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 ↗

ONEOK INC NEW · common stock · Q1 2026 · 17 members disclosed OKE ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,379 holders are listed, largest first: 1,379
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $41.4B
holders whose share count rose or who opened the position (new + add), by shares: 772
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 86

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 OKE ranked by reported value, 1–25 of 1,379 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$5.4B	59,388,699	+2,230,014	ADD
2	STATE STREET CORP	$3.8B	41,574,381	+3,123,790	ADD
3	VANGUARD CAPITAL MANAGEMENT LLC	$3.7B	40,867,532	—	NO PRIOR
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.8B	30,817,918	—	NO PRIOR
5	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.7B	18,368,622	−4,265,890	TRIM
6	GEODE CAPITAL MANAGEMENT, LLC	$1.5B	17,122,850	+526,678	ADD
7	Capital International Investors	$1.2B	13,116,823	+5,137,226	ADD
8	UBS Group AG	$1.1B	12,710,262	+3,919,173	ADD
9	MORGAN STANLEY	$1.1B	12,588,158	+1,885,249	ADD
10	First Eagle Investment Management, LLC	$1.1B	11,679,175	+313,871	ADD
11	Invesco Ltd.	$857M	9,480,309	+195,398	ADD
12	DEUTSCHE BANK AG\	$609M	6,736,519	+2,563,035	ADD
13	Capital Research Global Investors	$567M	6,264,969	+6,264,969	NEW
14	NORTHERN TRUST CORP	$564M	6,242,936	−23,883	TRIM
15	DIMENSIONAL FUND ADVISORS LP	$502M	5,552,597	+187,880	ADD
16	BANK OF AMERICA CORP /DE/	$498M	5,504,989	+272,704	ADD
17	Clearbridge Investments, LLC	$444M	4,912,420	+477,390	ADD
18	Legal & General Group Plc	$436M	4,818,244	−82,427	TRIM
19	Bank of New York Mellon Corp	$414M	4,579,620	+256,438	ADD
20	Nuveen, LLC	$403M	4,458,286	−409,790	TRIM
21	Amundi	$375M	4,154,091	+625,172	ADD
22	KAYNE ANDERSON CAPITAL ADVISORS LP	$349M	3,864,461	+233,436	ADD
23	Janus Henderson Group Ltd.	$346M	3,830,346	+209,806	ADD
24	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$331M	3,665,297	−16,899	TRIM
25	VANGUARD FIDUCIARY TRUST CO	$320M	3,541,444	—	NO PRIOR

Show the top 500 of 1,379 holders

13F holders of OKE ranked by reported value, 26–500 of 1,379 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	Blackstone Inc.	$309M	3,415,203	−108,897	TRIM
27	ROYAL BANK OF CANADA	$290M	3,202,889	+896,009	ADD
28	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$243M	2,688,369	+140,730	ADD
29	Mitsubishi UFJ Trust & Banking Corp	$239M	2,644,681	+346,823	ADD
30	FIRST TRUST ADVISORS LP	$206M	2,282,936	+447,393	ADD
31	DANSKE BANK A/S	$205M	2,273,360	+581,927	ADD
32	RAYMOND JAMES FINANCIAL INC	$196M	2,170,049	+303,735	ADD
33	AMERICAN CENTURY COMPANIES INC	$195M	2,153,882	+35,805	ADD
34	CIBC Bancorp USA Inc.	$169M	1,866,697	—	NO PRIOR
35	Swiss National Bank	$167M	1,846,653	+120,900	ADD
36	WELLS FARGO & COMPANY/MN	$158M	1,750,802	+295,998	ADD
37	Energy Income Partners, LLC	$153M	1,688,741	+617,015	ADD
38	LPL Financial LLC	$151M	1,674,485	+43,314	ADD
39	WELLINGTON MANAGEMENT GROUP LLP	$144M	1,589,146	−1,389,256	TRIM
40	Swiss Life Asset Management Ltd	$143M	1,579,670	+57,266	ADD
41	BARCLAYS PLC	$138M	1,527,590	+282,138	ADD
42	WESTWOOD HOLDINGS GROUP INC	$137M	1,515,987	−254,951	TRIM
43	Mitsubishi UFJ Asset Management Co., Ltd.	$129M	1,422,835	+101,617	ADD
44	Sumitomo Mitsui Trust Group, Inc.	$124M	1,375,659	−69,916	TRIM
45	Vanguard Global Advisers, LLC	$124M	1,372,870	—	NO PRIOR
46	Tidal Investments LLC	$110M	1,215,016	+1,163,446	ADD
47	Aberdeen Group plc	$110M	1,212,619	+254,956	ADD
48	VANGUARD ASSET MANAGEMENT, Ltd	$106M	1,174,884	—	NO PRIOR
49	Recurrent Investment Advisors LLC	$104M	1,156,034	+3,228	ADD
50	ENVESTNET ASSET MANAGEMENT INC	$103M	1,143,970	+309,514	ADD
51	HSBC HOLDINGS PLC	$102M	1,129,934	−1,010,102	TRIM
52	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$100M	1,106,321	+1,137	ADD
53	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	$96.7M	1,069,900	−228,016	TRIM
54	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$93.2M	1,030,679	+1,030,679	NEW
55	Sourcerock Group LLC	$91.8M	1,016,145	+275,385	ADD
56	National Pension Service	$90.8M	1,004,115	+1,004,115	NEW
57	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$90.8M	1,004,077	−75,723	TRIM
58	EXCHANGE TRADED CONCEPTS, LLC	$85.2M	942,470	+165,527	ADD
59	Cetera Investment Advisers	$82.8M	916,445	−3,496	TRIM
60	STIFEL FINANCIAL CORP	$81.9M	906,045	+23,679	ADD
61	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$81.6M	902,321	+902,321	NEW
62	NORDEA INVESTMENT MANAGEMENT AB	$80.8M	869,854	+62,467	ADD
63	Tredje AP-fonden	$78.2M	865,250	+865,250	NEW
64	FMR LLC	$74.6M	825,749	+42,281	ADD
65	Advisors Capital Management, LLC	$74.4M	823,359	+41,167	ADD
66	PRINCIPAL FINANCIAL GROUP INC	$70.9M	784,121	−17,650	TRIM
67	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$70.7M	782,380	−43,955	TRIM
68	M&G Plc	$67.8M	753,104	−269,149	TRIM
69	BROOKFIELD Corp /ON/	$67.7M	749,150	−134,346	TRIM
70	AVIVA PLC	$66.6M	736,494	+21,425	ADD
71	FRANKLIN RESOURCES INC	$64.6M	715,001	+25,761	ADD
72	COMMONWEALTH EQUITY SERVICES, LLC	$64.1M	709,536	+23,646	ADD
73	BANK OF MONTREAL /CAN/	$63.3M	700,626	−65,436	TRIM
74	BAHL & GAYNOR INC	$61.3M	678,115	−67,379	TRIM
75	ALPS ADVISORS INC	$60.5M	668,972	+1,084	ADD
76	Focus Partners Wealth	$59.8M	662,040	+37,355	ADD
77	AMERIPRISE FINANCIAL INC	$59.2M	653,525	+45,783	ADD
78	Vanguard Investments Australia, Ltd.	$55.0M	608,850	—	NO PRIOR
79	Maryland State Retirement & Pension System	$54.1M	598,447	−25,730	TRIM
80	Epoch Investment Partners, Inc.	$51.9M	573,729	+62,240	ADD
81	Mirae Asset Global Investments Co., Ltd.	$50.9M	562,698	−108,417	TRIM
82	CITIGROUP INC	$49.2M	544,471	−38,488	TRIM
83	TODD ASSET MANAGEMENT LLC	$48.8M	539,930	+100,205	ADD
84	HighTower Advisors, LLC	$48.6M	537,608	+137,629	ADD
85	ALLIANCEBERNSTEIN L.P.	$47.9M	651,083	−16,084	TRIM
86	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$46.9M	519,402	0	NO CHANGE
87	Universal- Beteiligungs- und Servicegesellschaft mbH	$43.9M	485,627	−21,913	TRIM
88	VICTORY CAPITAL MANAGEMENT INC	$42.2M	466,495	+45,011	ADD
89	MANGROVE PARTNERS IM, LLC	$41.7M	461,743	+461,743	NEW
90	EAGLE GLOBAL ADVISORS LLC	$39.6M	437,754	−57,688	TRIM
91	Quantinno Capital Management LP	$39.3M	434,418	+110,911	ADD
92	SIR Capital Management, L.P.	$39.2M	433,188	−39,400	TRIM
93	SCHRODER INVESTMENT MANAGEMENT GROUP	$39.1M	420,463	+102,382	ADD
94	ADAGE CAPITAL PARTNERS GP, L.L.C.	$37.4M	413,700	+270,600	ADD
95	Allspring Global Investments Holdings, LLC	$36.8M	420,787	+1,308	ADD
96	Rockefeller Capital Management L.P.	$36.3M	401,694	+5,918	ADD
97	HENNESSY ADVISORS INC	$35.8M	395,614	−340	TRIM
98	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$35.2M	388,887	+112,864	ADD
99	MILLENNIUM MANAGEMENT LLC	$34.6M	383,155	+319,935	ADD
100	MACQUARIE GROUP LTD	$33.8M	373,711	−12,829	TRIM
101	TD ASSET MANAGEMENT INC	$33.4M	369,069	+19,392	ADD
102	STATE OF WISCONSIN INVESTMENT BOARD	$32.4M	358,056	+26,432	ADD
103	Holocene Advisors, LP	$32.3M	357,260	−536,363	TRIM
104	NEW YORK STATE COMMON RETIREMENT FUND	$32.3M	357,086	+8,800	ADD
105	St. James Investment Company, LLC	$32.2M	355,988	+8,043	ADD
106	Gotham Asset Management, LLC	$32.0M	354,099	+54,673	ADD
107	Pictet Asset Management Holding SA	$31.6M	349,261	−34,789	TRIM
108	Creative Planning	$31.4M	347,276	+32,585	ADD
109	NEOS Investment Management LLC	$31.4M	347,088	+226,449	ADD
110	ROYAL LONDON ASSET MANAGEMENT LTD	$30.7M	339,711	+432	ADD
111	CIBC WORLD MARKET INC.	$30.6M	338,680	−82,362	TRIM
112	Korea Investment CORP	$30.5M	337,872	−78,746	TRIM
113	CRAWFORD INVESTMENT COUNSEL INC	$29.2M	322,903	+30,768	ADD
114	Verity & Verity, LLC	$28.9M	320,278	+14,207	ADD
115	Zurcher Kantonalbank (Zurich Cantonalbank)	$28.9M	319,738	+319,738	NEW
116	Chevy Chase Trust Holdings, LLC	$28.3M	312,572	−8,203	TRIM
117	Capital Investment Advisors, LLC	$28.0M	309,928	+9,897	ADD
118	EARNEST PARTNERS LLC	$27.9M	308,563	+23,064	ADD
119	PRUDENTIAL PLC	$27.5M	304,371	+13,528	ADD
120	PRUDENTIAL FINANCIAL INC	$27.4M	303,119	−8,096	TRIM
121	AQR CAPITAL MANAGEMENT LLC	$26.8M	296,244	+32,743	ADD
122	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	$26.5M	292,800	0	NO CHANGE
123	Assenagon Asset Management S.A.	$25.9M	286,784	−447,887	TRIM
124	Americana Partners, LLC	$25.7M	284,827	+4,809	ADD
125	Fort Sheridan Advisors LLC	$25.7M	284,463	+14,842	ADD
126	Mariner, LLC	$25.0M	276,157	−84,903	TRIM
127	Asset Management One Co., Ltd.	$25.0M	276,110	−2,143	TRIM
128	BENJAMIN EDWARDS INC	$24.4M	270,025	−6,895	TRIM
129	KLP KAPITALFORVALTNING AS	$24.2M	267,347	+14,500	ADD
130	OSAIC HOLDINGS, INC.	$23.9M	263,970	+1,062	ADD
131	JENNISON ASSOCIATES LLC	$23.5M	259,680	+11,054	ADD
132	Verition Fund Management LLC	$23.2M	256,190	+247,911	ADD
133	VOYA INVESTMENT MANAGEMENT LLC	$22.8M	252,075	−50,537	TRIM
134	Foster Victor Wealth Advisors, LLC	$22.5M	264,660	+22,460	ADD
135	Chicago Partners Investment Group LLC	$21.8M	253,322	−8,316	TRIM
136	TORRAY INVESTMENT PARTNERS LLC	$21.6M	238,682	−21,300	TRIM
137	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$21.1M	233,826	+6,220	ADD
138	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$20.7M	234,479	−41,389	TRIM
139	TORONTO DOMINION BANK	$20.3M	224,276	−36,888	TRIM
140	NOMURA ASSET MANAGEMENT CO LTD	$20.3M	224,189	+2,462	ADD
141	AE Wealth Management LLC	$20.2M	223,518	+22,368	ADD
142	Miramar Capital, LLC	$20.0M	221,557	+6,946	ADD
143	Aventail Capital Group, LP	$19.9M	219,925	−380,348	TRIM
144	BNP Paribas Asset Management Holding S.A.	$19.2M	212,647	−370,872	TRIM
145	Sequoia Financial Advisors, LLC	$19.2M	212,473	+2,116	ADD
146	TECTONIC ADVISORS LLC	$19.0M	210,248	+3,966	ADD
147	CAPITAL MANAGEMENT CORP /VA	$19.0M	209,875	−34,117	TRIM
148	SEI INVESTMENTS CO	$18.9M	209,315	+20,103	ADD
149	State of New Jersey Common Pension Fund D	$18.6M	205,982	+3,220	ADD
150	STOREBRAND ASSET MANAGEMENT AS	$18.5M	205,097	—	NO PRIOR
151	SFE Investment Counsel	$18.5M	204,984	−1,531	TRIM
152	EVERGREEN CAPITAL MANAGEMENT LLC	$18.4M	204,045	−14,072	TRIM
153	NewEdge Advisors, LLC	$18.3M	202,714	+202,714	NEW
154	Zurich Insurance Group Ltd/FI	$18.0M	199,558	+176,758	ADD
155	Columbus Macro, LLC	$17.9M	198,104	+7,794	ADD
156	TRUIST FINANCIAL CORP	$17.8M	197,063	−5,127	TRIM
157	Resona Asset Management Co.,Ltd.	$17.8M	195,993	+810	ADD
158	Lansforsakringar Fondforvaltning AB (publ)	$17.7M	196,262	+38	ADD
159	NISA INVESTMENT ADVISORS, LLC	$17.5M	193,827	+2,683	ADD
160	Catalyst Capital Advisors LLC	$17.4M	192,447	−15,886	TRIM
161	IFM Investors Pty Ltd	$17.1M	189,346	−17,557	TRIM
162	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$16.8M	185,897	−2,196	TRIM
163	ProShare Advisors LLC	$16.6M	183,138	−30,889	TRIM
164	Varma Mutual Pension Insurance Co	$16.4M	181,662	0	NO CHANGE
165	Federation des caisses Desjardins du Quebec	$16.4M	181,661	+37,561	ADD
166	PUBLIC SECTOR PENSION INVESTMENT BOARD	$16.2M	179,057	+18,118	ADD
167	D.A. DAVIDSON & CO.	$16.0M	176,948	+68,046	ADD
168	CITADEL ADVISORS LLC	$15.8M	174,553	+23,238	ADD
169	GATEWAY INVESTMENT ADVISERS LLC	$15.8M	174,456	+984	ADD
170	Arizona State Retirement System	$15.6M	172,398	−5,417	TRIM
171	Czech National Bank	$15.5M	171,369	+5,450	ADD
172	Corient Private Wealth LLC	$15.5M	188,699	−365,920	TRIM
173	FIFTH THIRD BANCORP	$15.0M	166,487	+144,175	ADD
174	CIBC Asset Management Inc	$14.9M	165,050	−85	TRIM
175	Kestra Advisory Services, LLC	$14.9M	164,878	+40,092	ADD
176	STATE OF MICHIGAN RETIREMENT SYSTEM	$14.9M	164,381	−400	TRIM
177	Concurrent Investment Advisors, LLC	$14.7M	162,449	+15,063	ADD
178	COMMERCE BANK	$14.5M	160,383	−893	TRIM
179	Sanctuary Advisors, LLC	$14.3M	158,753	+5,913	ADD
180	Fractal Investments LLC	$14.2M	156,630	0	NO CHANGE
181	HUB Investment Partners, LLC	$14.1M	155,578	−13,969	TRIM
182	Cerity Partners LLC	$13.9M	153,289	+68,881	ADD
183	Beacon Pointe Advisors, LLC	$13.8M	153,081	+36,686	ADD
184	Cinctive Capital Management LP	$13.7M	151,837	+121,279	ADD
185	MACKENZIE FINANCIAL CORP	$13.7M	151,515	+66,575	ADD
186	Advisors Asset Management, Inc.	$13.6M	150,892	+20,880	ADD
187	MetLife Investment Management, LLC	$13.3M	147,387	−3,817	TRIM
188	Forum Financial Management, LP	$13.3M	146,703	−7,861	TRIM
189	DnB Asset Management AS	$13.2M	145,959	+12,545	ADD
190	Harvest Portfolios Group Inc.	$12.9M	142,592	+8,851	ADD
191	Sterling Capital Management LLC	$12.8M	141,893	−22,984	TRIM
192	ADAMS NATURAL RESOURCES FUND, INC.	$12.8M	141,800	−24,800	TRIM
193	Vident Advisory, LLC	$12.8M	141,527	+50,019	ADD
194	Heronetta Management, L.P.	$12.7M	140,802	−600	TRIM
195	M&T BANK CORP	$12.6M	139,185	−4,340	TRIM
196	Eurizon Capital SGR S.p.A.	$12.4M	135,519	+4,150	ADD
197	GW HENSSLER & ASSOCIATES LTD	$12.4M	136,647	+48,059	ADD
198	LEAVELL INVESTMENT MANAGEMENT, INC.	$12.3M	136,512	+2,702	ADD
199	BLAIR WILLIAM & CO/IL	$12.2M	134,506	+1,227	ADD
200	BOOTHBAY FUND MANAGEMENT, LLC	$12.1M	133,850	+28,468	ADD
201	Retirement Systems of Alabama	$12.1M	133,622	−238	TRIM
202	Allworth Financial LP	$11.8M	130,922	+2,280	ADD
203	USS Investment Management Ltd	$11.8M	130,274	+18,239	ADD
204	Jackson Hole Capital Partners, LLC	$11.8M	130,005	+3,718	ADD
205	DIVIDEND ASSETS CAPITAL, LLC	$11.7M	129,177	−33,779	TRIM
206	Sprinkle Financial Consultants LLC	$11.5M	127,779	+9,814	ADD
207	MML INVESTORS SERVICES, LLC	$11.5M	127,576	+56,743	ADD
208	Pathstone Holdings, LLC	$11.5M	126,900	+4,802	ADD
209	MidFirst Bank	$11.4M	126,671	−3,026	TRIM
210	Steward Partners Investment Advisory, LLC	$11.3M	124,842	+7,395	ADD
211	CANADA PENSION PLAN INVESTMENT BOARD	$11.2M	123,811	+84,227	ADD
212	Texas Yale Capital Corp.	$11.2M	123,597	−951	TRIM
213	Woodline Partners LP	$11.1M	123,246	+15,878	ADD
214	Teamwork Financial Advisors, LLC	$11.1M	123,115	+123,115	NEW
215	Rafferty Asset Management, LLC	$11.0M	121,826	−3,038	TRIM
216	Boston Partners	$11.0M	121,529	+58,821	ADD
217	Daiwa Securities Group Inc.	$11.0M	121,439	+4,968	ADD
218	NATIONAL BANK OF CANADA /FI/	$10.9M	120,622	−68,072	TRIM
219	Hodges Capital Management Inc.	$10.9M	120,346	−36,151	TRIM
220	Cyndeo Wealth Partners, LLC	$10.7M	118,738	+108,448	ADD
221	Robertson Opportunity Capital, LLC	$10.7M	117,998	0	NO CHANGE
222	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$10.6M	116,769	+46,116	ADD
223	Cambridge Financial Group, Inc.	$10.4M	115,507	+1,812	ADD
224	BROWN ADVISORY INC	$10.4M	115,414	−1,845	TRIM
225	CAPITAL ADVISORS INC/OK	$10.4M	115,038	+5,121	ADD
226	KEYBANK NATIONAL ASSOCIATION/OH	$10.4M	114,560	+1,872	ADD
227	Ethic Inc.	$10.3M	113,554	+42,876	ADD
228	&PARTNERS	$10.3M	113,525	−13,926	TRIM
229	U.S. Capital Wealth Advisors, LLC	$10.3M	113,408	−1,174	TRIM
230	JANE STREET GROUP, LLC	$10.2M	112,468	+92,698	ADD
231	TEACHER RETIREMENT SYSTEM OF TEXAS	$10.1M	112,043	−1,193	TRIM
232	BANK OF NOVA SCOTIA	$9.8M	107,889	−21,223	TRIM
233	Sowell Financial Services LLC	$9.7M	107,147	+3,086	ADD
234	XPONANCE LLC	$9.6M	106,627	+14,771	ADD
235	INTECH INVESTMENT MANAGEMENT LLC	$9.6M	105,889	−347,031	TRIM
236	GUGGENHEIM CAPITAL LLC	$9.5M	105,070	+36,284	ADD
237	EVERETT HARRIS & CO /CA/	$9.4M	103,755	−1,475	TRIM
238	Allianz Asset Management GmbH	$9.3M	102,985	+22,725	ADD
239	HUDSON EDGE INVESTMENT PARTNERS INC.	$9.3M	102,623	−1,837	TRIM
240	Sumitomo Mitsui DS Asset Management Company, Ltd	$9.2M	102,269	+7,302	ADD
241	Utah Retirement Systems	$9.2M	101,580	−1,686	TRIM
242	Calamos Advisors LLC	$8.9M	98,503	0	NO CHANGE
243	Wealthfront Advisers LLC	$8.9M	98,131	+8,632	ADD
244	Rakuten Investment Management, Inc.	$8.7M	93,384	+10,587	ADD
245	Sovereign Investment Advisors, LLC	$8.7M	95,849	+447	ADD
246	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$8.4M	93,382	+2,196	ADD
247	Cadent Capital Advisors, LLC	$8.4M	92,473	+1,159	ADD
248	Autumn Glory Partners, LLC	$8.3M	92,340	+9,951	ADD
249	Metis Global Partners, LLC	$8.3M	92,164	−10,750	TRIM
250	INFRASTRUCTURE CAPITAL ADVISORS, LLC	$8.2M	91,229	−52,067	TRIM
251	ABN AMRO INVESTMENT SOLUTIONS	$8.2M	90,666	+8,844	ADD
252	Moors & Cabot, Inc.	$7.9M	87,404	−3,112	TRIM
253	MERCER GLOBAL ADVISORS INC /ADV	$7.9M	86,999	−569	TRIM
254	DEARBORN PARTNERS LLC	$7.9M	86,960	−2,810	TRIM
255	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$7.8M	86,730	−24,826	TRIM
256	Rodgers Brothers Inc.	$7.7M	84,980	−2,575	TRIM
257	L & S Advisors Inc	$7.6M	84,385	+84,385	NEW
258	CITIZENS FINANCIAL GROUP INC/RI	$7.6M	83,769	−1,238	TRIM
259	DAVENPORT & Co LLC	$7.4M	81,480	+7,123	ADD
260	OPPENHEIMER & CO INC	$7.3M	81,129	−2,563	TRIM
261	Moran Wealth Management, LLC	$7.3M	81,095	−10,918	TRIM
262	NISSAY ASSET MANAGEMENT CORP /JAPAN	$7.3M	80,897	+1,065	ADD
263	INTACT INVESTMENT MANAGEMENT INC.	$7.3M	80,500	0	NO CHANGE
264	JONES FINANCIAL COMPANIES LLLP	$7.3M	80,306	−4,025	TRIM
265	Cherokee Insurance Co	$7.1M	78,515	0	NO CHANGE
266	AlTi Global, Inc.	$7.1M	79,973	+75,777	ADD
267	Waverly Advisors, LLC	$7.0M	77,687	+59,831	ADD
268	Man Group plc	$7.0M	77,595	−20,503	TRIM
269	Lido Advisors, LLC	$7.0M	77,363	+43,854	ADD
270	Socorro Asset Management LP	$6.9M	76,179	−11,909	TRIM
271	US BANCORP \DE\	$6.9M	76,014	−4,893	TRIM
272	Royal Fund Management, LLC	$6.8M	75,753	−4,630	TRIM
273	Mesirow Financial Investment Management, Inc.	$6.8M	75,478	+38,054	ADD
274	Vanguard Personalized Indexing Management, LLC	$6.6M	72,689	+3,830	ADD
275	Catherine Avery Investment Management LLC	$6.6M	72,600	+15,036	ADD
276	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$6.5M	72,098	+100	ADD
277	B. Metzler seel. Sohn & Co. AG	$6.5M	71,721	+359	ADD
278	First Dallas Securities Inc.	$6.5M	71,619	−1,994	TRIM
279	Stratos Wealth Partners, LTD.	$6.4M	70,952	−4,326	TRIM
280	Candriam S.C.A.	$6.4M	70,947	+8,654	ADD
281	Generali Asset Management SPA SGR	$6.1M	67,693	−452	TRIM
282	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	$6.1M	67,122	+5,278	ADD
283	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$6.0M	66,915	−639	TRIM
284	YOUSIF CAPITAL MANAGEMENT, LLC	$6.0M	65,909	−2,494	TRIM
285	GLENMEDE TRUST CO NA	$5.9M	64,734	+7,274	ADD
286	OP Asset Management Ltd	$5.7M	62,681	—	NO PRIOR
287	Chesley Taft & Associates LLC	$5.6M	62,069	+3,930	ADD
288	WCG Wealth Advisors LLC	$5.6M	62,038	−10,272	TRIM
289	TCTC Holdings, LLC	$5.6M	61,537	+125	ADD
290	CREDIT AGRICOLE S A	$5.5M	60,842	+4,862	ADD
291	Empowered Funds, LLC	$5.4M	60,139	+60,139	NEW
292	CWM, LLC	$5.4M	59,806	+1,701	ADD
293	PEAK6 LLC	$5.4M	59,482	−304,568	TRIM
294	Ipswich Investment Management Co., Inc.	$5.4M	59,426	−4,629	TRIM
295	Vinva Investment Management Ltd	$5.4M	57,617	+57,617	NEW
296	COWA, LLC	$5.4M	59,233	+6,057	ADD
297	Private Advisor Group, LLC	$5.3M	58,874	+1,812	ADD
298	Prosperity Consulting Group, LLC	$5.3M	58,720	−1,941	TRIM
299	South Street Advisors LLC	$5.2M	57,332	−1,901	TRIM
300	EVERPAR ADVISORS LLC	$5.1M	56,459	−138	TRIM
301	Pinnacle Holdings, LLC	$5.1M	56,298	−2,112	TRIM
302	UniSuper Management Pty Ltd	$5.1M	56,263	−2,311	TRIM
303	Cresset Asset Management, LLC	$5.0M	55,824	+13,973	ADD
304	Pathway Financial Advisers, LLC	$5.0M	54,916	+54,916	NEW
305	Seneca House Advisors	$4.9M	54,192	−3,401	TRIM
306	KESTRA PRIVATE WEALTH SERVICES, LLC	$4.9M	54,060	+12,022	ADD
307	Barnett & Company, Inc.	$4.8M	53,466	+950	ADD
308	Brookstone Capital Management	$4.8M	53,380	−6,852	TRIM
309	EXENCIAL WEALTH ADVISORS, LLC	$4.8M	52,694	+1,173	ADD
310	Greenfield Seitz Capital Management, LLC	$4.7M	52,400	−236	TRIM
311	Avior Wealth Management, LLC	$4.7M	52,291	+1,368	ADD
312	Meixler Investment Management, Ltd.	$4.7M	53,277	+12,407	ADD
313	Ensign Peak Advisors, Inc	$4.7M	51,767	−19,999	TRIM
314	Geneos Wealth Management Inc.	$4.7M	51,586	+761	ADD
315	Fulcrum Equity Management	$4.7M	51,550	+661	ADD
316	Ausbil Investment Management Ltd	$4.6M	52,357	+52,357	NEW
317	MGO ONE SEVEN LLC	$4.6M	50,501	−14	TRIM
318	Ellsworth Advisors, LLC	$4.5M	50,249	+50,249	NEW
319	Investment Management Corp of Ontario	$4.5M	49,943	−9,103	TRIM
320	Apollon Wealth Management, LLC	$4.5M	49,858	+3,120	ADD
321	LEGACY FINANCIAL GROUP, INC.	$4.5M	49,777	−280	TRIM
322	Penobscot Investment Management Company, Inc.	$4.5M	49,772	+525	ADD
323	MAI Capital Management	$4.5M	49,390	+326	ADD
324	RWA WEALTH PARTNERS, LLC	$4.4M	49,151	+8,116	ADD
325	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$4.4M	50,676	−9,881	TRIM
326	HARVEY CAPITAL MANAGEMENT INC	$4.4M	48,798	−20,072	TRIM
327	Stokes Capital Advisors, LLC	$4.4M	48,496	+45,195	ADD
328	apricus wealth, LLC	$4.3M	47,825	+575	ADD
329	Oxler Private Wealth LLC	$4.2M	46,893	+580	ADD
330	Orion Porfolio Solutions, LLC	$4.2M	46,381	−2,080	TRIM
331	Farringdon Capital, Ltd.	$4.2M	46,110	+39,910	ADD
332	Capital International, Inc./CA/	$4.2M	46,081	+46,081	NEW
333	WBI INVESTMENTS, LLC	$4.0M	44,729	−2,630	TRIM
334	FIRST CITIZENS BANK & TRUST CO	$4.0M	44,676	+3,410	ADD
335	Corps Capital Advisors, LLC	$4.0M	44,082	+3,300	ADD
336	Avantax Planning Partners, Inc.	$3.9M	43,681	−1,785	TRIM
337	COLDSTREAM CAPITAL MANAGEMENT INC	$3.9M	43,630	+1,782	ADD
338	Legato Capital Management LLC	$3.9M	43,000	+13,000	ADD
339	Larson Financial Group LLC	$3.9M	42,967	−1,590	TRIM
340	Edgemoor Investment Advisors, Inc.	$3.9M	42,839	−611	TRIM
341	Envestnet Portfolio Solutions, Inc.	$3.8M	41,879	+4,692	ADD
342	Garner Asset Management Corp	$3.8M	41,560	−353	TRIM
343	Sagefield Capital LP	$3.8M	41,525	−46,228	TRIM
344	Uniplan Investment Counsel, Inc.	$3.7M	41,267	−1,746	TRIM
345	KENNEDY CAPITAL MANAGEMENT LLC	$3.7M	40,885	+752	ADD
346	BRADLEY FOSTER & SARGENT INC/CT	$3.7M	40,811	−1,107	TRIM
347	MONETA GROUP INVESTMENT ADVISORS LLC	$3.7M	40,703	−416	TRIM
348	Vontobel Holding Ltd.	$3.7M	40,519	+14,450	ADD
349	Morningstar Investment Management LLC	$3.7M	40,401	+2,366	ADD
350	STEPHENS INC /AR/	$3.6M	39,929	+3,055	ADD
351	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$3.6M	39,852	−1,391	TRIM
352	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$3.6M	39,521	−838,353	TRIM
353	Knollwood Investment Advisory, LLC	$3.6M	39,497	0	NO CHANGE
354	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$3.6M	39,431	−33,462	TRIM
355	SL ADVISORS, LLC	$3.5M	38,995	−550	TRIM
356	Mediolanum International Funds Ltd	$3.5M	37,860	+11,360	ADD
357	Maven Securities LTD	$3.5M	38,974	+38,974	NEW
358	MIZUHO SECURITIES USA LLC	$3.4M	38,040	−7,777	TRIM
359	Triune Financial Partners, LLC	$3.4M	38,028	+23,489	ADD
360	Kingsview Wealth Management, LLC	$3.4M	38,026	+537	ADD
361	OPPENHEIMER ASSET MANAGEMENT INC.	$3.4M	37,951	−3,220	TRIM
362	NFJ INVESTMENT GROUP, LLC	$3.4M	37,621	−38,769	TRIM
363	Elo Mutual Pension Insurance Co	$3.4M	37,347	−28,361	TRIM
364	HIGHLAND CAPITAL MANAGEMENT, LLC	$3.4M	37,340	−110	TRIM
365	Curi Capital, LLC	$3.4M	37,299	+3,635	ADD
366	WP Advisors, LLC	$3.4M	37,088	−3,153	TRIM
367	Arvest Bank Trust Division	$3.3M	36,880	+165	ADD
368	ArchPoint Investors	$3.3M	36,315	0	NO CHANGE
369	HARTFORD INVESTMENT MANAGEMENT CO	$3.2M	35,946	−428	TRIM
370	BALYASNY ASSET MANAGEMENT L.P.	$3.2M	35,915	−23,138	TRIM
371	Castle Rock Wealth Management, LLC	$3.2M	36,652	+436	ADD
372	Baird Financial Group, Inc.	$3.2M	35,728	+35,728	NEW
373	Midwest Financial Group LLC	$3.2M	35,594	+197	ADD
374	Jefferies Financial Group Inc.	$3.2M	34,881	−88,065	TRIM
375	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$3.2M	34,850	0	NO CHANGE
376	Summit Trail Advisors, LLC	$3.1M	34,827	+4,525	ADD
377	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.1M	34,712	+34,712	NEW
378	Charles Schwab Trust Co	$3.1M	34,634	0	NO CHANGE
379	CASTLEARK MANAGEMENT LLC	$3.1M	34,458	+8,720	ADD
380	RFG Advisory, LLC	$3.1M	34,450	+3,927	ADD
381	Glenview Trust Co	$3.1M	34,238	+7,924	ADD
382	Abound Wealth Management	$3.1M	34,215	+905	ADD
383	BNC WEALTH MANAGEMENT, LLC	$3.1M	34,132	+34,132	NEW
384	Atria Investments, Inc	$3.1M	34,019	−6,346	TRIM
385	VISTA INVESTMENT PARTNERS LLC	$3.0M	33,514	+9,804	ADD
386	PRIVATE MANAGEMENT GROUP INC	$3.0M	33,350	−32	TRIM
387	CARRET ASSET MANAGEMENT, LLC	$3.0M	32,952	−200	TRIM
388	Inspire Investing, LLC	$3.0M	32,826	+27,036	ADD
389	Crossmark Global Holdings, Inc.	$3.0M	32,807	—	NO PRIOR
390	Twelve Points Wealth Management LLC	$3.0M	32,651	+2,049	ADD
391	Summit Financial, LLC	$2.9M	32,596	+1,998	ADD
392	Camarda Financial Advisors, LLC	$2.9M	32,561	+32,561	NEW
393	Equitable Holdings, Inc.	$2.9M	39,387	+2,554	ADD
394	Capital Group Private Client Services, Inc.	$2.9M	32,008	+711	ADD
395	Evanson Asset Management, LLC	$2.9M	31,977	−1,371	TRIM
396	LaFleur & Godfrey LLC	$2.9M	31,861	−800	TRIM
397	MCGUIRE CAPITAL ADVISORS INC	$2.9M	31,649	−6,399	TRIM
398	Beaird Harris Wealth Management, LLC	$2.9M	31,636	+3	ADD
399	INTEGRITY ALLIANCE, LLC.	$2.8M	31,389	−629	TRIM
400	ABC ARBITRAGE SA	$2.8M	31,389	+11,740	ADD
401	Caitong International Asset Management Co., Ltd	$2.8M	31,368	+31,368	NEW
402	Norinchukin Bank, The	$2.8M	31,076	+592	ADD
403	HB Wealth Management, LLC	$2.8M	30,936	+2,628	ADD
404	FFT WEALTH MANAGEMENT LLC	$2.8M	30,715	0	NO CHANGE
405	Vivid Wealth Management, LLC	$2.8M	30,504	+30,504	NEW
406	TWO SIGMA INVESTMENTS, LP	$2.8M	30,440	0	NO CHANGE
407	Cypress Capital Group	$2.7M	30,406	+26,706	ADD
408	APG Asset Management N.V.	$2.7M	34,954	−13,839	TRIM
409	Robeco Institutional Asset Management B.V.	$2.7M	30,047	−4,620	TRIM
410	FLPUTNAM INVESTMENT MANAGEMENT CO	$2.7M	29,975	+105	ADD
411	Vestmark Advisory Solutions, Inc.	$2.7M	29,779	+1,929	ADD
412	PROFUND ADVISORS LLC	$2.7M	29,764	+7,768	ADD
413	Norris Financial Group, LLC	$2.7M	29,487	—	NO PRIOR
414	Siemens Fonds Invest GmbH	$2.7M	29,357	+168	ADD
415	Palouse Capital Management, Inc.	$2.6M	28,782	+920	ADD
416	SageGuard Financial Group, LLC	$2.6M	28,751	−3,301	TRIM
417	Independent Advisor Alliance	$2.6M	28,593	+291	ADD
418	Banque Cantonale Vaudoise	$2.6M	28,471	−217	TRIM
419	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	$2.6M	28,439	+780	ADD
420	Disciplined Investments, LLC	$2.5M	27,928	+6,351	ADD
421	Segment Wealth Management, LLC	$2.5M	27,921	+290	ADD
422	Linden Thomas Advisory Services, LLC	$2.5M	27,734	+749	ADD
423	BankPlus Trust Department	$2.5M	27,607	−6,002	TRIM
424	OMERS ADMINISTRATION Corp	$2.5M	27,512	+6,584	ADD
425	XXI WEALTH, LLC	$2.5M	27,318	−351	TRIM
426	CHILTON CAPITAL MANAGEMENT LLC	$2.5M	27,165	−2,320	TRIM
427	Tevis Investment Management	$2.4M	26,910	+4,065	ADD
428	Summit Financial Wealth Advisors, LLC	$2.4M	26,512	+233	ADD
429	Dai-ichi Life Insurance Company, Ltd	$2.4M	26,412	+10,492	ADD
430	Wealthspire Advisors, LLC	$2.4M	26,371	−2,704	TRIM
431	Snowden Capital Advisors LLC	$2.4M	26,337	+1,541	ADD
432	Pine Valley Investments Ltd Liability Co	$2.4M	26,261	+122	ADD
433	Ramirez Asset Management, Inc.	$2.4M	26,254	+1,017	ADD
434	SHELTON CAPITAL MANAGEMENT	$2.4M	26,024	0	NO CHANGE
435	MUFG Securities EMEA plc	$2.3M	25,847	0	NO CHANGE
436	BEACON FINANCIAL GROUP	$2.3M	25,765	—	NO PRIOR
437	FOUNDATIONS INVESTMENT ADVISORS, LLC	$2.3M	25,729	+2,159	ADD
438	Silverberg Bernstein Capital Management LLC	$2.3M	25,647	+666	ADD
439	EP Wealth Advisors, LLC	$2.3M	25,485	−5,159	TRIM
440	Laird Norton Wetherby Trust Company, LLC	$2.3M	25,409	+79	ADD
441	AMERICAN FINANCIAL GROUP INC	$2.3M	25,172	0	NO CHANGE
442	Ashton Thomas Private Wealth, LLC	$2.3M	25,037	+679	ADD
443	SILVERLAKE WEALTH MANAGEMENT LLC	$2.3M	24,963	+1,544	ADD
444	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	$2.3M	24,960	−80	TRIM
445	SHRIER WEALTH MANAGEMENT, LLC	$2.3M	24,950	+1,270	ADD
446	RBA Wealth Management, LLC	$2.2M	24,724	+24,724	NEW
447	Andrew Hill Investment Advisors, Inc.	$2.2M	24,620	−8,491	TRIM
448	Merit Financial Group, LLC	$2.2M	24,337	+2,215	ADD
449	Richard Bernstein Advisors LLC	$2.2M	24,281	+24,281	NEW
450	WESTBOURNE INVESTMENTS, INC.	$2.2M	24,021	+346	ADD
451	DONALDSON CAPITAL MANAGEMENT, LLC	$2.1M	23,620	+2,529	ADD
452	SHEETS SMITH WEALTH MANAGEMENT	$2.1M	23,515	+5	ADD
453	ELEVATION POINT WEALTH PARTNERS, LLC	$2.1M	23,233	+1,610	ADD
454	Saudi Central Bank	$2.1M	23,226	+23,226	NEW
455	EVENTIDE ASSET MANAGEMENT, LLC	$2.1M	22,435	+73	ADD
456	MONARCH CAPITAL MANAGEMENT INC	$2.0M	22,616	+775	ADD
457	Turtle Creek Wealth Advisors, LLC	$2.0M	22,605	−231	TRIM
458	Edgestream Partners, L.P.	$2.0M	22,436	−54,730	TRIM
459	Herold Advisors, Inc.	$2.0M	22,251	−1,996	TRIM
460	VestGen Advisors, LLC	$2.0M	22,548	+22,548	NEW
461	ARVEST INVESTMENTS, INC.	$2.0M	22,030	−403	TRIM
462	TWO SIGMA SECURITIES, LLC	$2.0M	21,952	+18,081	ADD
463	Lee Financial Co	$2.0M	21,685	0	NO CHANGE
464	Trust Investment Advisors	$2.0M	21,647	−3,753	TRIM
465	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.9M	21,116	+131	ADD
466	WealthTrust Axiom LLC	$1.9M	21,069	+19	ADD
467	HARMONY ASSET MANAGEMENT LLC	$1.9M	21,063	+5,072	ADD
468	Prudent Man Advisors, LLC	$1.9M	21,044	+7,707	ADD
469	ADAMSBROWN WEALTH CONSULTANTS LLC	$1.9M	20,936	+1,795	ADD
470	QRG CAPITAL MANAGEMENT, INC.	$1.9M	20,899	+11,806	ADD
471	NOMURA HOLDINGS INC	$1.9M	20,852	+20,852	NEW
472	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.9M	21,062	+21,062	NEW
473	Howard Capital Management, LLC	$1.9M	20,756	+3,488	ADD
474	Cornerstone Wealth Management, LLC	$1.9M	20,543	+1,217	ADD
475	SBI Securities Co., Ltd.	$1.8M	20,430	+2,998	ADD
476	New Age Alpha Advisors, LLC	$1.8M	20,408	+20,408	NEW
477	QUADRANT CAPITAL GROUP LLC	$1.8M	20,374	+86	ADD
478	Truvestments Capital LLC	$1.8M	20,326	+18,966	ADD
479	IHT Wealth Management, LLC	$1.8M	20,302	+3,165	ADD
480	RKL Wealth Management LLC	$1.8M	20,235	−233	TRIM
481	Brevan Howard Capital Management LP	$1.8M	20,194	+15,911	ADD
482	Vise Technologies, Inc.	$1.8M	24,814	0	NO CHANGE
483	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.8M	20,135	+30	ADD
484	1832 Asset Management L.P.	$1.8M	20,040	+20,040	NEW
485	OUTFITTERS FINANCIAL LLC	$1.8M	20,000	0	NO CHANGE
486	Bridgewater Associates, LP	$1.8M	19,891	−26,969	TRIM
487	Clear Trail Advisors, LLC	$1.8M	19,797	+978	ADD
488	Cassaday & Co Wealth Management LLC	$1.8M	19,739	−403	TRIM
489	Talon Private Wealth, LLC	$1.8M	19,681	—	NO PRIOR
490	MONETARY MANAGEMENT GROUP INC	$1.8M	19,550	+450	ADD
491	Donoghue Forlines LLC	$1.8M	19,422	−723	TRIM
492	Argyle Capital Partners, LLC	$1.8M	19,413	+336	ADD
493	FIDELIS CAPITAL PARTNERS, LLC	$1.7M	19,340	+16,194	ADD
494	RS CRUM INC.	$1.7M	19,321	0	NO CHANGE
495	AXXCESS WEALTH MANAGEMENT, LLC	$1.7M	19,314	+7,985	ADD
496	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.7M	19,313	−47	TRIM
497	GREENWOOD CAPITAL ASSOCIATES LLC	$1.7M	19,295	−8,752	TRIM
498	Buckley Wealth Management, LLC	$1.7M	19,284	+655	ADD
499	MINDSET WEALTH MANAGEMENT, LLC	$1.7M	19,260	+4,206	ADD
500	Connor, Clark & Lunn Investment Management Ltd.	$1.7M	19,220	+19,220	NEW

Truncated by Public Filings. Top 500 of 1,379 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 · OKE

Congress · last 90 days

Buyers: 0 — —
Sellers: 1 Kevin Hern R–OK-1 $65K–$150K

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 $32.0M held
Trimming: 2 Bridgewater Associates, Caxton Associates $1.8M held

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

Merged timeline of congressional filings and notable-manager moves on OKE
Date	Who	Change	Size
2026-09-25	Kevin Hern Congress	EXCHANGE	$100K–$250K
2026-09-25	Kevin Hern Congress	EXCHANGE	$500K–$1M
2026-09-25	Kevin Hern Congress	SELL	$15K–$50K
2026-09-25	Kevin Hern Congress	SELL	$50K–$100K
2026-05-15	Gotham Asset Management 13F	ADD	+54,673 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−26,969 sh
2026-05-14	Caxton Associates 13F	EXIT	−53,721 sh

7 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.