EdgeMarket › What Ally Invest Advisors Inc. reported owning
What Ally Invest Advisors Inc. 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
1.5BPositions
75Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 334.0M | 22.5% | 511.3K | 769.31 | +20.0% |
| VEA Vanguard FTSE Developed Markets ETF | 292.0M | 19.7% | 4.6M | 73.42 | +24.7% |
| BNDX Vanguard Total International Bond ETF | 122.0M | 8.2% | 2.5M | 47.65 | -3.3% |
| IEF iShares 7-10 Year Treasury Bond ETF | 102.1M | 6.9% | 1.1M | 92.82 | -2.8% |
| IJH iShares Core S&P Mid-Cap ETF | 98.6M | 6.6% | 1.5M | 76.77 | +20.8% |
| VWO Vanguard FTSE Emerging Markets ETF | 76.6M | 5.2% | 1.4M | 60.45 | +17.7% |
| VMBS Vanguard Mortgage-Backed Securities ETF | 68.2M | 4.6% | 1.5M | 46.15 | -0.4% |
| IGIB iShares 5-10 Year Investment Grade Corporate B | 60.1M | 4.0% | 1.1M | 52.14 | -2.5% |
| IJR iShares Core S&P Small-Cap ETF | 51.2M | 3.4% | 412.1K | 147.31 | +29.0% |
| ESGU iShares ESG Aware MSCI USA ETF | 49.2M | 3.3% | 348.2K | 167.74 | +20.3% |
| SCHV Schwab U.S. Large-Cap Value ETF | 29.4M | 2.0% | 964.4K | 34.94 | +22.7% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 27.7M | 1.9% | 290.2K | 107.31 | +17.0% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 26.7M | 1.8% | 917.4K | 35.32 | +17.3% |
| MUB iShares National Muni Bond ETF | 26.2M | 1.8% | 246.9K | 105.34 | +1.2% |
| AGG iShares Core U.S. Aggregate Bond ETF | 21.2M | 1.4% | 213.2K | 97.35 | -1.7% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 8.0M | 0.5% | 43.7K | 208.64 | +21.9% |
| ESGE iShares ESG Aware MSCI EM ETF | 7.9M | 0.5% | 173.5K | 53.93 | +33.5% |
| VOT Vanguard Morningstar Mid-Cap Growth ETF | 7.4M | 0.5% | 28.8K | 305.46 | +7.4% |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | 6.8M | 0.5% | 144.6K | 55.83 | +30.2% |
| VYM Vanguard High Dividend Yield ETF | 5.0M | 0.3% | 34.0K | 164.97 | +19.9% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bo | 4.6M | 0.3% | 87.2K | 52.11 | -1.4% |
| VBK Vanguard Morningstar Small-Cap Growth ETF | 4.1M | 0.3% | 13.6K | 358.65 | +26.5% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 4.1M | 0.3% | 18.8K | 249.18 | +22.7% |
| XLK State Street Technology Select Sector SPDR ETF | 3.8M | 0.3% | 28.4K | 183.31 | +41.1% |
| VYMI Vanguard International High Dividend Yield ETF | 3.6M | 0.2% | 38.0K | 105.25 | +24.5% |
| BSV Vanguard Short-Term Bond ETF | 2.9M | 0.2% | 36.4K | 77.57 | -1.4% |
| USXF iShares ESG Advanced MSCI USA ETF | 2.8M | 0.2% | 51.6K | 68.28 | +22.7% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond | 2.8M | 0.2% | 29.7K | 94.72 | +0.9% |
| SUB iShares Short-Term National Muni Bond ETF | 2.6M | 0.2% | 24.5K | 106.30 | -0.6% |
| VTI Vanguard Morningstar Total Stock Market ETF | 2.6M | 0.2% | 8.0K | 378.24 | +20.5% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 2.1M | 0.1% | 44.5K | 46.63 | -1.8% |
| SPIB State Street SPDR Portfolio Intermediate Term | 1.8M | 0.1% | 55.0K | 33.09 | -1.7% |
| VUG Vanguard Morningstar Growth ETF | 1.7M | 0.1% | 4.0K | 87.50 | +15.9% |
| SCHD Schwab US Dividend Equity ETF | 1.6M | 0.1% | 51.0K | 35.11 | +27.6% |
| XLV State Street Health Care Select Sector SPDR ET | 1.2M | 0.1% | 8.2K | 174.62 | +27.0% |
| VTV Vanguard Morningstar Value ETF | 1.2M | 0.1% | 5.9K | 226.40 | +24.6% |
| XLF State Street Financial Select Sector SPDR ETF | 1.1M | 0.1% | 22.3K | 57.48 | +8.7% |
| IEFA iShares Core MSCI EAFE ETF | 959.5K | 0.1% | 10.6K | 100.85 | +16.8% |
| DMXF iShares ESG Advanced MSCI EAFE ETF | 943.9K | 0.1% | 12.5K | 86.85 | +15.5% |
| XT iShares Future Exponential Technologies ETF | 937.6K | 0.1% | 13.8K | 82.90 | +24.6% |
| XLY State Street Consumer Discretionary Select Sec | 923.0K | 0.1% | 8.5K | 118.02 | +3.7% |
| IXUS iShares Core MSCI Total International Stock ET | 922.1K | 0.1% | 10.6K | 97.94 | +22.5% |
| SPLB State Street SPDR Portfolio Long Term Corporat | 903.4K | 0.1% | 40.7K | 21.33 | -5.5% |
| CRBN iShares Low Carbon Optimized MSCI ACWI ETF | 877.5K | 0.1% | 3.9K | 258.93 | +18.7% |
| XLC State Street Communication Services Select Sec | 859.4K | 0.1% | 7.8K | 111.40 | +1.4% |
| PZA Invesco National AMT-Free Municipal Bond ETFo | 850.5K | 0.1% | 37.0K | 22.82 | +3.3% |
| XLI State Street Industrial Select Sector SPDR ETF | 785.7K | 0.1% | 4.9K | 180.25 | +19.2% |
| SKYY First Trust Cloud Computing ETF | 714.6K | 0.0% | 6.5K | 161.23 | +35.3% |
| SPYX State Street SPDR S&P 500 Fossil Fuel Reserves | 693.8K | 0.0% | 13.1K | 62.71 | +19.3% |
| EUSB iShares ESG Advanced Universal USD Bond ETF | 679.9K | 0.0% | 15.6K | 42.80 | -1.5% |
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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