Sovran Advisors, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.27B
Q ending 2026-03-31
Prior quarter
$1.18B
Q ending 2025-12-31
Change
+8.3% QoQ · +65.4% YoY
Positions
578
reported holdings

Largest positions

Top 100 of 578 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Ishares TrIVVShares$37.8M52K
Apple IncAAPLShares$31.2M115K
Microsoft CorpMSFTShares$24.1M59K
Nvidia CorporationNVDAShares$23.9M120K
Innovator Etfs TrustUSEPShares$22.7M560K
State Str Spdr S&P 500 Etf TSPYShares$21.9M30K
Ishares TrIVEShares$21.0M94K
Blackrock Etf TrustDYNFShares$19.2M300K
Ishares TrIVWShares$17.2M132K
Amazon Com IncAMZNShares$16.9M64K
Capital Group Dividend ValueCGDVShares$15.7M339K
Ishares TrQUALShares$15.3M74K
Ishares TrIUSBShares$15.2M329K
Broadcom IncAVGOShares$14.1M34K
Capital Grp Fixed Incm Etf TCGCPShares$14.0M629K
Janus Detroit Str TrVNLAShares$13.2M271K
Alphabet IncGOOGShares$13.1M34K
Meta Platforms IncMETAShares$12.8M21K
Invesco Qqq TrQQQShares$12.6M19K
Usa Rare Earth IncUSARShares$11.9M457K
Capital Group Growth EtfCGGRShares$11.6M260K
Ishares TrEFVShares$11.3M146K
Alphabet IncGOOGLShares$11.2M29K
Ishares IncIEMGShares$10.5M134K
Ishares TrTLTShares$10.4M122K
Capital Grp Fixed Incm Etf TCGCBShares$10.4M397K
Spdr Gold TrGLDShares$10.2M24K
Vanguard Index FdsVOOShares$9.6M15K
Innovator Etfs TrustBALTShares$9.5M279K
Ishares TrIWFShares$8.9M74K
Ishares TrTFLOShares$8.4M166K
Pimco Etf TrLTPZShares$8.3M161K
Qualcomm IncQCOMShares$8.2M46K
Blackrock Etf TrustTHROShares$7.9M194K
J P Morgan Exchange Traded FJPSTShares$7.8M154K
Ishares TrAGGShares$7.8M78K
Vanguard Intl Equity Index FVTShares$7.8M51K
Coreweave IncCRWVShares$7.8M70K
Janus Detroit Str TrJAAAShares$7.4M147K
Blackrock Etf TrustBAIShares$7.4M172K
Vanguard Specialized FundsVIGShares$7.3M32K
Vanguard Tax-Managed FdsVEAShares$7.3M106K
Capital Group Core Equity EtCGUSShares$7.2M169K
Invesco Exchange Traded Fd TPKWShares$7.2M52K
First Tr Exchange Traded FdAIRRShares$7.0M55K
Ishares Bitcoin Trust EtfIBITShares$7.0M161K
T Rowe Price Etf IncTBUXShares$7.0M140K
Ishares TrMTUMShares$6.8M24K
Ishares Silver TrSLVShares$6.7M100K
Putnam Etf TrustPVALShares$6.6M133K
Fidelity Covington TrustFBCGShares$6.4M109K
Ishares TrGOVTShares$6.4M278K
Palantir Technologies IncPLTRShares$6.3M46K
Ishares TrEFGShares$6.2M52K
Ishares TrMBBShares$6.2M65K
First Tr Exchange-Traded FdLMBSShares$6.1M123K
Tesla IncTSLAShares$6.0M16K
Jpmorgan Chase & CoJPMShares$5.9M19K
Spdr Series TrustBILShares$5.8M63K
J P Morgan Exchange Traded FJPIEShares$5.8M126K
Innovator Etfs TrustUDECShares$5.7M139K
Schwab Strategic TrFNDFShares$5.7M110K
Crowdstrike Hldgs IncCRWDShares$5.6M13K
Globalstar IncGSATShares$5.5M67K
Bitmine Immersion TecnologieBMNRShares$5.4M253K
J P Morgan Exchange Traded FJBNDShares$5.3M100K
Costco Wholesale CorporationCOSTShares$5.3M5K
Vanguard Bd Index FdsBNDShares$5.3M72K
Gamco Global Gold Nat Res &GGNShares$5.1M957K
Ishares TrIMCVShares$5.0M56K
Ishares Gold TrIAUShares$5.0M58K
Ishares TrTLHShares$4.9M49K
Vanguard Scottsdale FdsVCITShares$4.9M59K
Ishares TrOEFShares$4.9M14K
American Centy Etf TrAVLVShares$4.8M55K
Columbia Etf Tr IRECSShares$4.7M113K
Blackrock Etf Trust IiBINCShares$4.5M86K
Ishares S&P Gsci Commodity-GSGShares$4.5M130K
Innovator Etfs TrustQBUFShares$4.4M146K
Invesco Exchange Traded Fd TSPGPShares$4.4M37K
Ishares TrIWYShares$4.3M15K
Vanguard World FdMGCShares$4.3M16K
Ishares TrMUBShares$4.3M40K
Regeneron PharmaceuticalsREGNShares$4.3M6K
Taiwan Semiconductor ManufacTSMShares$4.2M10K
Vanguard Whitehall FdsVIGIShares$4.1M45K
Oracle CorpORCLShares$4.1M25K
Capital Group Gbl Growth EqtCGGOShares$4.0M108K
Ishares TrIYWShares$4.0M18K
Synchrony FinancialSYFShares$3.9M51K
Schwab Strategic TrSCHDShares$3.8M119K
Spdr Series TrustTIPXShares$3.8M197K
Asml Hldg NvShares$3.7M3K
Ishares TrIAGGShares$3.7M74K
Vanguard Index FdsVOShares$3.6M46K
Capital Grp Fixed Incm Etf TCGSDShares$3.4M133K
Spdr Series TrustSPYVShares$3.4M57K
Capital Group Global EquityCGGEShares$3.4M102K
Vanguard Index FdsVOTShares$3.4M12K
American Centy Etf TrQINTShares$3.3M48K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.