Catalyst Capital Advisors LLC Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$4.9B

Holdings

380

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (380 positions)

#StockSharesValue% PortfolioType
1
IWBISHARES TR
1,462,605$546.2M11.22%
2
IJHISHARES TR
7,792,453$514.3M10.56%
3
USMVISHARES TR
3,752,960$353.4M7.26%
4
IWMISHARES TR
1,431,749$352.4M7.24%
5
VWOVANGUARD INTL EQUITY INDEX F
6,211,582$333.9M6.86%
6
SPYSPDR S&P 500 ETF TR
466,818$318.3M6.54%
7
IJRISHARES TR
2,221,679$267.0M5.48%
8
VOOVANGUARD INDEX FDS
227,957$143.0M2.94%
9
INDAISHARES TR
2,393,426$129.4M2.66%
10
VVVANGUARD INDEX FDS
378,439$119.1M2.45%
11
DFACDIMENSIONAL ETF TRUST
2,939,529$116.4M2.39%
12
VOVANGUARD INDEX FDS
379,615$110.2M2.26%
13
VNQVANGUARD INDEX FDS
1,174,363$103.9M2.13%
14
VBVANGUARD INDEX FDS
323,914$83.6M1.72%
15
IWRISHARES TR
685,140$66.0M1.35%
16
IQLTISHARES TR
1,431,920$65.1M1.34%
17
EWTISHARES INC
1,023,668$65.0M1.34%
18
EWJISHARES INC
759,224$61.3M1.26%
19
EWUISHARES TR
1,281,507$56.4M1.16%
20
DFAEDIMENSIONAL ETF TRUST
1,569,653$51.1M1.05%
21
DFICDIMENSIONAL ETF TRUST
1,454,948$50.1M1.03%
22
QUALISHARES TR
212,601$42.2M0.87%
23
DUHPDIMENSIONAL ETF TRUST
986,101$37.5M0.77%
24
ETENERGY TRANSFER L P
2,014,200$33.2M0.68%
25
LNGCHENIERE ENERGY INC
166,728$32.4M0.67%
26
TRGPTARGA RES CORP
174,928$32.3M0.66%
27
EWLISHARES INC
500,955$30.0M0.62%
28
NEXTNEXTDECADE CORP
4,642,512$24.5M0.50%
29
EWAISHARES INC
816,234$21.4M0.44%
30
EWCISHARES INC
394,205$21.3M0.44%
31
EWZISHARES INC
659,985$21.0M0.43%
32
EWWISHARES INC
297,086$20.6M0.42%
33
EPIWISDOMTREE TR
440,569$20.4M0.42%
34
VGVENTURE GLOBAL INC
2,871,398$19.6M0.40%
35
BKLNINVESCO EXCH TRADED FD TR II
901,688$18.9M0.39%
36
SRLNSSGA ACTIVE ETF TR
374,591$15.5M0.32%
37
OKEONEOK INC NEW
208,333$15.3M0.31%
38
KMIKINDER MORGAN INC DEL
556,180$15.3M0.31%
39
WMBWILLIAMS COS INC
254,192$15.3M0.31%
40
PPLPEMBINA PIPELINE CORP
399,887$15.2M0.31%
41
ENBENBRIDGE INC
317,006$15.2M0.31%
42
TRPTC ENERGY CORP
268,698$14.8M0.30%
43
EPDENTERPRISE PRODS PARTNERS L
458,840$14.7M0.30%
44
MPLXMPLX LP
274,980$14.7M0.30%
45
WESWESTERN MIDSTREAM PARTNERS L
369,992$14.6M0.30%
46
KNTKKINETIK HOLDINGS INC
401,767$14.5M0.30%
47
EWHISHARES INC
638,585$13.6M0.28%
48
PAGPPLAINS GP HLDGS L P
693,523$13.3M0.27%
49
DTMDT MIDSTREAM INC
110,308$13.2M0.27%
50
EWSISHARES INC
475,622$13.1M0.27%
51
AGGISHARES TR
118,496$11.8M0.24%
52
EWPISHARES INC
204,438$11.0M0.23%
53
TSMTAIWAN SEMICONDUCTOR MFG LTD
27,250$8.3M0.17%
54
VGKVANGUARD INTL EQUITY INDEX F
96,955$8.1M0.17%
55
EWQISHARES INC
178,952$8.1M0.17%
56
APHAMPHENOL CORP NEW
54,705$7.4M0.15%
57
EZAISHARES INC
106,287$7.3M0.15%
58
TWO 6.25 01/15/26TWO HARBORS INVENTMENT CORPO
7,225,000$7.2M0.15%
59
NVSNNOVARTIS AG
47,642$6.6M0.13%
60
VCSHVANGUARD SCOTTSDALE FDS
81,223$6.5M0.13%
61
NDQINVESCO QQQ TR
10,274$6.3M0.13%
62
FLEXFLEX LTD
101,525$6.1M0.13%
63
PULSPGIM ETF TR
119,165$5.9M0.12%
64
GOOGLALPHABET INC
18,843$5.9M0.12%
65
AMZNAMAZON COM INC
25,418$5.9M0.12%
66
MSFTMICROSOFT CORP
11,894$5.7M0.12%
67
HESMHESS MIDSTREAM LP
163,561$5.6M0.12%
68
EWMISHARES INC
206,182$5.6M0.12%
69
AXPAMERICAN EXPRESS CO
14,080$5.2M0.11%
70
GLDMWORLD GOLD TR
56,300$4.8M0.10%
71
HOODROBINHOOD MKTS INC
40,698$4.6M0.09%
72
GLWCORNING INC
51,800$4.5M0.09%
73
SOBOSOUTH BOW CORP
161,679$4.4M0.09%
74
METAMETA PLATFORMS INC
6,684$4.4M0.09%
75
IGSBISHARES TR
82,764$4.4M0.09%
76
RLRALPH LAUREN CORP
11,925$4.2M0.09%
77
PMT 5.5 03/15/26PENNYMAC CORP
4,203,000$4.2M0.09%
78
THD*ISHARES INC
70,522$4.2M0.09%
79
CAHCARDINAL HEALTH INC
20,425$4.2M0.09%
80
HBC2HSBC HLDGS PLC
53,125$4.2M0.09%
81
CSCOCISCO SYS INC
53,196$4.1M0.08%
82
TUR*ISHARES INC
107,637$3.7M0.08%
83
UBERUBER TECHNOLOGIES INC
45,000$3.7M0.08%
84
PLTRPALANTIR TECHNOLOGIES INC
20,597$3.7M0.08%
85
T7DTRANSDIGM GROUP INC
2,726$3.6M0.07%
86
EXPEEXPEDIA GROUP INC
12,775$3.6M0.07%
87
RDDTREDDIT INC
15,500$3.6M0.07%
88
SNYSANOFI SA
71,528$3.5M0.07%
89
APPAPPLOVIN CORP
5,112$3.4M0.07%
90
CRWDCROWDSTRIKE HLDGS INC
7,269$3.4M0.07%
91
EMEEMCOR GROUP INC
5,425$3.3M0.07%
92
CVXCHEVRON CORP NEW
19,998$3.0M0.06%
93
GOOGALPHABET INC
9,554$3.0M0.06%
94
TAKTAKEDA PHARMACEUTICAL CO LTD
192,000$3.0M0.06%
95
MUMICRON TECHNOLOGY INC
10,325$2.9M0.06%
96
MDTMEDTRONIC PLC
30,550$2.9M0.06%
97
STTSPDR S&P 500 ETF TR
295$2.8M0.06%Call
98
USFDUS FOODS HLDG CORP
35,825$2.7M0.06%
99
FTITECHNIPFMC PLC
59,025$2.6M0.05%
100
NFGNATIONAL FUEL GAS CO
32,045$2.6M0.05%
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