Investors-Research
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, "OI", "JWN", "PINS", "PIPR", "KTOS", "GDX", "MASI", null, "NTR", "TROW", "NLY", "XP", "ITUB", "RJF", "AES", "NBR", "MOS", "AAL", "ENTG", "LYFT", "HUM", null, null, "SABR", "RF", "SPR", "SMCI", "BCE", null, "ARM", "MU", null, null, null, "FNDA", null, "MPLX", "ACN", null, null, "MMM", "ABT", null, "ABBV", "ADBE", "SPTN", "FLG", "APD", "BABA", "KSS", null, "MRC", "NGVT", null, "KTB", "VONG", null, "GOOGL", "AVT", "MAGN", "VDE", "VYX", "RIG", "VTS", "AXP", null, null, "AXL", "SCHH", "AIG", "MT", "BATRK", "BSAC", "T", "BRFS", "BLK", null, "E", "ENR", null, null, "AMRN", "CAT", "BUD", "AVGO", "ANDE", "LOW", "AVEM", "ABR", "CP.TO", "FMS", "ARCC", "SAN", "BGS", "BIDU", "FLNC", "HTZ", null, null, null, null, "RQI", null, null, null, "DBEF", null, "CCI", "KMT", null, "PHG", null, "LEG", "LNC", null, "LPL", "DUK", "OII", "MMI", "EVT", "MLKN", "D", "NICE", "M", "ESS", "REZI", "PUK", "UTG", "SBH", "QS", "PII", "DAVA", "ECG", "WTRG", null, "FG", null, "EQNR", "EOG", null, null, null, null, null, null, "MATW", "LXFR", "LPG", "PNR", "FFBC", "UP", "FERG", "ADNT", null, "FITB", null, "NVRI", "GD", null, null, "AISP", "GILD", null, "AMCX", "AIV", "HON", "HD", "BNED", "HPQ", null, null, null, null, null, "AZN", null, "CLW", null, "MCD", null, null, null, "DFP", null, "BEN", null, "FE", "SNN", "UNP", null, "MATV", "QCOM", "GLPI", "TX", null, null, "GIII", "ACI", null, "BTO", "HUBB", "HSBC", null, null, "HTZWW", "HMC", "GSIE", "INVZ", "IIPR", "ING", "EMR", null, "BKNG", null, null, "IFN", "IGT", "NWL", "ICE", null, "META", null, null, "LXU", "MX", "LCUT", null, "LGF-A", "MFA", "LUNR", null, "MFIN", "MTUS", "HEFA", "MG", "IIM", null, "NNBR", null, "IVW", "PK", "OUST", "MD", null, null, "IJH", null, null, "RR", "BRW", null, "SSP", null, null, null, "SWK", "SNCR", "STXS", "TK", null, "SUP", "ODP", null, "UHAL", "TGI", "TG", "UNFI", "TBI", "UEIC", "TBRG", null, null, "IQV", null, "RNP", null, "ELPC", null, null, "PGZ", null, null, "KMI", null, null, null, null, "ICF", "IWS", null, "LIN", null, null, null, null, null, null, null, null, null, "MPC", null, null, "SYM", "MMC", "TLRY", "NEXA", "MA", "ACCO", "MDT", "APA", "MSFT", "MDLZ", "MS", "DXC", "NDAQ", "ELF", "ETD", "EPR", "EXC", null, null, "FHN", null, "FIS", null, "FTV", "FL", "GE", "THG", "GPC", null, "NTRS", "HUN", "RHI", "HIG", "HAS", "TEVA", "HOV", "FMC", "OXY", null, null, "EMN", null, "SMR", "HSY", "AMP", "DG", "IJR", "EFG", "ANET", "IWD", "KR", "ORCL", "KHC", "NOC", "PAYX", "VGIT", null, null, null, "VHT", null, "DOC", null, null, null, null, "EEM", "IWF", null, null, null, "PYPL", null, "PEP", "PNC", null, null, "VGSH", "DNP", "IEMG", "GSBD", "IJK", null, "IVV", null, null, "PBR", null, "IYR", "DOW", "UNH", "AAPL", "SPY", null, "NVDA", "GS", "ENB", "INTC", "TU", "OGN", "PLTR", "PRU", "PFE", "LMT", "PG", "MRK", "VZ", null, null, "MGA", "MPW", "NMR", "AMGN", "KVUE", null, "PARA", "DGX", "PPG", "FNDX", null, null, "ROK", null, "IEFA", "SPGI", null, "SCHX", null, null, null, "NOW", "SLB", "SPG", "O", "RIO", "SHEL", "RTX", "GLD", null, null, null, "SPYG", "BP", "AMT", "SPLG", null, null, null, "IBM", "SBUX", "SMFG", "ERIC", "VIV", "TXN", "TD", "TGT", "TMO", "TFC", "TRV", "TSN", "UBS", "UBER", "UAL", "UNM", "UPS", "BIV", "VNQ", "VO", "AA", "AAP", "MET", "DTIL", "NATL", "VXF", "SOUN", "VV", "ATNM", "TWI", "SNV", "MRNA", "SCHW", "GOOS", "OIS", "EWBC", "MDU", "PDS", "PHIN", "XPER", "EPC", "PAG", null, "TCPC", "SCS", "ACWV", null, null, null, "VWO", "VRN.TO", "BCH", "ACHR", null, "HR", "SBAC", "LGF-B", null, null, null, null, "ADAP", "VCIT", null, "ACTG", null, "NGG", null, "HOUS", "AEO", null, "VIG", null, "RNST", null, "LYG", "TTE", null, null, "CYH", "TEF", "TENB", "TROX", "TRS", null, null, "NXT", "IWO", "PTON", "GT", "SU", "WY", "IWN", null, "SNY", "IEF", null, "TSM", "SMG", "GSK", "OHI", "GPN", null, null, null, null, "ETR", "VYM", "GEF", "DD", null, "EA", "GVA", "EW", "VRT", "TV", "GES", null, "R", "MUR", "RRC", "PRGO", "RYN", "LFUS", "ST", "MKSI", "MAT", "PBF", "UGI", "ARE", "ALGN", "ADSK", "SSB", "WMG", "AMCR", "GM", "HAL", "APTV", "BLD", "TOL", "AVY", "ALB", "AFL", "AMD", "VFC", "EL", "SDY", "DRI", "TAP", "IP", "F", "WEC", "DEO", "WM", "IWP", "IWR", "VLY", null, "DPG", null, "GSLC", null, "AEP", "BKR", "CCU", "CMTL", "ECVT", null, "GCO", "EVCM", "ES", "FDP", "GCI", "GIFI", "HBB", "HOFT", "IPG", null, null, "JBLU", "INVH", "IPI", "KN", "KT", "IEX", "VIGI", "AMZN", "SCHB", "NIO", null, null, "CLF", null, null, "PFG", "SIRI", "LUV", null, null, "PLUG", "IVZ", "HOG", "OVV", "ESGD", null, "COLD", "HII", "KD", "FNB", null, null, "UCB", "HDB", "ABEV", "SMP", null, null, null, "HBAN", "DKNG", "VPL", "VGT", "USB", "ESGV", "VUG", "VLO", "VEA", "VGK", "VNQI", "BLV", null, "VYMI", "VALE", null, "MGK", null, "VXUS", "VGLT", "BNDX", "VTEB", "BND", "VBR", "BSV", "VB", "VOO", "VLTO", "VTV", "VEEV", null, "VSTS", "VTRS", "V", null, "VICI", "W", "WBD", "WMT", "WBA", "WTI", "WU", "WFC", "WHR", "WTW", "WMB", null, null, null, null, null, "WWW", "KLG", null, "WPP", "WYNN", "XRX", "XEL", "WKC", "YPF", "IUSG", "SOLV", null, null, "DTE", "GNTX", "NXST", "MTB", "JHG", "CNQ", "GEN", null, "SCHD", "DVY", "SCHG", null, "SCHF", "SCHA", "LW", "LEA", null, "LVS", "NSC", "MHK", "KEY", "VAC", "NOK", "NDSN", "JCI", "HST", "NUS", "MGM", "NOV", "ICL", "SO", "TAK", null, null, "TTD", null, "SON", "SJM", "SKM", "PPL", "TRP", "ONL", "RYAM", null, "SW", "PSX", "CRM", "SWKS", "SNAP", "RBLX", null, "SIG", null, "RUN", "SUI", "RBRK", "SYY", "PTEN", "DIA", null, "SEE", null, null, "DINO", null, "LYB", "HBI", null, null, null, null, "UHS", null, "CHWY", "KRO", "PEGA", "MTH", "NVT", "PAAS", null, "EXR", null, null, "ESGU", null, "UDR", "EG", "FDX", null, "ALLY", "STLA", "MSGE", "SSBK", "STM", null, "MKTX", "AUR", "ADP", "BAC", null, "OZK", "BBD", "BNS", "BHC", "BMO", "BCS", "BK", "BRK-B", "BAX", "BDX", "BYND", null, "BA", "BAH", "BHF", "SAM", "BWA", "BMY", "BTI", "BF-B", "DOOO", "BIP", "BR", "BG", "CHRW", "BWXT", "CWH", "CSTE", "CZR", "CM", "CNI", "CPT", "CARS", "CPRI", "CCL", "CE", "CATO", "CX", "CVE", "CNC", "CF", "CHX", "CC", "CVX", "GTLS", "CHTR", "CB", "CMG", "CSCO", "CIVI", "CFG", "C", "CLX", "CME", "COKE", "KO", "CGNX", "CMA", "COIN", "CMCSA", "CTSH", "CL", "CNDT", "COP", "CMP", "STZ", "CEG", "CTRA", "COTY", "CTVA", "CPNG", "CRDO", "CBRL", "CRWD", "CVS", "CUBE", "DHR", "DAN", "DE", "DBI", "DB", "DVN", "DAL", null, "DFAX", "DFAC", "DDS", "DIN", "DNOW", "DPZ", "EWJ", null, "EFA", "ADI", "VOD", "USMV", "IWB", "NEE", "NKE", "MAR", "STT", "QQQ", null, "IWM", "EPD", "DIS", "ELV", "GOOG", "XOM", "JNJ", "TSLA", "PLD", "NFLX", "PM", null, null, "AWK", null, null, "MO", "XLK", "ITOT", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-08
- Total Holdings
- 962
- Total Value
- 461743685
- Accession Number
- 0001062993-25-007197
- Form Type
- 13F-HR
- Manager Name
- Investors-Research
Data Enrichment
75% identified720 identified242 unidentified
Holdings
962 positions • $461.7M total value
Manager:
Search and click to pin securities to the top
Page 3 of 49
464288851
Shares:20.8K
Value:$2.0M
% of Portfolio:0.4% ($2.0M/$461.7M)
46138G672
Shares:16.3K
Value:$1.8M
% of Portfolio:0.4% ($1.8M/$461.7M)
78467V608
Shares:42.3K
Value:$1.7M
% of Portfolio:0.4% ($1.7M/$461.7M)
46137V266
Shares:43.7K
Value:$1.7M
% of Portfolio:0.4% ($1.7M/$461.7M)
37954Y293
Shares:25.5K
Value:$1.6M
% of Portfolio:0.4% ($1.6M/$461.7M)
464288570
Shares:15.1K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$461.7M)
97717W760
Shares:22.3K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$461.7M)
33738D606
Shares:67.0K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$461.7M)
37954Y657
Shares:75.3K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$461.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 44.0K | QoQ 0.00% (-0)YoY NEW(+44.0K) | All Managers (Combined) | $2.0M | 0.4% ($2.0M/$461.7M) | YoY NEW(+$2.0M) | |
(cusip464288851)✕ | 20.8K | All Managers (Combined) | $2.0M | 0.4% ($2.0M/$461.7M) | ||
| 6.2K | QoQ -2.24% (-141)YoY -4.57% (-295) | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$461.7M) | ||
| 43.4K | QoQ +0.47% (-207)YoY -0.23% (-101) | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$461.7M) | ||
| 33.4K | QoQ 0.00% (-0) | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$461.7M) | ||
(cusip46138G672)✕ | 16.3K | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$461.7M) | ||
(cusip78467V608)✕ | 42.3K | QoQ -0.04% (-21)YoY -1.05% (-450) | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$461.7M) | |
| 37.8K | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$461.7M) | |||
(cusip46137V266)✕ | 43.7K | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$461.7M) | ||
AMAZON COM INC(AMZNcusip023135106) | 8.7K | QoQ +8.02% (-645)YoY +2.96% (+250) | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$461.7M) | |
| 12.1K | QoQ -0.02% (-3)YoY -6.44% (-832) | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$461.7M) | ||
(cusip37954Y293)✕ | 25.5K | QoQ -0.37% (-96)YoY -1.51% (-393) | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$461.7M) | |
| 14.8K | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$461.7M) | |||
| 18.2K | QoQ +1.00% (-180)YoY +1.00% (+180) | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$461.7M) | ||
(cusip464288570)✕ | 15.1K | QoQ +0.52% (-78)YoY +1.98% (+293) | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$461.7M) | |
US BANCORP \DE\(USBcusip902973304) | 35.1K | QoQ +0.81% (-283)YoY +0.95% (-333) | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$461.7M) | |
(cusip97717W760)✕ | 22.3K | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$461.7M) | ||
(cusip33738D606)✕ | 67.0K | QoQ +0.04% (+30)YoY -0.42% (-283) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$461.7M) | |
(cusip37954Y657)✕ | 75.3K | QoQ -0.12% (-96) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$461.7M) | |
| 35.4K | QoQ NEW(+35.4K) YoY NEW(+35.4K) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$461.7M) | QoQ NEW(+$1.4M) YoY NEW(+$1.4M) |