Christensen, King & Associates Investment Services, Inc.
Sector Allocation
- Other89.0%$245.9M
- Technology5.2%$14.4M
- Industrials2.3%$6.3M
- Financials1.2%$3.3M
- Healthcare0.8%$2.3M
- Consumer Discretionary0.6%$1.7M
- Energy0.6%$1.5M
- Consumer Staples0.3%$769,498
AUM History
13fpro.ai/research/fund/christensen-king-and-associates-investment-services-inc-2032544
Conviction and streaks
Diversifying · top 10 = 55.2%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
- SCHWAB$34.7M
- SCHWAB$17.9M
- SCHWAB$16.8M
- SCHWAB$15.3M
- SCHWAB$13.7M
- SCHWAB$13.2M
- SCHWAB$12.8M
- SCHWAB$11.9M
- SCHWAB$9.7M
- VANGUARD$6.6M
- ISHARES$5.3M
- SCHWAB$5.3M
- VANGUARD$5.2M
GE
$4.9M- SCHWAB$4.8M
- SCHWAB$4.3M
- ISHARES$4.1M
- VANGUARD$3.8M
- SCHWAB$3.8M
AAPL
$3.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/christensen-king-and-associates-investment-services-inc-2032544
Christensen, King & Associates Investment Services, Inc. 13F holdings — Q3 2026
$276.2M portfolio (+9.7% QoQ) · 121 holdings · Q3 2026 13F · top 10 are 55% of the stock portfolio
- 1
SCHWAB STRATEGIC TR - US LRG CAP ETF
$34.7M
12.6% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SCHWAB STRATEGIC TR - US BRD MKT ETF
$17.9M
6.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$16.8M
6.1% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SCHWAB STRATEGIC TR - US LCAP GR ETF
$15.3M
5.5% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SCHWAB STRATEGIC TR - INTL EQTY ETF
$13.7M
5.0% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SCHWAB STRATEGIC TR - US SML CAP ETF
$13.2M
4.8% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SCHWAB STRATEGIC TR - US AGGREGATE B
$12.8M
4.6% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SCHWAB STRATEGIC TR - US MID-CAP ETF
$11.9M
4.3% of stocks
+0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SCHWAB STRATEGIC TR - US LCAP VA ETF
$9.7M
3.5% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD INDEX FDS - S&P 500 ETF SHS
$6.6M
2.4% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR - US LRG CAP ETF | $34.7M | 12.6% | +1% | — | — | — | — | |
| 2 | SCHWAB STRATEGIC TR - US BRD MKT ETF | $17.9M | 6.5% | +2% | — | — | — | — | |
| 3 | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $16.8M | 6.1% | +6% | — | — | — | — | |
| 4 | SCHWAB STRATEGIC TR - US LCAP GR ETF | $15.3M | 5.5% | +1% | — | — | — | — | |
| 5 | SCHWAB STRATEGIC TR - INTL EQTY ETF | $13.7M | 5.0% | +4% | — | — | — | — | |
| 6 | SCHWAB STRATEGIC TR - US SML CAP ETF | $13.2M | 4.8% | -0.4% | — | — | — | — | |
| 7 | SCHWAB STRATEGIC TR - US AGGREGATE B | $12.8M | 4.6% | +6% | — | — | — | — | |
| 8 | SCHWAB STRATEGIC TR - US MID-CAP ETF | $11.9M | 4.3% | +0.9% | — | — | — | — | |
| 9 | SCHWAB STRATEGIC TR - US LCAP VA ETF | $9.7M | 3.5% | +7% | — | — | — | — | |
| 10 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $6.6M | 2.4% | -2% | — | — | — | — |
All holdings — Christensen, King & Associates Investment Services, Inc. (Q3 2026)
121 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 | — | ISHARES TR - GLOBAL 100 ETFetf/fund | — | $5.3M | 1.9% | 37K | +11% | — | — | 13F |
| 12 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | — | $5.3M | 1.9% | 223K | +2% | — | — | 13F |
| 13 | — | VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund | — | $5.2M | 1.9% | 14K | +31% | — | — | 13F |
| 14 | GENERAL ELECTRIC CO | Industrials | $4.9M | 1.8% | 16K | New | 1 qtr | 72.7 | 13F | |
| 15 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETFetf/fund | — | $4.8M | 1.7% | 131K | +4% | — | — | 13F |
| 16 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $4.3M | 1.6% | 182K | +2% | — | — | 13F |
| 17 | — | ISHARES TR - 3 7 YR TREAS BDetf/fund | — | $4.1M | 1.5% | 36K | -2% | — | — | 13F |
| 18 | — | VANGUARD WORLD FD - INF TECH ETFetf/fund | — | $3.8M | 1.4% | 30K | +753% | — | — | 13F |
| 19 | — | SCHWAB STRATEGIC TR - US TIPS ETFetf/fund | — | $3.8M | 1.4% | 151K | +0.3% | — | — | 13F |
| 20 | Apple Inc. | Technology | $3.7M | 1.4% | 11K | -5% | 8+ qtrs | 75.7 | 13F | |
| 21 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $3.7M | 1.3% | 4,974 | +19% | 8+ qtrs | — | 13F | |
| 22 | — | ISHARES TR - 7-10 YR TRSY BDetf/fund | — | $3.4M | 1.2% | 38K | -2% | — | — | 13F |
| 23 | NVIDIA CORP | Technology | $2.6M | 0.9% | 11K | -16% | 8+ qtrs | 86.0 | 13F | |
| 24 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $2.5M | 0.9% | 27K | +8% | — | — | 13F |
| 25 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $2.5M | 0.9% | 3,317 | +34% | — | — | 13F |
| 26 | — | ISHARES TR - 1 3 YR TREAS BD | — | $2.5M | 0.9% | 31K | +5% | |||
| 27 | $MSFT | MICROSOFT CORP | Technology | $2.3M | 0.8% | 4,442 | +27% | |||
| 28 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | — | $2.1M | 0.8% | 43K | +3% | |||
| 29 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $1.9M | 0.7% | 24K | +11% | |||
| 30 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $1.9M | 0.7% | 24K | +24% | |||
| 31 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.8M | 0.7% | 7,819 | +12% | |||
| 32 | — | ISHARES TR - 20 YR TR BD ETF | — | $1.7M | 0.6% | 21K | +6% | |||
| 33 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.6M | 0.6% | 22K | +29% | |||
| 34 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.5M | 0.5% | 11K | +4% | |||
| 35 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $1.4M | 0.5% | 27K | +96% | |||
| 36 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $1.3M | 0.5% | 19K | +23% | |||
| 37 | $GLD | SPDR GOLD TRUST | Financials | $1.3M | 0.5% | 3,373 | +0.1% | |||
| 38 | $DELL | Dell Technologies Inc. | Technology | $1.3M | 0.5% | 2,345 | New | |||
| 39 | $LLY | ELI LILLY & Co | Healthcare | $1.2M | 0.4% | 1,061 | -5% | |||
| 40 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $1.2M | 0.4% | 7,788 | +7% | |||
| 41 | — | ISHARES TR - SP SMCP600VL ETF | — | $1.2M | 0.4% | 9,298 | +9% | |||
| 42 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $1.2M | 0.4% | 3,714 | -0.8% | |||
| 43 | — | ISHARES TR - S&P SML 600 GWT | — | $1.1M | 0.4% | 6,666 | +18% | |||
| 44 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $1.0M | 0.4% | 4,676 | +4% | |||
| 45 | — | ISHARES TR - TIPS BD ETF | — | $940K | 0.3% | 9,039 | +9% | |||
| 46 | $PLTR | Palantir Technologies Inc. | Technology | $937K | 0.3% | 5,012 | +1% | |||
| 47 | $AMZN | AMAZON COM INC | Consumer Discretionary | $929K | 0.3% | 3,727 | -12% | |||
| 48 | $GME | GameStop Corp. | Technology | $894K | 0.3% | 36K | +8% | |||
| 49 | $DOV | DOVER Corp | Industrials | $837K | 0.3% | 5,300 | +0.1% | |||
| 50 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $835K | 0.3% | 1,365 | -16% | |||
| 51 | — | ISHARES TR - S&P 500 VAL ETF | — | $827K | 0.3% | 3,622 | New | |||
| 52 | — | SPDR INDEX SHS FDS - ST STR MSCI GLB | — | $814K | 0.3% | 9,414 | +0.1% | |||
| 53 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $814K | 0.3% | 1,635 | +19% | |||
| 54 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $802K | 0.3% | 9,668 | +7% | |||
| 55 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $780K | 0.3% | 4,793 | +53% | |||
| 56 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $774K | 0.3% | 4,525 | +8% | |||
| 57 | — | ISHARES INC - MSCI CDA ETF | — | $748K | 0.3% | 13K | +189% | |||
| 58 | — | SCHWAB STRATEGIC TR - US REIT ETF | — | $696K | 0.3% | 32K | +6% | |||
| 59 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $695K | 0.3% | 15K | +43% | |||
| 60 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $652K | 0.2% | 7,238 | New | |||
| 61 | — | ISHARES TR - FUTU EXPO TE ETF | — | $643K | 0.2% | 7,708 | +10% | |||
| 62 | — | ISHARES TR - S&P 500 GRWT ETF | — | $595K | 0.2% | 4,179 | +5% | |||
| 63 | — | SCHWAB STRATEGIC TR - 5 10YR CORP BD | — | $588K | 0.2% | 27K | -2% | |||
| 64 | — | ISHARES TR - RUS 1000 VAL ETF | — | $565K | 0.2% | 2,278 | +80% | |||
| 65 | — | ISHARES TR - S&P MC 400VL ETF | — | $560K | 0.2% | 4,065 | +165% | |||
| 66 | — | VANECK ETF TRUST - FALLEN ANGEL HG | — | $549K | 0.2% | 20K | +2% | |||
| 67 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $546K | 0.2% | 600 | +23% | |||
| 68 | — | ISHARES TR - RUS MID CAP ETF | — | $539K | 0.2% | 5,054 | +11% | |||
| 69 | — | ISHARES TR - CORE S&P US VLU | — | $534K | 0.2% | 4,842 | +43% | |||
| 70 | $ABBV | AbbVie Inc. | Healthcare | $521K | 0.2% | 1,990 | -4% | |||
| 71 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $493K | 0.2% | 10K | +44% | |||
| 72 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $486K | 0.2% | 1,708 | -6% | |||
| 73 | $IVZ | Invesco Ltd. | Financials | $479K | 0.2% | 48K | -10% | |||
| 74 | — | VANGUARD WORLD FD - CONSUM DIS ETF | — | $472K | 0.2% | 1,295 | -0.8% | |||
| 75 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $471K | 0.2% | 2,179 | +5% | |||
| 76 | — | SCHWAB STRATEGIC TR - 1 5YR CORP BD | — | $463K | 0.2% | 19K | +6% | |||
| 77 | $GOOGL | Alphabet Inc. | Technology | $427K | 0.1% | 1,240 | — | |||
| 78 | $MU | MICRON TECHNOLOGY INC | Technology | $425K | 0.1% | 399 | +33% | |||
| 79 | $IAU | ISHARES GOLD TRUST | Financials | $422K | 0.1% | 5,409 | +4% | |||
| 80 | — | PIMCO ETF TR - INTER MUN BD ACT | — | $416K | 0.1% | 8,370 | — | |||
| 81 | $INTC | INTEL CORP | Technology | $387K | 0.1% | 3,215 | +81% | |||
| 82 | — | ISHARES TR - MSCI EAFE ETF | — | $385K | 0.1% | 3,706 | +81% | |||
| 83 | — | ISHARES TR - INTL SEL DIV ETF | — | $355K | 0.1% | 8,407 | +41% | |||
| 84 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $349K | 0.1% | 683 | — | |||
| 85 | — | ISHARES TR - U.S. ENERGY ETF | — | $346K | 0.1% | 5,342 | +24% | |||
| 86 | — | ISHARES TR - MRGSTR SM CP ETF | — | $340K | 0.1% | 4,780 | +0.1% | |||
| 87 | $V | VISA INC. | Financials | $332K | 0.1% | 925 | +12% | |||
| 88 | — | ISHARES TR - US HLTHCARE ETF | — | $328K | 0.1% | 4,585 | -10% | |||
| 89 | — | ISHARES TR - NATIONAL MUN ETF | — | $326K | 0.1% | 3,228 | +0.2% | |||
| 90 | $COP | CONOCOPHILLIPS | Energy | $324K | 0.1% | 2,588 | New | |||
| 91 | — | ISHARES TR - IBOXX INV CP ETF | — | $320K | 0.1% | 3,129 | +12% | |||
| 92 | $CAT | CATERPILLAR INC | Industrials | $306K | 0.1% | 378 | +8% | |||
| 93 | — | FIRST TR EXCHANGE-TRADED FD - HLTH CARE ALPH | — | $303K | 0.1% | 2,320 | -9% | |||
| 94 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $301K | 0.1% | 7,632 | -7% | |||
| 95 | — | ISHARES TR - BROAD USD HIGH | — | $293K | 0.1% | 8,195 | New | |||
| 96 | — | ISHARES TR - CORE 1 5 YR USD | — | $291K | 0.1% | 6,167 | +2% | |||
| 97 | — | ISHARES TR - PFD AND INCM SEC | — | $286K | 0.1% | 9,680 | -29% | |||
| 98 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $282K | 0.1% | 3,601 | New | |||
| 99 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $278K | 0.1% | 1,653 | -6% | |||
| 100 | — | ISHARES TR - CORE MSCI EAFE | — | $277K | 0.1% | 2,864 | -1% | |||
| 101 | — | ISHARES TR - US TREAS BD ETF | — | $274K | 0.1% | 13K | New | |||
| 102 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $271K | 0.1% | 1,187 | — | |||
| 103 | $ORCL | ORACLE CORP | Technology | $263K | 0.1% | 1,916 | New | |||
| 104 | $ABT | ABBOTT LABORATORIES | Healthcare | $262K | 0.1% | 2,652 | +0.2% | |||
| 105 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $255K | 0.1% | 992 | -6% | |||
| 106 | — | ISHARES TR - SELECT DIVID ETF | — | $254K | 0.1% | 1,670 | New | |||
| 107 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | — | $252K | 0.1% | 5,055 | +1% | |||
| 108 | $MCD | MCDONALDS CORP | Consumer Discretionary | $248K | 0.1% | 1,073 | +11% | |||
| 109 | — | ISHARES TR - MSCI EMG MKT ETF | — | $241K | 0.1% | 3,605 | New | |||
| 110 | $TSLA | Tesla, Inc. | Consumer Discretionary | $239K | 0.1% | 674 | +4% | |||
| 111 | $JNJ | JOHNSON & JOHNSON | Healthcare | $227K | 0.1% | 859 | New | |||
| 112 | $PSX | Phillips 66 | Energy | $225K | 0.1% | 881 | New | |||
| 113 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $225K | 0.1% | 3,184 | New | |||
| 114 | $WMT | Walmart Inc. | Consumer Staples | $223K | 0.1% | 2,148 | +8% | |||
| 115 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $216K | 0.1% | 3,646 | -1% | |||
| 116 | — | ISHARES TR - CORE MSCI TOTAL | — | $212K | 0.1% | 2,233 | -7% | |||
| 117 | $CVX | CHEVRON CORP | Energy | $211K | 0.1% | 1,033 | New | |||
| 118 | $SPY | SPDR S&P 500 ETF TRUST | — | $207K | 0.1% | 272 | -4% | |||
| 119 | — | ISHARES TR - MRGSTR MD CP GRW | — | $205K | 0.1% | 2,188 | New | |||
| 120 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $203K | 0.1% | 2,389 | -27% | |||
| 121 | $OTLK | Outlook Therapeutics, Inc. | Healthcare | $31K | 0.0% | 54K | +91% |
What changed in Q3 2026
Against the previous quarter's 13F: 16 new, 75 added to, 26 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (16)
first bought this quarter
$DELLDell Technologies Inc.$1.3M
first bought this quarter
- ISHARES TR - S&P 500 VAL ETF$827K
first bought this quarter
- VANGUARD INDEX FDS - MRNGSTR GRWT ETF$652K
first bought this quarter
$COPCONOCOPHILLIPS$324K
first bought this quarter
- ISHARES TR - BROAD USD HIGH$293K
first bought this quarter
+10 more in the Excel export
Added to (75)
- VANGUARD WORLD FD - INF TECH ETF+753%
now $3.8M
- VANGUARD INDEX FDS - MRNGSTR TTL STK+31%
now $5.2M
- SCHWAB STRATEGIC TR - US DIVIDEND EQ+6%
now $16.8M
- SCHWAB STRATEGIC TR - US AGGREGATE B+6%
now $12.8M
- VANGUARD BD INDEX FDS - VANGUARD ULTRA+96%
now $1.4M
- ISHARES TR - CORE S&P500 ETF+34%
now $2.5M
+69 more in the Excel export
Trimmed (26)
$NVDANVIDIA CORP-16%
now $2.6M · held 8+ qtrs
now $3.7M · held 8+ qtrs
$AMDADVANCED MICRO DEVICES INC-16%
now $835K · held 6 qtrs
$AMZNAMAZON COM INC-12%
now $929K · held 8+ qtrs
- ISHARES TR - PFD AND INCM SEC-29%
now $286K
- VANGUARD INDEX FDS - S&P 500 ETF SHS-2%
now $6.6M
+20 more in the Excel export
Sold out (3)
$IBMINTERNATIONAL BUSINESS MACHINES CORPwas $271K
held 4 qtrs
- ISHARES TR - MSCI EAFE MIN VLwas $224K
- ISHARES TR - S&P MC 400GR ETFwas $202K
Holdings by quarter
Every 13F Christensen, King & Associates Investment Services, Inc. has filed, 11 earlier quarters. Pick one to see what it held then.
Is it too late to follow Christensen, King & Associates Investment Services?
Q3 2026 13F filed with the SEC on Oct 22, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Christensen, King & Associates Investment Services's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.1%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 3% over the last 4
Top 10 weight
55%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
74%
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
Christensen, King & Associates Investment Services, Inc. disclosed 121 positions worth $276.2M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 16 new positions and exited 3 — including a new stake in $GE and a full exit from $IBM. The portfolio is most concentrated in Other (89.0% of disclosed assets). All figures are sourced directly from Christensen, King & Associates Investment Services, Inc.’s Form 13F-HR filing with the SEC under CIK 2032544.
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AI-Powered Hedge Fund Analysis: Christensen, King & Associates Investment Services, Inc.
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Every holding in Christensen, King & Associates Investment Services, 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.