MondegarAI
BANK OF MONTREAL /CAN/ (BMO, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD, GDXU, JETD)

Q1 2026 · 13F-HR

BANK OF MONTREAL /CAN/ (BMO, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD, GDXU, JETD)holdings as filed

Filed 2026-05-13 · accession 0000927971-26-000078

$268.54B
Reported value
3,733
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · BANK OF MONTREAL /CAN/ (BMO, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD, GDXU, JETD) · Q1 2026

AI · grounded in 13F

BANK OF MONTREAL significantly increased its position in KRE by 499.75%. The fund also accumulated shares in TLT and IWM, increasing those holdings by 105.57% and 60.66% respectively. Conversely, the fund trimmed its exposure to XLF by 98.87% and XLI by 94.25%.

Holdings as filed

First 500 of 3733

CUSIPTickerIssuerValue% port.SharesClassVoting
780087102RYROYAL BK CDA$10.05B3.74%62,158,399CommonSOLE
67066G104NVDANVIDIA CORPORATION$9.73B3.62%55,784,682CommonSOLE
891160509TDTORONTO DOMINION BK ONT$7.04B2.62%75,336,464CommonSOLE
037833100AAPLAPPLE INC$6.92B2.58%27,285,061CommonSOLE
G17977110BURBURFORD CAPITAL LIMITED$6.88B2.56%7,366,851CommonSOLE
02079K305GOOGLALPHABET INC$5.60B2.08%19,457,567CommonSOLE
594918104MSFTMICROSOFT CORP$5.56B2.07%15,016,936CommonSOLE
023135106AMZNAMAZON COM INC$5.13B1.91%24,640,996CommonSOLE
064149107BNSBANK NOVA SCOTIA B C$3.89B1.45%56,069,406CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$3.88B1.44%40,932,860CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$3.88B1.44%5,964,307CommonSOLE
063671101BMOBANK MONTREAL MEDIUM$3.79B1.41%27,997,338CommonSOLE
87807B107TRPTC ENERGY CORP$3.40B1.27%54,319,175CommonSOLE
30303M102METAMETA PLATFORMS INC$3.38B1.26%5,916,360CommonSOLE
136385101CNQCANADIAN NAT RES LTD MED TER$3.12B1.16%63,903,165CommonSOLE
29250N105ENBENBRIDGE INC$3.10B1.15%57,204,190CommonSOLE
11135F101AVGOBROADCOM INC$3.06B1.14%9,877,142CommonSOLE
02079K107GOOGALPHABET INC$2.83B1.06%9,879,313CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.80B1.04%16,044,000PUTSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$2.66B0.99%4,089,100PUTSOLE
64110L106NFLXNETFLIX INC.$2.56B0.95%26,578,254CommonSOLE
88160R101TSLATESLA INC$2.47B0.92%6,651,055CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$2.41B0.90%36,475,558CommonSOLE
11271J107BNBROOKFIELD CORP$2.22B0.83%54,786,930CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$2.11B0.78%10,369,783CommonSOLE
92189F106GDXVANECK ETF TRUST$2.07B0.77%22,575,083CommonSOLE
56501R106MFCMANULIFE FINL CORP$1.97B0.74%57,296,687CommonSOLE
464287655IWMISHARES TR$1.96B0.73%7,894,300PUTSOLE
92826C839VVISA INC$1.86B0.69%6,151,733CommonSOLE
464287200IVVISHARES TR$1.80B0.67%2,750,861CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1.69B0.63%2,603,200CALLSOLE
46625H100JPMJPMORGAN CHASE & CO$1.63B0.61%5,555,718CommonSOLE
82509L107SHOPSHOPIFY INC$1.55B0.58%13,053,711CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.55B0.58%19,679,674CommonSOLE
931142103WMTWALMART INC$1.54B0.57%12,370,331CommonSOLE
46432F842IEFAISHARES TR$1.50B0.56%16,514,199CommonSOLE
136375102CNICANADIAN NATL RY CO$1.44B0.54%13,995,757CommonSOLE
532457108LLYELI LILLY & CO$1.39B0.52%1,507,369CommonSOLE
349553107FTSFORTIS INC$1.38B0.51%24,783,969CommonSOLE
06849F108BBARRICK MNG CORP$1.38B0.51%33,770,967CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.37B0.51%1,369,928CommonSOLE
464287655IWMISHARES TR$1.36B0.51%5,491,700CALLSOLE
464287432TLTISHARES TR$1.36B0.51%15,673,327CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$1.32B0.49%8,135,633CommonSOLE
351858105FNVFRANCO NEV CORP$1.27B0.47%5,108,197CommonSOLE
37954Y673PAVEGLOBAL X FDS$1.23B0.46%24,209,769CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.20B0.45%2,500,854CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.15B0.43%7,839,563CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$1.13B0.42%8,596,293CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.10B0.41%4,514,106CommonSOLE
617446448MSMORGAN STANLEY$1.10B0.41%6,663,292CommonSOLE
M3760D101ESLTELBIT SYS LTD$1.05B0.39%12,554CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.04B0.39%5,131,488CommonSOLE
023135106AMZNAMAZON COM INC$1.04B0.39%4,972,600PUTSOLE
060505104BACBANK AMERICA CORP$1.00B0.37%20,608,338CommonSOLE
595112103MUMICRON TECHNOLOGY INC$989.4M0.37%2,928,537CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$983.7M0.37%1,162,837CommonSOLE
67077M108NTRNUTRIEN LTD$972.8M0.36%12,884,726CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$954.4M0.36%1,910,180CommonSOLE
G16252101BIPBROOKFIELD INFRASTRUCTURE PA$953.9M0.36%26,410,010CommonSOLE
464287432TLTISHARES TR$953.4M0.36%10,997,900PUTSOLE
706327103PBAPEMBINA PIPELINE CORP$943.7M0.35%21,078,687CommonSOLE
290876101EMAEMERA INC$925.7M0.34%17,854,804CommonSOLE
05534B760BCEBCE INC$908.0M0.34%35,980,451CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$907.2M0.34%23,584,706CommonSOLE
30231G102XOMEXXON MOBIL CORP$863.0M0.32%5,086,595CommonSOLE
464287655IWMISHARES TR$861.7M0.32%3,474,648CommonSOLE
46090E103QQQINVESCO QQQ TR$856.7M0.32%1,484,321CommonSOLE
922908363VOOVANGUARD INDEX FDS$806.4M0.30%1,349,585CommonSOLE
30303M102METAMETA PLATFORMS INC$793.4M0.30%1,386,700PUTSOLE
87971M103TUTELUS CORPORATION$770.1M0.29%59,901,624CommonSOLE
172967424CCITIGROUP INC$759.9M0.28%6,700,649CommonSOLE
92189F791GDXJVANECK ETF TRUST$718.7M0.27%5,987,551CommonSOLE
00287Y109ABBVABBVIE INC$669.5M0.25%3,078,495CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$667.0M0.25%9,011,952CommonSOLE
13321L108CCJCAMECO CORP$653.6M0.24%6,008,985CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$650.7M0.24%10,383,850CommonSOLE
68389X105ORCLORACLE CORP$641.3M0.24%4,359,321CommonSOLE
594918104MSFTMICROSOFT CORP$630.1M0.23%1,702,300PUTSOLE
46434G103IEMGISHARES INC$629.2M0.23%9,020,598CommonSOLE
15135U109CVECENOVUS ENERGY INC$621.1M0.23%23,398,286CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$602.9M0.22%1,544,268CommonSOLE
742718109PGPROCTER & GAMBLE CO$581.9M0.22%4,028,540CommonSOLE
58933Y105MRKMERCK & CO INC$581.1M0.22%4,831,161CommonSOLE
67066G104NVDANVIDIA CORPORATION$559.5M0.21%3,207,900CALLSOLE
166764100CVXCHEVRON CORPORATION$552.6M0.21%2,671,012CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$547.2M0.20%10,899,504CommonSOLE
17275R102CSCOCISCO SYS INC$538.4M0.20%6,939,560CommonSOLE
437076102HDHOME DEPOT INC$524.3M0.20%1,594,211CommonSOLE
81762P102NOWSERVICENOW INC$517.0M0.19%4,945,324CommonSOLE
G54950103LINLINDE PLC$516.0M0.19%1,040,790CommonSOLE
149123101CATCATERPILLAR INC$508.6M0.19%717,839CommonSOLE
701094104PHPARKER-HANNIFIN CORP$507.3M0.19%566,649CommonSOLE
00206R102TAT&T INC$505.9M0.19%17,451,384CommonSOLE
369550108GDGENERAL DYNAMICS CORP$498.4M0.19%1,452,160CommonSOLE
872540109TJXTJX COS INC NEW$496.1M0.18%3,106,194CommonSOLE
375558103GILDGILEAD SCIENCES INC$494.7M0.18%3,549,224CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$488.0M0.18%807,427CommonSOLE
M53213100ICLICL GROUP LTD$484.9M0.18%945,593CommonSOLE
78464A698KRESPDR SERIES TRUST$483.5M0.18%7,421,800CALLSOLE
884903808TRI4EURTHOMSON REUTERS CORP$480.6M0.18%5,323,269CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$478.9M0.18%2,987,173CommonSOLE
78464A797KBESPDR SERIES TRUST$476.5M0.18%8,001,300PUTSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$467.5M0.17%10,513,011CommonSOLE
191216100KOCOCA COLA CO$455.9M0.17%5,995,076CommonSOLE
464287465EFAISHARES TR$453.5M0.17%4,668,948CommonSOLE
464287507IJHISHARES TR$451.3M0.17%6,683,607CommonSOLE
580135101MCDMCDONALDS CORP$435.5M0.16%1,401,321CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$434.8M0.16%8,700,500CALLSOLE
65339F101NEENEXTERA ENERGY INC$433.8M0.16%4,670,849CommonSOLE
512807306LRCXLAM RESEARCH CORP$432.0M0.16%2,021,976CommonSOLE
94106L109WMWASTE MGMT INC DEL$426.8M0.16%1,857,148CommonSOLE
464287440IEFISHARES TR$422.3M0.16%4,424,785CommonSOLE
88160R101TSLATESLA INC$418.6M0.16%1,125,900PUTSOLE
91324P102UNHUNITEDHEALTH GROUP INC$415.4M0.15%1,535,205CommonSOLE
718172109PMPHILIP MORRIS INTL INC$415.1M0.15%2,510,786CommonSOLE
78464A698KRESPDR SERIES TRUST$410.6M0.15%6,301,800PUTSOLE
85472N109STNSTANTEC INC$410.2M0.15%4,743,566CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$407.8M0.15%6,938,050CommonSOLE
36828A101GEVGE VERNOVA INC$404.9M0.15%463,860CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$403.1M0.15%2,756,000PUTSOLE
007903107AMDADVANCED MICRO DEVICES INC$401.8M0.15%1,975,200PUTSOLE
15101Q207CLSCELESTICA INC$396.5M0.15%1,405,341CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$395.1M0.15%1,008,491CommonSOLE
496902404KGCKINROSS GOLD CORP$389.5M0.15%12,738,273CommonSOLE
949746101WMT2WELLS FARGO & CO$389.2M0.14%4,889,053CommonSOLE
369604301GEGE AEROSPACE$383.2M0.14%1,350,452CommonSOLE
878742204TECKTECK RESOURCES LTD$382.9M0.14%7,386,337CommonSOLE
958102105WDCWESTERN DIGITAL CORP$380.0M0.14%1,405,042CommonSOLE
G0593M107AZNASTRAZENECA PLC$379.9M0.14%1,926,315CommonSOLE
58155Q103MCKMCKESSON CORP$369.5M0.14%427,003CommonSOLE
833445109SNOWSNOWFLAKE INC$368.6M0.14%2,443,914CommonSOLE
780259305SHELSHELL PLC$359.2M0.13%3,862,524CommonSOLE
29084Q100EMEEMCOR GROUP INC$356.1M0.13%482,285CommonSOLE
74340W103PLDPROLOGIS INC.$355.4M0.13%2,688,736CommonSOLE
453038408IMOIMPERIAL OIL LTD$354.2M0.13%2,703,378CommonSOLE
713448108PEPPEPSICO INC$352.6M0.13%2,270,571CommonSOLE
464288513HYGISHARES TR$352.3M0.13%4,427,500PUTSOLE
12532H104GIBCGI INC$346.8M0.13%4,742,335CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$341.7M0.13%5,577,903CommonSOLE
500767306KWEBKRANESHARES TRUST$340.1M0.13%11,961,000CALLSOLE
78467J100SSNCSS&C TECH HLDGS$338.2M0.13%5,005,253CommonSOLE
031162100AMGNAMGEN INC$338.2M0.13%961,165CommonSOLE
G5960L103MDTMEDTRONIC PLC$337.4M0.13%3,893,787CommonSOLE
458140100INTCINTEL CORP$330.5M0.12%7,488,901CommonSOLE
464287234EEMISHARES TR$330.2M0.12%5,813,781CommonSOLE
464288588MBBISHARES TR$325.3M0.12%3,425,563CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$324.2M0.12%4,507,081CommonSOLE
12572Q105CMECME GROUP INC$322.2M0.12%1,091,037CommonSOLE
559222401MGAMAGNA INTL INC$315.0M0.12%5,639,704CommonSOLE
74164M108PRIPRIMERICA INC$315.0M0.12%1,257,398CommonSOLE
038222105AMATAPPLIED MATLS INC$314.9M0.12%921,257CommonSOLE
922908769VTIVANGUARD INDEX FDS$311.0M0.12%969,473CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$310.0M0.12%1,278,963CommonSOLE
882508104TXNTEXAS INSTRS INC$307.2M0.11%1,582,490CommonSOLE
64110L106NFLXNETFLIX INC.$307.0M0.11%3,193,100PUTSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$304.2M0.11%900,057CommonSOLE
464287457SHYISHARES TR$302.8M0.11%3,667,773CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$302.5M0.11%4,719,883CommonSOLE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$301.6M0.11%488,938CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$295.9M0.11%1,829,718CommonSOLE
55024UAH2LITE 1.5 12/15/29LUMENTUM HLDGS INC$295.8M0.11%29,292,000CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$294.0M0.11%1,869,554CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$293.7M0.11%409CommonSOLE
41653L305HTRBHARTFORD FDS EXCHANGE TRADED$292.3M0.11%8,664,503CommonSOLE
025816109AXPAMERICAN EXPRESS CO$285.1M0.11%942,481CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$284.6M0.11%579,041CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE ENERGY$284.5M0.11%8,720,826CommonSOLE
03073E105CORCENCORA INC$281.9M0.10%897,463CommonSOLE
78467X109DIASTATE STR SPDR DOW JONES IND$281.7M0.10%608,192CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$270.5M0.10%4,856,932CommonSOLE
482480100KLACKLA CORP$264.3M0.10%179,496CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$260.8M0.10%1,989,701CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$260.8M0.10%897,019CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$260.0M0.10%2,766,281CommonSOLE
37733W204GSKGSK PLC$256.1M0.10%4,639,799CommonSOLE
46434G822EWJISHARES INC$255.8M0.10%3,029,092CommonSOLE
922908629VOVANGUARD INDEX FDS$252.7M0.09%879,890CommonSOLE
912008109USFDUS FOODS HLDG CORP$250.0M0.09%2,711,676CommonSOLE
002824100ABTABBOTT LABORATORIES$247.3M0.09%2,408,202CommonSOLE
74935Q107RBARB GLOBAL INC$242.3M0.09%2,526,563CommonSOLE
011532108AGIALAMOS GOLD INC$239.6M0.09%5,385,432CommonSOLE
032095101APHAMPHENOL CORP$235.5M0.09%1,863,865CommonSOLE
75513E101RTXRTX CORPORATION$233.9M0.09%1,212,568CommonSOLE
89346D107TACTRANSALTA CORP$233.0M0.09%17,714,553CommonSOLE
78464A698KRESPDR SERIES TRUST$232.9M0.09%3,574,230CommonSOLE
747525103QCOMQUALCOMM INC$231.4M0.09%1,797,053CommonSOLE
92189F106GDXVANECK ETF TRUST$231.3M0.09%2,520,000PUTSOLE
55336V100MPLXMPLX LP$229.8M0.09%4,027,427CommonSOLE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$228.9M0.09%5,792,101CommonSOLE
548661107LOWLOWES COS INC$226.9M0.08%960,296CommonSOLE
907818108UNPUNION PAC CORP$226.3M0.08%932,922CommonSOLE
958102AT2WDC 3 11/15/28WESTERN DIGITAL CORP$225.1M0.08%31,407,000CommonSOLE
M2573A106ZOOZZOOZ STRATEGY LTD$222.2M0.08%7,000,000CommonSOLE
609207105MDLZMONDELEZ INTL INC$222.1M0.08%3,852,427CommonSOLE
83671M105SOBOSOUTH BOW CORP$219.4M0.08%6,592,749CommonSOLE
055622104BPBP PLC$217.2M0.08%4,621,966CommonSOLE
254687106DISDISNEY WALT CO$216.4M0.08%2,245,795CommonSOLE
717081103PFEPFIZER INC$215.3M0.08%7,667,405CommonSOLE
969457100WMBWILLIAMS COS INC$212.1M0.08%2,914,185CommonSOLE
464287804IJRISHARES TR$210.2M0.08%1,690,865CommonSOLE
00724F101ADBEADOBE INC$208.3M0.08%857,037CommonSOLE
438516106HONHONEYWELL INTL INC$208.3M0.08%921,526CommonSOLE
89832Q109TFCTRUIST FINL CORP$207.8M0.08%4,520,788CommonSOLE
25746U109DDOMINION ENERGY INC$207.6M0.08%3,357,665CommonSOLE
651639106NEMNEWMONT CORP$206.6M0.08%1,908,903CommonSOLE
902973304USBUS BANCORP$205.8M0.08%3,956,818CommonSOLE
929740108WABWABTEC$205.2M0.08%821,182CommonSOLE
20030N101CMCSACOMCAST CORP NEW$204.0M0.08%7,104,177CommonSOLE
02079K305GOOGLALPHABET INC$203.6M0.08%707,900PUTSOLE
46120E602ISRGINTUITIVE SURGICAL INC$202.4M0.08%439,107CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$201.9M0.08%1,225,302CommonSOLE
20825C104COPCONOCOPHILLIPS$201.6M0.08%1,527,587CommonSOLE
595112103MUMICRON TECHNOLOGY INC$200.3M0.07%592,800PUTSOLE
F92124100TTETOTALENERGIES SE$199.6M0.07%2,134,387CommonSOLE
379577208GMEDGLOBUS MED INC$198.8M0.07%2,307,181CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$198.5M0.07%1,136,702CommonSOLE
37960A529SHLDGLOBAL X FDS$196.8M0.07%2,778,058CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$196.1M0.07%1,497,734CommonSOLE
922908751VBVANGUARD INDEX FDS$192.0M0.07%733,004CommonSOLE
767204100RIORIO TINTO PLC$191.8M0.07%2,056,347CommonSOLE
285512109EAELECTRONIC ARTS INC$191.3M0.07%938,184CommonSOLE
464287499IWRISHARES TR$191.2M0.07%1,966,876CommonSOLE
55024U109LITELUMENTUM HLDGS INC$188.4M0.07%268,025CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$188.3M0.07%388,264CommonSOLE
48238T109OPLNOPENLANE INC$187.0M0.07%6,415,616CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$185.9M0.07%3,439,154CommonSOLE
125523100CITHE CIGNA GROUP$185.4M0.07%695,013CommonSOLE
103310108BGSIBOYD GROUP SERVICES INC$183.4M0.07%1,436,515CommonSOLE
053332102AZOAUTOZONE INC$182.4M0.07%53,992CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$182.0M0.07%4,905,475CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$181.7M0.07%1,552,208CommonSOLE
46428Q109SLVISHARES SILVER TR$181.3M0.07%2,660,376CommonSOLE
219350105GLWCORNING INC$181.2M0.07%1,332,860CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$179.9M0.07%414,541CommonSOLE
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$178.8M0.07%39,818,000CommonSOLE
235851102DHRDANAHER CORP DEL$178.4M0.07%941,034CommonSOLE
79466L302CRMSALESFORCE INC$177.7M0.07%951,843CommonSOLE
464287432TLTISHARES TR$177.6M0.07%2,049,200CALLSOLE
G29183103ETNEATON CORP PLC$177.4M0.07%496,007CommonSOLE
650111107NYTNEW YORK TIMES CO MTN BE$177.1M0.07%2,114,549CommonSOLE
H1467J104CBCHUBB LTD SWITZ$176.0M0.07%540,035CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$174.4M0.06%390,476CommonSOLE
654106103NKENIKE INC$174.1M0.06%3,296,749CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$173.1M0.06%2,131,170CommonSOLE
N07059210ASMLASML HLDG NV$171.7M0.06%129,973CommonSOLE
231021106CMICUMMINS INC$170.5M0.06%316,935CommonSOLE
443628102HBMHUDBAY MINERALS INC$169.1M0.06%8,072,235CommonSOLE
78409V104SPGIS&P GLOBAL INC$168.9M0.06%397,190CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$168.4M0.06%1,020,559CommonSOLE
09290D101BLKBLACKROCK INC$167.3M0.06%174,002CommonSOLE
49177J102KVUEKENVUE INC$166.5M0.06%9,659,545CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$166.4M0.06%799,646CommonSOLE
842587107SOSOUTHERN CO$166.2M0.06%1,721,982CommonSOLE
441593100HLIHOULIHAN LOKEY INC$165.1M0.06%1,149,599CommonSOLE
91913Y100VLOVALERO ENERGY CORP$164.6M0.06%666,179CommonSOLE
172908105CTASCINTAS CORP$163.7M0.06%967,985CommonSOLE
371901109GNTXGENTEX CORP$161.6M0.06%7,398,009CommonSOLE
464287226AGGISHARES TR$161.6M0.06%1,627,479CommonSOLE
816851109SRESEMPRA$161.5M0.06%1,662,356CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$160.8M0.06%791,498CommonSOLE
74762E102QUREQUANTA SVCS INC$160.1M0.06%291,608CommonSOLE
040413205ANETARISTA NETWORKS INC$159.8M0.06%1,301,437CommonSOLE
65473P105NINISOURCE INC$158.3M0.06%3,393,371CommonSOLE
46429B598INDAISHARES TR$157.6M0.06%3,363,900CALLSOLE
G1151C101ACNACCENTURE PLC IRELAND$157.3M0.06%793,292CommonSOLE
097023105BABOEING CO$155.7M0.06%782,359CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$154.4M0.06%827,925CommonSOLE
02209S103MOALTRIA GROUP INC$154.4M0.06%2,339,992CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$151.1M0.06%4,507,868CommonSOLE
037833100AAPLAPPLE INC$150.8M0.06%594,300CALLSOLE
806407102HSICSCHEIN HENRY INC$150.6M0.06%2,043,970CommonSOLE
863667101SYKSTRYKER CORPORATION$150.4M0.06%457,607CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$150.0M0.06%1,128,893CommonSOLE
69331C108PCGPG&E CORP$149.3M0.06%8,498,767CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$147.7M0.06%686,798CommonSOLE
697900108PAASPAN AMERN SILVER CORP$147.3M0.05%2,692,081CommonSOLE
778296103ROSTROSS STORES INC$146.3M0.05%675,188CommonSOLE
72348N109PNFPPINNACLE FINL PARTNERS INC$145.6M0.05%1,689,737CommonSOLE
855244109SBUXSTARBUCKS CORP$144.9M0.05%1,617,111CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$143.7M0.05%2,369,085CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$142.3M0.05%2,202,274CommonSOLE
464287184FXIISHARES TR$142.0M0.05%3,955,858CommonSOLE
244199105DEDEERE & CO$141.7M0.05%251,565CommonSOLE
032654105ADIANALOG DEVICES INC$139.7M0.05%439,111CommonSOLE
571903202MARMARRIOTT INTL INC NEW$139.6M0.05%426,804CommonSOLE
461202103INTUINTUIT$138.8M0.05%321,123CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$138.8M0.05%392,341CommonSOLE
65249B109NWSANEWS CORP NEW$138.8M0.05%5,567,070CommonSOLE
893641100TDGTRANSDIGM GROUP INC$138.6M0.05%119,589CommonSOLE
464287614IWFISHARES TR$138.3M0.05%324,321CommonSOLE
891160509TDTORONTO DOMINION BK ONT$138.0M0.05%1,477,600CALLSOLE
03831W108APPAPPLOVIN CORP$136.7M0.05%343,561CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$136.1M0.05%424,615CommonSOLE
30161N101EXCEXELON CORP$135.5M0.05%2,764,918CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$132.4M0.05%1,868,672CommonSOLE
718546104PSXPHILLIPS 66$132.4M0.05%726,489CommonSOLE
743315103PGRPROGRESSIVE CORP$132.3M0.05%667,620CommonSOLE
46435G268SMMDISHARES TR$132.1M0.05%1,730,215CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$131.6M0.05%3,420,000CALLSOLE
666807102NOCNORTHROP GRUMMAN CORP$130.3M0.05%190,958CommonSOLE
87241L109TFIITRANSFORCE INC$129.5M0.05%1,189,709CommonSOLE
124765108CAECAE INC$129.3M0.05%4,964,469CommonSOLE
368736104GNRCGENERAC HLDGS INC$129.2M0.05%661,322CommonSOLE
56585A102MPCMARATHON PETE CORP$129.0M0.05%528,471CommonSOLE
46428Q109SLVISHARES SILVER TR$128.1M0.05%1,880,000CALLSOLE
14040H105COFCAPITAL ONE FINL CORP$127.8M0.05%700,471CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$127.0M0.05%1,913,404CommonSOLE
872590104TMUST-MOBILE US INC$126.7M0.05%603,190CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$126.3M0.05%30,000CommonSOLE
34959E109FTNTFORTINET INC$126.2M0.05%1,543,801CommonSOLE
19247G107COHRCOHERENT CORP$125.7M0.05%527,871CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$125.3M0.05%8,675,195CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$125.1M0.05%1,355,508CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$125.0M0.05%1,121,964CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$124.7M0.05%497,820CommonSOLE
693506107PPGPPG INDS INC$124.5M0.05%1,165,292CommonSOLE
833034101SNASNAP ON INC$124.3M0.05%342,215CommonSOLE
194693107CIGICOLLIERS INTL GROUP INC$123.7M0.05%1,156,591CommonSOLE
015857105AQNALGONQUIN POWER & UTILITIES$123.5M0.05%20,155,570CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$123.3M0.05%824,329CommonSOLE
303075105FDSFACTSET RESH SYS INC$123.1M0.05%567,466CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$123.0M0.05%532,524CommonSOLE
464287622IWBISHARES TR$121.8M0.05%341,619CommonSOLE
857477103STTSTATE STR CORP$121.1M0.05%956,904CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$119.4M0.04%952,010CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$119.2M0.04%1,546,315CommonSOLE
093712107BEBLOOM ENERGY CORP$118.9M0.04%877,880CommonSOLE
756109104OREALTY INCOME CORP$118.9M0.04%1,944,134CommonSOLE
256746108DLTRDOLLAR TREE INC$118.8M0.04%1,084,385CommonSOLE
126650100CVSCVS HEALTH CORP$118.4M0.04%1,648,447CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$117.8M0.04%613,555CommonSOLE
95040Q104WELLWELLTOWER INC$117.1M0.04%592,204CommonSOLE
464288257ACWIISHARES TR$117.0M0.04%845,846CommonSOLE
86272C103STRASTRATEGIC ED INC$116.8M0.04%1,408,203CommonSOLE
464287168DVYISHARES TR$116.4M0.04%768,498CommonSOLE
40412C101HCAHCA HEALTHCARE INC$115.8M0.04%244,667CommonSOLE
26875P101EOGEOG RES INC$115.6M0.04%799,381CommonSOLE
311900104FASTFASTENAL CO$115.3M0.04%2,485,960CommonSOLE
011642105ALRMALARM COM HLDGS INC$114.8M0.04%2,657,641CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$114.0M0.04%705,000CALLSOLE
91912E105VALEVALE S A$112.7M0.04%7,082,535CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$112.0M0.04%4,010,765CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$111.4M0.04%752,342CommonSOLE
829073105SSDSIMPSON MFG INC$111.2M0.04%648,001CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$111.2M0.04%266,733CommonSOLE
871829107SYYSYSCO CORP$111.0M0.04%1,556,130CommonSOLE
358039105FRPTFRESHPET INC$110.1M0.04%1,867,376CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$109.3M0.04%1,526,010CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$108.8M0.04%417,825CommonSOLE
25243Q205DEODIAGEO PLC$107.7M0.04%1,446,618CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$107.5M0.04%6,766,698CommonSOLE
78464A870XBISPDR SERIES TRUST$106.6M0.04%834,630CommonSOLE
594972408MSTRSTRATEGY INC$106.4M0.04%852,764CommonSOLE
G25508105CRHCRH PLC$105.6M0.04%1,004,600CommonSOLE
09260D107BXBLACKSTONE INC$103.6M0.04%900,569CommonSOLE
33829M101FIVEFIVE BELOW INC$103.4M0.04%452,489CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$102.3M0.04%517,397CommonSOLE
25434V831DUHPDIMENSIONAL ETF TRUST$100.5M0.04%2,733,093CommonSOLE
88160R101TSLATESLA INC$100.4M0.04%270,000CALLSOLE
22160N109CSGPCOSTAR GROUP INC$100.4M0.04%2,487,715CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$98.5M0.04%857,652CommonSOLE
443201108HWMHOWMET AEROSPACE INC$98.0M0.04%425,289CommonSOLE
780087102RYROYAL BK CDA$97.9M0.04%605,400CALLSOLE
093712AK3BE 3 06/01/28BLOOM ENERGY CORP$96.3M0.04%13,626,000CommonSOLE
46428Q109SLVISHARES SILVER TR$95.7M0.04%1,405,000PUTSOLE
83406F102SOFISOFI TECHNOLOGIES INC$95.6M0.04%6,022,700PUTSOLE
020002101ALLALLSTATE CORP$95.6M0.04%461,056CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$95.6M0.04%957,139CommonSOLE
H42097107UBSUBS GROUP AG$94.6M0.04%2,461,029CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$94.5M0.04%338,372CommonSOLE
124805102CBZCBIZ INC$94.2M0.04%3,507,905CommonSOLE
911363109URIUNITED RENTALS INC$93.2M0.03%127,946CommonSOLE
G0403H108AONAON PLC$93.0M0.03%288,235CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$92.9M0.03%709,497CommonSOLE
126408103CSXCSX CORP$92.2M0.03%2,245,257CommonSOLE
260003108DOVDOVER CORP$92.0M0.03%441,130CommonSOLE
594972408MSTRSTRATEGY INC$91.5M0.03%733,200PUTSOLE
636274409NGGNATIONAL GRID PLC$89.8M0.03%1,061,874CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$89.4M0.03%515,363CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$89.0M0.03%304,966CommonSOLE
98138H101WDAYWORKDAY INC$88.7M0.03%682,843CommonSOLE
65339F663NEE 7.299 06/01/27NEXTERA ENERGY INC$88.7M0.03%1,584,000CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$88.3M0.03%1,568,792CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$88.1M0.03%1,033,995CommonSOLE
00217Y104ATSATS CORPORATION$87.8M0.03%3,115,360CommonSOLE
29444U700EQIXEQUINIX INC$86.9M0.03%88,699CommonSOLE
25434V765DIHPDIMENSIONAL ETF TRUST$86.4M0.03%2,681,909CommonSOLE
431636109HLMNHILLMAN SOLUTIONS CORP$86.3M0.03%10,370,180CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$86.2M0.03%1,212,428CommonSOLE
012653200ALB 7.25 03/01/27ALBEMARLE CORP$86.2M0.03%1,200,000CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$85.6M0.03%1,062,318CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$85.3M0.03%1,076,143CommonSOLE
247361702DALDELTA AIR LINES INC$83.7M0.03%1,258,635CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$83.5M0.03%704,062CommonSOLE
770700102HOODROBINHOOD MKTS INC$83.5M0.03%1,204,664CommonSOLE
946784105WAYWAYSTAR HLDG CORP$83.3M0.03%3,453,757CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$83.3M0.03%923,661CommonSOLE
088606108BHPBHP BILLITON LIMITED$83.2M0.03%1,143,647CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$83.1M0.03%1,324,527CommonSOLE
92511U102VRRMVERRA MOBILITY CORP$82.7M0.03%5,789,907CommonSOLE
03027X100AMTAMERICAN TOWER CORP$82.7M0.03%479,074CommonSOLE
384109104GGGGRACO INC$82.3M0.03%971,796CommonSOLE
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$82.2M0.03%11,901,000CommonSOLE
760759100RSGREPUBLIC SVCS INC$82.1M0.03%374,992CommonSOLE
464287465EFAISHARES TR$82.1M0.03%845,000PUTSOLE
44891N208IACIAC INC$81.6M0.03%2,037,824CommonSOLE
775711104ROLROLLINS INC$81.3M0.03%1,523,016CommonSOLE
922908611VBRVANGUARD INDEX FDS$81.3M0.03%374,081CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$81.2M0.03%292,237CommonSOLE
59151K108MEOHMETHANEX CORP$81.0M0.03%1,359,639CommonSOLE
88579Y101MMM3M CO$80.9M0.03%557,323CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$80.9M0.03%1,320,000PUTSOLE
464287523SOXXISHARES TR$80.7M0.03%245,454CommonSOLE
427866108HSYHERSHEY CO$80.6M0.03%387,840CommonSOLE
69351T106PPLPPL CORP$80.5M0.03%2,108,401CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$80.0M0.03%973,707CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$79.3M0.03%229,853CommonSOLE
387328107GVAGRANITE CONSTR INC$78.8M0.03%657,387CommonSOLE
38526M106LOPEGRAND CANYON ED INC$78.5M0.03%461,600CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$77.2M0.03%2,287,875CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$76.9M0.03%445,869CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$76.8M0.03%273,353CommonSOLE
806857108SLBSLB LIMITED$76.6M0.03%1,490,671CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$76.6M0.03%1,178,166CommonSOLE
87612E106TGTTARGET CORP$75.9M0.03%626,276CommonSOLE
209115104EDCONSOLIDATED EDISON INC$75.2M0.03%664,680CommonSOLE
871607107SNPSSYNOPSYS INC$75.2M0.03%189,720CommonSOLE
78468R721TFISPDR SERIES TRUST$75.1M0.03%1,656,625CommonSOLE
40415F101HDBHDFC BANK LTD$74.6M0.03%2,997,676CommonSOLE
H11356104BGBUNGE GLOBAL SA$74.6M0.03%586,250CommonSOLE
03769M304APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$74.5M0.03%1,275,000CommonSOLE
G3265R107APTVAPTIV PLC$74.4M0.03%1,070,738CommonSOLE
291011104EMREMERSON ELEC CO$73.9M0.03%564,333CommonSOLE
03076C106AMPAMERIPRISE FINL INC$73.8M0.03%166,133CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$73.1M0.03%1,593,592CommonSOLE
98978V103ZTSZOETIS INC$72.7M0.03%615,099CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$71.7M0.03%728,976CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$71.6M0.03%529,404CommonSOLE
83175M205SNNSMITH & NEPHEW PLC$71.3M0.03%2,243,019CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$71.0M0.03%2,718,157CommonSOLE
316773100FITBFIFTH THIRD BANCORP$70.5M0.03%1,517,903CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$70.5M0.03%480,893CommonSOLE
45073V108ITTITT INC$70.2M0.03%368,326CommonSOLE
464287523SOXXISHARES TR$70.0M0.03%213,000PUTSOLE
174610105CFGCITIZENS FINL GROUP INC$69.9M0.03%1,165,116CommonSOLE
501044101KRKROGER CO$69.8M0.03%965,281CommonSOLE
450913108IAGIAMGOLD CORP$69.7M0.03%3,705,360CommonSOLE
037833100AAPLAPPLE INC$69.2M0.03%272,600PUTSOLE
063671101BMOBANK MONTREAL MEDIUM$69.1M0.03%510,000PUTSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$69.0M0.03%688,475CommonSOLE
780087102RYROYAL BK CDA$68.7M0.03%425,000PUTSOLE
384802104GWWWW GRAINGER INC$68.5M0.03%62,781CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$68.2M0.03%1,055,597CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$68.2M0.03%883,809CommonSOLE
615369105MCOMOODYS CORP$67.9M0.03%155,686CommonSOLE
31428X106FDXFEDEX CORP$67.9M0.03%190,522CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA NV$67.8M0.03%976,894CommonSOLE
37045V100GMGENERAL MTRS CO$67.6M0.03%907,371CommonSOLE
464288158SUBISHARES TR$67.4M0.03%632,784CommonSOLE
464287309IVWISHARES TR$67.4M0.03%595,640CommonSOLE
92939U106WECWEC ENERGY GROUP INC$67.0M0.02%578,507CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$66.5M0.02%830,911CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$66.4M0.02%477,450CommonSOLE
45168D104IDXXIDEXX LABS INC$66.4M0.02%118,194CommonSOLE
464286509EWCISHARES INC$66.3M0.02%1,210,430CommonSOLE
80004C200SNDKSANDISK CORP$66.2M0.02%104,232CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$66.1M0.02%85,524CommonSOLE
281020107EIXEDISON INTL$66.0M0.02%902,565CommonSOLE
29269R105EFXTENERFLEX LTD$65.6M0.02%3,135,898CommonSOLE
761152107RMDRESMED INC$65.6M0.02%292,089CommonSOLE
48251W104KKRKKR & CO INC$65.6M0.02%708,755CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$65.5M0.02%223,719CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$65.1M0.02%1,561,046CommonSOLE
29364G103ETRENTERGY CORP NEW$64.6M0.02%575,137CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$64.0M0.02%399,500PUTSOLE
682680103OKEONEOK INC NEW$63.3M0.02%700,626CommonSOLE
N3167Y103RACEFERRARI N V$63.1M0.02%186,531CommonSOLE
65339F119NEE 7.234 11/01/27NEXTERA ENERGY INC$63.0M0.02%1,200,000CommonSOLE
075887109BDXBECTON DICKINSON & CO$62.7M0.02%398,623CommonSOLE
04016X101ARGXARGENX SE$62.3M0.02%85,333CommonSOLE
26884L109EQTEQT CORP$62.2M0.02%976,618CommonSOLE
464287408IVEISHARES TR$61.7M0.02%292,133CommonSOLE
217204106CPRTCOPART INC$61.2M0.02%1,843,961CommonSOLE
052769106ADSKAUTODESK INC$61.1M0.02%255,380CommonSOLE
833445AD1SNOW 0 10/01/29SNOWFLAKE INC$61.1M0.02%50,000,000CommonSOLE
968223206WLYWILEY JOHN & SONS INC$60.6M0.02%1,590,468CommonSOLE
596278101MIDDMIDDLEBY CORP$60.5M0.02%456,571CommonSOLE
464287598IWDISHARES TR$60.4M0.02%282,693CommonSOLE
922908736VUGVANGUARD INDEX FDS$60.3M0.02%138,062CommonSOLE
25434V732DFEMDIMENSIONAL ETF TRUST$60.0M0.02%1,737,396CommonSOLE
464287242LQDISHARES TR$59.9M0.02%549,674CommonSOLE
464286772EWYISHARES INC$59.8M0.02%486,245CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$59.6M0.02%205,065CommonSOLE
464288414MUBISHARES TR$59.4M0.02%559,388CommonSOLE
278865100ECLECOLAB INC$59.4M0.02%223,112CommonSOLE
515098101LSTRLANDSTAR SYS INC$59.2M0.02%369,511CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$59.2M0.02%300,755CommonSOLE
830830105SKYCHAMPION HOMES INC$59.0M0.02%792,975CommonSOLE
05534B760BCEBCE INC$58.8M0.02%2,331,000CALLSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.