13F holdings
World Investment Advisors portfolio
Managed by . 1,557 reported positions worth $6.2B as of 2026-03-31, filed with the SEC on 2026-04-27. Parsed from the filing itself, not a reseller.
$6.2B
Book value
1,557
Positions
17%
Top 10 weight
+208
New this quarter
-73
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 27 days old on 2026-04-27, 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 (208)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| RYN | RAYONIER INC | $7.0M | 338,514 | 0.11% |
| BLCR | BLACKROCK ETF TRUST | $4.2M | 103,114 | 0.07% |
| IDEF | BLACKROCK ETF TRUST | $4.1M | 125,291 | 0.07% |
| NMI | NUVEEN MUN INCOME FD INC | $2.9M | 276,683 | 0.05% |
| AZN | ASTRAZENECA PLC | $2.7M | 13,779 | 0.04% |
| SNDK | SANDISK CORP | $2.3M | 3,648 | 0.04% |
| TRGP | TARGA RES CORP | $1.9M | 7,458 | 0.03% |
| VCLT | VANGUARD SCOTTSDALE FDS | $1.8M | 24,569 | 0.03% |
| LMUB | ISHARES TR | $1.8M | 35,662 | 0.03% |
| AMRZ | AMRIZE LTD | $1.7M | 29,641 | 0.03% |
| PWB | INVESCO EXCHANGE TRADED FD T | $1.6M | 12,667 | 0.03% |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $1.6M | 52,066 | 0.03% |
| FHN | FIRST HORIZON CORPORATION | $1.6M | 68,798 | 0.03% |
| NOCT | INNOVATOR ETFS TRUST | $1.5M | 26,840 | 0.02% |
| NBCM | NEUBERGER BERMAN ETF TRUST | $1.4M | 50,371 | 0.02% |
| IDEQ | LAZARD ACTIVE ETF TR | $1.3M | 42,086 | 0.02% |
| VLUE | ISHARES TR | $1.3M | 9,256 | 0.02% |
| SIXZ | AIM ETF PRODUCTS TRUST | $1.2M | 40,192 | 0.02% |
| QLC | FLEXSHARES TR | $1.2M | 14,722 | 0.02% |
| DFCF | DIMENSIONAL ETF TRUST | $1.1M | 26,264 | 0.02% |
| JXN | JACKSON FINANCIAL INC | $1.1M | 10,239 | 0.02% |
| NBIS | NEBIUS GROUP N.V. | $1.0M | 10,011 | 0.02% |
| FTXR | FIRST TR EXCHANGE TRADED FD | $984,877 | 25,843 | 0.02% |
| COHR | COHERENT CORP | $913,935 | 3,837 | 0.01% |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $908,470 | 15,197 | 0.01% |
Closed out (73)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| PCH | POTLATCHDELTIC CORPORATION | $7.3M | 183,905 | 0.00% |
| FXU | FIRST TR EXCHANGE TRADED FD | $4.5M | 99,227 | 0.00% |
| FALN | ISHARES TR | $4.1M | 151,183 | 0.00% |
| IXP | ISHARES TR | $2.4M | 19,550 | 0.00% |
| AZNN | ASTRAZENECA PLC | $1.6M | 27,098 | 0.00% |
| MAYU | AIM ETF PRODUCTS TRUST | $989,598 | 31,414 | 0.00% |
| DASH | DOORDASH INC | $855,415 | 4,175 | 0.00% |
| PSA | PUBLIC STORAGE OPER CO | $769,158 | 3,253 | 0.00% |
| IDMO | INVESCO EXCH TRADED FD TR II | $541,432 | 9,743 | 0.00% |
| CHRD | CHORD ENERGY CORPORATION | $405,048 | 4,401 | 0.00% |
| FMDE | FIDELITY COVINGTON TRUST | $403,680 | 11,172 | 0.00% |
| CNC | CENTENE CORP DEL | $397,386 | 9,984 | 0.00% |
| ETHA | ISHARES ETHEREUM TR | $395,464 | 18,893 | 0.00% |
| AIZ | ASSURANT INC | $378,976 | 1,644 | 0.00% |
| GPGI | COMPOSECURE INC | $355,906 | 18,460 | 0.00% |
| CPLB | NEW YORK LIFE INVTS ACTIVE E | $355,667 | 16,753 | 0.00% |
| WEX | WEX INC | $321,350 | 2,203 | 0.00% |
| OSEA | HARBOR ETF TRUST | $312,204 | 10,321 | 0.00% |
| ALLW | SSGA ACTIVE TR | $304,535 | 11,078 | 0.00% |
| CORP | PIMCO ETF TR | $302,944 | 4,009 | 0.00% |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $291,012 | 1,798 | 0.00% |
| QLD | PROSHARES TR | $289,808 | 4,116 | 0.00% |
| PNR | PENTAIR PLC | $285,156 | 2,890 | 0.00% |
| ROKU | ROKU INC | $281,641 | 2,685 | 0.00% |
| PDP | INVESCO EXCHANGE TRADED FD T | $279,836 | 2,404 | 0.00% |
Added to (573)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $103.8M | 280,488 | 1.67% | +3% |
| BSV | VANGUARD BD INDEX FDS | $91.4M | 1,165,049 | 1.47% | +6% |
| IVV | ISHARES TR | $68.9M | 105,508 | 1.11% | +11% |
| BIV | VANGUARD BD INDEX FDS | $60.9M | 789,396 | 0.98% | +23% |
| SCHV | SCHWAB STRATEGIC TR | $60.3M | 1,977,398 | 0.97% | +102% |
| GOOG | ALPHABET INC | $56.1M | 195,709 | 0.91% | +3% |
| VEA | VANGUARD TAX-MANAGED FDS | $55.4M | 863,858 | 0.89% | +51% |
| SCHG | SCHWAB STRATEGIC TR | $52.4M | 1,798,863 | 0.85% | +79% |
| SLQD | ISHARES TR | $52.1M | 1,032,454 | 0.84% | +4% |
| AVUS | AMERICAN CENTY ETF TR | $49.1M | 441,517 | 0.79% | +7% |
| IJS | ISHARES TR | $40.6M | 342,789 | 0.65% | +14% |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.5M | 74,040 | 0.57% | +2% |
| IJJ | ISHARES TR | $35.2M | 265,442 | 0.57% | +4% |
| IJR | ISHARES TR | $32.7M | 262,960 | 0.53% | +7% |
| IDEV | ISHARES TR | $30.6M | 366,623 | 0.49% | +161% |
Trimmed (547)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| OEF | ISHARES TR | $423,399 | 1,331 | 0.01% | -96% |
| REET | ISHARES TR | $648,297 | 25,777 | 0.01% | -92% |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $299,982 | 21,753 | 0.00% | -86% |
| RIET | ETF SER SOLUTIONS | $110,903 | 12,336 | 0.00% | -85% |
| RPRX | ROYALTY PHARMA PLC | $477,263 | 9,949 | 0.01% | -83% |
| DLN | WISDOMTREE TR | $235,208 | 2,633 | 0.00% | -80% |
| ILF | ISHARES TR | $227,542 | 6,406 | 0.00% | -78% |
| CWB | SPDR SERIES TRUST | $1.5M | 15,978 | 0.02% | -74% |
| IWY | ISHARES TR | $1.3M | 5,351 | 0.02% | -71% |
| PYPL | PAYPAL HLDGS INC | $884,291 | 19,551 | 0.01% | -69% |
| LDOS | LEIDOS HOLDINGS INC | $369,237 | 2,374 | 0.01% | -67% |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $232,993 | 3,716 | 0.00% | -66% |
| JULU | AIM ETF PRODUCTS TRUST | $513,644 | 17,991 | 0.01% | -64% |
| HIMU | BLACKROCK ETF TRUST II | $273,825 | 5,707 | 0.00% | -63% |
| NDAQ | NASDAQ INC | $998,573 | 11,763 | 0.02% | -62% |
The book
Largest 150 of 1,557 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $220.8M | 870,139 | 3.56% | — |
| VOO | VANGUARD INDEX FDS | $143.4M | 239,969 | 2.31% | — |
| MSFT | MICROSOFT CORP | $103.8M | 280,488 | 1.67% | — |
| BSV | VANGUARD BD INDEX FDS | $91.4M | 1,165,049 | 1.47% | — |
| SPYM | SPDR SERIES TRUST | $89.8M | 1,173,658 | 1.45% | — |
| NVDA | NVIDIA CORPORATION | $83.4M | 478,296 | 1.35% | — |
| AMZN | AMAZON COM INC | $79.6M | 381,974 | 1.28% | — |
| GOOGL | ALPHABET INC | $77.8M | 270,534 | 1.25% | — |
| JPM | JPMORGAN CHASE & CO | $70.9M | 240,938 | 1.14% | — |
| IVV | ISHARES TR | $68.9M | 105,508 | 1.11% | — |
| BIV | VANGUARD BD INDEX FDS | $60.9M | 789,396 | 0.98% | — |
| SCHV | SCHWAB STRATEGIC TR | $60.3M | 1,977,398 | 0.97% | — |
| GOOG | ALPHABET INC | $56.1M | 195,709 | 0.91% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $55.4M | 863,858 | 0.89% | — |
| AVGO | BROADCOM INC | $55.0M | 177,753 | 0.89% | — |
| META | META PLATFORMS INC | $53.8M | 94,088 | 0.87% | — |
| SCHG | SCHWAB STRATEGIC TR | $52.4M | 1,798,863 | 0.85% | — |
| QQQ | INVESCO QQQ TR | $52.4M | 90,781 | 0.85% | — |
| CHD | CHURCH & DWIGHT CO INC | $52.1M | 558,715 | 0.84% | — |
| SLQD | ISHARES TR | $52.1M | 1,032,454 | 0.84% | — |
| IVE | ISHARES TR | $50.4M | 238,627 | 0.81% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $49.8M | 76,584 | 0.80% | — |
| AVUS | AMERICAN CENTY ETF TR | $49.1M | 441,517 | 0.79% | — |
| EXMOC | EXXON MOBIL CORP | $48.4M | 285,415 | 0.78% | — |
| SCHX | SCHWAB STRATEGIC TR | $42.2M | 1,646,543 | 0.68% | — |
| IJS | ISHARES TR | $40.6M | 342,789 | 0.65% | — |
| IXUS | ISHARES TR | $40.0M | 462,081 | 0.65% | — |
| WMT | WALMART INC | $37.8M | 303,883 | 0.61% | — |
| JNJ | JOHNSON & JOHNSON | $37.6M | 153,618 | 0.61% | — |
| V | VISA INC | $35.8M | 118,515 | 0.58% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.5M | 74,040 | 0.57% | — |
| IJJ | ISHARES TR | $35.2M | 265,442 | 0.57% | — |
| IEFA | ISHARES TR | $32.9M | 363,471 | 0.53% | — |
| IJR | ISHARES TR | $32.7M | 262,960 | 0.53% | — |
| VTI | VANGUARD INDEX FDS | $32.1M | 100,215 | 0.52% | — |
| STIP | ISHARES TR | $31.9M | 308,576 | 0.51% | — |
| IDEV | ISHARES TR | $30.6M | 366,623 | 0.49% | — |
| DFAI | DIMENSIONAL ETF TRUST | $29.9M | 766,554 | 0.48% | — |
| IEMG | ISHARES INC | $29.1M | 417,822 | 0.47% | — |
| IVW | ISHARES TR | $29.1M | 257,450 | 0.47% | — |
| IUSB | ISHARES TR | $28.3M | 611,837 | 0.46% | — |
| ABBV | ABBVIE INC | $27.8M | 127,816 | 0.45% | — |
| EMXC | ISHARES INC | $27.6M | 351,272 | 0.45% | — |
| AMAT | APPLIED MATLS INC | $26.8M | 78,389 | 0.43% | — |
| VBR | VANGUARD INDEX FDS | $26.8M | 123,221 | 0.43% | — |
| AGG | ISHARES TR | $26.1M | 263,360 | 0.42% | — |
| VUG | VANGUARD INDEX FDS | $25.4M | 58,227 | 0.41% | — |
| VOE | VANGUARD INDEX FDS | $25.0M | 135,522 | 0.40% | — |
| LLY | ELI LILLY & CO | $25.0M | 27,134 | 0.40% | — |
| HD | HOME DEPOT INC | $24.6M | 74,708 | 0.40% | — |
| PSLV | SPROTT ASSET MANAGEMENT LP | $24.5M | 1,003,630 | 0.39% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $22.3M | 31 | 0.36% | — |
| EFV | ISHARES TR | $22.2M | 298,813 | 0.36% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.1M | 65,537 | 0.36% | — |
| VZ | VERIZON COMMUNICATIONS INC | $21.5M | 427,569 | 0.35% | — |
| QQQM | INVESCO EXCH TRADED FD TR II | $21.4M | 90,001 | 0.34% | — |
| SCHF | SCHWAB STRATEGIC TR | $20.9M | 843,326 | 0.34% | — |
| COST | COSTCO WHOLESALE CORPORATION | $19.7M | 19,802 | 0.32% | — |
| VB | VANGUARD INDEX FDS | $19.6M | 74,777 | 0.32% | — |
| VO | VANGUARD INDEX FDS | $19.6M | 68,163 | 0.32% | — |
| PM | PHILIP MORRIS INTL INC | $19.5M | 118,131 | 0.32% | — |
| PRF | INVESCO EXCHANGE TRADED FD T | $18.9M | 398,063 | 0.31% | — |
| VGT | VANGUARD WORLD FD | $18.4M | 26,370 | 0.30% | — |
| SCHW | SCHWAB CHARLES CORP | $18.2M | 193,267 | 0.29% | — |
| MUB | ISHARES TR | $18.2M | 171,015 | 0.29% | — |
| FBND | FIDELITY MERRIMACK STR TR | $18.1M | 397,036 | 0.29% | — |
| AVDE | AMERICAN CENTY ETF TR | $17.7M | 208,978 | 0.29% | — |
| CVIE | MORGAN STANLEY ETF TRUST | $17.5M | 241,077 | 0.28% | — |
| TSLA | TESLA INC | $17.5M | 47,126 | 0.28% | — |
| MSI | MOTOROLA SOLUTIONS INC | $17.4M | 40,141 | 0.28% | — |
| ETN | EATON CORP PLC | $17.3M | 48,329 | 0.28% | — |
| AVDV | AMERICAN CENTY ETF TR | $17.3M | 173,052 | 0.28% | — |
| ADI | ANALOG DEVICES INC | $17.3M | 54,222 | 0.28% | — |
| BINC | BLACKROCK ETF TRUST II | $17.2M | 332,175 | 0.28% | — |
| CVX | CHEVRON CORPORATION | $16.8M | 81,135 | 0.27% | — |
| PG | PROCTER & GAMBLE CO | $16.6M | 115,065 | 0.27% | — |
| VTV | VANGUARD INDEX FDS | $16.6M | 84,702 | 0.27% | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $16.0M | 74,387 | 0.26% | — |
| FDVV | FIDELITY COVINGTON TRUST | $15.8M | 285,894 | 0.25% | — |
| JAAA | JANUS DETROIT STR TR | $15.6M | 308,799 | 0.25% | — |
| UPS | UNITED PARCEL SVCS INC | $15.4M | 156,906 | 0.25% | — |
| IAU | ISHARES GOLD TR | $15.2M | 172,856 | 0.25% | — |
| BKNG | BOOKING HOLDINGS INC | $15.2M | 3,616 | 0.25% | — |
| CSCO | CISCO SYS INC | $15.2M | 195,526 | 0.24% | — |
| SMH | VANECK ETF TRUST | $14.7M | 38,241 | 0.24% | — |
| GLD | SPDR GOLD TR | $14.6M | 34,009 | 0.24% | — |
| LRGF | ISHARES TR | $14.4M | 217,819 | 0.23% | — |
| GTO | INVESCO ACTIVELY MANAGED EXC | $14.3M | 306,158 | 0.23% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $14.3M | 59,147 | 0.23% | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $14.2M | 74,248 | 0.23% | — |
| JEPI | J P MORGAN EXCHANGE TRADED F | $14.1M | 248,875 | 0.23% | — |
| IQV | IQVIA HLDGS INC | $14.0M | 82,112 | 0.23% | — |
| IGIB | ISHARES TR | $13.8M | 258,717 | 0.22% | — |
| SCHD | SCHWAB STRATEGIC TR | $13.7M | 448,118 | 0.22% | — |
| TT | TRANE TECHNOLOGIES PLC | $13.7M | 32,766 | 0.22% | — |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $13.6M | 403,650 | 0.22% | — |
| TJX | TJX COS INC NEW | $13.6M | 85,316 | 0.22% | — |
| DYNF | BLACKROCK ETF TRUST | $13.4M | 230,792 | 0.22% | — |
| O | REALTY INCOME CORP | $13.4M | 219,045 | 0.22% | — |
| AVEM | AMERICAN CENTY ETF TR | $13.3M | 165,605 | 0.22% | — |
| CGBL | CAPITAL GROUP CORE BALANCED | $13.1M | 381,863 | 0.21% | — |
| AMD | ADVANCED MICRO DEVICES INC | $13.1M | 64,549 | 0.21% | — |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $13.1M | 307,514 | 0.21% | — |
| KO | COCA COLA CO | $13.0M | 171,523 | 0.21% | — |
| C | CITIGROUP INC | $13.0M | 114,649 | 0.21% | — |
| CRM | SALESFORCE INC | $12.8M | 68,785 | 0.21% | — |
| IAUM | ISHARES GOLD TR | $12.8M | 274,866 | 0.21% | — |
| SCHO | SCHWAB STRATEGIC TR | $12.6M | 519,885 | 0.20% | — |
| MPC | MARATHON PETE CORP | $12.6M | 51,590 | 0.20% | — |
| RTX | RTX CORPORATION | $12.6M | 65,275 | 0.20% | — |
| MDT | MEDTRONIC PLC | $12.5M | 144,641 | 0.20% | — |
| SUSA | ISHARES TR | $12.5M | 94,823 | 0.20% | — |
| VCSH | VANGUARD SCOTTSDALE FDS | $12.5M | 157,455 | 0.20% | — |
| QUAL | ISHARES TR | $12.5M | 65,065 | 0.20% | — |
| SMMD | ISHARES TR | $12.5M | 163,073 | 0.20% | — |
| BNDX | VANGUARD CHARLOTTE FDS | $12.4M | 257,188 | 0.20% | — |
| MA | MASTERCARD INCORPORATED | $12.3M | 24,601 | 0.20% | — |
| APD | AIR PRODUCTS AND CHEMICALS I | $12.3M | 42,190 | 0.20% | — |
| CB | CHUBB LTD SWITZ | $12.3M | 37,602 | 0.20% | — |
| MCD | MCDONALDS CORP | $11.9M | 38,397 | 0.19% | — |
| GEV | GE VERNOVA INC | $11.9M | 13,587 | 0.19% | — |
| DBEF | DBX ETF TR | $11.9M | 240,072 | 0.19% | — |
| VYM | VANGUARD WHITEHALL FDS | $11.8M | 79,740 | 0.19% | — |
| BALT | INNOVATOR ETFS TRUST | $11.7M | 348,631 | 0.19% | — |
| SDY | SPDR SERIES TRUST | $11.6M | 79,562 | 0.19% | — |
| RDVY | FIRST TR EXCHANGE TRADED FD | $11.5M | 168,923 | 0.19% | — |
| CME | CME GROUP INC | $11.4M | 38,561 | 0.18% | — |
| SIVR | ABRDN SILVER ETF TRUST | $11.3M | 157,802 | 0.18% | — |
| BDYN | BLACKROCK ETF TRUST | $11.3M | 464,415 | 0.18% | — |
| VXF | VANGUARD INDEX FDS | $11.3M | 54,685 | 0.18% | — |
| SMTH | ALPS ETF TR | $11.2M | 436,043 | 0.18% | — |
| IQLT | ISHARES TR | $11.2M | 241,374 | 0.18% | — |
| DGRW | WISDOMTREE TR | $10.6M | 121,030 | 0.17% | — |
| MBB | ISHARES TR | $10.5M | 110,922 | 0.17% | — |
| ORCL | ORACLE CORP | $10.5M | 71,574 | 0.17% | — |
| XLK | SELECT SECTOR SPDR TR | $10.5M | 79,213 | 0.17% | — |
| VCIT | VANGUARD SCOTTSDALE FDS | $10.5M | 127,027 | 0.17% | — |
| COP | CONOCOPHILLIPS | $10.4M | 79,103 | 0.17% | — |
| MRK | MERCK & CO INC | $10.3M | 85,824 | 0.17% | — |
| SPTL | SPDR SERIES TRUST | $10.3M | 390,915 | 0.17% | — |
| COWZ | PACER FDS TR | $10.2M | 163,306 | 0.16% | — |
| PJUL | INNOVATOR ETFS TRUST | $10.1M | 219,629 | 0.16% | — |
| PFE | PFIZER INC | $10.1M | 358,963 | 0.16% | — |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $10.0M | 16,225 | 0.16% | — |
| NFLX | NETFLIX INC. | $9.8M | 102,281 | 0.16% | — |
| XMMO | INVESCO EXCHANGE TRADED FD T | $9.8M | 67,490 | 0.16% | — |
| WFC | WELLS FARGO & CO | $9.8M | 122,522 | 0.16% | — |
| CMCSA | COMCAST CORP NEW | $9.7M | 338,872 | 0.16% | — |
| ABNB | AIRBNB INC | $9.7M | 76,924 | 0.16% | — |
| T | AT&T INC | $9.7M | 334,606 | 0.16% | — |
This table is the 150 largest positions by value, out of 1,557 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 15 options positions with a combined notional of $2.4M. 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 World Investment Advisors (CIK 1652594, accession 0001062993-26-002164). 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
Free · no spam
Get the weekly edge report
The best-performing indicator per asset, what changed this week, and the honest caveats — straight to your inbox.