13F holdings
Quantinno Capital Management LP portfolio
Managed by . 3,281 reported positions worth $59.9B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
$59.9B
Book value
3,281
Positions
23%
Top 10 weight
+238
New this quarter
-101
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 45 days old on 2026-05-15, 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 (238)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $46.2M | 235,094 | 0.08% |
| AMCR | AMCOR PLC | $19.9M | 501,089 | 0.03% |
| PNFP | PINNACLE FINL PARTNERS INC | $19.6M | 227,891 | 0.03% |
| QGEN | QIAGEN NV | $5.3M | 132,392 | 0.01% |
| KAT | ADVISORS SER TR | $4.5M | 83,107 | 0.01% |
| PIPR | PIPER SANDLER COMPANIES | $4.4M | 57,202 | 0.01% |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $3.2M | 48,487 | 0.01% |
| SUSL | ISHARES TR | $2.9M | 25,165 | 0.00% |
| BLSH | BULLISH | $2.5M | 68,778 | 0.00% |
| VSNT | VERSANT MEDIA GROUP INC | $2.4M | 64,292 | 0.00% |
| FENI | FIDELITY COVINGTON TRUST | $2.2M | 60,346 | 0.00% |
| MIAX | MIAMI INTL HLDGS INC | $2.2M | 55,487 | 0.00% |
| LGLV | SPDR SERIES TRUST | $2.1M | 12,062 | 0.00% |
| SDGR | SCHRODINGER INC | $2.0M | 174,095 | 0.00% |
| CBC | CENTRAL BANCOMPANY | $1.9M | 81,075 | 0.00% |
| NLR | VANECK ETF TRUST | $1.8M | 13,587 | 0.00% |
| RSI | RUSH STREET INTERACTIVE INC | $1.8M | 81,321 | 0.00% |
| HTFL | HEARTFLOW INC | $1.7M | 71,271 | 0.00% |
| PRCT | PROCEPT BIOROBOTICS CORP | $1.7M | 67,700 | 0.00% |
| VOYG | VOYAGER TECHNOLOGIES INC | $1.6M | 69,040 | 0.00% |
| BULL | WEBULL CORP | $1.6M | 330,062 | 0.00% |
| URA | GLOBAL X FDS | $1.5M | 31,965 | 0.00% |
| NAVN | NAVAN INC | $1.5M | 115,647 | 0.00% |
| JPST | J P MORGAN EXCHANGE TRADED F | $1.5M | 30,069 | 0.00% |
| FLY | FIREFLY AEROSPACE INC | $1.4M | 50,263 | 0.00% |
Closed out (101)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $34.7M | 377,113 | 0.00% |
| JAMF | JAMF HLDG CORP | $26.9M | 2,070,803 | 0.00% |
| MEAR | ISHARES U S ETF TR | $15.5M | 307,365 | 0.00% |
| CMA | COMERICA INC | $15.0M | 172,884 | 0.00% |
| PINNACLE FINL PARTNERS I | PINNACLE FINL PARTNERS INC | $15.0M | 156,815 | 0.00% |
| AMCR | AMCOR PLC | $13.2M | 1,587,771 | 0.00% |
| 8QR | CONFLUENT INC | $12.8M | 421,644 | 0.00% |
| SYU1 | SYNOVUS FINL CORP | $10.4M | 208,325 | 0.00% |
| QGEN | QIAGEN NV | $10.1M | 222,836 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $9.9M | 22,302 | 0.00% |
| EXK | EXACT SCIENCES CORP | $5.6M | 54,730 | 0.00% |
| DAY | DAYFORCE INC | $4.7M | 68,480 | 0.00% |
| FYBR | FRONTIER COMMUNICATIONS PARE | $4.6M | 121,132 | 0.00% |
| CIVI | CIVITAS RESOURCES INC | $2.3M | 85,895 | 0.00% |
| THS | TREEHOUSE FOODS INC | $2.2M | 93,761 | 0.00% |
| PCH | POTLATCHDELTIC CORPORATION | $1.9M | 48,856 | 0.00% |
| 62C | PIPER SANDLER COMPANIES | $1.7M | 5,092 | 0.00% |
| CIO | CITY OFFICE REIT INC | $1.2M | 177,732 | 0.00% |
| 9HI | HILLENBRAND INC | $1.2M | 39,087 | 0.00% |
| FRGE | FORGE GLOBAL HOLDINGS INC | $1.2M | 26,321 | 0.00% |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $1.1M | 87,593 | 0.00% |
| PLYM | PLYMOUTH INDL REIT INC | $1.1M | 51,428 | 0.00% |
| MOFG | MIDWESTONE FINL GROUP INC NE | $1.1M | 27,659 | 0.00% |
| TGNA | TEGNA INC | $949,264 | 48,905 | 0.00% |
| AVDL | AVADEL PHARMACEUTICALS PLC | $896,717 | 41,611 | 0.00% |
Added to (2510)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $3.4B | 19,491,358 | 5.68% | +24% |
| AAPL | APPLE INC | $3.0B | 11,761,522 | 4.99% | +23% |
| MSFT | MICROSOFT CORP | $1.5B | 4,078,708 | 2.52% | +14% |
| AMZN | AMAZON COM INC | $1.1B | 5,242,729 | 1.82% | +18% |
| GOOGL | ALPHABET INC | $1.1B | 3,790,200 | 1.82% | +20% |
| GOOG | ALPHABET INC | $904.7M | 3,153,752 | 1.51% | +25% |
| META | META PLATFORMS INC | $863.9M | 1,510,047 | 1.44% | +16% |
| AVGO | BROADCOM INC | $722.8M | 2,335,407 | 1.21% | +20% |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $590.6M | 1,232,379 | 0.99% | +30% |
| TSLA | TESLA INC | $542.7M | 1,459,898 | 0.91% | +25% |
| SPY | STATE STR SPDR S&P 500 ETF T | $510.8M | 785,441 | 0.85% | +51% |
| JPM | JPMORGAN CHASE & CO | $466.9M | 1,587,358 | 0.78% | +23% |
| VOO | VANGUARD INDEX FDS | $411.2M | 688,106 | 0.69% | +11% |
| EXMOC | EXXON MOBIL CORP | $406.9M | 2,398,418 | 0.68% | +22% |
| LLY | ELI LILLY & CO | $399.1M | 433,880 | 0.67% | +17% |
Trimmed (419)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| TAFI | AB ACTIVE ETFS INC | $301,275 | 11,964 | 0.00% | -96% |
| WPP | WPP PLC NEW | $257,255 | 16,543 | 0.00% | -89% |
| SHC | SOTERA HEALTH CO | $2.8M | 197,372 | 0.00% | -86% |
| RGP | RESOURCES CONNECTION INC | $116,306 | 31,181 | 0.00% | -84% |
| CABO | CABLE ONE INC | $2.8M | 30,392 | 0.00% | -82% |
| RXRX | RECURSION PHARMACEUTICALS IN | $31,707 | 10,328 | 0.00% | -81% |
| UWMC | UWM HOLDINGS CORPORATION | $433,424 | 119,730 | 0.00% | -80% |
| GBIL | GOLDMAN SACHS ETF TR | $5.0M | 49,499 | 0.01% | -79% |
| LYG | LLOYDS BANKING GROUP PLC | $80,122 | 15,928 | 0.00% | -77% |
| CRD/A | CRAWFORD & CO | $132,691 | 13,309 | 0.00% | -75% |
| AVD | AMERICAN VANGUARD CORP | $35,677 | 14,328 | 0.00% | -74% |
| ERII | ENERGY RECOVERY INC | $124,173 | 12,331 | 0.00% | -74% |
| BLMN | BLOOMIN BRANDS INC | $151,693 | 28,091 | 0.00% | -72% |
| SPOK | SPOK HLDGS INC | $285,040 | 26,150 | 0.00% | -72% |
| GLOB | GLOBANT S A | $5.9M | 127,079 | 0.01% | -68% |
The book
Largest 150 of 3,281 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $3.4B | 19,491,358 | 5.68% | — |
| AAPL | APPLE INC | $3.0B | 11,761,522 | 4.99% | — |
| MSFT | MICROSOFT CORP | $1.5B | 4,078,708 | 2.52% | — |
| AMZN | AMAZON COM INC | $1.1B | 5,242,729 | 1.82% | — |
| GOOGL | ALPHABET INC | $1.1B | 3,790,200 | 1.82% | — |
| GOOG | ALPHABET INC | $904.7M | 3,153,752 | 1.51% | — |
| META | META PLATFORMS INC | $863.9M | 1,510,047 | 1.44% | — |
| AVGO | BROADCOM INC | $722.8M | 2,335,407 | 1.21% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $590.6M | 1,232,379 | 0.99% | — |
| TSLA | TESLA INC | $542.7M | 1,459,898 | 0.91% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $510.8M | 785,441 | 0.85% | — |
| JPM | JPMORGAN CHASE & CO | $466.9M | 1,587,358 | 0.78% | — |
| VOO | VANGUARD INDEX FDS | $411.2M | 688,106 | 0.69% | — |
| EXMOC | EXXON MOBIL CORP | $406.9M | 2,398,418 | 0.68% | — |
| LLY | ELI LILLY & CO | $399.1M | 433,880 | 0.67% | — |
| JNJ | JOHNSON & JOHNSON | $393.1M | 1,608,028 | 0.66% | — |
| WMT | WALMART INC | $358.4M | 2,883,741 | 0.60% | — |
| COST | COSTCO WHOLESALE CORPORATION | $297.9M | 298,945 | 0.50% | — |
| VTI | VANGUARD INDEX FDS | $288.8M | 900,091 | 0.48% | — |
| RDDT | REDDIT INC | $283.8M | 2,107,630 | 0.47% | — |
| IVV | ISHARES TR | $281.3M | 430,601 | 0.47% | — |
| V | VISA INC | $269.0M | 890,097 | 0.45% | — |
| LRCX | LAM RESEARCH CORP | $227.3M | 1,063,637 | 0.38% | — |
| CSCO | CISCO SYS INC | $219.0M | 2,823,100 | 0.37% | — |
| CAT | CATERPILLAR INC | $218.6M | 308,530 | 0.37% | — |
| MA | MASTERCARD INCORPORATED | $212.8M | 425,950 | 0.36% | — |
| NFLX | NETFLIX INC. | $211.6M | 2,201,003 | 0.35% | — |
| ABBV | ABBVIE INC | $207.1M | 952,090 | 0.35% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $204.6M | 1,398,625 | 0.34% | — |
| PG | PROCTER & GAMBLE CO | $198.3M | 1,372,590 | 0.33% | — |
| MU | MICRON TECHNOLOGY INC | $197.0M | 583,119 | 0.33% | — |
| ABNB | AIRBNB INC | $189.7M | 1,502,280 | 0.32% | — |
| RTX | RTX CORPORATION | $186.9M | 968,655 | 0.31% | — |
| CVX | CHEVRON CORPORATION | $186.1M | 899,637 | 0.31% | — |
| GS | GOLDMAN SACHS GROUP INC | $180.3M | 213,132 | 0.30% | — |
| BAC | BANK AMERICA CORP | $170.9M | 3,505,085 | 0.29% | — |
| C | CITIGROUP INC | $169.8M | 1,497,577 | 0.28% | — |
| QQQ | INVESCO QQQ TR | $164.5M | 285,012 | 0.27% | — |
| MCD | MCDONALDS CORP | $162.7M | 523,540 | 0.27% | — |
| AMAT | APPLIED MATLS INC | $161.3M | 471,966 | 0.27% | — |
| MRK | MERCK & CO INC | $160.4M | 1,333,289 | 0.27% | — |
| HD | HOME DEPOT INC | $157.2M | 478,109 | 0.26% | — |
| VT | VANGUARD INTL EQUITY INDEX F | $152.6M | 1,103,217 | 0.25% | — |
| MS | MORGAN STANLEY | $151.0M | 917,669 | 0.25% | — |
| SSD | SIMPSON MFG INC | $147.2M | 857,918 | 0.25% | — |
| MNST | MONSTER BEVERAGE CORP NEW | $146.9M | 2,026,932 | 0.25% | — |
| AMD | ADVANCED MICRO DEVICES INC | $146.5M | 720,251 | 0.24% | — |
| GD | GENERAL DYNAMICS CORP | $139.4M | 406,153 | 0.23% | — |
| GE | GE AEROSPACE | $139.0M | 489,860 | 0.23% | — |
| ANET | ARISTA NETWORKS INC | $137.7M | 1,121,903 | 0.23% | — |
| CRUS | CIRRUS LOGIC INC | $136.3M | 942,207 | 0.23% | — |
| CF | CF INDUSTRIES HOLD | $136.0M | 1,047,210 | 0.23% | — |
| TJX | TJX COS INC NEW | $128.8M | 806,394 | 0.22% | — |
| AMGN | AMGEN INC | $128.3M | 364,725 | 0.21% | — |
| ORCL | ORACLE CORP | $128.3M | 871,880 | 0.21% | — |
| CMI | CUMMINS INC | $126.9M | 235,788 | 0.21% | — |
| KLAC | KLA CORP | $125.9M | 85,527 | 0.21% | — |
| PM | PHILIP MORRIS INTL INC | $124.7M | 753,976 | 0.21% | — |
| CL | COLGATE PALMOLIVE CO | $123.5M | 1,449,131 | 0.21% | — |
| FIVE | FIVE BELOW INC | $119.3M | 522,234 | 0.20% | — |
| KO | COCA COLA CO | $117.7M | 1,547,253 | 0.20% | — |
| CCK | CROWN HLDGS INC | $116.0M | 1,156,902 | 0.19% | — |
| HWM | HOWMET AEROSPACE INC | $115.5M | 501,353 | 0.19% | — |
| TXG | 10X GENOMICS INC | $114.9M | 5,411,761 | 0.19% | — |
| RL | RALPH LAUREN CORP | $113.1M | 328,660 | 0.19% | — |
| GEV | GE VERNOVA INC | $111.8M | 128,022 | 0.19% | — |
| LIN | LINDE PLC | $111.3M | 224,522 | 0.19% | — |
| CW | CURTISS WRIGHT CORP | $111.1M | 163,178 | 0.19% | — |
| CLH | CLEAN HARBORS INC | $109.2M | 380,945 | 0.18% | — |
| UNH | UNITEDHEALTH GROUP INC | $107.5M | 397,361 | 0.18% | — |
| BKNG | BOOKING HOLDINGS INC | $105.3M | 25,016 | 0.18% | — |
| INGR | INGREDION INC | $104.9M | 930,771 | 0.18% | — |
| WFC | WELLS FARGO & CO | $104.7M | 1,315,171 | 0.17% | — |
| ISRG | INTUITIVE SURGICAL INC | $103.5M | 224,448 | 0.17% | — |
| EXPE | EXPEDIA GROUP INC | $102.9M | 445,791 | 0.17% | — |
| ALSN | ALLISON TRANSMISSION HLDGS I | $101.6M | 867,787 | 0.17% | — |
| APP | APPLOVIN CORP | $100.3M | 251,891 | 0.17% | — |
| CVS | CVS HEALTH CORP | $100.1M | 1,393,802 | 0.17% | — |
| JBL | JABIL INC | $99.6M | 375,108 | 0.17% | — |
| PEP | PEPSICO INC | $99.1M | 637,889 | 0.17% | — |
| JBHT | HUNT J B TRANS SVCS INC | $98.9M | 466,847 | 0.17% | — |
| CASY | CASEYS GEN STORES INC | $98.8M | 135,697 | 0.17% | — |
| DASH | DOORDASH INC | $98.4M | 655,095 | 0.16% | — |
| ECL | ECOLAB INC | $95.8M | 360,273 | 0.16% | — |
| HOOD | ROBINHOOD MKTS INC | $94.3M | 1,360,977 | 0.16% | — |
| CRM | SALESFORCE INC | $94.1M | 504,355 | 0.16% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $93.6M | 277,013 | 0.16% | — |
| LHX | L3HARRIS TECHNOLOGIES INC | $93.5M | 271,021 | 0.16% | — |
| T | AT&T INC | $93.5M | 3,223,813 | 0.16% | — |
| CMCSA | COMCAST CORP NEW | $93.4M | 3,251,923 | 0.16% | — |
| SCHW | SCHWAB CHARLES CORP | $93.2M | 991,262 | 0.16% | — |
| OHI | OMEGA HEALTHCARE INVS INC | $93.2M | 2,125,931 | 0.16% | — |
| JCI | JOHNSON CONTROLS INTERNATION | $93.2M | 711,364 | 0.16% | — |
| MAS | MASCO CORP | $93.1M | 1,542,720 | 0.16% | — |
| LOW | LOWES COS INC | $93.1M | 393,883 | 0.16% | — |
| EGP | EASTGROUP PPTYS INC | $92.8M | 501,286 | 0.16% | — |
| ADI | ANALOG DEVICES INC | $92.6M | 291,061 | 0.15% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $92.5M | 188,243 | 0.15% | — |
| ADSK | AUTODESK INC | $92.3M | 385,572 | 0.15% | — |
| SBUX | STARBUCKS CORP | $92.2M | 1,029,531 | 0.15% | — |
| ESS | ESSEX PPTY TR INC | $92.2M | 381,042 | 0.15% | — |
| GILD | GILEAD SCIENCES INC | $92.2M | 661,397 | 0.15% | — |
| SNA | SNAP ON INC | $92.2M | 253,770 | 0.15% | — |
| WDC | WESTERN DIGITAL CORP | $91.6M | 338,635 | 0.15% | — |
| AXP | AMERICAN EXPRESS CO | $91.6M | 302,722 | 0.15% | — |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $91.2M | 323,092 | 0.15% | — |
| BNY | BANK NEW YORK MELLON CORP | $91.1M | 768,124 | 0.15% | — |
| ACN | ACCENTURE PLC IRELAND | $91.1M | 459,190 | 0.15% | — |
| APH | AMPHENOL CORP | $90.8M | 718,905 | 0.15% | — |
| QCOM | QUALCOMM INC | $90.7M | 704,202 | 0.15% | — |
| HCA | HCA HEALTHCARE INC | $90.6M | 191,541 | 0.15% | — |
| TNL | TRAVEL PLUS LEISURE CO | $90.3M | 1,305,515 | 0.15% | — |
| SHW | SHERWIN WILLIAMS CO | $90.3M | 281,618 | 0.15% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $89.8M | 125 | 0.15% | — |
| ED | CONSOLIDATED EDISON INC | $89.5M | 790,832 | 0.15% | — |
| TPR | TAPESTRY INC | $89.5M | 633,973 | 0.15% | — |
| NEE | NEXTERA ENERGY INC | $87.9M | 946,616 | 0.15% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $87.3M | 360,342 | 0.15% | — |
| HONGBP | HONEYWELL INTL INC | $86.5M | 382,835 | 0.14% | — |
| LAMR | LAMAR ADVERTISING CO | $85.8M | 677,202 | 0.14% | — |
| COP | CONOCOPHILLIPS | $85.8M | 649,744 | 0.14% | — |
| MTCH | MATCH GROUP INC NEW | $85.0M | 2,767,251 | 0.14% | — |
| INTU | INTUIT | $84.8M | 196,077 | 0.14% | — |
| ST | SENSATA TECHNOLOGIES HLDG PL | $84.6M | 2,402,063 | 0.14% | — |
| ETN | EATON CORP PLC | $84.3M | 235,668 | 0.14% | — |
| TXN | TEXAS INSTRS INC | $83.9M | 432,136 | 0.14% | — |
| ZM | ZOOM COMMUNICATIONS INC | $83.5M | 1,038,312 | 0.14% | — |
| DE | DEERE & CO | $82.7M | 146,849 | 0.14% | — |
| WM | WASTE MGMT INC DEL | $82.6M | 359,478 | 0.14% | — |
| COF | CAPITAL ONE FINL CORP | $82.3M | 451,168 | 0.14% | — |
| TSN | TYSON FOODS INC | $82.2M | 1,282,438 | 0.14% | — |
| GWW | WW GRAINGER INC | $82.2M | 75,318 | 0.14% | — |
| ULTA | ULTA BEAUTY INC | $81.7M | 156,258 | 0.14% | — |
| TWLO | TWILIO INC | $81.6M | 648,882 | 0.14% | — |
| GRMN | GARMIN LTD | $81.5M | 351,241 | 0.14% | — |
| EBAY | EBAY INC. | $81.5M | 894,945 | 0.14% | — |
| ORLY | OREILLY AUTOMOTIVE INC | $81.4M | 882,175 | 0.14% | — |
| MSCI | MSCI INC | $80.4M | 149,134 | 0.13% | — |
| MPWR | MONOLITHIC PWR SYS INC | $79.6M | 72,771 | 0.13% | — |
| VZ | VERIZON COMMUNICATIONS INC | $79.2M | 1,578,607 | 0.13% | — |
| ASML | ASML HLDG NV | $79.2M | 59,978 | 0.13% | — |
| DLTR | DOLLAR TREE INC | $79.2M | 723,031 | 0.13% | — |
| CFG | CITIZENS FINL GROUP INC | $78.6M | 1,311,269 | 0.13% | — |
| EPR | EPR PPTYS | $78.6M | 1,572,738 | 0.13% | — |
| UNP | UNION PAC CORP | $78.3M | 322,529 | 0.13% | — |
| TMUS | T-MOBILE US INC | $78.2M | 372,387 | 0.13% | — |
| UBER | UBER TECHNOLOGIES INC | $78.1M | 1,086,224 | 0.13% | — |
| DWDPEUR | DUPONT DE NEMOURS INC | $77.8M | 1,697,761 | 0.13% | — |
| DUK | DUKE ENERGY CORP NEW | $77.6M | 592,879 | 0.13% | — |
| TGT | TARGET CORP | $77.5M | 639,190 | 0.13% | — |
This table is the 150 largest positions by value, out of 3,281 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 16 options positions with a combined notional of $65.3M. 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 Quantinno Capital Management LP (CIK 1759654, accession 0001759654-26-000004). 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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