Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Dana Investment Advisors, Inc. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Dana Investment Advisors, Inc. (CIK 1427514) reported $3.35B across 551 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($145.9M, 4.35%), NVDA ($139.7M, 4.17%), MSFT ($108.4M, 3.23%), GOOGL ($101.6M, 3.03%), AMZN ($74.4M, 2.22%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$145.9M4.35%574,924Trimmed
2NVDANVIDIA CORPORATION$139.7M4.17%801,303Added
3MSFTMICROSOFT CORP$108.4M3.23%292,967Trimmed
4GOOGLALPHABET INC$101.6M3.03%353,277Trimmed
5AMZNAMAZON COM INC$74.4M2.22%357,070Added
6TIDAL TRUST I$69.0M2.06%3.4MTrimmed
7AVGOBROADCOM INC$53.7M1.60%173,556Added
8METAMETA PLATFORMS INC$48.8M1.45%85,270Trimmed
9VVISA INC$39.9M1.19%131,983Trimmed
10NOWSERVICENOW INC$37.4M1.12%357,858Added
11LRCXLAM RESEARCH CORP$37.0M1.10%173,368Trimmed
12JPMJPMORGAN CHASE & CO$34.8M1.04%118,349Trimmed
13LLYELI LILLY & CO$33.5M1.00%36,422Trimmed
14ABBVABBVIE INC$33.5M1.00%154,126Added
15FANGDIAMONDBACK ENERGY INC$32.1M0.96%162,231Added
16CSCOCISCO SYS INC$31.2M0.93%401,630Added
17VRTVERTIV HOLDINGS CO$29.2M0.87%116,441Trimmed
18IQVIQVIA HLDGS INC$28.4M0.85%166,811Added
19SLBSLB LIMITED$28.4M0.85%553,098Trimmed
20ACNACCENTURE PLC IRELAND$27.3M0.81%137,878Added
21TIDAL TRUST I$26.7M0.80%1.1MTrimmed
22PMPHILIP MORRIS INTL INC$26.0M0.78%157,434Added
23BKBANK NEW YORK MELLON CORP$25.7M0.77%216,864Trimmed
24AMTAMERICAN TOWER CORP$25.4M0.76%147,141Added
25UBERUBER TECHNOLOGIES INC$24.4M0.73%339,898Added

Source: SEC Form 13F filings · as of 2026-03-31