Who holds FWONKticker 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 ↗

LIBERTY MEDIA CORP DEL · COM LBTY ONE S C · quarter ended 2026-03-31 · 6 members disclosed FWONK ↗

435

holders13F filers reporting this class for the quarter ended 2026-03-31

$15.7B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

246

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of FWONK ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.2B	13,994,229	−677,738	trim
2	Janus Henderson Group Ltd.	$925M	10,883,212	+302,191	add
3	VANGUARD CAPITAL MANAGEMENT LLC	$853M	10,034,162	—	no prior
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$795M	9,350,744	—	no prior
5	PRINCIPAL FINANCIAL GROUP INC	$760M	8,934,358	−3,761,482	trim
6	MORGAN STANLEY	$731M	8,593,803	−541,351	trim
7	Ruane, Cunniff & Goldfarb L.P.	$455M	5,357,168	−133,950	trim
8	Jericho Capital Asset Management L.P.	$446M	5,248,396	+706,000	add
9	STATE STREET CORP	$432M	5,085,097	+252,465	add
10	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$397M	4,665,090	+981,047	add
11	BANK OF AMERICA CORP /DE/	$388M	4,561,809	+1,376,984	add
12	NAYA CAPITAL MANAGEMENT UK LTD	$377M	4,428,744	+2,314,866	add
13	Darsana Capital Partners LP	$366M	4,300,000	+700,000	add
14	SCHRODER INVESTMENT MANAGEMENT GROUP	$292M	3,433,167	−1,477,782	trim
15	D. E. Shaw & Co., Inc.	$277M	3,257,063	+1,000,648	add
16	Linonia Partnership LP	$233M	2,736,115	+2,019,830	add
17	TIGER GLOBAL MANAGEMENT LLC	$228M	2,682,000	0	no change
18	WELLINGTON MANAGEMENT GROUP LLP	$222M	2,607,310	−1,708,866	trim
19	FMR LLC	$202M	2,375,223	−4,430,065	trim
20	Artisan Partners Limited Partnership	$182M	2,139,982	−253,233	trim
21	UBS Group AG	$173M	2,030,854	+1,308,057	add
22	Dorsal Capital Management, LP	$172M	2,025,000	+900,000	add
23	EMINENCE CAPITAL, LP	$169M	1,982,673	+87,521	add
24	Findlay Park Partners LLP	$163M	1,913,057	−88,556	trim
25	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$159M	1,869,466	+66,042	add
26	HAWK RIDGE CAPITAL MANAGEMENT LP	$157M	1,849,660	+518,300	add
27	Contour Asset Management LLC	$156M	1,836,690	+627,463	add
28	Point72 Asset Management, L.P.	$143M	1,686,063	+640,096	add
29	SAMLYN CAPITAL, LLC	$143M	1,682,596	+1,213,747	add
30	TOMS Capital Investment Management LP	$136M	1,600,000	+835,000	add
31	Qube Research & Technologies Ltd	$133M	1,567,632	+1,182,156	add
32	SANDS CAPITAL MANAGEMENT, LLC	$133M	1,559,760	−522,753	trim
33	NORTHERN TRUST CORP	$130M	1,527,076	+17,313	add
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$122M	1,431,062	+98,004	add
35	VANGUARD FIDUCIARY TRUST CO	$119M	1,402,581	—	no prior
36	MILLENNIUM MANAGEMENT LLC	$119M	1,395,291	+798,309	add
37	Foxhaven Asset Management, LP	$108M	1,268,962	+1,268,962	new
38	Select Equity Group, L.P.	$107M	1,262,695	+1,262,695	new
39	FRANKLIN RESOURCES INC	$104M	1,218,318	+59,026	add
40	CITADEL ADVISORS LLC	$103M	1,206,591	−57,728	trim
41	DENDUR CAPITAL LP	$102M	1,203,000	+1,030,400	add
42	Munro Partners	$90.8M	1,068,228	−350,340	trim
43	CANTILLON CAPITAL MANAGEMENT LLC	$88.1M	1,035,685	−671,214	trim
44	Avantyr Capital Partners, LP	$84.4M	993,052	−155,688	trim
45	Nuveen, LLC	$76.5M	899,429	−2,422,719	trim
46	TD ASSET MANAGEMENT INC	$73.1M	859,706	−171,323	trim
47	Fosse Capital Partners LLP	$72.9M	857,695	0	no change
48	RENAISSANCE TECHNOLOGIES LLC	$70.4M	827,479	+623,700	add
49	BAMCO INC /NY/	$68.0M	800,000	−100,000	trim
50	WELLS FARGO & COMPANY/MN	$67.0M	788,617	+141,508	add
51	Legal & General Group Plc	$65.2M	766,717	−22,087	trim
52	CI INVESTMENTS INC.	$64.6M	759,977	−102,284	trim
53	Amundi	$64.6M	759,738	+201,643	add
54	Assenagon Asset Management S.A.	$63.6M	747,954	+664,868	add
55	SEI INVESTMENTS CO	$62.4M	734,485	−284,048	trim
56	Stockbridge Partners LLC	$62.0M	729,594	+729,594	new
57	SOMA EQUITY PARTNERS LP	$59.6M	701,564	+701,564	new
58	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$59.5M	699,511	−4,149	trim
59	AMERICAN CENTURY COMPANIES INC	$55.3M	650,188	+40,531	add
60	Troluce Capital Advisors LLC	$54.4M	640,000	+490,000	add
61	Swiss National Bank	$53.0M	623,500	+41,400	add
62	Junto Capital Management LP	$52.2M	613,909	+613,909	new
63	ROYAL BANK OF CANADA	$52.0M	611,807	+72,334	add
64	Southpoint Capital Advisors LP	$51.0M	600,000	+600,000	new
65	DEUTSCHE BANK AG\	$48.6M	571,666	+34,972	add
66	ThornTree Capital Partners LP	$43.7M	513,490	+184,661	add
67	Alamut Investment Management LLP	$41.7M	490,323	+294,012	add
68	Benchstone Capital Management LP	$37.8M	444,953	+33,889	add
69	Annex Advisory Services, LLC	$37.4M	439,548	+439,548	new
70	BALYASNY ASSET MANAGEMENT L.P.	$35.2M	414,164	−196,790	trim
71	Sellaronda Global Management LP	$34.0M	400,000	+400,000	new
72	ENVESTNET ASSET MANAGEMENT INC	$33.2M	390,046	+58,874	add
73	HSBC HOLDINGS PLC	$31.8M	373,865	−514,913	trim
74	VANGUARD ASSET MANAGEMENT, Ltd	$31.1M	366,037	—	no prior
75	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$31.0M	364,438	−279,280	trim
76	Woodline Partners LP	$30.7M	360,961	+357,076	add
77	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$30.6M	360,375	−10,414	trim
78	Blacksheep Fund Management Ltd	$29.9M	351,706	0	no change
79	Invesco Ltd.	$29.3M	344,794	+7,433	add
80	Hook Mill Capital Partners, LP	$28.3M	332,565	+332,565	new
81	Manchester Global Management (UK) Ltd	$26.8M	315,746	0	no change
82	JANE STREET GROUP, LLC	$26.7M	313,596	−193,517	trim
83	Man Group plc	$26.4M	310,521	+220,648	add
84	Quantinno Capital Management LP	$26.4M	310,148	+110,669	add
85	DAVENPORT & Co LLC	$25.4M	298,805	+298,805	new
86	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$25.2M	295,894	−81,211	trim
87	ExodusPoint Capital Management, LP	$22.0M	259,125	+238,333	add
88	RAYMOND JAMES FINANCIAL INC	$21.7M	255,328	+12,712	add
89	SOROS FUND MANAGEMENT LLC	$21.0M	246,933	+106,933	add
90	MANE GLOBAL CAPITAL MANAGEMENT LP	$20.8M	244,978	−69,182	trim
91	NEW YORK STATE COMMON RETIREMENT FUND	$20.7M	243,048	+1,488	add
92	Mitsubishi UFJ Asset Management Co., Ltd.	$20.0M	235,569	+19,011	add
93	Caledonia (Private) Investments Pty Ltd	$17.8M	209,804	0	no change
94	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$17.6M	207,297	+87,100	add
95	ShawSpring Partners LLC	$17.3M	202,928	−168,901	trim
96	ALLIANCEBERNSTEIN L.P.	$16.2M	164,686	+28,271	add
97	GREENWOOD GEARHART LLC	$15.7M	184,708	+8,830	add
98	Nishkama Capital, LLC	$15.3M	180,243	+180,243	new
99	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$15.2M	178,849	+178,849	new
100	MAPLELANE CAPITAL, LLC	$14.6M	171,500	+30,500	add
101	Polar Capital Holdings Plc	$14.2M	167,120	−20,170	trim
102	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$14.2M	166,982	0	no change
103	Schonfeld Strategic Advisors LLC	$13.0M	153,105	−92,276	trim
104	Aberdeen Group plc	$12.6M	147,972	+3,667	add
105	Eurizon Capital SGR S.p.A.	$12.6M	147,757	+121,390	add
106	CITIGROUP INC	$12.5M	147,409	−76,772	trim
107	BOOTHBAY FUND MANAGEMENT, LLC	$12.5M	146,564	+107,565	add
108	Universal- Beteiligungs- und Servicegesellschaft mbH	$12.4M	145,307	+14,159	add
109	XTX Topco Ltd	$12.2M	143,859	+96,880	add
110	Ardmore Road Asset Management LP	$11.9M	140,000	+140,000	new
111	Korea Investment CORP	$11.5M	135,463	+114,993	add
112	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$11.1M	130,963	+130,963	new
113	Symmetry Investments LP	$11.1M	130,175	+13,633	add
114	Osmosis Investment Management UK Ltd	$10.8M	127,157	−8,991	trim
115	STIFEL FINANCIAL CORP	$10.6M	124,878	+8,387	add
116	Harvey Partners, LLC	$10.5M	123,500	+123,500	new
117	STATE OF WISCONSIN INVESTMENT BOARD	$9.4M	110,768	+3,727	add
118	TWINBEECH CAPITAL LP	$9.3M	109,974	+5,568	add
119	Vanguard Global Advisers, LLC	$9.3M	109,517	—	no prior
120	Jain Global LLC	$9.2M	108,012	+18,113	add
121	Asset Management One Co., Ltd.	$9.0M	105,935	−3,695	trim
122	Engineers Gate Manager LP	$9.0M	105,594	+78,944	add
123	Vanguard Investments Australia, Ltd.	$8.9M	104,486	—	no prior
124	Tabor Asset Management, LP	$8.9M	104,098	+104,098	new
125	M & L Capital Management Ltd	$8.8M	103,965	0	no change
126	Hyperion Capital Advisors LP	$8.8M	103,343	+78,367	add
127	LPL Financial LLC	$8.6M	101,121	−33,519	trim
128	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$8.3M	97,493	+83,750	add
129	Resona Asset Management Co.,Ltd.	$8.2M	97,236	+17,405	add
130	GILDER GAGNON HOWE & CO LLC	$8.2M	96,641	+24,889	add
131	Tredje AP-fonden	$8.2M	95,900	+70,410	add
132	ROYAL LONDON ASSET MANAGEMENT LTD	$8.1M	95,011	+2,173	add
133	HORIZON KINETICS ASSET MANAGEMENT LLC	$6.9M	80,990	−627	trim
134	Pictet Asset Management Holding SA	$6.9M	80,570	−4,009	trim
135	Lincoln Capital LLC	$6.7M	79,095	+37,744	add
136	Badgley Phelps Wealth Managers, LLC	$6.7M	78,522	+78,522	new
137	CenterBook Partners LP	$6.4M	74,746	+39,183	add
138	FIRST TRUST ADVISORS LP	$6.2M	72,550	+7,806	add
139	KKM Financial LLC	$6.2M	62,489	0	no change
140	Lansforsakringar Fondforvaltning AB (publ)	$6.1M	72,300	0	no change
141	State of New Jersey Common Pension Fund D	$6.1M	71,782	0	no change
142	Ensign Peak Advisors, Inc	$6.1M	71,211	+22,441	add
143	NATIXIS	$5.8M	68,351	+67,576	add
144	NOMURA ASSET MANAGEMENT CO LTD	$5.7M	67,177	+380	add
145	Vontobel Holding Ltd.	$5.7M	66,740	+66,740	new
146	FLPUTNAM INVESTMENT MANAGEMENT CO	$5.6M	65,707	+875	add
147	Composition Wealth, LLC	$5.5M	65,050	−116	trim
148	SEB Asset Management AB	$5.4M	63,160	—	no prior
149	PRUDENTIAL PLC	$5.3M	62,721	0	no change
150	Islander Capital Partners, L.P.	$5.1M	60,000	+60,000	new
151	Arizona State Retirement System	$4.9M	57,727	−320	trim
152	STOREBRAND ASSET MANAGEMENT AS	$4.8M	56,447	—	no prior
153	Zurcher Kantonalbank (Zurich Cantonalbank)	$4.1M	48,034	+48,034	new
154	PFA Pension, Forsikringsaktieselskab	$4.0M	48,760	+48,760	new
155	Swiss Life Asset Management Ltd	$3.9M	45,710	+11,083	add
156	IFM Investors Pty Ltd	$3.7M	43,387	+3,533	add
157	STEPHENS INC /AR/	$3.6M	41,810	+1,764	add
158	National Philanthropic Trust	$3.5M	41,147	—	no prior
159	OCCUDO QUANTITATIVE STRATEGIES LP	$3.5M	40,636	+40,636	new
160	Daiwa Securities Group Inc.	$3.4M	39,748	+2,167	add
161	CLOUGH CAPITAL PARTNERS L P	$3.3M	39,034	+2,860	add
162	MAI Capital Management	$3.3M	38,838	−5,354	trim
163	ArrowMark Colorado Holdings LLC	$3.3M	38,790	−162	trim
164	Financiere des Professionnels - Fonds d'investissement inc.	$3.3M	38,769	+38,769	new
165	2Xideas AG	$3.3M	38,439	+9,590	add
166	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.2M	37,613	+294	add
167	TRILLIUM ASSET MANAGEMENT, LLC	$3.1M	33,839	−1,124	trim
168	THORNBURG INVESTMENT MANAGEMENT INC	$3.1M	36,301	+345	add
169	XPONANCE LLC	$3.0M	35,720	+4,432	add
170	FIL Ltd	$2.9M	34,524	+34,524	new
171	Utah Retirement Systems	$2.9M	34,049	−561	trim
172	FIRST MANHATTAN CO. LLC.	$2.8M	33,374	+234	add
173	COOKSON PEIRCE & CO INC	$2.8M	32,466	−6,817	trim
174	Walleye Capital LLC	$2.7M	32,104	−172,662	trim
175	TORONTO DOMINION BANK	$2.7M	32,023	−4,690	trim
176	AQR CAPITAL MANAGEMENT LLC	$2.7M	31,957	+4,828	add
177	BNP Paribas Asset Management Holding S.A.	$2.7M	31,617	+321	add
178	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.5M	29,276	−8,261	trim
179	Delta Global Management LP	$2.4M	28,180	+28,180	new
180	Swedbank AB	$2.2M	25,786	0	no change
181	WEXFORD CAPITAL LP	$2.1M	25,000	+25,000	new
182	ASR Vermogensbeheer N.V.	$2.1M	24,528	+434	add
183	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.0M	23,866	+105	add
184	CANADA PENSION PLAN INVESTMENT BOARD	$2.0M	23,813	−43,355	trim
185	Avanza Fonder AB	$1.9M	22,170	0	no change
186	Carmel Capital Partners, LLC	$1.9M	21,880	+617	add
187	H Squared Management LP	$1.8M	21,059	+21,059	new
188	Robeco Institutional Asset Management B.V.	$1.8M	20,945	+350	add
189	OP Asset Management Ltd	$1.8M	20,802	—	no prior
190	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.7M	20,431	+388	add
191	NORDEA INVESTMENT MANAGEMENT AB	$1.7M	20,835	+431	add
192	Machina Capital S.A.S.	$1.6M	18,959	+5,674	add
193	Texas Yale Capital Corp.	$1.6M	18,875	+18,875	new
194	&PARTNERS	$1.5M	18,018	+986	add
195	CREDIT INDUSTRIEL ET COMMERCIAL	$1.5M	17,900	+17,900	new
196	Bellecapital International Ltd.	$1.5M	17,575	−150	trim
197	MERCER GLOBAL ADVISORS INC /ADV	$1.5M	17,562	+843	add
198	AXQ CAPITAL, LP	$1.5M	17,502	+10,293	add
199	VOYA INVESTMENT MANAGEMENT LLC	$1.4M	16,900	−176	trim
200	Summit Trail Advisors, LLC	$1.4M	16,560	+16,560	new
201	COMMONWEALTH EQUITY SERVICES, LLC	$1.4M	16,143	+657	add
202	Congress Park Capital LLC	$1.4M	15,977	+15,977	new
203	Candriam S.C.A.	$1.4M	15,905	−570	trim
204	BANK OF NOVA SCOTIA	$1.4M	15,890	+40	add
205	Oak Thistle LLC	$1.3M	15,607	+13,286	add
206	Mariner, LLC	$1.3M	15,551	+182	add
207	Vanguard Personalized Indexing Management, LLC	$1.3M	15,545	−2,042	trim
208	Sanctuary Advisors, LLC	$1.3M	15,392	+66	add
209	Investment Management Corp of Ontario	$1.3M	15,179	−3,676	trim
210	BROWN ADVISORY INC	$1.2M	14,064	−9,019	trim
211	FIFTH THIRD BANCORP	$1.2M	13,917	+13,266	add
212	TD Waterhouse Canada Inc.	$1.2M	13,787	+8,425	add
213	Atria Investments, Inc	$1.2M	13,656	−251	trim
214	CIBC Bancorp USA Inc.	$1.2M	13,627	—	no prior
215	National Pension Service	$1.2M	13,601	+13,601	new
216	Edgestream Partners, L.P.	$1.1M	13,452	−36,125	trim
217	SCOTIA CAPITAL INC.	$1.1M	13,330	+340	add
218	INTECH INVESTMENT MANAGEMENT LLC	$1.1M	12,847	+931	add
219	HighTower Advisors, LLC	$1.1M	12,778	−1,147	trim
220	Havemeyer Place LP	$1.1M	12,721	+12,721	new
221	Corient Private Wealth LLC	$1.1M	12,802	−25,261	trim
222	BANK OF MONTREAL /CAN/	$1.0M	12,320	+3,579	add
223	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.0M	11,475	−384	trim
224	FORA Capital, LLC	$985K	11,590	+11,590	new
225	Pathstone Holdings, LLC	$946K	11,131	−920	trim
226	Clearstead Advisors, LLC	$944K	11,100	+788	add
227	COMMERCE BANK	$920K	10,820	+103	add
228	Third View Private Wealth, LLC	$915K	10,764	+1,756	add
229	Rakuten Investment Management, Inc.	$878K	10,606	+1,606	add
230	Atom Investors LP	$873K	10,267	+10,267	new
231	Maryland State Retirement & Pension System	$867K	10,195	0	no change
232	CIBC Asset Management Inc	$864K	10,158	+533	add
233	Cetera Investment Advisers	$842K	9,908	−1,272	trim
234	TOKIO MARINE ASSET MANAGEMENT CO LTD	$826K	9,715	+1,470	add
235	Qsemble Capital Management, LP	$825K	9,706	+3,356	add
236	AIRE ADVISORS, LLC	$812K	9,555	−42	trim
237	Bain Capital Public Equity, LP	$807K	9,496	+9,496	new
238	OMERS ADMINISTRATION Corp	$795K	9,346	+2,186	add
239	Totem Point Management, LLC	$780K	9,179	+3,390	add
240	MACQUARIE GROUP LTD	$770K	9,060	+339	add
241	E. Ohman J:or Asset Management AB	$757K	8,900	+2,500	add
242	WITTENBERG INVESTMENT MANAGEMENT, INC.	$723K	8,501	−54	trim
243	Rockefeller Capital Management L.P.	$721K	8,480	−235	trim
244	M&T BANK CORP	$716K	8,672	+2,817	add
245	AIGEN INVESTMENT MANAGEMENT, LP	$712K	8,380	−16,835	trim
246	Squarepoint Ops LLC	$708K	8,327	−90,344	trim
247	Vident Advisory, LLC	$694K	8,166	+2,711	add
248	MGO ONE SEVEN LLC	$689K	8,105	−45	trim
249	RAHLFS CAPITAL, LLC	$689K	8,100	0	no change
250	Creative Planning	$684K	8,045	−325	trim
251	Saudi Central Bank	$667K	7,842	+7,842	new
252	SeaBridge Investment Advisors LLC	$665K	7,825	−20,794	trim
253	MML INVESTORS SERVICES, LLC	$622K	7,311	−613	trim
254	Sequoia Financial Advisors, LLC	$620K	7,293	−449	trim
255	HB Wealth Management, LLC	$612K	7,193	−7,497	trim
256	IEQ CAPITAL, LLC	$603K	7,092	+2,193	add
257	ABN AMRO INVESTMENT SOLUTIONS	$601K	7,074	+7,074	new
258	Steward Partners Investment Advisory, LLC	$593K	6,977	+213	add
259	Sprinkle Financial Consultants LLC	$580K	6,826	+6,826	new
260	DRW Securities, LLC	$579K	6,809	+6,809	new
261	EVERGREEN CAPITAL MANAGEMENT LLC	$577K	6,792	+816	add
262	Mraz, Amerine & Associates, Inc.	$577K	6,789	0	no change
263	Diversified Trust Co	$568K	6,680	−18,388	trim
264	US BANCORP \DE\	$564K	6,638	−37	trim
265	QRG CAPITAL MANAGEMENT, INC.	$558K	6,561	+303	add
266	State of Wyoming	$552K	6,491	+3,118	add
267	Banque Transatlantique SA	$531K	6,243	+6,243	new
268	LECAP ASSET MANAGEMENT LTD	$524K	6,167	+6,167	new
269	Tidal Investments LLC	$523K	6,154	−10,613	trim
270	NewEdge Wealth, LLC	$522K	6,142	+196	add
271	North Dakota State Investment Board	$521K	6,132	−1,271	trim
272	Axiom Investment Management LLC	$510K	6,000	—	no prior
273	UMB Bank, n.a.	$505K	5,939	−10	trim
274	ALPS ADVISORS INC	$503K	5,920	+5,920	new
275	Walleye Trading LLC	$496K	5,837	+2,301	add
276	Kazazian Asset Management, LLC	$490K	5,763	+5,763	new
277	Metis Global Partners, LLC	$480K	5,640	−363	trim
278	Chicago Capital, LLC	$472K	5,547	0	no change
279	Focus Partners Wealth	$471K	5,534	−2,192	trim
280	Brevan Howard Capital Management LP	$463K	5,442	+5,442	new
281	Verition Fund Management LLC	$461K	5,425	−37,863	trim
282	TRUIST FINANCIAL CORP	$458K	5,386	−3,637	trim
283	Gilbert & Cook, Inc.	$457K	5,375	+1,137	add
284	SEIZERT CAPITAL PARTNERS, LLC	$453K	5,325	−4,624	trim
285	Empowered Funds, LLC	$444K	5,217	+5,217	new
286	OSAIC HOLDINGS, INC.	$441K	5,185	−160	trim
287	Pacific Capital Partners Ltd	$432K	5,081	+5,081	new
288	Numerai GP LLC	$430K	5,053	−1,562	trim
289	BLAIR WILLIAM & CO/IL	$423K	4,971	−204	trim
290	NewEdge Advisors, LLC	$417K	4,905	+4,905	new
291	OPPENHEIMER ASSET MANAGEMENT INC.	$394K	4,635	−5,999	trim
292	Cerity Partners LLC	$390K	4,588	+243	add
293	PRINCIPAL SECURITIES, INC.	$379K	4,462	−264	trim
294	NATIONAL BANK OF CANADA /FI/	$379K	4,448	+1,260	add
295	CREDIT AGRICOLE S A	$372K	4,371	+135	add
296	IMC-Chicago, LLC	$364K	4,286	+4,286	new
297	J. Safra Sarasin Holding AG	$363K	4,281	+4,281	new
298	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$363K	4,273	+4,273	new
299	Plancorp, LLC	$359K	4,043	+1	add
300	Vise Technologies, Inc.	$332K	3,370	0	no change
301	Farringdon Capital, Ltd.	$325K	3,817	+3,817	new
302	Magnetar Financial LLC	$323K	3,795	+3,795	new
303	Federation des caisses Desjardins du Quebec	$320K	3,762	+2,303	add
304	DV Trading LLC	$319K	3,748	+3,743	add
305	Colonial River Investments, LLC	$315K	3,710	+612	add
306	SIMON QUICK ADVISORS, LLC	$311K	3,661	−796	trim
307	Laird Norton Wetherby Trust Company, LLC	$310K	3,649	−99	trim
308	UniSuper Management Pty Ltd	$306K	3,600	0	no change
309	Storgate, LLC	$303K	3,563	+407	add
310	Aaron Wealth Advisors LLC	$297K	3,495	−5,417	trim
311	PRELUDE CAPITAL MANAGEMENT, LLC	$293K	3,451	+3,451	new
312	Waldron Private Wealth LLC	$289K	3,405	+178	add
313	TRED AVON FAMILY WEALTH, LLC	$280K	3,296	−2	trim
314	NorthRock Partners, LLC	$278K	3,264	+441	add
315	Wealthspire Advisors, LLC	$269K	3,166	−1,702	trim
316	TEACHER RETIREMENT SYSTEM OF TEXAS	$269K	3,164	−3,860	trim
317	Ascent Group, LLC	$263K	3,096	−46	trim
318	Global Endowment Management, LP	$261K	3,066	+3,066	new
319	Siemens Fonds Invest GmbH	$261K	3,064	+163	add
320	HOWLAND CAPITAL MANAGEMENT LLC	$260K	3,053	−5	trim
321	Meiji Yasuda Asset Management Co Ltd.	$250K	2,941	+687	add
322	BAKER TILLY WEALTH MANAGEMENT, LLC	$247K	2,905	+355	add
323	Frec Markets, Inc.	$242K	2,841	+2,841	new
324	Intellectus Partners, LLC	$240K	2,825	+2,825	new
325	Merit Financial Group, LLC	$238K	2,805	−1,101	trim
326	AXIOM INVESTORS LLC /DE	$236K	2,775	0	no change
327	Marks Group Wealth Management, Inc	$229K	2,693	+583	add
328	Portfolio Design Labs, LLC	$226K	2,660	0	no change
329	GATEWAY INVESTMENT ADVISERS LLC	$223K	2,626	+93	add
330	Callan Family Office, LLC	$221K	2,603	+2	add
331	Keebeck Wealth Management	$218K	2,565	0	no change
332	Snowden Capital Advisors LLC	$218K	2,560	−198	trim
333	S-Bank Fund Management Ltd	$214K	2,517	−94	trim
334	FIDUCIENT ADVISORS LLC	$209K	2,460	0	no change
335	Impact Capital Partners LLC	$209K	2,457	+418	add
336	CWM, LLC	$207K	2,435	+157	add
337	LEVIN CAPITAL STRATEGIES, L.P.	$204K	2,405	0	no change
338	Kestra Advisory Services, LLC	$204K	2,401	−1,118	trim
339	Chicago Partners Investment Group LLC	$201K	2,290	+2,290	new
340	Parcion Private Wealth LLC	$201K	2,362	+2,362	new
341	Allspring Global Investments Holdings, LLC	$194K	2,273	+90	add
342	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$154K	1,812	−77	trim
343	GLENMEDE TRUST CO NA	$134K	1,571	−88	trim
344	QUADRANT CAPITAL GROUP LLC	$104K	1,223	+19	add
345	ASSETMARK, INC	$98.8K	1,162	+233	add
346	Tower Research Capital LLC (TRC)	$87.8K	1,033	−648	trim
347	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$81.4K	958	+128	add
348	Arax Advisory Partners	$69.1K	813	−2,494	trim
349	HM PAYSON & CO	$67.3K	791	−26	trim
350	Smartleaf Asset Management LLC	$60.3K	729	+105	add
351	SJS Investment Consulting Inc.	$49.9K	587	+84	add
352	CVA Family Office, LLC	$48.5K	570	+219	add
353	Quarry LP	$47.2K	555	+333	add
354	MATHER GROUP, LLC.	$40.0K	471	+471	new
355	SIGNATUREFD, LLC	$38.2K	449	+7	add
356	CENTRAL TRUST Co	$37.2K	437	−12	trim
357	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$36.1K	425	0	no change
358	Parkside Financial Bank & Trust	$29.5K	347	+15	add
359	DELTA ASSET MANAGEMENT LLC/TN	$27.2K	320	0	no change
360	Bell Investment Advisors, Inc	$24.9K	293	−8	trim
361	Atlantic Union Bankshares Corp	$23.0K	271	+83	add
362	Twin Tree Management, LP	$19.7K	232	−13,978	trim
363	PFS Partners, LLC	$13.6K	160	0	no change
364	Larson Financial Group LLC	$13.6K	160	+78	add
365	Pinnacle Wealth Planning Services, Inc.	$13.4K	158	+15	add
366	Itau Unibanco Holding S.A.	$12.8K	151	+151	new
367	Allworth Financial LP	$12.3K	145	+39	add
368	Vanguard National Trust Co	$10.5K	123	—	no prior
369	WPG Advisers, LLC	$9.6K	113	−200	trim
370	Central Pacific Bank - Trust Division	$8.5K	100	0	no change
371	Owl Creek Wealth Partners LLC	$8.4K	99	—	no prior
372	Treasurer of the State of North Carolina	$7.6K	89,798	+1,913	add
373	Kemnay Advisory Services Inc.	$7.5K	88	+88	new
374	TD Capital Management LLC	$7.1K	83	0	no change
375	Mn Services Vermogensbeheer B.V.	$6.8K	80,255	0	no change
376	Community Financial Services Group, LLC	$6.5K	76	+76	new
377	True Wealth Design, LLC	$6.0K	70	+22	add
378	Westfuller Advisors, LLC	$5.8K	68	+18	add
379	Truvestments Capital LLC	$5.5K	65	0	no change
380	Blue Trust, Inc.	$4.9K	58	+2	add
381	Asset Dedication, LLC	$4.8K	57	0	no change
382	JNBA Financial Advisors	$4.3K	50	0	no change
383	Rachor Investment Advisory Services, LLC	$4.2K	49	+25	add
384	Bollard Group LLC	$4.1K	48,497	+48,497	new
385	ELEVATION WEALTH PARTNERS, LLC	$3.9K	46	−48	trim
386	KBC Group NV	$3.8K	44,243	−3,867	trim
387	Marquette Asset Management, LLC	$3.7K	44	−6	trim
388	Johnson Financial Group, Inc.	$3.4K	40	−218	trim
389	JFS WEALTH ADVISORS, LLC	$3.2K	34	0	no change
390	Wilmington Savings Fund Society, FSB	$3.1K	37	+37	new
391	Cromwell Holdings LLC	$3.1K	36	0	no change
392	Valued Wealth Advisors LLC	$3.0K	35	0	no change
393	Private Wealth Management Group, LLC	$2.9K	31	0	no change
394	JPL Wealth Management, LLC	$2.9K	34	+34	new
395	Kingdom Financial Group LLC.	$2.5K	29	+29	new
396	AMERIFLEX GROUP, INC.	$2.3K	27	+27	new
397	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$2.2K	26	−25	trim
398	GHP Investment Advisors, Inc.	$2.1K	25	0	no change
399	Rialto Wealth Management, LLC	$2.1K	25	+12	add
400	MV CAPITAL MANAGEMENT, INC.	$2.0K	23	+9	add
401	Dogwood Wealth Management LLC	$2.0K	23	+23	new
402	SHP Wealth Management	$1.8K	21	0	no change
403	Elequin Capital, LP	$1.8K	21	−62	trim
404	Center for Financial Planning, Inc.	$1.7K	20	0	no change
405	DekaBank Deutsche Girozentrale	$1.7K	19,073	0	no change
406	Retirement Wealth Solutions LLC	$1.4K	16	+10	add
407	Kilter Group LLC	$1.3K	15	+15	new
408	Physician Wealth Advisors, Inc.	$936	11	−10	trim
409	Caitong International Asset Management Co., Ltd	$935	11	+11	new
410	Cassaday & Co Wealth Management LLC	$851	10	+10	new
411	Vermillion Wealth Management, Inc.	$765	9	+9	new
412	ACADIAN ASSET MANAGEMENT LLC	$751	8,848	+8,848	new
413	HFM Investment Advisors, LLC	$680	8	−2	trim
414	THRIVENT FINANCIAL FOR LUTHERANS	$538	6,320	−453	trim
415	SouthState Bank Corp	$511	6	0	no change
416	Quaker Wealth Management, LLC	$511	6	+1	add
417	SITTNER & NELSON, LLC	$511	6	0	no change
418	American Capital Advisory, LLC	$511	6	−4	trim
419	Spire Wealth Management	$510	6	−2	trim
420	Mountain Hill Investment Partners Corp.	$510	6	+6	new
421	PROSPERITY BANCSHARES INC	$425	5	0	no change
422	Vestcor Inc	$342	4,025	0	no change
423	Seneschal Advisors, LLC	$341	4	0	no change
424	Triumph Capital Management	$255	3	−4	trim
425	NFSG Corp	$255	3	0	no change
426	Abound Wealth Management	$237	3	−40	trim
427	Annis Gardner Whiting Capital Advisors, LLC	$171	2	0	no change
428	Sachetta, LLC	$95	1	0	no change
429	TFC Financial Management, Inc.	$86	1	0	no change
430	Transamerica Financial Advisors, LLC	$85	1	−1	trim
431	Capital Advisors, Ltd. LLC	$15	174	0	no change
432	Capital Analysts, LLC	$3	34	+34	new
433	Avion Wealth	$3	46	+14	add
434	Penserra Capital Management LLC	$1	15	0	no change
435	Activest Wealth Management	$0	0	−1	trim
436	Virtus Investment Advisers, LLC	—	—	−20,066	exit
437	JENNISON ASSOCIATES LLC	—	—	−9,631	exit
438	VANGUARD GROUP INC	—	—	−21,133,295	exit
439	KING LUTHER CAPITAL MANAGEMENT CORP	—	—	−2,266	exit
440	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	—	—	−2,114	exit
441	Banco Santander, S.A.	—	—	−3,563	exit
442	COMERICA BANK	—	—	−13,419	exit
443	M.D. Sass, LLC	—	—	−10,047	exit
444	SSI INVESTMENT MANAGEMENT LLC	—	—	−2,078	exit
445	KINGDON CAPITAL MANAGEMENT, L.L.C.	—	—	−140,000	exit
446	SANDLER CAPITAL MANAGEMENT	—	—	−34,036	exit
447	PALISADE CAPITAL MANAGEMENT, LP	—	—	−2,061	exit
448	Sculptor Capital LP	—	—	−4,723,855	exit
449	BERKSHIRE HATHAWAY INC	—	—	−3,018,555	exit
450	CHESAPEAKE CAPITAL CORP /IL/	—	—	−3,150	exit
451	Hilltop Holdings Inc.	—	—	−703	exit
452	CIBC Private Wealth Group LLC	—	—	−4,906	exit
453	Bridgewater Associates, LP	—	—	−53,631	exit
454	NORGES BANK	—	—	−1,987,228	exit
455	J. Goldman & Co LP	—	—	−47,471	exit
456	CAPSTONE INVESTMENT ADVISORS, LLC	—	—	−6,139	exit
457	HRT FINANCIAL LP	—	—	−4,973	exit
458	TCTC Holdings, LLC	—	—	−740	exit
459	Accuvest Global Advisors	—	—	−8,178	exit
460	Skandinaviska Enskilda Banken AB (publ)	—	—	−70,508	exit
461	Allianz Asset Management GmbH	—	—	−1,051	exit
462	DT Investment Partners, LLC	—	—	−169	exit
463	MIRABELLA FINANCIAL SERVICES LLP	—	—	−25,732	exit
464	VOLORIDGE INVESTMENT MANAGEMENT, LLC	—	—	−3,825	exit
465	Private Advisor Group, LLC	—	—	−2,675	exit
466	Mirae Asset Global Investments Co., Ltd.	—	—	−32,832	exit
467	Connor, Clark & Lunn Investment Management Ltd.	—	—	−20,489	exit
468	Lighthouse Investment Partners, LLC	—	—	−71,997	exit
469	Ashe Capital Management, LP	—	—	−1,891,024	exit
470	Rehmann Capital Advisory Group	—	—	−2,417	exit
471	Lido Advisors, LLC	—	—	−2,896	exit
472	Grove Bank & Trust	—	—	−53	exit
473	CHOREO, LLC	—	—	−2,323	exit
474	OneDigital Investment Advisors LLC	—	—	−2,130	exit
475	Holocene Advisors, LP	—	—	−169,715	exit
476	McIlrath & Eck, LLC	—	—	−4	exit
477	Global Trust Asset Management, LLC	—	—	−16	exit
478	Claret Asset Management Corp	—	—	−2,174	exit
479	Elo Mutual Pension Insurance Co	—	—	−11,501	exit
480	Global Retirement Partners, LLC	—	—	−3,165	exit
481	Bain Capital Public Equity Management II, LLC	—	—	−258,592	exit
482	Avalon Trust Co	—	—	−89	exit
483	BELLEVUE ASSET MANAGEMENT, LLC	—	—	−21	exit
484	Alua Capital Management LP	—	—	−595,352	exit
485	Ascentis Independent Advisors	—	—	−2,081	exit
486	B. Metzler seel. Sohn & Co. AG	—	—	−21,623	exit
487	Concentric Capital Strategies, LP	—	—	−58,200	exit
488	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	—	—	−959,329	exit
489	PINNBROOK CAPITAL MANAGEMENT LP	—	—	−36,319	exit
490	Greenland Capital Management LP	—	—	−16,519	exit
491	AXXCESS WEALTH MANAGEMENT, LLC	—	—	−3,123	exit
492	Forum Financial Management, LP	—	—	−6,825	exit
493	Nilsine Partners, LLC	—	—	−11,251	exit
494	SageView Advisory Group, LLC	—	—	−665	exit
495	KEYSTONE INVESTORS PTE LTD	—	—	−9,319	exit
496	TRANSATLANTIQUE PRIVATE WEALTH LLC	—	—	−6,508	exit
497	Acumen Wealth Advisors, LLC	—	—	−5	exit
498	Heritage Wealth Management, Inc.	—	—	−4,195	exit
499	Dunhill Financial, LLC	—	—	−5	exit
500	LGT Financial Advisors LLC	—	—	−3	exit

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

Congress ↔ notable managers · FWONK

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

Congress · last 90 days

Buyers: 1 April McClain Delaney D–MD-6 $93K–$345K
Sellers: 1 April McClain Delaney D–MD-6 $100K–$250K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Soros Fund Management $21.0M held
Trimming: 4 Ruane Cunniff & Goldfarb, Berkshire Hathaway, Bridgewater Associates, Caxton Associates $455M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · LIBERTY MEDIA CORP DEL

Merged timeline of congressional filings and notable-manager moves on FWONK
Date	Who	Change	Size
2026-09-09	April McClain Delaney Congress	Sale	$100K–$250K
2026-09-09	April McClain Delaney Congress	Purchase	$1K–$15K
2026-09-09	April McClain Delaney Congress	Purchase	$15K–$50K
2026-09-09	April McClain Delaney Congress	Purchase	$15K–$50K
2026-08-03	April McClain Delaney Congress	Purchase	$15K–$50K
2026-08-03	April McClain Delaney Congress	Purchase	$1K–$15K
2026-08-03	April McClain Delaney Congress	Purchase	$15K–$50K
2026-08-03	April McClain Delaney Congress	Purchase	$15K–$50K
2026-08-03	April McClain Delaney Congress	Purchase	$15K–$50K
2026-08-03	April McClain Delaney Congress	Purchase	$1K–$15K
2026-05-15	Soros Fund Management 13F	add	+106,933 sh
2026-05-15	Ruane Cunniff & Goldfarb 13F	trim	−133,950 sh
2026-05-15	Berkshire Hathaway 13F	exit	−3,018,555 sh
2026-05-15	Bridgewater Associates 13F	exit	−53,631 sh
2026-05-14	Caxton Associates 13F	exit	−2,243 sh

15 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

6 members of Congress disclosed FWONK — the congressional view ↗