13F holdings
RAYMOND JAMES FINANCIAL INC portfolio
Managed by . 5,172 reported positions worth $324.2B as of 2026-03-31, filed with the SEC on 2026-05-14. Parsed from the filing itself, not a reseller.
$324.2B
Book value
5,172
Positions
21%
Top 10 weight
+310
New this quarter
-198
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 44 days old on 2026-05-14, 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 (310)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $342.6M | 1,736,955 | 0.11% |
| AMCR | AMCOR PLC | $89.9M | 2,261,697 | 0.03% |
| PNFP | PINNACLE FINL PARTNERS INC | $29.4M | 340,777 | 0.01% |
| IDEQ | LAZARD ACTIVE ETF TR | $21.1M | 663,484 | 0.01% |
| ORCL 6.5 01/15/29 D | ORACLE CORP | $14.5M | 322,311 | 0.00% |
| FISI | FINANCIAL INSTITUTIONS INC | $11.1M | 349,028 | 0.00% |
| QGEN | QIAGEN NV | $10.5M | 261,656 | 0.00% |
| PIPR | PIPER SANDLER COMPANIES | $10.2M | 133,842 | 0.00% |
| PBQQ | PGIM ROCK ETF TR | $10.0M | 352,651 | 0.00% |
| GRDN | GUARDIAN PHARMACY SVCS INC | $9.7M | 261,019 | 0.00% |
| VSEC | VSE CORP | $8.6M | 46,794 | 0.00% |
| FPS | FORGENT POWER SOLUTIONS INC | $7.7M | 261,868 | 0.00% |
| HDGE | ADVISORSHARES TR | $7.0M | 391,605 | 0.00% |
| SEPI | SCM TRUST | $6.9M | 275,346 | 0.00% |
| MFSB | MFS ACTIVE EXCHANGE TRADED F | $6.5M | 262,631 | 0.00% |
| VSNT | VERSANT MEDIA GROUP INC | $6.5M | 175,940 | 0.00% |
| WHR 8.5 02/15/29 A | WHIRLPOOL CORP | $6.5M | 157,719 | 0.00% |
| CRAK | VANECK ETF TRUST | $6.4M | 129,076 | 0.00% |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $5.4M | 82,993 | 0.00% |
| NRIX | NURIX THERAPEUTICS INC | $5.2M | 353,733 | 0.00% |
| SETM | SPROTT FDS TR | $4.9M | 148,448 | 0.00% |
| APC | ARKO PETE CORP | $4.8M | 266,582 | 0.00% |
| RZV | INVESCO EXCHANGE TRADED FD T | $4.7M | 37,684 | 0.00% |
| MBBA | BLACKROCK ETF TRUST II | $4.6M | 92,512 | 0.00% |
| IBIF | ISHARES TR | $4.4M | 168,408 | 0.00% |
Closed out (198)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $406.9M | 4,418,771 | 0.00% |
| AMCR | AMCOR PLC | $59.6M | 7,142,270 | 0.00% |
| PINNACLE FINL PARTNERS I | PINNACLE FINL PARTNERS INC | $22.5M | 235,333 | 0.00% |
| NGDN | NEW GOLD INC CDA | $19.0M | 2,184,618 | 0.00% |
| CADE | CADENCE BANK | $16.4M | 382,671 | 0.00% |
| XBXMX | NUVEEN S&P 500 BUY-WRITE INC | $15.5M | 1,051,368 | 0.00% |
| QGEN | QIAGEN NV | $11.4M | 253,706 | 0.00% |
| XDIAX | NUVEEN DOW 30 DYNMC OVERWRT | $11.1M | 729,615 | 0.00% |
| CMA | COMERICA INC | $9.7M | 111,601 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $9.7M | 21,662 | 0.00% |
| EXK | EXACT SCIENCES CORP | $9.4M | 92,671 | 0.00% |
| MNDY | MONDAY COM LTD | $9.3M | 63,530 | 0.00% |
| 62C | PIPER SANDLER COMPANIES | $8.2M | 24,011 | 0.00% |
| ACLXGBX | ARCELLX INC | $7.8M | 122,346 | 0.00% |
| XMVFX | BLACKROCK MUNIVEST FD INC | $7.3M | 1,060,419 | 0.00% |
| XMQTX | BLACKROCK MUNIYIELD QUALITY | $6.9M | 689,178 | 0.00% |
| SYU1 | SYNOVUS FINL CORP | $6.2M | 124,777 | 0.00% |
| SLAB | SILICON LABORATORIES INC | $5.9M | 44,718 | 0.00% |
| RNAGBP | AVIDITY BIOSCIENCES INC | $4.1M | 57,078 | 0.00% |
| SMLRUSD | SEMLER SCIENTIFIC INC | $3.7M | 243,059 | 0.00% |
| PCH | POTLATCHDELTIC CORPORATION | $3.5M | 88,110 | 0.00% |
| KENNEDY-WILSON HOLDINGS | KENNEDY-WILSON HOLDINGS INC | $3.1M | 322,187 | 0.00% |
| INSP | INSPIRE MED SYS INC | $2.8M | 30,622 | 0.00% |
| GLDD | GREAT LAKES DREDGE & DOCK CO | $2.5M | 187,527 | 0.00% |
| LOWV | AB ACTIVE ETFS INC | $2.4M | 30,526 | 0.00% |
Added to (2636)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $18.3B | 30,640,543 | 5.65% | +4% |
| AGG | ISHARES TR | $8.8B | 88,714,666 | 2.72% | +5% |
| MSFT | MICROSOFT CORP | $6.6B | 17,738,222 | 2.02% | +3% |
| NVDA | NVIDIA CORPORATION | $6.1B | 35,046,094 | 1.88% | +1% |
| AVGO | BROADCOM INC | $5.0B | 16,286,649 | 1.55% | +1% |
| AMZN | AMAZON COM INC | $4.4B | 21,213,148 | 1.36% | +1% |
| IEFA | ISHARES TR | $4.0B | 44,654,401 | 1.25% | +3% |
| IVV | ISHARES TR | $3.0B | 4,551,199 | 0.92% | +4% |
| IJH | ISHARES TR | $2.5B | 36,437,011 | 0.76% | +2% |
| QQQ | INVESCO QQQ TR | $2.4B | 4,083,654 | 0.73% | +4% |
| META | META PLATFORMS INC | $2.2B | 3,868,055 | 0.68% | +5% |
| VO | VANGUARD INDEX FDS | $2.2B | 7,515,492 | 0.67% | +5% |
| ABBV | ABBVIE INC | $2.1B | 9,604,349 | 0.64% | +2% |
| ETN | EATON CORP PLC | $2.0B | 5,515,091 | 0.61% | +3% |
| HD | HOME DEPOT INC | $1.9B | 5,840,346 | 0.59% | +2% |
Trimmed (1769)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| APOC | INNOVATOR ETFS TRUST | $425,599 | 16,664 | 0.00% | -99% |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $106,484 | 16,183 | 0.00% | -99% |
| GTM | ZOOMINFO TECHNOLOGIES INC | $60,338 | 10,090 | 0.00% | -99% |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $1.2M | 57,185 | 0.00% | -97% |
| CWAN | CLEARWATER ANALYTICS HLDGS I | $1.3M | 55,417 | 0.00% | -97% |
| PEN | PENUMBRA INC | $2.6M | 7,841 | 0.00% | -95% |
| AOK | ISHARES TR | $903,391 | 22,647 | 0.00% | -94% |
| KOS | KOSMOS ENERGY LTD | $142,831 | 51,378 | 0.00% | -94% |
| STKL | SUNOPTA INC | $80,339 | 12,398 | 0.00% | -93% |
| GDMN | WISDOMTREE TR | $265,092 | 2,620 | 0.00% | -92% |
| GDE | WISDOMTREE TR | $276,949 | 4,403 | 0.00% | -92% |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $3.2M | 94,537 | 0.00% | -92% |
| ANGX | ANGEL STUDIOS INC | $105,225 | 34,500 | 0.00% | -92% |
| PDD | PDD HOLDINGS INC | $357,937 | 3,503 | 0.00% | -91% |
| IWLG | NEW YORK LIFE INVTS ACTIVE E | $570,540 | 11,956 | 0.00% | -91% |
The book
Largest 150 of 5,172 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $18.3B | 30,640,543 | 5.65% | — |
| AGG | ISHARES TR | $8.8B | 88,714,666 | 2.72% | — |
| AAPL | APPLE INC | $7.6B | 30,138,239 | 2.36% | — |
| MSFT | MICROSOFT CORP | $6.6B | 17,738,222 | 2.02% | — |
| NVDA | NVIDIA CORPORATION | $6.1B | 35,046,094 | 1.88% | — |
| AVGO | BROADCOM INC | $5.0B | 16,286,649 | 1.55% | — |
| AMZN | AMAZON COM INC | $4.4B | 21,213,148 | 1.36% | — |
| JPM | JPMORGAN CHASE & CO | $4.3B | 14,483,337 | 1.31% | — |
| IEFA | ISHARES TR | $4.0B | 44,654,401 | 1.25% | — |
| GOOGL | ALPHABET INC | $3.8B | 13,153,137 | 1.17% | — |
| WMT | WALMART INC | $3.0B | 24,130,868 | 0.92% | — |
| IVV | ISHARES TR | $3.0B | 4,551,199 | 0.92% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.9B | 4,529,491 | 0.91% | — |
| JNJ | JOHNSON & JOHNSON | $2.5B | 10,238,839 | 0.77% | — |
| IJH | ISHARES TR | $2.5B | 36,437,011 | 0.76% | — |
| QQQ | INVESCO QQQ TR | $2.4B | 4,083,654 | 0.73% | — |
| META | META PLATFORMS INC | $2.2B | 3,868,055 | 0.68% | — |
| GOOG | ALPHABET INC | $2.2B | 7,549,113 | 0.67% | — |
| VO | VANGUARD INDEX FDS | $2.2B | 7,515,492 | 0.67% | — |
| ABBV | ABBVIE INC | $2.1B | 9,604,349 | 0.64% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.0B | 4,235,650 | 0.63% | — |
| ETN | EATON CORP PLC | $2.0B | 5,515,091 | 0.61% | — |
| HD | HOME DEPOT INC | $1.9B | 5,840,346 | 0.59% | — |
| IJR | ISHARES TR | $1.8B | 14,138,727 | 0.54% | — |
| VTV | VANGUARD INDEX FDS | $1.7B | 8,736,451 | 0.53% | — |
| V | VISA INC | $1.7B | 5,506,658 | 0.51% | — |
| VUG | VANGUARD INDEX FDS | $1.6B | 3,575,213 | 0.48% | — |
| ADI | ANALOG DEVICES INC | $1.5B | 4,865,859 | 0.48% | — |
| CVX | CHEVRON CORPORATION | $1.5B | 7,281,963 | 0.47% | — |
| LLY | ELI LILLY & CO | $1.5B | 1,625,655 | 0.46% | — |
| VZ | VERIZON COMMUNICATIONS INC | $1.5B | 29,333,458 | 0.45% | — |
| MSI | MOTOROLA SOLUTIONS INC | $1.5B | 3,363,408 | 0.45% | — |
| IWF | ISHARES TR | $1.4B | 3,389,212 | 0.45% | — |
| EXMOC | EXXON MOBIL CORP | $1.4B | 8,490,149 | 0.44% | — |
| MPC | MARATHON PETE CORP | $1.4B | 5,773,769 | 0.43% | — |
| COST | COSTCO WHOLESALE CORPORATION | $1.4B | 1,403,778 | 0.43% | — |
| IEMG | ISHARES INC | $1.4B | 19,905,325 | 0.43% | — |
| CB | CHUBB LTD SWITZ | $1.3B | 4,066,212 | 0.41% | — |
| USMV | ISHARES TR | $1.3B | 14,250,677 | 0.41% | — |
| CME | CME GROUP INC | $1.3B | 4,374,832 | 0.40% | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.2B | 5,720,946 | 0.38% | — |
| VTEB | VANGUARD MUN BD FDS | $1.2B | 24,433,775 | 0.38% | — |
| NEE | NEXTERA ENERGY INC | $1.2B | 13,090,611 | 0.37% | — |
| IWD | ISHARES TR | $1.2B | 5,512,527 | 0.36% | — |
| VYM | VANGUARD WHITEHALL FDS | $1.1B | 7,617,263 | 0.35% | — |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1.1B | 25,834,967 | 0.34% | — |
| UNP | UNION PAC CORP | $1.1B | 4,398,367 | 0.33% | — |
| XLK | SELECT SECTOR SPDR TR | $1.1B | 7,922,658 | 0.32% | — |
| GLD | SPDR GOLD TR | $1.0B | 2,407,083 | 0.32% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $1.0B | 15,686,207 | 0.31% | — |
| KO | COCA COLA CO | $972.6M | 12,782,375 | 0.30% | — |
| TSLA | TESLA INC | $960.6M | 2,586,070 | 0.30% | — |
| VTI | VANGUARD INDEX FDS | $947.3M | 2,952,890 | 0.29% | — |
| RTX | RTX CORPORATION | $944.1M | 4,914,898 | 0.29% | — |
| TJX | TJX COS INC NEW | $943.6M | 5,930,088 | 0.29% | — |
| PG | PROCTER & GAMBLE CO | $941.1M | 6,513,234 | 0.29% | — |
| APD | AIR PRODUCTS AND CHEMICALS I | $926.9M | 3,190,740 | 0.29% | — |
| JCI | JOHNSON CONTROLS INTERNATION | $922.8M | 7,049,399 | 0.28% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $905.0M | 2,677,982 | 0.28% | — |
| WFC | WELLS FARGO & CO | $884.7M | 11,160,812 | 0.27% | — |
| NFLX | NETFLIX INC. | $859.6M | 8,943,170 | 0.27% | — |
| T | AT&T INC | $843.5M | 29,142,722 | 0.26% | — |
| RDVY | FIRST TR EXCHANGE TRADED FD | $842.9M | 12,344,290 | 0.26% | — |
| GEV | GE VERNOVA INC | $808.4M | 926,900 | 0.25% | — |
| PM | PHILIP MORRIS INTL INC | $806.6M | 4,879,987 | 0.25% | — |
| UNH | UNITEDHEALTH GROUP INC | $805.9M | 2,985,789 | 0.25% | — |
| CMI | CUMMINS INC | $802.3M | 1,495,891 | 0.25% | — |
| MCD | MCDONALDS CORP | $800.9M | 2,580,439 | 0.25% | — |
| XLF | SELECT SECTOR SPDR TR | $798.5M | 16,174,693 | 0.25% | — |
| MRK | MERCK & CO INC | $791.9M | 6,585,514 | 0.24% | — |
| MTUM | ISHARES TR | $787.4M | 3,281,064 | 0.24% | — |
| CSCO | CISCO SYS INC | $783.0M | 10,094,811 | 0.24% | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $777.1M | 4,048,901 | 0.24% | — |
| DIVO | AMPLIFY ETF TR | $774.3M | 17,263,349 | 0.24% | — |
| DGRO | ISHARES TR | $762.5M | 10,864,804 | 0.24% | — |
| QQQM | INVESCO EXCH TRADED FD TR II | $757.8M | 3,189,189 | 0.23% | — |
| GS | GOLDMAN SACHS GROUP INC | $748.8M | 892,726 | 0.23% | — |
| MA | MASTERCARD INCORPORATED | $740.9M | 1,483,178 | 0.23% | — |
| O | REALTY INCOME CORP | $739.6M | 12,089,403 | 0.23% | — |
| ORCL | ORACLE CORP | $730.2M | 4,988,247 | 0.23% | — |
| CAT | CATERPILLAR INC | $726.1M | 1,026,197 | 0.22% | — |
| USHY | ISHARES TR | $716.2M | 19,440,895 | 0.22% | — |
| AMD | ADVANCED MICRO DEVICES INC | $711.5M | 3,499,757 | 0.22% | — |
| XLV | SELECT SECTOR SPDR TR | $701.8M | 4,787,128 | 0.22% | — |
| DRI | DARDEN RESTAURANTS INC | $699.0M | 3,565,772 | 0.22% | — |
| CRM | SALESFORCE INC | $669.0M | 3,584,272 | 0.21% | — |
| WMB | WILLIAMS COS INC | $662.6M | 9,113,465 | 0.20% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $661.6M | 2,739,003 | 0.20% | — |
| IEF | ISHARES TR | $649.1M | 6,801,357 | 0.20% | — |
| MDT | MEDTRONIC PLC | $638.3M | 7,382,158 | 0.20% | — |
| XLC | SELECT SECTOR SPDR TR | $631.0M | 5,692,301 | 0.19% | — |
| DUK | DUKE ENERGY CORP NEW | $627.6M | 4,786,720 | 0.19% | — |
| ALL | ALLSTATE CORP | $612.1M | 2,952,335 | 0.19% | — |
| SDVY | FIRST TR EXCHANGE TRADED FD | $604.3M | 15,324,967 | 0.19% | — |
| BAC | BANK AMERICA CORP | $590.8M | 12,129,999 | 0.18% | — |
| VB | VANGUARD INDEX FDS | $589.9M | 2,252,087 | 0.18% | — |
| PEP | PEPSICO INC | $577.1M | 3,716,174 | 0.18% | — |
| BND | VANGUARD BD INDEX FDS | $571.2M | 7,756,971 | 0.18% | — |
| AMGN | AMGEN INC | $570.1M | 1,620,353 | 0.18% | — |
| CGGR | CAPITAL GROUP GROWTH ETF | $567.4M | 14,117,411 | 0.17% | — |
| VGT | VANGUARD WORLD FD | $566.9M | 812,460 | 0.17% | — |
| TT | TRANE TECHNOLOGIES PLC | $566.1M | 1,358,803 | 0.17% | — |
| ABT | ABBOTT LABORATORIES | $539.7M | 5,264,261 | 0.17% | — |
| SCHD | SCHWAB STRATEGIC TR | $527.1M | 17,180,084 | 0.16% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $518.1M | 3,546,487 | 0.16% | — |
| TXN | TEXAS INSTRS INC | $513.3M | 2,662,041 | 0.16% | — |
| COWZ | PACER FDS TR | $511.2M | 8,171,215 | 0.16% | — |
| LIN | LINDE PLC | $509.9M | 1,027,522 | 0.16% | — |
| IWM | ISHARES TR | $497.3M | 2,005,420 | 0.15% | — |
| BIL | SPDR SERIES TRUST | $493.0M | 5,379,913 | 0.15% | — |
| VEU | VANGUARD INTL EQUITY INDEX F | $492.8M | 6,562,158 | 0.15% | — |
| CMCSA | COMCAST CORP NEW | $488.4M | 17,008,857 | 0.15% | — |
| IAU | ISHARES GOLD TR | $486.1M | 5,513,280 | 0.15% | — |
| JEPI | J P MORGAN EXCHANGE TRADED F | $484.9M | 8,554,441 | 0.15% | — |
| DE | DEERE & CO | $484.3M | 861,523 | 0.15% | — |
| VRT | VERTIV HOLDINGS CO | $477.1M | 1,962,531 | 0.15% | — |
| AMAT | APPLIED MATLS INC | $476.3M | 1,396,189 | 0.15% | — |
| ETR | ENTERGY CORP NEW | $470.3M | 4,185,972 | 0.15% | — |
| SCHG | SCHWAB STRATEGIC TR | $461.0M | 15,826,527 | 0.14% | — |
| MU | MICRON TECHNOLOGY INC | $457.9M | 1,357,411 | 0.14% | — |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $455.5M | 13,649,623 | 0.14% | — |
| SDY | SPDR SERIES TRUST | $446.5M | 3,059,540 | 0.14% | — |
| IVW | ISHARES TR | $440.1M | 3,890,879 | 0.14% | — |
| VCIT | VANGUARD SCOTTSDALE FDS | $437.6M | 5,288,276 | 0.13% | — |
| BLK | BLACKROCK INC | $436.3M | 456,404 | 0.13% | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $433.3M | 2,756,041 | 0.13% | — |
| QCOM | QUALCOMM INC | $428.5M | 3,328,561 | 0.13% | — |
| WM | WASTE MGMT INC DEL | $424.3M | 1,846,416 | 0.13% | — |
| SPYM | SPDR SERIES TRUST | $415.7M | 5,430,943 | 0.13% | — |
| DYNF | BLACKROCK ETF TRUST | $413.9M | 7,114,647 | 0.13% | — |
| GE | GE AEROSPACE | $409.4M | 1,445,610 | 0.13% | — |
| XLP | SELECT SECTOR SPDR TR | $408.4M | 4,981,721 | 0.13% | — |
| SPYG | SPDR SERIES TRUST | $407.0M | 4,157,103 | 0.13% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $404.0M | 7,474,703 | 0.12% | — |
| PNC | PNC FINL SVCS GROUP INC | $403.5M | 1,948,558 | 0.12% | — |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $400.2M | 4,314,302 | 0.12% | — |
| SPGI | S&P GLOBAL INC | $396.9M | 933,135 | 0.12% | — |
| PWR | QUANTA SVCS INC | $395.6M | 728,738 | 0.12% | — |
| C | CITIGROUP INC | $395.3M | 3,494,347 | 0.12% | — |
| ASML | ASML HLDG NV | $393.4M | 297,893 | 0.12% | — |
| APH | AMPHENOL CORP | $392.2M | 3,104,943 | 0.12% | — |
| BA | BOEING CO | $391.8M | 1,968,752 | 0.12% | — |
| LMT | LOCKHEED MARTIN CORP | $381.5M | 631,261 | 0.12% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $381.1M | 775,318 | 0.12% | — |
| SHY | ISHARES TR | $378.1M | 4,578,604 | 0.12% | — |
| CASY | CASEYS GEN STORES INC | $377.1M | 525,240 | 0.12% | — |
| ZTS | ZOETIS INC | $374.3M | 3,166,615 | 0.12% | — |
| EFA | ISHARES TR | $370.8M | 3,817,681 | 0.11% | — |
| MO | ALTRIA GROUP INC | $368.6M | 5,586,119 | 0.11% | — |
| PANW | PALO ALTO NETWORKS INC | $366.6M | 2,286,540 | 0.11% | — |
This table is the 150 largest positions by value, out of 5,172 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 108 options positions with a combined notional of $178.5M. 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 RAYMOND JAMES FINANCIAL INC (CIK 720005, accession 0000720005-26-000052). 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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