Now live: Pro — the full 13F research suite for serious investorsSee pricing →
← Tracker

Institutional

Advisors Asset Management, Inc.

CIK 0001297376
$6.01B
Reported AUM
1,451
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Advisors Asset Management, Inc. · Q1 2026

AI · grounded in 13F

Advisors Asset Management, Inc. closed its position in XBXMX with a negative delta of $19.2M. The fund established a new position in AZN valued at $10.5M and accumulated shares of XSSPX by 2,062.4%. Additionally, the fund trimmed holdings in GOOGL by 6.9% and AAPL by 4.1%.

Portfolio · Q1 2026

GOOGLAMZNAAPLOther$4.25BAI

Top holdings· first 500 of 1451

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1GOOGLALPHABET INC$336.710.90%76.51%132.04%$160.0M2.66%HELD
2AMZNAMAZON COM INC$226.65-1.82%5.54%30.60%$155.4M2.59%HELD
3AAPLAPPLE INC$338.19-0.56%67.77%128.17%$133.3M2.22%HELD
4MSFTMICROSOFT CORP$390.54-0.71%-24.89%34.54%$101.7M1.69%HELD
5WMTWALMART INC$114.220.99%16.94%145.72%$93.2M1.55%HELD
6METAMETA PLATFORMS INC$585.61-1.31%-20.62%57.79%$86.9M1.44%HELD
7VZVERIZON COMMUNICATIONS INC$47.22-2.01%20.06%20.19%$60.2M1.00%HELD
8VVISA INC$368.730.58%9.62%67.02%$58.1M0.97%HELD
9MAMASTERCARD INCORPORATED$563.320.10%1.24%67.59%$56.5M0.94%HELD
10AVGOBROADCOM INC$370.32-2.78%31.81%734.42%$42.3M0.70%HELD
11MRKMERCK & CO INC$130.36-1.11%70.49%100.41%$42.0M0.70%HELD
12JNJJOHNSON & JOHNSON$265.53-0.45%64.28%77.25%$40.8M0.68%HELD
13SHOPSHOPIFY INC$129.17-0.85%8.91%-15.29%$40.3M0.67%HELD
14CVXCHEVRON CORPORATION$191.862.28%32.10%140.30%$39.8M0.66%HELD
15IBMINTERNATIONAL BUSINESS MACHS$226.44-0.49%-6.67%103.90%$38.4M0.64%HELD
16COSTCOSTCO WHOLESALE CORPORATION$974.030.77%2.82%125.57%$37.2M0.62%HELD
17GLWCORNING INC$124.05-1.56%102.10%250.88%$36.7M0.61%HELD
18AMGNAMGEN INC$387.64-1.39%36.39%102.46%$36.5M0.61%HELD
19TAT&T INC$23.94-2.92%-7.83%59.47%$36.3M0.60%HELD
20CSCOCISCO SYS INC$112.48-2.68%75.85%125.29%$35.7M0.59%HELD
21UPSUNITED PARCEL SVCS INC$104.56-0.92%32.25%-33.36%$34.1M0.57%HELD
22TXNTEXAS INSTRS INC$271.30-2.08%53.11%62.90%$33.1M0.55%HELD
23TMUST-MOBILE US INC$181.52-0.48%-22.03%38.53%$31.1M0.52%HELD
24AXPAMERICAN EXPRESS CO$331.50-1.52%13.86%112.26%$30.9M0.51%HELD
25KOCOCA COLA CO$89.080.92%35.46%86.77%$28.9M0.48%HELD
26NVDANVIDIA CORPORATION$190.01-3.55%13.56%782.99%$28.7M0.48%HELD
27HDHOME DEPOT INC$338.27-1.80%-7.06%17.45%$28.4M0.47%HELD
28KYNKAYNE ANDERSON ENERGY INFRST$14.33-0.21%25.24%180.53%$27.4M0.46%HELD
29GEVGE VERNOVA INC$900.28-4.57%44.02%516.33%$27.0M0.45%HELD
30LMTLOCKHEED MARTIN CORP$569.20-2.08%38.85%79.73%$26.0M0.43%HELD
31PFEPFIZER INC$25.15-0.40%$24.7M0.41%HELD
32QUREQUANTA SVCS INC$40.079.30%$24.6M0.41%HELD
33GSGOLDMAN SACHS GROUP INC$980.75-5.09%$24.5M0.41%HELD
34PGPROCTER & GAMBLE CO$146.10-1.87%$24.3M0.40%HELD
35FDXFEDEX CORP$308.61-1.29%$24.2M0.40%HELD
36PHPARKER-HANNIFIN CORP$951.07-4.03%$24.2M0.40%HELD
37CMICUMMINS INC$606.00-5.55%$23.8M0.40%HELD
38CMCSACOMCAST CORP NEW$24.611.74%$23.4M0.39%HELD
39CLSCELESTICA INC$328.43-6.22%$23.3M0.39%HELD
40NEENEXTERA ENERGY INC$88.46-0.92%$22.6M0.38%HELD
41JPMJPMORGAN CHASE & CO$344.71-3.53%$22.5M0.37%HELD
42APHAMPHENOL CORP$150.314.49%$22.4M0.37%HELD
43MUMICRON TECHNOLOGY INC$739.00-9.94%$21.8M0.36%HELD
44GILDGILEAD SCIENCES INC$132.73-1.18%$21.6M0.36%HELD
45TYGTORTOISE ENERGY INFRSTRCTR C$42.65-1.57%$21.1M0.35%HELD
46MUCBLACKROCK MUNIHLDNGS CALI$10.67-0.09%$20.7M0.34%HELD
47LLYELI LILLY & CO$1210.02-0.87%$20.6M0.34%HELD
48PLTRPALANTIR TECHNOLOGIES INC$123.00-0.43%$20.5M0.34%HELD
49RTXRTX CORPORATION$215.25-1.52%$19.7M0.33%HELD
50NACNUVEEN CA DIVI ADV MUN$11.78-0.34%$19.2M0.32%HELD
51XSSPXNUVEEN S&P 500 DYNAMIC OVERW$20.09-1.37%$19.2M0.32%HELD
52ABBVABBVIE INC$263.300.04%$19.0M0.32%HELD
53AMTAMERICAN TOWER CORP$179.264.52%$18.6M0.31%HELD
54EMEEMCOR GROUP INC$672.48-4.72%$18.5M0.31%HELD
55PANWPALO ALTO NETWORKS INC$314.15-1.52%$18.4M0.31%HELD
56LRCXLAM RESEARCH CORP$252.35-6.40%$18.2M0.30%HELD
57XGDVXGABELLI DIVID & INCOME TR$33.14-1.43%$18.0M0.30%HELD
58ORCLORACLE CORP$117.74-1.85%$17.4M0.29%HELD
59DOWDOW HLDGS INC$30.455.55%$17.2M0.29%HELD
60HWMHOWMET AEROSPACE INC$272.79-4.63%$17.1M0.28%HELD
61MOALTRIA GROUP INC$74.920.13%$16.7M0.28%HELD
62UNHUNITEDHEALTH GROUP INC$420.57-1.92%$16.6M0.28%HELD
63CCICROWN CASTLE INC$79.094.41%$16.5M0.27%HELD
64UBERUBER TECHNOLOGIES INC$71.200.65%$16.3M0.27%HELD
65XNIEXVIRTUS EQUITY & CONV INCM FD$28.780.00%$15.9M0.26%HELD
66DPGDUFF & PHELPS UTLITY AND INF$14.56-1.56%$15.7M0.26%HELD
67VLOVALERO ENERGY CORP$301.320.82%$15.6M0.26%HELD
68TJXTJX COS INC NEW$161.630.52%$15.6M0.26%HELD
69MSIMOTOROLA SOLUTIONS INC$434.20-1.39%$15.4M0.26%HELD
70MTZMASTEC INC$287.42-8.01%$15.3M0.26%HELD
71NY4BCLEARWAY ENERGY INC$15.2M0.25%HELD
72ITWILLINOIS TOOL WKS INC$292.45-0.92%$15.1M0.25%HELD
73GEGE AEROSPACE$350.63-3.56%$15.0M0.25%HELD
74ATIATI INC$177.92-4.85%$14.9M0.25%HELD
75NCZVIRTUS CONVERTIBLE & INC FD$14.89-0.73%$14.7M0.24%HELD
76VNOMVIPER ENERGY INC$43.182.71%$14.4M0.24%HELD
77EODALLSPRING GLOBAL DIVIDEND OP$6.34-0.63%$14.3M0.24%HELD
78DELLDELL TECHNOLOGIES INC$369.64-5.73%$14.2M0.24%HELD
79BMYBRISTOL-MYERS SQUIBB CO$63.10-0.79%$14.2M0.24%HELD
80MSMORGAN STANLEY$203.13-3.99%$14.0M0.23%HELD
81MHDBLACKROCK MUNIHOLDINGS FD IN$11.540.35%$13.9M0.23%HELD
82PEPPEPSICO INC$143.500.45%$13.8M0.23%HELD
83ACNACCENTURE PLC IRELAND$173.175.17%$13.7M0.23%HELD
84OKEONEOK INC NEW$90.001.35%$13.6M0.23%HELD
85TPCTUTOR PERINI CORP$76.68-6.46%$13.4M0.22%HELD
86VTRSVIATRIS INC$17.82-0.22%$13.3M0.22%HELD
87CWCURTISS WRIGHT CORP$679.41-6.78%$13.1M0.22%HELD
88EMOCLEARBRIDGE ENERGY MIDSTREAM$50.43-0.69%$12.9M0.22%HELD
89VCVINVESCO CALIF VALUE MUN INCO$10.53-0.57%$12.9M0.21%HELD
90EIXEDISON INTL$78.63-1.45%$12.8M0.21%HELD
91XNCMXNUVEEN CALIF AMT FREE MUNI I$11.79-0.17%$12.8M0.21%HELD
92XBOEXBLACKROCK ENHANCED GLOBAL$12.84-1.08%$12.7M0.21%HELD
93KMIKINDER MORGAN INC DEL$31.850.76%$12.7M0.21%HELD
94ANETARISTA NETWORKS INC$157.97-6.92%$12.7M0.21%HELD
95KNTKKINETIK HOLDINGS INC$50.602.45%$12.6M0.21%HELD
96TBLDTHORNBURG INCM BUILDER OPP T$21.60-0.83%$12.5M0.21%HELD
97STRLSTERLING INFRASTRUCTURE INC$494.24-8.15%$12.5M0.21%HELD
98MLMMARTIN MARIETTA MATLS INC$569.66-2.40%$12.4M0.21%HELD
99APDAIR PRODUCTS AND CHEMICALS I$294.270.48%$12.3M0.21%HELD
100ENBENBRIDGE INC$55.14-0.20%$12.3M0.20%HELD
101TSMTAIWAN SEMICONDUCTOR MANUFAC$12.2M0.20%HELD
102GUGGUGGENHEIM ACTIVE ALLOC FD$12.2M0.20%HELD
103GVAGRANITE CONSTR INC$12.2M0.20%HELD
104BKBANK NEW YORK MELLON CORP$12.1M0.20%HELD
105WMWASTE MGMT INC DEL$12.1M0.20%HELD
106UNPUNION PAC CORP$11.8M0.20%HELD
107BLKBLACKROCK INC$11.8M0.20%HELD
108JFRNUVEEN FLOATING RATE INCOME$11.7M0.19%HELD
109ROKROCKWELL AUTOMATION INC$11.6M0.19%HELD
110BKEBUCKLE INC$11.6M0.19%HELD
111XEXGXEATON VANCE TAX-MANAGED GLOB$11.5M0.19%HELD
112ELVELEVANCE HEALTH INC FORMERLY$11.4M0.19%HELD
113CHWCALAMOS GBL DYN INCOME FUND$11.4M0.19%HELD
114CRSCARPENTER TECHNOLOGY CORP$11.4M0.19%HELD
115DDOMINION ENERGY INC$11.4M0.19%HELD
116GDGENERAL DYNAMICS CORP$11.3M0.19%HELD
117NFLXNETFLIX INC.$11.3M0.19%HELD
118FIXCOMFORT SYS USA INC$11.3M0.19%HELD
119LITELUMENTUM HLDGS INC$11.2M0.19%HELD
120AGNCAGNC INVT CORP$11.1M0.19%HELD
121HPQHP INC$11.1M0.19%HELD
122CSQCALAMOS STRATEGIC TOTAL RETU$11.1M0.18%HELD
123AVAAVISTA CORP$11.1M0.18%HELD
124XYZBLOCK INC$11.1M0.18%HELD
125GEF/BGREIF INC$11.0M0.18%HELD
126NEMNEWMONT CORP$11.0M0.18%HELD
127ROADCONSTRUCTION PARTNERS INC$11.0M0.18%HELD
128CHRDCHORD ENERGY CORPORATION$10.9M0.18%HELD
129AESAES CORP$10.9M0.18%HELD
130NFJVIRTUS DIVIDEND INTEREST & P$10.9M0.18%HELD
131WELLWELLTOWER INC$10.9M0.18%HELD
132VRTXVERTEX PHARMACEUTICALS INC$10.9M0.18%HELD
133PSXPHILLIPS 66$10.8M0.18%HELD
134BEBLOOM ENERGY CORP$10.7M0.18%HELD
135MCHPMICROCHIP TECHNOLOGY INC.$10.6M0.18%HELD
136PRIMPRIMORIS SVCS CORP$10.6M0.18%HELD
137DASHDOORDASH INC$10.6M0.18%HELD
138ESEESCO TECHNOLOGIES INC$10.5M0.17%HELD
139VMCVULCAN MATLS CO$10.5M0.17%HELD
140AZNASTRAZENECA PLC$10.5M0.17%HELD
141SIRISIRIUSXM HOLDINGS INC$10.5M0.17%HELD
142XPCQXPIMCO CALIF MUN INCOME FD$10.4M0.17%HELD
143XJQCXNUVEEN CR STRATEGIES INCOME$10.4M0.17%HELD
144DYDYCOM INDS INC$10.4M0.17%HELD
145MYIBLACKROCK MUNIYIELD QUALITY$10.3M0.17%HELD
146MCDMCDONALDS CORP$10.3M0.17%HELD
147HQHABRDN HEALTHCARE INVESTORS$10.3M0.17%HELD
148HPEHEWLETT PACKARD ENTERPRISE C$10.2M0.17%HELD
149CXCEMEX SA EURO MTN BE 144A$10.1M0.17%HELD
150WMBWILLIAMS COS INC$10.0M0.17%HELD
151WESWESTERN MIDSTREAM PARTNERS L$10.0M0.17%HELD
152SYKSTRYKER CORPORATION$10.0M0.17%HELD
153NOWSERVICENOW INC$9.8M0.16%HELD
154OSKOSHKOSH CORP$9.8M0.16%HELD
155CIIBLACKROCK ENHANCED LARGE CAP$9.8M0.16%HELD
156ARRARMOUR RESIDENTIAL REIT INC$9.8M0.16%HELD
157ISRGINTUITIVE SURGICAL INC$9.8M0.16%HELD
158DINOHF SINCLAIR CORP$9.8M0.16%HELD
159CHTRCHARTER COMMUNICATIONS INC$9.8M0.16%HELD
160PAAPLAINS ALL AMERN PIPELINE L$9.7M0.16%HELD
161HONHONEYWELL INTL INC$9.7M0.16%HELD
162EPDENTERPRISE PRODS PARTNERS L$9.7M0.16%HELD
163VMIVALMONT INDS INC$9.6M0.16%HELD
164XOMEXXON MOBIL CORP$9.6M0.16%HELD
165BGBBLACKSTONE STRATEGIC CRED 20$9.4M0.16%HELD
166SWKSSKYWORKS SOLUTIONS INC$9.3M0.16%HELD
167ETENERGY TRANSFER L P$9.3M0.16%HELD
168MPLXMPLX LP$9.3M0.16%HELD
169AMATAPPLIED MATLS INC$9.3M0.15%HELD
170ENFRALPS ETF TR$9.3M0.15%HELD
171NCANUVEEN CALIFORNIA MUNI VLU F$9.2M0.15%HELD
172NMLNEUBERGER ENGY INFRSTR & INC$9.2M0.15%HELD
173URIUNITED RENTALS INC$9.2M0.15%HELD
174USLMUNITED STS LIME & MINERALS I$9.1M0.15%HELD
175SPGIS&P GLOBAL INC$9.1M0.15%HELD
176ATROASTRONICS CORP$9.0M0.15%HELD
177MLPXGLOBAL X FDS$9.0M0.15%HELD
178CRHCRH PLC$9.0M0.15%HELD
179NCVVIRTUS CONVERTIBLE & INCOME$8.9M0.15%HELD
180TWOTWO HARBORS INVENTMENT CORPO$8.8M0.15%HELD
181ECATBLACKROCK ESG CAP ALLC TERM$8.8M0.15%HELD
182MYRGMYR GROUP INC$8.7M0.15%HELD
183ADXADAMS DIVERSIFIED EQUITY FD$8.7M0.15%HELD
184QCOMQUALCOMM INC$8.7M0.14%HELD
185KHCKRAFT HEINZ CO$8.7M0.14%HELD
186PMPHILIP MORRIS INTL INC$8.6M0.14%HELD
187CCITIGROUP INC$8.6M0.14%HELD
188CATCATERPILLAR INC$8.6M0.14%HELD
189JJACOBS SOLUTIONS INC$8.6M0.14%HELD
190NVGNUVEEN AMT FREE MUN CR INC F$8.5M0.14%HELD
191NZFNUVEEN MUN CR INCOME FD$8.4M0.14%HELD
192DLRDIGITAL RLTY TR INC$8.3M0.14%HELD
193TSCOTRACTOR SUPPLY CO$8.2M0.14%HELD
194ROLROLLINS INC$8.2M0.14%HELD
195PAYXPAYCHEX INC$8.2M0.14%HELD
196PCARPACCAR INC$8.2M0.14%HELD
197MDTMEDTRONIC PLC$8.2M0.14%HELD
198ETNEATON CORP PLC$8.2M0.14%HELD
199PYPLPAYPAL HLDGS INC$8.2M0.14%HELD
200BRBROADRIDGE FINL SOLUTIONS IN$8.2M0.14%HELD
201CAGCONAGRA BRANDS INC$8.1M0.14%HELD
202HUNHUNTSMAN CORP$8.1M0.13%HELD
203KLACKLA CORP$8.0M0.13%HELD
204MLPAGLOBAL X FDS$8.0M0.13%HELD
205AMLPALPS ETF TR$8.0M0.13%HELD
206TGTTARGET CORP$8.0M0.13%HELD
207GRMNGARMIN LTD$7.9M0.13%HELD
208ARCCARES CAPITAL CORP$7.9M0.13%HELD
209ABRARBOR REALTY TRUST INC$7.9M0.13%HELD
210AMZAETFIS SER TR I$7.9M0.13%HELD
211AMDADVANCED MICRO DEVICES INC$7.7M0.13%HELD
212MOG/AMOOG INC$7.7M0.13%HELD
213LOWLOWES COS INC$7.7M0.13%HELD
214AVKADVENT CONV & INCOME FD$7.7M0.13%HELD
215NTRNUTRIEN LTD$7.6M0.13%HELD
216ASTEASTEC INDS INC$7.6M0.13%HELD
217GAMGENERAL AMERN INVS CO INC$7.6M0.13%HELD
218PDXPIMCO DYNAMIC INCOME STRATEG$7.5M0.12%HELD
219ETWEATON VANCE TAX-MANAGED GLOB$7.5M0.12%HELD
220IGAVOYA GLBL ADV & PREM OPP FD$7.4M0.12%HELD
221NBHNEUBERGER MUN FD INC$7.4M0.12%HELD
222FLOFLOWERS FOODS INC$7.4M0.12%HELD
223AFBALLIANCEBERNSTEIN NATL MUN I$7.4M0.12%HELD
224EIMEATON VANCE MUN BD FD$7.3M0.12%HELD
225OHIOMEGA HEALTHCARE INVS INC$7.2M0.12%HELD
226CRMSALESFORCE INC$7.2M0.12%HELD
227RKLBROCKET LAB CORP$7.2M0.12%HELD
228GHYPGIM GLOBAL HIGH YIELD FD FO$7.2M0.12%HELD
229LEOBNY MELLON STRATEGIC MUNS IN$7.2M0.12%HELD
230TMOTHERMO FISHER SCIENTIFIC INC$7.2M0.12%HELD
231HEIHEICO CORP NEW$7.2M0.12%HELD
232PMOPUTNAM MUN OPPORTUNITIES TR$7.1M0.12%HELD
233MMUWESTERN ASSET MANAGED MUNS F$7.1M0.12%HELD
234CALMCAL MAINE FOODS INC$7.0M0.12%HELD
235VMOINVESCO MUN OPPORTUNIT TR$7.0M0.12%HELD
236NPFDNUVEEN VRIABL RAT PFD & INM$7.0M0.12%HELD
237DXDYNEX CAP INC$7.0M0.12%HELD
238WHRWHIRLPOOL CORP$6.9M0.11%HELD
239SOSOUTHERN CO$6.9M0.11%HELD
240MFMMFS MUN INCOME TR$6.9M0.11%HELD
241ADPAUTOMATIC DATA PROCESSING IN$6.8M0.11%HELD
242GOOGALPHABET INC$6.8M0.11%HELD
243XRAYDENTSPLY SIRONA INC$6.8M0.11%HELD
244SDHYPGIM SHORT DUR HIG YLD OPP F$6.7M0.11%HELD
245FCTFIRST TR SR FLTG RATE INCOME$6.7M0.11%HELD
246PGRPROGRESSIVE CORP$6.7M0.11%HELD
247RLTYCOHEN & STEERS REAL ESTATE O$6.7M0.11%HELD
248HASHASBRO INC$6.6M0.11%HELD
249LHXL3HARRIS TECHNOLOGIES INC$6.6M0.11%HELD
250TDGTRANSDIGM GROUP INC$6.6M0.11%HELD
251XEVTXEATON VANCE TAX ADVT DIV INC$6.6M0.11%HELD
252WWDWOODWARD INC$6.5M0.11%HELD
253XAODXABRDN TOTAL DYNAMIC DIVIDEND$6.5M0.11%HELD
254GWWWW GRAINGER INC$6.5M0.11%HELD
255FASTFASTENAL CO$6.5M0.11%HELD
256ETRENTERGY CORP NEW$6.5M0.11%HELD
257RSGREPUBLIC SVCS INC$6.5M0.11%HELD
258QQQXNUVEEN NASDAQ 100 DYNAMIC OV$6.5M0.11%HELD
259RHIROBERT HALF INC.$6.5M0.11%HELD
260ACVVIRTUS DIVERSIFIED INCM & CO$6.5M0.11%HELD
261NOGNORTHERN OIL & GAS INC$6.5M0.11%HELD
262DUKDUKE ENERGY CORP NEW$6.4M0.11%HELD
263TRPTC ENERGY CORP$6.4M0.11%HELD
264DDSDILLARDS INC$6.4M0.11%HELD
265ASMLASML HLDG NV$6.4M0.11%HELD
266OSISOSI SYSTEMS INC$6.3M0.11%HELD
267SCCOSOUTHERN COPPER CORP$6.3M0.11%HELD
268TEXTEREX CORP NEW$6.3M0.10%HELD
269EMNEASTMAN CHEM CO$6.2M0.10%HELD
270BKRBAKER HUGHES COMPANY$6.2M0.10%HELD
271TROWPRICE T ROWE GROUP INC$6.1M0.10%HELD
272FTFFRANKLIN LTD DURATION INCOME$6.1M0.10%HELD
273WENWENDYS CO$6.1M0.10%HELD
274HESMHESS MIDSTREAM LP$6.1M0.10%HELD
275VRTVERTIV HOLDINGS CO$6.1M0.10%HELD
276CORCENCORA INC$6.0M0.10%HELD
277DCODUCOMMUN INC DEL$6.0M0.10%HELD
278HSYHERSHEY CO$6.0M0.10%HELD
279EQIXEQUINIX INC$6.0M0.10%HELD
280TSLATESLA INC$6.0M0.10%HELD
281SWKSTANLEY BLACK & DECKER INC$6.0M0.10%HELD
282XEFRXEATON VANCE SR FLTNG RTE TR$5.9M0.10%HELD
283ACAARCOSA INC$5.9M0.10%HELD
284RIORIO TINTO PLC$5.9M0.10%HELD
285HIIHUNTINGTON INGALLS INDS INC$5.9M0.10%HELD
286TTETOTALENERGIES SE$5.9M0.10%HELD
287MAINMAIN STR CAP CORP$5.9M0.10%HELD
288EFTEATON VANCE FLOATING RATE IN$5.9M0.10%HELD
289FTFRANKLIN UNVL TR$5.8M0.10%HELD
290CLCOLGATE PALMOLIVE CO$5.8M0.10%HELD
291MDUMDU RES GROUP INC$5.8M0.10%HELD
292MCKMCKESSON CORP$5.8M0.10%HELD
293EXPEAGLE MATLS INC$5.7M0.10%HELD
294CVSCVS HEALTH CORP$5.7M0.10%HELD
295PMLPIMCO MUN INCOME FD II$5.7M0.09%HELD
296NADNUVEEN QUALITY MUNCP INCOME$5.7M0.09%HELD
297VKIINVESCO ADVANTAGE MUN INCOME$5.6M0.09%HELD
298ECGEVERUS CONSTR GROUP$5.6M0.09%HELD
299CHDCHURCH & DWIGHT CO INC$5.6M0.09%HELD
300BABOEING CO$5.6M0.09%HELD
301HXLHEXCEL CORP NEW$5.5M0.09%HELD
302FLRFLUOR CORP$5.5M0.09%HELD
303TDYTELEDYNE TECHNOLOGIES INC$5.5M0.09%HELD
304AVTAVNET INC$5.5M0.09%HELD
305EXCEXELON CORP$5.4M0.09%HELD
306NFGNATIONAL FUEL GAS CO$5.4M0.09%HELD
307DEDEERE & CO$5.4M0.09%HELD
308FTNTFORTINET INC$5.4M0.09%HELD
309OBDCBLUE OWL CAPITAL CORPORATION$5.4M0.09%HELD
310RVTROYCE SMALL CAP TRUST INC$5.3M0.09%HELD
311NOCNORTHROP GRUMMAN CORP$5.3M0.09%HELD
312MRSHMARSH & MCLENNAN COS INC$5.3M0.09%HELD
313VSTVISTRA CORP$5.3M0.09%HELD
314PRPERMIAN RESOURCES CORP$5.3M0.09%HELD
315KTOSKRATOS DEFENSE & SEC SOLUTIO$5.2M0.09%HELD
316UTHRUNITED THERAPEUTICS CORP DEL$5.2M0.09%HELD
317CFCF INDUSTRIES HOLD$5.2M0.09%HELD
318PMMPUTNAM MANAGED MUN INCOME TR$5.2M0.09%HELD
319INTUINTUIT$5.2M0.09%HELD
320ESLTELBIT SYS LTD$5.1M0.09%HELD
321IRMIRON MTN INC DEL$5.1M0.09%HELD
322LYBLYONDELLBASELL INDUSTRIES NV$5.1M0.08%HELD
323BCATBLACKROCK CAP ALLOCATION TER$5.1M0.08%HELD
324STNSTANTEC INC$5.1M0.08%HELD
325MSCIMSCI INC$5.1M0.08%HELD
326JPCNUVEEN PFD & INCOME OPPORTUN$5.0M0.08%HELD
327MUABLACKROCK MUNIASSETS FD INC$5.0M0.08%HELD
328CCCHEMOURS CO$5.0M0.08%HELD
329SONSONOCO PRODS CO$5.0M0.08%HELD
330BACBANK AMERICA CORP$5.0M0.08%HELD
331WMT2WELLS FARGO & CO$5.0M0.08%HELD
332NKENIKE INC$4.9M0.08%HELD
333GSKGSK PLC$4.9M0.08%HELD
334JRSNUVEEN REAL ESTATE INCOME FD$4.9M0.08%HELD
335ALLALLSTATE CORP$4.9M0.08%HELD
336FANGDIAMONDBACK ENERGY INC$4.9M0.08%HELD
337ORCORCHID IS CAP INC$4.9M0.08%HELD
338MANMANPOWERGROUP INC WIS$4.9M0.08%HELD
339TRINTRINITY CAP INC$4.8M0.08%HELD
340GBDCGOLUB CAP BDC INC$4.8M0.08%HELD
341AVYAVERY DENNISON CORP$4.8M0.08%HELD
342UPBDUPBOUND GROUP INC$4.8M0.08%HELD
343BXBLACKSTONE INC$4.8M0.08%HELD
344BTXBLACKROCK TECH AND PRIVATE E$4.7M0.08%HELD
345HRIHERC HLDGS INC$4.7M0.08%HELD
346PBRPETROLEO BRASILEIRO S A$4.6M0.08%HELD
347CTVACORTEVA INC$4.6M0.08%HELD
348AIOVIRTUS ARTIFICIAL INTELLIGEN$4.6M0.08%HELD
349FFORD MTR CO$4.6M0.08%HELD
350HTGCHERCULES CAPITAL INC$4.5M0.08%HELD
351SPXCSPX TECHNOLOGIES INC$4.5M0.08%HELD
352ACMAECOM$4.5M0.08%HELD
353ECFELLSWORTH GROWTH & INCOME FD$4.5M0.08%HELD
354PSAPUBLIC STORAGE OPER CO$4.5M0.08%HELD
355FINSANGEL OAK FINL STRATEGIES IN$4.5M0.08%HELD
356PORPORTLAND GEN ELEC CO$4.5M0.07%HELD
357BXSLBLACKSTONE SECD LENDING FD$4.5M0.07%HELD
358ADMARCHER DANIELS MIDLAND CO$4.5M0.07%HELD
359KMBKIMBERLY-CLARK CORP$4.5M0.07%HELD
360EOGEOG RES INC$4.5M0.07%HELD
361BCCBOISE CASCADE CO DEL$4.5M0.07%HELD
362ESEVERSOURCE ENERGY$4.4M0.07%HELD
363STTSTATE STR CORP$4.4M0.07%HELD
364CPRXCATALYST PHARMACEUTICALS INC$4.4M0.07%HELD
365METMETLIFE INC$4.4M0.07%HELD
366AXONAXON ENTERPRISE INC$4.4M0.07%HELD
367TRGPTARGA RES CORP$4.4M0.07%HELD
368BGTBLACKROCK FLOATING RATE INC$4.4M0.07%HELD
369TTEKTETRA TECH INC NEW$4.3M0.07%HELD
370VVRINVESCO SR INCOME TR$4.3M0.07%HELD
371MSMMSC INDL DIRECT INC$4.3M0.07%HELD
372PLDPROLOGIS INC.$4.3M0.07%HELD
373GISGENERAL MILLS INC$4.2M0.07%HELD
374VALEVALE S A$4.2M0.07%HELD
375AESIATLAS ENERGY SOLUTIONS INC$4.2M0.07%HELD
376HPHELMERICH & PAYNE INC$4.2M0.07%HELD
377GELGENESIS ENERGY L P$4.2M0.07%HELD
378CBOECBOE GLOBAL MKTS INC$4.1M0.07%HELD
379KNFKNIFE RIVER CORP$4.1M0.07%HELD
380MMTMFS MULTIMARKET INCOME TR$4.1M0.07%HELD
381AKAMAKAMAI TECHNOLOGIES INC$4.1M0.07%HELD
382TSLXSIXTH STREET SPECIALTY LENDI$4.0M0.07%HELD
383NUENUCOR CORP$4.0M0.07%HELD
384NLYANNALY CAPITAL MANAGEMENT IN$4.0M0.07%HELD
385TLNTALEN ENERGY CORP$4.0M0.07%HELD
386GNLGLOBAL NET LEASE INC$4.0M0.07%HELD
387ANDEANDERSONS INC$4.0M0.07%HELD
388MMM3M CO$4.0M0.07%HELD
389FSCOFS CREDIT OPPORTUNITIES CORP$4.0M0.07%HELD
390UGIUGI CORP NEW$4.0M0.07%HELD
391OPPRIVERNORTH DOUBLELINE STRATE$4.0M0.07%HELD
392ETJEATON VANCE RISK-MANAGED DIV$4.0M0.07%HELD
393ARDCARES DYNAMIC CR ALLOCATION F$3.9M0.07%HELD
394FLCFLAHERTY & CRUMRINE TOTAL RE$3.9M0.07%HELD
395EGPEASTGROUP PPTYS INC$3.9M0.07%HELD
396AEPAMERICAN ELEC PWR CO INC$3.8M0.06%HELD
397SYMSYMBOTIC INC$3.8M0.06%HELD
398ECLECOLAB INC$3.8M0.06%HELD
399HIGHARTFORD INSURANCE GROUP INC$3.8M0.06%HELD
400UVVUNIVERSAL CORP VA MTNS BK EN$3.8M0.06%HELD
401COPCONOCOPHILLIPS$3.8M0.06%HELD
402SANBANCO SANTANDER SA$3.8M0.06%HELD
403XIGDXVOYA GLBL EQTY DIV & PREM OP$3.8M0.06%HELD
404ALGTALLEGIANT TRAVEL CO$3.8M0.06%HELD
405OXYOCCIDENTAL PETE CORP$3.7M0.06%HELD
406CRCRANE COMPANY$3.7M0.06%HELD
407APOAPOLLO GLOBAL MGMT INC$3.7M0.06%HELD
408HUBBHUBBELL INC$3.7M0.06%HELD
409NYTNEW YORK TIMES CO MTN BE$3.7M0.06%HELD
410BGRBLACKROCK ENERGY & RES TR$3.7M0.06%HELD
411FSKFS KKR CAP CORP$3.7M0.06%HELD
412EMBJEMBRAER S.A.$3.7M0.06%HELD
413SUNSUNOCO LP/SUNOCO FIN CORP$3.6M0.06%HELD
414AEMAGNICO EAGLE MINES LTD$3.6M0.06%HELD
415NINISOURCE INC$3.6M0.06%HELD
416XEMDXWESTERN ASSET EMERGING MKTS$3.6M0.06%HELD
417LNGCHENIERE ENERGY INC$3.6M0.06%HELD
418NVSNOVARTIS AG$3.6M0.06%HELD
419PFGPRINCIPAL FINANCIAL GROUP IN$3.6M0.06%HELD
420EMREMERSON ELEC CO$3.6M0.06%HELD
421CRWDCROWDSTRIKE HLDGS INC$3.6M0.06%HELD
422OMCOMNICOM GROUP INC$3.6M0.06%HELD
423CHICALAMOS CONV OPPORTUNITIES &$3.6M0.06%HELD
424MDLZMONDELEZ INTL INC$3.5M0.06%HELD
425ADSKAUTODESK INC$3.5M0.06%HELD
426ZTSZOETIS INC$3.5M0.06%HELD
427SXISTANDEX INTL CORP$3.5M0.06%HELD
428SHWSHERWIN WILLIAMS CO$3.5M0.06%HELD
429DSUBLACKROCK DEBT STRATEGIES FD$3.5M0.06%HELD
430CLHCLEAN HARBORS INC$3.4M0.06%HELD
431MPWRMONOLITHIC PWR SYS INC$3.4M0.06%HELD
432SBRASABRA HEALTH CARE REIT INC$3.4M0.06%HELD
433EVRGEVERGY INC$3.4M0.06%HELD
434EDCONSOLIDATED EDISON INC$3.4M0.06%HELD
435XCHYXCALAMOS CONV & HIGH INCOME F$3.4M0.06%HELD
436ETVEATON VANCE TAX-MANAGED BUY-$3.4M0.06%HELD
437BBDCBARINGS BDC INC$3.4M0.06%HELD
438MEGINYLI CBRE GBL INFR MEGTRNDS$3.3M0.06%HELD
439EQNREQUINOR ASA$3.3M0.06%HELD
440XETYXEATON VANCE TAX-MANAGED DIVE$3.3M0.06%HELD
441XNEAXNUVEEN AMT FREE QLTY MUN INC$3.3M0.05%HELD
442ETOEATON VANCE TAX-ADVANTAGED G$3.3M0.05%HELD
443SNOWSNOWFLAKE INC$3.3M0.05%HELD
444FMCFMC CORP$3.3M0.05%HELD
445CMGCHIPOTLE MEXICAN GRILL INC$3.3M0.05%HELD
446SLRCSLR INVESTMENT CORP$3.3M0.05%HELD
447UMCUNITED MICROELECTRONICS CORP$3.3M0.05%HELD
448AVAVAEROVIRONMENT INC$3.2M0.05%HELD
449ROPROPER TECHNOLOGIES INC$3.2M0.05%HELD
450BCSBARCLAYS PLC$3.2M0.05%HELD
451TERTERADYNE INC$3.2M0.05%HELD
452FCXFREEPORT MCMORAN INC$3.2M0.05%HELD
453CEGCONSTELLATION ENERGY CORP$3.2M0.05%HELD
454DKSDICKS SPORTING GOODS INC$3.2M0.05%HELD
455PFOFLAHERTY & CRUMRINE PFD INCO$3.2M0.05%HELD
456SNASNAP ON INC$3.2M0.05%HELD
457BDCBELDEN INC$3.2M0.05%HELD
458USBUS BANCORP$3.1M0.05%HELD
459GNTGAMCO NAT RES GOLD & INCOME$3.1M0.05%HELD
460NTRANATERA INC$3.1M0.05%HELD
461DRIDARDEN RESTAURANTS INC$3.1M0.05%HELD
462SLBSLB LIMITED$3.1M0.05%HELD
463TELTE CONNECTIVITY PLC$3.1M0.05%HELD
464EENI SPA$3.1M0.05%HELD
465BABAALIBABA GROUP HLDG LTD$3.1M0.05%HELD
466XRMMXRIVERNORTH MANAGED DUR MUN I$3.1M0.05%HELD
467AMEAMETEK INC$3.1M0.05%HELD
468RSRELIANCE INC$3.1M0.05%HELD
469CLXCLOROX CO DEL$3.1M0.05%HELD
470IRDMIRIDIUM COMMUNICATIONS INC$3.0M0.05%HELD
471BRK/BBERKSHIRE HATHAWAY INC DEL$3.0M0.05%HELD
472CNPCENTERPOINT ENERGY INC$3.0M0.05%HELD
473GEHCGE HEALTHCARE TECHNOLOGIES I$3.0M0.05%HELD
474STLDSTEEL DYNAMICS INC$3.0M0.05%HELD
475IPINTERNATIONAL PAPER CO$3.0M0.05%HELD
476SMGSCOTTS MIRACLE-GRO CO$3.0M0.05%HELD
477FEFIRSTENERGY CORP$3.0M0.05%HELD
478GHMGRAHAM CORP$2.9M0.05%HELD
479ASXASE TECHNOLOGY HLDG CO LTD$2.9M0.05%HELD
480NMAINUVEEN MULTI ASSET INCOME FU$2.9M0.05%HELD
481WSOWATSCO INC$2.9M0.05%HELD
482BCSFBAIN CAP SPECIALTY FIN INC$2.9M0.05%HELD
483PFLTPENNANTPARK FLOATING RATE CA$2.9M0.05%HELD
484PNRPENTAIR PLC$2.9M0.05%HELD
485MFICMIDCAP FINANCIAL INVSTMNT CO$2.9M0.05%HELD
486SJMSMUCKER J M CO$2.9M0.05%HELD
487JLSNUVEEN MORTGAGE AND INCOME F$2.8M0.05%HELD
488PEOADAM NAT RES FD INC$2.8M0.05%HELD
489SBGISINCLAIR INC$2.8M0.05%HELD
490CAHCARDINAL HEALTH INC$2.8M0.05%HELD
491CCOICOGENT COMM HOLDINGS INC$2.8M0.05%HELD
492HSBCHSBC HLDGS PLC$2.8M0.05%HELD
493KBKB FINL GROUP INC$2.8M0.05%HELD
494INGRINGREDION INC$2.8M0.05%HELD
495BTTBLACKROCK MUN TARGET TERM TR$2.8M0.05%HELD
496ASNDUSDASCENDIS PHARMA A/S$2.8M0.05%HELD
497PTENPATTERSON-UTI ENERGY INC$2.8M0.05%HELD
498GPCGENUINE PARTS CO$2.8M0.05%HELD
499SUISUN CMNTYS INC$2.8M0.05%HELD
500HCAHCA HEALTHCARE INC$2.8M0.05%HELD

Source: SEC EDGAR · accession 0002000324-26-001941. 13F discloses long positions only — shorts, foreign equities, and options are excluded.