WEDBUSH SECURITIES INC
Sector Allocation
- Other37.6%$1.5B
- Technology31.1%$1.2B
- Financials7.2%$284.5M
- Consumer Discretionary5.9%$231.5M
- Consumer Staples4.4%$173.3M
- Healthcare4.0%$159.2M
- Industrials3.9%$153.6M
- Energy2.3%$90.5M
- Utilities1.1%$42.5M
- Communication Services1.0%$38.5M
AUM History
13fpro.ai/research/fund/wedbush-securities-inc-1142495
Conviction and streaks
Concentrating · top 10 = 38.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$418.0M
AAPL
$310.5MNVDA
$207.1MMSFT
$117.2MAMZN
$112.8MCOST
$104.5MQQQ
$87.5MGOOGL
$61.1MGOOG
$45.8MSPY
$43.7MAMD
$43.2MMETA
$40.6MBSTZ
$36.4MTSLA
$31.7MAVGO
$30.7MPLTR
$30.0MJPM
$29.2M- ISHARES$28.8M
PANW
$27.8MCVX
$26.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wedbush-securities-inc-1142495
WEDBUSH SECURITIES INC 13F holdings — Q3 2026
$4.0B portfolio (+2.0% QoQ) · 1,308 holdings · Q3 2026 13F · top 10 are 38% of the stock portfolio
- 1
VANGUARD S&P 500 - COM
$418.0M
10.6% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— $310.5M
7.9% of stocks
-4%This quarter-0.3%Since filed11+ qtrsHeld$207.1M
5.2% of stocks
-2%This quarter+2.7%Since filed11+ qtrsHeld$117.2M
3.0% of stocks
-4%This quarter+2.0%Since filed11+ qtrsHeld$112.8M
2.9% of stocks
+0.3%This quarter+1.1%Since filed11+ qtrsHeld$104.5M
2.6% of stocks
-0.9%This quarter-2.6%Since filed11+ qtrsHeld$87.5M
2.2% of stocks
-2%This quarter+2.4%Since filed3 qtrsHeld$61.1M
1.6% of stocks
+2%This quarter-1.2%Since filed11+ qtrsHeld$45.8M
1.2% of stocks
+2%This quarter-1.2%Since filed11+ qtrsHeld$43.7M
1.1% of stocks
-0.0%This quarter+0.8%Since filed11+ qtrsHeld
All holdings — WEDBUSH SECURITIES INC (Q3 2026)
1,308 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ADVANCED MICRO DEVICES INC | Technology | $43.2M | 1.1% | 71K | -4% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Meta Platforms, Inc. | Technology | $40.6M | 1.0% | 56K | -4% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | BlackRock Science & Technology Term Trust | — | $36.4M | 0.9% | 1.24M | +62% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Tesla, Inc. | Consumer Discretionary | $31.7M | 0.8% | 89K | +4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Broadcom Inc. | Technology | $30.7M | 0.8% | 87K | +6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Palantir Technologies Inc. | Technology | $30.0M | 0.8% | 160K | -14% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | JPMORGAN CHASE & CO | Financials | $29.2M | 0.7% | 88K | -0.9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | ISHARES - COMetf/fund | — | $28.8M | 0.7% | 286K | -12% | — | — | 13F |
| 19 | Palo Alto Networks Inc | Technology | $27.8M | 0.7% | 70K | -4% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | CHEVRON CORP | Energy | $26.1M | 0.7% | 128K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | BERKSHIRE HATHAWAY INC | Financials | $23.7M | 0.6% | 48K | -3% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | MICRON TECHNOLOGY INC | Technology | $22.8M | 0.6% | 21K | +4% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | VISA INC. | Financials | $22.6M | 0.6% | 63K | +0.4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES - COMetf/fund | — | $22.5M | 0.6% | 29K | -17% | — | — | 13F |
| 25 | ELI LILLY & Co | Healthcare | $22.3M | 0.6% | 19K | +3% | 11+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ABBV | AbbVie Inc. | Healthcare | $22.2M | 0.6% | 85K | -4% | |||
| 27 | — | VANGUARD MORNINGSTAR - COM | — | $21.1M | 0.5% | 56K | +22% | |||
| 28 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $18.7M | 0.5% | 115K | -3% | |||
| 29 | $CSCO | CISCO SYSTEMS, INC. | Technology | $18.5M | 0.5% | 172K | -4% | |||
| 30 | $CAT | CATERPILLAR INC | Industrials | $17.8M | 0.5% | 22K | -2% | |||
| 31 | — | VANGUARD MORNINGSTAR - COM | — | $17.1M | 0.4% | 79K | +4% | |||
| 32 | $JNJ | JOHNSON & JOHNSON | Healthcare | $16.8M | 0.4% | 64K | -0.5% | |||
| 33 | — | CAPITAL GROUP - COM | — | $16.8M | 0.4% | 344K | -3% | |||
| 34 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $15.9M | 0.4% | 56K | -2% | |||
| 35 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $15.1M | 0.4% | 68K | +0.3% | |||
| 36 | — | STATE STREET - COM | — | $14.9M | 0.4% | 29K | -3% | |||
| 37 | $WDC | WESTERN DIGITAL CORP | Technology | $14.3M | 0.4% | 31K | -6% | |||
| 38 | $WMT | Walmart Inc. | Consumer Staples | $14.1M | 0.4% | 136K | +2% | |||
| 39 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $14.1M | 0.4% | 53K | +292% | |||
| 40 | $MA | Mastercard Inc | Financials | $13.7M | 0.3% | 25K | -0.3% | |||
| 41 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $12.8M | 0.3% | 88K | -5% | |||
| 42 | — | JPMORGAN - COM | — | $12.8M | 0.3% | 228K | +2% | |||
| 43 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $12.7M | 0.3% | 234K | -4% | |||
| 44 | $C | CITIGROUP INC | Financials | $12.5M | 0.3% | 97K | -2% | |||
| 45 | $AMGN | AMGEN INC | Healthcare | $12.5M | 0.3% | 30K | -4% | |||
| 46 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $12.3M | 0.3% | 82K | +174% | |||
| 47 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $12.2M | 0.3% | 27K | +3% | |||
| 48 | $GEV | GE Vernova Inc. | Industrials | $12.1M | 0.3% | 13K | +0.6% | |||
| 49 | — | VANGUARD - COM | — | $11.9M | 0.3% | 169K | +44% | |||
| 50 | — | VANGUARD MORNINGSTAR - COM | — | $11.9M | 0.3% | 132K | +20% | |||
| 51 | — | STATE STREET TECHNOLOGY - COM | — | $11.9M | 0.3% | 61K | -2% | |||
| 52 | $SNDK | Sandisk Corp | Technology | $11.8M | 0.3% | 6,778 | +0.6% | |||
| 53 | $QCOM | QUALCOMM INC/DE | Technology | $11.3M | 0.3% | 61K | -4% | |||
| 54 | $NFLX | NETFLIX INC | Communication Services | $10.4M | 0.3% | 149K | -9% | |||
| 55 | $RTX | RTX Corp | Industrials | $10.3M | 0.3% | 56K | +0.2% | |||
| 56 | $GLD | SPDR GOLD TRUST | Financials | $10.2M | 0.3% | 27K | -1% | |||
| 57 | $BA | BOEING CO | Industrials | $10.1M | 0.3% | 54K | -1.0% | |||
| 58 | $GOLD | Gold.com, Inc. | Consumer Discretionary | $9.9M | 0.3% | 233K | -2% | |||
| 59 | $ORCL | ORACLE CORP | Technology | $9.9M | 0.3% | 72K | -0.1% | |||
| 60 | $KO | COCA COLA CO | Consumer Staples | $9.8M | 0.3% | 114K | -2% | |||
| 61 | $DIS | Walt Disney Co | Communication Services | $9.3M | 0.2% | 89K | -2% | |||
| 62 | $INTC | INTEL CORP | Technology | $9.2M | 0.2% | 77K | -3% | |||
| 63 | — | VANECK - COM | — | $9.0M | 0.2% | 15K | -4% | |||
| 64 | $BAH | Booz Allen Hamilton Holding Corp | Technology | $8.8M | 0.2% | 209K | +9% | |||
| 65 | — | FIRST TRUST - COM | — | $8.8M | 0.2% | 113K | +33% | |||
| 66 | $GS | GOLDMAN SACHS GROUP INC | Financials | $8.6M | 0.2% | 9,526 | +0.7% | |||
| 67 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $8.4M | 0.2% | 23K | -3% | |||
| 68 | — | VANGUARD - COM | — | $8.2M | 0.2% | 97K | +36% | |||
| 69 | — | FIRST TRUST - COM | — | $8.2M | 0.2% | 79K | +14% | |||
| 70 | — | SIMPLIFY - COM | — | $8.1M | 0.2% | 352K | -7% | |||
| 71 | $GD | GENERAL DYNAMICS CORP | Industrials | $7.8M | 0.2% | 24K | +0.5% | |||
| 72 | $KLAC | KLA CORP | Technology | $7.7M | 0.2% | 40K | -0.0% | |||
| 73 | $PSX | Phillips 66 | Energy | $7.7M | 0.2% | 30K | +6% | |||
| 74 | $MCD | MCDONALDS CORP | Consumer Discretionary | $7.7M | 0.2% | 33K | +10% | |||
| 75 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $7.2M | 0.2% | 14K | +11% | |||
| 76 | $MRK | Merck & Co., Inc. | Healthcare | $7.2M | 0.2% | 50K | -4% | |||
| 77 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $7.2M | 0.2% | 157K | -4% | |||
| 78 | — | FIRST TRUST VEST - COM | — | $7.1M | 0.2% | 234K | +5% | |||
| 79 | — | SCHWAB - COM | — | $7.1M | 0.2% | 218K | +11% | |||
| 80 | — | VANGUARD - COM | — | $7.1M | 0.2% | 55K | -6% | |||
| 81 | $CB | Chubb Ltd | Financials | $6.9M | 0.2% | 21K | -5% | |||
| 82 | — | DAN IVES WEDBUSH - COM | — | $6.7M | 0.2% | 164K | -37% | |||
| 83 | — | FIRST TRUST - COM | — | $6.5M | 0.2% | 70K | +3% | |||
| 84 | $VRT | Vertiv Holdings Co | Technology | $6.5M | 0.2% | 27K | -2% | |||
| 85 | — | FIRST TRUST VEST - COM | — | $6.5M | 0.2% | 173K | +18% | |||
| 86 | $AXP | AMERICAN EXPRESS CO | Financials | $6.5M | 0.2% | 21K | -2% | |||
| 87 | — | FIRST EAGLE - COM | — | $6.5M | 0.2% | 129K | +5% | |||
| 88 | $ASML | ASML HOLDING NV | Technology | $6.4M | 0.2% | 3,558 | +177% | |||
| 89 | $IVZ | Invesco Ltd. | Financials | $6.4M | 0.2% | 42K | +2% | |||
| 90 | $ETN | Eaton Corp plc | Industrials | $6.4M | 0.2% | 15K | +7% | |||
| 91 | $ABT | ABBOTT LABORATORIES | Healthcare | $6.3M | 0.2% | 64K | -2% | |||
| 92 | — | VANGUARD - COM | — | $6.3M | 0.2% | 106K | -22% | |||
| 93 | $ADI | ANALOG DEVICES INC | Technology | $6.2M | 0.2% | 16K | -2% | |||
| 94 | $NEE | NEXTERA ENERGY INC | Utilities | $6.2M | 0.2% | 82K | +5% | |||
| 95 | $LRCX | LAM RESEARCH CORP | Technology | $6.2M | 0.2% | 19K | -0.9% | |||
| 96 | — | PIMCO - COM | — | $6.1M | 0.2% | 61K | -4% | |||
| 97 | $BST | BlackRock Science & Technology Trust | — | $6.1M | 0.1% | 122K | +32% | |||
| 98 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $6.0M | 0.1% | 15K | +2% | |||
| 99 | $UNP | UNION PACIFIC CORP | Industrials | $6.0M | 0.1% | 22K | -0.9% | |||
| 100 | — | JPMORGAN - COM | — | $6.0M | 0.1% | 98K | +19% | |||
| 101 | — | STATE STREET - COM | — | $6.0M | 0.1% | 148K | -14% | |||
| 102 | — | VANGUARD INFORMATION - COM | — | $5.9M | 0.1% | 47K | -8% | |||
| 103 | — | FIRST TRUST - COM | — | $5.9M | 0.1% | 33K | +8% | |||
| 104 | — | FIRST TRUST - COM | — | $5.8M | 0.1% | 76K | -5% | |||
| 105 | $PPIH | Perma-Pipe International Holdings, Inc. | Industrials | $5.8M | 0.1% | 189K | -4% | |||
| 106 | $PFE | PFIZER INC | Healthcare | $5.8M | 0.1% | 202K | -0.0% | |||
| 107 | $NOW | ServiceNow, Inc. | Technology | $5.8M | 0.1% | 43K | +0.5% | |||
| 108 | $BLK | BlackRock, Inc. | Financials | $5.6M | 0.1% | 5,315 | +1% | |||
| 109 | — | STATE STREET - COM | — | $5.6M | 0.1% | 61K | +0.3% | |||
| 110 | — | ISHARES - COM | — | $5.5M | 0.1% | 50K | -12% | |||
| 111 | — | FIRST TRUST - COM | — | $5.4M | 0.1% | 111K | +7% | |||
| 112 | — | VANGUARD MORNINGSTAR - COM | — | $5.4M | 0.1% | 19K | +22% | |||
| 113 | $SHW | SHERWIN WILLIAMS CO | Materials | $5.4M | 0.1% | 17K | +30% | |||
| 114 | $DE | DEERE & CO | Industrials | $5.4M | 0.1% | 8,046 | -2% | |||
| 115 | — | PACER - COM | — | $5.4M | 0.1% | 80K | +2% | |||
| 116 | — | ISHARES - COM | — | $5.3M | 0.1% | 43K | +5% | |||
| 117 | $IVZ | Invesco Ltd. | Financials | $5.3M | 0.1% | 25K | -3% | |||
| 118 | $PEP | PEPSICO INC | Consumer Staples | $5.2M | 0.1% | 41K | -0.6% | |||
| 119 | — | FIRST TRUST - COM | — | $5.1M | 0.1% | 49K | +9% | |||
| 120 | — | STATE STREET SPDR PORT - COM | — | $5.0M | 0.1% | 56K | +7% | |||
| 121 | — | STATE STREET - COM | — | $4.8M | 0.1% | 78K | +0.3% | |||
| 122 | $IVZ | Invesco Ltd. | Financials | $4.8M | 0.1% | 235K | -7% | |||
| 123 | $APH | AMPHENOL CORP /DE/ | Technology | $4.7M | 0.1% | 56K | +259% | |||
| 124 | $GLW | CORNING INC /NY | Materials | $4.7M | 0.1% | 31K | +6% | |||
| 125 | $LMT | LOCKHEED MARTIN CORP | Industrials | $4.7M | 0.1% | 9,210 | +3% | |||
| 126 | $MRVL | Marvell Technology, Inc. | Technology | $4.7M | 0.1% | 18K | +10% | |||
| 127 | — | FIRST TRUST - COM | — | $4.6M | 0.1% | 96K | +1% | |||
| 128 | — | FIRST TRUST - COM | — | $4.5M | 0.1% | 20K | +5% | |||
| 129 | — | ISHARES - COM | — | $4.5M | 0.1% | 58K | +6% | |||
| 130 | $T | AT&T INC. | Communication Services | $4.5M | 0.1% | 183K | -0.6% | |||
| 131 | $STX | Seagate Technology Holdings plc | Technology | $4.5M | 0.1% | 4,847 | -8% | |||
| 132 | — | VANGUARD - COM | — | $4.5M | 0.1% | 20K | +10% | |||
| 133 | $MDT | Medtronic plc | Healthcare | $4.4M | 0.1% | 51K | -2% | |||
| 134 | $ALMU | Aeluma, Inc. | Technology | $4.4M | 0.1% | 353K | +586% | |||
| 135 | — | FIRST TRUST - COM | — | $4.3M | 0.1% | 24K | -1% | |||
| 136 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $4.3M | 0.1% | 68K | -0.4% | |||
| 137 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $4.2M | 0.1% | 32K | -7% | |||
| 138 | $GE | GENERAL ELECTRIC CO | Industrials | $4.1M | 0.1% | 13K | -8% | |||
| 139 | $AFL | AFLAC INC | Financials | $4.1M | 0.1% | 37K | +0.9% | |||
| 140 | $CRM | Salesforce, Inc. | Technology | $4.1M | 0.1% | 18K | -5% | |||
| 141 | $IVZ | Invesco Ltd. | Financials | $4.1M | 0.1% | 14K | +12% | |||
| 142 | — | CALAMOS - COM | — | $4.1M | 0.1% | 154K | +4% | |||
| 143 | — | ISHARES - COM | — | $4.1M | 0.1% | 30K | -18% | |||
| 144 | — | ISHARES - COM | — | $4.1M | 0.1% | 29K | +70% | |||
| 145 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $4.1M | 0.1% | 51K | -0.7% | |||
| 146 | — | PROSHARES - COM | — | $4.1M | 0.1% | 75K | -21% | |||
| 147 | $LIN | LINDE PLC | Materials | $4.1M | 0.1% | 8,552 | +6% | |||
| 148 | — | VANGUARD INTERMEDIATE - COM | — | $4.0M | 0.1% | 71K | +152% | |||
| 149 | — | ISHARES - COM | — | $4.0M | 0.1% | 40K | +18% | |||
| 150 | — | ACTIVEPASSIVE - COM | — | $4.0M | 0.1% | 85K | -7% |
What changed in Q3 2026
Against the previous quarter's 13F: 70 new, 524 added to, 601 trimmed, 79 sold out. Share-count changes; largest moves by dollar size first.
New positions (70)
- ABRDN BLOOMBERG ALL - COM$2.5M
first bought this quarter
- RETURN STACKED - COM$1.3M
first bought this quarter
$ROPROPER TECHNOLOGIES INC$1.2M
first bought this quarter
- TEVA PHARMACEUTICAL - COM$888K
first bought this quarter
- EATON VANCE - COM$860K
first bought this quarter
$BORRBorr Drilling Ltd$805K
first bought this quarter
+64 more in the Excel export
Added to (524)
$BSTZBlackRock Science & Technology Term Trust+62%
now $36.4M · held 11+ qtrs, 2 adds in a row
$CRWDCrowdStrike Holdings, Inc.+292%
now $14.1M · held 11+ qtrs
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP+174%
now $12.3M · held 2 qtrs, 2 adds in a row
$ASMLASML HOLDING NV+177%
now $6.4M · held 11+ qtrs, 2 adds in a row
- VANGUARD MORNINGSTAR - COM+22%
now $21.1M
$ALMUAeluma, Inc.+586%
now $4.4M · held 2 qtrs, 2 adds in a row
+518 more in the Excel export
Trimmed (601)
$AAPLApple Inc.-4%
now $310.5M · held 11+ qtrs, 2 trims in a row
$PLTRPalantir Technologies Inc.-14%
now $30.0M · held 11+ qtrs
$NVDANVIDIA CORP-2%
now $207.1M · held 11+ qtrs
$MSFTMICROSOFT CORP-4%
now $117.2M · held 11+ qtrs
- DAN IVES WEDBUSH - COM-37%
now $6.7M
- ISHARES - COM-12%
now $28.8M
+595 more in the Excel export
Holdings by quarter
Every 13F WEDBUSH SECURITIES INC has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow WEDBUSH SECURITIES?
Q3 2026 13F filed with the SEC on Oct 22, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of WEDBUSH SECURITIES's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+1.0%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 15% over the last 4
Top 10 weight
38%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
WEDBUSH SECURITIES INC disclosed 1,308 positions worth $4.0B in its Form 13F-HR for Q3 2026, followed by $AAPL and $NVDA. During the quarter the fund opened 70 new positions and exited 79 and a full exit from $FSLR. The portfolio is most concentrated in Other (37.6% of disclosed assets). All figures are sourced directly from WEDBUSH SECURITIES INC’s Form 13F-HR filing with the SEC under CIK 1142495.
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Every holding in WEDBUSH SECURITIES INC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.