Holdings
Annex Advisory Services, LLC
As of Sep 30, 2026, Annex Advisory Services, LLC reported 362 positions worth US$5.86B. Largest: Goldman Sachs ActiveBeta International Equity ETF, VictoryShares Core Plus Bond ETF and Avantis U.S. Equity ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Goldman Sachs ActiveBeta International Equity ETF | 6.44M | US$295M | new | Sep 30, 2026 |
| VictoryShares Core Plus Bond ETF | 14M | US$288M | new | Sep 30, 2026 |
| Avantis U.S. Equity ETF | 2.17M | US$277M | new | Sep 30, 2026 |
| Dimensional US Core Equity Market ETF | 4.78M | US$250M | new | Sep 30, 2026 |
| iShares U.S. Equity Factor ETF | 3.11M | US$242M | new | Sep 30, 2026 |
| ALPS/SMITH Core Plus Bond ETF | 8.02M | US$197M | new | Sep 30, 2026 |
| Dimensional International Core Equity Market ETF | 4.59M | US$190M | new | Sep 30, 2026 |
| Apple Inc | 545K | US$182M | +91,508 | Sep 30, 2026 |
| Avantis Emerging Markets Equity ETF | 1.67M | US$157M | new | Sep 30, 2026 |
| Nvidia Corporation | 669K | US$153M | +11,950 | Sep 30, 2026 |