Arkolith/Funds/Verition Fund Management LLC

Verition Fund Management LLC

CIK 1454027
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR/AAmended
Active Filer

Verition Fund Management LLC holds a diversified book of 1442 stocks worth $14.2B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Select Medical Holdings Corp and trimmed Franklin Resources Inc. Their largest long position is Ishares Core S&P 500 ETF at 10% of the equity book. They also disclosed $3.2B in put options (a bearish bet) and $2.2B in call options (bullish), shown separately below and excluded from the equity book.

Opened
1540
bought for the first time
Added to
460
already held, bought more
Trimmed
451
sold some, still holds it
Sold out
472
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
25%
Top 20 holdings
31%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

72% mapped to company sectors

ETF / fund or unclassified
28%
Financials
16%
Information Technology
13%
Industrials
10%
Consumer Discretionary
6%
Health Care
6%
Utilities
5%
Materials
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Verition Fund Management LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.76 / 80$832.9B
JPMORGAN CHASE & CO76 / 80$213.8B
MORGAN STANLEY75 / 80$243.9B
WELLS FARGO & COMPANY/MN75 / 80$68.9B
GOLDMAN SACHS GROUP INC74 / 80$124.3B
UBS Group AG74 / 80$68.5B
CITIGROUP INC74 / 80$22.8B
BNP PARIBAS FINANCIAL MARKETS74 / 80$22.6B

Ranked by the share of each fund's own book sitting in the names it shares with Verition Fund Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,442 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$1.4B1.87M
9.9%
+396%
Added · +1.5M sh
2State STR SPDR S&P 500 ETF T
TR UNIT
$689.0M922.6K
4.8%
+10%
Added · +87K sh
3Warner Bros Discovery Inc
COM SER A
$240.7M9.03M
1.7%
+4.8%
Added · +417K sh
4Norfolk Southn Corp
COM
$238.7M758.7K
1.7%
+3.8%
Added · +28K sh
5Invesco QQQ TR
UNIT SER 1
$221.3M300.6K
1.6%
15×
Added · +280K sh
6Electronic Arts Inc
COM
$219.3M1.07M
1.5%
+30%
Added · +248K sh
7Select Med Hldgs Corp
COM
$198.5M12.03M
1.4%
New
New position
8Micron Technology Inc
COM
$157.9M136.8K
1.1%
+24%
Added · +26K sh
9Aon PLC
SHS CL A
$127.7M385.0K
0.9%
+69%
Added · +157K sh
10Allstate Corp
COM
$104.9M440.9K
0.7%
+17%
Added · +64K sh
11Franklin Resources Inc
COM
$99.2M2.98M
0.7%
−1.4%
Reduced · −42K sh
12Travelers Companies Inc
COM
$98.2M297.4K
0.7%
+15%
Added · +38K sh
13Ishares TR
IBOXX INV CP ETF
$96.0M880.4K
0.7%
New
New position
14Kenvue Inc
COM
$86.8M4.54M
0.6%
+20%
Added · +755K sh
15Alphabet Inc
CAP STK CL A
$78.8M220.5K
0.6%
+299%
Added · +165K sh
16Beacon Financial Corp.
COM
$73.2M2.40M
0.5%
+19%
Added · +388K sh
17Cme Group Inc
COM
$70.5M319.2K
0.5%
366×
Added · +318K sh
18Amazon Com Inc
COM
$69.4M291.1K
0.5%
+19%
Added · +47K sh
19Advanced Micro Devices Inc
COM
$68.7M118.3K
0.5%
+165%
Added · +74K sh
20TXNM Energy Inc
COM
$68.3M1.20M
0.5%
−11%
Reduced · −144K sh
21Taiwan Semiconductor Manufac
SPONSORED ADS
$67.2M140.8K
0.5%
+47%
Added · +45K sh
22Aes Corp
COM
$66.3M4.52M
0.5%
−1.8%
Reduced · −81K sh
23DPC Holdings PLC
ORDINARY SHARES
$66.3M1.35M
0.5%
New
New position
24Old Natl Bancorp Ind
COM
$64.4M2.48M
0.5%
−51%
Reduced · −2.6M sh
25Webster Finl Corp
COM
$64.3M841.8K
0.5%
+27%
Added · +181K sh
26Stmicroelectronics N V
NY REGISTRY
$61.3M818.3K
0.4%
+341%
Added · +633K sh
27Western Digital Corp
COM
$59.5M93.2K
0.4%
+157%
Added · +57K sh
28SPDR Series Trust
ST STR SP REGBNK
$55.0M735.3K
0.4%
+18%
Added · +114K sh
29Alibaba Group Hldg Ltd
NOTE 0.500% 6/0
$54.8M46.40M
0.4%
+364%
Added · +36.4M sh
30On Semiconductor Corp
NOTE 0.500% 3/0
$54.2M44.90M
0.4%
New
New position
31Parker-Hannifin Corp
COM
$53.7M54.9K
0.4%
40×
Added · +54K sh
32Independent BK Corp Mass
COM
$52.5M627.4K
0.4%
−10%
Reduced · −73K sh
33TXNM Energy Inc
NOTE 5.750% 6/0
$52.3M40.00M
0.4%
Held
34Selective Ins Group Inc
COM
$51.8M534.5K
0.4%
+10%
Added · +50K sh
35Entergy Corp New
COM
$51.5M448.0K
0.4%
+82%
Added · +202K sh
36Cloudflare Inc
NOTE 6/1
$50.7M40.00M
0.4%
New
New position
37Alphabet Inc
CAP STK CL C
$49.8M141.0K
0.4%
+165%
Added · +88K sh
38Invesco Exchange Traded FD T
S&P500 EQL WGT
$49.3M231.8K
0.3%
+668%
Added · +202K sh
39Southern Co
COM
$48.7M508.4K
0.3%
84×
Added · +502K sh
40Associated Banc-Corp
COM
$47.6M1.55M
0.3%
−16%
Reduced · −288K sh
41American Elec PWR Co Inc
COM
$47.5M346.9K
0.3%
+46%
Added · +110K sh
42Southstate BK Corp
COM
$46.4M464.0K
0.3%
+98%
Added · +229K sh
43Wesbanco Inc
COM
$46.0M1.18M
0.3%
−21%
Reduced · −317K sh
44Fortune Brands Innovations I
COM
$45.8M834.6K
0.3%
+40%
Added · +240K sh
45Crown Hldgs Inc
COM
$45.5M406.8K
0.3%
+243%
Added · +288K sh
46Trip Com Group Ltd
NOTE 0.750% 6/1
$45.4M45.96M
0.3%
+360%
Added · +36.0M sh
47Penumbra Inc
COM
$44.9M142.3K
0.3%
+109%
Added · +74K sh
48Affirm Hldgs Inc
NOTE 0.750%12/1
$43.9M37.50M
0.3%
−6.3%
Reduced · −2.5M sh
49JPMorgan Chase & Co
COM
$43.5M133.0K
0.3%
+25%
Added · +26K sh
50Caesars Entertainment Inc Ne
COM
$42.8M1.42M
0.3%
+388%
Added · +1.1M sh
Showing 50 of 1,442 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$3.2B
Call notional (bullish)$2.2B
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishINVESCO QQQ TRUST SERIES 1QQQ$711.4M966K
CALL · bullishINVESCO QQQ TRUST SERIES 1QQQ$643.8M874K
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$283.8M380K
PUT · bearishVANECK SEMICONDUCTOR ETFSMH$225.4M344K
CALL · bullishISHARES 20+ YEAR TREASURY BDTLT$195.9M2.3M
PUT · bearishISHR IBX USD HIYLD CB ETF-UIHYG$169.9M2.1M
PUT · bearishISHARES 20+ YEAR TREASURY BDTLT$124.5M1.4M
PUT · bearishISHARES BITCOIN TRUST ETFIBIT$89.6M2.7M
CALL · bullishALPHABET INC-CL AGOOGL$68.5M192K
PUT · bearishPRAXIS PRECISION MEDICINES IPRAX$67.3M201K
PUT · bearishWARNER BROS DISCOVERY INCWBD$66.4M2.5M
PUT · bearishPALANTIR TECHNOLOGIES INC-APLTR$65.7M563K
PUT · bearishSPDR GOLD SHARESGLD$61.4M167K
CALL · bullishALPHABET INC-CL CGOOG$55.9M158K
PUT · bearishISHARES MSCI CANADA ETFEWC$51.9M900K
CALL · bullishBIO-TECHNE CORPTECH$51.0M722K
CALL · bullishCOMCAST CORP-CLASS ACMCSA$48.5M2.0M
PUT · bearishAPPLE INCAAPL$48.4M167K
PUT · bearishISHARES RUSSELL 2000 ETFIWM$45.2M151K
CALL · bullishISHARES RUSSELL 2000 ETFIWM$43.9M146K
PUT · bearishADVANCED MICRO DEVICESAMD$43.8M75K
PUT · bearishALPHABET INC-CL AGOOGL$43.1M121K
PUT · bearishORACLE CORPORCL$43.0M294K
PUT · bearishCROWDSTRIKE HOLDINGS INC - ACRWD$39.8M52K
CALL · bullishWARNER BROS DISCOVERY INCWBD$37.5M1.4M

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 613 option legs.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 20262,055$19.7B13F-HR/A
Q1 2026Mar 31, 2026May 15, 20262,192$15.4B13F-HR
Q4 2025Dec 31, 2025Feb 13, 20263,459$25.5B13F-HR
Q3 2025Sep 30, 2025Nov 14, 20253,721$24.2B13F-HR
Q2 2025Jun 30, 2025Aug 14, 20253,603$22.5B13F-HR
Q1 2025Mar 31, 2025May 15, 20253,285$21.5B13F-HR
Q4 2024Dec 31, 2024Feb 14, 20253,204$25.3B13F-HR
Q3 2024Sep 30, 2024Nov 14, 20243,181$19.9B13F-HR
Q2 2024Jun 30, 2024Aug 14, 20242,970$18.3B13F-HR
Q1 2024Mar 31, 2024May 14, 20242,777$14.6B13F-HR
Q4 2023Dec 31, 2023Feb 14, 20242,315$12.8B13F-HR
Q3 2023Sep 30, 2023Nov 14, 20232,328$8.6B13F-HR
Q2 2023Jun 30, 2023Aug 14, 20232,355$7.5B13F-HR
Q1 2023Mar 31, 2023May 15, 20232,257$7.2B13F-HR
Q4 2022Dec 31, 2022Feb 14, 20232,219$6.4B13F-HR
Q3 2022Sep 30, 2022Jan 18, 20233,341$8.9B13F-HR/A
Q2 2022Jun 30, 2022Aug 30, 20222,740$5.1B13F-HR/A
Q1 2022Mar 31, 2022Jun 2, 20223,236$8.3B13F-HR/A
Q4 2021Dec 31, 2021May 3, 20222,923$13.9B13F-HR/A
Amended / restated
  • Q2 2026 · filed Aug 14, 202613F-HR · superseded
  • Q3 2022 · filed Nov 14, 202213F-HR · superseded
  • Q2 2022 · filed Aug 15, 202213F-HR · superseded
  • Q1 2022 · filed May 13, 202213F-HR · superseded
  • Q4 2021 · filed Feb 14, 202213F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.