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Atria Investments, Inc Portfolio
$8.5B across 500 positions as of 2026-09-30, with 20% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IVViShares Core S&P 500 ETF | $328.6M | 3.9% | 429,001 |
| NVDANVIDIA Corp | $244.9M | 2.9% | 1,072,513 |
| MSFTMicrosoft Corp | $224.1M | 2.6% | 436,951 |
| AAPLApple Inc | $162.2M | 1.9% | 486,957 |
| VOOVanguard S&P 500 ETF | $161.2M | 1.9% | 230,049 |
| VUGVanguard Growth ETF | $130.1M | 1.5% | 1,443,445 |
| AMZNAmazon.com Inc | $119.5M | 1.4% | 479,494 |
| GOOGLAlphabet Inc | $113.4M | 1.3% | 329,683 |
| METAMeta Platforms Inc | $100.8M | 1.2% | 139,065 |
| GLDSPDR Gold Shares | $93M | 1.1% | 244,253 |
| AVGOBroadcom Inc | $92.4M | 1.1% | 263,119 |
| VTIVanguard Total Stock Market ETF | $92.4M | 1.1% | 246,849 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $90.6M | 1.1% | 1,599,401 |
| VTVVanguard Value ETF | $88.1M | 1.0% | 407,572 |
| IVWiShares S&P 500 Growth ETF | $87.4M | 1.0% | 614,252 |
| GOOGAlphabet Inc | $86.7M | 1.0% | 254,386 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $85.6M | 1.0% | 1,235,486 |
| SPYState Street SPDR S&P 500 ETF Trust | $80M | 0.9% | 104,950 |
| VEAVanguard FTSE Developed Markets ETF | $79.9M | 0.9% | 1,132,273 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $76.2M | 0.9% | 831,970 |
| IUSBiShares Core Total USD Bond Market ETF | $74.5M | 0.9% | 1,690,471 |
| IEMGiShares Core MSCI Emerging Markets ETF | $73.9M | 0.9% | 909,988 |
| JPMJPMorgan Chase & Co | $72M | 0.8% | 217,663 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $67.8M | 0.8% | 674,664 |
| QLTYGMO U.S. Quality ETF | $66.6M | 0.8% | 1,555,563 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $63.8M | 0.7% | 139,829 |
| JNJJohnson & Johnson | $61.8M | 0.7% | 233,290 |
| IVEiShares S&P 500 Value ETF | $59.6M | 0.7% | 261,021 |
| VVisa Inc | $56.9M | 0.7% | 158,431 |
| IEFAiShares Core MSCI EAFE ETF | $51.9M | 0.6% | 536,021 |
| CVXChevron Corp | $50.9M | 0.6% | 249,401 |
| BLACKROCK ETF TRUST | $50.6M | 0.6% | 1,391,334 |
| AMERICAN CENTY ETF TR | $47.8M | 0.6% | 1,076,597 |
| LLYEli Lilly and Co | $45.8M | 0.5% | 39,607 |
| GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $45.6M | 0.5% | 257,335 |
| XLKState Street Technology Select Sector SPDR ETF | $45.5M | 0.5% | 232,603 |
| GBILGOLDMAN SACHS ETF TR | $45.4M | 0.5% | 453,719 |
| MUMicron Technology Inc | $42.9M | 0.5% | 40,270 |
| ABBVAbbVie Inc | $41.9M | 0.5% | 160,181 |
| TSLATesla Inc | $40.9M | 0.5% | 115,213 |
| ACWXiShares MSCI ACWI ex U.S. ETF | $40M | 0.5% | 529,447 |
| PMPhilip Morris International Inc | $37.5M | 0.4% | 196,394 |
| BLACKROCK ETF TRUST | $37.3M | 0.4% | 762,311 |
| XOMExxonmobil Holdings Corp | $36.4M | 0.4% | 223,412 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $34.9M | 0.4% | 341,443 |
| VWOVanguard FTSE Emerging Markets ETF | $33.8M | 0.4% | 569,124 |
| AMERICAN CENTY ETF TR | $33.7M | 0.4% | 483,520 |
| AMDAdvanced Micro Devices Inc | $31.8M | 0.4% | 51,946 |
| PHOInvesco Water Resources ETF | $31.5M | 0.4% | 464,792 |
| SCHFSchwab International Equity ETF | $31.4M | 0.4% | 1,141,863 |
| EFGiShares MSCI EAFE Growth ETF | $31.3M | 0.4% | 261,207 |
| CSCOCisco Systems Inc | $30.9M | 0.4% | 287,436 |
| BAIiShares A.I. Innovation and Tech Active ETF | $30.5M | 0.4% | 645,967 |
| KOCoca-Cola Co | $28.9M | 0.3% | 336,078 |
| MRKMerck & Co Inc | $28.9M | 0.3% | 198,693 |
| ASML HLDG NV | $28.6M | 0.3% | 15,779 |
| UNHUnitedHealth Group Inc | $27.9M | 0.3% | 75,981 |
| MAMastercard Inc | $26.9M | 0.3% | 48,703 |
| IUSGiShares Core S&P U.S. Growth ETF | $26.4M | 0.3% | 136,066 |
| IYWiShares U.S. Technology ETF | $26.4M | 0.3% | 99,486 |
| NFLXNetflix Inc | $25.9M | 0.3% | 371,955 |
| PVALPutnam Focused Large Cap Value ETF | $25.8M | 0.3% | 490,897 |
| BRK.BBerkshire Hathaway Inc | $25.7M | 0.3% | 51,674 |
| BNDVanguard Total Bond Market ETF | $25.7M | 0.3% | 366,261 |
| ORCLOracle Corp | $25.6M | 0.3% | 186,779 |
| VVVanguard Large-Cap ETF | $25.3M | 0.3% | 72,044 |
| GOVTiShares U.S. Treasury Bond ETF | $25.2M | 0.3% | 1,150,039 |
| VBRVanguard Small-Cap Value ETF | $25M | 0.3% | 108,337 |
| BNDXVanguard Total International Bond ETF | $24.5M | 0.3% | 522,092 |
| VBKVanguard Small-Cap Growth ETF | $24.3M | 0.3% | 71,880 |
| EFViShares MSCI EAFE Value ETF | $24.2M | 0.3% | 305,239 |
| WMTWalmart Inc | $24.1M | 0.3% | 231,938 |
| AVUVAvantis U.S. Small Cap Value ETF | $24.1M | 0.3% | 204,413 |
| BACBank of America Corp | $24M | 0.3% | 440,673 |
| DGROiShares Core Dividend Growth ETF | $23.6M | 0.3% | 313,556 |
| QQQMInvesco NASDAQ 100 ETF | $23.6M | 0.3% | 77,496 |
| AMATApplied Materials Inc | $23.1M | 0.3% | 45,081 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $22.7M | 0.3% | 252,731 |
| THROiShares U.S. Thematic Rotation Active ETF | $22.5M | 0.3% | 512,524 |
| ADIAnalog Devices Inc | $22.3M | 0.3% | 56,313 |
| TMOThermo Fisher Scientific Inc | $21.8M | 0.3% | 32,242 |
| VGTVanguard Information Tech ETF | $21.7M | 0.3% | 172,632 |
| LRCXLam Research Corp | $21.4M | 0.3% | 65,126 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $21.3M | 0.3% | 432,914 |
| FTSMFirst Trust Enhanced Short Maturity ETF | $21.1M | 0.2% | 354,441 |
| PANWPalo Alto Networks Inc | $20.9M | 0.2% | 52,667 |
| VBVanguard Small-Cap ETF | $20.9M | 0.2% | 73,398 |
| XLEState Street Energy Select Sector SPDR ETF | $20.8M | 0.2% | 338,591 |
| SMHVanEck Semiconductor ETF | $20.7M | 0.2% | 34,069 |
| APHAmphenol Corp | $20.6M | 0.2% | 244,525 |
| BSVVanguard Short-Term Bond ETF | $20.5M | 0.2% | 268,656 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $20.5M | 0.2% | 408,769 |
| TXNTexas Instruments Inc | $20.5M | 0.2% | 73,140 |
| DFAEDimensional Emerging Core Equity Market ETF | $20.4M | 0.2% | 517,726 |
| COPConocoPhillips | $20M | 0.2% | 160,006 |
| ISCGiShares Morningstar Small-Cap Growth ETF | $19.9M | 0.2% | 324,771 |
| WFCWells Fargo & Co | $19.8M | 0.2% | 247,332 |
| BLACKROCK ETF TRUST | $19.7M | 0.2% | 629,763 |
| MTUMiShares MSCI USA Momentum Factor ETF | $19.3M | 0.2% | 60,694 |
| DISWalt Disney Co | $19.2M | 0.2% | 182,598 |
| PGProcter & Gamble Co | $18.9M | 0.2% | 129,903 |
| VOOGVanguard S&P 500 Growth ETF | $18.7M | 0.2% | 218,468 |
| PHParker-Hannifin Corp | $18.5M | 0.2% | 19,376 |
| SERIES PORTFOLIOS TR | $18.3M | 0.2% | 696,007 |
| AMGNAmgen Inc | $18.3M | 0.2% | 43,302 |
| XLVState Street Health Care Select Sector SPDR ETF | $18.2M | 0.2% | 108,061 |
| VRTXVertex Pharmaceuticals Inc | $18M | 0.2% | 34,523 |
| AVLVAvantis U.S. Large Cap Value ETF | $17.8M | 0.2% | 197,254 |
| HDHome Depot Inc | $17.5M | 0.2% | 61,392 |
| SCHWCharles Schwab Corp | $17.4M | 0.2% | 178,169 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $17.4M | 0.2% | 484,227 |
| LINDE PLC | $17.3M | 0.2% | 36,504 |
| CCitigroup Inc | $17.2M | 0.2% | 132,960 |
| VZVerizon Communications Inc | $17.1M | 0.2% | 373,407 |
| DELLDell Technologies Inc | $16.9M | 0.2% | 31,438 |
| MCDMcDonald's Corp | $16.9M | 0.2% | 73,133 |
| VANGUARD ADMIRAL FDS INC | $16.9M | 0.2% | 153,384 |
| IWFiShares Russell 1000 Growth ETF | $16.7M | 0.2% | 133,097 |
| IUSViShares Core S&P U.S. Value ETF | $16.5M | 0.2% | 149,705 |
| CHUBB LIMITED | $16.3M | 0.2% | 50,056 |
| OACPOneAscent Core Plus Bond ETF | $16.2M | 0.2% | 750,268 |
| GEVGE Vernova Inc | $16.2M | 0.2% | 17,075 |
| MEDTRONIC PLC | $16.2M | 0.2% | 188,012 |
| VXUSVanguard Total International Stock ETF | $16.2M | 0.2% | 190,703 |
| BLKBlackRock Inc | $16M | 0.2% | 15,112 |
| JCPBJPMorgan Core Plus Bond ETF | $15.9M | 0.2% | 356,124 |
| OAIMOneAscent International Equity ETF | $15.9M | 0.2% | 333,359 |
| CRMSalesforce Inc | $15.8M | 0.2% | 68,667 |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $15.6M | 0.2% | 160,837 |
| SHOPShopify Inc | $15.6M | 0.2% | 105,043 |
| PLDPrologis Inc | $15.6M | 0.2% | 119,771 |
| MSMorgan Stanley | $15.5M | 0.2% | 82,592 |
| CRWDCrowdStrike Holdings Inc | $15.5M | 0.2% | 58,661 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $15.2M | 0.2% | 597,928 |
| TJXTJX Companies Inc | $15.2M | 0.2% | 114,733 |
| BABoeing Co | $15.2M | 0.2% | 81,436 |
| ELVElevance Health Inc | $15M | 0.2% | 38,673 |
| PNCPNC Financial Services Group Inc | $15M | 0.2% | 67,540 |
| BONDPIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund | $15M | 0.2% | 172,416 |
| BANK OF NY MELLON CORP | $15M | 0.2% | 103,503 |
| HDViShares Core High Dividend ETF | $14.9M | 0.2% | 534,277 |
| GSGoldman Sachs Group Inc | $14.9M | 0.2% | 16,559 |
| EATON CORP PLC | $14.9M | 0.2% | 34,581 |
| MUBiShares National Muni Bond ETF | $14.8M | 0.2% | 146,164 |
| MNSTMonster Beverage Corp | $14.8M | 0.2% | 354,913 |
| TLHiShares 10-20 Year Treasury Bond ETF | $14.8M | 0.2% | 160,172 |
| DDWMWisdomTree Dynamic International Equity Fund | $14.7M | 0.2% | 322,742 |
| WELLWelltower Inc | $14.7M | 0.2% | 63,710 |
| RDVYFirst Trust Rising Dividend Achievers ETF | $14.5M | 0.2% | 185,291 |
| BLACKROCK ETF TRUST | $14.4M | 0.2% | 483,226 |
| IEFiShares 7-10 Year Treasury Bond ETF | $14.4M | 0.2% | 161,233 |
| ANETArista Networks Inc | $14.2M | 0.2% | 69,839 |
| FIRST TR EXCHNG TRADED FD VI | $14.2M | 0.2% | 231,983 |
| LENLennar Corp | $14M | 0.2% | 171,687 |
| NEENextera Energy Inc | $14M | 0.2% | 184,556 |
| UNPUnion Pacific Corp | $13.9M | 0.2% | 51,144 |
| NORTHERN LTS FD TR II | $13.8M | 0.2% | 679,561 |
| IBMInternational Business Machines Corp | $13.6M | 0.2% | 61,864 |
| VODVodafone Group PLC | $13.6M | 0.2% | 839,573 |
| SPROTT FDS TR | $13.5M | 0.2% | 460,304 |
| PLTRPalantir Technologies Inc | $13.3M | 0.2% | 71,292 |
| GEGeneral Electric Co | $13.3M | 0.2% | 42,580 |
| WISDOMTREE TR | $13.1M | 0.2% | 190,095 |
| PEPPepsiCo Inc | $13M | 0.2% | 102,975 |
| AXPAmerican Express Co | $13M | 0.2% | 42,845 |
| OALCOneAscent Large Cap Core ETF | $13M | 0.2% | 316,500 |
| GDGeneral Dynamics Corp | $13M | 0.2% | 39,186 |
| USBUS Bancorp | $13M | 0.2% | 224,937 |
| FBNDFidelity Total Bond ETF | $12.6M | 0.1% | 291,881 |
| CMECME Group Inc | $12.5M | 0.1% | 47,793 |
| VLOValero Energy Corp | $12.5M | 0.1% | 32,214 |
| CATCaterpillar Inc | $12.4M | 0.1% | 15,338 |
| DIMENSIONAL ETF TRUST | $12.4M | 0.1% | 159,747 |
| EFAiShares MSCI EAFE ETF | $12.3M | 0.1% | 118,654 |
| VTVanguard Total World Stock Index ETF | $12.1M | 0.1% | 76,771 |
| GILDGilead Sciences, Inc | $12.1M | 0.1% | 81,114 |
| VEUVanguard FTSE All World Ex US ETF | $12M | 0.1% | 144,520 |
| PGIM ETF TR | $11.9M | 0.1% | 232,235 |
| FCXFreeport-McMoRan Inc | $11.8M | 0.1% | 169,242 |
| VYMIVanguard International High Dividend Yield ETF | $11.8M | 0.1% | 116,705 |
| TAT&T Inc | $11.8M | 0.1% | 481,921 |
| NOWServiceNow Inc | $11.7M | 0.1% | 86,946 |
| GMGeneral Motors Co | $11.5M | 0.1% | 149,558 |
| QUALiShares MSCI USA Quality Factor ETF | $11.5M | 0.1% | 51,650 |
| ISRGIntuitive Surgical Inc | $11.5M | 0.1% | 28,211 |
| TRANE TECHNOLOGIES PLC | $11.3M | 0.1% | 25,097 |
| AEPAmerican Electric Power Company Inc | $11.3M | 0.1% | 95,003 |
| VOVanguard Mid-Cap ETF | $11.3M | 0.1% | 143,556 |
| SOSouthern Co | $11.2M | 0.1% | 135,677 |
| MGAMagna International Inc | $11.2M | 0.1% | 176,559 |
| COSTCostco Wholesale Corp | $11.2M | 0.1% | 12,330 |
| JAAAJanus Henderson AAA CLO ETF | $11.2M | 0.1% | 221,484 |
| DEDeere & Co | $11.1M | 0.1% | 16,601 |
| BLACKROCK ETF TRUST II | $11.1M | 0.1% | 220,876 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $11M | 0.1% | 140,755 |
| VFLOVictoryShares Free Cash Flow ETF | $11M | 0.1% | 214,128 |
| INTCIntel Corp | $11M | 0.1% | 91,162 |
| WECWEC Energy Group Inc | $11M | 0.1% | 108,667 |
| BIVVanguard Intermediate-Term Bond ETF | $10.8M | 0.1% | 148,461 |
| COFCapital One Financial Corp | $10.7M | 0.1% | 55,288 |
| MCKMcKesson Corp | $10.6M | 0.1% | 12,465 |
| GLWCorning Inc | $10.6M | 0.1% | 68,707 |
| SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF | $10.5M | 0.1% | 259,807 |
| FDXFedEx Corp | $10.5M | 0.1% | 36,961 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $10.5M | 0.1% | 96,374 |
| MSIMotorola Solutions Inc | $10.4M | 0.1% | 23,394 |
| IJHiShares Core S&P Mid-Cap ETF | $10.4M | 0.1% | 144,775 |
| ADPAutomatic Data Processing Inc | $10.3M | 0.1% | 39,999 |
| FIRST TR EXCHNG TRADED FD VI | $10.3M | 0.1% | 245,710 |
| KLACKLA Corp | $10.3M | 0.1% | 52,793 |
| SPGIS&P Global Inc | $10.2M | 0.1% | 25,979 |
| ABTAbbott Laboratories | $10.2M | 0.1% | 103,107 |
| THOThor Industries Inc | $10.1M | 0.1% | 145,979 |
| IXUSiShares Core MSCI Total International Stock ETF | $10.1M | 0.1% | 106,139 |
| SBUXStarbucks Corp | $10.1M | 0.1% | 107,101 |
| ASTRAZENECA PLC | $10M | 0.1% | 62,184 |
| ISHARES TR | $10M | 0.1% | 402,046 |
| VCSHVanguard Short-Term Corporate Bond ETF | $10M | 0.1% | 129,757 |
| XLFState Street Financial Select Sector SPDR ETF | $10M | 0.1% | 186,464 |
| ISHARES TR | $9.9M | 0.1% | 411,149 |
| PFEPfizer Inc | $9.9M | 0.1% | 347,080 |
| RSPInvesco S&P 500 Equal Weight ETF | $9.8M | 0.1% | 47,315 |
| PACER FDS TR | $9.8M | 0.1% | 182,716 |
| EMREmerson Electric Co | $9.8M | 0.1% | 63,349 |
| ADSKAutodesk Inc | $9.8M | 0.1% | 46,919 |
| ITAiShares U.S. Aerospace & Defense ETF | $9.8M | 0.1% | 47,115 |
| LISTED FDS TR | $9.8M | 0.1% | 363,057 |
| XLCThe Communication Services Select Sector SPDR Fund | $9.7M | 0.1% | 87,500 |
| NVSNovartis AG | $9.5M | 0.1% | 66,729 |
| REGNRegeneron Pharmaceuticals Inc | $9.5M | 0.1% | 12,494 |
| ISHARES TR | $9.4M | 0.1% | 389,641 |
| SGOViShares 0-3 Month Treasury Bond ETF | $9.4M | 0.1% | 93,165 |
| HORIZON FDS | $9.4M | 0.1% | 1,014,982 |
| MRSHMarsh & McLennan Companies Inc | $9.3M | 0.1% | 54,548 |
| SSGA ACTIVE TR | $9.3M | 0.1% | 325,392 |
| SEAGATE TECHNOLOGY HLDNGS PL | $9.3M | 0.1% | 10,043 |
| VMBSVanguard Mortgage Backed Security | $9.3M | 0.1% | 208,327 |
| FIRST TR EXCHNG TRADED FD VI | $9.2M | 0.1% | 159,333 |
| BTIBritish American Tobacco plc | $9.1M | 0.1% | 167,959 |
| FIRST TR EXCHNG TRADED FD VI | $9.1M | 0.1% | 159,228 |
| MOAltria Group Inc | $9M | 0.1% | 134,259 |
| MRVLMarvell Technology Inc | $9M | 0.1% | 34,054 |
| FIRST TR EXCHNG TRADED FD VI | $9M | 0.1% | 146,289 |
| FIRST TR EXCHNG TRADED FD VI | $8.9M | 0.1% | 156,623 |
| TIPiShares TIPS Bond ETF | $8.9M | 0.1% | 85,466 |
| JVALJPMorgan U.S. Value Factor ETF | $8.8M | 0.1% | 151,936 |
| RECSColumbia Research Enhanced Core ETF | $8.8M | 0.1% | 194,951 |
| BKNGBooking Holdings Inc | $8.8M | 0.1% | 53,931 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $8.8M | 0.1% | 71,176 |
| NTRANatera Inc | $8.7M | 0.1% | 21,163 |
| JPSTJPMorgan Ultra-Short Income ETF | $8.7M | 0.1% | 172,631 |
| FEDERATED HERMES ETF TRUST | $8.7M | 0.1% | 244,106 |
| ARWArrow Electronics Inc | $8.7M | 0.1% | 38,262 |
| XLUState Street Utilities Select Sector SPDR ETF | $8.7M | 0.1% | 219,453 |
| SYKStryker Corp | $8.6M | 0.1% | 31,400 |
| MPCMarathon Petroleum Corp | $8.6M | 0.1% | 21,808 |
| AGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund | $8.6M | 0.1% | 208,892 |
| ETREntergy Corp | $8.6M | 0.1% | 86,585 |
| DHRDanaher Corp | $8.5M | 0.1% | 38,501 |
| SCHPSCHWAB STRATEGIC TR | $8.5M | 0.1% | 339,398 |
| QCOMQualcomm Inc | $8.5M | 0.1% | 46,120 |
| FRANKLIN TEMPLETON ETF TR | $8.5M | 0.1% | 147,317 |
| APDAir Products and Chemicals Inc | $8.4M | 0.1% | 30,219 |
| UBERUber Technologies Inc | $8.4M | 0.1% | 122,407 |
| IEURiShares Core MSCI Europe ETF | $8.3M | 0.1% | 113,157 |
| ECLEcolab Inc | $8.3M | 0.1% | 30,157 |
| BLVVanguard Long-Term Bond ETF | $8.3M | 0.1% | 131,958 |
| DFARDimensional US Real Estate ETF | $8.2M | 0.1% | 340,160 |
| EMEEMCOR Group Inc | $8.2M | 0.1% | 10,883 |
| NORTHERN LTS FD TR IV | $8.2M | 0.1% | 114,419 |
| AGGiShares Core U.S. Aggregate Bond ETF | $8.2M | 0.1% | 86,520 |
| LEGG MASON ETF INVT | $8.2M | 0.1% | 195,672 |
| TOTALENERGIES SE | $8.1M | 0.1% | 94,630 |
| LITELumentum Holdings Inc | $8M | 0.1% | 8,242 |
| FIRST TR EXCHNG TRADED FD VI | $8M | 0.1% | 166,323 |
| MDLZMondelez International Inc | $7.9M | 0.1% | 137,342 |
| TLTiShares 20+ Year Treasury Bond ETF | $7.9M | 0.1% | 102,051 |
| BDXBecton Dickinson and Co | $7.9M | 0.1% | 44,192 |
| FIRST TR EXCHNG TRADED FD VI | $7.9M | 0.1% | 139,646 |
| 2023 ETF SERIES TRUST | $7.9M | 0.1% | 276,564 |
| LOWLowe's Companies Inc | $7.9M | 0.1% | 42,648 |
| PGRProgressive Corp | $7.9M | 0.1% | 37,868 |
| CGGRCapital Group Growth ETF | $7.7M | 0.1% | 162,981 |
| VYMVanguard High Dividend Yield ETF | $7.6M | 0.1% | 49,130 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $7.6M | 0.1% | 14,973 |
| MGKVanguard Mega Cap Growth ETF | $7.6M | 0.1% | 82,042 |
| CAPITAL GROUP NEW GEOGRAPHY | $7.6M | 0.1% | 207,761 |
| CMICummins Inc | $7.5M | 0.1% | 14,592 |
| EXPDExpeditors International of Washington Inc | $7.5M | 0.1% | 40,796 |
| CLHClean Harbors Inc | $7.5M | 0.1% | 24,141 |
| ISHARES TR | $7.5M | 0.1% | 84,226 |
| SCHESchwab Emerging Markets Equity ETF | $7.5M | 0.1% | 204,914 |
| VDEVanguard Energy ETF | $7.4M | 0.1% | 43,197 |
| SCHDSchwab US Dividend Equity ETF | $7.4M | 0.1% | 227,968 |
| ILDRFirst Trust Innovation Leaders ETF | $7.4M | 0.1% | 187,452 |
| FANGDiamondback Energy Inc | $7.3M | 0.1% | 39,608 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $7.2M | 0.1% | 78,573 |
| CRH PLC | $7.2M | 0.1% | 87,302 |
| BUFRFT Vest Laddered Buffer ETF | $7.2M | 0.1% | 192,464 |
| WMBWilliams Companies Inc | $7.2M | 0.1% | 106,072 |
| EBAYeBay Inc | $7.2M | 0.1% | 67,759 |
| NOCNorthrop Grumman Corp | $7.2M | 0.1% | 14,861 |
| PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $7.2M | 0.1% | 372,129 |
| FNDFSchwab Fundamental International Equity ETF | $7.2M | 0.1% | 133,604 |
| ICEIntercontinental Exchange Inc | $7.2M | 0.1% | 47,225 |
| VEEVVeeva Systems Inc | $7.1M | 0.1% | 24,935 |
| WDCWestern Digital Corp | $7.1M | 0.1% | 15,630 |
| MMM3M Co | $7.1M | 0.1% | 43,267 |
| VRTVertiv Holdings Co | $7M | 0.1% | 29,097 |
| CAHCardinal Health Inc | $7M | 0.1% | 31,370 |
| PNFPPinnacle Financial Partners Inc | $7M | 0.1% | 74,251 |
| VTEIVanguard Tax-Managed Funds Vanguard Intermediate-Term Tax-Exempt Bond ETF | $6.8M | 0.1% | 71,797 |
| WMWaste Management Inc | $6.8M | 0.1% | 33,380 |
| CSXCSX Corp | $6.7M | 0.1% | 145,029 |
| ACWIiShares MSCI ACWI ETF | $6.7M | 0.1% | 42,431 |
| MASMasco Corp | $6.7M | 0.1% | 99,848 |
| ITWIllinois Tool Works Inc | $6.7M | 0.1% | 26,098 |
| VOEVanguard Mid-Cap Value ETF | $6.7M | 0.1% | 34,144 |
| DGDollar General Corp | $6.7M | 0.1% | 55,709 |
| DUKDuke Energy Corp | $6.7M | 0.1% | 58,367 |
| FIDELITY COVINGTON TRUST | $6.6M | 0.1% | 147,457 |
| PAYXPaychex Inc | $6.6M | 0.1% | 67,176 |
| ARMArm Holdings PLC | $6.6M | 0.1% | 22,677 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $6.5M | 0.1% | 83,557 |
| CVSCVS Health Corp | $6.5M | 0.1% | 76,122 |
| MGVVanguard Mega Cap Value ETF | $6.5M | 0.1% | 40,475 |
| OAEMOneAscent Emerging Markets ETF | $6.5M | 0.1% | 132,225 |
| FBCGFidelity Blue Chip Growth ETF | $6.5M | 0.1% | 102,888 |
| FRANKLIN TEMPLETON ETF TR | $6.5M | 0.1% | 97,227 |
| SHViShares 0-1 Year Treasury Bond ETF | $6.5M | 0.1% | 58,699 |
| JANUS DETROIT STR TR | $6.4M | 0.1% | 127,941 |
| HONHoneywell International Inc | $6.4M | 0.1% | 30,251 |
| TE CONNECTIVITY PLC | $6.4M | 0.1% | 30,225 |
| EOGEOG Resources Inc | $6.4M | 0.1% | 46,283 |
| IEIiShares 3-7 Year Treasury Bond ETF | $6.3M | 0.1% | 55,907 |
| SNDKSandisk Corp | $6.2M | 0.1% | 3,570 |
| FIRST TR EXCHANGE-TRADED FD | $6.1M | 0.1% | 294,013 |
| RIORio Tinto PLC | $6.1M | 0.1% | 64,434 |
| ISHARES TR | $6.1M | 0.1% | 287,006 |
| NGGNational Grid PLC | $6.1M | 0.1% | 79,870 |
| CEFSprott Physical Gold and Silver Trust | $6M | 0.1% | 145,631 |
| SKHYSK Hynix Inc | $6M | 0.1% | 32,758 |
| XLIState Street Industrial Select Sector SPDR ETF | $6M | 0.1% | 36,093 |
| ULUnilever PLC | $6M | 0.1% | 98,329 |
| FLQLFRANKLIN TEMPLETON ETF TR | $5.9M | 0.1% | 75,731 |
| NVONovo Nordisk A/S | $5.9M | 0.1% | 156,371 |
| SNYSanofi SA | $5.9M | 0.1% | 143,750 |
| KEXKirby Corp | $5.9M | 0.1% | 44,999 |
| CENOVUS ENERGY INC | $5.9M | 0.1% | 189,596 |
| AJGArthur J. Gallagher & Co. | $5.9M | 0.1% | 25,696 |
| SNPSSynopsys Inc | $5.9M | 0.1% | 13,470 |
| SPOTIFY TECHNOLOGY S A | $5.9M | 0.1% | 12,015 |
| CIENCiena Corp | $5.8M | 0.1% | 16,600 |
| IDEViShares Core MSCI International Developed Markets ETF | $5.8M | 0.1% | 64,828 |
| RSGRepublic Services Inc | $5.7M | 0.1% | 27,378 |
| AMTAmerican Tower Corp | $5.7M | 0.1% | 35,053 |
| SNOWSnowflake Inc | $5.7M | 0.1% | 16,870 |
| ILMNIllumina Inc | $5.7M | 0.1% | 20,833 |
| FIRST TR EXCHANGE-TRADED FD | $5.7M | 0.1% | 276,076 |
| IQVIQVIA Holdings Inc | $5.7M | 0.1% | 21,094 |
| NDAQNasdaq Inc | $5.7M | 0.1% | 61,564 |
| TECHNIPFMC PLC | $5.6M | 0.1% | 82,669 |
| ISHARES TR | $5.6M | 0.1% | 54,363 |
| FASTFastenal Co | $5.6M | 0.1% | 112,886 |
| IBKRInteractive Brokers Group Inc | $5.6M | 0.1% | 65,086 |
| CIBRFirst Trust NASDAQ Cybersecurity ETF | $5.6M | 0.1% | 53,842 |
| PIMCO ETF TR | $5.5M | 0.1% | 100,786 |
| USMViShares MSCI USA Min Vol Factor ETF | $5.5M | 0.1% | 56,866 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $5.5M | 0.1% | 33,312 |
| INNOVATOR ETFS TRUST | $5.5M | 0.1% | 159,650 |
| VTWOVanguard Russell 2000 ETF | $5.5M | 0.1% | 48,792 |
| ISHARES TR | $5.4M | 0.1% | 103,462 |
| FIRST TR EXCHNG TRADED FD VI | $5.4M | 0.1% | 134,316 |
| LIBERTY GLOBAL LTD | $5.4M | 0.1% | 607,322 |
| HWMHowmet Aerospace Inc | $5.4M | 0.1% | 23,694 |
| SHWSherwin-Williams Co | $5.3M | 0.1% | 16,549 |
| FIRST TR EXCHNG TRADED FD VI | $5.3M | 0.1% | 118,655 |
| NETCloudflare Inc | $5.3M | 0.1% | 15,353 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $5.3M | 0.1% | 53,337 |
| SAPSAP SE | $5.3M | 0.1% | 25,276 |
| WRBW. R. Berkley Corp | $5.3M | 0.1% | 77,998 |
| HARBOR ETF TRUST | $5.2M | 0.1% | 148,258 |
| DONWisdomTree U.S. MidCap Dividend Fund | $5.2M | 0.1% | 96,367 |
| FLEX LTD | $5.2M | 0.1% | 47,267 |
| ABNBAirbnb Inc | $5.2M | 0.1% | 32,091 |
| TMUST-Mobile US Inc | $5.1M | 0.1% | 31,483 |
| GWWWW Grainger Inc | $5.1M | 0.1% | 4,119 |
| AIGAmerican International Group Inc | $5.1M | 0.1% | 68,798 |
| VCLTVanguard Long-Term Corporate Bond ETF | $5.1M | 0.1% | 74,428 |
| XSOEWISDOMTREE TR | $5.1M | 0.1% | 108,584 |
| LDPCohen & Steers Ltd Duration Preferred & Income Fund Inc | $5.1M | 0.1% | 262,703 |
| BMYBristol-Myers Squibb Co | $5.1M | 0.1% | 81,277 |
| SCHXSchwab U.S. Large-Cap ETF | $5.1M | 0.1% | 168,832 |
| MUFGMitsubishi UFJ Financial Group Inc | $5.1M | 0.1% | 219,426 |
| IGViShares Expanded Tech-Software Sector ETF | $5.1M | 0.1% | 47,507 |
| FIXComfort Systems USA Inc | $5.1M | 0.1% | 3,054 |
| ACCENTURE PLC IRELAND | $5M | 0.1% | 27,459 |
| XSMOInvesco S&P SmallCap Momentum ETF | $5M | 0.1% | 61,399 |
| SONYSony Group Corp | $5M | 0.1% | 212,586 |
| FEFirstEnergy Corp | $5M | 0.1% | 115,000 |
| BUFDFT Vest Laddered Deep Buffer ETF | $5M | 0.1% | 164,014 |
| FIRST TR EXCHNG TRADED FD VI | $5M | 0.1% | 132,262 |
| SHELShell PLC | $5M | 0.1% | 52,284 |
| AWKAmerican Water Works Co Inc | $5M | 0.1% | 38,349 |
| T ROWE PRICE EXCHANGE-TRADED | $4.9M | 0.1% | 121,609 |
| PSXPhillips 66 | $4.9M | 0.1% | 19,285 |
| MANAGED PORTFOLIO SER | $4.9M | 0.1% | 190,050 |
| APOApollo Global Management Inc | $4.9M | 0.1% | 42,261 |
| NDSNNordson Corp | $4.9M | 0.1% | 14,926 |
| CARRCarrier Global Corp | $4.9M | 0.1% | 89,027 |
| ZTSZoetis Inc | $4.9M | 0.1% | 69,572 |
| TDYTeledyne Technologies Inc | $4.9M | 0.1% | 7,997 |
| ENBEnbridge Inc | $4.9M | 0.1% | 104,344 |
| DDOGDatadog Inc (Pre-Reincorporation) | $4.8M | 0.1% | 17,599 |
| INNOVATOR ETFS TRUST | $4.8M | 0.1% | 102,038 |
| NEBIUS GROUP N.V. | $4.8M | 0.1% | 20,316 |
| INNOVATOR ETFS TRUST | $4.8M | 0.1% | 102,544 |
| SPTLState Street SPDR Portfolio Long Term Treasury ETF | $4.8M | 0.1% | 200,316 |
| IJRiShares Core S&P Small-Cap ETF | $4.8M | 0.1% | 34,944 |
| SHYiShares 1-3 Year Treasury Bond ETF | $4.7M | 0.1% | 58,364 |
| TWLOTwilio Inc | $4.7M | 0.1% | 16,012 |
| LMTLockheed Martin Corp | $4.7M | 0.1% | 9,190 |
| CICigna Group | $4.7M | 0.1% | 17,200 |
| IWMiShares Russell 2000 Index Fund | $4.6M | 0.1% | 16,719 |
| TFCTruist Financial Corp | $4.6M | 0.1% | 99,953 |
| IBBiShares Nasdaq Biotechnology Index Fund | $4.6M | 0.1% | 21,877 |
| HLTHilton Worldwide Holdings Inc | $4.6M | 0.1% | 14,378 |
| KNXKnight-Swift Transportation Holdings Inc | $4.6M | 0.1% | 71,898 |
| HSYHershey Co | $4.6M | 0.1% | 28,985 |
| VWOBVanguard Emerging Markets Government Bond ETF | $4.6M | 0.1% | 72,336 |
| DFA INVT DIMENSIONS GROUP IN | $4.6M | 0.1% | 108,599 |
| FERGFerguson Enterprises Inc | $4.5M | 0.1% | 20,308 |
| VHTVanguard Health Care ETF | $4.5M | 0.1% | 14,288 |
| OEFiShares S&P 100 Fund | $4.5M | 0.1% | 11,785 |
| IWDiShares Russell 1000 Value ETF | $4.5M | 0.1% | 18,023 |
| ISHARES TR | $4.5M | 0.1% | 190,486 |
| MORGAN STANLEY ETF TRUST | $4.4M | 0.1% | 92,744 |
| COHEN & STEERS INFRASTRUCTUR | $4.4M | 0.1% | 180,298 |
| SSNCSS&C Technologies Holdings Inc | $4.4M | 0.1% | 57,609 |
| IBITiShares Bitcoin Trust ETF | $4.4M | 0.1% | 93,450 |
| CDNSCadence Design Systems Inc | $4.4M | 0.1% | 13,342 |
| SLBSLB NV | $4.4M | 0.1% | 89,478 |
| HQYHealthequity Inc | $4.4M | 0.1% | 49,236 |
| CAMBRIA ETF TR | $4.3M | 0.1% | 172,575 |
| ETF SER SOLUTIONS | $4.3M | 0.1% | 91,939 |
| CTVACorteva Inc | $4.3M | 0.1% | 55,470 |
| CFGCitizens Financial Group Inc | $4.3M | 0.1% | 67,057 |
| WSTWest Pharmaceutical Services Inc | $4.2M | 0.0% | 11,411 |
| OASCOneAscent Enhanced Small and Mid Cap ETF | $4.2M | 0.0% | 124,407 |
| FIRST TR EXCHANGE-TRADED FD | $4.2M | 0.0% | 218,730 |
| RFRegions Financial Corp | $4.2M | 0.0% | 156,155 |
| DDominion Energy Inc | $4.2M | 0.0% | 69,319 |
| JKHYJack Henry & Associates Inc | $4.2M | 0.0% | 29,267 |
| CMCSAComcast Corp | $4.2M | 0.0% | 192,072 |
| SEICSEI Investments Co | $4.2M | 0.0% | 40,712 |
| EA SERIES TRUST | $4.2M | 0.0% | 98,040 |
| VOTVanguard Mid-Cap Growth ETF | $4.2M | 0.0% | 14,265 |
| ULTAUlta Beauty Inc | $4.2M | 0.0% | 7,625 |
| IM GLOBAL PARTNER FUNDS | $4.2M | 0.0% | 127,945 |
| EQIXEquinix Inc | $4.1M | 0.0% | 4,076 |
| CGUSCapital Group Core Equity ETF | $4.1M | 0.0% | 92,564 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $4.1M | 0.0% | 77,499 |
| AIRRFirst Trust RBA American Industrial Renaissance ETF | $4.1M | 0.0% | 39,672 |
| TDIVFirst Trust NASDAQ Technology Dividend Index Fund | $4.1M | 0.0% | 36,284 |
| NXP SEMICONDUCTORS N V | $4.1M | 0.0% | 17,207 |
| FIRST TR EXCHANGE-TRADED FD | $4.1M | 0.0% | 107,691 |
| LMBSFirst Trust Low Duration Opportunities ETF | $4.1M | 0.0% | 84,158 |
| FRANKLIN TEMPLETON ETF TR | $4.1M | 0.0% | 198,353 |
| SCHISchwab 5-10 Year Corporate Bond ETF | $4.1M | 0.0% | 188,931 |
| VNQVanguard Real Estate ETF | $4M | 0.0% | 45,110 |
| URIUnited Rentals Inc | $4M | 0.0% | 4,035 |
| MGCVanguard Mega Cap ETF | $4M | 0.0% | 14,283 |
| PIMCO ETF TR | $4M | 0.0% | 81,915 |
| APAAPA Corp (US) | $4M | 0.0% | 96,738 |
| IYJiShares U.S. Industrials ETF | $4M | 0.0% | 26,166 |
| XELXcel Energy Inc | $4M | 0.0% | 56,914 |
| WISDOMTREE TR | $4M | 0.0% | 95,151 |
| DRIDarden Restaurants Inc | $4M | 0.0% | 20,633 |
| MOG.AMoog Inc | $3.9M | 0.0% | 10,352 |
| METMetLife Inc | $3.9M | 0.0% | 41,907 |
| SESea Ltd | $3.9M | 0.0% | 40,523 |
| ADBEAdobe Inc | $3.9M | 0.0% | 16,422 |
| OKEONEOK Inc | $3.9M | 0.0% | 46,152 |
| QTECFIRST TR EXCHANGE-TRADED FD | $3.9M | 0.0% | 11,877 |
| GOLDMAN SACHS ETF TR | $3.9M | 0.0% | 81,172 |
| POOLPool Corp | $3.9M | 0.0% | 24,123 |
| BXBlackstone Inc | $3.9M | 0.0% | 34,795 |
| VPUVanguard Utilities ETF | $3.9M | 0.0% | 22,742 |
| NSCNorfolk Southern Corp | $3.9M | 0.0% | 12,550 |
| LPLALPL Financial Holdings Inc | $3.9M | 0.0% | 12,636 |
| BINCiShares Flexible Income Active ETF | $3.9M | 0.0% | 76,070 |
| VFHVanguard Financials ETF | $3.9M | 0.0% | 29,657 |
| FEMFirst Trust Emerging Markets AlphaDEX Fund | $3.9M | 0.0% | 119,695 |
| FTECFIDELITY COVINGTON TRUST | $3.9M | 0.0% | 12,833 |
| MORGAN STANLEY ETF TRUST | $3.8M | 0.0% | 40,672 |
| VISVanguard Industrials ETF | $3.8M | 0.0% | 12,009 |
| BILSSPDR Bloomberg 3-12 Month T-Bill ETF | $3.8M | 0.0% | 38,745 |
| CBRECBRE Group Inc | $3.8M | 0.0% | 29,921 |
| OMCOmnicom Group Inc | $3.8M | 0.0% | 51,966 |
| SPCXSpace Exploration Technologies Corp | $3.8M | 0.0% | 25,357 |
Quarter ending 2026-09-30.
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