운용사 기록 · 과거 분기 (아카이브)

Ameriprise Financial Inc

Minneapolis, MN · CIK 820027 · EDGAR 공시 ↗

Q2 2026 Q1 2026 Q4 2025 변동 ⇄

$442.51B보고된 13F 가치

11,224포지션

21.5%상위 10개 비중

134.00유효 보유 종목

—추정 회전율

+0신규

−0청산

보고된 13F 포트폴리오 가치는 미국 보고 의무 대상 롱 포지션만을 포함하며 — 현금, 채권, 숏 또는 비미국 자산은 제외됩니다. 운용자산(AUM)이 아닙니다. 비교 가능한 이전 공시 없음 — 이번 분기 변경 열을 사용할 수 없습니다.

분기별 보고 가치 Q4 2025 → Q2 2026

섹터 익스포저

금융 서비스 32.2%

기술 26.2%

헬스케어 8.0%

산업재 7.6%

경기소비재 7.1%

커뮤니케이션 서비스 6.9%

필수소비재 3.8%

에너지 2.9%

유틸리티 2.2%

부동산 1.6%

기초소재 1.5%

보고된 보통주 가치 대비 비중; (±pp) 전 분기 대비.

포트폴리오 · Q4 2025

#	증권	비중	가치	주식 수	Δ 주식 수		보유
1	NVDA NVIDIA Corporation	4.0%	$12.03B	64.50M	—	n/c	1
2	MSFT Microsoft Corporation	3.6%	$10.61B	21.94M	—	n/c	1
3	AAPL Apple Inc.	2.8%	$8.47B	31.15M	—	n/c	1
4	GOOGL Alphabet Inc.	2.5%	$7.52B	24.03M	—	n/c	1
5	AVGO Broadcom Inc.	1.9%	$5.93B	17.13M	—	n/c	1
6	AMZN Amazon.com, Inc.	1.8%	$5.01B	21.70M	—	n/c	1
7	JPM JPMorgan Chase & Co.	1.4%	$4.61B	14.30M	—	n/c	1
8	IVV iShares Core S&P 500 ETF	1.2%	$4.41B	6.44M	—	n/c	1
9	META Meta Platforms, Inc.	1.2%	$3.87B	5.86M	—	n/c	1
10	LRCX Lam Research Corporation	0.9%	$3.57B	20.87M	—	n/c	1
11	V Visa Inc.	1.1%	$3.17B	9.02M	—	n/c	1
12	GOOG Alphabet Inc.	0.9%	$3.14B	10.01M	—	n/c	1
13	BAC Bank of America Corporation	0.8%	$2.94B	53.46M	—	n/c	1
14	QQQ Invesco QQQ Trust, Series 1	0.6%	$2.51B	4.08M	—	n/c	1
15	BE Bloom Energy Corporation	0.6%	$2.39B	27.51M	—	n/c	1
16	JNJ Johnson & Johnson	0.6%	$2.36B	11.41M	—	n/c	1
17	AAPL Apple Inc.	2.8%	$2.35B	8.64M	—	n/c	1
18	CVX Chevron Corporation	0.6%	$2.27B	14.91M	—	n/c	1
19	WMT Walmart Inc.	0.8%	$2.24B	20.09M	—	n/c	1
20	WFC Wells Fargo & Company	0.6%	$2.22B	23.78M	—	n/c	1
21	VOO Vanguard S&P 500 ETF	0.7%	$2.19B	3.49M	—	n/c	1
22	CSCO Cisco Systems, Inc.	0.6%	$2.16B	28.01M	—	n/c	1
23	XONA.DE Exxon Mobil Corporation	0.6%	$2.16B	17.92M	—	n/c	1
24	VTV Vanguard Morningstar Value…	0.5%	$2.12B	11.12M	—	n/c	1
25	MSFT Microsoft Corporation	3.6%	$2.08B	4.30M	—	n/c	1
26	MS Morgan Stanley	0.6%	$2.07B	11.67M	—	n/c	1
27	NVDA NVIDIA Corporation	4.0%	$2.00B	10.76M	—	n/c	1
28	NVDA NVIDIA Corporation	4.0%	$2.00B	10.70M	—	n/c	1
29	SPY State Street SPDR S&P 500…	0.5%	$1.98B	2.91M	—	n/c	1
30	CRM Salesforce, Inc.	0.5%	$1.98B	7.49M	—	n/c	1
31	VUG Vanguard Morningstar Growth…	0.4%	$1.88B	3.86M	—	n/c	1
32	GOOGL Alphabet Inc.	2.5%	$1.87B	5.96M	—	n/c	1
33	PG The Procter & Gamble Company	0.5%	$1.86B	12.97M	—	n/c	1
34	AMAT Applied Materials, Inc.	0.6%	$1.83B	7.13M	—	n/c	1
35	LLY Eli Lilly and Company	0.7%	$1.83B	1.70M	—	n/c	1
36	ABBV AbbVie Inc.	0.5%	$1.82B	7.96M	—	n/c	1
37	DIS The Walt Disney Company	0.5%	$1.72B	15.14M	—	n/c	1
38	MSFT Microsoft Corporation	3.6%	$1.72B	3.55M	—	n/c	1
39	TSLA Tesla, Inc.	0.5%	$1.66B	3.69M	—	n/c	1
40	PH Parker-Hannifin Corporation	0.4%	$1.65B	1.88M	—	n/c	1
41	AMZN Amazon.com, Inc.	1.8%	$1.58B	6.86M	—	n/c	1
42	BLK BlackRock, Inc.	0.4%	$1.52B	1.42M	—	n/c	1
43	XLK State Street Technology…	0.3%	$1.52B	10.57M	—	n/c	1
44	BNY Bank of New York Mellon Corp	0.4%	$1.50B	12.88M	—	n/c	1
45	IEF iShares 7-10 Year Treasury…	0.3%	$1.44B	15.04M	—	n/c	1
46	AVGO Broadcom Inc.	1.9%	$1.44B	4.16M	—	n/c	1
47	CB Chubb Limited	0.4%	$1.40B	4.50M	—	n/c	1
48	IBM International Business…	0.4%	$1.40B	4.72M	—	n/c	1
49	MBB iShares MBS ETF	0.3%	$1.39B	14.62M	—	n/c	1
50	QCOM QUALCOMM Incorporated	0.4%	$1.36B	7.95M	—	n/c	1
51	GD General Dynamics Corporation	0.4%	$1.34B	3.99M	—	n/c	1
52	ADI Analog Devices, Inc.	0.4%	$1.34B	4.95M	—	n/c	1
53	C Citigroup Inc.	0.4%	$1.32B	11.30M	—	n/c	1
54	NVDA NVIDIA Corporation	4.0%	$1.31B	7.05M	—	n/c	1
55	MRVL Marvell Technology, Inc.	0.3%	$1.30B	15.30M	—	n/c	1
56	BMY Bristol-Myers Squibb Company	0.3%	$1.30B	24.07M	—	n/c	1
57	TEL TE Connectivity plc	0.4%	$1.28B	5.62M	—	n/c	1
58	JPM JPMorgan Chase & Co.	1.4%	$1.23B	3.81M	—	n/c	1
59	ABT Abbott Laboratories	0.4%	$1.21B	9.63M	—	n/c	1
60	T AT&T Inc.	0.3%	$1.15B	46.14M	—	n/c	1
61	TJX The TJX Companies, Inc.	0.4%	$1.12B	7.31M	—	n/c	1
62	WDC Western Digital Corporation	0.3%	$1.12B	6.52M	—	n/c	1
63	HD The Home Depot, Inc.	0.4%	$1.10B	3.21M	—	n/c	1
64	MRK Merck & Co., Inc.	0.4%	$1.10B	10.48M	—	n/c	1
65	MO Altria Group, Inc.	0.3%	$1.10B	19.10M	—	n/c	1
66	COP ConocoPhillips	0.3%	$1.10B	11.75M	—	n/c	1
67	HON Honeywell International Inc.	0.3%	$1.10B	5.62M	—	n/c	1
68	SPYG State Street SPDR Portfolio…	0.2%	$1.10B	10.29M	—	n/c	1
69	GOOGL Alphabet Inc.	2.5%	$1.08B	3.46M	—	n/c	1
70	ANET Arista Networks, Inc.	0.3%	$1.07B	8.15M	—	n/c	1
71	IVW iShares S&P 500 Growth ETF	0.2%	$1.04B	8.43M	—	n/c	1
72	MCD McDonald's Corporation	0.3%	$1.03B	3.38M	—	n/c	1
73	AMZN Amazon.com, Inc.	1.8%	$1.03B	4.46M	—	n/c	1
74	ETR Entergy Corporation	0.3%	$994.47M	10.76M	—	n/c	1
75	VO Vanguard Morningstar…	0.2%	$984.17M	3.39M	—	n/c	1
76	IWY iShares Russell Top 200…	0.2%	$979.47M	3.54M	—	n/c	1
77	IVV iShares Core S&P 500 ETF	1.2%	$975.28M	1.42M	—	n/c	1
78	MSFT Microsoft Corporation	3.6%	$972.75M	2.01M	—	n/c	1
79	AXP American Express Company	0.3%	$953.69M	2.58M	—	n/c	1
80	IEFA iShares Core MSCI EAFE ETF	0.3%	$951.59M	10.64M	—	n/c	1
81	V Visa Inc.	1.1%	$945.53M	2.71M	—	n/c	1
82	KLAC KLA Corporation	0.3%	$945.01M	777.57K	—	n/c	1
83	AGG iShares Core U.S. Aggregate…	0.3%	$940.67M	9.42M	—	n/c	1
84	EBAY eBay Inc.	0.2%	$940.46M	10.80M	—	n/c	1
85	VOO Vanguard S&P 500 ETF	0.7%	$936.84M	1.49M	—	n/c	1
86	BA The Boeing Company	0.3%	$931.80M	4.29M	—	n/c	1
87	DYNF iShares U.S. Equity Factor…	0.2%	$931.54M	15.32M	—	n/c	1
88	CME CME Group Inc.	0.2%	$915.23M	3.35M	—	n/c	1
89	UNH UnitedHealth Group…	0.3%	$909.59M	2.76M	—	n/c	1
90	KO The Coca-Cola Company	0.3%	$902.40M	12.91M	—	n/c	1
91	CMCSA Comcast Corporation	0.3%	$897.56M	30.03M	—	n/c	1
92	ORCL Oracle Corporation	0.3%	$892.03M	4.58M	—	n/c	1
93	WM Waste Management, Inc.	0.3%	$890.19M	4.05M	—	n/c	1
94	UNP Union Pacific Corporation	0.3%	$887.50M	3.84M	—	n/c	1
95	TXN Texas Instruments…	0.2%	$885.19M	5.10M	—	n/c	1
96	VZ Verizon Communications Inc.	0.2%	$884.47M	21.72M	—	n/c	1
97	PM Philip Morris International…	0.2%	$883.38M	5.51M	—	n/c	1
98	MA Mastercard Incorporated	0.5%	$867.77M	1.52M	—	n/c	1
99	VRTX Vertex Pharmaceuticals…	0.2%	$851.74M	1.88M	—	n/c	1
100	ADP Automatic Data Processing…	0.2%	$842.52M	3.27M	—	n/c	1
101	PNC The PNC Financial Services…	0.2%	$831.45M	3.98M	—	n/c	1
102	USIG iShares Broad USD…	0.2%	$817.11M	15.91M	—	n/c	1
103	TER Teradyne, Inc.	0.2%	$814.97M	4.21M	—	n/c	1
104	AAPL Apple Inc.	2.8%	$807.26M	2.97M	—	n/c	1
105	MDT Medtronic plc	0.3%	$797.04M	8.30M	—	n/c	1
106	QUAL iShares MSCI USA Quality…	0.2%	$783.73M	3.95M	—	n/c	1
107	PEP PepsiCo, Inc.	0.2%	$778.45M	5.42M	—	n/c	1
108	LIN Linde plc	0.3%	$769.23M	1.80M	—	n/c	1
109	CSX CSX Corporation	0.2%	$761.26M	21.00M	—	n/c	1
110	BKNG Booking Holdings Inc.	0.2%	$732.97M	136.86K	—	n/c	1
111	GILD Gilead Sciences, Inc.	0.2%	$732.33M	5.97M	—	n/c	1
112	INTU Intuit Inc.	0.2%	$730.81M	1.10M	—	n/c	1
113	SO The Southern Company	0.2%	$725.77M	8.32M	—	n/c	1
114	COST Costco Wholesale Corporation	0.3%	$725.24M	838.77K	—	n/c	1
115	TT Trane Technologies plc	0.2%	$725.18M	1.86M	—	n/c	1
116	VTI Vanguard Morningstar Total…	0.2%	$723.32M	2.15M	—	n/c	1
117	VEA Vanguard FTSE Developed…	0.2%	$713.72M	11.43M	—	n/c	1
118	VLO Valero Energy Corporation	0.2%	$706.89M	4.34M	—	n/c	1
119	GS The Goldman Sachs Group…	0.4%	$703.34M	799.09K	—	n/c	1
120	NFLX Netflix, Inc.	0.3%	$702.17M	7.49M	—	n/c	1
121	IGSB iShares 1-5 Year Investment…	0.2%	$700.57M	13.15M	—	n/c	1
122	DBEF Xtrackers MSCI EAFE Hedged…	0.2%	$684.35M	14.22M	—	n/c	1
123	IWF iShares Russell 1000 Growth…	0.2%	$679.45M	1.44M	—	n/c	1
124	RSP Invesco S&P 500 Equal…	0.2%	$678.28M	3.54M	—	n/c	1
125	GS The Goldman Sachs Group…	0.4%	$677.67M	770.96K	—	n/c	1
126	IDEV iShares Core MSCI…	0.2%	$668.86M	8.15M	—	n/c	1
127	META Meta Platforms, Inc.	1.2%	$656.40M	987.46K	—	n/c	1
128	IVE iShares S&P 500 Value ETF	0.1%	$648.94M	3.06M	—	n/c	1
129	SPHQ Invesco S&P 500 Quality ETF	0.1%	$644.44M	8.58M	—	n/c	1
130	GLD SPDR Gold Shares	0.1%	$641.66M	1.62M	—	n/c	1
131	AAPL Apple Inc.	2.8%	$638.87M	2.35M	—	n/c	1
132	MA Mastercard Incorporated	0.5%	$636.52M	1.11M	—	n/c	1
133	AVGO Broadcom Inc.	1.9%	$628.33M	1.82M	—	n/c	1
134	WT WisdomTree, Inc.	0.3%	$627.22M	7.01M	—	n/c	1
135	QQQM Invesco NASDAQ 100 ETF	0.1%	$626.67M	2.48M	—	n/c	1
136	RDVY First Trust Rising Dividend…	0.1%	$625.76M	9.01M	—	n/c	1
137	CI Cigna Corporation	0.2%	$622.92M	2.26M	—	n/c	1
138	DTE DTE Energy Company	0.2%	$621.72M	4.82M	—	n/c	1
139	TJX The TJX Companies, Inc.	0.4%	$617.21M	4.01M	—	n/c	1
140	NTAP NetApp, Inc.	0.2%	$616.34M	5.76M	—	n/c	1
141	SCHW The Charles Schwab…	0.2%	$616.19M	6.17M	—	n/c	1
142	VB Vanguard Morningstar…	0.1%	$616.02M	2.39M	—	n/c	1
143	LYFT Lyft, Inc.	0.1%	$614.00M	31.70M	—	n/c	1
144	AMAT Applied Materials, Inc.	0.6%	$607.38M	2.36M	—	n/c	1
145	PANW Palo Alto Networks, Inc.	0.2%	$605.44M	3.29M	—	n/c	1
146	SNPS Synopsys, Inc.	0.2%	$603.38M	1.28M	—	n/c	1
147	MRSH Marsh & McLennan Companies…	0.2%	$602.31M	3.25M	—	n/c	1
148	CVS CVS Health Corp.	0.1%	$599.31M	7.55M	—	n/c	1
149	AZN AstraZeneca PLC	0.2%	$598.74M	6.51M	—	n/c	1
150	VYM Vanguard High Dividend…	0.1%	$598.27M	4.16M	—	n/c	1
151	XLF State Street Financial…	0.1%	$596.75M	10.90M	—	n/c	1
152	TSM Taiwan Semiconductor…	0.3%	$593.95M	1.95M	—	n/c	1
153	IAU iShares Gold Trust	0.1%	$588.59M	7.25M	—	n/c	1
154	RTX RTX Corporation	0.2%	$585.16M	3.19M	—	n/c	1
155	ADBE Adobe Inc.	0.2%	$584.94M	1.67M	—	n/c	1
156	AEE Ameren Corporation	0.1%	$580.59M	5.81M	—	n/c	1
157	IJH iShares Core S&P Mid-Cap ETF	0.1%	$578.66M	8.77M	—	n/c	1
158	SCHG Schwab U.S. Large-Cap…	0.1%	$572.61M	17.56M	—	n/c	1
159	VIG Vanguard Dividend…	0.1%	$571.51M	2.60M	—	n/c	1
160	AMT American Tower Corporation	0.2%	$570.71M	3.25M	—	n/c	1
161	ITW Illinois Tool Works Inc.	0.1%	$564.34M	2.29M	—	n/c	1
162	PLTR Palantir Technologies Inc.	0.2%	$560.78M	3.15M	—	n/c	1
163	PCG PG&E Corporation	0.1%	$560.53M	34.88M	—	n/c	1
164	IQLT iShares MSCI Intl Quality…	0.1%	$551.13M	12.12M	—	n/c	1
165	MDLZ Mondelez International, Inc.	0.2%	$550.05M	10.22M	—	n/c	1
166	WMT Walmart Inc.	0.8%	$549.80M	4.93M	—	n/c	1
167	ACN Accenture plc	0.1%	$549.44M	2.05M	—	n/c	1
168	TSM Taiwan Semiconductor…	0.3%	$548.78M	1.81M	—	n/c	1
169	GPN Global Payments Inc.	0.1%	$539.78M	6.97M	—	n/c	1
170	AGG iShares Core U.S. Aggregate…	0.3%	$534.83M	5.35M	—	n/c	1
171	EQIX Equinix, Inc.	0.1%	$534.37M	697.45K	—	n/c	1
172	NDAQ Nasdaq, Inc.	0.1%	$531.62M	5.46M	—	n/c	1
173	IJR iShares Core S&P Small-Cap…	0.1%	$527.66M	4.39M	—	n/c	1
174	GLW Corning Inc	0.2%	$527.25M	6.02M	—	n/c	1
175	RECS Columbia Research Enhanced…	0.1%	$523.92M	12.83M	—	n/c	1
176	SMTC Semtech Corporation	0.1%	$522.80M	7.09M	—	n/c	1
177	AMD Advanced Micro Devices, Inc.	0.2%	$519.15M	2.42M	—	n/c	1
178	LOW Lowe's Companies, Inc.	0.1%	$518.40M	2.15M	—	n/c	1
179	NOC Northrop Grumman Corporation	0.1%	$518.20M	908.63K	—	n/c	1
180	TMO Thermo Fisher Scientific…	0.2%	$516.63M	891.54K	—	n/c	1
181	GEN Gen Digital Inc.	0.1%	$515.03M	18.94M	—	n/c	1
182	IUSB iShares Core Universal USD…	0.1%	$514.81M	11.06M	—	n/c	1
183	FCX Freeport-McMoRan Inc.	0.1%	$514.72M	10.13M	—	n/c	1
184	VGT Vanguard Information…	0.1%	$513.51M	681.05K	—	n/c	1
185	UBER Uber Technologies, Inc.	0.2%	$513.36M	6.28M	—	n/c	1
186	AVDE Avantis International…	0.1%	$505.68M	6.14M	—	n/c	1
187	VWO Vanguard FTSE Emerging…	0.1%	$503.99M	9.43M	—	n/c	1
188	AEP American Electric Power…	0.2%	$500.91M	4.34M	—	n/c	1
189	LLY Eli Lilly and Company	0.7%	$498.73M	464.07K	—	n/c	1
190	SYNA Synaptics Incorporated	0.1%	$497.94M	6.73M	—	n/c	1
191	NOW ServiceNow, Inc.	0.2%	$494.15M	3.23M	—	n/c	1
192	WIX Wix.com Ltd.	0.1%	$492.27M	4.74M	—	n/c	1
193	HPE Hewlett Packard Enterprise…	0.1%	$492.04M	20.48M	—	n/c	1
194	XONA.DE Exxon Mobil Corporation	0.6%	$488.47M	4.06M	—	n/c	1
195	DGRO iShares Core Dividend…	0.1%	$479.41M	6.91M	—	n/c	1
196	MA Mastercard Incorporated	0.5%	$479.40M	839.63K	—	n/c	1
197	TPR Tapestry, Inc.	0.1%	$471.63M	3.69M	—	n/c	1
198	SPYV State Street SPDR Portfolio…	0.1%	$471.04M	8.29M	—	n/c	1
199	HD The Home Depot, Inc.	0.4%	$467.14M	1.36M	—	n/c	1
200	GDDY GoDaddy Inc.	0.1%	$465.72M	3.75M	—	n/c	1
201	XLI State Street Industrial…	0.1%	$464.10M	2.99M	—	n/c	1
202	MRK Merck & Co., Inc.	0.4%	$463.44M	4.39M	—	n/c	1
203	SCHO Schwab Short-Term U.S.…	0.1%	$462.84M	18.91M	—	n/c	1
204	AMGN Amgen Inc.	0.1%	$462.36M	1.41M	—	n/c	1
205	MET MetLife, Inc.	0.1%	$460.28M	5.83M	—	n/c	1
206	EPAM EPAM Systems, Inc.	0.1%	$451.95M	2.21M	—	n/c	1
207	IEMG iShares Core MSCI Emerging…	0.1%	$451.52M	6.72M	—	n/c	1
208	SPGI S&P Global Inc.	0.2%	$449.23M	859.61K	—	n/c	1
209	XLY State Street Consumer…	0.1%	$446.25M	3.74M	—	n/c	1
210	FTI TechnipFMC plc	0.1%	$446.00M	10.01M	—	n/c	1
211	WM Waste Management, Inc.	0.3%	$443.16M	2.01M	—	n/c	1
212	AES The AES Corporation	0.1%	$443.09M	30.90M	—	n/c	1
213	CMI Cummins Inc.	0.1%	$439.77M	861.36K	—	n/c	1
214	WELL Welltower Inc.	0.1%	$439.63M	2.37M	—	n/c	1
215	XLV State Street Health Care…	0.1%	$439.20M	2.84M	—	n/c	1
216	SJNK State Street SPDR Bloomberg…	0.1%	$439.16M	17.33M	—	n/c	1
217	XLC State Street Communication…	0.1%	$436.09M	3.70M	—	n/c	1
218	SPYM State Street SPDR Portfolio…	0.1%	$435.69M	5.43M	—	n/c	1
219	JGRO JPMorgan Active Growth ETF	0.1%	$430.03M	4.63M	—	n/c	1
220	RWL Invesco S&P 500 Revenue ETF	0.1%	$429.75M	3.75M	—	n/c	1
221	PINS Pinterest, Inc.	0.1%	$429.35M	16.58M	—	n/c	1
222	AIG American International…	0.1%	$429.19M	5.02M	—	n/c	1
223	BINC iShares Flexible Income…	0.1%	$428.73M	8.13M	—	n/c	1
224	GOOG Alphabet Inc.	0.9%	$428.19M	1.36M	—	n/c	1
225	VONG Vanguard Russell 1000…	0.1%	$423.62M	3.48M	—	n/c	1
226	NXPI NXP Semiconductors N.V.	0.1%	$421.75M	1.94M	—	n/c	1
227	BRK-B Berkshire Hathaway Inc.	0.2%	$421.00M	838.10K	—	n/c	1
228	DHR Danaher Corporation	0.1%	$420.96M	1.84M	—	n/c	1
229	COST Costco Wholesale Corporation	0.3%	$420.39M	487.49K	—	n/c	1
230	LLY Eli Lilly and Company	0.7%	$417.46M	394.28K	—	n/c	1
231	SYK Stryker Corporation	0.1%	$414.04M	1.18M	—	n/c	1
232	LHX L3Harris Technologies, Inc.	0.1%	$412.11M	1.40M	—	n/c	1
233	SYF Synchrony Financial	0.1%	$406.49M	4.87M	—	n/c	1
234	BND Vanguard Total Bond Market…	0.1%	$404.34M	5.46M	—	n/c	1
235	AMZN Amazon.com, Inc.	1.8%	$403.52M	1.75M	—	n/c	1
236	AXP American Express Company	0.3%	$401.26M	1.08M	—	n/c	1
237	NFLX Netflix, Inc.	0.3%	$400.82M	4.29M	—	n/c	1
238	LUV Southwest Airlines Co.	0.1%	$398.65M	9.65M	—	n/c	1
239	SHY iShares 1-3 Year Treasury…	0.1%	$394.89M	4.77M	—	n/c	1
240	MCK McKesson Corporation	0.1%	$391.61M	477.38K	—	n/c	1
241	ORCL Oracle Corporation	0.3%	$389.77M	1.99M	—	n/c	1
242	XYZ Block, Inc.	0.1%	$389.26M	5.98M	—	n/c	1
243	WMB The Williams Companies, Inc.	0.1%	$388.48M	6.46M	—	n/c	1
244	NEE NextEra Energy, Inc.	0.1%	$387.21M	4.82M	—	n/c	1
245	VGIT Vanguard Intermediate-Term…	0.1%	$386.17M	6.44M	—	n/c	1
246	AEP American Electric Power…	0.2%	$385.37M	3.33M	—	n/c	1
247	STZ Constellation Brands, Inc.	0.1%	$382.60M	2.77M	—	n/c	1
248	ALL The Allstate Corporation	0.1%	$379.89M	1.82M	—	n/c	1
249	IWP iShares Russell Mid-Cap…	0.1%	$378.84M	2.77M	—	n/c	1
250	MSI Motorola Solutions, Inc.	0.2%	$377.34M	984.32K	—	n/c	1
251	SPGI S&P Global Inc.	0.2%	$375.39M	717.71K	—	n/c	1
252	BRK-B Berkshire Hathaway Inc.	0.2%	$373.39M	742.84K	—	n/c	1
253	AVGO Broadcom Inc.	1.9%	$370.54M	1.07M	—	n/c	1
254	PLD Prologis, Inc.	0.2%	$368.03M	2.88M	—	n/c	1
255	AON Aon plc	0.1%	$367.93M	1.04M	—	n/c	1
256	ISRG Intuitive Surgical, Inc.	0.2%	$367.46M	648.80K	—	n/c	1
257	VXUS Vanguard Total…	0.1%	$364.96M	4.84M	—	n/c	1
258	V Visa Inc.	1.1%	$364.02M	1.04M	—	n/c	1
259	PRF Invesco RAFI US 1000 ETF	0.1%	$361.55M	7.71M	—	n/c	1
260	CAT Caterpillar Inc.	0.1%	$353.08M	616.33K	—	n/c	1
261	SCHR Schwab Intermediate-Term…	0.1%	$346.74M	13.83M	—	n/c	1
262	WMT Walmart Inc.	0.8%	$346.66M	3.11M	—	n/c	1
263	NEM Newmont Corporation	0.1%	$345.94M	3.46M	—	n/c	1
264	PFE Pfizer Inc.	0.1%	$345.22M	13.86M	—	n/c	1
265	FMDE Fidelity Enhanced Mid Cap…	0.1%	$344.00M	9.45M	—	n/c	1
266	VGLT Vanguard Long-Term Treasury…	0.1%	$343.07M	6.15M	—	n/c	1
267	MTUM iShares MSCI USA Momentum…	0.1%	$342.89M	1.37M	—	n/c	1
268	PLD Prologis, Inc.	0.2%	$342.56M	2.68M	—	n/c	1
269	VCIT Vanguard Intermediate-Term…	0.1%	$340.50M	4.07M	—	n/c	1
270	MTCH Match Group, Inc.	0.1%	$339.23M	10.51M	—	n/c	1
271	WEC WEC Energy Group, Inc.	0.1%	$337.74M	3.20M	—	n/c	1
272	MA Mastercard Incorporated	0.5%	$337.41M	591.04K	—	n/c	1
273	EOG EOG Resources, Inc.	0.1%	$336.70M	3.21M	—	n/c	1
274	CVX Chevron Corporation	0.6%	$335.91M	2.20M	—	n/c	1
275	PKG Packaging Corporation of…	0.1%	$335.33M	1.63M	—	n/c	1
276	IWM iShares Russell 2000 ETF	0.1%	$334.94M	1.36M	—	n/c	1
277	ABBV AbbVie Inc.	0.5%	$330.70M	1.45M	—	n/c	1
278	THC Tenet Healthcare Corporation	0.1%	$330.14M	1.66M	—	n/c	1
279	SBUX Starbucks Corporation	0.1%	$325.59M	3.87M	—	n/c	1
280	TLH iShares 10-20 Year Treasury…	0.1%	$324.83M	3.20M	—	n/c	1
281	BIV Vanguard Intermediate-Term…	0.1%	$324.29M	4.17M	—	n/c	1
282	HWM Howmet Aerospace Inc.	0.1%	$324.21M	1.58M	—	n/c	1
283	TEAM Atlassian Corporation	0.1%	$323.74M	2.00M	—	n/c	1
284	VTRS Viatris Inc.	0.1%	$323.72M	26.00M	—	n/c	1
285	ABT Abbott Laboratories	0.4%	$322.63M	2.60M	—	n/c	1
286	IEI iShares 3-7 Year Treasury…	0.1%	$322.41M	2.70M	—	n/c	1
287	DASH DoorDash, Inc.	0.1%	$322.20M	1.42M	—	n/c	1
288	GLW Corning Inc	0.2%	$321.39M	3.66M	—	n/c	1
289	EXPE Expedia Group, Inc.	0.1%	$319.28M	1.13M	—	n/c	1
290	AVY Avery Dennison Corporation	0.1%	$317.63M	1.75M	—	n/c	1
291	EFV iShares MSCI EAFE Value ETF	0.1%	$315.23M	4.42M	—	n/c	1
292	ON ON Semiconductor Corporation	0.1%	$315.08M	5.82M	—	n/c	1
293	EMR Emerson Electric Co.	0.1%	$314.58M	2.37M	—	n/c	1
294	ETN Eaton Corporation plc	0.2%	$313.54M	984.40K	—	n/c	1
295	MGK Vanguard Morningstar Mega…	0.1%	$312.77M	757.12K	—	n/c	1
296	CHKP Check Point Software…	0.1%	$312.74M	1.69M	—	n/c	1
297	MGV Vanguard Morningstar Mega…	0.1%	$312.05M	2.21M	—	n/c	1
298	PEG Public Service Enterprise…	0.1%	$310.76M	3.87M	—	n/c	1
299	GM General Motors Company	0.1%	$310.49M	3.82M	—	n/c	1
300	META Meta Platforms, Inc.	1.2%	$309.07M	468.22K	—	n/c	1
301	JHMM John Hancock Investments -…	0.1%	$308.84M	4.72M	—	n/c	1
302	ITOT iShares Core S&P Total U.S.…	0.1%	$305.76M	2.06M	—	n/c	1
303	HLT Hilton Worldwide Holdings…	0.1%	$305.67M	1.06M	—	n/c	1
304	B Barrick Mining Corporation	0.1%	$301.21M	6.92M	—	n/c	1
305	MSI Motorola Solutions, Inc.	0.2%	$298.62M	781.79K	—	n/c	1
306	TMUS T-Mobile US, Inc.	0.1%	$298.26M	1.47M	—	n/c	1
307	AVLV Avantis U.S. Large Cap…	0.1%	$298.24M	3.94M	—	n/c	1
308	PNR Pentair plc	0.1%	$297.96M	2.86M	—	n/c	1
309	TTWO Take-Two Interactive…	0.1%	$296.65M	1.16M	—	n/c	1
310	VRSK Verisk Analytics, Inc.	0.1%	$296.64M	1.32M	—	n/c	1
311	FDX FedEx Corporation	0.1%	$296.50M	1.02M	—	n/c	1
312	JEPQ JPMorgan Nasdaq Equity…	0.1%	$292.52M	5.03M	—	n/c	1
313	MPC Marathon Petroleum…	0.1%	$292.25M	1.80M	—	n/c	1
314	BSX Boston Scientific…	0.1%	$287.69M	3.02M	—	n/c	1
315	SWK Stanley Black & Decker, Inc.	0.1%	$285.80M	3.85M	—	n/c	1
316	AEIS Advanced Energy Industries…	0.1%	$283.84M	1.36M	—	n/c	1
317	INSM Insmed Incorporated	0.1%	$281.90M	1.62M	—	n/c	1
318	ETN Eaton Corporation plc	0.2%	$280.75M	881.45K	—	n/c	1
319	VRT Vertiv Holdings Co	0.1%	$280.41M	1.73M	—	n/c	1
320	CNC Centene Corp.	0.1%	$279.55M	6.79M	—	n/c	1
321	XLU State Street Utilities…	0.1%	$279.08M	6.52M	—	n/c	1
322	NKE NIKE, Inc.	0.1%	$278.31M	4.37M	—	n/c	1
323	AVB AvalonBay Communities, Inc.	0.1%	$277.06M	1.53M	—	n/c	1
324	EOG EOG Resources, Inc.	0.1%	$276.15M	2.63M	—	n/c	1
325	TSLA Tesla, Inc.	0.5%	$274.60M	610.56K	—	n/c	1
326	PLTR Palantir Technologies Inc.	0.2%	$274.40M	1.54M	—	n/c	1
327	WDC Western Digital Corporation	0.3%	$273.26M	1.59M	—	n/c	1
328	SAP SAP SE	0.1%	$272.59M	1.13M	—	n/c	1
329	TEL TE Connectivity plc	0.4%	$271.96M	1.20M	—	n/c	1
330	DELL Dell Technologies Inc.	0.1%	$271.53M	2.16M	—	n/c	1
331	ZBH Zimmer Biomet Holdings, Inc.	0.1%	$269.71M	3.00M	—	n/c	1
332	IWR iShares Russell Mid-Cap ETF	0.1%	$269.47M	2.80M	—	n/c	1
333	ISRG Intuitive Surgical, Inc.	0.2%	$269.45M	475.76K	—	n/c	1
334	META Meta Platforms, Inc.	1.2%	$269.23M	407.88K	—	n/c	1
335	CRL Charles River Laboratories…	0.1%	$268.79M	1.35M	—	n/c	1
336	PANW Palo Alto Networks, Inc.	0.2%	$268.52M	1.46M	—	n/c	1
337	GOOG Alphabet Inc.	0.9%	$268.17M	854.57K	—	n/c	1
338	MU Micron Technology, Inc.	0.1%	$267.61M	937.58K	—	n/c	1
339	XLP State Street Consumer…	0.1%	$265.49M	3.42M	—	n/c	1
340	FDL First Trust Morningstar…	0.1%	$264.30M	5.96M	—	n/c	1
341	AER AerCap Holdings N.V.	0.1%	$262.20M	1.81M	—	n/c	1
342	JMTG JPMorgan Mortgage-Backed…	0.1%	$260.81M	5.11M	—	n/c	1
343	TMO Thermo Fisher Scientific…	0.2%	$258.60M	446.29K	—	n/c	1
344	EVTR Eaton Vance Total Return…	0.1%	$257.35M	5.00M	—	n/c	1
345	OKTA Okta, Inc.	0.1%	$253.41M	2.93M	—	n/c	1
346	VV Vanguard Morningstar…	0.1%	$252.40M	801.81K	—	n/c	1
347	VCIT Vanguard Intermediate-Term…	0.1%	$252.26M	3.01M	—	n/c	1
348	USMV iShares MSCI USA Min Vol…	0.1%	$251.38M	2.67M	—	n/c	1
349	XLE State Street Energy Select…	0.1%	$249.10M	5.57M	—	n/c	1
350	CF CF Industries Holdings, Inc.	0.1%	$248.89M	3.22M	—	n/c	1
351	EMXC iShares MSCI Emerging…	0.1%	$248.74M	3.42M	—	n/c	1
352	ADEA Adeia Inc.	0.1%	$248.28M	14.39M	—	n/c	1
353	CRWD CrowdStrike Holdings, Inc.	0.1%	$247.34M	527.64K	—	n/c	1
354	DIA State Street SPDR Dow Jones…	0.1%	$246.41M	512.26K	—	n/c	1
355	LQD iShares iBoxx $ Investment…	0.1%	$245.69M	2.23M	—	n/c	1
356	GEV GE Vernova Inc.	0.1%	$245.64M	375.84K	—	n/c	1
357	SNA Snap-on Incorporated	0.1%	$245.41M	712.14K	—	n/c	1
358	IEFA iShares Core MSCI EAFE ETF	0.3%	$245.31M	2.74M	—	n/c	1
359	CMS CMS Energy Corporation	0.1%	$244.94M	3.50M	—	n/c	1
360	GLDM SPDR Gold MiniShares Trust	0.1%	$244.03M	2.86M	—	n/c	1
361	USB U.S. Bancorp	0.1%	$243.77M	4.57M	—	n/c	1
362	IWD iShares Russell 1000 Value…	0.1%	$242.84M	1.15M	—	n/c	1
363	SBAC SBA Communications…	0.1%	$241.70M	1.25M	—	n/c	1
364	JPM JPMorgan Chase & Co.	1.4%	$241.58M	749.74K	—	n/c	1
365	EFA iShares MSCI EAFE ETF	0.1%	$240.82M	2.51M	—	n/c	1
366	MRSH Marsh & McLennan Companies…	0.2%	$238.43M	1.29M	—	n/c	1
367	QCOM QUALCOMM Incorporated	0.4%	$237.41M	1.35M	—	n/c	1
368	BDX Becton, Dickinson and…	0.1%	$236.82M	1.22M	—	n/c	1
369	EME EMCOR Group, Inc.	0.1%	$236.43M	386.46K	—	n/c	1
370	AZN AstraZeneca PLC	0.2%	$234.33M	2.54M	—	n/c	1
371	KO The Coca-Cola Company	0.3%	$234.26M	3.35M	—	n/c	1
372	MUB iShares National Muni Bond…	0.1%	$234.17M	2.19M	—	n/c	1
373	FTNT Fortinet, Inc.	0.1%	$234.03M	2.87M	—	n/c	1
374	SCHD Schwab U.S. Dividend Equity…	0.1%	$233.16M	8.50M	—	n/c	1
375	MSFT Microsoft Corporation	3.6%	$231.59M	478.87K	—	n/c	1
376	GOOGL Alphabet Inc.	2.5%	$231.39M	739.26K	—	n/c	1
377	APTV Aptiv PLC	0.1%	$230.69M	3.03M	—	n/c	1
378	FNDX Schwab Fundamental U.S.…	0.1%	$230.51M	8.47M	—	n/c	1
379	RH Rh	0.1%	$230.44M	1.85M	—	n/c	1
380	CAT Caterpillar Inc.	0.1%	$228.22M	398.12K	—	n/c	1
381	PSA Public Storage	0.1%	$228.03M	878.57K	—	n/c	1
382	BAI iShares A.I. Innovation and…	0.1%	$227.70M	6.84M	—	n/c	1
383	RL Ralph Lauren Corporation	0.1%	$227.29M	642.76K	—	n/c	1
384	BR Broadridge Financial…	0.1%	$226.94M	1.02M	—	n/c	1
385	VONE Vanguard Russell 1000 ETF	0.1%	$226.24M	732.08K	—	n/c	1
386	GE GE Aerospace	0.1%	$226.18M	734.14K	—	n/c	1
387	AWK American Water Works…	0.1%	$225.83M	1.73M	—	n/c	1
388	LLY Eli Lilly and Company	0.7%	$223.75M	208.20K	—	n/c	1
389	COHR Coherent, Inc.	0.1%	$223.68M	1.21M	—	n/c	1
390	MDLZ Mondelez International, Inc.	0.2%	$223.00M	4.10M	—	n/c	1
391	TLT iShares 20+ Year Treasury…	0.1%	$221.34M	2.54M	—	n/c	1
392	AVEM Avantis Emerging Markets…	0.1%	$220.76M	2.87M	—	n/c	1
393	ESS Essex Property Trust, Inc.	0.1%	$220.00M	833.17K	—	n/c	1
394	STT State Street Corporation	0.1%	$219.57M	1.70M	—	n/c	1
395	LIN Linde plc	0.3%	$218.83M	513.21K	—	n/c	1
396	CTAS Cintas Corporation	0.1%	$218.63M	1.16M	—	n/c	1
397	EIX Edison International	0.1%	$216.32M	3.60M	—	n/c	1
398	ABNB Airbnb, Inc.	0.1%	$213.06M	1.57M	—	n/c	1
399	SDY State Street SPDR S&P…	0.0%	$211.93M	1.52M	—	n/c	1
400	VCSH Vanguard Short-Term…	0.0%	$211.81M	2.66M	—	n/c	1
401	SPG Simon Property Group, Inc.	0.1%	$211.81M	1.14M	—	n/c	1
402	AVUV Avantis U.S. Small Cap…	0.0%	$211.38M	2.07M	—	n/c	1
403	IGIB iShares 5-10 Year…	0.0%	$210.29M	3.90M	—	n/c	1
404	NU Nu Holdings Ltd.	0.1%	$209.60M	12.52M	—	n/c	1
405	JNJ Johnson & Johnson	0.6%	$208.48M	1.01M	—	n/c	1
406	SPBO SS SPDR P CORP BOND ETF	0.1%	$208.20M	7.10M	—	n/c	1
407	PAYX Paychex, Inc.	0.0%	$207.71M	1.85M	—	n/c	1
408	COWZ Pacer US Cash Cows 100 ETF	0.0%	$207.06M	3.44M	—	n/c	1
409	V Visa Inc.	1.1%	$207.02M	590.30K	—	n/c	1
410	AMD Advanced Micro Devices, Inc.	0.2%	$207.02M	1.01M	—	n/c	1
411	GAP The Gap, Inc.	0.1%	$205.36M	8.02M	—	n/c	1
412	JBND JPMorgan Active Bond ETF	0.0%	$205.17M	3.79M	—	n/c	1
413	BCS Barclays PLC	0.0%	$204.59M	7.99M	—	n/c	1
414	MCD McDonald's Corporation	0.3%	$203.58M	666.02K	—	n/c	1
415	OEF iShares S&P 100 ETF	0.0%	$203.26M	592.62K	—	n/c	1
416	SGOV iShares 0-3 Month Treasury…	0.0%	$202.15M	2.01M	—	n/c	1
417	BAC Bank of America Corporation	0.8%	$201.69M	3.67M	—	n/c	1
418	J Jacobs Solutions Inc.	0.1%	$201.61M	1.52M	—	n/c	1
419	A Agilent Technologies, Inc.	0.1%	$199.92M	1.47M	—	n/c	1
420	RACE Ferrari N.V.	0.0%	$198.22M	539.86K	—	n/c	1
421	ICE Intercontinental Exchange…	0.1%	$197.80M	1.22M	—	n/c	1
422	SPTI State Street SPDR Portfolio…	0.0%	$197.13M	6.83M	—	n/c	1
423	JAZZ Jazz Pharmaceuticals plc	0.1%	$197.09M	1.16M	—	n/c	1
424	CEG Constellation Energy…	0.1%	$196.55M	556.31K	—	n/c	1
425	COF Capital One Financial…	0.1%	$193.76M	799.46K	—	n/c	1
426	SPIB State Street SPDR Portfolio…	0.0%	$193.08M	5.71M	—	n/c	1
427	SPEM State Street SPDR Portfolio…	0.0%	$192.42M	4.11M	—	n/c	1
428	AMGN Amgen Inc.	0.1%	$191.42M	584.82K	—	n/c	1
429	CRM Salesforce, Inc.	0.5%	$191.27M	722.21K	—	n/c	1
430	WFC Wells Fargo & Company	0.6%	$190.22M	2.04M	—	n/c	1
431	TSLA Tesla, Inc.	0.5%	$189.85M	422.15K	—	n/c	1
432	HEFA iShares Currency Hedged…	0.0%	$189.56M	4.59M	—	n/c	1
433	DDOG Datadog, Inc.	0.0%	$188.37M	1.39M	—	n/c	1
434	LIN Linde plc	0.3%	$188.37M	441.77K	—	n/c	1
435	JAVA JPMorgan Active Value ETF	0.0%	$188.22M	2.62M	—	n/c	1
436	HIG The Hartford Insurance…	0.1%	$188.01M	1.36M	—	n/c	1
437	SPYD State Street SPDR Portfolio…	0.0%	$186.37M	4.31M	—	n/c	1
438	IWB iShares Russell 1000 ETF	0.0%	$182.14M	487.79K	—	n/c	1
439	PCAR PACCAR Inc	0.0%	$181.86M	1.66M	—	n/c	1
440	TKO TKO Group Holdings, Inc.	0.0%	$181.84M	870.05K	—	n/c	1
441	SMLF iShares U.S. Small-Cap…	0.0%	$179.41M	2.40M	—	n/c	1
442	INTU Intuit Inc.	0.2%	$179.39M	270.82K	—	n/c	1
443	CRWD CrowdStrike Holdings, Inc.	0.1%	$179.36M	384.30K	—	n/c	1
444	SCHW The Charles Schwab…	0.2%	$178.93M	1.79M	—	n/c	1
445	UBER Uber Technologies, Inc.	0.2%	$177.79M	2.18M	—	n/c	1
446	JPST JPMorgan Ultra-Short Income…	0.0%	$177.41M	3.51M	—	n/c	1
447	RBC RBC Bearings Incorporated	0.0%	$177.40M	395.61K	—	n/c	1
448	RCL Royal Caribbean Cruises Ltd.	0.1%	$177.26M	635.24K	—	n/c	1
449	RNG RingCentral, Inc.	0.0%	$177.23M	6.14M	—	n/c	1
450	UAL United Airlines Holdings…	0.0%	$175.70M	1.57M	—	n/c	1
451	VOE Vanguard Morningstar…	0.0%	$175.07M	986.88K	—	n/c	1
452	CRS Carpenter Technology…	0.0%	$174.89M	555.48K	—	n/c	1
453	CSCO Cisco Systems, Inc.	0.6%	$174.53M	2.26M	—	n/c	1
454	ORLY O'Reilly Automotive, Inc.	0.1%	$174.21M	1.91M	—	n/c	1
455	RTX RTX Corporation	0.2%	$173.77M	947.43K	—	n/c	1
456	HWM Howmet Aerospace Inc.	0.1%	$173.52M	846.38K	—	n/c	1
457	ASML ASML Holding N.V.	0.1%	$173.09M	161.78K	—	n/c	1
458	IXUS iShares Core MSCI Total…	0.0%	$172.11M	2.03M	—	n/c	1
459	SLV iShares Silver Trust	0.0%	$171.46M	2.66M	—	n/c	1
460	HSIC Henry Schein, Inc.	0.0%	$170.02M	2.25M	—	n/c	1
461	DKNG DraftKings Inc.	0.0%	$169.78M	4.93M	—	n/c	1
462	JNJ Johnson & Johnson	0.6%	$169.62M	819.63K	—	n/c	1
463	VRT Vertiv Holdings Co	0.1%	$168.94M	1.04M	—	n/c	1
464	GD General Dynamics Corporation	0.4%	$168.56M	500.75K	—	n/c	1
465	RH Rh	0.1%	$168.25M	1.33M	—	n/c	1
466	DAL Delta Air Lines, Inc.	0.0%	$167.69M	2.42M	—	n/c	1
467	BILL Bill.com Holdings, Inc.	0.0%	$167.57M	3.07M	—	n/c	1
468	MU Micron Technology, Inc.	0.1%	$167.53M	587.26K	—	n/c	1
469	MELI MercadoLibre, Inc.	0.1%	$167.26M	83.03K	—	n/c	1
470	MS Morgan Stanley	0.6%	$166.60M	934.56K	—	n/c	1
471	ITA iShares U.S. Aerospace &…	0.0%	$165.45M	770.61K	—	n/c	1
472	FTLS First Trust Long/Short…	0.0%	$165.36M	2.33M	—	n/c	1
473	BSX Boston Scientific…	0.1%	$164.94M	1.73M	—	n/c	1
474	BR Broadridge Financial…	0.1%	$164.46M	736.90K	—	n/c	1
475	CTAS Cintas Corporation	0.1%	$161.56M	859.05K	—	n/c	1
476	WT WisdomTree, Inc.	0.3%	$160.08M	3.18M	—	n/c	1
477	ETR Entergy Corporation	0.3%	$159.11M	1.72M	—	n/c	1
478	CARR Carrier Global Corporation	0.0%	$158.74M	3.00M	—	n/c	1
479	IWV iShares Russell 3000 ETF	0.0%	$158.05M	408.57K	—	n/c	1
480	COR Cencora, Inc.	0.1%	$158.05M	467.94K	—	n/c	1
481	JAAA Janus Henderson AAA CLO ETF	0.0%	$158.04M	3.13M	—	n/c	1
482	IDV iShares International…	0.0%	$157.29M	3.98M	—	n/c	1
483	EXAS Exact Sciences Corporation	0.0%	$157.11M	1.55M	—	n/c	1
484	BX Blackstone Inc.	0.1%	$156.76M	1.02M	—	n/c	1
485	CAG Conagra Brands, Inc.	0.0%	$156.29M	9.03M	—	n/c	1
486	WT WisdomTree, Inc.	0.3%	$156.25M	1.77M	—	n/c	1
487	VYMI Vanguard International High…	0.0%	$155.57M	1.73M	—	n/c	1
488	FESM Fidelity Enhanced Small Cap…	0.0%	$154.69M	4.09M	—	n/c	1
489	MSFT Microsoft Corporation	3.6%	$154.54M	319.55K	—	n/c	1
490	PRMB Primo Brands Corporation	0.0%	$154.47M	9.45M	—	n/c	1
491	IWS iShares Russell Mid-Cap…	0.0%	$154.38M	1.09M	—	n/c	1
492	EA Electronic Arts Inc.	0.0%	$154.20M	754.65K	—	n/c	1
493	TTWO Take-Two Interactive…	0.1%	$153.97M	600.94K	—	n/c	1
494	PEP PepsiCo, Inc.	0.2%	$153.52M	1.07M	—	n/c	1
495	CELH Celsius Holdings, Inc.	0.0%	$152.00M	3.32M	—	n/c	1
496	VTEB Vanguard Tax-Exempt Bond ETF	0.0%	$151.27M	3.01M	—	n/c	1
497	VBR Vanguard Morningstar…	0.0%	$149.82M	707.46K	—	n/c	1
498	C Citigroup Inc.	0.4%	$149.05M	1.27M	—	n/c	1
499	SCHZ Schwab U.S. Aggregate Bond…	0.0%	$148.66M	6.36M	—	n/c	1
500	LQD iShares iBoxx $ Investment…	0.1%	$148.08M	1.35M	—	n/c	1

보통주(SH) 포지션만 해당; 옵션 라인은 옵션 탭에 표시되며 순액 처리되지 않습니다. ✂ = 분할 조정 이전 주식 수 대비 산출된 변동. "Held N+" = 조회 기간 내 매 분기 보유, 실제 보유 기간은 더 길 수 있음.

기초 자산	유형	기초 주식 수	보고 가치
QQQ	Put	300.80K	$184.78M
BE	Call	570.80K	$49.60M
GRAB	Call	4.89M	$24.43M
CRM	Call	55.10K	$14.60M
ABNB	Call	79.70K	$10.82M
SMH	Put	17.40K	$6.27M
SNDK	Put	20.90K	$4.96M
RCL	Call	13.40K	$3.74M
CVNA	Put	5.90K	$2.49M
AMZN	Call	9.40K	$2.17M
CRDO	Put	14.50K	$2.09M
MKSI	Put	11.60K	$1.85M
SEI	Put	34.90K	$1.60M
CORT	Put	23.70K	$824,760
LIF	Call	9.40K	$602,916

13F는 옵션의 명목 가치(기초 주식 수 및 시장가치)를 보고하지만 행사가격, 만기일, 매수·매도 여부는 포함되지 않으므로 방향성을 추론할 수 없습니다. 방법론

포지션 보유 기간

38660–1 분기

현재 각 포지션이 데이터 조회 기간 내에서 보고된 연속 분기 수.

유사 운용사

운용사	공통 보유 종목	종목 중복	가중 유사도
BlackRock	3418	61.7%	0.9011	비교 ⇄
Bank of New York Mellon Corp	3137	65.1%	0.9004	비교 ⇄
Northern Trust Corp	3031	59.2%	0.8987	비교 ⇄
UBS AM, a distinct business unit of UBS…	3018	67.3%	0.8916	비교 ⇄
Nuveen, LLC	2877	61.9%	0.8855	비교 ⇄
Russell Investments Group, Ltd.	3188	65.8%	0.8805	비교 ⇄
Goldman Sachs Group	3382	61.8%	0.8782	비교 ⇄
Quantinno Capital Management LP	2887	66.5%	0.8655	비교 ⇄

보고된 롱 포지션만의 유사도 — 헤지 및 비13F 자산은 표시되지 않습니다. 방법론

공시 기록

Aug 14 2026 13F-HR · 기간 Q2 2026

$494.69B · 11,508 포지션 · 원본 SEC 제출 서류 보기 ↗

Jul 17 2026 13F-HR/A · 기간 Q1 2026

$2.47M · 2 포지션 · 수정 공시 (new holdings) · 원본 SEC 제출 서류 보기 ↗

Jul 17 2026 13F-HR/A · 기간 Q1 2026

$431.78B · 11,197 포지션 · 수정 공시 (restatement) · 원본 SEC 제출 서류 보기 ↗

May 15 2026 13F-HR · 기간 Q1 2026

$431.76B · 11,197 포지션 · 원본 SEC 제출 서류 보기 ↗

Feb 17 2026 13F-HR · 기간 Q4 2025

$442.51B · 11,224 포지션 · 원본 SEC 제출 서류 보기 ↗

Nov 14 2025 13F-HR · 기간 Q3 2025

$435.39B · 11,107 포지션 · 원본 SEC 제출 서류 보기 ↗

Aug 14 2025 13F-HR · 기간 Q2 2025

$405.72B · 10,976 포지션 · 원본 SEC 제출 서류 보기 ↗

출처: SEC EDGAR의 해당 운용사 13F 정보 테이블에서 파싱된 모든 보유 종목; 보고된 값 기준, 미국 달러 전액. 변동은 분할 조정 주식 수 기준으로 각 분기의 최종 접수 버전(수정본 반영)을 비교합니다. 보고 기간: Q4 2025 · 최근 공시 Aug 14, 2026 · 변동 산출 방법론

☆ Ameriprise Financial Inc

Ameriprise Financial Inc