World Smart Money

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Tracked funds

18Unique WSM-tracked managers; table rows may include common shares and options

Politicians active

3Recent transactions disclosed via House Clerk / Senate eFD

13F notional

$14.2B2026-03-31

Top conviction

2.4%max % across any fund's portfolio

Source layer

This page is the WSM tracked universe, not market-wide ownership. 13F rows are quarterly snapshots, about 45 days delayed; PTR rows are event-based public disclosures.

13F filing

Funds holding this ticker

Manager	13F value	Conviction	Class	Option	Reported	SEC filing
Capital World InvestorsOther	$3.7B	0.51%	SH	—	2026-03-31	SEC filing
FMR LLCOther	$2.5B	0.13%	SH	—	2026-03-31	SEC filing
Jennison Associates LLCOther	$1.4B	0.96%	SH	—	2026-03-31	SEC filing
Baillie Gifford & CoOther	$1.2B	1.2%	SH	—	2026-03-31	SEC filing
Loomis, Sayles & Company, L.P.Other	$783.5M	1.1%	SH	—	2026-03-31	SEC filing
Two Sigma Investments, LPOther	$647.8M	0.52%	SH	—	2026-03-31	SEC filing
ClearBridge Investments, LLCOther	$629.3M	0.55%	SH	—	2026-03-31	SEC filing
Citadel Advisors LLCOther	$625.1M	0.10%	SH	—	2026-03-31	SEC filing
Sands Capital Management, LLCOther	$609.1M	2.4%	SH	—	2026-03-31	SEC filing
Millennium Management LLCOther	$419.6M	0.17%	SH	—	2026-03-31	SEC filing
Coatue Management LLCOther	$394.3M	1.4%	SH	—	2026-03-31	SEC filing
Point72 Asset Management, L.P.Other	$292.9M	0.38%	SH	—	2026-03-31	SEC filing
Citadel Advisors LLCOther	$270M	0.04%	SH	CALL	2026-03-31	SEC filing
Citadel Advisors LLCHedge	$137.1M	0.02%	SH	PUT	2026-03-31	SEC filing
Point72 Asset Management, L.P.Other	$97.1M	0.12%	SH	CALL	2026-03-31	SEC filing
OrbiMed Advisors LLCOther	$96.2M	1.9%	SH	—	2026-03-31	SEC filing
Renaissance Technologies LLCOther	$64.3M	0.10%	SH	—	2026-03-31	SEC filing
Balyasny Asset Management L.P.Other	$59.3M	0.08%	SH	—	2026-03-31	SEC filing
Millennium Management LLCHedge	$57.8M	0.02%	SH	PUT	2026-03-31	SEC filing
Perceptive Advisors LLCOther	$39.4M	0.77%	SH	—	2026-03-31	SEC filing
Point72 Asset Management, L.P.Hedge	$33.3M	0.04%	SH	PUT	2026-03-31	SEC filing
ARK Investment Management LLCOther	$31.8M	0.25%	SH	—	2026-03-31	SEC filing
Millennium Management LLCOther	$24.4M	0.01%	SH	CALL	2026-03-31	SEC filing
Bridgewater Associates, LPOther	$8M	0.04%	SH	—	2026-03-31	SEC filing
Balyasny Asset Management L.P.Hedge	$6M	0.01%	SH	PUT	2026-03-31	SEC filing
Balyasny Asset Management L.P.Other	$4M	0.01%	SH	CALL	2026-03-31	SEC filing
Two Sigma Investments, LPHedge	$2.4M	0.00%	SH	PUT	2026-03-31	SEC filing
Two Sigma Investments, LPOther	$1.4M	0.00%	SH	CALL	2026-03-31	SEC filing

Politician

Politician PTR activity

Public date	Politician	Action	Owner	Amount range	Filing
2025-10-15	Josh Gottheimer HouseholdD · NJ-05	Sale (Partial)	Self	$1K–$15K	20032246
2025-06-22	Jefferson Shreve HouseholdR · IN-06	Purchase	Self	$15K–$50K	20030387
2025-06-22	Jefferson Shreve HouseholdR · IN-06	Sale	Self	$15K–$50K	20030387
2025-05-14	Josh Gottheimer HouseholdD · NJ-05	Sale (Partial)	Self	$1K–$15K	20030338
2025-05-12	Bruce Westerman HouseholdR · AR-04	Sale	Self	$1K–$15K	20030332
2025-04-16	Bruce Westerman HouseholdR · AR-04	Purchase	Self	$1K–$15K	20030146

Combined activity

13F filings + PTR transactions, newest first

13F filing2026-05-29Perceptive Advisors LLC · $39.4M↗
13F filing2026-05-15FMR LLC · $2.5B↗
13F filing2026-05-15Two Sigma Investments, LP · $647.8M↗
13F filing2026-05-15Citadel Advisors LLC · $625.1M↗
13F filing2026-05-15Millennium Management LLC · $419.6M↗
13F filing2026-05-15Coatue Management LLC · $394.3M↗
13F filing2026-05-15Point72 Asset Management, L.P. · $292.9M↗
13F filing2026-05-15Citadel Advisors LLC · $270M↗
13F filing2026-05-15Citadel Advisors LLC · $137.1M↗
13F filing2026-05-15Point72 Asset Management, L.P. · $97.1M↗
13F filing2026-05-15OrbiMed Advisors LLC · $96.2M↗
13F filing2026-05-15Balyasny Asset Management L.P. · $59.3M↗
13F filing2026-05-15Millennium Management LLC · $57.8M↗
13F filing2026-05-15Point72 Asset Management, L.P. · $33.3M↗
13F filing2026-05-15Millennium Management LLC · $24.4M↗
13F filing2026-05-15Bridgewater Associates, LP · $8M↗
13F filing2026-05-15Balyasny Asset Management L.P. · $6M↗
13F filing2026-05-15Balyasny Asset Management L.P. · $4M↗
13F filing2026-05-15Two Sigma Investments, LP · $2.4M↗
13F filing2026-05-15Two Sigma Investments, LP · $1.4M↗
13F filing2026-05-14Loomis, Sayles & Company, L.P. · $783.5M↗
13F filing2026-05-14Renaissance Technologies LLC · $64.3M↗
13F filing2026-05-13Capital World Investors · $3.7B↗
13F filing2026-05-13ClearBridge Investments, LLC · $629.3M↗
13F filing2026-05-12ARK Investment Management LLC · $31.8M↗
13F filing2026-05-08Baillie Gifford & Co · $1.2B↗
13F filing2026-05-08Sands Capital Management, LLC · $609.1M↗
13F filing2026-05-06Jennison Associates LLC · $1.4B↗
PTR2025-10-15Josh Gottheimer Household · Sale (Partial) · $1K–$15K↗
PTR2025-06-22Jefferson Shreve Household · Purchase · $15K–$50K↗
PTR2025-06-22Jefferson Shreve Household · Sale · $15K–$50K↗
PTR2025-05-14Josh Gottheimer Household · Sale (Partial) · $1K–$15K↗
PTR2025-05-12Bruce Westerman Household · Sale · $1K–$15K↗
PTR2025-04-16Bruce Westerman Household · Purchase · $1K–$15K↗

Often co-held with

Most overlapping other holdings among managers who hold this ticker

IVZINVESCO EXCH TRADED FD TR II389 overlap TBBKZIONS BANCORPORATION NATL AS191 overlap IAUISHARES INC190 overlap AGQPROSHARES TR137 overlap WTWISDOMTREE INC129 overlap