§ 13F · FUND PROFILE
Capital Advisors, Ltd. LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $810.5B (13F)Positions · 1531Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$886.7B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 119K | $80.9B | 9.1% | NEW |
| 2 | EAGG | ISHARES TR | 144K | $68.1B | 7.7% | NEW |
| 3 | QUAL | ISHARES TR | 168K | $33.4B | 3.8% | NEW |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 145K | $31.9B | 3.6% | NEW |
| 5 | VTI | VANGUARD INDEX FDS | 90K | $30.2B | 3.4% | NEW |
| 6 | IWD | ISHARES TR | 126K | $26.6B | 3.0% | NEW |
| 7 | USMV | ISHARES TR | 242K | $22.8B | 2.6% | NEW |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | 119K | $22.7B | 2.6% | NEW |
| 9 | DGRO | ISHARES TR | 305K | $21.2B | 2.4% | NEW |
| 10 | IJK | ISHARES TR | 212K | $20.5B | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAPITAL SIGNAL
AC read
Capital Advisors, Ltd. LLC is a Other fund managing $810.5 trillion in assets. The fund runs a massive portfolio of 1,531 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed