What does Highland Investment Advisors LLC hold?

Highland Investment Advisors LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include DOV. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2149882.

What is Highland Investment Advisors LLC's AUM?

Highland Investment Advisors LLC reported approximately $229.3M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $368.3M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Highland Investment Advisors LLC's holdings?

All Highland Investment Advisors LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2149882. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Highland Investment Advisors LLC's 13F data updated on 13F Pro?

Highland Investment Advisors LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Highland Investment Advisors LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2149882

Institutional-grade research for retail investors

Sector Allocation

Other73.5%$168.5M
Industrials10.4%$23.9M
Financials8.6%$19.6M
Technology4.0%$9.1M
Healthcare0.9%$2.1M
Consumer Staples0.9%$2.0M
Consumer Discretionary0.6%$1.3M
Utilities0.6%$1.3M
Energy0.3%$751,261
Materials0.1%$331,008

Largest positions — Q2 2026

DIMENSIONAL
$26.2M
VANGUARD
$21.5M
DOV
$21.4M
ISHARES
$17.9M
ISHARES
$12.2M
DIMENSIONAL
$12.1M
WT
$10.3M
DIMENSIONAL
$9.4M
VANGUARD
$7.9M
ISHARES
$7.9M
VANGUARD
$7.9M
ISHARES
$5.9M
JPMORGAN
$5.5M
GLD
$3.0M
ISHARES
$2.8M
ISHARES
$2.5M
ISHARES
$2.3M
DIMENSIONAL
$1.7M
ISHARES
$1.6M
SPY
$1.6M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/highland-investment-advisors-llc-2149882

Highland Investment Advisors LLC 13F holdings — Q2 2026

$229.3M portfolio · 734 holdings · Q2 2026 13F · top 10 are 64% of the stock portfolio

1
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF - ETF
$26.2M
11.4% of stocks
—This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD MORNINGSTAR VALUE ETF - ETF
$21.5M
9.4% of stocks
—This quarter—Since filed—Held
AIQuality—Est. buy—
3
DOVER Corp
$DOV
$21.4M
9.3% of stocks
—This quarter-2.0%Since filed1+ qtrsHeld
AIQuality59.5#924Est. buyEstimated buy price is Pro: unlock with a free trial
4
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF - ETF
$17.9M
7.8% of stocks
—This quarter—Since filed—Held
AIQuality—Est. buy—
5
ISHARES RUSSELL 1000 GROWTH ETF - ETF
$12.2M
5.3% of stocks
—This quarter—Since filed—Held
AIQuality—Est. buy—
6
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF - ETF
$12.1M
5.3% of stocks
—This quarter—Since filed—Held
AIQuality—Est. buy—
7
WisdomTree, Inc.
$WT
$10.3M
4.5% of stocks
—This quarter-7.6%Since filed1+ qtrsHeld
AIQuality61.4#787Est. buyEstimated buy price is Pro: unlock with a free trial
8
DIMENSIONAL U.S. TARGETED VALUE ETF - ETF
$9.4M
4.1% of stocks
—This quarter—Since filed—Held
AIQuality—Est. buy—
9
VANGUARD SHORT-TERM CORPORATE BOND ETF - ETF
$7.9M
3.5% of stocks
—This quarter—Since filed—Held
AIQuality—Est. buy—
10
ISHARES RUSSELL 2000 GROWTH ETF - ETF
$7.9M
3.5% of stocks
—This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF - ETF	$26.2M	11.4%	—	—	—	—	—
2	VANGUARD MORNINGSTAR VALUE ETF - ETF	$21.5M	9.4%	—	—	—	—	—
3	DOVER Corp$DOV	$21.4M	9.3%	—	-2.0%	1+ qtrs	59.5#924	Estimated buy price is Pro: unlock with a free trial
4	ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF - ETF	$17.9M	7.8%	—	—	—	—	—
5	ISHARES RUSSELL 1000 GROWTH ETF - ETF	$12.2M	5.3%	—	—	—	—	—
6	DIMENSIONAL EMERGING CORE EQUITY MARKET ETF - ETF	$12.1M	5.3%	—	—	—	—	—
7	WisdomTree, Inc.$WT	$10.3M	4.5%	—	-7.6%	1+ qtrs	61.4#787	Estimated buy price is Pro: unlock with a free trial
8	DIMENSIONAL U.S. TARGETED VALUE ETF - ETF	$9.4M	4.1%	—	—	—	—	—
9	VANGUARD SHORT-TERM CORPORATE BOND ETF - ETF	$7.9M	3.5%	—	—	—	—	—
10	ISHARES RUSSELL 2000 GROWTH ETF - ETF	$7.9M	3.5%	—	—	—	—	—

All holdings — Highland Investment Advisors LLC (Q2 2026)

Sort

734 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	—	VANGUARD MORNINGSTAR MID-CAP VALUE ETF - ETFetf/fund	—	$7.9M	3.5%	40K	—	—	—	13F
12	—	ISHARES CORE S&P 500 ETF - ETFetf/fund	—	$5.9M	2.6%	7,898	—	—	—	13F
13	—	JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF - ETFnote	—	$5.5M	2.4%	120K	—	—	—	13F
14	$GLD	SPDR GOLD TRUSTetf/fund	Financials	$3.0M	1.3%	8,226	—	1+ qtrs	—	13F
15	—	ISHARES S&P 500 GROWTH ETF - ETFetf/fund	—	$2.8M	1.2%	20K	—	—	—	13F
16	—	ISHARES RUSSELL 1000 VALUE ETF - ETFetf/fund	—	$2.5M	1.1%	10K	—	—	—	13F
17	—	ISHARES CORE MSCI EAFE ETF - ETFetf/fund	—	$2.3M	1.0%	23K	—	—	—	13F
18	—	DIMENSIONAL U.S. EQUITY MARKET ETF - ETFetf/fund	—	$1.7M	0.7%	20K	—	—	—	13F
19	—	ISHARES MSCI EAFE ETF - ETFetf/fund	—	$1.6M	0.7%	15K	—	—	—	13F
20	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$1.6M	0.7%	2,111	—	1+ qtrs	—	13F
21	$MSFT	MICROSOFT CORP	Technology	$1.5M	0.7%	4,135	—	1+ qtrs	AI quality score is Pro: unlock with a free trial	13F
22	$AAPL	Apple Inc.	Technology	$1.5M	0.7%	5,179	—	1+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	—	VANGUARD FTSE EMERGING MARKETS ETF - ETFetf/fund	—	$1.5M	0.6%	25K	—	—	—	13F
24	$META	Meta Platforms, Inc.note	Technology	$1.3M	0.6%	17K	—	1+ qtrs	AI quality score is Pro: unlock with a free trial	13F
25	—	DIMENSIONAL U.S. CORE EQUITY 2 ETF - ETFetf/fund	—	$1.3M	0.6%	30K	—	—	—	13F
26	—	ISHARES MSCI ACWI ETF - ETF	—	$1.2M	0.5%	7,541	—
27	$CAT	CATERPILLAR INC	Industrials	$1.2M	0.5%	1,094	—
28	$AVGO	Broadcom Inc.	Technology	$1.2M	0.5%	3,065	—
29	—	ISHARES 1-3 YEAR TREASURY BOND ETF - ETF	—	$1.1M	0.5%	13K	—
30	—	ISHARES RUSSELL 2000 ETF - ETF	—	$1.1M	0.5%	3,607	—
31	—	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND - ETF	—	$939K	0.4%	11K	—
32	$WT	WisdomTree, Inc.	Financials	$931K	0.4%	16K	—
33	—	DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF - ETF	—	$899K	0.4%	24K	—
34	$IVZ	Invesco Ltd.	Financials	$831K	0.4%	45K	—
35	$SLV	iShares Silver Trust	Financials	$746K	0.3%	14K	—
36	—	ISHARES RUSSELL 1000 ETF - ETF	—	$744K	0.3%	1,816	—
37	$PHYS	Sprott Physical Gold Trust	Financials	$660K	0.3%	22K	—
38	$NVDA	NVIDIA CORP	Technology	$583K	0.3%	2,913	—
39	—	VANGUARD MORNINGSTAR SMALL-CAP ETF - ETF	—	$567K	0.3%	1,871	—
40	$WEC	WEC ENERGY GROUP, INC.	Utilities	$497K	0.2%	4,255	—
41	—	GOLDMAN SACHS VALUE OPPORTUNITIES ETF - ETF	—	$490K	0.2%	10K	—
42	$PM	Philip Morris International Inc.	Consumer Staples	$484K	0.2%	2,673	—
43	$ABBV	AbbVie Inc.	Healthcare	$483K	0.2%	1,921	—
44	—	ISHARES S&P MID-CAP 400 VALUE ETF - ETF	—	$480K	0.2%	3,252	—
45	—	ISHARES S&P MID-CAP 400 GROWTH ETF - ETF	—	$475K	0.2%	4,042	—
46	—	ISHARES CORE MSCI EMERGING MARKETS ETF - ETF	—	$453K	0.2%	5,469	—
47	—	DAVIS SELECT U.S. EQUITY ETF - ETF	—	$407K	0.2%	7,250	—
48	$AMZN	AMAZON COM INC	Consumer Discretionary	$403K	0.2%	1,689	—
49	—	VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF	—	$384K	0.2%	1,037	—
50	—	ISHARES MSCI EMERGING MARKETS ETF - ETF	—	$374K	0.2%	5,468	—
51	—	ISHARES CORE S&P SMALL CAP ETF - ETF	—	$362K	0.2%	2,440	—
52	$GOOGL	Alphabet Inc.	Technology	$361K	0.2%	1,009	—
53	$MCD	MCDONALDS CORP	Consumer Discretionary	$354K	0.1%	1,309	—
54	$JPM	JPMORGAN CHASE & CO	Financials	$344K	0.1%	1,051	—
55	$DE	DEERE & CO	Industrials	$343K	0.1%	540	—
56	$MO	ALTRIA GROUP, INC.	Consumer Staples	$324K	0.1%	4,496	—
57	—	ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF - ETF	—	$313K	0.1%	6,208	—
58	$CYRX	Cryoport, Inc.	Healthcare	$306K	0.1%	20K	—
59	$DTB	DTE ENERGY CO	Utilities	$305K	0.1%	2,000	—
60	$WMT	Walmart Inc.	Consumer Staples	$304K	0.1%	2,686	—
61	$IVZ	Invesco Ltd.	Financials	$301K	0.1%	992	—
62	$CVX	CHEVRON CORP	Energy	$300K	0.1%	1,811	—
63	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$296K	0.1%	711	—
64	—	ISHARES RUSSELL MID-CAP GROWTH ETF - ETF	—	$295K	0.1%	2,016	—
65	—	VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF - ETF	—	$283K	0.1%	1,167	—
66	$NMZ	NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND	Other	$278K	0.1%	26K	—
67	$CSCO	CISCO SYSTEMS, INC.	Technology	$272K	0.1%	2,316	—
68	—	ISHARES RUSSELL 2000 VALUE ETF - ETF	—	$267K	0.1%	1,208	—
69	—	ISHARES MSCI EAFE VALUE ETF - ETF	—	$262K	0.1%	3,422	—
70	$GOOG	Alphabet Inc.	Technology	$254K	0.1%	720	—
71	$LLY	ELI LILLY & Co	Healthcare	$253K	0.1%	211	—
72	—	STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ETF	—	$248K	0.1%	2,082	—
73	—	VANECK GOLD MINERS ETF - ETF	—	$233K	0.1%	3,082	—
74	$CTVA	Corteva, Inc.	Consumer Staples	$224K	0.1%	2,643	—
75	$SUI	SUN COMMUNITIES INC	Real Estate	$223K	0.1%	1,859	—
76	—	VANGUARD S&P 500 ETF - ETF	—	$222K	0.1%	323	—
77	$XOM.R34088	EXXON MOBIL CORP	Energy	$215K	0.1%	1,574	—
78	$DHR	DANAHER CORP /DE/	Healthcare	$212K	0.1%	1,111	—
79	$FELE	FRANKLIN ELECTRIC CO INC	Technology	$210K	0.1%	1,955	—
80	$IVZ	Invesco Ltd.	Financials	$209K	0.1%	1,979	—
81	—	DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF - ETF	—	$207K	0.1%	2,507	—
82	$Q	Qnity Electronics, Inc.	Technology	$202K	0.1%	1,235	—
83	$ADI	ANALOG DEVICES INC	Technology	$200K	0.1%	504	—
84	$IAU	ISHARES GOLD TRUST	Financials	$189K	0.1%	2,503	—
85	$MDLZ	Mondelez International, Inc.	Consumer Staples	$188K	0.1%	3,250	—
86	—	STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF - ETF	—	$188K	0.1%	2,069	—
87	—	FIRST TRUST LOW DURATION OPPORTUNITIES ETF - ETF	—	$174K	0.1%	3,499	—
88	—	STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF - ETF	—	$169K	0.1%	912	—
89	—	U.S. GLOBAL JETS ETF - ETF	—	$167K	0.1%	5,041	—
90	—	STATE STREET UTILITIES SELECT SECTOR SPDR ETF - ETF	—	$163K	0.1%	3,588	—
91	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$159K	0.1%	215	—
92	$TT	Trane Technologies plc	Technology	$152K	0.1%	310	—
93	$GM	General Motors Co	Consumer Discretionary	$149K	0.1%	1,928	—
94	$DTM	DT Midstream, Inc.	Energy	$147K	0.1%	1,000	—
95	—	ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF - ETF	—	$141K	0.1%	2,695	—
96	$IVZ	Invesco Ltd.	Financials	$140K	0.1%	6,888	—
97	—	STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF - ETF	—	$137K	0.1%	864	—
98	$CEF	Sprott Physical Gold & Silver Trust	Financials	$137K	0.1%	3,400	—
99	—	DIMENSIONAL U.S. SMALL CAP ETF - ETF	—	$134K	0.1%	1,624	—
100	—	ALERIAN MLP ETF - ETF	—	$128K	0.1%	2,467	—
101	$UAL	United Airlines Holdings, Inc.	Industrials	$120K	0.1%	879	—
102	$TSLA	Tesla, Inc.	Consumer Discretionary	$119K	0.1%	283	—
103	$DD	DuPont de Nemours, Inc.	Materials	$117K	0.1%	863	—
104	$GE	GENERAL ELECTRIC CO	Industrials	$115K	0.1%	307	—
105	—	VANGUARD FTSE DEVELOPED MARKETS ETF - ETF	—	$112K	0.1%	1,566	—
106	—	ISHARES 0-5 YEAR TIPS BOND ETF - ETF	—	$112K	0.1%	1,092	—
107	$RTX	RTX Corp	Industrials	$109K	0.1%	576	—
108	—	VANGUARD MORNINGSTAR GROWTH ETF - ETF	—	$107K	0.1%	1,248	—
109	—	FIRST TRUST INDXX NEXTG ETF - ETF	—	$107K	0.1%	699	—
110	—	ISHARES MSCI ACWI EX U.S. ETF - ETF	—	$104K	0.1%	1,373	—
111	—	STATE STREET MATERIALS SELECT SECTOR SPDR ETF - ETF	—	$103K	0.0%	2,026	—
112	—	ISHARES MSCI USA MIN VOL FACTOR ETF - ETF	—	$103K	0.0%	1,066	—
113	—	DIMENSIONAL US HIGH PROFITABILITY ETF - ETF	—	$100K	0.0%	2,400	—
114	$ETN	Eaton Corp plc	Industrials	$98K	0.0%	231	—
115	$PEP	PEPSICO INC	Consumer Staples	$98K	0.0%	725	—
116	$CRWD	CrowdStrike Holdings, Inc.	Technology	$95K	0.0%	125	—
117	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$95K	0.0%	2,252	—
118	$ISRG	INTUITIVE SURGICAL INC	Healthcare	$95K	0.0%	239	—
119	$HPE	Hewlett Packard Enterprise Co	Technology	$94K	0.0%	2,089	—
120	—	ISHARES ESG MSCI KLD 400 ETF - ETF	—	$94K	0.0%	658	—
121	—	STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ETF	—	$93K	0.0%	1,734	—
122	$META	Meta Platforms, Inc.	Technology	$92K	0.0%	164	—
123	$PCN	PIMCO CORPORATE & INCOME STRATEGY FUND	Other	$92K	0.0%	7,702	—
124	$GEV	GE Vernova Inc.	Industrials	$92K	0.0%	78	—
125	$AJG	Arthur J. Gallagher & Co.	Financials	$91K	0.0%	398	—
126	$ASB	ASSOCIATED BANC-CORP	Financials	$91K	0.0%	2,966	—
127	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$91K	0.0%	182	—
128	$RRX	REGAL REXNORD CORP	Industrials	$90K	0.0%	380	—
129	—	INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY - ETF	—	$88K	0.0%	1,500	—
130	$INTC	INTEL CORP	Technology	$88K	0.0%	632	—
131	—	VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF - ETF	—	$87K	0.0%	238	—
132	—	ISHARES CORE S&P MID-CAP ETF - ETF	—	$87K	0.0%	1,124	—
133	$SO	SOUTHERN CO	Utilities	$86K	0.0%	894	—
134	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$84K	0.0%	90	—
135	—	SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF	—	$82K	0.0%	2,433	—
136	$PG	PROCTER & GAMBLE Co	Consumer Staples	$82K	0.0%	560	—
137	—	ISHARES U.S. ENERGY ETF - ETF	—	$81K	0.0%	1,433	—
138	—	SCHWAB US DIVIDEND EQUITY ETF - ETF	—	$80K	0.0%	2,525	—
139	$JNJ	JOHNSON & JOHNSON	Healthcare	$79K	0.0%	311	—
140	—	GLOBAL X COPPER MINERS ETF - ETF	—	$77K	0.0%	1,006	—
141	$ORCL	ORACLE CORP	Technology	$77K	0.0%	527	—
142	$AZN	ASTRAZENECA PLC	Healthcare	$77K	0.0%	404	—
143	$WFC	WELLS FARGO & COMPANY/MN	Financials	$75K	0.0%	913	—
144	$FITB	FIFTH THIRD BANCORP	Financials	$75K	0.0%	1,332	—
145	$MRK	Merck & Co., Inc.	Healthcare	$72K	0.0%	562	—
146	$NEE	NEXTERA ENERGY INC	Utilities	$70K	0.0%	800	—
147	—	STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF - ETF	—	$70K	0.0%	1,597	—
148	—	TR ACTIVEBETA US LARGE CAP EQUITY ETF - ETF	—	$69K	0.0%	484	—
149	$ARCC	ARES CAPITAL CORP	Other	$68K	0.0%	3,693	—
150	$IVZ	Invesco Ltd.	Financials	$68K	0.0%	2,649	—

Firm AUM (Form ADV): $368.3M as of 2025-12-31 · SEC IAPD

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Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Highland Investment Advisors's top 20 holdings: 64/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)

Top 10 since filing

-4.0%

Value-weighted move of the 10 largest stock positions

Turnover

—

Last quarter

Top 10 weight

64%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

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 Q2 2026 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

Highland Investment Advisors LLC disclosed 734 positions worth $229.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 734 new positions and exited 0. The portfolio is most concentrated in Other (73.5% of disclosed assets). All figures are sourced directly from Highland Investment Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2149882.

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AI-Powered Hedge Fund Analysis: Highland Investment Advisors LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Highland Investment Advisors LLC (SEC CIK: 2149882), 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 Highland Investment Advisors LLC'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.