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 ↗

LOWE'S COS INC · common stock · Q1 2026 · 41 members disclosed LOW ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,065 holders are listed, largest first: 2,065
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $93.3B
holders whose share count rose or who opened the position (new + add), by shares: 870
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 134

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 LOW ranked by reported value, 1–25 of 2,065 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$9.4B	39,693,036	+45,550	ADD
2	JPMORGAN CHASE & CO	$8.6B	37,109,610	+1,043,391	ADD
3	VANGUARD CAPITAL MANAGEMENT LLC	$8.6B	36,455,463	—	NO PRIOR
4	FMR LLC	$7.5B	31,855,651	+4,328,988	ADD
5	STATE STREET CORP	$5.8B	24,448,558	−245,575	TRIM
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.4B	14,257,036	—	NO PRIOR
7	GEODE CAPITAL MANAGEMENT, LLC	$3.3B	14,112,087	+785,506	ADD
8	MORGAN STANLEY	$2.6B	11,096,154	+267,083	ADD
9	WELLS FARGO & COMPANY/MN	$2.1B	8,748,137	−226,672	TRIM
10	BANK OF AMERICA CORP /DE/	$2.0B	8,494,032	−829,573	TRIM
11	NORTHERN TRUST CORP	$1.5B	6,144,504	−418,226	TRIM
12	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.4B	6,022,364	−351,665	TRIM
13	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.3B	5,537,824	+508,159	ADD
14	Invesco Ltd.	$1.0B	4,250,107	−100,168	TRIM
15	FRANKLIN RESOURCES INC	$979M	4,143,223	+199,719	ADD
16	WELLINGTON MANAGEMENT GROUP LLP	$962M	4,072,156	−183,241	TRIM
17	Bank of New York Mellon Corp	$956M	4,047,615	+201,803	ADD
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$891M	3,771,155	+98,243	ADD
19	Legal & General Group Plc	$887M	3,755,028	+4,993	ADD
20	Aristotle Capital Management, LLC	$766M	3,242,794	−183,168	TRIM
21	VANGUARD FIDUCIARY TRUST CO	$746M	3,157,460	—	NO PRIOR
22	AMERIPRISE FINANCIAL INC	$679M	2,875,267	+220,922	ADD
23	UBS Group AG	$635M	2,687,926	−35,768	TRIM
24	Nuveen, LLC	$601M	2,542,138	−119,081	TRIM
25	ROYAL BANK OF CANADA	$556M	2,351,281	−119,760	TRIM

Show the top 500 of 2,065 holders

13F holders of LOW ranked by reported value, 26–500 of 2,065 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	VICTORY CAPITAL MANAGEMENT INC	$551M	2,330,207	+9,637	ADD
27	ALLIANCEBERNSTEIN L.P.	$462M	1,916,231	−256,315	TRIM
28	Amundi	$435M	1,839,631	−36,939	TRIM
29	Swiss National Bank	$389M	1,646,320	+109,520	ADD
30	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$375M	1,589,184	−71,566	TRIM
31	DEUTSCHE BANK AG\	$368M	1,558,370	+144,400	ADD
32	DIMENSIONAL FUND ADVISORS LP	$357M	1,510,211	+29,440	ADD
33	Focus Partners Wealth	$353M	1,493,531	+416,937	ADD
34	Robeco Institutional Asset Management B.V.	$348M	1,471,788	+937,732	ADD
35	RAYMOND JAMES FINANCIAL INC	$331M	1,400,195	+44,563	ADD
36	FIRST MANHATTAN CO. LLC.	$331M	1,399,429	−98,581	TRIM
37	SCHRODER INVESTMENT MANAGEMENT GROUP	$330M	1,395,516	−90,330	TRIM
38	SALEM INVESTMENT COUNSELORS INC	$329M	1,394,452	−141	TRIM
39	AMERICAN CENTURY COMPANIES INC	$326M	1,378,890	−56,616	TRIM
40	Sumitomo Mitsui Trust Group, Inc.	$312M	1,319,033	−38,905	TRIM
41	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$310M	1,314,005	−1,050,146	TRIM
42	HSBC HOLDINGS PLC	$305M	1,291,602	−1,282,474	TRIM
43	Eurizon Capital SGR S.p.A.	$305M	1,293,221	+14,822	ADD
44	Mitsubishi UFJ Asset Management Co., Ltd.	$303M	1,283,929	+80,836	ADD
45	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$302M	1,280,202	−214,048	TRIM
46	LONDON CO OF VIRGINIA	$293M	1,239,707	−80,582	TRIM
47	Vanguard Global Advisers, LLC	$291M	1,232,995	—	NO PRIOR
48	BARCLAYS PLC	$266M	1,124,479	−64,438	TRIM
49	ENVESTNET ASSET MANAGEMENT INC	$262M	1,107,440	+80,773	ADD
50	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$244M	1,033,232	+607,046	ADD
51	LPL Financial LLC	$234M	989,937	−3,395	TRIM
52	VANGUARD ASSET MANAGEMENT, Ltd	$229M	970,825	—	NO PRIOR
53	BANK OF MONTREAL /CAN/	$227M	960,296	+9,317	ADD
54	VOYA INVESTMENT MANAGEMENT LLC	$226M	957,010	+12,580	ADD
55	Mirova US LLC	$222M	941,425	−39,703	TRIM
56	D. E. Shaw & Co., Inc.	$208M	878,346	+68,612	ADD
57	PineStone Asset Management Inc.	$205M	866,070	−60,280	TRIM
58	Aberdeen Group plc	$202M	855,980	+48,365	ADD
59	FIL Ltd	$201M	852,129	−49,998	TRIM
60	ADAGE CAPITAL PARTNERS GP, L.L.C.	$192M	812,505	+339,600	ADD
61	Haverford Trust Co	$189M	801,571	−16,333	TRIM
62	CITIGROUP INC	$183M	776,596	−34,767	TRIM
63	M&G Plc	$178M	754,374	−164,385	TRIM
64	MARKEL GROUP INC.	$174M	738,480	+4,000	ADD
65	Universal- Beteiligungs- und Servicegesellschaft mbH	$171M	725,342	+16,966	ADD
66	CANADA PENSION PLAN INVESTMENT BOARD	$170M	718,514	+121,069	ADD
67	ProShare Advisors LLC	$162M	685,431	−75,916	TRIM
68	SEI INVESTMENTS CO	$151M	639,810	−8,813	TRIM
69	HighTower Advisors, LLC	$151M	638,590	−53,076	TRIM
70	PRINCIPAL FINANCIAL GROUP INC	$148M	625,418	+3,058	ADD
71	BROWN ADVISORY INC	$145M	613,577	−10,937	TRIM
72	STIFEL FINANCIAL CORP	$142M	600,895	−13,991	TRIM
73	Fiera Capital Corp	$141M	594,741	−66,785	TRIM
74	Pictet Asset Management Holding SA	$139M	587,248	−139,766	TRIM
75	Connor, Clark & Lunn Investment Management Ltd.	$132M	558,473	−204,851	TRIM
76	COMMERCE BANK	$127M	536,943	+45,818	ADD
77	Mariner, LLC	$126M	535,034	−9,884	TRIM
78	DAVENPORT & Co LLC	$125M	529,535	+2,924	ADD
79	GREAT LAKES ADVISORS, LLC	$116M	491,242	+19,893	ADD
80	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$116M	490,674	−3,324	TRIM
81	TRUIST FINANCIAL CORP	$115M	484,946	−7,227	TRIM
82	AVIVA PLC	$114M	483,135	+13,695	ADD
83	Holocene Advisors, LP	$114M	480,536	+480,536	NEW
84	BARTLETT & CO. WEALTH MANAGEMENT LLC	$111M	494,513	−18,578	TRIM
85	PRUDENTIAL FINANCIAL INC	$111M	470,214	−500,259	TRIM
86	Ironsides Asset Advisors, LLC	$106M	449,140	0	NO CHANGE
87	AMG National Trust Bank	$104M	439,558	+11,265	ADD
88	NORDEA INVESTMENT MANAGEMENT AB	$104M	444,936	+1,677	ADD
89	FIFTH THIRD BANCORP	$103M	436,504	+162,315	ADD
90	Hardin Capital Partners, LLC	$101M	426,702	−3,200	TRIM
91	Fisher Asset Management, LLC	$98.5M	416,961	+142	ADD
92	Ensign Peak Advisors, Inc	$97.5M	412,782	+119,850	ADD
93	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$96.6M	408,769	+408,769	NEW
94	1832 Asset Management L.P.	$94.9M	401,718	−125,000	TRIM
95	US BANCORP \DE\	$94.4M	399,325	−9,571	TRIM
96	Swedbank AB	$93.3M	394,905	+189	ADD
97	Quantinno Capital Management LP	$93.1M	393,883	+90,805	ADD
98	NOMURA ASSET MANAGEMENT CO LTD	$91.4M	386,626	−7,445	TRIM
99	AQR CAPITAL MANAGEMENT LLC	$91.3M	388,483	−143,740	TRIM
100	Zurcher Kantonalbank (Zurich Cantonalbank)	$91.3M	386,249	+386,249	NEW
101	SUMMITRY LLC	$86.2M	364,841	−2,563	TRIM
102	NATIONAL BANK OF CANADA /FI/	$84.3M	356,606	+10,819	ADD
103	COMMONWEALTH EQUITY SERVICES, LLC	$83.3M	352,393	−3,458	TRIM
104	TORONTO DOMINION BANK	$82.1M	347,344	−189,401	TRIM
105	OMERS ADMINISTRATION Corp	$81.0M	342,900	−224,642	TRIM
106	Madison Asset Management, LLC	$78.0M	330,030	−45,502	TRIM
107	Capital Research Global Investors	$77.9M	329,612	−4,587	TRIM
108	Clearbridge Investments, LLC	$77.4M	327,609	−12,726	TRIM
109	PFA Pension, Forsikringsaktieselskab	$74.5M	315,408	+315,408	NEW
110	Calamos Advisors LLC	$74.3M	314,574	−4,165	TRIM
111	JOHNSON INVESTMENT COUNSEL INC	$73.7M	311,773	−13,605	TRIM
112	Corient Private Wealth LLC	$73.2M	311,372	−422,242	TRIM
113	Wealth Intelligence, LLC	$71.3M	301,679	+3	ADD
114	WESTFIELD CAPITAL MANAGEMENT CO LP	$71.1M	300,962	+300,962	NEW
115	STATE OF WISCONSIN INVESTMENT BOARD	$71.0M	300,394	+9,848	ADD
116	Cetera Investment Advisers	$69.5M	293,946	+5,001	ADD
117	MFF Capital Investments Ltd	$68.3M	289,135	+2,300	ADD
118	CIBC Bancorp USA Inc.	$67.8M	286,981	—	NO PRIOR
119	D.A. DAVIDSON & CO.	$67.7M	286,679	−1,380	TRIM
120	APG Asset Management N.V.	$66.7M	325,116	−18,484	TRIM
121	CITADEL ADVISORS LLC	$66.2M	280,263	+124,730	ADD
122	M&T BANK CORP	$66.1M	279,877	−10,757	TRIM
123	Vanguard Investments Australia, Ltd.	$66.1M	279,579	—	NO PRIOR
124	JENNISON ASSOCIATES LLC	$66.1M	279,549	−403,139	TRIM
125	Chevy Chase Trust Holdings, LLC	$66.0M	279,199	−8,205	TRIM
126	&PARTNERS	$65.5M	279,186	−12,634	TRIM
127	Creative Planning	$65.1M	275,669	+12,609	ADD
128	SCHWARTZ INVESTMENT COUNSEL INC	$63.5M	268,550	−300	TRIM
129	DANSKE BANK A/S	$61.4M	259,837	−3,550	TRIM
130	ROYAL LONDON ASSET MANAGEMENT LTD	$61.0M	258,238	−954	TRIM
131	Modera Wealth Management, LLC	$60.7M	256,765	−19,815	TRIM
132	BLAIR WILLIAM & CO/IL	$60.6M	256,414	−49,105	TRIM
133	Cerity Partners LLC	$60.3M	255,402	−4,463	TRIM
134	Vontobel Holding Ltd.	$59.8M	253,060	−355	TRIM
135	NewEdge Advisors, LLC	$57.9M	245,098	+245,098	NEW
136	FIRST TRUST ADVISORS LP	$56.7M	239,987	−31,678	TRIM
137	JACOBS LEVY EQUITY MANAGEMENT, INC	$55.7M	235,731	−267,892	TRIM
138	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$55.6M	235,429	+8,358	ADD
139	KEYBANK NATIONAL ASSOCIATION/OH	$55.6M	235,231	−833	TRIM
140	Asset Management One Co., Ltd.	$55.0M	232,905	−456	TRIM
141	Zurich Insurance Group Ltd/FI	$54.4M	230,271	+119,511	ADD
142	Korea Investment CORP	$53.9M	228,046	−58,521	TRIM
143	MACKENZIE FINANCIAL CORP	$53.5M	226,508	+20,884	ADD
144	DELTA ASSET MANAGEMENT LLC/TN	$53.5M	226,369	−4,824	TRIM
145	BNP Paribas Asset Management Holding S.A.	$52.6M	222,673	−38,608	TRIM
146	Rockefeller Capital Management L.P.	$52.4M	221,813	+1,553	ADD
147	Glenview Trust Co	$51.9M	219,654	+11,857	ADD
148	TD ASSET MANAGEMENT INC	$51.3M	217,180	+7,342	ADD
149	ALKEON CAPITAL MANAGEMENT LLC	$50.5M	213,594	−255,000	TRIM
150	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$50.4M	299,005	−106,554	TRIM
151	OSAIC HOLDINGS, INC.	$50.2M	212,380	+3,406	ADD
152	Dixon Mitchell Investment Counsel Inc.	$49.9M	210,949	−1,531	TRIM
153	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$49.7M	210,257	+31,376	ADD
154	KLP KAPITALFORVALTNING AS	$49.0M	207,263	+4,280	ADD
155	BAMCO INC /NY/	$48.9M	206,788	−15,045	TRIM
156	Baird Financial Group, Inc.	$48.4M	204,961	+204,961	NEW
157	NISA INVESTMENT ADVISORS, LLC	$47.1M	199,336	−5,108	TRIM
158	Edgemoor Investment Advisors, Inc.	$47.0M	198,790	+264	ADD
159	Woodline Partners LP	$46.9M	198,537	+102,850	ADD
160	Vest Financial, LLC	$46.4M	196,513	−14,668	TRIM
161	GATEWAY INVESTMENT ADVISERS LLC	$46.1M	195,048	−29,015	TRIM
162	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$45.7M	193,222	−2,846	TRIM
163	State of New Jersey Common Pension Fund D	$45.4M	192,055	0	NO CHANGE
164	Resona Asset Management Co.,Ltd.	$43.5M	184,649	+3,183	ADD
165	Lansforsakringar Fondforvaltning AB (publ)	$42.6M	180,121	−16	TRIM
166	GUYASUTA INVESTMENT ADVISORS INC	$41.4M	175,193	−2,949	TRIM
167	EVENTIDE ASSET MANAGEMENT, LLC	$40.2M	170,635	+7	ADD
168	KANAWHA CAPITAL MANAGEMENT LLC	$39.8M	168,446	−911	TRIM
169	TEACHER RETIREMENT SYSTEM OF TEXAS	$39.7M	168,084	−16,232	TRIM
170	Mesirow Financial Investment Management, Inc.	$39.6M	167,659	+2,578	ADD
171	Tredje AP-fonden	$38.9M	164,828	+164,828	NEW
172	HM PAYSON & CO	$38.7M	163,663	+6,713	ADD
173	STOREBRAND ASSET MANAGEMENT AS	$38.3M	161,895	—	NO PRIOR
174	OPPENHEIMER ASSET MANAGEMENT INC.	$37.9M	160,535	+5,415	ADD
175	NORTHEAST INVESTMENT MANAGEMENT	$37.0M	156,689	−1,954	TRIM
176	Sanctuary Advisors, LLC	$36.8M	155,938	+8,010	ADD
177	ASSOCIATED BANC-CORP	$36.7M	155,495	+1,092	ADD
178	Arizona State Retirement System	$36.3M	153,714	−4,259	TRIM
179	Carnegie Investment Counsel	$36.3M	153,613	−5,219	TRIM
180	Czech National Bank	$36.1M	152,773	+4,892	ADD
181	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$35.9M	151,886	+151,886	NEW
182	BERKSHIRE ASSET MANAGEMENT LLC/PA	$35.8M	151,353	+347	ADD
183	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$34.8M	147,375	+55,420	ADD
184	TD Waterhouse Canada Inc.	$34.7M	147,186	+2,739	ADD
185	STATE OF MICHIGAN RETIREMENT SYSTEM	$34.6M	146,570	−300	TRIM
186	CIBC Asset Management Inc	$34.5M	146,200	+1,876	ADD
187	Allianz Asset Management GmbH	$34.4M	145,414	−2,459	TRIM
188	Gradient Investments LLC	$33.5M	141,600	−11,948	TRIM
189	WAYCROSS PARTNERS, LLC	$33.1M	140,036	+4,338	ADD
190	Smith Salley Wealth Management	$31.9M	134,888	+1,886	ADD
191	CHILTON CAPITAL MANAGEMENT LLC	$31.3M	132,562	−1,573	TRIM
192	RENAISSANCE GROUP LLC	$31.3M	132,538	−4,433	TRIM
193	Pathstone Holdings, LLC	$31.3M	132,532	+1,358	ADD
194	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$30.9M	130,669	+218	ADD
195	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$30.7M	129,744	−2,291	TRIM
196	Avalon Trust Co	$30.1M	127,330	+611	ADD
197	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$29.9M	126,447	−43,659	TRIM
198	EASTERN BANK	$29.4M	124,433	−16,975	TRIM
199	IFM Investors Pty Ltd	$29.3M	124,004	+3,733	ADD
200	Mirae Asset Global Investments Co., Ltd.	$28.9M	122,330	+14,392	ADD
201	MERCER GLOBAL ADVISORS INC /ADV	$28.8M	122,065	−30,953	TRIM
202	Beacon Pointe Advisors, LLC	$28.6M	121,178	+55,644	ADD
203	LAZARD ASSET MANAGEMENT LLC	$28.5M	120,693	−12,152	TRIM
204	Archon Partners LLC	$28.4M	120,000	0	NO CHANGE
205	All Terrain Financial Advisors, LLC	$28.3M	119,715	0	NO CHANGE
206	Tidal Investments LLC	$28.2M	119,443	+68,779	ADD
207	Retirement Systems of Alabama	$28.1M	119,122	−191,066	TRIM
208	DnB Asset Management AS	$28.1M	118,936	+10,879	ADD
209	Cannell & Spears LLC	$27.9M	117,895	−9,548	TRIM
210	TCTC Holdings, LLC	$27.7M	117,428	−1,012	TRIM
211	Atlantic Union Bankshares Corp	$27.7M	117,042	−14,283	TRIM
212	Covea Finance	$27.6M	116,903	+7,261	ADD
213	Verition Fund Management LLC	$27.6M	116,794	−74,962	TRIM
214	SEB Asset Management AB	$27.3M	115,574	—	NO PRIOR
215	FLPUTNAM INVESTMENT MANAGEMENT CO	$27.3M	115,517	−743	TRIM
216	Prana Capital Management, LP	$27.3M	115,404	−173,339	TRIM
217	Swiss Life Asset Management Ltd	$27.1M	114,789	+15,083	ADD
218	COUNTRY TRUST BANK	$26.9M	113,925	−12,522	TRIM
219	QRG CAPITAL MANAGEMENT, INC.	$26.6M	112,598	+16,214	ADD
220	Empowered Funds, LLC	$26.5M	112,159	+112,159	NEW
221	STEPHENS INC /AR/	$26.1M	110,534	−223	TRIM
222	Allspring Global Investments Holdings, LLC	$25.6M	108,324	+6,070	ADD
223	CREDIT AGRICOLE S A	$25.4M	107,420	−93,146	TRIM
224	ASSETMARK, INC	$25.3M	107,249	+20,123	ADD
225	J. Safra Sarasin Holding AG	$25.3M	107,272	+2,794	ADD
226	Ironvine Capital Partners, LLC	$25.3M	106,963	−3,204	TRIM
227	MARCO INVESTMENT MANAGEMENT LLC	$25.2M	106,558	−20	TRIM
228	XPONANCE LLC	$24.2M	102,561	+14,314	ADD
229	MAI Capital Management	$24.2M	102,437	+1,155	ADD
230	Rafferty Asset Management, LLC	$24.2M	102,246	−31,207	TRIM
231	Kestra Advisory Services, LLC	$24.0M	101,764	+7,054	ADD
232	Vanguard Personalized Indexing Management, LLC	$23.8M	100,742	+3,197	ADD
233	CI INVESTMENTS INC.	$23.4M	99,001	−19,065	TRIM
234	Daiwa Securities Group Inc.	$23.2M	98,333	+5,235	ADD
235	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$23.2M	98,540	−920	TRIM
236	INVESTMENT MANAGEMENT CORP /VA/ /ADV	$22.9M	97,017	+43	ADD
237	Vident Advisory, LLC	$22.7M	96,241	+7,811	ADD
238	Aptus Capital Advisors, LLC	$22.7M	95,919	−47,165	TRIM
239	Chicago Capital, LLC	$22.6M	95,828	+714	ADD
240	JONES FINANCIAL COMPANIES LLLP	$22.4M	94,727	−2,200	TRIM
241	YOUSIF CAPITAL MANAGEMENT, LLC	$22.1M	93,560	−4,634	TRIM
242	NewEdge Wealth, LLC	$22.0M	92,910	−3,946	TRIM
243	OPPENHEIMER & CO INC	$21.9M	92,865	+822	ADD
244	Andra AP-fonden	$21.7M	91,913	−71,607	TRIM
245	Clearstead Advisors, LLC	$21.5M	91,142	+44,225	ADD
246	Utah Retirement Systems	$21.5M	91,088	−1,513	TRIM
247	PUBLIC SECTOR PENSION INVESTMENT BOARD	$21.3M	90,266	+17,551	ADD
248	NBT BANK, N.A.	$21.3M	90,207	−1,216	TRIM
249	USS Investment Management Ltd	$21.0M	89,011	+1,635	ADD
250	Varma Mutual Pension Insurance Co	$20.8M	88,163	0	NO CHANGE
251	ING GROEP NV	$20.7M	87,447	+17,268	ADD
252	Ethic Inc.	$20.3M	85,979	+3,717	ADD
253	ANCHOR CAPITAL ADVISORS LLC	$19.9M	84,259	+23,913	ADD
254	Wealthfront Advisers LLC	$19.8M	83,970	−657	TRIM
255	MCRAE CAPITAL MANAGEMENT INC	$19.8M	83,686	−2,890	TRIM
256	BANK OF NOVA SCOTIA	$19.8M	83,659	−87,817	TRIM
257	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$19.7M	83,502	+2,129	ADD
258	Rakuten Investment Management, Inc.	$19.4M	83,251	+9,475	ADD
259	INVESTMENT HOUSE LLC	$19.1M	80,966	−110	TRIM
260	NEOS Investment Management LLC	$19.0M	80,506	−1,808	TRIM
261	Sumitomo Mitsui DS Asset Management Company, Ltd	$19.0M	80,244	+2,997	ADD
262	HIGHLAND CAPITAL MANAGEMENT, LLC	$18.9M	80,192	−655	TRIM
263	CIBC WORLD MARKET INC.	$18.7M	79,093	−73,018	TRIM
264	NorthCrest Asset Manangement, LLC	$18.7M	80,847	−26,450	TRIM
265	Cresset Asset Management, LLC	$18.7M	78,945	+23,987	ADD
266	FULTON BREAKEFIELD BROENNIMAN LLC	$18.6M	78,746	−30,540	TRIM
267	MILFORD FUNDS LTD	$18.5M	78,253	+78,253	NEW
268	BENJAMIN EDWARDS INC	$18.5M	78,233	+4,178	ADD
269	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$18.3M	77,315	−22,203	TRIM
270	Steward Partners Investment Advisory, LLC	$18.0M	76,053	−1,157	TRIM
271	FAGAN ASSOCIATES, INC.	$17.9M	75,681	−1,382	TRIM
272	Gotham Asset Management, LLC	$17.8M	75,469	−7,146	TRIM
273	Prospera Financial Services Inc	$17.7M	75,016	+188	ADD
274	ASR Vermogensbeheer N.V.	$17.5M	74,181	+1,347	ADD
275	Janus Henderson Group Ltd.	$17.3M	73,172	−3,647	TRIM
276	Empower Advisory Group, LLC	$17.2M	72,681	+53,557	ADD
277	NISSAY ASSET MANAGEMENT CORP /JAPAN	$17.1M	72,234	+1,067	ADD
278	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$17.0M	71,858	+1,172	ADD
279	OP Asset Management Ltd	$16.9M	71,677	—	NO PRIOR
280	Addenda Capital Inc.	$16.9M	71,421	+1,796	ADD
281	WHITTIER TRUST CO	$16.9M	71,746	+3,467	ADD
282	TOCQUEVILLE ASSET MANAGEMENT L.P.	$16.9M	71,319	−29	TRIM
283	PITTENGER & ANDERSON INC	$16.8M	71,054	−339	TRIM
284	ATWOOD & PALMER INC	$16.6M	70,190	+480	ADD
285	Private Advisor Group, LLC	$16.6M	70,046	+809	ADD
286	EP Wealth Advisors, LLC	$16.5M	69,807	−2,627	TRIM
287	NOESIS CAPITAL MANGEMENT CORP	$16.4M	69,322	+2,443	ADD
288	FACTORY MUTUAL INSURANCE CO	$16.2M	68,600	+1,400	ADD
289	Assenagon Asset Management S.A.	$16.2M	68,379	−172,834	TRIM
290	MATHER GROUP, LLC.	$16.0M	67,701	+57,173	ADD
291	Moran Wealth Management, LLC	$15.8M	67,054	+2,497	ADD
292	MML INVESTORS SERVICES, LLC	$15.7M	66,445	−7,383	TRIM
293	Live Oak Private Wealth LLC	$15.5M	65,395	+678	ADD
294	MATRIX ASSET ADVISORS INC/NY	$15.4M	65,069	+33	ADD
295	Danica Pension, Livsforsikringsaktieselskab	$15.4M	65,061	+49,271	ADD
296	Callan Family Office, LLC	$15.3M	64,606	−4,392	TRIM
297	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$15.2M	64,337	−3,086	TRIM
298	Hook Mill Capital Partners, LP	$15.2M	64,326	−46,557	TRIM
299	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$15.2M	64,182	−70	TRIM
300	FRANKLIN STREET ADVISORS INC /NC	$15.1M	63,715	−1,316	TRIM
301	GUGGENHEIM CAPITAL LLC	$15.0M	63,683	−1,364	TRIM
302	GLENMEDE TRUST CO NA	$14.9M	63,199	−2,391	TRIM
303	Illinois Municipal Retirement Fund	$14.9M	63,145	−7,592	TRIM
304	Allworth Financial LP	$14.6M	61,820	+2,646	ADD
305	Biondo Investment Advisors, LLC	$14.6M	61,794	+330	ADD
306	Richard C. Young & CO., LTD.	$14.5M	61,323	−10,863	TRIM
307	ABN AMRO INVESTMENT SOLUTIONS	$14.4M	61,133	−15,198	TRIM
308	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$14.1M	59,654	−553	TRIM
309	FIDUCIARY TRUST CO	$14.1M	59,528	−4,412	TRIM
310	Wilmington Savings Fund Society, FSB	$14.0M	59,452	−1,440	TRIM
311	PANAGORA ASSET MANAGEMENT INC	$14.0M	59,060	+43,913	ADD
312	Orion Porfolio Solutions, LLC	$13.9M	58,631	−9,246	TRIM
313	Lido Advisors, LLC	$13.7M	58,132	+8,991	ADD
314	MACQUARIE GROUP LTD	$13.6M	57,699	−31,174	TRIM
315	HB Wealth Management, LLC	$13.6M	57,577	+994	ADD
316	Vantage Investment Partners, LLC	$13.2M	56,030	−117	TRIM
317	WATERS PARKERSON & CO., LLC	$13.2M	55,996	−1,325	TRIM
318	Federation des caisses Desjardins du Quebec	$13.2M	55,857	+7,742	ADD
319	W.G. Shaheen & Associates DBA Whitney & Co	$13.1M	55,319	+119	ADD
320	Pinnacle Financial Partners, Inc.	$13.0M	54,927	+1,121	ADD
321	Candriam S.C.A.	$12.9M	54,622	+2,781	ADD
322	Avanza Fonder AB	$12.9M	54,591	+2,065	ADD
323	SFE Investment Counsel	$12.9M	54,553	−405	TRIM
324	KING LUTHER CAPITAL MANAGEMENT CORP	$12.9M	54,409	−1,565	TRIM
325	ALPS ADVISORS INC	$12.7M	53,904	−3,341	TRIM
326	OpenArc Corporate Advisory, LLC	$12.7M	53,722	+9,735	ADD
327	B. Metzler seel. Sohn & Co. AG	$12.6M	53,348	−1,287	TRIM
328	Concurrent Investment Advisors, LLC	$12.5M	53,079	−1,445	TRIM
329	Independent Advisor Alliance	$12.4M	52,516	−7,676	TRIM
330	MATTERN CAPITAL MANAGEMENT, LLC	$12.3M	52,006	−1,334	TRIM
331	Vestmark Advisory Solutions, Inc.	$12.3M	51,884	+8,814	ADD
332	BALYASNY ASSET MANAGEMENT L.P.	$12.2M	51,740	−332,598	TRIM
333	Generali Asset Management SPA SGR	$12.2M	51,459	+8,098	ADD
334	CWM, LLC	$12.0M	50,670	+2,014	ADD
335	Kingsview Wealth Management, LLC	$11.9M	50,472	+7,573	ADD
336	JGP Wealth Management, LLC	$11.9M	50,400	−1,519	TRIM
337	RWA WEALTH PARTNERS, LLC	$11.9M	50,364	−369	TRIM
338	Advocacy Wealth Management, LLC	$11.6M	49,037	−461	TRIM
339	NOVARE CAPITAL MANAGEMENT LLC	$11.5M	48,845	+619	ADD
340	Cardinal Capital Management	$11.4M	48,264	+48,264	NEW
341	BLI - Banque de Luxembourg Investments	$11.2M	46,911	+46,911	NEW
342	Capital Investment Counsel, Inc	$11.1M	46,911	−399	TRIM
343	Sequoia Financial Advisors, LLC	$11.0M	46,582	−933	TRIM
344	Crossmark Global Holdings, Inc.	$11.0M	46,402	—	NO PRIOR
345	Arvest Bank Trust Division	$10.9M	46,238	−2,633	TRIM
346	TOTH FINANCIAL ADVISORY CORP	$10.9M	45,969	+3,329	ADD
347	Merit Financial Group, LLC	$10.9M	45,963	+5,867	ADD
348	Security National Bank	$10.8M	45,810	+626	ADD
349	Investment Management Corp of Ontario	$10.8M	45,784	−13,813	TRIM
350	PINNACLE ASSOCIATES LTD	$10.8M	45,677	−380	TRIM
351	Fisher Funds Management LTD	$10.7M	45,113	−5,782	TRIM
352	REGIONS FINANCIAL CORP	$10.5M	44,607	−2,633	TRIM
353	MOTCO	$10.5M	44,590	+696	ADD
354	Walleye Trading LLC	$10.5M	44,257	+24,787	ADD
355	FIRST FOUNDATION ADVISORS	$10.4M	43,937	−184	TRIM
356	Lafayette Investments, Inc.	$10.4M	43,928	−80	TRIM
357	Atria Investments, Inc	$10.2M	43,345	−1,009	TRIM
358	DIVIDEND ASSETS CAPITAL, LLC	$10.2M	43,323	−1,927	TRIM
359	UniSuper Management Pty Ltd	$10.2M	42,959	+211	ADD
360	Channing Capital Management, LLC	$10.1M	42,769	+6,041	ADD
361	Haverford Financial Services, Inc.	$10.1M	42,746	−356	TRIM
362	Y-Intercept (Hong Kong) Ltd	$10.1M	42,736	+42,736	NEW
363	BANQUE PICTET & CIE SA	$10.1M	42,703	−589	TRIM
364	KMG FIDUCIARY PARTNERS, LLC	$10.1M	42,639	−340	TRIM
365	South Street Advisors LLC	$9.8M	41,473	+901	ADD
366	ODDO BHF ASSET MANAGEMENT SAS	$9.7M	41,204	+1,665	ADD
367	Shelter Mutual Insurance Co	$9.7M	41,120	0	NO CHANGE
368	LEVIN CAPITAL STRATEGIES, L.P.	$9.7M	40,941	+39,441	ADD
369	NIXON PEABODY TRUST CO	$9.6M	40,702	−6,451	TRIM
370	Elo Mutual Pension Insurance Co	$9.6M	40,692	+2,826	ADD
371	BAHL & GAYNOR INC	$9.5M	40,243	−709	TRIM
372	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$9.4M	39,784	+553	ADD
373	Diversified Trust Co	$9.3M	39,558	−1,084	TRIM
374	KESTRA PRIVATE WEALTH SERVICES, LLC	$9.3M	39,500	+1,986	ADD
375	ALLIANZ SE	$9.3M	39,478	+2,262	ADD
376	LOWE BROCKENBROUGH & CO INC	$9.3M	39,297	−116	TRIM
377	BRADY FAMILY WEALTH, LLC	$9.3M	39,163	+444	ADD
378	Waverly Advisors, LLC	$9.2M	38,961	+784	ADD
379	EagleClaw Capital Managment, LLC	$9.1M	38,692	−875	TRIM
380	Stratos Wealth Partners, LTD.	$8.8M	37,426	−344	TRIM
381	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$8.8M	37,360	+37,360	NEW
382	KCM INVESTMENT ADVISORS LLC	$8.7M	37,000	−322	TRIM
383	Sone Capital Management, LLC	$8.7M	36,867	+36,867	NEW
384	First Nebraska Trust Co	$8.5M	35,846	—	NO PRIOR
385	Berkeley, Inc	$8.4M	35,731	−13,298	TRIM
386	LEVEL FOUR ADVISORY SERVICES, LLC	$8.4M	35,609	+286	ADD
387	Glassy Mountain Advisors, Inc.	$8.4M	35,488	−365	TRIM
388	Equitable Holdings, Inc.	$8.2M	34,566	+23,663	ADD
389	Norinchukin Bank, The	$8.2M	34,764	−212	TRIM
390	Baugh & Associates, LLC	$8.2M	34,659	+416	ADD
391	NATIXIS	$8.1M	34,155	−81,101	TRIM
392	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$8.1M	34,110	−268	TRIM
393	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	$8.0M	33,943	−10,278	TRIM
394	MIZUHO SECURITIES USA LLC	$8.0M	33,912	−6,924	TRIM
395	Greystone Financial Group, LLC	$7.9M	33,511	−26,276	TRIM
396	EVERGREEN CAPITAL MANAGEMENT LLC	$7.9M	33,333	+3,408	ADD
397	Kesler, Norman & Wride, LLC	$7.8M	33,212	−1,461	TRIM
398	Forvis Mazars Wealth Advisors, LLC	$7.8M	32,873	−778	TRIM
399	Banque Cantonale Vaudoise	$7.7M	32,675	−4,311	TRIM
400	Advisors Asset Management, Inc.	$7.7M	32,643	−1,308	TRIM
401	Curi Capital, LLC	$7.7M	32,591	−5,076	TRIM
402	CAPITAL MANAGEMENT CORP /VA	$7.7M	32,473	−460	TRIM
403	Cornerstone Wealth Group, LLC	$7.6M	30,407	−227	TRIM
404	S.E.E.D. Planning Group LLC	$7.6M	32,106	−1,274	TRIM
405	Apollon Wealth Management, LLC	$7.6M	32,098	−1,390	TRIM
406	TWINBEECH CAPITAL LP	$7.5M	31,936	+31,936	NEW
407	Evercore Wealth Management, LLC	$7.5M	31,772	−478	TRIM
408	Unison Asset Management LLC	$7.4M	31,413	+728	ADD
409	BTC Capital Management, Inc.	$7.4M	31,399	+1,715	ADD
410	Aurdan Capital Management, LLC	$7.4M	31,374	−503	TRIM
411	Aviance Capital Partners, LLC	$7.4M	31,354	+49	ADD
412	BURNEY CO/	$7.4M	31,334	−5,803	TRIM
413	WHITTIER TRUST CO OF NEVADA INC	$7.4M	31,302	−78	TRIM
414	Bragg Financial Advisors, Inc	$7.3M	31,050	−378	TRIM
415	Venture Visionary Partners LLC	$7.2M	30,675	−7,838	TRIM
416	Moors & Cabot, Inc.	$7.2M	30,676	+1,169	ADD
417	SIGMA INVESTMENT COUNSELORS INC	$7.2M	30,631	−2,034	TRIM
418	TCV Trust & Wealth Management, Inc.	$7.2M	30,399	−679	TRIM
419	Verity & Verity, LLC	$7.2M	30,344	−780	TRIM
420	HUNTINGTON NATIONAL BANK	$7.2M	30,304	+30,304	NEW
421	UMB Bank, n.a.	$7.2M	30,304	−1,708	TRIM
422	SteelPeak Wealth, LLC	$7.1M	30,099	+22,019	ADD
423	Wealthcare Advisory Partners LLC	$7.1M	29,911	−570	TRIM
424	Wealthspire Advisors, LLC	$6.9M	29,354	+18,200	ADD
425	Meiji Yasuda Asset Management Co Ltd.	$6.9M	29,148	−2,512	TRIM
426	Laird Norton Wetherby Trust Company, LLC	$6.8M	28,963	+511	ADD
427	RITHOLTZ WEALTH MANAGEMENT	$6.8M	28,916	+4,234	ADD
428	Eastover Investment Advisors LLC	$6.8M	28,894	−108	TRIM
429	PENINSULA ASSET MANAGEMENT INC	$6.8M	28,820	−430	TRIM
430	Lombard Odier Asset Management (Switzerland) SA	$6.8M	28,806	+3,772	ADD
431	Schonfeld Strategic Advisors LLC	$6.8M	28,739	+3,965	ADD
432	World Investment Advisors	$6.7M	28,545	−740	TRIM
433	CHOREO, LLC	$6.7M	28,519	+901	ADD
434	Summit Financial, LLC	$6.7M	28,517	+2,362	ADD
435	Pitcairn Wealth Advisors LLC	$6.7M	27,856	0	NO CHANGE
436	Maryland State Retirement & Pension System	$6.7M	28,249	+302	ADD
437	DUNCKER STREETT & CO INC	$6.6M	27,850	+153	ADD
438	TWO SIGMA INVESTMENTS, LP	$6.5M	27,521	−31	TRIM
439	Cornerstone Wealth Management, LLC	$6.5M	27,507	+1,085	ADD
440	Csenge Advisory Group	$6.4M	26,897	−60	TRIM
441	Legacy Private Trust Co.	$6.3M	26,820	−1,054	TRIM
442	PATTON ALBERTSON MILLER GROUP, LLC	$6.3M	26,799	−18	TRIM
443	Midwest Trust Co	$6.3M	26,747	−153	TRIM
444	Elk River Wealth Management LLC	$6.3M	26,684	−72	TRIM
445	EVEXIA WEALTH LLC	$6.2M	25,115	−373	TRIM
446	Pure Financial Advisors, LLC	$6.1M	25,770	+438	ADD
447	Goelzer Investment Management, Inc.	$6.0M	25,380	+88	ADD
448	CITIZENS FINANCIAL GROUP INC/RI	$5.9M	25,181	−4,001	TRIM
449	Vise Technologies, Inc.	$5.8M	24,128	0	NO CHANGE
450	Asio Capital, LLC	$5.8M	24,577	+631	ADD
451	DAYMARK WEALTH PARTNERS, LLC	$5.7M	24,244	−289	TRIM
452	ELEVATION POINT WEALTH PARTNERS, LLC	$5.7M	24,146	+15,757	ADD
453	PATTEN & PATTEN INC/TN	$5.7M	23,930	−325	TRIM
454	SouthState Bank Corp	$5.6M	23,888	−286	TRIM
455	Americana Partners, LLC	$5.6M	23,883	−374	TRIM
456	Summit Trail Advisors, LLC	$5.6M	23,769	+4,661	ADD
457	Dai-ichi Life Insurance Company, Ltd	$5.6M	23,744	−1,043	TRIM
458	U.S. Capital Wealth Advisors, LLC	$5.6M	23,690	+549	ADD
459	BOOTHBAY FUND MANAGEMENT, LLC	$5.6M	23,540	−4,298	TRIM
460	Hixon Zuercher, LLC	$5.5M	23,216	−280	TRIM
461	CHATHAM CAPITAL GROUP, INC.	$5.5M	23,141	0	NO CHANGE
462	Vertrix Wealth Management, LLC	$5.5M	23,122	—	NO PRIOR
463	Stonebridge Financial Group, LLC	$5.4M	23,025	+562	ADD
464	COURIER CAPITAL LLC	$5.4M	23,023	+369	ADD
465	MUFG Securities EMEA plc	$5.4M	22,983	0	NO CHANGE
466	Trajan Wealth LLC	$5.4M	22,881	+1,531	ADD
467	Family Legacy, Inc.	$5.4M	22,794	−207	TRIM
468	AG2R LA MONDIALE GESTION D'ACTIFS	$5.4M	22,681	+300	ADD
469	Horrell Capital Management, Inc.	$5.3M	22,483	−1,993	TRIM
470	GROUP ONE TRADING LLC	$5.3M	22,324	+20,566	ADD
471	CENTRAL TRUST Co	$5.2M	22,201	−2,945	TRIM
472	Caprock Group, LLC	$5.2M	22,193	−1,380	TRIM
473	Community Financial Services Group, LLC	$5.2M	22,156	+22,156	NEW
474	Capital Investment Advisory Services, LLC	$5.2M	22,057	−1,444	TRIM
475	Triangle Securities Wealth Management	$5.2M	21,954	−992	TRIM
476	Savant Capital, LLC	$5.2M	21,947	+3,093	ADD
477	FOUNDERS CAPITAL MANAGEMENT, LLC	$5.2M	21,920	−113	TRIM
478	LMG Wealth Partners, LLC	$5.1M	21,791	+344	ADD
479	PARSONS CAPITAL MANAGEMENT INC/RI	$5.1M	21,724	+4,756	ADD
480	Brooklyn Investment Group	$5.1M	21,474	+6,119	ADD
481	Loudon Investment Management, LLC	$5.0M	21,372	−70	TRIM
482	HANCOCK WHITNEY CORP	$5.0M	21,313	+627	ADD
483	BUFFALO BUSINESS & ESTATE SERVICES LTD	$5.0M	21,358	+18	ADD
484	Lionstone Capital Management LLC	$5.0M	21,330	0	NO CHANGE
485	KINGDON CAPITAL MANAGEMENT, L.L.C.	$5.0M	21,250	+21,250	NEW
486	Obermeyer Wealth Partners	$5.0M	21,247	−640	TRIM
487	AE Wealth Management LLC	$5.0M	21,120	+2,341	ADD
488	Larson Financial Group LLC	$5.0M	21,107	+1,073	ADD
489	AMI INVESTMENT MANAGEMENT INC	$5.0M	21,074	−363	TRIM
490	Keebeck Wealth Management	$5.0M	20,999	−3,558	TRIM
491	FIRST INTERSTATE BANK	$5.0M	20,999	−917	TRIM
492	MISSION WEALTH MANAGEMENT, LP	$4.9M	20,919	+342	ADD
493	Sigma Planning Corp	$4.9M	20,899	+236	ADD
494	FIRST CITIZENS BANK & TRUST CO	$4.9M	20,867	−401	TRIM
495	Oak Asset Management, LLC	$4.9M	20,679	−94	TRIM
496	Cypress Capital Group	$4.9M	20,624	−395	TRIM
497	Metis Global Partners, LLC	$4.9M	20,556	−2,262	TRIM
498	Brookstone Capital Management	$4.8M	20,399	−110	TRIM
499	WHITENER CAPITAL MANAGEMENT, INC.	$4.8M	20,377	+132	ADD
500	Empirical Finance, LLC	$4.8M	20,321	−47	TRIM

Truncated by Public Filings. Top 500 of 2,065 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 · LOW

Congress · last 90 days

Buyers: 0 — —
Sellers: 3 Kevin Hern R–OK-1, Pete Sessions R–TX-17, Sheldon Whitehouse D–RI $19K–$110K

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 Markel Group $174M held
Trimming: 2 Gotham Asset Management, Viking Global Investors $17.8M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · LOWE'S COS INC

Merged timeline of congressional filings and notable-manager moves on LOW
Date	Who	Change	Size
2026-10-27	Pete Sessions Congress	SELL	$15K–$50K
2026-10-13	Kevin Hern Congress	SELL	$1K–$15K
2026-09-25	Kevin Hern Congress	SELL	$1K–$15K
2026-09-01	Kevin Hern Congress	SELL	$1K–$15K
2026-08-03	Sheldon Whitehouse Congress	SELL	$1K–$15K
2026-05-15	Gotham Asset Management 13F	TRIM	−7,146 sh
2026-05-15	Viking Global Investors 13F	EXIT	−912,040 sh
2026-05-01	Markel Group 13F	ADD	+4,000 sh

8 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.