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Histórico do gestor · ✦ curado · trimestre arquivado

Morgan Stanley

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

Bank-affiliated adviser aggregating client assets.

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Diff ⇄
$1.66TValor reportado no 13F
45,985Posições
21.2%Peso do top-10
141.20Participações efetivas
7.4%Rotatividade est.
+427Novo
−294Saídas

O valor reportado do portfólio 13F abrange apenas posições compradas reportáveis nos EUA — não inclui caixa, títulos, posições vendidas ou ativos fora dos EUA. Não representa ativos sob gestão.

Valor reportado por trimestre Q3 2025 → Q2 2026
Exposição setorial
Serviços Financeiros 35.7% (+0.4pp)
Tecnologia 21.9% (-1.4pp)
Saúde 7.6% (-0.5pp)
Consumo Cíclico 7.5% (-0.4pp)
Serviços de Comunicação 7.3% (-0.3pp)
Indústria 7.0% (+0.7pp)
Consumo Defensivo 3.9% (+0.3pp)
Energia 3.7% (+0.9pp)
Materiais Básicos 2.1% (+0.2pp)
Utilidades 2.0% (+0.2pp)
Imóveis 1.3% (+0.0pp)

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

O portfólio · Q1 2026
#Valor mobiliárioPesoValorAçõesΔ açõesDetido
1 AAPL Apple Inc. 3.7% $62.05B 244.47M +6.1% ▲ Add 3
2 NVDA NVIDIA Corporation 3.6% $59.81B 342.95M +5.9% ▲ Add 3
3 MSFT Microsoft Corporation 2.8% $46.23B 124.88M +3.0% ▲ Add 3
4 AMZN Amazon.com, Inc. 2.2% $36.22B 173.93M +7.6% ▲ Add 3
5 GOOGL Alphabet Inc. 2.1% $34.78B 120.96M -0.7% ▼ Trim 3
6 SPY State Street SPDR S&P 500… 1.6% $26.34B 40.50M +38.1% ▲ Add 3
7 AVGO Broadcom Inc. 1.4% $23.50B 75.94M +4.1% ▲ Add 3
8 META Meta Platforms, Inc. 1.3% $21.79B 38.08M +1.4% ▲ Add 3
9 GOOG Alphabet Inc. 1.2% $20.56B 71.67M -0.2% ▼ Trim 3
10 JPM JPMorgan Chase & Co. 1.2% $20.16B 68.54M +3.2% ▲ Add 3
11 IVV iShares Core S&P 500 ETF 0.9% $15.27B 23.38M -2.7% ▼ Trim 3
12 TSLA Tesla, Inc. 0.9% $14.56B 39.18M +9.5% ▲ Add 3
13 VOO Vanguard S&P 500 ETF 0.9% $14.56B 24.37M -0.8% ▼ Trim 3
14 LLY Eli Lilly and Company 0.9% $14.20B 15.44M -1.0% ▼ Trim 3
15 V Visa Inc. 0.8% $13.90B 45.98M -1.9% ▼ Trim 3
16 BRK-B Berkshire Hathaway Inc. 0.8% $12.87B 26.85M +2.2% ▲ Add 3
17 IWF iShares Russell 1000 Growth… 0.8% $12.69B 29.76M +7.7% ▲ Add 3
18 QQQ Invesco QQQ Trust, Series 1 0.7% $12.43B 21.54M +34.2% ▲ Add 3
19 XONA.DE Exxon Mobil Corporation 0.7% $12.17B 71.72M -3.7% ▼ Trim 3
20 JNJ Johnson & Johnson 0.7% $10.93B 44.72M -3.5% ▼ Trim 3
21 WMT Walmart Inc. 0.6% $10.68B 85.91M +1.9% ▲ Add 3
22 COST Costco Wholesale Corporation 0.6% $9.86B 9.90M +3.9% ▲ Add 3
23 NFLX Netflix, Inc. 0.6% $9.52B 99.02M +16.0% ▲ Add 3
24 IEFA iShares Core MSCI EAFE ETF 0.6% $9.52B 105.16M +0.3% ▲ Add 3
25 BND Vanguard Total Bond Market… 0.6% $9.21B 125.02M +0.1% ▲ Add 3
26 IWD iShares Russell 1000 Value… 0.5% $9.02B 42.23M +6.5% ▲ Add 3
27 IEMG iShares Core MSCI Emerging… 0.5% $8.81B 126.26M +22.8% ▲ Add 3
28 ABBV AbbVie Inc. 0.5% $8.27B 38.02M -5.1% ▼ Trim 3
29 CVX Chevron Corporation 0.5% $7.62B 36.85M +1.5% ▲ Add 3
30 MA Mastercard Incorporated 0.5% $7.58B 15.16M -5.5% ▼ Trim 3
31 IWM iShares Russell 2000 ETF 0.4% $7.38B 29.76M +73.8% ▲ Add 3
32 HD The Home Depot, Inc. 0.4% $7.36B 22.37M +1.2% ▲ Add 3
33 PG The Procter & Gamble Company 0.4% $7.11B 49.22M +0.8% ▲ Add 3
34 KO The Coca-Cola Company 0.4% $6.99B 91.89M -1.4% ▼ Trim 3
35 VTV Vanguard Morningstar Value… 0.4% $6.60B 33.65M +1.4% ▲ Add 3
36 RSP Invesco S&P 500 Equal… 0.4% $6.55B 34.15M +9.0% ▲ Add 3
37 VUG Vanguard Morningstar Growth… 0.4% $6.49B 14.86M +3.3% ▲ Add 3
38 NEE NextEra Energy, Inc. 0.4% $6.03B 65.08M -1.1% ▼ Trim 3
39 CSCO Cisco Systems, Inc. 0.4% $6.03B 77.73M +3.2% ▲ Add 3
40 CRM Salesforce, Inc. 0.4% $5.91B 31.68M +66.6% ▲ Add 3
41 RTX RTX Corporation 0.3% $5.81B 30.12M +1.1% ▲ Add 3
42 GS The Goldman Sachs Group… 0.3% $5.77B 6.82M -8.7% ▼ Trim 3
43 MRK Merck & Co., Inc. 0.3% $5.73B 47.63M +6.0% ▲ Add 3
44 MU Micron Technology, Inc. 0.3% $5.69B 16.84M +2.7% ▲ Add 3
45 AMGN Amgen Inc. 0.3% $5.57B 15.84M +0.6% ▲ Add 3
46 GEV GE Vernova Inc. 0.3% $5.56B 6.37M +5.2% ▲ Add 3
47 UBER Uber Technologies, Inc. 0.3% $5.54B 77.07M -3.9% ▼ Trim 3
48 VEA Vanguard FTSE Developed… 0.3% $5.42B 84.62M -6.5% ▼ Trim 3
49 TMO Thermo Fisher Scientific… 0.3% $5.34B 10.86M -8.7% ▼ Trim 3
50 CAT Caterpillar Inc. 0.3% $5.31B 7.50M +6.0% ▲ Add 3
51 BAC Bank of America Corporation 0.3% $5.30B 108.67M -3.6% ▼ Trim 3
52 PANW Palo Alto Networks, Inc. 0.3% $5.18B 32.32M +6.1% ▲ Add 3
53 TSM Taiwan Semiconductor… 0.3% $4.99B 14.77M +9.3% ▲ Add 3
54 MCD McDonald's Corporation 0.3% $4.85B 15.62M +2.3% ▲ Add 3
55 AMD Advanced Micro Devices, Inc. 0.3% $4.84B 23.78M -5.0% ▼ Trim 3
56 IBM International Business… 0.3% $4.76B 19.63M +32.1% ▲ Add 3
57 PLTR Palantir Technologies Inc. 0.3% $4.71B 32.20M +10.3% ▲ Add 3
58 GLD SPDR Gold Shares 0.3% $4.70B 10.91M -21.5% ▼ Trim 3
59 ETN Eaton Corporation plc 0.3% $4.69B 13.11M +1.0% ▲ Add 3
60 VTI Vanguard Morningstar Total… 0.3% $4.60B 14.34M +4.0% ▲ Add 3
61 ORCL Oracle Corporation 0.3% $4.29B 29.13M +7.4% ▲ Add 3
62 TJX The TJX Companies, Inc. 0.3% $4.27B 26.72M +0.7% ▲ Add 3
63 HON Honeywell International Inc. 0.3% $4.17B 18.43M -5.1% ▼ Trim 3
64 PEP PepsiCo, Inc. 0.2% $4.13B 26.58M +6.5% ▲ Add 3
65 WFC Wells Fargo & Company 0.2% $4.11B 51.69M -3.5% ▼ Trim 3
66 SPOT Spotify Technology S.A. 0.2% $4.06B 8.38M +27.0% ▲ Add 3
67 LRCX Lam Research Corporation 0.2% $4.05B 18.97M -4.6% ▼ Trim 3
68 UNH UnitedHealth Group… 0.2% $4.05B 14.96M -5.2% ▼ Trim 3
69 GE GE Aerospace 0.2% $4.05B 14.27M +2.5% ▲ Add 3
70 AMAT Applied Materials, Inc. 0.2% $4.05B 11.84M +3.2% ▲ Add 3
71 PM Philip Morris International… 0.2% $4.04B 24.41M +4.2% ▲ Add 3
72 IVW iShares S&P 500 Growth ETF 0.2% $3.88B 34.31M +2.0% ▲ Add 3
73 AXP American Express Company 0.2% $3.87B 12.81M -3.0% ▼ Trim 3
74 WT WisdomTree, Inc. 0.2% $3.79B 66.16M +4.7% ▲ Add 3
75 BX Blackstone Inc. 0.2% $3.74B 32.49M -1.1% ▼ Trim 3
76 VZ Verizon Communications Inc. 0.2% $3.72B 74.07M +14.0% ▲ Add 3
77 LIN Linde plc 0.2% $3.65B 7.36M +3.8% ▲ Add 3
78 UNP Union Pacific Corporation 0.2% $3.61B 14.88M +17.8% ▲ Add 3
79 LMT Lockheed Martin Corporation 0.2% $3.42B 5.66M -1.1% ▼ Trim 3
80 SPGI S&P Global Inc. 0.2% $3.36B 7.91M -5.1% ▼ Trim 3
81 BLK BlackRock, Inc. 0.2% $3.31B 3.44M -2.0% ▼ Trim 3
82 NET Cloudflare, Inc. 0.2% $3.28B 15.88M -11.8% ▼ Trim 3
83 DIS The Walt Disney Company 0.2% $3.26B 33.80M -4.7% ▼ Trim 3
84 GILD Gilead Sciences, Inc. 0.2% $3.25B 23.30M -0.9% ▼ Trim 3
85 AGG iShares Core U.S. Aggregate… 0.2% $3.23B 32.52M +0.1% ▲ Add 3
86 C Citigroup Inc. 0.2% $3.16B 27.84M +3.3% ▲ Add 3
87 IVE iShares S&P 500 Value ETF 0.2% $3.15B 14.92M -2.3% ▼ Trim 3
88 JPST JPMorgan Ultra-Short Income… 0.2% $3.09B 61.14M -0.5% ▼ Trim 3
89 ABT Abbott Laboratories 0.2% $3.09B 30.10M -18.0% ▼ Trim 3
90 T AT&T Inc. 0.2% $3.05B 105.20M -1.6% ▼ Trim 3
91 TMUS T-Mobile US, Inc. 0.2% $3.02B 14.39M +14.3% ▲ Add 3
92 SHOP Shopify Inc. 0.2% $2.93B 24.70M -6.6% ▼ Trim 3
93 VWO Vanguard FTSE Emerging… 0.2% $2.92B 54.02M +0.2% ▲ Add 3
94 EFA iShares MSCI EAFE ETF 0.2% $2.91B 29.92M -5.4% ▼ Trim 3
95 VIG Vanguard Dividend… 0.2% $2.80B 13.02M +1.9% ▲ Add 3
96 ISRG Intuitive Surgical, Inc. 0.2% $2.79B 6.06M +5.5% ▲ Add 3
97 BIL State Street SPDR Bloomberg… 0.2% $2.79B 30.46M +27.9% ▲ Add 3
98 CME CME Group Inc. 0.2% $2.78B 9.41M +12.5% ▲ Add 3
99 MELI MercadoLibre, Inc. 0.2% $2.74B 1.59M -8.3% ▼ Trim 3
100 JEPI JPMorgan Equity Premium… 0.2% $2.69B 47.49M +0.5% ▲ Add 3
101 ADI Analog Devices, Inc. 0.2% $2.63B 8.26M -21.0% ▼ Trim 3
102 LOW Lowe's Companies, Inc. 0.2% $2.62B 11.10M +2.5% ▲ Add 3
103 KLAC KLA Corporation 0.2% $2.61B 1.77M +2.3% ▲ Add 3
104 XLK State Street Technology… 0.2% $2.61B 19.62M +1.4% ▲ Add 3
105 PFE Pfizer Inc. 0.2% $2.60B 92.69M +4.0% ▲ Add 3
106 QCOM QUALCOMM Incorporated 0.2% $2.57B 19.99M +7.4% ▲ Add 3
107 CRWD CrowdStrike Holdings, Inc. 0.2% $2.56B 6.56M +5.5% ▲ Add 3
108 IWP iShares Russell Mid-Cap… 0.2% $2.55B 19.91M +2.6% ▲ Add 3
109 IJH iShares Core S&P Mid-Cap ETF 0.1% $2.49B 36.88M -0.3% ▼ Trim 3
110 CEG Constellation Energy… 0.1% $2.49B 8.90M +10.5% ▲ Add 3
111 COP ConocoPhillips 0.1% $2.48B 18.80M +12.5% ▲ Add 3
112 VO Vanguard Morningstar… 0.1% $2.48B 8.63M +1.6% ▲ Add 3
113 NOC Northrop Grumman Corporation 0.1% $2.46B 3.61M -1.6% ▼ Trim 3
114 INTU Intuit Inc. 0.1% $2.46B 5.69M +11.5% ▲ Add 3
115 XLF State Street Financial… 0.1% $2.46B 49.75M +21.6% ▲ Add 3
116 WMB The Williams Companies, Inc. 0.1% $2.46B 33.74M +0.5% ▲ Add 3
117 MSLC Morgan Stanley Pathway… 0.1% $2.45B 47.28M +2.4% ▲ Add 3
118 NOW ServiceNow, Inc. 0.1% $2.44B 23.35M +2.7% ▲ Add 3
119 DE Deere & Company 0.1% $2.39B 4.25M 0.0% ▼ Trim 3
120 INTC Intel Corp. 0.1% $2.38B 53.99M -17.3% ▼ Trim 3
121 SRE Sempra 0.1% $2.37B 24.35M +9.0% ▲ Add 3
122 ASML ASML Holding N.V. 0.1% $2.36B 1.79M +4.8% ▲ Add 3
123 TXN Texas Instruments… 0.1% $2.31B 11.89M -3.3% ▼ Trim 3
124 PH Parker-Hannifin Corporation 0.1% $2.29B 2.55M +19.8% ▲ Add 3
125 ICE Intercontinental Exchange… 0.1% $2.28B 14.49M -8.7% ▼ Trim 3
126 ANET Arista Networks, Inc. 0.1% $2.27B 18.51M +1.8% ▲ Add 3
127 IJR iShares Core S&P Small-Cap… 0.1% $2.27B 18.23M +0.9% ▲ Add 3
128 ACN Accenture plc 0.1% $2.26B 11.42M +51.6% ▲ Add 3
129 BKNG Booking Holdings Inc. 0.1% $2.26B 537.50K -9.6% ▼ Trim 3
130 IUSG iShares Core S&P U.S.… 0.1% $2.26B 14.55M +3.9% ▲ Add 3
131 APP AppLovin Corporation 0.1% $2.23B 5.60M +0.8% ▲ Add 3
132 SBUX Starbucks Corporation 0.1% $2.23B 24.86M +16.9% ▲ Add 3
133 APH Amphenol Corporation 0.1% $2.21B 17.51M -3.7% ▼ Trim 3
134 TT Trane Technologies plc 0.1% $2.21B 5.30M +4.9% ▲ Add 3
135 DASH DoorDash, Inc. 0.1% $2.18B 14.50M -17.3% ▼ Trim 3
136 WDC Western Digital Corporation 0.1% $2.15B 7.94M -11.2% ▼ Trim 3
137 GLW Corning Inc 0.1% $2.13B 15.67M +3.0% ▲ Add 3
138 DHR Danaher Corporation 0.1% $2.13B 11.21M +5.3% ▲ Add 3
139 VB Vanguard Morningstar… 0.1% $2.11B 8.04M +2.2% ▲ Add 3
140 BA The Boeing Company 0.1% $2.10B 10.63M -0.5% ▼ Trim 3
141 SMH VanEck Semiconductor ETF 0.1% $2.09B 5.46M +105.6% ▲ Add 3
142 RPRX Royalty Pharma plc 0.1% $2.09B 43.57M -21.2% ▼ Trim 3
143 HYG iShares iBoxx $ High Yield… 0.1% $2.09B 26.25M +44.1% ▲ Add 3
144 VCIT Vanguard Intermediate-Term… 0.1% $2.08B 25.13M +4.5% ▲ Add 3
145 ECL Ecolab Inc. 0.1% $2.07B 7.79M -1.2% ▼ Trim 3
146 SCHW The Charles Schwab… 0.1% $2.07B 22.03M -5.2% ▼ Trim 3
147 SYK Stryker Corporation 0.1% $2.07B 6.30M +0.8% ▲ Add 3
148 SLB Slb N.V. 0.1% $2.06B 40.16M +8.3% ▲ Add 3
149 AON Aon plc 0.1% $2.06B 6.37M +14.4% ▲ Add 3
150 IAU iShares Gold Trust 0.1% $2.05B 23.26M -6.6% ▼ Trim 3
151 NU Nu Holdings Ltd. 0.1% $2.04B 141.63M +16.7% ▲ Add 3
152 XLE State Street Energy Select… 0.1% $2.00B 32.62M +10.8% ▲ Add 3
153 MCK McKesson Corporation 0.1% $1.99B 2.30M -3.8% ▼ Trim 3
154 SHW The Sherwin-Williams Company 0.1% $1.98B 6.19M -1.9% ▼ Trim 3
155 EEM iShares MSCI Emerging… 0.1% $1.92B 33.88M +8.9% ▲ Add 3
156 BSV Vanguard Short-Term Bond ETF 0.1% $1.91B 24.40M -20.1% ▼ Trim 3
157 VEU Vanguard FTSE All-World… 0.1% $1.90B 25.29M +11.7% ▲ Add 3
158 AEP American Electric Power… 0.1% $1.90B 14.49M -1.2% ▼ Trim 3
159 STX Seagate Technology Holdings… 0.1% $1.86B 4.76M -10.5% ▼ Trim 3
160 SHY iShares 1-3 Year Treasury… 0.1% $1.86B 22.53M -15.4% ▼ Trim 3
161 PLD Prologis, Inc. 0.1% $1.84B 13.91M -2.4% ▼ Trim 3
162 XLI State Street Industrial… 0.1% $1.81B 11.20M +13.3% ▲ Add 3
163 EQT EQT Corporation 0.1% $1.81B 28.45M +15.0% ▲ Add 3
164 SNDK Sandisk Corporation 0.1% $1.80B 2.84M -4.4% ▼ Trim 3
165 MDT Medtronic plc 0.1% $1.80B 20.72M +2.5% ▲ Add 3
166 VLO Valero Energy Corporation 0.1% $1.79B 7.26M -2.4% ▼ Trim 3
167 WELL Welltower Inc. 0.1% $1.79B 9.05M -10.1% ▼ Trim 3
168 CL Colgate-Palmolive Company 0.1% $1.78B 20.88M +8.5% ▲ Add 3
169 GD General Dynamics Corporation 0.1% $1.78B 5.18M -0.6% ▼ Trim 3
170 BMY Bristol-Myers Squibb Company 0.1% $1.77B 29.20M +3.0% ▲ Add 3
171 PGR The Progressive Corporation 0.1% $1.75B 8.85M -6.8% ▼ Trim 3
172 QUAL iShares MSCI USA Quality… 0.1% $1.74B 9.07M +1.1% ▲ Add 3
173 DIA State Street SPDR Dow Jones… 0.1% $1.70B 3.67M +23.9% ▲ Add 3
174 ET Energy Transfer LP 0.1% $1.69B 87.43M +1.3% ▲ Add 3
175 EWJ iShares MSCI Japan ETF 0.1% $1.68B 19.85M +1.4% ▲ Add 3
176 XLV State Street Health Care… 0.1% $1.68B 11.43M -0.5% ▼ Trim 3
177 ZTS Zoetis Inc. 0.1% $1.67B 14.15M -8.5% ▼ Trim 3
178 VRT Vertiv Holdings Co 0.1% $1.67B 6.66M +4.9% ▲ Add 3
179 EVTR Eaton Vance Total Return… 0.1% $1.67B 32.85M +16.4% ▲ Add 3
180 DUK Duke Energy Corporation 0.1% $1.66B 12.68M +2.8% ▲ Add 3
181 AMT American Tower Corporation 0.1% $1.65B 9.58M -2.3% ▼ Trim 3
182 CMI Cummins Inc. 0.1% $1.65B 3.07M -5.2% ▼ Trim 3
183 CB Chubb Limited 0.1% $1.64B 5.03M -2.6% ▼ Trim 3
184 COF Capital One Financial… 0.1% $1.63B 8.93M +2.9% ▲ Add 3
185 VGSH Vanguard Short-Term… 0.1% $1.63B 27.80M +16.9% ▲ Add 3
186 WM Waste Management, Inc. 0.1% $1.63B 7.08M +6.1% ▲ Add 3
187 FBND Fidelity Total Bond ETF 0.1% $1.62B 35.49M +2.2% ▲ Add 3
188 VCSH Vanguard Short-Term… 0.1% $1.62B 20.39M +5.0% ▲ Add 3
189 LQD iShares iBoxx $ Investment… 0.1% $1.62B 14.82M +24.0% ▲ Add 3
190 MO Altria Group, Inc. 0.1% $1.61B 24.46M +9.6% ▲ Add 3
191 XBI State Street SPDR S&P… 0.1% $1.58B 12.33M +7.3% ▲ Add 3
192 PBUS Invesco MSCI USA ETF 0.1% $1.56B 23.87M -25.8% ▼ Trim 3
193 SNPS Synopsys, Inc. 0.1% $1.55B 3.92M -14.4% ▼ Trim 3
194 FCX Freeport-McMoRan Inc. 0.1% $1.54B 26.23M -23.4% ▼ Trim 3
195 JCI Johnson Controls… 0.1% $1.54B 11.77M -19.1% ▼ Trim 3
196 MAR Marriott International, Inc. 0.1% $1.54B 4.70M -2.0% ▼ Trim 3
197 VYM Vanguard High Dividend… 0.1% $1.53B 10.35M +1.5% ▲ Add 3
198 EMR Emerson Electric Co. 0.1% $1.53B 11.65M -1.3% ▼ Trim 3
199 USB U.S. Bancorp 0.1% $1.52B 29.30M +8.2% ▲ Add 3
200 AZO AutoZone, Inc. 0.1% $1.51B 446.13K -9.5% ▼ Trim 3
201 MPC Marathon Petroleum… 0.1% $1.48B 6.07M -0.2% ▼ Trim 3
202 ACWI iShares MSCI ACWI ETF 0.1% $1.48B 10.72M +27.0% ▲ Add 3
203 VGT Vanguard Information… 0.1% $1.48B 2.12M -1.4% ▼ Trim 3
204 LNG Cheniere Energy, Inc. 0.1% $1.48B 5.21M -20.0% ▼ Trim 3
205 ITOT iShares Core S&P Total U.S.… 0.1% $1.45B 10.20M -6.4% ▼ Trim 3
206 QXO QXO, Inc. 0.1% $1.45B 74.66M +10.9% ▲ Add 3
207 ROIV Roivant Sciences Ltd. 0.1% $1.44B 51.83M -11.2% ▼ Trim 3
208 VGK Vanguard FTSE Europe ETF 0.1% $1.43B 17.40M +7.1% ▲ Add 3
209 RDVY First Trust Rising Dividend… 0.1% $1.43B 20.88M +3.6% ▲ Add 3
210 VRTX Vertex Pharmaceuticals… 0.1% $1.42B 3.19M +2.2% ▲ Add 3
211 COR Cencora, Inc. 0.1% $1.42B 4.53M +55.0% ▲ Add 3
212 ITW Illinois Tool Works Inc. 0.1% $1.41B 5.40M +32.6% ▲ Add 3
213 BSX Boston Scientific… 0.1% $1.40B 22.27M -3.0% ▼ Trim 3
214 VTEB Vanguard Tax-Exempt Bond ETF 0.1% $1.39B 27.93M +10.9% ▲ Add 3
215 VGIT Vanguard Intermediate-Term… 0.1% $1.38B 23.17M +2.5% ▲ Add 3
216 ADBE Adobe Inc. 0.1% $1.38B 5.68M -8.4% ▼ Trim 3
217 AZN AstraZeneca PLC 0.1% $1.37B 6.97M +0.4% ✂ ▲ Add 3
218 ORLY O'Reilly Automotive, Inc. 0.1% $1.37B 14.87M -6.5% ▼ Trim 3
219 HWM Howmet Aerospace Inc. 0.1% $1.37B 5.93M +7.2% ▲ Add 3
220 DGRO iShares Core Dividend… 0.1% $1.36B 19.37M 0.0% ▲ Add 3
221 MDLZ Mondelez International, Inc. 0.1% $1.35B 23.38M +23.4% ▲ Add 3
222 SPYM State Street SPDR Portfolio… 0.1% $1.32B 17.25M -44.1% ▼ Trim 3
223 LHX L3Harris Technologies, Inc. 0.1% $1.32B 3.82M +15.2% ▲ Add 3
224 ABNB Airbnb, Inc. 0.1% $1.32B 10.43M -21.2% ▼ Trim 3
225 JEPQ JPMorgan Nasdaq Equity… 0.1% $1.31B 23.59M +4.8% ▲ Add 3
226 RBLX Roblox Corporation 0.1% $1.31B 23.07M +11.3% ▲ Add 3
227 NVS Novartis AG 0.1% $1.30B 8.53M -3.9% ▼ Trim 3
228 ADP Automatic Data Processing… 0.1% $1.30B 6.39M -38.2% ▼ Trim 3
229 PSX Phillips 66 0.1% $1.29B 7.10M +4.5% ▲ Add 3
230 JMBS Janus Henderson… 0.1% $1.29B 28.56M +12.4% ▲ Add 3
231 CVS CVS Health Corp. 0.1% $1.28B 17.83M -12.5% ▼ Trim 3
232 URI United Rentals, Inc. 0.1% $1.27B 1.75M +11.8% ▲ Add 3
233 NEM Newmont Corporation 0.1% $1.26B 11.66M -6.0% ▼ Trim 3
234 HLT Hilton Worldwide Holdings… 0.1% $1.25B 4.10M +45.2% ▲ Add 3
235 SO The Southern Company 0.1% $1.25B 12.92M -1.8% ▼ Trim 3
236 IBN ICICI Bank Limited 0.1% $1.25B 48.12M -10.5% ▼ Trim 3
237 VST Vistra Corp. 0.1% $1.24B 8.26M +4.3% ▲ Add 3
238 CMCSA Comcast Corporation 0.1% $1.23B 42.94M +3.2% ▲ Add 3
239 VCLT Vanguard Long-Term… 0.1% $1.22B 16.33M +124.4% ▲ Add 3
240 IEF iShares 7-10 Year Treasury… 0.1% $1.22B 12.78M -25.0% ▼ Trim 3
241 VT Vanguard Total World Stock… 0.1% $1.22B 8.80M +32.4% ▲ Add 3
242 MSCI MSCI Inc. 0.1% $1.21B 2.24M -9.0% ▼ Trim 3
243 IUSB iShares Core Universal USD… 0.1% $1.20B 25.98M +5.2% ▲ Add 3
244 CGGR Capital Group Growth ETF 0.1% $1.20B 29.74M +10.7% ▲ Add 3
245 FAST Fastenal Company 0.1% $1.19B 25.74M +24.6% ▲ Add 3
246 USMV iShares MSCI USA Min Vol… 0.1% $1.18B 12.75M -16.3% ▼ Trim 3
247 PWR Quanta Services, Inc. 0.1% $1.18B 2.15M +7.0% ▲ Add 3
248 IWS iShares Russell Mid-Cap… 0.1% $1.18B 8.07M -0.1% ▼ Trim 3
249 BNY Bank of New York Mellon Corp 0.1% $1.18B 9.90M -11.5% ▼ Trim 3
250 NKE NIKE, Inc. 0.1% $1.16B 22.04M +13.6% ▲ Add 3
251 MSTR Strategy Inc 0.1% $1.16B 9.29M -1.0% ▼ Trim 3
252 ROST Ross Stores, Inc. 0.1% $1.15B 5.32M -2.2% ▼ Trim 3
253 FITB Fifth Third Bancorp 0.1% $1.15B 24.78M +125.7% ▲ Add 3
254 IXUS iShares Core MSCI Total… 0.1% $1.15B 13.26M +33.8% ▲ Add 3
255 OKE ONEOK, Inc. 0.1% $1.14B 12.59M +17.6% ▲ Add 3
256 MRSH Marsh & McLennan Companies… 0.1% $1.12B 6.47M -5.8% ▼ Trim 3
257 CGDV Capital Group Dividend… 0.1% $1.11B 26.18M +14.7% ▲ Add 3
258 IDEV iShares Core MSCI… 0.1% $1.11B 13.29M +10.0% ▲ Add 3
259 RSG Republic Services, Inc. 0.1% $1.10B 5.04M -5.9% ▼ Trim 3
260 DELL Dell Technologies Inc. 0.1% $1.09B 6.65M -44.1% ▼ Trim 3
261 SNOW Snowflake Inc. 0.1% $1.09B 7.21M -19.3% ▼ Trim 3
262 MMM 3M Company 0.1% $1.09B 7.48M -8.0% ▼ Trim 3
263 HCA HCA Healthcare, Inc. 0.1% $1.09B 2.29M +4.6% ▲ Add 3
264 VXUS Vanguard Total… 0.1% $1.08B 14.05M -14.8% ▼ Trim 3
265 FDX FedEx Corporation 0.1% $1.08B 3.03M -4.9% ▼ Trim 3
266 ETR Entergy Corporation 0.1% $1.08B 9.59M -9.9% ▼ Trim 3
267 XLU State Street Utilities… 0.1% $1.07B 23.37M +7.7% ▲ Add 3
268 IWR iShares Russell Mid-Cap ETF 0.1% $1.07B 10.99M +1.8% ▲ Add 3
269 VONG Vanguard Russell 1000… 0.1% $1.07B 9.74M +12.5% ▲ Add 3
270 CPNG Coupang, Inc. 0.1% $1.06B 56.15M -4.6% ▼ Trim 3
271 TKO TKO Group Holdings, Inc. 0.1% $1.06B 5.25M +9.2% ▲ Add 3
272 KRE State Street SPDR S&P… 0.1% $1.06B 16.26M +16.8% ▲ Add 3
273 JAAA Janus Henderson AAA CLO ETF 0.1% $1.05B 20.85M +1.1% ▲ Add 3
274 GDX VanEck Gold Miners ETF 0.1% $1.05B 11.42M -11.3% ▼ Trim 3
275 CAH Cardinal Health, Inc. 0.1% $1.05B 4.95M -3.3% ▼ Trim 3
276 CSX CSX Corporation 0.1% $1.05B 25.46M -4.7% ▼ Trim 3
277 TRV The Travelers Companies… 0.1% $1.04B 3.57M -5.8% ▼ Trim 3
278 TDG TransDigm Group Incorporated 0.1% $1.04B 893.74K +4.9% ▲ Add 3
279 BE Bloom Energy Corporation 0.1% $1.04B 7.64M -18.3% ▼ Trim 3
280 MBB iShares MBS ETF 0.1% $1.02B 10.79M +9.5% ▲ Add 3
281 REGN Regeneron Pharmaceuticals… 0.1% $1.02B 1.32M -5.0% ▼ Trim 3
282 KMI Kinder Morgan, Inc. 0.1% $1.01B 30.27M +3.0% ▲ Add 3
283 RH Rh 0.1% $1.01B 9.47M -6.2% ▼ Trim 3
284 ROK Rockwell Automation, Inc. 0.1% $1.01B 2.82M -3.4% ▼ Trim 3
285 MCO Moody's Corporation 0.1% $1.01B 2.32M -2.0% ▼ Trim 3
286 SPG Simon Property Group, Inc. 0.1% $1.01B 5.42M 0.0% ▼ Trim 3
287 DYNF iShares U.S. Equity Factor… 0.1% $1.01B 17.36M +4.8% ▲ Add 3
288 MS Morgan Stanley 0.1% $1.01B 6.13M +0.5% ▲ Add 3
289 IUSV iShares Core S&P U.S. Value… 0.1% $1.01B 9.86M +1.4% ▲ Add 3
290 PNC The PNC Financial Services… 0.1% $1.00B 4.81M 0.0% ▼ Trim 3
291 UPS United Parcel Service, Inc. 0.1% $1.00B 10.17M +22.1% ▲ Add 3
292 OTIS Otis Worldwide Corporation 0.1% $998.90M 12.96M +2.2% ▲ Add 3
293 AFRM Affirm Holdings, Inc. 0.1% $995.03M 21.72M -5.6% ▼ Trim 3
294 TFC Truist Financial Corporation 0.1% $992.86M 21.60M +3.2% ▲ Add 3
295 DVY iShares Select Dividend ETF 0.1% $987.03M 6.52M +0.2% ▲ Add 3
296 APO Apollo Global Management… 0.1% $983.82M 8.83M +8.8% ▲ Add 3
297 QQQM Invesco NASDAQ 100 ETF 0.1% $982.41M 4.13M -5.3% ▼ Trim 3
298 EOG EOG Resources, Inc. 0.1% $980.13M 6.78M -5.5% ▼ Trim 3
299 MUB iShares National Muni Bond… 0.1% $978.10M 9.21M +7.4% ▲ Add 3
300 NOBL ProShares - S&P 500… 0.1% $975.96M 9.21M -4.6% ▼ Trim 3
301 STE STERIS plc 0.1% $971.70M 4.39M +14.4% ▲ Add 3
302 TLT iShares 20+ Year Treasury… 0.1% $967.84M 11.16M -41.8% ▼ Trim 3
303 CDNS Cadence Design Systems, Inc. 0.1% $965.45M 3.47M -3.4% ▼ Trim 3
304 B Barrick Mining Corporation 0.1% $955.79M 23.43M +52.6% ▲ Add 3
305 XYZ Block, Inc. 0.1% $955.69M 15.88M -12.6% ▼ Trim 3
306 EQIX Equinix, Inc. 0.1% $952.87M 972.07K +2.4% ▲ Add 3
307 MDY State Street SPDR S&P… 0.1% $952.03M 1.54M +38.4% ▲ Add 3
308 RACE Ferrari N.V. 0.1% $946.85M 2.80M +9.9% ▲ Add 3
309 CBOE Cboe Global Markets, Inc. 0.1% $942.32M 3.35M +24.6% ▲ Add 3
310 GOVT iShares U.S. Treasury Bond… 0.1% $940.51M 41.05M +26.1% ▲ Add 3
311 MGK Vanguard Morningstar Mega… 0.1% $936.76M 2.55M -3.8% ▼ Trim 3
312 FPE First Trust Preferred… 0.1% $936.47M 52.76M -0.9% ▼ Trim 3
313 SPYG State Street SPDR Portfolio… 0.1% $934.43M 9.54M -41.2% ▼ Trim 3
314 DLR Digital Realty Trust, Inc. 0.1% $933.25M 5.18M +21.8% ▲ Add 3
315 O Realty Income Corporation 0.1% $932.55M 15.24M -16.7% ▼ Trim 3
316 APD Air Products and Chemicals… 0.1% $920.62M 3.17M +0.2% ▲ Add 3
317 MTB M&T Bank Corporation 0.1% $920.33M 4.45M +11.4% ▲ Add 3
318 CSL Carlisle Companies… 0.1% $915.85M 2.75M -14.8% ▼ Trim 3
319 COWZ Pacer US Cash Cows 100 ETF 0.1% $915.70M 14.64M -4.4% ▼ Trim 3
320 CI Cigna Corporation 0.1% $915.70M 3.43M +1.3% ▲ Add 3
321 IYW iShares U.S. Technology ETF 0.1% $912.41M 5.03M -12.9% ▼ Trim 3
322 MINT PIMCO Enhanced Short… 0.1% $909.94M 9.05M +1.1% ▲ Add 3
323 KR The Kroger Co. 0.1% $909.53M 12.57M +24.1% ▲ Add 3
324 SHEL Shell plc 0.1% $899.67M 9.67M +1.3% ▲ Add 3
325 VTWO Vanguard Russell 2000 ETF 0.1% $895.18M 8.94M +1.4% ▲ Add 3
326 AMP Ameriprise Financial, Inc. 0.1% $893.13M 2.01M -4.2% ▼ Trim 3
327 DAL Delta Air Lines, Inc. 0.1% $891.15M 13.40M +8.9% ▲ Add 3
328 EFV iShares MSCI EAFE Value ETF 0.1% $889.82M 11.97M -0.1% ▼ Trim 3
329 VRSK Verisk Analytics, Inc. 0.1% $889.76M 4.69M +19.8% ▲ Add 3
330 XLY State Street Consumer… 0.1% $882.74M 8.10M +10.3% ▲ Add 3
331 SAN Banco Santander, S.A. 0.1% $880.73M 78.08M +39.2% ▲ Add 3
332 AJG Arthur J. Gallagher & Co. 0.1% $878.49M 4.06M -47.8% ▼ Trim 3
333 VOE Vanguard Morningstar… 0.1% $876.88M 4.76M +0.2% ▲ Add 3
334 NDAQ Nasdaq, Inc. 0.1% $870.59M 10.26M +10.7% ▲ Add 3
335 GM General Motors Company 0.1% $870.51M 11.68M -11.4% ▼ Trim 3
336 VXF Vanguard Extended Market ETF 0.1% $869.31M 4.22M +7.3% ▲ Add 3
337 VNQ Vanguard Real Estate ETF 0.1% $867.49M 9.78M -1.1% ▼ Trim 3
338 AFL Aflac Incorporated 0.1% $866.87M 7.90M -3.9% ▼ Trim 3
339 IWO iShares Russell 2000 Growth… 0.1% $864.03M 2.75M +5.1% ▲ Add 3
340 PULS PGIM Ultra Short Bond ETF 0.1% $861.14M 17.40M +5.1% ▲ Add 3
341 MNST Monster Beverage Corporation 0.1% $858.18M 11.84M -2.5% ▼ Trim 3
342 IGV iShares Expanded… 0.1% $855.53M 10.69M +210.4% ▲ Add 3
343 RCL Royal Caribbean Cruises Ltd. 0.1% $855.33M 3.11M +5.9% ▲ Add 3
344 TGT Target Corporation 0.1% $853.94M 7.05M -12.6% ▼ Trim 3
345 XLC State Street Communication… 0.1% $853.52M 7.70M -2.5% ▼ Trim 3
346 FVD First Trust Value Line… 0.1% $853.49M 18.15M -5.0% ▼ Trim 3
347 CBRE CBRE Group, Inc. 0.1% $852.59M 6.29M -5.9% ▼ Trim 3
348 WBD Warner Bros. Discovery, Inc. 0.1% $849.19M 30.92M +12.6% ▲ Add 3
349 FTSM First Trust Enhanced Short… 0.1% $848.93M 14.20M +12.0% ▲ Add 3
350 XLP State Street Consumer… 0.1% $846.43M 10.32M +22.1% ▲ Add 3
351 MSI Motorola Solutions, Inc. 0.1% $845.76M 1.95M +11.1% ▲ Add 3
352 FXI iShares China Large-Cap ETF 0.1% $845.54M 23.55M -16.7% ▼ Trim 3
353 SGOV iShares 0-3 Month Treasury… 0.1% $845.44M 8.40M +5.0% ▲ Add 3
354 CIBR First Trust Nasdaq… 0.1% $842.35M 13.44M -0.9% ▼ Trim 3
355 RY Royal Bank of Canada 0.1% $839.49M 5.19M +21.5% ▲ Add 3
356 AMLP Alerian MLP ETF 0.1% $833.61M 15.84M +9.8% ▲ Add 3
357 SLV iShares Silver Trust 0.1% $833.05M 12.23M -32.4% ▼ Trim 3
358 CTVA Corteva, Inc. 0.1% $831.35M 9.93M +11.2% ▲ Add 3
359 AME AMETEK, Inc. 0.1% $829.22M 3.87M -2.4% ▼ Trim 3
360 VBR Vanguard Morningstar… 0.1% $829.17M 3.82M +1.2% ▲ Add 3
361 BHP BHP Group Limited 0.1% $828.45M 11.39M -17.5% ▼ Trim 3
362 IWN iShares Russell 2000 Value… 0.1% $826.68M 4.36M +2.1% ▲ Add 3
363 HSY The Hershey Company 0.0% $819.68M 3.94M +19.2% ▲ Add 3
364 GLDM SPDR Gold MiniShares Trust 0.0% $816.32M 8.81M -16.6% ▼ Trim 3
365 CTSH Cognizant Technology… 0.0% $813.96M 13.27M +77.8% ▲ Add 3
366 EPD Enterprise Products… 0.0% $810.51M 21.42M +12.1% ▲ Add 3
367 SCHD Schwab U.S. Dividend Equity… 0.0% $807.99M 26.34M +1.9% ▲ Add 3
368 TRGP Targa Resources Corp. 0.0% $806.89M 3.22M -2.6% ▼ Trim 3
369 VV Vanguard Morningstar… 0.0% $803.64M 2.69M -1.2% ▼ Trim 3
370 MLPX Global X - MLP & Energy… 0.0% $797.90M 10.79M +0.4% ▲ Add 3
371 EMLP First Trust North American… 0.0% $792.97M 18.16M -1.9% ▼ Trim 3
372 AUR Aurora Innovation, Inc. 0.0% $792.86M 192.44M +8.3% ▲ Add 3
373 CCI Crown Castle Inc. 0.0% $792.02M 9.74M -4.4% ▼ Trim 3
374 EWZ iShares MSCI Brazil ETF 0.0% $791.97M 20.63M +110.5% ▲ Add 3
375 HOOD Robinhood Markets, Inc. 0.0% $791.45M 11.42M +6.9% ▲ Add 3
376 BKR Baker Hughes Company 0.0% $790.95M 12.96M -3.9% ▼ Trim 3
377 MLM Martin Marietta Materials… 0.0% $789.78M 1.34M -1.9% ▼ Trim 3
378 MET MetLife, Inc. 0.0% $786.46M 11.12M +1.7% ▲ Add 3
379 PCAR PACCAR Inc 0.0% $785.76M 6.80M -4.1% ▼ Trim 3
380 KKR KKR & Co. Inc. 0.0% $783.81M 8.47M +7.6% ▲ Add 3
381 IJK iShares S&P Mid-Cap 400… 0.0% $783.79M 7.79M +7.9% ▲ Add 3
382 EXC Exelon Corporation 0.0% $781.38M 15.94M -5.8% ▼ Trim 3
383 MRVL Marvell Technology, Inc. 0.0% $779.31M 7.87M +7.2% ▲ Add 3
384 ALL The Allstate Corporation 0.0% $774.90M 3.74M -5.3% ▼ Trim 3
385 EBAY eBay Inc. 0.0% $770.96M 8.47M +9.7% ▲ Add 3
386 BABA Alibaba Group Holding… 0.0% $770.92M 6.14M +12.8% ▲ Add 3
387 ELV Elevance Health Inc. 0.0% $769.67M 2.63M +4.3% ▲ Add 3
388 VOT Vanguard Morningstar… 0.0% $767.40M 2.98M +0.3% ▲ Add 3
389 HDB HDFC Bank Limited 0.0% $766.49M 30.81M +42.0% ▲ Add 3
390 LMBS First Trust Low Duration… 0.0% $764.72M 15.35M +8.5% ▲ Add 3
391 ONON On Holding AG 0.0% $764.31M 22.47M -6.9% ▼ Trim 3
392 CFG Citizens Financial Group… 0.0% $762.38M 12.71M +13.3% ▲ Add 3
393 PDD PDD Holdings Inc. 0.0% $755.00M 7.39M +24.2% ▲ Add 3
394 NSC Norfolk Southern Corporation 0.0% $754.07M 2.63M -0.1% ▼ Trim 3
395 SPDW State Street SPDR Portfolio… 0.0% $752.34M 16.48M +38.3% ▲ Add 3
396 FWONA Formula One Group 0.0% $746.73M 8.80M -5.6% ▼ Trim 3
397 FANG Diamondback Energy, Inc. 0.0% $742.09M 3.75M -2.0% ▼ Trim 3
398 MTUM iShares MSCI USA Momentum… 0.0% $739.65M 3.08M +8.0% ▲ Add 3
399 IDXX IDEXX Laboratories, Inc. 0.0% $739.42M 1.32M -15.3% ▼ Trim 3
400 BURL Burlington Stores, Inc. 0.0% $737.57M 2.27M -11.8% ▼ Trim 3
401 TEL TE Connectivity plc 0.0% $736.36M 3.52M -2.7% ▼ Trim 3
402 SOXX iShares Semiconductor ETF 0.0% $734.33M 2.23M -5.7% ▼ Trim 3
403 SDVY First Trust SMID Cap Rising… 0.0% $732.77M 18.58M +3.5% ▲ Add 3
404 VALE Vale S.A. 0.0% $732.26M 46.03M +266.4% ▲ Add 3
405 BIDU Baidu, Inc. 0.0% $725.86M 6.51M +140.4% ▲ Add 3
406 IWB iShares Russell 1000 ETF 0.0% $723.74M 2.03M -2.9% ▼ Trim 3
407 EFX Equifax Inc. 0.0% $723.24M 4.02M -5.5% ▼ Trim 3
408 FTNT Fortinet, Inc. 0.0% $722.76M 8.84M +6.4% ▲ Add 3
409 LITE Lumentum Holdings Inc. 0.0% $722.14M 1.03M -2.3% ▼ Trim 3
410 MPWR Monolithic Power Systems… 0.0% $717.64M 656.37K +1.1% ▲ Add 3
411 CTAS Cintas Corporation 0.0% $716.17M 4.23M -3.6% ▼ Trim 3
412 OXY Occidental Petroleum… 0.0% $713.48M 10.98M -3.7% ▼ Trim 3
413 KMB Kimberly-Clark Corporation 0.0% $709.74M 7.36M +28.8% ▲ Add 3
414 AIG American International… 0.0% $709.07M 9.42M +0.9% ▲ Add 3
415 SDY State Street SPDR S&P… 0.0% $707.79M 4.85M +0.2% ▲ Add 3
416 KDP Keurig Dr Pepper Inc. 0.0% $700.51M 26.61M +4.9% ▲ Add 3
417 MDLN Medline Inc. 0.0% $698.78M 15.70M +3.6% ▲ Add 2
418 D Dominion Energy, Inc. 0.0% $697.87M 11.29M -5.2% ▼ Trim 3
419 GSLC Goldman Sachs ActiveBeta… 0.0% $697.40M 5.57M -0.1% ▼ Trim 3
420 CARR Carrier Global Corporation 0.0% $690.43M 12.26M +4.3% ▲ Add 3
421 WRB W. R. Berkley Corporation 0.0% $690.14M 10.41M +6.3% ▲ Add 3
422 ADSK Autodesk, Inc. 0.0% $689.93M 2.88M -5.3% ▼ Trim 3
423 NRG NRG Energy, Inc. 0.0% $683.65M 4.68M +4.1% ▲ Add 3
424 MKL Markel Corporation 0.0% $683.50M 357.09K -8.9% ▼ Trim 3
425 CASY Casey's General Stores, Inc. 0.0% $681.27M 935.99K -23.7% ▼ Trim 3
426 ARM Arm Holdings plc American… 0.0% $675.29M 4.46M +18.0% ▲ Add 3
427 HAL Halliburton Company 0.0% $672.93M 17.26M +9.2% ▲ Add 3
428 IBIT iShares Bitcoin Trust ETF 0.0% $663.27M 17.26M +28.4% ▲ Add 3
429 COIN Coinbase Global, Inc. 0.0% $663.26M 3.80M -12.7% ▼ Trim 3
430 TYL Tyler Technologies, Inc. 0.0% $663.19M 1.94M +88.0% ▲ Add 3
431 CACI CACI International Inc 0.0% $661.55M 1.22M -26.0% ▼ Trim 3
432 EA Electronic Arts Inc. 0.0% $661.43M 3.24M -0.3% ▼ Trim 3
433 TTE TotalEnergies SE 0.0% $659.46M 7.25M +2.4% ▲ Add 3
434 TRMB Trimble Inc. 0.0% $658.93M 10.10M -14.1% ▼ Trim 3
435 VGLT Vanguard Long-Term Treasury… 0.0% $656.77M 11.86M +8.9% ▲ Add 3
436 ITA iShares U.S. Aerospace &… 0.0% $656.50M 3.00M +0.3% ▲ Add 3
437 COHR Coherent, Inc. 0.0% $656.03M 2.75M +46.8% ▲ Add 3
438 PVAL Putnam Focused Large Cap… 0.0% $655.08M 14.12M +47.6% ▲ Add 3
439 YUM Yum! Brands, Inc. 0.0% $653.89M 4.21M -5.9% ▼ Trim 3
440 AIRR First Trust RBA American… 0.0% $653.70M 5.90M +11.8% ▲ Add 3
441 TCOM Trip.com Group Limited 0.0% $652.60M 13.11M -20.0% ▼ Trim 3
442 ODFL Old Dominion Freight Line… 0.0% $650.93M 3.33M +32.4% ▲ Add 3
443 ENB Enbridge Inc. 0.0% $649.76M 12.00M -14.7% ▼ Trim 3
444 PPL PPL Corporation 0.0% $648.04M 16.96M -12.4% ▼ Trim 3
445 NUE Nucor Corporation 0.0% $647.74M 3.83M -0.6% ▼ Trim 3
446 FICO Fair Isaac Corporation 0.0% $645.54M 604.70K +21.0% ▲ Add 3
447 IR Ingersoll Rand Inc. 0.0% $645.19M 8.05M +22.6% ▲ Add 3
448 TER Teradyne, Inc. 0.0% $643.93M 2.17M -11.1% ▼ Trim 3
449 AVEM Avantis Emerging Markets… 0.0% $643.70M 7.99M +41.1% ▲ Add 3
450 BIV Vanguard Intermediate-Term… 0.0% $642.62M 8.33M +11.4% ▲ Add 3
451 FIX Comfort Systems USA, Inc. 0.0% $634.52M 460.13K +6.6% ▲ Add 3
452 BDX Becton, Dickinson and… 0.0% $632.17M 4.02M -6.3% ✂ ▼ Trim 3
453 HSBC HSBC Holdings plc 0.0% $631.75M 7.66M +2.3% ▲ Add 3
454 SUB iShares Short-Term National… 0.0% $630.12M 5.92M +4.3% ▲ Add 3
455 AVY Avery Dennison Corporation 0.0% $628.00M 3.64M -6.0% ▼ Trim 3
456 STT State Street Corporation 0.0% $627.06M 4.96M -5.1% ▼ Trim 3
457 SHV iShares Trust iShares 0-1… 0.0% $619.70M 5.61M -6.0% ▼ Trim 3
458 SAP SAP SE 0.0% $619.10M 3.62M -1.8% ▼ Trim 3
459 LYV Live Nation Entertainment… 0.0% $616.61M 4.04M +15.2% ▲ Add 3
460 VIGI Vanguard International… 0.0% $615.99M 6.96M +2.5% ▲ Add 3
461 MTD Mettler-Toledo… 0.0% $615.57M 488.08K +18.0% ▲ Add 3
462 WAB Westinghouse Air Brake… 0.0% $615.46M 2.46M +19.1% ▲ Add 3
463 IONQ IonQ, Inc. 0.0% $610.04M 21.16M +8.1% ▲ Add 3
464 GSK GSK plc 0.0% $608.78M 11.03M +89.2% ▲ Add 3
465 ED Consolidated Edison, Inc. 0.0% $606.56M 5.36M -0.6% ▼ Trim 3
466 VYMI Vanguard International High… 0.0% $606.53M 6.44M +14.6% ▲ Add 3
467 CIEN Ciena Corporation 0.0% $606.24M 1.56M +12.8% ▲ Add 3
468 RMD ResMed Inc. 0.0% $603.14M 2.69M -7.1% ▼ Trim 3
469 SNY Sanofi 0.0% $602.82M 12.51M +37.5% ▲ Add 3
470 PRU Prudential Financial, Inc. 0.0% $601.24M 6.15M -7.4% ▼ Trim 3
471 JNK State Street SPDR Bloomberg… 0.0% $598.41M 6.25M +584.6% ▲ Add 3
472 DDOG Datadog, Inc. 0.0% $597.59M 5.06M +25.4% ▲ Add 3
473 GWW W.W. Grainger, Inc. 0.0% $595.12M 545.57K -2.1% ▼ Trim 3
474 MCHP Microchip Technology… 0.0% $591.86M 9.20M +1.8% ▲ Add 3
475 DVN Devon Energy Corporation 0.0% $590.10M 11.73M +1.2% ▲ Add 3
476 IEX IDEX Corporation 0.0% $587.44M 3.10M -5.1% ▼ Trim 3
477 ARMK Aramark 0.0% $585.57M 14.44M -12.6% ▼ Trim 3
478 ULTA Ulta Beauty, Inc. 0.0% $585.46M 1.12M +2.7% ▲ Add 3
479 VBK Vanguard Morningstar… 0.0% $585.33M 1.94M +2.9% ▲ Add 3
480 MOAT VanEck Morningstar Wide… 0.0% $583.77M 6.04M -5.9% ▼ Trim 3
481 DOW Dow Inc. 0.0% $582.13M 13.98M -20.2% ▼ Trim 3
482 INFY Infosys Limited 0.0% $577.59M 42.75M -16.1% ▼ Trim 3
483 CMG Chipotle Mexican Grill, Inc. 0.0% $577.15M 18.03M -22.0% ▼ Trim 3
484 VRSN VeriSign, Inc. 0.0% $573.38M 2.31M +9.4% ▲ Add 3
485 XEL Xcel Energy Inc. 0.0% $569.56M 7.17M +2.5% ▲ Add 3
486 STLD Steel Dynamics, Inc. 0.0% $566.83M 3.15M -3.7% ▼ Trim 3
487 EW Edwards Lifesciences… 0.0% $565.44M 7.06M -3.5% ▼ Trim 3
488 A Agilent Technologies, Inc. 0.0% $564.10M 4.95M -1.8% ▼ Trim 3
489 ROP Roper Technologies, Inc. 0.0% $561.70M 1.59M -53.0% ▼ Trim 3
490 TD The Toronto-Dominion Bank 0.0% $558.91M 5.99M +13.3% ▲ Add 3
491 FE FirstEnergy Corp. 0.0% $558.38M 11.02M +1.8% ▲ Add 3
492 ADM Archer-Daniels-Midland… 0.0% $555.74M 7.65M +8.1% ▲ Add 3
493 PEG Public Service Enterprise… 0.0% $555.54M 6.86M -2.2% ▼ Trim 3
494 ATO Atmos Energy Corporation 0.0% $554.38M 3.00M +8.9% ▲ Add 3
495 TBIL F/m US Treasury 3 Month… 0.0% $551.56M 11.06M +12.7% ▲ Add 3
496 PYLD PIMCO Multisector Bond… 0.0% $550.23M 21.00M +22.7% ▲ Add 3
497 WEC WEC Energy Group, Inc. 0.0% $549.08M 4.74M +16.6% ▲ Add 3
498 GDDY GoDaddy Inc. 0.0% $544.08M 6.58M +1.4% ▲ Add 3
499 BRK-A Berkshire Hathaway Inc. 0.0% $542.20M 755 +0.8% ▲ Add 3
500 SHYG iShares 0-5 Year High Yield… 0.0% $542.07M 12.81M +0.2% ▲ Add 3

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

Idade da posição
4270–1 trimestres
74572–4 trimestres

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

Gestores similares
GestorPosições comunsSobreposição de nomesSimilaridade ponderada
Northern Trust Corp 4295 52.8% 0.9534 Comparar ⇄
Goldman Sachs Group 5092 60.8% 0.9432 Comparar ⇄
BlackRock 5188 63.2% 0.9362 Comparar ⇄
UBS Group AG 7089 75.2% 0.9245 Comparar ⇄
JPMorgan Chase 5984 70.6% 0.9069 Comparar ⇄
Rockefeller Capital Management L.P. 4602 56.7% 0.9037 Comparar ⇄
Citigroup Inc 4572 56.2% 0.9001 Comparar ⇄
Fidelity (FMR) 5169 63.4% 0.8606 Comparar ⇄

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

Histórico de registros
Aug 13 2026 13F-HR · período Q2 2026

$1.89T · 45,905 posições listadas · Ver filing original na SEC ↗

May 27 2026 13F-HR/A · período Q4 2025

$1.67T · 45,419 posições listadas · emenda (restatement) · Ver filing original na SEC ↗

May 27 2026 13F-HR/A · período Q3 2025

$1.65T · 45,054 posições listadas · emenda (restatement) · Ver filing original na SEC ↗

May 15 2026 13F-HR · período Q1 2026

$1.66T · 45,985 posições listadas · Ver filing original na SEC ↗

Feb 13 2026 13F-HR · período Q4 2025

$1.67T · 45,420 posições listadas · Ver filing original na SEC ↗

Nov 14 2025 13F-HR · período Q3 2025

$1.65T · 45,055 posições listadas · Ver filing original na SEC ↗

Aug 14 2025 13F-HR · período Q2 2025

$1.54T · 44,865 posições listadas · Ver filing original na SEC ↗

Proveniência: Todas as posições analisadas das tabelas de informação do 13F deste gestor no SEC EDGAR; valores conforme reportado, em USD inteiro. As variações comparam a versão mais recente aceita de cada trimestre (emendas incorporadas) com base em contagens de ações ajustadas por desdobramentos. Período de referência: Q1 2026 · último registro Aug 13, 2026 · Metodologia de variação