Ascent Group
$3.3B 13F equity value
847 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Ascent Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 2,484,549 | $218M | 6.5% |
| IVW | ISHARES TR | 736,912 | $101M | 3.0% |
| AAPL | APPLE INC | 289,109 | $84M | 2.5% |
| NVDA | NVIDIA CORPORATION | 406,095 | $81M | 2.4% |
| IVE | ISHARES TR | 342,445 | $78M | 2.3% |
| DYNF | BLACKROCK ETF TRUST | 1,111,944 | $76M | 2.3% |
| GOOGL | ALPHABET INC | 153,792 | $55M | 1.6% |
| CORO | BLACKROCK ETF TRUST | 1,387,552 | $51M | 1.5% |
| MSFT | MICROSOFT CORP | 132,096 | $49M | 1.5% |
| MUB | ISHARES TR | 411,221 | $44M | 1.3% |
Track Ascent Group's 13F portfolio: $3.3B in reported holdings, 847 positions. Top holdings and quarterly changes on SentiSense.
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