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Filing analysis

Osaic Holdings, Inc.

13F-HR · period Q2 2026 · filed Aug 14, 2026

View original SEC filing ↗ Manager record

$85.10BReported 13F value
16,366Positions
5Other managers included
+234New
3901Increased
1657Reduced
−134Exited
Largest new positions
SecurityValueWeight
SPCX Space Exploration… $60.44M 0.1%
HONA Honeywell Aerospace Inc $31.13M 0.0%
DRAM Roundhill Memory ETF $9.98M 0.0%
AGIX $9.40M 0.0%
FDXF FedEx Freight Holding… $3.28M 0.0%
JUSA $2.33M 0.0%
ELA $1.95M 0.0%
CBRS Cerebras Systems Inc. $1.67M 0.0%
PWRL $1.64M 0.0%
IALT iShares Systematic… $1.38M 0.0%
Largest resizings
SecurityΔ sharesValue now
AAPL Apple Inc. ▲ Add +8.1% $2.53B
QQQ Invesco QQQ Trust, Series 1 ▲ Add +9.3% $1.49B
IVV iShares Core S&P 500 ETF ▲ Add +16.7% $1.44B
NVDA NVIDIA Corporation ▲ Add +6.6% $1.84B
SPY State Street SPDR S&P 500 ETF ▲ Add +17.6% $1.14B
VOO Vanguard S&P 500 ETF ▲ Add +21.3% $1.03B
MU Micron Technology, Inc. ▼ Trim -5.5% $400.67M
VTI Vanguard Morningstar Total… ▲ Add +8.2% $1.05B
QQQM Invesco NASDAQ 100 ETF ▲ Add +45.9% $445.45M
XLK State Street Technology… ▼ Trim -1.9% $705.02M
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.