運用会社レコード · アーカイブ済み四半期

Mml Investors Services, Llc

Springfield, MA · CIK 701059 · EDGARファイリング ↗

Q2 2026 Q1 2026 Q4 2025 差分 ⇄

$41.05B報告済み13F評価額

3,037ポジション

16.0%トップ10ウェイト

184.20実効保有

—推定回転率

+0新規

−0解消銘柄

報告済み13Fポートフォリオ評価額は米国の報告対象ロングポジションのみを対象としており、現金、債券、ショート、非米国保有は含まれません。運用資産残高（AUM）とは異なります。 比較可能な直前申告書なし — 今四半期は変化欄が利用できません。

四半期別報告済み評価額 Q4 2025 → Q2 2026

セクターエクスポージャー

金融サービス 69.7%

テクノロジー 11.2%

消費者循環株 3.7%

コミュニケーション・サービス 3.6%

ヘルスケア 3.4%

資本財・サービス 3.1%

消費者ディフェンシブ 1.9%

エネルギー 1.1%

公益事業 0.9%

不動産 0.6%

素材 0.6%

報告済み普通株式価値に占める比率；（±pp）前四半期比。

ポートフォリオ · Q4 2025

#	有価証券	ウェイト	時価	株数	Δ株式数		保有中
1	IVV iShares Core S&P 500 ETF	3.1%	$1.27B	1.85M	—	n/c	1
2	AAPL Apple Inc.	1.8%	$755.26M	2.78M	—	n/c	1
3	NVDA NVIDIA Corporation	1.7%	$711.78M	3.82M	—	n/c	1
4	MSFT Microsoft Corporation	1.7%	$694.46M	1.44M	—	n/c	1
5	QQQ Invesco QQQ Trust, Series 1	1.4%	$556.18M	905.37K	—	n/c	1
6	AMZN Amazon.com, Inc.	1.3%	$532.54M	2.31M	—	n/c	1
7	DYNF iShares U.S. Equity Factor…	1.3%	$525.63M	8.64M	—	n/c	1
8	VEA Vanguard FTSE Developed…	1.3%	$521.41M	8.35M	—	n/c	1
9	VOO Vanguard S&P 500 ETF	1.2%	$502.36M	801.05K	—	n/c	1
10	SPY State Street SPDR S&P 500…	1.2%	$498.20M	730.59K	—	n/c	1
11	IEMG iShares Core MSCI Emerging…	1.2%	$490.10M	7.29M	—	n/c	1
12	GOOGL Alphabet Inc.	1.1%	$461.70M	1.48M	—	n/c	1
13	IVW iShares S&P 500 Growth ETF	1.1%	$449.31M	3.65M	—	n/c	1
14	IVE iShares S&P 500 Value ETF	1.1%	$446.10M	2.10M	—	n/c	1
15	SCHG Schwab U.S. Large-Cap…	0.9%	$382.52M	11.73M	—	n/c	1
16	VUG Vanguard Morningstar Growth…	0.9%	$377.49M	773.76K	—	n/c	1
17	QUAL iShares MSCI USA Quality…	0.9%	$367.58M	1.85M	—	n/c	1
18	IEFA iShares Core MSCI EAFE ETF	0.9%	$367.49M	4.11M	—	n/c	1
19	IUSB iShares Core Universal USD…	0.8%	$346.16M	7.44M	—	n/c	1
20	META Meta Platforms, Inc.	0.8%	$336.15M	509.24K	—	n/c	1
21	EFV iShares MSCI EAFE Value ETF	0.8%	$319.98M	4.48M	—	n/c	1
22	OEF iShares S&P 100 ETF	0.8%	$308.78M	900.32K	—	n/c	1
23	JPM JPMorgan Chase & Co.	0.7%	$304.59M	945.27K	—	n/c	1
24	BDYN iShares Dynamic Equity…	0.7%	$299.60M	11.70M	—	n/c	1
25	VTV Vanguard Morningstar Value…	0.6%	$264.85M	1.39M	—	n/c	1
26	FELG Fidelity Enhanced Large Cap…	0.6%	$264.53M	6.34M	—	n/c	1
27	IWF iShares Russell 1000 Growth…	0.6%	$249.32M	526.78K	—	n/c	1
28	DGRO iShares Core Dividend…	0.6%	$247.84M	3.57M	—	n/c	1
29	AVGO Broadcom Inc.	0.6%	$241.30M	697.19K	—	n/c	1
30	XLF State Street Financial…	0.6%	$229.54M	4.19M	—	n/c	1
31	IJH iShares Core S&P Mid-Cap ETF	0.5%	$218.40M	3.31M	—	n/c	1
32	MUB iShares National Muni Bond…	0.5%	$217.29M	2.03M	—	n/c	1
33	GOOG Alphabet Inc.	0.5%	$216.45M	689.76K	—	n/c	1
34	CGDV Capital Group Dividend…	0.5%	$214.76M	4.92M	—	n/c	1
35	BND Vanguard Total Bond Market…	0.5%	$206.26M	2.78M	—	n/c	1
36	XLK State Street Technology…	0.5%	$192.95M	1.34M	—	n/c	1
37	SPYM State Street SPDR Portfolio…	0.5%	$192.80M	2.40M	—	n/c	1
38	TLH iShares 10-20 Year Treasury…	0.5%	$188.14M	1.85M	—	n/c	1
39	BDVL iShares Disciplined…	0.4%	$180.42M	7.27M	—	n/c	1
40	THRO iShares U.S. Thematic…	0.4%	$177.46M	4.60M	—	n/c	1
41	JEPI JPMorgan Equity Premium…	0.4%	$175.35M	3.06M	—	n/c	1
42	MTUM iShares MSCI USA Momentum…	0.4%	$173.83M	694.45K	—	n/c	1
43	SCHD Schwab U.S. Dividend Equity…	0.4%	$172.76M	6.30M	—	n/c	1
44	BAI iShares A.I. Innovation and…	0.4%	$172.76M	5.19M	—	n/c	1
45	IAU iShares Gold Trust	0.4%	$171.00M	2.11M	—	n/c	1
46	GLD SPDR Gold Shares	0.4%	$166.39M	419.85K	—	n/c	1
47	MBB iShares MBS ETF	0.4%	$166.31M	1.75M	—	n/c	1
48	V Visa Inc.	0.4%	$165.80M	472.74K	—	n/c	1
49	VWO Vanguard FTSE Emerging…	0.4%	$165.42M	3.08M	—	n/c	1
50	TSLA Tesla, Inc.	0.4%	$163.95M	364.56K	—	n/c	1
51	LLY Eli Lilly and Company	0.4%	$163.41M	152.05K	—	n/c	1
52	IJR iShares Core S&P Small-Cap…	0.4%	$162.65M	1.35M	—	n/c	1
53	CGGR Capital Group Growth ETF	0.4%	$162.04M	3.64M	—	n/c	1
54	VTI Vanguard Morningstar Total…	0.4%	$160.87M	479.82K	—	n/c	1
55	AGG iShares Core U.S. Aggregate…	0.4%	$156.36M	1.57M	—	n/c	1
56	ITA iShares U.S. Aerospace &…	0.4%	$155.66M	725.03K	—	n/c	1
57	BRK-B Berkshire Hathaway Inc.	0.4%	$153.77M	305.91K	—	n/c	1
58	AVEM Avantis Emerging Markets…	0.4%	$151.90M	1.97M	—	n/c	1
59	BINC iShares Flexible Income…	0.4%	$151.00M	2.86M	—	n/c	1
60	ABBV AbbVie Inc.	0.4%	$150.69M	659.52K	—	n/c	1
61	CGUS Capital Group Core Equity…	0.3%	$138.52M	3.44M	—	n/c	1
62	TSM Taiwan Semiconductor…	0.3%	$138.21M	454.81K	—	n/c	1
63	JIRE JPMorgan International…	0.3%	$133.30M	1.78M	—	n/c	1
64	WMT Walmart Inc.	0.3%	$130.72M	1.17M	—	n/c	1
65	VIG Vanguard Dividend…	0.3%	$129.83M	590.72K	—	n/c	1
66	BUFR FT Vest Laddered Buffer ETF	0.3%	$124.26M	3.63M	—	n/c	1
67	SPYG State Street SPDR Portfolio…	0.3%	$117.97M	1.11M	—	n/c	1
68	XLI State Street Industrial…	0.3%	$116.72M	752.43K	—	n/c	1
69	COST Costco Wholesale Corporation	0.3%	$115.44M	133.87K	—	n/c	1
70	VB Vanguard Morningstar…	0.3%	$113.68M	440.70K	—	n/c	1
71	FBND Fidelity Total Bond ETF	0.3%	$113.58M	2.47M	—	n/c	1
72	LQD iShares iBoxx $ Investment…	0.3%	$113.00M	1.03M	—	n/c	1
73	VBK Vanguard Morningstar…	0.3%	$112.35M	371.90K	—	n/c	1
74	HD The Home Depot, Inc.	0.3%	$111.59M	324.31K	—	n/c	1
75	VO Vanguard Morningstar…	0.3%	$111.46M	384.04K	—	n/c	1
76	QQQM Invesco NASDAQ 100 ETF	0.3%	$111.11M	439.32K	—	n/c	1
77	CGGO Capital Group Global Growth…	0.3%	$110.26M	3.18M	—	n/c	1
78	PM Philip Morris International…	0.3%	$106.85M	666.14K	—	n/c	1
79	IWY iShares Russell Top 200…	0.3%	$105.74M	381.81K	—	n/c	1
80	IEUR iShares Core MSCI Europe ETF	0.3%	$104.29M	1.47M	—	n/c	1
81	RDVY First Trust Rising Dividend…	0.3%	$103.99M	1.50M	—	n/c	1
82	NFLX Netflix, Inc.	0.3%	$103.22M	1.10M	—	n/c	1
83	COWZ Pacer US Cash Cows 100 ETF	0.2%	$102.16M	1.70M	—	n/c	1
84	SMH VanEck Semiconductor ETF	0.2%	$101.06M	280.61K	—	n/c	1
85	MA Mastercard Incorporated	0.2%	$99.24M	173.83K	—	n/c	1
86	XONA.DE Exxon Mobil Corporation	0.2%	$98.02M	814.50K	—	n/c	1
87	IWD iShares Russell 1000 Value…	0.2%	$95.76M	455.28K	—	n/c	1
88	VV Vanguard Morningstar…	0.2%	$93.99M	298.56K	—	n/c	1
89	PLTR Palantir Technologies Inc.	0.2%	$93.56M	526.33K	—	n/c	1
90	RSP Invesco S&P 500 Equal…	0.2%	$92.91M	485.00K	—	n/c	1
91	SLV iShares Silver Trust	0.2%	$90.33M	1.40M	—	n/c	1
92	CSCO Cisco Systems, Inc.	0.2%	$90.28M	1.17M	—	n/c	1
93	VYM Vanguard High Dividend…	0.2%	$90.01M	627.14K	—	n/c	1
94	MS Morgan Stanley	0.2%	$89.32M	503.12K	—	n/c	1
95	MTBA SIMPLIFY EXCHANGE TRADED FUN	0.2%	$88.50M	1.76M	—	n/c	1
96	GS The Goldman Sachs Group…	0.2%	$86.56M	98.48K	—	n/c	1
97	BNDX Vanguard Total…	0.2%	$86.23M	1.78M	—	n/c	1
98	IGSB iShares 1-5 Year Investment…	0.2%	$86.05M	1.63M	—	n/c	1
99	CAT Caterpillar Inc.	0.2%	$85.31M	148.91K	—	n/c	1
100	SPDW State Street SPDR Portfolio…	0.2%	$80.18M	1.81M	—	n/c	1
101	SPHY State Street SPDR Portfolio…	0.2%	$79.96M	3.38M	—	n/c	1
102	CVX Chevron Corporation	0.2%	$79.94M	524.49K	—	n/c	1
103	JEPQ JPMorgan Nasdaq Equity…	0.2%	$78.09M	1.34M	—	n/c	1
104	BLK BlackRock, Inc.	0.2%	$77.56M	72.46K	—	n/c	1
105	RTX RTX Corporation	0.2%	$76.28M	415.91K	—	n/c	1
106	ITOT iShares Core S&P Total U.S.…	0.2%	$76.04M	511.38K	—	n/c	1
107	JBND JPMorgan Active Bond ETF	0.2%	$75.79M	1.40M	—	n/c	1
108	EFA iShares MSCI EAFE ETF	0.2%	$74.80M	778.93K	—	n/c	1
109	IAGG iShares Core International…	0.2%	$74.01M	1.48M	—	n/c	1
110	CRM Salesforce, Inc.	0.2%	$73.30M	276.69K	—	n/c	1
111	JNJ Johnson & Johnson	0.2%	$72.87M	352.13K	—	n/c	1
112	ABT Abbott Laboratories	0.2%	$71.89M	573.80K	—	n/c	1
113	BIL State Street SPDR Bloomberg…	0.2%	$70.78M	774.55K	—	n/c	1
114	ACWX iShares MSCI ACWI ex U.S.…	0.2%	$70.41M	1.05M	—	n/c	1
115	SCHF Schwab International Equity…	0.2%	$70.22M	2.92M	—	n/c	1
116	IYW iShares U.S. Technology ETF	0.2%	$69.81M	349.62K	—	n/c	1
117	SCHW The Charles Schwab…	0.2%	$69.16M	692.18K	—	n/c	1
118	XLV State Street Health Care…	0.2%	$68.69M	443.75K	—	n/c	1
119	BSV Vanguard Short-Term Bond ETF	0.2%	$68.51M	869.34K	—	n/c	1
120	SPHQ Invesco S&P 500 Quality ETF	0.2%	$67.77M	903.02K	—	n/c	1
121	SPMO Invesco S&P 500 Momentum ETF	0.2%	$67.65M	567.00K	—	n/c	1
122	VEU Vanguard FTSE All-World…	0.2%	$67.39M	916.07K	—	n/c	1
123	AMGN Amgen Inc.	0.2%	$67.19M	205.28K	—	n/c	1
124	IBM International Business…	0.2%	$66.74M	225.31K	—	n/c	1
125	PG The Procter & Gamble Company	0.2%	$66.22M	462.10K	—	n/c	1
126	VGT Vanguard Information…	0.2%	$65.67M	87.12K	—	n/c	1
127	VZ Verizon Communications Inc.	0.2%	$65.54M	1.61M	—	n/c	1
128	IWB iShares Russell 1000 ETF	0.2%	$65.30M	174.86K	—	n/c	1
129	JPEF J P MORGAN EXCHANGE TRADED F	0.2%	$65.20M	872.99K	—	n/c	1
130	CGMU Capital Group Municipal…	0.2%	$65.08M	2.38M	—	n/c	1
131	FBCG Fidelity Blue Chip Growth…	0.2%	$64.70M	1.18M	—	n/c	1
132	SDVY First Trust SMID Cap Rising…	0.2%	$63.79M	1.66M	—	n/c	1
133	SHY iShares 1-3 Year Treasury…	0.2%	$62.72M	757.35K	—	n/c	1
134	TBIL F/m US Treasury 3 Month…	0.2%	$62.54M	1.25M	—	n/c	1
135	JPST JPMorgan Ultra-Short Income…	0.1%	$61.31M	1.21M	—	n/c	1
136	UBER Uber Technologies, Inc.	0.1%	$61.08M	747.47K	—	n/c	1
137	AMAT Applied Materials, Inc.	0.1%	$60.74M	236.36K	—	n/c	1
138	VXUS Vanguard Total…	0.1%	$60.70M	804.56K	—	n/c	1
139	XLY State Street Consumer…	0.1%	$60.04M	502.84K	—	n/c	1
140	XLC State Street Communication…	0.1%	$59.66M	506.83K	—	n/c	1
141	PLD Prologis, Inc.	0.1%	$59.44M	465.64K	—	n/c	1
142	CGCP Capital Group Core Plus…	0.1%	$59.40M	2.62M	—	n/c	1
143	SPYV State Street SPDR Portfolio…	0.1%	$58.88M	1.04M	—	n/c	1
144	IQLT iShares MSCI Intl Quality…	0.1%	$58.10M	1.28M	—	n/c	1
145	GOVT iShares U.S. Treasury Bond…	0.1%	$57.12M	2.48M	—	n/c	1
146	GE GE Aerospace	0.1%	$56.82M	184.48K	—	n/c	1
147	SDY State Street SPDR S&P…	0.1%	$56.60M	406.72K	—	n/c	1
148	NEE NextEra Energy, Inc.	0.1%	$56.18M	699.84K	—	n/c	1
149	DIS The Walt Disney Company	0.1%	$55.61M	488.84K	—	n/c	1
150	ORCL Oracle Corporation	0.1%	$55.61M	285.32K	—	n/c	1
151	SGOV iShares 0-3 Month Treasury…	0.1%	$55.51M	553.04K	—	n/c	1
152	XLE State Street Energy Select…	0.1%	$55.28M	1.24M	—	n/c	1
153	IWM iShares Russell 2000 ETF	0.1%	$55.17M	224.13K	—	n/c	1
154	WFC Wells Fargo & Company	0.1%	$55.07M	590.84K	—	n/c	1
155	BKNG Booking Holdings Inc.	0.1%	$55.00M	10.27K	—	n/c	1
156	ASML ASML Holding N.V.	0.1%	$54.45M	50.89K	—	n/c	1
157	PH Parker-Hannifin Corporation	0.1%	$54.24M	61.70K	—	n/c	1
158	AMD Advanced Micro Devices, Inc.	0.1%	$54.19M	253.02K	—	n/c	1
159	CGDG Capital Group Dividend…	0.1%	$54.04M	1.52M	—	n/c	1
160	LMT Lockheed Martin Corporation	0.1%	$53.65M	110.92K	—	n/c	1
161	IEF iShares 7-10 Year Treasury…	0.1%	$53.10M	552.18K	—	n/c	1
162	XMMO Invesco S&P MidCap Momentum…	0.1%	$53.08M	383.35K	—	n/c	1
163	QCOM QUALCOMM Incorporated	0.1%	$52.38M	306.25K	—	n/c	1
164	SCHQ SCHWAB STRATEGIC TR	0.1%	$52.17M	1.65M	—	n/c	1
165	HEFA iShares Currency Hedged…	0.1%	$52.08M	1.26M	—	n/c	1
166	BSCQ Invesco BulletShares 2026…	0.1%	$51.46M	2.63M	—	n/c	1
167	COF Capital One Financial…	0.1%	$51.18M	211.19K	—	n/c	1
168	XLG Invesco S&P 500 Top 50 ETF	0.1%	$51.15M	862.92K	—	n/c	1
169	HYG iShares iBoxx $ High Yield…	0.1%	$50.82M	630.27K	—	n/c	1
170	DUK Duke Energy Corporation	0.1%	$50.72M	432.72K	—	n/c	1
171	NOW ServiceNow, Inc.	0.1%	$50.67M	330.75K	—	n/c	1
172	KO The Coca-Cola Company	0.1%	$50.15M	717.29K	—	n/c	1
173	MCD McDonald's Corporation	0.1%	$49.51M	162.00K	—	n/c	1
174	BAC Bank of America Corporation	0.1%	$49.22M	894.86K	—	n/c	1
175	CGGE Capital Group Global Equity…	0.1%	$49.16M	1.55M	—	n/c	1
176	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$49.14M	977.18K	—	n/c	1
177	USMV iShares MSCI USA Min Vol…	0.1%	$47.86M	508.27K	—	n/c	1
178	BIV Vanguard Intermediate-Term…	0.1%	$47.55M	610.58K	—	n/c	1
179	PANW Palo Alto Networks, Inc.	0.1%	$46.58M	252.90K	—	n/c	1
180	SNA Snap-on Incorporated	0.1%	$46.20M	134.06K	—	n/c	1
181	AJG Arthur J. Gallagher & Co.	0.1%	$45.89M	177.33K	—	n/c	1
182	SOXX iShares Semiconductor ETF	0.1%	$45.48M	151.01K	—	n/c	1
183	MGK Vanguard Morningstar Mega…	0.1%	$45.46M	110.13K	—	n/c	1
184	T AT&T Inc.	0.1%	$45.28M	1.82M	—	n/c	1
185	ETN Eaton Corporation plc	0.1%	$45.22M	141.99K	—	n/c	1
186	EMB iShares J.P. Morgan USD…	0.1%	$45.14M	468.82K	—	n/c	1
187	VOT Vanguard Morningstar…	0.1%	$45.05M	161.40K	—	n/c	1
188	EFG iShares MSCI EAFE Growth ETF	0.1%	$44.47M	390.38K	—	n/c	1
189	SBUX Starbucks Corporation	0.1%	$43.65M	518.40K	—	n/c	1
190	CME CME Group Inc.	0.1%	$43.65M	159.82K	—	n/c	1
191	MRK Merck & Co., Inc.	0.1%	$43.45M	412.77K	—	n/c	1
192	IGV iShares Expanded…	0.1%	$43.42M	410.86K	—	n/c	1
193	APP AppLovin Corporation	0.1%	$43.35M	64.33K	—	n/c	1
194	VOE Vanguard Morningstar…	0.1%	$43.02M	242.52K	—	n/c	1
195	VBR Vanguard Morningstar…	0.1%	$42.84M	202.26K	—	n/c	1
196	IYC ISHARES TR	0.1%	$42.78M	414.85K	—	n/c	1
197	C Citigroup Inc.	0.1%	$42.65M	365.46K	—	n/c	1
198	IAI iShares U.S. Broker-Dealers…	0.1%	$42.61M	237.57K	—	n/c	1
199	UNP Union Pacific Corporation	0.1%	$42.32M	182.97K	—	n/c	1
200	VONG Vanguard Russell 1000…	0.1%	$42.15M	346.23K	—	n/c	1
201	IXUS iShares Core MSCI Total…	0.1%	$42.00M	496.20K	—	n/c	1
202	PAYX Paychex, Inc.	0.1%	$41.86M	373.11K	—	n/c	1
203	USB U.S. Bancorp	0.1%	$40.97M	767.80K	—	n/c	1
204	SHV iShares Trust iShares 0-1…	0.1%	$40.73M	369.73K	—	n/c	1
205	COWG Pacer US Large Cap Cash…	0.1%	$40.45M	1.15M	—	n/c	1
206	VCSH Vanguard Short-Term…	0.1%	$40.27M	505.07K	—	n/c	1
207	VT Vanguard Total World Stock…	0.1%	$39.71M	281.48K	—	n/c	1
208	IGEB ISHARES TR	0.1%	$39.46M	864.12K	—	n/c	1
209	AMP Ameriprise Financial, Inc.	0.1%	$39.10M	79.74K	—	n/c	1
210	DFAC Dimensional - US Core…	0.1%	$38.74M	978.60K	—	n/c	1
211	IYJ iShares U.S. Industrials ETF	0.1%	$38.11M	257.24K	—	n/c	1
212	TJX The TJX Companies, Inc.	0.1%	$38.05M	247.74K	—	n/c	1
213	BSCR Invesco BulletShares 2027…	0.1%	$38.00M	1.92M	—	n/c	1
214	MU Micron Technology, Inc.	0.1%	$37.97M	133.02K	—	n/c	1
215	UNH UnitedHealth Group…	0.1%	$37.93M	114.90K	—	n/c	1
216	ANET Arista Networks, Inc.	0.1%	$37.80M	288.51K	—	n/c	1
217	AVUS Avantis U.S. Equity ETF	0.1%	$37.41M	334.65K	—	n/c	1
218	HDV iShares Core High Dividend…	0.1%	$37.37M	307.26K	—	n/c	1
219	MDT Medtronic plc	0.1%	$36.62M	381.18K	—	n/c	1
220	IQV IQVIA Holdings Inc.	0.1%	$36.60M	162.36K	—	n/c	1
221	PULS PGIM Ultra Short Bond ETF	0.1%	$36.49M	735.82K	—	n/c	1
222	VONV Vanguard Russell 1000 Value…	0.1%	$36.23M	392.55K	—	n/c	1
223	ADBE Adobe Inc.	0.1%	$36.10M	103.13K	—	n/c	1
224	AXP American Express Company	0.1%	$36.05M	97.46K	—	n/c	1
225	BLACKROCK ETF TRUST II (未マッピング)	—	$35.86M	736.66K	—		—
226	PEP PepsiCo, Inc.	0.1%	$35.35M	246.28K	—	n/c	1
227	JQUA JPMorgan U.S. Quality…	0.1%	$35.31M	558.82K	—	n/c	1
228	DFUS Dimensional U.S. Equity ETF	0.1%	$35.30M	475.93K	—	n/c	1
229	CGCB Capital Group Core Bond ETF	0.1%	$35.27M	1.33M	—	n/c	1
230	VHT Vanguard Health Care ETF	0.1%	$34.82M	120.96K	—	n/c	1
231	MINT PIMCO Enhanced Short…	0.1%	$34.73M	346.14K	—	n/c	1
232	FDVV Fidelity High Dividend ETF	0.1%	$34.68M	611.75K	—	n/c	1
233	CGBL Capital Group Core Balanced…	0.1%	$34.50M	976.58K	—	n/c	1
234	CGMS Capital Group U.S.…	0.1%	$34.41M	1.25M	—	n/c	1
235	PFE Pfizer Inc.	0.1%	$34.39M	1.38M	—	n/c	1
236	RING ISHARES INC	0.1%	$34.10M	463.07K	—	n/c	1
237	SPYI NEOS ETF TRUST	0.1%	$33.92M	645.69K	—	n/c	1
238	LRCX Lam Research Corporation	0.1%	$33.86M	197.80K	—	n/c	1
239	SPEM State Street SPDR Portfolio…	0.1%	$33.80M	722.14K	—	n/c	1
240	SO The Southern Company	0.1%	$33.68M	386.27K	—	n/c	1
241	NVS Novartis AG	0.1%	$33.47M	242.77K	—	n/c	1
242	HELO JPMorgan Hedged Equity…	0.1%	$33.10M	498.24K	—	n/c	1
243	APUE ActivePassive U.S. Equity…	0.1%	$32.87M	788.84K	—	n/c	1
244	CGXU Capital Group International…	0.1%	$32.81M	1.11M	—	n/c	1
245	DFAI Dimensional - International…	0.1%	$32.35M	848.81K	—	n/c	1
246	FESM Fidelity Enhanced Small Cap…	0.1%	$32.32M	855.48K	—	n/c	1
247	REVS COLUMBIA ETF TR I	0.1%	$32.21M	1.14M	—	n/c	1
248	BNY Bank of New York Mellon Corp	0.1%	$32.06M	276.19K	—	n/c	1
249	PNC The PNC Financial Services…	0.1%	$31.98M	153.21K	—	n/c	1
250	CGHM Capital Group Municipal…	0.1%	$31.63M	1.24M	—	n/c	1
251	SCHV Schwab U.S. Large-Cap Value…	0.1%	$31.56M	1.07M	—	n/c	1
252	PAVE Global X - U.S.…	0.1%	$31.31M	655.06K	—	n/c	1
253	IWR iShares Russell Mid-Cap ETF	0.1%	$31.16M	323.63K	—	n/c	1
254	JGRO JPMorgan Active Growth ETF	0.1%	$31.07M	334.81K	—	n/c	1
255	SHOP Shopify Inc.	0.1%	$30.81M	191.42K	—	n/c	1
256	CRWD CrowdStrike Holdings, Inc.	0.1%	$30.27M	64.58K	—	n/c	1
257	JAAA Janus Henderson AAA CLO ETF	0.1%	$30.11M	595.27K	—	n/c	1
258	VXF Vanguard Extended Market ETF	0.1%	$30.06M	143.73K	—	n/c	1
259	ICVT iShares Convertible Bond ETF	0.1%	$29.76M	302.09K	—	n/c	1
260	XLP State Street Consumer…	0.1%	$29.65M	381.69K	—	n/c	1
261	ILCG iShares Morningstar Growth…	0.1%	$29.64M	284.87K	—	n/c	1
262	MO Altria Group, Inc.	0.1%	$29.58M	513.06K	—	n/c	1
263	IUSV iShares Core S&P U.S. Value…	0.1%	$29.53M	288.00K	—	n/c	1
264	DE Deere & Company	0.1%	$29.46M	63.28K	—	n/c	1
265	TLT iShares 20+ Year Treasury…	0.1%	$29.25M	335.64K	—	n/c	1
266	WT WisdomTree, Inc.	0.3%	$29.13M	325.76K	—	n/c	1
267	IBIT iShares Bitcoin Trust ETF	0.1%	$29.05M	585.12K	—	n/c	1
268	IDMO Invesco S&P International…	0.1%	$29.04M	522.67K	—	n/c	1
269	COP ConocoPhillips	0.1%	$28.97M	309.50K	—	n/c	1
270	PVAL Putnam Focused Large Cap…	0.1%	$28.79M	631.73K	—	n/c	1
271	SPMD State Street SPDR Portfolio…	0.1%	$28.68M	495.17K	—	n/c	1
272	JMUB JPMorgan Municipal ETF	0.1%	$28.65M	567.26K	—	n/c	1
273	SPTM State Street SPDR Portfolio…	0.1%	$28.63M	347.08K	—	n/c	1
274	TXN Texas Instruments…	0.1%	$28.40M	163.71K	—	n/c	1
275	AZN AstraZeneca PLC	0.1%	$28.10M	305.64K	—	n/c	1
276	GD General Dynamics Corporation	0.1%	$27.75M	82.43K	—	n/c	1
277	WEC WEC Energy Group, Inc.	0.1%	$27.63M	262.01K	—	n/c	1
278	IOO iShares Global 100 ETF	0.1%	$27.62M	218.05K	—	n/c	1
279	XLU State Street Utilities…	0.1%	$27.23M	637.92K	—	n/c	1
280	ESGU iShares ESG Aware MSCI USA…	0.1%	$27.19M	182.51K	—	n/c	1
281	ISRG Intuitive Surgical, Inc.	0.1%	$27.17M	47.97K	—	n/c	1
282	BILS State Street SPDR Bloomberg…	0.1%	$27.12M	273.37K	—	n/c	1
283	FMDE Fidelity Enhanced Mid Cap…	0.1%	$26.96M	741.02K	—	n/c	1
284	HSY The Hershey Company	0.1%	$26.94M	148.03K	—	n/c	1
285	QLTY GMO ETF TRUST	0.1%	$26.83M	697.53K	—	n/c	1
286	CMCSA Comcast Corporation	0.1%	$26.49M	886.26K	—	n/c	1
287	BBUS JPMorgan BetaBuilders U.S.…	0.1%	$26.42M	214.28K	—	n/c	1
288	TIP iShares TIPS Bond ETF	0.1%	$26.41M	240.26K	—	n/c	1
289	HON Honeywell International Inc.	0.1%	$26.17M	134.15K	—	n/c	1
290	VCLT Vanguard Long-Term…	0.1%	$26.15M	344.80K	—	n/c	1
291	PFXF VANECK ETF TRUST	0.1%	$25.99M	1.47M	—	n/c	1
292	GILD Gilead Sciences, Inc.	0.1%	$25.88M	210.87K	—	n/c	1
293	APH Amphenol Corporation	0.1%	$25.77M	190.70K	—	n/c	1
294	IUSG iShares Core S&P U.S.…	0.1%	$25.74M	153.28K	—	n/c	1
295	ELV Elevance Health Inc.	0.1%	$25.70M	73.32K	—	n/c	1
296	BSX Boston Scientific…	0.1%	$25.56M	268.06K	—	n/c	1
297	TFLO iShares Treasury Floating…	0.1%	$25.55M	506.44K	—	n/c	1
298	WT WisdomTree, Inc.	0.3%	$25.53M	586.30K	—	n/c	1
299	INTU Intuit Inc.	0.1%	$25.47M	38.45K	—	n/c	1
300	ESGD iShares ESG Aware MSCI EAFE…	0.1%	$25.47M	267.83K	—	n/c	1
301	AIRR First Trust RBA American…	0.1%	$25.37M	258.02K	—	n/c	1
302	GEV GE Vernova Inc.	0.1%	$25.25M	38.64K	—	n/c	1
303	ADI Analog Devices, Inc.	0.1%	$25.17M	92.80K	—	n/c	1
304	BX Blackstone Inc.	0.1%	$25.01M	162.24K	—	n/c	1
305	VMBS Vanguard Mortgage-Backed…	0.1%	$24.98M	530.64K	—	n/c	1
306	ADSK Autodesk, Inc.	0.1%	$24.75M	83.61K	—	n/c	1
307	JCPB JPMorgan Core Plus Bond ETF	0.1%	$24.68M	521.24K	—	n/c	1
308	CGMM Capital Group U.S. Small…	0.1%	$24.60M	853.14K	—	n/c	1
309	EWJ iShares MSCI Japan ETF	0.1%	$24.58M	304.49K	—	n/c	1
310	VTC VANGUARD SCOTTSDALE FDS	0.1%	$24.45M	314.93K	—	n/c	1
311	VGSH Vanguard Short-Term…	0.1%	$24.09M	410.26K	—	n/c	1
312	FTCS First Trust Capital…	0.1%	$24.05M	259.93K	—	n/c	1
313	BUFD FT Vest Laddered Deep…	0.1%	$24.04M	851.22K	—	n/c	1
314	CALF Pacer US Small Cap Cash…	0.1%	$24.01M	541.03K	—	n/c	1
315	RECS Columbia Research Enhanced…	0.1%	$23.99M	587.44K	—	n/c	1
316	VUSB Vanguard Ultra-Short Bond…	0.1%	$23.96M	480.69K	—	n/c	1
317	VYMI Vanguard International High…	0.1%	$23.89M	265.44K	—	n/c	1
318	PSX Phillips 66	0.1%	$23.89M	185.13K	—	n/c	1
319	BKLN Invesco Senior Loan ETF	0.1%	$23.86M	1.14M	—	n/c	1
320	NLR VanEck Uranium and Nuclear…	0.1%	$23.64M	190.35K	—	n/c	1
321	PPA Invesco Aerospace & Defense…	0.1%	$23.63M	150.87K	—	n/c	1
322	CDNS Cadence Design Systems, Inc.	0.1%	$23.63M	75.58K	—	n/c	1
323	FVD First Trust Value Line…	0.1%	$23.58M	511.73K	—	n/c	1
324	IWO iShares Russell 2000 Growth…	0.1%	$23.48M	72.69K	—	n/c	1
325	IYG iShares U.S. Financial…	0.1%	$23.41M	253.72K	—	n/c	1
326	AIQ Global X - Artificial…	0.1%	$23.39M	459.86K	—	n/c	1
327	SPGI S&P Global Inc.	0.1%	$23.31M	44.60K	—	n/c	1
328	CIBR First Trust Nasdaq…	0.1%	$22.94M	321.07K	—	n/c	1
329	VONE Vanguard Russell 1000 ETF	0.1%	$22.70M	73.45K	—	n/c	1
330	MOAT VanEck Morningstar Wide…	0.1%	$22.68M	218.97K	—	n/c	1
331	GLDM SPDR Gold MiniShares Trust	0.1%	$22.55M	264.13K	—	n/c	1
332	VFH Vanguard Financials ETF	0.1%	$22.49M	168.47K	—	n/c	1
333	VCIT Vanguard Intermediate-Term…	0.1%	$22.44M	267.97K	—	n/c	1
334	MCK McKesson Corporation	0.1%	$22.36M	27.25K	—	n/c	1
335	FLOT iShares Floating Rate Bond…	0.1%	$22.32M	438.88K	—	n/c	1
336	GRNY TIDAL TRUST I	0.1%	$22.15M	894.77K	—	n/c	1
337	DBEF Xtrackers MSCI EAFE Hedged…	0.1%	$22.10M	459.43K	—	n/c	1
338	DIA State Street SPDR Dow Jones…	0.1%	$22.05M	45.88K	—	n/c	1
339	AVUV Avantis U.S. Small Cap…	0.1%	$22.01M	215.84K	—	n/c	1
340	PTLC Pacer Trendpilot US Large…	0.1%	$21.95M	394.98K	—	n/c	1
341	RWL Invesco S&P 500 Revenue ETF	0.1%	$21.94M	191.62K	—	n/c	1
342	IWP iShares Russell Mid-Cap…	0.1%	$21.84M	159.51K	—	n/c	1
343	CMI Cummins Inc.	0.1%	$21.75M	42.62K	—	n/c	1
344	BDX Becton, Dickinson and…	0.1%	$21.62M	111.41K	—	n/c	1
345	JNK State Street SPDR Bloomberg…	0.1%	$21.57M	221.90K	—	n/c	1
346	ICSH iShares Ultra Short…	0.1%	$21.52M	425.45K	—	n/c	1
347	WM Waste Management, Inc.	0.1%	$21.30M	96.94K	—	n/c	1
348	COR Cencora, Inc.	0.1%	$21.09M	62.43K	—	n/c	1
349	UCON First Trust Smith…	0.1%	$21.05M	836.20K	—	n/c	1
350	UL Unilever PLC	0.1%	$20.98M	320.81K	—	n/c	1
351	CHKP Check Point Software…	0.1%	$20.86M	112.40K	—	n/c	1
352	BSCS Invesco BulletShares 2028…	0.1%	$20.84M	1.01M	—	n/c	1
353	BA The Boeing Company	0.1%	$20.81M	95.86K	—	n/c	1
354	ACN Accenture plc	0.1%	$20.71M	77.19K	—	n/c	1
355	LVHI Franklin International Low…	0.1%	$20.70M	562.30K	—	n/c	1
356	EEM iShares MSCI Emerging…	0.1%	$20.43M	373.40K	—	n/c	1
357	TMO Thermo Fisher Scientific…	0.1%	$20.35M	35.11K	—	n/c	1
358	AEP American Electric Power…	0.0%	$20.25M	175.64K	—	n/c	1
359	KMI Kinder Morgan, Inc.	0.0%	$20.10M	731.34K	—	n/c	1
360	QQQI NEOS ETF TRUST	0.0%	$20.05M	372.23K	—	n/c	1
361	SPAB State Street SPDR Portfolio…	0.0%	$20.02M	777.42K	—	n/c	1
362	QDPL PACER FDS TR	0.0%	$19.96M	469.82K	—	n/c	1
363	VIGI Vanguard International…	0.0%	$19.68M	215.25K	—	n/c	1
364	SHYG iShares 0-5 Year High Yield…	0.0%	$19.53M	455.53K	—	n/c	1
365	SYK Stryker Corporation	0.0%	$19.52M	55.53K	—	n/c	1
366	IBB iShares Biotechnology ETF	0.0%	$19.35M	114.68K	—	n/c	1
367	BLV Vanguard Long-Term Bond ETF	0.0%	$19.28M	277.35K	—	n/c	1
368	SNOW Snowflake Inc.	0.0%	$19.11M	87.14K	—	n/c	1
369	PRU Prudential Financial, Inc.	0.0%	$19.11M	169.31K	—	n/c	1
370	VPU Vanguard Utilities ETF	0.0%	$19.08M	103.11K	—	n/c	1
371	XMHQ Invesco S&P MidCap Quality…	0.0%	$18.99M	185.45K	—	n/c	1
372	VIS Vanguard Industrials ETF	0.0%	$18.96M	63.53K	—	n/c	1
373	SGOL abrdn Physical Gold Shares…	0.0%	$18.90M	460.08K	—	n/c	1
374	IGIB iShares 5-10 Year…	0.0%	$18.86M	350.11K	—	n/c	1
375	GRID First Trust NASDAQ Clean…	0.0%	$18.86M	123.25K	—	n/c	1
376	ABNB Airbnb, Inc.	0.0%	$18.86M	138.93K	—	n/c	1
377	ETR Entergy Corporation	0.0%	$18.82M	203.63K	—	n/c	1
378	DFIV Dimensional - International…	0.0%	$18.76M	375.98K	—	n/c	1
379	LCTU BLACKROCK ETF TRUST	0.0%	$18.75M	253.03K	—	n/c	1
380	IEI iShares 3-7 Year Treasury…	0.0%	$18.66M	156.32K	—	n/c	1
381	HOOD Robinhood Markets, Inc.	0.0%	$18.63M	164.72K	—	n/c	1
382	PJAN INNOVATOR ETFS TRUST	0.0%	$18.57M	394.83K	—	n/c	1
383	LIN Linde plc	0.0%	$18.55M	43.50K	—	n/c	1
384	MMM 3M Company	0.0%	$18.47M	115.36K	—	n/c	1
385	BOND PIMCO Active Bond…	0.0%	$18.00M	193.41K	—	n/c	1
386	OBIL RBB FD INC	0.0%	$17.86M	355.71K	—	n/c	1
387	IGM iShares Expanded Tech…	0.0%	$17.85M	138.22K	—	n/c	1
388	EMR Emerson Electric Co.	0.0%	$17.84M	134.41K	—	n/c	1
389	LOW Lowe's Companies, Inc.	0.0%	$17.80M	73.83K	—	n/c	1
390	MNST Monster Beverage Corporation	0.0%	$17.78M	231.94K	—	n/c	1
391	ED Consolidated Edison, Inc.	0.0%	$17.70M	178.26K	—	n/c	1
392	VTIP Vanguard Short-Term…	0.0%	$17.63M	356.52K	—	n/c	1
393	VOOG Vanguard S&P 500 Growth ETF	0.0%	$17.63M	39.65K	—	n/c	1
394	PFF iShares Preferred and…	0.0%	$17.49M	564.91K	—	n/c	1
395	INTC Intel Corp.	0.0%	$17.33M	469.57K	—	n/c	1
396	VRTX Vertex Pharmaceuticals…	0.0%	$17.23M	38.00K	—	n/c	1
397	SHW The Sherwin-Williams Company	0.0%	$17.20M	53.08K	—	n/c	1
398	OUNZ VanEck Merk Gold ETF	0.0%	$17.19M	414.45K	—	n/c	1
399	RCL Royal Caribbean Cruises Ltd.	0.0%	$17.03M	61.06K	—	n/c	1
400	GARP ISHARES TR	0.0%	$16.90M	248.11K	—	n/c	1
401	EDV Vanguard Extended Duration…	0.0%	$16.83M	258.87K	—	n/c	1
402	CGIC Capital Group International…	0.0%	$16.80M	516.83K	—	n/c	1
403	SPG Simon Property Group, Inc.	0.0%	$16.78M	90.62K	—	n/c	1
404	NBOS NEUBERGER BERMAN ETF TRUST	0.0%	$16.78M	615.15K	—	n/c	1
405	ENB Enbridge Inc.	0.0%	$16.72M	349.64K	—	n/c	1
406	MISL FIRST TR EXCHANGE-TRADED FD	0.0%	$16.62M	388.43K	—	n/c	1
407	CEG Constellation Energy…	0.0%	$16.57M	46.90K	—	n/c	1
408	KLAC KLA Corporation	0.0%	$16.48M	13.57K	—	n/c	1
409	EFAV iShares MSCI EAFE Min Vol…	0.0%	$16.47M	190.98K	—	n/c	1
410	BUFQ FIRST TR EXCHNG TRADED FD VI	0.0%	$16.44M	458.83K	—	n/c	1
411	WT WisdomTree, Inc.	0.3%	$16.38M	325.52K	—	n/c	1
412	CB Chubb Limited	0.0%	$16.32M	52.30K	—	n/c	1
413	SPSM State Street SPDR Portfolio…	0.0%	$16.32M	348.22K	—	n/c	1
414	BOXX EA SERIES TRUST	0.0%	$16.22M	140.96K	—	n/c	1
415	PSFF PACER FDS TR	0.0%	$16.13M	498.94K	—	n/c	1
416	DHR Danaher Corporation	0.0%	$16.08M	70.24K	—	n/c	1
417	FNDF Schwab Fundamental…	0.0%	$16.07M	355.45K	—	n/c	1
418	TFC Truist Financial Corporation	0.0%	$16.00M	325.23K	—	n/c	1
419	BSCT Invesco BulletShares 2029…	0.0%	$15.99M	848.80K	—	n/c	1
420	FCX Freeport-McMoRan Inc.	0.0%	$15.93M	313.60K	—	n/c	1
421	INDA iShares MSCI India ETF	0.0%	$15.91M	294.38K	—	n/c	1
422	ADP Automatic Data Processing…	0.0%	$15.89M	61.77K	—	n/c	1
423	AVDE Avantis International…	0.0%	$15.86M	192.72K	—	n/c	1
424	FENI Fidelity Enhanced…	0.0%	$15.80M	431.98K	—	n/c	1
425	BIDD BLACKROCK ETF TRUST	0.0%	$15.77M	547.35K	—	n/c	1
426	LQDH ISHARES U S ETF TR	0.0%	$15.67M	167.83K	—	n/c	1
427	DELL Dell Technologies Inc.	0.0%	$15.65M	124.35K	—	n/c	1
428	DEO Diageo plc	0.0%	$15.63M	181.16K	—	n/c	1
429	MGV Vanguard Morningstar Mega…	0.0%	$15.58M	110.40K	—	n/c	1
430	NOC Northrop Grumman Corporation	0.0%	$15.57M	27.30K	—	n/c	1
431	FLTR VanEck IG Floating Rate ETF	0.0%	$15.47M	607.14K	—	n/c	1
432	QLC FlexShares US Quality Large…	0.0%	$15.47M	190.95K	—	n/c	1
433	LHX L3Harris Technologies, Inc.	0.0%	$15.35M	52.29K	—	n/c	1
434	REGN Regeneron Pharmaceuticals…	0.0%	$15.34M	19.88K	—	n/c	1
435	DASH DoorDash, Inc.	0.0%	$15.13M	66.82K	—	n/c	1
436	PFFA ETFIS SER TR I	0.0%	$15.13M	701.93K	—	n/c	1
437	PWR Quanta Services, Inc.	0.0%	$15.12M	35.82K	—	n/c	1
438	APD Air Products and Chemicals…	0.0%	$15.12M	61.19K	—	n/c	1
439	NEM Newmont Corporation	0.0%	$15.10M	151.27K	—	n/c	1
440	CLOA BLACKROCK ETF TRUST II	0.0%	$14.92M	288.27K	—	n/c	1
441	CSX CSX Corporation	0.0%	$14.90M	411.09K	—	n/c	1
442	IBTK ISHARES TR	0.0%	$14.86M	748.67K	—	n/c	1
443	APIE TRUST FOR PROFESSIONAL MANAG	0.0%	$14.83M	417.68K	—	n/c	1
444	HWM Howmet Aerospace Inc.	0.0%	$14.80M	72.18K	—	n/c	1
445	GSK GSK plc	0.0%	$14.79M	301.58K	—	n/c	1
446	SHLD Global X - Defense Tech ETF	0.0%	$14.67M	226.47K	—	n/c	1
447	JMBS Janus Henderson…	0.0%	$14.60M	319.65K	—	n/c	1
448	MAS Masco Corporation	0.0%	$14.59M	229.95K	—	n/c	1
449	AXON Axon Enterprise, Inc.	0.0%	$14.56M	25.64K	—	n/c	1
450	MDY State Street SPDR S&P…	0.0%	$14.54M	24.10K	—	n/c	1
451	OMC Omnicom Group Inc.	0.0%	$14.52M	179.79K	—	n/c	1
452	SNY Sanofi	0.0%	$14.41M	297.36K	—	n/c	1
453	SAP SAP SE	0.0%	$14.40M	59.29K	—	n/c	1
454	EMXC iShares MSCI Emerging…	0.0%	$14.37M	197.72K	—	n/c	1
455	VNQ Vanguard Real Estate ETF	0.0%	$14.32M	161.81K	—	n/c	1
456	VRT Vertiv Holdings Co	0.0%	$14.31M	88.34K	—	n/c	1
457	URI United Rentals, Inc.	0.0%	$14.30M	17.66K	—	n/c	1
458	BTI British American Tobacco…	0.0%	$14.20M	250.79K	—	n/c	1
459	GSY Invesco Ultra Short…	0.0%	$14.20M	282.53K	—	n/c	1
460	VTWO Vanguard Russell 2000 ETF	0.0%	$14.12M	141.87K	—	n/c	1
461	FTRB FEDERATED HERMES ETF TRUST	0.0%	$13.93M	548.67K	—	n/c	1
462	DSI iShares ESG MSCI KLD 400 ETF	0.0%	$13.88M	107.77K	—	n/c	1
463	SCHR Schwab Intermediate-Term…	0.0%	$13.87M	553.19K	—	n/c	1
464	QLTA iShares Aaa - A Rated…	0.0%	$13.83M	287.67K	—	n/c	1
465	MDYV State Street SPDR S&P 400…	0.0%	$13.78M	162.80K	—	n/c	1
466	SUB iShares Short-Term National…	0.0%	$13.76M	128.99K	—	n/c	1
467	CAH Cardinal Health, Inc.	0.0%	$13.75M	66.89K	—	n/c	1
468	STIP iShares 0-5 Year TIPS Bond…	0.0%	$13.74M	134.15K	—	n/c	1
469	CMG Chipotle Mexican Grill, Inc.	0.0%	$13.71M	370.45K	—	n/c	1
470	NKE NIKE, Inc.	0.0%	$13.70M	215.03K	—	n/c	1
471	IMTM iShares MSCI Intl Momentum…	0.0%	$13.69M	285.30K	—	n/c	1
472	ECL Ecolab Inc.	0.0%	$13.61M	51.84K	—	n/c	1
473	VGK Vanguard FTSE Europe ETF	0.0%	$13.50M	161.45K	—	n/c	1
474	TLTD FLEXSHARES TR	0.0%	$13.50M	145.57K	—	n/c	1
475	WDC Western Digital Corporation	0.0%	$13.48M	78.26K	—	n/c	1
476	AVLV Avantis U.S. Large Cap…	0.0%	$13.45M	177.56K	—	n/c	1
477	PGR The Progressive Corporation	0.0%	$13.42M	58.94K	—	n/c	1
478	VST Vistra Corp.	0.0%	$13.42M	83.17K	—	n/c	1
479	DVY iShares Select Dividend ETF	0.0%	$13.40M	94.92K	—	n/c	1
480	XAR State Street SPDR S&P…	0.0%	$13.37M	55.41K	—	n/c	1
481	MET MetLife, Inc.	0.0%	$13.35M	169.11K	—	n/c	1
482	FLDR FIDELITY MERRIMACK STR TR	0.0%	$13.31M	265.04K	—	n/c	1
483	GTO Invesco Total Return Bond…	0.0%	$13.30M	280.56K	—	n/c	1
484	XBIL RBB FD INC	0.0%	$13.25M	264.71K	—	n/c	1
485	VGIT Vanguard Intermediate-Term…	0.0%	$13.24M	220.98K	—	n/c	1
486	DDOG Datadog, Inc.	0.0%	$13.24M	97.38K	—	n/c	1
487	CGSD Capital Group Short…	0.0%	$13.08M	502.72K	—	n/c	1
488	EEMS ISHARES INC	0.0%	$13.07M	193.62K	—	n/c	1
489	VEEV Veeva Systems Inc.	0.0%	$13.05M	58.45K	—	n/c	1
490	SPIB State Street SPDR Portfolio…	0.0%	$12.91M	381.75K	—	n/c	1
491	FAPR FIRST TR EXCHNG TRADED FD VI	0.0%	$12.75M	287.12K	—	n/c	1
492	MSTR Strategy Inc	0.0%	$12.72M	83.68K	—	n/c	1
493	QYLD Global X - Nasdaq 100…	0.0%	$12.65M	716.09K	—	n/c	1
494	NET Cloudflare, Inc.	0.0%	$12.65M	64.17K	—	n/c	1
495	SE Sea Limited	0.0%	$12.63M	99.00K	—	n/c	1
496	TT Trane Technologies plc	0.0%	$12.53M	32.19K	—	n/c	1
497	TDTT FlexShares iBoxx 3 Year…	0.0%	$12.47M	518.22K	—	n/c	1
498	DFAT Dimensional - US Targeted…	0.0%	$12.42M	208.53K	—	n/c	1
499	IGLB iShares 10+ Year Investment…	0.0%	$12.41M	246.04K	—	n/c	1
500	FIBR ISHARES TR	0.0%	$12.38M	137.90K	—	n/c	1

普通株（SH）ポジションのみ。オプション行はオプションタブに表示され、ネットアウトはされない。✂ = 分割調整済み前回株数との比較で算出した変化。「Held N+」= 当社データウィンドウ内の全四半期で保有、実際の保有期間はさらに長い可能性あり。

ポジション保有期間

28180–1 四半期

現在の各ポジションが当社データウィンドウ内で報告された連続四半期数。

類似運用者

運用会社	共通ポジション	銘柄の重複	加重類似度
Envestnet Asset Management Inc	2861	66.0%	0.8901	比較 ⇄
Cetera Investment Advisers	2797	63.6%	0.8696	比較 ⇄
LPL Financial LLC	2929	56.8%	0.8502	比較 ⇄
Commonwealth Equity Services, Llc	2611	63.0%	0.8371	比較 ⇄
Truist Financial Corp	2202	63.8%	0.8025	比較 ⇄
Osaic Holdings, Inc.	2968	47.3%	0.7931	比較 ⇄
Mariner, LLC	2065	48.3%	0.7854	比較 ⇄
Corient Private Wealth LP	1986	50.9%	0.7785	比較 ⇄

報告済みロングポジションのみの類似度 — ヘッジおよび13F対象外資産は含まれません。方法論

ファイリング記録

Aug 07 2026 13F-HR · 期間 Q2 2026

$49.01B · 3,254 ポジション · SECオリジナル提出書類を表示 ↗

May 04 2026 13F-HR · 期間 Q1 2026

$36.06B · 2,995 ポジション · SECオリジナル提出書類を表示 ↗

Feb 13 2026 13F-HR · 期間 Q4 2025

$41.05B · 3,037 ポジション · SECオリジナル提出書類を表示 ↗

Nov 14 2025 13F-HR · 期間 Q3 2025

$37.47B · 2,879 ポジション · SECオリジナル提出書類を表示 ↗

Aug 14 2025 13F-HR · 期間 Q2 2025

$34.65M · 2,802 ポジション · SECオリジナル提出書類を表示 ↗

出典: SEC EDGAR 上の当該マネージャーの13F情報テーブルから解析されたすべての保有銘柄；報告値のまま、単位：米ドル（整数）。変化は、分割調整済み株数をもとに、各四半期の最新承認バージョン（修正版を含む）を比較。報告期間: Q4 2025 · 最新フィリング Aug 07, 2026 · 変化の算出方法

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