13F holdings
Vestmark Advisory Solutions, Inc. portfolio
Managed by . 1,327 reported positions worth $9.0B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
$9.0B
Book value
1,327
Positions
18%
Top 10 weight
+196
New this quarter
-109
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 (196)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| INMU | BLACKROCK ETF TRUST II | $48.8M | 2,040,791 | 0.54% |
| AVLV | AMERICAN CENTY ETF TR | $44.3M | 549,655 | 0.49% |
| TFI | SPDR SERIES TRUST | $42.8M | 944,563 | 0.47% |
| LSGR | NATIXIS ETF TRUST II | $35.7M | 906,908 | 0.40% |
| HEFA | ISHARES TR | $22.0M | 518,815 | 0.24% |
| XTEN | BONDBLOXX ETF TRUST | $18.1M | 393,966 | 0.20% |
| AZN | ASTRAZENECA PLC | $16.7M | 84,737 | 0.19% |
| UTES | ETFIS SER TR I | $15.6M | 195,497 | 0.17% |
| HEDG | SERIES PORTFOLIOS TR | $13.3M | 459,389 | 0.15% |
| AVUV | AMERICAN CENTY ETF TR | $11.6M | 105,358 | 0.13% |
| DFAS | DIMENSIONAL ETF TRUST | $7.8M | 109,239 | 0.09% |
| BBJP | J P MORGAN EXCHANGE TRADED F | $7.1M | 103,035 | 0.08% |
| RSPT | INVESCO EXCHANGE TRADED FD T | $6.3M | 138,198 | 0.07% |
| SHLD | GLOBAL X FDS | $6.2M | 87,302 | 0.07% |
| GLDM | WORLD GOLD TR | $5.5M | 58,835 | 0.06% |
| BALT | INNOVATOR ETFS TRUST | $5.2M | 156,798 | 0.06% |
| EIPX | FIRST TR EXCHANGE-TRADED FD | $5.2M | 160,579 | 0.06% |
| DFH | DREAM FINDERS HOMES INC | $4.8M | 344,796 | 0.05% |
| SYSB | ISHARES TR | $4.8M | 53,766 | 0.05% |
| EUHY | ISHARES INC | $4.3M | 82,733 | 0.05% |
| E | ENI SPA | $3.8M | 67,968 | 0.04% |
| VONV | VANGUARD SCOTTSDALE FDS | $3.8M | 40,180 | 0.04% |
| FIW | FIRST TR EXCHANGE-TRADED FD | $3.6M | 34,582 | 0.04% |
| IHDG | WISDOMTREE TR | $3.5M | 72,086 | 0.04% |
| AVIG | AMERICAN CENTY ETF TR | $3.2M | 76,997 | 0.04% |
Closed out (109)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $14.9M | 161,954 | 0.00% |
| SPDW | SPDR INDEX SHS FDS | $11.9M | 267,380 | 0.00% |
| FXH | FIRST TR EXCHANGE TRADED FD | $6.7M | 58,819 | 0.00% |
| FXU | FIRST TR EXCHANGE TRADED FD | $5.8M | 127,886 | 0.00% |
| FXG | FIRST TR EXCHANGE TRADED FD | $5.6M | 92,535 | 0.00% |
| SPTI | SPDR SERIES TRUST | $5.0M | 173,540 | 0.00% |
| FXO | FIRST TR EXCHANGE TRADED FD | $3.1M | 51,518 | 0.00% |
| PD | PAGERDUTY INC | $2.3M | 178,863 | 0.00% |
| TTD | THE TRADE DESK INC | $2.3M | 59,630 | 0.00% |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $2.2M | 25,834 | 0.00% |
| EVR | EVERCORE INC | $2.0M | 5,749 | 0.00% |
| ACWX | ISHARES TR | $1.9M | 28,653 | 0.00% |
| REZI | RESIDEO TECHNOLOGIES INC | $1.8M | 51,928 | 0.00% |
| SUSA | ISHARES TR | $1.8M | 12,868 | 0.00% |
| WIX | WIX COM LTD | $1.5M | 14,850 | 0.00% |
| AFG | AMERICAN FINL GROUP INC OHIO | $1.5M | 11,194 | 0.00% |
| PYPL | PAYPAL HLDGS INC | $1.5M | 26,128 | 0.00% |
| PI | IMPINJ INC | $1.4M | 8,072 | 0.00% |
| TXRH | TEXAS ROADHOUSE INC | $1.3M | 7,661 | 0.00% |
| 62C | PIPER SANDLER COMPANIES | $1.3M | 3,688 | 0.00% |
| SEI | SOLARIS ENERGY INFRAS INC | $1.2M | 26,704 | 0.00% |
| HOMB | HOME BANCSHARES INC | $1.2M | 43,265 | 0.00% |
| AVAV | AEROVIRONMENT INC | $1.1M | 4,627 | 0.00% |
| INGR | INGREDION INC | $1.1M | 9,836 | 0.00% |
| PAYC | PAYCOM SOFTWARE INC | $1.1M | 6,683 | 0.00% |
Added to (646)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $258.8M | 806,789 | 2.87% | +13% |
| BBUS | J P MORGAN EXCHANGE TRADED F | $210.5M | 1,796,375 | 2.33% | +5% |
| DFAC | DIMENSIONAL ETF TRUST | $195.7M | 5,037,164 | 2.17% | +5% |
| AAPL | APPLE INC | $155.9M | 614,264 | 1.73% | +35% |
| NVDA | NVIDIA CORPORATION | $134.8M | 773,025 | 1.49% | +25% |
| BND | VANGUARD BD INDEX FDS | $134.4M | 1,825,484 | 1.49% | +2% |
| GLD | SPDR GOLD TR | $124.3M | 288,898 | 1.38% | +42% |
| MSFT | MICROSOFT CORP | $116.9M | 315,717 | 1.30% | +24% |
| JCPB | J P MORGAN EXCHANGE TRADED F | $110.1M | 2,339,155 | 1.22% | +13% |
| AMZN | AMAZON COM INC | $88.3M | 424,173 | 0.98% | +24% |
| GOOGL | ALPHABET INC | $81.6M | 283,730 | 0.90% | +43% |
| JBND | J P MORGAN EXCHANGE TRADED F | $80.5M | 1,497,064 | 0.89% | +6% |
| JAVA | J P MORGAN EXCHANGE TRADED F | $78.8M | 1,098,170 | 0.87% | +76% |
| VEA | VANGUARD TAX-MANAGED FDS | $70.6M | 1,101,228 | 0.78% | +107% |
| EXMOC | EXXON MOBIL CORP | $68.1M | 401,666 | 0.76% | +37% |
Trimmed (377)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| JMBS | JANUS DETROIT STR TR | $323,754 | 7,165 | 0.00% | -96% |
| VV | VANGUARD INDEX FDS | $254,067 | 850 | 0.00% | -95% |
| GPC | GENUINE PARTS CO | $244,591 | 2,312 | 0.00% | -93% |
| REET | ISHARES TR | $647,316 | 25,738 | 0.01% | -92% |
| ALC | ALCON AG | $290,550 | 3,856 | 0.00% | -90% |
| STE | STERIS PLC | $230,049 | 1,040 | 0.00% | -86% |
| CNQ | CANADIAN NAT RES LTD MED TER | $679,890 | 13,952 | 0.01% | -85% |
| OEF | ISHARES TR | $642,428 | 2,019 | 0.01% | -81% |
| AWI | ARMSTRONG WORLD INDS INC NEW | $224,533 | 1,362 | 0.00% | -81% |
| SPTS | SPDR SERIES TRUST | $811,128 | 27,797 | 0.01% | -79% |
| DKNG | DRAFTKINGS INC NEW | $430,497 | 19,912 | 0.00% | -79% |
| IQLT | ISHARES TR | $2.6M | 55,776 | 0.03% | -77% |
| KEP | KOREA ELEC PWR CORP | $178,481 | 12,525 | 0.00% | -76% |
| PODD | INSULET CORP | $242,155 | 1,154 | 0.00% | -76% |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1.8M | 2,847 | 0.02% | -75% |
The book
Largest 150 of 1,327 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $258.8M | 806,789 | 2.87% | — |
| BBUS | J P MORGAN EXCHANGE TRADED F | $210.5M | 1,796,375 | 2.33% | — |
| DFAC | DIMENSIONAL ETF TRUST | $195.7M | 5,037,164 | 2.17% | — |
| AAPL | APPLE INC | $155.9M | 614,264 | 1.73% | — |
| NVDA | NVIDIA CORPORATION | $134.8M | 773,025 | 1.49% | — |
| VXUS | VANGUARD STAR FDS | $134.5M | 1,743,723 | 1.49% | — |
| BND | VANGUARD BD INDEX FDS | $134.4M | 1,825,484 | 1.49% | — |
| VOO | VANGUARD INDEX FDS | $129.5M | 216,680 | 1.44% | — |
| GLD | SPDR GOLD TR | $124.3M | 288,898 | 1.38% | — |
| MSFT | MICROSOFT CORP | $116.9M | 315,717 | 1.30% | — |
| JCPB | J P MORGAN EXCHANGE TRADED F | $110.1M | 2,339,155 | 1.22% | — |
| JIRE | J P MORGAN EXCHANGE TRADED F | $92.1M | 1,215,729 | 1.02% | — |
| AMZN | AMAZON COM INC | $88.3M | 424,173 | 0.98% | — |
| DGCB | DIMENSIONAL ETF TRUST | $83.4M | 1,541,232 | 0.93% | — |
| GOOGL | ALPHABET INC | $81.6M | 283,730 | 0.90% | — |
| JBND | J P MORGAN EXCHANGE TRADED F | $80.5M | 1,497,064 | 0.89% | — |
| JAVA | J P MORGAN EXCHANGE TRADED F | $78.8M | 1,098,170 | 0.87% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $70.6M | 1,101,228 | 0.78% | — |
| EXMOC | EXXON MOBIL CORP | $68.1M | 401,666 | 0.76% | — |
| AVGO | BROADCOM INC | $67.1M | 216,720 | 0.74% | — |
| VUG | VANGUARD INDEX FDS | $64.7M | 148,047 | 0.72% | — |
| DFIC | DIMENSIONAL ETF TRUST | $61.7M | 1,736,974 | 0.68% | — |
| IEMG | ISHARES INC | $57.1M | 818,382 | 0.63% | — |
| BNDX | VANGUARD CHARLOTTE FDS | $55.9M | 1,163,269 | 0.62% | — |
| AGG | ISHARES TR | $53.0M | 533,901 | 0.59% | — |
| DFSV | DIMENSIONAL ETF TRUST | $52.1M | 1,487,000 | 0.58% | — |
| RDVY | FIRST TR EXCHANGE TRADED FD | $50.7M | 742,642 | 0.56% | — |
| QQQ | INVESCO QQQ TR | $49.8M | 86,257 | 0.55% | — |
| BSV | VANGUARD BD INDEX FDS | $49.7M | 633,874 | 0.55% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $49.3M | 75,834 | 0.55% | — |
| JPM | JPMORGAN CHASE & CO | $49.2M | 167,181 | 0.55% | — |
| INMU | BLACKROCK ETF TRUST II | $48.8M | 2,040,791 | 0.54% | — |
| DUHP | DIMENSIONAL ETF TRUST | $48.2M | 1,311,124 | 0.53% | — |
| SPAB | SPDR SERIES TRUST | $47.7M | 1,860,597 | 0.53% | — |
| LLY | ELI LILLY & CO | $47.4M | 51,543 | 0.53% | — |
| META | META PLATFORMS INC | $47.2M | 82,479 | 0.52% | — |
| DFGP | DIMENSIONAL ETF TRUST | $46.3M | 857,514 | 0.51% | — |
| JGLO | J P MORGAN EXCHANGE TRADED F | $45.7M | 699,900 | 0.51% | — |
| VTV | VANGUARD INDEX FDS | $45.3M | 230,910 | 0.50% | — |
| AVLV | AMERICAN CENTY ETF TR | $44.3M | 549,655 | 0.49% | — |
| JGRO | J P MORGAN EXCHANGE TRADED F | $44.3M | 523,889 | 0.49% | — |
| HD | HOME DEPOT INC | $44.2M | 134,373 | 0.49% | — |
| TFI | SPDR SERIES TRUST | $42.8M | 944,563 | 0.47% | — |
| AVUS | AMERICAN CENTY ETF TR | $42.3M | 380,203 | 0.47% | — |
| SDVY | FIRST TR EXCHANGE TRADED FD | $40.6M | 1,029,951 | 0.45% | — |
| THRO | BLACKROCK ETF TRUST | $40.5M | 1,117,676 | 0.45% | — |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $39.3M | 1,550,174 | 0.44% | — |
| EPD | ENTERPRISE PRODS PARTNERS L | $39.0M | 1,030,490 | 0.43% | — |
| VO | VANGUARD INDEX FDS | $36.4M | 126,900 | 0.40% | — |
| TSLA | TESLA INC | $36.3M | 97,735 | 0.40% | — |
| DGRO | ISHARES TR | $36.3M | 517,276 | 0.40% | — |
| JNJ | JOHNSON & JOHNSON | $35.8M | 146,644 | 0.40% | — |
| LSGR | NATIXIS ETF TRUST II | $35.7M | 906,908 | 0.40% | — |
| JEMA | J P MORGAN EXCHANGE TRADED F | $35.5M | 682,876 | 0.39% | — |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $35.5M | 1,308,427 | 0.39% | — |
| VCIT | VANGUARD SCOTTSDALE FDS | $34.7M | 419,322 | 0.38% | — |
| IEFA | ISHARES TR | $34.6M | 382,253 | 0.38% | — |
| DFEM | DIMENSIONAL ETF TRUST | $34.5M | 999,519 | 0.38% | — |
| VT | VANGUARD INTL EQUITY INDEX F | $34.0M | 245,838 | 0.38% | — |
| DYNF | BLACKROCK ETF TRUST | $34.0M | 584,007 | 0.38% | — |
| IVV | ISHARES TR | $33.8M | 51,747 | 0.37% | — |
| IJR | ISHARES TR | $31.3M | 252,074 | 0.35% | — |
| QUAL | ISHARES TR | $31.0M | 161,547 | 0.34% | — |
| IVE | ISHARES TR | $28.5M | 134,765 | 0.32% | — |
| WMT | WALMART INC | $28.1M | 226,164 | 0.31% | — |
| ABBV | ABBVIE INC | $27.7M | 127,510 | 0.31% | — |
| TLT | ISHARES TR | $27.3M | 314,430 | 0.30% | — |
| BIL | SPDR SERIES TRUST | $27.1M | 296,111 | 0.30% | — |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $27.0M | 885,670 | 0.30% | — |
| BINC | BLACKROCK ETF TRUST II | $26.8M | 515,815 | 0.30% | — |
| USFR | WISDOMTREE TR | $26.6M | 527,514 | 0.29% | — |
| V | VISA INC | $26.5M | 87,786 | 0.29% | — |
| EMXC | ISHARES INC | $26.5M | 336,357 | 0.29% | — |
| GOOG | ALPHABET INC | $26.1M | 90,910 | 0.29% | — |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $26.0M | 611,453 | 0.29% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.9M | 76,647 | 0.29% | — |
| CMCSA | COMCAST CORP NEW | $25.9M | 901,027 | 0.29% | — |
| KO | COCA COLA CO | $25.6M | 336,838 | 0.28% | — |
| XLK | SELECT SECTOR SPDR TR | $25.0M | 188,148 | 0.28% | — |
| VXF | VANGUARD INDEX FDS | $25.0M | 121,490 | 0.28% | — |
| SCHZ | SCHWAB STRATEGIC TR | $24.7M | 1,062,679 | 0.27% | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $24.6M | 114,562 | 0.27% | — |
| JEPI | J P MORGAN EXCHANGE TRADED F | $24.5M | 432,461 | 0.27% | — |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $24.0M | 623,810 | 0.27% | — |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $23.1M | 569,810 | 0.26% | — |
| CLOA | BLACKROCK ETF TRUST II | $22.8M | 440,508 | 0.25% | — |
| COST | COSTCO WHOLESALE CORPORATION | $22.6M | 22,637 | 0.25% | — |
| IJS | ISHARES TR | $22.5M | 189,997 | 0.25% | — |
| FBND | FIDELITY MERRIMACK STR TR | $22.4M | 491,557 | 0.25% | — |
| HEFA | ISHARES TR | $22.0M | 518,815 | 0.24% | — |
| IJH | ISHARES TR | $21.3M | 316,147 | 0.24% | — |
| ASML | ASML HLDG NV | $21.1M | 15,983 | 0.23% | — |
| BIV | VANGUARD BD INDEX FDS | $20.8M | 269,867 | 0.23% | — |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $20.8M | 416,967 | 0.23% | — |
| JIVE | J P MORGAN EXCHANGE TRADED F | $20.1M | 234,159 | 0.22% | — |
| SLQD | ISHARES TR | $20.0M | 396,979 | 0.22% | — |
| JPIE | J P MORGAN EXCHANGE TRADED F | $20.0M | 433,885 | 0.22% | — |
| MBB | ISHARES TR | $20.0M | 210,498 | 0.22% | — |
| IUSB | ISHARES TR | $20.0M | 432,505 | 0.22% | — |
| CVX | CHEVRON CORPORATION | $19.9M | 96,077 | 0.22% | — |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $19.7M | 548,627 | 0.22% | — |
| SPYM | SPDR SERIES TRUST | $19.5M | 255,381 | 0.22% | — |
| GOVT | ISHARES TR | $19.4M | 848,271 | 0.22% | — |
| IJJ | ISHARES TR | $19.3M | 145,448 | 0.21% | — |
| PG | PROCTER & GAMBLE CO | $18.5M | 128,127 | 0.21% | — |
| FDL | FIRST TR EXCHANGE-TRADED FD | $18.5M | 363,830 | 0.20% | — |
| DFSD | DIMENSIONAL ETF TRUST | $18.5M | 386,011 | 0.20% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $18.5M | 38,562 | 0.20% | — |
| GS | GOLDMAN SACHS GROUP INC | $18.4M | 21,787 | 0.20% | — |
| XTEN | BONDBLOXX ETF TRUST | $18.1M | 393,966 | 0.20% | — |
| IXUS | ISHARES TR | $18.0M | 208,217 | 0.20% | — |
| BOND | PIMCO ETF TR | $18.0M | 194,553 | 0.20% | — |
| DXJ | WISDOMTREE TR | $17.7M | 111,371 | 0.20% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $17.3M | 320,697 | 0.19% | — |
| IDEV | ISHARES TR | $17.3M | 206,710 | 0.19% | — |
| NFLX | NETFLIX INC. | $17.1M | 177,861 | 0.19% | — |
| SHOP | SHOPIFY INC | $17.0M | 142,909 | 0.19% | — |
| FNDF | SCHWAB STRATEGIC TR | $16.9M | 345,577 | 0.19% | — |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $16.8M | 181,427 | 0.19% | — |
| AZN | ASTRAZENECA PLC | $16.7M | 84,737 | 0.19% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $16.5M | 23 | 0.18% | — |
| MUB | ISHARES TR | $16.4M | 154,142 | 0.18% | — |
| NEE | NEXTERA ENERGY INC | $16.3M | 174,994 | 0.18% | — |
| BLK | BLACKROCK INC | $16.2M | 16,829 | 0.18% | — |
| BALI | BLACKROCK ETF TRUST | $16.2M | 524,311 | 0.18% | — |
| WMB | WILLIAMS COS INC | $16.0M | 220,275 | 0.18% | — |
| JIG | J P MORGAN EXCHANGE TRADED F | $15.8M | 212,933 | 0.18% | — |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $15.7M | 233,466 | 0.17% | — |
| SHEL | SHELL PLC | $15.6M | 168,008 | 0.17% | — |
| UTES | ETFIS SER TR I | $15.6M | 195,497 | 0.17% | — |
| RTX | RTX CORPORATION | $15.6M | 80,945 | 0.17% | — |
| MA | MASTERCARD INCORPORATED | $15.5M | 31,066 | 0.17% | — |
| PM | PHILIP MORRIS INTL INC | $15.4M | 93,426 | 0.17% | — |
| CSCO | CISCO SYS INC | $15.3M | 197,570 | 0.17% | — |
| DISV | DIMENSIONAL ETF TRUST | $15.3M | 387,116 | 0.17% | — |
| VBR | VANGUARD INDEX FDS | $15.3M | 70,237 | 0.17% | — |
| XLF | SELECT SECTOR SPDR TR | $15.1M | 304,894 | 0.17% | — |
| VB | VANGUARD INDEX FDS | $15.0M | 57,404 | 0.17% | — |
| DIHP | DIMENSIONAL ETF TRUST | $15.0M | 466,099 | 0.17% | — |
| NOBL | PROSHARES TR | $15.0M | 141,264 | 0.17% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $14.9M | 101,816 | 0.17% | — |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $14.8M | 364,748 | 0.16% | — |
| BAI | BLACKROCK ETF TRUST | $14.6M | 441,841 | 0.16% | — |
| SIVR | ABRDN SILVER ETF TRUST | $14.6M | 203,224 | 0.16% | — |
| DFGX | DIMENSIONAL ETF TRUST | $14.2M | 271,081 | 0.16% | — |
| DFCF | DIMENSIONAL ETF TRUST | $14.2M | 335,331 | 0.16% | — |
| AMD | ADVANCED MICRO DEVICES INC | $13.7M | 67,450 | 0.15% | — |
| TJX | TJX COS INC NEW | $13.6M | 85,411 | 0.15% | — |
| MCD | MCDONALDS CORP | $13.5M | 43,501 | 0.15% | — |
| GTO | INVESCO ACTIVELY MANAGED EXC | $13.3M | 285,055 | 0.15% | — |
This table is the 150 largest positions by value, out of 1,327 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 Vestmark Advisory Solutions, Inc. (CIK 1736982, accession 0001172661-26-002206). 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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