High Conviction Fund Sells

Largest Buys Largest Sells

Live Disclosures

Portfolio disclosures for 2026 Q1 are currently underway and will close on May 15th. As of this moment, 2,424 funds (~28%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.

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Stock Fund Market Value Change
in Stake 		Shares
101
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$183M -97% 1,980,841
102
UIA
UG Investment Advisers
Taiwan
$182M -89% 1,210,544
103
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$181M Closed 1,512,057
104
VNIM
Vaughan Nelson Investment Management
Texas
$178M -99% 541,528
105
Pictet Asset Management
Pictet Asset Management
Switzerland
$176M -89% 477,374
106
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$176M -92% 524,252
107
WA
Wasatch Advisors
Utah
$175M Closed 1,313,775
108
TAP
TSG Advice Partners
Ohio
$175M -71% 280,444
109
SP
Sarasin & Partners
United Kingdom
$174M -78% 1,988,296
110
GC
Grimes & Company
Massachusetts
$171M -100% 4,589,270
111
GC
Grimes & Company
Massachusetts
$170M -100% 7,220,360
112
HHGA
Halbert Hargrove Global Advisors
California
$170M -96% 455,154
113
SG Americas Securities
SG Americas Securities
New York
$168M -87% 876,599
114
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$167M Closed 2,100,506
115
LC
Lunate Capital
United Arab Emirates
$166M -75% 1,647,150
116
VNIM
Vaughan Nelson Investment Management
Texas
$163M -93% 2,759,155
117
RBA
Richard Bernstein Advisors
New York
$163M -55% 739,953
118
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$163M -93% 1,522,321
119
Ninety One (UK)
Ninety One (UK)
United Kingdom
$161M Closed 2,625,483
120
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$160M -70% 2,079,660
121
AIM
Artemis Investment Management
United Kingdom
$160M Closed 660,242
122
SCS
Syquant Capital SAS
France
$159M Closed 2,305,738
123
AIM
Artemis Investment Management
United Kingdom
$157M -89% 376,297
124
AAB
ABN AMRO Bank
Netherlands
$157M -96% 2,101,814
125
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$154M -95% 319,065
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