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.
NewEdge Advisors, LLC (CIK 1633516) reported $2.16B across 1,198 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($113.4M, 5.25%), VOO ($104.2M, 4.82%), VTV ($65.8M, 3.04%), DYNF ($63.1M, 2.92%), SPLG ($54.3M, 2.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $113.4M | 5.25% | 433,978 | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $104.2M | 4.82% | 432,004 | Trimmed |
| 3 | VTV | VANGUARD INDEX FDS | $65.8M | 3.04% | 810,598 | Trimmed |
| 4 | DYNF | BLACKROCK ETF TRUST | $63.1M | 2.92% | 3.3M | Trimmed |
| 5 | SPLG | SPDR SERIES TRUST | $54.3M | 2.51% | 2.1M | Trimmed |
| 6 | CSCO | CISCO SYS INC | $38.4M | 1.78% | 2.0M | Trimmed |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | $34.9M | 1.61% | 474,198 | Trimmed |
| 8 | EMR | EMERSON ELEC CO | $34.5M | 1.60% | 159,824 | Trimmed |
| 9 | THRO | BLACKROCK ETF TRUST | $32.7M | 1.51% | 3.1M | Trimmed |
| 10 | BAI | BLACKROCK ETF TRUST | $30.2M | 1.40% | 2.4M | Trimmed |
| 11 | SPAB | SPDR SERIES TRUST | $30.3M | 1.40% | 537,138 | Trimmed |
| 12 | BND | VANGUARD BD INDEX FDS | $28.6M | 1.32% | 607,474 | Trimmed |
| 13 | FPEI | FIRST TR EXCH TRADED FD III | $27.3M | 1.27% | 793,314 | Trimmed |
| 14 | WCMI | FIRST TR EXCHANGE-TRADED FD | $26.2M | 1.21% | 1.1M | Trimmed |
| 15 | GOVT | ISHARES TR | $24.7M | 1.14% | 1.8M | Added |
| 16 | SYFI | AB ACTIVE ETFS INC | $24.1M | 1.12% | 264,402 | Trimmed |
| 17 | SPEM | SPDR INDEX SHS FDS | $24.2M | 1.12% | 163,345 | Trimmed |
| 18 | FNY | FIRST TR EXCHANGE-TRADED ALP | $24.0M | 1.11% | 24,217 | Trimmed |
| 19 | DFAI | DIMENSIONAL ETF TRUST | $23.7M | 1.10% | 692,162 | Trimmed |
| 20 | VBK | VANGUARD INDEX FDS | $23.7M | 1.10% | 23,699 | Trimmed |
| 21 | SPYV | SPDR SERIES TRUST | $22.9M | 1.06% | 118,261 | Trimmed |
| 22 | VTEB | VANGUARD MUN BD FDS | $22.8M | 1.05% | 448,328 | Trimmed |
| 23 | DBND | DOUBLELINE ETF TRUST | $22.2M | 1.03% | 204,611 | New |
| 24 | VBR | VANGUARD INDEX FDS | $22.1M | 1.02% | 52,400 | Trimmed |
| 25 | VTI | VANGUARD INDEX FDS | $21.8M | 1.01% | 314,566 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31