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.
DT Investment Partners, LLC (CIK 1537621) reported $1.20B across 512 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($174.6M, 14.53%), SPY ($117.8M, 9.81%), VEA ($109.0M, 9.07%), IWB ($44.1M, 3.67%), GVI ($41.8M, 3.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $174.6M | 14.53% | 267,267 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $117.8M | 9.81% | 181,178 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $109.0M | 9.07% | 1.7M | Added |
| 4 | IWB | ISHARES TR | $44.1M | 3.67% | 123,821 | Added |
| 5 | GVI | ISHARES TR | $41.8M | 3.48% | 392,064 | Added |
| 6 | VO | VANGUARD INDEX FDS | $39.7M | 3.30% | 138,159 | Added |
| 7 | IJH | ISHARES TR | $39.6M | 3.29% | 586,244 | Added |
| 8 | EFA | ISHARES TR | $37.4M | 3.11% | 385,275 | Hold |
| 9 | MGK | VANGUARD WORLD FD | $33.5M | 2.79% | 91,214 | Trimmed |
| 10 | IEFA | ISHARES TR | $26.4M | 2.20% | 291,427 | Added |
| 11 | IWR | ISHARES TR | $26.1M | 2.18% | 268,887 | Added |
| 12 | IEMG | ISHARES INC | $25.8M | 2.15% | 370,432 | Added |
| 13 | IGSB | ISHARES TR | $25.1M | 2.09% | 477,357 | Added |
| 14 | IWF | ISHARES TR | $24.0M | 2.00% | 56,319 | Trimmed |
| 15 | IEI | ISHARES TR | $23.3M | 1.94% | 196,652 | Added |
| 16 | MSFT | MICROSOFT CORP | $19.8M | 1.65% | 53,439 | Trimmed |
| 17 | BIL | SPDR SERIES TRUST | $19.2M | 1.60% | 209,472 | Added |
| 18 | IGIB | ISHARES TR | $17.8M | 1.49% | 335,367 | Added |
| 19 | IAU | ISHARES GOLD TR | $17.9M | 1.49% | 203,133 | Added |
| 20 | IVW | ISHARES TR | $17.7M | 1.47% | 156,051 | Added |
| 21 | SHY | ISHARES TR | $16.5M | 1.38% | 200,329 | Added |
| 22 | QQQ | INVESCO QQQ TR | $16.6M | 1.38% | 28,714 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $13.5M | 1.12% | 55,162 | Trimmed |
| 24 | SPHY | SPDR SERIES TRUST | $11.4M | 0.95% | 488,147 | Added |
| 25 | ACWI | ISHARES TR | $11.4M | 0.95% | 82,603 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31