13F holdings
Wealthspire Advisors, LLC portfolio
Managed by . 932 reported positions worth $12.7B as of 2026-03-31, filed with the SEC on 2026-05-01. Parsed from the filing itself, not a reseller.
$12.7B
Book value
932
Positions
47%
Top 10 weight
+93
New this quarter
-192
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 31 days old on 2026-05-01, 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 (93)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| BZH | BEAZER HOMES USA INC | $21.5M | 1,117,138 | 0.17% |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $10.3M | 540,656 | 0.08% |
| PIPR | PIPER SANDLER COMPANIES | $2.1M | 26,936 | 0.02% |
| JMSB | JOHN MARSHALL BANCORP INC | $1.3M | 64,141 | 0.01% |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $1.1M | 51,221 | 0.01% |
| EQWL | INVESCO EXCHANGE TRADED FD T | $889,884 | 7,722 | 0.01% |
| HYT | BLACKROCK CORPOR HI YLD FD I | $870,872 | 102,215 | 0.01% |
| AGX | ARGAN INC | $860,003 | 1,579 | 0.01% |
| GAB | GABELLI EQUITY TR INC | $823,718 | 147,092 | 0.01% |
| VPLS | VANGUARD MALVERN FDS | $767,975 | 9,898 | 0.01% |
| AZN | ASTRAZENECA PLC | $762,157 | 3,865 | 0.01% |
| STRL | STERLING INFRASTRUCTURE INC | $751,821 | 1,846 | 0.01% |
| ELAN | ELANCO ANIMAL HEALTH INC | $737,619 | 30,824 | 0.01% |
| FLOT | ISHARES TR | $651,447 | 12,786 | 0.01% |
| SBCF | SEACOAST BKG CORP FLA | $607,727 | 20,064 | 0.00% |
| CBNA | CHAIN BRIDGE BANCORP INC | $593,300 | 17,000 | 0.00% |
| PHYS | SPROTT ASSET MANAGEMENT LP | $592,770 | 16,726 | 0.00% |
| EGBN | EAGLE BANCORPORATION INC | $582,059 | 23,404 | 0.00% |
| HHH | HOWARD HUGHES HOLDINGS INC | $460,344 | 7,277 | 0.00% |
| HST | HOST HOTELS & RESORTS INC | $450,126 | 23,493 | 0.00% |
| FVCB | FVCBANKCORP INC | $445,100 | 29,302 | 0.00% |
| IRM | IRON MTN INC DEL | $437,576 | 4,284 | 0.00% |
| NCIQ | HASHDEX NASDAQ CME CRYPTO | $428,338 | 24,860 | 0.00% |
| CDRO | CODERE ONLINE LUXEMBOURG S A | $420,500 | 50,000 | 0.00% |
| FNV | FRANCO NEV CORP | $419,001 | 1,696 | 0.00% |
Closed out (192)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| HBAN | HUNTINGTON BANCSHARES INC | $6.5M | 374,208 | 0.00% |
| EVRG | EVERGY INC | $1.5M | 20,877 | 0.00% |
| AZNN | ASTRAZENECA PLC | $998,227 | 10,859 | 0.00% |
| APP | APPLOVIN CORP | $943,348 | 1,400 | 0.00% |
| BMO | BANK MONTREAL QUE | $887,115 | 6,835 | 0.00% |
| SAP | SAP SE | $747,851 | 3,079 | 0.00% |
| HCA | HCA HEALTHCARE INC | $723,976 | 1,551 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $696,535 | 1,562 | 0.00% |
| HWM | HOWMET AEROSPACE INC | $678,657 | 3,310 | 0.00% |
| COR | CENCORA INC | $666,585 | 1,974 | 0.00% |
| IFLN | INVESCO EXCH TRADED FD TR II | $581,604 | 31,269 | 0.00% |
| SPOT | SPOTIFY TECHNOLOGY S A | $575,548 | 991 | 0.00% |
| SNPS | SYNOPSYS INC | $562,514 | 1,198 | 0.00% |
| DOCU | DOCUSIGN INC | $562,248 | 8,220 | 0.00% |
| RF | REGIONS FINANCIAL CORP NEW | $497,502 | 18,358 | 0.00% |
| PCAR | PACCAR INC | $496,706 | 4,536 | 0.00% |
| HSBC | HSBC HLDGS PLC | $495,803 | 6,302 | 0.00% |
| NRG | NRG ENERGY INC | $489,345 | 3,073 | 0.00% |
| EXPE | EXPEDIA GROUP INC | $487,860 | 1,722 | 0.00% |
| UAL | UNITED AIRLS HLDGS INC | $477,568 | 4,271 | 0.00% |
| CCL1EUR | CARNIVAL CORP | $474,733 | 15,545 | 0.00% |
| AIG | AMERICAN INTL GROUP INC | $465,778 | 5,445 | 0.00% |
| PHM | PULTE GROUP INC | $460,832 | 3,930 | 0.00% |
| FITB | FIFTH THIRD BANCORP | $445,959 | 9,527 | 0.00% |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $432,072 | 5,668 | 0.00% |
Added to (214)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $933.2M | 14,562,701 | 7.33% | +7% |
| VXUS | VANGUARD STAR FDS | $488.5M | 6,334,962 | 3.84% | +8% |
| AON | AON PLC | $317.6M | 984,075 | 2.49% | +260% |
| SCHF | SCHWAB STRATEGIC TR | $302.2M | 12,209,080 | 2.37% | +12% |
| VUG | VANGUARD INDEX FDS | $295.9M | 677,349 | 2.32% | +13% |
| VWO | VANGUARD INTL EQUITY INDEX F | $264.7M | 4,897,422 | 2.08% | +4% |
| VV | VANGUARD INDEX FDS | $241.4M | 807,783 | 1.90% | +48% |
| IJR | ISHARES TR | $241.3M | 1,941,060 | 1.89% | +2% |
| VTIP | VANGUARD MALVERN FDS | $222.6M | 4,455,868 | 1.75% | +6% |
| IUSB | ISHARES TR | $218.4M | 4,727,243 | 1.71% | +2% |
| VO | VANGUARD INDEX FDS | $177.6M | 618,508 | 1.39% | +3% |
| VEU | VANGUARD INTL EQUITY INDEX F | $95.2M | 1,267,763 | 0.75% | +4% |
| CME | CME GROUP INC | $93.4M | 316,090 | 0.73% | +39% |
| TFLO | ISHARES TR | $90.8M | 1,792,834 | 0.71% | +4% |
| IXUS | ISHARES TR | $72.4M | 835,385 | 0.57% | +5% |
Trimmed (466)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| BAND 0.5 04/01/28 | BANDWIDTH INC | $14,241 | 16,000 | 0.00% | -79% |
| FTNT | FORTINET INC | $235,922 | 2,887 | 0.00% | -79% |
| KLAC | KLA CORP | $543,320 | 369 | 0.00% | -74% |
| ELV | ELEVANCE HEALTH INC FORMERLY | $224,612 | 767 | 0.00% | -73% |
| GILD | GILEAD SCIENCES INC | $372,636 | 2,674 | 0.00% | -70% |
| SUSL | ISHARES TR | $600,504 | 5,286 | 0.00% | -69% |
| BKNG | BOOKING HOLDINGS INC | $547,790 | 130 | 0.00% | -68% |
| PLD | PROLOGIS INC. | $239,589 | 1,813 | 0.00% | -68% |
| SU | SUNCOR ENERGY INC NEW | $252,276 | 3,816 | 0.00% | -66% |
| NEM | NEWMONT CORP | $309,315 | 2,857 | 0.00% | -65% |
| SPGI | S&P GLOBAL INC | $281,669 | 662 | 0.00% | -65% |
| SNAP 0 05/01/27 | SNAP INC | $16,975 | 18,000 | 0.00% | -64% |
| RDFN 0.5 04/01/27 | REDFIN CORP | $25,868 | 27,000 | 0.00% | -64% |
| RJF | RAYMOND JAMES FINL INC | $382,347 | 2,641 | 0.00% | -63% |
| MGPI 1.875 11/15/41 | MGP INGREDIENTS INC NEW | $25,079 | 26,000 | 0.00% | -63% |
The book
Largest 150 of 932 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.7B | 2,669,963 | 13.70% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $933.2M | 14,562,701 | 7.33% | — |
| VOO | VANGUARD INDEX FDS | $675.3M | 1,130,127 | 5.30% | — |
| IJH | ISHARES TR | $520.6M | 7,709,430 | 4.09% | — |
| VXUS | VANGUARD STAR FDS | $488.5M | 6,334,962 | 3.84% | — |
| SCHD | SCHWAB STRATEGIC TR | $408.4M | 13,311,446 | 3.21% | — |
| AON | AON PLC | $317.6M | 984,075 | 2.49% | — |
| VTI | VANGUARD INDEX FDS | $308.9M | 963,010 | 2.43% | — |
| SCHF | SCHWAB STRATEGIC TR | $302.2M | 12,209,080 | 2.37% | — |
| VUG | VANGUARD INDEX FDS | $295.9M | 677,349 | 2.32% | — |
| DFAC | DIMENSIONAL ETF TRUST | $291.6M | 7,504,975 | 2.29% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $286.9M | 441,132 | 2.25% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $264.7M | 4,897,422 | 2.08% | — |
| VV | VANGUARD INDEX FDS | $241.4M | 807,783 | 1.90% | — |
| IJR | ISHARES TR | $241.3M | 1,941,060 | 1.89% | — |
| VTIP | VANGUARD MALVERN FDS | $222.6M | 4,455,868 | 1.75% | — |
| IUSB | ISHARES TR | $218.4M | 4,727,243 | 1.71% | — |
| VO | VANGUARD INDEX FDS | $177.6M | 618,508 | 1.39% | — |
| VXF | VANGUARD INDEX FDS | $169.5M | 823,550 | 1.33% | — |
| AAPL | APPLE INC | $130.1M | 512,807 | 1.02% | — |
| IEMG | ISHARES INC | $117.7M | 1,687,480 | 0.92% | — |
| VB | VANGUARD INDEX FDS | $105.2M | 401,536 | 0.83% | — |
| VEU | VANGUARD INTL EQUITY INDEX F | $95.2M | 1,267,763 | 0.75% | — |
| CME | CME GROUP INC | $93.4M | 316,090 | 0.73% | — |
| TFLO | ISHARES TR | $90.8M | 1,792,834 | 0.71% | — |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $89.4M | 2,048,764 | 0.70% | — |
| MSFT | MICROSOFT CORP | $88.0M | 237,664 | 0.69% | — |
| DFAE | DIMENSIONAL ETF TRUST | $82.5M | 2,436,299 | 0.65% | — |
| DFAI | DIMENSIONAL ETF TRUST | $77.6M | 1,991,210 | 0.61% | — |
| GOOG | ALPHABET INC | $76.0M | 264,982 | 0.60% | — |
| DFGR | DIMENSIONAL ETF TRUST | $73.2M | 2,755,256 | 0.58% | — |
| QQQ | INVESCO QQQ TR | $72.5M | 125,640 | 0.57% | — |
| SCHX | SCHWAB STRATEGIC TR | $72.4M | 2,822,930 | 0.57% | — |
| IXUS | ISHARES TR | $72.4M | 835,385 | 0.57% | — |
| IEFA | ISHARES TR | $71.4M | 788,483 | 0.56% | — |
| HYDB | ISHARES TR | $70.4M | 1,514,236 | 0.55% | — |
| VBK | VANGUARD INDEX FDS | $61.7M | 204,118 | 0.48% | — |
| CVLC | MORGAN STANLEY ETF TRUST | $61.6M | 769,423 | 0.48% | — |
| SPYM | SPDR SERIES TRUST | $57.5M | 751,451 | 0.45% | — |
| VTV | VANGUARD INDEX FDS | $57.5M | 292,875 | 0.45% | — |
| NVDA | NVIDIA CORPORATION | $55.3M | 317,353 | 0.43% | — |
| BND | VANGUARD BD INDEX FDS | $55.2M | 749,709 | 0.43% | — |
| MUB | ISHARES TR | $54.4M | 512,469 | 0.43% | — |
| EFA | ISHARES TR | $53.9M | 555,277 | 0.42% | — |
| NOBL | PROSHARES TR | $49.3M | 464,941 | 0.39% | — |
| AMZN | AMAZON COM INC | $45.7M | 219,404 | 0.36% | — |
| PVAL | PUTNAM ETF TRUST | $45.2M | 975,073 | 0.36% | — |
| VBR | VANGUARD INDEX FDS | $44.6M | 205,310 | 0.35% | — |
| SCHE | SCHWAB STRATEGIC TR | $41.4M | 1,256,495 | 0.33% | — |
| SMMD | ISHARES TR | $41.3M | 540,334 | 0.32% | — |
| USFR | WISDOMTREE TR | $40.8M | 809,798 | 0.32% | — |
| IWF | ISHARES TR | $40.2M | 94,256 | 0.32% | — |
| GOOGL | ALPHABET INC | $38.8M | 134,944 | 0.30% | — |
| VCSH | VANGUARD SCOTTSDALE FDS | $37.8M | 477,022 | 0.30% | — |
| ACN | ACCENTURE PLC IRELAND | $37.8M | 190,669 | 0.30% | — |
| DFAU | DIMENSIONAL ETF TRUST | $36.7M | 814,303 | 0.29% | — |
| TSLA | TESLA INC | $34.6M | 92,985 | 0.27% | — |
| VTEB | VANGUARD MUN BD FDS | $33.7M | 675,736 | 0.26% | — |
| CVIE | MORGAN STANLEY ETF TRUST | $32.8M | 451,150 | 0.26% | — |
| CAVA | CAVA GROUP INC | $32.6M | 403,477 | 0.26% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.0M | 66,767 | 0.25% | — |
| PCLG | FUNDVANTAGE TR | $31.4M | 1,533,930 | 0.25% | — |
| EAGG | ISHARES TR | $31.3M | 657,769 | 0.25% | — |
| IGF | ISHARES TR | $30.3M | 452,142 | 0.24% | — |
| IWB | ISHARES TR | $29.5M | 82,761 | 0.23% | — |
| GOVT | ISHARES TR | $28.3M | 1,234,565 | 0.22% | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $27.4M | 142,778 | 0.22% | — |
| IWM | ISHARES TR | $23.9M | 96,353 | 0.19% | — |
| IBTG | ISHARES TR | $23.5M | 1,024,244 | 0.18% | — |
| EXMOC | EXXON MOBIL CORP | $22.8M | 134,584 | 0.18% | — |
| VT | VANGUARD INTL EQUITY INDEX F | $22.1M | 160,105 | 0.17% | — |
| BZH | BEAZER HOMES USA INC | $21.5M | 1,117,138 | 0.17% | — |
| JNJ | JOHNSON & JOHNSON | $21.1M | 86,373 | 0.17% | — |
| VYM | VANGUARD WHITEHALL FDS | $20.3M | 136,948 | 0.16% | — |
| VNQ | VANGUARD INDEX FDS | $20.2M | 227,724 | 0.16% | — |
| IWR | ISHARES TR | $19.5M | 200,994 | 0.15% | — |
| VOE | VANGUARD INDEX FDS | $19.4M | 105,266 | 0.15% | — |
| JPM | JPMORGAN CHASE & CO | $18.7M | 63,509 | 0.15% | — |
| GLD | SPDR GOLD TR | $18.6M | 43,115 | 0.15% | — |
| IJJ | ISHARES TR | $18.4M | 138,738 | 0.14% | — |
| IWP | ISHARES TR | $17.7M | 138,416 | 0.14% | — |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $17.4M | 774,453 | 0.14% | — |
| IWD | ISHARES TR | $16.7M | 78,004 | 0.13% | — |
| META | META PLATFORMS INC | $16.6M | 28,928 | 0.13% | — |
| QUAL | ISHARES TR | $16.0M | 83,308 | 0.13% | — |
| IWV | ISHARES TR | $15.3M | 41,387 | 0.12% | — |
| IWO | ISHARES TR | $15.3M | 48,736 | 0.12% | — |
| AGG | ISHARES TR | $14.9M | 149,962 | 0.12% | — |
| IWN | ISHARES TR | $14.4M | 75,947 | 0.11% | — |
| VOT | VANGUARD INDEX FDS | $14.4M | 55,806 | 0.11% | — |
| LLY | ELI LILLY & CO | $14.3M | 15,510 | 0.11% | — |
| COST | COSTCO WHOLESALE CORPORATION | $14.1M | 14,161 | 0.11% | — |
| AVGO | BROADCOM INC | $13.8M | 44,747 | 0.11% | — |
| HDV | ISHARES TR | $13.7M | 100,702 | 0.11% | — |
| KO | COCA COLA CO | $13.5M | 177,073 | 0.11% | — |
| ITOT | ISHARES TR | $13.4M | 94,090 | 0.11% | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $12.9M | 60,209 | 0.10% | — |
| SCHP | SCHWAB STRATEGIC TR | $12.7M | 479,071 | 0.10% | — |
| DFUS | DIMENSIONAL ETF TRUST | $12.4M | 175,413 | 0.10% | — |
| SUSB | ISHARES TR | $12.3M | 492,464 | 0.10% | — |
| CVX | CHEVRON CORPORATION | $12.2M | 59,070 | 0.10% | — |
| IVW | ISHARES TR | $12.1M | 107,309 | 0.10% | — |
| SCHB | SCHWAB STRATEGIC TR | $12.1M | 480,277 | 0.09% | — |
| QDF | FLEXSHARES TR | $11.7M | 147,998 | 0.09% | — |
| IQDF | FLEXSHARES TR | $11.6M | 367,079 | 0.09% | — |
| WMT | WALMART INC | $11.6M | 93,465 | 0.09% | — |
| ABBV | ABBVIE INC | $11.4M | 52,546 | 0.09% | — |
| RKT | ROCKET COS INC | $11.3M | 792,321 | 0.09% | — |
| DGRW | WISDOMTREE TR | $10.8M | 123,167 | 0.08% | — |
| PRF | INVESCO EXCHANGE TRADED FD T | $10.5M | 220,720 | 0.08% | — |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $10.3M | 540,656 | 0.08% | — |
| PG | PROCTER & GAMBLE CO | $10.2M | 70,389 | 0.08% | — |
| PM | PHILIP MORRIS INTL INC | $10.1M | 60,938 | 0.08% | — |
| SPYG | SPDR SERIES TRUST | $10.0M | 102,633 | 0.08% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $9.8M | 40,416 | 0.08% | — |
| ESGD | ISHARES TR | $9.7M | 101,463 | 0.08% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $9.7M | 14 | 0.08% | — |
| SCHA | SCHWAB STRATEGIC TR | $9.6M | 331,037 | 0.08% | — |
| VZ | VERIZON COMMUNICATIONS INC | $9.5M | 189,070 | 0.07% | — |
| BSV | VANGUARD BD INDEX FDS | $9.2M | 116,986 | 0.07% | — |
| SPMD | SPDR SERIES TRUST | $8.9M | 151,128 | 0.07% | — |
| HD | HOME DEPOT INC | $8.9M | 27,176 | 0.07% | — |
| VDC | VANGUARD WORLD FD | $8.8M | 39,211 | 0.07% | — |
| CBNK | CAPITAL BANCORP INC MD | $8.8M | 295,417 | 0.07% | — |
| ESGU | ISHARES TR | $8.7M | 61,372 | 0.07% | — |
| DFUV | DIMENSIONAL ETF TRUST | $8.6M | 178,351 | 0.07% | — |
| HYMB | SPDR SERIES TRUST | $8.6M | 346,081 | 0.07% | — |
| PGR | PROGRESSIVE CORP | $8.4M | 42,601 | 0.07% | — |
| V | VISA INC | $8.3M | 27,319 | 0.06% | — |
| VGK | VANGUARD INTL EQUITY INDEX F | $8.1M | 98,843 | 0.06% | — |
| SDY | SPDR SERIES TRUST | $8.0M | 54,537 | 0.06% | — |
| MA | MASTERCARD INCORPORATED | $7.8M | 15,617 | 0.06% | — |
| HLT | HILTON WORLDWIDE HLDGS INC | $7.6M | 24,959 | 0.06% | — |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $7.3M | 11,853 | 0.06% | — |
| BYRN | BYRNA TECHNOLOGIES INC | $7.2M | 782,749 | 0.06% | — |
| DFAX | DIMENSIONAL ETF TRUST | $7.1M | 207,901 | 0.06% | — |
| MKC/V | MCCORMICK & CO INC | $7.1M | 139,975 | 0.06% | — |
| LOW | LOWES COS INC | $6.9M | 29,354 | 0.05% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $6.9M | 46,866 | 0.05% | — |
| CSCO | CISCO SYS INC | $6.7M | 86,730 | 0.05% | — |
| REGN | REGENERON PHARMACEUTICALS | $6.7M | 8,706 | 0.05% | — |
| CRM | SALESFORCE INC | $6.7M | 35,801 | 0.05% | — |
| IVE | ISHARES TR | $6.6M | 31,081 | 0.05% | — |
| MRK | MERCK & CO INC | $6.4M | 53,484 | 0.05% | — |
| PEP | PEPSICO INC | $6.3M | 40,488 | 0.05% | — |
| MCD | MCDONALDS CORP | $6.2M | 20,084 | 0.05% | — |
| DTH | WISDOMTREE TR | $6.2M | 114,317 | 0.05% | — |
| REET | ISHARES TR | $6.1M | 240,770 | 0.05% | — |
| GSLC | GOLDMAN SACHS ETF TR | $6.0M | 48,119 | 0.05% | — |
| ISTB | ISHARES TR | $6.0M | 123,547 | 0.05% | — |
This table is the 150 largest positions by value, out of 932 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 Wealthspire Advisors, LLC (CIK 1646247, accession 0001646247-26-000003). 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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