MondegarAI
Vestmark Advisory Solutions, Inc.

Q3 2024 · 13F-HR

Vestmark Advisory Solutions, Inc.holdings as filed

Filed 2024-11-14 · accession 0001172661-24-004807

$2.69B
Reported value
538
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 538

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$137.4M5.12%485,392CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$124.5M4.63%1,656,968CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$119.1M4.43%3,472,524CommonSOLE
46641Q399BBUSJ P MORGAN EXCHANGE TRADED F$114.2M4.25%1,102,318CommonSOLE
921909768VXUSVANGUARD STAR FDS$93.8M3.49%1,448,330CommonSOLE
25434V567DGCBDIMENSIONAL ETF TRUST$63.8M2.38%1,164,169CommonSOLE
78464A854SPYMSPDR SER TR$51.9M1.93%768,982CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$45.9M1.71%952,220CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$40.5M1.51%806,418CommonSOLE
46641Q373BBINJ P MORGAN EXCHANGE TRADED F$40.1M1.49%636,770CommonSOLE
46434V621DGROISHARES TR$38.6M1.44%615,604CommonSOLE
46654Q740JGLOJ P MORGAN EXCHANGE TRADED F$35.1M1.31%560,573CommonSOLE
46435G524IGROISHARES TR$35.1M1.31%470,797CommonSOLE
25434V583DFGPDIMENSIONAL ETF TRUST$32.2M1.20%584,567CommonSOLE
25434V831DUHPDIMENSIONAL ETF TRUST$29.8M1.11%874,609CommonSOLE
25434V815DFSVDIMENSIONAL ETF TRUST$29.7M1.11%964,659CommonSOLE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$29.1M1.08%453,705CommonSOLE
25434V799DFICDIMENSIONAL ETF TRUST$28.7M1.07%1,018,676CommonSOLE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$26.0M0.97%561,199CommonSOLE
46641Q878BBHYJ P MORGAN EXCHANGE TRADED F$25.0M0.93%527,335CommonSOLE
464288653TLHISHARES TR$24.6M0.92%224,930CommonSOLE
78468R788SPYDSPDR SER TR$24.4M0.91%533,563CommonSOLE
88160R101TSLATESLA INC$22.8M0.85%87,162CommonSOLE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$21.6M0.80%280,377CommonSOLE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$20.2M0.75%737,129CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$19.9M0.74%546,717CommonSOLE
464287200IVVISHARES TR$19.7M0.73%34,206CommonSOLE
464287226AGGISHARES TR$18.7M0.70%184,952CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$18.6M0.69%204,442CommonSOLE
33734X176FXLFIRST TR EXCHANGE TRADED FD$18.6M0.69%133,814CommonSOLE
77543R102ROKUROKU INC$18.1M0.67%242,543CommonSOLE
46641Q266JEMAJ P MORGAN EXCHANGE TRADED F$18.1M0.67%445,470CommonSOLE
594918104MSFTMICROSOFT CORP$17.5M0.65%40,598CommonSOLE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$17.0M0.63%256,965CommonSOLE
46429B291QLTAISHARES TR$16.1M0.60%327,603CommonSOLE
023135106AMZNAMAZON COM INC$14.3M0.53%76,609CommonSOLE
037833100AAPLAPPLE INC$13.4M0.50%57,681CommonSHARED
316188309FBNDFIDELITY MERRIMACK STR TR$12.9M0.48%275,650CommonSOLE
78464A672SPTISPDR SER TR$12.7M0.47%436,161CommonSOLE
25434V864DFSDDIMENSIONAL ETF TRUST$12.6M0.47%264,428CommonSOLE
46434G103IEMGISHARES INC$12.4M0.46%215,295CommonSOLE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$12.2M0.45%205,104CommonSOLE
33733A201EDOWFIRST TR EXCHANGE-TRADED FD$12.2M0.45%337,988CommonSOLE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$12.1M0.45%353,123CommonSOLE
30303M102METAMETA PLATFORMS INC$12.1M0.45%21,059CommonSOLE
67066G104NVDANVIDIA CORPORATION$12.0M0.45%98,994CommonSHARED
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$11.0M0.41%184,855CommonSOLE
25434V732DFEMDIMENSIONAL ETF TRUST$10.8M0.40%382,135CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$10.7M0.40%288,449CommonSOLE
464287432TLTISHARES TR$10.6M0.39%108,108CommonSOLE
771049103RBLXROBLOX CORP$10.3M0.39%233,701CommonSOLE
82509L107SHOPSHOPIFY INC$10.0M0.37%125,318CommonSOLE
25434V575DFGXDIMENSIONAL ETF TRUST$9.9M0.37%183,300CommonSOLE
25434V872DFCFDIMENSIONAL ETF TRUST$9.9M0.37%229,514CommonSOLE
880770102TERTERADYNE INC$9.9M0.37%73,913CommonSOLE
33735J101FTAFIRST TR LRG CP VL ALPHADEX$9.7M0.36%122,566CommonSOLE
532457108LLYELI LILLY & CO$9.5M0.36%10,779CommonSOLE
25434V781DISVDIMENSIONAL ETF TRUST$9.5M0.35%326,404CommonSOLE
25434V765DIHPDIMENSIONAL ETF TRUST$9.4M0.35%340,851CommonSOLE
67092P201NULGNUSHARES ETF TR$9.0M0.33%108,389CommonSOLE
29084Q100EMEEMCOR GROUP INC$8.6M0.32%20,026CommonSHARED
770700102HOODROBINHOOD MKTS INC$8.6M0.32%365,391CommonSOLE
852234103XYZBLOCK INC$8.5M0.31%125,905CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$8.4M0.31%156,460CommonSOLE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$8.2M0.30%266,431CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$8.2M0.30%174,097CommonSOLE
67092P300NULVNUSHARES ETF TR$8.2M0.30%195,667CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$7.9M0.30%62,003CommonSOLE
69344A206PHYLPGIM ETF TR$7.9M0.29%221,107CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$7.8M0.29%44,006CommonSOLE
67092P870NUBDNUSHARES ETF TR$7.6M0.28%333,439CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$7.5M0.28%37,856CommonSOLE
526107107LIILENNOX INTL INC$7.5M0.28%12,395CommonSHARED
81762P102NOWSERVICENOW INC$7.4M0.27%8,235CommonSHARED
216648501COOCOOPER COS INC$7.3M0.27%66,337CommonSHARED
11135F101AVGOBROADCOM INC$7.2M0.27%41,748CommonSHARED
33734X143FXHFIRST TR EXCHANGE TRADED FD$7.2M0.27%64,158CommonSOLE
92826C839VVISA INC$7.1M0.26%25,801CommonSOLE
67092P805NUDMNUSHARES ETF TR$6.9M0.26%203,868CommonSOLE
464287242LQDISHARES TR$6.8M0.25%59,854CommonSOLE
45826J105NTLAINTELLIA THERAPEUTICS INC$6.7M0.25%328,246CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$6.6M0.25%134,070CommonSOLE
88339J105TTDTHE TRADE DESK INC$6.6M0.25%60,233CommonSOLE
33738D804FSIGFIRST TR EXCHANGE-TRADED FD$6.6M0.25%343,841CommonSOLE
08265T208BSYBENTLEY SYS INC$6.5M0.24%128,176CommonSOLE
G29183103ETNEATON CORP PLC$6.4M0.24%19,293CommonSHARED
29109X106AZPN1USDASPEN TECHNOLOGY INC$6.4M0.24%26,649CommonSHARED
33734X101FXDFIRST TR EXCHANGE TRADED FD$6.3M0.23%99,213CommonSOLE
829073105SSDSIMPSON MFG INC$6.3M0.23%32,779CommonSHARED
009158106APDAIR PRODS & CHEMS INC$6.2M0.23%20,972CommonSOLE
464288281EMBISHARES TR$6.2M0.23%66,507CommonSOLE
337345102QTECFIRST TR NASDAQ 100 TECH IND$6.2M0.23%32,409CommonSOLE
303250104FICOFAIR ISAAC CORP$6.1M0.23%3,144CommonSHARED
58933Y105MRKMERCK & CO INC$6.0M0.22%52,720CommonSHARED
33734X135FXOFIRST TR EXCHANGE TRADED FD$5.8M0.22%114,064CommonSOLE
33734Y109FYXFIRST TR SML CP CORE ALPHA F$5.8M0.22%58,216CommonSOLE
882508104TXNTEXAS INSTRS INC$5.7M0.21%27,704CommonSHARED
73278L105POOLPOOL CORP$5.7M0.21%15,064CommonSHARED
88025U109TXG10X GENOMICS INC$5.6M0.21%248,182CommonSOLE
294429105EFXEQUIFAX INC$5.6M0.21%19,046CommonSHARED
302941109FCNFTI CONSULTING INC$5.6M0.21%24,474CommonSHARED
942622200WSOWATSCO INC$5.5M0.21%11,257CommonSHARED
426281101JKHYHENRY JACK & ASSOC INC$5.5M0.21%31,222CommonSHARED
655663102NDSNNORDSON CORP$5.4M0.20%20,435CommonSHARED
74164M108PRIPRIMERICA INC$5.3M0.20%20,062CommonSHARED
437076102HDHOME DEPOT INC$5.3M0.20%13,065CommonSHARED
45841N107IBKRINTERACTIVE BROKERS GROUP IN$5.3M0.20%37,713CommonSHARED
084423102WRBBERKLEY W R CORP$5.2M0.19%91,966CommonSHARED
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$5.2M0.19%13,946CommonSHARED
159864107CRLCHARLES RIV LABS INTL INC$5.1M0.19%25,764CommonSOLE
33734X127FXNFIRST TR EXCHANGE TRADED FD$5.1M0.19%311,757CommonSOLE
25434V658DFGRDIMENSIONAL ETF TRUST$5.0M0.19%174,368CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4.9M0.18%7,966CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$4.8M0.18%27,913CommonSHARED
75629V104RXRXRECURSION PHARMACEUTICALS IN$4.8M0.18%732,933CommonSOLE
775711104ROLROLLINS INC$4.7M0.18%93,792CommonSHARED
64110L106NFLXNETFLIX INC$4.7M0.18%6,679CommonSHARED
872540109TJXTJX COS INC NEW$4.7M0.18%40,285CommonSHARED
50212V100LPLALPL FINL HLDGS INC$4.7M0.18%20,348CommonSHARED
921946794VYMIVANGUARD WHITEHALL FDS$4.7M0.18%64,334CommonSOLE
25434V757DEHPDIMENSIONAL ETF TRUST$4.7M0.17%173,366CommonSOLE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$4.7M0.17%37,111CommonSOLE
25434V740DFEVDIMENSIONAL ETF TRUST$4.7M0.17%163,389CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$4.6M0.17%127,867CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.5M0.17%9,868CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$4.5M0.17%5,044CommonSHARED
718172109PMPHILIP MORRIS INTL INC$4.4M0.17%36,580CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$4.4M0.16%31,500CommonSHARED
98978V103ZTSZOETIS INC$4.4M0.16%22,553CommonSHARED
743315103PGRPROGRESSIVE CORP$4.4M0.16%17,338CommonSHARED
91347P105OLEDUNIVERSAL DISPLAY CORP$4.4M0.16%20,839CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$4.3M0.16%8,765CommonSHARED
14020G101CGGRCAPITAL GROUP GROWTH ETF$4.3M0.16%123,585CommonSOLE
69553P100PDPAGERDUTY INC$4.3M0.16%231,650CommonSOLE
G0176J109ALLEALLEGION PLC$4.3M0.16%29,261CommonSHARED
09247X101BLKCHFBLACKROCK INC$4.2M0.16%4,426CommonSHARED
92337F107VCYTVERACYTE INC$4.2M0.16%122,576CommonSOLE
166764100CVXCHEVRON CORP NEW$4.2M0.15%28,182CommonSHARED
02079K305GOOGLALPHABET INC$4.1M0.15%24,951CommonSHARED
548661107LOWLOWES COS INC$4.1M0.15%15,093CommonSHARED
879360105TDYTELEDYNE TECHNOLOGIES INC$4.1M0.15%9,336CommonSOLE
172908105CTASCINTAS CORP$4.1M0.15%19,786CommonSHARED
169905106CHHCHOICE HOTELS INTL INC$4.0M0.15%30,879CommonSHARED
855244109SBUXSTARBUCKS CORP$3.9M0.15%40,272CommonSHARED
278865100ECLECOLAB INC$3.9M0.14%15,147CommonSOLE
91332U101UUNITY SOFTWARE INC$3.8M0.14%169,200CommonSOLE
78709Y105SAIASAIA INC$3.8M0.14%8,746CommonSHARED
040413106ANETEURARISTA NETWORKS INC$3.8M0.14%9,897CommonSHARED
461202103INTUINTUIT$3.8M0.14%6,101CommonSHARED
30214U102EXPOEXPONENT INC$3.8M0.14%32,733CommonSHARED
60786M105MCMOELIS & CO$3.7M0.14%54,502CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$3.7M0.14%94,520CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$3.7M0.14%43,830CommonSOLE
00287Y109ABBVABBVIE INC$3.7M0.14%18,595CommonSHARED
33734X150FXRFIRST TR EXCHANGE TRADED FD$3.6M0.13%47,783CommonSOLE
N07059210ASMLASML HOLDING N V$3.6M0.13%4,283CommonSOLE
90364P105PATHUIPATH INC$3.6M0.13%277,346CommonSOLE
632307104NTRANATERA INC$3.5M0.13%27,742CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$3.5M0.13%3,057CommonSHARED
30231G102XOMEXXON MOBIL CORP$3.5M0.13%29,975CommonSHARED
16359R103CHECHEMED CORP NEW$3.5M0.13%5,835CommonSHARED
810186106SMGSCOTTS MIRACLE-GRO CO$3.5M0.13%40,307CommonSHARED
655844108NSCNORFOLK SOUTHN CORP$3.5M0.13%13,988CommonSHARED
478160104JNJJOHNSON & JOHNSON$3.5M0.13%21,448CommonSHARED
704326107PAYXPAYCHEX INC$3.5M0.13%25,783CommonSHARED
363576109AJGGALLAGHER ARTHUR J & CO$3.5M0.13%12,286CommonSHARED
72352L106PINSPINTEREST INC$3.4M0.13%106,386CommonSOLE
221006109CRVLCORVEL CORP$3.4M0.13%10,407CommonSHARED
885160101THOTHOR INDS INC$3.4M0.13%30,662CommonSHARED
65339F101NEENEXTERA ENERGY INC$3.3M0.12%39,411CommonSHARED
803054204SAPSAP SE$3.3M0.12%14,521CommonSHARED
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$3.3M0.12%110,294CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$3.3M0.12%8,712CommonSHARED
005098108GOLFACUSHNET HLDGS CORP$3.3M0.12%51,971CommonSHARED
78463X509SPEMSPDR INDEX SHS FDS$3.3M0.12%79,837CommonSOLE
443201108HWMHOWMET AEROSPACE INC$3.3M0.12%32,747CommonSHARED
942749102WTSWATTS WATER TECHNOLOGIES INC$3.3M0.12%15,844CommonSHARED
07373V105BEAMBEAM THERAPEUTICS INC$3.3M0.12%133,902CommonSOLE
48282T104KAIKADANT INC$3.3M0.12%9,689CommonSHARED
82982L103SITESITEONE LANDSCAPE SUPPLY INC$3.3M0.12%21,575CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$3.2M0.12%13,482CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$3.2M0.12%5,520CommonSOLE
46429B598INDAISHARES TR$3.2M0.12%54,933CommonSOLE
871607107SNPSSYNOPSYS INC$3.2M0.12%6,329CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$3.2M0.12%5,949CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$3.2M0.12%49,348CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$3.2M0.12%37,964CommonSHARED
515098101LSTRLANDSTAR SYS INC$3.2M0.12%16,723CommonSHARED
05550J101BJBJS WHSL CLUB HLDGS INC$3.2M0.12%38,290CommonSHARED
90278Q108UFPIUFP INDUSTRIES INC$3.1M0.12%23,945CommonSHARED
670100205NVONOVO-NORDISK A S$3.1M0.12%26,009CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$3.1M0.11%8,981CommonSHARED
808524870SCHPSCHWAB STRATEGIC TR$3.0M0.11%56,394CommonSOLE
609207105MDLZMONDELEZ INTL INC$3.0M0.11%40,780CommonSHARED
33735K108FTCFIRST TRUST LRGCP GWT ALPHAD$3.0M0.11%22,796CommonSOLE
384109104GGGGRACO INC$3.0M0.11%34,176CommonSHARED
17275R102CSCOCISCO SYS INC$3.0M0.11%55,891CommonSHARED
22822V101CCICROWN CASTLE INC$2.9M0.11%24,832CommonSHARED
14020Y607CGSMCAPITAL GRP FIXED INCM ETF T$2.9M0.11%111,959CommonSOLE
50189K103LCIILCI INDS$2.9M0.11%24,366CommonSHARED
79466L302CRMSALESFORCE INC$2.9M0.11%10,692CommonSHARED
33734G108FRIFIRST TR S&P REIT INDEX FD$2.9M0.11%98,630CommonSOLE
891092108TTCTORO CO$2.9M0.11%33,633CommonSHARED
25243Q205DEODIAGEO PLC$2.9M0.11%20,739CommonSHARED
75524B104RBCRBC BEARINGS INC$2.9M0.11%9,675CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$2.9M0.11%8,102CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.9M0.11%6,139CommonSHARED
316188200FLTBFIDELITY MERRIMACK STR TR$2.8M0.11%56,492CommonSOLE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$2.8M0.11%67,599CommonSOLE
90184D100TWSTTWIST BIOSCIENCE CORP$2.8M0.11%62,739CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2.8M0.11%5,342CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$2.8M0.10%5,651CommonSHARED
88023B103TEMTEMPUS AI INC$2.8M0.10%49,318CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2.8M0.10%48,424CommonSHARED
311900104FASTFASTENAL CO$2.8M0.10%38,794CommonSHARED
67092P888NUEMNUSHARES ETF TR$2.8M0.10%88,772CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2.7M0.10%4,340CommonSHARED
336917109FDLFIRST TR MORNINGSTAR DIVID L$2.7M0.10%64,381CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2.7M0.10%16,257CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$2.7M0.10%9,466CommonSHARED
969457100WMBWILLIAMS COS INC$2.6M0.10%57,741CommonSHARED
742718109PGPROCTER AND GAMBLE CO$2.6M0.10%15,170CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$2.6M0.10%11,655CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$2.6M0.10%19,028CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$2.6M0.10%5,253CommonSHARED
67092P854NUHYNUSHARES ETF TR$2.5M0.09%116,477CommonSOLE
683344105ONTOONTO INNOVATION INC$2.5M0.09%12,100CommonSHARED
615369105MCOMOODYS CORP$2.5M0.09%5,263CommonSHARED
303075105FDSFACTSET RESH SYS INC$2.4M0.09%5,225CommonSHARED
713448108PEPPEPSICO INC$2.4M0.09%14,075CommonSHARED
02079K107GOOGALPHABET INC$2.4M0.09%14,303CommonSHARED
32051X108FHBFIRST HAWAIIAN INC$2.3M0.09%100,466CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$2.3M0.08%10,787CommonSHARED
L8681T102SPOTSPOTIFY TECHNOLOGY S A$2.3M0.08%6,138CommonSOLE
46641Q340BBMCJ P MORGAN EXCHANGE TRADED F$2.2M0.08%23,070CommonSOLE
78464A664SPTLSPDR SER TR$2.2M0.08%74,705CommonSOLE
02209S103MOALTRIA GROUP INC$2.2M0.08%42,358CommonSHARED
04316A108APAMARTISAN PARTNERS ASSET MGMT$2.1M0.08%48,997CommonSHARED
816851109SRESEMPRA$2.1M0.08%24,878CommonSHARED
G87052109TELTE CONNECTIVITY PLC$2.1M0.08%13,647CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$2.1M0.08%8,781CommonSHARED
00724F101ADBEADOBE INC$2.0M0.08%3,920CommonSHARED
89151E109TTENTOTALENERGIES SE$2.0M0.08%31,408CommonSHARED
172062101CINFCINCINNATI FINL CORP$2.0M0.08%14,848CommonSHARED
25746U109DDOMINION ENERGY INC$2.0M0.07%34,780CommonSHARED
20030N101CMCSACOMCAST CORP NEW$2.0M0.07%47,227CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$2.0M0.07%8,414CommonSHARED
749607107RLIRLI CORP$1.9M0.07%12,562CommonSHARED
580135101MCDMCDONALDS CORP$1.9M0.07%6,327CommonSHARED
046353108AZNNASTRAZENECA PLC$1.9M0.07%24,353CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$1.9M0.07%6,778CommonSHARED
185123106CWANCLEARWATER ANALYTICS HLDGS I$1.9M0.07%73,535CommonSHARED
83406F102SOFISOFI TECHNOLOGIES INC$1.8M0.07%233,421CommonSOLE
500472303PHGKONINKLIJKE PHILIPS N V$1.8M0.07%55,830CommonSHARED
759530108RELXRELX PLC$1.8M0.07%37,811CommonSHARED
835699307SONYSONY GROUP CORP$1.8M0.07%18,569CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$1.8M0.07%9,672CommonSHARED
05945F103BANFBANCFIRST CORP$1.7M0.06%16,574CommonSHARED
055622104BPBP PLC$1.7M0.06%55,513CommonSHARED
464287507IJHISHARES TR$1.7M0.06%27,735CommonSOLE
29444U700EQIXEQUINIX INC$1.7M0.06%1,921CommonSHARED
37733W204GSKGSK PLC$1.6M0.06%39,524CommonSHARED
235851102DHRDANAHER CORPORATION$1.6M0.06%5,780CommonSOLE
74340W103PLDPROLOGIS INC.$1.5M0.06%11,743CommonSHARED
40415F101HDBHDFC BANK LTD$1.5M0.05%23,532CommonSHARED
03945R102ACHRARCHER AVIATION INC$1.4M0.05%472,779CommonSOLE
05964H105SANBANCO SANTANDER S.A.$1.4M0.05%280,271CommonSHARED
80105N105SNYSANOFI$1.4M0.05%24,780CommonSHARED
539439109LYGLLOYDS BANKING GROUP PLC$1.4M0.05%454,607CommonSHARED
756109104OREALTY INCOME CORP$1.4M0.05%22,140CommonSHARED
780259305SHELSHELL PLC$1.4M0.05%21,053CommonSHARED
747525103QCOMQUALCOMM INC$1.4M0.05%8,048CommonSHARED
78410G104SBACSBA COMMUNICATIONS CORP NEW$1.4M0.05%5,640CommonSOLE
45104G104IBNICICI BANK LIMITED$1.3M0.05%45,213CommonSHARED
98138H101WDAYWORKDAY INC$1.3M0.05%5,509CommonSHARED
009066101ABNBAIRBNB INC$1.3M0.05%10,483CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$1.3M0.05%18,301CommonSOLE
55354G100MSCIMSCI INC$1.3M0.05%2,258CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$1.3M0.05%2,236CommonSHARED
366651107ITGARTNER INC$1.3M0.05%2,571CommonSHARED
127190304CACICACI INTL INC$1.3M0.05%2,498CommonSOLE
184496107CLHCLEAN HARBORS INC$1.3M0.05%5,181CommonSOLE
68389X105ORCLORACLE CORP$1.2M0.05%7,253CommonSHARED
718546104PSXPHILLIPS 66$1.2M0.05%9,299CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$1.2M0.05%10,245CommonSHARED
531229755FWONKLIBERTY MEDIA CORP DEL$1.2M0.04%15,605CommonSOLE
58733R102MELIMERCADOLIBRE INC$1.2M0.04%579CommonSHARED
092528108SHYMBLACKROCK ETF TRUST II$1.2M0.04%50,358CommonSOLE
002824100ABTABBOTT LABS$1.1M0.04%10,059CommonSHARED
78464A375SPIBSPDR SER TR$1.1M0.04%33,948CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1.1M0.04%30,139CommonSHARED
228368106CCKCROWN HLDGS INC$1.1M0.04%11,746CommonSOLE
257651109DCIDONALDSON INC$1.1M0.04%14,944CommonSHARED
87612E106TGTTARGET CORP$1.1M0.04%6,979CommonSOLE
75513E101RTXRTX CORPORATION$1.1M0.04%8,832CommonSHARED
69404D108PACBPACIFIC BIOSCIENCES CALIF IN$1.1M0.04%620,707CommonSOLE
60770K107MRNAMODERNA INC$1.0M0.04%15,672CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.0M0.04%13,877CommonSHARED
493732101KFRCKFORCE INC$1.0M0.04%16,825CommonSHARED
88146M101TRNOTERRENO RLTY CORP$1.0M0.04%15,421CommonSOLE
87612G101TRGPTARGA RES CORP$1.0M0.04%6,871CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$995,8070.04%6,199CommonSOLE
136375102CNICANADIAN NATL RY CO$987,6920.04%8,431CommonSHARED
66987V109NVSNOVARTIS AG$977,5550.04%8,499CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$975,2470.04%2,169CommonSHARED
00187Y100APGAPI GROUP CORP$963,5240.04%29,180CommonSOLE
464288661IEIISHARES TR$951,8170.04%7,958CommonSOLE
595112103MUMICRON TECHNOLOGY INC$946,2500.04%9,124CommonSHARED
464287622IWBISHARES TR$913,9320.03%2,907CommonSOLE
031100100AMEAMETEK INC$897,0130.03%5,224CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$893,4500.03%4,155CommonSHARED
110448107BTIBRITISH AMERN TOB PLC$887,9910.03%24,275CommonSHARED
219350105GLWCORNING INC$880,7410.03%19,507CommonSHARED
92937A102WPPWPP PLC NEW$879,6960.03%17,195CommonSHARED
904767704UNILEVER PLC$878,3890.03%13,522CommonSHARED
464287150ITOTISHARES TR$871,9280.03%6,941CommonSOLE
67092P607NUSCNUSHARES ETF TR$864,8540.03%20,188CommonSOLE
46435G474FALNISHARES TR$861,4290.03%31,508CommonSOLE
78468R101SPTSSPDR SER TR$860,7720.03%29,268CommonSOLE
682680103OKEONEOK INC NEW$856,7130.03%9,401CommonSHARED
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$852,6630.03%665CommonSHARED
032095101APHAMPHENOL CORP NEW$846,1670.03%12,986CommonSOLE
438128308HMCHONDA MOTOR LTD$843,6060.03%26,587CommonSHARED
639057207NWGNATWEST GROUP PLC$840,6310.03%89,811CommonSHARED
95040Q104WELLWELLTOWER INC$837,9560.03%6,545CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$835,8040.03%4,945CommonSHARED
46641Q449BBCBJ P MORGAN EXCHANGE TRADED F$825,7860.03%17,589CommonSOLE
78409V104SPGIS&P GLOBAL INC$825,5590.03%1,598CommonSHARED
12514G108CDWCDW CORP$815,3590.03%3,603CommonSHARED
12504L109CBRECBRE GROUP INC$810,9870.03%6,515CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$804,4470.03%12,135CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$801,7190.03%3,059CommonSHARED
69351T106PPLPPL CORP$795,4750.03%24,047CommonSHARED
12572Q105CMECME GROUP INC$791,2510.03%3,586CommonSHARED
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$789,6080.03%55,528CommonSHARED
277276101EGPEASTGROUP PPTYS INC$779,6000.03%4,173CommonSHARED
33738D796FIIGFIRST TR EXCHANGE-TRADED FD$759,2330.03%35,528CommonSOLE
369550108GDGENERAL DYNAMICS CORP$751,8740.03%2,488CommonSHARED
466313103JBLJABIL INC$747,3800.03%6,237CommonSOLE
48251W104KKRKKR & CO INC$733,5980.03%5,618CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$728,1000.03%2,596CommonSHARED
032654105ADIANALOG DEVICES INC$722,0430.03%3,137CommonSOLE
81141R100SESEA LTD$709,8340.03%7,529CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$701,9840.03%4,313CommonSHARED
060505682BAC 7.25 PERP LBANK AMERICA CORP$683,6060.03%537CommonSHARED
133131102CPTCAMDEN PPTY TR$683,1210.03%5,530CommonSOLE
372303206GMABGENMAB A/S$682,1280.03%27,979CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$678,1170.03%2,502CommonSHARED
49803T300KRGKITE RLTY GROUP TR$669,9760.02%25,225CommonSHARED
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$662,3420.02%11,063CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$659,3320.02%1,812CommonSHARED
609839105MPWRMONOLITHIC PWR SYS INC$656,3950.02%710CommonSHARED
87241L109TFIITFI INTL INC$651,4620.02%4,759CommonSHARED
92939U106WECWEC ENERGY GROUP INC$643,5630.02%6,691CommonSHARED
925652109VICIVICI PPTYS INC$641,6170.02%19,262CommonSHARED
142339100CSLCARLISLE COS INC$632,7980.02%1,407CommonSHARED
H01301128ALCALCON AG$632,1420.02%6,317CommonSHARED
636274409NGGNATIONAL GRID PLC$628,0050.02%9,014CommonSHARED
482480100KLACKLA CORP$627,2720.02%810CommonSHARED
053611109AVYAVERY DENNISON CORP$627,1790.02%2,841CommonSHARED
94106L109WMWASTE MGMT INC DEL$610,9670.02%2,943CommonSHARED
30225T102EXREXTRA SPACE STORAGE INC$606,7000.02%3,367CommonSHARED
863667101SYKSTRYKER CORPORATION$602,2200.02%1,667CommonSHARED
D18190898DBDEUTSCHE BANK A G$598,0430.02%34,549CommonSHARED
416515104HIGHARTFORD FINL SVCS GROUP INC$592,8720.02%5,041CommonSHARED
G6683N103NUNU HLDGS LTD$592,2600.02%43,389CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$587,3950.02%26,591CommonSHARED
861012102STMSTMICROELECTRONICS N V$557,7970.02%18,762CommonSHARED
907818108UNPUNION PAC CORP$555,8120.02%2,255CommonSHARED
G2519Y108BAPCREDICORP LTD$553,9490.02%3,061CommonSHARED
46266C105IQVIQVIA HLDGS INC$553,5620.02%2,336CommonSHARED
40434L105HPQHP INC$552,8280.02%15,412CommonSHARED
384802104GWWGRAINGER W W INC$548,4920.02%528CommonSHARED
36467J108GLPIGAMING & LEISURE PPTYS INC$535,2860.02%10,404CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$506,9490.02%6,532CommonSHARED
G0403H108AONAON PLC$503,0690.02%1,454CommonSHARED
02665T306AMHAMERICAN HOMES 4 RENT$502,7550.02%13,096CommonSHARED
866674104SUISUN CMNTYS INC$502,4880.02%3,718CommonSOLE
075887109BDXBECTON DICKINSON & CO$502,2110.02%2,083CommonSOLE
33739P202FEMBFIRST TR EXCH TRADED FD III$488,0520.02%16,841CommonSOLE
N3167Y103RACEFERRARI N V$486,5640.02%1,035CommonSHARED
31847R102FAFFIRST AMERN FINL CORP$485,5040.02%7,355CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$481,0610.02%2,495CommonSHARED
70432V102PAYCPAYCOM SOFTWARE INC$480,8880.02%2,887CommonSHARED
48241A105KBKB FINL GROUP INC$479,6120.02%7,767CommonSHARED
29362U104ENTGENTEGRIS INC$479,6030.02%4,262CommonSHARED
502431109LHXL3HARRIS TECHNOLOGIES INC$471,6960.02%1,983CommonSHARED
21036P108STZCONSTELLATION BRANDS INC$469,7690.02%1,823CommonSHARED
23804L103DDOGDATADOG INC$467,6040.02%4,064CommonSHARED
456837103INGING GROEP N.V.$462,9890.02%25,495CommonSHARED
052769106ADSKAUTODESK INC$458,1230.02%1,663CommonSHARED
29977A105EVREVERCORE INC$456,7720.02%1,803CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$452,9640.02%5,805CommonSHARED
565849106MRO*MARATHON OIL CORP$436,5460.02%16,393CommonSOLE
00091G104ACVAACV AUCTIONS INC$435,9360.02%21,443CommonSOLE
45168D104IDXXIDEXX LABS INC$431,9630.02%855CommonSHARED
405552100HLNHALEON PLC$431,1030.02%40,747CommonSHARED
962166104WYWEYERHAEUSER CO MTN BE$428,7010.02%12,661CommonSHARED
955306105WSTWEST PHARMACEUTICAL SVSC INC$427,4280.02%1,424CommonSHARED
88162G103TTEKTETRA TECH INC NEW$426,0430.02%9,034CommonSOLE
760125104RTORENTOKIL INITIAL PLC$423,4860.02%16,987CommonSHARED
830830105SKYCHAMPION HOMES INC$421,2290.02%4,441CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$420,9060.02%5,900CommonSHARED
92276F100VTRVENTAS INC$417,4860.02%6,510CommonSHARED
171779309CIENCIENA CORP$417,0260.02%6,771CommonSOLE
268150109DTDYNATRACE INC$413,0560.02%7,725CommonSHARED
252131107DXCMDEXCOM INC$408,6760.02%6,096CommonSHARED
929740108WABWABTEC$406,8010.02%2,238CommonSOLE
693483109PKXPOSCO HOLDINGS INC$400,2730.01%5,719CommonSHARED
00206R102TAT&T INC$397,9800.01%18,090CommonSHARED
926400102VSCOVICTORIAS SECRET AND CO$397,7590.01%15,477CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$393,1040.01%26,760CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$385,5340.01%3,633CommonSHARED
088606108BHPBHP GROUP LTD$384,8960.01%6,197CommonSHARED
16411R208LNGCHENIERE ENERGY INC$383,7790.01%2,134CommonSHARED
617446448MSMORGAN STANLEY$382,8740.01%3,673CommonSHARED
456788108INFYINFOSYS LTD$370,5280.01%16,638CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$370,0330.01%665CommonSHARED
07725L102ONCBEIGENE LTD$369,9920.01%1,648CommonSHARED
26969P108EXPEAGLE MATLS INC$361,5760.01%1,257CommonSOLE
65473P105NINISOURCE INC$355,4400.01%10,258CommonSOLE
74168J101PRMEPRIME MEDICINE INC$348,4390.01%90,036CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$341,8790.01%2,061CommonSOLE
93148P102WDWALKER & DUNLOP INC$340,8840.01%3,001CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$340,1300.01%2,723CommonSHARED
512807108LRCXEURLAM RESEARCH CORP$338,6730.01%415CommonSHARED
11271J107BNBROOKFIELD CORP$337,9280.01%6,358CommonSHARED
833445109SNOWSNOWFLAKE INC$336,1950.01%2,927CommonSHARED
902973304USBUS BANCORP DEL$332,2740.01%7,266CommonSHARED
039653100ACAARCOSA INC$331,9440.01%3,503CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$330,2450.01%5,945CommonSHARED
78464A763SDYSPDR SER TR$329,5330.01%2,320CommonSOLE
256135203RDYDR REDDYS LABS LTD$329,4790.01%4,147CommonSHARED
443573100HUBSHUBSPOT INC$329,0600.01%619CommonSHARED
H1467J104CBCHUBB LIMITED$328,7650.01%1,140CommonSHARED
440327104HMNHORACE MANN EDUCATORS CORP N$326,8520.01%9,352CommonSOLE
256677105DGDOLLAR GEN CORP NEW$326,6090.01%3,862CommonSOLE
421298100HAYWHAYWARD HLDGS INC$325,6380.01%21,228CommonSOLE
09073M104TECHBIO-TECHNE CORP$325,3150.01%4,070CommonSOLE
049468101TEAMATLASSIAN CORPORATION$322,3840.01%2,030CommonSHARED
443320106HUBGHUB GROUP INC$322,1950.01%7,089CommonSOLE
34959J108FTVFORTIVE CORP$322,0340.01%4,080CommonSHARED
253868103DLRDIGITAL RLTY TR INC$321,2330.01%1,985CommonSHARED
053484101AVBAVALONBAY CMNTYS INC$320,3060.01%1,422CommonSHARED
25809K105DASHDOORDASH INC$319,4300.01%2,238CommonSHARED
12740C103CADECADENCE BANK$317,2260.01%9,960CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$316,0370.01%2,741CommonSHARED
06738E204BCSBARCLAYS PLC$315,3900.01%25,958CommonSHARED
92338C103VLTOVERALTO CORP$313,5440.01%2,803CommonSHARED
101121101BXPBXP INC$307,2770.01%3,819CommonSHARED
09062W204BLFSBIOLIFE SOLUTIONS INC$305,1370.01%12,186CommonSOLE
044186104ASHASHLAND INC$304,5690.01%3,502CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$304,0220.01%21,098CommonSHARED
754730109RJFRAYMOND JAMES FINL INC$303,8230.01%2,481CommonSHARED
G5960L103MDTMEDTRONIC PLC$298,2690.01%3,313CommonSHARED
13321L108CCJCAMECO CORP$297,1150.01%6,221CommonSHARED
062540109BOHBANK HAWAII CORP$295,6470.01%4,710CommonSOLE
679295105OKTAOKTA INC$294,6840.01%3,964CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$294,6560.01%5,648CommonSHARED
20603L102CONCONCENTRA GROUP HOLDINGS PAR$294,1230.01%13,154CommonSOLE
464288414MUBISHARES TR$293,1920.01%2,699CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$293,1650.01%2,361CommonSHARED
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$290,0360.01%3,683CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$286,4240.01%68CommonSOLE
74762E102QUREQUANTA SVCS INC$281,7520.01%945CommonSOLE
297178105ESSESSEX PPTY TR INC$281,2400.01%952CommonSHARED
452327109ILMNILLUMINA INC$280,9030.01%2,154CommonSHARED
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$278,1060.01%2,992CommonSHARED
03990B101ARESARES MANAGEMENT CORPORATION$276,4600.01%1,774CommonSHARED
049560105ATOATMOS ENERGY CORP$272,9810.01%1,968CommonSOLE
79589L106IOTSAMSARA INC$272,4550.01%5,662CommonSHARED
574795100MASIMASIMO CORP$272,2600.01%2,042CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$270,6300.01%1,722CommonSOLE
45827U109INTAINTAPP INC$270,0480.01%5,646CommonSOLE
G54950103LINLINDE PLC$269,9030.01%566CommonSHARED
758849103REGREGENCY CTRS CORP$268,1900.01%3,713CommonSHARED
02390A101AMXAMERICA MOVIL SAB DE CV$266,5370.01%16,292CommonSHARED
040919102ARKBARK 21SHARES BITCOIN ETF$263,7180.01%4,155CommonSHARED
465741106ITRIITRON INC$262,6460.01%2,459CommonSOLE
931142103WMTWALMART INC$260,4190.01%3,225CommonSHARED
928881101VNTVONTIER CORPORATION$260,1690.01%7,711CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$259,1610.01%1,265CommonSHARED
05577W200DOOBRP INC$258,2250.01%4,337CommonSHARED
717081103PFEPFIZER INC$256,9290.01%8,878CommonSHARED
35671D857FCXFREEPORT-MCMORAN INC$256,4390.01%5,137CommonSHARED
23331A109DHID R HORTON INC$255,8230.01%1,341CommonSHARED
64110W102NTESNETEASE INC$254,0730.01%2,717CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$253,2220.01%945CommonSHARED
513847103MZTILANCASTER COLONY CORP$252,4950.01%1,430CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$251,8450.01%66,275CommonSHARED
87240R107TFSLTFS FINL CORP$251,2330.01%19,536CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$249,4940.01%7,238CommonSOLE
369604301GEGE AEROSPACE$248,1710.01%1,316CommonSHARED
N53745100LYBLYONDELLBASELL INDUSTRIES N$247,4220.01%2,580CommonSHARED
98419M100XYLXYLEM INC$246,2950.01%1,824CommonSHARED
25434V856DFIPDIMENSIONAL ETF TRUST$241,7990.01%5,719CommonSOLE
060505104BACBANK AMERICA CORP$241,0960.01%6,076CommonSHARED
833034101SNASNAP ON INC$239,5900.01%827CommonSHARED
68902V107OTISOTIS WORLDWIDE CORP$238,4380.01%2,294CommonSHARED
465562106ITUBITAU UNIBANCO HLDG S A$236,8460.01%35,616CommonSHARED

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.