High Conviction Fund Sells

Live Disclosures

Portfolio disclosures for 2025 Q3 are currently underway and will close on November 14th. As of this moment, 3,720 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
1
PWS
1
Peterson Wealth Services
Utah
$34.7B -100% 185,762
2
NB
2
NBT Bank
New York
$17.4B -100% 131,937
3
NB
3
NBT Bank
New York
$9.94B -100% 98,801
4
PWS
4
Peterson Wealth Services
Utah
$9.94B -100% 8,074
5
SC
5
Soundwatch Capital
Connecticut
$7.7B -95% 11,553,243
6
WF
6
WoodTrust Financial
Wisconsin
$7.35B -100% 9,749
7
PWS
7
Peterson Wealth Services
Utah
$7.08B -100% 37,149
8
PWS
8
Peterson Wealth Services
Utah
$6.11B -100% 17,395
9
PWS
9
Peterson Wealth Services
Utah
$5.99B -100% 44,874
10
NB
10
NBT Bank
New York
$4B -100% 62,240
11
PWS
11
Peterson Wealth Services
Utah
$2.19B -100% 61,297
12
PWS
12
Peterson Wealth Services
Utah
$2.06B -99% 96,263
13
SG Americas Securities
13
SG Americas Securities
New York
$1.97B -59% 7,720,703
14
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.65B -51% 6,445,729
15
GA
15
Greenhaven Associates
New York
$1.63B -99% 16,092,290
16
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.62B -77% 41,987,313
17
NB
17
NBT Bank
New York
$1.6B -100% 56,782
18
PWS
18
Peterson Wealth Services
Utah
$1.53B -98% 145,339
19
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.43B -74% 12,579,445
20
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.39B -98% 31,007,741
21
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.37B -75% 6,984,460
22
SC
22
Soundwatch Capital
Connecticut
$1.33B -99% 2,174,485
23
NB
23
NBT Bank
New York
$1.29B -99% 97,736
24
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.27B -92% 33,525,230
25
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
$1.15B -61% 11,488,196