Pinnacle Financial Group, LLC / IL
Sector Allocation
- Other76.7%$314.4M
- Financials19.1%$78.3M
- Technology1.7%$7.1M
- Consumer Discretionary1.4%$5.7M
- Industrials0.4%$1.6M
- Energy0.3%$1.2M
- Healthcare0.2%$909,324
- Consumer Staples0.1%$359,364
- Utilities0.1%$213,598
AUM History
13fpro.ai/research/fund/pinnacle-financial-group-llc-il-1905962
Conviction and streaks
Stable · top 10 = 51.8%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 — Q2 2026
IVZ
$35.9M- DIMENSIONAL$34.6M
- DIMENSIONAL$25.5M
- DIMENSIONAL$24.0M
WT
$22.4M- VANGUARD$16.2M
- VANGUARD$15.7M
- VANGUARD$15.0M
- ISHARES$11.9M
SPY
$10.9M- PIMCO$10.0M
- DIMENSIONAL$9.4M
- ISHARES$8.9M
- VANGUARD$8.3M
- VANGUARD$7.4M
- ISHARES$7.3M
- DIMENSIONAL$6.7M
- VANGUARD$6.6M
- VANGUARD$6.4M
- PGIM$5.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/pinnacle-financial-group-llc-il-1905962
Pinnacle Financial Group, LLC / IL 13F holdings — Q2 2026
$409.7M portfolio (+12.3% QoQ) · 117 holdings · Q2 2026 13F · top 10 are 52% of the stock portfolio
$35.9M
8.8% of stocks
-0.5%This quarter-3.0%Since filed10+ qtrsHeld- 2
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$34.6M
8.5% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$25.5M
6.2% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
DIMENSIONAL ETF TRUST - EMERGING MKTS CO
$24.0M
5.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $22.4M
5.5% of stocks
-2%This quarter+11.6%Since filed10+ qtrsHeldAIQuality61.4#787Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row- 6
VANGUARD WHITEHALL FDS - INTL HIGH ETF
$16.2M
4.0% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD WHITEHALL FDS - HIGH DIV YLD
$15.7M
3.8% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
$15.0M
3.7% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - MSCI EMG MKT ETF
$11.9M
2.9% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— $10.9M
2.7% of stocks
+2%This quarter+3.2%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $35.9M | 8.8% | -0.5% | -3.0% | 10+ qtrsAdded 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $34.6M | 8.5% | +1% | — | — | — | — | |
| 3 | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $25.5M | 6.2% | +4% | — | — | — | — | |
| 4 | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $24.0M | 5.9% | +2% | — | — | — | — | |
| 5 | $22.4M | 5.5% | -2% | +11.6% | 10+ qtrsTrimmed 3 qtrs in a row | 61.4#787 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $16.2M | 4.0% | +4% | — | — | — | — | |
| 7 | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $15.7M | 3.8% | +6% | — | — | — | — | |
| 8 | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $15.0M | 3.7% | +3% | — | — | — | — | |
| 9 | ISHARES TR - MSCI EMG MKT ETF | $11.9M | 2.9% | +7% | — | — | — | — | |
| 10 | $10.9M | 2.7% | +2% | +3.2% | 10+ qtrsAdded 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial |
All holdings — Pinnacle Financial Group, LLC / IL (Q2 2026)
117 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.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | PIMCO ETF TR - ENHAN SHRT MA ACetf/fund | — | $10.0M | 2.5% | 99K | +10% | — | — | 13F |
| 12 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETFetf/fund | — | $9.4M | 2.3% | 114K | +1% | — | — | 13F |
| 13 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $8.9M | 2.2% | 90K | +4% | — | — | 13F |
| 14 | — | VANGUARD INDEX FDS - SM CP VAL ETFetf/fund | — | $8.3M | 2.0% | 34K | +4% | — | — | 13F |
| 15 | — | VANGUARD INDEX FDS - SMALL CP ETFetf/fund | — | $7.4M | 1.8% | 25K | +4% | — | — | 13F |
| 16 | — | ISHARES TR - SELECT DIVID ETFetf/fund | — | $7.3M | 1.8% | 47K | -21% | — | — | 13F |
| 17 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETFetf/fund | — | $6.7M | 1.6% | 258K | -0.2% | — | — | 13F |
| 18 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $6.6M | 1.6% | 28K | +3% | — | — | 13F |
| 19 | — | VANGUARD INDEX FDS - MID CAP ETFetf/fund | — | $6.4M | 1.6% | 80K | +314% | — | — | 13F |
| 20 | — | PGIM ETF TR - TOTA RETU BD ETFetf/fund | — | $5.8M | 1.4% | 139K | +9% | — | — | 13F |
| 21 | — | PIMCO ETF TR - MULTISECTOR BDetf/fund | — | $5.3M | 1.3% | 200K | +5% | — | — | 13F |
| 22 | SPDR GOLD TRUSTetf/fund | Financials | $4.8M | 1.2% | 13K | +0.5% | 10+ qtrs | — | 13F | |
| 23 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $4.8M | 1.2% | 13K | +0.8% | — | — | 13F |
| 24 | — | VANGUARD INDEX FDS - MCAP VL IDXVIPetf/fund | — | $4.7M | 1.2% | 24K | +3% | — | — | 13F |
| 25 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MKetf/fund | — | $4.6M | 1.1% | 112K | +2% | — | — | 13F |
| 26 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | — | $4.4M | 1.1% | 112K | +2% | |||
| 27 | $IVZ | Invesco Ltd. | Financials | $4.4M | 1.1% | 225K | +20% | |||
| 28 | — | VANGUARD INDEX FDS - VALUE ETF | — | $4.0M | 1.0% | 19K | +74% | |||
| 29 | $MCD | MCDONALDS CORP | Consumer Discretionary | $4.0M | 1.0% | 15K | -1.0% | |||
| 30 | — | PIMCO ETF TR - ACTIVE BD ETF | — | $3.8M | 0.9% | 42K | +3% | |||
| 31 | — | VANGUARD MALVERN FDS - SHOR DURA BD ETF | — | $3.1M | 0.8% | 41K | +5% | |||
| 32 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $3.0M | 0.7% | 74K | -2% | |||
| 33 | $AAPL | Apple Inc. | Technology | $3.0M | 0.7% | 10K | -7% | |||
| 34 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $3.0M | 0.7% | 31K | +1% | |||
| 35 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $3.0M | 0.7% | 8,636 | -0.5% | |||
| 36 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.9M | 0.7% | 5,859 | -0.9% | |||
| 37 | — | ISHARES TR - S&P 500 GRWT ETF | — | $2.8M | 0.7% | 20K | +0.0% | |||
| 38 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $2.7M | 0.7% | 52K | -1% | |||
| 39 | — | ISHARES TR - MORNINGSTAR GRWT | — | $2.6M | 0.6% | 22K | +0.0% | |||
| 40 | — | FRANKLIN TEMPLETON ETF TR - INCOME FOCUS ETF | — | $2.5M | 0.6% | 88K | +30% | |||
| 41 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $2.4M | 0.6% | 7,955 | +13% | |||
| 42 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $2.3M | 0.6% | 6,153 | +3% | |||
| 43 | $IVZ | Invesco Ltd. | Financials | $1.8M | 0.4% | 93K | +0.2% | |||
| 44 | — | AMERICAN CENTY ETF TR - US EQT ETF | — | $1.7M | 0.4% | 13K | +19% | |||
| 45 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.7M | 0.4% | 2,253 | +5% | |||
| 46 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.6M | 0.4% | 21K | -0.9% | |||
| 47 | $NVDA | NVIDIA CORP | Technology | $1.5M | 0.4% | 7,448 | +0.6% | |||
| 48 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $1.3M | 0.3% | 16K | — | |||
| 49 | $IVZ | Invesco Ltd. | Financials | $1.3M | 0.3% | 63K | +25% | |||
| 50 | $CAT | CATERPILLAR INC | Industrials | $1.3M | 0.3% | 1,195 | -2% | |||
| 51 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $1.2M | 0.3% | 7,458 | +7% | |||
| 52 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.1M | 0.3% | 4,643 | +0.8% | |||
| 53 | — | FRANKLIN TEMPLETON ETF TR - US CORE BOND ETF | — | $881K | 0.2% | 41K | +7% | |||
| 54 | — | FIRST TR EXCH TRADED FD III - INSTL PFD SECS | — | $878K | 0.2% | 46K | +9% | |||
| 55 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $848K | 0.2% | 1,255 | +97% | |||
| 56 | — | ISHARES TR - CORE DIV GRWTH | — | $771K | 0.2% | 10K | +4% | |||
| 57 | $IVZ | Invesco Ltd. | Financials | $767K | 0.2% | 3,606 | +9% | |||
| 58 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | — | $757K | 0.2% | 7,859 | -13% | |||
| 59 | — | ISHARES TR - S&P 500 VAL ETF | — | $741K | 0.2% | 3,262 | +0.0% | |||
| 60 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $725K | 0.2% | 7,762 | +21% | |||
| 61 | — | ISHARES TR - S&P MC 400GR ETF | — | $705K | 0.2% | 6,003 | +0.0% | |||
| 62 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $695K | 0.2% | 13K | +25% | |||
| 63 | — | ISHARES TR - CORE S&P SCP ETF | — | $657K | 0.2% | 4,432 | +2% | |||
| 64 | $MSFT | MICROSOFT CORP | Technology | $657K | 0.2% | 1,760 | +11% | |||
| 65 | $WT | WisdomTree, Inc. | Financials | $623K | 0.1% | 14K | +2% | |||
| 66 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $607K | 0.1% | 7,345 | -0.8% | |||
| 67 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $593K | 0.1% | 4,336 | +1% | |||
| 68 | — | VANGUARD WORLD FD - ESG US STK ETF | — | $587K | 0.1% | 4,439 | +0.5% | |||
| 69 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | — | $548K | 0.1% | 2,500 | — | |||
| 70 | $JPM | JPMORGAN CHASE & CO | Financials | $483K | 0.1% | 1,475 | +0.4% | |||
| 71 | $GOOGL | Alphabet Inc. | Technology | $472K | 0.1% | 1,322 | +23% | |||
| 72 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $472K | 0.1% | 7,909 | +0.1% | |||
| 73 | $ALL | ALLSTATE CORP | Financials | $471K | 0.1% | 1,981 | +1% | |||
| 74 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $470K | 0.1% | 2,088 | +3% | |||
| 75 | — | SPDR INDEX SHS FDS - ST MAR DIVID ETF | — | $440K | 0.1% | 11K | +5% | |||
| 76 | $WT | WisdomTree, Inc. | Financials | $438K | 0.1% | 5,981 | +0.1% | |||
| 77 | — | ISHARES TR - JPMORGAN USD EMG | — | $431K | 0.1% | 4,467 | +14% | |||
| 78 | — | ISHARES TR - CORE S&P500 ETF | — | $429K | 0.1% | 573 | -12% | |||
| 79 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $423K | 0.1% | 5,735 | New | |||
| 80 | $IVZ | Invesco Ltd. | Financials | $393K | 0.1% | 21K | +2% | |||
| 81 | — | ISHARES TR - SP SMCP600VL ETF | — | $393K | 0.1% | 2,875 | +16% | |||
| 82 | — | ISHARES TR - TIPS BD ETF | — | $383K | 0.1% | 3,501 | +1% | |||
| 83 | $AVGO | Broadcom Inc. | Technology | $381K | 0.1% | 1,008 | +5% | |||
| 84 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $378K | 0.1% | 10K | +1% | |||
| 85 | $ABBV | AbbVie Inc. | Healthcare | $367K | 0.1% | 1,457 | -16% | |||
| 86 | — | VANGUARD WORLD FD - ESG INTL STK ETF | — | $364K | 0.1% | 4,424 | +0.0% | |||
| 87 | $TSLA | Tesla, Inc. | Consumer Discretionary | $361K | 0.1% | 859 | -3% | |||
| 88 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $359K | 0.1% | 2,451 | -0.3% | |||
| 89 | $WT | WisdomTree, Inc. | Financials | $336K | 0.1% | 8,263 | — | |||
| 90 | $GOOG | Alphabet Inc. | Technology | $335K | 0.1% | 949 | +0.1% | |||
| 91 | — | ISHARES TR - CORE MSCI EAFE | — | $324K | 0.1% | 3,350 | — | |||
| 92 | — | VANGUARD WELLINGTON FD - US MOMENTUM | — | $323K | 0.1% | 1,296 | +9% | |||
| 93 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $310K | 0.1% | 5,836 | -9% | |||
| 94 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $307K | 0.1% | 3,566 | New | |||
| 95 | $LLY | ELI LILLY & Co | Healthcare | $306K | 0.1% | 255 | +2% | |||
| 96 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $305K | 0.1% | 5,689 | -21% | |||
| 97 | $BA | BOEING CO | Industrials | $303K | 0.1% | 1,402 | +0.9% | |||
| 98 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | — | $301K | 0.1% | 6,230 | — | |||
| 99 | $MS | MORGAN STANLEY | Financials | $296K | 0.1% | 1,417 | +0.9% | |||
| 100 | $DJP | BARCLAYS BANK PLC | Financials | $294K | 0.1% | 6,715 | +23% | |||
| 101 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $292K | 0.1% | 215 | -6% | |||
| 102 | $IVZ | Invesco Ltd. | Financials | $291K | 0.1% | 6,413 | +5% | |||
| 103 | — | ISHARES TR - CORE S&P TTL STK | — | $289K | 0.1% | 1,756 | +0.1% | |||
| 104 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $281K | 0.1% | 4,021 | New | |||
| 105 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $274K | 0.1% | 5,415 | New | |||
| 106 | $CVX | CHEVRON CORP | Energy | $272K | 0.1% | 1,641 | -2% | |||
| 107 | $META | Meta Platforms, Inc. | Technology | $261K | 0.1% | 464 | +12% | |||
| 108 | $PLTR | Palantir Technologies Inc. | Technology | $256K | 0.1% | 2,192 | -2% | |||
| 109 | $AXP | AMERICAN EXPRESS CO | Financials | $241K | 0.1% | 712 | +2% | |||
| 110 | $JNJ | JOHNSON & JOHNSON | Healthcare | $236K | 0.1% | 931 | +7% | |||
| 111 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $232K | 0.1% | 827 | New | |||
| 112 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $228K | 0.1% | 7,740 | New | |||
| 113 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $227K | 0.1% | 1,433 | -2% | |||
| 114 | — | VANGUARD MALVERN FDS - CORE-PLUS BD ETF | — | $221K | 0.1% | 2,853 | — | |||
| 115 | $CEG | Constellation Energy Corp | Utilities | $214K | 0.1% | 860 | +6% | |||
| 116 | — | ISHARES TR - MSCI EAFE ETF | — | $207K | 0.1% | 1,992 | New | |||
| 117 | — | ISHARES TR - U.S. FIN SVC ETF | — | $201K | 0.1% | 2,220 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 8 new, 79 added to, 24 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
- VANGUARD BD INDEX FDS - TOTAL BND MRKT$423K
first bought this quarter
- VANGUARD INDEX FDS - GROWTH ETF$307K
first bought this quarter
- DIMENSIONAL ETF TRUST - US TARGETED VLU$281K
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF$274K
first bought this quarter
$IBMINTERNATIONAL BUSINESS MACHINES CORP$232K
first bought this quarter
- SCHWAB STRATEGIC TR - US LRG CAP ETF$228K
first bought this quarter
+2 more in the Excel export
Added to (79)
- VANGUARD INDEX FDS - MID CAP ETF+314%
now $6.4M
- VANGUARD INDEX FDS - VALUE ETF+74%
now $4.0M
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF+4%
now $25.5M
- PIMCO ETF TR - ENHAN SHRT MA AC+10%
now $10.0M
- VANGUARD WHITEHALL FDS - HIGH DIV YLD+6%
now $15.7M
- ISHARES TR - MSCI EMG MKT ETF+7%
now $11.9M
+73 more in the Excel export
Trimmed (24)
- ISHARES TR - SELECT DIVID ETF-21%
now $7.3M
now $22.4M · held 10+ qtrs, 3 trims in a row
$AAPLApple Inc.-7%
now $3.0M · held 10+ qtrs
now $35.9M · held 10+ qtrs
- SPDR SERIES TRUST - ST BLOO HIGH ETF-13%
now $757K
- SELECT SECTOR SPDR TR - ST STR FINL ETF-21%
now $305K
+18 more in the Excel export
Sold out (2)
- VANGUARD SCOTTSDALE FDSwas $328K
$PEPPEPSICO INCwas $232K
held 3 qtrs
Holdings by quarter
Every 13F Pinnacle Financial Group, LLC / IL has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow Pinnacle Financial Group, / IL?
Q2 2026 13F filed with the SEC on Jul 30, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Pinnacle Financial Group, / IL's top 20 holdings: 66/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+1.6%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 6% over the last 4
Top 10 weight
52%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
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
Pinnacle Financial Group, LLC / IL disclosed 117 positions worth $409.7M in its Form 13F-HR for Q2 2026, led by $IVZ (Invesco Ltd.) at 8.8% of the equity portfolio. During the quarter the fund opened 8 new positions and exited 2. The portfolio is most concentrated in Other (76.7% of disclosed assets). All figures are sourced directly from Pinnacle Financial Group, LLC / IL’s Form 13F-HR filing with the SEC under CIK 1905962.
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AI-Powered Hedge Fund Analysis: Pinnacle Financial Group, LLC / IL
13F Pro is an AI hedge fund tracker and stock research platform. For Pinnacle Financial Group, LLC / IL (SEC CIK: 1905962), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Pinnacle Financial Group, LLC / IL'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.