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 ↗

FORD MTR CO · common stock · Q1 2026 · 42 members disclosed F ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,253 holders are listed, largest first: 1,253
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $24.7B
holders whose share count rose or who opened the position (new + add), by shares: 668
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 127

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 F ranked by reported value, 1–25 of 1,253 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$3.8B	330,740,215	−20,000,130	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$2.9B	254,557,408	—	NO PRIOR
3	STATE STREET CORP	$2.2B	192,547,584	−3,285,948	TRIM
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.1B	179,697,115	—	NO PRIOR
5	Newport Trust Company, LLC	$1.6B	139,301,961	+1,945,284	ADD
6	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.4B	124,672,198	−27,344,886	TRIM
7	DIMENSIONAL FUND ADVISORS LP	$547M	47,442,901	+1,585,557	ADD
8	Invesco Ltd.	$539M	46,705,248	+11,734,372	ADD
9	MORGAN STANLEY	$519M	44,975,852	−445,506	TRIM
10	NORTHERN TRUST CORP	$422M	36,530,337	+41,813	ADD
11	Legal & General Group Plc	$360M	31,209,605	−925,827	TRIM
12	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$338M	29,308,209	+1,584,003	ADD
13	UBS Group AG	$302M	26,153,017	+4,778,022	ADD
14	Man Group plc	$286M	24,745,116	+9,938,915	ADD
15	Qube Research & Technologies Ltd	$256M	22,165,781	+12,021,879	ADD
16	VANGUARD FIDUCIARY TRUST CO	$255M	22,062,884	—	NO PRIOR
17	FIRST TRUST ADVISORS LP	$203M	17,571,090	+6,946,111	ADD
18	BANK OF AMERICA CORP /DE/	$200M	17,324,442	+2,379,120	ADD
19	ROYAL BANK OF CANADA	$199M	17,215,740	−185,751	TRIM
20	FMR LLC	$188M	16,259,981	+1,066,044	ADD
21	TWO SIGMA INVESTMENTS, LP	$179M	15,536,460	+648,195	ADD
22	Nuveen, LLC	$174M	15,113,429	+2,635,685	ADD
23	Amundi	$167M	14,470,308	+1,736,767	ADD
24	JUPITER ASSET MANAGEMENT LTD	$150M	13,016,206	+12,979,930	ADD
25	MILLENNIUM MANAGEMENT LLC	$142M	12,298,451	+7,859,732	ADD

Show the top 500 of 1,253 holders

13F holders of F ranked by reported value, 26–500 of 1,253 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	Swiss National Bank	$133M	11,485,586	+773,700	ADD
27	DEUTSCHE BANK AG\	$126M	10,901,609	+331,746	ADD
28	FRANKLIN RESOURCES INC	$117M	10,099,208	+5,156,489	ADD
29	National Pension Service	$112M	9,683,482	+9,683,482	NEW
30	BARCLAYS PLC	$111M	9,610,915	−4,620,339	TRIM
31	HSBC HOLDINGS PLC	$109M	9,442,961	−11,559,699	TRIM
32	D. E. Shaw & Co., Inc.	$104M	9,054,339	+6,642,516	ADD
33	Mitsubishi UFJ Asset Management Co., Ltd.	$103M	8,937,528	+699,435	ADD
34	Vanguard Global Advisers, LLC	$103M	8,899,591	—	NO PRIOR
35	VICTORY CAPITAL MANAGEMENT INC	$102M	8,814,185	+1,472,092	ADD
36	AQR CAPITAL MANAGEMENT LLC	$98.0M	8,589,791	−2,587,513	TRIM
37	VANGUARD ASSET MANAGEMENT, Ltd	$90.6M	7,849,951	—	NO PRIOR
38	CITIGROUP INC	$88.9M	7,703,111	−196,898	TRIM
39	Aberdeen Group plc	$88.5M	7,670,332	+346,780	ADD
40	Squarepoint Ops LLC	$86.3M	7,474,574	−10,861,329	TRIM
41	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$85.4M	7,396,546	+4,560,137	ADD
42	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$80.9M	7,009,764	−558,861	TRIM
43	Connor, Clark & Lunn Investment Management Ltd.	$80.3M	6,955,959	+3,362,033	ADD
44	MACKENZIE FINANCIAL CORP	$80.2M	6,948,731	+4,804,446	ADD
45	ALLIANCEBERNSTEIN L.P.	$77.3M	5,889,034	+1,063,893	ADD
46	WELLS FARGO & COMPANY/MN	$71.5M	6,199,993	−2,864,155	TRIM
47	PRUDENTIAL FINANCIAL INC	$67.6M	5,861,860	−637,825	TRIM
48	SEI INVESTMENTS CO	$59.3M	5,140,992	+769,442	ADD
49	CANADA PENSION PLAN INVESTMENT BOARD	$54.9M	4,757,456	−4,054,282	TRIM
50	PRINCIPAL FINANCIAL GROUP INC	$53.7M	4,656,595	+216,011	ADD
51	Allianz Asset Management GmbH	$52.2M	4,523,312	−534,003	TRIM
52	LPL Financial LLC	$51.4M	4,457,569	+249,257	ADD
53	ROYAL LONDON ASSET MANAGEMENT LTD	$50.8M	4,399,557	+381	ADD
54	Grantham, Mayo, Van Otterloo & Co. LLC	$47.7M	4,133,754	+760,645	ADD
55	AMERICAN CENTURY COMPANIES INC	$45.5M	3,945,128	−6,028,138	TRIM
56	Mirae Asset Global Investments Co., Ltd.	$42.3M	3,666,289	−678,842	TRIM
57	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$39.4M	3,413,213	−2,334	TRIM
58	Korea Investment CORP	$38.5M	3,338,827	−369,528	TRIM
59	AVIVA PLC	$37.1M	3,215,770	+93,911	ADD
60	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$36.0M	3,122,082	−47,657	TRIM
61	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$35.9M	3,109,126	+2,954,413	ADD
62	WORLDQUANT MILLENNIUM ADVISORS LLC	$34.9M	3,027,048	+1,929,290	ADD
63	STOREBRAND ASSET MANAGEMENT AS	$34.5M	2,990,998	—	NO PRIOR
64	Gotham Asset Management, LLC	$34.4M	2,977,274	+676,789	ADD
65	BNP Paribas Asset Management Holding S.A.	$34.1M	2,957,771	+191,844	ADD
66	NATIONAL BANK OF CANADA /FI/	$33.0M	2,860,325	+389,648	ADD
67	PANAGORA ASSET MANAGEMENT INC	$32.9M	2,852,894	−1,106,393	TRIM
68	RAYMOND JAMES FINANCIAL INC	$32.5M	2,816,918	+136,551	ADD
69	Robeco Institutional Asset Management B.V.	$31.8M	2,759,816	+532,601	ADD
70	BANK OF MONTREAL /CAN/	$30.7M	2,658,331	−361,889	TRIM
71	AE Wealth Management LLC	$29.8M	2,578,463	+578,315	ADD
72	TEACHER RETIREMENT SYSTEM OF TEXAS	$29.7M	2,574,758	−493,939	TRIM
73	Zurcher Kantonalbank (Zurich Cantonalbank)	$28.9M	2,505,885	+2,505,885	NEW
74	STATE OF WISCONSIN INVESTMENT BOARD	$28.7M	2,490,916	+151,344	ADD
75	Pictet Asset Management Holding SA	$28.6M	2,481,759	+823,930	ADD
76	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$27.8M	2,409,122	+1,741,735	ADD
77	HITE Hedge Asset Management LLC	$27.5M	2,383,465	+930,549	ADD
78	Universal- Beteiligungs- und Servicegesellschaft mbH	$26.8M	2,319,741	−144,814	TRIM
79	ALPS ADVISORS INC	$26.0M	2,257,316	+434,244	ADD
80	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$24.9M	2,189,921	+1,124,237	ADD
81	PFA Pension, Forsikringsaktieselskab	$24.6M	2,130,927	+2,130,927	NEW
82	SEB Asset Management AB	$24.4M	2,110,475	—	NO PRIOR
83	Drexel Morgan & Co.	$24.2M	2,100,000	0	NO CHANGE
84	Cetera Investment Advisers	$22.9M	1,983,852	−30,952	TRIM
85	Vanguard Investments Australia, Ltd.	$22.6M	1,955,548	—	NO PRIOR
86	Chevy Chase Trust Holdings, LLC	$22.3M	1,930,484	−53,792	TRIM
87	TD ASSET MANAGEMENT INC	$22.0M	1,903,835	−4,399	TRIM
88	Quantinno Capital Management LP	$21.3M	1,842,705	+394,269	ADD
89	TORONTO DOMINION BANK	$20.7M	1,791,299	+363,477	ADD
90	APG Asset Management N.V.	$20.2M	2,014,362	−14,243	TRIM
91	Asset Management One Co., Ltd.	$19.7M	1,706,845	+82,892	ADD
92	CITADEL ADVISORS LLC	$19.3M	1,676,447	−13,455	TRIM
93	COMMONWEALTH EQUITY SERVICES, LLC	$19.3M	1,676,315	−35,804	TRIM
94	NATIXIS	$18.1M	1,570,910	+220,117	ADD
95	NOMURA ASSET MANAGEMENT CO LTD	$17.9M	1,553,884	+28,698	ADD
96	OSAIC HOLDINGS, INC.	$17.8M	1,544,471	−87,781	TRIM
97	Focus Partners Wealth	$17.8M	1,537,496	−3,313	TRIM
98	STATE OF MICHIGAN RETIREMENT SYSTEM	$16.5M	1,426,979	−900	TRIM
99	OFI INVEST ASSET MANAGEMENT	$15.9M	1,583,000	+1,583,000	NEW
100	STIFEL FINANCIAL CORP	$15.8M	1,366,113	+209,823	ADD
101	Eurizon Capital SGR S.p.A.	$15.6M	1,360,986	−462,691	TRIM
102	State of New Jersey Common Pension Fund D	$15.3M	1,328,536	−2,616	TRIM
103	Lansforsakringar Fondforvaltning AB (publ)	$14.9M	1,287,349	−188	TRIM
104	Resona Asset Management Co.,Ltd.	$14.5M	1,259,552	−93,478	TRIM
105	Cerity Partners LLC	$13.8M	1,196,785	−123,346	TRIM
106	Tredje AP-fonden	$13.6M	1,176,841	+1,176,841	NEW
107	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$13.5M	1,166,213	+294,351	ADD
108	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$13.4M	1,118,431	+1,118,431	NEW
109	Swedbank AB	$13.4M	1,160,535	−50	TRIM
110	Artemis Investment Management LLP	$13.3M	1,156,044	+1,156,044	NEW
111	Brookstone Capital Management	$13.3M	1,149,193	+134,314	ADD
112	Creative Planning	$13.3M	1,148,536	+17,183	ADD
113	GATEWAY INVESTMENT ADVISERS LLC	$13.0M	1,127,612	+3,421	ADD
114	HighTower Advisors, LLC	$12.9M	1,121,251	+57,500	ADD
115	ING GROEP NV	$12.9M	1,121,054	+996,186	ADD
116	CIBC Bancorp USA Inc.	$12.7M	1,099,256	—	NO PRIOR
117	Arizona State Retirement System	$12.4M	1,072,270	−29,313	TRIM
118	Czech National Bank	$12.3M	1,067,220	+35,251	ADD
119	Centiva Capital, LP	$12.3M	1,061,749	+774,336	ADD
120	Daiwa Securities Group Inc.	$12.2M	1,056,251	+250,011	ADD
121	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$12.1M	1,045,760	+238,000	ADD
122	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$12.0M	1,043,085	−4,468,265	TRIM
123	Xcel Wealth Management, LLC	$11.9M	1,028,199	−50,477	TRIM
124	Ensign Peak Advisors, Inc	$11.8M	1,026,083	+483,482	ADD
125	SCHRODER INVESTMENT MANAGEMENT GROUP	$11.2M	974,360	+157,364	ADD
126	CIBC WORLD MARKET INC.	$11.1M	964,171	+152,919	ADD
127	Mariner, LLC	$11.0M	953,569	−173,368	TRIM
128	Mitsubishi UFJ Trust & Banking Corp	$10.8M	938,022	+407,092	ADD
129	CIBC Asset Management Inc	$10.8M	934,605	+13,800	ADD
130	Varma Mutual Pension Insurance Co	$10.6M	919,072	0	NO CHANGE
131	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$10.5M	912,815	+2,479	ADD
132	Nemes Rush Group LLC	$10.3M	895,963	−1,034	TRIM
133	LBP AM SA	$10.2M	881,011	−992,343	TRIM
134	Wealthfront Advisers LLC	$10.2M	880,661	+3,877	ADD
135	FIFTH THIRD BANCORP	$9.8M	847,793	+653,170	ADD
136	OLD NATIONAL BANCORP /IN/	$9.8M	846,484	+26,417	ADD
137	Parallax Volatility Advisers, L.P.	$9.8M	763,400	+521,390	ADD
138	Retirement Systems of Alabama	$9.6M	832,152	−415	TRIM
139	Fisher Funds Management LTD	$9.4M	816,282	0	NO CHANGE
140	DRW Securities, LLC	$9.2M	801,281	+746,923	ADD
141	Point72 Asset Management, L.P.	$9.2M	797,838	+797,838	NEW
142	VOYA INVESTMENT MANAGEMENT LLC	$9.1M	790,649	−2,499	TRIM
143	IFM Investors Pty Ltd	$8.9M	767,275	+13,968	ADD
144	WELLINGTON MANAGEMENT GROUP LLP	$8.7M	757,796	+200,500	ADD
145	CREDIT AGRICOLE S A	$8.6M	744,958	+423,086	ADD
146	Calamos Advisors LLC	$8.6M	741,898	0	NO CHANGE
147	Sanctuary Advisors, LLC	$8.4M	729,732	+210,964	ADD
148	Swiss Life Asset Management Ltd	$8.4M	724,307	+35,232	ADD
149	XPONANCE LLC	$8.3M	720,035	+95,837	ADD
150	ProShare Advisors LLC	$8.1M	697,846	−142,059	TRIM
151	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$8.0M	692,239	−671,300	TRIM
152	Kestra Advisory Services, LLC	$7.9M	681,451	+87,887	ADD
153	MACQUARIE GROUP LTD	$7.8M	677,212	+7,726	ADD
154	Utah Retirement Systems	$7.3M	634,583	−11,343	TRIM
155	Corient Private Wealth LLC	$7.3M	630,085	−575,343	TRIM
156	PUBLIC SECTOR PENSION INVESTMENT BOARD	$7.3M	631,188	+122,052	ADD
157	Janus Henderson Group Ltd.	$7.2M	624,967	−23,383	TRIM
158	LAZARD ASSET MANAGEMENT LLC	$7.2M	620,467	−110,277	TRIM
159	BALYASNY ASSET MANAGEMENT L.P.	$7.0M	607,633	−3,804,542	TRIM
160	BANK OF NOVA SCOTIA	$6.9M	602,067	−17,484	TRIM
161	HANCOCK WHITNEY CORP	$6.9M	595,660	+558,886	ADD
162	Spectrum Financial Alliance Ltd LLC	$6.8M	588,830	+588,830	NEW
163	Allworth Financial LP	$6.7M	581,694	+7,144	ADD
164	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$6.7M	581,059	+581,059	NEW
165	GUGGENHEIM CAPITAL LLC	$6.6M	574,502	+186,301	ADD
166	Investment Management Corp of Ontario	$6.6M	571,731	+124,946	ADD
167	Crossmark Global Holdings, Inc.	$6.6M	569,924	—	NO PRIOR
168	NEOS Investment Management LLC	$6.5M	566,054	+44,127	ADD
169	Rakuten Investment Management, Inc.	$6.5M	581,314	+66,671	ADD
170	ENVESTNET ASSET MANAGEMENT INC	$6.4M	555,215	+228,773	ADD
171	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$6.3M	544,276	+7,716	ADD
172	TRUIST FINANCIAL CORP	$6.2M	541,114	+171,778	ADD
173	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$6.2M	539,362	−154,240	TRIM
174	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$6.2M	533,208	−156,652	TRIM
175	MERCER GLOBAL ADVISORS INC /ADV	$6.1M	531,925	−108,997	TRIM
176	Sumitomo Mitsui DS Asset Management Company, Ltd	$6.1M	530,263	+48,274	ADD
177	CAISSE DES DEPOTS ET CONSIGNATIONS	$6.1M	526,694	−6,969	TRIM
178	Addenda Capital Inc.	$6.1M	525,900	0	NO CHANGE
179	NISSAY ASSET MANAGEMENT CORP /JAPAN	$6.0M	520,447	+8,003	ADD
180	KKM Financial LLC	$6.0M	457,217	0	NO CHANGE
181	ASR Vermogensbeheer N.V.	$5.6M	488,768	+8,273	ADD
182	Osmosis Investment Management UK Ltd	$5.6M	487,750	+215,992	ADD
183	PEAK6 LLC	$5.6M	484,987	+484,987	NEW
184	1834 INVESTMENT ADVISORS CO	$5.6M	481,092	+3,094	ADD
185	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$5.5M	476,976	+122,104	ADD
186	Trexquant Investment LP	$5.4M	471,166	+471,166	NEW
187	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$5.4M	467,763	+12,467	ADD
188	Vanguard Personalized Indexing Management, LLC	$5.2M	454,545	+8,573	ADD
189	Brevan Howard Capital Management LP	$5.2M	451,949	+428,100	ADD
190	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$5.2M	448,652	+448,652	NEW
191	D.A. DAVIDSON & CO.	$5.1M	445,895	+78,108	ADD
192	Vident Advisory, LLC	$5.0M	434,696	+19,168	ADD
193	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$4.8M	416,729	−3,432	TRIM
194	USS Investment Management Ltd	$4.7M	408,172	+30,825	ADD
195	Sowell Financial Services LLC	$4.7M	403,471	+84,462	ADD
196	Stamos Capital Partners, L.P.	$4.6M	400,657	+82,274	ADD
197	Tidal Investments LLC	$4.6M	399,606	+88,441	ADD
198	AXQ CAPITAL, LP	$4.6M	398,847	+385,067	ADD
199	OP Asset Management Ltd	$4.6M	395,421	—	NO PRIOR
200	Advisors Asset Management, Inc.	$4.6M	394,916	−193,733	TRIM
201	OMERS ADMINISTRATION Corp	$4.5M	391,720	+74,981	ADD
202	NORDEA INVESTMENT MANAGEMENT AB	$4.5M	394,540	+11,267	ADD
203	Elo Mutual Pension Insurance Co	$4.5M	386,322	−137,232	TRIM
204	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$4.4M	385,493	+385,493	NEW
205	Banco Santander, S.A.	$4.4M	383,596	+50,189	ADD
206	CASTLEARK MANAGEMENT LLC	$4.4M	380,230	0	NO CHANGE
207	Federation des caisses Desjardins du Quebec	$4.3M	376,606	−31,546	TRIM
208	MML INVESTORS SERVICES, LLC	$4.3M	376,215	−86,472	TRIM
209	Sequoia Financial Advisors, LLC	$4.3M	372,324	+120,781	ADD
210	Americana Partners, LLC	$4.3M	370,125	0	NO CHANGE
211	KESTRA PRIVATE WEALTH SERVICES, LLC	$4.3M	369,659	−961	TRIM
212	Ascent Group, LLC	$4.2M	362,854	+4,343	ADD
213	UniSuper Management Pty Ltd	$4.2M	361,047	+5,153	ADD
214	NewEdge Advisors, LLC	$4.2M	360,824	+360,824	NEW
215	M&T BANK CORP	$4.1M	357,488	−15,437	TRIM
216	Candriam S.C.A.	$3.9M	340,108	+100,075	ADD
217	Private Advisor Group, LLC	$3.7M	320,204	+53,780	ADD
218	CAPSTONE INVESTMENT ADVISORS, LLC	$3.7M	318,983	+206,640	ADD
219	Verition Fund Management LLC	$3.6M	315,112	−46,555	TRIM
220	SteelPeak Wealth, LLC	$3.6M	308,943	+308,943	NEW
221	Allspring Global Investments Holdings, LLC	$3.5M	301,447	+5,771	ADD
222	Empowered Funds, LLC	$3.5M	302,134	+302,134	NEW
223	Sigma Planning Corp	$3.4M	292,758	+17,479	ADD
224	ZACKS INVESTMENT MANAGEMENT	$3.4M	291,502	+218,156	ADD
225	Oak Thistle LLC	$3.3M	286,598	+174,583	ADD
226	PATTON FUND MANAGEMENT, INC.	$3.2M	279,723	−105,266	TRIM
227	Rafferty Asset Management, LLC	$3.2M	279,540	−94,938	TRIM
228	Beacon Pointe Advisors, LLC	$3.1M	269,329	+31,039	ADD
229	PICTON MAHONEY ASSET MANAGEMENT	$3.1M	268,652	+115,953	ADD
230	Andra AP-fonden	$3.1M	267,855	−113,300	TRIM
231	Bridgewater Associates, LP	$3.0M	262,313	−1,461,059	TRIM
232	Pathstone Holdings, LLC	$3.0M	260,326	+29,656	ADD
233	Walleye Trading LLC	$2.9M	253,605	+253,605	NEW
234	Lido Advisors, LLC	$2.9M	252,377	−8,437	TRIM
235	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$2.9M	248,982	+31,221	ADD
236	New Age Alpha Advisors, LLC	$2.8M	246,606	−4,511	TRIM
237	XTX Topco Ltd	$2.8M	239,509	+75,538	ADD
238	MFG WEALTH MANAGEMENT, INC.	$2.7M	237,044	+70,967	ADD
239	MIZUHO SECURITIES USA LLC	$2.7M	236,898	−48,068	TRIM
240	Vise Technologies, Inc.	$2.7M	206,830	0	NO CHANGE
241	STANCE CAPITAL LLC	$2.7M	232,757	−11,964	TRIM
242	Rockefeller Capital Management L.P.	$2.7M	232,472	−24,993	TRIM
243	INTECH INVESTMENT MANAGEMENT LLC	$2.7M	231,370	−4,926	TRIM
244	&PARTNERS	$2.7M	234,357	−1,178	TRIM
245	ONTARIO TEACHERS PENSION PLAN BOARD	$2.7M	230,141	+230,141	NEW
246	Del-Sette Capital Management, LLC	$2.6M	229,341	+229,341	NEW
247	Ausdal Financial Partners, Inc.	$2.6M	228,318	+43,821	ADD
248	Patriot Financial Group Insurance Agency, LLC	$2.6M	225,876	+128,730	ADD
249	Norinchukin Bank, The	$2.6M	224,402	+1,165	ADD
250	US BANCORP \DE\	$2.6M	224,091	−25,158	TRIM
251	Concurrent Investment Advisors, LLC	$2.5M	257,344	−11,794	TRIM
252	Prospera Financial Services Inc	$2.5M	217,269	+1,926	ADD
253	Illinois Municipal Retirement Fund	$2.5M	217,202	+20,602	ADD
254	CWM, LLC	$2.4M	211,042	+2,014	ADD
255	PRUDENTIAL PLC	$2.4M	210,348	−10,163	TRIM
256	MASTERINVEST Kapitalanlage GmbH	$2.4M	208,581	−4,530	TRIM
257	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$2.4M	204,800	+204,800	NEW
258	PFG Investments, LLC	$2.4M	203,889	−7,022	TRIM
259	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$2.3M	200,117	+3,834	ADD
260	Ameritas Investment Partners, Inc.	$2.3M	200,794	+2,041	ADD
261	KEYBANK NATIONAL ASSOCIATION/OH	$2.3M	199,452	+43,603	ADD
262	ABN AMRO INVESTMENT SOLUTIONS	$2.3M	199,280	−4,385	TRIM
263	PRELUDE CAPITAL MANAGEMENT, LLC	$2.3M	197,233	+197,233	NEW
264	Maryland State Retirement & Pension System	$2.2M	193,445	0	NO CHANGE
265	Great Lakes Retirement, Inc.	$2.2M	191,827	+191,827	NEW
266	Disciplined Equity Management, Inc.	$2.2M	187,940	−18,320	TRIM
267	Next Level Private LLC	$2.2M	187,017	+7,750	ADD
268	WealthCare Investment Partners, LLC	$2.1M	182,356	+26,902	ADD
269	Graham Capital Management, L.P.	$2.1M	184,200	+184,200	NEW
270	CI INVESTMENTS INC.	$2.1M	184,188	−3,639	TRIM
271	Stratos Wealth Partners, LTD.	$2.1M	183,522	−6,227	TRIM
272	Kingsview Wealth Management, LLC	$2.1M	183,345	+12,620	ADD
273	RWA WEALTH PARTNERS, LLC	$2.1M	177,661	−1,113	TRIM
274	Summit Trail Advisors, LLC	$2.0M	175,750	+50,761	ADD
275	Numerai GP LLC	$2.0M	172,145	+172,145	NEW
276	Arista Wealth Management, LLC	$2.0M	169,728	+53	ADD
277	Equitable Holdings, Inc.	$2.0M	152,729	+22,124	ADD
278	TCM Advisors, LLC	$1.9M	163,355	+2,950	ADD
279	Vontobel Holding Ltd.	$1.9M	162,301	+18,060	ADD
280	FLPUTNAM INVESTMENT MANAGEMENT CO	$1.9M	161,562	+141,134	ADD
281	Waverly Advisors, LLC	$1.9M	161,318	+416	ADD
282	RITHOLTZ WEALTH MANAGEMENT	$1.9M	160,458	+143,752	ADD
283	MUFG Securities EMEA plc	$1.9M	160,435	−1,199,000	TRIM
284	KPP Advisory Services LLC	$1.8M	159,964	−5,018	TRIM
285	Abundance Wealth Counselors	$1.8M	159,204	−3,279	TRIM
286	GROUP ONE TRADING LLC	$1.8M	158,513	−63,664	TRIM
287	Csenge Advisory Group	$1.8M	152,395	+11,425	ADD
288	Composition Wealth, LLC	$1.7M	150,196	−627	TRIM
289	Portfolio Design Labs, LLC	$1.7M	149,700	−19,453	TRIM
290	OneDigital Investment Advisors LLC	$1.7M	148,405	+4,033	ADD
291	Community Bank of Raymore	$1.7M	147,600	0	NO CHANGE
292	WCG Wealth Advisors LLC	$1.7M	144,704	+150	ADD
293	MAI Capital Management	$1.7M	143,545	+4,608	ADD
294	Convergence Investment Partners, LLC	$1.7M	143,191	+39,579	ADD
295	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.6M	142,372	+4,771	ADD
296	Merit Financial Group, LLC	$1.6M	139,111	+11,877	ADD
297	Lombard Odier Asset Management (Switzerland) SA	$1.6M	139,034	−14,300	TRIM
298	AFFINITY INVESTMENT ADVISORS, LLC	$1.6M	138,091	+61,333	ADD
299	Machina Capital S.A.S.	$1.6M	135,788	−182,752	TRIM
300	ELEVATION POINT WEALTH PARTNERS, LLC	$1.6M	134,874	+26,962	ADD
301	BLAIR WILLIAM & CO/IL	$1.6M	134,871	−644	TRIM
302	Baird Financial Group, Inc.	$1.5M	134,193	+134,193	NEW
303	TOUNJIAN ADVISORY PARTNERS, LLC	$1.5M	134,136	+16,304	ADD
304	Empirical Finance, LLC	$1.5M	133,095	−225	TRIM
305	Econ Financial Services Corp	$1.5M	131,482	+131,482	NEW
306	Steward Partners Investment Advisory, LLC	$1.5M	131,099	−4,556	TRIM
307	INDEPENDENT FINANCIAL GROUP, LLC	$1.5M	131,042	—	NO PRIOR
308	CREDIT INDUSTRIEL ET COMMERCIAL	$1.5M	129,182	+102,663	ADD
309	Generali Asset Management SPA SGR	$1.5M	129,153	+68,888	ADD
310	Arvest Bank Trust Division	$1.5M	127,444	+1,466	ADD
311	BOOTHBAY FUND MANAGEMENT, LLC	$1.5M	126,369	+102,798	ADD
312	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.4M	125,385	+336	ADD
313	Vestmark Advisory Solutions, Inc.	$1.4M	125,350	+17,671	ADD
314	Fisher Asset Management, LLC	$1.4M	125,264	+15,078	ADD
315	CIDEL ASSET MANAGEMENT INC	$1.4M	123,209	+12,214	ADD
316	Texas Capital Bank Wealth Management Services Inc	$1.4M	122,757	−1,823	TRIM
317	LMR Partners LLP	$1.4M	122,489	+113,944	ADD
318	Prosperity Consulting Group, LLC	$1.4M	120,992	+5,526	ADD
319	Voleon Capital Management LP	$1.4M	120,899	+104,651	ADD
320	Landmark Wealth Management, LLC	$1.4M	120,527	+120,527	NEW
321	Widmann Financial Services, Inc.	$1.4M	118,774	+3,311	ADD
322	ANGELES WEALTH MANAGEMENT, LLC	$1.4M	117,882	+4,945	ADD
323	EVERGREEN CAPITAL MANAGEMENT LLC	$1.4M	117,714	−36,944	TRIM
324	VISTA INVESTMENT PARTNERS II, LLC	$1.3M	115,572	+2,040	ADD
325	EP Wealth Advisors, LLC	$1.3M	113,978	+19,456	ADD
326	Meeder Advisory Services, Inc.	$1.3M	113,634	−27,953	TRIM
327	North Dakota State Investment Board	$1.3M	113,089	−20,788	TRIM
328	Manske Wealth Management	$1.3M	112,180	+873	ADD
329	iSAM Funds (UK) Ltd	$1.3M	111,786	+72,717	ADD
330	Metis Global Partners, LLC	$1.3M	111,352	−12,587	TRIM
331	MGO ONE SEVEN LLC	$1.3M	111,148	+2,479	ADD
332	Siemens Fonds Invest GmbH	$1.3M	110,337	+1,114	ADD
333	NOMURA HOLDINGS INC	$1.3M	109,049	−302,480	TRIM
334	Savant Capital, LLC	$1.2M	107,814	+5,969	ADD
335	Mutual Advisors, LLC	$1.2M	107,703	+4,506	ADD
336	Bryn Mawr Trust Advisors, LLC	$1.2M	106,948	−8,039	TRIM
337	HB Wealth Management, LLC	$1.2M	106,932	−10,488	TRIM
338	SECURIAN ASSET MANAGEMENT, INC	$1.2M	106,305	−114	TRIM
339	Michels Family Financial, LLC	$1.2M	105,547	−15,264	TRIM
340	Orion Porfolio Solutions, LLC	$1.2M	105,106	−35,038	TRIM
341	Ameritas Advisory Services, LLC	$1.2M	103,596	−7,064	TRIM
342	QRG CAPITAL MANAGEMENT, INC.	$1.2M	102,436	−56,975	TRIM
343	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$1.2M	102,283	+102,283	NEW
344	Buck Wealth Strategies, LLC	$1.2M	102,215	+5,086	ADD
345	INCEPTIONR LLC	$1.2M	101,085	+20,127	ADD
346	Rehmann Capital Advisory Group	$1.2M	100,783	+10,158	ADD
347	Dai-ichi Life Insurance Company, Ltd	$1.1M	97,263	−6,082	TRIM
348	Venture Visionary Partners LLC	$1.1M	96,430	−5,023	TRIM
349	Centennial Wealth Advisory LLC	$1.1M	96,335	+15,456	ADD
350	Engineers Gate Manager LP	$1.1M	95,780	+75,321	ADD
351	STEPHENS INC /AR/	$1.1M	95,686	+9,119	ADD
352	AlphaCore Capital LLC	$1.1M	95,163	−6,379	TRIM
353	Atria Investments, Inc	$1.1M	94,376	−13,582	TRIM
354	QUADRANT CAPITAL GROUP LLC	$1.1M	94,328	−91	TRIM
355	Baader Bank Aktiengesellschaft	$1.1M	93,938	+54,552	ADD
356	S&T BANK/PA	$1.1M	92,406	−67,448	TRIM
357	OPPENHEIMER & CO INC	$1.1M	92,405	+16,341	ADD
358	Summit Financial, LLC	$1.0M	90,853	+1,177	ADD
359	Blue Water Asset Management	$1.0M	90,711	−3,366	TRIM
360	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	$1.0M	89,488	−668	TRIM
361	KMG FIDUCIARY PARTNERS, LLC	$1.0M	88,929	−42,133	TRIM
362	Woodline Partners LP	$1.0M	88,835	−1,771,237	TRIM
363	Elevated Capital Advisors, LLC	$1.0M	87,441	+15,477	ADD
364	COOKSON PEIRCE & CO INC	$983K	85,225	+8,508	ADD
365	Foguth Wealth Management, LLC.	$981K	56,232	+16,834	ADD
366	Cambria Investment Management, L.P.	$978K	84,708	+36,338	ADD
367	Bleakley Financial Group, LLC	$973K	84,327	−2,077	TRIM
368	COLDSTREAM CAPITAL MANAGEMENT INC	$967K	83,794	+11,429	ADD
369	FEDERATED HERMES, INC.	$957K	82,917	+25,599	ADD
370	Lebenthal Global Advisors, LLC	$956K	82,800	+1,224	ADD
371	Laird Norton Wetherby Trust Company, LLC	$954K	82,703	−866	TRIM
372	HUB Investment Partners, LLC	$953K	82,539	+13,866	ADD
373	FOUNDATIONS INVESTMENT ADVISORS, LLC	$941K	81,559	+4,028	ADD
374	Smartleaf Asset Management LLC	$940K	83,884	+2,571	ADD
375	INTRUST BANK NA	$936K	81,143	+10,032	ADD
376	SFE Investment Counsel	$929K	80,525	−1,770	TRIM
377	FIL Ltd	$898K	77,774	+61,088	ADD
378	San Luis Wealth Advisors LLC	$897K	77,768	+3,981	ADD
379	Hilltop National Bank	$891K	77,227	+70,283	ADD
380	Independent Advisor Alliance	$890K	77,112	−10,941	TRIM
381	Alphadyne Asset Management LP	$886K	76,801	+70,875	ADD
382	ARVEST INVESTMENTS, INC.	$885K	76,719	−1,811	TRIM
383	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$885K	76,672	+76,672	NEW
384	COMMERCE BANK	$880K	76,251	+23,151	ADD
385	ALERUS FINANCIAL NA	$872K	75,562	+72,803	ADD
386	Signal Advisors Wealth, LLC	$869K	75,268	+1,721	ADD
387	CHOREO, LLC	$867K	75,143	+6,247	ADD
388	Ergawealth Advisors, Inc.	$866K	75,033	0	NO CHANGE
389	DIVERSIFY WEALTH MANAGEMENT, LLC	$857K	69,999	+69,999	NEW
390	Geneos Wealth Management Inc.	$849K	73,550	+5,511	ADD
391	OMC Financial Services LTD	$834K	72,311	−509	TRIM
392	Leisure Capital Management	$832K	72,112	+72,112	NEW
393	SAGESPRING WEALTH PARTNERS, LLC	$825K	71,531	+8,677	ADD
394	PRINCIPAL SECURITIES, INC.	$825K	71,466	+5,361	ADD
395	Apollon Wealth Management, LLC	$821K	71,163	+3,058	ADD
396	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$820K	71,100	−543	TRIM
397	GREAT VALLEY ADVISOR GROUP, INC.	$819K	70,958	+46,242	ADD
398	Kovack Advisors, Inc.	$818K	70,196	+2,382	ADD
399	TD Waterhouse Canada Inc.	$814K	69,740	−276,842	TRIM
400	Edgestream Partners, L.P.	$800K	69,312	−15,823	TRIM
401	DoubleLine ETF Adviser LP	$797K	69,031	−11,191	TRIM
402	Savvy Advisors, Inc.	$796K	68,978	+21,064	ADD
403	World Investment Advisors	$791K	68,502	−56,790	TRIM
404	Wealthcare Advisory Partners LLC	$781K	67,720	−1,294	TRIM
405	VestGen Advisors, LLC	$776K	64,760	+22,870	ADD
406	BENJAMIN EDWARDS INC	$774K	67,106	+1,822	ADD
407	Pinnacle Financial Partners, Inc.	$771K	66,836	−128,059	TRIM
408	Cornerstone Wealth Management, LLC	$761K	65,939	−1,438	TRIM
409	Total Clarity Wealth Management, Inc.	$759K	65,761	−60,063	TRIM
410	Quadrature Capital Ltd	$753K	65,289	−4,112,969	TRIM
411	Aptus Capital Advisors, LLC	$749K	64,918	−5,508	TRIM
412	Forvis Mazars Wealth Advisors, LLC	$749K	64,884	+175	ADD
413	Capital Investment Advisors, LLC	$748K	64,827	−2,491	TRIM
414	LEVEL FOUR ADVISORY SERVICES, LLC	$741K	64,188	+7,470	ADD
415	Secure Asset Management, LLC	$740K	64,145	+5,473	ADD
416	Perbak Capital Partners LLP	$740K	64,098	+64,098	NEW
417	Assenagon Asset Management S.A.	$737K	63,832	+8,851	ADD
418	WBI INVESTMENTS, LLC	$734K	63,590	−17,500	TRIM
419	Invst, LLC	$727K	63,040	+63,040	NEW
420	JOURNEY STRATEGIC WEALTH LLC	$723K	62,686	−588	TRIM
421	T3 Companies, LLC	$715K	62,001	+62,001	NEW
422	JFS WEALTH ADVISORS, LLC	$712K	61,720	+292	ADD
423	SCOTIA CAPITAL INC.	$707K	61,281	−30,483	TRIM
424	Callan Family Office, LLC	$703K	60,948	+86	ADD
425	OneAscent Financial Services LLC	$702K	60,789	+28,097	ADD
426	Compound Planning, Inc.	$699K	60,543	−6,395	TRIM
427	Koshinski Asset Management, Inc.	$696K	60,342	+2,044	ADD
428	Hamilton Capital, LLC	$695K	60,261	—	NO PRIOR
429	N.E.W. Advisory Services LLC	$695K	60,191	+447	ADD
430	Ashton Thomas Private Wealth, LLC	$694K	60,175	+42,781	ADD
431	Burford Brothers, Inc.	$694K	60,139	+485	ADD
432	AustralianSuper Pty Ltd	$687K	59,501	+59,501	NEW
433	Trivium Point Advisory, LLC	$682K	59,101	+8,228	ADD
434	NWAM LLC	$681K	59,030	+11,028	ADD
435	Baron Wealth Management LLC	$680K	58,916	−50,823	TRIM
436	WESTBOURNE INVESTMENTS, INC.	$678K	58,744	+2,501	ADD
437	Clearstead Advisors, LLC	$677K	58,686	−12,237	TRIM
438	Bright Futures Wealth Management, LLC.	$674K	58,400	+30	ADD
439	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	$673K	58,340	−4,154	TRIM
440	Gateway Wealth Partners, LLC	$673K	58,309	+33,011	ADD
441	Polymer Capital Management (US) LLC	$671K	58,159	+58,159	NEW
442	Fort Sheridan Advisors LLC	$670K	58,098	+788	ADD
443	Cresset Asset Management, LLC	$659K	57,078	−4,569	TRIM
444	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$654K	56,675	−255	TRIM
445	Frank, Rimerman Advisors LLC	$653K	56,594	−72	TRIM
446	Larson Financial Group LLC	$647K	56,100	+1,240	ADD
447	Regal Investment Advisors LLC	$647K	56,033	−2,984	TRIM
448	Breakwater Capital Group	$643K	55,738	+812	ADD
449	Focus Financial Network, Inc.	$643K	55,697	−3,395	TRIM
450	Gerber Kawasaki Wealth & Investment Management	$643K	55,675	+16,242	ADD
451	TEMA ETFS LLC	$641K	55,510	+287	ADD
452	Pine Valley Investments Ltd Liability Co	$638K	55,305	−2,669	TRIM
453	Center for Financial Planning, Inc.	$633K	54,866	−329	TRIM
454	SummitTX Capital, L.P.	$631K	54,644	+54,644	NEW
455	SILVERLAKE WEALTH MANAGEMENT LLC	$630K	54,590	+2,932	ADD
456	MONECO ADVISORS, LLC	$629K	54,492	+2,266	ADD
457	Cypress Wealth Services, LLC	$625K	54,140	−2,645	TRIM
458	Bridgefront Capital, LLC	$624K	54,059	+54,059	NEW
459	Wealth Alliance Advisory Group, LLC	$616K	53,351	+134	ADD
460	Wealthspire Advisors, LLC	$609K	52,763	−26,650	TRIM
461	Diversified Trust Co	$604K	52,373	−91,955	TRIM
462	CALTON & ASSOCIATES, INC.	$603K	52,218	−3,461	TRIM
463	LAZARI CAPITAL MANAGEMENT, INC.	$601K	52,061	+843	ADD
464	Prasad Wealth Partners, LLC	$600K	52,009	+52,009	NEW
465	Soltis Investment Advisors LLC	$597K	51,704	+12,337	ADD
466	VISTA INVESTMENT PARTNERS LLC	$595K	51,518	−25,000	TRIM
467	Cerro Pacific Wealth Advisors LLC	$592K	51,305	+51,305	NEW
468	Caprock Group, LLC	$591K	51,202	+23,832	ADD
469	SILVER OAK SECURITIES, INCORPORATED	$587K	50,844	−3,879	TRIM
470	My Portfolio Guide, LLC	$587K	50,844	—	NO PRIOR
471	BROWN ADVISORY INC	$586K	50,801	−12,198	TRIM
472	ODDO BHF ASSET MANAGEMENT SAS	$582K	50,467	+1,553	ADD
473	KLCM Advisors, Inc.	$581K	50,366	+3,700	ADD
474	Accurate Wealth Management, LLC	$578K	47,658	+22,997	ADD
475	Western Wealth Management, LLC	$577K	50,015	+50,015	NEW
476	Sargent Investment Group, LLC	$575K	49,855	+2,245	ADD
477	SENTINEL PENSION ADVISORS, LLC	$571K	49,500	−2,867	TRIM
478	Advance Capital Management, Inc.	$571K	49,498	+488	ADD
479	PROFUND ADVISORS LLC	$568K	49,181	−6,484	TRIM
480	Cordgrass Capital Advisors, LLC	$565K	48,954	+48,954	NEW
481	WHITENER CAPITAL MANAGEMENT, INC.	$564K	48,839	+48,839	NEW
482	Annex Advisory Services, LLC	$561K	48,603	+1,058	ADD
483	Occidental Asset Management, LLC	$555K	48,088	+739	ADD
484	Cedar Wealth Management, LLC	$554K	47,978	0	NO CHANGE
485	Insight Wealth Partners, LLC	$546K	47,335	+319	ADD
486	Blackhawk Capital Partners, LLC	$545K	47,188	+22,510	ADD
487	Bank Julius Baer & Co. Ltd, Zurich	$541K	46,923	+46,923	NEW
488	EASTERN BANK	$541K	46,891	−305	TRIM
489	Blue Chip Partners, LLC	$541K	46,840	+415	ADD
490	Trust Asset Management LLC	$539K	46,668	0	NO CHANGE
491	SEARLE & CO.	$538K	46,585	+5,752	ADD
492	Moors & Cabot, Inc.	$537K	46,503	−1,267	TRIM
493	FORTERIS WEALTH MANAGEMENT INC.	$534K	46,240	0	NO CHANGE
494	Triad Wealth Partners, LLC	$529K	45,875	+2,035	ADD
495	Deseret Mutual Benefit Administrators	$523K	45,325	+18,958	ADD
496	M.E. ALLISON & CO., INC.	$522K	45,210	−999	TRIM
497	INSIGNEO ADVISORY SERVICES, LLC	$520K	45,058	−1,278	TRIM
498	Financial Engines Advisors L.L.C.	$518K	44,877	+13,107	ADD
499	CrossGen Wealth, LLC	$515K	44,664	+468	ADD
500	KINTRA WEALTH, LLC	$515K	44,607	+7,273	ADD

Truncated by Public Filings. Top 500 of 1,253 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 · F

Congress · last 90 days

Buyers: 0 — —
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: 1 Gotham Asset Management $34.4M held
Trimming: 2 Bridgewater Associates, Caxton Associates $3.0M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · FORD MTR CO

Merged timeline of congressional filings and notable-manager moves on F
Date	Who	Change	Size
2026-09-25	Kevin Hern Congress	SELL	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+676,789 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−1,461,059 sh
2026-05-14	Caxton Associates 13F	EXIT	−133,474 sh

4 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.