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 ↗

VERTIV HOLDINGS CO · COM CL A · Q1 2026 · 7 members disclosed VRT ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,377 holders are listed, largest first: 1,377
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $65.0B
holders whose share count rose or who opened the position (new + add), by shares: 751
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 112

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 VRT ranked by reported value, 1–25 of 1,377 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$9.3B	37,207,167	+5,159,226	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$6.2B	24,858,319	—	NO PRIOR
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$4.5B	17,926,522	—	NO PRIOR
4	STATE STREET CORP	$4.0B	15,826,560	+7,131,660	ADD
5	BANK OF AMERICA CORP /DE/	$2.1B	8,416,966	−814,371	TRIM
6	MORGAN STANLEY	$1.7B	6,655,117	+311,988	ADD
7	Invesco Ltd.	$1.6B	6,547,726	+573,521	ADD
8	UBS Group AG	$1.4B	5,448,573	+2,232,208	ADD
9	FMR LLC	$1.4B	5,413,853	−1,479,819	TRIM
10	NORTHERN TRUST CORP	$899M	3,586,953	+775,208	ADD
11	AMERICAN CENTURY COMPANIES INC	$834M	3,326,325	+131,061	ADD
12	WELLINGTON MANAGEMENT GROUP LLP	$833M	3,325,980	−670,145	TRIM
13	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$741M	2,957,829	+915,844	ADD
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$679M	2,709,276	+51,328	ADD
15	Nuveen, LLC	$671M	2,676,457	−1,138,586	TRIM
16	Clearbridge Investments, LLC	$655M	2,614,702	−203,858	TRIM
17	AQR CAPITAL MANAGEMENT LLC	$655M	2,672,760	+863,980	ADD
18	ALKEON CAPITAL MANAGEMENT LLC	$627M	2,501,980	+498,870	ADD
19	DIMENSIONAL FUND ADVISORS LP	$606M	2,421,808	−246,389	TRIM
20	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$571M	2,277,758	+122,165	ADD
21	VANGUARD FIDUCIARY TRUST CO	$553M	2,207,244	—	NO PRIOR
22	COOPERMAN LEON G	$541M	2,157,789	0	NO CHANGE
23	Legal & General Group Plc	$530M	2,115,523	+79,248	ADD
24	WELLS FARGO & COMPANY/MN	$524M	2,089,328	−225,503	TRIM
25	SCHRODER INVESTMENT MANAGEMENT GROUP	$519M	2,072,504	+288,170	ADD

Show the top 500 of 1,377 holders

13F holders of VRT ranked by reported value, 26–500 of 1,377 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	Robeco Institutional Asset Management B.V.	$516M	2,058,028	+865,694	ADD
27	Value Aligned Research Advisors, LLC	$486M	1,939,869	−233,522	TRIM
28	WESTFIELD CAPITAL MANAGEMENT CO LP	$482M	1,921,696	−356,020	TRIM
29	RAYMOND JAMES FINANCIAL INC	$477M	1,962,531	−197,279	TRIM
30	FEDERATED HERMES, INC.	$444M	1,770,187	+473,322	ADD
31	DEUTSCHE BANK AG\	$398M	1,588,186	−178,027	TRIM
32	VOYA INVESTMENT MANAGEMENT LLC	$390M	1,557,584	+529,420	ADD
33	Polar Capital Holdings Plc	$386M	1,540,959	+713,174	ADD
34	Amundi	$352M	1,404,922	−307,516	TRIM
35	FRANKLIN RESOURCES INC	$325M	1,296,169	+256,973	ADD
36	ROYAL BANK OF CANADA	$304M	1,211,910	+147,497	ADD
37	FULLER & THALER ASSET MANAGEMENT, INC.	$298M	1,189,618	+1,189,618	NEW
38	BAMCO INC /NY/	$296M	1,181,144	−364,428	TRIM
39	Swiss National Bank	$267M	1,065,900	+71,700	ADD
40	Mirova US LLC	$256M	1,022,714	+240,856	ADD
41	Darsana Capital Partners LP	$251M	1,000,000	−500,000	TRIM
42	COATUE MANAGEMENT LLC	$246M	981,633	+152,686	ADD
43	RENAISSANCE TECHNOLOGIES LLC	$243M	967,990	−176,339	TRIM
44	Allspring Global Investments Holdings, LLC	$241M	930,685	+76,090	ADD
45	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$229M	911,930	+911,930	NEW
46	HSBC HOLDINGS PLC	$219M	874,359	−52,229	TRIM
47	Janus Henderson Group Ltd.	$217M	865,412	−513,478	TRIM
48	CANADA PENSION PLAN INVESTMENT BOARD	$216M	860,668	−9,522	TRIM
49	Mitsubishi UFJ Asset Management Co., Ltd.	$212M	844,430	+492,393	ADD
50	Vanguard Global Advisers, LLC	$211M	841,784	—	NO PRIOR
51	ENVESTNET ASSET MANAGEMENT INC	$206M	823,943	+364,429	ADD
52	LPL Financial LLC	$193M	772,033	+39,077	ADD
53	ROYAL LONDON ASSET MANAGEMENT LTD	$191M	761,668	−149,958	TRIM
54	Zurcher Kantonalbank (Zurich Cantonalbank)	$181M	724,040	−90,299	TRIM
55	Robeco Schweiz AG	$181M	722,999	−150,884	TRIM
56	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$179M	713,038	+812	ADD
57	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$178M	709,114	−10,822	TRIM
58	US BANCORP \DE\	$171M	682,743	−41,178	TRIM
59	Atika Capital Management LLC	$167M	666,100	+30,000	ADD
60	VANGUARD ASSET MANAGEMENT, Ltd	$164M	653,571	—	NO PRIOR
61	1832 Asset Management L.P.	$163M	649,982	−957,567	TRIM
62	STIFEL FINANCIAL CORP	$156M	622,262	−23,855	TRIM
63	Ensign Peak Advisors, Inc	$148M	590,134	+130,826	ADD
64	National Pension Service	$145M	580,325	+580,325	NEW
65	CORSAIR CAPITAL MANAGEMENT, L.P.	$145M	577,152	−16,400	TRIM
66	CITIGROUP INC	$143M	569,168	−42,541	TRIM
67	SEI INVESTMENTS CO	$142M	567,581	+343,900	ADD
68	FIRST MANHATTAN CO. LLC.	$138M	552,093	−126,086	TRIM
69	LOCUST WOOD CAPITAL ADVISERS, LLC	$135M	540,293	−305,622	TRIM
70	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$130M	518,952	−574,010	TRIM
71	Cannell & Spears LLC	$129M	515,145	−82,819	TRIM
72	Swedbank AB	$126M	501,259	+195,681	ADD
73	BANK OF MONTREAL /CAN/	$125M	497,820	+139,784	ADD
74	Stephens Investment Management Group LLC	$123M	489,719	−110,944	TRIM
75	Korea Investment CORP	$122M	485,289	+84,285	ADD
76	PANAGORA ASSET MANAGEMENT INC	$120M	479,432	−20,934	TRIM
77	OP Asset Management Ltd	$120M	477,425	—	NO PRIOR
78	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$119M	476,038	−27,509	TRIM
79	Pictet Asset Management Holding SA	$118M	470,970	−462,303	TRIM
80	Blue Whale Capital LLP	$114M	456,308	−442,543	TRIM
81	Squarepoint Ops LLC	$109M	436,369	+337,204	ADD
82	PRINCIPAL FINANCIAL GROUP INC	$108M	432,873	+423,320	ADD
83	Bridgewater Associates, LP	$108M	429,766	−833	TRIM
84	Chescapmanager LLC	$106M	422,000	0	NO CHANGE
85	Holocene Advisors, LP	$105M	417,651	−58,807	TRIM
86	Temasek Holdings (Private) Ltd	$103M	411,631	−59,448	TRIM
87	NORDEA INVESTMENT MANAGEMENT AB	$101M	421,986	+93,765	ADD
88	Zuckerman Investment Group, LLC	$101M	401,492	−245,056	TRIM
89	STATE OF MICHIGAN RETIREMENT SYSTEM	$99.1M	395,600	+156,300	ADD
90	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$97.2M	387,929	+277,536	ADD
91	CIBC Bancorp USA Inc.	$96.7M	385,672	—	NO PRIOR
92	NOMURA ASSET MANAGEMENT CO LTD	$93.9M	374,564	−12,877	TRIM
93	Hardman Johnston Global Advisors LLC	$93.1M	371,396	−49,545	TRIM
94	Chicago Capital, LLC	$92.5M	368,970	+89,961	ADD
95	ALLIANCEBERNSTEIN L.P.	$89.4M	551,565	+272,186	ADD
96	STOREBRAND ASSET MANAGEMENT AS	$89.0M	355,167	—	NO PRIOR
97	Styrax Capital, LP	$87.7M	350,000	−45,347	TRIM
98	Connor, Clark & Lunn Investment Management Ltd.	$86.0M	343,258	+333,261	ADD
99	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$84.0M	335,191	−8,434	TRIM
100	Universal- Beteiligungs- und Servicegesellschaft mbH	$82.5M	329,060	+11,299	ADD
101	Tidal Investments LLC	$80.1M	319,843	+166,377	ADD
102	AVIVA PLC	$79.5M	317,401	+17,420	ADD
103	BNP Paribas Asset Management Holding S.A.	$78.8M	315,100	−83,507	TRIM
104	Rockefeller Capital Management L.P.	$75.8M	302,507	+37,022	ADD
105	EARNEST PARTNERS LLC	$75.0M	299,500	−4,088	TRIM
106	Cetera Investment Advisers	$74.1M	295,756	+13,670	ADD
107	ADAGE CAPITAL PARTNERS GP, L.L.C.	$73.3M	292,700	+292,700	NEW
108	TOCQUEVILLE ASSET MANAGEMENT L.P.	$73.0M	291,400	−46,771	TRIM
109	Assenagon Asset Management S.A.	$72.6M	289,655	+128,571	ADD
110	Aberdeen Group plc	$71.6M	285,835	+30,057	ADD
111	NEEDHAM INVESTMENT MANAGEMENT LLC	$71.5M	285,250	0	NO CHANGE
112	FIRST TRUST ADVISORS LP	$70.0M	279,285	−49,135	TRIM
113	Walleye Trading LLC	$69.1M	275,809	+275,809	NEW
114	TRUIST FINANCIAL CORP	$68.1M	271,958	+64,635	ADD
115	FOUNDATIONS INVESTMENT ADVISORS, LLC	$66.7M	266,048	+15,646	ADD
116	Highlander Partners, L.P.	$66.0M	263,569	−30,000	TRIM
117	DANSKE BANK A/S	$65.3M	260,748	−5,607	TRIM
118	Senator Investment Group LP	$65.2M	260,000	−14,055	TRIM
119	Migdal Insurance & Financial Holdings Ltd.	$63.9M	255,172	+255,172	NEW
120	Mirae Asset Global Investments Co., Ltd.	$63.7M	254,203	+47,267	ADD
121	Allianz Asset Management GmbH	$62.7M	250,061	+15,677	ADD
122	COMMONWEALTH EQUITY SERVICES, LLC	$61.7M	246,290	−8,740	TRIM
123	PRUDENTIAL FINANCIAL INC	$61.2M	244,282	+77,701	ADD
124	DnB Asset Management AS	$59.8M	238,592	+117,335	ADD
125	Marex Group Ltd	$59.4M	237,221	−146,935	TRIM
126	CIBC WORLD MARKET INC.	$57.8M	230,663	+42,986	ADD
127	LBP AM SA	$57.4M	229,243	−274,750	TRIM
128	APG Asset Management N.V.	$56.5M	259,770	−3,925	TRIM
129	OSAIC HOLDINGS, INC.	$56.5M	225,391	+10,799	ADD
130	NATIONAL BANK OF CANADA /FI/	$55.6M	222,011	+190,497	ADD
131	STATE OF WISCONSIN INVESTMENT BOARD	$55.1M	220,071	+24,913	ADD
132	Arnhold LLC	$55.0M	219,385	−54,000	TRIM
133	PFA Pension, Forsikringsaktieselskab	$54.6M	217,736	+217,736	NEW
134	Trexquant Investment LP	$54.3M	216,744	+173,672	ADD
135	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$53.6M	213,991	+182,675	ADD
136	IEQ CAPITAL, LLC	$53.2M	212,189	+58,525	ADD
137	DigitalBridge Group, Inc.	$51.8M	206,790	−34,881	TRIM
138	Empowered Funds, LLC	$51.5M	205,635	+129,661	ADD
139	CI INVESTMENTS INC.	$51.1M	204,031	+3,989	ADD
140	NEW YORK STATE COMMON RETIREMENT FUND	$50.1M	200,021	0	NO CHANGE
141	Mariner, LLC	$49.6M	197,858	+48,464	ADD
142	TEACHER RETIREMENT SYSTEM OF TEXAS	$48.5M	193,411	+181,407	ADD
143	Gotham Asset Management, LLC	$48.3M	192,588	−6,592	TRIM
144	TD ASSET MANAGEMENT INC	$48.1M	192,142	+121,363	ADD
145	Stanley Capital Management, LLC	$47.8M	190,700	−38,300	TRIM
146	Blackstone Inc.	$47.6M	190,000	+55,000	ADD
147	Chevy Chase Trust Holdings, LLC	$47.3M	188,772	+188,772	NEW
148	NISSAY ASSET MANAGEMENT CORP /JAPAN	$47.1M	187,953	−75,365	TRIM
149	Baird Financial Group, Inc.	$46.7M	186,252	+186,252	NEW
150	MACKENZIE FINANCIAL CORP	$45.8M	182,590	+111,553	ADD
151	Vanguard Investments Australia, Ltd.	$45.5M	181,604	—	NO PRIOR
152	Asset Management One Co., Ltd.	$45.1M	179,885	+38,114	ADD
153	Creative Planning	$42.6M	170,008	+31,733	ADD
154	Quantinno Capital Management LP	$42.2M	168,512	+16,011	ADD
155	Cerity Partners LLC	$42.0M	167,482	+36,722	ADD
156	UniSuper Management Pty Ltd	$41.9M	167,166	+69,015	ADD
157	ARS Investment Partners, LLC	$41.5M	165,591	+30,087	ADD
158	THAMES CAPITAL MANAGEMENT LLC	$41.4M	165,191	−13,789	TRIM
159	Vontobel Holding Ltd.	$41.4M	165,147	−24,943	TRIM
160	SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	$40.3M	160,915	−66,050	TRIM
161	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$39.4M	157,401	+157,401	NEW
162	KLP KAPITALFORVALTNING AS	$37.3M	149,000	+5,200	ADD
163	D. E. Shaw & Co., Inc.	$36.9M	147,135	−149,467	TRIM
164	Vinva Investment Management Ltd	$35.0M	148,518	−3,246	TRIM
165	Union Bancaire Privee, UBP SA	$34.4M	160,365	−51,056	TRIM
166	Tredje AP-fonden	$34.3M	136,726	−18,858	TRIM
167	SEB Asset Management AB	$32.9M	131,362	—	NO PRIOR
168	Annex Advisory Services, LLC	$32.2M	128,392	+128,392	NEW
169	HighTower Advisors, LLC	$32.0M	127,810	+13,209	ADD
170	State of New Jersey Common Pension Fund D	$31.4M	125,140	0	NO CHANGE
171	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$31.3M	127,322	−30,390	TRIM
172	BLAIR WILLIAM & CO/IL	$31.3M	124,779	−28,886	TRIM
173	Sumitomo Mitsui DS Asset Management Company, Ltd	$31.0M	123,547	−10,826	TRIM
174	Candriam S.C.A.	$30.9M	123,118	+91,880	ADD
175	NewEdge Advisors, LLC	$29.9M	119,374	+119,374	NEW
176	Talos Eurisko Asset Management LP	$29.9M	119,331	+6,231	ADD
177	ZACKS INVESTMENT MANAGEMENT	$29.6M	118,130	−5,383	TRIM
178	Steward Partners Investment Advisory, LLC	$29.3M	116,922	+642	ADD
179	Dana Investment Advisors, Inc.	$29.2M	116,441	−35,455	TRIM
180	THORNBURG INVESTMENT MANAGEMENT INC	$28.8M	115,016	−18,642	TRIM
181	Lansforsakringar Fondforvaltning AB (publ)	$28.8M	114,919	−2,253	TRIM
182	CASTLEARK MANAGEMENT LLC	$28.2M	112,363	−12,374	TRIM
183	Focus Partners Wealth	$28.1M	111,734	+62,159	ADD
184	Henshaw Capital LLC	$27.9M	111,375	—	NO PRIOR
185	TORONTO DOMINION BANK	$27.8M	110,791	−16,247	TRIM
186	Resona Asset Management Co.,Ltd.	$27.7M	111,925	+7,700	ADD
187	Pennant Investors, LP	$27.3M	109,000	0	NO CHANGE
188	CITADEL ADVISORS LLC	$26.6M	106,123	−688,139	TRIM
189	FIFTH THIRD BANCORP	$26.5M	105,569	+98,853	ADD
190	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	$26.4M	105,199	−76,511	TRIM
191	Czech National Bank	$26.1M	104,187	+104,187	NEW
192	XPONANCE LLC	$26.1M	104,085	+22,260	ADD
193	PRUDENTIAL PLC	$25.6M	102,137	+4,986	ADD
194	Daiwa Securities Group Inc.	$25.3M	100,907	+31,607	ADD
195	Ma Investment Partnership, LP	$25.1M	100,000	—	NO PRIOR
196	Richard C. Young & CO., LTD.	$25.1M	99,996	+746	ADD
197	Arizona State Retirement System	$24.7M	98,753	−1,004	TRIM
198	EFG International AG	$24.3M	97,085	−18,622	TRIM
199	TD Waterhouse Canada Inc.	$24.3M	93,724	+49,190	ADD
200	CREDIT AGRICOLE S A	$24.1M	96,176	−163,358	TRIM
201	CWM, LLC	$24.0M	95,625	+23,658	ADD
202	Private Advisor Group, LLC	$23.9M	95,248	−4,786	TRIM
203	EVENTIDE ASSET MANAGEMENT, LLC	$23.8M	95,010	−10,989	TRIM
204	KING LUTHER CAPITAL MANAGEMENT CORP	$23.4M	93,200	+4,583	ADD
205	Munro Partners	$23.3M	93,015	−42,075	TRIM
206	QRG CAPITAL MANAGEMENT, INC.	$23.2M	92,499	+16,172	ADD
207	BANK OF NOVA SCOTIA	$23.1M	92,140	+60,994	ADD
208	CIBC Asset Management Inc	$23.0M	91,824	+74,861	ADD
209	Fundsmith LLP	$22.9M	91,254	−319,690	TRIM
210	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$22.3M	89,113	+89,113	NEW
211	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$22.3M	89,106	−1,794	TRIM
212	Cornerstone Capital, Inc.	$21.6M	86,078	−515	TRIM
213	Verition Fund Management LLC	$21.5M	85,855	+11,362	ADD
214	KCM INVESTMENT ADVISORS LLC	$21.3M	85,009	−1,420	TRIM
215	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$21.2M	84,669	−9,634	TRIM
216	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$21.1M	84,996	+58,000	ADD
217	CLEARFIELD CAPITAL MANAGEMENT LP	$20.9M	83,400	0	NO CHANGE
218	SAPIENT CAPITAL LLC	$20.9M	83,270	−117,104	TRIM
219	MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	$20.7M	82,439	−10,481	TRIM
220	Badgley Phelps Wealth Managers, LLC	$20.5M	81,760	+4,610	ADD
221	Retirement Systems of Alabama	$20.4M	81,238	+81,238	NEW
222	Zweig-DiMenna Associates LLC	$19.9M	79,583	−22,110	TRIM
223	Private Advisory Group LLC	$19.6M	78,370	+895	ADD
224	SMITHBRIDGE ASSET MANAGEMENT INC/DE	$19.5M	77,875	−82,130	TRIM
225	BECK CAPITAL MANAGEMENT, LLC	$19.5M	77,727	+77,727	NEW
226	Traynor Capital Management, Inc.	$19.4M	83,040	+3,731	ADD
227	Silvant Capital Management LLC	$19.3M	77,108	−6,822	TRIM
228	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$19.1M	76,358	+64,358	ADD
229	First Growth Capital LLC	$19.0M	73,156	+70	ADD
230	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$18.9M	75,389	−50,559	TRIM
231	MERCER GLOBAL ADVISORS INC /ADV	$18.8M	74,893	+36,774	ADD
232	USS Investment Management Ltd	$18.3M	72,969	+2,442	ADD
233	Varma Mutual Pension Insurance Co	$18.3M	72,900	0	NO CHANGE
234	Swiss Life Asset Management Ltd	$18.2M	72,694	+21,918	ADD
235	IFM Investors Pty Ltd	$18.0M	72,016	+2,786	ADD
236	Kera Capital Partners, Inc.	$17.6M	70,093	−6,453	TRIM
237	MML INVESTORS SERVICES, LLC	$17.6M	70,071	−18,268	TRIM
238	Aware Super Pty Ltd as trustee of Aware Super	$17.5M	69,954	—	NO PRIOR
239	Oak Grove Capital LLC	$17.4M	69,555	−10,100	TRIM
240	Ceredex Value Advisors LLC	$17.4M	69,348	−154,715	TRIM
241	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$16.9M	67,378	+39,124	ADD
242	OPPENHEIMER & CO INC	$16.8M	66,923	+3,587	ADD
243	Man Group plc	$16.7M	66,664	−104,043	TRIM
244	Kestra Advisory Services, LLC	$16.6M	66,192	−12,310	TRIM
245	SIERRA SUMMIT ADVISORS LLC	$16.5M	65,960	−25,972	TRIM
246	Venture Visionary Partners LLC	$16.5M	65,741	−10,819	TRIM
247	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	$16.4M	65,500	0	NO CHANGE
248	Crystal Rock Capital Management	$16.3M	64,925	−13,500	TRIM
249	Alberta Investment Management Corp	$16.0M	64,000	−65,400	TRIM
250	PUBLIC SECTOR PENSION INVESTMENT BOARD	$16.0M	63,990	+63,990	NEW
251	Clark Capital Management Group, Inc.	$16.0M	63,968	+4,604	ADD
252	Wealthfront Advisers LLC	$15.9M	63,475	+6,117	ADD
253	OLD NATIONAL BANCORP /IN/	$15.9M	63,455	+14,647	ADD
254	Bank Julius Baer & Co. Ltd, Zurich	$15.8M	65,927	+8,566	ADD
255	Woodline Partners LP	$15.7M	62,851	+56,216	ADD
256	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$15.7M	62,708	+62,708	NEW
257	NOMURA HOLDINGS INC	$15.7M	62,536	−56,014	TRIM
258	Sanctuary Advisors, LLC	$15.6M	62,339	−557	TRIM
259	Utah Retirement Systems	$15.5M	61,842	−1,027	TRIM
260	TEMA ETFS LLC	$15.2M	60,691	+16,924	ADD
261	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$15.0M	59,680	+57,355	ADD
262	DNCA FINANCE	$14.7M	58,470	+4,110	ADD
263	Nordwand Advisors, LLC	$14.3M	57,026	−18,764	TRIM
264	Advocacy Wealth Management, LLC	$14.2M	56,496	+47,045	ADD
265	ProShare Advisors LLC	$14.1M	56,439	+56,439	NEW
266	NEOS Investment Management LLC	$14.0M	55,800	+12,033	ADD
267	MACQUARIE GROUP LTD	$13.9M	55,480	+6,684	ADD
268	BOOTHBAY FUND MANAGEMENT, LLC	$13.7M	54,572	−56,227	TRIM
269	Pathstone Holdings, LLC	$13.5M	53,886	−2,248	TRIM
270	Inspire Investing, LLC	$13.5M	53,705	+15,380	ADD
271	OMERS ADMINISTRATION Corp	$13.4M	53,641	+4,738	ADD
272	Avanza Fonder AB	$13.3M	53,157	−3,628	TRIM
273	INTECH INVESTMENT MANAGEMENT LLC	$13.1M	52,361	+22,600	ADD
274	TWO SIGMA INVESTMENTS, LP	$13.1M	52,171	+52,171	NEW
275	Rakuten Investment Management, Inc.	$13.1M	55,810	+40,442	ADD
276	OFI INVEST ASSET MANAGEMENT	$12.9M	59,394	−94,114	TRIM
277	Federation des caisses Desjardins du Quebec	$12.8M	51,087	+4,709	ADD
278	NATIXIS	$12.7M	50,638	+41,911	ADD
279	JANE STREET GROUP, LLC	$12.6M	50,469	−3,387,851	TRIM
280	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$12.5M	50,062	−14,268	TRIM
281	M37 Management LP	$12.5M	50,000	0	NO CHANGE
282	MAI Capital Management	$12.3M	49,178	+6,455	ADD
283	Knollwood Investment Advisory, LLC	$12.3M	49,155	0	NO CHANGE
284	Corient Private Wealth LLC	$12.3M	52,308	−769,857	TRIM
285	PINNACLE ASSOCIATES LTD	$12.2M	48,770	−504	TRIM
286	Baker Avenue Asset Management, LP	$12.1M	48,404	−12,534	TRIM
287	STEPHENS INC /AR/	$12.0M	47,742	−1,945	TRIM
288	CVFG LLC	$11.9M	47,567	+47,567	NEW
289	Carroll Investors, Inc	$11.8M	47,151	+13,661	ADD
290	OAK RIDGE INVESTMENTS LLC	$11.7M	46,638	+76	ADD
291	Allworth Financial LP	$11.7M	46,536	+12,075	ADD
292	Edgemoor Investment Advisors, Inc.	$11.6M	46,149	+1,402	ADD
293	JACKSON SQUARE CAPITAL, LLC	$11.5M	45,782	−6,049	TRIM
294	FRONTIER CAPITAL MANAGEMENT CO LLC	$11.4M	45,582	−3,949	TRIM
295	SCOTIA CAPITAL INC.	$11.3M	45,185	+27,565	ADD
296	COMMERCE BANK	$11.3M	45,127	+8,116	ADD
297	ABN AMRO INVESTMENT SOLUTIONS	$11.2M	44,746	−718	TRIM
298	Virtus Wealth Solutions LLC	$11.2M	44,555	+44,555	NEW
299	&PARTNERS	$11.0M	43,715	−9,081	TRIM
300	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$11.0M	43,800	+43,800	NEW
301	Vanguard Personalized Indexing Management, LLC	$11.0M	43,732	+2,277	ADD
302	Eagle Bluffs Wealth Management LLC	$10.9M	43,608	−355	TRIM
303	OneDigital Investment Advisors LLC	$10.9M	43,524	+7,122	ADD
304	GREAT VALLEY ADVISOR GROUP, INC.	$10.6M	42,451	−149	TRIM
305	Game Creek Capital, LP	$10.5M	41,875	−5,775	TRIM
306	Bulltick Wealth Management, LLC	$10.5M	41,860	0	NO CHANGE
307	Waverly Advisors, LLC	$10.3M	41,234	+630	ADD
308	M&G Plc	$10.2M	40,810	−4,524	TRIM
309	WCG Wealth Advisors LLC	$10.1M	40,314	+2,271	ADD
310	M&T BANK CORP	$10.0M	40,106	+2,146	ADD
311	Aragon Global Management, LP	$10.0M	39,900	0	NO CHANGE
312	Eurizon Capital SGR S.p.A.	$9.7M	38,673	−40,002	TRIM
313	Vident Advisory, LLC	$9.6M	38,368	+20,751	ADD
314	CMH Wealth Management LLC	$9.4M	37,610	−167	TRIM
315	Concurrent Investment Advisors, LLC	$9.3M	37,009	+1,371	ADD
316	LGT Fund Management Co Ltd.	$9.2M	36,794	+29,346	ADD
317	Dai-ichi Life Insurance Company, Ltd	$9.2M	36,711	+15,490	ADD
318	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$9.2M	36,602	+9,983	ADD
319	HUB Investment Partners, LLC	$9.1M	36,487	+3,506	ADD
320	Southeast Asset Advisors, LLC	$9.1M	36,435	−5,455	TRIM
321	Kessler Investment Group, LLC	$9.1M	36,195	−7,726	TRIM
322	SIR Capital Management, L.P.	$9.0M	35,782	−18,937	TRIM
323	FIL Ltd	$8.9M	35,444	+13,250	ADD
324	Ellsworth Advisors, LLC	$8.8M	34,954	−1,023	TRIM
325	Dakota Wealth Management	$8.6M	34,225	−6,692	TRIM
326	Perigon Wealth Management, LLC	$8.6M	34,204	+221	ADD
327	ALERUS FINANCIAL NA	$8.5M	33,946	−9,662	TRIM
328	FULTON BREAKEFIELD BROENNIMAN LLC	$8.5M	33,727	−318	TRIM
329	OPPENHEIMER ASSET MANAGEMENT INC.	$8.4M	33,576	+21,727	ADD
330	AZZAD ASSET MANAGEMENT INC /ADV	$8.3M	33,062	+573	ADD
331	KMG FIDUCIARY PARTNERS, LLC	$8.3M	33,030	−759	TRIM
332	Mawer Investment Management Ltd.	$8.2M	32,797	+23,654	ADD
333	Snowden Capital Advisors LLC	$8.2M	32,764	+10,665	ADD
334	BRANT POINT INVESTMENT MANAGEMENT LLC	$8.1M	32,402	+2,402	ADD
335	Strategic Global Advisors, LLC	$7.8M	31,253	−840	TRIM
336	FFG Partners, LLC	$7.8M	31,220	+470	ADD
337	Summit Financial, LLC	$7.8M	31,181	−3,256	TRIM
338	Faithward Advisors, LLC	$7.8M	30,960	−16	TRIM
339	NLB Skladi, upravljanje premozenja, d.o.o.	$7.7M	30,833	+5,596	ADD
340	Walleye Capital LLC	$7.7M	30,769	+3,534	ADD
341	Itau Unibanco Holding S.A.	$7.7M	30,721	+28,419	ADD
342	Brevan Howard Capital Management LP	$7.6M	30,480	−35,971	TRIM
343	NWAM LLC	$7.4M	29,621	−8,093	TRIM
344	Beacon Harbor Wealth Advisors, Inc.	$7.4M	29,597	+29,597	NEW
345	CastleKnight Management LP	$7.4M	29,500	−245,200	TRIM
346	Trilogy Capital Inc.	$7.3M	29,068	+1,322	ADD
347	Atlantic Union Bankshares Corp	$7.2M	28,890	−230	TRIM
348	Old West Investment Management, LLC	$7.2M	28,833	−13,560	TRIM
349	KIECKHEFER GROUP LLC	$7.2M	28,729	−25	TRIM
350	Trifecta Capital Advisors, LLC	$7.2M	28,650	+2,215	ADD
351	Generate Investment Management Ltd	$7.2M	28,541	+28,541	NEW
352	Geneva Partners, LLC	$7.1M	28,288	+13,683	ADD
353	Boothe Investment Group, Inc.	$7.0M	27,893	−651	TRIM
354	Stonebridge Financial Group, LLC	$7.0M	27,869	−605	TRIM
355	Investment Management Corp of Ontario	$7.0M	27,769	−4,939	TRIM
356	Davidson Capital Management Inc.	$6.9M	27,411	−5,450	TRIM
357	Mezzasalma Advisors, LLC	$6.8M	27,152	+1,214	ADD
358	Sigma Planning Corp	$6.8M	27,023	−560	TRIM
359	Electron Capital Partners, LLC	$6.8M	26,945	+156	ADD
360	M & L Capital Management Ltd	$6.7M	26,900	+12,200	ADD
361	Groupe la Francaise	$6.6M	26,463	−12,594	TRIM
362	Prosperitas Financial LLC	$6.6M	26,300	−126	TRIM
363	Apollon Wealth Management, LLC	$6.6M	26,188	+2,808	ADD
364	Equitable Holdings, Inc.	$6.5M	29,951	+17,014	ADD
365	Ashton Thomas Private Wealth, LLC	$6.5M	25,776	+678	ADD
366	GUARDIAN CAPITAL LP	$6.3M	25,034	+12,733	ADD
367	Rafferty Asset Management, LLC	$6.2M	24,909	+24,909	NEW
368	Sargent Investment Group, LLC	$6.2M	24,758	−447	TRIM
369	ASR Vermogensbeheer N.V.	$6.2M	24,725	+405	ADD
370	DEEPWATER ASSET MANAGEMENT, LLC	$6.2M	24,670	−9,874	TRIM
371	New Age Alpha Advisors, LLC	$6.2M	24,667	−5,333	TRIM
372	Emerald Investment Advisers, LLC	$6.2M	24,609	—	NO PRIOR
373	BROWN, LISLE/CUMMINGS, INC.	$6.1M	24,449	+262	ADD
374	SCOPUS ASSET MANAGEMENT, L.P.	$6.1M	24,413	−7,775	TRIM
375	WESTBOURNE INVESTMENTS, INC.	$6.1M	24,270	−35	TRIM
376	Genus Capital Management Inc.	$6.1M	24,257	+12,010	ADD
377	Parallax Volatility Advisers, L.P.	$6.1M	24,215	−58,635	TRIM
378	Advisors Asset Management, Inc.	$6.1M	24,148	+1,651	ADD
379	Cherry Creek Investment Advisors, Inc.	$6.0M	24,077	−441	TRIM
380	SCALAR GAUGE MANAGEMENT, LLC	$6.0M	24,000	+24,000	NEW
381	Capital Planning Advisors, LLC	$6.0M	23,954	−154	TRIM
382	LGT Group Foundation	$6.0M	23,883	−8,604	TRIM
383	NIA IMPACT ADVISORS, LLC	$6.0M	23,765	−5,508	TRIM
384	Royal Fund Management, LLC	$5.9M	23,631	−85,665	TRIM
385	Hennion & Walsh Asset Management, Inc.	$5.9M	23,603	−3,431	TRIM
386	VMS Asset Management Limited	$5.9M	23,469	−12,261	TRIM
387	Merit Financial Group, LLC	$5.8M	23,224	+5,398	ADD
388	MIZUHO SECURITIES USA LLC	$5.8M	23,127	+23,127	NEW
389	Merrion Investment Management Co, LLC	$5.6M	22,500	0	NO CHANGE
390	Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD	$5.6M	22,500	0	NO CHANGE
391	Polymer Capital Management (US) LLC	$5.6M	22,382	−13,597	TRIM
392	WESTPAC BANKING CORP	$5.6M	22,309	−11,264	TRIM
393	Osmosis Investment Management UK Ltd	$5.4M	21,614	+13,650	ADD
394	OCCUDO QUANTITATIVE STRATEGIES LP	$5.4M	16,456	−20,378	TRIM
395	Sequoia Financial Advisors, LLC	$5.3M	21,345	+3,990	ADD
396	Meiji Yasuda Asset Management Co Ltd.	$5.3M	21,224	−7,313	TRIM
397	MGO ONE SEVEN LLC	$5.3M	21,147	+4,787	ADD
398	Balboa Wealth Partners	$5.3M	20,996	−1,399	TRIM
399	U.S. Capital Wealth Advisors, LLC	$5.2M	20,838	−86	TRIM
400	Rockline Wealth Management, LLC	$5.2M	20,749	+2,896	ADD
401	PATTON FUND MANAGEMENT, INC.	$5.2M	20,568	+20,568	NEW
402	Focus Financial Network, Inc.	$5.1M	20,282	+2,769	ADD
403	Left Brain Wealth Management, LLC	$5.1M	20,208	+1,050	ADD
404	IMC-Chicago, LLC	$5.0M	20,109	+20,109	NEW
405	Bensler, LLC	$5.0M	20,065	+146	ADD
406	Legacy Bridge, LLC	$5.0M	19,934	+885	ADD
407	Leeward Financial Partners, LLC	$5.0M	19,880	−5,466	TRIM
408	Smith Salley Wealth Management	$5.0M	19,814	−2,907	TRIM
409	Susquehanna Portfolio Strategies, LLC	$4.9M	19,674	0	NO CHANGE
410	Sage Capital Advisors,llc	$4.9M	19,432	+19,432	NEW
411	GILDER GAGNON HOWE & CO LLC	$4.8M	19,355	+19,355	NEW
412	SELDON CAPITAL LP	$4.8M	19,332	+1,204	ADD
413	Illinois Municipal Retirement Fund	$4.8M	19,278	−323	TRIM
414	PDT Partners, LLC	$4.8M	19,219	+19,219	NEW
415	Diversified Trust Co	$4.8M	19,177	+7,811	ADD
416	Maryland State Retirement & Pension System	$4.8M	19,103	+276	ADD
417	SteelPeak Wealth, LLC	$4.8M	19,046	−5,543	TRIM
418	FARALLON CAPITAL MANAGEMENT, L.L.C.	$4.8M	19,000	—	NO PRIOR
419	Prospera Financial Services Inc	$4.7M	18,932	−327	TRIM
420	Jackson Hole Capital Partners, LLC	$4.7M	18,744	+24	ADD
421	Mission Creek Capital Partners, Inc.	$4.6M	18,535	+18,535	NEW
422	INDEPENDENT FINANCIAL GROUP, LLC	$4.6M	18,412	—	NO PRIOR
423	Wealthcare Advisory Partners LLC	$4.5M	18,096	−2,239	TRIM
424	NTV ASSET MANAGEMENT LLC	$4.5M	17,989	−6,151	TRIM
425	Wakefield Asset Management LLLP	$4.5M	17,922	−6,899	TRIM
426	MILLENNIUM MANAGEMENT LLC	$4.5M	17,894	−1,637,351	TRIM
427	Elm Partners Management LLC	$4.5M	19,053	0	NO CHANGE
428	Elo Mutual Pension Insurance Co	$4.5M	17,798	−4,062	TRIM
429	Bouvel Investment Partners, LLC	$4.4M	17,679	+581	ADD
430	Carnegie Investment Counsel	$4.4M	17,676	−1,631	TRIM
431	Mutual Advisors, LLC	$4.4M	17,619	−4,922	TRIM
432	Oak Harvest Investment Services	$4.3M	17,358	+334	ADD
433	BLUE JEAN FINANCIAL LLC	$4.2M	16,956	−135	TRIM
434	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	$4.2M	16,852	−5,087	TRIM
435	Focus Partners Advisor Solutions, LLC	$4.2M	16,700	+3,774	ADD
436	Pallas Capital Advisors LLC	$4.2M	16,651	−985	TRIM
437	Krilogy Financial LLC	$4.2M	14,135	+1,949	ADD
438	Castle Rock Wealth Management, LLC	$4.1M	15,701	−480	TRIM
439	Lighthouse Financial LLC	$4.1M	16,209	−690	TRIM
440	Coastal Bridge Advisors, LLC	$4.0M	16,107	+56	ADD
441	Lombard Odier Asset Management (Europe) Ltd	$4.0M	15,950	−79,600	TRIM
442	PARSONS CAPITAL MANAGEMENT INC/RI	$4.0M	15,803	−1,780	TRIM
443	MEITAV INVESTMENT HOUSE LTD	$4.0M	15,800	−290,500	TRIM
444	MUFG Securities EMEA plc	$3.9M	15,683	+15,683	NEW
445	Gemmer Asset Management LLC	$3.9M	15,616	+7,410	ADD
446	Schear Investment Advisers, LLC	$3.9M	15,597	+897	ADD
447	Kovack Advisors, Inc.	$3.9M	15,268	−40,957	TRIM
448	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$3.8M	15,285	−475	TRIM
449	Norinchukin Bank, The	$3.8M	15,240	+15,240	NEW
450	PFG Investments, LLC	$3.8M	15,178	−1,519	TRIM
451	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.8M	15,104	+15,104	NEW
452	Atria Investments, Inc	$3.8M	15,055	+8,951	ADD
453	Laird Norton Wetherby Trust Company, LLC	$3.8M	14,996	+679	ADD
454	Benchmark Investment Advisors LLC	$3.7M	14,739	—	NO PRIOR
455	LAZARD ASSET MANAGEMENT LLC	$3.7M	14,721	−1,911	TRIM
456	Hollow Brook Wealth Management LLC	$3.7M	14,694	−78	TRIM
457	HIMENSION CAPITAL (SINGAPORE) PTE. LTD.	$3.7M	14,656	−5,185	TRIM
458	Lombard Odier Asset Management (Switzerland) SA	$3.7M	14,592	+1,117	ADD
459	National Philanthropic Trust	$3.6M	14,385	—	NO PRIOR
460	MIRABELLA FINANCIAL SERVICES LLP	$3.6M	14,282	+12,439	ADD
461	Orion Porfolio Solutions, LLC	$3.6M	14,261	+3,041	ADD
462	KESTRA PRIVATE WEALTH SERVICES, LLC	$3.6M	14,187	+3,249	ADD
463	TOKIO MARINE ASSET MANAGEMENT CO LTD	$3.5M	14,094	+350	ADD
464	J.W. COLE ADVISORS, INC.	$3.5M	14,050	−2,635	TRIM
465	SHAKER INVESTMENTS LLC/OH	$3.5M	13,994	−765	TRIM
466	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.5M	14,075	+14,075	NEW
467	Harbour Capital Advisors, LLC	$3.5M	11,425	0	NO CHANGE
468	Wealth Management Partners, LLC	$3.5M	13,903	−3,071	TRIM
469	Nicholas Investment Partners, LP	$3.5M	13,795	0	NO CHANGE
470	Werlinich Asset Management, LLC	$3.5M	13,785	0	NO CHANGE
471	WORLDQUANT MILLENNIUM ADVISORS LLC	$3.5M	13,777	+7,811	ADD
472	CHOREO, LLC	$3.4M	13,717	+3,632	ADD
473	Sone Capital Management, LLC	$3.4M	13,710	−46,341	TRIM
474	Cornerstone Select Advisors, LLC	$3.4M	13,657	+999	ADD
475	Callan Family Office, LLC	$3.4M	13,553	−421	TRIM
476	Finivi Inc.	$3.4M	13,543	+1,279	ADD
477	Saudi Central Bank	$3.4M	13,407	+13,407	NEW
478	Generali Asset Management SPA SGR	$3.3M	13,319	+6,089	ADD
479	Spartan Wealth Advisory Services LLC	$3.3M	13,223	—	NO PRIOR
480	Koshinski Asset Management, Inc.	$3.3M	13,205	−340	TRIM
481	Y.D. More Investments Ltd	$3.3M	13,202	+13,202	NEW
482	FIDELIS CAPITAL PARTNERS, LLC	$3.3M	13,190	+2,001	ADD
483	Lido Advisors, LLC	$3.3M	13,145	+6,928	ADD
484	Banque Cantonale Vaudoise	$3.3M	13,124	+185	ADD
485	NOVARE CAPITAL MANAGEMENT LLC	$3.2M	12,968	−1,645	TRIM
486	Global Trust Asset Management, LLC	$3.2M	12,945	+287	ADD
487	Goldstream Capital Management Ltd	$3.2M	12,926	−3,618	TRIM
488	VEGA INVESTMENT SOLUTIONS	$3.2M	12,870	0	NO CHANGE
489	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$3.2M	12,415	−4,696	TRIM
490	Terra Nova Asset Management LLC	$3.2M	12,816	−22	TRIM
491	Titan Investment Management LLC	$3.2M	12,706	+278	ADD
492	Beacon Pointe Advisors, LLC	$3.2M	12,649	+4,357	ADD
493	Franchise GP Ltd	$3.2M	12,605	+12,605	NEW
494	MCCARTER PRIVATE WEALTH SERVICES LLC	$3.1M	12,479	+714	ADD
495	Crossmark Global Holdings, Inc.	$3.1M	12,446	—	NO PRIOR
496	Krane Funds Advisors LLC	$3.1M	11,861	+6,643	ADD
497	Redhawk Wealth Advisors, Inc.	$3.1M	12,252	+6,866	ADD
498	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$3.1M	12,241	+12,241	NEW
499	SHELTON CAPITAL MANAGEMENT	$3.0M	12,095	+2,025	ADD
500	HB Wealth Management, LLC	$3.0M	12,025	+4,247	ADD

Truncated by Public Filings. Top 500 of 1,377 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 · VRT

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 Coatue Management $246M held
Trimming: 5 Bridgewater Associates, Gotham Asset Management, Fundsmith, Caxton Associates, Moore Capital Management $179M held

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

Merged timeline of congressional filings and notable-manager moves on VRT
Date	Who	Change	Size
2026-05-15	Coatue Management 13F	ADD	+152,686 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−833 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−6,592 sh
2026-05-15	Fundsmith 13F	TRIM	−319,690 sh
2026-05-15	Moore Capital Management 13F	EXIT	−30,452 sh
2026-05-14	Caxton Associates 13F	TRIM	−176 sh

6 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.