13F holdings
PRUDENTIAL FINANCIAL INC portfolio
Managed by . 2,401 reported positions worth $81.2B as of 2026-03-31, filed with the SEC on 2026-05-13. Parsed from the filing itself, not a reseller.
$81.2B
Book value
2,401
Positions
32%
Top 10 weight
+331
New this quarter
-138
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 43 days old on 2026-05-13, 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 (331)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| PTRB | PGIM ETF TR | $108.5M | 2,614,393 | 0.13% |
| JAN | JANUS LIVING INC | $78.2M | 3,317,262 | 0.10% |
| VSNT | VERSANT MEDIA GROUP INC | $41.7M | 1,125,933 | 0.05% |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $29.5M | 750,030 | 0.04% |
| PIPR | PIPER SANDLER COMPANIES | $19.4M | 252,788 | 0.02% |
| NIC | NICOLET BANKSHARES INC | $13.3M | 89,361 | 0.02% |
| XLRE | SELECT SECTOR SPDR TR | $12.5M | 307,116 | 0.02% |
| ALMS | ALUMIS INC | $11.9M | 538,733 | 0.01% |
| CBZ | CBIZ INC | $9.6M | 357,917 | 0.01% |
| INDV | INDIVIOR PHARMACEUTICALS INC | $8.7M | 286,100 | 0.01% |
| ASH | ASHLAND INC | $7.8M | 124,614 | 0.01% |
| IGIB | ISHARES TR | $6.8M | 127,384 | 0.01% |
| WASH | WASHINGTON TR BANCORP INC | $5.8M | 171,871 | 0.01% |
| APLSUSD | APELLIS PHARMACEUTICALS INC | $3.7M | 92,510 | 0.00% |
| ANAB | ANAPTYSBIO INC | $3.6M | 64,050 | 0.00% |
| COCO | VITA COCO CO INC | $3.5M | 72,235 | 0.00% |
| GLDD | GREAT LAKES DREDGE & DOCK CO | $3.2M | 190,030 | 0.00% |
| SPHR | SPHERE ENTERTAINMENT CO | $3.2M | 27,317 | 0.00% |
| SYRE | SPYRE THERAPEUTICS INC | $3.0M | 59,555 | 0.00% |
| LIF | LIFE360 INC | $2.9M | 71,410 | 0.00% |
| HURN | HURON CONSULTING GROUP INC | $2.8M | 22,323 | 0.00% |
| NBR | NABORS INDUSTRIES LTD | $2.7M | 31,793 | 0.00% |
| NESR | NATIONAL ENERGY SERVICES REU | $2.7M | 126,780 | 0.00% |
| IGLB | ISHARES TR | $2.7M | 54,378 | 0.00% |
| IPGP | IPG PHOTONICS CORP | $2.4M | 21,228 | 0.00% |
Closed out (138)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| XLV | SELECT SECTOR SPDR TR | $220.8M | 1,418,516 | 0.00% |
| ACWI | ISHARES TR | $21.1M | 148,900 | 0.00% |
| HPP | HUDSON PAC PPTYS INC | $17.7M | 1,637,420 | 0.00% |
| TD | TORONTO DOMINION BK ONT | $16.6M | 175,541 | 0.00% |
| B | BARRICK MNG CORP | $15.7M | 360,932 | 0.00% |
| CM | CANADIAN IMPERIAL BANK OF CO | $13.6M | 150,303 | 0.00% |
| KGC | KINROSS GOLD CORP | $13.5M | 477,734 | 0.00% |
| ESTC | ELASTIC N V | $13.3M | 176,803 | 0.00% |
| CLS | CELESTICA INC | $11.6M | 39,125 | 0.00% |
| 62C | PIPER SANDLER COMPANIES | $8.4M | 24,745 | 0.00% |
| AEM | AGNICO EAGLE MINES LTD | $8.4M | 49,470 | 0.00% |
| SHOP | SHOPIFY INC | $6.9M | 42,487 | 0.00% |
| DAY | DAYFORCE INC | $5.5M | 79,214 | 0.00% |
| 1RG | REV GROUP INC | $4.4M | 72,245 | 0.00% |
| OR | OR ROYALTIES INC. | $3.7M | 103,300 | 0.00% |
| GIB | CGI INC | $3.3M | 35,979 | 0.00% |
| RY | ROYAL BK CDA | $3.2M | 18,810 | 0.00% |
| ALEX | ALEXANDER & BALDWIN INC NEW | $2.9M | 142,503 | 0.00% |
| TGNA | TEGNA INC | $2.9M | 151,005 | 0.00% |
| NTR | NUTRIEN LTD | $2.7M | 43,033 | 0.00% |
| LINE | LINEAGE INC | $2.6M | 74,179 | 0.00% |
| IWB | ISHARES TR | $2.4M | 6,348 | 0.00% |
| BNS | BANK NOVA SCOTIA HALIFAX | $2.2M | 30,059 | 0.00% |
| FL8 | FLUSHING FINL CORP | $2.2M | 142,921 | 0.00% |
| WPM | WHEATON PRECIOUS METALS CORP | $2.1M | 18,121 | 0.00% |
Added to (1046)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| IVV | ISHARES TR | $5.2B | 7,890,999 | 6.35% | +3% |
| GOOGL | ALPHABET INC | $1.6B | 5,425,944 | 1.92% | +2% |
| LQD | ISHARES TR | $1.2B | 10,601,426 | 1.42% | +539% |
| VOO | VANGUARD INDEX FDS | $866.0M | 1,449,168 | 1.07% | +56% |
| IWD | ISHARES TR | $798.3M | 3,736,055 | 0.98% | +9% |
| PHYL | PGIM ETF TR | $685.5M | 19,794,108 | 0.84% | +48% |
| JNJ | JOHNSON & JOHNSON | $640.7M | 2,621,226 | 0.79% | +16% |
| PLD | PROLOGIS INC. | $626.2M | 4,737,823 | 0.77% | +7% |
| WELL | WELLTOWER INC | $600.2M | 3,035,898 | 0.74% | +4% |
| PCI | PGIM ETF TR | $543.4M | 10,865,000 | 0.67% | +612% |
| PCS | PGIM ETF TR | $508.0M | 10,162,000 | 0.63% | +184% |
| IEFA | ISHARES TR | $481.4M | 5,317,741 | 0.59% | +121% |
| DFCF | DIMENSIONAL ETF TRUST | $457.0M | 10,824,713 | 0.56% | +14% |
| COST | COSTCO WHOLESALE CORPORATION | $438.7M | 440,304 | 0.54% | +6% |
| ABBV | ABBVIE INC | $391.9M | 1,801,832 | 0.48% | +5% |
Trimmed (919)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| VERIS RESIDENTIAL INC | VERIS RESIDENTIAL INC | $1.6M | 83,925 | 0.00% | -98% |
| NSA* | NATIONAL STORAGE AFFILIATES | $2.0M | 52,968 | 0.00% | -98% |
| JANUS HENDERSON GROUP PL | JANUS HENDERSON GROUP PLC | $501,474 | 9,762 | 0.00% | -98% |
| XRAY | DENTSPLY SIRONA INC | $154,303 | 13,302 | 0.00% | -98% |
| KEX | KIRBY CORP | $1.8M | 13,369 | 0.00% | -97% |
| TRVI | TREVI THERAPEUTICS INC | $175,681 | 14,726 | 0.00% | -97% |
| VC | VISTEON CORP | $1.2M | 13,400 | 0.00% | -96% |
| TDUP | THREDUP INC | $49,512 | 15,095 | 0.00% | -96% |
| TEAM | ATLASSIAN CORPORATION | $258,326 | 3,785 | 0.00% | -96% |
| KD | KYNDRYL HLDGS INC | $185,661 | 14,151 | 0.00% | -94% |
| SOLS | SOLSTICE ADVANCED MATLS INC | $736,163 | 9,666 | 0.00% | -93% |
| WBS | WEBSTER FINL CORP | $689,271 | 9,929 | 0.00% | -93% |
| APPN | APPIAN CORP | $434,318 | 18,014 | 0.00% | -93% |
| PAX | PATRIA INVESTMENTS LIMITED | $187,047 | 14,845 | 0.00% | -92% |
| CNOB | CONNECTONE BANCORP INC | $206,691 | 7,721 | 0.00% | -92% |
The book
Largest 150 of 2,401 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| IVV | ISHARES TR | $5.2B | 7,890,999 | 6.35% | — |
| NVDA | NVIDIA CORPORATION | $3.8B | 21,546,569 | 4.63% | — |
| AAPL | APPLE INC | $3.4B | 13,288,804 | 4.15% | — |
| DFUS | DIMENSIONAL ETF TRUST | $3.1B | 44,074,306 | 3.85% | — |
| MSFT | MICROSOFT CORP | $2.6B | 6,950,519 | 3.17% | — |
| PAAA | PGIM ETF TR | $2.3B | 44,277,722 | 2.79% | — |
| AMZN | AMAZON COM INC | $1.7B | 8,226,360 | 2.11% | — |
| GOOGL | ALPHABET INC | $1.6B | 5,425,944 | 1.92% | — |
| AVGO | BROADCOM INC | $1.3B | 4,301,653 | 1.64% | — |
| GOOG | LPHABET INC | $1.3B | 4,390,041 | 1.55% | — |
| LQD | ISHARES TR | $1.2B | 10,601,426 | 1.42% | — |
| META | META PLATFORMS INC | $1.1B | 2,005,754 | 1.41% | — |
| PULS | PGIM ETF TR | $1.1B | 22,447,880 | 1.37% | — |
| VOO | VANGUARD INDEX FDS | $866.0M | 1,449,168 | 1.07% | — |
| TSLA | TESLA INC | $808.6M | 2,175,221 | 1.00% | — |
| IWD | ISHARES TR | $798.3M | 3,736,055 | 0.98% | — |
| EXMOC | EXXON MOBIL CORP | $710.6M | 4,188,636 | 0.88% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $702.7M | 1,466,382 | 0.87% | — |
| PHYL | PGIM ETF TR | $685.5M | 19,794,108 | 0.84% | — |
| LLY | ELI LILLY & CO | $672.9M | 731,555 | 0.83% | — |
| JPM | JPMORGAN CHASE & CO | $655.0M | 2,226,667 | 0.81% | — |
| JNJ | JOHNSON & JOHNSON | $640.7M | 2,621,226 | 0.79% | — |
| PLD | PROLOGIS INC. | $626.2M | 4,737,823 | 0.77% | — |
| WELL | WELLTOWER INC | $600.2M | 3,035,898 | 0.74% | — |
| PCI | PGIM ETF TR | $543.4M | 10,865,000 | 0.67% | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $535.0M | 2,487,625 | 0.66% | — |
| SPY | TATE STR SPDR S&P 500 ETF T | $509.8M | 783,836 | 0.63% | — |
| PCS | PGIM ETF TR | $508.0M | 10,162,000 | 0.63% | — |
| IEFA | ISHARES TR | $481.4M | 5,317,741 | 0.59% | — |
| MA | MASTERCARD INCORPORATED | $479.4M | 959,364 | 0.59% | — |
| DFCF | DIMENSIONAL ETF TRUST | $457.0M | 10,824,713 | 0.56% | — |
| COST | COSTCO WHOLESALE CORPORATION | $438.7M | 440,304 | 0.54% | — |
| DFAI | DIMENSIONAL ETF TRUST | $438.7M | 11,259,602 | 0.54% | — |
| ABBV | ABBVIE INC | $391.9M | 1,801,832 | 0.48% | — |
| MU | MICRON TECHNOLOGY INC | $385.7M | 1,141,811 | 0.48% | — |
| EQIX | EQUINIX INC | $384.1M | 391,800 | 0.47% | — |
| VNQ | VANGUARD INDEX FDS | $372.2M | 4,196,621 | 0.46% | — |
| LRCX | LAM RESEARCH CORP | $367.7M | 1,720,831 | 0.45% | — |
| CAT | CATERPILLAR INC | $367.0M | 517,958 | 0.45% | — |
| WMT | WALMART INC | $365.3M | 2,938,966 | 0.45% | — |
| CVX | CHEVRON CORPORATION | $357.8M | 1,729,357 | 0.44% | — |
| V | VISA INC | $330.8M | 1,094,401 | 0.41% | — |
| NFLX | NETFLIX INC. | $330.4M | 3,436,009 | 0.41% | — |
| C | CITIGROUP INC | $312.9M | 2,759,377 | 0.39% | — |
| MS | MORGAN STANLEY | $298.8M | 1,815,816 | 0.37% | — |
| SPG | SIMON PPTY GROUP INC NEW | $287.8M | 1,543,083 | 0.35% | — |
| VZ | VERIZON COMMUNICATIONS INC | $287.3M | 5,723,803 | 0.35% | — |
| RTX | RTX CORPORATION | $271.5M | 1,407,353 | 0.33% | — |
| GE | GE AEROSPACE | $266.2M | 937,947 | 0.33% | — |
| AMAT | APPLIED MATLS INC | $261.3M | 764,612 | 0.32% | — |
| AGG | ISHARES TR | $258.5M | 2,603,789 | 0.32% | — |
| GEV | GE VERNOVA INC | $254.3M | 291,372 | 0.31% | — |
| WFC | ELLS FARGO & CO | $250.7M | 3,148,918 | 0.31% | — |
| PG | PROCTER & GAMBLE CO | $250.1M | 1,731,264 | 0.31% | — |
| IRM | IRON MTN INC DEL | $246.8M | 2,416,063 | 0.30% | — |
| COP | ONOCOPHILLIPS | $242.4M | 1,836,134 | 0.30% | — |
| SCHW | SCHWAB CHARLES CORP | $237.9M | 2,531,834 | 0.29% | — |
| MRK | MERCK & CO INC | $236.0M | 1,962,332 | 0.29% | — |
| PM | HILIP MORRIS INTL INC | $234.8M | 1,420,224 | 0.29% | — |
| AMD | ADVANCED MICRO DEVICES INC | $232.0M | 1,140,300 | 0.29% | — |
| IWF | SHARES TR | $229.1M | 537,253 | 0.28% | — |
| UNH | UNITEDHEALTH GROUP INC | $228.6M | 844,658 | 0.28% | — |
| BNY | BANK NEW YORK MELLON CORP | $228.4M | 1,925,438 | 0.28% | — |
| CSCO | CISCO SYS INC | $227.7M | 2,935,116 | 0.28% | — |
| BKNG | BOOKING HOLDINGS INC | $218.0M | 51,782 | 0.27% | — |
| HD | HOME DEPOT INC | $214.0M | 650,699 | 0.26% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $208.8M | 1,427,147 | 0.26% | — |
| DHR | DANAHER CORP DEL | $205.9M | 1,085,914 | 0.25% | — |
| ADI | ANALOG DEVICES INC | $204.8M | 643,855 | 0.25% | — |
| BAC | BANK AMERICA CORP | $204.0M | 4,184,811 | 0.25% | — |
| T | AT&T INC | $199.8M | 6,892,629 | 0.25% | — |
| KO | COCA COLA CO | $194.5M | 2,558,163 | 0.24% | — |
| AMGN | AMGEN INC | $193.6M | 550,331 | 0.24% | — |
| EFA | ISHARES TR | $189.9M | 1,955,533 | 0.23% | — |
| DLR | DIGITAL RLTY TR INC | $189.6M | 1,052,038 | 0.23% | — |
| DIS | DISNEY WALT CO | $188.5M | 1,955,501 | 0.23% | — |
| TJX | TJX COS INC NEW | $179.4M | 1,123,610 | 0.22% | — |
| GILD | GILEAD SCIENCES INC | $177.7M | 1,275,099 | 0.22% | — |
| CVS | CVS HEALTH CORP | $176.2M | 2,453,291 | 0.22% | — |
| GS | OLDMAN SACHS GROUP INC | $174.8M | 206,648 | 0.22% | — |
| EXR | EXTRA SPACE STORAGE INC | $173.1M | 1,320,368 | 0.21% | — |
| GM | GENERAL MTRS CO | $171.7M | 2,304,094 | 0.21% | — |
| ORCL | ORACLE CORP | $169.7M | 1,153,733 | 0.21% | — |
| EMB | ISHARES TR | $168.6M | 1,795,388 | 0.21% | — |
| PFE | PFIZER INC | $167.6M | 5,968,365 | 0.21% | — |
| WDC | WESTERN DIGITAL CORP | $166.8M | 616,644 | 0.21% | — |
| AHR | AMERICAN HEALTHCARE REIT INC | $165.9M | 3,518,357 | 0.20% | — |
| UBER | BER TECHNOLOGIES INC | $165.5M | 2,300,270 | 0.20% | — |
| PEP | EPSICO INC | $164.4M | 1,058,707 | 0.20% | — |
| FR | FIRST INDL RLTY TR INC | $161.3M | 2,787,938 | 0.20% | — |
| AEP | AMERICAN ELEC PWR CO INC | $156.0M | 1,190,230 | 0.19% | — |
| GLDM | WORLD GOLD TR | $155.7M | 1,679,954 | 0.19% | — |
| SO | SOUTHERN CO | $153.5M | 1,590,591 | 0.19% | — |
| CMI | UMMINS INC | $153.2M | 284,811 | 0.19% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $152.6M | 629,587 | 0.19% | — |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $151.5M | 2,469,958 | 0.19% | — |
| GD | GENERAL DYNAMICS CORP | $150.1M | 437,341 | 0.18% | — |
| CRM | SALESFORCE INC | $147.6M | 790,846 | 0.18% | — |
| KLAC | KLA CORP | $146.2M | 99,302 | 0.18% | — |
| ADBE | ADOBE INC | $146.0M | 600,636 | 0.18% | — |
| MCD | MCDONALDS CORP | $145.5M | 468,242 | 0.18% | — |
| CAH | CARDINAL HEALTH INC | $144.8M | 685,344 | 0.18% | — |
| EQR | EQUITY RESIDENTIAL | $144.5M | 2,442,368 | 0.18% | — |
| ADC | AGREE RLTY CORP | $143.8M | 1,907,109 | 0.18% | — |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $138.0M | 4,546,120 | 0.17% | — |
| ABT | ABBOTT LABORATORIES | $136.1M | 1,326,079 | 0.17% | — |
| PH | PARKER-HANNIFIN CORP | $135.7M | 151,567 | 0.17% | — |
| HWM | HOWMET AEROSPACE INC | $134.7M | 584,516 | 0.17% | — |
| ALL | ALLSTATE CORP | $133.7M | 645,062 | 0.16% | — |
| ANET | ARISTA NETWORKS INC | $132.7M | 1,080,586 | 0.16% | — |
| ROST | ROSS STORES INC | $130.9M | 604,352 | 0.16% | — |
| CMCSA | COMCAST CORP NEW | $130.7M | 4,552,226 | 0.16% | — |
| IGSB | ISHARES TR | $129.2M | 2,457,569 | 0.16% | — |
| NEE | NEXTERA ENERGY INC | $129.1M | 1,389,661 | 0.16% | — |
| INTC | INTEL CORP | $127.6M | 2,891,523 | 0.16% | — |
| SPGI | S&P GLOBAL INC | $126.9M | 298,300 | 0.16% | — |
| MCK | MCKESSON CORP | $126.5M | 146,196 | 0.16% | — |
| MET | METLIFE INC | $126.5M | 1,788,824 | 0.16% | — |
| CIEN | CIENA CORP | $126.5M | 325,763 | 0.16% | — |
| BLK | BLACKROCK INC | $125.3M | 130,333 | 0.15% | — |
| ADSK | AUTODESK INC | $125.0M | 522,273 | 0.15% | — |
| VONG | VANGUARD SCOTTSDALE FDS | $124.1M | 1,131,214 | 0.15% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $124.1M | 252,405 | 0.15% | — |
| ISRG | INTUITIVE SURGICAL INC | $122.6M | 265,961 | 0.15% | — |
| HONGBP | HONEYWELL INTL INC | $120.8M | 534,548 | 0.15% | — |
| TER | TERADYNE INC | $118.5M | 399,582 | 0.15% | — |
| FIS | FIDELITY NATL INFORMATION SV | $118.3M | 2,520,887 | 0.15% | — |
| NEM | NEWMONT CORP | $117.9M | 1,089,485 | 0.15% | — |
| ATI | ATI INC | $117.8M | 809,970 | 0.15% | — |
| SPYG | SPDR SERIES TRUST | $117.8M | 1,203,226 | 0.15% | — |
| IRT | INDEPENDENCE RLTY TR INC | $117.1M | 7,864,880 | 0.14% | — |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $117.0M | 414,318 | 0.14% | — |
| LOW | LOWES COS INC | $111.1M | 470,214 | 0.14% | — |
| SNDK | SANDISK CORP | $110.8M | 174,357 | 0.14% | — |
| EXE | EXPAND ENERGY CORPORATION | $109.7M | 999,411 | 0.14% | — |
| KRMN | KARMAN HLDGS INC | $109.5M | 1,368,212 | 0.13% | — |
| REGN | REGENERON PHARMACEUTICALS | $108.5M | 140,491 | 0.13% | — |
| PTRB | PGIM ETF TR | $108.5M | 2,614,393 | 0.13% | — |
| APH | AMPHENOL CORP | $107.4M | 850,380 | 0.13% | — |
| BA | BOEING CO | $106.7M | 536,021 | 0.13% | — |
| CURB | CURBLINE PPTYS CORP | $106.3M | 4,122,097 | 0.13% | — |
| SGOV | ISHARES TR | $104.9M | 1,041,963 | 0.13% | — |
| MRSH | MARSH & MCLENNAN COS INC | $104.4M | 601,893 | 0.13% | — |
| DE | DEERE & CO | $104.2M | 184,984 | 0.13% | — |
| SHW | HERWIN WILLIAMS CO | $103.2M | 321,851 | 0.13% | — |
| USB | US BANCORP | $102.9M | 1,978,207 | 0.13% | — |
| FCX | REEPORT MCMORAN INC | $102.2M | 1,739,085 | 0.13% | — |
| QCOM | QUALCOMM INC | $100.8M | 782,610 | 0.12% | — |
| PCG | PG&E CORP | $100.5M | 5,721,712 | 0.12% | — |
| TXN | TEXAS INSTRS INC | $99.9M | 514,815 | 0.12% | — |
This table is the 150 largest positions by value, out of 2,401 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 PRUDENTIAL FINANCIAL INC (CIK 1137774, accession 0001137774-26-000107). 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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