Arete Wealth Advisors, LLC
Sector Allocation
- Technology33.4%$1.0B
- Other29.7%$907.6M
- Financials10.2%$312.4M
- Consumer Discretionary6.2%$190.0M
- Healthcare5.3%$161.6M
- Industrials5.0%$152.3M
- Communication Services2.8%$85.8M
- Energy2.4%$74.5M
- Consumer Staples2.3%$69.8M
- Materials1.1%$32.8M
AUM History
13fpro.ai/research/fund/arete-wealth-advisors-llc-1600151
Conviction and streaks
Stable · top 10 = 25.3%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
AAPL
$192.6MNVDA
$104.1MTSLA
$86.1MMSFT
$62.2MAMZN
$61.3MAMD
$60.5MGOOGL
$56.3MCAT
$50.6MIVZ
$50.4MDIS
$49.4MAAOI
$49.4M- BLACKROCK$47.1M
PLTR
$42.3M- FIDELITY$37.9M
MU
$37.0M- PUTNAM$34.4M
- SPDR$34.4M
- SPDR$34.4M
META
$34.1MTSM
$33.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/arete-wealth-advisors-llc-1600151
Arete Wealth Advisors, LLC 13F holdings — Q2 2026
$3.1B portfolio (+127.8% QoQ) · 511 holdings · Q2 2026 13F · top 10 are 25% of the stock portfolio
$192.6M
6.3% of stocks
+903%This quarter+12.8%Since filed7+ qtrsHeld$104.1M
3.4% of stocks
+166%This quarter-0.7%Since filed7+ qtrsHeld$86.1M
2.8% of stocks
+767%This quarter+17.7%Since filed7+ qtrsHeld$62.2M
2.0% of stocks
+248%This quarter+5.7%Since filed7+ qtrsHeld$61.3M
2.0% of stocks
+406%This quarter-8.5%Since filed7+ qtrsHeld$60.5M
2.0% of stocks
NewThis quarter+12.0%Since filedNew this quarterHeld$56.3M
1.8% of stocks
+409%This quarter-8.4%Since filed7+ qtrsHeld$50.6M
1.7% of stocks
NewThis quarter-17.9%Since filedNew this quarterHeld$50.4M
1.6% of stocks
+17%This quarter-9.0%Since filed7+ qtrsHeld$49.4M
1.6% of stocks
NewThis quarter+6.6%Since filedNew this quarterHeld
All holdings — Arete Wealth Advisors, LLC (Q2 2026)
511 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 | APPLIED OPTOELECTRONICS, INC. | Technology | $49.4M | 1.6% | 333K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | BLACKROCK ETF TRUST II - ETFetf/fund | — | $47.1M | 1.5% | 900K | +4583% | — | — | 13F |
| 13 | Palantir Technologies Inc. | Technology | $42.3M | 1.4% | 363K | +1716% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | FIDELITY MERRIMACK STR TR - ETFetf/fund | — | $37.9M | 1.2% | 834K | +6% | — | — | 13F |
| 15 | MICRON TECHNOLOGY INC | Technology | $37.0M | 1.2% | 32K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | PUTNAM ETF TRUST - ETFetf/fund | — | $34.4M | 1.1% | 676K | -4% | — | — | 13F |
| 17 | — | SPDR SERIES TRUST - ETFetf/fund | — | $34.4M | 1.1% | 391K | +11% | — | — | 13F |
| 18 | — | SPDR SERIES TRUST - ETFetf/fund | — | $34.4M | 1.1% | 1.35M | +0.0% | — | — | 13F |
| 19 | Meta Platforms, Inc. | Technology | $34.1M | 1.1% | 61K | +277% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $33.4M | 1.1% | 70K | +424% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $33.1M | 1.1% | 45K | +167% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | VANGUARD INDEX FDS - ETFetf/fund | — | $32.7M | 1.1% | 379K | +551% | — | — | 13F |
| 23 | Alphabet Inc. | Technology | $30.1M | 1.0% | 85K | +470% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | SPDR S&P 500 ETF TRUSTetf/fund | — | $26.9M | 0.9% | 36K | +23% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | EXXON MOBIL CORP | Energy | $25.6M | 0.8% | 187K | +146% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $JNJ | JOHNSON & JOHNSON | Healthcare | $24.6M | 0.8% | 97K | +21% | |||
| 27 | $INTC | INTEL CORP | Technology | $24.4M | 0.8% | 175K | +1036% | |||
| 28 | $JPM | JPMORGAN CHASE & CO | Financials | $23.8M | 0.8% | 73K | +136% | |||
| 29 | $OPTX | SYNTEC OPTICS HOLDINGS, INC. | Technology | $23.6M | 0.8% | 1.90M | New | |||
| 30 | — | ISHARES TR - ETF | — | $23.5M | 0.8% | 307K | -3% | |||
| 31 | $LLY | ELI LILLY & Co | Healthcare | $23.3M | 0.8% | 19K | New | |||
| 32 | $CRWV | CoreWeave, Inc. | Technology | $23.2M | 0.8% | 233K | New | |||
| 33 | $CVX | CHEVRON CORP | Energy | $22.5M | 0.7% | 136K | +1162% | |||
| 34 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $22.0M | 0.7% | 44K | New | |||
| 35 | $AVGO | Broadcom Inc. | Technology | $21.6M | 0.7% | 57K | +145% | |||
| 36 | $ABBV | AbbVie Inc. | Healthcare | $19.6M | 0.6% | 78K | +153% | |||
| 37 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $19.6M | 0.6% | 70K | +123% | |||
| 38 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $19.5M | 0.6% | 343K | +1766% | |||
| 39 | — | SPDR SERIES TRUST - ETF | — | $19.0M | 0.6% | 208K | +58% | |||
| 40 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $18.6M | 0.6% | 26K | New | |||
| 41 | $RXT | Rackspace Technology, Inc. | Technology | $18.5M | 0.6% | 2.84M | +1167% | |||
| 42 | — | PGIM ETF TR - ETF | — | $17.9M | 0.6% | 361K | -4% | |||
| 43 | $ORCL | ORACLE CORP | Technology | $16.7M | 0.6% | 114K | New | |||
| 44 | $GLD | SPDR GOLD TRUST | Financials | $16.5M | 0.5% | 45K | -15% | |||
| 45 | — | SPDR SERIES TRUST - ETF | — | $15.6M | 0.5% | 172K | +0.3% | |||
| 46 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $15.5M | 0.5% | 17K | New | |||
| 47 | — | ISHARES TR - ETF | — | $14.9M | 0.5% | 61K | +30% | |||
| 48 | $LRCX | LAM RESEARCH CORP | Technology | $14.9M | 0.5% | 34K | +160% | |||
| 49 | $RTX | RTX Corp | Industrials | $14.2M | 0.5% | 75K | +46% | |||
| 50 | — | ISHARES TR - ETF | — | $13.8M | 0.5% | 111K | +316% | |||
| 51 | $GEV | GE Vernova Inc. | Industrials | $13.6M | 0.5% | 12K | New | |||
| 52 | $MCD | MCDONALDS CORP | Consumer Discretionary | $13.4M | 0.4% | 50K | +51% | |||
| 53 | — | VANGUARD INDEX FDS - ETF | — | $13.3M | 0.4% | 19K | +13% | |||
| 54 | $V | VISA INC. | Financials | $13.3M | 0.4% | 39K | +68% | |||
| 55 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $13.2M | 0.4% | 37K | +98% | |||
| 56 | $GS | GOLDMAN SACHS GROUP INC | Financials | $12.7M | 0.4% | 13K | New | |||
| 57 | — | VANGUARD TAX-MANAGED FDS - ETF | — | $12.6M | 0.4% | 177K | +13% | |||
| 58 | — | ISHARES TR - ETF | — | $12.1M | 0.4% | 40K | +35% | |||
| 59 | $BA | BOEING CO | Industrials | $12.1M | 0.4% | 56K | New | |||
| 60 | $GE | GENERAL ELECTRIC CO | Industrials | $11.9M | 0.4% | 32K | New | |||
| 61 | $TGTX | TG THERAPEUTICS, INC. | Healthcare | $11.8M | 0.4% | 214K | New | |||
| 62 | — | EA SERIES TRUST - ETF | — | $11.5M | 0.4% | 98K | New | |||
| 63 | $WMT | Walmart Inc. | Consumer Staples | $11.0M | 0.4% | 97K | +36% | |||
| 64 | $LMT | LOCKHEED MARTIN CORP | Industrials | $10.9M | 0.4% | 21K | New | |||
| 65 | — | ISHARES TR - ETF | — | $10.7M | 0.3% | 14K | +13% | |||
| 66 | $MRK | Merck & Co., Inc. | Healthcare | $10.7M | 0.3% | 83K | +62% | |||
| 67 | — | ISHARES TR - ETF | — | $10.6M | 0.3% | 96K | +6% | |||
| 68 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $10.5M | 0.3% | 62K | New | |||
| 69 | — | VANGUARD INDEX FDS - ETF | — | $10.3M | 0.3% | 42K | -1% | |||
| 70 | $HCI | HCI Group, Inc. | Financials | $10.2M | 0.3% | 58K | New | |||
| 71 | — | SPDR INDEX SHS FDS - ETF | — | $9.8M | 0.3% | 194K | -0.3% | |||
| 72 | $IVZ | Invesco Ltd. | Financials | $9.6M | 0.3% | 32K | +44% | |||
| 73 | — | PROSHARES TR - ETF | — | $9.5M | 0.3% | 286K | +0.0% | |||
| 74 | $T | AT&T INC. | Communication Services | $9.3M | 0.3% | 451K | +594% | |||
| 75 | $NFLX | NETFLIX INC | Communication Services | $9.3M | 0.3% | 130K | +347% | |||
| 76 | $CSCO | CISCO SYSTEMS, INC. | Technology | $9.1M | 0.3% | 78K | New | |||
| 77 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $9.1M | 0.3% | 215K | +274% | |||
| 78 | $QCOM | QUALCOMM INC/DE | Technology | $8.8M | 0.3% | 48K | New | |||
| 79 | $C | CITIGROUP INC | Financials | $8.8M | 0.3% | 63K | New | |||
| 80 | — | PROFESIONALLY MANAGED PORTF - ETF | — | $8.8M | 0.3% | 165K | +0.8% | |||
| 81 | — | SPDR SERIES TRUST - ETF | — | $8.6M | 0.3% | 72K | +0.8% | |||
| 82 | $KO | COCA COLA CO | Consumer Staples | $8.3M | 0.3% | 103K | +375% | |||
| 83 | — | VANECK ETF TRUST - ETF | — | $8.3M | 0.3% | 325K | +0.2% | |||
| 84 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $8.3M | 0.3% | 57K | +139% | |||
| 85 | $PFE | PFIZER INC | Healthcare | $8.3M | 0.3% | 344K | +188% | |||
| 86 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $8.2M | 0.3% | 99K | +190% | |||
| 87 | $NOK | NOKIA CORP | Technology | $8.1M | 0.3% | 610K | +133% | |||
| 88 | — | AMERICAN CENTY ETF TR - ETF | — | $7.9M | 0.3% | 82K | New | |||
| 89 | — | ZACKS TRUST - ETF | — | $7.8M | 0.3% | 252K | +58% | |||
| 90 | — | ISHARES TR - ETF | — | $7.6M | 0.3% | 61K | -0.2% | |||
| 91 | — | SELECT SECTOR SPDR TR - ETF | — | $7.6M | 0.3% | 40K | +32% | |||
| 92 | — | SPDR SERIES TRUST - ETF | — | $7.4M | 0.2% | 129K | +323% | |||
| 93 | — | VANGUARD INDEX FDS - ETF | — | $7.4M | 0.2% | 20K | +6% | |||
| 94 | $ANET | Arista Networks, Inc. | Technology | $7.3M | 0.2% | 43K | New | |||
| 95 | — | EXCHANGE LISTED FDS TR - ETF | — | $7.3M | 0.2% | 286K | +2% | |||
| 96 | — | VANGUARD SPECIALIZED FUNDS - ETF | — | $7.3M | 0.2% | 31K | +10% | |||
| 97 | — | SPDR SERIES TRUST - ETF | — | $7.2M | 0.2% | 106K | +265% | |||
| 98 | $MA | Mastercard Inc | Financials | $7.1M | 0.2% | 14K | New | |||
| 99 | — | VANGUARD INTL EQUITY INDEX - ETF | — | $7.1M | 0.2% | 118K | +1.0% | |||
| 100 | $AXP | AMERICAN EXPRESS CO | Financials | $7.0M | 0.2% | 21K | New | |||
| 101 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $7.0M | 0.2% | 17K | New | |||
| 102 | — | VANGUARD INDEX FDS - ETF | — | $6.9M | 0.2% | 32K | +24% | |||
| 103 | $NOW | ServiceNow, Inc. | Technology | $6.8M | 0.2% | 68K | New | |||
| 104 | $USAR | USA Rare Earth, Inc. | Materials | $6.4M | 0.2% | 295K | New | |||
| 105 | — | SELECT SECTOR SPDR TR - ETF | — | $6.3M | 0.2% | 76K | New | |||
| 106 | — | ISHARES TR - ETF | — | $6.3M | 0.2% | 73K | +172% | |||
| 107 | $APLD | Applied Digital Corp. | Technology | $6.1M | 0.2% | 164K | -5% | |||
| 108 | — | ISHARES TR - ETF | — | $6.1M | 0.2% | 62K | +0.3% | |||
| 109 | — | FIDELITY MERRIMACK STR TR - ETF | — | $6.0M | 0.2% | 120K | -0.5% | |||
| 110 | $PM | Philip Morris International Inc. | Consumer Staples | $5.7M | 0.2% | 32K | +153% | |||
| 111 | $UBER | Uber Technologies, Inc | Technology | $5.7M | 0.2% | 79K | New | |||
| 112 | $IBRX | ImmunityBio, Inc. | Healthcare | $5.7M | 0.2% | 648K | +10% | |||
| 113 | $PEP | PEPSICO INC | Consumer Staples | $5.6M | 0.2% | 42K | +144% | |||
| 114 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $5.5M | 0.2% | 96K | New | |||
| 115 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $5.5M | 0.2% | 150K | +811% | |||
| 116 | $DELL | Dell Technologies Inc. | Technology | $5.5M | 0.2% | 13K | New | |||
| 117 | — | ISHARES INC - ETF | — | $5.4M | 0.2% | 65K | -4% | |||
| 118 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $5.4M | 0.2% | 75K | New | |||
| 119 | $IVZ | Invesco Ltd. | Financials | $5.4M | 0.2% | 203K | New | |||
| 120 | $ABNB | Airbnb, Inc. | Technology | $5.2M | 0.2% | 37K | New | |||
| 121 | $MS | MORGAN STANLEY | Financials | $5.2M | 0.2% | 25K | New | |||
| 122 | $IVZ | Invesco Ltd. | Financials | $5.2M | 0.2% | 31K | New | |||
| 123 | $SLV | iShares Silver Trust | Financials | $5.2M | 0.2% | 97K | +7% | |||
| 124 | — | DIREXION SHARES ETF TRUST - ETF | — | $5.1M | 0.2% | 121K | New | |||
| 125 | — | ZACKS TRUST - ETF | — | $5.1M | 0.2% | 114K | -2% | |||
| 126 | $BTSG | BrightSpring Health Services, Inc. | Healthcare | $5.1M | 0.2% | 72K | New | |||
| 127 | — | ISHARES TR - ETF | — | $5.0M | 0.2% | 61K | +3% | |||
| 128 | — | ZACKS TRUST - ETF | — | $5.0M | 0.2% | 158K | +21% | |||
| 129 | — | SPDR SERIES TRUST - ETF | — | $5.0M | 0.2% | 82K | -0.8% | |||
| 130 | $SO | SOUTHERN CO | Utilities | $4.8M | 0.2% | 50K | +184% | |||
| 131 | — | ISHARES TR - ETF | — | $4.8M | 0.2% | 63K | +0.7% | |||
| 132 | — | J P MORGAN EXCHANGE TRADED - ETF | — | $4.8M | 0.2% | 77K | +236% | |||
| 133 | — | ISHARES TR - ETF | — | $4.7M | 0.1% | 47K | +66% | |||
| 134 | $IVZ | Invesco Ltd. | Financials | $4.7M | 0.1% | 25K | New | |||
| 135 | $BE | Bloom Energy Corp | Technology | $4.6M | 0.1% | 15K | New | |||
| 136 | $PANW | Palo Alto Networks Inc | Technology | $4.5M | 0.1% | 13K | New | |||
| 137 | $NBIS | Nebius Group N.V. | Technology | $4.5M | 0.1% | 16K | New | |||
| 138 | $SGOL | abrdn Gold ETF Trust | Financials | $4.5M | 0.1% | 117K | +11% | |||
| 139 | — | ISHARES TR - ETF | — | $4.4M | 0.1% | 18K | +8% | |||
| 140 | — | PRINCIPAL EXCHANGE TRADED F - ETF | — | $4.4M | 0.1% | 63K | -3% | |||
| 141 | $AMGN | AMGEN INC | Healthcare | $4.3M | 0.1% | 12K | New | |||
| 142 | $TTMI | TTM TECHNOLOGIES INC | Technology | $4.2M | 0.1% | 22K | New | |||
| 143 | — | NEOS ETF TRUST - ETF | — | $4.1M | 0.1% | 77K | +23% | |||
| 144 | $IVZ | Invesco Ltd. | Financials | $4.0M | 0.1% | 59K | New | |||
| 145 | $ABT | ABBOTT LABORATORIES | Healthcare | $4.0M | 0.1% | 45K | +177% | |||
| 146 | $UNP | UNION PACIFIC CORP | Industrials | $4.0M | 0.1% | 15K | New | |||
| 147 | $GNL | Global Net Lease, Inc. | Real Estate | $4.0M | 0.1% | 450K | +46% | |||
| 148 | — | SPDR SERIES TRUST - ETF | — | $4.0M | 0.1% | 25K | +136% | |||
| 149 | $MRVL | Marvell Technology, Inc. | Technology | $4.0M | 0.1% | 13K | New | |||
| 150 | — | SPDR INDEX SHS FDS - ETF | — | $3.9M | 0.1% | 76K | +5% |
What changed in Q2 2026
Against the previous quarter's 13F: 244 new, 197 added to, 60 trimmed, 76 sold out. Share-count changes; largest moves by dollar size first.
New positions (244)
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
$OPTXSYNTEC OPTICS HOLDINGS, INC.$23.6M
first bought this quarter
+238 more in the Excel export
Added to (197)
now $192.6M · held 7+ qtrs
now $86.1M · held 7+ qtrs
now $104.1M · held 7+ qtrs
now $61.3M · held 7+ qtrs
- BLACKROCK ETF TRUST II - ETF+4583%
now $47.1M
now $56.3M · held 7+ qtrs
+191 more in the Excel export
Trimmed (60)
$GLDSPDR GOLD TRUST-15%
now $16.5M · held 7+ qtrs, 2 trims in a row
$NVTSNavitas Semiconductor Corp-84%
now $482K
- PUTNAM ETF TRUST - ETF-4%
now $34.4M
- PGIM ETF TR - ETF-4%
now $17.9M
- ISHARES TR - ETF-3%
now $23.5M
$APLDApplied Digital Corp.-5%
now $6.1M · held 7+ qtrs, 5 trims in a row
+54 more in the Excel export
Holdings by quarter
Every 13F Arete Wealth Advisors, LLC has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow Arete Wealth Advisors?
Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Arete Wealth Advisors's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+3.3%
Value-weighted move of the 10 largest stock positions
Turnover
15%
Last quarter; 65% over the last 4
Top 10 weight
25%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
58%
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 Q4 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
Arete Wealth Advisors, LLC disclosed 511 positions worth $3.1B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 6.3% of the equity portfolio, followed by $NVDA and $TSLA. During the quarter the fund opened 244 new positions and exited 76 — including a new stake in $AMD and a full exit from $JOB. The portfolio is most concentrated in Technology (33.4% of disclosed assets). All figures are sourced directly from Arete Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1600151.
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AI-Powered Hedge Fund Analysis: Arete Wealth Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Arete Wealth Advisors, LLC (SEC CIK: 1600151), 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 Arete Wealth 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.