Institutional filer · SEC 13F · Q4 2025
Bell Investment Advisors, Inc
The reported 13F portfolio of Bell Investment Advisors, Inc (CIK 1890149) - top holdings, how concentrated the book is, and what changed last quarter.
- $632.3M
- Reported book
- 1,802
- Positions
- #88
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Bell Investment Advisors, Inc ranks #88 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2025 the reported book is $632.3M across 1,802 positions, a moderately concentrated portfolio.
- $632.3M
- reported 13F value
- 1,802
- disclosed positions
- 10.0%
- in GOLDMAN SACHS ETF TR
- #88
- of 360 filers
Top-5 share 39.8% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Bell Investment Advisors, Inc ranks #88 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Bell Investment Advisors, Inc sits by disclosed position count
Bell Investment Advisors, Inc reports 1,802 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Bell Investment Advisors, Inc vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
1,802 15th of 360 higher than 345 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Bell Investment Advisors, Inc reports a book ($0.63B) spread across 1,802 disclosed positions -- more than the 147-position median among similarly sized filers, a broadly diversified book relative to its size.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1890149 · Q4 2025 $632M book
BOOK-HEAVY · POS-WIDE · CONC-HEAVY · LEAD-HEAVY · PHOTO-FINISH · TREND-UP · FY-SNAPSHOT
- BOOK-HEAVY #88/360
- POS-WIDE 1,802 names
- CONC-HEAVY 40% top-5
- LEAD-HEAVY 10.0% top
- PHOTO-FINISH Blue Fin , .
- TREND-UP Book rising
- FY-SNAPSHOT Q4 2025
Photo-finish peer on reported book: Blue Fin Capital, Inc.
Read with: How to read 13F filings - 1,802 disclosed names — large books need filing mechanics context before position-level reads.
Reported-book neighbourhood · Bell Investment Advisors, Inc
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$632.3M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | GOLDMAN SACHS ETF TR | $63.3M | 10.0% |
| 2 | SCHWAB STRATEGIC TR | $54.8M | 8.7% |
| 3 | VANGUARD SCOTTSDALE FDS | $48.9M | 7.7% |
| 4 | FLEXSHARES TR | $47.0M | 7.4% |
| 5 | ISHARES TR | $37.5M | 5.9% |
| 6 | SCHWAB STRATEGIC TR | $31.0M | 4.9% |
| 7 | SCHWAB STRATEGIC TR | $23.9M | 3.8% |
| 8 | ISHARES TR | $23.1M | 3.6% |
| 9 | SCHWAB STRATEGIC TR | $20.0M | 3.2% |
| 10 | VANGUARD INDEX FDS | $19.5M | 3.1% |
| 11 | ISHARES TR | $16.4M | 2.6% |
| 12 | SCHWAB STRATEGIC TR | $13.7M | 2.2% |
| 13 | INVESCO EXCH TRADED FD TR II | $11.6M | 1.8% |
| 14 | ISHARES INC | $10.5M | 1.7% |
| 15 | SCHWAB STRATEGIC TR | $9.9M | 1.6% |
| 16 | ISHARES TR | $9.5M | 1.5% |
| 17 | SCHWAB STRATEGIC TR | $7.8M | 1.2% |
| 18 | SCHWAB STRATEGIC TR | $7.6M | 1.2% |
| 19 | ISHARES TR | $7.4M | 1.2% |
| 20 | SCHWAB STRATEGIC TR | $7.0M | 1.1% |
| 21 | GOLDMAN SACHS ETF TR | $6.8M | 1.1% |
| 22 | APPLE INC | $6.7M | 1.1% |
| 23 | INVESCO EXCH TRADED FD TR II | $6.6M | 1.0% |
| 24 | VANGUARD SCOTTSDALE FDS | $6.5M | 1.0% |
| 25 | ISHARES TR | $5.9M | 0.9% |
Latest Quarter Trades · Q4 2025
New positions (5)
Complete exits (6)
Frequently Asked Questions
- How big is Bell Investment Advisors, Inc's 13F portfolio?
- Bell Investment Advisors, Inc reports $632.3M of long US-equity positions across 1,802 securities as of Q4 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Bell Investment Advisors, Inc sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Bell Investment Advisors, Inc ranks #88 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Bell Investment Advisors, Inc's largest position?
- Bell Investment Advisors, Inc's largest reported position is GOLDMAN SACHS ETF TR at $63.3M, about 10.0% of its reported book as of Q4 2025.
- What did Bell Investment Advisors, Inc trade last quarter?
- In its Q4 2025 filing, Bell Investment Advisors, Inc opened 5 new positions, added to 82, trimmed 34, exited 6. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Bell Investment Advisors, Inc: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($632.3M here).
Similar holding count
Nearest filers by number of disclosed positions (1,802 here).
Using this filing
- The rankings sort every tracked filer the same way Bell Investment Advisors, Inc was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Blue Fin Capital, Inc. reported the nearest book value ($636.1M) this quarter, a useful scale comparison for Bell Investment Advisors, Inc. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.