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 ↗

US BANCORP · COM · quarter ended 2026-03-31 · 33 members disclosed USB ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,564 holders are listed, largest first: 1,564
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $57.5B
holders whose share count rose or who opened the position (new + add), by shares: 701
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 159

Holders — quarter ended 2026-03-31

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

13F holders of USB ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$6.7B	128,368,759	−817,742	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$5.2B	100,884,405	—	NO PRIOR
3	STATE STREET CORP	$3.6B	69,408,539	−293,359	TRIM
4	JPMORGAN CHASE & CO	$3.1B	61,683,367	+13,151,232	ADD
5	FMR LLC	$3.0B	57,171,830	−5,311,183	TRIM
6	MUFG Bank, Ltd.	$2.3B	44,374,155	0	NO CHANGE
7	GEODE CAPITAL MANAGEMENT, LLC	$2.0B	38,439,644	+760,027	ADD
8	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.5B	29,598,590	—	NO PRIOR
9	MORGAN STANLEY	$1.5B	29,304,473	+2,217,377	ADD
10	Grantham, Mayo, Van Otterloo & Co. LLC	$994M	19,113,643	+712,639	ADD
11	Aristotle Capital Management, LLC	$975M	18,747,239	−916,641	TRIM
12	Invesco Ltd.	$895M	17,213,693	−381,643	TRIM
13	NORTHERN TRUST CORP	$880M	16,923,237	+603,063	ADD
14	ROYAL BANK OF CANADA	$856M	16,449,920	−1,389,835	TRIM
15	BANK OF AMERICA CORP /DE/	$823M	15,820,033	+1,022,898	ADD
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$652M	12,530,419	+346,533	ADD
17	Capital Research Global Investors	$615M	11,821,222	+6,266,924	ADD
18	FEDERATED HERMES, INC.	$599M	11,510,727	+27,714	ADD
19	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$588M	11,296,262	−361,170	TRIM
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$543M	10,440,090	+248,314	ADD
21	DIMENSIONAL FUND ADVISORS LP	$539M	10,369,212	+93,025	ADD
22	FRANKLIN RESOURCES INC	$497M	9,551,907	+1,762,109	ADD
23	Legal & General Group Plc	$496M	9,532,143	+91,014	ADD
24	Bank of New York Mellon Corp	$476M	9,149,030	−72,888	TRIM
25	First Eagle Investment Management, LLC	$469M	9,018,084	+199,740	ADD
26	VANGUARD FIDUCIARY TRUST CO	$455M	8,748,069	—	NO PRIOR
27	FIRST TRUST ADVISORS LP	$422M	8,118,845	+2,314,081	ADD
28	AMERIPRISE FINANCIAL INC	$396M	7,613,208	+2,456,023	ADD
29	AMERICAN CENTURY COMPANIES INC	$394M	7,582,652	−1,305,860	TRIM
30	VICTORY CAPITAL MANAGEMENT INC	$380M	7,300,739	−2,179,515	TRIM
31	ALLIANCEBERNSTEIN L.P.	$376M	7,042,730	+5,346,862	ADD
32	US BANCORP \DE\	$362M	6,956,748	−138,303	TRIM
33	BARCLAYS PLC	$361M	6,940,768	−3,365,450	TRIM
34	CITADEL ADVISORS LLC	$341M	6,558,956	+5,940,729	ADD
35	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$339M	6,515,523	0	NO CHANGE
36	ENVESTNET ASSET MANAGEMENT INC	$338M	6,493,521	+455,516	ADD
37	Amundi	$337M	6,470,642	+1,301,547	ADD
38	WELLS FARGO & COMPANY/MN	$313M	6,015,518	−140,803	TRIM
39	UBS Group AG	$294M	5,652,311	−84,793	TRIM
40	AQR CAPITAL MANAGEMENT LLC	$288M	5,594,499	+316,244	ADD
41	DEUTSCHE BANK AG\	$277M	5,328,740	+337,373	ADD
42	Fisher Asset Management, LLC	$254M	4,878,204	−21,959	TRIM
43	RAYMOND JAMES FINANCIAL INC	$231M	4,438,611	+372,106	ADD
44	HSBC HOLDINGS PLC	$214M	4,124,842	−4,999,258	TRIM
45	Alyeska Investment Group, L.P.	$211M	4,061,741	+2,149,042	ADD
46	National Pension Service	$209M	4,010,770	+4,010,770	NEW
47	BANK OF MONTREAL /CAN/	$206M	3,956,818	+71,657	ADD
48	Mitsubishi UFJ Asset Management Co., Ltd.	$184M	3,535,071	+276,498	ADD
49	Vanguard Global Advisers, LLC	$182M	3,508,509	—	NO PRIOR
50	Nuveen, LLC	$181M	3,481,905	+11,780	ADD
51	Sumitomo Mitsui Trust Group, Inc.	$177M	3,398,345	−219,820	TRIM
52	EQUITY INVESTMENT CORP	$167M	3,219,982	−29,178	TRIM
53	STIFEL FINANCIAL CORP	$167M	3,206,020	−162,540	TRIM
54	VANGUARD ASSET MANAGEMENT, Ltd	$163M	3,128,751	—	NO PRIOR
55	LPL Financial LLC	$161M	3,087,669	+146,352	ADD
56	SCHRODER INVESTMENT MANAGEMENT GROUP	$158M	3,136,833	+288,848	ADD
57	LAZARD ASSET MANAGEMENT LLC	$152M	2,925,255	+841,397	ADD
58	NORDEA INVESTMENT MANAGEMENT AB	$140M	2,747,928	+57,754	ADD
59	RHUMBLINE ADVISERS	$139M	2,671,607	−36,949	TRIM
60	Allianz Asset Management GmbH	$136M	2,610,273	+2,246,947	ADD
61	BAHL & GAYNOR INC	$131M	2,520,978	−8,019	TRIM
62	Robeco Institutional Asset Management B.V.	$121M	2,328,277	+730,021	ADD
63	SEI INVESTMENTS CO	$104M	2,005,491	+335,117	ADD
64	PRUDENTIAL FINANCIAL INC	$103M	1,978,207	+492,070	ADD
65	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$100M	1,931,287	−16,259	TRIM
66	NEW YORK STATE COMMON RETIREMENT FUND	$93.9M	1,804,556	+4,000	ADD
67	PRINCIPAL FINANCIAL GROUP INC	$91.1M	1,751,314	−18,275	TRIM
68	Baird Financial Group, Inc.	$89.6M	1,723,048	+1,723,048	NEW
69	Freestone Grove Partners LP	$86.4M	1,661,642	−99,587	TRIM
70	PANAGORA ASSET MANAGEMENT INC	$86.2M	1,656,765	+677,722	ADD
71	Epoch Investment Partners, Inc.	$85.9M	1,651,944	−99,124	TRIM
72	CITIGROUP INC	$75.8M	1,458,015	−98,816	TRIM
73	ZACKS INVESTMENT MANAGEMENT	$75.8M	1,456,936	+5,861	ADD
74	Zurich Insurance Group Ltd/FI	$75.4M	1,448,978	−942,150	TRIM
75	Douglas Lane & Associates, LLC	$74.8M	1,438,749	+29,849	ADD
76	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$71.5M	1,374,652	0	NO CHANGE
77	AVIVA PLC	$70.5M	1,355,548	+37,007	ADD
78	NOMURA ASSET MANAGEMENT CO LTD	$69.8M	1,341,766	+23,194	ADD
79	Universal- Beteiligungs- und Servicegesellschaft mbH	$69.7M	1,342,221	−39,882	TRIM
80	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$69.5M	1,336,628	−293,036	TRIM
81	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$68.8M	1,322,632	−278,817	TRIM
82	Quantinno Capital Management LP	$65.8M	1,265,360	+277,012	ADD
83	Bank Julius Baer & Co. Ltd, Zurich	$65.5M	1,270,116	−71,002	TRIM
84	Cerity Partners LLC	$65.1M	1,251,708	+57,355	ADD
85	ADAGE CAPITAL PARTNERS GP, L.L.C.	$64.2M	1,234,303	+2,973	ADD
86	Qube Research & Technologies Ltd	$63.9M	1,227,684	+820,890	ADD
87	Aberdeen Group plc	$63.3M	1,217,742	+45,685	ADD
88	FIFTH THIRD BANCORP	$59.5M	1,143,395	+388,029	ADD
89	Swiss Life Asset Management Ltd	$59.4M	1,142,193	+170,344	ADD
90	DANSKE BANK A/S	$58.5M	1,125,495	+233,593	ADD
91	Eurizon Capital SGR S.p.A.	$58.3M	1,123,064	+25,719	ADD
92	Walleye Capital LLC	$51.0M	981,390	+593,913	ADD
93	Point72 Asset Management, L.P.	$51.0M	981,253	−481,676	TRIM
94	BNP Paribas Asset Management Holding S.A.	$50.4M	968,566	+204,582	ADD
95	VOYA INVESTMENT MANAGEMENT LLC	$49.0M	941,828	−96,568	TRIM
96	CORDA Investment Management, LLC.	$47.9M	920,704	−14,459	TRIM
97	STATE OF WISCONSIN INVESTMENT BOARD	$47.7M	917,406	+57,859	ADD
98	TRUIST FINANCIAL CORP	$47.6M	915,610	−17,063	TRIM
99	APG Asset Management N.V.	$47.5M	1,052,567	+30,076	ADD
100	Pictet Asset Management Holding SA	$45.9M	881,857	−212,987	TRIM
101	Korea Investment CORP	$45.7M	877,878	+52,900	ADD
102	NATIXIS	$44.7M	859,573	−51,235	TRIM
103	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$43.2M	830,500	−1,251,000	TRIM
104	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$43.0M	826,427	−3,054,745	TRIM
105	Cetera Investment Advisers	$42.9M	825,796	−13,656	TRIM
106	SEB Asset Management AB	$42.5M	816,792	—	NO PRIOR
107	Focus Partners Wealth	$42.2M	810,820	−6,495	TRIM
108	HighTower Advisors, LLC	$42.1M	809,117	−1,022	TRIM
109	DEPRINCE RACE & ZOLLO INC	$41.7M	802,012	−1,470	TRIM
110	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$41.5M	797,109	+116,400	ADD
111	Interval Partners, LP	$41.4M	795,461	−153,994	TRIM
112	CANADA PENSION PLAN INVESTMENT BOARD	$41.3M	794,417	+315,758	ADD
113	Creative Planning	$40.7M	783,076	−12,780	TRIM
114	Chevy Chase Trust Holdings, LLC	$40.5M	777,947	−24,718	TRIM
115	Vanguard Investments Australia, Ltd.	$40.3M	774,895	—	NO PRIOR
116	TD ASSET MANAGEMENT INC	$40.2M	773,028	+7,662	ADD
117	Mariner, LLC	$40.0M	768,491	+52,372	ADD
118	Candriam S.C.A.	$39.7M	763,077	−14,219	TRIM
119	Longaeva Partners L.P.	$39.2M	753,339	+753,339	NEW
120	Swedbank AB	$38.3M	737,018	+712	ADD
121	NATIONAL BANK OF CANADA /FI/	$38.0M	729,717	+145,916	ADD
122	TETRAD CORP	$36.9M	710,000	−1,500	TRIM
123	MATRIX ASSET ADVISORS INC/NY	$36.9M	709,170	−84	TRIM
124	ROYAL LONDON ASSET MANAGEMENT LTD	$36.7M	705,339	−4,533	TRIM
125	CONNING INC.	$36.3M	697,083	+688,788	ADD
126	Asset Management One Co., Ltd.	$35.7M	685,881	−66,737	TRIM
127	EXCHANGE TRADED CONCEPTS, LLC	$35.5M	681,989	+78,354	ADD
128	Zurcher Kantonalbank (Zurich Cantonalbank)	$35.3M	679,181	+103,795	ADD
129	CAMBIAR INVESTORS LLC	$34.7M	666,268	−26,352	TRIM
130	MML INVESTORS SERVICES, LLC	$34.4M	660,480	−107,321	TRIM
131	AIA Group Ltd	$33.5M	644,602	−59,004	TRIM
132	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$33.0M	635,303	+3,672	ADD
133	CREDIT AGRICOLE S A	$32.9M	632,389	+118,910	ADD
134	TORONTO DOMINION BANK	$32.9M	632,327	−51,525	TRIM
135	AE Wealth Management LLC	$32.7M	629,481	+106,793	ADD
136	COMMONWEALTH EQUITY SERVICES, LLC	$32.6M	626,860	+4,479	ADD
137	Auto-Owners Insurance Co	$32.5M	625,000	0	NO CHANGE
138	Janus Henderson Group Ltd.	$32.5M	624,662	+27,168	ADD
139	M&T BANK CORP	$32.2M	619,885	−35,024	TRIM
140	GLENMEDE TRUST CO NA	$31.4M	604,239	−7,660	TRIM
141	MAIRS & POWER INC	$31.3M	601,518	−46,462	TRIM
142	Vest Financial, LLC	$31.3M	601,340	+310,684	ADD
143	Man Group plc	$30.4M	584,865	−872,624	TRIM
144	Minneapolis Portfolio Management Group, LLC	$30.4M	583,701	+4,294	ADD
145	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$30.2M	581,710	−317,687	TRIM
146	KLP KAPITALFORVALTNING AS	$30.1M	573,696	+4,100	ADD
147	S&G Foundation	$29.1M	560,000	—	NO PRIOR
148	Verition Fund Management LLC	$28.8M	553,765	−211,102	TRIM
149	MFF Capital Investments Ltd	$28.4M	545,736	+34,000	ADD
150	ALPS ADVISORS INC	$28.1M	539,371	+44,576	ADD
151	JOHNSON INVESTMENT COUNSEL INC	$27.4M	526,955	+12,491	ADD
152	Resona Asset Management Co.,Ltd.	$26.8M	516,733	+8,470	ADD
153	REIK & CO., LLC	$26.7M	512,514	0	NO CHANGE
154	FUKOKU MUTUAL LIFE INSURANCE CO	$26.5M	509,566	0	NO CHANGE
155	CIBC Asset Management Inc	$26.4M	506,851	+10,575	ADD
156	BECKER CAPITAL MANAGEMENT INC	$26.4M	501,714	−26,898	TRIM
157	Lansforsakringar Fondforvaltning AB (publ)	$26.3M	505,210	−141,584	TRIM
158	TEACHER RETIREMENT SYSTEM OF TEXAS	$26.2M	504,494	−20,961	TRIM
159	State of New Jersey Common Pension Fund D	$26.2M	504,360	0	NO CHANGE
160	Arbejdsmarkedets Tillaegspension	$25.3M	485,934	+485,934	NEW
161	OSAIC HOLDINGS, INC.	$24.9M	477,658	−18,967	TRIM
162	Tredje AP-fonden	$24.5M	471,528	+471,528	NEW
163	Crossmark Global Holdings, Inc.	$23.6M	453,379	—	NO PRIOR
164	D.A. DAVIDSON & CO.	$23.4M	450,642	+4,865	ADD
165	OLD NATIONAL BANCORP /IN/	$23.1M	443,687	+83,100	ADD
166	PUBLIC SECTOR PENSION INVESTMENT BOARD	$23.0M	442,184	−483,651	TRIM
167	Mediolanum International Funds Ltd	$22.8M	449,042	+78,338	ADD
168	STATE OF MICHIGAN RETIREMENT SYSTEM	$22.7M	435,982	−900	TRIM
169	COERENTE CAPITAL MANAGEMENT	$22.6M	435,087	+5,659	ADD
170	CIBC WORLD MARKET INC.	$22.4M	431,150	−9,667	TRIM
171	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$22.3M	429,604	+274,300	ADD
172	Corient Private Wealth LLC	$22.2M	428,092	−623,884	TRIM
173	Arizona State Retirement System	$22.2M	425,887	−10,858	TRIM
174	Czech National Bank	$22.0M	423,343	+13,462	ADD
175	BANK OF NOVA SCOTIA	$21.7M	418,086	−1,309,593	TRIM
176	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$21.7M	416,419	+169,300	ADD
177	CIBC Bancorp USA Inc.	$21.6M	414,701	—	NO PRIOR
178	DAYMARK WEALTH PARTNERS, LLC	$21.3M	408,811	−4,722	TRIM
179	Midwest Trust Co	$20.9M	401,070	+10,722	ADD
180	MACKENZIE FINANCIAL CORP	$20.4M	392,949	+18,811	ADD
181	BARTLETT & CO. WEALTH MANAGEMENT LLC	$20.0M	361,607	−5,465	TRIM
182	Rafferty Asset Management, LLC	$19.7M	377,915	−96,296	TRIM
183	Engineers Gate Manager LP	$19.6M	377,671	−515,984	TRIM
184	XPONANCE LLC	$19.4M	372,203	+53,967	ADD
185	GW HENSSLER & ASSOCIATES LTD	$19.2M	370,111	−145,404	TRIM
186	STOREBRAND ASSET MANAGEMENT AS	$19.1M	367,603	—	NO PRIOR
187	Mirae Asset Global Investments Co., Ltd.	$18.9M	364,103	+71,443	ADD
188	MetLife Investment Management, LLC	$18.9M	363,330	−9,427	TRIM
189	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$18.8M	362,094	+524	ADD
190	Ensign Peak Advisors, Inc	$18.8M	361,879	+142,424	ADD
191	IFM Investors Pty Ltd	$18.6M	357,395	+43,496	ADD
192	ASSETMARK, INC	$18.6M	357,384	+141,715	ADD
193	DnB Asset Management AS	$17.8M	341,459	+32,851	ADD
194	NISA INVESTMENT ADVISORS, LLC	$17.5M	334,020	−9,489	TRIM
195	Retirement Systems of Alabama	$17.2M	330,096	−586	TRIM
196	Wealthfront Advisers LLC	$16.9M	325,516	+46,501	ADD
197	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$16.7M	321,038	+97,937	ADD
198	D. E. Shaw & Co., Inc.	$16.7M	320,332	−253,389	TRIM
199	Varma Mutual Pension Insurance Co	$16.5M	318,020	0	NO CHANGE
200	COMMERCE BANK	$16.4M	315,571	+42,635	ADD
201	Black Cypress Capital Management, LLC	$16.4M	314,603	−29,527	TRIM
202	ProShare Advisors LLC	$16.3M	312,896	−14,782	TRIM
203	FIRST MANHATTAN CO. LLC.	$16.1M	307,373	−67,392	TRIM
204	Andra AP-fonden	$16.1M	310,400	−27,300	TRIM
205	MERCER GLOBAL ADVISORS INC /ADV	$16.1M	310,292	−1,675	TRIM
206	Cardinal Capital Management, Inc.	$16.1M	309,751	+24,555	ADD
207	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$16.0M	307,082	+418	ADD
208	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$16.0M	306,945	−303,216	TRIM
209	Stockman Wealth Management, Inc.	$15.9M	306,569	+5,947	ADD
210	Woodline Partners LP	$15.8M	304,463	+39,217	ADD
211	TOCQUEVILLE ASSET MANAGEMENT L.P.	$15.8M	302,899	−263,519	TRIM
212	IEQ CAPITAL, LLC	$15.6M	299,305	−94,825	TRIM
213	Bridgewater Associates, LP	$15.4M	295,717	−251,841	TRIM
214	STEPHENS INC /AR/	$15.1M	287,824	+3,141	ADD
215	Cander Asset Management LP	$14.8M	283,631	−1,128	TRIM
216	Danica Pension, Livsforsikringsaktieselskab	$14.7M	283,081	−973,919	TRIM
217	FARMERS & MERCHANTS INVESTMENTS INC	$14.5M	279,273	−2,944	TRIM
218	Gradient Investments LLC	$14.3M	274,647	−9,865	TRIM
219	OPPENHEIMER & CO INC	$14.2M	273,731	−2,621	TRIM
220	Taikang Asset Management (Hong Kong) Co Ltd	$14.1M	271,560	−17,797	TRIM
221	American Assets Investment Management, LLC	$14.0M	270,000	0	NO CHANGE
222	Pathstone Holdings, LLC	$14.0M	269,596	+13,732	ADD
223	Daiwa Securities Group Inc.	$14.0M	268,922	+14,766	ADD
224	HB Wealth Management, LLC	$13.7M	263,377	+5,501	ADD
225	Ethic Inc.	$13.6M	262,405	+8,499	ADD
226	QRG CAPITAL MANAGEMENT, INC.	$13.6M	260,862	+137,102	ADD
227	ExodusPoint Capital Management, LP	$13.5M	259,594	+33,040	ADD
228	Sumitomo Mitsui DS Asset Management Company, Ltd	$13.2M	253,849	+14,662	ADD
229	Y-Intercept (Hong Kong) Ltd	$13.2M	253,821	+86,506	ADD
230	Utah Retirement Systems	$13.2M	253,786	−4,215	TRIM
231	KANAWHA CAPITAL MANAGEMENT LLC	$13.1M	250,962	+7,948	ADD
232	LOUNTZIS ASSET MANAGEMENT, LLC	$13.0M	248,183	−625	TRIM
233	Lido Advisors, LLC	$13.0M	248,772	+59,230	ADD
234	Palisade Asset Management, LLC	$13.0M	249,472	−13,044	TRIM
235	CWM, LLC	$12.6M	241,668	+12,448	ADD
236	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$12.5M	240,753	−14,368	TRIM
237	USS Investment Management Ltd	$12.5M	240,118	+5,163	ADD
238	Rockefeller Capital Management L.P.	$12.5M	239,933	+12,366	ADD
239	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$12.4M	238,824	−10,287	TRIM
240	GUGGENHEIM CAPITAL LLC	$12.4M	237,473	+58,119	ADD
241	Brookstone Capital Management	$12.1M	231,815	−21,157	TRIM
242	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$12.0M	230,601	+5,299	ADD
243	KING LUTHER CAPITAL MANAGEMENT CORP	$12.0M	230,207	−1,613	TRIM
244	Neuberger Berman Group LLC	$12.0M	229,936	−3,165	TRIM
245	Rakuten Investment Management, Inc.	$11.8M	231,266	+26,138	ADD
246	Keystone Financial Planning, Inc.	$11.7M	224,348	+3,498	ADD
247	TCV Trust & Wealth Management, Inc.	$11.7M	224,311	−4,120	TRIM
248	SFE Investment Counsel	$11.6M	223,650	−8,108	TRIM
249	NEOS Investment Management LLC	$11.6M	222,965	+10,448	ADD
250	Sanctuary Advisors, LLC	$11.5M	221,393	+7,895	ADD
251	Kestra Advisory Services, LLC	$11.2M	215,633	−10,755	TRIM
252	Aspen Capital Management, LLC	$11.2M	215,148	+8	ADD
253	Goelzer Investment Management, Inc.	$10.7M	205,214	−14,250	TRIM
254	UMB Bank, n.a.	$10.6M	204,768	−3,768	TRIM
255	DAVENPORT & Co LLC	$10.6M	203,551	+3,320	ADD
256	Meiji Yasuda Asset Management Co Ltd.	$10.6M	203,492	−15,837	TRIM
257	SKBA CAPITAL MANAGEMENT LLC	$10.6M	203,155	+9,680	ADD
258	Allspring Global Investments Holdings, LLC	$10.5M	199,931	+128,257	ADD
259	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$10.5M	202,186	−19,833	TRIM
260	INTECH INVESTMENT MANAGEMENT LLC	$10.5M	201,034	+41,060	ADD
261	NISSAY ASSET MANAGEMENT CORP /JAPAN	$10.4M	200,239	+2,520	ADD
262	MAI Capital Management	$10.3M	197,620	+29,305	ADD
263	Foster Victor Wealth Advisors, LLC	$10.3M	183,238	+6,648	ADD
264	&PARTNERS	$10.1M	194,879	+5,669	ADD
265	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$10.1M	194,410	−5,184	TRIM
266	Atria Investments, Inc	$9.9M	191,259	+786	ADD
267	S.E.E.D. Planning Group LLC	$9.9M	189,565	−23,295	TRIM
268	AustralianSuper Pty Ltd	$9.8M	189,215	+10,457	ADD
269	BENJAMIN EDWARDS INC	$9.8M	188,672	+19,953	ADD
270	Empowered Funds, LLC	$9.7M	185,881	+185,881	NEW
271	MALTESE CAPITAL MANAGEMENT LLC	$9.6M	185,000	+97,500	ADD
272	Tweedy, Browne Co LLC	$9.6M	184,248	−1,520	TRIM
273	YOUSIF CAPITAL MANAGEMENT, LLC	$9.6M	183,917	−6,442	TRIM
274	Mitsubishi UFJ Trust & Banking Corp	$9.4M	180,344	−67,934	TRIM
275	BOKF, NA	$9.3M	179,364	−7,521	TRIM
276	MACQUARIE GROUP LTD	$9.3M	178,808	−48,797	TRIM
277	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$9.3M	178,012	0	NO CHANGE
278	ABN AMRO INVESTMENT SOLUTIONS	$8.9M	171,205	−81,756	TRIM
279	Hudson Bay Capital Management LP	$8.9M	170,837	0	NO CHANGE
280	ArrowMark Colorado Holdings LLC	$8.9M	170,453	−1,787	TRIM
281	Connor, Clark & Lunn Investment Management Ltd.	$8.8M	168,395	+168,395	NEW
282	NEW ENGLAND ASSET MANAGEMENT INC	$8.8M	168,310	0	NO CHANGE
283	INTACT INVESTMENT MANAGEMENT INC.	$8.7M	166,800	−7,100	TRIM
284	Generali Asset Management SPA SGR	$8.6M	165,651	+7,305	ADD
285	Cresset Asset Management, LLC	$8.6M	163,759	+6,053	ADD
286	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$8.6M	165,345	−1,573	TRIM
287	Sequoia Financial Advisors, LLC	$8.5M	164,385	+1,555	ADD
288	RITHOLTZ WEALTH MANAGEMENT	$8.5M	163,960	+8,469	ADD
289	Sterling Capital Management LLC	$8.5M	162,576	+77,312	ADD
290	CULBERTSON A N & CO INC	$8.4M	161,603	+18,349	ADD
291	EASTERN BANK	$8.4M	160,743	−922	TRIM
292	OP Asset Management Ltd	$8.3M	159,723	—	NO PRIOR
293	Polar Asset Management Partners Inc.	$8.3M	159,537	+159,537	NEW
294	ASR Vermogensbeheer N.V.	$8.3M	159,193	+5,519	ADD
295	Kentucky Trust Co	$8.3M	158,806	−800	TRIM
296	Vanguard Personalized Indexing Management, LLC	$8.2M	158,145	+20,021	ADD
297	Genus Capital Management Inc.	$8.2M	157,460	−26,270	TRIM
298	TD Waterhouse Canada Inc.	$8.1M	132,705	−25,051	TRIM
299	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$8.1M	155,814	−17,080	TRIM
300	Lombard Odier Asset Management (Switzerland) SA	$8.1M	155,257	+69,562	ADD
301	Ironwood Investment Counsel, LLC	$8.0M	154,767	+4,885	ADD
302	NOMURA HOLDINGS INC	$7.9M	152,377	+11,270	ADD
303	BLAIR WILLIAM & CO/IL	$7.8M	149,167	−984	TRIM
304	Elo Mutual Pension Insurance Co	$7.7M	147,684	−3,491	TRIM
305	ASSOCIATED BANC-CORP	$7.7M	147,264	−3,710	TRIM
306	KORNITZER CAPITAL MANAGEMENT INC /KS	$7.6M	146,917	−396	TRIM
307	SUMMITRY LLC	$7.6M	145,479	−3,940	TRIM
308	Calamos Advisors LLC	$7.6M	145,195	0	NO CHANGE
309	Cinctive Capital Management LP	$7.4M	142,212	+142,212	NEW
310	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$7.3M	141,080	+141,080	NEW
311	Fideuram Asset Management (Ireland) dac	$7.2M	130,638	+106,809	ADD
312	Ellsworth Advisors, LLC	$7.1M	136,222	+4,764	ADD
313	Jefferies Financial Group Inc.	$7.0M	135,362	−34,593	TRIM
314	FIRST NATIONAL BANK OF OMAHA	$7.0M	135,175	−4,308	TRIM
315	LOOMIS SAYLES & CO L P	$6.9M	133,179	−9,511	TRIM
316	Beacon Pointe Advisors, LLC	$6.9M	132,084	+61,051	ADD
317	LMG Wealth Partners, LLC	$6.9M	131,757	+4,201	ADD
318	Faithward Advisors, LLC	$6.8M	13,118	+8,494	ADD
319	OMERS ADMINISTRATION Corp	$6.7M	129,263	+34,131	ADD
320	DMKC Advisory Services, LLC	$6.7M	128,983	+4,212	ADD
321	Sandhill Capital Partners LLC	$6.7M	128,688	−828,603	TRIM
322	WESTPAC BANKING CORP	$6.7M	128,101	+42,705	ADD
323	Federation des caisses Desjardins du Quebec	$6.6M	127,405	+9,307	ADD
324	MONARCH CAPITAL MANAGEMENT INC	$6.5M	124,409	−4,985	TRIM
325	NewEdge Advisors, LLC	$6.5M	124,802	+124,802	NEW
326	Allworth Financial LP	$6.5M	124,203	+24,505	ADD
327	EP Wealth Advisors, LLC	$6.5M	124,033	−3,439	TRIM
328	First Nebraska Trust Co	$6.4M	123,526	—	NO PRIOR
329	Prospera Financial Services Inc	$6.3M	121,344	−5,738	TRIM
330	NWAM LLC	$6.3M	120,202	−1,287	TRIM
331	Pinnacle Financial Partners, Inc.	$6.2M	119,912	+5,846	ADD
332	Vident Advisory, LLC	$6.2M	119,318	+46,824	ADD
333	Obermeyer Wealth Partners	$6.1M	117,762	−574	TRIM
334	COLDSTREAM CAPITAL MANAGEMENT INC	$6.1M	117,044	+1,465	ADD
335	Cypress Capital Group	$6.1M	117,126	+117,126	NEW
336	Avanza Fonder AB	$6.0M	116,273	−90	TRIM
337	Alley Investment Management Company, LLC	$6.0M	115,283	−812	TRIM
338	Lighthouse Investment Partners, LLC	$5.9M	114,156	+6,670	ADD
339	Siemens Fonds Invest GmbH	$5.9M	113,450	+30	ADD
340	Perennial Advisors, LLC	$5.8M	112,457	+1,370	ADD
341	KLCM Advisors, Inc.	$5.8M	111,552	−19,740	TRIM
342	Investment Management Corp of Ontario	$5.8M	111,246	−17,145	TRIM
343	Harvest Portfolios Group Inc.	$5.8M	110,862	−7,708	TRIM
344	HOHIMER WEALTH MANAGEMENT, LLC	$5.7M	109,995	+24,062	ADD
345	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$5.7M	109,890	−863,688	TRIM
346	Osmosis Investment Management UK Ltd	$5.7M	108,429	−26,806	TRIM
347	Optiver Holding B.V.	$5.7M	109,194	+38,008	ADD
348	Glenview Trust Co	$5.6M	108,296	+18,302	ADD
349	Morningstar Investment Management LLC	$5.6M	107,519	+6,250	ADD
350	BCWM, LLC	$5.6M	107,336	−7,016	TRIM
351	Dorsey & Whitney Trust CO LLC	$5.6M	107,322	−15,443	TRIM
352	Envestnet Portfolio Solutions, Inc.	$5.6M	107,037	−59,175	TRIM
353	PRUDENTIAL PLC	$5.5M	105,971	+5,155	ADD
354	AMG National Trust Bank	$5.4M	104,257	+2,861	ADD
355	Weiss Asset Management LP	$5.4M	103,845	+103,845	NEW
356	BROWN ADVISORY INC	$5.4M	103,123	+361	ADD
357	Signet Investment Advisory Group, Inc.	$5.4M	103,047	+2,239	ADD
358	Summit Financial Wealth Advisors, LLC	$5.4M	102,916	−2,073	TRIM
359	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$5.3M	101,040	+1,040	ADD
360	STRATEGIC VALUE BANK PARTNERS LLC	$5.2M	100,000	0	NO CHANGE
361	Qsemble Capital Management, LP	$5.2M	99,980	−61,504	TRIM
362	Eliot Finkel Investment Counsel, LLC	$5.2M	99,977	−110	TRIM
363	ARQ WEALTH ADVISORS, LLC	$5.2M	99,644	+86,059	ADD
364	Tidal Investments LLC	$5.1M	97,844	+60,917	ADD
365	Rice Partnership, LLC	$5.1M	97,551	0	NO CHANGE
366	Equitable Holdings, Inc.	$5.1M	96,664	+65,528	ADD
367	Acumen Wealth Advisors, LLC	$4.9M	93,572	−10,551	TRIM
368	MIZUHO SECURITIES USA LLC	$4.9M	93,972	−19,212	TRIM
369	GHP Investment Advisors, Inc.	$4.9M	93,596	+1,726	ADD
370	SCHULHOFF & CO INC	$4.8M	93,181	+13	ADD
371	Providence Capital Advisors, LLC	$4.8M	92,821	+2,554	ADD
372	Illinois Municipal Retirement Fund	$4.8M	92,257	+33,517	ADD
373	Citizens Business Bank	$4.8M	92,217	−5,171	TRIM
374	TOWNSQUARE CAPITAL LLC	$4.8M	91,691	−5,568	TRIM
375	WASATCH ADVISORS LP	$4.8M	91,676	+91,676	NEW
376	Laird Norton Wetherby Trust Company, LLC	$4.7M	90,420	−761	TRIM
377	KEYBANK NATIONAL ASSOCIATION/OH	$4.7M	91,309	+17,415	ADD
378	BOS Asset Management, LLC	$4.7M	90,532	+572	ADD
379	R.H. Investment Group, LLC	$4.7M	84,574	+2,050	ADD
380	Trexquant Investment LP	$4.7M	89,929	−358,938	TRIM
381	Lakeside Advisors, INC.	$4.7M	89,900	−3,273	TRIM
382	Edgemoor Investment Advisors, Inc.	$4.7M	89,846	+5,615	ADD
383	PRINCIPAL SECURITIES, INC.	$4.7M	89,620	+10,244	ADD
384	CHOREO, LLC	$4.7M	88,607	+548	ADD
385	Norinchukin Bank, The	$4.6M	88,933	+739	ADD
386	HARTFORD INVESTMENT MANAGEMENT CO	$4.6M	88,662	−1,057	TRIM
387	Caprock Group, LLC	$4.6M	87,723	−3,942	TRIM
388	1834 INVESTMENT ADVISORS CO	$4.6M	88,451	+14,219	ADD
389	Private Advisor Group, LLC	$4.6M	88,315	−13,654	TRIM
390	WASHINGTON TRUST BANK	$4.6M	88,019	−2,748	TRIM
391	Royal Fund Management, LLC	$4.6M	87,841	+1,442	ADD
392	Walkner Condon Financial Advisors LLC	$4.5M	87,359	+89	ADD
393	Compagnie Lombard Odier SCmA	$4.5M	86,740	0	NO CHANGE
394	Carnegie Investment Counsel	$4.5M	86,397	+636	ADD
395	ICICI Prudential Asset Management Co Ltd	$4.5M	86,227	+27,500	ADD
396	Avantax Planning Partners, Inc.	$4.5M	85,641	−5,869	TRIM
397	Orion Porfolio Solutions, LLC	$4.4M	84,396	−5,483	TRIM
398	MGO ONE SEVEN LLC	$4.3M	83,109	+4,718	ADD
399	Aster Capital Management (DIFC) Ltd	$4.3M	101,959	+91,300	ADD
400	Independent Advisor Alliance	$4.3M	82,196	+2,268	ADD
401	Waverly Advisors, LLC	$4.3M	82,115	+7,112	ADD
402	HENGEHOLD CAPITAL MANAGEMENT LLC	$4.3M	82,046	−538	TRIM
403	GRIMES & Co WEALTH MANAGEMENT, LLC	$4.2M	81,423	+6,789	ADD
404	Machina Capital S.A.S.	$4.2M	80,759	+6,393	ADD
405	Synergy Asset Management, LLC	$4.2M	80,107	−49,522	TRIM
406	BAYBAN	$4.2M	80,038	−9	TRIM
407	Oak Thistle LLC	$4.1M	79,371	+38,104	ADD
408	Curi Capital, LLC	$4.1M	78,570	+4,523	ADD
409	Detalus Advisors, LLC	$4.1M	78,981	−350	TRIM
410	JANE STREET GROUP, LLC	$4.1M	78,631	−1,380,825	TRIM
411	Maryland State Retirement & Pension System	$4.1M	77,901	0	NO CHANGE
412	MONETA GROUP INVESTMENT ADVISORS LLC	$4.0M	77,449	−2,276	TRIM
413	TRUE Private Wealth Advisors	$4.0M	76,819	−116	TRIM
414	Merit Financial Group, LLC	$4.0M	76,643	+7,529	ADD
415	Mubadala Investment Co PJSC	$4.0M	75,983	+75,983	NEW
416	GRANDFIELD & DODD, LLC	$3.9M	75,792	−300	TRIM
417	KMG FIDUCIARY PARTNERS, LLC	$3.9M	75,098	+24	ADD
418	All Terrain Financial Advisors, LLC	$3.9M	74,482	−8,249	TRIM
419	Bank Pictet & Cie (Europe) AG	$3.9M	74,068	+31,441	ADD
420	WealthTrust Asset Management, LLC	$3.8M	74,000	0	NO CHANGE
421	Philip James Wealth Mangement, LLC	$3.8M	73,756	−2,140	TRIM
422	Concurrent Investment Advisors, LLC	$3.8M	73,488	+660	ADD
423	Slagle Financial, LLC	$3.8M	73,108	+2,030	ADD
424	Aptus Capital Advisors, LLC	$3.8M	72,189	−9,320	TRIM
425	VISTA INVESTMENT PARTNERS II, LLC	$3.8M	72,164	−107	TRIM
426	Johnson Financial Group, Inc.	$3.7M	70,169	−1,592	TRIM
427	ING GROEP NV	$3.7M	70,759	−1,150	TRIM
428	ALKEME WEALTH, LLC	$3.7M	70,602	−575	TRIM
429	Vinva Investment Management Ltd	$3.6M	71,304	−66,445	TRIM
430	Ascent Group, LLC	$3.6M	69,654	+2,620	ADD
431	Mutual Advisors, LLC	$3.6M	69,375	−149	TRIM
432	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.6M	69,327	+69,327	NEW
433	MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	$3.6M	68,606	−250	TRIM
434	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$3.6M	68,485	+10,381	ADD
435	Community Bank of Raymore	$3.6M	68,424	0	NO CHANGE
436	QUADRANT CAPITAL GROUP LLC	$3.5M	67,780	+1,192	ADD
437	Brookmont Capital Management	$3.5M	67,671	+2,180	ADD
438	Dai-ichi Life Insurance Company, Ltd	$3.5M	67,409	−2,773	TRIM
439	AGF MANAGEMENT LTD	$3.5M	67,306	+9,444	ADD
440	Focus Partners Advisor Solutions, LLC	$3.5M	67,128	−9,860	TRIM
441	TWO SIGMA INVESTMENTS, LP	$3.5M	67,003	−227,915	TRIM
442	Dana Investment Advisors, Inc.	$3.5M	66,969	+52,226	ADD
443	Caption Management, LLC	$3.4M	66,250	+66,250	NEW
444	Cascade Investment Advisors, Inc.	$3.4M	65,981	−1,424	TRIM
445	CITIZENS FINANCIAL GROUP INC/RI	$3.4M	64,987	+3,873	ADD
446	FIL Ltd	$3.3M	64,305	−63,228	TRIM
447	Savant Capital, LLC	$3.3M	64,092	+7,236	ADD
448	MUFG Securities EMEA plc	$3.3M	63,725	0	NO CHANGE
449	CENTRAL TRUST Co	$3.3M	63,703	+1,429	ADD
450	NAPLES GLOBAL ADVISORS, LLC	$3.3M	62,997	−524	TRIM
451	GREAT LAKES ADVISORS, LLC	$3.3M	63,030	+8,829	ADD
452	OFI INVEST ASSET MANAGEMENT	$3.3M	68,570	+46,708	ADD
453	AG2R LA MONDIALE GESTION D'ACTIFS	$3.3M	62,939	+833	ADD
454	Steward Partners Investment Advisory, LLC	$3.3M	62,626	+6,175	ADD
455	FIDUCIARY TRUST CO	$3.2M	61,127	+652	ADD
456	LVW Advisors, LLC	$3.2M	60,681	+4,229	ADD
457	Advisors Asset Management, Inc.	$3.1M	60,514	+8,762	ADD
458	Metis Global Partners, LLC	$3.1M	60,477	−7,188	TRIM
459	Voleon Capital Management LP	$3.1M	59,925	+22,599	ADD
460	Granite Group Advisors, LLC	$3.1M	57,832	+924	ADD
461	Integras Partners LLC	$3.1M	59,650	−2,932	TRIM
462	Banque Cantonale Vaudoise	$3.1M	59,053	−7,715	TRIM
463	Loudon Investment Management, LLC	$3.1M	58,845	0	NO CHANGE
464	Accredited Investors Inc.	$3.1M	58,771	−1,328	TRIM
465	PINNACLE ASSOCIATES LTD	$3.0M	58,372	−317	TRIM
466	OneAscent Wealth Management LLC	$3.0M	57,984	+19	ADD
467	Bill Few Associates, Inc.	$3.0M	57,464	+13,037	ADD
468	Saudi Central Bank	$3.0M	57,376	+57,376	NEW
469	World Investment Advisors	$3.0M	57,359	−4,770	TRIM
470	Raleigh Capital Management Inc.	$3.0M	57,086	+1,864	ADD
471	Tradition Wealth Management, LLC	$2.9M	55,933	+794	ADD
472	HIGHLAND CAPITAL MANAGEMENT, LLC	$2.9M	55,756	−1,560	TRIM
473	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$2.9M	54,997	−11,399	TRIM
474	America First Investment Advisors, LLC	$2.9M	54,842	0	NO CHANGE
475	New Age Alpha Advisors, LLC	$2.9M	54,815	−1,758	TRIM
476	FULTON BANK, N.A.	$2.8M	54,526	−584	TRIM
477	Bleakley Financial Group, LLC	$2.8M	54,451	−1,620	TRIM
478	E. Ohman J:or Asset Management AB	$2.8M	54,268	0	NO CHANGE
479	Parcion Private Wealth LLC	$2.8M	54,191	−3,458	TRIM
480	HBK Sorce Advisory LLC	$2.8M	50,359	−3,127	TRIM
481	Hillman Capital Management, Inc.	$2.7M	52,528	−765	TRIM
482	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.7M	52,092	+512	ADD
483	Cornerstone Wealth Management, LLC	$2.7M	52,045	+676	ADD
484	Keudell/Morrison Wealth Management	$2.7M	51,935	−1,592	TRIM
485	XML Financial, LLC	$2.7M	51,816	−383	TRIM
486	MITCHELL & PAHL PRIVATE WEALTH, LLC	$2.7M	51,222	+1,511	ADD
487	Assenagon Asset Management S.A.	$2.7M	51,113	−2,265	TRIM
488	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$2.7M	51,100	0	NO CHANGE
489	Summit Trail Advisors, LLC	$2.7M	50,995	+7,990	ADD
490	OPPENHEIMER ASSET MANAGEMENT INC.	$2.6M	50,875	−3,074	TRIM
491	EVERGREEN CAPITAL MANAGEMENT LLC	$2.6M	50,335	+19,729	ADD
492	Vise Technologies, Inc.	$2.6M	49,501	0	NO CHANGE
493	Hills Bank & Trust Co	$2.6M	50,655	−87	TRIM
494	Verdence Capital Advisors LLC	$2.6M	50,336	−2,409	TRIM
495	Shoker Investment Counsel, Inc.	$2.6M	50,196	−6,367	TRIM
496	Kingsview Wealth Management, LLC	$2.6M	49,927	−1,075	TRIM
497	Marks Group Wealth Management, Inc	$2.6M	49,858	−984	TRIM
498	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.6M	49,737	+70	ADD
499	Focus Financial Network, Inc.	$2.6M	49,543	−2,856	TRIM
500	RW Investment Management LLC	$2.6M	49,468	—	NO PRIOR

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

Congress ↔ notable managers · USB

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 1 Carol D. Miller R–WV-1 $15K–$50K

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

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $2.5M held
Trimming: 2 Bridgewater Associates, Caxton Associates $15.8M held

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

Merged timeline of congressional filings and notable-manager moves on USB
Date	Who	Change	Size
2026-08-13	Carol D. Miller Congress	SELL	$15K–$50K
2026-05-15	Gotham Asset Management 13F	ADD	+6,405 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−251,841 sh
2026-05-14	Caxton Associates 13F	TRIM	−47,129 sh

4 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

33 members of Congress disclosed USB — 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).