New York, NYCIK 18838974 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
2,245 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 1.01M | $97.03M | 5.4% | +605.0K | Added |
| 2 | Ishares Tr | 403.9K | $48.21M | 2.7% | +349.6K | Added |
| 3 | Schwab Strategic Tr | 1.92M | $48.19M | 2.7% | +1.66M | Added |
| 4 | Spdr Series Trust |
| 1.67M |
| $48.19M |
| 2.7% |
| +1.45M |
| Added |
| 5 | Vanguard Scottsdale Fds | 803.8K | $48.17M | 2.7% | +695.7K | Added |
| 6 | Ishares Tr | 203.6K | $16.42M | 0.9% | +173.8K | Added |
| 7 | Citizens Finl Group Inc | 101.6K | $5.93M | 0.3% | −9.0K | Reduced |
| 8 | Ameris Bancorp | 68.3K | $5.08M | 0.3% | +2.7K | Added |
| 9 | Morgan Stanley | 28.1K | $4.99M | 0.3% | −1.5K | Reduced |
| 10 | Fulton Finl Corp Pa | 253.8K | $4.91M | 0.3% | −13.2K | Reduced |
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