Bell Investment Advisors, Inc
Follow13F filer, CIK 1890149, ORINDA, CA
Bell Investment Advisors, Inc reported $581,564,616 across 1,879 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-11. Its ten largest share positions make up 59.02% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001890149-25-000005
- Period
- 2025-06-30
- Reported value
- $582M
- Holdings
- 1,879
- Top 10 weight
- 59.02%
- New
- 99
- Sold out
- 124
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VTECadded | +35,821 | $3.5M |
| VMBSadded | +41,297 | $1.91M |
| TLTadded | +21,082 | $1.86M |
| GBILadded | +13,551 | $1.36M |
| PRFZadded | +28,314 | $1.15M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| CMFreduced | -55,377 | -$3.09M |
| SCHXreduced | -71,632 | -$1.75M |
| FNDAreduced | -58,081 | -$1.66M |
| AORreduced | -19,317 | -$1.19M |
| VGLTreduced | -10,662 | -$598K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 1,879 share positions
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| DFISDIMENSIONAL ETF TRUST | 2,994 | $77.4K | shares |
| BIVVANGUARD BD INDEX FDS | 782 | $59.9K | shares |
| FBNDFIDELITY MERRIMACK STR TR | 1,233 | $56.3K | shares |
| VBKVANGUARD INDEX FDS | 179 | $45.1K | shares |
| IAGGISHARES TR | 817 | $40.8K | shares |
| XLFSELECT SECTOR SPDR TR | 748 | $37.3K | shares |
| USIGISHARES TR | 592 | $30.2K | shares |
| TBLLINVESCO EXCH TRADED FD TR II | 214 | $22.6K | shares |
| DISCOVER FINL SVCSDISCOVER FINL SVCS | 66 | $11.3K | shares |
| LIONS GATE ENTMNT CORPLIONS GATE ENTMNT CORP | 851 | $6.74K | shares |
| PATTERSON COS INCPATTERSON COS INC | 212 | $6.62K | shares |
| BEACON ROOFING SUPPLY INCBEACON ROOFING SUPPLY INC | 47 | $5.81K | shares |
| UNITED STATES STL CORP NEWUNITED STATES STL CORP NEW | 118 | $4.99K | shares |
| SNAPSNAP INC | 550 | $4.79K | shares |
| IVZINVESCO LTD | 267 | $4.05K | shares |
| IOSPINNOSPEC INC | 40 | $3.79K | shares |
| HIMXHIMAX TECHNOLOGIES INC | 513 | $3.77K | shares |
| BANCOLOMBIA S ABANCOLOMBIA S A | 86 | $3.46K | shares |
| CRTOCRITEO S A | 96 | $3.4K | shares |
| AMBAAMBARELLA INC | 59 | $2.97K | shares |
| INTRA-CELLULAR THERAPIES INCINTRA-CELLULAR THERAPIES INC | 22 | $2.9K | shares |
| CTSCTS CORP | 69 | $2.87K | shares |
| VECOVEECO INSTRS INC DEL | 123 | $2.47K | shares |
| NFENEW FORTRESS ENERGY INC | 277 | $2.3K | shares |
| AESIATLAS ENERGY SOLUTIONS INC | 120 | $2.14K | shares |
| ZGNERMENEGILDO ZEGNA N V | 282 | $2.09K | shares |
| BERRY GLOBAL GROUP INCBERRY GLOBAL GROUP INC | 28 | $1.96K | shares |
| OSISKO GOLD ROYALTIES LTDOSISKO GOLD ROYALTIES LTD | 91 | $1.92K | shares |
| LPGDORIAN LPG LTD | 82 | $1.83K | shares |
| LBRTLIBERTY ENERGY INC | 111 | $1.76K | shares |
| AERAERCAP HOLDINGS NV | 17 | $1.74K | shares |
| WKWORKIVA INC | 22 | $1.67K | shares |
| ACADACADIA PHARMACEUTICALS INC | 91 | $1.51K | shares |
| AGMFEDERAL AGRIC MTG CORP | 8 | $1.5K | shares |
| CLFCLEVELAND-CLIFFS INC NEW | 176 | $1.45K | shares |
| CSTMCONSTELLIUM SE | 142 | $1.43K | shares |
| HSAIHESAI GROUP | 94 | $1.39K | shares |
| TNCTENNANT CO | 17 | $1.36K | shares |
| MERUS N VMERUS N V | 31 | $1.3K | shares |
| COLMCOLUMBIA SPORTSWEAR CO | 17 | $1.29K | shares |
| EFOREVERFORTH INC | 18 | $1.14K | shares |
| CONCONCENTRA GROUP HOLDINGS PAR | 51 | $1.11K | shares |
| CPTCAMDEN PPTY TR | 9 | $1.1K | shares |
| CORZCORE SCIENTIFIC INC NEW | 148 | $1.07K | shares |
| ENSGENSIGN GROUP INC | 8 | $1.04K | shares |
| CACCCREDIT ACCEP CORP MICH | 2 | $1.03K | shares |
| RRRRED ROCK RESORTS INC | 23 | $998 | shares |
| SFBSSERVISFIRST BANCSHARES INC | 12 | $992 | shares |
| FRSHFRESHWORKS INC | 69 | $974 | shares |
| COHUCOHU INC | 64 | $942 | shares |
| BURBURFORD CAPITAL LIMITED | 70 | $925 | shares |
| HUBGHUB GROUP INC | 24 | $893 | shares |
| NEVRO CORPNEVRO CORP | 152 | $888 | shares |
| BEAMBEAM THERAPEUTICS INC | 43 | $840 | shares |
| BRZEBRAZE INC | 23 | $830 | shares |
| HRMYHARMONY BIOSCIENCES HLDGS IN | 23 | $764 | shares |
| HLMNHILLMAN SOLUTIONS CORP | 81 | $712 | shares |
| APLSAPELLIS PHARMACEUTICALS INC | 32 | $700 | shares |
| JBDIJBDI HOLDINGS LTD | 730 | $680 | shares |
| DVAXDYNAVAX TECHNOLOGIES CORP | 51 | $662 | shares |
| HCMHUTCHMED CHINA LTD | 37 | $557 | shares |
| NCNONCINO INC | 20 | $550 | shares |
| HKDAMTD DIGITAL INC | 258 | $547 | shares |
| CURBCURBLINE PPTYS CORP | 22 | $533 | shares |
| KWKENNEDY-WILSON HOLDINGS INC | 61 | $530 | shares |
| FFWMFIRST FNDTN INC | 102 | $530 | shares |
| DAYDAYFORCE INC | 9 | $525 | shares |
| HLLYHOLLEY INC | 202 | $520 | shares |
| MATVMATIV HOLDINGS INC | 83 | $518 | shares |
| SQMSOCIEDAD QUIMICA Y MINERA DE | 13 | $517 | shares |
| WDWALKER & DUNLOP INC | 6 | $513 | shares |
| SGSWEETGREEN INC | 20 | $501 | shares |
| ASTSAST SPACEMOBILE INC | 22 | $501 | shares |
| KSSKOHLS CORP | 61 | $499 | shares |
| COMPCOMPASS INC | 57 | $498 | shares |
| SITIO ROYALTIES CORPSITIO ROYALTIES CORP | 25 | $497 | shares |
| KWRQUAKER HOUGHTON | 4 | $495 | shares |
| BROSDUTCH BROS INC | 8 | $494 | shares |
| TROXTRONOX HOLDINGS PLC | 70 | $493 | shares |
| LEGLEGGETT & PLATT INC | 62 | $491 | shares |
| TENBTENABLE HLDGS INC | 14 | $490 | shares |
| MTRNMATERION CORP | 6 | $490 | shares |
| Vital Energy IncVital Energy Inc | 23 | $489 | shares |
| SBSWSIBANYE STILLWATER LTD | 106 | $486 | shares |
| AVADEL PHARMACEUTICALSAVADEL PHARMACEUTICALS | 62 | $486 | shares |
| PUBMPUBMATIC INC | 53 | $485 | shares |
| SLDPSOLID POWER INC | 459 | $482 | shares |
| KRTKARAT PACKAGING INC | 18 | $479 | shares |
| GUESS? INCGUESS? INC | 43 | $477 | shares |
| FLGFLAGSTAR BANK NATIONAL ASSOC | 41 | $477 | shares |
| WNCWABASH NATL CORP | 43 | $476 | shares |
| POLESTAR AUTOMOTIVE HLDG UKPOLESTAR AUTOMOTIVE HLDG UK | 451 | $474 | shares |
| SRISTONERIDGE INC | 102 | $469 | shares |
| BLMNBLOOMIN BRANDS INC | 65 | $467 | shares |
| DINDINE BRANDS GLOBAL INC | 20 | $466 | shares |
| ENVXENOVIX CORPORATION | 63 | $463 | shares |
| NBRNABORS INDUSTRIES LTD | 11 | $459 | shares |
| MGNIMAGNITE INC | 40 | $457 | shares |
| MLCOMELCO RESORTS AND ENTMNT LTD | 86 | $454 | shares |
| CNTACENTESSA PHARMACEUTICALS PLC | 31 | $446 | shares |
| USLMUNITED STS LIME & MINERALS I | 5 | $442 | shares |
| AUBATLANTIC UN BANKSHARES CORP | 14 | $436 | shares |
| AMPHAMPHASTAR PHARMACEUTICALS IN | 15 | $435 | shares |
| ARRYARRAY TECHNOLOGIES INC | 89 | $434 | shares |
| FTECFIDELITY COVINGTON TRUST | 3 | $426 | shares |
| VICRVICOR CORP | 9 | $422 | shares |
| DOCNDIGITALOCEAN HLDGS INC | 12 | $401 | shares |
| CWENACLEARWAY ENERGY INC | 14 | $399 | shares |
| SCLSTEPAN CO | 7 | $386 | shares |
| VNETVNET GROUP INC | 47 | $386 | shares |
| LECOLINCOLN ELEC HLDGS INC | 2 | $379 | shares |
| LAZRQLUMINAR TECHNOLOGIES INC. COM | 61 | $329 | shares |
| KOSKOSMOS ENERGY LTD | 140 | $320 | shares |
| UECURANIUM ENERGY CORP | 65 | $311 | shares |
| PHOENIX MTR INCPHOENIX MTR INC | 872 | $304 | shares |
| SMRNUSCALE PWR CORP | 21 | $298 | shares |
| IMTXIMMATICS N.V | 64 | $289 | shares |
| OKLOOKLO INC | 12 | $260 | shares |
| RXSTRXSIGHT INC | 9 | $228 | shares |
| BCYCBICYCLE THERAPEUTICS PLC | 22 | $187 | shares |
| XRXXEROX HOLDINGS CORP | 37 | $179 | shares |
| IOVAIOVANCE BIOTHERAPEUTICS INC | 43 | $144 | shares |
| ORANGEKLOUD TECHNOLOGY INCORANGEKLOUD TECHNOLOGY INC | 174 | $123 | shares |
| MURAL ONCOLOGY PUB LTD COMURAL ONCOLOGY PUB LTD CO | 4 | $6 | shares |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001890149-25-000005 | base | 2025-08-11 | acceptance time not in the bulk data set |