Market Value201,843,268
Total Holdings829
File Date2023-02-06
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
TCX / Tucows Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
QGEN / Qiagen N.V.
DG / Dollar General Corporation
BDX / Becton, Dickinson and Company
AGZ / iShares Trust - iShares Agency Bond ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
RDY / Dr. Reddy's Laboratories Limited - Depositary Receipt (Common Stock)
HON / Honeywell International Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
PEP / PepsiCo, Inc.
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
BMY / Bristol-Myers Squibb Company
OGN / Organon & Co.
TXN / Texas Instruments Incorporated
EWQ / iShares, Inc. - iShares MSCI France ETF
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
IWB / iShares Trust - iShares Russell 1000 ETF
MCD / McDonald's Corporation
QQQ / Invesco QQQ Trust, Series 1
ASXC / Asensus Surgical, Inc.
PDT / John Hancock Premium Dividend Fund
SOR / Source Capital
IDCC / InterDigital, Inc.
WSC / WillScot Holdings Corporation
SEDG / SolarEdge Technologies, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
HOG / Harley-Davidson, Inc.
UPST / Upstart Holdings, Inc.
BN / Brookfield Corporation
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
IOO / iShares Trust - iShares Global 100 ETF
REZI / Resideo Technologies, Inc.
NKE / NIKE, Inc.
WPC / W. P. Carey Inc.
MRO / Marathon Oil Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
WMT / Walmart Inc.
VZ / Verizon Communications Inc.
MRVI / Maravai LifeSciences Holdings, Inc.
NIO / NIO Inc. - Depositary Receipt (Common Stock)
ARE / Alexandria Real Estate Equities, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
MRVL / Marvell Technology, Inc.
LCID / Lucid Group, Inc.
APG / APi Group Corporation
FDIG / Fidelity Covington Trust - Fidelity Crypto Industry and Digital Payments ETF
LITE / Lumentum Holdings Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
AFL / Aflac Incorporated
ED / Consolidated Edison, Inc.
CI / The Cigna Group
HAUZ / DBX ETF Trust - Xtrackers International Real Estate ETF
WBA / Walgreens Boots Alliance, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
GOOD / Gladstone Commercial Corporation
PINS / Pinterest, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
GM / General Motors Company
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
NFLX / Netflix, Inc.
DIS / The Walt Disney Company
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
BLCN / Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
HPS / John Hancock Preferred Income Fund III
IBM / International Business Machines Corporation
IYM / iShares Trust - iShares U.S. Basic Materials ETF
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
YOLO / AdvisorShares Trust - AdvisorShares Pure Cannabis ETF
LUV / Southwest Airlines Co.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
F / Ford Motor Company
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
BAC / Bank of America Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
IXC / iShares Trust - iShares Global Energy ETF
ABBV / AbbVie Inc.
EOG / EOG Resources, Inc.
HPF / John Hancock Preferred Income Fund II
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
DIAL / Columbia Threadneedle Investments - Columbia Diversified Fixed Income Allocation ETF Fund
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
BXP / Boston Properties, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
SNPS / Synopsys, Inc.
LDEM / iShares Trust - iShares ESG MSCI EM Leaders ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
WFC / Wells Fargo & Company
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
GE / General Electric Company
ORMP / Oramed Pharmaceuticals Inc.
T / AT&T Inc.
CVX / Chevron Corporation
MKC.V / McCormick & Company, Incorporated
VPU / Vanguard World Fund - Vanguard Utilities ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
FSMD / Fidelity Covington Trust - Fidelity Small-Mid Multifactor ETF
FSLR / First Solar, Inc.
WTRG / Essential Utilities, Inc.
EWU / iShares Trust - iShares MSCI United Kingdom ETF
UNH / UnitedHealth Group Incorporated
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
HNDL / Strategy Shares - Strategy Shares NASDAQ 7 HANDL Index ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
KD / Kyndryl Holdings, Inc.
MGM / MGM Resorts International
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
C / Citigroup Inc.
COP / ConocoPhillips
IMTM / iShares Trust - iShares MSCI Intl Momentum Factor ETF
FLTB / Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF
CVS / CVS Health Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
ENFR / ALPS ETF Trust - Alerian Energy Infrastructure ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
SYY / Sysco Corporation
VAC / Marriott Vacations Worldwide Corporation
SNOW / Snowflake Inc.
STZ / Constellation Brands, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
JPM / JPMorgan Chase & Co.
KO / The Coca-Cola Company
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
AZO / AutoZone, Inc.
WMS / Advanced Drainage Systems, Inc.
MDT / Medtronic plc
PGR / The Progressive Corporation
AAPL / Apple Inc.
CAT / Caterpillar Inc.
XOM / Exxon Mobil Corporation
XYZ / Block, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
HLN / Haleon plc - Depositary Receipt (Common Stock)
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SYNH / Syneos Health Inc - Class A
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
AEP / American Electric Power Company, Inc.
EQH / Equitable Holdings, Inc.
GLD / SPDR Gold Trust
TSN / Tyson Foods, Inc.
MAIN / Main Street Capital Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
MELI / MercadoLibre, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
AGNC / AGNC Investment Corp.
SEE / Sealed Air Corporation
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
IPG / The Interpublic Group of Companies, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
EWC / iShares, Inc. - iShares MSCI Canada ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
COIN / Coinbase Global, Inc.
CME / CME Group Inc.
CMCSA / Comcast Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
PPL / PPL Corporation
ISRG / Intuitive Surgical, Inc.
CAH / Cardinal Health, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
KLAC / KLA Corporation
SUPN / Supernus Pharmaceuticals, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
ONL / Orion Properties Inc.
FDRR / Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates
WAB / Westinghouse Air Brake Technologies Corporation
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
CIEN / Ciena Corporation
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
TMO / Thermo Fisher Scientific Inc.
BSJN / Invesco BulletShares 2023 High Yield Corporate Bond ETF
EMBC / Embecta Corp.
VLY / Valley National Bancorp
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
TJX / The TJX Companies, Inc.
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
DOCU / DocuSign, Inc.
MPC / Marathon Petroleum Corporation
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
GOOG / Alphabet Inc.
NXPI / NXP Semiconductors N.V.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
QD / Qudian Inc. - Depositary Receipt (Common Stock)
BK / The Bank of New York Mellon Corporation
AMZN / Amazon.com, Inc.
MSFT / Microsoft Corporation
RAD / Rite Aid Corp.
LUMN / Lumen Technologies, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
PLD / Prologis, Inc.
NVDA / NVIDIA Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
CL / Colgate-Palmolive Company
CRWD / CrowdStrike Holdings, Inc.
MATX / Matson, Inc.
GILD / Gilead Sciences, Inc.
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
HES / Hess Corporation
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
TSLA / Tesla, Inc.
AEE / Ameren Corporation
SRE / Sempra
PKG / Packaging Corporation of America
BJK / VanEck ETF Trust - VanEck Gaming ETF
O / Realty Income Corporation
CP / Canadian Pacific Kansas City Limited
SSNC / SS&C Technologies Holdings, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
SLV / iShares Silver Trust
VEEV / Veeva Systems Inc.
CGC / Canopy Growth Corporation
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
SLB / Schlumberger Limited
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
RIOT / Riot Platforms, Inc.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
ETG / Eaton Vance Tax-Advantaged Global Dividend Income Fund
SOFI / SoFi Technologies, Inc.
CHX / ChampionX Corporation
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
RPM / RPM International Inc.
CAG / Conagra Brands, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
TRTN / Triton International Limited
BKI / Black Knight Inc - Class A
MRNA / Moderna, Inc.
ADM / Archer-Daniels-Midland Company
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
FCEL / FuelCell Energy, Inc.
HST / Host Hotels & Resorts, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
ZOMDF / Zomedica Corp.
ECL / Ecolab Inc.
CLX / The Clorox Company
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
ARTY / iShares Trust - iShares Future AI & Tech ETF
BSJO / Invesco BulletShares 2024 High Yield Corporate Bond ETF
C.WSA / Citigroup, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
INDA / iShares Trust - iShares MSCI India ETF
PSX / Phillips 66
ILPT / Industrial Logistics Properties Trust
BNDW / Vanguard Scottsdale Funds - Vanguard Total World Bond ETF
SNA / Snap-on Incorporated
UA / Under Armour, Inc.
TPL / Texas Pacific Land Corporation
LCII / LCI Industries
ET / Energy Transfer LP - Limited Partnership
WBND / Legg Mason ETF Investment Trust - Western Asset Total Return ETF
WOOF / Petco Health and Wellness Company, Inc.
IWX / iShares Trust - iShares Russell Top 200 Value ETF
ACI / Albertsons Companies, Inc.
FIS / Fidelity National Information Services, Inc.
SBUX / Starbucks Corporation
RILY / B. Riley Financial, Inc.
LKQ / LKQ Corporation
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
AMD / Advanced Micro Devices, Inc.
URA / Global X Funds - Global X Uranium ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
NBB / Nuveen Taxable Municipal Income Fund
IYR / iShares Trust - iShares U.S. Real Estate ETF
IWV / iShares Trust - iShares Russell 3000 ETF
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
EFV / iShares Trust - iShares MSCI EAFE Value ETF
MS / Morgan Stanley
SHV / iShares Trust - iShares Short Treasury Bond ETF
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
RBC / RBC Bearings Incorporated
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
IYW / iShares Trust - iShares U.S. Technology ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
ZIMV / ZimVie Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
FVRR / Fiverr International Ltd.
BEN / Franklin Resources, Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
IBB / iShares Trust - iShares Biotechnology ETF
ENOV / Enovis Corporation
RTX / RTX Corporation
HD / The Home Depot, Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
PFF / iShares Trust - iShares Preferred and Income Securities ETF
INTU / Intuit Inc.
BKR / Baker Hughes Company
BA / The Boeing Company
INTC / Intel Corporation
CHTR / Charter Communications, Inc.
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
SCCO / Southern Copper Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
NMAI / Nuveen Multi-Asset Income Fund
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
GD / General Dynamics Corporation
HPQ / HP Inc.
V / Visa Inc.
SJM / The J. M. Smucker Company
PYPL / PayPal Holdings, Inc.
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
GPOR / Gulfport Energy Corporation
JNJ / Johnson & Johnson
JPC / Nuveen Preferred & Income Opportunities Fund
DD / DuPont de Nemours, Inc.
EVRG / Evergy, Inc.
ETN / Eaton Corporation plc
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
WPM / Wheaton Precious Metals Corp.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
KMI / Kinder Morgan, Inc.
GIS / General Mills, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
TPR / Tapestry, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
ADP / Automatic Data Processing, Inc.
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
WY / Weyerhaeuser Company
EWD / iShares, Inc. - iShares MSCI Sweden ETF
WIW / Western Asset Inflation-Linked Opportunities & Income Fund
ASH / Ashland Inc.
RF / Regions Financial Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
ABT / Abbott Laboratories
USB / U.S. Bancorp
GOOGL / Alphabet Inc.
WMB / The Williams Companies, Inc.
FE / FirstEnergy Corp.
NMRK / Newmark Group, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
E / Eni S.p.A. - Depositary Receipt (Common Stock)
BR / Broadridge Financial Solutions, Inc.
INSG / Inseego Corp.
ROP / Roper Technologies, Inc.
TFC / Truist Financial Corporation
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
HIG / The Hartford Insurance Group, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
DJT / Trump Media & Technology Group Corp.
/ Aspen Technology, Inc.
GEHC / GE HealthCare Technologies Inc.
XCOR / FundX Investment Trust - FundX ETF
SSRM / SSR Mining Inc.
DOW / Dow Inc.
IXG / iShares Trust - iShares Global Financials ETF
US7587501039 / Regal-Beloit Corp.
HBI / Hanesbrands Inc.
FNV / Franco-Nevada Corporation
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
PICB / Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF
PRTS / CarParts.com, Inc.
NEM / Newmont Corporation
PFXF / VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
NLY / Annaly Capital Management, Inc.
PPG / PPG Industries, Inc.
AVGO / Broadcom Inc.
AXP / American Express Company
TDY / Teledyne Technologies Incorporated
FIVA / Fidelity Covington Trust - Fidelity International Value Factor ETF
ACN / Accenture plc
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
SO / The Southern Company
VTRS / Viatris Inc.
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
FBCG / Fidelity Covington Trust - Fidelity Blue Chip Growth ETF
FIDI / Fidelity Covington Trust - Fidelity International High Dividend ETF
FCOR / Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF
WEC / WEC Energy Group, Inc.
ELME / Elme Communities
LDOS / Leidos Holdings, Inc.
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
FQAL / Fidelity Covington Trust - Fidelity Quality Factor ETF
EDR / Endeavor Group Holdings, Inc.
HAL / Halliburton Company
OPI / Office Properties Income Trust
PLTR / Palantir Technologies Inc.
WBD / Warner Bros. Discovery, Inc.
EXC / Exelon Corporation
RBLX / Roblox Corporation
IFV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright International Focus 5 ETF
CDW / CDW Corporation
EXPE / Expedia Group, Inc.
AVTR / Avantor, Inc.
IXJ / iShares Trust - iShares Global Healthcare ETF
RNP / Cohen & Steers REIT and Preferred Income Fund, Inc.
URTH / iShares, Inc. - iShares MSCI World ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
ABNB / Airbnb, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
PG / The Procter & Gamble Company
VDE / Vanguard World Fund - Vanguard Energy ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
AMGN / Amgen Inc.
CSML / IndexIQ ETF Trust - IQ U.S. Small Cap ETF
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
OPP / RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
EQT / EQT Corporation
CASY / Casey's General Stores, Inc.
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
HZNP / Horizon Therapeutics Plc
WAL / Western Alliance Bancorporation
SIRI / Sirius XM Holdings Inc.
COR / Cencora, Inc.
FOXA / Fox Corporation
PWR / Quanta Services, Inc.
MG / Magna International Inc.
TNL / Travel + Leisure Co.
ATVI / Activision Blizzard Inc
CTSH / Cognizant Technology Solutions Corporation
ESAB / ESAB Corporation
FRC / First Republic Bank
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
IPAC / iShares Trust - iShares Core MSCI Pacific ETF
APTV / Aptiv PLC
SHW / The Sherwin-Williams Company
MDLZ / Mondelez International, Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
DUK / Duke Energy Corporation
SABA / Saba Capital Income & Opportunities Fund II
ISVL / iShares Trust - iShares International Developed Small Cap Value Factor ETF
PDN / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
PANW / Palo Alto Networks, Inc.
LX / LexinFintech Holdings Ltd. - Depositary Receipt (Common Stock)
NGG / National Grid plc - Depositary Receipt (Common Stock)
KIM / Kimco Realty Corporation
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
PFE / Pfizer Inc.
VICI / VICI Properties Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
STWD / Starwood Property Trust, Inc.
DH / Definitive Healthcare Corp.
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
WH / Wyndham Hotels & Resorts, Inc.
DVN / Devon Energy Corporation
LSXMA / Liberty Media Corp. (New Liberty SiriusXM) Series A
EBAY / eBay Inc.
HAS / Hasbro, Inc.
CAR / Avis Budget Group, Inc.
AXNX / Axonics, Inc.
SWX / Southwest Gas Holdings, Inc.
WK / Workiva Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
FPF / First Trust Intermediate Duration Preferred & Income Fund
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
VVR / Invesco Senior Income Trust
OWL / Blue Owl Capital Inc.
RITM / Rithm Capital Corp.
NFG / National Fuel Gas Company
TDVG / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
DOOR / Masonite International Corporation
BTEC / Principal Exchange-Traded Funds - Principal Healthcare Innovators ETF
SI / Shoulder Innovations, Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
MANU / Manchester United plc
KRMD / KORU Medical Systems, Inc.
CSX / CSX Corporation
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
PCN / PIMCO Corporate & Income Strategy Fund
NCNA / NuCana plc - Depositary Receipt (Common Stock)
SUI / Sun Communities, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
HUM / Humana Inc.
NVTAQ / Invitae Corporation
BX / Blackstone Inc.
NUV / Nuveen Municipal Value Fund, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
JCI / Johnson Controls International plc
ALL / The Allstate Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
TYL / Tyler Technologies, Inc.
NOW / ServiceNow, Inc.
PATH / UiPath Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
IXN / iShares Trust - iShares Global Tech ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
MGRC / McGrath RentCorp
UL / Unilever PLC - Depositary Receipt (Common Stock)
SASR / Sandy Spring Bancorp, Inc.
DOC / Healthpeak Properties, Inc.
PNC / The PNC Financial Services Group, Inc.
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
LIN / Linde plc
MU / Micron Technology, Inc.
TLRY / Tilray Brands, Inc.
OXY / Occidental Petroleum Corporation
PFFD / Global X Funds - Global X U.S. Preferred ETF
TTD / The Trade Desk, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
JFR / Nuveen Floating Rate Income Fund
MO / Altria Group, Inc.
SLVM / Sylvamo Corporation
VSEC / VSE Corporation
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
BBY / Best Buy Co., Inc.
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
AVAV / AeroVironment, Inc.
CNP / CenterPoint Energy, Inc.
NVR / NVR, Inc.
KHC / The Kraft Heinz Company
SPY / SPDR S&P 500 ETF
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
LAMR / Lamar Advertising Company
EWH / iShares, Inc. - iShares MSCI Hong Kong ETF
NOC / Northrop Grumman Corporation
NWL / Newell Brands Inc.
CLF / Cleveland-Cliffs Inc.
FG / F&G Annuities & Life, Inc.
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
CCL / Carnival Corporation & plc
FRME / First Merchants Corporation
ITEQ / Amplify ETF Trust - Amplify BlueStar Israel Technology ETF
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
BAM / Brookfield Asset Management Ltd.
UBA / Urstadt Biddle Properties, Inc. - Class A
CEF / Sprott Physical Gold and Silver Trust
NVCR / NovoCure Limited
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
COLD / Americold Realty Trust, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
RCI / Rogers Communications Inc.
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
BCE / BCE Inc.
ORLY / O'Reilly Automotive, Inc.
AQB / AquaBounty Technologies, Inc.
VKQ / Invesco Municipal Trust
NU / Nu Holdings Ltd.
AWK / American Water Works Company, Inc.
BOX / Box, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
BMO / Bank of Montreal
TEL / TE Connectivity plc
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF
ON / ON Semiconductor Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
OTIS / Otis Worldwide Corporation
IYG / iShares Trust - iShares U.S. Financial Services ETF
JPS / Nuveen Preferred & Income Securities Fund
SXT / Sensient Technologies Corporation
FDEM / Fidelity Covington Trust - Fidelity Emerging Markets Multifactor ETF
TS / Tenaris S.A. - Depositary Receipt (Common Stock)
CFG / Citizens Financial Group, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
PENN / PENN Entertainment, Inc.
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
BCS / Barclays PLC - Depositary Receipt (Common Stock)
NVS / Novartis AG - Depositary Receipt (Common Stock)
FCX / Freeport-McMoRan Inc.
COTY / Coty Inc.
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
DOCS / Doximity, Inc.
MKC / McCormick & Company, Incorporated
SONO / Sonos, Inc.
GGG / Graco Inc.
GT / The Goodyear Tire & Rubber Company
SNY / Sanofi - Depositary Receipt (Common Stock)
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
ETSY / Etsy, Inc.
BSY / Bentley Systems, Incorporated
LBRDA / Liberty Broadband Corporation
BHF / Brighthouse Financial, Inc.
FDX / FedEx Corporation
NSC / Norfolk Southern Corporation
RGLD / Royal Gold, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
ELV / Elevance Health, Inc.
IWL / iShares Trust - iShares Russell Top 200 ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SPG / Simon Property Group, Inc.
JMEE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
SOXX / iShares Trust - iShares Semiconductor ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
USCI / United States Commodity Index Funds Trust - United States Commodity Index Fund
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
TRV / The Travelers Companies, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
ENB / Enbridge Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
BTG / B2Gold Corp.
QCOM / QUALCOMM Incorporated
TU / TELUS Corporation
TSCO / Tractor Supply Company
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
AB / AllianceBernstein Holding L.P. - Limited Partnership
EA / Electronic Arts Inc.
PRU / Prudential Financial, Inc.
PGZ / Principal Real Estate Income Fund
ZM / Zoom Communications Inc.
FDHY / Fidelity Covington Trust - Fidelity Enhanced High Yield ETF
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
D / Dominion Energy, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
TD / The Toronto-Dominion Bank
ADI / Analog Devices, Inc.
PSA / Public Storage
AMBA / Ambarella, Inc.
LULU / lululemon athletica inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
VFH / Vanguard World Fund - Vanguard Financials ETF
CODI / Compass Diversified
DE / Deere & Company
JQC / Nuveen Credit Strategies Income Fund
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
SAND / Sandstorm Gold Ltd.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
TROW / T. Rowe Price Group, Inc.
UPS / United Parcel Service, Inc.
FVAL / Fidelity Covington Trust - Fidelity Value Factor ETF
RDVT / Red Violet, Inc.
MET / MetLife, Inc.
PEG / Public Service Enterprise Group Incorporated
DOV / Dover Corporation
ORCL / Oracle Corporation
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
HSY / The Hershey Company
MRK / Merck & Co., Inc.
GWRS / Global Water Resources, Inc.
FNF / Fidelity National Financial, Inc.
ICF / iShares Trust - iShares Select U.S. REIT ETF
MFC / Manulife Financial Corporation
IBND / SPDR Series Trust - SPDR Bloomberg International Corporate Bond ETF
TSAT / Telesat Corporation
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
GPC / Genuine Parts Company
HSIC / Henry Schein, Inc.
CEG / Constellation Energy Corporation
RZV / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap 600 Pure Value ETF
LMT / Lockheed Martin Corporation
UNP / Union Pacific Corporation
CB / Chubb Limited
HPE / Hewlett Packard Enterprise Company
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
DRI / Darden Restaurants, Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
VLO / Valero Energy Corporation
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
UBSI / United Bankshares, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
PCEF / Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF
ISCF / iShares Trust - iShares International Small-Cap Equity Factor ETF
PLUG / Plug Power Inc.
NEO / NeoGenomics, Inc.
LLY / Eli Lilly and Company
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
ITW / Illinois Tool Works Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
UBS / UBS Group AG
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
IP / International Paper Company
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
IAU / iShares Gold Trust
FLDR / Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
SYF / Synchrony Financial
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
TCHP / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
GS / The Goldman Sachs Group, Inc.
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
CTVA / Corteva, Inc.
EMR / Emerson Electric Co.
EWG / iShares, Inc. - iShares MSCI Germany ETF
MTB / M&T Bank Corporation
KDP / Keurig Dr Pepper Inc.
UBER / Uber Technologies, Inc.
FANG / Diamondback Energy, Inc.
AIG / American International Group, Inc.
PFGC / Performance Food Group Company
LH / Labcorp Holdings Inc.
BAX / Baxter International Inc.
ACGL / Arch Capital Group Ltd.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
VYX / NCR Voyix Corporation
AJG / Arthur J. Gallagher & Co.
UAA / Under Armour, Inc.
LYV / Live Nation Entertainment, Inc.
APO / Apollo Global Management, Inc.
ACB / Aurora Cannabis Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
RJF / Raymond James Financial, Inc.
SCHW / The Charles Schwab Corporation
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
NET / Cloudflare, Inc.
HHC / Howard Hughes Corporation
MLPA / Global X Funds - Global X MLP ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
IYE / iShares Trust - iShares U.S. Energy ETF
ROST / Ross Stores, Inc.
IEV / iShares Trust - iShares Europe ETF
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
ADBE / Adobe Inc.
FCNCA / First Citizens BancShares, Inc.
PXD / Pioneer Natural Resources Company
PUK / Prudential plc - Depositary Receipt (Common Stock)
SPCE / Virgin Galactic Holdings, Inc.
SPLK / Splunk Inc.
MMM / 3M Company
TECH / Bio-Techne Corporation
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
PAYC / Paycom Software, Inc.
WTW / Willis Towers Watson Public Limited Company
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
FIVE / Five Below, Inc.
ODFL / Old Dominion Freight Line, Inc.
A / Agilent Technologies, Inc.
COST / Costco Wholesale Corporation
ZTS / Zoetis Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
DBC / Invesco DB Commodity Index Tracking Fund
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
UGI / UGI Corporation
BBN / BlackRock Taxable Municipal Bond Trust
VET / Vermilion Energy Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
DLTR / Dollar Tree, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VRT / Vertiv Holdings Co
PZT / Invesco Exchange-Traded Fund Trust II - Invesco New York AMT-Free Municipal Bond ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
MA / Mastercard Incorporated
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
DAL / Delta Air Lines, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
CARR / Carrier Global Corporation
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
ICLR / ICON Public Limited Company
KMB / Kimberly-Clark Corporation
FTHY / First Trust High Yield Opportunities 2027 Term Fund
EL / The Estée Lauder Companies Inc.
CNK / Cinemark Holdings, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
VIAV / Viavi Solutions Inc.
ES / Eversource Energy
KEYS / Keysight Technologies, Inc.
CSCO / Cisco Systems, Inc.
EVBG / Everbridge, Inc.
CORZ / Core Scientific, Inc.
DTE / DTE Energy Company
EIX / Edison International
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
NEE / NextEra Energy, Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
TGT / Target Corporation
MAR / Marriott International, Inc.
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
PM / Philip Morris International Inc.