MondegarAI
FIRST TRUST ADVISORS LP

Q2 2025 · 13F-HR

FIRST TRUST ADVISORS LPholdings as filed

Filed 2025-08-13 · accession 0001445546-25-005500

$124.34B
Reported value
2,585
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · FIRST TRUST ADVISORS LP · Q2 2025

AI · grounded in 13F

FIRST TRUST ADVISORS LP established a new position in CSCO valued at $2.1B. The fund also initiated new stakes in MSFT for $1.7B and AVGO for $1.6B. Additional new positions include META at $1.5B and AMZN at $1.2B.

Holdings as filed

First 500 of 2585

CUSIPTickerIssuerValue% port.SharesClassVoting
17275R102CSCOCISCO SYS INC$2.11B1.69%30,356,336CommonSOLE
594918104MSFTMICROSOFT CORP$1.70B1.37%3,419,860CommonSOLE
11135F101AVGOBROADCOM INC$1.61B1.29%5,835,094CommonSOLE
30303M102METAMETA PLATFORMS INC$1.54B1.24%2,090,124CommonSOLE
023135106AMZNAMAZON COM INC$1.25B1.00%5,685,488CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.12B0.90%7,109,887CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.10B0.89%2,168,520CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.08B0.87%5,295,588CommonSOLE
02079K305GOOGLALPHABET INC$1.08B0.87%6,137,332CommonSOLE
64110L106NFLXNETFLIX INC$938.8M0.76%701,043CommonSOLE
456788108INFYINFOSYS LTD$932.6M0.75%50,331,701CommonSOLE
18915M107NETCLOUDFLARE INC$871.3M0.70%4,449,123CommonSOLE
037833100AAPLAPPLE INC$865.4M0.70%4,217,733CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$848.1M0.68%3,148,990CommonSOLE
30231G102XOMEXXON MOBIL CORP$819.6M0.66%7,602,601CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$816.0M0.66%140,957CommonSOLE
33734X135FXOFIRST TR EXCHANGE TRADED FD$763.7M0.61%13,622,132CommonSOLE
33734X150FXRFIRST TR EXCHANGE TRADED FD$762.7M0.61%10,276,667CommonSOLE
33733E401QQXTFIRST TR EXCHANGE-TRADED FD$732.4M0.59%7,413,411CommonSOLE
79466L302CRMSALESFORCE INC$729.0M0.59%2,673,473CommonSOLE
33734X184FXUFIRST TR EXCHANGE TRADED FD$700.5M0.56%16,528,148CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$659.1M0.53%8,446,197CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$644.9M0.52%2,187,627CommonSOLE
98980G102ZSZSCALER INC$638.8M0.51%2,034,853CommonSOLE
92826C839VVISA INC$636.7M0.51%1,793,184CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$633.2M0.51%2,053,075CommonSOLE
34959E109FTNTFORTINET INC$611.7M0.49%5,785,629CommonSOLE
68389X105ORCLORACLE CORP$599.5M0.48%2,742,062CommonSOLE
833034101SNASNAP ON INC$589.0M0.47%1,892,708CommonSOLE
09290D101BLKBLACKROCK INC$570.2M0.46%543,399CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$562.5M0.45%13,000,441CommonSOLE
747525103QCOMQUALCOMM INC$555.7M0.45%3,489,070CommonSOLE
038222105AMATAPPLIED MATLS INC$541.3M0.44%2,956,722CommonSOLE
040413205ANETARISTA NETWORKS INC$540.9M0.44%5,286,729CommonSOLE
713448108PEPPEPSICO INC$533.5M0.43%4,040,079CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$530.6M0.43%1,830,051CommonSOLE
482480100KLACKLA CORP$518.4M0.42%578,688CommonSOLE
166764100CVXCHEVRON CORP NEW$501.2M0.40%3,500,286CommonSOLE
679295105OKTAOKTA INC$490.0M0.39%4,901,123CommonSOLE
278642103EBAYEBAY INC.$484.0M0.39%6,500,722CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$483.5M0.39%6,061,962CommonSOLE
315616102FFIVF5 INC$475.5M0.38%1,615,555CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$471.7M0.38%2,989,716CommonSOLE
778296103ROSTROSS STORES INC$468.2M0.38%3,669,876CommonSOLE
668771108GENGEN DIGITAL INC$467.4M0.38%15,899,158CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$459.7M0.37%1,129,845CommonSOLE
02079K107GOOGALPHABET INC$447.1M0.36%2,520,502CommonSOLE
26875P101EOGEOG RES INC$445.9M0.36%3,728,128CommonSOLE
91529Y106UNMUNUM GROUP$445.1M0.36%5,511,842CommonSOLE
25809K105DASHDOORDASH INC$441.9M0.36%1,792,763CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$438.1M0.35%442,595CommonSOLE
882508104TXNTEXAS INSTRS INC$437.4M0.35%2,106,645CommonSOLE
624756102MLIMUELLER INDS INC$434.9M0.35%5,472,944CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$433.6M0.35%4,294,317CommonSOLE
717081103PFEPFIZER INC$423.6M0.34%17,474,738CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$420.3M0.34%1,899,862CommonSOLE
002824100ABTABBOTT LABS$416.7M0.34%3,063,443CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$414.0M0.33%1,788,995CommonSOLE
693718108PCARPACCAR INC$411.2M0.33%4,325,789CommonSOLE
001055102AFLAFLAC INC$406.5M0.33%3,854,930CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$402.5M0.32%4,417,879CommonSOLE
025816109AXPAMERICAN EXPRESS CO$400.5M0.32%1,255,579CommonSOLE
781154109RBRKRUBRIK INC.$399.8M0.32%4,462,705CommonSOLE
58933Y105MRKMERCK & CO INC$399.7M0.32%5,049,741CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$390.7M0.31%1,460,477CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$388.6M0.31%691,475CommonSOLE
285512109EAELECTRONIC ARTS INC$388.2M0.31%2,430,876CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$381.2M0.31%2,485,569CommonSOLE
512807306LRCXLAM RESEARCH CORP$374.1M0.30%3,842,815CommonSOLE
H1467J104CBCHUBB LIMITED$371.4M0.30%1,281,882CommonSOLE
02209S103MOALTRIA GROUP INC$369.1M0.30%6,295,709CommonSOLE
20030N101CMCSACOMCAST CORP NEW$363.6M0.29%10,187,177CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$360.5M0.29%5,401,530CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$343.8M0.28%2,710,163CommonSOLE
438516106HONHONEYWELL INTL INC$337.9M0.27%1,450,958CommonSOLE
745867101PHMPULTE GROUP INC$337.5M0.27%3,199,906CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$336.2M0.27%3,228,801CommonSOLE
036752103ELVELEVANCE HEALTH INC$333.3M0.27%856,900CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$332.1M0.27%3,441,458CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$328.4M0.26%1,098,574CommonSOLE
217204106CPRTCOPART INC$322.9M0.26%6,579,404CommonSOLE
478160104JNJJOHNSON & JOHNSON$319.1M0.26%2,089,038CommonSOLE
260003108DOVDOVER CORP$314.5M0.25%1,716,256CommonSOLE
G29183103ETNEATON CORP PLC$312.2M0.25%874,647CommonSOLE
G87052109TELTE CONNECTIVITY PLC$308.5M0.25%1,829,268CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$301.4M0.24%2,853,942CommonSOLE
833445109SNOWSNOWFLAKE INC$293.7M0.24%1,312,525CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$292.4M0.24%1,568,693CommonSOLE
084423102WRBBERKLEY W R CORP$290.8M0.23%3,958,749CommonSOLE
92338C103VLTOVERALTO CORP$285.0M0.23%2,822,898CommonSOLE
G54950103LINLINDE PLC$284.9M0.23%607,158CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$284.4M0.23%7,419,033CommonSOLE
29084Q100EMEEMCOR GROUP INC$284.4M0.23%531,703CommonSOLE
969904101WSMWILLIAMS SONOMA INC$283.7M0.23%1,736,466CommonSOLE
437076102HDHOME DEPOT INC$282.8M0.23%771,356CommonSOLE
872540109TJXTJX COS INC NEW$282.3M0.23%2,286,195CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$279.5M0.22%3,760,467CommonSOLE
00287Y109ABBVABBVIE INC$278.8M0.22%1,502,221CommonSOLE
98138H101WDAYWORKDAY INC$278.6M0.22%1,160,932CommonSOLE
278865100ECLECOLAB INC$276.7M0.22%1,027,012CommonSOLE
609207105MDLZMONDELEZ INTL INC$274.2M0.22%4,066,155CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$274.2M0.22%2,011,096CommonSOLE
704326107PAYXPAYCHEX INC$270.5M0.22%1,859,478CommonSOLE
049468101TEAMATLASSIAN CORPORATION$268.9M0.22%1,323,874CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$267.0M0.21%4,262,353CommonSOLE
009066101ABNBAIRBNB INC$265.9M0.21%2,009,431CommonSOLE
125269100CFCF INDS HLDGS INC$263.2M0.21%2,861,028CommonSOLE
526057104LENLENNAR CORP$259.7M0.21%2,347,890CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$257.7M0.21%613,007CommonSOLE
191216100KOCOCA COLA CO$256.5M0.21%3,625,155CommonSOLE
742718109PGPROCTER AND GAMBLE CO$256.5M0.21%1,609,700CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$256.3M0.21%1,172,398CommonSOLE
693506107PPGPPG INDS INC$254.8M0.20%2,239,697CommonSOLE
03831W108APPAPPLOVIN CORP$252.2M0.20%720,407CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$250.3M0.20%2,178,763CommonSOLE
771049103RBLXROBLOX CORP$249.6M0.20%2,372,304CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$246.9M0.20%1,521,054CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$244.3M0.20%2,420,639CommonSOLE
369550108GDGENERAL DYNAMICS CORP$242.2M0.19%830,552CommonSOLE
863667101SYKSTRYKER CORPORATION$242.2M0.19%612,276CommonSOLE
67059N108NTNXNUTANIX INC$241.9M0.19%3,164,824CommonSOLE
683715106OTEXOPEN TEXT CORP$241.3M0.19%8,262,084CommonSOLE
23804L103DDOGDATADOG INC$240.3M0.19%1,788,758CommonSOLE
00724F101ADBEADOBE INC$240.0M0.19%620,376CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$238.6M0.19%477,253CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$237.3M0.19%2,077,347CommonSOLE
74762E102QUREQUANTA SVCS INC$236.6M0.19%625,891CommonSOLE
36828A101GEVGE VERNOVA INC$236.6M0.19%447,043CommonSOLE
97650W108WTFCWINTRUST FINL CORP$234.3M0.19%1,890,073CommonSOLE
369604301GEGE AEROSPACE$234.3M0.19%910,161CommonSOLE
461202103INTUINTUIT$233.3M0.19%296,265CommonSOLE
665859104NTRSNORTHERN TR CORP$232.8M0.19%1,836,008CommonSOLE
009158106APDAIR PRODS & CHEMS INC$232.0M0.19%822,589CommonSOLE
00766T100ACMAECOM$231.8M0.19%2,054,214CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$231.0M0.19%2,540,793CommonSOLE
88160R101TSLATESLA INC$230.3M0.19%725,040CommonSOLE
032654105ADIANALOG DEVICES INC$228.7M0.18%960,769CommonSOLE
907818108UNPUNION PAC CORP$227.2M0.18%987,276CommonSOLE
872590104TMUST-MOBILE US INC$226.9M0.18%952,395CommonSOLE
23331A109DHID R HORTON INC$225.3M0.18%1,747,286CommonSOLE
03076C106AMPAMERIPRISE FINL INC$220.4M0.18%412,966CommonSOLE
03073E105CORCENCORA INC$220.1M0.18%734,192CommonSOLE
857477103STTSTATE STR CORP$213.7M0.17%2,009,190CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$212.6M0.17%4,592,548CommonSOLE
199908104FIXCOMFORT SYS USA INC$212.0M0.17%395,365CommonSOLE
615369105MCOMOODYS CORP$211.8M0.17%422,167CommonSOLE
595112103MUMICRON TECHNOLOGY INC$211.0M0.17%1,712,174CommonSOLE
21874C102CNMCORE & MAIN INC$209.2M0.17%3,466,635CommonSOLE
G3223R108EGEVEREST GROUP LTD$209.1M0.17%615,370CommonSOLE
384802104GWWGRAINGER W W INC$208.6M0.17%200,558CommonSOLE
20825C104COPCONOCOPHILLIPS$207.8M0.17%2,315,757CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$207.5M0.17%1,609,332CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$205.4M0.17%10,045,050CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$204.4M0.16%1,969,942CommonSOLE
552848103MTGMGIC INVT CORP WIS$203.3M0.16%7,302,263CommonSOLE
55261F104MTBM & T BK CORP$203.2M0.16%1,047,429CommonSOLE
142339100CSLCARLISLE COS INC$200.0M0.16%535,619CommonSOLE
126650100CVSCVS HEALTH CORP$199.6M0.16%2,893,507CommonSOLE
902973304USBUS BANCORP DEL$199.5M0.16%4,408,002CommonSOLE
G0403H108AONAON PLC$197.1M0.16%552,605CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$196.9M0.16%269,179CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$189.5M0.15%3,379,555CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$187.9M0.15%859,807CommonSOLE
922475108VEEVVEEVA SYS INC$186.4M0.15%647,320CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$186.4M0.15%158,755CommonNONE
776696106ROPROPER TECHNOLOGIES INC$185.9M0.15%327,992CommonSOLE
62944T105NVRNVR INC$184.8M0.15%25,017CommonSOLE
743315103PGRPROGRESSIVE CORP$179.8M0.14%673,646CommonSOLE
82509L107SHOPSHOPIFY INC$179.5M0.14%1,556,123CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$176.7M0.14%760,210CommonSOLE
81730H109SSENTINELONE INC$174.7M0.14%9,555,943CommonSOLE
682189105ONON SEMICONDUCTOR CORP$174.4M0.14%3,327,849CommonSOLE
443573100HUBSHUBSPOT INC$170.2M0.14%305,757CommonSOLE
64110D104NTAPNETAPP INC$168.5M0.14%1,581,048CommonSOLE
366651107ITGARTNER INC$167.9M0.14%415,428CommonSOLE
443510607HUBBHUBBELL INC$167.8M0.13%410,769CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$167.3M0.13%738,503CommonSOLE
45167R104IEXIDEX CORP$165.7M0.13%943,862CommonSOLE
74624M102PPURE STORAGE INC$165.1M0.13%2,867,727CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$165.0M0.13%1,465,151CommonSOLE
30161N101EXCEXELON CORP$163.3M0.13%3,760,455CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$162.0M0.13%9,667,003CommonSOLE
146869102CVNACARVANA CO$161.6M0.13%479,536CommonSOLE
534187109LNCLINCOLN NATL CORP IND$160.7M0.13%4,645,447CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$159.8M0.13%1,501,431CommonSOLE
74758T303QLYSQUALYS INC$159.4M0.13%1,115,717CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$158.2M0.13%4,455,667CommonSOLE
831865209AOSSMITH A O CORP$157.3M0.13%2,399,293CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$156.3M0.13%2,786,578CommonSOLE
020002101ALLALLSTATE CORP$155.8M0.13%773,998CommonSOLE
784117103SEICSEI INVTS CO$155.2M0.12%1,727,334CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$155.2M0.12%2,205,718CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$154.4M0.12%4,158,376CommonSOLE
172967424CCITIGROUP INC$152.8M0.12%1,795,355CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$152.6M0.12%314,120CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$152.5M0.12%533,754CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$150.3M0.12%1,447,260CommonSOLE
031162100AMGNAMGEN INC$149.3M0.12%534,829CommonSOLE
500754106KHCKRAFT HEINZ CO$148.5M0.12%5,749,725CommonSOLE
922280102VRNSVARONIS SYS INC$148.1M0.12%2,917,391CommonSOLE
654106103NKENIKE INC$147.3M0.12%2,072,808CommonSOLE
172062101CINFCINCINNATI FINL CORP$147.0M0.12%987,109CommonSOLE
00206R102TAT&T INC$146.5M0.12%5,061,744CommonSOLE
553530106MSMMSC INDL DIRECT INC$146.1M0.12%1,717,859CommonSOLE
128030202CALMCAL MAINE FOODS INC$145.0M0.12%1,455,752CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$144.7M0.12%1,019,578CommonSOLE
98389B100XELXCEL ENERGY INC$144.4M0.12%2,120,438CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$143.4M0.12%593,756CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$142.9M0.11%1,833,105CommonSOLE
629377508NRGNRG ENERGY INC$142.5M0.11%887,413CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$141.6M0.11%200,133CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$141.5M0.11%1,474,717CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$141.0M0.11%1,149,958CommonSOLE
594972408MSTRMICROSTRATEGY INC$141.0M0.11%348,731CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$140.9M0.11%436,578CommonSOLE
60937P106MDBMONGODB INC$140.1M0.11%667,220CommonSOLE
30034W106EVRGEVERGY INC$139.9M0.11%2,029,432CommonSOLE
81762P102NOWSERVICENOW INC$139.3M0.11%135,540CommonSOLE
353514102FELEFRANKLIN ELEC INC$139.3M0.11%1,552,097CommonSOLE
267475101DYDYCOM INDS INC$138.4M0.11%566,393CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$138.2M0.11%2,618,940CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$138.1M0.11%1,005,209CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$137.6M0.11%955,404CommonSOLE
45168D104IDXXIDEXX LABS INC$136.5M0.11%254,553CommonSOLE
375558103GILDGILEAD SCIENCES INC$134.7M0.11%1,214,775CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$134.2M0.11%545,724CommonSOLE
457187102INGRINGREDION INC$133.3M0.11%982,704CommonSOLE
624758108MWAMUELLER WTR PRODS INC$133.1M0.11%5,535,000CommonSOLE
92840M102VSTVISTRA CORP$132.6M0.11%684,150CommonSOLE
30040W108ESEVERSOURCE ENERGY$132.0M0.11%2,074,159CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$131.3M0.11%2,790,739CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$130.3M0.10%936,347CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$128.2M0.10%287,892CommonSOLE
184496107CLHCLEAN HARBORS INC$127.2M0.10%550,176CommonSOLE
690742101OCOWENS CORNING NEW$126.6M0.10%920,726CommonSOLE
G3922B107GGENPACT LIMITED$126.5M0.10%2,874,219CommonSOLE
94106L109WMWASTE MGMT INC DEL$126.3M0.10%552,083CommonSOLE
783549108RRYDER SYS INC$126.2M0.10%793,527CommonSOLE
497266106KEXKIRBY CORP$126.1M0.10%1,111,692CommonSOLE
345370860FFORD MTR CO$125.5M0.10%11,569,035CommonSOLE
257651109DCIDONALDSON INC$125.2M0.10%1,804,899CommonSOLE
58155Q103MCKMCKESSON CORP$125.1M0.10%170,755CommonSOLE
744320102PRUPRUDENTIAL FINL INC$124.1M0.10%1,155,413CommonSOLE
384109104GGGGRACO INC$124.1M0.10%1,443,723CommonSOLE
047649108ATKRATKORE INC$124.0M0.10%1,757,797CommonSOLE
92343E102VRSNVERISIGN INC$124.0M0.10%429,374CommonSOLE
N07059210ASMLASML HOLDING N V$123.9M0.10%154,667CommonSOLE
722304102PDDPDD HOLDINGS INC$123.8M0.10%1,183,163CommonSOLE
90138F102TWLOTWILIO INC$122.2M0.10%982,645CommonSOLE
682680103OKEONEOK INC NEW$121.9M0.10%1,493,672CommonSOLE
281020107EIXEDISON INTL$121.7M0.10%2,357,914CommonSOLE
032095101APHAMPHENOL CORP NEW$121.6M0.10%1,231,343CommonSOLE
89832Q109TFCTRUIST FINL CORP$120.6M0.10%2,804,945CommonSOLE
74164M108PRIPRIMERICA INC$119.8M0.10%437,925CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$119.6M0.10%1,533,112CommonSOLE
40434L105HPQHP INC$119.2M0.10%4,874,334CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$118.6M0.10%4,035,405CommonSOLE
617446448MSMORGAN STANLEY$118.4M0.10%840,460CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$117.9M0.09%382,694CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$117.7M0.09%540,410CommonSOLE
78442P106SLMSLM CORP$114.7M0.09%3,498,285CommonSOLE
370334104GISGENERAL MLS INC$114.7M0.09%2,213,506CommonSOLE
576323109MTZMASTEC INC$114.5M0.09%671,947CommonSOLE
387328107GVAGRANITE CONSTR INC$114.2M0.09%1,221,031CommonSOLE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$113.9M0.09%2,724,274CommonSOLE
20717M1038QRCONFLUENT INC$113.6M0.09%4,555,913CommonSOLE
980745103WWDWOODWARD INC$113.0M0.09%460,938CommonSOLE
87612E106TGTTARGET CORP$112.8M0.09%1,143,206CommonSOLE
816851109SRESEMPRA$112.5M0.09%1,484,762CommonSOLE
876030107TPRTAPESTRY INC$111.9M0.09%1,274,804CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$110.1M0.09%1,230,491CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$110.1M0.09%2,370,085CommonSOLE
126408103CSXCSX CORP$110.0M0.09%3,372,205CommonSOLE
04621X108AIZASSURANT INC$109.9M0.09%556,449CommonSOLE
513847103MZTILANCASTER COLONY CORP$109.8M0.09%635,358CommonSOLE
09062X103BIIBBIOGEN INC$109.7M0.09%873,823CommonSOLE
941848103WATWATERS CORP$109.3M0.09%313,084CommonSOLE
149123101CATCATERPILLAR INC$108.9M0.09%280,447CommonSOLE
12514G108CDWCDW CORP$108.6M0.09%608,234CommonSOLE
751212101RLRALPH LAUREN CORP$108.2M0.09%394,411CommonSOLE
87971M103TUTELUS CORPORATION$108.2M0.09%6,735,165CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$108.0M0.09%699,412CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$107.4M0.09%460,534CommonSOLE
45867G101IDCCINTERDIGITAL INC$107.1M0.09%477,853CommonSOLE
532457108LLYELI LILLY & CO$106.1M0.09%136,071CommonSOLE
458140100INTCINTEL CORP$104.9M0.08%4,680,812CommonSOLE
695156109PKGPACKAGING CORP AMER$104.8M0.08%556,149CommonSOLE
670837103OGEOGE ENERGY CORP$104.7M0.08%2,359,899CommonSOLE
380237107GDDYGODADDY INC$104.3M0.08%579,411CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$104.0M0.08%1,171,551CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$103.5M0.08%1,188,183CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$103.1M0.08%873,445CommonSOLE
553498106MSAMSA SAFETY INC$103.0M0.08%614,887CommonSOLE
209115104EDCONSOLIDATED EDISON INC$102.4M0.08%1,020,097CommonSOLE
45073V108ITTITT INC$102.0M0.08%650,280CommonSOLE
256163106DOCUDOCUSIGN INC$102.0M0.08%1,308,983CommonSOLE
515098101LSTRLANDSTAR SYS INC$101.7M0.08%731,615CommonSOLE
360271100FULTFULTON FINL CORP PA$101.5M0.08%5,626,858CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$100.5M0.08%184,883CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$100.4M0.08%484,114CommonSOLE
465741106ITRIITRON INC$99.7M0.08%757,719CommonSOLE
75524B104RBCRBC BEARINGS INC$99.5M0.08%258,531CommonSOLE
88025T102TENBTENABLE HLDGS INC$99.2M0.08%2,937,689CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$99.0M0.08%2,708,441CommonSOLE
127097103CTRACOTERRA ENERGY INC$98.4M0.08%3,875,823CommonSOLE
311900104FASTFASTENAL CO$98.1M0.08%2,334,680CommonSOLE
871607107SNPSSYNOPSYS INC$97.9M0.08%190,888CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$97.8M0.08%1,029,181CommonSOLE
042068205ARMARM HOLDINGS PLC$97.7M0.08%604,296CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$97.6M0.08%1,260,500CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$97.2M0.08%578,792CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$96.6M0.08%184,044CommonSOLE
233331107DTEDTE ENERGY CO$96.1M0.08%725,295CommonSOLE
05464C101AXONAXON ENTERPRISE INC$96.0M0.08%115,893CommonSOLE
689648103OTTROTTER TAIL CORP$95.9M0.08%1,243,574CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC$95.7M0.08%3,962,710CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$95.6M0.08%3,223,792CommonSOLE
302520101FNBF N B CORP$95.6M0.08%6,554,344CommonSOLE
052769106ADSKAUTODESK INC$94.9M0.08%306,533CommonSOLE
88339J105TTDTHE TRADE DESK INC$93.8M0.08%1,302,965CommonSOLE
902681105UGIUGI CORP NEW$93.8M0.08%2,575,271CommonSOLE
G3265R107APTVAPTIV PLC$93.3M0.08%1,368,227CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$93.3M0.08%1,005,817CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$91.9M0.07%1,237,443CommonSOLE
12572Q105CMECME GROUP INC$91.0M0.07%330,062CommonSOLE
71363P106PRDOPERDOCEO ED CORP$90.9M0.07%2,779,263CommonSOLE
049560105ATOATMOS ENERGY CORP$90.7M0.07%588,496CommonSOLE
172908105CTASCINTAS CORP$89.9M0.07%403,416CommonSOLE
65339F101NEENEXTERA ENERGY INC$89.6M0.07%1,290,725CommonSOLE
G0250X107AMCRAMCOR PLC$89.2M0.07%9,701,670CommonSOLE
670346105NUENUCOR CORP$89.1M0.07%687,632CommonSOLE
718172109PMPHILIP MORRIS INTL INC$88.8M0.07%487,735CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$88.6M0.07%1,424,976CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$88.2M0.07%2,308,711CommonSOLE
42704L104HRIHERC HLDGS INC$87.9M0.07%667,669CommonSOLE
103304101BYDBOYD GAMING CORP$87.8M0.07%1,122,869CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$87.8M0.07%305,512CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$87.3M0.07%2,185,546CommonSOLE
451107106IDAIDACORP INC$87.2M0.07%755,116CommonSOLE
023608102AEEAMEREN CORP$86.7M0.07%902,531CommonSOLE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$86.4M0.07%1,442,892CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$86.4M0.07%1,159,143CommonSOLE
26603R106DUOLDUOLINGO INC$85.8M0.07%209,339CommonSOLE
770700102HOODROBINHOOD MKTS INC$85.2M0.07%909,882CommonSOLE
318672706FBPFIRST BANCORP P R$84.5M0.07%4,058,943CommonSOLE
741511109PSMTPRICESMART INC$84.5M0.07%804,899CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$84.5M0.07%795,497CommonSOLE
410867105THGHANOVER INS GROUP INC$84.5M0.07%497,429CommonSOLE
337932107FEFIRSTENERGY CORP$84.5M0.07%2,098,426CommonSOLE
18467V109YOUCLEAR SECURE INC$84.1M0.07%3,027,758CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$83.9M0.07%653,007CommonSOLE
650111107NYTNEW YORK TIMES CO$83.9M0.07%1,499,246CommonSOLE
011311107ALGALAMO GROUP INC$83.9M0.07%384,190CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$83.9M0.07%3,566,784CommonSOLE
750236101RDNRADIAN GROUP INC$83.9M0.07%2,328,819CommonSOLE
H2906T109GRMNGARMIN LTD$83.6M0.07%400,715CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$83.4M0.07%1,504,814CommonSOLE
931142103WMTWALMART INC$83.4M0.07%852,480CommonSOLE
459044103IBOCINTERNATIONAL BANCSHARES COR$83.3M0.07%1,251,947CommonSOLE
888787108TOSTTOAST INC$83.3M0.07%1,880,158CommonSOLE
98419M100XYLXYLEM INC$82.8M0.07%640,112CommonSOLE
12740C103CADECADENCE BANK$82.7M0.07%2,587,221CommonSOLE
30161Q104EXELEXELIXIS INC$82.4M0.07%1,870,128CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$82.3M0.07%2,489,053CommonSOLE
316773100FITBFIFTH THIRD BANCORP$82.3M0.07%1,999,820CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$82.1M0.07%251,817CommonSOLE
03662Q105AKXANSYS INC$82.1M0.07%233,699CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$81.3M0.07%18,554,113CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$81.2M0.07%66,943CommonNONE
803054204SAPSAP SE$81.1M0.07%266,843CommonSOLE
842587107SOSOUTHERN CO$79.9M0.06%870,513CommonSOLE
829073105SSDSIMPSON MFG INC$79.9M0.06%514,406CommonSOLE
37637K108GTLBGITLAB INC$79.5M0.06%1,763,183CommonSOLE
104674106BRCBRADY CORP$79.5M0.06%1,169,245CommonSOLE
00130H105AESAES CORP$79.3M0.06%7,541,717CommonSOLE
25746U109DDOMINION ENERGY INC$79.2M0.06%1,401,138CommonSOLE
950755108WERNWERNER ENTERPRISES INC$79.2M0.06%2,893,705CommonSOLE
65473P105NINISOURCE INC$78.9M0.06%1,956,214CommonSOLE
G7S00T104PNRPENTAIR PLC$78.9M0.06%768,231CommonSOLE
52661A108DRSLEONARDO DRS INC$78.5M0.06%1,688,618CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$78.4M0.06%1,422,965CommonSOLE
69351T106PPLPPL CORP$78.3M0.06%2,310,854CommonSOLE
739128106POWLPOWELL INDS INC$78.1M0.06%371,016CommonSOLE
35137L105FOXAFOX CORP$78.0M0.06%1,391,200CommonSOLE
060505104BACBANK AMERICA CORP$77.6M0.06%1,639,876CommonSOLE
046353108AZNNASTRAZENECA PLC$77.5M0.06%1,109,464CommonSOLE
949746101WMT2WELLS FARGO CO NEW$77.2M0.06%963,178CommonSOLE
G87264100TGLSTECNOGLASS INC$77.1M0.06%996,136CommonSOLE
443201108HWMHOWMET AEROSPACE INC$76.9M0.06%413,116CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$76.5M0.06%314,912CommonSOLE
88579Y101MMM3M CO$76.2M0.06%500,780CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$76.2M0.06%330,406CommonSOLE
018802108LNTALLIANT ENERGY CORP$76.1M0.06%1,258,419CommonSOLE
580135101MCDMCDONALDS CORP$75.9M0.06%259,656CommonSOLE
62955J103NOVNOV INC$75.7M0.06%6,091,095CommonSOLE
29275Y102ENSENERSYS$75.7M0.06%882,082CommonSOLE
67103X102OFGOFG BANCORP$75.4M0.06%1,761,645CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$75.2M0.06%2,046,172CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$75.0M0.06%635,683CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$74.7M0.06%445,263CommonSOLE
252131107DXCMDEXCOM INC$74.3M0.06%850,641CommonSOLE
85472N109STNSTANTEC INC$74.2M0.06%683,018CommonSOLE
05534B760BCEBCE INC$74.2M0.06%3,344,628CommonSOLE
46982L108JJACOBS SOLUTIONS INC$74.1M0.06%563,832CommonSOLE
G5960L103MDTMEDTRONIC PLC$73.4M0.06%841,814CommonSOLE
441593100HLIHOULIHAN LOKEY INC$73.2M0.06%406,768CommonSOLE
16359R103CHECHEMED CORP NEW$73.1M0.06%150,132CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$73.0M0.06%369,241CommonSOLE
291011104EMREMERSON ELEC CO$73.0M0.06%547,369CommonSOLE
191098102COKECOCA COLA CONS INC$73.0M0.06%653,655CommonSOLE
04010E109AGXARGAN INC$72.6M0.06%329,393CommonSOLE
205887102CAGCONAGRA BRANDS INC$72.4M0.06%3,537,834CommonSOLE
09228F103BBBLACKBERRY LTD$72.1M0.06%15,748,114CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$71.9M0.06%3,948,998CommonSOLE
231561101CWCURTISS WRIGHT CORP$71.8M0.06%146,939CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$71.6M0.06%946,172CommonSOLE
115236101BROBROWN & BROWN INC$71.4M0.06%644,202CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$71.3M0.06%228,886CommonSOLE
125896100CMSCMS ENERGY CORP$71.3M0.06%1,029,028CommonSOLE
231021106CMICUMMINS INC$71.2M0.06%217,369CommonSOLE
574599106MASMASCO CORP$70.9M0.06%1,100,994CommonSOLE
75513E101RTXRTX CORPORATION$70.6M0.06%483,270CommonSOLE
909907107UBSIUNITED BANKSHARES INC WEST V$70.5M0.06%1,935,979CommonSOLE
254067101DDSDILLARDS INC$70.4M0.06%168,579CommonSOLE
458334109IPARINTERPARFUMS INC$70.4M0.06%536,096CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$70.3M0.06%390,021CommonSOLE
G02602103DOXAMDOCS LTD$69.9M0.06%766,096CommonSOLE
632307104NTRANATERA INC$69.9M0.06%413,689CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$69.7M0.06%757,092CommonSOLE
08160H101BHEBENCHMARK ELECTRS INC$69.5M0.06%1,790,647CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$69.5M0.06%2,171,301CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$69.4M0.06%276,667CommonSOLE
29364G103ETRENTERGY CORP NEW$69.3M0.06%833,790CommonSOLE
756109104OREALTY INCOME CORP$69.2M0.06%1,200,389CommonSOLE
680223104ORIOLD REP INTL CORP$68.6M0.06%1,785,774CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$68.6M0.06%156,729CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$68.5M0.06%759,465CommonSOLE
440452100HRLHORMEL FOODS CORP$67.9M0.05%2,245,614CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$67.9M0.05%34,708CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$67.8M0.05%1,514,258CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$67.6M0.05%340,969CommonSOLE
45768S105IOSPINNOSPEC INC$67.5M0.05%802,504CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$67.4M0.05%263,425CommonSOLE
29358P101ENSGENSIGN GROUP INC$67.1M0.05%435,301CommonSOLE
00508Y102AYIACUITY INC$66.6M0.05%223,306CommonSOLE
98139A105WKWORKIVA INC$66.0M0.05%964,347CommonSOLE
501044101KRKROGER CO$65.7M0.05%916,003CommonSOLE
G3198U102ESNTESSENT GROUP LTD$65.1M0.05%1,071,145CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$64.4M0.05%1,502,548CommonSOLE
443320106HUBGHUB GROUP INC$64.3M0.05%1,922,656CommonSOLE
65406E102NICNICOLET BANKSHARES INC$64.1M0.05%519,013CommonSOLE
50050N103KTBKONTOOR BRANDS INC$64.0M0.05%970,002CommonSOLE
68268W103OMFONEMAIN HLDGS INC$63.8M0.05%1,118,660CommonSOLE
505336107LZBLA Z BOY INC$63.7M0.05%1,712,724CommonSOLE
034164103ANDEANDERSONS INC$63.3M0.05%1,722,092CommonSOLE
78709Y105SAIASAIA INC$63.3M0.05%230,923CommonSOLE
550021109LULULULULEMON ATHLETICA INC$63.3M0.05%266,276CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$63.2M0.05%351,593CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$62.9M0.05%859,331CommonSOLE
651587107NEUNEWMARKET CORP$62.9M0.05%91,062CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$62.5M0.05%742,856CommonSOLE
92939U106WECWEC ENERGY GROUP INC$62.3M0.05%597,931CommonSOLE
427866108HSYHERSHEY CO$61.6M0.05%371,384CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$61.6M0.05%428,704CommonSOLE
343498101FLOFLOWERS FOODS INC$61.5M0.05%3,850,295CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$61.4M0.05%829,321CommonSOLE
130788102CWTCALIFORNIA WTR SVC GROUP$61.2M0.05%1,344,916CommonSOLE
548661107LOWLOWES COS INC$61.1M0.05%275,582CommonSOLE
784305104HTOH2O AMERICA$61.1M0.05%1,175,229CommonSOLE
26210C104DBXDROPBOX INC$60.5M0.05%2,115,176CommonSOLE
029899101AWRAMER STATES WTR CO$60.5M0.05%788,731CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$60.4M0.05%130,401CommonSOLE
000360206AAONAAON INC$60.3M0.05%818,029CommonSOLE
422806109HEIHEICO CORP NEW$60.1M0.05%183,274CommonSOLE
244199105DEDEERE & CO$60.1M0.05%118,143CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$60.0M0.05%1,165,342CommonSOLE
958102105WDCWESTERN DIGITAL CORP$59.9M0.05%936,313CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$59.9M0.05%414,708CommonSOLE
920253101VMIVALMONT INDS INC$59.6M0.05%182,591CommonSOLE
29444U700EQIXEQUINIX INC$59.5M0.05%74,829CommonSOLE
127203107WHDCACTUS INC$59.0M0.05%1,349,868CommonSOLE
371901109GNTXGENTEX CORP$58.8M0.05%2,674,997CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$58.8M0.05%242,072CommonSOLE
50212V100LPLALPL FINL HLDGS INC$58.7M0.05%156,647CommonSOLE
319829107FCFFIRST COMWLTH FINL CORP PA$58.4M0.05%3,597,925CommonSOLE
189054109CLXCLOROX CO DEL$58.3M0.05%485,301CommonSOLE
889478103TOLTOLL BROTHERS INC$58.1M0.05%509,458CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$58.0M0.05%1,892,574CommonSOLE
53263P105LMBLIMBACH HLDGS INC$57.6M0.05%411,180CommonSOLE
631103108NDAQNASDAQ INC$57.4M0.05%641,855CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$56.8M0.05%233,759CommonSOLE
681919106OMCOMNICOM GROUP INC$56.5M0.05%785,984CommonSOLE
69331C108PCGPG&E CORP$55.7M0.04%3,995,740CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$55.4M0.04%1,871,301CommonSOLE
570535104MKLMARKEL GROUP INC$55.2M0.04%27,619CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$55.1M0.04%1,095,847CommonSOLE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$55.1M0.04%1,200,153CommonSOLE
115637209BF/BBROWN FORMAN CORP$55.0M0.04%2,042,522CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$54.8M0.04%690,528CommonSOLE
680033107ONBOLD NATL BANCORP IND$54.5M0.04%2,554,922CommonSOLE

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.