운용사 기록 · 과거 분기 (아카이브)

Stifel Financial Corp

St. Louis, MO · CIK 720672 · EDGAR 공시 ↗

Q2 2026 Q1 2026 Q4 2025 변동 ⇄

$111.17B보고된 13F 가치

9,512포지션

17.7%상위 10개 비중

164.20유효 보유 종목

—추정 회전율

+0신규

−0청산

보고된 13F 포트폴리오 가치는 미국 보고 의무 대상 롱 포지션만을 포함하며 — 현금, 채권, 숏 또는 비미국 자산은 제외됩니다. 운용자산(AUM)이 아닙니다. 비교 가능한 이전 공시 없음 — 이번 분기 변경 열을 사용할 수 없습니다.

분기별 보고 가치 Q4 2025 → Q2 2026

섹터 익스포저

금융 서비스 38.2%

기술 20.8%

산업재 9.4%

헬스케어 8.0%

경기소비재 6.1%

필수소비재 5.8%

커뮤니케이션 서비스 4.8%

에너지 2.8%

기초소재 1.7%

유틸리티 1.4%

부동산 1.1%

보고된 보통주 가치 대비 비중; (±pp) 전 분기 대비.

포트폴리오 · Q4 2025

#	증권	비중	가치	주식 수	Δ 주식 수		보유
1	MSFT Microsoft Corporation	3.1%	$3.39B	7.02M	—	n/c	1
2	NVDA NVIDIA Corporation	2.9%	$3.18B	17.07M	—	n/c	1
3	AAPL Apple Inc.	2.8%	$3.07B	11.30M	—	n/c	1
4	AMZN Amazon.com, Inc.	1.7%	$1.93B	8.35M	—	n/c	1
5	GOOGL Alphabet Inc.	1.7%	$1.86B	5.94M	—	n/c	1
6	AVGO Broadcom Inc.	1.4%	$1.60B	4.62M	—	n/c	1
7	JPM JPMorgan Chase & Co.	1.1%	$1.26B	3.90M	—	n/c	1
8	V Visa Inc.	1.1%	$1.18B	3.38M	—	n/c	1
9	SPY State Street SPDR S&P 500…	1.0%	$1.14B	1.68M	—	n/c	1
10	WMT Walmart Inc.	1.0%	$1.08B	9.73M	—	n/c	1
11	GOOG Alphabet Inc.	1.0%	$1.06B	3.38M	—	n/c	1
12	CSCO Cisco Systems, Inc.	0.9%	$1.04B	13.45M	—	n/c	1
13	JNJ Johnson & Johnson	0.9%	$1.01B	4.90M	—	n/c	1
14	IEFA iShares Core MSCI EAFE ETF	0.9%	$994.38M	11.12M	—	n/c	1
15	VOO Vanguard S&P 500 ETF	0.9%	$979.15M	1.56M	—	n/c	1
16	META Meta Platforms, Inc.	0.8%	$935.49M	1.42M	—	n/c	1
17	PEP PepsiCo, Inc.	0.8%	$914.77M	6.37M	—	n/c	1
18	MRK Merck & Co., Inc.	0.8%	$899.67M	8.55M	—	n/c	1
19	HD The Home Depot, Inc.	0.8%	$857.30M	2.49M	—	n/c	1
20	IVW iShares S&P 500 Growth ETF	0.8%	$853.32M	6.92M	—	n/c	1
21	LLY Eli Lilly and Company	0.8%	$852.97M	793.59K	—	n/c	1
22	IBM International Business…	0.7%	$807.87M	2.73M	—	n/c	1
23	AGG iShares Core U.S. Aggregate…	0.7%	$749.74M	7.51M	—	n/c	1
24	IVE iShares S&P 500 Value ETF	0.6%	$689.35M	3.25M	—	n/c	1
25	PG The Procter & Gamble Company	0.6%	$648.04M	4.52M	—	n/c	1
26	COST Costco Wholesale Corporation	0.6%	$624.39M	723.88K	—	n/c	1
27	QQQ Invesco QQQ Trust, Series 1	0.6%	$611.81M	995.78K	—	n/c	1
28	IWF iShares Russell 1000 Growth…	0.5%	$607.81M	1.28M	—	n/c	1
29	ACN Accenture plc	0.5%	$601.24M	2.24M	—	n/c	1
30	LMT Lockheed Martin Corporation	0.5%	$598.94M	1.24M	—	n/c	1
31	KO The Coca-Cola Company	0.5%	$597.27M	8.54M	—	n/c	1
32	ABBV AbbVie Inc.	0.5%	$563.85M	2.47M	—	n/c	1
33	MDT Medtronic plc	0.5%	$563.67M	5.87M	—	n/c	1
34	VEA Vanguard FTSE Developed…	0.5%	$561.69M	8.99M	—	n/c	1
35	AMGN Amgen Inc.	0.5%	$521.90M	1.59M	—	n/c	1
36	UNP Union Pacific Corporation	0.5%	$510.30M	2.21M	—	n/c	1
37	TXN Texas Instruments…	0.5%	$509.26M	2.94M	—	n/c	1
38	ABT Abbott Laboratories	0.4%	$494.61M	3.95M	—	n/c	1
39	APH Amphenol Corporation	0.4%	$493.48M	3.65M	—	n/c	1
40	WM Waste Management, Inc.	0.4%	$482.39M	2.20M	—	n/c	1
41	CVX Chevron Corporation	0.4%	$482.17M	3.16M	—	n/c	1
42	XONA.DE Exxon Mobil Corporation	0.4%	$480.42M	3.99M	—	n/c	1
43	TJX The TJX Companies, Inc.	0.4%	$473.54M	3.08M	—	n/c	1
44	CMI Cummins Inc.	0.4%	$471.09M	922.87K	—	n/c	1
45	IVV iShares Core S&P 500 ETF	0.4%	$468.47M	683.93K	—	n/c	1
46	BRK-B Berkshire Hathaway Inc.	0.4%	$464.62M	924.34K	—	n/c	1
47	ADP Automatic Data Processing…	0.4%	$461.24M	1.79M	—	n/c	1
48	NFLX Netflix, Inc.	0.4%	$455.97M	4.86M	—	n/c	1
49	ETN Eaton Corporation plc	0.4%	$452.17M	1.42M	—	n/c	1
50	MA Mastercard Incorporated	0.4%	$446.60M	782.21K	—	n/c	1
51	BIL State Street SPDR Bloomberg…	0.4%	$426.15M	4.66M	—	n/c	1
52	ITW Illinois Tool Works Inc.	0.4%	$408.05M	1.66M	—	n/c	1
53	IWD iShares Russell 1000 Value…	0.4%	$403.08M	1.92M	—	n/c	1
54	MRSH Marsh & McLennan Companies…	0.4%	$400.43M	2.16M	—	n/c	1
55	PANW Palo Alto Networks, Inc.	0.4%	$396.29M	2.15M	—	n/c	1
56	CL Colgate-Palmolive Company	0.4%	$395.80M	5.01M	—	n/c	1
57	TMO Thermo Fisher Scientific…	0.4%	$394.65M	681.01K	—	n/c	1
58	VMBS Vanguard Mortgage-Backed…	0.4%	$390.69M	8.30M	—	n/c	1
59	RTX RTX Corporation	0.4%	$390.50M	2.13M	—	n/c	1
60	APD Air Products and Chemicals…	0.3%	$389.16M	1.58M	—	n/c	1
61	GWW W.W. Grainger, Inc.	0.3%	$375.29M	371.89K	—	n/c	1
62	TSCO Tractor Supply Company	0.3%	$373.48M	7.47M	—	n/c	1
63	VUG Vanguard Morningstar Growth…	0.3%	$361.71M	741.33K	—	n/c	1
64	CHD Church & Dwight Co., Inc.	0.3%	$360.44M	4.30M	—	n/c	1
65	MBB iShares MBS ETF	0.3%	$352.25M	3.70M	—	n/c	1
66	TSLA Tesla, Inc.	0.3%	$349.24M	776.58K	—	n/c	1
67	USIG iShares Broad USD…	0.3%	$347.93M	6.72M	—	n/c	1
68	MCD McDonald's Corporation	0.3%	$347.75M	1.14M	—	n/c	1
69	RSG Republic Services, Inc.	0.3%	$347.45M	1.64M	—	n/c	1
70	CAT Caterpillar Inc.	0.3%	$346.89M	605.48K	—	n/c	1
71	MCO Moody's Corporation	0.3%	$344.06M	673.50K	—	n/c	1
72	HON Honeywell International Inc.	0.3%	$333.37M	1.71M	—	n/c	1
73	IEMG iShares Core MSCI Emerging…	0.3%	$333.07M	4.95M	—	n/c	1
74	BR Broadridge Financial…	0.3%	$322.74M	1.45M	—	n/c	1
75	VTV Vanguard Morningstar Value…	0.3%	$319.82M	1.67M	—	n/c	1
76	QUAL iShares MSCI USA Quality…	0.3%	$316.36M	1.59M	—	n/c	1
77	VGT Vanguard Information…	0.3%	$308.42M	409.14K	—	n/c	1
78	VB Vanguard Morningstar…	0.3%	$304.29M	1.18M	—	n/c	1
79	VZ Verizon Communications Inc.	0.3%	$296.50M	7.28M	—	n/c	1
80	GLD SPDR Gold Shares	0.3%	$294.21M	742.37K	—	n/c	1
81	CRM Salesforce, Inc.	0.3%	$293.54M	1.11M	—	n/c	1
82	NOW ServiceNow, Inc.	0.3%	$292.96M	1.91M	—	n/c	1
83	MS Morgan Stanley	0.3%	$290.46M	1.64M	—	n/c	1
84	ISRG Intuitive Surgical, Inc.	0.3%	$290.14M	512.29K	—	n/c	1
85	FERG Ferguson plc	0.3%	$287.79M	1.29M	—	n/c	1
86	SF Stifel Financial Corp	0.3%	$286.17M	2.29M	—	n/c	1
87	TSM Taiwan Semiconductor…	0.3%	$285.69M	940.10K	—	n/c	1
88	BAC Bank of America Corporation	0.3%	$283.46M	5.15M	—	n/c	1
89	GS The Goldman Sachs Group…	0.2%	$273.15M	310.69K	—	n/c	1
90	MSI Motorola Solutions, Inc.	0.2%	$271.43M	708.08K	—	n/c	1
91	SPGI S&P Global Inc.	0.2%	$265.88M	508.74K	—	n/c	1
92	AXP American Express Company	0.2%	$262.46M	709.35K	—	n/c	1
93	CB Chubb Limited	0.2%	$261.58M	838.01K	—	n/c	1
94	INTU Intuit Inc.	0.2%	$261.21M	394.29K	—	n/c	1
95	IEI iShares 3-7 Year Treasury…	0.2%	$259.71M	2.18M	—	n/c	1
96	GLW Corning Inc	0.2%	$258.28M	2.95M	—	n/c	1
97	ADBE Adobe Inc.	0.2%	$256.28M	732.24K	—	n/c	1
98	PLD Prologis, Inc.	0.2%	$254.52M	1.99M	—	n/c	1
99	VWO Vanguard FTSE Emerging…	0.2%	$253.79M	4.72M	—	n/c	1
100	ASML ASML Holding N.V.	0.2%	$250.31M	233.96K	—	n/c	1
101	XLK State Street Technology…	0.2%	$250.09M	1.74M	—	n/c	1
102	VEU Vanguard FTSE All-World…	0.2%	$249.53M	3.39M	—	n/c	1
103	WFC Wells Fargo & Company	0.2%	$246.73M	2.65M	—	n/c	1
104	VTI Vanguard Morningstar Total…	0.2%	$246.28M	734.56K	—	n/c	1
105	EQAL INVESCO EXCH TRADED FD TR II	0.2%	$245.06M	4.66M	—	n/c	1
106	GVI iShares Intermediate…	0.2%	$237.19M	2.21M	—	n/c	1
107	LIN Linde plc	0.2%	$236.77M	555.24K	—	n/c	1
108	NEE NextEra Energy, Inc.	0.2%	$236.55M	2.95M	—	n/c	1
109	SPDW State Street SPDR Portfolio…	0.2%	$235.13M	5.29M	—	n/c	1
110	PH Parker-Hannifin Corporation	0.2%	$232.79M	264.83K	—	n/c	1
111	VIG Vanguard Dividend…	0.2%	$232.66M	1.06M	—	n/c	1
112	GE GE Aerospace	0.2%	$231.93M	752.94K	—	n/c	1
113	ADI Analog Devices, Inc.	0.2%	$231.73M	854.40K	—	n/c	1
114	PFE Pfizer Inc.	0.2%	$231.01M	9.28M	—	n/c	1
115	CTAS Cintas Corporation	0.2%	$230.66M	1.23M	—	n/c	1
116	UBER Uber Technologies, Inc.	0.2%	$224.06M	2.74M	—	n/c	1
117	HSY The Hershey Company	0.2%	$223.33M	1.23M	—	n/c	1
118	SYK Stryker Corporation	0.2%	$222.63M	633.40K	—	n/c	1
119	ITOT iShares Core S&P Total U.S.…	0.2%	$222.53M	1.50M	—	n/c	1
120	WMB The Williams Companies, Inc.	0.2%	$221.78M	3.69M	—	n/c	1
121	QCOM QUALCOMM Incorporated	0.2%	$221.09M	1.29M	—	n/c	1
122	WT WisdomTree, Inc.	0.2%	$220.11M	3.84M	—	n/c	1
123	HYG iShares iBoxx $ High Yield…	0.2%	$219.31M	2.72M	—	n/c	1
124	PM Philip Morris International…	0.2%	$217.84M	1.36M	—	n/c	1
125	BA The Boeing Company	0.2%	$215.62M	1.00M	—	n/c	1
126	UNH UnitedHealth Group…	0.2%	$215.51M	652.80K	—	n/c	1
127	BX Blackstone Inc.	0.2%	$211.66M	1.37M	—	n/c	1
128	ORCL Oracle Corporation	0.2%	$211.43M	1.08M	—	n/c	1
129	VYM Vanguard High Dividend…	0.2%	$210.50M	1.47M	—	n/c	1
130	MET MetLife, Inc.	0.2%	$210.04M	2.66M	—	n/c	1
131	RSP Invesco S&P 500 Equal…	0.2%	$209.58M	1.09M	—	n/c	1
132	ORLY O'Reilly Automotive, Inc.	0.2%	$208.99M	2.29M	—	n/c	1
133	CGDV Capital Group Dividend…	0.2%	$208.70M	4.78M	—	n/c	1
134	VO Vanguard Morningstar…	0.2%	$206.51M	711.50K	—	n/c	1
135	UPS United Parcel Service, Inc.	0.2%	$205.01M	2.07M	—	n/c	1
136	IJR iShares Core S&P Small-Cap…	0.2%	$204.40M	1.70M	—	n/c	1
137	AMAT Applied Materials, Inc.	0.2%	$202.10M	786.31K	—	n/c	1
138	C Citigroup Inc.	0.2%	$201.86M	1.73M	—	n/c	1
139	BSX Boston Scientific…	0.2%	$201.62M	2.11M	—	n/c	1
140	GEV GE Vernova Inc.	0.2%	$199.52M	305.27K	—	n/c	1
141	DE Deere & Company	0.2%	$198.47M	426.19K	—	n/c	1
142	IAU iShares Gold Trust	0.2%	$197.43M	2.43M	—	n/c	1
143	DGRO iShares Core Dividend…	0.2%	$185.92M	2.68M	—	n/c	1
144	EUSA iShares MSCI USA Equal…	0.2%	$185.20M	1.79M	—	n/c	1
145	SPYG State Street SPDR Portfolio…	0.2%	$184.51M	1.73M	—	n/c	1
146	IGSB iShares 1-5 Year Investment…	0.2%	$184.39M	3.49M	—	n/c	1
147	SCHR Schwab Intermediate-Term…	0.2%	$181.84M	7.25M	—	n/c	1
148	USB U.S. Bancorp	0.2%	$179.75M	3.37M	—	n/c	1
149	MRVL Marvell Technology, Inc.	0.2%	$177.70M	2.09M	—	n/c	1
150	CRWD CrowdStrike Holdings, Inc.	0.2%	$174.96M	373.23K	—	n/c	1
151	DHR Danaher Corporation	0.2%	$174.25M	761.18K	—	n/c	1
152	TGT Target Corporation	0.2%	$172.30M	1.76M	—	n/c	1
153	RDVY First Trust Rising Dividend…	0.2%	$172.05M	2.48M	—	n/c	1
154	SPMB State Street SPDR Portfolio…	0.2%	$170.42M	7.60M	—	n/c	1
155	GILD Gilead Sciences, Inc.	0.2%	$170.20M	1.39M	—	n/c	1
156	BLK BlackRock, Inc.	0.1%	$166.86M	155.82K	—	n/c	1
157	IJH iShares Core S&P Mid-Cap ETF	0.1%	$163.62M	2.48M	—	n/c	1
158	IWM iShares Russell 2000 ETF	0.1%	$163.32M	663.43K	—	n/c	1
159	JEPI JPMorgan Equity Premium…	0.1%	$161.94M	2.83M	—	n/c	1
160	TLH iShares 10-20 Year Treasury…	0.1%	$161.80M	1.59M	—	n/c	1
161	SDVY First Trust SMID Cap Rising…	0.1%	$159.71M	4.17M	—	n/c	1
162	JBHT J.B. Hunt Transport…	0.1%	$156.73M	806.50K	—	n/c	1
163	DYNF iShares U.S. Equity Factor…	0.1%	$154.42M	2.54M	—	n/c	1
164	PWR Quanta Services, Inc.	0.1%	$151.38M	358.63K	—	n/c	1
165	FAST Fastenal Company	0.1%	$149.78M	3.73M	—	n/c	1
166	CTSH Cognizant Technology…	0.1%	$149.48M	1.80M	—	n/c	1
167	XLF State Street Financial…	0.1%	$149.26M	2.73M	—	n/c	1
168	PLTR Palantir Technologies Inc.	0.1%	$148.56M	835.75K	—	n/c	1
169	LOW Lowe's Companies, Inc.	0.1%	$148.30M	614.89K	—	n/c	1
170	EFA iShares MSCI EAFE ETF	0.1%	$147.26M	1.53M	—	n/c	1
171	SCHO Schwab Short-Term U.S.…	0.1%	$146.90M	6.03M	—	n/c	1
172	VTWO Vanguard Russell 2000 ETF	0.1%	$144.19M	1.45M	—	n/c	1
173	VONE Vanguard Russell 1000 ETF	0.1%	$142.82M	462.14K	—	n/c	1
174	VOT Vanguard Morningstar…	0.1%	$140.73M	504.14K	—	n/c	1
175	TFC Truist Financial Corporation	0.1%	$137.29M	2.79M	—	n/c	1
176	ROL Rollins, Inc.	0.1%	$137.10M	2.28M	—	n/c	1
177	GLDM SPDR Gold MiniShares Trust	0.1%	$137.01M	1.60M	—	n/c	1
178	IEF iShares 7-10 Year Treasury…	0.1%	$136.75M	1.42M	—	n/c	1
179	SHEL Shell plc	0.1%	$136.75M	1.86M	—	n/c	1
180	ENB Enbridge Inc.	0.1%	$136.64M	2.86M	—	n/c	1
181	SLB Slb N.V.	0.1%	$135.52M	3.53M	—	n/c	1
182	CASY Casey's General Stores, Inc.	0.1%	$134.52M	243.34K	—	n/c	1
183	CNI Canadian National Railway…	0.1%	$134.28M	1.36M	—	n/c	1
184	EQIX Equinix, Inc.	0.1%	$132.18M	172.45K	—	n/c	1
185	SNA Snap-on Incorporated	0.1%	$128.49M	372.86K	—	n/c	1
186	EPD Enterprise Products…	0.1%	$127.56M	3.98M	—	n/c	1
187	IUSB iShares Core Universal USD…	0.1%	$126.86M	2.73M	—	n/c	1
188	LRCX Lam Research Corporation	0.1%	$126.07M	736.44K	—	n/c	1
189	VOE Vanguard Morningstar…	0.1%	$125.59M	708.05K	—	n/c	1
190	DIS The Walt Disney Company	0.1%	$125.16M	1.10M	—	n/c	1
191	WEC WEC Energy Group, Inc.	0.1%	$124.42M	1.18M	—	n/c	1
192	EMR Emerson Electric Co.	0.1%	$124.12M	935.22K	—	n/c	1
193	TLT iShares 20+ Year Treasury…	0.1%	$123.47M	1.42M	—	n/c	1
194	AZN AstraZeneca PLC	0.1%	$118.48M	1.29M	—	n/c	1
195	AEP American Electric Power…	0.1%	$116.28M	1.01M	—	n/c	1
196	SPYV State Street SPDR Portfolio…	0.1%	$116.27M	2.05M	—	n/c	1
197	AWK American Water Works…	0.1%	$114.51M	877.43K	—	n/c	1
198	SHY iShares 1-3 Year Treasury…	0.1%	$114.41M	1.38M	—	n/c	1
199	PKG Packaging Corporation of…	0.1%	$114.28M	554.14K	—	n/c	1
200	NKE NIKE, Inc.	0.1%	$114.00M	1.79M	—	n/c	1
201	SHW The Sherwin-Williams Company	0.1%	$113.23M	349.39K	—	n/c	1
202	LQD iShares iBoxx $ Investment…	0.1%	$113.07M	1.03M	—	n/c	1
203	BHVN Biohaven Ltd.	0.1%	$112.22M	9.94M	—	n/c	1
204	BN Brookfield Corporation	0.1%	$112.04M	2.44M	—	n/c	1
205	COF Capital One Financial…	0.1%	$109.89M	453.42K	—	n/c	1
206	BRK-A Berkshire Hathaway Inc.	0.1%	$108.69M	144	—	n/c	1
207	PAYX Paychex, Inc.	0.1%	$108.50M	967.14K	—	n/c	1
208	BMY Bristol-Myers Squibb Company	0.1%	$107.36M	1.99M	—	n/c	1
209	XLV State Street Health Care…	0.1%	$106.93M	690.73K	—	n/c	1
210	FVD First Trust Value Line…	0.1%	$106.92M	2.32M	—	n/c	1
211	ANET Arista Networks, Inc.	0.1%	$106.82M	815.25K	—	n/c	1
212	CMCSA Comcast Corporation	0.1%	$106.51M	3.56M	—	n/c	1
213	ET Energy Transfer LP	0.1%	$106.16M	6.44M	—	n/c	1
214	SGOV iShares 0-3 Month Treasury…	0.1%	$105.31M	1.05M	—	n/c	1
215	VRT Vertiv Holdings Co	0.1%	$104.68M	646.12K	—	n/c	1
216	SCHW The Charles Schwab…	0.1%	$104.26M	1.04M	—	n/c	1
217	CGGR Capital Group Growth ETF	0.1%	$104.09M	2.34M	—	n/c	1
218	TBIL F/m US Treasury 3 Month…	0.1%	$103.23M	2.07M	—	n/c	1
219	PULS PGIM Ultra Short Bond ETF	0.1%	$103.13M	2.08M	—	n/c	1
220	DELL Dell Technologies Inc.	0.1%	$102.77M	816.37K	—	n/c	1
221	XLE State Street Energy Select…	0.1%	$101.76M	2.28M	—	n/c	1
222	EWJ iShares MSCI Japan ETF	0.1%	$101.45M	1.26M	—	n/c	1
223	ABNB Airbnb, Inc.	0.1%	$99.71M	734.65K	—	n/c	1
224	PVAL Putnam Focused Large Cap…	0.1%	$98.36M	2.16M	—	n/c	1
225	PRU Prudential Financial, Inc.	0.1%	$98.11M	869.14K	—	n/c	1
226	LECO Lincoln Electric Holdings…	0.1%	$98.05M	409.16K	—	n/c	1
227	EMXC iShares MSCI Emerging…	0.1%	$97.55M	1.34M	—	n/c	1
228	VLO Valero Energy Corporation	0.1%	$96.91M	595.31K	—	n/c	1
229	VCSH Vanguard Short-Term…	0.1%	$96.88M	1.22M	—	n/c	1
230	SHV iShares Trust iShares 0-1…	0.1%	$96.17M	873.06K	—	n/c	1
231	JKHY Jack Henry & Associates…	0.1%	$96.11M	526.64K	—	n/c	1
232	IWB iShares Russell 1000 ETF	0.1%	$95.75M	256.41K	—	n/c	1
233	DUK Duke Energy Corporation	0.1%	$95.28M	812.90K	—	n/c	1
234	MO Altria Group, Inc.	0.1%	$94.75M	1.64M	—	n/c	1
235	SLV iShares Silver Trust	0.1%	$94.58M	1.47M	—	n/c	1
236	SBUX Starbucks Corporation	0.1%	$94.42M	1.12M	—	n/c	1
237	TM Toyota Motor Corporation	0.1%	$94.00M	439.11K	—	n/c	1
238	AMD Advanced Micro Devices, Inc.	0.1%	$93.70M	437.53K	—	n/c	1
239	SO The Southern Company	0.1%	$92.90M	1.07M	—	n/c	1
240	COP ConocoPhillips	0.1%	$92.89M	992.28K	—	n/c	1
241	JPST JPMorgan Ultra-Short Income…	0.1%	$91.92M	1.82M	—	n/c	1
242	MU Micron Technology, Inc.	0.1%	$90.73M	317.86K	—	n/c	1
243	PNC The PNC Financial Services…	0.1%	$90.54M	433.77K	—	n/c	1
244	GDX VanEck Gold Miners ETF	0.1%	$89.20M	1.04M	—	n/c	1
245	EFV iShares MSCI EAFE Value ETF	0.1%	$89.01M	1.25M	—	n/c	1
246	ACGL Arch Capital Group Ltd.	0.1%	$88.26M	920.10K	—	n/c	1
247	SPTL State Street SPDR Portfolio…	0.1%	$87.90M	3.32M	—	n/c	1
248	KMB Kimberly-Clark Corporation	0.1%	$87.01M	862.44K	—	n/c	1
249	GD General Dynamics Corporation	0.1%	$86.84M	257.90K	—	n/c	1
250	DOW Dow Inc.	0.1%	$86.67M	3.71M	—	n/c	1
251	DIA State Street SPDR Dow Jones…	0.1%	$86.55M	180.08K	—	n/c	1
252	XEL Xcel Energy Inc.	0.1%	$85.95M	1.16M	—	n/c	1
253	STLD Steel Dynamics, Inc.	0.1%	$85.32M	503.50K	—	n/c	1
254	DOX Amdocs Limited	0.1%	$84.87M	1.05M	—	n/c	1
255	XLC State Street Communication…	0.1%	$84.43M	717.25K	—	n/c	1
256	IGIB iShares 5-10 Year…	0.1%	$83.97M	1.56M	—	n/c	1
257	COWZ Pacer US Cash Cows 100 ETF	0.1%	$83.90M	1.39M	—	n/c	1
258	OEF iShares S&P 100 ETF	0.1%	$83.47M	243.36K	—	n/c	1
259	XLU State Street Utilities…	0.1%	$83.25M	1.95M	—	n/c	1
260	CEG Constellation Energy…	0.1%	$82.99M	234.89K	—	n/c	1
261	T AT&T Inc.	0.1%	$82.77M	3.33M	—	n/c	1
262	URI United Rentals, Inc.	0.1%	$82.16M	101.50K	—	n/c	1
263	XLY State Street Consumer…	0.1%	$81.07M	678.94K	—	n/c	1
264	MINT PIMCO Enhanced Short…	0.1%	$79.02M	787.55K	—	n/c	1
265	MTUM iShares MSCI USA Momentum…	0.1%	$78.91M	315.24K	—	n/c	1
266	STT State Street Corporation	0.1%	$78.73M	610.29K	—	n/c	1
267	TROW T. Rowe Price Group, Inc.	0.1%	$78.42M	765.99K	—	n/c	1
268	FDX FedEx Corporation	0.1%	$78.09M	270.32K	—	n/c	1
269	MGK Vanguard Morningstar Mega…	0.1%	$77.78M	188.42K	—	n/c	1
270	FDL First Trust Morningstar…	0.1%	$77.52M	1.75M	—	n/c	1
271	JAAA Janus Henderson AAA CLO ETF	0.1%	$76.28M	1.51M	—	n/c	1
272	VBR Vanguard Morningstar…	0.1%	$75.75M	357.65K	—	n/c	1
273	ROK Rockwell Automation, Inc.	0.1%	$75.70M	194.57K	—	n/c	1
274	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$74.73M	1.49M	—	n/c	1
275	GPC Genuine Parts Company	0.1%	$74.59M	606.63K	—	n/c	1
276	RGA Reinsurance Group of…	0.1%	$74.51M	366.23K	—	n/c	1
277	XLI State Street Industrial…	0.1%	$74.41M	479.72K	—	n/c	1
278	VXUS Vanguard Total…	0.1%	$74.26M	984.36K	—	n/c	1
279	O Realty Income Corporation	0.1%	$74.25M	1.32M	—	n/c	1
280	VGK Vanguard FTSE Europe ETF	0.1%	$74.23M	887.76K	—	n/c	1
281	ICE Intercontinental Exchange…	0.1%	$74.11M	457.51K	—	n/c	1
282	JEPQ JPMorgan Nasdaq Equity…	0.1%	$73.98M	1.27M	—	n/c	1
283	MTB M&T Bank Corporation	0.1%	$73.98M	367.17K	—	n/c	1
284	MPWR Monolithic Power Systems…	0.1%	$73.17M	80.71K	—	n/c	1
285	MDY State Street SPDR S&P…	0.1%	$72.76M	120.61K	—	n/c	1
286	MNST Monster Beverage Corporation	0.1%	$72.75M	948.89K	—	n/c	1
287	EBAY eBay Inc.	0.1%	$72.66M	834.22K	—	n/c	1
288	TMUS T-Mobile US, Inc.	0.1%	$72.49M	356.98K	—	n/c	1
289	BDX Becton, Dickinson and…	0.1%	$71.23M	366.98K	—	n/c	1
290	TT Trane Technologies plc	0.1%	$70.96M	182.30K	—	n/c	1
291	SCHG Schwab U.S. Large-Cap…	0.1%	$70.95M	2.18M	—	n/c	1
292	MPLX MPLX Lp	0.1%	$70.88M	1.33M	—	n/c	1
293	MDLZ Mondelez International, Inc.	0.1%	$70.74M	1.31M	—	n/c	1
294	FTSM First Trust Enhanced Short…	0.1%	$70.64M	1.18M	—	n/c	1
295	LNG Cheniere Energy, Inc.	0.1%	$70.50M	362.62K	—	n/c	1
296	FCX Freeport-McMoRan Inc.	0.1%	$69.63M	1.37M	—	n/c	1
297	ITA iShares U.S. Aerospace &…	0.1%	$69.52M	323.75K	—	n/c	1
298	APP AppLovin Corporation	0.1%	$69.28M	102.81K	—	n/c	1
299	VRTX Vertex Pharmaceuticals…	0.1%	$69.11M	152.45K	—	n/c	1
300	IYR iShares U.S. Real Estate ETF	0.1%	$68.95M	734.38K	—	n/c	1
301	FTCS First Trust Capital…	0.1%	$68.70M	742.63K	—	n/c	1
302	HEI-A HEICO Corporation	0.1%	$68.62M	271.85K	—	n/c	1
303	ZTS Zoetis Inc.	0.1%	$67.65M	537.60K	—	n/c	1
304	BSV Vanguard Short-Term Bond ETF	0.1%	$67.09M	851.33K	—	n/c	1
305	HYBB ISHARES TR	0.1%	$66.75M	1.42M	—	n/c	1
306	SDY State Street SPDR S&P…	0.1%	$66.52M	477.99K	—	n/c	1
307	SPG Simon Property Group, Inc.	0.1%	$66.49M	359.19K	—	n/c	1
308	CLX The Clorox Company	0.1%	$66.40M	658.48K	—	n/c	1
309	MUB iShares National Muni Bond…	0.1%	$66.30M	619.00K	—	n/c	1
310	TDG TransDigm Group Incorporated	0.1%	$66.02M	49.65K	—	n/c	1
311	SHOP Shopify Inc.	0.1%	$65.58M	407.38K	—	n/c	1
312	CVS CVS Health Corp.	0.1%	$65.50M	825.38K	—	n/c	1
313	NOC Northrop Grumman Corporation	0.1%	$65.06M	114.08K	—	n/c	1
314	SPHQ Invesco S&P 500 Quality ETF	0.1%	$65.03M	866.50K	—	n/c	1
315	OKE ONEOK, Inc.	0.1%	$64.86M	882.37K	—	n/c	1
316	LPLA LPL Financial Holdings Inc.	0.1%	$64.72M	181.20K	—	n/c	1
317	FTNT Fortinet, Inc.	0.1%	$64.66M	814.32K	—	n/c	1
318	NVO Novo Nordisk A/S	0.1%	$64.50M	1.27M	—	n/c	1
319	IYW iShares U.S. Technology ETF	0.1%	$64.03M	320.62K	—	n/c	1
320	KLAC KLA Corporation	0.1%	$63.95M	52.62K	—	n/c	1
321	LHX L3Harris Technologies, Inc.	0.1%	$63.65M	216.76K	—	n/c	1
322	VFH Vanguard Financials ETF	0.1%	$62.71M	469.79K	—	n/c	1
323	MMM 3M Company	0.1%	$62.39M	389.68K	—	n/c	1
324	USMV iShares MSCI USA Min Vol…	0.1%	$61.72M	655.43K	—	n/c	1
325	SCHD Schwab U.S. Dividend Equity…	0.1%	$61.68M	2.25M	—	n/c	1
326	VNQ Vanguard Real Estate ETF	0.1%	$60.94M	688.62K	—	n/c	1
327	IEUR iShares Core MSCI Europe ETF	0.1%	$60.63M	854.17K	—	n/c	1
328	VHT Vanguard Health Care ETF	0.1%	$60.07M	208.66K	—	n/c	1
329	ILMN Illumina, Inc.	0.1%	$59.95M	457.10K	—	n/c	1
330	RDVI FT Vest Rising Dividend…	0.1%	$59.31M	2.26M	—	n/c	1
331	CGXU Capital Group International…	0.1%	$58.76M	1.99M	—	n/c	1
332	HWM Howmet Aerospace Inc.	0.1%	$58.11M	283.44K	—	n/c	1
333	NEM Newmont Corporation	0.1%	$57.58M	576.66K	—	n/c	1
334	KMI Kinder Morgan, Inc.	0.1%	$56.66M	2.06M	—	n/c	1
335	BND Vanguard Total Bond Market…	0.1%	$56.18M	758.50K	—	n/c	1
336	SPSM State Street SPDR Portfolio…	0.1%	$56.09M	1.20M	—	n/c	1
337	XLG Invesco S&P 500 Top 50 ETF	0.1%	$56.05M	945.53K	—	n/c	1
338	CGMU Capital Group Municipal…	0.1%	$55.71M	2.03M	—	n/c	1
339	BKNG Booking Holdings Inc.	0.1%	$55.60M	10.38K	—	n/c	1
340	TCAF T. Rowe Price Capital…	0.1%	$55.04M	1.44M	—	n/c	1
341	XLP State Street Consumer…	0.0%	$54.98M	707.73K	—	n/c	1
342	ECL Ecolab Inc.	0.0%	$54.91M	209.13K	—	n/c	1
343	CGCP Capital Group Core Plus…	0.0%	$54.67M	2.41M	—	n/c	1
344	VCIT Vanguard Intermediate-Term…	0.0%	$54.67M	652.72K	—	n/c	1
345	WDAY Workday, Inc.	0.0%	$54.58M	254.11K	—	n/c	1
346	MCK McKesson Corporation	0.0%	$54.25M	66.13K	—	n/c	1
347	DLR Digital Realty Trust, Inc.	0.0%	$54.15M	350.03K	—	n/c	1
348	SWK Stanley Black & Decker, Inc.	0.0%	$54.02M	727.27K	—	n/c	1
349	AMT American Tower Corporation	0.0%	$53.94M	307.17K	—	n/c	1
350	CMG Chipotle Mexican Grill, Inc.	0.0%	$53.24M	1.44M	—	n/c	1
351	AFL Aflac Incorporated	0.0%	$53.05M	481.05K	—	n/c	1
352	PSX Phillips 66	0.0%	$52.98M	410.53K	—	n/c	1
353	ARCC Ares Capital Corporation	0.0%	$52.64M	2.60M	—	n/c	1
354	BINC iShares Flexible Income…	0.0%	$52.47M	994.35K	—	n/c	1
355	MOAT VanEck Morningstar Wide…	0.0%	$52.25M	504.59K	—	n/c	1
356	WELL Welltower Inc.	0.0%	$51.86M	279.37K	—	n/c	1
357	BAI iShares A.I. Innovation and…	0.0%	$51.54M	1.55M	—	n/c	1
358	CME CME Group Inc.	0.0%	$51.14M	187.25K	—	n/c	1
359	AON Aon plc	0.0%	$50.97M	144.43K	—	n/c	1
360	BKR Baker Hughes Company	0.0%	$50.91M	1.12M	—	n/c	1
361	CIBR First Trust Nasdaq…	0.0%	$50.79M	710.82K	—	n/c	1
362	XMMO Invesco S&P MidCap Momentum…	0.0%	$50.07M	361.59K	—	n/c	1
363	MGV Vanguard Morningstar Mega…	0.0%	$49.71M	352.12K	—	n/c	1
364	TTE TotalEnergies SE	0.0%	$49.49M	756.42K	—	n/c	1
365	BIV Vanguard Intermediate-Term…	0.0%	$49.41M	634.42K	—	n/c	1
366	WRB W. R. Berkley Corporation	0.0%	$49.30M	703.02K	—	n/c	1
367	EOSE Eos Energy Enterprises, Inc.	0.0%	$48.54M	4.24M	—	n/c	1
368	SMH VanEck Semiconductor ETF	0.0%	$48.14M	133.61K	—	n/c	1
369	JGRO JPMorgan Active Growth ETF	0.0%	$47.58M	512.74K	—	n/c	1
370	AJG Arthur J. Gallagher & Co.	0.0%	$47.22M	182.45K	—	n/c	1
371	AMLP Alerian MLP ETF	0.0%	$47.18M	1.00M	—	n/c	1
372	AGZ ISHARES TR	0.0%	$47.07M	426.88K	—	n/c	1
373	PYPL PayPal Holdings, Inc.	0.0%	$46.81M	801.72K	—	n/c	1
374	LVHI Franklin International Low…	0.0%	$46.70M	1.27M	—	n/c	1
375	JCI Johnson Controls…	0.0%	$46.08M	384.80K	—	n/c	1
376	BBY Best Buy Co., Inc.	0.0%	$46.00M	687.25K	—	n/c	1
377	VIS Vanguard Industrials ETF	0.0%	$45.85M	153.64K	—	n/c	1
378	WMS Advanced Drainage Systems…	0.0%	$45.82M	316.39K	—	n/c	1
379	FTCB First Trust Core Investment…	0.0%	$45.39M	2.14M	—	n/c	1
380	UL Unilever PLC	0.0%	$45.32M	692.92K	—	n/c	1
381	INTC Intel Corp.	0.0%	$45.29M	1.23M	—	n/c	1
382	XMHQ Invesco S&P MidCap Quality…	0.0%	$45.20M	441.29K	—	n/c	1
383	VCR Vanguard Consumer…	0.0%	$44.89M	113.96K	—	n/c	1
384	TRV The Travelers Companies…	0.0%	$44.52M	153.49K	—	n/c	1
385	IXUS iShares Core MSCI Total…	0.0%	$44.40M	524.57K	—	n/c	1
386	AEM Agnico Eagle Mines Limited	0.0%	$44.05M	259.82K	—	n/c	1
387	TEL TE Connectivity plc	0.0%	$43.75M	192.31K	—	n/c	1
388	GIS General Mills, Inc.	0.0%	$43.71M	939.93K	—	n/c	1
389	SNOW Snowflake Inc.	0.0%	$43.64M	198.95K	—	n/c	1
390	VBK Vanguard Morningstar…	0.0%	$43.53M	144.08K	—	n/c	1
391	CGUS Capital Group Core Equity…	0.0%	$43.00M	1.07M	—	n/c	1
392	DVY iShares Select Dividend ETF	0.0%	$42.84M	303.55K	—	n/c	1
393	AIG American International…	0.0%	$42.20M	493.27K	—	n/c	1
394	RCL Royal Caribbean Cruises Ltd.	0.0%	$41.59M	149.12K	—	n/c	1
395	BOND PIMCO Active Bond…	0.0%	$41.56M	446.49K	—	n/c	1
396	EOG EOG Resources, Inc.	0.0%	$41.47M	394.92K	—	n/c	1
397	IBKR Interactive Brokers Group…	0.0%	$41.31M	642.33K	—	n/c	1
398	BWXT BWX Technologies, Inc.	0.0%	$41.19M	238.29K	—	n/c	1
399	FPE First Trust Preferred…	0.0%	$41.12M	2.26M	—	n/c	1
400	EEM iShares MSCI Emerging…	0.0%	$41.09M	750.98K	—	n/c	1
401	GSK GSK plc	0.0%	$41.01M	836.19K	—	n/c	1
402	REGL ProShares - S&P MidCap 400…	0.0%	$40.89M	485.48K	—	n/c	1
403	IPAC iShares Core MSCI Pacific…	0.0%	$40.85M	558.04K	—	n/c	1
404	MDB MongoDB, Inc.	0.0%	$40.63M	96.81K	—	n/c	1
405	AIRR First Trust RBA American…	0.0%	$40.49M	411.80K	—	n/c	1
406	BKDV BNY Mellon Dynamic Value ETF	0.0%	$40.47M	1.39M	—	n/c	1
407	FLXR TCW Flexible Income ETF	0.0%	$40.38M	1.02M	—	n/c	1
408	CTVA Corteva, Inc.	0.0%	$40.08M	598.01K	—	n/c	1
409	GRID First Trust NASDAQ Clean…	0.0%	$40.01M	261.37K	—	n/c	1
410	NDAQ Nasdaq, Inc.	0.0%	$39.82M	409.93K	—	n/c	1
411	UCON First Trust Smith…	0.0%	$39.75M	1.58M	—	n/c	1
412	MKC McCormick & Company…	0.0%	$39.70M	582.90K	—	n/c	1
413	AVDV Avantis International Small…	0.0%	$39.63M	421.74K	—	n/c	1
414	FANG Diamondback Energy, Inc.	0.0%	$39.25M	261.09K	—	n/c	1
415	SPOT Spotify Technology S.A.	0.0%	$39.03M	67.22K	—	n/c	1
416	REGN Regeneron Pharmaceuticals…	0.0%	$39.00M	50.52K	—	n/c	1
417	TIP iShares TIPS Bond ETF	0.0%	$38.99M	354.75K	—	n/c	1
418	KR The Kroger Co.	0.0%	$38.80M	620.96K	—	n/c	1
419	VDE Vanguard Energy ETF	0.0%	$38.65M	306.95K	—	n/c	1
420	CGMS Capital Group U.S.…	0.0%	$38.44M	1.39M	—	n/c	1
421	CAH Cardinal Health, Inc.	0.0%	$38.36M	186.65K	—	n/c	1
422	ATO Atmos Energy Corporation	0.0%	$38.33M	228.62K	—	n/c	1
423	WES Western Midstream Partners…	0.0%	$38.25M	968.24K	—	n/c	1
424	MDYG State Street SPDR S&P 400…	0.0%	$37.99M	410.97K	—	n/c	1
425	SAP SAP SE	0.0%	$37.59M	154.73K	—	n/c	1
426	NVS Novartis AG	0.0%	$37.55M	272.38K	—	n/c	1
427	CGBL Capital Group Core Balanced…	0.0%	$37.26M	1.05M	—	n/c	1
428	FLS Flowserve Corporation	0.0%	$37.17M	535.79K	—	n/c	1
429	CCJ Cameco Corporation	0.0%	$37.16M	406.11K	—	n/c	1
430	THRO iShares U.S. Thematic…	0.0%	$37.14M	963.09K	—	n/c	1
431	XBI State Street SPDR S&P…	0.0%	$37.13M	304.50K	—	n/c	1
432	IDV iShares International…	0.0%	$36.87M	934.69K	—	n/c	1
433	ODFL Old Dominion Freight Line…	0.0%	$36.80M	234.70K	—	n/c	1
434	VOX Vanguard Communication…	0.0%	$36.78M	189.96K	—	n/c	1
435	LMBS First Trust Low Duration…	0.0%	$36.72M	734.50K	—	n/c	1
436	JCPB JPMorgan Core Plus Bond ETF	0.0%	$36.34M	767.45K	—	n/c	1
437	IGM iShares Expanded Tech…	0.0%	$36.26M	280.70K	—	n/c	1
438	VMC Vulcan Materials Company	0.0%	$36.25M	127.09K	—	n/c	1
439	BTI British American Tobacco…	0.0%	$36.22M	639.75K	—	n/c	1
440	DIVO Amplify CWP Enhanced…	0.0%	$36.19M	813.25K	—	n/c	1
441	IQLT iShares MSCI Intl Quality…	0.0%	$36.17M	795.86K	—	n/c	1
442	STX Seagate Technology Holdings…	0.0%	$36.01M	130.77K	—	n/c	1
443	GBIL Goldman Sachs Access…	0.0%	$35.88M	359.01K	—	n/c	1
444	USHY iShares Broad USD High…	0.0%	$35.85M	958.62K	—	n/c	1
445	APO Apollo Global Management…	0.0%	$35.78M	247.20K	—	n/c	1
446	PYLD PIMCO Multisector Bond…	0.0%	$35.75M	1.34M	—	n/c	1
447	KKR KKR & Co. Inc.	0.0%	$35.59M	279.21K	—	n/c	1
448	DAR Darling Ingredients Inc.	0.0%	$35.46M	984.96K	—	n/c	1
449	BNDX Vanguard Total…	0.0%	$35.44M	733.54K	—	n/c	1
450	ALL The Allstate Corporation	0.0%	$35.07M	168.48K	—	n/c	1
451	SNPS Synopsys, Inc.	0.0%	$34.94M	74.38K	—	n/c	1
452	WSO Watsco, Inc.	0.0%	$34.88M	103.50K	—	n/c	1
453	IJS iShares S&P Small-Cap 600…	0.0%	$34.77M	305.72K	—	n/c	1
454	BNY Bank of New York Mellon Corp	0.0%	$34.58M	297.88K	—	n/c	1
455	ZS Zscaler, Inc.	0.0%	$34.17M	151.91K	—	n/c	1
456	FDN First Trust Dow Jones…	0.0%	$33.77M	125.45K	—	n/c	1
457	SUB iShares Short-Term National…	0.0%	$33.68M	315.64K	—	n/c	1
458	TFLO iShares Treasury Floating…	0.0%	$33.57M	665.37K	—	n/c	1
459	WCN Waste Connections, Inc.	0.0%	$33.37M	190.29K	—	n/c	1
460	SHLD Global X - Defense Tech ETF	0.0%	$33.08M	510.50K	—	n/c	1
461	HIG The Hartford Insurance…	0.0%	$33.04M	239.77K	—	n/c	1
462	CCI Crown Castle Inc.	0.0%	$33.01M	371.45K	—	n/c	1
463	IGV iShares Expanded…	0.0%	$32.96M	311.85K	—	n/c	1
464	HOOD Robinhood Markets, Inc.	0.0%	$32.77M	289.74K	—	n/c	1
465	IQV IQVIA Holdings Inc.	0.0%	$32.77M	145.37K	—	n/c	1
466	SOXX iShares Semiconductor ETF	0.0%	$32.73M	108.68K	—	n/c	1
467	SYY Sysco Corporation	0.0%	$32.67M	443.34K	—	n/c	1
468	CGGO Capital Group Global Growth…	0.0%	$32.53M	938.77K	—	n/c	1
469	HRL Hormel Foods Corporation	0.0%	$32.47M	1.37M	—	n/c	1
470	HEI HEICO Corporation	0.0%	$32.24M	99.62K	—	n/c	1
471	YUM Yum! Brands, Inc.	0.0%	$32.22M	213.01K	—	n/c	1
472	SE Sea Limited	0.0%	$32.10M	251.59K	—	n/c	1
473	HUBS HubSpot, Inc.	0.0%	$32.00M	79.73K	—	n/c	1
474	SCHX Schwab U.S. Large-Cap ETF	0.0%	$31.88M	1.18M	—	n/c	1
475	SRE Sempra	0.0%	$31.87M	360.95K	—	n/c	1
476	BP BP p.l.c.	0.0%	$31.85M	916.97K	—	n/c	1
477	VSS Vanguard FTSE All-World…	0.0%	$31.78M	221.75K	—	n/c	1
478	VDC Vanguard Consumer Staples…	0.0%	$31.59M	149.55K	—	n/c	1
479	SPYI NEOS ETF TRUST	0.0%	$31.59M	601.40K	—	n/c	1
480	IWO iShares Russell 2000 Growth…	0.0%	$31.52M	97.56K	—	n/c	1
481	CPRT Copart, Inc.	0.0%	$31.41M	802.17K	—	n/c	1
482	GL Globe Life Inc.	0.0%	$31.40M	224.48K	—	n/c	1
483	GCOW Pacer Global Cash Cows…	0.0%	$31.33M	760.18K	—	n/c	1
484	QQQM Invesco NASDAQ 100 ETF	0.0%	$31.30M	123.76K	—	n/c	1
485	OMER Omeros Corporation	0.0%	$31.08M	1.81M	—	n/c	1
486	PGR The Progressive Corporation	0.0%	$30.97M	135.98K	—	n/c	1
487	NLR VanEck Uranium and Nuclear…	0.0%	$30.96M	249.22K	—	n/c	1
488	TDY Teledyne Technologies…	0.0%	$30.84M	60.39K	—	n/c	1
489	FEOE RBB FUND TRUST	0.0%	$30.73M	635.48K	—	n/c	1
490	SNY Sanofi	0.0%	$30.72M	633.88K	—	n/c	1
491	AMP Ameriprise Financial, Inc.	0.0%	$30.72M	62.63K	—	n/c	1
492	IWR iShares Russell Mid-Cap ETF	0.0%	$30.65M	318.40K	—	n/c	1
493	JAVA JPMorgan Active Value ETF	0.0%	$30.50M	425.26K	—	n/c	1
494	ES Eversource Energy	0.0%	$30.48M	452.71K	—	n/c	1
495	SPMO Invesco S&P 500 Momentum ETF	0.0%	$30.35M	254.37K	—	n/c	1
496	TDIV First Trust NASDAQ…	0.0%	$30.22M	312.00K	—	n/c	1
497	SPHD Invesco S&P 500 High…	0.0%	$30.10M	627.02K	—	n/c	1
498	ALB Albemarle Corporation	0.0%	$30.06M	212.51K	—	n/c	1
499	IPX IPERIONX LTD	0.0%	$30.06M	830.68K	—	n/c	1
500	PDP INVESCO EXCHANGE TRADED FD T	0.0%	$30.00M	257.67K	—	n/c	1

보통주(SH) 포지션만 해당; 옵션 라인은 옵션 탭에 표시되며 순액 처리되지 않습니다. ✂ = 분할 조정 이전 주식 수 대비 산출된 변동. "Held N+" = 조회 기간 내 매 분기 보유, 실제 보유 기간은 더 길 수 있음.

포지션 보유 기간

35140–1 분기

현재 각 포지션이 데이터 조회 기간 내에서 보고된 연속 분기 수.

유사 운용사

운용사	공통 보유 종목	종목 중복	가중 유사도
Morgan Stanley	3599	44.5%	0.8915	비교 ⇄
Ameriprise Financial Inc	2825	59.3%	0.8462	비교 ⇄
Bank of New York Mellon Corp	2587	49.8%	0.8431	비교 ⇄
Rockefeller Capital Management L.P.	3141	60.6%	0.8418	비교 ⇄
Fifth Third Bancorp	3030	62.4%	0.8204	비교 ⇄
UBS AM, a distinct business unit of UBS…	2529	53.1%	0.8159	비교 ⇄
Wells Fargo & Company/Mn	3506	52.6%	0.8092	비교 ⇄
Quantinno Capital Management LP	2444	53.2%	0.8058	비교 ⇄

보고된 롱 포지션만의 유사도 — 헤지 및 비13F 자산은 표시되지 않습니다. 방법론

공시 기록

Aug 12 2026 13F-HR · 기간 Q2 2026

$120.21B · 8,946 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

May 12 2026 13F-HR · 기간 Q1 2026

$108.79B · 8,981 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

Feb 13 2026 13F-HR · 기간 Q4 2025

$111.17B · 9,512 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

Nov 12 2025 13F-HR · 기간 Q3 2025

$109.53B · 9,480 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

Aug 14 2025 13F-HR · 기간 Q2 2025

$102.81B · 9,316 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

출처: SEC EDGAR의 해당 운용사 13F 정보 테이블에서 파싱된 모든 보유 종목; 보고된 값 기준, 미국 달러 전액. 변동은 분할 조정 주식 수 기준으로 각 분기의 최종 접수 버전(수정본 반영)을 비교합니다. 보고 기간: Q4 2025 · 최근 공시 Aug 12, 2026 · 변동 산출 방법론

☆ Stifel Financial Corp

Stifel Financial Corp