13F holdings
Sequoia Financial Advisors, LLC portfolio
Managed by . 1,885 reported positions worth $17.8B as of 2026-03-31, filed with the SEC on 2026-04-30. Parsed from the filing itself, not a reseller.
$17.8B
Book value
1,885
Positions
30%
Top 10 weight
+151
New this quarter
-151
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 30 days old on 2026-04-30, 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 (151)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $4.0M | 20,285 | 0.02% |
| IUSB | ISHARES TR | $3.2M | 70,333 | 0.02% |
| IBDT | ISHARES TR | $1.9M | 75,617 | 0.01% |
| QXO | QXO INC | $1.6M | 82,924 | 0.01% |
| GXO | GXO LOGISTICS INCORPORATED | $1.3M | 25,912 | 0.01% |
| VLUE | ISHARES TR | $1.1M | 7,879 | 0.01% |
| VSNT | VERSANT MEDIA GROUP INC | $1.0M | 28,164 | 0.01% |
| PRCS | PARNASSUS INCOME FDS | $947,857 | 37,915 | 0.01% |
| SM | SM ENERGY COMPANY | $762,109 | 24,442 | 0.00% |
| EUSB | ISHARES TR | $759,597 | 17,462 | 0.00% |
| AMRZ | AMRIZE LTD | $745,795 | 13,313 | 0.00% |
| APLE | APPLE HOSPITALITY REIT INC | $701,823 | 60,975 | 0.00% |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $701,801 | 10,782 | 0.00% |
| STXS | STEREOTAXIS INC | $700,400 | 380,652 | 0.00% |
| MATW | MATTHEWS INTL CORP | $690,169 | 26,730 | 0.00% |
| HEFA | ISHARES TR | $675,926 | 15,906 | 0.00% |
| PNFP | PINNACLE FINL PARTNERS INC | $659,777 | 7,659 | 0.00% |
| PVH | PVH CORPORATION | $649,610 | 9,312 | 0.00% |
| NBIS | NEBIUS GROUP N.V. | $614,364 | 5,921 | 0.00% |
| FERROVIAL SE | FERROVIAL SE | $559,376 | 8,599 | 0.00% |
| EUHY | ISHARES INC | $559,323 | 10,661 | 0.00% |
| GBFH | GBANK FINL HLDGS INC | $534,853 | 19,987 | 0.00% |
| CEF | SPROTT ASSET MANAGEMENT LP | $520,387 | 10,905 | 0.00% |
| FELG | FIDELITY COVINGTON TRUST | $506,266 | 13,504 | 0.00% |
| FMS | FRESENIUS MEDICAL CARE AG | $457,407 | 20,275 | 0.00% |
Closed out (151)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| PENN | PENN ENTERTAINMENT INC | $6.4M | 432,295 | 0.00% |
| AZNN | ASTRAZENECA PLC | $3.6M | 39,691 | 0.00% |
| HQY | HEALTHEQUITY INC | $3.3M | 36,141 | 0.00% |
| EXK | EXACT SCIENCES CORP | $1.1M | 11,120 | 0.00% |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $1.1M | 22,391 | 0.00% |
| CMA | COMERICA INC | $798,947 | 9,191 | 0.00% |
| RHI | ROBERT HALF INC. | $736,830 | 27,129 | 0.00% |
| EFOR | ASGN INC | $616,914 | 12,807 | 0.00% |
| AMH | AMERICAN HOMES 4 RENT | $603,641 | 18,805 | 0.00% |
| NEU | NEWMARKET CORP | $596,542 | 868 | 0.00% |
| OKLO | OKLO INC | $563,603 | 7,854 | 0.00% |
| MMS | MAXIMUS INC | $561,303 | 6,503 | 0.00% |
| EPAM | EPAM SYS INC | $549,694 | 2,683 | 0.00% |
| POOL | POOL CORP | $532,542 | 2,328 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $503,602 | 1,129 | 0.00% |
| AMCR | AMCOR PLC | $500,988 | 60,070 | 0.00% |
| AN | AUTONATION INC | $499,063 | 2,417 | 0.00% |
| CHE | CHEMED CORP NEW | $465,512 | 1,088 | 0.00% |
| HLNE | HAMILTON LANE INC | $458,535 | 3,414 | 0.00% |
| HIMS | HIMS & HERS HEALTH INC | $442,145 | 13,617 | 0.00% |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $425,080 | 67,473 | 0.00% |
| PAG | PENSKE AUTOMOTIVE GRP INC | $407,933 | 2,577 | 0.00% |
| SYU1 | SYNOVUS FINL CORP | $405,315 | 8,098 | 0.00% |
| PINNACLE FINL PARTNERS I | PINNACLE FINL PARTNERS INC | $397,862 | 4,170 | 0.00% |
| TXNM | TXNM ENERGY INC | $389,933 | 6,622 | 0.00% |
Added to (817)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1.2B | 3,787,743 | 6.81% | +2% |
| IXUS | ISHARES TR | $524.1M | 6,049,116 | 2.94% | +4% |
| NVDA | NVIDIA CORPORATION | $467.4M | 2,679,934 | 2.62% | +2% |
| DSTL | ETF SER SOLUTIONS | $342.9M | 5,923,843 | 1.92% | +3% |
| DFAU | DIMENSIONAL ETF TRUST | $333.0M | 7,379,642 | 1.87% | +4% |
| JPIE | J P MORGAN EXCHANGE TRADED F | $294.1M | 6,383,524 | 1.65% | +14% |
| VCSH | VANGUARD SCOTTSDALE FDS | $291.4M | 3,675,562 | 1.63% | +7% |
| PYLD | PIMCO ETF TR | $288.1M | 10,994,877 | 1.62% | +16% |
| BINC | BLACKROCK ETF TRUST II | $282.7M | 5,443,735 | 1.59% | +16% |
| BSV | VANGUARD BD INDEX FDS | $264.9M | 3,378,481 | 1.49% | +15% |
| GOOG | ALPHABET INC | $216.1M | 753,267 | 1.21% | +18% |
| MUB | ISHARES TR | $209.9M | 1,977,019 | 1.18% | +12% |
| AVGO | BROADCOM INC | $198.1M | 640,160 | 1.11% | +1% |
| TDVG | T ROWE PRICE ETF INC | $189.0M | 4,234,788 | 1.06% | +2% |
| DFEM | DIMENSIONAL ETF TRUST | $184.7M | 5,345,392 | 1.04% | +8% |
Trimmed (679)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| CDW | CDW CORP | $321,217 | 2,654 | 0.00% | -87% |
| AL | AIR LEASE CORP | $816,245 | 12,569 | 0.00% | -87% |
| FLO | FLOWERS FOODS INC | $98,575 | 12,095 | 0.00% | -86% |
| NSC | NORFOLK SOUTHN CORP | $4.5M | 15,524 | 0.02% | -80% |
| VICI | VICI PPTYS INC | $5.2M | 189,111 | 0.03% | -79% |
| NXPI | NXP SEMICONDUCTORS N V | $7.3M | 36,956 | 0.04% | -72% |
| MAA | MID-AMER APT CMNTYS INC | $269,189 | 2,204 | 0.00% | -69% |
| VNQ | VANGUARD INDEX FDS | $10.0M | 112,620 | 0.06% | -68% |
| ESNT | ESSENT GROUP LTD | $385,295 | 6,593 | 0.00% | -67% |
| CPT | CAMDEN PPTY TR | $368,858 | 3,777 | 0.00% | -66% |
| REXR | REXFORD INDL RLTY INC | $216,434 | 6,612 | 0.00% | -65% |
| IBHF | ISHARES TR | $7.8M | 337,972 | 0.04% | -65% |
| EXLS | EXLSERVICE HLDGS INC | $216,652 | 7,115 | 0.00% | -63% |
| ADT | ADT INC DEL | $114,956 | 17,497 | 0.00% | -63% |
| EQR | EQUITY RESIDENTIAL | $258,760 | 4,375 | 0.00% | -62% |
The book
Largest 150 of 1,885 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1.2B | 3,787,743 | 6.81% | — |
| SFGV | EA SERIES TRUST | $1.0B | 31,830,127 | 5.86% | — |
| IXUS | ISHARES TR | $524.1M | 6,049,116 | 2.94% | — |
| AAPL | APPLE INC | $492.5M | 1,940,490 | 2.76% | — |
| NVDA | NVIDIA CORPORATION | $467.4M | 2,679,934 | 2.62% | — |
| VONG | VANGUARD SCOTTSDALE FDS | $381.9M | 3,481,927 | 2.14% | — |
| DSTL | ETF SER SOLUTIONS | $342.9M | 5,923,843 | 1.92% | — |
| DFAU | DIMENSIONAL ETF TRUST | $333.0M | 7,379,642 | 1.87% | — |
| MSFT | MICROSOFT CORP | $308.3M | 832,793 | 1.73% | — |
| JPIE | J P MORGAN EXCHANGE TRADED F | $294.1M | 6,383,524 | 1.65% | — |
| VCSH | VANGUARD SCOTTSDALE FDS | $291.4M | 3,675,562 | 1.63% | — |
| PYLD | PIMCO ETF TR | $288.1M | 10,994,877 | 1.62% | — |
| BINC | BLACKROCK ETF TRUST II | $282.7M | 5,443,735 | 1.59% | — |
| BSV | VANGUARD BD INDEX FDS | $264.9M | 3,378,481 | 1.49% | — |
| AMZN | AMAZON COM INC | $233.0M | 1,118,723 | 1.31% | — |
| GOOG | ALPHABET INC | $216.1M | 753,267 | 1.21% | — |
| MUB | ISHARES TR | $209.9M | 1,977,019 | 1.18% | — |
| GLD | SPDR GOLD TR | $201.9M | 469,208 | 1.13% | — |
| AVGO | BROADCOM INC | $198.1M | 640,160 | 1.11% | — |
| TDVG | T ROWE PRICE ETF INC | $189.0M | 4,234,788 | 1.06% | — |
| DFEM | DIMENSIONAL ETF TRUST | $184.7M | 5,345,392 | 1.04% | — |
| DIHP | DIMENSIONAL ETF TRUST | $170.2M | 5,283,468 | 0.95% | — |
| ACWI | ISHARES TR | $165.8M | 1,197,896 | 0.93% | — |
| VTV | VANGUARD INDEX FDS | $153.3M | 781,277 | 0.86% | — |
| SPGM | SPDR INDEX SHS FDS | $151.8M | 2,004,687 | 0.85% | — |
| META | META PLATFORMS INC | $151.0M | 263,851 | 0.85% | — |
| VUG | VANGUARD INDEX FDS | $150.9M | 345,470 | 0.85% | — |
| GOOGL | ALPHABET INC | $136.2M | 473,577 | 0.76% | — |
| LLY | ELI LILLY & CO | $131.8M | 143,305 | 0.74% | — |
| CAT | CATERPILLAR INC | $126.6M | 178,760 | 0.71% | — |
| GS | GOLDMAN SACHS GROUP INC | $124.4M | 147,053 | 0.70% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $121.0M | 252,527 | 0.68% | — |
| RTX | RTX CORPORATION | $120.4M | 624,341 | 0.68% | — |
| AVUV | AMERICAN CENTY ETF TR | $120.1M | 1,087,142 | 0.67% | — |
| EXMOC | EXXON MOBIL CORP | $118.9M | 700,935 | 0.67% | — |
| COWZ | PACER FDS TR | $114.1M | 1,824,648 | 0.64% | — |
| JPM | JPMORGAN CHASE & CO | $110.2M | 374,677 | 0.62% | — |
| DFAI | DIMENSIONAL ETF TRUST | $105.8M | 2,715,179 | 0.59% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $103.0M | 158,417 | 0.58% | — |
| WMT | WALMART INC | $101.0M | 813,060 | 0.57% | — |
| COST | COSTCO WHOLESALE CORPORATION | $96.9M | 97,275 | 0.54% | — |
| VTEB | VANGUARD MUN BD FDS | $92.1M | 1,846,369 | 0.52% | — |
| DFUS | DIMENSIONAL ETF TRUST | $92.0M | 1,297,323 | 0.52% | — |
| IJR | ISHARES TR | $87.7M | 705,455 | 0.49% | — |
| DFAT | DIMENSIONAL ETF TRUST | $85.8M | 1,373,292 | 0.48% | — |
| WYNN | WYNN RESORTS LTD | $82.8M | 815,698 | 0.46% | — |
| V | VISA INC | $80.3M | 265,787 | 0.45% | — |
| MGV | VANGUARD WORLD FD | $79.3M | 546,743 | 0.44% | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $77.7M | 361,475 | 0.44% | — |
| HD | HOME DEPOT INC | $72.0M | 219,054 | 0.40% | — |
| IUSV | ISHARES TR | $71.1M | 695,650 | 0.40% | — |
| PWR | QUANTA SVCS INC | $70.7M | 128,844 | 0.40% | — |
| CRM | SALESFORCE INC | $66.9M | 358,400 | 0.38% | — |
| DFIV | DIMENSIONAL ETF TRUST | $65.7M | 1,245,125 | 0.37% | — |
| AVDV | AMERICAN CENTY ETF TR | $64.6M | 647,182 | 0.36% | — |
| ICOW | PACER FDS TR | $64.0M | 1,509,097 | 0.36% | — |
| IVV | ISHARES TR | $62.9M | 96,226 | 0.35% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $61.3M | 956,431 | 0.34% | — |
| QQQ | INVESCO QQQ TR | $61.2M | 106,014 | 0.34% | — |
| ETN | EATON CORP PLC | $58.8M | 164,316 | 0.33% | — |
| AMGN | AMGEN INC | $58.2M | 165,511 | 0.33% | — |
| SGOV | ISHARES TR | $52.3M | 519,482 | 0.29% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $50.2M | 206,926 | 0.28% | — |
| WM | WASTE MGMT INC DEL | $49.8M | 216,576 | 0.28% | — |
| BN | BROOKFIELD CORP | $49.1M | 1,212,503 | 0.28% | — |
| PH | PARKER-HANNIFIN CORP | $48.9M | 54,588 | 0.27% | — |
| PG | PROCTER & GAMBLE CO | $48.5M | 336,021 | 0.27% | — |
| BAC | BANK AMERICA CORP | $48.1M | 986,686 | 0.27% | — |
| JNJ | JOHNSON & JOHNSON | $47.5M | 194,451 | 0.27% | — |
| BLK | BLACKROCK INC | $45.6M | 47,403 | 0.26% | — |
| MS | MORGAN STANLEY | $44.7M | 271,441 | 0.25% | — |
| MCD | MCDONALDS CORP | $44.7M | 143,679 | 0.25% | — |
| SHW | SHERWIN WILLIAMS CO | $44.5M | 138,898 | 0.25% | — |
| XYL | XYLEM INC | $43.7M | 365,274 | 0.24% | — |
| AVRE | AMERICAN CENTY ETF TR | $43.5M | 987,667 | 0.24% | — |
| DWDPEUR | DUPONT DE NEMOURS INC | $42.6M | 929,212 | 0.24% | — |
| TSLA | TESLA INC | $42.3M | 113,896 | 0.24% | — |
| DFNM | DIMENSIONAL ETF TRUST | $42.2M | 880,025 | 0.24% | — |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $41.3M | 548,918 | 0.23% | — |
| LNG | CHENIERE ENERGY INC | $41.0M | 144,460 | 0.23% | — |
| IJH | ISHARES TR | $40.8M | 604,672 | 0.23% | — |
| SPYM | SPDR SERIES TRUST | $39.0M | 509,074 | 0.22% | — |
| VOO | VANGUARD INDEX FDS | $38.1M | 63,825 | 0.21% | — |
| ABT | ABBOTT LABORATORIES | $37.3M | 363,060 | 0.21% | — |
| SCHX | SCHWAB STRATEGIC TR | $36.2M | 1,413,731 | 0.20% | — |
| TJX | TJX COS INC NEW | $36.2M | 226,534 | 0.20% | — |
| GLTR | ABRDN PRECIOUS METALS BASKET | $35.8M | 163,518 | 0.20% | — |
| MRK | MERCK & CO INC | $35.7M | 297,046 | 0.20% | — |
| VONV | VANGUARD SCOTTSDALE FDS | $35.1M | 374,185 | 0.20% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $34.7M | 236,896 | 0.19% | — |
| CVX | CHEVRON CORPORATION | $33.3M | 160,718 | 0.19% | — |
| ACN | ACCENTURE PLC IRELAND | $32.5M | 163,843 | 0.18% | — |
| SCHW | SCHWAB CHARLES CORP | $32.2M | 343,001 | 0.18% | — |
| LH | LABCORP HOLDINGS INC | $32.2M | 120,636 | 0.18% | — |
| DIVO | AMPLIFY ETF TR | $31.9M | 710,559 | 0.18% | — |
| C | CITIGROUP INC | $30.9M | 272,410 | 0.17% | — |
| DFAS | DIMENSIONAL ETF TRUST | $30.6M | 429,834 | 0.17% | — |
| AJG | GALLAGHER ARTHUR J & CO | $30.3M | 139,833 | 0.17% | — |
| PANW | PALO ALTO NETWORKS INC | $30.2M | 188,521 | 0.17% | — |
| DUHP | DIMENSIONAL ETF TRUST | $30.2M | 820,348 | 0.17% | — |
| SCHG | SCHWAB STRATEGIC TR | $29.4M | 1,007,873 | 0.16% | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $28.8M | 150,025 | 0.16% | — |
| HONGBP | HONEYWELL INTL INC | $28.3M | 125,089 | 0.16% | — |
| PGR | PROGRESSIVE CORP | $27.2M | 137,395 | 0.15% | — |
| BX | BLACKSTONE INC | $26.8M | 233,387 | 0.15% | — |
| IWB | ISHARES TR | $26.6M | 74,728 | 0.15% | — |
| JGRO | J P MORGAN EXCHANGE TRADED F | $26.0M | 307,936 | 0.15% | — |
| DFSV | DIMENSIONAL ETF TRUST | $25.7M | 732,440 | 0.14% | — |
| GEV | GE VERNOVA INC | $25.5M | 29,156 | 0.14% | — |
| GE | GE AEROSPACE | $24.6M | 86,760 | 0.14% | — |
| WFC | WELLS FARGO & CO | $23.8M | 298,915 | 0.13% | — |
| ACWX | ISHARES TR | $23.7M | 346,431 | 0.13% | — |
| FNDF | SCHWAB STRATEGIC TR | $23.6M | 482,871 | 0.13% | — |
| MTUM | ISHARES TR | $23.3M | 97,295 | 0.13% | — |
| BDYN | BLACKROCK ETF TRUST | $22.4M | 923,280 | 0.13% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.4M | 66,159 | 0.13% | — |
| NFLX | NETFLIX INC. | $21.6M | 224,683 | 0.12% | — |
| DFUV | DIMENSIONAL ETF TRUST | $21.1M | 435,624 | 0.12% | — |
| KO | COCA COLA CO | $20.9M | 274,284 | 0.12% | — |
| LHX | L3HARRIS TECHNOLOGIES INC | $20.8M | 60,192 | 0.12% | — |
| IVW | ISHARES TR | $20.6M | 181,999 | 0.12% | — |
| DFAX | DIMENSIONAL ETF TRUST | $20.5M | 603,494 | 0.11% | — |
| QUAL | ISHARES TR | $20.2M | 105,286 | 0.11% | — |
| DISV | DIMENSIONAL ETF TRUST | $20.1M | 510,281 | 0.11% | — |
| IDVO | AMPLIFY ETF TR | $20.0M | 495,409 | 0.11% | — |
| INTF | ISHARES TR | $20.0M | 513,322 | 0.11% | — |
| ABBV | ABBVIE INC | $19.7M | 90,464 | 0.11% | — |
| GDIV | HARBOR ETF TRUST | $19.3M | 1,156,551 | 0.11% | — |
| OKE | ONEOK INC NEW | $19.2M | 212,473 | 0.11% | — |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $19.0M | 930,658 | 0.11% | — |
| PEP | PEPSICO INC | $18.7M | 120,353 | 0.10% | — |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $18.7M | 906,090 | 0.10% | — |
| AXP | AMERICAN EXPRESS CO | $18.3M | 60,429 | 0.10% | — |
| DFCF | DIMENSIONAL ETF TRUST | $18.1M | 429,342 | 0.10% | — |
| QCOM | QUALCOMM INC | $18.0M | 140,027 | 0.10% | — |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $18.0M | 497,642 | 0.10% | — |
| VGSH | VANGUARD SCOTTSDALE FDS | $17.5M | 298,503 | 0.10% | — |
| AMAT | APPLIED MATLS INC | $17.5M | 51,107 | 0.10% | — |
| MU | MICRON TECHNOLOGY INC | $17.4M | 51,394 | 0.10% | — |
| SCI | SERVICE CORP INTL | $17.3M | 210,263 | 0.10% | — |
| PM | PHILIP MORRIS INTL INC | $17.3M | 104,713 | 0.10% | — |
| GD | GENERAL DYNAMICS CORP | $17.3M | 50,429 | 0.10% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $17.2M | 24 | 0.10% | — |
| CMCSA | COMCAST CORP NEW | $17.2M | 597,819 | 0.10% | — |
| DFAC | DIMENSIONAL ETF TRUST | $17.1M | 440,732 | 0.10% | — |
| ORCL | ORACLE CORP | $17.0M | 115,670 | 0.10% | — |
| VZ | VERIZON COMMUNICATIONS INC | $16.9M | 337,053 | 0.09% | — |
| DFAR | DIMENSIONAL ETF TRUST | $16.7M | 706,829 | 0.09% | — |
| AEP | AMERICAN ELEC PWR CO INC | $16.7M | 127,314 | 0.09% | — |
| MA | MASTERCARD INCORPORATED | $16.6M | 33,212 | 0.09% | — |
This table is the 150 largest positions by value, out of 1,885 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 36 options positions with a combined notional of $49.1M. 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 Sequoia Financial Advisors, LLC (CIK 1599900, accession 0001599900-26-000002). 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.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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