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Institutional

BANK OF MONTREAL /CAN/ (BMO, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD, GDXU, JETD)

CIK 0000927971
$268.54B
Reported AUM
3,221
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · BANK OF MONTREAL /CAN/ (BMO, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD, GDXU, JETD) · Q1 2026

AI · grounded in 13F

BANK OF MONTREAL significantly increased its position in KRE by 499.75%. The fund also accumulated shares in TLT and IWM, increasing those holdings by 105.57% and 60.66% respectively. Conversely, the fund trimmed its exposure to XLF by 98.87% and XLI by 94.25%.

Portfolio · Q1 2026

NVDA$13.09BRYSPYTDAAPLBURMSFTAMZNGOOGLOther$169.74BBJ

Top holdings· first 500 of 3221

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$195.052.66%9.52%751.61%$13.09B4.87%HELD
2RYROYAL BK CDA$210.121.78%62.59%136.99%$10.22B3.80%HELD
3SPYSTATE STR SPDR S&P 500 ETF T$741.921.71%18.63%72.84%$8.23B3.07%HELD
4TDTORONTO DOMINION BK ONT$119.762.37%63.61%119.19%$7.21B2.69%HELD
5AAPLAPPLE INC$333.60-1.36%65.41%124.96%$7.14B2.66%HELD
6BURBURFORD CAPITAL LIMITED$4.210.96%-66.00%-63.14%$6.88B2.56%HELD
7MSFTMICROSOFT CORP$451.1415.52%-13.24%55.41%$6.21B2.31%HELD
8AMZNAMAZON COM INC$235.663.98%5.54%30.60%$6.17B2.30%HELD
9GOOGLALPHABET INC$333.62-0.92%76.18%131.67%$5.80B2.16%HELD
10METAMETA PLATFORMS INC$539.74-7.83%-21.66%55.72%$4.19B1.56%HELD
11IWMISHARES TR$292.541.38%35.66%35.93%$4.18B1.56%HELD
12BNSBANK NOVA SCOTIA B C$87.842.09%56.64%77.46%$3.93B1.46%HELD
13CMCANADIAN IMPERIAL BANK OF CO$118.271.76%64.35%149.04%$3.91B1.46%HELD
14BMOBANK MONTREAL MEDIUM$178.621.90%59.46%112.37%$3.86B1.44%HELD
15TRPTC ENERGY CORP$68.091.20%41.78%81.43%$3.43B1.28%HELD
16ENBENBRIDGE INC$55.440.54%24.25%87.29%$3.16B1.18%HELD
17CNQCANADIAN NAT RES LTD MED TER$47.281.79%52.96%258.86%$3.14B1.17%HELD
18AVGOBROADCOM INC$388.154.81%34.78%753.17%$3.08B1.15%HELD
19TSLATESLA INC$308.803.51%-1.42%21.64%$2.99B1.11%HELD
20GOOGALPHABET INC$333.53-0.66%77.27%132.86%$2.88B1.07%HELD
21NFLXNETFLIX INC.$73.19-0.60%-36.45%29.36%$2.87B1.07%HELD
22TLTISHARES TR$82.80-0.06%-1.74%-34.03%$2.49B0.93%HELD
23SUSUNCOR ENERGY INC NEW$66.731.41%70.98%327.99%$2.44B0.91%HELD
24GDXVANECK ETF TRUST$76.784.36%45.00%148.23%$2.31B0.86%HELD
25BNBROOKFIELD CORP$42.030.80%-2.92%46.28%$2.22B0.83%HELD
26AEMAGNICO EAGLE MINES LTD$150.754.38%16.42%181.07%$2.11B0.79%HELD
27MFCMANULIFE FINL CORP$44.551.43%49.14%181.84%$2.00B0.74%HELD
28VVISA INC$366.40-0.63%8.37%65.12%$1.86B0.69%HELD
29IVVISHARES TR$745.231.65%20.00%75.17%$1.80B0.67%HELD
30JPMJPMORGAN CHASE & CO$350.931.80%21.40%144.23%$1.64B0.61%HELD
31SHOPSHOPIFY INC$122.40-5.24%$1.57B0.58%HELD
32PLTRPALANTIR TECHNOLOGIES INC$122.26-0.60%$1.56B0.58%HELD
33CPCANADIAN PACIFIC KANSAS CITY$88.16-3.43%$1.56B0.58%HELD
34WMTWALMART INC$111.12-2.71%$1.54B0.57%HELD
35IEFAISHARES TR$98.882.75%$1.50B0.56%HELD
36AMDADVANCED MICRO DEVICES INC$485.4613.01%$1.46B0.55%HELD
37CNICANADIAN NATL RY CO$127.13-2.09%$1.45B0.54%HELD
38BBARRICK MNG CORP$37.703.69%$1.42B0.53%HELD
39LLYELI LILLY & CO$1155.56-4.50%$1.39B0.52%HELD
40FTSFORTIS INC$57.47-0.16%$1.38B0.52%HELD
41COSTCOSTCO WHOLESALE CORPORATION$954.15-2.04%$1.37B0.51%HELD
42WCNWASTE CONNECTIONS INC$166.27-3.78%$1.32B0.49%HELD
43FNVFRANCO NEV CORP$221.363.26%$1.27B0.47%HELD
44PAVEGLOBAL X FDS$56.102.02%$1.23B0.46%HELD
45BRK/BBERKSHIRE HATHAWAY INC DEL$1.21B0.45%HELD
46MUMICRON TECHNOLOGY INC$875.0318.41%$1.19B0.44%HELD
47WPMWHEATON PRECIOUS METALS CORP$113.383.58%$1.13B0.42%HELD
48KRESPDR SERIES TRUST$75.90-0.37%$1.13B0.42%HELD
49JNJJOHNSON & JOHNSON$255.84-3.65%$1.10B0.41%HELD
50MSMORGAN STANLEY$210.063.41%$1.10B0.41%HELD
51ESLTELBIT SYS LTD$785.962.19%$1.05B0.39%HELD
52RCIROGERS COMMUNICATIONS INC$34.08-2.13%$1.05B0.39%HELD
53BCEBCE INC$21.70-2.82%$1.00B0.37%HELD
54BACBANK AMERICA CORP$61.761.13%$1.00B0.37%HELD
55GSGOLDMAN SACHS GROUP INC$1024.864.50%$983.7M0.37%HELD
56NTRNUTRIEN LTD$70.710.17%$977.3M0.36%HELD
57PBAPEMBINA PIPELINE CORP$50.430.04%$966.7M0.36%HELD
58MAMASTERCARD INCORPORATED$577.652.54%$957.9M0.36%HELD
59BIPBROOKFIELD INFRASTRUCTURE PA$42.39-0.54%$953.9M0.36%HELD
60EMAEMERA INC$54.110.17%$930.9M0.35%HELD
61XOMEXXON MOBIL CORP$157.130.25%$867.8M0.32%HELD
62QQQINVESCO QQQ TR$683.363.27%$856.7M0.32%HELD
63VOOVANGUARD INDEX FDS$681.611.64%$806.4M0.30%HELD
64CCITIGROUP INC$132.324.08%$776.9M0.29%HELD
65TUTELUS CORPORATION$10.77-3.23%$776.8M0.29%HELD
66GDXJVANECK ETF TRUST$99.044.27%$718.7M0.27%HELD
67ABBVABBVIE INC$257.79-2.09%$669.5M0.25%HELD
68QSRRESTAURANT BRANDS INTL INC$74.34-1.56%$668.3M0.25%HELD
69CCJCAMECO CORP$88.184.27%$664.6M0.25%HELD
70SLFSUN LIFE FINANCIAL INC.$82.770.61%$664.0M0.25%HELD
71ORCLORACLE CORP$127.518.30%$641.8M0.24%HELD
72CVECENOVUS ENERGY INC$30.324.30%$636.2M0.24%HELD
73IEMGISHARES INC$77.053.91%$629.2M0.23%HELD
74CRWDCROWDSTRIKE HLDGS INC$185.353.33%$614.4M0.23%HELD
75PGPROCTER & GAMBLE CO$143.95-1.47%$582.7M0.22%HELD
76MRKMERCK & CO INC$129.80-0.43%$581.2M0.22%HELD
77NOWSERVICENOW INC$110.07-4.92%$561.8M0.21%HELD
78VZVERIZON COMMUNICATIONS INC$46.11-2.35%$558.3M0.21%HELD
79CVXCHEVRON CORPORATION$192.590.38%$552.6M0.21%HELD
80PANWPALO ALTO NETWORKS INC$325.773.70%$550.3M0.20%HELD
81CSCOCISCO SYS INC$113.560.96%$540.7M0.20%HELD
82EFAISHARES TR$106.242.78%$537.0M0.20%HELD
83HDHOME DEPOT INC$333.33-1.46%$527.2M0.20%HELD
84CATCATERPILLAR INC$808.913.35%$524.9M0.20%HELD
85GDGENERAL DYNAMICS CORP$382.280.35%$519.7M0.19%HELD
86TAT&T INC$23.21-3.05%$517.7M0.19%HELD
87LINLINDE PLC$508.64-0.49%$516.0M0.19%HELD
88PHPARKER-HANNIFIN CORP$962.791.23%$507.3M0.19%HELD
89TJXTJX COS INC NEW$159.27-1.46%$496.1M0.18%HELD
90GILDGILEAD SCIENCES INC$131.28-1.09%$494.7M0.18%HELD
91LMTLOCKHEED MARTIN CORP$574.110.86%$488.0M0.18%HELD
92ICLICL GROUP LTD$5.181.57%$484.9M0.18%HELD
93TRI4EURTHOMSON REUTERS CORP$480.7M0.18%HELD
94KBESPDR SERIES TRUST$69.48-0.24%$480.5M0.18%HELD
95BAMBROOKFIELD ASSET MANAGMT LTD$47.971.30%$469.7M0.17%HELD
96XLESELECT SECTOR SPDR TR$58.960.53%$464.2M0.17%HELD
97XLBSELECT SECTOR SPDR TR$51.64-0.19%$462.3M0.17%HELD
98KOCOCA COLA CO$88.51-0.63%$458.3M0.17%HELD
99IJHISHARES TR$75.350.83%$451.3M0.17%HELD
100NEENEXTERA ENERGY INC$87.93-0.60%$447.8M0.17%HELD
101FCXFREEPORT MCMORAN INC$445.4M0.17%HELD
102MCDMCDONALDS CORP$442.0M0.16%HELD
103LRCXLAM RESEARCH CORP$432.0M0.16%HELD
104WMWASTE MGMT INC DEL$427.4M0.16%HELD
105IEFISHARES TR$424.7M0.16%HELD
106UNHUNITEDHEALTH GROUP INC$423.3M0.16%HELD
107KGCKINROSS GOLD CORP$416.7M0.16%HELD
108PMPHILIP MORRIS INTL INC$415.1M0.15%HELD
109GEVGE VERNOVA INC$411.9M0.15%HELD
110STNSTANTEC INC$410.2M0.15%HELD
111XLISELECT SECTOR SPDR TR$409.9M0.15%HELD
112SLVISHARES SILVER TR$405.1M0.15%HELD
113CLSCELESTICA INC$403.6M0.15%HELD
114STXSEAGATE TECHNOLOGY HLDNGS PL$395.1M0.15%HELD
115HYGISHARES TR$390.4M0.15%HELD
116WMT2WELLS FARGO & CO$389.2M0.14%HELD
117TECKTECK RESOURCES LTD$384.8M0.14%HELD
118GEGE AEROSPACE$383.2M0.14%HELD
119SNOWSNOWFLAKE INC$383.1M0.14%HELD
120WDCWESTERN DIGITAL CORP$380.0M0.14%HELD
121AZNASTRAZENECA PLC$379.9M0.14%HELD
122KWEBKRANESHARES TRUST$371.1M0.14%HELD
123MCKMCKESSON CORP$370.3M0.14%HELD
124SHELSHELL PLC$359.2M0.13%HELD
125IMOIMPERIAL OIL LTD$356.2M0.13%HELD
126EMEEMCOR GROUP INC$356.1M0.13%HELD
127PLDPROLOGIS INC.$355.4M0.13%HELD
128PEPPEPSICO INC$352.6M0.13%HELD
129EEMISHARES TR$347.5M0.13%HELD
130GIBCGI INC$346.8M0.13%HELD
131AMGNAMGEN INC$345.0M0.13%HELD
132INTCINTEL CORP$344.9M0.13%HELD
133SSNCSS&C TECH HLDGS$338.2M0.13%HELD
134MDTMEDTRONIC PLC$337.4M0.13%HELD
135UBERUBER TECHNOLOGIES INC$332.1M0.12%HELD
136MBBISHARES TR$325.3M0.12%HELD
137CMECME GROUP INC$322.2M0.12%HELD
138MGAMAGNA INTL INC$318.5M0.12%HELD
139PRIPRIMERICA INC$315.0M0.12%HELD
140AMATAPPLIED MATLS INC$314.9M0.12%HELD
141TXNTEXAS INSTRS INC$312.5M0.12%HELD
142VTIVANGUARD INDEX FDS$311.0M0.12%HELD
143IBMINTERNATIONAL BUSINESS MACHS$310.0M0.12%HELD
144TSMTAIWAN SEMICONDUCTOR MANUFAC$304.2M0.11%HELD
145SHYISHARES TR$302.8M0.11%HELD
146VEAVANGUARD TAX-MANAGED FDS$302.5M0.11%HELD
147MDYSTATE STR SPDR S&P MIDCAP 40$301.6M0.11%HELD
148DIASTATE STR SPDR DOW JONES IND$297.9M0.11%HELD
149LITE 1.5 12/15/29LUMENTUM HLDGS INC$295.8M0.11%HELD
150ICEINTERCONTINENTAL EXCHANGE IN$294.0M0.11%HELD
151BRK/ABERKSHIRE HATHAWAY INC DEL$293.7M0.11%HELD
152HTRBHARTFORD FDS EXCHANGE TRADED$292.3M0.11%HELD
153AXPAMERICAN EXPRESS CO$285.1M0.11%HELD
154TMOTHERMO FISHER SCIENTIFIC INC$284.6M0.11%HELD
155BEPBROOKFIELD RENEWABLE ENERGY$284.5M0.11%HELD
156CORCENCORA INC$281.9M0.10%HELD
157GILGILDAN ACTIVEWEAR INC$270.6M0.10%HELD
158KLACKLA CORP$264.3M0.10%HELD
159AEPAMERICAN ELEC PWR CO INC$260.8M0.10%HELD
160SCHWSCHWAB CHARLES CORP$260.8M0.10%HELD
161WTWWILLIS TOWERS WATSON PLC LTD$260.8M0.10%HELD
162GSKGSK PLC$256.1M0.10%HELD
163EWJISHARES INC$255.8M0.10%HELD
164VOVANGUARD INDEX FDS$252.7M0.09%HELD
165RBARB GLOBAL INC$250.1M0.09%HELD
166USFDUS FOODS HLDG CORP$250.0M0.09%HELD
167ABTABBOTT LABORATORIES$249.7M0.09%HELD
168AGIALAMOS GOLD INC$245.9M0.09%HELD
169TACTRANSALTA CORP$237.7M0.09%HELD
170APHAMPHENOL CORP$235.5M0.09%HELD
171QCOMQUALCOMM INC$235.3M0.09%HELD
172RTXRTX CORPORATION$233.9M0.09%HELD
173MPLXMPLX LP$229.8M0.09%HELD
174BIPCBROOKFIELD INFRASTRUCTURE CO$228.9M0.09%HELD
175LOWLOWES COS INC$227.3M0.08%HELD
176UNPUNION PAC CORP$226.3M0.08%HELD
177WDC 3 11/15/28WESTERN DIGITAL CORP$225.1M0.08%HELD
178COINCOINBASE GLOBAL INC$222.5M0.08%HELD
179ZOOZZOOZ STRATEGY LTD$222.2M0.08%HELD
180MDLZMONDELEZ INTL INC$222.1M0.08%HELD
181SOBOSOUTH BOW CORP$221.0M0.08%HELD
182DISDISNEY WALT CO$220.1M0.08%HELD
183PFEPFIZER INC$219.3M0.08%HELD
184BPBP PLC$217.2M0.08%HELD
185COPCONOCOPHILLIPS$213.5M0.08%HELD
186WMBWILLIAMS COS INC$212.1M0.08%HELD
187MSTRSTRATEGY INC$212.0M0.08%HELD
188SPOTSPOTIFY TECHNOLOGY S A$210.5M0.08%HELD
189IJRISHARES TR$210.2M0.08%HELD
190NEMNEWMONT CORP$210.0M0.08%HELD
191ADBEADOBE INC$209.9M0.08%HELD
192HONHONEYWELL INTL INC$208.3M0.08%HELD
193TFCTRUIST FINL CORP$208.1M0.08%HELD
194DDOMINION ENERGY INC$207.9M0.08%HELD
195SOFISOFI TECHNOLOGIES INC$207.2M0.08%HELD
196USBUS BANCORP$206.1M0.08%HELD
197WABWABTEC$205.2M0.08%HELD
198CMCSACOMCAST CORP NEW$204.0M0.08%HELD
199ISRGINTUITIVE SURGICAL INC$203.0M0.08%HELD
200AWIARMSTRONG WORLD INDS INC NEW$201.9M0.08%HELD
201TTETOTALENERGIES SE$199.6M0.07%HELD
202DUKDUKE ENERGY CORP NEW$199.1M0.07%HELD
203GMEDGLOBUS MED INC$198.8M0.07%HELD
204SHLDGLOBAL X FDS$196.8M0.07%HELD
205VBVANGUARD INDEX FDS$192.0M0.07%HELD
206RIORIO TINTO PLC$191.8M0.07%HELD
207EAELECTRONIC ARTS INC$191.3M0.07%HELD
208IWRISHARES TR$191.2M0.07%HELD
209HBMHUDBAY MINERALS INC$191.0M0.07%HELD
210LITELUMENTUM HLDGS INC$188.4M0.07%HELD
211OPLNOPENLANE INC$187.0M0.07%HELD
212VWOVANGUARD INTL EQUITY INDEX F$185.9M0.07%HELD
213CITHE CIGNA GROUP$185.4M0.07%HELD
214BGSIBOYD GROUP SERVICES INC$183.4M0.07%HELD
215AZOAUTOZONE INC$182.4M0.07%HELD
216EQHEQUITABLE HLDGS INC$182.0M0.07%HELD
217ALSNALLISON TRANSMISSION HLDGS I$181.7M0.07%HELD
218GLWCORNING INC$181.2M0.07%HELD
219MSIMOTOROLA SOLUTIONS INC$179.9M0.07%HELD
220DHRDANAHER CORP DEL$179.0M0.07%HELD
221STX 3.5 06/01/28SEAGATE HDD CAYMAN$178.8M0.07%HELD
222CRMSALESFORCE INC$177.7M0.07%HELD
223ETNEATON CORP PLC$177.6M0.07%HELD
224NYTNEW YORK TIMES CO MTN BE$177.1M0.07%HELD
225CBCHUBB LTD SWITZ$176.0M0.07%HELD
226VRTXVERTEX PHARMACEUTICALS INC$174.4M0.06%HELD
227NKENIKE INC$174.1M0.06%HELD
228BEBLOOM ENERGY CORP$173.8M0.06%HELD
229WHWYNDHAM HOTELS & RESORTS INC$173.1M0.06%HELD
230ASMLASML HLDG NV$171.7M0.06%HELD
231CMICUMMINS INC$170.5M0.06%HELD
232SPGIS&P GLOBAL INC$168.9M0.06%HELD
233MKTXMARKETAXESS HLDGS INC$168.4M0.06%HELD
234BLKBLACKROCK INC$167.3M0.06%HELD
235KVUEKENVUE INC$166.5M0.06%HELD
236PNCPNC FINL SVCS GROUP INC$166.4M0.06%HELD
237SOSOUTHERN CO$166.2M0.06%HELD
238HLIHOULIHAN LOKEY INC$165.1M0.06%HELD
239BABOEING CO$165.0M0.06%HELD
240VLOVALERO ENERGY CORP$164.6M0.06%HELD
241CTASCINTAS CORP$163.7M0.06%HELD
242ANETARISTA NETWORKS INC$162.0M0.06%HELD
243SPGSIMON PPTY GROUP INC NEW$161.7M0.06%HELD
244GNTXGENTEX CORP$161.6M0.06%HELD
245AGGISHARES TR$161.6M0.06%HELD
246SRESEMPRA$161.5M0.06%HELD
247MOALTRIA GROUP INC$161.3M0.06%HELD
248ADPAUTOMATIC DATA PROCESSING IN$160.8M0.06%HELD
249QUREQUANTA SVCS INC$160.1M0.06%HELD
250INDAISHARES TR$159.4M0.06%HELD
251NINISOURCE INC$158.3M0.06%HELD
252ACNACCENTURE PLC IRELAND$157.3M0.06%HELD
253SYKSTRYKER CORPORATION$152.2M0.06%HELD
254FXIISHARES TR$151.3M0.06%HELD
255KMIKINDER MORGAN INC DEL$151.1M0.06%HELD
256SOXXISHARES TR$150.7M0.06%HELD
257HSICSCHEIN HENRY INC$150.6M0.06%HELD
258PAASPAN AMERN SILVER CORP$150.0M0.06%HELD
259XLKSELECT SECTOR SPDR TR$150.0M0.06%HELD
260PCGPG&E CORP$150.0M0.06%HELD
261VIGVANGUARD SPECIALIZED FUNDS$147.7M0.06%HELD
262ROSTROSS STORES INC$146.3M0.05%HELD
263PNFPPINNACLE FINL PARTNERS INC$145.6M0.05%HELD
264SBUXSTARBUCKS CORP$144.9M0.05%HELD
265BMYBRISTOL-MYERS SQUIBB CO$144.0M0.05%HELD
266DEDEERE & CO$144.0M0.05%HELD
267MCHPMICROCHIP TECHNOLOGY INC.$142.3M0.05%HELD
268ADIANALOG DEVICES INC$140.2M0.05%HELD
269MARMARRIOTT INTL INC NEW$140.0M0.05%HELD
270INTUINTUIT$138.8M0.05%HELD
271ROPROPER TECHNOLOGIES INC$138.8M0.05%HELD
272NWSANEWS CORP NEW$138.8M0.05%HELD
273TDGTRANSDIGM GROUP INC$138.6M0.05%HELD
274IWFISHARES TR$138.3M0.05%HELD
275EXCEXELON CORP$137.6M0.05%HELD
276APPAPPLOVIN CORP$136.7M0.05%HELD
277SHWSHERWIN WILLIAMS CO$136.4M0.05%HELD
278CAECAE INC$134.7M0.05%HELD
279PSXPHILLIPS 66$132.8M0.05%HELD
280WALWESTERN ALLIANCE BANCORP$132.4M0.05%HELD
281PGRPROGRESSIVE CORP$132.3M0.05%HELD
282SMMDISHARES TR$132.1M0.05%HELD
283NOCNORTHROP GRUMMAN CORP$130.3M0.05%HELD
284GNRCGENERAC HLDGS INC$130.0M0.05%HELD
285TFIITRANSFORCE INC$129.6M0.05%HELD
286RSPINVESCO EXCHANGE TRADED FD T$129.3M0.05%HELD
287MPCMARATHON PETE CORP$129.0M0.05%HELD
288COFCAPITAL ONE FINL CORP$127.8M0.05%HELD
289AKAMAKAMAI TECHNOLOGIES INC$127.2M0.05%HELD
290EEFTEURONET WORLDWIDE INC$127.0M0.05%HELD
291TMUST-MOBILE US INC$126.7M0.05%HELD
292BKNGBOOKING HOLDINGS INC$126.3M0.05%HELD
293FTNTFORTINET INC$126.2M0.05%HELD
294COHRCOHERENT CORP$125.7M0.05%HELD
295EQXEQUINOX GOLD CORP$125.3M0.05%HELD
296ORLYOREILLY AUTOMOTIVE INC$125.1M0.05%HELD
297PPGPPG INDS INC$125.1M0.05%HELD
298APOAPOLLO GLOBAL MGMT INC$125.0M0.05%HELD
299VRTVERTIV HOLDINGS CO$124.8M0.05%HELD
300SNASNAP ON INC$124.3M0.05%HELD
301CIGICOLLIERS INTL GROUP INC$123.7M0.05%HELD
302AQNALGONQUIN POWER & UTILITIES$123.5M0.05%HELD
303EXPEEXPEDIA GROUP INC$123.4M0.05%HELD
304PAGPENSKE AUTOMOTIVE GRP INC$123.3M0.05%HELD
305FDSFACTSET RESH SYS INC$123.1M0.05%HELD
306IWBISHARES TR$121.8M0.05%HELD
307STTSTATE STR CORP$121.1M0.05%HELD
308OREALTY INCOME CORP$120.3M0.04%HELD
309BABAALIBABA GROUP HLDG LTD$119.4M0.04%HELD
310OTISOTIS WORLDWIDE CORP$119.2M0.04%HELD
311ALRMALARM COM HLDGS INC$119.1M0.04%HELD
312DLTRDOLLAR TREE INC$118.8M0.04%HELD
313CVSCVS HEALTH CORP$118.4M0.04%HELD
314WELLWELLTOWER INC$117.1M0.04%HELD
315ACWIISHARES TR$117.0M0.04%HELD
316STRASTRATEGIC ED INC$116.8M0.04%HELD
317DVYISHARES TR$116.4M0.04%HELD
318HCAHCA HEALTHCARE INC$116.1M0.04%HELD
319EOGEOG RES INC$115.6M0.04%HELD
320FASTFASTENAL CO$115.3M0.04%HELD
321VALEVALE S A$112.7M0.04%HELD
322SYYSYSCO CORP$112.0M0.04%HELD
323AMHAMERICAN HOMES 4 RENT$112.0M0.04%HELD
324TTTRANE TECHNOLOGIES PLC$111.5M0.04%HELD
325VYMVANGUARD WHITEHALL FDS$111.4M0.04%HELD
326SSDSIMPSON MFG INC$111.2M0.04%HELD
327FRPTFRESHPET INC$110.1M0.04%HELD
328DSGXDESCARTES SYS GROUP INC$109.3M0.04%HELD
329ITWILLINOIS TOOL WKS INC$108.8M0.04%HELD
330DEODIAGEO PLC$107.7M0.04%HELD
331CEGCONSTELLATION ENERGY CORP$107.1M0.04%HELD
332XBISPDR SERIES TRUST$106.6M0.04%HELD
333CRHCRH PLC$105.6M0.04%HELD
334FANGDIAMONDBACK ENERGY INC$105.1M0.04%HELD
335BSXBOSTON SCIENTIFIC CORP$103.7M0.04%HELD
336BXBLACKSTONE INC$103.6M0.04%HELD
337FIVEFIVE BELOW INC$103.4M0.04%HELD
338DUHPDIMENSIONAL ETF TRUST$100.5M0.04%HELD
339CSGPCOSTAR GROUP INC$100.4M0.04%HELD
340HWMHOWMET AEROSPACE INC$98.0M0.04%HELD
341ALLALLSTATE CORP$97.4M0.04%HELD
342BE 3 06/01/28BLOOM ENERGY CORP$96.3M0.04%HELD
343URIUNITED RENTALS INC$96.1M0.04%HELD
344AVDVAMERICAN CENTY ETF TR$95.6M0.04%HELD
345UBSUBS GROUP AG$94.6M0.04%HELD
346CBZCBIZ INC$94.2M0.04%HELD
347AONAON PLC$93.0M0.03%HELD
348JCIJOHNSON CONTROLS INTERNATION$92.9M0.03%HELD
349CSXCSX CORP$92.2M0.03%HELD
350HOODROBINHOOD MKTS INC$92.0M0.03%HELD
351DOVDOVER CORP$92.0M0.03%HELD
352BMNRBITMINE IMMERSION TECNOLOGIE$91.6M0.03%HELD
353CNCCENTENE CORP DEL$90.9M0.03%HELD
354NGGNATIONAL GRID PLC$89.8M0.03%HELD
355MRSHMARSH & MCLENNAN COS INC$89.4M0.03%HELD
356TRVTRAVELERS COMPANIES INC$89.0M0.03%HELD
357WDAYWORKDAY INC$88.7M0.03%HELD
358NEE 7.299 06/01/27NEXTERA ENERGY INC$88.7M0.03%HELD
359CLCOLGATE PALMOLIVE CO$88.5M0.03%HELD
360CARRCARRIER GLOBAL CORPORATION$88.3M0.03%HELD
361TGTTARGET CORP$88.3M0.03%HELD
362ATSATS CORPORATION$87.8M0.03%HELD
363EQIXEQUINIX INC$86.9M0.03%HELD
364DIHPDIMENSIONAL ETF TRUST$86.4M0.03%HELD
365HLMNHILLMAN SOLUTIONS CORP$86.3M0.03%HELD
366DFASDIMENSIONAL ETF TRUST$86.2M0.03%HELD
367ALB 7.25 03/01/27ALBEMARLE CORP$86.2M0.03%HELD
368AVEMAMERICAN CENTY ETF TR$85.6M0.03%HELD
369VCSHVANGUARD SCOTTSDALE FDS$85.3M0.03%HELD
370MMM3M CO$84.6M0.03%HELD
371DALDELTA AIR LINES INC$83.7M0.03%HELD
372BKBANK NEW YORK MELLON CORP$83.5M0.03%HELD
373WAYWAYSTAR HLDG CORP$83.3M0.03%HELD
374TROWPRICE T ROWE GROUP INC$83.3M0.03%HELD
375BHPBHP BILLITON LIMITED$83.2M0.03%HELD
376VRRMVERRA MOBILITY CORP$82.7M0.03%HELD
377AMTAMERICAN TOWER CORP$82.7M0.03%HELD
378GGGGRACO INC$82.3M0.03%HELD
379LITE 0.5 12/15/26LUMENTUM HLDGS INC$82.2M0.03%HELD
380RSGREPUBLIC SVCS INC$82.1M0.03%HELD
381IACIAC INC$81.6M0.03%HELD
382SLBSLB LIMITED$81.4M0.03%HELD
383ROLROLLINS INC$81.3M0.03%HELD
384VBRVANGUARD INDEX FDS$81.3M0.03%HELD
385CDNSCADENCE DESIGN SYSTEM INC$81.2M0.03%HELD
386MEOHMETHANEX CORP$81.0M0.03%HELD
387HSYHERSHEY CO$80.6M0.03%HELD
388PPLPPL CORP$80.5M0.03%HELD
389BFAMBRIGHT HORIZONS FAM SOL IN D$80.0M0.03%HELD
390OXYOCCIDENTAL PETE CORP$79.4M0.03%HELD
391LHXL3HARRIS TECHNOLOGIES INC$79.3M0.03%HELD
392GVAGRANITE CONSTR INC$78.8M0.03%HELD
393LOPEGRAND CANYON ED INC$78.5M0.03%HELD
394XLUSELECT SECTOR SPDR TR$77.7M0.03%HELD
395RYANRYAN SPECIALTY HOLDINGS INC$77.2M0.03%HELD
396CRLCHARLES RIV LABS INTL INC$76.9M0.03%HELD
397CBOECBOE GLOBAL MKTS INC$76.8M0.03%HELD
398SNPSSYNOPSYS INC$76.4M0.03%HELD
399EDCONSOLIDATED EDISON INC$75.2M0.03%HELD
400TFISPDR SERIES TRUST$75.1M0.03%HELD
401OROR ROYALTIES INC.$74.7M0.03%HELD
402HDBHDFC BANK LTD$74.6M0.03%HELD
403BGBUNGE GLOBAL SA$74.6M0.03%HELD
404APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$74.5M0.03%HELD
405EWYISHARES INC$74.5M0.03%HELD
406APTVAPTIV PLC$74.4M0.03%HELD
407EMREMERSON ELEC CO$73.9M0.03%HELD
408AMPAMERIPRISE FINL INC$73.8M0.03%HELD
409RFREGIONS FINANCIAL CORP NEW$73.8M0.03%HELD
410UPSUNITED PARCEL SVCS INC$73.7M0.03%HELD
411XLVSELECT SECTOR SPDR TR$73.1M0.03%HELD
412GWWWW GRAINGER INC$72.8M0.03%HELD
413ZTSZOETIS INC$72.7M0.03%HELD
414CFGCITIZENS FINL GROUP INC$72.1M0.03%HELD
415HIGHARTFORD INSURANCE GROUP INC$71.6M0.03%HELD
416XLFSELECT SECTOR SPDR TR$71.5M0.03%HELD
417FDXFEDEX CORP$71.4M0.03%HELD
418SNNSMITH & NEPHEW PLC$71.3M0.03%HELD
419EWZISHARES INC$70.7M0.03%HELD
420FITBFIFTH THIRD BANCORP$70.5M0.03%HELD
421ITTITT INC$70.2M0.03%HELD
422KRKROGER CO$69.8M0.03%HELD
423IAGIAMGOLD CORP$69.7M0.03%HELD
424GMGENERAL MTRS CO$69.6M0.03%HELD
425VTWOVANGUARD SCOTTSDALE FDS$69.0M0.03%HELD
426HALOHALOZYME THERAPEUTICS INC$68.2M0.03%HELD
427BIVVANGUARD BD INDEX FDS$68.2M0.03%HELD
428MCOMOODYS CORP$67.9M0.03%HELD
429EQTEQT CORP$67.9M0.03%HELD
430VSTVISTRA CORP$67.9M0.03%HELD
431BUDANHEUSER BUSCH INBEV SA NV$67.8M0.03%HELD
432EIXEDISON INTL$67.6M0.03%HELD
433SUBISHARES TR$67.4M0.03%HELD
434IVWISHARES TR$67.4M0.03%HELD
435WECWEC ENERGY GROUP INC$67.0M0.02%HELD
436IRENIREN LIMITED$66.6M0.02%HELD
437EWEDWARDS LIFESCIENCES CORP$66.5M0.02%HELD
438FSVFIRSTSERVICE CORP NEW$66.4M0.02%HELD
439IDXXIDEXX LABS INC$66.4M0.02%HELD
440EWCISHARES INC$66.3M0.02%HELD
441SNDKSANDISK CORP$66.2M0.02%HELD
442REGNREGENERON PHARMACEUTICALS$66.1M0.02%HELD
443EFXTENERFLEX LTD$65.6M0.02%HELD
444RMDRESMED INC$65.6M0.02%HELD
445KKRKKR & CO INC$65.6M0.02%HELD
446ELVELEVANCE HEALTH INC FORMERLY$65.5M0.02%HELD
447GFLGFL ENVIRONMENTAL INC$65.1M0.02%HELD
448DGDOLLAR GEN CORP$64.8M0.02%HELD
449ETRENTERGY CORP NEW$64.6M0.02%HELD
450APDAIR PRODUCTS AND CHEMICALS I$63.7M0.02%HELD
451OKEONEOK INC NEW$63.3M0.02%HELD
452RACEFERRARI N V$63.1M0.02%HELD
453RKLBROCKET LAB CORP$63.1M0.02%HELD
454NEE 7.234 11/01/27NEXTERA ENERGY INC$63.0M0.02%HELD
455BDXBECTON DICKINSON & CO$62.7M0.02%HELD
456NXPINXP SEMICONDUCTORS N V$62.3M0.02%HELD
457ARGXARGENX SE$62.3M0.02%HELD
458IVEISHARES TR$61.7M0.02%HELD
459CPRTCOPART INC$61.2M0.02%HELD
460ADSKAUTODESK INC$61.1M0.02%HELD
461SNOW 0 10/01/29SNOWFLAKE INC$61.1M0.02%HELD
462KEYKEYCORP$60.9M0.02%HELD
463LYVLIVE NATION ENTERTAINMENT IN$60.6M0.02%HELD
464WLYWILEY JOHN & SONS INC$60.6M0.02%HELD
465MIDDMIDDLEBY CORP$60.5M0.02%HELD
466IWDISHARES TR$60.4M0.02%HELD
467VUGVANGUARD INDEX FDS$60.3M0.02%HELD
468DFEMDIMENSIONAL ETF TRUST$60.0M0.02%HELD
469LQDISHARES TR$59.9M0.02%HELD
470HBANHUNTINGTON BANCSHARES INC$59.8M0.02%HELD
471MUBISHARES TR$59.4M0.02%HELD
472ECLECOLAB INC$59.4M0.02%HELD
473LSTRLANDSTAR SYS INC$59.2M0.02%HELD
474SKYCHAMPION HOMES INC$59.0M0.02%HELD
475DBEFDBX ETF TR$58.8M0.02%HELD
476RHIROBERT HALF INC.$58.5M0.02%HELD
477CTSHCOGNIZANT TECHNOLOGY SOLUTIO$58.4M0.02%HELD
478MTBM & T BK CORP$58.3M0.02%HELD
479URTHISHARES INC$58.3M0.02%HELD
480IGSBISHARES TR$58.2M0.02%HELD
481MNSTMONSTER BEVERAGE CORP NEW$57.8M0.02%HELD
482BKRBAKER HUGHES COMPANY$57.5M0.02%HELD
483HLTHILTON WORLDWIDE HLDGS INC$57.2M0.02%HELD
484EWPISHARES INC$56.9M0.02%HELD
485LCIILCI INDS$56.9M0.02%HELD
486VNQVANGUARD INDEX FDS$56.8M0.02%HELD
487OTEXOPEN TEXT CORP$56.8M0.02%HELD
488OMCOMNICOM GROUP INC$56.7M0.02%HELD
489OEFISHARES TR$56.4M0.02%HELD
490ULTAULTA BEAUTY INC$55.9M0.02%HELD
491NWSNEWS CORP NEW$55.5M0.02%HELD
492TRGPTARGA RES CORP$55.5M0.02%HELD
493WFGWEST FRASER TIMBER LTD$55.3M0.02%HELD
494WBDWARNER BROS DISCOVERY INC$55.2M0.02%HELD
495CTVACORTEVA INC$55.2M0.02%HELD
496VICIVICI PPTYS INC$55.2M0.02%HELD
497CGAUCENTERRA GOLD INC$55.1M0.02%HELD
498FIXCOMFORT SYS USA INC$55.0M0.02%HELD
499DDDUPONT DE NEMOURS INC$54.8M0.02%HELD
500AWKAMERICAN WTR WKS CO INC NEW$54.7M0.02%HELD

Source: SEC EDGAR · accession 0000927971-26-000078. 13F discloses long positions only — shorts, foreign equities, and options are excluded.