High Conviction Fund Buys

Live Disclosures

Portfolio disclosures for 2025 Q3 are currently underway and will close on November 14th. As of this moment, 3,766 funds (~46%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.

Stock Fund Market Value Change
in Stake
Shares
101
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$217M +127% 652,134
102
IMC Chicago
102
IMC Chicago
Illinois
$213M +507% 355,103
103
Principal Financial Group
103
Principal Financial Group
Iowa
$213M +947% 295,753
104
HIIFS
104
Harel Insurance Investments & Financial Services
Israel
$212M +172% 757,926
105
Mawer Investment Management
105
Mawer Investment Management
Alberta, Canada
$210M +107% 777,571
106
Pacer Advisors
106
Pacer Advisors
Pennsylvania
$209M +3,052% 2,611,485
107
Allianz Asset Management
107
Allianz Asset Management
Germany
$208M +585% 841,471
108
Federated Hermes
108
Federated Hermes
Pennsylvania
$206M +185% 583,275
109
HIIFS
109
Harel Insurance Investments & Financial Services
Israel
$205M +239% 1,099,756
110
Assenagon Asset Management
110
Assenagon Asset Management
Luxembourg
$204M +215% 520,949
111
SAM
111
Securian Asset Management
Minnesota
$203M +977% 303,800
112
SG Americas Securities
112
SG Americas Securities
New York
$203M +308% 889,883
113
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$203M +169% 6,577,466
114
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$202M +170% 1,107,390
115
ETC
115
Exchange Traded Concepts
Oklahoma
$200M +106% 2,547,021
116
Massachusetts Financial Services
116
Massachusetts Financial Services
Massachusetts
$198M +251% 1,750,566
117
Nordea Investment Management
117
Nordea Investment Management
Sweden
$197M +174% 1,800,669
118
Nordea Investment Management
118
Nordea Investment Management
Sweden
$197M +136% 323,481
119
MIFH
119
Migdal Insurance & Financial Holdings
Israel
$192M +123% 261,557
120
Pacer Advisors
120
Pacer Advisors
Pennsylvania
$190M +2,389% 1,930,056
121
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$188M +141% 2,377,932
122
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$187M +158% 2,148,792
123
A
123
AustralianSuper
Australia
$187M +429% 1,395,428
124
BW
124
BIP Wealth
Georgia
$186M +257% 14,070,631
125
SG Americas Securities
125
SG Americas Securities
New York
$185M +685% 752,411