Haven Private, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2053665
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$263.0M
Holdings
171
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Haven Private, LLC disclosed 171 positions worth $263.0M in its Form 13F-HR for Q2 2026, led by $WT (WisdomTree, Inc.) at 9.8% of the equity portfolio. During the quarter the fund opened 15 new positions and exited 11. The portfolio is most concentrated in Other (56.5% of disclosed assets). All figures are sourced directly from Haven Private, LLC’s Form 13F-HR filing with the SEC under CIK 2053665.
AI Fund Analysis
Concentrating
$WT9.8% weight
Held 6 quarters
COLUMBIA ETF TR I - MULTI
9.4% weight
Held 7 quarters
AMERICAN CENTY ETF TR - AV
3.5% weight
Held 7 quarters
$AAPL3.4% weight
Held 7 quarters
AMERICAN CENTY ETF TR - AV
3.4% weight
Held 7 quarters
COLUMBIA ETF TR I - MULTI
6 quarters accumulating
ALPS ETF TR - ALERIAN MLP
6 quarters accumulating
AMERICAN CENTY ETF TR - IN
6 quarters accumulating
AMERICAN CENTY ETF TR - IN
6 quarters accumulating
AMERICAN CENTY ETF TR - US
6 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryIndustrialsConsumer Staples
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 59.9#903
Quality
$25.7M509,989 sh COLUMBIA ETF TR I - MULTI SEC MUNI
—Quality
$24.7M1,188,853 shAMERICAN CENTY ETF TR - AVANTIS US LARG
—Quality
$9.3M102,825 sh- 76.4
Quality
$9.0M31,260 sh AMERICAN CENTY ETF TR - AVANTIS EMGMKT
—Quality
$8.9M92,606 shISHARES TR - US INFRASTRUC
—Quality
$8.5M135,365 shLEGG MASON ETF INVT - FRANKLIN INTL LW
—Quality
$6.4M156,507 shALPS ETF TR - ALERIAN MLP
—Quality
$6.1M116,915 shAMERICAN CENTY ETF TR - INTERNATIONAL LR
—Quality
$5.9M76,215 sh- 78.6
Quality
$5.5M18,229 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| WisdomTree, Inc.$WT | 59.9#903 | $25.7M | 509,989 |
| COLUMBIA ETF TR I - MULTI SEC MUNI | — | $24.7M | 1,188,853 |
| AMERICAN CENTY ETF TR - AVANTIS US LARG | — | $9.3M | 102,825 |
| Apple Inc.$AAPL | 76.4 | $9.0M | 31,260 |
| AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $8.9M | 92,606 |
| ISHARES TR - US INFRASTRUC | — | $8.5M | 135,365 |
| LEGG MASON ETF INVT - FRANKLIN INTL LW | — | $6.4M | 156,507 |
| ALPS ETF TR - ALERIAN MLP | — | $6.1M | 116,915 |
| AMERICAN CENTY ETF TR - INTERNATIONAL LR | — | $5.9M | 76,215 |
 KLA CORP$KLAC | 78.6 | $5.5M | 18,229 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Haven Private, LLC's 171 positions.
Showing top 10 of 171 holdings.
Sector Allocation
Other
$148.5M
Financials
$46.3M
Technology
$42.9M
Consumer Discretionary
$7.1M
Industrials
$5.0M
Consumer Staples
$4.4M
Healthcare
$4.3M
Communication Services
$2.0M
Top Holdings — Haven Private, LLC (Q2 2026)
Top 150 of 171 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $WT | WisdomTree, Inc. | $25.7M | 9.8% | +150% | 59.9 |
| 2 | — | COLUMBIA ETF TR I - MULTI SEC MUNI | $24.7M | 9.4% | +12% | — |
| 3 | — | AMERICAN CENTY ETF TR - AVANTIS US LARG | $9.3M | 3.5% | +7% | — |
| 4 | $AAPL | Apple Inc. | $9.0M | 3.4% | -1% | 76.4 |
| 5 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $8.9M | 3.4% | -1% | — |
| 6 | — | ISHARES TR - US INFRASTRUC | $8.5M | 3.2% | +3% | — |
| 7 | — | LEGG MASON ETF INVT - FRANKLIN INTL LW | $6.4M | 2.4% | +3% | — |
| 8 | — | ALPS ETF TR - ALERIAN MLP | $6.1M | 2.3% | +4% | — |
| 9 | — | AMERICAN CENTY ETF TR - INTERNATIONAL LR | $5.9M | 2.2% | +8% | — |
| 10 | $KLAC | KLA CORP | $5.5M | 2.1% | +897% | 78.6 |
| 11 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $4.9M | 1.8% | +3% | — |
| 12 | — | ISHARES TR - GLB INFRASTR ETF | $4.3M | 1.6% | -13% | — |
| 13 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | $4.1M | 1.6% | -5% | — |
| 14 | — | EA SERIES TRUST - STRIVE ENHANCED | $4.1M | 1.6% | +51% | — |
| 15 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | $3.5M | 1.3% | -7% | — |
| 16 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $3.4M | 1.3% | +6% | — |
| 17 |  $GBTC | Grayscale Bitcoin Trust ETF | $3.3M | 1.3% | -1% | — |
| 18 |  $WMT | Walmart Inc. | $3.3M | 1.3% | -21% | 60.2 |
| 19 |  $ARM | ARM HOLDINGS PLC /UK | $3.3M | 1.2% | -5% | — |
| 20 | $WT | WisdomTree, Inc. | $3.2M | 1.2% | -1% | 59.9 |
| 21 | — | VANECK ETF TRUST - BDC INCOME ETF | $3.1M | 1.2% | -23% | — |
| 22 |  $ETH | Grayscale Ethereum Staking Mini ETF | $2.9M | 1.1% | +0% | — |
| 23 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $2.8M | 1.1% | -4% | — |
| 24 |  $SPY | SPDR S&P 500 ETF TRUST | $2.6M | 1.0% | -1% | — |
| 25 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $2.5M | 1.0% | -1% | — |
| 26 |  $AVGO | Broadcom Inc. | $2.4M | 0.9% | -2% | 84.5 |
| 27 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $2.4M | 0.9% | +5% | — |
| 28 | — | AMERICAN CENTY ETF TR - REAL ESTATE ETF | $2.3M | 0.9% | +76% | — |
| 29 |  $NVDA | NVIDIA CORP | $2.2M | 0.8% | -0% | 85.9 |
| 30 | — | SIMPLIFY EXCHANGE TRADED FUN - HEALTH CARE ETF | $2.1M | 0.8% | +10% | — |
| 31 | — | AMERICAN CENTY ETF TR - AVAN US VALU ETF | $2.1M | 0.8% | +16% | — |
| 32 |  $GOOGL | Alphabet Inc. | $1.9M | 0.7% | -1% | 78.2 |
| 33 |  $AMAT | APPLIED MATERIALS INC /DE | $1.8M | 0.7% | -1% | 72.3 |
| 34 | — | COLUMBIA ETF TR II - INDIA CONSMR ETF | $1.8M | 0.7% | -27% | — |
| 35 |  $MCK | MCKESSON CORP | $1.8M | 0.7% | -1% | 63.4 |
| 36 | — | ISHARES INC - JP MORGAN EM ETF | $1.7M | 0.6% | -26% | — |
| 37 | — | VANGUARD INTL EQUITY INDEX F - GLB EX US ETF | $1.7M | 0.6% | -8% | — |
| 38 |  $ETHE | Grayscale Ethereum Staking ETF | $1.5M | 0.6% | -2% | — |
| 39 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $1.5M | 0.6% | +405% | — |
| 40 | — | PUTNAM ETF TRUST - BDC INCOME ETF | $1.5M | 0.6% | -15% | — |
| 41 |  $KEYS | Keysight Technologies, Inc. | $1.4M | 0.6% | -0% | 71.4 |
| 42 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $1.4M | 0.6% | -3% | — |
| 43 | — | PACER FDS TR - INDUSTRIAL RELET | $1.4M | 0.6% | +11% | — |
| 44 |  $CAH | CARDINAL HEALTH INC | $1.4M | 0.5% | -4% | 62.4 |
| 45 |  $TT | Trane Technologies plc | $1.4M | 0.5% | -4% | — |
| 46 |  $UMC | UNITED MICROELECTRONICS CORP | $1.3M | 0.5% | +0% | — |
| 47 |  $PBYI | PUMA BIOTECHNOLOGY, INC. | $1.2M | 0.5% | -4% | 53.8 |
| 48 | — | ISHARES TR - NATIONAL MUN ETF | $1.2M | 0.5% | +4% | — |
| 49 | — | ETF OPPORTUNITIES TRUST - HEDGEYE QUALITY | $1.2M | 0.5% | +17% | — |
| 50 | — | SPDR SERIES TRUST - SST SPDR BLOOMBE | $1.1M | 0.4% | -5% | — |
| 51 | — | CALAMOS ETF TR - AUTOC INCOM ETF | $1.1M | 0.4% | NEW | — |
| 52 |  $COR | Cencora, Inc. | $1.1M | 0.4% | -7% | 61.1 |
| 53 |  $PRLB | Proto Labs Inc | $1.1M | 0.4% | -5% | 53.5 |
| 54 | — | ISHARES TR - 20 YR TR BD ETF | $1.0M | 0.4% | NEW | — |
| 55 |  $GOOG | Alphabet Inc. | $1.0M | 0.4% | +7% | 78.2 |
| 56 | — | ISHARES TR - INTL TREA BD ETF | $989,931 | 0.4% | -12% | — |
| 57 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $981,451 | 0.4% | +0% | — |
| 58 |  $CAT | CATERPILLAR INC | $961,605 | 0.4% | -18% | 66.5 |
| 59 |  $VZ | VERIZON COMMUNICATIONS INC | $957,858 | 0.4% | +21% | 65.8 |
| 60 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $955,972 | 0.4% | NEW | — |
| 61 |  $FDUS | FIDUS INVESTMENT Corp | $954,797 | 0.4% | +3% | — |
| 62 |  $AAAU | Goldman Sachs Physical Gold ETF | $954,310 | 0.4% | -2% | — |
| 63 |  $MSFT | MICROSOFT CORP | $886,977 | 0.3% | -36% | 79.8 |
| 64 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $878,251 | 0.3% | +2% | — |
| 65 |  $ARCC | ARES CAPITAL CORP | $870,187 | 0.3% | +1% | — |
| 66 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $864,561 | 0.3% | -5% | 71.6 |
| 67 |  $MELI | MERCADOLIBRE INC | $852,090 | 0.3% | -21% | 80.2 |
| 68 |  $CTAS | CINTAS CORP | $841,896 | 0.3% | -7% | 68.7 |
| 69 |  $TEL | TE Connectivity plc | $818,133 | 0.3% | -6% | — |
| 70 | — | ISHARES TR - MICRO-CAP ETF | $814,563 | 0.3% | -33% | — |
| 71 | — | ETF OPPORTUNITIES TRUST - HEDGEYE CAPITAL | $804,122 | 0.3% | NEW | — |
| 72 | — | ISHARES TR - US DIGI REAL ETF | $779,867 | 0.3% | +200% | — |
| 73 |  $TE | T1 Energy Inc. | $763,045 | 0.3% | +64% | 38.2 |
| 74 |  $IDXX | IDEXX LABORATORIES INC /DE | $754,915 | 0.3% | -11% | 73.8 |
| 75 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $751,230 | 0.3% | NEW | — |
| 76 | — | AMERICAN CENTY ETF TR - EMERGING MKT VAL | $708,283 | 0.3% | -8% | — |
| 77 |  $PCT | PureCycle Technologies, Inc. | $674,890 | 0.3% | +31% | 15.8 |
| 78 |  $V | VISA INC. | $656,331 | 0.3% | -5% | 82.9 |
| 79 | — | ISHARES TR - EMGR MKT INF ETF | $650,651 | 0.3% | -29% | — |
| 80 |  $ENVX | Enovix Corp | $640,075 | 0.2% | +14% | 26.5 |
| 81 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $639,837 | 0.2% | -13% | — |
| 82 | — | CALAMOS ETF TR - NASDAQ AUTOCALLL | $638,923 | 0.2% | NEW | — |
| 83 |  $FFIV | F5, INC. | $638,499 | 0.2% | -10% | 66.9 |
| 84 |  $MP | MP Materials Corp. / DE | $637,674 | 0.2% | +10% | 34.2 |
| 85 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $634,432 | 0.2% | -27% | — |
| 86 |  $PLTR | Palantir Technologies Inc. | $632,701 | 0.2% | +1% | 84.6 |
| 87 |  $SF | STIFEL FINANCIAL CORP | $630,023 | 0.2% | +0% | 67 |
| 88 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $615,149 | 0.2% | -7% | 72.6 |
| 89 |  $CNXN | PC CONNECTION INC | $602,095 | 0.2% | -18% | 47.6 |
| 90 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $572,039 | 0.2% | -5% | — |
| 91 |  $JNJ | JOHNSON & JOHNSON | $569,909 | 0.2% | -4% | 69 |
| 92 | — | VANECK ETF TRUST - HIGH YLD MUNIETF | $566,095 | 0.2% | +1% | — |
| 93 |  $HCXY | Hercules Capital, Inc. | $559,598 | 0.2% | -2% | — |
| 94 | — | ISHARES INC - EURO HIGH YIELD | $541,724 | 0.2% | +45% | — |
| 95 |  $MA | Mastercard Inc | $539,794 | 0.2% | -11% | 85.1 |
| 96 |  $CRAI | CRA INTERNATIONAL, INC. | $533,768 | 0.2% | -29% | 47.4 |
| 97 |  $GWW | W.W. GRAINGER, INC. | $522,394 | 0.2% | -7% | 61.8 |
| 98 | — | VANGUARD WORLD FD - EXTENDED DUR | $517,776 | 0.2% | -4% | — |
| 99 |  $OBDC | Blue Owl Capital Corp | $517,271 | 0.2% | +5% | — |
| 100 |  $NVS | NOVARTIS AG | $516,549 | 0.2% | -10% | — |
| 101 | — | VANGUARD INDEX FDS - GROWTH ETF | $510,293 | 0.2% | +493% | — |
| 102 |  $SNA | Snap-on Inc | $491,331 | 0.2% | -4% | 63 |
| 103 | — | BNY MELLON ETF TRUST - GLOBAL INFRASCTR | $491,162 | 0.2% | NEW | — |
| 104 | — | AMERICAN CENTY ETF TR - AVAN U S QUA ETF | $472,297 | 0.2% | -43% | — |
| 105 |  $AMZN | AMAZON COM INC | $466,908 | 0.2% | +2% | 68.7 |
| 106 |  $BDC | BELDEN INC. | $446,185 | 0.2% | -28% | 62.1 |
| 107 |  $ADBE | ADOBE INC. | $445,508 | 0.2% | -9% | 77.6 |
| 108 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $443,625 | 0.2% | -15% | — |
| 109 |  $FAST | FASTENAL CO | $438,754 | 0.2% | -18% | 66.9 |
| 110 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $433,414 | 0.2% | +3% | — |
| 111 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $432,563 | 0.2% | +10% | — |
| 112 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $423,272 | 0.2% | -12% | 66.3 |
| 113 |  $META | Meta Platforms, Inc. | $412,018 | 0.2% | -2% | 79.6 |
| 114 |  $SSNC | SS&C Technologies Holdings Inc | $401,650 | 0.1% | -27% | 68.2 |
| 115 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $397,295 | 0.1% | -2% | — |
| 116 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $396,963 | 0.1% | +9% | — |
| 117 |  $ROKU | ROKU, INC | $395,357 | 0.1% | -55% | 66.7 |
| 118 |  $CRUS | CIRRUS LOGIC, INC. | $387,812 | 0.1% | -6% | 66.8 |
| 119 |  $DE | DEERE & CO | $386,941 | 0.1% | +0% | 55.4 |
| 120 |  $CRWD | CrowdStrike Holdings, Inc. | $381,570 | 0.1% | NEW | 67.7 |
| 121 |  $MMYT | MakeMyTrip Ltd | $379,585 | 0.1% | -18% | — |
| 122 | — | ISHARES TR - S&P 100 ETF | $374,576 | 0.1% | +0% | — |
| 123 |  $MFC | MANULIFE FINANCIAL CORP | $366,737 | 0.1% | -13% | — |
| 124 |  $DIS | Walt Disney Co | $365,654 | 0.1% | -3% | 60.1 |
| 125 |  $ALRM | Alarm.com Holdings, Inc. | $364,323 | 0.1% | -23% | 57.1 |
| 126 | — | ISHARES TR - IBOXX HI YD ETF | $357,866 | 0.1% | +43% | — |
| 127 |  $MSI | Motorola Solutions, Inc. | $355,489 | 0.1% | -23% | 71.8 |
| 128 |  $BCO | BRINKS CO | $354,526 | 0.1% | -30% | 56.7 |
| 129 | — | AMERICAN CENTY ETF TR - US EQT ETF | $352,988 | 0.1% | +9% | — |
| 130 |  $LRCX | LAM RESEARCH CORP | $342,331 | 0.1% | NEW | 79.4 |
| 131 |  $STE | STERIS plc | $329,331 | 0.1% | -27% | — |
| 132 | — | VANGUARD INDEX FDS - VALUE ETF | $325,152 | 0.1% | -6% | — |
| 133 |  $XOM.R34088 | EXXON MOBIL CORP | $315,743 | 0.1% | +2% | 57.9 |
| 134 |  $MRK | Merck & Co., Inc. | $314,054 | 0.1% | +0% | 59.9 |
| 135 |  $INFY | Infosys Ltd | $306,466 | 0.1% | -36% | — |
| 136 | — | ISHARES TR - PFD AND INCM SEC | $304,900 | 0.1% | -11% | — |
| 137 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $302,874 | 0.1% | +0% | — |
| 138 |  $BRK.B | BERKSHIRE HATHAWAY INC | $301,235 | 0.1% | -5% | 73.8 |
| 139 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $295,075 | 0.1% | +0% | — |
| 140 |  $GLD | SPDR GOLD TRUST | $294,704 | 0.1% | +0% | — |
| 141 |  $BMY | BRISTOL MYERS SQUIBB CO | $293,113 | 0.1% | -13% | 70.4 |
| 142 |  $FXF | Invesco CurrencyShares Swiss Franc Trust | $292,697 | 0.1% | -60% | — |
| 143 | — | AMERICAN CENTY ETF TR - AVANTIS INTL SML | $289,224 | 0.1% | +0% | — |
| 144 | — | ISHARES TR - CORE S&P500 ETF | $289,072 | 0.1% | NEW | — |
| 145 |  $AMD | ADVANCED MICRO DEVICES INC | $279,999 | 0.1% | NEW | 79.8 |
| 146 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $273,830 | 0.1% | +16% | — |
| 147 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $268,477 | 0.1% | -31% | — |
| 148 |  $NFLX | NETFLIX INC | $266,108 | 0.1% | -60% | 78.8 |
| 149 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $265,561 | 0.1% | +4% | — |
| 150 |  $GEN | Gen Digital Inc. | $263,411 | 0.1% | -42% | 74 |
New Positions (15)
CALAMOS ETF TR - AUTOC INCOM ETF$1.1M
ISHARES TR - 20 YR TR BD ETF$1.0M
VANGUARD WHITEHALL FDS - HIGH DIV YLD$955,972
ETF OPPORTUNITIES TRUST - HEDGEYE CAPITAL$804,122
VANGUARD WHITEHALL FDS - INTL HIGH ETF$751,230
CALAMOS ETF TR - NASDAQ AUTOCALLL$638,923
BNY MELLON ETF TRUST - GLOBAL INFRASCTR$491,162
$CRWD CrowdStrike Holdings, Inc.$381,570$LRCX LAM RESEARCH CORP$342,331 ISHARES TR - CORE S&P500 ETF$289,072
$AMD ADVANCED MICRO DEVICES INC$279,999
$RBRK Rubrik, Inc.$258,742
$PANW Palo Alto Networks Inc$214,843
$FLO FLOWERS FOODS INC$142,200
$ZONE CleanCore Solutions, Inc.$15,334
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Haven Private, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Haven Private, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Haven Private, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Haven Private, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Haven Private, LLC (SEC CIK: 2053665), 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 Haven Private, LLC's portfolio is scored on a 32-signal AI quality ranking (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.