ADVISORY RESEARCH INC Diversified Active

CIK: 0000902584 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 11, 2022

Total Value ($000): $1,270,804 (100.0% shares, 0.0% debt)

Holdings (351)

Denbury Incorporated 8.6%
Value ($000) $108,944 Shares 1,422,436 Est. Cost $62.06 Unrealized
EQT Corporation 4.7%
Value ($000) $59,434 Shares 2,737,616 Est. Cost $19.84 Unrealized
SM SM Energy Company 3.9%
Value ($000) $49,985 Shares 1,695,544 Est. Cost $22.79 Unrealized +26.5%
DVN Devon Energy 3.9%
Value ($000) $49,394 Shares 1,121,326 Est. Cost $16.14 Unrealized +108.2%
CTRA Coterra Energy Incorporated 2.6%
Value ($000) $33,480 Shares 1,762,080 Est. Cost $16.49 Unrealized +2.3%
ACN Accenture Plc 2.6%
Value ($000) $32,804 Shares 79,132 Est. Cost $295.40 Unrealized +16.2%
AR Antero Resources Corporation 2.2%
Value ($000) $27,776 Shares 1,587,202 Est. Cost $15.20 Unrealized +24.7%
PFE Pfizer 2.1%
Value ($000) $26,669 Shares 451,636 Est. Cost $39.70 Unrealized +1.3%
ABBV Abbvie Incorporated 2.0%
Value ($000) $24,985 Shares 184,528 Est. Cost $74.95 Unrealized +35.7%
HUBB Hubbell Incorporated Class B 1.8%
Value ($000) $22,584 Shares 108,437 Est. Cost $127.15 Unrealized +47.2%
VVV Valvoline Incorporated 1.7%
Value ($000) $22,110 Shares 592,929 Est. Cost $19.20 Unrealized +81.6%
FERG1GBX Ferguson PLC 1.7%
Value ($000) $21,217 Shares 118,529 Est. Cost $128.54 Unrealized
RS Reliance Steel & Aluminum 1.6%
Value ($000) $20,661 Shares 127,364 Est. Cost $106.26 Unrealized +45.5%
INTU Intuit 1.5%
Value ($000) $19,239 Shares 29,910 Est. Cost $524.46 Unrealized +14.7%
ING I N G Groep N V Adr 1.5%
Value ($000) $19,029 Shares 1,367,011 Est. Cost $9.55 Unrealized
UNH UnitedHealth Group Inc 1.4%
Value ($000) $18,039 Shares 35,925 Est. Cost $176.12 Unrealized +139.7%
EPSN Epsilon Energy Ltd. 1.4%
Value ($000) $17,995 Shares 3,168,133 Est. Cost $3.56 Unrealized +29.7%
HD Home Depot Inc 1.3%
Value ($000) $16,961 Shares 40,869 Est. Cost $326.90 Unrealized +5.0%
MET Metlife 1.3%
Value ($000) $15,980 Shares 255,721 Est. Cost $38.89 Unrealized +42.4%
FOXA Fox Corporation Class A 1.2%
Value ($000) $15,425 Shares 418,033 Est. Cost $33.42 Unrealized +11.8%
HCA HCA Inc. 1.2%
Value ($000) $14,777 Shares 57,515 Est. Cost $235.34 Unrealized +0.3%
FANG Diamondback Energy Incorporate 1.1%
Value ($000) $13,754 Shares 127,532 Est. Cost $58.27 Unrealized +53.4%
MSFT Microsoft Corp 1.1%
Value ($000) $13,508 Shares 40,162 Est. Cost $229.10 Unrealized +36.8%
STLA Stellantis N.V. 1.0%
Value ($000) $12,869 Shares 685,964 Est. Cost $17.79 Unrealized
KB KB Financial Group Incorporate 1.0%
Value ($000) $12,077 Shares 261,623 Est. Cost $41.55 Unrealized
ASML ASML Holding NV-NY Reg Shs 0.9%
Value ($000) $11,953 Shares 15,014 Est. Cost $784.03 Unrealized
OXY Occidental Petroleum Corporati 0.9%
Value ($000) $11,793 Shares 406,812 Est. Cost $25.29 Unrealized +17.1%
LAMR Lamar Advertising Company Clas 0.8%
Value ($000) $10,438 Shares 86,050 Est. Cost $83.22 Unrealized
KO Coca Cola 0.7%
Value ($000) $9,464 Shares 159,838 Est. Cost $47.29 Unrealized +4.0%
IMO Imperial Oil Ltd 0.7%
Value ($000) $9,454 Shares 261,893 Est. Cost $13.98 Unrealized +121.3%
ESI Element Solutions Incorporated 0.7%
Value ($000) $9,072 Shares 373,662 Est. Cost $10.20 Unrealized +118.0%
PFGC Performance Food Group 0.7%
Value ($000) $8,423 Shares 183,550 Est. Cost $46.05 Unrealized -1.3%
BAH Booz Allen Hamilton 0.6%
Value ($000) $7,660 Shares 90,339 Est. Cost $76.71 Unrealized +1.4%
TXN Texas Instruments 0.6%
Value ($000) $7,590 Shares 40,274 Est. Cost $165.67 Unrealized +2.7%
ACWI iShares MCSI ACWI ETF 0.6%
Value ($000) $7,498 Shares 70,888 Est. Cost $103.44 Unrealized
GTES Gates Industrial Corporation p 0.6%
Value ($000) $7,367 Shares 463,061 Est. Cost $17.08 Unrealized -4.0%
VCSH Vanguard S/T Corp Bond ETF 0.6%
Value ($000) $7,313 Shares 90,001 Est. Cost $82.23 Unrealized
NTAP NetApp Incorporated 0.6%
Value ($000) $7,235 Shares 78,648 Est. Cost $76.25 Unrealized +6.9%
AVNT Avient Corporation 0.6%
Value ($000) $7,222 Shares 129,082 Est. Cost $42.95 Unrealized +14.4%
Enstar Group Limited Shs 0.6%
Value ($000) $7,163 Shares 28,931 Est. Cost $160.91 Unrealized
ORCL Oracle 0.6%
Value ($000) $7,075 Shares 81,122 Est. Cost $73.70 Unrealized +20.6%
DAC Danaos Corporation 0.6%
Value ($000) $7,012 Shares 93,931 Est. Cost $64.78 Unrealized -4.2%
KRNT Kornit Digital Limited 0.5%
Value ($000) $6,896 Shares 45,291 Est. Cost $35.75 Unrealized +330.4%
LOVE Lovesac Company 0.5%
Value ($000) $6,746 Shares 101,818 Est. Cost $43.19 Unrealized +69.6%
ABG Asbury Automotive Group 0.5%
Value ($000) $6,711 Shares 38,857 Est. Cost $168.58 Unrealized +9.2%
GrafTech International Ltd. 0.5%
Value ($000) $6,527 Shares 551,739 Est. Cost $12.04 Unrealized
VICR Vicor Corporation 0.5%
Value ($000) $6,141 Shares 48,359 Est. Cost $82.26 Unrealized +72.1%
MCRI Monarch Casino and Resorts Inc 0.5%
Value ($000) $5,911 Shares 79,930 Est. Cost $64.10 Unrealized +9.0%
VCIT Vanguard Intermediate-Term Cor 0.5%
Value ($000) $5,910 Shares 63,717 Est. Cost $93.32 Unrealized
VOO Vanguard S&P 500 ETF 0.4%
Value ($000) $5,712 Shares 13,083 Est. Cost $303.74 Unrealized
Switch Incorporated 0.4%
Value ($000) $5,700 Shares 199,013 Est. Cost $25.39 Unrealized
PI Impinj Incorporated 0.4%
Value ($000) $5,693 Shares 64,184 Est. Cost $70.64 Unrealized +2.7%
HLLY Holley Incorporated CL A 0.4%
Value ($000) $5,689 Shares 437,965 Est. Cost $11.22 Unrealized +7.8%
DVY iShares Select Dividend ETF 0.4%
Value ($000) $5,571 Shares 45,447 Est. Cost $83.22 Unrealized
TechTarget Incorporated 0.4%
Value ($000) $5,455 Shares 57,021 Est. Cost $34.05 Unrealized
STAA STAAR Surgical Company 0.4%
Value ($000) $5,426 Shares 59,431 Est. Cost $44.22 Unrealized +142.6%
VIG Vanguard Dividend Appreciation 0.4%
Value ($000) $5,242 Shares 30,520 Est. Cost $127.04 Unrealized
Matterport Incorporated 0.4%
Value ($000) $5,192 Shares 251,536 Est. Cost $18.91 Unrealized
WK Workiva, Inc. Class A 0.4%
Value ($000) $4,796 Shares 36,755 Est. Cost $92.50 Unrealized +52.5%
Championx Corporation 0.4%
Value ($000) $4,682 Shares 231,691 Est. Cost $13.21 Unrealized
Hennessy Capital Investment VI 0.4%
Value ($000) $4,525 Shares 469,392 Est. Cost $9.64 Unrealized
MC Moelis & Co - Class A 0.3%
Value ($000) $4,403 Shares 70,442 Est. Cost $53.77 Unrealized 0.0%
MBB iShares MBS ETF 0.3%
Value ($000) $4,197 Shares 39,065 Est. Cost $110.40 Unrealized
AMBA Ambarella Incorporated 0.3%
Value ($000) $4,098 Shares 20,199 Est. Cost $107.97 Unrealized +71.7%
CNNE Cannae Holdings Incorporated 0.3%
Value ($000) $3,817 Shares 108,579 Est. Cost $26.57 Unrealized +18.7%
ATEKU Athena Technology Acquisition 0.3%
Value ($000) $3,733 Shares 374,405 Est. Cost $9.97 Unrealized
VRAYQ ViewRay Incorporated 0.3%
Value ($000) $3,473 Shares 630,334 Est. Cost $5.49 Unrealized +10.9%
Agiliti Incorporated 0.3%
Value ($000) $3,356 Shares 144,909 Est. Cost $21.28 Unrealized
GOOGL Alphabet Inc-Cl A 0.3%
Value ($000) $3,291 Shares 1,136 Est. Cost $57.27 Unrealized +149.6%
FIBK First Interstate Bancsys-A 0.3%
Value ($000) $3,209 Shares 78,907 Est. Cost $27.08 Unrealized +18.5%
AMZN Amazon.com Inc 0.3%
Value ($000) $3,184 Shares 955 Est. Cost $114.59 Unrealized +49.4%
EVH Evolent Health Incorporated A 0.2%
Value ($000) $3,166 Shares 114,427 Est. Cost $25.43 Unrealized +12.8%
ASPN Aspen Aerogels Incorporated 0.2%
Value ($000) $3,151 Shares 63,282 Est. Cost $42.87 Unrealized +22.9%
FBIN Fortune Brands Home & Security 0.2%
Value ($000) $3,067 Shares 28,687 Est. Cost $35.94 Unrealized +125.0%
Sterling Bancorp/DE 0.2%
Value ($000) $3,040 Shares 117,892 Est. Cost $17.58 Unrealized
RRX Regal Rexnord Corp 0.2%
Value ($000) $3,036 Shares 17,838 Est. Cost $158.35 Unrealized 0.0%
GSHD Goosehead Insurance Incorporat 0.2%
Value ($000) $3,015 Shares 23,179 Est. Cost $29.30 Unrealized +389.7%
WideOpenWest Incorporated 0.2%
Value ($000) $2,971 Shares 138,050 Est. Cost $20.71 Unrealized
CUE Cue Biopharma Incorporated 0.2%
Value ($000) $2,909 Shares 257,225 Est. Cost $13.72 Unrealized -6.0%
SPY SPDR S&P 500 ETF Trust 0.2%
Value ($000) $2,908 Shares 6,122 Est. Cost $475.01 Unrealized
EXPI eXp World Holdings Incorporate 0.2%
Value ($000) $2,903 Shares 86,169 Est. Cost $32.81 Unrealized +18.1%
NIC Nicolet Bankshares Inc. 0.2%
Value ($000) $2,776 Shares 32,370 Est. Cost $72.25 Unrealized +2.1%
ZWS Zurn Water Solutions Corp 0.2%
Value ($000) $2,756 Shares 75,713 Est. Cost $34.58 Unrealized 0.0%
INMD InMode LTD 0.2%
Value ($000) $2,666 Shares 37,774 Est. Cost $37.95 Unrealized +111.4%
BKU Bankunited Inc Com 0.2%
Value ($000) $2,666 Shares 63,000 Est. Cost $23.67 Unrealized +52.7%
SPT Sprout Social Inc Class A 0.2%
Value ($000) $2,601 Shares 28,681 Est. Cost $52.88 Unrealized +114.3%
AVGO Broadcom Incorporated 0.2%
Value ($000) $2,576 Shares 3,872 Est. Cost $24.65 Unrealized +110.1%
BRSL International Game Technology 0.2%
Value ($000) $2,537 Shares 87,748 Est. Cost $8.64 Unrealized +132.5%
ADUS Addus Homecare Corporation 0.2%
Value ($000) $2,506 Shares 26,798 Est. Cost $88.99 Unrealized +1.1%
THRM Gentherm Incorporated 0.2%
Value ($000) $2,496 Shares 28,726 Est. Cost $64.34 Unrealized +30.7%
BRK/B Berkshire Hathaway Inc Del Cl 0.2%
Value ($000) $2,460 Shares 8,226 Est. Cost $135.79 Unrealized +110.9%
LC LendingClub Corp 0.2%
Value ($000) $2,445 Shares 101,114 Est. Cost $24.77 Unrealized +36.7%
HLMN Hillman Solutions Corporation 0.2%
Value ($000) $2,396 Shares 222,880 Est. Cost $12.24 Unrealized -12.1%
MXL MaxLinear Inc-Class A 0.2%
Value ($000) $2,368 Shares 31,416 Est. Cost $41.40 Unrealized +54.6%
FLR Fluor Corporation 0.2%
Value ($000) $2,367 Shares 95,542 Est. Cost $21.28 Unrealized 0.0%
STZ Constellation Brands Inc-A 0.2%
Value ($000) $2,356 Shares 9,387 Est. Cost $170.51 Unrealized +24.6%
AIN Albany International Corporati 0.2%
Value ($000) $2,349 Shares 26,559 Est. Cost $80.18 Unrealized -0.3%
MTDR Matador Resources Company 0.2%
Value ($000) $2,327 Shares 63,017 Est. Cost $13.50 Unrealized +203.0%
Axonics Incorporated 0.2%
Value ($000) $2,326 Shares 41,530 Est. Cost $54.88 Unrealized
PCH PotlatchDeltic Corporation 0.2%
Value ($000) $2,318 Shares 38,492 Est. Cost $38.19 Unrealized
BRLT Brilliant Earth Group Class A 0.2%
Value ($000) $2,315 Shares 128,179 Est. Cost $13.36 Unrealized 0.0%
BC Brunswick Corporation 0.2%
Value ($000) $2,232 Shares 22,161 Est. Cost $49.45 Unrealized +81.1%
OPRX OptimizeRx Corporation 0.2%
Value ($000) $2,217 Shares 35,692 Est. Cost $64.27 Unrealized +17.9%
CDW CDW Corporation 0.2%
Value ($000) $2,201 Shares 10,747 Est. Cost $30.91 Unrealized +484.1%
JPM JPMorgan Chase & Co 0.2%
Value ($000) $2,165 Shares 13,677 Est. Cost $71.97 Unrealized +105.4%
RSP Invesco S&P 500 Equal Weight E 0.2%
Value ($000) $2,160 Shares 13,269 Est. Cost $110.99 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $2,141 Shares 15,215 Est. Cost $100.14 Unrealized +18.5%
TJX TJX Companies 0.2%
Value ($000) $2,139 Shares 28,170 Est. Cost $42.96 Unrealized +51.9%
CBGGF Chain Bridge I Unit 0.2%
Value ($000) $2,134 Shares 211,915 Est. Cost $10.07 Unrealized
TSLA Tesla Motors Inc 0.2%
Value ($000) $2,107 Shares 1,994 Est. Cost $147.95 Unrealized +126.7%
TRN Trinity Industries 0.2%
Value ($000) $2,058 Shares 68,150 Est. Cost $18.88 Unrealized +27.7%
Lam Research 0.2%
Value ($000) $2,034 Shares 2,828 Est. Cost $489.70 Unrealized
UTA Acquistion Corporation Uni 0.2%
Value ($000) $2,017 Shares 200,000 Est. Cost $10.09 Unrealized
AZO Autozone 0.2%
Value ($000) $2,015 Shares 961 Est. Cost $1112.82 Unrealized +67.3%
TCBI Texas Capital Bancshares Inc 0.2%
Value ($000) $2,000 Shares 33,191 Est. Cost $53.20 Unrealized +13.4%
Focus Impact Acquisition CL A 0.2%
Value ($000) $1,992 Shares 202,600 Est. Cost $9.83 Unrealized
CVX Chevron Corporation New 0.2%
Value ($000) $1,991 Shares 16,966 Est. Cost $82.48 Unrealized +16.5%
Avid Technology 0.2%
Value ($000) $1,985 Shares 60,935 Est. Cost $20.04 Unrealized
Interpublic Group 0.2%
Value ($000) $1,970 Shares 52,597 Est. Cost $30.40 Unrealized +2.2%
CTLP Cantaloupe Incorporated 0.2%
Value ($000) $1,954 Shares 220,000 Est. Cost $11.73 Unrealized -15.1%
CYTK Cytokinetics Incorporated 0.2%
Value ($000) $1,952 Shares 42,818 Est. Cost $31.52 Unrealized +22.4%
UNP Union Pacific Corporation 0.2%
Value ($000) $1,950 Shares 7,739 Est. Cost $78.31 Unrealized +174.5%
Ruth's Hospitality Group Incor 0.2%
Value ($000) $1,943 Shares 97,620 Est. Cost $17.73 Unrealized
KBR KBR Incorporated 0.2%
Value ($000) $1,936 Shares 40,646 Est. Cost $40.44 Unrealized +4.5%
AXP American Express Company 0.1%
Value ($000) $1,874 Shares 11,457 Est. Cost $69.88 Unrealized +131.5%
ARCC Ares Capital Corporation 0.1%
Value ($000) $1,865 Shares 88,031 Est. Cost $6.89 Unrealized +102.8%
FRME First Merchants Corporation 0.1%
Value ($000) $1,859 Shares 44,389 Est. Cost $25.94 Unrealized +38.6%
HBNC Horizon Bancorp Incorporated 0.1%
Value ($000) $1,854 Shares 88,905 Est. Cost $18.94 Unrealized +3.7%
MDT Medtronic PLC Shares 0.1%
Value ($000) $1,853 Shares 17,907 Est. Cost $73.82 Unrealized +38.2%
KAI Kadant Incorporated 0.1%
Value ($000) $1,832 Shares 7,949 Est. Cost $164.12 Unrealized +33.0%
GT Goodyear Tire & Rubber Company 0.1%
Value ($000) $1,793 Shares 84,117 Est. Cost $17.58 Unrealized +18.1%
ARES Ares Management Corporation 0.1%
Value ($000) $1,768 Shares 21,760 Est. Cost $47.15 Unrealized +52.2%
LHX L3Harris Technologies Incorpor 0.1%
Value ($000) $1,737 Shares 8,147 Est. Cost $183.05 Unrealized +11.2%
Intra-Cellular Therapies Inc 0.1%
Value ($000) $1,733 Shares 33,104 Est. Cost $48.74 Unrealized
ENVA Enova International Incorporat 0.1%
Value ($000) $1,716 Shares 41,903 Est. Cost $23.61 Unrealized +60.6%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $1,710 Shares 6,928 Est. Cost $184.98 Unrealized +13.7%
ZNTL Zentalis Pharmaceuticals Incor 0.1%
Value ($000) $1,662 Shares 19,770 Est. Cost $60.16 Unrealized +28.6%
JNJ Johnson & Johnson 0.1%
Value ($000) $1,660 Shares 9,703 Est. Cost $119.69 Unrealized +21.2%
IGIB IShares Intermediate-Term Corp 0.1%
Value ($000) $1,656 Shares 27,940 Est. Cost $60.25 Unrealized
UPST Upstart Holdings, Inc. 0.1%
Value ($000) $1,654 Shares 10,934 Est. Cost $107.04 Unrealized +133.4%
VGSH Vanguard Short-Term Treasury E 0.1%
Value ($000) $1,642 Shares 26,995 Est. Cost $61.47 Unrealized
SNA Snap On Incorporated 0.1%
Value ($000) $1,623 Shares 7,534 Est. Cost $164.92 Unrealized +16.2%
H&E Equipment Services 0.1%
Value ($000) $1,617 Shares 36,533 Est. Cost $44.26 Unrealized
FND Floor & Decor Holdings Incorpo 0.1%
Value ($000) $1,588 Shares 12,218 Est. Cost $45.11 Unrealized +185.6%
HTGC Hercules Technology Growth Cap 0.1%
Value ($000) $1,578 Shares 95,094 Est. Cost $13.78 Unrealized +23.0%
DCBO Docebo Incorporated 0.1%
Value ($000) $1,575 Shares 23,376 Est. Cost $73.29 Unrealized -1.8%
VEA Vanguard FTSE Developed ETF 0.1%
Value ($000) $1,573 Shares 30,809 Est. Cost $43.70 Unrealized
Pimco Corp & Income Strategy F 0.1%
Value ($000) $1,540 Shares 90,000 Est. Cost $17.26 Unrealized
BEAM Beam Therapeutics Incorporated 0.1%
Value ($000) $1,529 Shares 19,192 Est. Cost $82.16 Unrealized +4.2%
Textainer Group Holdings Limit 0.1%
Value ($000) $1,529 Shares 42,814 Est. Cost $26.05 Unrealized
TSLX Sixth Street Specialty Lending 0.1%
Value ($000) $1,528 Shares 65,316 Est. Cost $16.62 Unrealized +41.3%
Hillenbrand Incorporated 0.1%
Value ($000) $1,519 Shares 29,213 Est. Cost $52.00 Unrealized
CVNA Carvana Company 0.1%
Value ($000) $1,514 Shares 6,532 Est. Cost $86.64 Unrealized +217.5%
INTE Integral Acquisition CL A 0.1%
Value ($000) $1,485 Shares 151,180 Est. Cost $9.85 Unrealized 0.0%
Atlantic Bancshares Incorporat 0.1%
Value ($000) $1,473 Shares 51,211 Est. Cost $18.31 Unrealized
Oaktree Speciality Lending Coo 0.1%
Value ($000) $1,471 Shares 197,241 Est. Cost $4.63 Unrealized
Leslie's Inc 0.1%
Value ($000) $1,456 Shares 61,532 Est. Cost $23.66 Unrealized
STLD Steel Dynamics Incorporated 0.1%
Value ($000) $1,452 Shares 23,391 Est. Cost $58.49 Unrealized +0.2%
Membership Collective Group In 0.1%
Value ($000) $1,449 Shares 113,389 Est. Cost $12.51 Unrealized
Priveterra Acquisition CL A 0.1%
Value ($000) $1,444 Shares 148,739 Est. Cost $9.64 Unrealized
FSK FS KKR Capital Corporation 0.1%
Value ($000) $1,419 Shares 67,781 Est. Cost $8.13 Unrealized +44.6%
TMO Thermo Fisher Scientific Incor 0.1%
Value ($000) $1,418 Shares 2,125 Est. Cost $617.25 Unrealized 0.0%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $1,403 Shares 5,505 Est. Cost $169.21 Unrealized
MAIN Main Street Capital Corp Com 0.1%
Value ($000) $1,386 Shares 30,901 Est. Cost $36.62 Unrealized +20.1%
MCD McDonald's Corp 0.1%
Value ($000) $1,381 Shares 5,153 Est. Cost $189.27 Unrealized +21.3%
PTLO Portillo's Incorporated Class 0.1%
Value ($000) $1,362 Shares 36,288 Est. Cost $40.09 Unrealized 0.0%
OMCL Omnicell Incorporated 0.1%
Value ($000) $1,354 Shares 7,504 Est. Cost $131.81 Unrealized +31.6%
Lamf Global Ventures Corp Unit 0.1%
Value ($000) $1,354 Shares 134,850 Est. Cost $10.04 Unrealized
SMPL Simply Good Foods Co 0.1%
Value ($000) $1,342 Shares 32,280 Est. Cost $38.18 Unrealized 0.0%
CPRI Capri Holdings Limited 0.1%
Value ($000) $1,329 Shares 20,479 Est. Cost $50.63 Unrealized +16.9%
HRMY Harmony Biosciences Holdings I 0.1%
Value ($000) $1,329 Shares 31,170 Est. Cost $32.20 Unrealized +23.8%
Provention Bio Incorporated 0.1%
Value ($000) $1,321 Shares 235,000 Est. Cost $10.50 Unrealized
Wolfspeed Incorporated 0.1%
Value ($000) $1,309 Shares 11,715 Est. Cost $111.74 Unrealized
FSS Federal Signal Corp 0.1%
Value ($000) $1,306 Shares 30,132 Est. Cost $39.94 Unrealized +5.7%
DOL Wisdom Tree Intl LV DVD Fund 0.1%
Value ($000) $1,277 Shares 25,850 Est. Cost $46.65 Unrealized
PLUG Plug Power Incorporated 0.1%
Value ($000) $1,268 Shares 44,912 Est. Cost $27.51 Unrealized +25.8%
TPG Pace Beneficial II CL A 0.1%
Value ($000) $1,257 Shares 128,238 Est. Cost $10.08 Unrealized
Beard Energy Transition Acquis 0.1%
Value ($000) $1,252 Shares 123,250 Est. Cost $10.16 Unrealized
FNF Fidelity National Financial In 0.1%
Value ($000) $1,228 Shares 23,529 Est. Cost $20.00 Unrealized +94.8%
SHV iShares Short Treasury Bond ET 0.1%
Value ($000) $1,204 Shares 10,900 Est. Cost $110.67 Unrealized
LXFR Luxfer Holdings Plc 0.1%
Value ($000) $1,184 Shares 61,340 Est. Cost $20.41 Unrealized -0.3%
CPK Chesapeake Utilities 0.1%
Value ($000) $1,173 Shares 8,041 Est. Cost $80.94 Unrealized +51.3%
BX Blackstone Incorporated 0.1%
Value ($000) $1,171 Shares 9,050 Est. Cost $39.22 Unrealized +196.0%
META Meta Platforms Incorporated 0.1%
Value ($000) $1,164 Shares 3,460 Est. Cost $306.69 Unrealized +7.5%
PACK Ranpak Holdings Corp. Class A 0.1%
Value ($000) $1,116 Shares 29,706 Est. Cost $20.99 Unrealized +68.2%
Spirit Aerosystems Holdings In 0.1%
Value ($000) $1,114 Shares 25,862 Est. Cost $43.07 Unrealized
Viper Energy Partners LP 0.1%
Value ($000) $1,094 Shares 51,322 Est. Cost $12.24 Unrealized
SKIN Beauty Health Company Class A 0.1%
Value ($000) $1,092 Shares 45,215 Est. Cost $23.11 Unrealized +11.5%
FC Franklin Covey Company 0.1%
Value ($000) $1,091 Shares 23,525 Est. Cost $41.72 Unrealized +6.3%
Houghton Mifflin Harcourt Comp 0.1%
Value ($000) $1,084 Shares 67,302 Est. Cost $16.11 Unrealized
Biohaven Pharmaceutical Holdin 0.1%
Value ($000) $1,067 Shares 7,741 Est. Cost $138.93 Unrealized
JLL Jones Lang LaSalle Incorporate 0.1%
Value ($000) $1,066 Shares 3,958 Est. Cost $171.27 Unrealized +50.6%
RSI Rush Street Interactive Incorp 0.1%
Value ($000) $1,054 Shares 63,893 Est. Cost $13.68 Unrealized +37.9%
MIR Mirion Technologies Inc. Class 0.1%
Value ($000) $1,019 Shares 97,351 Est. Cost $10.74 Unrealized 0.0%
TRIN Trinity Capital Inc 0.1%
Value ($000) $1,001 Shares 56,934 Est. Cost $7.55 Unrealized +16.7%
UPBD Rent A Center Incorporated 0.1%
Value ($000) $999 Shares 20,800 Est. Cost $33.96 Unrealized +47.3%
MRNA Moderna Incorporated 0.1%
Value ($000) $999 Shares 3,935 Est. Cost $132.04 Unrealized +121.4%
CDXS Codexis Incorporated 0.1%
Value ($000) $991 Shares 31,689 Est. Cost $32.89 Unrealized 0.0%
FDUS Fidus Invt Corp Com 0.1%
Value ($000) $986 Shares 54,859 Est. Cost $6.38 Unrealized +69.9%
VET Vermilion Energy Incorporated 0.1%
Value ($000) $961 Shares 76,367 Est. Cost $10.89 Unrealized 0.0%
CALY Callaway Golf Company 0.1%
Value ($000) $961 Shares 35,032 Est. Cost $22.02 Unrealized +26.1%
IWB IShares Russell 1000 Index 0.1%
Value ($000) $954 Shares 3,606 Est. Cost $264.56 Unrealized
BBDC Barings BDC Incorporated 0.1%
Value ($000) $952 Shares 86,345 Est. Cost $4.86 Unrealized +43.7%
TCPC BlackRock TCP Capital Corp 0.1%
Value ($000) $939 Shares 69,539 Est. Cost $14.57 Unrealized -4.7%
Ginkgo Bioworks Holdings Inc C 0.1%
Value ($000) $913 Shares 109,913 Est. Cost $10.51 Unrealized
OBDC Owl Rock Capital Corp 0.1%
Value ($000) $908 Shares 64,131 Est. Cost $6.64 Unrealized +34.9%
CSD Invesco S&P Spinoff ETF 0.1%
Value ($000) $896 Shares 14,415 Est. Cost $54.84 Unrealized
Nabors Energy Transition Unit 0.1%
Value ($000) $887 Shares 87,380 Est. Cost $10.15 Unrealized
IRM Iron Mountain 0.1%
Value ($000) $884 Shares 16,901 Est. Cost $25.76 Unrealized +55.8%
BXSL Blackstone Securities Lending 0.1%
Value ($000) $835 Shares 24,555 Est. Cost $20.74 Unrealized 0.0%
CFG Citizens Financial Group 0.1%
Value ($000) $835 Shares 17,671 Est. Cost $25.38 Unrealized +58.7%
AAPL Apple Inc 0.1%
Value ($000) $833 Shares 4,689 Est. Cost $99.19 Unrealized +56.0%
CTOS Custom Truck One Source Inc 0.1%
Value ($000) $816 Shares 102,001 Est. Cost $8.41 Unrealized +2.4%
DPZ Domino's Pizza Incorporated 0.1%
Value ($000) $807 Shares 1,430 Est. Cost $351.58 Unrealized +36.7%
Snap One Holdings Corp. 0.1%
Value ($000) $807 Shares 38,286 Est. Cost $21.08 Unrealized
VYX NCR Corporation 0.1%
Value ($000) $800 Shares 19,910 Est. Cost $26.76 Unrealized -5.2%
IGSB IShares Short-Term Corporate B 0.1%
Value ($000) $799 Shares 14,820 Est. Cost $54.96 Unrealized
SOFI SoFi Technologies Incorporated 0.1%
Value ($000) $788 Shares 49,819 Est. Cost $18.35 Unrealized 0.0%
Dun & Bradstreet Holdings Inc 0.1%
Value ($000) $785 Shares 38,320 Est. Cost $20.49 Unrealized
MIDD Middleby Corporation 0.1%
Value ($000) $784 Shares 3,984 Est. Cost $90.68 Unrealized +101.2%
SAR Saratoga Investment Corporatio 0.1%
Value ($000) $778 Shares 26,496 Est. Cost $27.95 Unrealized +4.1%
Haymaker Acquisition III CL A 0.1%
Value ($000) $777 Shares 79,305 Est. Cost $9.68 Unrealized
TER Teradyne Incorporated 0.1%
Value ($000) $757 Shares 4,629 Est. Cost $111.03 Unrealized +24.5%
DOCS Doximity Incorporated Class A 0.1%
Value ($000) $756 Shares 15,075 Est. Cost $72.32 Unrealized -10.0%
NTRA Natera Incorporated 0.1%
Value ($000) $752 Shares 8,053 Est. Cost $72.30 Unrealized +43.5%
DRI Darden Restaurants 0.1%
Value ($000) $709 Shares 4,706 Est. Cost $93.31 Unrealized +38.5%
PWR Quanta Services 0.1%
Value ($000) $704 Shares 6,136 Est. Cost $64.43 Unrealized +77.8%
Bullpen Parlay Acquisition Uni 0.1%
Value ($000) $700 Shares 70,000 Est. Cost $10.00 Unrealized
IWN iShares Russell 2000 Value ETF 0.1%
Value ($000) $692 Shares 4,170 Est. Cost $160.22 Unrealized
ALB Albemarle Corp 0.1%
Value ($000) $649 Shares 2,775 Est. Cost $178.29 Unrealized +31.7%
MRVL Marvell Technology, Inc. 0.1%
Value ($000) $638 Shares 7,295 Est. Cost $49.12 Unrealized +49.5%
SCM Stellus Capital Investment Cor 0.0%
Value ($000) $635 Shares 48,801 Est. Cost $12.61 Unrealized +7.1%
LEU Centrus Energy Corp 0.0%
Value ($000) $634 Shares 12,705 Est. Cost $55.69 Unrealized 0.0%
KMI Kinder Morgan, Inc. 0.0%
Value ($000) $625 Shares 39,415 Est. Cost $13.68 Unrealized -3.5%
WHF Whitehorse Finance Incorporate 0.0%
Value ($000) $625 Shares 40,306 Est. Cost $13.74 Unrealized +12.5%
CSWC Capital Southwest Corporation 0.0%
Value ($000) $623 Shares 24,654 Est. Cost $8.35 Unrealized +94.2%
ALGM Allegro MicroSystems Incorpora 0.0%
Value ($000) $622 Shares 17,183 Est. Cost $31.01 Unrealized +4.9%
WRBY Warby Parker Incorporated Clas 0.0%
Value ($000) $615 Shares 13,214 Est. Cost $52.03 Unrealized 0.0%
Sandbridge X2 CL A 0.0%
Value ($000) $609 Shares 62,760 Est. Cost $9.68 Unrealized
RWAY Runway Growth Finance Corp 0.0%
Value ($000) $609 Shares 47,533 Est. Cost $7.57 Unrealized 0.0%
XLE Energy Select Sector SPDR Fund 0.0%
Value ($000) $589 Shares 10,611 Est. Cost $44.43 Unrealized
WAL Western Alliance Bancorp 0.0%
Value ($000) $581 Shares 5,397 Est. Cost $80.77 Unrealized +26.6%
PSTG Pure Storage Incorporated Clas 0.0%
Value ($000) $576 Shares 17,710 Est. Cost $29.02 Unrealized 0.0%
VMC Vulcan Materials Company 0.0%
Value ($000) $568 Shares 2,735 Est. Cost $130.94 Unrealized +43.1%
Ramaco Resources, Inc. 0.0%
Value ($000) $560 Shares 41,193 Est. Cost $12.30 Unrealized
NOW ServiceNow Inc 0.0%
Value ($000) $548 Shares 844 Est. Cost $19.11 Unrealized +587.1%
AYI Acuity Brands Inc 0.0%
Value ($000) $548 Shares 2,587 Est. Cost $186.34 Unrealized +9.7%
JBL Jabil Circuit 0.0%
Value ($000) $547 Shares 7,774 Est. Cost $59.33 Unrealized +5.1%
PRTA Prothena Corp PLC 0.0%
Value ($000) $542 Shares 10,975 Est. Cost $62.11 Unrealized -10.7%
TWI Titan International Incorporat 0.0%
Value ($000) $530 Shares 48,403 Est. Cost $8.52 Unrealized -8.0%
URI United Rentals 0.0%
Value ($000) $528 Shares 1,589 Est. Cost $181.45 Unrealized +90.3%
SEDG Solaredge Technolgoies Incorpo 0.0%
Value ($000) $526 Shares 1,875 Est. Cost $259.43 Unrealized +21.7%
ALNY Alnylam Pharmaceuticals Incorp 0.0%
Value ($000) $524 Shares 3,089 Est. Cost $157.16 Unrealized +18.3%
ALRM Alarm.com Holdings Incorporate 0.0%
Value ($000) $520 Shares 6,132 Est. Cost $81.80 Unrealized 0.0%
SEMR SEMrush Holdings, Inc. Class A 0.0%
Value ($000) $517 Shares 24,802 Est. Cost $17.41 Unrealized +28.0%
MAT Mattel Inc. 0.0%
Value ($000) $511 Shares 23,718 Est. Cost $20.98 Unrealized 0.0%
Arista Networks Inc 0.0%
Value ($000) $498 Shares 3,464 Est. Cost $181.08 Unrealized
XOP SPDR S&P Oil & Gas Exp 0.0%
Value ($000) $473 Shares 4,935 Est. Cost $55.42 Unrealized
UHAL Amerco Incorporated 0.0%
Value ($000) $462 Shares 636 Est. Cost $41.06 Unrealized +75.3%
DLN Wisdomtree Largecap Div Largec 0.0%
Value ($000) $456 Shares 6,904 Est. Cost $84.09 Unrealized
NVO Novo Nordisk A/S 0.0%
Value ($000) $452 Shares 4,035 Est. Cost $67.39 Unrealized
Mason Industrial Technology CL 0.0%
Value ($000) $451 Shares 46,182 Est. Cost $9.66 Unrealized
Athena Consumer Acquisition Cl 0.0%
Value ($000) $451 Shares 45,370 Est. Cost $9.94 Unrealized
RH RH 0.0%
Value ($000) $445 Shares 831 Est. Cost $186.76 Unrealized +229.4%
Equity Commonwealth Pfd 0.0%
Value ($000) $444 Shares 15,000 Est. Cost $29.60 Unrealized
KRYS Krystal Biotech Incorporated 0.0%
Value ($000) $443 Shares 6,339 Est. Cost $58.21 Unrealized 0.0%
TROW T. Rowe Price Group 0.0%
Value ($000) $423 Shares 2,150 Est. Cost $83.93 Unrealized +100.9%
ATOM Atomera Inc. 0.0%
Value ($000) $402 Shares 20,000 Est. Cost $29.25 Unrealized -19.7%
HAIUF Healthcare AI Acquisition Unit 0.0%
Value ($000) $391 Shares 39,070 Est. Cost $10.01 Unrealized
VZ Verizon Communications 0.0%
Value ($000) $375 Shares 7,220 Est. Cost $30.99 Unrealized +30.3%
Berry Plastics Group Inc 0.0%
Value ($000) $369 Shares 4,999 Est. Cost $73.81 Unrealized
U Unity Software, Inc. 0.0%
Value ($000) $361 Shares 2,522 Est. Cost $118.38 Unrealized +29.1%
ARVN Arvinas Incorporated 0.0%
Value ($000) $361 Shares 4,390 Est. Cost $70.77 Unrealized +15.0%
XMTR Xometry, Inc. Class A 0.0%
Value ($000) $360 Shares 7,028 Est. Cost $51.43 Unrealized 0.0%
RELX RELX PLC 0.0%
Value ($000) $358 Shares 10,975 Est. Cost $24.34 Unrealized
AVY Avery Dennison 0.0%
Value ($000) $341 Shares 1,573 Est. Cost $137.69 Unrealized +44.5%
ESTC Elastic NV 0.0%
Value ($000) $330 Shares 2,682 Est. Cost $116.94 Unrealized +29.2%
GTAC Global Technology Acquisition 0.0%
Value ($000) $328 Shares 33,450 Est. Cost $9.81 Unrealized
GTLS Chart Industries Incorporated 0.0%
Value ($000) $323 Shares 2,027 Est. Cost $172.26 Unrealized +2.6%
PRU Prudential Bache 0.0%
Value ($000) $317 Shares 2,928 Est. Cost $81.79 Unrealized +8.7%
IESC IES Holdings Incorporated 0.0%
Value ($000) $315 Shares 6,219 Est. Cost $50.09 Unrealized 0.0%
CRWD CrowdStrike Holdings Inc Class 0.0%
Value ($000) $305 Shares 1,492 Est. Cost $88.82 Unrealized +174.3%
Horizon Therapeutics PLC 0.0%
Value ($000) $305 Shares 2,829 Est. Cost $39.59 Unrealized
Tailwind International Acquisi 0.0%
Value ($000) $300 Shares 30,726 Est. Cost $9.66 Unrealized
EQNR Equinor ASA-Spon ADR 0.0%
Value ($000) $294 Shares 11,174 Est. Cost $21.79 Unrealized
SYNA Synaptics Incorporated 0.0%
Value ($000) $294 Shares 1,017 Est. Cost $238.88 Unrealized 0.0%
Ortho Clinical Diagnostics Hol 0.0%
Value ($000) $281 Shares 13,153 Est. Cost $21.36 Unrealized
Hunt Companies Acquisition I U 0.0%
Value ($000) $275 Shares 27,045 Est. Cost $10.17 Unrealized
LTH Life Time Group Holdings, Inc. 0.0%
Value ($000) $274 Shares 15,916 Est. Cost $18.67 Unrealized 0.0%
Ritchie Bros. Auctioneers Inco 0.0%
Value ($000) $274 Shares 4,475 Est. Cost $61.23 Unrealized
CCJ Cameco Corporation 0.0%
Value ($000) $262 Shares 12,030 Est. Cost $23.92 Unrealized 0.0%
TortoiseEcofin Acquisition CL 0.0%
Value ($000) $258 Shares 26,664 Est. Cost $9.68 Unrealized
HLLY/WS Holley Incorporated CW27 0.0%
Value ($000) $249 Shares 64,800 Est. Cost $2.90 Unrealized
BCS Barclays PLC-Spon ADR 0.0%
Value ($000) $245 Shares 23,639 Est. Cost $8.29 Unrealized
TGT Target Corp 0.0%
Value ($000) $233 Shares 1,005 Est. Cost $214.19 Unrealized 0.0%
NVCR Novocure LTD 0.0%
Value ($000) $230 Shares 3,058 Est. Cost $51.56 Unrealized +94.7%
IEUR iShares Core MSCI Europe 0.0%
Value ($000) $226 Shares 3,878 Est. Cost $58.28 Unrealized
CZOWF Cazoo Group Limited CW 27 0.0%
Value ($000) $225 Shares 250,353 Est. Cost $1.43 Unrealized
BYD Boyd Gaming Corporation 0.0%
Value ($000) $219 Shares 3,345 Est. Cost $56.88 Unrealized +7.0%
LKQ LKQ Corporation 0.0%
Value ($000) $215 Shares 3,584 Est. Cost $50.79 Unrealized 0.0%
CF CF Industries Holdings Inc 0.0%
Value ($000) $215 Shares 3,038 Est. Cost $57.35 Unrealized 0.0%
LRN Stride Incorporated 0.0%
Value ($000) $213 Shares 6,392 Est. Cost $32.81 Unrealized +5.2%
Diamondhead Holdings Unit 0.0%
Value ($000) $197 Shares 20,000 Est. Cost $9.90 Unrealized
Mirion Technologies CW27 0.0%
Value ($000) $194 Shares 77,500 Est. Cost $2.50 Unrealized
Redball Acquisition CW27 0.0%
Value ($000) $184 Shares 148,237 Est. Cost $1.24 Unrealized
Ross Acquisition II CW26 0.0%
Value ($000) $162 Shares 177,888 Est. Cost $0.92 Unrealized
OPEN Opendoor Technologies Incorpor 0.0%
Value ($000) $151 Shares 10,339 Est. Cost $17.63 Unrealized +8.3%
Elliott Opportunity II CW23 0.0%
Value ($000) $144 Shares 134,785 Est. Cost $1.08 Unrealized
Cazoo Group Limited CL A 0.0%
Value ($000) $139 Shares 23,116 Est. Cost $7.78 Unrealized
SVF Investment CW27 0.0%
Value ($000) $137 Shares 105,500 Est. Cost $1.17 Unrealized
KKR Acquisition Holdings I CW2 0.0%
Value ($000) $132 Shares 132,535 Est. Cost $1.01 Unrealized
Pear Therapeutics CW27 0.0%
Value ($000) $128 Shares 213,551 Est. Cost $0.60 Unrealized
Hennessy Capital Investment VI 0.0%
Value ($000) $125 Shares 156,464 Est. Cost $0.80 Unrealized
Velocity Acquisition CL A 0.0%
Value ($000) $117 Shares 12,069 Est. Cost $9.69 Unrealized
Forum Merger IV CW27 0.0%
Value ($000) $111 Shares 135,062 Est. Cost $1.01 Unrealized
Primavera Capital Acquisition 0.0%
Value ($000) $106 Shares 10,908 Est. Cost $9.81 Unrealized
PIIIW P3 Health Partners CW27 0.0%
Value ($000) $103 Shares 97,700 Est. Cost $1.05 Unrealized
Apollo Strategic Growth - CW27 0.0%
Value ($000) $92 Shares 71,500 Est. Cost $1.29 Unrealized
CC Neuberger Principal - CW25 0.0%
Value ($000) $89 Shares 65,500 Est. Cost $1.36 Unrealized
G Squared Ascend I CW27 0.0%
Value ($000) $88 Shares 102,500 Est. Cost $0.91 Unrealized
Duddell Street Acquisition CW2 0.0%
Value ($000) $79 Shares 63,500 Est. Cost $1.24 Unrealized
Waldencast Acquisition CW27 0.0%
Value ($000) $79 Shares 65,500 Est. Cost $1.21 Unrealized
UEC Uranium Energy Corporation 0.0%
Value ($000) $65 Shares 19,510 Est. Cost $3.85 Unrealized 0.0%
Motive Capital Corp Class A CW 0.0%
Value ($000) $65 Shares 63,500 Est. Cost $1.02 Unrealized
Pontem Corporation CW27 0.0%
Value ($000) $64 Shares 72,105 Est. Cost $0.75 Unrealized
North Atlantic Acquisition CW2 0.0%
Value ($000) $60 Shares 81,713 Est. Cost $0.69 Unrealized
Ares Acquisition CW27 0.0%
Value ($000) $58 Shares 65,280 Est. Cost $0.89 Unrealized
Derarbonization Plus Acquistio 0.0%
Value ($000) $55 Shares 58,000 Est. Cost $0.95 Unrealized
Focus Impact Acquisition CW27 0.0%
Value ($000) $53 Shares 101,300 Est. Cost $0.52 Unrealized
INTEW Integral Acquisition CW28 0.0%
Value ($000) $48 Shares 75,590 Est. Cost $0.64 Unrealized
L Catterton Asia Acquisition C 0.0%
Value ($000) $46 Shares 58,345 Est. Cost $0.94 Unrealized
Enjoy Technology Incorporated 0.0%
Value ($000) $46 Shares 109,500 Est. Cost $0.42 Unrealized
Athena Consumer Acquisition CW 0.0%
Value ($000) $44 Shares 92,685 Est. Cost $0.47 Unrealized
Spartan Acquisition III CW26 0.0%
Value ($000) $43 Shares 29,675 Est. Cost $1.20 Unrealized
Alpha Capital Acquisition CW27 0.0%
Value ($000) $41 Shares 51,172 Est. Cost $0.81 Unrealized
Pivotal Investment III CW27 0.0%
Value ($000) $39 Shares 48,000 Est. Cost $0.85 Unrealized
Diamondhead Holdings CW28 0.0%
Value ($000) $32 Shares 53,675 Est. Cost $0.80 Unrealized
Thunder Bridge Capital III CW2 0.0%
Value ($000) $31 Shares 37,777 Est. Cost $1.03 Unrealized
Shelter Acquisition I CW27 0.0%
Value ($000) $31 Shares 56,600 Est. Cost $0.50 Unrealized
ITHAX Acquisition CW27 0.0%
Value ($000) $27 Shares 49,910 Est. Cost $0.68 Unrealized
Priveterra Acquisition CW27 0.0%
Value ($000) $26 Shares 50,119 Est. Cost $0.99 Unrealized
Broadscale Acquisition CW26 0.0%
Value ($000) $26 Shares 27,385 Est. Cost $1.03 Unrealized
FTAC Hera Acquisition CW27 0.0%
Value ($000) $18 Shares 19,375 Est. Cost $1.34 Unrealized
Haymaker Acquisition III CW25 0.0%
Value ($000) $18 Shares 25,003 Est. Cost $0.98 Unrealized
SBIIW Sandbridge X2 CW27 0.0%
Value ($000) $16 Shares 29,930 Est. Cost $0.93 Unrealized
Authentic Equity Acquisition C 0.0%
Value ($000) $12 Shares 21,557 Est. Cost $0.63 Unrealized
Global Technology Acquisition 0.0%
Value ($000) $9 Shares 16,725 Est. Cost $0.54 Unrealized
Tailwind International Acquisi 0.0%
Value ($000) $9 Shares 15,802 Est. Cost $0.95 Unrealized
Science Strategic Acquisition 0.0%
Value ($000) $8 Shares 15,531 Est. Cost $0.79 Unrealized
Mason Industrial Technology CW 0.0%
Value ($000) $8 Shares 11,710 Est. Cost $0.92 Unrealized
TZP Strategies CW27 0.0%
Value ($000) $5 Shares 10,575 Est. Cost $0.70 Unrealized