Histórico do gestor · trimestre arquivado

Mariner, LLC

Overland Park, KS · CIK 1373442 · Registros EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Diff ⇄

$83.99BValor reportado no 13F

5,567Posições

28.9%Peso do top-10

74.20Participações efetivas

—Rotatividade est.

+0Novo

−0Saídas

O valor reportado do portfólio 13F abrange apenas posições compradas reportáveis nos EUA — não inclui caixa, títulos, posições vendidas ou ativos fora dos EUA. Não representa ativos sob gestão. Nenhum registro anterior comparável — colunas de variação indisponíveis neste trimestre.

Valor reportado por trimestre Q4 2025 → Q2 2026

Exposição setorial

Serviços Financeiros 49.7%

Tecnologia 23.5%

Consumo Cíclico 5.4%

Saúde 5.3%

Serviços de Comunicação 4.9%

Indústria 4.1%

Consumo Defensivo 2.7%

Energia 1.9%

Utilidades 0.9%

Materiais Básicos 0.9%

Imóveis 0.6%

Participação no valor de ações ordinárias reportado; (±pp) vs trimestre anterior.

O portfólio · Q4 2025

#	Valor mobiliário	Peso	Valor	Ações	Δ ações		Detido
1	NVDA NVIDIA Corporation	5.7%	$4.75B	25.49M	—	n/c	1
2	AAPL Apple Inc.	5.6%	$4.69B	17.27M	—	n/c	1
3	IVV iShares Core S&P 500 ETF	4.4%	$3.72B	5.43M	—	n/c	1
4	MSFT Microsoft Corporation	3.1%	$2.60B	5.37M	—	n/c	1
5	VEA Vanguard FTSE Developed…	2.5%	$2.06B	33.00M	—	n/c	1
6	AMZN Amazon.com, Inc.	1.7%	$1.45B	6.26M	—	n/c	1
7	GOOGL Alphabet Inc.	1.6%	$1.38B	4.42M	—	n/c	1
8	AVGO Broadcom Inc.	1.6%	$1.34B	3.87M	—	n/c	1
9	AGG iShares Core U.S. Aggregate…	1.4%	$1.20B	12.06M	—	n/c	1
10	SPY State Street SPDR S&P 500…	1.2%	$1.03B	1.51M	—	n/c	1
11	IJH iShares Core S&P Mid-Cap ETF	1.2%	$992.82M	15.04M	—	n/c	1
12	JPM JPMorgan Chase & Co.	1.2%	$975.92M	3.03M	—	n/c	1
13	META Meta Platforms, Inc.	1.2%	$968.90M	1.47M	—	n/c	1
14	VTV Vanguard Morningstar Value…	1.1%	$965.55M	5.06M	—	n/c	1
15	VUG Vanguard Morningstar Growth…	1.1%	$893.94M	1.83M	—	n/c	1
16	IEFA iShares Core MSCI EAFE ETF	1.0%	$870.20M	9.73M	—	n/c	1
17	TSLA Tesla, Inc.	1.0%	$821.05M	1.83M	—	n/c	1
18	IUSB iShares Core Universal USD…	0.9%	$750.24M	16.12M	—	n/c	1
19	GOOG Alphabet Inc.	0.9%	$749.79M	2.39M	—	n/c	1
20	LLY Eli Lilly and Company	0.8%	$713.61M	663.98K	—	n/c	1
21	VWO Vanguard FTSE Emerging…	0.8%	$701.23M	13.04M	—	n/c	1
22	QQQ Invesco QQQ Trust, Series 1	0.8%	$666.23M	1.08M	—	n/c	1
23	SCHG Schwab U.S. Large-Cap…	0.8%	$654.97M	20.08M	—	n/c	1
24	BRK-B Berkshire Hathaway Inc.	0.7%	$611.32M	1.22M	—	n/c	1
25	VTI Vanguard Morningstar Total…	0.7%	$599.57M	1.79M	—	n/c	1
26	VO Vanguard Morningstar…	0.7%	$582.39M	2.01M	—	n/c	1
27	IEMG iShares Core MSCI Emerging…	0.7%	$560.53M	8.34M	—	n/c	1
28	VOO Vanguard S&P 500 ETF	0.6%	$538.64M	858.74K	—	n/c	1
29	WMT Walmart Inc.	0.6%	$522.00M	4.69M	—	n/c	1
30	VB Vanguard Morningstar…	0.6%	$507.12M	1.97M	—	n/c	1
31	IVW iShares S&P 500 Growth ETF	0.5%	$451.82M	3.67M	—	n/c	1
32	PG The Procter & Gamble Company	0.5%	$406.07M	2.83M	—	n/c	1
33	IWY iShares Russell Top 200…	0.5%	$406.01M	1.47M	—	n/c	1
34	JNJ Johnson & Johnson	0.5%	$393.03M	1.90M	—	n/c	1
35	HD The Home Depot, Inc.	0.5%	$388.51M	1.13M	—	n/c	1
36	MA Mastercard Incorporated	0.4%	$370.38M	648.67K	—	n/c	1
37	APO Apollo Global Management…	0.4%	$355.00M	2.43M	—	n/c	1
38	V Visa Inc.	0.4%	$354.59M	1.01M	—	n/c	1
39	AMGN Amgen Inc.	0.4%	$350.68M	1.07M	—	n/c	1
40	COST Costco Wholesale Corporation	0.4%	$341.79M	396.33K	—	n/c	1
41	GEV GE Vernova Inc.	0.4%	$326.34M	499.29K	—	n/c	1
42	EFA iShares MSCI EAFE ETF	0.4%	$314.74M	3.28M	—	n/c	1
43	ABBV AbbVie Inc.	0.4%	$313.14M	1.37M	—	n/c	1
44	GLW Corning Inc	0.4%	$308.39M	3.52M	—	n/c	1
45	XONA.DE Exxon Mobil Corporation	0.4%	$307.53M	2.56M	—	n/c	1
46	NOW ServiceNow, Inc.	0.4%	$306.02M	2.00M	—	n/c	1
47	VIG Vanguard Dividend…	0.4%	$306.00M	1.39M	—	n/c	1
48	MRK Merck & Co., Inc.	0.3%	$289.84M	2.75M	—	n/c	1
49	PNC The PNC Financial Services…	0.3%	$285.79M	1.37M	—	n/c	1
50	NDAQ Nasdaq, Inc.	0.3%	$279.35M	2.88M	—	n/c	1
51	IWF iShares Russell 1000 Growth…	0.3%	$276.71M	584.63K	—	n/c	1
52	SCHX Schwab U.S. Large-Cap ETF	0.3%	$275.44M	10.24M	—	n/c	1
53	SCHV Schwab U.S. Large-Cap Value…	0.3%	$269.54M	9.10M	—	n/c	1
54	BRK-A Berkshire Hathaway Inc.	0.3%	$261.16M	346	—	n/c	1
55	MCD McDonald's Corporation	0.3%	$258.58M	846.01K	—	n/c	1
56	NEE NextEra Energy, Inc.	0.3%	$254.18M	3.17M	—	n/c	1
57	IVE iShares S&P 500 Value ETF	0.3%	$252.61M	1.19M	—	n/c	1
58	CRWD CrowdStrike Holdings, Inc.	0.3%	$251.98M	537.55K	—	n/c	1
59	CVX Chevron Corporation	0.3%	$247.35M	1.62M	—	n/c	1
60	TJX The TJX Companies, Inc.	0.3%	$230.46M	1.50M	—	n/c	1
61	ABT Abbott Laboratories	0.3%	$230.41M	1.84M	—	n/c	1
62	CDNS Cadence Design Systems, Inc.	0.3%	$225.37M	721.02K	—	n/c	1
63	PLTR Palantir Technologies Inc.	0.3%	$222.68M	1.25M	—	n/c	1
64	IXUS iShares Core MSCI Total…	0.3%	$220.17M	2.60M	—	n/c	1
65	MUB iShares National Muni Bond…	0.3%	$219.46M	2.05M	—	n/c	1
66	ORCL Oracle Corporation	0.3%	$219.02M	1.12M	—	n/c	1
67	SCHF Schwab International Equity…	0.3%	$215.28M	8.95M	—	n/c	1
68	SYK Stryker Corporation	0.3%	$213.14M	606.41K	—	n/c	1
69	IJR iShares Core S&P Small-Cap…	0.2%	$209.42M	1.74M	—	n/c	1
70	IEF iShares 7-10 Year Treasury…	0.2%	$209.40M	2.18M	—	n/c	1
71	SPDW State Street SPDR Portfolio…	0.2%	$206.92M	4.66M	—	n/c	1
72	TMUS T-Mobile US, Inc.	0.2%	$205.28M	1.01M	—	n/c	1
73	IWB iShares Russell 1000 ETF	0.2%	$204.21M	546.82K	—	n/c	1
74	DFUS Dimensional U.S. Equity ETF	0.2%	$201.13M	2.71M	—	n/c	1
75	VTEB Vanguard Tax-Exempt Bond ETF	0.2%	$199.04M	3.96M	—	n/c	1
76	SCHD Schwab U.S. Dividend Equity…	0.2%	$189.25M	6.90M	—	n/c	1
77	KLAC KLA Corporation	0.2%	$186.20M	153.22K	—	n/c	1
78	SPYM State Street SPDR Portfolio…	0.2%	$185.83M	2.32M	—	n/c	1
79	VV Vanguard Morningstar…	0.2%	$185.20M	588.30K	—	n/c	1
80	CAT Caterpillar Inc.	0.2%	$185.02M	322.92K	—	n/c	1
81	CSCO Cisco Systems, Inc.	0.2%	$184.90M	2.40M	—	n/c	1
82	DGRO iShares Core Dividend…	0.2%	$180.41M	2.60M	—	n/c	1
83	P Everpure, Inc.	0.2%	$179.54M	2.68M	—	n/c	1
84	VNQ Vanguard Real Estate ETF	0.2%	$175.75M	1.99M	—	n/c	1
85	JCPB JPMorgan Core Plus Bond ETF	0.2%	$172.02M	3.63M	—	n/c	1
86	IWR iShares Russell Mid-Cap ETF	0.2%	$170.92M	1.78M	—	n/c	1
87	TSM Taiwan Semiconductor…	0.2%	$170.91M	562.63K	—	n/c	1
88	ITOT iShares Core S&P Total U.S.…	0.2%	$169.48M	1.14M	—	n/c	1
89	GLD SPDR Gold Shares	0.2%	$168.01M	423.92K	—	n/c	1
90	LIN Linde plc	0.2%	$167.68M	393.23K	—	n/c	1
91	IWM iShares Russell 2000 ETF	0.2%	$165.73M	673.23K	—	n/c	1
92	LDOS Leidos Holdings, Inc.	0.2%	$163.80M	907.95K	—	n/c	1
93	TT Trane Technologies plc	0.2%	$163.33M	419.63K	—	n/c	1
94	TDY Teledyne Technologies…	0.2%	$160.56M	314.38K	—	n/c	1
95	SPYG State Street SPDR Portfolio…	0.2%	$160.32M	1.50M	—	n/c	1
96	PGR The Progressive Corporation	0.2%	$158.97M	698.02K	—	n/c	1
97	GS The Goldman Sachs Group…	0.2%	$158.63M	180.44K	—	n/c	1
98	LRCX Lam Research Corporation	0.2%	$157.74M	921.24K	—	n/c	1
99	XLK State Street Technology…	0.2%	$156.14M	1.08M	—	n/c	1
100	NFLX Netflix, Inc.	0.2%	$155.70M	1.66M	—	n/c	1
101	MS Morgan Stanley	0.2%	$155.48M	875.72K	—	n/c	1
102	EXPE Expedia Group, Inc.	0.2%	$155.29M	548.06K	—	n/c	1
103	IBM International Business…	0.2%	$152.59M	515.04K	—	n/c	1
104	PSX Phillips 66	0.2%	$152.19M	1.18M	—	n/c	1
105	DFAC Dimensional - US Core…	0.2%	$149.05M	3.76M	—	n/c	1
106	WT WisdomTree, Inc.	0.2%	$148.81M	2.35M	—	n/c	1
107	PRF Invesco RAFI US 1000 ETF	0.2%	$147.12M	3.14M	—	n/c	1
108	DFAI Dimensional - International…	0.2%	$147.03M	3.86M	—	n/c	1
109	BIV Vanguard Intermediate-Term…	0.2%	$146.31M	1.88M	—	n/c	1
110	BAC Bank of America Corporation	0.2%	$143.02M	2.60M	—	n/c	1
111	JAAA Janus Henderson AAA CLO ETF	0.2%	$142.14M	2.81M	—	n/c	1
112	BKNG Booking Holdings Inc.	0.2%	$141.78M	26.47K	—	n/c	1
113	PEP PepsiCo, Inc.	0.2%	$141.03M	982.52K	—	n/c	1
114	T AT&T Inc.	0.2%	$139.95M	5.63M	—	n/c	1
115	UNH UnitedHealth Group…	0.2%	$139.33M	422.02K	—	n/c	1
116	WM Waste Management, Inc.	0.2%	$136.67M	621.96K	—	n/c	1
117	TXN Texas Instruments…	0.2%	$136.54M	786.97K	—	n/c	1
118	QUAL iShares MSCI USA Quality…	0.2%	$136.47M	687.10K	—	n/c	1
119	KO The Coca-Cola Company	0.2%	$136.42M	1.95M	—	n/c	1
120	BLK BlackRock, Inc.	0.2%	$135.99M	127.04K	—	n/c	1
121	DUK Duke Energy Corporation	0.2%	$135.91M	1.16M	—	n/c	1
122	AMD Advanced Micro Devices, Inc.	0.2%	$135.35M	631.96K	—	n/c	1
123	DFAE Dimensional - Emerging Core…	0.2%	$134.93M	4.14M	—	n/c	1
124	LOW Lowe's Companies, Inc.	0.2%	$131.43M	544.92K	—	n/c	1
125	PANW Palo Alto Networks, Inc.	0.2%	$130.75M	709.68K	—	n/c	1
126	ANET Arista Networks, Inc.	0.2%	$130.11M	992.70K	—	n/c	1
127	ACN Accenture plc	0.2%	$129.94M	484.25K	—	n/c	1
128	BND Vanguard Total Bond Market…	0.1%	$124.74M	1.68M	—	n/c	1
129	SPYV State Street SPDR Portfolio…	0.1%	$119.80M	2.11M	—	n/c	1
130	ETN Eaton Corporation plc	0.1%	$119.46M	374.99K	—	n/c	1
131	DASH DoorDash, Inc.	0.1%	$118.97M	525.31K	—	n/c	1
132	IAU iShares Gold Trust	0.1%	$117.67M	1.45M	—	n/c	1
133	PFF iShares Preferred and…	0.1%	$117.63M	3.80M	—	n/c	1
134	SCHB Schwab U.S. Broad Market ETF	0.1%	$116.85M	4.45M	—	n/c	1
135	ACM Aecom	0.1%	$116.48M	1.22M	—	n/c	1
136	QQQM Invesco NASDAQ 100 ETF	0.1%	$115.66M	457.30K	—	n/c	1
137	GE GE Aerospace	0.1%	$115.55M	374.97K	—	n/c	1
138	CMI Cummins Inc.	0.1%	$113.24M	221.81K	—	n/c	1
139	MCK McKesson Corporation	0.1%	$112.38M	136.99K	—	n/c	1
140	IWD iShares Russell 1000 Value…	0.1%	$111.79M	531.50K	—	n/c	1
141	VOE Vanguard Morningstar…	0.1%	$110.22M	621.31K	—	n/c	1
142	IGF iShares Global…	0.1%	$106.92M	1.74M	—	n/c	1
143	AXP American Express Company	0.1%	$106.63M	288.18K	—	n/c	1
144	UBER Uber Technologies, Inc.	0.1%	$105.00M	1.28M	—	n/c	1
145	MU Micron Technology, Inc.	0.1%	$104.09M	364.30K	—	n/c	1
146	VBR Vanguard Morningstar…	0.1%	$99.83M	471.28K	—	n/c	1
147	USMV iShares MSCI USA Min Vol…	0.1%	$99.36M	1.06M	—	n/c	1
148	QCOM QUALCOMM Incorporated	0.1%	$98.09M	573.30K	—	n/c	1
149	VT Vanguard Total World Stock…	0.1%	$97.77M	693.08K	—	n/c	1
150	C Citigroup Inc.	0.1%	$97.58M	836.16K	—	n/c	1
151	TREE LendingTree, Inc.	0.1%	$93.46M	1.76M	—	n/c	1
152	CME CME Group Inc.	0.1%	$93.44M	342.17K	—	n/c	1
153	SUB iShares Short-Term National…	0.1%	$93.25M	873.91K	—	n/c	1
154	CRM Salesforce, Inc.	0.1%	$93.01M	351.08K	—	n/c	1
155	IWP iShares Russell Mid-Cap…	0.1%	$91.21M	666.08K	—	n/c	1
156	MPC Marathon Petroleum…	0.1%	$89.79M	552.07K	—	n/c	1
157	CGDV Capital Group Dividend…	0.1%	$89.75M	2.06M	—	n/c	1
158	TMO Thermo Fisher Scientific…	0.1%	$89.28M	154.05K	—	n/c	1
159	IVOV VANGUARD ADMIRAL FDS INC	0.1%	$87.75M	868.74K	—	n/c	1
160	APH Amphenol Corporation	0.1%	$85.54M	632.82K	—	n/c	1
161	WFC Wells Fargo & Company	0.1%	$85.47M	916.72K	—	n/c	1
162	SPEM State Street SPDR Portfolio…	0.1%	$84.79M	1.81M	—	n/c	1
163	RTX RTX Corporation	0.1%	$84.61M	461.31K	—	n/c	1
164	INTU Intuit Inc.	0.1%	$84.40M	127.38K	—	n/c	1
165	KMI Kinder Morgan, Inc.	0.1%	$84.06M	3.06M	—	n/c	1
166	AMT American Tower Corporation	0.1%	$83.01M	472.74K	—	n/c	1
167	SCHA Schwab U.S. Small-Cap ETF	0.1%	$82.91M	2.91M	—	n/c	1
168	VYM Vanguard High Dividend…	0.1%	$81.80M	569.97K	—	n/c	1
169	RSP Invesco S&P 500 Equal…	0.1%	$81.58M	425.88K	—	n/c	1
170	GILD Gilead Sciences, Inc.	0.1%	$81.55M	664.33K	—	n/c	1
171	EEM iShares MSCI Emerging…	0.1%	$81.16M	1.48M	—	n/c	1
172	MRSH Marsh & McLennan Companies…	0.1%	$80.27M	432.62K	—	n/c	1
173	BIL State Street SPDR Bloomberg…	0.1%	$80.25M	878.24K	—	n/c	1
174	VYMI Vanguard International High…	0.1%	$80.01M	888.95K	—	n/c	1
175	AMAT Applied Materials, Inc.	0.1%	$79.40M	308.82K	—	n/c	1
176	TFLO iShares Treasury Floating…	0.1%	$79.28M	1.57M	—	n/c	1
177	HON Honeywell International Inc.	0.1%	$78.10M	400.27K	—	n/c	1
178	DHR Danaher Corporation	0.1%	$77.86M	340.06K	—	n/c	1
179	MGK Vanguard Morningstar Mega…	0.1%	$77.07M	186.72K	—	n/c	1
180	OEF iShares S&P 100 ETF	0.1%	$76.97M	224.41K	—	n/c	1
181	IDEV iShares Core MSCI…	0.1%	$76.95M	932.85K	—	n/c	1
182	DG Dollar General Corporation	0.1%	$76.58M	576.53K	—	n/c	1
183	IVOG VANGUARD ADMIRAL FDS INC	0.1%	$76.49M	636.39K	—	n/c	1
184	PM Philip Morris International…	0.1%	$76.02M	473.81K	—	n/c	1
185	SPGI S&P Global Inc.	0.1%	$75.73M	144.88K	—	n/c	1
186	ASML ASML Holding N.V.	0.1%	$75.48M	70.56K	—	n/c	1
187	UPS United Parcel Service, Inc.	0.1%	$75.19M	757.93K	—	n/c	1
188	ISRG Intuitive Surgical, Inc.	0.1%	$74.86M	132.13K	—	n/c	1
189	MDT Medtronic plc	0.1%	$74.60M	776.50K	—	n/c	1
190	SYY Sysco Corporation	0.1%	$73.91M	1.00M	—	n/c	1
191	REGN Regeneron Pharmaceuticals…	0.1%	$73.50M	95.22K	—	n/c	1
192	RDVY First Trust Rising Dividend…	0.1%	$72.96M	1.05M	—	n/c	1
193	CINF Cincinnati Financial…	0.1%	$72.96M	446.71K	—	n/c	1
194	EMR Emerson Electric Co.	0.1%	$72.87M	549.04K	—	n/c	1
195	CB Chubb Limited	0.1%	$72.73M	232.93K	—	n/c	1
196	BMY Bristol-Myers Squibb Company	0.1%	$72.56M	1.34M	—	n/c	1
197	VOOG Vanguard S&P 500 Growth ETF	0.1%	$71.88M	161.67K	—	n/c	1
198	LMT Lockheed Martin Corporation	0.1%	$71.86M	148.53K	—	n/c	1
199	BX Blackstone Inc.	0.1%	$71.86M	466.17K	—	n/c	1
200	VIOO Vanguard S&P Small-Cap 600…	0.1%	$70.79M	637.94K	—	n/c	1
201	IGSB iShares 1-5 Year Investment…	0.1%	$69.36M	1.31M	—	n/c	1
202	DIS The Walt Disney Company	0.1%	$68.30M	600.25K	—	n/c	1
203	APP AppLovin Corporation	0.1%	$68.28M	101.16K	—	n/c	1
204	VGT Vanguard Information…	0.1%	$67.81M	89.97K	—	n/c	1
205	DE Deere & Company	0.1%	$66.49M	142.81K	—	n/c	1
206	SCHM Schwab U.S. Mid-Cap ETF	0.1%	$66.30M	2.20M	—	n/c	1
207	MMM 3M Company	0.1%	$65.98M	412.02K	—	n/c	1
208	PLD Prologis, Inc.	0.1%	$65.46M	512.67K	—	n/c	1
209	FAST Fastenal Company	0.1%	$64.45M	1.61M	—	n/c	1
210	ICSH iShares Ultra Short…	0.1%	$64.36M	1.27M	—	n/c	1
211	NU Nu Holdings Ltd.	0.1%	$64.19M	3.83M	—	n/c	1
212	NKE NIKE, Inc.	0.1%	$64.12M	1.01M	—	n/c	1
213	VBK Vanguard Morningstar…	0.1%	$63.81M	211.21K	—	n/c	1
214	AZN AstraZeneca PLC	0.1%	$63.47M	690.32K	—	n/c	1
215	URI United Rentals, Inc.	0.1%	$63.24M	78.14K	—	n/c	1
216	MDY State Street SPDR S&P…	0.1%	$63.08M	104.56K	—	n/c	1
217	ISTB iShares Core 1-5 Year USD…	0.1%	$62.62M	1.28M	—	n/c	1
218	UNP Union Pacific Corporation	0.1%	$62.59M	270.52K	—	n/c	1
219	VCSH Vanguard Short-Term…	0.1%	$62.23M	780.50K	—	n/c	1
220	EFV iShares MSCI EAFE Value ETF	0.1%	$61.93M	867.22K	—	n/c	1
221	KKR KKR & Co. Inc.	0.1%	$61.90M	485.62K	—	n/c	1
222	NTAP NetApp, Inc.	0.1%	$61.89M	577.85K	—	n/c	1
223	MPLX MPLX Lp	0.1%	$61.55M	1.15M	—	n/c	1
224	AEP American Electric Power…	0.1%	$61.23M	530.90K	—	n/c	1
225	GSK GSK plc	0.1%	$60.59M	1.24M	—	n/c	1
226	MO Altria Group, Inc.	0.1%	$59.36M	1.03M	—	n/c	1
227	NEM Newmont Corporation	0.1%	$59.08M	591.22K	—	n/c	1
228	IEI iShares 3-7 Year Treasury…	0.1%	$59.07M	494.91K	—	n/c	1
229	SHW The Sherwin-Williams Company	0.1%	$58.54M	180.67K	—	n/c	1
230	EQIX Equinix, Inc.	0.1%	$58.25M	76.02K	—	n/c	1
231	VRTX Vertex Pharmaceuticals…	0.1%	$58.24M	128.47K	—	n/c	1
232	DVY iShares Select Dividend ETF	0.1%	$56.71M	401.80K	—	n/c	1
233	HFXI NYLI FTSE International…	0.1%	$55.78M	1.72M	—	n/c	1
234	SCHW The Charles Schwab…	0.1%	$55.42M	554.59K	—	n/c	1
235	EMXC iShares MSCI Emerging…	0.1%	$55.24M	760.09K	—	n/c	1
236	PAYX Paychex, Inc.	0.1%	$54.99M	490.16K	—	n/c	1
237	OMFL Invesco Russell 1000…	0.1%	$54.16M	885.88K	—	n/c	1
238	IFRA iShares U.S. Infrastructure…	0.1%	$53.98M	1.03M	—	n/c	1
239	SPSB State Street SPDR Portfolio…	0.1%	$53.94M	1.79M	—	n/c	1
240	HDV iShares Core High Dividend…	0.1%	$53.45M	439.56K	—	n/c	1
241	FFLC FIDELITY COVINGTON TRUST	0.1%	$53.24M	997.83K	—	n/c	1
242	DFAU Dimensional - US Core…	0.1%	$53.14M	1.14M	—	n/c	1
243	SBUX Starbucks Corporation	0.1%	$53.11M	630.60K	—	n/c	1
244	PRU Prudential Financial, Inc.	0.1%	$53.02M	469.62K	—	n/c	1
245	COF Capital One Financial…	0.1%	$52.85M	217.97K	—	n/c	1
246	TBIL F/m US Treasury 3 Month…	0.1%	$52.47M	1.05M	—	n/c	1
247	MINT PIMCO Enhanced Short…	0.1%	$52.28M	521.04K	—	n/c	1
248	CMF iShares California Muni…	0.1%	$52.05M	905.92K	—	n/c	1
249	IMTB ISHARES TR	0.1%	$51.84M	1.17M	—	n/c	1
250	VONG Vanguard Russell 1000…	0.1%	$51.43M	422.42K	—	n/c	1
251	INTC Intel Corp.	0.1%	$51.36M	1.39M	—	n/c	1
252	GD General Dynamics Corporation	0.1%	$51.21M	152.04K	—	n/c	1
253	DFAT Dimensional - US Targeted…	0.1%	$49.95M	838.67K	—	n/c	1
254	SCHZ Schwab U.S. Aggregate Bond…	0.1%	$49.93M	2.14M	—	n/c	1
255	VZ Verizon Communications Inc.	0.1%	$49.76M	1.22M	—	n/c	1
256	MDLZ Mondelez International, Inc.	0.1%	$49.34M	916.72K	—	n/c	1
257	FDX FedEx Corporation	0.1%	$49.24M	170.40K	—	n/c	1
258	SNOW Snowflake Inc.	0.1%	$48.93M	223.00K	—	n/c	1
259	VMC Vulcan Materials Company	0.1%	$48.76M	170.94K	—	n/c	1
260	SCHE Schwab Emerging Markets…	0.1%	$48.75M	1.49M	—	n/c	1
261	AME AMETEK, Inc.	0.1%	$48.75M	237.38K	—	n/c	1
262	VXF Vanguard Extended Market ETF	0.1%	$48.09M	229.86K	—	n/c	1
263	ADBE Adobe Inc.	0.1%	$47.76M	136.42K	—	n/c	1
264	VOT Vanguard Morningstar…	0.1%	$47.55M	170.34K	—	n/c	1
265	DFAS Dimensional - US Small Cap…	0.1%	$47.14M	676.56K	—	n/c	1
266	HCA HCA Healthcare, Inc.	0.1%	$46.82M	100.25K	—	n/c	1
267	SGOV iShares 0-3 Month Treasury…	0.1%	$46.67M	464.93K	—	n/c	1
268	ITW Illinois Tool Works Inc.	0.1%	$46.27M	187.78K	—	n/c	1
269	APD Air Products and Chemicals…	0.1%	$46.19M	186.98K	—	n/c	1
270	SHYG iShares 0-5 Year High Yield…	0.1%	$46.17M	1.08M	—	n/c	1
271	FLXS FLEXSTEEL INDS INC	0.1%	$46.10M	1.17M	—	n/c	1
272	IBIT iShares Bitcoin Trust ETF	0.1%	$46.08M	927.99K	—	n/c	1
273	DUHP Dimensional - US High…	0.1%	$46.04M	1.21M	—	n/c	1
274	BKR Baker Hughes Company	0.1%	$45.76M	1.00M	—	n/c	1
275	FBTC Fidelity Wise Origin…	0.1%	$45.62M	598.46K	—	n/c	1
276	XYL Xylem Inc.	0.1%	$45.38M	333.20K	—	n/c	1
277	JMST JPMorgan Ultra-Short…	0.1%	$45.28M	888.94K	—	n/c	1
278	DFIC Dimensional - International…	0.1%	$44.98M	1.30M	—	n/c	1
279	IWS iShares Russell Mid-Cap…	0.1%	$44.73M	317.07K	—	n/c	1
280	EPD Enterprise Products…	0.1%	$44.72M	1.39M	—	n/c	1
281	DSI iShares ESG MSCI KLD 400 ETF	0.1%	$44.60M	346.10K	—	n/c	1
282	DYNF iShares U.S. Equity Factor…	0.1%	$44.55M	732.59K	—	n/c	1
283	BOXX EA SERIES TRUST	0.1%	$44.24M	384.37K	—	n/c	1
284	SHOP Shopify Inc.	0.1%	$43.94M	273.22K	—	n/c	1
285	BNY Bank of New York Mellon Corp	0.1%	$43.28M	372.73K	—	n/c	1
286	PFE Pfizer Inc.	0.1%	$43.19M	1.73M	—	n/c	1
287	TEL TE Connectivity plc	0.1%	$43.18M	189.83K	—	n/c	1
288	VXUS Vanguard Total…	0.1%	$42.59M	564.58K	—	n/c	1
289	BA The Boeing Company	0.1%	$42.54M	195.90K	—	n/c	1
290	PAVE Global X - U.S.…	0.1%	$41.98M	878.45K	—	n/c	1
291	IQLT iShares MSCI Intl Quality…	0.1%	$41.63M	916.01K	—	n/c	1
292	ADI Analog Devices, Inc.	0.0%	$41.19M	151.82K	—	n/c	1
293	BSX Boston Scientific…	0.0%	$41.12M	431.21K	—	n/c	1
294	HEFA iShares Currency Hedged…	0.0%	$40.92M	989.46K	—	n/c	1
295	ADP Automatic Data Processing…	0.0%	$40.89M	158.96K	—	n/c	1
296	FNDF Schwab Fundamental…	0.0%	$40.81M	902.59K	—	n/c	1
297	VGSH Vanguard Short-Term…	0.0%	$39.85M	678.57K	—	n/c	1
298	AVUV Avantis U.S. Small Cap…	0.0%	$39.82M	390.42K	—	n/c	1
299	EFG iShares MSCI EAFE Growth ETF	0.0%	$39.69M	348.43K	—	n/c	1
300	CLS Celestica Inc.	0.0%	$39.45M	133.43K	—	n/c	1
301	VCIT Vanguard Intermediate-Term…	0.0%	$39.33M	469.62K	—	n/c	1
302	CEG Constellation Energy…	0.0%	$38.81M	109.84K	—	n/c	1
303	JEPQ JPMorgan Nasdaq Equity…	0.0%	$38.49M	662.31K	—	n/c	1
304	USB U.S. Bancorp	0.0%	$38.24M	716.12K	—	n/c	1
305	DFIV Dimensional - International…	0.0%	$38.19M	765.41K	—	n/c	1
306	IWV iShares Russell 3000 ETF	0.0%	$38.09M	98.47K	—	n/c	1
307	SO The Southern Company	0.0%	$38.07M	436.56K	—	n/c	1
308	DIA State Street SPDR Dow Jones…	0.0%	$37.95M	78.96K	—	n/c	1
309	SMH VanEck Semiconductor ETF	0.0%	$37.47M	104.03K	—	n/c	1
310	NET Cloudflare, Inc.	0.0%	$37.45M	189.96K	—	n/c	1
311	RODM Hartford Multifactor…	0.0%	$36.95M	999.24K	—	n/c	1
312	XLI State Street Industrial…	0.0%	$36.67M	236.37K	—	n/c	1
313	COP ConocoPhillips	0.0%	$36.49M	389.79K	—	n/c	1
314	COWZ Pacer US Cash Cows 100 ETF	0.0%	$36.27M	602.80K	—	n/c	1
315	IMCG iShares Morningstar Mid-Cap…	0.0%	$36.01M	450.98K	—	n/c	1
316	SWK Stanley Black & Decker, Inc.	0.0%	$35.20M	473.82K	—	n/c	1
317	MFDX PIMCO EQUITY SER	0.0%	$35.05M	912.15K	—	n/c	1
318	FCF First Commonwealth…	0.0%	$34.67M	2.06M	—	n/c	1
319	WMB The Williams Companies, Inc.	0.0%	$34.61M	575.76K	—	n/c	1
320	HOOD Robinhood Markets, Inc.	0.0%	$34.47M	304.60K	—	n/c	1
321	DFEM Dimensional - Emerging…	0.0%	$34.00M	1.03M	—	n/c	1
322	IJK iShares S&P Mid-Cap 400…	0.0%	$33.89M	349.77K	—	n/c	1
323	CI Cigna Corporation	0.0%	$33.85M	122.99K	—	n/c	1
324	XLU State Street Utilities…	0.0%	$33.74M	790.30K	—	n/c	1
325	GM General Motors Company	0.0%	$33.52M	411.67K	—	n/c	1
326	BSV Vanguard Short-Term Bond ETF	0.0%	$33.39M	423.63K	—	n/c	1
327	KR The Kroger Co.	0.0%	$32.97M	527.77K	—	n/c	1
328	FNDX Schwab Fundamental U.S.…	0.0%	$32.83M	1.21M	—	n/c	1
329	NVS Novartis AG	0.0%	$32.61M	236.48K	—	n/c	1
330	PSBD PALMER SQUARE CAPITAL BDC IN	0.0%	$32.35M	2.65M	—	n/c	1
331	DFLV Dimensional - US Large Cap…	0.0%	$32.24M	942.51K	—	n/c	1
332	CNC Centene Corp.	0.0%	$32.08M	779.51K	—	n/c	1
333	ROP Roper Technologies, Inc.	0.0%	$32.04M	71.96K	—	n/c	1
334	XLV State Street Health Care…	0.0%	$31.96M	206.46K	—	n/c	1
335	BUFR FT Vest Laddered Buffer ETF	0.0%	$31.80M	928.27K	—	n/c	1
336	SPMO Invesco S&P 500 Momentum ETF	0.0%	$31.80M	266.53K	—	n/c	1
337	JPST JPMorgan Ultra-Short Income…	0.0%	$31.35M	619.75K	—	n/c	1
338	DFUV Dimensional - US Marketwide…	0.0%	$31.20M	669.62K	—	n/c	1
339	DDOG Datadog, Inc.	0.0%	$31.11M	228.69K	—	n/c	1
340	SDY State Street SPDR S&P…	0.0%	$30.50M	219.14K	—	n/c	1
341	IWN iShares Russell 2000 Value…	0.0%	$30.49M	168.24K	—	n/c	1
342	JGRO JPMorgan Active Growth ETF	0.0%	$30.32M	326.74K	—	n/c	1
343	CRWV CoreWeave, Inc. Class A…	0.0%	$30.26M	422.52K	—	n/c	1
344	SPAB State Street SPDR Portfolio…	0.0%	$30.20M	1.17M	—	n/c	1
345	ET Energy Transfer LP	0.0%	$30.11M	1.83M	—	n/c	1
346	FIX Comfort Systems USA, Inc.	0.0%	$29.91M	32.02K	—	n/c	1
347	MMIT NEW YORK LIFE INVTS ACTIVE E	0.0%	$29.75M	1.22M	—	n/c	1
348	GLDM SPDR Gold MiniShares Trust	0.0%	$29.75M	348.47K	—	n/c	1
349	IDV iShares International…	0.0%	$29.38M	744.81K	—	n/c	1
350	FTSM First Trust Enhanced Short…	0.0%	$29.38M	490.24K	—	n/c	1
351	VEU Vanguard FTSE All-World…	0.0%	$29.27M	397.84K	—	n/c	1
352	DELL Dell Technologies Inc.	0.0%	$28.80M	228.71K	—	n/c	1
353	ESGD iShares ESG Aware MSCI EAFE…	0.0%	$28.80M	302.84K	—	n/c	1
354	CTAS Cintas Corporation	0.0%	$28.58M	151.93K	—	n/c	1
355	JEPI JPMorgan Equity Premium…	0.0%	$28.48M	497.52K	—	n/c	1
356	IYW iShares U.S. Technology ETF	0.0%	$28.42M	142.32K	—	n/c	1
357	EMLP First Trust North American…	0.0%	$28.39M	749.39K	—	n/c	1
358	FIXD First Trust Smith…	0.0%	$28.08M	633.68K	—	n/c	1
359	VCRB Vanguard Core Bond ETF	0.0%	$28.01M	359.64K	—	n/c	1
360	ELV Elevance Health Inc.	0.0%	$27.95M	79.76K	—	n/c	1
361	XLF State Street Financial…	0.0%	$27.76M	506.80K	—	n/c	1
362	WCN Waste Connections, Inc.	0.0%	$27.75M	158.23K	—	n/c	1
363	CVS CVS Health Corp.	0.0%	$27.71M	349.02K	—	n/c	1
364	TEAM Atlassian Corporation	0.0%	$27.55M	169.79K	—	n/c	1
365	CHD Church & Dwight Co., Inc.	0.0%	$27.52M	328.15K	—	n/c	1
366	DHI D.R. Horton, Inc.	0.0%	$27.50M	190.79K	—	n/c	1
367	FCX Freeport-McMoRan Inc.	0.0%	$27.47M	540.42K	—	n/c	1
368	VGIT Vanguard Intermediate-Term…	0.0%	$27.38M	456.82K	—	n/c	1
369	PCG PG&E Corporation	0.0%	$27.22M	1.69M	—	n/c	1
370	SLYG State Street SPDR S&P 600…	0.0%	$26.63M	282.70K	—	n/c	1
371	OKE ONEOK, Inc.	0.0%	$26.54M	361.06K	—	n/c	1
372	MCO Moody's Corporation	0.0%	$26.51M	51.87K	—	n/c	1
373	ABNB Airbnb, Inc.	0.0%	$26.39M	194.29K	—	n/c	1
374	TTWO Take-Two Interactive…	0.0%	$26.20M	102.33K	—	n/c	1
375	VIGI Vanguard International…	0.0%	$26.02M	284.55K	—	n/c	1
376	SHY iShares 1-3 Year Treasury…	0.0%	$26.00M	313.91K	—	n/c	1
377	BIDU Baidu, Inc.	0.0%	$25.89M	198.17K	—	n/c	1
378	EIX Edison International	0.0%	$25.87M	430.69K	—	n/c	1
379	AZO AutoZone, Inc.	0.0%	$25.79M	7.60K	—	n/c	1
380	IMTM iShares MSCI Intl Momentum…	0.0%	$25.77M	537.15K	—	n/c	1
381	AMP Ameriprise Financial, Inc.	0.0%	$25.75M	52.47K	—	n/c	1
382	IJT iShares S&P Small-Cap 600…	0.0%	$25.72M	182.22K	—	n/c	1
383	MTUM iShares MSCI USA Momentum…	0.0%	$25.63M	102.39K	—	n/c	1
384	CTSH Cognizant Technology…	0.0%	$25.62M	308.65K	—	n/c	1
385	MLM Martin Marietta Materials…	0.0%	$25.60M	41.11K	—	n/c	1
386	FBND Fidelity Total Bond ETF	0.0%	$25.54M	554.68K	—	n/c	1
387	VLO Valero Energy Corporation	0.0%	$25.52M	156.69K	—	n/c	1
388	SHEL Shell plc	0.0%	$25.47M	346.62K	—	n/c	1
389	SPHQ Invesco S&P 500 Quality ETF	0.0%	$25.23M	336.24K	—	n/c	1
390	CMCSA Comcast Corporation	0.0%	$25.18M	842.29K	—	n/c	1
391	SUSA iShares ESG Optimized MSCI…	0.0%	$25.11M	180.07K	—	n/c	1
392	NOC Northrop Grumman Corporation	0.0%	$24.98M	43.81K	—	n/c	1
393	IJS iShares S&P Small-Cap 600…	0.0%	$24.93M	219.24K	—	n/c	1
394	PSQA PALMER SQUARE FUNDS TRUST	0.0%	$24.86M	1.22M	—	n/c	1
395	ADSK Autodesk, Inc.	0.0%	$24.72M	83.45K	—	n/c	1
396	ROK Rockwell Automation, Inc.	0.0%	$24.43M	62.76K	—	n/c	1
397	PYLD PIMCO Multisector Bond…	0.0%	$24.39M	914.23K	—	n/c	1
398	VRT Vertiv Holdings Co	0.0%	$24.22M	149.39K	—	n/c	1
399	GBIL Goldman Sachs Access…	0.0%	$24.09M	241.00K	—	n/c	1
400	FTNT Fortinet, Inc.	0.0%	$24.05M	302.59K	—	n/c	1
401	ONEY SPDR SERIES TRUST	0.0%	$24.03M	211.62K	—	n/c	1
402	MAR Marriott International, Inc.	0.0%	$23.95M	77.16K	—	n/c	1
403	IBDR iShares iBonds Dec 2026…	0.0%	$23.81M	982.86K	—	n/c	1
404	SLV iShares Silver Trust	0.0%	$23.68M	367.55K	—	n/c	1
405	SPSM State Street SPDR Portfolio…	0.0%	$23.65M	504.13K	—	n/c	1
406	FDVV Fidelity High Dividend ETF	0.0%	$23.64M	417.02K	—	n/c	1
407	TFC Truist Financial Corporation	0.0%	$23.62M	479.84K	—	n/c	1
408	SHV iShares Trust iShares 0-1…	0.0%	$23.46M	212.94K	—	n/c	1
409	ORLY O'Reilly Automotive, Inc.	0.0%	$23.40M	256.50K	—	n/c	1
410	VFH Vanguard Financials ETF	0.0%	$23.32M	174.69K	—	n/c	1
411	WDC Western Digital Corporation	0.0%	$23.32M	135.19K	—	n/c	1
412	PH Parker-Hannifin Corporation	0.0%	$23.25M	26.45K	—	n/c	1
413	RWL Invesco S&P 500 Revenue ETF	0.0%	$23.24M	202.96K	—	n/c	1
414	UL Unilever PLC	0.0%	$22.70M	347.03K	—	n/c	1
415	IJJ iShares S&P Mid-Cap 400…	0.0%	$22.63M	171.96K	—	n/c	1
416	GII SPDR INDEX SHS FDS	0.0%	$22.56M	323.29K	—	n/c	1
417	TRV The Travelers Companies…	0.0%	$22.50M	77.53K	—	n/c	1
418	AFL Aflac Incorporated	0.0%	$22.46M	203.61K	—	n/c	1
419	VHT Vanguard Health Care ETF	0.0%	$22.34M	77.59K	—	n/c	1
420	RBLX Roblox Corporation	0.0%	$22.28M	274.79K	—	n/c	1
421	ZM Zoom Communications, Inc.	0.0%	$22.22M	257.48K	—	n/c	1
422	VTHR Vanguard Russell 3000 ETF	0.0%	$22.12M	73.65K	—	n/c	1
423	DAL Delta Air Lines, Inc.	0.0%	$21.93M	315.97K	—	n/c	1
424	AWK American Water Works…	0.0%	$21.92M	168.02K	—	n/c	1
425	TERN Terns Pharmaceuticals, Inc.	0.0%	$21.90M	542.05K	—	n/c	1
426	ULTA Ulta Beauty, Inc.	0.0%	$21.60M	35.70K	—	n/c	1
427	AVEM Avantis Emerging Markets…	0.0%	$21.51M	279.27K	—	n/c	1
428	JCI Johnson Controls…	0.0%	$21.37M	178.38K	—	n/c	1
429	COIN Coinbase Global, Inc.	0.0%	$21.35M	94.43K	—	n/c	1
430	FVD First Trust Value Line…	0.0%	$21.31M	462.36K	—	n/c	1
431	MEDP Medpace Holdings, Inc.	0.0%	$21.25M	37.78K	—	n/c	1
432	CMG Chipotle Mexican Grill, Inc.	0.0%	$21.17M	572.17K	—	n/c	1
433	HELO JPMorgan Hedged Equity…	0.0%	$21.12M	317.99K	—	n/c	1
434	XLE State Street Energy Select…	0.0%	$21.09M	471.81K	—	n/c	1
435	OWL Blue Owl Capital Inc.	0.0%	$20.83M	1.66M	—	n/c	1
436	AKRE Akre Focus ETF	0.0%	$20.82M	317.75K	—	n/c	1
437	ECL Ecolab Inc.	0.0%	$20.79M	79.15K	—	n/c	1
438	TGT Target Corporation	0.0%	$20.77M	212.54K	—	n/c	1
439	TDG TransDigm Group Incorporated	0.0%	$20.75M	15.60K	—	n/c	1
440	IWO iShares Russell 2000 Growth…	0.0%	$20.75M	64.23K	—	n/c	1
441	SPGM SPDR INDEX SHS FDS	0.0%	$20.71M	269.98K	—	n/c	1
442	DIHP Dimensional International…	0.0%	$20.71M	654.00K	—	n/c	1
443	SOXX iShares Semiconductor ETF	0.0%	$20.59M	68.38K	—	n/c	1
444	DTH WISDOMTREE TR	0.0%	$20.59M	399.00K	—	n/c	1
445	MBB iShares MBS ETF	0.0%	$20.34M	213.57K	—	n/c	1
446	DBND DOUBLELINE ETF TRUST	0.0%	$20.30M	437.89K	—	n/c	1
447	XLY State Street Consumer…	0.0%	$20.28M	169.86K	—	n/c	1
448	EWX SPDR INDEX SHS FDS	0.0%	$20.10M	306.11K	—	n/c	1
449	BAI iShares A.I. Innovation and…	0.0%	$19.81M	595.02K	—	n/c	1
450	TLT iShares 20+ Year Treasury…	0.0%	$19.75M	226.54K	—	n/c	1
451	ROST Ross Stores, Inc.	0.0%	$19.74M	109.55K	—	n/c	1
452	IQV IQVIA Holdings Inc.	0.0%	$19.69M	87.30K	—	n/c	1
453	BINC iShares Flexible Income…	0.0%	$19.67M	372.77K	—	n/c	1
454	THRO iShares U.S. Thematic…	0.0%	$19.59M	507.98K	—	n/c	1
455	FUTY Fidelity MSCI Utilities…	0.0%	$19.54M	353.94K	—	n/c	1
456	BOND PIMCO Active Bond…	0.0%	$19.50M	209.44K	—	n/c	1
457	VCTR Victory Capital Holdings…	0.0%	$19.47M	308.65K	—	n/c	1
458	PYPL PayPal Holdings, Inc.	0.0%	$19.36M	331.28K	—	n/c	1
459	ICE Intercontinental Exchange…	0.0%	$19.27M	118.95K	—	n/c	1
460	FTCS First Trust Capital…	0.0%	$19.23M	207.91K	—	n/c	1
461	ALL The Allstate Corporation	0.0%	$19.18M	92.15K	—	n/c	1
462	XLRE State Street Real Estate…	0.0%	$19.17M	475.11K	—	n/c	1
463	CGMS Capital Group U.S.…	0.0%	$18.98M	687.30K	—	n/c	1
464	MDYG State Street SPDR S&P 400…	0.0%	$18.97M	205.25K	—	n/c	1
465	STX Seagate Technology Holdings…	0.0%	$18.90M	68.59K	—	n/c	1
466	BNDX Vanguard Total…	0.0%	$18.82M	389.46K	—	n/c	1
467	SPTM State Street SPDR Portfolio…	0.0%	$18.75M	227.22K	—	n/c	1
468	XLC State Street Communication…	0.0%	$18.50M	157.15K	—	n/c	1
469	ITA iShares U.S. Aerospace &…	0.0%	$18.41M	85.77K	—	n/c	1
470	MSI Motorola Solutions, Inc.	0.0%	$18.32M	47.79K	—	n/c	1
471	COO The Cooper Companies, Inc.	0.0%	$18.31M	223.36K	—	n/c	1
472	ESGU iShares ESG Aware MSCI USA…	0.0%	$18.30M	122.81K	—	n/c	1
473	ACGL Arch Capital Group Ltd.	0.0%	$18.25M	190.22K	—	n/c	1
474	SPMD State Street SPDR Portfolio…	0.0%	$18.21M	314.42K	—	n/c	1
475	PSQO PALMER SQUARE FUNDS TRUST	0.0%	$18.12M	878.70K	—	n/c	1
476	COHR Coherent, Inc.	0.0%	$18.12M	98.15K	—	n/c	1
477	AVUS Avantis U.S. Equity ETF	0.0%	$18.12M	162.07K	—	n/c	1
478	ESGV Vanguard ESG U.S. Stock ETF	0.0%	$18.06M	149.34K	—	n/c	1
479	PAA Plains All American…	0.0%	$18.00M	1.00M	—	n/c	1
480	NTRA Natera, Inc.	0.0%	$17.91M	78.13K	—	n/c	1
481	VONV Vanguard Russell 1000 Value…	0.0%	$17.88M	193.70K	—	n/c	1
482	XLSR SSGA ACTIVE TR	0.0%	$17.85M	286.55K	—	n/c	1
483	CFG Citizens Financial Group…	0.0%	$17.75M	303.69K	—	n/c	1
484	ACWX iShares MSCI ACWI ex U.S.…	0.0%	$17.74M	264.28K	—	n/c	1
485	CCCS CCC Intelligent Solutions…	0.0%	$17.74M	2.23M	—	n/c	1
486	AGX Argan, Inc.	0.0%	$17.72M	56.57K	—	n/c	1
487	MOAT VanEck Morningstar Wide…	0.0%	$17.69M	170.84K	—	n/c	1
488	FTI TechnipFMC plc	0.0%	$17.68M	396.04K	—	n/c	1
489	SPTL State Street SPDR Portfolio…	0.0%	$17.53M	662.15K	—	n/c	1
490	QDPL PACER FDS TR	0.0%	$17.47M	411.36K	—	n/c	1
491	BDX Becton, Dickinson and…	0.0%	$17.46M	89.94K	—	n/c	1
492	MET MetLife, Inc.	0.0%	$17.43M	220.68K	—	n/c	1
493	EW Edwards Lifesciences…	0.0%	$17.42M	204.27K	—	n/c	1
494	MRVL Marvell Technology, Inc.	0.0%	$17.30M	203.33K	—	n/c	1
495	JBHT J.B. Hunt Transport…	0.0%	$17.23M	88.55K	—	n/c	1
496	AON Aon plc	0.0%	$17.16M	48.62K	—	n/c	1
497	DVN Devon Energy Corporation	0.0%	$17.16M	468.40K	—	n/c	1
498	IGM iShares Expanded Tech…	0.0%	$17.12M	132.57K	—	n/c	1
499	VRSN VeriSign, Inc.	0.0%	$17.09M	70.32K	—	n/c	1
500	ALNY Alnylam Pharmaceuticals…	0.0%	$16.88M	42.44K	—	n/c	1

Apenas posições de ações ordinárias (SH); linhas de opções estão na aba Opções e nunca são compensadas. ✂ = variação calculada em relação às ações anteriores ajustadas por desdobramento. "Mantido N+" = mantido em todos os trimestres da nossa janela, possivelmente por mais tempo.

Idade da posição

34640–1 trimestres

Trimestres consecutivos em que cada posição atual foi reportada, dentro da nossa janela de dados.

Gestores similares

Gestor	Posições comuns	Sobreposição de nomes	Similaridade ponderada
Fifth Third Bancorp	2656	52.6%	0.8606	Comparar ⇄
Corient Private Wealth LP	2133	49.9%	0.859	Comparar ⇄
Commonwealth Equity Services, Llc	2500	47.1%	0.8434	Comparar ⇄
Bank of New York Mellon Corp	2533	50.0%	0.8333	Comparar ⇄
Wells Fargo & Company/Mn	3272	48.7%	0.8259	Comparar ⇄
Captrust Financial Advisors	2270	52.4%	0.817	Comparar ⇄
Quantinno Capital Management LP	2366	52.8%	0.8149	Comparar ⇄
Cerity Partners LLC	2447	57.6%	0.8146	Comparar ⇄

Similaridade apenas das posições compradas reportadas — hedges e ativos não sujeitos ao 13F são invisíveis. Metodologia

Histórico de registros

Aug 13 2026 13F-HR · período Q2 2026

$95.19B · 4,694 posições listadas · Ver filing original na SEC ↗

May 13 2026 13F-HR · período Q1 2026

$85.65B · 5,619 posições listadas · Ver filing original na SEC ↗

Feb 13 2026 13F-HR · período Q4 2025

$83.99B · 5,567 posições listadas · Ver filing original na SEC ↗

Nov 14 2025 13F-HR · período Q3 2025

$77.39B · 5,558 posições listadas · Ver filing original na SEC ↗

Aug 14 2025 13F-HR · período Q2 2025

$69.28B · 5,449 posições listadas · Ver filing original na SEC ↗

Proveniência: Todas as posições analisadas das tabelas de informação do 13F deste gestor no SEC EDGAR; valores conforme reportado, em USD inteiro. As variações comparam a versão mais recente aceita de cada trimestre (emendas incorporadas) com base em contagens de ações ajustadas por desdobramentos. Período de referência: Q4 2025 · último registro Aug 13, 2026 · Metodologia de variação

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Mariner, LLC