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 ↗

VISTRA CORP · common stock · Q1 2026 · 7 members disclosed VST ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,077 holders are listed, largest first: 1,077
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $38.1B
holders whose share count rose or who opened the position (new + add), by shares: 610
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 157

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 VST ranked by reported value, 1–25 of 1,077 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$4.3B	28,480,341	−1,845,088	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$3.2B	21,393,960	—	NO PRIOR
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.5B	16,902,218	—	NO PRIOR
4	STATE STREET CORP	$2.5B	16,770,480	+295,611	ADD
5	FMR LLC	$2.4B	15,808,007	−1,187,458	TRIM
6	GEODE CAPITAL MANAGEMENT, LLC	$1.4B	9,033,671	+68,023	ADD
7	MORGAN STANLEY	$1.2B	8,256,938	+342,244	ADD
8	LONE PINE CAPITAL LLC	$930M	6,187,585	+975,700	ADD
9	UBS Group AG	$691M	4,597,984	+1,887,910	ADD
10	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$596M	3,951,789	−2,578,306	TRIM
11	DIMENSIONAL FUND ADVISORS LP	$517M	3,436,880	+32,982	ADD
12	JANE STREET GROUP, LLC	$489M	3,253,009	+517,869	ADD
13	CANADA PENSION PLAN INVESTMENT BOARD	$479M	3,183,593	+1,934,248	ADD
14	Invesco Ltd.	$474M	3,153,712	−442,724	TRIM
15	NORTHERN TRUST CORP	$473M	3,147,942	+99,113	ADD
16	BANK OF AMERICA CORP /DE/	$449M	2,983,894	−339,461	TRIM
17	FRANKLIN RESOURCES INC	$390M	2,591,327	−122,002	TRIM
18	ALKEON CAPITAL MANAGEMENT LLC	$383M	2,546,357	+600,000	ADD
19	Capital World Investors	$381M	2,534,253	−1,026,765	TRIM
20	Clearbridge Investments, LLC	$372M	2,473,719	+791,500	ADD
21	Bank of New York Mellon Corp	$359M	2,385,939	+23,636	ADD
22	Nuveen, LLC	$324M	2,156,102	−516,792	TRIM
23	REAVES W H & CO INC	$315M	2,094,547	−102,745	TRIM
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$313M	2,079,248	+50,452	ADD
25	Appaloosa LP	$304M	2,022,332	+1,077,332	ADD

Show the top 500 of 1,077 holders

13F holders of VST ranked by reported value, 26–500 of 1,077 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	VANGUARD FIDUCIARY TRUST CO	$279M	1,858,458	—	NO PRIOR
27	Legal & General Group Plc	$261M	1,735,471	−33,223	TRIM
28	Janus Henderson Group Ltd.	$254M	1,691,315	−1,267,425	TRIM
29	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$236M	1,569,653	+59,835	ADD
30	JENNISON ASSOCIATES LLC	$229M	1,522,432	+169,147	ADD
31	Rubric Capital Management LP	$225M	1,500,000	−500,000	TRIM
32	RAYMOND JAMES FINANCIAL INC	$218M	1,455,334	+80,112	ADD
33	ROYAL BANK OF CANADA	$217M	1,444,026	+117,405	ADD
34	Pictet Asset Management Holding SA	$209M	1,388,586	+121,253	ADD
35	Forest Avenue Capital Management LP	$195M	1,297,325	+175,660	ADD
36	Amundi	$174M	1,156,567	−793,001	TRIM
37	Merewether Investment Management, LP	$168M	1,115,621	+718,299	ADD
38	VOYA INVESTMENT MANAGEMENT LLC	$166M	1,103,917	+552,496	ADD
39	WELLS FARGO & COMPANY/MN	$164M	1,089,452	+51,903	ADD
40	BARCLAYS PLC	$164M	1,088,058	−36,316	TRIM
41	RENAISSANCE TECHNOLOGIES LLC	$160M	1,061,935	+19,920	ADD
42	AMERICAN CENTURY COMPANIES INC	$159M	1,058,936	−594,227	TRIM
43	Swiss National Bank	$149M	994,273	+65,800	ADD
44	WELLINGTON MANAGEMENT GROUP LLP	$140M	928,037	−421,401	TRIM
45	Point72 Asset Management, L.P.	$138M	918,706	−125,661	TRIM
46	FEDERATED HERMES, INC.	$128M	852,323	−108,984	TRIM
47	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$123M	816,172	+179,454	ADD
48	Sumitomo Mitsui Trust Group, Inc.	$121M	804,322	+8,034	ADD
49	CITADEL ADVISORS LLC	$119M	794,630	−275,205	TRIM
50	Mitsubishi UFJ Asset Management Co., Ltd.	$112M	743,550	+52,138	ADD
51	DEUTSCHE BANK AG\	$110M	729,439	−56,352	TRIM
52	Allspring Global Investments Holdings, LLC	$107M	694,157	+109,096	ADD
53	Tidal Investments LLC	$106M	704,868	+24,657	ADD
54	AMERIPRISE FINANCIAL INC	$106M	704,969	+180,404	ADD
55	Vanguard Global Advisers, LLC	$105M	696,847	—	NO PRIOR
56	SAPIENT CAPITAL LLC	$104M	690,571	−307,210	TRIM
57	NATIONAL BANK OF CANADA /FI/	$103M	682,158	+408,603	ADD
58	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$102M	675,817	−69,282	TRIM
59	Glendon Capital Management LP	$94.6M	629,359	+38,300	ADD
60	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$90.8M	603,776	+594,677	ADD
61	RHUMBLINE ADVISERS	$90.0M	598,381	−6,808	TRIM
62	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$87.7M	583,588	+529,398	ADD
63	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$87.1M	579,130	−201,378	TRIM
64	Ensign Peak Advisors, Inc	$85.6M	569,342	+95,754	ADD
65	ADAGE CAPITAL PARTNERS GP, L.L.C.	$82.6M	549,300	+179,200	ADD
66	VANGUARD ASSET MANAGEMENT, Ltd	$82.2M	546,898	—	NO PRIOR
67	CITIGROUP INC	$79.2M	526,981	+116,322	ADD
68	HSBC HOLDINGS PLC	$79.1M	526,206	−513,686	TRIM
69	Atreides Management, LP	$78.7M	523,788	+523,788	NEW
70	WESTFIELD CAPITAL MANAGEMENT CO LP	$74.4M	494,875	−39,070	TRIM
71	EVENTIDE ASSET MANAGEMENT, LLC	$74.0M	492,711	+5,075	ADD
72	140 Summer Partners LP	$72.6M	482,734	+137,123	ADD
73	MEITAV INVESTMENT HOUSE LTD	$71.3M	474,300	+200,000	ADD
74	Energy Income Partners, LLC	$70.8M	471,293	+126,762	ADD
75	Korea Investment CORP	$69.4M	461,899	−45,061	TRIM
76	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$67.9M	451,638	−172,875	TRIM
77	Yaupon Capital Management LP	$67.9M	451,591	+451,591	NEW
78	TD ASSET MANAGEMENT INC	$66.9M	445,351	+66,535	ADD
79	Empowered Funds, LLC	$66.3M	441,111	+379,071	ADD
80	ROYAL LONDON ASSET MANAGEMENT LTD	$65.2M	433,661	−5,910	TRIM
81	NewEdge Wealth, LLC	$64.0M	425,795	+76,468	ADD
82	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$64.0M	425,475	−1,723,776	TRIM
83	LPL Financial LLC	$63.8M	424,447	−41,343	TRIM
84	National Pension Service	$63.5M	422,715	+422,715	NEW
85	ALLIANCEBERNSTEIN L.P.	$60.5M	375,166	+32,709	ADD
86	PRINCIPAL FINANCIAL GROUP INC	$59.4M	395,141	+7,888	ADD
87	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$58.8M	391,296	+329,041	ADD
88	BANK OF MONTREAL /CAN/	$57.6M	383,169	+8,238	ADD
89	Empower Advisory Group, LLC	$56.8M	377,941	+47,165	ADD
90	MUFG Securities EMEA plc	$56.2M	374,072	+361,000	ADD
91	Man Group plc	$56.0M	372,601	−73,107	TRIM
92	GUYASUTA INVESTMENT ADVISORS INC	$54.9M	365,123	−83,051	TRIM
93	Bridgewater Associates, LP	$52.4M	348,514	+38,665	ADD
94	BALYASNY ASSET MANAGEMENT L.P.	$51.5M	342,733	+210,778	ADD
95	General Pension Society PZU Joint Stock Co	$49.3M	327,694	+327,694	NEW
96	Holocene Advisors, LP	$48.2M	320,602	+320,602	NEW
97	ArrowMark Colorado Holdings LLC	$47.2M	313,815	−2,392	TRIM
98	MILLENNIUM MANAGEMENT LLC	$46.7M	310,782	−801,129	TRIM
99	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$45.4M	301,932	−2,272	TRIM
100	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$45.2M	300,588	+115,408	ADD
101	Rokos Capital Management LLP	$44.7M	297,398	−144,546	TRIM
102	Clearline Capital LP	$43.1M	286,959	+43,514	ADD
103	1832 Asset Management L.P.	$41.3M	274,878	+126,474	ADD
104	D. E. Shaw & Co., Inc.	$40.2M	267,148	−160,565	TRIM
105	Empire Life Investments Inc.	$39.5M	256,360	+4,022	ADD
106	Mirae Asset Global Investments Co., Ltd.	$39.0M	259,718	−35,641	TRIM
107	Carmel Capital Management L.L.C.	$38.3M	254,909	−445	TRIM
108	HighTower Advisors, LLC	$37.5M	249,263	+112,530	ADD
109	FIRST TRUST ADVISORS LP	$37.3M	248,024	−364,920	TRIM
110	Philosophy Capital Management LLC	$36.7M	244,400	+148,438	ADD
111	SOROS FUND MANAGEMENT LLC	$36.7M	244,314	+244,314	NEW
112	Cinctive Capital Management LP	$36.0M	239,692	−94,032	TRIM
113	Junto Capital Management LP	$35.6M	236,650	+236,650	NEW
114	SCHRODER INVESTMENT MANAGEMENT GROUP	$34.3M	228,031	−72,680	TRIM
115	ENVESTNET ASSET MANAGEMENT INC	$33.4M	222,475	−87,117	TRIM
116	Kapitalo Investimentos Ltda	$32.7M	217,838	+112,838	ADD
117	SCOPUS ASSET MANAGEMENT, L.P.	$31.6M	210,000	+210,000	NEW
118	NATIXIS	$31.5M	209,502	+125,502	ADD
119	Qube Research & Technologies Ltd	$30.9M	205,708	−194,928	TRIM
120	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$29.9M	198,841	−6,073	TRIM
121	Senator Investment Group LP	$29.6M	196,763	+86,763	ADD
122	Cetera Investment Advisers	$29.0M	192,694	−33,167	TRIM
123	FRONTIER CAPITAL MANAGEMENT CO LLC	$28.7M	191,007	−79,461	TRIM
124	ARS Investment Partners, LLC	$28.7M	190,964	+96,111	ADD
125	INTECH INVESTMENT MANAGEMENT LLC	$28.5M	189,482	+561	ADD
126	ADVENT INTERNATIONAL, L.P.	$28.2M	187,455	+187,455	NEW
127	Universal- Beteiligungs- und Servicegesellschaft mbH	$28.0M	186,256	+39,427	ADD
128	Two Seas Capital LP	$27.9M	185,597	−64,110	TRIM
129	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	$27.6M	183,600	−25,100	TRIM
130	SEI INVESTMENTS CO	$27.5M	182,782	−33,038	TRIM
131	STATE OF WISCONSIN INVESTMENT BOARD	$27.5M	182,664	−41	TRIM
132	FIFTH THIRD BANCORP	$26.6M	177,199	+86,393	ADD
133	APG Asset Management N.V.	$26.6M	203,652	+3,907	ADD
134	PRUDENTIAL FINANCIAL INC	$26.3M	174,958	+12,136	ADD
135	GMT CAPITAL CORP	$26.3M	174,900	+174,900	NEW
136	OP Asset Management Ltd	$26.1M	173,581	—	NO PRIOR
137	Trexquant Investment LP	$26.1M	173,535	−55,845	TRIM
138	CIBC Bancorp USA Inc.	$26.1M	173,276	—	NO PRIOR
139	EXCHANGE TRADED CONCEPTS, LLC	$25.4M	169,071	+79,489	ADD
140	OSAIC HOLDINGS, INC.	$25.2M	167,802	−2,326	TRIM
141	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$25.1M	166,691	+92,607	ADD
142	TUDOR INVESTMENT CORP ET AL	$24.8M	165,085	−112,920	TRIM
143	SEGRA CAPITAL MANAGEMENT, LLC	$24.8M	165,000	+164,000	ADD
144	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$24.6M	163,721	+4,912	ADD
145	KIRR MARBACH & CO LLC /IN/	$24.5M	163,293	−3,794	TRIM
146	Mitsubishi UFJ Trust & Banking Corp	$24.5M	162,768	−8,028	TRIM
147	Epoch Investment Partners, Inc.	$24.0M	159,775	+159,775	NEW
148	Vanguard Investments Australia, Ltd.	$23.8M	158,261	—	NO PRIOR
149	Troluce Capital Advisors LLC	$23.8M	158,000	+158,000	NEW
150	Chevy Chase Trust Holdings, LLC	$23.6M	157,056	−4,571	TRIM
151	Investment Management Corp of Ontario	$23.6M	156,848	+126,715	ADD
152	Rockefeller Capital Management L.P.	$22.8M	151,631	+38,216	ADD
153	MACQUARIE GROUP LTD	$22.7M	151,259	+115,673	ADD
154	AQR CAPITAL MANAGEMENT LLC	$22.6M	151,614	+17,671	ADD
155	Walleye Capital LLC	$22.4M	149,289	+86,496	ADD
156	CI INVESTMENTS INC.	$21.7M	144,295	−15,879	TRIM
157	Quantinno Capital Management LP	$21.3M	141,635	+39,027	ADD
158	Fisher Funds Management LTD	$21.1M	140,089	+133,755	ADD
159	Asset Management One Co., Ltd.	$21.0M	139,605	−352	TRIM
160	NEW YORK STATE COMMON RETIREMENT FUND	$20.9M	139,125	0	NO CHANGE
161	JACOBS LEVY EQUITY MANAGEMENT, INC	$20.6M	137,243	−32,019	TRIM
162	BANK OF NOVA SCOTIA	$20.6M	137,005	+19,647	ADD
163	STIFEL FINANCIAL CORP	$20.5M	136,008	+2,121	ADD
164	GROUP ONE TRADING LLC	$20.1M	133,945	+129,356	ADD
165	Union Bancaire Privee, UBP SA	$20.1M	152,657	+55,291	ADD
166	Northside Capital Management, LLC	$20.0M	133,202	−4,723	TRIM
167	HANCOCK WHITNEY CORP	$18.7M	118,269	−18,783	TRIM
168	Squarepoint Ops LLC	$18.5M	122,968	−118,144	TRIM
169	Gotham Asset Management, LLC	$18.5M	122,917	+13,132	ADD
170	Distillate Capital Partners LLC	$18.3M	121,831	−8,368	TRIM
171	Quadrature Capital Ltd	$18.3M	121,493	−165,793	TRIM
172	Stephens Investment Management Group LLC	$18.0M	119,837	−1,671	TRIM
173	Columbus Hill Capital Management, L.P.	$18.0M	119,723	−103,700	TRIM
174	Defiance ETFs, LLC	$17.9M	119,149	+119,149	NEW
175	State of New Jersey Common Pension Fund D	$17.5M	116,348	+403	ADD
176	NOMURA ASSET MANAGEMENT CO LTD	$17.5M	116,107	+3,571	ADD
177	Zurcher Kantonalbank (Zurich Cantonalbank)	$16.9M	112,571	+21,843	ADD
178	Aberdeen Group plc	$16.8M	112,067	+3,225	ADD
179	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$16.8M	112,003	+25,972	ADD
180	Beck Bode, LLC	$16.7M	111,183	+7,903	ADD
181	Robeco Institutional Asset Management B.V.	$16.7M	110,950	−2,356	TRIM
182	COLRAIN CAPITAL LLC	$16.4M	108,814	+33,949	ADD
183	Sanctuary Advisors, LLC	$16.3M	108,711	+7,750	ADD
184	CAPSTONE INVESTMENT ADVISORS, LLC	$15.7M	104,493	+44,939	ADD
185	DnB Asset Management AS	$15.6M	104,022	−2,559	TRIM
186	VICTORY CAPITAL MANAGEMENT INC	$15.5M	103,282	−11,045	TRIM
187	KORNITZER CAPITAL MANAGEMENT INC /KS	$15.5M	103,182	−23,811	TRIM
188	Corient Private Wealth LLC	$15.5M	103,249	−936,594	TRIM
189	XTX Topco Ltd	$15.5M	102,952	+47,435	ADD
190	Resona Asset Management Co.,Ltd.	$15.4M	103,133	+1,401	ADD
191	TORONTO DOMINION BANK	$15.4M	102,357	−171,617	TRIM
192	Calamos Advisors LLC	$15.2M	101,374	+5,676	ADD
193	Centiva Capital, LP	$15.2M	101,059	+24,597	ADD
194	NewEdge Advisors, LLC	$15.1M	100,741	+100,741	NEW
195	Ripple Effect Asset Management LP	$15.0M	100,000	+100,000	NEW
196	DSC Meridian Capital LP	$14.9M	99,349	0	NO CHANGE
197	Creative Planning	$14.8M	98,563	+8,677	ADD
198	Tamar Securities, LLC	$14.7M	98,041	+21,432	ADD
199	ASSETMARK, INC	$14.6M	96,958	−858,940	TRIM
200	SIRIOS CAPITAL MANAGEMENT L P	$14.6M	96,890	+48,821	ADD
201	Chicago Capital, LLC	$14.5M	96,644	+28,059	ADD
202	ALTA CAPITAL MANAGEMENT LLC/	$14.5M	96,302	+24,770	ADD
203	Hudson Bay Capital Management LP	$14.4M	95,532	+2,573	ADD
204	XPONANCE LLC	$14.3M	95,230	+9,438	ADD
205	Arizona State Retirement System	$14.0M	92,884	−2,499	TRIM
206	Kestra Advisory Services, LLC	$13.8M	92,117	+52,529	ADD
207	PUBLIC SECTOR PENSION INVESTMENT BOARD	$13.6M	90,617	+9,483	ADD
208	BOURGEON CAPITAL MANAGEMENT LLC	$13.5M	90,077	+5,379	ADD
209	MetLife Investment Management, LLC	$13.5M	90,012	−2,973	TRIM
210	Bensler, LLC	$13.5M	89,909	+2,556	ADD
211	CONGRESS ASSET MANAGEMENT CO	$13.5M	89,850	+54,172	ADD
212	MOORE CAPITAL MANAGEMENT, LP	$13.2M	87,500	+3,740	ADD
213	Czech National Bank	$13.0M	86,741	+2,758	ADD
214	Mariner, LLC	$12.7M	84,585	+10,585	ADD
215	STATE OF MICHIGAN RETIREMENT SYSTEM	$12.5M	83,200	−200	TRIM
216	Hiddenite Capital Partners LP	$12.0M	80,000	+80,000	NEW
217	MERCER GLOBAL ADVISORS INC /ADV	$11.8M	78,603	+2,229	ADD
218	Ratan Capital Management LP	$11.8M	78,419	−46,005	TRIM
219	Steward Partners Investment Advisory, LLC	$11.7M	77,516	+19,969	ADD
220	CIBC Asset Management Inc	$11.6M	77,222	+1,182	ADD
221	Alden Global Capital LLC	$11.5M	76,778	+1,229	ADD
222	Machina Capital S.A.S.	$11.4M	76,110	+65,609	ADD
223	Silvant Capital Management LLC	$11.3M	75,177	+7,701	ADD
224	Teamwork Financial Advisors, LLC	$11.3M	74,907	−3,948	TRIM
225	Mountain Hill Investment Partners Corp.	$11.2M	74,585	+30,145	ADD
226	OPPENHEIMER & CO INC	$11.1M	74,144	−13,184	TRIM
227	GUARDIAN CAPITAL LP	$10.9M	72,588	+64,467	ADD
228	Sourcerock Group LLC	$10.7M	70,900	+70,900	NEW
229	Daiwa Securities Group Inc.	$10.6M	70,208	+2,290	ADD
230	BW Gestao de Investimentos Ltda.	$10.5M	70,132	+70,132	NEW
231	Wealth High Governance Capital Ltda	$10.5M	70,132	+70,132	NEW
232	LOEWS CORP	$10.5M	70,000	+70,000	NEW
233	MML INVESTORS SERVICES, LLC	$10.3M	68,839	−14,335	TRIM
234	BROWN ADVISORY INC	$10.3M	68,729	+13,516	ADD
235	Walleye Trading LLC	$10.3M	68,245	−10,452	TRIM
236	HITE Hedge Asset Management LLC	$10.2M	67,800	+67,800	NEW
237	Wealthfront Advisers LLC	$10.2M	67,684	+454	ADD
238	Retirement Systems of Alabama	$10.2M	67,635	−121	TRIM
239	Oak Grove Capital LLC	$10.0M	66,430	+22,620	ADD
240	Owl Creek Asset Management, L.P.	$9.6M	63,778	−89,586	TRIM
241	Woodline Partners LP	$9.5M	63,179	+8,463	ADD
242	IFM Investors Pty Ltd	$9.4M	62,501	−1,208	TRIM
243	MACKENZIE FINANCIAL CORP	$9.3M	62,070	+6,325	ADD
244	BOOTHBAY FUND MANAGEMENT, LLC	$9.2M	61,524	+55,746	ADD
245	QRG CAPITAL MANAGEMENT, INC.	$9.2M	61,265	+3,628	ADD
246	TEACHER RETIREMENT SYSTEM OF TEXAS	$9.1M	60,356	−606	TRIM
247	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$9.0M	60,000	+60,000	NEW
248	Wealth High Governance Asset Management Ltda.	$9.0M	59,736	—	NO PRIOR
249	Verition Fund Management LLC	$9.0M	59,692	+44,931	ADD
250	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$9.0M	59,550	+2,750	ADD
251	KING STREET CAPITAL MANAGEMENT, L.P.	$8.9M	59,000	+59,000	NEW
252	Overbrook Management Corp	$8.8M	58,386	+9,343	ADD
253	Pallas Capital Advisors LLC	$8.6M	57,435	−3,026	TRIM
254	RWC Asset Management LLP	$8.6M	57,290	−375	TRIM
255	Assenagon Asset Management S.A.	$8.6M	57,186	+54,642	ADD
256	PICTON MAHONEY ASSET MANAGEMENT	$8.6M	57,055	−12,206	TRIM
257	Bank Julius Baer & Co. Ltd, Zurich	$8.5M	57,657	+23,302	ADD
258	BTG Pactual Asset Management US LLC	$8.4M	56,176	+16,853	ADD
259	SummitTX Capital, L.P.	$8.3M	55,267	+25,573	ADD
260	Utah Retirement Systems	$8.3M	54,994	−991	TRIM
261	PEAK6 LLC	$8.2M	54,248	−214,316	TRIM
262	USS Investment Management Ltd	$8.1M	54,005	0	NO CHANGE
263	IMC-Chicago, LLC	$8.1M	53,894	+9,109	ADD
264	Federation des caisses Desjardins du Quebec	$8.1M	53,807	−1,053	TRIM
265	Swiss Life Asset Management Ltd	$8.0M	53,408	+7,952	ADD
266	COMMONWEALTH EQUITY SERVICES, LLC	$7.8M	52,156	−18,377	TRIM
267	Robinhood Asset Management, LLC	$7.8M	52,079	+17,790	ADD
268	Schonfeld Strategic Advisors LLC	$7.8M	51,923	−11,871	TRIM
269	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$7.8M	51,417	−111,841	TRIM
270	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$7.8M	51,705	−2,837	TRIM
271	CIBC WORLD MARKET INC.	$7.8M	51,585	+26,508	ADD
272	LONESTAR CAPITAL MANAGEMENT LLC	$7.5M	50,000	+26,000	ADD
273	Vident Advisory, LLC	$7.4M	49,531	−12,210	TRIM
274	NEOS Investment Management LLC	$7.4M	49,378	+2,398	ADD
275	Eurizon Capital SGR S.p.A.	$7.4M	49,356	+49,356	NEW
276	Baird Financial Group, Inc.	$7.4M	49,147	+49,147	NEW
277	Engineers Gate Manager LP	$7.4M	49,062	−50,185	TRIM
278	Vanguard Personalized Indexing Management, LLC	$7.4M	49,000	+1,301	ADD
279	Aquatic Capital Management LLC	$7.3M	48,599	−62,066	TRIM
280	CLEARFIELD CAPITAL MANAGEMENT LP	$7.3M	48,481	0	NO CHANGE
281	Aware Super Pty Ltd as trustee of Aware Super	$7.3M	48,355	—	NO PRIOR
282	ProShare Advisors LLC	$7.3M	48,272	−17,400	TRIM
283	GUGGENHEIM CAPITAL LLC	$7.2M	47,602	+5,868	ADD
284	TWINBEECH CAPITAL LP	$7.2M	47,591	+12,089	ADD
285	Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	$7.1M	47,500	+47,500	NEW
286	Rakuten Investment Management, Inc.	$7.1M	48,283	+5,524	ADD
287	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$7.0M	46,695	−13,325	TRIM
288	ExodusPoint Capital Management, LP	$6.8M	45,119	−66,965	TRIM
289	M&T BANK CORP	$6.7M	44,363	−545	TRIM
290	Financiere des Professionnels - Fonds d'investissement inc.	$6.7M	44,325	+37,900	ADD
291	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$6.7M	44,289	+573	ADD
292	Summit Financial, LLC	$6.6M	44,216	+41,581	ADD
293	Sumitomo Mitsui DS Asset Management Company, Ltd	$6.6M	44,212	+534	ADD
294	Nitor Capital Management LLC	$6.6M	43,593	+4,455	ADD
295	NISSAY ASSET MANAGEMENT CORP /JAPAN	$6.5M	43,331	+21	ADD
296	VMS Asset Management Limited	$6.4M	42,650	+8,270	ADD
297	SIGNET FINANCIAL MANAGEMENT, LLC	$6.4M	42,534	−556	TRIM
298	NISA INVESTMENT ADVISORS, LLC	$6.4M	42,470	−2,048	TRIM
299	BNC WEALTH MANAGEMENT, LLC	$6.2M	41,400	+36,966	ADD
300	Westover Capital Advisors, LLC	$6.1M	40,627	+109	ADD
301	CLOVERFIELDS CAPITAL GROUP, LP	$6.1M	40,402	+32,900	ADD
302	MAPLELANE CAPITAL, LLC	$6.0M	40,000	−483,000	TRIM
303	Callan Family Office, LLC	$6.0M	39,773	+642	ADD
304	TWO SIGMA INVESTMENTS, LP	$6.0M	39,634	+29,222	ADD
305	WESTWOOD HOLDINGS GROUP INC	$5.8M	38,747	+21,606	ADD
306	DENALI ADVISORS LLC	$5.8M	38,728	+6	ADD
307	Sovereign's Capital Management, LLC	$5.8M	38,464	+8,853	ADD
308	ING GROEP NV	$5.7M	38,177	−141,084	TRIM
309	Crossmark Global Holdings, Inc.	$5.7M	37,893	—	NO PRIOR
310	SCOTIA CAPITAL INC.	$5.7M	37,703	+174	ADD
311	CastleKnight Management LP	$5.7M	37,700	−5,900	TRIM
312	Leonteq Securities AG	$5.6M	37,358	−2,188	TRIM
313	3Chopt Investment Partners, LLC	$5.6M	37,306	−1,260	TRIM
314	Gunderson Capital Management LLC	$5.6M	36,997	−238	TRIM
315	Hudson Capital Management LLC	$5.5M	36,729	+3,624	ADD
316	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$5.5M	36,721	−1,722	TRIM
317	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$5.5M	36,508	+54	ADD
318	Fifth Third Wealth Advisors LLC	$5.4M	35,863	+2,550	ADD
319	McBroom & Associates, LLC	$5.3M	35,381	−1,558	TRIM
320	EVOLVE PRIVATE WEALTH, LLC	$5.3M	35,205	−212	TRIM
321	Advisors Asset Management, Inc.	$5.3M	35,018	−1,003	TRIM
322	OCCUDO QUANTITATIVE STRATEGIES LP	$5.2M	33,201	−13,787	TRIM
323	Cerity Partners LLC	$5.2M	34,720	+6,321	ADD
324	DAVENPORT & Co LLC	$5.2M	34,751	−48	TRIM
325	KAYNE ANDERSON CAPITAL ADVISORS LP	$5.2M	34,412	+34,412	NEW
326	NOMURA HOLDINGS INC	$5.2M	34,327	−59,374	TRIM
327	FACTORY MUTUAL INSURANCE CO	$5.2M	34,300	+34,300	NEW
328	SIR Capital Management, L.P.	$5.1M	34,100	+34,100	NEW
329	YOUSIF CAPITAL MANAGEMENT, LLC	$5.1M	33,902	−1,149	TRIM
330	Orion Porfolio Solutions, LLC	$5.0M	33,192	+1,503	ADD
331	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$5.0M	33,099	+4,257	ADD
332	Sagefield Capital LP	$4.9M	32,843	+5,438	ADD
333	BECK CAPITAL MANAGEMENT, LLC	$4.9M	32,842	+32,842	NEW
334	Aventail Capital Group, LP	$4.9M	32,740	+7,809	ADD
335	AssuredPartners Investment Advisors, LLC	$4.9M	32,248	+5,440	ADD
336	Metis Global Partners, LLC	$4.9M	32,362	+435	ADD
337	AE Wealth Management LLC	$4.8M	32,195	+4,901	ADD
338	Concurrent Investment Advisors, LLC	$4.8M	32,125	+7,223	ADD
339	DEEPWATER ASSET MANAGEMENT, LLC	$4.6M	30,925	+1,710	ADD
340	TD Waterhouse Canada Inc.	$4.6M	29,973	+18,608	ADD
341	Tower Research Capital LLC (TRC)	$4.6M	30,571	+12,197	ADD
342	LAKE STREET PRIVATE WEALTH, LLC	$4.6M	30,435	+16,257	ADD
343	Resolute Capital Asset Partners LLC	$4.5M	30,000	+10,000	ADD
344	UniSuper Management Pty Ltd	$4.4M	29,280	+72	ADD
345	Zweig-DiMenna Associates LLC	$4.4M	29,000	+29,000	NEW
346	Lido Advisors, LLC	$4.4M	28,987	+2,199	ADD
347	Venture Visionary Partners LLC	$4.4M	28,942	+17,948	ADD
348	Royal Fund Management, LLC	$4.3M	28,379	−19,333	TRIM
349	Vontobel Holding Ltd.	$4.3M	28,360	+15,526	ADD
350	Rafferty Asset Management, LLC	$4.3M	28,290	−9,876	TRIM
351	DIVERSIFY WEALTH MANAGEMENT, LLC	$4.2M	27,544	+6,204	ADD
352	Sterling Capital Management LLC	$4.1M	27,266	−22,052	TRIM
353	WESTBOURNE INVESTMENTS, INC.	$4.1M	27,050	+6,383	ADD
354	Consolidated Investment Group LLC	$4.1M	26,950	+14,950	ADD
355	MITCHELL CAPITAL MANAGEMENT CO	$4.0M	26,681	+1,401	ADD
356	Hartree Partners, LP	$4.0M	26,500	+26,500	NEW
357	Sitrin Capital Management LLC	$4.0M	26,377	−391	TRIM
358	Knollwood Investment Advisory, LLC	$3.9M	25,983	0	NO CHANGE
359	K2 PRINCIPAL FUND, L.P.	$3.9M	25,850	+15,850	ADD
360	US BANCORP \DE\	$3.9M	25,673	−1,269	TRIM
361	Elo Mutual Pension Insurance Co	$3.9M	25,659	+3,022	ADD
362	COMMERCE BANK	$3.8M	25,520	−1,393	TRIM
363	Aperture Investors, LLC	$3.8M	25,398	0	NO CHANGE
364	ZACKS INVESTMENT MANAGEMENT	$3.8M	25,277	+1,201	ADD
365	Davidson Capital Management Inc.	$3.6M	24,264	+24,207	ADD
366	BNP Paribas Asset Management Holding S.A.	$3.6M	24,193	−6,483	TRIM
367	Brevan Howard Capital Management LP	$3.6M	23,976	+813	ADD
368	HBK Sorce Advisory LLC	$3.5M	24,027	−4,914	TRIM
369	Beacon Pointe Advisors, LLC	$3.5M	23,499	+18,849	ADD
370	Stratos Wealth Partners, LTD.	$3.5M	23,081	−109	TRIM
371	J. Safra Sarasin Holding AG	$3.4M	22,838	+1,736	ADD
372	Allianz Asset Management GmbH	$3.4M	22,825	+1,320	ADD
373	OMC Financial Services LTD	$3.4M	22,805	0	NO CHANGE
374	Paralel Advisors LLC	$3.4M	22,778	0	NO CHANGE
375	ELEVATION POINT WEALTH PARTNERS, LLC	$3.4M	22,726	+22,726	NEW
376	MIRABELLA FINANCIAL SERVICES LLP	$3.4M	22,629	+22,629	NEW
377	Vinva Investment Management Ltd	$3.4M	22,913	+22,913	NEW
378	Pathstone Holdings, LLC	$3.4M	22,436	+1,385	ADD
379	OMERS ADMINISTRATION Corp	$3.3M	22,137	+3,978	ADD
380	Snowden Capital Advisors LLC	$3.3M	21,999	−3,917	TRIM
381	Peterson Wealth Services	$3.3M	21,926	+21,926	NEW
382	TRUIST FINANCIAL CORP	$3.3M	21,694	−7,336	TRIM
383	Illinois Municipal Retirement Fund	$3.3M	21,634	−11,224	TRIM
384	Sequoia Financial Advisors, LLC	$3.2M	21,242	+8,615	ADD
385	Caption Management, LLC	$3.2M	21,000	−12,000	TRIM
386	Equitable Holdings, Inc.	$3.1M	20,078	+10,739	ADD
387	Dynamic Advisor Solutions LLC	$3.1M	20,740	+1,264	ADD
388	GLENMEDE TRUST CO NA	$3.1M	20,709	+1,172	ADD
389	L & S Advisors Inc	$3.1M	20,451	−9,130	TRIM
390	Altshuler Shaham Ltd	$3.0M	20,252	−3,797	TRIM
391	BCV Asset Management Inc.	$3.0M	20,198	+167	ADD
392	Kerusso Capital Management LLC	$3.0M	20,097	−1,435	TRIM
393	SHELTON CAPITAL MANAGEMENT	$3.0M	20,087	−152	TRIM
394	Independent Advisor Alliance	$3.0M	19,965	+545	ADD
395	NORDEA INVESTMENT MANAGEMENT AB	$2.9M	20,205	+66	ADD
396	Dakota Wealth Management	$2.9M	19,315	+19,315	NEW
397	Burford Brothers, Inc.	$2.9M	19,284	+185	ADD
398	MIZUHO SECURITIES USA LLC	$2.9M	19,254	−3,937	TRIM
399	ADAMS DIVERSIFIED EQUITY FUND, INC.	$2.8M	18,900	−18,500	TRIM
400	AGF MANAGEMENT LTD	$2.8M	18,450	−502	TRIM
401	Huber Capital Management LLC	$2.8M	18,329	−21,545	TRIM
402	BLAIR WILLIAM & CO/IL	$2.7M	18,261	−7,036	TRIM
403	CWM, LLC	$2.7M	18,243	−16,171	TRIM
404	HARTFORD INVESTMENT MANAGEMENT CO	$2.7M	18,147	−295	TRIM
405	Dai-ichi Life Insurance Company, Ltd	$2.7M	18,084	−1,467	TRIM
406	Riggs Asset Managment Co. Inc.	$2.7M	17,900	+628	ADD
407	AXON CAPITAL LP	$2.6M	17,600	+17,600	NEW
408	Twin Tree Management, LP	$2.6M	17,235	+1,992	ADD
409	Maryland State Retirement & Pension System	$2.6M	17,007	+343	ADD
410	Private Advisor Group, LLC	$2.5M	16,794	−181	TRIM
411	Apollon Wealth Management, LLC	$2.5M	16,759	+1,294	ADD
412	Marex Group Ltd	$2.5M	16,537	−8,821	TRIM
413	Boston Partners	$2.5M	16,366	+1,080	ADD
414	WOLVERINE ASSET MANAGEMENT LLC	$2.4M	16,022	0	NO CHANGE
415	Fox Hill Wealth Management	$2.4M	15,940	+150	ADD
416	Jefferies Financial Group Inc.	$2.4M	15,903	+14,572	ADD
417	Vivid Wealth Management, LLC	$2.4M	15,694	+14	ADD
418	MAI Capital Management	$2.4M	15,633	+14,126	ADD
419	Nemes Rush Group LLC	$2.3M	15,169	−35	TRIM
420	&PARTNERS	$2.3M	15,133	−12,816	TRIM
421	Andra AP-fonden	$2.3M	15,022	−1,400	TRIM
422	Belpointe Asset Management LLC	$2.2M	14,795	+1,476	ADD
423	VestGen Advisors, LLC	$2.2M	15,140	+454	ADD
424	Inspire Investing, LLC	$2.2M	14,689	+13,725	ADD
425	Principle Wealth Partners LLC	$2.2M	14,661	+199	ADD
426	FOX RUN MANAGEMENT, L.L.C.	$2.2M	14,729	+14,729	NEW
427	IPG Investment Advisors LLC	$2.2M	14,377	0	NO CHANGE
428	Peregrine Asset Advisers, Inc.	$2.1M	14,201	+14,201	NEW
429	Onex Canada Asset Management Inc.	$2.1M	14,193	+14,193	NEW
430	NICOLET BANKSHARES INC	$2.1M	13,816	+13,816	NEW
431	Norinchukin Bank, The	$2.1M	13,806	+12	ADD
432	Whitaker-Myers Wealth Managers, LTD.	$2.1M	13,683	+3,685	ADD
433	Dynamic Technology Lab Private Ltd	$2.1M	13,682	+8,972	ADD
434	Rockline Wealth Management, LLC	$2.0M	13,622	+328	ADD
435	Hudson Canyon Capital Management	$2.0M	13,601	+857	ADD
436	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.0M	13,514	+583	ADD
437	SIMPLEX TRADING, LLC	$2.0M	13,455	−29,137	TRIM
438	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.0M	13,513	+4,460	ADD
439	FAGAN ASSOCIATES, INC.	$2.0M	13,409	+1,375	ADD
440	MGO ONE SEVEN LLC	$2.0M	13,350	+834	ADD
441	Resonant Capital Advisors, LLC	$2.0M	13,269	+4,327	ADD
442	Vise Technologies, Inc.	$2.0M	12,261	0	NO CHANGE
443	INFRASTRUCTURE CAPITAL ADVISORS, LLC	$2.0M	13,107	+2,496	ADD
444	D.A. DAVIDSON & CO.	$2.0M	13,011	+1,684	ADD
445	Stamos Capital Partners, L.P.	$1.9M	12,949	+1,111	ADD
446	Fort Sheridan Advisors LLC	$1.9M	12,941	+224	ADD
447	Hidden Cove Wealth Management, LLC	$1.9M	12,877	+12	ADD
448	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.9M	12,571	+12,571	NEW
449	Saudi Central Bank	$1.9M	12,506	+12,506	NEW
450	COLDSTREAM CAPITAL MANAGEMENT INC	$1.9M	12,505	+979	ADD
451	Atria Investments, Inc	$1.9M	12,457	−6,988	TRIM
452	WESPAC Advisors SoCal, LLC	$1.8M	12,222	+2,648	ADD
453	CREDIT AGRICOLE S A	$1.8M	12,089	−103,708	TRIM
454	Objectivity Squared, LLC	$1.8M	11,971	−426	TRIM
455	Schear Investment Advisers, LLC	$1.8M	11,920	+110	ADD
456	Summit Trail Advisors, LLC	$1.8M	11,919	+2,103	ADD
457	LAZARD ASSET MANAGEMENT LLC	$1.8M	11,690	+9,112	ADD
458	MONEY CONCEPTS CAPITAL CORP	$1.8M	11,665	+1,760	ADD
459	Quantbot Technologies LP	$1.7M	11,461	−16,549	TRIM
460	Brookstone Capital Management	$1.7M	11,439	+3,696	ADD
461	Pine Valley Investments Ltd Liability Co	$1.7M	11,425	+10,126	ADD
462	Clear Street Group Inc.	$1.7M	11,382	−14,721	TRIM
463	Merit Financial Group, LLC	$1.7M	11,289	+1,196	ADD
464	IHT Wealth Management, LLC	$1.7M	11,251	−106	TRIM
465	Aristides Capital LLC	$1.7M	11,243	+11,243	NEW
466	Farringdon Capital, Ltd.	$1.7M	11,095	+11,095	NEW
467	PROFUND ADVISORS LLC	$1.7M	11,068	−5,110	TRIM
468	PIAR LLC	$1.6M	10,960	−2,400	TRIM
469	Prospera Financial Services Inc	$1.6M	10,918	−3,417	TRIM
470	FLPUTNAM INVESTMENT MANAGEMENT CO	$1.6M	10,913	−7,108	TRIM
471	HB Wealth Management, LLC	$1.6M	10,903	+993	ADD
472	Generali Asset Management SPA SGR	$1.6M	10,835	+10,835	NEW
473	EP Wealth Advisors, LLC	$1.6M	10,829	+2,509	ADD
474	NLB Skladi, upravljanje premozenja, d.o.o.	$1.6M	10,800	0	NO CHANGE
475	LMR Partners LLP	$1.6M	10,744	−49,190	TRIM
476	Farmers & Merchants Trust Co of Long Beach	$1.6M	10,730	+189	ADD
477	Trask Adam Roland	$1.6M	10,714	—	NO PRIOR
478	Hennion & Walsh Asset Management, Inc.	$1.6M	10,657	+3,226	ADD
479	Kurv Investment Management LLC	$1.6M	10,858	+10,858	NEW
480	WESTPAC BANKING CORP	$1.6M	10,626	+9,331	ADD
481	FLORIDA FINANCIAL ADVISORS, LLC	$1.6M	10,520	+839	ADD
482	Donoghue Forlines LLC	$1.6M	10,459	+1,464	ADD
483	QUADRANT CAPITAL GROUP LLC	$1.6M	10,408	+371	ADD
484	LGT Fund Management Co Ltd.	$1.6M	10,322	0	NO CHANGE
485	Gradient Investments LLC	$1.6M	10,312	+10,312	NEW
486	Phoenix Financial Ltd.	$1.5M	10,257	−2,060	TRIM
487	GATEWAY INVESTMENT ADVISERS LLC	$1.5M	10,226	+4,163	ADD
488	Arosa Capital Management LP	$1.5M	10,205	+10,205	NEW
489	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.5M	10,191	+15	ADD
490	Cornerstone Advisory, LLC	$1.5M	10,169	+6,536	ADD
491	New Age Alpha Advisors, LLC	$1.5M	10,126	+10,126	NEW
492	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.5M	10,126	+555	ADD
493	Focus Partners Wealth	$1.5M	10,123	−3,982	TRIM
494	Oak Thistle LLC	$1.5M	10,092	−4,242	TRIM
495	RBF Capital, LLC	$1.5M	10,000	−10,000	TRIM
496	Cumberland Partners Ltd	$1.5M	10,000	−19,025	TRIM
497	Union Square Park Capital Management, LLC	$1.5M	10,000	0	NO CHANGE
498	Kamunting Street Capital Management, L.P.	$1.5M	10,000	+10,000	NEW
499	Meeder Advisory Services, Inc.	$1.5M	9,987	+832	ADD
500	Guardian Partners Inc.	$1.5M	9,951	+2,351	ADD

Truncated by Public Filings. Top 500 of 1,077 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 · VST

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: 6 Lone Pine Capital, Appaloosa, Bridgewater Associates, Soros Fund Management, Gotham Asset Management, Moore Capital Management $1.4B held
Trimming: 4 Tudor Investment Corp, Third Point, Glenview Capital, Caxton Associates $24.8M held

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

Merged timeline of congressional filings and notable-manager moves on VST
Date	Who	Change	Size
2026-05-15	Lone Pine Capital 13F	ADD	+975,700 sh
2026-05-15	Appaloosa 13F	ADD	+1,077,332 sh
2026-05-15	Bridgewater Associates 13F	ADD	+38,665 sh
2026-05-15	Soros Fund Management 13F	NEW	+244,314 sh
2026-05-15	Gotham Asset Management 13F	ADD	+13,132 sh
2026-05-15	Moore Capital Management 13F	ADD	+3,740 sh
2026-05-15	Tudor Investment Corp 13F	TRIM	−112,920 sh
2026-05-15	Third Point 13F	EXIT	−1,005,000 sh
2026-05-15	Glenview Capital 13F	EXIT	−66,074 sh
2026-05-14	Caxton Associates 13F	EXIT	−4,668 sh

10 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.