Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Catalyst Capital Advisors LLC (CIK 1549275) reported $5.37B across 363 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWB ($585.4M, 10.90%), IJH ($559.3M, 10.42%), IWM ($397.7M, 7.41%), USMV ($393.5M, 7.33%), VWO ($379.5M, 7.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $585.4M | 10.90% | 1.6M | Added |
| 2 | IJH | ISHARES TR | $559.3M | 10.42% | 8.3M | Added |
| 3 | IWM | ISHARES TR | $397.7M | 7.41% | 1.6M | Added |
| 4 | USMV | ISHARES TR | $393.5M | 7.33% | 4.2M | Added |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $379.5M | 7.07% | 7.0M | Added |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $340.9M | 6.35% | 524,119 | Added |
| 7 | IJR | ISHARES TR | $305.6M | 5.69% | 2.5M | Added |
| 8 | VOO | VANGUARD INDEX FDS | $152.5M | 2.84% | 255,244 | Added |
| 9 | INDA | ISHARES TR | $146.2M | 2.72% | 3.1M | Added |
| 10 | VV | VANGUARD INDEX FDS | $133.0M | 2.48% | 445,130 | Added |
| 11 | DFAC | DIMENSIONAL ETF TRUST | $129.2M | 2.41% | 3.3M | Added |
| 12 | VNQ | VANGUARD INDEX FDS | $123.6M | 2.30% | 1.4M | Added |
| 13 | VO | VANGUARD INDEX FDS | $121.0M | 2.25% | 421,239 | Added |
| 14 | VB | VANGUARD INDEX FDS | $91.8M | 1.71% | 350,327 | Added |
| 15 | IWR | ISHARES TR | $74.7M | 1.39% | 768,475 | Added |
| 16 | IQLT | ISHARES TR | $72.6M | 1.35% | 1.6M | Added |
| 17 | EWT | ISHARES INC | $69.2M | 1.29% | 975,210 | Trimmed |
| 18 | EWJ | ISHARES INC | $67.5M | 1.26% | 799,771 | Added |
| 19 | EWU | ISHARES TR | $65.6M | 1.22% | 1.4M | Added |
| 20 | DFAE | DIMENSIONAL ETF TRUST | $57.8M | 1.08% | 1.7M | Added |
| 21 | DFIC | DIMENSIONAL ETF TRUST | $55.0M | 1.02% | 1.5M | Added |
| 22 | QUAL | ISHARES TR | $47.9M | 0.89% | 249,681 | Added |
| 23 | VG | VENTURE GLOBAL INC | $46.0M | 0.86% | 2.9M | Added |
| 24 | DUHP | DIMENSIONAL ETF TRUST | $43.1M | 0.80% | 1.2M | Added |
| 25 | NEXT | NEXTDECADE CORP | $40.0M | 0.74% | 5.2M | Added |
Source: SEC Form 13F filings · as of 2026-03-31