Market Value40,491,660,768
Total Holdings877
File Date2023-02-14
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
NSC / Norfolk Southern Corporation
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
NEO / NeoGenomics, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
AVY / Avery Dennison Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IWB / iShares Trust - iShares Russell 1000 ETF
PG / The Procter & Gamble Company
BR / Broadridge Financial Solutions, Inc.
LNC / Lincoln National Corporation
NFLX / Netflix, Inc.
SCHW / The Charles Schwab Corporation
MULN / Mullen Automotive, Inc.
HUM / Humana Inc.
RONI / Rice Acquisition Corp II - Class A
GMDA / Gamida Cell Ltd.
ADTH / AdTheorent Holding Company, Inc.
CLMT / Calumet, Inc.
DVN / Devon Energy Corporation
COO / The Cooper Companies, Inc.
BMRN / BioMarin Pharmaceutical Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
WCN / Waste Connections, Inc.
TOST / Toast, Inc.
TROW / T. Rowe Price Group, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
CVX / Chevron Corporation
ADUS / Addus HomeCare Corporation
BSM / Black Stone Minerals, L.P. - Limited Partnership
CRI / Carter's, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
CMI / Cummins Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
OABI / OmniAb, Inc.
ADM / Archer-Daniels-Midland Company
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
CMCSA / Comcast Corporation
IBB / iShares Trust - iShares Biotechnology ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
CWAN / Clearwater Analytics Holdings, Inc.
BAM / Brookfield Asset Management Ltd.
COP / ConocoPhillips
MSFT / Microsoft Corporation
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
RLI / RLI Corp.
TRMB / Trimble Inc.
PPG / PPG Industries, Inc.
HON / Honeywell International Inc.
ICLR / ICON Public Limited Company
OTIS / Otis Worldwide Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
SBAC / SBA Communications Corporation
EQT / EQT Corporation
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
MDLZ / Mondelez International, Inc.
PCAR / PACCAR Inc
ADPT / Adaptive Biotechnologies Corporation
SITM / SiTime Corporation
GOLD / Barrick Mining Corporation
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
KKR / KKR & Co. Inc.
BCLYF / Barclays PLC
ROST / Ross Stores, Inc.
DOV / Dover Corporation
DIS / The Walt Disney Company
SIGA / SIGA Technologies, Inc.
XYL / Xylem Inc.
SNN / Smith & Nephew plc - Depositary Receipt (Common Stock)
PLNT / Planet Fitness, Inc.
KRP / Kimbell Royalty Partners, LP - Limited Partnership
LNW / Light & Wonder, Inc.
BROS / Dutch Bros Inc.
OHI / Omega Healthcare Investors, Inc.
FSS / Federal Signal Corporation
CREE / Cree, Inc.
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
J / Jacobs Solutions Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
CMS / CMS Energy Corporation
HGV / Hilton Grand Vacations Inc.
SCI / Service Corporation International
MORN / Morningstar, Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
WMB / The Williams Companies, Inc.
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
NEE / NextEra Energy, Inc.
LOPE / Grand Canyon Education, Inc.
WMT / Walmart Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
DAL / Delta Air Lines, Inc.
MNRO / Monro, Inc.
TDG / TransDigm Group Incorporated
JNCE / Jounce Therapeutics Inc
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
MMP / Magellan Midstream Partners L.P.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
AROC / Archrock, Inc.
DAN / Dana Incorporated
LABU / Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X Shares
RSX / VanEck ETF Trust - VanEck Russia ETF
ZM / Zoom Communications Inc.
NSTB / Northern Star Investment Corp. II
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
CAH / Cardinal Health, Inc.
CNI / Canadian National Railway Company
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
CDC / Lehman Abs Corp Backed Trust Certs Ser 2001-19 - Preferred Security
JEF / Jefferies Financial Group Inc.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
MMC / Marsh & McLennan Companies, Inc.
LTHM / Livent Corporation
CNX / CNX Resources Corporation
OI / O-I Glass, Inc.
AMD / Advanced Micro Devices, Inc.
YUM / Yum! Brands, Inc.
PRO / PROS Holdings, Inc.
RKT / Rocket Companies, Inc.
GBDC / Golub Capital BDC, Inc.
FMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock)
CFLT / Confluent, Inc.
FTCH / Farfetch Limited
MODN / Model N, Inc.
NLOK / NortonLifeLock Inc
DOW / Dow Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
AAON / AAON, Inc.
ULTA / Ulta Beauty, Inc.
BAX / Baxter International Inc.
LAMR / Lamar Advertising Company
INO / Inovio Pharmaceuticals, Inc.
BKH / Black Hills Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
GOOGL / Alphabet Inc.
OCUL / Ocular Therapeutix, Inc.
CPT / Camden Property Trust
MBB / iShares Trust - iShares MBS ETF
ADSK / Autodesk, Inc.
SEIC / SEI Investments Company
BRZE / Braze, Inc.
SWAV / Shockwave Medical, Inc.
RTO / Rentokil Initial plc - Depositary Receipt (Common Stock)
MRK / Merck & Co., Inc.
US7587501039 / Regal-Beloit Corp.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
TMX / Terminix Global Holdings Inc
BITO / ProShares Trust - ProShares Bitcoin ETF
TEN / Tsakos Energy Navigation Limited
IBDN / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Corporate ETF
TLYS / Tilly's, Inc.
GLO / Clough Global Opportunities Fund
TRVG / trivago N.V. - Depositary Receipt (Common Stock)
DARE / Daré Bioscience, Inc.
PGEN / Precigen, Inc.
FTCI / FTC Solar, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
/ Hillman Solutions Corp.
MTCH / Match Group, Inc.
ZEV / Lightning eMotors Inc
TPZ / Tortoise Essential Energy Fund
CEQP / Crestwood Equity Partners LP - Unit
CLM / Cornerstone Strategic Investment Fund, Inc.
CLR / Continental Resources Inc (OKLA)
JBI / Janus International Group, Inc.
KBE / SPDR Series Trust - SPDR S&P Bank ETF
ABMD / Abiomed Inc.
SLY / SPDR Series Trust - SPDR S&P 600 Small Cap ETF
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
BIOR / Biora Therapeutics, Inc.
BRK.B / Berkshire Hathaway Inc.
TYL / Tyler Technologies, Inc.
CNC / Centene Corporation
APH / Amphenol Corporation
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
TIP / iShares Trust - iShares TIPS Bond ETF
LMT / Lockheed Martin Corporation
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
CL / Colgate-Palmolive Company
URI / United Rentals, Inc.
MIDD / The Middleby Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
A / Agilent Technologies, Inc.
VICSX / Vanguard Scottsdale Funds - Vanguard IT Corporate Bond Index Fund Admiral
ESI / Element Solutions Inc
ABC / Amerisource Bergen Corp.
AMAT / Applied Materials, Inc.
SMCI / Super Micro Computer, Inc.
BILL / BILL Holdings, Inc.
SLB / Schlumberger Limited
HGEN / Humanigen, Inc.
CSL / Carlisle Companies Incorporated
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
VRTX / Vertex Pharmaceuticals Incorporated
AON / Aon plc
SRPT / Sarepta Therapeutics, Inc.
MS / Morgan Stanley
ROL / Rollins, Inc.
TRU / TransUnion
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
MAR / Marriott International, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
MDXG / MiMedx Group, Inc.
VNOM / Viper Energy, Inc.
EWC / iShares, Inc. - iShares MSCI Canada ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
EXC / Exelon Corporation
ROK / Rockwell Automation, Inc.
FISV / Fiserv, Inc.
EFX / Equifax Inc.
PM / Philip Morris International Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
TEX / Terex Corporation
VFC / V.F. Corporation
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
NTRS / Northern Trust Corporation
PAVM / PAVmed Inc.
AVLR / Avalara Inc
GIS / General Mills, Inc.
ES / Eversource Energy
NTLA / Intellia Therapeutics, Inc.
IT / Gartner, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
CRSP / CRISPR Therapeutics AG
DAR / Darling Ingredients Inc.
SUPN / Supernus Pharmaceuticals, Inc.
AB / AllianceBernstein Holding L.P. - Limited Partnership
SOFI / SoFi Technologies, Inc.
COF / Capital One Financial Corporation
TMCI / Treace Medical Concepts, Inc.
JPM / JPMorgan Chase & Co.
TSCO / Tractor Supply Company
WIX / Wix.com Ltd.
VLO / Valero Energy Corporation
GILD / Gilead Sciences, Inc.
MLPB / ETRACS Alerian MLP Infrastructure Index ETN - Corporate Bond/Note
GM / General Motors Company
TREX / Trex Company, Inc.
HEP / Holly Energy Partners L.P. - Unit
FRC / First Republic Bank
AQUA / Evoqua Water Technologies Corp
ZTS / Zoetis Inc.
SNT / Senstar Technologies Corporation
FLEX / Flex Ltd.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
CNHI / CNH Industrial N.V.
ONEM / 1life Healthcare Inc
SYK / Stryker Corporation
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
MAS / Masco Corporation
EPAM / EPAM Systems, Inc.
AXDX / Accelerate Diagnostics, Inc.
AMN / AMN Healthcare Services, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
DT / Dynatrace, Inc.
LBRDK / Liberty Broadband Corporation
HOMZ / ETF Series Solutions - Hoya Capital Housing ETF
AMC / AMC Entertainment Holdings, Inc.
ESS / Essex Property Trust, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
CEG / Constellation Energy Corporation
AXL / American Axle & Manufacturing Holdings, Inc.
OWL / Blue Owl Capital Inc.
KO / The Coca-Cola Company
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
LSCC / Lattice Semiconductor Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
IWM / iShares Trust - iShares Russell 2000 ETF
STNE / StoneCo Ltd.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
XOM / Exxon Mobil Corporation
CBOE / Cboe Global Markets, Inc.
SIRI / Sirius XM Holdings Inc.
RPM / RPM International Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
IVZ / Invesco Ltd.
KAR / OPENLANE, Inc.
VZ / Verizon Communications Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
GTLS / Chart Industries, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
PEP / PepsiCo, Inc.
NU / Nu Holdings Ltd.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
SIVB / SVB Financial Group
EFA / iShares Trust - iShares MSCI EAFE ETF
BIIB / Biogen Inc.
BHIL / Benson Hill, Inc.
MMM / 3M Company
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
DCP / DCP Midstream LP - Unit
VLTA / Volta Inc - Class A
USER / UserTesting Inc
VCEL / Vericel Corporation
ALSN / Allison Transmission Holdings, Inc.
AOS / A. O. Smith Corporation
MDB / MongoDB, Inc.
STAA / STAAR Surgical Company
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
MNRL / Brigham Minerals Inc - Class A
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
OEF / iShares Trust - iShares S&P 100 ETF
ZVIA / Zevia PBC
ACGL / Arch Capital Group Ltd.
BK / The Bank of New York Mellon Corporation
BX / Blackstone Inc.
KR / The Kroger Co.
VUG / Vanguard Index Funds - Vanguard Growth ETF
ROAD / Construction Partners, Inc.
STVN / Stevanato Group S.p.A.
FDX / FedEx Corporation
ABNB / Airbnb, Inc.
LLY / Eli Lilly and Company
AZEK / The AZEK Company Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
LILAK / Liberty Latin America Ltd.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
META / Meta Platforms, Inc.
KNSL / Kinsale Capital Group, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
NDAQ / Nasdaq, Inc.
DM / Desktop Metal, Inc.
WBA / Walgreens Boots Alliance, Inc.
TECH / Bio-Techne Corporation
TMUS / T-Mobile US, Inc.
OTRK / Ontrak, Inc.
HHC / Howard Hughes Corporation
IAA / IAA Inc
KEY / KeyCorp
OGN / Organon & Co.
BLFS / BioLife Solutions, Inc.
DVAX / Dynavax Technologies Corporation
PXD / Pioneer Natural Resources Company
TRTN / Triton International Limited
IWV / iShares Trust - iShares Russell 3000 ETF
WES / Western Midstream Partners, LP - Limited Partnership
REGN / Regeneron Pharmaceuticals, Inc.
PPT / Putnam Premier Income Trust
CRMD / CorMedix Inc.
SHOP / Shopify Inc.
OKTA / Okta, Inc.
HALO / Halozyme Therapeutics, Inc.
AMJ / JPMorgan Alerian MLP Index ETN - Corporate Bond/Note
IRTC / iRhythm Technologies, Inc.
TFX / Teleflex Incorporated
BALL / Ball Corporation
RPRX / Royalty Pharma plc
STRV / EA Series Trust - Strive 500 ETF
EBAY / eBay Inc.
C.WSA / Citigroup, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
GGN / GAMCO Global Gold, Natural Resources & Income Trust
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
BMY / Bristol-Myers Squibb Company
FLR / Fluor Corporation
NTCT / NetScout Systems, Inc.
FCX / Freeport-McMoRan Inc.
CTLT / Catalent, Inc.
HPQ / HP Inc.
NXST / Nexstar Media Group, Inc.
AVDL / Avadel Pharmaceuticals plc
RYAN / Ryan Specialty Holdings, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
OPP / RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
EW / Edwards Lifesciences Corporation
ACI / Albertsons Companies, Inc.
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
EVGO / EVgo, Inc.
BDX / Becton, Dickinson and Company
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
HLGN / Heliogen, Inc.
VERX / Vertex, Inc.
IAU / iShares Gold Trust
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
SPLK / Splunk Inc.
GLD / SPDR Gold Trust
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
ACES / ALPS ETF Trust - ALPS Clean Energy ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
MO / Altria Group, Inc.
PTC / PTC Inc.
ORI / Old Republic International Corporation
TWST / Twist Bioscience Corporation
NS / NuStar Energy L.P. - Limited Partnership
KDP / Keurig Dr Pepper Inc.
XNCR / Xencor, Inc.
SH / ProShares Trust - ProShares Short S&P500
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
VIVK / Vivakor, Inc.
SHCR / Sharecare, Inc.
KIQ / Kelso Technologies Inc.
QLD / ProShares Trust - ProShares Ultra QQQ
UNVR / Univar Solutions Inc
NTR / Nutrien Ltd.
BKR / Baker Hughes Company
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
CP / Canadian Pacific Kansas City Limited
DFS / Discover Financial Services
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
GXO / GXO Logistics, Inc.
/ Vita Coco Co Inc/The
US54570M1080 / LOTTERY.COM INC
CWEN / Clearway Energy, Inc.
SMAR / Smartsheet Inc.
IRDM / Iridium Communications Inc.
CLVT / Clarivate Plc
ACEL / Accel Entertainment, Inc.
INVH / Invitation Homes Inc.
FAS / Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
LICY / Li-Cycle Holdings Corp.
MDY / SPDR S&P MidCap 400 ETF Trust
F / Ford Motor Company
HTGC / Hercules Capital, Inc.
DOCN / DigitalOcean Holdings, Inc.
NVDA / NVIDIA Corporation
G / Genpact Limited
MODG / Topgolf Callaway Brands Corp.
TELL / Tellurian Inc.
FOLD / Amicus Therapeutics, Inc.
THG / The Hanover Insurance Group, Inc.
AXP / American Express Company
FFIV / F5, Inc.
WFC / Wells Fargo & Company
HD / The Home Depot, Inc.
OXLC / Oxford Lane Capital Corp.
ETN / Eaton Corporation plc
CHPT / ChargePoint Holdings, Inc.
SPG / Simon Property Group, Inc.
FERG / Ferguson Enterprises Inc.
PANW / Palo Alto Networks, Inc.
TPL / Texas Pacific Land Corporation
ONB / Old National Bancorp
PTRA / Proterra Inc
SFM / Sprouts Farmers Market, Inc.
PLD / Prologis, Inc.
RBA / RB Global, Inc.
NUE / Nucor Corporation
BFAM / Bright Horizons Family Solutions Inc.
FTV / Fortive Corporation
EVG / Eaton Vance Short Duration Diversified Income Fund
BCS / Barclays PLC - Depositary Receipt (Common Stock)
LFG / Archaea Energy Inc - Class A
CCK / Crown Holdings, Inc.
AMLX / Amylyx Pharmaceuticals, Inc.
GTX / Garrett Motion Inc.
RHI / Robert Half Inc.
SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY / Misc (808515530)
CFO / Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
IBTD / iShares Trust - iShares iBonds Dec 2023 Term Treasury ETF
ATVI / Activision Blizzard Inc
US256163AD89 / CONVERTIBLE ZERO
DLTR / Dollar Tree, Inc.
VMW / Vmware Inc. - Class A
TGT / Target Corporation
CHX / ChampionX Corporation
JSTC / Tidal Trust I - Adasina Social Justice All Cap Global ETF
GLW / Corning Incorporated
AMPS / Altus Power, Inc.
ACVA / ACV Auctions Inc.
AMTX / Aemetis, Inc.
MDC / M.D.C. Holdings, Inc.
MU / Micron Technology, Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
CAT / Caterpillar Inc.
TPX / Somnigroup International Inc.
NTAP / NetApp, Inc.
GOOG / Alphabet Inc.
AMGN / Amgen Inc.
SO / The Southern Company
INMD / InMode Ltd.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
DOCU / DocuSign, Inc.
ECL / Ecolab Inc.
RMD / ResMed Inc.
VEGI / iShares, Inc. - iShares MSCI Agriculture Producers ETF
CM / Canadian Imperial Bank of Commerce
DRLL / EA Series Trust - Strive U.S. Energy ETF
STX / Seagate Technology Holdings plc
WU / The Western Union Company
WTFC / Wintrust Financial Corporation
PH / Parker-Hannifin Corporation
FE / FirstEnergy Corp.
EMR / Emerson Electric Co.
PSX / Phillips 66
PAYX / Paychex, Inc.
FAST / Fastenal Company
VRSK / Verisk Analytics, Inc.
PEG / Public Service Enterprise Group Incorporated
AZO / AutoZone, Inc.
PCTY / Paylocity Holding Corporation
UNF / UniFirst Corporation
RSG / Republic Services, Inc.
LXRX / Lexicon Pharmaceuticals, Inc.
ROP / Roper Technologies, Inc.
AES / The AES Corporation
GD / General Dynamics Corporation
BKNG / Booking Holdings Inc.
MANH / Manhattan Associates, Inc.
LUV / Southwest Airlines Co.
TRV / The Travelers Companies, Inc.
ALB / Albemarle Corporation
VVI / Pursuit Attractions and Hospitality, Inc.
AVTR / Avantor, Inc.
OXY / Occidental Petroleum Corporation
AMT / American Tower Corporation
NOC / Northrop Grumman Corporation
GE / General Electric Company
BP / BP p.l.c. - Depositary Receipt (Common Stock)
IYY / iShares Trust - iShares Dow Jones U.S. ETF
TILT / FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
AEP / American Electric Power Company, Inc.
LW / Lamb Weston Holdings, Inc.
LFUS / Littelfuse, Inc.
SSD / Simpson Manufacturing Co., Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
MKL / Markel Group Inc.
GGG / Graco Inc.
SNA / Snap-on Incorporated
CAPL / CrossAmerica Partners LP - Limited Partnership
TT / Trane Technologies plc
DCI / Donaldson Company, Inc.
AJG / Arthur J. Gallagher & Co.
ADI / Analog Devices, Inc.
TRC / Tejon Ranch Co.
WHR / Whirlpool Corporation
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
HLF / Herbalife Ltd.
PLTR / Palantir Technologies Inc.
AYI / Acuity Inc.
CTSH / Cognizant Technology Solutions Corporation
ATR / AptarGroup, Inc.
LIVN / LivaNova PLC
BRBR / BellRing Brands, Inc.
MCHP / Microchip Technology Incorporated
TWTR / Twitter Inc
ORA / Ormat Technologies, Inc.
PPL / PPL Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
IPG / The Interpublic Group of Companies, Inc.
AWK / American Water Works Company, Inc.
FITB / Fifth Third Bancorp
ASH / Ashland Inc.
NEM / Newmont Corporation
MCK / McKesson Corporation
C / Citigroup Inc.
DKS / DICK'S Sporting Goods, Inc.
CHD / Church & Dwight Co., Inc.
SQ / Block, Inc.
KMI / Kinder Morgan, Inc.
STZ / Constellation Brands, Inc.
HQY / HealthEquity, Inc.
HAS / Hasbro, Inc.
UPS / United Parcel Service, Inc.
EEFT / Euronet Worldwide, Inc.
MDT / Medtronic plc
AXSM / Axsome Therapeutics, Inc.
NVRO / Nevro Corp.
RCL / Royal Caribbean Cruises Ltd.
GS / The Goldman Sachs Group, Inc.
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
MELI / MercadoLibre, Inc.
MRVL / Marvell Technology, Inc.
IEUR / iShares Trust - iShares Core MSCI Europe ETF
SYY / Sysco Corporation
CB / Chubb Limited
SUI / Sun Communities, Inc.
CLF / Cleveland-Cliffs Inc.
CBRE / CBRE Group, Inc.
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
PRGS / Progress Software Corporation
ICF / iShares Trust - iShares Select U.S. REIT ETF
NVG / Nuveen AMT-Free Municipal Credit Income Fund
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
CAG / Conagra Brands, Inc.
CWST / Casella Waste Systems, Inc.
VICI / VICI Properties Inc.
DTE / DTE Energy Company
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
HUBS / HubSpot, Inc.
ED / Consolidated Edison, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
DHI / D.R. Horton, Inc.
ARKX / ARK ETF Trust - ARK Space Exploration & Innovation ETF
KMX / CarMax, Inc.
BEN / Franklin Resources, Inc.
ANSS / ANSYS, Inc.
SPGI / S&P Global Inc.
LIN / Linde plc
JNJ / Johnson & Johnson
ALGN / Align Technology, Inc.
ILMN / Illumina, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
SLDP / Solid Power, Inc.
QSR / Restaurant Brands International Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
LAWS / Lawson Products, Inc.
GNRC / Generac Holdings Inc.
WEC / WEC Energy Group, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
UNH / UnitedHealth Group Incorporated
FSLR / First Solar, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
IEX / IDEX Corporation
RTX / RTX Corporation
ICE / Intercontinental Exchange, Inc.
PLUG / Plug Power Inc.
ISRG / Intuitive Surgical, Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
ABT / Abbott Laboratories
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
EQIX / Equinix, Inc.
CFIN / Citizens Financial Corporation
GL / Globe Life Inc.
STR / Sitio Royalties Corp.
SLQT / SelectQuote, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
DHR / Danaher Corporation
DUK / Duke Energy Corporation
BKCC / BlackRock Capital Investment Corporation
CPNG / Coupang, Inc.
AAPL / Apple Inc.
WBD / Warner Bros. Discovery, Inc.
FIS / Fidelity National Information Services, Inc.
PFE / Pfizer Inc.
KLAC / KLA Corporation
PGR / The Progressive Corporation
VEEV / Veeva Systems Inc.
AIG / American International Group, Inc.
NEOG / Neogen Corporation
SNAP / Snap Inc.
ABBV / AbbVie Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
CPSH / CPS Technologies Corporation
BDJ / BlackRock Enhanced Equity Dividend Trust
ODFL / Old Dominion Freight Line, Inc.
TWLO / Twilio Inc.
DG / Dollar General Corporation
DE / Deere & Company
PYPL / PayPal Holdings, Inc.
ZI / ZoomInfo Technologies Inc.
DVY / iShares Trust - iShares Select Dividend ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
VUZI / Vuzix Corporation
LNG / Cheniere Energy, Inc.
QQQ / Invesco QQQ Trust, Series 1
DPZ / Domino's Pizza, Inc.
FRSH / Freshworks Inc.
JMSB / John Marshall Bancorp, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
TSLA / Tesla, Inc.
ENB / Enbridge Inc.
CI / The Cigna Group
DKNG / DraftKings Inc.
MPLX / MPLX LP - Limited Partnership
CHS / Chico's FAS, Inc.
SSB / SouthState Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
ELV / Elevance Health, Inc.
FLT / Corpay, Inc.
CRWD / CrowdStrike Holdings, Inc.
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
ZIOP / Alaunos Therapeutics Inc
HUBB / Hubbell Incorporated
ARCB / ArcBest Corporation
CFR / Cullen/Frost Bankers, Inc.
IR / Ingersoll Rand Inc.
NKE / NIKE, Inc.
RACE / Ferrari N.V.
DBRG / DigitalBridge Group, Inc.
CWEN.A / Clearway Energy, Inc.
LH / Labcorp Holdings Inc.
PHYS / Sprott Physical Gold Trust
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
FMS / Fresenius Medical Care AG - Depositary Receipt (Common Stock)
ETRN / Equitrans Midstream Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
HCA / HCA Healthcare, Inc.
ON / ON Semiconductor Corporation
SNOW / Snowflake Inc.
HWM / Howmet Aerospace Inc.
ALNY / Alnylam Pharmaceuticals, Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
CSGP / CoStar Group, Inc.
GPN / Global Payments Inc.
LYV / Live Nation Entertainment, Inc.
DTM / DT Midstream, Inc.
TPR / Tapestry, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
FND / Floor & Decor Holdings, Inc.
BF.A / Brown-Forman Corporation
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
V / Visa Inc.
WTRG / Essential Utilities, Inc.
TECK / Teck Resources Limited
TXN / Texas Instruments Incorporated
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
CNQ / Canadian Natural Resources Limited
VTIAX / Vanguard Star Funds - Vanguard Total International Stock Index Fund Admiral
CHDN / Churchill Downs Incorporated
AMP / Ameriprise Financial, Inc.
WRB / W. R. Berkley Corporation
TFC / Truist Financial Corporation
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
NOVA / Sunnova Energy International Inc.
YUMC / Yum China Holdings, Inc.
ENPH / Enphase Energy, Inc.
RDIV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
RF / Regions Financial Corporation
LGND / Ligand Pharmaceuticals Incorporated
TRP / TC Energy Corporation
DDOG / Datadog, Inc.
GTX / Garrett Motion Inc.
WSM / Williams-Sonoma, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
POST / Post Holdings, Inc.
QRTEA / Qurate Retail Inc - Series A
BRK.A / Berkshire Hathaway Inc.
TJX / The TJX Companies, Inc.
PBA / Pembina Pipeline Corporation
ARCC / Ares Capital Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
CMG / Chipotle Mexican Grill, Inc.
BAH / Booz Allen Hamilton Holding Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
WAL / Western Alliance Bancorporation
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
GDS / GDS Holdings Limited - Depositary Receipt (Common Stock)
AGNC / AGNC Investment Corp.
BDSX / Biodesix, Inc.
OSK / Oshkosh Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
FMC / FMC Corporation
USFD / US Foods Holding Corp.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
WDAY / Workday, Inc.
BEPC / Brookfield Renewable Corporation
BIPC / Brookfield Infrastructure Corporation
BOWL / Bowlero Corp.
JCI / Johnson Controls International plc
IVW / iShares Trust - iShares S&P 500 Growth ETF
ENTG / Entegris, Inc.
SRCL / Stericycle, Inc.
CADE / Cadence Bank
ARES / Ares Management Corporation
FELE / Franklin Electric Co., Inc.
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
CLX / The Clorox Company
ORLY / O'Reilly Automotive, Inc.
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
ITW / Illinois Tool Works Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CCI / Crown Castle Inc.
MPWR / Monolithic Power Systems, Inc.
RJF / Raymond James Financial, Inc.
D / Dominion Energy, Inc.
LPLA / LPL Financial Holdings Inc.
CRM / Salesforce, Inc.
PKG / Packaging Corporation of America
SHW / The Sherwin-Williams Company
PWR / Quanta Services, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
LRCX / Lam Research Corporation
COST / Costco Wholesale Corporation
CME / CME Group Inc.
TW / Tradeweb Markets Inc.
FIVE / Five Below, Inc.
LULU / lululemon athletica inc.
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
ALC / Alcon Inc.
MNST / Monster Beverage Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MA / Mastercard Incorporated
LNTH / Lantheus Holdings, Inc.
WY / Weyerhaeuser Company
AMRC / Ameresco, Inc.
POWI / Power Integrations, Inc.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
ALL / The Allstate Corporation
KEYS / Keysight Technologies, Inc.
GPC / Genuine Parts Company
IWO / iShares Trust - iShares Russell 2000 Growth ETF
AWRE / Aware, Inc.
IRM / Iron Mountain Incorporated
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
ETJ / Eaton Vance Risk-Managed Diversified Equity Income Fund
LNT / Alliant Energy Corporation
APTV / Aptiv PLC
BERY / Berry Global Group, Inc.
CMA / Comerica Incorporated
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
CNO / CNO Financial Group, Inc.
INTU / Intuit Inc.
PYCR / Paycor HCM, Inc.
BN / Brookfield Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
MRNA / Moderna, Inc.
ORCL / Oracle Corporation
BA / The Boeing Company
BRO / Brown & Brown, Inc.
DOW / Dow Inc.
ANET / Arista Networks Inc
OMCL / Omnicell, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SWKS / Skyworks Solutions, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
CDW / CDW Corporation
ENVX / Enovix Corporation
SPY / SPDR S&P 500 ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
NET / Cloudflare, Inc.
AMZN / Amazon.com, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
ESTC / Elastic N.V.
BSX / Boston Scientific Corporation
INTC / Intel Corporation
MLM / Martin Marietta Materials, Inc.
MCD / McDonald's Corporation
OM / Outset Medical, Inc.
AME / AMETEK, Inc.
JAZZ / Jazz Pharmaceuticals plc
EPD / Enterprise Products Partners L.P. - Limited Partnership
DXCM / DexCom, Inc.
STT / State Street Corporation
DASH / DoorDash, Inc.
GWW / W.W. Grainger, Inc.
SEDG / SolarEdge Technologies, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
HESM / Hess Midstream LP
APD / Air Products and Chemicals, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
UNP / Union Pacific Corporation
TEL / TE Connectivity plc
SWK / Stanley Black & Decker, Inc.
MSI / Motorola Solutions, Inc.
PNC / The PNC Financial Services Group, Inc.
MSCI / MSCI Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
HPE / Hewlett Packard Enterprise Company
AUR / Aurora Innovation, Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
STEM / Stem, Inc.
FANG / Diamondback Energy, Inc.
PAYC / Paycom Software, Inc.
BZ / Kanzhun Limited - Depositary Receipt (Common Stock)
ENV / Envestnet, Inc.
ET / Energy Transfer LP - Limited Partnership
IBM / International Business Machines Corporation
AXNX / Axonics, Inc.
OKE / ONEOK, Inc.
EOG / EOG Resources, Inc.
CVS / CVS Health Corporation
CTAS / Cintas Corporation
COLD / Americold Realty Trust, Inc.
TKR / The Timken Company
CDNS / Cadence Design Systems, Inc.
LOW / Lowe's Companies, Inc.
HSY / The Hershey Company
QCOM / QUALCOMM Incorporated
ADBE / Adobe Inc.
JKHY / Jack Henry & Associates, Inc.
NBIX / Neurocrine Biosciences, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
XEL / Xcel Energy Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
W / Wayfair Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
CTVA / Corteva, Inc.
MCO / Moody's Corporation
BAC / Bank of America Corporation
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
DSGX / The Descartes Systems Group Inc.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
SNPS / Synopsys, Inc.
NOW / ServiceNow, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
IHG / InterContinental Hotels Group PLC - Depositary Receipt (Common Stock)
CULP / Culp, Inc.
BECN / Beacon Roofing Supply, Inc.
CSX / CSX Corporation
CSCO / Cisco Systems, Inc.
NEP / XPLR Infrastructure, LP - Limited Partnership
WTW / Willis Towers Watson Public Limited Company
WPM / Wheaton Precious Metals Corp.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CRL / Charles River Laboratories International, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
UYG / ProShares Trust - ProShares Ultra Financials
PHM / PulteGroup, Inc.
ZG / Zillow Group, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
ATEC / Alphatec Holdings, Inc.
TMO / Thermo Fisher Scientific Inc.
DMYI.U / dMY Technology Group, Inc. III Units, each consisting of one share of Class A common stock and one-f
O / Realty Income Corporation
ACN / Accenture plc
AVGO / Broadcom Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
EL / The Estée Lauder Companies Inc.
MKTX / MarketAxess Holdings Inc.
IQV / IQVIA Holdings Inc.
SBUX / Starbucks Corporation
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
MET / MetLife, Inc.
CARR / Carrier Global Corporation
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
TRGP / Targa Resources Corp.
LHX / L3Harris Technologies, Inc.
MPC / Marathon Petroleum Corporation
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
OMC / Omnicom Group Inc.
IDXX / IDEXX Laboratories, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
TNL / Travel + Leisure Co.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
AEE / Ameren Corporation
HOLX / Hologic, Inc.
RXN / Rexnord Corp
FCPT / Four Corners Property Trust, Inc.
KMB / Kimberly-Clark Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
HLT / Hilton Worldwide Holdings Inc.
SLV / iShares Silver Trust
VHT / Vanguard World Fund - Vanguard Health Care ETF
IAC / IAC Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
MRCC / Monroe Capital Corporation
T / AT&T Inc.
WM / Waste Management, Inc.
AFL / Aflac Incorporated
FTNT / Fortinet, Inc.
ADP / Automatic Data Processing, Inc.
USB / U.S. Bancorp
CPRX / Catalyst Pharmaceuticals, Inc.
CWH / Camping World Holdings, Inc.
LEG / Leggett & Platt, Incorporated
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
PNR / Pentair plc
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
MTD / Mettler-Toledo International Inc.
PODD / Insulet Corporation