★
Trade Filings
المديرون أسهم الإيداعات كبار المستثمرين
إشارات الشراء المؤسسي البيع المؤسسي نشاط المطلعين مراقبة 13D و13G دوران القطاعات
الأدوات فلتر الأسهم أداة تصفية المديرين مقارنة المديرين السلال الإجماعية جميع أدوات البحث واجهة برمجة تطبيقات البيانات
التعلّم والذكاء الاصطناعي تعلّم اسأل البيانات وكلاء الذكاء الاصطناعي
الأخبار ★ تم الحفظ
حول من نحن المنهجية تواصل معنا إخلاء المسؤولية
القارئ
خطط البيانات

تنزيلات البيانات التاريخية — ستُتاح مع الحسابات.

بوابة API

وصول JSON للقراءة فقط ومجاناً إلى البيانات المخزنة مؤقتاً في الموقع.

الوضع الداكن

العرض الموجَّه
جديد على الأسواق (الأسعار والعوائد والأداء منذ بداية العام والقيمة السوقية)؟ نشرح كل مصطلح أثناء تصفحك، بلغة واضحة ومبسّطة. البيانات ذاتها، مع الشرح المدمج.

رأي الخبراء
أنت تعرف السوق بالفعل. البيانات فقط: نظيفة وسريعة ومضغوطة، دون شروحات إضافية. هذا هو العرض الافتراضي.

لغة الواجهة
سجل المدير

Envestnet Asset Management Inc

Berwyn, PA · CIK 1407543 · ملفات EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 الفرق ⇄
$424.24Bقيمة 13F المُبلَّغ عنها
4,825المراكز
20.9%وزن أعلى 10
103.00الحيازات الفعلية
4.8%معدل الدوران التقديري
+289جديد
−164الخروجات

تغطي قيمة محفظة 13F المُبلَّغ عنها المراكز الطويلة الأمريكية القابلة للإبلاغ فحسب — لا النقد أو السندات أو المراكز القصيرة أو الحيازات غير الأمريكية. وهي ليست أصولاً خاضعة للإدارة.

القيمة المُبلَّغ عنها حسب الربع Q4 2025 → Q2 2026
التعرض القطاعي
الخدمات المالية 71.5% (+0.2pp)
التكنولوجيا 9.8% (+1.2pp)
الصناعات 4.1% (+0.0pp)
الرعاية الصحية 3.6% (-0.2pp)
السلع الاستهلاكية الدورية 3.0% (-0.3pp)
خدمات الاتصالات 2.4% (-0.1pp)
السلع الاستهلاكية الدفاعية 1.7% (-0.2pp)
الطاقة 1.4% (-0.3pp)
المرافق 1.0% (-0.1pp)
المواد الأساسية 0.9% (-0.1pp)
العقارات 0.8% (+0.0pp)

حصة من القيمة المُبلَّغ عنها للأسهم العادية؛ (±نقطة مئوية) مقارنةً بالربع السابق.

المحفظة · Q2 2026
#الورقة الماليةالوزنالقيمةالأسهمΔ الأسهممحتفظ به
1 IVV iShares Core S&P 500 ETF 7.3% $31.00B 41.39M +25.6% ▲ Add 3+
2 IUSB iShares Core Universal USD… 2.0% $8.31B 180.01M +35.3% ▲ Add 3+
3 DYNF iShares U.S. Equity Factor… 1.8% $7.69B 113.05M +3.8% ▲ Add 3+
4 VOO Vanguard S&P 500 ETF 1.8% $7.43B 10.82M +1.3% ▲ Add 3+
5 IVW iShares S&P 500 Growth ETF 1.6% $6.78B 49.28M -0.1% ▼ Trim 3+
6 VEA Vanguard FTSE Developed… 1.5% $6.28B 88.11M +2.4% ▲ Add 3+
7 IEMG iShares Core MSCI Emerging… 1.3% $5.72B 69.05M -20.4% ▼ Trim 3+
8 IVE iShares S&P 500 Value ETF 1.2% $5.30B 23.35M -15.8% ▼ Trim 3+
9 VUG Vanguard Morningstar Growth… 1.2% $5.04B 58.56M +12.2% ✂ ▲ Add 3+
10 VTV Vanguard Morningstar Value… 1.2% $5.04B 23.13M +2.4% ▲ Add 3+
11 NVDA NVIDIA Corporation 1.1% $4.78B 23.90M +3.7% ▲ Add 3+
12 IEFA iShares Core MSCI EAFE ETF 1.1% $4.75B 49.15M -3.4% ▼ Trim 3+
13 MSFT Microsoft Corporation 1.0% $4.29B 11.50M -1.3% ▼ Trim 3+
14 AGG iShares Core U.S. Aggregate… 1.0% $4.26B 43.05M -3.4% ▼ Trim 3+
15 AAPL Apple Inc. 1.0% $4.04B 13.98M +4.9% ▲ Add 3+
16 GOVT iShares U.S. Treasury Bond… 0.9% $3.81B 167.20M +8.7% ▲ Add 3+
17 AMZN Amazon.com, Inc. 0.7% $3.10B 13.00M -0.7% ▼ Trim 3+
18 BAI iShares A.I. Innovation and… 0.7% $3.03B 57.57M -13.5% ▼ Trim 3+
19 AVGO Broadcom Inc. 0.7% $2.98B 7.89M +6.7% ▲ Add 3+
20 BNDX Vanguard Total… 0.7% $2.98B 61.52M +3.9% ▲ Add 3+
21 EFG iShares MSCI EAFE Growth ETF 0.7% $2.94B 23.61M +5.4% ▲ Add 3+
22 MBB iShares MBS ETF 0.7% $2.92B 30.91M +6.9% ▲ Add 3+
23 IJH iShares Core S&P Mid-Cap ETF 0.7% $2.87B 37.20M +3.2% ▲ Add 3+
24 MTUM iShares MSCI USA Momentum… 0.6% $2.71B 7.90M -6.8% ▼ Trim 3+
25 GOOGL Alphabet Inc. 0.6% $2.67B 7.48M +2.2% ▲ Add 3+
26 IWF iShares Russell 1000 Growth… 0.6% $2.60B 20.96M -2.0% ✂ ▼ Trim 3+
27 BSV Vanguard Short-Term Bond ETF 0.6% $2.52B 32.32M +2.5% ▲ Add 3+
28 EFV iShares MSCI EAFE Value ETF 0.6% $2.47B 32.27M -45.9% ▼ Trim 3+
29 IJR iShares Core S&P Small-Cap… 0.6% $2.41B 16.22M -9.3% ▼ Trim 3+
30 VWO Vanguard FTSE Emerging… 0.6% $2.40B 40.19M +1.6% ▲ Add 3+
31 JPM JPMorgan Chase & Co. 0.6% $2.38B 7.27M +1.1% ▲ Add 3+
32 QQQM Invesco NASDAQ 100 ETF 0.5% $2.29B 7.56M +2.3% ▲ Add 3+
33 VTI Vanguard Morningstar Total… 0.5% $2.27B 6.14M +1.7% ▲ Add 3+
34 GOOG Alphabet Inc. 0.5% $2.26B 6.40M +1.9% ▲ Add 3+
35 QQQ Invesco QQQ Trust, Series 1 0.5% $2.24B 3.04M +1.0% ▲ Add 3+
36 SCHG Schwab U.S. Large-Cap… 0.5% $2.09B 61.78M -4.2% ▼ Trim 3+
37 XLK State Street Technology… 0.5% $2.08B 10.92M -7.2% ▼ Trim 3+
38 BLCR iShares Large Cap Core… 0.5% $2.06B 40.81M +8.2% ▲ Add 3+
39 VO Vanguard Morningstar… 0.5% $2.00B 24.78M +5.1% ✂ ▲ Add 3+
40 SPYM State Street SPDR Portfolio… 0.5% $1.99B 22.70M +12.0% ▲ Add 3+
41 TLH iShares 10-20 Year Treasury… 0.5% $1.97B 19.65M -14.3% ▼ Trim 3+
42 SPY State Street SPDR S&P 500… 0.5% $1.94B 2.60M +0.7% ▲ Add 3+
43 MUB iShares National Muni Bond… 0.4% $1.89B 17.59M +5.3% ▲ Add 3+
44 BIV Vanguard Intermediate-Term… 0.4% $1.86B 24.24M +2.9% ▲ Add 3+
45 BND Vanguard Total Bond Market… 0.4% $1.85B 25.16M +5.4% ▲ Add 3+
46 CORO iShares International… 0.4% $1.83B 50.08M +2821.3% ▲ Add 2
47 META Meta Platforms, Inc. 0.4% $1.82B 3.24M +2.0% ▲ Add 3+
48 TSM Taiwan Semiconductor… 0.4% $1.80B 3.76M -1.5% ▼ Trim 3+
49 QUAL iShares MSCI USA Quality… 0.4% $1.66B 7.56M -57.5% ▼ Trim 3+
50 IDEF iShares Defense Industrials… 0.4% $1.65B 51.98M +16.7% ▲ Add 2
51 IWD iShares Russell 1000 Value… 0.4% $1.63B 6.72M -2.5% ▼ Trim 3+
52 THRO iShares U.S. Thematic… 0.4% $1.60B 37.17M -32.5% ▼ Trim 3+
53 IWB iShares Russell 1000 ETF 0.4% $1.60B 3.91M -10.0% ▼ Trim 3+
54 AVEM Avantis Emerging Markets… 0.4% $1.56B 16.13M 0.0% ▲ Add 3+
55 BDYN iShares Dynamic Equity… 0.4% $1.55B 55.77M +2.3% ▲ Add 3+
56 IEF iShares 7-10 Year Treasury… 0.3% $1.45B 15.38M +4.3% ▲ Add 3+
57 IALT iShares Systematic… 0.3% $1.42B 50.66M جديد New 1
58 LLY Eli Lilly and Company 0.3% $1.41B 1.18M +0.1% ▲ Add 3+
59 V Visa Inc. 0.3% $1.35B 3.92M -5.6% ▼ Trim 3+
60 VMBS Vanguard Mortgage-Backed… 0.3% $1.32B 28.25M +3.4% ▲ Add 3+
61 LRCX Lam Research Corporation 0.3% $1.28B 2.96M +3.5% ▲ Add 3+
62 XLF State Street Financial… 0.3% $1.26B 23.53M -2.2% ▼ Trim 3+
63 JNJ Johnson & Johnson 0.3% $1.25B 4.91M -0.6% ▼ Trim 3+
64 ABBV AbbVie Inc. 0.3% $1.23B 4.89M +0.7% ▲ Add 3+
65 APUE ActivePassive U.S. Equity… 0.3% $1.22B 26.30M +3.6% ▲ Add 3+
66 VB Vanguard Morningstar… 0.3% $1.19B 3.94M +11.3% ▲ Add 3+
67 CSCO Cisco Systems, Inc. 0.3% $1.18B 10.04M -0.2% ▼ Trim 3+
68 IXUS iShares Core MSCI Total… 0.3% $1.15B 12.01M +2.1% ▲ Add 3+
69 DFAI Dimensional - International… 0.3% $1.15B 27.76M +7.0% ▲ Add 3+
70 SPYG State Street SPDR Portfolio… 0.3% $1.13B 9.49M +10.5% ▲ Add 3+
71 PM Philip Morris International… 0.3% $1.12B 6.22M +4.8% ▲ Add 3+
72 GGOV iShares Global Government… 0.3% $1.12B 22.19M جديد New 1
73 VXF Vanguard Extended Market ETF 0.3% $1.10B 4.45M +4.8% ▲ Add 3+
74 CGDV Capital Group Dividend… 0.3% $1.10B 22.23M +6.8% ▲ Add 3+
75 VXUS Vanguard Total… 0.2% $1.05B 12.23M +0.6% ▲ Add 3+
76 BLV Vanguard Long-Term Bond ETF 0.2% $955.82M 13.87M +1.6% ▲ Add 3+
77 MA Mastercard Incorporated 0.2% $941.98M 1.83M -5.1% ▼ Trim 3+
78 MGC Vanguard Morningstar Mega… 0.2% $922.09M 3.37M -0.8% ▼ Trim 3+
79 VEU Vanguard FTSE All-World… 0.2% $920.69M 10.99M +1.6% ▲ Add 3+
80 HD The Home Depot, Inc. 0.2% $915.61M 2.60M +0.4% ▲ Add 3+
81 APH Amphenol Corporation 0.2% $900.67M 5.11M -2.4% ▼ Trim 3+
82 BDVL iShares Disciplined… 0.2% $892.92M 34.37M +5.6% ▲ Add 3+
83 AVLV Avantis U.S. Large Cap… 0.2% $891.82M 9.78M -3.6% ▼ Trim 3+
84 ASML ASML Holding N.V. 0.2% $876.78M 440.72K +6.5% ▲ Add 3+
85 MU Micron Technology, Inc. 0.2% $872.91M 756.24K +14.6% ▲ Add 3+
86 IWP iShares Russell Mid-Cap… 0.2% $858.91M 5.87M +1.6% ▲ Add 3+
87 DGRO iShares Core Dividend… 0.2% $841.26M 11.10M +4.5% ▲ Add 3+
88 CVX Chevron Corporation 0.2% $839.70M 5.07M -2.8% ▼ Trim 3+
89 IUSV iShares Core S&P U.S. Value… 0.2% $834.48M 7.58M +5.7% ▲ Add 3+
90 UNH UnitedHealth Group… 0.2% $811.13M 1.95M +20.2% ▲ Add 3+
91 WT WisdomTree, Inc. 0.2% $802.42M 12.06M -2.1% ▼ Trim 3+
92 CGGR Capital Group Growth ETF 0.2% $781.70M 16.56M +8.0% ▲ Add 3+
93 KLAC KLA Corporation 0.2% $779.89M 2.58M -3.8% ✂ ▼ Trim 3+
94 VCIT Vanguard Intermediate-Term… 0.2% $779.71M 9.43M -15.5% ▼ Trim 3+
95 EFA iShares MSCI EAFE ETF 0.2% $756.84M 7.29M +10.9% ▲ Add 3+
96 BINC iShares Flexible Income… 0.2% $734.52M 14.03M -48.1% ▼ Trim 3+
97 PH Parker-Hannifin Corporation 0.2% $716.81M 732.85K -3.2% ▼ Trim 3+
98 AMAT Applied Materials, Inc. 0.2% $714.00M 987.56K -1.0% ▼ Trim 3+
99 IQLT iShares MSCI Intl Quality… 0.2% $712.39M 14.38M +1.1% ▲ Add 3+
100 TJX The TJX Companies, Inc. 0.2% $708.49M 4.68M +0.6% ▲ Add 3+
101 UNP Union Pacific Corporation 0.2% $702.76M 2.58M +34.5% ▲ Add 3+
102 VONG Vanguard Russell 1000… 0.2% $691.52M 5.41M +6.8% ▲ Add 3+
103 ITOT iShares Core S&P Total U.S.… 0.2% $686.28M 4.18M -1.3% ▼ Trim 3+
104 XLV State Street Health Care… 0.2% $673.03M 4.24M -18.1% ▼ Trim 3+
105 IEUR iShares Core MSCI Europe ETF 0.2% $671.92M 8.94M -11.7% ▼ Trim 3+
106 LQD iShares iBoxx $ Investment… 0.2% $665.46M 6.10M -0.3% ▼ Trim 3+
107 IAU iShares Gold Trust 0.2% $664.57M 8.80M -2.1% ▼ Trim 3+
108 LMUB iShares Long-Term National… 0.2% $660.06M 12.89M +7.3% ▲ Add 2
109 VCSH Vanguard Short-Term… 0.2% $649.27M 8.22M +11.1% ▲ Add 3+
110 MS Morgan Stanley 0.2% $646.69M 3.09M -0.2% ▼ Trim 3+
111 ETN Eaton Corporation plc 0.2% $643.33M 1.51M +1.6% ▲ Add 3+
112 ADI Analog Devices, Inc. 0.2% $640.58M 1.61M +1.2% ▲ Add 3+
113 RTX RTX Corporation 0.2% $639.10M 3.37M -0.4% ▼ Trim 3+
114 JEPI JPMorgan Equity Premium… 0.2% $638.94M 11.31M +1.3% ▲ Add 3+
115 XONA.DE Exxon Mobil Corporation 0.1% $633.82M 4.64M -13.2% ▼ Trim 3+
116 CGUS Capital Group Core Equity… 0.1% $626.32M 14.08M +1.0% ▲ Add 3+
117 DFAC Dimensional - US Core… 0.1% $612.72M 13.81M +4.2% ▲ Add 3+
118 AMGN Amgen Inc. 0.1% $611.92M 1.69M -0.4% ▼ Trim 3+
119 BRK-B Berkshire Hathaway Inc. 0.1% $610.35M 1.22M -1.8% ▼ Trim 3+
120 VIG Vanguard Dividend… 0.1% $609.83M 2.58M +3.2% ▲ Add 3+
121 SPHQ Invesco S&P 500 Quality ETF 0.1% $606.53M 6.73M +236.9% ▲ Add 3+
122 TXN Texas Instruments… 0.1% $597.96M 2.01M +18.1% ▲ Add 3+
123 IUSG iShares Core S&P U.S.… 0.1% $595.53M 3.17M +10.4% ▲ Add 3+
124 TSLA Tesla, Inc. 0.1% $591.12M 1.41M +3.7% ▲ Add 3+
125 WMT Walmart Inc. 0.1% $579.84M 5.12M -4.6% ▼ Trim 3+
126 COST Costco Wholesale Corporation 0.1% $573.89M 613.48K -0.6% ▼ Trim 3+
127 GEV GE Vernova Inc. 0.1% $573.15M 487.85K +18.2% ▲ Add 3+
128 VYM Vanguard High Dividend… 0.1% $571.09M 3.61M +4.7% ▲ Add 3+
129 AMD Advanced Micro Devices, Inc. 0.1% $567.45M 976.83K +25.1% ▲ Add 3+
130 GE GE Aerospace 0.1% $563.48M 1.51M +3.8% ▲ Add 3+
131 SCHD Schwab U.S. Dividend Equity… 0.1% $560.22M 17.67M +2.0% ▲ Add 3+
132 EWJ iShares MSCI Japan ETF 0.1% $558.72M 5.99M +2.2% ▲ Add 3+
133 ANET Arista Networks, Inc. 0.1% $557.36M 3.28M +1.9% ▲ Add 3+
134 VZ Verizon Communications Inc. 0.1% $555.09M 13.11M +1.7% ▲ Add 3+
135 CGGO Capital Group Global Growth… 0.1% $547.71M 12.94M +7.2% ▲ Add 3+
136 XLI State Street Industrial… 0.1% $530.59M 2.86M -5.1% ▼ Trim 3+
137 CGGE Capital Group Global Equity… 0.1% $526.95M 14.95M +6.1% ▲ Add 3+
138 WFC Wells Fargo & Company 0.1% $525.12M 6.35M +0.6% ▲ Add 3+
139 BAC Bank of America Corporation 0.1% $518.94M 9.11M +1.4% ▲ Add 3+
140 VV Vanguard Morningstar… 0.1% $518.28M 1.51M -2.1% ▼ Trim 3+
141 PNC The PNC Financial Services… 0.1% $517.94M 2.10M +4.5% ▲ Add 3+
142 BLK BlackRock, Inc. 0.1% $514.27M 534.83K -1.9% ▼ Trim 3+
143 SCHW The Charles Schwab… 0.1% $514.12M 5.57M -0.9% ▼ Trim 3+
144 MRK Merck & Co., Inc. 0.1% $513.60M 4.00M +3.7% ▲ Add 3+
145 PG The Procter & Gamble Company 0.1% $513.47M 3.50M -0.7% ▼ Trim 3+
146 APIE TRUST FOR PROFESSIONAL MANAG 0.1% $512.87M 13.23M +5.3% ▲ Add 3+
147 XLC State Street Communication… 0.1% $511.58M 4.78M -27.2% ▼ Trim 3+
148 IDEV iShares Core MSCI… 0.1% $510.35M 5.73M +0.6% ▲ Add 3+
149 PLD Prologis, Inc. 0.1% $505.84M 3.73M +0.2% ▲ Add 3+
150 IWM iShares Russell 2000 ETF 0.1% $497.35M 1.66M -7.2% ▼ Trim 3+
151 FAST Fastenal Company 0.1% $496.98M 10.35M +0.5% ▲ Add 3+
152 IWR iShares Russell Mid-Cap ETF 0.1% $496.50M 4.50M +0.7% ▲ Add 3+
153 SMH VanEck Semiconductor ETF 0.1% $484.72M 739.03K -1.0% ▼ Trim 3+
154 MDT Medtronic plc 0.1% $482.96M 6.17M -9.4% ▼ Trim 3+
155 LIN Linde plc 0.1% $481.03M 926.95K -0.8% ▼ Trim 3+
156 TLT iShares 20+ Year Treasury… 0.1% $479.70M 5.55M +18.3% ▲ Add 3+
157 KO The Coca-Cola Company 0.1% $477.74M 5.88M -1.2% ▼ Trim 3+
158 DELL Dell Technologies Inc. 0.1% $476.49M 1.10M +19.2% ▲ Add 3+
159 IWN iShares Russell 2000 Value… 0.1% $473.00M 2.14M -0.3% ▼ Trim 3+
160 IGIB iShares 5-10 Year… 0.1% $471.93M 8.88M +6.1% ▲ Add 3+
161 AVDE Avantis International… 0.1% $468.19M 5.25M +6.8% ▲ Add 3+
162 CGDG Capital Group Dividend… 0.1% $461.65M 12.31M +14.4% ▲ Add 3+
163 PGR The Progressive Corporation 0.1% $460.59M 2.11M +1.0% ▲ Add 3+
164 NEE NextEra Energy, Inc. 0.1% $460.42M 5.27M -5.0% ▼ Trim 3+
165 GSLC Goldman Sachs ActiveBeta… 0.1% $451.53M 3.18M +18.8% ▲ Add 3+
166 SCHV Schwab U.S. Large-Cap Value… 0.1% $451.16M 12.96M -29.1% ▼ Trim 3+
167 RDVY First Trust Rising Dividend… 0.1% $446.09M 5.50M +1.6% ▲ Add 3+
168 AEP American Electric Power… 0.1% $443.76M 3.24M +8.5% ▲ Add 3+
169 CB Chubb Limited 0.1% $442.79M 1.30M -0.1% ▼ Trim 3+
170 VTWO Vanguard Russell 2000 ETF 0.1% $438.68M 3.61M +0.4% ▲ Add 3+
171 WEC WEC Energy Group, Inc. 0.1% $436.13M 3.73M +3.1% ▲ Add 3+
172 GBND GOLDMAN SACHS ETF TR 0.1% $431.88M 8.54M +395.6% ▲ Add 2
173 AZN AstraZeneca PLC 0.1% $431.74M 2.28M +0.5% ▲ Add 3+
174 GLD SPDR Gold Shares 0.1% $430.89M 1.17M +0.5% ▲ Add 3+
175 BIL State Street SPDR Bloomberg… 0.1% $429.87M 4.69M -35.7% ▼ Trim 3+
176 IWO iShares Russell 2000 Growth… 0.1% $425.57M 1.08M -1.5% ▼ Trim 3+
177 SPDW State Street SPDR Portfolio… 0.1% $421.95M 8.37M -6.2% ▼ Trim 3+
178 APCB TRUST FOR PROFESSIONAL MANAG 0.1% $421.16M 14.31M +5.3% ▲ Add 3+
179 HYG iShares iBoxx $ High Yield… 0.1% $418.26M 5.23M +5.5% ▲ Add 3+
180 BFLX BLACKROCK ETF TRUST 0.1% $416.73M 16.27M جديد New 1
181 RSP Invesco S&P 500 Equal… 0.1% $416.72M 1.96M -39.0% ▼ Trim 3+
182 ORCL Oracle Corporation 0.1% $411.40M 2.81M -2.7% ▼ Trim 3+
183 SPIB State Street SPDR Portfolio… 0.1% $404.87M 12.10M +4.9% ▲ Add 3+
184 UBER Uber Technologies, Inc. 0.1% $404.57M 5.61M -4.0% ▼ Trim 3+
185 IEI iShares 3-7 Year Treasury… 0.1% $402.03M 3.42M -10.8% ▼ Trim 3+
186 XLE State Street Energy Select… 0.1% $401.58M 7.56M +38.6% ▲ Add 3+
187 VGT Vanguard Information… 0.1% $398.04M 3.33M +14.7% ✂ ▲ Add 3+
188 VGIT Vanguard Intermediate-Term… 0.1% $394.57M 6.69M +15.1% ▲ Add 3+
189 CAT Caterpillar Inc. 0.1% $394.16M 370.14K -12.6% ▼ Trim 3+
190 C Citigroup Inc. 0.1% $389.46M 2.78M -4.2% ▼ Trim 3+
191 NFLX Netflix, Inc. 0.1% $389.06M 5.45M +0.6% ▲ Add 3+
192 VBR Vanguard Morningstar… 0.1% $387.16M 1.59M -1.2% ▼ Trim 3+
193 STX Seagate Technology Holdings… 0.1% $384.40M 398.34K +30.5% ▲ Add 3+
194 USB U.S. Bancorp 0.1% $383.50M 6.35M -2.2% ▼ Trim 3+
195 SBUX Starbucks Corporation 0.1% $382.97M 3.75M -6.9% ▼ Trim 3+
196 LHX L3Harris Technologies, Inc. 0.1% $381.75M 1.31M -4.2% ▼ Trim 3+
197 PIEQ Principal Exchange-Traded… 0.1% $378.77M 10.55M +182.7% ▲ Add 3+
198 GLW Corning Inc 0.1% $377.86M 1.48M +22.9% ▲ Add 3+
199 CGMU Capital Group Municipal… 0.1% $376.38M 13.70M +6.7% ▲ Add 3+
200 MNST Monster Beverage Corporation 0.1% $367.90M 3.83M -1.0% ▼ Trim 3+
201 SPSM State Street SPDR Portfolio… 0.1% $367.21M 6.37M +48.7% ▲ Add 3+
202 SPEM State Street SPDR Portfolio… 0.1% $367.07M 7.09M -5.3% ▼ Trim 3+
203 FBND Fidelity Total Bond ETF 0.1% $366.63M 8.06M +7.9% ▲ Add 3+
204 CGBL Capital Group Core Balanced… 0.1% $366.49M 9.65M +17.1% ▲ Add 3+
205 WMB The Williams Companies, Inc. 0.1% $365.55M 4.92M +7.6% ▲ Add 3+
206 NVS Novartis AG 0.1% $365.31M 2.33M +0.8% ▲ Add 3+
207 USMV iShares MSCI USA Min Vol… 0.1% $363.02M 3.76M -5.6% ▼ Trim 3+
208 ECL Ecolab Inc. 0.1% $363.02M 1.30M -5.3% ▼ Trim 3+
209 PYLD PIMCO Multisector Bond… 0.1% $359.39M 13.55M +13.1% ▲ Add 3+
210 ABT Abbott Laboratories 0.1% $359.00M 3.96M -23.7% ▼ Trim 3+
211 IGSB iShares 1-5 Year Investment… 0.1% $358.21M 6.83M -2.4% ▼ Trim 3+
212 FENI Fidelity Enhanced… 0.1% $357.84M 8.92M +89.5% ▲ Add 3+
213 JAAA Janus Henderson AAA CLO ETF 0.1% $350.16M 6.94M +9.3% ▲ Add 3+
214 BUFR FT Vest Laddered Buffer ETF 0.1% $348.78M 9.55M +7.4% ▲ Add 3+
215 CGMM Capital Group U.S. Small… 0.1% $345.56M 10.48M +14.9% ▲ Add 3+
216 MCD McDonald's Corporation 0.1% $345.35M 1.28M -2.2% ▼ Trim 3+
217 PANW Palo Alto Networks, Inc. 0.1% $344.51M 1.01M -6.7% ▼ Trim 3+
218 TSME THRIVENT ETF TRUST 0.1% $344.44M 6.58M -21.1% ▼ Trim 3+
219 CMI Cummins Inc. 0.1% $344.44M 482.94K -15.8% ▼ Trim 3+
220 CGHM Capital Group Municipal… 0.1% $343.76M 13.30M +10.2% ▲ Add 3+
221 CME CME Group Inc. 0.1% $342.72M 1.55M -21.7% ▼ Trim 3+
222 IYW iShares U.S. Technology ETF 0.1% $341.17M 1.35M +2.4% ▲ Add 3+
223 USMC Principal U.S. Mega-Cap ETF 0.1% $339.18M 4.58M +2.0% ▲ Add 3+
224 DIS The Walt Disney Company 0.1% $338.52M 3.52M +0.2% ▲ Add 3+
225 LCTU BLACKROCK ETF TRUST 0.1% $338.05M 4.22M -4.7% ▼ Trim 3+
226 ESGU iShares ESG Aware MSCI USA… 0.1% $337.84M 2.06M -1.6% ▼ Trim 3+
227 GNR State Street SPDR S&P… 0.1% $333.59M 4.96M +1.7% ▲ Add 3+
228 TCPB THRIVENT ETF TRUST 0.1% $331.80M 6.54M +7.9% ▲ Add 3+
229 IJJ iShares S&P Mid-Cap 400… 0.1% $330.50M 2.24M +1.9% ▲ Add 3+
230 USIG iShares Broad USD… 0.1% $330.16M 6.44M -7.3% ▼ Trim 3+
231 VT Vanguard Total World Stock… 0.1% $329.13M 2.10M -49.0% ▼ Trim 3+
232 GSUS Goldman Sachs MarketBeta… 0.1% $329.10M 3.19M +3.1% ▲ Add 3+
233 XLY State Street Consumer… 0.1% $327.48M 2.79M -20.9% ▼ Trim 3+
234 GD General Dynamics Corporation 0.1% $324.37M 915.68K -3.5% ▼ Trim 3+
235 ORLY O'Reilly Automotive, Inc. 0.1% $324.26M 3.52M -3.6% ▼ Trim 3+
236 DUK Duke Energy Corporation 0.1% $324.00M 2.56M -2.4% ▼ Trim 3+
237 BNY Bank of New York Mellon Corp 0.1% $323.80M 2.24M +5.8% ▲ Add 3+
238 COF Capital One Financial… 0.1% $321.77M 1.60M +1.4% ▲ Add 3+
239 SCHO Schwab Short-Term U.S.… 0.1% $319.83M 13.25M +72.7% ▲ Add 3+
240 PEP PepsiCo, Inc. 0.1% $319.75M 2.36M -8.4% ▼ Trim 3+
241 GBIL Goldman Sachs Access… 0.1% $318.55M 3.18M +14.9% ▲ Add 3+
242 SPGI S&P Global Inc. 0.1% $313.63M 770.07K -2.8% ▼ Trim 3+
243 MGK Vanguard Morningstar Mega… 0.1% $312.42M 3.55M -0.1% ✂ ▼ Trim 3+
244 SPTL State Street SPDR Portfolio… 0.1% $311.54M 11.88M +8.6% ▲ Add 3+
245 QCOM QUALCOMM Incorporated 0.1% $310.70M 1.68M -33.1% ▼ Trim 3+
246 EMXC iShares MSCI Emerging… 0.1% $310.34M 3.03M +47.5% ▲ Add 3+
247 XLU State Street Utilities… 0.1% $308.32M 6.80M -8.6% ▼ Trim 3+
248 DE Deere & Company 0.1% $307.70M 485.08K -9.1% ▼ Trim 3+
249 BBUS JPMorgan BetaBuilders U.S.… 0.1% $306.81M 2.28M +11.4% ▲ Add 3+
250 CRWD CrowdStrike Holdings, Inc. 0.1% $304.61M 399.17K -5.0% ▼ Trim 3+
251 TEL TE Connectivity plc 0.1% $303.33M 1.50M +3.3% ▲ Add 3+
252 SPMD State Street SPDR Portfolio… 0.1% $303.21M 4.49M +8.2% ▲ Add 3+
253 CVS CVS Health Corp. 0.1% $300.31M 2.90M +51.1% ▲ Add 3+
254 MSI Motorola Solutions, Inc. 0.1% $299.90M 722.15K -4.6% ▼ Trim 3+
255 PAVE Global X - U.S.… 0.1% $299.85M 5.09M +24.5% ▲ Add 3+
256 AVUV Avantis U.S. Small Cap… 0.1% $299.26M 2.40M -3.8% ▼ Trim 3+
257 TMO Thermo Fisher Scientific… 0.1% $296.96M 592.30K -3.4% ▼ Trim 3+
258 VTEB Vanguard Tax-Exempt Bond ETF 0.1% $296.04M 5.85M +8.3% ▲ Add 3+
259 GS The Goldman Sachs Group… 0.1% $295.78M 292.46K +0.8% ▲ Add 3+
260 COP ConocoPhillips 0.1% $295.74M 2.84M -0.3% ▼ Trim 3+
261 VRT Vertiv Holdings Co 0.1% $294.87M 880.70K +6.9% ▲ Add 3+
262 EOG EOG Resources, Inc. 0.1% $294.27M 2.27M -4.4% ▼ Trim 3+
263 T AT&T Inc. 0.1% $291.96M 14.10M -14.5% ▼ Trim 3+
264 MCK McKesson Corporation 0.1% $291.06M 385.20K -9.3% ▼ Trim 3+
265 CASY Casey's General Stores, Inc. 0.1% $288.70M 363.25K -24.3% ▼ Trim 3+
266 FELG Fidelity Enhanced Large Cap… 0.1% $287.16M 6.56M -4.2% ▼ Trim 3+
267 IBM International Business… 0.1% $285.76M 1.02M -4.2% ▼ Trim 3+
268 ADP Automatic Data Processing… 0.1% $284.74M 1.27M +5.4% ▲ Add 3+
269 WDC Western Digital Corporation 0.1% $281.60M 440.89K -37.1% ▼ Trim 3+
270 SCHH Schwab U.S. REIT ETF 0.1% $278.40M 11.76M +6.5% ▲ Add 3+
271 CGCP Capital Group Core Plus… 0.1% $275.72M 12.37M +7.7% ▲ Add 3+
272 SNA Snap-on Incorporated 0.1% $275.57M 684.81K -9.2% ▼ Trim 3+
273 MO Altria Group, Inc. 0.1% $275.51M 3.83M +5.9% ▲ Add 3+
274 PVAL Putnam Focused Large Cap… 0.1% $275.17M 5.40M +16.4% ▲ Add 3+
275 VYMI Vanguard International High… 0.1% $275.05M 2.80M +22.0% ▲ Add 3+
276 SHY iShares 1-3 Year Treasury… 0.1% $274.74M 3.35M -6.8% ▼ Trim 3+
277 DFIV Dimensional - International… 0.1% $274.67M 5.08M +21.4% ▲ Add 3+
278 XLB State Street Materials… 0.1% $273.87M 5.39M +385.7% ▲ Add 3+
279 JBND JPMorgan Active Bond ETF 0.1% $272.82M 5.10M +38.5% ▲ Add 3+
280 PAYX Paychex, Inc. 0.1% $271.78M 2.76M -0.4% ▼ Trim 3+
281 AVDV Avantis International Small… 0.1% $271.74M 2.64M +2.9% ▲ Add 3+
282 BTI British American Tobacco… 0.1% $270.74M 4.38M +6.1% ▲ Add 3+
283 IGM iShares Expanded Tech… 0.1% $270.73M 1.66M -7.1% ▼ Trim 3+
284 GSIE Goldman Sachs ActiveBeta… 0.1% $269.31M 5.89M +41.3% ▲ Add 3+
285 JEPQ JPMorgan Nasdaq Equity… 0.1% $266.55M 4.34M +8.2% ▲ Add 3+
286 BOND PIMCO Active Bond… 0.1% $264.80M 2.87M +9.8% ▲ Add 3+
287 JIRE JPMorgan International… 0.1% $264.71M 3.21M +3.5% ▲ Add 3+
288 SPYV State Street SPDR Portfolio… 0.1% $261.41M 4.30M -10.4% ▼ Trim 3+
289 PRF Invesco RAFI US 1000 ETF 0.1% $258.63M 4.79M -0.8% ▼ Trim 3+
290 AVUS Avantis U.S. Equity ETF 0.1% $257.34M 2.01M +9.7% ▲ Add 3+
291 EAGG iShares ESG Aware U.S.… 0.1% $256.55M 5.41M +22.9% ▲ Add 3+
292 ACLC AMERICAN CENTY ETF TR 0.1% $255.19M 3.03M -2.7% ▼ Trim 3+
293 VONV Vanguard Russell 1000 Value… 0.1% $254.77M 2.40M +6.9% ▲ Add 3+
294 UL Unilever PLC 0.1% $253.93M 4.22M -6.5% ▼ Trim 3+
295 LMT Lockheed Martin Corporation 0.1% $253.88M 498.32K -11.7% ▼ Trim 3+
296 JCI Johnson Controls… 0.1% $252.20M 1.73M -7.4% ▼ Trim 3+
297 SPAB State Street SPDR Portfolio… 0.1% $251.57M 9.86M +0.7% ▲ Add 3+
298 EMR Emerson Electric Co. 0.1% $248.67M 1.74M +2.6% ▲ Add 3+
299 CGMS Capital Group U.S.… 0.1% $248.05M 9.08M +16.1% ▲ Add 3+
300 DSI iShares ESG MSCI KLD 400 ETF 0.1% $248.02M 1.74M -1.8% ▼ Trim 3+
301 AXP American Express Company 0.1% $247.65M 732.16K -2.2% ▼ Trim 3+
302 DFAX Dimensional World ex U.S.… 0.1% $246.60M 6.69M +1.4% ▲ Add 3+
303 DVY iShares Select Dividend ETF 0.1% $246.33M 1.58M +6.0% ▲ Add 3+
304 ETR Entergy Corporation 0.1% $246.27M 2.14M +8.8% ▲ Add 3+
305 IJK iShares S&P Mid-Cap 400… 0.1% $242.67M 2.07M +5.3% ▲ Add 3+
306 FIBR ISHARES TR 0.1% $242.34M 2.73M +5.7% ▲ Add 3+
307 VRTX Vertex Pharmaceuticals… 0.1% $242.22M 487.63K -3.2% ▼ Trim 3+
308 DHR Danaher Corporation 0.1% $241.73M 1.27M -8.1% ▼ Trim 3+
309 VOE Vanguard Morningstar… 0.1% $240.98M 1.22M +1.2% ▲ Add 3+
310 SO The Southern Company 0.1% $240.52M 2.51M +2.8% ▲ Add 3+
311 JIVE JPMorgan International… 0.1% $240.28M 2.61M +65.6% ▲ Add 3+
312 USHY iShares Broad USD High… 0.1% $239.09M 6.46M +19.9% ▲ Add 3+
313 SPMO Invesco S&P 500 Momentum ETF 0.1% $238.97M 1.48M +9.5% ▲ Add 3+
314 BKNG Booking Holdings Inc. 0.1% $237.87M 1.33M +4.7% ✂ ▲ Add 3+
315 SPTI State Street SPDR Portfolio… 0.1% $234.87M 8.27M +5.7% ▲ Add 3+
316 LOW Lowe's Companies, Inc. 0.1% $234.69M 1.06M -3.9% ▼ Trim 3+
317 SCHR Schwab Intermediate-Term… 0.1% $233.51M 9.47M +103.7% ▲ Add 3+
318 VGSH Vanguard Short-Term… 0.1% $231.22M 3.97M -2.3% ▼ Trim 3+
319 CAH Cardinal Health, Inc. 0.1% $230.52M 970.39K -0.9% ▼ Trim 3+
320 PFE Pfizer Inc. 0.1% $229.08M 9.51M +1.8% ▲ Add 3+
321 TTE TotalEnergies SE 0.1% $228.08M 2.93M -5.6% ▼ Trim 3+
322 APP AppLovin Corporation 0.1% $225.89M 438.42K -10.5% ▼ Trim 3+
323 DBEF Xtrackers MSCI EAFE Hedged… 0.1% $225.00M 4.12M -3.4% ▼ Trim 3+
324 APD Air Products and Chemicals… 0.1% $224.24M 764.87K -2.5% ▼ Trim 3+
325 VBK Vanguard Morningstar… 0.1% $224.07M 612.77K -3.8% ▼ Trim 3+
326 VOT Vanguard Morningstar… 0.1% $222.94M 727.90K +2.2% ▲ Add 3+
327 DFIC Dimensional - International… 0.1% $222.13M 5.96M +9.7% ▲ Add 3+
328 TIP iShares TIPS Bond ETF 0.1% $222.11M 2.03M +3.5% ▲ Add 3+
329 WM Waste Management, Inc. 0.1% $221.59M 994.21K -4.8% ▼ Trim 3+
330 GILD Gilead Sciences, Inc. 0.1% $221.03M 1.75M -5.9% ▼ Trim 3+
331 XMMO Invesco S&P MidCap Momentum… 0.1% $220.49M 1.30M +22.0% ▲ Add 3+
332 ISRG Intuitive Surgical, Inc. 0.1% $219.76M 552.62K +0.3% ▲ Add 3+
333 IPAC iShares Core MSCI Pacific… 0.1% $219.38M 2.68M -33.8% ▼ Trim 3+
334 FNDX Schwab Fundamental U.S.… 0.1% $218.92M 7.04M +6.3% ▲ Add 3+
335 MDLZ Mondelez International, Inc. 0.1% $218.47M 3.78M +0.7% ▲ Add 3+
336 VTIP Vanguard Short-Term… 0.1% $218.28M 4.35M +0.5% ▲ Add 3+
337 JPST JPMorgan Ultra-Short Income… 0.1% $216.91M 4.29M -22.7% ▼ Trim 3+
338 JNK State Street SPDR Bloomberg… 0.1% $216.48M 2.25M +23.3% ▲ Add 3+
339 CWB State Street SPDR Bloomberg… 0.1% $216.17M 2.00M +346.2% ▲ Add 3+
340 VOOG Vanguard S&P 500 Growth ETF 0.1% $214.27M 2.59M +7.3% ✂ ▲ Add 3+
341 ACGL Arch Capital Group Ltd. 0.1% $213.61M 2.20M -0.9% ▼ Trim 3+
342 IBB iShares Biotechnology ETF 0.1% $213.52M 1.12M -8.5% ▼ Trim 3+
343 VNQ Vanguard Real Estate ETF 0.1% $213.04M 2.21M +2.5% ▲ Add 3+
344 NOW ServiceNow, Inc. 0.1% $211.99M 2.14M -13.5% ▼ Trim 3+
345 CDNS Cadence Design Systems, Inc. 0.1% $210.88M 561.88K -8.4% ▼ Trim 3+
346 SHOP Shopify Inc. 0.0% $208.67M 1.83M -18.8% ▼ Trim 3+
347 INTC Intel Corp. 0.0% $208.54M 1.49M +4.7% ▲ Add 3+
348 ENB Enbridge Inc. 0.0% $208.43M 3.84M +0.7% ▲ Add 3+
349 WELL Welltower Inc. 0.0% $207.99M 916.37K +9.4% ▲ Add 3+
350 VWOB Vanguard Emerging Markets… 0.0% $206.95M 3.08M +5.0% ▲ Add 3+
351 SHW The Sherwin-Williams Company 0.0% $206.81M 600.63K -32.0% ▼ Trim 3+
352 HEFA iShares Currency Hedged… 0.0% $206.78M 4.41M -4.0% ▼ Trim 3+
353 SGOV iShares 0-3 Month Treasury… 0.0% $206.67M 2.05M -13.2% ▼ Trim 3+
354 VLUE iShares MSCI USA Value… 0.0% $206.58M 1.03M -19.6% ▼ Trim 3+
355 SYK Stryker Corporation 0.0% $204.79M 650.46K +12.2% ▲ Add 3+
356 STIP iShares 0-5 Year TIPS Bond… 0.0% $203.90M 2.00M +77.4% ▲ Add 3+
357 TRGP Targa Resources Corp. 0.0% $202.92M 756.77K +5.8% ▲ Add 3+
358 MGV Vanguard Morningstar Mega… 0.0% $202.34M 1.24M -2.6% ▼ Trim 3+
359 FTGC First Trust Global Tactical… 0.0% $202.28M 7.48M +880.6% ▲ Add 3+
360 AZO AutoZone, Inc. 0.0% $202.18M 63.26K -1.3% ▼ Trim 3+
361 CGCB Capital Group Core Bond ETF 0.0% $202.15M 7.72M +12.2% ▲ Add 3+
362 CGNG Capital Group New Geography… 0.0% $201.44M 5.38M +58.4% ▲ Add 3+
363 IYT iShares U.S. Transportation… 0.0% $199.71M 2.30M +21349.2% ▲ Add 3+
364 ACWX iShares MSCI ACWI ex U.S.… 0.0% $199.52M 2.62M +21.8% ▲ Add 3+
365 FERG Ferguson plc 0.0% $199.42M 840.27K -1.7% ▼ Trim 3+
366 EME EMCOR Group, Inc. 0.0% $198.90M 239.68K +4.5% ▲ Add 3+
367 FLEX Flex Ltd. 0.0% $198.17M 1.22M +13.3% ▲ Add 3+
368 HSY The Hershey Company 0.0% $198.03M 1.13M +11.8% ▲ Add 3+
369 BA The Boeing Company 0.0% $196.84M 953.07K -2.0% ▼ Trim 3+
370 TOTL State Street DoubleLine… 0.0% $195.41M 4.95M +20.2% ▲ Add 3+
371 VGLT Vanguard Long-Term Treasury… 0.0% $194.82M 3.53M +27.5% ▲ Add 3+
372 NVO Novo Nordisk A/S 0.0% $193.25M 4.03M +1.8% ▲ Add 3+
373 AJG Arthur J. Gallagher & Co. 0.0% $191.28M 833.23K -14.8% ▼ Trim 3+
374 FTEC Fidelity MSCI Information… 0.0% $191.20M 669.50K -2.6% ▼ Trim 3+
375 IWX iShares Russell Top 200… 0.0% $190.95M 1.82M -32.1% ▼ Trim 3+
376 LCAP Principal Capital… 0.0% $190.45M 5.75M +20.1% ▲ Add 3+
377 USXF iShares ESG Advanced MSCI… 0.0% $190.08M 2.74M -1.8% ▼ Trim 3+
378 SFLR INNOVATOR ETFS TRUST 0.0% $189.62M 4.91M +766.7% ▲ Add 3+
379 SNOW Snowflake Inc. 0.0% $187.78M 737.85K -9.2% ▼ Trim 3+
380 IDV iShares International… 0.0% $187.55M 4.53M +1.9% ▲ Add 3+
381 SPOT Spotify Technology S.A. 0.0% $187.38M 408.12K +8.3% ▲ Add 3+
382 MCO Moody's Corporation 0.0% $186.71M 412.23K -3.6% ▼ Trim 3+
383 EEM iShares MSCI Emerging… 0.0% $185.01M 2.70M +9.2% ▲ Add 3+
384 PSC Principal U.S. Small-Cap… 0.0% $184.90M 2.64M -3.6% ▼ Trim 3+
385 GCOR GOLDMAN SACHS ETF TR 0.0% $184.81M 4.49M +4.3% ▲ Add 3+
386 TRV The Travelers Companies… 0.0% $184.09M 557.66K -6.7% ▼ Trim 3+
387 URI United Rentals, Inc. 0.0% $183.15M 161.67K -3.0% ▼ Trim 3+
388 SHEL Shell plc 0.0% $182.43M 2.35M +7.9% ▲ Add 3+
389 RGLO RUSSELL INVTS EXCHANGE TRADE 0.0% $181.24M 5.57M +6.4% ▲ Add 3+
390 ELV Elevance Health Inc. 0.0% $181.05M 468.14K +6.5% ▲ Add 3+
391 EXPD Expeditors International of… 0.0% $180.58M 1.11M +0.3% ▲ Add 3+
392 AMT American Tower Corporation 0.0% $180.51M 1.10M +6.7% ▲ Add 3+
393 NDAQ Nasdaq, Inc. 0.0% $180.50M 2.29M -7.0% ▼ Trim 3+
394 HWM Howmet Aerospace Inc. 0.0% $180.01M 669.54K +2.5% ▲ Add 3+
395 UPS United Parcel Service, Inc. 0.0% $178.83M 1.66M +6.9% ▲ Add 3+
396 IGEB ISHARES TR 0.0% $177.84M 3.94M +25.4% ▲ Add 3+
397 FBCG Fidelity Blue Chip Growth… 0.0% $177.58M 2.86M +7.0% ▲ Add 3+
398 SPSB State Street SPDR Portfolio… 0.0% $177.03M 5.90M +11.2% ▲ Add 3+
399 SPTS State Street SPDR Portfolio… 0.0% $176.72M 6.09M +6.5% ▲ Add 3+
400 EBAY eBay Inc. 0.0% $175.05M 1.57M -0.1% ▼ Trim 3+
401 NGG National Grid plc 0.0% $173.96M 2.10M +28.0% ▲ Add 3+
402 GTO Invesco Total Return Bond… 0.0% $172.98M 3.69M +12.3% ▲ Add 3+
403 DUHP Dimensional - US High… 0.0% $171.29M 4.10M +12.2% ▲ Add 3+
404 PSX Phillips 66 0.0% $170.54M 1.01M -1.8% ▼ Trim 3+
405 SDY State Street SPDR S&P… 0.0% $169.17M 1.11M +0.8% ▲ Add 3+
406 COWZ Pacer US Cash Cows 100 ETF 0.0% $168.78M 2.71M -44.3% ▼ Trim 3+
407 HDV iShares Core High Dividend… 0.0% $168.18M 6.14M +3.1% ✂ ▲ Add 3+
408 ENTG Entegris, Inc. 0.0% $167.24M 929.81K +1.7% ▲ Add 3+
409 XSMO Invesco S&P SmallCap… 0.0% $167.19M 1.79M +4.0% ▲ Add 3+
410 SCHP Schwab US TIPS ETF 0.0% $166.83M 6.30M +5.0% ▲ Add 3+
411 SUSC iShares ESG Aware USD… 0.0% $166.66M 7.20M -27.5% ▼ Trim 3+
412 MRSH Marsh & McLennan Companies… 0.0% $166.35M 998.09K -11.9% ▼ Trim 3+
413 DIVO Amplify CWP Enhanced… 0.0% $166.15M 3.64M +8.9% ▲ Add 3+
414 CARR Carrier Global Corporation 0.0% $164.96M 2.25M -14.3% ▼ Trim 3+
415 SCHI SCHWAB STRATEGIC TR 0.0% $163.84M 7.24M +0.4% ▲ Add 3+
416 KMI Kinder Morgan, Inc. 0.0% $163.77M 5.12M +0.8% ▲ Add 3+
417 SPHY State Street SPDR Portfolio… 0.0% $163.66M 6.98M +37.5% ▲ Add 3+
418 TCHP T. Rowe Price Blue Chip… 0.0% $163.03M 3.25M -1.7% ▼ Trim 3+
419 SE Sea Limited 0.0% $162.96M 1.70M +0.8% ▲ Add 3+
420 GEM Goldman Sachs ActiveBeta… 0.0% $162.63M 3.13M +108.5% ▲ Add 3+
421 PWR Quanta Services, Inc. 0.0% $162.05M 225.06K +11.8% ▲ Add 3+
422 DIHP Dimensional International… 0.0% $161.70M 4.74M +7.7% ▲ Add 3+
423 GWW W.W. Grainger, Inc. 0.0% $160.66M 118.10K -1.8% ▼ Trim 3+
424 SCHF Schwab International Equity… 0.0% $160.63M 5.80M -11.8% ▼ Trim 3+
425 XLSR SSGA ACTIVE TR 0.0% $159.65M 2.46M +9.8% ▲ Add 3+
426 ITA iShares U.S. Aerospace &… 0.0% $159.02M 655.98K -6.0% ▼ Trim 3+
427 MET MetLife, Inc. 0.0% $157.90M 1.87M -2.8% ▼ Trim 3+
428 CRM Salesforce, Inc. 0.0% $156.93M 1.00M -15.6% ▼ Trim 3+
429 BDX Becton, Dickinson and… 0.0% $156.78M 1.04M +1.1% ▲ Add 3+
430 FDVV Fidelity High Dividend ETF 0.0% $155.66M 2.58M +6.1% ▲ Add 3+
431 TFC Truist Financial Corporation 0.0% $155.65M 3.12M -20.4% ▼ Trim 3+
432 EQIX Equinix, Inc. 0.0% $155.63M 149.30K +0.9% ▲ Add 3+
433 DFAS Dimensional - US Small Cap… 0.0% $154.35M 1.87M +8.8% ▲ Add 3+
434 CTVA Corteva, Inc. 0.0% $153.25M 1.81M -3.2% ▼ Trim 3+
435 FVD First Trust Value Line… 0.0% $153.16M 3.18M -2.9% ▼ Trim 3+
436 MPWR Monolithic Power Systems… 0.0% $150.09M 108.57K -13.7% ▼ Trim 3+
437 TMUS T-Mobile US, Inc. 0.0% $149.20M 889.52K +1.9% ▲ Add 3+
438 ICE Intercontinental Exchange… 0.0% $148.46M 1.21M -5.4% ▼ Trim 3+
439 AVES AMERICAN CENTY ETF TR 0.0% $147.71M 2.25M +4.1% ▲ Add 3+
440 CMCSA Comcast Corporation 0.0% $147.02M 5.99M -5.5% ▼ Trim 3+
441 SNY Sanofi 0.0% $145.16M 3.40M -11.9% ▼ Trim 3+
442 SDVY First Trust SMID Cap Rising… 0.0% $144.96M 3.36M -7.2% ▼ Trim 3+
443 SRE Sempra 0.0% $144.36M 1.56M +18.3% ▲ Add 3+
444 FDMO FIDELITY COVINGTON TRUST 0.0% $144.25M 1.46M +3.4% ▲ Add 3+
445 HON Honeywell International Inc. 0.0% $143.81M 643.79K +12.3% ✂ ▲ Add 3+
446 ESGE iShares ESG Aware MSCI EM… 0.0% $143.39M 2.62M -21.2% ▼ Trim 3+
447 PLTR Palantir Technologies Inc. 0.0% $143.27M 1.23M +10.4% ▲ Add 3+
448 MRVL Marvell Technology, Inc. 0.0% $143.12M 480.46K -42.9% ▼ Trim 3+
449 ACN Accenture plc 0.0% $142.49M 1.15M -18.3% ▼ Trim 3+
450 CL Colgate-Palmolive Company 0.0% $142.12M 1.55M +37.0% ▲ Add 3+
451 TT Trane Technologies plc 0.0% $142.01M 289.14K +9.1% ▲ Add 3+
452 RSG Republic Services, Inc. 0.0% $141.73M 665.13K +6.7% ▲ Add 3+
453 ABNB Airbnb, Inc. 0.0% $141.11M 986.08K -8.8% ▼ Trim 3+
454 SNPS Synopsys, Inc. 0.0% $140.73M 315.49K -13.1% ▼ Trim 3+
455 GNRC Generac Holdings Inc. 0.0% $140.61M 480.21K -1.7% ▼ Trim 3+
456 HLT Hilton Worldwide Holdings… 0.0% $139.15M 421.07K -13.6% ▼ Trim 3+
457 BCHP PRINCIPAL EXCHANGE TRADED FD 0.0% $138.99M 3.84M +2.5% ▲ Add 3+
458 OMC Omnicom Group Inc. 0.0% $138.34M 1.90M -2.3% ▼ Trim 3+
459 FVAL FIDELITY COVINGTON TRUST 0.0% $138.15M 1.77M +4.3% ▲ Add 3+
460 EQWL Invesco S&P 100 Equal… 0.0% $138.03M 1.07M +1.5% ▲ Add 3+
461 HONA Honeywell Aerospace Inc 0.0% $138.03M 624.36K جديد New 1
462 IWS iShares Russell Mid-Cap… 0.0% $137.99M 838.33K -10.9% ▼ Trim 3+
463 CTAS Cintas Corporation 0.0% $137.95M 811.12K -4.9% ▼ Trim 3+
464 KORP AMERICAN CENTY ETF TR 0.0% $137.47M 2.93M +39.8% ▲ Add 3+
465 APMU TRUST FOR PROFESSIONAL MANAG 0.0% $137.24M 5.48M +9.3% ▲ Add 3+
466 DDOG Datadog, Inc. 0.0% $136.79M 525.41K -17.1% ▼ Trim 3+
467 VICI VICI Properties Inc. 0.0% $136.43M 5.14M -2.6% ▼ Trim 3+
468 CGIC Capital Group International… 0.0% $136.30M 3.75M +214.1% ▲ Add 3+
469 GIGL GOLDMAN SACHS ETF TR 0.0% $135.23M 2.67M +294.8% ▲ Add 2
470 JCPB JPMorgan Core Plus Bond ETF 0.0% $135.07M 2.88M +10.1% ▲ Add 3+
471 TFI State Street SPDR Nuveen… 0.0% $134.47M 2.94M +9.4% ▲ Add 3+
472 KEYS Keysight Technologies, Inc. 0.0% $133.76M 382.08K +3.4% ▲ Add 3+
473 VRSN VeriSign, Inc. 0.0% $133.72M 531.55K -3.2% ▼ Trim 3+
474 FNDF Schwab Fundamental… 0.0% $131.70M 2.50M -3.4% ▼ Trim 3+
475 CI Cigna Corporation 0.0% $131.13M 475.68K +0.7% ▲ Add 3+
476 XTWY BONDBLOXX ETF TRUST 0.0% $130.75M 3.48M +4.1% ▲ Add 3+
477 IG PRINCIPAL EXCHANGE TRADED FD 0.0% $130.65M 6.32M +33.1% ▲ Add 3+
478 INTU Intuit Inc. 0.0% $129.94M 497.86K -39.3% ▼ Trim 3+
479 RL Ralph Lauren Corporation 0.0% $129.34M 322.21K +8.9% ▲ Add 3+
480 DRI Darden Restaurants, Inc. 0.0% $128.57M 624.12K +26.5% ▲ Add 3+
481 DFSD Dimensional - Short… 0.0% $128.12M 2.68M +10.9% ▲ Add 3+
482 DVN Devon Energy Corporation 0.0% $127.54M 3.09M +305.9% ▲ Add 3+
483 VHT Vanguard Health Care ETF 0.0% $127.48M 426.35K -7.3% ▼ Trim 3+
484 SCHX Schwab U.S. Large-Cap ETF 0.0% $127.27M 4.32M +3.9% ▲ Add 3+
485 FIX Comfort Systems USA, Inc. 0.0% $126.65M 63.90K -18.4% ▼ Trim 3+
486 ESGD iShares ESG Aware MSCI EAFE… 0.0% $125.58M 1.22M -17.6% ▼ Trim 3+
487 CHRW C.H. Robinson Worldwide… 0.0% $125.52M 666.44K +2.2% ▲ Add 3+
488 A Agilent Technologies, Inc. 0.0% $125.38M 943.90K +36.2% ▲ Add 3+
489 TPR Tapestry, Inc. 0.0% $125.32M 856.12K +6.4% ▲ Add 3+
490 FSMD Fidelity Small-Mid… 0.0% $125.23M 2.37M +12.4% ▲ Add 3+
491 PZA Invesco National AMT-Free… 0.0% $124.65M 5.30M +9.4% ▲ Add 3+
492 TRP TC Energy Corporation 0.0% $124.48M 1.88M +39.9% ▲ Add 3+
493 TAXF AMERICAN CENTY ETF TR 0.0% $124.35M 2.45M +6.3% ▲ Add 3+
494 DIA State Street SPDR Dow Jones… 0.0% $123.55M 236.51K -4.3% ▼ Trim 3+
495 FITB Fifth Third Bancorp 0.0% $123.24M 2.19M +9.7% ▲ Add 3+
496 TGT Target Corporation 0.0% $123.02M 941.92K +25.4% ▲ Add 3+
497 LEN Lennar Corporation 0.0% $122.95M 1.36M +4.9% ▲ Add 3+
498 AME AMETEK, Inc. 0.0% $122.88M 507.90K +8.0% ▲ Add 3+
499 FDX FedEx Corporation 0.0% $122.87M 392.39K -18.0% ✂ ▼ Trim 3+
500 PFF iShares Preferred and… 0.0% $122.85M 4.03M -4.1% ▼ Trim 3+

مراكز الأسهم العادية (SH) فقط؛ خطوط الخيارات موجودة في تبويب الخيارات ولا تُحتسب صافيةً أبدًا. ✂ = التغيير محسوب مقارنةً بالأسهم السابقة المعدَّلة للتجزئة. "Held N+" = محتجز في كل ربع خلال نافذتنا الزمنية، وربما لفترة أطول.

عمر المركز
2890–1 أرباع
44712–4 أرباع

الأرباع المتتالية التي أُفيد فيها عن كل مركز حالي، ضمن نافذة بياناتنا.

مديرون مماثلون
المديرالمراكز المشتركةالتداخل في الأسماءالتشابه الموزون
Mml Investors Services, Llc 3045 61.7% 0.8905 مقارنة ⇄
Truist Financial Corp 2660 54.0% 0.7843 مقارنة ⇄
Cetera Investment Advisers 3912 69.7% 0.7794 مقارنة ⇄
Citadel Advisors 3246 42.3% 0.7506 مقارنة ⇄
Northwestern Mutual Wealth Management Co 3290 60.2% 0.7304 مقارنة ⇄
LPL Financial LLC 4299 67.8% 0.7164 مقارنة ⇄
Wealth Enhancement Advisory Services… 3160 57.6% 0.7048 مقارنة ⇄
Captrust Financial Advisors 2662 50.8% 0.701 مقارنة ⇄

تشابه الصفقات الطويلة المُبلَّغ عنها فحسب — التحوطات والأصول غير الخاضعة لـ13F غير ظاهرة. المنهجية

سجل الإيداع
Sep 23 2026 13F-HR/A · الفترة Q2 2026

$424.24B · 4,825 الحيازات المدرجة · تعديل (restatement) · عرض تقديم SEC الأصلي ↗

Aug 03 2026 13F-HR · الفترة Q2 2026

$423.60B · 4,822 الحيازات المدرجة · عرض تقديم SEC الأصلي ↗

May 04 2026 13F-HR · الفترة Q1 2026

$373.58B · 4,703 الحيازات المدرجة · عرض تقديم SEC الأصلي ↗

Feb 10 2026 13F-HR · الفترة Q4 2025

$337.09B · 4,439 الحيازات المدرجة · عرض تقديم SEC الأصلي ↗

Nov 05 2025 13F-HR · الفترة Q3 2025

$347.54B · 4,505 الحيازات المدرجة · عرض تقديم SEC الأصلي ↗

Aug 01 2025 13F-HR · الفترة Q2 2025

$342.70B · 4,426 الحيازات المدرجة · عرض تقديم SEC الأصلي ↗

المصدر: جميع الحيازات المُحلَّلة من جداول معلومات تقارير 13F لهذا المدير على SEC EDGAR؛ القيم كما هي مُبلَّغ عنها بالدولار الأمريكي الكامل. تقارن التغييرات أحدث نسخة مقبولة من كل ربع (مع دمج التعديلات) على أعداد أسهم معدَّلة وفق التجزئة. فترة الإبلاغ: Q2 2026 · أحدث إيداع Sep 23, 2026 · منهجية التغيير