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 ↗

WESTERN DIGITAL CORP · COM · quarter ended 2026-03-31 · 14 members disclosed WDC ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,186 holders are listed, largest first: 1,186
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $82.2B
holders whose share count rose or who opened the position (new + add), by shares: 653
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 121

Holders — quarter ended 2026-03-31

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

13F holders of WDC ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$9.7B	35,769,222	+259,704	ADD
2	FMR LLC	$8.6B	31,623,418	−2,170,383	TRIM
3	VANGUARD CAPITAL MANAGEMENT LLC	$6.0B	22,034,861	—	NO PRIOR
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$4.6B	17,172,653	—	NO PRIOR
5	JPMORGAN CHASE & CO	$4.4B	17,512,148	+3,216,183	ADD
6	STATE STREET CORP	$4.2B	15,465,766	−230,188	TRIM
7	Capital World Investors	$3.2B	11,880,038	+10,816,431	ADD
8	GEODE CAPITAL MANAGEMENT, LLC	$2.6B	9,477,201	+194,769	ADD
9	BANK OF AMERICA CORP /DE/	$2.3B	8,489,612	−3,555,039	TRIM
10	MORGAN STANLEY	$2.1B	7,939,106	−1,005,556	TRIM
11	WCM INVESTMENT MANAGEMENT, LLC	$1.7B	6,561,810	−129,399	TRIM
12	AMERIPRISE FINANCIAL INC	$1.6B	5,762,533	−2,757,892	TRIM
13	Invesco Ltd.	$1.5B	5,530,864	+75,621	ADD
14	UBS Group AG	$1.1B	4,182,454	−368,367	TRIM
15	NORTHERN TRUST CORP	$976M	3,606,563	−65,392	TRIM
16	AQR CAPITAL MANAGEMENT LLC	$913M	3,459,565	+486,862	ADD
17	Capital Research Global Investors	$895M	3,309,625	+3,309,625	NEW
18	Amundi	$827M	3,058,867	+659,131	ADD
19	Nuveen, LLC	$800M	2,959,245	−1,604,231	TRIM
20	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$785M	2,902,748	+93,339	ADD
21	D. E. Shaw & Co., Inc.	$727M	2,688,230	−3,013,088	TRIM
22	Bank of New York Mellon Corp	$679M	2,508,752	+435,716	ADD
23	DIMENSIONAL FUND ADVISORS LP	$677M	2,503,321	−1,062,021	TRIM
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$597M	2,206,941	−59,768	TRIM
25	Legal & General Group Plc	$576M	2,129,170	+95,615	ADD
26	VANGUARD FIDUCIARY TRUST CO	$516M	1,908,325	—	NO PRIOR
27	DEUTSCHE BANK AG\	$507M	1,872,796	−358,813	TRIM
28	HSBC HOLDINGS PLC	$417M	1,545,167	−990,403	TRIM
29	National Pension Service	$389M	1,437,962	+1,437,962	NEW
30	BANK OF MONTREAL /CAN/	$380M	1,405,042	+373,990	ADD
31	Maple Rock Capital Partners Inc.	$379M	1,400,434	−981,091	TRIM
32	AMF Tjanstepension AB	$372M	1,373,910	−394,049	TRIM
33	Value Aligned Research Advisors, LLC	$350M	1,295,439	+1,295,439	NEW
34	ROYAL BANK OF CANADA	$344M	1,271,074	−711,979	TRIM
35	Soroban Capital Partners LP	$310M	1,146,273	0	NO CHANGE
36	RENAISSANCE TECHNOLOGIES LLC	$310M	1,146,133	+153,600	ADD
37	BARCLAYS PLC	$284M	1,050,033	−476,351	TRIM
38	WELLS FARGO & COMPANY/MN	$277M	1,024,545	+158,749	ADD
39	Swiss National Bank	$271M	1,003,307	+52,500	ADD
40	Robeco Institutional Asset Management B.V.	$266M	984,685	−392,066	TRIM
41	Polar Capital Holdings Plc	$263M	972,432	+59,240	ADD
42	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$241M	891,662	−133,785	TRIM
43	Castle Hook Partners LP	$238M	878,939	−446,731	TRIM
44	Sumitomo Mitsui Trust Group, Inc.	$226M	836,666	−50,393	TRIM
45	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$224M	827,668	+412,055	ADD
46	VOYA INVESTMENT MANAGEMENT LLC	$221M	817,564	+448,942	ADD
47	WT Asset Management Ltd	$221M	816,707	+405,249	ADD
48	Mitsubishi UFJ Asset Management Co., Ltd.	$216M	796,983	+45,781	ADD
49	Holocene Advisors, LP	$206M	761,886	−173,096	TRIM
50	Vanguard Global Advisers, LLC	$202M	745,156	—	NO PRIOR
51	Anther Capital Ltd	$193M	712,395	—	NO PRIOR
52	ENVESTNET ASSET MANAGEMENT INC	$190M	701,352	+108,079	ADD
53	PRINCIPAL FINANCIAL GROUP INC	$183M	676,042	−316,689	TRIM
54	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$182M	671,717	−127,043	TRIM
55	Point72 Asset Management, L.P.	$169M	623,944	+445,159	ADD
56	PRUDENTIAL FINANCIAL INC	$167M	616,644	−402,509	TRIM
57	BALYASNY ASSET MANAGEMENT L.P.	$167M	616,559	+386,903	ADD
58	VANGUARD ASSET MANAGEMENT, Ltd	$159M	588,392	—	NO PRIOR
59	Jericho Capital Asset Management L.P.	$157M	581,562	+581,562	NEW
60	PRIMECAP MANAGEMENT CO/CA/	$156M	577,210	−176,330	TRIM
61	CITIGROUP INC	$155M	572,493	−786,716	TRIM
62	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$154M	568,828	+334,887	ADD
63	NOMURA ASSET MANAGEMENT CO LTD	$138M	509,267	−612,828	TRIM
64	ProShare Advisors LLC	$136M	501,292	−116,769	TRIM
65	VICTORY CAPITAL MANAGEMENT INC	$134M	497,009	−90,489	TRIM
66	SEI INVESTMENTS CO	$134M	495,174	+23,977	ADD
67	ALLIANCEBERNSTEIN L.P.	$131M	763,080	−865,947	TRIM
68	Universal- Beteiligungs- und Servicegesellschaft mbH	$128M	473,874	+89,784	ADD
69	Neuberger Berman Group LLC	$123M	456,245	+30,456	ADD
70	NATIONAL BANK OF CANADA /FI/	$118M	434,731	+161,199	ADD
71	Whale Rock Capital Management LLC	$111M	412,006	+412,006	NEW
72	Employees Provident Fund Board	$110M	405,167	+405,167	NEW
73	LPL Financial LLC	$107M	396,886	+63,669	ADD
74	PARNASSUS INVESTMENTS, LLC	$107M	396,802	−126,695	TRIM
75	BNP Paribas Asset Management Holding S.A.	$101M	373,591	+168,406	ADD
76	FIRST TRUST ADVISORS LP	$100M	369,889	−257,290	TRIM
77	Gotham Asset Management, LLC	$99.5M	367,768	−138,986	TRIM
78	NORDEA INVESTMENT MANAGEMENT AB	$99.0M	380,371	+282,309	ADD
79	Korea Investment CORP	$98.8M	365,410	−5,101	TRIM
80	BANK OF NOVA SCOTIA	$98.2M	363,175	−765,788	TRIM
81	MACKENZIE FINANCIAL CORP	$98.1M	362,557	−140,737	TRIM
82	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$97.0M	358,429	−234,867	TRIM
83	STOREBRAND ASSET MANAGEMENT AS	$96.6M	356,953	—	NO PRIOR
84	Quadrature Capital Ltd	$96.0M	354,942	+354,942	NEW
85	Trivest Advisors Ltd	$93.3M	345,000	−530,000	TRIM
86	Quantinno Capital Management LP	$91.6M	338,635	−34,550	TRIM
87	CANADA PENSION PLAN INVESTMENT BOARD	$90.3M	334,006	−48,204	TRIM
88	BAHL & GAYNOR INC	$88.0M	325,336	−49,639	TRIM
89	DANSKE BANK A/S	$87.6M	323,908	−16,615	TRIM
90	PFA Pension, Forsikringsaktieselskab	$86.2M	318,651	+318,651	NEW
91	Amanah Holdings Trust	$85.2M	315,000	0	NO CHANGE
92	RAYMOND JAMES FINANCIAL INC	$83.9M	310,095	−26,708	TRIM
93	AVIVA PLC	$83.3M	307,992	+2,684	ADD
94	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$81.4M	300,995	−2,691	TRIM
95	ADAGE CAPITAL PARTNERS GP, L.L.C.	$79.5M	293,737	+35,100	ADD
96	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$79.3M	293,161	+145,961	ADD
97	FRANKLIN RESOURCES INC	$76.4M	282,591	−74,381	TRIM
98	MILLENNIUM MANAGEMENT LLC	$75.1M	277,653	−39,552	TRIM
99	IEQ CAPITAL, LLC	$74.7M	276,112	+31,332	ADD
100	Connor, Clark & Lunn Investment Management Ltd.	$74.5M	275,539	+45,068	ADD
101	XN LP	$74.5M	275,482	+275,482	NEW
102	CITADEL ADVISORS LLC	$71.9M	265,868	−1,053,898	TRIM
103	SCHRODER INVESTMENT MANAGEMENT GROUP	$71.7M	265,088	−20,113	TRIM
104	Aberdeen Group plc	$71.0M	262,328	−10,159	TRIM
105	TEACHER RETIREMENT SYSTEM OF TEXAS	$69.9M	258,564	−108,776	TRIM
106	Squarepoint Ops LLC	$69.8M	258,100	−264,190	TRIM
107	Bridgewater Associates, LP	$67.4M	249,039	+176,700	ADD
108	Clear Street Group Inc.	$65.1M	240,750	+240,750	NEW
109	ASSETMARK, INC	$64.7M	239,012	−30,898	TRIM
110	NEOS Investment Management LLC	$63.1M	233,321	+101,002	ADD
111	Mirae Asset Global Investments Co., Ltd.	$61.7M	227,957	+43,682	ADD
112	AustralianSuper Pty Ltd	$60.8M	224,701	−126,971	TRIM
113	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$60.1M	222,272	−3,267	TRIM
114	STATE OF WISCONSIN INVESTMENT BOARD	$60.1M	222,130	−4,836	TRIM
115	ROYAL LONDON ASSET MANAGEMENT LTD	$59.4M	219,458	+47,857	ADD
116	Pictet Asset Management Holding SA	$58.3M	215,749	−126,767	TRIM
117	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$57.3M	211,887	+47,155	ADD
118	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$57.1M	211,200	+211,200	NEW
119	HAWK RIDGE CAPITAL MANAGEMENT LP	$56.6M	209,400	−116,300	TRIM
120	BRAUN STACEY ASSOCIATES INC	$56.1M	207,494	−35,872	TRIM
121	Walleye Trading LLC	$55.9M	206,486	+114,978	ADD
122	GENDELL JEFFREY L	$54.1M	200,009	−10,180	TRIM
123	Rokos Capital Management LLP	$53.7M	198,460	+198,460	NEW
124	AMERICAN CENTURY COMPANIES INC	$53.6M	198,164	+56,079	ADD
125	Swedbank AB	$52.9M	195,532	−28,783	TRIM
126	ARS Investment Partners, LLC	$51.9M	191,888	−67,328	TRIM
127	SAMLYN CAPITAL, LLC	$51.2M	189,287	+189,287	NEW
128	Avala Global LP	$51.1M	189,100	0	NO CHANGE
129	NEW YORK STATE COMMON RETIREMENT FUND	$51.1M	188,879	+11,300	ADD
130	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$50.2M	185,516	+171,574	ADD
131	WORLDQUANT MILLENNIUM ADVISORS LLC	$50.0M	184,934	−456,991	TRIM
132	Empowered Funds, LLC	$49.8M	184,287	+184,287	NEW
133	Mariner, LLC	$48.8M	180,497	+45,309	ADD
134	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$48.7M	179,927	−15,432	TRIM
135	Ensign Peak Advisors, Inc	$48.1M	177,891	+87,284	ADD
136	1832 Asset Management L.P.	$47.3M	175,013	+156,771	ADD
137	Talos Eurisko Asset Management LP	$47.0M	173,792	−33,042	TRIM
138	ING GROEP NV	$46.9M	173,456	−61,254	TRIM
139	TD ASSET MANAGEMENT INC	$46.9M	173,242	+32,695	ADD
140	Cerity Partners LLC	$46.8M	173,004	−7,591	TRIM
141	KLP KAPITALFORVALTNING AS	$46.7M	172,723	+4,400	ADD
142	Vanguard Investments Australia, Ltd.	$46.2M	170,650	—	NO PRIOR
143	Chevy Chase Trust Holdings, LLC	$45.3M	167,328	−6,056	TRIM
144	STIFEL FINANCIAL CORP	$45.1M	166,695	+6,002	ADD
145	CIBC Bancorp USA Inc.	$44.2M	163,532	—	NO PRIOR
146	APG Asset Management N.V.	$42.6M	181,649	−17,468	TRIM
147	Alyeska Investment Group, L.P.	$42.0M	155,284	−22,008	TRIM
148	LGT Group Foundation	$41.8M	154,500	−9,349	TRIM
149	Mitsubishi UFJ Trust & Banking Corp	$41.6M	153,795	+13,268	ADD
150	Crossmark Global Holdings, Inc.	$41.3M	152,664	—	NO PRIOR
151	Asset Management One Co., Ltd.	$40.1M	148,345	−4,531	TRIM
152	Tredje AP-fonden	$40.1M	148,214	−94,715	TRIM
153	TORONTO DOMINION BANK	$39.5M	146,065	−28,792	TRIM
154	JUPITER ASSET MANAGEMENT LTD	$38.6M	142,800	+76,607	ADD
155	CIBC Asset Management Inc	$38.2M	141,348	−1,928	TRIM
156	MERCER GLOBAL ADVISORS INC /ADV	$38.2M	141,222	−1,454	TRIM
157	Ceredex Value Advisors LLC	$38.0M	140,666	−89,753	TRIM
158	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$37.9M	140,165	−11,589	TRIM
159	Atalan Capital Partners, LP	$36.4M	134,550	−570,850	TRIM
160	Migdal Insurance & Financial Holdings Ltd.	$36.2M	134,000	+134,000	NEW
161	Creative Planning	$35.6M	131,649	+24,791	ADD
162	Candriam S.C.A.	$35.4M	130,989	−25,320	TRIM
163	Spartan Wealth Advisory Services LLC	$34.6M	128,061	—	NO PRIOR
164	Alta Park Capital, LP	$34.2M	126,583	−266,896	TRIM
165	Susquehanna Portfolio Strategies, LLC	$33.7M	124,661	0	NO CHANGE
166	Illinois Municipal Retirement Fund	$33.6M	124,156	−15,376	TRIM
167	CWM, LLC	$32.7M	120,888	+18,361	ADD
168	Rafferty Asset Management, LLC	$32.5M	120,183	−57,473	TRIM
169	DEPRINCE RACE & ZOLLO INC	$32.0M	118,245	−62,494	TRIM
170	Focus Partners Wealth	$32.0M	117,137	+71,028	ADD
171	State of New Jersey Common Pension Fund D	$31.8M	117,489	−1,822	TRIM
172	Rivermont Capital Management LP	$31.3M	115,665	−38,644	TRIM
173	Schonfeld Strategic Advisors LLC	$30.8M	113,743	−95,238	TRIM
174	Cetera Investment Advisers	$30.4M	112,415	+17,861	ADD
175	Eurizon Capital SGR S.p.A.	$29.7M	110,156	+110,156	NEW
176	APIS CAPITAL ADVISORS, LLC	$29.6M	109,600	−70,300	TRIM
177	Resona Asset Management Co.,Ltd.	$28.8M	107,825	+142	ADD
178	Allianz Asset Management GmbH	$28.7M	106,215	−21,097	TRIM
179	GATEWAY INVESTMENT ADVISERS LLC	$28.7M	106,203	+59,427	ADD
180	FIL Ltd	$28.1M	103,738	+26,856	ADD
181	STATE OF MICHIGAN RETIREMENT SYSTEM	$27.8M	102,657	−1,000	TRIM
182	NISA INVESTMENT ADVISORS, LLC	$27.4M	101,402	−82	TRIM
183	NewEdge Advisors, LLC	$26.9M	99,548	+99,548	NEW
184	Zurcher Kantonalbank (Zurich Cantonalbank)	$26.4M	97,488	+7,491	ADD
185	NISSAY ASSET MANAGEMENT CORP /JAPAN	$26.3M	97,121	+1,946	ADD
186	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	$26.2M	96,947	−130,378	TRIM
187	PANAGORA ASSET MANAGEMENT INC	$26.2M	96,741	+58,267	ADD
188	SEB Asset Management AB	$25.8M	95,487	—	NO PRIOR
189	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$25.6M	94,398	+19,539	ADD
190	US BANCORP \DE\	$25.4M	93,840	−282	TRIM
191	Arizona State Retirement System	$25.3M	93,674	−1,928	TRIM
192	Czech National Bank	$25.0M	92,336	+2,182	ADD
193	Tidal Investments LLC	$24.6M	90,848	+37,832	ADD
194	Daiwa Securities Group Inc.	$24.5M	90,560	+3,947	ADD
195	UNICOM Systems, Inc.	$24.5M	90,500	+90,500	NEW
196	Swiss Life Asset Management Ltd	$24.3M	89,969	−36,571	TRIM
197	GUGGENHEIM CAPITAL LLC	$24.2M	89,468	−18,961	TRIM
198	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$24.2M	89,416	+34,950	ADD
199	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$23.8M	88,462	+7,289	ADD
200	Sumitomo Mitsui DS Asset Management Company, Ltd	$23.6M	87,304	−9,439	TRIM
201	LOOMIS SAYLES & CO L P	$23.5M	87,059	−78,670	TRIM
202	MML INVESTORS SERVICES, LLC	$23.1M	85,314	+7,053	ADD
203	Temasek Holdings (Private) Ltd	$22.5M	83,092	+83,092	NEW
204	LAZARD ASSET MANAGEMENT LLC	$22.4M	82,694	−178,901	TRIM
205	Andra AP-fonden	$22.1M	81,737	−178,663	TRIM
206	Man Group plc	$22.1M	81,619	−96,785	TRIM
207	LBP AM SA	$21.7M	80,109	+74,774	ADD
208	MetLife Investment Management, LLC	$21.4M	79,241	−2,691	TRIM
209	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$21.4M	78,976	−552	TRIM
210	Mediolanum International Funds Ltd	$20.9M	83,123	−11,971	TRIM
211	Varma Mutual Pension Insurance Co	$20.6M	76,100	0	NO CHANGE
212	IMC-Chicago, LLC	$20.4M	75,502	+75,502	NEW
213	Park West Asset Management LLC	$20.3M	75,027	−36,500	TRIM
214	DnB Asset Management AS	$19.9M	73,714	+7,229	ADD
215	Central Asset Investments & Management Holdings (HK) Ltd	$19.9M	73,560	−60,188	TRIM
216	IFM Investors Pty Ltd	$19.7M	72,760	−228	TRIM
217	FIFTH THIRD BANCORP	$19.7M	72,692	+52,359	ADD
218	Retirement Systems of Alabama	$19.5M	71,998	−736	TRIM
219	PUBLIC SECTOR PENSION INVESTMENT BOARD	$19.0M	70,288	+20,230	ADD
220	LGT Fund Management Co Ltd.	$18.6M	68,870	+52,670	ADD
221	OSAIC HOLDINGS, INC.	$18.5M	68,556	−18,056	TRIM
222	Parallax Volatility Advisers, L.P.	$18.5M	68,462	−28,755	TRIM
223	Engineers Gate Manager LP	$18.4M	68,069	−24,275	TRIM
224	OFI INVEST ASSET MANAGEMENT	$17.8M	75,454	−62,177	TRIM
225	QRG CAPITAL MANAGEMENT, INC.	$17.8M	65,785	+4,647	ADD
226	Rakuten Investment Management, Inc.	$17.7M	70,489	+6,845	ADD
227	Melqart Asset Management (UK) Ltd	$17.4M	64,216	−35,215	TRIM
228	Corient Private Wealth LLC	$17.3M	65,355	−175,373	TRIM
229	XPONANCE LLC	$17.3M	63,879	+7,366	ADD
230	Vanguard Personalized Indexing Management, LLC	$17.1M	63,184	+2,197	ADD
231	Sienna Gestion	$17.1M	67,254	−18,727	TRIM
232	Vident Advisory, LLC	$16.6M	61,407	+50,015	ADD
233	CHAPIN DAVIS, INC.	$16.5M	61,041	−17,348	TRIM
234	American Assets Investment Management, LLC	$16.2M	60,000	0	NO CHANGE
235	Tyro Capital Management LLC	$16.1M	59,548	+59,548	NEW
236	UniSuper Management Pty Ltd	$16.0M	59,251	−7,526	TRIM
237	Investment Management Corp of Ontario	$16.0M	59,201	+29,933	ADD
238	CREDIT AGRICOLE S A	$15.9M	58,681	−166	TRIM
239	ODDO BHF ASSET MANAGEMENT SAS	$15.7M	58,195	−24,415	TRIM
240	Prospera Financial Services Inc	$15.3M	56,710	+31,135	ADD
241	TUDOR INVESTMENT CORP ET AL	$15.1M	55,793	+53,842	ADD
242	Utah Retirement Systems	$15.0M	55,294	−1,462	TRIM
243	Sanctuary Advisors, LLC	$14.6M	53,854	−1,085	TRIM
244	Attestor Capital Ltd	$14.3M	52,927	+30,860	ADD
245	Maytus Capital Management, LLC	$14.2M	52,501	−70,499	TRIM
246	Vinva Investment Management Ltd	$14.1M	56,204	−142,524	TRIM
247	Allspring Global Investments Holdings, LLC	$14.1M	47,202	+3,810	ADD
248	Janus Henderson Group Ltd.	$14.0M	51,727	+16,682	ADD
249	ELEVATION POINT WEALTH PARTNERS, LLC	$13.9M	51,393	+49,550	ADD
250	Rockefeller Capital Management L.P.	$13.9M	51,233	−5,158	TRIM
251	EXCHANGE TRADED CONCEPTS, LLC	$13.8M	51,150	+8,026	ADD
252	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$13.7M	50,802	+4,018	ADD
253	Calamos Advisors LLC	$13.5M	49,820	+49,820	NEW
254	Federation des caisses Desjardins du Quebec	$13.5M	49,790	−14,309	TRIM
255	Ethic Inc.	$13.4M	49,359	+14,933	ADD
256	Walleye Capital LLC	$13.3M	49,189	−8,982	TRIM
257	S&T BANK/PA	$13.1M	48,501	−18,091	TRIM
258	PEAK6 LLC	$13.0M	48,116	+48,116	NEW
259	RITHOLTZ WEALTH MANAGEMENT	$12.8M	47,387	+17,471	ADD
260	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$12.7M	47,122	−14,439	TRIM
261	HighTower Advisors, LLC	$12.7M	47,036	+11,743	ADD
262	Summit Trail Advisors, LLC	$12.7M	47,018	+3,317	ADD
263	ROBOTTI ROBERT	$12.6M	46,544	−38,289	TRIM
264	Wealthfront Advisers LLC	$12.4M	45,852	+12,506	ADD
265	TRUIST FINANCIAL CORP	$12.2M	45,177	+8,165	ADD
266	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$12.1M	44,864	−3,597	TRIM
267	MACQUARIE GROUP LTD	$12.1M	44,830	−21,661	TRIM
268	XTX Topco Ltd	$12.1M	44,678	+31,881	ADD
269	Banco Santander, S.A.	$12.1M	44,628	+37,208	ADD
270	BOOTHBAY FUND MANAGEMENT, LLC	$12.0M	44,454	−35,356	TRIM
271	Vestmark Advisory Solutions, Inc.	$11.9M	44,087	+38,545	ADD
272	Mubadala Investment Co PJSC	$11.9M	43,980	+43,980	NEW
273	SHELTON CAPITAL MANAGEMENT	$11.5M	42,349	−1,540	TRIM
274	ExodusPoint Capital Management, LP	$11.4M	42,277	+42,277	NEW
275	Lansforsakringar Fondforvaltning AB (publ)	$11.2M	41,491	+11,416	ADD
276	Permit Capital, LLC	$11.1M	41,200	−38,800	TRIM
277	Caprock Group, LLC	$10.7M	39,580	+6,889	ADD
278	ASR Vermogensbeheer N.V.	$10.5M	38,917	+675	ADD
279	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$10.5M	38,820	−347	TRIM
280	PRUDENTIAL PLC	$10.2M	37,769	+30,860	ADD
281	Atika Capital Management LLC	$10.2M	37,717	+37,717	NEW
282	Baird Financial Group, Inc.	$10.0M	36,938	+36,938	NEW
283	Verition Fund Management LLC	$9.8M	36,263	−175,636	TRIM
284	Elo Mutual Pension Insurance Co	$9.8M	36,160	−5,736	TRIM
285	Lombard Odier Asset Management (Switzerland) SA	$9.8M	36,118	+1,989	ADD
286	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$9.8M	36,056	−652	TRIM
287	Grand Alliance Asset Management Ltd	$9.7M	36,000	−15,000	TRIM
288	NOMURA HOLDINGS INC	$9.7M	35,958	−278,032	TRIM
289	NATIXIS	$9.6M	35,376	−182,478	TRIM
290	OP Asset Management Ltd	$9.5M	35,173	—	NO PRIOR
291	YOUSIF CAPITAL MANAGEMENT, LLC	$9.5M	35,067	−2,236	TRIM
292	Composition Wealth, LLC	$9.4M	34,732	+306	ADD
293	JANE STREET GROUP, LLC	$9.3M	34,506	−2,901	TRIM
294	FORA Capital, LLC	$9.0M	33,374	−28,011	TRIM
295	WELLINGTON MANAGEMENT GROUP LLP	$8.9M	33,049	+1,856	ADD
296	JOHN G ULLMAN & ASSOCIATES INC	$8.9M	32,958	−31,350	TRIM
297	OpenArc Corporate Advisory, LLC	$8.9M	32,794	−3,385	TRIM
298	COMMONWEALTH EQUITY SERVICES, LLC	$8.7M	32,324	−53,417	TRIM
299	Norinchukin Bank, The	$8.7M	32,278	+842	ADD
300	Bellwether Advisors, LLC	$8.5M	31,429	+13,686	ADD
301	Pathstone Holdings, LLC	$8.4M	31,206	−276	TRIM
302	Capital International, Inc./CA/	$8.1M	30,083	+30,083	NEW
303	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$7.9M	29,356	−3,675	TRIM
304	Lido Advisors, LLC	$7.9M	29,287	−9,113	TRIM
305	CI INVESTMENTS INC.	$7.8M	28,914	+26,929	ADD
306	Up Capital Management, Inc.	$7.7M	28,370	+28,370	NEW
307	Americana Partners, LLC	$7.7M	28,325	+19,387	ADD
308	Oribel Capital Management, LP	$7.6M	28,200	+28,200	NEW
309	Merit Financial Group, LLC	$7.6M	28,028	−111	TRIM
310	Orion Porfolio Solutions, LLC	$7.5M	27,822	+1,454	ADD
311	Assenagon Asset Management S.A.	$7.4M	27,537	−8,363	TRIM
312	OMERS ADMINISTRATION Corp	$7.4M	27,242	+5,447	ADD
313	ZACKS INVESTMENT MANAGEMENT	$7.3M	27,075	+885	ADD
314	Banque Cantonale Vaudoise	$7.1M	26,165	−26,717	TRIM
315	Dilation Capital Management LP	$7.1M	26,090	+26,090	NEW
316	PROFUND ADVISORS LLC	$7.0M	25,825	−6,284	TRIM
317	Tower Research Capital LLC (TRC)	$7.0M	25,813	−780	TRIM
318	CSS LLC/IL	$6.9M	25,433	−14,390	TRIM
319	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.9M	25,424	+8,705	ADD
320	Callan Family Office, LLC	$6.7M	24,838	−1,988	TRIM
321	Polar Asset Management Partners Inc.	$6.5M	23,945	+23,945	NEW
322	WINTON GROUP Ltd	$6.5M	23,937	+20,133	ADD
323	Y-Intercept (Hong Kong) Ltd	$6.4M	23,649	+23,649	NEW
324	CWA Asset Management Group, LLC	$6.4M	23,645	+21,938	ADD
325	NewEdge Wealth, LLC	$6.3M	23,460	−7,937	TRIM
326	MITCHELL CAPITAL MANAGEMENT CO	$6.3M	23,452	+23,452	NEW
327	INTECH INVESTMENT MANAGEMENT LLC	$6.2M	22,890	−106,403	TRIM
328	FEDERATED HERMES, INC.	$6.2M	22,849	−3,224	TRIM
329	Cavalier Investments, LLC	$6.1M	22,610	−59,370	TRIM
330	BLAIR WILLIAM & CO/IL	$6.1M	22,491	+3,572	ADD
331	Beck Bode, LLC	$6.0M	22,229	+22,229	NEW
332	Trek Financial, LLC	$5.9M	21,828	+21,828	NEW
333	TTP Investments, Inc.	$5.7M	20,897	−642	TRIM
334	Sterling Capital Management LLC	$5.6M	20,747	−7,915	TRIM
335	WESTPAC BANKING CORP	$5.6M	20,720	+20,720	NEW
336	ABN AMRO INVESTMENT SOLUTIONS	$5.6M	20,683	+3,378	ADD
337	Harvest Investment Services, LLC	$5.6M	20,643	+3,876	ADD
338	E Fund Management Co., Ltd.	$5.6M	20,570	—	NO PRIOR
339	ADAMS DIVERSIFIED EQUITY FUND, INC.	$5.5M	20,500	+20,500	NEW
340	MIZUHO SECURITIES USA LLC	$5.5M	20,496	−4,399	TRIM
341	Polymer Capital Management (HK) LTD	$5.5M	20,191	−40,692	TRIM
342	Convergence Investment Partners, LLC	$5.5M	20,176	+20,176	NEW
343	CIBC WORLD MARKET INC.	$5.4M	19,939	−31,948	TRIM
344	Krilogy Financial LLC	$5.4M	14,820	+4,301	ADD
345	Caitong International Asset Management Co., Ltd	$5.3M	19,610	+19,594	ADD
346	Focus Partners Advisor Solutions, LLC	$5.3M	19,525	+1,853	ADD
347	Blackstone Inc.	$5.2M	19,352	−1,253	TRIM
348	HARTFORD INVESTMENT MANAGEMENT CO	$5.2M	19,331	−428	TRIM
349	Dana Investment Advisors, Inc.	$5.2M	19,328	−11,792	TRIM
350	Collar Capital Management, LLC	$5.2M	19,226	−2,472	TRIM
351	Avanza Fonder AB	$5.2M	19,185	−306	TRIM
352	L & S Advisors Inc	$5.1M	19,003	−37,931	TRIM
353	Pallas Capital Advisors LLC	$5.1M	18,991	−604	TRIM
354	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$5.1M	18,881	+3,945	ADD
355	TRIGLAV INVESTMENTS, D.O.O.	$5.1M	18,700	+18,700	NEW
356	St. Louis Financial Planners Asset Management, LLC	$5.0M	18,667	+18,667	NEW
357	TD Waterhouse Canada Inc.	$5.0M	16,913	+10,889	ADD
358	Aptus Capital Advisors, LLC	$5.0M	18,515	+15,881	ADD
359	Parkway Wealth Management Group, LLC	$5.0M	14,791	−5,705	TRIM
360	HIGHLAND PEAK CAPITAL, LLC	$5.0M	18,437	−75,017	TRIM
361	SHARPEPOINT LLC	$5.0M	18,328	−6,284	TRIM
362	M&T BANK CORP	$4.9M	18,068	−12	TRIM
363	ARMISTICE CAPITAL, LLC	$4.8M	17,885	+17,885	NEW
364	Private Advisory Group LLC	$4.8M	17,828	+10,549	ADD
365	MISSION WEALTH MANAGEMENT, LP	$4.8M	17,803	+11,884	ADD
366	SummitTX Capital, L.P.	$4.7M	17,557	+17,557	NEW
367	Vontobel Holding Ltd.	$4.7M	17,431	+13,023	ADD
368	STANCE CAPITAL LLC	$4.6M	17,159	+9,697	ADD
369	PINKERTON WEALTH, LLC	$4.6M	26,783	+1,984	ADD
370	Maryland State Retirement & Pension System	$4.6M	17,057	−206	TRIM
371	COMMERCE BANK	$4.6M	16,833	+737	ADD
372	Osmosis Investment Management UK Ltd	$4.5M	16,814	+16,814	NEW
373	Bleakley Financial Group, LLC	$4.5M	16,715	−3,430	TRIM
374	Sequoia Financial Advisors, LLC	$4.5M	16,684	+3,035	ADD
375	North Dakota State Investment Board	$4.5M	16,648	−2,371	TRIM
376	BOKF, NA	$4.5M	16,504	+16,224	ADD
377	PRELUDE CAPITAL MANAGEMENT, LLC	$4.4M	16,373	−24,544	TRIM
378	Night Squared LP	$4.4M	16,282	−707	TRIM
379	Systematic Alpha Investments, LLC	$4.3M	16,000	0	NO CHANGE
380	QUADRANT CAPITAL GROUP LLC	$4.2M	15,626	−352	TRIM
381	Sava Infond d.o.o.	$4.2M	15,600	+15,600	NEW
382	Brevan Howard Capital Management LP	$4.2M	15,555	+15,555	NEW
383	ROMANO BROTHERS AND COMPANY	$4.2M	15,401	+175	ADD
384	Atria Investments, Inc	$4.2M	15,387	+2,759	ADD
385	&PARTNERS	$4.2M	15,060	−618	TRIM
386	Ameritas Investment Partners, Inc.	$4.1M	15,337	−130	TRIM
387	World Investment Advisors	$4.1M	15,280	+9,330	ADD
388	MEEDER ASSET MANAGEMENT INC	$4.1M	15,231	+1,022	ADD
389	Capital International Sarl	$4.1M	15,192	+15,192	NEW
390	VestGen Advisors, LLC	$4.1M	8,404	+8,404	NEW
391	AXQ CAPITAL, LP	$4.1M	15,158	+12,775	ADD
392	Fisher Asset Management, LLC	$4.1M	15,084	+3,093	ADD
393	BECK CAPITAL MANAGEMENT, LLC	$4.1M	15,063	+15,063	NEW
394	HB Wealth Management, LLC	$4.1M	15,023	+5,185	ADD
395	Dai-ichi Life Insurance Company, Ltd	$4.0M	14,835	+3,308	ADD
396	Spire Wealth Management	$4.0M	14,789	+11,744	ADD
397	INDEPENDENT FINANCIAL GROUP, LLC	$3.9M	14,597	—	NO PRIOR
398	AG2R LA MONDIALE GESTION D'ACTIFS	$3.9M	14,478	−113	TRIM
399	Wakefield Asset Management LLLP	$3.9M	14,349	+14,349	NEW
400	Camarda Financial Advisors, LLC	$3.8M	14,180	−1,283	TRIM
401	Summit Financial, LLC	$3.8M	14,106	+12,600	ADD
402	MUFG Securities EMEA plc	$3.8M	13,899	−117	TRIM
403	SteelPeak Wealth, LLC	$3.7M	13,776	−21,289	TRIM
404	TOKIO MARINE ASSET MANAGEMENT CO LTD	$3.7M	13,715	0	NO CHANGE
405	Chicago Partners Investment Group LLC	$3.7M	9,531	+1,833	ADD
406	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	$3.7M	13,626	—	NO PRIOR
407	Baader Bank Aktiengesellschaft	$3.7M	14,413	+6,065	ADD
408	Inspire Investing, LLC	$3.7M	13,580	+11,707	ADD
409	OPPENHEIMER ASSET MANAGEMENT INC.	$3.7M	13,553	−29	TRIM
410	Kovack Advisors, Inc.	$3.6M	12,038	+6,746	ADD
411	Lifestyle Asset Management, Inc.	$3.6M	13,449	−2,835	TRIM
412	Artemis Investment Management LLP	$3.6M	13,364	−138,593	TRIM
413	Jefferies Financial Group Inc.	$3.6M	13,348	+3,034	ADD
414	Woodline Partners LP	$3.6M	13,336	−96,221	TRIM
415	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.6M	13,257	+13,257	NEW
416	PINNBROOK CAPITAL MANAGEMENT LP	$3.6M	13,200	−28,123	TRIM
417	Cache Advisors, LLC	$3.5M	13,096	+13,096	NEW
418	Metis Global Partners, LLC	$3.5M	13,093	−2,658	TRIM
419	Roehl & Yi Investment Advisors, LLC	$3.5M	12,918	+12,918	NEW
420	PRINCIPAL SECURITIES, INC.	$3.4M	12,680	+3,968	ADD
421	MIZUHO MARKETS AMERICAS LLC	$3.4M	12,676	+12,676	NEW
422	Saudi Central Bank	$3.4M	12,620	+12,620	NEW
423	Everhart Financial Group, Inc.	$3.4M	12,488	−80	TRIM
424	FLORIDA FINANCIAL ADVISORS, LLC	$3.4M	12,455	+2,602	ADD
425	KESTRA PRIVATE WEALTH SERVICES, LLC	$3.4M	12,439	−985	TRIM
426	Laird Norton Wetherby Trust Company, LLC	$3.4M	12,400	+1,008	ADD
427	OPPENHEIMER & CO INC	$3.3M	12,145	+5,575	ADD
428	DAVENPORT & Co LLC	$3.3M	12,140	+8,631	ADD
429	Genus Capital Management Inc.	$3.2M	12,000	+12,000	NEW
430	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$3.2M	11,848	+88	ADD
431	E. Ohman J:or Asset Management AB	$3.2M	11,754	0	NO CHANGE
432	Concurrent Investment Advisors, LLC	$3.2M	11,690	+3,603	ADD
433	Emerald Investment Advisers, LLC	$3.1M	11,539	—	NO PRIOR
434	Meiji Yasuda Asset Management Co Ltd.	$3.1M	11,518	+11,518	NEW
435	LEVEL FOUR ADVISORY SERVICES, LLC	$3.1M	11,474	−2,492	TRIM
436	Meeder Advisory Services, Inc.	$3.1M	11,450	+360	ADD
437	Compagnie Lombard Odier SCmA	$3.1M	11,380	+11,380	NEW
438	Highview Capital Management LLC/DE/	$3.0M	11,142	+335	ADD
439	ALERUS FINANCIAL NA	$3.0M	11,102	−5,565	TRIM
440	PKO Investment Management Joint-Stock Co	$3.0M	11,000	+5,000	ADD
441	PATTON FUND MANAGEMENT, INC.	$3.0M	10,953	−18,875	TRIM
442	Empirical Finance, LLC	$3.0M	10,915	−6	TRIM
443	Financial Synergies Wealth Advisors, Inc.	$2.9M	10,873	+9,619	ADD
444	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.9M	10,849	−76	TRIM
445	Independent Advisor Alliance	$2.9M	10,752	+7,216	ADD
446	Canada Post Corp Registered Pension Plan	$2.8M	10,529	−100	TRIM
447	Richard Bernstein Advisors LLC	$2.8M	10,478	−5,054	TRIM
448	CHOREO, LLC	$2.8M	10,303	−45	TRIM
449	Plato Investment Management Ltd	$2.8M	10,279	−1,759	TRIM
450	Kestra Advisory Services, LLC	$2.8M	10,262	−3,679	TRIM
451	Alight Capital Management LP	$2.7M	10,000	0	NO CHANGE
452	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	$2.7M	9,805	+3,227	ADD
453	LVW Advisors, LLC	$2.6M	9,618	+9,618	NEW
454	Steward Partners Investment Advisory, LLC	$2.6M	9,616	−1,039	TRIM
455	GROUPAMA ASSET MANAGMENT	$2.6M	9,595	+6,788	ADD
456	Brooklyn Investment Group	$2.6M	9,590	+3,623	ADD
457	Range Financial Group LLC	$2.6M	9,558	−343	TRIM
458	Generali Asset Management SPA SGR	$2.6M	9,536	−3,146	TRIM
459	Donoghue Forlines LLC	$2.6M	9,504	−3,092	TRIM
460	COLDSTREAM CAPITAL MANAGEMENT INC	$2.6M	9,481	+1,370	ADD
461	CHESAPEAKE CAPITAL CORP /IL/	$2.5M	9,418	0	NO CHANGE
462	MUFG SECURITIES AMERICAS INC.	$2.5M	9,381	+170	ADD
463	Dedeker Financial LLC	$2.5M	9,309	+271	ADD
464	Ascent Group, LLC	$2.5M	9,300	+3,205	ADD
465	Private Advisor Group, LLC	$2.5M	9,278	+5,765	ADD
466	SECURIAN ASSET MANAGEMENT, INC	$2.5M	9,196	−100	TRIM
467	U.S. Capital Wealth Advisors, LLC	$2.5M	9,188	+135	ADD
468	Kepler Cheuvreux (Suisse) SA	$2.5M	9,150	+9,150	NEW
469	Western Financial Corp/CA	$2.5M	9,065	+9,065	NEW
470	Beacon Pointe Advisors, LLC	$2.4M	8,891	+6,497	ADD
471	Centiva Capital, LP	$2.4M	8,847	+8,847	NEW
472	Apollon Wealth Management, LLC	$2.4M	8,838	+2,322	ADD
473	One Capital Management, LLC	$2.4M	8,801	+8,801	NEW
474	JACOBS LEVY EQUITY MANAGEMENT, INC	$2.3M	8,672	+8,672	NEW
475	Kathmere Capital Management, LLC	$2.3M	8,568	+3,598	ADD
476	Envestnet Portfolio Solutions, Inc.	$2.3M	8,345	−7,818	TRIM
477	SIGNATUREFD, LLC	$2.2M	8,250	+2,771	ADD
478	NorthCrest Asset Manangement, LLC	$2.2M	7,561	−1,904	TRIM
479	UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO	$2.2M	8,224	+6,734	ADD
480	Clear Harbor Asset Management, LLC	$2.2M	8,104	−578	TRIM
481	MAI Capital Management	$2.2M	8,067	+3,059	ADD
482	Savant Capital, LLC	$2.2M	8,040	+1,190	ADD
483	KR Capital LP	$2.2M	8,013	—	NO PRIOR
484	Retireful, LLC	$2.2M	8,004	−500	TRIM
485	III Capital Management	$2.2M	7,979	−10,527	TRIM
486	Bull Harbor Capital LLC	$2.1M	7,935	—	NO PRIOR
487	BankChampaign, National Association	$2.1M	7,869	—	NO PRIOR
488	CAPSTONE INVESTMENT ADVISORS, LLC	$2.1M	7,825	+4,923	ADD
489	HANSEATIC MANAGEMENT SERVICES INC	$2.1M	7,814	—	NO PRIOR
490	Leonteq Securities AG	$2.1M	7,784	−2,292	TRIM
491	Decker Retirement Planning Inc.	$2.1M	7,754	−11,899	TRIM
492	Quantbot Technologies LP	$2.1M	7,662	−8,324	TRIM
493	SCOTIA CAPITAL INC.	$2.0M	7,575	+1,271	ADD
494	Colonial River Investments, LLC	$2.0M	7,556	−4,927	TRIM
495	Estate Counselors, LLC	$2.0M	7,500	−18,087	TRIM
496	Frec Markets, Inc.	$2.0M	7,475	+1,623	ADD
497	Legacy Wealth Managment, LLC/ID	$2.0M	7,383	+7,376	ADD
498	CITIZENS FINANCIAL GROUP INC/RI	$2.0M	7,358	+2,037	ADD
499	Precision Wealth Strategies, LLC	$2.0M	7,342	+1,704	ADD
500	Siemens Fonds Invest GmbH	$2.0M	7,247	+2,400	ADD

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

Congress ↔ notable managers · WDC

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

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K
Sellers: 0 — —

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

Notable managers · quarter ended 2026-03-31

Adding: 3 Bridgewater Associates, Tudor Investment Corp, Moore Capital Management $82.7M held
Trimming: 2 Gotham Asset Management, Caxton Associates $99.7M held

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

Merged timeline of congressional filings and notable-manager moves on WDC
Date	Who	Change	Size
2026-09-04	Gilbert Ray Cisneros, Jr. Congress	BUY	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Bridgewater Associates 13F	ADD	+176,700 sh
2026-05-15	Tudor Investment Corp 13F	ADD	+53,842 sh
2026-05-15	Moore Capital Management 13F	NEW	+880 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−138,986 sh
2026-05-14	Caxton Associates 13F	TRIM	−10,297 sh

7 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

14 members of Congress disclosed WDC — 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).