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.

DTD WISDOMTREE US TOTAL DIVIDEND

FUND
CUSIP: 97717W109
FIGI: BBG000BSVPW0
Institutional Holders206
Total Institutional Value$740,483,023
Total Shares Held8,931,486
Avg Position$3,594,578
Top 5 Holders %49.9%
Alpha-Weighted Score63.2
New Positions+19
Exited Positions-13

Top 15 Institutional Holders by Value

New   Increased   Decreased   Unchanged

Institutional Holders — Q4 25

ManagerAlphaFlowValueSharesChange
BANK OF AMERICA CORP /DE/Moderate ConvictionMarket Mover$139,707,708 (18.9%)1,645,944-49.2%
MORGAN STANLEYModerate ConvictionMarket Mover$98,714,486 (13.3%)1,162,9885.8%
LPL FINANCIAL LLCHigh ConvictionMarket Mover$71,174,561 (9.6%)838,5326.0%
WELLS FARGO & COMPANY/MNModerate ConvictionMarket Mover$33,261,792 (4.5%)391,8693.5%
626 FINANCIAL, LLCHigh ConvictionMinimal Flow$26,642,458 (3.6%)313,8842.8%
CONNECTICUT WEALTH MANAGEMENT, LLCHigh ConvictionLow Flow$22,825,081 (3.1%)268,910-
RAYMOND JAMES FINANCIAL INCModerate ConvictionMarket Mover$22,010,400 (3.0%)259,3129.3%
PINNACLE FINANCIAL GROUP, LLC / ILHigh ConvictionMinimal Flow$21,614,337 (2.9%)254,646-
RETIREMENT PLANNING GROUPElite ConvictionLow Flow$20,964,341 (2.8%)246,9887.6%
KESTRA ADVISORY SERVICES, LLCHigh ConvictionSignificant Flow$16,956,042 (2.3%)199,76518.6%
HIGHTOWER ADVISORS, LLCHigh ConvictionSignificant Flow$16,432,554 (2.2%)193,597-
CETERA INVESTMENT ADVISERSHigh ConvictionSignificant Flow$12,098,851 (1.6%)142,540-9.1%
AMERIPRISE FINANCIAL INCModerate ConvictionMarket Mover$11,917,608 (1.6%)140,405-2.1%
OSAIC HOLDINGS, INC.Moderate ConvictionMarket Mover$8,809,095 (1.2%)103,763-43.7%
FOUNDATIONS INVESTMENT ADVISORS, LLCHigh ConvictionModerate Flow$8,576,643 (1.2%)101,04415.9%
VERTEX PLANNING PARTNERS, LLCHigh ConvictionMinimal Flow$8,256,299 (1.1%)97,2702.8%
UBS Group AGModerate ConvictionMarket Mover$7,739,189 (1.0%)91,178-
ROYAL BANK OF CANADAHigh ConvictionMarket Mover$7,365,000 (1.0%)86,763-53.7%
MELONE PRIVATE WEALTH, LLCHigh ConvictionMinimal Flow$6,807,721 (0.9%)80,204-43.2%
FFG RETIREMENT ADVISORS LLCHigh ConvictionMinimal Flow$6,413,703 (0.9%)75,562-
ATRIA INVESTMENTS, INCHigh ConvictionSignificant Flow$6,223,690 (0.8%)73,3236.8%
JPMORGAN CHASE & COHigh ConvictionMarket Mover$5,983,326 (0.8%)70,491-53.2%
VESTMARK ADVISORY SOLUTIONS, INC.High ConvictionModerate Flow$5,716,753 (0.8%)67,3517.9%
Envision Financial LLCHigh ConvictionMinimal Flow$5,562,166 (0.8%)65,5304.6%
ENVESTNET ASSET MANAGEMENT INCHigh ConvictionSignificant Flow$4,972,028 (0.7%)58,577-6.5%
PATHSTONE HOLDINGS, LLCHigh ConvictionSignificant Flow$4,420,041 (0.6%)52,074-
STEWARD PARTNERS INVESTMENT ADVISORY, LLCHigh ConvictionSignificant Flow$4,270,321 (0.6%)50,310-
MERIT FINANCIAL GROUP, LLCHigh ConvictionSignificant Flow$3,345,926 (0.5%)39,419-46.7%
CORIENT PRIVATE WEALTH LLCHigh ConvictionMarket Mover$3,213,575 (0.4%)37,860-47.7%
COMMONWEALTH EQUITY SERVICES, LLPModerate ConvictionMarket Mover$2,972,696 (0.4%)35,02298,923.9%
CREATIVE PLANNINGHigh ConvictionSignificant Flow$2,894,335 (0.4%)34,0992.4%
CERTIFIED ADVISORY CORPHigh ConvictionLow Flow$2,888,284 (0.4%)34,0283.3%
LCNB CORPHigh ConvictionMinimal Flow$2,833,549 (0.4%)33,383-
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLCHigh ConvictionMinimal Flow$2,798,578 (0.4%)32,971-
AVANT CAPITAL LLCHigh ConvictionMinimal Flow$2,687,504 (0.4%)31,662-
COLONY GROUP, LLCHigh ConvictionSignificant Flow$2,644,469 (0.4%)31,1584.2%
ROCKEFELLER CAPITAL MANAGEMENT L.P.High ConvictionMarket Mover$2,520,327 (0.3%)29,692-
SUSQUEHANNA INTERNATIONAL GROUP, LLPModerate ConvictionMarket Mover$2,212,397 (0.3%)26,065-45.1%
MARINER, LLCHigh ConvictionMarket Mover$2,113,710 (0.3%)24,902-
GOLDMAN SACHS GROUP INCHigh ConvictionMarket Mover$2,061,820 (0.3%)24,291-22.3%
JANE STREET GROUP, LLCModerate ConvictionMarket Mover$1,870,585 (0.3%)22,038NEW
AssuredPartners Investment Advisors, LLC (CIK 0002055492)High ConvictionLow Flow$1,771,017 (0.2%)20,865NEW
VERUS CAPITAL PARTNERS, LLCHigh ConvictionLow Flow$1,697,073 (0.2%)19,994-
SONATA CAPITAL GROUP INCHigh ConvictionMinimal Flow$1,646,588 (0.2%)19,399NEW
STRATOS WEALTH PARTNERS, LTD.High ConvictionModerate Flow$1,616,321 (0.2%)19,0423.1%
CHERRYDALE WEALTH MANAGEMENT, LLCElite ConvictionMinimal Flow$1,580,180 (0.2%)18,617-
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCHigh ConvictionSignificant Flow$1,569,203 (0.2%)18,14311.7%
CLEARWATER CAPITAL PARTNERS, LLCHigh ConvictionLow Flow$1,537,941 (0.2%)18,119-
MERCER GLOBAL ADVISORS INC /ADVHigh ConvictionSignificant Flow$1,502,779 (0.2%)17,704115.0%
FMR LLCHigh ConvictionMarket Mover$1,475,630 (0.2%)17,385-3.4%
CAPTRUST FINANCIAL ADVISORSHigh ConvictionSignificant Flow$1,389,128 (0.2%)16,366-3.8%
KEY FINANCIAL INCHigh ConvictionLow Flow$1,250,468 (0.2%)14,7322.9%
BLAIR WILLIAM & CO/ILHigh ConvictionSignificant Flow$1,197,657 (0.2%)14,110-
HB WEALTH MANAGEMENT, LLCHigh ConvictionModerate Flow$1,185,349 (0.2%)13,965-
SHARPER & GRANITE LLCHigh ConvictionMinimal Flow$1,128,055 (0.2%)13,290-
PCA INVESTMENT ADVISORY SERVICES INC.Elite ConvictionMinimal Flow$1,045,382 (0.1%)12,316-
JFS WEALTH ADVISORS, LLCHigh ConvictionLow Flow$1,029,435 (0.1%)12,128-
JONES FINANCIAL COS LPElite ConvictionMarket Mover$1,025,922 (0.1%)12,08713.2%
PRIVATE ADVISOR GROUP, LLCHigh ConvictionSignificant Flow$1,024,419 (0.1%)12,069-
MGO PRIVATE WEALTH, LLCHigh ConvictionMinimal Flow$1,023,300 (0.1%)12,056-
PANORAMIC INVESTMENT ADVISORS, LLCHigh ConvictionMinimal Flow$1,001,270 (0.1%)11,7963.0%
INSTITUTE FOR WEALTH MANAGEMENT, LLC.High ConvictionLow Flow$974,253 (0.1%)11,4783.2%
KMG FIDUCIARY PARTNERS, LLCHigh ConvictionLow Flow$926,554 (0.1%)10,9164.2%
GATEWAY WEALTH PARTNERS, LLCHigh ConvictionLow Flow$908,076 (0.1%)10,698-
WHITTIER TRUST CO OF NEVADA INCHigh ConvictionModerate Flow$905,291 (0.1%)10,4672.7%
DSG Capital Advisors, LLCHigh ConvictionLow Flow$879,131 (0.1%)10,076NEW
SPIRE WEALTH MANAGEMENTHigh ConvictionModerate Flow$847,950 (0.1%)9,990-
OXENFREE CAPITAL LLCHigh ConvictionMinimal Flow$815,782 (0.1%)9,61124.8%
BELPOINTE ASSET MANAGEMENT LLCHigh ConvictionModerate Flow$807,124 (0.1%)9,5098.2%
WILEY BROS.-AINTREE CAPITAL, LLCHigh ConvictionSignificant Flow$764,027 (0.1%)9,00157.9%
BALLENTINE, FINN & COMPANY, INC.High ConvictionModerate Flow$733,363 (0.1%)8,640-
NBC SECURITIES, INC.High ConvictionModerate Flow$729,798 (0.1%)8,598-24.2%
QUANTINNO CAPITAL MANAGEMENT LPHigh ConvictionSignificant Flow$690,612 (0.1%)8,13614.3%
Cornerstone Financial Group, LLC /NE/ (CIK 0002056783)High ConvictionMinimal Flow$662,064 (0.1%)7,800-
SAVANT CAPITAL, LLCHigh ConvictionModerate Flow$658,075 (0.1%)7,7533.0%
AVESTAR CAPITAL, LLCHigh ConvictionLow Flow$607,401 (0.1%)7,156-
REVISOR WEALTH MANAGEMENT LLCHigh ConvictionLow Flow$605,998 (0.1%)6,9634.0%
ARKADIOS WEALTH ADVISORSHigh ConvictionSignificant Flow$598,674 (0.1%)7,053-
BAIRD FINANCIAL GROUP, INC.High ConvictionSignificant Flow$589,242 (0.1%)6,942-
SANIBEL CAPTIVA TRUST COMPANY, INC.High ConvictionLow Flow$581,428 (0.1%)6,850-
ALTA WEALTH ADVISORS LLCHigh ConvictionMinimal Flow$580,151 (0.1%)6,835-
EVOLUTION WEALTH MANAGEMENT INC.High ConvictionMinimal Flow$561,481 (0.1%)6,615-
SUNBELT SECURITIES, INC.High ConvictionLow Flow$543,864 (0.1%)6,407-
GREAT VALLEY ADVISOR GROUP, INC.High ConvictionModerate Flow$522,704 (0.1%)6,155-6.1%
NORDEN GROUP LLCHigh ConvictionLow Flow$519,126 (0.1%)6,116-
HPM PARTNERS LLCHigh ConvictionMarket Mover$511,317 (0.1%)6,024-
Quartz Partners, LLC (CIK 0001659978)High ConvictionMinimal Flow$475,583 (0.1%)5,6034.9%
GENEOS WEALTH MANAGEMENT INC.High ConvictionModerate Flow$466,840 (0.1%)5,500-2.1%
MML INVESTORS SERVICES, LLCHigh ConvictionSignificant Flow$466,413 (0.1%)5,49521.0%
ELEMENT WEALTH, LLCHigh ConvictionMinimal Flow$438,999 (0.1%)5,17234.0%
INSIGNEO ADVISORY SERVICES, LLCHigh ConvictionLow Flow$430,681 (0.1%)5,074NEW
WILLIS INVESTMENT COUNSELHigh ConvictionLow Flow$430,002 (0.1%)5,066-2.3%
SANDY COVE ADVISORS, LLCHigh ConvictionMinimal Flow$420,203 (0.1%)4,951-
GRADIENT CAPITAL ADVISORS, LLCHigh ConvictionMinimal Flow$408,697 (0.1%)4,815-
REGIONS FINANCIAL CORPHigh ConvictionSignificant Flow$407,424 (0.1%)4,800-82.6%
PUTNAM FL INVESTMENT MANAGEMENT COHigh ConvictionModerate Flow$406,321 (0.1%)4,787-
SEQUOIA FINANCIAL ADVISORS, LLCHigh ConvictionModerate Flow$403,005 (0.1%)4,748-
ARVEST INVESTMENTS, INC.High ConvictionLow Flow$389,075 (0.1%)4,583-2.3%
TEAM FINANCIAL GROUP, LLCElite ConvictionMinimal Flow$385,258 (0.1%)4,539-
INTERNATIONAL PRIVATE WEALTH ADVISORS LLCHigh ConvictionMinimal Flow$382,455 (0.1%)4,506-11.7%