Institutions / Annex Advisory Services, LLC
Annex Advisory Services, LLC
CIK 1542287 · Institution · as of Dec 31, 2025
Portfolio value
$5.24B
Positions
357
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 357 →
| Company | Value | % of portfolio |
|---|---|---|
| Victory Portfolios II | $373.54M | 7.1% |
| American Centy ETF Tr | $275.47M | 5.3% |
| Alps ETF Tr | $181.84M | 3.5% |
| American Centy ETF Tr | $162.24M | 3.1% |
| iShares Tr | $161.75M | 3.1% |
| American Centy ETF Tr | $155.36M | 3.0% |
| Dimensional ETF Trust | $134.25M | 2.6% |
| NVIDIA Corp | $133.91M | 2.6% |
| Apple Inc. | $126.47M | 2.4% |
| Amazon.com Inc | $106.37M | 2.0% |
| Meta Platforms Inc | $94.18M | 1.8% |
| Mfs Active Exchange Traded F | $91.38M | 1.7% |
| Harbor ETF Trust | $88.24M | 1.7% |
| Dimensional ETF Trust | $86.67M | 1.7% |
| iShares Tr | $85.98M | 1.6% |
| TKO Group Holdings, Inc. | $83.39M | 1.6% |
| Invesco Exch Traded Fd Tr II | $83.39M | 1.6% |
| Microsoft Corp | $78.84M | 1.5% |
| Visa Inc | $78.66M | 1.5% |
| Invesco Actively Managed Exc | $78.12M | 1.5% |
| Broadcom Inc. | $75.70M | 1.4% |
| Victory Portfolios II | $75.37M | 1.4% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $74.34M | 1.4% |
| Asml Holding N V | $70.04M | 1.3% |
| PIMCO ETF Tr | $60.62M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.