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 ↗

WESTERN MIDSTREAM PARTNERS L · COM UNIT LP INT · Q1 2026 · 7 members disclosed WES ↗

13F filers reporting this class for the quarter ended 2026-03-31: 249
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $5.1B
holders whose share count rose or who opened the position (new + add), by shares: 152
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 21

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 WES ranked by reported value, 1–25 of 275 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	ALPS ADVISORS INC	$1.6B	38,637,354	+3,562,997	ADD
2	Invesco Ltd.	$990M	24,047,585	+343,986	ADD
3	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$365M	8,869,816	+589,766	ADD
4	Blackstone Inc.	$360M	8,755,422	−2,337,473	TRIM
5	MORGAN STANLEY	$187M	4,550,365	−896,110	TRIM
6	KAYNE ANDERSON CAPITAL ADVISORS LP	$161M	3,918,091	+16,998	ADD
7	UBS Group AG	$153M	3,722,238	+220,454	ADD
8	WESTWOOD HOLDINGS GROUP INC	$88.2M	2,142,933	+2,099,796	ADD
9	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	$69.0M	1,676,900	+136,000	ADD
10	ING GROEP NV	$65.4M	1,587,500	+871,847	ADD
11	Fractal Investments LLC	$65.0M	1,577,806	0	NO CHANGE
12	BERKLEY W R CORP	$52.2M	1,266,970	+1,266,970	NEW
13	INFRASTRUCTURE CAPITAL ADVISORS, LLC	$50.8M	1,234,879	+77,202	ADD
14	Recurrent Investment Advisors LLC	$46.7M	1,134,758	−203,896	TRIM
15	BANK OF AMERICA CORP /DE/	$46.5M	1,128,284	−1,108,768	TRIM
16	CIBC Bancorp USA Inc.	$44.1M	1,072,138	—	NO PRIOR
17	EAGLE GLOBAL ADVISORS LLC	$43.8M	1,063,920	−187,330	TRIM
18	STIFEL FINANCIAL CORP	$40.5M	983,944	+15,707	ADD
19	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$37.7M	914,525	−174,994	TRIM
20	FIRST TRUST ADVISORS LP	$37.2M	902,585	+253,474	ADD
21	WELLS FARGO & COMPANY/MN	$34.5M	838,555	+64,431	ADD
22	NATIXIS	$27.5M	669,100	0	NO CHANGE
23	Texas Yale Capital Corp.	$26.1M	632,821	+13,550	ADD
24	RAYMOND JAMES FINANCIAL INC	$22.9M	555,727	−7,358	TRIM
25	Empowered Funds, LLC	$19.5M	472,989	+472,989	NEW

Show all 275 holders

13F holders of WES ranked by reported value, 26–275 of 275 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	Allianz Asset Management GmbH	$18.3M	443,487	+210,209	ADD
27	Empirical Finance, LLC	$18.2M	442,189	+205,421	ADD
28	TERRIL BROTHERS, INC.	$16.7M	405,189	+3,550	ADD
29	Catalyst Capital Advisors LLC	$16.5M	401,812	+31,820	ADD
30	Militia Capital Management LLC	$16.5M	400,500	—	NO PRIOR
31	JENNISON ASSOCIATES LLC	$13.2M	319,415	−55,503	TRIM
32	Knollwood Investment Advisory, LLC	$12.4M	301,032	0	NO CHANGE
33	LPL Financial LLC	$12.3M	299,924	+7,028	ADD
34	Susquehanna Portfolio Strategies, LLC	$11.9M	288,605	0	NO CHANGE
35	Sovereign Investment Advisors, LLC	$11.3M	274,479	+1,287	ADD
36	EXCHANGE TRADED CONCEPTS, LLC	$11.1M	269,657	−7,016	TRIM
37	Slotnik Capital, LLC	$10.8M	262,614	0	NO CHANGE
38	Waverly Advisors, LLC	$10.4M	253,319	−102,424	TRIM
39	Advisors Asset Management, Inc.	$10.0M	242,458	+7,337	ADD
40	ROYAL BANK OF CANADA	$9.9M	241,086	+241,086	NEW
41	Maryland State Retirement & Pension System	$9.0M	217,674	−5,173	TRIM
42	STEPHENS INC /AR/	$8.5M	205,453	+4,429	ADD
43	Heronetta Management, L.P.	$8.5M	206,361	0	NO CHANGE
44	RR Advisors, LLC	$7.6M	184,313	+184,313	NEW
45	HORIZON KINETICS ASSET MANAGEMENT LLC	$7.0M	169,744	+35,659	ADD
46	Ellsworth Advisors, LLC	$6.8M	166,306	+10,363	ADD
47	CITIGROUP INC	$6.7M	162,617	+35,453	ADD
48	Americana Partners, LLC	$6.7M	162,059	+1,012	ADD
49	EVERGREEN CAPITAL MANAGEMENT LLC	$6.5M	158,167	−8,031	TRIM
50	Sanctuary Advisors, LLC	$5.9M	144,056	+6,212	ADD
51	U.S. Capital Wealth Advisors, LLC	$5.8M	140,475	+6,475	ADD
52	Rockefeller Capital Management L.P.	$5.5M	133,799	+13,474	ADD
53	Cresset Asset Management, LLC	$5.4M	129,976	+29,419	ADD
54	Mariner, LLC	$5.3M	129,372	+14,766	ADD
55	ENVESTNET ASSET MANAGEMENT INC	$4.6M	110,711	+110,711	NEW
56	Lavaca Capital LLC	$4.4M	108,000	0	NO CHANGE
57	Cetera Investment Advisers	$4.3M	104,295	+3,291	ADD
58	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$4.3M	103,654	+103,654	NEW
59	PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE	$4.1M	100,000	+100,000	NEW
60	Summit Financial, LLC	$3.9M	94,302	+1	ADD
61	HighTower Advisors, LLC	$3.5M	86,042	+8,313	ADD
62	Pathstone Holdings, LLC	$3.4M	83,078	+142	ADD
63	Pekin Hardy Strauss, Inc.	$3.0M	73,150	0	NO CHANGE
64	D.A. DAVIDSON & CO.	$3.0M	72,449	+72,449	NEW
65	NewEdge Advisors, LLC	$2.7M	66,584	+66,584	NEW
66	BlackRock, Inc.	$2.7M	65,656	+94	ADD
67	Parkside Financial Bank & Trust	$2.7M	65,438	0	NO CHANGE
68	DIVIDEND ASSETS CAPITAL, LLC	$2.6M	64,355	+2,835	ADD
69	HUB Investment Partners, LLC	$2.5M	60,562	+3,614	ADD
70	Keeler Thomas Management LLC	$2.2M	52,453	+52,453	NEW
71	Kestra Advisory Services, LLC	$2.2M	52,294	−4,618	TRIM
72	ELCO Management Co., LLC	$2.1M	50,149	+50,149	NEW
73	CFM WEALTH PARTNERS LLC	$2.1M	49,883	0	NO CHANGE
74	DAYMARK WEALTH PARTNERS, LLC	$2.0M	49,036	+2,452	ADD
75	WEXFORD CAPITAL LP	$2.0M	48,526	+48,526	NEW
76	MAI Capital Management	$2.0M	47,664	+2,454	ADD
77	TRUIST FINANCIAL CORP	$2.0M	47,494	+23,916	ADD
78	Creative Planning	$1.9M	47,353	+9,083	ADD
79	SageGuard Financial Group, LLC	$1.8M	44,344	−655	TRIM
80	NORTHERN TRUST CORP	$1.7M	41,164	−8,486	TRIM
81	CHILTON CAPITAL MANAGEMENT LLC	$1.7M	40,469	−2,538	TRIM
82	AlphaCore Capital LLC	$1.6M	39,555	+39,555	NEW
83	GUGGENHEIM CAPITAL LLC	$1.6M	39,054	+7,319	ADD
84	FMR LLC	$1.6M	39,036	−27,343	TRIM
85	Samalin Investment Counsel, LLC	$1.6M	37,766	+3,533	ADD
86	Beacon Pointe Advisors, LLC	$1.5M	37,080	+940	ADD
87	Requisite Capital Management, LLC	$1.5M	36,046	0	NO CHANGE
88	OPPENHEIMER ASSET MANAGEMENT INC.	$1.5M	36,044	+1,899	ADD
89	FIDELIS CAPITAL PARTNERS, LLC	$1.5M	36,021	+26,752	ADD
90	INDEPENDENT FINANCIAL GROUP, LLC	$1.5M	35,729	—	NO PRIOR
91	IFG Advisory, LLC	$1.4M	34,577	+34,577	NEW
92	Turtle Creek Wealth Advisors, LLC	$1.4M	34,402	0	NO CHANGE
93	PFG Investments, LLC	$1.3M	32,110	+5,153	ADD
94	IEQ CAPITAL, LLC	$1.3M	31,611	+506	ADD
95	Cerity Partners LLC	$1.3M	31,321	+786	ADD
96	Autumn Glory Partners, LLC	$1.3M	31,000	+10,000	ADD
97	OSAIC HOLDINGS, INC.	$1.3M	30,751	−20,898	TRIM
98	US BANCORP \DE\	$1.3M	30,710	+1,234	ADD
99	Apollon Wealth Management, LLC	$1.2M	30,259	−501	TRIM
100	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.2M	29,822	−24,502	TRIM
101	BWM Planning, LLC	$1.2M	28,325	0	NO CHANGE
102	Nicholas Wealth, LLC.	$1.2M	28,061	+2,762	ADD
103	Curi Capital, LLC	$1.2M	27,938	0	NO CHANGE
104	Cedar Wealth Management, LLC	$1.1M	27,702	+27,702	NEW
105	COMMONWEALTH EQUITY SERVICES, LLC	$1.1M	27,401	−3,328	TRIM
106	Moors & Cabot, Inc.	$1.1M	26,284	+2,058	ADD
107	AMERICAN FINANCIAL GROUP INC	$1.0M	25,500	0	NO CHANGE
108	Abel Hall, LLC	$1.0M	25,188	+14,997	ADD
109	Summit Trail Advisors, LLC	$1.0M	25,114	+13,879	ADD
110	NewEdge Wealth, LLC	$966K	23,452	+10,000	ADD
111	Kovack Advisors, Inc.	$954K	23,206	+1,659	ADD
112	CWM, LLC	$914K	22,209	−2	TRIM
113	Chicago Partners Investment Group LLC	$901K	22,008	+729	ADD
114	CVFG LLC	$895K	21,730	+21,730	NEW
115	Focus Partners Wealth	$893K	21,700	+5,910	ADD
116	Corient Private Wealth LLC	$868K	22,271	−3,596	TRIM
117	ProShare Advisors LLC	$826K	20,057	−2,229	TRIM
118	Mutual Advisors, LLC	$825K	20,035	+4,582	ADD
119	Linscomb Wealth, Inc.	$812K	19,729	+7,661	ADD
120	KESTRA PRIVATE WEALTH SERVICES, LLC	$803K	19,499	+1,158	ADD
121	Kercheville Advisors, LLC	$795K	19,300	+7,900	ADD
122	Plan Group Financial, LLC	$746K	18,130	+7,630	ADD
123	Evanson Asset Management, LLC	$744K	18,082	+18,082	NEW
124	VestGen Advisors, LLC	$740K	16,614	+1,527	ADD
125	Snowden Capital Advisors LLC	$732K	17,787	−4,117	TRIM
126	Concurrent Investment Advisors, LLC	$717K	17,408	+7,461	ADD
127	SIMON QUICK ADVISORS, LLC	$716K	17,400	0	NO CHANGE
128	Cornerstone Management, Inc.	$689K	16,735	0	NO CHANGE
129	Rockwood Wealth Management, LLC	$688K	16,713	0	NO CHANGE
130	&PARTNERS	$681K	16,536	+16,536	NEW
131	Caprock Group, LLC	$670K	16,279	−6,007	TRIM
132	Diversified Trust Co	$669K	16,251	−1,577	TRIM
133	Lido Advisors, LLC	$654K	15,887	+15,887	NEW
134	NOVEM GROUP	$640K	15,543	+249	ADD
135	EQUITEC PROPRIETARY MARKETS, LLC	$605K	14,700	−792	TRIM
136	Oxinas Partners, LLC	$567K	13,761	0	NO CHANGE
137	Stratos Wealth Partners, LTD.	$566K	13,742	+6,070	ADD
138	CASTLEARK MANAGEMENT LLC	$551K	13,390	−22,810	TRIM
139	JOURNEY STRATEGIC WEALTH LLC	$548K	13,300	0	NO CHANGE
140	BITTERROOT CAPITAL ADVISORS LLC	$537K	13,038	+270	ADD
141	AlTi Global, Inc.	$527K	12,804	+12,804	NEW
142	Brookstone Capital Management	$527K	12,800	+458	ADD
143	Steward Partners Investment Advisory, LLC	$525K	12,758	+7,352	ADD
144	Westover Capital Advisors, LLC	$523K	12,700	+5,000	ADD
145	Kaizen Financial Strategies	$514K	12,573	+860	ADD
146	DIMENSIONAL FUND ADVISORS LP	$493K	11,964	−15,861	TRIM
147	MGO ONE SEVEN LLC	$463K	11,249	−898	TRIM
148	HOWARD FINANCIAL SERVICES, LTD.	$460K	11,179	+232	ADD
149	Prospera Financial Services Inc	$456K	11,065	+5	ADD
150	FIDUCIARY FINANCIAL GROUP, LLC	$440K	10,681	−60	TRIM
151	Fiduciary Group, LLC	$429K	10,420	0	NO CHANGE
152	F/m Investments LLC	$426K	10,340	0	NO CHANGE
153	Hardy Reed LLC	$414K	10,050	0	NO CHANGE
154	HB Wealth Management, LLC	$409K	9,939	+1,806	ADD
155	CHOREO, LLC	$407K	9,875	+9,875	NEW
156	BLAIR WILLIAM & CO/IL	$399K	9,684	+94	ADD
157	Private Advisor Group, LLC	$390K	9,480	+1,293	ADD
158	Quantinno Capital Management LP	$375K	9,105	+176	ADD
159	TOCQUEVILLE ASSET MANAGEMENT L.P.	$365K	8,873	+670	ADD
160	Cadent Capital Advisors, LLC	$364K	8,843	+77	ADD
161	Convergence Financial, LLC	$361K	8,760	+8,760	NEW
162	South Street Advisors LLC	$356K	8,640	+8,640	NEW
163	M&T BANK CORP	$352K	8,540	0	NO CHANGE
164	Stonebridge Financial Group, LLC / MO	$345K	8,383	+1,011	ADD
165	MITCHELL MCLEOD PUGH & WILLIAMS INC	$345K	8,375	0	NO CHANGE
166	Corps Capital Advisors, LLC	$342K	8,316	+8,316	NEW
167	Obermeyer Wealth Partners	$329K	8,000	+8,000	NEW
168	Quantum Financial Planning Services, Inc.	$329K	8,000	0	NO CHANGE
169	MOODY NATIONAL BANK TRUST DIVISION	$311K	7,547	+127	ADD
170	Sequoia Financial Advisors, LLC	$295K	7,175	0	NO CHANGE
171	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	$294K	7,132	0	NO CHANGE
172	Outlook Wealth Advisors, LLC	$291K	7,078	+44	ADD
173	SANDERS MORRIS HARRIS LLC	$276K	6,697	+6,697	NEW
174	Intrua Financial, LLC	$271K	6,593	+65	ADD
175	Laird Norton Wetherby Trust Company, LLC	$266K	6,450	0	NO CHANGE
176	FIFTH THIRD BANCORP	$265K	6,431	+5,502	ADD
177	Curated Wealth Partners LLC	$263K	6,400	0	NO CHANGE
178	Naviter Wealth, LLC	$263K	6,400	+175	ADD
179	TABLEAUX LLC	$263K	6,394	+6,394	NEW
180	Hickory Point Bank & Trust	$261K	6,350	+6,350	NEW
181	Wilmington Savings Fund Society, FSB	$261K	6,343	+2,000	ADD
182	Venture Visionary Partners LLC	$259K	6,300	+6,300	NEW
183	Arista Wealth Management, LLC	$259K	6,300	0	NO CHANGE
184	Pasadena Private Wealth, LLC	$252K	6,110	+300	ADD
185	Highlander Partners, L.P.	$251K	6,100	0	NO CHANGE
186	Kingsview Wealth Management, LLC	$243K	5,914	+51	ADD
187	AE Wealth Management LLC	$241K	5,861	+543	ADD
188	Magnus Financial Group LLC	$239K	5,817	+5,817	NEW
189	WESTCO ADVISORY SERVICES INC /ADV	$239K	5,807	—	NO PRIOR
190	Sage Capital Management, LLC	$235K	5,713	0	NO CHANGE
191	CAPITAL ADVISORS INC/OK	$231K	5,600	0	NO CHANGE
192	MATTERN CAPITAL MANAGEMENT, LLC	$225K	5,475	0	NO CHANGE
193	QUADRANT CAPITAL GROUP LLC	$224K	5,435	0	NO CHANGE
194	Archford Capital Strategies, LLC	$222K	5,400	0	NO CHANGE
195	AMERICAN CENTURY COMPANIES INC	$219K	5,327	−50	TRIM
196	Summit Financial Wealth Advisors, LLC	$215K	5,213	+5,213	NEW
197	Advisor Resource Council	$208K	5,056	0	NO CHANGE
198	DRW Securities, LLC	$206K	5,002	+5,002	NEW
199	BALDWIN WEALTH PARTNERS LLC/MA	$206K	5,000	+5,000	NEW
200	Resonant Capital Advisors, LLC	$206K	5,000	+5,000	NEW
201	Regal Investment Advisors LLC	$204K	4,951	+4,951	NEW
202	Tidal Investments LLC	$203K	4,941	+4,941	NEW
203	WESPAC Advisors, LLC	$201K	4,887	+4,887	NEW
204	SCS Capital Management LLC	$201K	4,883	+4,883	NEW
205	Pavion Blue Capital, LLC	$201K	4,880	+4,880	NEW
206	Virtus Investment Advisers, LLC	$185K	4,496	+384	ADD
207	Amplify Investments, LLC	$176K	4,284	+4,284	NEW
208	CENTRAL TRUST Co	$173K	4,205	0	NO CHANGE
209	AMERIFLEX GROUP, INC.	$172K	4,187	+4,187	NEW
210	Geneos Wealth Management Inc.	$148K	3,587	+2,000	ADD
211	Arax Advisory Partners	$78.2K	1,900	+550	ADD
212	State of Wyoming	$70.7K	1,718	−3,548	TRIM
213	HM PAYSON & CO	$52.3K	1,271	+150	ADD
214	Allworth Financial LP	$42.8K	1,040	+1	ADD
215	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$41.2K	1,012	0	NO CHANGE
216	MATHER GROUP, LLC.	$37.5K	910	+910	NEW
217	Elequin Capital, LP	$34.6K	841	+841	NEW
218	Financial Network Wealth Advisors LLC	$33.7K	819	—	NO PRIOR
219	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$33.5K	814	+135	ADD
220	Larson Financial Group LLC	$32.6K	791	0	NO CHANGE
221	ARMSTRONG ADVISORY GROUP, INC	$28.8K	700	0	NO CHANGE
222	Glen Eagle Advisors, LLC	$28.5K	693	−250	TRIM
223	TOTH FINANCIAL ADVISORY CORP	$24.4K	593	0	NO CHANGE
224	Truvestments Capital LLC	$24.1K	585	0	NO CHANGE
225	Axiom Investment Management LLC	$18.5K	450	—	NO PRIOR
226	HRT FINANCIAL LP	$16.6K	403,313	+403,313	NEW
227	Founders Capital Management	$16.5K	400	0	NO CHANGE
228	ASSETMARK, INC	$16.3K	395	+185	ADD
229	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$14.7K	358	+305	ADD
230	Pacific Center for Financial Services	$12.4K	300	+300	NEW
231	Vermillion Wealth Management, Inc.	$10.1K	246	+246	NEW
232	Medallion Wealth Advisors, LLC	$8.7K	212	—	NO PRIOR
233	Asset Dedication, LLC	$8.2K	200	0	NO CHANGE
234	TD Waterhouse Canada Inc.	$8.1K	200	+200	NEW
235	Optiver Holding B.V.	$6.1K	147	0	NO CHANGE
236	CALDWELL SUTTER CAPITAL, INC.	$5.4K	130	+25	ADD
237	Abound Wealth Management	$4.9K	118	0	NO CHANGE
238	West Financial Advisors, LLC	$4.8K	117	+2	ADD
239	GSA CAPITAL PARTNERS LLP	$2.1K	50,630	+50,630	NEW
240	Virtu Financial LLC	$1.8K	43,631	+43,631	NEW
241	WOLFF WIESE MAGANA LLC	$1.5K	36	0	NO CHANGE
242	Bollard Group LLC	$668	16,219	+338	ADD
243	Rialto Wealth Management, LLC	$577	14	0	NO CHANGE
244	PEAPACK GLADSTONE FINANCIAL CORP	$522	12,665	0	NO CHANGE
245	Investor's Fiduciary Advisor Network, LLC	$226	5,500	0	NO CHANGE
246	Avion Wealth	$24	600	−1,300	TRIM
247	Capital Analysts, LLC	$23	566	+566	NEW
248	State of Alaska, Department of Revenue	$18	447	0	NO CHANGE
249	Capital Advisors, Ltd. LLC	$2	47	0	NO CHANGE
250	COMERICA BANK	—	—	—	n/c
251	CIBC Private Wealth Group LLC	—	—	—	n/c
252	Alpha Cubed Investments, LLC	—	—	—	n/c
253	Global Retirement Partners, LLC	—	—	—	n/c
254	Militia Capital Partners, LP	—	—	—	n/c
255	Jefferies Financial Group Inc.	—	—	−138,109	EXIT
256	GLENMEDE TRUST CO NA	—	—	−85,481	EXIT
257	HARBOUR INVESTMENTS, INC.	—	—	−181	EXIT
258	CITADEL ADVISORS LLC	—	—	−119,655	EXIT
259	Barnett & Company, Inc.	—	—	−5,700	EXIT
260	TWO SIGMA SECURITIES, LLC	—	—	−6,945	EXIT
261	Verition Fund Management LLC	—	—	−16,710	EXIT
262	SUMMIT SECURITIES GROUP LLC	—	—	−4,300	EXIT
263	Vestcor Inc	—	—	−56,834	EXIT
264	VIRTUS ADVISERS, LLC	—	—	−4,836	EXIT
265	JANE STREET GROUP, LLC	—	—	−1,200,205	EXIT
266	Inspire Investing, LLC	—	—	−32,148	EXIT
267	Independent Advisor Alliance	—	—	−22,506	EXIT
268	McIlrath & Eck, LLC	—	—	−2,430	EXIT
269	DV Trading LLC	—	—	−400	EXIT
270	XTX Topco Ltd	—	—	−11,872	EXIT
271	TECTONIC ADVISORS LLC	—	—	−149,413	EXIT
272	Nuveen, LLC	—	—	−126,542	EXIT
273	Prossimo Advisors, LLC	—	—	−5,409	EXIT
274	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	—	—	−99,699	EXIT
275	Wealth Enhancement Trust Services, Inc.	—	—	−1,000	EXIT

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · WES

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: 0 — $0 held
Trimming: 0 — $0 held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · WESTERN MIDSTREAM PARTNERS L

No moves on either side in the window.

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.