NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK
1141802
Location
MILWAUKEE, WI
Portfolio Value
Mega
$186,863,494,483
Diversification
Moderately concentrated
Files via
12th Street Asset Management Company, LLC
ACADIAN ASSET MANAGEMENT LLC
AFFINITY INVESTMENT ADVISORS, LLC
Alley Co LLC
ALLIANCEBERNSTEIN L.P.
Allspring Funds Management, LLC
ALTA CAPITAL MANAGEMENT LLC/
Aristotle Atlantic Partners, LLC
+ 70 more
Aristotle Capital Management, LLC BERKSHIRE ASSET MANAGEMENT LLC/PA BlackRock Investment Management, LLC BNY Mellon Securities Corp Boston Partners BRANDES INVESTMENT PARTNERS, LP Brown Advisory LLC CAMPBELL NEWMAN ASSET MANAGEMENT INC CAPITAL RESEARCH & MANAGEMENT CO Capital Wealth Planning, LLC CAUSEWAY CAPITAL MANAGEMENT LLC CHILTON CAPITAL MANAGEMENT LLC COHEN & STEERS CAPITAL MANAGEMENT INC COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC CONGRESS ASSET MANAGEMENT CO Copeland Capital Management, LLC Crossmark Global Holdings, Inc. Dana Investment Advisors, Inc. DAVIDSON INVESTMENT ADVISORS EAGLE ASSET MANAGEMENT INC EARNEST PARTNERS LLC EATON VANCE MANAGEMENT FAYEZ SAROFIM & CO FEDERATED INVESTMENT COUNSELING FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC FIRST TRUST ADVISORS LP FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC FRED ALGER MANAGEMENT, LLC FULLER & THALER ASSET MANAGEMENT, INC. GOLDMAN SACHS ASSET MANAGEMENT, L.P. Hartford Funds Management Co LLC HEARTLAND ADVISORS INC Hillman Capital Management, Inc. Invesco Advisers, Inc. JANUS HENDERSON INVESTORS US LLC JENNISON ASSOCIATES LLC JENSEN INVESTMENT MANAGEMENT INC KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC LAZARD ASSET MANAGEMENT LLC LOGAN CAPITAL MANAGEMENT INC LONDON CO OF VIRGINIA LOOMIS SAYLES & CO L P Madison Investment Advisors, LLC MANULIFE INVESTMENT MANAGEMENT (US) LLC MDT ADVISERS INC MFS Institutional Advisors, Inc. Neuberger Berman Investment Advisers LLC OAK RIDGE INVESTMENTS LLC PARAMETRIC PORTFOLIO ASSOCIATES LLC PARNASSUS INVESTMENTS, LLC PGIM Custom Harvest LLC POLEN CAPITAL MANAGEMENT LLC PRINCIPAL REAL ESTATE INVESTORS LLC PUTNAM INVESTMENT MANAGEMENT LLC QRG CAPITAL MANAGEMENT, INC. Raub Brock Capital Management LP REINHART PARTNERS, LLC. Riverwater Partners LLC Robert W. Baird & Co. Inc RUSSELL FRANK CO/ SCHAFER CULLEN CAPITAL MANAGEMENT INC SCOUT INVESTMENTS, INC. SpiderRock Advisors, LLC Suncoast Equity Management Wakefield Asset Managment Corp WCM INVESTMENT MANAGEMENT, LLC WESTFIELD CAPITAL MANAGEMENT CO LP ZACKS INVESTMENT MANAGEMENT ZEVENBERGEN CAPITAL INVESTMENTS LLC LORD, ABBETT & CO. LLCFiling Date
Global Rank
#60
/ 8,823
▼ 2
Top Industry
Semiconductors
14.1%
Period ended 4 months ago
Filed Aug 12, 2026 · 3mo
26 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Unknown
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Concentrated
The top 10 positions are 71.9% of the book (60%+)
Turnover
Low turnover
8.1% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 24.3 quarters (12+), a floor since 83.7% of the book was already held when coverage starts
Closest benchmark: every 13F filer's combined book, active share 78.5%; sector active share 76.7% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
4,023 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
37.3%
−1.7 pts
Top 5
59.1%
−1.9 pts
Top 10
71.9%
−1.1 pts
HHI
1,562
Moderately concentrated−127
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 89.6% | $167,442,828,237 |
| Technology | 3.9% | $7,220,809,998 |
| Financial Services | 2.2% | $4,109,780,328 |
| Communication Services | 1.1% | $2,010,242,148 |
| Consumer Cyclical | 0.8% | $1,577,857,270 |
| Industrials | 0.8% | $1,423,925,411 |
| Healthcare | 0.6% | $1,193,105,702 |
| Consumer Defensive | 0.4% | $660,327,791 |
| Energy | 0.3% | $592,670,053 |
| Utilities | 0.2% | $296,980,373 |
| Basic Materials | 0.1% | $219,893,997 |
| Real Estate | 0.1% | $115,073,175 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHH | Schwab U.S. REIT ETF | +42,224,379 | 49,794,731 | $1,179,139,230 | |
| AVLV | Avantis U.S. Large Cap Value ETF | +29,966,939 | 32,368,237 | $2,952,306,896 | |
| VO | VANGUARD MID-CAP INDEX FUND | +18,076,710 | 24,385,742 | $1,964,759,232 | |
| CGSM | Capital Group Short Duration Municipal Income ETF | +10,462,597 | 11,567,287 | $305,202,867 | |
| VUG | VANGUARD GROWTH INDEX FUND | +9,112,231 | 10,888,180 | $937,907,825 | |
| SCHF | Schwab International Equity ETF | +7,107,519 | 309,394,253 | $8,570,220,808 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | +6,457,740 | 141,274,305 | $10,370,946,730 | |
| FBND | Fidelity Total Bond ETF | +5,802,903 | 101,656,759 | $4,624,365,966 | |
| VNQ | VANGUARD REAL ESTATE INDEX FUND | +4,118,355 | 16,949,846 | $1,634,473,649 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +4,107,038 | 4,731,562 | $565,516,290 | |
| IJH | iShares Core S&P Mid-Cap ETF | +4,017,678 | 132,841,270 | $10,243,390,329 | |
| IUSB | iShares Core Universal USD Bond ETF | +3,083,604 | 33,421,651 | $1,542,409,193 | |
| SCHX | Schwab U.S. Large-Cap ETF | +3,009,782 | 37,819,350 | $1,113,023,470 | |
| VEA | Vanguard FTSE Developed Markets ETF | +2,675,380 | 66,823,471 | $4,761,172,308 | |
| DFIV | Dimensional International Value ETF | +2,369,200 | 33,545,101 | $1,812,106,356 | |
| IQLT | iShares MSCI Intl Quality Factor ETF | +2,291,016 | 59,026,522 | $2,924,764,165 | |
| FMDE | Fidelity Enhanced Mid Cap Core ETF | +2,237,336 | 13,272,880 | $538,613,470 | |
| IWF | iShares Russell 1000 Growth ETF | +2,035,364 | 2,701,639 | $335,462,514 | |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | +1,920,027 | 15,169,385 | $1,031,669,873 | |
| CGDV | Capital Group Dividend Value ETF | +1,782,798 | 21,588,874 | $1,063,899,710 | |
| INTF | iShares International Equity Factor ETF | +1,661,573 | 21,882,011 | $896,287,170 | |
| JCPB | JPMorgan Core Plus Bond ETF | +1,656,571 | 4,729,235 | $221,990,290 | |
| BAI | BlackRock ETF Trust | +1,494,611 | 4,331,839 | $228,374,552 | |
| CGCB | Capital Group Fixed Income ETF Trust | +1,370,451 | 6,744,786 | $176,578,497 | |
| IJR | iShares Core S&P Small-Cap ETF | +1,132,592 | 44,570,998 | $6,610,324,713 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VLUE | iShares MSCI USA Value Factor ETF | −19,725,283 | 3,302,880 | $659,948,452 | |
| TLT | iShares 20+ Year Treasury Bond ETF | −5,384,687 | 38,995,705 | $3,370,008,826 | |
| ABEV | Ambev S.A. | −2,706,320 | 120,597 | $378,674 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −2,510,518 | 77,649,601 | $4,634,904,683 | |
| SOFI | SoFi Technologies, Inc. | −1,339,121 | 286,663 | $5,139,867 | |
| IBHF | iShares iBonds 2026 Term High Yield and Income ETF | −847,126 | 220,129 | $4,985,921 | |
| THRO | −647,406 | 2,367,879 | $102,079,263 | ||
| BPRE | Bluerock Private Real Estate Fund | −630,383 | 2,781,441 | $36,186,547 | |
| QGRO | American Century U.S. Quality Growth ETF | −583,327 | 251,142 | $29,647,313 | |
| ROKU | Roku, Inc | −473,029 | 28,900 | $3,992,246 | |
| CVE | Cenovus Energy Inc. | −435,085 | 121,500 | $3,014,415 | |
| PNR | PENTAIR plc | −433,877 | 21,619 | $1,657,312 | |
| VGLT | VANGUARD LONG-TERM TREASURY INDEX FUND | −412,657 | 192,695 | $10,632,910 | |
| SPTI | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF | −395,265 | 324,190 | $9,203,754 | |
| — | −383,811 | 75,649 | $1,395,724 | ||
| MRVL | Marvell Technology, Inc. | −372,453 | 382,348 | $113,897,645 | |
| PRF | Victory Portfolios II | −352,129 | 1,581,355 | $85,440,610 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | −349,357 | 38,222,195 | $1,933,278,623 | |
| SCHD | Schwab U.S. Dividend Equity ETF | −336,004 | 13,398,710 | $424,873,094 | |
| IDEV | iShares Core MSCI International Developed Markets ETF | −335,808 | 830,678 | $73,938,648 | |
| COWZ | Pacer US Cash Cows 100 ETF | −289,879 | 7,353,591 | $457,393,360 | |
| QUAL | iShares MSCI USA Quality Factor ETF | −287,735 | 1,613,234 | $353,991,936 | |
| SPYV | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF | −287,257 | 1,870,677 | $113,718,454 | |
| CGUS | Capital Group Core Equity ETF | −280,605 | 4,232,575 | $188,264,936 | |
| XSHQ | Invesco S&P SmallCap Quality ETF | −270,801 | 154,071 | $7,449,949 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CSRE | Cohen & Steers Real Estate Active ETF | 1,031,995 | $29,288,018 | |
| RAAX | VanEck Real Assets ETF | 626,119 | $24,838,140 | |
| HONA | Honeywell Aerospace Inc. | 45,116 | $9,974,245 | |
| CLOA | 145,585 | $7,557,317 | ||
| MIAX | Miami International Holdings, Inc. | 151,179 | $5,617,811 | |
| JCAL | JPMorgan California Tax Free Bond ETF | 68,659 | $3,455,607 | |
| PGY | Pagaya Technologies Ltd. | 154,470 | $2,819,077 | |
| MGNR | American Beacon GLG Natural Resources ETF | 50,802 | $2,466,437 | |
| FDXF | FedEx Freight Holding Company, Inc. | 12,882 | $1,945,182 | |
| JTNY | JPMorgan New York Tax Free Bond ETF | 25,685 | $1,288,873 | |
| FNRN | First Northern Community Bancorp | 67,180 | $1,205,209 | |
| CAST | FreeCast, Inc. | 117,992 | $792,906 | |
| SPCX | Space Exploration Technologies Corp | 4,199 | $717,441 | |
| PBUS | Invesco Ltd. | 8,305 | $621,546 | |
| CBRS | Cerebras Systems Inc. | 2,422 | $535,262 | |
| BUFD | FT Vest Laddered Deep Buffer ETF | 16,959 | $504,021 | |
| FBLA | FB Bancorp, Inc. | 30,000 | $451,800 | |
| MUNY | Vanguard New York Tax-Exempt Bond ETF | 3,851 | $400,504 | |
| AVMC | Avantis U.S. Mid Cap Equity ETF | 4,476 | $359,199 | |
| FMAG | Fidelity Magellan ETF | 9,748 | $358,453 | |
| BKMI | 10,503 | $277,720 | ||
| INMU | 10,969 | $265,998 | ||
| TUSI | Touchstone ETF Trust-Touchstone Ultra Short Income ETF | 8,877 | $224,233 | |
| XBIL | US Treasury 6 Month Bill ETF | 3,025 | $151,250 | |
| AIVL | WisdomTree U.S. AI Enhanced Value Fund | 1,103 | $144,636 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LDRC | iShares iBonds 1-5 Year Corporate Ladder ETF | 133,707 | $3,376,101 | |
| OI | O-I Glass, Inc. | 97,269 | $1,022,297 | |
| — | 21,288 | $748,060 | ||
| — | 17,996 | $464,117 | ||
| — | 10,281 | $413,605 | ||
| OAKM | Oakmark U.S. Large Cap ETF | 13,757 | $379,211 | |
| IWMI | NEOS Russell 2000(R) High Income ETF | 6,685 | $316,869 | |
| FJUN | FT Vest U.S. Equity Buffer ETF - June | 4,874 | $275,395 | |
| NXJ | NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND | 19,754 | $242,974 | |
| WTPI | WisdomTree Equity Premium Income Fund | 5,711 | $182,238 | |
| GDMN | WisdomTree Efficient Gold Plus Gold Miners Strategy Fund | 1,611 | $163,000 | |
| — | 1,874 | $141,655 | ||
| CTOS | Custom Truck One Source, Inc. | 20,000 | $131,400 | |
| — | 5,233 | $109,311 | ||
| QHY | WisdomTree U.S. High Yield Corporate Bond Fund | 2,325 | $105,880 | |
| SCHQ | Schwab Long-Term U.S. Treasury ETF | 2,792 | $87,752 | |
| VOYG | Voyager Technologies, Inc. | 3,560 | $83,268 | |
| SR | Spire Inc | 911 | $82,481 | |
| VIDI | Vident International Equity Strategy ETF | 2,154 | $77,802 | |
| COMB | GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF | 2,547 | $66,896 | |
| CRAI | Cra International, Inc. | 413 | $66,856 | |
| PACK | Ranpak Holdings Corp. | 17,000 | $60,690 | |
| DOCT | FT Vest U.S. Equity Deep Buffer ETF - October | 1,377 | $59,800 | |
| GNK | Genco Shipping & Trading Ltd | 2,307 | $52,022 | |
| USPX | Franklin U.S. Equity Index ETF | 895 | $50,898 | |
| No positions match the current search. | ||||
4,023 tracked positions ·
$186,863,494,483 total
· filing declares
4,085 positions · $187,224,674,884
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 4,023 positions by value
· page 1 of 81
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IVV |
iShares Core S&P 500 ETF
|
Added | 35,018,846 | $26,225,263,580 | 14.03% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Added | 141,274,305 | $10,370,946,730 | 5.55% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 132,841,270 | $10,243,390,329 | 5.48% | |
| SCHF |
Schwab International Equity ETF
|
Added | 309,394,253 | $8,570,220,808 | 4.59% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 44,570,998 | $6,610,324,713 | 3.54% | |
| RSP |
Victory Portfolios II
|
Added | 28,221,905 | $6,004,774,726 | 3.21% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 66,823,471 | $4,761,172,308 | 2.55% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 6,238,087 | $4,658,416,228 | 2.49% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 77,649,601 | $4,634,904,683 | 2.48% | |
| FBND |
Fidelity Total Bond ETF
|
Added | 101,656,759 | $4,624,365,966 | 2.47% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 37,299,272 | $3,602,363,689 | 1.93% | |
| TLT |
iShares 20+ Year Treasury Bond ETF
|
Reduced | 38,995,705 | $3,370,008,826 | 1.80% | |
| AVLV |
Avantis U.S. Large Cap Value ETF
|
Added | 32,368,237 | $2,952,306,896 | 1.58% | |
| IQLT |
iShares MSCI Intl Quality Factor ETF
|
Added | 59,026,522 | $2,924,764,165 | 1.57% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 3,173,768 | $2,337,162,755 | 1.25% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 3,216,197 | $2,208,916,261 | 1.18% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 24,385,742 | $1,964,759,232 | 1.05% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Reduced | 38,222,195 | $1,933,278,623 | 1.03% | |
| DFIV |
Dimensional International Value ETF
|
Added | 33,545,101 | $1,812,106,356 | 0.97% | |
| IEMG |
iShares Trust
|
Added | 20,134,881 | $1,667,973,542 | 0.89% | |
| VNQ |
VANGUARD REAL ESTATE INDEX FUND
|
Added | 16,949,846 | $1,634,473,649 | 0.87% | |
| IUSB |
iShares Core Universal USD Bond ETF
|
Added | 33,421,651 | $1,542,409,193 | 0.83% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Reduced | 12,874,193 | $1,274,287,623 | 0.68% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,923,023 | $1,185,137,672 | 0.63% | |
| SCHH |
Schwab U.S. REIT ETF
|
Added | 49,794,731 | $1,179,139,230 | 0.63% | |
| QQQM |
Invesco Ltd.
Financial Services
|
Added | 3,868,368 | $1,171,999,452 | 0.63% | |
| SCHX |
Schwab U.S. Large-Cap ETF
|
Added | 37,819,350 | $1,113,023,470 | 0.60% | |
| CGDV |
Capital Group Dividend Value ETF
|
Added | 21,588,874 | $1,063,899,710 | 0.57% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 4,787,110 | $1,043,254,882 | 0.56% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 3,571,020 | $1,033,310,347 | 0.55% | |
| DYNF |
iShares U.S. Equity Factor Rotation Active ETF
|
Added | 15,169,385 | $1,031,669,873 | 0.55% | |
| MUB |
iShares National Muni Bond ETF
|
Added | 9,354,522 | $1,006,733,657 | 0.54% | |
| GSLC |
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
Reduced | 6,988,089 | $991,539,948 | 0.53% | |
| BIV |
Vanguard Bond Index Funds
|
Added | 12,822,370 | $983,475,779 | 0.53% | |
| VV |
VANGUARD LARGE-CAP INDEX FUND
|
Reduced | 2,831,461 | $973,767,752 | 0.52% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 10,888,180 | $937,907,825 | 0.50% | |
| INTF |
iShares International Equity Factor ETF
|
Added | 21,882,011 | $896,287,170 | 0.48% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,664,707 | $873,446,266 | 0.47% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,300,016 | $857,951,968 | 0.46% | |
| VB |
Vanguard Index Funds
|
Added | 2,813,902 | $852,949,974 | 0.46% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,213,803 | $791,146,778 | 0.42% | |
| IVLU |
iShares MSCI Intl Value Factor ETF
|
Added | 18,638,395 | $779,457,678 | 0.42% | |
| VLUE |
iShares MSCI USA Value Factor ETF
|
Reduced | 3,302,880 | $659,948,452 | 0.35% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 903,341 | $635,355,858 | 0.34% | |
| CGGR |
Capital Group Growth ETF
|
Added | 13,105,474 | $618,578,372 | 0.33% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 4,731,562 | $565,516,290 | 0.30% | |
| IWB |
iShares Russell 1000 ETF
|
Reduced | 1,337,416 | $547,671,852 | 0.29% | |
| EMXC |
iShares MSCI Emerging Markets ex China ETF
|
Added | 5,351,025 | $547,409,857 | 0.29% | |
| FMDE |
Fidelity Enhanced Mid Cap Core ETF
|
Added | 13,272,880 | $538,613,470 | 0.29% | |
| AVEM |
Avantis Emerging Markets Equity ETF
|
Added | 5,376,383 | $518,767,195 | 0.28% |
Showing the top 50 of 4,023 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.