13F holdings
MONETA GROUP INVESTMENT ADVISORS LLC portfolio
Managed by . 800 reported positions worth $13.3B as of 2026-03-31, filed with the SEC on 2026-05-12. Parsed from the filing itself, not a reseller.
$13.3B
Book value
800
Positions
52%
Top 10 weight
+55
New this quarter
-61
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 42 days old on 2026-05-12, 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 (55)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| DT | DYNATRACE INC | $2.1M | 56,043 | 0.02% |
| DFAR | DIMENSIONAL ETF TRUST | $1.8M | 74,277 | 0.01% |
| TCV | EA SERIES TRUST | $927,439 | 33,441 | 0.01% |
| RYAM | RAYONIER ADVANCED MATLS INC | $703,554 | 63,555 | 0.01% |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $674,708 | 358 | 0.01% |
| PRAY | FIS TR | $524,534 | 16,300 | 0.00% |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $491,317 | 24,839 | 0.00% |
| ASTS | AST SPACEMOBILE INC | $460,426 | 5,556 | 0.00% |
| BLDR | BUILDERS FIRSTSOURCE INC | $447,381 | 5,434 | 0.00% |
| COWG | PACER FDS TR | $402,566 | 11,932 | 0.00% |
| SNDK | SANDISK CORP | $396,071 | 623 | 0.00% |
| ONC | BEONE MEDICINES LTD | $388,140 | 1,307 | 0.00% |
| IUSB | ISHARES TR | $387,765 | 8,395 | 0.00% |
| AZN | ASTRAZENECA PLC | $377,697 | 1,915 | 0.00% |
| XHB | SPDR SERIES TRUST | $322,947 | 3,271 | 0.00% |
| EQT | EQT CORP | $312,354 | 4,908 | 0.00% |
| DRI | DARDEN RESTAURANTS INC | $296,171 | 1,511 | 0.00% |
| DBO | INVESCO DB MULTI-SECTOR COMM | $292,040 | 14,847 | 0.00% |
| HAL | HALLIBURTON CO | $283,746 | 7,277 | 0.00% |
| SU | SUNCOR ENERGY INC NEW | $275,605 | 4,169 | 0.00% |
| COPX | GLOBAL X FDS | $274,936 | 3,601 | 0.00% |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $267,404 | 947 | 0.00% |
| CIEN | CIENA CORP | $256,620 | 661 | 0.00% |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $250,327 | 8,347 | 0.00% |
| PFFD | GLOBAL X FDS | $249,561 | 13,563 | 0.00% |
Closed out (61)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| INGR | INGREDION INC | $3.6M | 32,557 | 0.00% |
| BRBR | BELLRING BRANDS INC | $1.9M | 72,333 | 0.00% |
| VVX | V2X INC | $1.5M | 28,160 | 0.00% |
| EA SERIES TRUST | EA SERIES TRUST | $1.0M | 40,517 | 0.00% |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $995,390 | 29,054 | 0.00% |
| CINF | CINCINNATI FINL CORP | $969,304 | 5,935 | 0.00% |
| BNDX | VANGUARD CHARLOTTE FDS | $761,712 | 15,764 | 0.00% |
| RGLD | ROYAL GOLD INC | $535,497 | 2,409 | 0.00% |
| NEOS ETF TRUST | NEOS ETF TRUST | $509,538 | 16,187 | 0.00% |
| HEFA | ISHARES TR | $481,042 | 11,631 | 0.00% |
| AXON | AXON ENTERPRISE INC | $472,518 | 832 | 0.00% |
| IEI | ISHARES TR | $467,494 | 3,917 | 0.00% |
| WDAY | WORKDAY INC | $357,153 | 1,663 | 0.00% |
| CNM | CORE & MAIN INC | $336,870 | 6,482 | 0.00% |
| USFD | US FOODS HLDG CORP | $335,023 | 4,448 | 0.00% |
| KKR | KKR & CO INC | $318,393 | 2,498 | 0.00% |
| ONB | OLD NATL BANCORP IND | $303,751 | 13,615 | 0.00% |
| CIGI | COLLIERS INTL GROUP INC | $290,345 | 1,975 | 0.00% |
| VCRB | VANGUARD MALVERN FDS | $283,460 | 3,639 | 0.00% |
| MEDP | MEDPACE HLDGS INC | $282,510 | 503 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $280,126 | 628 | 0.00% |
| B | BARRICK MNG CORP | $272,671 | 6,261 | 0.00% |
| TTD | THE TRADE DESK INC | $270,215 | 7,118 | 0.00% |
| SOVF | ELEVATION SERIES TRUST | $260,869 | 8,940 | 0.00% |
| KD | KYNDRYL HLDGS INC | $260,713 | 9,816 | 0.00% |
Added to (306)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $958.1M | 37,368,877 | 7.21% | +4% |
| VO | VANGUARD INDEX FDS | $714.1M | 9,946,833 | 5.37% | +322% |
| VTV | VANGUARD INDEX FDS | $661.5M | 3,371,516 | 4.98% | +3% |
| VUG | VANGUARD INDEX FDS | $617.7M | 8,485,080 | 4.65% | +519% |
| VV | VANGUARD INDEX FDS | $409.3M | 1,369,690 | 3.08% | +4% |
| IVV | ISHARES TR | $359.8M | 550,875 | 2.71% | +2% |
| SCHM | SCHWAB STRATEGIC TR | $348.9M | 11,267,842 | 2.63% | +6% |
| IEFA | ISHARES TR | $243.0M | 2,684,302 | 1.83% | +6% |
| VOE | VANGUARD INDEX FDS | $200.9M | 1,090,118 | 1.51% | +7% |
| SCHG | SCHWAB STRATEGIC TR | $187.4M | 6,434,196 | 1.41% | +12% |
| VOT | VANGUARD INDEX FDS | $184.7M | 717,522 | 1.39% | +7% |
| AAPL | APPLE INC | $180.0M | 709,322 | 1.35% | +1% |
| VBK | VANGUARD INDEX FDS | $162.1M | 536,196 | 1.22% | +6% |
| BIL | SPDR SERIES TRUST | $160.1M | 1,746,817 | 1.20% | +12% |
| SCHV | SCHWAB STRATEGIC TR | $154.5M | 5,065,538 | 1.16% | +7% |
Trimmed (255)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| GIS | GENERAL MILLS INC | $262,361 | 7,049 | 0.00% | -68% |
| BG | BUNGE GLOBAL SA | $406,994 | 3,200 | 0.00% | -48% |
| CPRT | COPART INC | $245,813 | 7,404 | 0.00% | -45% |
| PHYS | SPROTT ASSET MANAGEMENT LP | $395,758 | 11,167 | 0.00% | -42% |
| OTIS | OTIS WORLDWIDE CORP | $318,869 | 4,137 | 0.00% | -40% |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $241,726 | 3,396 | 0.00% | -37% |
| SILJ | AMPLIFY ETF TR | $932,345 | 31,371 | 0.01% | -36% |
| VST | VISTRA CORP | $370,361 | 2,464 | 0.00% | -33% |
| PSX | PHILLIPS 66 | $1.3M | 7,237 | 0.01% | -29% |
| DWX | SPDR INDEX SHS FDS | $352,959 | 7,740 | 0.00% | -28% |
| CARR | CARRIER GLOBAL CORPORATION | $657,086 | 11,669 | 0.00% | -28% |
| MAS | MASCO CORP | $221,048 | 3,662 | 0.00% | -28% |
| CALF | PACER FDS TR | $1.9M | 42,748 | 0.01% | -27% |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $267,108 | 3,552 | 0.00% | -27% |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $544,442 | 11,787 | 0.00% | -26% |
The book
Largest 150 of 800 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1.8B | 3,006,863 | 13.52% | — |
| SCHX | SCHWAB STRATEGIC TR | $958.1M | 37,368,877 | 7.21% | — |
| VO | VANGUARD INDEX FDS | $714.1M | 9,946,833 | 5.37% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $701.6M | 10,948,174 | 5.28% | — |
| VTV | VANGUARD INDEX FDS | $661.5M | 3,371,516 | 4.98% | — |
| VUG | VANGUARD INDEX FDS | $617.7M | 8,485,080 | 4.65% | — |
| VV | VANGUARD INDEX FDS | $409.3M | 1,369,690 | 3.08% | — |
| IEMG | ISHARES INC | $387.8M | 5,559,794 | 2.92% | — |
| IVV | ISHARES TR | $359.8M | 550,875 | 2.71% | — |
| SCHM | SCHWAB STRATEGIC TR | $348.9M | 11,267,842 | 2.63% | — |
| IEFA | ISHARES TR | $243.0M | 2,684,302 | 1.83% | — |
| ADM | ARCHER DANIELS MIDLAND CO | $202.0M | 2,778,927 | 1.52% | — |
| VOE | VANGUARD INDEX FDS | $200.9M | 1,090,118 | 1.51% | — |
| SCHG | SCHWAB STRATEGIC TR | $187.4M | 6,434,196 | 1.41% | — |
| VOT | VANGUARD INDEX FDS | $184.7M | 717,522 | 1.39% | — |
| IJR | ISHARES TR | $182.5M | 1,468,209 | 1.37% | — |
| AAPL | APPLE INC | $180.0M | 709,322 | 1.35% | — |
| VTI | VANGUARD INDEX FDS | $169.9M | 529,490 | 1.28% | — |
| VBK | VANGUARD INDEX FDS | $162.1M | 536,196 | 1.22% | — |
| BIL | SPDR SERIES TRUST | $160.1M | 1,746,817 | 1.20% | — |
| SCHV | SCHWAB STRATEGIC TR | $154.5M | 5,065,538 | 1.16% | — |
| IVW | ISHARES TR | $145.4M | 1,285,735 | 1.09% | — |
| VB | VANGUARD INDEX FDS | $133.5M | 509,817 | 1.00% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $118.7M | 182,562 | 0.89% | — |
| IWF | ISHARES TR | $116.8M | 1,096,064 | 0.88% | — |
| IJH | ISHARES TR | $116.5M | 1,725,321 | 0.88% | — |
| SCHF | SCHWAB STRATEGIC TR | $113.3M | 4,579,118 | 0.85% | — |
| VBR | VANGUARD INDEX FDS | $107.6M | 495,314 | 0.81% | — |
| IVE | ISHARES TR | $78.3M | 370,632 | 0.59% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $76.2M | 159,027 | 0.57% | — |
| IWD | ISHARES TR | $75.8M | 354,938 | 0.57% | — |
| MSFT | MICROSOFT CORP | $71.1M | 192,108 | 0.54% | — |
| IGF | ISHARES TR | $69.1M | 1,030,968 | 0.52% | — |
| SCHE | SCHWAB STRATEGIC TR | $63.1M | 1,914,788 | 0.47% | — |
| LRCX | LAM RESEARCH CORP | $60.5M | 282,997 | 0.46% | — |
| VXUS | VANGUARD STAR FDS | $59.8M | 775,668 | 0.45% | — |
| SCHA | SCHWAB STRATEGIC TR | $58.9M | 2,025,667 | 0.44% | — |
| IWM | ISHARES TR | $58.8M | 237,086 | 0.44% | — |
| AMID | EA SERIES TRUST | $58.0M | 1,804,278 | 0.44% | — |
| NVDA | NVIDIA CORPORATION | $56.2M | 322,200 | 0.42% | — |
| VEU | VANGUARD INTL EQUITY INDEX F | $55.2M | 735,263 | 0.42% | — |
| VYM | VANGUARD WHITEHALL FDS | $49.3M | 332,863 | 0.37% | — |
| EFG | ISHARES TR | $49.1M | 440,596 | 0.37% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $44.7M | 826,843 | 0.34% | — |
| GOOGL | ALPHABET INC | $43.2M | 150,121 | 0.32% | — |
| SDY | SPDR SERIES TRUST | $40.9M | 280,481 | 0.31% | — |
| DFAU | DIMENSIONAL ETF TRUST | $40.5M | 897,061 | 0.30% | — |
| VNQ | VANGUARD INDEX FDS | $40.2M | 452,995 | 0.30% | — |
| AMZN | AMAZON COM INC | $39.1M | 187,553 | 0.29% | — |
| SCZ | ISHARES TR | $36.8M | 469,189 | 0.28% | — |
| EFA | ISHARES TR | $35.6M | 366,270 | 0.27% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $35.2M | 49 | 0.26% | — |
| IJT | ISHARES TR | $33.7M | 232,555 | 0.25% | — |
| IWP | ISHARES TR | $32.9M | 256,552 | 0.25% | — |
| ABIG | EA SERIES TRUST | $32.4M | 1,106,816 | 0.24% | — |
| SPYM | SPDR SERIES TRUST | $32.3M | 422,644 | 0.24% | — |
| QQQ | INVESCO QQQ TR | $32.0M | 55,406 | 0.24% | — |
| GOOG | ALPHABET INC | $30.0M | 104,631 | 0.23% | — |
| VIOO | VANGUARD ADMIRAL FDS INC | $29.7M | 258,983 | 0.22% | — |
| IWB | ISHARES TR | $27.5M | 76,990 | 0.21% | — |
| IVOG | VANGUARD ADMIRAL FDS INC | $26.9M | 215,514 | 0.20% | — |
| SCHD | SCHWAB STRATEGIC TR | $26.6M | 865,437 | 0.20% | — |
| ET | ENERGY TRANSFER L P | $26.1M | 1,350,371 | 0.20% | — |
| IWS | ISHARES TR | $25.9M | 177,514 | 0.19% | — |
| IWO | ISHARES TR | $25.1M | 79,892 | 0.19% | — |
| EXMOC | EXXON MOBIL CORP | $25.0M | 147,586 | 0.19% | — |
| PULS | PGIM ETF TR | $24.3M | 490,072 | 0.18% | — |
| SCHH | SCHWAB STRATEGIC TR | $22.9M | 1,064,539 | 0.17% | — |
| JPM | JPMORGAN CHASE & CO | $22.0M | 74,785 | 0.17% | — |
| SPAB | SPDR SERIES TRUST | $21.8M | 850,160 | 0.16% | — |
| VT | VANGUARD INTL EQUITY INDEX F | $21.4M | 155,026 | 0.16% | — |
| DFAE | DIMENSIONAL ETF TRUST | $21.2M | 627,078 | 0.16% | — |
| IJS | ISHARES TR | $20.7M | 174,677 | 0.16% | — |
| DFIC | DIMENSIONAL ETF TRUST | $20.4M | 574,022 | 0.15% | — |
| SPYG | SPDR SERIES TRUST | $20.2M | 206,273 | 0.15% | — |
| DFIV | DIMENSIONAL ETF TRUST | $19.3M | 364,874 | 0.14% | — |
| EMR | EMERSON ELEC CO | $19.2M | 146,728 | 0.14% | — |
| SCHZ | SCHWAB STRATEGIC TR | $18.5M | 797,771 | 0.14% | — |
| IVOO | VANGUARD ADMIRAL FDS INC | $18.1M | 158,553 | 0.14% | — |
| WMT | WALMART INC | $17.8M | 142,875 | 0.13% | — |
| META | META PLATFORMS INC | $17.3M | 30,197 | 0.13% | — |
| JNJ | JOHNSON & JOHNSON | $16.6M | 68,043 | 0.13% | — |
| AVGO | BROADCOM INC | $16.4M | 53,059 | 0.12% | — |
| AEE | AMEREN CORP | $16.3M | 148,466 | 0.12% | — |
| DFGP | DIMENSIONAL ETF TRUST | $16.1M | 298,326 | 0.12% | — |
| DFAC | DIMENSIONAL ETF TRUST | $16.0M | 411,286 | 0.12% | — |
| EFV | ISHARES TR | $15.9M | 213,989 | 0.12% | — |
| ALIL | EA SERIES TRUST | $15.8M | 566,064 | 0.12% | — |
| DVY | ISHARES TR | $15.8M | 104,112 | 0.12% | — |
| AGG | ISHARES TR | $15.3M | 153,917 | 0.11% | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $15.2M | 70,824 | 0.11% | — |
| QLTY | GMO ETF TRUST | $15.2M | 420,927 | 0.11% | — |
| ORLY | OREILLY AUTOMOTIVE INC | $14.6M | 157,712 | 0.11% | — |
| TSLA | TESLA INC | $14.4M | 38,735 | 0.11% | — |
| IBIT | ISHARES BITCOIN TRUST ETF | $14.2M | 369,629 | 0.11% | — |
| PG | PROCTER & GAMBLE CO | $13.7M | 95,117 | 0.10% | — |
| IWN | ISHARES TR | $13.6M | 71,528 | 0.10% | — |
| IJJ | ISHARES TR | $13.5M | 102,200 | 0.10% | — |
| LLY | ELI LILLY & CO | $13.5M | 14,676 | 0.10% | — |
| EEM | ISHARES TR | $13.4M | 235,205 | 0.10% | — |
| IJK | ISHARES TR | $13.3M | 132,237 | 0.10% | — |
| CLOI | VANECK ETF TRUST | $13.3M | 251,767 | 0.10% | — |
| COST | COSTCO WHOLESALE CORPORATION | $12.8M | 12,840 | 0.10% | — |
| V | VISA INC | $12.3M | 40,850 | 0.09% | — |
| CBSH | COMMERCE BANCSHARES INC | $12.3M | 249,224 | 0.09% | — |
| DUHP | DIMENSIONAL ETF TRUST | $12.2M | 333,173 | 0.09% | — |
| SPMD | SPDR SERIES TRUST | $12.1M | 204,578 | 0.09% | — |
| AME | AMETEK INC | $11.3M | 52,542 | 0.08% | — |
| XMMO | INVESCO EXCHANGE TRADED FD T | $11.2M | 77,096 | 0.08% | — |
| IWR | ISHARES TR | $10.9M | 111,885 | 0.08% | — |
| BAC | BANK AMERICA CORP | $10.5M | 215,244 | 0.08% | — |
| URI | UNITED RENTALS INC | $10.0M | 13,688 | 0.08% | — |
| SCHB | SCHWAB STRATEGIC TR | $9.8M | 389,313 | 0.07% | — |
| CVX | CHEVRON CORPORATION | $9.7M | 46,886 | 0.07% | — |
| IEF | ISHARES TR | $9.5M | 99,470 | 0.07% | — |
| VGT | VANGUARD WORLD FD | $9.5M | 108,498 | 0.07% | — |
| ABBV | ABBVIE INC | $9.0M | 41,156 | 0.07% | — |
| CAT | CATERPILLAR INC | $8.2M | 11,636 | 0.06% | — |
| DIA | STATE STR SPDR DOW JONES IND | $8.2M | 17,673 | 0.06% | — |
| MCD | MCDONALDS CORP | $8.1M | 26,079 | 0.06% | — |
| EFX | EQUIFAX INC | $8.0M | 44,535 | 0.06% | — |
| MGC | VANGUARD WORLD FD | $7.9M | 33,536 | 0.06% | — |
| SCHC | SCHWAB STRATEGIC TR | $7.8M | 166,124 | 0.06% | — |
| UPS | UNITED PARCEL SVCS INC | $7.7M | 78,481 | 0.06% | — |
| ETN | EATON CORP PLC | $7.6M | 21,272 | 0.06% | — |
| MRK | MERCK & CO INC | $7.6M | 63,052 | 0.06% | — |
| BOND | PIMCO ETF TR | $7.5M | 81,707 | 0.06% | — |
| VCLT | VANGUARD SCOTTSDALE FDS | $7.5M | 100,309 | 0.06% | — |
| JAAA | JANUS DETROIT STR TR | $7.3M | 144,500 | 0.05% | — |
| HD | HOME DEPOT INC | $7.2M | 22,043 | 0.05% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $7.2M | 49,423 | 0.05% | — |
| DFSV | DIMENSIONAL ETF TRUST | $7.1M | 203,381 | 0.05% | — |
| KO | COCA COLA CO | $7.0M | 92,311 | 0.05% | — |
| FICO | FAIR ISAAC CORP | $7.0M | 6,528 | 0.05% | — |
| BA | BOEING CO | $6.9M | 34,583 | 0.05% | — |
| ICF | ISHARES TR | $6.9M | 111,176 | 0.05% | — |
| EPD | ENTERPRISE PRODS PARTNERS L | $6.9M | 181,811 | 0.05% | — |
| JBND | J P MORGAN EXCHANGE TRADED F | $6.9M | 127,927 | 0.05% | — |
| ESGD | ISHARES TR | $6.8M | 71,144 | 0.05% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $6.8M | 27,950 | 0.05% | — |
| AKRE | PROFESIONALLY MANAGED PORTFO | $6.6M | 125,166 | 0.05% | — |
| PEP | PEPSICO INC | $6.3M | 40,797 | 0.05% | — |
| TMLP | TORTOISE CAPITAL SERIES TRUS | $6.3M | 225,004 | 0.05% | — |
| VOOV | VANGUARD ADMIRAL FDS INC | $6.2M | 30,561 | 0.05% | — |
| ESE | ESCO TECHNOLOGIES INC | $6.2M | 22,041 | 0.05% | — |
| MA | MASTERCARD INCORPORATED | $6.2M | 12,382 | 0.05% | — |
| ALB | ALBEMARLE CORP | $6.1M | 33,718 | 0.05% | — |
| UNH | UNITEDHEALTH GROUP INC | $6.0M | 22,350 | 0.05% | — |
| ORCL | ORACLE CORP | $6.0M | 41,092 | 0.05% | — |
| MGK | VANGUARD WORLD FD | $6.0M | 81,110 | 0.04% | — |
This table is the 150 largest positions by value, out of 800 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.
This manager also disclosed 8 options positions with a combined notional of $1.2M. Notional is not ownership, so it is excluded from the book value above rather than folded in to make the fund look bigger.
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 MONETA GROUP INVESTMENT ADVISORS LLC (CIK 1120927, accession 0001120927-26-000006). 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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