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.

IWR ISHARES TR

RUS MID CAP ETF
CUSIP: 464287499
FIGI: BBG000JWXHK2
Institutional Holders1,494
Total Institutional Value$38,187,919,142
Total Shares Held402,375,901
Avg Position$25,560,856
Top 5 Holders %53.6%
Alpha-Weighted Score67.2
New Positions+87
Exited Positions-65

Top 15 Institutional Holders by Value

New   Increased   Decreased   Unchanged

Institutional Holders — Q4 25

ManagerAlphaFlowValueSharesChange
JONES FINANCIAL COS LPElite ConvictionMarket Mover$7,597,710,667 (19.9%)78,920,8554.9%
BANK OF AMERICA CORP /DE/Moderate ConvictionMarket Mover$6,408,658,286 (16.8%)66,569,630-46.8%
WELLS FARGO & COMPANY/MNModerate ConvictionMarket Mover$4,013,119,669 (10.5%)41,686,0883.3%
US BANCORP \DE\High ConvictionSignificant Flow$1,244,672,408 (3.3%)12,928,971-5.5%
PNC FINANCIAL SERVICES GROUP, INC.High ConvictionMarket Mover$1,203,154,213 (3.2%)12,497,707-2.2%
MORGAN STANLEYModerate ConvictionMarket Mover$1,039,501,367 (2.7%)10,797,7694.2%
Bank of New York Mellon CorpHigh ConvictionMarket Mover$1,037,736,691 (2.7%)10,779,4407.2%
NORTHERN TRUST CORPHigh ConvictionMarket Mover$994,622,265 (2.6%)10,331,5915.1%
BAIRD FINANCIAL GROUP, INC.High ConvictionSignificant Flow$835,765,155 (2.2%)8,681,4692.3%
ROYAL BANK OF CANADAHigh ConvictionMarket Mover$761,679,000 (2.0%)7,911,910-46.3%
JPMORGAN CHASE & COHigh ConvictionMarket Mover$648,797,318 (1.7%)6,739,350-49.3%
UBS Group AGModerate ConvictionMarket Mover$578,966,432 (1.5%)6,013,986-
ENVESTNET ASSET MANAGEMENT INCHigh ConvictionSignificant Flow$442,712,430 (1.2%)4,598,65413.5%
TRUIST FINANCIAL CORPHigh ConvictionSignificant Flow$402,441,934 (1.1%)4,180,346-
FMR LLCHigh ConvictionMarket Mover$390,517,009 (1.0%)4,056,476-
AMG NATIONAL TRUST BANKHigh ConvictionLow Flow$366,944,761 (1.0%)3,811,621-
LPL FINANCIAL LLCHigh ConvictionMarket Mover$338,876,729 (0.9%)3,520,0669.5%
TIAA TRUST, NATIONAL ASSOCIATIONHigh ConvictionModerate Flow$309,839,338 (0.8%)3,218,434-3.8%
CIBC PRIVATE WEALTH GROUP, LLCHigh ConvictionSignificant Flow$303,211,964 (0.8%)3,149,6006.1%
RAYMOND JAMES FINANCIAL INCModerate ConvictionMarket Mover$281,236,794 (0.7%)2,921,3344.4%
AMERIPRISE FINANCIAL INCModerate ConvictionMarket Mover$271,868,106 (0.7%)2,824,289-10.6%
JOHNSON INVESTMENT COUNSEL INCHigh ConvictionModerate Flow$271,235,153 (0.7%)2,817,4425.2%
CETERA INVESTMENT ADVISERSHigh ConvictionSignificant Flow$217,227,104 (0.6%)2,256,4363.4%
FIFTH THIRD BANCORPHigh ConvictionSignificant Flow$195,069,013 (0.5%)2,026,270-
GOLDMAN SACHS GROUP INCHigh ConvictionMarket Mover$186,948,831 (0.5%)1,941,922-3.0%
PATHSTONE HOLDINGS, LLCHigh ConvictionSignificant Flow$183,781,861 (0.5%)1,908,855-3.4%
MARINER, LLCHigh ConvictionMarket Mover$170,915,040 (0.4%)1,775,3142.2%
KEYBANK NATIONAL ASSOCIATION/OHHigh ConvictionSignificant Flow$151,120,897 (0.4%)1,569,761-
BANK OF MONTREAL /CAN/High ConvictionMarket Mover$148,959,385 (0.4%)1,547,3099.7%
COMMERCE BANKHigh ConvictionSignificant Flow$142,856,881 (0.4%)1,483,919-
GLENVIEW TRUST COHigh ConvictionModerate Flow$125,773,192 (0.3%)1,306,463-
OAKWORTH CAPITAL, INC.High ConvictionLow Flow$114,127,799 (0.3%)1,185,4972.2%
FIRST WESTERN TRUST BANKElite ConvictionLow Flow$102,939,437 (0.3%)1,069,278-
UMB BANK, N.A.High ConvictionModerate Flow$92,983,535 (0.2%)965,8626.2%
FIRST NATIONAL BANK NORTH DAKOTAElite ConvictionLow Flow$92,671,908 (0.2%)962,625156.2%
GERMAN AMERICAN BANCORP, INC.High ConvictionLow Flow$92,321,292 (0.2%)958,983-
CREATIVE PLANNINGHigh ConvictionSignificant Flow$90,451,973 (0.2%)939,565-
WAVERLY ADVISORS, LLCHigh ConvictionSignificant Flow$89,861,226 (0.2%)933,429425.7%
ROCKEFELLER CAPITAL MANAGEMENT L.P.High ConvictionMarket Mover$89,321,825 (0.2%)925,98636.4%
WASHINGTON TRUST COHigh ConvictionLow Flow$88,066,449 (0.2%)914,786-
COMMONWEALTH EQUITY SERVICES, LLPModerate ConvictionMarket Mover$87,520,532 (0.2%)909,11587,358.4%
Atlantic Union Bankshares CorpHigh ConvictionModerate Flow$85,797,174 (0.2%)891,214-
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCHigh ConvictionSignificant Flow$85,724,170 (0.2%)858,6157.3%
LIDO ADVISORS, LLCHigh ConvictionSignificant Flow$85,268,177 (0.2%)885,351-3.9%
JMG FINANCIAL GROUP, LTD.High ConvictionLow Flow$83,577,586 (0.2%)868,158-2.6%
HPM PARTNERS LLCHigh ConvictionMarket Mover$82,774,201 (0.2%)859,813-
ALBION MANAGEMENT GROUP/UTHigh ConvictionLow Flow$82,163,813 (0.2%)853,473-2.7%
HARTLAND & CO., LLCHigh ConvictionModerate Flow$73,647,663 (0.2%)765,011-
FACTORY MUTUAL INSURANCE COHigh ConvictionModerate Flow$73,040,049 (0.2%)758,700-
NORTHROCK PARTNERS, LLCHigh ConvictionModerate Flow$69,210,654 (0.2%)718,92225.8%
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPElite ConvictionMinimal Flow$67,587,990 (0.2%)702,067-
OSAIC HOLDINGS, INC.Moderate ConvictionMarket Mover$66,310,158 (0.2%)688,543-48.5%
MILLBURN RIDGEFIELD CORPElite ConvictionMinimal Flow$65,958,428 (0.2%)685,140-
CATALYST CAPITAL ADVISORS LLCHigh ConvictionLow Flow$65,958,428 (0.2%)685,140-
BADGLEY PHELPS WEALTH MANAGERS, LLCHigh ConvictionModerate Flow$65,873,850 (0.2%)684,2613.2%
FRANKLIN RESOURCES INCHigh ConvictionMarket Mover$64,195,051 (0.2%)666,8232.7%
CITIZENS BUSINESS BANKHigh ConvictionLow Flow$63,022,001 (0.2%)654,638-
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCHigh ConvictionModerate Flow$58,569,346 (0.2%)608,40948.1%
CORIENT PRIVATE WEALTH LLCHigh ConvictionMarket Mover$55,397,115 (0.1%)706,549-26.1%
COMERICA BANKHigh ConvictionSignificant Flow$53,430,166 (0.1%)555,003-
STEWARD PARTNERS INVESTMENT ADVISORY, LLCHigh ConvictionSignificant Flow$50,914,566 (0.1%)528,8738.5%
HIGHTOWER ADVISORS, LLCHigh ConvictionSignificant Flow$50,290,767 (0.1%)522,393-
M&T BANK CORPHigh ConvictionSignificant Flow$49,958,261 (0.1%)732,71220.0%
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/High ConvictionLow Flow$49,869,140 (0.1%)518,013-
STOCK YARDS BANK & TRUST COHigh ConvictionLow Flow$49,822,080 (0.1%)517,524-
COLONY GROUP, LLCHigh ConvictionSignificant Flow$48,324,689 (0.1%)501,9586.6%
MIRACLE MILE ADVISORS, LLCHigh ConvictionModerate Flow$46,959,586 (0.1%)487,790-4.0%
HUNTINGTON TRUST CO N AHigh ConvictionSignificant Flow$45,820,203 (0.1%)475,955-3.5%
PRINCIPAL FINANCIAL GROUP INCHigh ConvictionMarket Mover$44,212,306 (0.1%)459,253679.9%
STEGNER INVESTMENT ASSOCIATES INC.High ConvictionMinimal Flow$42,643,931 (0.1%)442,9629.9%
MCCORMACK ADVISORS INTERNATIONALHigh ConvictionSignificant Flow$42,342,675 (0.1%)439,833-
RIVER WEALTH ADVISORS LLCHigh ConvictionLow Flow$41,414,331 (0.1%)430,1894.2%
BNP PARIBAS FINANCIAL MARKETSModerate ConvictionMarket Mover$41,252,369 (0.1%)428,507-47.5%
STEPHENS INC /AR/High ConvictionModerate Flow$40,929,370 (0.1%)425,152-
BLACKROCK FUNDING, INC. /DEHigh ConvictionMarket Mover$38,145,929 (0.1%)396,2393.2%
OAKMONT PARTNERS LLCHigh ConvictionModerate Flow$35,714,343 (0.1%)370,981-
BROWN ADVISORY INCHigh ConvictionSignificant Flow$35,712,814 (0.1%)370,96510.3%
CAPTRUST FINANCIAL ADVISORSHigh ConvictionSignificant Flow$34,637,913 (0.1%)359,800-2.7%
GILBERT & COOK, INC.High ConvictionLow Flow$33,943,643 (0.1%)352,588-3.0%
BRYN MAWR TRUST COHigh ConvictionModerate Flow$33,454,114 (0.1%)347,503-55.7%
COASTLINE TRUST COHigh ConvictionLow Flow$33,236,063 (0.1%)345,238-5.4%
ENVESTNET PORTFOLIO SOLUTIONS, INC.High ConvictionModerate Flow$31,318,989 (0.1%)325,3244.1%
DAVIDSON D A & COHigh ConvictionModerate Flow$31,173,863 (0.1%)323,817-
MML INVESTORS SERVICES, LLCHigh ConvictionSignificant Flow$31,155,567 (0.1%)323,6277.8%
CONSOLIDATED INVESTMENT GROUP LLCElite ConvictionMinimal Flow$31,108,688 (0.1%)323,140-
MERCER GLOBAL ADVISORS INC /ADVHigh ConvictionSignificant Flow$30,756,956 (0.1%)318,585-
STIFEL FINANCIAL CORPHigh ConvictionMarket Mover$30,652,992 (0.1%)318,40015.2%
AE WEALTH MANAGEMENT LLCModerate ConvictionSignificant Flow$29,685,562 (0.1%)308,3587.2%
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.High ConvictionModerate Flow$29,406,352 (0.1%)305,464-44.4%
REGIONS FINANCIAL CORPHigh ConvictionSignificant Flow$28,829,880 (0.1%)299,469-
NEWEDGE ADVISORS, LLCHigh ConvictionSignificant Flow$28,815,287 (0.1%)299,31844.1%
COLDSTREAM CAPITAL MANAGEMENT INCHigh ConvictionModerate Flow$27,202,761 (0.1%)282,567-2.8%
BOKF, NAHigh ConvictionModerate Flow$26,019,471 (0.1%)270,27664.8%
SIGMA MANAGEMENT SERVICES INCElite ConvictionLow Flow$25,699,631 (0.1%)266,954-
BEACON POINTE ADVISORS, LLCHigh ConvictionSignificant Flow$25,537,950 (0.1%)265,27425.6%
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INCHigh ConvictionModerate Flow$24,893,978 (0.1%)258,58512.3%
KESTRA ADVISORY SERVICES, LLCHigh ConvictionSignificant Flow$24,391,526 (0.1%)253,366-3.5%
AXXCESS WEALTH MANAGEMENT, LLCHigh ConvictionModerate Flow$23,925,790 (0.1%)248,528NEW
CRESSET ASSET MANAGEMENT, LLCHigh ConvictionSignificant Flow$23,870,708 (0.1%)247,956-49.1%
DT INVESTMENT PARTNERS, LLCHigh ConvictionLow Flow$23,748,269 (0.1%)246,684-