{
  "ok": true,
  "updated": "2026-07-07T17:03:04.350Z",
  "title": "Big Three Asset Manager Tracker",
  "boundary": "This tracker maps influence routes, public records and missing records. It does not treat ownership, index inclusion, custody, association or voting power as wrongdoing by itself.",
  "lanes": [
    "Management and board",
    "AUM and AUC/AUA",
    "ETF and index exposure",
    "13F holdings",
    "13D / 13G beneficial ownership",
    "N-PX proxy voting",
    "Form ADV adviser details",
    "public pension mandates",
    "government contracts and procurement",
    "custody / administration",
    "technology platforms",
    "subsidiaries and acquisitions",
    "regulatory actions and lawsuits",
    "lobbying and policy routes",
    "missing records and watch triggers"
  ],
  "companies": [
    {
      "id": "blackrock",
      "name": "BlackRock",
      "ticker": "BLK",
      "type": "public asset manager",
      "aum_watch": "Latest public watch: about $13.46T reported for Q3 2025; verify against latest 10-Q/earnings release before quoting.",
      "management": [
        "Laurence D. Fink — chairman and CEO watch route",
        "Robert S. Kapito — president watch route",
        "Board, executive committee, risk committee and stewardship leadership to be refreshed from annual report / proxy statement"
      ],
      "control_layers": [
        "index funds and ETFs",
        "iShares",
        "Aladdin risk and portfolio platform",
        "private markets / infrastructure expansion",
        "proxy voting / stewardship",
        "public-company ownership concentration"
      ],
      "contracts": [
        "USASpending.gov entity search",
        "SAM.gov entity search",
        "SEC material agreements and acquisition filings",
        "public pension and state investment board mandates",
        "sovereign wealth / institutional mandate references"
      ],
      "source_routes": [
        "BlackRock investor relations",
        "BlackRock annual report / 10-K",
        "SEC EDGAR company filings",
        "SEC 13F filings",
        "Form ADV adviser search",
        "N-PX proxy voting records",
        "USASpending.gov",
        "OpenSecrets lobbying search"
      ],
      "watch": [
        "AUM movement",
        "ETF flows",
        "top 13F holdings",
        "proxy voting themes",
        "public pension mandates",
        "government or central-bank-adjacent work",
        "Aladdin / technology partnerships",
        "acquisitions and private-market expansion",
        "regulatory actions and lawsuits"
      ],
      "missing": [
        "latest official AUM table",
        "current executive committee list",
        "latest 13F parsed holdings",
        "latest proxy voting dataset",
        "government contract extract",
        "public pension mandate list",
        "lobbying spend summary"
      ]
    },
    {
      "id": "vanguard",
      "name": "Vanguard",
      "ticker": "private",
      "type": "private fund-owned asset manager",
      "aum_watch": "Latest public watch: public reports range around $10T–$12T; verify against Vanguard corporate facts / annual material before quoting.",
      "management": [
        "Salim Ramji — CEO watch route",
        "Greg Davis — president / CIO watch route",
        "Chair, board, stewardship and investment leadership to be refreshed from corporate disclosures"
      ],
      "control_layers": [
        "index funds and ETFs",
        "retirement accounts",
        "mutual fund governance",
        "proxy voting / stewardship",
        "ownership concentration across public companies",
        "fund-owned corporate structure"
      ],
      "contracts": [
        "public pension mandate searches",
        "state retirement plan investment options",
        "SEC adviser records",
        "retirement platform contracts",
        "government procurement searches where applicable"
      ],
      "source_routes": [
        "Vanguard corporate facts",
        "Vanguard fund prospectuses and annual reports",
        "SEC EDGAR fund filings",
        "SEC 13F filings",
        "Form ADV adviser search",
        "N-PX proxy voting records",
        "USASpending.gov",
        "OpenSecrets lobbying search"
      ],
      "watch": [
        "AUM movement",
        "fee changes",
        "fund manager changes",
        "top 13F holdings",
        "proxy voting themes",
        "retirement platform influence",
        "public pension mandates",
        "regulatory actions and lawsuits"
      ],
      "missing": [
        "latest official AUM figure",
        "current board / executive list",
        "latest 13F parsed holdings",
        "latest N-PX voting data",
        "retirement-plan mandate list",
        "lobbying and policy route summary"
      ]
    },
    {
      "id": "state-street",
      "name": "State Street / State Street Investment Management",
      "ticker": "STT",
      "type": "public bank, custodian and asset manager",
      "aum_watch": "Latest public watch: about $5.4T AUM reported for Q3 2025; custody / administration figure must be tracked separately from AUM.",
      "management": [
        "Ron O’Hanley — State Street Corporation CEO watch route",
        "Yie-Hsin Hung — investment management CEO watch route",
        "Board, custody, markets, investment management and stewardship leadership to be refreshed from annual report / proxy statement"
      ],
      "control_layers": [
        "SPDR ETFs",
        "custody and administration",
        "investment management",
        "market services",
        "proxy voting / stewardship",
        "systemically important financial infrastructure"
      ],
      "contracts": [
        "custody mandates",
        "public pension custody / administration contracts",
        "USASpending.gov entity search",
        "state procurement portals",
        "SEC material agreements",
        "central bank / sovereign account references where public"
      ],
      "source_routes": [
        "State Street investor relations",
        "State Street annual report / 10-K",
        "SEC EDGAR company filings",
        "SEC 13F filings",
        "Form ADV adviser search",
        "N-PX proxy voting records",
        "USASpending.gov",
        "state procurement portals",
        "OpenSecrets lobbying search"
      ],
      "watch": [
        "AUM movement",
        "assets under custody / administration",
        "ETF flows",
        "custody mandates",
        "top 13F holdings",
        "proxy voting themes",
        "regulatory actions and lawsuits",
        "systemic-risk designations",
        "public pension custody contracts"
      ],
      "missing": [
        "latest official AUM and AUC/AUA split",
        "current board / executive list",
        "custody mandate table",
        "latest 13F parsed holdings",
        "latest proxy voting data",
        "government contract extract",
        "lobbying summary"
      ]
    }
  ]
}