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 ↗

EATON CORP PLC · common stock · Q1 2026 · 34 members disclosed ETN ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,043 holders are listed, largest first: 2,043
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $107B
holders whose share count rose or who opened the position (new + add), by shares: 1,035
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 153

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of ETN ranked by reported value, 1–25 of 2,043 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$10.9B	30,544,170	+1,150,092	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$9.0B	25,246,116	—	NO PRIOR
3	JPMORGAN CHASE & CO	$6.6B	19,300,911	+1,121,714	ADD
4	STATE STREET CORP	$6.1B	16,976,823	+115,502	ADD
5	MORGAN STANLEY	$4.7B	13,111,623	+132,833	ADD
6	BANK OF AMERICA CORP /DE/	$4.3B	12,083,030	+564,256	ADD
7	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.3B	9,185,593	—	NO PRIOR
8	GEODE CAPITAL MANAGEMENT, LLC	$3.2B	8,852,541	+195,677	ADD
9	FMR LLC	$3.0B	8,442,254	−463,283	TRIM
10	WELLINGTON MANAGEMENT GROUP LLP	$2.0B	5,706,699	+3,870,604	ADD
11	RAYMOND JAMES FINANCIAL INC	$2.0B	5,515,091	+182,105	ADD
12	Janus Henderson Group Ltd.	$1.8B	5,092,361	+43,222	ADD
13	UBS Group AG	$1.7B	4,855,173	+962,272	ADD
14	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.7B	4,688,364	−814,649	TRIM
15	COATUE MANAGEMENT LLC	$1.7B	4,748,498	+27,275	ADD
16	Nuveen, LLC	$1.7B	4,622,834	−376,613	TRIM
17	NORTHERN TRUST CORP	$1.6B	4,380,146	−79,615	TRIM
18	Invesco Ltd.	$1.5B	4,247,895	+490,939	ADD
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.4B	3,897,640	+829,034	ADD
20	Clearbridge Investments, LLC	$1.1B	3,168,655	−73,628	TRIM
21	WELLS FARGO & COMPANY/MN	$1.1B	3,083,025	−146,942	TRIM
22	ALLIANCEBERNSTEIN L.P.	$1.1B	3,327,403	+384,931	ADD
23	AMERIPRISE FINANCIAL INC	$1.0B	2,880,348	+620,610	ADD
24	Bank of New York Mellon Corp	$954M	2,667,009	−70,993	TRIM
25	Legal & General Group Plc	$842M	2,355,307	−76,482	TRIM

Show the top 500 of 2,043 holders

13F holders of ETN ranked by reported value, 26–500 of 2,043 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$839M	2,344,740	+57,541	ADD
27	FIRST TRUST ADVISORS LP	$822M	2,296,924	+641,124	ADD
28	DEUTSCHE BANK AG\	$798M	2,232,218	−29,330	TRIM
29	VANGUARD FIDUCIARY TRUST CO	$782M	2,186,658	—	NO PRIOR
30	ROYAL BANK OF CANADA	$776M	2,169,614	−219,475	TRIM
31	Amundi	$637M	1,780,318	−275,441	TRIM
32	Neuberger Berman Group LLC	$535M	1,496,635	+28,023	ADD
33	ENVESTNET ASSET MANAGEMENT INC	$532M	1,486,552	+280,899	ADD
34	STIFEL FINANCIAL CORP	$516M	1,443,704	+24,164	ADD
35	Sumitomo Mitsui Trust Group, Inc.	$473M	1,321,497	−42,193	TRIM
36	DIMENSIONAL FUND ADVISORS LP	$451M	1,260,926	+18,073	ADD
37	FRANKLIN RESOURCES INC	$440M	1,231,562	−438,520	TRIM
38	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$431M	1,205,583	+344,353	ADD
39	Pictet Asset Management Holding SA	$429M	1,199,271	−180,483	TRIM
40	VICTORY CAPITAL MANAGEMENT INC	$426M	1,192,322	+680,908	ADD
41	SCHRODER INVESTMENT MANAGEMENT GROUP	$410M	1,192,472	+551,567	ADD
42	Swiss National Bank	$408M	1,139,840	+73,320	ADD
43	1832 Asset Management L.P.	$381M	1,066,609	−203,847	TRIM
44	CIBC Bancorp USA Inc.	$332M	928,975	—	NO PRIOR
45	Mitsubishi UFJ Asset Management Co., Ltd.	$314M	878,277	+59,841	ADD
46	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$310M	867,133	+88,139	ADD
47	Vanguard Global Advisers, LLC	$303M	847,987	—	NO PRIOR
48	National Pension Service	$299M	835,295	+835,295	NEW
49	BARCLAYS PLC	$289M	809,376	−27,866	TRIM
50	HSBC HOLDINGS PLC	$279M	780,006	+295,762	ADD
51	Swedbank AB	$276M	771,407	+33,923	ADD
52	LPL Financial LLC	$263M	734,953	+8,069	ADD
53	BAHL & GAYNOR INC	$257M	717,417	−115,341	TRIM
54	TRUIST FINANCIAL CORP	$247M	690,956	+102,054	ADD
55	TD ASSET MANAGEMENT INC	$245M	684,826	+3,965	ADD
56	VANGUARD ASSET MANAGEMENT, Ltd	$225M	628,665	—	NO PRIOR
57	BAILLIE GIFFORD & CO	$221M	617,366	−56,474	TRIM
58	BNP Paribas Asset Management Holding S.A.	$216M	604,351	−427,009	TRIM
59	CANADA PENSION PLAN INVESTMENT BOARD	$216M	603,248	+84,580	ADD
60	Guinness Asset Management LTD	$214M	599,911	−35,951	TRIM
61	Aberdeen Group plc	$213M	594,367	+109,719	ADD
62	PRINCIPAL FINANCIAL GROUP INC	$212M	592,452	+31,791	ADD
63	Bank Julius Baer & Co. Ltd, Zurich	$212M	596,945	+60,222	ADD
64	LAZARD ASSET MANAGEMENT LLC	$199M	555,969	+19,187	ADD
65	VOYA INVESTMENT MANAGEMENT LLC	$198M	554,976	+244,536	ADD
66	Artisan Partners Limited Partnership	$198M	553,010	−364,645	TRIM
67	NEW YORK STATE COMMON RETIREMENT FUND	$188M	525,067	+2,200	ADD
68	PUBLIC SECTOR PENSION INVESTMENT BOARD	$188M	524,798	+474,440	ADD
69	CONGRESS ASSET MANAGEMENT CO	$180M	503,728	−4,402	TRIM
70	BANK OF MONTREAL /CAN/	$177M	496,007	−13,286	TRIM
71	HighTower Advisors, LLC	$176M	491,632	−62,088	TRIM
72	CITIGROUP INC	$173M	484,516	+51,290	ADD
73	FIFTH THIRD BANCORP	$172M	480,874	−6,991	TRIM
74	Baird Financial Group, Inc.	$167M	467,195	+467,195	NEW
75	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$164M	459,531	+10,530	ADD
76	MACKENZIE FINANCIAL CORP	$163M	456,961	+269,183	ADD
77	Zurcher Kantonalbank (Zurich Cantonalbank)	$163M	456,025	+456,025	NEW
78	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$162M	453,929	+332,996	ADD
79	OMERS ADMINISTRATION Corp	$157M	438,456	+8,795	ADD
80	US BANCORP \DE\	$156M	437,010	+45,819	ADD
81	Tidal Investments LLC	$155M	434,753	+115,470	ADD
82	Allspring Global Investments Holdings, LLC	$146M	399,604	+70,863	ADD
83	Corient Private Wealth LLC	$146M	411,332	−448,487	TRIM
84	Universal- Beteiligungs- und Servicegesellschaft mbH	$141M	394,816	−419	TRIM
85	Mariner, LLC	$136M	379,801	+4,814	ADD
86	AQR CAPITAL MANAGEMENT LLC	$133M	376,870	−6,508	TRIM
87	Man Group plc	$132M	368,118	−548,007	TRIM
88	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	$130M	363,880	−4,465	TRIM
89	AMF Tjanstepension AB	$129M	359,646	+359,646	NEW
90	AVIVA PLC	$128M	357,135	+9,604	ADD
91	Haverford Trust Co	$127M	356,000	−1,144	TRIM
92	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$123M	343,518	−2,741	TRIM
93	Munro Partners	$118M	328,527	+51,985	ADD
94	AGF MANAGEMENT LTD	$116M	324,802	−61,478	TRIM
95	ADAGE CAPITAL PARTNERS GP, L.L.C.	$115M	322,898	+7,828	ADD
96	CREDIT AGRICOLE S A	$114M	318,204	−60,319	TRIM
97	AMERICAN CENTURY COMPANIES INC	$110M	306,686	−10,228	TRIM
98	PFA Pension, Forsikringsaktieselskab	$109M	305,393	+305,393	NEW
99	KING LUTHER CAPITAL MANAGEMENT CORP	$103M	287,126	+67,142	ADD
100	OSAIC HOLDINGS, INC.	$103M	286,501	+21,710	ADD
101	Rockefeller Capital Management L.P.	$102M	286,072	+30,161	ADD
102	Groupe la Francaise	$100M	283,985	+22,463	ADD
103	Nan Shan Life Insurance Co., Ltd.	$98.4M	275,247	+275,247	NEW
104	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$98.2M	273,391	−190,917	TRIM
105	SEI INVESTMENTS CO	$96.8M	270,754	−69,364	TRIM
106	Korea Investment CORP	$88.8M	248,359	−11,765	TRIM
107	Creative Planning	$87.7M	245,301	+27,522	ADD
108	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$87.4M	244,334	+224,261	ADD
109	Cetera Investment Advisers	$87.3M	243,977	+4,635	ADD
110	ONTARIO TEACHERS PENSION PLAN BOARD	$84.4M	235,970	+235,970	NEW
111	Quantinno Capital Management LP	$84.3M	235,668	+49,650	ADD
112	KEYBANK NATIONAL ASSOCIATION/OH	$82.8M	231,566	−1,913	TRIM
113	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$81.3M	227,294	−248,060	TRIM
114	HOMESTEAD ADVISERS CORP	$81.0M	227,814	−2,500	TRIM
115	Fisher Asset Management, LLC	$80.5M	225,195	+6,743	ADD
116	CI INVESTMENTS INC.	$79.9M	223,495	+32,088	ADD
117	COMMONWEALTH EQUITY SERVICES, LLC	$77.0M	215,248	−4,332	TRIM
118	DANSKE BANK A/S	$76.9M	214,902	+2,987	ADD
119	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$75.3M	210,460	+28,744	ADD
120	FIRST FINANCIAL BANKSHARES INC	$75.1M	210,038	−43,747	TRIM
121	Midwest Trust Co	$74.5M	208,285	+3,394	ADD
122	STATE OF WISCONSIN INVESTMENT BOARD	$74.4M	207,994	+6,278	ADD
123	ROYAL LONDON ASSET MANAGEMENT LTD	$74.3M	207,704	−390	TRIM
124	Migdal Insurance & Financial Holdings Ltd.	$74.0M	207,000	+207,000	NEW
125	Ensign Peak Advisors, Inc	$73.5M	205,518	+108,211	ADD
126	Covalis Capital LLP	$72.7M	203,223	+117,697	ADD
127	APG Asset Management N.V.	$72.0M	231,939	+4,809	ADD
128	KLP KAPITALFORVALTNING AS	$71.9M	201,109	+5,080	ADD
129	SATURNA CAPITAL CORP	$71.9M	201,103	+201,103	NEW
130	Federation des caisses Desjardins du Quebec	$71.8M	200,713	+9,233	ADD
131	Eurizon Capital SGR S.p.A.	$70.9M	199,191	+199,191	NEW
132	Mitsubishi UFJ Trust & Banking Corp	$69.0M	192,948	−21,869	TRIM
133	Chevy Chase Trust Holdings, LLC	$68.7M	192,116	−5,534	TRIM
134	Carnegie Investment Counsel	$68.7M	192,112	−223	TRIM
135	Banque Transatlantique SA	$67.9M	187,993	+102,094	ADD
136	COMMERCE BANK	$67.5M	188,827	+1,882	ADD
137	Kestra Advisory Services, LLC	$67.2M	187,776	+16,400	ADD
138	DAVIS R M INC	$65.7M	183,775	−376	TRIM
139	Ancora Advisors LLC	$65.3M	182,670	−9,157	TRIM
140	NICHOLAS COMPANY, INC.	$64.8M	181,180	+24,955	ADD
141	Vanguard Investments Australia, Ltd.	$64.7M	180,891	—	NO PRIOR
142	TD Waterhouse Canada Inc.	$64.6M	177,166	+77,505	ADD
143	EASTERN BANK	$63.5M	177,542	−7,916	TRIM
144	Cerity Partners LLC	$63.1M	176,399	+3,772	ADD
145	J. Stern & Co. LLP	$61.4M	171,546	−58,859,505	TRIM
146	BANQUE PICTET & CIE SA	$60.9M	170,129	−7,054	TRIM
147	Asset Management One Co., Ltd.	$60.3M	168,605	−417	TRIM
148	Focus Partners Wealth	$59.6M	166,230	+9,065	ADD
149	Bank Pictet & Cie (Europe) AG	$59.4M	166,101	−10,343	TRIM
150	Steward Partners Investment Advisory, LLC	$59.2M	165,592	+48,290	ADD
151	Cartenna Capital, LP	$59.0M	165,000	+165,000	NEW
152	&PARTNERS	$58.9M	164,760	+17,747	ADD
153	Sequoia Financial Advisors, LLC	$58.8M	164,316	+2,558	ADD
154	Danica Pension, Livsforsikringsaktieselskab	$58.6M	163,889	−198,567	TRIM
155	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$58.4M	163,408	−2,287	TRIM
156	ARGENT CAPITAL MANAGEMENT LLC	$58.3M	162,990	+40,985	ADD
157	Americana Partners, LLC	$57.0M	159,359	+6,152	ADD
158	Interval Partners, LP	$55.9M	156,253	+156,253	NEW
159	Lansforsakringar Fondforvaltning AB (publ)	$53.7M	150,193	+11,460	ADD
160	MML INVESTORS SERVICES, LLC	$52.6M	147,025	+5,040	ADD
161	NewEdge Advisors, LLC	$51.3M	143,355	+143,355	NEW
162	MERCER GLOBAL ADVISORS INC /ADV	$51.1M	144,356	+7,158	ADD
163	Calamos Advisors LLC	$50.7M	141,701	+26,831	ADD
164	FACTORY MUTUAL INSURANCE CO	$50.1M	140,119	+850	ADD
165	Tredje AP-fonden	$49.7M	138,954	−188,559	TRIM
166	D. E. Shaw & Co., Inc.	$49.6M	138,726	−404,921	TRIM
167	Sterling Capital Management LLC	$49.2M	137,437	+136,681	ADD
168	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$49.1M	137,337	+1,160	ADD
169	NISA INVESTMENT ADVISORS, LLC	$48.9M	136,852	−1,055	TRIM
170	DELTA ASSET MANAGEMENT LLC/TN	$48.9M	136,779	−2,434	TRIM
171	CITIZENS FINANCIAL GROUP INC/RI	$48.6M	135,763	−14,366	TRIM
172	NOMURA ASSET MANAGEMENT CO LTD	$48.5M	135,685	+1,799	ADD
173	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$48.2M	134,825	+50,000	ADD
174	State of New Jersey Common Pension Fund D	$48.0M	134,192	0	NO CHANGE
175	NATIONAL BANK OF CANADA /FI/	$47.6M	133,137	−516,143	TRIM
176	MAI Capital Management	$46.6M	130,234	−138	TRIM
177	Connor, Clark & Lunn Investment Management Ltd.	$46.4M	129,847	−261,980	TRIM
178	LANSDOWNE PARTNERS (UK) LLP	$46.4M	129,625	+19,670	ADD
179	Mirae Asset Global Investments Co., Ltd.	$45.6M	127,549	+15,746	ADD
180	DnB Asset Management AS	$45.6M	127,419	+14,738	ADD
181	GATEWAY INVESTMENT ADVISERS LLC	$45.1M	126,074	+1,451	ADD
182	PINNACLE ASSOCIATES LTD	$44.5M	124,522	−358	TRIM
183	Allianz Asset Management GmbH	$43.8M	122,382	+52,524	ADD
184	Pinnacle Financial Partners, Inc.	$42.9M	120,050	−2,742	TRIM
185	REGIONS FINANCIAL CORP	$42.8M	119,597	−108,854	TRIM
186	CITADEL ADVISORS LLC	$40.2M	112,279	−346,348	TRIM
187	UMB Bank, n.a.	$40.1M	112,214	−1,207	TRIM
188	Gradient Investments LLC	$39.5M	110,546	−8,783	TRIM
189	Lido Advisors, LLC	$39.2M	109,718	−42,681	TRIM
190	Epoch Investment Partners, Inc.	$38.9M	108,635	−2,566	TRIM
191	Port Capital LLC	$38.4M	107,453	+21,144	ADD
192	CIBC Asset Management Inc	$38.3M	107,124	+5,808	ADD
193	Arizona State Retirement System	$38.1M	106,417	−3,617	TRIM
194	Czech National Bank	$37.8M	105,779	+3,363	ADD
195	ALTA CAPITAL MANAGEMENT LLC/	$37.5M	104,891	+23,468	ADD
196	Cumberland Partners Ltd	$37.5M	104,875	−10,273	TRIM
197	Advisors Capital Management, LLC	$37.2M	103,990	−1,096	TRIM
198	MEYER HANDELMAN CO	$37.1M	103,759	−660	TRIM
199	STATE OF MICHIGAN RETIREMENT SYSTEM	$36.3M	101,456	−200	TRIM
200	TRILLIUM ASSET MANAGEMENT, LLC	$36.2M	149,145	+45,547	ADD
201	Resona Asset Management Co.,Ltd.	$36.2M	101,140	+1,055	ADD
202	CLOUGH CAPITAL PARTNERS L P	$35.9M	100,255	+59,825	ADD
203	Sumitomo Mitsui DS Asset Management Company, Ltd	$35.5M	99,372	+1,384	ADD
204	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$35.0M	97,984	+18,711	ADD
205	Allworth Financial LP	$34.5M	96,429	+2,586	ADD
206	Daiwa Securities Group Inc.	$34.0M	95,114	−13,932	TRIM
207	SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	$34.0M	95,000	+95,000	NEW
208	Clearstead Advisors, LLC	$33.2M	92,720	+42,263	ADD
209	Sanctuary Advisors, LLC	$32.9M	92,038	+3,320	ADD
210	FLPUTNAM INVESTMENT MANAGEMENT CO	$32.8M	91,823	−9,705	TRIM
211	LBP AM SA	$32.7M	91,452	−18,466	TRIM
212	FOSTER DYKEMA CABOT & PARTNERS, LLC	$32.7M	91,438	−622	TRIM
213	FEDERATED HERMES, INC.	$32.5M	90,949	−43,621	TRIM
214	MetLife Investment Management, LLC	$32.5M	90,812	−2,354	TRIM
215	MILLENNIUM MANAGEMENT LLC	$32.4M	90,556	−248,325	TRIM
216	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$32.4M	90,475	+131	ADD
217	Zurich Insurance Group Ltd/FI	$32.2M	89,928	+89,928	NEW
218	Clean Energy Transition LLP	$31.7M	88,514	+88,514	NEW
219	KLINGENSTEIN FIELDS & CO LP	$31.4M	87,883	−2,099	TRIM
220	TEACHER RETIREMENT SYSTEM OF TEXAS	$31.1M	87,071	+17,036	ADD
221	Granite Investment Partners, LLC	$30.8M	86,199	−4,243	TRIM
222	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$30.7M	85,799	+4,021	ADD
223	Robeco Institutional Asset Management B.V.	$30.6M	85,661	−541	TRIM
224	National Mutual Insurance Federation of Agricultural Cooperatives	$30.2M	84,300	0	NO CHANGE
225	Retirement Systems of Alabama	$29.5M	82,481	−145	TRIM
226	DAVIDSON INVESTMENT ADVISORS	$29.4M	82,133	−933	TRIM
227	CWM, LLC	$29.1M	81,269	+6,290	ADD
228	QRG CAPITAL MANAGEMENT, INC.	$29.1M	81,240	+29,770	ADD
229	BLAIR WILLIAM & CO/IL	$28.8M	80,604	−3,004	TRIM
230	Varma Mutual Pension Insurance Co	$28.4M	79,475	0	NO CHANGE
231	ASSOCIATED BANC-CORP	$27.9M	78,123	−3,312	TRIM
232	GODSEY & GIBB, INC	$27.8M	77,638	+414	ADD
233	EDMOND DE ROTHSCHILD HOLDING S.A.	$27.8M	77,610	+1,438	ADD
234	AVITY INVESTMENT MANAGEMENT INC.	$27.6M	77,165	+9,770	ADD
235	Willis Investment Counsel	$27.6M	77,073	0	NO CHANGE
236	ARS Investment Partners, LLC	$27.5M	76,978	+30,194	ADD
237	Vanguard Personalized Indexing Management, LLC	$27.2M	76,169	+3,750	ADD
238	Woodline Partners LP	$27.2M	76,075	+56,545	ADD
239	M&T BANK CORP	$27.2M	76,058	−3,878	TRIM
240	WESTWOOD HOLDINGS GROUP INC	$26.9M	75,197	−2,779	TRIM
241	Troluce Capital Advisors LLC	$26.8M	75,000	+75,000	NEW
242	OPPENHEIMER & CO INC	$26.7M	74,624	−663	TRIM
243	Pathstone Holdings, LLC	$26.6M	74,272	−141	TRIM
244	Susquehanna Portfolio Strategies, LLC	$26.5M	74,119	−4,185	TRIM
245	Atlantic Union Bankshares Corp	$26.4M	73,680	+5,188	ADD
246	Blue Chip Partners, LLC	$26.1M	73,030	+4,018	ADD
247	Empowered Funds, LLC	$25.9M	72,340	+13,522	ADD
248	Gotham Asset Management, LLC	$25.9M	72,339	+6,905	ADD
249	XPONANCE LLC	$25.5M	71,430	+6,976	ADD
250	DONALDSON CAPITAL MANAGEMENT, LLC	$25.5M	71,252	−221	TRIM
251	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$24.7M	69,104	+69,104	NEW
252	Bragg Financial Advisors, Inc	$24.6M	68,848	+734	ADD
253	Chicago Capital, LLC	$23.9M	66,769	−2,289	TRIM
254	EXENCIAL WEALTH ADVISORS, LLC	$23.7M	66,373	+13,965	ADD
255	DAVENPORT & Co LLC	$23.5M	66,048	+16,648	ADD
256	Envestnet Portfolio Solutions, Inc.	$23.5M	65,659	−20,676	TRIM
257	Fullerton Fund Management Co Ltd.	$23.3M	65,026	+65,026	NEW
258	MOODY LYNN LIEBERSON & WALKER, LLC	$23.2M	64,794	−16,314	TRIM
259	Utah Retirement Systems	$22.8M	63,691	−1,058	TRIM
260	USS Investment Management Ltd	$22.5M	62,818	+2,926	ADD
261	ADELL HARRIMAN & CARPENTER INC	$22.2M	62,138	+2,800	ADD
262	OPPENHEIMER ASSET MANAGEMENT INC.	$22.2M	62,002	+4,173	ADD
263	CCM INVESTMENT ADVISERS LLC	$21.7M	60,736	−811	TRIM
264	BECKER CAPITAL MANAGEMENT INC	$21.6M	60,377	−2,054	TRIM
265	Suncoast Equity Management	$21.6M	60,342	−8,001	TRIM
266	SCOPUS ASSET MANAGEMENT, L.P.	$21.3M	59,554	+51,003	ADD
267	Defiance ETFs, LLC	$21.2M	59,389	+59,389	NEW
268	GRIMES & Co WEALTH MANAGEMENT, LLC	$21.1M	59,076	+166	ADD
269	STEPHENS INC /AR/	$21.1M	58,470	+3,399	ADD
270	Wealthfront Advisers LLC	$20.7M	57,916	+3,686	ADD
271	ProShare Advisors LLC	$20.7M	57,818	−15,738	TRIM
272	Vontobel Holding Ltd.	$20.7M	57,793	+9,329	ADD
273	BEACON INVESTMENT ADVISORY SERVICES, INC.	$20.6M	57,537	+741	ADD
274	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$20.6M	57,465	−68,423	TRIM
275	BAILARD, INC.	$20.5M	57,306	+463	ADD
276	RWA WEALTH PARTNERS, LLC	$20.2M	59,564	+719	ADD
277	NEOS Investment Management LLC	$19.9M	55,553	−36,674	TRIM
278	PITTENGER & ANDERSON INC	$19.8M	55,485	−391	TRIM
279	SCOTIA CAPITAL INC.	$19.7M	55,025	+7,107	ADD
280	Van Hulzen Asset Management, LLC	$19.5M	54,448	−1,733	TRIM
281	Moran Wealth Management, LLC	$19.5M	54,428	−6,953	TRIM
282	FIRST CITIZENS BANK & TRUST CO	$19.3M	54,016	−455	TRIM
283	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$19.1M	53,529	−15,551	TRIM
284	First Nebraska Trust Co	$18.8M	52,537	—	NO PRIOR
285	FIRST NATIONAL BANK OF OMAHA	$18.7M	53,259	+1,067	ADD
286	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$18.5M	51,862	+51,862	NEW
287	MGO ONE SEVEN LLC	$18.5M	51,834	+4,491	ADD
288	CONNORS INVESTOR SERVICES INC	$18.3M	51,061	+401	ADD
289	Private Advisor Group, LLC	$18.1M	50,640	+6,109	ADD
290	CIBC WORLD MARKET INC.	$17.9M	50,006	−15,751	TRIM
291	Goelzer Investment Management, Inc.	$17.8M	49,807	+350	ADD
292	Cornerstone Advisors, LLC	$17.8M	49,659	+8,859	ADD
293	Regents Gate Capital LLP	$17.4M	48,779	+2,858	ADD
294	ASSETMARK, INC	$17.4M	48,695	+663	ADD
295	LOWE BROCKENBROUGH & CO INC	$17.4M	48,666	−49	TRIM
296	ASR Vermogensbeheer N.V.	$17.3M	48,504	+823	ADD
297	Moors & Cabot, Inc.	$17.3M	48,400	+1,141	ADD
298	World Investment Advisors	$17.3M	48,329	−63	TRIM
299	FRANKLIN STREET ADVISORS INC /NC	$17.2M	48,011	−32,863	TRIM
300	BOURGEON CAPITAL MANAGEMENT LLC	$16.9M	47,224	+201	ADD
301	Ethic Inc.	$16.4M	45,837	+3,499	ADD
302	Alley Investment Management Company, LLC	$16.4M	45,735	+3,542	ADD
303	Badgley Phelps Wealth Managers, LLC	$16.1M	45,001	+1,146	ADD
304	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$15.9M	44,509	+34	ADD
305	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$15.7M	43,773	−487	TRIM
306	Vantage Investment Partners, LLC	$15.5M	43,465	+43,465	NEW
307	BRADLEY FOSTER & SARGENT INC/CT	$15.5M	43,366	+8,070	ADD
308	MACQUARIE GROUP LTD	$15.0M	42,067	−1,850	TRIM
309	IMC-Chicago, LLC	$15.0M	41,940	+24,052	ADD
310	Stratos Wealth Partners, LTD.	$14.9M	41,778	−831	TRIM
311	BROWN ADVISORY INC	$14.8M	41,323	−612	TRIM
312	Running Oak Capital LLC	$14.7M	41,218	−3,127	TRIM
313	Atria Investments, Inc	$14.7M	41,153	−7,190	TRIM
314	Vinva Investment Management Ltd	$14.7M	42,653	+1,828	ADD
315	IFM Investors Pty Ltd	$14.6M	40,783	+2,587	ADD
316	FORBES J M & CO LLP	$14.5M	40,570	+427	ADD
317	Oasis Advisors, LLC	$14.5M	40,469	—	NO PRIOR
318	Generate Investment Management Ltd	$14.4M	40,378	−16,056	TRIM
319	Nordwand Advisors, LLC	$14.4M	40,230	+545	ADD
320	Aptus Capital Advisors, LLC	$14.4M	40,123	−25,314	TRIM
321	Concurrent Investment Advisors, LLC	$14.3M	40,098	−1,648	TRIM
322	PALISADE CAPITAL MANAGEMENT, LP	$14.3M	40,002	+2,452	ADD
323	Snowden Capital Advisors LLC	$14.2M	39,681	+793	ADD
324	EagleClaw Capital Managment, LLC	$14.1M	39,308	−2,500	TRIM
325	Orion Porfolio Solutions, LLC	$14.0M	39,212	−2,388	TRIM
326	YOUSIF CAPITAL MANAGEMENT, LLC	$13.8M	38,573	−2,002	TRIM
327	Waverly Advisors, LLC	$13.6M	38,154	+1,967	ADD
328	Aware Super Pty Ltd as trustee of Aware Super	$13.6M	38,004	—	NO PRIOR
329	TOWER BRIDGE ADVISORS	$13.5M	37,865	+37,865	NEW
330	Raub Brock Capital Management LP	$13.5M	37,654	+12,361	ADD
331	MCDONALD PARTNERS LLC	$13.5M	37,648	+565	ADD
332	Brookstone Capital Management	$13.5M	37,615	+14,066	ADD
333	River Wealth Advisors LLC	$13.3M	37,314	+759	ADD
334	TWO SIGMA INVESTMENTS, LP	$13.3M	37,160	−554,766	TRIM
335	Two Point Capital Management, Inc.	$13.2M	36,860	−640	TRIM
336	MidFirst Bank	$13.1M	36,691	−447	TRIM
337	Merit Financial Group, LLC	$13.1M	36,674	+4,275	ADD
338	Eliot Finkel Investment Counsel, LLC	$13.1M	36,619	−75	TRIM
339	Vident Advisory, LLC	$13.0M	36,387	+4,364	ADD
340	Andra AP-fonden	$13.0M	36,278	+12,656	ADD
341	DAYMARK WEALTH PARTNERS, LLC	$13.0M	36,261	+7,269	ADD
342	ABN AMRO Bank N.V.	$12.9M	36,441	+1,167	ADD
343	EP Wealth Advisors, LLC	$12.9M	36,022	−1,410	TRIM
344	one8zero8, LLC	$12.8M	35,790	−900	TRIM
345	HM PAYSON & CO	$12.7M	35,508	+11,619	ADD
346	Northwest & Ethical Investments L.P.	$12.6M	35,355	+8,534	ADD
347	Elo Mutual Pension Insurance Co	$12.4M	34,691	−9,680	TRIM
348	Prospera Financial Services Inc	$12.3M	34,510	−5,296	TRIM
349	Baker Avenue Asset Management, LP	$12.0M	33,488	−14,038	TRIM
350	SALEM INVESTMENT COUNSELORS INC	$11.9M	33,301	+830	ADD
351	United Asset Strategies, Inc.	$11.8M	32,971	−7,580	TRIM
352	Clear Trail Advisors, LLC	$11.7M	32,820	−1,605	TRIM
353	Cornerstone Wealth Group, LLC	$11.6M	28,251	+417	ADD
354	MOTCO	$11.5M	32,158	+750	ADD
355	Pegasus Asset Management, Inc.	$11.4M	31,982	+338	ADD
356	F/m Investments LLC	$11.4M	31,920	−22,289	TRIM
357	SPRING CAPITAL MANAGEMENT, LLC	$11.4M	31,785	−1,174	TRIM
358	Vestmark Advisory Solutions, Inc.	$11.4M	31,748	+6,276	ADD
359	Annex Advisory Services, LLC	$11.3M	31,700	+224	ADD
360	MANAGED ASSET PORTFOLIOS, LLC	$11.3M	31,614	+165	ADD
361	Generali Asset Management SPA SGR	$11.3M	31,534	+2,898	ADD
362	Haverford Financial Services, Inc.	$11.3M	31,474	−92	TRIM
363	Calamos Wealth Management LLC	$11.1M	31,119	+30,301	ADD
364	SIRIOS CAPITAL MANAGEMENT L P	$11.1M	30,998	+2,975	ADD
365	Lombard Odier Asset Management (Europe) Ltd	$11.1M	30,978	+13,782	ADD
366	Teamwork Financial Advisors, LLC	$11.1M	30,944	−5,047	TRIM
367	LMCG INVESTMENTS, LLC	$11.0M	30,876	−1,681	TRIM
368	ALERUS FINANCIAL NA	$11.0M	30,676	−5,242	TRIM
369	L & S Advisors Inc	$10.8M	30,075	+1,190	ADD
370	HB Wealth Management, LLC	$10.7M	29,897	+2,024	ADD
371	FIDUCIARY TRUST CO	$10.6M	29,559	+623	ADD
372	Investment Management Corp of Ontario	$10.6M	29,547	−7,120	TRIM
373	Community Financial Services Group, LLC	$10.5M	28,766	+28,766	NEW
374	Hamilton Point Investment Advisors, LLC	$10.5M	29,387	−296	TRIM
375	D.A. DAVIDSON & CO.	$10.4M	29,016	+3,126	ADD
376	CARRET ASSET MANAGEMENT, LLC	$10.3M	28,908	+240	ADD
377	Cornerstone Capital, Inc.	$10.1M	28,294	0	NO CHANGE
378	Greenfield Seitz Capital Management, LLC	$10.1M	28,231	−384	TRIM
379	SMA Capital LLC	$10.1M	28,200	+28,200	NEW
380	Empire Life Investments Inc.	$10.0M	27,222	+27,222	NEW
381	HARRELL INVESTMENT PARTNERS, LLC	$9.9M	27,753	−951	TRIM
382	OpenArc Corporate Advisory, LLC	$9.9M	27,664	+1,092	ADD
383	SummitTX Capital, L.P.	$9.8M	27,299	+27,299	NEW
384	Oak Harvest Investment Services	$9.7M	27,244	+3,429	ADD
385	SVB WEALTH LLC	$9.7M	27,166	−2,077	TRIM
386	AE Wealth Management LLC	$9.6M	26,849	+6,352	ADD
387	Glenview Trust Co	$9.5M	26,685	+1,603	ADD
388	MIDDLETON & CO INC/MA	$9.5M	26,526	+2,759	ADD
389	Citizens National Bank Trust Department	$9.5M	26,447	−181	TRIM
390	NORTHSTAR ASSET MANAGEMENT INC	$9.4M	26,413	−9,473	TRIM
391	Parcion Private Wealth LLC	$9.4M	26,379	−3,347	TRIM
392	Cyndeo Wealth Partners, LLC	$9.4M	26,291	+18,208	ADD
393	DNCA FINANCE	$9.4M	26,236	+26,236	NEW
394	NIXON PEABODY TRUST CO	$9.4M	26,142	+2,717	ADD
395	Rafferty Asset Management, LLC	$9.3M	26,007	−9,638	TRIM
396	BRIDGES INVESTMENT MANAGEMENT INC	$9.3M	26,004	−279	TRIM
397	Westhampton Capital, LLC	$9.3M	25,962	−77	TRIM
398	BOOTHBAY FUND MANAGEMENT, LLC	$9.3M	25,892	+24,550	ADD
399	Equitable Holdings, Inc.	$9.3M	26,926	+20,877	ADD
400	Freestone Capital Holdings, LLC	$9.2M	25,847	+1,611	ADD
401	BTC Capital Management, Inc.	$9.2M	25,826	+568	ADD
402	Callahan Advisors, LLC	$9.2M	25,811	−397	TRIM
403	Laird Norton Wetherby Trust Company, LLC	$9.2M	25,713	−723	TRIM
404	Ashton Thomas Private Wealth, LLC	$9.2M	25,624	−2,122	TRIM
405	NewEdge Wealth, LLC	$9.1M	25,319	−4,074	TRIM
406	Meridian Wealth Advisors, LLC	$9.0M	25,080	−883	TRIM
407	Evelyn Partners Investment Management LLP	$9.0M	25,058	−929	TRIM
408	EFG International AG	$9.0M	25,037	+2,230	ADD
409	Foster Victor Wealth Advisors, LLC	$8.9M	22,251	+22,251	NEW
410	Cresset Asset Management, LLC	$8.9M	24,958	+2,082	ADD
411	BOYD WATTERSON ASSET MANAGEMENT LLC/OH	$8.9M	24,880	−1,245	TRIM
412	Jain Global LLC	$8.8M	24,471	+24,471	NEW
413	ATALANTA SOSNOFF CAPITAL, LLC	$8.7M	24,395	−13,951	TRIM
414	Concord Investment Counsel Inc.	$8.7M	24,387	−288	TRIM
415	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$8.7M	24,349	+2,004	ADD
416	Taikang Asset Management (Hong Kong) Co Ltd	$8.7M	24,293	+24,293	NEW
417	CHOREO, LLC	$8.6M	24,002	+1,348	ADD
418	MOSELEY INVESTMENT MANAGEMENT INC	$8.6M	23,925	−31	TRIM
419	JANE STREET GROUP, LLC	$8.5M	23,824	−586,981	TRIM
420	GUGGENHEIM CAPITAL LLC	$8.5M	23,690	−9,348	TRIM
421	Shellback Capital, LP	$8.5M	23,652	+23,652	NEW
422	Summit Financial Wealth Advisors, LLC	$8.5M	23,632	+1,158	ADD
423	MMBG INVESTMENT ADVISORS CO.	$8.4M	23,567	0	NO CHANGE
424	MIZUHO SECURITIES USA LLC	$8.4M	23,480	−4,801	TRIM
425	Osmosis Investment Management UK Ltd	$8.3M	23,142	−4,170	TRIM
426	FIRST MANHATTAN CO. LLC.	$8.3M	23,125	−2,951	TRIM
427	Advisors Asset Management, Inc.	$8.2M	22,897	−8,886	TRIM
428	Beacon Pointe Advisors, LLC	$8.0M	22,470	+6,717	ADD
429	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$8.0M	22,408	+139	ADD
430	PARSONS CAPITAL MANAGEMENT INC/RI	$8.0M	22,383	+8,676	ADD
431	WESPAC Advisors SoCal, LLC	$8.0M	22,347	+2,522	ADD
432	SEGALL BRYANT & HAMILL, LLC	$8.0M	22,328	+1,207	ADD
433	Reliant Investment Management, LLC	$8.0M	22,235	+105	ADD
434	Trifecta Capital Advisors, LLC	$7.9M	22,156	+396	ADD
435	HARTFORD INVESTMENT MANAGEMENT CO	$7.9M	22,125	−329	TRIM
436	Emerald Investment Advisers, LLC	$7.9M	22,108	—	NO PRIOR
437	Schonfeld Strategic Advisors LLC	$7.9M	22,086	+22,086	NEW
438	Cambridge Financial Group, Inc.	$7.9M	21,962	+842	ADD
439	SUMMITRY LLC	$7.9M	21,952	−168	TRIM
440	YHB Investment Advisors, Inc.	$7.8M	21,810	+1,293	ADD
441	BLI - Banque de Luxembourg Investments	$7.8M	24,715	+24,715	NEW
442	WEBSTER BANK, N. A.	$7.8M	21,755	+191	ADD
443	LEVEL FOUR ADVISORY SERVICES, LLC	$7.7M	21,514	−2,546	TRIM
444	B. Riley Wealth Advisors, Inc.	$7.6M	22,187	−8,399	TRIM
445	StrongBox Wealth, LLC	$7.6M	21,308	−1,249	TRIM
446	MONETA GROUP INVESTMENT ADVISORS LLC	$7.6M	21,272	+11,758	ADD
447	Marks Group Wealth Management, Inc	$7.6M	21,256	−2,815	TRIM
448	Brooklyn Investment Group	$7.5M	20,982	+4,522	ADD
449	Assenagon Asset Management S.A.	$7.5M	20,870	+149	ADD
450	Providence Capital Advisors, LLC	$7.4M	20,807	+215	ADD
451	Ayrshire Capital Management LLC	$7.4M	20,721	−29	TRIM
452	STRATEGY ASSET MANAGERS LLC	$7.4M	20,715	−91	TRIM
453	Strategic Advisors LLC	$7.4M	20,627	+1	ADD
454	Bleakley Financial Group, LLC	$7.4M	20,625	+374	ADD
455	HIGHLAND CAPITAL MANAGEMENT, LLC	$7.4M	20,599	−80	TRIM
456	Dana Investment Advisors, Inc.	$7.4M	20,585	−207	TRIM
457	NICOLET BANKSHARES INC	$7.3M	20,226	+20,226	NEW
458	Westerkirk Capital Inc.	$7.2M	20,200	0	NO CHANGE
459	ELEVATION POINT WEALTH PARTNERS, LLC	$7.2M	20,039	+16,125	ADD
460	SFE Investment Counsel	$7.2M	20,009	+4,169	ADD
461	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$7.2M	20,000	+20,000	NEW
462	Kingsview Wealth Management, LLC	$7.1M	19,837	+63	ADD
463	Maryland State Retirement & Pension System	$7.1M	19,813	+265	ADD
464	GC Wealth Management RIA, LLC	$7.0M	19,580	+1,577	ADD
465	Bridgewater Associates, LP	$7.0M	19,541	+16,850	ADD
466	Eastover Investment Advisors LLC	$7.0M	19,442	+598	ADD
467	Callan Family Office, LLC	$6.9M	19,422	−1,839	TRIM
468	SAGESPRING WEALTH PARTNERS, LLC	$6.9M	19,418	−116	TRIM
469	Banque Cantonale Vaudoise	$6.9M	19,390	+514	ADD
470	Focus Partners Advisor Solutions, LLC	$6.9M	19,320	+150	ADD
471	Iowa State Bank	$6.9M	19,285	−26	TRIM
472	Consolidated Investment Group LLC	$6.9M	19,270	+2,885	ADD
473	Joseph Group Capital Management	$6.9M	19,232	+1,245	ADD
474	Ledyard National Bank	$6.8M	19,088	−2,169	TRIM
475	Apollon Wealth Management, LLC	$6.8M	18,940	+411	ADD
476	Smith Salley Wealth Management	$6.8M	18,904	+2,001	ADD
477	Vise Technologies, Inc.	$6.7M	21,178	0	NO CHANGE
478	Capital Wealth Planning, LLC	$6.7M	18,798	+6,049	ADD
479	Silvant Capital Management LLC	$6.6M	18,562	+866	ADD
480	BRASADA CAPITAL MANAGEMENT, LP	$6.6M	18,289	+1,041	ADD
481	Larson Financial Group LLC	$6.6M	18,515	+1,073	ADD
482	Mystic Asset Management, Inc.	$6.6M	18,474	−364	TRIM
483	JAMES INVESTMENT RESEARCH, INC.	$6.6M	18,466	+1,579	ADD
484	AXXCESS WEALTH MANAGEMENT, LLC	$6.6M	18,396	−1,592	TRIM
485	Intesa Sanpaolo S.p.A.	$6.6M	18,384	+18,384	NEW
486	BENJAMIN EDWARDS INC	$6.6M	18,323	+2,273	ADD
487	SCHWARTZ INVESTMENT COUNSEL INC	$6.5M	18,256	−350	TRIM
488	Rice Partnership, LLC	$6.4M	18,003	−14,486	TRIM
489	Hudson Bay Capital Management LP	$6.4M	18,000	−2,000	TRIM
490	ROMANO BROTHERS AND COMPANY	$6.4M	17,917	+5	ADD
491	NOMURA HOLDINGS INC	$6.4M	17,789	−3,802	TRIM
492	Norinchukin Bank, The	$6.4M	17,767	−65	TRIM
493	First Washington CORP	$6.3M	17,527	−67	TRIM
494	INTECH INVESTMENT MANAGEMENT LLC	$6.3M	17,526	+453	ADD
495	TRUST CO OF TOLEDO NA /OH/	$6.2M	17,445	+162	ADD
496	Midwest Professional Planners, LTD.	$6.2M	17,365	−67	TRIM
497	KCM INVESTMENT ADVISORS LLC	$6.2M	17,277	−11	TRIM
498	ABN AMRO INVESTMENT SOLUTIONS	$6.1M	17,111	+17,111	NEW
499	Everest Financial Group LLC	$6.1M	17,035	—	NO PRIOR
500	EAGLE ROCK INVESTMENT COMPANY, LLC	$6.1M	17,020	+2,646	ADD

Truncated by Public Filings. Top 500 of 2,043 holders shown; the rest are on EDGAR. Method ↗

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

Congress ↔ notable managers · ETN

Congress · last 90 days

Buyers: 1 Gilbert Ray Cisneros, Jr. D–CA-31 $15K–$50K
Sellers: 1 Kevin Hern R–OK-1 $1K–$15K

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 3 Coatue Management, Gotham Asset Management, Bridgewater Associates $1.7B held
Trimming: 0 — $0 held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · EATON CORP PLC

Merged timeline of congressional filings and notable-manager moves on ETN
Date	Who	Change	Size
2026-09-25	Kevin Hern Congress	SELL	$1K–$15K
2026-09-10	Gilbert Ray Cisneros, Jr. Congress	BUY	$15K–$50K
2026-05-15	Coatue Management 13F	ADD	+27,275 sh
2026-05-15	Gotham Asset Management 13F	ADD	+6,905 sh
2026-05-15	Bridgewater Associates 13F	ADD	+16,850 sh

5 newest, by filing date · 13F rows are quarter-end snapshots, not trades

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.