13F holdings
PNC FINANCIAL SERVICES GROUP, INC. portfolio
Managed by . 5,160 reported positions worth $173.2B as of 2026-03-31, filed with the SEC on 2026-05-08. Parsed from the filing itself, not a reseller.
$173.2B
Book value
5,160
Positions
45%
Top 10 weight
+243
New this quarter
-236
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 38 days old on 2026-05-08, 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 (243)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| TCHP | T ROWE PRICE ETF INC | $104.5M | 2,365,791 | 0.06% |
| AZN | ASTRAZENECA PLC | $25.3M | 128,254 | 0.01% |
| SECU | BLACKROCK ETF TRUST | $12.6M | 253,298 | 0.01% |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $7.4M | 112,973 | 0.00% |
| MBBA | BLACKROCK ETF TRUST II | $6.7M | 134,610 | 0.00% |
| AMCR | AMCOR PLC | $4.1M | 104,164 | 0.00% |
| UPRO | PROSHARES TR | $2.8M | 29,066 | 0.00% |
| VSNT | VERSANT MEDIA GROUP | $2.4M | 64,309 | 0.00% |
| AIIA | AI INFRASTRUCTURE ACQUISI | $1.5M | 150,000 | 0.00% |
| BKMI | BNY MELLON ETF TRUST II | $1.4M | 55,412 | 0.00% |
| PIPR | PIPER SANDLER | $977,431 | 12,769 | 0.00% |
| PNFP | PINNACLE FINL | $904,017 | 10,495 | 0.00% |
| BMOP | BNY MELLON ETF TRUST II | $780,697 | 31,697 | 0.00% |
| ICLO | INVESCO ACTIVELY | $770,429 | 30,201 | 0.00% |
| BCPL | BNY MELLON ETF TRUST II | $584,090 | 23,552 | 0.00% |
| TCV | EA SERIES TRUST | $576,118 | 20,773 | 0.00% |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $560,054 | 58,339 | 0.00% |
| IBDW | ISHARES TR | $395,158 | 18,880 | 0.00% |
| NORW | GLOBAL X FDS | $386,303 | 10,110 | 0.00% |
| QGEN | QIAGEN NV | $344,275 | 8,598 | 0.00% |
| DIV | GLOBAL X FDS | $297,638 | 15,748 | 0.00% |
| INDV | INDIVIOR PHARMACEUTICALS INC | $287,397 | 9,429 | 0.00% |
| EUHY | ISHARES EURO HIGH | $271,608 | 5,177 | 0.00% |
| SMERY | SIEMENS ENERGY AG | $242,282 | 1,436 | 0.00% |
| YSS | YORK SPACE SYSTEMS INC | $234,116 | 10,560 | 0.00% |
Closed out (236)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC SPON | $22.6M | 245,477 | 0.00% |
| 9HI | HILLENBRAND INC | $4.6M | 145,698 | 0.00% |
| AMCR | AMCOR PLC | $4.2M | 502,367 | 0.00% |
| CMA | COMERICA INC | $3.1M | 35,864 | 0.00% |
| CYBR | CYBERARK SOFTWARE | $1.5M | 3,437 | 0.00% |
| 62C | PIPER SANDLER | $1.1M | 3,323 | 0.00% |
| EXK | EXACT SCIENCES CORP | $1.1M | 10,360 | 0.00% |
| DAY | DAYFORCE INC | $858,827 | 12,418 | 0.00% |
| XBXMX | NUVEEN S&P 500 BUY-WRITE INC | $745,829 | 50,737 | 0.00% |
| EXPE 0 02/15/26 | EXPEDIA GROUP INC | $669,300 | 6,000 | 0.00% |
| CAPN | CAYSON ACQUISITION CORP | $641,390 | 60,281 | 0.00% |
| BLE | BLACKROCK MUNI INCOME TR II | $620,961 | 59,479 | 0.00% |
| SLVP | ISHARES INC | $605,380 | 17,665 | 0.00% |
| XMVFX | BLACKROCK MUNIVEST FD INC | $568,461 | 82,029 | 0.00% |
| MPA | BLACKROCK MUNIYIELD PA QLTY | $509,680 | 46,000 | 0.00% |
| PINNACLE FINANCIAL | PINNACLE FINANCIAL | $486,312 | 5,097 | 0.00% |
| SYU1 | SYNOVUS FINL CORP | $473,023 | 9,451 | 0.00% |
| QGEN | QIAGEN NV ORD | $424,633 | 9,443 | 0.00% |
| ALEX | ALEXANDER & BALDWIN INC NEW | $373,771 | 18,109 | 0.00% |
| FYBR | FRONTIER COMMUNICATIONS PARE | $362,503 | 9,522 | 0.00% |
| CADE | CADENCE BANK | $337,536 | 7,879 | 0.00% |
| RNAGBP | AVIDITY BIOSCIENCES | $320,401 | 4,442 | 0.00% |
| BLACKROCK MUNIHLDGS NY Q | BLACKROCK MUNIHLDGS NY QLTY | $318,153 | 31,100 | 0.00% |
| STPZ | PIMCO ETF TR | $286,276 | 5,335 | 0.00% |
| GPIX | GOLDMAN SACHS ETF TR | $275,458 | 5,217 | 0.00% |
Added to (2193)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1.9B | 11,057,975 | 1.11% | +3% |
| AMZN | AMAZON.COM INC | $1.4B | 6,828,548 | 0.82% | +2% |
| IDEV | ISHARES TR | $1.4B | 16,561,195 | 0.80% | +39% |
| AIQ | GLOBAL X FDS | $1.3B | 27,168,276 | 0.73% | +17% |
| GOVT | ISHARES TR US TREAS | $1.3B | 54,704,163 | 0.72% | +3% |
| IJH | ISHARES TR | $1.1B | 15,872,639 | 0.62% | +2% |
| HD | HOME DEPOT INC | $1.0B | 3,190,635 | 0.61% | +1% |
| IEMG | ISHARES INC | $1.0B | 15,024,436 | 0.61% | +9% |
| AGG | ISHARES TR | $1.0B | 10,336,251 | 0.59% | +5% |
| DFIV | DIMENSIONAL ETF | $868.5M | 16,455,753 | 0.50% | +6% |
| IWB | ISHARES TR | $830.6M | 2,329,545 | 0.48% | +1% |
| IWM | ISHARES TR | $790.5M | 3,187,467 | 0.46% | +7% |
| VO | VANGUARD MID-CAP | $677.4M | 2,358,867 | 0.39% | +2% |
| VEU | VANGUARD INTL EQUITY | $619.3M | 8,246,925 | 0.36% | +3% |
| VWO | VANGUARD INTL EQUITY | $565.0M | 10,454,119 | 0.33% | +2% |
Trimmed (1560)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| LB | LANDBRIDGE COMPANY LLC | $345 | 5 | 0.00% | -100% |
| BLMN | BLOOMIN BRANDS INC | $65 | 12 | 0.00% | -100% |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $32 | 5 | 0.00% | -100% |
| GENI | GENIUS SPORTS LIMITED | $873 | 197 | 0.00% | -100% |
| TELFY | TELEFONICA SA SPON | $556 | 128 | 0.00% | -100% |
| ZIP | ZIPRECRUITER INC | $112 | 61 | 0.00% | -100% |
| PGC | PEAPACK-GLADSTONE FINL CORP | $17,605 | 500 | 0.00% | -99% |
| HNNA | HENNESSY ADVISORS INC | $10 | 1 | 0.00% | -99% |
| HLLY | HOLLEY INC | $675 | 220 | 0.00% | -99% |
| GCV | GABELLI CONV & INC SECS FD I | $103 | 24 | 0.00% | -99% |
| SCYB | SCHWAB STRATEGIC TR | $208 | 8 | 0.00% | -99% |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $64 | 26 | 0.00% | -99% |
| PAL | PROFICIENT AUTO LOGISTICS IN | $1,959 | 289 | 0.00% | -99% |
| EGO | ELDORADO GOLD CORP NEW | $34 | 1 | 0.00% | -99% |
| NVZMY | NOVONESIS | $1,255 | 21 | 0.00% | -99% |
The book
Largest 150 of 5,160 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $47.2B | 51,328,908 | 27.26% | — |
| IVV | ISHARES TR | $10.2B | 15,679,384 | 5.91% | — |
| AAPL | APPLE INC | $4.8B | 18,967,095 | 2.78% | — |
| MSFT | MICROSOFT CORP | $3.4B | 9,124,106 | 1.95% | — |
| SPY | STATE STREET SPDR | $2.5B | 3,903,472 | 1.47% | — |
| GOOGL | ALPHABET INC CAP STK | $2.5B | 8,795,230 | 1.46% | — |
| JPM | JPMORGAN CHASE & CO | $2.0B | 6,659,286 | 1.13% | — |
| NVDA | NVIDIA CORPORATION | $1.9B | 11,057,975 | 1.11% | — |
| EXMOC | EXXON MOBIL CORP | $1.7B | 10,288,120 | 1.01% | — |
| QQQ | INVESCO QQQ TR UNIT | $1.7B | 2,974,572 | 0.99% | — |
| IEFA | ISHARES TR | $1.5B | 16,811,167 | 0.88% | — |
| AVGO | BROADCOM INC | $1.4B | 4,679,585 | 0.84% | — |
| AMZN | AMAZON.COM INC | $1.4B | 6,828,548 | 0.82% | — |
| JNJ | JOHNSON &JOHNSON COM | $1.4B | 5,752,985 | 0.81% | — |
| IDEV | ISHARES TR | $1.4B | 16,561,195 | 0.80% | — |
| IWF | ISHARES TR | $1.3B | 3,057,823 | 0.75% | — |
| AIQ | GLOBAL X FDS | $1.3B | 27,168,276 | 0.73% | — |
| VFC | V F CORP | $1.3B | 74,134,243 | 0.73% | — |
| GOVT | ISHARES TR US TREAS | $1.3B | 54,704,163 | 0.72% | — |
| ERIE | ERIE INDTY CO | $1.2B | 4,909,034 | 0.71% | — |
| IWR | ISHARES TR | $1.2B | 12,333,478 | 0.69% | — |
| QUAL | ISHARES TR MSCI USA | $1.2B | 6,138,151 | 0.68% | — |
| PG | PROCTER & GAMBLE CO | $1.1B | 7,693,061 | 0.64% | — |
| IJH | ISHARES TR | $1.1B | 15,872,639 | 0.62% | — |
| AVLV | AVANTIS US LARGE CAP | $1.1B | 13,221,779 | 0.62% | — |
| HD | HOME DEPOT INC | $1.0B | 3,190,635 | 0.61% | — |
| IEMG | ISHARES INC | $1.0B | 15,024,436 | 0.61% | — |
| DGRW | WISDOMTREE TR | $1.0B | 11,696,187 | 0.59% | — |
| AGG | ISHARES TR | $1.0B | 10,336,251 | 0.59% | — |
| VUG | VANGUARD INDEX FDS | $998.5M | 2,285,943 | 0.58% | — |
| IJR | ISHARES TR | $941.0M | 7,569,528 | 0.54% | — |
| MRK | MERCK & CO INC | $905.8M | 7,530,441 | 0.52% | — |
| ABBV | ABBVIE INC | $895.0M | 4,114,966 | 0.52% | — |
| DFIV | DIMENSIONAL ETF | $868.5M | 16,455,753 | 0.50% | — |
| V | VISA INC | $834.3M | 2,760,408 | 0.48% | — |
| VTV | VANGUARD INDEX FDS | $833.4M | 4,247,947 | 0.48% | — |
| IWB | ISHARES TR | $830.6M | 2,329,545 | 0.48% | — |
| EFA | ISHARES TR | $815.8M | 8,399,549 | 0.47% | — |
| GOOG | ALPHABET INC CAP STK | $815.1M | 2,841,449 | 0.47% | — |
| CVX | CHEVRON CORP NEW COM | $812.8M | 3,928,530 | 0.47% | — |
| MCD | MCDONALDS CORP | $812.2M | 2,613,399 | 0.47% | — |
| IEF | ISHARES TR | $804.4M | 8,428,734 | 0.46% | — |
| IQLT | ISHARES TR | $800.2M | 17,309,402 | 0.46% | — |
| IWM | ISHARES TR | $790.5M | 3,187,467 | 0.46% | — |
| META | META PLATFORMS INC | $788.0M | 1,377,342 | 0.45% | — |
| MUB | ISHARES TR | $762.7M | 7,185,272 | 0.44% | — |
| VTI | VANGUARD INDEX FDS | $749.8M | 2,337,078 | 0.43% | — |
| IWD | ISHARES TR | $723.5M | 3,385,962 | 0.42% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $706.6M | 984 | 0.41% | — |
| VO | VANGUARD MID-CAP | $677.4M | 2,358,867 | 0.39% | — |
| COST | COSTCO WHOLESALE CORPORATION | $628.6M | 630,814 | 0.36% | — |
| VV | VANGUARD LARGE-CAP | $628.4M | 2,102,746 | 0.36% | — |
| VEU | VANGUARD INTL EQUITY | $619.3M | 8,246,925 | 0.36% | — |
| PEP | PEPSICO INC | $616.8M | 3,972,068 | 0.36% | — |
| IVW | ISHARES TR | $609.7M | 5,390,020 | 0.35% | — |
| NEE | NEXTERA ENERGY INC | $595.8M | 6,414,739 | 0.34% | — |
| VWO | VANGUARD INTL EQUITY | $565.0M | 10,454,119 | 0.33% | — |
| LRCX | LAM RESEARCH CORP | $564.0M | 2,639,909 | 0.33% | — |
| RTX | RTX CORPORATION | $551.9M | 2,861,164 | 0.32% | — |
| QQQM | INVESCO EXCH TRADED FD TR II | $531.2M | 2,235,446 | 0.31% | — |
| DVY | ISHARES TR | $531.0M | 3,506,722 | 0.31% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $518.9M | 1,082,746 | 0.30% | — |
| VEA | VANGUARD DEVELOPED | $518.1M | 8,084,586 | 0.30% | — |
| VB | VANGUARD SMALL-CAP | $514.1M | 1,962,918 | 0.30% | — |
| CSCO | CISCO SYSTEMS INC | $512.7M | 6,607,314 | 0.30% | — |
| WMT | WALMART INC COM | $488.5M | 3,930,752 | 0.28% | — |
| IVE | ISHARES TR | $479.5M | 2,271,013 | 0.28% | — |
| ABT | ABBOTT LABORATORIES | $472.0M | 4,597,646 | 0.27% | — |
| CQQQ | INVESCO EXCH TRADED FD TR II | $470.3M | 10,218,668 | 0.27% | — |
| KO | COCA-COLA CO | $468.7M | 6,162,602 | 0.27% | — |
| BINC | BLACKROCK ETF TRUST II | $452.6M | 8,716,481 | 0.26% | — |
| DGRO | ISHARES TR | $442.9M | 6,310,350 | 0.26% | — |
| ORCL | ORACLE CORP | $438.4M | 2,980,214 | 0.25% | — |
| PM | PHILIP MORRIS INTL INC | $434.1M | 2,625,694 | 0.25% | — |
| BAC | BANK AMERICA CORP | $431.4M | 8,848,231 | 0.25% | — |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $431.3M | 699,307 | 0.25% | — |
| KTB | KONTOOR BRANDS INC | $422.9M | 6,016,648 | 0.24% | — |
| USMV | ISHARES TR MSCI USA | $415.7M | 4,482,760 | 0.24% | — |
| MA | MASTERCARD INCORPORATED | $414.9M | 830,341 | 0.24% | — |
| MS | MORGAN STANLEY | $396.9M | 2,411,894 | 0.23% | — |
| VCIT | VANGUARD SCOTTSDALE | $391.3M | 4,728,521 | 0.23% | — |
| AMGN | AMGEN INC | $377.7M | 1,073,540 | 0.22% | — |
| SYK | STRYKER CORPORATION | $356.7M | 1,085,580 | 0.21% | — |
| TSM | TAIWAN SEMICONDUCTOR | $356.1M | 1,053,841 | 0.21% | — |
| BLK | BLACKROCK INC | $349.7M | 363,633 | 0.20% | — |
| TJX | TJX COS INC NEW | $344.3M | 2,155,713 | 0.20% | — |
| HONGBP | HONEYWELL INTL INC | $340.8M | 1,507,654 | 0.20% | — |
| ETN | EATON CORPORATION | $335.0M | 936,555 | 0.19% | — |
| DLN | WISDOMTREE TR US | $327.7M | 3,668,298 | 0.19% | — |
| LMT | LOCKHEED MARTIN CORP | $315.9M | 522,616 | 0.18% | — |
| IWP | ISHARES TR | $311.9M | 2,434,200 | 0.18% | — |
| AXP | AMERICAN EXPRESS CO | $307.3M | 1,015,893 | 0.18% | — |
| GLD | SPDR GOLD TR GOLD | $304.6M | 707,998 | 0.18% | — |
| PNC | PNC FINANCIAL | $304.4M | 1,462,814 | 0.18% | — |
| GEV | GE VERNOVA INC | $300.2M | 343,862 | 0.17% | — |
| PWR | QUANTA SERVICES COM | $298.8M | 544,290 | 0.17% | — |
| WEC | WEC ENERGY GROUP INC | $297.6M | 2,571,015 | 0.17% | — |
| MBB | ISHARES TR MBS ETF | $295.0M | 3,106,470 | 0.17% | — |
| UNP | UNION PAC CORP COM | $292.8M | 1,206,875 | 0.17% | — |
| PH | PARKER-HANNIFIN CORP | $290.4M | 324,355 | 0.17% | — |
| VOT | VANGUARD MID-CAP | $286.9M | 1,114,697 | 0.17% | — |
| SPGI | S&P GLOBAL INC | $282.9M | 665,211 | 0.16% | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $277.9M | 1,367,620 | 0.16% | — |
| CB | CHUBB LTD SWITZ | $276.5M | 848,391 | 0.16% | — |
| DIS | DISNEY WALT CO COM | $270.1M | 2,802,904 | 0.16% | — |
| GE | GE AEROSPACE | $269.4M | 949,398 | 0.16% | — |
| VOE | VANGUARD MID-CAP | $269.3M | 1,461,159 | 0.16% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $268.7M | 1,108,498 | 0.16% | — |
| VZ | VERIZON | $268.1M | 5,341,037 | 0.15% | — |
| BND | VANGUARD BD INDEX | $266.8M | 3,622,747 | 0.15% | — |
| LIN | LINDE PLC | $266.2M | 536,954 | 0.15% | — |
| TXN | TEXAS INSTRS INC | $264.9M | 1,364,602 | 0.15% | — |
| AVDE | AVANTIS | $262.7M | 3,096,165 | 0.15% | — |
| EEM | ISHARES TR | $261.9M | 4,611,088 | 0.15% | — |
| TSLA | TESLA INC | $249.4M | 670,994 | 0.14% | — |
| ITW | ILLINOIS TOOL WORKS | $245.3M | 942,426 | 0.14% | — |
| PULS | PGIM ETF TR PGIM | $244.5M | 4,939,651 | 0.14% | — |
| CAT | CATERPILLAR INC | $243.2M | 343,260 | 0.14% | — |
| PRF | INVESCO EXCHANGE- | $242.2M | 5,096,490 | 0.14% | — |
| UNH | UNITEDHEALTH GROUP INC | $238.3M | 880,610 | 0.14% | — |
| EFV | ISHARES TR EAFE | $226.4M | 3,044,443 | 0.13% | — |
| EMR | EMERSON ELECTRIC CO | $222.6M | 1,698,904 | 0.13% | — |
| XLK | SELECT SECTOR SPDR | $212.2M | 1,596,972 | 0.12% | — |
| MSI | MOTOROLA SOLUTIONS INC | $210.9M | 486,064 | 0.12% | — |
| VBK | VANGUARD SMALL-CAP | $210.9M | 697,629 | 0.12% | — |
| IWN | ISHARES TR | $208.7M | 1,100,598 | 0.12% | — |
| VGT | VANGUARD WORLD FD | $208.1M | 298,284 | 0.12% | — |
| MCK | MCKESSON CORP | $205.4M | 237,332 | 0.12% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $205.0M | 3,379,304 | 0.12% | — |
| SHY | ISHARES TR | $200.5M | 2,428,740 | 0.12% | — |
| IGSB | ISHARES TR ISHS | $200.5M | 3,814,000 | 0.12% | — |
| CTAS | CINTAS CORP | $196.8M | 1,163,448 | 0.11% | — |
| PFE | PFIZER INC | $195.8M | 6,971,622 | 0.11% | — |
| MGK | VANGUARD WORLD FD | $195.4M | 531,713 | 0.11% | — |
| IJK | ISHARES TR | $194.6M | 1,934,048 | 0.11% | — |
| AMAT | APPLIED MATLS INC | $194.0M | 567,604 | 0.11% | — |
| IWO | ISHARES TR | $193.5M | 616,540 | 0.11% | — |
| ACWI | ISHARES TR | $192.1M | 1,388,478 | 0.11% | — |
| WFC | WELLS FARGO & CO | $190.2M | 2,388,703 | 0.11% | — |
| AVEM | AVANTIS EMERGING | $187.7M | 2,329,760 | 0.11% | — |
| MMM | 3M CO | $184.7M | 1,271,608 | 0.11% | — |
| VBR | VANGUARD SMALL CAP | $183.9M | 846,309 | 0.11% | — |
| IWS | ISHARES TR | $182.4M | 1,251,682 | 0.11% | — |
| IJJ | ISHARES TR | $178.9M | 1,350,338 | 0.10% | — |
| IUSG | ISHARES TR | $172.8M | 1,114,250 | 0.10% | — |
| AMP | AMERIPRISE FINANCIAL | $172.7M | 388,502 | 0.10% | — |
| MGV | VANGUARD WORLD FD | $168.3M | 1,160,993 | 0.10% | — |
| CWI | SPDR INDEX SHARES | $167.6M | 4,580,294 | 0.10% | — |
| MU | MICRON TECHNOLOGY INC | $167.0M | 494,211 | 0.10% | — |
| ATO | ATMOS ENERGY CORP | $163.7M | 886,291 | 0.09% | — |
This table is the 150 largest positions by value, out of 5,160 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 PNC FINANCIAL SERVICES GROUP, INC. (CIK 713676, accession 0001193125-26-213236). 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.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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