13F holdings
Prospera Financial Services Inc portfolio
Managed by . 1,417 reported positions worth $6.2B as of 2026-03-31, filed with the SEC on 2026-04-14. Parsed from the filing itself, not a reseller.
$6.2B
Book value
1,417
Positions
17%
Top 10 weight
+153
New this quarter
-95
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 14 days old on 2026-04-14, 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 (153)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $10.9M | 55,430 | 0.18% |
| EZU | ISHARES INC | $4.9M | 77,710 | 0.08% |
| VGSH | VANGUARD SCOTTSDALE FDS | $4.5M | 76,798 | 0.07% |
| FERROVIAL SE | FERROVIAL SE | $4.5M | 68,842 | 0.07% |
| MRNA | MODERNA INC | $3.9M | 77,622 | 0.06% |
| LOAR | LOAR HOLDINGS INC | $3.7M | 63,824 | 0.06% |
| JBHT | HUNT J B TRANS SVCS INC | $3.7M | 17,255 | 0.06% |
| SCYB | SCHWAB STRATEGIC TR | $2.7M | 103,447 | 0.04% |
| YPF | YPF SOCIEDAD ANONIMA | $2.2M | 46,761 | 0.03% |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $2.1M | 69,868 | 0.03% |
| COPX | GLOBAL X FDS | $1.8M | 24,174 | 0.03% |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $1.6M | 98,953 | 0.03% |
| CPK | CHESAPEAKE UTILS CORP | $1.6M | 12,363 | 0.03% |
| EIX | EDISON INTL | $1.5M | 20,429 | 0.02% |
| RPG | INVESCO EXCHANGE TRADED FD T | $1.5M | 31,799 | 0.02% |
| NE | NOBLE CORP PLC | $1.4M | 28,736 | 0.02% |
| ZS | ZSCALER INC | $1.3M | 9,510 | 0.02% |
| EDIV | SPDR INDEX SHS FDS | $1.2M | 30,998 | 0.02% |
| IPGP | IPG PHOTONICS CORP | $1.1M | 9,461 | 0.02% |
| JLL | JONES LANG LASALLE INC | $1.1M | 3,542 | 0.02% |
| IYT | ISHARES TR | $1.0M | 14,005 | 0.02% |
| QSIX | PACER FDS TR | $989,301 | 28,241 | 0.02% |
| BRZE | BRAZE INC | $966,614 | 40,945 | 0.02% |
| CBSH | COMMERCE BANCSHARES INC | $935,043 | 19,005 | 0.02% |
| VALE | VALE S A | $916,874 | 57,635 | 0.01% |
Closed out (95)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| IYC | ISHARES TR | $12.2M | 118,740 | 0.00% |
| AZNN | ASTRAZENECA PLC | $10.2M | 111,014 | 0.00% |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $6.7M | 26,027 | 0.00% |
| IDXX | IDEXX LABS INC | $4.2M | 6,191 | 0.00% |
| LVS | LAS VEGAS SANDS CORP | $3.0M | 45,509 | 0.00% |
| IBND | SPDR SERIES TRUST | $2.7M | 85,130 | 0.00% |
| XBXMX | NUVEEN S&P 500 BUY-WRITE INC | $1.6M | 106,029 | 0.00% |
| DLS | WISDOMTREE TR | $1.5M | 18,888 | 0.00% |
| VTYXUSD | VENTYX BIOSCIENCES INC | $1.4M | 151,570 | 0.00% |
| PEN | PENUMBRA INC | $883,259 | 2,841 | 0.00% |
| MGOV | FIRST TR EXCHANGE-TRADED FD | $817,528 | 39,937 | 0.00% |
| SDCI | USCF ETF TR | $799,849 | 36,312 | 0.00% |
| HEZU | ISHARES TR | $788,556 | 18,022 | 0.00% |
| CZR | CAESARS ENTERTAINMENT INC NE | $754,247 | 32,250 | 0.00% |
| BSBR | BANCO SANTANDER BRASIL S A | $749,371 | 122,652 | 0.00% |
| SONY | SONY GROUP CORP | $743,668 | 29,049 | 0.00% |
| UGP | ULTRAPAR PARTICIPACOES SA | $707,937 | 187,807 | 0.00% |
| JBL | JABIL INC | $701,132 | 3,075 | 0.00% |
| CHRW | C H ROBINSON WORLDWIDE INC | $681,193 | 4,236 | 0.00% |
| CTRE | CARETRUST REIT INC | $676,626 | 18,712 | 0.00% |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $630,454 | 33,060 | 0.00% |
| BNR | BURNING ROCK BIOTECH LTD | $628,371 | 31,185 | 0.00% |
| SLQD | ISHARES TR | $612,625 | 12,074 | 0.00% |
| MGM | MGM RESORTS INTERNATIONAL | $605,273 | 16,590 | 0.00% |
| ICLN | ISHARES TR | $569,314 | 34,651 | 0.00% |
Added to (591)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $217.9M | 858,322 | 3.51% | +2% |
| MSFT | MICROSOFT CORP | $108.2M | 292,123 | 1.74% | +6% |
| AMZN | AMAZON COM INC | $94.5M | 453,861 | 1.52% | +7% |
| RDVY | FIRST TR EXCHANGE TRADED FD | $80.0M | 1,171,062 | 1.29% | +5% |
| CAT | CATERPILLAR INC | $67.6M | 95,444 | 1.09% | +8% |
| AVGO | BROADCOM INC | $67.5M | 218,121 | 1.09% | +4% |
| CGGR | CAPITAL GROUP GROWTH ETF | $57.9M | 1,440,378 | 0.93% | +10% |
| META | META PLATFORMS INC | $49.8M | 86,934 | 0.80% | +12% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $49.7M | 1,169,051 | 0.80% | +4% |
| NFLX | NETFLIX INC. | $46.5M | 483,439 | 0.75% | +67% |
| JNJ | JOHNSON & JOHNSON | $42.6M | 174,333 | 0.69% | +90% |
| VOO | VANGUARD INDEX FDS | $34.1M | 56,962 | 0.55% | +6% |
| SDVY | FIRST TR EXCHANGE TRADED FD | $33.6M | 852,512 | 0.54% | +14% |
| V | VISA INC | $28.8M | 95,344 | 0.46% | +3% |
| BX | BLACKSTONE INC | $28.6M | 248,639 | 0.46% | +5% |
Trimmed (445)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| ADM | ARCHER DANIELS MIDLAND CO | $232,068 | 3,188 | 0.00% | -96% |
| APP | APPLOVIN CORP | $310,042 | 779 | 0.00% | -95% |
| IGV | ISHARES TR | $924,768 | 11,553 | 0.01% | -90% |
| IBTG | ISHARES TR | $633,457 | 27,643 | 0.01% | -88% |
| IJK | ISHARES TR | $945,720 | 9,387 | 0.02% | -85% |
| TCHP | T ROWE PRICE ETF INC | $678,280 | 15,353 | 0.01% | -85% |
| ARKW | ARK ETF TR | $263,654 | 2,185 | 0.00% | -84% |
| OXY | OCCIDENTAL PETE CORP | $1.3M | 20,600 | 0.02% | -78% |
| ENSG | ENSIGN GROUP INC | $635,470 | 3,153 | 0.01% | -78% |
| BCS | BARCLAYS PLC | $738,181 | 34,890 | 0.01% | -77% |
| TMUS | T-MOBILE US INC | $917,672 | 4,367 | 0.01% | -76% |
| XLC | SELECT SECTOR SPDR TR | $1.2M | 10,946 | 0.02% | -73% |
| COWG | PACER FDS TR | $760,371 | 22,529 | 0.01% | -71% |
| UBS | UBS GROUP AG | $216,709 | 5,545 | 0.00% | -70% |
| ROK | ROCKWELL AUTOMATION INC | $1.3M | 3,613 | 0.02% | -69% |
The book
Largest 150 of 1,417 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $217.9M | 858,322 | 3.51% | — |
| NVDA | NVIDIA CORPORATION | $195.4M | 1,120,171 | 3.15% | — |
| MSFT | MICROSOFT CORP | $108.2M | 292,123 | 1.74% | — |
| AMZN | AMAZON COM INC | $94.5M | 453,861 | 1.52% | — |
| GOOGL | ALPHABET INC | $82.3M | 286,101 | 1.33% | — |
| QQQ | INVESCO QQQ TR | $80.8M | 139,784 | 1.30% | — |
| RDVY | FIRST TR EXCHANGE TRADED FD | $80.0M | 1,171,062 | 1.29% | — |
| EXMOC | EXXON MOBIL CORP | $70.2M | 413,557 | 1.13% | — |
| JPM | JPMORGAN CHASE & CO | $68.3M | 232,028 | 1.10% | — |
| HONGBP | HONEYWELL INTL INC | $68.2M | 301,881 | 1.10% | — |
| GOOG | ALPHABET INC | $67.8M | 236,351 | 1.09% | — |
| CAT | CATERPILLAR INC | $67.6M | 95,444 | 1.09% | — |
| AVGO | BROADCOM INC | $67.5M | 218,121 | 1.09% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $67.1M | 140,042 | 1.08% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $60.6M | 93,093 | 0.98% | — |
| CGGR | CAPITAL GROUP GROWTH ETF | $57.9M | 1,440,378 | 0.93% | — |
| WMT | WALMART INC | $53.6M | 431,179 | 0.86% | — |
| IVV | ISHARES TR | $52.3M | 80,037 | 0.84% | — |
| META | META PLATFORMS INC | $49.8M | 86,934 | 0.80% | — |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $49.7M | 1,169,051 | 0.80% | — |
| NFLX | NETFLIX INC. | $46.5M | 483,439 | 0.75% | — |
| GLD | SPDR GOLD TR | $44.5M | 103,335 | 0.72% | — |
| LLY | ELI LILLY & CO | $44.0M | 47,840 | 0.71% | — |
| JNJ | JOHNSON & JOHNSON | $42.6M | 174,333 | 0.69% | — |
| IWD | ISHARES TR | $38.6M | 180,495 | 0.62% | — |
| FV | FIRST TR EXCHANGE TRADED FD | $38.2M | 631,578 | 0.61% | — |
| PG | PROCTER & GAMBLE CO | $36.0M | 248,922 | 0.58% | — |
| EPD | ENTERPRISE PRODS PARTNERS L | $35.6M | 941,495 | 0.57% | — |
| MU | MICRON TECHNOLOGY INC | $34.9M | 103,159 | 0.56% | — |
| VOO | VANGUARD INDEX FDS | $34.1M | 56,962 | 0.55% | — |
| SDVY | FIRST TR EXCHANGE TRADED FD | $33.6M | 852,512 | 0.54% | — |
| PSLV | SPROTT ASSET MANAGEMENT LP | $32.7M | 1,342,573 | 0.53% | — |
| VUG | VANGUARD INDEX FDS | $31.1M | 71,245 | 0.50% | — |
| CVX | CHEVRON CORPORATION | $30.8M | 148,911 | 0.50% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $29.2M | 199,342 | 0.47% | — |
| FVD | FIRST TR EXCHANGE-TRADED FD | $29.0M | 616,506 | 0.47% | — |
| V | VISA INC | $28.8M | 95,344 | 0.46% | — |
| BX | BLACKSTONE INC | $28.6M | 248,639 | 0.46% | — |
| SSUS | STRATEGY SHS | $28.3M | 606,601 | 0.46% | — |
| VTV | VANGUARD INDEX FDS | $26.9M | 137,167 | 0.43% | — |
| FPE | FIRST TR EXCH TRADED FD III | $26.9M | 1,516,744 | 0.43% | — |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $26.7M | 536,683 | 0.43% | — |
| COST | COSTCO WHOLESALE CORPORATION | $26.2M | 26,316 | 0.42% | — |
| JEPI | J P MORGAN EXCHANGE TRADED F | $26.1M | 459,668 | 0.42% | — |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $26.0M | 1,239,210 | 0.42% | — |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $25.7M | 759,862 | 0.41% | — |
| VTI | VANGUARD INDEX FDS | $25.6M | 79,694 | 0.41% | — |
| ADI | ANALOG DEVICES INC | $24.7M | 77,539 | 0.40% | — |
| GDX | VANECK ETF TRUST | $24.6M | 268,390 | 0.40% | — |
| AMAT | APPLIED MATLS INC | $24.6M | 71,953 | 0.40% | — |
| MGK | VANGUARD WORLD FD | $24.0M | 65,414 | 0.39% | — |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $23.4M | 535,827 | 0.38% | — |
| SMH | VANECK ETF TRUST | $23.0M | 59,880 | 0.37% | — |
| TSLA | TESLA INC | $22.5M | 60,504 | 0.36% | — |
| LIN | LINDE PLC | $22.2M | 44,841 | 0.36% | — |
| DGRO | ISHARES TR | $21.6M | 307,598 | 0.35% | — |
| ET | ENERGY TRANSFER L P | $20.6M | 1,064,992 | 0.33% | — |
| ABBV | ABBVIE INC | $20.3M | 93,241 | 0.33% | — |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $19.9M | 332,972 | 0.32% | — |
| MOAT | VANECK ETF TRUST | $19.9M | 205,801 | 0.32% | — |
| MCD | MCDONALDS CORP | $19.7M | 63,474 | 0.32% | — |
| HEI | HEICO CORP NEW | $19.1M | 69,764 | 0.31% | — |
| QQQM | INVESCO EXCH TRADED FD TR II | $19.0M | 79,927 | 0.31% | — |
| BAC | BANK AMERICA CORP | $18.6M | 382,296 | 0.30% | — |
| HD | HOME DEPOT INC | $18.6M | 56,556 | 0.30% | — |
| AXP | AMERICAN EXPRESS CO | $18.6M | 61,430 | 0.30% | — |
| LRCX | LAM RESEARCH CORP | $18.5M | 86,557 | 0.30% | — |
| WBD | WARNER BROS DISCOVERY INC | $18.2M | 662,265 | 0.29% | — |
| LOW | LOWES COS INC | $17.7M | 75,016 | 0.29% | — |
| JPST | J P MORGAN EXCHANGE TRADED F | $17.6M | 347,717 | 0.28% | — |
| DIA | STATE STR SPDR DOW JONES IND | $17.5M | 37,660 | 0.28% | — |
| PHYS | SPROTT ASSET MANAGEMENT LP | $17.4M | 489,776 | 0.28% | — |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $17.3M | 678,830 | 0.28% | — |
| VCSH | VANGUARD SCOTTSDALE FDS | $17.1M | 215,895 | 0.28% | — |
| PDP | INVESCO EXCHANGE TRADED FD T | $16.9M | 139,817 | 0.27% | — |
| ORCL | ORACLE CORP | $16.8M | 114,470 | 0.27% | — |
| CRWD | CROWDSTRIKE HLDGS INC | $16.8M | 43,018 | 0.27% | — |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $16.6M | 609,326 | 0.27% | — |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $16.4M | 491,246 | 0.26% | — |
| LHX | L3HARRIS TECHNOLOGIES INC | $16.1M | 46,678 | 0.26% | — |
| PEP | PEPSICO INC | $16.1M | 103,436 | 0.26% | — |
| WFC | WELLS FARGO & CO | $16.0M | 201,564 | 0.26% | — |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $15.7M | 406,207 | 0.25% | — |
| UNP | UNION PAC CORP | $15.6M | 64,224 | 0.25% | — |
| WDC | WESTERN DIGITAL CORP | $15.3M | 56,710 | 0.25% | — |
| VO | VANGUARD INDEX FDS | $15.3M | 53,051 | 0.25% | — |
| AMD | ADVANCED MICRO DEVICES INC | $15.2M | 74,906 | 0.25% | — |
| MA | MASTERCARD INCORPORATED | $15.2M | 30,387 | 0.24% | — |
| ITA | ISHARES TR | $15.1M | 69,131 | 0.24% | — |
| RFDA | ALPS ETF TR | $15.1M | 240,976 | 0.24% | — |
| CSCO | CISCO SYS INC | $14.8M | 190,119 | 0.24% | — |
| SPLV | INVESCO EXCH TRADED FD TR II | $14.7M | 201,279 | 0.24% | — |
| TCAF | T ROWE PRICE ETF INC | $14.5M | 406,583 | 0.23% | — |
| IEZ | ISHARES TR | $14.4M | 496,046 | 0.23% | — |
| GLW | CORNING INC | $14.3M | 105,306 | 0.23% | — |
| IYJ | ISHARES TR | $14.2M | 96,392 | 0.23% | — |
| AMLP | ALPS ETF TR | $14.1M | 267,353 | 0.23% | — |
| IEF | ISHARES TR | $13.9M | 146,030 | 0.22% | — |
| IWM | ISHARES TR | $13.9M | 56,136 | 0.22% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $13.6M | 40,376 | 0.22% | — |
| TLT | ISHARES TR | $13.6M | 157,414 | 0.22% | — |
| AGG | ISHARES TR | $13.6M | 137,226 | 0.22% | — |
| SBR | SABINE RTY TR | $13.4M | 178,301 | 0.22% | — |
| IAU | ISHARES GOLD TR | $13.3M | 151,124 | 0.21% | — |
| IWF | ISHARES TR | $13.3M | 31,072 | 0.21% | — |
| ASML | ASML HLDG NV | $13.0M | 9,835 | 0.21% | — |
| SOXX | ISHARES TR | $12.9M | 39,209 | 0.21% | — |
| COP | CONOCOPHILLIPS | $12.8M | 96,883 | 0.21% | — |
| SHEL | SHELL PLC | $12.8M | 137,297 | 0.21% | — |
| RTX | RTX CORPORATION | $12.7M | 65,836 | 0.20% | — |
| MRK | MERCK & CO INC | $12.7M | 105,561 | 0.20% | — |
| FDL | FIRST TR EXCHANGE-TRADED FD | $12.5M | 246,349 | 0.20% | — |
| ABT | ABBOTT LABORATORIES | $12.5M | 121,979 | 0.20% | — |
| UNH | UNITEDHEALTH GROUP INC | $12.5M | 46,057 | 0.20% | — |
| ETN | EATON CORP PLC | $12.3M | 34,510 | 0.20% | — |
| INTC | INTEL CORP | $12.2M | 277,247 | 0.20% | — |
| WM | WASTE MGMT INC DEL | $12.2M | 52,908 | 0.20% | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $12.1M | 63,014 | 0.19% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $11.9M | 49,245 | 0.19% | — |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $11.9M | 214,264 | 0.19% | — |
| GSG | ISHARES S&P GSCI COMMODITY- | $11.8M | 365,110 | 0.19% | — |
| RFDI | FIRST TR EXCH TRADED FD III | $11.6M | 141,647 | 0.19% | — |
| QDPL | PACER FDS TR | $11.6M | 289,091 | 0.19% | — |
| NVO | NOVO-NORDISK A S | $11.6M | 315,270 | 0.19% | — |
| IAI | ISHARES TR | $11.4M | 69,694 | 0.18% | — |
| COWZ | PACER FDS TR | $11.2M | 178,936 | 0.18% | — |
| AZN | ASTRAZENECA PLC | $10.9M | 55,430 | 0.18% | — |
| VGT | VANGUARD WORLD FD | $10.8M | 15,451 | 0.17% | — |
| WSO | WATSCO INC | $10.8M | 29,563 | 0.17% | — |
| IYW | ISHARES TR | $10.7M | 59,146 | 0.17% | — |
| GE | GE AEROSPACE | $10.7M | 37,613 | 0.17% | — |
| GS | GOLDMAN SACHS GROUP INC | $10.7M | 12,594 | 0.17% | — |
| UBER | UBER TECHNOLOGIES INC | $10.5M | 146,493 | 0.17% | — |
| DE | DEERE & CO | $10.3M | 18,342 | 0.17% | — |
| BND | VANGUARD BD INDEX FDS | $10.3M | 140,117 | 0.17% | — |
| NEE | NEXTERA ENERGY INC | $10.3M | 110,995 | 0.17% | — |
| XLF | SELECT SECTOR SPDR TR | $10.2M | 207,297 | 0.16% | — |
| TPL | TEXAS PACIFIC LAND CORPORATI | $10.2M | 21,562 | 0.16% | — |
| OEF | ISHARES TR | $10.2M | 32,083 | 0.16% | — |
| GILD | GILEAD SCIENCES INC | $10.2M | 72,977 | 0.16% | — |
| PANW | PALO ALTO NETWORKS INC | $10.1M | 63,034 | 0.16% | — |
| ROST | ROSS STORES INC | $10.0M | 46,094 | 0.16% | — |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $10.0M | 107,471 | 0.16% | — |
| BLK | BLACKROCK INC | $9.9M | 10,280 | 0.16% | — |
| FDD | FIRST TR EXCHANGE-TRADED FD | $9.8M | 552,730 | 0.16% | — |
| AIRR | FIRST TR EXCHANGE TRADED FD | $9.8M | 88,487 | 0.16% | — |
| AMGN | AMGEN INC | $9.7M | 27,649 | 0.16% | — |
| IJS | ISHARES TR | $9.7M | 81,993 | 0.16% | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $9.7M | 45,110 | 0.16% | — |
| EFV | ISHARES TR | $9.6M | 129,712 | 0.16% | — |
This table is the 150 largest positions by value, out of 1,417 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 Prospera Financial Services Inc (CIK 1541625, accession 0001541625-26-000002). 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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