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Institutional

Vestmark Advisory Solutions, Inc.

CIK 0001736982
$9.02B
Reported AUM
1,327
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Vestmark Advisory Solutions, Inc. · Q1 2026

AI · grounded in 13F

Vestmark Advisory Solutions, Inc. established a new position in INMU with a $48.8M investment. The fund also opened a new position in AVLV totaling $44.3M and increased its holdings in VUG by 1,983.4%. On the sell side, the fund closed its position in AZNN, resulting in a $14.9M reduction.

Portfolio · Q1 2026

VTI$258.8MBBUS$210.5MDFAC$195.7MAAPL$155.9MNVDA$134.8MVXUS$134.5MBND$134.4MVOO$129.5MGLD$124.3MMSFT$116.9MOther$6.35BVI

Top holdings· first 500 of 1327

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1VTIVANGUARD INDEX FDS$258.8M2.87%+91,656+12.8%
2BBUSJ P MORGAN EXCHANGE TRADED F$210.5M2.33%+88,176+5.2%
3DFACDIMENSIONAL ETF TRUST$195.7M2.17%+247,918+5.2%
4AAPLAPPLE INC$155.9M1.73%+160,879+35.5%
5NVDANVIDIA CORPORATION$134.8M1.49%+154,390+25.0%
6VXUSVANGUARD STAR FDS$134.5M1.49%-55,423-3.1%
7BNDVANGUARD BD INDEX FDS$134.4M1.49%+38,417+2.1%
8VOOVANGUARD INDEX FDS$129.5M1.44%-94,128-30.3%
9GLDSPDR GOLD TR$124.3M1.38%+86,077+42.4%
10MSFTMICROSOFT CORP$116.9M1.30%+60,569+23.7%
11JCPBJ P MORGAN EXCHANGE TRADED F$110.1M1.22%+275,913+13.4%
12JIREJ P MORGAN EXCHANGE TRADED F$92.1M1.02%-30,855-2.5%
13AMZNAMAZON COM INC$88.3M0.98%+82,028+24.0%
14DGCBDIMENSIONAL ETF TRUST$83.4M0.93%+2,825+0.2%
15GOOGLALPHABET INC$81.6M0.90%+85,430+43.1%
16JBNDJ P MORGAN EXCHANGE TRADED F$80.5M0.89%+88,924+6.3%
17JAVAJ P MORGAN EXCHANGE TRADED F$78.8M0.87%+473,034+75.7%
18VEAVANGUARD TAX-MANAGED FDS$70.6M0.78%+568,339+106.7%
19XOMEXXON MOBIL CORP$68.1M0.76%+107,435+36.5%
20AVGOBROADCOM INC$67.1M0.74%+47,216+27.9%
21VUGVANGUARD INDEX FDS$64.7M0.72%+140,941+1983.4%
22DFICDIMENSIONAL ETF TRUST$61.7M0.68%+494,989+39.9%
23IEMGISHARES INC$57.1M0.63%+61,068+8.1%
24BNDXVANGUARD CHARLOTTE FDS$55.9M0.62%+99,621+9.4%
25AGGISHARES TR$53.0M0.59%+6,943+1.3%
26DFSVDIMENSIONAL ETF TRUST$52.1M0.58%+52,729+3.7%
27RDVYFIRST TR EXCHANGE TRADED FD$50.7M0.56%+699,260+1611.9%
28QQQINVESCO QQQ TR$49.8M0.55%+77,839+924.7%
29BSVVANGUARD BD INDEX FDS$49.7M0.55%+20,485+3.3%
30SPYSTATE STR SPDR S&P 500 ETF T$49.3M0.55%+25,329+50.2%
31JPMJPMORGAN CHASE & CO$49.2M0.55%+56,924+51.6%
32INMUBLACKROCK ETF TRUST II$48.8M0.54%+2,040,791NEW
33DUHPDIMENSIONAL ETF TRUST$48.2M0.53%+66,122+5.3%
34SPABSPDR SERIES TRUST$47.7M0.53%+400,050+27.4%
35LLYELI LILLY & CO$47.4M0.53%+17,781+52.7%
36METAMETA PLATFORMS INC$47.2M0.52%+10,427+14.5%
37DFGPDIMENSIONAL ETF TRUST$46.3M0.51%+16,052+1.9%
38JGLOJ P MORGAN EXCHANGE TRADED F$45.7M0.51%+34,614+5.2%
39VTVVANGUARD INDEX FDS$45.3M0.50%+186,650+421.7%
40AVLVAMERICAN CENTY ETF TR$44.3M0.49%+549,655NEW
41JGROJ P MORGAN EXCHANGE TRADED F$44.3M0.49%-85,804-14.1%
42HDHOME DEPOT INC$44.2M0.49%+96,060+250.7%
43TFISPDR SERIES TRUST$42.8M0.47%+944,563NEW
44AVUSAMERICAN CENTY ETF TR$42.3M0.47%+27,047+7.7%
45SDVYFIRST TR EXCHANGE TRADED FD$40.6M0.45%+1,022,665+14036.0%
46THROBLACKROCK ETF TRUST$40.5M0.45%+1,073,998+2458.9%
47CGHMCAPITAL GRP FIXED INCM ETF T$39.3M0.44%+163,263+11.8%
48EPDENTERPRISE PRODS PARTNERS L$39.0M0.43%+11,434+1.1%
49VOVANGUARD INDEX FDS$36.4M0.40%+31,631+33.2%
50TSLATESLA INC$36.3M0.40%+12,117+14.2%
51DGROISHARES TR$36.3M0.40%-24,490-4.5%
52JNJJOHNSON & JOHNSON$35.8M0.40%+21,641+17.3%
53LSGRNATIXIS ETF TRUST II$35.7M0.40%+906,908NEW
54JEMAJ P MORGAN EXCHANGE TRADED F$35.5M0.39%-33,008-4.6%
55CGMUCAPITAL GRP FIXED INCM ETF T$35.5M0.39%+158,468+13.8%
56VCITVANGUARD SCOTTSDALE FDS$34.7M0.38%+75,928+22.1%
57IEFAISHARES TR$34.6M0.38%-40,483-9.6%
58DFEMDIMENSIONAL ETF TRUST$34.5M0.38%+490,536+96.4%
59VTVANGUARD INTL EQUITY INDEX F$34.0M0.38%+244,373+16680.8%
60DYNFBLACKROCK ETF TRUST$34.0M0.38%+511,209+702.2%
61IVVISHARES TR$33.8M0.37%+13,641+35.8%
62IJRISHARES TR$31.3M0.35%+9,105+3.7%
63QUALISHARES TR$31.0M0.34%+113,494+236.2%
64IVEISHARES TR$28.5M0.32%+6,273+4.9%
65WMTWALMART INC$28.1M0.31%+127,723+129.7%
66ABBVABBVIE INC$27.7M0.31%+30,233+31.1%
67TLTISHARES TR$27.3M0.30%+42,492+15.6%
68BILSPDR SERIES TRUST$27.1M0.30%+93,089+45.9%
69CGGECAPITAL GROUP GLOBAL EQUITY$27.0M0.30%+161,083+22.2%
70BINCBLACKROCK ETF TRUST II$26.8M0.30%+336,588+187.8%
71USFRWISDOMTREE TR$26.6M0.29%+159,985+43.5%
72VVISA INC$26.5M0.29%+15,749+21.9%
73EMXCISHARES INC$26.5M0.29%+32,376+10.7%
74GOOGALPHABET INC$26.1M0.29%+13,463+17.4%
75CGDVCAPITAL GROUP DIVIDEND VALUE$26.0M0.29%+62,404+11.4%
76TSMTAIWAN SEMICONDUCTOR MANUFAC$25.9M0.29%+976+1.3%
77CMCSACOMCAST CORP NEW$25.9M0.29%-35,613-3.8%
78KOCOCA COLA CO$25.6M0.28%+196,814+140.6%
79XLKSELECT SECTOR SPDR TR$25.0M0.28%+89,797+91.3%
80VXFVANGUARD INDEX FDS$25.0M0.28%+114,776+1709.5%
81SCHZSCHWAB STRATEGIC TR$24.7M0.27%+196,231+22.6%
82VIGVANGUARD SPECIALIZED FUNDS$24.6M0.27%+27,742+32.0%
83JEPIJ P MORGAN EXCHANGE TRADED F$24.5M0.27%+393,837+1019.7%
84CGUSCAPITAL GROUP CORE EQUITY ET$24.0M0.27%+113,591+22.3%
85EDOWFIRST TR EXCHANGE-TRADED FD$23.1M0.26%+306,581+116.5%
86CLOABLACKROCK ETF TRUST II$22.8M0.25%+160,168+57.1%
87COSTCOSTCO WHOLESALE CORPORATION$22.6M0.25%+8,674+62.1%
88IJSISHARES TR$22.5M0.25%+15,130+8.7%
89FBNDFIDELITY MERRIMACK STR TR$22.4M0.25%+5,244+1.1%
90HEFAISHARES TR$22.0M0.24%+518,815NEW
91IJHISHARES TR$21.3M0.24%-136,745-30.2%
92ASMLASML HLDG NV$21.1M0.23%-766-4.6%
93BIVVANGUARD BD INDEX FDS$20.8M0.23%+129,552+92.3%
94LMBSFIRST TR EXCHANGE-TRADED FD$20.8M0.23%-143,946-25.7%
95JIVEJ P MORGAN EXCHANGE TRADED F$20.1M0.22%+40,048+20.6%
96SLQDISHARES TR$20.0M0.22%+18,468+4.9%
97JPIEJ P MORGAN EXCHANGE TRADED F$20.0M0.22%-112,182-20.5%
98MBBISHARES TR$20.0M0.22%+125,696+148.2%
99IUSBISHARES TR$20.0M0.22%+342,500+380.5%
100CVXCHEVRON CORPORATION$19.9M0.22%+18,265+23.5%
101CGDGCAPITAL GROUP DIVIDEND GROWE$19.7M0.22%+82,904+17.8%
102SPYMSPDR SERIES TRUST$19.5M0.22%-75,087-22.7%
103GOVTISHARES TR$19.4M0.22%+252,357+42.3%
104IJJISHARES TR$19.3M0.21%+1,955+1.4%
105PGPROCTER & GAMBLE CO$18.5M0.21%+38,006+42.2%
106FDLFIRST TR EXCHANGE-TRADED FD$18.5M0.20%+100,005+37.9%
107DFSDDIMENSIONAL ETF TRUST$18.5M0.20%+26,384+7.3%
108BRK/BBERKSHIRE HATHAWAY INC DEL$18.5M0.20%+13,596+54.5%
109GSGOLDMAN SACHS GROUP INC$18.4M0.20%+3,796+21.1%
110XTENBONDBLOXX ETF TRUST$18.1M0.20%+393,966NEW
111IXUSISHARES TR$18.0M0.20%+7,107+3.5%
112BONDPIMCO ETF TR$18.0M0.20%+8,083+4.3%
113DXJWISDOMTREE TR$17.7M0.20%+916+0.8%
114VWOVANGUARD INTL EQUITY INDEX F$17.3M0.19%+313,762+4524.3%
115IDEVISHARES TR$17.3M0.19%+96,328+87.3%
116NFLXNETFLIX INC.$17.1M0.19%+33,076+22.8%
117SHOPSHOPIFY INC$17.0M0.19%+10,051+7.6%
118FNDFSCHWAB STRATEGIC TR$16.9M0.19%+48,917+16.5%
119FTCSFIRST TR EXCHANGE-TRADED FD$16.8M0.19%-5,127-2.7%
120AZNASTRAZENECA PLC$16.7M0.19%+84,737NEW
121BRK/ABERKSHIRE HATHAWAY INC DEL$16.5M0.18%+1+4.5%
122MUBISHARES TR$16.4M0.18%-13,803-8.2%
123NEENEXTERA ENERGY INC$16.3M0.18%+7,950+4.8%
124BLKBLACKROCK INC$16.2M0.18%+5,443+47.8%
125BALIBLACKROCK ETF TRUST$16.2M0.18%-3,512-0.7%
126WMBWILLIAMS COS INC$16.0M0.18%+8,069+3.8%
127JIGJ P MORGAN EXCHANGE TRADED F$15.8M0.18%+15,533+7.9%
128JHMMJOHN HANCOCK EXCHANGE TRADED$15.7M0.17%+191,739+459.5%
129SHELSHELL PLC$15.6M0.17%+48,460+40.5%
130UTESETFIS SER TR I$15.6M0.17%+195,497NEW
131RTXRTX CORPORATION$15.6M0.17%+20,580+34.1%
132MAMASTERCARD INCORPORATED$15.5M0.17%+1,445+4.9%
133PMPHILIP MORRIS INTL INC$15.4M0.17%+8,178+9.6%
134CSCOCISCO SYS INC$15.3M0.17%+35,090+21.6%
135DISVDIMENSIONAL ETF TRUST$15.3M0.17%+14,710+4.0%
136VBRVANGUARD INDEX FDS$15.3M0.17%+4,602+7.0%
137XLFSELECT SECTOR SPDR TR$15.1M0.17%+140,168+85.1%
138VBVANGUARD INDEX FDS$15.0M0.17%+45,977+402.4%
139DIHPDIMENSIONAL ETF TRUST$15.0M0.17%+19,302+4.3%
140NOBLPROSHARES TR$15.0M0.17%+19,098+15.6%
141PLTRPALANTIR TECHNOLOGIES INC$14.9M0.17%+13,808+15.7%
142HYLSFIRST TR EXCHANGE-TRADED FD$14.8M0.16%-12,120-3.2%
143BAIBLACKROCK ETF TRUST$14.6M0.16%+367,218+492.1%
144SIVRABRDN SILVER ETF TRUST$14.6M0.16%+1,105+0.5%
145DFGXDIMENSIONAL ETF TRUST$14.2M0.16%+20,250+8.1%
146DFCFDIMENSIONAL ETF TRUST$14.2M0.16%+25,661+8.3%
147AMDADVANCED MICRO DEVICES INC$13.7M0.15%+18,173+36.9%
148TJXTJX COS INC NEW$13.6M0.15%+20,963+32.5%
149MCDMCDONALDS CORP$13.5M0.15%+15,709+56.5%
150GTOINVESCO ACTIVELY MANAGED EXC$13.3M0.15%+37,238+15.0%
151SPTLSPDR SERIES TRUST$13.3M0.15%+30,396+6.4%
152HEDGSERIES PORTFOLIOS TR$13.3M0.15%+459,389NEW
153MGKVANGUARD WORLD FD$13.3M0.15%-2,069-5.4%
154JHMLJOHN HANCOCK EXCHANGE TRADED$12.9M0.14%+104,771+174.6%
155QQQMINVESCO EXCH TRADED FD TR II$12.9M0.14%+4,763+9.6%
156PRFINVESCO EXCHANGE TRADED FD T$12.6M0.14%+48,504+22.3%
157SMMDISHARES TR$12.5M0.14%-160,350-49.6%
158FXLFIRST TR EXCHANGE-TRADED FD$12.4M0.14%-1,854-2.3%
159ISRGINTUITIVE SURGICAL INC$12.3M0.14%+4,094+18.2%
160LOWLOWES COS INC$12.3M0.14%+8,814+20.5%
161MSMORGAN STANLEY$12.3M0.14%+9,018+13.8%
162WELLWELLTOWER INC$12.2M0.14%+25,306+69.1%
163CRSPCRISPR THERAPEUTICS AG$12.2M0.14%+7,231+2.9%
164NVSNOVARTIS AG$12.2M0.13%-14,670-15.6%
165GSIDGOLDMAN SACHS ETF TR$12.0M0.13%+27,748+19.3%
166IWFISHARES TR$12.0M0.13%+8,182+41.2%
167WDCWESTERN DIGITAL CORP$11.9M0.13%+38,545+695.5%
168VYMVANGUARD WHITEHALL FDS$11.8M0.13%+1,736+2.2%
169HEDJWISDOMTREE TR$11.8M0.13%+26,434+13.3%
170AVDEAMERICAN CENTY ETF TR$11.8M0.13%+10,931+8.5%
171AVUVAMERICAN CENTY ETF TR$11.6M0.13%+105,358NEW
172EXREXTRA SPACE STORAGE INC$11.6M0.13%-28,876-24.6%
173TMOTHERMO FISHER SCIENTIFIC INC$11.5M0.13%+4,920+26.5%
174CGGOCAPITAL GROUP GBL GROWTH EQT$11.5M0.13%+81,292+30.8%
175GEVGE VERNOVA INC$11.4M0.13%-242-1.8%
176ETNEATON CORP PLC$11.4M0.13%+6,276+24.6%
177PHPARKER-HANNIFIN CORP$11.3M0.13%+6,495+106.2%
178VGLTVANGUARD SCOTTSDALE FDS$11.3M0.13%+10,407+5.4%
179XLCSELECT SECTOR SPDR TR$11.3M0.12%+75,969+295.6%
180LQDISHARES TR$11.2M0.12%+76,344+287.5%
181SCHPSCHWAB STRATEGIC TR$11.0M0.12%+313,770+310.4%
182DFGRDIMENSIONAL ETF TRUST$10.9M0.12%+112,233+37.5%
183APHAMPHENOL CORP$10.9M0.12%+38,022+78.9%
184IMCGISHARES TR$10.8M0.12%+10,853+8.6%
185MRKMERCK & CO INC$10.7M0.12%+23,443+35.6%
186TELTE CONNECTIVITY PLC$10.7M0.12%+148+0.3%
187HOODROBINHOOD MKTS INC$10.7M0.12%+12,223+8.6%
188VMBSVANGUARD SCOTTSDALE FDS$10.7M0.12%+40,644+21.8%
189SPYDSPDR SERIES TRUST$10.6M0.12%-4,081-1.7%
190FSIGFIRST TR EXCHANGE-TRADED FD$10.5M0.12%+20,484+3.8%
191EMLCVANECK ETF TRUST$10.2M0.11%+5,643+1.4%
192SPEMSPDR INDEX SHS FDS$10.2M0.11%-81,952-27.3%
193IEFISHARES TR$10.2M0.11%+77,034+255.4%
194SCHWSCHWAB CHARLES CORP$10.2M0.11%+5,968+5.8%
195IVWISHARES TR$10.1M0.11%+14,540+19.4%
196MUMICRON TECHNOLOGY INC$10.0M0.11%-1,606-5.2%
197HCAHCA HEALTHCARE INC$10.0M0.11%+14,426+218.5%
198JCIJOHNSON CONTROLS INTERNATION$9.8M0.11%+25,674+52.6%
199SCHVSCHWAB STRATEGIC TR$9.5M0.11%+107,788+53.1%
200TAT&T INC$9.4M0.10%+186,799+134.8%
201HONHONEYWELL INTL INC$9.3M0.10%+9,237+28.9%
202BABOEING CO$9.3M0.10%+3,892+9.1%
203MTUMISHARES TR$9.3M0.10%-15,381-28.5%
204LRGFISHARES TR$9.2M0.10%+23,007+19.7%
205HDVISHARES TR$9.2M0.10%+43,416+177.8%
206BSXBOSTON SCIENTIFIC CORP$9.2M0.10%+84,748+137.0%
207SAPSAP SE$9.1M0.10%+10,155+23.5%
208AXPAMERICAN EXPRESS CO$9.1M0.10%+10,414+53.0%
209HWMHOWMET AEROSPACE INC$9.1M0.10%+15,983+68.4%
210GEMGOLDMAN SACHS ETF TR$9.0M0.10%+27,855+15.4%
211PFEPFIZER INC$8.9M0.10%+276,646+667.3%
212AMGNAMGEN INC$8.9M0.10%+10,454+70.1%
213IBKRINTERACTIVE BROKERS GROUP IN$8.9M0.10%+12,417+10.3%
214COFCAPITAL ONE FINL CORP$8.9M0.10%+3,639+8.1%
215TDYTELEDYNE TECHNOLOGIES INC$8.9M0.10%+818+5.9%
216PANWPALO ALTO NETWORKS INC$8.8M0.10%+8,206+17.5%
217SUBISHARES TR$8.7M0.10%+16,733+25.9%
218CGGRCAPITAL GROUP GROWTH ETF$8.6M0.10%+85,678+66.3%
219UNHUNITEDHEALTH GROUP INC$8.6M0.10%+8,451+36.2%
220TEMTEMPUS AI INC$8.6M0.09%+31,074+19.7%
221MDTMEDTRONIC PLC$8.6M0.09%+18,628+23.3%
222BBHYJ P MORGAN EXCHANGE TRADED F$8.5M0.09%-142,378-43.3%
223ROKUROKU INC$8.5M0.09%-45,733-33.7%
224ROSTROSS STORES INC$8.4M0.09%+14,592+59.9%
225CGMMCAPITAL GROUP EQUITY ETF TR$8.4M0.09%+64,439+29.1%
226VGTVANGUARD WORLD FD$8.4M0.09%+6,055+102.3%
227GEGE AEROSPACE$8.2M0.09%+3,658+14.5%
228DFEVDIMENSIONAL ETF TRUST$8.2M0.09%+7,505+3.4%
229CMICUMMINS INC$8.1M0.09%+5,965+65.8%
230MRSHMARSH & MCLENNAN COS INC$8.1M0.09%-1,955-4.0%
231GLWCORNING INC$8.1M0.09%-25,405-30.0%
232DEHPDIMENSIONAL ETF TRUST$8.0M0.09%+8,020+3.5%
233TERTERADYNE INC$8.0M0.09%-14,482-34.8%
234ECLECOLAB INC$8.0M0.09%+2,460+8.9%
235CGSMCAPITAL GRP FIXED INCM ETF T$8.0M0.09%+73,372+31.8%
236NSCNORFOLK SOUTHN CORP$8.0M0.09%+9,019+47.9%
237UBERUBER TECHNOLOGIES INC$8.0M0.09%+9,973+9.9%
238KMIKINDER MORGAN INC DEL$8.0M0.09%+37,543+18.8%
239IUSVISHARES TR$7.9M0.09%+38,477+98.3%
240DFASDIMENSIONAL ETF TRUST$7.8M0.09%+109,239NEW
241CCITIGROUP INC$7.8M0.09%-9-0.0%
242ORCLORACLE CORP$7.8M0.09%-2,836-5.1%
243PNCPNC FINL SVCS GROUP INC$7.7M0.09%+2,731+7.9%
244HIMUBLACKROCK ETF TRUST II$7.7M0.08%+105,590+195.6%
245SPSBSPDR SERIES TRUST$7.6M0.08%+6,031+2.5%
246ACNACCENTURE PLC IRELAND$7.5M0.08%-658-1.7%
247TXNTEXAS INSTRS INC$7.5M0.08%+3,257+9.2%
248ADIANALOG DEVICES INC$7.4M0.08%-3,672-13.7%
249BACBANK AMERICA CORP$7.3M0.08%+16,962+12.7%
250IBMINTERNATIONAL BUSINESS MACHS$7.3M0.08%+9,165+43.6%
251COINCOINBASE GLOBAL INC$7.3M0.08%-2,240-5.1%
252DBEFDBX ETF TR$7.2M0.08%+29,516+25.5%
253RCLROYAL CARIBBEAN GROUP$7.2M0.08%+4,581+21.4%
254LINLINDE PLC$7.2M0.08%+5,433+60.3%
255SHYISHARES TR$7.1M0.08%-4,836-5.3%
256UNPUNION PAC CORP$7.1M0.08%+11,475+64.4%
257BBJPJ P MORGAN EXCHANGE TRADED F$7.1M0.08%+103,035NEW
258FTSMFIRST TR EXCHANGE-TRADED FD$7.1M0.08%+94,770+399.3%
259AEPAMERICAN ELEC PWR CO INC$7.1M0.08%-4,669-8.0%
260PGRPROGRESSIVE CORP$7.1M0.08%+13,768+63.0%
261RBLXROBLOX CORP$7.1M0.08%+20,791+20.0%
262NTLAINTELLIA THERAPEUTICS INC$7.1M0.08%+106,217+23.9%
263VZVERIZON COMMUNICATIONS INC$7.0M0.08%+56,796+67.9%
264SBUXSTARBUCKS CORP$7.0M0.08%+27,589+54.2%
265PHGKONINKLIJKE PHILIPS N V$7.0M0.08%+71,222+38.7%
266SHWSHERWIN WILLIAMS CO$7.0M0.08%+2,443+12.7%
267SPGIS&P GLOBAL INC$6.9M0.08%+5,215+47.0%
268AGGYWISDOMTREE TR$6.9M0.08%+10,525+7.1%
269BTIBRITISH AMERN TOB PLC$6.9M0.08%+7,278+6.6%
270SGOVISHARES TR$6.9M0.08%-12,209-15.1%
271GDGENERAL DYNAMICS CORP$6.9M0.08%+4,490+28.8%
272XLUSELECT SECTOR SPDR TR$6.9M0.08%+9,275+6.6%
273NETCLOUDFLARE INC$6.8M0.08%+23,394+240.4%
274MLMMARTIN MARIETTA MATLS INC$6.8M0.08%+2,713+30.5%
275ANETARISTA NETWORKS INC$6.8M0.08%+7,017+14.5%
276NOWSERVICENOW INC$6.7M0.07%+5,758+9.8%
277INTUINTUIT$6.7M0.07%+2,669+20.7%
278HLTHILTON WORLDWIDE HLDGS INC$6.7M0.07%+15,481+240.2%
279PEPPEPSICO INC$6.6M0.07%+7,242+20.5%
280ERICTELEFONAKTIEBOLAGET LM ERICS$6.6M0.07%-154,327-20.9%
281IWDISHARES TR$6.5M0.07%-3,923-11.4%
282FTAFIRST TR EXCHANGE-TRADED ALP$6.5M0.07%-26,072-27.1%
283SOSOUTHERN CO$6.5M0.07%+57,838+635.7%
284CRCLCIRCLE INTERNET GROUP INC$6.4M0.07%+12,352+22.5%
285EEMISHARES TR$6.4M0.07%+12,597+12.6%
286TAKTAKEDA PHARMACEUTICAL CO LTD$6.4M0.07%+156,248+82.4%
287VOEVANGUARD INDEX FDS$6.3M0.07%+2,418+7.6%
288DISDISNEY WALT CO$6.3M0.07%+38,220+140.4%
289BPBP PLC$6.3M0.07%+6,238+4.9%
290RSPTINVESCO EXCHANGE TRADED FD T$6.3M0.07%+138,198NEW
291DIVOAMPLIFY ETF TR$6.2M0.07%+257+0.2%
292ICEINTERCONTINENTAL EXCHANGE IN$6.2M0.07%+2,707+7.4%
293DTDWISDOMTREE TR$6.2M0.07%+4,603+6.8%
294SHLDGLOBAL X FDS$6.2M0.07%+87,302NEW
295VYMIVANGUARD WHITEHALL FDS$6.2M0.07%+17,730+37.0%
296JKHYHENRY JACK & ASSOC INC$6.2M0.07%-4,378-10.1%
297TUSITOUCHSTONE ETF TRUST$6.1M0.07%+55,202+29.6%
298VGKVANGUARD INTL EQUITY INDEX F$6.1M0.07%+7,939+12.0%
299COHRCOHERENT CORP$6.1M0.07%+2,018+8.6%
300COPCONOCOPHILLIPS$6.1M0.07%+13,582+42.1%
301FPEFIRST TR EXCH TRADED FD III$6.0M0.07%+133,532+64.4%
302EFAISHARES TR$6.0M0.07%-16,583-21.0%
303ULSUL SOLUTIONS INC$6.0M0.07%-6,971-9.1%
304PZAINVESCO EXCH TRADED FD TR II$6.0M0.07%+173,127+198.0%
305ORLYOREILLY AUTOMOTIVE INC$6.0M0.07%-1,622-2.4%
306IAUISHARES GOLD TR$5.9M0.07%+4,130+6.6%
307GSSCGOLDMAN SACHS ETF TR$5.8M0.06%-5,625-6.7%
308AMATAPPLIED MATLS INC$5.8M0.06%+5,573+49.0%
309ZWSZURN ELKAY WATER SOLNS CORP$5.8M0.06%+1,464+1.1%
310TFLOISHARES TR$5.8M0.06%-87,089-43.2%
311NVONOVO-NORDISK A S$5.8M0.06%+28,548+22.2%
312APDAIR PRODUCTS AND CHEMICALS I$5.8M0.06%+4,604+30.2%
313PHYLPGIM ETF TR$5.7M0.06%-54,006-24.6%
314XLYSELECT SECTOR SPDR TR$5.7M0.06%+14,195+37.2%
315DHRDANAHER CORP DEL$5.7M0.06%-536-1.8%
316WRBBERKLEY W R CORP$5.7M0.06%-11,053-11.4%
317IGFISHARES TR$5.6M0.06%-760-0.9%
318SONYSONY GROUP CORP$5.6M0.06%+5,480+2.1%
319SNYSANOFI SA$5.6M0.06%+669+0.6%
320RELXRELX PLC$5.6M0.06%+47,419+39.5%
321MOALTRIA GROUP INC$5.5M0.06%+4,548+5.7%
322WMT2WELLS FARGO & CO$5.5M0.06%+29,767+74.8%
323QTECFIRST TR EXCHANGE-TRADED FD$5.5M0.06%-594-2.3%
324CATCATERPILLAR INC$5.5M0.06%+3,068+65.8%
325RBCRBC BEARINGS INC$5.5M0.06%-1,548-13.3%
326LPLALPL FINL HLDGS INC$5.5M0.06%-7,779-30.0%
327GLDMWORLD GOLD TR$5.5M0.06%+58,835NEW
328CSXCSX CORP$5.4M0.06%+29,339+28.4%
329GDXVANECK ETF TRUST$5.4M0.06%+663+1.1%
330ROLROLLINS INC$5.4M0.06%-18,427-15.5%
331TXG10X GENOMICS INC$5.3M0.06%-19,638-7.3%
332QUREQUANTA SVCS INC$5.3M0.06%+84+0.9%
333NOCNORTHROP GRUMMAN CORP$5.3M0.06%+927+13.5%
334AM6AMICUS THERAPEUTIC$5.3M0.06%-404-0.1%
335DDOMINION ENERGY INC$5.3M0.06%+18,844+28.1%
336MDLZMONDELEZ INTL INC$5.3M0.06%-6,584-6.7%
337VCSHVANGUARD SCOTTSDALE FDS$5.3M0.06%+12,357+22.7%
338QLTAISHARES TR$5.3M0.06%-88,647-44.3%
339UBSUBS GROUP AG$5.2M0.06%-33,515-20.0%
340BALTINNOVATOR ETFS TRUST$5.2M0.06%+156,798NEW
341BCSBARCLAYS PLC$5.2M0.06%+12,077+5.1%
342NTRANATERA INC$5.2M0.06%-4,242-14.0%
343TWSTTWIST BIOSCIENCE CORP$5.2M0.06%-20,724-15.9%
344EIPXFIRST TR EXCHANGE-TRADED FD$5.2M0.06%+160,579NEW
345DALDELTA AIR LINES INC$5.1M0.06%+8,078+11.7%
346NDSNNORDSON CORP$5.1M0.06%-1,237-6.1%
347CGNGCAPITAL GROUP NEW GEOGRAPHY$5.1M0.06%+37,269+30.1%
348WECWEC ENERGY GROUP INC$5.1M0.06%-3,798-8.0%
349ILFISHARES TR$5.1M0.06%+19,042+15.5%
350ADPAUTOMATIC DATA PROCESSING IN$5.0M0.06%+834+3.5%
351SDYSPDR SERIES TRUST$5.0M0.06%+66+0.2%
352EWJISHARES INC$5.0M0.06%+8,567+16.9%
353QQNITY ELECTRONICS INC$5.0M0.06%+21,022+94.3%
354CPCANADIAN PACIFIC KANSAS CITY$5.0M0.06%+3,101+5.2%
355IUSGISHARES TR$5.0M0.06%+29,381+1127.9%
356PLDPROLOGIS INC.$5.0M0.05%+12,692+51.1%
357CGCVCAPITAL GROUP CONSERVATIVE E$4.9M0.05%+18,736+12.9%
358EFVISHARES TR$4.9M0.05%+742+1.1%
359XLISELECT SECTOR SPDR TR$4.9M0.05%+8,941+42.1%
360FTAIFTAI AVIATION LTD$4.9M0.05%-3,316-14.3%
361DEDEERE & CO$4.9M0.05%-801-8.5%
362COOCOOPER COS INC$4.9M0.05%+8,324+14.0%
363ALLEALLEGION PLC$4.8M0.05%-3,252-8.9%
364SAIASAIA INC$4.8M0.05%+985+7.7%
365DFHDREAM FINDERS HOMES INC$4.8M0.05%+344,796NEW
366SYSBISHARES TR$4.8M0.05%+53,766NEW
367UPSUNITED PARCEL SVCS INC$4.7M0.05%-1,735-3.5%
368POOLPOOL CORP$4.7M0.05%+10,150+78.2%
369BLSHBULLISH$4.6M0.05%+50,230+63.1%
370EEMVISHARES INC$4.6M0.05%+16,414+30.1%
371GSKGSK PLC$4.6M0.05%-37,439-31.2%
372TTETOTALENERGIES SE$4.5M0.05%+5,174+11.6%
373SPOTSPOTIFY TECHNOLOGY S A$4.5M0.05%+1,367+17.4%
374NULVNUSHARES ETF TR$4.5M0.05%-102,888-51.1%
375OWLBLUE OWL CAPITAL INC$4.5M0.05%+42,413+9.5%
376NWGNATWEST GROUP PLC$4.4M0.05%-101,752-25.4%
377TRVTRAVELERS COMPANIES INC$4.4M0.05%-971-6.0%
378TRGPTARGA RES CORP$4.4M0.05%+3,184+22.0%
379ABTABBOTT LABORATORIES$4.4M0.05%-208-0.5%
380DGRWWISDOMTREE TR$4.4M0.05%+3,880+8.4%
381DGXQUEST DIAGNOSTICS INC$4.4M0.05%+5,488+32.5%
382NULGNUSHARES ETF TR$4.4M0.05%-51,521-51.7%
383EUHYISHARES INC$4.3M0.05%+82,733NEW
384QQEWFIRST TR EXCHANGE-TRADED FD$4.3M0.05%-310-0.9%
385WSOWATSCO INC$4.3M0.05%-469-3.8%
386CRMSALESFORCE INC$4.2M0.05%-10,875-32.3%
387FASTFASTENAL CO$4.2M0.05%+11,579+14.5%
388BEAMBEAM THERAPEUTICS INC$4.2M0.05%-19,171-9.8%
389CRWVCOREWEAVE INC$4.2M0.05%+13,948+34.9%
390BKBANK NEW YORK MELLON CORP$4.2M0.05%+24,620+236.5%
391PJULINNOVATOR ETFS TRUST$4.1M0.05%+14,544+19.3%
392SSDSIMPSON MFG INC$4.1M0.05%-5,036-17.4%
393CRSCARPENTER TECHNOLOGY CORP$4.1M0.05%+495+5.0%
394TTANSERVICETITAN INC$4.1M0.05%+25,688+66.4%
395XLESELECT SECTOR SPDR TR$4.1M0.04%+21,410+47.8%
396PFEBINNOVATOR ETFS TRUST$4.0M0.04%+17,093+20.6%
397BJBJS WHSL CLUB HLDGS INC$4.0M0.04%-7,152-15.1%
398SCHDSCHWAB STRATEGIC TR$4.0M0.04%+7,073+5.8%
399TTCTORO CO$4.0M0.04%+518+1.2%
400RIORIO TINTO PLC$4.0M0.04%-5,278-11.1%
401CBCHUBB LTD SWITZ$3.9M0.04%+632+5.5%
402APGAPI GROUP CORP$3.9M0.04%+1,770+1.9%
403FMXFOMENTO ECONOMICO MEXICANO S$3.9M0.04%-64-0.2%
404XELXCEL ENERGY INC$3.9M0.04%+12,964+36.4%
405GOLFACUSHNET HLDGS CORP$3.9M0.04%-2,321-5.3%
406DBNDDOUBLELINE ETF TRUST$3.9M0.04%+2,312+2.8%
407HDBHDFC BANK LTD$3.9M0.04%-40,651-20.8%
408EENI SPA$3.8M0.04%+67,968NEW
409CCEPCOCA-COLA EUROPACIFIC PARTNE$3.8M0.04%+30,692+262.3%
410DEODIAGEO PLC$3.8M0.04%+10,334+25.0%
411PRIPRIMERICA INC$3.8M0.04%-1,722-10.1%
412IRINGERSOLL RAND INC$3.8M0.04%+3,289+7.4%
413MKSIMKS INC.$3.8M0.04%+2,088+14.4%
414NUBDNUSHARES ETF TR$3.8M0.04%-209,034-55.0%
415WTWWILLIS TOWERS WATSON PLC LTD$3.8M0.04%+781+6.4%
416WTSWATTS WATER TECHNOLOGIES INC$3.8M0.04%-1,698-11.6%
417VONVVANGUARD SCOTTSDALE FDS$3.8M0.04%+40,180NEW
418AMLPALPS ETF TR$3.8M0.04%+6,140+9.4%
419FDNFIRST TR EXCHANGE-TRADED FD$3.7M0.04%+1,251+8.5%
420BFAMBRIGHT HORIZONS FAM SOL IN D$3.7M0.04%+11,557+34.6%
421ETRENTERGY CORP NEW$3.7M0.04%+30,532+1326.9%
422BCIABRDN ETFS$3.7M0.04%+7,924+5.5%
423SCHGSCHWAB STRATEGIC TR$3.7M0.04%+32,473+34.6%
424MMM3M CO$3.7M0.04%+9,450+60.2%
425VNQVANGUARD INDEX FDS$3.6M0.04%+3,977+10.7%
426BBVABANCO BILBAO VIZCAYA ARGENTA$3.6M0.04%-185,946-52.6%
427GMGENERAL MTRS CO$3.6M0.04%-2,380-4.7%
428CCL1EURCARNIVAL CORP$3.6M0.04%+16,571+13.5%
429SUISUN CMNTYS INC$3.6M0.04%+9,665+51.0%
430BAPCREDICORP LTD$3.6M0.04%+344+3.4%
431CRWDCROWDSTRIKE HLDGS INC$3.6M0.04%+2,825+44.6%
432FIWFIRST TR EXCHANGE-TRADED FD$3.6M0.04%+34,582NEW
433INGING GROEP N.V.$3.6M0.04%-140,570-50.7%
434LIILENNOX INTL INC$3.5M0.04%-534-6.6%
435TKOTKO GROUP HOLDINGS INC$3.5M0.04%-2,509-12.5%
436QCOMQUALCOMM INC$3.5M0.04%-467-1.7%
437EOIEATON VANCE ENHANCED EQUITY$3.5M0.04%-1,353-0.7%
438NUDMNUSHARES ETF TR$3.5M0.04%-108,655-53.1%
439IHDGWISDOMTREE TR$3.5M0.04%+72,086NEW
440EMREMERSON ELEC CO$3.4M0.04%+19,171+273.8%
441EFXEQUIFAX INC$3.4M0.04%-349-1.8%
442LRCXLAM RESEARCH CORP$3.4M0.04%+3,722+30.3%
443GILDGILEAD SCIENCES INC$3.4M0.04%+16,167+198.1%
444TSEMTOWER SEMICONDUCTOR LTD$3.4M0.04%-7,904-29.1%
445IWMISHARES TR$3.4M0.04%+576+4.4%
446DEMWISDOMTREE TR$3.4M0.04%+4,021+6.3%
447ALLALLSTATE CORP$3.4M0.04%+7,943+96.7%
448RSPINVESCO EXCHANGE TRADED FD T$3.3M0.04%+6,437+59.2%
449RWLINVESCO EXCH TRADED FD TR II$3.3M0.04%-449-1.5%
450FIBKFIRST INTST BANCSYSTEM INC$3.3M0.04%+30,136+43.7%
451MELIMERCADOLIBRE INC$3.3M0.04%+101+5.6%
452PAYXPAYCHEX INC$3.3M0.04%+10,350+40.8%
453BKNGBOOKING HOLDINGS INC$3.3M0.04%+156+25.0%
454FCNFTI CONSULTING INC$3.3M0.04%-2,089-10.1%
455CORCENCORA INC$3.3M0.04%+5,598+116.8%
456CHKPCHECK POINT SOFTWARE TECH LT$3.3M0.04%-8,054-26.1%
457HLNHALEON PLC$3.3M0.04%-10,679-3.2%
458NGGNATIONAL GRID PLC$3.3M0.04%-10,814-22.0%
459INTCINTEL CORP$3.3M0.04%+5,790+8.5%
460ALSNALLISON TRANSMISSION HLDGS I$3.2M0.04%+2,097+8.2%
461FVDFIRST TR EXCHANGE-TRADED FD$3.2M0.04%-2,976-4.2%
462AVIGAMERICAN CENTY ETF TR$3.2M0.04%+76,997NEW
463DOXAMDOCS LTD$3.2M0.04%+288+0.6%
464JAAAJANUS DETROIT STR TR$3.2M0.04%+10,784+20.5%
465BKUBANKUNITED INC$3.2M0.04%+37,215+111.6%
466IGSBISHARES TR$3.2M0.04%+56,681+1459.3%
467OMCOMNICOM GROUP INC$3.2M0.04%-6,736-13.8%
468ALNYALNYLAM PHARMACEUTICALS INC$3.2M0.04%+811+9.2%
469XLGINVESCO EXCHANGE TRADED FD T$3.2M0.03%+825+1.4%
470OBDCBLUE OWL CAPITAL CORPORATION$3.1M0.03%-161,116-36.1%
471NXPINXP SEMICONDUCTORS N V$3.1M0.03%-22-0.1%
472FTCFIRST TR EXCHANGE-TRADED ALP$3.1M0.03%-421-2.0%
473VRTXVERTEX PHARMACEUTICALS INC$3.1M0.03%-865-11.1%
474MSIMOTOROLA SOLUTIONS INC$3.1M0.03%+1,988+38.6%
475XYZBLOCK INC$3.1M0.03%-367-0.7%
476MUNIPIMCO ETF TR$3.1M0.03%+22,986+63.4%
477FSKFS KKR CAP CORP$3.1M0.03%+4,822+1.6%
478SRESEMPRA$3.1M0.03%-6,626-17.3%
479TRMBTRIMBLE INC$3.1M0.03%-1,317-2.7%
480SAROSTANDARDAERO INC$3.1M0.03%+23,877+25.3%
481BABAALIBABA GROUP HLDG LTD$3.1M0.03%+3,541+17.0%
482BUDANHEUSER BUSCH INBEV SA NV$3.0M0.03%-6,518-12.9%
483ATOATMOS ENERGY CORP$3.0M0.03%+4,618+39.4%
484APPAPPLOVIN CORP$3.0M0.03%+161+2.2%
485SANBANCO SANTANDER SA$3.0M0.03%-152,720-36.6%
486SPMDSPDR SERIES TRUST$3.0M0.03%+3,029+6.4%
487BDXBECTON DICKINSON & CO$3.0M0.03%-3,908-17.2%
488HLNEHAMILTON LANE INC$3.0M0.03%+12,030+67.7%
489IDXXIDEXX LABS INC$3.0M0.03%-90-1.7%
490SITESITEONE LANDSCAPE SUPPLY INC$2.9M0.03%+2,138+10.7%
491BGBBLACKSTONE STRATEGIC CRED 20$2.9M0.03%+9,632+3.8%
492DBDEUTSCHE BK AG$2.9M0.03%+8,507+9.5%
493DLRDIGITAL RLTY TR INC$2.9M0.03%+7,791+93.2%
494ALGNALIGN TECHNOLOGY INC$2.9M0.03%+16,881NEW
495EMEEMCOR GROUP INC$2.9M0.03%+346+9.7%
496CSLCARLISLE COS INC$2.9M0.03%+265+3.2%
497CHHCHOICE HOTELS INTL INC$2.9M0.03%+4,710+20.4%
498GCORGOLDMAN SACHS ETF TR$2.9M0.03%+357+0.5%
499NICENICE LTD$2.9M0.03%-2,937-10.1%
500VBKVANGUARD INDEX FDS$2.9M0.03%+8,635+1017.1%

Source: SEC EDGAR · accession 0001172661-26-002206. 13F discloses long positions only — shorts, foreign equities, and options are excluded.