13F holdings
Cambridge Investment Research Advisors, Inc. portfolio
Managed by . 3,924 reported positions worth $38.8B as of 2026-03-31, filed with the SEC on 2026-04-30. Parsed from the filing itself, not a reseller.
$38.8B
Book value
3,924
Positions
19%
Top 10 weight
+317
New this quarter
-205
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 30 days old on 2026-04-30, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (317)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| HECA | ETF OPPORTUNITIES TRUST HEDGEYE | $42.7M | 1,477,836 | 0.11% |
| SCUS | SCHWAB STRATEGIC | $30.8M | 1,222,562 | 0.08% |
| YNOT | HORIZON FDS DIGITAL | $21.4M | 806,874 | 0.06% |
| BLCR | BLACKROCK ETF TRUST | $14.1M | 344,252 | 0.04% |
| AZN | ASTRAZENECA PLC | $12.9M | 66,149 | 0.03% |
| FID | FIRST TR EXCHANGE TRADED | $8.3M | 394,326 | 0.02% |
| JOYT | J P MORGAN EXCHANGE TRADED | $6.4M | 120,649 | 0.02% |
| PATN | PACER FDS | $6.3M | 221,644 | 0.02% |
| KSA | ISHARES TR MSCI SAUDI | $4.8M | 121,213 | 0.01% |
| ALLW | SSGA ACTIVE TR SST | $4.4M | 150,971 | 0.01% |
| IQMM | PROSHARES | $4.3M | 42,836 | 0.01% |
| EDEN | ISHARES TR MSCI DENMARK | $4.2M | 40,036 | 0.01% |
| SDS | PROSHARES | $3.3M | 43,334 | 0.01% |
| CORO | BLACKROCK ETF TRUST | $3.0M | 94,654 | 0.01% |
| IBTM | ISHARES TR IBONDS | $2.9M | 125,867 | 0.01% |
| PXF | INVESCO EXCH TRADED FD TR II RAFI | $2.5M | 35,527 | 0.01% |
| MZTI | MARZETTI COMPANY | $2.5M | 17,892 | 0.01% |
| LMUB | ISHARES | $2.3M | 46,040 | 0.01% |
| PSCE | INVESCO EXCH TRADED FD TR II | $2.2M | 36,412 | 0.01% |
| BNO | UNITED STS BRENT | $2.0M | 37,643 | 0.01% |
| PNFP | PINNACLE FINL PARTNERS | $1.9M | 21,777 | 0.00% |
| AMCR | AMCOR PLC | $1.8M | 44,138 | 0.00% |
| CSNR | COHEN & STEERS ETF TRUST | $1.7M | 45,889 | 0.00% |
| CALI | BLACKROCK ETF TRUST II | $1.7M | 33,242 | 0.00% |
| GMMF | BLACKROCK ETF TRUST | $1.6M | 16,407 | 0.00% |
Closed out (205)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC SPONSORED | $11.7M | 127,034 | 0.00% |
| XBXMX | NUVEEN | $7.8M | 532,098 | 0.00% |
| LRGG | NOMURA | $4.9M | 166,909 | 0.00% |
| EWQ | ISHARES INC MSCI FRANCE | $4.4M | 97,885 | 0.00% |
| EA SERIES TRUST STRIVE | EA SERIES TRUST STRIVE | $4.0M | 127,768 | 0.00% |
| ESN | NORTHERN LTS FD TR II ESSENTIAL 40 | $3.3M | 194,983 | 0.00% |
| NGDN | NEW | $3.0M | 343,774 | 0.00% |
| EXK | EXACT SCIENCES | $2.8M | 27,703 | 0.00% |
| DYFI | ETF OPPORTUNITIES TRUST | $2.5M | 109,010 | 0.00% |
| POST | POST HLDGS | $2.4M | 24,485 | 0.00% |
| FLEE | FRANKLIN TEMPLETON | $2.0M | 54,635 | 0.00% |
| BNGE | FIRST TR EXCHANGE TRADED FD S NETW | $1.8M | 47,773 | 0.00% |
| DBRG | DIGITALBRIDGE GROUP | $1.8M | 116,346 | 0.00% |
| AMCR | AMCOR | $1.6M | 193,698 | 0.00% |
| CYBR | CYBERARK SOFTWARE | $1.4M | 3,108 | 0.00% |
| DMCY | ADVISORS INNER CIRCLE FD III DEMOC | $1.4M | 44,586 | 0.00% |
| AHLT | AMERICAN BEACON SELECT FUNDS AHL | $1.4M | 52,220 | 0.00% |
| INSP | INSPIRE MED SYS | $1.2M | 12,592 | 0.00% |
| FINX | GLOBAL X FDS | $1.1M | 37,708 | 0.00% |
| CNXT | VANECK ETF TRUST CHINEXT | $1.0M | 23,834 | 0.00% |
| VVX | V2X | $1.0M | 18,774 | 0.00% |
| SAM | BOSTON BEER | $1.0M | 5,223 | 0.00% |
| STXM | EA SERIES TRUST STRIVE | $908,000 | 31,842 | 0.00% |
| 62C | PIPER SANDLER COMPANIES | $889,000 | 2,616 | 0.00% |
| 1RG | REV GROUP | $853,000 | 14,034 | 0.00% |
Added to (1808)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1.2B | 1,935,246 | 2.98% | +2% |
| NVDA | NVIDIA CORPORATION | $989.7M | 5,674,949 | 2.55% | +3% |
| IVV | ISHARES | $785.8M | 1,202,937 | 2.03% | +21% |
| VTI | VANGUARD INDEX FDS | $683.9M | 2,131,861 | 1.76% | +3% |
| MSFT | MICROSOFT | $474.5M | 1,281,790 | 1.22% | +4% |
| CGDV | CAPITAL GROUP | $324.8M | 7,634,516 | 0.84% | +8% |
| GOOGL | ALPHABET | $289.0M | 1,004,911 | 0.74% | +3% |
| BIL | SPDR SERIES TRUST STATE | $242.7M | 2,648,917 | 0.63% | +56% |
| VUG | VANGUARD INDEX FDS | $235.2M | 538,579 | 0.61% | +5% |
| VEA | VANGUARD TAX-MANAGED FDS VAN | $221.8M | 3,462,023 | 0.57% | +11% |
| RDVY | FIRST TR EXCHANGE TRADED FD RISNG | $220.6M | 3,230,196 | 0.57% | +19% |
| AVGO | BROADCOM | $213.8M | 690,788 | 0.55% | +3% |
| VTV | VANGUARD INDEX FDS | $201.9M | 1,028,947 | 0.52% | +9% |
| JPM | JPMORGAN CHASE & | $201.6M | 685,325 | 0.52% | +6% |
| SCHD | SCHWAB STRATEGIC | $200.7M | 6,543,313 | 0.52% | +3% |
Trimmed (1353)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| BBJP | J P MORGAN EXCHANGE TRADED F BETAB | $472,000 | 6,845 | 0.00% | -97% |
| STXG | EA SERIES TRUST STRIVE | $261,000 | 5,573 | 0.00% | -91% |
| EU | ENCORE | $36,000 | 20,195 | 0.00% | -89% |
| SSO | PROSHARES | $752,000 | 14,487 | 0.00% | -89% |
| GFI | GOLD FIELDS LTD SPONSORED | $248,000 | 5,456 | 0.00% | -89% |
| HUSV | FIRST TR EXCH TRADED FD III HORIZO | $2.0M | 53,304 | 0.01% | -88% |
| MOTI | VANECK ETF TRUST MRNGSTR | $252,000 | 7,387 | 0.00% | -83% |
| VIRT | VIRTU | $295,000 | 6,702 | 0.00% | -82% |
| UUP | INVESCO DB US DLR INDEX TR BULLISH | $714,000 | 25,690 | 0.00% | -81% |
| PBYI | PUMA | $80,000 | 12,563 | 0.00% | -79% |
| IBHF | ISHARES TR IBONDS | $6.9M | 301,530 | 0.02% | -79% |
| USD | PROSHARES | $628,000 | 13,107 | 0.00% | -77% |
| USAI | PACER FDS TR AMERICAN | $549,000 | 11,676 | 0.00% | -76% |
| INDA | ISHARES | $1.7M | 36,867 | 0.00% | -76% |
| GRPM | INVESCO EXCHANGE TRADED | $1.2M | 10,184 | 0.00% | -75% |
The book
Largest 150 of 3,924 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1.2B | 1,935,246 | 2.98% | — |
| AAPL | APPLE | $1.1B | 4,385,052 | 2.87% | — |
| NVDA | NVIDIA CORPORATION | $989.7M | 5,674,949 | 2.55% | — |
| IVV | ISHARES | $785.8M | 1,202,937 | 2.03% | — |
| QQQ | INVESCO | $734.3M | 1,272,210 | 1.89% | — |
| VTI | VANGUARD INDEX FDS | $683.9M | 2,131,861 | 1.76% | — |
| AMZN | AMAZON | $509.3M | 2,445,594 | 1.31% | — |
| VXUS | VANGUARD STAR FDS VG TL | $476.6M | 6,180,518 | 1.23% | — |
| MSFT | MICROSOFT | $474.5M | 1,281,790 | 1.22% | — |
| SPY | STATE | $418.6M | 643,723 | 1.08% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $355.5M | 741,877 | 0.92% | — |
| CGDV | CAPITAL GROUP | $324.8M | 7,634,516 | 0.84% | — |
| GOOGL | ALPHABET | $289.0M | 1,004,911 | 0.74% | — |
| GOOG | ALPHABET | $268.8M | 936,893 | 0.69% | — |
| GLD | SPDR | $251.3M | 584,011 | 0.65% | — |
| BIL | SPDR SERIES TRUST STATE | $242.7M | 2,648,917 | 0.63% | — |
| VUG | VANGUARD INDEX FDS | $235.2M | 538,579 | 0.61% | — |
| VEA | VANGUARD TAX-MANAGED FDS VAN | $221.8M | 3,462,023 | 0.57% | — |
| RDVY | FIRST TR EXCHANGE TRADED FD RISNG | $220.6M | 3,230,196 | 0.57% | — |
| AVGO | BROADCOM | $213.8M | 690,788 | 0.55% | — |
| VTV | VANGUARD INDEX FDS | $201.9M | 1,028,947 | 0.52% | — |
| JPM | JPMORGAN CHASE & | $201.6M | 685,325 | 0.52% | — |
| SCHD | SCHWAB STRATEGIC | $200.7M | 6,543,313 | 0.52% | — |
| BND | VANGUARD BD INDEX FDS | $199.4M | 2,707,953 | 0.51% | — |
| COWZ | PACER FDS TR US CASH COWS | $197.3M | 3,154,181 | 0.51% | — |
| META | META PLATFORMS | $193.6M | 338,386 | 0.50% | — |
| EXMOC | EXXON MOBIL | $192.4M | 1,134,033 | 0.50% | — |
| TSLA | TESLA | $184.0M | 494,824 | 0.47% | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $183.9M | 854,916 | 0.47% | — |
| CGGR | CAPITAL GROUP | $183.2M | 4,557,813 | 0.47% | — |
| JPST | J P MORGAN EXCHANGE TRADED | $175.2M | 3,461,245 | 0.45% | — |
| SPYM | SPDR SERIES TRUST STATE | $170.6M | 2,228,576 | 0.44% | — |
| WMT | WALMART | $168.6M | 1,356,955 | 0.43% | — |
| VYM | VANGUARD WHITEHALL FDS | $161.4M | 1,090,112 | 0.42% | — |
| LLY | ELI LILLY & | $159.6M | 173,486 | 0.41% | — |
| PLTR | PALANTIR TECHNOLOGIES | $156.7M | 1,070,893 | 0.40% | — |
| XLK | SELECT SECTOR SPDR TR STATE | $156.1M | 1,174,237 | 0.40% | — |
| CAT | CATERPILLAR | $149.2M | 210,622 | 0.38% | — |
| AGG | ISHARES TR CORE US AGGBD | $145.8M | 1,468,473 | 0.38% | — |
| RSP | INVESCO EXCHANGE TRADED | $145.7M | 758,937 | 0.38% | — |
| BNDX | VANGUARD CHARLOTTE FDS | $144.8M | 3,013,127 | 0.37% | — |
| IEFA | ISHARES | $141.2M | 1,559,760 | 0.36% | — |
| COST | COSTCO WHOLESALE CORPORATION | $138.3M | 138,765 | 0.36% | — |
| IVW | ISHARES | $128.9M | 1,139,627 | 0.33% | — |
| USMV | ISHARES TR MSCI USA MIN | $124.0M | 1,336,870 | 0.32% | — |
| AIRR | FIRST TR EXCHANGE TRADED FD RBA | $121.5M | 1,096,735 | 0.31% | — |
| ABBV | ABBVIE | $120.1M | 552,320 | 0.31% | — |
| CGUS | CAPITAL GROUP | $120.1M | 3,126,028 | 0.31% | — |
| SPMO | INVESCO EXCH TRADED FD TR II | $119.3M | 1,063,931 | 0.31% | — |
| VGT | VANGUARD | $116.8M | 167,353 | 0.30% | — |
| JNJ | JOHNSON & JOHNSON | $116.7M | 477,473 | 0.30% | — |
| V | VISA | $115.9M | 383,307 | 0.30% | — |
| IVE | ISHARES | $114.1M | 540,233 | 0.29% | — |
| CVX | CHEVRON CORPORATION | $112.8M | 545,053 | 0.29% | — |
| CGGO | CAPITAL GROUP | $112.2M | 3,360,867 | 0.29% | — |
| BSV | VANGUARD BD INDEX FDS | $111.3M | 1,419,468 | 0.29% | — |
| BUFR | FIRST TR EXCHNG TRADED FD VI FT VE | $111.1M | 3,289,880 | 0.29% | — |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICA | $109.2M | 3,082,329 | 0.28% | — |
| PG | PROCTER & GAMBLE | $106.9M | 740,096 | 0.28% | — |
| IJR | ISHARES | $106.0M | 852,360 | 0.27% | — |
| JAAA | JANUS DETROIT STR TR HENDRSON AAA | $105.7M | 2,099,166 | 0.27% | — |
| QQQM | INVESCO EXCH TRADED FD TR II | $105.3M | 443,314 | 0.27% | — |
| SPYG | SPDR SERIES TRUST STATE | $104.9M | 1,071,443 | 0.27% | — |
| VB | VANGUARD INDEX FDS | $103.6M | 395,662 | 0.27% | — |
| IWM | ISHARES | $103.0M | 415,225 | 0.27% | — |
| SDVY | FIRST TR EXCHANGE TRADED FD SMID R | $102.4M | 2,597,783 | 0.26% | — |
| JEPI | J P MORGAN EXCHANGE TRADED | $100.8M | 1,778,164 | 0.26% | — |
| IJH | ISHARES | $96.2M | 1,424,309 | 0.25% | — |
| IEF | ISHARES TR 7-10 YR TRSY | $95.7M | 1,002,923 | 0.25% | — |
| IEMG | ISHARES | $94.7M | 1,357,051 | 0.24% | — |
| VO | VANGUARD INDEX FDS | $94.0M | 327,441 | 0.24% | — |
| ITOT | ISHARES | $93.5M | 656,705 | 0.24% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONS | $92.1M | 272,439 | 0.24% | — |
| MINT | PIMCO | $90.8M | 902,383 | 0.23% | — |
| IWY | ISHARES TR RUS TP200 | $89.5M | 359,804 | 0.23% | — |
| AMD | ADVANCED MICRO DEVICES | $89.0M | 437,382 | 0.23% | — |
| QUAL | ISHARES TR MSCI USA QLT | $88.6M | 461,725 | 0.23% | — |
| VXF | VANGUARD INDEX FDS EXTEND | $87.9M | 427,043 | 0.23% | — |
| IWF | ISHARES TR RUS | $86.9M | 203,878 | 0.22% | — |
| PVAL | PUTNAM ETF TRUST | $86.3M | 1,860,587 | 0.22% | — |
| IAU | ISHARES | $84.7M | 960,561 | 0.22% | — |
| SCHG | SCHWAB STRATEGIC TR US LCAP | $84.4M | 2,896,945 | 0.22% | — |
| VCIT | VANGUARD SCOTTSDALE FDS INT-TERM | $82.8M | 1,000,858 | 0.21% | — |
| FTCS | FIRST TR EXCHANGE-TRADED | $82.7M | 891,983 | 0.21% | — |
| TLT | ISHARES | $82.5M | 952,050 | 0.21% | — |
| GSY | INVESCO ACTIVELY MANAGED EXC | $81.7M | 1,630,141 | 0.21% | — |
| BIV | VANGUARD BD INDEX FDS | $81.1M | 1,050,401 | 0.21% | — |
| NFLX | NETFLIX INC. | $80.4M | 836,545 | 0.21% | — |
| HD | HOME DEPOT | $79.9M | 243,045 | 0.21% | — |
| T | AT&T | $79.6M | 2,745,169 | 0.21% | — |
| FBND | FIDELITY MERRIMACK | $79.2M | 1,736,248 | 0.20% | — |
| CGBL | CAPITAL GROUP CORE BALANCED | $79.0M | 2,295,214 | 0.20% | — |
| VZ | VERIZON COMMUNICATIONS | $78.6M | 1,566,220 | 0.20% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $78.5M | 323,805 | 0.20% | — |
| DGRO | ISHARES | $77.6M | 1,106,092 | 0.20% | — |
| XLE | SELECT SECTOR SPDR TR STATE | $77.5M | 1,265,520 | 0.20% | — |
| IXUS | ISHARES | $77.5M | 894,681 | 0.20% | — |
| DYNF | BLACKROCK ETF TRUST | $77.0M | 1,324,046 | 0.20% | — |
| IUSB | ISHARES TR CORE UNIVRSL | $74.9M | 1,621,133 | 0.19% | — |
| SMH | VANECK ETF TRUST SEMICONDUCTR | $74.3M | 193,697 | 0.19% | — |
| BPRE | BLUEROCK PVT REAL ESTATE | $74.2M | 4,465,388 | 0.19% | — |
| TCAF | T ROWE PRICE | $72.9M | 2,048,446 | 0.19% | — |
| MU | MICRON | $72.5M | 214,597 | 0.19% | — |
| SCHX | SCHWAB STRATEGIC | $72.5M | 2,826,364 | 0.19% | — |
| SGOV | ISHARES TR 0-3 | $69.9M | 694,678 | 0.18% | — |
| DLN | WISDOMTREE | $67.3M | 753,581 | 0.17% | — |
| MCD | MCDONALDS | $65.6M | 210,963 | 0.17% | — |
| MOAT | VANECK ETF TRUST MRNGSTR WDE | $63.4M | 656,051 | 0.16% | — |
| KO | COCA | $63.4M | 834,110 | 0.16% | — |
| SPDW | SPDR | $63.4M | 1,387,965 | 0.16% | — |
| FDL | FIRST TR EXCHANGE-TRADED | $63.4M | 1,247,273 | 0.16% | — |
| MA | MASTERCARD INCORPORATED | $61.7M | 123,554 | 0.16% | — |
| VMBS | VANGUARD SCOTTSDALE FDS MTG-BKD | $61.0M | 1,299,989 | 0.16% | — |
| BBUS | J P MORGAN EXCHANGE TRADED F BETAB | $60.9M | 519,423 | 0.16% | — |
| FTSM | FIRST TR EXCHANGE-TRADED FD FIRST | $60.7M | 1,016,212 | 0.16% | — |
| EFV | ISHARES | $60.7M | 817,002 | 0.16% | — |
| FNDX | SCHWAB STRATEGIC TR FUNDAMENTAL | $60.6M | 2,175,364 | 0.16% | — |
| GEV | GE VERNOVA | $60.5M | 69,319 | 0.16% | — |
| IWB | ISHARES TR RUS | $60.1M | 168,512 | 0.15% | — |
| CSCO | CISCO SYS | $59.9M | 771,948 | 0.15% | — |
| RTX | RTX CORPORATION | $59.4M | 307,794 | 0.15% | — |
| SPTM | SPDR SERIES TRUST STATE | $59.3M | 749,923 | 0.15% | — |
| VWO | VANGUARD INTL EQUITY INDEX F FTSE | $58.2M | 1,075,967 | 0.15% | — |
| NEE | NEXTERA | $57.5M | 619,218 | 0.15% | — |
| SLV | ISHARES | $57.2M | 840,102 | 0.15% | — |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $57.0M | 1,587,222 | 0.15% | — |
| CGMU | CAPITAL GRP | $56.9M | 2,096,208 | 0.15% | — |
| SOXX | ISHARES | $56.9M | 173,014 | 0.15% | — |
| FVD | FIRST TR EXCHANGE-TRADED | $56.7M | 1,206,149 | 0.15% | — |
| CRWD | CROWDSTRIKE HLDGS | $56.2M | 144,037 | 0.14% | — |
| MGV | VANGUARD | $55.9M | 385,854 | 0.14% | — |
| GRID | FIRST TR EXCHANGE-TRADED FD NASDQ | $55.6M | 340,004 | 0.14% | — |
| EFA | ISHARES | $54.9M | 565,295 | 0.14% | — |
| JQUA | J P MORGAN EXCHANGE TRADED | $54.7M | 892,652 | 0.14% | — |
| GE | GE | $54.5M | 192,000 | 0.14% | — |
| NEAR | ISHARES | $54.2M | 1,067,084 | 0.14% | — |
| MTUM | ISHARES | $54.1M | 225,408 | 0.14% | — |
| XLF | SELECT SECTOR SPDR TR STATE | $53.9M | 1,092,023 | 0.14% | — |
| FTEC | FIDELITY COVINGTON TRUST | $53.8M | 258,355 | 0.14% | — |
| PEP | PEPSICO | $53.5M | 344,198 | 0.14% | — |
| BOXX | EA SERIES TRUST ALPHA ARC | $53.4M | 459,235 | 0.14% | — |
| CGCP | CAPITAL GRP | $52.6M | 2,355,079 | 0.14% | — |
| LMT | LOCKHEED MARTIN | $51.8M | 85,742 | 0.13% | — |
| VGIT | VANGUARD SCOTTSDALE FDS | $51.1M | 858,113 | 0.13% | — |
| IWR | ISHARES TR RUS | $50.5M | 519,587 | 0.13% | — |
| MO | ALTRIA GROUP | $50.5M | 765,515 | 0.13% | — |
| AKRE | PROFESIONALLY MANAGED PORTFO AKRE | $50.4M | 954,005 | 0.13% | — |
| PFE | PFIZER | $50.3M | 1,792,017 | 0.13% | — |
| PYLD | PIMCO | $50.0M | 1,907,116 | 0.13% | — |
| XLU | SELECT SECTOR SPDR TR STATE | $49.6M | 1,080,172 | 0.13% | — |
This table is the 150 largest positions by value, out of 3,924 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by Cambridge Investment Research Advisors, Inc. (CIK 1419186, accession 0001419186-26-000003). Every other 13F site is reading the same file.
One quirk worth naming: this manager still reports position values in thousands, although Form 13F has required whole dollars since 2023. We detect that by comparing this filing’s implied price per share against what every other manager holding the same securities reported for them this quarter — and multiply by 1,000. Figures on this page are therefore 1,000x the numbers you will read in the document itself.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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