MondegarAI
Mariner, LLC

Q1 2026 · 13F-HR

Mariner, LLCholdings as filed

Filed 2026-05-13 · accession 0001580642-26-003158

$85.65B
Reported value
3,545
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Mariner, LLC · Q1 2026

AI · grounded in 13F

Mariner, LLC significantly increased its position in IEI by 311.61%. The fund also accumulated shares of APO by 90.91% and AGG by 13.99%. On the sell side, the firm trimmed its holdings in IEF by 85.43% and NOW by 54.43%.

Holdings as filed

First 500 of 3545

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$4.57B5.33%26,182,385CommonNONE
037833100AAPLAPPLE INC$4.49B5.24%17,695,216CommonNONE
464287200IVVISHARES TR$3.57B4.17%5,473,014CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$2.28B2.66%35,566,989CommonNONE
594918104MSFTMICROSOFT CORP$2.14B2.50%5,786,681CommonNONE
023135106AMZNAMAZON COM INC$1.39B1.62%6,681,607CommonNONE
464287226AGGISHARES TR$1.36B1.59%13,748,217CommonNONE
02079K305GOOGLALPHABET INC$1.34B1.57%4,672,155CommonNONE
11135F101AVGOBROADCOM INC$1.10B1.28%3,543,657CommonNONE
464287507IJHISHARES TR$1.09B1.27%16,112,547CommonNONE
922908744VTVVANGUARD INDEX FDS$992.8M1.16%5,060,711CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$979.3M1.14%1,507,932CommonNONE
46625H100JPMJPMORGAN CHASE & CO$907.6M1.06%3,085,976CommonNONE
46432F842IEFAISHARES TR$881.9M1.03%9,746,939CommonNONE
46434V613IUSBISHARES TR$875.2M1.02%18,948,193CommonNONE
922908736VUGVANGUARD INDEX FDS$829.1M0.97%1,898,195CommonNONE
30303M102METAMETA PLATFORMS INC$813.8M0.95%1,423,014CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$757.8M0.88%14,027,303CommonNONE
02079K107GOOGALPHABET INC$737.8M0.86%2,572,127CommonNONE
88160R101TSLATESLA INC$698.1M0.82%1,878,272CommonNONE
46090E103QQQINVESCO QQQ TR$643.9M0.75%1,115,794CommonNONE
532457108LLYELI LILLY & CO$638.0M0.74%693,861CommonNONE
922908629VOVANGUARD INDEX FDS$612.8M0.72%2,133,931CommonNONE
931142103WMTWALMART INC$610.1M0.71%4,909,217CommonNONE
46434G103IEMGISHARES INC$606.0M0.71%8,698,552CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$601.9M0.70%1,256,077CommonNONE
922908769VTIVANGUARD INDEX FDS$594.5M0.69%1,854,681CommonNONE
922908751VBVANGUARD INDEX FDS$580.3M0.68%2,215,685CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$575.7M0.67%19,764,193CommonNONE
922908363VOOVANGUARD INDEX FDS$536.8M0.63%898,405CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$517.5M0.60%4,645,974CommonNONE
219350105GLWCORNING INC$484.3M0.57%3,562,752CommonNONE
36828A101GEVGE VERNOVA INC$481.7M0.56%552,162CommonNONE
478160104JNJJOHNSON & JOHNSON$471.3M0.55%1,928,325CommonNONE
30231G102XOMEXXON MOBIL CORP$438.4M0.51%2,583,593CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$435.5M0.51%437,088CommonNONE
742718109PGPROCTER & GAMBLE CO$424.7M0.50%2,940,512CommonNONE
464287309IVWISHARES TR$403.3M0.47%3,565,694CommonNONE
031162100AMGNAMGEN INC$378.7M0.44%1,076,357CommonNONE
437076102HDHOME DEPOT INC$370.7M0.43%1,127,180CommonNONE
464289438IWYISHARES TR$346.9M0.40%1,393,999CommonNONE
166764100CVXCHEVRON CORPORATION$344.5M0.40%1,664,863CommonNONE
58933Y105MRKMERCK & CO INC$336.2M0.39%2,795,221CommonNONE
92826C839VVISA INC$320.2M0.37%1,059,618CommonNONE
57636Q104MAMASTERCARD INCORPORATED$317.2M0.37%634,854CommonNONE
464287465EFAISHARES TR$303.7M0.35%3,127,682CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$302.1M0.35%1,451,983CommonNONE
65339F101NEENEXTERA ENERGY INC$296.6M0.35%3,193,065CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$293.2M0.34%1,363,406CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$286.9M0.33%1,962,003CommonNONE
00287Y109ABBVABBVIE INC$286.2M0.33%1,316,270CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$279.8M0.33%9,175,772CommonNONE
872540109TJXTJX COS INC NEW$266.9M0.31%1,671,419CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$266.2M0.31%10,381,527CommonNONE
580135101MCDMCDONALDS CORP$260.4M0.30%837,902CommonNONE
64110L106NFLXNETFLIX INC.$259.9M0.30%2,703,091CommonNONE
631103108NDAQNASDAQ INC$252.3M0.29%2,971,912CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$251.3M0.29%350CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$247.2M0.29%9,995,681CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$243.7M0.28%624,406CommonNONE
464287614IWFISHARES TR$242.1M0.28%567,884CommonNONE
464288661IEIISHARES TR$241.6M0.28%2,037,091CommonNONE
863667101SYKSTRYKER CORPORATION$238.8M0.28%726,690CommonNONE
464287408IVEISHARES TR$237.8M0.28%1,126,708CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$233.4M0.27%7,606,319CommonNONE
149123101CATCATERPILLAR INC$227.2M0.27%320,709CommonNONE
464288414MUBISHARES TR$223.8M0.26%2,108,214CommonNONE
718546104PSXPHILLIPS 66$222.7M0.26%1,222,327CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$222.6M0.26%4,727,615CommonNONE
G54950103LINLINDE PLC$220.4M0.26%444,481CommonNONE
464287804IJRISHARES TR$215.6M0.25%1,734,841CommonNONE
46432F834IXUSISHARES TR$213.8M0.25%2,479,197CommonNONE
922907746VTEBVANGUARD MUN BD FDS$212.9M0.25%4,267,150CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$212.3M0.25%2,994,330CommonNONE
464287622IWBISHARES TR$207.1M0.24%580,691CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$204.2M0.24%4,474,043CommonNONE
808513105SCHWSCHWAB CHARLES CORP$199.3M0.23%2,121,331CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$199.1M0.23%329,181CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$197.5M0.23%711,127CommonNONE
311900104FASTFASTENAL CO$195.1M0.23%4,204,660CommonNONE
512807306LRCXLAM RESEARCH CORP$193.9M0.23%907,874CommonNONE
78463V107GLDSPDR GOLD TR$192.3M0.22%447,240CommonNONE
46434V621DGROISHARES TR$190.8M0.22%2,718,697CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$190.3M0.22%563,809CommonNONE
78464A854SPYMSPDR SERIES TRUST$188.4M0.22%2,462,918CommonNONE
922908553VNQVANGUARD INDEX FDS$188.0M0.22%2,120,019CommonNONE
17275R102CSCOCISCO SYS INC$186.9M0.22%2,408,984CommonNONE
482480100KLACKLA CORP$183.6M0.21%124,766CommonNONE
922908637VVVANGUARD INDEX FDS$180.4M0.21%603,947CommonNONE
595112103MUMICRON TECHNOLOGY INC$176.4M0.21%522,169CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$172.4M0.20%413,771CommonNONE
038222105AMATAPPLIED MATLS INC$171.5M0.20%502,097CommonNONE
464287499IWRISHARES TR$170.0M0.20%1,748,719CommonNONE
464287655IWMISHARES TR$167.6M0.20%675,655CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$166.7M0.19%4,279,724CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$166.6M0.19%197,078CommonNONE
74624M102PEVERPURE INC$164.8M0.19%2,791,500CommonNONE
191216100KOCOCA COLA CO$162.4M0.19%2,134,839CommonNONE
713448108PEPPEPSICO INC$160.6M0.19%1,034,418CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$160.0M0.19%4,117,890CommonNONE
00206R102TAT&T INC$159.7M0.19%5,509,393CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$155.9M0.18%2,484,960CommonNONE
464287150ITOTISHARES TR$155.6M0.18%1,096,242CommonNONE
921937835BNDVANGUARD BD INDEX FDS$155.6M0.18%2,113,128CommonNONE
921937819BIVVANGUARD BD INDEX FDS$154.4M0.18%2,000,360CommonNONE
68389X105ORCLORACLE CORP$152.1M0.18%1,034,224CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$152.0M0.18%747,258CommonNONE
369604301GEGE AEROSPACE$148.9M0.17%524,925CommonNONE
617446448MSMORGAN STANLEY$147.6M0.17%896,855CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$147.2M0.17%1,123,879CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$144.0M0.17%4,257,033CommonNONE
47103U845JAAAJANUS DETROIT STR TR$142.0M0.17%2,819,146CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$141.8M0.17%2,984,153CommonNONE
94106L109WMWASTE MGMT INC DEL$140.0M0.16%609,264CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$138.9M0.16%1,046,587CommonNONE
G29183103ETNEATON CORP PLC$135.8M0.16%379,801CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$135.4M0.16%870,677CommonNONE
56585A102MPCMARATHON PETE CORP$135.2M0.16%553,551CommonNONE
09290D101BLKBLACKROCK INC$135.1M0.16%140,493CommonNONE
78464A409SPYGSPDR SERIES TRUST$133.7M0.16%1,365,582CommonNONE
060505104BACBANK AMERICA CORP$133.6M0.16%2,741,434CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$133.4M0.16%550,311CommonNONE
231021106CMICUMMINS INC$131.9M0.15%245,167CommonNONE
72201R833MINTPIMCO ETF TR$131.5M0.15%1,307,508CommonNONE
882508104TXNTEXAS INSTRS INC$127.2M0.15%655,145CommonNONE
040413205ANETARISTA NETWORKS INC$127.1M0.15%1,036,165CommonNONE
58155Q103MCKMCKESSON CORP$126.4M0.15%146,129CommonNONE
548661107LOWLOWES COS INC$126.4M0.15%535,034CommonNONE
46432F339QUALISHARES TR$125.6M0.15%654,854CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$125.2M0.15%4,996,510CommonNONE
464288372IGFISHARES TR$124.6M0.15%1,860,164CommonNONE
464285204IAUISHARES GOLD TR$122.5M0.14%1,389,406CommonNONE
30212P303EXPEEXPEDIA GROUP INC$122.1M0.14%528,745CommonNONE
78464A508SPYVSPDR SERIES TRUST$118.5M0.14%2,094,975CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$118.2M0.14%497,553CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$118.2M0.14%28,089CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$115.9M0.14%428,226CommonNONE
49456B101KMIKINDER MORGAN INC DEL$113.8M0.13%3,395,085CommonNONE
922908512VOEVANGUARD INDEX FDS$111.2M0.13%603,456CommonNONE
438516106HONHONEYWELL INTL INC$108.5M0.13%479,855CommonNONE
78468R663BILSPDR SERIES TRUST$108.1M0.13%1,179,437CommonNONE
25809K105DASHDOORDASH INC$107.2M0.13%714,157CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$106.7M0.12%772,787CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$105.8M0.12%1,744,281CommonNONE
12572Q105CMECME GROUP INC$105.7M0.12%357,919CommonNONE
464288687PFFISHARES TR$103.8M0.12%3,425,136CommonNONE
75513E101RTXRTX CORPORATION$103.4M0.12%536,221CommonNONE
922908611VBRVANGUARD INDEX FDS$102.8M0.12%473,557CommonNONE
464287598IWDISHARES TR$102.2M0.12%478,153CommonNONE
032654105ADIANALOG DEVICES INC$102.1M0.12%321,166CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$101.5M0.12%1,411,241CommonNONE
539830109LMTLOCKHEED MARTIN CORP$101.2M0.12%167,451CommonNONE
172967424CCITIGROUP INC$100.5M0.12%886,672CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$99.9M0.12%576,070CommonNONE
46429B697USMVISHARES TR$99.7M0.12%1,075,243CommonNONE
808524607SCHASCHWAB STRATEGIC TR$98.5M0.11%3,386,087CommonNONE
697435105PANWPALO ALTO NETWORKS INC$98.4M0.11%614,174CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$95.7M0.11%123,954CommonNONE
81762P102NOWSERVICENOW INC$95.2M0.11%910,343CommonNONE
464288158SUBISHARES TR$94.1M0.11%883,807CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$93.3M0.11%470,693CommonNONE
N07059210ASMLASML HLDG NV$92.4M0.11%69,973CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$92.1M0.11%480,042CommonNONE
244199105DEDEERE & CO$90.6M0.11%160,856CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$90.4M0.11%959,383CommonNONE
18915M107NETCLOUDFLARE INC$89.5M0.10%433,957CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$89.0M0.10%1,898,596CommonNONE
921932844IVOVVANGUARD ADMIRAL FDS INC$87.9M0.10%862,573CommonNONE
375558103GILDGILEAD SCIENCES INC$86.7M0.10%621,970CommonNONE
464287481IWPISHARES TR$86.4M0.10%674,595CommonNONE
79466L302CRMSALESFORCE INC$86.3M0.10%462,597CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$86.3M0.10%583,072CommonNONE
464287234EEMISHARES TR$86.3M0.10%1,519,420CommonNONE
032095101APHAMPHENOL CORP$85.3M0.10%674,806CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$84.5M0.10%2,727,890CommonNONE
29444U700EQIXEQUINIX INC$84.2M0.10%85,881CommonNONE
235851102DHRDANAHER CORP DEL$82.5M0.10%435,221CommonNONE
H1467J104CBCHUBB LTD SWITZ$81.9M0.10%251,327CommonNONE
718172109PMPHILIP MORRIS INTL INC$81.7M0.10%494,146CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$79.7M0.09%1,874,603CommonNONE
921932869IVOGVANGUARD ADMIRAL FDS INC$79.5M0.09%635,630CommonNONE
46434V860TFLOISHARES TR$79.1M0.09%1,561,623CommonNONE
46435G326IDEVISHARES TR$78.3M0.09%937,195CommonNONE
03027X100AMTAMERICAN TOWER CORP$77.3M0.09%447,765CommonNONE
87612E106TGTTARGET CORP$75.2M0.09%620,633CommonNONE
949746101WMT2WELLS FARGO & CO$75.1M0.09%943,829CommonNONE
002824100ABTABBOTT LABORATORIES$74.4M0.09%724,342CommonNONE
G0593M107AZNASTRAZENECA PLC$73.3M0.09%371,923CommonNONE
747525103QCOMQUALCOMM INC$73.1M0.09%567,915CommonNONE
31428X106FDXFEDEX CORP$72.8M0.09%204,460CommonNONE
743315103PGRPROGRESSIVE CORP$72.3M0.08%364,521CommonNONE
46436E718SGOVISHARES TR$72.1M0.08%715,799CommonNONE
921910816MGKVANGUARD WORLD FD$72.0M0.08%195,895CommonNONE
256677105DGDOLLAR GEN CORP$71.6M0.08%602,905CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$71.0M0.08%1,039,283CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$70.8M0.08%616,991CommonNONE
464288646IGSBISHARES TR$70.6M0.08%1,342,638CommonNONE
291011104EMREMERSON ELEC CO$70.3M0.08%536,646CommonNONE
172062101CINFCINCINNATI FINL CORP$69.8M0.08%443,885CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$69.5M0.08%1,384,562CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$68.8M0.08%149,353CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$67.9M0.08%166,650CommonNONE
37733W204GSKGSK PLC$67.9M0.08%1,231,009CommonNONE
651639106NEMNEWMONT CORP$67.9M0.08%627,401CommonNONE
461202103INTUINTUIT$67.0M0.08%155,000CommonNONE
025816109AXPAMERICAN EXPRESS CO$66.9M0.08%221,111CommonNONE
74340W103PLDPROLOGIS INC.$66.7M0.08%504,429CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$66.2M0.08%505,319CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$66.1M0.08%833,855CommonNONE
464288877EFVISHARES TR$66.1M0.08%888,630CommonNONE
55336V100MPLXMPLX LP$65.8M0.08%1,152,602CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$65.7M0.08%106,752CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$65.7M0.08%133,642CommonNONE
92204A702VGTVANGUARD WORLD FD$65.6M0.08%93,958CommonNONE
922908595VBKVANGUARD INDEX FDS$64.2M0.07%212,492CommonNONE
02209S103MOALTRIA GROUP INC$64.0M0.07%970,088CommonNONE
46432F859ISTBISHARES TR$64.0M0.07%1,320,761CommonNONE
911363109URIUNITED RENTALS INC$63.6M0.07%87,373CommonNONE
46434G764EMXCISHARES INC$62.7M0.07%796,785CommonNONE
907818108UNPUNION PAC CORP$62.6M0.07%257,939CommonNONE
05722G100BKRBAKER HUGHES COMPANY$62.5M0.07%1,023,762CommonNONE
009158106APDAIR PRODUCTS AND CHEMICALS I$62.5M0.07%215,075CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$62.4M0.07%1,123,928CommonNONE
199908104FIXCOMFORT SYS USA INC$61.9M0.07%44,886CommonNONE
46429B663HDVISHARES TR$61.3M0.07%451,518CommonNONE
88579Y101MMM3M CO$60.7M0.07%417,911CommonNONE
46435U713IFRAISHARES TR$60.5M0.07%1,057,154CommonNONE
G5960L103MDTMEDTRONIC PLC$60.4M0.07%697,297CommonNONE
369550108GDGENERAL DYNAMICS CORP$60.4M0.07%176,020CommonNONE
458140100INTCINTEL CORP$60.0M0.07%1,360,674CommonNONE
824348106SHWSHERWIN WILLIAMS CO$60.0M0.07%187,117CommonNONE
464287168DVYISHARES TR$59.9M0.07%395,961CommonNONE
78464A474SPSBSPDR SERIES TRUST$59.9M0.07%1,990,622CommonNONE
654106103NKENIKE INC$59.7M0.07%1,129,499CommonNONE
911312106UPSUNITED PARCEL SVCS INC$59.1M0.07%601,092CommonNONE
78409V104SPGIS&P GLOBAL INC$59.0M0.07%138,756CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$58.8M0.07%131,600CommonNONE
921909768VXUSVANGUARD STAR FDS$57.5M0.07%745,773CommonNONE
46435G417IMTBISHARES TR$57.2M0.07%1,305,450CommonNONE
031100100AMEAMETEK INC$55.4M0.06%258,360CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$55.2M0.06%499,530CommonNONE
48251W104KKRKKR & CO INC$54.3M0.06%586,687CommonNONE
20825C104COPCONOCOPHILLIPS$54.1M0.06%409,704CommonNONE
64110D104NTAPNETAPP INC$53.9M0.06%526,312CommonNONE
45409B560HFXINEW YORK LIFE INVESTMENTS ET$53.7M0.06%1,599,300CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$53.4M0.06%854,684CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$53.3M0.06%1,181,696CommonNONE
254687106DISDISNEY WALT CO$53.2M0.06%552,243CommonNONE
09260D107BXBLACKSTONE INC$53.0M0.06%461,328CommonNONE
316092360FFLCFIDELITY COVINGTON TRUST$52.7M0.06%1,026,985CommonNONE
717081103PFEPFIZER INC$52.3M0.06%1,862,314CommonNONE
464288356CMFISHARES TR$52.2M0.06%918,584CommonNONE
097023105BABOEING CO$52.1M0.06%261,967CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$51.9M0.06%1,372,882CommonNONE
464287101OEFISHARES TR$51.7M0.06%162,861CommonNONE
46434V456IQLTISHARES TR$51.1M0.06%1,106,057CommonNONE
97717X669DGRWWISDOMTREE TR$51.1M0.06%581,216CommonNONE
452308109ITWILLINOIS TOOL WKS INC$51.0M0.06%195,994CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$51.0M0.06%464,754CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$50.7M0.06%843,402CommonNONE
69331C108PCGPG&E CORP$50.4M0.06%2,869,607CommonNONE
808524706SCHESCHWAB STRATEGIC TR$50.3M0.06%1,525,115CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$50.1M0.06%2,156,252CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$49.7M0.06%600,537CommonNONE
92537N108VRTVERTIV HOLDINGS CO$49.6M0.06%197,858CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$49.4M0.06%1,389,763CommonNONE
46434V878ICSHISHARES TR$49.1M0.06%970,635CommonNONE
958102105WDCWESTERN DIGITAL CORP$48.8M0.06%180,497CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$48.6M0.06%1,321,475CommonNONE
125523100CITHE CIGNA GROUP$47.7M0.06%178,828CommonNONE
871829107SYYSYSCO CORP$47.6M0.06%667,079CommonNONE
922908652VXFVANGUARD INDEX FDS$47.5M0.06%230,938CommonNONE
281020107EIXEDISON INTL$47.2M0.06%645,537CommonNONE
704326107PAYXPAYCHEX INC$47.0M0.05%510,693CommonNONE
855244109SBUXSTARBUCKS CORP$47.0M0.05%524,764CommonNONE
696930205PSQAPALMER SQUARE FUNDS TR$46.9M0.05%2,293,038CommonNONE
744320102PRUPRUDENTIAL FINL INC$46.8M0.05%478,636CommonNONE
872590104TMUST-MOBILE US INC$46.7M0.05%222,293CommonNONE
571903202MARMARRIOTT INTL INC NEW$46.5M0.05%142,270CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$46.4M0.05%1,343,643CommonNONE
72201R775BONDPIMCO ETF TR$46.4M0.05%502,485CommonNONE
37954Y673PAVEGLOBAL X FDS$46.3M0.05%911,557CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$46.3M0.05%945,862CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$46.0M0.05%646,339CommonNONE
40412C101HCAHCA HEALTHCARE INC$45.8M0.05%96,689CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$45.3M0.05%887,995CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$45.0M0.05%852,136CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$44.9M0.05%41,163CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$44.7M0.05%594,702CommonNONE
78464A763SDYSPDR SERIES TRUST$44.4M0.05%304,381CommonNONE
922908538VOTVANGUARD INDEX FDS$44.0M0.05%170,872CommonNONE
842587107SOSOUTHERN CO$43.8M0.05%454,160CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$43.6M0.05%265,684CommonNONE
833445109SNOWSNOWFLAKE INC$43.1M0.05%285,485CommonNONE
929160109VMCVULCAN MATLS CO$43.0M0.05%158,102CommonNONE
91913Y100VLOVALERO ENERGY CORP$42.8M0.05%173,224CommonNONE
464287473IWSISHARES TR$42.6M0.05%293,064CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$42.3M0.05%723,029CommonNONE
969457100WMBWILLIAMS COS INC$42.1M0.05%578,648CommonNONE
464288885EFGISHARES TR$41.9M0.05%376,474CommonNONE
37045V100GMGENERAL MTRS CO$41.5M0.05%556,802CommonNONE
92189F676SMHVANECK ETF TRUST$41.2M0.05%107,566CommonNONE
009066101ABNBAIRBNB INC$41.0M0.05%324,379CommonNONE
G87110105FTITECHNIPFMC PLC$40.9M0.05%591,626CommonNONE
35671D857FCXFREEPORT MCMORAN INC$40.8M0.05%694,965CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$40.6M0.05%1,135,924CommonNONE
464288570DSIISHARES TR$40.6M0.05%334,677CommonNONE
00724F101ADBEADOBE INC$40.4M0.05%166,209CommonNONE
902973304USBUS BANCORP$40.0M0.05%768,491CommonNONE
78467X109DIASTATE STR SPDR DOW JONES IND$39.5M0.05%85,310CommonNONE
609207105MDLZMONDELEZ INTL INC$39.2M0.05%679,922CommonNONE
14040H105COFCAPITAL ONE FINL CORP$39.1M0.05%214,444CommonNONE
15101Q207CLSCELESTICA INC$38.3M0.04%136,093CommonNONE
G87052109TELTE CONNECTIVITY PLC$38.1M0.04%182,753CommonNONE
29273V100ETENERGY TRANSFER L P$38.1M0.04%1,975,085CommonNONE
464288638IGIBISHARES TR$38.0M0.04%713,905CommonNONE
464288307IMCGISHARES TR$37.6M0.04%477,177CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$37.6M0.04%375,153CommonNONE
518416102RODMLATTICE STRATEGIES TR$37.6M0.04%953,263CommonNONE
46434V803HEFAISHARES TR$37.5M0.04%881,418CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$37.2M0.04%495,702CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$37.0M0.04%627,534CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$37.0M0.04%520,241CommonNONE
66987V109NVSNOVARTIS AG$36.9M0.04%241,552CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$36.6M0.04%951,784CommonNONE
921937827BSVVANGUARD BD INDEX FDS$36.2M0.04%462,288CommonNONE
34959E109FTNTFORTINET INC$36.1M0.04%441,623CommonNONE
319829107FCFFIRST COMWLTH FINL CORP PA$36.0M0.04%2,049,887CommonNONE
674599105OXYOCCIDENTAL PETE CORP$35.9M0.04%552,271CommonNONE
G51502105JCIJOHNSON CONTROLS INTERNATION$35.7M0.04%272,467CommonNONE
82509L107SHOPSHOPIFY INC$35.4M0.04%299,120CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$35.3M0.04%729,224CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$35.0M0.04%1,256,720CommonNONE
72202L371MFDXPIMCO EQUITY SER$34.8M0.04%874,616CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$34.8M0.04%688,034CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$34.8M0.04%119,202CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$34.5M0.04%609,009CommonNONE
464288448IDVISHARES TR$34.4M0.04%809,298CommonNONE
880770102TERTERADYNE INC$34.2M0.04%115,421CommonNONE
464287689IWVISHARES TR$34.0M0.04%91,778CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$34.0M0.04%740,082CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$33.9M0.04%775,906CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$33.9M0.04%582,470CommonNONE
80004C200SNDKSANDISK CORP$33.8M0.04%53,292CommonNONE
29084Q100EMEEMCOR GROUP INC$33.0M0.04%44,645CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$32.9M0.04%352,721CommonNONE
02072L565BOXXEA SERIES TRUST$32.9M0.04%282,725CommonNONE
G6683N103NUNU HLDGS LTD$32.8M0.04%2,279,787CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$32.6M0.04%201,383CommonNONE
064058100BKBANK NEW YORK MELLON CORP$32.5M0.04%274,253CommonNONE
464287606IJKISHARES TR$32.4M0.04%322,074CommonNONE
98149E303GLDMWORLD GOLD TR$32.2M0.04%347,591CommonNONE
03076C106AMPAMERIPRISE FINL INC$32.2M0.04%72,492CommonNONE
15135B101CNCCENTENE CORP DEL$32.1M0.04%979,501CommonNONE
780259305SHELSHELL PLC$31.7M0.04%340,514CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$31.6M0.04%936,326CommonNONE
97717Y527USFRWISDOMTREE TR$31.6M0.04%627,323CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$31.6M0.04%515,290CommonNONE
247361702DALDELTA AIR LINES INC$31.6M0.04%474,847CommonNONE
78464A649SPABSPDR SERIES TRUST$30.9M0.04%1,205,315CommonNONE
615369105MCOMOODYS CORP$30.8M0.04%70,716CommonNONE
04010E109AGXARGAN INC$30.6M0.04%56,265CommonNONE
46435G516ESGDISHARES TR$30.5M0.04%318,634CommonNONE
464287440IEFISHARES TR$30.3M0.04%317,312CommonNONE
464287879IJSISHARES TR$30.2M0.04%255,162CommonNONE
172908105CTASCINTAS CORP$30.1M0.04%178,134CommonNONE
464287630IWNISHARES TR$30.1M0.04%159,270CommonNONE
69702V107PSBDPALMER SQUARE CAPITAL BDC IN$30.1M0.04%3,080,105CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$30.0M0.03%141,468CommonNONE
46434V449IMTMISHARES TR$29.7M0.03%619,464CommonNONE
26875P101EOGEOG RES INC$29.7M0.03%205,465CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$29.7M0.03%106,255CommonNONE
778296103ROSTROSS STORES INC$29.7M0.03%136,939CommonNONE
46434V407SHYGISHARES TR$29.6M0.03%698,802CommonNONE
880881107430TERNS PHARMACEUTICALS INC$29.4M0.03%557,361CommonNONE
45409F827MMITNEW YORK LIFE INVTS ACTIVE E$29.2M0.03%1,212,109CommonNONE
464287457SHYISHARES TR$29.1M0.03%352,696CommonNONE
78464A201SLYGSPDR SERIES TRUST$29.1M0.03%301,371CommonNONE
03831W108APPAPPLOVIN CORP$29.1M0.03%73,164CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$29.1M0.03%486,564CommonNONE
05613H100BKDVBNY MELLON ETF TRUST II$28.5M0.03%960,263CommonNONE
69374H881COWZPACER FDS TR$28.4M0.03%454,459CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$28.3M0.03%475,469CommonNONE
88521L207TMBTHORNBURG ETF TR$28.3M0.03%1,107,840CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$28.3M0.03%350,656CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$28.0M0.03%71,503CommonNONE
922020748VCRBVANGUARD MALVERN FDS$27.8M0.03%359,635CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$27.7M0.03%312,779CommonNONE
701094104PHPARKER-HANNIFIN CORP$27.5M0.03%30,770CommonNONE
92189F643MOATVANECK ETF TRUST$26.9M0.03%278,667CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$26.9M0.03%132,190CommonNONE
97717W547WTVWISDOMTREE TR$26.8M0.03%282,605CommonNONE
89832Q109TFCTRUIST FINL CORP$26.5M0.03%575,847CommonNONE
464287887IJTISHARES TR$26.2M0.03%181,213CommonNONE
78468R853SPSMSPDR SERIES TRUST$26.2M0.03%541,600CommonNONE
78468R770ONEYSPDR SERIES TRUST$26.0M0.03%216,622CommonNONE
46654Q716JBNDJ P MORGAN EXCHANGE TRADED F$26.0M0.03%483,310CommonNONE
464287432TLTISHARES TR$25.9M0.03%298,353CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$25.8M0.03%565,202CommonNONE
25434V765DIHPDIMENSIONAL ETF TRUST$25.7M0.03%798,993CommonNONE
696930106PSQOPALMER SQUARE FUNDS TR$25.7M0.03%1,253,784CommonNONE
464287523SOXXISHARES TR$25.6M0.03%77,891CommonNONE
55261F104MTBM & T BK CORP$25.5M0.03%123,499CommonNONE
053332102AZOAUTOZONE INC$25.5M0.03%7,546CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$25.4M0.03%515,335CommonNONE
90384S303ULTAULTA BEAUTY INC$25.4M0.03%48,557CommonNONE
665859104NTRSNORTHERN TR CORP$25.1M0.03%180,078CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$25.1M0.03%454,410CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$25.0M0.03%296,242CommonNONE
G0403H108AONAON PLC$25.0M0.03%77,401CommonNONE
682680103OKEONEOK INC NEW$25.0M0.03%276,157CommonNONE
78463X855GIISPDR INDEX SHS FDS$24.7M0.03%324,868CommonNONE
171779309CIENCIENA CORP$24.6M0.03%63,434CommonNONE
464287721IYWISHARES TR$24.5M0.03%135,395CommonNONE
216648501COOCOOPER COS INC$24.5M0.03%343,188CommonNONE
46435GAA0IBDRISHARES TR$24.5M0.03%1,012,174CommonNONE
20030N101CMCSACOMCAST CORP NEW$24.3M0.03%847,957CommonNONE
464288802SUSAISHARES TR$24.3M0.03%183,905CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$24.2M0.03%55,820CommonNONE
260557103DOWDOW HLDGS INC$24.1M0.03%579,404CommonNONE
126650100CVSCVS HEALTH CORP$23.9M0.03%332,710CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$23.8M0.03%34,877CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$23.7M0.03%211,168CommonNONE
980745103WWDWOODWARD INC$23.6M0.03%65,981CommonNONE
174610105CFGCITIZENS FINL GROUP INC$23.5M0.03%391,348CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$23.3M0.03%158,822CommonNONE
902494103TSNTYSON FOODS INC$23.3M0.03%362,976CommonNONE
46432F396MTUMISHARES TR$23.2M0.03%96,834CommonNONE
464287705IJJISHARES TR$23.1M0.03%174,235CommonNONE
55024U109LITELUMENTUM HLDGS INC$23.0M0.03%32,780CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$22.7M0.03%1,016,435CommonNONE
46429B267GOVTISHARES TR$22.7M0.03%990,866CommonNONE
23331A109DHID R HORTON INC$22.6M0.03%165,054CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$22.5M0.03%196,050CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$22.5M0.03%467,767CommonNONE
19247G107COHRCOHERENT CORP$22.4M0.03%94,184CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$22.2M0.03%654,649CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$22.2M0.03%112,517CommonNONE
74933W452TBILRBB FD INC$22.1M0.03%444,060CommonNONE
46428Q109SLVISHARES SILVER TR$22.1M0.03%324,022CommonNONE
056752108BIDUBAIDU INC$22.1M0.03%198,070CommonNONE
464288679SHVISHARES TR$22.1M0.03%199,891CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$22.0M0.03%234,493CommonNONE
78463X756EWXSPDR INDEX SHS FDS$21.8M0.03%329,880CommonNONE
25861R105DBNDDOUBLELINE ETF TRUST$21.7M0.03%473,936CommonNONE
760759100RSGREPUBLIC SVCS INC$21.6M0.03%98,781CommonNONE
316092865FUTYFIDELITY COVINGTON TRUST$21.5M0.03%364,705CommonNONE
464288588MBBISHARES TR$21.4M0.03%225,629CommonNONE
092528603BINCBLACKROCK ETF TRUST II$21.3M0.02%411,048CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$21.3M0.02%453,295CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$21.2M0.02%160,869CommonNONE
650111107NYTNEW YORK TIMES CO MTN BE$21.2M0.02%252,871CommonNONE
278865100ECLECOLAB INC$21.2M0.02%79,539CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$21.1M0.02%344,384CommonNONE
45073V108ITTITT INC$21.1M0.02%110,797CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$21.1M0.02%228,520CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$21.0M0.02%329,299CommonNONE
122017106BURLBURLINGTON STORES INC$21.0M0.02%64,434CommonNONE
F92124100TTETOTALENERGIES SE$20.9M0.02%230,000CommonNONE
92204A504VHTVANGUARD WORLD FD$20.8M0.02%76,278CommonNONE
861896108SNEXSTONEX GROUP INC$20.7M0.02%256,666CommonNONE
78464A805SPTMSPDR SERIES TRUST$20.7M0.02%261,458CommonNONE
33829M101FIVEFIVE BELOW INC$20.6M0.02%90,126CommonNONE
194162103CLCOLGATE PALMOLIVE CO$20.5M0.02%240,888CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$20.4M0.02%212,506CommonNONE
92645B103VCTRVICTORY CAP HLDGS INC DEL$20.3M0.02%310,388CommonNONE
78464A672SPTISPDR SERIES TRUST$20.2M0.02%704,182CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$20.2M0.02%493,952CommonNONE
370334104GISGENERAL MILLS INC$20.1M0.02%539,216CommonNONE
921910733ESGVVANGUARD WORLD FD$20.0M0.02%178,322CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$20.0M0.02%68,255CommonNONE
74316P579AKREPROFESIONALLY MANAGED PORTFO$19.8M0.02%374,032CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$19.7M0.02%144,830CommonNONE
464288760ITAISHARES TR$19.6M0.02%89,697CommonNONE
891092108TTCTORO CO$19.6M0.02%209,442CommonNONE
464287242LQDISHARES TR$19.5M0.02%179,052CommonNONE
29250N105ENBENBRIDGE INC$19.5M0.02%359,818CommonNONE
464287648IWOISHARES TR$19.3M0.02%61,656CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$19.2M0.02%116,564CommonNONE
052769106ADSKAUTODESK INC$19.2M0.02%80,310CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$19.2M0.02%39,977CommonNONE
773903109ROKROCKWELL AUTOMATION INC$19.0M0.02%52,930CommonNONE
423452101HPHELMERICH & PAYNE INC$18.9M0.02%525,496CommonNONE
95040Q104WELLWELLTOWER INC$18.9M0.02%95,582CommonNONE
G93A5A101VIKVIKING HOLDINGS LTD$18.9M0.02%256,795CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$18.7M0.02%585,370CommonNONE
78463X475SPGMSPDR INDEX SHS FDS$18.7M0.02%247,259CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$18.6M0.02%167,277CommonNONE
055622104BPBP PLC$18.6M0.02%395,473CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$18.6M0.02%225,114CommonNONE
217204106CPRTCOPART INC$18.2M0.02%549,470CommonNONE
78464A664SPTLSPDR SERIES TRUST$18.2M0.02%693,474CommonNONE
904767803ULUNILEVER PLC$18.2M0.02%319,661CommonNONE
92343E102VRSNVERISIGN INC$18.2M0.02%73,323CommonNONE
09290C780BAIBLACKROCK ETF TRUST$18.2M0.02%551,902CommonNONE
72348N109PNFPPINNACLE FINL PARTNERS INC$18.1M0.02%210,271CommonNONE
72201R585PYLDPIMCO ETF TR$18.1M0.02%689,354CommonNONE
404280406HSBCHSBC HLDGS PLC$18.0M0.02%218,893CommonNONE
78464A847SPMDSPDR SERIES TRUST$18.0M0.02%304,418CommonNONE
406216101HALHALLIBURTON CO$17.9M0.02%459,776CommonNONE

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.