Big funds and company insiders must publicly report many trades. Here is what those reports show, how late they arrive, and how to use AI to check them yourself.
By Dontè, Ask It SimplyUpdated
Research, not a signal. Our paper backtest did not support using this as a trading rule. This page is an educational watch list. Nothing on it is a buy or sell idea. Education only. Not financial advice.
Education only. Not financial advice. We never tell you what to buy, sell or trade, and nothing here promises any return. AI can be confidently wrong, so check numbers on the official source before acting. Read the disclaimer
The quick answer
"Smart money" means people who may know more than most of us: big investment funds and company insiders. The law makes them report many trades, but the reports arrive days or weeks late. This page shows the public reports in one place, explains the delay, and is honest about what research says. It never tells you what to buy.
Tap any section to open it. Nothing here is a pick. Names are only shown after our team verifies them on the official filings.
1. What "smart money" means
Kid version: Imagine the coaches of a team buying the team's jerseys before a big game. People wonder if they know something. "Smart money" tracking means reading what those insiders reported.
On this page it means two groups that must report trades in public: investment managers with at least $100 million in certain U.S. stocks (Form 13F), and company insiders such as officers, directors and owners of more than 10% (Form 4).
A trade happened on June 1. Using the official rules, what is the latest date it could appear in a Form 13F and a Form 4? Show your math and link the rule for each.
4. What the evidence says
Pending verification. We are double-checking every study title, date and number against the original paper before we show any figures here.
What we will cover, in plain English: studies of company insider buying, and whether copying 13F filings works after the 45-day delay. If the research says copying does not work, we will say so plainly.
5. How the 0 to 2 score works
Each week, a stock can earn up to 2 points. It is a way to sort public reports, not a prediction.
+1 Funds: more 13F funds added the stock than dropped it last quarter.
+1 Insiders: 2 or more insiders made open-market buys (Form 4 code "P") within 30 days. Routine plan purchases do not count.
A high score only means both groups reported buying. Reports are late, and these people can be wrong too. If you want broad market exposure, a low-cost index fund is the simple, common option for beginners. Learn more: Investor.gov: Mutual Funds.
Pending verification. Our paper backtest is still running. Results go here only after review, including if the score did worse than the market.
Past and hypothetical results do not guarantee future results.
7. Check it yourself with AI
AI can read long filings fast, but it can mix up names, dates and numbers. Always open the filing link and check.
Copy-and-paste prompt
Here is a link to an SEC Form 4. In plain English: who traded, on what date, buy or sell, how many shares, at what price, and what the transaction code means. Quote the exact lines you used.
Copy-and-paste prompt
Here is a link to a Form 13F. In plain English: which fund filed it, what quarter it covers, its 5 largest holdings, and how many days passed between the quarter end and the filing date. Quote the exact lines you used.
Copy-and-paste prompt
Act as a skeptic. Give me 5 reasons copying a fund's or an insider's disclosed trades might not work, with a source for each. Do not recommend any stock.
Double-check rule: if the AI gives a number, find the same number in the official filing. If you cannot find it, do not trust it.
8. What companies are buying, by sector
Kid version: Companies keep money in things too: shares of other companies, bonds, even crypto. They report these holdings in SEC filings. Pick a sector to see what was reported.
Source check: every item below was checked against its original SEC filing (Rev 2, Oct 25, 2026, 8:26 PM CT). Education only. Not financial advice.
Read first: what these numbers can and cannot tell you
Stocks: 13F holdings are from Q2 2026 (as of June 30, 2026). Q3 filings are due Nov 16, 2026. A 13F covers U.S.-listed stocks and options only.
Bonds: these are balance-sheet totals that overlap each other. Do not add them up. We show no bond totals.
Crypto: fair value from company reports, not a coin count. For a public list of company bitcoin holdings, see BitcoinTreasuries.net (credit only; we copy no data from it).
Stakes and deals: 8-K and Schedule 13D/13G rows may be filed by the company or about it by another holder. Open the filing to confirm.
Sports: Most major U.S. pro teams are privately owned, so they don't file with the SEC. Exceptions include the Green Bay Packers (community-owned shares, not traded on an exchange), the Atlanta Braves (Atlanta Braves Holdings, Nasdaq: BATRA/BATRK), the New York Knicks and Rangers (Madison Square Garden Sports, NYSE: MSGS; in a Sept. 30, 2026 SEC filing it agreed to spin off the Rangers businesses into a separate public company, not yet completed) and Manchester United (NYSE: MANU, per its 2026 Form 20-F). This table covers public sports and entertainment companies only.
Sector
Asset type (tap to turn on or off)
Largest reported items first. Each sector shows its top 6 companies by value; tap Show all for the rest. Values are reported holdings, not proof of new buying, and not a reason to buy.
Marketable securities, current (Bonds)$187B10-Q, as of Jun 30, 2026SEC filingVerifiedBalance-sheet categories overlap; don't sum.
Debt securities held (available for sale) (Bonds)$99.5B10-Q, as of Jun 30, 2026SEC filingVerifiedBalance-sheet categories overlap; don't sum.
Holds shares of SpaceX - SPCX(Stocks)$94.2B13F-HR, as of Jun 30, 2026SEC filingVerifiedSpaceX (SPCX) IPO'd June 2026, so it now appears as a 13F holding.
Holds shares of Planet Labs - PL(Stocks)$1.2B13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of AST SpaceMobile - ASTS(Stocks)$795M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of CME Group - CME(Stocks)$769M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Arm Holdings - ARM(Stocks)$695M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Revolution Medicines - RVMD(Stocks)$552M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Freshworks - FRSH(Stocks)$164M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Parabilis Medicines - PBLS(Stocks)$135M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Tempus AI - TEM(Stocks)$89.9M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of GitLab - GTLB(Stocks)$83.2M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of UiPath - PATH(Stocks)$76.5M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Ethos Technologies - LIFE(Stocks)$65.7M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Prime Medicine - PRME(Stocks)$61.1M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Fervo Energy - FRVO(Stocks)$51.5M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of PayPay - PAYP(Stocks)$44.8M13F-HR, as of Jun 30, 2026SEC filingVerified
Debt securities held (available for sale) (Bonds)$97.9B10-Q, as of Jun 30, 2026SEC filingVerifiedBalance-sheet categories overlap; don't sum.
Marketable securities, current (Bonds)$44.8B10-Q, as of Jun 30, 2026SEC filingVerifiedBalance-sheet categories overlap; don't sum.
Holds shares of Rivian - RIVN(Stocks)$2.7B13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of X-Energy - XE(Stocks)$1.2B13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of BETA Technologies - BETA(Stocks)$197M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Astera Labs - ALAB(Stocks)$134M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Marvell Technology - MRVL(Stocks)$118M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Allegiant Travel - ALGT(Stocks)$17.6M13F-HR, as of Jun 30, 2026SEC filingVerified
22.9% stake in X-Energy - XE(Stocks)Value not reportedSCHEDULE 13G, as of Aug 6, 2026SEC filingVerifiedFiled by the company itself (EDGAR header FILED BY = company CIK).
Marketable securities, current (Bonds)$71.2B10-Q, as of Sep 30, 2026SEC filingVerifiedBalance-sheet categories overlap; don't sum.
Material agreement (8-K), counterparty not disclosed in filing (charter recapitalization creating non-voting Class C stock) (Stocks)Value not reported8-K, as of Oct 19, 2026SEC filingVerifiedCounterparty not disclosed in filing (internal charter recapitalization).
Debt securities held (available for sale) (Bonds)$46.9B10-Q, as of Jul 26, 2026SEC filingVerifiedBalance-sheet categories overlap; don't sum.
Holds shares of Intel - INTC(Stocks)$30B13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of SpaceX - SPCX(Stocks)$21B13F-HR, as of Jun 30, 2026SEC filingVerifiedSpaceX (SPCX) IPO'd June 2026, so it now appears as a 13F holding.
Holds shares of CoreWeave - CRWV(Stocks)$4.7B13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Coherent - COHR(Stocks)$3.1B13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Nokia - NOK(Stocks)$2.2B13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Synopsys - SNPS(Stocks)$2.2B13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Nebius Group - NBIS(Stocks)$329M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Generate Biomedicines - GENB(Stocks)$14.1M13F-HR, as of Jun 30, 2026SEC filingVerified
Material agreement (8-K) with SB Energy Corp. (multi-year AI data center partnership, PORTS campus, Pike County OH; OpenAI affiliate named as tenant) (Stocks)Value not reported8-K, as of Aug 17, 2026SEC filingVerifiedCounterparty from the filing's Item 1.01 text.
Short-term investments (Bonds)$27.6B10-Q, as of Sep 30, 2026SEC filingVerifiedBalance-sheet categories overlap; don't sum.
Crypto assets at fair value (Crypto)$962M10-Q, as of Sep 30, 2026SEC filingVerified
Material agreement (8-K) with Citibank, N.A. as administrative agent and lenders ($20.0B term loan and $8.0B revolving credit facilities) (Stocks)Value not reported8-K, as of Sep 29, 2026SEC filingVerifiedCounterparty from the filing's Item 1.01 text.
Material agreement (8-K) with MSGS Spinco (Distribution Agreement; spin-off of the New York Rangers businesses) (Stocks)Value not reported8-K, as of Sep 28, 2026SEC filingVerifiedCounterparty from the filing's Item 1.01 text.
Material agreement (8-K) with Morgan Stanley Senior Funding, Inc. as administrative agent and lenders (credit agreement amendment) (Stocks)Value not reported8-K, as of Aug 25, 2026SEC filingVerifiedCounterparty from the filing's Item 1.01 text.
Material agreement (8-K) with U.S. Bank Trust Company, N.A. as trustee ($730M 7.125% and EUR 600M 6.125% senior notes due 2032) (Stocks)Value not reported8-K, as of Oct 15, 2026SEC filingVerifiedCounterparty from the filing's Item 1.01 text.
Debt securities held (available for sale), current (Bonds)$7.3B10-Q, as of Jun 28, 2026SEC filingVerified
Holds shares of Allogene Therapeutics - ALLO(Stocks)$46.9M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Celcuity - CELC(Stocks)$29.6M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Arvinas - ARVN(Stocks)$27.7M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Pyxis Oncology - PYXS(Stocks)$19.5M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Wave Life Sciences - WVE(Stocks)$10.9M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Biohaven - BHVN(Stocks)$8M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Caribou Biosciences - CRBU(Stocks)$7.9M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Spero Therapeutics - SPRO(Stocks)$5.3M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Zentalis Pharmaceuticals - ZNTL(Stocks)$3.9M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of ORIC Pharmaceuticals - ORIC(Stocks)$3.6M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Cardiff Oncology - CRDF(Stocks)$3M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Zura Bio - ZURA(Stocks)$2.9M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of AgomAb Therapeutics - AGMB(Stocks)$1M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Bolt Biotherapeutics - BOLT(Stocks)$134K13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of NextCure - NXTC(Stocks)$73K13F-HR, as of Jun 30, 2026SEC filingVerified
7.2% stake in TRex Bio - TRXB(Stocks)Value not reportedSCHEDULE 13G, as of Oct 16, 2026SEC filingVerifiedFiled by the company itself (EDGAR header FILED BY = company CIK).
Long-term investments (may include equity stakes) (Bonds)$3.9B10-Q, as of Jun 30, 2026SEC filingVerifiedBalance-sheet categories overlap; don't sum.
19.9% stake in TRex Bio - TRXB(Stocks)Value not reportedSCHEDULE 13D, as of Oct 16, 2026SEC filingVerifiedFiled by the company itself (EDGAR header FILED BY = company CIK).
7.3% stake in Scribe Therapeutics - SCTX(Stocks)Value not reportedSCHEDULE 13D, as of Jul 30, 2026SEC filingVerifiedFiled by the company itself (EDGAR header FILED BY = company CIK).
Holds shares of Arcus Biosciences - RCUS(Stocks)$969M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Lakefront Biotherapeutics - LKFT(Stocks)$500M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Assembly Biosciences - ASMB(Stocks)$137M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Kyverna Therapeutics - KYTX(Stocks)$36.8M13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Xilio Therapeutics - XLO(Stocks)$6.2M13F-HR, as of Jun 30, 2026SEC filingVerified
24.7% stake in Arcus Biosciences - RCUS(Stocks)Value not reportedSCHEDULE 13D/A, as of Aug 7, 2026SEC filingVerifiedFiled by the company itself (EDGAR header FILED BY = company CIK).
Crypto assets at fair value (Crypto)$2.1B10-Q, as of Jun 30, 2026SEC filingVerified
Material agreement (8-K) with HIF USA LLC (seller; amended membership interest purchase agreement with MARA subsidiary Volt Texas LLC) (Stocks)Value not reported8-K, as of Sep 21, 2026SEC filingVerifiedCounterparty from the filing's Item 1.01 text.
Crypto assets at fair value (Crypto)$666M10-Q, as of Jun 30, 2026SEC filingVerified
Material agreement (8-K) with BitGo Bank & Trust, N.A. (custody agreement for digital assets and cash, moving from NYDIG Trust) (Stocks)Value not reported8-K, as of Oct 7, 2026SEC filingVerifiedCounterparty from the filing's Item 1.01 text.
Material agreement (8-K) with Morgan Stanley Senior Funding, Inc. as administrative agent and lenders (credit agreement, Riot DC Logistics) (Stocks)Value not reported8-K, as of Aug 10, 2026SEC filingVerifiedCounterparty from the filing's Item 1.01 text.
Holds shares of Nvidia - NVDA(Stocks)$389B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Apple - AAPL(Stocks)$337B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Alphabet - GOOGL(Stocks)$295B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Microsoft - MSFT(Stocks)$227B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of iShares Trust (Stocks)$180B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Amazon - AMZN(Stocks)$178B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Broadcom - AVGO(Stocks)$150B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Micron - MU(Stocks)$121B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Meta - META(Stocks)$97.7B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Tesla - TSLA(Stocks)$90.1B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of AMD - AMD(Stocks)$87.3B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Eli Lilly - LLY(Stocks)$81B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of JPMorgan Chase - JPM(Stocks)$67.5B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Berkshire Hathaway - BRK-B(Stocks)$61B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Intel - INTC(Stocks)$59.5B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Debt securities held to maturity (Bonds)$487M10-Q, as of Jun 30, 2026SEC filingVerifiedBalance-sheet categories overlap; don't sum.
9.6% stake in ONEOK - OKE(Stocks)Value not reportedSCHEDULE 13G, as of Oct 5, 2026SEC filingVerifiedFiled by the company itself (EDGAR header FILED BY = company CIK). Mostly reflects client/fiduciary assets, not the firm's own bets.
11.1% stake in Karman Holdings - KRMN(Stocks)Value not reportedSCHEDULE 13G, as of Oct 5, 2026SEC filingVerifiedFiled by the company itself (EDGAR header FILED BY = company CIK). Mostly reflects client/fiduciary assets, not the firm's own bets.
13.5% stake in ADI Global Distribution - ADIG(Stocks)Value not reportedSCHEDULE 13G, as of Sep 4, 2026SEC filingVerifiedFiled by the company itself (EDGAR header FILED BY = company CIK). Mostly reflects client/fiduciary assets, not the firm's own bets.
Debt securities held (available for sale) (Bonds)$156B10-Q, as of Jun 30, 2026SEC filingVerifiedBalance-sheet categories overlap; don't sum.
Holds shares of iShares Trust (Stocks)$52.4B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Nvidia - NVDA(Stocks)$38.4B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Alphabet - GOOGL(Stocks)$32.8B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Apple - AAPL(Stocks)$32.3B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Microsoft - MSFT(Stocks)$23.8B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of SPDR S&P 500 ETF Trust (Stocks)$23.5B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Micron - MU(Stocks)$20.9B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Amazon - AMZN(Stocks)$16.2B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Broadcom - AVGO(Stocks)$14.8B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Vanguard Index Funds (Stocks)$14.3B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Tesla - TSLA(Stocks)$13.1B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Meta - META(Stocks)$11.8B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of SPDR Series Trust (Stocks)$11.4B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Eli Lilly - LLY(Stocks)$9.2B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of iShares, Inc. (Stocks)$8.8B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
7.5% stake in Future Money Acquisition - FMAC(Stocks)Value not reportedSCHEDULE 13G, as of Aug 14, 2026SEC filingVerifiedFiled by the company itself (EDGAR header FILED BY = company CIK). Mostly reflects client/fiduciary assets, not the firm's own bets.
6.7% stake in Breeze Acquisition II - BREZ(Stocks)Value not reportedSCHEDULE 13G, as of Aug 14, 2026SEC filingVerifiedFiled by the company itself (EDGAR header FILED BY = company CIK). Mostly reflects client/fiduciary assets, not the firm's own bets.
7.6% stake in APEX Tech Acquisition - TRAD(Stocks)Value not reportedSCHEDULE 13G, as of Aug 14, 2026SEC filingVerifiedFiled by the company itself (EDGAR header FILED BY = company CIK). Mostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of iShares Trust (Stocks)$151B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Nvidia - NVDA(Stocks)$71.3B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Apple - AAPL(Stocks)$70.2B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Alphabet - GOOGL(Stocks)$68.7B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Vanguard Index Funds (Stocks)$49.9B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Microsoft - MSFT(Stocks)$47.6B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Amazon - AMZN(Stocks)$42.8B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Broadcom - AVGO(Stocks)$29.9B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of SPDR S&P 500 ETF Trust (Stocks)$24.1B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Meta - META(Stocks)$22.2B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of JPMorgan Chase - JPM(Stocks)$22B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Micron - MU(Stocks)$21.3B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Eli Lilly - LLY(Stocks)$19.5B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of iShares, Inc. (Stocks)$17.6B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Tesla - TSLA(Stocks)$16.3B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
5.2% stake in Black Stone Minerals - BSM(Stocks)Value not reportedSCHEDULE 13G, as of Aug 20, 2026SEC filingVerifiedFiled by the company itself (EDGAR header FILED BY = company CIK). Mostly reflects client/fiduciary assets, not the firm's own bets.
5.2% stake in Voya Asia Pacific High Dividend Equity Income Fund - IAE(Stocks)Value not reportedSCHEDULE 13G, as of Aug 13, 2026SEC filingVerifiedFiled by the company itself (EDGAR header FILED BY = company CIK). Mostly reflects client/fiduciary assets, not the firm's own bets.
6.1% stake in TeraWulf - WULF(Stocks)Value not reportedSCHEDULE 13G, as of Aug 13, 2026SEC filingVerifiedFiled by the company itself (EDGAR header FILED BY = company CIK). Mostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Nvidia - NVDA(Stocks)$87.6B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Alphabet - GOOGL(Stocks)$80.9B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Apple - AAPL(Stocks)$64.5B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Microsoft - MSFT(Stocks)$49.8B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Amazon - AMZN(Stocks)$40.3B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Broadcom - AVGO(Stocks)$35.4B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of SPDR S&P 500 ETF Trust (Stocks)$35.3B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Micron - MU(Stocks)$29.6B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Meta - META(Stocks)$25.8B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of AMD - AMD(Stocks)$21.7B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Lam Research - LRCX(Stocks)$18.6B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Tesla - TSLA(Stocks)$17.3B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Vanguard S&P 500 ETF (Stocks)$16.3B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Eli Lilly - LLY(Stocks)$15.5B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of iShares Core S&P 500 ETF (Stocks)$15.3B13F-HR, as of Jun 30, 2026SEC filingVerifiedMostly reflects client/fiduciary assets, not the firm's own bets.
7.3% stake in HubSpot - HUBS(Stocks)Value not reportedSCHEDULE 13G, as of Oct 13, 2026SEC filingVerifiedFiled by the company itself (EDGAR header FILED BY = company CIK). Mostly reflects client/fiduciary assets, not the firm's own bets.
5.0% stake in H World Group - HTHT(Stocks)Value not reportedSCHEDULE 13G, as of Oct 13, 2026SEC filingVerifiedFiled by the company itself (EDGAR header FILED BY = company CIK). Mostly reflects client/fiduciary assets, not the firm's own bets.
5.1% stake in Rhythm Pharmaceuticals - RYTM(Stocks)Value not reportedSCHEDULE 13G, as of Oct 13, 2026SEC filingVerifiedFiled by the company itself (EDGAR header FILED BY = company CIK). Mostly reflects client/fiduciary assets, not the firm's own bets.
Holds shares of Apple - AAPL(Stocks)$66B13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of American Express - AXP(Stocks)$51.3B13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Alphabet - GOOGL(Stocks)$37.8B13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Coca-Cola - KO(Stocks)$32.5B13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Bank of America - BAC(Stocks)$27.5B13F-HR, as of Jun 30, 2026SEC filingVerified
Debt securities held (available for sale) (Bonds)$17B10-Q, as of Jun 30, 2026SEC filingVerifiedBalance-sheet categories overlap; don't sum.
Holds shares of Chevron - CVX(Stocks)$14B13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Occidental Petroleum - OXY(Stocks)$12.9B13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Chubb - CB(Stocks)$11.7B13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Moody's - MCO(Stocks)$11.2B13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Kraft Heinz - KHC(Stocks)$7.7B13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of DaVita - DVA(Stocks)$6.4B13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Delta Air Lines - DAL(Stocks)$5.4B13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of SiriusXM - SIRI(Stocks)$3.7B13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of VeriSign - VRSN(Stocks)$2.3B13F-HR, as of Jun 30, 2026SEC filingVerified
Holds shares of Kroger - KR(Stocks)$2.2B13F-HR, as of Jun 30, 2026SEC filingVerified
6.2% stake in Lennar - LEN(Stocks)Value not reportedSCHEDULE 13G, as of Aug 14, 2026SEC filingVerifiedFiled by the company itself (EDGAR header FILED BY = company CIK).
Nothing reported for this asset type in Financials.
Every item links to its SEC filing. Source: SEC EDGAR. Data pulled Oct 25, 2026. Built by Ask It Simply.
How this table was built (methodology)
Source: SEC EDGAR only (company ticker file, submissions API, XBRL company facts, 13F-HR information tables). Every row links to its EDGAR filing.
Sectors are hand-picked lists of public companies; each row keeps its SEC industry (SIC) code.
Stocks: the latest 13F-HR the company itself filed, top 15 holdings that are not options. Apple, Microsoft and Meta don't file 13Fs under their company names (checked on SEC EDGAR), so their investment holdings come from their 10-K/10-Q balance sheets instead.
Bonds: the latest reported values for debt and marketable securities. These are totals, not individual bonds, and they overlap.
Crypto: crypto asset fair value from 10-Q and 10-K reports.
Stakes and deals: 8-K Items 1.01 and 2.01 and Schedule 13D/13G from the last 90 days.
Excluded: any data copied from third-party sites.
Built Oct 25, 2026 with a declared User-Agent at about 4 requests a second, within the SEC fair access limit.
Education only. Not financial advice. No buy links and no price predictions. Figures are a snapshot, not a forecast.
Kid version: A utility token is like an arcade token. You use it to pay for something on a network, such as storing a file or running an app.
The SEC does not have a separate "utility token" category. Its Release 33-11412 (Mar 2026) sets 5 types: digital commodities, digital collectibles, digital tools, stablecoins and digital securities. It says the first three are not securities in themselves but can be sold as part of an investment contract. Its "digital tools" are tokens with a practical function, such as a membership, ticket, credential, title instrument or identity badge. Native network tokens may be digital commodities. Source: SEC Release 33-11412 (PDF); Federal Register, Mar 23, 2026.
An investment contract is judged by the Howey test, from SEC v. W.J. Howey Co. (1946): money invested in a common enterprise, expecting profits from the efforts of others. In the EU, MiCA Article 3(1)(9) defines a utility token as a crypto-asset only meant to give access to a good or service supplied by its issuer. Source: EU MiCA Regulation 2023/1114.
Our analysis Every label on this section other than the SEC's named categories (utility token, payment coin, borderline) is our own reading of what each coin does.
Top 5 crypto by market cap
As of Oct 25, 2026, 10:27 PM CT. Source: CoinGecko market data. Only ETH is a utility token by our analysis; the rest are shown for comparison.
SEC: Named digital commodity Our analysismostly a payment coin that also pays XRP Ledger fees
Just outside the top 5: USDC at $71.5B (CoinGecko, same time).
Bitcoin holders: top 10 addresses 6.04%, top 100 15.44%. Details (computed by us from the bitinfocharts top-100 page, share of supply): largest is 1.24% (248,598 BTC), Binance cold wallet; #3 Robinhood cold wallet 0.70%. Source: bitinfocharts, read Oct 25, 2026 ~10:50-11:00 PM CT.
XRP holders: top 10 addresses hold 36.6% and top 100 hold 65.6% of the 100B total supply. 6 of the top 10 are Ripple escrow accounts (35.55B XRP in escrow). Other top-10 exchange labels: Not yet verified. Source: XRPScan, Oct 25, 2026.
Supply rose 87,237 ETH in the 30 days to Oct 25, 2026 (122,075,136 to 122,162,373), and 1,641,232 ETH since the Merge (Sep 15, 2022). New issuance currently exceeds the fee burn. Source: ultrasound.money.
Our analysisborderline. It pays gas on BNB Chain, but Binance runs its burns, offers its fee discounts and launched the chain, so much of its value depends on one company.
Market cap
$96.85B
Circulating
131.51M
Total supply
131.51M
Max supply
200M
30-day fees
$13.82M
30-day revenue
$1.38M
Active addresses, 24h
2.13M
Value locked (TVL)
$5.78B
Top 10 holders
Not yet verified
Top 100 holders
Not yet verified
Holders (BscScan % column does not reconcile (sums to more than 100%)): largest is 22.73%, unlabeled; burn address 13.80%; Binance 7 13.08%. Source: BscScan, read Oct 25, 2026 ~10:50-11:00 PM CT.
Our analysisutility token (pays for a network or service)
Market cap
$59.41B
Circulating
589.8M
Total supply
636.5M
Max supply
No max
30-day fees
$24.98M
30-day revenue
$3.06M
Active addresses, 24h
2.43M
Value locked (TVL)
$5.73B
Top 10 holders
Not yet verified
Top 100 holders
Not yet verified
Holders (Solscan ranks by USD value across all tokens; no SOL-only share): largest is Top labels: Solana Foundation, Binance, Circle, Jito. Source: Solscan, read Oct 25, 2026 ~10:50-11:00 PM CT.
Highest 30-day fees of the chains checked; most fees go to validators rather than being kept or burned ($3.06M revenue vs $24.98M fees). Source: DefiLlama.
233M tokens are not yet circulating. Source: CoinGecko.
US funds: Bitwise CLNK does not stake (424B3, Sep 28, 2026). Grayscale GLNK does not stake as of Oct 2026; its Oct 5 custody agreement allows optional staking only if a Staking Condition is met. Source: SEC EDGAR.
US funds on EDGAR: VAVX, GAVA, BAVA. VanEck's VAVX had 80.01% of holdings staked, net staking yield 4.24%, as of Oct 23, 2026. BAVA staking: Not yet verified. Source: VanEck.
Money in Plain English is general education, not personalized investment advice and not a recommendation to buy, sell or hold any security. Ask It Simply is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Examples are illustrative; past and hypothetical results don't guarantee future results. Do your own research and talk to a licensed professional about your situation.
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Investing disclaimer (short version): Money in Plain English is general education, not personalized investment advice and not a recommendation to buy, sell or hold any security. Ask It Simply is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Examples are illustrative; past and hypothetical results don't guarantee future results. Do your own research and talk to a licensed professional about your situation. Read the full disclaimer.
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