Security

Smart Money Stocks — Top 25 stocks by alpha-weighted hedge fund ownership. Full screener with filters →
# Ticker Company Holders Total Value Smart Score
1INGMINGRAM MICRO HLDG CORP145$21.81B0.9235
2CTOSCUSTOM TRUCK ONE SOURCE INC178$11.31B0.9194
3AKAA K A BRANDS HLDG CORP21$0.07B0.9172
4MHMCGRAW HILL INC98$5.21B0.9095
5CNACNA FINL CORP292$13.06B0.9036
6SBDSSOLO BRANDS INC22$0.01B0.8994
7BALYBALLYS CORPORATION56$0.62B0.8951
8SAILSAILPOINT INC204$11.42B0.8926
9SBILSIMPLIFY EXCHANGE TRADED FUN10$4.38B0.8895
10PABUISHARES TR26$1.55B0.8890
11LUCKLUCKY STRIKE ENTERTAINMENT64$0.60B0.8825
12FLYXFLYEXCLUSIVE INC44$0.11B0.8794
13OLPXOLAPLEX HLDGS INC137$0.76B0.8721
14G21307106CI&T INC43$0.23B0.8714
15RYIRYERSON HLDG CORP161$2.98B0.8668
16LOTLOTUS TECHNOLOGY INC11$0.01B0.8648
1730190A104F&G ANNUITIES &LIFE INC439$3.86B0.8645
18SCORCOMSCORE INC24$0.03B0.8621
19BAMBROOKFIELD ASSET MANAGMT LTD639$78.27B0.8598
20ANEBANEBULO PHARMACEUTICALS INC19$0.09B0.8597
21FEAM5E ADVANCED MATERIALS INC33$0.03B0.8596
22BAYABAYER A G17$0.08B0.8588
23BRNSBARINTHUS BIOTHERAPEUTICS PL13$0.05B0.8580
24ITHINTERNATIONAL TOWER HILL MI53$0.26B0.8569
25NCSMNCS MULTISTAGE HLDGS INC28$0.07B0.8545
26000000000CONFIDENTIAL114$6.46B0.8533
27AQLTISHARES TR15$0.20B0.8530
28VRMVROOM INC44$0.10B0.8480
29BBUCBROOKFIELD BUSINESS CORP131$2.28B0.8450
3067080N119NUVATION BIO INC21$0.01B0.8448
3129977X105EVERCOMMERCE INC90$1.98B0.8417
32ARDTARDENT HEALTH INC126$0.95B0.8406
33BH/ABIGLARI HLDGS INC35$0.33B0.8394
34GBTGGlobal Business Travel Group, Inc.167$2.22B0.8393
35SVVSAVERS VALUE VLG INC151$1.47B0.8386
36KLRSKALARIS THERAPEUTICS INC52$0.15B0.8382
37LIQTLIQTECH INTL INC17$0.01B0.8382
38M2029K104BIRKENSTOCK HOLDING PLC252$7.06B0.8370
39G17434104BROOKFIELD WEALTH SOL LTD108$0.85B0.8358
40CRRFYCARREFOURSA10$0.01B0.8348
41G8656L130TH INTERNATIONAL LIMITED13$0.01B0.8345
42MCWMISTER CAR WASH INC215$1.84B0.8321
43SEATVIVID SEATS INC77$0.06B0.8300
44003CVR016ABIOMED INC10$0.00B0.8300
45G9471C206VERTICAL AEROSPACE LTD75$0.41B0.8289
46GIFTGIFTIFY INC14$0.00B0.8264
47VALNVALNEVA SE19$0.05B0.8260
48SNDASONIDA SENIOR LIVING INC68$0.47B0.8258
49SPUCSIMPLIFY EXCHANGE TRADED FUN17$0.10B0.8247
50VEONVEON LTD114$0.89B0.8240

Smart Score (0–1): Composite of alpha-weighted hedge fund ownership signals. Higher = stronger institutional conviction. Learn more

Top Stocks — Q4 25

Most widely held securities by institutional investors. Click a ticker to view full ownership detail, or use the Screener to filter by any criteria.

# Ticker Company Holders Inst. Value New ↑ Exits ↓ Score
1MSFTMicrosoft Corp6,183$2,581.70B811180.6591
2AAPLApple Inc5,990$2,545.06B93970.6566
3AMZNAmazon.com Inc5,974$1,596.14B1621130.6588
4NVDANvidia Corp5,708$3,088.28B1411160.6510
5GOOGLAlphabet Inc5,560$1,420.50B2521000.6587
6METAMeta Platforms Inc5,043$1,139.14B1522330.6532
7GOOGALPHABET INC5,013$988.64B240970.6594
8JPMJPMorgan Chase & Co4,994$626.34B118960.6528
9BRK/BBERKSHIRE HATHAWAY INC DEL4,793$455.15B1081390.6619
10SPYSPDR S&P 500 ETF TR4,599$895.83B1511430.6091
11AVGOBroadcom Inc4,586$1,237.21B2271200.6556
12VVisa Inc4,485$500.77B1331380.6682
13JNJJohnson & Johnson4,461$362.18B1751040.6550
14XOMExxon Mobil Corp4,441$329.51B1561090.6530
15LLYEli Lilly and Company4,378$838.23B3391050.6889
16WMTWalmart Inc4,328$324.08B175940.6472
17TSLATESLA INC4,257$881.79B1811350.6323
18HDHome Depot Inc4,104$246.14B1112280.6535
19ABBVABBVIE INC4,048$295.03B1261350.6526
20COSTCostco Wholesale Corp4,043$266.48B1131780.6480
21PGThe Procter & Gamble Co3,985$221.86B1151900.6557
22CVXCHEVRON CORP NEW3,931$221.17B1111440.6643
23IVViShares Core S&P 5003,909$557.10B116630.6709
24NDQINVESCO QQQ TR3,827$441.56B1691530.5857
25VOOVANGUARD INDEX FDS3,737$322.65B169950.6792
26ORCLOracle Corp3,705$260.18B1704120.6448
27MAMastercard Inc CL A3,683$434.24B1261220.6748
28IBMInternational Business Machine3,648$178.94B1891150.6450
29CSCOCisco Systems Inc3,640$230.01B1951180.6472
30BACBANK AMERICA CORP3,588$303.57B1711050.6683
31MRKMERCK & CO INC3,549$201.89B2811340.6506
32MCDMCDONALDS CORP3,536$157.61B1161380.6495
33CATCaterpillar Inc3,496$189.61B271940.6571
34VTIVANGUARD INDEX FDS3,487$154.51B114730.7042
35PEPPEPSICO INC3,482$148.34B1471260.6518
36NFLXNetflix Inc3,482$327.61B1853300.6486
37KOCOCA COLA CO3,450$219.69B1431210.6742
38RTXRTX CORPORATION3,295$194.60B2051030.6644
39UNHUNITEDHEALTH GROUP INC3,269$263.10B1752260.6469
40ABTAbbott Labs3,251$167.29B1271770.6623
41DISThe Walt Disney Co3,173$151.42B1291810.6552
42GEGE Aerospace3,171$248.61B186870.6753
43TSMTaiwan Semiconductor Manufactu3,100$259.57B2311020.6676
44AMDADVANCED MICRO DEVICES INC3,099$271.03B3911400.6301
45AMGNAmgen Inc3,064$141.74B220890.6581
46VZVerizon Communications Inc3,042$114.01B1262060.6526
47GLDSPDR GOLD TR3,020$188.99B202880.6020
48PLTRPALANTIR TECHNOLOGIES INC3,013$264.86B1961670.6327
49AXPAmerican Express Co3,006$213.88B215890.6945
50QCOMQUALCOMM INC2,971$138.55B1501240.6471

Source: SEC 13F-HR filings, Q4 25. Not investment advice.

AVDE AVANTIS INTERNATIONAL EQUITY E

common
CUSIP: 025072703
FIGI: BBG00Q9MQ620
Institutional Holders605
Total Institutional Value$9,717,624,179
Total Shares Held135,640,166
Avg Position$16,062,189
Top 5 Holders %20.6%
Alpha-Weighted Score69.0
New Positions+74
Exited Positions-17

Top 15 Institutional Holders by Value

New   Increased   Decreased   Unchanged

Institutional Holders — Q4 25

ManagerAlphaFlowValueSharesChange
AMERIPRISE FINANCIAL INCModerate ConvictionMarket Mover$506,745,915 (5.2%)6,155,29230.3%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCHigh ConvictionSignificant Flow$429,544,954 (4.4%)5,102,04910.5%
ENVESTNET ASSET MANAGEMENT INCHigh ConvictionSignificant Flow$361,628,827 (3.7%)4,392,96412.7%
CORIENT PRIVATE WEALTH LLCHigh ConvictionMarket Mover$360,181,624 (3.7%)5,824,926-38.3%
TWENTIETH CENTURY COMPANIES INCHigh ConvictionMarket Mover$342,202,948 (3.5%)4,156,98318.1%
LPL FINANCIAL LLCHigh ConvictionMarket Mover$268,904,135 (2.8%)3,266,57147.9%
BANK OF AMERICA CORP /DE/Moderate ConvictionMarket Mover$248,891,486 (2.6%)3,023,463-41.0%
ROCKWOOD WEALTH MANAGEMENT, LLCElite ConvictionMinimal Flow$241,647,059 (2.5%)2,935,4609.1%
PNC FINANCIAL SERVICES GROUP, INC.High ConvictionMarket Mover$240,901,739 (2.5%)2,926,40615.7%
VANTAGEPOINT INVESTMENT ADVISERS LLCHigh ConvictionLow Flow$239,539,428 (2.5%)2,909,8573.0%
MORGAN STANLEYModerate ConvictionMarket Mover$229,864,732 (2.4%)2,792,33042.2%
HIGHTOWER ADVISORS, LLCHigh ConvictionSignificant Flow$192,113,110 (2.0%)2,333,7363.4%
ANNEX ADVISORY SERVICES, LLCHigh ConvictionModerate Flow$155,359,328 (1.6%)1,887,261-7.6%
JANE STREET GROUP, LLCModerate ConvictionMarket Mover$139,944,000 (1.4%)1,700,000997.9%
HB WEALTH MANAGEMENT, LLCHigh ConvictionModerate Flow$137,949,790 (1.4%)1,675,7743.8%
MISSION WEALTH MANAGEMENT, LPHigh ConvictionModerate Flow$119,794,451 (1.2%)1,455,229NEW
OAK ROOT LLCElite ConvictionMinimal Flow$117,476,238 (1.2%)1,427,068-
COLONY GROUP, LLCHigh ConvictionSignificant Flow$113,922,904 (1.2%)1,383,9046.2%
GRADIENT INVESTMENTS LLCHigh ConvictionModerate Flow$112,124,013 (1.2%)1,362,0518.1%
UBS Group AGModerate ConvictionMarket Mover$87,365,310 (0.9%)1,061,28913.3%
RAYMOND JAMES FINANCIAL INCModerate ConvictionMarket Mover$82,224,653 (0.8%)998,84232.4%
BEACON POINTE ADVISORS, LLCHigh ConvictionSignificant Flow$81,784,948 (0.8%)993,50012.0%
DIVERSIFIED PORTFOLIOS, INC.High ConvictionLow Flow$77,677,201 (0.8%)943,60114.4%
WELLS FARGO & COMPANY/MNModerate ConvictionMarket Mover$76,901,733 (0.8%)934,18014.6%
FIRST NATIONAL TRUST COHigh ConvictionLow Flow$74,009,713 (0.8%)899,04931.1%
PLANCORP, LLCHigh ConvictionLow Flow$71,327,033 (0.7%)866,4613.5%
HPM PARTNERS LLCHigh ConvictionMarket Mover$68,247,496 (0.7%)829,0515.0%
GREENUP STREET WEALTH MANAGEMENT LLCHigh ConvictionMinimal Flow$67,279,736 (0.7%)852,722-
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COModerate ConvictionSignificant Flow$66,604,246 (0.7%)822,665-68.8%
FIFTH THIRD BANCORPHigh ConvictionSignificant Flow$64,788,557 (0.7%)787,03326.7%
CORRECT CAPITAL WEALTH MANAGEMENTElite ConvictionMinimal Flow$62,959,127 (0.6%)764,81029.0%
PARALLEL ADVISORS, LLCHigh ConvictionModerate Flow$62,320,475 (0.6%)757,05112.2%
ATWOOD & PALMER INCHigh ConvictionLow Flow$62,317,192 (0.6%)757,0127.3%
ESL TRUST SERVICES, LLCElite ConvictionLow Flow$61,325,601 (0.6%)744,9667.3%
APELLA CAPITAL, LLCHigh ConvictionModerate Flow$56,154,617 (0.6%)682,15012.1%
SAVANT CAPITAL, LLCHigh ConvictionModerate Flow$54,450,251 (0.6%)661,44612.2%
CRESSET ASSET MANAGEMENT, LLCHigh ConvictionSignificant Flow$53,971,423 (0.6%)655,629-47.3%
CREATIVE PLANNINGHigh ConvictionSignificant Flow$53,325,855 (0.5%)647,787-
WAVERLY ADVISORS, LLCHigh ConvictionSignificant Flow$53,132,628 (0.5%)645,44080.8%
TCG ADVISORY SERVICES, LLCHigh ConvictionModerate Flow$52,825,393 (0.5%)641,708NEW
GARRETT INVESTMENT ADVISORS LLCHigh ConvictionLow Flow$52,091,476 (0.5%)632,7927.2%
MODERN WEALTH MANAGEMENT, LLCHigh ConvictionModerate Flow$51,652,575 (0.5%)627,46123.7%
BSW WEALTH PARTNERSHigh ConvictionLow Flow$51,359,716 (0.5%)623,903-
COMMONWEALTH EQUITY SERVICES, LLPModerate ConvictionMarket Mover$50,975,585 (0.5%)619,237110,914.4%
SIMPLICITY WEALTH,LLCHigh ConvictionLow Flow$50,716,111 (0.5%)616,08532.6%
VERSANT CAPITAL MANAGEMENT, INCHigh ConvictionLow Flow$49,338,891 (0.5%)599,3553.2%
WILEY BROS.-AINTREE CAPITAL, LLCHigh ConvictionSignificant Flow$45,999,126 (0.5%)558,99232.1%
Bank of New York Mellon CorpHigh ConvictionMarket Mover$44,005,831 (0.5%)534,57015.2%
BRIDGEWATER ADVISORS INC.High ConvictionLow Flow$43,804,938 (0.5%)511,74015.6%
MCLEAN ASSET MANAGEMENT CORPHigh ConvictionMinimal Flow$42,428,788 (0.4%)497,23240.0%
KESTRA ADVISORY SERVICES, LLCHigh ConvictionSignificant Flow$41,424,614 (0.4%)503,214134.6%
HENRICKSON NAUTA WEALTH ADVISORS, INC.High ConvictionMinimal Flow$39,305,409 (0.4%)466,866113.5%
FOUNDATIONS INVESTMENT ADVISORS, LLCHigh ConvictionModerate Flow$38,852,864 (0.4%)471,9748.7%
QUANTUM FINANCIAL ADVISORS, LLCHigh ConvictionLow Flow$38,456,352 (0.4%)467,1579.7%
PACIFIC LIFE FUND ADVISORS LLCElite ConvictionMinimal Flow$37,622,545 (0.4%)457,028-8.4%
RESOURCES INVESTMENT ADVISORS, LLC.High ConvictionModerate Flow$37,483,659 (0.4%)455,341-
HARBOUR INVESTMENTS, INC.High ConvictionModerate Flow$35,613,976 (0.4%)432,628344,462.5%
ROCKEFELLER CAPITAL MANAGEMENT L.P.High ConvictionMarket Mover$34,995,660 (0.4%)424,69443.3%
IAM ADVISORY, LLCHigh ConvictionMinimal Flow$33,743,469 (0.3%)409,9064.9%
MERCER GLOBAL ADVISORS INC /ADVHigh ConvictionSignificant Flow$33,625,084 (0.3%)408,468-
LEGACY FINANCIAL STRATEGIES, LLCHigh ConvictionMinimal Flow$33,349,067 (0.3%)405,115NEW
ZHANG FINANCIAL LLCHigh ConvictionLow Flow$33,109,757 (0.3%)402,20823.3%
MODERA WEALTH MANAGEMENT, LLCHigh ConvictionModerate Flow$31,772,602 (0.3%)385,9652.5%
JSF FINANCIAL, LLCHigh ConvictionMinimal Flow$30,586,024 (0.3%)371,5503.2%
STRATEGIC BLUEPRINT, LLCHigh ConvictionLow Flow$29,611,921 (0.3%)359,71730.2%
COMPASS ION ADVISORS, LLCElite ConvictionLow Flow$29,564,816 (0.3%)359,14510.3%
CVA FAMILY OFFICE, LLCHigh ConvictionLow Flow$29,392,999 (0.3%)357,05834.6%
KRILOGY FINANCIAL LLCHigh ConvictionLow Flow$27,980,263 (0.3%)321,391-2.0%
WCG WEALTH ADVISORS LLCHigh ConvictionModerate Flow$27,904,761 (0.3%)338,9799.0%
SC&H FINANCIAL ADVISORS, INC.High ConvictionMinimal Flow$27,316,116 (0.3%)331,828-
KELMAN-LAZAROV, INC.High ConvictionMinimal Flow$26,865,714 (0.3%)326,357317.6%
JONES FINANCIAL COS LPElite ConvictionMarket Mover$26,855,439 (0.3%)326,23240.1%
CARDIFF PARK ADVISORS, LLCHigh ConvictionLow Flow$26,697,479 (0.3%)324,3133.6%
FINANCIAL ENHANCEMENT GROUP LLCHigh ConvictionMinimal Flow$26,520,807 (0.3%)309,8237.1%
AXXCESS WEALTH MANAGEMENT, LLCHigh ConvictionModerate Flow$26,392,240 (0.3%)320,605913.2%
ACT ADVISORS, LLC.High ConvictionMinimal Flow$25,613,881 (0.3%)311,1505.3%
CAPITAL PLANNING ADVISORS, LLCHigh ConvictionMinimal Flow$25,474,089 (0.3%)309,4526.6%
RVW WEALTH, LLCHigh ConvictionLow Flow$24,876,380 (0.3%)302,191-
BWM Planning, LLCHigh ConvictionMinimal Flow$24,807,076 (0.3%)301,3498.8%
Yardley Wealth Management LLCHigh ConvictionMinimal Flow$24,716,606 (0.3%)300,2503.0%
Oak Wealth Advisors LLC (CIK 0002056728)High ConvictionMinimal Flow$24,710,151 (0.3%)300,172-
TARBOX GROUP, INC.High ConvictionMinimal Flow$24,656,349 (0.3%)299,5184.9%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCElite ConvictionMinimal Flow$24,586,185 (0.3%)298,6664.2%
HTG INVESTMENT ADVISORS, INC.High ConvictionMinimal Flow$23,248,567 (0.2%)282,4176.5%
HORAN Wealth, LLCHigh ConvictionMinimal Flow$23,204,310 (0.2%)281,87976.0%
B&D WHITE CAPITAL COMPANY, LLCElite ConvictionMinimal Flow$22,947,194 (0.2%)278,75623.6%
BUCKINGHAM STRATEGIC PARTNERSHigh ConvictionModerate Flow$22,867,105 (0.2%)277,783120.2%
VISIONARY WEALTH ADVISORSHigh ConvictionLow Flow$22,717,082 (0.2%)275,96111.0%
FIRST NATIONAL BANK SIOUX FALLSHigh ConvictionMinimal Flow$22,473,854 (0.2%)273,0065.9%
GRAND WEALTH MANAGEMENT, LLCElite ConvictionMinimal Flow$22,408,156 (0.2%)272,2089.0%
CALIBER WEALTH MANAGEMENT, LLC / KSHigh ConvictionLow Flow$22,304,778 (0.2%)270,9524.4%
BOYER & CORPORON WEALTH MANAGEMENT, LLCHigh ConvictionMinimal Flow$22,199,475 (0.2%)269,6735.8%
PRIVATE ADVISOR GROUP, LLCHigh ConvictionSignificant Flow$21,832,286 (0.2%)265,21345.1%
MASON & ASSOCIATES INCHigh ConvictionMinimal Flow$21,626,709 (0.2%)262,7153.0%
ECHO WEALTH MANAGEMENT, LLCHigh ConvictionMinimal Flow$21,611,126 (0.2%)262,52618.4%
JPMORGAN CHASE & COHigh ConvictionMarket Mover$21,342,799 (0.2%)259,266-35.9%
CANNON FINANCIAL STRATEGISTS, INC.Elite ConvictionMinimal Flow$21,183,671 (0.2%)257,333-
JOURNEY STRATEGIC WEALTH LLCHigh ConvictionModerate Flow$20,880,064 (0.2%)253,645-54.0%
Freedom Financial Partners LLCHigh ConvictionMinimal Flow$20,846,061 (0.2%)253,2327.1%
TRELLIS WEALTH ADVISORS LLCElite ConvictionMinimal Flow$20,720,869 (0.2%)251,7112.1%