Sponsored
The Analysis of ENVESTNET ASSET MANAGEMENT INC's Holdings & P&L
Currently, ENVESTNET ASSET MANAGEMENT INC holds 4822 types of securities in its portfolio with a total value $423.6B. In the most recent quarter, they have increased their positions in N/A (+8.4M shares, valued at $6.3B), VUG (+49.9M shares, valued at $4.3B), IUSB (+46.9M shares, valued at $2.2B); decreased their positions in QUAL (-10.2M shares, valued at $2.2B), EFV (-27.4M shares, valued at $2.1B), IEMG (-17.7M shares, valued at $1.5B); initiated new positions in N/A (+50.7M shares, valued at $1.4B), N/A (+22.2M shares, valued at $1.1B), N/A (+16.3M shares, valued at $416.7M).
1M P&L
+9.6B+2.83%
3M P&L
+2.8B+0.82%
HY P&L
-19.9B-5.41%
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/A238.4B
68.7%
2Semiconductors10.5B
3.0%
3Software - Infrastructure5.5B
1.6%
Top Industries by Stock Count
1N/A2464 stocks
54.4%
2Banks - Regional121 stocks
2.7%
3Biotechnology94 stocks
2.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ISHARES TR
25.58%ISHARES TR
Shares41.4M
Event2026-06-30
Filed2026-08-03
IUSB
35.26%ISHARES TR
Shares180.0M
Event2026-06-30
Filed2026-08-03
DYNF
3.75%BLACKROCK ETF TRUST
Shares113.0M
Event2026-06-30
Filed2026-08-03
VOO
1.33%VANGUARD INDEX FDS
Shares10.8M
Event2026-06-30
Filed2026-08-03
IVW
-0.10%ISHARES TR
Shares49.3M
Event2026-06-30
Filed2026-08-03
VEA
2.37%VANGUARD TAX-MANAGED FDS
Shares88.1M
Event2026-06-30
Filed2026-08-03
IEMG
-20.44%ISHARES INC
Shares69.0M
Event2026-06-30
Filed2026-08-03
IVE
-15.80%ISHARES TR
Shares23.3M
Event2026-06-30
Filed2026-08-03
VUG
573.37%VANGUARD INDEX FDS
Shares58.6M
Event2026-06-30
Filed2026-08-03
VTV
2.40%VANGUARD INDEX FDS
Shares23.1M
Event2026-06-30
Filed2026-08-03
NVDA
3.72%NVIDIA CORPORATION
Shares23.9M
Event2026-06-30
Filed2026-08-03
ISHARES TR
-3.37%ISHARES TR
Shares49.1M
Event2026-06-30
Filed2026-08-03
MSFT
-1.27%MICROSOFT CORP
Shares11.5M
Event2026-06-30
Filed2026-08-03
ISHARES TR
-3.42%ISHARES TR
Shares43.0M
Event2026-06-30
Filed2026-08-03
AAPL
4.91%APPLE INC
Shares14.0M
Event2026-06-30
Filed2026-08-03
GOVT
8.65%ISHARES TR
Shares167.2M
Event2026-06-30
Filed2026-08-03
AMZN
-0.74%AMAZON COM INC
Shares13.0M
Event2026-06-30
Filed2026-08-03
BAI
-13.48%BLACKROCK ETF TRUST
Shares57.6M
Event2026-06-30
Filed2026-08-03
BROADCOM INC
6.70%BROADCOM INC
Shares7.9M
Event2026-06-30
Filed2026-08-03
BNDX
3.86%VANGUARD CHARLOTTE FDS
Shares61.5M
Event2026-06-30
Filed2026-08-03
EFG
5.41%ISHARES TR
Shares23.6M
Event2026-06-30
Filed2026-08-03
MBB
6.94%ISHARES TR
Shares30.9M
Event2026-06-30
Filed2026-08-03
IJH
3.21%ISHARES TR
Shares37.2M
Event2026-06-30
Filed2026-08-03
MTUM
-6.75%ISHARES TR
Shares7.9M
Event2026-06-30
Filed2026-08-03
GOOGL
2.18%ALPHABET INC
Shares7.5M
Event2026-06-30
Filed2026-08-03
IWF
291.93%ISHARES TR
Shares21.0M
Event2026-06-30
Filed2026-08-03
BSV
2.54%VANGUARD BD INDEX FDS
Shares32.3M
Event2026-06-30
Filed2026-08-03
EFV
-45.90%ISHARES TR
Shares32.3M
Event2026-06-30
Filed2026-08-03
IJR
-9.32%ISHARES TR
Shares16.2M
Event2026-06-30
Filed2026-08-03
VWO
1.59%VANGUARD INTL EQUITY INDEX F
Shares40.2M
Event2026-06-30
Filed2026-08-03
JPMORGAN CHASE & CO
1.15%JPMORGAN CHASE & CO
Shares7.3M
Event2026-06-30
Filed2026-08-03
QQQM
2.30%INVESCO EXCH TRADED FD TR II
Shares7.6M
Event2026-06-30
Filed2026-08-03
VANGUARD INDEX FDS
1.74%VANGUARD INDEX FDS
Shares6.1M
Event2026-06-30
Filed2026-08-03
GOOG
1.93%ALPHABET INC
Shares6.4M
Event2026-06-30
Filed2026-08-03
QQQ
1.00%INVESCO QQQ TR
Shares3.0M
Event2026-06-30
Filed2026-08-03
SCHG
-4.15%SCHWAB STRATEGIC TR
Shares61.8M
Event2026-06-30
Filed2026-08-03
XLK
-7.25%SELECT SECTOR SPDR TR
Shares10.9M
Event2026-06-30
Filed2026-08-03
BLCR
8.17%BLACKROCK ETF TRUST
Shares40.8M
Event2026-06-30
Filed2026-08-03
VO
320.34%VANGUARD INDEX FDS
Shares24.8M
Event2026-06-30
Filed2026-08-03
SPDR SERIES TRUST
12.04%SPDR SERIES TRUST
Shares22.7M
Event2026-06-30
Filed2026-08-03
TLH
-14.33%ISHARES TR
Shares19.7M
Event2026-06-30
Filed2026-08-03
STATE STR SPDR S&P 500 ETF T
0.74%STATE STR SPDR S&P 500 ETF T
Shares2.6M
Event2026-06-30
Filed2026-08-03
MUB
5.27%ISHARES TR
Shares17.6M
Event2026-06-30
Filed2026-08-03
BIV
2.89%VANGUARD BD INDEX FDS
Shares24.2M
Event2026-06-30
Filed2026-08-03
BND
5.38%VANGUARD BD INDEX FDS
Shares25.2M
Event2026-06-30
Filed2026-08-03
CORO
2821.28%BLACKROCK ETF TRUST
Shares50.1M
Event2026-06-30
Filed2026-08-03
META PLATFORMS INC
2.02%META PLATFORMS INC
Shares3.2M
Event2026-06-30
Filed2026-08-03
TSM
-1.49%TAIWAN SEMICONDUCTOR MANUFAC
Shares3.8M
Event2026-06-30
Filed2026-08-03
QUAL
-57.46%ISHARES TR
Shares7.6M
Event2026-06-30
Filed2026-08-03
IDEF
16.67%BLACKROCK ETF TRUST
Shares52.0M
Event2026-06-30
Filed2026-08-03
IWD
-2.49%ISHARES TR
Shares6.7M
Event2026-06-30
Filed2026-08-03
THRO
-32.48%BLACKROCK ETF TRUST
Shares37.2M
Event2026-06-30
Filed2026-08-03
IWB
-10.01%ISHARES TR
Shares3.9M
Event2026-06-30
Filed2026-08-03
AVEM
0.01%AMERICAN CENTY ETF TR
Shares16.1M
Event2026-06-30
Filed2026-08-03
BDYN
2.30%BLACKROCK ETF TRUST
Shares55.8M
Event2026-06-30
Filed2026-08-03
IEF
4.27%ISHARES TR
Shares15.4M
Event2026-06-30
Filed2026-08-03
BLACKROCK ETF TRUST
NewBLACKROCK ETF TRUST
Shares50.7M
Event2026-06-30
Filed2026-08-03
LLY
0.06%ELI LILLY & CO
Shares1.2M
Event2026-06-30
Filed2026-08-03
VISA INC
-5.62%VISA INC
Shares3.9M
Event2026-06-30
Filed2026-08-03
VMBS
3.36%VANGUARD SCOTTSDALE FDS
Shares28.3M
Event2026-06-30
Filed2026-08-03
LRCX
3.47%LAM RESEARCH CORP
Shares3.0M
Event2026-06-30
Filed2026-08-03
XLF
-2.23%SELECT SECTOR SPDR TR
Shares23.5M
Event2026-06-30
Filed2026-08-03
JNJ
-0.64%JOHNSON & JOHNSON
Shares4.9M
Event2026-06-30
Filed2026-08-03
ABBVIE INC
0.68%ABBVIE INC
Shares4.9M
Event2026-06-30
Filed2026-08-03
APUE
3.65%TRUST FOR PROFESSIONAL MANAG
Shares26.3M
Event2026-06-30
Filed2026-08-03
VB
11.32%VANGUARD INDEX FDS
Shares3.9M
Event2026-06-30
Filed2026-08-03
CISCO SYS INC
-0.20%CISCO SYS INC
Shares10.0M
Event2026-06-30
Filed2026-08-03
IXUS
2.09%ISHARES TR
Shares12.0M
Event2026-06-30
Filed2026-08-03
DFAI
6.95%DIMENSIONAL ETF TRUST
Shares27.8M
Event2026-06-30
Filed2026-08-03
SPYG
10.53%SPDR SERIES TRUST
Shares9.5M
Event2026-06-30
Filed2026-08-03
PM
4.82%PHILIP MORRIS INTL INC
Shares6.2M
Event2026-06-30
Filed2026-08-03
BLACKROCK ETF TRUST II
NewBLACKROCK ETF TRUST II
Shares22.2M
Event2026-06-30
Filed2026-08-03
VXF
4.85%VANGUARD INDEX FDS
Shares4.5M
Event2026-06-30
Filed2026-08-03
CGDV
6.85%CAPITAL GROUP DIVIDEND VALUE
Shares22.2M
Event2026-06-30
Filed2026-08-03
VXUS
0.62%VANGUARD STAR FDS
Shares12.2M
Event2026-06-30
Filed2026-08-03
BLV
1.62%VANGUARD BD INDEX FDS
Shares13.9M
Event2026-06-30
Filed2026-08-03
MASTERCARD INCORPORATED
-5.14%MASTERCARD INCORPORATED
Shares1.8M
Event2026-06-30
Filed2026-08-03
MGC
-0.80%VANGUARD WORLD FD
Shares3.4M
Event2026-06-30
Filed2026-08-03
VEU
1.64%VANGUARD INTL EQUITY INDEX F
Shares11.0M
Event2026-06-30
Filed2026-08-03
HD
0.41%HOME DEPOT INC
Shares2.6M
Event2026-06-30
Filed2026-08-03
APH
-2.36%AMPHENOL CORP
Shares5.1M
Event2026-06-30
Filed2026-08-03
BDVL
5.61%BLACKROCK ETF TRUST
Shares34.4M
Event2026-06-30
Filed2026-08-03
AVLV
-3.56%AMERICAN CENTY ETF TR
Shares9.8M
Event2026-06-30
Filed2026-08-03
ASML
6.53%ASML HLDG NV
Shares440.7K
Event2026-06-30
Filed2026-08-03
MU
14.62%MICRON TECHNOLOGY INC
Shares756.2K
Event2026-06-30
Filed2026-08-03
IWP
1.63%ISHARES TR
Shares5.9M
Event2026-06-30
Filed2026-08-03
DGRO
4.45%ISHARES TR
Shares11.1M
Event2026-06-30
Filed2026-08-03
CVX
-2.78%CHEVRON CORPORATION
Shares5.1M
Event2026-06-30
Filed2026-08-03
IUSV
5.74%ISHARES TR
Shares7.6M
Event2026-06-30
Filed2026-08-03
UNITEDHEALTH GROUP INC
20.23%UNITEDHEALTH GROUP INC
Shares2.0M
Event2026-06-30
Filed2026-08-03
CGGR
7.99%CAPITAL GROUP GROWTH ETF
Shares16.6M
Event2026-06-30
Filed2026-08-03
KLAC
862.38%KLA CORP
Shares2.6M
Event2026-06-30
Filed2026-08-03
VCIT
-15.51%VANGUARD SCOTTSDALE FDS
Shares9.4M
Event2026-06-30
Filed2026-08-03
EFA
10.86%ISHARES TR
Shares7.3M
Event2026-06-30
Filed2026-08-03
BINC
-48.10%BLACKROCK ETF TRUST II
Shares14.0M
Event2026-06-30
Filed2026-08-03
PH
-3.18%PARKER-HANNIFIN CORP
Shares732.8K
Event2026-06-30
Filed2026-08-03
APPLIED MATLS INC
-1.02%APPLIED MATLS INC
Shares987.6K
Event2026-06-30
Filed2026-08-03
IQLT
1.11%ISHARES TR
Shares14.4M
Event2026-06-30
Filed2026-08-03
TJX
0.61%TJX COS INC NEW
Shares4.7M
Event2026-06-30
Filed2026-08-03
UNP
34.47%UNION PAC CORP
Shares2.6M
Event2026-06-30
Filed2026-08-03
VONG
6.78%VANGUARD SCOTTSDALE FDS
Shares5.4M
Event2026-06-30
Filed2026-08-03
ITOT
-1.32%ISHARES TR
Shares4.2M
Event2026-06-30
Filed2026-08-03
XLV
-18.05%SELECT SECTOR SPDR TR
Shares4.2M
Event2026-06-30
Filed2026-08-03
IEUR
-11.71%ISHARES TR
Shares8.9M
Event2026-06-30
Filed2026-08-03
LQD
-0.35%ISHARES TR
Shares6.1M
Event2026-06-30
Filed2026-08-03
IAU
-2.06%ISHARES GOLD TR
Shares8.8M
Event2026-06-30
Filed2026-08-03
LMUB
7.27%ISHARES TR
Shares12.9M
Event2026-06-30
Filed2026-08-03
VCSH
11.09%VANGUARD SCOTTSDALE FDS
Shares8.2M
Event2026-06-30
Filed2026-08-03
MS
-0.22%MORGAN STANLEY
Shares3.1M
Event2026-06-30
Filed2026-08-03
ETN
1.56%EATON CORP PLC
Shares1.5M
Event2026-06-30
Filed2026-08-03
ADI
1.24%ANALOG DEVICES INC
Shares1.6M
Event2026-06-30
Filed2026-08-03
RTX CORPORATION
-0.39%RTX CORPORATION
Shares3.4M
Event2026-06-30
Filed2026-08-03
JEPI
1.31%J P MORGAN EXCHANGE TRADED F
Shares11.3M
Event2026-06-30
Filed2026-08-03
CGUS
0.96%CAPITAL GROUP CORE EQUITY ET
Shares14.1M
Event2026-06-30
Filed2026-08-03
DFAC
4.17%DIMENSIONAL ETF TRUST
Shares13.8M
Event2026-06-30
Filed2026-08-03
AMGN
-0.44%AMGEN INC
Shares1.7M
Event2026-06-30
Filed2026-08-03
BRK.B
-1.82%BERKSHIRE HATHAWAY INC DEL
Shares1.2M
Event2026-06-30
Filed2026-08-03
VIG
3.22%VANGUARD SPECIALIZED FUNDS
Shares2.6M
Event2026-06-30
Filed2026-08-03
SPHQ
236.87%INVESCO EXCHANGE TRADED FD T
Shares6.7M
Event2026-06-30
Filed2026-08-03
TXN
18.09%TEXAS INSTRS INC
Shares2.0M
Event2026-06-30
Filed2026-08-03
IUSG
10.40%ISHARES TR
Shares3.2M
Event2026-06-30
Filed2026-08-03
TSLA
3.70%TESLA INC
Shares1.4M
Event2026-06-30
Filed2026-08-03
WMT
-4.62%WALMART INC
Shares5.1M
Event2026-06-30
Filed2026-08-03
COSTCO WHOLESALE CORPORATION
-0.58%COSTCO WHOLESALE CORPORATION
Shares613.5K
Event2026-06-30
Filed2026-08-03
GEV
18.23%GE VERNOVA INC
Shares487.8K
Event2026-06-30
Filed2026-08-03
VYM
4.70%VANGUARD WHITEHALL FDS
Shares3.6M
Event2026-06-30
Filed2026-08-03
AMD
25.08%ADVANCED MICRO DEVICES INC
Shares976.8K
Event2026-06-30
Filed2026-08-03
GE
3.75%GE AEROSPACE
Shares1.5M
Event2026-06-30
Filed2026-08-03
SCHD
2.05%SCHWAB STRATEGIC TR
Shares17.7M
Event2026-06-30
Filed2026-08-03
EWJ
2.19%ISHARES INC
Shares6.0M
Event2026-06-30
Filed2026-08-03
ANET
1.87%ARISTA NETWORKS INC
Shares3.3M
Event2026-06-30
Filed2026-08-03
VZ
1.67%VERIZON COMMUNICATIONS INC
Shares13.1M
Event2026-06-30
Filed2026-08-03
CGGO
7.23%CAPITAL GROUP GBL GROWTH EQT
Shares12.9M
Event2026-06-30
Filed2026-08-03
XLI
-5.13%SELECT SECTOR SPDR TR
Shares2.9M
Event2026-06-30
Filed2026-08-03
CGGE
6.08%CAPITAL GROUP GLOBAL EQUITY
Shares15.0M
Event2026-06-30
Filed2026-08-03
WFC
0.64%WELLS FARGO & CO
Shares6.4M
Event2026-06-30
Filed2026-08-03
BAC
1.44%BANK OF AMER CORP
Shares9.1M
Event2026-06-30
Filed2026-08-03
VV
-2.15%VANGUARD INDEX FDS
Shares1.5M
Event2026-06-30
Filed2026-08-03
PNC
4.49%PNC FINL SVCS GROUP INC
Shares2.1M
Event2026-06-30
Filed2026-08-03
BLK
-1.90%BLACKROCK INC
Shares534.8K
Event2026-06-30
Filed2026-08-03
SCHW
-0.91%SCHWAB CHARLES CORP
Shares5.6M
Event2026-06-30
Filed2026-08-03
MRK
3.74%MERCK & CO INC
Shares4.0M
Event2026-06-30
Filed2026-08-03
PG
-0.71%PROCTER & GAMBLE CO
Shares3.5M
Event2026-06-30
Filed2026-08-03
APIE
5.30%TRUST FOR PROFESSIONAL MANAG
Shares13.2M
Event2026-06-30
Filed2026-08-03
XLC
-27.18%SELECT SECTOR SPDR TR
Shares4.8M
Event2026-06-30
Filed2026-08-03
IDEV
0.64%ISHARES TR
Shares5.7M
Event2026-06-30
Filed2026-08-03
PLD
0.23%PROLOGIS INC.
Shares3.7M
Event2026-06-30
Filed2026-08-03
IWM
-7.18%ISHARES TR
Shares1.7M
Event2026-06-30
Filed2026-08-03
FAST
0.49%FASTENAL CO
Shares10.3M
Event2026-06-30
Filed2026-08-03
IWR
0.66%ISHARES TR
Shares4.5M
Event2026-06-30
Filed2026-08-03
SMH
-0.96%VANECK ETF TRUST
Shares739.0K
Event2026-06-30
Filed2026-08-03
MEDTRONIC PLC
-9.38%MEDTRONIC PLC
Shares6.2M
Event2026-06-30
Filed2026-08-03
LIN
-0.77%LINDE PLC
Shares926.9K
Event2026-06-30
Filed2026-08-03
TLT
18.34%ISHARES TR
Shares5.6M
Event2026-06-30
Filed2026-08-03
KO
-1.23%COCA COLA CO
Shares5.9M
Event2026-06-30
Filed2026-08-03
DELL
19.22%DELL TECHNOLOGIES INC
Shares1.1M
Event2026-06-30
Filed2026-08-03
IWN
-0.30%ISHARES TR
Shares2.1M
Event2026-06-30
Filed2026-08-03
IGIB
6.10%ISHARES TR
Shares8.9M
Event2026-06-30
Filed2026-08-03
AVDE
6.76%AMERICAN CENTY ETF TR
Shares5.2M
Event2026-06-30
Filed2026-08-03
CGDG
14.37%CAPITAL GROUP DIVIDEND GROWE
Shares12.3M
Event2026-06-30
Filed2026-08-03
PGR
0.96%PROGRESSIVE CORP
Shares2.1M
Event2026-06-30
Filed2026-08-03
NEXTERA ENERGY INC
-5.62%NEXTERA ENERGY INC
Shares5.2M
Event2026-06-30
Filed2026-08-03
GSLC
18.80%GOLDMAN SACHS ETF TR
Shares3.2M
Event2026-06-30
Filed2026-08-03
SCHV
-29.12%SCHWAB STRATEGIC TR
Shares13.0M
Event2026-06-30
Filed2026-08-03
RDVY
1.60%FIRST TR EXCHANGE TRADED FD
Shares5.5M
Event2026-06-30
Filed2026-08-03
AEP
8.52%AMERICAN ELEC PWR CO INC
Shares3.2M
Event2026-06-30
Filed2026-08-03
CHUBB LIMITED
-0.09%CHUBB LIMITED
Shares1.3M
Event2026-06-30
Filed2026-08-03
VANGUARD SCOTTSDALE FDS
0.44%VANGUARD SCOTTSDALE FDS
Shares3.6M
Event2026-06-30
Filed2026-08-03
WEC
3.06%WEC ENERGY GROUP INC
Shares3.7M
Event2026-06-30
Filed2026-08-03
GOLDMAN SACHS ETF TR
395.60%GOLDMAN SACHS ETF TR
Shares8.5M
Event2026-06-30
Filed2026-08-03
ASTRAZENECA PLC
0.46%ASTRAZENECA PLC
Shares2.3M
Event2026-06-30
Filed2026-08-03
GLD
0.50%SPDR GOLD TR
Shares1.2M
Event2026-06-30
Filed2026-08-03
BIL
-35.71%SPDR SERIES TRUST
Shares4.7M
Event2026-06-30
Filed2026-08-03
IWO
-1.53%ISHARES TR
Shares1.1M
Event2026-06-30
Filed2026-08-03
SPDW
-6.21%SPDR INDEX SHS FDS
Shares8.4M
Event2026-06-30
Filed2026-08-03
APCB
5.34%TRUST FOR PROFESSIONAL MANAG
Shares14.3M
Event2026-06-30
Filed2026-08-03
HYG
5.50%ISHARES TR
Shares5.2M
Event2026-06-30
Filed2026-08-03
BLACKROCK ETF TRUST
NewBLACKROCK ETF TRUST
Shares16.3M
Event2026-06-30
Filed2026-08-03
RSP
-39.05%INVESCO EXCHANGE TRADED FD T
Shares2.0M
Event2026-06-30
Filed2026-08-03
ORACLE CORP
-2.71%ORACLE CORP
Shares2.8M
Event2026-06-30
Filed2026-08-03
SPIB
4.91%SPDR SERIES TRUST
Shares12.1M
Event2026-06-30
Filed2026-08-03
UBER
-4.05%UBER TECHNOLOGIES INC
Shares5.6M
Event2026-06-30
Filed2026-08-03
IEI
-10.76%ISHARES TR
Shares3.4M
Event2026-06-30
Filed2026-08-03
XLE
38.62%SELECT SECTOR SPDR TR
Shares7.6M
Event2026-06-30
Filed2026-08-03
VGT
817.27%VANGUARD WORLD FD
Shares3.3M
Event2026-06-30
Filed2026-08-03
VGIT
15.05%VANGUARD SCOTTSDALE FDS
Shares6.7M
Event2026-06-30
Filed2026-08-03
CAT
-12.62%CATERPILLAR INC
Shares370.1K
Event2026-06-30
Filed2026-08-03
C
-4.16%CITIGROUP INC
Shares2.8M
Event2026-06-30
Filed2026-08-03
NETFLIX INC.
0.63%NETFLIX INC.
Shares5.4M
Event2026-06-30
Filed2026-08-03
VBR
-1.23%VANGUARD INDEX FDS
Shares1.6M
Event2026-06-30
Filed2026-08-03
SEAGATE TECHNOLOGY HLDNGS PL
30.54%SEAGATE TECHNOLOGY HLDNGS PL
Shares398.3K
Event2026-06-30
Filed2026-08-03
USB
-2.22%US BANCORP
Shares6.3M
Event2026-06-30
Filed2026-08-03
SBUX
-6.87%STARBUCKS CORP
Shares3.7M
Event2026-06-30
Filed2026-08-03
LHX
-4.21%L3HARRIS TECHNOLOGIES INC
Shares1.3M
Event2026-06-30
Filed2026-08-03
PIEQ
182.71%PRINCIPAL EXCHANGE TRADED FD
Shares10.6M
Event2026-06-30
Filed2026-08-03
GLW
22.92%CORNING INC
Shares1.5M
Event2026-06-30
Filed2026-08-03
CGMU
6.69%CAPITAL GRP FIXED INCM ETF T
Shares13.7M
Event2026-06-30
Filed2026-08-03
MNST
-1.03%MONSTER BEVERAGE CORP NEW
Shares3.8M
Event2026-06-30
Filed2026-08-03
SPSM
48.68%SPDR SERIES TRUST
Shares6.4M
Event2026-06-30
Filed2026-08-03
SPEM
-5.34%SPDR INDEX SHS FDS
Shares7.1M
Event2026-06-30
Filed2026-08-03
FBND
7.86%FIDELITY MERRIMACK STR TR
Shares8.1M
Event2026-06-30
Filed2026-08-03
CGBL
17.11%CAPITAL GROUP CORE BALANCED
Shares9.7M
Event2026-06-30
Filed2026-08-03
WMB
7.60%WILLIAMS COS INC
Shares4.9M
Event2026-06-30
Filed2026-08-03
NVS
0.85%NOVARTIS AG
Shares2.3M
Event2026-06-30
Filed2026-08-03
USMV
-5.56%ISHARES TR
Shares3.8M
Event2026-06-30
Filed2026-08-03
ECL
-5.30%ECOLAB INC
Shares1.3M
Event2026-06-30
Filed2026-08-03
PYLD
13.11%PIMCO ETF TR
Shares13.6M
Event2026-06-30
Filed2026-08-03
ABT
-23.70%ABBOTT LABORATORIES
Shares4.0M
Event2026-06-30
Filed2026-08-03
IGSB
-2.38%ISHARES TR
Shares6.8M
Event2026-06-30
Filed2026-08-03
FENI
89.54%FIDELITY COVINGTON TRUST
Shares8.9M
Event2026-06-30
Filed2026-08-03
JAAA
9.32%JANUS DETROIT STR TR
Shares6.9M
Event2026-06-30
Filed2026-08-03
BUFR
7.43%FIRST TR EXCHNG TRADED FD VI
Shares9.5M
Event2026-06-30
Filed2026-08-03
CGMM
14.93%CAPITAL GROUP EQUITY ETF TR
Shares10.5M
Event2026-06-30
Filed2026-08-03
MCD
-2.18%MCDONALDS CORP
Shares1.3M
Event2026-06-30
Filed2026-08-03
PANW
-6.65%PALO ALTO NETWORKS INC
Shares1.0M
Event2026-06-30
Filed2026-08-03
TSME
-21.07%THRIVENT ETF TRUST
Shares6.6M
Event2026-06-30
Filed2026-08-03
CMI
-15.79%CUMMINS INC
Shares482.9K
Event2026-06-30
Filed2026-08-03
CGHM
10.17%CAPITAL GRP FIXED INCM ETF T
Shares13.3M
Event2026-06-30
Filed2026-08-03
CME
-21.68%CME GROUP INC
Shares1.6M
Event2026-06-30
Filed2026-08-03
IYW
2.42%ISHARES TR
Shares1.4M
Event2026-06-30
Filed2026-08-03
USMC
2.03%PRINCIPAL EXCHANGE TRADED FD
Shares4.6M
Event2026-06-30
Filed2026-08-03
DIS
0.17%DISNEY WALT CO
Shares3.5M
Event2026-06-30
Filed2026-08-03
LCTU
-4.69%BLACKROCK ETF TRUST
Shares4.2M
Event2026-06-30
Filed2026-08-03
ESGU
-1.64%ISHARES TR
Shares2.1M
Event2026-06-30
Filed2026-08-03
GNR
1.68%SPDR INDEX SHS FDS
Shares5.0M
Event2026-06-30
Filed2026-08-03
TCPB
7.88%THRIVENT ETF TRUST
Shares6.5M
Event2026-06-30
Filed2026-08-03
IJJ
1.94%ISHARES TR
Shares2.2M
Event2026-06-30
Filed2026-08-03
USIG
-7.33%ISHARES TR
Shares6.4M
Event2026-06-30
Filed2026-08-03
VT
-49.00%VANGUARD INTL EQUITY INDEX F
Shares2.1M
Event2026-06-30
Filed2026-08-03
GSUS
3.07%GOLDMAN SACHS ETF TR
Shares3.2M
Event2026-06-30
Filed2026-08-03
XLY
-20.87%SELECT SECTOR SPDR TR
Shares2.8M
Event2026-06-30
Filed2026-08-03
GD
-3.51%GENERAL DYNAMICS CORP
Shares915.7K
Event2026-06-30
Filed2026-08-03
ORLY
-3.58%OREILLY AUTOMOTIVE INC
Shares3.5M
Event2026-06-30
Filed2026-08-03
DUK
-2.37%DUKE ENERGY CORP NEW
Shares2.6M
Event2026-06-30
Filed2026-08-03
BK
5.80%BANK OF NY MELLON CORP
Shares2.2M
Event2026-06-30
Filed2026-08-03
COF
1.40%CAPITAL ONE FINL CORP
Shares1.6M
Event2026-06-30
Filed2026-08-03
SCHO
72.70%SCHWAB STRATEGIC TR
Shares13.2M
Event2026-06-30
Filed2026-08-03
PEP
-8.38%PEPSICO INC
Shares2.4M
Event2026-06-30
Filed2026-08-03
GBIL
14.94%GOLDMAN SACHS ETF TR
Shares3.2M
Event2026-06-30
Filed2026-08-03
S&P GLOBAL INC
-2.76%S&P GLOBAL INC
Shares770.1K
Event2026-06-30
Filed2026-08-03
MGK
399.67%VANGUARD WORLD FD
Shares3.6M
Event2026-06-30
Filed2026-08-03
SPTL
8.55%SPDR SERIES TRUST
Shares11.9M
Event2026-06-30
Filed2026-08-03
QCOM
-33.07%QUALCOMM INC
Shares1.7M
Event2026-06-30
Filed2026-08-03
EMXC
47.52%ISHARES INC
Shares3.0M
Event2026-06-30
Filed2026-08-03
SELECT SECTOR SPDR TR
-8.55%SELECT SECTOR SPDR TR
Shares6.8M
Event2026-06-30
Filed2026-08-03
DE
-9.09%DEERE & CO
Shares485.1K
Event2026-06-30
Filed2026-08-03
BBUS
11.44%J P MORGAN EXCHANGE TRADED F
Shares2.3M
Event2026-06-30
Filed2026-08-03
CROWDSTRIKE HLDGS INC
-5.04%CROWDSTRIKE HLDGS INC
Shares399.2K
Event2026-06-30
Filed2026-08-03
TEL
3.31%TE CONNECTIVITY PLC
Shares1.5M
Event2026-06-30
Filed2026-08-03
SPMD
8.20%SPDR SERIES TRUST
Shares4.5M
Event2026-06-30
Filed2026-08-03
CVS
51.12%CVS HEALTH CORP
Shares2.9M
Event2026-06-30
Filed2026-08-03
MSI
-4.59%MOTOROLA SOLUTIONS INC
Shares722.2K
Event2026-06-30
Filed2026-08-03
PAVE
24.50%GLOBAL X FDS
Shares5.1M
Event2026-06-30
Filed2026-08-03
AVUV
-3.83%AMERICAN CENTY ETF TR
Shares2.4M
Event2026-06-30
Filed2026-08-03
TMO
-3.44%THERMO FISHER SCIENTIFIC INC
Shares592.3K
Event2026-06-30
Filed2026-08-03
VTEB
8.34%VANGUARD MUN BD FDS
Shares5.9M
Event2026-06-30
Filed2026-08-03
GS
0.77%GOLDMAN SACHS GROUP INC
Shares292.5K
Event2026-06-30
Filed2026-08-03
COP
-0.30%CONOCOPHILLIPS
Shares2.8M
Event2026-06-30
Filed2026-08-03
VRT
6.89%VERTIV HOLDINGS CO
Shares880.7K
Event2026-06-30
Filed2026-08-03
EOG
-4.37%EOG RES INC
Shares2.3M
Event2026-06-30
Filed2026-08-03
T
-14.50%AT&T INC
Shares14.1M
Event2026-06-30
Filed2026-08-03
MCK
-9.33%MCKESSON CORP
Shares385.2K
Event2026-06-30
Filed2026-08-03
CASY
-24.29%CASEYS GEN STORES INC
Shares363.2K
Event2026-06-30
Filed2026-08-03
FELG
-4.16%FIDELITY COVINGTON TRUST
Shares6.6M
Event2026-06-30
Filed2026-08-03
IBM
-4.15%INTERNATIONAL BUSINESS MACHS
Shares1.0M
Event2026-06-30
Filed2026-08-03
ADP
5.44%AUTOMATIC DATA PROCESSING IN
Shares1.3M
Event2026-06-30
Filed2026-08-03
WDC
-37.14%WESTERN DIGITAL CORP
Shares440.9K
Event2026-06-30
Filed2026-08-03
SCHH
6.45%SCHWAB STRATEGIC TR
Shares11.8M
Event2026-06-30
Filed2026-08-03
CGCP
7.70%CAPITAL GRP FIXED INCM ETF T
Shares12.4M
Event2026-06-30
Filed2026-08-03
SNA
-9.22%SNAP ON INC
Shares684.8K
Event2026-06-30
Filed2026-08-03
MO
5.92%ALTRIA GROUP INC
Shares3.8M
Event2026-06-30
Filed2026-08-03
PVAL
16.43%PUTNAM ETF TRUST
Shares5.4M
Event2026-06-30
Filed2026-08-03
VYMI
22.03%VANGUARD WHITEHALL FDS
Shares2.8M
Event2026-06-30
Filed2026-08-03
SHY
-6.80%ISHARES TR
Shares3.3M
Event2026-06-30
Filed2026-08-03
DFIV
21.42%DIMENSIONAL ETF TRUST
Shares5.1M
Event2026-06-30
Filed2026-08-03
XLB
385.72%SELECT SECTOR SPDR TR
Shares5.4M
Event2026-06-30
Filed2026-08-03
JBND
38.52%J P MORGAN EXCHANGE TRADED F
Shares5.1M
Event2026-06-30
Filed2026-08-03
PAYX
-0.38%PAYCHEX INC
Shares2.8M
Event2026-06-30
Filed2026-08-03
AVDV
2.91%AMERICAN CENTY ETF TR
Shares2.6M
Event2026-06-30
Filed2026-08-03
BTI
6.10%BRITISH AMERN TOB PLC
Shares4.4M
Event2026-06-30
Filed2026-08-03
IGM
-7.08%ISHARES TR
Shares1.7M
Event2026-06-30
Filed2026-08-03
GSIE
41.30%GOLDMAN SACHS ETF TR
Shares5.9M
Event2026-06-30
Filed2026-08-03
J P MORGAN EXCHANGE TRADED F
8.18%J P MORGAN EXCHANGE TRADED F
Shares4.3M
Event2026-06-30
Filed2026-08-03
BOND
9.84%PIMCO ETF TR
Shares2.9M
Event2026-06-30
Filed2026-08-03
JIRE
3.49%J P MORGAN EXCHANGE TRADED F
Shares3.2M
Event2026-06-30
Filed2026-08-03
SPYV
-10.45%SPDR SERIES TRUST
Shares4.3M
Event2026-06-30
Filed2026-08-03
PRF
-0.84%INVESCO EXCHANGE TRADED FD T
Shares4.8M
Event2026-06-30
Filed2026-08-03
AVUS
9.71%AMERICAN CENTY ETF TR
Shares2.0M
Event2026-06-30
Filed2026-08-03
EAGG
22.89%ISHARES TR
Shares5.4M
Event2026-06-30
Filed2026-08-03
ACLC
-2.69%AMERICAN CENTY ETF TR
Shares3.0M
Event2026-06-30
Filed2026-08-03
VONV
6.86%VANGUARD SCOTTSDALE FDS
Shares2.4M
Event2026-06-30
Filed2026-08-03
UL
-6.55%UNILEVER PLC
Shares4.2M
Event2026-06-30
Filed2026-08-03
LMT
-11.71%LOCKHEED MARTIN CORP
Shares498.3K
Event2026-06-30
Filed2026-08-03
JOHNSON CONTROLS INTERNATION
-7.44%JOHNSON CONTROLS INTERNATION
Shares1.7M
Event2026-06-30
Filed2026-08-03
SPAB
0.69%SPDR SERIES TRUST
Shares9.9M
Event2026-06-30
Filed2026-08-03
EMR
2.64%EMERSON ELEC CO
Shares1.7M
Event2026-06-30
Filed2026-08-03
CGMS
16.11%CAPITAL GRP FIXED INCM ETF T
Shares9.1M
Event2026-06-30
Filed2026-08-03
DSI
-1.84%ISHARES TR
Shares1.7M
Event2026-06-30
Filed2026-08-03
AXP
-2.25%AMERICAN EXPRESS CO
Shares732.2K
Event2026-06-30
Filed2026-08-03
DFAX
1.35%DIMENSIONAL ETF TRUST
Shares6.7M
Event2026-06-30
Filed2026-08-03
DVY
5.97%ISHARES TR
Shares1.6M
Event2026-06-30
Filed2026-08-03
ETR
8.80%ENTERGY CORP NEW
Shares2.1M
Event2026-06-30
Filed2026-08-03
IJK
5.29%ISHARES TR
Shares2.1M
Event2026-06-30
Filed2026-08-03
SYSB
5.70%ISHARES TR
Shares2.7M
Event2026-06-30
Filed2026-08-03
VRTX
-3.16%VERTEX PHARMACEUTICALS INC
Shares487.6K
Event2026-06-30
Filed2026-08-03
DHR
-8.09%DANAHER CORP DEL
Shares1.3M
Event2026-06-30
Filed2026-08-03
VOE
1.18%VANGUARD INDEX FDS
Shares1.2M
Event2026-06-30
Filed2026-08-03
SOUTHERN CO
2.75%SOUTHERN CO
Shares2.5M
Event2026-06-30
Filed2026-08-03
JIVE
65.62%J P MORGAN EXCHANGE TRADED F
Shares2.6M
Event2026-06-30
Filed2026-08-03
USHY
19.89%ISHARES TR
Shares6.5M
Event2026-06-30
Filed2026-08-03
SPMO
9.48%INVESCO EXCH TRADED FD TR II
Shares1.5M
Event2026-06-30
Filed2026-08-03
BKNG
2517.49%BOOKING HOLDINGS INC
Shares1.3M
Event2026-06-30
Filed2026-08-03
SPTI
5.68%SPDR SERIES TRUST
Shares8.3M
Event2026-06-30
Filed2026-08-03
LOW
-3.89%LOWES COS INC
Shares1.1M
Event2026-06-30
Filed2026-08-03
SCHR
103.73%SCHWAB STRATEGIC TR
Shares9.5M
Event2026-06-30
Filed2026-08-03
VGSH
-2.31%VANGUARD SCOTTSDALE FDS
Shares4.0M
Event2026-06-30
Filed2026-08-03
CAH
-0.86%CARDINAL HEALTH INC
Shares970.4K
Event2026-06-30
Filed2026-08-03
PFE
1.79%PFIZER INC
Shares9.5M
Event2026-06-30
Filed2026-08-03
TTE
-5.59%TOTALENERGIES SE
Shares2.9M
Event2026-06-30
Filed2026-08-03
APPLOVIN CORP
-10.50%APPLOVIN CORP
Shares438.4K
Event2026-06-30
Filed2026-08-03
DBEF
-3.41%DBX ETF TR
Shares4.1M
Event2026-06-30
Filed2026-08-03
APD
-2.53%AIR PRODUCTS AND CHEMICALS I
Shares764.9K
Event2026-06-30
Filed2026-08-03
VBK
-3.84%VANGUARD INDEX FDS
Shares612.8K
Event2026-06-30
Filed2026-08-03
VOT
2.24%VANGUARD INDEX FDS
Shares727.9K
Event2026-06-30
Filed2026-08-03
DFIC
9.68%DIMENSIONAL ETF TRUST
Shares6.0M
Event2026-06-30
Filed2026-08-03
TIP
3.49%ISHARES TR
Shares2.0M
Event2026-06-30
Filed2026-08-03
WASTE MGMT INC DEL
-4.85%WASTE MGMT INC DEL
Shares994.2K
Event2026-06-30
Filed2026-08-03
GILD
-5.89%GILEAD SCIENCES INC
Shares1.7M
Event2026-06-30
Filed2026-08-03
XMMO
22.04%INVESCO EXCHANGE TRADED FD T
Shares1.3M
Event2026-06-30
Filed2026-08-03
ISRG
0.28%INTUITIVE SURGICAL INC
Shares552.6K
Event2026-06-30
Filed2026-08-03
IPAC
-33.83%ISHARES TR
Shares2.7M
Event2026-06-30
Filed2026-08-03
FNDX
6.29%SCHWAB STRATEGIC TR
Shares7.0M
Event2026-06-30
Filed2026-08-03
MDLZ
0.69%MONDELEZ INTL INC
Shares3.8M
Event2026-06-30
Filed2026-08-03
VTIP
0.48%VANGUARD MALVERN FDS
Shares4.3M
Event2026-06-30
Filed2026-08-03
JPST
-22.72%J P MORGAN EXCHANGE TRADED F
Shares4.3M
Event2026-06-30
Filed2026-08-03
JNK
23.33%SPDR SERIES TRUST
Shares2.2M
Event2026-06-30
Filed2026-08-03
CWB
346.18%SPDR SERIES TRUST
Shares2.0M
Event2026-06-30
Filed2026-08-03
VOOG
544.05%VANGUARD ADMIRAL FDS INC
Shares2.6M
Event2026-06-30
Filed2026-08-03
ARCH CAP GROUP LTD
-0.95%ARCH CAP GROUP LTD
Shares2.2M
Event2026-06-30
Filed2026-08-03
IBB
-8.48%ISHARES TR
Shares1.1M
Event2026-06-30
Filed2026-08-03
VNQ
2.55%VANGUARD INDEX FDS
Shares2.2M
Event2026-06-30
Filed2026-08-03
SERVICENOW INC
-13.51%SERVICENOW INC
Shares2.1M
Event2026-06-30
Filed2026-08-03
CDNS
-8.37%CADENCE DESIGN SYSTEM INC
Shares561.9K
Event2026-06-30
Filed2026-08-03
SHOP
-18.82%SHOPIFY INC
Shares1.8M
Event2026-06-30
Filed2026-08-03
INTC
4.74%INTEL CORP
Shares1.5M
Event2026-06-30
Filed2026-08-03
ENB
0.70%ENBRIDGE INC
Shares3.8M
Event2026-06-30
Filed2026-08-03
WELL
9.45%WELLTOWER INC
Shares916.4K
Event2026-06-30
Filed2026-08-03
VWOB
5.01%VANGUARD WHITEHALL FDS
Shares3.1M
Event2026-06-30
Filed2026-08-03
SHW
-31.97%SHERWIN WILLIAMS CO
Shares600.6K
Event2026-06-30
Filed2026-08-03
HEFA
-4.03%ISHARES TR
Shares4.4M
Event2026-06-30
Filed2026-08-03
SGOV
-13.16%ISHARES TR
Shares2.1M
Event2026-06-30
Filed2026-08-03
VLUE
-19.62%ISHARES TR
Shares1.0M
Event2026-06-30
Filed2026-08-03
SYK
12.18%STRYKER CORPORATION
Shares650.5K
Event2026-06-30
Filed2026-08-03
STIP
77.37%ISHARES TR
Shares2.0M
Event2026-06-30
Filed2026-08-03
TRGP
5.76%TARGA RES CORP
Shares756.8K
Event2026-06-30
Filed2026-08-03
MGV
-2.62%VANGUARD WORLD FD
Shares1.2M
Event2026-06-30
Filed2026-08-03
FTGC
880.64%FIRST TR EXCHANGE TRAD FD VI
Shares7.5M
Event2026-06-30
Filed2026-08-03
AZO
-1.34%AUTOZONE INC
Shares63.3K
Event2026-06-30
Filed2026-08-03
CGCB
12.22%CAPITAL GRP FIXED INCM ETF T
Shares7.7M
Event2026-06-30
Filed2026-08-03
CGNG
58.44%CAPITAL GROUP NEW GEOGRAPHY
Shares5.4M
Event2026-06-30
Filed2026-08-03
IYT
21349.18%ISHARES TR
Shares2.3M
Event2026-06-30
Filed2026-08-03
ACWX
21.81%ISHARES TR
Shares2.6M
Event2026-06-30
Filed2026-08-03
FERG
-1.69%FERGUSON ENTERPRISES INC
Shares840.3K
Event2026-06-30
Filed2026-08-03
EME
4.49%EMCOR GROUP INC
Shares239.7K
Event2026-06-30
Filed2026-08-03
FLEX
13.33%FLEX LTD
Shares1.2M
Event2026-06-30
Filed2026-08-03
HSY
11.77%HERSHEY CO
Shares1.1M
Event2026-06-30
Filed2026-08-03
TOTL
20.23%SSGA ACTIVE ETF TR
Shares5.0M
Event2026-06-30
Filed2026-08-03
VGLT
27.54%VANGUARD SCOTTSDALE FDS
Shares3.5M
Event2026-06-30
Filed2026-08-03
NVO
1.81%NOVO-NORDISK A S
Shares4.0M
Event2026-06-30
Filed2026-08-03
BA
-3.51%BOEING CO
Shares889.6K
Event2026-06-30
Filed2026-08-03
AJG
-14.75%GALLAGHER ARTHUR J & CO
Shares833.2K
Event2026-06-30
Filed2026-08-03
FTEC
-2.59%FIDELITY COVINGTON TRUST
Shares669.5K
Event2026-06-30
Filed2026-08-03
IWX
-32.09%ISHARES TR
Shares1.8M
Event2026-06-30
Filed2026-08-03
LCAP
20.10%PRINCIPAL EXCHANGE TRADED FD
Shares5.7M
Event2026-06-30
Filed2026-08-03
USXF
-1.78%ISHARES TR
Shares2.7M
Event2026-06-30
Filed2026-08-03
SFLR
766.73%INNOVATOR ETFS TRUST
Shares4.9M
Event2026-06-30
Filed2026-08-03
DGRW
-8.83%WISDOMTREE TR
Shares2.0M
Event2026-06-30
Filed2026-08-03
SNOWFLAKE INC
-9.21%SNOWFLAKE INC
Shares737.8K
Event2026-06-30
Filed2026-08-03
IDV
1.93%ISHARES TR
Shares4.5M
Event2026-06-30
Filed2026-08-03
SPOTIFY TECHNOLOGY S A
8.28%SPOTIFY TECHNOLOGY S A
Shares408.1K
Event2026-06-30
Filed2026-08-03
MCO
-3.58%MOODYS CORP
Shares412.2K
Event2026-06-30
Filed2026-08-03
EEM
9.25%ISHARES TR
Shares2.7M
Event2026-06-30
Filed2026-08-03
PSC
-3.57%PRINCIPAL EXCHANGE TRADED FD
Shares2.6M
Event2026-06-30
Filed2026-08-03
GCOR
4.26%GOLDMAN SACHS ETF TR
Shares4.5M
Event2026-06-30
Filed2026-08-03
TRAVELERS COMPANIES INC
-6.74%TRAVELERS COMPANIES INC
Shares557.7K
Event2026-06-30
Filed2026-08-03
URI
-3.03%UNITED RENTALS INC
Shares161.7K
Event2026-06-30
Filed2026-08-03
SHEL
7.88%SHELL PLC
Shares2.4M
Event2026-06-30
Filed2026-08-03
RGLO
6.44%RUSSELL INVTS EXCHANGE TRADE
Shares5.6M
Event2026-06-30
Filed2026-08-03
ELV
6.52%ELEVANCE HEALTH INC FORMERLY
Shares468.1K
Event2026-06-30
Filed2026-08-03
EXPD
0.35%EXPEDITORS INTL WASH INC
Shares1.1M
Event2026-06-30
Filed2026-08-03
AMT
6.73%AMERICAN TOWER CORP
Shares1.1M
Event2026-06-30
Filed2026-08-03
NDAQ
-7.01%NASDAQ INC
Shares2.3M
Event2026-06-30
Filed2026-08-03
HWM
2.53%HOWMET AEROSPACE INC
Shares669.5K
Event2026-06-30
Filed2026-08-03
UPS
6.89%UNITED PARCEL SVCS INC
Shares1.7M
Event2026-06-30
Filed2026-08-03
IGEB
25.40%ISHARES TR
Shares3.9M
Event2026-06-30
Filed2026-08-03
FBCG
7.00%FIDELITY COVINGTON TRUST
Shares2.9M
Event2026-06-30
Filed2026-08-03
SPSB
11.18%SPDR SERIES TRUST
Shares5.9M
Event2026-06-30
Filed2026-08-03
SPTS
6.50%SPDR SERIES TRUST
Shares6.1M
Event2026-06-30
Filed2026-08-03
EBAY
-0.08%EBAY INC.
Shares1.6M
Event2026-06-30
Filed2026-08-03
NGG
27.97%NATIONAL GRID PLC
Shares2.1M
Event2026-06-30
Filed2026-08-03
GTO
12.30%INVESCO ACTIVELY MANAGED EXC
Shares3.7M
Event2026-06-30
Filed2026-08-03
DUHP
12.22%DIMENSIONAL ETF TRUST
Shares4.1M
Event2026-06-30
Filed2026-08-03
PSX
-1.79%PHILLIPS 66
Shares1.0M
Event2026-06-30
Filed2026-08-03
SDY
0.75%SPDR SERIES TRUST
Shares1.1M
Event2026-06-30
Filed2026-08-03
COWZ
-44.34%PACER FDS TR
Shares2.7M
Event2026-06-30
Filed2026-08-03
HDV
415.37%ISHARES TR
Shares6.1M
Event2026-06-30
Filed2026-08-03
WTV
-16.79%WISDOMTREE TR
Shares1.7M
Event2026-06-30
Filed2026-08-03
ENTG
1.72%ENTEGRIS INC
Shares929.8K
Event2026-06-30
Filed2026-08-03
XSMO
4.03%INVESCO EXCHANGE TRADED FD T
Shares1.8M
Event2026-06-30
Filed2026-08-03
SCHP
5.02%SCHWAB STRATEGIC TR
Shares6.3M
Event2026-06-30
Filed2026-08-03
SUSC
-27.49%ISHARES TR
Shares7.2M
Event2026-06-30
Filed2026-08-03
MMC
-11.95%MARSH & MCLENNAN COS INC
Shares998.1K
Event2026-06-30
Filed2026-08-03
DIVO
8.86%AMPLIFY ETF TR
Shares3.6M
Event2026-06-30
Filed2026-08-03
CARR
-14.29%CARRIER GLOBAL CORPORATION
Shares2.2M
Event2026-06-30
Filed2026-08-03
SCHI
0.39%SCHWAB STRATEGIC TR
Shares7.2M
Event2026-06-30
Filed2026-08-03
KMI
0.76%KINDER MORGAN INC DEL
Shares5.1M
Event2026-06-30
Filed2026-08-03
SPHY
37.48%SPDR SERIES TRUST
Shares7.0M
Event2026-06-30
Filed2026-08-03
TCHP
-1.69%T ROWE PRICE EXCHANGE-TRADED
Shares3.3M
Event2026-06-30
Filed2026-08-03
SE
0.80%SEA LTD
Shares1.7M
Event2026-06-30
Filed2026-08-03
GEM
108.52%GOLDMAN SACHS ETF TR
Shares3.1M
Event2026-06-30
Filed2026-08-03
QUANTA SVCS INC
11.85%QUANTA SVCS INC
Shares225.1K
Event2026-06-30
Filed2026-08-03
DIHP
7.65%DIMENSIONAL ETF TRUST
Shares4.7M
Event2026-06-30
Filed2026-08-03
GWW
-1.78%WW GRAINGER INC
Shares118.1K
Event2026-06-30
Filed2026-08-03
SCHF
-11.78%SCHWAB STRATEGIC TR
Shares5.8M
Event2026-06-30
Filed2026-08-03
XLSR
9.85%SSGA ACTIVE TR
Shares2.5M
Event2026-06-30
Filed2026-08-03
ITA
-6.01%ISHARES TR
Shares656.0K
Event2026-06-30
Filed2026-08-03
MET
-2.76%METLIFE INC
Shares1.9M
Event2026-06-30
Filed2026-08-03
CRM
-15.58%SALESFORCE INC
Shares1.0M
Event2026-06-30
Filed2026-08-03
BDX
1.15%BECTON DICKINSON & CO
Shares1.0M
Event2026-06-30
Filed2026-08-03
FDVV
6.10%FIDELITY COVINGTON TRUST
Shares2.6M
Event2026-06-30
Filed2026-08-03
TFC
-20.36%TRUIST FINL CORP
Shares3.1M
Event2026-06-30
Filed2026-08-03
EQIX
0.95%EQUINIX INC
Shares149.3K
Event2026-06-30
Filed2026-08-03
DFAS
8.81%DIMENSIONAL ETF TRUST
Shares1.9M
Event2026-06-30
Filed2026-08-03
CORTEVA INC
-3.18%CORTEVA INC
Shares1.8M
Event2026-06-30
Filed2026-08-03
FVD
-2.86%FIRST TR EXCHANGE-TRADED FD
Shares3.2M
Event2026-06-30
Filed2026-08-03
MPWR
-13.73%MONOLITHIC PWR SYS INC
Shares108.6K
Event2026-06-30
Filed2026-08-03
TMUS
1.94%T-MOBILE US INC
Shares889.5K
Event2026-06-30
Filed2026-08-03
ICE
-5.36%INTERCONTINENTAL EXCHANGE IN
Shares1.2M
Event2026-06-30
Filed2026-08-03
AVES
4.07%AMERICAN CENTY ETF TR
Shares2.3M
Event2026-06-30
Filed2026-08-03
CMCSA
-5.49%COMCAST CORP NEW
Shares6.0M
Event2026-06-30
Filed2026-08-03
SNY
-11.89%SANOFI SA
Shares3.4M
Event2026-06-30
Filed2026-08-03
SDVY
-7.21%FIRST TR EXCHANGE TRADED FD
Shares3.4M
Event2026-06-30
Filed2026-08-03
SRE
18.27%SEMPRA
Shares1.6M
Event2026-06-30
Filed2026-08-03
FDMO
3.43%FIDELITY COVINGTON TRUST
Shares1.5M
Event2026-06-30
Filed2026-08-03
HONEYWELL INTL INC
NewHONEYWELL INTL INC
Shares641.1K
Event2026-06-30
Filed2026-08-03
ESGE
-21.23%ISHARES INC
Shares2.6M
Event2026-06-30
Filed2026-08-03
PALANTIR TECHNOLOGIES INC
10.40%PALANTIR TECHNOLOGIES INC
Shares1.2M
Event2026-06-30
Filed2026-08-03
MRVL
-42.92%MARVELL TECHNOLOGY INC
Shares480.5K
Event2026-06-30
Filed2026-08-03
ACCENTURE PLC IRELAND
-18.29%ACCENTURE PLC IRELAND
Shares1.1M
Event2026-06-30
Filed2026-08-03
CL
37.01%COLGATE PALMOLIVE CO
Shares1.6M
Event2026-06-30
Filed2026-08-03
TT
9.09%TRANE TECHNOLOGIES PLC
Shares289.1K
Event2026-06-30
Filed2026-08-03
RSG
6.74%REPUBLIC SVCS INC
Shares665.1K
Event2026-06-30
Filed2026-08-03
ABNB
-8.84%AIRBNB INC
Shares986.1K
Event2026-06-30
Filed2026-08-03
SNPS
-13.13%SYNOPSYS INC
Shares315.5K
Event2026-06-30
Filed2026-08-03
GNRC
-1.66%GENERAC HLDGS INC
Shares480.2K
Event2026-06-30
Filed2026-08-03
HLT
-13.64%HILTON WORLDWIDE HLDGS INC
Shares421.1K
Event2026-06-30
Filed2026-08-03
BCHP
2.46%PRINCIPAL EXCHANGE TRADED FD
Shares3.8M
Event2026-06-30
Filed2026-08-03
OMC
-2.28%OMNICOM GROUP INC
Shares1.9M
Event2026-06-30
Filed2026-08-03
FVAL
4.26%FIDELITY COVINGTON TRUST
Shares1.8M
Event2026-06-30
Filed2026-08-03
EQWL
1.53%INVESCO EXCHANGE TRADED FD T
Shares1.1M
Event2026-06-30
Filed2026-08-03
HONEYWELL AEROSPACE INC
NewHONEYWELL AEROSPACE INC
Shares624.4K
Event2026-06-30
Filed2026-08-03
IWS
-10.94%ISHARES TR
Shares838.3K
Event2026-06-30
Filed2026-08-03
CTAS
-4.91%CINTAS CORP
Shares811.1K
Event2026-06-30
Filed2026-08-03
KORP
39.75%AMERICAN CENTY ETF TR
Shares2.9M
Event2026-06-30
Filed2026-08-03
APMU
9.27%TRUST FOR PROFESSIONAL MANAG
Shares5.5M
Event2026-06-30
Filed2026-08-03
DATADOG INC
-17.08%DATADOG INC
Shares525.4K
Event2026-06-30
Filed2026-08-03
VICI
-2.56%VICI PPTYS INC
Shares5.1M
Event2026-06-30
Filed2026-08-03
CGIC
214.11%CAPITAL GROUP INTERNATIONAL
Shares3.7M
Event2026-06-30
Filed2026-08-03
GOLDMAN SACHS ETF TR
294.81%GOLDMAN SACHS ETF TR
Shares2.7M
Event2026-06-30
Filed2026-08-03
JCPB
10.05%J P MORGAN EXCHANGE TRADED F
Shares2.9M
Event2026-06-30
Filed2026-08-03
TFI
9.40%SPDR SERIES TRUST
Shares2.9M
Event2026-06-30
Filed2026-08-03
KEYS
3.38%KEYSIGHT TECHNOLOGIES INC
Shares382.1K
Event2026-06-30
Filed2026-08-03
VRSN
-3.20%VERISIGN INC
Shares531.5K
Event2026-06-30
Filed2026-08-03
FNDF
-3.39%SCHWAB STRATEGIC TR
Shares2.5M
Event2026-06-30
Filed2026-08-03
CI
0.65%THE CIGNA GROUP
Shares475.7K
Event2026-06-30
Filed2026-08-03
XTWY
4.10%BONDBLOXX ETF TRUST
Shares3.5M
Event2026-06-30
Filed2026-08-03
IG
33.13%PRINCIPAL EXCHANGE TRADED FD
Shares6.3M
Event2026-06-30
Filed2026-08-03
INTU
-39.33%INTUIT
Shares497.9K
Event2026-06-30
Filed2026-08-03
RL
8.89%RALPH LAUREN CORP
Shares322.2K
Event2026-06-30
Filed2026-08-03
DRI
26.53%DARDEN RESTAURANTS INC
Shares624.1K
Event2026-06-30
Filed2026-08-03
DFSD
10.92%DIMENSIONAL ETF TRUST
Shares2.7M
Event2026-06-30
Filed2026-08-03
DVN
305.91%DEVON ENERGY CORP NEW
Shares3.1M
Event2026-06-30
Filed2026-08-03
VHT
-7.26%VANGUARD WORLD FD
Shares426.3K
Event2026-06-30
Filed2026-08-03
SCHX
3.91%SCHWAB STRATEGIC TR
Shares4.3M
Event2026-06-30
Filed2026-08-03
FIX
-18.44%COMFORT SYS USA INC
Shares63.9K
Event2026-06-30
Filed2026-08-03
ESGD
-17.62%ISHARES TR
Shares1.2M
Event2026-06-30
Filed2026-08-03
CHRW
2.16%C H ROBINSON WORLDWIDE IN
Shares666.4K
Event2026-06-30
Filed2026-08-03
AGILENT TECHNOLOGIES INC
36.22%AGILENT TECHNOLOGIES INC
Shares943.9K
Event2026-06-30
Filed2026-08-03
TPR
6.36%TAPESTRY INC
Shares856.1K
Event2026-06-30
Filed2026-08-03
FSMD
12.37%FIDELITY COVINGTON TRUST
Shares2.4M
Event2026-06-30
Filed2026-08-03
INVESCO EXCH TRADED FD TR II
9.40%INVESCO EXCH TRADED FD TR II
Shares5.3M
Event2026-06-30
Filed2026-08-03
TC ENERGY CORP
39.86%TC ENERGY CORP
Shares1.9M
Event2026-06-30
Filed2026-08-03
TAXF
6.33%AMERICAN CENTY ETF TR
Shares2.4M
Event2026-06-30
Filed2026-08-03
DIA
-4.34%STATE STR SPDR DOW JONES IND
Shares236.5K
Event2026-06-30
Filed2026-08-03
FITB
9.71%FIFTH THIRD BANCORP
Shares2.2M
Event2026-06-30
Filed2026-08-03
TGT
25.44%TARGET CORP
Shares941.9K
Event2026-06-30
Filed2026-08-03
LEN
4.87%LENNAR CORP
Shares1.4M
Event2026-06-30
Filed2026-08-03
AME
8.04%AMETEK INC
Shares507.9K
Event2026-06-30
Filed2026-08-03
FDX
1.71%FEDEX CORP
Shares392.4K
Event2026-06-30
Filed2026-08-03
PFF
-4.14%ISHARES TR
Shares4.0M
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