13F-HR filed by Independent Advisor Alliance
Independent Advisor Alliance filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-12, with 1,595 holding rows worth $9,319,379,194.
- Accession
- 0001062993-26-002523
- Filer
- CIK 1696899
- Filed
- 2026-05-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 2,740 entries on the cover page, a total value of $9,319,379,194 stated on the cover page (in dollars after the unit check, H1), rows summing to $9,319,379,194 with VALUE read as dollars as filed, 13F file number 028-17950. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ZSCALERINC | 98980G102 | STOK | 1,428 | $200,404 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092501 | MSCI FINLS IDX | 2,853 | $200,283 | dollars as filed | |
| FLAHERTY & CRUMRINE PFD INCO | 33848E106 | COM | 22,140 | $200,146 | dollars as filed | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 3,262 | $200,103 | dollars as filed | |
| F N B CORP | 302520101 | COM | 11,805 | $197,368 | dollars as filed | |
| FIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND | 33718W103 | CEF | 11,177 | $197,043 | dollars as filed | |
| iShares S&P Global Clean Energy Index Fund | 464288224 | COM | 10,709 | $195,866 | dollars as filed | |
| IAMGOLD CORP COM | 450913108 | Stock | 10,032 | $188,800 | dollars as filed | |
| NOMURA HLDGS INC SPONSORED ADR | 65535H208 | ADR | 22,801 | $179,900 | dollars as filed | |
| SOUNDHOUND AI INC CLASS A COM | 836100107 | Stock | 25,948 | $178,267 | dollars as filed | |
| GRAYSCALE ETHEREUM TRUST ETF | 389638107 | SHS | 10,204 | $174,182 | dollars as filed | |
| HERCULES CAPITAL INC | 427096508 | COM | 11,750 | $173,550 | dollars as filed | |
| VODAFONE GROUP PLC SPONSORED ADR | 92857W308 | ADR | 11,274 | $169,329 | dollars as filed | |
| LUMEN TECHNOLOGIES INC | 550241103 | COM | 24,205 | $168,225 | dollars as filed | |
| SANDRIDGE ENERGY INC | 80007P869 | COM NEW | 10,143 | $165,432 | dollars as filed | |
| FS SPECIALTY LENDING FD | 644323107 | COM SH BEN INT | 13,074 | $163,557 | dollars as filed | |
| ALLIANCE NATIONAL MUNICIPAL IN | 01864U106 | COM | 14,968 | $160,008 | dollars as filed | |
| CAMPING WORLD HLDGS INC CL A | 13462K109 | Stock | 23,305 | $159,173 | dollars as filed | |
| SABA CAPITAL INCOME & OPPORT | 880198205 | COM NEW | 18,725 | $155,792 | dollars as filed | |
| CORNERSTONE TOTAL RETURN FD | 21924U300 | COM | 21,315 | $148,136 | dollars as filed | |
| PURECYCLE TECHNOLOGIES INC | 74623V103 | COM | 28,150 | $146,100 | dollars as filed | |
| DNP SELECT INCOME FD INC | 23325P104 | COM | 13,164 | $135,592 | dollars as filed | |
| AURORA INNOVATION INC CLASS A COM | 051774107 | Stock | 32,761 | $134,975 | dollars as filed | |
| WESTERN ASSET HIGH INCOME OP | 95766K109 | COM | 36,873 | $133,848 | dollars as filed | |
| EATON VANCE SENIOR INCOME FUND | 27826S103 | SH BEN INT | 26,400 | $131,736 | dollars as filed | |
| PIMCO HIGH INCOME FD | 722014107 | COM SHS | 28,368 | $131,343 | dollars as filed | |
| FORTUNA MNG CORP COM NEW | 349942102 | Stock | 13,190 | $130,977 | dollars as filed | |
| EATON VANCE TAX-MANAGED GLOB | 27829c105 | COM | 14,877 | $130,621 | dollars as filed | |
| BNY MELLON STRATEGIC MUNS IN | 05588W108 | COM | 20,674 | $130,039 | dollars as filed | |
| CNH INDL N V SHS | N20944109 | Stock | 11,777 | $129,547 | dollars as filed | |
| PAGAYA TECHNOLOGIES LTD | M7S64L123 | CL A NEW | 10,534 | $122,721 | dollars as filed | |
| UNITED STATES ANTIMONY CORP | 911549103 | COM | 13,850 | $120,912 | dollars as filed | |
| TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | 294821608 | ADR | 10,685 | $120,420 | dollars as filed | |
| AMERICAN AIRLINES GROUP INC COM | 02376R102 | Stock | 11,197 | $120,256 | dollars as filed | |
| BIGBEAR AI HLDGS INC COM | 08975B109 | Stock | 34,146 | $120,195 | dollars as filed | |
| TELOS CORP MD | 87969B101 | COM | 28,339 | $118,743 | dollars as filed | |
| AMPLIFY ETF TR | 032108847 | HIGH INCOME | 10,729 | $118,344 | dollars as filed | |
| IMPERIAL PETE INC | Y3894J187 | COM NEW | 27,511 | $117,748 | dollars as filed | |
| QUAD / GRAPHICS INC | 747301109 | COM CL A | 17,712 | $117,076 | dollars as filed | |
| VILLAGE FARMS INTL INC | 92707Y108 | COM | 40,959 | $116,321 | dollars as filed | |
| EATON VANCE TAX-MANAGED GLOB | 27829F108 | COM | 13,107 | $113,507 | dollars as filed | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 13,968 | $112,297 | dollars as filed | |
| ABERDEEN INCOME CR STRATEGIE | 003057106 | COM | 20,922 | $106,704 | dollars as filed | |
| VOYA GLBL EQTY DIV & PREM OP | 92912T100 | COM | 18,019 | $102,709 | dollars as filed | |
| JOBY AVIATION INC | g65163100 | COMMON STOCK | 12,146 | $100,327 | dollars as filed | |
| COMMUNITY HEALTH SYSTEMS INC | 203668108 | COMMON STOCK | 33,918 | $99,720 | dollars as filed | |
| I-80 GOLD CORP | 44955L106 | COM | 64,616 | $98,216 | dollars as filed | |
| MARA HOLDINGS INC COM | 565788106 | Stock | 11,959 | $97,586 | dollars as filed | |
| COMPASS THERAPEUTICS INC | 20454B104 | COM | 17,894 | $94,659 | dollars as filed | |
| TURBO ENERGY S A | 899924104 | SPON ADS | 35,333 | $94,339 | dollars as filed | |
| ANAVEX LIFE SCIENCES CORP | 032797300 | COM NEW | 30,576 | $93,870 | dollars as filed | |
| REDWIRE CORPORATION | 75776W103 | COM | 10,048 | $85,408 | dollars as filed | |
| KALARIS THERAPEUTICS INC | 482929106 | COM | 14,230 | $82,110 | dollars as filed | |
| NOVONIX LIMITED | 67010L100 | SPONSORED ADS | 110,888 | $76,513 | dollars as filed | |
| AMTD DIGITAL INC | 00180N101 | SPONSORED ADS | 48,033 | $74,931 | dollars as filed | |
| RENEW ENERGY GLOBAL PLC CL A SHS | G7500M104 | Stock | 15,050 | $68,930 | dollars as filed | |
| KRISPY KREME INC | 50101L106 | COMMON STOCK | 20,023 | $67,878 | dollars as filed | |
| FS CREDIT OPPORTUNITIES CORP | 30290Y101 | COMMON STOCK | 13,233 | $67,488 | dollars as filed | |
| THE9 LTD | 88337K401 | SPON ADS | 11,722 | $64,237 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 12,523 | $57,606 | dollars as filed | |
| BRASKEM S A SP ADR PFD A | 105532105 | ADR | 15,676 | $57,374 | dollars as filed | |
| RICHTECH ROBOTICS INC | 765504105 | CL B | 24,370 | $50,934 | dollars as filed | |
| ENDAVA PLC ADS | 29260V105 | ADR | 11,166 | $49,354 | dollars as filed | |
| AMERICAN BITCOIN CORP. | 02462A104 | COM CL A | 51,700 | $47,791 | dollars as filed | |
| DENISON MINES CORP | 248356107 | COM | 13,364 | $47,176 | dollars as filed | |
| ACUMEN PHARMACEUTICALS INC | 00509G209 | CMN | 19,000 | $44,840 | dollars as filed | |
| STANDARD LITHIUM CORP COM | 853606101 | Stock | 12,639 | $43,100 | dollars as filed | |
| KNIGHTSCOPE INC CLASS A | 49907V201 | Equity | 10,059 | $41,946 | dollars as filed | |
| NEUROSENSE THERAPEUTICS LTD | M74240108 | FOREIGN | 50,000 | $37,750 | dollars as filed | |
| AMBEV SA SPONSORED ADR | 02319V103 | ADR | 12,123 | $35,399 | dollars as filed | |
| MARTIN MIDSTREAM PRTNRS L P | 573331105 | UNIT L P INT | 12,347 | $34,077 | dollars as filed | |
| PLUG PWR INC | 72919P202 | COM NEW | 14,138 | $31,951 | dollars as filed | |
| AUTOLUS THERAPEUTICS PLC SPON | 05280R100 | COM | 22,340 | $30,830 | dollars as filed | |
| PROSPECT CAPITAL CORPORATION | 74348T102 | COM | 11,362 | $29,657 | dollars as filed | |
| EVOTEC SE FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | 30050E105 | Equity | 11,828 | $29,570 | dollars as filed | |
| JAGUAR URANIUM CORP | 47010E108 | CL A COM SHS | 10,200 | $28,050 | dollars as filed | |
| ESPERION THERAPEUTICS INC NEW COM | 29664W105 | Stock | 10,053 | $27,545 | dollars as filed | |
| INTEGRA RES CORP | 45826T509 | COM | 10,000 | $27,300 | dollars as filed | |
| STEAKHOLDER FOODS LTD | 583435409 | SPONSORED ADS | 18,640 | $27,028 | dollars as filed | |
| PLANET IMAGE INTL LTD | G7122D102 | USD CL A ORD SHS | 30,247 | $26,451 | dollars as filed | |
| DIANA SHIPPING INC | Y2066G104 | COM | 10,214 | $25,535 | dollars as filed | |
| 3D SYSTEMS CORP | 88554D205 | COMMON STOCK | 13,289 | $24,984 | dollars as filed | |
| AIRSHIP AI HLDGS INC | 008940108 | COM | 11,050 | $24,973 | dollars as filed | |
| GENENTA SCIENCE S P A | 36870W100 | SPONSORED ADS | 37,036 | $24,884 | dollars as filed | |
| INTCHAINS GROUP LTD | 45828E104 | CMN | 16,959 | $20,860 | dollars as filed | |
| HUMACYTE INC | 44486Q103 | COM | 26,500 | $16,078 | dollars as filed | |
| PMV PHARMACEUTICALS INC | 69353Y103 | COM | 12,500 | $15,500 | dollars as filed | |
| MARCHEX INC | 56624R108 | CMN | 10,000 | $15,500 | dollars as filed | |
| CARDIOL THERAPEUTICS INC | 14161Y200 | COM CL A | 10,000 | $13,500 | dollars as filed | |
| EASON TECHNOLOGY LIMITED | 26605Q304 | SPONSORED ADR | 14,787 | $12,103 | dollars as filed | |
| MEREO BIOPHARMA GROUP PLC | 589492107 | CMN | 35,227 | $11,625 | dollars as filed | |
| LION GROUP HOLDING LTD | 53620U706 | SPONSORED ADS | 13,175 | $11,595 | dollars as filed | |
| WHEELS UP EXPERIENCE INC | 96328L205 | COM CL A | 11,571 | $5,976 | dollars as filed | |
| FARADAY FUTURE INTLGT ELEC I | 307359885 | COM NEW CL A | 10,569 | $2,902 | dollars as filed | |
| GABELLI EQUITY TR INC | 362397226 | rt | 402,231 | $2,817 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001062993-26-002523 | this filing | 2026-05-12 | acceptance time not in the bulk data set |