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Institutional

AMERIPRISE FINANCIAL INC (AMP)

CIK 0000820027
$431.76B
Reported AUM
4,012
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · AMERIPRISE FINANCIAL INC (AMP) · Q1 2026

AI · grounded in 13F

AMERIPRISE FINANCIAL INC (AMP) established a new position in ASTRAZENECA PLC valued at $1.13B. The fund also opened a new position in COLUMBIA CORE BOND ETF CRUX worth $709.29M and increased its stake in EOG RESOURCES INC by 76.51%. On the sell side, the fund trimmed its holdings in ISHARES CORE S&P 500 ETF IVV by 20.43% and VISA INC-CLASS A SHARES V by 19.73%.

Portfolio · Q1 2026

NVDA$16.06BAAPL$11.79BMSFT$11.50BGOOGL$9.50BAVGO$8.17BAMZN$6.97BOther$284.03BA(

Top holdings· first 500 of 4012

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORP$16.06B3.72%-2,107,559-2.2%
2AAPLAPPLE INC$11.79B2.73%+894,619+2.0%
3MSFTMICROSOFT CORP$11.50B2.66%-1,726,757-5.3%
4GOOGLALPHABET INC-CL A$9.50B2.20%-1,916,127-5.5%
5AVGOBROADCOM INC$8.17B1.89%+1,553,859+6.3%
6AMZNAMAZON.COM INC$6.97B1.62%-1,816,902-5.1%
7JPMJPMORGAN CHASE & CO$5.03B1.17%-2,249,514-11.6%
8METAMETA PLATFORMS INC-CLASS A$4.53B1.05%+111,448+1.4%
9LRCXLAM RESEARCH CORP$4.44B1.03%-2,462,212-10.6%
10IVVISHARES CORE S&P 500 ETF$4.10B0.95%-1,611,280-20.4%
11CVXCHEVRON CORP$3.55B0.82%-839,623-4.7%
12GOOGALPHABET INC-CL C$3.44B0.80%-535,469-4.3%
13WMTWALMART INC$3.43B0.80%-2,767,627-9.1%
14JNJJOHNSON & JOHNSON$3.37B0.78%+332,966+2.5%
15VVISA INC-CLASS A SHARES$3.33B0.77%-2,706,862-19.7%
16XOMEXXON MOBIL CORP$3.28B0.76%-3,900,633-16.8%
17BEBLOOM ENERGY CORP- A$3.10B0.72%-6,327,776-21.7%
18AMATAPPLIED MATERIALS INC$3.06B0.71%-1,351,228-13.1%
19BACBANK OF AMERICA CORP$2.77B0.64%-7,003,235-11.0%
20LLYELI LILLY & CO$2.74B0.64%+97,128+3.4%
21CSCOCISCO SYSTEMS INC$2.67B0.62%+1,504,768+4.6%
22QQQINVESCO QQQ TRUST SERIES 1$2.52B0.58%-32,037-0.7%
23ABBVABBVIE INC$2.41B0.56%+1,007,672+10.0%
24MSMORGAN STANLEY$2.29B0.53%-265,171-1.9%
25MAMASTERCARD INC - A$2.26B0.52%+362,539+8.7%
26VTVVANGUARD VALUE ETF$2.24B0.52%+222,246+2.0%
27VOOVANGUARD S&P 500 ETF$2.21B0.51%-1,294,320-25.9%
28PGPROCTER & GAMBLE CO/THE$2.12B0.49%-687,024-4.5%
29TJXTJX COMPANIES INC$2.12B0.49%+631,053+5.0%
30MRVLMARVELL TECHNOLOGY INC$2.06B0.48%+3,697,707+21.6%
31COPCONOCOPHILLIPS$2.03B0.47%+1,620,854+11.8%
32MRKMERCK & CO. INC.$1.96B0.45%+288,299+1.8%
33SPYSS SPDR S&P 500 ETF TRUST-US$1.90B0.44%-221,686-7.0%
34TELTE CONNECTIVITY PLC$1.89B0.44%+1,498,221+19.9%
35ADIANALOG DEVICES INC$1.87B0.43%+49,905+0.9%
36WMT2WELLS FARGO & CO$1.87B0.43%-4,215,848-15.2%
37LINLINDE PLC$1.84B0.43%+503,410+15.7%
38IEFISHARES 7-10 YEAR TREASURY B$1.76B0.41%+3,426,784+22.7%
39VUGVANGUARD GROWTH ETF$1.75B0.41%+136,624+3.5%
40NFLXNETFLIX INC$1.74B0.40%+5,687,189+45.9%
41CBCHUBB LTD$1.73B0.40%+286,152+5.7%
42BKBANK OF NEW YORK MELLON CORP$1.72B0.40%+168,691+1.2%
43WMWASTE MANAGEMENT INC$1.71B0.40%+743,548+11.1%
44GDGENERAL DYNAMICS CORP$1.63B0.38%+78,986+1.7%
45VLOVALERO ENERGY CORP$1.62B0.37%+917,456+16.3%
46BMYBRISTOL-MYERS SQUIBB CO$1.61B0.37%-1,587,938-5.7%
47PHPARKER HANNIFIN CORP$1.60B0.37%-352,464-16.4%
48TSLATESLA INC$1.59B0.37%-594,354-12.2%
49HDHOME DEPOT INC$1.58B0.37%+23,174+0.5%
50WDCWESTERN DIGITAL CORP$1.56B0.36%-2,747,292-32.2%
51BRK/BBERKSHIRE HATHAWAY INC-CL B$1.56B0.36%+1,393,849+75.0%
52TAT&T INC$1.54B0.36%+636,967+1.2%
53TSMTAIWAN SEMICONDUCTOR-SP ADR$1.54B0.36%+280,238+6.5%
54BLKBLACKROCK INC$1.54B0.36%-58,566-3.5%
55EOGEOG RESOURCES INC$1.53B0.36%+4,577,914+76.5%
56CRMSALESFORCE INC$1.49B0.35%-874,736-9.9%
57AGGISHARES CORE U.S. AGGREGATE$1.45B0.34%-188,653-1.3%
58ABTABBOTT LABORATORIES$1.45B0.33%+942,287+7.2%
59COSTCOSTCO WHOLESALE CORP$1.44B0.33%-98,874-6.4%
60EBAYEBAY INC$1.42B0.33%+3,038,187+24.2%
61MOALTRIA GROUP INC$1.42B0.33%-295,271-1.4%
62DISWALT DISNEY CO/THE$1.40B0.32%-3,213,390-18.1%
63KOCOCA-COLA CO/THE$1.40B0.32%-435,843-2.3%
64IEFAISHARES CORE MSCI EAFE ETF$1.40B0.32%+1,963,442+14.6%
65HONHONEYWELL INTERNATIONAL INC$1.36B0.31%-328,338-5.2%
66MCDMCDONALD'S CORP$1.35B0.31%-389-0.0%
67ETRENTERGY CORP$1.35B0.31%-1,555,570-11.5%
68XLKSS TECHNOLOGY SELECT SECTOR$1.34B0.31%-989,504-9.3%
69GSGOLDMAN SACHS GROUP INC$1.33B0.31%-233,417-13.0%
70PMPHILIP MORRIS INTERNATIONAL$1.32B0.31%+1,790,679+29.0%
71CCITIGROUP INC$1.32B0.31%-1,759,635-13.1%
72KLACKLA CORP$1.31B0.30%-32,033-3.5%
73VZVERIZON COMMUNICATIONS INC$1.30B0.30%+248,702+1.0%
74PEPPEPSICO INC$1.29B0.30%+1,139,853+16.0%
75UNPUNION PACIFIC CORP$1.25B0.29%+25,779+0.5%
76MBBISHARES MBS ETF$1.25B0.29%-1,461,155-10.0%
77ANETARISTA NETWORKS INC$1.23B0.28%+209,246+2.1%
78CMCSACOMCAST CORP-CLASS A$1.22B0.28%+4,280,158+11.2%
79TXNTEXAS INSTRUMENTS INC$1.20B0.28%+94,571+1.6%
80AEPAMERICAN ELECTRIC POWER$1.19B0.28%+1,012,588+12.6%
81VRTXVERTEX PHARMACEUTICALS INC$1.18B0.27%+369,749+16.3%
82IBMINTL BUSINESS MACHINES CORP$1.16B0.27%-796,056-14.3%
83MSIMOTOROLA SOLUTIONS INC$1.14B0.26%+579,524+28.5%
84AZNASTRAZENECA PLC$1.13B0.26%+5,747,087NEW
85MUMICRON TECHNOLOGY INC$1.11B0.26%+1,672,011+103.3%
86CMECME GROUP INC$1.10B0.26%+18,872+0.5%
87IDEVISHARES CORE MSCI DEV MKTS$1.10B0.25%+4,796,576+57.5%
88EQIXEQUINIX INC$1.09B0.25%+320,419+40.6%
89CSXCSX CORP$1.07B0.25%+3,730,013+16.7%
90TTTRANE TECHNOLOGIES PLC$1.05B0.24%+88,496+3.6%
91PANWPALO ALTO NETWORKS INC$1.04B0.24%+1,222,122+23.2%
92QUALISHARES MSCI USA QUALITY FAC$1.04B0.24%+1,466,964+37.1%
93MDTMEDTRONIC PLC$1.04B0.24%-15,355-0.1%
94ETNEATON CORP PLC$1.03B0.24%+620,610+27.5%
95BABOEING CO/THE$1.03B0.24%+363,583+7.6%
96GILDGILEAD SCIENCES INC$1.02B0.24%-513,188-6.6%
97SPYGSS SPDR P S&P 500 GROWTH ETF$1.00B0.23%-53,128-0.5%
98ORCLORACLE CORP$982.9M0.23%-272,185-3.9%
99AXPAMERICAN EXPRESS CO$977.0M0.23%-819,128-20.3%
100GLWCORNING INC$957.0M0.22%-3,023,283-30.3%
101USIGISHARES BROAD USD INVESTMENT$955.2M0.22%+2,128,050+13.3%
102VCITVANGUARD INT-TERM CORPORATE$954.4M0.22%+4,431,074+62.5%
103MRSHMARSH & MCLENNAN COS$951.6M0.22%+697,729+14.6%
104UNHUNITEDHEALTH GROUP INC$946.9M0.22%-65,693-1.8%
105PNCPNC FINANCIAL SERVICES GROUP$938.5M0.22%-229,336-4.8%
106DYNFBLACKROCK US EQY FCTR ROTATE$933.0M0.22%+687,987+4.5%
107VOVANGUARD MID-CAP ETF$924.5M0.21%-190,932-5.6%
108VEAVANGUARD FTSE DEVELOPED ETF$914.1M0.21%+1,698,957+13.5%
109SOSOUTHERN CO/THE$910.5M0.21%-37,136-0.4%
110IVWISHARES S&P 500 GROWTH ETF$906.0M0.21%-495,520-5.8%
111IWYISHARES RUSSELL TOP 200 GROW$881.2M0.20%-2,431-0.1%
112LQDISHR IBX USD INVGD CB ETF-UI$877.1M0.20%+4,409,198+122.7%
113PLDPROLOGIS INC$875.3M0.20%+32,096+0.5%
114TERTERADYNE INC$844.9M0.20%-1,639,780-36.5%
115DTEDTE ENERGY COMPANY$841.6M0.19%+55,265+1.0%
116SCHWSCHWAB (CHARLES) CORP$824.4M0.19%-292,690-3.2%
117TMOTHERMO FISHER SCIENTIFIC INC$821.1M0.19%-14,545-0.9%
118LHXL3HARRIS TECHNOLOGIES INC$797.3M0.18%+478,024+26.1%
119QCOMQUALCOMM INC$775.8M0.18%-3,804,877-38.6%
120TMUST-MOBILE US INC$772.7M0.18%+1,052,388+40.1%
121PLTRPALANTIR TECHNOLOGIES INC-A$758.6M0.18%-168,030-3.1%
122RTXRTX CORP$747.3M0.17%-371,278-8.7%
123CITHE CIGNA GROUP$742.4M0.17%+339,597+13.9%
124RSPINVESCO S&P 500 EQUAL WEIGHT$726.7M0.17%+234,019+6.6%
125VWOVANGUARD FTSE EMERGING MARKE$721.6M0.17%+3,374,570+33.8%
126DBEFXTRACKERS MSCI EAFE HEDGED E$713.9M0.17%+200,252+1.4%
127AMGNAMGEN INC$713.7M0.17%-3,857-0.2%
128CRUXCOLUMBIA CORE BOND ETF$709.3M0.16%+23,603,545NEW
129NEENEXTERA ENERGY INC$702.0M0.16%+164,323+2.2%
130BNDVANGUARD TOTAL BOND MARKET$695.0M0.16%+3,483,360+58.4%
131WELLWELLTOWER INC$694.8M0.16%+844,729+31.1%
132NOCNORTHROP GRUMMAN CORP$691.5M0.16%-41,134-3.9%
133CATCATERPILLAR INC$690.8M0.16%-71,640-6.8%
134AEEAMEREN CORPORATION$689.6M0.16%-78,921-1.2%
135LOWLOWE'S COS INC$679.4M0.16%+220,922+8.3%
136VRTVERTIV HOLDINGS CO-A$669.0M0.15%-315,876-10.6%
137SPHQINVESCO S&P 500 QUALITY ETF$663.4M0.15%+222,789+2.6%
138ITWILLINOIS TOOL WORKS$662.7M0.15%+7,756+0.3%
139SPGIS&P GLOBAL INC$658.9M0.15%-336,951-17.8%
140WECWEC ENERGY GROUP INC$656.5M0.15%+987,183+21.1%
141QQQMINVESCO NASDAQ 100 ETF$655.9M0.15%+270,510+10.9%
142GLDSPDR GOLD SHARES$654.8M0.15%-98,973-6.1%
143EMREMERSON ELECTRIC CO$652.7M0.15%+1,848,714+59.0%
144BKNGBOOKING HOLDINGS INC$650.6M0.15%-15,581-9.2%
145CVSCVS HEALTH CORP$643.1M0.15%+903,330+11.2%
146IWFISHARES RUSSELL 1000 GROWTH$639.7M0.15%+28,824+2.0%
147RDVYFIRST TRUST RISING DIVIDEND$638.4M0.15%+298,548+3.3%
148IVEISHARES S&P 500 VALUE ETF$638.0M0.15%-70,639-2.3%
149AVDEAVANTIS INTERNATIONAL EQUITY$636.5M0.15%+1,347,142+21.9%
150AMDADVANCED MICRO DEVICES$629.7M0.15%-510,927-14.2%
151IAUISHARES GOLD TRUST$618.9M0.14%-271,854-3.7%
152PCGP G & E CORP$615.9M0.14%-915,253-2.5%
153VTIVANGUARD TOTAL STOCK MKT ETF$615.3M0.14%-267,111-12.2%
154NTAPNETAPP INC$614.4M0.14%-217,147-3.5%
155WIXWIX.COM LTD$610.9M0.14%+1,935,563+39.9%
156ISRGINTUITIVE SURGICAL INC$603.6M0.14%-240,007-15.5%
157DGRWWISDOMTREE U.S. QUALITY DIVI$601.0M0.14%-197,642-2.8%
158FCXFREEPORT-MCMORAN INC$594.9M0.14%-886,072-8.0%
159HWMHOWMET AEROSPACE INC$592.4M0.14%-360,902-12.3%
160RECSCOLUMBIA RESEAR ENH COR ETF$587.4M0.14%+1,851,421+14.0%
161IJHISHARES CORE S&P MIDCAP ETF$587.3M0.14%-205,594-2.3%
162ADPAUTOMATIC DATA PROCESSING$576.9M0.13%-1,108,142-28.1%
163DHRDANAHER CORP$576.6M0.13%+814,912+36.6%
164VBVANGUARD SMALL-CAP ETF$575.3M0.13%-201,680-8.4%
165SMTCSEMTECH CORP$572.6M0.13%-101,872-1.3%
166AMTAMERICAN TOWER CORP$571.2M0.13%-729,744-18.1%
167NOWSERVICENOW INC$570.1M0.13%+337,029+6.6%
168ADBEADOBE INC$568.8M0.13%+36,980+1.6%
169UBERUBER TECHNOLOGIES INC$563.2M0.13%-2,070,970-20.9%
170HPEHEWLETT PACKARD ENTERPRISE$555.4M0.13%-519,703-2.2%
171IEMGISHARES CORE MSCI EMERGING$552.6M0.13%+1,169,874+17.3%
172IGSBISHARES 1-5Y INV GRADE CORP$550.5M0.13%-2,752,960-20.9%
173TPRTAPESTRY INC$549.8M0.13%+31,070+0.8%
174PFEPFIZER INC$548.1M0.13%+1,127,951+6.1%
175VYMVANGUARD HIGH DVD YIELD ETF$543.4M0.13%-519,970-12.4%
176MPCMARATHON PETROLEUM CORP$543.1M0.13%-24,769-1.1%
177XLFSS FINANCIAL SELECT SECTOR$535.9M0.12%-1,979,696-17.5%
178IUSBISHR CR UNVRSE USD BD ETF-UI$533.1M0.12%+429,310+3.9%
179FTITECHNIPFMC PLC$533.0M0.12%-4,301,351-35.8%
180INTUINTUIT INC$529.1M0.12%-400,558-24.7%
181SHYISHARES 1-3 YEAR TREASURY BO$528.9M0.12%+1,608,875+33.5%
182SYNASYNAPTICS INC$528.6M0.12%+526,461+7.5%
183IJRISHARES CORE S&P SMALL-CAP E$528.5M0.12%-293,866-6.5%
184GPNGLOBAL PAYMENTS INC$526.8M0.12%+507,192+6.9%
185SNPSSYNOPSYS INC$526.4M0.12%-341,553-20.5%
186VIGVANGUARD DIVIDEND APPREC ETF$526.2M0.12%-171,474-6.6%
187GDDYGODADDY INC - CLASS A$520.6M0.12%+2,388,459+61.1%
188FDXFEDEX CORP$512.6M0.12%+18,093+1.3%
189EPAMEPAM SYSTEMS INC$512.3M0.12%+1,421,048+60.2%
190EFVISHARES MSCI EAFE VALUE ETF$511.9M0.12%+1,801,094+35.4%
191STZCONSTELLATION BRANDS INC-A$511.2M0.12%+514,068+17.8%
192NXPINXP SEMICONDUCTORS NV$507.4M0.12%-237,214-8.4%
193NEMNEWMONT CORP$503.4M0.12%-447,703-8.8%
194INSMINSMED INC$500.0M0.12%+1,088,861+55.3%
195MCKMCKESSON CORP$498.4M0.12%+204+0.0%
196GEVGE VERNOVA INC$497.8M0.12%+38,649+7.3%
197LYFTLYFT INC-A$485.2M0.11%+3,721,876+11.4%
198DGROISHARES CORE DIVIDEND GROWTH$481.3M0.11%-90,119-1.3%
199SCHGSCHWAB US LARGE-CAP GROWTH$478.6M0.11%-1,179,221-6.7%
200METMETLIFE INC$478.1M0.11%-189,494-2.7%
201ACNACCENTURE PLC-CL A$471.3M0.11%-78,534-3.2%
202GMGENERAL MOTORS CO$466.3M0.11%-499,406-7.4%
203AESAES CORP$466.0M0.11%-1,497,765-4.3%
204SYKSTRYKER CORP$461.1M0.11%+62,485+4.6%
205VGTVANGUARD INFO TECH ETF$460.2M0.11%-27,047-3.9%
206EXPEEXPEDIA GROUP INC$458.4M0.11%+497,758+33.5%
207DELLDELL TECHNOLOGIES -C$455.9M0.11%-252,869-8.3%
208NDAQNASDAQ INC$454.6M0.11%-330,176-5.8%
209RWLINVESCO S&P 500 REVENUE ETF$454.3M0.11%+181,051+4.8%
210COFCAPITAL ONE FINANCIAL CORP$451.4M0.10%+1,414,500+133.8%
211CRWDCROWDSTRIKE HOLDINGS INC - A$451.2M0.10%+67,223+6.2%
212CLCOLGATE-PALMOLIVE CO$443.3M0.10%+2,153,148+70.7%
213SBUXSTARBUCKS CORP$441.9M0.10%-196,261-3.8%
214MELIMERCADOLIBRE INC$441.0M0.10%-14,137-5.2%
215SJNKSS SPDR BB ST HI YIELD ETF$440.4M0.10%+175,451+1.0%
216FMDEFIDELITY ENH MID CAP ETF$438.5M0.10%+2,727,043+28.8%
217VONGVANGUARD RUSSELL 1000 GROWTH$435.8M0.10%-378-0.0%
218WMBWILLIAMS COS INC$434.8M0.10%-2,428,797-28.9%
219ALLALLSTATE CORP$432.0M0.10%+11,412+0.6%
220AIGAMERICAN INTERNATIONAL GROUP$428.3M0.10%+160,022+2.9%
221AEISADVANCED ENERGY INDUSTRIES$422.9M0.10%-331,595-20.2%
222AVEMAVANTIS EMERGING MARKETS EQ$421.4M0.10%+2,358,129+82.1%
223TTWOTAKE-TWO INTERACTIVE SOFTWRE$420.2M0.10%+20,544+1.0%
224BINCISHARES FLEX I A ETF-USD INC$419.0M0.10%-94,314-1.2%
225SPYVSS SPDR P S&P 500 VALUE ETF$414.3M0.10%-998,637-12.0%
226XYZBLOCK INC$413.3M0.10%+492,750+7.7%
227PKGPACKAGING CORP OF AMERICA$411.9M0.10%-8,203-0.4%
228XLVSS HEALTH CARE SELECT SECTOR$410.9M0.10%-120,913-4.2%
229MTCHMATCH GROUP INC$407.6M0.09%+2,259,643+20.5%
230XLCSS COMM SELECT SECTOR SPDR$406.3M0.09%-477,989-12.2%
231CFCF INDUSTRIES HOLDINGS INC$406.2M0.09%-173,532-5.3%
232XLESS ENERGY SELECT SECTOR$403.7M0.09%+992,087+17.8%
233ONON SEMICONDUCTOR$399.6M0.09%+319,395+5.2%
234USBUS BANCORP$396.0M0.09%+2,456,023+47.6%
235JGROJPMORGAN ACTIVE GROWTH ETF$394.5M0.09%+28,394+0.6%
236XLISS INDUSTRIAL SELECT SECTOR$394.4M0.09%-475,665-15.9%
237SPYMSTE STR SPDR PT S&P 500 ETF$391.4M0.09%-328,922-6.0%
238PEGPUBLIC SERVICE ENTERPRISE GP$385.4M0.09%-170,736-3.5%
239VGLTVANGUARD LONG-TERM TREASURY$383.3M0.09%+122,050+1.8%
240ROSTROSS STORES INC$383.3M0.09%+1,083,503+158.0%
241CTASCINTAS CORP$382.9M0.09%+83,322+3.8%
242CMSCMS ENERGY CORP$382.7M0.09%+32,112+0.7%
243IWMISHARES RUSSELL 2000 ETF$380.6M0.09%+160,386+11.7%
244VXUSVANGUARD TOTAL INTL STOCK$380.3M0.09%+51,386+1.1%
245HLTHILTON WORLDWIDE HOLDINGS IN$376.9M0.09%-168,918-12.0%
246GENGEN DIGITAL INC$375.7M0.09%-2,913,709-12.7%
247LUVSOUTHWEST AIRLINES CO$375.1M0.09%+239,805+2.5%
248EFAISHARES MSCI EAFE ETF$374.2M0.09%+1,084,675+39.2%
249LMTLOCKHEED MARTIN CORP$363.9M0.08%-23,161-3.7%
250SCHOSCHWAB SHORT-TERM US TREAS$363.2M0.08%-3,549,871-18.7%
251CHKPCHECK POINT SOFTWARE TECH$361.7M0.08%+141,096+5.9%
252PRFINVESCO RAFI US 1000 ETF$360.7M0.08%-122,366-1.6%
253ASMLASML HOLDING NV-NY REG SHS$353.7M0.08%+3,787+1.4%
254KEYSKEYSIGHT TECHNOLOGIES IN$352.2M0.08%+791,800+173.8%
255ADEAADEIA INC$349.9M0.08%-430,186-2.9%
256BSXBOSTON SCIENTIFIC CORP$349.4M0.08%-857,645-13.3%
257AONAON PLC-CLASS A$348.8M0.08%-27,542-2.5%
258SMHVANECK SEMICONDUCTOR ETF$345.3M0.08%+463,599+105.8%
259XLUST SR UTL SL SE SPDR ETF-USD$345.2M0.08%+466,347+7.1%
260SWSMURFIT WESTROCK PLC$342.5M0.08%-79,630-0.9%
261PINSPINTEREST INC- CLASS A$341.5M0.08%-942,250-4.8%
262ICEINTERCONTINENTAL EXCHANGE IN$337.8M0.08%-127,187-5.6%
263IEIISHARES 3-7 YEAR TREASURY BO$337.2M0.08%+119,603+4.4%
264SCHRSCHWAB INTERMEDIATE-TERM US$333.3M0.08%-471,948-3.4%
265IWPISHARES RUSSELL MID-CAP GROW$332.8M0.08%-181,713-6.5%
266CNCCENTENE CORP$331.6M0.08%+3,017,914+42.4%
267MGVVANGUARD MEGA CAP VALUE ETF$330.4M0.08%+56,737+2.6%
268PSAPUBLIC STORAGE$330.0M0.08%+37,709+3.2%
269JHMMJOHN HANCOCK MULTI FACT MID$330.0M0.08%+182,754+3.9%
270SYFSYNCHRONY FINANCIAL$329.1M0.08%-515,265-9.6%
271VGITVANGUARD INTERMEDIATE-TERM T$328.4M0.08%-2,357,406-29.8%
272MTUMISHARES MSCI USA MOMENTUM FA$328.2M0.08%-7,841-0.6%
273AVYAVERY DENNISON CORP$328.0M0.08%+12,477+0.7%
274CAHCARDINAL HEALTH INC$325.4M0.08%+721,151+88.1%
275BIVVANGUARD INTERMEDIATE-TERM B$324.3M0.08%-10,767-0.3%
276BBARRICK MINING CORP$323.9M0.08%+417,388+5.6%
277FLOTISHARES FLOATING RATE BOND E$320.0M0.07%+4,215,550+204.2%
278KRKROGER CO$316.6M0.07%+867,701+24.8%
279JBNDJPMORGAN ACTIVE BOND ETF$312.9M0.07%+2,005,676+52.7%
280AVLVAVANTIS US LARGE CAP VALUE$311.7M0.07%-74,396-1.9%
281BAIISHRS AI IN AND TECH ACT ETF$311.2M0.07%+2,600,460+38.0%
282EMXCISHARES MSCI EMR MRK EX CHNA$310.6M0.07%+524,844+15.3%
283XLYSS CONSUMER DISC SELECT SECT$307.8M0.07%-1,210,269-32.3%
284RCLROYAL CARIBBEAN CRUISES LTD$306.7M0.07%+305,384+37.8%
285BRBROADRIDGE FINANCIAL SOLUTIO$304.8M0.07%+73,379+4.1%
286JAZZJAZZ PHARMACEUTICALS PLC$304.1M0.07%+87,386+5.7%
287GEGENERAL ELECTRIC$302.0M0.07%-122,044-10.3%
288EVTREATON VANCE TOTAL RETURN$299.7M0.07%+901,781+18.0%
289IWRISHARES RUSSELL MID-CAP ETF$293.5M0.07%+192,109+6.8%
290GAPGAP INC/THE$293.3M0.07%+3,416,484+39.3%
291MGKVANGUARD MEGA CAP GROWTH ETF$292.8M0.07%+35,242+4.6%
292NUNU HOLDINGS LTD/CAYMAN ISL-A$292.7M0.07%-543,929-2.6%
293SHOPSHOPIFY INC - CLASS A$292.3M0.07%+322,000+15.2%
294ABNBAIRBNB INC-CLASS A$292.0M0.07%+185,450+8.7%
295SNASNAP-ON INC$291.3M0.07%-10,421-1.3%
296SWKSTANLEY BLACK & DECKER INC$284.6M0.07%-25,700-0.6%
297THCTENET HEALTHCARE CORP$281.6M0.07%-246,839-14.2%
298DRIDARDEN RESTAURANTS INC$279.0M0.06%+1,000,716+238.4%
299IQVIQVIA HOLDINGS INC$277.0M0.06%+1,132,167+230.0%
300PRMBPRIMO BRANDS CORP$275.4M0.06%+1,509,194+11.5%
301AVUVAVANTIS US SMALL CAP VALUE$274.0M0.06%+402,128+19.4%
302ITOTISHARES CORE S&P TOTAL U.S.$273.4M0.06%-151,134-7.3%
303JEPQJPM NASDAQ EQUITY PREMIUM$272.9M0.06%-123,634-2.5%
304SGOVISHARES 0-3 MONTH TREASURY B$272.5M0.06%+1,360,553+67.4%
305VTRSVIATRIS INC$270.4M0.06%-6,830,423-25.4%
306BILSS SPDR BB 1-3M T-BILL ETF$269.2M0.06%+1,468,909+100.0%
307VONEVANGUARD RUSSELL 1000$268.7M0.06%+102,153+12.6%
308CARRCARRIER GLOBAL CORP$267.8M0.06%+1,452,750+44.0%
309PNRPENTAIR PLC$267.5M0.06%-8,779-0.3%
310DALDELTA AIR LINES INC$266.6M0.06%+1,124,327+39.0%
311DXCMDEXCOM INC$266.3M0.06%+2,112,533+99.3%
312AVBAVALONBAY COMMUNITIES INC$265.8M0.06%-45,629-2.7%
313EIXEDISON INTERNATIONAL$265.4M0.06%-143,745-3.8%
314FDLFIRST TRUST MORN DVD LEAD IN$265.2M0.06%-748,530-12.5%
315COHRCOHERENT CORP$263.1M0.06%-162,394-12.8%
316FERGFERGUSON ENTERPRISES INC$262.4M0.06%+847,985+305.9%
317TLTISHARES 20 YEAR TREASURY BD$258.2M0.06%+357,257+14.0%
318XLPSS CONSUMER STAPLES SEL SECT$257.5M0.06%-226,829-6.6%
319IWDISHARES RUSSELL 1000 VALUE E$254.8M0.06%-205,881-14.7%
320VVVANGUARD LARGE-CAP ETF$252.4M0.06%+38,772+4.8%
321GLDMSPDR GOLD MINISHARES TRUST$252.4M0.06%-156,781-5.5%
322SPGSIMON PROPERTY GROUP INC$252.1M0.06%-368,326-21.3%
323AWKAMERICAN WATER WORKS CO INC$251.3M0.06%-68,241-3.7%
324REGNREGENERON PHARMACEUTICALS$247.1M0.06%+27,758+9.5%
325MDLZMONDELEZ INTERNATIONAL INC-A$246.9M0.06%-10,846,533-71.7%
326APHAMPHENOL CORP-CL A$243.6M0.06%+140,037+7.8%
327TLHISHARES 10-20 YEAR TREASURY$243.3M0.06%-809,791-25.3%
328SCHDSCHWAB US DVD EQUITY ETF$242.2M0.06%-704,032-8.2%
329EMEEMCOR GROUP INC$242.1M0.06%-119,633-26.7%
330APTVAPTIV PLC$238.9M0.06%-933,899-21.3%
331VMBSVANGUARD MORTGAGE-BACKED SEC$238.2M0.06%+138,647+2.8%
332DEDEERE & CO$237.7M0.06%-12,705-2.9%
333EQTEQT CORP$233.9M0.05%-78,211-2.1%
334SPBOSS SPDR P CORP BOND ETF$233.3M0.05%+9,949+0.1%
335FENIFIDELITY ENHANCED INTL ETF$232.4M0.05%+2,801,493+81.4%
336PCARPACCAR INC$230.3M0.05%+181,452+10.0%
337ECLECOLAB INC$229.9M0.05%-60,392-6.5%
338FESMFIDELITY ENH SM CAP ETF$229.2M0.05%+1,937,952+47.3%
339AERAERCAP HOLDINGS NV$227.9M0.05%-248,966-13.0%
340LITELUMENTUM HOLDINGS INC$227.7M0.05%-133,138-29.1%
341FNDXSCHWAB FNDMNTL US LRG CO ETF$227.4M0.05%-323,515-3.8%
342KRMNKARMAN HOLDINGS INC$226.8M0.05%+2,207,224+352.8%
343USMVISHARES MSCI USA MIN VOL FAC$226.6M0.05%-364,649-13.0%
344FFIVF5 INC$226.1M0.05%+586,934+301.6%
345DIASS SPDR DOW JONES INDUS AVG$223.8M0.05%-35,791-6.9%
346VCSHVANGUARD S/T CORP BOND ETF$221.9M0.05%+121,527+4.6%
347STTSTATE STREET CORP$221.1M0.05%-52,451-2.9%
348DVNDEVON ENERGY CORP$220.8M0.05%+972,742+28.5%
349VYMIVANGUARD INT HIGH DVD YLD IN$219.5M0.05%+547,268+30.7%
350SPTISS SPDR P INT TERM TSY ETF$218.8M0.05%+799,805+11.7%
351QUREQUANTA SERVICES INC$215.1M0.05%-3,090-0.8%
352SPSMSS SPDR P S&P 600 SMALL CAP$215.0M0.05%+651,091+17.1%
353DASHDOORDASH INC - A$213.9M0.05%-397,425-21.8%
354PHMPULTEGROUP INC$213.2M0.05%+184,397+11.3%
355RNGRINGCENTRAL INC-CLASS A$208.5M0.05%-840,042-13.0%
356SAPSAP SE-SPONSORED ADR$207.8M0.05%-45,643-3.7%
357JJACOBS SOLUTIONS INC$207.8M0.05%-68,973-4.1%
358SPHYSS SPDR P HIGH YIELD ETF$207.4M0.05%+409,210+4.8%
359WATWATERS CORP$207.2M0.05%+605,411+670.9%
360CMICUMMINS INC$205.7M0.05%-686,669-64.2%
361ITAISHARES U.S. AEROSPACE & DEF$204.8M0.05%+170,797+22.1%
362FIXCOMFORT SYSTEMS USA INC$203.1M0.05%+31,318+27.0%
363ASNDUSDASCENDIS PHARMA A/S - ADR$203.1M0.05%+337,489+61.3%
364CEGCONSTELLATION ENERGY$201.8M0.05%+76,364+11.7%
365JAAAJANUS HENDERSON AAA CLO ETF$201.7M0.05%+849,886+26.9%
366RACEFERRARI NV$201.4M0.05%+20,888+3.7%
367VOYAVOYA FINANCIAL INC$201.2M0.05%+232,173+8.6%
368ADSKAUTODESK INC$199.1M0.05%+316,456+61.4%
369SPYDSS SPDR P S&P 500 HI DIV ETF$198.3M0.05%+46,823+1.1%
370ORLYO'REILLY AUTOMOTIVE INC$197.1M0.05%-430,313-16.8%
371SDYSS SPDR S&P DIVIDEND ETF$196.8M0.05%-202,576-13.2%
372JAVAJPMORGAN ACTIVE VALUE ETF$196.6M0.05%+105,400+4.0%
373IFFINTL FLAVORS & FRAGRANCES$194.7M0.05%+811,855+43.4%
374USFRWISDOMTREE FLOATING RATE TRE$193.1M0.04%+633,903+19.8%
375RSGREPUBLIC SERVICES INC$191.8M0.04%-84,804-8.8%
376COWZPACER US CASH COWS 100 ETF$191.7M0.04%-398,145-11.5%
377CRLCHARLES RIVER LABORATORIES$191.4M0.04%-274,996-19.9%
378DOCUDOCUSIGN INC$191.4M0.04%+1,459,925+56.7%
379PAYXPAYCHEX INC$190.7M0.04%+83,893+4.3%
380HCAHCA HEALTHCARE INC$190.6M0.04%+56,349+16.3%
381ZTSZOETIS INC$190.5M0.04%-326,297-16.8%
382IRMIRON MOUNTAIN INC$189.1M0.04%+106,602+6.1%
383USFDUS FOODS HOLDING CORP$187.7M0.04%+523,502+34.6%
384TGTTARGET CORP$187.7M0.04%-135,495-8.0%
385VGSHVANGUARD SHORT-TERM TREASURY$187.0M0.04%-233,766-6.8%
386IGIBISHARES 5-10Y INV GRADE CORP$185.7M0.04%-433,022-11.0%
387BXBLACKSTONE INC$184.9M0.04%+120,357+8.2%
388NRGNRG ENERGY INC$184.4M0.04%+7,322+0.6%
389IXUSISHARES CORE INTL STOCK ETF$184.3M0.04%+67,706+3.3%
390CDNSCADENCE DESIGN SYS INC$183.5M0.04%+67,418+11.4%
391EXCEXELON CORP$182.8M0.04%+388,651+11.6%
392JMTGMORTGAGE-BACKED SECURITIES$182.3M0.04%-1,538,115-30.1%
393HEFAISHA CURR HEDGED MSCI EAFE$181.6M0.04%-631,807-12.9%
394GOVTISHARES US TREASURY BOND ETF$180.2M0.04%+2,952,492+59.6%
395LTHLIFE TIME GROUP HOLDINGS INC$178.1M0.04%+466,481+7.6%
396MUBISHARES NATIONAL MUNI BOND E$177.9M0.04%-546,987-24.6%
397ROKROCKWELL AUTOMATION INC$176.7M0.04%+76,053+18.3%
398CORCENCORA INC$176.1M0.04%-96,450-14.7%
399VTHRVANGUARD RUSSELL 3000$175.6M0.04%+57,873+10.5%
400TKOTKO GROUP HOLDINGS INC$175.1M0.04%-154,897-15.1%
401IWBISHARES RUSSELL 1000 ETF$174.7M0.04%-13,806-2.8%
402IQLTISHARES MSCI INTERNATIONAL Q$174.5M0.04%-8,356,498-68.9%
403CRSCARPENTER TECHNOLOGY$174.2M0.04%-233,955-34.6%
404SBACSBA COMMUNICATIONS CORP$173.9M0.04%-255,085-20.2%
405GKOSGLAUKOS CORP$173.4M0.04%-493,520-23.5%
406IDVISHARES INTERNATIONAL SELECT$173.2M0.04%+28,683+0.7%
407SYYSYSCO CORP$172.3M0.04%+6,395+0.3%
408DLNWISDOMTREE US LARGECAP DIVID$171.5M0.04%+143,330+8.1%
409STXSEAGATE TECHNOLOGY HOLDINGS$171.2M0.04%+25,901+6.3%
410OKTAOKTA INC$168.5M0.04%-1,078,595-33.5%
411TDGTRANSDIGM GROUP INC$166.8M0.04%-7,820-5.2%
412PZAINVESCO NATIONAL AMT-FREE MU$166.7M0.04%+6,434,313+786.9%
413CRHCRH PLC$165.7M0.04%-2,139,316-57.4%
414VOEVANGUARD MID-CAP VALUE ETF$162.7M0.04%-108,674-11.0%
415SITMSITIME CORP$161.3M0.04%+9,216+2.0%
416RBCRBC BEARINGS INC$161.3M0.04%-118,552-28.5%
417TRMBTRIMBLE INC$159.6M0.04%+1,754,813+253.7%
418VTEBVANGUARD TAX-EXEMPT BOND ETF$159.5M0.04%+161,459+5.3%
419FTNTFORTINET INC$159.4M0.04%-2,637,477-57.5%
420IDCCINTERDIGITAL INC$159.2M0.04%+100,007+23.4%
421DGXQUEST DIAGNOSTICS INC$158.3M0.04%-5,977-0.7%
422FTLSFIRST TRUST LONG/SHORT EQTY$158.2M0.04%-84,953-3.6%
423HFXINYLI FTSE INT EQ CUR NEU-USD$157.8M0.04%+900,963+23.7%
424ARGXARGENX SE - ADR$157.7M0.04%+28,771+15.4%
425IRINGERSOLL-RAND INC$157.6M0.04%+113,270+6.1%
426HUBBHUBBELL INC$156.6M0.04%-17,484-5.2%
427XELXCEL ENERGY INC$155.2M0.04%+52,325+2.8%
428UPSUNITED PARCEL SERVICE-CL B$154.5M0.04%+238,846+17.9%
429ITTITT INC$153.9M0.04%+92,185+12.9%
430RVMDREVOLUTION MEDICINES INC$153.6M0.04%-477,064-23.2%
431RLRALPH LAUREN CORP$152.7M0.04%-213,373-32.5%
432FNDFSCHWAB FNDMN INTL LRG CO ETF$152.5M0.04%+519,983+20.0%
433BCSBARCLAYS PLC-SPONS ADR$151.1M0.03%-892,036-11.0%
434BPOPPOPULAR INC$150.9M0.03%+182,932+19.4%
435MCOMOODY'S CORP$150.6M0.03%+48,982+16.5%
436SCHZSCHWAB US AGGREGATE BOND ETF$150.2M0.03%+101,118+1.6%
437PGRPROGRESSIVE CORP$150.2M0.03%+8,982+1.2%
438SMLFISHARES US SMALLCAP EQUITY F$150.0M0.03%-421,736-17.5%
439EXEEXPAND ENERGY CORP$149.3M0.03%-196,807-12.7%
440TIPISHARES TIPS BOND ETF$149.0M0.03%+477,270+54.8%
441MMM3M CO$148.7M0.03%-261,728-20.4%
442JCIJOHNSON CONTROLS INTERNATION$148.4M0.03%-270,116-19.3%
443BRXBRIXMOR PROPERTY GROUP INC$148.3M0.03%+433,770+9.2%
444IWVISHARES RUSSELL 3000 ETF$148.0M0.03%-24,555-5.8%
445SPEMSTATE STREET SP PTF EM ETF$147.7M0.03%-1,009,462-24.4%
446VBKVANGUARD SMALL-CAP GRWTH ETF$147.4M0.03%+73,921+17.9%
447VBRVANGUARD SMALL-CAP VALUE ETF$146.8M0.03%-37,916-5.3%
448ATIATI INC$145.3M0.03%-245,414-19.7%
449IWSISHARES RUSSELL MID-CAP VALU$144.8M0.03%-115,804-10.4%
450TENBTENABLE HOLDINGS INC$143.8M0.03%+1,937,649+29.5%
451JMUBJPMORGAN MUNICIPAL ETF$143.7M0.03%+119,001+4.3%
452ILMNILLUMINA INC$142.5M0.03%-53,114-4.4%
453SPDWSTE STR SPDR PT DW EU ETF$142.4M0.03%+370,130+13.5%
454CACICACI INTERNATIONAL INC -CL A$142.2M0.03%+8,472+3.3%
455MNSTMONSTER BEVERAGE CORP$141.5M0.03%+278,405+16.6%
456BILSSS SPDRB B 3-12M T-BILL ETF$141.3M0.03%+382,710+36.9%
457XYLXYLEM INC$141.3M0.03%-268,552-18.5%
458SLVISHARES SILVER TRUST$141.2M0.03%-609,762-22.7%
459GRIDFIRST TRST NASD CL EDG SGIIF$139.7M0.03%+312,845+57.8%
460BNDXVANGUARD TOTAL INTL BOND ETF$138.9M0.03%+641,792+28.1%
461KMIKINDER MORGAN INC$137.9M0.03%+518,549+14.5%
462AAGILENT TECHNOLOGIES INC$137.3M0.03%-990,681-45.1%
463ECONCOLUMBIA RESEAR ENH EM ECON$137.0M0.03%-118-0.0%
464JPSTJPMORGAN ULTRA-SHORT INCOME$136.8M0.03%-813,724-23.2%
465HUTHUT 8 CORP$136.6M0.03%+812,644+38.7%
466INTCINTEL CORP$136.3M0.03%-41,539-1.3%
467FORMFORMFACTOR INC$136.2M0.03%+88,309+6.7%
468SPOTSPOTIFY TECHNOLOGY SA$135.0M0.03%-165,683-37.3%
469GHGUARDANT HEALTH INC$135.0M0.03%+698,791+91.6%
470HSICHENRY SCHEIN INC$133.7M0.03%-588,724-24.5%
471FANGDIAMONDBACK ENERGY INC$132.7M0.03%-10,711-1.6%
472AXONAXON ENTERPRISE INC$132.4M0.03%+59,961+23.8%
473UCONFIRST TRUST SMITH UNCONSTRAI$132.2M0.03%+505,175+10.5%
474NKENIKE INC -CL B$131.8M0.03%-3,449,233-58.0%
475CGCARLYLE GROUP INC/THE$131.7M0.03%+216,144+8.6%
476SPLVINVESCO S&P 500 LOW VOLATILI$131.4M0.03%+563,426+45.8%
477MPWRMONOLITHIC POWER SYSTEMS INC$130.6M0.03%-14,214-10.6%
478DOCNDIGITALOCEAN HOLDINGS INC$128.5M0.03%+1,214,979+429.3%
479DUKDUKE ENERGY CORP$127.8M0.03%+44,804+4.8%
480VOOGVANGUARD S&P 500 GROWTH ETF$127.3M0.03%+3+0.0%
481PSCPRINCIPAL US SMALL-CAP ETF$126.8M0.03%+406,119+22.5%
482VRSKVERISK ANALYTICS INC$126.2M0.03%-684,049-50.6%
483LNGCHENIERE ENERGY INC$123.9M0.03%+81,024+23.2%
484CASYCASEY'S GENERAL STORES INC$123.2M0.03%-23,266-12.1%
485HYGISHR IBX USD HIYLD CB ETF-UI$123.2M0.03%-77,780-4.8%
486OEFISHARES S&P 100 ETF$122.7M0.03%-227,992-38.3%
487HDVISHARES CORE HIGH DIVIDEND E$122.4M0.03%+163,263+22.1%
488MCMOELIS & CO - CLASS A$122.4M0.03%-530,976-19.8%
489EFGISHARES MSCI EAFE GROWTH ETF$121.7M0.03%+322,751+41.9%
490SNOWSNOWFLAKE INC$121.6M0.03%-149,384-15.6%
491DHIDR HORTON INC$121.1M0.03%-26,092-2.9%
492RYROYAL BANK OF CANADA$121.0M0.03%-39,553-5.2%
493SHVISHARES 0-1 YEAR TREASURY BO$121.0M0.03%+508,522+86.6%
494XMHQINVESCO S&P MIDCAP QUAL ETF$121.0M0.03%-20,012-1.7%
495CAGCONAGRA BRANDS INC$120.7M0.03%-3,169,639-29.2%
496THGHANOVER INSURANCE GROUP INC/$120.4M0.03%+58,612+9.2%
497JBSJBS NV-A$120.4M0.03%-136,124-2.0%
498KNXKNIGHT-SWIFT TRANSPORTATION$120.3M0.03%+1,088,171+108.7%
499SNEXSTONEX GROUP INC$120.0M0.03%+400,533+36.8%
500CIBRFIRST TRUST NASDAQ CYBERSECU$119.4M0.03%+115,139+6.4%

Source: SEC EDGAR · accession 0001193125-26-225866. 13F discloses long positions only — shorts, foreign equities, and options are excluded.