What does Prosperity Planning, Inc. hold?

Prosperity Planning, Inc.'s 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1843292.

What is Prosperity Planning, Inc.'s AUM?

Prosperity Planning, Inc. reported approximately $450.7M in 13F-reportable AUM as of 2026-09-30. 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 $543.2M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Prosperity Planning, Inc.'s holdings?

All Prosperity Planning, Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1843292. 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 Prosperity Planning, Inc.'s 13F data updated on 13F Pro?

Prosperity Planning, Inc.'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.

Prosperity Planning, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1843292

Institutional-grade research for retail investors

Sector Allocation

Other94.9%$427.8M
Technology2.3%$10.3M
Real Estate1.4%$6.5M
Financials0.6%$2.7M
Materials0.2%$1.0M
Healthcare0.2%$985,002
Industrials0.2%$811,168
Consumer Discretionary0.1%$317,666
Consumer Staples0.0%$200,566

AUM History

13fpro.ai/research/fund/prosperity-planning-inc-1843292

Conviction and streaks

Stable · top 10 = 50.8%

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.

$Conviction hold12.2% weight · held 11 quarters

$Conviction hold6.1% weight · held 11 quarters

$Conviction hold6.0% weight · held 11 quarters

$Conviction hold4.7% weight · held 11 quarters

$Conviction hold4.5% weight · held 11 quarters

$Accumulating+65% shares · 10 quarters running

$Accumulating+66% shares · 10 quarters running

$Accumulating+75% shares · 10 quarters running

$Accumulating+80% shares · 10 quarters running

$Accumulating+340% shares · 10 quarters running

$Trimming-28% shares · 10 quarters running

$Trimming-41% shares · 10 quarters running

$Trimming-44% shares · 10 quarters running

$Trimming-43% shares · 10 quarters running

$Trimming-46% shares · 10 quarters running

Largest positions — Q3 2026

ISHARES
$55.0M
VANGUARD
$27.4M
ISHARES
$27.1M
AMERICAN
$21.1M
VANGUARD
$20.3M
ISHARES
$17.5M
DIMENSIONAL
$16.8M
ISHARES
$15.3M
AMERICAN
$14.7M
AMERICAN
$13.7M
AMERICAN
$13.1M
ISHARES
$11.9M
AMERICAN
$10.4M
VANGUARD
$10.3M
VANGUARD
$9.2M
AMERICAN
$8.9M
VANGUARD
$8.8M
AMERICAN
$7.4M
VANGUARD
$6.4M
META
$5.9M

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

13fpro.ai/research/fund/prosperity-planning-inc-1843292

Prosperity Planning, Inc. 13F holdings — Q3 2026

$450.7M portfolio (+3.3% QoQ) · 119 holdings · Q3 2026 13F · top 10 are 51% of the stock portfolio

1
ISHARES TR - CORE 1 5 YR USD
$55.0M
12.2% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$27.4M
6.1% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
3
ISHARES TR - MSCI EAFE ETF
$27.1M
6.0% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
4
AMERICAN CENTY ETF TR - INTL SMCP VLU
$21.1M
4.7% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
5
VANGUARD MALVERN FDS - STRM INFPROIDX
$20.3M
4.5% of stocks
+7%This quarter—Since filed—Held
AIQuality—Est. buy—
6
ISHARES TR - ISHS 1-5YR INVS
$17.5M
3.9% of stocks
+8%This quarter—Since filed—Held
AIQuality—Est. buy—
7
DIMENSIONAL ETF TRUST - WORLD EX US CORE
$16.8M
3.7% of stocks
-4%This quarter—Since filed—Held
AIQuality—Est. buy—
8
ISHARES TR - GNMA BOND ETF
$15.3M
3.4% of stocks
+8%This quarter—Since filed—Held
AIQuality—Est. buy—
9
AMERICAN CENTY ETF TR - AVANTIS US LARG
$14.7M
3.3% of stocks
+7%This quarter—Since filed—Held
AIQuality—Est. buy—
10
AMERICAN CENTY ETF TR - AVANTIS EMGMKT
$13.7M
3.0% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES TR - CORE 1 5 YR USD	$55.0M	12.2%	+6%	—	—	—	—
2	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	$27.4M	6.1%	+3%	—	—	—	—
3	ISHARES TR - MSCI EAFE ETF	$27.1M	6.0%	+2%	—	—	—	—
4	AMERICAN CENTY ETF TR - INTL SMCP VLU	$21.1M	4.7%	+4%	—	—	—	—
5	VANGUARD MALVERN FDS - STRM INFPROIDX	$20.3M	4.5%	+7%	—	—	—	—
6	ISHARES TR - ISHS 1-5YR INVS	$17.5M	3.9%	+8%	—	—	—	—
7	DIMENSIONAL ETF TRUST - WORLD EX US CORE	$16.8M	3.7%	-4%	—	—	—	—
8	ISHARES TR - GNMA BOND ETF	$15.3M	3.4%	+8%	—	—	—	—
9	AMERICAN CENTY ETF TR - AVANTIS US LARG	$14.7M	3.3%	+7%	—	—	—	—
10	AMERICAN CENTY ETF TR - AVANTIS EMGMKT	$13.7M	3.0%	+4%	—	—	—	—

All holdings — Prosperity Planning, Inc. (Q3 2026)

Sort

119 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	—	AMERICAN CENTY ETF TR - AVAN US VALU ETFetf/fund	—	$13.1M	2.9%	172K	+10%	—	—	13F
12	—	ISHARES TR - S&P 500 VAL ETFetf/fund	—	$11.9M	2.6%	52K	-2%	—	—	13F
13	—	AMERICAN CENTY ETF TR - US SML CP VALUetf/fund	—	$10.4M	2.3%	88K	+6%	—	—	13F
14	—	VANGUARD INDEX FDS - MRNGSTR MD CP GRetf/fund	—	$10.3M	2.3%	35K	+3%	—	—	13F
15	—	VANGUARD INDEX FDS - MRNGSTR SML CP Vetf/fund	—	$9.2M	2.0%	40K	-3%	—	—	13F
16	—	AMERICAN CENTY ETF TR - US LARGE CAP VLUetf/fund	—	$8.9M	2.0%	98K	+7%	—	—	13F
17	—	VANGUARD INDEX FDS - MRNGSTR MD CP VAetf/fund	—	$8.8M	2.0%	45K	-2%	—	—	13F
18	—	AMERICAN CENTY ETF TR - US EQT ETFetf/fund	—	$7.4M	1.6%	58K	+2%	—	—	13F
19	—	VANGUARD INDEX FDS - MRNGSTR SM CP GRetf/fund	—	$6.4M	1.4%	19K	+0.1%	—	—	13F
20	$META	Meta Platforms, Inc.note	Technology	$5.9M	1.3%	77K	+9%	11+ qtrs	78.0	13F
21	—	ISHARES TR - NATIONAL MUN ETFetf/fund	—	$5.9M	1.3%	58K	+143%	—	—	13F
22	—	AMERICAN CENTY ETF TR - INTERNATIONAL LRetf/fund	—	$5.6M	1.2%	70K	+9%	—	—	13F
23	—	ISHARES TR - MSCI INTL VLU FTetf/fund	—	$5.1M	1.1%	118K	-3%	—	—	13F
24	$CBRE	CBRE GROUP, INC.	Real Estate	$4.9M	1.1%	39K	—	11+ qtrs	60.3	13F
25	—	ISHARES TR - CRE U S REIT ETFetf/fund	—	$4.8M	1.1%	78K	+0.7%	—	—	13F
26	$SPY	SPDR S&P 500 ETF TRUST	—	$4.2M	0.9%	5,557	-6%
27	$AAPL	Apple Inc.	Technology	$3.9M	0.9%	12K	+0.7%
28	—	ISHARES TR - SHRT NAT MUN ETF	—	$3.9M	0.9%	37K	-0.6%
29	—	VANGUARD INDEX FDS - MRNGSTR VAL ETF	—	$3.8M	0.8%	17K	-3%
30	—	ISHARES TR - RUS 2000 VAL ETF	—	$3.7M	0.8%	18K	-2%
31	—	ISHARES TR - CORE US AGGBD ET	—	$3.4M	0.8%	36K	+11%
32	—	ISHARES TR - S&P MC 400VL ETF	—	$3.2M	0.7%	23K	-2%
33	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	—	$3.1M	0.7%	71K	-3%
34	—	ISHARES TR - S&P 500 GRWT ETF	—	$2.8M	0.6%	19K	-2%
35	—	AMERICAN CENTY ETF TR - INTL EQT ETF	—	$2.7M	0.6%	30K	+4%
36	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$2.6M	0.6%	38K	+10%
37	—	ISHARES TR - 0-3 MTH TREASURY	—	$2.6M	0.6%	26K	-8%
38	—	ISHARES TR - EAFE SML CP ETF	—	$2.5M	0.6%	30K	-2%
39	—	ISHARES TR - CORE INTL AGGR	—	$2.2M	0.5%	44K	+3%
40	—	VANGUARD INTL EQUITY INDEX F - GLB EX US ETF	—	$2.2M	0.5%	51K	+3%
41	—	ISHARES TR - MSCI EMG MKT ETF	—	$2.1M	0.5%	31K	-2%
42	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$2.1M	0.5%	4,136	+2%
43	—	ISHARES TR - CORE S&P TTL STK	—	$1.8M	0.4%	11K	-0.6%
44	—	ISHARES TR - RUS 1000 VAL ETF	—	$1.7M	0.4%	7,019	-3%
45	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$1.7M	0.4%	24K	-0.4%
46	—	ISHARES TR - TIPS BD ETF	—	$1.6M	0.4%	16K	+0.9%
47	$O	REALTY INCOME CORP	Real Estate	$1.6M	0.3%	29K	-0.1%
48	—	DIMENSIONAL ETF TRUST - INTL SMALL CAP V	—	$1.5M	0.3%	36K	-1%
49	—	ISHARES TR - 0-5 YR TIPS ETF	—	$1.5M	0.3%	15K	-0.2%
50	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	—	$1.5M	0.3%	19K	+107%
51	—	ISHARES TR - CORE S&P500 ETF	—	$1.4M	0.3%	1,780	+8%
52	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$1.3M	0.3%	28K	+6%
53	—	VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF	—	$1.1M	0.3%	26K	-0.3%
54	—	SPDR SERIES TRUST - ST STR P500GRW	—	$1.1M	0.3%	9,028	-6%
55	—	ISHARES TR - RUS 1000 GRW ETF	—	$1.1M	0.2%	8,747	—
56	—	DIMENSIONAL ETF TRUST - INTERNATNAL VAL	—	$1.1M	0.2%	19K	-1%
57	—	ISHARES TR - RUS 2000 GRW ETF	—	$1.1M	0.2%	2,966	-1%
58	—	VANGUARD INDEX FDS - MRNGSTR TTL STK	—	$1.0M	0.2%	2,797	-11%
59	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$974K	0.2%	16K	-0.1%
60	—	ISHARES TR - RUS MDCP VAL ETF	—	$961K	0.2%	5,976	-2%
61	—	ISHARES TR - IBONDS 26 TRM TS	—	$956K	0.2%	42K	+31%
62	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$947K	0.2%	12K	+14%
63	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$923K	0.2%	1,406	+0.1%
64	—	ISHARES TR - IBONDS 27 TRM TS	—	$922K	0.2%	41K	+34%
65	—	SPDR SERIES TRUST - ST NUVE TERM ETF	—	$915K	0.2%	20K	+0.8%
66	—	ISHARES TR - RUSSELL 3000 ETF	—	$906K	0.2%	2,098	-8%
67	—	ISHARES TR - IBONDS 28 TRM TS	—	$860K	0.2%	39K	+13%
68	—	ISHARES TR - IBDS DEC28 ETF	—	$830K	0.2%	33K	—
69	—	ISHARES U S ETF TR - GSCI CMDTY STGY	—	$811K	0.2%	22K	-8%
70	—	ISHARES TR - IBONDS DEC2026	—	$809K	0.2%	33K	-1%
71	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$733K	0.2%	991	—
72	—	ISHARES TR - CORE UNIVRSL USD	—	$715K	0.2%	16K	+23%
73	—	SPDR SERIES TRUST - ST TERM HIGH ETF	—	$698K	0.1%	29K	New
74	—	ISHARES TR - S&P MC 400GR ETF	—	$695K	0.1%	6,342	-5%
75	$NWL	NEWELL BRANDS INC.	Materials	$685K	0.1%	130K	-0.0%
76	$FBTC	Fidelity Wise Origin Bitcoin Fund	Financials	$676K	0.1%	9,300	-0.3%
77	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$623K	0.1%	7,335	-3%
78	$LLY	ELI LILLY & Co	Healthcare	$619K	0.1%	535	+5%
79	—	ISHARES TR - IBONDS 27 ETF	—	$582K	0.1%	24K	-2%
80	—	ISHARES TR - CORE S&P MCP ETF	—	$539K	0.1%	7,486	—
81	—	ISHARES TR - IBONDS DEC 2032	—	$528K	0.1%	22K	New
82	—	ISHARES TR - IBONDS 29 TRM TS	—	$525K	0.1%	25K	+38%
83	—	VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF	—	$514K	0.1%	3,308	—
84	—	ISHARES TR - IBONDS DEC 29	—	$487K	0.1%	21K	+7%
85	—	DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG	—	$478K	0.1%	12K	-5%
86	—	STATE STR SPDR DOW JONES IND - UT SER 1	—	$472K	0.1%	929	+17%
87	$DOV	DOVER Corp	Industrials	$428K	0.1%	2,710	—
88	—	SPDR SERIES TRUST - ST BLOO HIGH ETF	—	$422K	0.1%	4,547	New
89	—	ISHARES TR - IBONDS DEC 2031	—	$404K	0.1%	21K	+19%
90	—	ISHARES TR - IBONDS DEC 2030	—	$401K	0.1%	19K	-4%
91	—	ISHARES TR - S&P SML 600 GWT	—	$401K	0.1%	2,501	+12%
92	—	ISHARES TR - IBOND DEC 2030	—	$390K	0.1%	21K	+32%
93	—	VANGUARD INDEX FDS - MRNGSTR LRG CAP	—	$388K	0.1%	1,102	-8%
94	$DE	DEERE & CO	Industrials	$383K	0.1%	571	New
95	$IDXX	IDEXX LABORATORIES INC /DE	Healthcare	$366K	0.1%	700	—
96	—	VANGUARD INDEX FDS - MRNGSTR MID CAP	—	$361K	0.1%	4,608	-0.2%
97	—	ISHARES TR - EAFE VALUE ETF	—	$323K	0.1%	4,083	-2%
98	—	ISHARES TR - RUSSELL 2000 ETF	—	$322K	0.1%	1,160	-2%
99	$AMZN	AMAZON COM INC	Consumer Discretionary	$318K	0.1%	1,275	+25%
100	$FCX	FREEPORT-MCMORAN INC	Materials	$315K	0.1%	4,500	-0.5%
101	—	ISHARES TR - INTL DEV RE ETF	—	$307K	0.1%	15K	+3%
102	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$296K	0.1%	3,304	—
103	—	ISHARES TR - RUS MD CP GR ETF	—	$295K	0.1%	2,141	-2%
104	$MSFT	MICROSOFT CORP	Technology	$294K	0.1%	573	New
105	—	ISHARES TR - PFD AND INCM SEC	—	$292K	0.1%	9,905	New
106	$GOOGL	Alphabet Inc.	Technology	$288K	0.1%	837	-0.1%
107	—	ISHARES TR - MSCI INDIA ETF	—	$273K	0.1%	5,858	—
108	—	ISHARES INC - CORE MSCI EMKT	—	$270K	0.1%	3,323	-15%
109	—	ISHARES TR - IBONDS DEC 2031	—	$261K	0.1%	13K	-6%
110	—	BLACKROCK ETF TRUST - ISHARES US EQUIT	—	$249K	0.1%	3,588	-5%
111	—	ISHARES TR - ESG AWARE MSCI	—	$239K	0.1%	4,044	—
112	—	ISHARES TR - ESG SELECT SCRE	—	$227K	0.1%	3,886	—
113	—	FIDELITY COVINGTON TRUST - INT VL FCT ETF	—	$224K	0.1%	5,889	—
114	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$204K	0.1%	1,318	—
115	—	DIMENSIONAL ETF TRUST - US MKTWIDE VALUE	—	$204K	0.1%	3,710	—
116	$WMT	Walmart Inc.	Consumer Staples	$201K	0.0%	1,930	-1%
117	—	ISHARES TR - CORE MSCI EAFE	—	$200K	0.0%	2,064	-0.5%
118	$CGBD	Carlyle Secured Lending, Inc.	Other	$195K	0.0%	18K	New
119	$GSBD	Goldman Sachs BDC, Inc.	Other	$134K	0.0%	15K	New

What changed in Q3 2026

Against the previous quarter's 13F: 8 new, 46 added to, 50 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.

New positions (8)

SPDR SERIES TRUST - ST TERM HIGH ETF$698K
first bought this quarter
ISHARES TR - IBONDS DEC 2032$528K
first bought this quarter
SPDR SERIES TRUST - ST BLOO HIGH ETF$422K
first bought this quarter
$DEDEERE & CO$383K
first bought this quarter
$MSFTMICROSOFT CORP$294K
first bought this quarter
ISHARES TR - PFD AND INCM SEC$292K
first bought this quarter

+2 more in the Excel export

Added to (46)

ISHARES TR - NATIONAL MUN ETF+143%
now $5.9M
ISHARES TR - CORE 1 5 YR USD+6%
now $55.0M
VANGUARD MALVERN FDS - STRM INFPROIDX+7%
now $20.3M
ISHARES TR - ISHS 1-5YR INVS+8%
now $17.5M
AMERICAN CENTY ETF TR - AVAN US VALU ETF+10%
now $13.1M
ISHARES TR - GNMA BOND ETF+8%
now $15.3M

+40 more in the Excel export

Trimmed (50)

DIMENSIONAL ETF TRUST - WORLD EX US CORE-4%
now $16.8M
VANGUARD INDEX FDS - MRNGSTR SML CP V-3%
now $9.2M
$SPYSPDR S&P 500 ETF TRUST-6%
now $4.2M · held 11+ qtrs, 2 trims in a row
ISHARES TR - 0-3 MTH TREASURY-8%
now $2.6M
ISHARES TR - S&P 500 VAL ETF-2%
now $11.9M
ISHARES TR - MSCI INTL VLU FT-3%
now $5.1M

+44 more in the Excel export

Sold out (6)

$BACBANK OF AMERICA CORP /DE/was $282K
held 1 qtr
$AMATAPPLIED MATERIALS INC /DEwas $281K
held 1 qtr
$LOWLOWES COMPANIES INCwas $219K
held 10+ qtrs
$YUMYUM BRANDS INCwas $204K
held 1 qtr
SPDR SERIES TRUST - ST STR TIPS ETFwas $201K
ISHARES TR - GLOBAL REIT ETFwas $201K

Firm AUM (Form ADV): $543.2M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Prosperity Planning, Inc. has filed, 23 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Prosperity Planning?

Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Prosperity Planning's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-4.3%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 5% over the last 4

Top 10 weight

51%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

90%

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

Prosperity Planning, Inc. disclosed 119 positions worth $450.7M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 8 new positions and exited 6 and a full exit from $BAC. The portfolio is most concentrated in Other (94.9% of disclosed assets). All figures are sourced directly from Prosperity Planning, Inc.’s Form 13F-HR filing with the SEC under CIK 1843292.

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AI-Powered Hedge Fund Analysis: Prosperity Planning, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Prosperity Planning, Inc. (SEC CIK: 1843292), 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 Prosperity Planning, 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.