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 ↗

ALTRIA GROUP INC · common stock · Q1 2026 · 34 members disclosed MO ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,050 holders are listed, largest first: 2,050
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $62.5B
holders whose share count rose or who opened the position (new + add), by shares: 1,017
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 107

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 MO ranked by reported value, 1–25 of 2,050 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$8.2B	124,747,991	−5,061,285	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$7.2B	108,836,042	—	NO PRIOR
3	STATE STREET CORP	$4.8B	71,792,319	−1,038,212	TRIM
4	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$3.6B	54,280,109	−11,236,807	TRIM
5	GEODE CAPITAL MANAGEMENT, LLC	$3.1B	47,022,658	+1,037,940	ADD
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.3B	35,208,188	—	NO PRIOR
7	Capital Research Global Investors	$1.7B	25,679,912	+13,531,844	ADD
8	MORGAN STANLEY	$1.6B	24,455,729	+2,149,556	ADD
9	GQG Partners LLC	$1.6B	23,836,839	−1,221,598	TRIM
10	AMERIPRISE FINANCIAL INC	$1.4B	21,503,069	−295,271	TRIM
11	Capital World Investors	$1.2B	18,416,099	−19,188	TRIM
12	NORTHERN TRUST CORP	$1.1B	16,039,394	−330,170	TRIM
13	BANK OF AMERICA CORP /DE/	$996M	15,099,821	−823,167	TRIM
14	Bank of New York Mellon Corp	$853M	12,929,142	+133,676	ADD
15	Invesco Ltd.	$774M	11,728,149	−188,252	TRIM
16	Legal & General Group Plc	$648M	9,822,049	+783,574	ADD
17	VANGUARD FIDUCIARY TRUST CO	$623M	9,443,583	—	NO PRIOR
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$607M	9,202,240	−2,762,939	TRIM
19	ROYAL BANK OF CANADA	$528M	7,995,715	−1,800,302	TRIM
20	Nuveen, LLC	$514M	7,792,120	+1,910,059	ADD
21	UBS Group AG	$499M	7,559,011	−784,795	TRIM
22	FIRST TRUST ADVISORS LP	$443M	6,713,303	+41,333	ADD
23	BARCLAYS PLC	$415M	6,291,862	−978,662	TRIM
24	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$398M	6,029,914	+167,400	ADD
25	FMR LLC	$389M	5,897,906	+25,671	ADD

Show the top 500 of 2,050 holders

13F holders of MO ranked by reported value, 26–500 of 2,050 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	RAYMOND JAMES FINANCIAL INC	$369M	5,586,119	−142,827	TRIM
27	AQR CAPITAL MANAGEMENT LLC	$352M	5,329,825	+249,337	ADD
28	WELLS FARGO & COMPANY/MN	$351M	5,319,195	+243,564	ADD
29	Allianz Asset Management GmbH	$328M	4,971,344	−2,408,530	TRIM
30	Swiss National Bank	$325M	4,926,500	+323,100	ADD
31	National Pension Service	$321M	4,863,972	+4,863,972	NEW
32	LPL Financial LLC	$304M	4,606,832	+192,435	ADD
33	DIMENSIONAL FUND ADVISORS LP	$276M	4,185,108	+47,822	ADD
34	Swiss Life Asset Management Ltd	$270M	4,085,192	+138,351	ADD
35	DEUTSCHE BANK AG\	$264M	4,004,015	+4,421	ADD
36	FRANKLIN RESOURCES INC	$251M	3,804,873	+938,058	ADD
37	Mitsubishi UFJ Asset Management Co., Ltd.	$250M	3,792,017	+244,109	ADD
38	Vanguard Global Advisers, LLC	$249M	3,772,371	—	NO PRIOR
39	HSBC HOLDINGS PLC	$249M	3,767,113	−5,504,101	TRIM
40	ENVESTNET ASSET MANAGEMENT INC	$239M	3,615,039	+175,288	ADD
41	LONDON CO OF VIRGINIA	$237M	3,592,274	−246,848	TRIM
42	VICTORY CAPITAL MANAGEMENT INC	$224M	3,399,862	−89,853	TRIM
43	Sumitomo Mitsui Trust Group, Inc.	$220M	3,333,982	+45,145	ADD
44	HighTower Advisors, LLC	$204M	3,097,642	+283,120	ADD
45	VANGUARD ASSET MANAGEMENT, Ltd	$202M	3,056,576	—	NO PRIOR
46	TRUIST FINANCIAL CORP	$182M	2,764,777	+119,574	ADD
47	ASSETMARK, INC	$177M	2,681,957	+458	ADD
48	CITADEL ADVISORS LLC	$171M	2,592,475	+1,456,523	ADD
49	CITIGROUP INC	$165M	2,507,304	+167,458	ADD
50	FEDERATED HERMES, INC.	$161M	2,434,715	+363,561	ADD
51	Cullen Capital Management, LLC	$157M	2,374,542	+36,466	ADD
52	BANK OF MONTREAL /CAN/	$154M	2,339,992	−413,406	TRIM
53	Qube Research & Technologies Ltd	$154M	2,329,383	−1,440,719	TRIM
54	Alyeska Investment Group, L.P.	$150M	2,266,615	+959,565	ADD
55	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$146M	2,219,178	+157,773	ADD
56	MILLENNIUM MANAGEMENT LLC	$145M	2,193,122	+847,693	ADD
57	PANAGORA ASSET MANAGEMENT INC	$137M	2,082,826	+400,951	ADD
58	NEW YORK STATE COMMON RETIREMENT FUND	$134M	2,030,400	−11,800	TRIM
59	PRINCIPAL FINANCIAL GROUP INC	$129M	1,952,375	+40,974	ADD
60	D. E. Shaw & Co., Inc.	$128M	1,946,018	+1,276,773	ADD
61	Bridgewater Associates, LP	$113M	1,705,511	−1,571,240	TRIM
62	SEI INVESTMENTS CO	$112M	1,698,456	+222,218	ADD
63	STIFEL FINANCIAL CORP	$111M	1,688,022	+44,824	ADD
64	RENAISSANCE TECHNOLOGIES LLC	$111M	1,676,500	−443,500	TRIM
65	Korea Investment CORP	$108M	1,643,179	+716,106	ADD
66	Cetera Investment Advisers	$105M	1,587,260	+1,900	ADD
67	ALLIANCEBERNSTEIN L.P.	$104M	1,809,701	−94,712	TRIM
68	Mirae Asset Global Investments Co., Ltd.	$103M	1,565,875	−313,023	TRIM
69	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$99.6M	1,496,196	−171,423	TRIM
70	ADAGE CAPITAL PARTNERS GP, L.L.C.	$99.2M	1,503,832	−13,400	TRIM
71	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$98.0M	1,485,466	−23,106	TRIM
72	COMMONWEALTH EQUITY SERVICES, LLC	$87.1M	1,320,349	−270,160	TRIM
73	Railway Pension Investments Ltd	$85.3M	1,292,400	−174,400	TRIM
74	Contrarius Group Holdings Ltd	$84.2M	1,275,522	+1,275,522	NEW
75	OSAIC HOLDINGS, INC.	$77.2M	1,169,295	−6,478	TRIM
76	Amundi	$75.2M	1,140,040	+104,225	ADD
77	Ilex Capital Partners (UK) LLP	$75.1M	1,138,725	+1,138,725	NEW
78	LAZARD ASSET MANAGEMENT LLC	$71.8M	1,088,444	+265,221	ADD
79	Freestone Grove Partners LP	$70.6M	1,069,321	+1,069,321	NEW
80	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$70.2M	1,063,351	−5,312	TRIM
81	MACQUARIE GROUP LTD	$70.0M	1,060,857	+85,099	ADD
82	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$69.1M	1,047,772	+300,041	ADD
83	Mariner, LLC	$64.0M	970,088	−59,353	TRIM
84	Quantinno Capital Management LP	$62.8M	951,085	+199,854	ADD
85	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$62.1M	941,436	+941,436	NEW
86	STATE OF WISCONSIN INVESTMENT BOARD	$59.3M	898,932	+28,430	ADD
87	ZACKS INVESTMENT MANAGEMENT	$59.3M	898,038	−5,772	TRIM
88	TD ASSET MANAGEMENT INC	$59.1M	895,627	+21,078	ADD
89	VOYA INVESTMENT MANAGEMENT LLC	$58.4M	884,886	+46,006	ADD
90	PRUDENTIAL FINANCIAL INC	$57.9M	877,778	−1,330,978	TRIM
91	Zurcher Kantonalbank (Zurich Cantonalbank)	$57.1M	864,550	+864,550	NEW
92	Asset Management One Co., Ltd.	$56.6M	857,775	+31,423	ADD
93	JANE STREET GROUP, LLC	$56.5M	856,806	+773,432	ADD
94	EXCHANGE TRADED CONCEPTS, LLC	$56.4M	854,222	−41,722	TRIM
95	Chevy Chase Trust Holdings, LLC	$56.3M	852,609	−25,498	TRIM
96	MERCER GLOBAL ADVISORS INC /ADV	$55.7M	843,678	−129,138	TRIM
97	Creative Planning	$54.9M	831,631	+61,909	ADD
98	TEACHER RETIREMENT SYSTEM OF TEXAS	$54.6M	827,807	−341,309	TRIM
99	TODD ASSET MANAGEMENT LLC	$53.2M	806,486	−3,499	TRIM
100	CIBC Asset Management Inc	$52.9M	801,680	−37,693	TRIM
101	NATIONAL BANK OF CANADA /FI/	$52.5M	795,267	−445,558	TRIM
102	Eurizon Capital SGR S.p.A.	$51.4M	778,271	−64,390	TRIM
103	Pictet Asset Management Holding SA	$50.8M	769,254	−28,893	TRIM
104	ROYAL LONDON ASSET MANAGEMENT LTD	$49.7M	753,446	−4,155	TRIM
105	Man Group plc	$49.5M	750,754	−864,882	TRIM
106	Gotham Asset Management, LLC	$49.3M	746,547	+134,848	ADD
107	Universal- Beteiligungs- und Servicegesellschaft mbH	$48.8M	859,612	−63,637	TRIM
108	Vanguard Investments Australia, Ltd.	$48.7M	738,107	—	NO PRIOR
109	Focus Partners Wealth	$48.3M	730,400	+348	ADD
110	Mitsubishi UFJ Trust & Banking Corp	$48.2M	730,048	+6,246	ADD
111	Robeco Institutional Asset Management B.V.	$48.1M	729,432	−52,952	TRIM
112	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$47.1M	713,739	−7,828	TRIM
113	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$44.8M	686,449	−221,837	TRIM
114	NOMURA ASSET MANAGEMENT CO LTD	$44.4M	673,091	+7,794	ADD
115	Capital Investment Advisors, LLC	$44.4M	672,406	+11,249	ADD
116	Illinois Municipal Retirement Fund	$43.7M	662,925	−5,318	TRIM
117	FIFTH THIRD BANCORP	$43.2M	654,966	+574,650	ADD
118	CREDIT AGRICOLE S A	$43.1M	653,078	−81,163	TRIM
119	WELLINGTON MANAGEMENT GROUP LLP	$41.2M	624,421	+104,043	ADD
120	COMMERCE BANK	$40.7M	616,104	+49,660	ADD
121	FUKOKU MUTUAL LIFE INSURANCE CO	$40.4M	611,865	−1,030	TRIM
122	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$40.1M	607,773	+150,459	ADD
123	NISA INVESTMENT ADVISORS, LLC	$40.1M	598,435	+3,925	ADD
124	Daiwa Securities Group Inc.	$39.5M	598,393	+25,847	ADD
125	CIBC Bancorp USA Inc.	$38.4M	580,609	—	NO PRIOR
126	State of New Jersey Common Pension Fund D	$37.9M	574,932	0	NO CHANGE
127	Kestra Advisory Services, LLC	$37.9M	574,447	+70,180	ADD
128	US BANCORP \DE\	$37.9M	573,599	−16,162	TRIM
129	Sanctuary Advisors, LLC	$37.4M	566,366	+9,370	ADD
130	Corient Private Wealth LLC	$36.8M	559,514	−590,577	TRIM
131	WORLDQUANT MILLENNIUM ADVISORS LLC	$35.8M	542,469	−639,759	TRIM
132	Advisors Capital Management, LLC	$35.3M	534,672	+18,523	ADD
133	OPPENHEIMER ASSET MANAGEMENT INC.	$35.1M	531,305	+25,932	ADD
134	Squarepoint Ops LLC	$34.7M	525,631	+203,791	ADD
135	Resona Asset Management Co.,Ltd.	$34.4M	520,548	+13,178	ADD
136	Empowered Funds, LLC	$33.8M	512,441	−92,839	TRIM
137	Rockefeller Capital Management L.P.	$33.6M	509,094	+20,388	ADD
138	CWM, LLC	$33.4M	505,960	+2,118	ADD
139	TORONTO DOMINION BANK	$33.2M	503,504	−710,161	TRIM
140	SCHRODER INVESTMENT MANAGEMENT GROUP	$32.5M	485,384	+198,349	ADD
141	MARTINGALE ASSET MANAGEMENT L P	$31.9M	483,990	−5,932	TRIM
142	Cerity Partners LLC	$31.8M	482,066	−130,892	TRIM
143	M&T BANK CORP	$31.6M	478,713	−11,068	TRIM
144	ALPS ADVISORS INC	$31.6M	478,144	−45,762	TRIM
145	QRG CAPITAL MANAGEMENT, INC.	$31.5M	477,560	+75,164	ADD
146	Vontobel Holding Ltd.	$31.3M	473,615	−2,807	TRIM
147	AE Wealth Management LLC	$31.1M	471,368	−170,647	TRIM
148	Crossmark Global Holdings, Inc.	$30.8M	466,012	—	NO PRIOR
149	MML INVESTORS SERVICES, LLC	$30.7M	465,169	−47,889	TRIM
150	Mediolanum International Funds Ltd	$30.5M	454,974	−48,022	TRIM
151	Arizona State Retirement System	$30.4M	459,992	−14,634	TRIM
152	Czech National Bank	$30.2M	457,179	+14,538	ADD
153	WEDGE CAPITAL MANAGEMENT L L P/NC	$30.0M	455,056	−27,705	TRIM
154	STATE OF MICHIGAN RETIREMENT SYSTEM	$28.9M	438,542	−900	TRIM
155	FIRST CITIZENS BANK & TRUST CO	$27.7M	419,035	+81,092	ADD
156	Distillate Capital Partners LLC	$27.2M	411,843	−1,335	TRIM
157	CONNING INC.	$27.0M	409,157	−2,826	TRIM
158	FOUNDATIONS INVESTMENT ADVISORS, LLC	$26.9M	407,749	+13,350	ADD
159	Envestnet Portfolio Solutions, Inc.	$26.3M	398,720	+59,349	ADD
160	MetLife Investment Management, LLC	$25.9M	392,372	−10,180	TRIM
161	Baird Financial Group, Inc.	$25.9M	392,255	+392,255	NEW
162	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$25.8M	391,034	+565	ADD
163	Beacon Pointe Advisors, LLC	$25.1M	380,245	+25,958	ADD
164	Allspring Global Investments Holdings, LLC	$24.9M	379,527	+21,455	ADD
165	BANK OF NOVA SCOTIA	$24.5M	370,525	−2,045,617	TRIM
166	D.A. DAVIDSON & CO.	$24.1M	364,763	+27,055	ADD
167	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$23.7M	359,259	+14,588	ADD
168	TCTC Holdings, LLC	$23.6M	357,279	0	NO CHANGE
169	Retirement Systems of Alabama	$23.5M	356,479	−634	TRIM
170	Pinnacle Financial Partners, Inc.	$22.8M	346,237	+2,689	ADD
171	Sterling Capital Management LLC	$22.7M	343,671	+4,666	ADD
172	NATIXIS	$22.5M	341,231	−681,786	TRIM
173	Merit Financial Group, LLC	$22.1M	335,656	+154,451	ADD
174	NewEdge Advisors, LLC	$21.8M	329,804	+329,804	NEW
175	TUDOR INVESTMENT CORP ET AL	$21.8M	329,601	−63,975	TRIM
176	Lido Advisors, LLC	$21.7M	324,037	−361,363	TRIM
177	Woodline Partners LP	$21.7M	328,798	+42,364	ADD
178	Verity & Verity, LLC	$21.4M	323,876	+7,730	ADD
179	XPONANCE LLC	$21.3M	323,450	+51,058	ADD
180	Capital International, Inc./CA/	$20.7M	313,833	+24,852	ADD
181	Wealthfront Advisers LLC	$20.5M	310,052	+17,454	ADD
182	GW HENSSLER & ASSOCIATES LTD	$20.3M	307,369	−10,993	TRIM
183	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$20.0M	303,000	−48,800	TRIM
184	Richard C. Young & CO., LTD.	$19.7M	299,196	+3,847	ADD
185	&PARTNERS	$19.6M	296,010	+54,027	ADD
186	Aptus Capital Advisors, LLC	$19.5M	295,527	−3,572	TRIM
187	PRIMECAP MANAGEMENT CO/CA/	$19.2M	291,500	−3,200	TRIM
188	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$18.1M	274,328	−2,641	TRIM
189	Utah Retirement Systems	$18.1M	274,260	−4,406	TRIM
190	ProShare Advisors LLC	$18.1M	274,125	−34,600	TRIM
191	PUBLIC SECTOR PENSION INVESTMENT BOARD	$17.8M	270,005	+52,562	ADD
192	Night Squared LP	$17.7M	268,586	+268,586	NEW
193	STEPHENS INC /AR/	$17.7M	266,504	+21,124	ADD
194	Callodine Capital Management, LP	$17.5M	264,844	−206,808	TRIM
195	SBI Securities Co., Ltd.	$17.4M	264,032	−4,009	TRIM
196	Sumitomo Mitsui DS Asset Management Company, Ltd	$17.4M	263,438	+2,212	ADD
197	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$17.3M	262,876	+5,097	ADD
198	Cresset Asset Management, LLC	$17.3M	258,087	−28,056	TRIM
199	MACKENZIE FINANCIAL CORP	$17.0M	257,498	−241,443	TRIM
200	IFM Investors Pty Ltd	$16.9M	256,753	+15,486	ADD
201	Rakuten Investment Management, Inc.	$16.7M	249,132	+28,251	ADD
202	Advisors Asset Management, Inc.	$16.7M	252,586	−16,145	TRIM
203	NEOS Investment Management LLC	$16.6M	251,110	+12,573	ADD
204	Vanguard Personalized Indexing Management, LLC	$16.0M	242,406	+17,042	ADD
205	Adams Asset Advisors, LLC	$15.6M	235,728	0	NO CHANGE
206	GREAT LAKES ADVISORS, LLC	$15.4M	232,808	+10,217	ADD
207	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$15.3M	231,359	−66,733	TRIM
208	Gradient Investments LLC	$15.3M	231,353	+3,271	ADD
209	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$15.1M	229,321	+3,019	ADD
210	Clearstead Advisors, LLC	$15.1M	228,655	+21,356	ADD
211	TECTONIC ADVISORS LLC	$14.8M	224,705	+9,503	ADD
212	DAVENPORT & Co LLC	$14.8M	224,251	−1,781	TRIM
213	Vident Advisory, LLC	$14.7M	222,603	+13,777	ADD
214	Artemis Investment Management LLP	$14.5M	220,450	+8,675	ADD
215	GLENMEDE TRUST CO NA	$14.5M	219,607	+4,066	ADD
216	GUGGENHEIM CAPITAL LLC	$14.4M	218,073	+15,201	ADD
217	CWA Asset Management Group, LLC	$14.3M	217,033	−139,117	TRIM
218	NISSAY ASSET MANAGEMENT CORP /JAPAN	$14.2M	215,057	+2,829	ADD
219	Holocene Advisors, LP	$14.1M	214,092	+214,092	NEW
220	Systematic Alpha Investments, LLC	$14.0M	212,638	0	NO CHANGE
221	Allworth Financial LP	$13.7M	207,592	+12,380	ADD
222	RITHOLTZ WEALTH MANAGEMENT	$13.4M	203,509	+16,791	ADD
223	BLAIR WILLIAM & CO/IL	$13.4M	203,438	+4,418	ADD
224	Pathstone Holdings, LLC	$13.2M	200,521	+1,292	ADD
225	OPPENHEIMER & CO INC	$13.2M	200,408	−1,884	TRIM
226	Canal Capital Management, LLC	$13.1M	199,001	+1,436	ADD
227	BROWN ADVISORY INC	$13.1M	198,436	−1,928	TRIM
228	NorthRock Partners, LLC	$13.1M	198,271	−6,111	TRIM
229	Private Advisor Group, LLC	$13.0M	196,587	−15,900	TRIM
230	Cyndeo Wealth Partners, LLC	$13.0M	196,319	+389	ADD
231	Philip James Wealth Mangement, LLC	$12.8M	194,580	−11,576	TRIM
232	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$12.7M	192,205	0	NO CHANGE
233	Aberdeen Group plc	$12.5M	190,040	−77,851	TRIM
234	KESTRA PRIVATE WEALTH SERVICES, LLC	$12.5M	189,087	+22,778	ADD
235	Tidal Investments LLC	$12.4M	188,559	+43,676	ADD
236	J.W. COLE ADVISORS, INC.	$12.3M	186,528	−7,599	TRIM
237	FIRST NATIONAL TRUST CO	$12.1M	183,354	+4,753	ADD
238	Empire Life Investments Inc.	$12.1M	184,366	−1,325	TRIM
239	NORDEN GROUP LLC	$12.1M	182,750	+26,316	ADD
240	KEYBANK NATIONAL ASSOCIATION/OH	$12.1M	182,682	+36,643	ADD
241	OLD NATIONAL BANCORP /IN/	$12.0M	181,872	+1,386	ADD
242	MAI Capital Management	$11.9M	180,623	+3,689	ADD
243	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$11.8M	178,223	−1,715	TRIM
244	U.S. Capital Wealth Advisors, LLC	$11.4M	172,249	−115,985	TRIM
245	Steward Partners Investment Advisory, LLC	$11.3M	171,918	+22,725	ADD
246	Abacus FCF Advisors LLC	$11.3M	171,445	+171,445	NEW
247	Qsemble Capital Management, LP	$11.3M	170,866	+122,740	ADD
248	CIBC WORLD MARKET INC.	$11.1M	168,067	−399,735	TRIM
249	Atlantic Union Bankshares Corp	$11.1M	167,746	−36,926	TRIM
250	Equitable Holdings, Inc.	$11.0M	184,141	+66,330	ADD
251	Visionary Wealth Advisors	$11.0M	166,684	+2,204	ADD
252	Johnson Financial Group, Inc.	$10.9M	162,073	+524	ADD
253	GARDNER RUSSO & QUINN LLC	$10.9M	164,461	−311	TRIM
254	Apollon Wealth Management, LLC	$10.7M	161,788	+82,690	ADD
255	Snowden Capital Advisors LLC	$10.6M	157,952	−300	TRIM
256	Cornerstone Wealth Group, LLC	$10.5M	162,195	+9,065	ADD
257	Banco Santander, S.A.	$10.4M	157,430	0	NO CHANGE
258	Regal Investment Advisors LLC	$9.8M	148,761	−2,049	TRIM
259	GREAT VALLEY ADVISOR GROUP, INC.	$9.7M	147,632	+1,811	ADD
260	Vinva Investment Management Ltd	$9.7M	144,872	+42,896	ADD
261	AUXIER ASSET MANAGEMENT LLC	$9.6M	145,533	−1,325	TRIM
262	Orion Porfolio Solutions, LLC	$9.6M	145,459	−33,898	TRIM
263	Concurrent Investment Advisors, LLC	$9.6M	145,345	+9,979	ADD
264	CHOREO, LLC	$9.4M	142,901	+4,958	ADD
265	HENNESSY ADVISORS INC	$9.4M	142,500	−7,000	TRIM
266	Windle Wealth, LLC	$9.4M	142,155	+5,187	ADD
267	Engineers Gate Manager LP	$9.3M	141,032	−41,426	TRIM
268	ARS Wealth Advisors Group, LLC	$9.2M	139,776	+2,188	ADD
269	Lifeworks Advisors, LLC	$9.1M	137,796	−2,673	TRIM
270	1834 INVESTMENT ADVISORS CO	$8.9M	135,454	−685	TRIM
271	Dai-ichi Life Insurance Company, Ltd	$8.9M	134,668	−9,674	TRIM
272	Sequoia Financial Advisors, LLC	$8.6M	130,297	+11,446	ADD
273	Atria Investments, Inc	$8.6M	129,650	+3,460	ADD
274	Jain Global LLC	$8.5M	129,464	+95,091	ADD
275	Caprock Group, LLC	$8.5M	126,177	+666	ADD
276	KWMG, LLC	$8.4M	126,971	+2,518	ADD
277	Octavia Wealth Advisors, LLC	$8.4M	124,782	+1,595	ADD
278	Ellsworth Advisors, LLC	$8.3M	125,771	+13,753	ADD
279	Fisher Asset Management, LLC	$8.3M	125,545	+5,023	ADD
280	Federation des caisses Desjardins du Quebec	$8.2M	124,942	+19,221	ADD
281	INTECH INVESTMENT MANAGEMENT LLC	$8.2M	124,849	−15,356	TRIM
282	Capital Wealth Planning, LLC	$8.2M	124,344	−18,945	TRIM
283	Quadrature Capital Ltd	$8.2M	123,835	+123,835	NEW
284	INTACT INVESTMENT MANAGEMENT INC.	$8.2M	123,700	−14,000	TRIM
285	YOUSIF CAPITAL MANAGEMENT, LLC	$8.1M	123,317	−5,993	TRIM
286	Mutual Advisors, LLC	$8.1M	123,032	+5,034	ADD
287	HB Wealth Management, LLC	$8.1M	121,990	+3,532	ADD
288	Investment Management Corp of Ontario	$7.9M	120,089	+6,400	ADD
289	Global X Japan Co., Ltd.	$7.9M	119,207	+5,093	ADD
290	Independent Advisor Alliance	$7.8M	118,678	−5,922	TRIM
291	LGT Fund Management Co Ltd.	$7.8M	118,495	+59,555	ADD
292	Inlet Private Wealth, LLC	$7.8M	118,161	−8,700	TRIM
293	DENALI ADVISORS LLC	$7.7M	117,199	+2,768	ADD
294	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	$7.5M	113,857	+2,027	ADD
295	AGF MANAGEMENT LTD	$7.5M	113,762	+12,811	ADD
296	Venture Visionary Partners LLC	$7.5M	113,455	+10,081	ADD
297	HUTNER CAPITAL MANAGEMENT INC	$7.5M	113,334	−200	TRIM
298	HANCOCK WHITNEY CORP	$7.4M	102,799	+102,799	NEW
299	Kingsview Wealth Management, LLC	$7.3M	111,068	+23,539	ADD
300	Linden Thomas Advisory Services, LLC	$7.3M	110,384	+3,734	ADD
301	TD Waterhouse Canada Inc.	$7.3M	110,914	−41,456	TRIM
302	Curi Capital, LLC	$7.2M	108,637	+749	ADD
303	Keystone Financial Planning, Inc.	$7.1M	107,203	0	NO CHANGE
304	CENTRAL TRUST Co	$7.1M	107,117	−815	TRIM
305	EAGLE GLOBAL ADVISORS LLC	$7.0M	105,786	−955	TRIM
306	Summit Trail Advisors, LLC	$7.0M	105,670	+9,631	ADD
307	Avantax Planning Partners, Inc.	$7.0M	105,325	−11,697	TRIM
308	AlTi Global, Inc.	$6.9M	103,092	−5,131	TRIM
309	Brookstone Capital Management	$6.9M	104,817	+625	ADD
310	Norinchukin Bank, The	$6.9M	104,785	+18	ADD
311	UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO	$6.9M	104,671	−88	TRIM
312	MIZUHO SECURITIES USA LLC	$6.7M	101,483	−20,747	TRIM
313	Salomon & Ludwin, LLC	$6.7M	101,641	+202	ADD
314	World Investment Advisors	$6.7M	101,269	−2,893	TRIM
315	Rafferty Asset Management, LLC	$6.6M	100,471	−40,116	TRIM
316	LEVEL FOUR ADVISORY SERVICES, LLC	$6.6M	99,297	+741	ADD
317	XTX Topco Ltd	$6.5M	98,891	+37,976	ADD
318	Vise Technologies, Inc.	$6.5M	112,883	0	NO CHANGE
319	BENJAMIN EDWARDS INC	$6.5M	98,551	+27,150	ADD
320	Mayflower Financial Advisors, LLC	$6.5M	98,330	+2,491	ADD
321	RBO & CO LLC	$6.5M	98,239	+491	ADD
322	Sowell Financial Services LLC	$6.5M	98,059	−1,946	TRIM
323	BBR PARTNERS, LLC	$6.5M	97,814	−9,951	TRIM
324	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$6.4M	97,160	+97,160	NEW
325	TWO SIGMA INVESTMENTS, LP	$6.4M	96,343	+16,000	ADD
326	HARTFORD INVESTMENT MANAGEMENT CO	$6.3M	95,954	−1,144	TRIM
327	Baugh & Associates, LLC	$6.3M	95,922	−723	TRIM
328	BCWM, LLC	$6.3M	95,530	+9,594	ADD
329	Waverly Advisors, LLC	$6.3M	95,137	+16,877	ADD
330	Assenagon Asset Management S.A.	$6.3M	95,131	−379,223	TRIM
331	DIVERSIFY WEALTH MANAGEMENT, LLC	$6.2M	91,168	+85,198	ADD
332	Hennion & Walsh Asset Management, Inc.	$6.1M	93,134	+1,230	ADD
333	Ascent Group, LLC	$6.1M	92,922	+1,760	ADD
334	EP Wealth Advisors, LLC	$6.1M	92,651	−3,293	TRIM
335	AUA CAPITAL MANAGEMENT, LLC	$6.1M	92,369	0	NO CHANGE
336	MEYER HANDELMAN CO	$6.0M	90,463	0	NO CHANGE
337	BALYASNY ASSET MANAGEMENT L.P.	$5.9M	90,143	+51,507	ADD
338	Seneca House Advisors	$5.9M	89,835	−19,278	TRIM
339	Slagle Financial, LLC	$5.9M	89,729	+4,254	ADD
340	Newport Trust Company, LLC	$5.9M	88,660	−14,482	TRIM
341	Prospera Financial Services Inc	$5.8M	88,105	−6,487	TRIM
342	Grantham, Mayo, Van Otterloo & Co. LLC	$5.8M	87,846	−64,872	TRIM
343	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$5.8M	87,676	+24,406	ADD
344	Tyche Wealth Partners LLC	$5.7M	86,561	+3,358	ADD
345	PARK CIRCLE Co	$5.7M	86,050	0	NO CHANGE
346	Symphony Financial, Ltd. Co.	$5.7M	85,255	−294	TRIM
347	Financial Advisors Network, Inc.	$5.6M	85,507	—	NO PRIOR
348	Perigon Wealth Management, LLC	$5.6M	85,350	+25,894	ADD
349	AMERICAN CENTURY COMPANIES INC	$5.6M	84,965	+54,340	ADD
350	Maryland State Retirement & Pension System	$5.6M	84,371	0	NO CHANGE
351	EFG International AG	$5.6M	84,129	+9,045	ADD
352	Vestmark Advisory Solutions, Inc.	$5.5M	83,972	+4,548	ADD
353	ALTA CAPITAL MANAGEMENT LLC/	$5.5M	83,531	−14	TRIM
354	CFM WEALTH PARTNERS LLC	$5.5M	83,022	0	NO CHANGE
355	SVB WEALTH LLC	$5.5M	82,842	+16,490	ADD
356	Glenview Trust Co	$5.4M	81,909	+5,003	ADD
357	Heritage Wealth Advisors	$5.4M	81,695	−5,961	TRIM
358	Cedar Wealth Management, LLC	$5.4M	81,649	−3,137	TRIM
359	Investmark Advisory Group LLC	$5.3M	80,548	+293	ADD
360	STRATEGY ASSET MANAGERS LLC	$5.3M	80,526	−12,615	TRIM
361	PRINCIPAL SECURITIES, INC.	$5.3M	80,072	+6,122	ADD
362	PROMETHIUM ADVISORS,LLC	$5.3M	78,755	+1,100	ADD
363	Stratos Wealth Partners, LTD.	$5.3M	79,687	−11,054	TRIM
364	Freestone Capital Holdings, LLC	$5.3M	79,589	+7,469	ADD
365	JOHNSON INVESTMENT COUNSEL INC	$5.2M	79,340	−3,451	TRIM
366	Archford Capital Strategies, LLC	$5.2M	79,239	−37,402	TRIM
367	HUB Investment Partners, LLC	$5.2M	78,687	+14,520	ADD
368	IHT Wealth Management, LLC	$5.2M	78,227	+10,607	ADD
369	EDMP, INC.	$5.1M	77,322	−1,264	TRIM
370	Howard Capital Management, LLC	$5.1M	76,563	−6,215	TRIM
371	SAGESPRING WEALTH PARTNERS, LLC	$5.1M	76,548	+3,451	ADD
372	TrueMark Investments, LLC	$5.0M	76,018	−1,639	TRIM
373	Janus Henderson Group Ltd.	$5.0M	76,002	−88,703	TRIM
374	LOWE BROCKENBROUGH & CO INC	$5.0M	75,905	−820	TRIM
375	OPAL CAPITAL LLC	$5.0M	75,770	+510	ADD
376	CAPITAL MANAGEMENT CORP /VA	$5.0M	75,488	−27,192	TRIM
377	FIRST MANHATTAN CO. LLC.	$5.0M	74,269	−7,185	TRIM
378	Cypress Capital Group	$5.0M	75,064	+2,247	ADD
379	Kinloch Capital, LLC	$5.0M	75,022	+10,126	ADD
380	Bleakley Financial Group, LLC	$4.9M	74,722	+2,209	ADD
381	3Chopt Investment Partners, LLC	$4.9M	73,310	−237	TRIM
382	Meiji Yasuda Asset Management Co Ltd.	$4.9M	74,392	+32,144	ADD
383	Verdence Capital Advisors LLC	$4.8M	72,907	−1,404	TRIM
384	Calamos Advisors LLC	$4.8M	72,822	+14,072	ADD
385	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$4.8M	72,677	−85	TRIM
386	Bellecapital International Ltd.	$4.8M	72,671	+3,632	ADD
387	Founders Financial Alliance, LLC	$4.8M	72,451	+1,257	ADD
388	Convergence Investment Partners, LLC	$4.8M	72,375	+2,922	ADD
389	Wealthspire Advisors, LLC	$4.8M	72,295	−5,781	TRIM
390	HIGHLAND CAPITAL MANAGEMENT, LLC	$4.8M	72,130	−67	TRIM
391	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$4.8M	72,093	+34,747	ADD
392	Krilogy Financial LLC	$4.7M	72,948	+1,788	ADD
393	Savant Capital, LLC	$4.7M	71,755	+5,304	ADD
394	Summit Financial, LLC	$4.7M	70,117	+7,374	ADD
395	Prosperitas Financial LLC	$4.6M	70,377	+3,653	ADD
396	Thrive Capital Management, LLC	$4.6M	69,472	−6,295	TRIM
397	Sound View Wealth Advisors Group, LLC	$4.6M	69,064	+242	ADD
398	Sigma Planning Corp	$4.6M	68,988	+9,925	ADD
399	MUFG Securities EMEA plc	$4.5M	68,818	0	NO CHANGE
400	SANDERS MORRIS HARRIS LLC	$4.5M	68,798	+68,798	NEW
401	Csenge Advisory Group	$4.5M	68,762	−9,672	TRIM
402	Graham Capital Management, L.P.	$4.5M	68,629	−78,168	TRIM
403	Tower Research Capital LLC (TRC)	$4.5M	68,036	+6,811	ADD
404	PFG Investments, LLC	$4.5M	67,989	−9,109	TRIM
405	Citizens National Bank Trust Department	$4.5M	67,876	+1,015	ADD
406	Capital Square, LLC	$4.5M	66,954	+1,739	ADD
407	EVOLVE PRIVATE WEALTH, LLC	$4.5M	67,807	−222	TRIM
408	Frank, Rimerman Advisors LLC	$4.4M	66,784	+5,937	ADD
409	Weiss Asset Management LP	$4.3M	65,373	+65,373	NEW
410	AlphaStar Capital Management, LLC	$4.3M	65,017	+12,136	ADD
411	VERUS CAPITAL PARTNERS, LLC	$4.2M	64,187	−7,295	TRIM
412	MGO ONE SEVEN LLC	$4.2M	64,152	+3,237	ADD
413	Texas Yale Capital Corp.	$4.2M	63,548	+2,000	ADD
414	NewEdge Wealth, LLC	$4.2M	63,320	−6,354	TRIM
415	WBI INVESTMENTS, LLC	$4.2M	63,139	+12,442	ADD
416	CFC Planning Co LLC	$4.2M	63,081	+5,483	ADD
417	Dynamic Advisor Solutions LLC	$4.2M	63,032	+10,238	ADD
418	Strategic Investment Advisors / MI	$4.1M	62,747	+7,698	ADD
419	Wilmington Savings Fund Society, FSB	$4.1M	62,482	−1,403	TRIM
420	KPP Advisory Services LLC	$4.1M	62,200	−2,548	TRIM
421	Ridgepath Capital Management LLC	$4.1M	62,076	+220	ADD
422	GLOBALT Investments LLC / GA	$4.1M	61,979	−1,721	TRIM
423	AVIVA PLC	$4.1M	61,644	−1,204	TRIM
424	Empirical Finance, LLC	$4.0M	60,977	−87	TRIM
425	Synergy Asset Management, LLC	$4.0M	60,773	+49,311	ADD
426	Cornerstone Wealth Management, LLC	$4.0M	60,753	+2,920	ADD
427	Range Financial Group LLC	$4.0M	60,176	+2,080	ADD
428	Fideuram Asset Management (Ireland) dac	$4.0M	64,034	+40,097	ADD
429	Ashton Thomas Private Wealth, LLC	$4.0M	60,078	−895	TRIM
430	Connor, Clark & Lunn Investment Management Ltd.	$3.9M	59,754	−427,567	TRIM
431	Haverford Trust Co	$3.9M	59,297	+235	ADD
432	Stokes Family Office, LLC	$3.9M	59,260	−1,406	TRIM
433	NFSG Corp	$3.9M	58,828	+32,257	ADD
434	Independent Solutions Wealth Management, LLC	$3.9M	58,817	+464	ADD
435	HOURGLASS CAPITAL, LLC	$3.9M	58,483	+48,583	ADD
436	TOKIO MARINE ASSET MANAGEMENT CO LTD	$3.8M	57,468	+1,408	ADD
437	REGIONS FINANCIAL CORP	$3.8M	57,178	−1,936	TRIM
438	LAKE STREET PRIVATE WEALTH, LLC	$3.8M	57,015	+5,633	ADD
439	PICTON MAHONEY ASSET MANAGEMENT	$3.7M	56,291	+36,240	ADD
440	Wealthcare Advisory Partners LLC	$3.7M	56,082	+12,059	ADD
441	Accurate Wealth Management, LLC	$3.7M	54,831	−1,094	TRIM
442	Pekin Hardy Strauss, Inc.	$3.7M	55,965	+1,613	ADD
443	MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC	$3.7M	55,619	−8	TRIM
444	Mesirow Financial Investment Management, Inc.	$3.7M	55,496	+3,237	ADD
445	Dana Investment Advisors, Inc.	$3.7M	55,457	−837	TRIM
446	Edgestream Partners, L.P.	$3.6M	55,135	−82,807	TRIM
447	Annex Advisory Services, LLC	$3.6M	54,608	+34	ADD
448	Robertson Stephens Wealth Management, LLC	$3.6M	53,612	+445	ADD
449	LVW Advisors, LLC	$3.6M	54,464	−7,246	TRIM
450	SCOTIA CAPITAL INC.	$3.6M	53,960	−34,999	TRIM
451	Generali Asset Management SPA SGR	$3.6M	53,947	−9,660	TRIM
452	PRIVATE MANAGEMENT GROUP INC	$3.6M	53,912	−967	TRIM
453	Verus Financial Partners, Inc.	$3.6M	54,749	−93	TRIM
454	Moors & Cabot, Inc.	$3.5M	53,722	+327	ADD
455	Patriot Financial Group Insurance Agency, LLC	$3.5M	53,330	+24,699	ADD
456	Carnegie Investment Counsel	$3.5M	52,971	−539	TRIM
457	MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV	$3.5M	52,603	+5,447	ADD
458	MAVERICK CAPITAL LTD	$3.5M	52,322	+36,899	ADD
459	MONECO ADVISORS, LLC	$3.4M	51,960	−65	TRIM
460	Kathmere Capital Management, LLC	$3.4M	51,937	+1,002	ADD
461	Leelyn Smith, LLC	$3.4M	51,814	+1,819	ADD
462	BRIDGES INVESTMENT MANAGEMENT INC	$3.4M	51,400	−4,338	TRIM
463	MEITAV INVESTMENT HOUSE LTD	$3.4M	51,343	−11,124	TRIM
464	INDEPENDENT FINANCIAL GROUP, LLC	$3.4M	51,266	—	NO PRIOR
465	Meeder Advisory Services, Inc.	$3.4M	51,241	+3,319	ADD
466	Cohen Klingenstein LLC	$3.4M	51,203	0	NO CHANGE
467	Capital Investment Advisory Services, LLC	$3.4M	50,891	+2,278	ADD
468	Brooklyn Investment Group	$3.3M	50,650	+17,797	ADD
469	New Age Alpha Advisors, LLC	$3.3M	50,589	−5,459	TRIM
470	Plan Group Financial, LLC	$3.3M	50,523	+5,850	ADD
471	Gerald Baker Financial Group LLC	$3.2M	49,152	—	NO PRIOR
472	North Dakota State Investment Board	$3.2M	48,868	−8,992	TRIM
473	OneDigital Investment Advisors LLC	$3.2M	48,656	+69	ADD
474	CLARK ESTATES INC/NY	$3.2M	48,613	0	NO CHANGE
475	PINNACLE ASSOCIATES LTD	$3.2M	48,604	+1,958	ADD
476	HM PAYSON & CO	$3.2M	48,447	+2,153	ADD
477	Ameritas Advisory Services, LLC	$3.2M	48,397	−7,921	TRIM
478	Laird Norton Wetherby Trust Company, LLC	$3.2M	47,528	−21	TRIM
479	TCV Trust & Wealth Management, Inc.	$3.2M	48,135	−3,510	TRIM
480	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.2M	47,991	+277	ADD
481	Larson Financial Group LLC	$3.1M	47,723	+6,285	ADD
482	COLDSTREAM CAPITAL MANAGEMENT INC	$3.1M	47,288	+809	ADD
483	Confluence Wealth Services, Inc.	$3.1M	47,143	−541	TRIM
484	Exit Wealth Advisors, LLC.	$3.1M	47,126	+2,435	ADD
485	SAPIENT CAPITAL LLC	$3.1M	46,145	−7,506	TRIM
486	MUFG SECURITIES AMERICAS INC.	$3.1M	46,450	+1,226	ADD
487	ASSOCIATED BANC-CORP	$3.0M	46,095	+3,420	ADD
488	Ethic Inc.	$3.0M	46,015	+5,264	ADD
489	Geneos Wealth Management Inc.	$3.0M	45,985	+2,971	ADD
490	BALDWIN WEALTH PARTNERS LLC/MA	$3.0M	45,590	−1,923	TRIM
491	SECURIAN ASSET MANAGEMENT, INC	$3.0M	45,539	−107	TRIM
492	HBW ADVISORY SERVICES LLC	$3.0M	45,506	−1,640	TRIM
493	Fortune Financial Advisors, LLC	$3.0M	45,408	+1,532	ADD
494	NBT BANK, N.A.	$3.0M	44,815	+1,039	ADD
495	ELEVATION POINT WEALTH PARTNERS, LLC	$2.9M	43,819	+16,996	ADD
496	Pine Valley Investments Ltd Liability Co	$2.9M	44,062	+1,061	ADD
497	Radnor Capital Management, LLC	$2.9M	44,196	0	NO CHANGE
498	MONETA GROUP INVESTMENT ADVISORS LLC	$2.9M	43,901	+7,605	ADD
499	Ausdal Financial Partners, Inc.	$2.9M	43,572	−992	TRIM
500	PARTHENON LLC	$2.9M	43,227	−6,561	TRIM

Truncated by Public Filings. Top 500 of 2,050 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 · MO

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 Gotham Asset Management $49.3M held
Trimming: 2 Bridgewater Associates, Tudor Investment Corp $134M held

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

Merged timeline of congressional filings and notable-manager moves on MO
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+134,848 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−1,571,240 sh
2026-05-15	Tudor Investment Corp 13F	TRIM	−63,975 sh

3 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.