MondegarAI
Pinnacle Wealth Planning Services, Inc.

Q3 2024 · 13F-HR

Pinnacle Wealth Planning Services, Inc.holdings as filed

Filed 2024-11-13 · accession 0001726752-24-000004

$736.2M
Reported value
532
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 532

CUSIPTickerIssuerValue% port.SharesClassVoting
92189F486FLTRVANECK IG FLOATING RATE ETF$91.1M12.4%3,983,701CommonNONE
29273V100ETENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP$68.7M9.33%4,280,995CommonNONE
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037833100AAPLAPPLE INC$22.6M3.08%97,173CommonNONE
594918104MSFTMICROSOFT$18.8M2.55%43,615CommonNONE
78464A649SPABSPDR PORTFOLIO AGGREGATE BOND ETF$17.8M2.41%679,419CommonNONE
67066G104NVDANVIDIA CORP$16.5M2.25%136,196CommonNONE
78464A409SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF$14.0M1.91%169,279CommonNONE
023135106AMZNAMAZON.COM INC$10.4M1.41%55,814CommonNONE
78464A854SPYMSPDR PORTFOLIO S&P 500 ETF$9.8M1.33%145,014CommonNONE
78470P309EMTLSPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF$8.0M1.09%184,829CommonNONE
30303M102METAMETA PLATFORMS INC CL A$7.9M1.08%13,876CommonNONE
464288877EFVISHARES MSCI EAFE VALUE INDEX ETF$7.9M1.07%136,898CommonNONE
02079K305GOOGLGOOGLE INC$6.0M0.82%36,425CommonNONE
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084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$4.9M0.67%10,670CommonNONE
464287200IVVISHARES S&P 500 INDEX$4.8M0.65%8,318CommonNONE
88160R101TSLATESLA MOTORS INC$4.8M0.65%18,218CommonNONE
464287226AGGISHARES AGGREGATE BOND ETF$4.6M0.63%45,590CommonNONE
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46641Q878BBHYJPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF$4.1M0.56%87,391CommonNONE
11135F101AVGOAVAGO TECHNOLOGIES LTD$4.0M0.54%23,240CommonNONE
78468R861TIPXSPDR BLOOMBERG 1-10 YEAR TIPS ETF$4.0M0.54%208,813CommonNONE
532457108LLYELI LILLY & CO COM$3.9M0.53%4,392CommonNONE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$3.9M0.52%10,258CommonNONE
02079K107GOOGALPHABET INC CAP STK CL C$3.8M0.52%22,970CommonNONE
78463X509SPEMSPDR PORTFOLIO EMERGING MARKETS ETF$3.8M0.52%92,274CommonNONE
742718109PGPROCTER AND GAMBLE CO COM$3.8M0.51%21,786CommonNONE
46625H100JPMJPMORGAN CHASE & CO. COM$3.8M0.51%17,852CommonNONE
92826C839VVISA INC$3.8M0.51%13,672CommonNONE
91324P102UNHUNITEDHEALTH GROUP$3.5M0.48%6,067CommonNONE
824348106SHWSHERWIN WILLIAMS CO COM$3.4M0.46%8,884CommonNONE
30231G102XOMEXXON MOBIL CORP COM$3.3M0.45%28,483CommonNONE
580135101MCDMCDONALDS CORP COM$3.3M0.45%10,863CommonNONE
00287Y109ABBVABBVIE INC COM$3.0M0.40%15,073CommonNONE
25434V401DFUSDIMENSIONAL U.S. EQUITY MARKET ETF$2.8M0.38%45,302CommonNONE
713448108PEPPEPSICO INC COM$2.7M0.37%15,937CommonNONE
437076102HDHOME DEPOT$2.6M0.36%6,467CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$2.6M0.35%14,972CommonNONE
57636Q104MAMASTERCARD INC$2.6M0.35%5,217CommonNONE
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363576109AJGGALLAGHER ARTHUR J &CO$2.4M0.32%8,428CommonNONE
64110L106NFLXNETFLIX COM INC$2.1M0.29%2,993CommonNONE
902494103TSNTYSON FOODS INC CL A$2.1M0.29%35,538CommonNONE
931142103WMTWALMART INC COM$2.1M0.28%25,403CommonNONE
670100205NVONOVO-NORDISK A/S ADR ADR CMN$2.0M0.27%16,711CommonNONE
478160104JNJJOHNSON & JOHNSON COM$2.0M0.27%12,269CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP$2.0M0.27%2,237CommonNONE
464287655IWMISHARES RUSSELL 2000 ETF$2.0M0.27%8,973CommonNONE
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56585A102MPCMARATHON PETE CORP$1.8M0.24%11,069CommonNONE
97717W703DWMWISDOMTREE INTERNATIONAL EQUITY FUND$1.8M0.24%31,231CommonNONE
68389X105ORCLORACLE CORPORATION$1.8M0.24%10,443CommonNONE
58933Y105MRKMERCK & CO INC$1.7M0.24%15,319CommonNONE
655663102NDSNNORDSON CORP$1.7M0.23%6,504CommonNONE
G1151C101ACNACCENTURE LTD BERMUDA CL A$1.6M0.22%4,612CommonNONE
G54950103LINLINDE PLC SHS$1.6M0.22%3,350CommonNONE
00724F101ADBEADOBE SYS INC$1.6M0.22%3,080CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC COM$1.6M0.21%2,517CommonNONE
046353108AZNNASTRAZENECA PLC- SPONS ADR$1.5M0.21%19,752CommonNONE
007903107AMDADVANCED MICRO DEVICES INC COM$1.5M0.21%9,329CommonNONE
060505104BACBANK AMERICA CORP COM$1.5M0.20%37,806CommonNONE
78409V104SPGIS&P GLOBAL INC COM$1.5M0.20%2,887CommonNONE
803054204SAPSAP AKTIENGESELLSCHAFT ADR$1.5M0.20%6,415CommonNONE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF$1.4M0.19%7,861CommonNONE
191216100KOCOCA COLA CO COM$1.4M0.19%19,210CommonNONE
461202103INTUINTUIT INC$1.4M0.19%2,217CommonNONE
33740F854DAUGFT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST$1.4M0.19%35,000CommonNONE
149123101CATCATERPILLAR INC COM$1.3M0.18%3,440CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC COM$1.3M0.18%5,866CommonNONE
743315103PGRPROGRESSIVE CORP COM$1.3M0.17%5,044CommonNONE
002824100ABTABBOTT LABS COM$1.3M0.17%11,189CommonNONE
20030N101CMCSACOMCAST CORP NEW CL A$1.3M0.17%30,448CommonNONE
46120E602ISRGINTUITIVE SURGICAL, INC.$1.3M0.17%2,563CommonNONE
79466L302CRMSALESFORCE COM$1.3M0.17%4,595CommonNONE
747525103QCOMQUALCOMM INC$1.2M0.17%7,348CommonNONE
302635206FSKFS KKR CAP CORP COM$1.2M0.17%62,500CommonNONE
45104G104IBNICICI BANK LTD ADR$1.2M0.16%40,248CommonNONE
459200101IBMINTL BUSINESS MACHINES$1.2M0.16%5,408CommonNONE
701094104PHPARKER-HANNIFIN CORP COM$1.2M0.16%1,885CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.2M0.16%9,673CommonNONE
548661107LOWLOWES COS INC COM$1.2M0.16%4,303CommonNONE
166764100CVXCHEVRON CORP NEW COM$1.2M0.16%7,877CommonNONE
20825C104COPCONOCOPHILLIPS COM$1.1M0.15%10,741CommonNONE
235851102DHRDANAHER CORP$1.1M0.15%4,067CommonNONE
G29183103ETNEATON CORP PLC SHS$1.1M0.15%3,381CommonNONE
91201T102UGAUNITED STATES GASOLINE FUND LP$1.1M0.15%19,000CommonNONE
025816109AXPAMERICAN EXPRESS CO COM$1.1M0.15%4,030CommonNONE
N3167Y103RACEFERRARI N V COM$1.1M0.15%2,299CommonNONE
90353T100UBERUBER TECHNOLOGIES INC COM$1.1M0.15%14,351CommonNONE
17275R102CSCOCISCO SYS INC$1.1M0.15%20,192CommonNONE
13646K108CPCANADIAN PAC RAILWAYLTD$1.0M0.14%12,240CommonNONE
75513E101RTXRTX CORPORATION COM$1.0M0.14%8,606CommonNONE
81762P102NOWSERVICE NOW INC$1.0M0.14%1,135CommonNONE
369604301GEGE AEROSPACE COM NEW$1.0M0.14%5,339CommonNONE
09290D101BLKBLACKROCK INC$996,9860.14%1,050CommonNONE
33740F714DJUNFT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE$955,6170.13%22,455CommonNONE
85208M102SFMSPROUTS FMRS MKT INC COM$944,5580.13%8,555CommonNONE
92343V104VZVERIZON COMMUNICATIONS$913,3930.12%20,338CommonNONE
038222105AMATAPPLIED MATLS INC COM$907,2530.12%4,490CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$891,2220.12%1,800CommonNONE
46090E103QQQPOWERSHARES QQQ TR$883,4070.12%1,810CommonNONE
00206R102TAT&T INC COM$880,1460.12%40,008CommonNONE
032654105ADIANALOG DEVICES INC COM$879,0310.12%3,819CommonNONE
872540109TJXTJX COS INC NEW COM$867,2100.12%7,378CommonNONE
031162100AMGNAMGEN INC$865,7810.12%2,687CommonNONE
98978V103ZTSZOETIS INC COM CL A$865,3320.12%4,429CommonNONE
717081103PFEPFIZER INC COM$863,3970.12%29,833CommonNONE
949746101WMT2WELLS FARGO CO NEW COM$856,0070.12%15,154CommonNONE
H1467J104CBCHUBB LIMITED COM$849,0200.12%2,944CommonNONE
74340W103PLDPROLOGIS SHARE BENEFICIAL INT$846,7070.12%6,705CommonNONE
33740F698DJULFT VEST U.S. EQUITY DEEP BUFFER ETF - JULY$839,0490.11%20,262CommonNONE
65339F101NEENEXTERA ENERGY INC COM$834,1420.11%9,868CommonNONE
91913Y100VLOVALERO ENERGY CORP$833,8630.11%6,175CommonNONE
539830109LMTLOCKHEED MARTIN CORP$798,5000.11%1,366CommonNONE
438516106HONHONEYWELL INTL INC$798,0680.11%3,861CommonNONE
45866F104ICEINTERCONTINENTALEXCHINTL$795,8110.11%4,954CommonNONE
780259305SHELROYAL DUTCH SHELL PLC-ADR$775,8870.11%11,765CommonNONE
882508104TXNTEXAS INSTRS INC COM$760,7970.10%3,683CommonNONE
718546104PSXPHILLIPS 66$758,4590.10%5,770CommonNONE
032095101APHAMPHENOL CORP CL A$748,6180.10%11,489CommonNONE
464287622IWBISHARES TR RUSSELL 1000 INDEX ETF$733,4720.10%2,333CommonNONE
907818108UNPUNION PAC CORP COM$731,3060.10%2,967CommonNONE
06738E204BCSBARCLAYS PLC ADR$726,4970.10%59,773CommonNONE
464288414MUBISHARES AMT-FREE MUNI BOND ETF$722,7150.10%6,653CommonNONE
842587107SOSOUTHERN CO COM$715,5780.10%7,935CommonNONE
97651M109WITWIPRO LTD SPON ADR 1 SH$712,1580.10%109,901CommonNONE
863667101SYKSTRYKER CORP$706,9790.10%1,957CommonNONE
872590104TMUST-MOBILE US INC COM$703,6940.10%3,410CommonNONE
70450Y103PYPLPAYPAL HLDGS INC COM$703,2060.10%9,012CommonNONE
256135203RDYDR REDDYS LABS LTD ADR$700,2720.10%8,814CommonNONE
09857L108BKNGBOOKING HOLDINGS INC COM$699,2120.09%166CommonNONE
911363109URIUNITED RENTALS INC$697,9870.09%862CommonNONE
942622200WSOWATSCO INC COM$696,0100.09%1,415CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING INC COM$692,3780.09%2,502CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$684,6410.09%11,882CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$683,3680.09%8,155CommonNONE
744320102PRUPRUDENTIAL FINL INC$668,2300.09%5,518CommonNONE
040413106ANETEURARISTA NETWORKS INC COM$664,3460.09%1,731CommonNONE
464288273SCZISHARES MSCI EAFE SMALL CAP ETF$654,9300.09%9,674CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP COM$652,9040.09%2,511CommonNONE
23331A109DHID R HORTON INC$652,4330.09%3,420CommonNONE
244199105DEDEERE & CO COM$647,9050.09%1,553CommonNONE
456788108INFYINFOSYS LTD SPONSORED ADR$647,4110.09%29,071CommonNONE
375558103GILDGILEAD SCIENCES INC$645,8100.09%7,703CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS INC$643,3590.09%612CommonNONE
291011104EMREMERSON ELEC CO COM$643,2050.09%5,881CommonNONE
87612E106TGTTARGET CORP COM$640,9060.09%4,112CommonNONE
78463V107GLDSPDR GOLD ETF$637,3030.09%2,622CommonNONE
824596100SHGSHINHAN FINL GROUP ADR F SPONSORED ADR$635,5500.09%14,998CommonNONE
384802104GWWGRAINGER W W INC COM$634,7100.09%611CommonNONE
055622104BPBP PLC SPONSORED ADR$632,3330.09%20,144CommonNONE
254687106DISDISNEY WALT CO COM$628,6030.09%6,535CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD SPONSORED ADS$619,6430.08%63,488CommonNONE
81369Y506XLEENERGY SELECT SECTOR SPDR$612,2290.08%6,973CommonNONE
59156R108METMETLIFE INC COM$598,1450.08%7,252CommonNONE
458140100INTCINTEL CORP COM$597,9220.08%25,487CommonNONE
835699307SONYSONY GROUP CORP SPONSORED ADR$595,1610.08%6,163CommonNONE
512807306LRCXLAM RESEARCH CORP$586,7840.08%719CommonNONE
910873405UMCUNITED MICROELECTRONICS CORPOR SPONSORED A$583,9100.08%69,348CommonNONE
33740F557QJUNFT VEST NASDAQ-100 BUFFER ETF - JUNE$579,6080.08%21,459CommonNONE
29444U700EQIXEQUINIX INC COM$579,1790.08%653CommonNONE
697435105PANWPALO ALTO NETWORKS INC COM$577,1290.08%1,689CommonNONE
893641100TDGTRANSDIGM GROUP INC COM DELAWARE$573,6340.08%402CommonNONE
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097023105BABOEING CO COM$563,0040.08%3,703CommonNONE
126408103CSXCSX CORP$560,2490.08%16,225CommonNONE
482480100KLACKLA-TENCOR CORP$557,5750.08%720CommonNONE
G0403H108AONAON CORP$553,2380.08%1,599CommonNONE
03524A108BUDANHEUSER BUSCH$552,8770.08%8,341CommonNONE
125523100CICIGNA CORP$550,1530.07%1,588CommonNONE
80105N105SNYSANOFI SA$549,6780.07%9,538CommonNONE
036752103ELVELEVANCE HEALTH INC COM$545,4800.07%1,049CommonNONE
064058100BKBANK NEW YORK MELLON CORP COM$542,2320.07%7,546CommonNONE
855244109SBUXSTARBUCKS CORP$540,9270.07%5,549CommonNONE
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94106L109WMWASTE MANAGEMENT INC$538,9300.07%2,596CommonNONE
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654106103NKENIKE INC CLASS B$519,7920.07%5,880CommonNONE
67103H107ORLYO REILLY AUTOMOTIVE INC$519,3720.07%451CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC COM$513,7850.07%2,229CommonNONE
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26614N102DDDUPONT DE NEMOURS INC COM$507,2140.07%5,692CommonNONE
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000868109ACNBA C N B CORP$496,2220.07%11,363CommonNONE
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767204100RIORIO TINTO PLC SPON ADR$486,5180.07%6,836CommonNONE
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74435K204PUKPRUDENTIAL CORP PLC ADRF SPONSORED ADR$338,0730.05%18,234CommonNONE
46266C105IQVIQVIA HLDGS INC COM$335,8810.05%1,418CommonNONE
G0772R208NTBBANK OF NT BUTTERFIELD&SON LTD SHS NEW$334,6120.05%9,073CommonNONE
231021106CMICUMMINS INC COM$334,5060.05%1,033CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC COM$334,2840.05%1,939CommonNONE
595112103MUMICRON TECHNOLOGY$334,0500.05%3,221CommonNONE
09260D107BXBLACKSTONE GROUP LP$333,2110.05%2,176CommonNONE
345370860FFORD MOTOR COMPANY$333,1390.05%31,543CommonNONE
466313103JBLJABIL CIRCUIT INC$332,9530.05%2,778CommonNONE
773903109ROKROCKWELL AUTOMATION INC COM$332,6220.05%1,239CommonNONE
464287309IVWISHARES S&P 500 GROWTH ETF$331,7740.05%3,465CommonNONE
372460105GPCGENUINE PARTS CO COM$331,1810.04%2,371CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$330,6220.04%794CommonNONE
12572Q105CMECHICAGO MERCANTILE HLDGS INC$330,0920.04%1,496CommonNONE
146869102CVNACARVANA CO CL A$329,4160.04%1,892CommonNONE
500472303PHGKONINKLIJKE PHILIPS N V NY REGIS SHS NEW$329,3680.04%10,066CommonNONE
615369105MCOMOODYS CORP$329,3610.04%694CommonNONE
227046109CROXCROCS INC$327,8500.04%2,264CommonNONE
806857108SLBSCHLUMBERGER LTD COM STK$323,3510.04%7,708CommonNONE
03027X100AMTAMERICAN TOWER CORP$322,0690.04%1,385CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD SPONSORED ADS$321,1190.04%3,026CommonNONE
626755102MUSAMURPHY USA INC$318,3940.04%646CommonNONE
456837103INGING GROEP NV ADR$317,7040.04%17,492CommonNONE
679580100ODFLOLD DOMINION FREIGHT LNS WITH STOCK SPLIT SHARES$317,4270.04%1,598CommonNONE
571903202MARMARRIOTT INTL INC$314,4790.04%1,265CommonNONE
670346105NUENUCOR CORP COM$314,2110.04%2,090CommonNONE
98138H101WDAYWORKDAY INC COM$313,8220.04%1,284CommonNONE
172967424CCITIGROUP INC$309,1960.04%4,941CommonNONE
031100100AMEAMETEK INC COM$306,3320.04%1,784CommonNONE
65535H208NMRNOMURA HLDGS INC SPON ADR$306,0960.04%58,639CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$305,8760.04%1,672CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A SHS$305,5290.04%829CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC COM$304,8250.04%2,971CommonNONE
H2906T109GRMNGARMIN LTD$303,4760.04%1,724CommonNONE
464288646IGSBISHARES 1-3 YR CREDIT BOND ETF$300,1620.04%5,700CommonNONE
969457100WMBWILLIAMS COS INC COM$300,1490.04%6,575CommonNONE
666807102NOCNORTHROP GRUMMAN CORP COM$299,9440.04%568CommonNONE
88579Y101MMM3M CO COM$299,9220.04%2,194CommonNONE
315616102FFIVF5 NETWORKS INC$298,8100.04%1,357CommonNONE
866796105SLFSUN LIFE FINANCIAL INC$298,3970.04%5,143CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$296,1190.04%2,518CommonNONE
14040H105COFCAPITAL ONE FINANCIAL CORP$295,8540.04%1,976CommonNONE
674599105OXYOCCIDENTAL PETE CORP COM$295,6420.04%5,736CommonNONE
G87052109TELTE CONNECTIVITY LTD$295,1850.04%1,955CommonNONE
G98196101W9N0WNS HLDGS LTD COM SHS$292,5410.04%5,550CommonNONE
12514G108CDWCDW CORP COM USD0.01$292,3800.04%1,292CommonNONE
03957W106AROCARCHROCK INC COM$291,0110.04%14,378CommonNONE
500631106KEPKOREA ELECTRIC POWERCORP ADR$290,0220.04%37,374CommonNONE
12504L109CBRECBRE GROUP INC A$288,5450.04%2,318CommonNONE
82509L107SHOPSHOPIFY INC CL A$287,6220.04%3,589CommonNONE
22822V101CCICROWN CASTLE INTL CORP$287,2030.04%2,421CommonNONE
464287648IWOISHARES RUSSELL 2000 GROWTH INDEX$286,8400.04%1,010CommonNONE
867224107SUSUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR$284,0990.04%7,695CommonNONE
852234103XYZBLOCK INC CL A$283,2210.04%4,219CommonNONE
464287689IWVISHARES TRUST RUSSELL 3000 INDEX FD$282,6210.04%865CommonNONE
892356106TSCOTRACTOR SUPPLY CO$282,4930.04%971CommonNONE
683344105ONTONANOMETRICS INC$282,0740.04%1,359CommonNONE
84265V105SCCOSOUTHERN PERU COPPER CORP$280,7310.04%2,427CommonNONE
929740108WABWABTEC$279,1990.04%1,536CommonNONE
34959E109FTNTFORTINET INC COM$278,6360.04%3,593CommonNONE
40434L105HPQHP INC COM$278,5600.04%7,767CommonNONE
253868103DLRDIGITAL REALTY TRUST INC$277,5380.04%1,715CommonNONE
G6683N103NUNU HLDGS LTD ORD SHS CL A$277,3680.04%20,320CommonNONE
92537N108VRTVERTIV HOLDINGS CO COM CL A$276,2840.04%2,777CommonNONE
269817102EICEAGLE POINT INCOME COMPANY INC COM$275,2610.04%17,076CommonNONE
009158106APDAIR PRODS & CHEMS INC COM$275,1120.04%924CommonNONE
655844108NSCNORFOLK SOUTHERN CRP$272,3560.04%1,096CommonNONE
03938L203MTARCELOR MITTAL - NY$271,8840.04%10,357CommonNONE
49714P108KNSLKINSALE CAP GROUP INC COM$270,4960.04%581CommonNONE
29977A105EVREVERCORE INC CLASS A$269,0590.04%1,062CommonNONE
04016X101ARGXARGENX SE SPONSORED ADR$268,3300.04%495CommonNONE
053332102AZOAUTOZONE INC NEV$267,7530.04%85CommonNONE
370334104GISGENERAL MLS INC COM$267,0550.04%3,616CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE CO COM$266,8690.04%13,045CommonNONE
88262P102TPLTEXAS PACIFIC LAND TRUST SUB SHARE CERTIFICATES$266,3070.04%301CommonNONE
828806109SPGSIMON PROPERTY GROUP INC$262,1500.04%1,551CommonNONE
929160109VMCVULCAN MATLS CO COM$260,4470.04%1,040CommonNONE
565849106MRO*MARATHON OIL CORP COM$260,3500.04%9,777CommonNONE
G0176J109ALLEALLEGION PLC$260,1460.04%1,785CommonNONE
56501R106MFCMANULIFE FINL CORP$259,4790.04%8,781CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD$259,4310.04%1,346CommonNONE
17133Q502CHTCHUNGHWA TELECOM LTD ADR$259,0450.04%6,530CommonNONE
754730109RJFRAYMOND JAMES FINL INC$258,5130.04%2,111CommonNONE
83001C108FUNCEDAR FAIR L P DEP UNIT$257,0880.03%6,378CommonNONE
464288513HYGISHARES IBOXX HIGH YIELD CORPORATE BOND ETF$255,9960.03%3,188CommonNONE
125896100CMSCMS ENERGY CORP COM$254,6210.03%3,605CommonNONE
89151E109TTENTOTAL SA ADR$254,1500.03%3,933CommonNONE
22266T109CPNGCOUPANG INC CL A$253,8960.03%10,342CommonNONE
89832Q109TFCTRUIST FINL CORP COM$253,5320.03%5,928CommonNONE
26875P101EOGEOG RESOURCES INC$252,9900.03%2,058CommonNONE
343412102FLRFLUOR CORP$252,9580.03%5,302CommonNONE
58506Q109MEDPMEDPACE HLDGS INC COM$252,3530.03%756CommonNONE
722304102PDDPDD HOLDINGS INC SPONSORED ADS$252,0950.03%1,870CommonNONE
45168D104IDXXIDEXX LABS INC$251,3470.03%498CommonNONE
M7S64H106MNDYMONDAY COM LTD SHS$250,5490.03%902CommonNONE
88034P109TMETENCENT MUSIC ENTMT GROUP SPON ADS$250,4710.03%20,786CommonNONE
573874104MRVLMARVELL TECHNOLOGY GROUP LTD$249,7520.03%3,463CommonNONE
974155103WINGWINGSTOP INC COM$249,6480.03%600CommonNONE
464285204IAUISHARES GOLD TRUST ETF$248,5000.03%5,000CommonNONE
89417E109TRVTRAVELERS COMPANIES INC COM$248,1910.03%1,060CommonNONE
745867101PHMPULTE GROUP INC COM$247,8650.03%1,727CommonNONE
36242H104XGDVXGABELLI DIV AND INC TR$247,0180.03%10,103CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$245,9800.03%457CommonNONE
33735B108FNXFIRST TRUST MID CAP CORE ALPHADEX FUND$245,6640.03%2,097CommonNONE
501044101KRKROGER CO COM$244,4360.03%4,267CommonNONE
08160H101BHEBENCHMARK ELECTRS INC$244,2920.03%5,512CommonNONE
136069101CMCANADIAN IMPERIAL BANK OF COMMERCE$242,9060.03%3,960CommonNONE
857477103STTSTATE STR CORP COM$242,3040.03%2,739CommonNONE
880770102TERTERADYNE INC COM$242,1450.03%1,808CommonNONE
33740U869YJUNFT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - JUNE$241,7040.03%10,564CommonNONE
546347105LPXLOUISIANA PACIFIC$241,6780.03%2,249CommonNONE
410120109HWCHANCOCK HLDG CO$241,6250.03%4,722CommonNONE
693718108PCARPACCAR INC COM$239,7920.03%2,430CommonNONE
92840R101NFJVIRTUS DIVIDEND INTEREST & PR COM$239,6750.03%18,380CommonNONE
29261A100EHCENCOMPASS HEALTH CORP COM$239,1840.03%2,475CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$239,0740.03%6,116CommonNONE
686330101IXORIX CORPORATION SPONS ADR SPONSORED ADR C$238,9470.03%2,059CommonNONE
11133T103BRBROADRIDGE FIN SOL$238,6830.03%1,110CommonNONE
377322102GKOSGLAUKOS CORP COM$238,4120.03%1,830CommonNONE
101121101BXPBOSTON PPTYS INC$238,2420.03%2,961CommonNONE
277432100EMNEASTMAN CHEMICAL CO$238,0140.03%2,126CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD SHS$237,0740.03%805CommonNONE
78410G104SBACSBA COMMUNICATIONS CP$236,8490.03%984CommonNONE
457669307INSMINSMED INC COM NEW$236,3740.03%3,238CommonNONE
760759100RSGREPUBLIC SERVICES INC$236,1880.03%1,176CommonNONE
01741R102ATIALLEGHENY TECH INC$235,7910.03%3,524CommonNONE
62944T105NVRNVR INC COM$235,4830.03%24CommonNONE
042744102AROWARROW FINL CORP COM$235,4710.03%8,216CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK$235,2070.03%2,506CommonNONE
21036P108STZCONSTELLATION BRANDS INC CL A$235,0130.03%912CommonNONE
94106B101WCNWASTE CONNECTIONS INC$234,4330.03%1,311CommonNONE
33734K109FEXFIRST TRUST LARGE CAP CORE ALPHADEX FUND$234,3800.03%2,250CommonNONE
37959E102GLGLOBE LIFE INC COM$233,5320.03%2,205CommonNONE
88031M109TSTENARIS SA SPONSORED ADR$233,2430.03%7,337CommonNONE
19247G107COHRII-VI INC$233,1220.03%2,622CommonNONE
69370C100PTCPTC INC COM$231,9670.03%1,284CommonNONE
682680103OKEONEOK INC NEW COM$231,5610.03%2,541CommonNONE
038336103ATRAPTARGROUP INC$231,3850.03%1,444CommonNONE
489398107KWKENNEDY-WILSON HOLDINGS INC COM$231,2770.03%20,930CommonNONE
26969P108EXPEAGLE MATERIALS INC$231,2710.03%804CommonNONE
68902V107OTISOTIS WORLDWIDE CORP COM$230,5390.03%2,218CommonNONE
443510607HUBBHUBBELL INC COM$230,0240.03%537CommonNONE
58733R102MELIMERCADOLIBRE INC$229,8580.03%112CommonNONE
35905A109FTDRFRONTDOOR INC COM$229,4880.03%4,782CommonNONE
912008109USFDUS FOODS HLDG CORP COM$228,9650.03%3,723CommonNONE
00326L100XAODXALPINE TOTAL DYNAMICDIVID FD COM SH BEN INT$228,4280.03%25,102CommonNONE
75737F108RDFNREDFIN CORP COM$226,8680.03%18,106CommonNONE
337932107FEFIRSTENERGY CORP$226,3180.03%5,103CommonNONE
31428X106FDXFEDEX CORP$225,9740.03%826CommonNONE
904767704UNILEVER PLC SPON ADR NEW$225,6110.03%3,473CommonNONE
78467X109DIASPDR DOW JONES INDUSTRIAL ETF$224,2540.03%530CommonNONE
874060205TAKTAKEDA PHARMA CO ADR XXX MANDATORY EXCHANGE$223,9000.03%15,736CommonNONE
92345Y106VRSKVERISK ANALYTICS INCCL A$222,9430.03%832CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC$222,8090.03%2,775CommonNONE
704326107PAYXPAYCHEX INC$222,2190.03%1,656CommonNONE
78440X887SLGSL GREEN REALTY CORP$222,0560.03%3,190CommonNONE
64110D104NTAPNETAPP INC$222,0320.03%1,798CommonNONE
55354G100MSCIMSCI INC COM$221,5000.03%380CommonNONE
008252108AMGAFFILIATED MANAGERS GROUP INC$220,4720.03%1,240CommonNONE
25179M103DVNDEVON ENERGY CORP$219,8900.03%5,621CommonNONE
194162103CLCOLGATE PALMOLIVE CO COM$219,8630.03%2,118CommonNONE
512816109LAMRLAMAR ADVERTISING CO A CLASS A$219,6370.03%1,644CommonNONE
830879102SKYWSKYWEST INC$219,5220.03%2,582CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW$219,2210.03%1,104CommonNONE
26884L109EQTEQT CORP COM$218,1550.03%5,954CommonNONE
G3643J108FLUTFLUTTER ENTMT PLC SHS$218,0600.03%919CommonNONE
759351604RGAREINSURANCE GROUP AMER INC$217,4230.03%998CommonNONE
103304101BYDBOYD GAMING CORP$217,1100.03%3,358CommonNONE
03073E105CORCENCORA INC COM$216,9770.03%964CommonNONE
11275Q1071939900DBROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A$216,4990.03%4,985CommonNONE
629377508NRGNRG ENERGY INC NEW$216,0990.03%2,372CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO COM$215,4400.03%4,165CommonNONE
278865100ECLECOLAB INC COM$213,4510.03%836CommonNONE
778296103ROSTROSS STORES INC$212,8210.03%1,414CommonNONE
98419M100XYLXYLEM INC$212,6720.03%1,575CommonNONE
464288158SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF$212,3800.03%2,000CommonNONE
33734Y109FYXFIRST TRUST SMALL CAP CORE ALPHADEX FUND$211,3020.03%2,123CommonNONE
254709108DFSEURDISCOVER FINANCIAL SERVICES LLC$211,1070.03%1,505CommonNONE
808524201SCHXSCHWAB U.S. LARGE-CAP ETF$210,7420.03%3,106CommonNONE
594972408MSTRMICROSTRATEGY INC CL A NEW$209,7380.03%1,244CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES INC COM$209,0730.03%937CommonNONE
922042858VWOVANGUARD FTSE EMERGING MARKETS ETF$209,0090.03%4,368CommonNONE
00846U101AAGILENT TECH INC$208,0200.03%1,401CommonNONE
14057J101CFFNCAPITOL FEDERAL FINANCIAL$206,9700.03%35,440CommonNONE
26603R106DUOLDUOLINGO INC CL A COM$206,4390.03%732CommonNONE
29275Y102ENSENERSYS COM$206,0390.03%2,019CommonNONE
829073105SSDSIMPSON MFG INC COM$205,0410.03%1,072CommonNONE
390607109GLDDGREAT LAKES DREDGE & DOCK CORPORATION$204,2930.03%19,401CommonNONE
94188P101WSBFWATERSTONE FINL INC MD COM$204,0510.03%13,881CommonNONE
900111204TKCTURKCELL ILETISIM HIZMETLERI SPON ADR NEW$203,2700.03%29,545CommonNONE
073685109BECNUSDBEACON ROOFING SUPPLY$203,1970.03%2,351CommonNONE
26441C204DUKDUKE ENERGY CORP NEW COM NEW$203,1590.03%1,762CommonNONE
78709Y105SAIASAIA INC COM$202,0140.03%462CommonNONE
344419106FMXFOMENTO ECONOMICO MEXICANO SA DE C.V. NEW SPONS ADR REPSTG UNIT 1 SER B SH$201,7630.03%2,044CommonNONE
15135B101CNCCENTENE CORP DEL$200,2270.03%2,660CommonNONE
19623P101CBANCOLONY BANKCORP INC COM$198,5010.03%12,790CommonNONE
18885T306CLPRCLIPPER RLTY INC COM$198,3090.03%34,791CommonNONE
48268K101KTKATY INDUSTRIES INC$194,8030.03%12,666CommonNONE
27616P103EASTERLY GOVT PPTYS INC COM$188,8030.03%13,903CommonNONE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$188,0540.03%24,744CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC COM$187,5570.03%12,759CommonNONE
68629Y103ONLORION OFFICE REIT INC COM$181,9440.02%45,486CommonNONE
126600105CVBFCVB FINANCIAL CP$179,3050.02%10,062CommonNONE
48716P108KRNYKEARNY FINANCIAL$178,1730.02%25,935CommonNONE
320734106FLICUSDFIRST LONG ISLAND CORP$176,6280.02%13,724CommonNONE
092508100BTZBLACKROCK CREDIT ALLOC INCOME TRUST$175,0430.02%15,518CommonNONE
00764C109AVKADVENT CLAYMORE CONVERTIBLE SECS & INC$171,7520.02%14,630CommonNONE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES CORP COM$170,2040.02%33,243CommonNONE
65340G205NXDTNEXPOINT CREDIT STRATEGIES FD COM$166,3750.02%26,620CommonNONE
003057106ACPAVENUE INCOME CREDIT STRATEGY COMMON$163,9180.02%24,761CommonNONE
G85158106STNESTONECO LTD COM CL A$163,4050.02%14,512CommonNONE
54975P102LUFAX HOLDING LTD SPONSORED ADR$160,5090.02%45,991CommonNONE
28414H103ELANELANCO ANIMAL HEALTH INC COM$158,6230.02%10,798CommonNONE
03676B102AMANTERO MIDSTREAM CORP COM$153,2990.02%10,186CommonNONE
67073D102XJQCXNUVEEN CREDIT STRATEGIES INCOME$147,5510.02%25,484CommonNONE
055298103BCBPBCB BANCORP INC COM$147,3890.02%11,944CommonNONE
562803106LOANMANHATTAN BRIDGE CAPITAL INC$147,3520.02%147,352CommonNONE
66987E206NGNOVAGOLD RESOURCES INC NEW$147,2680.02%35,919CommonNONE
12504G100IGRCBRA CLARION GLOBAL REAL ESTATE INCOME$143,2650.02%21,806CommonNONE
04013V108ACREARES COML REAL ESTATE CORP COM$140,1400.02%20,020CommonNONE
60687Y109MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR$136,6940.02%32,702CommonNONE
95766A101XEMDXSALOMON BROS EMERGING MKTS DEBT FUND$136,3810.02%13,397CommonNONE
98585N106YEXTYEXT INC COM$130,0890.02%18,799CommonNONE
151290889CXCEMEX SAB DE CV SPON ADR NEW$125,5690.02%20,585CommonNONE
67073B106JPCNUVEEN PREFERRED AND CONVERTIBLE INCOME FU$124,5440.02%15,433CommonNONE
45828L108IASINTEGRAL AD SCIENCE HLDNG CORP COM$124,4010.02%11,508CommonNONE
178587101CIOCITY OFFICE REIT INC COM$118,3010.02%20,257CommonNONE
746228303PCYOPURE CYCLE CORP COM NEW$117,9100.02%10,948CommonNONE
092501105XBOEXBLACKROCK GLOBAL OPPORTUNITIES EQUITYTR COM$116,0340.02%10,305CommonNONE
465562106ITUBBANCO ITAU HOLDING$115,8360.02%17,419CommonNONE
803866300SSLSASOL LTD SPONSORED ADR$114,2170.02%16,896CommonNONE
43538H103HLLYHOLLEY INC COM$113,4450.02%38,456CommonNONE

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.