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 ↗

LIBERTY MEDIA CORP DEL · COM LBTY ONE S C · Q1 2026 · 6 members disclosed FWONK ↗

13F filers reporting this class for the quarter ended 2026-03-31: 435
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $15.7B
holders whose share count rose or who opened the position (new + add), by shares: 246
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 68

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 FWONK ranked by reported value, 1–25 of 500 holders
#	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

Show all 500 holders

13F holders of FWONK ranked by reported value, 26–500 of 500 holders
#	Filer	Reported value	Shares	Δ shares	Change
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	VANGUARD GROUP INC	—	—	—	n/c
437	COMERICA BANK	—	—	—	n/c
438	Sculptor Capital LP	—	—	—	n/c
439	CIBC Private Wealth Group LLC	—	—	—	n/c
440	Global Retirement Partners, LLC	—	—	—	n/c
441	SageView Advisory Group, LLC	—	—	—	n/c
442	KEYSTONE INVESTORS PTE LTD	—	—	—	n/c
443	TRANSATLANTIQUE PRIVATE WEALTH LLC	—	—	—	n/c
444	Reflection Asset Management	—	—	—	n/c
445	Virtus Investment Advisers, LLC	—	—	−20,066	EXIT
446	JENNISON ASSOCIATES LLC	—	—	−9,631	EXIT
447	KING LUTHER CAPITAL MANAGEMENT CORP	—	—	−2,266	EXIT
448	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	—	—	−2,114	EXIT
449	Banco Santander, S.A.	—	—	−3,563	EXIT
450	M.D. Sass, LLC	—	—	−10,047	EXIT
451	SSI INVESTMENT MANAGEMENT LLC	—	—	−2,078	EXIT
452	KINGDON CAPITAL MANAGEMENT, L.L.C.	—	—	−140,000	EXIT
453	SANDLER CAPITAL MANAGEMENT	—	—	−34,036	EXIT
454	PALISADE CAPITAL MANAGEMENT, LP	—	—	−2,061	EXIT
455	BERKSHIRE HATHAWAY INC	—	—	−3,018,555	EXIT
456	CHESAPEAKE CAPITAL CORP /IL/	—	—	−3,150	EXIT
457	Hilltop Holdings Inc.	—	—	−703	EXIT
458	Bridgewater Associates, LP	—	—	−53,631	EXIT
459	NORGES BANK	—	—	−1,987,228	EXIT
460	J. Goldman & Co LP	—	—	−47,471	EXIT
461	CAPSTONE INVESTMENT ADVISORS, LLC	—	—	−6,139	EXIT
462	HRT FINANCIAL LP	—	—	−4,973	EXIT
463	TCTC Holdings, LLC	—	—	−740	EXIT
464	Accuvest Global Advisors	—	—	−8,178	EXIT
465	Skandinaviska Enskilda Banken AB (publ)	—	—	−70,508	EXIT
466	Allianz Asset Management GmbH	—	—	−1,051	EXIT
467	DT Investment Partners, LLC	—	—	−169	EXIT
468	MIRABELLA FINANCIAL SERVICES LLP	—	—	−25,732	EXIT
469	VOLORIDGE INVESTMENT MANAGEMENT, LLC	—	—	−3,825	EXIT
470	Private Advisor Group, LLC	—	—	−2,675	EXIT
471	Mirae Asset Global Investments Co., Ltd.	—	—	−32,832	EXIT
472	Connor, Clark & Lunn Investment Management Ltd.	—	—	−20,489	EXIT
473	Lighthouse Investment Partners, LLC	—	—	−71,997	EXIT
474	Ashe Capital Management, LP	—	—	−1,891,024	EXIT
475	Rehmann Capital Advisory Group	—	—	−2,417	EXIT
476	Lido Advisors, LLC	—	—	−2,896	EXIT
477	Grove Bank & Trust	—	—	−53	EXIT
478	CHOREO, LLC	—	—	−2,323	EXIT
479	OneDigital Investment Advisors LLC	—	—	−2,130	EXIT
480	Holocene Advisors, LP	—	—	−169,715	EXIT
481	McIlrath & Eck, LLC	—	—	−4	EXIT
482	Global Trust Asset Management, LLC	—	—	−16	EXIT
483	Claret Asset Management Corp	—	—	−2,174	EXIT
484	Elo Mutual Pension Insurance Co	—	—	−11,501	EXIT
485	Bain Capital Public Equity Management II, LLC	—	—	−258,592	EXIT
486	Avalon Trust Co	—	—	−89	EXIT
487	BELLEVUE ASSET MANAGEMENT, LLC	—	—	−21	EXIT
488	Alua Capital Management LP	—	—	−595,352	EXIT
489	Ascentis Independent Advisors	—	—	−2,081	EXIT
490	B. Metzler seel. Sohn & Co. AG	—	—	−21,623	EXIT
491	Concentric Capital Strategies, LP	—	—	−58,200	EXIT
492	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	—	—	−959,329	EXIT
493	PINNBROOK CAPITAL MANAGEMENT LP	—	—	−36,319	EXIT
494	Greenland Capital Management LP	—	—	−16,519	EXIT
495	AXXCESS WEALTH MANAGEMENT, LLC	—	—	−3,123	EXIT
496	Forum Financial Management, LP	—	—	−6,825	EXIT
497	Nilsine Partners, LLC	—	—	−11,251	EXIT
498	Acumen Wealth Advisors, LLC	—	—	−5	EXIT
499	Heritage Wealth Management, Inc.	—	—	−4,195	EXIT
500	Dunhill Financial, LLC	—	—	−5	EXIT

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

Congress ↔ notable managers · FWONK

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 2026-07-31 → 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 Soros Fund Management $21.0M held
Trimming: 4 Ruane Cunniff & Goldfarb, Berkshire Hathaway, Bridgewater Associates, Caxton Associates $455M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = 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	SELL	$100K–$250K
2026-09-09	April McClain Delaney Congress	BUY	$1K–$15K
2026-09-09	April McClain Delaney Congress	BUY	$15K–$50K
2026-09-09	April McClain Delaney Congress	BUY	$15K–$50K
2026-08-03	April McClain Delaney Congress	BUY	$15K–$50K
2026-08-03	April McClain Delaney Congress	BUY	$1K–$15K
2026-08-03	April McClain Delaney Congress	BUY	$15K–$50K
2026-08-03	April McClain Delaney Congress	BUY	$15K–$50K
2026-08-03	April McClain Delaney Congress	BUY	$15K–$50K
2026-08-03	April McClain Delaney Congress	BUY	$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, 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.