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The Analysis of Gradient Investments LLC's Holdings & P&L

Currently, Gradient Investments LLC holds 448 types of securities in its portfolio with a total value $7.2B. In the most recent quarter, they have increased their positions in XTEN (+1.0M shares, valued at $47.7M), SPIB (+1.4M shares, valued at $45.5M), XTWY (+1.2M shares, valued at $44.3M); decreased their positions in XFIV (-943.6K shares, valued at $45.9M), XTRE (-910.1K shares, valued at $44.6M), IGIB (-754.2K shares, valued at $40.1M); initiated new positions in XTWY (+1.2M shares, valued at $44.3M), N/A (+2.2M shares, valued at $42.5M), AGGH (+1.9M shares, valued at $37.5M).

1M P&L

+7.2M+0.13%

3M P&L

-78.7M-1.38%

HY P&L

+44.3M+0.79%

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/A3.0B

51.4%

2Semiconductors226.8M

3.8%

3Software - Infrastructure205.1M

3.5%

Top Industries by Stock Count

1N/A145 stocks

36.3%

2Banks - Regional17 stocks

4.3%

3Banks - Diversified11 stocks

2.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST4.5M shares6.58%2026-06-302026-07-08

NVDA NVIDIA CORPORATION960.2K shares29.49%2026-06-302026-07-08

DMBS DOUBLELINE ETF TRUST3.1M shares0.35%2026-06-302026-07-08

AAPL APPLE INC502.0K shares1.77%2026-06-302026-07-08

AMZN AMAZON COM INC597.0K shares-3.19%2026-06-302026-07-08

AVDE AMERICAN CENTY ETF TR1.4M shares2.18%2026-06-302026-07-08

GOOG ALPHABET INC345.4K shares-5.72%2026-06-302026-07-08

JMBS JANUS DETROIT STR TR2.7M shares14.57%2026-06-302026-07-08

Sponsored

WORLD GOLD TR WORLD GOLD TR1.5M shares-6.79%2026-06-302026-07-08

SEPU AIM ETF PRODUCTS TRUST3.9M shares14.53%2026-06-302026-07-08

MSFT MICROSOFT CORP304.9K shares-4.59%2026-06-302026-07-08

SPDW SPDR INDEX SHS FDS2.2M shares-1.53%2026-06-302026-07-08

RECS COLUMBIA ETF TR I2.4M shares3.92%2026-06-302026-07-08

AVEM AMERICAN CENTY ETF TR1.0M shares-9.80%2026-06-302026-07-08

IETC ISHARES U S ETF TR858.0K shares18.43%2026-06-302026-07-08

XTEN BONDBLOXX ETF TRUST1.9M shares121.80%2026-06-302026-07-08

Sponsored

META PLATFORMS INC META PLATFORMS INC146.9K shares3.97%2026-06-302026-07-08

QQQM INVESCO EXCH TRADED FD TR II272.6K shares-2.30%2026-06-302026-07-08

BROADCOM INC BROADCOM INC205.4K shares8.78%2026-06-302026-07-08

GS GOLDMAN SACHS GROUP INC70.7K shares0.82%2026-06-302026-07-08

XSVN BONDBLOXX ETF TRUST1.5M shares38.84%2026-06-302026-07-08

JPMORGAN CHASE & CO JPMORGAN CHASE & CO205.9K shares6.38%2026-06-302026-07-08

JAAA JANUS DETROIT STR TR1.3M shares-5.80%2026-06-302026-07-08

MS MORGAN STANLEY318.7K shares-2.70%2026-06-302026-07-08

Sponsored

LRCX LAM RESEARCH CORP150.2K shares4.43%2026-06-302026-07-08

PRFD PIMCO ETF TR1.2M shares7.95%2026-06-302026-07-08

AVUS AMERICAN CENTY ETF TR483.5K shares35.15%2026-06-302026-07-08

DABS DOUBLELINE ETF TRUST1.2M shares-2.60%2026-06-302026-07-08

PANW PALO ALTO NETWORKS INC175.2K shares-2.32%2026-06-302026-07-08

SPAB SPDR SERIES TRUST2.3M shares-36.84%2026-06-302026-07-08

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC139.8K shares-7.95%2026-06-302026-07-08

SPYI NEOS ETF TRUST1.1M shares4.26%2026-06-302026-07-08

Sponsored

FEBT AIM ETF PRODUCTS TRUST1.4M shares1.18%2026-06-302026-07-08

XLF SELECT SECTOR SPDR TR1.0M shares14.48%2026-06-302026-07-08

BBBS BONDBLOXX ETF TRUST1.1M shares-3.47%2026-06-302026-07-08

CVX CHEVRON CORPORATION324.9K shares5.34%2026-06-302026-07-08

GSY INVESCO ACTIVELY MANAGED EXC1.0M shares-5.99%2026-06-302026-07-08

UYLD ANGEL OAK FUNDS TRUST1.0M shares-5.69%2026-06-302026-07-08

MUB ISHARES TR474.8K shares31.07%2026-06-302026-07-08

TGT TARGET CORP381.7K shares-10.45%2026-06-302026-07-08

Sponsored

IGTR INNOVATOR ETFS TRUST1.5M shares-6.24%2026-06-302026-07-08

ETN EATON CORP PLC116.3K shares5.20%2026-06-302026-07-08

VISA INC VISA INC136.9K shares9.07%2026-06-302026-07-08

SPIB SPDR SERIES TRUST1.4M shares8222.37%2026-06-302026-07-08

KO COCA COLA CO563.1K shares-0.10%2026-06-302026-07-08

URI UNITED RENTALS INC39.5K shares7.82%2026-06-302026-07-08

XTWY BONDBLOXX ETF TRUST1.2M sharesnew addition2026-06-302026-07-08

ISHARES TR ISHARES TR58.7K shares4.42%2026-06-302026-07-08

Sponsored

WMT WALMART INC387.8K shares1.22%2026-06-302026-07-08

FTSM FIRST TR EXCHANGE-TRADED FD734.0K shares10.72%2026-06-302026-07-08

SPTI SPDR SERIES TRUST1.5M shares14.48%2026-06-302026-07-08

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST2.2M sharesnew addition2026-06-302026-07-08

BIL SPDR SERIES TRUST457.5K shares0.98%2026-06-302026-07-08

APH AMPHENOL CORP230.1K shares13.42%2026-06-302026-07-08

BAC BANK OF AMER CORP707.8K shares1.70%2026-06-302026-07-08

PG PROCTER & GAMBLE CO267.2K shares6.77%2026-06-302026-07-08

Sponsored

MEDTRONIC PLC MEDTRONIC PLC496.5K shares3.87%2026-06-302026-07-08

JNJ JOHNSON & JOHNSON152.8K shares9.88%2026-06-302026-07-08

AGGH SIMPLIFY EXCHANGE TRADED FUN1.9M sharesnew addition2026-06-302026-07-08

FOXY SIMPLIFY EXCHANGE TRADED FUN1.2M sharesnew addition2026-06-302026-07-08

SMOT VANECK ETF TRUST905.5K shares4.07%2026-06-302026-07-08

BLOK AMPLIFY ETF TR551.6K shares6.36%2026-06-302026-07-08

BRK.B BERKSHIRE HATHAWAY INC DEL68.7K shares-16.78%2026-06-302026-07-08

GOOGL ALPHABET INC95.9K shares29.84%2026-06-302026-07-08

Sponsored

AIS TIDAL TRUST III396.4K sharesnew addition2026-06-302026-07-08

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC43.9K sharesnew addition2026-06-302026-07-08

MCD MCDONALDS CORP122.6K shares-2.10%2026-06-302026-07-08

LLY ELI LILLY & CO27.3K shares39.61%2026-06-302026-07-08

QUANTA SVCS INC QUANTA SVCS INC44.5K shares-11.65%2026-06-302026-07-08

LOW LOWES COS INC139.1K shares-1.75%2026-06-302026-07-08

SBUX STARBUCKS CORP295.2K shares-4.37%2026-06-302026-07-08

COP CONOCOPHILLIPS281.6K shares10.64%2026-06-302026-07-08

Sponsored

MLM MARTIN MARIETTA MATLS INC49.6K shares18.60%2026-06-302026-07-08

ETF SER SOLUTIONS ETF SER SOLUTIONS1.0M sharesnew addition2026-06-302026-07-08

NJUN INNOVATOR ETFS TRUST861.2K sharesnew addition2026-06-302026-07-08

CSHI NEOS ETF TRUST565.3K shares10.76%2026-06-302026-07-08

LUV SOUTHWEST AIRLS CO539.6K shares19.26%2026-06-302026-07-08

CHAT TIDAL TRUST II279.4K shares-24.13%2026-06-302026-07-08

QTUM ETF SER SOLUTIONS165.1K shares-14.96%2026-06-302026-07-08

ASML ASML HLDG NV13.5K shares-7.67%2026-06-302026-07-08

Sponsored

XFIV BONDBLOXX ETF TRUST549.6K shares-63.19%2026-06-302026-07-08

CRPT FIRST TR EXCHNG TRADED FD VI2.3M shares8.20%2026-06-302026-07-08

NEXTERA ENERGY INC NEXTERA ENERGY INC300.6K shares21.43%2026-06-302026-07-08

PCMM BONDBLOXX ETF TRUST526.2K shares-33.62%2026-06-302026-07-08

LOUP INNOVATOR ETFS TRUST264.4K shares-8.27%2026-06-302026-07-08

PRIV SSGA ACTIVE TR1.0M shares14.52%2026-06-302026-07-08

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION27.6K shares8.99%2026-06-302026-07-08

SERVICENOW INC SERVICENOW INC259.6K shares39.93%2026-06-302026-07-08

Sponsored

IMAR INNOVATOR ETFS TRUST841.5K sharesnew addition2026-06-302026-07-08

DEXCOM INC DEXCOM INC372.5K shares16.69%2026-06-302026-07-08

SPTL SPDR SERIES TRUST953.5K shares19.12%2026-06-302026-07-08

KLAC KLA CORP82.1K shares868.21%2026-06-302026-07-08

EQIX EQUINIX INC22.6K shares-0.37%2026-06-302026-07-08

MLPA GLOBAL X FDS436.1K shares3.40%2026-06-302026-07-08

ECL ECOLAB INC79.7K shares-14.12%2026-06-302026-07-08

KEY KEYCORP959.8K shares1.00%2026-06-302026-07-08

Sponsored

WCN WASTE CONNECTIONS INC132.6K shares-8.49%2026-06-302026-07-08

TXN TEXAS INSTRS INC73.6K shares-3.45%2026-06-302026-07-08

EXR EXTRA SPACE STORAGE INC150.4K shares-7.66%2026-06-302026-07-08

ROK ROCKWELL AUTOMATION INC43.7K shares-7.38%2026-06-302026-07-08

CISCO SYS INC CISCO SYS INC184.1K shares-1.07%2026-06-302026-07-08

CTAS CINTAS CORP126.8K shares21.75%2026-06-302026-07-08

ABT ABBOTT LABORATORIES236.3K shares-34.86%2026-06-302026-07-08

PYPL PAYPAL HLDGS INC491.7K shares14.51%2026-06-302026-07-08

Sponsored

TOLZ PROSHARES TR355.8K shares4.44%2026-06-302026-07-08

C CITIGROUP INC149.5K shares-1.47%2026-06-302026-07-08

TJX TJX COS INC NEW135.9K shares5.10%2026-06-302026-07-08

ASTRAZENECA PLC ASTRAZENECA PLC108.1K shares3.20%2026-06-302026-07-08

DCRE DOUBLELINE ETF TRUST392.0K shares14.33%2026-06-302026-07-08

SPTS SPDR SERIES TRUST695.3K shares12.61%2026-06-302026-07-08

BBUS J P MORGAN EXCHANGE TRADED F148.7K shares0.96%2026-06-302026-07-08

BSX BOSTON SCIENTIFIC CORP468.3K shares82.04%2026-06-302026-07-08

Sponsored

MHO M/I HOMES INC121.9K shares1.58%2026-06-302026-07-08

ABBVIE INC ABBVIE INC77.6K shares5.03%2026-06-302026-07-08

CSNR COHEN & STEERS ETF TRUST585.0K shares-7.59%2026-06-302026-07-08

EXXON MOBIL CORP EXXON MOBIL CORP141.9K shares1.52%2026-06-302026-07-08

BKR BAKER HUGHES COMPANY345.4K shares-12.03%2026-06-302026-07-08

ISRG INTUITIVE SURGICAL INC47.6K shares29.98%2026-06-302026-07-08

SNPS SYNOPSYS INC42.2K shares0.09%2026-06-302026-07-08

EIX EDISON INTL251.3K shares-0.52%2026-06-302026-07-08

Sponsored

NETFLIX INC. NETFLIX INC.259.0K shares-23.61%2026-06-302026-07-08

JMST J P MORGAN EXCHANGE TRADED F356.8K shares30.98%2026-06-302026-07-08

EOG EOG RES INC130.9K shares-0.57%2026-06-302026-07-08

MO ALTRIA GROUP INC234.9K shares1.54%2026-06-302026-07-08

USB US BANCORP279.3K shares1.69%2026-06-302026-07-08

ITW ILLINOIS TOOL WKS INC62.1K shares3.16%2026-06-302026-07-08

ALL ALLSTATE CORP70.4K shares1.51%2026-06-302026-07-08

HD HOME DEPOT INC47.3K shares21.01%2026-06-302026-07-08

Sponsored

AEP AMERICAN ELEC PWR CO INC121.2K shares0.81%2026-06-302026-07-08

AMGN AMGEN INC45.3K shares1.41%2026-06-302026-07-08

KMI KINDER MORGAN INC DEL498.1K shares0.68%2026-06-302026-07-08

TSCO TRACTOR SUPPLY CO492.5K sharesnew addition2026-06-302026-07-08

JEF JEFFERIES FINANCIAL GROUP IN308.9K shares2.47%2026-06-302026-07-08

RTX CORPORATION RTX CORPORATION81.0K shares4.21%2026-06-302026-07-08

HODL VANECK BITCOIN ETF922.4K shares47.63%2026-06-302026-07-08

SJM SMUCKER J M CO134.7K shares3.13%2026-06-302026-07-08

Sponsored

UPS UNITED PARCEL SVCS INC138.7K shares2.18%2026-06-302026-07-08

WFC WELLS FARGO & CO180.3K shares4.49%2026-06-302026-07-08

ARE ALEXANDRIA REAL ESTATE EQ IN276.9K shares5.02%2026-06-302026-07-08

CLOI VANECK ETF TRUST275.3K shares2.61%2026-06-302026-07-08

PRU PRUDENTIAL FINL INC133.9K shares3.13%2026-06-302026-07-08

KMAY INNOVATOR ETFS TRUST475.3K sharesnew addition2026-06-302026-07-08

IBM INTERNATIONAL BUSINESS MACHS51.2K shares6.34%2026-06-302026-07-08

EAPR INNOVATOR ETFS TRUST430.2K shares-1.30%2026-06-302026-07-08

Sponsored

LYB LYONDELLBASELL INDUSTRIES NV268.7K shares-1.03%2026-06-302026-07-08

KHC KRAFT HEINZ CO597.3K shares3.84%2026-06-302026-07-08

BOXX EA SERIES TRUST117.1K shares30.22%2026-06-302026-07-08

HII HUNTINGTON INGALLS INDS INC48.5K shares14.59%2026-06-302026-07-08

QQQ INVESCO QQQ TR18.3K shares23.99%2026-06-302026-07-08

PALL ABRDN PALLADIUM ETF TRUST575.5K shares378.27%2026-06-302026-07-08

MLPI NEOS ETF TRUST222.3K shares3.77%2026-06-302026-07-08

SPMD SPDR SERIES TRUST175.3K shares35.40%2026-06-302026-07-08

Sponsored

TEMA ETF TRUST TEMA ETF TRUST346.6K sharesnew addition2026-06-302026-07-08

SCHX SCHWAB STRATEGIC TR304.5K shares-11.06%2026-06-302026-07-08

IWMI NEOS ETF TRUST165.5K shares0.76%2026-06-302026-07-08

CAIE CALAMOS ETF TR313.6K shares1.35%2026-06-302026-07-08

IYRI NEOS ETF TRUST166.7K shares2.35%2026-06-302026-07-08

CLOZ SERIES PORTFOLIOS TR302.8K shares2.91%2026-06-302026-07-08

AMPLIFY ETF TR AMPLIFY ETF TR338.1K shares3.03%2026-06-302026-07-08

KBWD INVESCO EXCH TRADED FD TR II642.2K shares2.82%2026-06-302026-07-08

Sponsored

LONZ PIMCO ETF TR159.7K shares3.23%2026-06-302026-07-08

FPE FIRST TR EXCH TRADED FD III436.9K shares3.02%2026-06-302026-07-08

TSM TAIWAN SEMICONDUCTOR MANUFAC15.3K shares2.54%2026-06-302026-07-08

IHG INTERCONTINENTAL HOTELS GROU39.0K shares4.17%2026-06-302026-07-08

DFUS DIMENSIONAL ETF TRUST82.0K shares-11.66%2026-06-302026-07-08

CM CANADIAN IMPERIAL BANK OF CO58.0K shares2.91%2026-06-302026-07-08

RY ROYAL BK CDA32.2K shares3.86%2026-06-302026-07-08

UBS UBS GROUP AG132.5K shares4.08%2026-06-302026-07-08

Sponsored

DSI ISHARES TR45.0K shares3.96%2026-06-302026-07-08

SUNCOR ENERGY INC NEW SUNCOR ENERGY INC NEW119.1K shares2.88%2026-06-302026-07-08

CNI CANADIAN NATL RY CO53.6K shares4.05%2026-06-302026-07-08

IX ORIX CORP165.2K shares4.89%2026-06-302026-07-08

LMT LOCKHEED MARTIN CORP12.2K shares0.55%2026-06-302026-07-08

NWG NATWEST GROUP PLC349.9K shares5.77%2026-06-302026-07-08

SKM SK TELECOM CO LTD190.8K shares1.08%2026-06-302026-07-08

BCS BARCLAYS PLC228.2K shares6.20%2026-06-302026-07-08

Sponsored

LIN LINDE PLC11.8K shares3.91%2026-06-302026-07-08

LYG LLOYDS BANKING GROUP PLC1.0M shares5.91%2026-06-302026-07-08

HSBC HSBC HLDGS PLC63.6K shares4.86%2026-06-302026-07-08

ING ING GROEP N.V.191.6K shares5.52%2026-06-302026-07-08

MUFG MITSUBISHI UFJ FINANCIAL GRO301.7K shares5.66%2026-06-302026-07-08

SMFG SUMITOMO MITSUI FIN GRP INC251.3K shares6.16%2026-06-302026-07-08

EQNR EQUINOR ASA187.6K shares1.89%2026-06-302026-07-08

CCEP COCA-COLA EUROPACIFIC PARTNE58.8K shares5.83%2026-06-302026-07-08

Sponsored

NVS NOVARTIS AG37.3K shares6.09%2026-06-302026-07-08

AER AERCAP HOLDINGS NV39.6K shares5.55%2026-06-302026-07-08

MFG MIZUHO FINANCIAL GROUP INC598.7K shares6.81%2026-06-302026-07-08

SBS COMPANHIA DE SANEAMENTO BASI985.0K shares423.24%2026-06-302026-07-08

AMCOR PLC AMCOR PLC130.9K shares14.42%2026-06-302026-07-08

SHEL SHELL PLC73.1K shares4.75%2026-06-302026-07-08

NMR NOMURA HLDGS INC638.7K shares7.37%2026-06-302026-07-08

KB KB FINL GROUP INC52.9K shares5.73%2026-06-302026-07-08

Sponsored

KOF COCA-COLA FEMSA SAB DE CV52.0K shares6.19%2026-06-302026-07-08

DB DEUTSCHE BK AG161.0K shares7.71%2026-06-302026-07-08

NGG NATIONAL GRID PLC65.0K shares6.09%2026-06-302026-07-08

IAU ISHARES GOLD TR70.7K shares-6.22%2026-06-302026-07-08

EMBJ EMBRAER S.A.83.5K shares9.13%2026-06-302026-07-08

HUM HUMANA INC13.4K shares-31.31%2026-06-302026-07-08

JD JD.COM INC205.1K shares5.01%2026-06-302026-07-08

UL UNILEVER PLC86.2K shares12.83%2026-06-302026-07-08

Sponsored

VYMI VANGUARD WHITEHALL FDS52.1K sharesnew addition2026-06-302026-07-08

TEL TE CONNECTIVITY PLC25.3K shares6.43%2026-06-302026-07-08

CRH CRH PLC46.7K shares8.02%2026-06-302026-07-08

VOD VODAFONE GROUP PLC375.2K shares5.83%2026-06-302026-07-08

PUK PRUDENTIAL PLC185.0K shares7.18%2026-06-302026-07-08

IWY ISHARES TR16.5K shares9.59%2026-06-302026-07-08

PNFP PINNACLE FINL PARTNERS INC46.3K shares10.61%2026-06-302026-07-08

EFIV SPDR SERIES TRUST58.1K shares3.80%2026-06-302026-07-08

Sponsored

ESML ISHARES TR75.3K shares3.87%2026-06-302026-07-08

IJH ISHARES TR53.0K shares1.74%2026-06-302026-07-08

VANGUARD INDEX FDS VANGUARD INDEX FDS10.6K shares1.55%2026-06-302026-07-08

IRM IRON MTN INC DEL29.6K shares11.96%2026-06-302026-07-08

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD38.1K shares12.23%2026-06-302026-07-08

UAL UNITED AIRLS HLDGS INC26.9K shares-3.81%2026-06-302026-07-08

ULTA BEAUTY INC ULTA BEAUTY INC7.9K shares1.19%2026-06-302026-07-08

ORLY OREILLY AUTOMOTIVE INC38.5K shares-2.35%2026-06-302026-07-08

Sponsored

TSLA TESLA INC8.4K shares2.46%2026-06-302026-07-08

PK PARK HOTELS & RESORTS INC246.7K shares11.27%2026-06-302026-07-08

EXE EXPAND ENERGY CORPORATION38.4K shares8.09%2026-06-302026-07-08

GPN GLOBAL PMTS INC45.6K shares156.89%2026-06-302026-07-08

LPLA LPL FINL HLDGS INC11.7K shares7.11%2026-06-302026-07-08

FLUOR CORP FLUOR CORP61.7K shares10.03%2026-06-302026-07-08

IBTG ISHARES TR141.1K shares-4.90%2026-06-302026-07-08

OKTA OKTA INC23.5K shares2.61%2026-06-302026-07-08

Sponsored

CLH CLEAN HARBORS INC10.7K shares5.04%2026-06-302026-07-08

IBIT ISHARES BITCOIN TRUST ETF94.8K shares104.48%2026-06-302026-07-08

IBTH ISHARES TR139.4K shares-4.91%2026-06-302026-07-08

GBCI GLACIER BANCORP INC NEW58.9K shares0.74%2026-06-302026-07-08

FTNT FORTINET INC19.6K shares-6.89%2026-06-302026-07-08

CUBE CUBESMART75.4K shares14.15%2026-06-302026-07-08

BWXT BWX TECHNOLOGIES INC15.4K shares9.57%2026-06-302026-07-08

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.0K shares4.44%2026-06-302026-07-08

Sponsored

DOV DOVER CORP13.0K shares10.61%2026-06-302026-07-08

AMERICAN AIRLINES GROUP INC AMERICAN AIRLINES GROUP INC157.4K sharesnew addition2026-06-302026-07-08

TXT TEXTRON INC30.7K shares11.54%2026-06-302026-07-08

JUST GOLDMAN SACHS ETF TR25.9K shares3.61%2026-06-302026-07-08

ACUITY INC ACUITY INC7.3K sharesnew addition2026-06-302026-07-08

COHR COHERENT CORP6.6K shares-3.93%2026-06-302026-07-08

AGCO AGCO CORP21.7K shares9.39%2026-06-302026-07-08

CWST CASELLA WASTE SYS INC26.7K shares3.62%2026-06-302026-07-08

Sponsored

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.28.2K shares-16.48%2026-06-302026-07-08

PSLV SPROTT ASSET MANAGEMENT LP135.0K shares-24.97%2026-06-302026-07-08

MYCF SSGA ACTIVE TR99.8K shares-4.48%2026-06-302026-07-08

MYCG SSGA ACTIVE TR99.8K shares-4.55%2026-06-302026-07-08

ALAB ASTERA LABS INC5.1K shares13.36%2026-06-302026-07-08

AMG AFFILIATED MANAGERS GROUP7.1K shares-26.41%2026-06-302026-07-08

EWBC EAST WEST BANCORP INC18.5K shares10.97%2026-06-302026-07-08

ASB ASSOCIATED BANC-CORP77.3K shares11.54%2026-06-302026-07-08

Sponsored

EXPE EXPEDIA GROUP INC9.2K shares14.03%2026-06-302026-07-08

DKS DICKS SPORTING GOODS INC10.4K sharesnew addition2026-06-302026-07-08

SMB VANECK ETF TRUST135.2K shares0.08%2026-06-302026-07-08

VOO VANGUARD INDEX FDS3.4K shares7.87%2026-06-302026-07-08

CENTERPOINT ENERGY INC CENTERPOINT ENERGY INC52.8K shares16.05%2026-06-302026-07-08

ONON ON HLDG AG64.8K shares13.95%2026-06-302026-07-08

COO COOPER COS INC31.8K shares-22.24%2026-06-302026-07-08

MDB MONGODB INC6.8K shares-16.42%2026-06-302026-07-08

Sponsored

FIVE FIVE BELOW INC12.5K shares-6.86%2026-06-302026-07-08

VST VISTRA CORP13.9K shares35.08%2026-06-302026-07-08

CHKP CHECK POINT SOFTWARE TECH LT16.7K shares17.40%2026-06-302026-07-08

NDSN NORDSON CORP7.1K shares0.00%2026-06-302026-07-08

RPM RPM INTL INC18.9K shares14.25%2026-06-302026-07-08

PSKY PARAMOUNT SKYDANCE CORP209.2K sharesnew addition2026-06-302026-07-08

CRBN ISHARES TR8.2K shares4.03%2026-06-302026-07-08

RBRK RUBRIK INC.25.7K shares34.41%2026-06-302026-07-08

Sponsored

CAT CATERPILLAR INC1.9K shares18.98%2026-06-302026-07-08

NBIS NEBIUS GROUP N.V.7.2K shares13.48%2026-06-302026-07-08

SCHD SCHWAB STRATEGIC TR62.0K shares13.87%2026-06-302026-07-08

CNR CORE NATURAL RESOURCES INC24.1K shares0.07%2026-06-302026-07-08

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP20.4K shares-5.57%2026-06-302026-07-08

SAIA SAIA INC4.6K shares-6.38%2026-06-302026-07-08

ENTG ENTEGRIS INC10.6K shares-24.08%2026-06-302026-07-08

SF STIFEL FINL CORP26.3K shares18.13%2026-06-302026-07-08

Sponsored

EAGG ISHARES TR38.7K shares-4.55%2026-06-302026-07-08

CATH GLOBAL X FDS20.3K shares1.84%2026-06-302026-07-08

OKLO OKLO INC34.3K shares38.64%2026-06-302026-07-08

USFD US FOODS HLDG CORP16.4K shares12.58%2026-06-302026-07-08

WFRD WEATHERFORD INTL PLC20.5K shares-5.84%2026-06-302026-07-08

FNB F N B CORP87.3K sharesnew addition2026-06-302026-07-08

HQY HEALTHEQUITY INC18.4K shares-2.21%2026-06-302026-07-08

MMSI MERIT MED SYS INC23.9K sharesnew addition2026-06-302026-07-08

Sponsored

CELH CELSIUS HLDGS INC55.8K shares5.08%2026-06-302026-07-08

THC TENET HEALTHCARE CORP8.7K sharesnew addition2026-06-302026-07-08

NXST NEXSTAR MEDIA GROUP INC9.1K shares6.63%2026-06-302026-07-08

AMD ADVANCED MICRO DEVICES INC2.8K shares-12.61%2026-06-302026-07-08

KBH KB HOME26.0K shares-28.92%2026-06-302026-07-08

SIGI SELECTIVE INS GROUP INC16.6K shares7.97%2026-06-302026-07-08

UNM UNUM GROUP17.9K sharesnew addition2026-06-302026-07-08

TMO THERMO FISHER SCIENTIFIC INC3.2K shares-0.44%2026-06-302026-07-08

Sponsored

H HYATT HOTELS CORP8.1K sharesnew addition2026-06-302026-07-08

INVH INVITATION HOMES INC51.4K shares-1.80%2026-06-302026-07-08

RJF RAYMOND JAMES FINL INC10.1K shares-59.36%2026-06-302026-07-08

TFI SPDR SERIES TRUST32.5K shares3.52%2026-06-302026-07-08

DT DYNATRACE INC33.4K shares0.62%2026-06-302026-07-08

ROST ROSS STORES INC6.8K shares-35.99%2026-06-302026-07-08

ORACLE CORP ORACLE CORP9.9K shares1.60%2026-06-302026-07-08

RVLV REVOLVE GROUP INC62.8K sharesnew addition2026-06-302026-07-08

Sponsored

JHX JAMES HARDIE INDS PLC54.8K shares-0.79%2026-06-302026-07-08

OXY OCCIDENTAL PETE CORP28.3K shares-3.01%2026-06-302026-07-08

ARW ARROW ELECTRS INC6.4K shares-4.35%2026-06-302026-07-08

VSNT VERSANT MEDIA GROUP INC37.5K sharesnew addition2026-06-302026-07-08

ANTERO RESOURCES CORP ANTERO RESOURCES CORP37.9K shares110.22%2026-06-302026-07-08

BG BUNGE GLOBAL SA12.3K shares1.19%2026-06-302026-07-08

RDNT RADNET INC21.0K sharesnew addition2026-06-302026-07-08

HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC16.4K sharesnew addition2026-06-302026-07-08

Sponsored

SHAKE SHACK INC SHAKE SHACK INC22.8K shares14.35%2026-06-302026-07-08

GMED GLOBUS MED INC16.1K shares14.83%2026-06-302026-07-08

VLO VALERO ENERGY CORP4.8K shares1.07%2026-06-302026-07-08

BA BOEING CO5.7K shares0.91%2026-06-302026-07-08

SHW SHERWIN WILLIAMS CO3.5K shares1.38%2026-06-302026-07-08

CMG CHIPOTLE MEXICAN GRILL INC35.3K shares4.38%2026-06-302026-07-08

IP INTERNATIONAL PAPER CO31.1K shares12.60%2026-06-302026-07-08

GPK GRAPHIC PACKAGING HLDG CO111.9K shares20.61%2026-06-302026-07-08

Sponsored

CHEWY INC CHEWY INC58.3K shares42.51%2026-06-302026-07-08

SYY SYSCO CORP13.4K shares-2.20%2026-06-302026-07-08

VUG VANGUARD INDEX FDS12.8K shares680.97%2026-06-302026-07-08

EXP EAGLE MATLS INC4.9K shares-1.43%2026-06-302026-07-08

MPC MARATHON PETE CORP4.2K shares-0.62%2026-06-302026-07-08

SHE SPDR SERIES TRUST6.8K shares3.30%2026-06-302026-07-08

CGNX COGNEX CORP14.0K sharesnew addition2026-06-302026-07-08

BROS DUTCH BROS INC13.6K sharesnew addition2026-06-302026-07-08

Sponsored

VXUS VANGUARD STAR FDS11.2K shares-0.12%2026-06-302026-07-08

INTC INTEL CORP6.8K shares-2.11%2026-06-302026-07-08

DUK DUKE ENERGY CORP NEW7.5K shares3.26%2026-06-302026-07-08

SUB ISHARES TR8.9K shares2.57%2026-06-302026-07-08

DG DOLLAR GEN CORP8.2K shares-1.47%2026-06-302026-07-08

CNQ CANADIAN NAT RES LTD MED TER23.6K shares3.60%2026-06-302026-07-08

FANG DIAMONDBACK ENERGY INC5.3K shares15.38%2026-06-302026-07-08

MBLY MOBILEYE GLOBAL INC95.1K sharesnew addition2026-06-302026-07-08

Sponsored

BBMC J P MORGAN EXCHANGE TRADED F7.2K shares-16.48%2026-06-302026-07-08

AXP AMERICAN EXPRESS CO2.6K shares71.31%2026-06-302026-07-08

IBTI ISHARES TR39.4K shares3.51%2026-06-302026-07-08

SRE SEMPRA9.3K shares0.13%2026-06-302026-07-08

GTES GATES INDL CORP PLC30.8K sharesnew addition2026-06-302026-07-08

XLK SELECT SECTOR SPDR TR4.5K shares3.89%2026-06-302026-07-08

AFL AFLAC INC7.2K shares0.19%2026-06-302026-07-08

SNAP SNAP INC188.8K shares7.08%2026-06-302026-07-08

Sponsored

SLB SLB LIMITED18.0K shares-0.37%2026-06-302026-07-08

LULU LULULEMON ATHLETICA INC7.3K shares10.66%2026-06-302026-07-08

ACAD ACADIA PHARMACEUTICALS INC32.7K shares13.28%2026-06-302026-07-08

LNG CHENIERE ENERGY INC3.4K shares22.07%2026-06-302026-07-08

SPXC SPX TECHNOLOGIES INC3.3K sharesnew addition2026-06-302026-07-08

SOUTHERN CO SOUTHERN CO8.4K shares66.05%2026-06-302026-07-08

RBA RB GLOBAL INC6.8K sharesnew addition2026-06-302026-07-08

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-08

Sponsored

IVW ISHARES TR5.4K shares-1.00%2026-06-302026-07-08

HAL HALLIBURTON CO21.9K shares2.46%2026-06-302026-07-08

IVZ INVESCO LTD28.1K sharesnew addition2026-06-302026-07-08

WEC WEC ENERGY GROUP INC6.3K shares20.33%2026-06-302026-07-08

MYCH SSGA ACTIVE TR28.9K shares3.38%2026-06-302026-07-08

PGR PROGRESSIVE CORP3.3K shares0.86%2026-06-302026-07-08

WMB WILLIAMS COS INC9.5K shares24.97%2026-06-302026-07-08

ASO ACADEMY SPORTS & OUTDOORS IN14.2K sharesnew addition2026-06-302026-07-08

Sponsored

DIS DISNEY WALT CO6.9K shares0.76%2026-06-302026-07-08

VZ VERIZON COMMUNICATIONS INC15.6K shares252.32%2026-06-302026-07-08

ITM VANECK ETF TRUST13.9K shares3.51%2026-06-302026-07-08

VGT VANGUARD WORLD FD5.4K shares584.40%2026-06-302026-07-08

BLDR BUILDERS FIRSTSOURCE INC6.9K shares1.51%2026-06-302026-07-08

TAXX BONDBLOXX ETF TRUST12.1K shares0.35%2026-06-302026-07-08

SUSC ISHARES TR26.5K shares-4.02%2026-06-302026-07-08

GLD SPDR GOLD TR1.7K shares-24.08%2026-06-302026-07-08

Sponsored

FCNCA FIRST CTZNS BANCSHARES INC D292 shares-9.60%2026-06-302026-07-08

DTE DTE ENERGY CO3.9K shares166.85%2026-06-302026-07-08

VTV VANGUARD INDEX FDS2.6K shares46.64%2026-06-302026-07-08

VEA VANGUARD TAX-MANAGED FDS7.9K shares7.48%2026-06-302026-07-08

3M CO 3M CO3.4K shares94.15%2026-06-302026-07-08

GM GENERAL MTRS CO6.8K sharesnew addition2026-06-302026-07-08

BSJR INVESCO EXCH TRD SLF IDX FD23.5K shares-4.83%2026-06-302026-07-08

DFUV DIMENSIONAL ETF TRUST9.4K shares0.00%2026-06-302026-07-08

Sponsored

REGN REGENERON PHARMACEUTICALS827 shares-2.25%2026-06-302026-07-08

T AT&T INC24.4K shares16.35%2026-06-302026-07-08

APPLIED MATLS INC APPLIED MATLS INC682 shares-2.15%2026-06-302026-07-08

MUNI PIMCO ETF TR9.3K shares3.93%2026-06-302026-07-08

MRK MERCK & CO INC3.7K shares-1.27%2026-06-302026-07-08

BSJQ INVESCO EXCH TRD SLF IDX FD20.5K shares-5.83%2026-06-302026-07-08

DE DEERE & CO713 sharesnew addition2026-06-302026-07-08

SCHO SCHWAB STRATEGIC TR18.0K sharesnew addition2026-06-302026-07-08

Sponsored

AOS SMITH A O CORP6.8K shares-0.51%2026-06-302026-07-08

ET ENERGY TRANSFER L P21.9K shares-9.65%2026-06-302026-07-08

ITOT ISHARES TR2.5K shares22.32%2026-06-302026-07-08

SLV ISHARES SILVER TR7.5K shares18.64%2026-06-302026-07-08

VIG VANGUARD SPECIALIZED FUNDS1.7K shares-35.64%2026-06-302026-07-08

PEP PEPSICO INC2.9K shares-34.14%2026-06-302026-07-08

MCK MCKESSON CORP514 shares24.76%2026-06-302026-07-08

SCHG SCHWAB STRATEGIC TR11.1K shares0.00%2026-06-302026-07-08

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC1.7K sharesnew addition2026-06-302026-07-08

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.7K sharesnew addition2026-06-302026-07-08

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.1K shares6.41%2026-06-302026-07-08

QCOM QUALCOMM INC1.9K shares-97.73%2026-06-302026-07-08

HYD VANECK ETF TRUST6.8K shares8.90%2026-06-302026-07-08

PM PHILIP MORRIS INTL INC1.9K shares-3.66%2026-06-302026-07-08

ARKX ARK ETF TR10.2K shares0.00%2026-06-302026-07-08

KR KROGER CO6.2K shares-0.02%2026-06-302026-07-08

Sponsored

FDX FEDEX CORP1.1K shares96.44%2026-06-302026-07-08

CSX CSX CORP7.2K shares0.06%2026-06-302026-07-08

VICI VICI PPTYS INC12.9K sharesnew addition2026-06-302026-07-08

IWF ISHARES TR2.7K sharesnew addition2026-06-302026-07-08

NUE NUCOR CORP1.5K shares0.00%2026-06-302026-07-08

BMY BRISTOL-MYERS SQUIBB CO5.9K shares-5.90%2026-06-302026-07-08

ISBA ISABELLA BK CORP8.5K sharesnew addition2026-06-302026-07-08

FNDF SCHWAB STRATEGIC TR6.2K shares-1.61%2026-06-302026-07-08

Sponsored

EVRG EVERGY INC3.8K shares3.10%2026-06-302026-07-08

CL COLGATE PALMOLIVE CO3.5K shares-0.28%2026-06-302026-07-08

COFS CHOICEONE FINANCIA9.3K shares0.00%2026-06-302026-07-08

BAMG NORTHERN LTS FD TR IV7.0K shares-3.16%2026-06-302026-07-08

PFE PFIZER INC13.1K shares11.42%2026-06-302026-07-08

MGK VANGUARD WORLD FD3.6K shares418.37%2026-06-302026-07-08

QDEC FIRST TR EXCHNG TRADED FD VI8.7K sharesnew addition2026-06-302026-07-08

HDV ISHARES TR11.3K shares400.00%2026-06-302026-07-08

Sponsored

TFC TRUIST FINL CORP6.2K shares2.62%2026-06-302026-07-08

CMS CMS ENERGY CORP4.0K shares-0.05%2026-06-302026-07-08

SMMU PIMCO ETF TR6.0K shares3.93%2026-06-302026-07-08

LNT ALLIANT ENERGY CORP3.9K shares0.39%2026-06-302026-07-08

VEU VANGUARD INTL EQUITY INDEX F3.5K shares0.09%2026-06-302026-07-08

GE GE AEROSPACE765 shares4.37%2026-06-302026-07-08

IJR ISHARES TR1.9K sharesnew addition2026-06-302026-07-08

MNST MONSTER BEVERAGE CORP NEW2.9K shares0.17%2026-06-302026-07-08

Sponsored

ORKA ORUKA THERAPEUTICS INC2.9K sharesnew addition2026-06-302026-07-08

CEFA GLOBAL X FDS6.9K shares0.00%2026-06-302026-07-08

BSRR SIERRA BANCORP6.6K shares0.00%2026-06-302026-07-08

IDV ISHARES TR6.4K shares-2.11%2026-06-302026-07-08

XTRE BONDBLOXX ETF TRUST5.3K shares-99.42%2026-06-302026-07-08

NSC NORFOLK SOUTHN CORP829 sharesnew addition2026-06-302026-07-08

ATO ATMOS ENERGY CORP1.5K shares6.14%2026-06-302026-07-08

VYM VANGUARD WHITEHALL FDS1.6K shares-57.72%2026-06-302026-07-08

Sponsored

BAMV NORTHERN LTS FD TR IV7.2K shares-4.95%2026-06-302026-07-08

DTM DT MIDSTREAM INC1.7K sharesnew addition2026-06-302026-07-08

O REALTY INCOME CORP4.0K sharesnew addition2026-06-302026-07-08

BAMD NORTHERN LTS FD TR IV7.5K shares-2.58%2026-06-302026-07-08

VBK VANGUARD INDEX FDS650 sharesnew addition2026-06-302026-07-08

F FORD MTR CO17.1K shares46.13%2026-06-302026-07-08

IEF ISHARES TR2.5K shares18.55%2026-06-302026-07-08

PDI PIMCO DYNAMIC INCOME FD13.4K sharesnew addition2026-06-302026-07-08

Sponsored

XLY SELECT SECTOR SPDR TR1.9K shares0.11%2026-06-302026-07-08

LHX L3HARRIS TECHNOLOGIES INC758 sharesnew addition2026-06-302026-07-08

XBJL INNOVATOR ETFS TRUST5.4K shares-35.01%2026-06-302026-07-08

IGIB ISHARES TR4.0K shares-99.47%2026-06-302026-07-08

ISHARES TR ISHARES TR2.1K shares-7.89%2026-06-302026-07-08

PPG PPG INDS INC1.7K sharesnew addition2026-06-302026-07-08

GEV GE VERNOVA INC179 sharesnew addition2026-06-302026-07-08

PH PARKER-HANNIFIN CORP213 sharesnew addition2026-06-302026-07-08

Sponsored

NOC NORTHROP GRUMMAN CORP406 shares-3.33%2026-06-302026-07-08

EDIV SPDR INDEX SHS FDS5.0K sharesnew addition2026-06-302026-07-08

DGRO ISHARES TR2.7K sharesnew addition2026-06-302026-07-08

CGDV CAPITAL GROUP DIVIDEND VALUE4.1K sharesnew addition2026-06-302026-07-08

MOD MODINE MFG CO760 sharesnew addition2026-06-302026-07-08

VOE VANGUARD INDEX FDS1.0K sharesnew addition2026-06-302026-07-08

PSX PHILLIPS 661.2K shares-1.33%2026-06-302026-07-08

BGC BGC GROUP INC10.8K sharesnew addition2026-06-302026-07-08

Sponsored

SPDR SERIES TRUST

6.58%

Shares4.5M

Event2026-06-30

Filed2026-07-08

NVDA

NVIDIA CORPORATION

29.49%

Shares960.2K

Event2026-06-30

Filed2026-07-08

DMBS

DOUBLELINE ETF TRUST

0.35%

Shares3.1M

Event2026-06-30

Filed2026-07-08

AAPL

APPLE INC

1.77%

Shares502.0K

Event2026-06-30

Filed2026-07-08

AMZN

AMAZON COM INC

-3.19%

Shares597.0K

Event2026-06-30

Filed2026-07-08

AVDE

AMERICAN CENTY ETF TR

2.18%

Shares1.4M

Event2026-06-30

Filed2026-07-08

GOOG

ALPHABET INC

-5.72%

Shares345.4K

Event2026-06-30

Filed2026-07-08

JMBS

JANUS DETROIT STR TR

14.57%

Shares2.7M

Event2026-06-30

Filed2026-07-08

WORLD GOLD TR

-6.79%

Shares1.5M

Event2026-06-30

Filed2026-07-08

SEPU

AIM ETF PRODUCTS TRUST

14.53%

Shares3.9M

Event2026-06-30

Filed2026-07-08

MSFT

MICROSOFT CORP

-4.59%

Shares304.9K

Event2026-06-30

Filed2026-07-08

SPDW

SPDR INDEX SHS FDS

-1.53%

Shares2.2M

Event2026-06-30

Filed2026-07-08

RECS

COLUMBIA ETF TR I

3.92%

Shares2.4M

Event2026-06-30

Filed2026-07-08

AVEM

AMERICAN CENTY ETF TR

-9.80%

Shares1.0M

Event2026-06-30

Filed2026-07-08

IETC

ISHARES U S ETF TR

18.43%

Shares858.0K

Event2026-06-30

Filed2026-07-08

XTEN

BONDBLOXX ETF TRUST

121.80%

Shares1.9M

Event2026-06-30

Filed2026-07-08

META PLATFORMS INC

3.97%

Shares146.9K

Event2026-06-30

Filed2026-07-08

QQQM

INVESCO EXCH TRADED FD TR II

-2.30%

Shares272.6K

Event2026-06-30

Filed2026-07-08

BROADCOM INC

8.78%

Shares205.4K

Event2026-06-30

Filed2026-07-08

GOLDMAN SACHS GROUP INC

0.82%

Shares70.7K

Event2026-06-30

Filed2026-07-08

XSVN

BONDBLOXX ETF TRUST

38.84%

Shares1.5M

Event2026-06-30

Filed2026-07-08

JPMORGAN CHASE & CO

6.38%

Shares205.9K

Event2026-06-30

Filed2026-07-08

JAAA

JANUS DETROIT STR TR

-5.80%

Shares1.3M

Event2026-06-30

Filed2026-07-08

MORGAN STANLEY

-2.70%

Shares318.7K

Event2026-06-30

Filed2026-07-08

LRCX

LAM RESEARCH CORP

4.43%

Shares150.2K

Event2026-06-30

Filed2026-07-08

PRFD

PIMCO ETF TR

7.95%

Shares1.2M

Event2026-06-30

Filed2026-07-08

AVUS

AMERICAN CENTY ETF TR

35.15%

Shares483.5K

Event2026-06-30

Filed2026-07-08

DABS

DOUBLELINE ETF TRUST

-2.60%

Shares1.2M

Event2026-06-30

Filed2026-07-08

PANW

PALO ALTO NETWORKS INC

-2.32%

Shares175.2K

Event2026-06-30

Filed2026-07-08

SPAB

SPDR SERIES TRUST

-36.84%

Shares2.3M

Event2026-06-30

Filed2026-07-08

UNITEDHEALTH GROUP INC

-7.95%

Shares139.8K

Event2026-06-30

Filed2026-07-08

SPYI

NEOS ETF TRUST

4.26%

Shares1.1M

Event2026-06-30

Filed2026-07-08

FEBT

AIM ETF PRODUCTS TRUST

1.18%

Shares1.4M

Event2026-06-30

Filed2026-07-08

XLF

SELECT SECTOR SPDR TR

14.48%

Shares1.0M

Event2026-06-30

Filed2026-07-08

BBBS

BONDBLOXX ETF TRUST

-3.47%

Shares1.1M

Event2026-06-30

Filed2026-07-08

CVX

CHEVRON CORPORATION

5.34%

Shares324.9K

Event2026-06-30

Filed2026-07-08

GSY

INVESCO ACTIVELY MANAGED EXC

-5.99%

Shares1.0M

Event2026-06-30

Filed2026-07-08

UYLD

ANGEL OAK FUNDS TRUST

-5.69%

Shares1.0M

Event2026-06-30

Filed2026-07-08

MUB

ISHARES TR

31.07%

Shares474.8K

Event2026-06-30

Filed2026-07-08

TGT

TARGET CORP

-10.45%

Shares381.7K

Event2026-06-30

Filed2026-07-08

IGTR

INNOVATOR ETFS TRUST

-6.24%

Shares1.5M

Event2026-06-30

Filed2026-07-08

ETN

EATON CORP PLC

5.20%

Shares116.3K

Event2026-06-30

Filed2026-07-08

VISA INC

9.07%

Shares136.9K

Event2026-06-30

Filed2026-07-08

SPIB

SPDR SERIES TRUST

8222.37%

Shares1.4M

Event2026-06-30

Filed2026-07-08

COCA COLA CO

-0.10%

Shares563.1K

Event2026-06-30

Filed2026-07-08

URI

UNITED RENTALS INC

7.82%

Shares39.5K

Event2026-06-30

Filed2026-07-08

XTWY

BONDBLOXX ETF TRUST

New

Shares1.2M

Event2026-06-30

Filed2026-07-08

ISHARES TR

4.42%

Shares58.7K

Event2026-06-30

Filed2026-07-08

WMT

WALMART INC

1.22%

Shares387.8K

Event2026-06-30

Filed2026-07-08

FTSM

FIRST TR EXCHANGE-TRADED FD

10.72%

Shares734.0K

Event2026-06-30

Filed2026-07-08

SPTI

SPDR SERIES TRUST

14.48%

Shares1.5M

Event2026-06-30

Filed2026-07-08

INNOVATOR ETFS TRUST

New

Shares2.2M

Event2026-06-30

Filed2026-07-08

BIL

SPDR SERIES TRUST

0.98%

Shares457.5K

Event2026-06-30

Filed2026-07-08

APH

AMPHENOL CORP

13.42%

Shares230.1K

Event2026-06-30

Filed2026-07-08

BAC

BANK OF AMER CORP

1.70%

Shares707.8K

Event2026-06-30

Filed2026-07-08

PROCTER & GAMBLE CO

6.77%

Shares267.2K

Event2026-06-30

Filed2026-07-08

MEDTRONIC PLC

3.87%

Shares496.5K

Event2026-06-30

Filed2026-07-08

JNJ

JOHNSON & JOHNSON

9.88%

Shares152.8K

Event2026-06-30

Filed2026-07-08

AGGH

SIMPLIFY EXCHANGE TRADED FUN

New

Shares1.9M

Event2026-06-30

Filed2026-07-08

FOXY

SIMPLIFY EXCHANGE TRADED FUN

New

Shares1.2M

Event2026-06-30

Filed2026-07-08

SMOT

VANECK ETF TRUST

4.07%

Shares905.5K

Event2026-06-30

Filed2026-07-08

BLOK

AMPLIFY ETF TR

6.36%

Shares551.6K

Event2026-06-30

Filed2026-07-08

BRK.B

BERKSHIRE HATHAWAY INC DEL

-16.78%

Shares68.7K

Event2026-06-30

Filed2026-07-08

GOOGL

ALPHABET INC

29.84%

Shares95.9K

Event2026-06-30

Filed2026-07-08

AIS

TIDAL TRUST III

New

Shares396.4K

Event2026-06-30

Filed2026-07-08

CROWDSTRIKE HLDGS INC

New

Shares43.9K

Event2026-06-30

Filed2026-07-08

MCD

MCDONALDS CORP

-2.10%

Shares122.6K

Event2026-06-30

Filed2026-07-08

LLY

ELI LILLY & CO

39.61%

Shares27.3K

Event2026-06-30

Filed2026-07-08

QUANTA SVCS INC

-11.65%

Shares44.5K

Event2026-06-30

Filed2026-07-08

LOW

LOWES COS INC

-1.75%

Shares139.1K

Event2026-06-30

Filed2026-07-08

SBUX

STARBUCKS CORP

-4.37%

Shares295.2K

Event2026-06-30

Filed2026-07-08

COP

CONOCOPHILLIPS

10.64%

Shares281.6K

Event2026-06-30

Filed2026-07-08

MLM

MARTIN MARIETTA MATLS INC

18.60%

Shares49.6K

Event2026-06-30

Filed2026-07-08

ETF SER SOLUTIONS

New

Shares1.0M

Event2026-06-30

Filed2026-07-08

NJUN

INNOVATOR ETFS TRUST

New

Shares861.2K

Event2026-06-30

Filed2026-07-08

CSHI

NEOS ETF TRUST

10.76%

Shares565.3K

Event2026-06-30

Filed2026-07-08

LUV

SOUTHWEST AIRLS CO

19.26%

Shares539.6K

Event2026-06-30

Filed2026-07-08

CHAT

TIDAL TRUST II

-24.13%

Shares279.4K

Event2026-06-30

Filed2026-07-08

QTUM

ETF SER SOLUTIONS

-14.96%

Shares165.1K

Event2026-06-30

Filed2026-07-08

ASML

ASML HLDG NV

-7.67%

Shares13.5K

Event2026-06-30

Filed2026-07-08

XFIV

BONDBLOXX ETF TRUST

-63.19%

Shares549.6K

Event2026-06-30

Filed2026-07-08

CRPT

FIRST TR EXCHNG TRADED FD VI

8.20%

Shares2.3M

Event2026-06-30

Filed2026-07-08

NEXTERA ENERGY INC

21.43%

Shares300.6K

Event2026-06-30

Filed2026-07-08

PCMM

BONDBLOXX ETF TRUST

-33.62%

Shares526.2K

Event2026-06-30

Filed2026-07-08

LOUP

INNOVATOR ETFS TRUST

-8.27%

Shares264.4K

Event2026-06-30

Filed2026-07-08

PRIV

SSGA ACTIVE TR

14.52%

Shares1.0M

Event2026-06-30

Filed2026-07-08

COSTCO WHOLESALE CORPORATION

8.99%

Shares27.6K

Event2026-06-30

Filed2026-07-08

SERVICENOW INC

39.93%

Shares259.6K

Event2026-06-30

Filed2026-07-08

IMAR

INNOVATOR ETFS TRUST

New

Shares841.5K

Event2026-06-30

Filed2026-07-08

DEXCOM INC

16.69%

Shares372.5K

Event2026-06-30

Filed2026-07-08

SPTL

SPDR SERIES TRUST

19.12%

Shares953.5K

Event2026-06-30

Filed2026-07-08

KLAC

KLA CORP

868.21%

Shares82.1K

Event2026-06-30

Filed2026-07-08

EQIX

EQUINIX INC

-0.37%

Shares22.6K

Event2026-06-30

Filed2026-07-08

MLPA

GLOBAL X FDS

3.40%

Shares436.1K

Event2026-06-30

Filed2026-07-08

ECL

ECOLAB INC

-14.12%

Shares79.7K

Event2026-06-30

Filed2026-07-08

KEY

KEYCORP

1.00%

Shares959.8K

Event2026-06-30

Filed2026-07-08

WCN

WASTE CONNECTIONS INC

-8.49%

Shares132.6K

Event2026-06-30

Filed2026-07-08

TXN

TEXAS INSTRS INC

-3.45%

Shares73.6K

Event2026-06-30

Filed2026-07-08

EXR

EXTRA SPACE STORAGE INC

-7.66%

Shares150.4K

Event2026-06-30

Filed2026-07-08

ROK

ROCKWELL AUTOMATION INC

-7.38%

Shares43.7K

Event2026-06-30

Filed2026-07-08

CISCO SYS INC

-1.07%

Shares184.1K

Event2026-06-30

Filed2026-07-08

CTAS

CINTAS CORP

21.75%

Shares126.8K

Event2026-06-30

Filed2026-07-08

ABT

ABBOTT LABORATORIES

-34.86%

Shares236.3K

Event2026-06-30

Filed2026-07-08

PYPL

PAYPAL HLDGS INC

14.51%

Shares491.7K

Event2026-06-30

Filed2026-07-08

TOLZ

PROSHARES TR

4.44%

Shares355.8K

Event2026-06-30

Filed2026-07-08

CITIGROUP INC

-1.47%

Shares149.5K

Event2026-06-30

Filed2026-07-08

TJX

TJX COS INC NEW

5.10%

Shares135.9K

Event2026-06-30

Filed2026-07-08

ASTRAZENECA PLC

3.20%

Shares108.1K

Event2026-06-30

Filed2026-07-08

DCRE

DOUBLELINE ETF TRUST

14.33%

Shares392.0K

Event2026-06-30

Filed2026-07-08

SPTS

SPDR SERIES TRUST

12.61%

Shares695.3K

Event2026-06-30

Filed2026-07-08

BBUS

J P MORGAN EXCHANGE TRADED F

0.96%

Shares148.7K

Event2026-06-30

Filed2026-07-08

BSX

BOSTON SCIENTIFIC CORP

82.04%

Shares468.3K

Event2026-06-30

Filed2026-07-08

MHO

M/I HOMES INC

1.58%

Shares121.9K

Event2026-06-30

Filed2026-07-08

ABBVIE INC

5.03%

Shares77.6K

Event2026-06-30

Filed2026-07-08

CSNR

COHEN & STEERS ETF TRUST

-7.59%

Shares585.0K

Event2026-06-30

Filed2026-07-08

EXXON MOBIL CORP

1.52%

Shares141.9K

Event2026-06-30

Filed2026-07-08

BKR

BAKER HUGHES COMPANY

-12.03%

Shares345.4K

Event2026-06-30

Filed2026-07-08

ISRG

INTUITIVE SURGICAL INC

29.98%

Shares47.6K

Event2026-06-30

Filed2026-07-08

SNPS

SYNOPSYS INC

0.09%

Shares42.2K

Event2026-06-30

Filed2026-07-08

EIX

EDISON INTL

-0.52%

Shares251.3K

Event2026-06-30

Filed2026-07-08

NETFLIX INC.

-23.61%

Shares259.0K

Event2026-06-30

Filed2026-07-08

JMST

J P MORGAN EXCHANGE TRADED F

30.98%

Shares356.8K

Event2026-06-30

Filed2026-07-08

EOG

EOG RES INC

-0.57%

Shares130.9K

Event2026-06-30

Filed2026-07-08

ALTRIA GROUP INC

1.54%

Shares234.9K

Event2026-06-30

Filed2026-07-08

USB

US BANCORP

1.69%

Shares279.3K

Event2026-06-30

Filed2026-07-08

ITW

ILLINOIS TOOL WKS INC

3.16%

Shares62.1K

Event2026-06-30

Filed2026-07-08

ALL

ALLSTATE CORP

1.51%

Shares70.4K

Event2026-06-30

Filed2026-07-08

HOME DEPOT INC

21.01%

Shares47.3K

Event2026-06-30

Filed2026-07-08

AEP

AMERICAN ELEC PWR CO INC

0.81%

Shares121.2K

Event2026-06-30

Filed2026-07-08

AMGN

AMGEN INC

1.41%

Shares45.3K

Event2026-06-30

Filed2026-07-08

KMI

KINDER MORGAN INC DEL

0.68%

Shares498.1K

Event2026-06-30

Filed2026-07-08

TSCO

TRACTOR SUPPLY CO

New

Shares492.5K

Event2026-06-30

Filed2026-07-08

JEF

JEFFERIES FINANCIAL GROUP IN

2.47%

Shares308.9K

Event2026-06-30

Filed2026-07-08

RTX CORPORATION

4.21%

Shares81.0K

Event2026-06-30

Filed2026-07-08

HODL

VANECK BITCOIN ETF

47.63%

Shares922.4K

Event2026-06-30

Filed2026-07-08

SJM

SMUCKER J M CO

3.13%

Shares134.7K

Event2026-06-30

Filed2026-07-08

UPS

UNITED PARCEL SVCS INC

2.18%

Shares138.7K

Event2026-06-30

Filed2026-07-08

WFC

WELLS FARGO & CO

4.49%

Shares180.3K

Event2026-06-30

Filed2026-07-08

ARE

ALEXANDRIA REAL ESTATE EQ IN

5.02%

Shares276.9K

Event2026-06-30

Filed2026-07-08

CLOI

VANECK ETF TRUST

2.61%

Shares275.3K

Event2026-06-30

Filed2026-07-08

PRU

PRUDENTIAL FINL INC

3.13%

Shares133.9K

Event2026-06-30

Filed2026-07-08

KMAY

INNOVATOR ETFS TRUST

New

Shares475.3K

Event2026-06-30

Filed2026-07-08

IBM

INTERNATIONAL BUSINESS MACHS

6.34%

Shares51.2K

Event2026-06-30

Filed2026-07-08

EAPR

INNOVATOR ETFS TRUST

-1.30%

Shares430.2K

Event2026-06-30

Filed2026-07-08

LYB

LYONDELLBASELL INDUSTRIES NV

-1.03%

Shares268.7K

Event2026-06-30

Filed2026-07-08

KHC

KRAFT HEINZ CO

3.84%

Shares597.3K

Event2026-06-30

Filed2026-07-08

BOXX

EA SERIES TRUST

30.22%

Shares117.1K

Event2026-06-30

Filed2026-07-08

HII

HUNTINGTON INGALLS INDS INC

14.59%

Shares48.5K

Event2026-06-30

Filed2026-07-08

QQQ

INVESCO QQQ TR

23.99%

Shares18.3K

Event2026-06-30

Filed2026-07-08

PALL

ABRDN PALLADIUM ETF TRUST

378.27%

Shares575.5K

Event2026-06-30

Filed2026-07-08

MLPI

NEOS ETF TRUST

3.77%

Shares222.3K

Event2026-06-30

Filed2026-07-08

SPMD

SPDR SERIES TRUST

35.40%

Shares175.3K

Event2026-06-30

Filed2026-07-08

TEMA ETF TRUST

New

Shares346.6K

Event2026-06-30

Filed2026-07-08

SCHX

SCHWAB STRATEGIC TR

-11.06%

Shares304.5K

Event2026-06-30

Filed2026-07-08

IWMI

NEOS ETF TRUST

0.76%

Shares165.5K

Event2026-06-30

Filed2026-07-08

CAIE

CALAMOS ETF TR

1.35%

Shares313.6K

Event2026-06-30

Filed2026-07-08

IYRI

NEOS ETF TRUST

2.35%

Shares166.7K

Event2026-06-30

Filed2026-07-08

CLOZ

SERIES PORTFOLIOS TR

2.91%

Shares302.8K

Event2026-06-30

Filed2026-07-08

AMPLIFY ETF TR

3.03%

Shares338.1K

Event2026-06-30

Filed2026-07-08

KBWD

INVESCO EXCH TRADED FD TR II

2.82%

Shares642.2K

Event2026-06-30

Filed2026-07-08

LONZ

PIMCO ETF TR

3.23%

Shares159.7K

Event2026-06-30

Filed2026-07-08

FPE

FIRST TR EXCH TRADED FD III

3.02%

Shares436.9K

Event2026-06-30

Filed2026-07-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.54%

Shares15.3K

Event2026-06-30

Filed2026-07-08

IHG

INTERCONTINENTAL HOTELS GROU

4.17%

Shares39.0K

Event2026-06-30

Filed2026-07-08

DFUS

DIMENSIONAL ETF TRUST

-11.66%

Shares82.0K

Event2026-06-30

Filed2026-07-08

CANADIAN IMPERIAL BANK OF CO

2.91%

Shares58.0K

Event2026-06-30

Filed2026-07-08

ROYAL BK CDA

3.86%

Shares32.2K

Event2026-06-30

Filed2026-07-08

UBS

UBS GROUP AG

4.08%

Shares132.5K

Event2026-06-30

Filed2026-07-08

DSI

ISHARES TR

3.96%

Shares45.0K

Event2026-06-30

Filed2026-07-08

SUNCOR ENERGY INC NEW

2.88%

Shares119.1K

Event2026-06-30

Filed2026-07-08

CNI

CANADIAN NATL RY CO

4.05%

Shares53.6K

Event2026-06-30

Filed2026-07-08

ORIX CORP

4.89%

Shares165.2K

Event2026-06-30

Filed2026-07-08

LMT

LOCKHEED MARTIN CORP

0.55%

Shares12.2K

Event2026-06-30

Filed2026-07-08

NWG

NATWEST GROUP PLC

5.77%

Shares349.9K

Event2026-06-30

Filed2026-07-08

SKM

SK TELECOM CO LTD

1.08%

Shares190.8K

Event2026-06-30

Filed2026-07-08

BCS

BARCLAYS PLC

6.20%

Shares228.2K

Event2026-06-30

Filed2026-07-08

LIN

LINDE PLC

3.91%

Shares11.8K

Event2026-06-30

Filed2026-07-08

LYG

LLOYDS BANKING GROUP PLC

5.91%

Shares1.0M

Event2026-06-30

Filed2026-07-08

HSBC

HSBC HLDGS PLC

4.86%

Shares63.6K

Event2026-06-30

Filed2026-07-08

ING

ING GROEP N.V.

5.52%

Shares191.6K

Event2026-06-30

Filed2026-07-08

MUFG

MITSUBISHI UFJ FINANCIAL GRO

5.66%

Shares301.7K

Event2026-06-30

Filed2026-07-08

SMFG

SUMITOMO MITSUI FIN GRP INC

6.16%

Shares251.3K

Event2026-06-30

Filed2026-07-08

EQNR

EQUINOR ASA

1.89%

Shares187.6K

Event2026-06-30

Filed2026-07-08

CCEP

COCA-COLA EUROPACIFIC PARTNE

5.83%

Shares58.8K

Event2026-06-30

Filed2026-07-08

NVS

NOVARTIS AG

6.09%

Shares37.3K

Event2026-06-30

Filed2026-07-08

AER

AERCAP HOLDINGS NV

5.55%

Shares39.6K

Event2026-06-30

Filed2026-07-08

MFG

MIZUHO FINANCIAL GROUP INC

6.81%

Shares598.7K

Event2026-06-30

Filed2026-07-08

SBS

COMPANHIA DE SANEAMENTO BASI

423.24%

Shares985.0K

Event2026-06-30

Filed2026-07-08

AMCOR PLC

14.42%

Shares130.9K

Event2026-06-30

Filed2026-07-08

SHEL

SHELL PLC

4.75%

Shares73.1K

Event2026-06-30

Filed2026-07-08

NMR

NOMURA HLDGS INC

7.37%

Shares638.7K

Event2026-06-30

Filed2026-07-08

KB FINL GROUP INC

5.73%

Shares52.9K

Event2026-06-30

Filed2026-07-08

KOF

COCA-COLA FEMSA SAB DE CV

6.19%

Shares52.0K

Event2026-06-30

Filed2026-07-08

DEUTSCHE BK AG

7.71%

Shares161.0K

Event2026-06-30

Filed2026-07-08

NGG

NATIONAL GRID PLC

6.09%

Shares65.0K

Event2026-06-30

Filed2026-07-08

IAU

ISHARES GOLD TR

-6.22%

Shares70.7K

Event2026-06-30

Filed2026-07-08

EMBJ

EMBRAER S.A.

9.13%

Shares83.5K

Event2026-06-30

Filed2026-07-08

HUM

HUMANA INC

-31.31%

Shares13.4K

Event2026-06-30

Filed2026-07-08

JD.COM INC

5.01%

Shares205.1K

Event2026-06-30

Filed2026-07-08

UNILEVER PLC

12.83%

Shares86.2K

Event2026-06-30

Filed2026-07-08

VYMI

VANGUARD WHITEHALL FDS

New

Shares52.1K

Event2026-06-30

Filed2026-07-08

TEL

TE CONNECTIVITY PLC

6.43%

Shares25.3K

Event2026-06-30

Filed2026-07-08

CRH

CRH PLC

8.02%

Shares46.7K

Event2026-06-30

Filed2026-07-08

VOD

VODAFONE GROUP PLC

5.83%

Shares375.2K

Event2026-06-30

Filed2026-07-08

PUK

PRUDENTIAL PLC

7.18%

Shares185.0K

Event2026-06-30

Filed2026-07-08

IWY

ISHARES TR

9.59%

Shares16.5K

Event2026-06-30

Filed2026-07-08

PNFP

PINNACLE FINL PARTNERS INC

10.61%

Shares46.3K

Event2026-06-30

Filed2026-07-08

EFIV

SPDR SERIES TRUST

3.80%

Shares58.1K

Event2026-06-30

Filed2026-07-08

ESML

ISHARES TR

3.87%

Shares75.3K

Event2026-06-30

Filed2026-07-08

IJH

ISHARES TR

1.74%

Shares53.0K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

1.55%

Shares10.6K

Event2026-06-30

Filed2026-07-08

IRM

IRON MTN INC DEL

11.96%

Shares29.6K

Event2026-06-30

Filed2026-07-08

ALIBABA GROUP HLDG LTD

12.23%

Shares38.1K

Event2026-06-30

Filed2026-07-08

UAL

UNITED AIRLS HLDGS INC

-3.81%

Shares26.9K

Event2026-06-30

Filed2026-07-08

ULTA BEAUTY INC

1.19%

Shares7.9K

Event2026-06-30

Filed2026-07-08

ORLY

OREILLY AUTOMOTIVE INC

-2.35%

Shares38.5K

Event2026-06-30

Filed2026-07-08

TSLA

TESLA INC

2.46%

Shares8.4K

Event2026-06-30

Filed2026-07-08

PARK HOTELS & RESORTS INC

11.27%

Shares246.7K

Event2026-06-30

Filed2026-07-08

EXE

EXPAND ENERGY CORPORATION

8.09%

Shares38.4K

Event2026-06-30

Filed2026-07-08

GPN

GLOBAL PMTS INC

156.89%

Shares45.6K

Event2026-06-30

Filed2026-07-08

LPLA

LPL FINL HLDGS INC

7.11%

Shares11.7K

Event2026-06-30

Filed2026-07-08

FLUOR CORP

10.03%

Shares61.7K

Event2026-06-30

Filed2026-07-08

IBTG

ISHARES TR

-4.90%

Shares141.1K

Event2026-06-30

Filed2026-07-08

OKTA

OKTA INC

2.61%

Shares23.5K

Event2026-06-30

Filed2026-07-08

CLH

CLEAN HARBORS INC

5.04%

Shares10.7K

Event2026-06-30

Filed2026-07-08

IBIT

ISHARES BITCOIN TRUST ETF

104.48%

Shares94.8K

Event2026-06-30

Filed2026-07-08

IBTH

ISHARES TR

-4.91%

Shares139.4K

Event2026-06-30

Filed2026-07-08

GBCI

GLACIER BANCORP INC NEW

0.74%

Shares58.9K

Event2026-06-30

Filed2026-07-08

FTNT

FORTINET INC

-6.89%

Shares19.6K

Event2026-06-30

Filed2026-07-08

CUBE

CUBESMART

14.15%

Shares75.4K

Event2026-06-30

Filed2026-07-08

BWXT

BWX TECHNOLOGIES INC

9.57%

Shares15.4K

Event2026-06-30

Filed2026-07-08

STATE STR SPDR S&P 500 ETF T

4.44%

Shares4.0K

Event2026-06-30

Filed2026-07-08

DOV

DOVER CORP

10.61%

Shares13.0K

Event2026-06-30

Filed2026-07-08

AMERICAN AIRLINES GROUP INC

New

Shares157.4K

Event2026-06-30

Filed2026-07-08

TXT

TEXTRON INC

11.54%

Shares30.7K

Event2026-06-30

Filed2026-07-08

JUST

GOLDMAN SACHS ETF TR

3.61%

Shares25.9K

Event2026-06-30

Filed2026-07-08

ACUITY INC

New

Shares7.3K

Event2026-06-30

Filed2026-07-08

COHR

COHERENT CORP

-3.93%

Shares6.6K

Event2026-06-30

Filed2026-07-08

AGCO

AGCO CORP

9.39%

Shares21.7K

Event2026-06-30

Filed2026-07-08

CWST

CASELLA WASTE SYS INC

3.62%

Shares26.7K

Event2026-06-30

Filed2026-07-08

MICROCHIP TECHNOLOGY INC.

-16.48%

Shares28.2K

Event2026-06-30

Filed2026-07-08

PSLV

SPROTT ASSET MANAGEMENT LP

-24.97%

Shares135.0K

Event2026-06-30

Filed2026-07-08

MYCF

SSGA ACTIVE TR

-4.48%

Shares99.8K

Event2026-06-30

Filed2026-07-08

MYCG

SSGA ACTIVE TR

-4.55%

Shares99.8K

Event2026-06-30

Filed2026-07-08

ALAB

ASTERA LABS INC

13.36%

Shares5.1K

Event2026-06-30

Filed2026-07-08

AMG

AFFILIATED MANAGERS GROUP

-26.41%

Shares7.1K

Event2026-06-30

Filed2026-07-08

EWBC

EAST WEST BANCORP INC

10.97%

Shares18.5K

Event2026-06-30

Filed2026-07-08

ASB

ASSOCIATED BANC-CORP

11.54%

Shares77.3K

Event2026-06-30

Filed2026-07-08

EXPE

EXPEDIA GROUP INC

14.03%

Shares9.2K

Event2026-06-30

Filed2026-07-08

DKS

DICKS SPORTING GOODS INC

New

Shares10.4K

Event2026-06-30

Filed2026-07-08

SMB

VANECK ETF TRUST

0.08%

Shares135.2K

Event2026-06-30

Filed2026-07-08

VOO

VANGUARD INDEX FDS

7.87%

Shares3.4K

Event2026-06-30

Filed2026-07-08

CENTERPOINT ENERGY INC

16.05%

Shares52.8K

Event2026-06-30

Filed2026-07-08

ONON

ON HLDG AG

13.95%

Shares64.8K

Event2026-06-30

Filed2026-07-08

COO

COOPER COS INC

-22.24%

Shares31.8K

Event2026-06-30

Filed2026-07-08

MDB

MONGODB INC

-16.42%

Shares6.8K

Event2026-06-30

Filed2026-07-08

FIVE

FIVE BELOW INC

-6.86%

Shares12.5K

Event2026-06-30

Filed2026-07-08

VST

VISTRA CORP

35.08%

Shares13.9K

Event2026-06-30

Filed2026-07-08

CHKP

CHECK POINT SOFTWARE TECH LT

17.40%

Shares16.7K

Event2026-06-30

Filed2026-07-08

NDSN

NORDSON CORP

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-08

RPM

RPM INTL INC

14.25%

Shares18.9K

Event2026-06-30

Filed2026-07-08

PSKY

PARAMOUNT SKYDANCE CORP

New

Shares209.2K

Event2026-06-30

Filed2026-07-08

CRBN

ISHARES TR

4.03%

Shares8.2K

Event2026-06-30

Filed2026-07-08

RBRK

RUBRIK INC.

34.41%

Shares25.7K

Event2026-06-30

Filed2026-07-08

CAT

CATERPILLAR INC

18.98%

Shares1.9K

Event2026-06-30

Filed2026-07-08

NBIS

NEBIUS GROUP N.V.

13.48%

Shares7.2K

Event2026-06-30

Filed2026-07-08

SCHD

SCHWAB STRATEGIC TR

13.87%

Shares62.0K

Event2026-06-30

Filed2026-07-08

CNR

CORE NATURAL RESOURCES INC

0.07%

Shares24.1K

Event2026-06-30

Filed2026-07-08

ON SEMICONDUCTOR CORP

-5.57%

Shares20.4K

Event2026-06-30

Filed2026-07-08

SAIA

SAIA INC

-6.38%

Shares4.6K

Event2026-06-30

Filed2026-07-08

ENTG

ENTEGRIS INC

-24.08%

Shares10.6K

Event2026-06-30

Filed2026-07-08

STIFEL FINL CORP

18.13%

Shares26.3K

Event2026-06-30

Filed2026-07-08

EAGG

ISHARES TR

-4.55%

Shares38.7K

Event2026-06-30

Filed2026-07-08

CATH

GLOBAL X FDS

1.84%

Shares20.3K

Event2026-06-30

Filed2026-07-08

OKLO

OKLO INC

38.64%

Shares34.3K

Event2026-06-30

Filed2026-07-08

USFD

US FOODS HLDG CORP

12.58%

Shares16.4K

Event2026-06-30

Filed2026-07-08

WFRD

WEATHERFORD INTL PLC

-5.84%

Shares20.5K

Event2026-06-30

Filed2026-07-08

FNB

F N B CORP

New

Shares87.3K

Event2026-06-30

Filed2026-07-08

HQY

HEALTHEQUITY INC

-2.21%

Shares18.4K

Event2026-06-30

Filed2026-07-08

MMSI

MERIT MED SYS INC

New

Shares23.9K

Event2026-06-30

Filed2026-07-08

CELH

CELSIUS HLDGS INC

5.08%

Shares55.8K

Event2026-06-30

Filed2026-07-08

THC

TENET HEALTHCARE CORP

New

Shares8.7K

Event2026-06-30

Filed2026-07-08

NXST

NEXSTAR MEDIA GROUP INC

6.63%

Shares9.1K

Event2026-06-30

Filed2026-07-08

AMD

ADVANCED MICRO DEVICES INC

-12.61%

Shares2.8K

Event2026-06-30

Filed2026-07-08

KBH

KB HOME

-28.92%

Shares26.0K

Event2026-06-30

Filed2026-07-08

SIGI

SELECTIVE INS GROUP INC

7.97%

Shares16.6K

Event2026-06-30

Filed2026-07-08

UNM

UNUM GROUP

New

Shares17.9K

Event2026-06-30

Filed2026-07-08

TMO

THERMO FISHER SCIENTIFIC INC

-0.44%

Shares3.2K

Event2026-06-30

Filed2026-07-08

HYATT HOTELS CORP

New

Shares8.1K

Event2026-06-30

Filed2026-07-08

INVH

INVITATION HOMES INC

-1.80%

Shares51.4K

Event2026-06-30

Filed2026-07-08

RJF

RAYMOND JAMES FINL INC

-59.36%

Shares10.1K

Event2026-06-30

Filed2026-07-08

TFI

SPDR SERIES TRUST

3.52%

Shares32.5K

Event2026-06-30

Filed2026-07-08

DYNATRACE INC

0.62%

Shares33.4K

Event2026-06-30

Filed2026-07-08

ROST

ROSS STORES INC

-35.99%

Shares6.8K

Event2026-06-30

Filed2026-07-08

ORACLE CORP

1.60%

Shares9.9K

Event2026-06-30

Filed2026-07-08

RVLV

REVOLVE GROUP INC

New

Shares62.8K

Event2026-06-30

Filed2026-07-08

JHX

JAMES HARDIE INDS PLC

-0.79%

Shares54.8K

Event2026-06-30

Filed2026-07-08

OXY

OCCIDENTAL PETE CORP

-3.01%

Shares28.3K

Event2026-06-30

Filed2026-07-08

ARW

ARROW ELECTRS INC

-4.35%

Shares6.4K

Event2026-06-30

Filed2026-07-08

VSNT

VERSANT MEDIA GROUP INC

New

Shares37.5K

Event2026-06-30

Filed2026-07-08

ANTERO RESOURCES CORP

110.22%

Shares37.9K

Event2026-06-30

Filed2026-07-08

BUNGE GLOBAL SA

1.19%

Shares12.3K

Event2026-06-30

Filed2026-07-08

RDNT

RADNET INC

New

Shares21.0K

Event2026-06-30

Filed2026-07-08

HALOZYME THERAPEUTICS INC

New

Shares16.4K

Event2026-06-30

Filed2026-07-08

SHAKE SHACK INC

14.35%

Shares22.8K

Event2026-06-30

Filed2026-07-08

GMED

GLOBUS MED INC

14.83%

Shares16.1K

Event2026-06-30

Filed2026-07-08

VLO

VALERO ENERGY CORP

1.07%

Shares4.8K

Event2026-06-30

Filed2026-07-08

BOEING CO

0.91%

Shares5.7K

Event2026-06-30

Filed2026-07-08

SHW

SHERWIN WILLIAMS CO

1.38%

Shares3.5K

Event2026-06-30

Filed2026-07-08

CMG

CHIPOTLE MEXICAN GRILL INC

4.38%

Shares35.3K

Event2026-06-30

Filed2026-07-08

INTERNATIONAL PAPER CO

12.60%

Shares31.1K

Event2026-06-30

Filed2026-07-08

GPK

GRAPHIC PACKAGING HLDG CO

20.61%

Shares111.9K

Event2026-06-30

Filed2026-07-08

CHEWY INC

42.51%

Shares58.3K

Event2026-06-30

Filed2026-07-08

SYY

SYSCO CORP

-2.20%

Shares13.4K

Event2026-06-30

Filed2026-07-08

VUG

VANGUARD INDEX FDS

680.97%

Shares12.8K

Event2026-06-30

Filed2026-07-08

EXP

EAGLE MATLS INC

-1.43%

Shares4.9K

Event2026-06-30

Filed2026-07-08

MPC

MARATHON PETE CORP

-0.62%

Shares4.2K

Event2026-06-30

Filed2026-07-08

SHE

SPDR SERIES TRUST

3.30%

Shares6.8K

Event2026-06-30

Filed2026-07-08

CGNX

COGNEX CORP

New

Shares14.0K

Event2026-06-30

Filed2026-07-08

BROS

DUTCH BROS INC

New

Shares13.6K

Event2026-06-30

Filed2026-07-08

VXUS

VANGUARD STAR FDS

-0.12%

Shares11.2K

Event2026-06-30

Filed2026-07-08

INTC

INTEL CORP

-2.11%

Shares6.8K

Event2026-06-30

Filed2026-07-08

DUK

DUKE ENERGY CORP NEW

3.26%

Shares7.5K

Event2026-06-30

Filed2026-07-08

SUB

ISHARES TR

2.57%

Shares8.9K

Event2026-06-30

Filed2026-07-08

DOLLAR GEN CORP

-1.47%

Shares8.2K

Event2026-06-30

Filed2026-07-08

CNQ

CANADIAN NAT RES LTD MED TER

3.60%

Shares23.6K

Event2026-06-30

Filed2026-07-08

FANG

DIAMONDBACK ENERGY INC

15.38%

Shares5.3K

Event2026-06-30

Filed2026-07-08

MBLY

MOBILEYE GLOBAL INC

New

Shares95.1K

Event2026-06-30

Filed2026-07-08

BBMC

J P MORGAN EXCHANGE TRADED F

-16.48%

Shares7.2K

Event2026-06-30

Filed2026-07-08

AXP

AMERICAN EXPRESS CO

71.31%

Shares2.6K

Event2026-06-30

Filed2026-07-08

IBTI

ISHARES TR

3.51%

Shares39.4K

Event2026-06-30

Filed2026-07-08

SRE

SEMPRA

0.13%

Shares9.3K

Event2026-06-30

Filed2026-07-08

GTES

GATES INDL CORP PLC

New

Shares30.8K

Event2026-06-30

Filed2026-07-08

XLK

SELECT SECTOR SPDR TR

3.89%

Shares4.5K

Event2026-06-30

Filed2026-07-08

AFL

AFLAC INC

0.19%

Shares7.2K

Event2026-06-30

Filed2026-07-08

SNAP

SNAP INC

7.08%

Shares188.8K

Event2026-06-30

Filed2026-07-08

SLB

SLB LIMITED

-0.37%

Shares18.0K

Event2026-06-30

Filed2026-07-08

LULU

LULULEMON ATHLETICA INC

10.66%

Shares7.3K

Event2026-06-30

Filed2026-07-08

ACAD

ACADIA PHARMACEUTICALS INC

13.28%

Shares32.7K

Event2026-06-30

Filed2026-07-08

LNG

CHENIERE ENERGY INC

22.07%

Shares3.4K

Event2026-06-30

Filed2026-07-08

SPXC

SPX TECHNOLOGIES INC

New

Shares3.3K

Event2026-06-30

Filed2026-07-08

SOUTHERN CO

66.05%

Shares8.4K

Event2026-06-30

Filed2026-07-08

RBA

RB GLOBAL INC

New

Shares6.8K

Event2026-06-30

Filed2026-07-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-08

IVW

ISHARES TR

-1.00%

Shares5.4K

Event2026-06-30

Filed2026-07-08

HAL

HALLIBURTON CO

2.46%

Shares21.9K

Event2026-06-30

Filed2026-07-08

IVZ

INVESCO LTD

New

Shares28.1K

Event2026-06-30

Filed2026-07-08

WEC

WEC ENERGY GROUP INC

20.33%

Shares6.3K

Event2026-06-30

Filed2026-07-08

MYCH

SSGA ACTIVE TR

3.38%

Shares28.9K

Event2026-06-30

Filed2026-07-08

PGR

PROGRESSIVE CORP

0.86%

Shares3.3K

Event2026-06-30

Filed2026-07-08

WMB

WILLIAMS COS INC

24.97%

Shares9.5K

Event2026-06-30

Filed2026-07-08

ASO

ACADEMY SPORTS & OUTDOORS IN

New

Shares14.2K

Event2026-06-30

Filed2026-07-08

DIS

DISNEY WALT CO

0.76%

Shares6.9K

Event2026-06-30

Filed2026-07-08

VERIZON COMMUNICATIONS INC

252.32%

Shares15.6K

Event2026-06-30

Filed2026-07-08

ITM

VANECK ETF TRUST

3.51%

Shares13.9K

Event2026-06-30

Filed2026-07-08

VGT

VANGUARD WORLD FD

584.40%

Shares5.4K

Event2026-06-30

Filed2026-07-08

BLDR

BUILDERS FIRSTSOURCE INC

1.51%

Shares6.9K

Event2026-06-30

Filed2026-07-08

TAXX

BONDBLOXX ETF TRUST

0.35%

Shares12.1K

Event2026-06-30

Filed2026-07-08

SUSC

ISHARES TR

-4.02%

Shares26.5K

Event2026-06-30

Filed2026-07-08

GLD

SPDR GOLD TR

-24.08%

Shares1.7K

Event2026-06-30

Filed2026-07-08

FCNCA

FIRST CTZNS BANCSHARES INC D

-9.60%

Shares292

Event2026-06-30

Filed2026-07-08

DTE

DTE ENERGY CO

166.85%

Shares3.9K

Event2026-06-30

Filed2026-07-08

VTV

VANGUARD INDEX FDS

46.64%

Shares2.6K

Event2026-06-30

Filed2026-07-08

VEA

VANGUARD TAX-MANAGED FDS

7.48%

Shares7.9K

Event2026-06-30

Filed2026-07-08

3M CO

94.15%

Shares3.4K

Event2026-06-30

Filed2026-07-08

GENERAL MTRS CO

New

Shares6.8K

Event2026-06-30

Filed2026-07-08

BSJR

INVESCO EXCH TRD SLF IDX FD

-4.83%

Shares23.5K

Event2026-06-30

Filed2026-07-08

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-08

REGN

REGENERON PHARMACEUTICALS

-2.25%

Shares827

Event2026-06-30

Filed2026-07-08

AT&T INC

16.35%

Shares24.4K

Event2026-06-30

Filed2026-07-08

APPLIED MATLS INC

-2.15%

Shares682

Event2026-06-30

Filed2026-07-08

MUNI

PIMCO ETF TR

3.93%

Shares9.3K

Event2026-06-30

Filed2026-07-08

MRK

MERCK & CO INC

-1.27%

Shares3.7K

Event2026-06-30

Filed2026-07-08

BSJQ

INVESCO EXCH TRD SLF IDX FD

-5.83%

Shares20.5K

Event2026-06-30

Filed2026-07-08

DEERE & CO

New

Shares713

Event2026-06-30

Filed2026-07-08

SCHO

SCHWAB STRATEGIC TR

New

Shares18.0K

Event2026-06-30

Filed2026-07-08

AOS

SMITH A O CORP

-0.51%

Shares6.8K

Event2026-06-30

Filed2026-07-08

ENERGY TRANSFER L P

-9.65%

Shares21.9K

Event2026-06-30

Filed2026-07-08

ITOT

ISHARES TR

22.32%

Shares2.5K

Event2026-06-30

Filed2026-07-08

SLV

ISHARES SILVER TR

18.64%

Shares7.5K

Event2026-06-30

Filed2026-07-08

VIG

VANGUARD SPECIALIZED FUNDS

-35.64%

Shares1.7K

Event2026-06-30

Filed2026-07-08

PEP

PEPSICO INC

-34.14%

Shares2.9K

Event2026-06-30

Filed2026-07-08

MCK

MCKESSON CORP

24.76%

Shares514

Event2026-06-30

Filed2026-07-08

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-08

HONEYWELL INTL INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-08

HONEYWELL AEROSPACE INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-08

PALANTIR TECHNOLOGIES INC

6.41%

Shares3.1K

Event2026-06-30

Filed2026-07-08

QCOM

QUALCOMM INC

-97.73%

Shares1.9K

Event2026-06-30

Filed2026-07-08

HYD

VANECK ETF TRUST

8.90%

Shares6.8K

Event2026-06-30

Filed2026-07-08

PHILIP MORRIS INTL INC

-3.66%

Shares1.9K

Event2026-06-30

Filed2026-07-08

ARKX

ARK ETF TR

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-08

KROGER CO

-0.02%

Shares6.2K

Event2026-06-30

Filed2026-07-08

FDX

FEDEX CORP

96.44%

Shares1.1K

Event2026-06-30

Filed2026-07-08

CSX

CSX CORP

0.06%

Shares7.2K

Event2026-06-30

Filed2026-07-08

VICI

VICI PPTYS INC

New

Shares12.9K

Event2026-06-30

Filed2026-07-08

IWF

ISHARES TR

New

Shares2.7K

Event2026-06-30

Filed2026-07-08

NUE

NUCOR CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-08

BMY

BRISTOL-MYERS SQUIBB CO

-5.90%

Shares5.9K

Event2026-06-30

Filed2026-07-08

ISBA

ISABELLA BK CORP

New

Shares8.5K

Event2026-06-30

Filed2026-07-08

FNDF

SCHWAB STRATEGIC TR

-1.61%

Shares6.2K

Event2026-06-30

Filed2026-07-08

EVRG

EVERGY INC

3.10%

Shares3.8K

Event2026-06-30

Filed2026-07-08

COLGATE PALMOLIVE CO

-0.28%

Shares3.5K

Event2026-06-30

Filed2026-07-08

COFS

CHOICEONE FINANCIA

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-08

BAMG

NORTHERN LTS FD TR IV

-3.16%

Shares7.0K

Event2026-06-30

Filed2026-07-08

PFE

PFIZER INC

11.42%

Shares13.1K

Event2026-06-30

Filed2026-07-08

MGK

VANGUARD WORLD FD

418.37%

Shares3.6K

Event2026-06-30

Filed2026-07-08

QDEC

FIRST TR EXCHNG TRADED FD VI

New

Shares8.7K

Event2026-06-30

Filed2026-07-08

HDV

ISHARES TR

400.00%

Shares11.3K

Event2026-06-30

Filed2026-07-08

TFC

TRUIST FINL CORP

2.62%

Shares6.2K

Event2026-06-30

Filed2026-07-08

CMS

CMS ENERGY CORP

-0.05%

Shares4.0K

Event2026-06-30

Filed2026-07-08

SMMU

PIMCO ETF TR

3.93%

Shares6.0K

Event2026-06-30

Filed2026-07-08

LNT

ALLIANT ENERGY CORP

0.39%

Shares3.9K

Event2026-06-30

Filed2026-07-08

VEU

VANGUARD INTL EQUITY INDEX F

0.09%

Shares3.5K

Event2026-06-30

Filed2026-07-08

GE AEROSPACE

4.37%

Shares765

Event2026-06-30

Filed2026-07-08

IJR

ISHARES TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-08

MNST

MONSTER BEVERAGE CORP NEW

0.17%

Shares2.9K

Event2026-06-30

Filed2026-07-08

ORKA

ORUKA THERAPEUTICS INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-08

CEFA

GLOBAL X FDS

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-08

BSRR

SIERRA BANCORP

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-08

IDV

ISHARES TR

-2.11%

Shares6.4K

Event2026-06-30

Filed2026-07-08

XTRE

BONDBLOXX ETF TRUST

-99.42%

Shares5.3K

Event2026-06-30

Filed2026-07-08

NSC

NORFOLK SOUTHN CORP

New

Shares829

Event2026-06-30

Filed2026-07-08

ATO

ATMOS ENERGY CORP

6.14%

Shares1.5K

Event2026-06-30

Filed2026-07-08

VYM

VANGUARD WHITEHALL FDS

-57.72%

Shares1.6K

Event2026-06-30

Filed2026-07-08

BAMV

NORTHERN LTS FD TR IV

-4.95%

Shares7.2K

Event2026-06-30

Filed2026-07-08

DTM

DT MIDSTREAM INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-08

REALTY INCOME CORP

New

Shares4.0K

Event2026-06-30

Filed2026-07-08

BAMD

NORTHERN LTS FD TR IV

-2.58%

Shares7.5K

Event2026-06-30

Filed2026-07-08

VBK

VANGUARD INDEX FDS

New

Shares650

Event2026-06-30

Filed2026-07-08

FORD MTR CO

46.13%

Shares17.1K

Event2026-06-30

Filed2026-07-08

IEF

ISHARES TR

18.55%

Shares2.5K

Event2026-06-30

Filed2026-07-08

PDI

PIMCO DYNAMIC INCOME FD

New

Shares13.4K

Event2026-06-30

Filed2026-07-08

XLY

SELECT SECTOR SPDR TR

0.11%

Shares1.9K

Event2026-06-30

Filed2026-07-08

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares758

Event2026-06-30

Filed2026-07-08

XBJL

INNOVATOR ETFS TRUST

-35.01%

Shares5.4K

Event2026-06-30

Filed2026-07-08

IGIB

ISHARES TR

-99.47%

Shares4.0K

Event2026-06-30

Filed2026-07-08

ISHARES TR

-7.89%

Shares2.1K

Event2026-06-30

Filed2026-07-08

PPG

PPG INDS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-08

GEV

GE VERNOVA INC

New

Shares179

Event2026-06-30

Filed2026-07-08

PARKER-HANNIFIN CORP

New

Shares213

Event2026-06-30

Filed2026-07-08

NOC

NORTHROP GRUMMAN CORP

-3.33%

Shares406

Event2026-06-30

Filed2026-07-08

EDIV

SPDR INDEX SHS FDS

New

Shares5.0K

Event2026-06-30

Filed2026-07-08

DGRO

ISHARES TR

New

Shares2.7K

Event2026-06-30

Filed2026-07-08

CGDV

CAPITAL GROUP DIVIDEND VALUE

New

Shares4.1K

Event2026-06-30

Filed2026-07-08

MOD

MODINE MFG CO

New

Shares760

Event2026-06-30

Filed2026-07-08

VOE

VANGUARD INDEX FDS

New

Shares1.0K

Event2026-06-30

Filed2026-07-08

PSX

PHILLIPS 66

-1.33%

Shares1.2K

Event2026-06-30

Filed2026-07-08

BGC

BGC GROUP INC

New

Shares10.8K

Event2026-06-30

Filed2026-07-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available