13F holdings
Janney Montgomery Scott LLC portfolio
Managed by . 2,740 reported positions worth $40.4B as of 2026-03-31, filed with the SEC on 2026-04-22. Parsed from the filing itself, not a reseller.
$40.4B
Book value
2,740
Positions
17%
Top 10 weight
+214
New this quarter
-383
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 22 days old on 2026-04-22, 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 (214)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| BLCR | ISHS LGCP CORE ACTV ETF | $73.3M | 1,786,263 | 0.18% |
| AZN | ASTRAZENECA PLC | $31.7M | 160,926 | 0.08% |
| XAGG | EV INC OPPTYS ETF | $27.3M | 549,879 | 0.07% |
| TBLL | INV SHORT TERM TREAS ETF | $15.0M | 142,517 | 0.04% |
| AMCR | AMCOR PLC | $12.6M | 318,206 | 0.03% |
| BUFY | FT LAD INTL MOD BUF ETF | $9.7M | 434,658 | 0.02% |
| CPNG | COUPANG INC A | $9.5M | 502,649 | 0.02% |
| XTEN | BONDBLX 10M TGT TRSY ETF | $9.1M | 198,672 | 0.02% |
| MDLN | MEDLINE INC A | $7.3M | 164,957 | 0.02% |
| PDD | PDD HLDGS INC ADR | $6.8M | 66,375 | 0.02% |
| SEDG | SOLAREDGE TECHS INC | $6.0M | 117,822 | 0.01% |
| BSCY | INV BUL/2034 CORP ETF | $5.4M | 259,076 | 0.01% |
| VPLS | VNGRD CORE PLUS BD ETF | $5.1M | 65,808 | 0.01% |
| BWX | SPDR BLMBERG INTL BD ETF | $4.3M | 197,604 | 0.01% |
| FLSP | FRKLN SYS STYLE PREM ETF | $4.2M | 154,346 | 0.01% |
| GDEC | FT US EQ MOD BUF DEC ETF | $4.0M | 109,046 | 0.01% |
| PNFP | PINNACLE FINL PARTNERS | $3.7M | 42,948 | 0.01% |
| SLYV | ST STR SPDR SP 600 ETF | $3.1M | 33,199 | 0.01% |
| BCI | ABRDN A/CMDTY K1 FR ETF | $3.0M | 123,239 | 0.01% |
| AMG | AFFILIATED MGRS GRP INC | $3.0M | 10,778 | 0.01% |
| SMB | VANECK SHRT MUN ETF | $2.5M | 145,836 | 0.01% |
| IPI | INTREPID POTASH INC NEW | $2.5M | 58,085 | 0.01% |
| GLOW | VICTORY WSTND GLB EQ ETF | $2.3M | 77,621 | 0.01% |
| SMCO | HILTON SMID OPPTY ETF | $2.1M | 78,019 | 0.01% |
| IHAK | ISHS CYBERSEC TECH ETF | $2.1M | 47,739 | 0.01% |
Closed out (383)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| SPY | SPDR SP 500 ETF | $466.0M | 683,338 | 0.00% |
| BBUS | JPM BETABLDRS U S EQ ETF | $417.0M | 3,382,109 | 0.00% |
| GOOG | ALPHABET INC C | $413.6M | 1,317,883 | 0.00% |
| IWF | ISHS RUSS 1000 GRW ETF | $368.3M | 778,101 | 0.00% |
| XLY | ST STR CONS DIS SEL ETF | $180.6M | 1,512,057 | 0.00% |
| VCSH | VNGRD SHRT TRM CORP ETF | $167.5M | 2,100,506 | 0.00% |
| ETN | EATON CORP PLC | $142.2M | 446,566 | 0.00% |
| PEP | PEPSICO INC | $130.4M | 908,533 | 0.00% |
| JAVA | JPM ACTIVE VAL ETF | $114.0M | 1,589,943 | 0.00% |
| GS | GOLDMAN SACHS GROUP INC | $103.3M | 117,535 | 0.00% |
| UBER | UBER TECHNOLOGIES INC | $90.3M | 1,105,010 | 0.00% |
| DIVO | AMP CWP ENH DIV INCM ETF | $88.0M | 1,977,538 | 0.00% |
| PM | PHILIP MORRIS INTL INC | $84.9M | 529,464 | 0.00% |
| DUK | DUKE ENERGY CORP | $80.3M | 685,014 | 0.00% |
| IJH | ISHS CORE SP MDCP ETF | $80.3M | 1,216,160 | 0.00% |
| JAAA | JANUS AAA CLO ETF | $77.4M | 1,529,745 | 0.00% |
| JEPQ | JPM NSDQ EQ PREM INC ETF | $65.1M | 1,119,736 | 0.00% |
| WMB | WILLIAMS COS INC DEL | $59.6M | 991,833 | 0.00% |
| PFF | ISHS PFD INCM SECS ETF | $54.1M | 1,747,061 | 0.00% |
| IEUR | ISHS CORE MSCI EUR ETF | $53.8M | 757,842 | 0.00% |
| MGK | VNGRD MEGA CAP GRWTH ETF | $51.2M | 124,032 | 0.00% |
| SHW | SHERWIN WILLIAMS CO | $47.2M | 145,738 | 0.00% |
| IYW | ISHS US TECH ETF | $40.6M | 203,191 | 0.00% |
| TEL | TE CONNECTIVITY PLC | $39.0M | 171,629 | 0.00% |
| FTCS | FT CAP STRENGTH ETF | $38.7M | 418,008 | 0.00% |
Added to (1283)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.2B | 4,792,927 | 3.01% | +2% |
| IVV | ISHS CORE SP 500 ETF | $922.9M | 1,412,900 | 2.28% | +11% |
| MSFT | MICROSOFT CORP | $828.6M | 2,238,486 | 2.05% | +6% |
| XLK | ST STR TECH SEL SPDR ETF | $628.3M | 4,727,854 | 1.56% | +6% |
| AMZN | AMAZONCOM INC | $572.7M | 2,749,966 | 1.42% | +3% |
| AVGO | BROADCOM INC | $549.3M | 1,774,688 | 1.36% | +7% |
| JPM | JPMORGAN CHASE CO | $523.1M | 1,778,198 | 1.29% | +5% |
| QQQ | INV QQQ ETF | $491.0M | 850,685 | 1.22% | +1% |
| XLC | ST STR COMMN SVC SEL ETF | $411.4M | 3,711,386 | 1.02% | +11% |
| IUSB | ISHS CORE UNVL USD ETF | $356.3M | 7,713,487 | 0.88% | +9% |
| JNJ | JOHNSON JOHNSON | $333.9M | 1,366,010 | 0.83% | +6% |
| META | META PLATFORMS INC A | $315.0M | 550,613 | 0.78% | +3% |
| WMT | WALMART INC | $300.3M | 2,416,580 | 0.74% | +3% |
| VYM | VNGRD HIGH DIV YLD ETF | $288.8M | 1,949,873 | 0.71% | +2% |
| IVW | ISHS SP 500 GRWTH ETF | $273.3M | 2,416,574 | 0.68% | +10% |
Trimmed (897)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| PFI | INV DW FINL MOMNTM ETF | $233,000 | 4,372 | 0.00% | -95% |
| IGEB | ISHS INVT GRADE SYST ETF | $1.5M | 32,295 | 0.00% | -94% |
| EMB | ISHS JPM USD E/MKTS ETF | $1.7M | 17,959 | 0.00% | -93% |
| OEF | ISHS SP 100 ETF | $14.0M | 44,088 | 0.03% | -92% |
| KQQQ | KURV TECH TITANS SEL ETF | $207,000 | 8,584 | 0.00% | -90% |
| BBAI | BIGBEAR AI HOLDINGS INC | $70,000 | 19,820 | 0.00% | -90% |
| USAR | USA RARE EARTH INC | $205,000 | 13,575 | 0.00% | -90% |
| GNOV | FT US EQ MOD BUF NOV ETF | $895,000 | 22,991 | 0.00% | -86% |
| CRMD | CORMEDIX INC NEW | $115,000 | 16,998 | 0.00% | -84% |
| GJUN | FT US EQ MOD BUF JUN ETF | $569,000 | 14,443 | 0.00% | -81% |
| VAL | VALARIS LTD | $237,000 | 2,420 | 0.00% | -81% |
| AOK | ISHS CORE 30/70 CONS ETF | $200,000 | 5,025 | 0.00% | -81% |
| FAD | FT MULCP GRW ALPHADX ETF | $307,000 | 1,934 | 0.00% | -80% |
| ACWI | ISHS MSCI ACWI ETF | $1.9M | 13,904 | 0.00% | -79% |
| JPEF | JPM EQUITY FOCUS ETF | $3.7M | 51,549 | 0.01% | -79% |
The book
Largest 150 of 2,740 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.2B | 4,792,927 | 3.01% | — |
| IVV | ISHS CORE SP 500 ETF | $922.9M | 1,412,900 | 2.28% | — |
| MSFT | MICROSOFT CORP | $828.6M | 2,238,486 | 2.05% | — |
| NVDA | NVIDIA CORP | $780.9M | 4,477,669 | 1.93% | — |
| XLK | ST STR TECH SEL SPDR ETF | $628.3M | 4,727,854 | 1.56% | — |
| AMZN | AMAZONCOM INC | $572.7M | 2,749,966 | 1.42% | — |
| AVGO | BROADCOM INC | $549.3M | 1,774,688 | 1.36% | — |
| JPM | JPMORGAN CHASE CO | $523.1M | 1,778,198 | 1.29% | — |
| GOOGL | ALPHABET INC A | $511.7M | 1,779,495 | 1.27% | — |
| QQQ | INV QQQ ETF | $491.0M | 850,685 | 1.22% | — |
| XLF | ST STR FINL SEL SCTR ETF | $456.9M | 9,254,845 | 1.13% | — |
| XLC | ST STR COMMN SVC SEL ETF | $411.4M | 3,711,386 | 1.02% | — |
| IUSB | ISHS CORE UNVL USD ETF | $356.3M | 7,713,487 | 0.88% | — |
| XLV | ST STR H/C SEL SCTR ETF | $346.2M | 2,361,183 | 0.86% | — |
| JNJ | JOHNSON JOHNSON | $333.9M | 1,366,010 | 0.83% | — |
| META | META PLATFORMS INC A | $315.0M | 550,613 | 0.78% | — |
| VEU | VNGRD FTSE ALL WORLD ETF | $301.8M | 4,019,221 | 0.75% | — |
| WMT | WALMART INC | $300.3M | 2,416,580 | 0.74% | — |
| VYM | VNGRD HIGH DIV YLD ETF | $288.8M | 1,949,873 | 0.71% | — |
| IVE | ISHS SP 500 VALUE ETF | $284.9M | 1,349,230 | 0.71% | — |
| IVW | ISHS SP 500 GRWTH ETF | $273.3M | 2,416,574 | 0.68% | — |
| ABBV | ABBVIE INC | $262.6M | 1,207,278 | 0.65% | — |
| LLY | ELI LILLY CO | $262.4M | 285,246 | 0.65% | — |
| EXMOC | EXXON MOBIL CORP | $261.2M | 1,539,743 | 0.65% | — |
| CVX | CHEVRON CORP | $258.9M | 1,251,102 | 0.64% | — |
| XLP | ST STR CONS STAPLES ETF | $257.3M | 3,138,094 | 0.64% | — |
| BRK/B | BERKSHIRE HATHAWAY INC B | $253.3M | 528,679 | 0.63% | — |
| IEMG | ISHS CORE MSCI E/MKT ETF | $251.5M | 3,605,987 | 0.62% | — |
| V | VISA INC CL A | $250.2M | 827,943 | 0.62% | — |
| DYNF | ISHS US EQ FCTR ROTN ETF | $245.5M | 4,219,236 | 0.61% | — |
| VOO | VNGRD SP 500 ETF | $231.0M | 386,585 | 0.57% | — |
| VEA | VNGRD FTSE DEV MKTS ETF | $221.7M | 3,460,078 | 0.55% | — |
| IEI | ISHS 37Y TRSY BD ETF | $218.8M | 1,844,787 | 0.54% | — |
| IEFA | ISHS CORE MSCI EAFE ETF | $214.2M | 2,365,635 | 0.53% | — |
| CAT | CATERPILLAR INC | $205.0M | 289,401 | 0.51% | — |
| MRK | MERCK COMPANY INC | $202.0M | 1,679,664 | 0.50% | — |
| EFV | ISHS MSCI EAFE VAL ETF | $200.7M | 2,699,024 | 0.50% | — |
| IJR | ISHS CORE SP SMCP ETF | $199.5M | 1,604,971 | 0.49% | — |
| VONG | VNGRD RUS1000 GRW IN ETF | $197.9M | 1,803,853 | 0.49% | — |
| VGT | VNGRD INFO TECH ETF | $195.5M | 280,153 | 0.48% | — |
| NEE | NEXTERA ENERGY INC | $186.0M | 2,002,772 | 0.46% | — |
| HD | HOME DEPOT INC | $174.0M | 529,032 | 0.43% | — |
| CSCO | CISCO SYSTEMS INC | $169.3M | 2,181,466 | 0.42% | — |
| JCPB | JPM CORE PLUS BOND ETF | $168.0M | 3,568,823 | 0.42% | — |
| IBM | INTL BUSINESS MACHS CORP | $167.0M | 688,918 | 0.41% | — |
| QUAL | ISHS MSCI USA QLTY ETF | $166.0M | 865,213 | 0.41% | — |
| PG | PROCTER GAMBLE CO | $162.2M | 1,122,903 | 0.40% | — |
| VONV | VNGRD RUS1000 VL IN ETF | $161.1M | 1,718,133 | 0.40% | — |
| RSP | INV SP500 EQL WGHT ETF | $159.5M | 830,928 | 0.39% | — |
| JEPI | JPM EQTY PREM INCM ETF | $158.7M | 2,800,288 | 0.39% | — |
| XLU | ST STR UTIL SEL SPDR ETF | $157.5M | 3,431,828 | 0.39% | — |
| GOVT | ISHS U S TREAS ETF | $150.9M | 6,588,546 | 0.37% | — |
| TLH | ISHS 1020 TRSRY ETF | $150.2M | 1,491,747 | 0.37% | — |
| RTX | RTX CORP | $148.2M | 768,284 | 0.37% | — |
| AMGN | AMGEN INC | $146.4M | 416,010 | 0.36% | — |
| MTUM | ISHS USA MOMNTM FCTR ETF | $144.3M | 601,408 | 0.36% | — |
| TSM | TAIWAN SEMICON MFG CO | $143.3M | 423,935 | 0.35% | — |
| MCD | MCDONALDS CORP | $140.9M | 453,280 | 0.35% | — |
| CGDV | CAP GRP DIV VALUE ETF | $139.5M | 3,280,394 | 0.35% | — |
| MBB | ISHS MBS ETF | $138.7M | 1,460,265 | 0.34% | — |
| JGRO | JPM ACTIVE GRWTH ETF | $131.7M | 1,558,376 | 0.33% | — |
| MA | MASTERCARD INC A | $130.9M | 262,005 | 0.32% | — |
| IXUS | ISHS CORE TTL INTL ETF | $130.2M | 1,502,702 | 0.32% | — |
| COST | COSTCO WHOLESALE CORP | $130.0M | 130,438 | 0.32% | — |
| EFG | ISHS MSCI EAFE GRW ETF | $127.1M | 1,140,998 | 0.31% | — |
| VIG | VNGRD DIV APPRC IDX ETF | $126.0M | 585,802 | 0.31% | — |
| PNC | PNC FINL SVCS GROUP INC | $125.0M | 600,866 | 0.31% | — |
| MDT | MEDTRONIC PLC | $123.7M | 1,427,162 | 0.31% | — |
| IEF | ISHS 710Y TRSY ETF | $123.0M | 1,288,790 | 0.30% | — |
| BAI | ISHS AI INNOV TECH ETF | $122.6M | 3,721,827 | 0.30% | — |
| TLT | ISHS 20 TRSY BD ETF | $122.5M | 1,413,633 | 0.30% | — |
| HDV | ISHS CORE HIGH DIV ETF | $121.3M | 893,886 | 0.30% | — |
| KO | COCA COLA COMPANY | $121.2M | 1,594,231 | 0.30% | — |
| NFLX | NETFLIX INC | $120.3M | 1,251,100 | 0.30% | — |
| GLD | SPDR GOLD TRUST GOLD ETF | $118.9M | 276,294 | 0.29% | — |
| IGM | ISHS EXP TECH SECTOR ETF | $118.3M | 998,105 | 0.29% | — |
| JBND | JPM ACTIVE BOND ETF | $116.7M | 2,169,628 | 0.29% | — |
| VWO | VNGRD FTSE EMG MKTS ETF | $112.8M | 2,087,799 | 0.28% | — |
| JIRE | JPM INTL RESH ENH EQ ETF | $112.4M | 1,483,867 | 0.28% | — |
| VO | VNGRD MID CAP ETF | $110.5M | 384,681 | 0.27% | — |
| IBB | ISHS BIOTECH ETF | $110.2M | 652,818 | 0.27% | — |
| CGCP | CAP GRP F/COR PL INC ETF | $109.8M | 4,915,821 | 0.27% | — |
| TSLA | TESLA INC | $108.7M | 292,524 | 0.27% | — |
| RDVY | FT RISING DIV ACHIEV ETF | $105.8M | 1,548,817 | 0.26% | — |
| CB | CHUBB LTD | $103.0M | 315,893 | 0.25% | — |
| BLK | BLACKROCK FDG INC | $101.8M | 105,806 | 0.25% | — |
| VCIT | VNGRD INTRM CORP BD ETF | $100.6M | 1,215,856 | 0.25% | — |
| THRO | ISHS US THEMTC ROTN ETF | $99.3M | 2,740,311 | 0.25% | — |
| VZ | VERIZON COMMNS INC | $97.1M | 1,933,697 | 0.24% | — |
| BAC | BANK AMERICA CORP | $95.8M | 1,965,940 | 0.24% | — |
| EMR | EMERSON ELECTRIC CO | $95.4M | 727,974 | 0.24% | — |
| IWM | ISHS RUSS 2000 ETF | $94.4M | 380,770 | 0.23% | — |
| BNDX | VNGRD TTL INTL BD ETF | $94.1M | 1,958,691 | 0.23% | — |
| IWR | ISHS RUSS MDCP ETF | $89.1M | 916,341 | 0.22% | — |
| PWR | QUANTA SERVICES INC | $88.9M | 161,981 | 0.22% | — |
| BX | BLACKSTONE INC A | $87.4M | 760,325 | 0.22% | — |
| GEV | GE VERNOVA LLC | $85.8M | 98,296 | 0.21% | — |
| TGT | TARGET CORP | $85.2M | 702,774 | 0.21% | — |
| HONGBP | HONEYWELL INTL INC | $85.0M | 375,841 | 0.21% | — |
| SDY | ST STR SPDR SP DIV ETF | $83.6M | 572,599 | 0.21% | — |
| GLW | CORNING INC | $82.6M | 607,765 | 0.20% | — |
| BSV | VNGRD SHORT TERM BD ETF | $82.2M | 1,047,720 | 0.20% | — |
| AGG | ISHS CORE US AGGR BD ETF | $82.1M | 827,495 | 0.20% | — |
| APD | AIR PDTS CHEMICALS INC | $80.5M | 277,219 | 0.20% | — |
| C | CITIGROUP INC NEW | $79.0M | 696,586 | 0.20% | — |
| VPL | VNGRD FTSE PACIFIC ETF | $78.3M | 800,944 | 0.19% | — |
| CMCSA | COMCAST CORP A NEW | $78.1M | 2,721,809 | 0.19% | — |
| QCOM | QUALCOMM INC | $77.5M | 601,987 | 0.19% | — |
| LMT | LOCKHEED MARTIN CORP | $77.1M | 127,595 | 0.19% | — |
| IAU | ISHS GOLD TRUST ETF | $77.1M | 874,505 | 0.19% | — |
| AMAT | APPLIED MATERIALS INC | $76.5M | 223,912 | 0.19% | — |
| XLE | ST STR ENGY SEL SCTR ETF | $75.5M | 1,233,145 | 0.19% | — |
| LRCX | LAM RESEARCH CORP NEW | $75.4M | 352,821 | 0.19% | — |
| PH | PARKER HANNIFIN CORP | $74.9M | 83,656 | 0.19% | — |
| VTI | VNGRD TTL STK MKT ETF | $74.0M | 230,812 | 0.18% | — |
| BLCR | ISHS LGCP CORE ACTV ETF | $73.3M | 1,786,263 | 0.18% | — |
| ASML | ASML HLDG NV NYRS NEW | $73.3M | 55,508 | 0.18% | — |
| LOW | LOWES COMPANIES INC | $73.0M | 309,046 | 0.18% | — |
| IAGG | ISHS INTL AGGREG BD ETF | $72.8M | 1,455,696 | 0.18% | — |
| UNH | UNITEDHEALTH GROUP INC | $71.5M | 264,200 | 0.18% | — |
| EFA | ISHS MSCI EAFE ETF | $71.0M | 731,453 | 0.18% | — |
| AXP | AMERN EXPRESS CO | $70.9M | 234,529 | 0.18% | — |
| LHX | L3HARRIS TECHS INC | $70.5M | 204,332 | 0.17% | — |
| BINC | ISHS FLEX INCM ACTV ETF | $70.5M | 1,357,562 | 0.17% | — |
| PLTR | PALANTIR TECHS INC A | $70.5M | 481,712 | 0.17% | — |
| MS | MORGAN STANLEY | $70.4M | 427,904 | 0.17% | — |
| LIN | LINDE PLC NEW | $69.3M | 139,870 | 0.17% | — |
| GE | GE AEROSPACE | $69.1M | 243,539 | 0.17% | — |
| FTC | FT LGCP GRW OPP ALPH ETF | $68.7M | 445,998 | 0.17% | — |
| GD | GENERAL DYNAMICS CORP | $68.6M | 199,909 | 0.17% | — |
| ABT | ABBOTT LABORATORIES | $68.3M | 665,144 | 0.17% | — |
| VTV | VNGRD VALUE ETF | $67.7M | 345,293 | 0.17% | — |
| WM | WASTE MANAGEMENT INC DEL | $67.7M | 294,762 | 0.17% | — |
| DE | DEERE CO | $67.6M | 119,924 | 0.17% | — |
| AER | AERCAP HOLDINGS N V | $66.7M | 486,450 | 0.17% | — |
| PANW | PALO ALTO NETWORKS INC | $65.8M | 410,401 | 0.16% | — |
| PFE | PFIZER INC | $65.5M | 2,334,351 | 0.16% | — |
| TEVA | TEVA PHARMACEUTICAL ADR | $64.5M | 2,141,757 | 0.16% | — |
| VLUE | ISHS USA VAL FCTR ETF | $63.6M | 447,061 | 0.16% | — |
| TXN | TEXAS INSTRUMENTS INC | $62.9M | 323,932 | 0.16% | — |
| FEX | FT LGCP CORE ALPHADX ETF | $62.4M | 511,453 | 0.15% | — |
| EVTR | EATON TTL RET BD ETF | $61.9M | 1,220,033 | 0.15% | — |
| ORCL | ORACLE CORP | $61.8M | 420,316 | 0.15% | — |
| AMT | AMERICAN TOWER CORP NEW | $61.1M | 354,150 | 0.15% | — |
| MO | ALTRIA GROUP INC | $60.6M | 917,989 | 0.15% | — |
| VUG | VNGRD GROWTH ETF | $60.0M | 137,288 | 0.15% | — |
| T | ATT INC | $59.8M | 2,061,343 | 0.15% | — |
| IWD | ISHS RUSS 1000 VAL ETF | $58.3M | 272,858 | 0.14% | — |
| MODL | VICTORY WSTND US SEC ETF | $57.6M | 1,288,857 | 0.14% | — |
| TMO | THERMO FISHER SCIENTIFIC | $57.4M | 116,856 | 0.14% | — |
This table is the 150 largest positions by value, out of 2,740 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 Janney Montgomery Scott LLC (CIK 1329948, accession 0001329948-26-000004). 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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