CI Investments Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), CI Investments Inc. reported 1,269 stock positions worth $27.5 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 17.7% of the portfolio, followed by Microsoft (MSFT, 5.2%) and Nvidia (NVDA, 4.9%). Compared with Q2 2025, it opened 27 new positions, sold out of 35, added to 404 and reduced 798. The biggest buy was Apple (AAPL, shares +47%) and the biggest sale iShares 20+ Year Treasury BD (TLT, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, Z4
- CIK
- 0001163648
- Portfolio Value
- $27.5B (Q3 2025)
- SEC Filing
- 0001163648-25-000016 ↗ filed Nov 12, 2025
Holdings Value
Holdings 1,269 stocks · $27.5B
| IVV iShares Core S&P 500 ETF | 17.71% | 7,277,282 | $4.9B | No change |
| MSFT Microsoft Corp. | 5.20% | 2,762,191 | $1.4B | Reduce -5.2% |
| NVDA Nvidia Corp. | 4.91% | 7,237,521 | $1.4B | Reduce -7.6% |
| AMZN Amazon.com Inc. | 3.60% | 4,505,827 | $989.3M | Add +0.5% |
| META Meta Platforms Inc. Class A | 2.76% | 1,033,701 | $759.1M | Reduce -9.1% |
| AAPL Apple Inc. | 2.51% | 2,710,578 | $690.2M | Add +47.2% |
| GOOG Alphabet Inc. Class C | 2.45% | 2,768,605 | $674.3M | Reduce -12.2% |
| MA Mastercard Inc. Class A | 2.13% | 1,028,705 | $585.1M | Reduce -5.0% |
| AVGO Broadcom Inc. | 1.98% | 1,648,691 | $543.9M | Reduce -8.7% |
| JPM JPMorgan Chase & Co. | 1.22% | 1,063,601 | $335.5M | Reduce -10.8% |
| UNH Unitedhealth Group Inc. | 1.18% | 941,686 | $325.2M | Add +19.2% |
| GOOGL Alphabet Inc. Class A | 1.11% | 1,256,571 | $305.5M | Reduce -10.5% |
| TMO Thermo Fisher Scientific Inc. | 1.08% | 611,885 | $296.8M | Add +15.8% |
| FXI iShares China Large-Cap ETF | 1.02% | 6,796,567 | $279.6M | Reduce -31.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.00% | 987,354 | $275.8M | Add +1.1% |
| IEUR iShares Core MSCI Europe ETF | 0.94% | 3,785,191 | $257.8M | Add +9.2% |
| LLY Eli Lilly & Co. | 0.93% | 336,287 | $256.6M | Reduce -2.2% |
| NOW ServiceNow Inc. | 0.93% | 277,348 | $255.2M | Reduce -12.4% |
| V Visa Inc. Class A | 0.88% | 707,656 | $241.6M | Reduce -2.9% |
| KKR KKR & Co. Inc. | 0.82% | 1,745,345 | $226.8M | Add +11.5% |
| LNG Cheniere Energy Inc. | 0.82% | 954,471 | $224.3M | Add +1.9% |
| BKNG Booking Holdings Inc. | 0.77% | 39,024 | $210.7M | Reduce -6.9% |
| WMT Walmart Inc. | 0.76% | 2,040,840 | $210.3M | Add +7.4% |
| BN Brookfield Corp. | 0.69% | 2,770,941 | $190.0M | Reduce -9.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.69% | 3,651,977 | $188.4M | Reduce -1.6% |
| USFD US Foods Holding Corp. | 0.61% | 2,190,608 | $167.8M | Reduce -29.5% |
| KGC Kinross Gold Corp. | 0.61% | 6,751,506 | $167.8M | Reduce -2.4% |
| LYV Live Nation Entertainment Inc. | 0.60% | 1,014,190 | $165.7M | Reduce -9.2% |
| VTR Ventas Inc. | 0.60% | 2,354,425 | $164.8M | Reduce -1.9% |
| EBND State Street SPDR Bloomberg | 0.60% | 7,711,877 | $164.7M | Add +131.9% |
| J Jacobs Solutions Inc. | 0.59% | 1,074,032 | $161.0M | Reduce -9.4% |
| WMB Williams Cos Inc. | 0.58% | 2,501,586 | $158.5M | Reduce -2.5% |
| BSX Boston Scientific Corp. | 0.57% | 1,615,574 | $157.7M | Add +8.7% |
| ACM Aecom | 0.55% | 1,157,414 | $151.0M | Reduce -2.6% |
| GS Goldman Sachs Group Inc. | 0.54% | 186,381 | $148.4M | Add +16.4% |
| DHR Danaher Corp. | 0.53% | 738,468 | $146.4M | Add +85.2% |
| T AT&T Inc. | 0.53% | 5,177,257 | $146.2M | Reduce -3.6% |
| ORCL Oracle Corp. | 0.51% | 499,389 | $140.4M | Reduce -3.0% |
| AMD Advanced Micro Devices | 0.49% | 831,482 | $134.5M | Reduce -43.1% |
| RSP Invesco S&P 500 Equal Weight | 0.49% | 705,470 | $133.8M | No change |
| SNOW Snowflake Inc. | 0.48% | 581,229 | $131.1M | Reduce -1.2% |
| C Citigroup Inc. | 0.45% | 1,224,264 | $124.3M | Add +295.3% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.45% | 3,802,365 | $124.0M | Reduce -2.6% |
| UBER Uber Technologies Inc. | 0.45% | 1,260,121 | $123.5M | Add +14.9% |
| PG The Procter & Gamble Co. | 0.45% | 796,656 | $122.4M | Reduce -2.1% |
| MRK Merck & Co. Inc. | 0.44% | 1,429,779 | $120.0M | Add +86.6% |
| SPGI S&P Global Inc. | 0.44% | 246,271 | $119.9M | Add +1.4% |
| PLD Prologis Inc. | 0.43% | 1,036,840 | $118.7M | Reduce -1.2% |
| MELI MercadoLibre Inc. | 0.41% | 48,470 | $113.3M | Add +3.1% |
| ETR Entergy Corp. | 0.41% | 1,207,985 | $112.6M | Reduce -1.9% |
| SYK Stryker Corp. | 0.40% | 297,431 | $110.0M | Reduce -17.0% |
| EQIX Equinix Inc. | 0.40% | 140,336 | $109.9M | Add +0.6% |
| TIP iShares Tips Bond ETF | 0.39% | 958,060 | $106.6M | Reduce -15.5% |
| BLK BlackRock Inc. | 0.38% | 88,988 | $103.7M | Reduce -22.4% |
| NFLX Netflix Inc. | 0.38% | 86,156 | $103.3M | Reduce -3.3% |
| CACI Caci International Inc. Class A | 0.37% | 205,952 | $102.7M | Reduce -3.6% |
| CRM Salesforce Inc. | 0.37% | 432,733 | $102.6M | Reduce -31.6% |
| BRX Brixmor Property Group Inc. | 0.36% | 3,545,563 | $98.1M | Add +8.6% |
| IAG Iamgold Corp. | 0.35% | 7,482,333 | $96.7M | New |
| KO The Coca-Cola Co. | 0.35% | 1,453,592 | $96.4M | Add +15.9% |
| TXN Texas Instruments Inc. | 0.35% | 523,484 | $96.2M | Add +39.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 142,520 | $94.9M | New |
| BIP Brookfield Infrastructure Pa | 0.35% | 2,885,864 | $94.9M | Add +7.0% |
| AXON Axon Enterprise Inc. | 0.33% | 127,228 | $91.3M | Add +32.9% |
| BABA Alibaba Group Holding-SP ADR | 0.33% | 507,543 | $90.7M | Reduce -1.1% |
| FWONK Liberty Media Corp. Class C | 0.33% | 859,994 | $89.8M | Add +44.3% |
| TRGP Targa Resources Corp. | 0.32% | 527,162 | $88.3M | Add +26.9% |
| SHOP Shopify Inc. Class A | 0.32% | 586,342 | $87.1M | Add +79.2% |
| APP AppLovin Corp. Class A | 0.30% | 115,608 | $83.1M | Reduce -8.3% |
| AMH American Homes 4 Rent- A | 0.30% | 2,487,530 | $82.7M | Reduce -7.7% |
| CEG Constellation Energy | 0.30% | 249,564 | $82.1M | Reduce -7.6% |
| MU Micron Technology Inc. | 0.28% | 457,169 | $76.5M | Reduce -27.0% |
| GDX Vaneck Gold Miners ETF | 0.28% | 1,000,580 | $76.4M | Add +347.7% |
| NKE Nike Inc. Class B | 0.27% | 1,073,545 | $74.9M | Add +41.2% |
| BBU Brookfield Business PT-Unit | 0.26% | 2,231,732 | $72.8M | Add +0.1% |
| SPOT Spotify Technology SA | 0.26% | 101,829 | $71.1M | Add +101.3% |
| CRH CRH PLC | 0.26% | 591,155 | $70.9M | Add +30689.3% |
| BATRK Atlanta Braves Holdings in-C | 0.25% | 1,683,335 | $70.0M | Reduce -1.0% |
| ISRG Intuitive Surgical Inc. | 0.25% | 155,440 | $69.5M | Add +4.0% |
| TKO Tko Group Holdings Inc. | 0.25% | 338,211 | $68.3M | Add +51.5% |
| PLTR Palantir Technologies Inc. Class A | 0.25% | 374,369 | $68.3M | Reduce -31.7% |
| IWM iShares Russell 2000 ETF | 0.25% | 281,398 | $68.1M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.25% | 90 | $67.9M | Reduce -12.6% |
| HD Home Depot Inc. | 0.23% | 156,752 | $63.5M | Reduce -3.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.23% | 434,933 | $62.9M | Add +15.0% |
| VRT Vertiv Holdings Co. Class A | 0.23% | 415,194 | $62.6M | Reduce -5.5% |
| ASHR Xtrackers Harvest Csi 300 CH | 0.23% | 1,893,112 | $62.4M | Reduce -32.5% |
| MCO Moody's Corp. | 0.23% | 130,751 | $62.3M | Reduce -2.3% |
| MSI Motorola Solutions Inc. | 0.23% | 135,814 | $62.1M | Add +32.3% |
| GEV GE Vernova Inc. | 0.23% | 100,659 | $61.9M | Reduce -25.7% |
| CRWV Coreweave Inc. Class A | 0.22% | 433,586 | $59.3M | Add +136677.9% |
| CDNS Cadence Design SYS Inc. | 0.21% | 164,176 | $57.7M | Reduce -19.8% |
| CSGP Costar Group Inc. | 0.21% | 680,839 | $57.4M | Reduce -3.9% |
| SBAC SBA Communications Corp. | 0.21% | 294,424 | $56.9M | Add +0.7% |
| EQH Equitable Holdings Inc. | 0.21% | 1,120,835 | $56.9M | Reduce -4.7% |
| ZTS Zoetis Inc. | 0.21% | 386,472 | $56.5M | Reduce -4.0% |
| ANET Arista Networks Inc. | 0.21% | 387,355 | $56.4M | Reduce -19.9% |
| CP Canadian Pacific Kansas City | 0.20% | 749,316 | $55.8M | Add +4.9% |
| XOM Exxon Mobil Corp. | 0.20% | 493,127 | $55.6M | Reduce -8.0% |
| HST Host Hotels & Resorts Inc. | 0.20% | 3,194,773 | $54.4M | Reduce -5.3% |
Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T puts ($2.9M), INVESCO QQQ TR puts ($1.9M), SELECT SECTOR SPDR TR puts ($1.4M), VANECK ETF TRUST puts ($989K), STATE STR SPDR S&P 500 ETF T calls ($502K), MERCK & CO INC calls ($308K), UNITEDHEALTH GROUP INC calls ($298K), INVESCO QQQ TR calls ($295K), ADVANCED MICRO DEVICES INC calls ($276K), FIRST SOLAR INC calls ($231K), THERMO FISHER SCIENTIFIC INC calls ($135K), KRANESHARES TRUST calls ($83K), and 3 more.
Other holdings (1): bonds, preferreds, convertibles and warrants · $1.8M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| DC.WS Dakota Gold Corp.-26 | *W EXP 03/15/202 | 721,511 | $1.8M | No change |
Total filed on the 13F, all lines: $27.5B.
Portfolio Sells Q2 2025 → Q3 2025
| TLT iShares 20+ Year Treasury BD | Reduce -92.5% | 0.06% | −0.75 |
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −0.50 |
| META Meta Platforms Inc. Class A | Reduce -9.1% | 2.76% | −0.39 |
| FXI iShares China Large-Cap ETF | Reduce -31.3% | 1.02% | −0.35 |
| AJG Arthur J Gallagher & Co. | Reduce -60.3% | 0.18% | −0.30 |
| NOW ServiceNow Inc. | Reduce -12.4% | 0.93% | −0.29 |
| AMD Advanced Micro Devices | Reduce -43.1% | 0.49% | −0.29 |
| USFD US Foods Holding Corp. | Reduce -29.5% | 0.61% | −0.29 |
| CRM Salesforce Inc. | Reduce -31.6% | 0.37% | −0.27 |
| CYBR Cyberark Software Ltd./Israel | Reduce -98.1% | 0.01% | −0.26 |
| FCX Freeport-McMoran Inc. | Reduce -98.0% | 0.00% | −0.26 |
| MSFT Microsoft Corp. | Reduce -5.2% | 5.20% | −0.24 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.24 |
| WFC Wells Fargo & Co. | Reduce -84.1% | 0.04% | −0.20 |
| PGR Progressive Corp. | Reduce -64.6% | 0.08% | −0.17 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.16 |
| MA Mastercard Inc. Class A | Reduce -5.0% | 2.13% | −0.16 |
| AXP American Express Co. | Reduce -68.2% | 0.07% | −0.15 |
| CPT Camden Property Trust | Reduce -85.7% | 0.02% | −0.15 |
| BKNG Booking Holdings Inc. | Reduce -6.9% | 0.77% | −0.14 |
| GGAL Grupo Financiero Galicia-ADR | Sold out | 0.00% | −0.14 |
| PANW Palo Alto Networks Inc. | Reduce -98.5% | 0.00% | −0.14 |
| ICE Intercontinental Exchange Inc. | Reduce -80.4% | 0.03% | −0.13 |
| SYK Stryker Corp. | Reduce -17.0% | 0.40% | −0.13 |
| MRVL Marvell Technology Inc. | Reduce -93.5% | 0.01% | −0.13 |
| YPF YPF S.A.-Sponsored ADR | Sold out | 0.00% | −0.11 |
| V Visa Inc. Class A | Reduce -2.9% | 0.88% | −0.09 |
| ACN Accenture PLC Class A | Reduce -19.6% | 0.17% | −0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -93.1% | 0.01% | −0.09 |
| ADI Analog Devices Inc. | Reduce -57.1% | 0.06% | −0.08 |
| TIP iShares Tips Bond ETF | Reduce -15.5% | 0.39% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -10.8% | 1.22% | −0.08 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -39.3% | 0.11% | −0.08 |
| VIST Vista Energy Sab DE CV | Sold out | 0.00% | −0.07 |
| BLK BlackRock Inc. | Reduce -22.4% | 0.38% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -2.2% | 0.93% | −0.07 |
| NFLX Netflix Inc. | Reduce -3.3% | 0.38% | −0.07 |
| ENB Enbridge Inc. | Reduce -96.8% | 0.00% | −0.07 |
| AMH American Homes 4 Rent- A | Reduce -7.7% | 0.30% | −0.06 |
| ASHR Xtrackers Harvest Csi 300 CH | Reduce -32.5% | 0.23% | −0.06 |
| HWM Howmet Aerospace Inc. | Reduce -77.6% | 0.02% | −0.06 |
| CL Colgate-Palmolive Co. | Reduce -23.9% | 0.11% | −0.06 |
| ATAT Atour Lifestyle Holdings-ADR | Sold out | 0.00% | −0.06 |
| DDOG Datadog Inc. Class A | Reduce -29.6% | 0.15% | −0.06 |
| HDB HDFC Bank Ltd.-ADR | Reduce -33.4% | 0.08% | −0.06 |
| T AT&T Inc. | Reduce -3.6% | 0.53% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -44.5% | 0.06% | −0.05 |
| ONON On Holding AG Class A | Reduce -46.6% | 0.03% | −0.05 |
| TDG Transdigm Group Inc. | Reduce -5.5% | 0.17% | −0.04 |
| BATRK Atlanta Braves Holdings in-C | Reduce -1.0% | 0.25% | −0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +47.2% | 2.51% | +1.09 |
| C Citigroup Inc. | Add +295.3% | 0.45% | +0.35 |
| IAG Iamgold Corp. | New | 0.35% | +0.35 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.35% | +0.35 |
| EBND State Street SPDR Bloomberg | Add +131.9% | 0.60% | +0.33 |
| TMO Thermo Fisher Scientific Inc. | Add +15.8% | 1.08% | +0.27 |
| CRH CRH PLC | Add +30689.3% | 0.26% | +0.26 |
| UNH Unitedhealth Group Inc. | Add +19.2% | 1.18% | +0.26 |
| IWM iShares Russell 2000 ETF | New | 0.25% | +0.25 |
| DHR Danaher Corp. | Add +85.2% | 0.53% | +0.24 |
| GDX Vaneck Gold Miners ETF | Add +347.7% | 0.28% | +0.23 |
| CRWV Coreweave Inc. Class A | Add +136677.9% | 0.22% | +0.22 |
| MRK Merck & Co. Inc. | Add +86.6% | 0.44% | +0.21 |
| SHOP Shopify Inc. Class A | Add +79.2% | 0.32% | +0.18 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.1% | 1.00% | +0.17 |
| CIEN Ciena Corp. | Add +60999.6% | 0.16% | +0.16 |
| PODD Insulet Corp. | Add +1280.8% | 0.15% | +0.14 |
| ARES Ares Management Corp. Class A | Add +35425.5% | 0.13% | +0.13 |
| GS Goldman Sachs Group Inc. | Add +16.4% | 0.54% | +0.11 |
| SPOT Spotify Technology SA | Add +101.3% | 0.26% | +0.11 |
| TKO Tko Group Holdings Inc. | Add +51.5% | 0.25% | +0.10 |
| INTC Intel Corp. | Add +3428.8% | 0.10% | +0.10 |
| LRCX Lam Research Corp. | Add +54.6% | 0.18% | +0.09 |
| FWONK Liberty Media Corp. Class C | Add +44.3% | 0.33% | +0.09 |
| BE Bloom Energy Corp. Class A | New | 0.09% | +0.09 |
| APH Amphenol Corp. Class A | Add +700.5% | 0.10% | +0.09 |
| QXO Qxo Inc. | Add +654.5% | 0.10% | +0.08 |
| IEUR iShares Core MSCI Europe ETF | Add +9.2% | 0.94% | +0.08 |
| EMB iShares JP Morgan Usd Emergi | Add +82.0% | 0.16% | +0.07 |
| NKE Nike Inc. Class B | Add +41.2% | 0.27% | +0.07 |
| WMT Walmart Inc. | Add +7.4% | 0.76% | +0.07 |
| POOL Pool Corp. | Add +274.4% | 0.09% | +0.07 |
| UBER Uber Technologies Inc. | Add +14.9% | 0.45% | +0.06 |
| CFLT Confluent Inc. Class A | Add +205268.4% | 0.06% | +0.06 |
| MSI Motorola Solutions Inc. | Add +32.3% | 0.23% | +0.06 |
| TXN Texas Instruments Inc. | Add +39.8% | 0.35% | +0.06 |
| TJX TJX Companies Inc. | Add +15.0% | 0.23% | +0.05 |
| TRGP Targa Resources Corp. | Add +26.9% | 0.32% | +0.05 |
| BBU Brookfield Business PT-Unit | Add +0.1% | 0.26% | +0.05 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.04% | +0.04 |
| KKR KKR & Co. Inc. | Add +11.5% | 0.82% | +0.04 |
| HIMS Hims & Hers Health Inc. | Add +6659.7% | 0.04% | +0.04 |
| VRSK Verisk Analytics Inc. | Add +1818.4% | 0.04% | +0.04 |
| HUM Humana Inc. | Add +1671.5% | 0.04% | +0.04 |
| KLAC KLA Corp. | Add +16.3% | 0.14% | +0.04 |
| BRX Brixmor Property Group Inc. | Add +8.6% | 0.36% | +0.04 |
| CDE Coeur Mining Inc. | New | 0.04% | +0.04 |
| AXON Axon Enterprise Inc. | Add +32.9% | 0.33% | +0.03 |
| PONY Pony AI Inc. | Add +158106.3% | 0.03% | +0.03 |
| EXPE Expedia Group Inc. | Add +1735.0% | 0.03% | +0.03 |
Options Activity Q2 2025 → Q3 2025
| STATE STR SPDR S&P 500 ETF T | put | Reduce -58.1% | 9,547 | $2.9M |
| INVESCO QQQ TR | put | Add +53.9% | 6,980 | $1.9M |
| SELECT SECTOR SPDR TR | put | Add +390.4% | 10,790 | $1.4M |
| VANECK ETF TRUST | put | New | 9,825 | $989K |
| MARVELL TECHNOLOGY INC | call | Sold out | 840 | $899Kbefore exit |
| STATE STR SPDR S&P 500 ETF T | call | Reduce -71.4% | 200 | $502K |
| MERCK & CO INC | call | Add +100.0% | 720 | $308K |
| UNITEDHEALTH GROUP INC | call | Reduce -29.6% | 143 | $298K |
| INVESCO QQQ TR | call | Reduce -41.2% | 147 | $295K |
| ADVANCED MICRO DEVICES INC | call | New | 848 | $276K |
| FIRST SOLAR INC | call | New | 80 | $231K |
| THERMO FISHER SCIENTIFIC INC | call | Reduce -74.5% | 60 | $135K |
| DANAHER CORP DEL | put | Sold out | 250 | $95Kbefore exit |
| KRANESHARES TRUST | call | Reduce -65.8% | 400 | $83K |
| INVESCO EXCHANGE TRADED FD T | call | Sold out | 500 | $65Kbefore exit |
| HUMANA INC | call | Reduce -70.4% | 185 | $44K |
| ISHARES TR | put | Sold out | 400 | $36Kbefore exit |
| COSTCO WHOLESALE CORPORATION | call | New | 13 | $9K |
| ISHARES TR | call | Sold out | 2,500 | $9Kbefore exit |
| SPDR GOLD TR | put | Sold out | 125 | $3Kbefore exit |
| SELECT SECTOR SPDR TR | call | Reduce -91.1% | 50 | $1K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 746 | $31.1B | QQQM, RSP, NVDA, AMZN, MSFT |
| Q1 2026 | 612 | $20.6B | NVDA, AMZN, MSFT, IVV, GOOG |
| Q4 2025 | 635 | $22.8B | NVDA, MSFT, AMZN, GOOG, IVV |
| Q3 2025 | 1,269 | $27.5B | IVV, MSFT, NVDA, AMZN, META |
| Q2 2025 | 1,275 | $26.6B | IVV, MSFT, NVDA, AMZN, META |
| Q1 2025 | 1,289 | $23.7B | IVV, MSFT, AMZN, NVDA, META |
| Q4 2024 | 1,287 | $26.5B | IVV, MSFT, AMZN, NVDA, AAPL |
| Q3 2024 | 1,267 | $26.3B | IVV, MSFT, AMZN, NVDA, META |
| Q2 2024 | 1,250 | $25.4B | IVV, MSFT, AMZN, NVDA, GOOG |
| Q1 2024 | 1,286 | $25.2B | IVV, MSFT, AMZN, NVDA, META |