13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001419186
Total reported value
$44.6B
$44.6B
3715 檔
10.9%
In Q3 2025, Cambridge Investment Research Advisors, Inc.'s U.S. equity holdings reached a combined market value of $44.6B, distributed across 3715 disclosed stock positions.
In Q3 2025, Cambridge Investment Research Advisors, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 37 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3715 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.29% | +0.18% | +6.25% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.07% | -0.04% | +1.88% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.84% | +0.01% | -0.01% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.21% | +0.19% | +1.36% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.90% | +0.04% | +3.26% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.85% | -0.08% | +1.08% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | -0.14% | +3.07% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | +0.02% | +1.80% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.29% | -0.02% | -0.44% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.21% | +0.07% | -2.72% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.09% | -1.60% | |
| 12 | CGDV | Cap Group Dividend Value | ETF-Other | 0.72% | +0.03% | +8.55% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.07% | +5.38% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 0.66% | +0.11% | +3.83% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.29% | +11.76% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.06% | -0.33% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.05% | +1.93% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | — | -1.09% | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.61% | -0.07% | -5.54% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | +0.06% | -2.72% | |
| 21 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.60% | -0.12% | -0.85% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 0.59% | -0.18% | +11.16% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.02% | +3.92% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.55% | +0.07% | -12.26% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.52% | -0.01% | -3.53% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.52% | -0.05% | +0.56% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.51% | -0.01% | +2.77% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.49% | +0.20% | +28.56% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.49% | -0.06% | -0.52% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | +0.08% | +11.32% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-Other | 0.48% | +0.06% | +8.80% | |
| 32 | CGGR | Cap Group Growth Equity | ETF-Other | 0.45% | +0.07% | +15.93% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.41% | -0.03% | -10.07% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.39% | -0.03% | +6.14% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.38% | +0.02% | +1.30% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.08% | +4.24% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | -0.01% | +3.76% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.36% | -0.04% | +6.77% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.09% | -1.02% | |
| 40 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.36% | -0.03% | +1.35% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.15% | +3.30% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.35% | +0.07% | +9.61% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | -0.07% | +5.72% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | +0.01% | +2.62% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.34% | -0.22% | +2.21% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.32% | -0.23% | -16.14% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.32% | -0.02% | +1.95% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.31% | -0.05% | -6.83% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.31% | -0.08% | -1.96% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.30% | -0.03% | +7.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | -0.01% | Trim |
| 2 | QQQM | Invesco Nasdaq 100 ETF | +0.3% | +28.56% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +11.76% | Add |
| 4 | PLTR | Palantir Technologies Inc-a | +0.3% | -0.85% | Trim |
| 5 | AVGO | Broadcom Inc | +0.2% | -2.72% | Add |
| 6 | MSFT | Microsoft CORP | +0.2% | +3.07% | Add |
| 7 | TSLA | Tesla Inc | +0.2% | -1.09% | Add |
| 8 | VOO | Vanguard S&p 500 ETF | +0.2% | +6.25% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +1.93% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.33% | Add |
| 11 | XLK | Ss Technology Select Sector | +0.1% | +11.32% | Add |
| 12 | CGGR | Cap Group Growth Equity | +0.1% | +15.93% | Add |
| 13 | CGDV | Cap Group Dividend Value | +0.1% | +8.55% | Add |
| 14 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +18.94% | Add |
| 15 | VGT | Vanguard Info Tech ETF | +0.1% | +9.61% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.36% | Trim |
| 17 | VUG | Vanguard Growth ETF | +0.1% | +3.83% | Add |
| 18 | ORCL | Oracle CORP | +0.1% | +8.16% | Add |
| 19 | PVAL | Putnam Focused Lrg Cap Value | +0.1% | +43.42% | Add |
| 20 | SPHB | Invesco S&p 500 High Beta Et | +0.1% | +14.91% | Add |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +5.38% | Add |
| 22 | VEA | Vanguard Ftse Developed ETF | +0.1% | -12.26% | Add |
| 23 | IWF | Ishares Russell 1000 Growth | +0.1% | +4.53% | Add |
| 24 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +2.47% | Add |
| 25 | AIRR | First Trust Rba American Ind | +0.1% | +9.80% | Add |
| 26 | CAT | Caterpillar Inc | +0.1% | +4.75% | Add |
| 27 | IEMG | Ishares Core Msci Emerging | +0.1% | +7.33% | Add |
| 28 | EFA | Ishares Msci Eafe ETF | +0.1% | -1.48% | Add |
| 29 | CGGO | Cap Group Global Growth | +0.1% | +11.43% | Add |
| 30 | VCIT | Vanguard Int-term Corporate | +0.1% | +57.06% | Add |
| 31 | SMH | Vaneck Semiconductor ETF | +0.1% | +9.65% | Add |
| 32 | VTI | Vanguard Total Stock Mkt ETF | 0% | +3.26% | Add |
| 33 | JPM | Jpmorgan Chase & Co | 0% | +3.92% | Add |
| 34 | VXF | Vanguard Extended Market ETF | 0% | +14.93% | Add |
| 35 | CGUS | Cap Group Core Equity | 0% | +5.81% | Add |
| 36 | VYM | Vanguard High Dvd Yield ETF | 0% | +6.14% | Add |
| 37 | IVW | Ishares S&p 500 Growth ETF | 0% | +1.30% | Trim |
| 38 | GLD | Spdr Gold Shares | — | +11.16% | Trim |
| 39 | RDVY | First Trust Rising Dividend | — | +8.80% | Add |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.72% | Add |
| 41 | AMZN | Amazon.com Inc | 0% | +1.80% | Add |
| 42 | VXUS | Vanguard Total Intl Stock | -0.1% | -0.44% | Trim |
| 43 | IVV | Ishares Core S&p 500 ETF | -0.1% | +1.08% | Trim |
| 44 | MINT | Pimco Enhanced Short Maturit | -0.1% | -10.56% | Trim |
| 45 | JPST | Jpmorgan Ultra-short Income | -0.2% | +2.21% | Trim |
| 46 | AAPL | Apple Inc | -0.2% | +1.88% | Add |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | -0.2% | -13.73% | Trim |
| 48 | GSY | Invesco Ultra Short Duration | -0.2% | -14.67% | Trim |
| 49 | JMTG | Mortgage-backed Securities | — | NEW | New buy |
| 50 | BENJ | Horizon Landmark ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Cambridge Investment Research Advisors, Inc. reported a total U.S. public equity portfolio value of $44.6B across 3715 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, NVDA) accounted for 10.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
JMTG
市值: $41.2M
Top Position Liquidated / Trimmed
QQQ
前期市值: $629.7M
During Q3 2025, Cambridge Investment Research Advisors, Inc.'s top holdings by market value included VOO (3.3%)、AAPL (3.1%)、NVDA (2.8%). The largest single position, VOO, represented 3.3% of total portfolio value.
In Q3 2025, Cambridge Investment Research Advisors, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 37 positions, trimming 11 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.