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The Analysis of Sequoia Financial Advisors, LLC's Holdings & P&L

Currently, Sequoia Financial Advisors, LLC holds 2124 types of securities in its portfolio with a total value $20.0B. In the most recent quarter, they have increased their positions in VUG (+1.8M shares, valued at $158.6M), N/A (+332.3K shares, valued at $45.1M), ROK (+78.0K shares, valued at $38.6M); decreased their positions in PANW (-80.4K shares, valued at $27.4M), CRM (-167.3K shares, valued at $26.2M), SHW (-70.3K shares, valued at $24.2M); initiated new positions in N/A (+332.3K shares, valued at $45.1M), N/A (+114.8K shares, valued at $25.7M), N/A (+109.3K shares, valued at $24.2M).

1M P&L

+44.2M+0.27%

3M P&L

+573.1M+3.56%

HY P&L

+502.2M+3.11%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A9.7B

58.2%

2Semiconductors817.1M

4.9%

3Consumer Electronics576.9M

3.5%

Top Industries by Stock Count

1N/A515 stocks

26.3%

2Banks - Regional127 stocks

6.5%

3Software - Application49 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS3.8M shares1.15%2026-06-302026-07-17

SFGV EA SERIES TRUST31.5M shares-1.13%2026-06-302026-07-17

IXUS ISHARES TR6.3M shares4.10%2026-06-302026-07-17

AAPL APPLE INC2.0M shares1.96%2026-06-302026-07-17

NVDA NVIDIA CORPORATION2.8M shares5.84%2026-06-302026-07-17

VONG VANGUARD SCOTTSDALE FDS3.4M shares-1.58%2026-06-302026-07-17

DFAU DIMENSIONAL ETF TRUST7.6M shares3.09%2026-06-302026-07-17

DSTL ETF SER SOLUTIONS5.9M shares0.32%2026-06-302026-07-17

Sponsored

MSFT MICROSOFT CORP906.2K shares8.82%2026-06-302026-07-17

PYLD PIMCO ETF TR12.4M shares12.79%2026-06-302026-07-17

JPIE J P MORGAN EXCHANGE TRADED F7.1M shares11.71%2026-06-302026-07-17

BINC BLACKROCK ETF TRUST II6.1M shares12.68%2026-06-302026-07-17

VCSH VANGUARD SCOTTSDALE FDS3.7M shares-0.10%2026-06-302026-07-17

BSV VANGUARD BD INDEX FDS3.6M shares7.48%2026-06-302026-07-17

GOOG ALPHABET INC761.3K shares1.07%2026-06-302026-07-17

AMZN AMAZON COM INC1.1M shares-2.27%2026-06-302026-07-17

Sponsored

BROADCOM INC BROADCOM INC665.9K shares4.02%2026-06-302026-07-17

MUB ISHARES TR2.1M shares7.67%2026-06-302026-07-17

TDVG T ROWE PRICE EXCHANGE-TRADED4.4M shares3.81%2026-06-302026-07-17

DFEM DIMENSIONAL ETF TRUST5.3M shares-0.87%2026-06-302026-07-17

CAT CATERPILLAR INC188.3K shares5.32%2026-06-302026-07-17

SPGM SPDR INDEX SHS FDS2.2M shares10.44%2026-06-302026-07-17

VUG VANGUARD INDEX FDS2.2M shares533.09%2026-06-302026-07-17

LLY ELI LILLY & CO154.5K shares7.84%2026-06-302026-07-17

Sponsored

ACWI ISHARES TR1.1M shares-4.28%2026-06-302026-07-17

DIHP DIMENSIONAL ETF TRUST5.3M shares-0.41%2026-06-302026-07-17

VTV VANGUARD INDEX FDS815.4K shares4.37%2026-06-302026-07-17

GOOGL ALPHABET INC472.5K shares-0.23%2026-06-302026-07-17

GLD SPDR GOLD TR456.2K shares-2.76%2026-06-302026-07-17

GS GOLDMAN SACHS GROUP INC153.5K shares4.40%2026-06-302026-07-17

META PLATFORMS INC META PLATFORMS INC275.0K shares4.23%2026-06-302026-07-17

AVUV AMERICAN CENTY ETF TR1.1M shares-2.15%2026-06-302026-07-17

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO390.9K shares4.32%2026-06-302026-07-17

BRK.B BERKSHIRE HATHAWAY INC DEL247.2K shares-2.09%2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T160.4K shares1.23%2026-06-302026-07-17

DFAI DIMENSIONAL ETF TRUST2.8M shares4.14%2026-06-302026-07-17

RTX CORPORATION RTX CORPORATION601.9K shares-3.60%2026-06-302026-07-17

COWZ PACER FDS TR1.8M shares-2.37%2026-06-302026-07-17

IJR ISHARES TR733.7K shares4.00%2026-06-302026-07-17

VTEB VANGUARD MUN BD FDS2.1M shares12.28%2026-06-302026-07-17

Sponsored

DFUS DIMENSIONAL ETF TRUST1.3M shares-2.15%2026-06-302026-07-17

EXXON MOBIL CORP EXXON MOBIL CORP731.4K shares4.35%2026-06-302026-07-17

QUANTA SVCS INC QUANTA SVCS INC135.9K shares5.46%2026-06-302026-07-17

DFAT DIMENSIONAL ETF TRUST1.4M shares1.32%2026-06-302026-07-17

WMT WALMART INC847.5K shares4.24%2026-06-302026-07-17

VISA INC VISA INC277.5K shares4.39%2026-06-302026-07-17

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION94.8K shares-2.51%2026-06-302026-07-17

VIG VANGUARD SPECIALIZED FUNDS371.4K shares2.75%2026-06-302026-07-17

Sponsored

MGV VANGUARD WORLD FD531.7K shares-2.75%2026-06-302026-07-17

HD HOME DEPOT INC229.7K shares4.86%2026-06-302026-07-17

QQQ INVESCO QQQ TR106.5K shares0.47%2026-06-302026-07-17

IUSV ISHARES TR695.0K shares-0.09%2026-06-302026-07-17

ETN EATON CORP PLC175.1K shares6.59%2026-06-302026-07-17

SGOV ISHARES TR738.9K shares42.25%2026-06-302026-07-17

ISHARES TR ISHARES TR96.6K shares0.34%2026-06-302026-07-17

VEA VANGUARD TAX-MANAGED FDS959.9K shares0.36%2026-06-302026-07-17

Sponsored

MU MICRON TECHNOLOGY INC58.2K shares13.31%2026-06-302026-07-17

DFIV DIMENSIONAL ETF TRUST1.2M shares-2.19%2026-06-302026-07-17

AVDV AMERICAN CENTY ETF TR622.8K shares-3.77%2026-06-302026-07-17

AMGN AMGEN INC173.0K shares4.54%2026-06-302026-07-17

IBM INTERNATIONAL BUSINESS MACHS221.1K shares6.85%2026-06-302026-07-17

TSLA TESLA INC145.0K shares27.30%2026-06-302026-07-17

BAC BANK OF AMER CORP1.1M shares7.93%2026-06-302026-07-17

ICOW PACER FDS TR1.4M shares-5.16%2026-06-302026-07-17

Sponsored

PH PARKER-HANNIFIN CORP60.1K shares10.03%2026-06-302026-07-17

MS MORGAN STANLEY280.0K shares3.17%2026-06-302026-07-17

WASTE MGMT INC DEL WASTE MGMT INC DEL233.5K shares7.81%2026-06-302026-07-17

JNJ JOHNSON & JOHNSON203.3K shares4.53%2026-06-302026-07-17

BN BROOKFIELD CORP1.2M shares-2.22%2026-06-302026-07-17

PG PROCTER & GAMBLE CO339.3K shares0.97%2026-06-302026-07-17

AVRE AMERICAN CENTY ETF TR1.0M shares4.45%2026-06-302026-07-17

IJH ISHARES TR630.6K shares4.29%2026-06-302026-07-17

Sponsored

BLK BLACKROCK INC49.8K shares5.06%2026-06-302026-07-17

SPDR SERIES TRUST SPDR SERIES TRUST526.1K shares3.35%2026-06-302026-07-17

VOO VANGUARD INDEX FDS66.6K shares4.30%2026-06-302026-07-17

ROK ROCKWELL AUTOMATION INC92.0K shares559.81%2026-06-302026-07-17

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC332.3K sharesnew addition2026-06-302026-07-17

DFNM DIMENSIONAL ETF TRUST896.2K shares1.83%2026-06-302026-07-17

SPHQ INVESCO EXCHANGE TRADED FD T468.4K shares-14.67%2026-06-302026-07-17

AMD ADVANCED MICRO DEVICES INC71.1K shares5.54%2026-06-302026-07-17

Sponsored

SCHX SCHWAB STRATEGIC TR1.4M shares-2.05%2026-06-302026-07-17

APPLIED MATLS INC APPLIED MATLS INC54.9K shares7.46%2026-06-302026-07-17

C CITIGROUP INC279.2K shares2.50%2026-06-302026-07-17

MCD MCDONALDS CORP144.1K shares0.31%2026-06-302026-07-17

VONV VANGUARD SCOTTSDALE FDS361.5K shares-3.40%2026-06-302026-07-17

MRK MERCK & CO INC292.1K shares-1.66%2026-06-302026-07-17

PANW PALO ALTO NETWORKS INC108.2K shares-42.63%2026-06-302026-07-17

TJX TJX COS INC NEW241.4K shares6.57%2026-06-302026-07-17

Sponsored

LNG CHENIERE ENERGY INC150.8K shares4.41%2026-06-302026-07-17

LABCORP HOLDINGS INC LABCORP HOLDINGS INC127.2K shares5.47%2026-06-302026-07-17

MTUM ISHARES TR103.9K shares6.74%2026-06-302026-07-17

ABT ABBOTT LABORATORIES388.9K shares7.12%2026-06-302026-07-17

DFAS DIMENSIONAL ETF TRUST420.3K shares-2.22%2026-06-302026-07-17

DUHP DIMENSIONAL ETF TRUST824.6K shares0.51%2026-06-302026-07-17

AJG GALLAGHER ARTHUR J & CO149.8K shares7.13%2026-06-302026-07-17

GEV GE VERNOVA INC29.0K shares-0.70%2026-06-302026-07-17

Sponsored

XYL XYLEM INC283.8K shares-22.30%2026-06-302026-07-17

SCHG SCHWAB STRATEGIC TR991.2K shares-1.65%2026-06-302026-07-17

GE GE AEROSPACE88.3K shares1.77%2026-06-302026-07-17

TSM TAIWAN SEMICONDUCTOR MANUFAC65.6K shares-0.85%2026-06-302026-07-17

IWB ISHARES TR74.3K shares-0.57%2026-06-302026-07-17

RSP INVESCO EXCHANGE TRADED FD T142.2K shares-5.23%2026-06-302026-07-17

SCHW SCHWAB CHARLES CORP327.7K shares-4.47%2026-06-302026-07-17

CRM SALESFORCE INC191.1K shares-46.68%2026-06-302026-07-17

Sponsored

PGR PROGRESSIVE CORP135.5K shares-1.41%2026-06-302026-07-17

GLTR ABRDN PRECIOUS METALS BASKET161.5K shares-1.24%2026-06-302026-07-17

ACWX ISHARES TR383.3K shares10.65%2026-06-302026-07-17

LRCX LAM RESEARCH CORP67.3K shares-4.61%2026-06-302026-07-17

FLEX FLEX LTD178.8K shares0.71%2026-06-302026-07-17

BX BLACKSTONE INC245.4K shares5.13%2026-06-302026-07-17

CVX CHEVRON CORPORATION173.8K shares8.12%2026-06-302026-07-17

DIVO AMPLIFY ETF TR628.2K shares-11.59%2026-06-302026-07-17

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC243.3K shares2.70%2026-06-302026-07-17

QCOM QUALCOMM INC153.5K shares9.61%2026-06-302026-07-17

DFSV DIMENSIONAL ETF TRUST714.8K shares-2.41%2026-06-302026-07-17

JGRO J P MORGAN EXCHANGE TRADED F278.1K shares-9.69%2026-06-302026-07-17

BDYN BLACKROCK ETF TRUST929.7K shares0.69%2026-06-302026-07-17

HONEYWELL INTL INC HONEYWELL INTL INC114.8K sharesnew addition2026-06-302026-07-17

CISCO SYS INC CISCO SYS INC217.9K shares8.88%2026-06-302026-07-17

ITOT ISHARES TR152.6K shares105.01%2026-06-302026-07-17

Sponsored

WFC WELLS FARGO & CO301.8K shares0.95%2026-06-302026-07-17

IVW ISHARES TR181.1K shares-0.49%2026-06-302026-07-17

INTC INTEL CORP175.8K shares19.06%2026-06-302026-07-17

FNDF SCHWAB STRATEGIC TR464.7K shares-3.77%2026-06-302026-07-17

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC109.3K sharesnew addition2026-06-302026-07-17

ABBVIE INC ABBVIE INC94.9K shares4.89%2026-06-302026-07-17

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC56.8K shares5.07%2026-06-302026-07-17

SHW SHERWIN WILLIAMS CO68.6K shares-50.64%2026-06-302026-07-17

Sponsored

DFUV DIMENSIONAL ETF TRUST420.7K shares-3.43%2026-06-302026-07-17

KO COCA COLA CO283.6K shares3.40%2026-06-302026-07-17

QUAL ISHARES TR101.3K shares-3.82%2026-06-302026-07-17

DFAX DIMENSIONAL ETF TRUST598.4K shares-0.85%2026-06-302026-07-17

DELL DELL TECHNOLOGIES INC50.1K shares4.54%2026-06-302026-07-17

GDIV HARBOR ETF TRUST1.2M shares1.11%2026-06-302026-07-17

DISV DIMENSIONAL ETF TRUST533.7K shares4.60%2026-06-302026-07-17

AXP AMERICAN EXPRESS CO60.7K shares0.43%2026-06-302026-07-17

Sponsored

XLK SELECT SECTOR SPDR TR107.5K shares-7.76%2026-06-302026-07-17

DFAR DIMENSIONAL ETF TRUST757.6K shares7.18%2026-06-302026-07-17

GD GENERAL DYNAMICS CORP55.2K shares9.39%2026-06-302026-07-17

LHX L3HARRIS TECHNOLOGIES INC66.6K shares10.66%2026-06-302026-07-17

DFAC DIMENSIONAL ETF TRUST420.9K shares-4.49%2026-06-302026-07-17

PM PHILIP MORRIS INTL INC103.0K shares-1.64%2026-06-302026-07-17

OKE ONEOK INC NEW213.3K shares0.37%2026-06-302026-07-17

VV VANGUARD INDEX FDS53.4K shares-1.07%2026-06-302026-07-17

Sponsored

DFAE DIMENSIONAL ETF TRUST451.8K shares-5.59%2026-06-302026-07-17

AEP AMERICAN ELEC PWR CO INC132.5K shares4.04%2026-06-302026-07-17

IDVO AMPLIFY ETF TR422.5K shares-14.71%2026-06-302026-07-17

BIP BROOKFIELD INFRASTRUCTURE PA472.8K shares-5.00%2026-06-302026-07-17

BRK.A BERKSHIRE HATHAWAY INC DEL23 shares-4.17%2026-06-302026-07-17

TXN TEXAS INSTRS INC57.8K shares4.82%2026-06-302026-07-17

VBR VANGUARD INDEX FDS70.4K shares-2.28%2026-06-302026-07-17

MASTERCARD INCORPORATED MASTERCARD INCORPORATED32.6K shares-1.89%2026-06-302026-07-17

Sponsored

FDN FIRST TR EXCHANGE-TRADED FD62.7K shares-3.45%2026-06-302026-07-17

KLAC KLA CORP54.3K shares942.32%2026-06-302026-07-17

HUBB HUBBELL INC31.2K shares-0.44%2026-06-302026-07-17

VWO VANGUARD INTL EQUITY INDEX F271.4K shares2.10%2026-06-302026-07-17

DFCF DIMENSIONAL ETF TRUST380.8K shares-11.30%2026-06-302026-07-17

ORACLE CORP ORACLE CORP109.5K shares-5.34%2026-06-302026-07-17

BIL SPDR SERIES TRUST174.4K shares304.38%2026-06-302026-07-17

SCI SERVICE CORP INTL209.9K shares-0.18%2026-06-302026-07-17

Sponsored

WSM WILLIAMS SONOMA INC67.9K shares1.95%2026-06-302026-07-17

PEP PEPSICO INC116.0K shares-3.65%2026-06-302026-07-17

ISHARES TR ISHARES TR162.2K shares-10.17%2026-06-302026-07-17

KEYS KEYSIGHT TECHNOLOGIES INC44.7K shares12.51%2026-06-302026-07-17

GLW CORNING INC61.1K shares0.74%2026-06-302026-07-17

EFV ISHARES TR203.7K shares1.63%2026-06-302026-07-17

VGSH VANGUARD SCOTTSDALE FDS266.1K shares-10.84%2026-06-302026-07-17

IWF ISHARES TR123.4K shares323.79%2026-06-302026-07-17

Sponsored

VXUS VANGUARD STAR FDS177.9K shares-4.57%2026-06-302026-07-17

INTF ISHARES TR371.0K shares-27.73%2026-06-302026-07-17

NETFLIX INC. NETFLIX INC.212.6K shares-5.37%2026-06-302026-07-17

ISHARES TR ISHARES TR152.3K shares-0.15%2026-06-302026-07-17

USMV ISHARES TR150.3K shares-0.54%2026-06-302026-07-17

CWI SPDR INDEX SHS FDS355.3K shares-2.89%2026-06-302026-07-17

SCZ ISHARES TR175.5K shares0.03%2026-06-302026-07-17

VZ VERIZON COMMUNICATIONS INC338.5K shares0.44%2026-06-302026-07-17

Sponsored

IWM ISHARES TR47.5K shares0.24%2026-06-302026-07-17

BA BOEING CO64.4K shares7.52%2026-06-302026-07-17

MOAT VANECK ETF TRUST133.9K shares1.93%2026-06-302026-07-17

AXL DAUCH CORP2.5M shares12.35%2026-06-302026-07-17

VCIT VANGUARD SCOTTSDALE FDS162.0K shares-11.17%2026-06-302026-07-17

VT VANGUARD INTL EQUITY INDEX F84.4K shares1.96%2026-06-302026-07-17

UNP UNION PAC CORP48.7K shares-1.24%2026-06-302026-07-17

XLI SELECT SECTOR SPDR TR71.3K shares-4.91%2026-06-302026-07-17

Sponsored

CMCSA COMCAST CORP NEW537.1K shares-10.16%2026-06-302026-07-17

JMST J P MORGAN EXCHANGE TRADED F257.9K shares-5.23%2026-06-302026-07-17

NVT NVENT ELEC PLC76.5K shares16.84%2026-06-302026-07-17

NEXTERA ENERGY INC NEXTERA ENERGY INC147.1K shares1.53%2026-06-302026-07-17

BDVL BLACKROCK ETF TRUST496.8K shares-2.97%2026-06-302026-07-17

3M CO 3M CO78.8K shares-1.78%2026-06-302026-07-17

BAM BROOKFIELD ASSET MANAGMT LTD281.7K shares-3.41%2026-06-302026-07-17

SUB ISHARES TR118.6K shares-3.98%2026-06-302026-07-17

Sponsored

SCHB SCHWAB STRATEGIC TR427.1K shares-2.74%2026-06-302026-07-17

VOE VANGUARD INDEX FDS61.0K shares-0.53%2026-06-302026-07-17

BWXT BWX TECHNOLOGIES INC61.0K shares18.27%2026-06-302026-07-17

DE DEERE & CO18.4K shares14.06%2026-06-302026-07-17

LMT LOCKHEED MARTIN CORP22.6K shares6.93%2026-06-302026-07-17

MPLX MPLX LP203.9K shares1.84%2026-06-302026-07-17

SCHD SCHWAB STRATEGIC TR357.7K shares-6.92%2026-06-302026-07-17

HBAN HUNTINGTON BANCSHARES INC638.8K shares12.89%2026-06-302026-07-17

Sponsored

XSMO INVESCO EXCHANGE TRADED FD T120.3K shares-6.54%2026-06-302026-07-17

ASML ASML HLDG NV5.6K shares1.17%2026-06-302026-07-17

WDC WESTERN DIGITAL CORP17.3K shares3.47%2026-06-302026-07-17

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC33.4K shares12.77%2026-06-302026-07-17

SNDK SANDISK CORP4.8K shares-11.80%2026-06-302026-07-17

LIN LINDE PLC21.1K shares19.89%2026-06-302026-07-17

WWD WOODWARD INC25.7K shares25.07%2026-06-302026-07-17

IQLT ISHARES TR220.3K shares-3.50%2026-06-302026-07-17

Sponsored

XLF SELECT SECTOR SPDR TR203.2K shares-11.93%2026-06-302026-07-17

CCJ CAMECO CORP106.8K shares14.34%2026-06-302026-07-17

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL11.1K shares-4.71%2026-06-302026-07-17

SOUTHERN CO SOUTHERN CO112.3K shares3.97%2026-06-302026-07-17

BSCS INVESCO EXCH TRD SLF IDX FD525.0K shares-43.59%2026-06-302026-07-17

IMTM ISHARES TR200.0K shares-0.56%2026-06-302026-07-17

DIS DISNEY WALT CO110.6K shares-6.24%2026-06-302026-07-17

SCHF SCHWAB STRATEGIC TR382.0K shares-0.95%2026-06-302026-07-17

Sponsored

KMI KINDER MORGAN INC DEL330.5K shares4.14%2026-06-302026-07-17

BSCW INVESCO EXCH TRD SLF IDX FD512.9K shares-43.40%2026-06-302026-07-17

LOW LOWES COS INC47.5K shares1.98%2026-06-302026-07-17

T AT&T INC502.1K shares-1.86%2026-06-302026-07-17

BMY BRISTOL-MYERS SQUIBB CO179.9K shares6.87%2026-06-302026-07-17

MTZ MASTEC INC24.5K shares22.35%2026-06-302026-07-17

LUMN LUMEN TECHNOLOGIES INC1.3M shares-0.92%2026-06-302026-07-17

SNOWFLAKE INC SNOWFLAKE INC39.6K shares14.21%2026-06-302026-07-17

Sponsored

SCHA SCHWAB STRATEGIC TR276.9K shares-7.00%2026-06-302026-07-17

VNQ VANGUARD INDEX FDS103.6K shares-8.00%2026-06-302026-07-17

WPC WP CAREY INC139.1K shares-9.34%2026-06-302026-07-17

CW CURTISS WRIGHT CORP13.1K shares13.75%2026-06-302026-07-17

MO ALTRIA GROUP INC137.8K shares5.79%2026-06-302026-07-17

VEU VANGUARD INTL EQUITY INDEX F117.6K shares-4.12%2026-06-302026-07-17

USB US BANCORP162.9K shares-0.92%2026-06-302026-07-17

IEMG ISHARES INC117.9K shares3.84%2026-06-302026-07-17

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TPL TEXAS PACIFIC LAND CORPORATI22.0K shares-0.36%2026-06-302026-07-17

DGRW WISDOMTREE TR97.8K shares-9.98%2026-06-302026-07-17

FFIV F5 INC22.1K shares14.56%2026-06-302026-07-17

BK BANK OF NY MELLON CORP63.5K shares-2.50%2026-06-302026-07-17

JEF JEFFERIES FINANCIAL GROUP IN182.9K shares5.94%2026-06-302026-07-17

FTAI FTAI AVIATION LTD33.7K shares42.06%2026-06-302026-07-17

MAS MASCO CORP112.0K shares14.05%2026-06-302026-07-17

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V32.4K shares-12.33%2026-06-302026-07-17

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CHUBB LIMITED CHUBB LIMITED26.6K shares-2.50%2026-06-302026-07-17

TDG TRANSDIGM GROUP INC6.8K shares3.12%2026-06-302026-07-17

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC75.6K shares2.66%2026-06-302026-07-17

DVY ISHARES TR56.8K shares1.68%2026-06-302026-07-17

ITT ITT INC44.4K shares17.15%2026-06-302026-07-17

APH AMPHENOL CORP48.7K shares5.22%2026-06-302026-07-17

CHRW C H ROBINSON WORLDWIDE IN45.4K shares111.92%2026-06-302026-07-17

EFA ISHARES TR82.2K shares-1.50%2026-06-302026-07-17

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ADI ANALOG DEVICES INC21.4K shares5.10%2026-06-302026-07-17

MRVL MARVELL TECHNOLOGY INC28.5K shares5.23%2026-06-302026-07-17

VRTX VERTEX PHARMACEUTICALS INC16.7K shares12.29%2026-06-302026-07-17

ONTO ONTO INNOVATION INC21.9K shares14.09%2026-06-302026-07-17

ACWV ISHARES INC68.2K shares-13.44%2026-06-302026-07-17

ANET ARISTA NETWORKS INC48.1K shares-0.96%2026-06-302026-07-17

AVDE AMERICAN CENTY ETF TR91.3K shares0.00%2026-06-302026-07-17

VB VANGUARD INDEX FDS26.6K shares-3.43%2026-06-302026-07-17

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WCC WESCO INTL INC23.3K shares28.84%2026-06-302026-07-17

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC10.5K shares-4.32%2026-06-302026-07-17

PFE PFIZER INC332.2K shares-6.20%2026-06-302026-07-17

VGT VANGUARD WORLD FD66.7K shares508.03%2026-06-302026-07-17

STUB STUBHUB HLDGS INC618.0K sharesnew addition2026-06-302026-07-17

BND VANGUARD BD INDEX FDS108.2K shares-4.03%2026-06-302026-07-17

VYM VANGUARD WHITEHALL FDS50.0K shares-2.94%2026-06-302026-07-17

CMPR CIMPRESS PLC76.5K shares-0.07%2026-06-302026-07-17

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TW TRADEWEB MKTS INC77.2K shares14.00%2026-06-302026-07-17

SPLV INVESCO EXCH TRADED FD TR II101.3K shares-0.26%2026-06-302026-07-17

XLE SELECT SECTOR SPDR TR141.3K shares3.44%2026-06-302026-07-17

VRT VERTIV HOLDINGS CO22.3K shares4.28%2026-06-302026-07-17

TMO THERMO FISHER SCIENTIFIC INC14.8K shares-6.33%2026-06-302026-07-17

KMB KIMBERLY-CLARK CORP67.5K shares7.57%2026-06-302026-07-17

GILD GILEAD SCIENCES INC58.7K shares16.91%2026-06-302026-07-17

EVR EVERCORE INC21.7K shares32.29%2026-06-302026-07-17

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WAT WATERS CORP19.6K shares2.13%2026-06-302026-07-17

JMUB J P MORGAN EXCHANGE TRADED F144.0K shares-30.98%2026-06-302026-07-17

MCK MCKESSON CORP9.5K shares-1.85%2026-06-302026-07-17

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND57.7K shares-64.80%2026-06-302026-07-17

DGX QUEST DIAGNOSTICS INC33.8K shares25.04%2026-06-302026-07-17

DUK DUKE ENERGY CORP NEW56.4K shares3.07%2026-06-302026-07-17

MNST MONSTER BEVERAGE CORP NEW73.9K shares-4.57%2026-06-302026-07-17

RDNT RADNET INC115.1K shares1.88%2026-06-302026-07-17

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MLM MARTIN MARIETTA MATLS INC12.3K shares19.04%2026-06-302026-07-17

VLO VALERO ENERGY CORP27.2K shares9.24%2026-06-302026-07-17

KTOS KRATOS DEFENSE & SEC SOLUTIO140.9K shares29.77%2026-06-302026-07-17

DFSU DIMENSIONAL ETF TRUST150.2K shares-0.79%2026-06-302026-07-17

BEP BROOKFIELD RENEWABLE ENERGY198.5K shares-0.01%2026-06-302026-07-17

FMB FIRST TR EXCH TRADED FD III134.2K shares-4.91%2026-06-302026-07-17

ZION ZIONS BANCORPORATION NATL AS99.3K shares11.01%2026-06-302026-07-17

BYD BOYD GAMING CORP77.6K shares11.00%2026-06-302026-07-17

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IWV ISHARES TR15.9K shares-0.33%2026-06-302026-07-17

NDAQ NASDAQ INC85.6K shares16.93%2026-06-302026-07-17

DFIS DIMENSIONAL ETF TRUST192.5K shares-9.66%2026-06-302026-07-17

NLY ANNALY CAPITAL MANAGEMENT IN301.4K shares44.50%2026-06-302026-07-17

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP21.1K shares-29.49%2026-06-302026-07-17

VSS VANGUARD INTL EQUITY INDEX F43.1K shares-2.40%2026-06-302026-07-17

PSX PHILLIPS 6639.2K shares5.55%2026-06-302026-07-17

SNPS SYNOPSYS INC14.9K shares19.03%2026-06-302026-07-17

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ALL ALLSTATE CORP27.9K shares56.76%2026-06-302026-07-17

ATI INC ATI INC33.6K shares485.79%2026-06-302026-07-17

COP CONOCOPHILLIPS63.1K shares0.57%2026-06-302026-07-17

FIX COMFORT SYS USA INC3.3K shares13.86%2026-06-302026-07-17

IWD ISHARES TR26.9K shares1.48%2026-06-302026-07-17

AVEM AMERICAN CENTY ETF TR67.1K shares-2.08%2026-06-302026-07-17

TEVA TEVA PHARMACEUTICAL INDS LTD190.9K shares12.52%2026-06-302026-07-17

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC48.3K shares14.30%2026-06-302026-07-17

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DLR DIGITAL RLTY TR INC35.6K shares5.35%2026-06-302026-07-17

STE STERIS PLC30.3K shares8.31%2026-06-302026-07-17

GMED GLOBUS MED INC80.8K shares0.50%2026-06-302026-07-17

ELV ELEVANCE HEALTH INC FORMERLY16.4K shares148.03%2026-06-302026-07-17

CSTM CONSTELLIUM SE198.0K shares0.42%2026-06-302026-07-17

GPN GLOBAL PMTS INC86.9K shares-0.97%2026-06-302026-07-17

CDNS CADENCE DESIGN SYSTEM INC16.8K shares58.16%2026-06-302026-07-17

CL COLGATE PALMOLIVE CO68.0K shares4.96%2026-06-302026-07-17

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DFLV DIMENSIONAL ETF TRUST156.8K shares-22.19%2026-06-302026-07-17

TXT TEXTRON INC67.4K shares12.84%2026-06-302026-07-17

NVS NOVARTIS AG39.0K shares-9.27%2026-06-302026-07-17

IAU ISHARES GOLD TR80.6K shares0.40%2026-06-302026-07-17

UPS UNITED PARCEL SVCS INC56.6K shares0.91%2026-06-302026-07-17

PNC PNC FINL SVCS GROUP INC24.7K shares17.86%2026-06-302026-07-17

PSA PUBLIC STORAGE18.9K shares0.98%2026-06-302026-07-17

DGRO ISHARES TR78.9K shares-0.30%2026-06-302026-07-17

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RRX REGAL REXNORD CORPORATION24.9K shares1196.72%2026-06-302026-07-17

ASE TECHNOLOGY HLDG CO LTD ASE TECHNOLOGY HLDG CO LTD131.0K shares-7.19%2026-06-302026-07-17

HWM HOWMET AEROSPACE INC21.8K shares44.15%2026-06-302026-07-17

AON AON PLC17.6K shares10.93%2026-06-302026-07-17

BKNG BOOKING HOLDINGS INC32.8K shares2389.45%2026-06-302026-07-17

MPC MARATHON PETE CORP22.8K shares7.48%2026-06-302026-07-17

SRE SEMPRA62.6K shares1.32%2026-06-302026-07-17

CVS CVS HEALTH CORP55.8K shares3.04%2026-06-302026-07-17

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CME CME GROUP INC26.0K shares-4.16%2026-06-302026-07-17

CACC CREDIT ACCEP CORP MICH9.0K shares1.25%2026-06-302026-07-17

IVE ISHARES TR24.9K shares1.53%2026-06-302026-07-17

DXJ WISDOMTREE TR32.5K shares0.39%2026-06-302026-07-17

HSBC HSBC HLDGS PLC59.0K shares-0.29%2026-06-302026-07-17

MAR MARRIOTT INTL INC NEW15.0K shares-3.21%2026-06-302026-07-17

CMI CUMMINS INC7.8K shares19.98%2026-06-302026-07-17

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION38.0K shares17.48%2026-06-302026-07-17

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JPST J P MORGAN EXCHANGE TRADED F108.0K shares-28.02%2026-06-302026-07-17

TGT TARGET CORP41.8K shares-1.46%2026-06-302026-07-17

WAL WESTERN ALLIANCE BANCORP65.6K shares6.32%2026-06-302026-07-17

GVI ISHARES TR50.7K shares-4.06%2026-06-302026-07-17

DAL DELTA AIR LINES INC56.9K shares4.88%2026-06-302026-07-17

ZBH ZIMMER BIOMET HOLDINGS INC61.5K shares-4.92%2026-06-302026-07-17

FTNT FORTINET INC34.3K shares3.29%2026-06-302026-07-17

GL GLOBE LIFE INC29.5K shares7.18%2026-06-302026-07-17

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COF CAPITAL ONE FINL CORP25.8K shares12.77%2026-06-302026-07-17

ENB ENBRIDGE INC95.1K shares-3.41%2026-06-302026-07-17

SUNB SUNBELT RENTALS HOLDINGS INC68.6K shares536.41%2026-06-302026-07-17

EMR EMERSON ELEC CO35.7K shares16.47%2026-06-302026-07-17

FNDX SCHWAB STRATEGIC TR164.4K shares3.27%2026-06-302026-07-17

UMC UNITED MICROELECTRONICS CORP187.2K shares-9.58%2026-06-302026-07-17

ICSH ISHARES TR100.7K shares1.03%2026-06-302026-07-17

SCHV SCHWAB STRATEGIC TR146.1K shares-4.63%2026-06-302026-07-17

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APPLOVIN CORP APPLOVIN CORP9.8K shares5.45%2026-06-302026-07-17

VEEV VEEVA SYS INC28.3K shares8.61%2026-06-302026-07-17

RVTY REVVITY INC44.8K shares15.84%2026-06-302026-07-17

HII HUNTINGTON INGALLS INDS INC17.6K shares36.97%2026-06-302026-07-17

VFMV VANGUARD WELLINGTON FD34.9K shares-27.85%2026-06-302026-07-17

MUNI PIMCO ETF TR92.6K shares-6.00%2026-06-302026-07-17

GM GENERAL MTRS CO62.4K shares-6.27%2026-06-302026-07-17

IWR ISHARES TR42.9K shares-0.72%2026-06-302026-07-17

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CSX CSX CORP98.7K shares2.92%2026-06-302026-07-17

TT TRANE TECHNOLOGIES PLC9.5K shares24.22%2026-06-302026-07-17

IJJ ISHARES TR31.7K shares0.00%2026-06-302026-07-17

XLC SELECT SECTOR SPDR TR43.3K shares-6.36%2026-06-302026-07-17

BHP BHP BILLITON LIMITED55.2K shares4.20%2026-06-302026-07-17

NSC NORFOLK SOUTHN CORP14.5K shares-6.60%2026-06-302026-07-17

WELL WELLTOWER INC19.9K shares2.18%2026-06-302026-07-17

ARCH CAP GROUP LTD ARCH CAP GROUP LTD46.1K shares29.72%2026-06-302026-07-17

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DHR DANAHER CORP DEL23.5K shares4.00%2026-06-302026-07-17

ISRG INTUITIVE SURGICAL INC11.2K shares-1.17%2026-06-302026-07-17

VO VANGUARD INDEX FDS55.3K shares295.05%2026-06-302026-07-17

VHT VANGUARD WORLD FD14.9K shares-10.75%2026-06-302026-07-17

UBER UBER TECHNOLOGIES INC61.4K shares-8.74%2026-06-302026-07-17

VTIP VANGUARD MALVERN FDS88.2K shares-5.18%2026-06-302026-07-17

DT DYNATRACE INC100.6K shares25.17%2026-06-302026-07-17

TER TERADYNE INC9.1K shares1.26%2026-06-302026-07-17

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ZWS ZURN ELKAY WATER SOLNS CORP87.1K shares7.78%2026-06-302026-07-17

GBTC GRAYSCALE BITCOIN TRUST ETF96.2K shares-24.35%2026-06-302026-07-17

FDX FEDEX CORP13.9K shares-10.36%2026-06-302026-07-17

RY ROYAL BK CDA20.9K shares7.14%2026-06-302026-07-17

SMH VANECK ETF TRUST6.5K shares2.19%2026-06-302026-07-17

SLB SLB LIMITED91.2K shares9.05%2026-06-302026-07-17

WMB WILLIAMS COS INC56.6K shares-4.44%2026-06-302026-07-17

SPSM SPDR SERIES TRUST72.0K shares0.58%2026-06-302026-07-17

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CFG CITIZENS FINL GROUP INC58.4K shares18.09%2026-06-302026-07-17

SPYG SPDR SERIES TRUST34.1K shares-3.84%2026-06-302026-07-17

MINT PIMCO ETF TR40.1K shares-3.43%2026-06-302026-07-17

URTH ISHARES INC19.9K shares-3.60%2026-06-302026-07-17

VYMI VANGUARD WHITEHALL FDS40.3K shares-1.25%2026-06-302026-07-17

URI UNITED RENTALS INC3.5K shares10.05%2026-06-302026-07-17

SYK STRYKER CORPORATION12.5K shares-14.05%2026-06-302026-07-17

VFVA VANGUARD WELLINGTON FD26.4K shares0.04%2026-06-302026-07-17

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MPWR MONOLITHIC PWR SYS INC2.8K shares-1.50%2026-06-302026-07-17

NTRS NORTHERN TR CORP22.3K shares5.29%2026-06-302026-07-17

ORLY OREILLY AUTOMOTIVE INC41.9K shares-0.85%2026-06-302026-07-17

IEUR ISHARES TR51.3K shares-26.75%2026-06-302026-07-17

XEL XCEL ENERGY INC48.0K shares11.59%2026-06-302026-07-17

ASTRAZENECA PLC ASTRAZENECA PLC20.3K shares0.19%2026-06-302026-07-17

F FORD MTR CO275.7K shares-25.95%2026-06-302026-07-17

CTSH COGNIZANT TECHNOLOGY SOLUTIO98.9K shares68.98%2026-06-302026-07-17

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ED CONSOLIDATED EDISON INC34.6K shares-5.15%2026-06-302026-07-17

HLT HILTON WORLDWIDE HLDGS INC11.5K shares4.35%2026-06-302026-07-17

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR83.4K shares-4.87%2026-06-302026-07-17

SPTM SPDR SERIES TRUST41.5K shares2.11%2026-06-302026-07-17

TMUS T-MOBILE US INC22.5K shares21.12%2026-06-302026-07-17

SCHM SCHWAB STRATEGIC TR102.1K shares-11.28%2026-06-302026-07-17

PLD PROLOGIS INC.27.8K shares0.30%2026-06-302026-07-17

WTV WISDOMTREE TR36.9K shares-0.04%2026-06-302026-07-17

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SBUX STARBUCKS CORP36.7K shares-22.89%2026-06-302026-07-17

DTE DTE ENERGY CO24.4K shares5.73%2026-06-302026-07-17

SKM SK TELECOM CO LTD115.0K shares-2.05%2026-06-302026-07-17

DVN DEVON ENERGY CORP NEW89.2K shares31.34%2026-06-302026-07-17

TFC TRUIST FINL CORP73.8K shares5.60%2026-06-302026-07-17

CIEN CIENA CORP7.5K shares-3.29%2026-06-302026-07-17

AMERIPRISE FINL INC AMERIPRISE FINL INC8.0K shares-8.46%2026-06-302026-07-17

EBAY EBAY INC.32.7K shares1.08%2026-06-302026-07-17

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AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC30.7K shares13.73%2026-06-302026-07-17

IBHF ISHARES TR159.9K shares-52.70%2026-06-302026-07-17

S&P GLOBAL INC S&P GLOBAL INC8.9K shares9.62%2026-06-302026-07-17

SERVICENOW INC SERVICENOW INC36.3K shares-17.04%2026-06-302026-07-17

BLACKROCK ETF TRUST BLACKROCK ETF TRUST140.6K sharesnew addition2026-06-302026-07-17

NEM NEWMONT CORP38.5K shares-6.62%2026-06-302026-07-17

BANCO SANTANDER SA BANCO SANTANDER SA259.8K shares-4.99%2026-06-302026-07-17

HOOD ROBINHOOD MKTS INC35.7K shares-5.07%2026-06-302026-07-17

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HIG HARTFORD INSURANCE GROUP INC26.8K shares0.71%2026-06-302026-07-17

DFSI DIMENSIONAL ETF TRUST78.3K shares-7.60%2026-06-302026-07-17

STT STATE STR CORP20.6K shares6.28%2026-06-302026-07-17

CORTEVA INC CORTEVA INC41.3K shares18.37%2026-06-302026-07-17

HPE HEWLETT PACKARD ENTERPRISE C77.3K shares-2.01%2026-06-302026-07-17

ROP ROPER TECHNOLOGIES INC10.3K shares-8.98%2026-06-302026-07-17

ROST ROSS STORES INC16.4K shares12.04%2026-06-302026-07-17

GWW WW GRAINGER INC2.6K shares3.48%2026-06-302026-07-17

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JBL JABIL INC9.0K shares3.76%2026-06-302026-07-17

LQD ISHARES TR31.5K shares-13.83%2026-06-302026-07-17

ADOBE INC ADOBE INC16.8K shares-2.43%2026-06-302026-07-17

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MEDTRONIC PLC MEDTRONIC PLC43.8K shares-11.43%2026-06-302026-07-17

ITRI ITRON INC39.3K shares13.71%2026-06-302026-07-17

EOG EOG RES INC26.2K shares14.78%2026-06-302026-07-17

CASY CASEYS GEN STORES INC4.2K shares3.82%2026-06-302026-07-17

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XLV SELECT SECTOR SPDR TR21.2K shares-25.79%2026-06-302026-07-17

OEF ISHARES TR9.2K shares358.07%2026-06-302026-07-17

LION2 LIONSGATE STUDIOS CORP219.3K shares0.10%2026-06-302026-07-17

GII SPDR INDEX SHS FDS44.1K shares0.47%2026-06-302026-07-17

PHM PULTE GROUP INC24.3K shares55.80%2026-06-302026-07-17

CI THE CIGNA GROUP12.1K shares14.84%2026-06-302026-07-17

VMBS VANGUARD SCOTTSDALE FDS70.5K shares1.39%2026-06-302026-07-17

YUM YUM BRANDS INC20.6K shares-8.18%2026-06-302026-07-17

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VBK VANGUARD INDEX FDS9.0K shares-6.15%2026-06-302026-07-17

SDY SPDR SERIES TRUST21.7K shares-0.29%2026-06-302026-07-17

AXS AXIS CAP HLDGS LTD30.6K shares0.52%2026-06-302026-07-17

CUBE CUBESMART82.8K shares5.46%2026-06-302026-07-17

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GAP GAP INC172.3K shares26.17%2026-06-302026-07-17

UAL UNITED AIRLS HLDGS INC23.6K shares26.21%2026-06-302026-07-17

IWP ISHARES TR21.9K shares3.73%2026-06-302026-07-17

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VOOG VANGUARD ADMIRAL FDS INC38.6K shares565.68%2026-06-302026-07-17

CAH CARDINAL HEALTH INC13.4K shares-2.43%2026-06-302026-07-17

DOC HEALTHPEAK PROPERTIES INC147.8K shares2.68%2026-06-302026-07-17

IWN ISHARES TR14.3K shares-0.27%2026-06-302026-07-17

UNM UNUM GROUP35.4K shares-1.07%2026-06-302026-07-17

DEHP DIMENSIONAL ETF TRUST73.5K shares-0.15%2026-06-302026-07-17

IBN ICICI BANK LIMITED107.5K shares5.19%2026-06-302026-07-17

KEY KEYCORP135.3K shares24.37%2026-06-302026-07-17

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MSI MOTOROLA SOLUTIONS INC7.5K shares-12.17%2026-06-302026-07-17

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DOMINION ENERGY INC DOMINION ENERGY INC44.5K shares11.38%2026-06-302026-07-17

BUD ANHEUSER BUSCH INBEV SA NV36.9K shares8.13%2026-06-302026-07-17

ITW ILLINOIS TOOL WKS INC11.2K shares0.58%2026-06-302026-07-17

EA ELECTRONIC ARTS INC14.8K shares-6.28%2026-06-302026-07-17

Sponsored

ES EVERSOURCE ENERGY41.6K shares43.82%2026-06-302026-07-17

EVRG EVERGY INC34.8K shares3.49%2026-06-302026-07-17

EW EDWARDS LIFESCIENCES CORP33.2K shares-6.16%2026-06-302026-07-17

VSGX VANGUARD WORLD FD36.4K shares-16.69%2026-06-302026-07-17

INTU INTUIT11.5K shares-48.61%2026-06-302026-07-17

MKL MARKEL GROUP INC1.5K shares1.73%2026-06-302026-07-17

BIPC BROOKFIELD INFRASTRUCTURE CO77.3K shares-1.34%2026-06-302026-07-17

VICI VICI PPTYS INC111.9K shares-40.80%2026-06-302026-07-17

Sponsored

SCHE SCHWAB STRATEGIC TR81.6K shares-3.92%2026-06-302026-07-17

CEG CONSTELLATION ENERGY CORP11.9K shares-15.20%2026-06-302026-07-17

ADP AUTOMATIC DATA PROCESSING IN13.2K shares8.81%2026-06-302026-07-17

COR CENCORA INC10.4K shares-15.63%2026-06-302026-07-17

LBTYK LIBERTY GLOBAL LTD267.0K shares-10.34%2026-06-302026-07-17

SLV ISHARES SILVER TR54.8K shares5.31%2026-06-302026-07-17

BNDX VANGUARD CHARLOTTE FDS60.3K shares17.54%2026-06-302026-07-17

JQUA J P MORGAN EXCHANGE TRADED F40.2K shares-6.94%2026-06-302026-07-17

Sponsored

URBN URBAN OUTFITTERS INC40.5K shares0.26%2026-06-302026-07-17

KB KB FINL GROUP INC27.2K shares8.95%2026-06-302026-07-17

TD TORONTO DOMINION BK ONT23.5K shares1.64%2026-06-302026-07-17

VST VISTRA CORP17.9K shares-15.55%2026-06-302026-07-17

XLP SELECT SECTOR SPDR TR34.1K shares0.09%2026-06-302026-07-17

SHG SHINHAN FINANCIAL GROUP CO L44.6K shares17.26%2026-06-302026-07-17

JHG JANUS HENDERSON GROUP PLC54.1K shares2.47%2026-06-302026-07-17

NWBI NORTHWEST BANCSHARES INC183.8K shares5.20%2026-06-302026-07-17

Sponsored

WF WOORI FINL GROUP INC48.5K shares21.85%2026-06-302026-07-17

FITB FIFTH THIRD BANCORP49.3K shares4.80%2026-06-302026-07-17

BBVA BANCO BILBAO VIZCAYA ARGENTA110.8K shares-11.47%2026-06-302026-07-17

STLD STEEL DYNAMICS INC12.1K shares-1.19%2026-06-302026-07-17

VANGUARD INDEX FDS

1.15%

Shares3.8M

Event2026-06-30

Filed2026-07-17

SFGV

EA SERIES TRUST

-1.13%

Shares31.5M

Event2026-06-30

Filed2026-07-17

IXUS

ISHARES TR

4.10%

Shares6.3M

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

1.96%

Shares2.0M

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION

5.84%

Shares2.8M

Event2026-06-30

Filed2026-07-17

VONG

VANGUARD SCOTTSDALE FDS

-1.58%

Shares3.4M

Event2026-06-30

Filed2026-07-17

DFAU

DIMENSIONAL ETF TRUST

3.09%

Shares7.6M

Event2026-06-30

Filed2026-07-17

DSTL

ETF SER SOLUTIONS

0.32%

Shares5.9M

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP

8.82%

Shares906.2K

Event2026-06-30

Filed2026-07-17

PYLD

PIMCO ETF TR

12.79%

Shares12.4M

Event2026-06-30

Filed2026-07-17

JPIE

J P MORGAN EXCHANGE TRADED F

11.71%

Shares7.1M

Event2026-06-30

Filed2026-07-17

BINC

BLACKROCK ETF TRUST II

12.68%

Shares6.1M

Event2026-06-30

Filed2026-07-17

VCSH

VANGUARD SCOTTSDALE FDS

-0.10%

Shares3.7M

Event2026-06-30

Filed2026-07-17

BSV

VANGUARD BD INDEX FDS

7.48%

Shares3.6M

Event2026-06-30

Filed2026-07-17

GOOG

ALPHABET INC

1.07%

Shares761.3K

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC

-2.27%

Shares1.1M

Event2026-06-30

Filed2026-07-17

BROADCOM INC

4.02%

Shares665.9K

Event2026-06-30

Filed2026-07-17

MUB

ISHARES TR

7.67%

Shares2.1M

Event2026-06-30

Filed2026-07-17

TDVG

T ROWE PRICE EXCHANGE-TRADED

3.81%

Shares4.4M

Event2026-06-30

Filed2026-07-17

DFEM

DIMENSIONAL ETF TRUST

-0.87%

Shares5.3M

Event2026-06-30

Filed2026-07-17

CAT

CATERPILLAR INC

5.32%

Shares188.3K

Event2026-06-30

Filed2026-07-17

SPGM

SPDR INDEX SHS FDS

10.44%

Shares2.2M

Event2026-06-30

Filed2026-07-17

VUG

VANGUARD INDEX FDS

533.09%

Shares2.2M

Event2026-06-30

Filed2026-07-17

LLY

ELI LILLY & CO

7.84%

Shares154.5K

Event2026-06-30

Filed2026-07-17

ACWI

ISHARES TR

-4.28%

Shares1.1M

Event2026-06-30

Filed2026-07-17

DIHP

DIMENSIONAL ETF TRUST

-0.41%

Shares5.3M

Event2026-06-30

Filed2026-07-17

VTV

VANGUARD INDEX FDS

4.37%

Shares815.4K

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC

-0.23%

Shares472.5K

Event2026-06-30

Filed2026-07-17

GLD

SPDR GOLD TR

-2.76%

Shares456.2K

Event2026-06-30

Filed2026-07-17

GOLDMAN SACHS GROUP INC

4.40%

Shares153.5K

Event2026-06-30

Filed2026-07-17

META PLATFORMS INC

4.23%

Shares275.0K

Event2026-06-30

Filed2026-07-17

AVUV

AMERICAN CENTY ETF TR

-2.15%

Shares1.1M

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO

4.32%

Shares390.9K

Event2026-06-30

Filed2026-07-17

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.09%

Shares247.2K

Event2026-06-30

Filed2026-07-17

STATE STR SPDR S&P 500 ETF T

1.23%

Shares160.4K

Event2026-06-30

Filed2026-07-17

DFAI

DIMENSIONAL ETF TRUST

4.14%

Shares2.8M

Event2026-06-30

Filed2026-07-17

RTX CORPORATION

-3.60%

Shares601.9K

Event2026-06-30

Filed2026-07-17

COWZ

PACER FDS TR

-2.37%

Shares1.8M

Event2026-06-30

Filed2026-07-17

IJR

ISHARES TR

4.00%

Shares733.7K

Event2026-06-30

Filed2026-07-17

VTEB

VANGUARD MUN BD FDS

12.28%

Shares2.1M

Event2026-06-30

Filed2026-07-17

DFUS

DIMENSIONAL ETF TRUST

-2.15%

Shares1.3M

Event2026-06-30

Filed2026-07-17

EXXON MOBIL CORP

4.35%

Shares731.4K

Event2026-06-30

Filed2026-07-17

QUANTA SVCS INC

5.46%

Shares135.9K

Event2026-06-30

Filed2026-07-17

DFAT

DIMENSIONAL ETF TRUST

1.32%

Shares1.4M

Event2026-06-30

Filed2026-07-17

WMT

WALMART INC

4.24%

Shares847.5K

Event2026-06-30

Filed2026-07-17

VISA INC

4.39%

Shares277.5K

Event2026-06-30

Filed2026-07-17

COSTCO WHOLESALE CORPORATION

-2.51%

Shares94.8K

Event2026-06-30

Filed2026-07-17

VIG

VANGUARD SPECIALIZED FUNDS

2.75%

Shares371.4K

Event2026-06-30

Filed2026-07-17

MGV

VANGUARD WORLD FD

-2.75%

Shares531.7K

Event2026-06-30

Filed2026-07-17

HOME DEPOT INC

4.86%

Shares229.7K

Event2026-06-30

Filed2026-07-17

QQQ

INVESCO QQQ TR

0.47%

Shares106.5K

Event2026-06-30

Filed2026-07-17

IUSV

ISHARES TR

-0.09%

Shares695.0K

Event2026-06-30

Filed2026-07-17

ETN

EATON CORP PLC

6.59%

Shares175.1K

Event2026-06-30

Filed2026-07-17

SGOV

ISHARES TR

42.25%

Shares738.9K

Event2026-06-30

Filed2026-07-17

ISHARES TR

0.34%

Shares96.6K

Event2026-06-30

Filed2026-07-17

VEA

VANGUARD TAX-MANAGED FDS

0.36%

Shares959.9K

Event2026-06-30

Filed2026-07-17

MICRON TECHNOLOGY INC

13.31%

Shares58.2K

Event2026-06-30

Filed2026-07-17

DFIV

DIMENSIONAL ETF TRUST

-2.19%

Shares1.2M

Event2026-06-30

Filed2026-07-17

AVDV

AMERICAN CENTY ETF TR

-3.77%

Shares622.8K

Event2026-06-30

Filed2026-07-17

AMGN

AMGEN INC

4.54%

Shares173.0K

Event2026-06-30

Filed2026-07-17

IBM

INTERNATIONAL BUSINESS MACHS

6.85%

Shares221.1K

Event2026-06-30

Filed2026-07-17

TSLA

TESLA INC

27.30%

Shares145.0K

Event2026-06-30

Filed2026-07-17

BAC

BANK OF AMER CORP

7.93%

Shares1.1M

Event2026-06-30

Filed2026-07-17

ICOW

PACER FDS TR

-5.16%

Shares1.4M

Event2026-06-30

Filed2026-07-17

PARKER-HANNIFIN CORP

10.03%

Shares60.1K

Event2026-06-30

Filed2026-07-17

MORGAN STANLEY

3.17%

Shares280.0K

Event2026-06-30

Filed2026-07-17

WASTE MGMT INC DEL

7.81%

Shares233.5K

Event2026-06-30

Filed2026-07-17

JNJ

JOHNSON & JOHNSON

4.53%

Shares203.3K

Event2026-06-30

Filed2026-07-17

BROOKFIELD CORP

-2.22%

Shares1.2M

Event2026-06-30

Filed2026-07-17

PROCTER & GAMBLE CO

0.97%

Shares339.3K

Event2026-06-30

Filed2026-07-17

AVRE

AMERICAN CENTY ETF TR

4.45%

Shares1.0M

Event2026-06-30

Filed2026-07-17

IJH

ISHARES TR

4.29%

Shares630.6K

Event2026-06-30

Filed2026-07-17

BLK

BLACKROCK INC

5.06%

Shares49.8K

Event2026-06-30

Filed2026-07-17

SPDR SERIES TRUST

3.35%

Shares526.1K

Event2026-06-30

Filed2026-07-17

VOO

VANGUARD INDEX FDS

4.30%

Shares66.6K

Event2026-06-30

Filed2026-07-17

ROK

ROCKWELL AUTOMATION INC

559.81%

Shares92.0K

Event2026-06-30

Filed2026-07-17

DUPONT DE NEMOURS INC

New

Shares332.3K

Event2026-06-30

Filed2026-07-17

DFNM

DIMENSIONAL ETF TRUST

1.83%

Shares896.2K

Event2026-06-30

Filed2026-07-17

SPHQ

INVESCO EXCHANGE TRADED FD T

-14.67%

Shares468.4K

Event2026-06-30

Filed2026-07-17

AMD

ADVANCED MICRO DEVICES INC

5.54%

Shares71.1K

Event2026-06-30

Filed2026-07-17

SCHX

SCHWAB STRATEGIC TR

-2.05%

Shares1.4M

Event2026-06-30

Filed2026-07-17

APPLIED MATLS INC

7.46%

Shares54.9K

Event2026-06-30

Filed2026-07-17

CITIGROUP INC

2.50%

Shares279.2K

Event2026-06-30

Filed2026-07-17

MCD

MCDONALDS CORP

0.31%

Shares144.1K

Event2026-06-30

Filed2026-07-17

VONV

VANGUARD SCOTTSDALE FDS

-3.40%

Shares361.5K

Event2026-06-30

Filed2026-07-17

MRK

MERCK & CO INC

-1.66%

Shares292.1K

Event2026-06-30

Filed2026-07-17

PANW

PALO ALTO NETWORKS INC

-42.63%

Shares108.2K

Event2026-06-30

Filed2026-07-17

TJX

TJX COS INC NEW

6.57%

Shares241.4K

Event2026-06-30

Filed2026-07-17

LNG

CHENIERE ENERGY INC

4.41%

Shares150.8K

Event2026-06-30

Filed2026-07-17

LABCORP HOLDINGS INC

5.47%

Shares127.2K

Event2026-06-30

Filed2026-07-17

MTUM

ISHARES TR

6.74%

Shares103.9K

Event2026-06-30

Filed2026-07-17

ABT

ABBOTT LABORATORIES

7.12%

Shares388.9K

Event2026-06-30

Filed2026-07-17

DFAS

DIMENSIONAL ETF TRUST

-2.22%

Shares420.3K

Event2026-06-30

Filed2026-07-17

DUHP

DIMENSIONAL ETF TRUST

0.51%

Shares824.6K

Event2026-06-30

Filed2026-07-17

AJG

GALLAGHER ARTHUR J & CO

7.13%

Shares149.8K

Event2026-06-30

Filed2026-07-17

GEV

GE VERNOVA INC

-0.70%

Shares29.0K

Event2026-06-30

Filed2026-07-17

XYL

XYLEM INC

-22.30%

Shares283.8K

Event2026-06-30

Filed2026-07-17

SCHG

SCHWAB STRATEGIC TR

-1.65%

Shares991.2K

Event2026-06-30

Filed2026-07-17

GE AEROSPACE

1.77%

Shares88.3K

Event2026-06-30

Filed2026-07-17

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.85%

Shares65.6K

Event2026-06-30

Filed2026-07-17

IWB

ISHARES TR

-0.57%

Shares74.3K

Event2026-06-30

Filed2026-07-17

RSP

INVESCO EXCHANGE TRADED FD T

-5.23%

Shares142.2K

Event2026-06-30

Filed2026-07-17

SCHW

SCHWAB CHARLES CORP

-4.47%

Shares327.7K

Event2026-06-30

Filed2026-07-17

CRM

SALESFORCE INC

-46.68%

Shares191.1K

Event2026-06-30

Filed2026-07-17

PGR

PROGRESSIVE CORP

-1.41%

Shares135.5K

Event2026-06-30

Filed2026-07-17

GLTR

ABRDN PRECIOUS METALS BASKET

-1.24%

Shares161.5K

Event2026-06-30

Filed2026-07-17

ACWX

ISHARES TR

10.65%

Shares383.3K

Event2026-06-30

Filed2026-07-17

LRCX

LAM RESEARCH CORP

-4.61%

Shares67.3K

Event2026-06-30

Filed2026-07-17

FLEX

FLEX LTD

0.71%

Shares178.8K

Event2026-06-30

Filed2026-07-17

BLACKSTONE INC

5.13%

Shares245.4K

Event2026-06-30

Filed2026-07-17

CVX

CHEVRON CORPORATION

8.12%

Shares173.8K

Event2026-06-30

Filed2026-07-17

DIVO

AMPLIFY ETF TR

-11.59%

Shares628.2K

Event2026-06-30

Filed2026-07-17

PALANTIR TECHNOLOGIES INC

2.70%

Shares243.3K

Event2026-06-30

Filed2026-07-17

QCOM

QUALCOMM INC

9.61%

Shares153.5K

Event2026-06-30

Filed2026-07-17

DFSV

DIMENSIONAL ETF TRUST

-2.41%

Shares714.8K

Event2026-06-30

Filed2026-07-17

JGRO

J P MORGAN EXCHANGE TRADED F

-9.69%

Shares278.1K

Event2026-06-30

Filed2026-07-17

BDYN

BLACKROCK ETF TRUST

0.69%

Shares929.7K

Event2026-06-30

Filed2026-07-17

HONEYWELL INTL INC

New

Shares114.8K

Event2026-06-30

Filed2026-07-17

CISCO SYS INC

8.88%

Shares217.9K

Event2026-06-30

Filed2026-07-17

ITOT

ISHARES TR

105.01%

Shares152.6K

Event2026-06-30

Filed2026-07-17

WFC

WELLS FARGO & CO

0.95%

Shares301.8K

Event2026-06-30

Filed2026-07-17

IVW

ISHARES TR

-0.49%

Shares181.1K

Event2026-06-30

Filed2026-07-17

INTC

INTEL CORP

19.06%

Shares175.8K

Event2026-06-30

Filed2026-07-17

FNDF

SCHWAB STRATEGIC TR

-3.77%

Shares464.7K

Event2026-06-30

Filed2026-07-17

HONEYWELL AEROSPACE INC

New

Shares109.3K

Event2026-06-30

Filed2026-07-17

ABBVIE INC

4.89%

Shares94.9K

Event2026-06-30

Filed2026-07-17

UNITEDHEALTH GROUP INC

5.07%

Shares56.8K

Event2026-06-30

Filed2026-07-17

SHW

SHERWIN WILLIAMS CO

-50.64%

Shares68.6K

Event2026-06-30

Filed2026-07-17

DFUV

DIMENSIONAL ETF TRUST

-3.43%

Shares420.7K

Event2026-06-30

Filed2026-07-17

COCA COLA CO

3.40%

Shares283.6K

Event2026-06-30

Filed2026-07-17

QUAL

ISHARES TR

-3.82%

Shares101.3K

Event2026-06-30

Filed2026-07-17

DFAX

DIMENSIONAL ETF TRUST

-0.85%

Shares598.4K

Event2026-06-30

Filed2026-07-17

DELL

DELL TECHNOLOGIES INC

4.54%

Shares50.1K

Event2026-06-30

Filed2026-07-17

GDIV

HARBOR ETF TRUST

1.11%

Shares1.2M

Event2026-06-30

Filed2026-07-17

DISV

DIMENSIONAL ETF TRUST

4.60%

Shares533.7K

Event2026-06-30

Filed2026-07-17

AXP

AMERICAN EXPRESS CO

0.43%

Shares60.7K

Event2026-06-30

Filed2026-07-17

XLK

SELECT SECTOR SPDR TR

-7.76%

Shares107.5K

Event2026-06-30

Filed2026-07-17

DFAR

DIMENSIONAL ETF TRUST

7.18%

Shares757.6K

Event2026-06-30

Filed2026-07-17

GENERAL DYNAMICS CORP

9.39%

Shares55.2K

Event2026-06-30

Filed2026-07-17

LHX

L3HARRIS TECHNOLOGIES INC

10.66%

Shares66.6K

Event2026-06-30

Filed2026-07-17

DFAC

DIMENSIONAL ETF TRUST

-4.49%

Shares420.9K

Event2026-06-30

Filed2026-07-17

PHILIP MORRIS INTL INC

-1.64%

Shares103.0K

Event2026-06-30

Filed2026-07-17

OKE

ONEOK INC NEW

0.37%

Shares213.3K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

-1.07%

Shares53.4K

Event2026-06-30

Filed2026-07-17

DFAE

DIMENSIONAL ETF TRUST

-5.59%

Shares451.8K

Event2026-06-30

Filed2026-07-17

AEP

AMERICAN ELEC PWR CO INC

4.04%

Shares132.5K

Event2026-06-30

Filed2026-07-17

IDVO

AMPLIFY ETF TR

-14.71%

Shares422.5K

Event2026-06-30

Filed2026-07-17

BIP

BROOKFIELD INFRASTRUCTURE PA

-5.00%

Shares472.8K

Event2026-06-30

Filed2026-07-17

BRK.A

BERKSHIRE HATHAWAY INC DEL

-4.17%

Shares23

Event2026-06-30

Filed2026-07-17

TXN

TEXAS INSTRS INC

4.82%

Shares57.8K

Event2026-06-30

Filed2026-07-17

VBR

VANGUARD INDEX FDS

-2.28%

Shares70.4K

Event2026-06-30

Filed2026-07-17

MASTERCARD INCORPORATED

-1.89%

Shares32.6K

Event2026-06-30

Filed2026-07-17

FDN

FIRST TR EXCHANGE-TRADED FD

-3.45%

Shares62.7K

Event2026-06-30

Filed2026-07-17

KLAC

KLA CORP

942.32%

Shares54.3K

Event2026-06-30

Filed2026-07-17

HUBB

HUBBELL INC

-0.44%

Shares31.2K

Event2026-06-30

Filed2026-07-17

VWO

VANGUARD INTL EQUITY INDEX F

2.10%

Shares271.4K

Event2026-06-30

Filed2026-07-17

DFCF

DIMENSIONAL ETF TRUST

-11.30%

Shares380.8K

Event2026-06-30

Filed2026-07-17

ORACLE CORP

-5.34%

Shares109.5K

Event2026-06-30

Filed2026-07-17

BIL

SPDR SERIES TRUST

304.38%

Shares174.4K

Event2026-06-30

Filed2026-07-17

SCI

SERVICE CORP INTL

-0.18%

Shares209.9K

Event2026-06-30

Filed2026-07-17

WSM

WILLIAMS SONOMA INC

1.95%

Shares67.9K

Event2026-06-30

Filed2026-07-17

PEP

PEPSICO INC

-3.65%

Shares116.0K

Event2026-06-30

Filed2026-07-17

ISHARES TR

-10.17%

Shares162.2K

Event2026-06-30

Filed2026-07-17

KEYS

KEYSIGHT TECHNOLOGIES INC

12.51%

Shares44.7K

Event2026-06-30

Filed2026-07-17

GLW

CORNING INC

0.74%

Shares61.1K

Event2026-06-30

Filed2026-07-17

EFV

ISHARES TR

1.63%

Shares203.7K

Event2026-06-30

Filed2026-07-17

VGSH

VANGUARD SCOTTSDALE FDS

-10.84%

Shares266.1K

Event2026-06-30

Filed2026-07-17

IWF

ISHARES TR

323.79%

Shares123.4K

Event2026-06-30

Filed2026-07-17

VXUS

VANGUARD STAR FDS

-4.57%

Shares177.9K

Event2026-06-30

Filed2026-07-17

INTF

ISHARES TR

-27.73%

Shares371.0K

Event2026-06-30

Filed2026-07-17

NETFLIX INC.

-5.37%

Shares212.6K

Event2026-06-30

Filed2026-07-17

ISHARES TR

-0.15%

Shares152.3K

Event2026-06-30

Filed2026-07-17

USMV

ISHARES TR

-0.54%

Shares150.3K

Event2026-06-30

Filed2026-07-17

CWI

SPDR INDEX SHS FDS

-2.89%

Shares355.3K

Event2026-06-30

Filed2026-07-17

SCZ

ISHARES TR

0.03%

Shares175.5K

Event2026-06-30

Filed2026-07-17

VERIZON COMMUNICATIONS INC

0.44%

Shares338.5K

Event2026-06-30

Filed2026-07-17

IWM

ISHARES TR

0.24%

Shares47.5K

Event2026-06-30

Filed2026-07-17

BOEING CO

7.52%

Shares64.4K

Event2026-06-30

Filed2026-07-17

MOAT

VANECK ETF TRUST

1.93%

Shares133.9K

Event2026-06-30

Filed2026-07-17

AXL

DAUCH CORP

12.35%

Shares2.5M

Event2026-06-30

Filed2026-07-17

VCIT

VANGUARD SCOTTSDALE FDS

-11.17%

Shares162.0K

Event2026-06-30

Filed2026-07-17

VANGUARD INTL EQUITY INDEX F

1.96%

Shares84.4K

Event2026-06-30

Filed2026-07-17

UNP

UNION PAC CORP

-1.24%

Shares48.7K

Event2026-06-30

Filed2026-07-17

XLI

SELECT SECTOR SPDR TR

-4.91%

Shares71.3K

Event2026-06-30

Filed2026-07-17

CMCSA

COMCAST CORP NEW

-10.16%

Shares537.1K

Event2026-06-30

Filed2026-07-17

JMST

J P MORGAN EXCHANGE TRADED F

-5.23%

Shares257.9K

Event2026-06-30

Filed2026-07-17

NVT

NVENT ELEC PLC

16.84%

Shares76.5K

Event2026-06-30

Filed2026-07-17

NEXTERA ENERGY INC

1.53%

Shares147.1K

Event2026-06-30

Filed2026-07-17

BDVL

BLACKROCK ETF TRUST

-2.97%

Shares496.8K

Event2026-06-30

Filed2026-07-17

3M CO

-1.78%

Shares78.8K

Event2026-06-30

Filed2026-07-17

BAM

BROOKFIELD ASSET MANAGMT LTD

-3.41%

Shares281.7K

Event2026-06-30

Filed2026-07-17

SUB

ISHARES TR

-3.98%

Shares118.6K

Event2026-06-30

Filed2026-07-17

SCHB

SCHWAB STRATEGIC TR

-2.74%

Shares427.1K

Event2026-06-30

Filed2026-07-17

VOE

VANGUARD INDEX FDS

-0.53%

Shares61.0K

Event2026-06-30

Filed2026-07-17

BWXT

BWX TECHNOLOGIES INC

18.27%

Shares61.0K

Event2026-06-30

Filed2026-07-17

DEERE & CO

14.06%

Shares18.4K

Event2026-06-30

Filed2026-07-17

LMT

LOCKHEED MARTIN CORP

6.93%

Shares22.6K

Event2026-06-30

Filed2026-07-17

MPLX

MPLX LP

1.84%

Shares203.9K

Event2026-06-30

Filed2026-07-17

SCHD

SCHWAB STRATEGIC TR

-6.92%

Shares357.7K

Event2026-06-30

Filed2026-07-17

HBAN

HUNTINGTON BANCSHARES INC

12.89%

Shares638.8K

Event2026-06-30

Filed2026-07-17

XSMO

INVESCO EXCHANGE TRADED FD T

-6.54%

Shares120.3K

Event2026-06-30

Filed2026-07-17

ASML

ASML HLDG NV

1.17%

Shares5.6K

Event2026-06-30

Filed2026-07-17

WDC

WESTERN DIGITAL CORP

3.47%

Shares17.3K

Event2026-06-30

Filed2026-07-17

TRAVELERS COMPANIES INC

12.77%

Shares33.4K

Event2026-06-30

Filed2026-07-17

SNDK

SANDISK CORP

-11.80%

Shares4.8K

Event2026-06-30

Filed2026-07-17

LIN

LINDE PLC

19.89%

Shares21.1K

Event2026-06-30

Filed2026-07-17

WWD

WOODWARD INC

25.07%

Shares25.7K

Event2026-06-30

Filed2026-07-17

IQLT

ISHARES TR

-3.50%

Shares220.3K

Event2026-06-30

Filed2026-07-17

XLF

SELECT SECTOR SPDR TR

-11.93%

Shares203.2K

Event2026-06-30

Filed2026-07-17

CCJ

CAMECO CORP

14.34%

Shares106.8K

Event2026-06-30

Filed2026-07-17

SEAGATE TECHNOLOGY HLDNGS PL

-4.71%

Shares11.1K

Event2026-06-30

Filed2026-07-17

SOUTHERN CO

3.97%

Shares112.3K

Event2026-06-30

Filed2026-07-17

BSCS

INVESCO EXCH TRD SLF IDX FD

-43.59%

Shares525.0K

Event2026-06-30

Filed2026-07-17

IMTM

ISHARES TR

-0.56%

Shares200.0K

Event2026-06-30

Filed2026-07-17

DIS

DISNEY WALT CO

-6.24%

Shares110.6K

Event2026-06-30

Filed2026-07-17

SCHF

SCHWAB STRATEGIC TR

-0.95%

Shares382.0K

Event2026-06-30

Filed2026-07-17

KMI

KINDER MORGAN INC DEL

4.14%

Shares330.5K

Event2026-06-30

Filed2026-07-17

BSCW

INVESCO EXCH TRD SLF IDX FD

-43.40%

Shares512.9K

Event2026-06-30

Filed2026-07-17

LOW

LOWES COS INC

1.98%

Shares47.5K

Event2026-06-30

Filed2026-07-17

AT&T INC

-1.86%

Shares502.1K

Event2026-06-30

Filed2026-07-17

BMY

BRISTOL-MYERS SQUIBB CO

6.87%

Shares179.9K

Event2026-06-30

Filed2026-07-17

MTZ

MASTEC INC

22.35%

Shares24.5K

Event2026-06-30

Filed2026-07-17

LUMN

LUMEN TECHNOLOGIES INC

-0.92%

Shares1.3M

Event2026-06-30

Filed2026-07-17

SNOWFLAKE INC

14.21%

Shares39.6K

Event2026-06-30

Filed2026-07-17

SCHA

SCHWAB STRATEGIC TR

-7.00%

Shares276.9K

Event2026-06-30

Filed2026-07-17

VNQ

VANGUARD INDEX FDS

-8.00%

Shares103.6K

Event2026-06-30

Filed2026-07-17

WPC

WP CAREY INC

-9.34%

Shares139.1K

Event2026-06-30

Filed2026-07-17

CURTISS WRIGHT CORP

13.75%

Shares13.1K

Event2026-06-30

Filed2026-07-17

ALTRIA GROUP INC

5.79%

Shares137.8K

Event2026-06-30

Filed2026-07-17

VEU

VANGUARD INTL EQUITY INDEX F

-4.12%

Shares117.6K

Event2026-06-30

Filed2026-07-17

USB

US BANCORP

-0.92%

Shares162.9K

Event2026-06-30

Filed2026-07-17

IEMG

ISHARES INC

3.84%

Shares117.9K

Event2026-06-30

Filed2026-07-17

TPL

TEXAS PACIFIC LAND CORPORATI

-0.36%

Shares22.0K

Event2026-06-30

Filed2026-07-17

DGRW

WISDOMTREE TR

-9.98%

Shares97.8K

Event2026-06-30

Filed2026-07-17

FFIV

F5 INC

14.56%

Shares22.1K

Event2026-06-30

Filed2026-07-17

BANK OF NY MELLON CORP

-2.50%

Shares63.5K

Event2026-06-30

Filed2026-07-17

JEF

JEFFERIES FINANCIAL GROUP IN

5.94%

Shares182.9K

Event2026-06-30

Filed2026-07-17

FTAI

FTAI AVIATION LTD

42.06%

Shares33.7K

Event2026-06-30

Filed2026-07-17

MAS

MASCO CORP

14.05%

Shares112.0K

Event2026-06-30

Filed2026-07-17

NXP SEMICONDUCTORS N V

-12.33%

Shares32.4K

Event2026-06-30

Filed2026-07-17

CHUBB LIMITED

-2.50%

Shares26.6K

Event2026-06-30

Filed2026-07-17

TDG

TRANSDIGM GROUP INC

3.12%

Shares6.8K

Event2026-06-30

Filed2026-07-17

APOLLO GLOBAL MGMT INC

2.66%

Shares75.6K

Event2026-06-30

Filed2026-07-17

DVY

ISHARES TR

1.68%

Shares56.8K

Event2026-06-30

Filed2026-07-17

ITT

ITT INC

17.15%

Shares44.4K

Event2026-06-30

Filed2026-07-17

APH

AMPHENOL CORP

5.22%

Shares48.7K

Event2026-06-30

Filed2026-07-17

CHRW

C H ROBINSON WORLDWIDE IN

111.92%

Shares45.4K

Event2026-06-30

Filed2026-07-17

EFA

ISHARES TR

-1.50%

Shares82.2K

Event2026-06-30

Filed2026-07-17

ADI

ANALOG DEVICES INC

5.10%

Shares21.4K

Event2026-06-30

Filed2026-07-17

MRVL

MARVELL TECHNOLOGY INC

5.23%

Shares28.5K

Event2026-06-30

Filed2026-07-17

VRTX

VERTEX PHARMACEUTICALS INC

12.29%

Shares16.7K

Event2026-06-30

Filed2026-07-17

ONTO

ONTO INNOVATION INC

14.09%

Shares21.9K

Event2026-06-30

Filed2026-07-17

ACWV

ISHARES INC

-13.44%

Shares68.2K

Event2026-06-30

Filed2026-07-17

ANET

ARISTA NETWORKS INC

-0.96%

Shares48.1K

Event2026-06-30

Filed2026-07-17

AVDE

AMERICAN CENTY ETF TR

0.00%

Shares91.3K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

-3.43%

Shares26.6K

Event2026-06-30

Filed2026-07-17

WCC

WESCO INTL INC

28.84%

Shares23.3K

Event2026-06-30

Filed2026-07-17

CROWDSTRIKE HLDGS INC

-4.32%

Shares10.5K

Event2026-06-30

Filed2026-07-17

PFE

PFIZER INC

-6.20%

Shares332.2K

Event2026-06-30

Filed2026-07-17

VGT

VANGUARD WORLD FD

508.03%

Shares66.7K

Event2026-06-30

Filed2026-07-17

STUB

STUBHUB HLDGS INC

New

Shares618.0K

Event2026-06-30

Filed2026-07-17

BND

VANGUARD BD INDEX FDS

-4.03%

Shares108.2K

Event2026-06-30

Filed2026-07-17

VYM

VANGUARD WHITEHALL FDS

-2.94%

Shares50.0K

Event2026-06-30

Filed2026-07-17

CMPR

CIMPRESS PLC

-0.07%

Shares76.5K

Event2026-06-30

Filed2026-07-17

TRADEWEB MKTS INC

14.00%

Shares77.2K

Event2026-06-30

Filed2026-07-17

SPLV

INVESCO EXCH TRADED FD TR II

-0.26%

Shares101.3K

Event2026-06-30

Filed2026-07-17

XLE

SELECT SECTOR SPDR TR

3.44%

Shares141.3K

Event2026-06-30

Filed2026-07-17

VRT

VERTIV HOLDINGS CO

4.28%

Shares22.3K

Event2026-06-30

Filed2026-07-17

TMO

THERMO FISHER SCIENTIFIC INC

-6.33%

Shares14.8K

Event2026-06-30

Filed2026-07-17

KMB

KIMBERLY-CLARK CORP

7.57%

Shares67.5K

Event2026-06-30

Filed2026-07-17

GILD

GILEAD SCIENCES INC

16.91%

Shares58.7K

Event2026-06-30

Filed2026-07-17

EVR

EVERCORE INC

32.29%

Shares21.7K

Event2026-06-30

Filed2026-07-17

WAT

WATERS CORP

2.13%

Shares19.6K

Event2026-06-30

Filed2026-07-17

JMUB

J P MORGAN EXCHANGE TRADED F

-30.98%

Shares144.0K

Event2026-06-30

Filed2026-07-17

MCK

MCKESSON CORP

-1.85%

Shares9.5K

Event2026-06-30

Filed2026-07-17

ACCENTURE PLC IRELAND

-64.80%

Shares57.7K

Event2026-06-30

Filed2026-07-17

DGX

QUEST DIAGNOSTICS INC

25.04%

Shares33.8K

Event2026-06-30

Filed2026-07-17

DUK

DUKE ENERGY CORP NEW

3.07%

Shares56.4K

Event2026-06-30

Filed2026-07-17

MNST

MONSTER BEVERAGE CORP NEW

-4.57%

Shares73.9K

Event2026-06-30

Filed2026-07-17

RDNT

RADNET INC

1.88%

Shares115.1K

Event2026-06-30

Filed2026-07-17

MLM

MARTIN MARIETTA MATLS INC

19.04%

Shares12.3K

Event2026-06-30

Filed2026-07-17

VLO

VALERO ENERGY CORP

9.24%

Shares27.2K

Event2026-06-30

Filed2026-07-17

KTOS

KRATOS DEFENSE & SEC SOLUTIO

29.77%

Shares140.9K

Event2026-06-30

Filed2026-07-17

DFSU

DIMENSIONAL ETF TRUST

-0.79%

Shares150.2K

Event2026-06-30

Filed2026-07-17

BEP

BROOKFIELD RENEWABLE ENERGY

-0.01%

Shares198.5K

Event2026-06-30

Filed2026-07-17

FMB

FIRST TR EXCH TRADED FD III

-4.91%

Shares134.2K

Event2026-06-30

Filed2026-07-17

ZION

ZIONS BANCORPORATION NATL AS

11.01%

Shares99.3K

Event2026-06-30

Filed2026-07-17

BYD

BOYD GAMING CORP

11.00%

Shares77.6K

Event2026-06-30

Filed2026-07-17

IWV

ISHARES TR

-0.33%

Shares15.9K

Event2026-06-30

Filed2026-07-17

NDAQ

NASDAQ INC

16.93%

Shares85.6K

Event2026-06-30

Filed2026-07-17

DFIS

DIMENSIONAL ETF TRUST

-9.66%

Shares192.5K

Event2026-06-30

Filed2026-07-17

NLY

ANNALY CAPITAL MANAGEMENT IN

44.50%

Shares301.4K

Event2026-06-30

Filed2026-07-17

ROYAL CARIBBEAN GROUP

-29.49%

Shares21.1K

Event2026-06-30

Filed2026-07-17

VSS

VANGUARD INTL EQUITY INDEX F

-2.40%

Shares43.1K

Event2026-06-30

Filed2026-07-17

PSX

PHILLIPS 66

5.55%

Shares39.2K

Event2026-06-30

Filed2026-07-17

SNPS

SYNOPSYS INC

19.03%

Shares14.9K

Event2026-06-30

Filed2026-07-17

ALL

ALLSTATE CORP

56.76%

Shares27.9K

Event2026-06-30

Filed2026-07-17

ATI INC

485.79%

Shares33.6K

Event2026-06-30

Filed2026-07-17

COP

CONOCOPHILLIPS

0.57%

Shares63.1K

Event2026-06-30

Filed2026-07-17

FIX

COMFORT SYS USA INC

13.86%

Shares3.3K

Event2026-06-30

Filed2026-07-17

IWD

ISHARES TR

1.48%

Shares26.9K

Event2026-06-30

Filed2026-07-17

AVEM

AMERICAN CENTY ETF TR

-2.08%

Shares67.1K

Event2026-06-30

Filed2026-07-17

TEVA

TEVA PHARMACEUTICAL INDS LTD

12.52%

Shares190.9K

Event2026-06-30

Filed2026-07-17

AGILENT TECHNOLOGIES INC

14.30%

Shares48.3K

Event2026-06-30

Filed2026-07-17

DLR

DIGITAL RLTY TR INC

5.35%

Shares35.6K

Event2026-06-30

Filed2026-07-17

STE

STERIS PLC

8.31%

Shares30.3K

Event2026-06-30

Filed2026-07-17

GMED

GLOBUS MED INC

0.50%

Shares80.8K

Event2026-06-30

Filed2026-07-17

ELV

ELEVANCE HEALTH INC FORMERLY

148.03%

Shares16.4K

Event2026-06-30

Filed2026-07-17

CSTM

CONSTELLIUM SE

0.42%

Shares198.0K

Event2026-06-30

Filed2026-07-17

GPN

GLOBAL PMTS INC

-0.97%

Shares86.9K

Event2026-06-30

Filed2026-07-17

CDNS

CADENCE DESIGN SYSTEM INC

58.16%

Shares16.8K

Event2026-06-30

Filed2026-07-17

COLGATE PALMOLIVE CO

4.96%

Shares68.0K

Event2026-06-30

Filed2026-07-17

DFLV

DIMENSIONAL ETF TRUST

-22.19%

Shares156.8K

Event2026-06-30

Filed2026-07-17

TXT

TEXTRON INC

12.84%

Shares67.4K

Event2026-06-30

Filed2026-07-17

NVS

NOVARTIS AG

-9.27%

Shares39.0K

Event2026-06-30

Filed2026-07-17

IAU

ISHARES GOLD TR

0.40%

Shares80.6K

Event2026-06-30

Filed2026-07-17

UPS

UNITED PARCEL SVCS INC

0.91%

Shares56.6K

Event2026-06-30

Filed2026-07-17

PNC

PNC FINL SVCS GROUP INC

17.86%

Shares24.7K

Event2026-06-30

Filed2026-07-17

PSA

PUBLIC STORAGE

0.98%

Shares18.9K

Event2026-06-30

Filed2026-07-17

DGRO

ISHARES TR

-0.30%

Shares78.9K

Event2026-06-30

Filed2026-07-17

RRX

REGAL REXNORD CORPORATION

1196.72%

Shares24.9K

Event2026-06-30

Filed2026-07-17

ASE TECHNOLOGY HLDG CO LTD

-7.19%

Shares131.0K

Event2026-06-30

Filed2026-07-17

HWM

HOWMET AEROSPACE INC

44.15%

Shares21.8K

Event2026-06-30

Filed2026-07-17

AON

AON PLC

10.93%

Shares17.6K

Event2026-06-30

Filed2026-07-17

BKNG

BOOKING HOLDINGS INC

2389.45%

Shares32.8K

Event2026-06-30

Filed2026-07-17

MPC

MARATHON PETE CORP

7.48%

Shares22.8K

Event2026-06-30

Filed2026-07-17

SRE

SEMPRA

1.32%

Shares62.6K

Event2026-06-30

Filed2026-07-17

CVS

CVS HEALTH CORP

3.04%

Shares55.8K

Event2026-06-30

Filed2026-07-17

CME

CME GROUP INC

-4.16%

Shares26.0K

Event2026-06-30

Filed2026-07-17

CACC

CREDIT ACCEP CORP MICH

1.25%

Shares9.0K

Event2026-06-30

Filed2026-07-17

IVE

ISHARES TR

1.53%

Shares24.9K

Event2026-06-30

Filed2026-07-17

DXJ

WISDOMTREE TR

0.39%

Shares32.5K

Event2026-06-30

Filed2026-07-17

HSBC

HSBC HLDGS PLC

-0.29%

Shares59.0K

Event2026-06-30

Filed2026-07-17

MAR

MARRIOTT INTL INC NEW

-3.21%

Shares15.0K

Event2026-06-30

Filed2026-07-17

CMI

CUMMINS INC

19.98%

Shares7.8K

Event2026-06-30

Filed2026-07-17

JOHNSON CONTROLS INTERNATION

17.48%

Shares38.0K

Event2026-06-30

Filed2026-07-17

JPST

J P MORGAN EXCHANGE TRADED F

-28.02%

Shares108.0K

Event2026-06-30

Filed2026-07-17

TGT

TARGET CORP

-1.46%

Shares41.8K

Event2026-06-30

Filed2026-07-17

WAL

WESTERN ALLIANCE BANCORP

6.32%

Shares65.6K

Event2026-06-30

Filed2026-07-17

GVI

ISHARES TR

-4.06%

Shares50.7K

Event2026-06-30

Filed2026-07-17

DAL

DELTA AIR LINES INC

4.88%

Shares56.9K

Event2026-06-30

Filed2026-07-17

ZBH

ZIMMER BIOMET HOLDINGS INC

-4.92%

Shares61.5K

Event2026-06-30

Filed2026-07-17

FTNT

FORTINET INC

3.29%

Shares34.3K

Event2026-06-30

Filed2026-07-17

GLOBE LIFE INC

7.18%

Shares29.5K

Event2026-06-30

Filed2026-07-17

COF

CAPITAL ONE FINL CORP

12.77%

Shares25.8K

Event2026-06-30

Filed2026-07-17

ENB

ENBRIDGE INC

-3.41%

Shares95.1K

Event2026-06-30

Filed2026-07-17

SUNB

SUNBELT RENTALS HOLDINGS INC

536.41%

Shares68.6K

Event2026-06-30

Filed2026-07-17

EMR

EMERSON ELEC CO

16.47%

Shares35.7K

Event2026-06-30

Filed2026-07-17

FNDX

SCHWAB STRATEGIC TR

3.27%

Shares164.4K

Event2026-06-30

Filed2026-07-17

UMC

UNITED MICROELECTRONICS CORP

-9.58%

Shares187.2K

Event2026-06-30

Filed2026-07-17

ICSH

ISHARES TR

1.03%

Shares100.7K

Event2026-06-30

Filed2026-07-17

SCHV

SCHWAB STRATEGIC TR

-4.63%

Shares146.1K

Event2026-06-30

Filed2026-07-17

APPLOVIN CORP

5.45%

Shares9.8K

Event2026-06-30

Filed2026-07-17

VEEV

VEEVA SYS INC

8.61%

Shares28.3K

Event2026-06-30

Filed2026-07-17

RVTY

REVVITY INC

15.84%

Shares44.8K

Event2026-06-30

Filed2026-07-17

HII

HUNTINGTON INGALLS INDS INC

36.97%

Shares17.6K

Event2026-06-30

Filed2026-07-17

VFMV

VANGUARD WELLINGTON FD

-27.85%

Shares34.9K

Event2026-06-30

Filed2026-07-17

MUNI

PIMCO ETF TR

-6.00%

Shares92.6K

Event2026-06-30

Filed2026-07-17

GENERAL MTRS CO

-6.27%

Shares62.4K

Event2026-06-30

Filed2026-07-17

IWR

ISHARES TR

-0.72%

Shares42.9K

Event2026-06-30

Filed2026-07-17

CSX

CSX CORP

2.92%

Shares98.7K

Event2026-06-30

Filed2026-07-17

TRANE TECHNOLOGIES PLC

24.22%

Shares9.5K

Event2026-06-30

Filed2026-07-17

IJJ

ISHARES TR

0.00%

Shares31.7K

Event2026-06-30

Filed2026-07-17

XLC

SELECT SECTOR SPDR TR

-6.36%

Shares43.3K

Event2026-06-30

Filed2026-07-17

BHP

BHP BILLITON LIMITED

4.20%

Shares55.2K

Event2026-06-30

Filed2026-07-17

NSC

NORFOLK SOUTHN CORP

-6.60%

Shares14.5K

Event2026-06-30

Filed2026-07-17

WELL

WELLTOWER INC

2.18%

Shares19.9K

Event2026-06-30

Filed2026-07-17

ARCH CAP GROUP LTD

29.72%

Shares46.1K

Event2026-06-30

Filed2026-07-17

DHR

DANAHER CORP DEL

4.00%

Shares23.5K

Event2026-06-30

Filed2026-07-17

ISRG

INTUITIVE SURGICAL INC

-1.17%

Shares11.2K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

295.05%

Shares55.3K

Event2026-06-30

Filed2026-07-17

VHT

VANGUARD WORLD FD

-10.75%

Shares14.9K

Event2026-06-30

Filed2026-07-17

UBER

UBER TECHNOLOGIES INC

-8.74%

Shares61.4K

Event2026-06-30

Filed2026-07-17

VTIP

VANGUARD MALVERN FDS

-5.18%

Shares88.2K

Event2026-06-30

Filed2026-07-17

DYNATRACE INC

25.17%

Shares100.6K

Event2026-06-30

Filed2026-07-17

TER

TERADYNE INC

1.26%

Shares9.1K

Event2026-06-30

Filed2026-07-17

ZWS

ZURN ELKAY WATER SOLNS CORP

7.78%

Shares87.1K

Event2026-06-30

Filed2026-07-17

GBTC

GRAYSCALE BITCOIN TRUST ETF

-24.35%

Shares96.2K

Event2026-06-30

Filed2026-07-17

FDX

FEDEX CORP

-10.36%

Shares13.9K

Event2026-06-30

Filed2026-07-17

ROYAL BK CDA

7.14%

Shares20.9K

Event2026-06-30

Filed2026-07-17

SMH

VANECK ETF TRUST

2.19%

Shares6.5K

Event2026-06-30

Filed2026-07-17

SLB

SLB LIMITED

9.05%

Shares91.2K

Event2026-06-30

Filed2026-07-17

WMB

WILLIAMS COS INC

-4.44%

Shares56.6K

Event2026-06-30

Filed2026-07-17

SPSM

SPDR SERIES TRUST

0.58%

Shares72.0K

Event2026-06-30

Filed2026-07-17

CFG

CITIZENS FINL GROUP INC

18.09%

Shares58.4K

Event2026-06-30

Filed2026-07-17

SPYG

SPDR SERIES TRUST

-3.84%

Shares34.1K

Event2026-06-30

Filed2026-07-17

MINT

PIMCO ETF TR

-3.43%

Shares40.1K

Event2026-06-30

Filed2026-07-17

URTH

ISHARES INC

-3.60%

Shares19.9K

Event2026-06-30

Filed2026-07-17

VYMI

VANGUARD WHITEHALL FDS

-1.25%

Shares40.3K

Event2026-06-30

Filed2026-07-17

URI

UNITED RENTALS INC

10.05%

Shares3.5K

Event2026-06-30

Filed2026-07-17

SYK

STRYKER CORPORATION

-14.05%

Shares12.5K

Event2026-06-30

Filed2026-07-17

VFVA

VANGUARD WELLINGTON FD

0.04%

Shares26.4K

Event2026-06-30

Filed2026-07-17

MPWR

MONOLITHIC PWR SYS INC

-1.50%

Shares2.8K

Event2026-06-30

Filed2026-07-17

NTRS

NORTHERN TR CORP

5.29%

Shares22.3K

Event2026-06-30

Filed2026-07-17

ORLY

OREILLY AUTOMOTIVE INC

-0.85%

Shares41.9K

Event2026-06-30

Filed2026-07-17

IEUR

ISHARES TR

-26.75%

Shares51.3K

Event2026-06-30

Filed2026-07-17

XEL

XCEL ENERGY INC

11.59%

Shares48.0K

Event2026-06-30

Filed2026-07-17

ASTRAZENECA PLC

0.19%

Shares20.3K

Event2026-06-30

Filed2026-07-17

FORD MTR CO

-25.95%

Shares275.7K

Event2026-06-30

Filed2026-07-17

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

68.98%

Shares98.9K

Event2026-06-30

Filed2026-07-17

CONSOLIDATED EDISON INC

-5.15%

Shares34.6K

Event2026-06-30

Filed2026-07-17

HLT

HILTON WORLDWIDE HLDGS INC

4.35%

Shares11.5K

Event2026-06-30

Filed2026-07-17

SELECT SECTOR SPDR TR

-4.87%

Shares83.4K

Event2026-06-30

Filed2026-07-17

SPTM

SPDR SERIES TRUST

2.11%

Shares41.5K

Event2026-06-30

Filed2026-07-17

TMUS

T-MOBILE US INC

21.12%

Shares22.5K

Event2026-06-30

Filed2026-07-17

SCHM

SCHWAB STRATEGIC TR

-11.28%

Shares102.1K

Event2026-06-30

Filed2026-07-17

PLD

PROLOGIS INC.

0.30%

Shares27.8K

Event2026-06-30

Filed2026-07-17

WTV

WISDOMTREE TR

-0.04%

Shares36.9K

Event2026-06-30

Filed2026-07-17

SBUX

STARBUCKS CORP

-22.89%

Shares36.7K

Event2026-06-30

Filed2026-07-17

DTE

DTE ENERGY CO

5.73%

Shares24.4K

Event2026-06-30

Filed2026-07-17

SKM

SK TELECOM CO LTD

-2.05%

Shares115.0K

Event2026-06-30

Filed2026-07-17

DVN

DEVON ENERGY CORP NEW

31.34%

Shares89.2K

Event2026-06-30

Filed2026-07-17

TFC

TRUIST FINL CORP

5.60%

Shares73.8K

Event2026-06-30

Filed2026-07-17

CIEN

CIENA CORP

-3.29%

Shares7.5K

Event2026-06-30

Filed2026-07-17

AMERIPRISE FINL INC

-8.46%

Shares8.0K

Event2026-06-30

Filed2026-07-17

EBAY

EBAY INC.

1.08%

Shares32.7K

Event2026-06-30

Filed2026-07-17

AKAMAI TECHNOLOGIES INC

13.73%

Shares30.7K

Event2026-06-30

Filed2026-07-17

IBHF

ISHARES TR

-52.70%

Shares159.9K

Event2026-06-30

Filed2026-07-17

S&P GLOBAL INC

9.62%

Shares8.9K

Event2026-06-30

Filed2026-07-17

SERVICENOW INC

-17.04%

Shares36.3K

Event2026-06-30

Filed2026-07-17

BLACKROCK ETF TRUST

New

Shares140.6K

Event2026-06-30

Filed2026-07-17

NEM

NEWMONT CORP

-6.62%

Shares38.5K

Event2026-06-30

Filed2026-07-17

BANCO SANTANDER SA

-4.99%

Shares259.8K

Event2026-06-30

Filed2026-07-17

HOOD

ROBINHOOD MKTS INC

-5.07%

Shares35.7K

Event2026-06-30

Filed2026-07-17

HIG

HARTFORD INSURANCE GROUP INC

0.71%

Shares26.8K

Event2026-06-30

Filed2026-07-17

DFSI

DIMENSIONAL ETF TRUST

-7.60%

Shares78.3K

Event2026-06-30

Filed2026-07-17

STT

STATE STR CORP

6.28%

Shares20.6K

Event2026-06-30

Filed2026-07-17

CORTEVA INC

18.37%

Shares41.3K

Event2026-06-30

Filed2026-07-17

HPE

HEWLETT PACKARD ENTERPRISE C

-2.01%

Shares77.3K

Event2026-06-30

Filed2026-07-17

ROP

ROPER TECHNOLOGIES INC

-8.98%

Shares10.3K

Event2026-06-30

Filed2026-07-17

ROST

ROSS STORES INC

12.04%

Shares16.4K

Event2026-06-30

Filed2026-07-17

GWW

WW GRAINGER INC

3.48%

Shares2.6K

Event2026-06-30

Filed2026-07-17

JBL

JABIL INC

3.76%

Shares9.0K

Event2026-06-30

Filed2026-07-17

LQD

ISHARES TR

-13.83%

Shares31.5K

Event2026-06-30

Filed2026-07-17

ADOBE INC

-2.43%

Shares16.8K

Event2026-06-30

Filed2026-07-17

FREEPORT MCMORAN INC

2.93%

Shares54.6K

Event2026-06-30

Filed2026-07-17

MEDTRONIC PLC

-11.43%

Shares43.8K

Event2026-06-30

Filed2026-07-17

ITRI

ITRON INC

13.71%

Shares39.3K

Event2026-06-30

Filed2026-07-17

EOG

EOG RES INC

14.78%

Shares26.2K

Event2026-06-30

Filed2026-07-17

CASY

CASEYS GEN STORES INC

3.82%

Shares4.2K

Event2026-06-30

Filed2026-07-17

XLV

SELECT SECTOR SPDR TR

-25.79%

Shares21.2K

Event2026-06-30

Filed2026-07-17

OEF

ISHARES TR

358.07%

Shares9.2K

Event2026-06-30

Filed2026-07-17

LION2

LIONSGATE STUDIOS CORP

0.10%

Shares219.3K

Event2026-06-30

Filed2026-07-17

GII

SPDR INDEX SHS FDS

0.47%

Shares44.1K

Event2026-06-30

Filed2026-07-17

PHM

PULTE GROUP INC

55.80%

Shares24.3K

Event2026-06-30

Filed2026-07-17

THE CIGNA GROUP

14.84%

Shares12.1K

Event2026-06-30

Filed2026-07-17

VMBS

VANGUARD SCOTTSDALE FDS

1.39%

Shares70.5K

Event2026-06-30

Filed2026-07-17

YUM

YUM BRANDS INC

-8.18%

Shares20.6K

Event2026-06-30

Filed2026-07-17

VBK

VANGUARD INDEX FDS

-6.15%

Shares9.0K

Event2026-06-30

Filed2026-07-17

SDY

SPDR SERIES TRUST

-0.29%

Shares21.7K

Event2026-06-30

Filed2026-07-17

AXS

AXIS CAP HLDGS LTD

0.52%

Shares30.6K

Event2026-06-30

Filed2026-07-17

CUBE

CUBESMART

5.46%

Shares82.8K

Event2026-06-30

Filed2026-07-17

SHEL

SHELL PLC

-12.65%

Shares42.1K

Event2026-06-30

Filed2026-07-17

GAP

GAP INC

26.17%

Shares172.3K

Event2026-06-30

Filed2026-07-17

UAL

UNITED AIRLS HLDGS INC

26.21%

Shares23.6K

Event2026-06-30

Filed2026-07-17

IWP

ISHARES TR

3.73%

Shares21.9K

Event2026-06-30

Filed2026-07-17

VOOG

VANGUARD ADMIRAL FDS INC

565.68%

Shares38.6K

Event2026-06-30

Filed2026-07-17

CAH

CARDINAL HEALTH INC

-2.43%

Shares13.4K

Event2026-06-30

Filed2026-07-17

DOC

HEALTHPEAK PROPERTIES INC

2.68%

Shares147.8K

Event2026-06-30

Filed2026-07-17

IWN

ISHARES TR

-0.27%

Shares14.3K

Event2026-06-30

Filed2026-07-17

UNM

UNUM GROUP

-1.07%

Shares35.4K

Event2026-06-30

Filed2026-07-17

DEHP

DIMENSIONAL ETF TRUST

-0.15%

Shares73.5K

Event2026-06-30

Filed2026-07-17

IBN

ICICI BANK LIMITED

5.19%

Shares107.5K

Event2026-06-30

Filed2026-07-17

KEY

KEYCORP

24.37%

Shares135.3K

Event2026-06-30

Filed2026-07-17

MSI

MOTOROLA SOLUTIONS INC

-12.17%

Shares7.5K

Event2026-06-30

Filed2026-07-17

EIX

EDISON INTL

36.34%

Shares41.8K

Event2026-06-30

Filed2026-07-17

AFL

AFLAC INC

-2.26%

Shares26.2K

Event2026-06-30

Filed2026-07-17

FTRE

FORTREA HLDGS INC

-0.03%

Shares175.9K

Event2026-06-30

Filed2026-07-17

DOMINION ENERGY INC

11.38%

Shares44.5K

Event2026-06-30

Filed2026-07-17

BUD

ANHEUSER BUSCH INBEV SA NV

8.13%

Shares36.9K

Event2026-06-30

Filed2026-07-17

ITW

ILLINOIS TOOL WKS INC

0.58%

Shares11.2K

Event2026-06-30

Filed2026-07-17

ELECTRONIC ARTS INC

-6.28%

Shares14.8K

Event2026-06-30

Filed2026-07-17

EVERSOURCE ENERGY

43.82%

Shares41.6K

Event2026-06-30

Filed2026-07-17

EVRG

EVERGY INC

3.49%

Shares34.8K

Event2026-06-30

Filed2026-07-17

EDWARDS LIFESCIENCES CORP

-6.16%

Shares33.2K

Event2026-06-30

Filed2026-07-17

VSGX

VANGUARD WORLD FD

-16.69%

Shares36.4K

Event2026-06-30

Filed2026-07-17

INTU

INTUIT

-48.61%

Shares11.5K

Event2026-06-30

Filed2026-07-17

MKL

MARKEL GROUP INC

1.73%

Shares1.5K

Event2026-06-30

Filed2026-07-17

BIPC

BROOKFIELD INFRASTRUCTURE CO

-1.34%

Shares77.3K

Event2026-06-30

Filed2026-07-17

VICI

VICI PPTYS INC

-40.80%

Shares111.9K

Event2026-06-30

Filed2026-07-17

SCHE

SCHWAB STRATEGIC TR

-3.92%

Shares81.6K

Event2026-06-30

Filed2026-07-17

CEG

CONSTELLATION ENERGY CORP

-15.20%

Shares11.9K

Event2026-06-30

Filed2026-07-17

ADP

AUTOMATIC DATA PROCESSING IN

8.81%

Shares13.2K

Event2026-06-30

Filed2026-07-17

COR

CENCORA INC

-15.63%

Shares10.4K

Event2026-06-30

Filed2026-07-17

LBTYK

LIBERTY GLOBAL LTD

-10.34%

Shares267.0K

Event2026-06-30

Filed2026-07-17

SLV

ISHARES SILVER TR

5.31%

Shares54.8K

Event2026-06-30

Filed2026-07-17

BNDX

VANGUARD CHARLOTTE FDS

17.54%

Shares60.3K

Event2026-06-30

Filed2026-07-17

JQUA

J P MORGAN EXCHANGE TRADED F

-6.94%

Shares40.2K

Event2026-06-30

Filed2026-07-17

URBN

URBAN OUTFITTERS INC

0.26%

Shares40.5K

Event2026-06-30

Filed2026-07-17

KB FINL GROUP INC

8.95%

Shares27.2K

Event2026-06-30

Filed2026-07-17

TORONTO DOMINION BK ONT

1.64%

Shares23.5K

Event2026-06-30

Filed2026-07-17

VST

VISTRA CORP

-15.55%

Shares17.9K

Event2026-06-30

Filed2026-07-17

XLP

SELECT SECTOR SPDR TR

0.09%

Shares34.1K

Event2026-06-30

Filed2026-07-17

SHG

SHINHAN FINANCIAL GROUP CO L

17.26%

Shares44.6K

Event2026-06-30

Filed2026-07-17

JHG

JANUS HENDERSON GROUP PLC

2.47%

Shares54.1K

Event2026-06-30

Filed2026-07-17

NWBI

NORTHWEST BANCSHARES INC

5.20%

Shares183.8K

Event2026-06-30

Filed2026-07-17

WOORI FINL GROUP INC

21.85%

Shares48.5K

Event2026-06-30

Filed2026-07-17

FITB

FIFTH THIRD BANCORP

4.80%

Shares49.3K

Event2026-06-30

Filed2026-07-17

BBVA

BANCO BILBAO VIZCAYA ARGENTA

-11.47%

Shares110.8K

Event2026-06-30

Filed2026-07-17

STLD

STEEL DYNAMICS INC

-1.19%

Shares12.1K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

STATE STR SPDR S&P 500 ETF T Call CallSTATE STR SPDR S&P 500 ETF T30.5K shares-19.10%2026-06-302026-07-17

QQQ Call CallINVESCO QQQ TR1.8K shares0.00%2026-06-302026-07-17

BHC Call CallBAUSCH HEALTH COS INC178.3K shares21.13%2026-06-302026-07-17

NVDA Call CallNVIDIA CORPORATION4.0K shares-33.33%2026-06-302026-07-17

PYPL Call CallPAYPAL HLDGS INC5.0K shares0.00%2026-06-302026-07-17

SE Call CallSEA LTD2.0K sharesnew addition2026-06-302026-07-17

CRM Call CallSALESFORCE INC1.0K sharesnew addition2026-06-302026-07-17

AMZN Call CallAMAZON COM INC500 shares-44.44%2026-06-302026-07-17

GS Call CallGOLDMAN SACHS GROUP INC100 shares0.00%2026-06-302026-07-17

UWMC Call CallUWM HOLDINGS CORPORATION41.3K sharesnew addition2026-06-302026-07-17

WMB Call CallWILLIAMS COS INC1.0K shares0.00%2026-06-302026-07-17

AAPL Call CallAPPLE INC200 shares-50.00%2026-06-302026-07-17

CMCSA Call CallCOMCAST CORP NEW2.0K sharesnew addition2026-06-302026-07-17

MSFT Call CallMICROSOFT CORP100 shares-66.67%2026-06-302026-07-17

NKE Call CallNIKE INC800 shares0.00%2026-06-302026-07-17

KGC Call CallKINROSS GOLD CORP700 sharesnew addition2026-06-302026-07-17

VANECK ETF TRUST Call CallVANECK ETF TRUST200 sharesnew addition2026-06-302026-07-17

CF Call CallCF INDUSTRIES HOLD100 sharesnew addition2026-06-302026-07-17

SERVICENOW INC Call CallSERVICENOW INC100 sharesnew addition2026-06-302026-07-17

GDXJ Call CallVANECK ETF TRUST100 sharesnew addition2026-06-302026-07-17

STRATEGY INC Call CallSTRATEGY INC100 sharesnew addition2026-06-302026-07-17

NETFLIX INC. Call CallNETFLIX INC.100 shares0.00%2026-06-302026-07-17

USAR Call CallUSA RARE EARTH INC200 sharesnew addition2026-06-302026-07-17

IBRX Call CallIMMUNITYBIO INC300 sharesnew addition2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T Call

STATE STR SPDR S&P 500 ETF T

-19.10%

Shares30.5K

Event2026-06-30

Filed2026-07-17

QQQ Call

INVESCO QQQ TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-17

BHC Call

BAUSCH HEALTH COS INC

21.13%

Shares178.3K

Event2026-06-30

Filed2026-07-17

NVDA Call

NVIDIA CORPORATION

-33.33%

Shares4.0K

Event2026-06-30

Filed2026-07-17

PYPL Call

PAYPAL HLDGS INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-17

SE Call

SEA LTD

New

Shares2.0K

Event2026-06-30

Filed2026-07-17

CRM Call

SALESFORCE INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-17

AMZN Call

AMAZON COM INC

-44.44%

Shares500

Event2026-06-30

Filed2026-07-17

GS Call

GOLDMAN SACHS GROUP INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-17

UWMC Call

UWM HOLDINGS CORPORATION

New

Shares41.3K

Event2026-06-30

Filed2026-07-17

WMB Call

WILLIAMS COS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-17

AAPL Call

APPLE INC

-50.00%

Shares200

Event2026-06-30

Filed2026-07-17

CMCSA Call

COMCAST CORP NEW

New

Shares2.0K

Event2026-06-30

Filed2026-07-17

MSFT Call

MICROSOFT CORP

-66.67%

Shares100

Event2026-06-30

Filed2026-07-17

NKE Call

NIKE INC

0.00%

Shares800

Event2026-06-30

Filed2026-07-17

KGC Call

KINROSS GOLD CORP

New

Shares700

Event2026-06-30

Filed2026-07-17

VANECK ETF TRUST Call

VANECK ETF TRUST

New

Shares200

Event2026-06-30

Filed2026-07-17

CF Call

CF INDUSTRIES HOLD

New

Shares100

Event2026-06-30

Filed2026-07-17

SERVICENOW INC Call

SERVICENOW INC

New

Shares100

Event2026-06-30

Filed2026-07-17

GDXJ Call

VANECK ETF TRUST

New

Shares100

Event2026-06-30

Filed2026-07-17

STRATEGY INC Call

STRATEGY INC

New

Shares100

Event2026-06-30

Filed2026-07-17

NETFLIX INC. Call

NETFLIX INC.

0.00%

Shares100

Event2026-06-30

Filed2026-07-17

USAR Call

USA RARE EARTH INC

New

Shares200

Event2026-06-30

Filed2026-07-17

IBRX Call

IMMUNITYBIO INC

New

Shares300

Event2026-06-30

Filed2026-07-17

Put Option Holdings

PGR Put PutPROGRESSIVE CORP25.5K shares0.00%2026-06-302026-07-17

EXXON MOBIL CORP Put PutEXXON MOBIL CORP19.9K shares2.58%2026-06-302026-07-17

MSFT Put PutMICROSOFT CORP7.0K shares0.00%2026-06-302026-07-17

AAPL Put PutAPPLE INC7.5K shares5.63%2026-06-302026-07-17

NVDA Put PutNVIDIA CORPORATION10.2K shares-25.55%2026-06-302026-07-17

ABBVIE INC Put PutABBVIE INC4.0K shares0.00%2026-06-302026-07-17

VST Put PutVISTRA CORP5.9K shares0.00%2026-06-302026-07-17

BROADCOM INC Put PutBROADCOM INC2.3K shares0.00%2026-06-302026-07-17

JNJ Put PutJOHNSON & JOHNSON3.3K shares-61.63%2026-06-302026-07-17

ABT Put PutABBOTT LABORATORIES4.4K shares0.00%2026-06-302026-07-17

JPMORGAN CHASE & CO Put PutJPMORGAN CHASE & CO1.0K shares0.00%2026-06-302026-07-17

GOOGL Put PutALPHABET INC300 sharesnew addition2026-06-302026-07-17

GOOG Put PutALPHABET INC300 sharesnew addition2026-06-302026-07-17

META PLATFORMS INC Put PutMETA PLATFORMS INC100 sharesnew addition2026-06-302026-07-17

PALANTIR TECHNOLOGIES INC Put PutPALANTIR TECHNOLOGIES INC200 shares0.00%2026-06-302026-07-17

PGR Put

PROGRESSIVE CORP

0.00%

Shares25.5K

Event2026-06-30

Filed2026-07-17

EXXON MOBIL CORP Put

EXXON MOBIL CORP

2.58%

Shares19.9K

Event2026-06-30

Filed2026-07-17

MSFT Put

MICROSOFT CORP

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-17

AAPL Put

APPLE INC

5.63%

Shares7.5K

Event2026-06-30

Filed2026-07-17

NVDA Put

NVIDIA CORPORATION

-25.55%

Shares10.2K

Event2026-06-30

Filed2026-07-17

ABBVIE INC Put

ABBVIE INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-17

VST Put

VISTRA CORP

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-17

BROADCOM INC Put

BROADCOM INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-17

JNJ Put

JOHNSON & JOHNSON

-61.63%

Shares3.3K

Event2026-06-30

Filed2026-07-17

ABT Put

ABBOTT LABORATORIES

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO Put

JPMORGAN CHASE & CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-17

GOOGL Put

ALPHABET INC

New

Shares300

Event2026-06-30

Filed2026-07-17

GOOG Put

ALPHABET INC

New

Shares300

Event2026-06-30

Filed2026-07-17

META PLATFORMS INC Put

META PLATFORMS INC

New

Shares100

Event2026-06-30

Filed2026-07-17

PALANTIR TECHNOLOGIES INC Put

PALANTIR TECHNOLOGIES INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-17