Карточка управляющего · ✦ отобранные · архивный квартал

Morgan Stanley

Bank/wealth platform · New York, NY · CIK 895421 · Документы EDGAR ↗

Bank-affiliated adviser aggregating client assets.

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Разница ⇄

$1.65TОтчётная стоимость по 13F

45,054Позиции

21.9%Вес топ-10

131.80Эффективные позиции

—Расч. оборачиваемость

+0Новый

−0Выходы

Отчётная стоимость портфеля по 13F включает только отчётные длинные позиции в США — без учёта денежных средств, облигаций, коротких позиций и активов за пределами США. Это не активы под управлением. Сопоставимый предыдущий файлинг отсутствует — колонки изменений недоступны в этом квартале.

Отчётная стоимость по кварталам Q3 2025 → Q2 2026

Распределение по секторам

Финансовые услуги 35.0%

Технологии 24.1%

Потребительский цикличный 8.3%

Коммуникационные услуги 7.4%

Здравоохранение 7.3%

Промышленность 6.4%

Потребительский защитный 3.8%

Энергетика 2.7%

Сырьевые материалы 1.9%

Коммунальные услуги 1.8%

Недвижимость 1.4%

Доля в совокупной стоимости объявленного обыкновенного капитала; (±пп) к предыдущему кварталу.

Портфель · Q3 2025

#	Ценная бумага	Вес	Стоимость	Акции	Δ акций		Держится
1	AAPL Apple Inc.	3.5%	$25.42B	99.83M	—	n/c	1
2	MSFT Microsoft Corporation	3.8%	$21.76B	42.00M	—	n/c	1
3	NVDA NVIDIA Corporation	3.7%	$20.10B	107.73M	—	n/c	1
4	NVDA NVIDIA Corporation	3.7%	$18.20B	97.53M	—	n/c	1
5	MSFT Microsoft Corporation	3.8%	$17.62B	34.02M	—	n/c	1
6	AAPL Apple Inc.	3.5%	$16.17B	63.49M	—	n/c	1
7	AMZN Amazon.com, Inc.	2.2%	$14.33B	65.26M	—	n/c	1
8	GOOGL Alphabet Inc.	1.8%	$12.72B	52.33M	—	n/c	1
9	SPY State Street SPDR S&P 500…	1.6%	$12.65B	18.98M	—	n/c	1
10	IWF iShares Russell 1000 Growth…	0.8%	$12.52B	26.73M	—	n/c	1
11	SPY State Street SPDR S&P 500…	1.6%	$12.12B	18.20M	—	n/c	1
12	IVV iShares Core S&P 500 ETF	1.0%	$11.87B	17.74M	—	n/c	1
13	JPM JPMorgan Chase & Co.	1.3%	$11.47B	36.36M	—	n/c	1
14	VOO Vanguard S&P 500 ETF	0.9%	$9.39B	15.34M	—	n/c	1
15	AMZN Amazon.com, Inc.	2.2%	$8.86B	40.33M	—	n/c	1
16	AVGO Broadcom Inc.	1.5%	$8.72B	26.43M	—	n/c	1
17	META Meta Platforms, Inc.	1.6%	$8.30B	11.30M	—	n/c	1
18	BND Vanguard Total Bond Market…	0.5%	$8.08B	108.60M	—	n/c	1
19	AVGO Broadcom Inc.	1.5%	$7.65B	23.17M	—	n/c	1
20	IEFA iShares Core MSCI EAFE ETF	0.5%	$7.36B	84.27M	—	n/c	1
21	IWD iShares Russell 1000 Value…	0.4%	$7.24B	35.57M	—	n/c	1
22	META Meta Platforms, Inc.	1.6%	$7.02B	9.57M	—	n/c	1
23	QQQ Invesco QQQ Trust, Series 1	0.9%	$6.95B	11.57M	—	n/c	1
24	VUG Vanguard Morningstar Growth…	0.4%	$6.80B	14.18M	—	n/c	1
25	GOOGL Alphabet Inc.	1.8%	$6.76B	27.83M	—	n/c	1
26	QQQ Invesco QQQ Trust, Series 1	0.9%	$6.69B	11.14M	—	n/c	1
27	V Visa Inc.	1.0%	$6.38B	18.67M	—	n/c	1
28	BRK-B Berkshire Hathaway Inc.	0.8%	$5.99B	11.91M	—	n/c	1
29	VTV Vanguard Morningstar Value…	0.4%	$5.98B	32.08M	—	n/c	1
30	NVDA NVIDIA Corporation	3.7%	$5.90B	31.64M	—	n/c	1
31	IEMG iShares Core MSCI Emerging…	0.4%	$5.67B	86.01M	—	n/c	1
32	GOOG Alphabet Inc.	1.0%	$5.65B	23.22M	—	n/c	1
33	ABBV AbbVie Inc.	0.6%	$5.55B	23.96M	—	n/c	1
34	LLY Eli Lilly and Company	0.7%	$5.54B	7.27M	—	n/c	1
35	HD The Home Depot, Inc.	0.6%	$5.49B	13.56M	—	n/c	1
36	MSFT Microsoft Corporation	3.8%	$5.48B	10.58M	—	n/c	1
37	GOOG Alphabet Inc.	1.0%	$5.20B	21.36M	—	n/c	1
38	AAPL Apple Inc.	3.5%	$5.10B	20.01M	—	n/c	1
39	VOO Vanguard S&P 500 ETF	0.9%	$4.92B	8.04M	—	n/c	1
40	RSP Invesco S&P 500 Equal…	0.3%	$4.88B	25.73M	—	n/c	1
41	TSLA Tesla, Inc.	1.0%	$4.83B	10.86M	—	n/c	1
42	WMT Walmart Inc.	0.5%	$4.70B	45.61M	—	n/c	1
43	JNJ Johnson & Johnson	0.5%	$4.68B	25.25M	—	n/c	1
44	BX Blackstone Inc.	0.3%	$4.49B	26.29M	—	n/c	1
45	PANW Palo Alto Networks, Inc.	0.4%	$4.47B	21.93M	—	n/c	1
46	NVDA NVIDIA Corporation	3.7%	$4.40B	23.58M	—	n/c	1
47	JPM JPMorgan Chase & Co.	1.3%	$4.34B	13.75M	—	n/c	1
48	VTI Vanguard Morningstar Total…	0.3%	$4.32B	13.16M	—	n/c	1
49	XONA.DE Exxon Mobil Corporation	0.5%	$4.06B	36.01M	—	n/c	1
50	IVW iShares S&P 500 Growth ETF	0.2%	$4.03B	33.34M	—	n/c	1
51	NFLX Netflix, Inc.	0.6%	$3.95B	3.29M	—	n/c	1
52	COST Costco Wholesale Corporation	0.5%	$3.93B	4.24M	—	n/c	1
53	TSLA Tesla, Inc.	1.0%	$3.86B	8.67M	—	n/c	1
54	NVDA NVIDIA Corporation	3.7%	$3.80B	20.37M	—	n/c	1
55	AAPL Apple Inc.	3.5%	$3.71B	14.55M	—	n/c	1
56	BRK-B Berkshire Hathaway Inc.	0.8%	$3.67B	7.31M	—	n/c	1
57	MSFT Microsoft Corporation	3.8%	$3.52B	6.80M	—	n/c	1
58	VEA Vanguard FTSE Developed…	0.2%	$3.52B	58.78M	—	n/c	1
59	MSFT Microsoft Corporation	3.8%	$3.47B	6.70M	—	n/c	1
60	AAPL Apple Inc.	3.5%	$3.41B	13.38M	—	n/c	1
61	GLD SPDR Gold Shares	0.2%	$3.35B	9.41M	—	n/c	1
62	PG The Procter & Gamble Company	0.5%	$3.30B	21.51M	—	n/c	1
63	MSFT Microsoft Corporation	3.8%	$3.29B	6.35M	—	n/c	1
64	NEE NextEra Energy, Inc.	0.3%	$3.23B	42.85M	—	n/c	1
65	ETN Eaton Corporation plc	0.3%	$3.19B	8.52M	—	n/c	1
66	NET Cloudflare, Inc.	0.2%	$3.13B	14.57M	—	n/c	1
67	CVX Chevron Corporation	0.3%	$3.06B	19.71M	—	n/c	1
68	JPST JPMorgan Ultra-Short Income…	0.2%	$3.04B	60.02M	—	n/c	1
69	BSV Vanguard Short-Term Bond ETF	0.2%	$3.03B	38.37M	—	n/c	1
70	V Visa Inc.	1.0%	$3.00B	8.79M	—	n/c	1
71	GS The Goldman Sachs Group…	0.4%	$2.94B	3.69M	—	n/c	1
72	IVE iShares S&P 500 Value ETF	0.2%	$2.89B	13.98M	—	n/c	1
73	ORCL Oracle Corporation	0.5%	$2.83B	10.05M	—	n/c	1
74	TMO Thermo Fisher Scientific…	0.4%	$2.75B	5.67M	—	n/c	1
75	IWP iShares Russell Mid-Cap…	0.2%	$2.74B	19.27M	—	n/c	1
76	RTX RTX Corporation	0.3%	$2.73B	16.29M	—	n/c	1
77	LLY Eli Lilly and Company	0.7%	$2.72B	3.56M	—	n/c	1
78	MCD McDonald's Corporation	0.3%	$2.71B	8.90M	—	n/c	1
79	JEPI JPMorgan Equity Premium…	0.2%	$2.68B	46.94M	—	n/c	1
80	VIG Vanguard Dividend…	0.2%	$2.66B	12.31M	—	n/c	1
81	MA Mastercard Incorporated	0.5%	$2.65B	4.65M	—	n/c	1
82	NFLX Netflix, Inc.	0.6%	$2.61B	2.18M	—	n/c	1
83	UBER Uber Technologies, Inc.	0.5%	$2.53B	25.81M	—	n/c	1
84	XLK State Street Technology…	0.2%	$2.52B	8.96M	—	n/c	1
85	AGG iShares Core U.S. Aggregate…	0.2%	$2.52B	25.18M	—	n/c	1
86	HON Honeywell International Inc.	0.2%	$2.51B	11.93M	—	n/c	1
87	AMGN Amgen Inc.	0.3%	$2.51B	8.89M	—	n/c	1
88	BLK BlackRock, Inc.	0.2%	$2.51B	2.15M	—	n/c	1
89	GOOGL Alphabet Inc.	1.8%	$2.48B	10.20M	—	n/c	1
90	NVDA NVIDIA Corporation	3.7%	$2.47B	13.22M	—	n/c	1
91	MA Mastercard Incorporated	0.5%	$2.45B	4.31M	—	n/c	1
92	MORGAN STANLEY PATHWAY FDS (не сопоставлено)	—	$2.44B	44.83M	—		—
93	IJH iShares Core S&P Mid-Cap ETF	0.1%	$2.40B	36.74M	—	n/c	1
94	VWO Vanguard FTSE Emerging…	0.2%	$2.39B	44.14M	—	n/c	1
95	MELI MercadoLibre, Inc.	0.3%	$2.39B	1.02M	—	n/c	1
96	ORCL Oracle Corporation	0.5%	$2.34B	8.33M	—	n/c	1
97	AMZN Amazon.com, Inc.	2.2%	$2.33B	10.63M	—	n/c	1
98	MSFT Microsoft Corporation	3.8%	$2.31B	4.47M	—	n/c	1
99	DASH DoorDash, Inc.	0.3%	$2.31B	8.50M	—	n/c	1
100	IUSG iShares Core S&P U.S.…	0.1%	$2.30B	14.00M	—	n/c	1
101	BIL State Street SPDR Bloomberg…	0.1%	$2.27B	24.79M	—	n/c	1
102	VO Vanguard Morningstar…	0.1%	$2.26B	7.68M	—	n/c	1
103	AXP American Express Company	0.3%	$2.23B	6.72M	—	n/c	1
104	KO The Coca-Cola Company	0.4%	$2.22B	33.43M	—	n/c	1
105	CRM Salesforce, Inc.	0.3%	$2.20B	9.30M	—	n/c	1
106	UNH UnitedHealth Group…	0.3%	$2.16B	6.27M	—	n/c	1
107	IJR iShares Core S&P Small-Cap…	0.1%	$2.08B	17.53M	—	n/c	1
108	SHOP Shopify Inc.	0.3%	$2.03B	13.66M	—	n/c	1
109	BAC Bank of America Corporation	0.3%	$2.03B	39.33M	—	n/c	1
110	WMT Walmart Inc.	0.5%	$2.01B	19.55M	—	n/c	1
111	ABBV AbbVie Inc.	0.6%	$2.00B	8.64M	—	n/c	1
112	SHY iShares 1-3 Year Treasury…	0.2%	$1.98B	23.84M	—	n/c	1
113	CSCO Cisco Systems, Inc.	0.3%	$1.98B	28.87M	—	n/c	1
114	NVDA NVIDIA Corporation	3.7%	$1.97B	10.56M	—	n/c	1
115	XONA.DE Exxon Mobil Corporation	0.5%	$1.97B	17.44M	—	n/c	1
116	COST Costco Wholesale Corporation	0.5%	$1.96B	2.11M	—	n/c	1
117	WFC Wells Fargo & Company	0.3%	$1.93B	23.03M	—	n/c	1
118	TSLA Tesla, Inc.	1.0%	$1.92B	4.33M	—	n/c	1
119	HD The Home Depot, Inc.	0.6%	$1.92B	4.74M	—	n/c	1
120	VB Vanguard Morningstar…	0.1%	$1.91B	7.51M	—	n/c	1
121	IBM International Business…	0.3%	$1.91B	6.76M	—	n/c	1
122	XLF State Street Financial…	0.2%	$1.88B	34.89M	—	n/c	1
123	QUAL iShares MSCI USA Quality…	0.1%	$1.85B	9.50M	—	n/c	1
124	JNJ Johnson & Johnson	0.5%	$1.84B	9.93M	—	n/c	1
125	V Visa Inc.	1.0%	$1.81B	5.30M	—	n/c	1
126	META Meta Platforms, Inc.	1.6%	$1.81B	2.46M	—	n/c	1
127	PBUS Invesco MSCI USA ETF	0.1%	$1.80B	26.88M	—	n/c	1
128	AMZN Amazon.com, Inc.	2.2%	$1.80B	8.20M	—	n/c	1
129	IAU iShares Gold Trust	0.1%	$1.79B	24.53M	—	n/c	1
130	RBLX Roblox Corporation	0.2%	$1.78B	12.87M	—	n/c	1
131	IVV iShares Core S&P 500 ETF	1.0%	$1.78B	2.66M	—	n/c	1
132	IVV iShares Core S&P 500 ETF	1.0%	$1.78B	2.65M	—	n/c	1
133	EFA iShares MSCI EAFE ETF	0.2%	$1.77B	18.92M	—	n/c	1
134	MSFT Microsoft Corporation	3.8%	$1.76B	3.41M	—	n/c	1
135	TSLA Tesla, Inc.	1.0%	$1.75B	3.94M	—	n/c	1
136	META Meta Platforms, Inc.	1.6%	$1.75B	2.38M	—	n/c	1
137	LMT Lockheed Martin Corporation	0.2%	$1.71B	3.42M	—	n/c	1
138	PLTR Palantir Technologies Inc.	0.3%	$1.69B	9.26M	—	n/c	1
139	AMZN Amazon.com, Inc.	2.2%	$1.68B	7.66M	—	n/c	1
140	MRK Merck & Co., Inc.	0.2%	$1.67B	19.85M	—	n/c	1
141	GEV GE Vernova Inc.	0.2%	$1.64B	2.66M	—	n/c	1
142	META Meta Platforms, Inc.	1.6%	$1.63B	2.21M	—	n/c	1
143	VZ Verizon Communications Inc.	0.2%	$1.60B	36.50M	—	n/c	1
144	IWM iShares Russell 2000 ETF	0.3%	$1.59B	6.58M	—	n/c	1
145	AVGO Broadcom Inc.	1.5%	$1.58B	4.79M	—	n/c	1
146	AMZN Amazon.com, Inc.	2.2%	$1.58B	7.19M	—	n/c	1
147	META Meta Platforms, Inc.	1.6%	$1.57B	2.14M	—	n/c	1
148	TMUS T-Mobile US, Inc.	0.2%	$1.57B	6.57M	—	n/c	1
149	META Meta Platforms, Inc.	1.6%	$1.57B	2.13M	—	n/c	1
150	TSM Taiwan Semiconductor…	0.3%	$1.56B	5.59M	—	n/c	1
151	SPOT Spotify Technology S.A.	0.3%	$1.56B	2.23M	—	n/c	1
152	VGT Vanguard Information…	0.1%	$1.55B	2.07M	—	n/c	1
153	AAPL Apple Inc.	3.5%	$1.53B	6.02M	—	n/c	1
154	VEU Vanguard FTSE All-World…	0.1%	$1.52B	21.23M	—	n/c	1
155	AJG Arthur J. Gallagher & Co.	0.2%	$1.51B	4.88M	—	n/c	1
156	GE GE Aerospace	0.2%	$1.49B	4.97M	—	n/c	1
157	SPY State Street SPDR S&P 500…	1.6%	$1.49B	2.24M	—	n/c	1
158	VCIT Vanguard Intermediate-Term…	0.1%	$1.49B	17.74M	—	n/c	1
159	PG The Procter & Gamble Company	0.5%	$1.49B	9.69M	—	n/c	1
160	PLTR Palantir Technologies Inc.	0.3%	$1.49B	8.15M	—	n/c	1
161	APP AppLovin Corporation	0.2%	$1.49B	2.07M	—	n/c	1
162	GOOGL Alphabet Inc.	1.8%	$1.48B	6.08M	—	n/c	1
163	PEP PepsiCo, Inc.	0.2%	$1.48B	10.50M	—	n/c	1
164	DIS The Walt Disney Company	0.3%	$1.45B	12.69M	—	n/c	1
165	AMD Advanced Micro Devices, Inc.	0.3%	$1.43B	8.85M	—	n/c	1
166	BAC Bank of America Corporation	0.3%	$1.43B	27.63M	—	n/c	1
167	VCSH Vanguard Short-Term…	0.1%	$1.42B	17.79M	—	n/c	1
168	GOOGL Alphabet Inc.	1.8%	$1.42B	5.83M	—	n/c	1
169	VYM Vanguard High Dividend…	0.1%	$1.41B	10.01M	—	n/c	1
170	CAT Caterpillar Inc.	0.2%	$1.40B	2.93M	—	n/c	1
171	CEG Constellation Energy…	0.2%	$1.39B	4.22M	—	n/c	1
172	ADP Automatic Data Processing…	0.2%	$1.38B	4.71M	—	n/c	1
173	FBND Fidelity Total Bond ETF	0.1%	$1.38B	29.88M	—	n/c	1
174	IWM iShares Russell 2000 ETF	0.3%	$1.38B	5.70M	—	n/c	1
175	KO The Coca-Cola Company	0.4%	$1.38B	20.74M	—	n/c	1
176	PM Philip Morris International…	0.2%	$1.38B	8.48M	—	n/c	1
177	UBER Uber Technologies, Inc.	0.5%	$1.38B	14.04M	—	n/c	1
178	AVGO Broadcom Inc.	1.5%	$1.36B	4.13M	—	n/c	1
179	EWJ iShares MSCI Japan ETF	0.1%	$1.34B	16.66M	—	n/c	1
180	ABT Abbott Laboratories	0.3%	$1.33B	9.95M	—	n/c	1
181	AAPL Apple Inc.	3.5%	$1.33B	5.21M	—	n/c	1
182	GOOG Alphabet Inc.	1.0%	$1.33B	5.45M	—	n/c	1
183	GOOGL Alphabet Inc.	1.8%	$1.32B	5.44M	—	n/c	1
184	PG The Procter & Gamble Company	0.5%	$1.32B	8.57M	—	n/c	1
185	NOC Northrop Grumman Corporation	0.1%	$1.31B	2.15M	—	n/c	1
186	AFRM Affirm Holdings, Inc.	0.1%	$1.31B	17.86M	—	n/c	1
187	IWM iShares Russell 2000 ETF	0.3%	$1.30B	5.38M	—	n/c	1
188	AVGO Broadcom Inc.	1.5%	$1.30B	3.93M	—	n/c	1
189	DGRO iShares Core Dividend…	0.1%	$1.29B	18.98M	—	n/c	1
190	UNH UnitedHealth Group…	0.3%	$1.29B	3.74M	—	n/c	1
191	RDVY First Trust Rising Dividend…	0.1%	$1.29B	19.20M	—	n/c	1
192	VGSH Vanguard Short-Term…	0.1%	$1.29B	21.90M	—	n/c	1
193	AVGO Broadcom Inc.	1.5%	$1.29B	3.90M	—	n/c	1
194	UNP Union Pacific Corporation	0.2%	$1.28B	5.40M	—	n/c	1
195	DELL Dell Technologies Inc.	0.1%	$1.27B	8.94M	—	n/c	1
196	GOOG Alphabet Inc.	1.0%	$1.25B	5.14M	—	n/c	1
197	XLV State Street Health Care…	0.1%	$1.24B	8.94M	—	n/c	1
198	CPNG Coupang, Inc.	0.1%	$1.24B	38.59M	—	n/c	1
199	XLI State Street Industrial…	0.1%	$1.24B	8.06M	—	n/c	1
200	LNG Cheniere Energy, Inc.	0.1%	$1.24B	5.27M	—	n/c	1
201	T AT&T Inc.	0.2%	$1.24B	43.85M	—	n/c	1
202	IONQ IonQ, Inc.	0.1%	$1.24B	20.11M	—	n/c	1
203	CSCO Cisco Systems, Inc.	0.3%	$1.23B	17.96M	—	n/c	1
204	SHW The Sherwin-Williams Company	0.2%	$1.23B	3.54M	—	n/c	1
205	META Meta Platforms, Inc.	1.6%	$1.22B	1.67M	—	n/c	1
206	IEFA iShares Core MSCI EAFE ETF	0.5%	$1.22B	13.94M	—	n/c	1
207	UBER Uber Technologies, Inc.	0.5%	$1.21B	12.39M	—	n/c	1
208	JEPQ JPMorgan Nasdaq Equity…	0.1%	$1.21B	21.10M	—	n/c	1
209	GD General Dynamics Corporation	0.1%	$1.21B	3.53M	—	n/c	1
210	AMD Advanced Micro Devices, Inc.	0.3%	$1.19B	7.37M	—	n/c	1
211	AMZN Amazon.com, Inc.	2.2%	$1.19B	5.42M	—	n/c	1
212	CVX Chevron Corporation	0.3%	$1.18B	7.62M	—	n/c	1
213	ABT Abbott Laboratories	0.3%	$1.18B	8.82M	—	n/c	1
214	GE GE Aerospace	0.2%	$1.17B	3.90M	—	n/c	1
215	TT Trane Technologies plc	0.1%	$1.17B	2.78M	—	n/c	1
216	ROP Roper Technologies, Inc.	0.1%	$1.16B	2.34M	—	n/c	1
217	PLD Prologis, Inc.	0.1%	$1.16B	10.17M	—	n/c	1
218	SYK Stryker Corporation	0.1%	$1.16B	3.14M	—	n/c	1
219	AMZN Amazon.com, Inc.	2.2%	$1.16B	5.29M	—	n/c	1
220	SPGI S&P Global Inc.	0.2%	$1.15B	2.37M	—	n/c	1
221	JPM JPMorgan Chase & Co.	1.3%	$1.15B	3.65M	—	n/c	1
222	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$1.14B	22.69M	—	n/c	1
223	TJX The TJX Companies, Inc.	0.2%	$1.13B	7.84M	—	n/c	1
224	LIN Linde plc	0.2%	$1.13B	2.39M	—	n/c	1
225	RPRX Royalty Pharma plc	0.1%	$1.13B	32.06M	—	n/c	1
226	EVTR Eaton Vance Total Return…	0.1%	$1.13B	21.99M	—	n/c	1
227	VOO Vanguard S&P 500 ETF	0.9%	$1.12B	1.84M	—	n/c	1
228	BRK-B Berkshire Hathaway Inc.	0.8%	$1.12B	2.23M	—	n/c	1
229	TMO Thermo Fisher Scientific…	0.4%	$1.12B	2.31M	—	n/c	1
230	ICE Intercontinental Exchange…	0.2%	$1.12B	6.62M	—	n/c	1
231	PM Philip Morris International…	0.2%	$1.10B	6.81M	—	n/c	1
232	SPOT Spotify Technology S.A.	0.3%	$1.10B	1.58M	—	n/c	1
233	IWS iShares Russell Mid-Cap…	0.1%	$1.09B	7.83M	—	n/c	1
234	ADI Analog Devices, Inc.	0.2%	$1.09B	4.42M	—	n/c	1
235	JAAA Janus Henderson AAA CLO ETF	0.1%	$1.08B	21.36M	—	n/c	1
236	WMB The Williams Companies, Inc.	0.1%	$1.08B	17.07M	—	n/c	1
237	KO The Coca-Cola Company	0.4%	$1.07B	16.18M	—	n/c	1
238	GS The Goldman Sachs Group…	0.4%	$1.07B	1.34M	—	n/c	1
239	MSTR Strategy Inc	0.2%	$1.06B	3.30M	—	n/c	1
240	SPYM State Street SPDR Portfolio…	0.1%	$1.06B	13.58M	—	n/c	1
241	IUSB iShares Core Universal USD…	0.1%	$1.06B	22.77M	—	n/c	1
242	RTX RTX Corporation	0.3%	$1.06B	6.35M	—	n/c	1
243	VONG Vanguard Russell 1000…	0.1%	$1.06B	8.79M	—	n/c	1
244	SRE Sempra	0.1%	$1.06B	11.77M	—	n/c	1
245	XLE State Street Energy Select…	0.1%	$1.06B	11.83M	—	n/c	1
246	QCOM QUALCOMM Incorporated	0.2%	$1.06B	6.35M	—	n/c	1
247	ITOT iShares Core S&P Total U.S.…	0.1%	$1.05B	7.21M	—	n/c	1
248	C Citigroup Inc.	0.2%	$1.04B	10.28M	—	n/c	1
249	AMZN Amazon.com, Inc.	2.2%	$1.04B	4.73M	—	n/c	1
250	BKNG Booking Holdings Inc.	0.2%	$1.03B	191.48K	—	n/c	1
251	IBM International Business…	0.3%	$1.03B	3.65M	—	n/c	1
252	GOOG Alphabet Inc.	1.0%	$1.02B	4.21M	—	n/c	1
253	ABT Abbott Laboratories	0.3%	$1.02B	7.65M	—	n/c	1
254	IYW iShares U.S. Technology ETF	0.1%	$1.02B	5.22M	—	n/c	1
255	WFC Wells Fargo & Company	0.3%	$1.02B	12.11M	—	n/c	1
256	JPM JPMorgan Chase & Co.	1.3%	$1.00B	3.19M	—	n/c	1
257	NOBL ProShares - S&P 500…	0.1%	$1.00B	9.73M	—	n/c	1
258	CIBR First Trust Nasdaq…	0.1%	$998.65M	13.14M	—	n/c	1
259	DIA State Street SPDR Dow Jones…	0.1%	$995.82M	2.15M	—	n/c	1
260	SPOT Spotify Technology S.A.	0.3%	$990.44M	1.42M	—	n/c	1
261	ZTS Zoetis Inc.	0.1%	$990.40M	6.77M	—	n/c	1
262	LOW Lowe's Companies, Inc.	0.2%	$990.39M	3.94M	—	n/c	1
263	INTU Intuit Inc.	0.2%	$989.06M	1.45M	—	n/c	1
264	COWZ Pacer US Cash Cows 100 ETF	0.1%	$975.37M	16.97M	—	n/c	1
265	AXP American Express Company	0.3%	$975.36M	2.94M	—	n/c	1
266	CMI Cummins Inc.	0.1%	$973.50M	2.30M	—	n/c	1
267	SNOW Snowflake Inc.	0.1%	$972.79M	4.31M	—	n/c	1
268	JMBS Janus Henderson…	0.1%	$972.45M	21.29M	—	n/c	1
269	MCD McDonald's Corporation	0.3%	$966.03M	3.18M	—	n/c	1
270	IWR iShares Russell Mid-Cap ETF	0.1%	$960.66M	9.95M	—	n/c	1
271	AON Aon plc	0.1%	$956.72M	2.68M	—	n/c	1
272	VGK Vanguard FTSE Europe ETF	0.1%	$955.49M	11.97M	—	n/c	1
273	TSM Taiwan Semiconductor…	0.3%	$954.80M	3.42M	—	n/c	1
274	FPE First Trust Preferred…	0.1%	$951.00M	52.14M	—	n/c	1
275	CRWD CrowdStrike Holdings, Inc.	0.2%	$949.65M	1.94M	—	n/c	1
276	BRK-B Berkshire Hathaway Inc.	0.8%	$949.48M	1.89M	—	n/c	1
277	GILD Gilead Sciences, Inc.	0.2%	$948.91M	8.55M	—	n/c	1
278	NOW ServiceNow, Inc.	0.3%	$947.05M	1.03M	—	n/c	1
279	MDT Medtronic plc	0.1%	$945.78M	9.93M	—	n/c	1
280	VST Vistra Corp.	0.1%	$941.05M	4.80M	—	n/c	1
281	AMD Advanced Micro Devices, Inc.	0.3%	$938.88M	5.80M	—	n/c	1
282	MELI MercadoLibre, Inc.	0.3%	$938.77M	401.71K	—	n/c	1
283	MRK Merck & Co., Inc.	0.2%	$934.20M	11.13M	—	n/c	1
284	AEP American Electric Power…	0.1%	$931.83M	8.28M	—	n/c	1
285	CAT Caterpillar Inc.	0.2%	$929.79M	1.95M	—	n/c	1
286	DE Deere & Company	0.1%	$929.49M	2.03M	—	n/c	1
287	CME CME Group Inc.	0.1%	$926.69M	3.43M	—	n/c	1
288	TJX The TJX Companies, Inc.	0.2%	$926.59M	6.41M	—	n/c	1
289	NFLX Netflix, Inc.	0.6%	$925.00M	771.53K	—	n/c	1
290	CRM Salesforce, Inc.	0.3%	$923.78M	3.90M	—	n/c	1
291	META Meta Platforms, Inc.	1.6%	$918.85M	1.25M	—	n/c	1
292	T AT&T Inc.	0.2%	$915.49M	32.42M	—	n/c	1
293	USMV iShares MSCI USA Min Vol…	0.1%	$913.10M	9.60M	—	n/c	1
294	VGIT Vanguard Intermediate-Term…	0.1%	$908.12M	15.13M	—	n/c	1
295	GOOGL Alphabet Inc.	1.8%	$907.68M	3.73M	—	n/c	1
296	NOW ServiceNow, Inc.	0.3%	$906.50M	985.03K	—	n/c	1
297	IUSV iShares Core S&P U.S. Value…	0.1%	$906.15M	9.07M	—	n/c	1
298	MINT PIMCO Enhanced Short…	0.1%	$902.37M	8.96M	—	n/c	1
299	FXI iShares China Large-Cap ETF	0.1%	$901.10M	21.90M	—	n/c	1
300	QQQM Invesco NASDAQ 100 ETF	0.1%	$898.46M	3.64M	—	n/c	1
301	FVD First Trust Value Line…	0.1%	$897.85M	19.42M	—	n/c	1
302	TSLA Tesla, Inc.	1.0%	$897.27M	2.02M	—	n/c	1
303	MGK Vanguard Morningstar Mega…	0.1%	$894.55M	2.22M	—	n/c	1
304	GOOG Alphabet Inc.	1.0%	$893.91M	3.67M	—	n/c	1
305	WT WisdomTree, Inc.	0.2%	$887.68M	17.66M	—	n/c	1
306	DVY iShares Select Dividend ETF	0.1%	$883.44M	6.22M	—	n/c	1
307	NVDA NVIDIA Corporation	3.7%	$883.33M	4.73M	—	n/c	1
308	IDEV iShares Core MSCI…	0.1%	$879.56M	10.97M	—	n/c	1
309	NOW ServiceNow, Inc.	0.3%	$875.09M	950.90K	—	n/c	1
310	MSTR Strategy Inc	0.2%	$874.25M	2.71M	—	n/c	1
311	V Visa Inc.	1.0%	$872.61M	2.56M	—	n/c	1
312	DYNF iShares U.S. Equity Factor…	0.1%	$871.77M	14.73M	—	n/c	1
313	ETN Eaton Corporation plc	0.3%	$870.98M	2.33M	—	n/c	1
314	GOOGL Alphabet Inc.	1.8%	$869.11M	3.58M	—	n/c	1
315	QQQ Invesco QQQ Trust, Series 1	0.9%	$868.38M	1.45M	—	n/c	1
316	MBB iShares MBS ETF	0.1%	$865.36M	9.09M	—	n/c	1
317	NOW ServiceNow, Inc.	0.3%	$863.35M	938.14K	—	n/c	1
318	SPYG State Street SPDR Portfolio…	0.1%	$862.71M	8.25M	—	n/c	1
319	VV Vanguard Morningstar…	0.1%	$860.47M	2.80M	—	n/c	1
320	GEV GE Vernova Inc.	0.2%	$859.26M	1.40M	—	n/c	1
321	AMD Advanced Micro Devices, Inc.	0.3%	$859.19M	5.31M	—	n/c	1
322	TSLA Tesla, Inc.	1.0%	$857.06M	1.93M	—	n/c	1
323	VXUS Vanguard Total…	0.1%	$853.10M	11.61M	—	n/c	1
324	INTU Intuit Inc.	0.2%	$843.02M	1.23M	—	n/c	1
325	IVV iShares Core S&P 500 ETF	1.0%	$841.49M	1.26M	—	n/c	1
326	VOT Vanguard Morningstar…	0.1%	$841.17M	2.86M	—	n/c	1
327	MTB M&T Bank Corporation	0.1%	$838.76M	4.24M	—	n/c	1
328	APH Amphenol Corporation	0.1%	$835.96M	6.76M	—	n/c	1
329	BNY Bank of New York Mellon Corp	0.1%	$834.59M	7.66M	—	n/c	1
330	SNPS Synopsys, Inc.	0.1%	$834.42M	1.69M	—	n/c	1
331	ANET Arista Networks, Inc.	0.2%	$829.45M	5.69M	—	n/c	1
332	SPGI S&P Global Inc.	0.2%	$826.96M	1.70M	—	n/c	1
333	CGDV Capital Group Dividend…	0.1%	$826.76M	19.67M	—	n/c	1
334	LRCX Lam Research Corporation	0.2%	$826.55M	6.17M	—	n/c	1
335	SGOV iShares 0-3 Month Treasury…	0.1%	$820.50M	8.15M	—	n/c	1
336	XLC State Street Communication…	0.1%	$818.47M	6.91M	—	n/c	1
337	GS The Goldman Sachs Group…	0.4%	$816.34M	1.03M	—	n/c	1
338	PULS PGIM Ultra Short Bond ETF	0.0%	$814.62M	16.35M	—	n/c	1
339	VOE Vanguard Morningstar…	0.1%	$811.86M	4.65M	—	n/c	1
340	AVGO Broadcom Inc.	1.5%	$807.90M	2.45M	—	n/c	1
341	XLU State Street Utilities…	0.1%	$804.69M	9.23M	—	n/c	1
342	BKNG Booking Holdings Inc.	0.2%	$804.14M	148.93K	—	n/c	1
343	TMO Thermo Fisher Scientific…	0.4%	$803.22M	1.66M	—	n/c	1
344	SHY iShares 1-3 Year Treasury…	0.2%	$801.61M	9.66M	—	n/c	1
345	BLK BlackRock, Inc.	0.2%	$801.18M	687.20K	—	n/c	1
346	OEF iShares S&P 100 ETF	0.0%	$797.55M	2.40M	—	n/c	1
347	CL Colgate-Palmolive Company	0.1%	$797.52M	9.98M	—	n/c	1
348	TCOM Trip.com Group Limited	0.1%	$797.17M	10.60M	—	n/c	1
349	FTSM First Trust Enhanced Short…	0.0%	$797.15M	13.31M	—	n/c	1
350	DIA State Street SPDR Dow Jones…	0.1%	$797.14M	1.72M	—	n/c	1
351	JPM JPMorgan Chase & Co.	1.3%	$796.70M	2.53M	—	n/c	1
352	IBM International Business…	0.3%	$795.83M	2.82M	—	n/c	1
353	MS Morgan Stanley	0.1%	$794.67M	5.00M	—	n/c	1
354	ECL Ecolab Inc.	0.1%	$787.36M	2.88M	—	n/c	1
355	VNQ Vanguard Real Estate ETF	0.1%	$787.31M	8.61M	—	n/c	1
356	USB U.S. Bancorp	0.1%	$787.03M	16.28M	—	n/c	1
357	HYG iShares iBoxx $ High Yield…	0.1%	$784.10M	9.66M	—	n/c	1
358	VBR Vanguard Morningstar…	0.0%	$781.48M	3.74M	—	n/c	1
359	MU Micron Technology, Inc.	0.2%	$780.49M	4.66M	—	n/c	1
360	AMAT Applied Materials, Inc.	0.1%	$778.36M	3.80M	—	n/c	1
361	FCX Freeport-McMoRan Inc.	0.1%	$775.42M	19.77M	—	n/c	1
362	BA The Boeing Company	0.1%	$774.02M	3.59M	—	n/c	1
363	IEMG iShares Core MSCI Emerging…	0.4%	$773.67M	11.74M	—	n/c	1
364	AUR Aurora Innovation, Inc.	0.1%	$772.32M	143.29M	—	n/c	1
365	QXO QXO, Inc.	0.1%	$769.45M	40.37M	—	n/c	1
366	XLY State Street Consumer…	0.1%	$767.92M	3.20M	—	n/c	1
367	PGR The Progressive Corporation	0.2%	$767.75M	3.11M	—	n/c	1
368	QCOM QUALCOMM Incorporated	0.2%	$767.54M	4.61M	—	n/c	1
369	ACN Accenture plc	0.2%	$766.22M	3.11M	—	n/c	1
370	KLAC KLA Corporation	0.1%	$764.53M	708.81K	—	n/c	1
371	AMGN Amgen Inc.	0.3%	$763.25M	2.70M	—	n/c	1
372	AVGO Broadcom Inc.	1.5%	$762.73M	2.31M	—	n/c	1
373	TSLA Tesla, Inc.	1.0%	$761.41M	1.71M	—	n/c	1
374	XBI State Street SPDR S&P…	0.1%	$760.16M	7.59M	—	n/c	1
375	WT WisdomTree, Inc.	0.2%	$753.88M	8.47M	—	n/c	1
376	GSLC Goldman Sachs ActiveBeta…	0.0%	$753.22M	5.78M	—	n/c	1
377	EFV iShares MSCI EAFE Value ETF	0.0%	$753.09M	11.10M	—	n/c	1
378	VXF Vanguard Extended Market ETF	0.0%	$749.29M	3.58M	—	n/c	1
379	SBUX Starbucks Corporation	0.1%	$745.16M	8.81M	—	n/c	1
380	AMT American Tower Corporation	0.1%	$744.81M	3.87M	—	n/c	1
381	WELL Welltower Inc.	0.1%	$738.87M	4.15M	—	n/c	1
382	PFE Pfizer Inc.	0.1%	$738.50M	28.98M	—	n/c	1
383	TXN Texas Instruments…	0.1%	$736.44M	4.01M	—	n/c	1
384	SCHD Schwab U.S. Dividend Equity…	0.0%	$733.45M	26.87M	—	n/c	1
385	OTIS Otis Worldwide Corporation	0.1%	$732.31M	8.01M	—	n/c	1
386	PLTR Palantir Technologies Inc.	0.3%	$730.39M	4.00M	—	n/c	1
387	TRMB Trimble Inc.	0.1%	$728.29M	8.92M	—	n/c	1
388	PEP PepsiCo, Inc.	0.2%	$727.54M	5.18M	—	n/c	1
389	VTWO Vanguard Russell 2000 ETF	0.1%	$725.48M	7.42M	—	n/c	1
390	LQD iShares iBoxx $ Investment…	0.1%	$723.19M	6.49M	—	n/c	1
391	DIS The Walt Disney Company	0.3%	$722.44M	6.31M	—	n/c	1
392	ISRG Intuitive Surgical, Inc.	0.2%	$720.39M	1.61M	—	n/c	1
393	LLY Eli Lilly and Company	0.7%	$720.37M	944.13K	—	n/c	1
394	NEE NextEra Energy, Inc.	0.3%	$717.90M	9.51M	—	n/c	1
395	ISRG Intuitive Surgical, Inc.	0.2%	$715.40M	1.60M	—	n/c	1
396	VLO Valero Energy Corporation	0.1%	$714.24M	4.20M	—	n/c	1
397	IEF iShares 7-10 Year Treasury…	0.1%	$711.58M	7.38M	—	n/c	1
398	PLTR Palantir Technologies Inc.	0.3%	$705.01M	3.86M	—	n/c	1
399	MSFT Microsoft Corporation	3.8%	$704.71M	1.36M	—	n/c	1
400	TSM Taiwan Semiconductor…	0.3%	$704.63M	2.52M	—	n/c	1
401	JNJ Johnson & Johnson	0.5%	$703.78M	3.80M	—	n/c	1
402	LIN Linde plc	0.2%	$699.91M	1.47M	—	n/c	1
403	AMLP Alerian MLP ETF	0.0%	$696.08M	14.83M	—	n/c	1
404	MUB iShares National Muni Bond…	0.1%	$693.65M	6.51M	—	n/c	1
405	BRK-B Berkshire Hathaway Inc.	0.8%	$691.06M	1.37M	—	n/c	1
406	LOW Lowe's Companies, Inc.	0.2%	$690.94M	2.75M	—	n/c	1
407	IWN iShares Russell 2000 Value…	0.1%	$690.56M	3.91M	—	n/c	1
408	V Visa Inc.	1.0%	$689.32M	2.02M	—	n/c	1
409	LMBS First Trust Low Duration…	0.0%	$687.68M	13.81M	—	n/c	1
410	EMLP First Trust North American…	0.0%	$682.68M	17.83M	—	n/c	1
411	IJK iShares S&P Mid-Cap 400…	0.0%	$682.36M	7.12M	—	n/c	1
412	ORCL Oracle Corporation	0.5%	$680.13M	2.42M	—	n/c	1
413	ACWI iShares MSCI ACWI ETF	0.1%	$679.14M	4.91M	—	n/c	1
414	SUB iShares Short-Term National…	0.0%	$677.28M	6.34M	—	n/c	1
415	SDVY First Trust SMID Cap Rising…	0.0%	$677.13M	17.81M	—	n/c	1
416	SHOP Shopify Inc.	0.3%	$671.78M	4.52M	—	n/c	1
417	COST Costco Wholesale Corporation	0.5%	$670.56M	724.43K	—	n/c	1
418	MSCI MSCI Inc.	0.1%	$669.08M	1.18M	—	n/c	1
419	IWO iShares Russell 2000 Growth…	0.0%	$666.21M	2.08M	—	n/c	1
420	EEM iShares MSCI Emerging…	0.1%	$663.10M	12.42M	—	n/c	1
421	EMR Emerson Electric Co.	0.1%	$661.97M	5.05M	—	n/c	1
422	COF Capital One Financial…	0.1%	$661.13M	3.11M	—	n/c	1
423	SDY State Street SPDR S&P…	0.0%	$660.96M	4.72M	—	n/c	1
424	ADP Automatic Data Processing…	0.2%	$659.50M	2.25M	—	n/c	1
425	BR Broadridge Financial…	0.1%	$659.00M	2.77M	—	n/c	1
426	IWB iShares Russell 1000 ETF	0.1%	$658.86M	1.80M	—	n/c	1
427	UBER Uber Technologies, Inc.	0.5%	$657.82M	6.71M	—	n/c	1
428	LLY Eli Lilly and Company	0.7%	$657.37M	861.55K	—	n/c	1
429	LLY Eli Lilly and Company	0.7%	$656.82M	860.84K	—	n/c	1
430	DASH DoorDash, Inc.	0.3%	$654.46M	2.41M	—	n/c	1
431	MOAT VanEck Morningstar Wide…	0.0%	$654.20M	6.60M	—	n/c	1
432	IBN ICICI Bank Limited	0.1%	$653.50M	21.62M	—	n/c	1
433	MCK McKesson Corporation	0.1%	$653.48M	845.88K	—	n/c	1
434	AZO AutoZone, Inc.	0.1%	$651.55M	151.87K	—	n/c	1
435	STE STERIS plc	0.1%	$650.63M	2.63M	—	n/c	1
436	SHV iShares Trust iShares 0-1…	0.0%	$650.44M	5.89M	—	n/c	1
437	PGR The Progressive Corporation	0.2%	$650.06M	2.63M	—	n/c	1
438	VZ Verizon Communications Inc.	0.2%	$649.32M	14.77M	—	n/c	1
439	CSL Carlisle Companies…	0.1%	$647.50M	1.97M	—	n/c	1
440	SCHW The Charles Schwab…	0.1%	$646.52M	6.77M	—	n/c	1
441	EQT EQT Corporation	0.1%	$641.40M	11.78M	—	n/c	1
442	NFLX Netflix, Inc.	0.6%	$639.76M	533.62K	—	n/c	1
443	UNP Union Pacific Corporation	0.2%	$638.29M	2.70M	—	n/c	1
444	ASML ASML Holding N.V.	0.1%	$638.19M	659.23K	—	n/c	1
445	MA Mastercard Incorporated	0.5%	$637.55M	1.12M	—	n/c	1
446	ADBE Adobe Inc.	0.1%	$635.97M	1.80M	—	n/c	1
447	COST Costco Wholesale Corporation	0.5%	$634.72M	685.72K	—	n/c	1
448	ANET Arista Networks, Inc.	0.2%	$633.45M	4.35M	—	n/c	1
449	C Citigroup Inc.	0.2%	$628.51M	6.19M	—	n/c	1
450	MA Mastercard Incorporated	0.5%	$627.92M	1.10M	—	n/c	1
451	VZ Verizon Communications Inc.	0.2%	$627.43M	14.28M	—	n/c	1
452	BRK-B Berkshire Hathaway Inc.	0.8%	$625.46M	1.24M	—	n/c	1
453	IXUS iShares Core MSCI Total…	0.0%	$622.31M	7.54M	—	n/c	1
454	SYK Stryker Corporation	0.1%	$622.08M	1.68M	—	n/c	1
455	SBUX Starbucks Corporation	0.1%	$621.81M	7.35M	—	n/c	1
456	TMUS T-Mobile US, Inc.	0.2%	$621.10M	2.59M	—	n/c	1
457	MLPX Global X - MLP & Energy…	0.0%	$620.78M	9.90M	—	n/c	1
458	NVDA NVIDIA Corporation	3.7%	$619.13M	3.32M	—	n/c	1
459	ADP Automatic Data Processing…	0.2%	$617.26M	2.10M	—	n/c	1
460	NU Nu Holdings Ltd.	0.1%	$616.76M	38.52M	—	n/c	1
461	COST Costco Wholesale Corporation	0.5%	$615.98M	665.48K	—	n/c	1
462	TLT iShares 20+ Year Treasury…	0.1%	$615.81M	6.89M	—	n/c	1
463	STX Seagate Technology Holdings…	0.1%	$612.19M	2.59M	—	n/c	1
464	GILD Gilead Sciences, Inc.	0.2%	$611.50M	5.51M	—	n/c	1
465	IEF iShares 7-10 Year Treasury…	0.1%	$610.78M	6.33M	—	n/c	1
466	IOT Samsara Inc.	0.0%	$610.63M	16.39M	—	n/c	1
467	BE Bloom Energy Corporation	0.0%	$606.48M	7.17M	—	n/c	1
468	ACN Accenture plc	0.2%	$604.41M	2.45M	—	n/c	1
469	AMZN Amazon.com, Inc.	2.2%	$604.28M	2.75M	—	n/c	1
470	TLT iShares 20+ Year Treasury…	0.1%	$604.25M	6.76M	—	n/c	1
471	HON Honeywell International Inc.	0.2%	$604.16M	2.87M	—	n/c	1
472	WRB W. R. Berkley Corporation	0.1%	$602.38M	7.86M	—	n/c	1
473	V Visa Inc.	1.0%	$602.30M	1.76M	—	n/c	1
474	VT Vanguard Total World Stock…	0.0%	$601.16M	4.36M	—	n/c	1
475	CEG Constellation Energy…	0.2%	$600.32M	1.82M	—	n/c	1
476	V Visa Inc.	1.0%	$598.23M	1.75M	—	n/c	1
477	CSCO Cisco Systems, Inc.	0.3%	$596.99M	8.73M	—	n/c	1
478	CACI CACI International Inc	0.1%	$595.77M	1.19M	—	n/c	1
479	ANET Arista Networks, Inc.	0.2%	$595.38M	4.09M	—	n/c	1
480	GDX VanEck Gold Miners ETF	0.1%	$595.10M	7.79M	—	n/c	1
481	PH Parker-Hannifin Corporation	0.1%	$593.18M	782.41K	—	n/c	1
482	APP AppLovin Corporation	0.2%	$590.52M	821.84K	—	n/c	1
483	CPNG Coupang, Inc.	0.1%	$590.41M	18.34M	—	n/c	1
484	MRSH Marsh & McLennan Companies…	0.1%	$589.04M	2.92M	—	n/c	1
485	GDDY GoDaddy Inc.	0.1%	$588.61M	4.30M	—	n/c	1
486	NU Nu Holdings Ltd.	0.1%	$588.27M	36.74M	—	n/c	1
487	ABNB Airbnb, Inc.	0.1%	$587.36M	4.84M	—	n/c	1
488	CCI Crown Castle Inc.	0.1%	$587.07M	6.08M	—	n/c	1
489	CGGR Capital Group Growth ETF	0.0%	$581.57M	13.24M	—	n/c	1
490	BSX Boston Scientific…	0.1%	$580.87M	5.95M	—	n/c	1
491	XONA.DE Exxon Mobil Corporation	0.5%	$580.48M	5.15M	—	n/c	1
492	PCOR Procore Technologies, Inc.	0.0%	$579.84M	7.95M	—	n/c	1
493	CRWD CrowdStrike Holdings, Inc.	0.2%	$574.70M	1.17M	—	n/c	1
494	MA Mastercard Incorporated	0.5%	$574.31M	1.01M	—	n/c	1
495	VRT Vertiv Holdings Co	0.1%	$574.28M	3.81M	—	n/c	1
496	EFA iShares MSCI EAFE ETF	0.2%	$571.28M	6.12M	—	n/c	1
497	SLB Slb N.V.	0.1%	$570.58M	16.60M	—	n/c	1
498	JPM JPMorgan Chase & Co.	1.3%	$570.52M	1.81M	—	n/c	1
499	MTUM iShares MSCI USA Momentum…	0.1%	$568.41M	2.22M	—	n/c	1
500	EEM iShares MSCI Emerging…	0.1%	$568.32M	10.64M	—	n/c	1

Только позиции по обыкновенным акциям (SH); опционные строки отображаются на вкладке «Опционы» и никогда не неттируются. ✂ = изменение рассчитано относительно предыдущих акций с поправкой на сплит. «Held N+» = позиция удерживалась каждый квартал в нашем окне данных, возможно и дольше.

Возраст позиции

65390–1 кварталы

Число последовательных кварталов, в течение которых каждая текущая позиция фигурирует в отчётности, в рамках нашего окна данных.

Похожие управляющие

Управляющий	Общие позиции	Пересечение по названиям	Взвешенное сходство
Northern Trust Corp	4205	61.5%	0.9537	Сравнить ⇄
Goldman Sachs Group	4883	71.2%	0.9435	Сравнить ⇄
BlackRock	4990	72.8%	0.9365	Сравнить ⇄
UBS Group AG	6298	86.9%	0.9249	Сравнить ⇄
JPMorgan Chase	5654	81.5%	0.9073	Сравнить ⇄
Rockefeller Capital Management L.P.	4447	65.3%	0.9038	Сравнить ⇄
Citigroup Inc	4492	65.8%	0.9002	Сравнить ⇄
Fidelity (FMR)	4931	72.5%	0.8608	Сравнить ⇄

Схожесть только по объявленным длинным позициям — хеджи и активы, не охваченные 13F, не видны. Методология

История подачи документов

Aug 13 2026 13F-HR · период Q2 2026

$1.89T · 45,905 позиции · Просмотреть оригинальную форму SEC ↗

May 27 2026 13F-HR/A · период Q4 2025

$1.67T · 45,419 позиции · поправка (restatement) · Просмотреть оригинальную форму SEC ↗

May 27 2026 13F-HR/A · период Q3 2025

$1.65T · 45,054 позиции · поправка (restatement) · Просмотреть оригинальную форму SEC ↗

May 15 2026 13F-HR · период Q1 2026

$1.66T · 45,985 позиции · Просмотреть оригинальную форму SEC ↗

Feb 13 2026 13F-HR · период Q4 2025

$1.67T · 45,420 позиции · Просмотреть оригинальную форму SEC ↗

Nov 14 2025 13F-HR · период Q3 2025

$1.65T · 45,055 позиции · Просмотреть оригинальную форму SEC ↗

Aug 14 2025 13F-HR · период Q2 2025

$1.54T · 44,865 позиции · Просмотреть оригинальную форму SEC ↗

Происхождение: Все позиции, извлечённые из информационных таблиц 13F данного управляющего на SEC EDGAR; значения указаны в том виде, в котором они представлены, в целых долларах США. Изменения рассчитываются относительно последней принятой версии каждого квартала (поправки учтены) с корректировкой количества акций на сплиты. Отчётный период: Q3 2025 · последний файл Aug 13, 2026 · Методология изменений

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