InvestInfoAI
MERCER GLOBAL ADVISORS INC /ADV

Q3 2025 · 13F-HR

MERCER GLOBAL ADVISORS INC /ADVholdings as filed

Filed 2025-11-14 · accession 0000853758-25-000007

$59.91B
Reported value
2,633
Positions
2025-09-30
Period end
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The Brief · MERCER GLOBAL ADVISORS INC /ADV · Q3 2025

AI · grounded in 13F

MERCER GLOBAL ADVISORS INC /ADV established a new position in AGG valued at $3.33B. The fund also initiated new stakes in VOO for $3.01B and BSV for $2.99B. Additional new positions include DFAC at $2.36B and VEA at $2.00B. The fund manages a total AUM of $59.91B across 2,633 positions.

Holdings as filed

First 500 of 2633

CUSIPTickerIssuerValue% port.SharesClassVoting
464287226AGGISHARES TR$3.33B5.56%33,227,135CommonNONE
922908363VOOVANGUARD INDEX FDS$3.01B5.03%4,916,729CommonNONE
921937827BSVVANGUARD BD INDEX FDS$2.99B4.99%37,853,211CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$2.36B3.94%61,231,926CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$2.00B3.34%33,413,896CommonNONE
46432F396MTUMISHARES TR$1.95B3.25%7,595,040CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$1.70B2.84%38,135,706CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$1.61B2.69%42,604,612CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$1.54B2.57%31,188,956CommonNONE
037833100AAPLAPPLE INC$1.53B2.55%6,050,013CommonSOLE
25434V799DFICDIMENSIONAL ETF TRUST$1.14B1.91%34,897,862CommonNONE
46434V449IMTMISHARES TR$1.04B1.74%21,723,174CommonNONE
67066G104NVDANVIDIA CORPORATION$1.04B1.73%5,856,339CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$966.1M1.61%20,947,294CommonNONE
594918104MSFTMICROSOFT CORP$924.3M1.54%1,791,013CommonSOLE
25434V765DIHPDIMENSIONAL ETF TRUST$863.7M1.44%28,414,757CommonNONE
464288158SUBISHARES TR$829.3M1.38%7,766,129CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$829.2M1.38%15,303,927CommonNONE
922908751VBVANGUARD INDEX FDS$812.3M1.36%3,194,576CommonNONE
025072323AVSCAMERICAN CENTY ETF TR$806.7M1.35%14,080,549CommonNONE
464288414MUBISHARES TR$799.9M1.34%7,511,562CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$691.7M1.15%9,209,393CommonNONE
922908769VTIVANGUARD INDEX FDS$655.2M1.09%1,997,096CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$480.2M0.80%9,591,400CommonNONE
464287200IVVISHARES TR$442.6M0.74%661,365CommonNONE
023135106AMZNAMAZON COM INC$407.1M0.68%1,854,819CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$373.0M0.62%2,646,199CommonNONE
46432F842IEFAISHARES TR$368.5M0.61%4,220,173CommonNONE
11135F101AVGOBROADCOM INC$332.7M0.56%1,016,048CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$320.6M0.54%489,536CommonSOLE
30303M102METAMETA PLATFORMS INC$314.3M0.52%430,434CommonSOLE
02079K305GOOGLALPHABET INC$298.6M0.50%1,228,481CommonNONE
464287622IWBISHARES TR$288.6M0.48%789,576CommonNONE
02079K107GOOGALPHABET INC$273.0M0.46%1,130,681CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$272.6M0.46%10,349,931CommonNONE
25434V633DFCADIMENSIONAL ETF TRUST$260.5M0.43%5,228,419CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$250.3M0.42%497,960CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$220.7M0.37%699,543CommonNONE
46432F339QUALISHARES TR$219.7M0.37%1,129,698CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$213.5M0.36%9,169,702CommonNONE
88160R101TSLATESLA INC$210.9M0.35%474,434CommonNONE
92204A702VGTVANGUARD WORLD FD$205.5M0.34%275,257CommonNONE
464287614IWFISHARES TR$205.5M0.34%438,658CommonNONE
922908652VXFVANGUARD INDEX FDS$203.7M0.34%973,220CommonNONE
64110L106NFLXNETFLIX INC$197.2M0.33%164,492CommonNONE
922908629VOVANGUARD INDEX FDS$194.3M0.32%661,628CommonNONE
931142103WMTWALMART INC$181.3M0.30%1,759,636CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$178.4M0.30%2,462,353CommonNONE
46090E103QQQINVESCO QQQ TR$175.7M0.29%292,663CommonNONE
46434G103IEMGISHARES INC$168.3M0.28%2,553,315CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$166.4M0.28%771,278CommonNONE
922908736VUGVANGUARD INDEX FDS$159.4M0.27%334,163CommonSOLE
46432F388VLUEISHARES TR$158.3M0.26%1,266,122CommonNONE
30231G102XOMEXXON MOBIL CORP$155.7M0.26%1,380,899CommonNONE
754730109RJFRAYMOND JAMES FINL INC$154.8M0.26%897,019CommonNONE
464287507IJHISHARES TR$150.2M0.25%2,302,038CommonNONE
437076102HDHOME DEPOT INC$147.3M0.25%363,584CommonNONE
478160104JNJJOHNSON & JOHNSON$142.2M0.24%766,805CommonNONE
921935870VTESVANGUARD WELLINGTON FD$140.1M0.23%1,374,774CommonNONE
46435U549EAGGISHARES TR$132.8M0.22%2,765,829CommonNONE
464287465EFAISHARES TR$132.8M0.22%1,421,831CommonNONE
46435G409IVLUISHARES TR$132.7M0.22%3,740,157CommonNONE
464287804IJRISHARES TR$128.7M0.21%1,082,965CommonNONE
464288448IDVISHARES TR$128.5M0.21%3,516,713CommonNONE
26875P101EOGEOG RES INC$127.1M0.21%1,133,503CommonNONE
68389X105ORCLORACLE CORP$126.6M0.21%450,037CommonNONE
46435G516ESGDISHARES TR$124.4M0.21%1,337,965CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$123.3M0.21%1,134,255CommonNONE
46429B697USMVISHARES TR$122.4M0.20%1,286,426CommonNONE
46434V456IQLTISHARES TR$122.2M0.20%2,764,963CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$121.4M0.20%430,872CommonNONE
458140100INTCINTEL CORP$110.4M0.18%3,291,291CommonNONE
464287150ITOTISHARES TR$109.8M0.18%753,842CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$109.7M0.18%118,891CommonSOLE
92826C839VVISA INC$109.6M0.18%321,183CommonNONE
747525103QCOMQUALCOMM INC$108.8M0.18%653,942CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$106.5M0.18%479,401CommonNONE
464287689IWVISHARES TR$103.5M0.17%273,239CommonNONE
032095101APHAMPHENOL CORP NEW$103.3M0.17%835,122CommonNONE
166764100CVXCHEVRON CORP NEW$99.8M0.17%645,984CommonSOLE
464287655IWMISHARES TR$97.0M0.16%402,856CommonNONE
742718109PGPROCTER AND GAMBLE CO$95.2M0.16%619,856CommonNONE
532457108LLYELI LILLY & CO$95.1M0.16%126,500CommonSOLE
00287Y109ABBVABBVIE INC$94.2M0.16%406,772CommonNONE
46435UAA9IBDSISHARES TR$93.9M0.16%3,856,587CommonNONE
46435U218SUSLISHARES TR$92.7M0.15%791,967CommonNONE
17275R102CSCOCISCO SYS INC$90.8M0.15%1,327,424CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$89.7M0.15%119CommonNONE
78468R739SHMSPDR SERIES TRUST$88.0M0.15%1,824,909CommonNONE
78463V107GLDSPDR GOLD TR$87.5M0.15%250,392CommonSOLE
922908744VTVVANGUARD INDEX FDS$87.1M0.15%467,049CommonNONE
46435GAA0IBDRISHARES TR$87.0M0.15%3,580,658CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$86.3M0.14%1,482,190CommonNONE
46436E726IBDVISHARES TR$85.4M0.14%3,857,407CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$84.8M0.14%121,557CommonNONE
46435U515IBDTISHARES TR$84.6M0.14%3,316,051CommonNONE
78464A854SPYMSPDR SERIES TRUST$83.9M0.14%1,070,504CommonNONE
512807306LRCXLAM RESEARCH CORP$83.5M0.14%623,529CommonNONE
46436E205IBDUISHARES TR$83.1M0.14%3,537,860CommonNONE
921937835BNDVANGUARD BD INDEX FDS$82.3M0.14%1,106,901CommonNONE
92189F643MOATVANECK ETF TRUST$78.7M0.13%794,616CommonNONE
46434V407SHYGISHARES TR$78.7M0.13%1,817,298CommonNONE
482480100KLACKLA CORP$72.6M0.12%67,334CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$70.9M0.12%259,562CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$70.1M0.12%2,727,224CommonNONE
002824100ABTABBOTT LABS$67.0M0.11%500,459CommonNONE
149123101CATCATERPILLAR INC$66.9M0.11%140,236CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$65.4M0.11%954,923CommonNONE
060505104BACBANK AMERICA CORP$65.0M0.11%1,259,938CommonNONE
40412C101HCAHCA HEALTHCARE INC$63.8M0.11%149,727CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$63.4M0.11%195,926CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$62.8M0.10%1,165,543CommonNONE
74255Y870USMCPRINCIPAL EXCHANGE TRADED FD$61.7M0.10%904,936CommonNONE
949746101WMT2WELLS FARGO CO NEW$61.5M0.10%733,918CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$61.1M0.10%254,840CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$60.6M0.10%512,193CommonNONE
58933Y105MRKMERCK & CO INC$60.1M0.10%716,051CommonNONE
233051200DBEFDBX ETF TR$59.3M0.10%1,277,193CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$59.3M0.10%2,198,822CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$58.3M0.10%378,005CommonNONE
78468R663BILSPDR SERIES TRUST$58.1M0.10%633,498CommonNONE
369604301GEGE AEROSPACE$57.8M0.10%192,083CommonNONE
808524607SCHASCHWAB STRATEGIC TR$57.5M0.10%2,061,344CommonNONE
863667101SYKSTRYKER CORPORATION$57.0M0.10%154,280CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$56.6M0.09%396,836CommonNONE
02209S103MOALTRIA GROUP INC$56.2M0.09%850,159CommonNONE
233051630HDEFDBX ETF TR$53.9M0.09%1,831,804CommonNONE
064058100BKBANK NEW YORK MELLON CORP$53.9M0.09%494,495CommonNONE
46138E206PWZINVESCO EXCH TRADED FD TR II$53.6M0.09%2,238,739CommonNONE
G29183103ETNEATON CORP PLC$53.3M0.09%142,483CommonNONE
00206R102TAT&T INC$53.1M0.09%1,882,037CommonNONE
713448108PEPPEPSICO INC$53.0M0.09%377,608CommonNONE
872540109TJXTJX COS INC NEW$52.5M0.09%363,021CommonNONE
464285204IAUISHARES GOLD TR$52.3M0.09%718,369CommonNONE
67092P607NUSCNUSHARES ETF TR$52.2M0.09%1,184,440CommonNONE
G5960L103MDTMEDTRONIC PLC$51.6M0.09%541,917CommonNONE
97717X511AGGYWISDOMTREE TR$51.4M0.09%1,160,599CommonNONE
172967424CCITIGROUP INC$51.4M0.09%505,945CommonNONE
69374H881COWZPACER FDS TR$51.1M0.09%889,839CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$51.1M0.09%269,276CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$50.7M0.08%380,343CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$50.5M0.08%858,447CommonNONE
57636Q104MAMASTERCARD INCORPORATED$50.4M0.08%88,597CommonNONE
808524706SCHESCHWAB STRATEGIC TR$50.4M0.08%1,509,693CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$50.4M0.08%276,050CommonNONE
595112103MUMICRON TECHNOLOGY INC$50.3M0.08%300,506CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$50.3M0.08%145,658CommonSOLE
038222105AMATAPPLIED MATLS INC$49.6M0.08%242,440CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$49.6M0.08%62,294CommonNONE
46654Q575JMTGJ P MORGAN EXCHANGE TRADED F$48.6M0.08%953,207CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$48.6M0.08%608,120CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$47.2M0.08%560,874CommonNONE
46436E718SGOVISHARES TR$47.1M0.08%467,286CommonNONE
46435U853USHYISHARES TR$46.8M0.08%1,238,513CommonNONE
580135101MCDMCDONALDS CORP$46.2M0.08%152,055CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$45.9M0.08%645,899CommonNONE
46435U440BGRNISHARES TR$45.6M0.08%946,916CommonNONE
75513E101RTXRTX CORPORATION$45.4M0.08%271,347CommonNONE
040413205ANETARISTA NETWORKS INC$45.3M0.08%310,981CommonNONE
45783Y814BUFFINNOVATOR ETFS TRUST$44.7M0.07%915,720CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$44.7M0.07%414,611CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$44.6M0.07%159,784CommonNONE
833034101SNASNAP ON INC$44.2M0.07%127,523CommonNONE
025816109AXPAMERICAN EXPRESS CO$43.3M0.07%130,245CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$42.9M0.07%1,572,349CommonNONE
020002101ALLALLSTATE CORP$42.1M0.07%195,979CommonNONE
291011104EMREMERSON ELEC CO$42.0M0.07%319,848CommonNONE
78464A672SPTISPDR SERIES TRUST$41.1M0.07%1,423,757CommonNONE
464287309IVWISHARES TR$40.9M0.07%339,076CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$40.5M0.07%291,031CommonNONE
464288802SUSAISHARES TR$40.5M0.07%298,212CommonNONE
46429B689EFAVISHARES TR$40.4M0.07%476,675CommonNONE
464287598IWDISHARES TR$40.3M0.07%198,036CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$40.3M0.07%548,402CommonNONE
191216100KOCOCA COLA CO$40.2M0.07%605,912CommonNONE
46434G863ESGEISHARES INC$40.2M0.07%925,427CommonNONE
72201R775BONDPIMCO ETF TR$39.8M0.07%426,302CommonNONE
97717Y527USFRWISDOMTREE TR$39.1M0.07%778,051CommonNONE
651639106NEMNEWMONT CORP$39.0M0.07%463,125CommonNONE
278642103EBAYEBAY INC.$38.9M0.06%427,286CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$38.6M0.06%1,582,342CommonNONE
03770N101APGEAPOGEE THERAPEUTICS INC$38.6M0.06%970,581CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$38.6M0.06%166,834CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$38.3M0.06%429,007CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$38.3M0.06%1,215,209CommonNONE
548661107LOWLOWES COS INC$38.1M0.06%151,782CommonNONE
92189F387SHYDVANECK ETF TRUST$38.1M0.06%1,662,987CommonNONE
718172109PMPHILIP MORRIS INTL INC$37.1M0.06%235,672CommonSOLE
922908553VNQVANGUARD INDEX FDS$37.0M0.06%405,046CommonNONE
46435G425ESGUISHARES TR$36.6M0.06%251,693CommonNONE
78464A284HYMBSPDR SERIES TRUST$35.8M0.06%1,436,041CommonNONE
464287739IYRISHARES TR$35.7M0.06%367,967CommonSOLE
922908611VBRVANGUARD INDEX FDS$35.6M0.06%170,530CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$35.4M0.06%188,890CommonNONE
922908637VVVANGUARD INDEX FDS$35.2M0.06%114,300CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$34.8M0.06%488,224CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$34.8M0.06%1,091,049CommonNONE
701094104PHPARKER-HANNIFIN CORP$34.7M0.06%45,731CommonNONE
745867101PHMPULTE GROUP INC$34.6M0.06%261,552CommonNONE
921909768VXUSVANGUARD STAR FDS$34.5M0.06%469,035CommonNONE
697435105PANWPALO ALTO NETWORKS INC$34.3M0.06%168,565CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$34.2M0.06%1,153,744CommonNONE
031162100AMGNAMGEN INC$34.2M0.06%121,178CommonNONE
539830109LMTLOCKHEED MARTIN CORP$33.8M0.06%67,768CommonNONE
743315103PGRPROGRESSIVE CORP$33.6M0.06%136,202CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$33.0M0.06%418,028CommonNONE
25434V674DFSBDIMENSIONAL ETF TRUST$32.9M0.05%616,903CommonNONE
375558103GILDGILEAD SCIENCES INC$32.8M0.05%295,885CommonNONE
79466L302CRMSALESFORCE INC$32.1M0.05%135,338CommonNONE
770700102HOODROBINHOOD MKTS INC$31.8M0.05%222,293CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$31.7M0.05%346,797CommonNONE
92204A504VHTVANGUARD WORLD FD$31.5M0.05%121,579CommonNONE
143658300CCL1EURCARNIVAL CORP$31.5M0.05%1,089,617CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$31.5M0.05%112,693CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$31.2M0.05%100,720CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$31.0M0.05%965,851CommonNONE
464287499IWRISHARES TR$30.5M0.05%316,367CommonNONE
37954Y657PFFDGLOBAL X FDS$30.5M0.05%1,567,444CommonNONE
97717W315DEMWISDOMTREE TR$30.4M0.05%660,307CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$30.3M0.05%103,300CommonNONE
617446448MSMORGAN STANLEY$30.3M0.05%190,372CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$30.2M0.05%687,851CommonNONE
501044101KRKROGER CO$30.0M0.05%445,025CommonNONE
97717W505DONWISDOMTREE TR$30.0M0.05%573,251CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$29.9M0.05%272,034CommonNONE
808513105SCHWSCHWAB CHARLES CORP$29.9M0.05%313,178CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$29.4M0.05%517,776CommonNONE
464288273SCZISHARES TR$29.3M0.05%381,567CommonNONE
67092P300NULVNUSHARES ETF TR$29.2M0.05%666,023CommonNONE
910047109UALUNITED AIRLS HLDGS INC$28.9M0.05%299,591CommonNONE
46436E858IBTGISHARES TR$28.9M0.05%1,257,685CommonNONE
907818108UNPUNION PAC CORP$28.6M0.05%120,880CommonNONE
97717W604DESWISDOMTREE TR$28.5M0.05%845,624CommonNONE
464288356CMFISHARES TR$28.4M0.05%497,273CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$28.3M0.05%175,109CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$27.8M0.05%416,075CommonNONE
46435U259IBMOISHARES TR$27.4M0.05%1,069,676CommonNONE
929740108WABWABTEC$27.4M0.05%136,830CommonNONE
001055102AFLAFLAC INC$27.3M0.05%252,457CommonSOLE
78464A664SPTLSPDR SERIES TRUST$27.1M0.05%1,006,106CommonNONE
92204A884VOXVANGUARD WORLD FD$27.0M0.05%143,613CommonNONE
19762B202XCEMCOLUMBIA ETF TR II$27.0M0.04%742,036CommonNONE
20825C104COPCONOCOPHILLIPS$26.5M0.04%279,785CommonNONE
461202103INTUINTUIT$26.5M0.04%38,733CommonNONE
14149Y108CAHCARDINAL HEALTH INC$26.4M0.04%168,457CommonNONE
654106103NKENIKE INC$26.3M0.04%377,194CommonNONE
254687106DISDISNEY WALT CO$26.2M0.04%228,773CommonNONE
950915108WRDWERIDE INC$25.9M0.04%2,619,333CommonNONE
36828A101GEVGE VERNOVA INC$25.6M0.04%41,648CommonNONE
231021106CMICUMMINS INC$25.2M0.04%59,778CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$25.1M0.04%440,028CommonSOLE
464287101OEFISHARES TR$25.1M0.04%75,298CommonNONE
92204A405VFHVANGUARD WORLD FD$24.9M0.04%189,392CommonNONE
14040H105COFCAPITAL ONE FINL CORP$24.6M0.04%115,938CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$24.6M0.04%291,011CommonSOLE
G54950103LINLINDE PLC$24.6M0.04%51,763CommonNONE
03831W108APPAPPLOVIN CORP$24.6M0.04%34,273CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$24.6M0.04%58,211CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$24.6M0.04%198,409CommonNONE
46435U283IBMPISHARES TR$24.3M0.04%954,866CommonNONE
209115104EDCONSOLIDATED EDISON INC$24.2M0.04%240,361CommonNONE
09290D101BLKBLACKROCK INC$24.0M0.04%20,623CommonNONE
78464A508SPYVSPDR SERIES TRUST$24.0M0.04%434,266CommonNONE
46436E841IBTHISHARES TR$24.0M0.04%1,064,986CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$23.9M0.04%244,012CommonNONE
31428X106FDXFEDEX CORP$23.9M0.04%101,201CommonNONE
G25508105CRHCRH PLC$23.7M0.04%197,870CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$23.7M0.04%271,856CommonNONE
46436E833IBTIISHARES TR$23.7M0.04%1,057,748CommonNONE
882508104TXNTEXAS INSTRS INC$23.7M0.04%128,772CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$23.6M0.04%40,316CommonNONE
911363109URIUNITED RENTALS INC$23.6M0.04%24,728CommonNONE
487836108KKELLANOVA$23.5M0.04%287,072CommonSOLE
46436E593IBTKISHARES TR$23.5M0.04%1,183,092CommonNONE
G87052109TELTE CONNECTIVITY PLC$23.4M0.04%106,432CommonNONE
92204A108VCRVANGUARD WORLD FD$23.3M0.04%58,757CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$23.2M0.04%4,305CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$23.2M0.04%295,412CommonNONE
46435U325IBMQISHARES TR$23.1M0.04%900,305CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$23.1M0.04%343,964CommonNONE
842587107SOSOUTHERN CO$23.0M0.04%243,108CommonNONE
H1467J104CBCHUBB LIMITED$23.0M0.04%81,611CommonNONE
46436E825IBTJISHARES TR$23.0M0.04%1,046,617CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$22.9M0.04%121,320CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$22.8M0.04%727,249CommonNONE
61774R205CVLCMORGAN STANLEY ETF TRUST$22.8M0.04%278,341CommonNONE
097023105BABOEING CO$22.8M0.04%105,494CommonNONE
824348106SHWSHERWIN WILLIAMS CO$22.8M0.04%65,720CommonNONE
857477103STTSTATE STR CORP$22.7M0.04%195,822CommonNONE
92206C565BNDWVANGUARD SCOTTSDALE FDS$22.6M0.04%324,282CommonNONE
46434V860TFLOISHARES TR$22.5M0.04%444,975CommonNONE
464287168DVYISHARES TR$22.5M0.04%158,068CommonNONE
91529Y106UNMUNUM GROUP$22.3M0.04%287,274CommonNONE
95040Q104WELLWELLTOWER INC$22.3M0.04%125,398CommonNONE
925652109VICIVICI PPTYS INC$22.0M0.04%674,894CommonNONE
30034W106EVRGEVERGY INC$21.7M0.04%285,953CommonNONE
58155Q103MCKMCKESSON CORP$21.6M0.04%27,957CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$21.3M0.04%47,680CommonNONE
244199105DEDEERE & CO$21.1M0.04%46,075CommonNONE
46436E163IBMRISHARES TR$21.0M0.04%821,622CommonNONE
761152107RMDRESMED INC$21.0M0.03%76,557CommonNONE
316092501FNCLFIDELITY COVINGTON TRUST$20.9M0.03%274,140CommonNONE
74340W103PLDPROLOGIS INC.$20.6M0.03%179,919CommonNONE
46438G687IBMSISHARES TR$20.6M0.03%788,303CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$20.5M0.03%67,737CommonNONE
760759100RSGREPUBLIC SVCS INC$20.4M0.03%88,772CommonNONE
219350105GLWCORNING INC$20.0M0.03%244,076CommonNONE
72201R833MINTPIMCO ETF TR$20.0M0.03%198,223CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$19.8M0.03%175,843CommonNONE
23331A109DHID R HORTON INC$19.7M0.03%116,391CommonNONE
65339F101NEENEXTERA ENERGY INC$19.7M0.03%260,312CommonNONE
452308109ITWILLINOIS TOOL WKS INC$19.6M0.03%75,356CommonNONE
464288885EFGISHARES TR$19.6M0.03%172,293CommonNONE
09260D107BXBLACKSTONE INC$19.6M0.03%114,759CommonNONE
165303108CPKCHESAPEAKE UTILS CORP$19.6M0.03%145,551CommonNONE
46435G433SMMVISHARES TR$19.5M0.03%453,669CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$19.5M0.03%828,833CommonNONE
438516106HONHONEYWELL INTL INC$19.4M0.03%92,298CommonNONE
717081103PFEPFIZER INC$19.4M0.03%761,985CommonNONE
02507A101AVXCAMERICAN CENTY ETF TR$19.4M0.03%323,614CommonNONE
260003108DOVDOVER CORP$19.3M0.03%115,823CommonNONE
693718108PCARPACCAR INC$19.3M0.03%196,284CommonNONE
N07059210ASMLASML HOLDING N V$19.2M0.03%19,857CommonNONE
464287234EEMISHARES TR$19.0M0.03%355,082CommonNONE
594972408MSTRSTRATEGY INC$18.9M0.03%58,784CommonNONE
464287457SHYISHARES TR$18.9M0.03%227,701CommonNONE
92204A306VDEVANGUARD WORLD FD$18.8M0.03%149,540CommonNONE
032108409DIVOAMPLIFY ETF TR$18.7M0.03%420,519CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$18.7M0.03%414,083CommonNONE
278865100ECLECOLAB INC$18.5M0.03%67,646CommonSOLE
316092873FCOMFIDELITY COVINGTON TRUST$18.5M0.03%260,183CommonNONE
33939L407GUNRFLEXSHARES TR$18.4M0.03%421,397CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$18.2M0.03%139,760CommonNONE
922908512VOEVANGUARD INDEX FDS$18.2M0.03%104,207CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$18.0M0.03%215,527CommonNONE
81762P102NOWSERVICENOW INC$18.0M0.03%19,562CommonNONE
494368103KMBKIMBERLY-CLARK CORP$17.9M0.03%144,144CommonNONE
464288877EFVISHARES TR$17.9M0.03%263,496CommonNONE
90384S303ULTAULTA BEAUTY INC$17.8M0.03%32,643CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$17.8M0.03%266,868CommonNONE
235851102DHRDANAHER CORPORATION$17.8M0.03%89,891CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$17.7M0.03%92,822CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$17.5M0.03%481,909CommonNONE
66987V109NVSNOVARTIS AG$17.5M0.03%136,371CommonNONE
37045V100GMGENERAL MTRS CO$17.4M0.03%286,056CommonNONE
369550108GDGENERAL DYNAMICS CORP$17.4M0.03%51,071CommonNONE
12572Q105CMECME GROUP INC$17.3M0.03%64,011CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$17.3M0.03%221,968CommonNONE
78464A839MDYVSPDR SERIES TRUST$17.2M0.03%205,824CommonNONE
172062101CINFCINCINNATI FINL CORP$17.1M0.03%108,332CommonNONE
H2906T109GRMNGARMIN LTD$17.0M0.03%69,185CommonNONE
872590104TMUST-MOBILE US INC$17.0M0.03%70,966CommonNONE
92204A207VDCVANGUARD WORLD FD$16.9M0.03%78,987CommonNONE
464288687PFFISHARES TR$16.9M0.03%532,950CommonNONE
20030N101CMCSACOMCAST CORP NEW$16.7M0.03%532,995CommonNONE
464287408IVEISHARES TR$16.7M0.03%80,881CommonNONE
52736R102LEVILEVI STRAUSS & CO NEW$16.6M0.03%713,205CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$16.6M0.03%34,206CommonNONE
00724F101ADBEADOBE INC$16.5M0.03%46,801CommonNONE
855244109SBUXSTARBUCKS CORP$16.4M0.03%194,244CommonNONE
687604108ORKAORUKA THERAPEUTICS INC$16.4M0.03%852,411CommonNONE
92840M102VSTVISTRA CORP$16.1M0.03%81,942CommonNONE
Y2573F102FLEXFLEX LTD$16.0M0.03%276,827CommonNONE
35137L105FOXAFOX CORP$16.0M0.03%253,113CommonNONE
302081104EXLSEXLSERVICE HOLDINGS INC$15.9M0.03%360,389CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$15.8M0.03%115,279CommonNONE
695156109PKGPACKAGING CORP AMER$15.7M0.03%72,194CommonNONE
655844108NSCNORFOLK SOUTHN CORP$15.7M0.03%52,178CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$15.7M0.03%342,500CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$15.6M0.03%34,173CommonNONE
896288107TNETTRINET GROUP INC$15.5M0.03%232,368CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$15.4M0.03%111,932CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$15.4M0.03%66,996CommonNONE
370334104GISGENERAL MLS INC$15.4M0.03%304,507CommonNONE
25809K105DASHDOORDASH INC$15.1M0.03%55,478CommonNONE
574599106MASMASCO CORP$15.1M0.03%214,114CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$15.0M0.02%25,104CommonNONE
032654105ADIANALOG DEVICES INC$14.9M0.02%60,635CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$14.9M0.02%74,099CommonNONE
46434V621DGROISHARES TR$14.9M0.02%218,467CommonNONE
78464A763SDYSPDR SERIES TRUST$14.8M0.02%105,671CommonNONE
631103108NDAQNASDAQ INC$14.6M0.02%165,022CommonNONE
958102105WDCWESTERN DIGITAL CORP$14.5M0.02%121,136CommonNONE
56585A102MPCMARATHON PETE CORP$14.5M0.02%75,449CommonNONE
084423102WRBBERKLEY W R CORP$14.5M0.02%189,732CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$14.5M0.02%251,531CommonNONE
285512109EAELECTRONIC ARTS INC$14.3M0.02%70,881CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$14.2M0.02%30,703CommonNONE
803054204SAPSAP SE$14.2M0.02%53,052CommonNONE
46434G764EMXCISHARES INC$14.1M0.02%209,206CommonNONE
92189H409HYDVANECK ETF TRUST$14.1M0.02%277,083CommonNONE
404280406HSBCHSBC HLDGS PLC$14.0M0.02%197,926CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$13.9M0.02%168,602CommonNONE
464288760ITAISHARES TR$13.7M0.02%65,467CommonNONE
337738108FISVFISERV INC$13.6M0.02%105,515CommonNONE
624756102MLIMUELLER INDS INC$13.5M0.02%133,087CommonNONE
16411R208LNGCHENIERE ENERGY INC$13.4M0.02%56,817CommonNONE
464287176TIPISHARES TR$13.3M0.02%119,696CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$13.2M0.02%65,698CommonNONE
316092709FIDUFIDELITY COVINGTON TRUST$13.2M0.02%161,332CommonNONE
46434V290SMLFISHARES TR$13.2M0.02%177,187CommonNONE
247361702DALDELTA AIR LINES INC DEL$13.1M0.02%231,247CommonNONE
969457100WMBWILLIAMS COS INC$13.1M0.02%207,106CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$13.0M0.02%288,285CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$12.8M0.02%36,369CommonNONE
125523100CITHE CIGNA GROUP$12.7M0.02%44,219CommonNONE
464287721IYWISHARES TR$12.7M0.02%64,767CommonNONE
12504L109CBRECBRE GROUP INC$12.6M0.02%80,225CommonNONE
03076C106AMPAMERIPRISE FINL INC$12.6M0.02%25,557CommonNONE
46138J775POWAINVESCO EXCH TRD SLF IDX FD$12.4M0.02%137,388CommonNONE
05964H105SANBANCO SANTANDER S.A.$12.4M0.02%1,179,588CommonNONE
74348A467NOBLPROSHARES TR$12.3M0.02%119,502CommonSOLE
464288281EMBISHARES TR$12.3M0.02%128,841CommonNONE
464288646IGSBISHARES TR$12.2M0.02%230,813CommonNONE
78409V104SPGIS&P GLOBAL INC$12.1M0.02%24,958CommonNONE
771049103RBLXROBLOX CORP$11.9M0.02%86,249CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$11.9M0.02%41,306CommonNONE
94106L109WMWASTE MGMT INC DEL$11.9M0.02%53,970CommonNONE
670346105NUENUCOR CORP$11.9M0.02%87,948CommonSOLE
67092P201NULGNUSHARES ETF TR$11.9M0.02%119,486CommonNONE
126408103CSXCSX CORP$11.9M0.02%333,829CommonNONE
464286525ACWVISHARES INC$11.8M0.02%97,991CommonNONE
78468R101SPTSSPDR SERIES TRUST$11.7M0.02%400,368CommonNONE
22822V101CCICROWN CASTLE INC$11.7M0.02%120,979CommonSOLE
902973304USBUS BANCORP DEL$11.7M0.02%241,277CommonNONE
540424108LLOEWS CORP$11.6M0.02%116,005CommonNONE
718546104PSXPHILLIPS 66$11.6M0.02%85,587CommonNONE
571903202MARMARRIOTT INTL INC NEW$11.6M0.02%44,685CommonNONE
30212P303EXPEEXPEDIA GROUP INC$11.6M0.02%54,370CommonNONE
922908595VBKVANGUARD INDEX FDS$11.6M0.02%38,911CommonNONE
780259305SHELSHELL PLC$11.6M0.02%161,555CommonNONE
88579Y101MMM3M CO$11.5M0.02%74,056CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$11.5M0.02%941,903CommonNONE
92343E102VRSNVERISIGN INC$11.4M0.02%40,938CommonNONE
464287432TLTISHARES TR$11.4M0.02%129,541CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$11.4M0.02%22,224CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$11.4M0.02%270,725CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$11.3M0.02%126,150CommonNONE
35137L204FOXFOX CORP$11.3M0.02%197,124CommonNONE
311900104FASTFASTENAL CO$11.2M0.02%229,249CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$11.2M0.02%124,951CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$11.1M0.02%125,373CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$11.1M0.02%575,143CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$10.9M0.02%642,283CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$10.8M0.02%129,678CommonNONE
46434VBD1IBDQISHARES TR$10.8M0.02%428,594CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$10.8M0.02%344,975CommonNONE
922908538VOTVANGUARD INDEX FDS$10.8M0.02%36,680CommonNONE
29476L107EQREQUITY RESIDENTIAL$10.7M0.02%165,968CommonNONE
053332102AZOAUTOZONE INC$10.7M0.02%2,500CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$10.7M0.02%75,528CommonNONE
896239100TRMBTRIMBLE INC$10.6M0.02%129,426CommonNONE
253868103DLRDIGITAL RLTY TR INC$10.5M0.02%60,830CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$10.4M0.02%21,217CommonNONE
74762E102QUREQUANTA SVCS INC$10.3M0.02%24,899CommonNONE
194162103CLCOLGATE PALMOLIVE CO$10.3M0.02%128,565CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$10.3M0.02%105,143CommonNONE
25434V716DFSUDIMENSIONAL ETF TRUST$10.2M0.02%240,084CommonNONE
759509102RSRELIANCE INC$10.2M0.02%36,165CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$10.1M0.02%346,533CommonNONE
40434L105HPQHP INC$10.0M0.02%367,207CommonNONE
92204A603VISVANGUARD WORLD FD$9.9M0.02%33,577CommonNONE
46138J395BSJTINVESCO EXCH TRD SLF IDX FD$9.9M0.02%460,818CommonNONE
046353108AZNNASTRAZENECA PLC$9.9M0.02%128,967CommonNONE
46138J585BSJRINVESCO EXCH TRD SLF IDX FD$9.9M0.02%434,426CommonNONE
609207105MDLZMONDELEZ INTL INC$9.9M0.02%158,122CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$9.8M0.02%275,697CommonNONE
632307104NTRANATERA INC$9.8M0.02%61,008CommonNONE
N97284108NBISNEBIUS GROUP N.V.$9.8M0.02%94,755CommonNONE
615369105MCOMOODYS CORP$9.7M0.02%20,445CommonNONE
46138J452BSJSINVESCO EXCH TRD SLF IDX FD$9.7M0.02%440,596CommonNONE
464287648IWOISHARES TR$9.6M0.02%30,108CommonNONE
46139W841BSJUINVESCO EXCH TRD SLF IDX FD$9.6M0.02%367,194CommonNONE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$9.6M0.02%409,781CommonNONE
464287879IJSISHARES TR$9.6M0.02%86,374CommonNONE
76655K103RGTIRIGETTI COMPUTING INC$9.5M0.02%318,491CommonNONE
126650100CVSCVS HEALTH CORP$9.5M0.02%125,740CommonNONE
29273V100ETENERGY TRANSFER L P$9.4M0.02%549,709CommonNONE
988498101YUMYUM BRANDS INC$9.4M0.02%61,955CommonNONE
629377508NRGNRG ENERGY INC$9.4M0.02%57,810CommonNONE
08975B109BBAIBIGBEAR AI HLDGS INC$9.3M0.02%1,426,478CommonNONE
46434G889EMGFISHARES INC$9.3M0.02%163,919CommonNONE
025072281AVSUAMERICAN CENTY ETF TR$9.3M0.02%126,052CommonNONE
91913Y100VLOVALERO ENERGY CORP$9.2M0.02%54,105CommonNONE
464286533EEMVISHARES INC$9.2M0.02%143,899CommonNONE
98978V103ZTSZOETIS INC$9.2M0.02%62,560CommonNONE
670100205NVONOVO-NORDISK A S$9.0M0.01%161,891CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$9.0M0.01%139,643CommonNONE
835699307SONYSONY GROUP CORP$9.0M0.01%311,000CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$9.0M0.01%190,632CommonNONE
218352102CORTCORCEPT THERAPEUTICS INC$8.9M0.01%107,234CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$8.9M0.01%226,759CommonNONE
921910733ESGVVANGUARD WORLD FD$8.9M0.01%75,076CommonNONE
892331307TMTOYOTA MOTOR CORP$8.9M0.01%46,466CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$8.9M0.01%88,942CommonNONE
59156R108METMETLIFE INC$8.9M0.01%107,457CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$8.8M0.01%52,515CommonNONE
354921108EZBCFRANKLIN TEMPLETON DIGITAL H$8.8M0.01%133,580CommonNONE
88162G103TTEKTETRA TECH INC NEW$8.8M0.01%263,858CommonNONE
03073E105CORCENCORA INC$8.8M0.01%28,110CommonNONE

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.