EdgeMarket › What Clearwater Capital Advisors, Llc reported owning
What Clearwater Capital Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.2BPositions
177Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NEAR iShares Short Duration Bond Active ETF | 158.5M | 12.8% | 3.1M | 50.55 | -1.1% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 81.7M | 6.6% | 930.2K | 99.29 | +14.2% |
| LRGF iShares U.S. Equity Factor ETF | 74.5M | 6.0% | 1.1M | 77.96 | +18.0% |
| INTF iShares International Equity Factor ETF | 73.8M | 6.0% | 1.9M | 43.14 | +21.2% |
| BINC iShares Flexible Income Active ETF | 67.7M | 5.5% | 1.3M | 52.00 | -1.7% |
| BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 55.5M | 4.5% | 1.2M | 45.12 | -2.1% |
| SPDW State Street SPDR Portfolio Developed World ex | 51.4M | 4.2% | 1.1M | 52.02 | +24.4% |
| LMBS First Trust Low Duration Opportunities ETF | 45.3M | 3.7% | 909.1K | 49.53 | -0.0% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 41.1M | 3.3% | 521.9K | 97.80 | +53.2% |
| JSI Janus Henderson Securitized Income ETF | 39.8M | 3.2% | 771.1K | 51.08 | -3.0% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bo | 38.6M | 3.1% | 734.4K | 52.11 | -1.4% |
| SMLF iShares U.S. Small-Cap Equity Factor ETF | 36.2M | 2.9% | 479.2K | 89.29 | +26.8% |
| AVXC Avantis Emerging Markets ex-China Equity ETF | 31.4M | 2.5% | 464.8K | 81.59 | +43.2% |
| MBB iShares MBS ETF | 30.9M | 2.5% | 325.0K | 93.12 | -0.6% |
| GDX VanEck Gold Miners ETF | 25.9M | 2.1% | 281.8K | 102.83 | +76.3% |
| SCHX Schwab U.S. Large-Cap ETF | 24.6M | 2.0% | 958.3K | 30.21 | +19.6% |
| JMUB JPMorgan Municipal ETF | 24.0M | 1.9% | 480.4K | 49.69 | +0.5% |
| AVLV Avantis U.S. Large Cap Value ETF | 19.3M | 1.6% | 238.8K | 94.64 | +34.1% |
| SCHA Schwab U.S. Small-Cap ETF | 18.1M | 1.5% | 624.1K | 34.83 | +32.4% |
| SCHM Schwab U.S. Mid Cap ETF | 14.6M | 1.2% | 473.0K | 36.16 | +25.4% |
| MUB iShares National Muni Bond ETF | 14.4M | 1.2% | 135.9K | 105.34 | +1.2% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 13.3M | 1.1% | 211.6K | 94.85 | +31.9% |
| EZM WisdomTree U.S. MidCap Fund | 12.9M | 1.0% | 191.7K | 76.67 | +19.0% |
| BOTZ Global X Robotics & Artificial Intelligence ET | 12.4M | 1.0% | 373.4K | 36.04 | +8.6% |
| AAPL Apple Inc. | 12.3M | 1.0% | 48.6K | 309.35 | +36.9% |
| FIW First Trust Water ETF | 11.6M | 0.9% | 113.0K | 111.14 | -1.5% |
| AGG iShares Core U.S. Aggregate Bond ETF | 9.7M | 0.8% | 97.3K | 97.35 | -1.7% |
| SCHC Schwab International Small-Cap Equity ETF | 9.5M | 0.8% | 203.2K | 51.25 | +17.4% |
| ARKF ARK Blockchain & Fintech Innovation ETF | 9.3M | 0.8% | 245.6K | 45.72 | -13.1% |
| VUG Vanguard Morningstar Growth ETF | 9.2M | 0.7% | 21.1K | 87.50 | +15.9% |
| XT iShares Future Exponential Technologies ETF | 8.6M | 0.7% | 126.3K | 82.90 | +24.6% |
| SUB iShares Short-Term National Muni Bond ETF | 7.5M | 0.6% | 70.4K | 106.30 | -0.6% |
| WCLD WisdomTree Cloud Computing Fund | 7.1M | 0.6% | 261.0K | 40.69 | +20.7% |
| XC WisdomTree True Emerging Markets Fund | 7.0M | 0.6% | 224.5K | 32.67 | -5.1% |
| IBRX ImmunityBio, Inc. | 5.5M | 0.4% | 717.5K | 7.79 | +244.7% |
| MSFT MICROSOFT CORP | 5.3M | 0.4% | 14.3K | 483.24 | -4.4% |
| SPMB State Street SPDR Portfolio Mortgage Backed Bo | 5.3M | 0.4% | 236.4K | 21.96 | -0.5% |
| SCZ iShares MSCI EAFE Small-Cap ETF | 4.8M | 0.4% | 60.7K | 86.60 | +14.8% |
| SCHO Schwab Short-Term U.S. Treasury ETF | 4.7M | 0.4% | 194.3K | 24.10 | -1.0% |
| DLN WisdomTree U.S. LargeCap Dividend Fund | 4.7M | 0.4% | 52.5K | 100.73 | +18.5% |
| SCHF Schwab International Equity ETF | 4.4M | 0.4% | 176.1K | 28.46 | +24.7% |
| SNSR Global X Internet of Things ETF | 3.8M | 0.3% | 103.3K | 47.25 | +26.4% |
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity | 3.6M | 0.3% | 28.7K | 146.19 | +16.7% |
| NVDA NVIDIA CORP | 3.4M | 0.3% | 19.8K | 214.72 | +22.4% |
| IVV iShares Core S&P 500 ETF | 3.0M | 0.2% | 4.6K | 769.31 | +20.0% |
| GSIE Goldman Sachs ActiveBeta International Equity | 2.8M | 0.2% | 65.0K | 48.15 | +17.5% |
| FMB First Trust Managed Municipal ETF | 2.8M | 0.2% | 54.6K | 50.18 | +0.9% |
| AMZN AMAZON COM INC | 2.5M | 0.2% | 12.1K | 258.63 | +15.6% |
| VUSB Vanguard Ultra-Short Bond ETF | 2.1M | 0.2% | 42.4K | 49.75 | -0.2% |
| RING iShares MSCI Global Gold Miners ETF | 2.0M | 0.2% | 24.7K | 90.85 | +83.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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