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.
HOWARD BAILEY SECURITIES, LLC (CIK 2043986) reported $243.2M across 115 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCEC ($29.5M, 12.13%), IWY ($27.8M, 11.45%), IWX ($17.7M, 7.27%), AVNM ($11.3M, 4.67%), EFV ($10.1M, 4.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCEC | CAPITOL SER TR | $29.5M | 12.13% | 1.2M | Added |
| 2 | IWY | ISHARES TR | $27.8M | 11.45% | 111,862 | Added |
| 3 | IWX | ISHARES TR | $17.7M | 7.27% | 190,684 | Trimmed |
| 4 | AVNM | AMERICAN CENTY ETF TR | $11.3M | 4.67% | 149,008 | Added |
| 5 | EFV | ISHARES TR | $10.1M | 4.16% | 135,999 | Trimmed |
| 6 | IWS | ISHARES TR | $9.4M | 3.87% | 64,497 | Trimmed |
| 7 | EFG | ISHARES TR | $8.9M | 3.66% | 80,010 | Trimmed |
| 8 | SPLG | SPDR SERIES TRUST | $8.2M | 3.36% | 106,667 | Trimmed |
| 9 | IEMG | ISHARES INC | $6.8M | 2.80% | 97,693 | Trimmed |
| 10 | SIXO | AIM ETF PRODUCTS TRUST | $5.7M | 2.35% | 169,540 | Trimmed |
| 11 | VTWO | VANGUARD SCOTTSDALE FDS | $4.9M | 2.01% | 48,681 | Trimmed |
| 12 | OCTW | AIM ETF PRODUCTS TRUST | $4.6M | 1.90% | 120,245 | Trimmed |
| 13 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $4.2M | 1.73% | 139,571 | Added |
| 14 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | $4.1M | 1.67% | 173,204 | Added |
| 15 | SEPW | AIM ETF PRODUCTS TRUST | $3.6M | 1.49% | 114,520 | Trimmed |
| 16 | TUA | SIMPLIFY EXCHANGE TRADED FUN | $3.1M | 1.29% | 148,154 | Trimmed |
| 17 | FOXY | SIMPLIFY EXCHANGE TRADED FUN | $3.0M | 1.24% | 103,529 | Added |
| 18 | JULW | AIM ETF PRODUCTS TRUST | $3.0M | 1.24% | 77,440 | Trimmed |
| 19 | SBAR | SIMPLIFY EXCHANGE TRADED FUN | $2.9M | 1.18% | 116,907 | Added |
| 20 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | $2.8M | 1.17% | 139,538 | Added |
| 21 | IWP | ISHARES TR | $2.6M | 1.05% | 19,922 | Added |
| 22 | SMDOX | STERLING CAP FDS | $2.5M | 1.04% | 101,282 | New |
| 23 | DECU | AIM ETF PRODUCTS TRUST | $2.3M | 0.96% | 87,716 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $2.3M | 0.95% | 6,257 | Trimmed |
| 25 | ZSEP | INNOVATOR ETFS TRUST | $2.0M | 0.84% | 76,100 | Added |
Source: SEC Form 13F filings · as of 2026-03-31