Institutional Asset Management B.V.	$90.6M	964,459	−548,606	TRIM
125	Pictet Asset Management Holding SA	$89.9M	956,500	−42,935	TRIM
126	Woodline Partners LP	$88.7M	943,406	+657,422	ADD
127	JUPITER ASSET MANAGEMENT LTD	$88.3M	939,505	+142,147	ADD
128	STATE OF WISCONSIN INVESTMENT BOARD	$87.4M	930,463	+18,897	ADD
129	CIBC WORLD MARKET INC.	$85.5M	910,142	+656,399	ADD
130	APG Asset Management N.V.	$84.0M	1,030,160	−15,952	TRIM
131	BLAIR WILLIAM & CO/IL	$83.7M	890,345	+172,882	ADD
132	Swiss Life Asset Management Ltd	$83.1M	623,162	+215,983	ADD
133	Sterling Capital Management LLC	$80.3M	854,648	−95,150	TRIM
134	MACKENZIE FINANCIAL CORP	$79.9M	850,400	+205,348	ADD
135	Vanguard Investments Australia, Ltd.	$79.0M	840,139	—	NO PRIOR
136	Chevy Chase Trust Holdings, LLC	$78.5M	835,382	−28,556	TRIM
137	Carnegie Investment Counsel	$77.3M	843,977	+40,276	ADD
138	BALYASNY ASSET MANAGEMENT L.P.	$76.4M	813,449	−1,909,998	TRIM
139	THORNBURG INVESTMENT MANAGEMENT INC	$76.1M	809,560	+54,672	ADD
140	Corient Private Wealth LLC	$75.3M	805,140	−814,816	TRIM
141	Swedbank AB	$74.8M	796,022	+7,806	ADD
142	NFJ INVESTMENT GROUP, LLC	$73.5M	782,278	−92,077	TRIM
143	Brevan Howard Capital Management LP	$72.3M	781,655	+778,503	ADD
144	Candriam S.C.A.	$71.8M	764,475	+99,115	ADD
145	Paralel Advisors LLC	$70.5M	750,000	0	NO CHANGE
146	BARR E S & CO	$70.1M	746,127	−10,761	TRIM
147	TD ASSET MANAGEMENT INC	$69.8M	742,694	+10,047	ADD
148	Alyeska Investment Group, L.P.	$69.6M	740,097	+740,097	NEW
149	Creative Planning	$69.5M	739,717	+60,482	ADD
150	FIL Ltd	$69.4M	738,461	+12,368	ADD
151	Allspring Global Investments Holdings, LLC	$68.9M	746,230	+3,227	ADD
152	NOMURA ASSET MANAGEMENT CO LTD	$68.7M	731,379	+124,062	ADD
153	Asset Management One Co., Ltd.	$68.6M	729,703	−7,483	TRIM
154	BECKER CAPITAL MANAGEMENT INC	$68.5M	728,994	−6,551	TRIM
155	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$68.2M	726,072	+726,072	NEW
156	EQUITY INVESTMENT CORP	$66.3M	705,480	−282,593	TRIM
157	SUMMITRY LLC	$66.2M	704,917	−2,369	TRIM
158	HughesLittle Investment Management Ltd.	$66.1M	703,529	−48,533	TRIM
159	CENTRAL SECURITIES CORP	$65.8M	700,000	−100,000	TRIM
160	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$64.6M	705,118	−447,723	TRIM
161	Freestone Grove Partners LP	$64.0M	680,818	−386,872	TRIM
162	TORONTO DOMINION BANK	$63.3M	673,095	−119,506	TRIM
163	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$62.7M	667,534	−13,753	TRIM
164	MILLENNIUM MANAGEMENT LLC	$61.2M	651,507	−2,974,387	TRIM
165	PANAGORA ASSET MANAGEMENT INC	$60.2M	640,218	−84,222	TRIM
166	Man Group plc	$59.8M	636,197	−614,891	TRIM
167	Cetera Investment Advisers	$58.3M	620,584	+84,413	ADD
168	Heron Bay Capital Management	$57.8M	614,582	+374,376	ADD
169	Azora Capital LP	$55.4M	589,547	+322,352	ADD
170	State of New Jersey Common Pension Fund D	$54.6M	580,642	−13,003	TRIM
171	MML INVESTORS SERVICES, LLC	$54.0M	575,017	−117,168	TRIM
172	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$52.0M	553,484	−2,077,263	TRIM
173	CORDA Investment Management, LLC.	$52.0M	553,189	−16,446	TRIM
174	Tredje AP-fonden	$52.0M	552,898	+369,498	ADD
175	Lansforsakringar Fondforvaltning AB (publ)	$51.9M	552,770	−57,783	TRIM
176	Squarepoint Ops LLC	$51.9M	552,417	−474,648	TRIM
177	Vident Advisory, LLC	$51.7M	549,823	−23,325	TRIM
178	CIBC Asset Management Inc	$50.9M	542,325	+127,512	ADD
179	Crossmark Global Holdings, Inc.	$50.2M	533,839	—	NO PRIOR
180	Delta Global Management LP	$50.1M	533,493	−39,523	TRIM
181	Resona Asset Management Co.,Ltd.	$50.0M	533,498	+687	ADD
182	Coronation Fund Managers Ltd.	$49.9M	530,439	+66,960	ADD
183	Mediolanum International Funds Ltd	$48.2M	518,184	+52,771	ADD
184	Provident Investment Management, Inc.	$48.0M	510,493	−3,434	TRIM
185	ASSOCIATED BANC-CORP	$47.7M	507,705	+3,583	ADD
186	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$47.5M	505,833	+339,046	ADD
187	CASTLEARK MANAGEMENT LLC	$47.4M	504,053	−118,482	TRIM
188	Lido Advisors, LLC	$47.2M	502,606	−30,269	TRIM
189	TEACHER RETIREMENT SYSTEM OF TEXAS	$45.8M	487,504	−163,855	TRIM
190	Holocene Advisors, LP	$45.2M	481,172	−201,469	TRIM
191	FIFTH THIRD BANCORP	$45.1M	479,557	+337,999	ADD
192	PUBLIC SECTOR PENSION INVESTMENT BOARD	$44.7M	475,155	−150,233	TRIM
193	BANK OF NOVA SCOTIA	$44.3M	470,918	−839,501	TRIM
194	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$44.1M	469,701	−138,725	TRIM
195	FIRST MANHATTAN CO. LLC.	$43.6M	464,103	+3,661	ADD
196	SEB Asset Management AB	$43.6M	464,096	—	NO PRIOR
197	Arizona State Retirement System	$43.5M	462,555	−29,558	TRIM
198	Mount Capital Ltd	$43.3M	460,278	−64,200	TRIM
199	Crown Oak Advisors, LLC	$43.2M	459,669	+35	ADD
200	Czech National Bank	$42.8M	454,905	+14,466	ADD
201	OSAIC HOLDINGS, INC.	$42.6M	452,976	+53,641	ADD
202	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$42.0M	446,811	+170,351	ADD
203	Cresset Asset Management, LLC	$41.6M	442,836	+7,656	ADD
204	Jain Global LLC	$41.5M	441,328	−209,429	TRIM
205	STATE OF MICHIGAN RETIREMENT SYSTEM	$41.0M	436,366	−900	TRIM
206	EP Wealth Advisors, LLC	$40.8M	434,575	+128,528	ADD
207	WELLINGTON MANAGEMENT GROUP LLP	$40.8M	433,625	+418,635	ADD
208	D.A. DAVIDSON & CO.	$40.4M	430,319	+20,127	ADD
209	BERKSHIRE ASSET MANAGEMENT LLC/PA	$38.2M	406,658	+1,293	ADD
210	Rafferty Asset Management, LLC	$38.2M	406,086	−103,409	TRIM
211	ARIEL INVESTMENTS, LLC	$37.9M	402,927	+60,652	ADD
212	Cercano Management LLC	$36.7M	390,217	0	NO CHANGE
213	NorthCoast Asset Management LLC	$36.6M	389,565	−24,202	TRIM
214	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$36.6M	389,361	+59,078	ADD
215	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$36.6M	389,089	+563	ADD
216	Smith Group Asset Management, LLC	$36.3M	385,975	+24,971	ADD
217	HighTower Advisors, LLC	$36.1M	383,653	+17,046	ADD
218	NATIXIS	$35.7M	380,264	+220,424	ADD
219	ALLEN OPERATIONS LLC	$35.7M	380,215	0	NO CHANGE
220	KING LUTHER CAPITAL MANAGEMENT CORP	$34.3M	364,449	+66,196	ADD
221	XPONANCE LLC	$34.0M	362,174	+35,172	ADD
222	ProShare Advisors LLC	$33.7M	358,842	−16,077	TRIM
223	ROCKLAND TRUST CO	$33.6M	357,176	+87,204	ADD
224	PICTON MAHONEY ASSET MANAGEMENT	$33.2M	353,629	−4,722	TRIM
225	North Reef Capital Management LP	$32.9M	350,000	+350,000	NEW
226	Rockefeller Capital Management L.P.	$32.8M	349,334	−14,994	TRIM
227	Longaeva Partners L.P.	$32.8M	349,153	+349,153	NEW
228	Zurich Insurance Group Ltd/FI	$32.8M	348,675	−11,443	TRIM
229	RENAISSANCE GROUP LLC	$32.4M	344,535	−5,355	TRIM
230	IFM Investors Pty Ltd	$32.3M	343,576	+6,841	ADD
231	Sequoia Financial Advisors, LLC	$32.2M	343,001	−16,001	TRIM
232	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$32.2M	343,069	−15,485	TRIM
233	Calamos Advisors LLC	$31.4M	334,174	0	NO CHANGE
234	MERCER GLOBAL ADVISORS INC /ADV	$31.0M	329,593	−11,387	TRIM
235	Capital Research Global Investors	$31.0M	329,573	−876	TRIM
236	FLPUTNAM INVESTMENT MANAGEMENT CO	$30.3M	321,887	−7,544	TRIM
237	Quinn Opportunity Partners LLC	$30.1M	320,000	+221,000	ADD
238	INTECH INVESTMENT MANAGEMENT LLC	$30.0M	319,604	−151,804	TRIM
239	Mirae Asset Global Investments Co., Ltd.	$30.0M	319,582	+33,851	ADD
240	Eurizon Capital SGR S.p.A.	$29.9M	318,286	−34,089	TRIM
241	Daiwa Securities Group Inc.	$29.6M	314,809	−19,023	TRIM
242	Engineers Gate Manager LP	$29.4M	312,641	+179,707	ADD
243	GATEWAY INVESTMENT ADVISERS LLC	$29.3M	311,324	−67,805	TRIM
244	Varma Mutual Pension Insurance Co	$29.2M	310,181	0	NO CHANGE
245	Hardman Johnston Global Advisors LLC	$28.3M	301,580	−28,299	TRIM
246	MKP Capital Management, L.L.C.	$28.2M	300,000	+300,000	NEW
247	MACQUARIE GROUP LTD	$27.9M	297,282	−88,513	TRIM
248	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$27.3M	290,683	+26,695	ADD
249	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$27.3M	290,360	−255,644	TRIM
250	USS Investment Management Ltd	$27.1M	288,035	+12,789	ADD
251	TITAN GLOBAL CAPITAL MANAGEMENT USA LLC	$26.6M	283,500	+1,536	ADD
252	Interval Partners, LP	$25.9M	275,362	+275,362	NEW
253	CREDIT AGRICOLE S A	$25.6M	272,509	−401,725	TRIM
254	Utah Retirement Systems	$25.5M	271,515	−10,458	TRIM
255	CLOUGH CAPITAL PARTNERS L P	$25.5M	270,966	−54,572	TRIM
256	Federation des caisses Desjardins du Quebec	$25.0M	266,271	−108,327	TRIM
257	COMMONWEALTH EQUITY SERVICES, LLC	$25.0M	265,765	−18,875	TRIM
258	Midwest Trust Co	$24.5M	260,342	−2,036	TRIM
259	TUDOR INVESTMENT CORP ET AL	$24.4M	260,000	+260,000	NEW
260	Steward Partners Investment Advisory, LLC	$24.2M	257,219	+66,014	ADD
261	Andra AP-fonden	$24.1M	256,672	+57,306	ADD
262	PAR CAPITAL MANAGEMENT INC	$23.8M	253,300	−658,700	TRIM
263	W.G. Shaheen & Associates DBA Whitney & Co	$23.7M	252,183	+3,195	ADD
264	ARGENT CAPITAL MANAGEMENT LLC	$23.6M	250,749	+250,749	NEW
265	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$23.3M	248,325	+19,320	ADD
266	MAIRS & POWER INC	$23.3M	247,732	−25,625	TRIM
267	QRG CAPITAL MANAGEMENT, INC.	$23.3M	247,728	+37,899	ADD
268	Trexquant Investment LP	$23.3M	247,455	+201,470	ADD
269	Rakuten Investment Management, Inc.	$23.2M	249,096	+26,777	ADD
270	Clearstead Advisors, LLC	$23.2M	246,338	+4,509	ADD
271	Banco Santander, S.A.	$22.8M	242,842	−8,711	TRIM
272	Talbot Financial, LLC	$22.8M	242,166	+50,544	ADD
273	Point72 Asset Management, L.P.	$22.6M	240,702	−2,402,088	TRIM
274	NEOS Investment Management LLC	$22.5M	239,866	+12,999	ADD
275	BARLOW WEALTH PARTNERS, LLC	$22.5M	243,993	+238,829	ADD
276	Canada Post Corp Registered Pension Plan	$22.3M	237,664	−20,488	TRIM
277	PARK NATIONAL CORP /OH/	$22.3M	237,650	+195	ADD
278	GW HENSSLER & ASSOCIATES LTD	$22.2M	236,327	−4,985	TRIM
279	DAVIDSON INVESTMENT ADVISORS	$22.2M	235,934	−4,896	TRIM
280	Sumitomo Mitsui DS Asset Management Company, Ltd	$22.1M	234,673	+3,176	ADD
281	Epoch Investment Partners, Inc.	$21.6M	229,630	−12,905	TRIM
282	Beacon Pointe Advisors, LLC	$21.5M	228,577	+84,539	ADD
283	RWA WEALTH PARTNERS, LLC	$21.4M	227,853	−179	TRIM
284	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$21.4M	227,203	−553,460	TRIM
285	Callan Family Office, LLC	$21.2M	225,717	−1,978	TRIM
286	IEQ CAPITAL, LLC	$21.2M	225,132	+1,418	ADD
287	NISSAY ASSET MANAGEMENT CORP /JAPAN	$20.3M	215,494	−1,596	TRIM
288	Live Oak Private Wealth LLC	$20.2M	214,689	−1,443	TRIM
289	Summit Trail Advisors, LLC	$19.8M	210,328	+28,810	ADD
290	M&T BANK CORP	$19.4M	206,525	−13,424	TRIM
291	Empowered Funds, LLC	$19.3M	205,719	+205,719	NEW
292	Vanguard Personalized Indexing Management, LLC	$19.3M	205,293	+4,848	ADD
293	Addenda Capital Inc.	$19.2M	204,698	+5,144	ADD
294	Private Wealth Partners, LLC	$19.2M	204,248	+97,829	ADD
295	Pathstone Holdings, LLC	$19.2M	203,775	+2,707	ADD
296	Hudson Bay Capital Management LP	$18.9M	201,226	+314	ADD
297	Sanctuary Advisors, LLC	$18.9M	200,894	+17,810	ADD
298	Vinva Investment Management Ltd	$18.8M	202,315	−9,018	TRIM
299	Vest Financial, LLC	$18.8M	199,526	+156,571	ADD
300	United Asset Strategies, Inc.	$18.5M	196,638	+7,715	ADD
301	FIRST FOUNDATION ADVISORS	$18.4M	195,410	+2,574	ADD
302	ProVise Management Group, LLC	$18.2M	193,398	+2,541	ADD
303	World Investment Advisors	$18.2M	193,267	+8,314	ADD
304	WCG Wealth Advisors LLC	$18.1M	192,267	−1,126	TRIM
305	MARTINGALE ASSET MANAGEMENT L P	$18.0M	191,542	−79,639	TRIM
306	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$18.0M	191,318	0	NO CHANGE
307	Edgemoor Investment Advisors, Inc.	$17.8M	189,484	+3,117	ADD
308	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$17.7M	188,357	−2,105	TRIM
309	CUTLER INVESTMENT COUNSEL LLC	$17.5M	186,331	−1,695	TRIM
310	Pinnacle Financial Partners, Inc.	$17.4M	185,403	+19,799	ADD
311	Tidal Investments LLC	$17.4M	184,734	+20,751	ADD
312	OP Asset Management Ltd	$17.3M	184,589	—	NO PRIOR
313	Wealthfront Advisers LLC	$17.2M	182,743	+10,372	ADD
314	AIA Group Ltd	$17.1M	182,465	+41,272	ADD
315	DAVENPORT & Co LLC	$17.0M	181,715	−17,171	TRIM
316	EXCHANGE TRADED CONCEPTS, LLC	$17.0M	180,936	+151,277	ADD
317	YOUSIF CAPITAL MANAGEMENT, LLC	$16.9M	179,885	−5,931	TRIM
318	Mizuho Markets Cayman LP	$16.8M	179,240	+179,240	NEW
319	TCTC Holdings, LLC	$16.8M	178,815	+3,234	ADD
320	Asset Advisors Investment Management, LLC	$16.6M	176,394	+3,225	ADD
321	&PARTNERS	$16.3M	173,344	+2,204	ADD
322	HFR Wealth Management, LLC	$16.0M	170,266	−3,841	TRIM
323	Atria Investments, Inc	$16.0M	169,771	−7,525	TRIM
324	Blume Capital Management, Inc.	$15.8M	167,955	−159	TRIM
325	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$15.7M	167,560	−255,825	TRIM
326	PRUDENTIAL PLC	$15.7M	167,247	+32,076	ADD
327	ASR Vermogensbeheer N.V.	$15.7M	167,046	+2,808	ADD
328	Atlantic Union Bankshares Corp	$15.6M	165,619	+23,144	ADD
329	Kestra Advisory Services, LLC	$15.5M	164,777	−462	TRIM
330	Empower Advisory Group, LLC	$15.4M	163,843	−27,383	TRIM
331	GenTrust, LLC	$15.4M	163,804	−1,533	TRIM
332	JACOBSON & SCHMITT ADVISORS, LLC	$15.0M	159,847	+142	ADD
333	Vivaldi Capital Management LP	$15.0M	159,402	−12,408	TRIM
334	Elgethun Capital Management	$14.6M	155,576	−4,728	TRIM
335	Advocacy Wealth Management, LLC	$14.3M	152,207	+445	ADD
336	BAXTER BROS INC	$14.2M	150,771	+12,342	ADD
337	Kinsale Capital Group, Inc.	$14.1M	150,470	+5,960	ADD
338	Trajan Wealth LLC	$14.1M	150,463	+22,359	ADD
339	Great Lakes Retirement, Inc.	$14.0M	149,225	+635	ADD
340	MAI Capital Management	$14.0M	148,811	+7,762	ADD
341	1832 Asset Management L.P.	$13.9M	147,659	+2,899	ADD
342	Snowden Capital Advisors LLC	$13.9M	147,494	−8,380	TRIM
343	1248 Management, LLC	$13.7M	146,266	+52,537	ADD
344	Think Investments LP	$13.7M	146,000	+146,000	NEW
345	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$13.7M	145,710	+145,710	NEW
346	BANQUE PICTET & CIE SA	$13.7M	145,251	+2,520	ADD
347	Modera Wealth Management, LLC	$13.6M	144,955	−1,524	TRIM
348	Van Cleef Asset Management,Inc	$13.6M	144,834	−179	TRIM
349	Curi Capital, LLC	$13.0M	138,775	+149	ADD
350	HANCOCK WHITNEY CORP	$13.0M	141,322	+113,144	ADD
351	ABN AMRO INVESTMENT SOLUTIONS	$12.9M	137,274	+9,882	ADD
352	PRINCIPAL SECURITIES, INC.	$12.9M	137,142	+1,303	ADD
353	CONNORS INVESTOR SERVICES INC	$12.8M	136,726	−25,200	TRIM
354	Cornerstone Capital, Inc.	$12.8M	136,180	+1,797	ADD
355	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$12.7M	135,480	−434,172	TRIM
356	TOCQUEVILLE ASSET MANAGEMENT L.P.	$12.7M	135,408	+39,721	ADD
357	McGuire Investment Group, LLC	$12.6M	133,609	+183	ADD
358	Mitsubishi UFJ Trust & Banking Corp	$12.5M	133,461	+82,310	ADD
359	Avanza Fonder AB	$12.5M	133,459	−1,675	TRIM
360	ExodusPoint Capital Management, LP	$12.5M	132,977	−159,214	TRIM
361	Mesirow Financial Investment Management, Inc.	$12.5M	132,632	+14,993	ADD
362	PARTHENON LLC	$12.4M	131,490	−2,330	TRIM
363	Advisors Capital Management, LLC	$12.3M	131,273	+2,191	ADD
364	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$12.3M	131,083	+1,244	ADD
365	Orion Porfolio Solutions, LLC	$12.3M	130,739	−25,610	TRIM
366	NewEdge Advisors, LLC	$12.2M	129,834	+129,834	NEW
367	Investment Management Corp of Ontario	$12.2M	129,567	−21,659	TRIM
368	OMERS ADMINISTRATION Corp	$12.1M	129,265	+20,760	ADD
369	Ascent Group, LLC	$12.1M	128,789	+3,762	ADD
370	Waverly Advisors, LLC	$12.0M	127,577	+37,658	ADD
371	UniSuper Management Pty Ltd	$12.0M	127,439	+1,222	ADD
372	OPPENHEIMER ASSET MANAGEMENT INC.	$12.0M	127,365	−6,206	TRIM
373	Baker Avenue Asset Management, LP	$11.9M	126,628	+4,981	ADD
374	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$11.7M	125,000	0	NO CHANGE
375	MOORE CAPITAL MANAGEMENT, LP	$11.6M	123,360	−379,200	TRIM
376	Clarkston Capital Partners, LLC	$11.5M	122,357	−554,200	TRIM
377	Westbourne Investment Advisors, Inc.	$11.5M	121,951	−72	TRIM
378	Glenview Trust Co	$11.3M	120,550	−1,821	TRIM
379	M&G Plc	$11.3M	120,181	+22,575	ADD
380	CWM, LLC	$11.3M	119,975	−9,774	TRIM
381	FIRST NATIONAL BANK OF OMAHA	$11.0M	118,199	−18,834	TRIM
382	Beverly Hills Private Wealth, LLC	$11.0M	117,357	+7,971	ADD
383	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$10.9M	116,301	−3,234	TRIM
384	BURNEY CO/	$10.9M	116,065	−64,422	TRIM
385	Manchester Global Management (UK) Ltd	$10.6M	113,000	+113,000	NEW
386	Perigon Wealth Management, LLC	$10.6M	112,719	−40,473	TRIM
387	Osmosis Investment Management UK Ltd	$10.6M	112,363	+1,417	ADD
388	FIRST NATIONAL TRUST CO	$10.3M	110,042	+16,349	ADD
389	PATTEN & PATTEN INC/TN	$10.3M	109,488	+3,052	ADD
390	CITIZENS FINANCIAL GROUP INC/RI	$10.2M	108,408	+1,500	ADD
391	Vestmark Advisory Solutions, Inc.	$10.2M	108,340	+5,968	ADD
392	SIG BROKERAGE, LP	$10.1M	107,623	−6,035	TRIM
393	Timber Creek Capital Management LLC	$9.9M	105,745	+1,897	ADD
394	MidFirst Bank	$9.9M	105,436	−3,232	TRIM
395	SHELTON CAPITAL MANAGEMENT	$9.9M	105,058	−27,500	TRIM
396	Private Advisor Group, LLC	$9.9M	105,033	+4,017	ADD
397	CHOREO, LLC	$9.8M	103,986	−538	TRIM
398	Generali Asset Management SPA SGR	$9.8M	103,937	−19,021	TRIM
399	Illinois Municipal Retirement Fund	$9.7M	103,657	+29,260	ADD
400	EVERGREEN CAPITAL MANAGEMENT LLC	$9.7M	103,545	−9,548	TRIM
401	THOMPSON INVESTMENT MANAGEMENT, INC.	$9.7M	102,917	+6,756	ADD
402	Morningstar Investment Management LLC	$9.6M	102,422	+4,144	ADD
403	GCM Grosvenor Holdings, LLC	$9.6M	101,819	−37,526	TRIM
404	Norinchukin Bank, The	$9.5M	100,995	+125	ADD
405	MIZUHO SECURITIES USA LLC	$9.5M	100,978	−20,644	TRIM
406	AMG National Trust Bank	$9.4M	100,178	+4,156	ADD
407	Oak Harvest Investment Services	$9.4M	99,941	+68,054	ADD
408	Skylands Capital, LLC	$9.4M	99,650	+52,650	ADD
409	ADVOCATE GROUP LLC	$9.2M	98,273	−2,574	TRIM
410	Dana Investment Advisors, Inc.	$9.2M	97,373	+37,242	ADD
411	UNIVEST FINANCIAL Corp	$9.1M	97,251	−19,499	TRIM
412	Geneos Wealth Management Inc.	$9.1M	96,468	−4,884	TRIM
413	Aptus Capital Advisors, LLC	$9.1M	96,426	+80,239	ADD
414	CAISSE DES DEPOTS ET CONSIGNATIONS	$9.0M	96,292	+1,172	ADD
415	Lafayette Investments, Inc.	$8.9M	94,860	−824	TRIM
416	KCM INVESTMENT ADVISORS LLC	$8.8M	93,343	+35	ADD
417	BALDWIN WEALTH PARTNERS LLC/MA	$8.7M	92,960	−2,169	TRIM
418	Aviance Capital Partners, LLC	$8.6M	91,711	−1,310	TRIM
419	SEAVIEW INVESTMENT MANAGERS LLC	$8.6M	91,275	+10,930	ADD
420	VectorGlobal IAG, Inc.	$8.6M	90,990	—	NO PRIOR
421	IMC-Chicago, LLC	$8.5M	90,663	−47,467	TRIM
422	ALLIANZ SE	$8.5M	90,478	0	NO CHANGE
423	Patriot Financial Group Insurance Agency, LLC	$8.4M	89,498	+47,281	ADD
424	Mezzasalma Advisors, LLC	$8.3M	88,567	+2,619	ADD
425	COMMERCE BANK	$8.2M	87,517	+15,226	ADD
426	Cinctive Capital Management LP	$8.2M	87,113	+47,767	ADD
427	American Assets Investment Management, LLC	$8.1M	86,674	0	NO CHANGE
428	Redmond Asset Management, LLC	$8.0M	85,184	−6,613	TRIM
429	Maryland State Retirement & Pension System	$7.9M	84,327	−785	TRIM
430	GHP Investment Advisors, Inc.	$7.9M	83,968	+10,278	ADD
431	OPPENHEIMER & CO INC	$7.9M	83,674	−1,957	TRIM
432	FAGAN ASSOCIATES, INC.	$7.9M	83,546	+1,755	ADD
433	Radnor Capital Management, LLC	$7.8M	83,010	−40	TRIM
434	Capital Investment Counsel, Inc	$7.8M	82,954	−3,310	TRIM
435	Meiji Yasuda Asset Management Co Ltd.	$7.8M	82,744	−4,576	TRIM
436	Spectrum Financial Alliance Ltd LLC	$7.7M	82,419	−1,764	TRIM
437	MGO ONE SEVEN LLC	$7.7M	81,840	−1,514	TRIM
438	GREAT LAKES ADVISORS, LLC	$7.7M	81,607	−185	TRIM
439	NewEdge Wealth, LLC	$7.7M	81,450	−22,039	TRIM
440	Caprock Group, LLC	$7.5M	80,287	+4,642	ADD
441	Southeast Asset Advisors, LLC	$7.3M	77,338	+28,344	ADD
442	MARCO INVESTMENT MANAGEMENT LLC	$7.2M	76,689	0	NO CHANGE
443	NAPLES GLOBAL ADVISORS, LLC	$7.1M	75,541	+5,243	ADD
444	Equitable Holdings, Inc.	$7.1M	71,640	+6,657	ADD
445	Gilman Hill Asset Management, LLC	$7.0M	74,348	−1,495	TRIM
446	Merit Financial Group, LLC	$6.9M	73,284	+4,172	ADD
447	Dai-ichi Life Insurance Company, Ltd	$6.9M	73,134	−3,225	TRIM
448	KAVAR CAPITAL PARTNERS GROUP, LLC	$6.8M	72,438	+1,189	ADD
449	Boston Common Asset Management, LLC	$6.8M	72,293	−42,683	TRIM
450	Metis Global Partners, LLC	$6.7M	71,786	−8,204	TRIM
451	WRIGHT INVESTORS SERVICE INC	$6.7M	71,784	+10,709	ADD
452	Salvus Wealth Management, LLC	$6.7M	71,681	−1,360	TRIM
453	CLOVERFIELDS CAPITAL GROUP, LP	$6.7M	71,095	−3,300	TRIM
454	Central Pacific Bank - Trust Division	$6.6M	70,187	−366	TRIM
455	Advisory Resource Group	$6.6M	69,997	+69,997	NEW
456	Citizens Business Bank	$6.6M	69,920	−1,171	TRIM
457	Americana Partners, LLC	$6.5M	69,569	−45,537	TRIM
458	MARK ASSET MANAGEMENT LP	$6.5M	69,446	−6,349	TRIM
459	Badgley Phelps Wealth Managers, LLC	$6.5M	69,055	−69,569	TRIM
460	SIH Partners, LLLP	$6.5M	68,857	+68,857	NEW
461	MUFG Securities EMEA plc	$6.4M	68,476	0	NO CHANGE
462	Elo Mutual Pension Insurance Co	$6.4M	68,233	−512	TRIM
463	AG2R LA MONDIALE GESTION D'ACTIFS	$6.4M	68,000	−303	TRIM
464	LaFleur & Godfrey LLC	$6.4M	67,912	+4,680	ADD
465	Krilogy Financial LLC	$6.4M	68,740	+14,050	ADD
466	PRENTISS SMITH & CO INC	$6.4M	67,628	−14	TRIM
467	Sendero Wealth Management, LLC	$6.3M	67,313	+1,651	ADD
468	Pacific Capital Partners Ltd	$6.3M	67,044	+36,374	ADD
469	CONDOR CAPITAL MANAGEMENT	$6.3M	66,752	+8,337	ADD
470	Legal Advantage Investments, Inc.	$6.3M	66,660	+3,100	ADD
471	Twin Lakes Capital Management, LLC	$6.2M	65,706	−770	TRIM
472	SCOTIA CAPITAL INC.	$6.1M	64,420	−4,919	TRIM
473	Voleon Capital Management LP	$6.1M	64,383	−109,302	TRIM
474	HB Wealth Management, LLC	$6.0M	64,331	+4,737	ADD
475	Siemens Fonds Invest GmbH	$6.0M	64,197	−2,605	TRIM
476	National Philanthropic Trust	$6.0M	63,788	—	NO PRIOR
477	Walleye Trading LLC	$5.9M	63,288	−138	TRIM
478	Laird Norton Wetherby Trust Company, LLC	$5.9M	63,077	−5,147	TRIM
479	Oliver Luxxe Assets LLC	$5.9M	62,953	−208	TRIM
480	Ayrshire Capital Management LLC	$5.8M	61,896	+61,896	NEW
481	Spire Wealth Management	$5.7M	61,007	−2,424	TRIM
482	CI INVESTMENTS INC.	$5.6M	60,077	−470	TRIM
483	LINCOLN CAPITAL CORP	$5.6M	60,076	−268	TRIM
484	PITTENGER & ANDERSON INC	$5.6M	59,689	+2,772	ADD
485	Stratos Wealth Partners, LTD.	$5.6M	59,354	+4,635	ADD
486	TOKIO MARINE ASSET MANAGEMENT CO LTD	$5.6M	59,309	+1,003	ADD
487	BOKF, NA	$5.5M	59,022	+4,010	ADD
488	Graham Capital Management, L.P.	$5.5M	58,635	+20,380	ADD
489	William Allan Corp	$5.5M	58,300	+911	ADD
490	Lincoln Capital LLC	$5.5M	58,158	−1,915	TRIM
491	AlTi Global, Inc.	$5.4M	57,933	−1,166	TRIM
492	DIVERSIFIED MANAGEMENT INC	$5.4M	57,228	+47,691	ADD
493	Harrington Investments, INC	$5.3M	56,755	+98	ADD
494	CONNING INC.	$5.3M	56,409	−453	TRIM
495	DLK Investment Management, LLC	$5.3M	56,214	−878	TRIM
496	Hennion & Walsh Asset Management, Inc.	$5.3M	56,024	−6,811	TRIM
497	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	$5.2M	55,819	+2,994	ADD
498	NOMURA HOLDINGS INC	$5.2M	55,346	+30,960	ADD
499	EVOLVE PRIVATE WEALTH, LLC	$5.1M	53,793	+1,640	ADD
500	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$5.0M	53,446	+76	ADD

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

Congress ↔ notable managers · SCHW

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

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $2K–$30K
Sellers: 0 — —

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

Notable managers · quarter ended 2026-03-31

Adding: 3 Viking Global Investors, Markel Group, Tudor Investment Corp $1.5B held
Trimming: 6 Ruane Cunniff & Goldfarb, D1 Capital Partners, Moore Capital Management, Gotham Asset Management, Bridgewater Associates, Caxton Associates $683M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · Charles Schwab Corp/The - US

Merged timeline of congressional filings and notable-manager moves on SCHW
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Viking Global Investors 13F	ADD	+792,049 sh
2026-05-15	Tudor Investment Corp 13F	NEW	+260,000 sh
2026-05-15	Ruane Cunniff & Goldfarb 13F	TRIM	−880,168 sh
2026-05-15	D1 Capital Partners 13F	TRIM	−797,400 sh
2026-05-15	Moore Capital Management 13F	TRIM	−379,200 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−1,418 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−307,453 sh
2026-05-14	Caxton Associates 13F	EXIT	−23,108 sh
2026-05-01	Markel Group 13F	ADD	+8,000 sh

11 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

27 members of Congress disclosed SCHW — 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).