Sponsored
The Analysis of AE Wealth Management LLC's Holdings & P&L
Currently, AE Wealth Management LLC holds 2663 types of securities in its portfolio with a total value $21.5B. In the most recent quarter, they have increased their positions in SIXD (+5.0M shares, valued at $153.9M), MAYW (+3.7M shares, valued at $129.0M), N/A (+1.2M shares, valued at $103.7M); decreased their positions in N/A (-69.7K shares, valued at $67.2M), QUAL (-228.7K shares, valued at $50.2M), TLT (-456.8K shares, valued at $39.5M); initiated new positions in VBIL (+359.5K shares, valued at $27.2M), FNB (+1.1M shares, valued at $20.5M), N/A (+571.5K shares, valued at $16.0M).
1M P&L
+425.7M+2.54%
3M P&L
+204.7M+1.21%
HY P&L
+721.4M+4.39%
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/A10.0B
54.1%
2Semiconductors1.4B
7.7%
3Consumer Electronics742.4M
4.0%
Top Industries by Stock Count
1N/A1719 stocks
68.3%
2Banks - Regional31 stocks
1.2%
3Software - Application27 stocks
1.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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NVDA
6.79%NVIDIA CORPORATION
Shares3.8M
Event2026-06-30
Filed2026-08-03
AAPL
6.05%APPLE INC
Shares2.6M
Event2026-06-30
Filed2026-08-03
MSFT
6.41%MICROSOFT CORP
Shares1.4M
Event2026-06-30
Filed2026-08-03
VNLA
12.08%JANUS DETROIT STR TR
Shares8.9M
Event2026-06-30
Filed2026-08-03
AMZN
7.81%AMAZON COM INC
Shares1.7M
Event2026-06-30
Filed2026-08-03
ISHARES TR
-3.36%ISHARES TR
Shares517.7K
Event2026-06-30
Filed2026-08-03
SPYG
-3.23%SPDR SERIES TRUST
Shares3.0M
Event2026-06-30
Filed2026-08-03
GOOGL
10.52%ALPHABET INC
Shares966.4K
Event2026-06-30
Filed2026-08-03
BROADCOM INC
8.70%BROADCOM INC
Shares787.7K
Event2026-06-30
Filed2026-08-03
MU
-8.11%MICRON TECHNOLOGY INC
Shares254.1K
Event2026-06-30
Filed2026-08-03
AVIG
-0.11%AMERICAN CENTY ETF TR
Shares6.5M
Event2026-06-30
Filed2026-08-03
SPDR SERIES TRUST
63.90%SPDR SERIES TRUST
Shares3.0M
Event2026-06-30
Filed2026-08-03
VOO
4.68%VANGUARD INDEX FDS
Shares332.0K
Event2026-06-30
Filed2026-08-03
SPYV
-0.10%SPDR SERIES TRUST
Shares3.6M
Event2026-06-30
Filed2026-08-03
META PLATFORMS INC
4.81%META PLATFORMS INC
Shares376.9K
Event2026-06-30
Filed2026-08-03
IWY
3.89%ISHARES TR
Shares684.5K
Event2026-06-30
Filed2026-08-03
PYLD
-6.21%PIMCO ETF TR
Shares7.5M
Event2026-06-30
Filed2026-08-03
AMD
-14.06%ADVANCED MICRO DEVICES INC
Shares325.7K
Event2026-06-30
Filed2026-08-03
APPLIED MATLS INC
16.29%APPLIED MATLS INC
Shares236.9K
Event2026-06-30
Filed2026-08-03
BOND
-2.61%PIMCO ETF TR
Shares1.8M
Event2026-06-30
Filed2026-08-03
JPMORGAN CHASE & CO
8.67%JPMORGAN CHASE & CO
Shares504.0K
Event2026-06-30
Filed2026-08-03
ONEZ
128.05%ELEVATION SERIES TRUST
Shares5.8M
Event2026-06-30
Filed2026-08-03
SIXD
67630.26%AIM ETF PRODUCTS TRUST
Shares5.0M
Event2026-06-30
Filed2026-08-03
JAAA
12.86%JANUS DETROIT STR TR
Shares3.0M
Event2026-06-30
Filed2026-08-03
BRK.B
8.20%BERKSHIRE HATHAWAY INC DEL
Shares298.9K
Event2026-06-30
Filed2026-08-03
SCEC
8.41%CAPITOL SER TR
Shares6.0M
Event2026-06-30
Filed2026-08-03
CISCO SYS INC
-13.63%CISCO SYS INC
Shares1.3M
Event2026-06-30
Filed2026-08-03
MDYG
7.09%SPDR SERIES TRUST
Shares1.3M
Event2026-06-30
Filed2026-08-03
ISHARES TR
13.77%ISHARES TR
Shares1.5M
Event2026-06-30
Filed2026-08-03
JNJ
2.90%JOHNSON & JOHNSON
Shares563.2K
Event2026-06-30
Filed2026-08-03
BILZ
79.16%PIMCO ETF TR
Shares1.4M
Event2026-06-30
Filed2026-08-03
FIDU
8.22%FIDELITY COVINGTON TRUST
Shares1.4M
Event2026-06-30
Filed2026-08-03
SCEP
-4.65%STERLING CAP FDS
Shares5.3M
Event2026-06-30
Filed2026-08-03
MAYW
17672380.95%AIM ETF PRODUCTS TRUST
Shares3.7M
Event2026-06-30
Filed2026-08-03
TSLA
6.53%TESLA INC
Shares302.3K
Event2026-06-30
Filed2026-08-03
FDIS
11.58%FIDELITY COVINGTON TRUST
Shares1.2M
Event2026-06-30
Filed2026-08-03
DFAU
2.85%DIMENSIONAL ETF TRUST
Shares2.4M
Event2026-06-30
Filed2026-08-03
IWX
6.61%ISHARES TR
Shares1.2M
Event2026-06-30
Filed2026-08-03
AVXC
7.02%AMERICAN CENTY ETF TR
Shares1.4M
Event2026-06-30
Filed2026-08-03
SGOV
25.32%ISHARES TR
Shares1.2M
Event2026-06-30
Filed2026-08-03
WMT
14.26%WALMART INC
Shares1.0M
Event2026-06-30
Filed2026-08-03
MINT
13.70%PIMCO ETF TR
Shares1.1M
Event2026-06-30
Filed2026-08-03
FHLC
7.86%FIDELITY COVINGTON TRUST
Shares1.5M
Event2026-06-30
Filed2026-08-03
STATE STR SPDR S&P 500 ETF T
61.46%STATE STR SPDR S&P 500 ETF T
Shares153.6K
Event2026-06-30
Filed2026-08-03
VISA INC
9.51%VISA INC
Shares330.8K
Event2026-06-30
Filed2026-08-03
SCMC
10.61%STERLING CAP FDS
Shares4.4M
Event2026-06-30
Filed2026-08-03
FUTY
10.47%FIDELITY COVINGTON TRUST
Shares1.9M
Event2026-06-30
Filed2026-08-03
MAYT
527630.62%AIM ETF PRODUCTS TRUST
Shares2.7M
Event2026-06-30
Filed2026-08-03
MASTERCARD INCORPORATED
-2.89%MASTERCARD INCORPORATED
Shares194.3K
Event2026-06-30
Filed2026-08-03
MDYV
9.52%SPDR SERIES TRUST
Shares1.1M
Event2026-06-30
Filed2026-08-03
IEMG
-7.33%ISHARES INC
Shares1.2M
Event2026-06-30
Filed2026-08-03
FMAT
10.42%FIDELITY COVINGTON TRUST
Shares1.7M
Event2026-06-30
Filed2026-08-03
IVW
-0.82%ISHARES TR
Shares709.0K
Event2026-06-30
Filed2026-08-03
MCD
3.60%MCDONALDS CORP
Shares357.2K
Event2026-06-30
Filed2026-08-03
SCNM
5.29%STERLING CAP FDS
Shares3.8M
Event2026-06-30
Filed2026-08-03
JUNW
39964.12%AIM ETF PRODUCTS TRUST
Shares2.7M
Event2026-06-30
Filed2026-08-03
DYNF
3.92%BLACKROCK ETF TRUST
Shares1.4M
Event2026-06-30
Filed2026-08-03
PM
-23.06%PHILIP MORRIS INTL INC
Shares502.6K
Event2026-06-30
Filed2026-08-03
GOVT
8.24%ISHARES TR
Shares3.9M
Event2026-06-30
Filed2026-08-03
ABBVIE INC
7.76%ABBVIE INC
Shares355.0K
Event2026-06-30
Filed2026-08-03
CVX
51.46%CHEVRON CORPORATION
Shares528.7K
Event2026-06-30
Filed2026-08-03
CORO
5.89%BLACKROCK ETF TRUST
Shares2.3M
Event2026-06-30
Filed2026-08-03
LRCX
-20.13%LAM RESEARCH CORP
Shares196.2K
Event2026-06-30
Filed2026-08-03
FLRG
-3.37%FIDELITY COVINGTON TRUST
Shares2.0M
Event2026-06-30
Filed2026-08-03
PG
7.47%PROCTER & GAMBLE CO
Shares551.5K
Event2026-06-30
Filed2026-08-03
UNITEDHEALTH GROUP INC
29.04%UNITEDHEALTH GROUP INC
Shares194.5K
Event2026-06-30
Filed2026-08-03
LEN
26.37%LENNAR CORP
Shares860.8K
Event2026-06-30
Filed2026-08-03
C
0.88%CITIGROUP INC
Shares550.0K
Event2026-06-30
Filed2026-08-03
LLY
6.67%ELI LILLY & CO
Shares64.0K
Event2026-06-30
Filed2026-08-03
BAC
6.79%BANK AMERICA CORP
Shares1.3M
Event2026-06-30
Filed2026-08-03
SKOR
9.13%FLEXSHARES TR
Shares1.5M
Event2026-06-30
Filed2026-08-03
EFG
18.17%ISHARES TR
Shares579.5K
Event2026-06-30
Filed2026-08-03
PALANTIR TECHNOLOGIES INC
16.79%PALANTIR TECHNOLOGIES INC
Shares609.7K
Event2026-06-30
Filed2026-08-03
ILTB
10.77%ISHARES TR
Shares1.4M
Event2026-06-30
Filed2026-08-03
ALLW
11.62%SSGA ACTIVE TR
Shares2.4M
Event2026-06-30
Filed2026-08-03
IVE
-16.29%ISHARES TR
Shares311.4K
Event2026-06-30
Filed2026-08-03
IBM
-7.67%INTERNATIONAL BUSINESS MACHS
Shares249.2K
Event2026-06-30
Filed2026-08-03
EFV
-2.54%ISHARES TR
Shares906.1K
Event2026-06-30
Filed2026-08-03
XONE
12.03%BONDBLOXX ETF TRUST
Shares1.4M
Event2026-06-30
Filed2026-08-03
SPBO
9.31%SPDR SERIES TRUST
Shares2.3M
Event2026-06-30
Filed2026-08-03
AMGN
14.14%AMGEN INC
Shares177.8K
Event2026-06-30
Filed2026-08-03
CMCSA
84.90%COMCAST CORP NEW
Shares2.6M
Event2026-06-30
Filed2026-08-03
ORACLE CORP
7.27%ORACLE CORP
Shares427.8K
Event2026-06-30
Filed2026-08-03
INTC
27.42%INTEL CORP
Shares445.1K
Event2026-06-30
Filed2026-08-03
KMB
413.97%KIMBERLY-CLARK CORP
Shares564.5K
Event2026-06-30
Filed2026-08-03
WTS
7.98%WATTS WATER TECHNOLOGIES INC
Shares157.1K
Event2026-06-30
Filed2026-08-03
MS
-1.06%MORGAN STANLEY
Shares290.8K
Event2026-06-30
Filed2026-08-03
IWS
-3.21%ISHARES TR
Shares368.1K
Event2026-06-30
Filed2026-08-03
WFC
12.47%WELLS FARGO & CO
Shares722.2K
Event2026-06-30
Filed2026-08-03
CAT
118.03%CATERPILLAR INC
Shares55.7K
Event2026-06-30
Filed2026-08-03
DECT
-1.15%AIM ETF PRODUCTS TRUST
Shares1.5M
Event2026-06-30
Filed2026-08-03
MBB
3.03%ISHARES TR
Shares608.6K
Event2026-06-30
Filed2026-08-03
HD
1.32%HOME DEPOT INC
Shares159.5K
Event2026-06-30
Filed2026-08-03
QQQ
2.74%INVESCO QQQ TR
Shares76.0K
Event2026-06-30
Filed2026-08-03
PVEX
5.63%ELEVATION SERIES TRUST
Shares1.8M
Event2026-06-30
Filed2026-08-03
INTU
49.90%INTUIT
Shares209.9K
Event2026-06-30
Filed2026-08-03
ANET
8.46%ARISTA NETWORKS INC
Shares321.7K
Event2026-06-30
Filed2026-08-03
VUG
506.56%VANGUARD INDEX FDS
Shares602.4K
Event2026-06-30
Filed2026-08-03
IHDG
13.71%WISDOMTREE TR
Shares988.5K
Event2026-06-30
Filed2026-08-03
AEP
9.73%AMERICAN ELEC PWR CO INC
Shares372.0K
Event2026-06-30
Filed2026-08-03
VRSK
82.43%VERISK ANALYTICS INC
Shares283.0K
Event2026-06-30
Filed2026-08-03
MO
45.79%ALTRIA GROUP INC
Shares687.2K
Event2026-06-30
Filed2026-08-03
GS
2.22%GOLDMAN SACHS GROUP INC
Shares48.6K
Event2026-06-30
Filed2026-08-03
JUNT
141851.37%AIM ETF PRODUCTS TRUST
Shares1.2M
Event2026-06-30
Filed2026-08-03
RTX CORPORATION
3.99%RTX CORPORATION
Shares243.2K
Event2026-06-30
Filed2026-08-03
JPST
23.70%J P MORGAN EXCHANGE TRADED F
Shares905.8K
Event2026-06-30
Filed2026-08-03
PFE
13.06%PFIZER INC
Shares1.9M
Event2026-06-30
Filed2026-08-03
GOOG
11.06%ALPHABET INC
Shares124.5K
Event2026-06-30
Filed2026-08-03
BAI
-17.59%BLACKROCK ETF TRUST
Shares823.8K
Event2026-06-30
Filed2026-08-03
SEPZ
-7.76%ELEVATION SERIES TRUST
Shares948.0K
Event2026-06-30
Filed2026-08-03
VZ
-3.11%VERIZON COMMUNICATIONS INC
Shares1.0M
Event2026-06-30
Filed2026-08-03
GGG
14.85%GRACO INC
Shares562.2K
Event2026-06-30
Filed2026-08-03
TUA
6.17%SIMPLIFY EXCHANGE TRADED FUN
Shares2.0M
Event2026-06-30
Filed2026-08-03
AVSC
-11.47%AMERICAN CENTY ETF TR
Shares563.9K
Event2026-06-30
Filed2026-08-03
GE
4.99%GE AEROSPACE
Shares108.7K
Event2026-06-30
Filed2026-08-03
CRM
-7.35%SALESFORCE INC
Shares257.0K
Event2026-06-30
Filed2026-08-03
JANW
2.46%AIM ETF PRODUCTS TRUST
Shares1.0M
Event2026-06-30
Filed2026-08-03
TROW
-5.27%PRICE T ROWE GROUP INC
Shares349.6K
Event2026-06-30
Filed2026-08-03
VTV
25.45%VANGUARD INDEX FDS
Shares180.5K
Event2026-06-30
Filed2026-08-03
FEBT
91741.18%AIM ETF PRODUCTS TRUST
Shares947.8K
Event2026-06-30
Filed2026-08-03
NETFLIX INC.
-5.69%NETFLIX INC.
Shares535.7K
Event2026-06-30
Filed2026-08-03
IUSB
27.50%ISHARES TR
Shares820.1K
Event2026-06-30
Filed2026-08-03
PRU
31.86%PRUDENTIAL FINL INC
Shares347.2K
Event2026-06-30
Filed2026-08-03
GMAY
33605.53%FIRST TR EXCHNG TRADED FD VI
Shares858.8K
Event2026-06-30
Filed2026-08-03
MDLZ
493.12%MONDELEZ INTL INC
Shares623.7K
Event2026-06-30
Filed2026-08-03
IWR
-3.61%ISHARES TR
Shares319.6K
Event2026-06-30
Filed2026-08-03
VANGUARD SCOTTSDALE FDS
2.60%VANGUARD SCOTTSDALE FDS
Shares289.5K
Event2026-06-30
Filed2026-08-03
OKE
75.45%ONEOK INC NEW
Shares392.2K
Event2026-06-30
Filed2026-08-03
NI
165.30%NISOURCE INC
Shares703.0K
Event2026-06-30
Filed2026-08-03
FEBW
12975.25%AIM ETF PRODUCTS TRUST
Shares938.3K
Event2026-06-30
Filed2026-08-03
DFGP
4.67%DIMENSIONAL ETF TRUST
Shares610.8K
Event2026-06-30
Filed2026-08-03
MTUM
-23.14%ISHARES TR
Shares96.8K
Event2026-06-30
Filed2026-08-03
SMH
58.28%VANECK ETF TRUST
Shares50.4K
Event2026-06-30
Filed2026-08-03
GPC
67.49%GENUINE PARTS CO
Shares278.2K
Event2026-06-30
Filed2026-08-03
HBAN
-3.17%HUNTINGTON BANCSHARES INC
Shares1.8M
Event2026-06-30
Filed2026-08-03
GIS
1503.68%GENERAL MILLS INC
Shares934.8K
Event2026-06-30
Filed2026-08-03
DUHP
4.60%DIMENSIONAL ETF TRUST
Shares779.1K
Event2026-06-30
Filed2026-08-03
PKG
5346.14%PACKAGING CORP AMER
Shares135.6K
Event2026-06-30
Filed2026-08-03
DOMINION ENERGY INC
-9.71%DOMINION ENERGY INC
Shares472.1K
Event2026-06-30
Filed2026-08-03
COSTCO WHOLESALE CORPORATION
-42.56%COSTCO WHOLESALE CORPORATION
Shares34.3K
Event2026-06-30
Filed2026-08-03
ES
16.56%EVERSOURCE ENERGY
Shares443.3K
Event2026-06-30
Filed2026-08-03
DECW
1.22%AIM ETF PRODUCTS TRUST
Shares897.5K
Event2026-06-30
Filed2026-08-03
USB
-16.04%US BANCORP
Shares528.5K
Event2026-06-30
Filed2026-08-03
XLC
7.23%SELECT SECTOR SPDR TR
Shares297.2K
Event2026-06-30
Filed2026-08-03
DFAT
3.20%DIMENSIONAL ETF TRUST
Shares454.7K
Event2026-06-30
Filed2026-08-03
BMY
10.48%BRISTOL-MYERS SQUIBB CO
Shares542.4K
Event2026-06-30
Filed2026-08-03
LIN
12.57%LINDE PLC
Shares59.1K
Event2026-06-30
Filed2026-08-03
CMS
38.09%CMS ENERGY CORP
Shares400.7K
Event2026-06-30
Filed2026-08-03
PAYM
24.45%ELEVATION SERIES TRUST
Shares1.2M
Event2026-06-30
Filed2026-08-03
VGIT
-5.73%VANGUARD SCOTTSDALE FDS
Shares513.7K
Event2026-06-30
Filed2026-08-03
BK
-3.18%BANK NEW YORK MELLON CORP
Shares208.7K
Event2026-06-30
Filed2026-08-03
APH
8.24%AMPHENOL CORP
Shares170.0K
Event2026-06-30
Filed2026-08-03
DFAI
4.26%DIMENSIONAL ETF TRUST
Shares723.9K
Event2026-06-30
Filed2026-08-03
VLO
-36.87%VALERO ENERGY CORP
Shares113.3K
Event2026-06-30
Filed2026-08-03
HPQ
96.10%HP INC
Shares1.3M
Event2026-06-30
Filed2026-08-03
BKNG
35168.40%BOOKING HOLDINGS INC
Shares162.9K
Event2026-06-30
Filed2026-08-03
EIX
11.66%EDISON INTL
Shares389.5K
Event2026-06-30
Filed2026-08-03
CSX
-11.53%CSX CORP
Shares601.2K
Event2026-06-30
Filed2026-08-03
MNST
17.34%MONSTER BEVERAGE CORP NEW
Shares293.1K
Event2026-06-30
Filed2026-08-03
CVS
-16.38%CVS HEALTH CORP
Shares270.7K
Event2026-06-30
Filed2026-08-03
CMBS
9.88%ISHARES TR
Shares575.3K
Event2026-06-30
Filed2026-08-03
TGT
2465.28%TARGET CORP
Shares213.5K
Event2026-06-30
Filed2026-08-03
PFG
13.33%PRINCIPAL FINANCIAL GROUP IN
Shares257.9K
Event2026-06-30
Filed2026-08-03
LYB
22.01%LYONDELLBASELL INDUSTRIES NV
Shares526.6K
Event2026-06-30
Filed2026-08-03
STIP
31.78%ISHARES TR
Shares268.9K
Event2026-06-30
Filed2026-08-03
F
-23.38%FORD MTR CO
Shares2.0M
Event2026-06-30
Filed2026-08-03
WSO
6573.35%WATSCO INC
Shares65.9K
Event2026-06-30
Filed2026-08-03
TFC
-11.37%TRUIST FINL CORP
Shares546.4K
Event2026-06-30
Filed2026-08-03
VBIL
NewVANGUARD INSTL INDEX FD
Shares359.5K
Event2026-06-30
Filed2026-08-03
EXC
16.03%EXELON CORP
Shares581.6K
Event2026-06-30
Filed2026-08-03
T
-4.88%AT&T INC
Shares1.3M
Event2026-06-30
Filed2026-08-03
WEC
13.10%WEC ENERGY GROUP INC
Shares230.1K
Event2026-06-30
Filed2026-08-03
RF
-15.41%REGIONS FINANCIAL CORP NEW
Shares889.2K
Event2026-06-30
Filed2026-08-03
XLE
-18.02%SELECT SECTOR SPDR TR
Shares503.7K
Event2026-06-30
Filed2026-08-03
SW
9240.38%SMURFIT WESTROCK PLC
Shares573.7K
Event2026-06-30
Filed2026-08-03
XLI
3.72%SELECT SECTOR SPDR TR
Shares143.1K
Event2026-06-30
Filed2026-08-03
MRK
42.45%MERCK & CO INC
Shares205.3K
Event2026-06-30
Filed2026-08-03
TXN
27.40%TEXAS INSTRS INC
Shares87.5K
Event2026-06-30
Filed2026-08-03
CFG
-27.28%CITIZENS FINL GROUP INC
Shares372.0K
Event2026-06-30
Filed2026-08-03
CTA
6.64%SIMPLIFY EXCHANGE TRADED FUN
Shares1.0M
Event2026-06-30
Filed2026-08-03
LNT
1364.84%ALLIANT ENERGY CORP
Shares340.4K
Event2026-06-30
Filed2026-08-03
DOV
-9.86%DOVER CORP
Shares115.3K
Event2026-06-30
Filed2026-08-03
VTIP
22.44%VANGUARD MALVERN FDS
Shares514.5K
Event2026-06-30
Filed2026-08-03
QBER
15.44%ELEVATION SERIES TRUST
Shares1.1M
Event2026-06-30
Filed2026-08-03
MET
1099.76%METLIFE INC
Shares298.8K
Event2026-06-30
Filed2026-08-03
CHD
0.53%CHURCH & DWIGHT CO INC
Shares260.3K
Event2026-06-30
Filed2026-08-03
THRO
-29.87%BLACKROCK ETF TRUST
Shares583.4K
Event2026-06-30
Filed2026-08-03
ORI
4828.78%OLD REP INTL CORP
Shares613.2K
Event2026-06-30
Filed2026-08-03
VANGUARD INDEX FDS
7.42%VANGUARD INDEX FDS
Shares67.8K
Event2026-06-30
Filed2026-08-03
CDX
-6.34%SIMPLIFY EXCHANGE TRADED FUN
Shares1.2M
Event2026-06-30
Filed2026-08-03
BLCR
3.97%BLACKROCK ETF TRUST
Shares494.3K
Event2026-06-30
Filed2026-08-03
OGE
23.56%OGE ENERGY CORP
Shares511.6K
Event2026-06-30
Filed2026-08-03
GSY
26904.91%INVESCO ACTIVELY MANAGED EXC
Shares495.0K
Event2026-06-30
Filed2026-08-03
OMC
-3.68%OMNICOM GROUP INC
Shares339.0K
Event2026-06-30
Filed2026-08-03
SHLD
-9.12%GLOBAL X FDS
Shares413.5K
Event2026-06-30
Filed2026-08-03
ADP
351.34%AUTOMATIC DATA PROCESSING IN
Shares108.9K
Event2026-06-30
Filed2026-08-03
BUCK
2.04%SIMPLIFY EXCHANGE TRADED FUN
Shares1.0M
Event2026-06-30
Filed2026-08-03
MUB
30.94%ISHARES TR
Shares222.4K
Event2026-06-30
Filed2026-08-03
IDEV
-6.25%ISHARES TR
Shares268.7K
Event2026-06-30
Filed2026-08-03
EOG
2339.11%EOG RES INC
Shares184.3K
Event2026-06-30
Filed2026-08-03
KEY
-28.69%KEYCORP
Shares1.0M
Event2026-06-30
Filed2026-08-03
SWKS
10.62%SKYWORKS SOLUTIONS INC
Shares345.0K
Event2026-06-30
Filed2026-08-03
APA CORPORATION
287.65%APA CORPORATION
Shares718.0K
Event2026-06-30
Filed2026-08-03
XLK
179.48%SELECT SECTOR SPDR TR
Shares122.7K
Event2026-06-30
Filed2026-08-03
ADM
-36.28%ARCHER DANIELS MIDLAND CO
Shares303.2K
Event2026-06-30
Filed2026-08-03
PNW
14.34%PINNACLE WEST CAP CORP
Shares216.4K
Event2026-06-30
Filed2026-08-03
ACCENTURE PLC IRELAND
-27.29%ACCENTURE PLC IRELAND
Shares186.1K
Event2026-06-30
Filed2026-08-03
FLDR
6.41%FIDELITY MERRIMACK STR TR
Shares454.7K
Event2026-06-30
Filed2026-08-03
DFCF
0.89%DIMENSIONAL ETF TRUST
Shares538.2K
Event2026-06-30
Filed2026-08-03
PPL CORP
15.93%PPL CORP
Shares621.4K
Event2026-06-30
Filed2026-08-03
IWP
28.02%ISHARES TR
Shares152.9K
Event2026-06-30
Filed2026-08-03
DTE
7.36%DTE ENERGY CO
Shares146.1K
Event2026-06-30
Filed2026-08-03
WORLD GOLD TR
11.27%WORLD GOLD TR
Shares277.5K
Event2026-06-30
Filed2026-08-03
IEI
-4.70%ISHARES TR
Shares183.6K
Event2026-06-30
Filed2026-08-03
AGEM
-3.08%ABRDN FDS
Shares434.2K
Event2026-06-30
Filed2026-08-03
CNAV
-1.33%COLLABORATIVE INVESTMNT SER
Shares440.3K
Event2026-06-30
Filed2026-08-03
ADI
23.74%ANALOG DEVICES INC
Shares53.1K
Event2026-06-30
Filed2026-08-03
XSVN
-13.52%BONDBLOXX ETF TRUST
Shares445.6K
Event2026-06-30
Filed2026-08-03
ATR
9.33%APTARGROUP INC
Shares165.9K
Event2026-06-30
Filed2026-08-03
ETR
-5.77%ENTERGY CORP NEW
Shares179.6K
Event2026-06-30
Filed2026-08-03
FNB
NewF N B CORP
Shares1.1M
Event2026-06-30
Filed2026-08-03
XFIV
0.07%BONDBLOXX ETF TRUST
Shares416.7K
Event2026-06-30
Filed2026-08-03
DON
-0.72%WISDOMTREE TR
Shares355.9K
Event2026-06-30
Filed2026-08-03
EMR
9.02%EMERSON ELEC CO
Shares139.9K
Event2026-06-30
Filed2026-08-03
FGD
-3.16%FIRST TR EXCHANGE-TRADED FD
Shares622.7K
Event2026-06-30
Filed2026-08-03
WDIV
-3.17%SPDR INDEX SHS FDS
Shares246.7K
Event2026-06-30
Filed2026-08-03
GEV
3.38%GE VERNOVA INC
Shares16.8K
Event2026-06-30
Filed2026-08-03
JSI
-6.35%JANUS DETROIT STR TR
Shares384.5K
Event2026-06-30
Filed2026-08-03
VEA
10.90%VANGUARD TAX-MANAGED FDS
Shares271.7K
Event2026-06-30
Filed2026-08-03
TYL
4048.46%TYLER TECHNOLOGIES INC
Shares65.8K
Event2026-06-30
Filed2026-08-03
MMC
7.06%MARSH & MCLENNAN COS INC
Shares107.6K
Event2026-06-30
Filed2026-08-03
GLD
-17.60%SPDR GOLD TR
Shares48.4K
Event2026-06-30
Filed2026-08-03
XLB
-9.76%SELECT SECTOR SPDR TR
Shares348.3K
Event2026-06-30
Filed2026-08-03
SPMO
4.94%INVESCO EXCH TRADED FD TR II
Shares108.0K
Event2026-06-30
Filed2026-08-03
MRVL
-36.54%MARVELL TECHNOLOGY INC
Shares57.7K
Event2026-06-30
Filed2026-08-03
FDS
3093.92%FACTSET RESH SYS INC
Shares74.5K
Event2026-06-30
Filed2026-08-03
COLM
8.08%COLUMBIA SPORTSWEAR CO
Shares275.8K
Event2026-06-30
Filed2026-08-03
BINC
-16.97%BLACKROCK ETF TRUST II
Shares321.3K
Event2026-06-30
Filed2026-08-03
IGSB
-30.22%ISHARES TR
Shares316.3K
Event2026-06-30
Filed2026-08-03
SRE
-2.55%SEMPRA
Shares177.9K
Event2026-06-30
Filed2026-08-03
FOXY
7.78%SIMPLIFY EXCHANGE TRADED FUN
Shares551.8K
Event2026-06-30
Filed2026-08-03
RSG
8.14%REPUBLIC SVCS INC
Shares77.1K
Event2026-06-30
Filed2026-08-03
SBAR
7.69%SIMPLIFY EXCHANGE TRADED FUN
Shares636.5K
Event2026-06-30
Filed2026-08-03
AVLC
19.69%AMERICAN CENTY ETF TR
Shares180.2K
Event2026-06-30
Filed2026-08-03
QUAL
-75.73%ISHARES TR
Shares73.3K
Event2026-06-30
Filed2026-08-03
BLACKROCK ETF TRUST
NewBLACKROCK ETF TRUST
Shares571.5K
Event2026-06-30
Filed2026-08-03
XEL
-11.58%XCEL ENERGY INC
Shares198.5K
Event2026-06-30
Filed2026-08-03
MCO
6.63%MOODYS CORP
Shares35.0K
Event2026-06-30
Filed2026-08-03
AGGH
9.18%SIMPLIFY EXCHANGE TRADED FUN
Shares768.3K
Event2026-06-30
Filed2026-08-03
XLRE
5.05%SELECT SECTOR SPDR TR
Shares347.3K
Event2026-06-30
Filed2026-08-03
OUNZ
-14.49%VANECK MERK GOLD ETF
Shares381.4K
Event2026-06-30
Filed2026-08-03
QFLR
0.93%INNOVATOR ETFS TRUST
Shares403.4K
Event2026-06-30
Filed2026-08-03
PEP
-22.63%PEPSICO INC
Shares108.7K
Event2026-06-30
Filed2026-08-03
FDLO
11.42%FIDELITY COVINGTON TRUST
Shares215.2K
Event2026-06-30
Filed2026-08-03
AVLV
144.54%AMERICAN CENTY ETF TR
Shares161.1K
Event2026-06-30
Filed2026-08-03
QCOM
52.75%QUALCOMM INC
Shares79.5K
Event2026-06-30
Filed2026-08-03
BALT
-28.09%INNOVATOR ETFS TRUST
Shares427.3K
Event2026-06-30
Filed2026-08-03
TAN
18.44%INVESCO EXCH TRADED FD TR II
Shares247.5K
Event2026-06-30
Filed2026-08-03
IAGG
-1.82%ISHARES TR
Shares285.0K
Event2026-06-30
Filed2026-08-03
SCHG
3.05%SCHWAB STRATEGIC TR
Shares406.4K
Event2026-06-30
Filed2026-08-03
VGT
718.96%VANGUARD WORLD FD
Shares115.0K
Event2026-06-30
Filed2026-08-03
VUSB
-11.14%VANGUARD BD INDEX FDS
Shares271.3K
Event2026-06-30
Filed2026-08-03
FDEV
639333.90%FIDELITY COVINGTON TRUST
Shares377.3K
Event2026-06-30
Filed2026-08-03
SEAGATE TECHNOLOGY HLDNGS PL
-83.42%SEAGATE TECHNOLOGY HLDNGS PL
Shares13.8K
Event2026-06-30
Filed2026-08-03
SPTI
8.00%SPDR SERIES TRUST
Shares465.3K
Event2026-06-30
Filed2026-08-03
KO
7.87%COCA COLA CO
Shares160.1K
Event2026-06-30
Filed2026-08-03
VGLT
-5.58%VANGUARD SCOTTSDALE FDS
Shares233.9K
Event2026-06-30
Filed2026-08-03
VGSH
4.64%VANGUARD SCOTTSDALE FDS
Shares221.0K
Event2026-06-30
Filed2026-08-03
KLAC
481.26%KLA CORP
Shares42.2K
Event2026-06-30
Filed2026-08-03
BUFR
4.28%FIRST TR EXCHNG TRADED FD VI
Shares346.1K
Event2026-06-30
Filed2026-08-03
SVOL
12.56%SIMPLIFY EXCHANGE TRADED FUN
Shares787.8K
Event2026-06-30
Filed2026-08-03
VANECK ETF TRUST
705.18%VANECK ETF TRUST
Shares166.0K
Event2026-06-30
Filed2026-08-03
VXUS
-2.29%VANGUARD STAR FDS
Shares146.1K
Event2026-06-30
Filed2026-08-03
SPDW
-0.56%SPDR INDEX SHS FDS
Shares243.2K
Event2026-06-30
Filed2026-08-03
JBBB
-6.05%JANUS DETROIT STR TR
Shares255.4K
Event2026-06-30
Filed2026-08-03
PANW
-14.75%PALO ALTO NETWORKS INC
Shares35.3K
Event2026-06-30
Filed2026-08-03
VBR
3.97%VANGUARD INDEX FDS
Shares48.9K
Event2026-06-30
Filed2026-08-03
FLMI
201.16%FRANKLIN TEMPLETON ETF TR
Shares470.9K
Event2026-06-30
Filed2026-08-03
DFEV
0.22%DIMENSIONAL ETF TRUST
Shares275.8K
Event2026-06-30
Filed2026-08-03
CLOA
-17.39%BLACKROCK ETF TRUST II
Shares226.7K
Event2026-06-30
Filed2026-08-03
DFAE
1.13%DIMENSIONAL ETF TRUST
Shares290.8K
Event2026-06-30
Filed2026-08-03
CROWDSTRIKE HLDGS INC
8.22%CROWDSTRIKE HLDGS INC
Shares15.2K
Event2026-06-30
Filed2026-08-03
MGK
807.99%VANGUARD WORLD FD
Shares130.1K
Event2026-06-30
Filed2026-08-03
SCHD
17.81%SCHWAB STRATEGIC TR
Shares359.4K
Event2026-06-30
Filed2026-08-03
ENTG
6.14%ENTEGRIS INC
Shares63.3K
Event2026-06-30
Filed2026-08-03
XLSR
11.45%SSGA ACTIVE TR
Shares175.4K
Event2026-06-30
Filed2026-08-03
AVMC
24.83%AMERICAN CENTY ETF TR
Shares141.2K
Event2026-06-30
Filed2026-08-03
GLTR
NewABRDN PRECIOUS METALS BASKET
Shares61.9K
Event2026-06-30
Filed2026-08-03
SIL
7264.84%GLOBAL X FDS
Shares143.5K
Event2026-06-30
Filed2026-08-03
JEPI
-35.78%J P MORGAN EXCHANGE TRADED F
Shares195.7K
Event2026-06-30
Filed2026-08-03
BLACKROCK ETF TRUST II
NewBLACKROCK ETF TRUST II
Shares217.4K
Event2026-06-30
Filed2026-08-03
FNCL
15.02%FIDELITY COVINGTON TRUST
Shares142.1K
Event2026-06-30
Filed2026-08-03
MUNI
164.23%PIMCO ETF TR
Shares206.2K
Event2026-06-30
Filed2026-08-03
PHDG
329522.50%INVESCO ACTIVELY MANAGED EXC
Shares263.7K
Event2026-06-30
Filed2026-08-03
FREEPORT MCMORAN INC
-0.38%FREEPORT MCMORAN INC
Shares171.7K
Event2026-06-30
Filed2026-08-03
SFLR
12.73%INNOVATOR ETFS TRUST
Shares278.7K
Event2026-06-30
Filed2026-08-03
UPS
45.32%UNITED PARCEL SVCS INC
Shares98.5K
Event2026-06-30
Filed2026-08-03
DFIV
3.45%DIMENSIONAL ETF TRUST
Shares195.7K
Event2026-06-30
Filed2026-08-03
UNP
-0.22%UNION PAC CORP
Shares38.5K
Event2026-06-30
Filed2026-08-03
RDVY
27.43%FIRST TR EXCHANGE TRADED FD
Shares127.7K
Event2026-06-30
Filed2026-08-03
BTAL
20.01%AGF INVTS TR
Shares927.6K
Event2026-06-30
Filed2026-08-03
VIG
5.49%VANGUARD SPECIALIZED FUNDS
Shares43.7K
Event2026-06-30
Filed2026-08-03
CHRW
5.57%C H ROBINSON WORLDWIDE IN
Shares54.7K
Event2026-06-30
Filed2026-08-03
SEIX
13.19%VIRTUS ETF TR II
Shares443.8K
Event2026-06-30
Filed2026-08-03
DVY
-33.88%ISHARES TR
Shares65.3K
Event2026-06-30
Filed2026-08-03
GILD
22.01%GILEAD SCIENCES INC
Shares79.4K
Event2026-06-30
Filed2026-08-03
DIS
18.95%DISNEY WALT CO
Shares103.3K
Event2026-06-30
Filed2026-08-03
SCHZ
13.23%SCHWAB STRATEGIC TR
Shares429.8K
Event2026-06-30
Filed2026-08-03
ACWX
19.26%ISHARES TR
Shares129.8K
Event2026-06-30
Filed2026-08-03
WDC
126.01%WESTERN DIGITAL CORP
Shares15.4K
Event2026-06-30
Filed2026-08-03
DIHP
3.50%DIMENSIONAL ETF TRUST
Shares287.4K
Event2026-06-30
Filed2026-08-03
ZJUN
NewINNOVATOR ETFS TRUST
Shares354.4K
Event2026-06-30
Filed2026-08-03
PH
2.68%PARKER-HANNIFIN CORP
Shares9.9K
Event2026-06-30
Filed2026-08-03
COR
14.64%CENCORA INC
Shares33.7K
Event2026-06-30
Filed2026-08-03
VOE
6.72%VANGUARD INDEX FDS
Shares48.3K
Event2026-06-30
Filed2026-08-03
CAH
336.98%CARDINAL HEALTH INC
Shares39.6K
Event2026-06-30
Filed2026-08-03
FTI
-26.29%TECHNIPFMC PLC
Shares141.9K
Event2026-06-30
Filed2026-08-03
CEG
4.73%CONSTELLATION ENERGY CORP
Shares37.3K
Event2026-06-30
Filed2026-08-03
FIAX
-5.38%TIDAL TRUST II
Shares525.0K
Event2026-06-30
Filed2026-08-03
XTRE
24.80%BONDBLOXX ETF TRUST
Shares185.3K
Event2026-06-30
Filed2026-08-03
XTEN
-21.82%BONDBLOXX ETF TRUST
Shares196.5K
Event2026-06-30
Filed2026-08-03
SPTL
-58.34%SPDR SERIES TRUST
Shares339.9K
Event2026-06-30
Filed2026-08-03
ADOBE INC
88.15%ADOBE INC
Shares43.3K
Event2026-06-30
Filed2026-08-03
LTPZ
171.83%PIMCO ETF TR
Shares174.5K
Event2026-06-30
Filed2026-08-03
TLT
-81.73%ISHARES TR
Shares102.1K
Event2026-06-30
Filed2026-08-03
XLP
-24.81%SELECT SECTOR SPDR TR
Shares106.1K
Event2026-06-30
Filed2026-08-03
NVT
12.01%NVENT ELEC PLC
Shares51.9K
Event2026-06-30
Filed2026-08-03
VRSN
3.56%VERISIGN INC
Shares34.4K
Event2026-06-30
Filed2026-08-03
PCAR
64.58%PACCAR INC
Shares71.8K
Event2026-06-30
Filed2026-08-03
WTV
5.36%WISDOMTREE TR
Shares84.7K
Event2026-06-30
Filed2026-08-03
CDNS
23.69%CADENCE DESIGN SYSTEM INC
Shares22.7K
Event2026-06-30
Filed2026-08-03
TMUS
14.04%T-MOBILE US INC
Shares50.4K
Event2026-06-30
Filed2026-08-03
SOXY
-1.25%TIDAL TRUST II
Shares73.7K
Event2026-06-30
Filed2026-08-03
FCOM
11.76%FIDELITY COVINGTON TRUST
Shares120.6K
Event2026-06-30
Filed2026-08-03
PSLV
-23.34%SPROTT ASSET MANAGEMENT LP
Shares442.7K
Event2026-06-30
Filed2026-08-03
BWXT
47.44%BWX TECHNOLOGIES INC
Shares42.1K
Event2026-06-30
Filed2026-08-03
PDBC
-48.37%INVESCO ACTVELY MNGD ETC FD
Shares507.3K
Event2026-06-30
Filed2026-08-03
DFAC
5.43%DIMENSIONAL ETF TRUST
Shares181.3K
Event2026-06-30
Filed2026-08-03
SPSM
36.94%SPDR SERIES TRUST
Shares137.9K
Event2026-06-30
Filed2026-08-03
IEF
20.28%ISHARES TR
Shares83.8K
Event2026-06-30
Filed2026-08-03
EDIV
-3.97%SPDR INDEX SHS FDS
Shares191.0K
Event2026-06-30
Filed2026-08-03
SBUX
23.39%STARBUCKS CORP
Shares76.2K
Event2026-06-30
Filed2026-08-03
APD
-1.27%AIR PRODUCTS AND CHEMICALS I
Shares26.4K
Event2026-06-30
Filed2026-08-03
VYM
13.32%VANGUARD WHITEHALL FDS
Shares48.5K
Event2026-06-30
Filed2026-08-03
SPEM
16.92%SPDR INDEX SHS FDS
Shares147.1K
Event2026-06-30
Filed2026-08-03
COP
12.65%CONOCOPHILLIPS
Shares72.9K
Event2026-06-30
Filed2026-08-03
INVESCO EXCH TRADED FD TR II
40.24%INVESCO EXCH TRADED FD TR II
Shares318.0K
Event2026-06-30
Filed2026-08-03
ZROZ
205.78%PIMCO ETF TR
Shares116.5K
Event2026-06-30
Filed2026-08-03
SPD
-1.17%SIMPLIFY EXCHANGE TRADED FUN
Shares179.3K
Event2026-06-30
Filed2026-08-03
MAS
3.85%MASCO CORP
Shares90.0K
Event2026-06-30
Filed2026-08-03
IAUM
-27.95%ISHARES GOLD TRUST MICRO
Shares182.5K
Event2026-06-30
Filed2026-08-03
IWM
-15.14%ISHARES TR
Shares24.3K
Event2026-06-30
Filed2026-08-03
WAT
1996.73%WATERS CORP
Shares19.2K
Event2026-06-30
Filed2026-08-03
FNDX
5.12%SCHWAB STRATEGIC TR
Shares231.2K
Event2026-06-30
Filed2026-08-03
J P MORGAN EXCHANGE TRADED F
12.80%J P MORGAN EXCHANGE TRADED F
Shares116.7K
Event2026-06-30
Filed2026-08-03
BIL
-49.69%SPDR SERIES TRUST
Shares78.1K
Event2026-06-30
Filed2026-08-03
SHOP
35.85%SHOPIFY INC
Shares62.6K
Event2026-06-30
Filed2026-08-03
FREL
-1.91%FIDELITY COVINGTON TRUST
Shares242.5K
Event2026-06-30
Filed2026-08-03
TSM
15.34%TAIWAN SEMICONDUCTOR MANUFAC
Shares14.9K
Event2026-06-30
Filed2026-08-03
HONEYWELL INTL INC
NewHONEYWELL INTL INC
Shares31.6K
Event2026-06-30
Filed2026-08-03
TCAF
52.60%T ROWE PRICE EXCHANGE-TRADED
Shares171.1K
Event2026-06-30
Filed2026-08-03
AMT
15.04%AMERICAN TOWER CORP
Shares42.6K
Event2026-06-30
Filed2026-08-03
SYY
-1.44%SYSCO CORP
Shares82.8K
Event2026-06-30
Filed2026-08-03
IWF
340.76%ISHARES TR
Shares55.2K
Event2026-06-30
Filed2026-08-03
VV
85.80%VANGUARD INDEX FDS
Shares19.9K
Event2026-06-30
Filed2026-08-03
IJH
-2.66%ISHARES TR
Shares88.2K
Event2026-06-30
Filed2026-08-03
SJM
11.38%SMUCKER J M CO
Shares60.3K
Event2026-06-30
Filed2026-08-03
CIEN
368.06%CIENA CORP
Shares13.8K
Event2026-06-30
Filed2026-08-03
DDLS
-39.34%WISDOMTREE TR
Shares153.1K
Event2026-06-30
Filed2026-08-03
AXP
8.02%AMERICAN EXPRESS CO
Shares19.9K
Event2026-06-30
Filed2026-08-03
NEXTERA ENERGY INC
-66.23%NEXTERA ENERGY INC
Shares76.5K
Event2026-06-30
Filed2026-08-03
IGOV
42.42%ISHARES TR
Shares163.5K
Event2026-06-30
Filed2026-08-03
BIV
56.74%VANGUARD BD INDEX FDS
Shares87.0K
Event2026-06-30
Filed2026-08-03
SOUTHERN CO
18.02%SOUTHERN CO
Shares69.7K
Event2026-06-30
Filed2026-08-03
CI
-15.64%THE CIGNA GROUP
Shares24.2K
Event2026-06-30
Filed2026-08-03
FLEX
-2.75%FLEX LTD
Shares41.0K
Event2026-06-30
Filed2026-08-03
HSCZ
-39.56%ISHARES TR
Shares154.5K
Event2026-06-30
Filed2026-08-03
QGRO
17.46%AMERICAN CENTY ETF TR
Shares55.7K
Event2026-06-30
Filed2026-08-03
TBIL
165.63%RBB FD INC
Shares131.9K
Event2026-06-30
Filed2026-08-03
ZMAY
12788.83%INNOVATOR ETFS TRUST
Shares252.8K
Event2026-06-30
Filed2026-08-03
VWO
8.69%VANGUARD INTL EQUITY INDEX F
Shares109.4K
Event2026-06-30
Filed2026-08-03
APPLOVIN CORP
19.25%APPLOVIN CORP
Shares12.7K
Event2026-06-30
Filed2026-08-03
SPHY
-16.50%SPDR SERIES TRUST
Shares278.1K
Event2026-06-30
Filed2026-08-03
TJX
6.93%TJX COS INC NEW
Shares43.0K
Event2026-06-30
Filed2026-08-03
NEM
-3.24%NEWMONT CORP
Shares69.4K
Event2026-06-30
Filed2026-08-03
ISRG
-23.49%INTUITIVE SURGICAL INC
Shares16.1K
Event2026-06-30
Filed2026-08-03
BSV
0.49%VANGUARD BD INDEX FDS
Shares82.0K
Event2026-06-30
Filed2026-08-03
RWL
2.44%INVESCO EXCH TRADED FD TR II
Shares49.9K
Event2026-06-30
Filed2026-08-03
JCPI
19.46%J P MORGAN EXCHANGE TRADED F
Shares133.1K
Event2026-06-30
Filed2026-08-03
FBCG
126.15%FIDELITY COVINGTON TRUST
Shares102.2K
Event2026-06-30
Filed2026-08-03
SCSB
-1.72%STERLING CAP FDS
Shares254.2K
Event2026-06-30
Filed2026-08-03
FLV
28.00%AMERICAN CENTY ETF TR
Shares77.3K
Event2026-06-30
Filed2026-08-03
ALL
29.69%ALLSTATE CORP
Shares26.1K
Event2026-06-30
Filed2026-08-03
SPYC
-25.62%SIMPLIFY EXCHANGE TRADED FUN
Shares135.7K
Event2026-06-30
Filed2026-08-03
DELL
5.75%DELL TECHNOLOGIES INC
Shares14.0K
Event2026-06-30
Filed2026-08-03
ARES CAPITAL CORP
16.48%ARES CAPITAL CORP
Shares324.4K
Event2026-06-30
Filed2026-08-03
QQQM
12.98%INVESCO EXCH TRADED FD TR II
Shares19.8K
Event2026-06-30
Filed2026-08-03
ANGL
3.74%VANECK ETF TRUST
Shares205.4K
Event2026-06-30
Filed2026-08-03
UXJA
250382.54%FIRST TR EXCHNG TRADED FD VI
Shares157.8K
Event2026-06-30
Filed2026-08-03
VO
323.17%VANGUARD INDEX FDS
Shares73.9K
Event2026-06-30
Filed2026-08-03
IAU
20.04%ISHARES GOLD TR
Shares78.8K
Event2026-06-30
Filed2026-08-03
SDIV
0.70%GLOBAL X FDS
Shares242.6K
Event2026-06-30
Filed2026-08-03
ORLY
14.63%OREILLY AUTOMOTIVE INC
Shares64.2K
Event2026-06-30
Filed2026-08-03
SPYD
6.33%SPDR SERIES TRUST
Shares123.3K
Event2026-06-30
Filed2026-08-03
BNDX
-48.36%VANGUARD CHARLOTTE FDS
Shares121.3K
Event2026-06-30
Filed2026-08-03
ETN
-48.90%EATON CORP PLC
Shares13.7K
Event2026-06-30
Filed2026-08-03
PAYH
-21.79%ELEVATION SERIES TRUST
Shares233.7K
Event2026-06-30
Filed2026-08-03
PDI
1.96%PIMCO DYNAMIC INCOME FD
Shares345.0K
Event2026-06-30
Filed2026-08-03
AVEM
-23.66%AMERICAN CENTY ETF TR
Shares59.5K
Event2026-06-30
Filed2026-08-03
ASML
-16.65%ASML HLDG NV
Shares2.9K
Event2026-06-30
Filed2026-08-03
IWO
1.70%ISHARES TR
Shares14.4K
Event2026-06-30
Filed2026-08-03
PSTP
16.97%INNOVATOR ETFS TRUST
Shares154.3K
Event2026-06-30
Filed2026-08-03
DUK
8.42%DUKE ENERGY CORP NEW
Shares44.4K
Event2026-06-30
Filed2026-08-03
ISHARES TR
-4.53%ISHARES TR
Shares56.8K
Event2026-06-30
Filed2026-08-03
P
6.06%EVERPURE INC
Shares71.3K
Event2026-06-30
Filed2026-08-03
JAJL
-13.21%INNOVATOR ETFS TRUST
Shares187.8K
Event2026-06-30
Filed2026-08-03
GAEM
6.97%SIMPLIFY EXCHANGE TRADED FUN
Shares207.0K
Event2026-06-30
Filed2026-08-03
EA
1332.26%ELECTRONIC ARTS INC
Shares27.0K
Event2026-06-30
Filed2026-08-03
SPMD
10.00%SPDR SERIES TRUST
Shares80.8K
Event2026-06-30
Filed2026-08-03
TRAVELERS COMPANIES INC
-36.55%TRAVELERS COMPANIES INC
Shares16.5K
Event2026-06-30
Filed2026-08-03
XMMO
19.93%INVESCO EXCHANGE TRADED FD T
Shares32.1K
Event2026-06-30
Filed2026-08-03
ICE
-68.71%INTERCONTINENTAL EXCHANGE IN
Shares44.2K
Event2026-06-30
Filed2026-08-03
PSQA
8.99%PALMER SQUARE FUNDS TR
Shares264.7K
Event2026-06-30
Filed2026-08-03
VST
5.82%VISTRA CORP
Shares34.1K
Event2026-06-30
Filed2026-08-03
IXUS
7.32%ISHARES TR
Shares56.6K
Event2026-06-30
Filed2026-08-03
SPAB
1.09%SPDR SERIES TRUST
Shares211.6K
Event2026-06-30
Filed2026-08-03
SPBX
36.80%AIM ETF PRODUCTS TRUST
Shares184.4K
Event2026-06-30
Filed2026-08-03
ONEH
3.72%ELEVATION SERIES TRUST
Shares213.6K
Event2026-06-30
Filed2026-08-03
VB
5.77%VANGUARD INDEX FDS
Shares17.3K
Event2026-06-30
Filed2026-08-03
NWSA
NewNEWS CORP NEW
Shares207.4K
Event2026-06-30
Filed2026-08-03
MGC
244.74%VANGUARD WORLD FD
Shares18.8K
Event2026-06-30
Filed2026-08-03
SCHF
-79.92%SCHWAB STRATEGIC TR
Shares185.4K
Event2026-06-30
Filed2026-08-03
DE
7.80%DEERE & CO
Shares8.1K
Event2026-06-30
Filed2026-08-03
XLG
257.27%INVESCO EXCHANGE TRADED FD T
Shares83.1K
Event2026-06-30
Filed2026-08-03
PTL
8.26%NORTHERN LTS FD TR IV
Shares17.7K
Event2026-06-30
Filed2026-08-03
SLV
15.49%ISHARES SILVER TR
Shares94.3K
Event2026-06-30
Filed2026-08-03
SPLS
-1.23%PIMCO ETF TR
Shares92.5K
Event2026-06-30
Filed2026-08-03
OKTA
2.36%OKTA INC
Shares36.8K
Event2026-06-30
Filed2026-08-03
AVDE
50.05%AMERICAN CENTY ETF TR
Shares55.7K
Event2026-06-30
Filed2026-08-03
PAYX
17.56%PAYCHEX INC
Shares50.0K
Event2026-06-30
Filed2026-08-03
FLOT
-0.83%ISHARES TR
Shares96.3K
Event2026-06-30
Filed2026-08-03
FTCS
2.49%FIRST TR EXCHANGE-TRADED FD
Shares52.2K
Event2026-06-30
Filed2026-08-03
VNQ
172.54%VANGUARD INDEX FDS
Shares50.9K
Event2026-06-30
Filed2026-08-03
GRID
51.27%FIRST TR EXCHANGE-TRADED FD
Shares25.6K
Event2026-06-30
Filed2026-08-03
PNC
8.19%PNC FINL SVCS GROUP INC
Shares19.5K
Event2026-06-30
Filed2026-08-03
NDAQ
2.46%NASDAQ INC
Shares60.6K
Event2026-06-30
Filed2026-08-03
NHC
0.01%NATIONAL HEALTHCARE CORP
Shares22.3K
Event2026-06-30
Filed2026-08-03
DFAR
3.71%DIMENSIONAL ETF TRUST
Shares178.6K
Event2026-06-30
Filed2026-08-03
FIXD
92.28%FIRST TR EXCHNG TRADED FD VI
Shares106.0K
Event2026-06-30
Filed2026-08-03
BA
-0.95%BOEING CO
Shares21.3K
Event2026-06-30
Filed2026-08-03
SNDK
22.76%SANDISK CORP
Shares2.0K
Event2026-06-30
Filed2026-08-03
MCK
-27.14%MCKESSON CORP
Shares6.1K
Event2026-06-30
Filed2026-08-03
FDLS
16.48%NORTHERN LTS FD TR IV
Shares108.2K
Event2026-06-30
Filed2026-08-03
UBER
5.95%UBER TECHNOLOGIES INC
Shares63.0K
Event2026-06-30
Filed2026-08-03
S&P GLOBAL INC
-84.66%S&P GLOBAL INC
Shares11.1K
Event2026-06-30
Filed2026-08-03
LOW
-4.15%LOWES COS INC
Shares20.2K
Event2026-06-30
Filed2026-08-03
AWK
19.85%AMERICAN WTR WKS CO INC NEW
Shares33.9K
Event2026-06-30
Filed2026-08-03
GLW
8.37%CORNING INC
Shares17.4K
Event2026-06-30
Filed2026-08-03
KHC
22.04%KRAFT HEINZ CO
Shares187.5K
Event2026-06-30
Filed2026-08-03
PGR
95.76%PROGRESSIVE CORP
Shares20.3K
Event2026-06-30
Filed2026-08-03
BJ
18.48%BJS WHSL CLUB HLDGS INC
Shares50.5K
Event2026-06-30
Filed2026-08-03
EMHY
6.01%ISHARES INC
Shares108.2K
Event2026-06-30
Filed2026-08-03
ITOT
8.35%ISHARES TR
Shares26.7K
Event2026-06-30
Filed2026-08-03
IJR
-7.47%ISHARES TR
Shares29.6K
Event2026-06-30
Filed2026-08-03
AIRR
7.59%FIRST TR EXCHANGE TRADED FD
Shares32.8K
Event2026-06-30
Filed2026-08-03
FVD
-12.56%FIRST TR EXCHANGE-TRADED FD
Shares90.7K
Event2026-06-30
Filed2026-08-03
JPLD
3.53%J P MORGAN EXCHANGE TRADED F
Shares83.6K
Event2026-06-30
Filed2026-08-03
BEN
12.05%FRANKLIN RESOURCES INC
Shares130.8K
Event2026-06-30
Filed2026-08-03
MANH
11.78%MANHATTAN ASSOCIATES INC
Shares31.2K
Event2026-06-30
Filed2026-08-03
XPO
4.98%XPO INC
Shares21.2K
Event2026-06-30
Filed2026-08-03
HYEM
6.36%VANECK ETF TRUST
Shares216.0K
Event2026-06-30
Filed2026-08-03
IBIT
3.45%ISHARES BITCOIN TRUST ETF
Shares129.9K
Event2026-06-30
Filed2026-08-03
WASTE MGMT INC DEL
-10.47%WASTE MGMT INC DEL
Shares19.2K
Event2026-06-30
Filed2026-08-03
ABT
5.05%ABBOTT LABORATORIES
Shares46.9K
Event2026-06-30
Filed2026-08-03
CEF
-10.83%SPROTT ASSET MANAGEMENT LP
Shares105.4K
Event2026-06-30
Filed2026-08-03
AUGU
4.26%AIM ETF PRODUCTS TRUST
Shares133.1K
Event2026-06-30
Filed2026-08-03
BWA
495.05%BORGWARNER INC
Shares63.2K
Event2026-06-30
Filed2026-08-03
XLV
71.10%SELECT SECTOR SPDR TR
Shares26.3K
Event2026-06-30
Filed2026-08-03
SLB
12.24%SLB LIMITED
Shares89.3K
Event2026-06-30
Filed2026-08-03
DIA
-43.12%STATE STR SPDR DOW JONES IND
Shares7.9K
Event2026-06-30
Filed2026-08-03
BKLN
10.07%INVESCO EXCH TRADED FD TR II
Shares202.3K
Event2026-06-30
Filed2026-08-03
QINT
49.50%AMERICAN CENTY ETF TR
Shares59.3K
Event2026-06-30
Filed2026-08-03
HARD
14.83%SIMPLIFY EXCHANGE TRADED FUN
Shares137.8K
Event2026-06-30
Filed2026-08-03
ICVT
-14.02%ISHARES TR
Shares33.5K
Event2026-06-30
Filed2026-08-03
FTGS
12.19%FIRST TR EXCHANGE-TRADED FD
Shares107.8K
Event2026-06-30
Filed2026-08-03
IWB
32.31%ISHARES TR
Shares9.7K
Event2026-06-30
Filed2026-08-03
RULE
-1.62%COLLABORATIVE INVESTMNT SER
Shares115.5K
Event2026-06-30
Filed2026-08-03
EUHY
25.09%ISHARES INC
Shares73.4K
Event2026-06-30
Filed2026-08-03
SCHW
-10.86%SCHWAB CHARLES CORP
Shares42.7K
Event2026-06-30
Filed2026-08-03
JCPB
23.61%J P MORGAN EXCHANGE TRADED F
Shares83.1K
Event2026-06-30
Filed2026-08-03
SOXX
29.99%ISHARES TR
Shares6.1K
Event2026-06-30
Filed2026-08-03
LMT
7.80%LOCKHEED MARTIN CORP
Shares7.6K
Event2026-06-30
Filed2026-08-03
YMAG
10.61%TIDAL TRUST II
Shares337.8K
Event2026-06-30
Filed2026-08-03
IWN
14.43%ISHARES TR
Shares17.5K
Event2026-06-30
Filed2026-08-03
IWD
7.01%ISHARES TR
Shares15.9K
Event2026-06-30
Filed2026-08-03
CHRD
27.82%CHORD ENERGY CORPORATION
Shares33.7K
Event2026-06-30
Filed2026-08-03
TOL
11.34%TOLL BROTHERS INC
Shares23.4K
Event2026-06-30
Filed2026-08-03
XTWY
-2.72%BONDBLOXX ETF TRUST
Shares102.1K
Event2026-06-30
Filed2026-08-03
SMR
1496.45%NUSCALE PWR CORP
Shares381.4K
Event2026-06-30
Filed2026-08-03
SCHP
-34.94%SCHWAB STRATEGIC TR
Shares143.7K
Event2026-06-30
Filed2026-08-03
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available