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The Analysis of Envestnet Portfolio Solutions, Inc.'s Holdings & P&L

Currently, Envestnet Portfolio Solutions, Inc. holds 1369 types of securities in its portfolio with a total value $20.9B. In the most recent quarter, they have increased their positions in N/A (+799.2K shares, valued at $598.5M), N/A (+9.7M shares, valued at $489.9M), IUSB (+4.4M shares, valued at $203.1M); decreased their positions in IWY (-1.1M shares, valued at $320.7M), QUAL (-890.6K shares, valued at $195.4M), EFV (-2.5M shares, valued at $188.3M); initiated new positions in N/A (+9.7M shares, valued at $489.9M), N/A (+5.0M shares, valued at $140.9M), N/A (+2.3M shares, valued at $113.7M).

1M P&L

+479.9M+2.92%

3M P&L

+193.0M+1.16%

HY P&L

+595.0M+3.65%

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/A14.1B

83.9%

2Semiconductors341.2M

2.0%

3Consumer Electronics198.2M

1.2%

Top Industries by Stock Count

1N/A542 stocks

43.4%

2Banks - Regional37 stocks

3.0%

3Software - Application27 stocks

2.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR2.0M shares66.09%2026-06-302026-07-20

APUE TRUST FOR PROFESSIONAL MANAG24.7M shares-0.70%2026-06-302026-07-20

IWY ISHARES TR3.6M shares-23.29%2026-06-302026-07-20

IUSB ISHARES TR16.9M shares35.09%2026-06-302026-07-20

IWX ISHARES TR4.9M shares-22.05%2026-06-302026-07-20

IVW ISHARES TR3.6M shares-2.30%2026-06-302026-07-20

DIMENSIONAL ETF TRUST DIMENSIONAL ETF TRUST9.7M sharesnew addition2026-06-302026-07-20

APIE TRUST FOR PROFESSIONAL MANAG12.2M shares0.05%2026-06-302026-07-20

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APCB TRUST FOR PROFESSIONAL MANAG15.5M shares1.01%2026-06-302026-07-20

DYNF BLACKROCK ETF TRUST6.7M shares1.45%2026-06-302026-07-20

IWS ISHARES TR2.5M shares-9.34%2026-06-302026-07-20

IVE ISHARES TR1.7M shares-19.55%2026-06-302026-07-20

IEMG ISHARES INC4.1M shares-29.98%2026-06-302026-07-20

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T417.0K shares12.78%2026-06-302026-07-20

ISHARES TR ISHARES TR3.1M shares8.86%2026-06-302026-07-20

BAI BLACKROCK ETF TRUST4.6M shares-16.97%2026-06-302026-07-20

Sponsored

EFG ISHARES TR1.9M shares2.83%2026-06-302026-07-20

TLH ISHARES TR2.3M shares-23.94%2026-06-302026-07-20

ISHARES TR ISHARES TR2.2M shares-28.55%2026-06-302026-07-20

BNDX VANGUARD CHARLOTTE FDS4.2M shares2.84%2026-06-302026-07-20

MBB ISHARES TR2.1M shares9.78%2026-06-302026-07-20

NVDA NVIDIA CORPORATION997.3K shares6.72%2026-06-302026-07-20

IWP ISHARES TR1.4M shares-17.90%2026-06-302026-07-20

AAPL APPLE INC683.5K shares9.03%2026-06-302026-07-20

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GOVT ISHARES TR8.6M shares7.75%2026-06-302026-07-20

VOO VANGUARD INDEX FDS276.7K shares0.47%2026-06-302026-07-20

MTUM ISHARES TR548.6K shares-22.33%2026-06-302026-07-20

VANGUARD INDEX FDS VANGUARD INDEX FDS504.9K shares1.67%2026-06-302026-07-20

BLCR BLACKROCK ETF TRUST3.4M shares3.69%2026-06-302026-07-20

VEA VANGUARD TAX-MANAGED FDS2.3M shares2.08%2026-06-302026-07-20

XLSR SSGA ACTIVE TR2.4M shares8.51%2026-06-302026-07-20

CORO BLACKROCK ETF TRUST4.2M shares22676.49%2026-06-302026-07-20

Sponsored

BLACKROCK ETF TRUST BLACKROCK ETF TRUST5.0M sharesnew addition2026-06-302026-07-20

IDEF BLACKROCK ETF TRUST4.4M shares12.21%2026-06-302026-07-20

EFV ISHARES TR1.8M shares-57.96%2026-06-302026-07-20

MUB ISHARES TR1.2M shares5.75%2026-06-302026-07-20

THRO BLACKROCK ETF TRUST3.0M shares-35.38%2026-06-302026-07-20

MSFT MICROSOFT CORP346.5K shares8.05%2026-06-302026-07-20

AMZN AMAZON COM INC517.8K shares13.71%2026-06-302026-07-20

DFIS DIMENSIONAL ETF TRUST3.3M shares0.27%2026-06-302026-07-20

Sponsored

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II2.3M sharesnew addition2026-06-302026-07-20

SPDW SPDR INDEX SHS FDS2.2M shares-9.65%2026-06-302026-07-20

SPEM SPDR INDEX SHS FDS2.1M shares12.60%2026-06-302026-07-20

VTV VANGUARD INDEX FDS487.7K shares1.95%2026-06-302026-07-20

VXUS VANGUARD STAR FDS1.2M shares2.21%2026-06-302026-07-20

BND VANGUARD BD INDEX FDS1.3M shares1.98%2026-06-302026-07-20

GVI ISHARES TR851.8K shares434.48%2026-06-302026-07-20

FISR SSGA ACTIVE TR3.5M shares-6.12%2026-06-302026-07-20

Sponsored

BROADCOM INC BROADCOM INC227.4K shares9.36%2026-06-302026-07-20

VUG VANGUARD INDEX FDS949.2K shares516.77%2026-06-302026-07-20

APMU TRUST FOR PROFESSIONAL MANAG3.2M shares3.89%2026-06-302026-07-20

GOOGL ALPHABET INC220.7K shares9.85%2026-06-302026-07-20

GSUS GOLDMAN SACHS ETF TR758.7K shares3.90%2026-06-302026-07-20

GOOG ALPHABET INC219.7K shares9.24%2026-06-302026-07-20

BSV VANGUARD BD INDEX FDS939.1K shares6.31%2026-06-302026-07-20

AVUV AMERICAN CENTY ETF TR545.4K shares0.91%2026-06-302026-07-20

Sponsored

META PLATFORMS INC META PLATFORMS INC119.6K shares6.39%2026-06-302026-07-20

LCTU BLACKROCK ETF TRUST804.0K shares-4.70%2026-06-302026-07-20

VWO VANGUARD INTL EQUITY INDEX F1.1M shares2.55%2026-06-302026-07-20

TLT ISHARES TR685.6K shares2830.00%2026-06-302026-07-20

JNK SPDR SERIES TRUST593.9K shares189.24%2026-06-302026-07-20

IEF ISHARES TR595.6K shares113.96%2026-06-302026-07-20

SPSM SPDR SERIES TRUST976.3K shares-14.15%2026-06-302026-07-20

JPMORGAN CHASE & CO JPMORGAN CHASE & CO164.8K shares-9.62%2026-06-302026-07-20

Sponsored

ESGU ISHARES TR328.6K shares-0.69%2026-06-302026-07-20

SCHG SCHWAB STRATEGIC TR1.6M shares-9.01%2026-06-302026-07-20

VISA INC VISA INC153.4K shares21.57%2026-06-302026-07-20

EAGG ISHARES TR1.1M shares25.68%2026-06-302026-07-20

LLY ELI LILLY & CO41.7K shares7.69%2026-06-302026-07-20

SPTL SPDR SERIES TRUST1.9M shares8.68%2026-06-302026-07-20

BINC BLACKROCK ETF TRUST II917.8K shares-60.50%2026-06-302026-07-20

LRCX LAM RESEARCH CORP108.3K shares-4.20%2026-06-302026-07-20

Sponsored

GLD SPDR GOLD TR127.0K shares15.32%2026-06-302026-07-20

IWB ISHARES TR113.3K shares-22.73%2026-06-302026-07-20

GCOR GOLDMAN SACHS ETF TR1.1M shares10.34%2026-06-302026-07-20

MU MICRON TECHNOLOGY INC39.6K shares317.48%2026-06-302026-07-20

APPLIED MATLS INC APPLIED MATLS INC63.0K shares-27.62%2026-06-302026-07-20

DSI ISHARES TR318.9K shares-2.18%2026-06-302026-07-20

LMUB ISHARES TR883.6K shares8.16%2026-06-302026-07-20

CERY SPDR SERIES TRUST1.3M shares12.93%2026-06-302026-07-20

Sponsored

IAU ISHARES GOLD TR575.9K shares5.10%2026-06-302026-07-20

IJR ISHARES TR292.8K shares-8.76%2026-06-302026-07-20

VCRB VANGUARD MALVERN FDS553.9K shares3.65%2026-06-302026-07-20

TSLA TESLA INC99.2K shares7.06%2026-06-302026-07-20

GOLDMAN SACHS ETF TR GOLDMAN SACHS ETF TR738.9K sharesnew addition2026-06-302026-07-20

CISCO SYS INC CISCO SYS INC315.5K shares8.15%2026-06-302026-07-20

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS302.9K shares49.84%2026-06-302026-07-20

GSIE GOLDMAN SACHS ETF TR800.1K shares28.74%2026-06-302026-07-20

Sponsored

BIV VANGUARD BD INDEX FDS470.8K shares4.48%2026-06-302026-07-20

SUSC ISHARES TR1.6M shares-27.92%2026-06-302026-07-20

SPTI SPDR SERIES TRUST1.2M shares26.12%2026-06-302026-07-20

USXF ISHARES TR504.3K shares-2.76%2026-06-302026-07-20

SPMD SPDR SERIES TRUST516.6K shares8.09%2026-06-302026-07-20

VMBS VANGUARD SCOTTSDALE FDS742.3K shares2.67%2026-06-302026-07-20

GSLC GOLDMAN SACHS ETF TR240.5K shares31.43%2026-06-302026-07-20

LQD ISHARES TR309.4K shares-5.65%2026-06-302026-07-20

Sponsored

BLV VANGUARD BD INDEX FDS478.8K shares4.41%2026-06-302026-07-20

VEU VANGUARD INTL EQUITY INDEX F386.1K shares10.93%2026-06-302026-07-20

BDYN BLACKROCK ETF TRUST1.2M shares3.94%2026-06-302026-07-20

IGSB ISHARES TR605.6K shares-2.36%2026-06-302026-07-20

IWF ISHARES TR253.5K shares320.59%2026-06-302026-07-20

ETN EATON CORP PLC69.3K shares5.54%2026-06-302026-07-20

APH AMPHENOL CORP163.6K shares10.04%2026-06-302026-07-20

GWX SPDR INDEX SHS FDS633.1K shares7.23%2026-06-302026-07-20

Sponsored

QUAL ISHARES TR124.4K shares-87.75%2026-06-302026-07-20

SCHV SCHWAB STRATEGIC TR774.9K shares-33.52%2026-06-302026-07-20

VCIT VANGUARD SCOTTSDALE FDS325.2K shares-10.34%2026-06-302026-07-20

MO ALTRIA GROUP INC371.1K shares-6.94%2026-06-302026-07-20

PG PROCTER & GAMBLE CO175.5K shares18.15%2026-06-302026-07-20

DUK DUKE ENERGY CORP NEW202.7K shares-3.67%2026-06-302026-07-20

IJH ISHARES TR322.0K shares-2.58%2026-06-302026-07-20

NETFLIX INC. NETFLIX INC.340.6K shares7.73%2026-06-302026-07-20

Sponsored

FENI FIDELITY COVINGTON TRUST597.4K shares95.67%2026-06-302026-07-20

CVX CHEVRON CORPORATION141.4K shares5.97%2026-06-302026-07-20

ESGE ISHARES INC425.2K shares-24.72%2026-06-302026-07-20

ADI ANALOG DEVICES INC57.0K shares5.74%2026-06-302026-07-20

ABBVIE INC ABBVIE INC89.3K shares7.62%2026-06-302026-07-20

SYSB ISHARES TR253.1K shares6.24%2026-06-302026-07-20

IWD ISHARES TR92.3K shares-10.83%2026-06-302026-07-20

ITW ILLINOIS TOOL WKS INC82.1K shares4323.32%2026-06-302026-07-20

Sponsored

BDVL BLACKROCK ETF TRUST852.8K shares8.60%2026-06-302026-07-20

RF REGIONS FINANCIAL CORP NEW733.5K shares12.27%2026-06-302026-07-20

UNP UNION PAC CORP80.3K shares3.22%2026-06-302026-07-20

SCZ ISHARES TR263.6K shares31.28%2026-06-302026-07-20

PLD PROLOGIS INC.156.3K shares1.68%2026-06-302026-07-20

BCUS EXCHANGE LISTED FDS TR571.9K shares20.42%2026-06-302026-07-20

SHY ISHARES TR255.0K shares122.16%2026-06-302026-07-20

VXF VANGUARD INDEX FDS84.7K shares-0.32%2026-06-302026-07-20

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SNA SNAP ON INC51.8K shares3.23%2026-06-302026-07-20

KO COCA COLA CO254.9K shares13.16%2026-06-302026-07-20

EVUS ISHARES TR588.5K shares1.34%2026-06-302026-07-20

GEM GOLDMAN SACHS ETF TR394.4K shares82.43%2026-06-302026-07-20

CAFX PROFESIONALLY MANAGED PORTFO829.1K shares-0.60%2026-06-302026-07-20

DGRO ISHARES TR263.8K shares27.98%2026-06-302026-07-20

EMHC SPDR SERIES TRUST785.3K shares16.80%2026-06-302026-07-20

TROW PRICE T ROWE GROUP INC174.0K shares6.15%2026-06-302026-07-20

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BALI BLACKROCK ETF TRUST568.6K shares109.17%2026-06-302026-07-20

SUSB ISHARES TR768.3K shares3392.50%2026-06-302026-07-20

SPLB SPDR SERIES TRUST823.0K shares37.31%2026-06-302026-07-20

KMI KINDER MORGAN INC DEL574.9K shares7.06%2026-06-302026-07-20

JNJ JOHNSON & JOHNSON71.7K shares-8.85%2026-06-302026-07-20

BEN FRANKLIN RESOURCES INC546.4K shares7.50%2026-06-302026-07-20

DMXF ISHARES TR214.6K shares1.09%2026-06-302026-07-20

AMCOR PLC AMCOR PLC409.6K shares8.09%2026-06-302026-07-20

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EBND SPDR SERIES TRUST852.1K shares5.92%2026-06-302026-07-20

GS GOLDMAN SACHS GROUP INC17.4K shares14.68%2026-06-302026-07-20

PEP PEPSICO INC128.0K shares10.53%2026-06-302026-07-20

HD HOME DEPOT INC49.1K shares9.58%2026-06-302026-07-20

ORACLE CORP ORACLE CORP117.3K shares13.79%2026-06-302026-07-20

SRLN SSGA ACTIVE ETF TR425.3K shares17.02%2026-06-302026-07-20

SPYG SPDR SERIES TRUST143.8K shares8.26%2026-06-302026-07-20

FE FIRSTENERGY CORP358.8K shares-9.77%2026-06-302026-07-20

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BOND PIMCO ETF TR179.8K shares11.22%2026-06-302026-07-20

TMO THERMO FISHER SCIENTIFIC INC32.5K shares2.00%2026-06-302026-07-20

TIPX SPDR SERIES TRUST852.9K shares11.35%2026-06-302026-07-20

IWR ISHARES TR145.3K shares-7.36%2026-06-302026-07-20

VB VANGUARD INDEX FDS52.8K shares9.41%2026-06-302026-07-20

IGEB ISHARES TR352.9K shares44.64%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION16.9K shares20.31%2026-06-302026-07-20

VYMI VANGUARD WHITEHALL FDS160.6K shares20.96%2026-06-302026-07-20

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EVRG EVERGY INC182.4K shares-9.33%2026-06-302026-07-20

WMT WALMART INC138.4K shares17.82%2026-06-302026-07-20

BKNG BOOKING HOLDINGS INC87.8K shares2515.97%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL31.3K shares14.96%2026-06-302026-07-20

IDEXX LABS INC IDEXX LABS INC29.0K shares2.70%2026-06-302026-07-20

KHC KRAFT HEINZ CO627.0K shares-12.33%2026-06-302026-07-20

COP CONOCOPHILLIPS139.0K shares4.63%2026-06-302026-07-20

EXC EXELON CORP308.4K shares8.78%2026-06-302026-07-20

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QQQ INVESCO QQQ TR19.5K shares8.40%2026-06-302026-07-20

CNC CENTENE CORP DEL222.9K shares7.15%2026-06-302026-07-20

CME CME GROUP INC63.9K shares6.01%2026-06-302026-07-20

HYGV FLEXSHARES TR349.8K shares0.99%2026-06-302026-07-20

PM PHILIP MORRIS INTL INC77.7K shares4.80%2026-06-302026-07-20

TSM TAIWAN SEMICONDUCTOR MANUFAC29.2K shares9.79%2026-06-302026-07-20

UAL UNITED AIRLS HLDGS INC102.1K shares4.81%2026-06-302026-07-20

BIL SPDR SERIES TRUST151.1K shares-38.81%2026-06-302026-07-20

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SECU BLACKROCK ETF TRUST II276.5K sharesnew addition2026-06-302026-07-20

EFA ISHARES TR132.4K shares117.21%2026-06-302026-07-20

ALL ALLSTATE CORP57.5K shares11.68%2026-06-302026-07-20

GIGB GOLDMAN SACHS ETF TR297.5K shares15.15%2026-06-302026-07-20

MRK MERCK & CO INC105.5K shares28.25%2026-06-302026-07-20

FBND FIDELITY MERRIMACK STR TR294.4K shares8.96%2026-06-302026-07-20

AMD ADVANCED MICRO DEVICES INC22.6K shares36.03%2026-06-302026-07-20

FNDF SCHWAB STRATEGIC TR246.5K shares5.70%2026-06-302026-07-20

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CGDV CAPITAL GROUP DIVIDEND VALUE262.8K shares9.53%2026-06-302026-07-20

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC110.6K shares8.98%2026-06-302026-07-20

FTGC FIRST TR EXCHANGE TRAD FD VI470.2K sharesnew addition2026-06-302026-07-20

ISRG INTUITIVE SURGICAL INC31.8K shares4.07%2026-06-302026-07-20

PFF ISHARES TR400.3K shares-17.13%2026-06-302026-07-20

CGGE CAPITAL GROUP GLOBAL EQUITY341.1K shares9.61%2026-06-302026-07-20

KEY KEYCORP520.4K sharesnew addition2026-06-302026-07-20

WASTE MGMT INC DEL WASTE MGMT INC DEL53.8K shares6.40%2026-06-302026-07-20

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XPH SPDR SERIES TRUST180.5K shares5.27%2026-06-302026-07-20

LIN LINDE PLC22.9K shares4.92%2026-06-302026-07-20

GGUS GOLDMAN SACHS ETF TR173.9K shares8.22%2026-06-302026-07-20

IWM ISHARES TR39.5K shares-4.64%2026-06-302026-07-20

GTO INVESCO ACTIVELY MANAGED EXC252.3K shares6.27%2026-06-302026-07-20

RSP INVESCO EXCHANGE TRADED FD T55.4K shares-28.35%2026-06-302026-07-20

BAC BANK OF AMER CORP203.3K shares7.83%2026-06-302026-07-20

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC27.8K shares26.06%2026-06-302026-07-20

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CLOA BLACKROCK ETF TRUST II222.0K shares-18.04%2026-06-302026-07-20

XSMO INVESCO EXCHANGE TRADED FD T122.0K shares1.22%2026-06-302026-07-20

NEXTERA ENERGY INC NEXTERA ENERGY INC129.4K shares84.89%2026-06-302026-07-20

JAAA JANUS DETROIT STR TR223.2K shares31.69%2026-06-302026-07-20

TOTL SSGA ACTIVE ETF TR280.0K shares37.33%2026-06-302026-07-20

GILD GILEAD SCIENCES INC86.8K shares-1.86%2026-06-302026-07-20

WTV WISDOMTREE TR107.2K shares-23.17%2026-06-302026-07-20

GOLDMAN SACHS ETF TR GOLDMAN SACHS ETF TR211.2K sharesnew addition2026-06-302026-07-20

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TJX TJX COS INC NEW70.5K shares1.68%2026-06-302026-07-20

VNQ VANGUARD INDEX FDS108.3K shares6.34%2026-06-302026-07-20

GSID GOLDMAN SACHS ETF TR138.0K shares8.28%2026-06-302026-07-20

IWL ISHARES TR55.9K shares-1.38%2026-06-302026-07-20

CAT CATERPILLAR INC9.7K shares5.28%2026-06-302026-07-20

RSG REPUBLIC SVCS INC48.0K shares2.84%2026-06-302026-07-20

XLK SELECT SECTOR SPDR TR53.0K shares-25.42%2026-06-302026-07-20

SFLR INNOVATOR ETFS TRUST259.0K sharesnew addition2026-06-302026-07-20

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RTX CORPORATION RTX CORPORATION52.0K shares3.25%2026-06-302026-07-20

ANET ARISTA NETWORKS INC57.6K shares-4.10%2026-06-302026-07-20

CGUS CAPITAL GROUP CORE EQUITY ET219.2K shares3.04%2026-06-302026-07-20

IBM INTERNATIONAL BUSINESS MACHS34.9K shares39.49%2026-06-302026-07-20

VRSK VERISK ANALYTICS INC54.0K shares4.49%2026-06-302026-07-20

CSGP COSTAR GROUP INC341.4K shares5.26%2026-06-302026-07-20

ACWX ISHARES TR126.8K shares-9.47%2026-06-302026-07-20

GSEW GOLDMAN SACHS ETF TR99.5K shares-1.43%2026-06-302026-07-20

Sponsored

CGHM CAPITAL GRP FIXED INCM ETF T356.1K shares16.84%2026-06-302026-07-20

CGMU CAPITAL GRP FIXED INCM ETF T333.9K shares19.41%2026-06-302026-07-20

ORLY OREILLY AUTOMOTIVE INC99.6K shares10.79%2026-06-302026-07-20

MS MORGAN STANLEY43.6K shares-2.93%2026-06-302026-07-20

QQQM INVESCO EXCH TRADED FD TR II30.0K shares2956.53%2026-06-302026-07-20

LCTD BLACKROCK ETF TRUST156.3K shares-7.91%2026-06-302026-07-20

ICVT ISHARES TR73.9K shares-42.86%2026-06-302026-07-20

BX BLACKSTONE INC75.8K shares34.14%2026-06-302026-07-20

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QCOM QUALCOMM INC48.2K shares8.43%2026-06-302026-07-20

XLF SELECT SECTOR SPDR TR164.6K shares-22.90%2026-06-302026-07-20

STIP ISHARES TR86.1K shares380.56%2026-06-302026-07-20

AMGN AMGEN INC24.3K shares15.00%2026-06-302026-07-20

USMV ISHARES TR90.9K shares-9.42%2026-06-302026-07-20

MASTERCARD INCORPORATED MASTERCARD INCORPORATED17.0K shares-4.75%2026-06-302026-07-20

SPHY SPDR SERIES TRUST371.5K shares124.89%2026-06-302026-07-20

JMTG J P MORGAN EXCHANGE TRADED F170.8K shares-11.96%2026-06-302026-07-20

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ASML ASML HLDG NV4.3K shares18.11%2026-06-302026-07-20

PH PARKER-HANNIFIN CORP8.8K shares-7.90%2026-06-302026-07-20

VTIP VANGUARD MALVERN FDS168.3K shares7.17%2026-06-302026-07-20

GEV GE VERNOVA INC7.1K shares31.17%2026-06-302026-07-20

BA BOEING CO38.8K shares16.20%2026-06-302026-07-20

SPHQ INVESCO EXCHANGE TRADED FD T93.0K sharesnew addition2026-06-302026-07-20

BLACKROCK ETF TRUST BLACKROCK ETF TRUST325.8K sharesnew addition2026-06-302026-07-20

UBER UBER TECHNOLOGIES INC115.6K shares5.01%2026-06-302026-07-20

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GUNR FLEXSHARES TR168.2K shares-1.41%2026-06-302026-07-20

PANW PALO ALTO NETWORKS INC24.3K shares-7.71%2026-06-302026-07-20

AXP AMERICAN EXPRESS CO24.4K shares12.54%2026-06-302026-07-20

EMLC VANECK ETF TRUST321.8K shares21.29%2026-06-302026-07-20

CGDG CAPITAL GROUP DIVIDEND GROWE218.7K shares16.93%2026-06-302026-07-20

SCHB SCHWAB STRATEGIC TR282.7K shares-1.40%2026-06-302026-07-20

INTC INTEL CORP58.5K shares69.30%2026-06-302026-07-20

HDV ISHARES TR296.3K shares535.73%2026-06-302026-07-20

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EXCHANGE LISTED FDS TR EXCHANGE LISTED FDS TR263.0K shares37.03%2026-06-302026-07-20

ESGD ISHARES TR76.5K shares-39.76%2026-06-302026-07-20

TXN TEXAS INSTRS INC26.1K shares46.66%2026-06-302026-07-20

ITOT ISHARES TR46.8K shares32.58%2026-06-302026-07-20

DEMZ ADVISORS INNER CIRCLE FD III158.8K shares51.91%2026-06-302026-07-20

VYM VANGUARD WHITEHALL FDS46.4K shares6.54%2026-06-302026-07-20

IYW ISHARES TR28.9K shares-2.05%2026-06-302026-07-20

HUBB HUBBELL INC13.9K shares13.89%2026-06-302026-07-20

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VZ VERIZON COMMUNICATIONS INC171.4K shares9.57%2026-06-302026-07-20

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION49.5K shares14.25%2026-06-302026-07-20

IWO ISHARES TR17.9K shares-3.83%2026-06-302026-07-20

UHS UNIVERSAL HLTH SVCS INC46.7K shares4.20%2026-06-302026-07-20

SPTS SPDR SERIES TRUST238.8K shares-38.21%2026-06-302026-07-20

GE GE AEROSPACE18.5K shares35.70%2026-06-302026-07-20

CRM SALESFORCE INC43.4K shares11.91%2026-06-302026-07-20

GSSC GOLDMAN SACHS ETF TR74.2K shares6.15%2026-06-302026-07-20

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WDC WESTERN DIGITAL CORP10.5K shares25.67%2026-06-302026-07-20

CGGO CAPITAL GROUP GBL GROWTH EQT157.9K shares9.06%2026-06-302026-07-20

ICLN ISHARES TR325.9K sharesnew addition2026-06-302026-07-20

RAFE PIMCO EQUITY SER138.1K shares36.09%2026-06-302026-07-20

IDEV ISHARES TR74.1K shares-6.13%2026-06-302026-07-20

CGBL CAPITAL GROUP CORE BALANCED172.7K shares24.06%2026-06-302026-07-20

VT VANGUARD INTL EQUITY INDEX F41.8K shares0.46%2026-06-302026-07-20

DFUV DIMENSIONAL ETF TRUST118.8K shares0.33%2026-06-302026-07-20

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DIS DISNEY WALT CO67.7K shares20.76%2026-06-302026-07-20

MCD MCDONALDS CORP23.9K shares41.33%2026-06-302026-07-20

XLI SELECT SECTOR SPDR TR34.6K shares-11.97%2026-06-302026-07-20

CAG CONAGRA BRANDS INC474.8K shares3.54%2026-06-302026-07-20

COIN COINBASE GLOBAL INC43.1K shares11.53%2026-06-302026-07-20

DHR DANAHER CORP DEL33.0K shares14.94%2026-06-302026-07-20

EMR EMERSON ELEC CO43.8K shares324.23%2026-06-302026-07-20

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FTNT FORTINET INC40.6K shares681.67%2026-06-302026-07-20

LMBS FIRST TR EXCHANGE-TRADED FD125.3K shares-9.02%2026-06-302026-07-20

SECT NORTHERN LTS FD TR IV86.5K shares-1.49%2026-06-302026-07-20

EUHY ISHARES INC114.8K shares25.63%2026-06-302026-07-20

USB US BANCORP102.2K shares-4.54%2026-06-302026-07-20

BKLN INVESCO EXCH TRADED FD TR II299.2K shares17.29%2026-06-302026-07-20

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.66.8K shares14.88%2026-06-302026-07-20

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ITA ISHARES TR24.8K shares5.58%2026-06-302026-07-20

BLK BLACKROCK INC6.2K shares3.99%2026-06-302026-07-20

HYDB ISHARES TR126.7K shares0.72%2026-06-302026-07-20

TIP ISHARES TR53.9K shares0.07%2026-06-302026-07-20

GTIP GOLDMAN SACHS ETF TR120.6K shares13.83%2026-06-302026-07-20

UPS UNITED PARCEL SVCS INC54.7K shares13.78%2026-06-302026-07-20

JEPI J P MORGAN EXCHANGE TRADED F102.9K shares20.92%2026-06-302026-07-20

MEDTRONIC PLC MEDTRONIC PLC74.0K shares17.39%2026-06-302026-07-20

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LDOS LEIDOS HOLDINGS INC55.9K shares4.44%2026-06-302026-07-20

SOUTHERN CO SOUTHERN CO60.1K shares14.66%2026-06-302026-07-20

XLE SELECT SECTOR SPDR TR108.0K shares93.52%2026-06-302026-07-20

GSC GOLDMAN SACHS ETF TR82.8K sharesnew addition2026-06-302026-07-20

FSIG FIRST TR EXCHANGE-TRADED FD300.1K shares-5.98%2026-06-302026-07-20

CDX SIMPLIFY EXCHANGE TRADED FUN267.5K shares10.65%2026-06-302026-07-20

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3M CO 3M CO34.0K shares18.27%2026-06-302026-07-20

CGIC CAPITAL GROUP INTERNATIONAL149.5K shares239.70%2026-06-302026-07-20

IXUS ISHARES TR57.0K shares-1.58%2026-06-302026-07-20

DFSD DIMENSIONAL ETF TRUST113.8K shares8.39%2026-06-302026-07-20

IJJ ISHARES TR36.8K shares-5.09%2026-06-302026-07-20

QUANTA SVCS INC QUANTA SVCS INC7.4K shares-0.61%2026-06-302026-07-20

SCHD SCHWAB STRATEGIC TR166.7K shares141.21%2026-06-302026-07-20

CI THE CIGNA GROUP19.0K shares45.93%2026-06-302026-07-20

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SERVICENOW INC SERVICENOW INC52.8K shares61.83%2026-06-302026-07-20

HIG HARTFORD INSURANCE GROUP INC39.2K shares21.14%2026-06-302026-07-20

SGOV ISHARES TR51.5K shares-24.10%2026-06-302026-07-20

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR113.8K shares-2.49%2026-06-302026-07-20

WFC WELLS FARGO & CO62.3K shares0.81%2026-06-302026-07-20

ATI INC ATI INC25.9K shares-10.50%2026-06-302026-07-20

DFIV DIMENSIONAL ETF TRUST94.6K shares0.70%2026-06-302026-07-20

C CITIGROUP INC36.2K shares-0.04%2026-06-302026-07-20

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MRVL MARVELL TECHNOLOGY INC17.0K shares-14.50%2026-06-302026-07-20

ETHO AMPLIFY ETF TR62.1K shares23.15%2026-06-302026-07-20

CVS CVS HEALTH CORP48.0K shares1.39%2026-06-302026-07-20

PYLD PIMCO ETF TR186.1K shares33.58%2026-06-302026-07-20

PNC PNC FINL SVCS GROUP INC20.0K shares9.81%2026-06-302026-07-20

ABT ABBOTT LABORATORIES53.8K shares-12.14%2026-06-302026-07-20

IEUR ISHARES TR64.3K shares-42.78%2026-06-302026-07-20

MCK MCKESSON CORP6.2K shares5.50%2026-06-302026-07-20

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BUFR FIRST TR EXCHNG TRADED FD VI126.9K shares-40.25%2026-06-302026-07-20

BYLD ISHARES TR202.8K sharesnew addition2026-06-302026-07-20

T AT&T INC221.0K shares-2.56%2026-06-302026-07-20

CGMM CAPITAL GROUP EQUITY ETF TR137.8K shares16.54%2026-06-302026-07-20

KLAC KLA CORP14.9K shares1195.32%2026-06-302026-07-20

WELL WELLTOWER INC19.8K shares7.47%2026-06-302026-07-20

SMH VANECK ETF TRUST6.8K shares0.57%2026-06-302026-07-20

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HWM HOWMET AEROSPACE INC16.6K shares0.91%2026-06-302026-07-20

CDNS CADENCE DESIGN SYSTEM INC11.8K shares-2.26%2026-06-302026-07-20

GLW CORNING INC17.1K shares-0.86%2026-06-302026-07-20

SBUX STARBUCKS CORP42.7K shares-1.52%2026-06-302026-07-20

FLXR TCW ETF TRUST110.9K shares13.04%2026-06-302026-07-20

VCSH VANGUARD SCOTTSDALE FDS55.0K shares-5.86%2026-06-302026-07-20

PFE PFIZER INC179.7K shares15.96%2026-06-302026-07-20

RDVY FIRST TR EXCHANGE TRADED FD53.1K shares-0.19%2026-06-302026-07-20

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JBBB JANUS DETROIT STR TR91.0K sharesnew addition2026-06-302026-07-20

WEC WEC ENERGY GROUP INC36.7K shares-1.82%2026-06-302026-07-20

AGGH SIMPLIFY EXCHANGE TRADED FUN210.0K shares9.87%2026-06-302026-07-20

CARY ANGEL OAK FUNDS TRUST203.6K sharesnew addition2026-06-302026-07-20

VLUE ISHARES TR21.1K shares-16.04%2026-06-302026-07-20

VV VANGUARD INDEX FDS12.2K shares10.10%2026-06-302026-07-20

QQMG INVESCO EXCH TRADED FD TR II81.8K shares6.74%2026-06-302026-07-20

EUSB ISHARES TR96.4K shares7.22%2026-06-302026-07-20

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SWK STANLEY BLACK & DECKER INC44.4K shares19.99%2026-06-302026-07-20

KBWB INVESCO EXCH TRADED FD TR II44.9K shares663.01%2026-06-302026-07-20

MSI MOTOROLA SOLUTIONS INC10.0K shares3.90%2026-06-302026-07-20

LOW LOWES COS INC18.8K shares27.17%2026-06-302026-07-20

BSX BOSTON SCIENTIFIC CORP96.8K shares-8.33%2026-06-302026-07-20

IXC ISHARES TR83.2K shares21.37%2026-06-302026-07-20

JIVE J P MORGAN EXCHANGE TRADED F44.1K sharesnew addition2026-06-302026-07-20

ZOETIS INC ZOETIS INC56.1K shares-9.12%2026-06-302026-07-20

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HIMU BLACKROCK ETF TRUST II80.1K shares37.40%2026-06-302026-07-20

SPYV SPDR SERIES TRUST65.6K shares-25.57%2026-06-302026-07-20

VTRS VIATRIS INC249.9K shares5.48%2026-06-302026-07-20

RGA REINSURANCE GROUP AMER INC18.5K shares-3.13%2026-06-302026-07-20

JSTC TIDAL TRUST I168.8K shares0.25%2026-06-302026-07-20

ICE INTERCONTINENTAL EXCHANGE IN31.3K shares20.58%2026-06-302026-07-20

HONEYWELL INTL INC HONEYWELL INTL INC17.0K sharesnew addition2026-06-302026-07-20

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VGSR MANAGER DIRECTED PORTFOLIOS333.8K shares0.81%2026-06-302026-07-20

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YUM YUM BRANDS INC23.6K shares25.30%2026-06-302026-07-20

ADP AUTOMATIC DATA PROCESSING IN16.8K shares63.79%2026-06-302026-07-20

VGIT VANGUARD SCOTTSDALE FDS63.5K shares10.63%2026-06-302026-07-20

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SCHR SCHWAB STRATEGIC TR151.1K shares398.01%2026-06-302026-07-20

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC16.7K sharesnew addition2026-06-302026-07-20

SCHZ SCHWAB STRATEGIC TR159.0K shares31.29%2026-06-302026-07-20

SCHO SCHWAB STRATEGIC TR150.3K sharesnew addition2026-06-302026-07-20

MDY STATE STR SPDR S&P MIDCAP 405.1K shares31.24%2026-06-302026-07-20

FALN ISHARES TR132.1K shares9.57%2026-06-302026-07-20

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CGCB CAPITAL GRP FIXED INCM ETF T134.6K shares13.93%2026-06-302026-07-20

BK BANK OF NY MELLON CORP24.3K shares8.84%2026-06-302026-07-20

VTEB VANGUARD MUN BD FDS69.5K shares102.99%2026-06-302026-07-20

FVD FIRST TR EXCHANGE-TRADED FD71.6K shares-1.17%2026-06-302026-07-20

SHOP SHOPIFY INC29.9K shares2.80%2026-06-302026-07-20

SCHW SCHWAB CHARLES CORP36.9K shares-1.02%2026-06-302026-07-20

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ELV ELEVANCE HEALTH INC FORMERLY8.6K shares-0.50%2026-06-302026-07-20

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CGNG CAPITAL GROUP NEW GEOGRAPHY87.6K shares53.80%2026-06-302026-07-20

MPWR MONOLITHIC PWR SYS INC2.4K shares-20.72%2026-06-302026-07-20

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FTCB FIRST TR EXCHANGE-TRADED FD145.4K shares6.82%2026-06-302026-07-20

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HSY HERSHEY CO17.2K shares9.88%2026-06-302026-07-20

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AEP AMERICAN ELEC PWR CO INC20.7K shares25.06%2026-06-302026-07-20

EWJ ISHARES INC30.3K shares4.49%2026-06-302026-07-20

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SPMO INVESCO EXCH TRADED FD TR II16.3K shares42.28%2026-06-302026-07-20

GLTR ABRDN PRECIOUS METALS BASKET14.5K shares29.56%2026-06-302026-07-20

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MDLZ MONDELEZ INTL INC44.3K shares3.41%2026-06-302026-07-20

HYG ISHARES TR32.0K shares0.76%2026-06-302026-07-20

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC7.7K shares14.51%2026-06-302026-07-20

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BTI BRITISH AMERN TOB PLC41.0K shares-7.71%2026-06-302026-07-20

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AES CORP AES CORP161.4K shares8.21%2026-06-302026-07-20

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LAMR LAMAR ADVERTISING CO14.5K shares14.62%2026-06-302026-07-20

XPO XPO INC11.0K shares-13.35%2026-06-302026-07-20

LYB LYONDELLBASELL INDUSTRIES NV42.7K shares-36.07%2026-06-302026-07-20

Sponsored

HPQ HP INC102.2K shares10.13%2026-06-302026-07-20

CSL CARLISLE COS INC6.2K shares-4.72%2026-06-302026-07-20

TEL TE CONNECTIVITY PLC11.1K shares23.96%2026-06-302026-07-20

TOLZ PROSHARES TR37.5K shares4.95%2026-06-302026-07-20

IEI ISHARES TR18.9K shares-15.57%2026-06-302026-07-20

CMI CUMMINS INC3.1K shares-12.26%2026-06-302026-07-20

FBCG FIDELITY COVINGTON TRUST35.4K shares26.42%2026-06-302026-07-20

IWN ISHARES TR9.9K shares4.06%2026-06-302026-07-20

Sponsored

EUFN ISHARES TR55.6K sharesnew addition2026-06-302026-07-20

EME EMCOR GROUP INC2.6K shares2.48%2026-06-302026-07-20

RWR SPDR SERIES TRUST19.1K sharesnew addition2026-06-302026-07-20

TTE TOTALENERGIES SE27.6K shares-21.52%2026-06-302026-07-20

MOAT VANECK ETF TRUST20.6K shares4.19%2026-06-302026-07-20

FMB FIRST TR EXCH TRADED FD III41.7K shares19.18%2026-06-302026-07-20

IGV ISHARES TR23.5K shares359.75%2026-06-302026-07-20

FSMB FIRST TR EXCH TRADED FD III103.5K shares5.54%2026-06-302026-07-20

Sponsored

VNQI VANGUARD INTL EQUITY INDEX F45.5K shares3.35%2026-06-302026-07-20

AXON AXON ENTERPRISE INC3.6K shares239.11%2026-06-302026-07-20

NGG NATIONAL GRID PLC24.5K shares5.48%2026-06-302026-07-20

ST SENSATA TECHNOLOGIES HLDG PL42.5K shares1.26%2026-06-302026-07-20

FITB FIFTH THIRD BANCORP35.9K shares115.47%2026-06-302026-07-20

FELC FIDELITY COVINGTON TRUST48.3K shares24.52%2026-06-302026-07-20

NLY ANNALY CAPITAL MANAGEMENT IN90.3K shares16.74%2026-06-302026-07-20

EWBC EAST WEST BANCORP INC15.6K shares0.68%2026-06-302026-07-20

Sponsored

COHR COHERENT CORP5.1K shares-58.48%2026-06-302026-07-20

FN FABRINET3.5K shares-18.19%2026-06-302026-07-20

FLS FLOWSERVE CORP26.4K sharesnew addition2026-06-302026-07-20

DHS WISDOMTREE TR17.2K shares8.97%2026-06-302026-07-20

ISHARES TR

66.09%

Shares2.0M

Event2026-06-30

Filed2026-07-20

APUE

TRUST FOR PROFESSIONAL MANAG

-0.70%

Shares24.7M

Event2026-06-30

Filed2026-07-20

IWY

ISHARES TR

-23.29%

Shares3.6M

Event2026-06-30

Filed2026-07-20

IUSB

ISHARES TR

35.09%

Shares16.9M

Event2026-06-30

Filed2026-07-20

IWX

ISHARES TR

-22.05%

Shares4.9M

Event2026-06-30

Filed2026-07-20

IVW

ISHARES TR

-2.30%

Shares3.6M

Event2026-06-30

Filed2026-07-20

DIMENSIONAL ETF TRUST

New

Shares9.7M

Event2026-06-30

Filed2026-07-20

APIE

TRUST FOR PROFESSIONAL MANAG

0.05%

Shares12.2M

Event2026-06-30

Filed2026-07-20

APCB

TRUST FOR PROFESSIONAL MANAG

1.01%

Shares15.5M

Event2026-06-30

Filed2026-07-20

DYNF

BLACKROCK ETF TRUST

1.45%

Shares6.7M

Event2026-06-30

Filed2026-07-20

IWS

ISHARES TR

-9.34%

Shares2.5M

Event2026-06-30

Filed2026-07-20

IVE

ISHARES TR

-19.55%

Shares1.7M

Event2026-06-30

Filed2026-07-20

IEMG

ISHARES INC

-29.98%

Shares4.1M

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

12.78%

Shares417.0K

Event2026-06-30

Filed2026-07-20

ISHARES TR

8.86%

Shares3.1M

Event2026-06-30

Filed2026-07-20

BAI

BLACKROCK ETF TRUST

-16.97%

Shares4.6M

Event2026-06-30

Filed2026-07-20

EFG

ISHARES TR

2.83%

Shares1.9M

Event2026-06-30

Filed2026-07-20

TLH

ISHARES TR

-23.94%

Shares2.3M

Event2026-06-30

Filed2026-07-20

ISHARES TR

-28.55%

Shares2.2M

Event2026-06-30

Filed2026-07-20

BNDX

VANGUARD CHARLOTTE FDS

2.84%

Shares4.2M

Event2026-06-30

Filed2026-07-20

MBB

ISHARES TR

9.78%

Shares2.1M

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

6.72%

Shares997.3K

Event2026-06-30

Filed2026-07-20

IWP

ISHARES TR

-17.90%

Shares1.4M

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

9.03%

Shares683.5K

Event2026-06-30

Filed2026-07-20

GOVT

ISHARES TR

7.75%

Shares8.6M

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD INDEX FDS

0.47%

Shares276.7K

Event2026-06-30

Filed2026-07-20

MTUM

ISHARES TR

-22.33%

Shares548.6K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

1.67%

Shares504.9K

Event2026-06-30

Filed2026-07-20

BLCR

BLACKROCK ETF TRUST

3.69%

Shares3.4M

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD TAX-MANAGED FDS

2.08%

Shares2.3M

Event2026-06-30

Filed2026-07-20

XLSR

SSGA ACTIVE TR

8.51%

Shares2.4M

Event2026-06-30

Filed2026-07-20

CORO

BLACKROCK ETF TRUST

22676.49%

Shares4.2M

Event2026-06-30

Filed2026-07-20

BLACKROCK ETF TRUST

New

Shares5.0M

Event2026-06-30

Filed2026-07-20

IDEF

BLACKROCK ETF TRUST

12.21%

Shares4.4M

Event2026-06-30

Filed2026-07-20

EFV

ISHARES TR

-57.96%

Shares1.8M

Event2026-06-30

Filed2026-07-20

MUB

ISHARES TR

5.75%

Shares1.2M

Event2026-06-30

Filed2026-07-20

THRO

BLACKROCK ETF TRUST

-35.38%

Shares3.0M

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

8.05%

Shares346.5K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

13.71%

Shares517.8K

Event2026-06-30

Filed2026-07-20

DFIS

DIMENSIONAL ETF TRUST

0.27%

Shares3.3M

Event2026-06-30

Filed2026-07-20

BLACKROCK ETF TRUST II

New

Shares2.3M

Event2026-06-30

Filed2026-07-20

SPDW

SPDR INDEX SHS FDS

-9.65%

Shares2.2M

Event2026-06-30

Filed2026-07-20

SPEM

SPDR INDEX SHS FDS

12.60%

Shares2.1M

Event2026-06-30

Filed2026-07-20

VTV

VANGUARD INDEX FDS

1.95%

Shares487.7K

Event2026-06-30

Filed2026-07-20

VXUS

VANGUARD STAR FDS

2.21%

Shares1.2M

Event2026-06-30

Filed2026-07-20

BND

VANGUARD BD INDEX FDS

1.98%

Shares1.3M

Event2026-06-30

Filed2026-07-20

GVI

ISHARES TR

434.48%

Shares851.8K

Event2026-06-30

Filed2026-07-20

FISR

SSGA ACTIVE TR

-6.12%

Shares3.5M

Event2026-06-30

Filed2026-07-20

BROADCOM INC

9.36%

Shares227.4K

Event2026-06-30

Filed2026-07-20

VUG

VANGUARD INDEX FDS

516.77%

Shares949.2K

Event2026-06-30

Filed2026-07-20

APMU

TRUST FOR PROFESSIONAL MANAG

3.89%

Shares3.2M

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

9.85%

Shares220.7K

Event2026-06-30

Filed2026-07-20

GSUS

GOLDMAN SACHS ETF TR

3.90%

Shares758.7K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

9.24%

Shares219.7K

Event2026-06-30

Filed2026-07-20

BSV

VANGUARD BD INDEX FDS

6.31%

Shares939.1K

Event2026-06-30

Filed2026-07-20

AVUV

AMERICAN CENTY ETF TR

0.91%

Shares545.4K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC

6.39%

Shares119.6K

Event2026-06-30

Filed2026-07-20

LCTU

BLACKROCK ETF TRUST

-4.70%

Shares804.0K

Event2026-06-30

Filed2026-07-20

VWO

VANGUARD INTL EQUITY INDEX F

2.55%

Shares1.1M

Event2026-06-30

Filed2026-07-20

TLT

ISHARES TR

2830.00%

Shares685.6K

Event2026-06-30

Filed2026-07-20

JNK

SPDR SERIES TRUST

189.24%

Shares593.9K

Event2026-06-30

Filed2026-07-20

IEF

ISHARES TR

113.96%

Shares595.6K

Event2026-06-30

Filed2026-07-20

SPSM

SPDR SERIES TRUST

-14.15%

Shares976.3K

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

-9.62%

Shares164.8K

Event2026-06-30

Filed2026-07-20

ESGU

ISHARES TR

-0.69%

Shares328.6K

Event2026-06-30

Filed2026-07-20

SCHG

SCHWAB STRATEGIC TR

-9.01%

Shares1.6M

Event2026-06-30

Filed2026-07-20

VISA INC

21.57%

Shares153.4K

Event2026-06-30

Filed2026-07-20

EAGG

ISHARES TR

25.68%

Shares1.1M

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

7.69%

Shares41.7K

Event2026-06-30

Filed2026-07-20

SPTL

SPDR SERIES TRUST

8.68%

Shares1.9M

Event2026-06-30

Filed2026-07-20

BINC

BLACKROCK ETF TRUST II

-60.50%

Shares917.8K

Event2026-06-30

Filed2026-07-20

LRCX

LAM RESEARCH CORP

-4.20%

Shares108.3K

Event2026-06-30

Filed2026-07-20

GLD

SPDR GOLD TR

15.32%

Shares127.0K

Event2026-06-30

Filed2026-07-20

IWB

ISHARES TR

-22.73%

Shares113.3K

Event2026-06-30

Filed2026-07-20

GCOR

GOLDMAN SACHS ETF TR

10.34%

Shares1.1M

Event2026-06-30

Filed2026-07-20

MICRON TECHNOLOGY INC

317.48%

Shares39.6K

Event2026-06-30

Filed2026-07-20

APPLIED MATLS INC

-27.62%

Shares63.0K

Event2026-06-30

Filed2026-07-20

DSI

ISHARES TR

-2.18%

Shares318.9K

Event2026-06-30

Filed2026-07-20

LMUB

ISHARES TR

8.16%

Shares883.6K

Event2026-06-30

Filed2026-07-20

CERY

SPDR SERIES TRUST

12.93%

Shares1.3M

Event2026-06-30

Filed2026-07-20

IAU

ISHARES GOLD TR

5.10%

Shares575.9K

Event2026-06-30

Filed2026-07-20

IJR

ISHARES TR

-8.76%

Shares292.8K

Event2026-06-30

Filed2026-07-20

VCRB

VANGUARD MALVERN FDS

3.65%

Shares553.9K

Event2026-06-30

Filed2026-07-20

TSLA

TESLA INC

7.06%

Shares99.2K

Event2026-06-30

Filed2026-07-20

GOLDMAN SACHS ETF TR

New

Shares738.9K

Event2026-06-30

Filed2026-07-20

CISCO SYS INC

8.15%

Shares315.5K

Event2026-06-30

Filed2026-07-20

VANGUARD SCOTTSDALE FDS

49.84%

Shares302.9K

Event2026-06-30

Filed2026-07-20

GSIE

GOLDMAN SACHS ETF TR

28.74%

Shares800.1K

Event2026-06-30

Filed2026-07-20

BIV

VANGUARD BD INDEX FDS

4.48%

Shares470.8K

Event2026-06-30

Filed2026-07-20

SUSC

ISHARES TR

-27.92%

Shares1.6M

Event2026-06-30

Filed2026-07-20

SPTI

SPDR SERIES TRUST

26.12%

Shares1.2M

Event2026-06-30

Filed2026-07-20

USXF

ISHARES TR

-2.76%

Shares504.3K

Event2026-06-30

Filed2026-07-20

SPMD

SPDR SERIES TRUST

8.09%

Shares516.6K

Event2026-06-30

Filed2026-07-20

VMBS

VANGUARD SCOTTSDALE FDS

2.67%

Shares742.3K

Event2026-06-30

Filed2026-07-20

GSLC

GOLDMAN SACHS ETF TR

31.43%

Shares240.5K

Event2026-06-30

Filed2026-07-20

LQD

ISHARES TR

-5.65%

Shares309.4K

Event2026-06-30

Filed2026-07-20

BLV

VANGUARD BD INDEX FDS

4.41%

Shares478.8K

Event2026-06-30

Filed2026-07-20

VEU

VANGUARD INTL EQUITY INDEX F

10.93%

Shares386.1K

Event2026-06-30

Filed2026-07-20

BDYN

BLACKROCK ETF TRUST

3.94%

Shares1.2M

Event2026-06-30

Filed2026-07-20

IGSB

ISHARES TR

-2.36%

Shares605.6K

Event2026-06-30

Filed2026-07-20

IWF

ISHARES TR

320.59%

Shares253.5K

Event2026-06-30

Filed2026-07-20

ETN

EATON CORP PLC

5.54%

Shares69.3K

Event2026-06-30

Filed2026-07-20

APH

AMPHENOL CORP

10.04%

Shares163.6K

Event2026-06-30

Filed2026-07-20

GWX

SPDR INDEX SHS FDS

7.23%

Shares633.1K

Event2026-06-30

Filed2026-07-20

QUAL

ISHARES TR

-87.75%

Shares124.4K

Event2026-06-30

Filed2026-07-20

SCHV

SCHWAB STRATEGIC TR

-33.52%

Shares774.9K

Event2026-06-30

Filed2026-07-20

VCIT

VANGUARD SCOTTSDALE FDS

-10.34%

Shares325.2K

Event2026-06-30

Filed2026-07-20

ALTRIA GROUP INC

-6.94%

Shares371.1K

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO

18.15%

Shares175.5K

Event2026-06-30

Filed2026-07-20

DUK

DUKE ENERGY CORP NEW

-3.67%

Shares202.7K

Event2026-06-30

Filed2026-07-20

IJH

ISHARES TR

-2.58%

Shares322.0K

Event2026-06-30

Filed2026-07-20

NETFLIX INC.

7.73%

Shares340.6K

Event2026-06-30

Filed2026-07-20

FENI

FIDELITY COVINGTON TRUST

95.67%

Shares597.4K

Event2026-06-30

Filed2026-07-20

CVX

CHEVRON CORPORATION

5.97%

Shares141.4K

Event2026-06-30

Filed2026-07-20

ESGE

ISHARES INC

-24.72%

Shares425.2K

Event2026-06-30

Filed2026-07-20

ADI

ANALOG DEVICES INC

5.74%

Shares57.0K

Event2026-06-30

Filed2026-07-20

ABBVIE INC

7.62%

Shares89.3K

Event2026-06-30

Filed2026-07-20

SYSB

ISHARES TR

6.24%

Shares253.1K

Event2026-06-30

Filed2026-07-20

IWD

ISHARES TR

-10.83%

Shares92.3K

Event2026-06-30

Filed2026-07-20

ITW

ILLINOIS TOOL WKS INC

4323.32%

Shares82.1K

Event2026-06-30

Filed2026-07-20

BDVL

BLACKROCK ETF TRUST

8.60%

Shares852.8K

Event2026-06-30

Filed2026-07-20

REGIONS FINANCIAL CORP NEW

12.27%

Shares733.5K

Event2026-06-30

Filed2026-07-20

UNP

UNION PAC CORP

3.22%

Shares80.3K

Event2026-06-30

Filed2026-07-20

SCZ

ISHARES TR

31.28%

Shares263.6K

Event2026-06-30

Filed2026-07-20

PLD

PROLOGIS INC.

1.68%

Shares156.3K

Event2026-06-30

Filed2026-07-20

BCUS

EXCHANGE LISTED FDS TR

20.42%

Shares571.9K

Event2026-06-30

Filed2026-07-20

SHY

ISHARES TR

122.16%

Shares255.0K

Event2026-06-30

Filed2026-07-20

VXF

VANGUARD INDEX FDS

-0.32%

Shares84.7K

Event2026-06-30

Filed2026-07-20

SNA

SNAP ON INC

3.23%

Shares51.8K

Event2026-06-30

Filed2026-07-20

COCA COLA CO

13.16%

Shares254.9K

Event2026-06-30

Filed2026-07-20

EVUS

ISHARES TR

1.34%

Shares588.5K

Event2026-06-30

Filed2026-07-20

GEM

GOLDMAN SACHS ETF TR

82.43%

Shares394.4K

Event2026-06-30

Filed2026-07-20

CAFX

PROFESIONALLY MANAGED PORTFO

-0.60%

Shares829.1K

Event2026-06-30

Filed2026-07-20

DGRO

ISHARES TR

27.98%

Shares263.8K

Event2026-06-30

Filed2026-07-20

EMHC

SPDR SERIES TRUST

16.80%

Shares785.3K

Event2026-06-30

Filed2026-07-20

TROW

PRICE T ROWE GROUP INC

6.15%

Shares174.0K

Event2026-06-30

Filed2026-07-20

BALI

BLACKROCK ETF TRUST

109.17%

Shares568.6K

Event2026-06-30

Filed2026-07-20

SUSB

ISHARES TR

3392.50%

Shares768.3K

Event2026-06-30

Filed2026-07-20

SPLB

SPDR SERIES TRUST

37.31%

Shares823.0K

Event2026-06-30

Filed2026-07-20

KMI

KINDER MORGAN INC DEL

7.06%

Shares574.9K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

-8.85%

Shares71.7K

Event2026-06-30

Filed2026-07-20

BEN

FRANKLIN RESOURCES INC

7.50%

Shares546.4K

Event2026-06-30

Filed2026-07-20

DMXF

ISHARES TR

1.09%

Shares214.6K

Event2026-06-30

Filed2026-07-20

AMCOR PLC

8.09%

Shares409.6K

Event2026-06-30

Filed2026-07-20

EBND

SPDR SERIES TRUST

5.92%

Shares852.1K

Event2026-06-30

Filed2026-07-20

GOLDMAN SACHS GROUP INC

14.68%

Shares17.4K

Event2026-06-30

Filed2026-07-20

PEP

PEPSICO INC

10.53%

Shares128.0K

Event2026-06-30

Filed2026-07-20

HOME DEPOT INC

9.58%

Shares49.1K

Event2026-06-30

Filed2026-07-20

ORACLE CORP

13.79%

Shares117.3K

Event2026-06-30

Filed2026-07-20

SRLN

SSGA ACTIVE ETF TR

17.02%

Shares425.3K

Event2026-06-30

Filed2026-07-20

SPYG

SPDR SERIES TRUST

8.26%

Shares143.8K

Event2026-06-30

Filed2026-07-20

FIRSTENERGY CORP

-9.77%

Shares358.8K

Event2026-06-30

Filed2026-07-20

BOND

PIMCO ETF TR

11.22%

Shares179.8K

Event2026-06-30

Filed2026-07-20

TMO

THERMO FISHER SCIENTIFIC INC

2.00%

Shares32.5K

Event2026-06-30

Filed2026-07-20

TIPX

SPDR SERIES TRUST

11.35%

Shares852.9K

Event2026-06-30

Filed2026-07-20

IWR

ISHARES TR

-7.36%

Shares145.3K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

9.41%

Shares52.8K

Event2026-06-30

Filed2026-07-20

IGEB

ISHARES TR

44.64%

Shares352.9K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

20.31%

Shares16.9K

Event2026-06-30

Filed2026-07-20

VYMI

VANGUARD WHITEHALL FDS

20.96%

Shares160.6K

Event2026-06-30

Filed2026-07-20

EVRG

EVERGY INC

-9.33%

Shares182.4K

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC

17.82%

Shares138.4K

Event2026-06-30

Filed2026-07-20

BKNG

BOOKING HOLDINGS INC

2515.97%

Shares87.8K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

14.96%

Shares31.3K

Event2026-06-30

Filed2026-07-20

IDEXX LABS INC

2.70%

Shares29.0K

Event2026-06-30

Filed2026-07-20

KHC

KRAFT HEINZ CO

-12.33%

Shares627.0K

Event2026-06-30

Filed2026-07-20

COP

CONOCOPHILLIPS

4.63%

Shares139.0K

Event2026-06-30

Filed2026-07-20

EXC

EXELON CORP

8.78%

Shares308.4K

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TR

8.40%

Shares19.5K

Event2026-06-30

Filed2026-07-20

CNC

CENTENE CORP DEL

7.15%

Shares222.9K

Event2026-06-30

Filed2026-07-20

CME

CME GROUP INC

6.01%

Shares63.9K

Event2026-06-30

Filed2026-07-20

HYGV

FLEXSHARES TR

0.99%

Shares349.8K

Event2026-06-30

Filed2026-07-20

PHILIP MORRIS INTL INC

4.80%

Shares77.7K

Event2026-06-30

Filed2026-07-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

9.79%

Shares29.2K

Event2026-06-30

Filed2026-07-20

UAL

UNITED AIRLS HLDGS INC

4.81%

Shares102.1K

Event2026-06-30

Filed2026-07-20

BIL

SPDR SERIES TRUST

-38.81%

Shares151.1K

Event2026-06-30

Filed2026-07-20

SECU

BLACKROCK ETF TRUST II

New

Shares276.5K

Event2026-06-30

Filed2026-07-20

EFA

ISHARES TR

117.21%

Shares132.4K

Event2026-06-30

Filed2026-07-20

ALL

ALLSTATE CORP

11.68%

Shares57.5K

Event2026-06-30

Filed2026-07-20

GIGB

GOLDMAN SACHS ETF TR

15.15%

Shares297.5K

Event2026-06-30

Filed2026-07-20

MRK

MERCK & CO INC

28.25%

Shares105.5K

Event2026-06-30

Filed2026-07-20

FBND

FIDELITY MERRIMACK STR TR

8.96%

Shares294.4K

Event2026-06-30

Filed2026-07-20

AMD

ADVANCED MICRO DEVICES INC

36.03%

Shares22.6K

Event2026-06-30

Filed2026-07-20

FNDF

SCHWAB STRATEGIC TR

5.70%

Shares246.5K

Event2026-06-30

Filed2026-07-20

CGDV

CAPITAL GROUP DIVIDEND VALUE

9.53%

Shares262.8K

Event2026-06-30

Filed2026-07-20

PALANTIR TECHNOLOGIES INC

8.98%

Shares110.6K

Event2026-06-30

Filed2026-07-20

FTGC

FIRST TR EXCHANGE TRAD FD VI

New

Shares470.2K

Event2026-06-30

Filed2026-07-20

ISRG

INTUITIVE SURGICAL INC

4.07%

Shares31.8K

Event2026-06-30

Filed2026-07-20

PFF

ISHARES TR

-17.13%

Shares400.3K

Event2026-06-30

Filed2026-07-20

CGGE

CAPITAL GROUP GLOBAL EQUITY

9.61%

Shares341.1K

Event2026-06-30

Filed2026-07-20

KEY

KEYCORP

New

Shares520.4K

Event2026-06-30

Filed2026-07-20

WASTE MGMT INC DEL

6.40%

Shares53.8K

Event2026-06-30

Filed2026-07-20

XPH

SPDR SERIES TRUST

5.27%

Shares180.5K

Event2026-06-30

Filed2026-07-20

LIN

LINDE PLC

4.92%

Shares22.9K

Event2026-06-30

Filed2026-07-20

GGUS

GOLDMAN SACHS ETF TR

8.22%

Shares173.9K

Event2026-06-30

Filed2026-07-20

IWM

ISHARES TR

-4.64%

Shares39.5K

Event2026-06-30

Filed2026-07-20

GTO

INVESCO ACTIVELY MANAGED EXC

6.27%

Shares252.3K

Event2026-06-30

Filed2026-07-20

RSP

INVESCO EXCHANGE TRADED FD T

-28.35%

Shares55.4K

Event2026-06-30

Filed2026-07-20

BAC

BANK OF AMER CORP

7.83%

Shares203.3K

Event2026-06-30

Filed2026-07-20

UNITEDHEALTH GROUP INC

26.06%

Shares27.8K

Event2026-06-30

Filed2026-07-20

CLOA

BLACKROCK ETF TRUST II

-18.04%

Shares222.0K

Event2026-06-30

Filed2026-07-20

XSMO

INVESCO EXCHANGE TRADED FD T

1.22%

Shares122.0K

Event2026-06-30

Filed2026-07-20

NEXTERA ENERGY INC

84.89%

Shares129.4K

Event2026-06-30

Filed2026-07-20

JAAA

JANUS DETROIT STR TR

31.69%

Shares223.2K

Event2026-06-30

Filed2026-07-20

TOTL

SSGA ACTIVE ETF TR

37.33%

Shares280.0K

Event2026-06-30

Filed2026-07-20

GILD

GILEAD SCIENCES INC

-1.86%

Shares86.8K

Event2026-06-30

Filed2026-07-20

WTV

WISDOMTREE TR

-23.17%

Shares107.2K

Event2026-06-30

Filed2026-07-20

GOLDMAN SACHS ETF TR

New

Shares211.2K

Event2026-06-30

Filed2026-07-20

TJX

TJX COS INC NEW

1.68%

Shares70.5K

Event2026-06-30

Filed2026-07-20

VNQ

VANGUARD INDEX FDS

6.34%

Shares108.3K

Event2026-06-30

Filed2026-07-20

GSID

GOLDMAN SACHS ETF TR

8.28%

Shares138.0K

Event2026-06-30

Filed2026-07-20

IWL

ISHARES TR

-1.38%

Shares55.9K

Event2026-06-30

Filed2026-07-20

CAT

CATERPILLAR INC

5.28%

Shares9.7K

Event2026-06-30

Filed2026-07-20

RSG

REPUBLIC SVCS INC

2.84%

Shares48.0K

Event2026-06-30

Filed2026-07-20

XLK

SELECT SECTOR SPDR TR

-25.42%

Shares53.0K

Event2026-06-30

Filed2026-07-20

SFLR

INNOVATOR ETFS TRUST

New

Shares259.0K

Event2026-06-30

Filed2026-07-20

RTX CORPORATION

3.25%

Shares52.0K

Event2026-06-30

Filed2026-07-20

ANET

ARISTA NETWORKS INC

-4.10%

Shares57.6K

Event2026-06-30

Filed2026-07-20

CGUS

CAPITAL GROUP CORE EQUITY ET

3.04%

Shares219.2K

Event2026-06-30

Filed2026-07-20

IBM

INTERNATIONAL BUSINESS MACHS

39.49%

Shares34.9K

Event2026-06-30

Filed2026-07-20

VRSK

VERISK ANALYTICS INC

4.49%

Shares54.0K

Event2026-06-30

Filed2026-07-20

CSGP

COSTAR GROUP INC

5.26%

Shares341.4K

Event2026-06-30

Filed2026-07-20

ACWX

ISHARES TR

-9.47%

Shares126.8K

Event2026-06-30

Filed2026-07-20

GSEW

GOLDMAN SACHS ETF TR

-1.43%

Shares99.5K

Event2026-06-30

Filed2026-07-20

CGHM

CAPITAL GRP FIXED INCM ETF T

16.84%

Shares356.1K

Event2026-06-30

Filed2026-07-20

CGMU

CAPITAL GRP FIXED INCM ETF T

19.41%

Shares333.9K

Event2026-06-30

Filed2026-07-20

ORLY

OREILLY AUTOMOTIVE INC

10.79%

Shares99.6K

Event2026-06-30

Filed2026-07-20

MORGAN STANLEY

-2.93%

Shares43.6K

Event2026-06-30

Filed2026-07-20

QQQM

INVESCO EXCH TRADED FD TR II

2956.53%

Shares30.0K

Event2026-06-30

Filed2026-07-20

LCTD

BLACKROCK ETF TRUST

-7.91%

Shares156.3K

Event2026-06-30

Filed2026-07-20

ICVT

ISHARES TR

-42.86%

Shares73.9K

Event2026-06-30

Filed2026-07-20

BLACKSTONE INC

34.14%

Shares75.8K

Event2026-06-30

Filed2026-07-20

QCOM

QUALCOMM INC

8.43%

Shares48.2K

Event2026-06-30

Filed2026-07-20

XLF

SELECT SECTOR SPDR TR

-22.90%

Shares164.6K

Event2026-06-30

Filed2026-07-20

STIP

ISHARES TR

380.56%

Shares86.1K

Event2026-06-30

Filed2026-07-20

AMGN

AMGEN INC

15.00%

Shares24.3K

Event2026-06-30

Filed2026-07-20

USMV

ISHARES TR

-9.42%

Shares90.9K

Event2026-06-30

Filed2026-07-20

MASTERCARD INCORPORATED

-4.75%

Shares17.0K

Event2026-06-30

Filed2026-07-20

SPHY

SPDR SERIES TRUST

124.89%

Shares371.5K

Event2026-06-30

Filed2026-07-20

JMTG

J P MORGAN EXCHANGE TRADED F

-11.96%

Shares170.8K

Event2026-06-30

Filed2026-07-20

ASML

ASML HLDG NV

18.11%

Shares4.3K

Event2026-06-30

Filed2026-07-20

PARKER-HANNIFIN CORP

-7.90%

Shares8.8K

Event2026-06-30

Filed2026-07-20

VTIP

VANGUARD MALVERN FDS

7.17%

Shares168.3K

Event2026-06-30

Filed2026-07-20

GEV

GE VERNOVA INC

31.17%

Shares7.1K

Event2026-06-30

Filed2026-07-20

BOEING CO

16.20%

Shares38.8K

Event2026-06-30

Filed2026-07-20

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares93.0K

Event2026-06-30

Filed2026-07-20

BLACKROCK ETF TRUST

New

Shares325.8K

Event2026-06-30

Filed2026-07-20

UBER

UBER TECHNOLOGIES INC

5.01%

Shares115.6K

Event2026-06-30

Filed2026-07-20

GUNR

FLEXSHARES TR

-1.41%

Shares168.2K

Event2026-06-30

Filed2026-07-20

PANW

PALO ALTO NETWORKS INC

-7.71%

Shares24.3K

Event2026-06-30

Filed2026-07-20

AXP

AMERICAN EXPRESS CO

12.54%

Shares24.4K

Event2026-06-30

Filed2026-07-20

EMLC

VANECK ETF TRUST

21.29%

Shares321.8K

Event2026-06-30

Filed2026-07-20

CGDG

CAPITAL GROUP DIVIDEND GROWE

16.93%

Shares218.7K

Event2026-06-30

Filed2026-07-20

SCHB

SCHWAB STRATEGIC TR

-1.40%

Shares282.7K

Event2026-06-30

Filed2026-07-20

INTC

INTEL CORP

69.30%

Shares58.5K

Event2026-06-30

Filed2026-07-20

HDV

ISHARES TR

535.73%

Shares296.3K

Event2026-06-30

Filed2026-07-20

EXCHANGE LISTED FDS TR

37.03%

Shares263.0K

Event2026-06-30

Filed2026-07-20

ESGD

ISHARES TR

-39.76%

Shares76.5K

Event2026-06-30

Filed2026-07-20

TXN

TEXAS INSTRS INC

46.66%

Shares26.1K

Event2026-06-30

Filed2026-07-20

ITOT

ISHARES TR

32.58%

Shares46.8K

Event2026-06-30

Filed2026-07-20

DEMZ

ADVISORS INNER CIRCLE FD III

51.91%

Shares158.8K

Event2026-06-30

Filed2026-07-20

VYM

VANGUARD WHITEHALL FDS

6.54%

Shares46.4K

Event2026-06-30

Filed2026-07-20

IYW

ISHARES TR

-2.05%

Shares28.9K

Event2026-06-30

Filed2026-07-20

HUBB

HUBBELL INC

13.89%

Shares13.9K

Event2026-06-30

Filed2026-07-20

VERIZON COMMUNICATIONS INC

9.57%

Shares171.4K

Event2026-06-30

Filed2026-07-20

JOHNSON CONTROLS INTERNATION

14.25%

Shares49.5K

Event2026-06-30

Filed2026-07-20

IWO

ISHARES TR

-3.83%

Shares17.9K

Event2026-06-30

Filed2026-07-20

UHS

UNIVERSAL HLTH SVCS INC

4.20%

Shares46.7K

Event2026-06-30

Filed2026-07-20

SPTS

SPDR SERIES TRUST

-38.21%

Shares238.8K

Event2026-06-30

Filed2026-07-20

GE AEROSPACE

35.70%

Shares18.5K

Event2026-06-30

Filed2026-07-20

CRM

SALESFORCE INC

11.91%

Shares43.4K

Event2026-06-30

Filed2026-07-20

GSSC

GOLDMAN SACHS ETF TR

6.15%

Shares74.2K

Event2026-06-30

Filed2026-07-20

WDC

WESTERN DIGITAL CORP

25.67%

Shares10.5K

Event2026-06-30

Filed2026-07-20

CGGO

CAPITAL GROUP GBL GROWTH EQT

9.06%

Shares157.9K

Event2026-06-30

Filed2026-07-20

ICLN

ISHARES TR

New

Shares325.9K

Event2026-06-30

Filed2026-07-20

RAFE

PIMCO EQUITY SER

36.09%

Shares138.1K

Event2026-06-30

Filed2026-07-20

IDEV

ISHARES TR

-6.13%

Shares74.1K

Event2026-06-30

Filed2026-07-20

CGBL

CAPITAL GROUP CORE BALANCED

24.06%

Shares172.7K

Event2026-06-30

Filed2026-07-20

VANGUARD INTL EQUITY INDEX F

0.46%

Shares41.8K

Event2026-06-30

Filed2026-07-20

DFUV

DIMENSIONAL ETF TRUST

0.33%

Shares118.8K

Event2026-06-30

Filed2026-07-20

CGGR

CAPITAL GROUP GROWTH ETF

15.69%

Shares138.3K

Event2026-06-30

Filed2026-07-20

DIS

DISNEY WALT CO

20.76%

Shares67.7K

Event2026-06-30

Filed2026-07-20

MCD

MCDONALDS CORP

41.33%

Shares23.9K

Event2026-06-30

Filed2026-07-20

XLI

SELECT SECTOR SPDR TR

-11.97%

Shares34.6K

Event2026-06-30

Filed2026-07-20

CAG

CONAGRA BRANDS INC

3.54%

Shares474.8K

Event2026-06-30

Filed2026-07-20

COIN

COINBASE GLOBAL INC

11.53%

Shares43.1K

Event2026-06-30

Filed2026-07-20

DHR

DANAHER CORP DEL

14.94%

Shares33.0K

Event2026-06-30

Filed2026-07-20

EMR

EMERSON ELEC CO

324.23%

Shares43.8K

Event2026-06-30

Filed2026-07-20

BMY

BRISTOL-MYERS SQUIBB CO

26.01%

Shares108.5K

Event2026-06-30

Filed2026-07-20

FTNT

FORTINET INC

681.67%

Shares40.6K

Event2026-06-30

Filed2026-07-20

LMBS

FIRST TR EXCHANGE-TRADED FD

-9.02%

Shares125.3K

Event2026-06-30

Filed2026-07-20

SECT

NORTHERN LTS FD TR IV

-1.49%

Shares86.5K

Event2026-06-30

Filed2026-07-20

EUHY

ISHARES INC

25.63%

Shares114.8K

Event2026-06-30

Filed2026-07-20

USB

US BANCORP

-4.54%

Shares102.2K

Event2026-06-30

Filed2026-07-20

BKLN

INVESCO EXCH TRADED FD TR II

17.29%

Shares299.2K

Event2026-06-30

Filed2026-07-20

MICROCHIP TECHNOLOGY INC.

14.88%

Shares66.8K

Event2026-06-30

Filed2026-07-20

ITA

ISHARES TR

5.58%

Shares24.8K

Event2026-06-30

Filed2026-07-20

BLK

BLACKROCK INC

3.99%

Shares6.2K

Event2026-06-30

Filed2026-07-20

HYDB

ISHARES TR

0.72%

Shares126.7K

Event2026-06-30

Filed2026-07-20

TIP

ISHARES TR

0.07%

Shares53.9K

Event2026-06-30

Filed2026-07-20

GTIP

GOLDMAN SACHS ETF TR

13.83%

Shares120.6K

Event2026-06-30

Filed2026-07-20

UPS

UNITED PARCEL SVCS INC

13.78%

Shares54.7K

Event2026-06-30

Filed2026-07-20

JEPI

J P MORGAN EXCHANGE TRADED F

20.92%

Shares102.9K

Event2026-06-30

Filed2026-07-20

MEDTRONIC PLC

17.39%

Shares74.0K

Event2026-06-30

Filed2026-07-20

PAYX

PAYCHEX INC

-4.31%

Shares58.5K

Event2026-06-30

Filed2026-07-20

LDOS

LEIDOS HOLDINGS INC

4.44%

Shares55.9K

Event2026-06-30

Filed2026-07-20

SOUTHERN CO

14.66%

Shares60.1K

Event2026-06-30

Filed2026-07-20

XLE

SELECT SECTOR SPDR TR

93.52%

Shares108.0K

Event2026-06-30

Filed2026-07-20

GSC

GOLDMAN SACHS ETF TR

New

Shares82.8K

Event2026-06-30

Filed2026-07-20

FSIG

FIRST TR EXCHANGE-TRADED FD

-5.98%

Shares300.1K

Event2026-06-30

Filed2026-07-20

CDX

SIMPLIFY EXCHANGE TRADED FUN

10.65%

Shares267.5K

Event2026-06-30

Filed2026-07-20

DFAS

DIMENSIONAL ETF TRUST

3.85%

Shares67.8K

Event2026-06-30

Filed2026-07-20

3M CO

18.27%

Shares34.0K

Event2026-06-30

Filed2026-07-20

CGIC

CAPITAL GROUP INTERNATIONAL

239.70%

Shares149.5K

Event2026-06-30

Filed2026-07-20

IXUS

ISHARES TR

-1.58%

Shares57.0K

Event2026-06-30

Filed2026-07-20

DFSD

DIMENSIONAL ETF TRUST

8.39%

Shares113.8K

Event2026-06-30

Filed2026-07-20

IJJ

ISHARES TR

-5.09%

Shares36.8K

Event2026-06-30

Filed2026-07-20

QUANTA SVCS INC

-0.61%

Shares7.4K

Event2026-06-30

Filed2026-07-20

SCHD

SCHWAB STRATEGIC TR

141.21%

Shares166.7K

Event2026-06-30

Filed2026-07-20

THE CIGNA GROUP

45.93%

Shares19.0K

Event2026-06-30

Filed2026-07-20

SERVICENOW INC

61.83%

Shares52.8K

Event2026-06-30

Filed2026-07-20

HIG

HARTFORD INSURANCE GROUP INC

21.14%

Shares39.2K

Event2026-06-30

Filed2026-07-20

SGOV

ISHARES TR

-24.10%

Shares51.5K

Event2026-06-30

Filed2026-07-20

SELECT SECTOR SPDR TR

-2.49%

Shares113.8K

Event2026-06-30

Filed2026-07-20

WFC

WELLS FARGO & CO

0.81%

Shares62.3K

Event2026-06-30

Filed2026-07-20

ATI INC

-10.50%

Shares25.9K

Event2026-06-30

Filed2026-07-20

DFIV

DIMENSIONAL ETF TRUST

0.70%

Shares94.6K

Event2026-06-30

Filed2026-07-20

CITIGROUP INC

-0.04%

Shares36.2K

Event2026-06-30

Filed2026-07-20

MRVL

MARVELL TECHNOLOGY INC

-14.50%

Shares17.0K

Event2026-06-30

Filed2026-07-20

ETHO

AMPLIFY ETF TR

23.15%

Shares62.1K

Event2026-06-30

Filed2026-07-20

CVS

CVS HEALTH CORP

1.39%

Shares48.0K

Event2026-06-30

Filed2026-07-20

PYLD

PIMCO ETF TR

33.58%

Shares186.1K

Event2026-06-30

Filed2026-07-20

PNC

PNC FINL SVCS GROUP INC

9.81%

Shares20.0K

Event2026-06-30

Filed2026-07-20

ABT

ABBOTT LABORATORIES

-12.14%

Shares53.8K

Event2026-06-30

Filed2026-07-20

IEUR

ISHARES TR

-42.78%

Shares64.3K

Event2026-06-30

Filed2026-07-20

MCK

MCKESSON CORP

5.50%

Shares6.2K

Event2026-06-30

Filed2026-07-20

CROWDSTRIKE HLDGS INC

111.25%

Shares6.1K

Event2026-06-30

Filed2026-07-20

BUFR

FIRST TR EXCHNG TRADED FD VI

-40.25%

Shares126.9K

Event2026-06-30

Filed2026-07-20

BYLD

ISHARES TR

New

Shares202.8K

Event2026-06-30

Filed2026-07-20

AT&T INC

-2.56%

Shares221.0K

Event2026-06-30

Filed2026-07-20

CGMM

CAPITAL GROUP EQUITY ETF TR

16.54%

Shares137.8K

Event2026-06-30

Filed2026-07-20

KLAC

KLA CORP

1195.32%

Shares14.9K

Event2026-06-30

Filed2026-07-20

WELL

WELLTOWER INC

7.47%

Shares19.8K

Event2026-06-30

Filed2026-07-20

SMH

VANECK ETF TRUST

0.57%

Shares6.8K

Event2026-06-30

Filed2026-07-20

HWM

HOWMET AEROSPACE INC

0.91%

Shares16.6K

Event2026-06-30

Filed2026-07-20

CDNS

CADENCE DESIGN SYSTEM INC

-2.26%

Shares11.8K

Event2026-06-30

Filed2026-07-20

GLW

CORNING INC

-0.86%

Shares17.1K

Event2026-06-30

Filed2026-07-20

SBUX

STARBUCKS CORP

-1.52%

Shares42.7K

Event2026-06-30

Filed2026-07-20

FLXR

TCW ETF TRUST

13.04%

Shares110.9K

Event2026-06-30

Filed2026-07-20

VCSH

VANGUARD SCOTTSDALE FDS

-5.86%

Shares55.0K

Event2026-06-30

Filed2026-07-20

PFE

PFIZER INC

15.96%

Shares179.7K

Event2026-06-30

Filed2026-07-20

RDVY

FIRST TR EXCHANGE TRADED FD

-0.19%

Shares53.1K

Event2026-06-30

Filed2026-07-20

JBBB

JANUS DETROIT STR TR

New

Shares91.0K

Event2026-06-30

Filed2026-07-20

WEC

WEC ENERGY GROUP INC

-1.82%

Shares36.7K

Event2026-06-30

Filed2026-07-20

AGGH

SIMPLIFY EXCHANGE TRADED FUN

9.87%

Shares210.0K

Event2026-06-30

Filed2026-07-20

CARY

ANGEL OAK FUNDS TRUST

New

Shares203.6K

Event2026-06-30

Filed2026-07-20

VLUE

ISHARES TR

-16.04%

Shares21.1K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

10.10%

Shares12.2K

Event2026-06-30

Filed2026-07-20

QQMG

INVESCO EXCH TRADED FD TR II

6.74%

Shares81.8K

Event2026-06-30

Filed2026-07-20

EUSB

ISHARES TR

7.22%

Shares96.4K

Event2026-06-30

Filed2026-07-20

SWK

STANLEY BLACK & DECKER INC

19.99%

Shares44.4K

Event2026-06-30

Filed2026-07-20

KBWB

INVESCO EXCH TRADED FD TR II

663.01%

Shares44.9K

Event2026-06-30

Filed2026-07-20

MSI

MOTOROLA SOLUTIONS INC

3.90%

Shares10.0K

Event2026-06-30

Filed2026-07-20

LOW

LOWES COS INC

27.17%

Shares18.8K

Event2026-06-30

Filed2026-07-20

BSX

BOSTON SCIENTIFIC CORP

-8.33%

Shares96.8K

Event2026-06-30

Filed2026-07-20

IXC

ISHARES TR

21.37%

Shares83.2K

Event2026-06-30

Filed2026-07-20

JIVE

J P MORGAN EXCHANGE TRADED F

New

Shares44.1K

Event2026-06-30

Filed2026-07-20

ZOETIS INC

-9.12%

Shares56.1K

Event2026-06-30

Filed2026-07-20

VRTX

VERTEX PHARMACEUTICALS INC

-7.28%

Shares8.1K

Event2026-06-30

Filed2026-07-20

HIMU

BLACKROCK ETF TRUST II

37.40%

Shares80.1K

Event2026-06-30

Filed2026-07-20

SPYV

SPDR SERIES TRUST

-25.57%

Shares65.6K

Event2026-06-30

Filed2026-07-20

VTRS

VIATRIS INC

5.48%

Shares249.9K

Event2026-06-30

Filed2026-07-20

RGA

REINSURANCE GROUP AMER INC

-3.13%

Shares18.5K

Event2026-06-30

Filed2026-07-20

JSTC

TIDAL TRUST I

0.25%

Shares168.8K

Event2026-06-30

Filed2026-07-20

ICE

INTERCONTINENTAL EXCHANGE IN

20.58%

Shares31.3K

Event2026-06-30

Filed2026-07-20

HONEYWELL INTL INC

New

Shares17.0K

Event2026-06-30

Filed2026-07-20

SEAGATE TECHNOLOGY HLDNGS PL

163.37%

Shares3.9K

Event2026-06-30

Filed2026-07-20

VGSR

MANAGER DIRECTED PORTFOLIOS

0.81%

Shares333.8K

Event2026-06-30

Filed2026-07-20

FDVV

FIDELITY COVINGTON TRUST

5.10%

Shares62.9K

Event2026-06-30

Filed2026-07-20

OKE

ONEOK INC NEW

3.80%

Shares43.5K

Event2026-06-30

Filed2026-07-20

WMB

WILLIAMS COS INC

7.34%

Shares50.8K

Event2026-06-30

Filed2026-07-20

YUM

YUM BRANDS INC

25.30%

Shares23.6K

Event2026-06-30

Filed2026-07-20

ADP

AUTOMATIC DATA PROCESSING IN

63.79%

Shares16.8K

Event2026-06-30

Filed2026-07-20

VGIT

VANGUARD SCOTTSDALE FDS

10.63%

Shares63.5K

Event2026-06-30

Filed2026-07-20

COF

CAPITAL ONE FINL CORP

-7.30%

Shares18.7K

Event2026-06-30

Filed2026-07-20

ACCENTURE PLC IRELAND

33.81%

Shares30.0K

Event2026-06-30

Filed2026-07-20

SCHR

SCHWAB STRATEGIC TR

398.01%

Shares151.1K

Event2026-06-30

Filed2026-07-20

HONEYWELL AEROSPACE INC

New

Shares16.7K

Event2026-06-30

Filed2026-07-20

SCHZ

SCHWAB STRATEGIC TR

31.29%

Shares159.0K

Event2026-06-30

Filed2026-07-20

SCHO

SCHWAB STRATEGIC TR

New

Shares150.3K

Event2026-06-30

Filed2026-07-20

MDY

STATE STR SPDR S&P MIDCAP 40

31.24%

Shares5.1K

Event2026-06-30

Filed2026-07-20

FALN

ISHARES TR

9.57%

Shares132.1K

Event2026-06-30

Filed2026-07-20

BILT

BLACKROCK ETF TRUST

New

Shares127.6K

Event2026-06-30

Filed2026-07-20

CHUBB LIMITED

-0.85%

Shares10.5K

Event2026-06-30

Filed2026-07-20

CGCB

CAPITAL GRP FIXED INCM ETF T

13.93%

Shares134.6K

Event2026-06-30

Filed2026-07-20

BANK OF NY MELLON CORP

8.84%

Shares24.3K

Event2026-06-30

Filed2026-07-20

VTEB

VANGUARD MUN BD FDS

102.99%

Shares69.5K

Event2026-06-30

Filed2026-07-20

FVD

FIRST TR EXCHANGE-TRADED FD

-1.17%

Shares71.6K

Event2026-06-30

Filed2026-07-20

SHOP

SHOPIFY INC

2.80%

Shares29.9K

Event2026-06-30

Filed2026-07-20

SCHW

SCHWAB CHARLES CORP

-1.02%

Shares36.9K

Event2026-06-30

Filed2026-07-20

EMXC

ISHARES INC

221.70%

Shares33.2K

Event2026-06-30

Filed2026-07-20

ASTRAZENECA PLC

3.66%

Shares18.0K

Event2026-06-30

Filed2026-07-20

VONE

VANGUARD SCOTTSDALE FDS

-2.20%

Shares9.9K

Event2026-06-30

Filed2026-07-20

ELV

ELEVANCE HEALTH INC FORMERLY

-0.50%

Shares8.6K

Event2026-06-30

Filed2026-07-20

MNST

MONSTER BEVERAGE CORP NEW

-0.96%

Shares34.7K

Event2026-06-30

Filed2026-07-20

SYK

STRYKER CORPORATION

22.47%

Shares10.4K

Event2026-06-30

Filed2026-07-20

CGNG

CAPITAL GROUP NEW GEOGRAPHY

53.80%

Shares87.6K

Event2026-06-30

Filed2026-07-20

MPWR

MONOLITHIC PWR SYS INC

-20.72%

Shares2.4K

Event2026-06-30

Filed2026-07-20

TRANE TECHNOLOGIES PLC

21.50%

Shares6.5K

Event2026-06-30

Filed2026-07-20

GENERAL DYNAMICS CORP

-0.03%

Shares9.1K

Event2026-06-30

Filed2026-07-20

FDX

FEDEX CORP

5.81%

Shares10.2K

Event2026-06-30

Filed2026-07-20

J P MORGAN EXCHANGE TRADED F

12.89%

Shares51.6K

Event2026-06-30

Filed2026-07-20

FDL

FIRST TR EXCHANGE-TRADED FD

3.67%

Shares64.4K

Event2026-06-30

Filed2026-07-20

SPDR SERIES TRUST

15.34%

Shares35.6K

Event2026-06-30

Filed2026-07-20

VRT

VERTIV HOLDINGS CO

2.59%

Shares9.3K

Event2026-06-30

Filed2026-07-20

CHRW

C H ROBINSON WORLDWIDE IN

12.70%

Shares16.5K

Event2026-06-30

Filed2026-07-20

CGMS

CAPITAL GRP FIXED INCM ETF T

24.05%

Shares113.7K

Event2026-06-30

Filed2026-07-20

IGIB

ISHARES TR

0.30%

Shares58.4K

Event2026-06-30

Filed2026-07-20

NVT

NVENT ELEC PLC

-9.36%

Shares18.1K

Event2026-06-30

Filed2026-07-20

CAH

CARDINAL HEALTH INC

23.95%

Shares12.8K

Event2026-06-30

Filed2026-07-20

FTCB

FIRST TR EXCHANGE-TRADED FD

6.82%

Shares145.4K

Event2026-06-30

Filed2026-07-20

MCO

MOODYS CORP

7.98%

Shares6.7K

Event2026-06-30

Filed2026-07-20

HELO

J P MORGAN EXCHANGE TRADED F

-52.93%

Shares44.7K

Event2026-06-30

Filed2026-07-20

HSY

HERSHEY CO

9.88%

Shares17.2K

Event2026-06-30

Filed2026-07-20

PGR

PROGRESSIVE CORP

22.17%

Shares13.8K

Event2026-06-30

Filed2026-07-20

NVS

NOVARTIS AG

3.89%

Shares19.0K

Event2026-06-30

Filed2026-07-20

AVEM

AMERICAN CENTY ETF TR

0.89%

Shares30.8K

Event2026-06-30

Filed2026-07-20

ECL

ECOLAB INC

6.46%

Shares10.4K

Event2026-06-30

Filed2026-07-20

DAL

DELTA AIR LINES INC

1.59%

Shares30.3K

Event2026-06-30

Filed2026-07-20

AEP

AMERICAN ELEC PWR CO INC

25.06%

Shares20.7K

Event2026-06-30

Filed2026-07-20

EWJ

ISHARES INC

4.49%

Shares30.3K

Event2026-06-30

Filed2026-07-20

CMCSA

COMCAST CORP NEW

6.37%

Shares114.9K

Event2026-06-30

Filed2026-07-20

APPLOVIN CORP

-68.52%

Shares5.5K

Event2026-06-30

Filed2026-07-20

AVDV

AMERICAN CENTY ETF TR

23.32%

Shares27.1K

Event2026-06-30

Filed2026-07-20

PSX

PHILLIPS 66

1.43%

Shares16.4K

Event2026-06-30

Filed2026-07-20

ARM

ARM HOLDINGS PLC

New

Shares7.8K

Event2026-06-30

Filed2026-07-20

LMT

LOCKHEED MARTIN CORP

-7.92%

Shares5.4K

Event2026-06-30

Filed2026-07-20

EIX

EDISON INTL

28.27%

Shares36.8K

Event2026-06-30

Filed2026-07-20

TDIV

FIRST TR EXCHANGE TRADED FD

-5.68%

Shares23.8K

Event2026-06-30

Filed2026-07-20

MTSI

MACOM TECH SOLUTIONS HLDGS I

-4.27%

Shares7.1K

Event2026-06-30

Filed2026-07-20

IBKR

INTERACTIVE BROKERS GROUP IN

35.43%

Shares31.1K

Event2026-06-30

Filed2026-07-20

ACWI

ISHARES TR

5.11%

Shares17.0K

Event2026-06-30

Filed2026-07-20

VGT

VANGUARD WORLD FD

710.45%

Shares22.3K

Event2026-06-30

Filed2026-07-20

DELL

DELL TECHNOLOGIES INC

71.75%

Shares6.2K

Event2026-06-30

Filed2026-07-20

HLT

HILTON WORLDWIDE HLDGS INC

8.19%

Shares8.0K

Event2026-06-30

Filed2026-07-20

SPMO

INVESCO EXCH TRADED FD TR II

42.28%

Shares16.3K

Event2026-06-30

Filed2026-07-20

GLTR

ABRDN PRECIOUS METALS BASKET

29.56%

Shares14.5K

Event2026-06-30

Filed2026-07-20

FGDL

FRANKLIN TEMPLETON HOLDINGS

3.13%

Shares49.1K

Event2026-06-30

Filed2026-07-20

IVVM

BLACKROCK ETF TRUST II

19.77%

Shares70.7K

Event2026-06-30

Filed2026-07-20

CBRE

CBRE GROUP INC

-13.77%

Shares19.1K

Event2026-06-30

Filed2026-07-20

MDLZ

MONDELEZ INTL INC

3.41%

Shares44.3K

Event2026-06-30

Filed2026-07-20

HYG

ISHARES TR

0.76%

Shares32.0K

Event2026-06-30

Filed2026-07-20

TRAVELERS COMPANIES INC

14.51%

Shares7.7K

Event2026-06-30

Filed2026-07-20

BBUS

J P MORGAN EXCHANGE TRADED F

110.64%

Shares18.9K

Event2026-06-30

Filed2026-07-20

BTI

BRITISH AMERN TOB PLC

-7.71%

Shares41.0K

Event2026-06-30

Filed2026-07-20

LSCC

LATTICE SEMICONDUCTOR CORP

-12.63%

Shares16.1K

Event2026-06-30

Filed2026-07-20

ENB

ENBRIDGE INC

0.10%

Shares45.1K

Event2026-06-30

Filed2026-07-20

PBW

INVESCO EXCHANGE TRADED FD T

-2.99%

Shares62.7K

Event2026-06-30

Filed2026-07-20

MDB

MONGODB INC

59.33%

Shares7.2K

Event2026-06-30

Filed2026-07-20

CSX

CSX CORP

22.32%

Shares50.8K

Event2026-06-30

Filed2026-07-20

GLOBE LIFE INC

-2.44%

Shares13.3K

Event2026-06-30

Filed2026-07-20

AES CORP

8.21%

Shares161.4K

Event2026-06-30

Filed2026-07-20

TFC

TRUIST FINL CORP

-26.08%

Shares47.3K

Event2026-06-30

Filed2026-07-20

AMT

AMERICAN TOWER CORP

2.85%

Shares14.4K

Event2026-06-30

Filed2026-07-20

UNILEVER PLC

-5.02%

Shares38.7K

Event2026-06-30

Filed2026-07-20

FDMO

FIDELITY COVINGTON TRUST

4.05%

Shares23.5K

Event2026-06-30

Filed2026-07-20

HYLS

FIRST TR EXCHANGE-TRADED FD

-0.83%

Shares56.9K

Event2026-06-30

Filed2026-07-20

RMBS

RAMBUS INC DEL

4.00%

Shares17.3K

Event2026-06-30

Filed2026-07-20

SNY

SANOFI SA

0.66%

Shares53.4K

Event2026-06-30

Filed2026-07-20

LAMR

LAMAR ADVERTISING CO

14.62%

Shares14.5K

Event2026-06-30

Filed2026-07-20

XPO

XPO INC

-13.35%

Shares11.0K

Event2026-06-30

Filed2026-07-20

LYB

LYONDELLBASELL INDUSTRIES NV

-36.07%

Shares42.7K

Event2026-06-30

Filed2026-07-20

HPQ

HP INC

10.13%

Shares102.2K

Event2026-06-30

Filed2026-07-20

CSL

CARLISLE COS INC

-4.72%

Shares6.2K

Event2026-06-30

Filed2026-07-20

TEL

TE CONNECTIVITY PLC

23.96%

Shares11.1K

Event2026-06-30

Filed2026-07-20

TOLZ

PROSHARES TR

4.95%

Shares37.5K

Event2026-06-30

Filed2026-07-20

IEI

ISHARES TR

-15.57%

Shares18.9K

Event2026-06-30

Filed2026-07-20

CMI

CUMMINS INC

-12.26%

Shares3.1K

Event2026-06-30

Filed2026-07-20

FBCG

FIDELITY COVINGTON TRUST

26.42%

Shares35.4K

Event2026-06-30

Filed2026-07-20

IWN

ISHARES TR

4.06%

Shares9.9K

Event2026-06-30

Filed2026-07-20

EUFN

ISHARES TR

New

Shares55.6K

Event2026-06-30

Filed2026-07-20

EME

EMCOR GROUP INC

2.48%

Shares2.6K

Event2026-06-30

Filed2026-07-20

RWR

SPDR SERIES TRUST

New

Shares19.1K

Event2026-06-30

Filed2026-07-20

TTE

TOTALENERGIES SE

-21.52%

Shares27.6K

Event2026-06-30

Filed2026-07-20

MOAT

VANECK ETF TRUST

4.19%

Shares20.6K

Event2026-06-30

Filed2026-07-20

FMB

FIRST TR EXCH TRADED FD III

19.18%

Shares41.7K

Event2026-06-30

Filed2026-07-20

IGV

ISHARES TR

359.75%

Shares23.5K

Event2026-06-30

Filed2026-07-20

FSMB

FIRST TR EXCH TRADED FD III

5.54%

Shares103.5K

Event2026-06-30

Filed2026-07-20

VNQI

VANGUARD INTL EQUITY INDEX F

3.35%

Shares45.5K

Event2026-06-30

Filed2026-07-20

AXON

AXON ENTERPRISE INC

239.11%

Shares3.6K

Event2026-06-30

Filed2026-07-20

NGG

NATIONAL GRID PLC

5.48%

Shares24.5K

Event2026-06-30

Filed2026-07-20

SENSATA TECHNOLOGIES HLDG PL

1.26%

Shares42.5K

Event2026-06-30

Filed2026-07-20

FITB

FIFTH THIRD BANCORP

115.47%

Shares35.9K

Event2026-06-30

Filed2026-07-20

FELC

FIDELITY COVINGTON TRUST

24.52%

Shares48.3K

Event2026-06-30

Filed2026-07-20

NLY

ANNALY CAPITAL MANAGEMENT IN

16.74%

Shares90.3K

Event2026-06-30

Filed2026-07-20

EWBC

EAST WEST BANCORP INC

0.68%

Shares15.6K

Event2026-06-30

Filed2026-07-20

COHR

COHERENT CORP

-58.48%

Shares5.1K

Event2026-06-30

Filed2026-07-20

FABRINET

-18.19%

Shares3.5K

Event2026-06-30

Filed2026-07-20

FLS

FLOWSERVE CORP

New

Shares26.4K

Event2026-06-30

Filed2026-07-20

DHS

WISDOMTREE TR

8.97%

Shares17.2K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available