Registro del gestor · trimestre archivado

Truist Financial Corp

Charlotte, NC · CIK 92230 · Declaraciones EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Dif. ⇄

$75.00BValor 13F declarado

5,167Posiciones

25.9%Ponderación del top 10

87.40Posiciones efectivas

—Rotación est.

+0Nuevo

−0Cierres

El valor de cartera 13F declarado cubre únicamente posiciones largas estadounidenses sujetas a reporte — no incluye efectivo, bonos, posiciones cortas ni activos no estadounidenses. No equivale a activos bajo gestión. Sin presentación anterior comparable — columnas de variación no disponibles este trimestre.

Valor declarado por trimestre Q4 2025 → Q2 2026

Exposición sectorial

Servicios financieros 56.2%

Tecnología 15.2%

Salud 5.2%

Industria 4.8%

Consumo cíclico 4.8%

Consumo defensivo 4.7%

Servicios de comunicación 4.6%

Energía 1.8%

Servicios públicos 1.2%

Materiales básicos 0.9%

Inmobiliario 0.6%

Participación sobre el valor declarado de renta variable ordinaria; (±pp) respecto al trimestre anterior.

El portafolio · Q4 2025

#	Valor	Ponderación	Valor	Acciones	Δ acciones		Mantenida
1	IVV iShares Core S&P 500 ETF	6.4%	$4.80B	7.01M	—	n/c	1
2	SPY State Street SPDR S&P 500…	2.9%	$2.13B	3.13M	—	n/c	1
3	MSFT Microsoft Corporation	2.8%	$2.07B	4.28M	—	n/c	1
4	NVDA NVIDIA Corporation	2.5%	$1.87B	10.03M	—	n/c	1
5	AAPL Apple Inc.	2.5%	$1.86B	6.84M	—	n/c	1
6	GOVT iShares U.S. Treasury Bond…	2.2%	$1.63B	71.01M	—	n/c	1
7	IEFA iShares Core MSCI EAFE ETF	2.1%	$1.57B	17.56M	—	n/c	1
8	VOO Vanguard S&P 500 ETF	1.7%	$1.29B	2.05M	—	n/c	1
9	GOOG Alphabet Inc.	1.5%	$1.14B	3.62M	—	n/c	1
10	KO The Coca-Cola Company	1.4%	$1.05B	15.05M	—	n/c	1
11	AVGO Broadcom Inc.	1.4%	$1.03B	2.97M	—	n/c	1
12	AMZN Amazon.com, Inc.	1.4%	$1.02B	4.40M	—	n/c	1
13	IWF iShares Russell 1000 Growth…	1.3%	$988.72M	2.09M	—	n/c	1
14	JPM JPMorgan Chase & Co.	1.3%	$968.74M	3.01M	—	n/c	1
15	GOOGL Alphabet Inc.	1.1%	$813.78M	2.60M	—	n/c	1
16	AGG iShares Core U.S. Aggregate…	1.0%	$763.14M	7.64M	—	n/c	1
17	XLK State Street Technology…	0.9%	$673.05M	4.67M	—	n/c	1
18	META Meta Platforms, Inc.	0.9%	$659.38M	998.92K	—	n/c	1
19	QQQ Invesco QQQ Trust, Series 1	0.9%	$649.25M	1.06M	—	n/c	1
20	IJH iShares Core S&P Mid-Cap ETF	0.8%	$611.65M	9.27M	—	n/c	1
21	IJR iShares Core S&P Small-Cap…	0.7%	$558.14M	4.64M	—	n/c	1
22	ABBV AbbVie Inc.	0.7%	$548.89M	2.40M	—	n/c	1
23	V Visa Inc.	0.7%	$547.50M	1.56M	—	n/c	1
24	XLF State Street Financial…	0.7%	$546.81M	9.98M	—	n/c	1
25	RSP Invesco S&P 500 Equal…	0.7%	$528.27M	2.76M	—	n/c	1
26	VUG Vanguard Morningstar Growth…	0.7%	$525.91M	1.08M	—	n/c	1
27	USIG iShares Broad USD…	0.7%	$515.99M	9.97M	—	n/c	1
28	VTV Vanguard Morningstar Value…	0.7%	$498.27M	2.61M	—	n/c	1
29	IWD iShares Russell 1000 Value…	0.7%	$493.16M	2.34M	—	n/c	1
30	IAU iShares Gold Trust	0.6%	$479.23M	5.90M	—	n/c	1
31	IEMG iShares Core MSCI Emerging…	0.6%	$446.98M	6.65M	—	n/c	1
32	CCEP Coca-Cola Europacific…	0.6%	$431.23M	4.75M	—	n/c	1
33	WMT Walmart Inc.	0.6%	$428.80M	3.85M	—	n/c	1
34	RTX RTX Corporation	0.6%	$424.57M	2.32M	—	n/c	1
35	JNJ Johnson & Johnson	0.6%	$420.14M	2.03M	—	n/c	1
36	XLC State Street Communication…	0.6%	$413.29M	3.51M	—	n/c	1
37	EFA iShares MSCI EAFE ETF	0.5%	$408.43M	4.25M	—	n/c	1
38	IWR iShares Russell Mid-Cap ETF	0.5%	$402.44M	4.18M	—	n/c	1
39	PM Philip Morris International…	0.5%	$397.29M	2.48M	—	n/c	1
40	LLY Eli Lilly and Company	0.5%	$394.16M	366.77K	—	n/c	1
41	MBB iShares MBS ETF	0.5%	$374.92M	3.94M	—	n/c	1
42	HD The Home Depot, Inc.	0.5%	$362.03M	1.05M	—	n/c	1
43	XLV State Street Health Care…	0.5%	$352.91M	2.28M	—	n/c	1
44	ORCL Oracle Corporation	0.5%	$351.67M	1.80M	—	n/c	1
45	TSLA Tesla, Inc.	0.5%	$350.06M	778.39K	—	n/c	1
46	CSCO Cisco Systems, Inc.	0.4%	$332.08M	4.31M	—	n/c	1
47	BRK-B Berkshire Hathaway Inc.	0.4%	$322.75M	642.10K	—	n/c	1
48	IWM iShares Russell 2000 ETF	0.4%	$310.12M	1.26M	—	n/c	1
49	LRCX Lam Research Corporation	0.4%	$306.75M	1.79M	—	n/c	1
50	SPYG State Street SPDR Portfolio…	0.4%	$284.04M	2.66M	—	n/c	1
51	KLAC KLA Corporation	0.4%	$278.87M	229.51K	—	n/c	1
52	IBM International Business…	0.4%	$270.18M	912.13K	—	n/c	1
53	BNY Bank of New York Mellon Corp	0.4%	$263.19M	2.27M	—	n/c	1
54	XONA.DE Exxon Mobil Corporation	0.3%	$260.09M	2.16M	—	n/c	1
55	PNC The PNC Financial Services…	0.3%	$259.34M	1.24M	—	n/c	1
56	BLK BlackRock, Inc.	0.3%	$258.97M	241.95K	—	n/c	1
57	COST Costco Wholesale Corporation	0.3%	$250.30M	290.25K	—	n/c	1
58	ADI Analog Devices, Inc.	0.3%	$245.58M	905.52K	—	n/c	1
59	VTI Vanguard Morningstar Total…	0.3%	$243.24M	725.52K	—	n/c	1
60	VEA Vanguard FTSE Developed…	0.3%	$242.19M	3.88M	—	n/c	1
61	MDT Medtronic plc	0.3%	$240.93M	2.51M	—	n/c	1
62	WFC Wells Fargo & Company	0.3%	$238.62M	2.56M	—	n/c	1
63	GLD SPDR Gold Shares	0.3%	$238.16M	600.94K	—	n/c	1
64	VONG Vanguard Russell 1000…	0.3%	$236.27M	1.94M	—	n/c	1
65	UNP Union Pacific Corporation	0.3%	$235.04M	1.02M	—	n/c	1
66	IEI iShares 3-7 Year Treasury…	0.3%	$234.96M	1.97M	—	n/c	1
67	XLP State Street Consumer…	0.3%	$233.53M	3.01M	—	n/c	1
68	ETR Entergy Corporation	0.3%	$225.48M	2.44M	—	n/c	1
69	TFC Truist Financial Corporation	0.3%	$224.96M	4.57M	—	n/c	1
70	MRK Merck & Co., Inc.	0.3%	$215.66M	2.05M	—	n/c	1
71	DGRO iShares Core Dividend…	0.3%	$210.44M	3.03M	—	n/c	1
72	CVX Chevron Corporation	0.3%	$208.59M	1.37M	—	n/c	1
73	BND Vanguard Total Bond Market…	0.3%	$206.14M	2.78M	—	n/c	1
74	PWR Quanta Services, Inc.	0.3%	$204.70M	485.01K	—	n/c	1
75	SHY iShares 1-3 Year Treasury…	0.3%	$190.37M	2.30M	—	n/c	1
76	VIG Vanguard Dividend…	0.3%	$188.47M	857.52K	—	n/c	1
77	ETN Eaton Corporation plc	0.3%	$187.57M	588.90K	—	n/c	1
78	TRGP Targa Resources Corp.	0.2%	$183.11M	992.46K	—	n/c	1
79	QCOM QUALCOMM Incorporated	0.2%	$176.53M	1.03M	—	n/c	1
80	NFLX Netflix, Inc.	0.2%	$170.77M	1.82M	—	n/c	1
81	PG The Procter & Gamble Company	0.2%	$169.79M	1.18M	—	n/c	1
82	IWB iShares Russell 1000 ETF	0.2%	$169.57M	454.08K	—	n/c	1
83	IEF iShares 7-10 Year Treasury…	0.2%	$166.38M	1.73M	—	n/c	1
84	VEU Vanguard FTSE All-World…	0.2%	$166.20M	2.26M	—	n/c	1
85	BSV Vanguard Short-Term Bond ETF	0.2%	$162.89M	2.07M	—	n/c	1
86	GS The Goldman Sachs Group…	0.2%	$162.16M	184.48K	—	n/c	1
87	DVY iShares Select Dividend ETF	0.2%	$160.24M	1.14M	—	n/c	1
88	BAC Bank of America Corporation	0.2%	$158.76M	2.89M	—	n/c	1
89	EMR Emerson Electric Co.	0.2%	$157.29M	1.19M	—	n/c	1
90	BKNG Booking Holdings Inc.	0.2%	$156.71M	29.26K	—	n/c	1
91	ABT Abbott Laboratories	0.2%	$155.97M	1.24M	—	n/c	1
92	XLU State Street Utilities…	0.2%	$155.90M	3.65M	—	n/c	1
93	COF Capital One Financial…	0.2%	$155.12M	640.05K	—	n/c	1
94	PH Parker-Hannifin Corporation	0.2%	$153.69M	174.85K	—	n/c	1
95	TT Trane Technologies plc	0.2%	$152.75M	392.46K	—	n/c	1
96	MO Altria Group, Inc.	0.2%	$152.52M	2.65M	—	n/c	1
97	LMT Lockheed Martin Corporation	0.2%	$148.98M	308.02K	—	n/c	1
98	PEP PepsiCo, Inc.	0.2%	$148.13M	1.03M	—	n/c	1
99	PANW Palo Alto Networks, Inc.	0.2%	$146.24M	793.90K	—	n/c	1
100	IVW iShares S&P 500 Growth ETF	0.2%	$144.15M	1.17M	—	n/c	1
101	XLY State Street Consumer…	0.2%	$143.75M	1.20M	—	n/c	1
102	IWY iShares Russell Top 200…	0.2%	$142.87M	515.89K	—	n/c	1
103	AMGN Amgen Inc.	0.2%	$142.15M	434.30K	—	n/c	1
104	AZN AstraZeneca PLC	0.2%	$141.45M	1.54M	—	n/c	1
105	T AT&T Inc.	0.2%	$141.45M	5.69M	—	n/c	1
106	SCHW The Charles Schwab…	0.2%	$140.87M	1.41M	—	n/c	1
107	MA Mastercard Incorporated	0.2%	$140.73M	246.52K	—	n/c	1
108	VO Vanguard Morningstar…	0.2%	$139.34M	480.13K	—	n/c	1
109	VGT Vanguard Information…	0.2%	$136.80M	181.49K	—	n/c	1
110	VCSH Vanguard Short-Term…	0.2%	$135.67M	1.70M	—	n/c	1
111	VONV Vanguard Russell 1000 Value…	0.2%	$134.87M	1.46M	—	n/c	1
112	VYM Vanguard High Dividend…	0.2%	$134.21M	935.15K	—	n/c	1
113	EVRG Evergy, Inc.	0.2%	$133.92M	1.85M	—	n/c	1
114	IGM iShares Expanded Tech…	0.2%	$132.43M	1.03M	—	n/c	1
115	TSM Taiwan Semiconductor…	0.2%	$132.25M	435.19K	—	n/c	1
116	RL Ralph Lauren Corporation	0.2%	$131.22M	371.09K	—	n/c	1
117	MCD McDonald's Corporation	0.2%	$128.36M	419.99K	—	n/c	1
118	HCA HCA Healthcare, Inc.	0.2%	$127.95M	274.06K	—	n/c	1
119	COR Cencora, Inc.	0.2%	$127.91M	378.72K	—	n/c	1
120	EBAY eBay Inc.	0.2%	$126.76M	1.46M	—	n/c	1
121	IVE iShares S&P 500 Value ETF	0.2%	$125.16M	590.21K	—	n/c	1
122	GPC Genuine Parts Company	0.2%	$124.59M	1.01M	—	n/c	1
123	NVS Novartis AG	0.2%	$122.33M	887.30K	—	n/c	1
124	IGSB iShares 1-5 Year Investment…	0.2%	$122.31M	2.31M	—	n/c	1
125	CAT Caterpillar Inc.	0.2%	$121.13M	211.45K	—	n/c	1
126	LOW Lowe's Companies, Inc.	0.2%	$118.69M	492.17K	—	n/c	1
127	ECL Ecolab Inc.	0.2%	$118.10M	449.88K	—	n/c	1
128	WMB The Williams Companies, Inc.	0.2%	$114.75M	1.91M	—	n/c	1
129	TLT iShares 20+ Year Treasury…	0.2%	$114.41M	1.31M	—	n/c	1
130	DIS The Walt Disney Company	0.2%	$114.21M	1.00M	—	n/c	1
131	RDVY First Trust Rising Dividend…	0.2%	$112.97M	1.63M	—	n/c	1
132	TMUS T-Mobile US, Inc.	0.1%	$111.09M	547.12K	—	n/c	1
133	ANET Arista Networks, Inc.	0.1%	$110.77M	845.40K	—	n/c	1
134	JAAA Janus Henderson AAA CLO ETF	0.1%	$110.38M	2.18M	—	n/c	1
135	EFV iShares MSCI EAFE Value ETF	0.1%	$109.31M	1.53M	—	n/c	1
136	IBB iShares Biotechnology ETF	0.1%	$108.35M	642.02K	—	n/c	1
137	ARES Ares Management Corporation	0.1%	$107.30M	663.86K	—	n/c	1
138	VB Vanguard Morningstar…	0.1%	$106.75M	413.84K	—	n/c	1
139	SCHD Schwab U.S. Dividend Equity…	0.1%	$106.20M	3.87M	—	n/c	1
140	PGR The Progressive Corporation	0.1%	$105.71M	464.21K	—	n/c	1
141	VALE Vale S.A.	0.1%	$105.66M	8.11M	—	n/c	1
142	SCHG Schwab U.S. Large-Cap…	0.1%	$105.56M	3.24M	—	n/c	1
143	HON Honeywell International Inc.	0.1%	$105.21M	539.30K	—	n/c	1
144	TLH iShares 10-20 Year Treasury…	0.1%	$104.27M	1.03M	—	n/c	1
145	VCIT Vanguard Intermediate-Term…	0.1%	$103.33M	1.23M	—	n/c	1
146	SDY State Street SPDR S&P…	0.1%	$102.66M	737.71K	—	n/c	1
147	MUB iShares National Muni Bond…	0.1%	$102.25M	954.63K	—	n/c	1
148	MS Morgan Stanley	0.1%	$100.31M	565.03K	—	n/c	1
149	DE Deere & Company	0.1%	$99.35M	213.40K	—	n/c	1
150	VZ Verizon Communications Inc.	0.1%	$97.50M	2.39M	—	n/c	1
151	CRM Salesforce, Inc.	0.1%	$96.85M	365.58K	—	n/c	1
152	GD General Dynamics Corporation	0.1%	$96.78M	287.46K	—	n/c	1
153	BIV Vanguard Intermediate-Term…	0.1%	$95.34M	1.22M	—	n/c	1
154	CRWD CrowdStrike Holdings, Inc.	0.1%	$95.23M	203.15K	—	n/c	1
155	IWP iShares Russell Mid-Cap…	0.1%	$94.87M	692.78K	—	n/c	1
156	SDVY First Trust SMID Cap Rising…	0.1%	$94.05M	2.45M	—	n/c	1
157	NOW ServiceNow, Inc.	0.1%	$93.90M	612.98K	—	n/c	1
158	NEE NextEra Energy, Inc.	0.1%	$93.39M	1.16M	—	n/c	1
159	ISRG Intuitive Surgical, Inc.	0.1%	$92.98M	164.18K	—	n/c	1
160	ACN Accenture plc	0.1%	$91.83M	342.29K	—	n/c	1
161	PLTR Palantir Technologies Inc.	0.1%	$91.34M	513.89K	—	n/c	1
162	AXP American Express Company	0.1%	$89.30M	241.38K	—	n/c	1
163	CSL Carlisle Companies…	0.1%	$87.18M	272.54K	—	n/c	1
164	PSX Phillips 66	0.1%	$87.11M	675.08K	—	n/c	1
165	VWO Vanguard FTSE Emerging…	0.1%	$87.03M	1.62M	—	n/c	1
166	UNH UnitedHealth Group…	0.1%	$86.79M	262.90K	—	n/c	1
167	SPDW State Street SPDR Portfolio…	0.1%	$85.57M	1.93M	—	n/c	1
168	DUK Duke Energy Corporation	0.1%	$84.61M	721.84K	—	n/c	1
169	BIL State Street SPDR Bloomberg…	0.1%	$82.92M	907.45K	—	n/c	1
170	SO The Southern Company	0.1%	$81.80M	938.05K	—	n/c	1
171	VPL Vanguard FTSE Pacific ETF	0.1%	$80.88M	894.68K	—	n/c	1
172	EEMA ISHARES INC	0.1%	$79.98M	850.65K	—	n/c	1
173	WSM Williams-Sonoma, Inc.	0.1%	$79.78M	446.71K	—	n/c	1
174	TJX The TJX Companies, Inc.	0.1%	$79.70M	518.84K	—	n/c	1
175	VOT Vanguard Morningstar…	0.1%	$78.70M	281.92K	—	n/c	1
176	TPR Tapestry, Inc.	0.1%	$78.55M	614.79K	—	n/c	1
177	JLL Jones Lang LaSalle…	0.1%	$77.82M	231.28K	—	n/c	1
178	WM Waste Management, Inc.	0.1%	$77.60M	353.21K	—	n/c	1
179	IUSB iShares Core Universal USD…	0.1%	$77.28M	1.66M	—	n/c	1
180	AMAT Applied Materials, Inc.	0.1%	$76.36M	297.14K	—	n/c	1
181	DIA State Street SPDR Dow Jones…	0.1%	$74.99M	156.04K	—	n/c	1
182	O Realty Income Corporation	0.1%	$74.38M	1.32M	—	n/c	1
183	LIN Linde plc	0.1%	$73.90M	173.31K	—	n/c	1
184	AMD Advanced Micro Devices, Inc.	0.1%	$73.90M	345.05K	—	n/c	1
185	LPLA LPL Financial Holdings Inc.	0.1%	$73.70M	206.34K	—	n/c	1
186	DYNF iShares U.S. Equity Factor…	0.1%	$73.68M	1.21M	—	n/c	1
187	GE GE Aerospace	0.1%	$73.05M	237.15K	—	n/c	1
188	MDY State Street SPDR S&P…	0.1%	$72.95M	120.93K	—	n/c	1
189	BUFR FT Vest Laddered Buffer ETF	0.1%	$72.54M	2.12M	—	n/c	1
190	HDV iShares Core High Dividend…	0.1%	$72.00M	592.03K	—	n/c	1
191	DHR Danaher Corporation	0.1%	$71.76M	313.48K	—	n/c	1
192	ITOT iShares Core S&P Total U.S.…	0.1%	$71.36M	479.90K	—	n/c	1
193	BA The Boeing Company	0.1%	$71.10M	327.45K	—	n/c	1
194	VOE Vanguard Morningstar…	0.1%	$68.56M	386.53K	—	n/c	1
195	ADP Automatic Data Processing…	0.1%	$67.06M	260.70K	—	n/c	1
196	BNDX Vanguard Total…	0.1%	$66.80M	1.38M	—	n/c	1
197	TMO Thermo Fisher Scientific…	0.1%	$66.16M	114.17K	—	n/c	1
198	VGSH Vanguard Short-Term…	0.1%	$65.11M	1.11M	—	n/c	1
199	NSC Norfolk Southern Corporation	0.1%	$65.08M	225.41K	—	n/c	1
200	VGIT Vanguard Intermediate-Term…	0.1%	$64.97M	1.08M	—	n/c	1
201	BMY Bristol-Myers Squibb Company	0.1%	$64.84M	1.20M	—	n/c	1
202	ASML ASML Holding N.V.	0.1%	$64.75M	60.52K	—	n/c	1
203	EPD Enterprise Products…	0.1%	$64.70M	2.02M	—	n/c	1
204	INTU Intuit Inc.	0.1%	$64.32M	97.11K	—	n/c	1
205	VTWO Vanguard Russell 2000 ETF	0.1%	$63.78M	640.91K	—	n/c	1
206	IWS iShares Russell Mid-Cap…	0.1%	$61.99M	439.52K	—	n/c	1
207	SHV iShares Trust iShares 0-1…	0.1%	$61.99M	562.79K	—	n/c	1
208	CGDV Capital Group Dividend…	0.1%	$61.66M	1.41M	—	n/c	1
209	SHOP Shopify Inc.	0.1%	$61.38M	381.29K	—	n/c	1
210	SBUX Starbucks Corporation	0.1%	$60.99M	724.28K	—	n/c	1
211	MCK McKesson Corporation	0.1%	$60.59M	73.87K	—	n/c	1
212	PFE Pfizer Inc.	0.1%	$59.86M	2.40M	—	n/c	1
213	DIVO Amplify CWP Enhanced…	0.1%	$59.78M	1.34M	—	n/c	1
214	FVD First Trust Value Line…	0.1%	$59.70M	1.30M	—	n/c	1
215	CRBG Corebridge Financial, Inc.	0.1%	$59.15M	1.96M	—	n/c	1
216	IGIB iShares 5-10 Year…	0.1%	$58.96M	1.09M	—	n/c	1
217	OEF iShares S&P 100 ETF	0.1%	$58.78M	171.38K	—	n/c	1
218	KNG FT Cboe Vest S&P 500…	0.1%	$58.76M	1.20M	—	n/c	1
219	VGLT Vanguard Long-Term Treasury…	0.1%	$58.03M	1.04M	—	n/c	1
220	UL Unilever PLC	0.1%	$57.92M	885.62K	—	n/c	1
221	AMP Ameriprise Financial, Inc.	0.1%	$57.70M	117.68K	—	n/c	1
222	VRTX Vertex Pharmaceuticals…	0.1%	$57.21M	126.19K	—	n/c	1
223	PFF iShares Preferred and…	0.1%	$56.42M	1.82M	—	n/c	1
224	CB Chubb Limited	0.1%	$55.79M	178.76K	—	n/c	1
225	JEPI JPMorgan Equity Premium…	0.1%	$54.92M	959.49K	—	n/c	1
226	QQQM Invesco NASDAQ 100 ETF	0.1%	$53.31M	210.80K	—	n/c	1
227	MODL VICTORY PORTFOLIOS II	0.1%	$53.18M	1.12M	—	n/c	1
228	MRSH Marsh & McLennan Companies…	0.1%	$53.11M	286.26K	—	n/c	1
229	VT Vanguard Total World Stock…	0.1%	$52.62M	373.00K	—	n/c	1
230	FTCS First Trust Capital…	0.1%	$52.60M	568.63K	—	n/c	1
231	XLI State Street Industrial…	0.1%	$52.40M	337.81K	—	n/c	1
232	TNL Travel + Leisure Co.	0.1%	$52.07M	738.30K	—	n/c	1
233	GEV GE Vernova Inc.	0.1%	$51.83M	79.30K	—	n/c	1
234	FIXD First Trust Smith…	0.1%	$51.68M	1.17M	—	n/c	1
235	FLOT iShares Floating Rate Bond…	0.1%	$51.63M	1.02M	—	n/c	1
236	OSK Oshkosh Corp	0.1%	$50.13M	399.05K	—	n/c	1
237	WT WisdomTree, Inc.	0.1%	$50.06M	747.32K	—	n/c	1
238	ITA iShares U.S. Aerospace &…	0.1%	$49.99M	232.86K	—	n/c	1
239	DFUS Dimensional U.S. Equity ETF	0.1%	$49.94M	673.33K	—	n/c	1
240	SLV iShares Silver Trust	0.1%	$49.93M	775.01K	—	n/c	1
241	USB U.S. Bancorp	0.1%	$49.77M	932.67K	—	n/c	1
242	UBER Uber Technologies, Inc.	0.1%	$49.69M	608.15K	—	n/c	1
243	ELV Elevance Health Inc.	0.1%	$48.69M	138.89K	—	n/c	1
244	CSX CSX Corporation	0.1%	$48.49M	1.34M	—	n/c	1
245	VBR Vanguard Morningstar…	0.1%	$48.12M	227.22K	—	n/c	1
246	WRB W. R. Berkley Corporation	0.1%	$48.03M	684.96K	—	n/c	1
247	SGOV iShares 0-3 Month Treasury…	0.1%	$47.96M	477.81K	—	n/c	1
248	CNM Core & Main, Inc.	0.1%	$47.68M	917.41K	—	n/c	1
249	AFL Aflac Incorporated	0.1%	$47.57M	431.41K	—	n/c	1
250	IEUR iShares Core MSCI Europe ETF	0.1%	$47.30M	666.33K	—	n/c	1
251	KMI Kinder Morgan, Inc.	0.1%	$47.07M	1.71M	—	n/c	1
252	CTRA Coterra Energy Inc.	0.1%	$46.87M	1.78M	—	n/c	1
253	TWLO Twilio Inc.	0.1%	$45.60M	320.60K	—	n/c	1
254	COP ConocoPhillips	0.1%	$44.46M	474.90K	—	n/c	1
255	FERG Ferguson plc	0.1%	$44.17M	198.41K	—	n/c	1
256	SPGI S&P Global Inc.	0.1%	$43.99M	84.19K	—	n/c	1
257	LQDT Liquidity Services, Inc.	0.1%	$43.92M	1.45M	—	n/c	1
258	BINC iShares Flexible Income…	0.1%	$43.89M	831.73K	—	n/c	1
259	C Citigroup Inc.	0.1%	$43.87M	375.98K	—	n/c	1
260	COKE Coca-Cola Consolidated, Inc.	0.1%	$43.53M	283.97K	—	n/c	1
261	TRV The Travelers Companies…	0.1%	$43.36M	149.49K	—	n/c	1
262	ADBE Adobe Inc.	0.1%	$42.79M	122.26K	—	n/c	1
263	PLD Prologis, Inc.	0.1%	$42.77M	335.02K	—	n/c	1
264	UCON First Trust Smith…	0.1%	$42.63M	1.69M	—	n/c	1
265	COWZ Pacer US Cash Cows 100 ETF	0.1%	$42.42M	704.96K	—	n/c	1
266	DELL Dell Technologies Inc.	0.1%	$42.36M	336.50K	—	n/c	1
267	SPTS State Street SPDR Portfolio…	0.1%	$42.31M	1.45M	—	n/c	1
268	MU Micron Technology, Inc.	0.1%	$42.12M	147.59K	—	n/c	1
269	GDX VanEck Gold Miners ETF	0.1%	$42.11M	490.91K	—	n/c	1
270	TXN Texas Instruments…	0.1%	$41.84M	241.15K	—	n/c	1
271	SCHB Schwab U.S. Broad Market ETF	0.1%	$41.34M	1.58M	—	n/c	1
272	MMM 3M Company	0.1%	$41.26M	257.70K	—	n/c	1
273	MGC Vanguard Morningstar Mega…	0.1%	$41.09M	163.60K	—	n/c	1
274	MET MetLife, Inc.	0.1%	$40.89M	517.98K	—	n/c	1
275	ADSK Autodesk, Inc.	0.1%	$40.24M	135.96K	—	n/c	1
276	MTUM iShares MSCI USA Momentum…	0.1%	$39.95M	159.60K	—	n/c	1
277	IWO iShares Russell 2000 Growth…	0.1%	$39.79M	123.20K	—	n/c	1
278	ENB Enbridge Inc.	0.1%	$38.69M	808.96K	—	n/c	1
279	JPIE JPMorgan Income ETF	0.1%	$38.69M	835.82K	—	n/c	1
280	IJK iShares S&P Mid-Cap 400…	0.1%	$38.43M	396.64K	—	n/c	1
281	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$38.28M	761.19K	—	n/c	1
282	GILD Gilead Sciences, Inc.	0.1%	$38.04M	309.94K	—	n/c	1
283	ROK Rockwell Automation, Inc.	0.1%	$37.46M	96.28K	—	n/c	1
284	FDN First Trust Dow Jones…	0.1%	$37.35M	138.76K	—	n/c	1
285	LHX L3Harris Technologies, Inc.	0.1%	$37.27M	126.96K	—	n/c	1
286	ACWI iShares MSCI ACWI ETF	0.1%	$37.21M	262.97K	—	n/c	1
287	XLE State Street Energy Select…	0.1%	$37.18M	831.69K	—	n/c	1
288	BRK-A Berkshire Hathaway Inc.	0.0%	$36.99M	49	—	n/c	1
289	SYK Stryker Corporation	0.0%	$36.60M	104.12K	—	n/c	1
290	VBIL VANGUARD INSTL INDEX FD	0.0%	$36.52M	484.20K	—	n/c	1
291	MNST Monster Beverage Corporation	0.0%	$36.50M	476.08K	—	n/c	1
292	SPSM State Street SPDR Portfolio…	0.0%	$36.34M	775.51K	—	n/c	1
293	VMBS Vanguard Mortgage-Backed…	0.0%	$36.22M	769.27K	—	n/c	1
294	LQD iShares iBoxx $ Investment…	0.0%	$35.99M	326.60K	—	n/c	1
295	CGGR Capital Group Growth ETF	0.0%	$35.89M	807.03K	—	n/c	1
296	VBK Vanguard Morningstar…	0.0%	$35.78M	118.44K	—	n/c	1
297	NVO Novo Nordisk A/S	0.0%	$35.37M	695.16K	—	n/c	1
298	MDLZ Mondelez International, Inc.	0.0%	$35.23M	654.55K	—	n/c	1
299	MINT PIMCO Enhanced Short…	0.0%	$34.69M	345.68K	—	n/c	1
300	IQV IQVIA Holdings Inc.	0.0%	$34.36M	152.44K	—	n/c	1
301	FTSM First Trust Enhanced Short…	0.0%	$34.31M	572.49K	—	n/c	1
302	BX Blackstone Inc.	0.0%	$34.27M	222.31K	—	n/c	1
303	CMS CMS Energy Corporation	0.0%	$33.76M	482.77K	—	n/c	1
304	NDAQ Nasdaq, Inc.	0.0%	$33.75M	347.45K	—	n/c	1
305	APH Amphenol Corporation	0.0%	$33.70M	249.38K	—	n/c	1
306	JEPQ JPMorgan Nasdaq Equity…	0.0%	$33.62M	578.40K	—	n/c	1
307	FTLS First Trust Long/Short…	0.0%	$33.60M	473.35K	—	n/c	1
308	VRT Vertiv Holdings Co	0.0%	$33.59M	207.32K	—	n/c	1
309	DFIV Dimensional - International…	0.0%	$33.25M	666.35K	—	n/c	1
310	DBEF Xtrackers MSCI EAFE Hedged…	0.0%	$33.00M	685.83K	—	n/c	1
311	AVEM Avantis Emerging Markets…	0.0%	$32.88M	426.87K	—	n/c	1
312	FDL First Trust Morningstar…	0.0%	$32.80M	739.69K	—	n/c	1
313	DFAS Dimensional - US Small Cap…	0.0%	$32.79M	470.71K	—	n/c	1
314	DFAC Dimensional - US Core…	0.0%	$32.78M	827.99K	—	n/c	1
315	CMI Cummins Inc.	0.0%	$32.67M	64.00K	—	n/c	1
316	APTV Aptiv PLC	0.0%	$32.61M	428.58K	—	n/c	1
317	JMBS Janus Henderson…	0.0%	$32.35M	708.13K	—	n/c	1
318	USMV iShares MSCI USA Min Vol…	0.0%	$31.75M	337.18K	—	n/c	1
319	AEP American Electric Power…	0.0%	$31.50M	273.21K	—	n/c	1
320	CEG Constellation Energy…	0.0%	$31.45M	89.02K	—	n/c	1
321	QUAL iShares MSCI USA Quality…	0.0%	$31.37M	157.96K	—	n/c	1
322	CWI State Street SPDR MSCI ACWI…	0.0%	$31.31M	871.55K	—	n/c	1
323	ORLY O'Reilly Automotive, Inc.	0.0%	$31.19M	341.95K	—	n/c	1
324	SPHQ Invesco S&P 500 Quality ETF	0.0%	$31.03M	413.46K	—	n/c	1
325	VV Vanguard Morningstar…	0.0%	$31.02M	98.52K	—	n/c	1
326	HYG iShares iBoxx $ High Yield…	0.0%	$30.63M	379.92K	—	n/c	1
327	APO Apollo Global Management…	0.0%	$30.61M	211.47K	—	n/c	1
328	MRVL Marvell Technology, Inc.	0.0%	$30.20M	355.43K	—	n/c	1
329	INDA iShares MSCI India ETF	0.0%	$29.82M	551.74K	—	n/c	1
330	REGN Regeneron Pharmaceuticals…	0.0%	$29.67M	38.44K	—	n/c	1
331	IJJ iShares S&P Mid-Cap 400…	0.0%	$29.40M	223.42K	—	n/c	1
332	BLV Vanguard Long-Term Bond ETF	0.0%	$29.00M	417.11K	—	n/c	1
333	JCPB JPMorgan Core Plus Bond ETF	0.0%	$28.87M	609.78K	—	n/c	1
334	TTE TotalEnergies SE	0.0%	$28.29M	432.40K	—	n/c	1
335	SPTL State Street SPDR Portfolio…	0.0%	$28.15M	1.06M	—	n/c	1
336	UPS United Parcel Service, Inc.	0.0%	$28.01M	282.40K	—	n/c	1
337	VOX Vanguard Communication…	0.0%	$27.99M	144.57K	—	n/c	1
338	AJG Arthur J. Gallagher & Co.	0.0%	$27.99M	108.14K	—	n/c	1
339	TEL TE Connectivity plc	0.0%	$27.83M	122.31K	—	n/c	1
340	VHT Vanguard Health Care ETF	0.0%	$27.80M	96.58K	—	n/c	1
341	CME CME Group Inc.	0.0%	$27.66M	101.30K	—	n/c	1
342	NUE Nucor Corporation	0.0%	$27.54M	168.86K	—	n/c	1
343	IBDS iShares iBonds Dec 2027…	0.0%	$27.51M	1.13M	—	n/c	1
344	ESGU iShares ESG Aware MSCI USA…	0.0%	$27.23M	182.81K	—	n/c	1
345	EEM iShares MSCI Emerging…	0.0%	$27.17M	496.56K	—	n/c	1
346	GLW Corning Inc	0.0%	$27.02M	308.64K	—	n/c	1
347	RH Rh	0.0%	$27.02M	215.96K	—	n/c	1
348	BILS State Street SPDR Bloomberg…	0.0%	$26.89M	271.02K	—	n/c	1
349	DHI D.R. Horton, Inc.	0.0%	$26.58M	184.56K	—	n/c	1
350	FPEI First Trust Institutional…	0.0%	$26.32M	1.36M	—	n/c	1
351	SNY Sanofi	0.0%	$26.12M	539.03K	—	n/c	1
352	PRF Invesco RAFI US 1000 ETF	0.0%	$26.11M	556.44K	—	n/c	1
353	SOXX iShares Semiconductor ETF	0.0%	$26.04M	86.47K	—	n/c	1
354	PPL PPL Corporation	0.0%	$26.01M	742.84K	—	n/c	1
355	PPA Invesco Aerospace & Defense…	0.0%	$25.69M	164.02K	—	n/c	1
356	LEN Lennar Corporation	0.0%	$25.67M	249.74K	—	n/c	1
357	IWN iShares Russell 2000 Value…	0.0%	$25.62M	141.40K	—	n/c	1
358	FANG Diamondback Energy, Inc.	0.0%	$25.57M	170.09K	—	n/c	1
359	CMCSA Comcast Corporation	0.0%	$25.56M	855.02K	—	n/c	1
360	APP AppLovin Corporation	0.0%	$25.38M	37.67K	—	n/c	1
361	UNM Unum Group	0.0%	$25.27M	326.07K	—	n/c	1
362	NXPI NXP Semiconductors N.V.	0.0%	$25.20M	116.11K	—	n/c	1
363	EZM WISDOMTREE TR	0.0%	$25.05M	374.94K	—	n/c	1
364	ROL Rollins, Inc.	0.0%	$24.85M	414.06K	—	n/c	1
365	SPYV State Street SPDR Portfolio…	0.0%	$24.84M	437.25K	—	n/c	1
366	RJF Raymond James Financial…	0.0%	$24.83M	154.62K	—	n/c	1
367	BTI British American Tobacco…	0.0%	$24.32M	429.49K	—	n/c	1
368	BUFD FT Vest Laddered Deep…	0.0%	$24.25M	858.57K	—	n/c	1
369	EG Everest Group, Ltd.	0.0%	$24.13M	71.11K	—	n/c	1
370	PRU Prudential Financial, Inc.	0.0%	$24.05M	213.08K	—	n/c	1
371	ALL The Allstate Corporation	0.0%	$23.96M	115.13K	—	n/c	1
372	MSI Motorola Solutions, Inc.	0.0%	$23.92M	62.40K	—	n/c	1
373	INTC Intel Corp.	0.0%	$23.77M	644.04K	—	n/c	1
374	THRO iShares U.S. Thematic…	0.0%	$23.60M	611.91K	—	n/c	1
375	FIX Comfort Systems USA, Inc.	0.0%	$23.45M	25.13K	—	n/c	1
376	PAYX Paychex, Inc.	0.0%	$23.35M	208.15K	—	n/c	1
377	DPZ Domino's Pizza, Inc.	0.0%	$23.32M	55.94K	—	n/c	1
378	CDNS Cadence Design Systems, Inc.	0.0%	$22.70M	72.61K	—	n/c	1
379	IGLD FIRST TR EXCHANGE-TRADED FD	0.0%	$22.59M	903.29K	—	n/c	1
380	BAI iShares A.I. Innovation and…	0.0%	$22.47M	674.71K	—	n/c	1
381	CATH GLOBAL X FDS	0.0%	$22.37M	272.07K	—	n/c	1
382	VXUS Vanguard Total…	0.0%	$22.29M	295.48K	—	n/c	1
383	BSX Boston Scientific…	0.0%	$22.12M	231.96K	—	n/c	1
384	CAH Cardinal Health, Inc.	0.0%	$22.01M	107.11K	—	n/c	1
385	RWR State Street SPDR Dow Jones…	0.0%	$21.99M	223.81K	—	n/c	1
386	JMUB JPMorgan Municipal ETF	0.0%	$21.99M	435.35K	—	n/c	1
387	IBDT iShares iBonds Dec 2028…	0.0%	$21.82M	857.24K	—	n/c	1
388	IGV iShares Expanded…	0.0%	$21.77M	205.98K	—	n/c	1
389	EFG iShares MSCI EAFE Growth ETF	0.0%	$21.65M	190.00K	—	n/c	1
390	VOOG Vanguard S&P 500 Growth ETF	0.0%	$21.46M	48.27K	—	n/c	1
391	FPE First Trust Preferred…	0.0%	$21.43M	1.18M	—	n/c	1
392	SPYM State Street SPDR Portfolio…	0.0%	$21.27M	265.20K	—	n/c	1
393	TFI State Street SPDR Nuveen…	0.0%	$21.22M	464.29K	—	n/c	1
394	VYMI Vanguard International High…	0.0%	$21.20M	235.52K	—	n/c	1
395	SNPS Synopsys, Inc.	0.0%	$21.16M	45.04K	—	n/c	1
396	FCNCA First Citizens BancShares…	0.0%	$21.15M	9.85K	—	n/c	1
397	TEVA Teva Pharmaceutical…	0.0%	$21.10M	676.17K	—	n/c	1
398	USHY iShares Broad USD High…	0.0%	$21.07M	563.55K	—	n/c	1
399	FMB First Trust Managed…	0.0%	$20.99M	411.23K	—	n/c	1
400	FEX FIRST TR EXCHANGE-TRADED ALP	0.0%	$20.80M	175.36K	—	n/c	1
401	VLO Valero Energy Corporation	0.0%	$20.68M	127.05K	—	n/c	1
402	SCHO Schwab Short-Term U.S.…	0.0%	$20.61M	845.57K	—	n/c	1
403	SPTI State Street SPDR Portfolio…	0.0%	$20.54M	712.34K	—	n/c	1
404	PVAL Putnam Focused Large Cap…	0.0%	$20.41M	447.91K	—	n/c	1
405	NKE NIKE, Inc.	0.0%	$20.35M	319.43K	—	n/c	1
406	CTVA Corteva, Inc.	0.0%	$20.25M	302.06K	—	n/c	1
407	IBDR iShares iBonds Dec 2026…	0.0%	$20.13M	830.96K	—	n/c	1
408	ICE Intercontinental Exchange…	0.0%	$20.08M	123.97K	—	n/c	1
409	SCHX Schwab U.S. Large-Cap ETF	0.0%	$20.01M	743.46K	—	n/c	1
410	ONT Onterris, Inc.	0.0%	$19.96M	803.93K	—	n/c	1
411	DSI iShares ESG MSCI KLD 400 ETF	0.0%	$19.95M	154.85K	—	n/c	1
412	BRO Brown & Brown, Inc.	0.0%	$19.87M	249.30K	—	n/c	1
413	EQIX Equinix, Inc.	0.0%	$19.85M	25.91K	—	n/c	1
414	IWV iShares Russell 3000 ETF	0.0%	$19.83M	51.27K	—	n/c	1
415	WEC WEC Energy Group, Inc.	0.0%	$19.76M	187.41K	—	n/c	1
416	CIBR First Trust Nasdaq…	0.0%	$19.75M	276.39K	—	n/c	1
417	STXF EA SERIES TRUST	0.0%	$19.36M	439.21K	—	n/c	1
418	D Dominion Energy, Inc.	0.0%	$19.24M	328.36K	—	n/c	1
419	PSC Principal U.S. Small-Cap…	0.0%	$19.23M	333.05K	—	n/c	1
420	EOG EOG Resources, Inc.	0.0%	$19.18M	182.65K	—	n/c	1
421	CWB State Street SPDR Bloomberg…	0.0%	$19.04M	213.50K	—	n/c	1
422	JCI Johnson Controls…	0.0%	$18.99M	158.58K	—	n/c	1
423	COWG Pacer US Large Cap Cash…	0.0%	$18.94M	537.89K	—	n/c	1
424	BUFZ FIRST TR EXCHNG TRADED FD VI	0.0%	$18.90M	712.42K	—	n/c	1
425	NOC Northrop Grumman Corporation	0.0%	$18.82M	33.00K	—	n/c	1
426	IUSG iShares Core S&P U.S.…	0.0%	$18.79M	111.86K	—	n/c	1
427	FSIG First Trust Limited…	0.0%	$18.73M	975.90K	—	n/c	1
428	SUSA iShares ESG Optimized MSCI…	0.0%	$18.61M	133.59K	—	n/c	1
429	IJT iShares S&P Small-Cap 600…	0.0%	$18.54M	131.31K	—	n/c	1
430	CRD-A CRAWFORD & CO	0.0%	$18.26M	1.62M	—	n/c	1
431	BKR Baker Hughes Company	0.0%	$18.22M	400.01K	—	n/c	1
432	TSCO Tractor Supply Company	0.0%	$18.16M	363.17K	—	n/c	1
433	FDX FedEx Corporation	0.0%	$18.15M	62.84K	—	n/c	1
434	VICI VICI Properties Inc.	0.0%	$17.96M	638.56K	—	n/c	1
435	VCEB VANGUARD WORLD FD	0.0%	$17.92M	281.61K	—	n/c	1
436	CBRE CBRE Group, Inc.	0.0%	$17.89M	111.24K	—	n/c	1
437	BAH Booz Allen Hamilton Holding…	0.0%	$17.87M	211.79K	—	n/c	1
438	VNQ Vanguard Real Estate ETF	0.0%	$17.69M	199.88K	—	n/c	1
439	NGG National Grid plc	0.0%	$17.61M	227.70K	—	n/c	1
440	CMG Chipotle Mexican Grill, Inc.	0.0%	$17.52M	473.39K	—	n/c	1
441	HBAN Huntington Bancshares…	0.0%	$17.44M	1.01M	—	n/c	1
442	ERIE Erie Indemnity Company	0.0%	$17.40M	60.71K	—	n/c	1
443	DFAT Dimensional - US Targeted…	0.0%	$17.27M	290.07K	—	n/c	1
444	HIG The Hartford Insurance…	0.0%	$17.24M	125.10K	—	n/c	1
445	ACGL Arch Capital Group Ltd.	0.0%	$17.18M	179.08K	—	n/c	1
446	GSK GSK plc	0.0%	$17.15M	349.64K	—	n/c	1
447	SCZ iShares MSCI EAFE Small-Cap…	0.0%	$17.12M	220.77K	—	n/c	1
448	AVIG AMERICAN CENTY ETF TR	0.0%	$17.10M	407.80K	—	n/c	1
449	COHR Coherent, Inc.	0.0%	$17.08M	92.54K	—	n/c	1
450	FXL First Trust Technology…	0.0%	$17.02M	101.12K	—	n/c	1
451	IYW iShares U.S. Technology ETF	0.0%	$16.99M	85.08K	—	n/c	1
452	ACWX iShares MSCI ACWI ex U.S.…	0.0%	$16.90M	251.70K	—	n/c	1
453	IJS iShares S&P Small-Cap 600…	0.0%	$16.90M	148.57K	—	n/c	1
454	NOBL ProShares - S&P 500…	0.0%	$16.87M	162.07K	—	n/c	1
455	SMMD iShares Russell 2500 ETF	0.0%	$16.82M	224.49K	—	n/c	1
456	IAGG iShares Core International…	0.0%	$16.64M	332.72K	—	n/c	1
457	EXPE Expedia Group, Inc.	0.0%	$16.63M	58.68K	—	n/c	1
458	IDEV iShares Core MSCI…	0.0%	$16.60M	201.23K	—	n/c	1
459	IWX iShares Russell Top 200…	0.0%	$16.52M	179.79K	—	n/c	1
460	MTB M&T Bank Corporation	0.0%	$16.47M	81.72K	—	n/c	1
461	HOOD Robinhood Markets, Inc.	0.0%	$16.45M	145.49K	—	n/c	1
462	GWW W.W. Grainger, Inc.	0.0%	$16.37M	16.22K	—	n/c	1
463	EAGG iShares ESG Aware U.S.…	0.0%	$16.36M	341.86K	—	n/c	1
464	DFAX Dimensional World ex U.S.…	0.0%	$16.33M	498.94K	—	n/c	1
465	QTEC First Trust…	0.0%	$16.30M	70.79K	—	n/c	1
466	AMT American Tower Corporation	0.0%	$15.96M	90.88K	—	n/c	1
467	BDX Becton, Dickinson and…	0.0%	$15.95M	82.21K	—	n/c	1
468	SPHY State Street SPDR Portfolio…	0.0%	$15.93M	673.20K	—	n/c	1
469	JPST JPMorgan Ultra-Short Income…	0.0%	$15.86M	313.58K	—	n/c	1
470	CL Colgate-Palmolive Company	0.0%	$15.64M	197.92K	—	n/c	1
471	CI Cigna Corporation	0.0%	$15.47M	56.23K	—	n/c	1
472	HSY The Hershey Company	0.0%	$15.35M	84.37K	—	n/c	1
473	APD Air Products and Chemicals…	0.0%	$15.23M	61.67K	—	n/c	1
474	SPIB State Street SPDR Portfolio…	0.0%	$15.20M	449.59K	—	n/c	1
475	CVS CVS Health Corp.	0.0%	$15.20M	191.51K	—	n/c	1
476	CHRW C.H. Robinson Worldwide…	0.0%	$15.18M	94.44K	—	n/c	1
477	DFAI Dimensional - International…	0.0%	$15.16M	397.78K	—	n/c	1
478	AVNM AMERICAN CENTY ETF TR	0.0%	$15.03M	204.50K	—	n/c	1
479	XEL Xcel Energy Inc.	0.0%	$15.02M	203.31K	—	n/c	1
480	CGHM Capital Group Municipal…	0.0%	$14.98M	587.83K	—	n/c	1
481	EMB iShares J.P. Morgan USD…	0.0%	$14.94M	155.12K	—	n/c	1
482	OKE ONEOK, Inc.	0.0%	$14.86M	202.19K	—	n/c	1
483	FTXL First Trust Nasdaq…	0.0%	$14.73M	113.74K	—	n/c	1
484	MGOV FIRST TR EXCHANGE-TRADED FD	0.0%	$14.65M	715.58K	—	n/c	1
485	NET Cloudflare, Inc.	0.0%	$14.65M	74.30K	—	n/c	1
486	SHW The Sherwin-Williams Company	0.0%	$14.62M	45.11K	—	n/c	1
487	IGLB iShares 10+ Year Investment…	0.0%	$14.60M	289.37K	—	n/c	1
488	IUSV iShares Core S&P U.S. Value…	0.0%	$14.53M	141.73K	—	n/c	1
489	KMB Kimberly-Clark Corporation	0.0%	$14.50M	143.76K	—	n/c	1
490	SHYG iShares 0-5 Year High Yield…	0.0%	$14.47M	337.49K	—	n/c	1
491	GIS General Mills, Inc.	0.0%	$14.46M	311.04K	—	n/c	1
492	BR Broadridge Financial…	0.0%	$14.43M	64.66K	—	n/c	1
493	NEM Newmont Corporation	0.0%	$14.39M	144.14K	—	n/c	1
494	MLI Mueller Industries, Inc.	0.0%	$14.39M	125.33K	—	n/c	1
495	RPV Invesco S&P 500 Pure Value…	0.0%	$14.35M	138.83K	—	n/c	1
496	ODFL Old Dominion Freight Line…	0.0%	$14.27M	90.98K	—	n/c	1
497	COIN Coinbase Global, Inc.	0.0%	$14.20M	62.81K	—	n/c	1
498	VCLT Vanguard Long-Term…	0.0%	$14.14M	186.49K	—	n/c	1
499	YUM Yum! Brands, Inc.	0.0%	$14.06M	92.94K	—	n/c	1
500	AVY Avery Dennison Corporation	0.0%	$14.06M	77.31K	—	n/c	1

Solo posiciones de acciones ordinarias (SH); las líneas de opciones están en la pestaña Opciones y nunca se netean. ✂ = cambio calculado respecto a las acciones previas ajustadas por splits. "Mantenido N+" = mantenido cada trimestre en nuestra ventana, posiblemente más.

Subyacente	Tipo	Acciones subyacentes	Valor declarado
SPY	Put	160.30K	$109.31M
NVDA	Put	77.10K	$14.38M
CNC	Call	77.60K	$3.19M
AJG	Put	10.00K	$2.59M
SPY	Call	3.50K	$2.39M
CLF	Call	146.30K	$1.94M
QQQ	Put	3.10K	$1.90M
PZZA	Call	37.50K	$1.44M
CHYM	Call	46.20K	$1.16M
MBLY	Call	109.50K	$1.14M
CLOV	Call	455.30K	$1.07M
AI	Call	67.10K	$904,508
SOUN	Call	61.30K	$611,161
S	Call	39.70K	$595,500
MSTR	Call	3.60K	$547,020
ASO	Call	10.20K	$509,592
SMCI	Call	17.40K	$509,298
CMCSA	Put	15.50K	$463,295
SRPT	Call	19.20K	$413,184
MSFT	Put	700	$338,534
NVDA	Call	1.50K	$279,750
ORCL	Call	1.30K	$253,383
GLD	Put	600	$237,786

Los 13F reportan el nocional de opciones (acciones subyacentes y valor de mercado), pero no el precio de ejercicio, el vencimiento ni si la opción fue comprada o emitida — no es posible inferir la dirección. Metodología

Antigüedad de la posición

26570–1 trimestres

Trimestres consecutivos en que cada posición actual ha sido reportada, dentro de nuestra ventana de datos.

Gestores similares

Gestor	Posiciones comunes	Superposición de nombres	Similitud ponderada
Mml Investors Services, Llc	2260	59.8%	0.8025	Comparar ⇄
Envestnet Asset Management Inc	2660	54.0%	0.7843	Comparar ⇄
Corient Private Wealth LP	1898	49.0%	0.7797	Comparar ⇄
Cetera Investment Advisers	2597	52.0%	0.7779	Comparar ⇄
Fifth Third Bancorp	2355	50.0%	0.7648	Comparar ⇄
Mariner, LLC	1916	43.9%	0.7501	Comparar ⇄
LPL Financial LLC	2724	45.6%	0.749	Comparar ⇄
Wealth Enhancement Advisory Services…	2285	51.7%	0.7427	Comparar ⇄

Similitud basada únicamente en posiciones largas declaradas — las coberturas y los activos no sujetos a 13F no son visibles. Metodología

Historial de declaraciones

Jul 28 2026 13F-HR · período Q2 2026

$83.67B · 5,414 posiciones listadas · Ver presentación original ante la SEC ↗

Apr 27 2026 13F-HR · período Q1 2026

$74.18B · 5,223 posiciones listadas · Ver presentación original ante la SEC ↗

Feb 02 2026 13F-HR · período Q4 2025

$75.00B · 5,167 posiciones listadas · Ver presentación original ante la SEC ↗

Nov 03 2025 13F-HR · período Q3 2025

$73.97B · 5,089 posiciones listadas · Ver presentación original ante la SEC ↗

Jul 18 2025 13F-HR · período Q2 2025

$68.34B · 4,895 posiciones listadas · Ver presentación original ante la SEC ↗

Procedencia: Todas las posiciones analizadas de las tablas de información 13F de este gestor en SEC EDGAR; valores tal como se declararon, en USD enteros. Los cambios comparan la última versión aceptada de cada trimestre (enmiendas incorporadas) sobre recuentos de acciones ajustados por splits. Período de reporte: Q4 2025 · última presentación Jul 28, 2026 · Metodología de cambios

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Truist Financial Corp