CAPTRUST FINANCIAL ADVISORS

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, CAPTRUST FINANCIAL ADVISORS maintained a portfolio of 2844 distinct positions. They heavily accumulated shares in ISHARES CORE S&P 500, increasing their position by 2.8%. Conversely, CAPTRUST FINANCIAL ADVISORS completely exited their position in INVESCO BULLETSHARES.
PCA Score Concentration Risk
Risk ENB
Total Positions
2844
Quarter
2025 Q4
Top Holding
IVV (5.3%)
Top 10 Concentration
27.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 2844
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IVV
ISHARES CORE S&...
ETF 5.34% 5.44% #1
Prev: #1
4.1 109,685 2.8%
P
S
4,095,469 $2,805,150,273
$401.76 +71.5%
$683.12 +0.9%
2012 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD FTSE D...
ETF 3.58% 3.49% #2
Prev: #2
3.5 1,625,619 5.7%
P
S
30,166,421 $1,884,496,350
$46.52 +37.2%
$62.36 +2.4%
2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC COM
Unknown 3.39% 3.20% #3
Prev: #3
3.4 396,393 6.4%
P
S
6,554,107 $1,781,799,484
$148.04 +80.4%
$271.61 -1.7%
2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SHY
ISHARES 1-3 YEA...
ETF 2.83% 2.88% #4
Prev: #4
3.1 940,434 5.5%
P
S
17,964,759 $1,487,841,349 2012 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP ...
Unknown 2.55% 2.74% #5
Prev: #5
3.0 172,409 6.6%
P
S
2,770,608 $1,339,921,662 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD VALUE
ETF 2.32% 2.37% #6
Prev: #6
2.9 155,177 2.5%
P
S
6,385,243 $1,219,517,608 2012 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Unknown 2.25% 2.28% #7
Prev: #7
2.9 337,215 5.6%
P
S
6,338,378 $1,182,107,515 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IXUS
ISHARES CORE MS...
ETF 1.73% 1.40% #8 2
Prev: #10
2.8 2,414,465 29.0%
P
S
10,749,069 $909,801,224 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC CA...
Unknown 1.54% 1.27% #9 5
Prev: #14
2.6 41,879 1.6%
P
S
2,594,348 $812,030,796 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD S&P 50...
ETF 1.44% 1.49% #10 2
Prev: #8
2.6 19,569 1.6%
P
S
1,208,818 $758,086,153 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IEI
ISHARES 3-7 YEA...
ETF 1.34% 1.38% #11
Prev: #11
2.6 281,282 5.0%
P
S
5,924,603 $707,101,310 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VB
VANGUARD SMALL-...
ETF 1.30% 1.30% #12 1
Prev: #13
2.5 130,946 5.2%
P
S
2,644,075 $682,039,241 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
ISHARES CORE MS...
ETF 1.22% 1.15% #13 2
Prev: #15
2.5 1,021,822 12.0%
P
S
9,541,588 $641,385,519 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VUG
VANGUARD GROWTH...
ETF 1.22% 1.43% #14 5
Prev: #9
0.5 -156,019 -10.6%
P
S
1,310,572 $639,375,523 2012 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC ...
Unknown 1.19% 1.08% #15 2
Prev: #17
2.5 309,078 12.9%
P
S
2,711,564 $625,883,270 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES CORE U....
ETF 1.15% 1.10% #16
Prev: #16
2.5 650,152 12.0%
P
S
6,051,425 $604,416,341 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDX
SCHWAB FUNDAMEN...
ETF 1.11% 0.91% #17 5
Prev: #22
2.5 4,370,263 25.7%
P
S
21,393,347 $582,112,980 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEF
ISHARES 7-10 YE...
ETF 1.06% 1.01% #18 1
Prev: #19
2.5 666,409 13.0%
P
S
5,781,000 $555,900,926 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
STATE STREET SP...
ETF 1.03% 1.01% #19 1
Prev: #18
2.4 52,870 7.1%
P
S
797,143 $543,588,081 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHX
SCHWAB U.S. LAR...
ETF 1.00% 0.99% #20
Prev: #20
2.4 1,039,540 5.6%
P
S
19,522,489 $525,350,184 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BSV
VANGUARD SHORT-...
ETF 0.94% 0.95% #21
Prev: #21
2.4 386,860 6.6%
P
S
6,289,692 $495,690,655 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MGK
VANGUARD MEGA C...
ETF 0.84% 1.31% #22 10
Prev: #12
0.4 -532,233 -33.3%
P
S
1,063,914 $439,151,651 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IWB
ISHARES RUSSELL...
ETF 0.83% 0.87% #23
Prev: #23
0.3 -3,636 -0.3%
P
S
1,164,954 $435,040,403 2011 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC CO...
Unknown 0.81% 0.83% #24
Prev: #24
0.3 -3,749 -0.3%
P
S
1,236,730 $428,032,138 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Unknown 0.80% 0.78% #25 1
Prev: #26
2.4 79,066 10.4%
P
S
839,990 $422,220,841 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCP
INVESCO BULLETS...
ETF 0.00% 0.07%
Sold All 😨
(Was: #216)
0.3 -1,672,299 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDQ
ISHARES IBONDS ...
ETF 0.00% 0.05%
Sold All 😨
(Was: #270)
0.3 -1,037,391 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTF
ISHARES IBONDS ...
ETF 0.00% 0.04%
Sold All 😨
(Was: #301)
0.3 -935,003 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CCOI
COGENT COMMUNIC...
Unknown 0.00% 0.03%
Sold All 😨
(Was: #419)
0.3 -336,061 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AZN
ASTRAZENECA PLC...
Unknown 0.00% 0.02%
Sold All 😨
(Was: #456)
0.3 -141,858 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #559)
0.3 -114,273 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MNTN
MNTN INC CL A
Unknown 0.00% 0.01%
Sold All 😨
(Was: #635)
0.3 -280,597 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AEVA
AEVA TECHNOLOGI...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #642)
0.3 -352,452 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #845)
0.3 -106,163 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ALE
ALLETE INC COM ...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #852)
0.3 -43,979 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBMN
ISHARES IBONDS ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #969)
0.3 -84,560 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA COM
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1064)
0.3 -22,765 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EAGL
EAGLE CAPITAL S...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1228)
0.3 -45,300 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMCR
AMCOR PLC ORD
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1364)
0.3 -136,022 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AVLV
AVANTIS U.S. LA...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1390)
0.3 -14,758 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IVOL
KRANESHARES QUA...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1525)
0.3 -44,202 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PULS
PGIM ULTRA SHOR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1539)
0.3 -16,612 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MAN
MANPOWERGROUP I...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1620)
0.3 -18,512 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FMC
FMC CORP COM NE...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1677)
0.3 -18,748 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HBI
HANESBRANDS INC...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1680)
0.3 -95,062 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KFY
KORN FERRY COM ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1790)
0.3 -7,444 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PHD
PIONEER FLOATIN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1816)
0.3 -50,231 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BRTR
ISHARES TOTAL R...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1817)
0.3 -9,794 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
APLS
APELLIS PHARMAC...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1849)
0.3 -21,111 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BSMP
INVESCO BULLETS...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1855)
0.3 -19,260 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FOXF
FOX FACTORY HLD...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1876)
0.3 -18,783 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BDYN
ISHARES DYNAMIC...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1879)
0.3 -17,948 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TRS
TRIMAS CORP COM...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1899)
0.3 -11,427 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IPAR
INTERPARFUMS IN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1908)
0.3 -4,422 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CRCL
CIRCLE INTERNET...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1931)
0.3 -3,183 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NOG
NORTHERN OIL & ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1940)
0.3 -16,858 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WWW
WOLVERINE WORLD...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1951)
0.3 -15,085 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LRN
STRIDE INC COM
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2001)
0.3 -2,558 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PVBC
PROVIDENT BANCO...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2020)
0.3 -29,451 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZTO
ZTO EXPRESS CAY...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2034)
0.3 -18,938 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LNW
LIGHT & WONDER ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2114)
0.3 -3,890 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PDP
INVESCO DORSEY ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2119)
0.3 -2,739 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2126)
0.3 -1,508 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PRO
PROS HOLDINGS I...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2148)
0.3 -13,372 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DMXF
ISHARES ESG ADV...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2160)
0.3 -3,991 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SLGN
SILGAN HLDGS IN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2163)
0.3 -6,988 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ROCK
GIBRALTAR INDS ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2176)
0.3 -4,716 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IETC
ISHARES U.S. TE...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2179)
0.3 -2,894 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TLRY
TILRAY BRANDS I...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2202)
0.3 -164,371 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KRC
KILROY RLTY COR...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2222)
0.3 -6,576 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HOG
HARLEY DAVIDSON...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2226)
0.3 -9,910 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WSC
WILLSCOT HLDGS ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2235)
0.3 -13,002 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBHE
ISHARES IBONDS ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2236)
0.3 -11,802 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FETH
FIDELITY ETHERE...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2237)
0.3 -6,586 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VC
VISTEON CORP CO...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2242)
0.3 -2,243 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FLUT
FLUTTER ENTMT P...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2250)
0.3 -1,044 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ATAI
ATAI BECKLEY NV...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2255)
0.3 -50,000 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QGEN
QIAGEN NV COM S...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2277)
0.3 -5,788 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LPG
DORIAN LPG LTD ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2278)
0.3 -8,669 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPR
SPIRIT AEROSYST...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2299)
0.3 -6,420 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KBR
KBR INC COM
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2313)
0.3 -5,108 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HOOY
YIELDMAX HOOD O...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2317)
0.3 -3,180 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CONY
YIELDMAX COIN O...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2318)
0.3 -34,966 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SILA
SILA REALTY TRU...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2319)
0.3 -9,576 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ITRI
ITRON INC COM
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2336)
0.3 -1,842 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ADNT
ADIENT PLC ORD ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2340)
0.3 -9,490 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMSC
AMERICAN SUPERC...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2351)
0.3 -3,755 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSTY
YIELDMAX MSTR O...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2360)
0.3 -15,742 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
USXF
ISHARES ESG ADV...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2361)
0.3 -3,830 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
REGL
PROSHARES S&P M...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2365)
0.3 -2,561 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HOOW
ROUNDHILL HOOD ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2373)
0.3 -2,675 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Z
ZILLOW GROUP IN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2379)
0.3 -2,786 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JPEF
JPMORGAN EQUITY...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2383)
0.3 -2,887 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ADUS
ADDUS HOMECARE ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2384)
0.3 -1,811 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NSA
NATIONAL STORAG...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2387)
0.3 -7,048 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BKKT
BAKKT HOLDINGS ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2391)
0.3 -6,263 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PLTY
YIELDMAX PLTR O...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2398)
0.3 -3,205 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SNN
SMITH & NEPHEW ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2412)
0.3 -5,650 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CUZ
COUSINS PPTYS I...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2422)
0.3 -6,957 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CBRL
CRACKER BARREL ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2424)
0.3 -4,569 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CHH
CHOICE HOTELS I...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2427)
0.3 -1,881 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ENR
ENERGIZER HLDGS...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2428)
0.3 -8,070 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EFSC
ENTERPRISE FINL...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2429)
0.3 -3,459 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CWK
CUSHMAN WAKEFIE...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2434)
0.3 -12,387 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SEAT
VIVID SEATS INC...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2447)
0.3 -10,703 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NAVI
NAVIENT CORPORA...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2453)
0.3 -13,156 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TCPC
BLACKROCK TCP C...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2473)
0.3 -23,418 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLY
YIELDMAX TSLA O...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2480)
0.3 -14,442 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RLJ
RLJ LODGING TR ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2482)
0.3 -18,852 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMRX
AMNEAL PHARMACE...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2492)
0.3 -12,048 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SFL
SFL CORPORATION...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2496)
0.3 -14,933 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NABL
N-ABLE INC COMM...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2509)
0.3 -12,813 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NB
NIOCORP DEVS LT...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2525)
0.3 -13,136 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CODI
COMPASS DIVERSI...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2526)
0.3 -13,136 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UDMY
UDEMY INC COM
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2542)
0.3 -10,006 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BRSP
BRIGHTSPIRE CAP...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2552)
0.3 -10,198 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PSNY
POLESTAR AUTOMO...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2553)
0.3 -58,700 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BRY
BERRY CORP COM
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2559)
0.3 -13,640 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
CALIBERCOS INC ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2560)
0.3 -11,514 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
ASRT
ASSERTIO HOLDIN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2564)
0.3 -57,490 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CNDT
CONDUENT INC CO...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2574)
0.3 -16,273 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HYLN
HYLIION HOLDING...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2581)
0.3 -19,489 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CCCC
C4 THERAPEUTICS...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2587)
0.3 -14,889 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HPP
HUDSON PAC PPTY...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2589)
0.3 -10,485 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TRIB
TRINITY BIOTECH...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2590)
0.3 -27,247 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AKBA
AKEBIA THERAPEU...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2593)
0.3 -10,042 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ZOOZ
ZOOZ STRATEGY L...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2594)
0.3 -12,647 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VGZ
VISTA GOLD CORP...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2599)
0.3 -10,766 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OLPX
OLAPLEX HLDGS I...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2608)
0.3 -13,765 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ZNTL
ZENTALIS PHARMA...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2613)
0.3 -10,464 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GORO
GOLD RESOURCE C...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2616)
0.3 -12,777 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ADAP
ADAPTIMMUNE THE...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2617)
0.3 -68,723 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CANF
CAN FITE BIOFAR...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2618)
0.3 -11,375 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
COHEN & STEERS ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2619)
0.3 -71,951 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
RLYB
RALLYBIO CORP C...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2620)
0.3 -10,000 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 2844 holdings

Unlock Full CAPTRUST FINANCIAL ADVISORS Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics