Catalyst Capital Advisors LLC
Annual return '25
+14.2%
SPY '25
+17.7%
Alpha
-3.6ptsvs SPY
Invested
$5.4B
Holdings
364
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IWB
ISHARES TR
Q1 2026: Exited (was 1.46M shares)
10.9%
02
$IJH
ISHARES TR
Q1 2026: Exited (was 7.79M shares)
10.4%
03
$IWM
ISHARES TR
Q1 2026: Exited (was 1.43M shares)
7.4%
04
$USMV
ISHARES TR
Q1 2026: Exited (was 3.75M shares)
7.3%
05
$VWO
VANGUARD INTL EQUITY INDEX F
Q1 2026: Exited (was 6.21M shares)
7.1%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Exited (was 466.8k shares)
6.4%
07
$IJR
ISHARES TR
Q1 2026: Exited (was 2.22M shares)
5.7%
08
$VOO
VANGUARD INDEX FDS
Q1 2026: Exited (was 228.0k shares)
2.8%
09
$INDA
ISHARES TR
Q1 2026: Exited (was 2.39M shares)
2.7%
10
$VV
VANGUARD INDEX FDS
Q1 2026: Exited (was 378.4k shares)
2.5%
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 09:50 UTC.