Histórico do gestor

Rockefeller Capital Management L.P.

New York, NY · CIK 1739439 · Registros EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Diff ⇄

As posições deste trimestre foram processadas; as estatísticas resumidas serão calculadas na próxima passagem analítica.

O portfólio · Q2 2026

#	Valor mobiliário	Peso	Valor	Ações	Δ ações	Detido
1	SPY State Street SPDR S&P 500…	n/a	$2.11B	2.83M	n/a	n/a
2	AAPL Apple Inc.	n/a	$2.05B	7.08M	n/a	n/a
3	NVDA NVIDIA Corporation	n/a	$1.85B	9.26M	n/a	n/a
4	GOOGL Alphabet Inc.	n/a	$1.52B	4.25M	n/a	n/a
5	MSFT Microsoft Corporation	n/a	$1.47B	3.93M	n/a	n/a
6	AMZN Amazon.com, Inc.	n/a	$1.45B	6.09M	n/a	n/a
7	AVGO Broadcom Inc.	n/a	$1.14B	3.02M	n/a	n/a
8	VOO Vanguard S&P 500 ETF	n/a	$997.41M	1.45M	n/a	n/a
9	IVV iShares Core S&P 500 ETF	n/a	$901.21M	1.20M	n/a	n/a
10	QQQ Invesco QQQ Trust, Series 1	n/a	$847.28M	1.15M	n/a	n/a
11	JPM JPMorgan Chase & Co.	n/a	$805.14M	2.46M	n/a	n/a
12	GOOG Alphabet Inc.	n/a	$774.67M	2.19M	n/a	n/a
13	LLY Eli Lilly and Company	n/a	$670.89M	559.34K	n/a	n/a
14	RGEF TIDAL TRUST III	n/a	$666.24M	19.04M	n/a	n/a
15	RSMC TIDAL TRUST III	n/a	$617.61M	21.36M	n/a	n/a
16	META Meta Platforms, Inc.	n/a	$601.42M	1.07M	n/a	n/a
17	IWF iShares Russell 1000 Growth…	n/a	$572.80M	4.61M	n/a	n/a
18	GEV GE Vernova Inc.	n/a	$494.17M	420.59K	n/a	n/a
19	V Visa Inc.	n/a	$478.25M	1.39M	n/a	n/a
20	AMD Advanced Micro Devices, Inc.	n/a	$467.44M	804.66K	n/a	n/a
21	TSM Taiwan Semiconductor…	n/a	$458.93M	960.27K	n/a	n/a
22	VTI Vanguard Morningstar Total…	n/a	$425.67M	1.15M	n/a	n/a
23	MU Micron Technology, Inc.	n/a	$416.51M	360.84K	n/a	n/a
24	COST Costco Wholesale Corporation	n/a	$404.73M	432.65K	n/a	n/a
25	CRWD CrowdStrike Holdings, Inc.	n/a	$394.98M	517.58K	n/a	n/a
26	IWD iShares Russell 1000 Value…	n/a	$372.03M	1.53M	n/a	n/a
27	XLK State Street Technology…	n/a	$364.14M	1.91M	n/a	n/a
28	HD The Home Depot, Inc.	n/a	$364.06M	1.03M	n/a	n/a
29	RSP Invesco S&P 500 Equal…	n/a	$352.31M	1.66M	n/a	n/a
30	GLD SPDR Gold Shares	n/a	$350.75M	952.13K	n/a	n/a
31	VEA Vanguard FTSE Developed…	n/a	$347.10M	4.87M	n/a	n/a
32	PANW Palo Alto Networks, Inc.	n/a	$335.25M	983.08K	n/a	n/a
33	EFA iShares MSCI EAFE ETF	n/a	$334.39M	3.22M	n/a	n/a
34	VTV Vanguard Morningstar Value…	n/a	$323.22M	1.48M	n/a	n/a
35	CAT Caterpillar Inc.	n/a	$318.02M	298.64K	n/a	n/a
36	AMAT Applied Materials, Inc.	n/a	$317.73M	439.46K	n/a	n/a
37	VUG Vanguard Morningstar Growth…	n/a	$316.66M	3.68M	n/a	n/a
38	IEFA iShares Core MSCI EAFE ETF	n/a	$303.36M	3.14M	n/a	n/a
39	BRK-B Berkshire Hathaway Inc.	n/a	$302.27M	604.07K	n/a	n/a
40	JNJ Johnson & Johnson	n/a	$288.93M	1.14M	n/a	n/a
41	IJH iShares Core S&P Mid-Cap ETF	n/a	$285.35M	3.70M	n/a	n/a
42	WT WisdomTree, Inc.	n/a	$284.26M	4.39M	n/a	n/a
43	VGT Vanguard Information…	n/a	$284.02M	2.38M	n/a	n/a
44	IJR iShares Core S&P Small-Cap…	n/a	$280.79M	1.89M	n/a	n/a
45	XONA.DE Exxon Mobil Corporation	n/a	$279.83M	2.05M	n/a	n/a
46	RMOP TIDAL TRUST III	n/a	$279.65M	10.95M	n/a	n/a
47	SOXX iShares Semiconductor ETF	n/a	$277.90M	433.70K	n/a	n/a
48	CSCO Cisco Systems, Inc.	n/a	$269.88M	2.30M	n/a	n/a
49	VO Vanguard Morningstar…	n/a	$269.00M	3.34M	n/a	n/a
50	UBER Uber Technologies, Inc.	n/a	$267.20M	3.70M	n/a	n/a
51	CVX Chevron Corporation	n/a	$260.58M	1.57M	n/a	n/a
52	KO The Coca-Cola Company	n/a	$251.66M	3.10M	n/a	n/a
53	ABBV AbbVie Inc.	n/a	$246.81M	980.80K	n/a	n/a
54	ANET Arista Networks, Inc.	n/a	$243.65M	1.43M	n/a	n/a
55	MRK Merck & Co., Inc.	n/a	$237.52M	1.85M	n/a	n/a
56	IWM iShares Russell 2000 ETF	n/a	$234.84M	781.61K	n/a	n/a
57	AMGN Amgen Inc.	n/a	$230.35M	636.12K	n/a	n/a
58	NEE NextEra Energy, Inc.	n/a	$230.29M	2.62M	n/a	n/a
59	BLK BlackRock, Inc.	n/a	$226.55M	235.61K	n/a	n/a
60	LIN Linde plc	n/a	$224.44M	432.49K	n/a	n/a
61	SHEL Shell plc	n/a	$214.76M	2.77M	n/a	n/a
62	MCD McDonald's Corporation	n/a	$214.48M	793.44K	n/a	n/a
63	TMO Thermo Fisher Scientific…	n/a	$213.60M	426.02K	n/a	n/a
64	ASML ASML Holding N.V.	n/a	$212.17M	106.64K	n/a	n/a
65	TJX The TJX Companies, Inc.	n/a	$211.72M	1.40M	n/a	n/a
66	GS The Goldman Sachs Group…	n/a	$208.50M	206.15K	n/a	n/a
67	TSLA Tesla, Inc.	n/a	$208.46M	495.62K	n/a	n/a
68	VIG Vanguard Dividend…	n/a	$198.97M	840.86K	n/a	n/a
69	WMT Walmart Inc.	n/a	$197.68M	1.75M	n/a	n/a
70	IEMG iShares Core MSCI Emerging…	n/a	$197.50M	2.38M	n/a	n/a
71	GE GE Aerospace	n/a	$196.75M	526.44K	n/a	n/a
72	PH Parker-Hannifin Corporation	n/a	$190.55M	194.81K	n/a	n/a
73	PG The Procter & Gamble Company	n/a	$187.84M	1.28M	n/a	n/a
74	VWO Vanguard FTSE Emerging…	n/a	$186.29M	3.12M	n/a	n/a
75	SMH VanEck Semiconductor ETF	n/a	$185.93M	283.48K	n/a	n/a
76	VEU Vanguard FTSE All-World…	n/a	$178.03M	2.13M	n/a	n/a
77	IBM International Business…	n/a	$176.92M	629.14K	n/a	n/a
78	VT Vanguard Total World Stock…	n/a	$176.74M	1.13M	n/a	n/a
79	ADI Analog Devices, Inc.	n/a	$174.85M	440.24K	n/a	n/a
80	UNP Union Pacific Corporation	n/a	$168.29M	618.73K	n/a	n/a
81	EMR Emerson Electric Co.	n/a	$167.10M	1.17M	n/a	n/a
82	PLTR Palantir Technologies Inc.	n/a	$162.12M	1.39M	n/a	n/a
83	CDNS Cadence Design Systems, Inc.	n/a	$155.59M	414.55K	n/a	n/a
84	LHX L3Harris Technologies, Inc.	n/a	$154.91M	533.10K	n/a	n/a
85	TEL TE Connectivity plc	n/a	$154.75M	767.55K	n/a	n/a
86	VB Vanguard Morningstar…	n/a	$144.99M	478.32K	n/a	n/a
87	IAU iShares Gold Trust	n/a	$144.66M	1.92M	n/a	n/a
88	BIL State Street SPDR Bloomberg…	n/a	$143.61M	1.57M	n/a	n/a
89	BX Blackstone Inc.	n/a	$132.27M	1.12M	n/a	n/a
90	VXUS Vanguard Total…	n/a	$130.92M	1.53M	n/a	n/a
91	ETN Eaton Corporation plc	n/a	$130.43M	306.09K	n/a	n/a
92	VZ Verizon Communications Inc.	n/a	$127.87M	3.02M	n/a	n/a
93	PLD Prologis, Inc.	n/a	$127.47M	940.94K	n/a	n/a
94	T AT&T Inc.	n/a	$127.05M	6.14M	n/a	n/a
95	EQIX Equinix, Inc.	n/a	$125.56M	120.45K	n/a	n/a
96	APH Amphenol Corporation	n/a	$123.92M	702.82K	n/a	n/a
97	IVW iShares S&P 500 Growth ETF	n/a	$123.84M	900.49K	n/a	n/a
98	RTX RTX Corporation	n/a	$123.76M	652.27K	n/a	n/a
99	NFLX Netflix, Inc.	n/a	$121.91M	1.71M	n/a	n/a
100	LNG Cheniere Energy, Inc.	n/a	$120.80M	505.43K	n/a	n/a
101	AER AerCap Holdings N.V.	n/a	$118.66M	813.94K	n/a	n/a
102	SNOW Snowflake Inc.	n/a	$116.92M	459.41K	n/a	n/a
103	VBK Vanguard Morningstar…	n/a	$116.76M	319.27K	n/a	n/a
104	AXP American Express Company	n/a	$116.58M	344.66K	n/a	n/a
105	DLR Digital Realty Trust, Inc.	n/a	$116.07M	646.35K	n/a	n/a
106	KLAC KLA Corporation	n/a	$115.94M	384.27K	n/a	n/a
107	FITB Fifth Third Bancorp	n/a	$115.07M	2.04M	n/a	n/a
108	GLW Corning Inc	n/a	$114.93M	449.93K	n/a	n/a
109	VBR Vanguard Morningstar…	n/a	$113.82M	468.41K	n/a	n/a
110	LRCX Lam Research Corporation	n/a	$113.81M	262.63K	n/a	n/a
111	TTE TotalEnergies SE	n/a	$112.02M	1.43M	n/a	n/a
112	PEP PepsiCo, Inc.	n/a	$111.93M	826.69K	n/a	n/a
113	BA The Boeing Company	n/a	$110.92M	535.18K	n/a	n/a
114	URI United Rentals, Inc.	n/a	$110.64M	97.66K	n/a	n/a
115	EQT EQT Corporation	n/a	$108.85M	2.05M	n/a	n/a
116	MGK Vanguard Morningstar Mega…	n/a	$107.37M	1.22M	n/a	n/a
117	C Citigroup Inc.	n/a	$106.70M	762.37K	n/a	n/a
118	TXN Texas Instruments…	n/a	$106.46M	357.18K	n/a	n/a
119	VRT Vertiv Holdings Co	n/a	$106.23M	317.27K	n/a	n/a
120	IWR iShares Russell Mid-Cap ETF	n/a	$106.02M	961.06K	n/a	n/a
121	XLF State Street Financial…	n/a	$105.54M	1.97M	n/a	n/a
122	ABT Abbott Laboratories	n/a	$104.79M	1.15M	n/a	n/a
123	IVE iShares S&P 500 Value ETF	n/a	$102.41M	451.03K	n/a	n/a
124	UNH UnitedHealth Group…	n/a	$102.16M	245.80K	n/a	n/a
125	VOT Vanguard Morningstar…	n/a	$100.71M	328.80K	n/a	n/a
126	XLV State Street Health Care…	n/a	$98.15M	618.59K	n/a	n/a
127	VONG Vanguard Russell 1000…	n/a	$97.69M	764.32K	n/a	n/a
128	TLT iShares 20+ Year Treasury…	n/a	$97.68M	1.13M	n/a	n/a
129	DELL Dell Technologies Inc.	n/a	$97.64M	226.30K	n/a	n/a
130	MA Mastercard Incorporated	n/a	$96.79M	188.46K	n/a	n/a
131	JEPI JPMorgan Equity Premium…	n/a	$95.75M	1.70M	n/a	n/a
132	ORCL Oracle Corporation	n/a	$95.30M	650.31K	n/a	n/a
133	SRE Sempra	n/a	$95.29M	1.03M	n/a	n/a
134	CB Chubb Limited	n/a	$95.21M	279.34K	n/a	n/a
135	KMI Kinder Morgan, Inc.	n/a	$94.40M	2.95M	n/a	n/a
136	ET Energy Transfer LP	n/a	$94.27M	4.94M	n/a	n/a
137	SPOT Spotify Technology S.A.	n/a	$91.53M	199.34K	n/a	n/a
138	CEG Constellation Energy…	n/a	$90.83M	365.69K	n/a	n/a
139	BAC Bank of America Corporation	n/a	$90.66M	1.59M	n/a	n/a
140	ITOT iShares Core S&P Total U.S.…	n/a	$89.78M	546.56K	n/a	n/a
141	MS Morgan Stanley	n/a	$89.39M	427.63K	n/a	n/a
142	PWR Quanta Services, Inc.	n/a	$88.80M	123.32K	n/a	n/a
143	AZN AstraZeneca PLC	n/a	$88.58M	467.62K	n/a	n/a
144	XLI State Street Industrial…	n/a	$88.45M	477.54K	n/a	n/a
145	NOW ServiceNow, Inc.	n/a	$88.25M	888.88K	n/a	n/a
146	BIV Vanguard Intermediate-Term…	n/a	$88.05M	1.15M	n/a	n/a
147	DVY iShares Select Dividend ETF	n/a	$87.88M	562.23K	n/a	n/a
148	EPD Enterprise Products…	n/a	$87.32M	2.38M	n/a	n/a
149	WMB The Williams Companies, Inc.	n/a	$85.36M	1.15M	n/a	n/a
150	POWL Powell Industries, Inc.	n/a	$85.20M	297.52K	n/a	n/a
151	RY Royal Bank of Canada	n/a	$84.91M	410.23K	n/a	n/a
152	JCI Johnson Controls…	n/a	$84.01M	575.00K	n/a	n/a
153	ISRG Intuitive Surgical, Inc.	n/a	$82.61M	207.73K	n/a	n/a
154	EEM iShares MSCI Emerging…	n/a	$82.45M	1.21M	n/a	n/a
155	QUAL iShares MSCI USA Quality…	n/a	$81.40M	370.96K	n/a	n/a
156	BOXX Alpha Architect 1-3 Month…	n/a	$81.38M	695.00K	n/a	n/a
157	MGV Vanguard Morningstar Mega…	n/a	$79.47M	486.18K	n/a	n/a
158	VOE Vanguard Morningstar…	n/a	$78.59M	397.70K	n/a	n/a
159	RDVY First Trust Rising Dividend…	n/a	$78.43M	967.54K	n/a	n/a
160	FANG Diamondback Energy, Inc.	n/a	$78.07M	444.14K	n/a	n/a
161	RGA Reinsurance Group of…	n/a	$77.17M	362.90K	n/a	n/a
162	SPDW State Street SPDR Portfolio…	n/a	$75.99M	1.51M	n/a	n/a
163	DE Deere & Company	n/a	$75.81M	119.51K	n/a	n/a
164	ORLY O'Reilly Automotive, Inc.	n/a	$75.68M	821.77K	n/a	n/a
165	EWY iShares MSCI South Korea ETF	n/a	$75.51M	374.02K	n/a	n/a
166	NVO Novo Nordisk A/S	n/a	$75.10M	1.57M	n/a	n/a
167	MUB iShares National Muni Bond…	n/a	$74.74M	694.50K	n/a	n/a
168	VRTX Vertex Pharmaceuticals…	n/a	$74.25M	149.48K	n/a	n/a
169	IYW iShares U.S. Technology ETF	n/a	$74.01M	293.42K	n/a	n/a
170	AZO AutoZone, Inc.	n/a	$73.41M	22.97K	n/a	n/a
171	PAAA PGIM AAA CLO ETF	n/a	$73.37M	1.43M	n/a	n/a
172	ROK Rockwell Automation, Inc.	n/a	$72.41M	146.27K	n/a	n/a
173	LMT Lockheed Martin Corporation	n/a	$72.13M	141.58K	n/a	n/a
174	GLDM SPDR Gold MiniShares Trust	n/a	$71.71M	902.90K	n/a	n/a
175	XLE State Street Energy Select…	n/a	$71.58M	1.35M	n/a	n/a
176	NDAQ Nasdaq, Inc.	n/a	$71.40M	905.86K	n/a	n/a
177	RSG Republic Services, Inc.	n/a	$71.31M	334.64K	n/a	n/a
178	FTNT Fortinet, Inc.	n/a	$70.83M	461.08K	n/a	n/a
179	CMI Cummins Inc.	n/a	$69.32M	97.19K	n/a	n/a
180	INTC Intel Corp.	n/a	$69.08M	494.72K	n/a	n/a
181	CRM Salesforce, Inc.	n/a	$68.94M	440.04K	n/a	n/a
182	VCSH Vanguard Short-Term…	n/a	$67.44M	853.29K	n/a	n/a
183	HASI HA Sustainable…	n/a	$65.92M	1.69M	n/a	n/a
184	COR Cencora, Inc.	n/a	$65.69M	232.13K	n/a	n/a
185	SHV iShares Trust iShares 0-1…	n/a	$65.02M	589.23K	n/a	n/a
186	IEF iShares 7-10 Year Treasury…	n/a	$65.02M	687.51K	n/a	n/a
187	MDT Medtronic plc	n/a	$65.00M	830.92K	n/a	n/a
188	O Realty Income Corporation	n/a	$64.07M	1.03M	n/a	n/a
189	SLV iShares Silver Trust	n/a	$63.95M	1.20M	n/a	n/a
190	MRVL Marvell Technology, Inc.	n/a	$63.93M	214.60K	n/a	n/a
191	DIS The Walt Disney Company	n/a	$63.24M	656.05K	n/a	n/a
192	NBIX Neurocrine Biosciences, Inc.	n/a	$62.96M	373.55K	n/a	n/a
193	DHR Danaher Corporation	n/a	$62.87M	330.00K	n/a	n/a
194	CGGR Capital Group Growth ETF	n/a	$62.53M	1.32M	n/a	n/a
195	WFC Wells Fargo & Company	n/a	$62.28M	753.60K	n/a	n/a
196	BABA Alibaba Group Holding…	n/a	$62.06M	640.80K	n/a	n/a
197	RACE Ferrari N.V.	n/a	$61.63M	165.53K	n/a	n/a
198	SPHQ Invesco S&P 500 Quality ETF	n/a	$61.34M	680.84K	n/a	n/a
199	AVLV Avantis U.S. Large Cap…	n/a	$60.85M	667.15K	n/a	n/a
200	MKSI MKS Inc.	n/a	$60.22M	135.39K	n/a	n/a
201	AOA ISHARES TR	n/a	$59.71M	611.74K	n/a	n/a
202	VXF Vanguard Extended Market ETF	n/a	$59.59M	242.02K	n/a	n/a
203	KEYS Keysight Technologies, Inc.	n/a	$59.25M	169.25K	n/a	n/a
204	XLY State Street Consumer…	n/a	$59.17M	504.53K	n/a	n/a
205	PNC The PNC Financial Services…	n/a	$59.16M	240.26K	n/a	n/a
206	MPC Marathon Petroleum…	n/a	$59.03M	230.88K	n/a	n/a
207	GDX VanEck Gold Miners ETF	n/a	$58.98M	781.71K	n/a	n/a
208	AEP American Electric Power…	n/a	$58.58M	428.17K	n/a	n/a
209	JAAA Janus Henderson AAA CLO ETF	n/a	$58.44M	1.16M	n/a	n/a
210	EVR Evercore Inc.	n/a	$58.09M	170.14K	n/a	n/a
211	SGOV iShares 0-3 Month Treasury…	n/a	$57.39M	570.10K	n/a	n/a
212	SNEX StoneX Group Inc.	n/a	$56.75M	478.89K	n/a	n/a
213	BRK-A Berkshire Hathaway Inc.	n/a	$56.16M	75	n/a	n/a
214	GD General Dynamics Corporation	n/a	$56.03M	158.18K	n/a	n/a
215	AVUS Avantis U.S. Equity ETF	n/a	$55.69M	434.78K	n/a	n/a
216	MTUM iShares MSCI USA Momentum…	n/a	$55.66M	162.35K	n/a	n/a
217	ALL The Allstate Corporation	n/a	$55.35M	231.77K	n/a	n/a
218	IWB iShares Russell 1000 ETF	n/a	$55.04M	134.40K	n/a	n/a
219	ARM Arm Holdings plc American…	n/a	$55.00M	155.11K	n/a	n/a
220	VONV Vanguard Russell 1000 Value…	n/a	$54.49M	512.52K	n/a	n/a
221	SHOP Shopify Inc.	n/a	$53.80M	471.20K	n/a	n/a
222	AGG iShares Core U.S. Aggregate…	n/a	$53.67M	542.19K	n/a	n/a
223	MET MetLife, Inc.	n/a	$53.44M	631.57K	n/a	n/a
224	PM Philip Morris International…	n/a	$53.30M	294.61K	n/a	n/a
225	APO Apollo Global Management…	n/a	$53.03M	448.21K	n/a	n/a
226	ADP Automatic Data Processing…	n/a	$53.02M	236.74K	n/a	n/a
227	IWO iShares Russell 2000 Growth…	n/a	$52.70M	133.78K	n/a	n/a
228	QCOM QUALCOMM Incorporated	n/a	$52.47M	283.92K	n/a	n/a
229	ITA iShares U.S. Aerospace &…	n/a	$51.98M	214.40K	n/a	n/a
230	COWZ Pacer US Cash Cows 100 ETF	n/a	$51.41M	826.55K	n/a	n/a
231	PGR The Progressive Corporation	n/a	$51.34M	235.01K	n/a	n/a
232	LOW Lowe's Companies, Inc.	n/a	$50.93M	230.96K	n/a	n/a
233	DIA State Street SPDR Dow Jones…	n/a	$50.88M	97.40K	n/a	n/a
234	SCHF Schwab International Equity…	n/a	$50.86M	1.84M	n/a	n/a
235	JMUB JPMorgan Municipal ETF	n/a	$50.30M	993.03K	n/a	n/a
236	SDVY First Trust SMID Cap Rising…	n/a	$50.23M	1.16M	n/a	n/a
237	VNQ Vanguard Real Estate ETF	n/a	$50.07M	519.21K	n/a	n/a
238	CMCSA Comcast Corporation	n/a	$49.97M	2.04M	n/a	n/a
239	KKR KKR & Co. Inc.	n/a	$49.95M	544.25K	n/a	n/a
240	ARCC Ares Capital Corporation	n/a	$49.89M	2.69M	n/a	n/a
241	CIBR First Trust Nasdaq…	n/a	$49.87M	555.09K	n/a	n/a
242	IRM Iron Mountain Incorporated	n/a	$49.47M	391.62K	n/a	n/a
243	JEPQ JPMorgan Nasdaq Equity…	n/a	$49.10M	798.91K	n/a	n/a
244	IQLT iShares MSCI Intl Quality…	n/a	$48.31M	974.94K	n/a	n/a
245	WDC Western Digital Corporation	n/a	$48.05M	75.23K	n/a	n/a
246	ADBE Adobe Inc.	n/a	$48.05M	234.36K	n/a	n/a
247	PFE Pfizer Inc.	n/a	$48.00M	1.99M	n/a	n/a
248	WM Waste Management, Inc.	n/a	$47.46M	212.95K	n/a	n/a
249	CARR Carrier Global Corporation	n/a	$47.12M	642.34K	n/a	n/a
250	RDNT RadNet, Inc.	n/a	$46.75M	757.99K	n/a	n/a
251	XYZ Block, Inc.	n/a	$46.37M	610.19K	n/a	n/a
252	AMP Ameriprise Financial, Inc.	n/a	$45.89M	100.02K	n/a	n/a
253	VV Vanguard Morningstar…	n/a	$45.79M	133.14K	n/a	n/a
254	MDLZ Mondelez International, Inc.	n/a	$45.72M	790.38K	n/a	n/a
255	IUS INVESCO EXCH TRD SLF IDX FD	n/a	$45.63M	695.79K	n/a	n/a
256	CGDV Capital Group Dividend…	n/a	$45.26M	918.36K	n/a	n/a
257	ETR Entergy Corporation	n/a	$45.06M	392.33K	n/a	n/a
258	HON Honeywell International Inc.	n/a	$44.84M	200.28K	n/a	n/a
259	JPIE JPMorgan Income ETF	n/a	$44.53M	966.94K	n/a	n/a
260	CMS CMS Energy Corporation	n/a	$44.50M	581.65K	n/a	n/a
261	EMLP First Trust North American…	n/a	$44.46M	1.02M	n/a	n/a
262	BMY Bristol-Myers Squibb Company	n/a	$44.17M	766.52K	n/a	n/a
263	XLC State Street Communication…	n/a	$44.16M	412.17K	n/a	n/a
264	IWN iShares Russell 2000 Value…	n/a	$43.69M	197.50K	n/a	n/a
265	PYPL PayPal Holdings, Inc.	n/a	$43.66M	1.01M	n/a	n/a
266	MGC Vanguard Morningstar Mega…	n/a	$43.48M	158.90K	n/a	n/a
267	XBI State Street SPDR S&P…	n/a	$43.40M	274.27K	n/a	n/a
268	HONA Honeywell Aerospace Inc	n/a	$43.06M	194.77K	n/a	n/a
269	DSI iShares ESG MSCI KLD 400 ETF	n/a	$43.05M	302.32K	n/a	n/a
270	PFF iShares Preferred and…	n/a	$42.72M	1.40M	n/a	n/a
271	PVAL Putnam Focused Large Cap…	n/a	$42.54M	834.98K	n/a	n/a
272	AIRR First Trust RBA American…	n/a	$42.49M	318.87K	n/a	n/a
273	KT KT Corporation	n/a	$42.41M	2.45M	n/a	n/a
274	ICE Intercontinental Exchange…	n/a	$42.38M	344.28K	n/a	n/a
275	COP ConocoPhillips	n/a	$42.35M	407.41K	n/a	n/a
276	EWJ iShares MSCI Japan ETF	n/a	$41.72M	447.34K	n/a	n/a
277	SPGI S&P Global Inc.	n/a	$41.70M	102.39K	n/a	n/a
278	COIN Coinbase Global, Inc.	n/a	$41.64M	284.81K	n/a	n/a
279	BE Bloom Energy Corporation	n/a	$41.45M	136.93K	n/a	n/a
280	STX Seagate Technology Holdings…	n/a	$40.84M	42.32K	n/a	n/a
281	VPU Vanguard Utilities ETF	n/a	$40.65M	207.70K	n/a	n/a
282	MDY State Street SPDR S&P…	n/a	$40.63M	57.76K	n/a	n/a
283	NOBL ProShares - S&P 500…	n/a	$40.49M	720.96K	n/a	n/a
284	ESE ESCO Technologies Inc.	n/a	$40.34M	115.25K	n/a	n/a
285	JAZZ Jazz Pharmaceuticals plc	n/a	$40.34M	167.41K	n/a	n/a
286	OKE ONEOK, Inc.	n/a	$40.29M	463.43K	n/a	n/a
287	AVDE Avantis International…	n/a	$40.09M	449.39K	n/a	n/a
288	SLB Slb N.V.	n/a	$40.06M	857.45K	n/a	n/a
289	NEM Newmont Corporation	n/a	$40.01M	428.42K	n/a	n/a
290	SKY Champion Homes, Inc.	n/a	$39.85M	452.26K	n/a	n/a
291	KFY Korn Ferry	n/a	$39.73M	596.74K	n/a	n/a
292	TDY Teledyne Technologies…	n/a	$39.65M	59.45K	n/a	n/a
293	SBUX Starbucks Corporation	n/a	$39.57M	387.20K	n/a	n/a
294	SHY iShares 1-3 Year Treasury…	n/a	$39.53M	481.44K	n/a	n/a
295	ECL Ecolab Inc.	n/a	$39.41M	141.44K	n/a	n/a
296	SDY State Street SPDR S&P…	n/a	$39.32M	258.40K	n/a	n/a
297	AFL Aflac Incorporated	n/a	$39.26M	334.88K	n/a	n/a
298	EFV iShares MSCI EAFE Value ETF	n/a	$39.20M	512.14K	n/a	n/a
299	MO Altria Group, Inc.	n/a	$39.14M	543.94K	n/a	n/a
300	BHP BHP Group Limited	n/a	$38.95M	467.59K	n/a	n/a
301	DYNF iShares U.S. Equity Factor…	n/a	$38.84M	571.06K	n/a	n/a
302	ACWI iShares MSCI ACWI ETF	n/a	$38.79M	247.12K	n/a	n/a
303	TGT Target Corporation	n/a	$38.32M	293.40K	n/a	n/a
304	VMBS Vanguard Mortgage-Backed…	n/a	$38.22M	816.59K	n/a	n/a
305	GLTR abrdn Physical Precious…	n/a	$37.98M	209.65K	n/a	n/a
306	VGSH Vanguard Short-Term…	n/a	$37.77M	648.95K	n/a	n/a
307	CSMD PROFESIONALLY MANAGED PORTFO	n/a	$37.72M	1.03M	n/a	n/a
308	CHKP Check Point Software…	n/a	$37.66M	286.54K	n/a	n/a
309	LQD iShares iBoxx $ Investment…	n/a	$36.97M	338.92K	n/a	n/a
310	FPE First Trust Preferred…	n/a	$36.50M	2.04M	n/a	n/a
311	CME CME Group Inc.	n/a	$36.48M	165.20K	n/a	n/a
312	IUSG iShares Core S&P U.S.…	n/a	$36.15M	192.18K	n/a	n/a
313	BMI Badger Meter, Inc.	n/a	$36.09M	243.20K	n/a	n/a
314	GBDC Golub Capital BDC, Inc.	n/a	$36.06M	2.80M	n/a	n/a
315	DUK Duke Energy Corporation	n/a	$35.87M	283.37K	n/a	n/a
316	RH Rh	n/a	$35.78M	231.78K	n/a	n/a
317	DOCN DigitalOcean Holdings, Inc.	n/a	$35.49M	225.98K	n/a	n/a
318	JPST JPMorgan Ultra-Short Income…	n/a	$35.17M	695.48K	n/a	n/a
319	VCR Vanguard Consumer…	n/a	$34.89M	87.97K	n/a	n/a
320	IGSB iShares 1-5 Year Investment…	n/a	$34.84M	664.74K	n/a	n/a
321	OWL Blue Owl Capital Inc.	n/a	$34.74M	3.37M	n/a	n/a
322	BKLN Invesco Senior Loan ETF	n/a	$34.30M	1.68M	n/a	n/a
323	CTAS Cintas Corporation	n/a	$34.15M	200.78K	n/a	n/a
324	MD Pediatrix Medical Group…	n/a	$33.91M	1.34M	n/a	n/a
325	TIP iShares TIPS Bond ETF	n/a	$33.66M	307.61K	n/a	n/a
326	FCFS FirstCash Holdings, Inc	n/a	$33.65M	155.56K	n/a	n/a
327	NI NiSource Inc	n/a	$33.61M	706.88K	n/a	n/a
328	PAVE Global X - U.S.…	n/a	$33.60M	570.26K	n/a	n/a
329	IWP iShares Russell Mid-Cap…	n/a	$33.21M	226.83K	n/a	n/a
330	BGIG ETF SER SOLUTIONS	n/a	$33.12M	922.93K	n/a	n/a
331	SUB iShares Short-Term National…	n/a	$33.11M	311.00K	n/a	n/a
332	CALF Pacer US Small Cap Cash…	n/a	$33.08M	653.60K	n/a	n/a
333	VIS Vanguard Industrials ETF	n/a	$32.78M	90.95K	n/a	n/a
334	PRU Prudential Financial, Inc.	n/a	$32.73M	303.29K	n/a	n/a
335	IJK iShares S&P Mid-Cap 400…	n/a	$32.65M	277.86K	n/a	n/a
336	ATR AptarGroup, Inc.	n/a	$32.60M	260.39K	n/a	n/a
337	AIQ Global X - Artificial…	n/a	$32.55M	496.10K	n/a	n/a
338	TMUS T-Mobile US, Inc.	n/a	$32.49M	193.73K	n/a	n/a
339	BDX Becton, Dickinson and…	n/a	$32.23M	212.98K	n/a	n/a
340	AMX América Móvil, S.A.B. de…	n/a	$32.05M	1.23M	n/a	n/a
341	VFH Vanguard Financials ETF	n/a	$31.95M	242.81K	n/a	n/a
342	IJJ iShares S&P Mid-Cap 400…	n/a	$31.89M	215.88K	n/a	n/a
343	ACN Accenture plc	n/a	$31.71M	254.79K	n/a	n/a
344	IWV iShares Russell 3000 ETF	n/a	$31.69M	74.33K	n/a	n/a
345	PEG Public Service Enterprise…	n/a	$31.69M	390.42K	n/a	n/a
346	IONQ IonQ, Inc.	n/a	$31.60M	593.32K	n/a	n/a
347	SNX TD Synnex Corp	n/a	$31.30M	117.06K	n/a	n/a
348	AAON AAON, Inc.	n/a	$31.18M	245.75K	n/a	n/a
349	LRN Stride, Inc.	n/a	$31.16M	361.28K	n/a	n/a
350	MLI Mueller Industries, Inc.	n/a	$31.08M	252.80K	n/a	n/a
351	VTWO Vanguard Russell 2000 ETF	n/a	$30.99M	255.24K	n/a	n/a
352	MBB iShares MBS ETF	n/a	$30.86M	326.53K	n/a	n/a
353	BSX Boston Scientific…	n/a	$30.78M	721.19K	n/a	n/a
354	SPG Simon Property Group, Inc.	n/a	$30.52M	136.47K	n/a	n/a
355	MODL VICTORY PORTFOLIOS II	n/a	$30.38M	595.96K	n/a	n/a
356	CLSE TRUST FOR PROFESSIONAL MANAG	n/a	$30.35M	889.01K	n/a	n/a
357	FCX Freeport-McMoRan Inc.	n/a	$30.29M	481.63K	n/a	n/a
358	OGS ONE Gas, Inc.	n/a	$30.25M	392.53K	n/a	n/a
359	PRMB Primo Brands Corporation	n/a	$30.11M	1.23M	n/a	n/a
360	SYK Stryker Corporation	n/a	$30.10M	95.60K	n/a	n/a
361	FV First Trust Dorsey Wright…	n/a	$30.04M	395.93K	n/a	n/a
362	AMLP Alerian MLP ETF	n/a	$29.92M	577.01K	n/a	n/a
363	DGRO iShares Core Dividend…	n/a	$29.88M	394.23K	n/a	n/a
364	DFAI Dimensional - International…	n/a	$29.75M	721.19K	n/a	n/a
365	SCHW The Charles Schwab…	n/a	$29.46M	319.24K	n/a	n/a
366	ROKU Roku, Inc.	n/a	$29.43M	213.06K	n/a	n/a
367	CSX CSX Corporation	n/a	$29.38M	618.14K	n/a	n/a
368	WDAY Workday, Inc.	n/a	$28.93M	236.32K	n/a	n/a
369	IWS iShares Russell Mid-Cap…	n/a	$28.81M	175.03K	n/a	n/a
370	VHT Vanguard Health Care ETF	n/a	$28.78M	96.25K	n/a	n/a
371	HEDG SERIES PORTFOLIOS TR	n/a	$28.54M	951.35K	n/a	n/a
372	VGLT Vanguard Long-Term Treasury…	n/a	$28.26M	512.19K	n/a	n/a
373	AVEM Avantis Emerging Markets…	n/a	$27.88M	288.95K	n/a	n/a
374	ARES Ares Management Corporation	n/a	$27.84M	250.12K	n/a	n/a
375	IBB iShares Biotechnology ETF	n/a	$27.84M	146.36K	n/a	n/a
376	DVN Devon Energy Corporation	n/a	$27.78M	672.25K	n/a	n/a
377	CHRW C.H. Robinson Worldwide…	n/a	$27.77M	147.43K	n/a	n/a
378	WELL Welltower Inc.	n/a	$27.52M	121.23K	n/a	n/a
379	EVSD Eaton Vance Short Duration…	n/a	$27.39M	538.67K	n/a	n/a
380	JAVA JPMorgan Active Value ETF	n/a	$27.39M	344.90K	n/a	n/a
381	SNDK Sandisk Corporation	n/a	$27.34M	12.03K	n/a	n/a
382	EOG EOG Resources, Inc.	n/a	$27.32M	210.59K	n/a	n/a
383	DSTL ETF SER SOLUTIONS	n/a	$27.22M	454.40K	n/a	n/a
384	SPAB State Street SPDR Portfolio…	n/a	$27.11M	1.06M	n/a	n/a
385	IDXX IDEXX Laboratories, Inc.	n/a	$27.01M	51.30K	n/a	n/a
386	FBNC First Bancorp	n/a	$26.98M	420.80K	n/a	n/a
387	GOVT iShares U.S. Treasury Bond…	n/a	$26.95M	1.18M	n/a	n/a
388	SO The Southern Company	n/a	$26.95M	281.60K	n/a	n/a
389	SHW The Sherwin-Williams Company	n/a	$26.93M	78.22K	n/a	n/a
390	OEF iShares S&P 100 ETF	n/a	$26.92M	73.57K	n/a	n/a
391	VFLO VictoryShares Free Cash…	n/a	$26.87M	587.37K	n/a	n/a
392	ONTO Onto Innovation Inc.	n/a	$26.76M	70.71K	n/a	n/a
393	IJS iShares S&P Small-Cap 600…	n/a	$26.63M	194.86K	n/a	n/a
394	CVS CVS Health Corp.	n/a	$26.31M	254.32K	n/a	n/a
395	MIR Mirion Technologies, Inc.	n/a	$26.29M	1.47M	n/a	n/a
396	BND Vanguard Total Bond Market…	n/a	$26.29M	358.09K	n/a	n/a
397	SPYG State Street SPDR Portfolio…	n/a	$26.25M	220.62K	n/a	n/a
398	PI Impinj, Inc.	n/a	$26.00M	181.55K	n/a	n/a
399	BINC iShares Flexible Income…	n/a	$26.00M	496.79K	n/a	n/a
400	CWST Casella Waste Systems, Inc.	n/a	$25.87M	266.77K	n/a	n/a
401	FRT Federal Realty Investment…	n/a	$25.80M	209.04K	n/a	n/a
402	IBN ICICI Bank Limited	n/a	$25.79M	888.56K	n/a	n/a
403	ACAD ACADIA Pharmaceuticals Inc.	n/a	$25.69M	1.02M	n/a	n/a
404	JMST JPMorgan Ultra-Short…	n/a	$25.65M	502.90K	n/a	n/a
405	SPMD State Street SPDR Portfolio…	n/a	$25.55M	378.18K	n/a	n/a
406	NDSN Nordson Corporation	n/a	$25.52M	84.38K	n/a	n/a
407	QSR Restaurant Brands…	n/a	$25.51M	351.78K	n/a	n/a
408	VLO Valero Energy Corporation	n/a	$25.45M	97.71K	n/a	n/a
409	BJ BJ's Wholesale Club…	n/a	$25.42M	291.46K	n/a	n/a
410	FVD First Trust Value Line…	n/a	$25.42M	527.60K	n/a	n/a
411	JLL Jones Lang LaSalle…	n/a	$25.38M	81.88K	n/a	n/a
412	UPS United Parcel Service, Inc.	n/a	$25.36M	235.95K	n/a	n/a
413	INFL LISTED FDS TR	n/a	$25.11M	503.42K	n/a	n/a
414	VYM Vanguard High Dividend…	n/a	$24.96M	157.97K	n/a	n/a
415	NOC Northrop Grumman Corporation	n/a	$24.85M	48.79K	n/a	n/a
416	BMRN BioMarin Pharmaceutical Inc.	n/a	$24.80M	433.38K	n/a	n/a
417	PTCT PTC Therapeutics, Inc.	n/a	$24.67M	302.39K	n/a	n/a
418	PULS PGIM Ultra Short Bond ETF	n/a	$24.65M	497.42K	n/a	n/a
419	ALLW SSGA ACTIVE TR	n/a	$24.61M	840.64K	n/a	n/a
420	DXJ WisdomTree Japan Hedged…	n/a	$24.56M	141.54K	n/a	n/a
421	HDV iShares Core High Dividend…	n/a	$24.52M	894.75K	n/a	n/a
422	DOV Dover Corporation	n/a	$24.41M	108.83K	n/a	n/a
423	IUSV iShares Core S&P U.S. Value…	n/a	$24.36M	221.19K	n/a	n/a
424	JIRE JPMorgan International…	n/a	$24.33M	294.90K	n/a	n/a
425	VDC Vanguard Consumer Staples…	n/a	$24.30M	107.76K	n/a	n/a
426	DAL Delta Air Lines, Inc.	n/a	$24.20M	258.43K	n/a	n/a
427	MYRG MYR Group Inc.	n/a	$24.07M	48.09K	n/a	n/a
428	VICI VICI Properties Inc.	n/a	$24.01M	904.26K	n/a	n/a
429	VST Vistra Corp.	n/a	$23.97M	151.11K	n/a	n/a
430	PSX Phillips 66	n/a	$23.85M	141.07K	n/a	n/a
431	TLH iShares 10-20 Year Treasury…	n/a	$23.75M	236.70K	n/a	n/a
432	ZTS Zoetis Inc.	n/a	$23.74M	330.42K	n/a	n/a
433	IDCC InterDigital, Inc.	n/a	$23.73M	83.83K	n/a	n/a
434	IJT iShares S&P Small-Cap 600…	n/a	$23.70M	132.68K	n/a	n/a
435	COF Capital One Financial…	n/a	$23.63M	117.80K	n/a	n/a
436	HEDJ WISDOMTREE TR	n/a	$23.58M	413.71K	n/a	n/a
437	PDP INVESCO EXCHANGE TRADED FD T	n/a	$23.57M	155.36K	n/a	n/a
438	EMXC iShares MSCI Emerging…	n/a	$23.53M	229.97K	n/a	n/a
439	MGA Magna International Inc.	n/a	$23.41M	356.53K	n/a	n/a
440	TXRH Texas Roadhouse, Inc.	n/a	$23.35M	120.82K	n/a	n/a
441	TCAF T. Rowe Price Capital…	n/a	$23.26M	565.89K	n/a	n/a
442	DFIV Dimensional - International…	n/a	$23.22M	429.83K	n/a	n/a
443	AVUV Avantis U.S. Small Cap…	n/a	$23.19M	185.86K	n/a	n/a
444	FJAN FIRST TR EXCHNG TRADED FD VI	n/a	$23.07M	418.82K	n/a	n/a
445	MEAR ISHARES U S ETF TR	n/a	$23.03M	457.12K	n/a	n/a
446	WCMI FIRST TR EXCHANGE-TRADED FD	n/a	$23.01M	1.18M	n/a	n/a
447	JQUA JPMorgan U.S. Quality…	n/a	$22.97M	317.84K	n/a	n/a
448	ULS UL Solutions Inc.	n/a	$22.87M	224.53K	n/a	n/a
449	XLP State Street Consumer…	n/a	$22.81M	274.54K	n/a	n/a
450	VOOG Vanguard S&P 500 Growth ETF	n/a	$22.73M	275.07K	n/a	n/a
451	JMBS Janus Henderson…	n/a	$22.57M	501.23K	n/a	n/a
452	WCC WESCO International, Inc.	n/a	$22.39M	64.83K	n/a	n/a
453	CECO CECO Environmental Corp.	n/a	$22.31M	245.86K	n/a	n/a
454	CINF Cincinnati Financial…	n/a	$22.24M	120.12K	n/a	n/a
455	RTO Rentokil Initial plc	n/a	$22.06M	770.98K	n/a	n/a
456	LULU Lululemon Athletica Inc.	n/a	$22.02M	192.86K	n/a	n/a
457	RBC RBC Bearings Incorporated	n/a	$22.02M	34.19K	n/a	n/a
458	QTWO Q2 Holdings, Inc.	n/a	$21.96M	456.65K	n/a	n/a
459	CCI Crown Castle Inc.	n/a	$21.76M	287.29K	n/a	n/a
460	SPEM State Street SPDR Portfolio…	n/a	$21.72M	419.49K	n/a	n/a
461	MELI MercadoLibre, Inc.	n/a	$21.66M	12.76K	n/a	n/a
462	UTI Universal Technical…	n/a	$21.53M	503.38K	n/a	n/a
463	CDP COPT Defense Properties	n/a	$21.48M	590.27K	n/a	n/a
464	CHDN Churchill Downs Incorporated	n/a	$21.38M	238.54K	n/a	n/a
465	BNY Bank of New York Mellon Corp	n/a	$21.36M	147.72K	n/a	n/a
466	SPSB State Street SPDR Portfolio…	n/a	$21.19M	706.24K	n/a	n/a
467	WYNN Wynn Resorts, Limited	n/a	$21.19M	218.22K	n/a	n/a
468	JGRO JPMorgan Active Growth ETF	n/a	$21.19M	214.89K	n/a	n/a
469	OLLI Ollie's Bargain Outlet…	n/a	$21.11M	274.55K	n/a	n/a
470	VYMI Vanguard International High…	n/a	$20.99M	213.77K	n/a	n/a
471	FFEB FIRST TR EXCHNG TRADED FD VI	n/a	$20.96M	343.70K	n/a	n/a
472	VDE Vanguard Energy ETF	n/a	$20.87M	139.01K	n/a	n/a
473	SCCO Southern Copper Corporation	n/a	$20.54M	117.85K	n/a	n/a
474	CCJ Cameco Corporation	n/a	$20.52M	201.42K	n/a	n/a
475	CET CENTRAL SECS CORP	n/a	$20.47M	390.29K	n/a	n/a
476	SCHD Schwab U.S. Dividend Equity…	n/a	$20.47M	645.55K	n/a	n/a
477	MNST Monster Beverage Corporation	n/a	$20.41M	212.36K	n/a	n/a
478	FFIV F5, Inc.	n/a	$20.34M	48.91K	n/a	n/a
479	CBOE Cboe Global Markets, Inc.	n/a	$20.20M	83.25K	n/a	n/a
480	BUFR FT Vest Laddered Buffer ETF	n/a	$20.17M	552.11K	n/a	n/a
481	CG The Carlyle Group Inc.	n/a	$20.11M	477.66K	n/a	n/a
482	TDG TransDigm Group Incorporated	n/a	$20.01M	15.02K	n/a	n/a
483	SEIC SEI Investments Company	n/a	$20.00M	228.02K	n/a	n/a
484	KNG FT Cboe Vest S&P 500…	n/a	$19.86M	393.34K	n/a	n/a
485	TDVG T ROWE PRICE EXCHANGE-TRADED	n/a	$19.86M	405.01K	n/a	n/a
486	NBIS Nebius Group N.V.	n/a	$19.80M	71.68K	n/a	n/a
487	PJT PJT Partners Inc.	n/a	$19.75M	130.86K	n/a	n/a
488	DFAC Dimensional - US Core…	n/a	$19.58M	441.35K	n/a	n/a
489	SCHX Schwab U.S. Large-Cap ETF	n/a	$19.57M	665.05K	n/a	n/a
490	AIT Applied Industrial…	n/a	$19.54M	57.79K	n/a	n/a
491	OHI Omega Healthcare Investors…	n/a	$19.53M	409.67K	n/a	n/a
492	NVS Novartis AG	n/a	$19.40M	123.79K	n/a	n/a
493	GSLC Goldman Sachs ActiveBeta…	n/a	$19.35M	136.36K	n/a	n/a
494	ACWX iShares MSCI ACWI ex U.S.…	n/a	$19.30M	253.53K	n/a	n/a
495	B Barrick Mining Corporation	n/a	$19.29M	525.11K	n/a	n/a
496	ENB Enbridge Inc.	n/a	$19.25M	355.04K	n/a	n/a
497	KRE State Street SPDR S&P…	n/a	$19.20M	256.48K	n/a	n/a
498	NSC Norfolk Southern Corporation	n/a	$19.17M	60.92K	n/a	n/a
499	KR The Kroger Co.	n/a	$19.14M	344.65K	n/a	n/a
500	TFC Truist Financial Corporation	n/a	$19.05M	382.43K	n/a	n/a

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.

Gestores similares

Gestor	Posições comuns	Sobreposição de nomes	Similaridade ponderada
Morgan Stanley	4602	56.7%	0.9037	Comparar ⇄
UBS Group AG	4484	51.7%	0.8865	Comparar ⇄
Goldman Sachs Group	3733	58.6%	0.8802	Comparar ⇄
Stifel Financial Corp	3141	60.6%	0.8418	Comparar ⇄
Bank Of America Corp /De/	4196	70.6%	0.8401	Comparar ⇄
Wells Fargo & Company/Mn	4457	66.0%	0.8311	Comparar ⇄
Fifth Third Bancorp	3648	69.2%	0.8264	Comparar ⇄
Osaic Holdings, Inc.	4578	59.8%	0.8155	Comparar ⇄

Similaridade apenas de posições compradas reportadas; hedges e ativos fora do 13F são invisíveis. Metodologia

Histórico de registros

Aug 13 2026 13F-HR · período Q2 2026

$65.22B · 11,392 posições listadas · Ver filing original na SEC ↗

May 14 2026 13F-HR · período Q1 2026

$56.40B · 11,499 posições listadas · Ver filing original na SEC ↗

Mar 17 2026 13F-HR/A · período Q4 2025

$55.53B · 7,364 posições listadas · emenda (restatement) · Ver filing original na SEC ↗

Feb 17 2026 13F-HR · período Q4 2025

$55.55B · 7,371 posições listadas · Ver filing original na SEC ↗

Nov 14 2025 13F-HR · período Q3 2025

$51.12B · 6,202 posições listadas · Ver filing original na SEC ↗

Aug 14 2025 13F-HR/A · período Q2 2025

$45.60B · 3,211 posições listadas · emenda (new holdings) · Ver filing original na SEC ↗

Aug 08 2025 13F-HR · período Q2 2025

$39.83B · 3,065 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: Q2 2026 · último registro Aug 13, 2026 · Metodologia de variação

☆ Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P.