WestEnd Advisors, LLC

CIK 1351731 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $4.1B
every reported holding for this filer and quarter, including ones with no disclosed value: 391
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 9
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 8

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: Common Stock · position key `pos:10892` · issuer key `iss:2454`	ADD	−$28.7M	+48,589	$457M	$428M	3,174,950	3,223,539
—	share class as filed: Common Stock · position key `sid:sec:prov:b3a0a6a2c27537b284e1347fab5f8f28` · issuer key `iss:2454`	TRIM	−$52.6M	−195,832	$436M	$383M	7,959,457	7,763,625
—	share class as filed: Common Stock · position key `sid:sec:prov:fa0ef19e4273db99947aa6e798c4bd32` · issuer key `iss:2454`	ADD	−$13.2M	+53,051	$328M	$315M	2,785,737	2,838,788
—	share class as filed: Common Stock · position key `pos:13994` · issuer key `iss:2480`	ADD	+$9.9M	+54,795	$275M	$285M	3,741,888	3,796,683
—	share class as filed: Common Stock · position key `sid:sec:prov:2b5902c05a996d81adf5ce01e71326f4` · issuer key `iss:2454`	ADD	−$10.5M	+31,446	$286M	$275M	1,846,668	1,878,114
—	share class as filed: Common Stock · position key `sid:sec:prov:59d710f05f9f670ca799bb7ce6dd04cf` · issuer key `iss:2405`	ADD	+$214M	+3,047,010	$56.6M	$270M	796,819	3,843,829
—	share class as filed: Common Stock · position key `pos:12477` · issuer key `iss:2454`	ADD	+$17.5M	+69,022	$214M	$232M	2,759,592	2,828,614
—	share class as filed: Common Stock · position key `pos:18044` · issuer key `iss:1013`	ADD	+$3.0M	+32,822	$140M	$143M	1,173,042	1,205,864
—	share class as filed: Common Stock · position key `pos:14033` · issuer key `iss:1012`	ADD	+$6.5M	+21,952	$110M	$117M	915,298	937,250
—	share class as filed: Common Stock · position key `sid:sec:prov:3a69ff5ca4f41bbce8dbd9c569fbb075` · issuer key `iss:2482`	ADD	+$2.5M	+40,036	$113M	$115M	1,416,513	1,456,549
—	share class as filed: Common Stock · position key `pos:17300` · issuer key `iss:2454`	ADD	+$10.0M	+54,438	$101M	$111M	2,358,990	2,413,428
—	share class as filed: Common Stock · position key `pos:13874` · issuer key `iss:1012`	ADD	+$3.2M	+18,436	$106M	$109M	629,667	648,103
—	share class as filed: Common Stock · position key `sid:sec:prov:e4cd8f69169bdfd85fd9e009c05807b1` · issuer key `iss:2454`	ADD	−$8.8M	+8,502	$111M	$102M	927,927	936,429
—	share class as filed: Common Stock · position key `pos:13047` · issuer key `iss:1012`	ADD	−$7.3M	+12,355	$106M	$99.1M	823,694	836,049
—	share class as filed: Common Stock · position key `pos:13043` · issuer key `iss:1012`	ADD	+$4.1M	+52,399	$77.7M	$81.8M	890,967	943,366
—	share class as filed: Common Stock · position key `pos:16327` · issuer key `iss:1012`	ADD	+$1.6M	+22,570	$72.8M	$74.4M	757,078	779,648
—	share class as filed: Common Stock · position key `pos:11431` · issuer key `iss:2482`	ADD	+$1.0M	+20,630	$58.2M	$59.2M	695,121	715,751
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:15642` · issuer key `iss:1334`	TRIM	−$6.8M	−15,169	$64.0M	$57.2M	342,999	327,830
—	share class as filed: Common Stock · position key `sid:sec:prov:5248ee4dfbb553978de6970665a45b85` · issuer key `iss:2480`	TRIM	−$105M	−1,208,382	$161M	$56.2M	1,783,116	574,734
—	share class as filed: Common Stock · position key `sid:sec:prov:e505475ef99045596c38965149f10627` · issuer key `cusip6:464286`	TRIM	−$104M	−1,115,002	$159M	$55.3M	1,692,428	577,426
—	share class as filed: Common Stock · position key `pos:13215` · issuer key `iss:144`	TRIM	−$5.9M	−9,233	$53.3M	$47.4M	195,950	186,717
—	share class as filed: Common Stock · position key `pos:13490` · issuer key `iss:1939`	TRIM	−$4.5M	−78,453	$45.5M	$41.1M	408,759	330,306
—	share class as filed: Common Stock · position key `pos:11267` · issuer key `iss:2257`	TRIM	−$224K	−6,232	$40.9M	$40.6M	130,888	124,656
—	share class as filed: Common Stock · position key `pos:15125` · issuer key `iss:1798`	TRIM	−$10.2M	−5,032	$50.8M	$40.6M	87,646	82,614
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:14175` · issuer key `iss:95`	TRIM	−$6.6M	−9,537	$47.2M	$40.6M	204,420	194,883
—	share class as filed: Common Stock · position key `pos:17899` · issuer key `iss:1745`	TRIM	−$4.3M	−38,069	$44.7M	$40.4M	290,769	252,700
—	share class as filed: Common Stock · position key `pos:18039` · issuer key `iss:1025`	TRIM	−$12.0M	−25,257	$52.1M	$40.1M	161,557	136,300
—	share class as filed: Common Stock · position key `pos:15142` · issuer key `iss:89`	TRIM	−$17.5M	−44,629	$57.4M	$39.9M	183,247	138,618
—	share class as filed: Common Stock · position key `pos:14206` · issuer key `iss:1193`	ADD	−$4.3M	+2,334	$44.1M	$39.8M	77,266	79,600
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:11825` · issuer key `iss:1225`	ADD	−$7.4M	+9,873	$47.2M	$39.8M	97,520	107,393
—	share class as filed: Common Stock · position key `pos:12725` · issuer key `iss:1615`	ADD	+$981K	+65,958	$38.4M	$39.3M	144,820	210,778
—	share class as filed: Common Stock · position key `pos:16841` · issuer key `iss:1791`	TRIM	−$175K	−24,972	$39.3M	$39.1M	226,295	201,323
—	share class as filed: Common Stock · position key `pos:13406` · issuer key `iss:2156`	TRIM	−$6.4M	−23,176	$44.8M	$38.4M	466,375	443,199
—	share class as filed: Common Stock · position key `pos:13833` · issuer key `iss:1435`	ADD	+$5.1M	+15,288	$33.2M	$38.3M	231,450	246,738
—	share class as filed: Common Stock · position key `pos:11390` · issuer key `iss:720`	ADD	−$373K	+8,168	$37.9M	$37.5M	57,371	65,539
—	share class as filed: Common Stock · position key `pos:13832` · issuer key `iss:996`	ADD	−$3.6M	+22,764	$38.7M	$35.1M	58,487	81,251
—	share class as filed: Common Stock · position key `pos:15495` · issuer key `iss:1590`	ADD	−$4.7M	+5,878	$38.8M	$34.1M	74,244	80,122
—	share class as filed: Common Stock · position key `pos:10554` · issuer key `iss:1747`	TRIM	−$283K	−6,152	$29.3M	$29.0M	144,310	138,158
—	share class as filed: Common Stock · position key `pos:15140` · issuer key `iss:1537`	ADD	+$19.8M	+25,606	$5.4K	$19.8M	7	25,613
—	share class as filed: Common Stock · position key `pos:17533` · issuer key `iss:1509`	TRIM	−$6.9M	−8,327	$23.7M	$16.7M	138,357	130,030
—	share class as filed: Common Stock · position key `pos:11570` · issuer key `iss:1599`	TRIM	−$3.7M	−4,249	$20.3M	$16.6M	29,831	25,582
—	share class as filed: Common Stock · position key `pos:10899` · issuer key `iss:1013`	ADD	+$7.9M	+57,474	$1.6M	$9.5M	11,076	68,550
—	share class as filed: Common Stock · position key `sid:sec:prov:1ca2d64400ecaae8ebb48163bf36057b` · issuer key `cusip6:464289`	ADD	+$1.9M	+30,137	$3.2M	$5.2M	49,946	80,083
—	share class as filed: Common Stock · position key `pos:12858` · issuer key `iss:1012`	TRIM	−$60.1K	−113	$436K	$376K	1,168	1,055
—	share class as filed: Common Stock · position key `sid:sec:prov:62e1bed5c51c70c406bb6315d4b7b253` · issuer key `cusip6:46429B`	ADD	+$40.7K	+1,487	$217K	$258K	4,016	5,503
—	share class as filed: Common Stock · position key `sid:sec:prov:2ca9fa7939e913d15f6840dc7dfbd123` · issuer key `cusip6:464286`	ADD	+$62.0K	+1,076	$192K	$254K	3,551	4,627
—	share class as filed: Common Stock · position key `pos:11286` · issuer key `iss:1016`	ADD	+$93.8K	+1,099	$137K	$230K	2,150	3,249
—	share class as filed: Common Stock · position key `sid:sec:prov:e04b324bdcb1c228a6c7318dc8c6ce46` · issuer key `iss:2391`	ADD	+$123K	+1,421	$82.1K	$205K	1,356	2,777
—	share class as filed: Common Stock · position key `sid:sec:prov:c3e04efb4156dc6f48e0e8e8bb3cba38` · issuer key `cusip6:464286`	ADD	+$88.2K	+468	$115K	$203K	1,186	1,654
—	share class as filed: Common Stock · position key `pos:10307` · issuer key `iss:1012`	ADD	+$85.8K	+138	$97.0K	$183K	142	280
—	share class as filed: Common Stock · position key `pos:11177` · issuer key `iss:1956`	TRIM	−$24.1M	−129,864	$24.2M	$152K	130,631	767
—	share class as filed: Common Stock · position key `sid:sec:prov:c1df125f833f921af6d6173706fd4b41` · issuer key `cusip6:46140H`	ADD	+$10.7K	+335	$117K	$128K	5,121	5,456
—	share class as filed: Common Stock · position key `sid:sec:prov:15148b4f393f38b9ffcac7a6def65a40` · issuer key `cusip6:46140H`	TRIM	−$4.6K	−116	$117K	$112K	1,134	1,018
—	share class as filed: Common Stock · position key `sid:sec:prov:2764f4046d00df682a27bc8a55ad27eb` · issuer key `cusip6:78463X`	NEW	+$107K	+1,434	$0	$107K	—	1,434
—	share class as filed: Common Stock · position key `pos:14579` · issuer key `iss:1990`	TRIM	−$106K	−1,320	$193K	$87.4K	2,263	943
—	share class as filed: Common Stock · position key `sid:sec:prov:41cf6d25149070cfb96bce55e753ab2c` · issuer key `cusip6:464286`	NEW	+$69.0K	+1,798	$0	$69.0K	—	1,798
—	share class as filed: Common Stock · position key `sid:sec:prov:4ee13837c201cea05a3fc8a370f61521` · issuer key `iss:2454`	ADD	+$16.1K	+57	$34.2K	$50.3K	764	821
—	share class as filed: Common Stock · position key `pos:11670` · issuer key `iss:1012`	NEW	+$48.1K	+397	$0	$48.1K	—	397
—	share class as filed: Common Stock · position key `pos:16115` · issuer key `iss:1869`	TRIM	−$165K	−473	$207K	$41.4K	626	153
—	share class as filed: Common Stock · position key `sid:sec:prov:7202fea486129d5c8347b02887ba22e3` · issuer key `iss:2482`	ADD	+$367	+11	$30.5K	$30.9K	402	413
—	share class as filed: Common Stock · position key `pos:10953` · issuer key `iss:1013`	ADD	+$514	+16	$27.5K	$28.0K	511	527
—	share class as filed: Common Stock · position key `sid:sec:prov:62eb42e14503968141857c62d67e1607` · issuer key `iss:2454`	NEW	+$25.9K	+519	$0	$25.9K	—	519
—	share class as filed: Common Stock · position key `pos:10450` · issuer key `iss:1013`	TRIM	−$65.4K	−353	$88.5K	$23.0K	493	140
—	share class as filed: Common Stock · position key `pos:11199` · issuer key `iss:2480`	TRIM	−$11.3K	−78	$27.6K	$16.3K	196	118
—	share class as filed: Common Stock · position key `pos:14992` · issuer key `iss:1485`	TRIM	−$16.5K	−116	$31.0K	$14.4K	216	100
—	share class as filed: Common Stock · position key `pos:12944` · issuer key `iss:2483`	TRIM	−$914	−1	$13.7K	$12.8K	41	40
—	share class as filed: Common Stock · position key `pos:11938` · issuer key `iss:834`	TRIM	−$14.0K	−16	$23.7K	$9.7K	27	11
—	share class as filed: Common Stock · position key `pos:17751` · issuer key `iss:1214`	TRIM	−$13.6K	−139	$21.7K	$8.1K	206	67
—	share class as filed: Common Stock · position key `pos:15690` · issuer key `iss:610`	TRIM	−$5.9K	−55	$10.4K	$4.5K	89	34
—	share class as filed: Common Stock · position key `pos:15179` · issuer key `iss:1012`	TRIM	−$698K	−6,594	$703K	$4.4K	6,649	55
—	share class as filed: Common Stock · position key `pos:16072` · issuer key `iss:1370`	TRIM	−$354K	−1,809	$358K	$4.0K	1,836	27
—	share class as filed: Common Stock · position key `pos:11695` · issuer key `iss:2483`	TRIM	−$22.6K	−72	$23.8K	$1.2K	76	4
—	share class as filed: Common Stock · position key `pos:16143` · issuer key `iss:448`	NEW	+$776	+2	$0	$776	—	2
—	share class as filed: Common Stock · position key `sid:sec:prov:b97b01350427dbbb3ce148f29b5eaf3a` · issuer key `cusip6:464289`	NEW	+$755	+16	$0	$755	—	16
—	share class as filed: Common Stock · position key `pos:15686` · issuer key `iss:478`	NEW	+$715	+3	$0	$715	—	3
—	share class as filed: Common Stock · position key `pos:17670` · issuer key `iss:1145`	NEW	+$703	+1	$0	$703	—	1
—	share class as filed: Common Stock · position key `pos:13249` · issuer key `iss:632`	NEW	+$468	+4	$0	$468	—	4
—	cusip:361ESC049	EXIT‡e	$0	−18	$0	$0	18	—
—	pos:12492	EXIT‡e	$0	0	$0	$0	0	—
—	pos:12764	EXIT‡e	−$18.9K	−235	$18.9K	$0	235	—
—	pos:12799	EXIT‡e	−$329K	−4,069	$329K	$0	4,069	—
—	pos:14191	EXIT‡e	−$1.6K	−7	$1.6K	$0	7	—
—	pos:14538	EXIT‡e	−$174	−1	$174	$0	1	—
—	pos:14993	EXIT‡e	−$226	−7	$226	$0	7	—
—	pos:17875	EXIT‡e	−$251	−6	$251	$0	6	—

Flags: no row carries a flag.

1–20 of the 85 changes on this page

Mark-to-market only (no share change) · 314

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: Common Stock · position key `pos:17821` · issuer key `iss:89`	NO CHANGE	−$4.3K	$50.2K	$45.9K	160	160
—	share class as filed: Common Stock · position key `pos:15499` · issuer key `iss:23`	NO CHANGE	−$1.5K	$31.5K	$30.0K	138	138
—	share class as filed: Common Stock · position key `pos:11205` · issuer key `iss:255`	NO CHANGE	−$1.4K	$29.7K	$28.3K	59	59
—	share class as filed: Common Stock · position key `pos:12827` · issuer key `iss:323`	NO CHANGE	−$2.9K	$27.0K	$24.1K	78	78
—	share class as filed: Common Stock · position key `pos:15863` · issuer key `iss:1123`	NO CHANGE	−$3.4K	$23.6K	$20.2K	22	22
—	share class as filed: Common Stock · position key `pos:12030` · issuer key `iss:525`	NO CHANGE	+$2.5K	$16.4K	$18.9K	19	19
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:12848` · issuer key `iss:1921`	NO CHANGE	−$2.6K	$18.9K	$16.3K	54	54
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:13599` · issuer key `iss:1035`	NO CHANGE	+$2.4K	$13.5K	$15.9K	65	65
—	share class as filed: Common Stock · position key `pos:14874` · issuer key `iss:1013`	NO CHANGE	−$44	$15.6K	$15.6K	164	164
—	share class as filed: Common Stock · position key `pos:11671` · issuer key `iss:122`	NO CHANGE	+$1.0K	$13.4K	$14.4K	41	41
—	share class as filed: Common Stock · position key `pos:10600` · issuer key `iss:821`	NO CHANGE	+$1.6K	$11.8K	$13.4K	96	96
—	share class as filed: Common Stock · position key `pos:15433` · issuer key `iss:1290`	NO CHANGE	+$322	$12.7K	$13.0K	135	135
—	share class as filed: Common Stock · position key `pos:10493` · issuer key `iss:471`	NO CHANGE	+$1.0K	$11.5K	$12.5K	164	164
—	share class as filed: Common Stock · position key `pos:15198` · issuer key `iss:1445`	NO CHANGE	+$326	$10.6K	$10.9K	66	66
—	share class as filed: Common Stock · position key `pos:13234` · issuer key `iss:230`	NO CHANGE	−$1.4K	$12.2K	$10.8K	222	222
—	share class as filed: Common Stock · position key `pos:10357` · issuer key `iss:1786`	NO CHANGE	−$2.3K	$13.0K	$10.8K	29	29
—	share class as filed: Common Stock · position key `pos:14012` · issuer key `iss:2479`	NO CHANGE	+$441	$9.4K	$9.8K	104	104
—	share class as filed: Common Stock · position key `pos:10586` · issuer key `iss:1908`	NO CHANGE	−$130	$8.6K	$8.5K	19	19
—	share class as filed: Common Stock · position key `pos:11688` · issuer key `iss:1955`	NO CHANGE	−$1.4K	$9.7K	$8.3K	104	104
—	share class as filed: Common Stock · position key `pos:10718` · issuer key `iss:1311`	NO CHANGE	+$1.1K	$7.1K	$8.3K	89	89
—	share class as filed: Common Stock · position key `sid:sec:prov:1afe3c889e4b4befe3a1c8ce4654966b` · issuer key `iss:2405`	NO CHANGE	+$23	$6.8K	$6.8K	135	135
—	share class as filed: Common Stock · position key `pos:15168` · issuer key `iss:456`	NO CHANGE	−$196	$7.0K	$6.8K	60	60
—	share class as filed: Common Stock · position key `pos:10935` · issuer key `iss:1902`	NO CHANGE	+$1.3K	$5.5K	$6.8K	135	135
—	share class as filed: Common Stock · position key `pos:16441` · issuer key `iss:16`	NO CHANGE	+$951	$5.7K	$6.6K	229	229
—	share class as filed: Common Stock · position key `pos:11621` · issuer key `iss:1253`	NO CHANGE	−$506	$6.9K	$6.4K	39	39
—	share class as filed: Common Stock · position key `pos:15221` · issuer key `iss:1228`	NO CHANGE	+$944	$5.1K	$6.1K	18	18
—	share class as filed: Common Stock · position key `pos:17095` · issuer key `iss:588`	NO CHANGE	−$1.0K	$6.7K	$5.7K	59	59
—	share class as filed: Common Stock · position key `sid:sec:prov:b01efafd9c52181221003a3f82558332` · issuer key `cusip6:46429B`	NO CHANGE	−$28	$5.5K	$5.5K	240	240
—	share class as filed: Common Stock · position key `pos:11849` · issuer key `iss:104`	NO CHANGE	−$1.2K	$6.7K	$5.4K	18	18
—	share class as filed: Common Stock · position key `pos:12445` · issuer key `iss:1405`	NO CHANGE	−$1.2K	$6.6K	$5.4K	37	37
—	share class as filed: Common Stock · position key `pos:15144` · issuer key `iss:556`	NO CHANGE	−$1.1K	$6.4K	$5.3K	28	28
—	share class as filed: Common Stock · position key `pos:14060` · issuer key `iss:47`	NO CHANGE	−$279	$5.6K	$5.3K	26	26
—	share class as filed: Common Stock · position key `pos:16131` · issuer key `iss:1632`	NO CHANGE	−$326	$5.5K	$5.2K	55	55
—	share class as filed: Common Stock · position key `sid:sec:prov:ca64af4b8f7a9780026dd7b882e7b21d` · issuer key `cusip6:464286`	NO CHANGE	+$473	$4.6K	$5.1K	147	147
—	share class as filed: Common Stock · position key `pos:11944` · issuer key `iss:454`	NO CHANGE	+$35	$4.9K	$4.9K	63	63
—	share class as filed: Common Stock · position key `pos:12366` · issuer key `iss:22`	NO CHANGE	−$1.1K	$5.9K	$4.8K	47	47
—	share class as filed: Common Stock · position key `pos:15015` · issuer key `iss:92`	NO CHANGE	+$599	$4.2K	$4.8K	72	72
—	share class as filed: Common Stock · position key `pos:16805` · issuer key `iss:997`	NO CHANGE	−$1.1K	$5.7K	$4.6K	10	10
—	share class as filed: Common Stock · position key `pos:13738` · issuer key `iss:1698`	NO CHANGE	+$438	$4.1K	$4.5K	47	47
—	share class as filed: Common Stock · position key `pos:10455` · issuer key `iss:1091`	NO CHANGE	+$892	$3.6K	$4.5K	21	21
—	share class as filed: Common Stock · position key `pos:14157` · issuer key `iss:149`	NO CHANGE	+$1.1K	$3.3K	$4.4K	13	13
—	share class as filed: Common Stock · position key `pos:10790` · issuer key `iss:1444`	NO CHANGE	+$480	$3.8K	$4.2K	151	151
—	share class as filed: Common Stock · position key `pos:16507` · issuer key `iss:508`	NO CHANGE	−$1.1K	$5.3K	$4.2K	15	15
—	share class as filed: Common Stock · position key `pos:11610` · issuer key `iss:287`	NO CHANGE	−$434	$4.3K	$3.8K	4	4
—	share class as filed: Common Stock · position key `pos:16278` · issuer key `iss:390`	NO CHANGE	−$1.3K	$5.1K	$3.8K	21	21
—	share class as filed: Common Stock · position key `pos:11683` · issuer key `iss:1491`	NO CHANGE	−$560	$4.3K	$3.8K	19	19
—	share class as filed: Common Stock · position key `pos:10136` · issuer key `iss:990`	NO CHANGE	−$807	$4.4K	$3.6K	15	15
—	share class as filed: Common Stock · position key `pos:15442` · issuer key `iss:356`	NO CHANGE	+$267	$3.3K	$3.5K	12	12
—	share class as filed: Common Stock · position key `pos:15119` · issuer key `iss:489`	NO CHANGE	−$139	$3.5K	$3.4K	118	118
—	share class as filed: Common Stock · position key `pos:10715` · issuer key `iss:916`	NO CHANGE	−$152	$3.4K	$3.3K	10	10
—	share class as filed: Common Stock · position key `pos:15008` · issuer key `iss:318`	NO CHANGE	+$355	$2.9K	$3.2K	53	53
—	share class as filed: Common Stock · position key `pos:18143` · issuer key `iss:982`	NO CHANGE	+$520	$2.7K	$3.2K	72	72
—	share class as filed: Common Stock · position key `pos:16582` · issuer key `iss:1013`	NO CHANGE	−$34	$3.2K	$3.2K	62	62
—	share class as filed: Common Stock · position key `pos:14585` · issuer key `iss:1246`	NO CHANGE	+$206	$2.9K	$3.1K	54	54
—	share class as filed: Common Stock · position key `pos:11461` · issuer key `iss:102`	NO CHANGE	+$363	$2.7K	$3.0K	23	23
—	share class as filed: Common Stock · position key `pos:15220` · issuer key `iss:1725`	NO CHANGE	−$206	$3.2K	$3.0K	9	9
—	share class as filed: Common Stock · position key `pos:18187` · issuer key `iss:1040`	NO CHANGE	+$515	$2.4K	$2.9K	2	2
—	share class as filed: Common Stock · position key `sid:sec:prov:c1932f775d3618a47581895ad26ae10a` · issuer key `cusip6:46435U`	NO CHANGE	+$203	$2.7K	$2.9K	69	69
—	share class as filed: Common Stock · position key `pos:10434` · issuer key `iss:482`	NO CHANGE	+$211	$2.7K	$2.9K	34	34
—	share class as filed: Common Stock · position key `pos:16825` · issuer key `iss:987`	NO CHANGE	−$84	$2.9K	$2.8K	18	18
—	share class as filed: Common Stock · position key `pos:15708` · issuer key `iss:1187`	NO CHANGE	−$193	$3.0K	$2.8K	16	16
—	share class as filed: Common Stock · position key `pos:15622` · issuer key `iss:282`	NO CHANGE	−$939	$3.7K	$2.8K	24	24
—	share class as filed: Common Stock · position key `pos:14516` · issuer key `iss:1643`	NO CHANGE	+$249	$2.5K	$2.7K	28	28
—	share class as filed: Common Stock · position key `pos:13363` · issuer key `iss:1393`	NO CHANGE	−$8	$2.7K	$2.7K	13	13
—	share class as filed: Common Stock · position key `pos:18104` · issuer key `iss:233`	NO CHANGE	+$56	$2.6K	$2.6K	22	22
—	share class as filed: Common Stock · position key `pos:15134` · issuer key `iss:1844`	NO CHANGE	−$67	$2.7K	$2.6K	50	50
—	share class as filed: Common Stock · position key `pos:17201` · issuer key `iss:1208`	NO CHANGE	+$135	$2.5K	$2.6K	3	3
—	share class as filed: Common Stock · position key `pos:14307` · issuer key `iss:127`	NO CHANGE	+$375	$2.2K	$2.5K	8	8
—	share class as filed: Common Stock · position key `pos:15235` · issuer key `iss:125`	NO CHANGE	−$176	$2.7K	$2.5K	20	20
—	share class as filed: Common Stock · position key `pos:13354` · issuer key `iss:367`	NO CHANGE	−$256	$2.7K	$2.4K	34	34
—	share class as filed: Common Stock · position key `pos:14095` · issuer key `iss:307`	NO CHANGE	−$1.2K	$3.6K	$2.4K	38	38
—	share class as filed: Common Stock · position key `pos:16347` · issuer key `iss:1759`	NO CHANGE	+$446	$1.9K	$2.3K	19	19
—	share class as filed: Common Stock · position key `pos:17765` · issuer key `iss:595`	NO CHANGE	+$119	$2.2K	$2.3K	37	37
—	share class as filed: Common Stock · position key `pos:14354` · issuer key `iss:2031`	NO CHANGE	−$211	$2.5K	$2.3K	7	7
—	share class as filed: Common Stock · position key `pos:11219` · issuer key `iss:1925`	NO CHANGE	−$165	$2.4K	$2.3K	15	15
—	share class as filed: Common Stock · position key `pos:10330` · issuer key `iss:1250`	NO CHANGE	−$131	$2.4K	$2.2K	31	31
—	share class as filed: Common Stock · position key `pos:13463` · issuer key `iss:1942`	NO CHANGE	−$110	$2.3K	$2.2K	81	81
—	share class as filed: Common Stock · position key `pos:11450` · issuer key `iss:267`	NO CHANGE	+$88	$2.1K	$2.2K	12	12
—	share class as filed: Common Stock · position key `pos:16504` · issuer key `iss:1251`	NO CHANGE	−$373	$2.6K	$2.2K	5	5
—	share class as filed: Common Stock · position key `pos:16096` · issuer key `iss:1206`	NO CHANGE	+$37	$2.1K	$2.2K	7	7
—	share class as filed: Common Stock · position key `pos:15817` · issuer key `iss:702`	NO CHANGE	+$239	$1.9K	$2.2K	44	44
—	share class as filed: Common Stock · position key `pos:12048` · issuer key `iss:665`	NO CHANGE	+$379	$1.8K	$2.1K	19	19
—	share class as filed: Common Stock · position key `pos:12766` · issuer key `iss:1817`	NO CHANGE	+$12	$2.0K	$2.0K	7	7
—	share class as filed: Common Stock · position key `pos:11361` · issuer key `iss:1042`	NO CHANGE	−$770	$2.8K	$2.0K	22	22
—	share class as filed: Common Stock · position key `sid:sec:prov:10528486b83b2b81e8ec0dcfb4e89d39` · issuer key `cusip6:464286`	NO CHANGE	+$167	$1.9K	$2.0K	42	42
—	share class as filed: Common Stock · position key `pos:13598` · issuer key `iss:1994`	NO CHANGE	+$139	$1.8K	$2.0K	25	25
—	share class as filed: Common Stock · position key `pos:17429` · issuer key `iss:2052`	NO CHANGE	−$700	$2.7K	$2.0K	10	10
—	share class as filed: Common Stock · position key `pos:11577` · issuer key `iss:167`	NO CHANGE	−$132	$2.1K	$2.0K	16	16
—	share class as filed: Common Stock · position key `pos:12331` · issuer key `iss:1618`	NO CHANGE	+$1.2K	$712	$1.9K	3	3
—	share class as filed: Common Stock · position key `pos:16411` · issuer key `iss:865`	NO CHANGE	+$26	$1.9K	$1.9K	4	4
—	share class as filed: Common Stock · position key `pos:14885` · issuer key `iss:1830`	NO CHANGE	−$133	$2.0K	$1.9K	41	41
—	share class as filed: Common Stock · position key `pos:10263` · issuer key `iss:1078`	NO CHANGE	+$257	$1.6K	$1.9K	26	26
—	share class as filed: Common Stock · position key `pos:15492` · issuer key `iss:355`	NO CHANGE	−$60	$1.9K	$1.9K	7	7
—	share class as filed: Common Stock · position key `pos:15445` · issuer key `iss:84`	NO CHANGE	−$7	$1.9K	$1.9K	9	9
—	share class as filed: Common Stock · position key `sid:sec:prov:3c7254bf686fe138e5a2df2aa1be5a39` · issuer key `iss:2454`	NO CHANGE	+$22	$1.8K	$1.8K	44	44
—	share class as filed: Common Stock · position key `pos:15193` · issuer key `iss:1500`	NO CHANGE	+$14	$1.8K	$1.8K	22	22
—	share class as filed: Common Stock · position key `pos:16439` · issuer key `iss:520`	NO CHANGE	+$630	$1.1K	$1.8K	13	13
—	share class as filed: Common Stock · position key `pos:15047` · issuer key `iss:135`	NO CHANGE	−$346	$2.1K	$1.8K	6	6
—	share class as filed: Common Stock · position key `pos:13899` · issuer key `iss:1563`	NO CHANGE	−$1.1K	$2.8K	$1.7K	25	25
—	share class as filed: Common Stock · position key `pos:17983` · issuer key `iss:799`	NO CHANGE	−$337	$2.1K	$1.7K	8	8
—	share class as filed: Common Stock · position key `pos:17290` · issuer key `iss:39`	NO CHANGE	−$748	$2.5K	$1.7K	7	7
—	share class as filed: Common Stock · position key `pos:11354` · issuer key `iss:506`	NO CHANGE	+$208	$1.5K	$1.7K	15	15
—	share class as filed: Common Stock · position key `pos:10606` · issuer key `iss:141`	NO CHANGE	−$500	$2.2K	$1.7K	15	15
—	share class as filed: Common Stock · position key `pos:12151` · issuer key `iss:1391`	NO CHANGE	+$142	$1.5K	$1.7K	95	95
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:15892` · issuer key `iss:7`	NO CHANGE	−$8	$1.7K	$1.6K	15	15
—	share class as filed: Common Stock · position key `pos:15598` · issuer key `iss:1962`	NO CHANGE	+$589	$1.0K	$1.6K	6	6
—	share class as filed: Common Stock · position key `pos:16004` · issuer key `iss:1161`	NO CHANGE	−$104	$1.7K	$1.6K	3	3
—	share class as filed: Common Stock · position key `pos:14782` · issuer key `iss:1406`	NO CHANGE	−$239	$1.8K	$1.6K	10	10
—	share class as filed: Common Stock · position key `pos:16095` · issuer key `iss:151`	NO CHANGE	−$1.1K	$2.7K	$1.6K	4	4
—	share class as filed: Common Stock · position key `pos:16058` · issuer key `iss:118`	NO CHANGE	−$118	$1.7K	$1.6K	5	5
—	share class as filed: Common Stock · position key `pos:13683` · issuer key `iss:1648`	NO CHANGE	−$730	$2.3K	$1.6K	15	15
—	share class as filed: Common Stock · position key `pos:14712` · issuer key `iss:537`	NO CHANGE	−$313	$1.9K	$1.6K	4	4
—	share class as filed: Common Stock · position key `pos:15342` · issuer key `iss:1937`	NO CHANGE	+$134	$1.4K	$1.5K	13	13
—	share class as filed: Common Stock · position key `pos:18077` · issuer key `iss:1053`	NO CHANGE	−$96	$1.6K	$1.5K	57	57
—	share class as filed: Common Stock · position key `pos:12014` · issuer key `iss:157`	NO CHANGE	+$304	$1.2K	$1.5K	20	20
—	share class as filed: Common Stock · position key `pos:11166` · issuer key `iss:640`	NO CHANGE	−$3	$1.4K	$1.4K	7	7
—	share class as filed: Common Stock · position key `pos:15818` · issuer key `iss:1742`	NO CHANGE	−$47	$1.5K	$1.4K	20	20
—	share class as filed: Common Stock · position key `pos:11897` · issuer key `iss:2010`	NO CHANGE	−$91	$1.5K	$1.4K	12	12
—	share class as filed: Common Stock · position key `pos:16172` · issuer key `iss:1141`	NO CHANGE	−$29	$1.4K	$1.4K	6	6
—	share class as filed: Common Stock · position key `pos:14474` · issuer key `iss:1052`	NO CHANGE	−$1	$1.4K	$1.4K	82	82
—	share class as filed: Common Stock · position key `pos:14801` · issuer key `iss:1422`	NO CHANGE	−$408	$1.8K	$1.4K	31	31
—	share class as filed: Common Stock · position key `pos:12487` · issuer key `iss:1240`	NO CHANGE	+$576	$796	$1.4K	27	27
—	share class as filed: Common Stock · position key `pos:13319` · issuer key `iss:53`	NO CHANGE	−$265	$1.6K	$1.4K	12	12
—	share class as filed: Common Stock · position key `pos:14089` · issuer key `iss:107`	NO CHANGE	−$185	$1.5K	$1.4K	18	18
—	share class as filed: Common Stock · position key `pos:11588` · issuer key `iss:1058`	NO CHANGE	−$61	$1.4K	$1.4K	14	14
—	share class as filed: Common Stock · position key `pos:16809` · issuer key `iss:119`	NO CHANGE	−$138	$1.5K	$1.3K	3	3
—	share class as filed: Common Stock · position key `pos:11411` · issuer key `iss:97`	NO CHANGE	+$121	$1.2K	$1.3K	12	12
—	share class as filed: Common Stock · position key `pos:14077` · issuer key `iss:550`	NO CHANGE	+$155	$1.2K	$1.3K	9	9
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:11582` · issuer key `iss:1267`	NO CHANGE	−$118	$1.4K	$1.3K	9	9
—	share class as filed: Common Stock · position key `pos:13386` · issuer key `iss:1257`	NO CHANGE	+$152	$1.2K	$1.3K	3	3
—	share class as filed: Common Stock · position key `pos:16984` · issuer key `iss:187`	NO CHANGE	+$120	$1.2K	$1.3K	7	7
—	share class as filed: Common Stock · position key `pos:16440` · issuer key `iss:637`	NO CHANGE	−$83	$1.4K	$1.3K	16	16
—	share class as filed: Common Stock · position key `pos:12498` · issuer key `iss:1272`	NO CHANGE	−$184	$1.5K	$1.3K	15	15
—	share class as filed: Common Stock · position key `pos:16649` · issuer key `iss:1221`	NO CHANGE	−$148	$1.4K	$1.3K	18	18
—	share class as filed: Common Stock · position key `pos:15318` · issuer key `iss:392`	NO CHANGE	+$35	$1.2K	$1.3K	6	6
—	share class as filed: Common Stock · position key `pos:17837` · issuer key `iss:1223`	NO CHANGE	−$133	$1.4K	$1.3K	1	1
—	share class as filed: Common Stock · position key `pos:15485` · issuer key `iss:903`	NO CHANGE	+$155	$1.1K	$1.2K	6	6
—	share class as filed: Common Stock · position key `pos:12693` · issuer key `iss:114`	NO CHANGE	+$50	$1.2K	$1.2K	9	9
—	share class as filed: Common Stock · position key `pos:15877` · issuer key `iss:961`	NO CHANGE	−$60	$1.3K	$1.2K	13	13
—	share class as filed: Common Stock · position key `pos:16467` · issuer key `iss:480`	NO CHANGE	−$361	$1.6K	$1.2K	7	7
—	share class as filed: Common Stock · position key `pos:17365` · issuer key `iss:1396`	NO CHANGE	+$101	$1.1K	$1.2K	32	32
—	share class as filed: Common Stock · position key `pos:15241` · issuer key `iss:885`	NO CHANGE	−$23	$1.2K	$1.2K	9	9
—	share class as filed: Common Stock · position key `pos:11170` · issuer key `iss:421`	NO CHANGE	+$134	$1.1K	$1.2K	28	28
—	share class as filed: Common Stock · position key `pos:16495` · issuer key `iss:1005`	NO CHANGE	−$384	$1.6K	$1.2K	7	7
—	share class as filed: Common Stock · position key `pos:18221` · issuer key `iss:1739`	NO CHANGE	−$220	$1.4K	$1.2K	3	3
—	share class as filed: Common Stock · position key `pos:15990` · issuer key `iss:1752`	NO CHANGE	−$351	$1.5K	$1.2K	6	6
—	share class as filed: Common Stock · position key `pos:15578` · issuer key `iss:2205`	NO CHANGE	+$349	$826	$1.2K	3	3
—	share class as filed: Common Stock · position key `pos:16016` · issuer key `iss:1499`	NO CHANGE	−$183	$1.4K	$1.2K	12	12
—	share class as filed: Common Stock · position key `pos:12994` · issuer key `iss:636`	NO CHANGE	+$211	$960	$1.2K	16	16
—	share class as filed: Common Stock · position key `pos:16902` · issuer key `iss:2033`	NO CHANGE	+$1	$1.2K	$1.2K	12	12
—	share class as filed: Common Stock · position key `pos:11644` · issuer key `iss:1714`	NO CHANGE	−$22	$1.2K	$1.1K	9	9
—	share class as filed: Common Stock · position key `pos:16368` · issuer key `iss:953`	NO CHANGE	−$229	$1.4K	$1.1K	2	2
—	share class as filed: Common Stock · position key `pos:11120` · issuer key `iss:749`	NO CHANGE	+$130	$985	$1.1K	22	22
—	share class as filed: Common Stock · position key `pos:11814` · issuer key `iss:371`	NO CHANGE	−$139	$1.3K	$1.1K	4	4
—	share class as filed: Common Stock · position key `pos:15545` · issuer key `iss:247`	NO CHANGE	−$257	$1.4K	$1.1K	7	7
—	share class as filed: Common Stock · position key `pos:14865` · issuer key `iss:1248`	NO CHANGE	+$187	$906	$1.1K	1	1
—	share class as filed: Common Stock · position key `pos:12363` · issuer key `iss:1707`	NO CHANGE	−$89	$1.2K	$1.1K	18	18
—	share class as filed: Common Stock · position key `pos:16012` · issuer key `iss:1713`	NO CHANGE	+$64	$1.0K	$1.1K	12	12
—	share class as filed: Common Stock · position key `pos:17124` · issuer key `iss:593`	NO CHANGE	−$126	$1.2K	$1.1K	9	9
—	share class as filed: Common Stock · position key `pos:14773` · issuer key `iss:2228`	NO CHANGE	−$93	$1.1K	$1.0K	5	5
—	share class as filed: Common Stock · position key `pos:11002` · issuer key `iss:696`	NO CHANGE	+$29	$1.0K	$1.0K	15	15
—	share class as filed: Common Stock · position key `pos:17863` · issuer key `iss:1147`	NO CHANGE	+$27	$1.0K	$1.0K	5	5
—	share class as filed: Common Stock · position key `pos:12950` · issuer key `iss:357`	NO CHANGE	+$100	$909	$1.0K	13	13
—	share class as filed: Common Stock · position key `pos:13075` · issuer key `iss:985`	NO CHANGE	+$41	$965	$1.0K	15	15
—	share class as filed: Common Stock · position key `pos:18151` · issuer key `iss:594`	NO CHANGE	−$121	$1.1K	$986	9	9
—	share class as filed: Common Stock · position key `pos:13801` · issuer key `iss:1188`	NO CHANGE	+$50	$931	$981	3	3
—	share class as filed: Common Stock · position key `pos:16732` · issuer key `iss:734`	NO CHANGE	−$7	$983	$976	21	21
—	share class as filed: Common Stock · position key `pos:14143` · issuer key `iss:748`	NO CHANGE	−$193	$1.1K	$949	17	17
—	share class as filed: Common Stock · position key `pos:12127` · issuer key `iss:1315`	NO CHANGE	+$98	$835	$933	20	20
—	share class as filed: Common Stock · position key `pos:16657` · issuer key `iss:446`	NO CHANGE	+$94	$839	$933	10	10
—	share class as filed: Common Stock · position key `pos:11521` · issuer key `iss:914`	NO CHANGE	+$50	$862	$912	3	3
—	share class as filed: Common Stock · position key `pos:13697` · issuer key `iss:507`	NO CHANGE	+$72	$828	$900	6	6
—	share class as filed: Common Stock · position key `pos:16392` · issuer key `iss:1549`	NO CHANGE	−$65	$963	$898	4	4
—	share class as filed: Common Stock · position key `pos:11276` · issuer key `iss:1947`	NO CHANGE	−$246	$1.1K	$893	3	3
—	share class as filed: Common Stock · position key `pos:15327` · issuer key `iss:1780`	NO CHANGE	+$308	$581	$889	3	3
—	share class as filed: Common Stock · position key `pos:17272` · issuer key `iss:521`	NO CHANGE	−$30	$903	$873	3	3
—	share class as filed: Common Stock · position key `pos:13728` · issuer key `iss:2247`	NO CHANGE	−$114	$986	$872	3	3
—	share class as filed: Common Stock · position key `pos:15683` · issuer key `iss:1526`	NO CHANGE	−$95	$964	$869	6	6
—	share class as filed: Common Stock · position key `pos:10213` · issuer key `iss:82`	NO CHANGE	+$81	$780	$861	12	12
—	share class as filed: Common Stock · position key `pos:14728` · issuer key `iss:811`	NO CHANGE	−$214	$1.1K	$856	23	23
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:16356` · issuer key `iss:795`	NO CHANGE	−$130	$984	$854	12	12
—	share class as filed: Common Stock · position key `pos:17734` · issuer key `iss:1055`	NO CHANGE	+$237	$610	$847	3	3
—	share class as filed: Common Stock · position key `pos:11182` · issuer key `iss:347`	NO CHANGE	+$90	$753	$843	3	3
—	share class as filed: Common Stock · position key `pos:12281` · issuer key `iss:1321`	NO CHANGE	+$17	$820	$837	6	6
—	share class as filed: Common Stock · position key `pos:15837` · issuer key `iss:1075`	NO CHANGE	−$65	$897	$832	37	37
—	share class as filed: Common Stock · position key `pos:11403` · issuer key `iss:1342`	NO CHANGE	+$10	$821	$831	9	9
—	share class as filed: Common Stock · position key `pos:16484` · issuer key `iss:2304`	NO CHANGE	−$11	$837	$826	3	3
—	share class as filed: Common Stock · position key `pos:15723` · issuer key `iss:565`	NO CHANGE	+$192	$629	$821	5	5
—	share class as filed: Common Stock · position key `pos:12600` · issuer key `iss:694`	NO CHANGE	+$94	$725	$819	10	10
—	share class as filed: Common Stock · position key `pos:11239` · issuer key `iss:764`	NO CHANGE	+$23	$794	$817	10	10
—	share class as filed: Common Stock · position key `pos:15827` · issuer key `iss:1741`	NO CHANGE	−$185	$1.0K	$816	12	12
—	share class as filed: Common Stock · position key `pos:11064` · issuer key `iss:1089`	NO CHANGE	+$47	$753	$800	3	3
—	share class as filed: Common Stock · position key `pos:14064` · issuer key `iss:2295`	NO CHANGE	−$81	$868	$787	4	4
—	share class as filed: Common Stock · position key `pos:15813` · issuer key `iss:449`	NO CHANGE	−$30	$817	$787	5	5
—	share class as filed: Common Stock · position key `pos:17859` · issuer key `iss:931`	NO CHANGE	−$85	$868	$783	50	50
—	share class as filed: Common Stock · position key `pos:10276` · issuer key `iss:458`	NO CHANGE	+$21	$759	$780	13	13
—	share class as filed: Common Stock · position key `pos:14515` · issuer key `iss:1838`	NO CHANGE	+$66	$703	$769	12	12
—	share class as filed: Common Stock · position key `pos:16696` · issuer key `iss:162`	NO CHANGE	−$367	$1.1K	$764	7	7
—	share class as filed: Common Stock · position key `pos:11796` · issuer key `iss:1134`	NO CHANGE	+$50	$713	$763	5	5
—	share class as filed: Common Stock · position key `pos:11992` · issuer key `iss:2256`	NO CHANGE	+$229	$534	$763	6	6
—	share class as filed: Common Stock · position key `pos:15580` · issuer key `iss:1538`	NO CHANGE	−$29	$786	$757	29	29
—	share class as filed: Common Stock · position key `pos:10317` · issuer key `iss:1960`	NO CHANGE	−$73	$825	$752	3	3
—	share class as filed: Common Stock · position key `pos:17207` · issuer key `iss:732`	NO CHANGE	−$312	$1.1K	$751	16	16
—	share class as filed: Common Stock · position key `pos:16532` · issuer key `iss:812`	NO CHANGE	−$68	$813	$745	10	10
—	share class as filed: Common Stock · position key `pos:17542` · issuer key `iss:193`	NO CHANGE	−$170	$888	$718	3	3
—	share class as filed: Common Stock · position key `pos:17628` · issuer key `iss:1100`	NO CHANGE	−$329	$1.0K	$718	10	10
—	share class as filed: Common Stock · position key `pos:10193` · issuer key `iss:1574`	NO CHANGE	−$182	$890	$708	2	2
—	share class as filed: Common Stock · position key `pos:16528` · issuer key `iss:559`	NO CHANGE	−$108	$816	$708	6	6
—	share class as filed: Common Stock · position key `pos:12832` · issuer key `iss:1358`	NO CHANGE	−$49	$727	$678	9	9
—	share class as filed: Common Stock · position key `pos:10602` · issuer key `iss:254`	NO CHANGE	−$38	$701	$663	10	10
—	share class as filed: Common Stock · position key `pos:13247` · issuer key `iss:2223`	NO CHANGE	−$98	$761	$663	3	3
—	share class as filed: Common Stock · position key `pos:10663` · issuer key `iss:1575`	NO CHANGE	+$110	$540	$650	3	3
—	share class as filed: Common Stock · position key `pos:14479` · issuer key `iss:433`	NO CHANGE	+$22	$626	$648	3	3
—	share class as filed: Common Stock · position key `pos:17189` · issuer key `iss:1139`	NO CHANGE	+$8	$632	$640	6	6
—	share class as filed: Common Stock · position key `pos:13891` · issuer key `iss:1313`	NO CHANGE	−$131	$765	$634	12	12
—	share class as filed: Common Stock · position key `pos:12159` · issuer key `iss:1478`	NO CHANGE	−$86	$717	$631	7	7
—	share class as filed: Common Stock · position key `pos:15034` · issuer key `iss:573`	NO CHANGE	−$36	$664	$628	10	10
—	share class as filed: Common Stock · position key `pos:13754` · issuer key `iss:468`	NO CHANGE	+$17	$605	$622	6	6
—	share class as filed: Common Stock · position key `pos:12559` · issuer key `iss:1454`	NO CHANGE	+$73	$532	$605	6	6
—	share class as filed: Common Stock · position key `pos:15730` · issuer key `iss:1746`	NO CHANGE	−$22	$627	$605	3	3
—	share class as filed: Common Stock · position key `pos:16854` · issuer key `iss:1767`	NO CHANGE	+$94	$511	$605	1	1
—	share class as filed: Common Stock · position key `pos:16729` · issuer key `iss:1054`	NO CHANGE	−$17	$619	$602	30	30
—	share class as filed: Common Stock · position key `pos:17935` · issuer key `iss:599`	NO CHANGE	−$305	$906	$601	4	4
—	share class as filed: Common Stock · position key `pos:12433` · issuer key `iss:1513`	NO CHANGE	+$67	$521	$588	3	3
—	share class as filed: Common Stock · position key `pos:16135` · issuer key `iss:332`	NO CHANGE	−$130	$717	$587	9	9
—	share class as filed: Common Stock · position key `pos:11213` · issuer key `iss:1227`	NO CHANGE	+$8	$573	$581	9	9
—	share class as filed: Common Stock · position key `pos:12417` · issuer key `iss:2008`	NO CHANGE	+$3	$540	$543	6	6
—	share class as filed: Common Stock · position key `pos:10245` · issuer key `iss:1484`	NO CHANGE	+$12	$529	$541	6	6
—	share class as filed: Common Stock · position key `pos:12665` · issuer key `iss:1026`	NO CHANGE	+$75	$456	$531	2	2
—	share class as filed: Common Stock · position key `pos:10550` · issuer key `iss:929`	NO CHANGE	−$248	$768	$520	3	3
—	share class as filed: Common Stock · position key `pos:11979` · issuer key `iss:57`	NO CHANGE	−$38	$543	$505	4	4
—	share class as filed: Common Stock · position key `pos:10708` · issuer key `iss:1205`	NO CHANGE	−$177	$681	$504	10	10
—	share class as filed: Common Stock · position key `pos:10246` · issuer key `iss:906`	NO CHANGE	−$4	$504	$500	21	21
—	share class as filed: Common Stock · position key `pos:13563` · issuer key `iss:900`	NO CHANGE	−$73	$547	$474	3	3
—	share class as filed: Common Stock · position key `pos:15847` · issuer key `iss:759`	NO CHANGE	−$65	$538	$473	41	41
—	share class as filed: Common Stock · position key `pos:10907` · issuer key `iss:828`	NO CHANGE	−$71	$542	$471	7	7
—	share class as filed: Common Stock · position key `pos:13408` · issuer key `iss:2003`	NO CHANGE	+$12	$454	$466	3	3
—	share class as filed: Common Stock · position key `pos:11265` · issuer key `iss:2258`	NO CHANGE	+$58	$406	$464	2	2
—	share class as filed: Common Stock · position key `sid:sec:prov:91d6849a98e3e9ee3b4349013a243cf4` · issuer key `cusip6:436440`	NO CHANGE	+$7	$447	$454	6	6
—	share class as filed: Common Stock · position key `pos:16398` · issuer key `iss:1439`	NO CHANGE	−$46	$484	$438	5	5
—	share class as filed: Common Stock · position key `pos:12966` · issuer key `iss:10`	NO CHANGE	−$8	$445	$437	31	31
—	share class as filed: Common Stock · position key `pos:12887` · issuer key `iss:178`	NO CHANGE	−$46	$482	$436	2	2
—	share class as filed: Common Stock · position key `pos:17164` · issuer key `iss:1360`	NO CHANGE	+$54	$379	$433	7	7
—	share class as filed: Common Stock · position key `pos:12833` · issuer key `iss:477`	NO CHANGE	−$152	$581	$429	7	7
—	share class as filed: Common Stock · position key `pos:17009` · issuer key `iss:510`	NO CHANGE	−$63	$492	$429	6	6
—	share class as filed: Common Stock · position key `pos:17234` · issuer key `iss:981`	NO CHANGE	−$148	$568	$420	2	2
—	share class as filed: Common Stock · position key `pos:16040` · issuer key `iss:1913`	NO CHANGE	+$33	$386	$419	31	31
—	share class as filed: Common Stock · position key `pos:16107` · issuer key `iss:830`	NO CHANGE	−$2	$420	$418	3	3
—	share class as filed: Common Stock · position key `pos:13510` · issuer key `iss:444`	NO CHANGE	−$65	$481	$416	13	13
—	share class as filed: Common Stock · position key `pos:14419` · issuer key `iss:549`	NO CHANGE	−$20	$432	$412	3	3
—	share class as filed: Common Stock · position key `pos:17039` · issuer key `iss:776`	NO CHANGE	−$102	$511	$409	7	7
—	share class as filed: Common Stock · position key `pos:13214` · issuer key `iss:745`	NO CHANGE	−$127	$522	$395	2	2
—	share class as filed: Common Stock · position key `pos:12687` · issuer key `iss:419`	NO CHANGE	−$101	$494	$393	12	12
—	share class as filed: Common Stock · position key `pos:17607` · issuer key `iss:1988`	NO CHANGE	−$254	$644	$390	3	3
—	share class as filed: Common Stock · position key `pos:13864` · issuer key `iss:1681`	NO CHANGE	−$5	$391	$386	4	4
—	share class as filed: Common Stock · position key `pos:11969` · issuer key `iss:268`	NO CHANGE	−$46	$412	$366	7	7
—	share class as filed: Common Stock · position key `pos:17262` · issuer key `iss:2139`	NO CHANGE	−$30	$394	$364	15	15
—	share class as filed: Common Stock · position key `pos:17525` · issuer key `iss:631`	NO CHANGE	+$16	$348	$364	4	4
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:16130` · issuer key `iss:1508`	NO CHANGE	+$101	$245	$346	3	3
—	share class as filed: Common Stock · position key `pos:16949` · issuer key `iss:431`	NO CHANGE	−$54	$399	$345	2	2
—	share class as filed: Common Stock · position key `pos:17033` · issuer key `iss:60`	NO CHANGE	+$83	$262	$345	3	3
—	share class as filed: Common Stock · position key `pos:14053` · issuer key `iss:73`	NO CHANGE	+$31	$312	$343	2	2
—	share class as filed: Common Stock · position key `pos:14291` · issuer key `iss:1796`	NO CHANGE	−$229	$569	$340	15	15
—	share class as filed: Common Stock · position key `pos:14448` · issuer key `iss:2100`	NO CHANGE	−$12	$339	$327	1	1
—	share class as filed: Common Stock · position key `pos:15955` · issuer key `iss:406`	NO CHANGE	−$108	$422	$314	1	1
—	share class as filed: Common Stock · position key `pos:18152` · issuer key `iss:501`	NO CHANGE	−$32	$346	$314	20	20
—	share class as filed: Common Stock · position key `pos:11819` · issuer key `iss:400`	NO CHANGE	−$55	$366	$311	12	12
—	share class as filed: Common Stock · position key `pos:12920` · issuer key `iss:1289`	NO CHANGE	−$14	$321	$307	3	3
—	share class as filed: Common Stock · position key `pos:12571` · issuer key `iss:1244`	NO CHANGE	−$26	$327	$301	7	7
—	share class as filed: Common Stock · position key `pos:10247` · issuer key `iss:1308`	NO CHANGE	−$14	$313	$299	12	12
—	share class as filed: Common Stock · position key `pos:14952` · issuer key `iss:731`	NO CHANGE	+$34	$255	$289	1	1
—	share class as filed: Common Stock · position key `pos:17156` · issuer key `iss:868`	NO CHANGE	−$46	$334	$288	15	15
—	share class as filed: Common Stock · position key `pos:12678` · issuer key `iss:1400`	NO CHANGE	−$63	$348	$285	2	2
—	share class as filed: Common Stock · position key `pos:14225` · issuer key `iss:1758`	NO CHANGE	+$26	$256	$282	2	2
—	share class as filed: Common Stock · position key `pos:10453` · issuer key `iss:919`	NO CHANGE	−$12	$284	$272	12	12
—	share class as filed: Common Stock · position key `pos:15619` · issuer key `iss:1810`	NO CHANGE	−$28	$300	$272	6	6
—	share class as filed: Common Stock · position key `pos:16742` · issuer key `iss:776`	NO CHANGE	−$59	$325	$266	5	5
—	share class as filed: Common Stock · position key `pos:10783` · issuer key `iss:1822`	NO CHANGE	−$52	$313	$261	4	4
—	share class as filed: Common Stock · position key `pos:11077` · issuer key `iss:1690`	NO CHANGE	−$56	$317	$261	4	4
—	share class as filed: Common Stock · position key `pos:15921` · issuer key `iss:1110`	NO CHANGE	−$47	$308	$261	3	3
—	share class as filed: Common Stock · position key `pos:15288` · issuer key `iss:682`	NO CHANGE	−$36	$287	$251	1	1
—	share class as filed: Common Stock · position key `pos:11677` · issuer key `iss:1901`	NO CHANGE	+$5	$243	$248	1	1
—	share class as filed: Common Stock · position key `pos:14563` · issuer key `iss:351`	NO CHANGE	−$30	$272	$242	2	2
—	share class as filed: Common Stock · position key `pos:13420` · issuer key `iss:778`	NO CHANGE	−$3	$239	$236	10	10
—	share class as filed: Common Stock · position key `pos:10558` · issuer key `iss:1502`	NO CHANGE	$0	$235	$235	2	2
—	share class as filed: Common Stock · position key `pos:17902` · issuer key `iss:706`	NO CHANGE	−$52	$283	$231	1	1
—	share class as filed: Common Stock · position key `pos:14310` · issuer key `iss:1626`	NO CHANGE	−$6	$227	$221	3	3
—	share class as filed: Common Stock · position key `pos:15102` · issuer key `iss:244`	NO CHANGE	−$30	$248	$218	13	13
—	share class as filed: Common Stock · position key `pos:16294` · issuer key `iss:721`	NO CHANGE	−$73	$290	$217	1	1
—	share class as filed: Common Stock · position key `pos:16190` · issuer key `iss:2005`	NO CHANGE	−$34	$243	$209	1	1
—	share class as filed: Common Stock · position key `pos:17399` · issuer key `iss:382`	NO CHANGE	−$51	$251	$200	9	9
—	share class as filed: Common Stock · position key `pos:17106` · issuer key `iss:557`	NO CHANGE	+$12	$184	$196	1	1
—	share class as filed: Common Stock · position key `pos:16509` · issuer key `iss:333`	NO CHANGE	+$3	$182	$185	7	7
—	share class as filed: Common Stock · position key `pos:11774` · issuer key `iss:1974`	NO CHANGE	+$3	$179	$182	1	1
—	share class as filed: Common Stock · position key `pos:14557` · issuer key `iss:1734`	NO CHANGE	−$52	$234	$182	8	8
—	share class as filed: Common Stock · position key `pos:13642` · issuer key `iss:1873`	NO CHANGE	−$39	$218	$179	1	1
—	share class as filed: Common Stock · position key `pos:12294` · issuer key `iss:1325`	NO CHANGE	−$76	$245	$169	9	9
—	share class as filed: Common Stock · position key `pos:12875` · issuer key `iss:831`	NO CHANGE	−$83	$248	$165	2	2
—	share class as filed: Common Stock · position key `pos:10468` · issuer key `iss:1097`	NO CHANGE	−$33	$195	$162	3	3
—	share class as filed: Common Stock · position key `pos:16701` · issuer key `iss:1674`	NO CHANGE	−$29	$190	$161	3	3
—	share class as filed: Common Stock · position key `pos:10484` · issuer key `iss:805`	NO CHANGE	−$94	$252	$158	1	1
—	share class as filed: Common Stock · position key `pos:14365` · issuer key `iss:560`	NO CHANGE	+$40	$114	$154	1	1
—	share class as filed: Common Stock · position key `pos:12053` · issuer key `iss:1143`	NO CHANGE	−$55	$208	$153	1	1
—	share class as filed: Common Stock · position key `pos:12257` · issuer key `iss:2102`	NO CHANGE	−$13	$152	$139	2	2
—	share class as filed: Common Stock · position key `pos:10651` · issuer key `iss:669`	NO CHANGE	−$70	$205	$135	1	1
—	share class as filed: Common Stock · position key `pos:10719` · issuer key `iss:257`	NO CHANGE	−$6	$134	$128	2	2
—	share class as filed: Common Stock · position key `pos:14246` · issuer key `iss:1308`	NO CHANGE	−$5	$119	$114	4	4
—	share class as filed: Common Stock · position key `pos:17573` · issuer key `iss:815`	NO CHANGE	−$17	$123	$106	1	1
—	share class as filed: Common Stock · position key `pos:13025` · issuer key `iss:1992`	NO CHANGE	−$18	$120	$102	1	1
—	share class as filed: Common Stock · position key `pos:14914` · issuer key `iss:561`	NO CHANGE	−$4	$104	$100	1	1
—	share class as filed: Common Stock · position key `pos:18272` · issuer key `iss:886`	NO CHANGE	+$12	$82	$94	1	1
—	share class as filed: Common Stock · position key `pos:16942` · issuer key `iss:1410`	NO CHANGE	−$44	$134	$90	10	10
—	share class as filed: Common Stock · position key `pos:13760` · issuer key `iss:2176`	NO CHANGE	−$14	$89	$75	4	4
—	share class as filed: Common Stock · position key `pos:14971` · issuer key `iss:1153`	NO CHANGE	+$1	$73	$74	2	2

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

352 issuers · 391 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

SELECT SECTOR SPDR TR SBI INT-

10 positions · 10 reported rows

Rows WestEnd Advisors, LLC reported for SELECT SECTOR SPDR TR SBI INT-, as it reported them
SELECT SECTOR SPDR TR SBI INT- · Common Stock CUSIP — src ↗	$428M	3,223,539
SELECT SECTOR SPDR TR SBI INT- · Common Stock CUSIP 81369Y605 src ↗	$383M	7,763,625
SELECT SECTOR SPDR TR COMMUNIC · Common Stock CUSIP 81369Y852 src ↗	$315M	2,838,788
SELECT SECTOR SPDR TR · Common Stock CUSIP 81369Y209 src ↗	$275M	1,878,114
SELECT SECTOR SPDR TR SBI CONS · Common Stock CUSIP — src ↗	$232M	2,828,614
SELECT SECTOR SPDR TR SBI INT- · Common Stock CUSIP — src ↗	$111M	2,413,428
SELECT SECTOR SPDR TR SBI CONS · Common Stock CUSIP 81369Y407 src ↗	$102M	936,429
SELECT SECTOR SPDR TR SBI INT- · Common Stock CUSIP 81369Y506 src ↗	$50.3K	821
SELECT SECTOR SPDR TR SBI MATE · Common Stock CUSIP 81369Y100 src ↗	$25.9K	519
SELECT SECTOR SPDR TR RL EST S · Common Stock CUSIP 81369Y860 src ↗	$1.8K	44

ticker not yet mapped

$1.8B

21,883,921

44.6%

—

ISHARES TR SANDP SMLCAP 600

9 positions · 9 reported rows

Rows WestEnd Advisors, LLC reported for ISHARES TR SANDP SMLCAP 600, as it reported them
ISHARES TR SANDP SMLCAP 600 · Common Stock CUSIP — src ↗	$117M	937,250
ISHARES TR ISHARES BIOTECH · Common Stock CUSIP — src ↗	$109M	648,103
ISHARES TR GLDM SACHS TEC · Common Stock CUSIP — src ↗	$99.1M	836,049
ISHARES TR 20 YR TRS BD · Common Stock CUSIP — src ↗	$81.8M	943,366
ISHARES TR 7-10 YR TRS BD · Common Stock CUSIP — src ↗	$74.4M	779,648
ISHARES RUSSELL 1000 ETF · Common Stock CUSIP — src ↗	$376K	1,055
ISHARES CORE S&P 500 ETF · Common Stock CUSIP — src ↗	$183K	280
ISHARES GLOBAL 100 ETF · Common Stock CUSIP — src ↗	$48.1K	397
ISHARES N AMERICAN TECH SOFT · Common Stock CUSIP — src ↗	$4.4K	55

ticker not yet mapped

$482M

4,146,203

11.6%

—

VANGUARD INTL EQUITY INDEX F A

3 positions · 3 reported rows

Rows WestEnd Advisors, LLC reported for VANGUARD INTL EQUITY INDEX F A, as it reported them
VANGUARD INTL EQUITY INDEX F A · Common Stock CUSIP — src ↗	$285M	3,796,683
VANGUARD INTL EQUITY INDEX F P · Common Stock CUSIP 922042866 src ↗	$56.2M	574,734
VANGUARD TTL WRLD STK INDX · Common Stock CUSIP — src ↗	$16.3K	118

ticker not yet mapped

$341M

4,371,535

8.2%

—

ISHARES TR CORE MSCI EURO

2 positions · 2 reported rows

Rows WestEnd Advisors, LLC reported for ISHARES TR CORE MSCI EURO, as it reported them
ISHARES TR CORE MSCI EURO · Common Stock CUSIP 46434V738 src ↗	$270M	3,843,829
ISHARES TR TRS FLT RT BD · Common Stock CUSIP 46434V860 src ↗	$6.8K	135

ticker not yet mapped

$270M

3,843,964

6.5%

—

VANGUARD SCOTTSDALE FDS SHRT-T

3 positions · 3 reported rows

Rows WestEnd Advisors, LLC reported for VANGUARD SCOTTSDALE FDS SHRT-T, as it reported them
VANGUARD SCOTTSDALE FDS SHRT-T · Common Stock CUSIP 92206C409 src ↗	$115M	1,456,549
VANGUARD SCOTTSDALE FDS INT-TE · Common Stock CUSIP — src ↗	$59.2M	715,751
VANGUARD SCOTTSDALE FDS LG-TER · Common Stock CUSIP 92206C813 src ↗	$30.9K	413

ticker not yet mapped

$175M

2,172,713

4.2%

—

ISHARES TR LEHMAN 3-7 YR

6 positions · 6 reported rows

Rows WestEnd Advisors, LLC reported for ISHARES TR LEHMAN 3-7 YR, as it reported them
ISHARES TR LEHMAN 3-7 YR · Common Stock CUSIP — src ↗	$143M	1,205,864
ISHARES TR MSCI ACWI INDX · Common Stock CUSIP — src ↗	$9.5M	68,550
ISHARES TR ISHS 5-10YR INVT · Common Stock CUSIP — src ↗	$28.0K	527
ISHARES US BROKER-DEALER ETF · Common Stock CUSIP — src ↗	$23.0K	140
ISHARES TR MBS FIXED BDFD · Common Stock CUSIP — src ↗	$15.6K	164
ISHARES TR LEHMAN CR BD · Common Stock CUSIP — src ↗	$3.2K	62

ticker not yet mapped

$153M

1,275,307

3.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORP · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

$57.2M

327,830

1.4%

—

ISHARES INC EMKTS ASIA IDX

6 positions · 6 reported rows

Rows WestEnd Advisors, LLC reported for ISHARES INC EMKTS ASIA IDX, as it reported them
ISHARES INC EMKTS ASIA IDX · Common Stock CUSIP 464286426 src ↗	$55.3M	577,426
ISHARES INC MSCI CDA INDEX · Common Stock CUSIP 464286509 src ↗	$254K	4,627
ISHARES INC MSCI S KOREA · Common Stock CUSIP 464286772 src ↗	$203K	1,654
ISHARES INC MSCI BRAZIL · Common Stock CUSIP 464286400 src ↗	$69.0K	1,798
ISHARES INC EMRGMKT DIVIDX · Common Stock CUSIP 464286319 src ↗	$5.1K	147
ISHARES INC ASIA PAC30 IDX · Common Stock CUSIP 464286293 src ↗	$2.0K	42

ticker not yet mapped

$55.8M

585,694

1.3%

—

APPLE INC COM · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$47.4M

186,717

1.1%

—

WALMART INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$41.1M

330,306

1.0%

—

CHUBB LIMITED COM · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$40.6M

124,656

1.0%

—

THERMO FISHER SCIENTIFIC INC C · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$40.6M

82,614

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

$40.6M

194,883

1.0%

—

TJX COS INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$40.4M

252,700

1.0%

—

J P MORGAN CHASE AND CO · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$40.1M

136,300

1.0%

—

ALPHABET INC CAP STK CL A

2 positions · 2 reported rows

Rows WestEnd Advisors, LLC reported for ALPHABET INC CAP STK CL A, as it reported them
ALPHABET INC CAP STK CL A · Common Stock CUSIP — src ↗	$39.9M	138,618
ALPHABET INC CAP STK CL C · Common Stock CUSIP — src ↗	$45.9K	160

ticker not yet mapped

$39.9M

138,778

1.0%

—

MASTERCARD INCORPORATED CL A · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$39.8M

79,600

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

$39.8M

107,393

1.0%

—

SALESFORCE INC COM · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$39.3M

210,778

1.0%

—

TEXAS INSTRS INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$39.1M

201,323

0.9%

—

MEDTRONIC PLC SHS · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$38.4M

443,199

0.9%

—

PEPSICO INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$38.3M

246,738

0.9%

—

META PLATFORMS INC CL A · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$37.5M

65,539

0.9%

—

INTUIT · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$35.1M

81,251

0.8%

—

S AND P GLOBAL INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$34.1M

80,122

0.8%

—

T-MOBILE US INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$29.0M

138,158

0.7%

—

REGENERON PHARMACEUTICALS · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$19.8M

25,613

0.5%

—

QUALCOMM INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$16.7M

130,030

0.4%

—

STATE STR SPDR SNP 500 ETF TR · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$16.6M

25,582

0.4%

—

ISHARES TR SNP GRWTH ALL

2 positions · 2 reported rows

Rows WestEnd Advisors, LLC reported for ISHARES TR SNP GRWTH ALL, as it reported them
ISHARES TR SNP GRWTH ALL · Common Stock CUSIP 464289867 src ↗	$5.2M	80,083
ISHARES CORE 40/60 MODERATE · Common Stock CUSIP 464289875 src ↗	$755	16

ticker not yet mapped

$5.2M

80,099

0.1%

—

ISHARES TR MSCI INDIA IDX

2 positions · 2 reported rows

Rows WestEnd Advisors, LLC reported for ISHARES TR MSCI INDIA IDX, as it reported them
ISHARES TR MSCI INDIA IDX · Common Stock CUSIP 46429B598 src ↗	$258K	5,503
ISHARES TR US TREASURY BD · Common Stock CUSIP 46429B267 src ↗	$5.5K	240

ticker not yet mapped

$263K

5,743

0.0%

—

INVESCO DB MLTI SECTR CMMTY BA

2 positions · 2 reported rows

Rows WestEnd Advisors, LLC reported for INVESCO DB MLTI SECTR CMMTY BA, as it reported them
INVESCO DB MLTI SECTR CMMTY BA · Common Stock CUSIP 46140H700 src ↗	$128K	5,456
INVESCO DB MLTI SECTR CMMTY PR · Common Stock CUSIP 46140H502 src ↗	$112K	1,018

ticker not yet mapped

$240K

6,474

0.0%

—

ISHARES INC MSCI TIW ETF NEW · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$230K

3,249

0.0%

—

GLOBAL X FDS GLB X MLP ENRG I · Common Stock CUSIP 37954Y293
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$205K

2,777

0.0%

—

WELLTOWER INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$152K

767

0.0%

—

SPDR INDEX SHS FDS GLB NAT RES · Common Stock CUSIP 78463X541
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$107K

1,434

0.0%

—

WORLD GOLD TR SPDR GLD MINIS · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$87.4K

943

0.0%

—

UNITEDHEALTH GROUP INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$41.4K

153

0.0%

—

ABBVIE INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$30.0K

138

0.0%

—

BERKSHIRE HATHAWAY INC DEL CL · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$28.3K

0.0%

—

BROADCOM INC COM · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$24.1K

0.0%

—

LILLY ELI AND CO · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$20.2K

0.0%

—

COSTCO WHSL CORP · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$18.9K

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

$16.3K

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON AND JOHNSON · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

$15.9K

0.0%

—

PROCTER AND GAMBLE CO · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$14.4K

100

0.0%

—

AMGEN INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$14.4K

0.0%

—

VANGUARD INDEX TR STK MRK VIPE

2 positions · 2 reported rows

Rows WestEnd Advisors, LLC reported for VANGUARD INDEX TR STK MRK VIPE, as it reported them
VANGUARD INDEX TR STK MRK VIPE · Common Stock CUSIP — src ↗	$12.8K	40
VANGUARD LARGE CAP ETF · Common Stock CUSIP — src ↗	$1.2K	4

ticker not yet mapped

$14.0K

0.0%

—

GILEAD SCIENCES INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$13.4K

0.0%

—

NETFLIX COM INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$13.0K

135

0.0%

—

COCA COLA CO · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$12.5K

164

0.0%

—

PHILIP MORRIS INTL INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$10.9K

0.0%

—

BANK OF AMERICA CORPORATION · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$10.8K

222

0.0%

—

TESLA MTRS INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$10.8K

0.0%

—

VANGUARD WHITEHALL FDS INC INT · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$9.8K

104

0.0%

—

GOLDMAN SACHS GROUP INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$9.7K

0.0%

—

VERTEX PHARMACEUTICALS INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$8.5K

0.0%

—

WELLS FARGO AND CO NEW · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$8.3K

104

0.0%

—

NEXTERA ENERGY INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$8.3K

0.0%

—

MERCK N CO INC NEW · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$8.1K

0.0%

—

CITIGROUP INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$6.8K

0.0%

—

VERIZON COMMUNICATIONS · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$6.8K

135

0.0%

—

AT AND T INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$6.6K

229

0.0%

—

MORGAN STANLEY · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$6.4K

0.0%

—

MICRON TECHNOLOGY INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$6.1K

0.0%

—

DISNEY WALT CO · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$5.7K

0.0%

—

AMERICAN EXPRESS CO · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$5.4K

0.0%

—

PALANTIR TECHNOLOGIES INC CL A · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$5.4K

0.0%

—

DANAHER CORP DEL · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$5.3K

0.0%

—

ADVANCED MICRO DEVICES INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$5.3K

0.0%

—

SCHWAB CHARLES CORP NEW · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$5.2K

0.0%

—

CISCO SYS INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$4.9K

0.0%

—

ABBOTT LABS · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$4.8K

0.0%

—

ALTRIA GROUP INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$4.8K

0.0%

—

INTUITIVE SURGICAL INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$4.6K

0.0%

—

SOUTHERN CO · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$4.5K

0.0%

—

LAM RESEARCH CORP COM NEW · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$4.5K

0.0%

—

DUKE ENERGY CORP NEW COM NEW · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$4.5K

0.0%

—

APPLIED MATLS INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$4.4K

0.0%

—

PFIZER INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$4.2K

151

0.0%

—

CONSTELLATION ENERGY CORP · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$4.2K

0.0%

—

ORACLE CORP COM · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$4.0K

0.0%

—

BLACKROCK INC COM · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$3.8K

0.0%

—

CAPITAL ONE FINL CORP · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$3.8K

0.0%

—

PROGRESSIVE CORP OHIO · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$3.8K

0.0%

—

INTERNATIONAL BUSINESS MACHINE · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$3.6K

0.0%

—

CME GROUP INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$3.5K

0.0%

—

COMCAST CORP · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$3.4K

118

0.0%

—

HOME DEPOT INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$3.3K

0.0%

—

BRISTOL MYERS SQUIBB CO · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$3.2K

0.0%

—

INTEL CORP · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$3.2K

0.0%

—

MONDELEZ INTL INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$3.1K

0.0%

—

AMERICAN ELEC PWR INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$3.0K

0.0%

—

STRYKER CORP · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$3.0K

0.0%

—

KLA-TENCOR CORP · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$2.9K

0.0%

—

ISHARES TR MSCI JP VALUE · Common Stock CUSIP 46435U374
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$2.9K

0.0%

—

COLGATE PALMOLIVE CO · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$2.9K

0.0%

—

INTERCONTINENTAL EXCHANGE INC · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$2.8K

0.0%

—

MARSH COM · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$2.8K

0.0%

—

BLACKSTONE INC COM · Common Stock CUSIP —
2026-03-31 filed 2026-04-22 +22d

src ↗

ticker not yet mapped

$2.8K

0.0%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 86.4%above median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 500 bpsabove median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 391 / 391median book 97.5 positions

399 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open WestEnd Advisors, LLC's 13F filings on SEC EDGAR ↗

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 changed or closed since the 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; each record notes its original unit.

Affiliated managers may report the same position, 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.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.