13F holdings
Gradient Investments LLC portfolio
Managed by . 420 reported positions worth $6.5B as of 2026-03-31, filed with the SEC on 2026-04-13. Parsed from the filing itself, not a reseller.
$6.5B
Book value
420
Positions
23%
Top 10 weight
+93
New this quarter
-16
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 13 days old on 2026-04-13, 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 (93)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $20.7M | 104,776 | 0.32% |
| MLPI | NEOS ETF TRUST | $12.1M | 214,226 | 0.19% |
| EQNR | EQUINOR ASA | $7.8M | 184,149 | 0.12% |
| SBS | COMPANHIA DE SANEAMENTO BASI | $5.7M | 188,255 | 0.09% |
| SKM | SK TELECOM CO LTD | $5.5M | 188,781 | 0.09% |
| VOD | VODAFONE GROUP PLC | $5.3M | 354,523 | 0.08% |
| AER | AERCAP HOLDINGS NV | $5.1M | 37,497 | 0.08% |
| KB | KB FINL GROUP INC | $5.0M | 50,073 | 0.08% |
| IHG | INTERCONTINENTAL HOTELS GROU | $5.0M | 37,404 | 0.08% |
| LYG | LLOYDS BANKING GROUP PLC | $4.9M | 980,602 | 0.08% |
| NWG | NATWEST GROUP PLC | $4.9M | 330,819 | 0.08% |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $4.8M | 285,564 | 0.08% |
| ING | ING GROEP N.V. | $4.7M | 181,536 | 0.07% |
| IX | ORIX CORP | $4.7M | 157,454 | 0.07% |
| NMR | NOMURA HLDGS INC | $4.7M | 594,862 | 0.07% |
| AMCR | AMCOR PLC | $4.5M | 114,400 | 0.07% |
| BCS | BARCLAYS PLC | $4.5M | 214,859 | 0.07% |
| EMBJ | EMBRAER S.A. | $4.5M | 76,546 | 0.07% |
| DB | DEUTSCHE BK AG | $4.5M | 149,459 | 0.07% |
| MFG | MIZUHO FINANCIAL GROUP INC | $4.5M | 560,535 | 0.07% |
| UL | UNILEVER PLC | $4.4M | 76,404 | 0.07% |
| BABA | ALIBABA GROUP HLDG LTD | $4.3M | 33,937 | 0.07% |
| RJF | RAYMOND JAMES FINL INC | $3.6M | 24,951 | 0.06% |
| PNFP | PINNACLE FINL PARTNERS INC | $3.6M | 41,820 | 0.06% |
| HUM | HUMANA INC | $3.4M | 19,520 | 0.05% |
Closed out (16)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| SIVR | ABRDN SILVER ETF TRUST | $31.3M | 462,030 | 0.00% |
| AZNN | ASTRAZENECA PLC | $17.0M | 184,445 | 0.00% |
| MORT | VANECK ETF TRUST | $7.4M | 706,782 | 0.00% |
| RYAAY | RYANAIR HOLDINGS PLC | $2.2M | 30,668 | 0.00% |
| TM | TOYOTA MOTOR CORP | $1.9M | 8,812 | 0.00% |
| TTE | TOTALENERGIES SE | $1.9M | 28,666 | 0.00% |
| SNY | SANOFI SA | $1.7M | 34,816 | 0.00% |
| AMCR | AMCOR PLC | $1.6M | 196,775 | 0.00% |
| RELX | RELX PLC | $1.5M | 37,473 | 0.00% |
| MA | MASTERCARD INCORPORATED | $339,103 | 594 | 0.00% |
| ULST | SSGA ACTIVE ETF TR | $322,096 | 7,952 | 0.00% |
| CRM | SALESFORCE INC | $255,903 | 966 | 0.00% |
| QLD | PROSHARES TR | $234,324 | 3,328 | 0.00% |
| CEG | CONSTELLATION ENERGY CORP | $205,603 | 582 | 0.00% |
| VBK | VANGUARD INDEX FDS | $200,299 | 663 | 0.00% |
| MBS | ANGEL OAK FUNDS TRUST | $97,081 | 11,101 | 0.00% |
Added to (157)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $321.3M | 4,198,437 | 4.98% | +4% |
| DMBS | DOUBLELINE ETF TRUST | $151.6M | 3,070,452 | 2.35% | +16% |
| GLDM | WORLD GOLD TR | $150.9M | 1,628,261 | 2.34% | +48% |
| AMZN | AMAZON COM INC | $128.4M | 616,689 | 1.99% | +1% |
| AVDE | AMERICAN CENTY ETF TR | $120.0M | 1,414,786 | 1.86% | +4% |
| MSFT | MICROSOFT CORP | $118.3M | 319,595 | 1.83% | +7% |
| JMBS | JANUS DETROIT STR TR | $106.0M | 2,346,915 | 1.64% | +5% |
| SPDW | SPDR INDEX SHS FDS | $103.4M | 2,265,319 | 1.60% | +4% |
| SEPU | AIM ETF PRODUCTS TRUST | $94.3M | 3,368,931 | 1.46% | +4% |
| AVEM | AMERICAN CENTY ETF TR | $92.1M | 1,143,476 | 1.43% | +3% |
| RECS | COLUMBIA ETF TR I | $90.4M | 2,320,319 | 1.40% | +5% |
| XFIV | BONDBLOXX ETF TRUST | $73.4M | 1,493,253 | 1.14% | +18% |
| JAAA | JANUS DETROIT STR TR | $70.9M | 1,407,337 | 1.10% | +12% |
| QQQM | INVESCO EXCH TRADED FD TR II | $66.3M | 279,062 | 1.03% | +6% |
| IETC | ISHARES U S ETF TR | $64.0M | 724,457 | 0.99% | +8% |
Trimmed (121)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| XBJL | INNOVATOR ETFS TRUST | $317,367 | 8,348 | 0.00% | -99% |
| TJUL | INNOVATOR ETFS TRUST | $229,784 | 7,826 | 0.00% | -99% |
| HELO | J P MORGAN EXCHANGE TRADED F | $261,842 | 4,097 | 0.00% | -98% |
| PFE | PFIZER INC | $330,931 | 11,785 | 0.01% | -90% |
| SLB | SLB LIMITED | $929,183 | 18,081 | 0.01% | -80% |
| QUAL | ISHARES TR | $203,532 | 1,061 | 0.00% | -46% |
| SPYI | NEOS ETF TRUST | $51.2M | 1,036,407 | 0.79% | -42% |
| HYD | VANECK ETF TRUST | $312,222 | 6,227 | 0.00% | -40% |
| ITM | VANECK ETF TRUST | $624,205 | 13,444 | 0.01% | -34% |
| MUNI | PIMCO ETF TR | $468,927 | 8,985 | 0.01% | -34% |
| TFI | SPDR SERIES TRUST | $1.4M | 31,392 | 0.02% | -34% |
| SMMU | PIMCO ETF TR | $292,660 | 5,801 | 0.00% | -33% |
| XLY | SELECT SECTOR SPDR TR | $206,408 | 1,894 | 0.00% | -26% |
| VZ | VERIZON COMMUNICATIONS INC | $222,706 | 4,436 | 0.00% | -25% |
| CAIE | CALAMOS ETF TR | $7.8M | 309,408 | 0.12% | -24% |
The book
Largest 150 of 420 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $321.3M | 4,198,437 | 4.98% | — |
| DMBS | DOUBLELINE ETF TRUST | $151.6M | 3,070,452 | 2.35% | — |
| GLDM | WORLD GOLD TR | $150.9M | 1,628,261 | 2.34% | — |
| NVDA | NVIDIA CORPORATION | $129.3M | 741,546 | 2.00% | — |
| AMZN | AMAZON COM INC | $128.4M | 616,689 | 1.99% | — |
| AAPL | APPLE INC | $125.2M | 493,268 | 1.94% | — |
| AVDE | AMERICAN CENTY ETF TR | $120.0M | 1,414,786 | 1.86% | — |
| MSFT | MICROSOFT CORP | $118.3M | 319,595 | 1.83% | — |
| JMBS | JANUS DETROIT STR TR | $106.0M | 2,346,915 | 1.64% | — |
| GOOG | ALPHABET INC | $105.1M | 366,358 | 1.63% | — |
| SPDW | SPDR INDEX SHS FDS | $103.4M | 2,265,319 | 1.60% | — |
| SPAB | SPDR SERIES TRUST | $94.8M | 3,699,377 | 1.47% | — |
| SEPU | AIM ETF PRODUCTS TRUST | $94.3M | 3,368,931 | 1.46% | — |
| AVEM | AMERICAN CENTY ETF TR | $92.1M | 1,143,476 | 1.43% | — |
| RECS | COLUMBIA ETF TR I | $90.4M | 2,320,319 | 1.40% | — |
| META | META PLATFORMS INC | $80.8M | 141,275 | 1.25% | — |
| XFIV | BONDBLOXX ETF TRUST | $73.4M | 1,493,253 | 1.14% | — |
| JAAA | JANUS DETROIT STR TR | $70.9M | 1,407,337 | 1.10% | — |
| QQQM | INVESCO EXCH TRADED FD TR II | $66.3M | 279,062 | 1.03% | — |
| IETC | ISHARES U S ETF TR | $64.0M | 724,457 | 0.99% | — |
| CVX | CHEVRON CORPORATION | $63.8M | 308,434 | 0.99% | — |
| DABS | DOUBLELINE ETF TRUST | $63.0M | 1,241,253 | 0.98% | — |
| GS | GOLDMAN SACHS GROUP INC | $59.3M | 70,105 | 0.92% | — |
| AVGO | BROADCOM INC | $58.4M | 188,817 | 0.91% | — |
| JPM | JPMORGAN CHASE & CO | $56.9M | 193,602 | 0.88% | — |
| PRFD | PIMCO ETF TR | $56.9M | 1,122,533 | 0.88% | — |
| BBBS | BONDBLOXX ETF TRUST | $56.5M | 1,104,568 | 0.88% | — |
| GSY | INVESCO ACTIVELY MANAGED EXC | $55.1M | 1,100,074 | 0.85% | — |
| UYLD | ANGEL OAK FUNDS TRUST | $55.0M | 1,077,672 | 0.85% | — |
| MS | MORGAN STANLEY | $53.9M | 327,515 | 0.84% | — |
| TGT | TARGET CORP | $51.7M | 426,200 | 0.80% | — |
| SPYI | NEOS ETF TRUST | $51.2M | 1,036,407 | 0.79% | — |
| FEBT | AIM ETF PRODUCTS TRUST | $51.0M | 1,362,693 | 0.79% | — |
| XSVN | BONDBLOXX ETF TRUST | $50.9M | 1,066,490 | 0.79% | — |
| WMT | WALMART INC | $47.6M | 383,098 | 0.74% | — |
| XTRE | BONDBLOXX ETF TRUST | $45.3M | 915,397 | 0.70% | — |
| XLF | SELECT SECTOR SPDR TR | $45.2M | 915,406 | 0.70% | — |
| INNOVATOR ETFS TRUST | INNOVATOR ETFS TRUST | $44.2M | 1,559,534 | 0.68% | — |
| KO | COCA COLA CO | $42.9M | 563,727 | 0.66% | — |
| BIL | SPDR SERIES TRUST | $41.5M | 453,084 | 0.64% | — |
| MDT | MEDTRONIC PLC | $41.4M | 478,004 | 0.64% | — |
| UNH | UNITEDHEALTH GROUP INC | $41.1M | 151,888 | 0.64% | — |
| IGIB | ISHARES TR | $40.4M | 758,240 | 0.63% | — |
| AVUS | AMERICAN CENTY ETF TR | $39.8M | 357,756 | 0.62% | — |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $39.6M | 662,925 | 0.61% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $39.6M | 82,569 | 0.61% | — |
| ETN | EATON CORP PLC | $39.5M | 110,546 | 0.61% | — |
| XTEN | BONDBLOXX ETF TRUST | $39.4M | 858,750 | 0.61% | — |
| PCMM | BONDBLOXX ETF TRUST | $39.0M | 792,708 | 0.60% | — |
| MCD | MCDONALDS CORP | $38.9M | 125,195 | 0.60% | — |
| DDTL | INNOVATOR ETFS TRUST | $38.6M | 1,866,754 | 0.60% | — |
| SPTI | SPDR SERIES TRUST | $38.6M | 1,345,325 | 0.60% | — |
| MUB | ISHARES TR | $38.5M | 362,236 | 0.60% | — |
| V | VISA INC | $37.9M | 125,524 | 0.59% | — |
| ABT | ABBOTT LABORATORIES | $37.2M | 362,674 | 0.58% | — |
| IVV | ISHARES TR | $36.7M | 56,204 | 0.57% | — |
| PG | PROCTER & GAMBLE CO | $36.1M | 250,266 | 0.56% | — |
| NAUG | INNOVATOR ETFS TRUST | $35.9M | 1,239,641 | 0.56% | — |
| JNJ | JOHNSON & JOHNSON | $34.0M | 139,094 | 0.53% | — |
| BAC | BANK AMERICA CORP | $33.9M | 695,981 | 0.53% | — |
| COP | CONOCOPHILLIPS | $33.6M | 254,511 | 0.52% | — |
| LOW | LOWES COS INC | $33.5M | 141,600 | 0.52% | — |
| NFLX | NETFLIX INC. | $32.6M | 339,021 | 0.50% | — |
| BTCO | INVESCO GALAXY BITCOIN ETF | $31.5M | 466,647 | 0.49% | — |
| LRCX | LAM RESEARCH CORP | $30.7M | 143,796 | 0.48% | — |
| SMOT | VANECK ETF TRUST | $30.6M | 870,035 | 0.47% | — |
| PANW | PALO ALTO NETWORKS INC | $28.8M | 179,381 | 0.45% | — |
| PWR | QUANTA SVCS INC | $27.7M | 50,386 | 0.43% | — |
| SBUX | STARBUCKS CORP | $27.7M | 308,701 | 0.43% | — |
| URI | UNITED RENTALS INC | $26.7M | 36,648 | 0.41% | — |
| JULT | AIM ETF PRODUCTS TRUST | $25.9M | 589,481 | 0.40% | — |
| BLOK | AMPLIFY ETF TR | $25.8M | 518,649 | 0.40% | — |
| ISEP | INNOVATOR ETFS TRUST | $25.8M | 787,334 | 0.40% | — |
| APH | AMPHENOL CORP | $25.6M | 202,831 | 0.40% | — |
| CSHI | NEOS ETF TRUST | $25.4M | 510,390 | 0.39% | — |
| COST | COSTCO WHOLESALE CORPORATION | $25.2M | 25,309 | 0.39% | — |
| CRPT | FIRST TR EXCHNG TRADED FD VI | $25.2M | 2,163,146 | 0.39% | — |
| ARKW | ARK ETF TR | $24.7M | 204,809 | 0.38% | — |
| ECL | ECOLAB INC | $24.7M | 92,857 | 0.38% | — |
| MLM | MARTIN MARIETTA MATLS INC | $24.6M | 41,787 | 0.38% | — |
| BKR | BAKER HUGHES COMPANY | $24.0M | 392,608 | 0.37% | — |
| CSNR | COHEN & STEERS ETF TRUST | $23.8M | 633,014 | 0.37% | — |
| EXMOC | EXXON MOBIL CORP | $23.7M | 139,729 | 0.37% | — |
| WCN | WASTE CONNECTIONS INC | $23.5M | 144,870 | 0.36% | — |
| NEE | NEXTERA ENERGY INC | $23.0M | 247,516 | 0.36% | — |
| CHAT | TIDAL TRUST II | $22.8M | 368,250 | 0.35% | — |
| MLPA | GLOBAL X FDS | $22.7M | 421,801 | 0.35% | — |
| PRIV | SSGA ACTIVE TR | $22.6M | 895,318 | 0.35% | — |
| EQIX | EQUINIX INC | $22.2M | 22,639 | 0.34% | — |
| LYB | LYONDELLBASELL INDUSTRIES NV | $21.9M | 271,483 | 0.34% | — |
| EXR | EXTRA SPACE STORAGE INC | $21.4M | 162,817 | 0.33% | — |
| GOOGL | ALPHABET INC | $21.2M | 73,882 | 0.33% | — |
| SPTL | SPDR SERIES TRUST | $21.1M | 800,461 | 0.33% | — |
| QTUM | ETF SER SOLUTIONS | $20.8M | 194,197 | 0.32% | — |
| AZN | ASTRAZENECA PLC | $20.7M | 104,776 | 0.32% | — |
| TJX | TJX COS INC NEW | $20.6M | 129,288 | 0.32% | — |
| TOLZ | PROSHARES TR | $20.4M | 340,717 | 0.32% | — |
| DXCM | DEXCOM INC | $20.0M | 319,259 | 0.31% | — |
| LOUP | INNOVATOR ETFS TRUST | $19.8M | 288,216 | 0.31% | — |
| PYPL | PAYPAL HLDGS INC | $19.4M | 429,427 | 0.30% | — |
| NOW | SERVICENOW INC | $19.4M | 185,493 | 0.30% | — |
| ASML | ASML HLDG NV | $19.3M | 14,621 | 0.30% | — |
| KEY | KEYCORP | $19.1M | 950,316 | 0.30% | — |
| EOG | EOG RES INC | $19.0M | 131,696 | 0.29% | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $18.6M | 41,736 | 0.29% | — |
| EIX | EDISON INTL | $18.5M | 252,605 | 0.29% | — |
| SPTS | SPDR SERIES TRUST | $18.0M | 617,404 | 0.28% | — |
| LLY | ELI LILLY & CO | $18.0M | 19,585 | 0.28% | — |
| DCRE | DOUBLELINE ETF TRUST | $17.8M | 342,918 | 0.28% | — |
| CTAS | CINTAS CORP | $17.6M | 104,115 | 0.27% | — |
| BBUS | J P MORGAN EXCHANGE TRADED F | $17.3M | 147,238 | 0.27% | — |
| C | CITIGROUP INC | $17.2M | 151,725 | 0.27% | — |
| LUV | SOUTHWEST AIRLS CO | $17.0M | 452,466 | 0.26% | — |
| ROK | ROCKWELL AUTOMATION INC | $16.9M | 47,192 | 0.26% | — |
| ISRG | INTUITIVE SURGICAL INC | $16.9M | 36,652 | 0.26% | — |
| SNPS | SYNOPSYS INC | $16.7M | 42,190 | 0.26% | — |
| KMI | KINDER MORGAN INC DEL | $16.6M | 494,726 | 0.26% | — |
| PALL | ABRDN PALLADIUM ETF TRUST | $16.2M | 120,330 | 0.25% | — |
| BSX | BOSTON SCIENTIFIC CORP | $16.1M | 257,268 | 0.25% | — |
| HII | HUNTINGTON INGALLS INDS INC | $16.1M | 42,347 | 0.25% | — |
| ABBV | ABBVIE INC | $16.1M | 73,927 | 0.25% | — |
| AEP | AMERICAN ELEC PWR CO INC | $15.8M | 120,253 | 0.24% | — |
| AMGN | AMGEN INC | $15.7M | 44,623 | 0.24% | — |
| ITW | ILLINOIS TOOL WKS INC | $15.7M | 60,187 | 0.24% | — |
| MO | ALTRIA GROUP INC | $15.3M | 231,353 | 0.24% | — |
| PODD | INSULET CORP | $15.2M | 72,658 | 0.24% | — |
| RTX | RTX CORPORATION | $15.0M | 77,732 | 0.23% | — |
| TXN | TEXAS INSTRS INC | $14.8M | 76,187 | 0.23% | — |
| MHO | M/I HOMES INC | $14.7M | 120,016 | 0.23% | — |
| CSCO | CISCO SYS INC | $14.4M | 186,046 | 0.22% | — |
| FLEXTRONICS INTL LTD | FLEXTRONICS INTL LTD | $14.4M | 220,241 | 0.22% | — |
| ALL | ALLSTATE CORP | $14.4M | 69,380 | 0.22% | — |
| USB | US BANCORP | $14.3M | 274,647 | 0.22% | — |
| CLOI | VANECK ETF TRUST | $14.1M | 268,297 | 0.22% | — |
| IGSB | ISHARES TR | $13.9M | 265,063 | 0.22% | — |
| JMST | J P MORGAN EXCHANGE TRADED F | $13.9M | 272,448 | 0.22% | — |
| WFC | WELLS FARGO & CO | $13.7M | 172,589 | 0.21% | — |
| UPS | UNITED PARCEL SVCS INC | $13.4M | 135,704 | 0.21% | — |
| KAUG | INNOVATOR ETFS TRUST | $13.2M | 490,718 | 0.20% | — |
| EAPR | INNOVATOR ETFS TRUST | $13.0M | 435,894 | 0.20% | — |
| KHC | KRAFT HEINZ CO | $12.9M | 575,240 | 0.20% | — |
| HD | HOME DEPOT INC | $12.9M | 39,128 | 0.20% | — |
| PRU | PRUDENTIAL FINL INC | $12.7M | 129,799 | 0.20% | — |
| SJM | SMUCKER J M CO | $12.6M | 130,649 | 0.20% | — |
| KLAC | KLA CORP | $12.5M | 8,477 | 0.19% | — |
| JEF | JEFFERIES FINANCIAL GROUP IN | $12.4M | 301,441 | 0.19% | — |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $12.2M | 263,716 | 0.19% | — |
| MLPI | NEOS ETF TRUST | $12.1M | 214,226 | 0.19% | — |
| HODL | VANECK BITCOIN ETF | $12.0M | 624,768 | 0.19% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $11.7M | 48,105 | 0.18% | — |
This table is the 150 largest positions by value, out of 420 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 Gradient Investments LLC (CIK 1542265, accession 0001542265-26-000003). Every other 13F site is reading the same file.
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.
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