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 ↗

WESTLAKE CORPORATION · COM · quarter ended 2026-03-31 · 4 members disclosed WLK ↗
13F filers reporting this class for the quarter ended 2026-03-31
263
sum of the reported values across every holder; NULL values are excluded, never zero-filled
$4.5B
holders whose share count rose or who opened the position (new + add), by shares
164
holders absent this quarter after holding last quarter — inferred from absence, not a sale record
46
FILING WINDOW OPEN
Quarter 2026-09-30: the 13F window is open until 2026-11-16. Rankings and QoQ moves that touch this quarter are provisional by construction — filers who have not yet reported are not zeros.

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares
13F holders of WLK ranked by reported value
#FilerReported valueSharesΔ sharesChange
1Orbis Allan Gray Ltd$618M5,293,519+906,884ADD
2Capital World Investors$492M4,211,006+2,039,682ADD
3BlackRock, Inc.$360M3,079,087−182,346TRIM
4BRANDES INVESTMENT PARTNERS, LP$215M1,842,650+172,323ADD
5WELLINGTON MANAGEMENT GROUP LLP$210M1,793,517−2,427,200TRIM
6VANGUARD PORTFOLIO MANAGEMENT LLC$207M1,769,808—NO PRIOR
7DIMENSIONAL FUND ADVISORS LP$171M1,466,020−419,658TRIM
8VANGUARD CAPITAL MANAGEMENT LLC$170M1,455,594—NO PRIOR
9STATE STREET CORP$161M1,380,493−16,140TRIM
10FMR LLC$153M1,312,473+1,083,630ADD
11UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$115M981,405+56,701ADD
12MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$110M943,975+67,090ADD
13UBS Group AG$94.8M811,266+163,254ADD
14Holocene Advisors, LP$85.3M730,035−490,587TRIM
15CITADEL ADVISORS LLC$83.6M715,586+512,283ADD
16GEODE CAPITAL MANAGEMENT, LLC$71.8M614,334+19,412ADD
17Nuveen, LLC$66.0M564,744−88,165TRIM
18MORGAN STANLEY$56.8M486,508−273,115TRIM
19SCHRODER INVESTMENT MANAGEMENT GROUP$43.4M374,508+374,508NEW
20BALYASNY ASSET MANAGEMENT L.P.$43.2M369,672+369,672NEW
21JACOBS LEVY EQUITY MANAGEMENT, INC$40.8M349,035−319,370TRIM
22Woodline Partners LP$39.4M337,075−291,084TRIM
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$36.4M311,762+14,514ADD
24NEW YORK STATE COMMON RETIREMENT FUND$36.2M309,6260NO CHANGE
25ProShare Advisors LLC$34.6M295,811−139,450TRIM
26Allspring Global Investments Holdings, LLC$33.3M285,434−221,322TRIM
27Janus Henderson Group Ltd.$31.5M269,783−64,810TRIM
28NORTHERN TRUST CORP$31.4M269,149+515ADD
29FEDERATED HERMES, INC.$31.2M266,651+158,921ADD
30AQR CAPITAL MANAGEMENT LLC$30.4M260,070+239,535ADD
31BANK OF AMERICA CORP /DE/$27.7M236,986+52,551ADD
32D. E. Shaw & Co., Inc.$27.2M233,183−253,098TRIM
33Merewether Investment Management, LP$25.7M219,900−168,200TRIM
34VANGUARD FIDUCIARY TRUST CO$24.0M205,684—NO PRIOR
35DEPRINCE RACE & ZOLLO INC$23.8M203,366−860TRIM
36Bank of New York Mellon Corp$21.2M181,070+6,752ADD
37Invesco Ltd.$21.0M179,402−33,755TRIM
38Ceredex Value Advisors LLC$20.8M177,900−57,718TRIM
39Man Group plc$18.7M160,286+160,286NEW
40CAPSTONE INVESTMENT ADVISORS, LLC$15.9M135,808+132,689ADD
41SPROTT INC.$15.5M132,610−7,390TRIM
42Quantinno Capital Management LP$14.2M121,444+5,078ADD
43Recurrent Investment Advisors LLC$13.2M112,790+37,157ADD
44Yaupon Capital Management LP$12.5M107,044+107,044NEW
45WELLS FARGO & COMPANY/MN$12.5M106,705+14,826ADD
46JANE STREET GROUP, LLC$12.3M105,686+105,686NEW
47ROYAL BANK OF CANADA$12.1M103,951+18,681ADD
48FIRST TRUST ADVISORS LP$12.0M102,299−44,112TRIM
49MILLENNIUM MANAGEMENT LLC$9.9M84,997−342,757TRIM
50Meiji Yasuda Asset Management Co Ltd.$9.3M79,478+79,478NEW
51Swiss National Bank$8.9M75,9000NO CHANGE
52PDT Partners, LLC$8.9M75,777+10,800ADD
53PRINCIPAL FINANCIAL GROUP INC$8.7M74,481+2,762ADD
54THOMIST CAPITAL MANAGEMENT, LP$8.5M73,000−38,900TRIM
55Cerity Partners LLC$8.5M72,679−54,416TRIM
56AGMAN CAPITAL LLC$8.4M72,2830NO CHANGE
57MACKENZIE FINANCIAL CORP$8.4M71,968+52,135ADD
58Capital International Sarl$7.4M63,634+63,634NEW
59Lloyd Harbor Capital Management, LLC$7.2M62,000+62,000NEW
60Rokos Capital Management LLP$7.1M60,800+60,800NEW
61Walleye Capital LLC$7.0M59,814+12,157ADD
62CITIGROUP INC$6.4M54,559+27,222ADD
63Legal & General Group Plc$5.9M50,737−6,514TRIM
64Albar Capital Partners LLP$5.7M48,814+48,814NEW
65Tidal Investments LLC$5.5M47,820+47,820NEW
66VICTORY CAPITAL MANAGEMENT INC$5.3M45,578−1,068,241TRIM
67Trek Financial, LLC$5.3M45,296+45,296NEW
68OCCUDO QUANTITATIVE STRATEGIES LP$5.1M44,430+19,250ADD
69ALLIANCEBERNSTEIN L.P.$5.0M67,315−1,133TRIM
70Engineers Gate Manager LP$5.0M42,499−246,756TRIM
71Retirement Systems of Alabama$4.8M40,886+859ADD
72BANK OF MONTREAL /CAN/$4.6M39,038+12,115ADD
73Squarepoint Ops LLC$4.5M38,532+38,532NEW
74CAPITAL INTERNATIONAL LTD /CA/$4.4M37,300+37,300NEW
75Twin Tree Management, LP$4.2M35,977+35,977NEW
76Corient Private Wealth LLC$4.1M34,971−66,459TRIM
77Gotham Asset Management, LLC$4.0M34,564+25,365ADD
78VANGUARD ASSET MANAGEMENT, Ltd$3.9M33,358—NO PRIOR
79MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.9M33,295−156TRIM
80Boston Partners$3.7M31,696+31,696NEW
81Occam Crest Management LP$3.4M29,256+29,256NEW
82AMERIPRISE FINANCIAL INC$3.3M28,487−20,630TRIM
83ENVESTNET ASSET MANAGEMENT INC$3.3M28,046+176ADD
84STATE OF WISCONSIN INVESTMENT BOARD$2.9M25,252−459TRIM
85CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$2.9M25,000−21,760TRIM
86STIFEL FINANCIAL CORP$2.9M24,925+6,004ADD
87STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.8M24,1150NO CHANGE
88Quantbot Technologies LP$2.8M23,936−15,671TRIM
89State of New Jersey Common Pension Fund D$2.8M23,658+23,658NEW
90AMG National Trust Bank$2.7M23,041−289TRIM
91Capital International, Inc./CA/$2.5M21,359+21,359NEW
92Ameritas Investment Partners, Inc.$2.4M20,479+397ADD
93AMERICAN CENTURY COMPANIES INC$2.3M20,020+1,719ADD
94Zurcher Kantonalbank (Zurich Cantonalbank)$2.2M19,174+5,807ADD
95Dana Investment Advisors, Inc.$2.2M18,965−199TRIM
96WORLDQUANT MILLENNIUM ADVISORS LLC$2.1M18,374+18,374NEW
97Susquehanna Portfolio Strategies, LLC$2.1M18,372+18,372NEW
98Edgestream Partners, L.P.$2.1M17,681+10,586ADD
99MetLife Investment Management, LLC$1.9M16,406+111ADD
100FIFTH THIRD BANCORP$1.9M16,045+15,483ADD
101STOREBRAND ASSET MANAGEMENT AS$1.8M15,405—NO PRIOR
102SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.8M14,999−8,802TRIM
103BARCLAYS PLC$1.7M14,456−52,157TRIM
104SummitTX Capital, L.P.$1.7M14,335+14,335NEW
105Vanguard Global Advisers, LLC$1.6M13,911—NO PRIOR
106NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.6M13,868+13,868NEW
107LPL Financial LLC$1.5M13,059+411ADD
108XTX Topco Ltd$1.5M12,878+12,878NEW
109MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.5M12,780−1,100TRIM
110SEI INVESTMENTS CO$1.5M12,769−15,673TRIM
111Summit Trail Advisors, LLC$1.5M12,524−3,037TRIM
112Polymer Capital Management (US) LLC$1.5M12,520+6,020ADD
113Universal- Beteiligungs- und Servicegesellschaft mbH$1.5M12,479+3,297ADD
114Creative Planning$1.4M11,961+4,276ADD
115Mitsubishi UFJ Asset Management Co., Ltd.$1.3M11,262+1,282ADD
116Arizona State Retirement System$1.2M10,580−214TRIM
117YOUSIF CAPITAL MANAGEMENT, LLC$1.2M10,518−537TRIM
118Schonfeld Strategic Advisors LLC$1.2M10,182+4,170ADD
119Walnut Level Capital LLC$1.2M10,000−1,404TRIM
120Vanguard Investments Australia, Ltd.$1.2M9,932—NO PRIOR
121PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.1M9,724−332TRIM
122Inspire Investing, LLC$1.1M9,576+5,172ADD
123Vanguard Personalized Indexing Management, LLC$1.1M9,463−292TRIM
124KLP KAPITALFORVALTNING AS$993K8,500+300ADD
125COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$976K8,356+10ADD
126WINTON GROUP Ltd$961K8,229+8,229NEW
127Aster Capital Management (DIFC) Ltd$943K9,428+8,608ADD
128STATE OF MICHIGAN RETIREMENT SYSTEM$935K8,000+100ADD
129TWIN FOCUS CAPITAL PARTNERS, LLC$935K8,000+8,000NEW
130Total Wealth Planning & Management, Inc.$900K7,707+4,752ADD
131Capital Group Investment Management Pte. Ltd.$899K7,693+7,693NEW
132Eurizon Capital SGR S.p.A.$878K7,518+7,518NEW
133NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$873K7,472+10ADD
134Dynamic Technology Lab Private Ltd$859K7,352+7,352NEW
135GATEWAY INVESTMENT ADVISERS LLC$835K7,147+7,147NEW
136First Eagle Investment Management, LLC$832K7,118+7,065ADD
137OREGON PUBLIC EMPLOYEES RETIREMENT FUND$802K6,868+200ADD
138Concentric Capital Strategies, LP$761K6,517+6,517NEW
139Pictet Asset Management Holding SA$708K6,059+34ADD
140MERCER GLOBAL ADVISORS INC /ADV$668K5,717+1,794ADD
141Advisors Asset Management, Inc.$660K5,647−400TRIM
142Storgate, LLC$644K5,510+130ADD
143Unison Advisors LLC$613K5,247+32ADD
144Caprock Group, LLC$604K5,171+5,171NEW
145Pathstone Holdings, LLC$579K4,960+311ADD
146Hartree Partners, LP$502K4,300+4,300NEW
147GUGGENHEIM CAPITAL LLC$481K4,119−55TRIM
148XPONANCE LLC$466K3,988+887ADD
149CIBC Asset Management Inc$465K3,9770NO CHANGE
150Cetera Investment Advisers$458K3,921+767ADD
151Marnell Management LLC$444K3,802−7,898TRIM
152Atria Investments, Inc$442K3,786−286TRIM
153EVERGREEN CAPITAL MANAGEMENT LLC$427K3,651+3,651NEW
154Sanctuary Advisors, LLC$382K3,272−169TRIM
155Havemeyer Place LP$380K3,250+3,250NEW
156TWINBEECH CAPITAL LP$345K2,950+2,950NEW
157RAYMOND JAMES FINANCIAL INC$342K2,931−190TRIM
158Odyssean, LLC$339K2,9030NO CHANGE
159iSAM Funds (UK) Ltd$331K2,835+7ADD
160WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$309K2,588+2,588NEW
161Archer Investment Corp$291K2,493+2,493NEW
162VOYA INVESTMENT MANAGEMENT LLC$285K2,436+2,436NEW
163SECURIAN ASSET MANAGEMENT, INC$281K2,4030NO CHANGE
164MFA WEALTH ADVISORS, LLC$278K2,382+2,382NEW
165DEUTSCHE BANK AG\$277K2,370+1,286ADD
166HighTower Advisors, LLC$269K2,305+2,305NEW
167Swiss Life Asset Management Ltd$263K2,253+2,253NEW
168CWM, LLC$263K2,249+1,903ADD
169PRUDENTIAL FINANCIAL INC$260K2,228+2,228NEW
170BROWN ADVISORY INC$260K2,226+2,226NEW
171CANADA PENSION PLAN INVESTMENT BOARD$258K2,210−5,721TRIM
172CoreFirst Bank & Trust$256K2,195−25TRIM
173US BANCORP \DE\$254K2,170+160ADD
174Empowered Funds, LLC$253K2,162+2,162NEW
175Sivia Capital Partners, LLC$245K2,099+2,099NEW
176EAGLE GLOBAL ADVISORS LLC$241K2,066+2,066NEW
177Callan Family Office, LLC$236K2,017+2,017NEW
178Verition Fund Management LLC$234K2,000−24,078TRIM
179Amundi$233K1,997+1,997NEW
180Federation des caisses Desjardins du Quebec$232K1,990−569TRIM
181Cercano Management LLC$231K1,978+1,978NEW
182Maryland State Retirement & Pension System$224K1,915+1,915NEW
183Greenland Capital Management LP$212K1,812+1,812NEW
184Utah Retirement Systems$210K1,800+1,800NEW
185Laird Norton Wetherby Trust Company, LLC$205K1,752+1,752NEW
186Virtus Investment Advisers, LLC$203K1,736−450TRIM
187OPPENHEIMER & CO INC$203K1,735+1,735NEW
188Allworth Financial LP$199K1,701+263ADD
189MAI Capital Management$191K1,631+315ADD
190Kimelman & Baird, LLC$175K1,5000NO CHANGE
191TD Waterhouse Canada Inc.$160K1,375+1,335ADD
192Tower Research Capital LLC (TRC)$158K1,356+592ADD
193Transamerica Financial Advisors, LLC$152K1,300+495ADD
194SIGNATUREFD, LLC$134K1,148+1,006ADD
195Sterling Capital Management LLC$131K1,122−855TRIM
196PICKERING ENERGY PARTNERS LP$117K1,000+1,000NEW
197Compagnie Lombard Odier SCmA$100K860+860NEW
198Rockefeller Capital Management L.P.$100K857−98TRIM
199NOMURA ASSET MANAGEMENT CO LTD$78.3K670−226TRIM
200EXCHANGE TRADED CONCEPTS, LLC$62.6K536+536NEW
201BNP Paribas Asset Management Holding S.A.$62.5K535+197ADD
202Walleye Trading LLC$60.0K514+514NEW
203Destiny Wealth Partners, LLC$59.6K510+510NEW
204QUADRANT CAPITAL GROUP LLC$44.6K382−65TRIM
205UMB Bank, n.a.$36.4K312−81TRIM
206Deseret Mutual Benefit Administrators$29.0K248+115ADD
207Arax Advisory Partners$27.1K232+212ADD
208Smartleaf Asset Management LLC$24.7K213+112ADD
209OSAIC HOLDINGS, INC.$22.2K190−90TRIM
210NISA INVESTMENT ADVISORS, LLC$21.6K185+135ADD
211NATIONAL BANK OF CANADA /FI/$21.3K182−93TRIM
212Spire Wealth Management$20.1K172−134TRIM
213CVA Family Office, LLC$9.8K84+84NEW
214Parkside Financial Bank & Trust$7.9K68−200TRIM
215Rakuten Securities, Inc.$7.5K64+58ADD
216Pinnacle Wealth Planning Services, Inc.$6.8K580NO CHANGE
217Larson Financial Group LLC$6.7K57+34ADD
218Sachetta, LLC$6.3K540NO CHANGE
219ASSETMARK, INC$5.1K44+5ADD
220Private Wealth Management Group, LLC$4.2K360NO CHANGE
221Purpose Unlimited Inc.$4.0K34+34NEW
222FARMERS & MERCHANTS INVESTMENTS INC$3.5K300NO CHANGE
223JFS WEALTH ADVISORS, LLC$3.5K30+16ADD
224Keating Financial Advisory Services, Inc.$3.5K30+29ADD
225True Wealth Design, LLC$3.2K27+9ADD
226Peterson Wealth Services$2.7K230NO CHANGE
227SJS Investment Consulting Inc.$2.6K22+22NEW
228Duquesne Family Office LLC$2.5K21,194+21,194NEW
229Manchester Capital Management LLC$2.5K210NO CHANGE
230South Dakota Investment Council$2.4K20,2350NO CHANGE
231CANADA LIFE ASSURANCE Co$2.3K20,005+674ADD
232KBC Group NV$2.3K19,432−2,790TRIM
233SouthState Bank Corp$2.1K18+10ADD
234Clearstead Advisors, LLC$2.1K18−91TRIM
235Treasurer of the State of North Carolina$1.7K14,304+306ADD
236TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.5K12,845+12,845NEW
237Rialto Wealth Management, LLC$1.4K12+5ADD
238Steward Partners Investment Advisory, LLC$1.2K10−14TRIM
239Virtu Financial LLC$1.1K9,532+9,532NEW
240DiNuzzo Private Wealth, Inc.$1.1K9+7ADD
241PICTON MAHONEY ASSET MANAGEMENT$93580NO CHANGE
242THRIVENT FINANCIAL FOR LUTHERANS$8787,514+4ADD
243ELEVATION WEALTH PARTNERS, LLC$8187+7NEW
244American Capital Advisory, LLC$81870NO CHANGE
245MV CAPITAL MANAGEMENT, INC.$7016+1ADD
246Vermillion Wealth Management, Inc.$7016+6NEW
247HFM Investment Advisors, LLC$7016+5ADD
248GSA CAPITAL PARTNERS LLP$5965,106+5,106NEW
249SWAN Capital LLC$58450NO CHANGE
250NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4844,143−1,082TRIM
251Cromwell Holdings LLC$46740NO CHANGE
252Arlington Trust Co LLC$4674+4NEW
253State of Alaska, Department of Revenue$3913,354+45ADD
254Investors Portfolio Services LLC$3764+4NEW
255Claret Asset Management Corp$3513,0070NO CHANGE
256TopTier Wealth Management, LLC$3503+3NEW
257NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2342+2NEW
258SBI Securities Co., Ltd.$2342+1ADD
259Activest Wealth Management$2342+2NEW
260Valued Wealth Advisors LLC$12110NO CHANGE
2613 FACTOR INDEXING, LLC$1171—NO PRIOR
262Penserra Capital Management LLC$190NO CHANGE
263Avion Wealth$1140NO CHANGE
264VANGUARD GROUP INC——−3,917,329EXIT
265HARBOUR INVESTMENTS, INC.——−37EXIT
266COMERICA BANK——−28,483EXIT
267WEDGE CAPITAL MANAGEMENT L L P/NC——−42,841EXIT
268WEXFORD CAPITAL LP——−1,344EXIT
269CI INVESTMENTS INC.——−4,128EXIT
270TWO SIGMA INVESTMENTS, LP——−198,379EXIT
271LAZARD ASSET MANAGEMENT LLC——−74,428EXIT
272DIAMOND HILL CAPITAL MANAGEMENT INC——−190,180EXIT
273ALPINE WOODS CAPITAL INVESTORS, LLC——−8,989EXIT
274NATIXIS——−87,872EXIT
275LUMINUS MANAGEMENT LLC——−35,189EXIT
276CIBC Private Wealth Group LLC——−191EXIT
277Weiss Asset Management LP——−9,928EXIT
278NORGES BANK——−181,328EXIT
279Hudson Bay Capital Management LP——−30,443EXIT
280Alyeska Investment Group, L.P.——−103,041EXIT
281DekaBank Deutsche Girozentrale——−3,540EXIT
282Alberta Investment Management Corp——−19,700EXIT
283TWO SIGMA ADVISERS, LP——−144,700EXIT
284Daiwa Securities Group Inc.——−4,108EXIT
285SIMPLEX TRADING, LLC——−1,981EXIT
286Brevan Howard Capital Management LP——−9,468EXIT
287Assenagon Asset Management S.A.——−3,790EXIT
288VOLORIDGE INVESTMENT MANAGEMENT, LLC——−348,953EXIT
289HITE Hedge Asset Management LLC——−52,153EXIT
290Select Equity Group, L.P.——−74,997EXIT
291ANTIPODES PARTNERS Ltd——−416,520EXIT
292Numerai GP LLC——−5,792EXIT
293DV Trading LLC——−300EXIT
294ExodusPoint Capital Management, LP——−154,391EXIT
295Global Retirement Partners, LLC——−21EXIT
296Oak Thistle LLC——−7,170EXIT
297Lloyd Advisory Services, LLC.——−2,445EXIT
298Aventail Capital Group, LP——−27,764EXIT
299State of Wyoming——−7,824EXIT
300Kestra Advisory Services, LLC——−1,138EXIT
301Blue Trust, Inc.——−186EXIT
302AlphaQuest LLC——−5,192EXIT
303SageView Advisory Group, LLC——−40EXIT
304Dunhill Financial, LLC——−1EXIT
305Quarry LP——−426EXIT
306Jain Global LLC——−62,043EXIT
307CAXTON ASSOCIATES LLP——−4,615EXIT
308OPTIMA CAPITAL LLC——−3EXIT
309VARCOV Co.——−35,597EXIT
Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · WLK

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

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

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

Notable managers · quarter ended 2026-03-31

Trimming
1 Caxton Associates $0 held

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

Merged timeline of congressional filings and notable-manager moves on WLK
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+25,365 sh
2026-05-15Duquesne Family Office 13FNEW+21,194 sh
2026-05-14Caxton Associates 13FEXIT−4,615 sh

3 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

4 members of Congress disclosed WLK — 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).