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 ↗

KNOWLES CORP · common stock · Q1 2026 · 3 members disclosed KN ↗

13F filers reporting this class for the quarter ended 2026-03-31: 226
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $1.9B
holders whose share count rose or who opened the position (new + add), by shares: 110
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 23

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 KN ranked by reported value, 1–25 of 254 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$345M	13,418,613	+55,470	ADD
2	VANGUARD PORTFOLIO MANAGEMENT LLC	$172M	6,683,579	—	NO PRIOR
3	DIMENSIONAL FUND ADVISORS LP	$144M	5,623,807	−114,078	TRIM
4	ARIEL INVESTMENTS, LLC	$98.1M	3,818,862	−179,779	TRIM
5	VANGUARD CAPITAL MANAGEMENT LLC	$94.2M	3,667,228	—	NO PRIOR
6	STATE STREET CORP	$85.7M	3,337,685	+27,720	ADD
7	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$75.3M	2,932,561	−186,069	TRIM
8	GEODE CAPITAL MANAGEMENT, LLC	$53.4M	2,078,140	+66,855	ADD
9	ROYCE & ASSOCIATES LP	$46.4M	1,807,137	−44,078	TRIM
10	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$32.7M	1,274,700	+41,354	ADD
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$32.6M	1,271,144	−6,402	TRIM
12	AMERIPRISE FINANCIAL INC	$32.0M	1,244,523	+243,192	ADD
13	RAYMOND JAMES FINANCIAL INC	$31.2M	1,250,948	−268,620	TRIM
14	Allspring Global Investments Holdings, LLC	$30.2M	1,151,671	−25,623	TRIM
15	VICTORY CAPITAL MANAGEMENT INC	$29.3M	1,140,571	−53,290	TRIM
16	CRAMER ROSENTHAL MCGLYNN LLC	$27.0M	1,052,262	−315,301	TRIM
17	MORGAN STANLEY	$27.0M	1,050,635	−59,899	TRIM
18	Aristotle Capital Boston, LLC	$25.8M	1,004,205	−163,203	TRIM
19	NORTHERN TRUST CORP	$22.1M	859,053	+24,746	ADD
20	Qube Research & Technologies Ltd	$21.6M	842,044	+56,262	ADD
21	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$20.8M	809,015	+25,778	ADD
22	BANK OF AMERICA CORP /DE/	$19.4M	755,323	−83,419	TRIM
23	WELLINGTON MANAGEMENT GROUP LLP	$19.4M	754,635	+25,739	ADD
24	Harvey Partners, LLC	$17.1M	664,500	+12,000	ADD
25	Aberdeen Group plc	$16.7M	649,880	+15,525	ADD

Show all 254 holders

13F holders of KN ranked by reported value, 26–254 of 254 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	SEI INVESTMENTS CO	$16.4M	639,468	+162,092	ADD
27	FRANKLIN RESOURCES INC	$14.9M	582,113	−1,222,374	TRIM
28	VANGUARD FIDUCIARY TRUST CO	$14.1M	548,063	—	NO PRIOR
29	Bank of New York Mellon Corp	$14.0M	543,697	−32,082	TRIM
30	JANE STREET GROUP, LLC	$13.0M	504,417	+127,827	ADD
31	Nuveen, LLC	$12.8M	498,627	−49,176	TRIM
32	Invesco Ltd.	$11.2M	436,541	+18,506	ADD
33	PRINCIPAL FINANCIAL GROUP INC	$11.2M	435,165	+29,221	ADD
34	NORDEA INVESTMENT MANAGEMENT AB	$10.5M	423,333	−22,556	TRIM
35	UBS Group AG	$9.1M	356,028	+14,955	ADD
36	Creative Planning	$8.9M	347,831	+40,512	ADD
37	AMERICAN CENTURY COMPANIES INC	$8.3M	324,304	−147,586	TRIM
38	PUBLIC SECTOR PENSION INVESTMENT BOARD	$7.8M	303,829	+9,159	ADD
39	AQR CAPITAL MANAGEMENT LLC	$7.6M	297,026	+103,298	ADD
40	Edgestream Partners, L.P.	$7.1M	274,840	+172,819	ADD
41	RHUMBLINE ADVISERS	$6.1M	237,038	+2,874	ADD
42	OBERWEIS ASSET MANAGEMENT INC/	$6.0M	234,200	+234,200	NEW
43	Intrinsic Edge Capital Management LLC	$5.9M	230,000	+230,000	NEW
44	Hodges Capital Management Inc.	$5.6M	217,386	+86,563	ADD
45	Connor, Clark & Lunn Investment Management Ltd.	$5.5M	215,744	+12,718	ADD
46	Legal & General Group Plc	$5.4M	208,740	−10,820	TRIM
47	Madison Asset Management, LLC	$5.3M	207,351	−12,426	TRIM
48	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$5.1M	198,469	−20,988	TRIM
49	ANCHOR CAPITAL MANAGEMENT COMPANY, LLC	$4.9M	189,817	+189,817	NEW
50	WELLS FARGO & COMPANY/MN	$4.5M	174,114	−74,012	TRIM
51	VOYA INVESTMENT MANAGEMENT LLC	$4.4M	170,504	−21,451	TRIM
52	Swiss National Bank	$4.3M	168,600	0	NO CHANGE
53	Cannell & Spears LLC	$4.3M	166,937	−2,028	TRIM
54	LAZARD ASSET MANAGEMENT LLC	$3.7M	143,188	+70,520	ADD
55	Phocas Financial Corp.	$3.5M	137,752	+93,825	ADD
56	Point72 Asset Management, L.P.	$3.4M	133,019	−31,296	TRIM
57	PRUDENTIAL FINANCIAL INC	$2.9M	111,212	+29,650	ADD
58	G2 Investment Partners Management LLC	$2.8M	110,725	+110,725	NEW
59	FMR LLC	$2.8M	108,767	+2,850	ADD
60	Universal- Beteiligungs- und Servicegesellschaft mbH	$2.7M	105,912	+38,825	ADD
61	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$2.6M	103,080	+20,751	ADD
62	CITADEL ADVISORS LLC	$2.6M	99,319	−123,644	TRIM
63	Man Group plc	$2.4M	92,683	+77,344	ADD
64	DEUTSCHE BANK AG\	$2.4M	92,354	+9,189	ADD
65	MILLENNIUM MANAGEMENT LLC	$2.3M	90,452	−185,980	TRIM
66	Amundi	$2.2M	86,254	+60,822	ADD
67	State of New Jersey Common Pension Fund D	$2.1M	82,499	−19,528	TRIM
68	ALLIANCEBERNSTEIN L.P.	$2.0M	92,722	−19,689	TRIM
69	CONFLUENCE INVESTMENT MANAGEMENT LLC	$2.0M	76,922	−32,951	TRIM
70	Y-Intercept (Hong Kong) Ltd	$2.0M	76,098	+463	ADD
71	D. E. Shaw & Co., Inc.	$1.9M	75,409	−3,547	TRIM
72	RENAISSANCE TECHNOLOGIES LLC	$1.9M	72,400	−24,974	TRIM
73	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.8M	70,264	−24,042	TRIM
74	Zurcher Kantonalbank (Zurich Cantonalbank)	$1.7M	68,114	+68,114	NEW
75	Numerai GP LLC	$1.7M	66,883	+37,050	ADD
76	Vestmark Advisory Solutions, Inc.	$1.7M	66,507	+29,711	ADD
77	DIAMOND HILL CAPITAL MANAGEMENT INC	$1.6M	63,870	+63,870	NEW
78	VANGUARD ASSET MANAGEMENT, Ltd	$1.6M	63,245	—	NO PRIOR
79	HARBER ASSET MANAGEMENT LLC	$1.6M	62,818	+62,818	NEW
80	VIRTUS ADVISERS, LLC	$1.6M	60,620	−2,196	TRIM
81	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$1.5M	60,000	+60,000	NEW
82	BROWN ADVISORY INC	$1.5M	57,168	−21	TRIM
83	EntryPoint Capital, LLC	$1.5M	56,883	+24,901	ADD
84	MARTINGALE ASSET MANAGEMENT L P	$1.4M	56,012	+56,012	NEW
85	IEQ CAPITAL, LLC	$1.4M	53,561	+27,989	ADD
86	NEW YORK STATE COMMON RETIREMENT FUND	$1.4M	52,704	+21,860	ADD
87	LPL Financial LLC	$1.3M	51,607	−1,047	TRIM
88	JOHNSON INVESTMENT COUNSEL INC	$1.3M	51,089	−454	TRIM
89	ENVESTNET ASSET MANAGEMENT INC	$1.3M	49,466	+6,918	ADD
90	ROYAL BANK OF CANADA	$1.2M	47,798	−5,204	TRIM
91	MetLife Investment Management, LLC	$1.2M	46,697	−2,254	TRIM
92	Illinois Municipal Retirement Fund	$1.2M	46,258	+2,498	ADD
93	Moran Wealth Management, LLC	$1.1M	44,494	+17,250	ADD
94	COOKSON PEIRCE & CO INC	$1.1M	44,163	+1,717	ADD
95	Quantinno Capital Management LP	$1.1M	44,014	+4,716	ADD
96	JENNISON ASSOCIATES LLC	$1.1M	43,110	−8,991	TRIM
97	FIRST TRUST ADVISORS LP	$1.1M	42,444	+8,121	ADD
98	Mariner, LLC	$1.1M	42,202	+15,519	ADD
99	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.0M	40,042	+318	ADD
100	Janus Henderson Group Ltd.	$1.0M	39,958	0	NO CHANGE
101	Freestone Grove Partners LP	$1.0M	39,409	−2,115	TRIM
102	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$985K	38,346	+1,383	ADD
103	US BANCORP \DE\	$938K	36,543	+1,615	ADD
104	Vanguard Global Advisers, LLC	$913K	35,549	—	NO PRIOR
105	CAXTON ASSOCIATES LLP	$886K	34,485	+3,396	ADD
106	Verdence Capital Advisors LLC	$759K	29,546	+29,546	NEW
107	AE Wealth Management LLC	$745K	29,006	+3,117	ADD
108	BOOTHBAY FUND MANAGEMENT, LLC	$701K	27,312	+27,312	NEW
109	Sterling Capital Management LLC	$684K	26,638	+21,966	ADD
110	Vanguard Investments Australia, Ltd.	$659K	25,666	—	NO PRIOR
111	Central Pacific Bank - Trust Division	$607K	23,654	0	NO CHANGE
112	Arizona State Retirement System	$601K	23,398	−528	TRIM
113	FIFTH THIRD BANCORP	$599K	23,342	+22,403	ADD
114	State of Wyoming	$597K	23,245	+15,857	ADD
115	TEACHER RETIREMENT SYSTEM OF TEXAS	$597K	23,244	−63,913	TRIM
116	QUADRANT CAPITAL GROUP LLC	$586K	22,838	+1,437	ADD
117	YOUSIF CAPITAL MANAGEMENT, LLC	$581K	22,621	−263	TRIM
118	INTECH INVESTMENT MANAGEMENT LLC	$566K	22,050	−11,201	TRIM
119	Corient Private Wealth LLC	$560K	21,789	−19,795	TRIM
120	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$539K	20,999	−82	TRIM
121	NorthCrest Asset Manangement, LLC	$539K	20,826	−6	TRIM
122	Inspire Investing, LLC	$522K	20,327	−1,515	TRIM
123	Brooklyn Investment Group	$511K	19,891	+7,828	ADD
124	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$498K	19,388	−100	TRIM
125	KLP KAPITALFORVALTNING AS	$490K	19,100	+800	ADD
126	CITIGROUP INC	$480K	18,702	−5,698	TRIM
127	Aster Capital Management (DIFC) Ltd	$477K	31,390	+31,390	NEW
128	TWO SIGMA INVESTMENTS, LP	$465K	18,100	+18,100	NEW
129	BARCLAYS PLC	$437K	17,014	−116,281	TRIM
130	HighTower Advisors, LLC	$429K	16,710	+3,100	ADD
131	Vanguard Personalized Indexing Management, LLC	$380K	14,780	+1,033	ADD
132	Abel Hall, LLC	$368K	14,325	+1,173	ADD
133	Gotham Asset Management, LLC	$365K	14,230	−20,527	TRIM
134	Assenagon Asset Management S.A.	$355K	13,816	0	NO CHANGE
135	Smartleaf Asset Management LLC	$344K	14,000	−5,245	TRIM
136	Pictet Asset Management Holding SA	$341K	13,294	0	NO CHANGE
137	ProShare Advisors LLC	$341K	13,293	−3,319	TRIM
138	CAPSTONE INVESTMENT ADVISORS, LLC	$330K	12,840	−959	TRIM
139	Holocene Advisors, LP	$324K	12,614	+12,614	NEW
140	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$323K	33,312	+17,507	ADD
141	CHOREO, LLC	$322K	12,544	−644	TRIM
142	OSAIC HOLDINGS, INC.	$320K	12,470	−3,463	TRIM
143	NISA INVESTMENT ADVISORS, LLC	$318K	12,401	+141	ADD
144	Maryland State Retirement & Pension System	$317K	12,347	0	NO CHANGE
145	CWM, LLC	$316K	12,307	+962	ADD
146	STIFEL FINANCIAL CORP	$305K	11,864	+205	ADD
147	HSBC HOLDINGS PLC	$297K	11,634	−13,258	TRIM
148	Financiere des Professionnels - Fonds d'investissement inc.	$289K	11,273	0	NO CHANGE
149	MERCER GLOBAL ADVISORS INC /ADV	$289K	11,266	+11,266	NEW
150	Vident Advisory, LLC	$279K	10,854	+445	ADD
151	MACKENZIE FINANCIAL CORP	$264K	10,276	−7,285	TRIM
152	Ethic Inc.	$253K	9,870	−162	TRIM
153	QRG CAPITAL MANAGEMENT, INC.	$252K	9,806	−7,065	TRIM
154	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$250K	9,718	−14	TRIM
155	COMMERCE BANK	$247K	9,600	0	NO CHANGE
156	NATIONAL BANK OF CANADA /FI/	$238K	9,284	+3	ADD
157	Private Advisor Group, LLC	$227K	8,847	+8,847	NEW
158	FOX RUN MANAGEMENT, L.L.C.	$218K	8,878	−17,023	TRIM
159	STATE OF WISCONSIN INVESTMENT BOARD	$217K	8,443	+8,443	NEW
160	XPONANCE LLC	$208K	8,095	+8,095	NEW
161	BTG Pactual Asset Management US LLC	$202K	7,867	+7,867	NEW
162	Crossmark Global Holdings, Inc.	$201K	7,836	—	NO PRIOR
163	Ameritas Investment Partners, Inc.	$183K	7,141	0	NO CHANGE
164	Tower Research Capital LLC (TRC)	$159K	6,206	+1,461	ADD
165	SIGNATUREFD, LLC	$146K	5,690	+366	ADD
166	New Age Alpha Advisors, LLC	$145K	5,655	−155	TRIM
167	Eurizon Capital SGR S.p.A.	$143K	5,803	0	NO CHANGE
168	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$105K	4,084	−51	TRIM
169	Quantbot Technologies LP	$86.7K	3,376	−62,552	TRIM
170	Larson Financial Group LLC	$66.4K	2,587	+328	ADD
171	BNP Paribas Asset Management Holding S.A.	$55.8K	2,173	+557	ADD
172	Salomon & Ludwin, LLC	$53.9K	2,085	+1,093	ADD
173	MEEDER ASSET MANAGEMENT INC	$50.7K	1,973	+1,973	NEW
174	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$41.4K	1,612	−134	TRIM
175	Pinnacle Wealth Planning Services, Inc.	$34.0K	1,324	+116	ADD
176	UMB Bank, n.a.	$31.8K	1,239	+104	ADD
177	Kemnay Advisory Services Inc.	$30.0K	1,167	+136	ADD
178	Rockefeller Capital Management L.P.	$28.5K	1,110	+109	ADD
179	Millstone Evans Group, LLC	$25.0K	973	+662	ADD
180	Steward Partners Investment Advisory, LLC	$24.9K	970	+923	ADD
181	TRUST CO OF TOLEDO NA /OH/	$20.5K	800	0	NO CHANGE
182	USA FINANCIAL FORMULAS	$18.8K	734	+734	NEW
183	Arax Advisory Partners	$17.9K	697	−340	TRIM
184	MAI Capital Management	$15.4K	599	+307	ADD
185	Allworth Financial LP	$13.8K	538	+88	ADD
186	Grove Bank & Trust	$12.2K	477	0	NO CHANGE
187	ACADIAN ASSET MANAGEMENT LLC	$10.7K	416,849	+358,774	ADD
188	DANSKE BANK A/S	$7.7K	300	−3,200	TRIM
189	Truvestments Capital LLC	$7.7K	300	0	NO CHANGE
190	Mitsubishi UFJ Asset Management Co., Ltd.	$6.6K	256	0	NO CHANGE
191	Federation des caisses Desjardins du Quebec	$6.2K	242	+242	NEW
192	Private Wealth Management Group, LLC	$5.6K	218	0	NO CHANGE
193	THRIVENT FINANCIAL FOR LUTHERANS	$5.5K	212,277	+38,107	ADD
194	DHJJ Financial Advisors, Ltd.	$5.1K	200	0	NO CHANGE
195	Bell Investment Advisors, Inc	$3.9K	152	0	NO CHANGE
196	Pinnacle Bancorp, Inc.	$2.6K	100	0	NO CHANGE
197	ALGERT GLOBAL LLC	$2.4K	93,120	+93,120	NEW
198	Geneos Wealth Management Inc.	$2.3K	90	0	NO CHANGE
199	Marquette Asset Management, LLC	$2.3K	88	+88	NEW
200	True Wealth Design, LLC	$2.2K	87	0	NO CHANGE
201	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$2.1K	82,751	−2,791	TRIM
202	Transamerica Financial Advisors, LLC	$1.9K	73	0	NO CHANGE
203	CANADA LIFE ASSURANCE Co	$1.9K	72,199	0	NO CHANGE
204	Keating Financial Advisory Services, Inc.	$1.7K	66	+66	NEW
205	FARMERS & MERCHANTS INVESTMENTS INC	$1.2K	48	−5	TRIM
206	State of Alaska, Department of Revenue	$1.2K	45,555	−1,442	TRIM
207	ASSETMARK, INC	$1.1K	44	+44	NEW
208	Manchester Capital Management LLC	$1.0K	39	0	NO CHANGE
209	Parkside Financial Bank & Trust	$977	38	0	NO CHANGE
210	SBI Securities Co., Ltd.	$796	31	−20	TRIM
211	Blue Trust, Inc.	$796	31	0	NO CHANGE
212	GILPIN WEALTH MANAGEMENT, LLC	$720	28	+15	ADD
213	AMALGAMATED BANK	$628	24,464	−477	TRIM
214	Abound Wealth Management	$611	24	−9	TRIM
215	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	$559	21,762	0	NO CHANGE
216	Retirement Wealth Solutions LLC	$540	21	−52	TRIM
217	NATIXIS ADVISORS, LLC	$537	20,907	+1,230	ADD
218	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$332	12,942	0	NO CHANGE
219	JFS WEALTH ADVISORS, LLC	$283	11	0	NO CHANGE
220	Caitong International Asset Management Co., Ltd	$257	10	+10	NEW
221	LSV ASSET MANAGEMENT	$200	7,800	0	NO CHANGE
222	Physician Wealth Advisors, Inc.	$180	7	0	NO CHANGE
223	Premier Fund Managers Ltd	$158	6,428	+6,428	NEW
224	KBC Group NV	$77	2,988	0	NO CHANGE
225	DiNuzzo Private Wealth, Inc.	$26	1	0	NO CHANGE
226	CX Institutional	$10	400	0	NO CHANGE
227	VANGUARD GROUP INC	—	—	—	n/c
228	COMERICA BANK	—	—	—	n/c
229	CIBC Private Wealth Group LLC	—	—	—	n/c
230	Global Retirement Partners, LLC	—	—	—	n/c
231	SageView Advisory Group, LLC	—	—	—	n/c
232	HARBOR CAPITAL ADVISORS, INC.	—	—	−30,810	EXIT
233	BALYASNY ASSET MANAGEMENT L.P.	—	—	−9,613	EXIT
234	Magnetar Financial LLC	—	—	−61,942	EXIT
235	GSA CAPITAL PARTNERS LLP	—	—	−36,115	EXIT
236	TWO SIGMA ADVISERS, LP	—	—	−16,900	EXIT
237	TCTC Holdings, LLC	—	—	−1,750	EXIT
238	Brevan Howard Capital Management LP	—	—	−13,061	EXIT
239	MANGROVE PARTNERS IM, LLC	—	—	−10,182	EXIT
240	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	—	—	−82,217	EXIT
241	MIRABELLA FINANCIAL SERVICES LLP	—	—	−11,406	EXIT
242	Arosa Capital Management LP	—	—	−36,000	EXIT
243	Engineers Gate Manager LP	—	—	−23,412	EXIT
244	TWINBEECH CAPITAL LP	—	—	−37,663	EXIT
245	Aquatic Capital Management LLC	—	—	−4,586	EXIT
246	XTX Topco Ltd	—	—	−66,428	EXIT
247	Kestra Advisory Services, LLC	—	—	−2,532	EXIT
248	AlphaQuest LLC	—	—	−127,605	EXIT
249	R Squared Ltd	—	—	−10,755	EXIT
250	iSAM Funds (UK) Ltd	—	—	−11,121	EXIT
251	Dunhill Financial, LLC	—	—	−2	EXIT
252	Quarry LP	—	—	−443	EXIT
253	Ballast Asset Management, LP	—	—	−167,337	EXIT
254	OPTIMA CAPITAL LLC	—	—	−38	EXIT

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

Congress ↔ notable managers · KN

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

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 Caxton Associates $886K held
Trimming: 1 Gotham Asset Management $365K held

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

Merged timeline of congressional filings and notable-manager moves on KN
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	TRIM	−20,527 sh
2026-05-14	Caxton Associates 13F	ADD	+3,396 sh

2 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.