The Analysis of ENVESTNET ASSET MANAGEMENT INC's Holdings
Currently, ENVESTNET ASSET MANAGEMENT INC holds 4505 types of securities in its portfolio with a total value $347.5B. In the most recent quarter, they have increased their positions in DYNF (+39.8M shares, valued at $2.4B), OEF (+4.8M shares, valued at $1.6B), BDYN (+49.5M shares, valued at $1.3B); decreased their positions in BSV (-26.7M shares, valued at $2.1B), AGG (-19.2M shares, valued at $1.9B), VOO (-3.1M shares, valued at $1.9B); initiated new positions in BDYN (+49.5M shares, valued at $1.3B), BDVL (+29.7M shares, valued at $743.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR28.6M shares0.71%2025-09-302025-11-05
DYNF BLACKROCK ETF TRUST111.0M shares55.84%2025-09-302025-11-05 IUSB ISHARES TR123.2M shares-8.79%2025-09-302025-11-05 MSFT MICROSOFT CORP11.0M shares0.08%2025-09-302025-11-05 IVW ISHARES TR45.6M shares0.40%2025-09-302025-11-05 VOO VANGUARD INDEX FDS8.8M shares-26.27%2025-09-302025-11-05 QUAL ISHARES TR26.1M shares-19.63%2025-09-302025-11-05 VEA VANGUARD TAX-MANAGED FDS82.8M shares-16.92%2025-09-302025-11-05 IEMG ISHARES INC70.1M shares14.70%2025-09-302025-11-05 IVE ISHARES TR22.1M shares5.42%2025-09-302025-11-05 NVDA NVIDIA CORPORATION22.2M shares1.19%2025-09-302025-11-05 EFV ISHARES TR60.5M shares-13.77%2025-09-302025-11-05 VTV VANGUARD INDEX FDS21.9M shares5.31%2025-09-302025-11-05 VUG VANGUARD INDEX FDS8.3M shares2.36%2025-09-302025-11-05 OEF ISHARES TR10.7M shares82.29%2025-09-302025-11-05 AGG ISHARES TR35.1M shares-35.33%2025-09-302025-11-05 IEFA ISHARES TR39.1M shares-2.85%2025-09-302025-11-05 AAPL APPLE INC12.4M shares-2.79%2025-09-302025-11-05 AMZN AMAZON COM INC12.9M shares-1.55%2025-09-302025-11-05 MBB ISHARES TR27.5M shares2.72%2025-09-302025-11-05 TLH ISHARES TR24.8M shares29.26%2025-09-302025-11-05 IWF ISHARES TR5.2M shares-2.16%2025-09-302025-11-05 IJH ISHARES TR34.6M shares-0.05%2025-09-302025-11-05 AVGO BROADCOM INC6.8M shares-4.60%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.7.1M shares-2.77%2025-09-302025-11-05 BNDX VANGUARD CHARLOTTE FDS44.8M shares-27.68%2025-09-302025-11-05 META META PLATFORMS INC3.0M shares4.69%2025-09-302025-11-05 BSV VANGUARD BD INDEX FDS28.0M shares-48.85%2025-09-302025-11-05 SCHG SCHWAB STRATEGIC TR61.9M shares12.04%2025-09-302025-11-05 VWO VANGUARD INTL EQUITY INDEX F36.4M shares-17.46%2025-09-302025-11-05 BAI BLACKROCK ETF TRUST56.5M shares156.90%2025-09-302025-11-05 VTI VANGUARD INDEX FDS5.8M shares-2.06%2025-09-302025-11-05 THRO BLACKROCK ETF TRUST50.0M shares4.91%2025-09-302025-11-05 QQQM INVESCO EXCH TRADED FD TR II7.5M shares-1.51%2025-09-302025-11-05 GOOGL ALPHABET INC7.5M shares9.10%2025-09-302025-11-05 QQQ INVESCO QQQ TR3.0M shares2.19%2025-09-302025-11-05 GOVT ISHARES TR76.7M shares2.78%2025-09-302025-11-05 IJR ISHARES TR14.7M shares-12.31%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TR2.6M shares-2.39%2025-09-302025-11-05 BND VANGUARD BD INDEX FDS21.6M shares3.27%2025-09-302025-11-05 MTUM ISHARES TR6.2M shares-51.00%2025-09-302025-11-05 BIV VANGUARD BD INDEX FDS19.6M shares5.48%2025-09-302025-11-05 IWB ISHARES TR4.2M shares-6.09%2025-09-302025-11-05 MUB ISHARES TR14.3M shares-29.86%2025-09-302025-11-05 GOOG ALPHABET INC6.2M shares0.22%2025-09-302025-11-05 IAU ISHARES GOLD TR20.5M shares47.66%2025-09-302025-11-05 XLK SELECT SECTOR SPDR TR5.3M shares-4.52%2025-09-302025-11-05 BINC BLACKROCK ETF TRUST II27.2M shares19.17%2025-09-302025-11-05 V VISA INC4.2M shares-2.47%2025-09-302025-11-05 IWD ISHARES TR6.7M shares1.42%2025-09-302025-11-05 SPYM SPDR SERIES TRUST16.9M shares6.20%2025-09-302025-11-05 BDYN BLACKROCK ETF TRUST49.5M sharesnew addition2025-09-302025-11-05 IEF ISHARES TR12.8M shares3.02%2025-09-302025-11-05 ABBV ABBVIE INC5.3M shares-1.46%2025-09-302025-11-05 XLF SELECT SECTOR SPDR TR22.0M shares20.16%2025-09-302025-11-05 MA MASTERCARD INCORPORATED2.0M shares-0.65%2025-09-302025-11-05 SPYG SPDR SERIES TRUST11.0M shares7.38%2025-09-302025-11-05 IAGG ISHARES TR22.2M shares5.48%2025-09-302025-11-05 VB VANGUARD INDEX FDS4.3M shares-16.75%2025-09-302025-11-05 TSM TAIWAN SEMICONDUCTOR MFG LTD3.8M shares-0.47%2025-09-302025-11-05 VMBS VANGUARD SCOTTSDALE FDS22.2M shares5.41%2025-09-302025-11-05 HD HOME DEPOT INC2.5M shares-4.17%2025-09-302025-11-05 ITA ISHARES TR4.8M shares1674.15%2025-09-302025-11-05 IXUS ISHARES TR12.1M shares4.63%2025-09-302025-11-05 ORCL ORACLE CORP3.5M shares-5.27%2025-09-302025-11-05 PM PHILIP MORRIS INTL INC6.0M shares-0.25%2025-09-302025-11-05 JNJ JOHNSON & JOHNSON5.1M shares4.37%2025-09-302025-11-05 VXUS VANGUARD STAR FDS12.2M shares-2.69%2025-09-302025-11-05 LLY ELI LILLY & CO1.2M shares-3.84%2025-09-302025-11-05 VCIT VANGUARD SCOTTSDALE FDS10.4M shares2.84%2025-09-302025-11-05 APUE TRUST FOR PROFESSIONAL MANAG20.6M shares7.85%2025-09-302025-11-05 VO VANGUARD INDEX FDS2.8M shares-11.30%2025-09-302025-11-05 XLC SELECT SECTOR SPDR TR6.7M shares-20.92%2025-09-302025-11-05 AVLV AMERICAN CENTY ETF TR10.9M shares-1.00%2025-09-302025-11-05 AVEM AMERICAN CENTY ETF TR10.5M shares-40.31%2025-09-302025-11-05 IWP ISHARES TR5.4M shares171.12%2025-09-302025-11-05 CVX CHEVRON CORP NEW4.9M shares8.66%2025-09-302025-11-05 BLV VANGUARD BD INDEX FDS10.7M shares6.17%2025-09-302025-11-05 ABT ABBOTT LABS5.6M shares-2.92%2025-09-302025-11-05 APH AMPHENOL CORP NEW6.0M shares2.56%2025-09-302025-11-05 BDVL BLACKROCK ETF TRUST29.7M sharesnew addition2025-09-302025-11-05 CGDV CAPITAL GROUP DIVIDEND VALUE17.4M shares4.00%2025-09-302025-11-05 DGRO ISHARES TR10.6M shares-21.99%2025-09-302025-11-05 VEU VANGUARD INTL EQUITY INDEX F9.9M shares-1.91%2025-09-302025-11-05 IQLT ISHARES TR15.8M shares-16.37%2025-09-302025-11-05 NFLX NETFLIX INC564.7K shares-3.04%2025-09-302025-11-05 XLV SELECT SECTOR SPDR TR4.7M shares-18.33%2025-09-302025-11-05 CSCO CISCO SYS INC9.4M shares-0.40%2025-09-302025-11-05 INTU INTUIT936.2K shares1.59%2025-09-302025-11-05 XLY SELECT SECTOR SPDR TR2.7M shares17.59%2025-09-302025-11-05 LQD ISHARES TR5.7M shares16.18%2025-09-302025-11-05 BLK BLACKROCK INC540.4K shares-3.91%2025-09-302025-11-05 PH PARKER-HANNIFIN CORP817.1K shares0.55%2025-09-302025-11-05 XOM EXXON MOBIL CORP5.4M shares-7.58%2025-09-302025-11-05 ITOT ISHARES TR4.2M shares-5.30%2025-09-302025-11-05 VXF VANGUARD INDEX FDS2.9M shares-1.55%2025-09-302025-11-05 EFA ISHARES TR6.4M shares0.12%2025-09-302025-11-05 TLT ISHARES TR6.7M shares8.61%2025-09-302025-11-05 IUSV ISHARES TR5.8M shares10.59%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL1.1M shares-2.89%2025-09-302025-11-05 VZ VERIZON COMMUNICATIONS INC13.0M shares-0.26%2025-09-302025-11-05 TJX TJX COS INC NEW3.9M shares1.06%2025-09-302025-11-05 COST COSTCO WHSL CORP NEW607.4K shares-2.20%2025-09-302025-11-05 SCHW SCHWAB CHARLES CORP5.8M shares-6.98%2025-09-302025-11-05 TSLA TESLA INC1.2M shares6.77%2025-09-302025-11-05 UNH UNITEDHEALTH GROUP INC1.6M shares-4.77%2025-09-302025-11-05 NOW SERVICENOW INC592.0K shares-0.31%2025-09-302025-11-05 WMT WALMART INC5.3M shares-2.80%2025-09-302025-11-05 MDT MEDTRONIC PLC5.7M shares5.03%2025-09-302025-11-05 JEPI J P MORGAN EXCHANGE TRADED F9.4M shares5.52%2025-09-302025-11-05 VCSH VANGUARD SCOTTSDALE FDS6.7M shares-12.87%2025-09-302025-11-05 CGGR CAPITAL GROUP GROWTH ETF12.1M shares15.37%2025-09-302025-11-05 RTX RTX CORPORATION3.1M shares-4.00%2025-09-302025-11-05 UBER UBER TECHNOLOGIES INC5.3M shares23.99%2025-09-302025-11-05 PG PROCTER AND GAMBLE CO3.3M shares-4.07%2025-09-302025-11-05 SPMO INVESCO EXCH TRADED FD TR II4.1M shares-49.84%2025-09-302025-11-05 DFAC DIMENSIONAL ETF TRUST12.8M shares-76.58%2025-09-302025-11-05 EFG ISHARES TR4.3M shares-74.34%2025-09-302025-11-05 SCHD SCHWAB STRATEGIC TR18.0M shares-6.19%2025-09-302025-11-05 VIG VANGUARD SPECIALIZED FUNDS2.3M shares-3.94%2025-09-302025-11-05 SCHV SCHWAB STRATEGIC TR16.7M shares3.21%2025-09-302025-11-05 LRCX LAM RESEARCH CORP3.6M shares3.59%2025-09-302025-11-05 VYM VANGUARD WHITEHALL FDS3.4M shares-26.75%2025-09-302025-11-05 VONG VANGUARD SCOTTSDALE FDS4.0M shares-0.04%2025-09-302025-11-05 WFC WELLS FARGO CO NEW5.7M shares8.41%2025-09-302025-11-05 IWM ISHARES TR2.0M shares25.52%2025-09-302025-11-05 FAST FASTENAL CO9.7M shares-0.51%2025-09-302025-11-05 MS MORGAN STANLEY2.9M shares-4.18%2025-09-302025-11-05 XLI SELECT SECTOR SPDR TR3.0M shares36.11%2025-09-302025-11-05 SPGI S&P GLOBAL INC938.3K shares3.31%2025-09-302025-11-05 PGR PROGRESSIVE CORP1.8M shares2.70%2025-09-302025-11-05 IYW ISHARES TR2.3M shares-75.11%2025-09-302025-11-05 ACN ACCENTURE PLC IRELAND1.8M shares-24.25%2025-09-302025-11-05 ADP AUTOMATIC DATA PROCESSING IN1.5M shares-2.58%2025-09-302025-11-05 IEUR ISHARES TR6.5M shares14.97%2025-09-302025-11-05 VV VANGUARD INDEX FDS1.4M shares-6.83%2025-09-302025-11-05 ETN EATON CORP PLC1.2M shares32.30%2025-09-302025-11-05 CGUS CAPITAL GROUP CORE EQUITY ET11.1M shares7.84%2025-09-302025-11-05 IEI ISHARES TR3.7M shares9.26%2025-09-302025-11-05 BAC BANK AMERICA CORP8.5M shares0.54%2025-09-302025-11-05 AJG GALLAGHER ARTHUR J & CO1.4M shares1.21%2025-09-302025-11-05 GLD SPDR GOLD TR1.2M shares3.00%2025-09-302025-11-05 EMB ISHARES TR4.6M shares5.55%2025-09-302025-11-05 ANET ARISTA NETWORKS INC3.0M shares-0.46%2025-09-302025-11-05 IGM ISHARES TR3.4M shares843.32%2025-09-302025-11-05 GE GE AEROSPACE1.4M shares4.09%2025-09-302025-11-05 LIN LINDE PLC885.1K shares-2.75%2025-09-302025-11-05 MGC VANGUARD WORLD FD1.7M shares99.21%2025-09-302025-11-05 BIL SPDR SERIES TRUST4.6M shares-19.49%2025-09-302025-11-05 PLD PROLOGIS INC.3.6M shares3.60%2025-09-302025-11-05 T AT&T INC14.8M shares-4.91%2025-09-302025-11-05 HYG ISHARES TR5.1M shares4.58%2025-09-302025-11-05 EWJ ISHARES INC5.2M shares-17.43%2025-09-302025-11-05 IGIB ISHARES TR7.6M shares11.37%2025-09-302025-11-05 LHX L3HARRIS TECHNOLOGIES INC1.3M shares-2.60%2025-09-302025-11-05 ASML ASML HOLDING N V420.5K shares-3.01%2025-09-302025-11-05 UNP UNION PAC CORP1.7M shares-23.33%2025-09-302025-11-05 XLP SELECT SECTOR SPDR TR5.1M shares6.07%2025-09-302025-11-05 NEE NEXTERA ENERGY INC5.2M shares-11.01%2025-09-302025-11-05 DIS DISNEY WALT CO3.4M shares-0.48%2025-09-302025-11-05 QCOM QUALCOMM INC2.4M shares-2.27%2025-09-302025-11-05 MCD MCDONALDS CORP1.3M shares-3.94%2025-09-302025-11-05 IWR ISHARES TR4.0M shares-0.36%2025-09-302025-11-05 ORLY OREILLY AUTOMOTIVE INC3.6M shares-7.27%2025-09-302025-11-05 IWN ISHARES TR2.1M shares5.13%2025-09-302025-11-05 AEP AMERICAN ELEC PWR CO INC3.4M shares-0.44%2025-09-302025-11-05 USIG ISHARES TR7.2M shares3.48%2025-09-302025-11-05 JAAA JANUS DETROIT STR TR7.4M shares2.46%2025-09-302025-11-05 ADI ANALOG DEVICES INC1.5M shares5.75%2025-09-302025-11-05 APIE TRUST FOR PROFESSIONAL MANAG10.5M shares-6.94%2025-09-302025-11-05 IUSG ISHARES TR2.3M shares9.80%2025-09-302025-11-05 PNC PNC FINL SVCS GROUP INC1.8M shares1.23%2025-09-302025-11-05 AMGN AMGEN INC1.3M shares-13.55%2025-09-302025-11-05 IWY ISHARES TR1.3M shares231.30%2025-09-302025-11-05 DFAI DIMENSIONAL ETF TRUST10.0M shares7.61%2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHS1.3M shares-9.49%2025-09-302025-11-05 SBUX STARBUCKS CORP4.2M shares10.57%2025-09-302025-11-05 USMV ISHARES TR3.8M shares-19.73%2025-09-302025-11-05 CB CHUBB LIMITED1.3M shares1.11%2025-09-302025-11-05 CDNS CADENCE DESIGN SYSTEM INC1.0M shares-8.68%2025-09-302025-11-05 LCTU BLACKROCK ETF TRUST4.8M shares-0.44%2025-09-302025-11-05 SPOT SPOTIFY TECHNOLOGY S A500.8K shares-16.39%2025-09-302025-11-05 ECL ECOLAB INC1.3M shares2.42%2025-09-302025-11-05 WEC WEC ENERGY GROUP INC3.0M shares12.45%2025-09-302025-11-05 VBR VANGUARD INDEX FDS1.7M shares-2.54%2025-09-302025-11-05 COF CAPITAL ONE FINL CORP1.6M shares2.71%2025-09-302025-11-05 STIP ISHARES TR3.3M shares2.31%2025-09-302025-11-05 SHW SHERWIN WILLIAMS CO987.8K shares-8.71%2025-09-302025-11-05 IWO ISHARES TR1.1M shares1.43%2025-09-302025-11-05 SPIB SPDR SERIES TRUST10.1M shares2.75%2025-09-302025-11-05 IGSB ISHARES TR6.4M shares11.66%2025-09-302025-11-05 KLAC KLA CORP316.0K shares-5.04%2025-09-302025-11-05 KO COCA COLA CO5.1M shares-9.28%2025-09-302025-11-05 APP APPLOVIN CORP470.3K shares-7.32%2025-09-302025-11-05 LMT LOCKHEED MARTIN CORP676.5K shares-6.42%2025-09-302025-11-05 APCB TRUST FOR PROFESSIONAL MANAG11.3M shares5.70%2025-09-302025-11-05 RSP INVESCO EXCHANGE TRADED FD T1.8M shares-16.28%2025-09-302025-11-05 TEL TE CONNECTIVITY PLC1.5M shares7.05%2025-09-302025-11-05 RDVY FIRST TR EXCHANGE TRADED FD4.9M shares13.34%2025-09-302025-11-05 ESGU ISHARES TR2.3M shares24.50%2025-09-302025-11-05 SHY ISHARES TR4.0M shares-7.79%2025-09-302025-11-05 USB US BANCORP DEL6.8M shares-8.24%2025-09-302025-11-05 PEP PEPSICO INC2.3M shares-1.02%2025-09-302025-11-05 GSLC GOLDMAN SACHS ETF TR2.5M shares0.84%2025-09-302025-11-05 DUK DUKE ENERGY CORP NEW2.6M shares-0.19%2025-09-302025-11-05 SPEM SPDR INDEX SHS FDS6.9M shares7.13%2025-09-302025-11-05 CGGE CAPITAL GROUP GLOBAL EQUITY10.5M shares169.02%2025-09-302025-11-05 AVDE AMERICAN CENTY ETF TR4.1M shares140.64%2025-09-302025-11-05 IWLG NEW YORK LIFE INVTS ACTIVE E6.0M shares10974.53%2025-09-302025-11-05 CRM SALESFORCE INC1.3M shares-10.46%2025-09-302025-11-05 CMI CUMMINS INC747.2K shares-7.55%2025-09-302025-11-05 SPDW SPDR INDEX SHS FDS7.4M shares10.89%2025-09-302025-11-05 CGGO CAPITAL GROUP GBL GROWTH EQT9.2M shares28.97%2025-09-302025-11-05 IDEV ISHARES TR3.9M shares6.36%2025-09-302025-11-05 GD GENERAL DYNAMICS CORP917.4K shares3.64%2025-09-302025-11-05 VICI VICI PPTYS INC9.4M shares4.36%2025-09-302025-11-05 XLU SELECT SECTOR SPDR TR3.5M shares157.63%2025-09-302025-11-05 BKNG BOOKING HOLDINGS INC55.5K shares-0.25%2025-09-302025-11-05 MSI MOTOROLA SOLUTIONS INC650.8K shares9.53%2025-09-302025-11-05 AZO AUTOZONE INC69.3K shares-1.03%2025-09-302025-11-05 AZN ASTRAZENECA PLC3.8M shares8.25%2025-09-302025-11-05 VGT VANGUARD WORLD FD394.0K shares4.05%2025-09-302025-11-05 C CITIGROUP INC2.9M shares-13.17%2025-09-302025-11-05 LOW LOWES COS INC1.2M shares0.99%2025-09-302025-11-05 TXN TEXAS INSTRS INC1.6M shares-10.68%2025-09-302025-11-05 FBND FIDELITY MERRIMACK STR TR6.3M shares10.44%2025-09-302025-11-05 SHOP SHOPIFY INC1.9M shares-7.42%2025-09-302025-11-05 WMB WILLIAMS COS INC4.5M shares3.06%2025-09-302025-11-05 MRK MERCK & CO INC3.4M shares-9.33%2025-09-302025-11-05 USMC PRINCIPAL EXCHANGE TRADED FD4.2M shares9.49%2025-09-302025-11-05 GSUS GOLDMAN SACHS ETF TR3.0M shares7.89%2025-09-302025-11-05 GEV GE VERNOVA INC456.8K shares5.95%2025-09-302025-11-05 AMP AMERIPRISE FINL INC571.7K shares-8.60%2025-09-302025-11-05 BSX BOSTON SCIENTIFIC CORP2.9M shares2.30%2025-09-302025-11-05 CGDG CAPITAL GROUP DIVIDEND GROWE8.0M shares37.55%2025-09-302025-11-05 JNK SPDR SERIES TRUST2.8M shares2.92%2025-09-302025-11-05 BUFR FIRST TR EXCHNG TRADED FD VI8.3M shares8.98%2025-09-302025-11-05 TMO THERMO FISHER SCIENTIFIC INC568.5K shares-9.24%2025-09-302025-11-05 GNR SPDR INDEX SHS FDS4.6M shares2450.34%2025-09-302025-11-05 DHR DANAHER CORPORATION1.4M shares1.75%2025-09-302025-11-05 CGMU CAPITAL GRP FIXED INCM ETF T10.0M shares18.68%2025-09-302025-11-05 ZTS ZOETIS INC1.9M shares-15.14%2025-09-302025-11-05 MGK VANGUARD WORLD FD670.4K shares-0.29%2025-09-302025-11-05 EOG EOG RES INC2.4M shares3.31%2025-09-302025-11-05 SPAB SPDR SERIES TRUST10.4M shares-6.15%2025-09-302025-11-05 SNA SNAP ON INC775.9K shares1.16%2025-09-302025-11-05 TSCO TRACTOR SUPPLY CO4.6M shares1.31%2025-09-302025-11-05 MMC MARSH & MCLENNAN COS INC1.3M shares2.06%2025-09-302025-11-05 DE DEERE & CO562.0K shares4.67%2025-09-302025-11-05 PFE PFIZER INC10.0M shares-10.41%2025-09-302025-11-05 MCK MCKESSON CORP330.6K shares12.39%2025-09-302025-11-05 IJJ ISHARES TR2.0M shares4.25%2025-09-302025-11-05 COP 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shares6.17%2025-09-302025-11-05 IYG ISHARES TR1.3M shares2.11%2025-09-302025-11-05 CI THE CIGNA GROUP409.9K shares-0.34%2025-09-302025-11-05 PPL PPL CORP3.2M shares4.77%2025-09-302025-11-05 CAH CARDINAL HEALTH INC750.7K shares7.66%2025-09-302025-11-05 SYY SYSCO CORP1.4M shares-5.88%2025-09-302025-11-05 BN BROOKFIELD CORP1.7M shares0.46%2025-09-302025-11-05 SDVY FIRST TR EXCHANGE-TRADED FD3.1M shares3.14%2025-09-302025-11-05 MRVL MARVELL TECHNOLOGY INC1.4M shares-11.94%2025-09-302025-11-05 CGCB CAPITAL GRP FIXED INCM ETF T4.4M shares22.30%2025-09-302025-11-05 GVI ISHARES TR1.1M shares2.94%2025-09-302025-11-05 NSC NORFOLK SOUTHN CORP386.1K shares-13.46%2025-09-302025-11-05 DHI D R HORTON INC683.9K shares20.85%2025-09-302025-11-05 DELL DELL TECHNOLOGIES INC815.2K shares-1.75%2025-09-302025-11-05 MLM MARTIN MARIETTA MATLS INC182.3K shares0.68%2025-09-302025-11-05 VGLT VANGUARD SCOTTSDALE FDS2.0M shares19.29%2025-09-302025-11-05 DUHP DIMENSIONAL ETF TRUST3.0M shares-91.75%2025-09-302025-11-05 RACE FERRARI N V234.5K shares6.51%2025-09-302025-11-05 SHV ISHARES TR1.0M shares-6.99%2025-09-302025-11-05 JPIE J P MORGAN EXCHANGE TRADED F2.4M shares52.49%2025-09-302025-11-05 VOX VANGUARD WORLD FD602.4K shares-6.95%2025-09-302025-11-05 XLG INVESCO EXCHANGE TRADED FD T2.0M shares11.10%2025-09-302025-11-05 XEL XCEL ENERGY INC1.4M shares-1.24%2025-09-302025-11-05 DIA SPDR DOW JONES INDL AVERAGE241.6K shares-9.44%2025-09-302025-11-05 WSO WATSCO INC276.8K shares5.33%2025-09-302025-11-05 BLDR BUILDERS FIRSTSOURCE INC912.1K shares188.90%2025-09-302025-11-05 DFAS DIMENSIONAL ETF TRUST1.6M shares-34.96%2025-09-302025-11-05 XLSR SSGA ACTIVE TR1.8M shares12.24%2025-09-302025-11-05 EMXC ISHARES INC1.6M shares-50.28%2025-09-302025-11-05 ATO ATMOS ENERGY CORP635.7K shares-1.77%2025-09-302025-11-05 SCHX SCHWAB STRATEGIC TR4.1M shares-69.17%2025-09-302025-11-05 JIVE J P MORGAN EXCHANGE TRADED F1.4M shares26.29%2025-09-302025-11-05 EME EMCOR GROUP INC166.3K shares-9.69%2025-09-302025-11-05 QINT AMERICAN CENTY ETF TR1.8M shares1.72%2025-09-302025-11-05 TAXF AMERICAN CENTY ETF TR2.1M shares0.08%2025-09-302025-11-05 BCHP PRINCIPAL EXCHANGE TRADED FD2.8M shares32.82%2025-09-302025-11-05 RJF RAYMOND JAMES FINL INC618.9K shares-5.69%2025-09-302025-11-05 MTBA SIMPLIFY EXCHANGE TRADED FUN2.1M shares7.16%2025-09-302025-11-05 MSCI MSCI INC187.5K shares2.74%2025-09-302025-11-05 FTCS FIRST TR EXCHANGE-TRADED FD1.1M shares-0.58%2025-09-302025-11-05 AVY AVERY DENNISON CORP649.3K shares23.09%2025-09-302025-11-05 GM GENERAL MTRS CO1.7M shares2.95%2025-09-302025-11-05 HWM HOWMET AEROSPACE INC535.8K shares-0.13%2025-09-302025-11-05 DIHP DIMENSIONAL ETF TRUST3.4M shares-86.36%2025-09-302025-11-05 FDMO FIDELITY COVINGTON TRUST1.3M shares5.78%2025-09-302025-11-05 GWW GRAINGER W W INC109.7K shares2.38%2025-09-302025-11-05 VRSK VERISK ANALYTICS INC414.5K shares-4.75%2025-09-302025-11-05 DIVO AMPLIFY ETF TR2.3M shares10.47%2025-09-302025-11-05 SGOV ISHARES TR1.0M shares6.54%2025-09-302025-11-05 FDVV FIDELITY COVINGTON TRUST1.8M shares11.64%2025-09-302025-11-05 AFL AFLAC INC911.2K shares-19.34%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available