Hồ sơ lưu nhà quản lý · ✦ được tuyển chọn · quý lưu trữ

Morgan Stanley

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

Bank-affiliated adviser aggregating client assets.

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Chênh lệch ⇄

$1.65TGiá trị 13F được báo cáo

45,054Vị thế

21.9%Tỷ trọng top 10

131.80Danh mục nắm giữ hiệu lực

—Doanh thu ước tính

+0Mới

−0Thoát vị thế

Giá trị danh mục 13F được báo cáo chỉ bao gồm các vị thế mua dài hạn có thể báo cáo tại Hoa Kỳ — không bao gồm tiền mặt, trái phiếu, vị thế bán khống hoặc nắm giữ ngoài Hoa Kỳ. Đây không phải là tài sản dưới sự quản lý. Không có hồ sơ nộp trước đó tương đương — các cột thay đổi không khả dụng trong quý này.

Giá trị được báo cáo theo quý Q3 2025 → Q2 2026

Mức độ phơi lộ theo ngành

Dịch vụ tài chính 35.0%

Công nghệ 24.1%

Hàng tiêu dùng chu kỳ 8.3%

Dịch vụ Truyền thông 7.4%

Chăm sóc sức khỏe 7.3%

Công nghiệp 6.4%

Hàng tiêu dùng thiết yếu 3.8%

Năng lượng 2.7%

Vật liệu Cơ bản 1.9%

Tiện ích 1.8%

Bất động sản 1.4%

Tỷ trọng trong tổng giá trị vốn cổ phần phổ thông đã báo cáo; (±pp) so với quý trước.

Danh mục đầu tư · Q3 2025

#	Chứng khoán	Tỷ trọng	Giá trị	Cổ phần	Δ cổ phần		Đang nắm giữ
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 (chưa ánh xạ)	—	$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

Chỉ các vị thế cổ phiếu phổ thông (SH); các dòng quyền chọn nằm trong tab Options và không bao giờ được khấu trừ ròng. ✂ = thay đổi được tính dựa trên số cổ phiếu kỳ trước đã điều chỉnh tách cổ phiếu. "Held N+" = nắm giữ mỗi quý trong khoảng thời gian theo dõi của chúng tôi, có thể còn lâu hơn.

Tuổi vị thế

65390–1 quý

Số quý liên tiếp mỗi vị thế hiện tại được báo cáo, trong khoảng thời gian dữ liệu của chúng tôi.

Quản lý quỹ tương tự

Nhà quản lý	Vị thế chung	Mức độ trùng lặp tên	Mức độ tương đồng có trọng số
Northern Trust Corp	4205	61.5%	0.9537	So sánh ⇄
Goldman Sachs Group	4883	71.2%	0.9435	So sánh ⇄
BlackRock	4990	72.8%	0.9365	So sánh ⇄
UBS Group AG	6298	86.9%	0.9249	So sánh ⇄
JPMorgan Chase	5654	81.5%	0.9073	So sánh ⇄
Rockefeller Capital Management L.P.	4447	65.3%	0.9038	So sánh ⇄
Citigroup Inc	4492	65.8%	0.9002	So sánh ⇄
Fidelity (FMR)	4931	72.5%	0.8608	So sánh ⇄

Chỉ tương đồng về vị thế mua được báo cáo — các vị thế phòng hộ và tài sản ngoài 13F không hiển thị. Phương pháp luận

Hồ sơ nộp

Aug 13 2026 13F-HR · kỳ Q2 2026

$1.89T · 45,905 vị thế · Xem hồ sơ SEC gốc ↗

May 27 2026 13F-HR/A · kỳ Q4 2025

$1.67T · 45,419 vị thế · bản sửa đổi (restatement) · Xem hồ sơ SEC gốc ↗

May 27 2026 13F-HR/A · kỳ Q3 2025

$1.65T · 45,054 vị thế · bản sửa đổi (restatement) · Xem hồ sơ SEC gốc ↗

May 15 2026 13F-HR · kỳ Q1 2026

$1.66T · 45,985 vị thế · Xem hồ sơ SEC gốc ↗

Feb 13 2026 13F-HR · kỳ Q4 2025

$1.67T · 45,420 vị thế · Xem hồ sơ SEC gốc ↗

Nov 14 2025 13F-HR · kỳ Q3 2025

$1.65T · 45,055 vị thế · Xem hồ sơ SEC gốc ↗

Aug 14 2025 13F-HR · kỳ Q2 2025

$1.54T · 44,865 vị thế · Xem hồ sơ SEC gốc ↗

Nguồn gốc: Tất cả các vị thế được phân tích từ bảng thông tin 13F của nhà quản lý này trên SEC EDGAR; giá trị theo báo cáo, đơn vị USD nguyên. Các thay đổi so sánh phiên bản chấp thuận mới nhất của mỗi quý (bao gồm sửa đổi) trên số cổ phiếu đã điều chỉnh theo phân tách cổ phiếu. Kỳ báo cáo: Q3 2025 · hồ sơ mới nhất Aug 13, 2026 · Phương pháp tính thay đổi

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