MondegarAI
Vestmark Advisory Solutions, Inc.

Q4 2024 · 13F-HR

Vestmark Advisory Solutions, Inc.holdings as filed

Filed 2025-02-06 · accession 0001172661-25-000556

$2.90B
Reported value
571
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 571

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$154.0M5.30%531,510CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$138.9M4.78%1,931,530CommonSOLE
46641Q399BBUSJ P MORGAN EXCHANGE TRADED F$128.1M4.41%1,209,249CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$126.0M4.34%3,643,519CommonSOLE
921909768VXUSVANGUARD STAR FDS$95.9M3.30%1,627,209CommonSOLE
25434V567DGCBDIMENSIONAL ETF TRUST$64.8M2.23%1,232,828CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$51.7M1.78%1,121,915CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$45.0M1.55%917,641CommonSOLE
46641Q373BBINJ P MORGAN EXCHANGE TRADED F$42.7M1.47%748,537CommonSOLE
46654Q740JGLOJ P MORGAN EXCHANGE TRADED F$37.0M1.28%616,801CommonSOLE
46434V621DGROISHARES TR$36.1M1.24%588,250CommonSOLE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$35.4M1.22%559,905CommonSOLE
25434V583DFGPDIMENSIONAL ETF TRUST$32.9M1.13%622,737CommonSOLE
25434V815DFSVDIMENSIONAL ETF TRUST$31.9M1.10%1,037,172CommonSOLE
25434V831DUHPDIMENSIONAL ETF TRUST$31.4M1.08%930,500CommonSOLE
46435G524IGROISHARES TR$31.4M1.08%462,077CommonSOLE
464288653TLHISHARES TR$29.4M1.01%295,618CommonSOLE
25434V799DFICDIMENSIONAL ETF TRUST$26.6M0.92%1,029,820CommonSOLE
88160R101TSLATESLA INC$26.4M0.91%79,953CommonSOLE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$24.7M0.85%541,327CommonSOLE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$23.5M0.81%872,685CommonSOLE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$23.1M0.80%285,039CommonSOLE
46641Q878BBHYJ P MORGAN EXCHANGE TRADED F$23.0M0.79%499,008CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$21.7M0.75%616,047CommonSOLE
78464A854SPYMSPDR SER TR$21.3M0.73%309,057CommonSOLE
464287226AGGISHARES TR$21.2M0.73%218,671CommonSOLE
77543R102ROKUROKU INC$21.2M0.73%293,715CommonSOLE
33734X176FXLFIRST TR EXCHANGE TRADED FD$20.1M0.69%135,178CommonSOLE
594918104MSFTMICROSOFT CORP$20.0M0.69%47,404CommonSOLE
46429B291QLTAISHARES TR$18.9M0.65%404,133CommonSOLE
46641Q266JEMAJ P MORGAN EXCHANGE TRADED F$18.4M0.64%493,123CommonSOLE
023135106AMZNAMAZON COM INC$18.4M0.63%83,866CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$18.1M0.62%206,110CommonSOLE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$17.2M0.59%294,304CommonSOLE
82509L107SHOPSHOPIFY INC$17.0M0.59%168,651CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$16.8M0.58%281,887CommonSOLE
78468R788SPYDSPDR SER TR$16.4M0.56%379,370CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$16.4M0.56%64,811CommonSOLE
037833100AAPLAPPLE INC$15.4M0.53%61,357CommonSHARED
464287200IVVISHARES TR$14.9M0.51%25,339CommonSOLE
770700102HOODROBINHOOD MKTS INC$14.8M0.51%451,577CommonSOLE
30303M102METAMETA PLATFORMS INC$14.7M0.51%25,627CommonSOLE
67066G104NVDANVIDIA CORPORATION$14.5M0.50%108,085CommonSHARED
921910816MGKVANGUARD WORLD FD$14.0M0.48%40,744CommonSOLE
771049103RBLXROBLOX CORP$13.6M0.47%254,466CommonSOLE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$13.3M0.46%379,766CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$13.0M0.45%101,673CommonSOLE
25434V864DFSDDIMENSIONAL ETF TRUST$12.4M0.43%264,448CommonSOLE
33733A201EDOWFIRST TR EXCHANGE-TRADED FD$12.4M0.43%341,227CommonSOLE
46434G103IEMGISHARES INC$12.3M0.42%235,881CommonSOLE
852234103XYZBLOCK INC$11.8M0.41%138,799CommonSOLE
46641Q340BBMCJ P MORGAN EXCHANGE TRADED F$11.8M0.40%122,153CommonSOLE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$11.5M0.40%210,161CommonSOLE
464287432TLTISHARES TR$11.5M0.40%131,919CommonSOLE
25434V732DFEMDIMENSIONAL ETF TRUST$11.1M0.38%422,391CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$11.0M0.38%244,867CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$10.8M0.37%244,034CommonSOLE
25434V872DFCFDIMENSIONAL ETF TRUST$9.7M0.33%235,347CommonSOLE
67092P201NULGNUSHARES ETF TR$9.7M0.33%113,138CommonSOLE
25434V575DFGXDIMENSIONAL ETF TRUST$9.7M0.33%185,619CommonSOLE
11135F101AVGOBROADCOM INC$9.5M0.33%40,889CommonSHARED
33735J101FTAFIRST TR LRG CP VL ALPHADEX$9.5M0.33%123,712CommonSOLE
880770102TERTERADYNE INC$9.4M0.32%75,770CommonSOLE
532457108LLYELI LILLY & CO$9.3M0.32%12,111CommonSOLE
92826C839VVISA INC$9.1M0.31%28,893CommonSOLE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$9.1M0.31%307,094CommonSOLE
33738D804FSIGFIRST TR EXCHANGE-TRADED FD$8.8M0.30%467,972CommonSOLE
25434V781DISVDIMENSIONAL ETF TRUST$8.8M0.30%331,838CommonSOLE
25434V765DIHPDIMENSIONAL ETF TRUST$8.8M0.30%346,903CommonSOLE
69344A206PHYLPGIM ETF TR$8.6M0.30%246,898CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$8.3M0.29%160,172CommonSOLE
88339J105TTDTHE TRADE DESK INC$8.3M0.29%74,486CommonSOLE
78463X202FEZSPDR INDEX SHS FDS$8.2M0.28%171,278CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$8.2M0.28%168,698CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$8.2M0.28%41,745CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$8.1M0.28%211,256CommonSOLE
464286426EEMAISHARES INC$8.1M0.28%112,675CommonSOLE
67092P300NULVNUSHARES ETF TR$8.0M0.28%203,921CommonSOLE
81762P102NOWSERVICENOW INC$8.0M0.28%7,570CommonSHARED
67092P870NUBDNUSHARES ETF TR$8.0M0.28%367,320CommonSOLE
526107107LIILENNOX INTL INC$7.8M0.27%12,844CommonSHARED
78464A672SPTISPDR SER TR$7.8M0.27%279,759CommonSOLE
67092P805NUDMNUSHARES ETF TR$7.1M0.24%234,595CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$6.9M0.24%39,309CommonSHARED
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$6.9M0.24%12,125CommonSHARED
50212V100LPLALPL FINL HLDGS INC$6.8M0.24%20,925CommonSHARED
29109X106AZPN1USDASPEN TECHNOLOGY INC$6.8M0.23%27,292CommonSHARED
33734X143FXHFIRST TR EXCHANGE TRADED FD$6.7M0.23%64,683CommonSOLE
040919102ARKBARK 21SHARES BITCOIN ETF$6.6M0.23%92,635CommonSHARED
33734X101FXDFIRST TR EXCHANGE TRADED FD$6.5M0.22%100,106CommonSOLE
464287242LQDISHARES TR$6.4M0.22%59,669CommonSOLE
75629V104RXRXRECURSION PHARMACEUTICALS IN$6.4M0.22%845,154CommonSOLE
64110L106NFLXNETFLIX INC$6.4M0.22%7,126CommonSHARED
33734X135FXOFIRST TR EXCHANGE TRADED FD$6.2M0.21%115,292CommonSOLE
337345102QTECFIRST TR NASDAQ 100 TECH IND$6.2M0.21%33,062CommonSOLE
464288281EMBISHARES TR$6.2M0.21%69,273CommonSOLE
G29183103ETNEATON CORP PLC$6.1M0.21%18,528CommonSHARED
009158106APDAIR PRODS & CHEMS INC$6.1M0.21%20,921CommonSHARED
33734Y109FYXFIRST TR SML CP CORE ALPHA F$5.9M0.20%58,564CommonSOLE
02079K305GOOGLALPHABET INC$5.8M0.20%30,616CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$5.8M0.20%29,327CommonSHARED
08265T208BSYBENTLEY SYS INC$5.7M0.20%122,718CommonSHARED
216648501COOCOOPER COS INC$5.7M0.20%61,954CommonSHARED
084423102WRBBERKLEY W R CORP$5.6M0.19%95,130CommonSHARED
426281101JKHYHENRY JACK & ASSOC INC$5.6M0.19%31,676CommonSHARED
90364P105PATHUIPATH INC$5.5M0.19%353,993CommonSOLE
942622200WSOWATSCO INC$5.5M0.19%11,640CommonSHARED
882508104TXNTEXAS INSTRS INC$5.5M0.19%29,371CommonSHARED
74164M108PRIPRIMERICA INC$5.4M0.19%20,015CommonSHARED
829073105SSDSIMPSON MFG INC$5.4M0.19%32,736CommonSHARED
45826J105NTLAINTELLIA THERAPEUTICS INC$5.4M0.19%375,291CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$5.3M0.18%13,663CommonSHARED
58933Y105MRKMERCK & CO INC$5.3M0.18%52,811CommonSHARED
718172109PMPHILIP MORRIS INTL INC$5.2M0.18%43,419CommonSOLE
437076102HDHOME DEPOT INC$5.2M0.18%13,407CommonSHARED
25434V658DFGRDIMENSIONAL ETF TRUST$5.2M0.18%204,071CommonSOLE
33734X127FXNFIRST TR EXCHANGE TRADED FD$5.1M0.18%314,373CommonSOLE
03945R102ACHRARCHER AVIATION INC$5.1M0.18%611,767CommonSOLE
294429105EFXEQUIFAX INC$5.1M0.17%19,931CommonSHARED
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$5.1M0.17%193,338CommonSHARED
88025U109TXG10X GENOMICS INC$5.0M0.17%295,539CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$5.0M0.17%73,095CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$5.0M0.17%132,921CommonSHARED
69553P100PDPAGERDUTY INC$4.9M0.17%256,568CommonSOLE
632307104NTRANATERA INC$4.9M0.17%35,082CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$4.8M0.17%130,231CommonSOLE
872540109TJXTJX COS INC NEW$4.8M0.17%39,983CommonSHARED
25434V740DFEVDIMENSIONAL ETF TRUST$4.8M0.17%184,054CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.8M0.17%33,335CommonSOLE
25434V757DEHPDIMENSIONAL ETF TRUST$4.8M0.17%194,236CommonSOLE
09290D101BLKBLACKROCK INC$4.8M0.16%4,663CommonSHARED
92337F107VCYTVERACYTE INC$4.8M0.16%137,367CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$4.8M0.16%120,684CommonSOLE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$4.7M0.16%37,490CommonSOLE
302941109FCNFTI CONSULTING INC$4.7M0.16%24,418CommonSHARED
461202103INTUINTUIT$4.7M0.16%7,409CommonSOLE
73278L105POOLPOOL CORP$4.6M0.16%13,542CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$4.6M0.16%8,794CommonSHARED
166764100CVXCHEVRON CORP NEW$4.6M0.16%31,603CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$4.6M0.16%4,974CommonSHARED
743315103PGRPROGRESSIVE CORP$4.6M0.16%19,003CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.5M0.16%10,037CommonSHARED
879360105TDYTELEDYNE TECHNOLOGIES INC$4.5M0.16%9,780CommonSOLE
775711104ROLROLLINS INC$4.5M0.16%97,541CommonSHARED
90184D100TWSTTWIST BIOSCIENCE CORP$4.5M0.15%102,928CommonSOLE
07373V105BEAMBEAM THERAPEUTICS INC$4.5M0.15%173,152CommonSOLE
040413205ANETARISTA NETWORKS INC$4.4M0.15%40,131CommonSHARED
159864107CRLCHARLES RIV LABS INTL INC$4.4M0.15%23,568CommonSOLE
29084Q100EMEEMCOR GROUP INC$4.3M0.15%9,506CommonSHARED
803054204SAPSAP SE$4.3M0.15%17,343CommonSHARED
169905106CHHCHOICE HOTELS INTL INC$4.3M0.15%30,043CommonSHARED
88023B103TEMTEMPUS AI INC$4.1M0.14%122,450CommonSOLE
78709Y105SAIASAIA INC$4.1M0.14%9,069CommonSHARED
464287465EFAISHARES TR$4.1M0.14%54,515CommonSHARED
60786M105MCMOELIS & CO$4.1M0.14%55,409CommonSOLE
548661107LOWLOWES COS INC$4.0M0.14%16,378CommonSHARED
72352L106PINSPINTEREST INC$4.0M0.14%132,315CommonSOLE
G0176J109ALLEALLEGION PLC$4.0M0.14%30,258CommonSHARED
655663102NDSNNORDSON CORP$3.9M0.14%18,826CommonSHARED
14020Y607CGSMCAPITAL GRP FIXED INCM ETF T$3.9M0.14%151,145CommonSOLE
891092108TTCTORO CO$3.9M0.13%48,490CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$3.8M0.13%42,936CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.8M0.13%7,256CommonSHARED
00287Y109ABBVABBVIE INC$3.7M0.13%21,100CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$3.7M0.13%50,506CommonSHARED
363576109AJGGALLAGHER ARTHUR J & CO$3.7M0.13%13,072CommonSHARED
005098108GOLFACUSHNET HLDGS CORP$3.7M0.13%51,852CommonSHARED
L8681T102SPOTSPOTIFY TECHNOLOGY S A$3.7M0.13%9,598CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.7M0.13%7,284CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$3.7M0.13%18,056CommonSHARED
655844108NSCNORFOLK SOUTHN CORP$3.7M0.13%15,604CommonSHARED
05550J101BJBJS WHSL CLUB HLDGS INC$3.6M0.13%40,700CommonSHARED
704326107PAYXPAYCHEX INC$3.6M0.13%25,907CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$3.6M0.12%6,307CommonSHARED
33734X150FXRFIRST TR EXCHANGE TRADED FD$3.6M0.12%48,204CommonSOLE
79466L302CRMSALESFORCE INC$3.6M0.12%10,706CommonSHARED
83406F102SOFISOFI TECHNOLOGIES INC$3.6M0.12%290,992CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$3.6M0.12%32,533CommonSHARED
172908105CTASCINTAS CORP$3.6M0.12%19,533CommonSHARED
443201108HWMHOWMET AEROSPACE INC$3.6M0.12%32,582CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$3.5M0.12%30,594CommonSHARED
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$3.5M0.12%119,526CommonSOLE
515098101LSTRLANDSTAR SYS INC$3.5M0.12%20,289CommonSHARED
221006109CRVLCORVEL CORP$3.5M0.12%31,143CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$3.4M0.12%18,764CommonSHARED
48282T104KAIKADANT INC$3.3M0.11%9,667CommonSHARED
316188200FLTBFIDELITY MERRIMACK STR TR$3.3M0.11%66,598CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.3M0.11%13,612CommonSOLE
278865100ECLECOLAB INC$3.2M0.11%13,842CommonSOLE
17275R102CSCOCISCO SYS INC$3.2M0.11%54,595CommonSHARED
573284106MLMMARTIN MARIETTA MATLS INC$3.2M0.11%6,224CommonSOLE
969457100WMBWILLIAMS COS INC$3.2M0.11%59,068CommonSHARED
33735K108FTCFIRST TRUST LRGCP GWT ALPHAD$3.2M0.11%23,103CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.2M0.11%18,808CommonSHARED
N07059210ASMLASML HOLDING N V$3.1M0.11%4,505CommonSOLE
464287192IYTISHARES TR$3.1M0.11%46,077CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3.1M0.11%8,796CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.1M0.11%50,832CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$3.1M0.11%9,016CommonSHARED
02079K107GOOGALPHABET INC$3.1M0.11%16,033CommonSHARED
65339F101NEENEXTERA ENERGY INC$3.1M0.11%42,564CommonSHARED
855244109SBUXSTARBUCKS CORP$3.0M0.10%33,414CommonSHARED
16359R103CHECHEMED CORP NEW$3.0M0.10%5,752CommonSHARED
808524870SCHPSCHWAB STRATEGIC TR$3.0M0.10%115,638CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3.0M0.10%24,572CommonSOLE
67092P888NUEMNUSHARES ETF TR$3.0M0.10%102,052CommonSOLE
701094104PHPARKER-HANNIFIN CORP$3.0M0.10%4,656CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$3.0M0.10%36,527CommonSHARED
303250104FICOFAIR ISAAC CORP$2.9M0.10%1,478CommonSHARED
75524B104RBCRBC BEARINGS INC$2.9M0.10%9,649CommonSHARED
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$2.9M0.10%26,007CommonSHARED
885160101THOTHOR INDS INC$2.9M0.10%30,048CommonSHARED
384109104GGGGRACO INC$2.9M0.10%34,098CommonSHARED
G87052109TELTE CONNECTIVITY PLC$2.9M0.10%20,029CommonSHARED
311900104FASTFASTENAL CO$2.9M0.10%39,752CommonSHARED
871607107SNPSSYNOPSYS INC$2.8M0.10%5,818CommonSHARED
615369105MCOMOODYS CORP$2.8M0.10%5,888CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$2.8M0.10%13,384CommonSHARED
303075105FDSFACTSET RESH SYS INC$2.7M0.09%5,706CommonSOLE
33734G108FRIFIRST TR S&P REIT INDEX FD$2.7M0.09%99,659CommonSOLE
30214U102EXPOEXPONENT INC$2.7M0.09%30,223CommonSHARED
90278Q108UFPIUFP INDUSTRIES INC$2.7M0.09%23,884CommonSHARED
67092P854NUHYNUSHARES ETF TR$2.7M0.09%126,187CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.6M0.09%2,214CommonSHARED
336917109FDLFIRST TR MORNINGSTAR DIVID L$2.6M0.09%65,091CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$2.6M0.09%9,641CommonSHARED
32051X108FHBFIRST HAWAIIAN INC$2.6M0.09%100,227CommonSHARED
82982L103SITESITEONE LANDSCAPE SUPPLY INC$2.5M0.09%19,339CommonSHARED
25243Q205DEODIAGEO PLC$2.5M0.09%19,914CommonSHARED
666807102NOCNORTHROP GRUMMAN CORP$2.5M0.09%5,375CommonSHARED
05722G100BKRBAKER HUGHES COMPANY$2.5M0.09%60,966CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$2.5M0.09%11,741CommonSHARED
464289867AORISHARES TR$2.5M0.09%43,309CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.4M0.08%19,227CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$2.4M0.08%4,500CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$2.3M0.08%12,126CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.3M0.08%5,793CommonSHARED
452327109ILMNILLUMINA INC$2.3M0.08%17,217CommonSOLE
670100205NVONOVO-NORDISK A S$2.3M0.08%26,623CommonSHARED
91332U101UUNITY SOFTWARE INC$2.3M0.08%87,426CommonSOLE
464286392URTHISHARES INC$2.3M0.08%14,640CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$2.3M0.08%9,385CommonSHARED
50189K103LCIILCI INDS$2.3M0.08%21,856CommonSHARED
609207105MDLZMONDELEZ INTL INC$2.2M0.08%37,499CommonSHARED
68389X105ORCLORACLE CORP$2.2M0.08%13,317CommonSHARED
02209S103MOALTRIA GROUP INC$2.2M0.08%42,411CommonSHARED
580135101MCDMCDONALDS CORP$2.2M0.08%7,570CommonSHARED
810186106SMGSCOTTS MIRACLE-GRO CO$2.2M0.07%32,576CommonSHARED
172062101CINFCINCINNATI FINL CORP$2.1M0.07%14,942CommonSHARED
25746U109DDOMINION ENERGY INC$2.1M0.07%39,719CommonSHARED
04316A108APAMARTISAN PARTNERS ASSET MGMT$2.1M0.07%48,874CommonSHARED
78464A664SPTLSPDR SER TR$2.1M0.07%80,230CommonSOLE
816851109SRESEMPRA$2.1M0.07%23,830CommonSHARED
29444U700EQIXEQUINIX INC$2.1M0.07%2,216CommonSOLE
713448108PEPPEPSICO INC$2.1M0.07%13,705CommonSHARED
749607107RLIRLI CORP$2.1M0.07%12,533CommonSHARED
91347P105OLEDUNIVERSAL DISPLAY CORP$2.0M0.07%13,954CommonSHARED
185123106CWANCLEARWATER ANALYTICS HLDGS I$2.0M0.07%73,358CommonSHARED
046353108AZNNASTRAZENECA PLC$2.0M0.07%30,582CommonSHARED
69404D108PACBPACIFIC BIOSCIENCES CALIF IN$2.0M0.07%897,058CommonSOLE
464287614IWFISHARES TR$2.0M0.07%4,866CommonSHARED
05945F103BANFBANCFIRST CORP$1.9M0.07%16,536CommonSHARED
835699307SONYSONY GROUP CORP$1.9M0.07%90,986CommonSHARED
759530108RELXRELX PLC$1.9M0.07%41,872CommonSHARED
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$1.9M0.07%45,798CommonSOLE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$1.9M0.06%40,690CommonSOLE
37637K108GTLBGITLAB INC$1.9M0.06%33,261CommonSOLE
235851102DHRDANAHER CORPORATION$1.9M0.06%8,158CommonSOLE
22822V101CCICROWN CASTLE INC$1.8M0.06%20,363CommonSHARED
20030N101CMCSACOMCAST CORP NEW$1.8M0.06%48,767CommonSHARED
055622104BPBP PLC$1.8M0.06%61,679CommonSHARED
464287598IWDISHARES TR$1.8M0.06%9,845CommonSHARED
95040Q104WELLWELLTOWER INC$1.8M0.06%14,417CommonSOLE
464287507IJHISHARES TR$1.8M0.06%28,450CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.8M0.06%6,027CommonSOLE
40415F101HDBHDFC BANK LTD$1.8M0.06%27,457CommonSOLE
80105N105SNYSANOFI$1.7M0.06%35,088CommonSHARED
37733W204GSKGSK PLC$1.7M0.06%49,834CommonSHARED
89151E109TTENTOTALENERGIES SE$1.7M0.06%30,501CommonSHARED
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.6M0.06%22,701CommonSOLE
00724F101ADBEADOBE INC$1.6M0.06%3,648CommonSHARED
98980L101ZNGAZOOM COMMUNICATIONS INC$1.6M0.06%24,493CommonSHARED
98978V103ZTSZOETIS INC$1.6M0.05%9,784CommonSHARED
G0403H108AONAON PLC$1.6M0.05%4,406CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.6M0.05%2,679CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.6M0.05%14,092CommonSOLE
500472303PHGKONINKLIJKE PHILIPS N V$1.6M0.05%61,266CommonSHARED
009066101ABNBAIRBNB INC$1.5M0.05%11,734CommonSHARED
30231G102XOMEXXON MOBIL CORP$1.5M0.05%13,908CommonSHARED
98138H101WDAYWORKDAY INC$1.5M0.05%5,786CommonSHARED
002824100ABTABBOTT LABS$1.5M0.05%13,123CommonSHARED
780259305SHELSHELL PLC$1.5M0.05%23,576CommonSHARED
110448107BTIBRITISH AMERN TOB PLC$1.4M0.05%39,870CommonSHARED
55354G100MSCIMSCI INC$1.4M0.05%2,370CommonSHARED
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$1.4M0.05%23,590CommonSOLE
184496107CLHCLEAN HARBORS INC$1.3M0.05%5,681CommonSOLE
05964H105SANBANCO SANTANDER S.A.$1.3M0.04%281,365CommonSHARED
464287622IWBISHARES TR$1.3M0.04%3,972CommonSOLE
464287234EEMISHARES TR$1.3M0.04%30,381CommonSOLE
75513E101RTXRTX CORPORATION$1.3M0.04%10,855CommonSHARED
539439109LYGLLOYDS BANKING GROUP PLC$1.2M0.04%456,220CommonSHARED
00187Y100APGAPI GROUP CORP$1.2M0.04%34,153CommonSOLE
87612G101TRGPTARGA RES CORP$1.2M0.04%6,815CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.2M0.04%8,020CommonSOLE
48251W104KKRKKR & CO INC$1.2M0.04%7,969CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$1.2M0.04%6,361CommonSHARED
747525103QCOMQUALCOMM INC$1.2M0.04%7,530CommonSHARED
45104G104IBNICICI BANK LIMITED$1.1M0.04%37,997CommonSHARED
531229755FWONKLIBERTY MEDIA CORP DEL$1.1M0.04%12,210CommonSOLE
78464A375SPIBSPDR SER TR$1.1M0.04%34,477CommonSOLE
74340W103PLDPROLOGIS INC.$1.1M0.04%10,538CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$1.1M0.04%2,274CommonSHARED
031100100AMEAMETEK INC$1.1M0.04%6,115CommonSOLE
092528108SHYMBLACKROCK ETF TRUST II$1.1M0.04%47,966CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.1M0.04%4,752CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$1.1M0.04%5,275CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$1.1M0.04%21,149CommonSHARED
718546104PSXPHILLIPS 66$1.1M0.04%9,249CommonSHARED
46429B663HDVISHARES TR$1.0M0.04%9,278CommonSHARED
12572Q105CMECME GROUP INC$1.0M0.04%4,484CommonSHARED
756109104OREALTY INCOME CORP$1.0M0.04%19,314CommonSHARED
257651109DCIDONALDSON INC$1.0M0.03%14,898CommonSHARED
88146M101TRNOTERRENO RLTY CORP$992,0740.03%16,775CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$991,9460.03%2,146CommonSHARED
46641Q449BBCBJ P MORGAN EXCHANGE TRADED F$979,0450.03%21,883CommonSOLE
904767704UNILEVER PLC$968,7200.03%17,085CommonSHARED
060505104BACBANK AMERICA CORP$965,3620.03%21,965CommonSHARED
87918A105TDOCTELADOC HEALTH INC$955,3810.03%63,270CommonSHARED
493732101KFRCKFORCE INC$951,8800.03%16,788CommonSHARED
369550108GDGENERAL DYNAMICS CORP$940,9340.03%3,571CommonSHARED
617446448MSMORGAN STANLEY$940,6600.03%7,482CommonSHARED
682680103OKEONEOK INC NEW$939,9450.03%9,362CommonSHARED
931142103WMTWALMART INC$939,4600.03%10,398CommonSHARED
639057207NWGNATWEST GROUP PLC$938,9860.03%92,329CommonSHARED
466313103JBLJABIL INC$936,3570.03%6,507CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$928,4590.03%4,973CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$921,6900.03%15,280CommonSHARED
219350105GLWCORNING INC$919,3220.03%19,346CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$917,6050.03%3,054CommonSHARED
228368106CCKCROWN HLDGS INC$897,6830.03%10,856CommonSOLE
92937A102WPPWPP PLC NEW$894,4630.03%17,402CommonSHARED
69351T106PPLPPL CORP$892,3580.03%27,491CommonSHARED
11133T103BRBROADRIDGE FINL SOLUTIONS IN$891,2470.03%3,942CommonSHARED
67092P607NUSCNUSHARES ETF TR$877,3850.03%20,949CommonSOLE
127190304CACICACI INTL INC$869,1330.03%2,151CommonSOLE
78409V104SPGIS&P GLOBAL INC$867,5680.03%1,742CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$863,6330.03%5,015CommonSHARED
49271V100KDPKEURIG DR PEPPER INC$862,3900.03%26,849CommonSHARED
23804L103DDOGDATADOG INC$854,7680.03%5,982CommonSHARED
052769106ADSKAUTODESK INC$854,1980.03%2,890CommonSOLE
78468R101SPTSSPDR SER TR$853,9960.03%29,438CommonSOLE
66987V109NVSNOVARTIS AG$833,3630.03%8,564CommonSHARED
907818108UNPUNION PAC CORP$822,5410.03%3,607CommonSHARED
12504L109CBRECBRE GROUP INC$811,7660.03%6,183CommonSOLE
29977A105EVREVERCORE INC$802,4650.03%2,895CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$802,0230.03%2,344CommonSHARED
032654105ADIANALOG DEVICES INC$796,7250.03%3,750CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$773,9550.03%3,052CommonSHARED
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$773,9130.03%648CommonSHARED
94106L109WMWASTE MGMT INC DEL$766,1970.03%3,797CommonSHARED
60770K107MRNAMODERNA INC$749,0100.03%7,029CommonSHARED
06738E204BCSBARCLAYS PLC$746,6320.03%56,180CommonSHARED
133131102CPTCAMDEN PPTY TR$739,5230.03%6,373CommonSOLE
438128308HMCHONDA MOTOR LTD$737,9600.03%25,848CommonSHARED
136375102CNICANADIAN NATL RY CO$724,6800.02%7,139CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$718,8390.02%26,235CommonSHARED
33738D788FTCBFIRST TR EXCHANGE-TRADED FD$705,1150.02%34,146CommonSOLE
81141R100SESEA LTD$704,2920.02%6,638CommonSOLE
595112103MUMICRON TECHNOLOGY INC$699,7060.02%8,314CommonSHARED
049468101TEAMATLASSIAN CORPORATION$692,4160.02%2,845CommonSHARED
366651107ITGARTNER INC$691,8230.02%1,428CommonSHARED
11271J107BNBROOKFIELD CORP$691,4110.02%12,035CommonSHARED
464287481IWPISHARES TR$679,7600.02%5,363CommonSHARED
H01301128ALCALCON AG$663,3300.02%7,814CommonSHARED
277276101EGPEASTGROUP PPTYS INC$657,6880.02%4,098CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$655,1490.02%3,674CommonSHARED
863667101SYKSTRYKER CORPORATION$654,9310.02%1,819CommonSHARED
949746101WMT2WELLS FARGO CO NEW$646,7260.02%9,207CommonSHARED
74460D109PSAPUBLIC STORAGE OPER CO$636,6090.02%2,126CommonSHARED
060505682BAC 7.25 PERP LBANK AMERICA CORP$634,0100.02%520CommonSHARED
87241L109TFIITFI INTL INC$628,8490.02%4,655CommonSHARED
49803T300KRGKITE RLTY GROUP TR$620,6770.02%24,591CommonSHARED
92939U106WECWEC ENERGY GROUP INC$617,2560.02%6,564CommonSHARED
384802104GWWGRAINGER W W INC$597,6460.02%567CommonSHARED
405552100HLNHALEON PLC$595,4870.02%62,420CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$590,2810.02%6,916CommonSHARED
70432V102PAYCPAYCOM SOFTWARE INC$589,6990.02%2,877CommonSHARED
D18190898DBDEUTSCHE BANK A G$589,6570.02%34,584CommonSHARED
33739P855FPEIFIRST TR EXCH TRADED FD III$588,8440.02%31,489CommonSOLE
30063P105EXKEXACT SCIENCES CORP$580,4490.02%8,405CommonSHARED
89832Q109TFCTRUIST FINL CORP$569,0360.02%13,117CommonSHARED
464287655IWMISHARES TR$564,9950.02%2,557CommonSHARED
00091G104ACVAACV AUCTIONS INC$561,7300.02%26,006CommonSOLE
464287150ITOTISHARES TR$555,6380.02%4,320CommonSOLE
062540109BOHBANK HAWAII CORP$555,4580.02%7,797CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$552,2820.02%8,845CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$551,8000.02%6,991CommonSHARED
03831W108APPAPPLOVIN CORP$550,1870.02%1,699CommonSHARED
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$546,4600.02%4,246CommonSHARED
416515104HIGHARTFORD FINL SVCS GROUP INC$546,0150.02%4,991CommonSHARED
955306105WSTWEST PHARMACEUTICAL SVSC INC$536,5430.02%1,638CommonSHARED
16411R208LNGCHENIERE ENERGY INC$528,1500.02%2,458CommonSHARED
456837103INGING GROEP N.V.$527,7180.02%33,677CommonSHARED
G2519Y108BAPCREDICORP LTD$518,6120.02%2,829CommonSHARED
20825C104COPCONOCOPHILLIPS$513,9220.02%5,182CommonSHARED
142339100CSLCARLISLE COS INC$513,4250.02%1,392CommonSHARED
609839105MPWRMONOLITHIC PWR SYS INC$511,2290.02%864CommonSHARED
03990B101ARESARES MANAGEMENT CORPORATION$510,9090.02%2,886CommonSHARED
574795100MASIMASIMO CORP$509,9510.02%3,085CommonSOLE
22160N109CSGPCOSTAR GROUP INC$505,9270.02%7,067CommonSHARED
30225T102EXREXTRA SPACE STORAGE INC$494,2780.02%3,304CommonSHARED
92338C103VLTOVERALTO CORP$489,1860.02%4,803CommonSHARED
36467J108GLPIGAMING & LEISURE PPTYS INC$487,5240.02%10,123CommonSHARED
87612E106TGTTARGET CORP$482,8630.02%3,572CommonSHARED
02665T306AMHAMERICAN HOMES 4 RENT$481,4830.02%12,867CommonSHARED
G4705A100ICLRICON PLC$481,2850.02%2,295CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$479,9550.02%2,906CommonSHARED
64110W102NTESNETEASE INC$472,4640.02%5,296CommonSOLE
443573100HUBSHUBSPOT INC$471,7130.02%677CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$462,0630.02%93CommonSOLE
40434L105HPQHP INC$460,7030.02%14,119CommonSHARED
74168J101PRMEPRIME MEDICINE INC$459,7420.02%111,465CommonSOLE
79589L106IOTSAMSARA INC$458,1330.02%10,486CommonSHARED
830830105SKYCHAMPION HOMES INC$454,5960.02%5,160CommonSOLE
636274409NGGNATIONAL GRID PLC$453,7310.02%7,636CommonSHARED
92537N108VRTVERTIV HOLDINGS CO$452,8490.02%3,986CommonSOLE
032095101APHAMPHENOL CORP NEW$451,2170.02%6,497CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$450,8080.02%2,906CommonSOLE
G54950103LINLINDE PLC$447,5590.02%1,069CommonSHARED
18915M107NETCLOUDFLARE INC$447,0870.02%4,152CommonSHARED
866674104SUISUN CMNTYS INC$444,9050.02%3,618CommonSOLE
268150109DTDYNATRACE INC$440,9960.02%8,114CommonSHARED
N3167Y103RACEFERRARI N V$440,5590.02%1,037CommonSHARED
440327104HMNHORACE MANN EDUCATORS CORP N$439,0620.02%11,192CommonSOLE
G6683N103NUNU HLDGS LTD$438,5390.02%42,330CommonSHARED
464288240ACWXISHARES TR$431,2590.01%8,268CommonSHARED
925652109VICIVICI PPTYS INC$429,4160.01%14,701CommonSHARED
421298100HAYWHAYWARD HLDGS INC$428,7160.01%28,039CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$421,5400.01%1,475CommonSHARED
372303206GMABGENMAB A/S$421,2400.01%20,184CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$421,1740.01%7,447CommonSHARED
191216100KOCOCA COLA CO$416,0840.01%6,683CommonSHARED
502431109LHXL3HARRIS TECHNOLOGIES INC$415,9340.01%1,978CommonSHARED
893641100TDGTRANSDIGM GROUP INC$410,1490.01%324CommonSHARED
78464A763SDYSPDR SER TR$409,2460.01%3,098CommonSOLE
74435K204PUKPRUDENTIAL PLC$404,6370.01%25,385CommonSHARED
464288414MUBISHARES TR$399,6690.01%3,751CommonSOLE
00206R102TAT&T INC$399,0670.01%17,526CommonSHARED
87240R107TFSLTFS FINL CORP$398,9310.01%31,762CommonSOLE
025816109AXPAMERICAN EXPRESS CO$395,6280.01%1,333CommonSHARED
65473P105NINISOURCE INC$393,4060.01%10,702CommonSOLE
25809K105DASHDOORDASH INC$391,6960.01%2,335CommonSHARED
053611109AVYAVERY DENNISON CORP$390,7270.01%2,088CommonSHARED
29472R108ELSEQUITY LIFESTYLE PPTYS INC$386,8130.01%5,808CommonSHARED
833445109SNOWSNOWFLAKE INC$386,7970.01%2,505CommonSHARED
26969P108EXPEAGLE MATLS INC$384,6990.01%1,559CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$382,4220.01%2,462CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$382,0460.01%3,546CommonSHARED
05464C101AXONAXON ENTERPRISE INC$380,3650.01%640CommonSHARED
29452E101EQHEQUITABLE HLDGS INC$378,6340.01%8,027CommonSOLE
464287630IWNISHARES TR$378,4120.01%2,305CommonSHARED
92276F100VTRVENTAS INC$375,0700.01%6,369CommonSHARED
28414H103ELANELANCO ANIMAL HEALTH INC$370,3960.01%30,586CommonSOLE
09073M104TECHBIO-TECHNE CORP$369,1540.01%5,125CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$354,9220.01%1,436CommonSHARED
G5960L103MDTMEDTRONIC PLC$352,1110.01%4,408CommonSHARED
513847103MZTILANCASTER COLONY CORP$350,4350.01%2,024CommonSOLE
92343E102VRSNVERISIGN INC$348,7280.01%1,685CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$348,6660.01%12,386CommonSHARED
48241A105KBKB FINL GROUP INC$347,3750.01%6,105CommonSHARED
253868103DLRDIGITAL RLTY TR INC$347,0350.01%1,957CommonSHARED
93148P102WDWALKER & DUNLOP INC$344,7070.01%3,546CommonSOLE
443320106HUBGHUB GROUP INC$336,4730.01%7,551CommonSOLE
464287648IWOISHARES TR$335,5980.01%1,166CommonSHARED
902252105TYLTYLER TECHNOLOGIES INC$333,8750.01%579CommonSHARED
928881101VNTVONTIER CORPORATION$333,6640.01%9,149CommonSOLE
29362U104ENTGENTEGRIS INC$332,1480.01%3,353CommonSHARED
344849104WOOFOOT LOCKER INC$331,9920.01%15,257CommonSOLE
74762E102QUREQUANTA SVCS INC$331,2200.01%1,048CommonSOLE
09260D107BXBLACKSTONE INC$326,3990.01%1,893CommonSHARED
456788108INFYINFOSYS LTD$325,9500.01%14,870CommonSHARED
H1467J104CBCHUBB LIMITED$321,8900.01%1,165CommonSHARED
06652K103BKUBANKUNITED INC$320,8190.01%8,405CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$320,6160.01%6,100CommonSHARED
23345M107DTMDT MIDSTREAM INC$319,5680.01%3,214CommonSHARED
171779309CIENCIENA CORP$317,4440.01%3,743CommonSOLE
69370C100PTCPTC INC$309,2690.01%1,682CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$307,7380.01%1,399CommonSHARED
07725L102ONCBEIGENE LTD$305,1410.01%1,652CommonSHARED
760125104RTORENTOKIL INITIAL PLC$302,7510.01%11,957CommonSHARED
35671D857FCXFREEPORT-MCMORAN INC$302,0120.01%7,931CommonSHARED
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$299,9000.01%2,671CommonSHARED
088606108BHPBHP GROUP LTD$299,4740.01%6,133CommonSHARED
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$296,1030.01%3,855CommonSHARED
13321L108CCJCAMECO CORP$296,0580.01%5,761CommonSHARED
044186104ASHASHLAND INC$293,8440.01%4,112CommonSOLE
244199105DEDEERE & CO$293,6290.01%693CommonSHARED
260003108DOVDOVER CORP$290,7800.01%1,550CommonSHARED
926400102VSCOVICTORIAS SECRET AND CO$289,7330.01%6,995CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$289,5930.01%2,279CommonSOLE

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.