Terminal · Institutions

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

Industrial Alliance Investment Management Inc. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Industrial Alliance Investment Management Inc. (CIK 1630798) reported $167.3M across 8 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($116.2M, 69.45%), VTI ($20.3M, 12.12%), SPY ($9.6M, 5.73%), VNQ ($8.4M, 4.99%), VEU ($7.1M, 4.23%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1QQQInvesco QQQ Trust Series 1$116.2M69.45%201,271Added
2VTIVANGUARD TOTAL STOCK MARKET ETF$20.3M12.12%63,176Trimmed
3SPYState Street SPDR S&P 500 ETF Trust$9.6M5.73%14,737Trimmed
4VNQVANGUARD REAL ESTATE ETF$8.4M4.99%94,190Hold
5VEUVANGUARD FTSE ALL-WORLD EX-US ETF$7.1M4.23%94,136Hold
6IEURiShares Core MSCI Europe ETF$4.7M2.83%67,471Trimmed
7VCLTVANGUARD LONG-TERM CORPORATE BOND ETF$986,0000.59%13,195Added
8VGLTVanguard Long-Term Treasury ETF$107,0000.06%1,940Added

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