Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Industrial Alliance Investment Management Inc. (CIK 1630798) reported $212.5M across 8 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($154.6M, 72.77%), VTI ($23.4M, 11.00%), SPY ($10.6M, 5.00%), VNQ ($9.1M, 4.28%), VEU ($7.9M, 3.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Trust Series 1 | $154.6M | 72.77% | 209,967 | Added |
| 2 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $23.4M | 11.00% | 63,163 | Trimmed |
| 3 | SPY | State Street SPDR S&P 500 ETF Trust | $10.6M | 5.00% | 14,237 | Trimmed |
| 4 | VNQ | VANGUARD REAL ESTATE ETF | $9.1M | 4.28% | 94,190 | Hold |
| 5 | VEU | VANGUARD FTSE ALL-WORLD EX-US ETF | $7.9M | 3.71% | 94,136 | Hold |
| 6 | IEUR | iShares Core MSCI Europe ETF | $4.7M | 2.20% | 62,237 | Trimmed |
| 7 | VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | $2.0M | 0.93% | 26,295 | Added |
| 8 | VGLT | Vanguard Long-Term Treasury ETF | $216,000 | 0.10% | 3,907 | Added |
Source: SEC Form 13F filings · as of 2026-06-30