Dana Investment Advisors, Inc.
Annual return '25
-1.1%
SPY '25
+17.7%
Alpha
-18.9ptsvs SPY
Invested
$6.7B
Holdings
555
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Held since at least Q1 2024
4.4%
02
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
4.2%
03
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
3.3%
04
$GOOGL
ALPHABET INC
Held since at least Q1 2024
3.1%
05
$AMZN
AMAZON COM INC
Held since at least Q1 2024
2.3%
06
$DUNK
TIDAL TRUST I
Held since at least Q1 2024
2.1%
07
$AVGO
BROADCOM INC
Held since at least Q1 2024
1.6%
08
$META
META PLATFORMS INC
Held since at least Q1 2024
1.5%
09
$V
VISA INC
Held since at least Q1 2024
1.2%
10
$NOW
SERVICENOW INC
Held since at least Q1 2024
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:55 UTC.