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Toroso Investments, LLC

CIK:0001600064
Asset Manager
$3B AUM
1,895 holdings
Massapequa, NY, United States
Founded:2012
36 employees
Latest filing:Jun 30, 2025

Toroso Investments, LLC is an asset management and investment advisory firm founded in 2012 specializing in ETF research, model portfolios, and sub-advisory services primarily for financial advisors, wealth managers, and institutions. With headquarters in Massapequa, New York, Toroso is recognized for developing systematic investment solutions and offering ETF-focused expertise. The firm is also affiliated with Tidal Investments, which expands its role in ETF sub-advisory. Toroso is registered with the SEC and manages a range of client portfolios.

Investment Strategy

Toroso Investments, LLC specializes in exchange-traded fund (ETF) based investment strategies, focusing on the design, research, and management of ETF model portfolios. The firm utilizes a rules-based and systematic investment approach, often targeting thematic, income-producing, and alternative asset-class strategies within ETFs. Toroso aims to deliver diversified exposure by constructing portfolios that reflect client risk profiles, with ongoing research and innovation shaping their offerings in the changing ETF landscape. Much of their sub-advisory work involves creating custom ETF solutions for RIAs, wealth managers, and institutional clients.

Latest 13F Filing Activity

Toroso Investments, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,737 equity positions and 115 options positions with a total 13F market value of $17B. The fund increased holdings in Robinhood MKTS Inc., Nvidia Corporation, Microsoft Corp. among other positions. Toroso Investments, LLC reduced exposure to Osisko Gold Royalties LTD, Accenture PLC Ireland, Air Prods & Chems Inc. among others.

Top Buys
H
HOODROBINHOOD MKTS INC
+$138.7M
N
NVDANVIDIA CORPORATION
+$129.6M
M
MSFTMICROSOFT CORP
+$113.4M
C
CDECOEUR MNG INC
+$104.7M
C
COINCOINBASE GLOBAL INC
+$76.9M
Top Sells
O
OROSISKO GOLD ROYALTIES LTD
-$42.4M
A
ACNACCENTURE PLC IRELAND
-$38.2M
A
APDAIR PRODS & CHEMS INC
-$22.8M
M
MSCIMSCI INC
-$21.1M
A
AZEKAZEK CO INC
-$21.0M

Top Holdings

N
NVDANVIDIA CORPORATION
+2.9%$486.3M
M
MSFTMICROSOFT CORP
+2.5%$419.1M
I
IVVISHARES TR
+2.4%$391.5M
A
AAPLAPPLE INC
+2.0%$338.8M
A
AMZNAMAZON COM INC
+1.7%$276.9M

Equity Positions (1,737)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NVIDIA CORPORATION2.92%$486.3M3,078,239$83.29$157.99+$129.6M
MICROSOFT CORP2.52%$419.1M842,563$372.46$497.41+$113.4M
ISHARES TR2.35%$391.5M630,541$546.78$620.90+$8.8M
APPLE INC2.04%$338.8M1,651,143$191.26$205.17+$21.6M
AMAZON COM INC1.66%$276.9M1,262,071$178.30$219.39+$68.8M

Options Positions (115)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
MICROSTRATEGY INCBought
Call
$460.3M1,256$404.23$222.71+26.72+$349.6M
NVIDIA CORPORATIONSold
Call
$240.1M2,265$157.99$114.62-125.14+$220.9M
COINBASE GLOBAL INCSold
Call
$131.2M700$350.49$191.77-349.85+$90.7M
ISHARES BITCOIN TRUST ETFSold
Call
$74.7M238$61.21$52.78-22.4+$22.5M
AMAZON COM INCBought
Call
$45.7M260$219.39$191.40+6.62+$45.6M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+23.6%
SEMICONDUCTORS & RELATED DEVICES
+11.4%
FINANCE SERVICES
+8.3%
MOTOR VEHICLES & PASSENGER CAR BODIES
+6.2%
ELECTRONIC COMPUTERS
+3.4%