Rekam jejak manajer · kuartal yang diarsipkan

Mml Investors Services, Llc

Springfield, MA · CIK 701059 · Pengajuan EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Selisih ⇄

$41.05BNilai 13F yang dilaporkan

3,037Posisi

16.0%Bobot top-10

184.20Kepemilikan efektif

—Est. turnover

+0Baru

−0Keluar

Nilai portofolio 13F yang dilaporkan hanya mencakup posisi long yang dapat dilaporkan di AS — tidak termasuk kas, obligasi, short, atau kepemilikan non-AS. Ini bukan aset yang dikelola (AUM). Tidak ada pengajuan sebelumnya yang sebanding — kolom perubahan tidak tersedia kuartal ini.

Nilai yang dilaporkan per kuartal Q4 2025 → Q2 2026

Eksposur sektor

Layanan Keuangan 69.7%

Teknologi 11.2%

Konsumen Siklikal 3.7%

Layanan Komunikasi 3.6%

Kesehatan 3.4%

Industri 3.1%

Konsumen Defensif 1.9%

Energi 1.1%

Utilitas 0.9%

Properti 0.6%

Material Dasar 0.6%

Pangsa dari nilai ekuitas biasa yang dilaporkan; (±pp) vs kuartal sebelumnya.

Portofolio · Q4 2025

#	Efek	Bobot	Nilai	Saham	Δ saham		Dipegang
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	WT WisdomTree, Inc.	0.3%	$126.54M	2.35M	—	n/c	1
67	BUFR FT Vest Laddered Buffer ETF	0.3%	$124.26M	3.63M	—	n/c	1
68	SPYG State Street SPDR Portfolio…	0.3%	$117.97M	1.11M	—	n/c	1
69	XLI State Street Industrial…	0.3%	$116.72M	752.43K	—	n/c	1
70	COST Costco Wholesale Corporation	0.3%	$115.44M	133.87K	—	n/c	1
71	VB Vanguard Morningstar…	0.3%	$113.68M	440.70K	—	n/c	1
72	FBND Fidelity Total Bond ETF	0.3%	$113.58M	2.47M	—	n/c	1
73	LQD iShares iBoxx $ Investment…	0.3%	$113.00M	1.03M	—	n/c	1
74	VBK Vanguard Morningstar…	0.3%	$112.35M	371.90K	—	n/c	1
75	HD The Home Depot, Inc.	0.3%	$111.59M	324.31K	—	n/c	1
76	VO Vanguard Morningstar…	0.3%	$111.46M	384.04K	—	n/c	1
77	QQQM Invesco NASDAQ 100 ETF	0.3%	$111.11M	439.32K	—	n/c	1
78	CGGO Capital Group Global Growth…	0.3%	$110.26M	3.18M	—	n/c	1
79	PM Philip Morris International…	0.3%	$106.85M	666.14K	—	n/c	1
80	IWY iShares Russell Top 200…	0.3%	$105.74M	381.81K	—	n/c	1
81	IEUR iShares Core MSCI Europe ETF	0.3%	$104.29M	1.47M	—	n/c	1
82	RDVY First Trust Rising Dividend…	0.3%	$103.99M	1.50M	—	n/c	1
83	NFLX Netflix, Inc.	0.3%	$103.22M	1.10M	—	n/c	1
84	COWZ Pacer US Cash Cows 100 ETF	0.2%	$102.16M	1.70M	—	n/c	1
85	SMH VanEck Semiconductor ETF	0.2%	$101.06M	280.61K	—	n/c	1
86	MA Mastercard Incorporated	0.2%	$99.24M	173.83K	—	n/c	1
87	XONA.DE Exxon Mobil Corporation	0.2%	$98.02M	814.50K	—	n/c	1
88	IWD iShares Russell 1000 Value…	0.2%	$95.76M	455.28K	—	n/c	1
89	VV Vanguard Morningstar…	0.2%	$93.99M	298.56K	—	n/c	1
90	PLTR Palantir Technologies Inc.	0.2%	$93.56M	526.33K	—	n/c	1
91	RSP Invesco S&P 500 Equal…	0.2%	$92.91M	485.00K	—	n/c	1
92	SLV iShares Silver Trust	0.2%	$90.33M	1.40M	—	n/c	1
93	CSCO Cisco Systems, Inc.	0.2%	$90.28M	1.17M	—	n/c	1
94	VYM Vanguard High Dividend…	0.2%	$90.01M	627.14K	—	n/c	1
95	MS Morgan Stanley	0.2%	$89.32M	503.12K	—	n/c	1
96	MTBA SIMPLIFY EXCHANGE TRADED FUN	0.2%	$88.50M	1.76M	—	n/c	1
97	GS The Goldman Sachs Group…	0.2%	$86.56M	98.48K	—	n/c	1
98	BNDX Vanguard Total…	0.2%	$86.23M	1.78M	—	n/c	1
99	IGSB iShares 1-5 Year Investment…	0.2%	$86.05M	1.63M	—	n/c	1
100	CAT Caterpillar Inc.	0.2%	$85.31M	148.91K	—	n/c	1
101	SPDW State Street SPDR Portfolio…	0.2%	$80.18M	1.81M	—	n/c	1
102	SPHY State Street SPDR Portfolio…	0.2%	$79.96M	3.38M	—	n/c	1
103	CVX Chevron Corporation	0.2%	$79.94M	524.49K	—	n/c	1
104	JEPQ JPMorgan Nasdaq Equity…	0.2%	$78.09M	1.34M	—	n/c	1
105	BLK BlackRock, Inc.	0.2%	$77.56M	72.46K	—	n/c	1
106	RTX RTX Corporation	0.2%	$76.28M	415.91K	—	n/c	1
107	ITOT iShares Core S&P Total U.S.…	0.2%	$76.04M	511.38K	—	n/c	1
108	JBND JPMorgan Active Bond ETF	0.2%	$75.79M	1.40M	—	n/c	1
109	EFA iShares MSCI EAFE ETF	0.2%	$74.80M	778.93K	—	n/c	1
110	IAGG iShares Core International…	0.2%	$74.01M	1.48M	—	n/c	1
111	CRM Salesforce, Inc.	0.2%	$73.30M	276.69K	—	n/c	1
112	JNJ Johnson & Johnson	0.2%	$72.87M	352.13K	—	n/c	1
113	ABT Abbott Laboratories	0.2%	$71.89M	573.80K	—	n/c	1
114	BIL State Street SPDR Bloomberg…	0.2%	$70.78M	774.55K	—	n/c	1
115	ACWX iShares MSCI ACWI ex U.S.…	0.2%	$70.41M	1.05M	—	n/c	1
116	SCHF Schwab International Equity…	0.2%	$70.22M	2.92M	—	n/c	1
117	IYW iShares U.S. Technology ETF	0.2%	$69.81M	349.62K	—	n/c	1
118	SCHW The Charles Schwab…	0.2%	$69.16M	692.18K	—	n/c	1
119	XLV State Street Health Care…	0.2%	$68.69M	443.75K	—	n/c	1
120	BSV Vanguard Short-Term Bond ETF	0.2%	$68.51M	869.34K	—	n/c	1
121	SPHQ Invesco S&P 500 Quality ETF	0.2%	$67.77M	903.02K	—	n/c	1
122	SPMO Invesco S&P 500 Momentum ETF	0.2%	$67.65M	567.00K	—	n/c	1
123	VEU Vanguard FTSE All-World…	0.2%	$67.39M	916.07K	—	n/c	1
124	AMGN Amgen Inc.	0.2%	$67.19M	205.28K	—	n/c	1
125	IBM International Business…	0.2%	$66.74M	225.31K	—	n/c	1
126	PG The Procter & Gamble Company	0.2%	$66.22M	462.10K	—	n/c	1
127	VGT Vanguard Information…	0.2%	$65.67M	87.12K	—	n/c	1
128	VZ Verizon Communications Inc.	0.2%	$65.54M	1.61M	—	n/c	1
129	IWB iShares Russell 1000 ETF	0.2%	$65.30M	174.86K	—	n/c	1
130	JPEF J P MORGAN EXCHANGE TRADED F	0.2%	$65.20M	872.99K	—	n/c	1
131	CGMU Capital Group Municipal…	0.2%	$65.08M	2.38M	—	n/c	1
132	FBCG Fidelity Blue Chip Growth…	0.2%	$64.70M	1.18M	—	n/c	1
133	SDVY First Trust SMID Cap Rising…	0.2%	$63.79M	1.66M	—	n/c	1
134	SHY iShares 1-3 Year Treasury…	0.2%	$62.72M	757.35K	—	n/c	1
135	TBIL F/m US Treasury 3 Month…	0.2%	$62.54M	1.25M	—	n/c	1
136	JPST JPMorgan Ultra-Short Income…	0.1%	$61.31M	1.21M	—	n/c	1
137	UBER Uber Technologies, Inc.	0.1%	$61.08M	747.47K	—	n/c	1
138	AMAT Applied Materials, Inc.	0.1%	$60.74M	236.36K	—	n/c	1
139	VXUS Vanguard Total…	0.1%	$60.70M	804.56K	—	n/c	1
140	XLY State Street Consumer…	0.1%	$60.04M	502.84K	—	n/c	1
141	XLC State Street Communication…	0.1%	$59.66M	506.83K	—	n/c	1
142	PLD Prologis, Inc.	0.1%	$59.44M	465.64K	—	n/c	1
143	CGCP Capital Group Core Plus…	0.1%	$59.40M	2.62M	—	n/c	1
144	SPYV State Street SPDR Portfolio…	0.1%	$58.88M	1.04M	—	n/c	1
145	IQLT iShares MSCI Intl Quality…	0.1%	$58.10M	1.28M	—	n/c	1
146	GOVT iShares U.S. Treasury Bond…	0.1%	$57.12M	2.48M	—	n/c	1
147	GE GE Aerospace	0.1%	$56.82M	184.48K	—	n/c	1
148	SDY State Street SPDR S&P…	0.1%	$56.60M	406.72K	—	n/c	1
149	NEE NextEra Energy, Inc.	0.1%	$56.18M	699.84K	—	n/c	1
150	DIS The Walt Disney Company	0.1%	$55.61M	488.84K	—	n/c	1
151	ORCL Oracle Corporation	0.1%	$55.61M	285.32K	—	n/c	1
152	SGOV iShares 0-3 Month Treasury…	0.1%	$55.51M	553.04K	—	n/c	1
153	XLE State Street Energy Select…	0.1%	$55.28M	1.24M	—	n/c	1
154	IWM iShares Russell 2000 ETF	0.1%	$55.17M	224.13K	—	n/c	1
155	WFC Wells Fargo & Company	0.1%	$55.07M	590.84K	—	n/c	1
156	BKNG Booking Holdings Inc.	0.1%	$55.00M	10.27K	—	n/c	1
157	ASML ASML Holding N.V.	0.1%	$54.45M	50.89K	—	n/c	1
158	PH Parker-Hannifin Corporation	0.1%	$54.24M	61.70K	—	n/c	1
159	AMD Advanced Micro Devices, Inc.	0.1%	$54.19M	253.02K	—	n/c	1
160	CGDG Capital Group Dividend…	0.1%	$54.04M	1.52M	—	n/c	1
161	LMT Lockheed Martin Corporation	0.1%	$53.65M	110.92K	—	n/c	1
162	IEF iShares 7-10 Year Treasury…	0.1%	$53.10M	552.18K	—	n/c	1
163	XMMO Invesco S&P MidCap Momentum…	0.1%	$53.08M	383.35K	—	n/c	1
164	QCOM QUALCOMM Incorporated	0.1%	$52.38M	306.25K	—	n/c	1
165	SCHQ SCHWAB STRATEGIC TR	0.1%	$52.17M	1.65M	—	n/c	1
166	HEFA iShares Currency Hedged…	0.1%	$52.08M	1.26M	—	n/c	1
167	BSCQ Invesco BulletShares 2026…	0.1%	$51.46M	2.63M	—	n/c	1
168	COF Capital One Financial…	0.1%	$51.18M	211.19K	—	n/c	1
169	XLG Invesco S&P 500 Top 50 ETF	0.1%	$51.15M	862.92K	—	n/c	1
170	HYG iShares iBoxx $ High Yield…	0.1%	$50.82M	630.27K	—	n/c	1
171	DUK Duke Energy Corporation	0.1%	$50.72M	432.72K	—	n/c	1
172	NOW ServiceNow, Inc.	0.1%	$50.67M	330.75K	—	n/c	1
173	KO The Coca-Cola Company	0.1%	$50.15M	717.29K	—	n/c	1
174	MCD McDonald's Corporation	0.1%	$49.51M	162.00K	—	n/c	1
175	BAC Bank of America Corporation	0.1%	$49.22M	894.86K	—	n/c	1
176	CGGE Capital Group Global Equity…	0.1%	$49.16M	1.55M	—	n/c	1
177	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$49.14M	977.18K	—	n/c	1
178	USMV iShares MSCI USA Min Vol…	0.1%	$47.86M	508.27K	—	n/c	1
179	BIV Vanguard Intermediate-Term…	0.1%	$47.55M	610.58K	—	n/c	1
180	PANW Palo Alto Networks, Inc.	0.1%	$46.58M	252.90K	—	n/c	1
181	SNA Snap-on Incorporated	0.1%	$46.20M	134.06K	—	n/c	1
182	AJG Arthur J. Gallagher & Co.	0.1%	$45.89M	177.33K	—	n/c	1
183	SOXX iShares Semiconductor ETF	0.1%	$45.48M	151.01K	—	n/c	1
184	MGK Vanguard Morningstar Mega…	0.1%	$45.46M	110.13K	—	n/c	1
185	T AT&T Inc.	0.1%	$45.28M	1.82M	—	n/c	1
186	ETN Eaton Corporation plc	0.1%	$45.22M	141.99K	—	n/c	1
187	EMB iShares J.P. Morgan USD…	0.1%	$45.14M	468.82K	—	n/c	1
188	VOT Vanguard Morningstar…	0.1%	$45.05M	161.40K	—	n/c	1
189	EFG iShares MSCI EAFE Growth ETF	0.1%	$44.47M	390.38K	—	n/c	1
190	SBUX Starbucks Corporation	0.1%	$43.65M	518.40K	—	n/c	1
191	CME CME Group Inc.	0.1%	$43.65M	159.82K	—	n/c	1
192	MRK Merck & Co., Inc.	0.1%	$43.45M	412.77K	—	n/c	1
193	IGV iShares Expanded…	0.1%	$43.42M	410.86K	—	n/c	1
194	APP AppLovin Corporation	0.1%	$43.35M	64.33K	—	n/c	1
195	VOE Vanguard Morningstar…	0.1%	$43.02M	242.52K	—	n/c	1
196	VBR Vanguard Morningstar…	0.1%	$42.84M	202.26K	—	n/c	1
197	IYC ISHARES TR	0.1%	$42.78M	414.85K	—	n/c	1
198	C Citigroup Inc.	0.1%	$42.65M	365.46K	—	n/c	1
199	IAI iShares U.S. Broker-Dealers…	0.1%	$42.61M	237.57K	—	n/c	1
200	UNP Union Pacific Corporation	0.1%	$42.32M	182.97K	—	n/c	1
201	VONG Vanguard Russell 1000…	0.1%	$42.15M	346.23K	—	n/c	1
202	IXUS iShares Core MSCI Total…	0.1%	$42.00M	496.20K	—	n/c	1
203	PAYX Paychex, Inc.	0.1%	$41.86M	373.11K	—	n/c	1
204	USB U.S. Bancorp	0.1%	$40.97M	767.80K	—	n/c	1
205	SHV iShares Trust iShares 0-1…	0.1%	$40.73M	369.73K	—	n/c	1
206	COWG Pacer US Large Cap Cash…	0.1%	$40.45M	1.15M	—	n/c	1
207	VCSH Vanguard Short-Term…	0.1%	$40.27M	505.07K	—	n/c	1
208	VT Vanguard Total World Stock…	0.1%	$39.71M	281.48K	—	n/c	1
209	IGEB ISHARES TR	0.1%	$39.46M	864.12K	—	n/c	1
210	AMP Ameriprise Financial, Inc.	0.1%	$39.10M	79.74K	—	n/c	1
211	DFAC Dimensional - US Core…	0.1%	$38.74M	978.60K	—	n/c	1
212	IYJ iShares U.S. Industrials ETF	0.1%	$38.11M	257.24K	—	n/c	1
213	TJX The TJX Companies, Inc.	0.1%	$38.05M	247.74K	—	n/c	1
214	BSCR Invesco BulletShares 2027…	0.1%	$38.00M	1.92M	—	n/c	1
215	MU Micron Technology, Inc.	0.1%	$37.97M	133.02K	—	n/c	1
216	UNH UnitedHealth Group…	0.1%	$37.93M	114.90K	—	n/c	1
217	ANET Arista Networks, Inc.	0.1%	$37.80M	288.51K	—	n/c	1
218	AVUS Avantis U.S. Equity ETF	0.1%	$37.41M	334.65K	—	n/c	1
219	HDV iShares Core High Dividend…	0.1%	$37.37M	307.26K	—	n/c	1
220	MDT Medtronic plc	0.1%	$36.62M	381.18K	—	n/c	1
221	IQV IQVIA Holdings Inc.	0.1%	$36.60M	162.36K	—	n/c	1
222	PULS PGIM Ultra Short Bond ETF	0.1%	$36.49M	735.82K	—	n/c	1
223	VONV Vanguard Russell 1000 Value…	0.1%	$36.23M	392.55K	—	n/c	1
224	ADBE Adobe Inc.	0.1%	$36.10M	103.13K	—	n/c	1
225	AXP American Express Company	0.1%	$36.05M	97.46K	—	n/c	1
226	HIMU Blackrock ETF Trust II -…	0.1%	$35.86M	736.66K	—	n/c	1
227	PEP PepsiCo, Inc.	0.1%	$35.35M	246.28K	—	n/c	1
228	JQUA JPMorgan U.S. Quality…	0.1%	$35.31M	558.82K	—	n/c	1
229	DFUS Dimensional U.S. Equity ETF	0.1%	$35.30M	475.93K	—	n/c	1
230	CGCB Capital Group Core Bond ETF	0.1%	$35.27M	1.33M	—	n/c	1
231	VHT Vanguard Health Care ETF	0.1%	$34.82M	120.96K	—	n/c	1
232	MINT PIMCO Enhanced Short…	0.1%	$34.73M	346.14K	—	n/c	1
233	FDVV Fidelity High Dividend ETF	0.1%	$34.68M	611.75K	—	n/c	1
234	CGBL Capital Group Core Balanced…	0.1%	$34.50M	976.58K	—	n/c	1
235	CGMS Capital Group U.S.…	0.1%	$34.41M	1.25M	—	n/c	1
236	PFE Pfizer Inc.	0.1%	$34.39M	1.38M	—	n/c	1
237	RING ISHARES INC	0.1%	$34.10M	463.07K	—	n/c	1
238	SPYI NEOS ETF TRUST	0.1%	$33.92M	645.69K	—	n/c	1
239	LRCX Lam Research Corporation	0.1%	$33.86M	197.80K	—	n/c	1
240	SPEM State Street SPDR Portfolio…	0.1%	$33.80M	722.14K	—	n/c	1
241	SO The Southern Company	0.1%	$33.76M	456.27K	—	n/c	1
242	NVS Novartis AG	0.1%	$33.47M	242.77K	—	n/c	1
243	HELO JPMorgan Hedged Equity…	0.1%	$33.10M	498.24K	—	n/c	1
244	APUE ActivePassive U.S. Equity…	0.1%	$32.87M	788.84K	—	n/c	1
245	CGXU Capital Group International…	0.1%	$32.81M	1.11M	—	n/c	1
246	DFAI Dimensional - International…	0.1%	$32.35M	848.81K	—	n/c	1
247	FESM Fidelity Enhanced Small Cap…	0.1%	$32.32M	855.48K	—	n/c	1
248	REVS COLUMBIA ETF TR I	0.1%	$32.21M	1.14M	—	n/c	1
249	BNY Bank of New York Mellon Corp	0.1%	$32.06M	276.19K	—	n/c	1
250	PNC The PNC Financial Services…	0.1%	$31.98M	153.21K	—	n/c	1
251	CGHM Capital Group Municipal…	0.1%	$31.63M	1.24M	—	n/c	1
252	SCHV Schwab U.S. Large-Cap Value…	0.1%	$31.56M	1.07M	—	n/c	1
253	PAVE Global X - U.S.…	0.1%	$31.31M	655.06K	—	n/c	1
254	IWR iShares Russell Mid-Cap ETF	0.1%	$31.16M	323.63K	—	n/c	1
255	JGRO JPMorgan Active Growth ETF	0.1%	$31.07M	334.81K	—	n/c	1
256	SHOP Shopify Inc.	0.1%	$30.81M	191.42K	—	n/c	1
257	CRWD CrowdStrike Holdings, Inc.	0.1%	$30.27M	64.58K	—	n/c	1
258	JAAA Janus Henderson AAA CLO ETF	0.1%	$30.11M	595.27K	—	n/c	1
259	VXF Vanguard Extended Market ETF	0.1%	$30.06M	143.73K	—	n/c	1
260	ICVT iShares Convertible Bond ETF	0.1%	$29.76M	302.09K	—	n/c	1
261	XLP State Street Consumer…	0.1%	$29.65M	381.69K	—	n/c	1
262	ILCG iShares Morningstar Growth…	0.1%	$29.64M	284.87K	—	n/c	1
263	MO Altria Group, Inc.	0.1%	$29.58M	513.06K	—	n/c	1
264	IUSV iShares Core S&P U.S. Value…	0.1%	$29.53M	288.00K	—	n/c	1
265	DE Deere & Company	0.1%	$29.46M	63.28K	—	n/c	1
266	TLT iShares 20+ Year Treasury…	0.1%	$29.25M	335.64K	—	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	INTU Intuit Inc.	0.1%	$25.47M	38.45K	—	n/c	1
299	ESGD iShares ESG Aware MSCI EAFE…	0.1%	$25.47M	267.83K	—	n/c	1
300	AIRR First Trust RBA American…	0.1%	$25.37M	258.02K	—	n/c	1
301	GEV GE Vernova Inc.	0.1%	$25.25M	38.64K	—	n/c	1
302	ADI Analog Devices, Inc.	0.1%	$25.17M	92.80K	—	n/c	1
303	BX Blackstone Inc.	0.1%	$25.01M	162.24K	—	n/c	1
304	VMBS Vanguard Mortgage-Backed…	0.1%	$24.98M	530.64K	—	n/c	1
305	ADSK Autodesk, Inc.	0.1%	$24.75M	83.61K	—	n/c	1
306	JCPB JPMorgan Core Plus Bond ETF	0.1%	$24.68M	521.24K	—	n/c	1
307	CGMM Capital Group U.S. Small…	0.1%	$24.60M	853.14K	—	n/c	1
308	EWJ iShares MSCI Japan ETF	0.1%	$24.58M	304.49K	—	n/c	1
309	VTC VANGUARD SCOTTSDALE FDS	0.1%	$24.45M	314.93K	—	n/c	1
310	VGSH Vanguard Short-Term…	0.1%	$24.09M	410.26K	—	n/c	1
311	FTCS First Trust Capital…	0.1%	$24.05M	259.93K	—	n/c	1
312	BUFD FT Vest Laddered Deep…	0.1%	$24.04M	851.22K	—	n/c	1
313	CALF Pacer US Small Cap Cash…	0.1%	$24.01M	541.03K	—	n/c	1
314	RECS Columbia Research Enhanced…	0.1%	$23.99M	587.44K	—	n/c	1
315	VUSB Vanguard Ultra-Short Bond…	0.1%	$23.96M	480.69K	—	n/c	1
316	VYMI Vanguard International High…	0.1%	$23.89M	265.44K	—	n/c	1
317	PSX Phillips 66	0.1%	$23.89M	185.13K	—	n/c	1
318	BKLN Invesco Senior Loan ETF	0.1%	$23.86M	1.14M	—	n/c	1
319	NLR VanEck Uranium and Nuclear…	0.1%	$23.64M	190.35K	—	n/c	1
320	PPA Invesco Aerospace & Defense…	0.1%	$23.63M	150.87K	—	n/c	1
321	CDNS Cadence Design Systems, Inc.	0.1%	$23.63M	75.58K	—	n/c	1
322	FVD First Trust Value Line…	0.1%	$23.58M	511.73K	—	n/c	1
323	IWO iShares Russell 2000 Growth…	0.1%	$23.48M	72.69K	—	n/c	1
324	IYG iShares U.S. Financial…	0.1%	$23.41M	253.72K	—	n/c	1
325	AIQ Global X - Artificial…	0.1%	$23.39M	459.86K	—	n/c	1
326	SPGI S&P Global Inc.	0.1%	$23.31M	44.60K	—	n/c	1
327	CIBR First Trust Nasdaq…	0.1%	$22.94M	321.07K	—	n/c	1
328	VONE Vanguard Russell 1000 ETF	0.1%	$22.70M	73.45K	—	n/c	1
329	MOAT VanEck Morningstar Wide…	0.1%	$22.68M	218.97K	—	n/c	1
330	GLDM SPDR Gold MiniShares Trust	0.1%	$22.55M	264.13K	—	n/c	1
331	VFH Vanguard Financials ETF	0.1%	$22.49M	168.47K	—	n/c	1
332	VCIT Vanguard Intermediate-Term…	0.1%	$22.44M	267.97K	—	n/c	1
333	MCK McKesson Corporation	0.1%	$22.36M	27.25K	—	n/c	1
334	FLOT iShares Floating Rate Bond…	0.1%	$22.32M	438.88K	—	n/c	1
335	GRNY TIDAL TRUST I	0.1%	$22.15M	894.77K	—	n/c	1
336	DBEF Xtrackers MSCI EAFE Hedged…	0.1%	$22.10M	459.43K	—	n/c	1
337	DIA State Street SPDR Dow Jones…	0.1%	$22.05M	45.88K	—	n/c	1
338	AVUV Avantis U.S. Small Cap…	0.1%	$22.01M	215.84K	—	n/c	1
339	PTLC Pacer Trendpilot US Large…	0.1%	$21.95M	394.98K	—	n/c	1
340	RWL Invesco S&P 500 Revenue ETF	0.1%	$21.94M	191.62K	—	n/c	1
341	IWP iShares Russell Mid-Cap…	0.1%	$21.84M	159.51K	—	n/c	1
342	CMI Cummins Inc.	0.1%	$21.75M	42.62K	—	n/c	1
343	BDX Becton, Dickinson and…	0.1%	$21.62M	111.41K	—	n/c	1
344	JNK State Street SPDR Bloomberg…	0.1%	$21.57M	221.90K	—	n/c	1
345	ICSH iShares Ultra Short…	0.1%	$21.52M	425.45K	—	n/c	1
346	WM Waste Management, Inc.	0.1%	$21.30M	96.94K	—	n/c	1
347	COR Cencora, Inc.	0.1%	$21.09M	62.43K	—	n/c	1
348	UCON First Trust Smith…	0.1%	$21.05M	836.20K	—	n/c	1
349	UL Unilever PLC	0.1%	$20.98M	320.81K	—	n/c	1
350	CHKP Check Point Software…	0.1%	$20.86M	112.40K	—	n/c	1
351	BSCS Invesco BulletShares 2028…	0.1%	$20.84M	1.01M	—	n/c	1
352	BA The Boeing Company	0.1%	$20.81M	95.86K	—	n/c	1
353	ACN Accenture plc	0.1%	$20.71M	77.19K	—	n/c	1
354	LVHI Franklin International Low…	0.1%	$20.70M	562.30K	—	n/c	1
355	EEM iShares MSCI Emerging…	0.1%	$20.43M	373.40K	—	n/c	1
356	TMO Thermo Fisher Scientific…	0.1%	$20.35M	35.11K	—	n/c	1
357	AEP American Electric Power…	0.0%	$20.25M	175.64K	—	n/c	1
358	KMI Kinder Morgan, Inc.	0.0%	$20.10M	731.34K	—	n/c	1
359	QQQI NEOS ETF TRUST	0.0%	$20.05M	372.23K	—	n/c	1
360	SPAB State Street SPDR Portfolio…	0.0%	$20.02M	777.42K	—	n/c	1
361	QDPL PACER FDS TR	0.0%	$19.96M	469.82K	—	n/c	1
362	VIGI Vanguard International…	0.0%	$19.68M	215.25K	—	n/c	1
363	SHYG iShares 0-5 Year High Yield…	0.0%	$19.53M	455.53K	—	n/c	1
364	SYK Stryker Corporation	0.0%	$19.52M	55.53K	—	n/c	1
365	IBB iShares Biotechnology ETF	0.0%	$19.35M	114.68K	—	n/c	1
366	BLV Vanguard Long-Term Bond ETF	0.0%	$19.28M	277.35K	—	n/c	1
367	SNOW Snowflake Inc.	0.0%	$19.11M	87.14K	—	n/c	1
368	PRU Prudential Financial, Inc.	0.0%	$19.11M	169.31K	—	n/c	1
369	VPU Vanguard Utilities ETF	0.0%	$19.08M	103.11K	—	n/c	1
370	XMHQ Invesco S&P MidCap Quality…	0.0%	$18.99M	185.45K	—	n/c	1
371	VIS Vanguard Industrials ETF	0.0%	$18.96M	63.53K	—	n/c	1
372	SGOL abrdn Physical Gold Shares…	0.0%	$18.90M	460.08K	—	n/c	1
373	IGIB iShares 5-10 Year…	0.0%	$18.86M	350.11K	—	n/c	1
374	GRID First Trust NASDAQ Clean…	0.0%	$18.86M	123.25K	—	n/c	1
375	ABNB Airbnb, Inc.	0.0%	$18.86M	138.93K	—	n/c	1
376	ETR Entergy Corporation	0.0%	$18.82M	203.63K	—	n/c	1
377	DFIV Dimensional - International…	0.0%	$18.76M	375.98K	—	n/c	1
378	LCTU BLACKROCK ETF TRUST	0.0%	$18.75M	253.03K	—	n/c	1
379	IEI iShares 3-7 Year Treasury…	0.0%	$18.66M	156.32K	—	n/c	1
380	HOOD Robinhood Markets, Inc.	0.0%	$18.63M	164.72K	—	n/c	1
381	PJAN INNOVATOR ETFS TRUST	0.0%	$18.57M	394.83K	—	n/c	1
382	LIN Linde plc	0.0%	$18.55M	43.50K	—	n/c	1
383	MMM 3M Company	0.0%	$18.47M	115.36K	—	n/c	1
384	BOND PIMCO Active Bond…	0.0%	$18.00M	193.41K	—	n/c	1
385	OBIL RBB FD INC	0.0%	$17.86M	355.71K	—	n/c	1
386	IGM iShares Expanded Tech…	0.0%	$17.85M	138.22K	—	n/c	1
387	EMR Emerson Electric Co.	0.0%	$17.84M	134.41K	—	n/c	1
388	LOW Lowe's Companies, Inc.	0.0%	$17.80M	73.83K	—	n/c	1
389	MNST Monster Beverage Corporation	0.0%	$17.78M	231.94K	—	n/c	1
390	ED Consolidated Edison, Inc.	0.0%	$17.70M	178.26K	—	n/c	1
391	VTIP Vanguard Short-Term…	0.0%	$17.63M	356.52K	—	n/c	1
392	VOOG Vanguard S&P 500 Growth ETF	0.0%	$17.63M	39.65K	—	n/c	1
393	PFF iShares Preferred and…	0.0%	$17.49M	564.91K	—	n/c	1
394	INTC Intel Corp.	0.0%	$17.33M	469.57K	—	n/c	1
395	VRTX Vertex Pharmaceuticals…	0.0%	$17.23M	38.00K	—	n/c	1
396	SHW The Sherwin-Williams Company	0.0%	$17.20M	53.08K	—	n/c	1
397	OUNZ VanEck Merk Gold ETF	0.0%	$17.19M	414.45K	—	n/c	1
398	RCL Royal Caribbean Cruises Ltd.	0.0%	$17.03M	61.06K	—	n/c	1
399	GARP ISHARES TR	0.0%	$16.90M	248.11K	—	n/c	1
400	EDV Vanguard Extended Duration…	0.0%	$16.83M	258.87K	—	n/c	1
401	CGIC Capital Group International…	0.0%	$16.80M	516.83K	—	n/c	1
402	SPG Simon Property Group, Inc.	0.0%	$16.78M	90.62K	—	n/c	1
403	NBOS NEUBERGER BERMAN ETF TRUST	0.0%	$16.78M	615.15K	—	n/c	1
404	ENB Enbridge Inc.	0.0%	$16.72M	349.64K	—	n/c	1
405	MISL FIRST TR EXCHANGE-TRADED FD	0.0%	$16.62M	388.43K	—	n/c	1
406	CEG Constellation Energy…	0.0%	$16.57M	46.90K	—	n/c	1
407	KLAC KLA Corporation	0.0%	$16.48M	13.57K	—	n/c	1
408	EFAV iShares MSCI EAFE Min Vol…	0.0%	$16.47M	190.98K	—	n/c	1
409	BUFQ FIRST TR EXCHNG TRADED FD VI	0.0%	$16.44M	458.83K	—	n/c	1
410	CB Chubb Limited	0.0%	$16.32M	52.30K	—	n/c	1
411	SPSM State Street SPDR Portfolio…	0.0%	$16.32M	348.22K	—	n/c	1
412	BOXX EA SERIES TRUST	0.0%	$16.22M	140.96K	—	n/c	1
413	PSFF PACER FDS TR	0.0%	$16.13M	498.94K	—	n/c	1
414	DHR Danaher Corporation	0.0%	$16.08M	70.24K	—	n/c	1
415	FNDF Schwab Fundamental…	0.0%	$16.07M	355.45K	—	n/c	1
416	TFC Truist Financial Corporation	0.0%	$16.00M	325.23K	—	n/c	1
417	BSCT Invesco BulletShares 2029…	0.0%	$15.99M	848.80K	—	n/c	1
418	FCX Freeport-McMoRan Inc.	0.0%	$15.93M	313.60K	—	n/c	1
419	INDA iShares MSCI India ETF	0.0%	$15.91M	294.38K	—	n/c	1
420	ADP Automatic Data Processing…	0.0%	$15.89M	61.77K	—	n/c	1
421	AVDE Avantis International…	0.0%	$15.86M	192.72K	—	n/c	1
422	FENI Fidelity Enhanced…	0.0%	$15.80M	431.98K	—	n/c	1
423	BIDD BLACKROCK ETF TRUST	0.0%	$15.77M	547.35K	—	n/c	1
424	LQDH ISHARES U S ETF TR	0.0%	$15.67M	167.83K	—	n/c	1
425	DELL Dell Technologies Inc.	0.0%	$15.65M	124.35K	—	n/c	1
426	DEO Diageo plc	0.0%	$15.63M	181.16K	—	n/c	1
427	MGV Vanguard Morningstar Mega…	0.0%	$15.58M	110.40K	—	n/c	1
428	NOC Northrop Grumman Corporation	0.0%	$15.57M	27.30K	—	n/c	1
429	FLTR VanEck IG Floating Rate ETF	0.0%	$15.47M	607.14K	—	n/c	1
430	QLC FlexShares US Quality Large…	0.0%	$15.47M	190.95K	—	n/c	1
431	LHX L3Harris Technologies, Inc.	0.0%	$15.35M	52.29K	—	n/c	1
432	REGN Regeneron Pharmaceuticals…	0.0%	$15.34M	19.88K	—	n/c	1
433	DASH DoorDash, Inc.	0.0%	$15.13M	66.82K	—	n/c	1
434	PFFA ETFIS SER TR I	0.0%	$15.13M	701.93K	—	n/c	1
435	PWR Quanta Services, Inc.	0.0%	$15.12M	35.82K	—	n/c	1
436	APD Air Products and Chemicals…	0.0%	$15.12M	61.19K	—	n/c	1
437	NEM Newmont Corporation	0.0%	$15.10M	151.27K	—	n/c	1
438	CLOA BLACKROCK ETF TRUST II	0.0%	$14.92M	288.27K	—	n/c	1
439	CSX CSX Corporation	0.0%	$14.90M	411.09K	—	n/c	1
440	IBTK ISHARES TR	0.0%	$14.86M	748.67K	—	n/c	1
441	APIE TRUST FOR PROFESSIONAL MANAG	0.0%	$14.83M	417.68K	—	n/c	1
442	HWM Howmet Aerospace Inc.	0.0%	$14.80M	72.18K	—	n/c	1
443	GSK GSK plc	0.0%	$14.79M	301.58K	—	n/c	1
444	SHLD Global X - Defense Tech ETF	0.0%	$14.67M	226.47K	—	n/c	1
445	JMBS Janus Henderson…	0.0%	$14.60M	319.65K	—	n/c	1
446	MAS Masco Corporation	0.0%	$14.59M	229.95K	—	n/c	1
447	AXON Axon Enterprise, Inc.	0.0%	$14.56M	25.64K	—	n/c	1
448	MDY State Street SPDR S&P…	0.0%	$14.54M	24.10K	—	n/c	1
449	OMC Omnicom Group Inc.	0.0%	$14.52M	179.79K	—	n/c	1
450	SNY Sanofi	0.0%	$14.41M	297.36K	—	n/c	1
451	SAP SAP SE	0.0%	$14.40M	59.29K	—	n/c	1
452	EMXC iShares MSCI Emerging…	0.0%	$14.37M	197.72K	—	n/c	1
453	VNQ Vanguard Real Estate ETF	0.0%	$14.32M	161.81K	—	n/c	1
454	VRT Vertiv Holdings Co	0.0%	$14.31M	88.34K	—	n/c	1
455	URI United Rentals, Inc.	0.0%	$14.30M	17.66K	—	n/c	1
456	BTI British American Tobacco…	0.0%	$14.20M	250.79K	—	n/c	1
457	GSY Invesco Ultra Short…	0.0%	$14.20M	282.53K	—	n/c	1
458	VTWO Vanguard Russell 2000 ETF	0.0%	$14.12M	141.87K	—	n/c	1
459	FTRB FEDERATED HERMES ETF TRUST	0.0%	$13.93M	548.67K	—	n/c	1
460	DSI iShares ESG MSCI KLD 400 ETF	0.0%	$13.88M	107.77K	—	n/c	1
461	SCHR Schwab Intermediate-Term…	0.0%	$13.87M	553.19K	—	n/c	1
462	QLTA iShares Aaa - A Rated…	0.0%	$13.83M	287.67K	—	n/c	1
463	MDYV State Street SPDR S&P 400…	0.0%	$13.78M	162.80K	—	n/c	1
464	SUB iShares Short-Term National…	0.0%	$13.76M	128.99K	—	n/c	1
465	CAH Cardinal Health, Inc.	0.0%	$13.75M	66.89K	—	n/c	1
466	STIP iShares 0-5 Year TIPS Bond…	0.0%	$13.74M	134.15K	—	n/c	1
467	CMG Chipotle Mexican Grill, Inc.	0.0%	$13.71M	370.45K	—	n/c	1
468	NKE NIKE, Inc.	0.0%	$13.70M	215.03K	—	n/c	1
469	IMTM iShares MSCI Intl Momentum…	0.0%	$13.69M	285.30K	—	n/c	1
470	ECL Ecolab Inc.	0.0%	$13.61M	51.84K	—	n/c	1
471	WDC Western Digital Corporation	0.0%	$13.55M	92.26K	—	n/c	1
472	VGK Vanguard FTSE Europe ETF	0.0%	$13.50M	161.45K	—	n/c	1
473	TLTD FLEXSHARES TR	0.0%	$13.50M	145.57K	—	n/c	1
474	AVLV Avantis U.S. Large Cap…	0.0%	$13.45M	177.56K	—	n/c	1
475	PGR The Progressive Corporation	0.0%	$13.42M	58.94K	—	n/c	1
476	VST Vistra Corp.	0.0%	$13.42M	83.17K	—	n/c	1
477	DVY iShares Select Dividend ETF	0.0%	$13.40M	94.92K	—	n/c	1
478	XAR State Street SPDR S&P…	0.0%	$13.37M	55.41K	—	n/c	1
479	MET MetLife, Inc.	0.0%	$13.35M	169.11K	—	n/c	1
480	FLDR FIDELITY MERRIMACK STR TR	0.0%	$13.31M	265.04K	—	n/c	1
481	GTO Invesco Total Return Bond…	0.0%	$13.30M	280.56K	—	n/c	1
482	XBIL RBB FD INC	0.0%	$13.25M	264.71K	—	n/c	1
483	VGIT Vanguard Intermediate-Term…	0.0%	$13.24M	220.98K	—	n/c	1
484	DDOG Datadog, Inc.	0.0%	$13.24M	97.38K	—	n/c	1
485	CGSD Capital Group Short…	0.0%	$13.08M	502.72K	—	n/c	1
486	EEMS ISHARES INC	0.0%	$13.07M	193.62K	—	n/c	1
487	VEEV Veeva Systems Inc.	0.0%	$13.05M	58.45K	—	n/c	1
488	SPIB State Street SPDR Portfolio…	0.0%	$12.91M	381.75K	—	n/c	1
489	FAPR FIRST TR EXCHNG TRADED FD VI	0.0%	$12.75M	287.12K	—	n/c	1
490	MSTR Strategy Inc	0.0%	$12.72M	83.68K	—	n/c	1
491	QYLD Global X - Nasdaq 100…	0.0%	$12.65M	716.09K	—	n/c	1
492	NET Cloudflare, Inc.	0.0%	$12.65M	64.17K	—	n/c	1
493	SE Sea Limited	0.0%	$12.63M	99.00K	—	n/c	1
494	TT Trane Technologies plc	0.0%	$12.53M	32.19K	—	n/c	1
495	TDTT FlexShares iBoxx 3 Year…	0.0%	$12.47M	518.22K	—	n/c	1
496	DFAT Dimensional - US Targeted…	0.0%	$12.42M	208.53K	—	n/c	1
497	IGLB iShares 10+ Year Investment…	0.0%	$12.41M	246.04K	—	n/c	1
498	FIBR ISHARES TR	0.0%	$12.38M	137.90K	—	n/c	1
499	SCHA Schwab U.S. Small-Cap ETF	0.0%	$12.38M	434.55K	—	n/c	1
500	KNG FT Cboe Vest S&P 500…	0.0%	$12.30M	250.18K	—	n/c	1

Hanya posisi saham biasa (SH); baris opsi ada di tab Opsi dan tidak pernah dijaring. ✂ = perubahan dihitung terhadap jumlah saham sebelumnya yang telah disesuaikan dengan pemecahan saham. "Dipegang N+" = dipegang setiap kuartal dalam jendela data kami, kemungkinan lebih lama.

Usia posisi

29620–1 kuartal

Jumlah kuartal berturut-turut setiap posisi saat ini telah dilaporkan, dalam jendela data kami.

Manajer serupa

Manajer	Posisi umum	Tumpang tindih nama	Kemiripan tertimbang
Envestnet Asset Management Inc	3045	61.7%	0.8905	Bandingkan ⇄
Cetera Investment Advisers	2941	58.3%	0.8696	Bandingkan ⇄
LPL Financial LLC	3080	51.2%	0.8502	Bandingkan ⇄
Commonwealth Equity Services, Llc	2758	57.4%	0.8371	Bandingkan ⇄
Truist Financial Corp	2260	59.8%	0.8025	Bandingkan ⇄
Mariner, LLC	2088	45.5%	0.7854	Bandingkan ⇄
Corient Private Wealth LP	1991	47.7%	0.7785	Bandingkan ⇄
Captrust Financial Advisors	2116	49.9%	0.7462	Bandingkan ⇄

Kesamaan hanya berdasarkan posisi long yang dilaporkan — hedges dan aset non-13F tidak terlihat. Metodologi

Rekam pengajuan

Aug 07 2026 13F-HR · periode Q2 2026

$49.01B · 3,254 kepemilikan tercantum · Lihat pengajuan SEC asli ↗

May 04 2026 13F-HR · periode Q1 2026

$36.06B · 2,995 kepemilikan tercantum · Lihat pengajuan SEC asli ↗

Feb 13 2026 13F-HR · periode Q4 2025

$41.05B · 3,037 kepemilikan tercantum · Lihat pengajuan SEC asli ↗

Nov 14 2025 13F-HR · periode Q3 2025

$37.47B · 2,879 kepemilikan tercantum · Lihat pengajuan SEC asli ↗

Aug 14 2025 13F-HR · periode Q2 2025

$34.65M · 2,802 kepemilikan tercantum · Lihat pengajuan SEC asli ↗

Asal-usul data: Semua kepemilikan yang diurai dari tabel informasi 13F manajer ini di SEC EDGAR; nilai sebagaimana dilaporkan, dalam USD penuh. Perubahan membandingkan versi terbaru yang diterima dari setiap kuartal (amandemen telah dimasukkan) berdasarkan jumlah saham yang disesuaikan dengan pemecahan saham. Periode pelaporan: Q4 2025 · pengajuan terbaru Aug 07, 2026 · Metodologi perubahan

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Mml Investors Services, Llc