Sponsored

The Analysis of D.A. DAVIDSON & CO.'s Holdings & P&L

Currently, D.A. DAVIDSON & CO. holds 1579 types of securities in its portfolio with a total value $18.1B. In the most recent quarter, they have increased their positions in VUG (+9.1M shares, valued at $785.3M), IWF (+1.1M shares, valued at $138.0M), VO (+344.6K shares, valued at $27.8M); decreased their positions in CMI (-30.3K shares, valued at $21.6M), N/A (-51.3K shares, valued at $19.4M), QQQ (-20.5K shares, valued at $15.1M); initiated new positions in N/A (+65.2K shares, valued at $11.1M), N/A (+37.6K shares, valued at $8.3M), HGER (+148.0K shares, valued at $4.3M).

1M P&L

+480.4M+3.23%

3M P&L

+405.0M+2.71%

HY P&L

-3.9B-20.06%

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/A9.3B

60.9%

2Drug Manufacturers - General503.5M

3.3%

3Semiconductors499.9M

3.3%

Top Industries by Stock Count

1N/A681 stocks

46.6%

2Banks - Regional38 stocks

2.6%

3Asset Management33 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS5.7M shares1.36%2026-06-302026-07-24

VUG VANGUARD INDEX FDS10.9M shares503.35%2026-06-302026-07-24

IXUS ISHARES TR7.9M shares1.93%2026-06-302026-07-24

ISHARES TR ISHARES TR5.3M shares2.48%2026-06-302026-07-24

AAPL APPLE INC1.5M shares-1.51%2026-06-302026-07-24

MSFT MICROSOFT CORP888.8K shares0.43%2026-06-302026-07-24

IWN ISHARES TR1.3M shares0.63%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS3.5M shares-1.19%2026-06-302026-07-24

Sponsored

BROADCOM INC BROADCOM INC663.0K shares-7.18%2026-06-302026-07-24

SPIB SPDR SERIES TRUST6.7M shares2.91%2026-06-302026-07-24

IWO ISHARES TR550.3K shares1.03%2026-06-302026-07-24

NVDA NVIDIA CORPORATION1.1M shares-0.20%2026-06-302026-07-24

AMZN AMAZON COM INC784.5K shares1.07%2026-06-302026-07-24

IWF ISHARES TR1.5M shares293.69%2026-06-302026-07-24

CGDV CAPITAL GROUP DIVIDEND VALUE3.7M shares2.54%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION188.8K shares-0.32%2026-06-302026-07-24

Sponsored

VOO VANGUARD INDEX FDS255.7K shares-3.61%2026-06-302026-07-24

CMI CUMMINS INC241.2K shares-11.16%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION885.8K shares-1.08%2026-06-302026-07-24

IJJ ISHARES TR1.1M shares3.80%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON616.1K shares-7.18%2026-06-302026-07-24

GOOGL ALPHABET INC436.4K shares-0.20%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL305.4K shares2.89%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS408.8K shares0.29%2026-06-302026-07-24

Sponsored

IJK ISHARES TR1.3M shares2.04%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS868.3K shares-0.02%2026-06-302026-07-24

ISHARES TR ISHARES TR182.7K shares3.68%2026-06-302026-07-24

QUAL ISHARES TR615.7K shares1.66%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO392.9K shares-1.39%2026-06-302026-07-24

VISA INC VISA INC362.2K shares0.62%2026-06-302026-07-24

QQQ INVESCO QQQ TR162.4K shares-11.22%2026-06-302026-07-24

VWO VANGUARD INTL EQUITY INDEX F2.0M shares-0.03%2026-06-302026-07-24

Sponsored

PRF INVESCO EXCHANGE TRADED FD T2.2M shares3.16%2026-06-302026-07-24

CHUBB LIMITED CHUBB LIMITED338.7K shares-6.95%2026-06-302026-07-24

GOOG ALPHABET INC317.0K shares-6.00%2026-06-302026-07-24

DFAX DIMENSIONAL ETF TRUST2.8M shares0.26%2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC1.0M shares1.39%2026-06-302026-07-24

ADP AUTOMATIC DATA PROCESSING IN379.6K shares-12.66%2026-06-302026-07-24

BSV VANGUARD BD INDEX FDS1.1M shares2.13%2026-06-302026-07-24

CAT CATERPILLAR INC77.7K shares-3.33%2026-06-302026-07-24

Sponsored

S&P GLOBAL INC S&P GLOBAL INC199.0K shares1.23%2026-06-302026-07-24

RDVY FIRST TR EXCHANGE TRADED FD977.1K shares2.57%2026-06-302026-07-24

AMGN AMGEN INC212.3K shares-12.10%2026-06-302026-07-24

PFE PFIZER INC3.1M shares-2.68%2026-06-302026-07-24

FTHI FIRST TR EXCHANGE TRADED FD3.1M shares3.83%2026-06-302026-07-24

QCOM QUALCOMM INC394.2K shares-14.13%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T96.4K shares-4.98%2026-06-302026-07-24

PLD PROLOGIS INC.527.5K shares-6.92%2026-06-302026-07-24

Sponsored

SGOV ISHARES TR708.4K shares-0.64%2026-06-302026-07-24

MRK MERCK & CO INC552.0K shares-3.60%2026-06-302026-07-24

LLY ELI LILLY & CO55.9K shares6.49%2026-06-302026-07-24

PEP PEPSICO INC491.9K shares-6.12%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC56.3K shares-10.48%2026-06-302026-07-24

VXUS VANGUARD STAR FDS760.2K shares-2.27%2026-06-302026-07-24

CVX CHEVRON CORPORATION390.7K shares-6.09%2026-06-302026-07-24

LOW LOWES COS INC292.5K shares2.03%2026-06-302026-07-24

Sponsored

SCHD SCHWAB STRATEGIC TR2.0M shares-0.10%2026-06-302026-07-24

ABBVIE INC ABBVIE INC243.7K shares-10.60%2026-06-302026-07-24

ECL ECOLAB INC217.3K shares2.51%2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC57.4K shares-0.59%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS243.9K shares-0.46%2026-06-302026-07-24

RLY SSGA ACTIVE ETF TR1.6M shares4.86%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP397.7K shares-5.33%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS185.1K shares4.10%2026-06-302026-07-24

Sponsored

META PLATFORMS INC META PLATFORMS INC92.4K shares-4.34%2026-06-302026-07-24

WMT WALMART INC432.3K shares-2.62%2026-06-302026-07-24

BA BOEING CO222.2K shares4.89%2026-06-302026-07-24

DE DEERE & CO73.6K shares-8.62%2026-06-302026-07-24

BRK.A BERKSHIRE HATHAWAY INC DEL58 shares-1.69%2026-06-302026-07-24

TNGY TORTOISE CAPITAL SERIES TRUS4.3M shares2.59%2026-06-302026-07-24

UNP UNION PAC CORP154.6K shares7.60%2026-06-302026-07-24

COWZ PACER FDS TR675.1K shares-0.55%2026-06-302026-07-24

Sponsored

TSLA TESLA INC99.3K shares2.24%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC346.0K shares-25.05%2026-06-302026-07-24

RSP INVESCO EXCHANGE TRADED FD T190.7K shares-0.69%2026-06-302026-07-24

VB VANGUARD INDEX FDS132.2K shares-2.34%2026-06-302026-07-24

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND319.8K shares4.80%2026-06-302026-07-24

BIL SPDR SERIES TRUST430.8K shares-4.47%2026-06-302026-07-24

SCHW SCHWAB CHARLES CORP424.8K shares-1.28%2026-06-302026-07-24

CGGR CAPITAL GROUP GROWTH ETF808.8K shares-10.70%2026-06-302026-07-24

Sponsored

MCD MCDONALDS CORP138.5K shares-1.39%2026-06-302026-07-24

VONG VANGUARD SCOTTSDALE FDS288.9K shares3.46%2026-06-302026-07-24

SDVY FIRST TR EXCHANGE TRADED FD850.0K shares15.34%2026-06-302026-07-24

ESGD ISHARES TR356.4K shares0.94%2026-06-302026-07-24

VO VANGUARD INDEX FDS452.4K shares319.92%2026-06-302026-07-24

IWR ISHARES TR321.9K shares0.32%2026-06-302026-07-24

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC85.0K shares7.52%2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC48.9K shares-17.50%2026-06-302026-07-24

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC72.9K shares-1.54%2026-06-302026-07-24

IWM ISHARES TR112.3K shares-4.51%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC57.7K shares27.48%2026-06-302026-07-24

CGGO CAPITAL GROUP GBL GROWTH EQT768.5K shares-0.92%2026-06-302026-07-24

LRCX LAM RESEARCH CORP75.0K shares-6.77%2026-06-302026-07-24

SERVICENOW INC SERVICENOW INC327.3K shares7.51%2026-06-302026-07-24

EUSA ISHARES INC284.4K shares-3.76%2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC42.4K shares-3.20%2026-06-302026-07-24

Sponsored

GLD SPDR GOLD TR86.7K shares-6.71%2026-06-302026-07-24

PYLD PIMCO ETF TR1.2M shares6.74%2026-06-302026-07-24

PG PROCTER & GAMBLE CO205.8K shares-1.56%2026-06-302026-07-24

QUANTA SVCS INC QUANTA SVCS INC41.6K shares-6.35%2026-06-302026-07-24

FV FIRST TR EXCHANGE TRADED FD393.6K shares-1.22%2026-06-302026-07-24

JBND J P MORGAN EXCHANGE TRADED F553.4K shares2.81%2026-06-302026-07-24

UMH UMH PPTYS INC1.9M shares9.70%2026-06-302026-07-24

EFA ISHARES TR279.6K shares2.44%2026-06-302026-07-24

Sponsored

SYK STRYKER CORPORATION92.2K shares6.08%2026-06-302026-07-24

JCPB J P MORGAN EXCHANGE TRADED F618.0K shares14.36%2026-06-302026-07-24

GD GENERAL DYNAMICS CORP79.9K shares-5.78%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC667.3K shares2.90%2026-06-302026-07-24

CGXU CAPITAL GROUP INTL FOCUS EQT801.6K shares7.90%2026-06-302026-07-24

USB US BANCORP457.4K shares1.50%2026-06-302026-07-24

DUK DUKE ENERGY CORP NEW217.9K shares-14.24%2026-06-302026-07-24

IJR ISHARES TR183.8K shares-4.80%2026-06-302026-07-24

Sponsored

HD HOME DEPOT INC77.1K shares-10.73%2026-06-302026-07-24

MRVL MARVELL TECHNOLOGY INC91.1K shares-4.48%2026-06-302026-07-24

BAC BANK OF AMER CORP470.9K shares0.64%2026-06-302026-07-24

JPIE J P MORGAN EXCHANGE TRADED F582.1K shares5.46%2026-06-302026-07-24

MO ALTRIA GROUP INC372.1K shares2.02%2026-06-302026-07-24

MGK VANGUARD WORLD FD302.2K shares262.91%2026-06-302026-07-24

FTCS FIRST TR EXCHANGE-TRADED FD278.4K shares-0.52%2026-06-302026-07-24

BND VANGUARD BD INDEX FDS355.8K shares1.56%2026-06-302026-07-24

Sponsored

DFAI DIMENSIONAL ETF TRUST627.9K shares5.90%2026-06-302026-07-24

CGUS CAPITAL GROUP CORE EQUITY ET581.6K shares4.02%2026-06-302026-07-24

NVS NOVARTIS AG163.0K shares-23.40%2026-06-302026-07-24

IJH ISHARES TR323.3K shares-1.50%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC73.0K shares0.85%2026-06-302026-07-24

CGCB CAPITAL GRP FIXED INCM ETF T923.5K shares10.77%2026-06-302026-07-24

CGIC CAPITAL GROUP INTERNATIONAL663.1K shares19.44%2026-06-302026-07-24

FVD FIRST TR EXCHANGE-TRADED FD500.8K shares-0.15%2026-06-302026-07-24

Sponsored

DIS DISNEY WALT CO248.0K shares-3.58%2026-06-302026-07-24

INTC INTEL CORP170.9K shares-11.06%2026-06-302026-07-24

FEGE RBB FUND TRUST481.4K shares12.72%2026-06-302026-07-24

KO COCA COLA CO280.1K shares-2.69%2026-06-302026-07-24

EOG EOG RES INC175.4K shares-17.04%2026-06-302026-07-24

DGRW WISDOMTREE TR237.3K shares2.02%2026-06-302026-07-24

FDL FIRST TR EXCHANGE-TRADED FD464.2K shares5.13%2026-06-302026-07-24

CGCP CAPITAL GRP FIXED INCM ETF T983.3K shares9.08%2026-06-302026-07-24

Sponsored

CVS CVS HEALTH CORP209.8K shares1.66%2026-06-302026-07-24

DFAT DIMENSIONAL ETF TRUST305.3K shares20.66%2026-06-302026-07-24

GLW CORNING INC83.5K shares9.36%2026-06-302026-07-24

WASTE MGMT INC DEL WASTE MGMT INC DEL91.9K shares-11.99%2026-06-302026-07-24

SHOP SHOPIFY INC178.5K shares-5.10%2026-06-302026-07-24

ADSK AUTODESK INC104.6K shares-3.41%2026-06-302026-07-24

CALF PACER FDS TR399.9K shares-4.83%2026-06-302026-07-24

EVSD MORGAN STANLEY ETF TRUST397.7K shares9.83%2026-06-302026-07-24

Sponsored

XLK SELECT SECTOR SPDR TR106.0K shares5.95%2026-06-302026-07-24

FREEPORT MCMORAN INC FREEPORT MCMORAN INC321.1K shares7.22%2026-06-302026-07-24

DLN WISDOMTREE TR209.6K shares-1.76%2026-06-302026-07-24

KMI KINDER MORGAN INC DEL628.7K shares-4.49%2026-06-302026-07-24

ORACLE CORP ORACLE CORP135.7K shares6.15%2026-06-302026-07-24

PNC PNC FINL SVCS GROUP INC80.2K shares-31.00%2026-06-302026-07-24

IBTK ISHARES TR1.0M shares9.46%2026-06-302026-07-24

VMI VALMONT INDS INC33.9K shares0.28%2026-06-302026-07-24

Sponsored

TCAF T ROWE PRICE EXCHANGE-TRADED471.1K shares-3.11%2026-06-302026-07-24

LMT LOCKHEED MARTIN CORP37.8K shares5.99%2026-06-302026-07-24

WCC WESCO INTL INC55.3K shares-2.21%2026-06-302026-07-24

WFC WELLS FARGO & CO230.6K shares5.31%2026-06-302026-07-24

GE GE AEROSPACE50.7K shares13.57%2026-06-302026-07-24

VBR VANGUARD INDEX FDS77.5K shares-2.45%2026-06-302026-07-24

MASTERCARD INCORPORATED MASTERCARD INCORPORATED36.7K shares0.83%2026-06-302026-07-24

BMY BRISTOL-MYERS SQUIBB CO325.1K shares7.42%2026-06-302026-07-24

Sponsored

EMR EMERSON ELEC CO129.6K shares-2.21%2026-06-302026-07-24

ALPS ETF TR ALPS ETF TR356.3K shares-2.87%2026-06-302026-07-24

FDVV FIDELITY COVINGTON TRUST300.3K shares-4.71%2026-06-302026-07-24

FBND FIDELITY MERRIMACK STR TR395.9K shares8.42%2026-06-302026-07-24

EPD ENTERPRISE PRODS PARTNERS L489.6K shares2.73%2026-06-302026-07-24

TDIV FIRST TR EXCHANGE TRADED FD156.6K shares-1.06%2026-06-302026-07-24

COF CAPITAL ONE FINL CORP88.9K shares19.09%2026-06-302026-07-24

3M CO 3M CO109.7K shares-0.12%2026-06-302026-07-24

Sponsored

CSX CSX CORP372.4K shares-0.72%2026-06-302026-07-24

BX BLACKSTONE INC150.3K shares4.70%2026-06-302026-07-24

SNOWFLAKE INC SNOWFLAKE INC69.2K shares3.30%2026-06-302026-07-24

SBUX STARBUCKS CORP170.6K shares-5.97%2026-06-302026-07-24

JGRO J P MORGAN EXCHANGE TRADED F174.1K shares-4.92%2026-06-302026-07-24

GEV GE VERNOVA INC14.6K shares0.53%2026-06-302026-07-24

COP CONOCOPHILLIPS164.3K shares4.39%2026-06-302026-07-24

PCAR PACCAR INC142.0K shares-6.08%2026-06-302026-07-24

Sponsored

EVTR MORGAN STANLEY ETF TRUST336.0K shares15.22%2026-06-302026-07-24

XLE SELECT SECTOR SPDR TR318.4K shares3.95%2026-06-302026-07-24

OKE ONEOK INC NEW194.3K shares9.83%2026-06-302026-07-24

TXUE THORNBURG ETF TR486.7K shares3.99%2026-06-302026-07-24

UPS UNITED PARCEL SVCS INC154.7K shares-3.94%2026-06-302026-07-24

PSX PHILLIPS 6696.3K shares-1.23%2026-06-302026-07-24

LIN LINDE PLC31.2K shares-0.42%2026-06-302026-07-24

DHI D R HORTON INC99.4K shares-1.19%2026-06-302026-07-24

Sponsored

CCD CALAMOS DYNAMIC CONV & INCOM625.2K shares0.44%2026-06-302026-07-24

VV VANGUARD INDEX FDS46.6K shares2.24%2026-06-302026-07-24

SCHG SCHWAB STRATEGIC TR472.0K shares1.24%2026-06-302026-07-24

SYY SYSCO CORP191.0K shares-10.52%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC88.0K shares5.62%2026-06-302026-07-24

JEPI J P MORGAN EXCHANGE TRADED F276.3K shares-0.54%2026-06-302026-07-24

VXF VANGUARD INDEX FDS62.8K shares-1.99%2026-06-302026-07-24

VEU VANGUARD INTL EQUITY INDEX F181.9K shares1.53%2026-06-302026-07-24

Sponsored

BKLN INVESCO EXCH TRADED FD TR II738.9K shares9.49%2026-06-302026-07-24

GRNY TIDAL TRUST I544.3K shares10.54%2026-06-302026-07-24

CIBR FIRST TR EXCHANGE-TRADED FD166.8K shares25.20%2026-06-302026-07-24

CHI CALAMOS CONV OPPORTUNITIES &1.1M shares0.74%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.207.8K shares-0.67%2026-06-302026-07-24

VGT VANGUARD WORLD FD123.8K shares722.21%2026-06-302026-07-24

IUSB ISHARES TR313.8K shares-3.80%2026-06-302026-07-24

MS MORGAN STANLEY69.2K shares-0.38%2026-06-302026-07-24

Sponsored

FXR FIRST TR EXCHANGE-TRADED FD158.0K shares28.79%2026-06-302026-07-24

ROK ROCKWELL AUTOMATION INC28.9K shares-0.68%2026-06-302026-07-24

PRU PRUDENTIAL FINL INC132.4K shares2.50%2026-06-302026-07-24

IGIB ISHARES TR267.9K shares2.20%2026-06-302026-07-24

MEDTRONIC PLC MEDTRONIC PLC180.6K shares1.12%2026-06-302026-07-24

USMV ISHARES TR145.6K shares3.98%2026-06-302026-07-24

YEAR AB ACTIVE ETFS INC277.6K shares-0.43%2026-06-302026-07-24

TCHP T ROWE PRICE EXCHANGE-TRADED276.1K shares4.73%2026-06-302026-07-24

Sponsored

ABT ABBOTT LABORATORIES148.2K shares-20.65%2026-06-302026-07-24

IVOO VANGUARD ADMIRAL FDS INC101.5K shares-3.58%2026-06-302026-07-24

O REALTY INCOME CORP211.2K shares-23.82%2026-06-302026-07-24

FTGS FIRST TR EXCHANGE-TRADED FD350.5K shares0.09%2026-06-302026-07-24

CGBL CAPITAL GROUP CORE BALANCED338.7K shares-3.97%2026-06-302026-07-24

TGT TARGET CORP97.4K shares-23.01%2026-06-302026-07-24

FBCG FIDELITY COVINGTON TRUST204.0K shares42.99%2026-06-302026-07-24

GVAL CAMBRIA ETF TR351.4K shares50.13%2026-06-302026-07-24

Sponsored

MTUM ISHARES TR36.9K shares4.13%2026-06-302026-07-24

BLK BLACKROCK INC13.1K shares11.57%2026-06-302026-07-24

QMOM EA SERIES TRUST158.8K shares42.71%2026-06-302026-07-24

BOND PIMCO ETF TR135.6K shares15.18%2026-06-302026-07-24

VOT VANGUARD INDEX FDS40.8K shares-17.64%2026-06-302026-07-24

ETN EATON CORP PLC28.8K shares-0.82%2026-06-302026-07-24

CSRE COHEN & STEERS ETF TRUST430.7K shares7.60%2026-06-302026-07-24

GRID FIRST TR EXCHANGE-TRADED FD63.6K shares12.67%2026-06-302026-07-24

Sponsored

ALK ALASKA AIR GROUP INC233.4K shares10.60%2026-06-302026-07-24

BBLU EA SERIES TRUST738.3K shares47.68%2026-06-302026-07-24

C CITIGROUP INC87.0K shares26.51%2026-06-302026-07-24

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GBDC GOLUB CAP BDC INC331.2K shares5.39%2026-06-302026-07-24

IJT ISHARES TR23.9K shares220.00%2026-06-302026-07-24

SIL GLOBAL X FDS55.0K shares9.70%2026-06-302026-07-24

RVT ROYCE SMALL CAP TRUST INC230.5K shares-1.89%2026-06-302026-07-24

BROS DUTCH BROS INC59.1K shares3.65%2026-06-302026-07-24

AEE AMEREN CORP37.5K shares-0.40%2026-06-302026-07-24

FXZ FIRST TR EXCHANGE-TRADED FD53.3K shares-1.33%2026-06-302026-07-24

Sponsored

COIN COINBASE GLOBAL INC29.0K shares2.58%2026-06-302026-07-24

NOC NORTHROP GRUMMAN CORP8.3K shares28.47%2026-06-302026-07-24

WSO WATSCO INC10.1K shares2.57%2026-06-302026-07-24

HWM HOWMET AEROSPACE INC15.5K shares0.42%2026-06-302026-07-24

MCK MCKESSON CORP5.5K shares8.43%2026-06-302026-07-24

DBEF DBX ETF TR76.1K shares0.15%2026-06-302026-07-24

EXTR EXTREME NETWORKS INC128.0K shares-5.19%2026-06-302026-07-24

JNK SPDR SERIES TRUST42.9K shares5.99%2026-06-302026-07-24

Sponsored

SLYG SPDR SERIES TRUST34.6K shares-8.25%2026-06-302026-07-24

CCK CROWN HLDGS INC36.9K shares16.37%2026-06-302026-07-24

ETprI ENERGY TRANSFER L P357.5K shares-0.80%2026-06-302026-07-24

FANG DIAMONDBACK ENERGY INC23.2K shares-29.64%2026-06-302026-07-24

QTEC FIRST TR EXCHANGE-TRADED FD12.2K shares-13.12%2026-06-302026-07-24

CHD CHURCH & DWIGHT CO INC41.9K shares-0.90%2026-06-302026-07-24

RDNT RADNET INC65.7K shares0.13%2026-06-302026-07-24

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC29.1K shares-0.61%2026-06-302026-07-24

Sponsored

ILMN ILLUMINA INC23.0K sharesnew addition2026-06-302026-07-24

TEL TE CONNECTIVITY PLC20.0K shares-0.10%2026-06-302026-07-24

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR88.3K shares-12.37%2026-06-302026-07-24

BBY BEST BUY INC52.4K shares8.35%2026-06-302026-07-24

AEM AGNICO EAGLE MINES LTD25.6K shares-29.36%2026-06-302026-07-24

VTIP VANGUARD MALVERN FDS78.7K shares34.12%2026-06-302026-07-24

DOMINOS PIZZA INC DOMINOS PIZZA INC13.3K shares32.51%2026-06-302026-07-24

IDV ISHARES TR94.9K shares-50.37%2026-06-302026-07-24

Sponsored

SCCO SOUTHERN COPPER CORP22.5K shares1.09%2026-06-302026-07-24

IUSG ISHARES TR20.8K shares-38.43%2026-06-302026-07-24

MET METLIFE INC46.1K shares2.42%2026-06-302026-07-24

RONB BARON ETF TR159.0K sharesnew addition2026-06-302026-07-24

VTV

VANGUARD INDEX FDS

1.36%

Shares5.7M

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

503.35%

Shares10.9M

Event2026-06-30

Filed2026-07-24

IXUS

ISHARES TR

1.93%

Shares7.9M

Event2026-06-30

Filed2026-07-24

ISHARES TR

2.48%

Shares5.3M

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-1.51%

Shares1.5M

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

0.43%

Shares888.8K

Event2026-06-30

Filed2026-07-24

IWN

ISHARES TR

0.63%

Shares1.3M

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

-1.19%

Shares3.5M

Event2026-06-30

Filed2026-07-24

BROADCOM INC

-7.18%

Shares663.0K

Event2026-06-30

Filed2026-07-24

SPIB

SPDR SERIES TRUST

2.91%

Shares6.7M

Event2026-06-30

Filed2026-07-24

IWO

ISHARES TR

1.03%

Shares550.3K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

-0.20%

Shares1.1M

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

1.07%

Shares784.5K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

293.69%

Shares1.5M

Event2026-06-30

Filed2026-07-24

CGDV

CAPITAL GROUP DIVIDEND VALUE

2.54%

Shares3.7M

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

-0.32%

Shares188.8K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

-3.61%

Shares255.7K

Event2026-06-30

Filed2026-07-24

CMI

CUMMINS INC

-11.16%

Shares241.2K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

-1.08%

Shares885.8K

Event2026-06-30

Filed2026-07-24

IJJ

ISHARES TR

3.80%

Shares1.1M

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

-7.18%

Shares616.1K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

-0.20%

Shares436.4K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

2.89%

Shares305.4K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.29%

Shares408.8K

Event2026-06-30

Filed2026-07-24

IJK

ISHARES TR

2.04%

Shares1.3M

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

-0.02%

Shares868.3K

Event2026-06-30

Filed2026-07-24

ISHARES TR

3.68%

Shares182.7K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARES TR

1.66%

Shares615.7K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-1.39%

Shares392.9K

Event2026-06-30

Filed2026-07-24

VISA INC

0.62%

Shares362.2K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

-11.22%

Shares162.4K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD INTL EQUITY INDEX F

-0.03%

Shares2.0M

Event2026-06-30

Filed2026-07-24

PRF

INVESCO EXCHANGE TRADED FD T

3.16%

Shares2.2M

Event2026-06-30

Filed2026-07-24

CHUBB LIMITED

-6.95%

Shares338.7K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

-6.00%

Shares317.0K

Event2026-06-30

Filed2026-07-24

DFAX

DIMENSIONAL ETF TRUST

0.26%

Shares2.8M

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

1.39%

Shares1.0M

Event2026-06-30

Filed2026-07-24

ADP

AUTOMATIC DATA PROCESSING IN

-12.66%

Shares379.6K

Event2026-06-30

Filed2026-07-24

BSV

VANGUARD BD INDEX FDS

2.13%

Shares1.1M

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

-3.33%

Shares77.7K

Event2026-06-30

Filed2026-07-24

S&P GLOBAL INC

1.23%

Shares199.0K

Event2026-06-30

Filed2026-07-24

RDVY

FIRST TR EXCHANGE TRADED FD

2.57%

Shares977.1K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

-12.10%

Shares212.3K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

-2.68%

Shares3.1M

Event2026-06-30

Filed2026-07-24

FTHI

FIRST TR EXCHANGE TRADED FD

3.83%

Shares3.1M

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

-14.13%

Shares394.2K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

-4.98%

Shares96.4K

Event2026-06-30

Filed2026-07-24

PLD

PROLOGIS INC.

-6.92%

Shares527.5K

Event2026-06-30

Filed2026-07-24

SGOV

ISHARES TR

-0.64%

Shares708.4K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

-3.60%

Shares552.0K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

6.49%

Shares55.9K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

-6.12%

Shares491.9K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

-10.48%

Shares56.3K

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

-2.27%

Shares760.2K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

-6.09%

Shares390.7K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC

2.03%

Shares292.5K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

-0.10%

Shares2.0M

Event2026-06-30

Filed2026-07-24

ABBVIE INC

-10.60%

Shares243.7K

Event2026-06-30

Filed2026-07-24

ECL

ECOLAB INC

2.51%

Shares217.3K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

-0.59%

Shares57.4K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

-0.46%

Shares243.9K

Event2026-06-30

Filed2026-07-24

RLY

SSGA ACTIVE ETF TR

4.86%

Shares1.6M

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

-5.33%

Shares397.7K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

4.10%

Shares185.1K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

-4.34%

Shares92.4K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-2.62%

Shares432.3K

Event2026-06-30

Filed2026-07-24

BOEING CO

4.89%

Shares222.2K

Event2026-06-30

Filed2026-07-24

DEERE & CO

-8.62%

Shares73.6K

Event2026-06-30

Filed2026-07-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

-1.69%

Shares58

Event2026-06-30

Filed2026-07-24

TNGY

TORTOISE CAPITAL SERIES TRUS

2.59%

Shares4.3M

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP

7.60%

Shares154.6K

Event2026-06-30

Filed2026-07-24

COWZ

PACER FDS TR

-0.55%

Shares675.1K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

2.24%

Shares99.3K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

-25.05%

Shares346.0K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

-0.69%

Shares190.7K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-2.34%

Shares132.2K

Event2026-06-30

Filed2026-07-24

ACCENTURE PLC IRELAND

4.80%

Shares319.8K

Event2026-06-30

Filed2026-07-24

BIL

SPDR SERIES TRUST

-4.47%

Shares430.8K

Event2026-06-30

Filed2026-07-24

SCHW

SCHWAB CHARLES CORP

-1.28%

Shares424.8K

Event2026-06-30

Filed2026-07-24

CGGR

CAPITAL GROUP GROWTH ETF

-10.70%

Shares808.8K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

-1.39%

Shares138.5K

Event2026-06-30

Filed2026-07-24

VONG

VANGUARD SCOTTSDALE FDS

3.46%

Shares288.9K

Event2026-06-30

Filed2026-07-24

SDVY

FIRST TR EXCHANGE TRADED FD

15.34%

Shares850.0K

Event2026-06-30

Filed2026-07-24

ESGD

ISHARES TR

0.94%

Shares356.4K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

319.92%

Shares452.4K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

0.32%

Shares321.9K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

7.52%

Shares85.0K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

-17.50%

Shares48.9K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.54%

Shares72.9K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

-4.51%

Shares112.3K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

27.48%

Shares57.7K

Event2026-06-30

Filed2026-07-24

CGGO

CAPITAL GROUP GBL GROWTH EQT

-0.92%

Shares768.5K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

-6.77%

Shares75.0K

Event2026-06-30

Filed2026-07-24

SERVICENOW INC

7.51%

Shares327.3K

Event2026-06-30

Filed2026-07-24

EUSA

ISHARES INC

-3.76%

Shares284.4K

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC

-3.20%

Shares42.4K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

-6.71%

Shares86.7K

Event2026-06-30

Filed2026-07-24

PYLD

PIMCO ETF TR

6.74%

Shares1.2M

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

-1.56%

Shares205.8K

Event2026-06-30

Filed2026-07-24

QUANTA SVCS INC

-6.35%

Shares41.6K

Event2026-06-30

Filed2026-07-24

FIRST TR EXCHANGE TRADED FD

-1.22%

Shares393.6K

Event2026-06-30

Filed2026-07-24

JBND

J P MORGAN EXCHANGE TRADED F

2.81%

Shares553.4K

Event2026-06-30

Filed2026-07-24

UMH

UMH PPTYS INC

9.70%

Shares1.9M

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

2.44%

Shares279.6K

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORPORATION

6.08%

Shares92.2K

Event2026-06-30

Filed2026-07-24

JCPB

J P MORGAN EXCHANGE TRADED F

14.36%

Shares618.0K

Event2026-06-30

Filed2026-07-24

GENERAL DYNAMICS CORP

-5.78%

Shares79.9K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

2.90%

Shares667.3K

Event2026-06-30

Filed2026-07-24

CGXU

CAPITAL GROUP INTL FOCUS EQT

7.90%

Shares801.6K

Event2026-06-30

Filed2026-07-24

USB

US BANCORP

1.50%

Shares457.4K

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW

-14.24%

Shares217.9K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

-4.80%

Shares183.8K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-10.73%

Shares77.1K

Event2026-06-30

Filed2026-07-24

MRVL

MARVELL TECHNOLOGY INC

-4.48%

Shares91.1K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

0.64%

Shares470.9K

Event2026-06-30

Filed2026-07-24

JPIE

J P MORGAN EXCHANGE TRADED F

5.46%

Shares582.1K

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

2.02%

Shares372.1K

Event2026-06-30

Filed2026-07-24

MGK

VANGUARD WORLD FD

262.91%

Shares302.2K

Event2026-06-30

Filed2026-07-24

FTCS

FIRST TR EXCHANGE-TRADED FD

-0.52%

Shares278.4K

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS

1.56%

Shares355.8K

Event2026-06-30

Filed2026-07-24

DFAI

DIMENSIONAL ETF TRUST

5.90%

Shares627.9K

Event2026-06-30

Filed2026-07-24

CGUS

CAPITAL GROUP CORE EQUITY ET

4.02%

Shares581.6K

Event2026-06-30

Filed2026-07-24

NVS

NOVARTIS AG

-23.40%

Shares163.0K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

-1.50%

Shares323.3K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

0.85%

Shares73.0K

Event2026-06-30

Filed2026-07-24

CGCB

CAPITAL GRP FIXED INCM ETF T

10.77%

Shares923.5K

Event2026-06-30

Filed2026-07-24

CGIC

CAPITAL GROUP INTERNATIONAL

19.44%

Shares663.1K

Event2026-06-30

Filed2026-07-24

FVD

FIRST TR EXCHANGE-TRADED FD

-0.15%

Shares500.8K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

-3.58%

Shares248.0K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

-11.06%

Shares170.9K

Event2026-06-30

Filed2026-07-24

FEGE

RBB FUND TRUST

12.72%

Shares481.4K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

-2.69%

Shares280.1K

Event2026-06-30

Filed2026-07-24

EOG

EOG RES INC

-17.04%

Shares175.4K

Event2026-06-30

Filed2026-07-24

DGRW

WISDOMTREE TR

2.02%

Shares237.3K

Event2026-06-30

Filed2026-07-24

FDL

FIRST TR EXCHANGE-TRADED FD

5.13%

Shares464.2K

Event2026-06-30

Filed2026-07-24

CGCP

CAPITAL GRP FIXED INCM ETF T

9.08%

Shares983.3K

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP

1.66%

Shares209.8K

Event2026-06-30

Filed2026-07-24

DFAT

DIMENSIONAL ETF TRUST

20.66%

Shares305.3K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC

9.36%

Shares83.5K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL

-11.99%

Shares91.9K

Event2026-06-30

Filed2026-07-24

SHOP

SHOPIFY INC

-5.10%

Shares178.5K

Event2026-06-30

Filed2026-07-24

ADSK

AUTODESK INC

-3.41%

Shares104.6K

Event2026-06-30

Filed2026-07-24

CALF

PACER FDS TR

-4.83%

Shares399.9K

Event2026-06-30

Filed2026-07-24

EVSD

MORGAN STANLEY ETF TRUST

9.83%

Shares397.7K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

5.95%

Shares106.0K

Event2026-06-30

Filed2026-07-24

FREEPORT MCMORAN INC

7.22%

Shares321.1K

Event2026-06-30

Filed2026-07-24

DLN

WISDOMTREE TR

-1.76%

Shares209.6K

Event2026-06-30

Filed2026-07-24

KMI

KINDER MORGAN INC DEL

-4.49%

Shares628.7K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

6.15%

Shares135.7K

Event2026-06-30

Filed2026-07-24

PNC

PNC FINL SVCS GROUP INC

-31.00%

Shares80.2K

Event2026-06-30

Filed2026-07-24

IBTK

ISHARES TR

9.46%

Shares1.0M

Event2026-06-30

Filed2026-07-24

VMI

VALMONT INDS INC

0.28%

Shares33.9K

Event2026-06-30

Filed2026-07-24

TCAF

T ROWE PRICE EXCHANGE-TRADED

-3.11%

Shares471.1K

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP

5.99%

Shares37.8K

Event2026-06-30

Filed2026-07-24

WCC

WESCO INTL INC

-2.21%

Shares55.3K

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO

5.31%

Shares230.6K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

13.57%

Shares50.7K

Event2026-06-30

Filed2026-07-24

VBR

VANGUARD INDEX FDS

-2.45%

Shares77.5K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

0.83%

Shares36.7K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO

7.42%

Shares325.1K

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO

-2.21%

Shares129.6K

Event2026-06-30

Filed2026-07-24

ALPS ETF TR

-2.87%

Shares356.3K

Event2026-06-30

Filed2026-07-24

FDVV

FIDELITY COVINGTON TRUST

-4.71%

Shares300.3K

Event2026-06-30

Filed2026-07-24

FBND

FIDELITY MERRIMACK STR TR

8.42%

Shares395.9K

Event2026-06-30

Filed2026-07-24

EPD

ENTERPRISE PRODS PARTNERS L

2.73%

Shares489.6K

Event2026-06-30

Filed2026-07-24

TDIV

FIRST TR EXCHANGE TRADED FD

-1.06%

Shares156.6K

Event2026-06-30

Filed2026-07-24

COF

CAPITAL ONE FINL CORP

19.09%

Shares88.9K

Event2026-06-30

Filed2026-07-24

3M CO

-0.12%

Shares109.7K

Event2026-06-30

Filed2026-07-24

CSX

CSX CORP

-0.72%

Shares372.4K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

4.70%

Shares150.3K

Event2026-06-30

Filed2026-07-24

SNOWFLAKE INC

3.30%

Shares69.2K

Event2026-06-30

Filed2026-07-24

SBUX

STARBUCKS CORP

-5.97%

Shares170.6K

Event2026-06-30

Filed2026-07-24

JGRO

J P MORGAN EXCHANGE TRADED F

-4.92%

Shares174.1K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

0.53%

Shares14.6K

Event2026-06-30

Filed2026-07-24

COP

CONOCOPHILLIPS

4.39%

Shares164.3K

Event2026-06-30

Filed2026-07-24

PCAR

PACCAR INC

-6.08%

Shares142.0K

Event2026-06-30

Filed2026-07-24

EVTR

MORGAN STANLEY ETF TRUST

15.22%

Shares336.0K

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

3.95%

Shares318.4K

Event2026-06-30

Filed2026-07-24

OKE

ONEOK INC NEW

9.83%

Shares194.3K

Event2026-06-30

Filed2026-07-24

TXUE

THORNBURG ETF TR

3.99%

Shares486.7K

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC

-3.94%

Shares154.7K

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66

-1.23%

Shares96.3K

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC

-0.42%

Shares31.2K

Event2026-06-30

Filed2026-07-24

DHI

D R HORTON INC

-1.19%

Shares99.4K

Event2026-06-30

Filed2026-07-24

CCD

CALAMOS DYNAMIC CONV & INCOM

0.44%

Shares625.2K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

2.24%

Shares46.6K

Event2026-06-30

Filed2026-07-24

SCHG

SCHWAB STRATEGIC TR

1.24%

Shares472.0K

Event2026-06-30

Filed2026-07-24

SYY

SYSCO CORP

-10.52%

Shares191.0K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

5.62%

Shares88.0K

Event2026-06-30

Filed2026-07-24

JEPI

J P MORGAN EXCHANGE TRADED F

-0.54%

Shares276.3K

Event2026-06-30

Filed2026-07-24

VXF

VANGUARD INDEX FDS

-1.99%

Shares62.8K

Event2026-06-30

Filed2026-07-24

VEU

VANGUARD INTL EQUITY INDEX F

1.53%

Shares181.9K

Event2026-06-30

Filed2026-07-24

BKLN

INVESCO EXCH TRADED FD TR II

9.49%

Shares738.9K

Event2026-06-30

Filed2026-07-24

GRNY

TIDAL TRUST I

10.54%

Shares544.3K

Event2026-06-30

Filed2026-07-24

CIBR

FIRST TR EXCHANGE-TRADED FD

25.20%

Shares166.8K

Event2026-06-30

Filed2026-07-24

CHI

CALAMOS CONV OPPORTUNITIES &

0.74%

Shares1.1M

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

-0.67%

Shares207.8K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD

722.21%

Shares123.8K

Event2026-06-30

Filed2026-07-24

IUSB

ISHARES TR

-3.80%

Shares313.8K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY

-0.38%

Shares69.2K

Event2026-06-30

Filed2026-07-24

FXR

FIRST TR EXCHANGE-TRADED FD

28.79%

Shares158.0K

Event2026-06-30

Filed2026-07-24

ROK

ROCKWELL AUTOMATION INC

-0.68%

Shares28.9K

Event2026-06-30

Filed2026-07-24

PRU

PRUDENTIAL FINL INC

2.50%

Shares132.4K

Event2026-06-30

Filed2026-07-24

IGIB

ISHARES TR

2.20%

Shares267.9K

Event2026-06-30

Filed2026-07-24

MEDTRONIC PLC

1.12%

Shares180.6K

Event2026-06-30

Filed2026-07-24

USMV

ISHARES TR

3.98%

Shares145.6K

Event2026-06-30

Filed2026-07-24

YEAR

AB ACTIVE ETFS INC

-0.43%

Shares277.6K

Event2026-06-30

Filed2026-07-24

TCHP

T ROWE PRICE EXCHANGE-TRADED

4.73%

Shares276.1K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES

-20.65%

Shares148.2K

Event2026-06-30

Filed2026-07-24

IVOO

VANGUARD ADMIRAL FDS INC

-3.58%

Shares101.5K

Event2026-06-30

Filed2026-07-24

REALTY INCOME CORP

-23.82%

Shares211.2K

Event2026-06-30

Filed2026-07-24

FTGS

FIRST TR EXCHANGE-TRADED FD

0.09%

Shares350.5K

Event2026-06-30

Filed2026-07-24

CGBL

CAPITAL GROUP CORE BALANCED

-3.97%

Shares338.7K

Event2026-06-30

Filed2026-07-24

TGT

TARGET CORP

-23.01%

Shares97.4K

Event2026-06-30

Filed2026-07-24

FBCG

FIDELITY COVINGTON TRUST

42.99%

Shares204.0K

Event2026-06-30

Filed2026-07-24

GVAL

CAMBRIA ETF TR

50.13%

Shares351.4K

Event2026-06-30

Filed2026-07-24

MTUM

ISHARES TR

4.13%

Shares36.9K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC

11.57%

Shares13.1K

Event2026-06-30

Filed2026-07-24

QMOM

EA SERIES TRUST

42.71%

Shares158.8K

Event2026-06-30

Filed2026-07-24

BOND

PIMCO ETF TR

15.18%

Shares135.6K

Event2026-06-30

Filed2026-07-24

VOT

VANGUARD INDEX FDS

-17.64%

Shares40.8K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

-0.82%

Shares28.8K

Event2026-06-30

Filed2026-07-24

CSRE

COHEN & STEERS ETF TRUST

7.60%

Shares430.7K

Event2026-06-30

Filed2026-07-24

GRID

FIRST TR EXCHANGE-TRADED FD

12.67%

Shares63.6K

Event2026-06-30

Filed2026-07-24

ALK

ALASKA AIR GROUP INC

10.60%

Shares233.4K

Event2026-06-30

Filed2026-07-24

BBLU

EA SERIES TRUST

47.68%

Shares738.3K

Event2026-06-30

Filed2026-07-24

CITIGROUP INC

26.51%

Shares87.0K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

-2.05%

Shares35.7K

Event2026-06-30

Filed2026-07-24

JSMD

JANUS DETROIT STR TR

44.49%

Shares118.3K

Event2026-06-30

Filed2026-07-24

IMOM

EA SERIES TRUST

45.41%

Shares275.7K

Event2026-06-30

Filed2026-07-24

FBT

FIRST TR EXCHANGE-TRADED FD

-9.50%

Shares48.0K

Event2026-06-30

Filed2026-07-24

MOD

MODINE MFG CO

-12.57%

Shares44.4K

Event2026-06-30

Filed2026-07-24

RKT

ROCKET COS INC

-0.78%

Shares751.0K

Event2026-06-30

Filed2026-07-24

SHY

ISHARES TR

-5.78%

Shares143.7K

Event2026-06-30

Filed2026-07-24

ARES CAPITAL CORP

-1.61%

Shares635.5K

Event2026-06-30

Filed2026-07-24

MGV

VANGUARD WORLD FD

-39.79%

Shares71.9K

Event2026-06-30

Filed2026-07-24

SHEL

SHELL PLC

-1.94%

Shares151.0K

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP

869.37%

Shares38.6K

Event2026-06-30

Filed2026-07-24

AIG

AMERICAN INTL GROUP INC

-1.37%

Shares155.6K

Event2026-06-30

Filed2026-07-24

STT

STATE STR CORP

-43.75%

Shares68.2K

Event2026-06-30

Filed2026-07-24

ROST

ROSS STORES INC

-12.73%

Shares53.7K

Event2026-06-30

Filed2026-07-24

IEI

ISHARES TR

-18.63%

Shares97.1K

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV

-0.49%

Shares5.7K

Event2026-06-30

Filed2026-07-24

BDX

BECTON DICKINSON & CO

1.31%

Shares74.8K

Event2026-06-30

Filed2026-07-24

FDX

FEDEX CORP

-3.33%

Shares35.8K

Event2026-06-30

Filed2026-07-24

SPACE EXPLORATION TECHN CORP

New

Shares65.2K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

-12.01%

Shares217.7K

Event2026-06-30

Filed2026-07-24

IBTP

ISHARES TR

9.66%

Shares421.8K

Event2026-06-30

Filed2026-07-24

CPAY

CORPAY INC

7.26%

Shares31.9K

Event2026-06-30

Filed2026-07-24

RIO

RIO TINTO PLC

-2.42%

Shares111.3K

Event2026-06-30

Filed2026-07-24

DGRO

ISHARES TR

4.43%

Shares139.4K

Event2026-06-30

Filed2026-07-24

DEM

WISDOMTREE TR

5.61%

Shares196.2K

Event2026-06-30

Filed2026-07-24

IBTM

ISHARES TR

9.80%

Shares463.1K

Event2026-06-30

Filed2026-07-24

LMBS

FIRST TR EXCHANGE-TRADED FD

17.38%

Shares208.6K

Event2026-06-30

Filed2026-07-24

VBK

VANGUARD INDEX FDS

-24.94%

Shares28.4K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO

1.23%

Shares107.9K

Event2026-06-30

Filed2026-07-24

COLGATE PALMOLIVE CO

-4.45%

Shares111.1K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

-8.72%

Shares74.0K

Event2026-06-30

Filed2026-07-24

PGR

PROGRESSIVE CORP

-14.87%

Shares46.5K

Event2026-06-30

Filed2026-07-24

BIV

VANGUARD BD INDEX FDS

8.49%

Shares131.9K

Event2026-06-30

Filed2026-07-24

AT&T INC

-1.62%

Shares487.8K

Event2026-06-30

Filed2026-07-24

KMB

KIMBERLY-CLARK CORP

-4.30%

Shares91.1K

Event2026-06-30

Filed2026-07-24

ENB

ENBRIDGE INC

-0.76%

Shares182.9K

Event2026-06-30

Filed2026-07-24

ADI

ANALOG DEVICES INC

-0.89%

Shares24.9K

Event2026-06-30

Filed2026-07-24

J P MORGAN EXCHANGE TRADED F

28.74%

Shares160.9K

Event2026-06-30

Filed2026-07-24

ABNB

AIRBNB INC

1.88%

Shares67.8K

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC

6.86%

Shares82.9K

Event2026-06-30

Filed2026-07-24

VOE

VANGUARD INDEX FDS

-26.96%

Shares48.6K

Event2026-06-30

Filed2026-07-24

IGV

ISHARES TR

-36.03%

Shares105.8K

Event2026-06-30

Filed2026-07-24

MISL

FIRST TR EXCHANGE-TRADED FD

-10.66%

Shares205.8K

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

6.50%

Shares112.7K

Event2026-06-30

Filed2026-07-24

SERVICETITAN INC

-0.33%

Shares132.0K

Event2026-06-30

Filed2026-07-24

UBER

UBER TECHNOLOGIES INC

-14.37%

Shares129.1K

Event2026-06-30

Filed2026-07-24

FENI

FIDELITY COVINGTON TRUST

-10.50%

Shares229.3K

Event2026-06-30

Filed2026-07-24

GILD

GILEAD SCIENCES INC

-6.57%

Shares72.4K

Event2026-06-30

Filed2026-07-24

MPC

MARATHON PETE CORP

-1.01%

Shares35.7K

Event2026-06-30

Filed2026-07-24

FXO

FIRST TR EXCHANGE-TRADED FD

-5.05%

Shares145.7K

Event2026-06-30

Filed2026-07-24

SLV

ISHARES SILVER TR

17.86%

Shares169.6K

Event2026-06-30

Filed2026-07-24

AXON

AXON ENTERPRISE INC

58.49%

Shares16.1K

Event2026-06-30

Filed2026-07-24

FTSM

FIRST TR EXCHANGE-TRADED FD

-0.52%

Shares149.4K

Event2026-06-30

Filed2026-07-24

ENERGY TRANSFER L P

16.47%

Shares462.5K

Event2026-06-30

Filed2026-07-24

HACK

AMPLIFY ETF TR

13.36%

Shares83.1K

Event2026-06-30

Filed2026-07-24

VIGI

VANGUARD WHITEHALL FDS

-20.55%

Shares93.3K

Event2026-06-30

Filed2026-07-24

CCB

COASTAL FINL CORP WA

-10.76%

Shares112.0K

Event2026-06-30

Filed2026-07-24

DIA

STATE STR SPDR DOW JONES IND

-15.84%

Shares16.6K

Event2026-06-30

Filed2026-07-24

ISHARES TR

1.62%

Shares88.9K

Event2026-06-30

Filed2026-07-24

XLG

INVESCO EXCHANGE TRADED FD T

1.65%

Shares139.5K

Event2026-06-30

Filed2026-07-24

NTR

NUTRIEN LTD

0.48%

Shares135.7K

Event2026-06-30

Filed2026-07-24

SLB

SLB LIMITED

-6.58%

Shares183.7K

Event2026-06-30

Filed2026-07-24

FERG

FERGUSON ENTERPRISES INC

4.54%

Shares35.9K

Event2026-06-30

Filed2026-07-24

FXL

FIRST TR EXCHANGE-TRADED FD

-2.25%

Shares39.1K

Event2026-06-30

Filed2026-07-24

ISRG

INTUITIVE SURGICAL INC

11.35%

Shares21.1K

Event2026-06-30

Filed2026-07-24

JBL

JABIL INC

-4.92%

Shares21.6K

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC

New

Shares37.6K

Event2026-06-30

Filed2026-07-24

IBTJ

ISHARES TR

6.50%

Shares382.8K

Event2026-06-30

Filed2026-07-24

SHV

ISHARES TR

28.84%

Shares74.7K

Event2026-06-30

Filed2026-07-24

ADOBE INC

-5.67%

Shares40.1K

Event2026-06-30

Filed2026-07-24

OEF

ISHARES TR

-24.01%

Shares22.4K

Event2026-06-30

Filed2026-07-24

DELL

DELL TECHNOLOGIES INC

-2.62%

Shares18.9K

Event2026-06-30

Filed2026-07-24

NOBL

PROSHARES TR

95.48%

Shares144.6K

Event2026-06-30

Filed2026-07-24

AIQ

GLOBAL X FDS

0.74%

Shares122.4K

Event2026-06-30

Filed2026-07-24

SPSM

SPDR SERIES TRUST

-2.04%

Shares139.2K

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW

1.18%

Shares52.7K

Event2026-06-30

Filed2026-07-24

MLM

MARTIN MARIETTA MATLS INC

3.02%

Shares13.8K

Event2026-06-30

Filed2026-07-24

DVN

DEVON ENERGY CORP NEW

107.59%

Shares192.9K

Event2026-06-30

Filed2026-07-24

NKE

NIKE INC

12.99%

Shares193.9K

Event2026-06-30

Filed2026-07-24

AFL

AFLAC INC

-0.83%

Shares67.5K

Event2026-06-30

Filed2026-07-24

JQUA

J P MORGAN EXCHANGE TRADED F

-9.79%

Shares109.4K

Event2026-06-30

Filed2026-07-24

XLRE

SELECT SECTOR SPDR TR

-2.36%

Shares177.2K

Event2026-06-30

Filed2026-07-24

DUSA

DAVIS FUNDAMENTAL ETF TR

-1.39%

Shares138.1K

Event2026-06-30

Filed2026-07-24

IBTI

ISHARES TR

12.84%

Shares349.4K

Event2026-06-30

Filed2026-07-24

ARCH CAP GROUP LTD

16.14%

Shares79.1K

Event2026-06-30

Filed2026-07-24

SOR

SOURCE CAPITAL

-1.40%

Shares166.9K

Event2026-06-30

Filed2026-07-24

CCJ

CAMECO CORP

-1.11%

Shares75.0K

Event2026-06-30

Filed2026-07-24

CME

CME GROUP INC

1.68%

Shares34.5K

Event2026-06-30

Filed2026-07-24

AWR

AMER STATES WTR CO

-7.30%

Shares91.9K

Event2026-06-30

Filed2026-07-24

TTE

TOTALENERGIES SE

-0.94%

Shares97.1K

Event2026-06-30

Filed2026-07-24

WTV

WISDOMTREE TR

2218.16%

Shares73.9K

Event2026-06-30

Filed2026-07-24

CARR

CARRIER GLOBAL CORPORATION

-2.84%

Shares102.1K

Event2026-06-30

Filed2026-07-24

DSL

DOUBLELINE INCOME SOLUTIONS

43.66%

Shares671.8K

Event2026-06-30

Filed2026-07-24

FTGC

FIRST TR EXCHANGE TRAD FD VI

48.92%

Shares274.4K

Event2026-06-30

Filed2026-07-24

VHT

VANGUARD WORLD FD

-2.25%

Shares24.7K

Event2026-06-30

Filed2026-07-24

TMSL

T ROWE PRICE EXCHANGE-TRADED

-7.60%

Shares168.1K

Event2026-06-30

Filed2026-07-24

SPG

SIMON PPTY GROUP INC NEW

0.18%

Shares32.9K

Event2026-06-30

Filed2026-07-24

DOMINION ENERGY INC

4.16%

Shares107.5K

Event2026-06-30

Filed2026-07-24

AZO

AUTOZONE INC

0.75%

Shares2.3K

Event2026-06-30

Filed2026-07-24

FTC

FIRST TR EXCHANGE-TRADED ALP

-0.04%

Shares37.7K

Event2026-06-30

Filed2026-07-24

EXPD

EXPEDITORS INTL WASH INC

-1.53%

Shares44.6K

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC

-0.06%

Shares51.9K

Event2026-06-30

Filed2026-07-24

FYX

FIRST TR EXCHANGE-TRADED ALP

0.87%

Shares48.6K

Event2026-06-30

Filed2026-07-24

DVY

ISHARES TR

44.66%

Shares44.7K

Event2026-06-30

Filed2026-07-24

IEF

ISHARES TR

7.31%

Shares73.9K

Event2026-06-30

Filed2026-07-24

PFF

ISHARES TR

-2.34%

Shares226.9K

Event2026-06-30

Filed2026-07-24

NSC

NORFOLK SOUTHN CORP

0.41%

Shares21.9K

Event2026-06-30

Filed2026-07-24

PHO

INVESCO EXCHANGE TRADED FD T

42.48%

Shares99.9K

Event2026-06-30

Filed2026-07-24

PATH

UIPATH INC

6.04%

Shares633.0K

Event2026-06-30

Filed2026-07-24

FIVA

FIDELITY COVINGTON TRUST

-1.08%

Shares178.1K

Event2026-06-30

Filed2026-07-24

SMLF

ISHARES TR

-9.13%

Shares76.8K

Event2026-06-30

Filed2026-07-24

FORD MTR CO

10.44%

Shares492.5K

Event2026-06-30

Filed2026-07-24

URI

UNITED RENTALS INC

9.41%

Shares6.0K

Event2026-06-30

Filed2026-07-24

CLS

CELESTICA INC

-11.92%

Shares18.7K

Event2026-06-30

Filed2026-07-24

TRGP

TARGA RES CORP

-0.21%

Shares25.4K

Event2026-06-30

Filed2026-07-24

WMB

WILLIAMS COS INC

-0.15%

Shares91.3K

Event2026-06-30

Filed2026-07-24

ENSG

ENSIGN GROUP INC

-0.23%

Shares42.3K

Event2026-06-30

Filed2026-07-24

IGE

ISHARES TR

-1.70%

Shares120.1K

Event2026-06-30

Filed2026-07-24

HRI

HERC HLDGS INC

-0.21%

Shares47.0K

Event2026-06-30

Filed2026-07-24

DFAU

DIMENSIONAL ETF TRUST

-1.63%

Shares128.8K

Event2026-06-30

Filed2026-07-24

BOXX

EA SERIES TRUST

-4.71%

Shares56.8K

Event2026-06-30

Filed2026-07-24

SMH

VANECK ETF TRUST

-53.76%

Shares10.1K

Event2026-06-30

Filed2026-07-24

FPX

FIRST TR EXCHANGE-TRADED FD

6.18%

Shares32.1K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

-2.05%

Shares22.1K

Event2026-06-30

Filed2026-07-24

EEM

ISHARES TR

-15.48%

Shares96.0K

Event2026-06-30

Filed2026-07-24

WAT

WATERS CORP

-3.19%

Shares17.4K

Event2026-06-30

Filed2026-07-24

FNX

FIRST TR EXCHANGE-TRADED ALP

0.13%

Shares44.4K

Event2026-06-30

Filed2026-07-24

DON

WISDOMTREE TR

-3.15%

Shares114.9K

Event2026-06-30

Filed2026-07-24

BNDX

VANGUARD CHARLOTTE FDS

3.16%

Shares133.4K

Event2026-06-30

Filed2026-07-24

TROW

PRICE T ROWE GROUP INC

-38.94%

Shares56.8K

Event2026-06-30

Filed2026-07-24

XAGG

MORGAN STANLEY ETF TRUST

-0.87%

Shares128.9K

Event2026-06-30

Filed2026-07-24

TRAVELERS COMPANIES INC

61.33%

Shares19.5K

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC

4.84%

Shares41.0K

Event2026-06-30

Filed2026-07-24

USFR

WISDOMTREE TR

-1.10%

Shares127.4K

Event2026-06-30

Filed2026-07-24

AGX

ARGAN INC

-43.43%

Shares8.0K

Event2026-06-30

Filed2026-07-24

DOCN

DIGITALOCEAN HLDGS INC

-9.38%

Shares40.6K

Event2026-06-30

Filed2026-07-24

GRMN

GARMIN LTD

0.28%

Shares26.4K

Event2026-06-30

Filed2026-07-24

GRANITE CONSTR INC

-3.21%

Shares39.7K

Event2026-06-30

Filed2026-07-24

VIOV

VANGUARD ADMIRAL FDS INC

0.96%

Shares52.9K

Event2026-06-30

Filed2026-07-24

SPOTIFY TECHNOLOGY S A

1.15%

Shares13.4K

Event2026-06-30

Filed2026-07-24

STPZ

PIMCO ETF TR

72.53%

Shares115.7K

Event2026-06-30

Filed2026-07-24

SUSA

ISHARES TR

-0.11%

Shares39.9K

Event2026-06-30

Filed2026-07-24

ESGV

VANGUARD WORLD FD

-2.11%

Shares46.2K

Event2026-06-30

Filed2026-07-24

DHR

DANAHER CORP DEL

38.02%

Shares32.0K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

-3.98%

Shares76.9K

Event2026-06-30

Filed2026-07-24

OSK

OSHKOSH CORP

-0.09%

Shares39.5K

Event2026-06-30

Filed2026-07-24

SPGP

INVESCO EXCHANGE TRADED FD T

0.87%

Shares49.5K

Event2026-06-30

Filed2026-07-24

GBCI

GLACIER BANCORP INC NEW

1.36%

Shares117.4K

Event2026-06-30

Filed2026-07-24

QQQM

INVESCO EXCH TRADED FD TR II

36.85%

Shares20.0K

Event2026-06-30

Filed2026-07-24

AMERIPRISE FINL INC

1.01%

Shares13.1K

Event2026-06-30

Filed2026-07-24

DLR

DIGITAL RLTY TR INC

2.40%

Shares33.6K

Event2026-06-30

Filed2026-07-24

URA

GLOBAL X FDS

48.73%

Shares136.7K

Event2026-06-30

Filed2026-07-24

MOAT

VANECK ETF TRUST

-1.64%

Shares57.5K

Event2026-06-30

Filed2026-07-24

VANGUARD SCOTTSDALE FDS

-10.88%

Shares49.2K

Event2026-06-30

Filed2026-07-24

XLF

SELECT SECTOR SPDR TR

-8.37%

Shares110.8K

Event2026-06-30

Filed2026-07-24

KDP

KEURIG DR PEPPER INC

37.76%

Shares179.4K

Event2026-06-30

Filed2026-07-24

LABCORP HOLDINGS INC

12.63%

Shares20.9K

Event2026-06-30

Filed2026-07-24

EXPE

EXPEDIA GROUP INC

0.61%

Shares22.8K

Event2026-06-30

Filed2026-07-24

PAVE

GLOBAL X FDS

8.34%

Shares98.6K

Event2026-06-30

Filed2026-07-24

ASTRAZENECA PLC

36.56%

Shares30.6K

Event2026-06-30

Filed2026-07-24

ORLY

OREILLY AUTOMOTIVE INC

-3.83%

Shares62.8K

Event2026-06-30

Filed2026-07-24

XCEM

COLUMBIA ETF TR II

-0.18%

Shares107.6K

Event2026-06-30

Filed2026-07-24

MODL

VICTORY PORTFOLIOS II

3.24%

Shares111.5K

Event2026-06-30

Filed2026-07-24

XSOE

WISDOMTREE TR

-0.25%

Shares114.9K

Event2026-06-30

Filed2026-07-24

ALLIANCEBERNSTEIN HLDG L P

-1.04%

Shares160.0K

Event2026-06-30

Filed2026-07-24

MELI

MERCADOLIBRE INC

4.67%

Shares3.3K

Event2026-06-30

Filed2026-07-24

PPG

PPG INDS INC

2.38%

Shares45.6K

Event2026-06-30

Filed2026-07-24

SAMT

ADVISORS INNER CIRCLE FD III

32.52%

Shares115.7K

Event2026-06-30

Filed2026-07-24

LVHI

LEGG MASON ETF INVT

-6.05%

Shares135.4K

Event2026-06-30

Filed2026-07-24

CMCSA

COMCAST CORP NEW

14.87%

Shares223.7K

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR

0.24%

Shares72.4K

Event2026-06-30

Filed2026-07-24

ALL

ALLSTATE CORP

29.65%

Shares22.9K

Event2026-06-30

Filed2026-07-24

FMDE

FIDELITY COVINGTON TRUST

-15.06%

Shares132.2K

Event2026-06-30

Filed2026-07-24

SOFI

SOFI TECHNOLOGIES INC

11.13%

Shares297.7K

Event2026-06-30

Filed2026-07-24

WEYERHAEUSER CO

-1.57%

Shares222.5K

Event2026-06-30

Filed2026-07-24

FID

FIRST TR EXCHANGE TRADED FD

0.64%

Shares248.0K

Event2026-06-30

Filed2026-07-24

HTGC

HERCULES CAPITAL INC

3.86%

Shares335.9K

Event2026-06-30

Filed2026-07-24

ALC

ALCON AG

1.18%

Shares78.8K

Event2026-06-30

Filed2026-07-24

CASY

CASEYS GEN STORES INC

-0.55%

Shares6.6K

Event2026-06-30

Filed2026-07-24

ZROZ

PIMCO ETF TR

-1.23%

Shares82.3K

Event2026-06-30

Filed2026-07-24

CGDG

CAPITAL GROUP DIVIDEND GROWE

0.82%

Shares140.5K

Event2026-06-30

Filed2026-07-24

DFAC

DIMENSIONAL ETF TRUST

-1.46%

Shares117.4K

Event2026-06-30

Filed2026-07-24

EIX

EDISON INTL

13.13%

Shares69.7K

Event2026-06-30

Filed2026-07-24

VLO

VALERO ENERGY CORP

-62.33%

Shares19.7K

Event2026-06-30

Filed2026-07-24

THE CIGNA GROUP

-1.32%

Shares18.6K

Event2026-06-30

Filed2026-07-24

UCON

FIRST TR EXCHNG TRADED FD VI

72.22%

Shares204.6K

Event2026-06-30

Filed2026-07-24

BTI

BRITISH AMERN TOB PLC

10.87%

Shares82.2K

Event2026-06-30

Filed2026-07-24

CGIE

CAPITAL GROUP INTERNATIONAL

-11.03%

Shares137.6K

Event2026-06-30

Filed2026-07-24

IBTH

ISHARES TR

22.32%

Shares224.4K

Event2026-06-30

Filed2026-07-24

NLY

ANNALY CAPITAL MANAGEMENT IN

-4.52%

Shares224.5K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

3.85%

Shares20.7K

Event2026-06-30

Filed2026-07-24

BTZ

BLACKROCK CR ALLOCATION

27.48%

Shares488.2K

Event2026-06-30

Filed2026-07-24

DOC

HEALTHPEAK PROPERTIES INC

31.25%

Shares232.9K

Event2026-06-30

Filed2026-07-24

CEG

CONSTELLATION ENERGY CORP

20.16%

Shares20.0K

Event2026-06-30

Filed2026-07-24

INTERNATIONAL PAPER CO

-5.74%

Shares129.9K

Event2026-06-30

Filed2026-07-24

WTW

WILLIS TOWERS WATSON PLC LTD

12.71%

Shares18.8K

Event2026-06-30

Filed2026-07-24

IRM

IRON MTN INC DEL

0.59%

Shares38.7K

Event2026-06-30

Filed2026-07-24

CXT

CRANE NXT CO

-16.52%

Shares95.1K

Event2026-06-30

Filed2026-07-24

AIRR

FIRST TR EXCHANGE TRADED FD

4.04%

Shares36.3K

Event2026-06-30

Filed2026-07-24

RDVI

FIRST TR EXCHANGE-TRADED FD

5.38%

Shares163.9K

Event2026-06-30

Filed2026-07-24

TMUS

T-MOBILE US INC

-8.75%

Shares28.7K

Event2026-06-30

Filed2026-07-24

SCHP

SCHWAB STRATEGIC TR

16.07%

Shares181.2K

Event2026-06-30

Filed2026-07-24

AMRZ

AMRIZE LTD

0.45%

Shares90.1K

Event2026-06-30

Filed2026-07-24

FTXL

FIRST TR EXCHANGE TRADED FD

8.12%

Shares16.8K

Event2026-06-30

Filed2026-07-24

SYF

SYNCHRONY FINANCIAL

-8.72%

Shares62.9K

Event2026-06-30

Filed2026-07-24

INCM

FRANKLIN TEMPLETON ETF TR

8.00%

Shares165.3K

Event2026-06-30

Filed2026-07-24

TIP

ISHARES TR

5.13%

Shares43.5K

Event2026-06-30

Filed2026-07-24

ITW

ILLINOIS TOOL WKS INC

0.77%

Shares17.6K

Event2026-06-30

Filed2026-07-24

FTHY

FIRST TR HIGH YIELD OPPRT 20

6.27%

Shares346.1K

Event2026-06-30

Filed2026-07-24

SPYD

SPDR SERIES TRUST

7.67%

Shares99.1K

Event2026-06-30

Filed2026-07-24

IBRX

IMMUNITYBIO INC

-3.45%

Shares538.9K

Event2026-06-30

Filed2026-07-24

XAR

SPDR SERIES TRUST

3.11%

Shares16.5K

Event2026-06-30

Filed2026-07-24

FPF

FIRST TR INTER DURATN PFD &

8.99%

Shares257.5K

Event2026-06-30

Filed2026-07-24

EMLP

FIRST TR EXCHANGE-TRADED FD

1.77%

Shares107.1K

Event2026-06-30

Filed2026-07-24

VCIT

VANGUARD SCOTTSDALE FDS

18.63%

Shares56.2K

Event2026-06-30

Filed2026-07-24

VST

VISTRA CORP

124.17%

Shares29.2K

Event2026-06-30

Filed2026-07-24

NYCB

FLAGSTAR BANK NATIONAL ASSOC

10.86%

Shares308.9K

Event2026-06-30

Filed2026-07-24

BKR

BAKER HUGHES COMPANY

-29.42%

Shares83.0K

Event2026-06-30

Filed2026-07-24

LNG

CHENIERE ENERGY INC

51.98%

Shares19.3K

Event2026-06-30

Filed2026-07-24

NUE

NUCOR CORP

-0.48%

Shares20.6K

Event2026-06-30

Filed2026-07-24

PSA

PUBLIC STORAGE

-1.49%

Shares14.4K

Event2026-06-30

Filed2026-07-24

APG

API GROUP CORP

0.14%

Shares107.7K

Event2026-06-30

Filed2026-07-24

EFV

ISHARES TR

-1.77%

Shares58.9K

Event2026-06-30

Filed2026-07-24

IBIK

ISHARES TR

6.39%

Shares173.9K

Event2026-06-30

Filed2026-07-24

VANECK ETF TRUST

-0.51%

Shares59.3K

Event2026-06-30

Filed2026-07-24

IQV

IQVIA HLDGS INC

4.03%

Shares23.2K

Event2026-06-30

Filed2026-07-24

IYW

ISHARES TR

-17.48%

Shares17.7K

Event2026-06-30

Filed2026-07-24

ITA

ISHARES TR

-10.06%

Shares18.4K

Event2026-06-30

Filed2026-07-24

INDA

ISHARES TR

-1.43%

Shares90.2K

Event2026-06-30

Filed2026-07-24

SEAGATE TECHNOLOGY HLDNGS PL

-12.94%

Shares4.6K

Event2026-06-30

Filed2026-07-24

KORP

AMERICAN CENTY ETF TR

-1.00%

Shares94.7K

Event2026-06-30

Filed2026-07-24

ICE

INTERCONTINENTAL EXCHANGE IN

1.82%

Shares35.7K

Event2026-06-30

Filed2026-07-24

HGER

HARBOR ETF TRUST

New

Shares148.0K

Event2026-06-30

Filed2026-07-24

GNR

SPDR INDEX SHS FDS

-0.37%

Shares64.5K

Event2026-06-30

Filed2026-07-24

GWW

WW GRAINGER INC

2.67%

Shares3.2K

Event2026-06-30

Filed2026-07-24

CORTEVA INC

-1.82%

Shares51.0K

Event2026-06-30

Filed2026-07-24

IBIG

ISHARES TR

7.49%

Shares163.2K

Event2026-06-30

Filed2026-07-24

WEC

WEC ENERGY GROUP INC

12.68%

Shares36.6K

Event2026-06-30

Filed2026-07-24

GBDC

GOLUB CAP BDC INC

5.39%

Shares331.2K

Event2026-06-30

Filed2026-07-24

IJT

ISHARES TR

220.00%

Shares23.9K

Event2026-06-30

Filed2026-07-24

SIL

GLOBAL X FDS

9.70%

Shares55.0K

Event2026-06-30

Filed2026-07-24

RVT

ROYCE SMALL CAP TRUST INC

-1.89%

Shares230.5K

Event2026-06-30

Filed2026-07-24

BROS

DUTCH BROS INC

3.65%

Shares59.1K

Event2026-06-30

Filed2026-07-24

AEE

AMEREN CORP

-0.40%

Shares37.5K

Event2026-06-30

Filed2026-07-24

FXZ

FIRST TR EXCHANGE-TRADED FD

-1.33%

Shares53.3K

Event2026-06-30

Filed2026-07-24

COIN

COINBASE GLOBAL INC

2.58%

Shares29.0K

Event2026-06-30

Filed2026-07-24

NOC

NORTHROP GRUMMAN CORP

28.47%

Shares8.3K

Event2026-06-30

Filed2026-07-24

WSO

WATSCO INC

2.57%

Shares10.1K

Event2026-06-30

Filed2026-07-24

HWM

HOWMET AEROSPACE INC

0.42%

Shares15.5K

Event2026-06-30

Filed2026-07-24

MCK

MCKESSON CORP

8.43%

Shares5.5K

Event2026-06-30

Filed2026-07-24

DBEF

DBX ETF TR

0.15%

Shares76.1K

Event2026-06-30

Filed2026-07-24

EXTR

EXTREME NETWORKS INC

-5.19%

Shares128.0K

Event2026-06-30

Filed2026-07-24

JNK

SPDR SERIES TRUST

5.99%

Shares42.9K

Event2026-06-30

Filed2026-07-24

SLYG

SPDR SERIES TRUST

-8.25%

Shares34.6K

Event2026-06-30

Filed2026-07-24

CCK

CROWN HLDGS INC

16.37%

Shares36.9K

Event2026-06-30

Filed2026-07-24

ETprI

ENERGY TRANSFER L P

-0.80%

Shares357.5K

Event2026-06-30

Filed2026-07-24

FANG

DIAMONDBACK ENERGY INC

-29.64%

Shares23.2K

Event2026-06-30

Filed2026-07-24

QTEC

FIRST TR EXCHANGE-TRADED FD

-13.12%

Shares12.2K

Event2026-06-30

Filed2026-07-24

CHD

CHURCH & DWIGHT CO INC

-0.90%

Shares41.9K

Event2026-06-30

Filed2026-07-24

RDNT

RADNET INC

0.13%

Shares65.7K

Event2026-06-30

Filed2026-07-24

CONSTELLATION BRANDS INC

-0.61%

Shares29.1K

Event2026-06-30

Filed2026-07-24

ILMN

ILLUMINA INC

New

Shares23.0K

Event2026-06-30

Filed2026-07-24

TEL

TE CONNECTIVITY PLC

-0.10%

Shares20.0K

Event2026-06-30

Filed2026-07-24

SELECT SECTOR SPDR TR

-12.37%

Shares88.3K

Event2026-06-30

Filed2026-07-24

BBY

BEST BUY INC

8.35%

Shares52.4K

Event2026-06-30

Filed2026-07-24

AEM

AGNICO EAGLE MINES LTD

-29.36%

Shares25.6K

Event2026-06-30

Filed2026-07-24

VTIP

VANGUARD MALVERN FDS

34.12%

Shares78.7K

Event2026-06-30

Filed2026-07-24

DOMINOS PIZZA INC

32.51%

Shares13.3K

Event2026-06-30

Filed2026-07-24

IDV

ISHARES TR

-50.37%

Shares94.9K

Event2026-06-30

Filed2026-07-24

SCCO

SOUTHERN COPPER CORP

1.09%

Shares22.5K

Event2026-06-30

Filed2026-07-24

IUSG

ISHARES TR

-38.43%

Shares20.8K

Event2026-06-30

Filed2026-07-24

MET

METLIFE INC

2.42%

Shares46.1K

Event2026-06-30

Filed2026-07-24

RONB

BARON ETF TR

New

Shares159.0K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

TSLA Call CallTESLA INC45 shares0.00%2026-06-302026-07-24

PALANTIR TECHNOLOGIES INC Call CallPALANTIR TECHNOLOGIES INC40 sharesnew addition2026-06-302026-07-24

CAG Call CallCONAGRA BRANDS INC25 sharesnew addition2026-06-302026-07-24

AMZN Call CallAMAZON COM INC2 shares0.00%2026-06-302026-07-24

NVDA Call CallNVIDIA CORPORATION1 shares0.00%2026-06-302026-07-24

ORACLE CORP Call CallORACLE CORP2 shares0.00%2026-06-302026-07-24

RGTI Call CallRIGETTI COMPUTING INC1 shares0.00%2026-06-302026-07-24

TTD Call CallTHE TRADE DESK INC1 shares0.00%2026-06-302026-07-24

FIGR Call CallFIGURE TECHNOLOGY SOLUTIO3 sharesnew addition2026-06-302026-07-24

TSLA Call

TESLA INC

0.00%

Shares45

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC Call

PALANTIR TECHNOLOGIES INC

New

Shares40

Event2026-06-30

Filed2026-07-24

CAG Call

CONAGRA BRANDS INC

New

Shares25

Event2026-06-30

Filed2026-07-24

AMZN Call

AMAZON COM INC

0.00%

Shares2

Event2026-06-30

Filed2026-07-24

NVDA Call

NVIDIA CORPORATION

0.00%

Shares1

Event2026-06-30

Filed2026-07-24

ORACLE CORP Call

ORACLE CORP

0.00%

Shares2

Event2026-06-30

Filed2026-07-24

RGTI Call

RIGETTI COMPUTING INC

0.00%

Shares1

Event2026-06-30

Filed2026-07-24

TTD Call

THE TRADE DESK INC

0.00%

Shares1

Event2026-06-30

Filed2026-07-24

FIGR Call

FIGURE TECHNOLOGY SOLUTIO

New

Shares3

Event2026-06-30

Filed2026-07-24

Put Option Holdings

MSFT Put PutMICROSOFT CORP20 shares0.00%2026-06-302026-07-24

TLT Put PutISHARES TR8 shares0.00%2026-06-302026-07-24

NVDA Put PutNVIDIA CORPORATION10 shares0.00%2026-06-302026-07-24

RGTI Put PutRIGETTI COMPUTING INC1 shares0.00%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T1 shares0.00%2026-06-302026-07-24

MSFT Put

MICROSOFT CORP

0.00%

Shares20

Event2026-06-30

Filed2026-07-24

TLT Put

ISHARES TR

0.00%

Shares8

Event2026-06-30

Filed2026-07-24

NVDA Put

NVIDIA CORPORATION

0.00%

Shares10

Event2026-06-30

Filed2026-07-24

RGTI Put

RIGETTI COMPUTING INC

0.00%

Shares1

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1

Event2026-06-30

Filed2026-07-24