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 ↗

FIFTH THIRD BANCORP · common stock · Q1 2026 · 17 members disclosed FITB ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 975 holders are listed, largest first: 975
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $31.2B
holders whose share count rose or who opened the position (new + add), by shares: 686
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 92

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 FITB ranked by reported value, 1–25 of 975 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$3.8B	80,753,449	+19,288,556	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$2.7B	58,430,540	—	NO PRIOR
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.2B	47,033,560	—	NO PRIOR
4	STATE STREET CORP	$1.9B	40,583,308	+9,145,708	ADD
5	Capital World Investors	$1.8B	39,074,539	+6,524,870	ADD
6	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.2B	26,478,466	+2,539,443	ADD
7	Invesco Ltd.	$1.2B	26,177,935	+2,378,623	ADD
8	GEODE CAPITAL MANAGEMENT, LLC	$1.2B	24,929,709	+6,732,243	ADD
9	MORGAN STANLEY	$1.2B	24,776,241	+13,798,408	ADD
10	Bank of New York Mellon Corp	$933M	20,079,733	+15,101,629	ADD
11	WELLINGTON MANAGEMENT GROUP LLP	$914M	19,680,963	+18,302,468	ADD
12	BANK OF AMERICA CORP /DE/	$786M	16,909,345	+1,248,846	ADD
13	Nuveen, LLC	$558M	12,000,944	+1,126,934	ADD
14	DIMENSIONAL FUND ADVISORS LP	$507M	10,918,284	+2,569,479	ADD
15	FRANKLIN RESOURCES INC	$483M	10,394,149	+1,451,322	ADD
16	NORTHERN TRUST CORP	$400M	8,614,756	+2,160,028	ADD
17	Allspring Global Investments Holdings, LLC	$381M	8,129,201	−182,462	TRIM
18	ALLIANCEBERNSTEIN L.P.	$303M	6,477,355	+1,227,220	ADD
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$294M	6,334,567	+1,527,689	ADD
20	UBS Group AG	$286M	6,162,128	+2,954,172	ADD
21	APG Asset Management N.V.	$272M	6,749,043	+145,109	ADD
22	Boston Partners	$262M	5,631,234	−770,629	TRIM
23	Legal & General Group Plc	$249M	5,351,286	+1,031,680	ADD
24	VANGUARD FIDUCIARY TRUST CO	$235M	5,066,000	—	NO PRIOR
25	Capital Research Global Investors	$232M	5,000,000	−1,450,801	TRIM

Show the top 500 of 975 holders

13F holders of FITB ranked by reported value, 26–500 of 975 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$225M	4,833,070	+1,433,578	ADD
27	Eurizon Capital SGR S.p.A.	$200M	4,335,937	+3,955,099	ADD
28	Artisan Partners Limited Partnership	$188M	4,054,382	+3,381,775	ADD
29	Alecta Tjanstepension Omsesidigt	$182M	3,928,300	+560,600	ADD
30	BARCLAYS PLC	$179M	3,852,955	+1,295,056	ADD
31	HoldCo Asset Management, LP	$177M	3,802,320	+3,802,320	NEW
32	ROYAL BANK OF CANADA	$158M	3,404,028	−512,122	TRIM
33	FIRST TRUST ADVISORS LP	$150M	3,230,858	+845,014	ADD
34	Clearbridge Investments, LLC	$138M	2,980,511	−31,511	TRIM
35	Smead Capital Management, Inc.	$132M	2,831,423	−418,716	TRIM
36	HSBC HOLDINGS PLC	$113M	2,449,130	−2,208,772	TRIM
37	WESTFIELD CAPITAL MANAGEMENT CO LP	$111M	2,385,422	−1,361,504	TRIM
38	FMR LLC	$95.1M	2,046,718	+175,925	ADD
39	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$94.9M	2,043,366	+365,996	ADD
40	Mitsubishi UFJ Asset Management Co., Ltd.	$94.9M	2,041,717	+653,626	ADD
41	DEUTSCHE BANK AG\	$92.7M	1,996,003	+336,494	ADD
42	ENVESTNET ASSET MANAGEMENT INC	$92.6M	1,992,673	+22,199	ADD
43	Vanguard Global Advisers, LLC	$92.1M	1,983,242	—	NO PRIOR
44	Sumitomo Mitsui Trust Group, Inc.	$88.5M	1,903,839	+433,273	ADD
45	SEI INVESTMENTS CO	$87.0M	1,872,450	+885,990	ADD
46	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$86.7M	1,866,130	+981,326	ADD
47	VANGUARD ASSET MANAGEMENT, Ltd	$84.5M	1,819,263	—	NO PRIOR
48	Rockefeller Capital Management L.P.	$81.1M	1,744,519	−7,315	TRIM
49	Amundi	$77.6M	1,670,046	+402,734	ADD
50	PZENA INVESTMENT MANAGEMENT LLC	$76.0M	1,635,817	+697,995	ADD
51	ZACKS INVESTMENT MANAGEMENT	$75.7M	1,630,321	+20,669	ADD
52	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$75.4M	1,623,665	+405,932	ADD
53	BANK OF MONTREAL /CAN/	$70.5M	1,517,903	+76,907	ADD
54	WELLS FARGO & COMPANY/MN	$64.7M	1,392,047	+286,647	ADD
55	CITIGROUP INC	$62.0M	1,335,209	+778,160	ADD
56	NewEdge Wealth, LLC	$61.7M	1,326,949	+1,302,234	ADD
57	NORDEA INVESTMENT MANAGEMENT AB	$59.7M	1,326,655	+50,226	ADD
58	CANADA PENSION PLAN INVESTMENT BOARD	$56.6M	1,217,785	+399,480	ADD
59	Clark Capital Management Group, Inc.	$56.5M	1,216,960	+25,318	ADD
60	PRINCIPAL FINANCIAL GROUP INC	$49.9M	1,074,370	+338,929	ADD
61	National Pension Service	$49.7M	1,070,239	+1,070,239	NEW
62	TODD ASSET MANAGEMENT LLC	$48.5M	1,044,495	−9,340	TRIM
63	REGIONS FINANCIAL CORP	$48.4M	1,042,770	−163,378	TRIM
64	Capital International Investors	$47.0M	1,012,148	+1,012,148	NEW
65	RAYMOND JAMES FINANCIAL INC	$47.0M	1,011,338	+268,921	ADD
66	Jain Global LLC	$46.7M	1,005,487	+986,199	ADD
67	BNP Paribas Asset Management Holding S.A.	$44.9M	965,800	+151,330	ADD
68	DEPRINCE RACE & ZOLLO INC	$43.3M	931,824	−3,170	TRIM
69	Mirae Asset Global Investments Co., Ltd.	$43.2M	928,774	+222,871	ADD
70	FIFTH THIRD BANCORP	$42.6M	916,927	+230,687	ADD
71	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$39.3M	845,603	+229,686	ADD
72	ATWOOD & PALMER INC	$38.9M	837,279	−6,649	TRIM
73	LPL Financial LLC	$38.6M	831,223	+167,249	ADD
74	Baird Financial Group, Inc.	$37.9M	816,413	+816,413	NEW
75	AMERIPRISE FINANCIAL INC	$37.5M	803,900	−195,429	TRIM
76	SCHRODER INVESTMENT MANAGEMENT GROUP	$37.0M	835,482	+9,503	ADD
77	Korea Investment CORP	$36.8M	792,358	+443,394	ADD
78	VICTORY CAPITAL MANAGEMENT INC	$36.5M	785,734	+85,109	ADD
79	ADAGE CAPITAL PARTNERS GP, L.L.C.	$36.1M	776,297	+776,297	NEW
80	Universal- Beteiligungs- und Servicegesellschaft mbH	$34.4M	740,048	+103,838	ADD
81	KING LUTHER CAPITAL MANAGEMENT CORP	$33.3M	716,398	+716,398	NEW
82	OFI INVEST ASSET MANAGEMENT	$31.3M	775,381	−38,911	TRIM
83	Focus Partners Wealth	$30.4M	653,831	+217,256	ADD
84	B. Metzler seel. Sohn & Co. AG	$29.4M	632,434	−8,099	TRIM
85	Quantinno Capital Management LP	$28.9M	623,022	+207,755	ADD
86	Holocene Advisors, LP	$28.1M	603,786	−308,696	TRIM
87	AMERICAN CENTURY COMPANIES INC	$28.0M	602,127	+208,987	ADD
88	NEW YORK STATE COMMON RETIREMENT FUND	$27.9M	601,014	+136,033	ADD
89	GW HENSSLER & ASSOCIATES LTD	$27.7M	596,763	+28,508	ADD
90	Junto Capital Management LP	$27.5M	590,978	+590,978	NEW
91	AVIVA PLC	$27.2M	584,480	+24,906	ADD
92	ARIEL INVESTMENTS, LLC	$26.4M	567,418	+567,418	NEW
93	Aberdeen Group plc	$26.4M	567,304	+30,604	ADD
94	TWO SIGMA INVESTMENTS, LP	$25.9M	558,255	+53,634	ADD
95	AQR CAPITAL MANAGEMENT LLC	$24.3M	537,463	−628,471	TRIM
96	NISA INVESTMENT ADVISORS, LLC	$23.8M	507,832	+104,803	ADD
97	STATE OF WISCONSIN INVESTMENT BOARD	$23.5M	506,824	+139,527	ADD
98	NATIONAL BANK OF CANADA /FI/	$22.7M	489,467	+213,535	ADD
99	STIFEL FINANCIAL CORP	$22.5M	484,205	+93,286	ADD
100	Mesirow Financial Investment Management, Inc.	$22.5M	483,766	−53,272	TRIM
101	AE Wealth Management LLC	$22.0M	474,246	+121,293	ADD
102	MILLENNIUM MANAGEMENT LLC	$21.5M	463,437	−585,062	TRIM
103	Vanguard Investments Australia, Ltd.	$20.8M	448,565	—	NO PRIOR
104	Chevy Chase Trust Holdings, LLC	$20.6M	443,761	+108,270	ADD
105	Cetera Investment Advisers	$19.4M	418,038	+41,148	ADD
106	Creative Planning	$19.0M	409,192	+117,451	ADD
107	DANSKE BANK A/S	$18.9M	406,474	+28,231	ADD
108	TRILLIUM ASSET MANAGEMENT, LLC	$18.7M	371,237	−116,705	TRIM
109	Cerity Partners LLC	$18.6M	400,954	+120,391	ADD
110	US BANCORP \DE\	$17.8M	382,861	+5,608	ADD
111	Asset Management One Co., Ltd.	$17.2M	371,264	+101,687	ADD
112	Pictet Asset Management Holding SA	$17.1M	368,240	+80,100	ADD
113	CITADEL ADVISORS LLC	$16.7M	360,340	+212,736	ADD
114	Mitsubishi UFJ Trust & Banking Corp	$16.7M	359,686	+77,652	ADD
115	TORONTO DOMINION BANK	$16.6M	356,573	+65,724	ADD
116	Hudson Bay Capital Management LP	$16.5M	355,240	+27,520	ADD
117	ROYAL LONDON ASSET MANAGEMENT LTD	$16.0M	344,180	+50,226	ADD
118	KLP KAPITALFORVALTNING AS	$15.8M	338,237	+98,800	ADD
119	ExodusPoint Capital Management, LP	$15.8M	340,174	+340,174	NEW
120	Stieven Capital Advisors, L.P.	$15.0M	323,493	+323,493	NEW
121	Squarepoint Ops LLC	$14.9M	321,259	−1,095,665	TRIM
122	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$14.9M	321,118	+294,987	ADD
123	Verition Fund Management LLC	$14.9M	319,802	−60,087	TRIM
124	Corient Private Wealth LLC	$14.8M	320,806	−121,118	TRIM
125	TD ASSET MANAGEMENT INC	$14.5M	312,143	+69,920	ADD
126	NOMURA ASSET MANAGEMENT CO LTD	$14.5M	311,482	+84,226	ADD
127	Tredje AP-fonden	$13.9M	299,839	−192,374	TRIM
128	ISTHMUS PARTNERS, LLC	$13.8M	296,132	−6,722	TRIM
129	HighTower Advisors, LLC	$13.6M	293,410	+118,038	ADD
130	TRUIST FINANCIAL CORP	$13.6M	292,914	+5,021	ADD
131	Midwest Trust Co	$13.5M	290,369	+1,721	ADD
132	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$13.2M	284,874	+69,093	ADD
133	CREDIT AGRICOLE S A	$13.2M	284,020	+45,444	ADD
134	Swedbank AB	$13.1M	281,114	+3,157	ADD
135	State of New Jersey Common Pension Fund D	$13.0M	280,876	+104,844	ADD
136	Pathstone Holdings, LLC	$12.8M	275,128	+135,781	ADD
137	Resona Asset Management Co.,Ltd.	$12.6M	274,215	+77,371	ADD
138	LBP AM SA	$12.5M	269,699	+26,985	ADD
139	Zurcher Kantonalbank (Zurich Cantonalbank)	$12.5M	268,091	+268,091	NEW
140	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$12.2M	261,521	+167,914	ADD
141	PUBLIC SECTOR PENSION INVESTMENT BOARD	$11.9M	256,020	+87,655	ADD
142	GUGGENHEIM CAPITAL LLC	$11.6M	249,796	+10,420	ADD
143	STATE OF MICHIGAN RETIREMENT SYSTEM	$11.4M	246,416	+62,100	ADD
144	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$11.4M	246,001	+150,157	ADD
145	PANAGORA ASSET MANAGEMENT INC	$11.4M	245,904	+93,293	ADD
146	Czech National Bank	$11.4M	245,124	+70,825	ADD
147	Arizona State Retirement System	$11.4M	244,323	+62,666	ADD
148	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$11.3M	244,155	+128,578	ADD
149	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$11.1M	238,449	+88,278	ADD
150	LMCG INVESTMENTS, LLC	$10.6M	227,245	+2,309	ADD
151	CIBC Asset Management Inc	$10.5M	226,602	+57,878	ADD
152	EDMOND DE ROTHSCHILD HOLDING S.A.	$10.5M	225,002	0	NO CHANGE
153	Wealthfront Advisers LLC	$10.3M	222,478	+33,723	ADD
154	LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE	$10.3M	221,728	+14,749	ADD
155	Ethic Inc.	$10.3M	220,714	+60,350	ADD
156	Mariner, LLC	$10.2M	220,222	−62,284	TRIM
157	SAPIENT CAPITAL LLC	$10.2M	218,033	−48,146	TRIM
158	Rafferty Asset Management, LLC	$10.2M	218,816	+17,160	ADD
159	Boston Common Asset Management, LLC	$9.9M	213,439	−81,754	TRIM
160	MetLife Investment Management, LLC	$9.8M	210,371	+51,833	ADD
161	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$9.7M	209,658	+85,903	ADD
162	CIBC Bancorp USA Inc.	$9.4M	201,778	—	NO PRIOR
163	Kestra Advisory Services, LLC	$9.2M	197,769	+71,589	ADD
164	Cambria Investment Management, L.P.	$9.1M	196,837	+18,266	ADD
165	PRIMECAP MANAGEMENT CO/CA/	$9.1M	196,260	+196,260	NEW
166	Vanguard Personalized Indexing Management, LLC	$9.0M	194,598	+75,428	ADD
167	ProShare Advisors LLC	$9.0M	193,274	+41,499	ADD
168	COMMONWEALTH EQUITY SERVICES, LLC	$8.9M	191,377	+39,787	ADD
169	Retirement Systems of Alabama	$8.9M	191,131	+50,513	ADD
170	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$8.8M	189,315	+14,357	ADD
171	DnB Asset Management AS	$8.7M	187,602	+58,546	ADD
172	Man Group plc	$8.6M	185,703	−234,375	TRIM
173	BLAIR WILLIAM & CO/IL	$8.5M	183,202	+82,420	ADD
174	VOYA INVESTMENT MANAGEMENT LLC	$8.3M	178,025	+46,805	ADD
175	Woodline Partners LP	$8.2M	176,259	+63,462	ADD
176	SEB Asset Management AB	$8.2M	176,122	—	NO PRIOR
177	IFM Investors Pty Ltd	$8.2M	176,117	+50,028	ADD
178	Ensign Peak Advisors, Inc	$8.0M	171,575	+114,221	ADD
179	Federation des caisses Desjardins du Quebec	$7.6M	163,612	+82,240	ADD
180	XPONANCE LLC	$7.5M	160,745	+51,578	ADD
181	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$7.4M	158,340	−22,828	TRIM
182	Summit Trail Advisors, LLC	$7.3M	156,509	+68,085	ADD
183	MML INVESTORS SERVICES, LLC	$7.3M	156,135	−38,406	TRIM
184	Lighthouse Investment Partners, LLC	$7.2M	155,612	+45,306	ADD
185	Daiwa Securities Group Inc.	$7.1M	153,583	+46,771	ADD
186	Access Investment Management LLC	$7.1M	153,100	0	NO CHANGE
187	OSAIC HOLDINGS, INC.	$7.1M	153,030	+12,505	ADD
188	DAYMARK WEALTH PARTNERS, LLC	$7.0M	240,088	+248	ADD
189	NATIXIS	$6.9M	147,872	−135,663	TRIM
190	Utah Retirement Systems	$6.8M	146,864	+36,972	ADD
191	JOHNSON INVESTMENT COUNSEL INC	$6.8M	145,581	+5,363	ADD
192	Swiss Life Asset Management Ltd	$6.7M	143,929	+44,695	ADD
193	GREAT LAKES ADVISORS, LLC	$6.5M	140,482	+140,482	NEW
194	MACQUARIE GROUP LTD	$6.5M	140,124	−7,396	TRIM
195	NEW ENGLAND ASSET MANAGEMENT INC	$6.5M	140,000	−4,515	TRIM
196	Clearstead Advisors, LLC	$6.5M	139,310	+19,096	ADD
197	Gotham Asset Management, LLC	$6.3M	136,513	+103,691	ADD
198	BANK OF NOVA SCOTIA	$6.3M	135,461	+31,976	ADD
199	BW Gestao de Investimentos Ltda.	$6.3M	135,000	+135,000	NEW
200	Advisory Resource Group	$6.1M	132,024	−1,596	TRIM
201	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$6.1M	131,535	+35,763	ADD
202	Vontobel Holding Ltd.	$6.1M	131,054	+116,898	ADD
203	ABN AMRO INVESTMENT SOLUTIONS	$6.1M	130,785	+12,966	ADD
204	Sanctuary Advisors, LLC	$6.0M	129,461	+64,428	ADD
205	Rakuten Investment Management, Inc.	$6.0M	133,532	+46,539	ADD
206	NEOS Investment Management LLC	$5.9M	128,066	+18,968	ADD
207	Walleye Trading LLC	$5.9M	127,725	+127,725	NEW
208	HB Wealth Management, LLC	$5.9M	126,840	+54,467	ADD
209	BAHL & GAYNOR INC	$5.9M	126,311	−4,736	TRIM
210	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$5.8M	123,922	+6,669	ADD
211	Harvest Portfolios Group Inc.	$5.7M	123,053	−11,277	TRIM
212	KETTLE HILL CAPITAL MANAGEMENT, LLC	$5.6M	119,596	+119,596	NEW
213	Venture Visionary Partners LLC	$5.5M	119,248	+10,334	ADD
214	AustralianSuper Pty Ltd	$5.5M	118,952	+4,445	ADD
215	Sumitomo Mitsui DS Asset Management Company, Ltd	$5.4M	117,028	+31,362	ADD
216	NISSAY ASSET MANAGEMENT CORP /JAPAN	$5.4M	115,270	+30,581	ADD
217	Silvant Capital Management LLC	$5.3M	113,656	+1,834	ADD
218	Sound View Wealth Advisors Group, LLC	$5.2M	112,729	+395	ADD
219	VISTA INVESTMENT PARTNERS LLC	$5.1M	109,827	+2,915	ADD
220	Stablepoint Partners, LLC	$5.0M	108,395	−2,146	TRIM
221	Unison Advisors LLC	$5.0M	107,177	+868	ADD
222	&PARTNERS	$5.0M	107,836	+13,265	ADD
223	Lido Advisors, LLC	$5.0M	106,837	+74	ADD
224	MACKENZIE FINANCIAL CORP	$4.9M	105,228	+11,189	ADD
225	PRUDENTIAL PLC	$4.8M	103,621	+92,356	ADD
226	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$4.8M	103,099	+27,400	ADD
227	Candriam S.C.A.	$4.8M	102,982	+13,171	ADD
228	Callan Family Office, LLC	$4.8M	102,871	+6,170	ADD
229	Goelzer Investment Management, Inc.	$4.8M	102,655	+1,193	ADD
230	STOREBRAND ASSET MANAGEMENT AS	$4.8M	102,561	—	NO PRIOR
231	SIMON QUICK ADVISORS, LLC	$4.7M	102,183	−7,117	TRIM
232	Joseph Group Capital Management	$4.7M	100,446	+6,175	ADD
233	USS Investment Management Ltd	$4.7M	100,184	+3,394	ADD
234	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$4.6M	98,449	+35,340	ADD
235	NewEdge Advisors, LLC	$4.5M	97,259	+97,259	NEW
236	Janus Henderson Group Ltd.	$4.5M	97,201	+16,925	ADD
237	MAI Capital Management	$4.5M	97,062	+2,863	ADD
238	MANNING & NAPIER ADVISORS LLC	$4.5M	95,816	−5,028	TRIM
239	OP Asset Management Ltd	$4.3M	92,954	—	NO PRIOR
240	WESTPAC BANKING CORP	$4.3M	92,846	+89,958	ADD
241	Steward Partners Investment Advisory, LLC	$4.2M	89,816	+70,074	ADD
242	Capital International, Inc./CA/	$4.1M	88,004	+6,969	ADD
243	M&T BANK CORP	$4.0M	86,095	+25,852	ADD
244	KEYBANK NATIONAL ASSOCIATION/OH	$4.0M	85,781	+21,365	ADD
245	FIRST MANHATTAN CO. LLC.	$4.0M	84,906	+17,022	ADD
246	OPPENHEIMER & CO INC	$4.0M	85,099	+10,583	ADD
247	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.8M	82,181	+7,288	ADD
248	OLD SECOND NATIONAL BANK OF AURORA	$3.8M	81,906	+21,932	ADD
249	Laird Norton Wetherby Trust Company, LLC	$3.7M	79,867	+29,303	ADD
250	Summit Financial, LLC	$3.7M	78,727	+78,727	NEW
251	Siemens Fonds Invest GmbH	$3.7M	79,156	+8,152	ADD
252	WealthTrust Axiom LLC	$3.6M	77,775	−950	TRIM
253	Vest Financial, LLC	$3.6M	77,658	+42,140	ADD
254	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.5M	106,291	−39,115	TRIM
255	Waterloo Capital, L.P.	$3.5M	75,749	−109	TRIM
256	OMERS ADMINISTRATION Corp	$3.5M	75,731	+47,309	ADD
257	GREENLEAF TRUST	$3.5M	75,397	+14,506	ADD
258	MALTESE CAPITAL MANAGEMENT LLC	$3.5M	75,235	−18,890	TRIM
259	Siena Capital Partners GP, LLC	$3.5M	74,922	+74,922	NEW
260	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.5M	74,595	+74,595	NEW
261	MERCER GLOBAL ADVISORS INC /ADV	$3.4M	74,203	−2,841	TRIM
262	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$3.4M	73,511	+14,555	ADD
263	SIGNET FINANCIAL MANAGEMENT, LLC	$3.4M	73,079	−758	TRIM
264	VISTA INVESTMENT PARTNERS II, LLC	$3.4M	72,915	+698	ADD
265	ASR Vermogensbeheer N.V.	$3.4M	72,494	+2,505	ADD
266	MCF Advisors LLC	$3.3M	70,204	—	NO PRIOR
267	ALERUS FINANCIAL NA	$3.2M	69,263	−543	TRIM
268	Osmosis Investment Management UK Ltd	$3.2M	67,626	+9,057	ADD
269	Elo Mutual Pension Insurance Co	$3.2M	68,129	+3,114	ADD
270	FIL Ltd	$3.1M	67,716	+21,686	ADD
271	OLD NATIONAL BANCORP /IN/	$3.1M	65,697	+48,307	ADD
272	Canada Post Corp Registered Pension Plan	$3.0M	65,461	+41,348	ADD
273	Linden Thomas Advisory Services, LLC	$3.0M	65,145	+65,145	NEW
274	Avanza Fonder AB	$3.0M	64,726	+21,739	ADD
275	Investment Management Corp of Ontario	$3.0M	64,325	+19,500	ADD
276	CIBC WORLD MARKET INC.	$3.0M	64,034	+46,035	ADD
277	Y-Intercept (Hong Kong) Ltd	$2.9M	62,994	−101,385	TRIM
278	Atria Investments, Inc	$2.9M	62,754	+9,914	ADD
279	Dana Investment Advisors, Inc.	$2.9M	62,565	−610	TRIM
280	Ameritas Investment Partners, Inc.	$2.9M	62,120	+6,877	ADD
281	BAILARD, INC.	$2.9M	61,890	+8	ADD
282	EASTERLY INVESTMENT PARTNERS LLC	$2.9M	63,144	+52,893	ADD
283	Plan Group Financial, LLC	$2.8M	61,051	+61,051	NEW
284	EVERGREEN CAPITAL MANAGEMENT LLC	$2.8M	60,546	+9,640	ADD
285	FLPUTNAM INVESTMENT MANAGEMENT CO	$2.8M	60,835	+46,658	ADD
286	Bleakley Financial Group, LLC	$2.8M	60,468	+43,419	ADD
287	BALYASNY ASSET MANAGEMENT L.P.	$2.7M	58,605	+4,479	ADD
288	SkyOak Wealth, LLC	$2.6M	55,683	+55,683	NEW
289	Vident Advisory, LLC	$2.6M	55,090	−80	TRIM
290	Elizabeth Park Capital Advisors, Ltd.	$2.6M	55,000	+55,000	NEW
291	MIZUHO SECURITIES USA LLC	$2.5M	54,412	+6,281	ADD
292	Perigon Wealth Management, LLC	$2.5M	53,701	+5,072	ADD
293	CWM, LLC	$2.5M	52,946	+25,290	ADD
294	Phoenix Financial Ltd.	$2.4M	51,720	+44,918	ADD
295	TRUST CO OF TOLEDO NA /OH/	$2.4M	52,389	−595	TRIM
296	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$2.4M	51,717	+51,717	NEW
297	GATEWAY INVESTMENT ADVISERS LLC	$2.4M	51,542	−159,360	TRIM
298	Norinchukin Bank, The	$2.4M	51,420	+13,911	ADD
299	HARTFORD INVESTMENT MANAGEMENT CO	$2.4M	51,341	+13,219	ADD
300	COMMERCE BANK	$2.4M	51,218	+25,897	ADD
301	CARRET ASSET MANAGEMENT, LLC	$2.4M	51,100	+1,000	ADD
302	Illinois Municipal Retirement Fund	$2.4M	51,100	+39,094	ADD
303	Grantham, Mayo, Van Otterloo & Co. LLC	$2.4M	50,883	+23,867	ADD
304	D.A. DAVIDSON & CO.	$2.4M	50,783	+20,862	ADD
305	Empowered Funds, LLC	$2.3M	50,073	+50,073	NEW
306	Morningstar Investment Management LLC	$2.3M	49,983	+3,562	ADD
307	Brooklyn Investment Group	$2.3M	49,617	+27,308	ADD
308	JANE STREET GROUP, LLC	$2.3M	49,553	+11,582	ADD
309	Titan Investment Management LLC	$2.3M	49,418	−8,979	TRIM
310	FIRST NATIONAL TRUST CO	$2.3M	49,383	−870	TRIM
311	SALZHAUER MICHAEL	$2.3M	49,003	+49,003	NEW
312	Sterling Capital Management LLC	$2.3M	48,966	−47,400	TRIM
313	Beacon Pointe Advisors, LLC	$2.3M	48,541	+27,160	ADD
314	ASSETMARK, INC	$2.2M	47,754	+9,808	ADD
315	Sequoia Financial Advisors, LLC	$2.2M	47,073	+11,476	ADD
316	Secure Asset Management, LLC	$2.2M	47,040	+4,154	ADD
317	CAPITAL ADVISORS INC/OK	$2.2M	46,856	+105	ADD
318	BARTLETT & CO. WEALTH MANAGEMENT LLC	$2.2M	44,032	−1,666	TRIM
319	Robeco Institutional Asset Management B.V.	$2.1M	46,210	−232	TRIM
320	Maryland State Retirement & Pension System	$2.1M	45,404	+12,830	ADD
321	QUADRANT CAPITAL GROUP LLC	$2.1M	45,203	+14,740	ADD
322	Generali Asset Management SPA SGR	$2.1M	44,838	+13,355	ADD
323	Savant Capital, LLC	$2.1M	44,517	+17,561	ADD
324	Freestone Capital Holdings, LLC	$2.0M	43,077	+43,077	NEW
325	FULLER & THALER ASSET MANAGEMENT, INC.	$2.0M	42,595	−42,595	TRIM
326	Allworth Financial LP	$2.0M	42,414	+19,054	ADD
327	Argyle Capital Management, LLC	$1.9M	41,900	0	NO CHANGE
328	ING GROEP NV	$1.9M	40,878	+10,368	ADD
329	Chicago Capital, LLC	$1.9M	40,617	−40	TRIM
330	Applied Capital LLC/FL	$1.8M	39,489	−791	TRIM
331	HBK Sorce Advisory LLC	$1.8M	36,484	−814	TRIM
332	Convergence Investment Partners, LLC	$1.8M	38,584	−1,520	TRIM
333	EVENTIDE ASSET MANAGEMENT, LLC	$1.8M	39,460	+18,173	ADD
334	HOURGLASS CAPITAL, LLC	$1.8M	38,350	−6,499	TRIM
335	MFG WEALTH MANAGEMENT, INC.	$1.8M	37,952	+37,952	NEW
336	Wealth Dimensions Group, Ltd.	$1.8M	37,671	−4,025	TRIM
337	Blackstone Inc.	$1.7M	37,281	+37,281	NEW
338	AG2R LA MONDIALE GESTION D'ACTIFS	$1.7M	37,006	+9,334	ADD
339	Donoghue Forlines LLC	$1.7M	36,947	+5,681	ADD
340	MUFG Securities EMEA plc	$1.7M	36,871	+9,706	ADD
341	Crossmark Global Holdings, Inc.	$1.7M	36,627	—	NO PRIOR
342	MGO ONE SEVEN LLC	$1.7M	36,523	+3,428	ADD
343	Capital International Sarl	$1.7M	36,446	+5,955	ADD
344	Moors & Cabot, Inc.	$1.7M	36,248	+1,995	ADD
345	Meeder Advisory Services, Inc.	$1.7M	36,059	+10,525	ADD
346	Orca Wealth Management, LLC	$1.7M	35,849	0	NO CHANGE
347	TRUSTMARK BANK TRUST DEPARTMENT	$1.6M	34,966	+11,810	ADD
348	Merit Financial Group, LLC	$1.6M	34,678	+6,176	ADD
349	World Investment Advisors	$1.6M	34,621	+24,601	ADD
350	Haverford Trust Co	$1.6M	33,546	+1,962	ADD
351	Kingsview Wealth Management, LLC	$1.6M	33,488	+12,254	ADD
352	ELEVATION POINT WEALTH PARTNERS, LLC	$1.6M	33,134	+26,418	ADD
353	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.5M	33,192	+8,011	ADD
354	Saudi Central Bank	$1.5M	33,189	+33,189	NEW
355	Linscomb Wealth, Inc.	$1.5M	33,126	+33,126	NEW
356	Metis Global Partners, LLC	$1.5M	32,935	+11,814	ADD
357	Prospera Financial Services Inc	$1.5M	32,920	+5,159	ADD
358	Ballentine Partners, LLC	$1.5M	32,819	+8,691	ADD
359	Integrated Quantitative Investments LLC	$1.5M	32,689	+32,689	NEW
360	QRG CAPITAL MANAGEMENT, INC.	$1.5M	32,513	−2,170	TRIM
361	OUTFITTERS FINANCIAL LLC	$1.5M	32,370	+2,005	ADD
362	Azimuth Capital Investment Management LLC	$1.5M	32,338	+32,338	NEW
363	NorthCrest Asset Manangement, LLC	$1.5M	31,001	+31,001	NEW
364	MELFA WEALTH MANAGEMENT, INC.	$1.4M	31,200	0	NO CHANGE
365	Waverly Advisors, LLC	$1.4M	31,196	+3,621	ADD
366	Gryphon Financial Partners LLC	$1.4M	31,194	+3,503	ADD
367	Vestmark Advisory Solutions, Inc.	$1.4M	31,183	+24,556	ADD
368	HENGEHOLD CAPITAL MANAGEMENT LLC	$1.4M	31,143	−58	TRIM
369	FIDUCIARY TRUST CO	$1.4M	30,931	+6,188	ADD
370	Allianz Asset Management GmbH	$1.4M	30,839	+7,689	ADD
371	Empirical Finance, LLC	$1.4M	30,556	+7,271	ADD
372	SBI Okasan Asset Management Co.Ltd.	$1.4M	31,650	0	NO CHANGE
373	Tidal Investments LLC	$1.4M	30,244	+14,902	ADD
374	CI INVESTMENTS INC.	$1.4M	30,233	+400	ADD
375	Legacy Bridge, LLC	$1.4M	30,105	+1,460	ADD
376	COLDSTREAM CAPITAL MANAGEMENT INC	$1.4M	29,509	+12,491	ADD
377	Lombard Odier Asset Management (Switzerland) SA	$1.4M	29,208	+18,508	ADD
378	PICTON MAHONEY ASSET MANAGEMENT	$1.4M	29,085	+29,085	NEW
379	Qube Research & Technologies Ltd	$1.3M	29,048	+29,048	NEW
380	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.3M	28,799	+7,678	ADD
381	YOUSIF CAPITAL MANAGEMENT, LLC	$1.3M	28,785	−45,773	TRIM
382	Private Advisor Group, LLC	$1.3M	28,688	+5,498	ADD
383	UMB Bank, n.a.	$1.3M	28,450	+2,262	ADD
384	RITHOLTZ WEALTH MANAGEMENT	$1.3M	28,216	+6,396	ADD
385	Cresset Asset Management, LLC	$1.3M	27,759	+4,057	ADD
386	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$1.3M	27,765	+18,357	ADD
387	Apollon Wealth Management, LLC	$1.3M	27,573	+5,142	ADD
388	Wedmont Private Capital	$1.3M	25,902	+15,243	ADD
389	Assenagon Asset Management S.A.	$1.3M	27,180	+9,052	ADD
390	MUFG SECURITIES AMERICAS INC.	$1.3M	27,065	+7,717	ADD
391	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$1.3M	27,058	+27,058	NEW
392	Concurrent Investment Advisors, LLC	$1.3M	26,971	+4,250	ADD
393	Accurate Wealth Management, LLC	$1.2M	24,705	+9,763	ADD
394	North Dakota State Investment Board	$1.2M	26,208	+3,367	ADD
395	St. Johns Investment Management Company, LLC	$1.2M	25,937	+1,036	ADD
396	LaFleur & Godfrey LLC	$1.2M	25,911	+15,214	ADD
397	ROMANO BROTHERS AND COMPANY	$1.2M	25,901	+746	ADD
398	LFG Wealth Partners, LLC	$1.2M	25,629	+1,088	ADD
399	Blue Chip Partners, LLC	$1.2M	25,549	+25,549	NEW
400	Heartland Bank & Trust Co	$1.2M	25,387	+796	ADD
401	BENJAMIN EDWARDS INC	$1.2M	25,242	+2,764	ADD
402	MEYER HANDELMAN CO	$1.2M	25,171	+25,171	NEW
403	CHOREO, LLC	$1.2M	24,921	+10,978	ADD
404	Dai-ichi Life Insurance Company, Ltd	$1.2M	24,874	0	NO CHANGE
405	SECURIAN ASSET MANAGEMENT, INC	$1.1M	24,373	+6,399	ADD
406	EQUITABLE TRUST CO	$1.1M	24,262	+32	ADD
407	Orion Porfolio Solutions, LLC	$1.1M	24,248	+9,006	ADD
408	SIGNATUREFD, LLC	$1.1M	23,913	+9,742	ADD
409	Laurel Wealth Advisors LLC	$1.1M	22,284	−500	TRIM
410	NOMURA HOLDINGS INC	$1.1M	23,506	+5,951	ADD
411	TOUNJIAN ADVISORY PARTNERS, LLC	$1.1M	23,446	+1,590	ADD
412	Kentucky Trust Co	$1.1M	23,370	+26	ADD
413	HANCOCK WHITNEY CORP	$1.1M	21,191	+21,191	NEW
414	Equitable Holdings, Inc.	$1.1M	22,883	+17,933	ADD
415	Rehmann Capital Advisory Group	$1.1M	22,650	+14,992	ADD
416	Van Hulzen Asset Management, LLC	$1.0M	22,510	−100	TRIM
417	Shakespeare Wealth Management, LLC	$1.0M	22,428	+16,480	ADD
418	OneDigital Investment Advisors LLC	$1.0M	22,425	+7,844	ADD
419	MAVERICK CAPITAL LTD	$1.0M	22,341	+22,341	NEW
420	EXCHANGE TRADED CONCEPTS, LLC	$1.0M	22,244	+14,035	ADD
421	PARK NATIONAL CORP /OH/	$1.0M	21,915	−30	TRIM
422	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.0M	21,813	+859	ADD
423	Capital Investment Advisory Services, LLC	$1.0M	21,798	+96	ADD
424	San Luis Wealth Advisors LLC	$1.0M	21,649	−173	TRIM
425	PRINCIPAL SECURITIES, INC.	$998K	21,488	+1,113	ADD
426	Bank Julius Baer & Co. Ltd, Zurich	$985K	21,943	−6,315	TRIM
427	HILL ISLAND FINANCIAL LLC	$985K	21,196	−253	TRIM
428	Parisi Gray Wealth Management	$983K	21,161	+111	ADD
429	FIDELIS CAPITAL PARTNERS, LLC	$970K	20,872	+3,686	ADD
430	INFRASTRUCTURE CAPITAL ADVISORS, LLC	$964K	20,752	+3,952	ADD
431	Fragasso Financial Advisors Inc	$964K	20,265	+74	ADD
432	TWO SIGMA SECURITIES, LLC	$958K	20,611	+20,611	NEW
433	Csenge Advisory Group	$951K	20,469	−53	TRIM
434	MOODY NATIONAL BANK TRUST DIVISION	$950K	20,450	+7,329	ADD
435	WASHINGTON TRUST BANK	$944K	20,328	0	NO CHANGE
436	VISIONARY HORIZONS, LLC	$937K	20,173	−851	TRIM
437	Advisors Capital Management, LLC	$937K	20,163	+9,681	ADD
438	Gilbert & Cook, Inc.	$930K	20,013	+256	ADD
439	BERKSHIRE ASSET MANAGEMENT LLC/PA	$929K	20,000	0	NO CHANGE
440	4WEALTH ADVISORS, INC.	$926K	20,722	+168	ADD
441	Ascent Group, LLC	$924K	19,898	+3,412	ADD
442	Legacy Capital Group California, Inc.	$924K	19,890	+10,651	ADD
443	Family Legacy, Inc.	$917K	19,732	+140	ADD
444	GROUPAMA ASSET MANAGMENT	$917K	19,729	−2,893	TRIM
445	Lakeshore Financial Planning, Inc.	$914K	19,674	+12,120	ADD
446	Alliance Private Wealth, LLC	$914K	19,673	+285	ADD
447	Midwest Financial Group LLC	$911K	19,600	+1,500	ADD
448	PATRON PARTNERS, LLC	$897K	19,310	+54	ADD
449	Intellus Advisors LLC	$896K	19,280	0	NO CHANGE
450	Arjuna Capital	$894K	19,252	+499	ADD
451	MIRABELLA FINANCIAL SERVICES LLP	$892K	19,204	+11,251	ADD
452	Kepler Cheuvreux (Suisse) SA	$887K	19,096	+19,096	NEW
453	Meiji Yasuda Asset Management Co Ltd.	$887K	19,093	+5,814	ADD
454	YANKCOM Partnership	$879K	18,930	−149	TRIM
455	Independent Advisor Alliance	$879K	18,924	+633	ADD
456	Fisher Asset Management, LLC	$874K	18,806	+12,847	ADD
457	Pinnacle Financial Partners, Inc.	$873K	18,781	+902	ADD
458	Valmark Advisers, Inc.	$873K	18,781	+765	ADD
459	PEAK6 LLC	$863K	18,572	−19,100	TRIM
460	Curi Capital, LLC	$861K	18,542	+1,246	ADD
461	Intesa Sanpaolo Wealth Management	$858K	18,465	+7,295	ADD
462	Pinnacle Wealth Planning Services, Inc.	$853K	18,367	+6,116	ADD
463	Belleair Asset Management, LLC	$851K	18,309	+18,309	NEW
464	FOUNDATIONS INVESTMENT ADVISORS, LLC	$847K	18,228	−336	TRIM
465	MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	$846K	18,200	0	NO CHANGE
466	Weiss Asset Management LP	$841K	18,095	+18,095	NEW
467	STEPHENS INC /AR/	$832K	17,900	+4,025	ADD
468	Mraz, Amerine & Associates, Inc.	$831K	17,880	0	NO CHANGE
469	Elevated Capital Advisors, LLC	$827K	17,799	−669	TRIM
470	Trivium Point Advisory, LLC	$820K	17,660	−725	TRIM
471	INTECH INVESTMENT MANAGEMENT LLC	$820K	17,654	−9,744	TRIM
472	Davis Investment Partners, LLC	$818K	17,614	+48	ADD
473	Teza Capital Management LLC	$815K	17,548	+4,720	ADD
474	CULLINAN ASSOCIATES INC	$813K	17,500	−900	TRIM
475	Capstone Financial Advisors, Inc.	$803K	17,291	−2,110	TRIM
476	Capital Investment Counsel, LLC	$799K	17,201	0	NO CHANGE
477	Plato Investment Management Ltd	$798K	17,174	0	NO CHANGE
478	Mill Capital Management, LLC	$798K	17,182	0	NO CHANGE
479	Aster Capital Management (DIFC) Ltd	$779K	19,884	+19,884	NEW
480	Checchi Capital Advisers, LLC	$779K	16,762	+6,763	ADD
481	Envestnet Portfolio Solutions, Inc.	$775K	16,674	−10,251	TRIM
482	COZAD ASSET MANAGEMENT INC	$771K	16,593	+2,200	ADD
483	HICKS CAPITAL MANAGEMENT LLC	$771K	16,587	−127	TRIM
484	Oak Thistle LLC	$768K	16,540	+16,540	NEW
485	Prasad Wealth Partners, LLC	$766K	16,493	−897	TRIM
486	PCA Investment Advisory Services Inc.	$760K	16,355	+90	ADD
487	Portland Global Advisors LLC	$759K	16,341	0	NO CHANGE
488	WOODWARD DIVERSIFIED CAPITAL, LLC	$751K	14,918	+324	ADD
489	WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	$748K	16,099	+145	ADD
490	OmniStar Financial Group, Inc.	$743K	16,007	−638	TRIM
491	JUNCTURE WEALTH STRATEGIES, LLC	$741K	15,954	+7,570	ADD
492	EP Wealth Advisors, LLC	$731K	15,731	−4,295	TRIM
493	HFG Advisors, Inc.	$730K	15,718	+221	ADD
494	Banque Cantonale Vaudoise	$712K	15,315	+1,416	ADD
495	WETZEL INVESTMENT ADVISORS, INC.	$709K	15,135	−246	TRIM
496	Octavia Wealth Advisors, LLC	$707K	15,091	+1,884	ADD
497	Arax Advisory Partners	$704K	15,157	+2,290	ADD
498	Formidable Asset Management, LLC	$691K	14,767	0	NO CHANGE
499	SHELTON WEALTH MANAGEMENT, LLC	$683K	14,710	+14,710	NEW
500	FIRST CITIZENS BANK & TRUST CO	$681K	14,652	−170	TRIM

Truncated by Public Filings. Top 500 of 975 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 · FITB

Congress · last 90 days

Buyers: 2 David J. Taylor R–OH-2, Tommy Tuberville R–AL $3K–$45K
Sellers: 2 David J. Taylor R–OH-2, Tommy Tuberville R–AL $17K–$80K

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 $6.3M held
Trimming: 1 Caxton Associates $0 held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · FIFTH THIRD BANCORP

Merged timeline of congressional filings and notable-manager moves on FITB
Date	Who	Change	Size
2026-10-15	David J. Taylor Congress	BUY	$1K–$15K
2026-09-05	David J. Taylor Congress	BUY	$1K–$15K
2026-08-06	David J. Taylor Congress	SELL	$1K–$15K
2026-08-06	David J. Taylor Congress	SELL	$1K–$15K
2026-08-05	Julie Johnson Congress	EXCHANGE	$1K–$15K
2026-08-05	Tommy Tuberville Congress	BUY	$1K–$15K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-05-15	Gotham Asset Management 13F	ADD	+103,691 sh
2026-05-14	Caxton Associates 13F	EXIT	−18,616 sh

9 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.