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Institutional investment manager
STEPHENS INC /AR/
CIK 0000757657
- Reported holdings value
- $8.93B
- Reported positions
- 1,332
- Report as of
- 2026-06-30
- Filed on
- 2026-07-29
Reported holdings & quarterly changes
Compared with Q1 2026. All security classes provided by the filing are included.
| VTI VANGUARD INDEX FDS 922908769 | TOTAL STK MKT Share · SH | 659,346 | $243.98M | 2.73% | +2,162 | +0.33% | Increased |
| AAPL APPLE INC 037833100 | COM Share · SH | 833,376 | $242.13M | 2.71% | +16,651 | +2.04% | Increased |
| QQQ INVESCO QQQ TR 46090E103 | UNIT SER 1 Share · SH | 267,335 | $196.87M | 2.21% | +4,410 | +1.68% | Increased |
| WMT WALMART INC 931142103 | COM Share · SH | 1,587,838 | $180.34M | 2.02% | +47,796 | +3.10% | Increased |
| NVDA NVIDIA CORPORATION 67066G104 | COM Share · SH | 824,241 | $165.34M | 1.85% | +13,803 | +1.70% | Increased |
| AMZN AMAZON COM INC 023135106 | COM Share · SH | 686,863 | $164.32M | 1.84% | +34,398 | +5.27% | Increased |
| AVGO BROADCOM INC 11135F101 | COM Share · SH | 398,533 | $150.81M | 1.69% | -12,789 | -3.11% | Reduced |
| MSFT MICROSOFT CORP 594918104 | COM Share · SH | 390,296 | $145.81M | 1.63% | +7,956 | +2.08% | Increased |
| IWD ISHARES TR 464287598 | RUS 1000 VAL ETF Share · SH | 593,962 | $144.02M | 1.61% | +10,978 | +1.88% | Increased |
| JPM JPMORGAN CHASE & CO 46625H100 | COM Share · SH | 438,978 | $143.98M | 1.61% | +14,908 | +3.52% | Increased |
| IWF ISHARES TR 464287614 | RUS 1000 GRW ETF Share · SH | 1,064,094 | $132.17M | 1.48% | +802,121 | +306.18% | Increased |
| GOOGL ALPHABET INC 02079K305 | CAP STK CL A Share · SH | 351,331 | $125.69M | 1.41% | +9,037 | +2.64% | Increased |
| SPY STATE STR SPDR S&P 500 ETF T 78462F103 | TR UNIT Share · SH | 167,417 | $125.02M | 1.40% | +863 | +0.52% | Increased |
| GOOG ALPHABET INC 02079K107 | CAP STK CL C Share · SH | 320,623 | $113.36M | 1.27% | +11,038 | +3.57% | Increased |
| IWS ISHARES TR 464287473 | RUS MDCP VAL ETF Share · SH | 669,651 | $110.24M | 1.24% | -13,974 | -2.04% | Reduced |
| VTV VANGUARD INDEX FDS 922908744 | VALUE ETF Share · SH | 423,860 | $92.37M | 1.03% | +5,760 | +1.38% | Increased |
| GS GOLDMAN SACHS GROUP INC 38141G104 | COM Share · SH | 85,346 | $86.41M | 0.97% | +4,024 | +4.95% | Increased |
| IOO ISHARES TR 464287572 | GLOBAL 100 ETF Share · SH | 604,847 | $82.62M | 0.93% | +76,649 | +14.51% | Increased |
| VOO VANGUARD INDEX FDS 922908363 | S&P 500 ETF SHS Share · SH | 113,290 | $77.81M | 0.87% | +2,026 | +1.82% | Increased |
| IWV ISHARES TR 464287689 | RUSSELL 3000 ETF Share · SH | 177,801 | $75.81M | 0.85% | +13,640 | +8.31% | Increased |
| VUG VANGUARD INDEX FDS 922908736 | GROWTH ETF Share · SH | 875,866 | $75.45M | 0.85% | +730,599 | +502.94% | Increased |
| VBR VANGUARD INDEX FDS 922908611 | SM CP VAL ETF Share · SH | 302,916 | $73.61M | 0.82% | +29,183 | +10.66% | Increased |
| IWP ISHARES TR 464287481 | RUS MD CP GR ETF Share · SH | 485,385 | $71.08M | 0.80% | -37,976 | -7.26% | Reduced |
| KRUS KURA SUSHI USA INC 501270102 | CL A COM Share · SH | 1,102,847 | $63.48M | 0.71% | -4,416 | -0.40% | Reduced |
| CAT CATERPILLAR INC 149123101 | COM Share · SH | 56,857 | $60.55M | 0.68% | +551 | +0.98% | Increased |
| SCHD SCHWAB STRATEGIC TR 808524797 | US DIVIDEND EQ Share · SH | 1,868,823 | $59.26M | 0.66% | +61,061 | +3.38% | Increased |
| META META PLATFORMS INC 30303M102 | CL A Share · SH | 102,378 | $57.84M | 0.65% | +1,227 | +1.21% | Increased |
| VONG VANGUARD SCOTTSDALE FDS 92206C680 | VNG RUS1000GRW Share · SH | 437,676 | $55.94M | 0.63% | -3,796 | -0.86% | Reduced |
| CSCO CISCO SYS INC 17275R102 | COM Share · SH | 469,615 | $55.18M | 0.62% | -14,021 | -2.90% | Reduced |
| DIA STATE STR SPDR DOW JONES IND 78467X109 | UT SER 1 Share · SH | 102,905 | $53.76M | 0.60% | +8,290 | +8.76% | Increased |
| JNJ JOHNSON & JOHNSON 478160104 | COM Share · SH | 210,285 | $53.65M | 0.60% | +35,987 | +20.65% | Increased |
| BIV VANGUARD BD INDEX FDS 921937819 | INTERMED TERM Share · SH | 683,912 | $52.46M | 0.59% | +74,321 | +12.19% | Increased |
| AMLP ALPS ETF TR 00162Q452 | ALERIAN MLP Share · SH | 1,010,491 | $52.39M | 0.59% | +96 | +0.01% | Increased |
| VBK VANGUARD INDEX FDS 922908595 | SML CP GRW ETF Share · SH | 140,559 | $51.4M | 0.58% | +7,294 | +5.47% | Increased |
| IWR ISHARES TR 464287499 | RUS MID CAP ETF Share · SH | 436,558 | $48.16M | 0.54% | +17,427 | +4.16% | Increased |
| VO VANGUARD INDEX FDS 922908629 | MID CAP ETF Share · SH | 587,191 | $47.31M | 0.53% | +439,106 | +296.52% | Increased |
| VCSH VANGUARD SCOTTSDALE FDS 92206C409 | SHRT TRM CORP BD Share · SH | 583,585 | $46.12M | 0.52% | +3,691 | +0.64% | Increased |
| MA MASTERCARD INCORPORATED 57636Q104 | CL A Share · SH | 88,511 | $45.46M | 0.51% | -3,069 | -3.35% | Reduced |
| LLY ELI LILLY & CO 532457108 | COM Share · SH | 37,094 | $44.73M | 0.50% | +181 | +0.49% | Increased |
| IWM ISHARES TR 464287655 | RUSSELL 2000 ETF Share · SH | 148,311 | $44.56M | 0.50% | +27,616 | +22.88% | Increased |
| DUK DUKE ENERGY CORP NEW 26441C204 | COM NEW Share · SH | 345,986 | $43.86M | 0.49% | +302 | +0.09% | Increased |
| CVX CHEVRON CORPORATION 166764100 | COM Share · SH | 260,627 | $43.33M | 0.49% | -7,409 | -2.76% | Reduced |
| APH AMPHENOL CORP 032095101 | CL A Share · SH | 244,235 | $43.06M | 0.48% | -2,149 | -0.87% | Reduced |
| SGOV ISHARES TR 46436E718 | 0-3 MTH TREASURY Share · SH | 423,052 | $42.59M | 0.48% | — | — | Newly reported |
| XOM EXXON MOBIL CORP 30231G102 | COM Share · SH | 311,060 | $42.53M | 0.48% | -836 | -0.27% | Reduced |
| JPST J P MORGAN EXCHANGE TRADED F 46641Q837 | ULTRA SHRT ETF Share · SH | 826,961 | $41.82M | 0.47% | -2,261 | -0.27% | Reduced |
| FTCB FIRST TR EXCHANGE-TRADED FD 33738D788 | CORE INVESTMENT Share · SH | 2,004,030 | $41.79M | 0.47% | +4,500 | +0.23% | Increased |
| V VISA INC 92826C839 | COM CL A Share · SH | 119,952 | $41.35M | 0.46% | -2,199 | -1.80% | Reduced |
| VRP INVESCO EXCH TRADED FD TR II 46138G870 | VAR RATE PFD Share · SH | 1,641,083 | $39.89M | 0.45% | +162,286 | +10.97% | Increased |
| SHY ISHARES TR 464287457 | 1 3 YR TREAS BD Share · SH | 484,807 | $39.81M | 0.45% | -18,889 | -3.75% | Reduced |
1–50 of 1,489 reported positions and changes
How to read this table
This table shows the institution’s holdings reported to the SEC for the selected quarter and changes compared with the previous quarter.
- Security / CUSIP
- The security’s ticker symbol, such as AAPL, alongside its CUSIP, a unique security identifier. If no ticker is available, the security may be identified by its CUSIP only.
- Class / Position
- The security type or share class as stated in the filing, such as common stock (COM) or a specific class of shares.
- Shares / Units
- The number of shares or units the institution reported holding.
- Value (USD)
- The total value of the position in US dollars as of the reporting date.
- Weight
- The position’s share of the total reported holdings value. For example, a 12.55% weight means AAPL accounts for approximately 12.55% of that reported value.
- Share change
- The change in the number of shares compared with the previous quarter. A plus sign (+) indicates an increase; a minus sign (−) indicates a decrease.
- Change %
- The percentage change in the number of shares compared with the previous quarter. For example, +52.25% means the reported share count increased by approximately 52.25%.
- Reported activity
- Increased: the reported quantity rose. Reduced: it fell. Unchanged: it stayed the same. Newly reported: the position appears in the current filing but not in the previous one. No longer reported: it appeared in the previous filing but not in the current one.
Important: These changes compare quantities reported in filings; they do not necessarily document the exact timing of purchases or sales. In particular, “Newly reported” does not necessarily mean the security was purchased during that quarter.
Source: FMP Ultimate / SEC Form 13F. Report as of 2026-06-30; filed 2026-07-29. Changes compare reported quantities, not confirmed transactions. “Newly reported” and “No longer reported” do not establish exact purchase or sale dates. 13F covers reportable securities, not the institution’s total assets under management.