Market Value1,454,670,808
Total Holdings678
File Date2025-08-11
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
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BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
MA / Mastercard Incorporated
LUMN / Lumen Technologies, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
CB / Chubb Limited
DRI / Darden Restaurants, Inc.
AAPL / Apple Inc.
PM / Philip Morris International Inc.
RRC / Range Resources Corporation
HALO / Halozyme Therapeutics, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
OIH / VanEck ETF Trust - VanEck Oil Services ETF
UNM / Unum Group
IHI / iShares Trust - iShares U.S. Medical Devices ETF
CSHI / NEOS ETF Trust - NEOS Enhanced Income 1-3 Month T-Bill ETF
XOM / Exxon Mobil Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
MS / Morgan Stanley
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
MU_KZ / Micron Technology, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
SBUX / Starbucks Corporation
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
SLV / iShares Silver Trust
COST / Costco Wholesale Corporation
MRVL / Marvell Technology, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SFM / Sprouts Farmers Market, Inc.
ECL / Ecolab Inc.
ISRG / Intuitive Surgical, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
MCD / McDonald's Corporation
CCO / Cameco Corporation
VEEV / Veeva Systems Inc.
FN / Fabrinet
ETN / Eaton Corporation plc
GIS / General Mills, Inc.
GILD / Gilead Sciences, Inc.
XYL / Xylem Inc.
DVY / iShares Trust - iShares Select Dividend ETF
BA / The Boeing Company
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
GEN / Gen Digital Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
LMT / Lockheed Martin Corporation
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
CVS / CVS Health Corporation
GEV / GE Vernova Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
VNDA / Vanda Pharmaceuticals Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
AZO / AutoZone, Inc.
SAND / Sandstorm Gold Ltd.
BMY / Bristol-Myers Squibb Company
LOW / Lowe's Companies, Inc.
ELV / Elevance Health, Inc.
DE / Deere & Company
TMO / Thermo Fisher Scientific Inc.
AMP / Ameriprise Financial, Inc.
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
COP / ConocoPhillips
VTV / Vanguard Index Funds - Vanguard Value ETF
PSX / Phillips 66
AFL / Aflac Incorporated
DT / Dynatrace, Inc.
NUE / Nucor Corporation
VNOM / Viper Energy, Inc.
PPG / PPG Industries, Inc.
HD / The Home Depot, Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
AMGN / Amgen Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
VAL / Valaris Limited
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
VLO / Valero Energy Corporation
TEL / TE Connectivity plc
LLY / Eli Lilly and Company
PEP / PepsiCo, Inc.
CSL / Carlisle Companies Incorporated
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
RH / RH
VERSX / Vanguard Emerging Markets Stock Index Fund
RYLD / Global X Funds - Global X Russell 2000 Covered Call ETF
DGX / Quest Diagnostics Incorporated
AMD / Advanced Micro Devices, Inc.
FCX / Freeport-McMoRan Inc.
GD / General Dynamics Corporation
GPC / Genuine Parts Company
ABBV / AbbVie Inc.
E / Eni S.p.A. - Depositary Receipt (Common Stock)
INTC / Intel Corporation
TGT / Target Corporation
CME / CME Group Inc.
CAT / Caterpillar Inc.
COF / Capital One Financial Corporation
HWM / Howmet Aerospace Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
JNJ / Johnson & Johnson
CF / CF Industries Holdings, Inc.
RTX / RTX Corporation
QQQ / Invesco QQQ Trust, Series 1
IYT / iShares Trust - iShares U.S. Transportation ETF
BLD / TopBuild Corp.
STZ / Constellation Brands, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
PR / Permian Resources Corporation
EXP / Eagle Materials Inc.
LPX / Louisiana-Pacific Corporation
QLTY / The 2023 ETF Series Trust II - GMO U.S. Quality ETF
AMRK / A-Mark Precious Metals, Inc.
WY / Weyerhaeuser Company
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
JUNM / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - June
MBB / iShares Trust - iShares MBS ETF
CVM / CEL-SCI Corporation
UFPI / UFP Industries, Inc.
ENTR / EntrepreneurShares Series Trust - ERShares Entrepreneurs ETF
EIPI / First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
NKE / NIKE, Inc.
LNZA / LanzaTech Global, Inc.
DVN / Devon Energy Corporation
JOE / The St. Joe Company
SGMT / Sagimet Biosciences Inc.
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
BAC / Bank of America Corporation
NXDT / NexPoint Diversified Real Estate Trust
BSX / Boston Scientific Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
JPSE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
EMF / Templeton Emerging Markets Fund
SHYD / VanEck ETF Trust - VanEck Short High Yield Muni ETF
VRIG / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Variable Rate Investment Grade ETF
KJAN / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - January
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
GWW / W.W. Grainger, Inc.
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
NLY / Annaly Capital Management, Inc.
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
BGY / BlackRock Enhanced International Dividend Trust
ENB / Enbridge Inc.
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
FTNT / Fortinet, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
BGX / Blackstone Long-Short Credit Income Fund
EDOW / First Trust Exchange-Traded Fund - First Trust Dow 30 Equal Weight ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
USB / U.S. Bancorp
GUT / The Gabelli Utility Trust
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
NXP / Nuveen Select Tax-Free Income Portfolio
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
FNV / Franco-Nevada Corporation
GAUG / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - August
TSLX / Sixth Street Specialty Lending, Inc.
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
COM / Direxion Shares ETF Trust - Direxion Auspice Broad Commodity Strategy ETF
AJG / Arthur J. Gallagher & Co.
MMM / 3M Company
EPD / Enterprise Products Partners L.P. - Limited Partnership
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
CORZW / Core Scientific, Inc. - Equity Warrant
MGMT / Unified Series Trust - Ballast Small/Mid Cap ETF
CSCO / Cisco Systems, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
SPGI / S&P Global Inc.
SPY / SPDR S&P 500 ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
BFEB / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - February
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
FCT / First Trust Senior Floating Rate Income Fund II
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
JCI / Johnson Controls International plc
EFAD / ProShares Trust - ProShares MSCI EAFE Dividend Growers ETF
RMBS / Rambus Inc.
FIX / Comfort Systems USA, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
JLS / Nuveen Mortgage and Income Fund
CLS / Celestica Inc.
MRK / Merck & Co., Inc.
FTHI / First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
SA / Seabridge Gold Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
BOE / BlackRock Enhanced Global Dividend Trust
VFWA.X / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
BJUN / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - June
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
LUNR / Intuitive Machines, Inc.
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
OCTT / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer10 Oct ETF
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
CEF / Sprott Physical Gold and Silver Trust
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
HTGC / Hercules Capital, Inc.
CP / Canadian Pacific Kansas City Limited
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
LIN / Linde plc
DOV / Dover Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
DGT / SPDR Series Trust - SPDR Global Dow ETF
FYX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Core AlphaDEX Fund
MUB / iShares Trust - iShares National Muni Bond ETF
SRVR / Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF
JFR / Nuveen Floating Rate Income Fund
APP / AppLovin Corporation
GBDC / Golub Capital BDC, Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
ECOW / Pacer Funds Trust - Pacer Emerging Markets Cash Cows 100 ETF
OCTW / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Oct ETF
IJUL / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - July
EWY / iShares, Inc. - iShares MSCI South Korea ETF
ARDC / Ares Dynamic Credit Allocation Fund, Inc.
WIA / Western Asset Inflation-Linked Income Fund
CGIE / Capital Group International Equity ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
DIAX / Nuveen Dow 30 Dynamic Overwrite Fund
NAK / Northern Dynasty Minerals Ltd.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
PFE / Pfizer Inc.
CTRE / CareTrust REIT, Inc.
PAUG / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August
MCHP / Microchip Technology Incorporated
FTQI / First Trust Exchange-Traded Fund VI - First Trust Nasdaq BuyWrite Income ETF
FINS / Angel Oak Financial Strategies Income Term Trust
UTG / Reaves Utility Income Fund
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
PSA / Public Storage
VVR / Invesco Senior Income Trust
ADP / Automatic Data Processing, Inc.
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
YEAR / AB Active ETFs, Inc. - AB Ultra Short Income ETF
ANIX / Anixa Biosciences, Inc.
JRI / Nuveen Real Asset Income and Growth Fund
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
APRW / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Apr ETF
FTXP / Foothills Exploration, Inc.
BGR / BlackRock Energy and Resources Trust
SKOR / FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund
PLD / Prologis, Inc.
SIXJ / AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
PDEC / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
SABA / Saba Capital Income & Opportunities Fund II
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
STEW / SRH Total Return Fund, Inc.
LNT / Alliant Energy Corporation
HDV / iShares Trust - iShares Core High Dividend ETF
UJUL / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - July
WM / Waste Management, Inc.
FICS / First Trust Exchange-Traded Fund VI - First Trust International Developed Capital Strength ETF
CASY / Casey's General Stores, Inc.
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July
FTGS / First Trust Exchange-Traded Fund - First Trust Growth Strength ETF
VRT / Vertiv Holdings Co
AMT / American Tower Corporation
AMZN / Amazon.com, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
BROS / Dutch Bros Inc.
T / AT&T Inc.
DIS / The Walt Disney Company
WMB / The Williams Companies, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
WTRG / Essential Utilities, Inc.
PLUG / Plug Power Inc.
GLW / Corning Incorporated
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
KO / The Coca-Cola Company
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
BLK / BlackRock, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
EQWL / Invesco Exchange-Traded Fund Trust - Invesco S&P 100 Equal Weight ETF
PEJ / Invesco Exchange-Traded Fund Trust - Invesco Leisure and Entertainment ETF
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
TCPC / BlackRock TCP Capital Corp.
IWD / iShares Trust - iShares Russell 1000 Value ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
EMDV / ProShares Trust - ProShares MSCI Emerging Markets Dividend Growers ETF
EYLD / Cambria ETF Trust - Cambria Emerging Shareholder Yield ETF
CGNG / Capital Group New Geography Equity ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
CGGO / Capital Group Global Growth Equity ETF
CGSD / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF
PEO / Adams Natural Resources Fund, Inc.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
PATH / UiPath Inc.
TY / Tri-Continental Corporation
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
GJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - June
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
META / Meta Platforms, Inc.
RNP / Cohen & Steers REIT and Preferred Income Fund, Inc.
KMI / Kinder Morgan, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
KT / KT Corporation - Depositary Receipt (Common Stock)
DFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - February
THQ / Abrdn Healthcare Opportunities Fund
IGE / iShares Trust - iShares North American Natural Resources ETF
LEO / BNY Mellon Strategic Municipals, Inc.
OKE / ONEOK, Inc.
MDLZ / Mondelez International, Inc.
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
MTG / MGIC Investment Corporation
AFK / VanEck ETF Trust - VanEck Africa Index ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
QDPL / Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
DWAS / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright SmallCap Momentum ETF
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF
DBC / Invesco DB Commodity Index Tracking Fund
TGLS / Tecnoglass Inc.
CGBL / Capital Group Core Balanced ETF
HEIA / Heico Corp. - Class A
PFF / iShares Trust - iShares Preferred and Income Securities ETF
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
IGR / CBRE Global Real Estate Income Fund
TIP / iShares Trust - iShares TIPS Bond ETF
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
EOG / EOG Resources, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
AMAT / Applied Materials, Inc.
TXN / Texas Instruments Incorporated
COWG / Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
CTRA / Coterra Energy Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
URA / Global X Funds - Global X Uranium ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
IBD / Northern Lights Fund Trust IV - Inspire Corporate Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
GARP / iShares Trust - iShares MSCI USA Quality GARP ETF
QBTS / D-Wave Quantum Inc.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
MPB / Mid Penn Bancorp, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
FFLC / Fidelity Covington Trust - Fidelity Fundamental Large Cap Core ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
IAPR / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - April
MAIN / Main Street Capital Corporation
KR / The Kroger Co.
EMO / ClearBridge Energy Midstream Opportunity Fund Inc
CGDV / Capital Group Dividend Value ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
GOOG / Alphabet Inc.
ET / Energy Transfer LP - Limited Partnership
EAPR / Innovator ETFs Trust - Innovator Emerging Markets Power Buffer ETF - April
USTB / Victory Portfolios II - VictoryShares Short-Term Bond ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
SEIX / Virtus ETF Trust II - Virtus Seix Senior Loan ETF
STLD / Steel Dynamics, Inc.
OBIL / The RBB Fund, Inc. - F/m US Treasury 12 Month Bill ETF
TARS / Tarsus Pharmaceuticals, Inc.
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
CGXU / Capital Group International Focus Equity ETF
BSTP / Innovator ETFs Trust - Innovator Buffer Step-Up Strategy ETF
GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
NXJ / Nuveen New Jersey Quality Municipal Income Fund
GDV / The Gabelli Dividend & Income Trust
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
DUK / Duke Energy Corporation
URI / United Rentals, Inc.
BCX / Blackrock Resources & Commodities Strategy Trust
IQDG / WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
GOOGL / Alphabet Inc.
PAYX / Paychex, Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
QQQI / NEOS ETF Trust - NEOS Nasdaq-100 High Income ETF
ENSG / The Ensign Group, Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
VFLO / Victory Portfolios II - VictoryShares Free Cash Flow ETF
KNGZ / First Trust Exchange-Traded Fund VI - First Trust S&P 500 Diversified Dividend Aristocrats ETF
HYGH / iShares U.S. ETF Trust - iShares Interest Rate Hedged High Yield Bond ETF
BXMT / Blackstone Mortgage Trust, Inc.
TPR / Tapestry, Inc.
XPND / First Trust Exchange-Traded Fund VIII - First Trust Expanded Technology ETF
URNM / Sprott Funds Trust - Sprott Uranium Miners ETF
KAPR / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - April
MGNR / American Beacon Select Funds - American Beacon GLG Natural Resources ETF
SFLO / Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF
KOCT / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - October
QTUM / ETF Series Solutions - Defiance Quantum ETF
AROC / Archrock, Inc.
FBCG / Fidelity Covington Trust - Fidelity Blue Chip Growth ETF
LMAT / LeMaitre Vascular, Inc.
SDVD / First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
INGR / Ingredion Incorporated
SLB / Schlumberger Limited
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
APAM / Artisan Partners Asset Management Inc.
PMAR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March
GFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - February
CRWD / CrowdStrike Holdings, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
RVT / Royce Small-Cap Trust, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
NEE / NextEra Energy, Inc.
NIM / Nuveen Select Maturities Municipal Fund
RMD / ResMed Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
BAR / GraniteShares Gold Trust
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
BGB / Blackstone Strategic Credit 2027 Term Fund
LTTI / First Trust Exchange-Traded Fund IV - FT Vest 20+ Year Treasury & Target Income ETF
DXCM / DexCom, Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
DNP / DNP Select Income Fund Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
PNW / Pinnacle West Capital Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
CLH / Clean Harbors, Inc.
WELL / Welltower Inc.
CGGR / Capital Group Growth ETF
PMAY / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
AM / Antero Midstream Corporation
IGEB / iShares Trust - iShares Investment Grade Systematic Bond ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
BAPR / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - April
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
IYW / iShares Trust - iShares U.S. Technology ETF
JANT / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer10 Jan ETF
TMUS / T-Mobile US, Inc.
MDT / Medtronic plc
IYJ / iShares Trust - iShares U.S. Industrials ETF
AUSF / Global X Funds - Global X Adaptive U.S. Factor ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
PJUN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
UPS / United Parcel Service, Inc.
PHYS / Sprott Physical Gold Trust
JANW / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jan ETF
WIW / Western Asset Inflation-Linked Opportunities & Income Fund
CORZ / Core Scientific, Inc.
SII / Sprott Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
CEG / Constellation Energy Corporation
LHX / L3Harris Technologies, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
BXMX / Nuveen S&P 500 Buy-Write Income Fund
EDD / Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IBUY / Amplify ETF Trust - Amplify Online Retail ETF
PNOV / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - November
AVDE / American Century ETF Trust - Avantis International Equity ETF
MDY / SPDR S&P MidCap 400 ETF Trust
ADM / Archer-Daniels-Midland Company
PFEB / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February
WCBR / WisdomTree Trust - WisdomTree Cybersecurity Fund
JULW / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jul ETF
ROST / Ross Stores, Inc.
POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
HFRO / Highland Funds I - Highland Opportunities and Income Fund
HWKN / Hawkins, Inc.
WPM / Wheaton Precious Metals Corp.
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
HQH / Abrdn Healthcare Investors
SIXO / AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
GLD / SPDR Gold Trust
SLQT / SelectQuote, Inc.
JULT / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer10 Jul ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
PRU / Prudential Financial, Inc.
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
ISCB / iShares Trust - iShares Morningstar Small-Cap ETF
RIV / RiverNorth Opportunities Fund, Inc.
AVT / Avnet, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
MHD / BlackRock MuniHoldings Fund, Inc.
PSEP / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
MELI / MercadoLibre, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
AOD / Abrdn Total Dynamic Dividend Fund
ICOW / Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF
NVCT / Nuvectis Pharma, Inc.
JCPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF
PANW / Palo Alto Networks, Inc.
DJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - June
OWL / Blue Owl Capital Inc.
FCNCA / First Citizens BancShares, Inc.
EMR / Emerson Electric Co.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
TWLO / Twilio Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
HQL / Abrdn Life Sciences Investors
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
IWM / iShares Trust - iShares Russell 2000 ETF
CSQ / Calamos Strategic Total Return Fund
IVV / iShares Trust - iShares Core S&P 500 ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
HNDL / Strategy Shares - Strategy Shares NASDAQ 7 HANDL Index ETF
HTD / John Hancock Tax-Advantaged Dividend Income Fund
WEC / WEC Energy Group, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
QQQE / Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
APRT / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer10 Apr ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
CGUS / Capital Group Core Equity ETF
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
PG / The Procter & Gamble Company
ABG / Asbury Automotive Group, Inc.
DOW / Dow Inc.
PLMR / Palomar Holdings, Inc.
ORCL / Oracle Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
KKR / KKR & Co. Inc.
APO / Apollo Global Management, Inc.
IYY / iShares Trust - iShares Dow Jones U.S. ETF
ITW / Illinois Tool Works Inc.
SHOP / Shopify Inc.
BIBL / Northern Lights Fund Trust IV - Inspire 100 ETF
IBM / International Business Machines Corporation
COR / Cencora, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
IONQ / IonQ, Inc.
RGLD / Royal Gold, Inc.
WMT / Walmart Inc.
NFLX / Netflix, Inc.
PTL / Northern Lights Fund Trust IV - Inspire 500 ETF
NOW / ServiceNow, Inc.
PLTR / Palantir Technologies Inc.
FEGE / The RBB Fund Trust - First Eagle Global Equity ETF
ACN / Accenture plc
IAU / iShares Gold Trust
MSTR / Strategy Inc
QCOM / QUALCOMM Incorporated
CI / The Cigna Group
MMC / Marsh & McLennan Companies, Inc.
AEM / Agnico Eagle Mines Limited
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
TSLA / Tesla, Inc.
SYK / Stryker Corporation
CUBE / CubeSmart
ANET / Arista Networks Inc
FLXS / Flexsteel Industries, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
FLQL / Franklin Templeton ETF Trust - Franklin U.S. Large Cap Multifactor Index ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
ABT / Abbott Laboratories
BUFQ / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Nasdaq Buffer ETF
INDA / iShares Trust - iShares MSCI India ETF
MCK / McKesson Corporation
BKNG / Booking Holdings Inc.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
PH / Parker-Hannifin Corporation
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
UNH / UnitedHealth Group Incorporated
AEP / American Electric Power Company, Inc.
MO / Altria Group, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
IBB / iShares Trust - iShares Biotechnology ETF
KNSL / Kinsale Capital Group, Inc.
IRM / Iron Mountain Incorporated
RSG / Republic Services, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
OKLO / Oklo Inc.
GSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - September
DGRO / iShares Trust - iShares Core Dividend Growth ETF
PWR / Quanta Services, Inc.
CRM / Salesforce, Inc.
WRB / W. R. Berkley Corporation
CTAS / Cintas Corporation
CSX / CSX Corporation
GE / General Electric Company
UNP / Union Pacific Corporation
XYZ / Block, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
HUM / Humana Inc.
VRTX / Vertex Pharmaceuticals Incorporated
CL / Colgate-Palmolive Company
AVGO / Broadcom Inc.
HON / Honeywell International Inc.
BK / The Bank of New York Mellon Corporation
SCCO / Southern Copper Corporation
O / Realty Income Corporation
PSLV / Sprott Physical Silver Trust
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
CTVA / Corteva, Inc.
FDX / FedEx Corporation
INTU / Intuit Inc.
BRK.A / Berkshire Hathaway Inc.
JPM / JPMorgan Chase & Co.
DHR / Danaher Corporation
FELG / Fidelity Covington Trust - Enhanced Large Cap Growth ETF
BRK.A / Berkshire Hathaway Inc.
COIN / Coinbase Global, Inc.
APH / Amphenol Corporation
UTHR / United Therapeutics Corporation
FANG / Diamondback Energy, Inc.
NEM / Newmont Corporation
CALM / Cal-Maine Foods, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
FEMS / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Emerging Markets Small Cap AlphaDEX Fund
UDEC / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December
D / Dominion Energy, Inc.
V / Visa Inc.
BX / Blackstone Inc.
SO / The Southern Company
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
JMTG / J P Morgan Exchange-Traded Fund Trust - Mortgage Backed Secs ETF
TDG / TransDigm Group Incorporated
XPEV / XPeng Inc. - Depositary Receipt (Common Stock)
HIG / The Hartford Insurance Group, Inc.
VZ / Verizon Communications Inc.
MSFT / Microsoft Corporation
SOFI / SoFi Technologies, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
ROK / Rockwell Automation, Inc.
CVX / Chevron Corporation
EVR / Evercore Inc.
NVDA / NVIDIA Corporation
IWV / iShares Trust - iShares Russell 3000 ETF
ADI / Analog Devices, Inc.
WFC / Wells Fargo & Company
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
PNC / The PNC Financial Services Group, Inc.
STAG / STAG Industrial, Inc.
APD / Air Products and Chemicals, Inc.
KMB / Kimberly-Clark Corporation
ZTS / Zoetis Inc.
MPC / Marathon Petroleum Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
ORLY / O'Reilly Automotive, Inc.
WWJD / Northern Lights Fund Trust IV - Inspire International ETF
AXP / American Express Company
F / Ford Motor Company