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The Analysis of ENVESTNET ASSET MANAGEMENT INC's Holdings & P&L

Currently, ENVESTNET ASSET MANAGEMENT INC holds 4703 types of securities in its portfolio with a total value $373.6B. In the most recent quarter, they have increased their positions in IVV (+6.6M shares, valued at $4.3B), N/A (+4.2M shares, valued at $2.5B), EFG (+19.7M shares, valued at $2.2B); decreased their positions in OEF (-10.2M shares, valued at $3.3B), N/A (-10.3M shares, valued at $909.6M), ITA (-4.0M shares, valued at $879.0M); initiated new positions in IDEF (+44.6M shares, valued at $1.5B), LMUB (+12.0M shares, valued at $599.8M), N/A (+2.3M shares, valued at $446.6M).

1M P&L

+2.4B+0.65%

3M P&L

-23.8B-5.89%

HY P&L

-4.7B-1.22%

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/A242.3B

69.9%

2Semiconductors7.5B

2.2%

3Software - Infrastructure6.1B

1.8%

Top Industries by Stock Count

1N/A2318 stocks

52.2%

2Banks - Regional113 stocks

2.5%

3Biotechnology97 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR33.0M shares25.12%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS10.7M shares64.38%2026-03-312026-05-04

DYNF BLACKROCK ETF TRUST109.0M shares-1.49%2026-03-312026-05-04

IUSB ISHARES TR133.1M shares11.75%2026-03-312026-05-04

IEMG ISHARES INC86.8M shares10.72%2026-03-312026-05-04

IVE ISHARES TR27.7M shares-2.34%2026-03-312026-05-04

IVW ISHARES TR49.3M shares13.01%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS86.1M shares12.66%2026-03-312026-05-04

Sponsored

IEFA ISHARES TR50.9M shares45.80%2026-03-312026-05-04

EFV ISHARES TR59.7M shares12.82%2026-03-312026-05-04

VTV VANGUARD INDEX FDS22.6M shares11.38%2026-03-312026-05-04

AGG ISHARES TR44.6M shares23.90%2026-03-312026-05-04

MSFT MICROSOFT CORP11.6M shares11.67%2026-03-312026-05-04

NVDA NVIDIA CORPORATION23.0M shares11.11%2026-03-312026-05-04

VUG VANGUARD INDEX FDS8.7M shares13.59%2026-03-312026-05-04

GOVT ISHARES TR153.9M shares112.82%2026-03-312026-05-04

Sponsored

QUAL ISHARES TR17.8M shares6.20%2026-03-312026-05-04

AAPL APPLE INC13.3M shares14.12%2026-03-312026-05-04

BNDX VANGUARD CHARLOTTE FDS59.2M shares25.50%2026-03-312026-05-04

MBB ISHARES TR28.9M shares10.92%2026-03-312026-05-04

AMZN AMAZON COM INC13.1M shares8.28%2026-03-312026-05-04

EFG ISHARES TR22.4M shares742.50%2026-03-312026-05-04

BSV VANGUARD BD INDEX FDS31.5M shares28.60%2026-03-312026-05-04

IJH ISHARES TR36.0M shares5.38%2026-03-312026-05-04

Sponsored

TLH ISHARES TR22.9M shares-2.72%2026-03-312026-05-04

BROADCOM INC BROADCOM INC7.4M shares15.05%2026-03-312026-05-04

IWF ISHARES TR5.3M shares1.56%2026-03-312026-05-04

IJR ISHARES TR17.9M shares9.46%2026-03-312026-05-04

BAI BLACKROCK ETF TRUST66.5M shares14.96%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F39.6M shares11.68%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO7.2M shares6.08%2026-03-312026-05-04

ALPHABET INC ALPHABET INC7.3M shares9.32%2026-03-312026-05-04

Sponsored

MTUM ISHARES TR8.5M shares7.46%2026-03-312026-05-04

THRO BLACKROCK ETF TRUST55.0M shares10.48%2026-03-312026-05-04

VTI VANGUARD INDEX FDS6.0M shares4.90%2026-03-312026-05-04

SCHG SCHWAB STRATEGIC TR64.5M shares0.21%2026-03-312026-05-04

BIV VANGUARD BD INDEX FDS23.6M shares39.89%2026-03-312026-05-04

META META PLATFORMS INC3.2M shares12.00%2026-03-312026-05-04

ALPHABET INC ALPHABET INC6.3M shares7.54%2026-03-312026-05-04

MUB ISHARES TR16.7M shares17.78%2026-03-312026-05-04

Sponsored

BND VANGUARD BD INDEX FDS23.9M shares11.22%2026-03-312026-05-04

QQQM INVESCO EXCH TRADED FD TR II7.4M shares0.10%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR3.0M shares2.13%2026-03-312026-05-04

VO VANGUARD INDEX FDS5.9M shares125.45%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T2.6M shares4.52%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR11.8M shares0.89%2026-03-312026-05-04

SPYM SPDR SERIES TRUST20.3M shares13.25%2026-03-312026-05-04

BLCR BLACKROCK ETF TRUST37.7M shares53297.34%2026-03-312026-05-04

Sponsored

IWB ISHARES TR4.3M shares-4.92%2026-03-312026-05-04

IWD ISHARES TR6.9M shares-11.07%2026-03-312026-05-04

IDEF BLACKROCK ETF TRUST44.6M sharesnew addition2026-03-312026-05-04

IEF ISHARES TR14.8M shares16.04%2026-03-312026-05-04

BINC BLACKROCK ETF TRUST II27.0M shares-1.68%2026-03-312026-05-04

BDYN BLACKROCK ETF TRUST54.5M shares7.89%2026-03-312026-05-04

IAGG ISHARES TR26.4M shares19.59%2026-03-312026-05-04

AVEM AMERICAN CENTY ETF TR16.1M shares3.29%2026-03-312026-05-04

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC3.8M shares7.93%2026-03-312026-05-04

VMBS VANGUARD SCOTTSDALE FDS27.3M shares21.99%2026-03-312026-05-04

V VISA INC4.2M shares10.15%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON4.9M shares8.41%2026-03-312026-05-04

XLF SELECT SECTOR SPDR TR24.1M shares-5.26%2026-03-312026-05-04

LLY ELI LILLY & CO1.2M shares6.19%2026-03-312026-05-04

CVX CHEVRON CORPORATION5.2M shares12.85%2026-03-312026-05-04

ABBV ABBVIE INC4.9M shares0.52%2026-03-312026-05-04

Sponsored

IXUS ISHARES TR11.8M shares0.24%2026-03-312026-05-04

APUE TRUST FOR PROFESSIONAL MANAG25.4M shares12.45%2026-03-312026-05-04

DFAI DIMENSIONAL ETF TRUST26.0M shares158.85%2026-03-312026-05-04

PM PHILIP MORRIS INTL INC5.9M shares4.27%2026-03-312026-05-04

MA MASTERCARD INCORPORATED1.9M shares8.13%2026-03-312026-05-04

BLV VANGUARD BD INDEX FDS13.6M shares24.80%2026-03-312026-05-04

VXUS VANGUARD STAR FDS12.2M shares2.31%2026-03-312026-05-04

VB VANGUARD INDEX FDS3.5M shares8.94%2026-03-312026-05-04

Sponsored

VCIT VANGUARD SCOTTSDALE FDS11.2M shares2.57%2026-03-312026-05-04

XOM EXXON MOBIL CORP5.3M shares3.99%2026-03-312026-05-04

CGDV CAPITAL GROUP DIVIDEND VALUE20.8M shares10.48%2026-03-312026-05-04

VXF VANGUARD INDEX FDS4.2M shares39.83%2026-03-312026-05-04

HD HOME DEPOT INC2.6M shares13.88%2026-03-312026-05-04

SPYG SPDR SERIES TRUST8.6M shares-23.23%2026-03-312026-05-04

AVLV AMERICAN CENTY ETF TR10.1M shares-6.78%2026-03-312026-05-04

VEU VANGUARD INTL EQUITY INDEX F10.8M shares6.05%2026-03-312026-05-04

Sponsored

MGC VANGUARD WORLD FD3.4M shares-31.50%2026-03-312026-05-04

BDVL BLACKROCK ETF TRUST32.5M shares0.26%2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR9.0M shares-53.45%2026-03-312026-05-04

CSCO CISCO SYS INC10.1M shares10.34%2026-03-312026-05-04

XLV SELECT SECTOR SPDR TR5.2M shares0.69%2026-03-312026-05-04

DGRO ISHARES TR10.6M shares3.26%2026-03-312026-05-04

TJX TJX COS INC NEW4.6M shares23.24%2026-03-312026-05-04

IWP ISHARES TR5.8M shares-3.92%2026-03-312026-05-04

Sponsored

IUSV ISHARES TR7.2M shares20.67%2026-03-312026-05-04

XLC SELECT SECTOR SPDR TR6.6M shares1.66%2026-03-312026-05-04

IEUR ISHARES TR10.1M shares35.46%2026-03-312026-05-04

PH PARKER-HANNIFIN CORP756.9K shares-4.05%2026-03-312026-05-04

BIL SPDR SERIES TRUST7.3M shares138.35%2026-03-312026-05-04

LQD ISHARES TR6.1M shares13.57%2026-03-312026-05-04

WMT WALMART INC5.4M shares0.61%2026-03-312026-05-04

APH AMPHENOL CORP5.2M shares-3.92%2026-03-312026-05-04

Sponsored

IQLT ISHARES TR14.2M shares-13.69%2026-03-312026-05-04

RTX RTX CORPORATION3.4M shares21.47%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC12.9M shares13.69%2026-03-312026-05-04

EFA ISHARES TR6.6M shares10.01%2026-03-312026-05-04

JEPI J P MORGAN EXCHANGE TRADED F11.2M shares12.89%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.2M shares81.03%2026-03-312026-05-04

CGGR CAPITAL GROUP GROWTH ETF15.3M shares15.45%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION617.1K shares9.24%2026-03-312026-05-04

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP2.9M shares-13.28%2026-03-312026-05-04

ITOT ISHARES TR4.2M shares16.88%2026-03-312026-05-04

LMUB ISHARES TR12.0M sharesnew addition2026-03-312026-05-04

AMGN AMGEN INC1.7M shares41.72%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2M shares34.88%2026-03-312026-05-04

MEDTRONIC PLC MEDTRONIC PLC6.8M shares31.68%2026-03-312026-05-04

VCSH VANGUARD SCOTTSDALE FDS7.4M shares6.93%2026-03-312026-05-04

CME CME GROUP INC2.0M shares43.92%2026-03-312026-05-04

Sponsored

VT VANGUARD INTL EQUITY INDEX F4.1M shares148.61%2026-03-312026-05-04

SCHV SCHWAB STRATEGIC TR18.3M shares10.08%2026-03-312026-05-04

VONG VANGUARD SCOTTSDALE FDS5.1M shares48.11%2026-03-312026-05-04

ASML ASML HLDG NV413.7K shares16.29%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS2.5M shares8.67%2026-03-312026-05-04

CGUS CAPITAL GROUP CORE EQUITY ET13.9M shares20.96%2026-03-312026-05-04

ABT ABBOTT LABORATORIES5.2M shares-5.09%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC1.5M shares23.30%2026-03-312026-05-04

Sponsored

SCHD SCHWAB STRATEGIC TR17.3M shares6.78%2026-03-312026-05-04

SCHW SCHWAB CHARLES CORP5.6M shares3.37%2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC545.2K shares3.41%2026-03-312026-05-04

NFLX NETFLIX INC.5.4M shares20.18%2026-03-312026-05-04

DFAC DIMENSIONAL ETF TRUST13.3M shares9.66%2026-03-312026-05-04

NEE NEXTERA ENERGY INC5.5M shares9.06%2026-03-312026-05-04

VYM VANGUARD WHITEHALL FDS3.5M shares0.03%2026-03-312026-05-04

MS MORGAN STANLEY3.1M shares10.36%2026-03-312026-05-04

Sponsored

PG PROCTER & GAMBLE CO3.5M shares21.45%2026-03-312026-05-04

ADI ANALOG DEVICES INC1.6M shares18.14%2026-03-312026-05-04

TSLA TESLA INC1.4M shares19.02%2026-03-312026-05-04

WFC WELLS FARGO & CO6.3M shares8.87%2026-03-312026-05-04

GLD SPDR GOLD TR1.2M shares1.12%2026-03-312026-05-04

EWJ ISHARES INC5.9M shares-6.61%2026-03-312026-05-04

PLD PROLOGIS INC.3.7M shares0.61%2026-03-312026-05-04

XLI SELECT SECTOR SPDR TR3.0M shares6.90%2026-03-312026-05-04

Sponsored

T AT&T INC16.5M shares18.48%2026-03-312026-05-04

FAST FASTENAL CO10.3M shares10.55%2026-03-312026-05-04

IDEV ISHARES TR5.7M shares32.61%2026-03-312026-05-04

LHX L3HARRIS TECHNOLOGIES INC1.4M shares3.33%2026-03-312026-05-04

UNP UNION PAC CORP1.9M shares10.65%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC3.9M shares20.24%2026-03-312026-05-04

LINDE PLC LINDE PLC934.1K shares13.75%2026-03-312026-05-04

VV VANGUARD INDEX FDS1.5M shares8.35%2026-03-312026-05-04

Sponsored

IEI ISHARES TR3.8M shares-0.99%2026-03-312026-05-04

KO COCA COLA CO6.0M shares16.59%2026-03-312026-05-04

ASTRAZENECA PLC ASTRAZENECA PLC2.3M sharesnew addition2026-03-312026-05-04

IGIB ISHARES TR8.4M shares36.72%2026-03-312026-05-04

IUSG ISHARES TR2.9M shares24.49%2026-03-312026-05-04

APIE TRUST FOR PROFESSIONAL MANAG12.6M shares8.14%2026-03-312026-05-04

IWM ISHARES TR1.8M shares-12.14%2026-03-312026-05-04

XLP SELECT SECTOR SPDR TR5.4M shares-0.51%2026-03-312026-05-04

Sponsored

IWLG NEW YORK LIFE INVTS ACTIVE E9.2M shares10.54%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC1.6M shares20.19%2026-03-312026-05-04

BAC BANK AMERICA CORP9.0M shares7.22%2026-03-312026-05-04

IWR ISHARES TR4.5M shares-2.77%2026-03-312026-05-04

CGGE CAPITAL GROUP GLOBAL EQUITY14.1M shares16.35%2026-03-312026-05-04

ORCL ORACLE CORP2.9M shares3.14%2026-03-312026-05-04

CB CHUBB LTD SWITZ1.3M shares4.09%2026-03-312026-05-04

UBER UBER TECHNOLOGIES INC5.8M shares32.52%2026-03-312026-05-04

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.6M shares22.00%2026-03-312026-05-04

PNC PNC FINL SVCS GROUP INC2.0M shares12.51%2026-03-312026-05-04

AVDE AMERICAN CENTY ETF TR4.9M shares11.92%2026-03-312026-05-04

PGR PROGRESSIVE CORP2.1M shares4.16%2026-03-312026-05-04

GE AEROSPACE GE AEROSPACE1.5M shares7.64%2026-03-312026-05-04

SPDW SPDR INDEX SHS FDS8.9M shares12.06%2026-03-312026-05-04

TLT ISHARES TR4.7M shares19.72%2026-03-312026-05-04

IWN ISHARES TR2.1M shares-1.76%2026-03-312026-05-04

Sponsored

MCD MCDONALDS CORP1.3M shares4.71%2026-03-312026-05-04

CGGO CAPITAL GROUP GBL GROWTH EQT12.1M shares17.77%2026-03-312026-05-04

PEP PEPSICO INC2.6M shares23.45%2026-03-312026-05-04

APCB TRUST FOR PROFESSIONAL MANAG13.6M shares10.34%2026-03-312026-05-04

KLAC KLA CORP268.6K shares-3.43%2026-03-312026-05-04

ARISTA NETWORKS INC ARISTA NETWORKS INC3.2M shares10.25%2026-03-312026-05-04

HYG ISHARES TR5.0M shares-1.44%2026-03-312026-05-04

AEP AMERICAN ELEC PWR CO INC3.0M shares-7.17%2026-03-312026-05-04

Sponsored

SPIB SPDR SERIES TRUST11.5M shares5.86%2026-03-312026-05-04

CGDG CAPITAL GROUP DIVIDEND GROWE10.8M shares15.91%2026-03-312026-05-04

XLY SELECT SECTOR SPDR TR3.5M shares4.67%2026-03-312026-05-04

COP CONOCOPHILLIPS2.9M shares14.31%2026-03-312026-05-04

RDVY FIRST TR EXCHANGE TRADED FD5.4M shares5.23%2026-03-312026-05-04

USMV ISHARES TR4.0M shares14.48%2026-03-312026-05-04

IGSB ISHARES TR7.0M shares16.46%2026-03-312026-05-04

MCK MCKESSON CORP424.8K shares30.18%2026-03-312026-05-04

Sponsored

ECL ECOLAB INC1.4M shares11.89%2026-03-312026-05-04

GNR SPDR INDEX SHS FDS4.9M shares4.59%2026-03-312026-05-04

SBUX STARBUCKS CORP4.0M shares21.43%2026-03-312026-05-04

VTWO VANGUARD SCOTTSDALE FDS3.6M shares596.62%2026-03-312026-05-04

GEV GE VERNOVA INC412.6K shares-25.37%2026-03-312026-05-04

USIG ISHARES TR6.9M shares-11.37%2026-03-312026-05-04

INTU INTUIT820.6K shares-1.64%2026-03-312026-05-04

NVS NOVARTIS AG2.3M shares29.69%2026-03-312026-05-04

Sponsored

SPEM SPDR INDEX SHS FDS7.5M shares39.35%2026-03-312026-05-04

VBR VANGUARD INDEX FDS1.6M shares19.73%2026-03-312026-05-04

CASY CASEYS GEN STORES INC479.8K shares24.14%2026-03-312026-05-04

CGMU CAPITAL GRP FIXED INCM ETF T12.8M shares16.00%2026-03-312026-05-04

TSME THRIVENT ETF TRUST8.3M shares0.66%2026-03-312026-05-04

VGIT VANGUARD SCOTTSDALE FDS5.8M shares33.10%2026-03-312026-05-04

IWO ISHARES TR1.1M shares-2.20%2026-03-312026-05-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.6M shares4.33%2026-03-312026-05-04

Sponsored

EOG EOG RES INC2.4M shares12.38%2026-03-312026-05-04

XLU SELECT SECTOR SPDR TR7.4M shares14.26%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP564.4K shares-11.19%2026-03-312026-05-04

AMAT APPLIED MATLS INC997.7K shares-2.20%2026-03-312026-05-04

FBND FIDELITY MERRIMACK STR TR7.5M shares29.15%2026-03-312026-05-04

DIS DISNEY WALT CO3.5M shares23.88%2026-03-312026-05-04

USB US BANCORP6.5M shares7.54%2026-03-312026-05-04

ORLY OREILLY AUTOMOTIVE INC3.7M shares2.17%2026-03-312026-05-04

Sponsored

SPGI S&P GLOBAL INC791.9K shares-2.36%2026-03-312026-05-04

GSLC GOLDMAN SACHS ETF TR2.7M shares9.83%2026-03-312026-05-04

XLE SELECT SECTOR SPDR TR5.5M shares23.82%2026-03-312026-05-04

WMB WILLIAMS COS INC4.6M shares3.71%2026-03-312026-05-04

TXN TEXAS INSTRS INC1.7M shares15.91%2026-03-312026-05-04

CITIGROUP INC CITIGROUP INC2.9M shares16.16%2026-03-312026-05-04

MSI MOTOROLA SOLUTIONS INC756.9K shares23.74%2026-03-312026-05-04

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP949.0K shares18.63%2026-03-312026-05-04

Sponsored

QCOM QUALCOMM INC2.5M shares13.94%2026-03-312026-05-04

JAAA JANUS DETROIT STR TR6.3M shares-7.60%2026-03-312026-05-04

PYLD PIMCO ETF TR12.0M shares106.66%2026-03-312026-05-04

LCTU BLACKROCK ETF TRUST4.4M shares-6.87%2026-03-312026-05-04

IPAC ISHARES TR4.0M shares2.54%2026-03-312026-05-04

CMI CUMMINS INC573.5K shares-8.92%2026-03-312026-05-04

TCPB THRIVENT ETF TRUST6.1M shares2.10%2026-03-312026-05-04

CGHM CAPITAL GRP FIXED INCM ETF T12.1M shares13.87%2026-03-312026-05-04

Sponsored

COWZ PACER FDS TR4.9M shares50.80%2026-03-312026-05-04

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.5M shares-2.85%2026-03-312026-05-04

TMO THERMO FISHER SCIENTIFIC INC613.4K shares18.29%2026-03-312026-05-04

DE DEERE & CO533.6K shares1.81%2026-03-312026-05-04

BUFR FIRST TR EXCHNG TRADED FD VI8.9M shares28.50%2026-03-312026-05-04

CAT CATERPILLAR INC423.6K shares-2.01%2026-03-312026-05-04

ESGU ISHARES TR2.1M shares8.42%2026-03-312026-05-04

SHY ISHARES TR3.6M shares2.77%2026-03-312026-05-04

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IJJ ISHARES TR2.2M shares17.89%2026-03-312026-05-04

COF CAPITAL ONE FINL CORP1.6M shares4.94%2026-03-312026-05-04

USMC PRINCIPAL EXCHANGE TRADED FD4.5M shares4.98%2026-03-312026-05-04

SPTL SPDR SERIES TRUST10.9M shares8.87%2026-03-312026-05-04

SMH VANECK ETF TRUST746.2K shares39.35%2026-03-312026-05-04

CGBL CAPITAL GROUP CORE BALANCED8.2M shares18.70%2026-03-312026-05-04

TOTALENERGIES SE TOTALENERGIES SE3.1M shares11.78%2026-03-312026-05-04

SHW SHERWIN WILLIAMS CO882.8K shares-0.65%2026-03-312026-05-04

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JPST J P MORGAN EXCHANGE TRADED F5.6M shares28.01%2026-03-312026-05-04

MNST MONSTER BEVERAGE CORP NEW3.9M shares6.10%2026-03-312026-05-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.4M shares-12.25%2026-03-312026-05-04

GSUS GOLDMAN SACHS ETF TR3.1M shares8.27%2026-03-312026-05-04

GBIL GOLDMAN SACHS ETF TR2.8M shares108.13%2026-03-312026-05-04

AVUV AMERICAN CENTY ETF TR2.5M shares6.68%2026-03-312026-05-04

SNA SNAP ON INC754.3K shares2.72%2026-03-312026-05-04

SPYV SPDR SERIES TRUST4.8M shares16.06%2026-03-312026-05-04

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HON HONEYWELL INTL INC1.2M shares34.52%2026-03-312026-05-04

VTEB VANGUARD MUN BD FDS5.4M shares16.02%2026-03-312026-05-04

CGMM CAPITAL GROUP EQUITY ETF TR9.1M shares24.90%2026-03-312026-05-04

SHOP SHOPIFY INC2.3M shares21.73%2026-03-312026-05-04

PFE PFIZER INC9.3M shares8.07%2026-03-312026-05-04

DHR DANAHER CORP DEL1.4M shares7.66%2026-03-312026-05-04

LOW LOWES COS INC1.1M shares7.87%2026-03-312026-05-04

MGK VANGUARD WORLD FD711.3K shares5.93%2026-03-312026-05-04

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GILD GILEAD SCIENCES INC1.9M shares4.11%2026-03-312026-05-04

NOW SERVICENOW INC2.5M shares-9.34%2026-03-312026-05-04

UNILEVER PLC UNILEVER PLC4.5M shares57.37%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS1.1M shares-14.98%2026-03-312026-05-04

FELG FIDELITY COVINGTON TRUST6.8M shares11.52%2026-03-312026-05-04

CGCP CAPITAL GRP FIXED INCM ETF T11.5M shares10.60%2026-03-312026-05-04

AVDV AMERICAN CENTY ETF TR2.6M shares12.31%2026-03-312026-05-04

PAYX PAYCHEX INC2.8M shares25.10%2026-03-312026-05-04

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ISRG INTUITIVE SURGICAL INC551.1K shares13.28%2026-03-312026-05-04

VGT VANGUARD WORLD FD363.1K shares5.02%2026-03-312026-05-04

BK BANK NEW YORK MELLON CORP2.1M shares0.25%2026-03-312026-05-04

SPAB SPDR SERIES TRUST9.8M shares7.21%2026-03-312026-05-04

IWX ISHARES TR2.7M shares-13.30%2026-03-312026-05-04

SPMD SPDR SERIES TRUST4.1M shares44.79%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC290.2K shares7.83%2026-03-312026-05-04

ADP AUTOMATIC DATA PROCESSING IN1.2M shares-12.35%2026-03-312026-05-04

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JCI JOHNSON CONTROLS INTERNATION1.9M shares-1.19%2026-03-312026-05-04

BTI BRITISH AMERN TOB PLC4.1M shares38.62%2026-03-312026-05-04

BOND PIMCO ETF TR2.6M shares24.46%2026-03-312026-05-04

WM WASTE MGMT INC DEL1.0M shares3.46%2026-03-312026-05-04

IYW ISHARES TR1.3M shares-34.71%2026-03-312026-05-04

BBUS J P MORGAN EXCHANGE TRADED F2.0M shares11.63%2026-03-312026-05-04

MO ALTRIA GROUP INC3.6M shares5.10%2026-03-312026-05-04

VGSH VANGUARD SCOTTSDALE FDS4.1M shares25.27%2026-03-312026-05-04

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SGOV ISHARES TR2.4M shares109.74%2026-03-312026-05-04

SCHH SCHWAB STRATEGIC TR11.0M shares848.60%2026-03-312026-05-04

SO SOUTHERN CO2.4M shares7.70%2026-03-312026-05-04

JIRE J P MORGAN EXCHANGE TRADED F3.1M shares6.98%2026-03-312026-05-04

SYSB ISHARES TR2.6M shares13.27%2026-03-312026-05-04

ACLC AMERICAN CENTY ETF TR3.1M shares7.93%2026-03-312026-05-04

SUSC ISHARES TR9.9M shares4.92%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.8M shares0.90%2026-03-312026-05-04

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APD AIR PRODUCTS AND CHEMICALS I784.7K shares27.92%2026-03-312026-05-04

AXP AMERICAN EXPRESS CO749.0K shares27.62%2026-03-312026-05-04

DVY ISHARES TR1.5M shares6.12%2026-03-312026-05-04

VRTX VERTEX PHARMACEUTICALS INC503.6K shares6.77%2026-03-312026-05-04

DFAX DIMENSIONAL ETF TRUST6.6M shares0.68%2026-03-312026-05-04

SPTI SPDR SERIES TRUST7.8M shares27.21%2026-03-312026-05-04

MU MICRON TECHNOLOGY INC659.8K shares10.00%2026-03-312026-05-04

JEPQ J P MORGAN EXCHANGE TRADED F4.0M shares18.31%2026-03-312026-05-04

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VOE VANGUARD INDEX FDS1.2M shares6.23%2026-03-312026-05-04

EMR EMERSON ELEC CO1.7M shares7.64%2026-03-312026-05-04

CRM SALESFORCE INC1.2M shares-1.78%2026-03-312026-05-04

ETR ENTERGY CORP NEW2.0M shares10.15%2026-03-312026-05-04

DFIV DIMENSIONAL ETF TRUST4.2M shares10.76%2026-03-312026-05-04

AZO AUTOZONE INC64.1K shares1.58%2026-03-312026-05-04

TIP ISHARES TR2.0M shares-3.87%2026-03-312026-05-04

VYMI VANGUARD WHITEHALL FDS2.3M shares15.24%2026-03-312026-05-04

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MDLZ MONDELEZ INTL INC3.8M shares24.45%2026-03-312026-05-04

VTIP VANGUARD MALVERN FDS4.3M shares12.41%2026-03-312026-05-04

SHV ISHARES TR2.0M shares76.16%2026-03-312026-05-04

PVAL PUTNAM ETF TRUST4.6M shares14.29%2026-03-312026-05-04

DSI ISHARES TR1.8M shares-6.21%2026-03-312026-05-04

BKNG BOOKING HOLDINGS INC51.0K shares-1.17%2026-03-312026-05-04

ACGL ARCH CAP GROUP LTD2.2M shares6.22%2026-03-312026-05-04

CGMS CAPITAL GRP FIXED INCM ETF T7.8M shares24.16%2026-03-312026-05-04

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AJG GALLAGHER ARTHUR J & CO977.3K shares-20.02%2026-03-312026-05-04

IGM ISHARES TR1.8M shares6.22%2026-03-312026-05-04

DBEF DBX ETF TR4.3M shares102.81%2026-03-312026-05-04

VONV VANGUARD SCOTTSDALE FDS2.2M shares23.98%2026-03-312026-05-04

HSY HERSHEY CO1.0M shares-2.05%2026-03-312026-05-04

EAGG ISHARES TR4.4M shares21.55%2026-03-312026-05-04

NDAQ NASDAQ INC2.5M shares10.76%2026-03-312026-05-04

PAVE GLOBAL X FDS4.1M shares40.23%2026-03-312026-05-04

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IBB ISHARES TR1.2M shares0.30%2026-03-312026-05-04

SPSM SPDR SERIES TRUST4.3M shares22.66%2026-03-312026-05-04

CAH CARDINAL HEALTH INC978.9K shares10.81%2026-03-312026-05-04

ENB ENBRIDGE INC3.8M shares-1.48%2026-03-312026-05-04

VRT VERTIV HOLDINGS CO823.9K shares79.31%2026-03-312026-05-04

AVUS AMERICAN CENTY ETF TR1.8M shares8.71%2026-03-312026-05-04

SHEL SHELL PLC2.2M shares9.49%2026-03-312026-05-04

ICE INTERCONTINENTAL EXCHANGE IN1.3M shares20.92%2026-03-312026-05-04

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FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC854.7K shares9.90%2026-03-312026-05-04

USHY ISHARES TR5.4M shares-0.08%2026-03-312026-05-04

JBND J P MORGAN EXCHANGE TRADED F3.7M shares39.09%2026-03-312026-05-04

IJK ISHARES TR2.0M shares4.96%2026-03-312026-05-04

MMC MARSH & MCLENNAN COS INC1.1M shares0.14%2026-03-312026-05-04

TSCO TRACTOR SUPPLY CO4.3M shares-8.25%2026-03-312026-05-04

HEFA ISHARES TR4.6M shares216.87%2026-03-312026-05-04

APP APPLOVIN CORP489.9K shares12.52%2026-03-312026-05-04

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DFIC DIMENSIONAL ETF TRUST5.4M shares17.38%2026-03-312026-05-04

VBK VANGUARD INDEX FDS637.3K shares21.09%2026-03-312026-05-04

VWOB VANGUARD WHITEHALL FDS2.9M shares33.34%2026-03-312026-05-04

VNQ VANGUARD INDEX FDS2.2M shares30.00%2026-03-312026-05-04

ROST ROSS STORES INC880.5K shares-14.62%2026-03-312026-05-04

SYK STRYKER CORPORATION579.8K shares20.15%2026-03-312026-05-04

WDC WESTERN DIGITAL CORP701.4K shares18.22%2026-03-312026-05-04

DGRW WISDOMTREE TR2.2M shares-8.18%2026-03-312026-05-04

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IDV ISHARES TR4.4M shares11.37%2026-03-312026-05-04

WTV WISDOMTREE TR2.0M shares4.84%2026-03-312026-05-04

PSX PHILLIPS 661.0M shares-21.60%2026-03-312026-05-04

MCO MOODYS CORP427.5K shares6.10%2026-03-312026-05-04

SCHO SCHWAB STRATEGIC TR7.7M shares2.66%2026-03-312026-05-04

SNY SANOFI SA3.9M shares21.12%2026-03-312026-05-04

FNDX SCHWAB STRATEGIC TR6.6M shares28.49%2026-03-312026-05-04

MGV VANGUARD WORLD FD1.3M shares-2.48%2026-03-312026-05-04

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BA BOEING CO921.9K shares22.38%2026-03-312026-05-04

TMUS T-MOBILE US INC872.6K shares-15.36%2026-03-312026-05-04

VOT VANGUARD INDEX FDS711.9K shares5.35%2026-03-312026-05-04

VLUE ISHARES TR1.3M shares883.92%2026-03-312026-05-04

SPOT SPOTIFY TECHNOLOGY S A376.9K shares25.04%2026-03-312026-05-04

CMCSA COMCAST CORP NEW6.3M shares15.38%2026-03-312026-05-04

CGCB CAPITAL GRP FIXED INCM ETF T6.9M shares26.81%2026-03-312026-05-04

TFC TRUIST FINL CORP3.9M shares4.62%2026-03-312026-05-04

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GSIE GOLDMAN SACHS ETF TR4.2M shares52.38%2026-03-312026-05-04

TRGP TARGA RES CORP715.5K shares25.05%2026-03-312026-05-04

AMT AMERICAN TOWER CORP1.0M shares96.43%2026-03-312026-05-04

GCOR GOLDMAN SACHS ETF TR4.3M shares25.28%2026-03-312026-05-04

FENI FIDELITY COVINGTON TRUST4.7M shares15.66%2026-03-312026-05-04

TRV TRAVELERS COMPANIES INC598.0K shares5.22%2026-03-312026-05-04

SPDR SERIES TRUST SPDR SERIES TRUST1.8M shares3.56%2026-03-312026-05-04

PANW PALO ALTO NETWORKS INC1.1M shares12.24%2026-03-312026-05-04

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KMI KINDER MORGAN INC DEL5.1M shares0.59%2026-03-312026-05-04

CDNS CADENCE DESIGN SYSTEM INC613.2K shares-35.33%2026-03-312026-05-04

EME EMCOR GROUP INC229.4K shares24.47%2026-03-312026-05-04

SPTS SPDR SERIES TRUST5.7M shares-0.33%2026-03-312026-05-04

WELL WELLTOWER INC837.3K shares23.01%2026-03-312026-05-04

VOOG VANGUARD ADMIRAL FDS INC402.7K shares7.02%2026-03-312026-05-04

CRWD CROWDSTRIKE HLDGS INC420.4K shares12.41%2026-03-312026-05-04

HELO J P MORGAN EXCHANGE TRADED F2.6M shares36.78%2026-03-312026-05-04

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GLW CORNING INC1.2M shares-13.63%2026-03-312026-05-04

TOTL SSGA ACTIVE ETF TR4.1M shares9.84%2026-03-312026-05-04

SCHI SCHWAB STRATEGIC TR7.2M shares-1.25%2026-03-312026-05-04

SCHF SCHWAB STRATEGIC TR6.6M shares32.86%2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC1.1M shares28.39%2026-03-312026-05-04

EMXC ISHARES INC2.1M shares36.62%2026-03-312026-05-04

HDV ISHARES TR1.2M shares32.58%2026-03-312026-05-04

BDX BECTON DICKINSON & CO1.0M shares8.63%2026-03-312026-05-04

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SDY SPDR SERIES TRUST1.1M shares2.21%2026-03-312026-05-04

SPSB SPDR SERIES TRUST5.3M shares-1.62%2026-03-312026-05-04

SCHP SCHWAB STRATEGIC TR6.0M shares19.26%2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC781.0K shares34.86%2026-03-312026-05-04

EXPD EXPEDITORS INTL WASH INC1.1M shares6.31%2026-03-312026-05-04

CENCORA INC CENCORA INC502.9K shares5.31%2026-03-312026-05-04

PSC PRINCIPAL EXCHANGE TRADED FD2.7M shares19.55%2026-03-312026-05-04

CTVA CORTEVA INC1.9M shares8.45%2026-03-312026-05-04

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TBLL INVESCO EXCH TRADED FD TR II1.5M shares731.96%2026-03-312026-05-04

XMMO INVESCO EXCHANGE TRADED FD T1.1M shares184.35%2026-03-312026-05-04

GTO INVESCO ACTIVELY MANAGED EXC3.3M shares9.94%2026-03-312026-05-04

FVD FIRST TR EXCHANGE-TRADED FD3.3M shares15.62%2026-03-312026-05-04

USXF ISHARES TR2.8M shares4.49%2026-03-312026-05-04

VGLT VANGUARD SCOTTSDALE FDS2.8M shares20.44%2026-03-312026-05-04

UPS UNITED PARCEL SVCS INC1.6M shares42.07%2026-03-312026-05-04

ITA ISHARES TR697.9K shares-85.20%2026-03-312026-05-04

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DELL DELL TECHNOLOGIES INC926.4K shares2.03%2026-03-312026-05-04

RGLO RUSSELL INVTS EXCHANGE TRADE5.2M shares11.67%2026-03-312026-05-04

SPMO INVESCO EXCH TRADED FD TR II1.4M shares2.24%2026-03-312026-05-04

ESGE ISHARES INC3.3M shares-6.24%2026-03-312026-05-04

HWM HOWMET AEROSPACE INC653.0K shares21.25%2026-03-312026-05-04

SPHQ INVESCO EXCHANGE TRADED FD T2.0M shares3.26%2026-03-312026-05-04

DIVO AMPLIFY ETF TR3.3M shares15.38%2026-03-312026-05-04

HLT HILTON WORLDWIDE HLDGS INC487.6K shares10.68%2026-03-312026-05-04

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CARR CARRIER GLOBAL CORPORATION2.6M shares8.72%2026-03-312026-05-04

ACWX ISHARES TR2.2M shares26.48%2026-03-312026-05-04

OMC OMNICOM GROUP INC1.9M shares5.56%2026-03-312026-05-04

TCHP T ROWE PRICE ETF INC3.3M shares259.39%2026-03-312026-05-04

NVO NOVO-NORDISK A S4.0M shares42.76%2026-03-312026-05-04

EQIX EQUINIX INC147.9K shares-12.71%2026-03-312026-05-04

NOC NORTHROP GRUMMAN CORP212.1K shares-0.08%2026-03-312026-05-04

CTAS CINTAS CORP853.0K shares29.55%2026-03-312026-05-04

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VICI VICI PPTYS INC5.3M shares-11.92%2026-03-312026-05-04

SNPS SYNOPSYS INC363.2K shares8.61%2026-03-312026-05-04

FTEC FIDELITY COVINGTON TRUST687.3K shares-3.99%2026-03-312026-05-04

SDVY FIRST TR EXCHANGE TRADED FD3.6M shares10.34%2026-03-312026-05-04

EBAY EBAY INC.1.6M shares12.46%2026-03-312026-05-04

DIHP DIMENSIONAL ETF TRUST4.4M shares7.41%2026-03-312026-05-04

ESGD ISHARES TR1.5M shares2.81%2026-03-312026-05-04

IGEB ISHARES TR3.1M shares-2.36%2026-03-312026-05-04

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EEM ISHARES TR2.5M shares23.78%2026-03-312026-05-04

AMP AMERIPRISE FINL INC316.0K shares-38.50%2026-03-312026-05-04

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NATIONAL GRID PLC NATIONAL GRID PLC1.6M shares-9.81%2026-03-312026-05-04

LCAP PRINCIPAL EXCHANGE TRADED FD4.8M shares63.28%2026-03-312026-05-04

CLOA BLACKROCK ETF TRUST II2.7M shares57.26%2026-03-312026-05-04

CVS CVS HEALTH CORP1.9M shares2.85%2026-03-312026-05-04

XTEN BONDBLOXX ETF TRUST3.0M shares8.17%2026-03-312026-05-04

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MPWR MONOLITHIC PWR SYS INC125.9K shares0.98%2026-03-312026-05-04

FDX FEDEX CORP385.8K shares11.24%2026-03-312026-05-04

IWS ISHARES TR941.4K shares-6.50%2026-03-312026-05-04

AON PLC AON PLC423.2K shares22.91%2026-03-312026-05-04

ABNB AIRBNB INC1.1M shares14.71%2026-03-312026-05-04

RSG REPUBLIC SVCS INC623.1K shares3.51%2026-03-312026-05-04

VRSN VERISIGN INC549.1K shares6.47%2026-03-312026-05-04

MET METLIFE INC1.9M shares5.59%2026-03-312026-05-04

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JIVE J P MORGAN EXCHANGE TRADED F1.6M shares7.13%2026-03-312026-05-04

RING ISHARES INC1.7M shares-6.98%2026-03-312026-05-04

DUHP DIMENSIONAL ETF TRUST3.7M shares19.15%2026-03-312026-05-04

FDVV FIDELITY COVINGTON TRUST2.4M shares17.51%2026-03-312026-05-04

FBCG FIDELITY COVINGTON TRUST2.7M shares90.68%2026-03-312026-05-04

ADSK AUTODESK INC549.4K shares-1.34%2026-03-312026-05-04

GWW WW GRAINGER INC120.2K shares18.13%2026-03-312026-05-04

XSMO INVESCO EXCHANGE TRADED FD T1.7M shares5.25%2026-03-312026-05-04

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AVES AMERICAN CENTY ETF TR2.2M shares805.75%2026-03-312026-05-04

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ELV ELEVANCE HEALTH INC FORMERLY439.5K shares3.34%2026-03-312026-05-04

SRE SEMPRA1.3M shares5.91%2026-03-312026-05-04

PFF ISHARES TR4.2M shares6.22%2026-03-312026-05-04

PIEQ PRINCIPAL EXCHANGE TRADED FD3.7M shares10.15%2026-03-312026-05-04

FNDF SCHWAB STRATEGIC TR2.6M shares17.35%2026-03-312026-05-04

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THE CIGNA GROUP THE CIGNA GROUP472.6K shares31.11%2026-03-312026-05-04

XTWY BONDBLOXX ETF TRUST3.3M shares2.02%2026-03-312026-05-04

SCHQ SCHWAB STRATEGIC TR4.0M shares-34.08%2026-03-312026-05-04

VHT VANGUARD WORLD FD459.7K shares1.82%2026-03-312026-05-04

APMU TRUST FOR PROFESSIONAL MANAG5.0M shares15.50%2026-03-312026-05-04

ATO ATMOS ENERGY CORP674.6K shares22.23%2026-03-312026-05-04

PPL PPL CORP3.3M shares3.18%2026-03-312026-05-04

JCPB J P MORGAN EXCHANGE TRADED F2.6M shares17.19%2026-03-312026-05-04

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DFAS DIMENSIONAL ETF TRUST1.7M shares10.97%2026-03-312026-05-04

MTBA SIMPLIFY EXCHANGE TRADED FUN2.5M shares8.92%2026-03-312026-05-04

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TFI SPDR SERIES TRUST2.7M shares12.25%2026-03-312026-05-04

SONY SONY GROUP CORP5.9M shares9.32%2026-03-312026-05-04

URI UNITED RENTALS INC166.7K shares5.42%2026-03-312026-05-04

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EQWL INVESCO EXCHANGE TRADED FD T1.1M shares1142.34%2026-03-312026-05-04

SAP SAP SE701.1K shares-3.95%2026-03-312026-05-04

JPIE J P MORGAN EXCHANGE TRADED F2.6M shares2.42%2026-03-312026-05-04

GVI ISHARES TR1.1M shares2.55%2026-03-312026-05-04

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL305.1K shares11.28%2026-03-312026-05-04

IWY ISHARES TR476.4K shares17.94%2026-03-312026-05-04

SPHY SPDR SERIES TRUST5.1M shares18.06%2026-03-312026-05-04

FVAL FIDELITY COVINGTON TRUST1.7M shares9.68%2026-03-312026-05-04

Sponsored

ITW ILLINOIS TOOL WKS INC452.2K shares-0.59%2026-03-312026-05-04

IGLB ISHARES TR2.4M shares-18.67%2026-03-312026-05-04

STIP ISHARES TR1.1M shares31.11%2026-03-312026-05-04

MINT PIMCO ETF TR1.2M shares170.23%2026-03-312026-05-04

DFSD DIMENSIONAL ETF TRUST2.4M shares6.85%2026-03-312026-05-04

SCHR SCHWAB STRATEGIC TR4.6M shares35.96%2026-03-312026-05-04

TAXF AMERICAN CENTY ETF TR2.3M shares4.82%2026-03-312026-05-04

DPZ DOMINOS PIZZA INC320.3K shares3.67%2026-03-312026-05-04

Sponsored

DIA STATE STR SPDR DOW JONES IND247.2K shares2.68%2026-03-312026-05-04

TPR TAPESTRY INC804.9K shares71.62%2026-03-312026-05-04

FDMO FIDELITY COVINGTON TRUST1.4M shares7.38%2026-03-312026-05-04

CBRE CBRE GROUP INC836.0K shares3.07%2026-03-312026-05-04

ADBE ADOBE INC463.3K shares0.29%2026-03-312026-05-04

FCX FREEPORT MCMORAN INC1.9M shares16.80%2026-03-312026-05-04

LEN LENNAR CORP1.3M shares44.94%2026-03-312026-05-04

PZA INVESCO EXCH TRADED FD TR II4.8M shares88.86%2026-03-312026-05-04

Sponsored

OEF ISHARES TR348.7K shares-96.71%2026-03-312026-05-04

BMY BRISTOL-MYERS SQUIBB CO1.8M shares19.03%2026-03-312026-05-04

PWR QUANTA SVCS INC201.2K shares17.87%2026-03-312026-05-04

TT TRANE TECHNOLOGIES PLC265.0K shares-6.99%2026-03-312026-05-04

IVV

ISHARES TR

25.12%

Shares33.0M

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

64.38%

Shares10.7M

Event2026-03-31

Filed2026-05-04

DYNF

BLACKROCK ETF TRUST

-1.49%

Shares109.0M

Event2026-03-31

Filed2026-05-04

IUSB

ISHARES TR

11.75%

Shares133.1M

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

10.72%

Shares86.8M

Event2026-03-31

Filed2026-05-04

IVE

ISHARES TR

-2.34%

Shares27.7M

Event2026-03-31

Filed2026-05-04

IVW

ISHARES TR

13.01%

Shares49.3M

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

12.66%

Shares86.1M

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

45.80%

Shares50.9M

Event2026-03-31

Filed2026-05-04

EFV

ISHARES TR

12.82%

Shares59.7M

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

11.38%

Shares22.6M

Event2026-03-31

Filed2026-05-04

AGG

ISHARES TR

23.90%

Shares44.6M

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

11.67%

Shares11.6M

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

11.11%

Shares23.0M

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

13.59%

Shares8.7M

Event2026-03-31

Filed2026-05-04

GOVT

ISHARES TR

112.82%

Shares153.9M

Event2026-03-31

Filed2026-05-04

QUAL

ISHARES TR

6.20%

Shares17.8M

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

14.12%

Shares13.3M

Event2026-03-31

Filed2026-05-04

BNDX

VANGUARD CHARLOTTE FDS

25.50%

Shares59.2M

Event2026-03-31

Filed2026-05-04

MBB

ISHARES TR

10.92%

Shares28.9M

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

8.28%

Shares13.1M

Event2026-03-31

Filed2026-05-04

EFG

ISHARES TR

742.50%

Shares22.4M

Event2026-03-31

Filed2026-05-04

BSV

VANGUARD BD INDEX FDS

28.60%

Shares31.5M

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

5.38%

Shares36.0M

Event2026-03-31

Filed2026-05-04

TLH

ISHARES TR

-2.72%

Shares22.9M

Event2026-03-31

Filed2026-05-04

BROADCOM INC

15.05%

Shares7.4M

Event2026-03-31

Filed2026-05-04

IWF

ISHARES TR

1.56%

Shares5.3M

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

9.46%

Shares17.9M

Event2026-03-31

Filed2026-05-04

BAI

BLACKROCK ETF TRUST

14.96%

Shares66.5M

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD INTL EQUITY INDEX F

11.68%

Shares39.6M

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

6.08%

Shares7.2M

Event2026-03-31

Filed2026-05-04

ALPHABET INC

9.32%

Shares7.3M

Event2026-03-31

Filed2026-05-04

MTUM

ISHARES TR

7.46%

Shares8.5M

Event2026-03-31

Filed2026-05-04

THRO

BLACKROCK ETF TRUST

10.48%

Shares55.0M

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

4.90%

Shares6.0M

Event2026-03-31

Filed2026-05-04

SCHG

SCHWAB STRATEGIC TR

0.21%

Shares64.5M

Event2026-03-31

Filed2026-05-04

BIV

VANGUARD BD INDEX FDS

39.89%

Shares23.6M

Event2026-03-31

Filed2026-05-04