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The Analysis of Mesirow Financial Investment Management, Inc.'s Holdings & P&L

Currently, Mesirow Financial Investment Management, Inc. holds 529 types of securities in its portfolio with a total value $6.4B. In the most recent quarter, they have increased their positions in IWF (+528.7K shares, valued at $65.7M), VUG (+524.0K shares, valued at $45.1M), AKRE (+550.0K shares, valued at $29.3M); decreased their positions in FPAG (-2.2M shares, valued at $89.1M), IJH (-824.1K shares, valued at $63.5M), IWR (-573.1K shares, valued at $63.2M); initiated new positions in N/A (+65.8K shares, valued at $9.9M), N/A (+356.5K shares, valued at $8.9M), N/A (+23.2K shares, valued at $5.2M).

1M P&L

-116.7M-2.16%

3M P&L

+134.1M+2.60%

HY P&L

-99.1M-1.84%

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/A2.9B

53.6%

2Insurance - Diversified491.0M

9.0%

3Internet Content & Information330.9M

6.0%

Top Industries by Stock Count

1N/A192 stocks

41.5%

2Utilities - Regulated Electric12 stocks

2.6%

3Aerospace & Defense12 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.B BERKSHIRE HATHAWAY INC DEL980.4K shares0.38%2026-06-302026-07-22

AAPL APPLE INC1.0M shares3.76%2026-06-302026-07-22

MOAT VANECK ETF TRUST2.6M shares-1.04%2026-06-302026-07-22

IJR ISHARES TR1.6M shares3.18%2026-06-302026-07-22

GOOG ALPHABET INC559.5K shares2.99%2026-06-302026-07-22

ISHARES TR ISHARES TR247.0K shares1.32%2026-06-302026-07-22

ITOT ISHARES TR1.1M shares2.08%2026-06-302026-07-22

VOO VANGUARD INDEX FDS219.3K shares5.50%2026-06-302026-07-22

Sponsored

GOOGL ALPHABET INC367.7K shares-1.33%2026-06-302026-07-22

MSFT MICROSOFT CORP314.3K shares-31.19%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO314.5K shares0.82%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T131.0K shares0.96%2026-06-302026-07-22

AMZN AMAZON COM INC410.2K shares0.57%2026-06-302026-07-22

IJH ISHARES TR1.2M shares-39.93%2026-06-302026-07-22

CAT CATERPILLAR INC89.3K shares-0.72%2026-06-302026-07-22

VXUS VANGUARD STAR FDS1.1M shares13.03%2026-06-302026-07-22

Sponsored

IWF ISHARES TR705.5K shares299.12%2026-06-302026-07-22

VYM VANGUARD WHITEHALL FDS554.0K shares0.29%2026-06-302026-07-22

FPAG INVESTMENT MANAGERS SER TR I2.1M shares-50.87%2026-06-302026-07-22

SGOV ISHARES TR779.0K shares12.76%2026-06-302026-07-22

GLD SPDR GOLD TR195.9K shares-3.43%2026-06-302026-07-22

AKRE PROFESIONALLY MANAGED PORTFO1.3M shares68.97%2026-06-302026-07-22

TCAF T ROWE PRICE EXCHANGE-TRADED1.6M shares3.19%2026-06-302026-07-22

IWR ISHARES TR553.0K shares-50.89%2026-06-302026-07-22

Sponsored

BROADCOM INC BROADCOM INC150.7K shares-5.83%2026-06-302026-07-22

RTX CORPORATION RTX CORPORATION290.2K shares0.44%2026-06-302026-07-22

VUG VANGUARD INDEX FDS622.4K shares532.61%2026-06-302026-07-22

FEGE RBB FUND TRUST1.1M shares16.00%2026-06-302026-07-22

IWD ISHARES TR196.5K shares-5.20%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS663.2K shares-0.07%2026-06-302026-07-22

VIG VANGUARD SPECIALIZED FUNDS197.5K shares0.28%2026-06-302026-07-22

BAC BANK OF AMER CORP814.0K shares-0.98%2026-06-302026-07-22

Sponsored

VTV VANGUARD INDEX FDS211.6K shares1.69%2026-06-302026-07-22

TMO THERMO FISHER SCIENTIFIC INC91.8K shares1.58%2026-06-302026-07-22

ISHARES TR ISHARES TR453.5K shares3.15%2026-06-302026-07-22

FDX FEDEX CORP132.9K shares0.32%2026-06-302026-07-22

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION44.3K shares2.39%2026-06-302026-07-22

ABBVIE INC ABBVIE INC159.0K shares0.29%2026-06-302026-07-22

MGC VANGUARD WORLD FD145.2K shares9.54%2026-06-302026-07-22

AOR ISHARES TR565.7K shares0.47%2026-06-302026-07-22

Sponsored

EFA ISHARES TR366.9K shares-49.34%2026-06-302026-07-22

LOW LOWES COS INC169.0K shares0.81%2026-06-302026-07-22

UNP UNION PAC CORP134.6K shares0.15%2026-06-302026-07-22

GLW CORNING INC141.4K shares-0.03%2026-06-302026-07-22

CVX CHEVRON CORPORATION199.0K shares-0.72%2026-06-302026-07-22

VT VANGUARD INTL EQUITY INDEX F209.2K shares1.57%2026-06-302026-07-22

LIN LINDE PLC61.8K shares0.13%2026-06-302026-07-22

VCSH VANGUARD SCOTTSDALE FDS404.1K shares7.32%2026-06-302026-07-22

Sponsored

VISA INC VISA INC89.0K shares1.10%2026-06-302026-07-22

TEL TE CONNECTIVITY PLC151.0K shares0.28%2026-06-302026-07-22

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC72.5K shares-0.09%2026-06-302026-07-22

VOE VANGUARD INDEX FDS149.7K shares1.19%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON115.7K shares0.61%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS79.1K shares2.85%2026-06-302026-07-22

IWM ISHARES TR95.1K shares-0.06%2026-06-302026-07-22

VO VANGUARD INDEX FDS353.9K shares319.41%2026-06-302026-07-22

Sponsored

SHY ISHARES TR335.6K shares-47.69%2026-06-302026-07-22

WMT WALMART INC235.3K shares0.33%2026-06-302026-07-22

NVDA NVIDIA CORPORATION132.1K shares-45.93%2026-06-302026-07-22

FITB FIFTH THIRD BANCORP463.2K shares-4.25%2026-06-302026-07-22

GAL SSGA ACTIVE ETF TR490.5K shares1.04%2026-06-302026-07-22

QQQ INVESCO QQQ TR34.9K shares-46.00%2026-06-302026-07-22

MASTERCARD INCORPORATED MASTERCARD INCORPORATED48.7K shares-2.29%2026-06-302026-07-22

AXP AMERICAN EXPRESS CO70.0K shares-0.51%2026-06-302026-07-22

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL31 shares-24.39%2026-06-302026-07-22

IVW ISHARES TR167.4K shares3.14%2026-06-302026-07-22

EEM ISHARES TR333.9K shares1.16%2026-06-302026-07-22

BLK BLACKROCK INC23.4K shares2.23%2026-06-302026-07-22

VONG VANGUARD SCOTTSDALE FDS174.4K shares3.57%2026-06-302026-07-22

IVE ISHARES TR97.9K shares-49.62%2026-06-302026-07-22

J JACOBS SOLUTIONS INC172.3K shares0.59%2026-06-302026-07-22

DIS DISNEY WALT CO223.2K shares1.87%2026-06-302026-07-22

Sponsored

IEMG ISHARES INC255.9K shares1.20%2026-06-302026-07-22

IBDR ISHARES TR872.3K shares-1.20%2026-06-302026-07-22

IWP ISHARES TR143.7K shares-48.39%2026-06-302026-07-22

SYK STRYKER CORPORATION65.8K shares1.88%2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC34.0K shares1.13%2026-06-302026-07-22

MDY STATE STR SPDR S&P MIDCAP 4027.1K shares0.77%2026-06-302026-07-22

CGBL CAPITAL GROUP CORE BALANCED502.0K shares14.25%2026-06-302026-07-22

VOOV VANGUARD ADMIRAL FDS INC85.3K shares2.06%2026-06-302026-07-22

Sponsored

LLY ELI LILLY & CO15.1K shares2.01%2026-06-302026-07-22

IBDS ISHARES TR742.1K shares0.36%2026-06-302026-07-22

HLT HILTON WORLDWIDE HLDGS INC53.3K shares0.38%2026-06-302026-07-22

PEP PEPSICO INC129.1K shares-32.31%2026-06-302026-07-22

HD HOME DEPOT INC49.3K shares-1.60%2026-06-302026-07-22

ORACLE CORP ORACLE CORP117.8K shares-49.29%2026-06-302026-07-22

SDY SPDR SERIES TRUST110.0K shares-0.27%2026-06-302026-07-22

IBDT ISHARES TR653.6K shares2.47%2026-06-302026-07-22

Sponsored

CRM SALESFORCE INC101.0K shares1.08%2026-06-302026-07-22

EPD ENTERPRISE PRODS PARTNERS L429.8K shares0.30%2026-06-302026-07-22

KO COCA COLA CO189.1K shares-4.01%2026-06-302026-07-22

DIVO AMPLIFY ETF TR333.1K shares12.50%2026-06-302026-07-22

ABT ABBOTT LABORATORIES167.7K shares2.69%2026-06-302026-07-22

SCHD SCHWAB STRATEGIC TR478.1K shares-0.88%2026-06-302026-07-22

XLK SELECT SECTOR SPDR TR79.1K shares-0.10%2026-06-302026-07-22

VWO VANGUARD INTL EQUITY INDEX F236.1K shares0.76%2026-06-302026-07-22

Sponsored

ALL ALLSTATE CORP58.6K shares0.14%2026-06-302026-07-22

IBDU ISHARES TR599.1K shares31.85%2026-06-302026-07-22

AOA ISHARES TR142.0K shares-6.78%2026-06-302026-07-22

VUSB VANGUARD BD INDEX FDS272.3K shares4.62%2026-06-302026-07-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND108.6K shares-1.02%2026-06-302026-07-22

DFAC DIMENSIONAL ETF TRUST304.0K shares6.73%2026-06-302026-07-22

COP CONOCOPHILLIPS119.0K shares1.52%2026-06-302026-07-22

SCHW SCHWAB CHARLES CORP133.4K shares0.59%2026-06-302026-07-22

Sponsored

IAU ISHARES GOLD TR161.0K shares1.04%2026-06-302026-07-22

IJJ ISHARES TR79.9K shares-0.16%2026-06-302026-07-22

SUB ISHARES TR109.6K shares-1.72%2026-06-302026-07-22

SBUX STARBUCKS CORP111.7K shares0.42%2026-06-302026-07-22

ENB ENBRIDGE INC193.6K shares-0.15%2026-06-302026-07-22

SMOT VANECK ETF TRUST268.0K shares-0.04%2026-06-302026-07-22

KMI KINDER MORGAN INC DEL323.0K shares-0.52%2026-06-302026-07-22

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC65.8K sharesnew addition2026-06-302026-07-22

Sponsored

RSP INVESCO EXCHANGE TRADED FD T46.6K shares-37.08%2026-06-302026-07-22

PFE PFIZER INC399.7K shares-14.68%2026-06-302026-07-22

PM PHILIP MORRIS INTL INC51.5K shares-52.84%2026-06-302026-07-22

MCD MCDONALDS CORP34.4K shares-17.36%2026-06-302026-07-22

DIM WISDOMTREE TR108.0K shares-0.57%2026-06-302026-07-22

INVESTMENT MANAGERS SER TR INVESTMENT MANAGERS SER TR356.5K sharesnew addition2026-06-302026-07-22

VB VANGUARD INDEX FDS28.7K shares1.72%2026-06-302026-07-22

EXXON MOBIL CORP EXXON MOBIL CORP62.8K shares-26.77%2026-06-302026-07-22

Sponsored

NTRS NORTHERN TR CORP49.3K shares-50.53%2026-06-302026-07-22

QLD PROSHARES TR87.8K shares2.07%2026-06-302026-07-22

CISCO SYS INC CISCO SYS INC70.8K shares-13.58%2026-06-302026-07-22

PG PROCTER & GAMBLE CO55.4K shares-50.67%2026-06-302026-07-22

SPYD SPDR SERIES TRUST168.0K shares14.67%2026-06-302026-07-22

ITW ILLINOIS TOOL WKS INC29.5K shares-4.40%2026-06-302026-07-22

PFF ISHARES TR249.4K shares2.32%2026-06-302026-07-22

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS61.5K shares-12.67%2026-06-302026-07-22

Sponsored

IBM INTERNATIONAL BUSINESS MACHS25.6K shares8.32%2026-06-302026-07-22

CBOE CBOE GLOBAL MKTS INC28.9K shares616.70%2026-06-302026-07-22

IXUS ISHARES TR66.9K shares1.58%2026-06-302026-07-22

NTRA NATERA INC23.2K shares-49.56%2026-06-302026-07-22

MU MICRON TECHNOLOGY INC5.3K shares-21.73%2026-06-302026-07-22

SOXX ISHARES TR9.5K shares1.62%2026-06-302026-07-22

IBTG ISHARES TR264.8K shares-8.28%2026-06-302026-07-22

FLXR TCW ETF TRUST154.0K shares17.30%2026-06-302026-07-22

Sponsored

TSLA TESLA INC14.2K shares1.33%2026-06-302026-07-22

GE GE AEROSPACE15.5K shares4.67%2026-06-302026-07-22

AEP AMERICAN ELEC PWR CO INC41.3K shares0.72%2026-06-302026-07-22

APH AMPHENOL CORP31.0K shares-0.87%2026-06-302026-07-22

AMGN AMGEN INC14.5K shares0.83%2026-06-302026-07-22

HONEYWELL INTL INC HONEYWELL INTL INC23.2K sharesnew addition2026-06-302026-07-22

ALPS ETF TR ALPS ETF TR99.6K shares3.45%2026-06-302026-07-22

GEV GE VERNOVA INC4.4K shares3.86%2026-06-302026-07-22

Sponsored

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC23.2K sharesnew addition2026-06-302026-07-22

MRK MERCK & CO INC39.4K shares-2.58%2026-06-302026-07-22

GRID FIRST TR EXCHANGE-TRADED FD26.0K shares62.76%2026-06-302026-07-22

IJT ISHARES TR27.8K shares3.81%2026-06-302026-07-22

MCS MARCUS CORP DEL208.8K shares-2.11%2026-06-302026-07-22

UBER UBER TECHNOLOGIES INC67.8K shares-0.37%2026-06-302026-07-22

NETFLIX INC. NETFLIX INC.66.8K shares-49.27%2026-06-302026-07-22

VOOG VANGUARD ADMIRAL FDS INC57.0K shares475.02%2026-06-302026-07-22

Sponsored

ADOBE INC ADOBE INC22.8K shares-7.06%2026-06-302026-07-22

TJX TJX COS INC NEW30.6K shares-0.14%2026-06-302026-07-22

TSM TAIWAN SEMICONDUCTOR MANUFAC8.9K shares-2.77%2026-06-302026-07-22

COMP COMPASS INC341.0K shares0.00%2026-06-302026-07-22

MCK MCKESSON CORP5.5K shares-5.34%2026-06-302026-07-22

BOTZ GLOBAL X FDS109.0K shares-4.94%2026-06-302026-07-22

HWM HOWMET AEROSPACE INC15.3K shares-1.35%2026-06-302026-07-22

TT TRANE TECHNOLOGIES PLC8.3K shares4.60%2026-06-302026-07-22

Sponsored

IGSB ISHARES TR76.9K shares5.68%2026-06-302026-07-22

CEG CONSTELLATION ENERGY CORP15.5K shares0.47%2026-06-302026-07-22

MO ALTRIA GROUP INC52.9K shares-4.61%2026-06-302026-07-22

VANECK ETF TRUST VANECK ETF TRUST50.0K shares-1.49%2026-06-302026-07-22

ISHARES TR ISHARES TR37.9K shares2.72%2026-06-302026-07-22

CL COLGATE PALMOLIVE CO40.8K shares-6.55%2026-06-302026-07-22

BND VANGUARD BD INDEX FDS50.5K shares1.79%2026-06-302026-07-22

CME CME GROUP INC16.7K shares-0.52%2026-06-302026-07-22

Sponsored

DFAX DIMENSIONAL ETF TRUST99.3K shares9.83%2026-06-302026-07-22

SOR SOURCE CAPITAL75.4K shares0.08%2026-06-302026-07-22

INTC INTEL CORP24.8K shares5.92%2026-06-302026-07-22

QUAL ISHARES TR15.8K shares-3.84%2026-06-302026-07-22

HSY HERSHEY CO19.1K shares-0.08%2026-06-302026-07-22

C CITIGROUP INC23.7K shares9.87%2026-06-302026-07-22

BA BOEING CO15.2K shares-0.68%2026-06-302026-07-22

OKE ONEOK INC NEW37.8K shares-49.92%2026-06-302026-07-22

Sponsored

VNQ VANGUARD INDEX FDS32.8K shares3.23%2026-06-302026-07-22

CM CANADIAN IMPERIAL BANK OF CO27.0K shares0.06%2026-06-302026-07-22

PANW PALO ALTO NETWORKS INC8.9K shares2.19%2026-06-302026-07-22

ADP AUTOMATIC DATA PROCESSING IN13.4K shares-3.34%2026-06-302026-07-22

VONV VANGUARD SCOTTSDALE FDS27.9K shares-5.37%2026-06-302026-07-22

AMD ADVANCED MICRO DEVICES INC4.8K shares1.74%2026-06-302026-07-22

KKR KKR & CO INC30.5K shares-0.53%2026-06-302026-07-22

DCOR DIMENSIONAL ETF TRUST33.9K shares3.14%2026-06-302026-07-22

Sponsored

COF CAPITAL ONE FINL CORP13.8K shares-10.56%2026-06-302026-07-22

KLAC KLA CORP9.0K shares821.53%2026-06-302026-07-22

GWW WW GRAINGER INC2.0K shares0.10%2026-06-302026-07-22

DE DEERE & CO4.2K shares-4.07%2026-06-302026-07-22

NKE NIKE INC64.5K shares-77.90%2026-06-302026-07-22

PSX PHILLIPS 6615.5K shares-49.82%2026-06-302026-07-22

MS MORGAN STANLEY12.4K shares-45.75%2026-06-302026-07-22

WEC WEC ENERGY GROUP INC21.9K shares-2.97%2026-06-302026-07-22

Sponsored

XLE SELECT SECTOR SPDR TR47.8K shares0.51%2026-06-302026-07-22

DHR DANAHER CORP DEL13.3K shares-2.75%2026-06-302026-07-22

RYLD GLOBAL X FDS158.5K shares3.03%2026-06-302026-07-22

GS GOLDMAN SACHS GROUP INC2.4K shares-10.49%2026-06-302026-07-22

IWB ISHARES TR5.9K shares0.17%2026-06-302026-07-22

PICK ISHARES INC40.5K shares0.01%2026-06-302026-07-22

LMT LOCKHEED MARTIN CORP4.6K shares2.66%2026-06-302026-07-22

EXC EXELON CORP49.7K shares-0.90%2026-06-302026-07-22

Sponsored

DGRW WISDOMTREE TR24.2K shares2.39%2026-06-302026-07-22

VGT VANGUARD WORLD FD19.1K shares801.51%2026-06-302026-07-22

CVS CVS HEALTH CORP21.7K shares7.10%2026-06-302026-07-22

CHD CHURCH & DWIGHT CO INC23.0K shares0.20%2026-06-302026-07-22

MPC MARATHON PETE CORP8.6K shares12.64%2026-06-302026-07-22

ESGV VANGUARD WORLD FD16.3K shares0.30%2026-06-302026-07-22

T AT&T INC101.2K shares12.67%2026-06-302026-07-22

CIBR FIRST TR EXCHANGE-TRADED FD23.2K shares-0.77%2026-06-302026-07-22

Sponsored

QYLD GLOBAL X FDS112.5K shares7.25%2026-06-302026-07-22

PGR PROGRESSIVE CORP9.3K shares0.42%2026-06-302026-07-22

BX BLACKSTONE INC16.8K shares-11.05%2026-06-302026-07-22

VZ VERIZON COMMUNICATIONS INC45.5K shares-9.39%2026-06-302026-07-22

ASML ASML HLDG NV943 shares67.50%2026-06-302026-07-22

XYL XYLEM INC15.8K shares0.27%2026-06-302026-07-22

BMY BRISTOL-MYERS SQUIBB CO32.0K shares33.15%2026-06-302026-07-22

NEXTERA ENERGY INC NEXTERA ENERGY INC20.9K shares-47.68%2026-06-302026-07-22

Sponsored

SHEL SHELL PLC23.4K shares0.60%2026-06-302026-07-22

TXN TEXAS INSTRS INC5.9K shares-9.98%2026-06-302026-07-22

IGF ISHARES TR26.4K shares7.11%2026-06-302026-07-22

DFAI DIMENSIONAL ETF TRUST42.4K shares9.95%2026-06-302026-07-22

CORTEVA INC CORTEVA INC20.1K shares-1.38%2026-06-302026-07-22

EMR EMERSON ELEC CO11.9K shares0.44%2026-06-302026-07-22

AMT AMERICAN TOWER CORP10.4K shares-4.63%2026-06-302026-07-22

NUE NUCOR CORP7.5K shares-50.00%2026-06-302026-07-22

Sponsored

MSI MOTOROLA SOLUTIONS INC4.0K shares-53.03%2026-06-302026-07-22

XLF SELECT SECTOR SPDR TR30.7K shares2.67%2026-06-302026-07-22

MRVL MARVELL TECHNOLOGY INC5.4K shares-4.01%2026-06-302026-07-22

AON AON PLC4.9K shares-0.78%2026-06-302026-07-22

VBR VANGUARD INDEX FDS6.6K shares3.53%2026-06-302026-07-22

MAR MARRIOTT INTL INC NEW4.3K shares0.07%2026-06-302026-07-22

QCOM QUALCOMM INC8.5K shares4.92%2026-06-302026-07-22

ACWI ISHARES TR10.0K shares0.50%2026-06-302026-07-22

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DASH DOORDASH INC8.5K shares443.85%2026-06-302026-07-22

IVES WEDBUSH SER TR41.3K shares103.70%2026-06-302026-07-22

CIEN CIENA CORP3.2K shares-18.16%2026-06-302026-07-22

LQD ISHARES TR14.0K shares-0.49%2026-06-302026-07-22

EQH EQUITABLE HLDGS INC34.4K shares0.78%2026-06-302026-07-22

YUM YUM BRANDS INC9.3K shares-4.40%2026-06-302026-07-22

GD GENERAL DYNAMICS CORP4.2K shares1.62%2026-06-302026-07-22

DBA INVESCO DB MULTI-SECTOR COMM54.3K shares-50.00%2026-06-302026-07-22

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VEU VANGUARD INTL EQUITY INDEX F17.0K shares0.15%2026-06-302026-07-22

XBI SPDR SERIES TRUST9.0K shares97.47%2026-06-302026-07-22

DVY ISHARES TR9.0K shares-2.13%2026-06-302026-07-22

DUK DUKE ENERGY CORP NEW11.1K shares-0.95%2026-06-302026-07-22

SOUTHERN CO SOUTHERN CO14.6K shares5.97%2026-06-302026-07-22

GPZ VANECK ETF TRUST64.5K shares46.85%2026-06-302026-07-22

VBIL VANGUARD INSTL INDEX FD17.9K sharesnew addition2026-06-302026-07-22

SCCO SOUTHERN COPPER CORP7.5K shares-6.16%2026-06-302026-07-22

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WASTE MGMT INC DEL WASTE MGMT INC DEL5.9K shares-2.70%2026-06-302026-07-22

BK BANK OF NY MELLON CORP8.9K shares0.25%2026-06-302026-07-22

BSV VANGUARD BD INDEX FDS16.3K shares-3.24%2026-06-302026-07-22

CSQ CALAMOS STRATEGIC TOTAL RETU61.2K shares0.33%2026-06-302026-07-22

ARES CAPITAL CORP ARES CAPITAL CORP67.7K shares-0.88%2026-06-302026-07-22

BOX INC BOX INC47.2K shares-12.60%2026-06-302026-07-22

APPLIED MATLS INC APPLIED MATLS INC1.7K shares-1.04%2026-06-302026-07-22

BXSL BLACKSTONE SECD LENDING FD51.7K shares42.47%2026-06-302026-07-22

Sponsored

WFC WELLS FARGO & CO14.8K shares0.34%2026-06-302026-07-22

BDX BECTON DICKINSON & CO8.0K shares2.80%2026-06-302026-07-22

SCHF SCHWAB STRATEGIC TR43.2K shares4.47%2026-06-302026-07-22

EFV ISHARES TR15.5K shares1.29%2026-06-302026-07-22

FREEPORT MCMORAN INC FREEPORT MCMORAN INC18.8K shares1.95%2026-06-302026-07-22

DELL DELL TECHNOLOGIES INC2.6K shares12.27%2026-06-302026-07-22

PNW PINNACLE WEST CAP CORP10.6K shares-52.05%2026-06-302026-07-22

ETN EATON CORP PLC2.6K shares-1.43%2026-06-302026-07-22

Sponsored

PRU PRUDENTIAL FINL INC10.3K shares88.23%2026-06-302026-07-22

VGSH VANGUARD SCOTTSDALE FDS18.8K shares48.75%2026-06-302026-07-22

CMCSA COMCAST CORP NEW43.9K shares-6.29%2026-06-302026-07-22

QUANTA SVCS INC QUANTA SVCS INC1.5K shares-0.73%2026-06-302026-07-22

MDLZ MONDELEZ INTL INC18.4K shares-55.01%2026-06-302026-07-22

USB US BANCORP17.4K shares0.52%2026-06-302026-07-22

OEF ISHARES TR2.9K shares0.00%2026-06-302026-07-22

IWO ISHARES TR2.7K shares0.00%2026-06-302026-07-22

Sponsored

WBD WARNER BROS DISCOVERY INC38.2K shares-0.62%2026-06-302026-07-22

PXF INVESCO EXCH TRADED FD TR II13.4K shares-1.11%2026-06-302026-07-22

ED CONSOLIDATED EDISON INC9.1K shares-2.86%2026-06-302026-07-22

CARR CARRIER GLOBAL CORPORATION13.7K shares3.67%2026-06-302026-07-22

SCZ ISHARES TR12.1K shares3.99%2026-06-302026-07-22

REGN REGENERON PHARMACEUTICALS1.6K shares-7.70%2026-06-302026-07-22

AMERIPRISE FINL INC AMERIPRISE FINL INC2.1K shares0.05%2026-06-302026-07-22

B BARRICK MNG CORP26.3K shares0.00%2026-06-302026-07-22

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TDG TRANSDIGM GROUP INC711 shares-0.70%2026-06-302026-07-22

UPS UNITED PARCEL SVCS INC8.8K shares1.43%2026-06-302026-07-22

NLY ANNALY CAPITAL MANAGEMENT IN41.9K shares16.62%2026-06-302026-07-22

BHP BHP BILLITON LIMITED11.1K shares0.00%2026-06-302026-07-22

DLN WISDOMTREE TR9.4K shares-0.20%2026-06-302026-07-22

IYM ISHARES TR5.0K shares0.02%2026-06-302026-07-22

GSK PLC GSK PLC17.1K shares0.08%2026-06-302026-07-22

IWS ISHARES TR5.4K shares-50.48%2026-06-302026-07-22

Sponsored

3M CO 3M CO5.4K shares-21.88%2026-06-302026-07-22

GILD GILEAD SCIENCES INC6.8K shares0.81%2026-06-302026-07-22

MOTI VANECK ETF TRUST25.9K shares14.35%2026-06-302026-07-22

HSBC HSBC HLDGS PLC8.9K shares0.08%2026-06-302026-07-22

BHK BLACKROCK CORE BD TR92.0K shares23.98%2026-06-302026-07-22

HYG ISHARES TR10.5K shares0.00%2026-06-302026-07-22

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR18.2K shares3.15%2026-06-302026-07-22

SLV ISHARES SILVER TR15.4K shares59.51%2026-06-302026-07-22

Sponsored

DFUV DIMENSIONAL ETF TRUST15.0K shares21.78%2026-06-302026-07-22

CHUBB LIMITED CHUBB LIMITED2.4K shares0.00%2026-06-302026-07-22

COO COOPER COS INC11.1K shares2.54%2026-06-302026-07-22

WTW WILLIS TOWERS WATSON PLC LTD3.0K shares-3.05%2026-06-302026-07-22

AOM ISHARES TR15.3K shares1.19%2026-06-302026-07-22

SHM SPDR SERIES TRUST15.9K shares0.03%2026-06-302026-07-22

Q QNITY ELECTRONICS INC4.6K shares0.19%2026-06-302026-07-22

LHX L3HARRIS TECHNOLOGIES INC2.6K shares-1.10%2026-06-302026-07-22

Sponsored

DIA STATE STR SPDR DOW JONES IND1.4K shares0.42%2026-06-302026-07-22

AIFD TCW ETF TRUST13.5K shares117.27%2026-06-302026-07-22

LRCX LAM RESEARCH CORP1.7K shares-0.46%2026-06-302026-07-22

CP CANADIAN PACIFIC KANSAS CITY8.6K shares0.56%2026-06-302026-07-22

HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC9.5K shares3.95%2026-06-302026-07-22

ADSK AUTODESK INC3.8K shares0.00%2026-06-302026-07-22

VYMI VANGUARD WHITEHALL FDS7.5K shares0.00%2026-06-302026-07-22

SRE SEMPRA7.9K shares0.69%2026-06-302026-07-22

Sponsored

CSX CSX CORP15.4K shares6.09%2026-06-302026-07-22

NSC NORFOLK SOUTHN CORP2.3K shares0.26%2026-06-302026-07-22

F FORD MTR CO51.7K shares105.07%2026-06-302026-07-22

DSI ISHARES TR5.0K shares-0.20%2026-06-302026-07-22

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP4.1K sharesnew addition2026-06-302026-07-22

VXF VANGUARD INDEX FDS2.9K shares19.49%2026-06-302026-07-22

IBTH ISHARES TR31.1K shares-6.77%2026-06-302026-07-22

ADVISORSHARES TR ADVISORSHARES TR136.6K shares8.76%2026-06-302026-07-22

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL719 shares-2.71%2026-06-302026-07-22

DTE DTE ENERGY CO4.5K shares0.44%2026-06-302026-07-22

CTAS CINTAS CORP4.0K shares16.95%2026-06-302026-07-22

CGDG CAPITAL GROUP DIVIDEND GROWE18.2K shares0.30%2026-06-302026-07-22

NVS NOVARTIS AG4.3K shares-49.87%2026-06-302026-07-22

ORI OLD REP INTL CORP16.6K shares0.00%2026-06-302026-07-22

TTD THE TRADE DESK INC37.3K shares-0.05%2026-06-302026-07-22

VV VANGUARD INDEX FDS1.9K shares0.15%2026-06-302026-07-22

Sponsored

GM GENERAL MTRS CO8.6K shares29.95%2026-06-302026-07-22

COKE COCA COLA CONS INC3.5K shares0.58%2026-06-302026-07-22

FFIN FIRST FINL BANKSHARES INC19.2K shares0.00%2026-06-302026-07-22

ES EVERSOURCE ENERGY9.1K shares0.42%2026-06-302026-07-22

TGT TARGET CORP5.0K shares9.03%2026-06-302026-07-22

ECL ECOLAB INC2.3K shares13.11%2026-06-302026-07-22

DFAT DIMENSIONAL ETF TRUST9.2K shares-2.36%2026-06-302026-07-22

NOC NORTHROP GRUMMAN CORP1.3K shares-50.16%2026-06-302026-07-22

Sponsored

PH PARKER-HANNIFIN CORP650 shares-50.00%2026-06-302026-07-22

QQQM INVESCO EXCH TRADED FD TR II2.1K shares-44.96%2026-06-302026-07-22

VOT VANGUARD INDEX FDS2.0K shares0.05%2026-06-302026-07-22

BWXT BWX TECHNOLOGIES INC3.2K shares0.06%2026-06-302026-07-22

XYLD GLOBAL X FDS15.2K shares14.66%2026-06-302026-07-22

STT STATE STR CORP3.6K shares0.22%2026-06-302026-07-22

MEDTRONIC PLC MEDTRONIC PLC7.8K shares140.02%2026-06-302026-07-22

BP BP PLC16.4K shares-0.78%2026-06-302026-07-22

Sponsored

KVUE KENVUE INC31.7K shares0.53%2026-06-302026-07-22

DVN DEVON ENERGY CORP NEW14.6K shares9.17%2026-06-302026-07-22

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC5.1K shares-48.98%2026-06-302026-07-22

SWK STANLEY BLACK & DECKER INC6.3K shares1.82%2026-06-302026-07-22

CI THE CIGNA GROUP2.1K shares-0.33%2026-06-302026-07-22

VMC VULCAN MATLS CO2.0K shares0.00%2026-06-302026-07-22

TC ENERGY CORP TC ENERGY CORP8.5K shares0.02%2026-06-302026-07-22

FDL FIRST TR EXCHANGE-TRADED FD11.6K shares0.00%2026-06-302026-07-22

Sponsored

WELL WELLTOWER INC2.5K shares-18.56%2026-06-302026-07-22

DFLV DIMENSIONAL ETF TRUST14.1K shares55.09%2026-06-302026-07-22

PHO INVESCO EXCHANGE TRADED FD T7.9K shares-47.32%2026-06-302026-07-22

CRCL CIRCLE INTERNET GROUP INC8.8K shares0.00%2026-06-302026-07-22

FTV FORTIVE CORP8.9K shares-1.66%2026-06-302026-07-22

EBAY EBAY INC.4.8K shares-73.05%2026-06-302026-07-22

RKLB ROCKET LAB CORP5.2K shares29.31%2026-06-302026-07-22

DBC INVESCO DB COMMDY INDX TRCK19.6K shares-50.00%2026-06-302026-07-22

Sponsored

WMB WILLIAMS COS INC7.0K shares-13.56%2026-06-302026-07-22

VTIP VANGUARD MALVERN FDS10.3K shares1.94%2026-06-302026-07-22

IWV ISHARES TR1.2K shares0.00%2026-06-302026-07-22

ADI ANALOG DEVICES INC1.3K shares3.47%2026-06-302026-07-22

KHC KRAFT HEINZ CO21.6K shares-10.32%2026-06-302026-07-22

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.5K shares-1.54%2026-06-302026-07-22

VSGX VANGUARD WORLD FD6.1K shares1.87%2026-06-302026-07-22

GBTC GRAYSCALE BITCOIN TRUST ETF10.9K shares13.08%2026-06-302026-07-22

Sponsored

IBB ISHARES TR2.6K shares0.00%2026-06-302026-07-22

XLV SELECT SECTOR SPDR TR3.0K shares1.81%2026-06-302026-07-22

IGV ISHARES TR5.3K shares0.47%2026-06-302026-07-22

ZOETIS INC ZOETIS INC6.6K shares-85.19%2026-06-302026-07-22

KEYS KEYSIGHT TECHNOLOGIES INC1.3K sharesnew addition2026-06-302026-07-22

NUV NUVEEN MUN VALUE FD INC49.9K shares-49.90%2026-06-302026-07-22

AUR AURORA INNOVATION INC67.4K shares86.70%2026-06-302026-07-22

LFUS LITTELFUSE INC1.0K shares0.00%2026-06-302026-07-22

Sponsored

ISSC INNOVATIVE SOLUTIONS & SUPPO25.2K shares-7.35%2026-06-302026-07-22

VRT VERTIV HOLDINGS CO1.3K shares56.26%2026-06-302026-07-22

EW EDWARDS LIFESCIENCES CORP4.9K shares0.00%2026-06-302026-07-22

SLF SUN LIFE FINANCIAL INC.5.7K shares0.34%2026-06-302026-07-22

S&P GLOBAL INC S&P GLOBAL INC1.1K shares-9.20%2026-06-302026-07-22

VBK VANGUARD INDEX FDS1.2K shares30.22%2026-06-302026-07-22

TYL TYLER TECHNOLOGIES INC1.5K shares-23.66%2026-06-302026-07-22

VCIT VANGUARD SCOTTSDALE FDS5.3K shares1.20%2026-06-302026-07-22

Sponsored

SPYG SPDR SERIES TRUST3.6K shares12.61%2026-06-302026-07-22

WAT WATERS CORP1.1K shares8.58%2026-06-302026-07-22

ICCC IMMUCELL CORP42.5K shares0.00%2026-06-302026-07-22

BMO BANK MONTREAL MEDIUM2.4K shares0.04%2026-06-302026-07-22

DRI DARDEN RESTAURANTS INC2.1K shares4.25%2026-06-302026-07-22

RIO RIO TINTO PLC4.5K shares0.11%2026-06-302026-07-22

PEG PUBLIC SVC ENTERPRISE GROUP5.2K shares0.53%2026-06-302026-07-22

ETR ENTERGY CORP NEW3.6K shares-1.50%2026-06-302026-07-22

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC539 shares3.26%2026-06-302026-07-22

GNRC GENERAC HLDGS INC1.4K shares0.00%2026-06-302026-07-22

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC3.0K sharesnew addition2026-06-302026-07-22

IWN ISHARES TR1.8K shares17.98%2026-06-302026-07-22

ELS EQUITY LIFESTYLE PROPERTIES6.1K shares0.18%2026-06-302026-07-22

FNWD FINWARD BANCORP10.7K shares0.00%2026-06-302026-07-22

ORLY OREILLY AUTOMOTIVE INC4.3K shares-52.51%2026-06-302026-07-22

TPL TEXAS PACIFIC LAND CORPORATI894 shares2.52%2026-06-302026-07-22

Sponsored

ITA ISHARES TR1.6K shares1.60%2026-06-302026-07-22

STNC HENNESSY FDS TR10.0K shares0.00%2026-06-302026-07-22

INVESTMENT MANAGERS SER TR I INVESTMENT MANAGERS SER TR I15.5K shares-49.69%2026-06-302026-07-22

XEL XCEL ENERGY INC4.7K shares8.24%2026-06-302026-07-22

SOLS SOLSTICE ADVANCED MATLS INC4.3K shares-3.17%2026-06-302026-07-22

HII HUNTINGTON INGALLS INDS INC1.4K shares25.70%2026-06-302026-07-22

CMI CUMMINS INC529 shares25.36%2026-06-302026-07-22

NI NISOURCE INC7.9K shares0.20%2026-06-302026-07-22

Sponsored

NEM NEWMONT CORP4.0K shares-48.72%2026-06-302026-07-22

ASTRAZENECA PLC ASTRAZENECA PLC2.0K shares-10.54%2026-06-302026-07-22

AVDE AMERICAN CENTY ETF TR4.1K shares45.30%2026-06-302026-07-22

GUIDEWIRE SOFTWARE INC GUIDEWIRE SOFTWARE INC3.0K shares0.00%2026-06-302026-07-22

VCR VANGUARD WORLD FD922 shares5.73%2026-06-302026-07-22

IEF ISHARES TR3.9K shares-49.87%2026-06-302026-07-22

SERVICENOW INC SERVICENOW INC3.7K shares20.98%2026-06-302026-07-22

AVEM AMERICAN CENTY ETF TR3.7K shares-1.92%2026-06-302026-07-22

Sponsored

MLM MARTIN MARIETTA MATLS INC625 shares-0.95%2026-06-302026-07-22

DJP BARCLAYS BANK PLC8.1K shares0.00%2026-06-302026-07-22

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC2.5K shares-24.57%2026-06-302026-07-22

IGE ISHARES TR6.2K shares-50.00%2026-06-302026-07-22

IXG ISHARES TR2.8K shares0.00%2026-06-302026-07-22

IXC ISHARES TR7.0K shares0.00%2026-06-302026-07-22

AVUS AMERICAN CENTY ETF TR2.7K shares32.79%2026-06-302026-07-22

MET METLIFE INC4.0K shares33.03%2026-06-302026-07-22

Sponsored

OTIS OTIS WORLDWIDE CORP4.7K shares-49.75%2026-06-302026-07-22

YUMC YUM CHINA HLDGS INC8.2K shares-2.60%2026-06-302026-07-22

DHI D R HORTON INC2.1K shares0.39%2026-06-302026-07-22

MTUM ISHARES TR964 sharesnew addition2026-06-302026-07-22

PAVE GLOBAL X FDS5.6K shares0.00%2026-06-302026-07-22

HIG HARTFORD INSURANCE GROUP INC2.5K shares3.76%2026-06-302026-07-22

RSI RUSH STREET INTERACTIVE INC10.9K shares0.00%2026-06-302026-07-22

TER TERADYNE INC670 sharesnew addition2026-06-302026-07-22

Sponsored

PPH VANECK ETF TRUST3.0K shares0.00%2026-06-302026-07-22

IXN ISHARES TR2.2K shares0.05%2026-06-302026-07-22

VLO VALERO ENERGY CORP1.2K sharesnew addition2026-06-302026-07-22

PLD PROLOGIS INC.2.3K shares2.10%2026-06-302026-07-22

IYH ISHARES TR4.7K shares-0.69%2026-06-302026-07-22

SHW SHERWIN WILLIAMS CO905 shares0.00%2026-06-302026-07-22

VRTX VERTEX PHARMACEUTICALS INC628 shares-7.37%2026-06-302026-07-22

EMXC ISHARES INC3.0K sharesnew addition2026-06-302026-07-22

Sponsored

DOW DOW HLDGS INC11.3K shares-3.67%2026-06-302026-07-22

DUOT DUOS TECHNOLOGIES GROUP INC25.6K shares0.00%2026-06-302026-07-22

BIV VANGUARD BD INDEX FDS4.0K shares0.05%2026-06-302026-07-22

GIS GENERAL MILLS INC8.7K shares-0.06%2026-06-302026-07-22

IYW ISHARES TR1.2K shares0.00%2026-06-302026-07-22

DFIV DIMENSIONAL ETF TRUST5.5K sharesnew addition2026-06-302026-07-22

APPLOVIN CORP APPLOVIN CORP579 shares-1.36%2026-06-302026-07-22

HAL HALLIBURTON CO8.7K shares0.03%2026-06-302026-07-22

Sponsored

AEM AGNICO EAGLE MINES LTD1.9K shares35.71%2026-06-302026-07-22

KMB KIMBERLY-CLARK CORP2.7K shares-2.17%2026-06-302026-07-22

ICE INTERCONTINENTAL EXCHANGE IN2.4K shares13.98%2026-06-302026-07-22

RSG REPUBLIC SVCS INC1.4K shares0.22%2026-06-302026-07-22

UNITY SOFTWARE INC UNITY SOFTWARE INC10.0K shares0.00%2026-06-302026-07-22

VHT VANGUARD WORLD FD938 shares-7.68%2026-06-302026-07-22

SMH VANECK ETF TRUST425 sharesnew addition2026-06-302026-07-22

TSSI TSS INC DEL22.6K shares0.00%2026-06-302026-07-22

Sponsored

HPE HEWLETT PACKARD ENTERPRISE C6.1K sharesnew addition2026-06-302026-07-22

VNLA JANUS DETROIT STR TR5.7K shares0.00%2026-06-302026-07-22

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC2.1K shares-4.94%2026-06-302026-07-22

AVDV AMERICAN CENTY ETF TR2.7K shares0.00%2026-06-302026-07-22

APD AIR PRODUCTS AND CHEMICALS I934 shares0.32%2026-06-302026-07-22

SCHV SCHWAB STRATEGIC TR7.8K shares0.00%2026-06-302026-07-22

CBRE CBRE GROUP INC2.0K shares0.00%2026-06-302026-07-22

GMED GLOBUS MED INC3.4K shares0.00%2026-06-302026-07-22

Sponsored

SPG SIMON PPTY GROUP INC NEW1.2K sharesnew addition2026-06-302026-07-22

FHLC FIDELITY COVINGTON TRUST3.3K shares0.00%2026-06-302026-07-22

SEABRIDGE GOLD INC SEABRIDGE GOLD INC10.0K sharesnew addition2026-06-302026-07-22

XLP SELECT SECTOR SPDR TR3.1K shares4.65%2026-06-302026-07-22

NAMS NEWAMSTERDAM PHARMA COMPANY7.5K shares-51.62%2026-06-302026-07-22

O REALTY INCOME CORP4.1K shares-18.02%2026-06-302026-07-22

SPSM SPDR SERIES TRUST4.4K shares0.23%2026-06-302026-07-22

COR CENCORA INC884 shares0.00%2026-06-302026-07-22

Sponsored

DTM DT MIDSTREAM INC1.7K shares0.30%2026-06-302026-07-22

FNDX SCHWAB STRATEGIC TR8.0K shares0.00%2026-06-302026-07-22

DFSV DIMENSIONAL ETF TRUST6.4K sharesnew addition2026-06-302026-07-22

TSEM TOWER SEMICONDUCTOR LTD945 shares-49.87%2026-06-302026-07-22

DG DOLLAR GEN CORP2.1K sharesnew addition2026-06-302026-07-22

MP MP MATERIALS CORP4.3K sharesnew addition2026-06-302026-07-22

CAKE CHEESECAKE FACTORY INC3.0K sharesnew addition2026-06-302026-07-22

ESGU ISHARES TR1.5K shares0.00%2026-06-302026-07-22

Sponsored

EIS ISHARES INC2.0K shares4.90%2026-06-302026-07-22

UL UNILEVER PLC3.9K shares-26.19%2026-06-302026-07-22

BAX BAXTER INTL INC10.9K shares0.32%2026-06-302026-07-22

IBMP ISHARES TR9.1K sharesnew addition2026-06-302026-07-22

CVLC MORGAN STANLEY ETF TRUST2.4K sharesnew addition2026-06-302026-07-22

GEHC GE HEALTHCARE TECHNOLOGIES I3.6K shares-3.97%2026-06-302026-07-22

GNR SPDR INDEX SHS FDS3.4K shares0.72%2026-06-302026-07-22

CAH CARDINAL HEALTH INC947 shares0.00%2026-06-302026-07-22

Sponsored

BCAL CALIFORNIA BANCORP10.8K shares0.54%2026-06-302026-07-22

WQTM WISDOMTREE TR5.8K sharesnew addition2026-06-302026-07-22

OCSL OAKTREE SPECIALTY LENDING18.3K shares-24.70%2026-06-302026-07-22

ONB OLD NATL BANCORP IND8.3K sharesnew addition2026-06-302026-07-22

NEPH NEPHROS INC60.0K shares-50.00%2026-06-302026-07-22

PCAR PACCAR INC1.8K sharesnew addition2026-06-302026-07-22

OXY OCCIDENTAL PETE CORP4.4K shares-48.20%2026-06-302026-07-22

NVO NOVO-NORDISK A S4.4K sharesnew addition2026-06-302026-07-22

Sponsored

AGI ALAMOS GOLD INC6.9K shares0.09%2026-06-302026-07-22

IDEXX LABS INC IDEXX LABS INC395 shares-4.36%2026-06-302026-07-22

CMC COMMERCIAL METALS CO3.3K shares0.30%2026-06-302026-07-22

IJS ISHARES TR1.5K sharesnew addition2026-06-302026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.38%

Shares980.4K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

3.76%

Shares1.0M

Event2026-06-30

Filed2026-07-22

MOAT

VANECK ETF TRUST

-1.04%

Shares2.6M

Event2026-06-30

Filed2026-07-22

IJR

ISHARES TR

3.18%

Shares1.6M

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

2.99%

Shares559.5K

Event2026-06-30

Filed2026-07-22

ISHARES TR

1.32%

Shares247.0K

Event2026-06-30

Filed2026-07-22

ITOT

ISHARES TR

2.08%

Shares1.1M

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

5.50%

Shares219.3K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

-1.33%

Shares367.7K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

-31.19%

Shares314.3K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

0.82%

Shares314.5K

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

0.96%

Shares131.0K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

0.57%

Shares410.2K

Event2026-06-30

Filed2026-07-22

IJH

ISHARES TR

-39.93%

Shares1.2M

Event2026-06-30

Filed2026-07-22

CAT

CATERPILLAR INC

-0.72%

Shares89.3K

Event2026-06-30

Filed2026-07-22

VXUS

VANGUARD STAR FDS

13.03%

Shares1.1M

Event2026-06-30

Filed2026-07-22

IWF

ISHARES TR

299.12%

Shares705.5K

Event2026-06-30

Filed2026-07-22

VYM

VANGUARD WHITEHALL FDS

0.29%

Shares554.0K

Event2026-06-30

Filed2026-07-22

FPAG

INVESTMENT MANAGERS SER TR I

-50.87%

Shares2.1M

Event2026-06-30

Filed2026-07-22

SGOV

ISHARES TR

12.76%

Shares779.0K

Event2026-06-30

Filed2026-07-22

GLD

SPDR GOLD TR

-3.43%

Shares195.9K

Event2026-06-30

Filed2026-07-22

AKRE

PROFESIONALLY MANAGED PORTFO

68.97%

Shares1.3M

Event2026-06-30

Filed2026-07-22

TCAF

T ROWE PRICE EXCHANGE-TRADED

3.19%

Shares1.6M

Event2026-06-30

Filed2026-07-22

IWR

ISHARES TR

-50.89%

Shares553.0K

Event2026-06-30

Filed2026-07-22

BROADCOM INC

-5.83%

Shares150.7K

Event2026-06-30

Filed2026-07-22

RTX CORPORATION

0.44%

Shares290.2K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

532.61%

Shares622.4K

Event2026-06-30

Filed2026-07-22

FEGE

RBB FUND TRUST

16.00%

Shares1.1M

Event2026-06-30

Filed2026-07-22

IWD

ISHARES TR

-5.20%

Shares196.5K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

-0.07%

Shares663.2K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

0.28%

Shares197.5K

Event2026-06-30

Filed2026-07-22

BAC

BANK OF AMER CORP

-0.98%

Shares814.0K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

1.69%

Shares211.6K

Event2026-06-30

Filed2026-07-22

TMO

THERMO FISHER SCIENTIFIC INC

1.58%

Shares91.8K

Event2026-06-30

Filed2026-07-22

ISHARES TR

3.15%

Shares453.5K

Event2026-06-30

Filed2026-07-22

FDX

FEDEX CORP

0.32%

Shares132.9K

Event2026-06-30

Filed2026-07-22

COSTCO WHOLESALE CORPORATION

2.39%

Shares44.3K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

0.29%

Shares159.0K

Event2026-06-30

Filed2026-07-22

MGC

VANGUARD WORLD FD

9.54%

Shares145.2K

Event2026-06-30

Filed2026-07-22

AOR

ISHARES TR

0.47%

Shares565.7K

Event2026-06-30

Filed2026-07-22

EFA

ISHARES TR

-49.34%

Shares366.9K

Event2026-06-30

Filed2026-07-22

LOW

LOWES COS INC

0.81%

Shares169.0K

Event2026-06-30

Filed2026-07-22

UNP

UNION PAC CORP

0.15%

Shares134.6K

Event2026-06-30

Filed2026-07-22

GLW

CORNING INC

-0.03%

Shares141.4K

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

-0.72%

Shares199.0K

Event2026-06-30

Filed2026-07-22

VANGUARD INTL EQUITY INDEX F

1.57%

Shares209.2K

Event2026-06-30

Filed2026-07-22

LIN

LINDE PLC

0.13%

Shares61.8K

Event2026-06-30

Filed2026-07-22

VCSH

VANGUARD SCOTTSDALE FDS

7.32%

Shares404.1K

Event2026-06-30

Filed2026-07-22

VISA INC

1.10%

Shares89.0K

Event2026-06-30

Filed2026-07-22

TEL

TE CONNECTIVITY PLC

0.28%

Shares151.0K

Event2026-06-30

Filed2026-07-22

UNITEDHEALTH GROUP INC

-0.09%

Shares72.5K

Event2026-06-30

Filed2026-07-22

VOE

VANGUARD INDEX FDS

1.19%

Shares149.7K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

0.61%

Shares115.7K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

2.85%

Shares79.1K

Event2026-06-30

Filed2026-07-22

IWM

ISHARES TR

-0.06%

Shares95.1K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

319.41%

Shares353.9K

Event2026-06-30

Filed2026-07-22

SHY

ISHARES TR

-47.69%

Shares335.6K

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

0.33%

Shares235.3K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

-45.93%

Shares132.1K

Event2026-06-30

Filed2026-07-22

FITB

FIFTH THIRD BANCORP

-4.25%

Shares463.2K

Event2026-06-30

Filed2026-07-22

GAL

SSGA ACTIVE ETF TR

1.04%

Shares490.5K

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

-46.00%

Shares34.9K

Event2026-06-30

Filed2026-07-22

MASTERCARD INCORPORATED

-2.29%

Shares48.7K

Event2026-06-30

Filed2026-07-22

AXP

AMERICAN EXPRESS CO

-0.51%

Shares70.0K

Event2026-06-30

Filed2026-07-22

BRK.A

BERKSHIRE HATHAWAY INC DEL

-24.39%

Shares31

Event2026-06-30

Filed2026-07-22

IVW

ISHARES TR

3.14%

Shares167.4K

Event2026-06-30

Filed2026-07-22

EEM

ISHARES TR

1.16%

Shares333.9K

Event2026-06-30

Filed2026-07-22

BLK

BLACKROCK INC

2.23%

Shares23.4K

Event2026-06-30

Filed2026-07-22

VONG

VANGUARD SCOTTSDALE FDS

3.57%

Shares174.4K

Event2026-06-30

Filed2026-07-22

IVE

ISHARES TR

-49.62%

Shares97.9K

Event2026-06-30

Filed2026-07-22

JACOBS SOLUTIONS INC

0.59%

Shares172.3K

Event2026-06-30

Filed2026-07-22

DIS

DISNEY WALT CO

1.87%

Shares223.2K

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES INC

1.20%

Shares255.9K

Event2026-06-30

Filed2026-07-22

IBDR

ISHARES TR

-1.20%

Shares872.3K

Event2026-06-30

Filed2026-07-22

IWP

ISHARES TR

-48.39%

Shares143.7K

Event2026-06-30

Filed2026-07-22

SYK

STRYKER CORPORATION

1.88%

Shares65.8K

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

1.13%

Shares34.0K

Event2026-06-30

Filed2026-07-22

MDY

STATE STR SPDR S&P MIDCAP 40

0.77%

Shares27.1K

Event2026-06-30

Filed2026-07-22

CGBL

CAPITAL GROUP CORE BALANCED

14.25%

Shares502.0K

Event2026-06-30

Filed2026-07-22

VOOV

VANGUARD ADMIRAL FDS INC

2.06%

Shares85.3K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

2.01%

Shares15.1K

Event2026-06-30

Filed2026-07-22

IBDS

ISHARES TR

0.36%

Shares742.1K

Event2026-06-30

Filed2026-07-22

HLT

HILTON WORLDWIDE HLDGS INC

0.38%

Shares53.3K

Event2026-06-30

Filed2026-07-22

PEP

PEPSICO INC

-32.31%

Shares129.1K

Event2026-06-30

Filed2026-07-22

HOME DEPOT INC

-1.60%

Shares49.3K

Event2026-06-30

Filed2026-07-22

ORACLE CORP

-49.29%

Shares117.8K

Event2026-06-30

Filed2026-07-22

SDY

SPDR SERIES TRUST

-0.27%

Shares110.0K

Event2026-06-30

Filed2026-07-22

IBDT

ISHARES TR

2.47%

Shares653.6K

Event2026-06-30

Filed2026-07-22

CRM

SALESFORCE INC

1.08%

Shares101.0K

Event2026-06-30

Filed2026-07-22

EPD

ENTERPRISE PRODS PARTNERS L

0.30%

Shares429.8K

Event2026-06-30

Filed2026-07-22

COCA COLA CO

-4.01%

Shares189.1K

Event2026-06-30

Filed2026-07-22

DIVO

AMPLIFY ETF TR

12.50%

Shares333.1K

Event2026-06-30

Filed2026-07-22

ABT

ABBOTT LABORATORIES

2.69%

Shares167.7K

Event2026-06-30

Filed2026-07-22

SCHD

SCHWAB STRATEGIC TR

-0.88%

Shares478.1K

Event2026-06-30

Filed2026-07-22

XLK

SELECT SECTOR SPDR TR

-0.10%

Shares79.1K

Event2026-06-30

Filed2026-07-22

VWO

VANGUARD INTL EQUITY INDEX F

0.76%

Shares236.1K

Event2026-06-30

Filed2026-07-22

ALL

ALLSTATE CORP

0.14%

Shares58.6K

Event2026-06-30

Filed2026-07-22

IBDU

ISHARES TR

31.85%

Shares599.1K

Event2026-06-30

Filed2026-07-22

AOA

ISHARES TR

-6.78%

Shares142.0K

Event2026-06-30

Filed2026-07-22

VUSB

VANGUARD BD INDEX FDS

4.62%

Shares272.3K

Event2026-06-30

Filed2026-07-22

ACCENTURE PLC IRELAND

-1.02%

Shares108.6K

Event2026-06-30

Filed2026-07-22

DFAC

DIMENSIONAL ETF TRUST

6.73%

Shares304.0K

Event2026-06-30

Filed2026-07-22

COP

CONOCOPHILLIPS

1.52%

Shares119.0K

Event2026-06-30

Filed2026-07-22

SCHW

SCHWAB CHARLES CORP

0.59%

Shares133.4K

Event2026-06-30

Filed2026-07-22

IAU

ISHARES GOLD TR

1.04%

Shares161.0K

Event2026-06-30

Filed2026-07-22

IJJ

ISHARES TR

-0.16%

Shares79.9K

Event2026-06-30

Filed2026-07-22

SUB

ISHARES TR

-1.72%

Shares109.6K

Event2026-06-30

Filed2026-07-22

SBUX

STARBUCKS CORP

0.42%

Shares111.7K

Event2026-06-30

Filed2026-07-22

ENB

ENBRIDGE INC

-0.15%

Shares193.6K

Event2026-06-30

Filed2026-07-22

SMOT

VANECK ETF TRUST

-0.04%

Shares268.0K

Event2026-06-30

Filed2026-07-22

KMI

KINDER MORGAN INC DEL

-0.52%

Shares323.0K

Event2026-06-30

Filed2026-07-22

FEDEX FGHT HLDG CO INC

New

Shares65.8K

Event2026-06-30

Filed2026-07-22

RSP

INVESCO EXCHANGE TRADED FD T

-37.08%

Shares46.6K

Event2026-06-30

Filed2026-07-22

PFE

PFIZER INC

-14.68%

Shares399.7K

Event2026-06-30

Filed2026-07-22

PHILIP MORRIS INTL INC

-52.84%

Shares51.5K

Event2026-06-30

Filed2026-07-22

MCD

MCDONALDS CORP

-17.36%

Shares34.4K

Event2026-06-30

Filed2026-07-22

DIM

WISDOMTREE TR

-0.57%

Shares108.0K

Event2026-06-30

Filed2026-07-22

INVESTMENT MANAGERS SER TR

New

Shares356.5K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

1.72%

Shares28.7K

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP

-26.77%

Shares62.8K

Event2026-06-30

Filed2026-07-22

NTRS

NORTHERN TR CORP

-50.53%

Shares49.3K

Event2026-06-30

Filed2026-07-22

QLD

PROSHARES TR

2.07%

Shares87.8K

Event2026-06-30

Filed2026-07-22

CISCO SYS INC

-13.58%

Shares70.8K

Event2026-06-30

Filed2026-07-22

PROCTER & GAMBLE CO

-50.67%

Shares55.4K

Event2026-06-30

Filed2026-07-22

SPYD

SPDR SERIES TRUST

14.67%

Shares168.0K

Event2026-06-30

Filed2026-07-22

ITW

ILLINOIS TOOL WKS INC

-4.40%

Shares29.5K

Event2026-06-30

Filed2026-07-22

PFF

ISHARES TR

2.32%

Shares249.4K

Event2026-06-30

Filed2026-07-22

VANGUARD SCOTTSDALE FDS

-12.67%

Shares61.5K

Event2026-06-30

Filed2026-07-22

IBM

INTERNATIONAL BUSINESS MACHS

8.32%

Shares25.6K

Event2026-06-30

Filed2026-07-22

CBOE

CBOE GLOBAL MKTS INC

616.70%

Shares28.9K

Event2026-06-30

Filed2026-07-22

IXUS

ISHARES TR

1.58%

Shares66.9K

Event2026-06-30

Filed2026-07-22

NTRA

NATERA INC

-49.56%

Shares23.2K

Event2026-06-30

Filed2026-07-22

MICRON TECHNOLOGY INC

-21.73%

Shares5.3K

Event2026-06-30

Filed2026-07-22

SOXX

ISHARES TR

1.62%

Shares9.5K

Event2026-06-30

Filed2026-07-22

IBTG

ISHARES TR

-8.28%

Shares264.8K

Event2026-06-30

Filed2026-07-22

FLXR

TCW ETF TRUST

17.30%

Shares154.0K

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

1.33%

Shares14.2K

Event2026-06-30

Filed2026-07-22

GE AEROSPACE

4.67%

Shares15.5K

Event2026-06-30

Filed2026-07-22

AEP

AMERICAN ELEC PWR CO INC

0.72%

Shares41.3K

Event2026-06-30

Filed2026-07-22

APH

AMPHENOL CORP

-0.87%

Shares31.0K

Event2026-06-30

Filed2026-07-22

AMGN

AMGEN INC

0.83%

Shares14.5K

Event2026-06-30

Filed2026-07-22

HONEYWELL INTL INC

New

Shares23.2K

Event2026-06-30

Filed2026-07-22

ALPS ETF TR

3.45%

Shares99.6K

Event2026-06-30

Filed2026-07-22

GEV

GE VERNOVA INC

3.86%

Shares4.4K

Event2026-06-30

Filed2026-07-22

HONEYWELL AEROSPACE INC

New

Shares23.2K

Event2026-06-30

Filed2026-07-22

MRK

MERCK & CO INC

-2.58%

Shares39.4K

Event2026-06-30

Filed2026-07-22

GRID

FIRST TR EXCHANGE-TRADED FD

62.76%

Shares26.0K

Event2026-06-30

Filed2026-07-22

IJT

ISHARES TR

3.81%

Shares27.8K

Event2026-06-30

Filed2026-07-22

MCS

MARCUS CORP DEL

-2.11%

Shares208.8K

Event2026-06-30

Filed2026-07-22

UBER

UBER TECHNOLOGIES INC

-0.37%

Shares67.8K

Event2026-06-30

Filed2026-07-22

NETFLIX INC.

-49.27%

Shares66.8K

Event2026-06-30

Filed2026-07-22

VOOG

VANGUARD ADMIRAL FDS INC

475.02%

Shares57.0K

Event2026-06-30

Filed2026-07-22

ADOBE INC

-7.06%

Shares22.8K

Event2026-06-30

Filed2026-07-22

TJX

TJX COS INC NEW

-0.14%

Shares30.6K

Event2026-06-30

Filed2026-07-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-2.77%

Shares8.9K

Event2026-06-30

Filed2026-07-22

COMP

COMPASS INC

0.00%

Shares341.0K

Event2026-06-30

Filed2026-07-22

MCK

MCKESSON CORP

-5.34%

Shares5.5K

Event2026-06-30

Filed2026-07-22

BOTZ

GLOBAL X FDS

-4.94%

Shares109.0K

Event2026-06-30

Filed2026-07-22

HWM

HOWMET AEROSPACE INC

-1.35%

Shares15.3K

Event2026-06-30

Filed2026-07-22

TRANE TECHNOLOGIES PLC

4.60%

Shares8.3K

Event2026-06-30

Filed2026-07-22

IGSB

ISHARES TR

5.68%

Shares76.9K

Event2026-06-30

Filed2026-07-22

CEG

CONSTELLATION ENERGY CORP

0.47%

Shares15.5K

Event2026-06-30

Filed2026-07-22

ALTRIA GROUP INC

-4.61%

Shares52.9K

Event2026-06-30

Filed2026-07-22

VANECK ETF TRUST

-1.49%

Shares50.0K

Event2026-06-30

Filed2026-07-22

ISHARES TR

2.72%

Shares37.9K

Event2026-06-30

Filed2026-07-22

COLGATE PALMOLIVE CO

-6.55%

Shares40.8K

Event2026-06-30

Filed2026-07-22

BND

VANGUARD BD INDEX FDS

1.79%

Shares50.5K

Event2026-06-30

Filed2026-07-22

CME

CME GROUP INC

-0.52%

Shares16.7K

Event2026-06-30

Filed2026-07-22

DFAX

DIMENSIONAL ETF TRUST

9.83%

Shares99.3K

Event2026-06-30

Filed2026-07-22

SOR

SOURCE CAPITAL

0.08%

Shares75.4K

Event2026-06-30

Filed2026-07-22

INTC

INTEL CORP

5.92%

Shares24.8K

Event2026-06-30

Filed2026-07-22

QUAL

ISHARES TR

-3.84%

Shares15.8K

Event2026-06-30

Filed2026-07-22

HSY

HERSHEY CO

-0.08%

Shares19.1K

Event2026-06-30

Filed2026-07-22

CITIGROUP INC

9.87%

Shares23.7K

Event2026-06-30

Filed2026-07-22

BOEING CO

-0.68%

Shares15.2K

Event2026-06-30

Filed2026-07-22

OKE

ONEOK INC NEW

-49.92%

Shares37.8K

Event2026-06-30

Filed2026-07-22

VNQ

VANGUARD INDEX FDS

3.23%

Shares32.8K

Event2026-06-30

Filed2026-07-22

CANADIAN IMPERIAL BANK OF CO

0.06%

Shares27.0K

Event2026-06-30

Filed2026-07-22

PANW

PALO ALTO NETWORKS INC

2.19%

Shares8.9K

Event2026-06-30

Filed2026-07-22

ADP

AUTOMATIC DATA PROCESSING IN

-3.34%

Shares13.4K

Event2026-06-30

Filed2026-07-22

VONV

VANGUARD SCOTTSDALE FDS

-5.37%

Shares27.9K

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO DEVICES INC

1.74%

Shares4.8K

Event2026-06-30

Filed2026-07-22

KKR

KKR & CO INC

-0.53%

Shares30.5K

Event2026-06-30

Filed2026-07-22

DCOR

DIMENSIONAL ETF TRUST

3.14%

Shares33.9K

Event2026-06-30

Filed2026-07-22

COF

CAPITAL ONE FINL CORP

-10.56%

Shares13.8K

Event2026-06-30

Filed2026-07-22

KLAC

KLA CORP

821.53%

Shares9.0K

Event2026-06-30

Filed2026-07-22

GWW

WW GRAINGER INC

0.10%

Shares2.0K

Event2026-06-30

Filed2026-07-22

DEERE & CO

-4.07%

Shares4.2K

Event2026-06-30

Filed2026-07-22

NKE

NIKE INC

-77.90%

Shares64.5K

Event2026-06-30

Filed2026-07-22

PSX

PHILLIPS 66

-49.82%

Shares15.5K

Event2026-06-30

Filed2026-07-22

MORGAN STANLEY

-45.75%

Shares12.4K

Event2026-06-30

Filed2026-07-22

WEC

WEC ENERGY GROUP INC

-2.97%

Shares21.9K

Event2026-06-30

Filed2026-07-22

XLE

SELECT SECTOR SPDR TR

0.51%

Shares47.8K

Event2026-06-30

Filed2026-07-22

DHR

DANAHER CORP DEL

-2.75%

Shares13.3K

Event2026-06-30

Filed2026-07-22

RYLD

GLOBAL X FDS

3.03%

Shares158.5K

Event2026-06-30

Filed2026-07-22

GOLDMAN SACHS GROUP INC

-10.49%

Shares2.4K

Event2026-06-30

Filed2026-07-22

IWB

ISHARES TR

0.17%

Shares5.9K

Event2026-06-30

Filed2026-07-22

PICK

ISHARES INC

0.01%

Shares40.5K

Event2026-06-30

Filed2026-07-22

LMT

LOCKHEED MARTIN CORP

2.66%

Shares4.6K

Event2026-06-30

Filed2026-07-22

EXC

EXELON CORP

-0.90%

Shares49.7K

Event2026-06-30

Filed2026-07-22

DGRW

WISDOMTREE TR

2.39%

Shares24.2K

Event2026-06-30

Filed2026-07-22

VGT

VANGUARD WORLD FD

801.51%

Shares19.1K

Event2026-06-30

Filed2026-07-22

CVS

CVS HEALTH CORP

7.10%

Shares21.7K

Event2026-06-30

Filed2026-07-22

CHD

CHURCH & DWIGHT CO INC

0.20%

Shares23.0K

Event2026-06-30

Filed2026-07-22

MPC

MARATHON PETE CORP

12.64%

Shares8.6K

Event2026-06-30

Filed2026-07-22

ESGV

VANGUARD WORLD FD

0.30%

Shares16.3K

Event2026-06-30

Filed2026-07-22

AT&T INC

12.67%

Shares101.2K

Event2026-06-30

Filed2026-07-22

CIBR

FIRST TR EXCHANGE-TRADED FD

-0.77%

Shares23.2K

Event2026-06-30

Filed2026-07-22

QYLD

GLOBAL X FDS

7.25%

Shares112.5K

Event2026-06-30

Filed2026-07-22

PGR

PROGRESSIVE CORP

0.42%

Shares9.3K

Event2026-06-30

Filed2026-07-22

BLACKSTONE INC

-11.05%

Shares16.8K

Event2026-06-30

Filed2026-07-22

VERIZON COMMUNICATIONS INC

-9.39%

Shares45.5K

Event2026-06-30

Filed2026-07-22

ASML

ASML HLDG NV

67.50%

Shares943

Event2026-06-30

Filed2026-07-22

XYL

XYLEM INC

0.27%

Shares15.8K

Event2026-06-30

Filed2026-07-22

BMY

BRISTOL-MYERS SQUIBB CO

33.15%

Shares32.0K

Event2026-06-30

Filed2026-07-22

NEXTERA ENERGY INC

-47.68%

Shares20.9K

Event2026-06-30

Filed2026-07-22

SHEL

SHELL PLC

0.60%

Shares23.4K

Event2026-06-30

Filed2026-07-22

TXN

TEXAS INSTRS INC

-9.98%

Shares5.9K

Event2026-06-30

Filed2026-07-22

IGF

ISHARES TR

7.11%

Shares26.4K

Event2026-06-30

Filed2026-07-22

DFAI

DIMENSIONAL ETF TRUST

9.95%

Shares42.4K

Event2026-06-30

Filed2026-07-22

CORTEVA INC

-1.38%

Shares20.1K

Event2026-06-30

Filed2026-07-22

EMR

EMERSON ELEC CO

0.44%

Shares11.9K

Event2026-06-30

Filed2026-07-22

AMT

AMERICAN TOWER CORP

-4.63%

Shares10.4K

Event2026-06-30

Filed2026-07-22

NUE

NUCOR CORP

-50.00%

Shares7.5K

Event2026-06-30

Filed2026-07-22

MSI

MOTOROLA SOLUTIONS INC

-53.03%

Shares4.0K

Event2026-06-30

Filed2026-07-22

XLF

SELECT SECTOR SPDR TR

2.67%

Shares30.7K

Event2026-06-30

Filed2026-07-22

MRVL

MARVELL TECHNOLOGY INC

-4.01%

Shares5.4K

Event2026-06-30

Filed2026-07-22

AON

AON PLC

-0.78%

Shares4.9K

Event2026-06-30

Filed2026-07-22

VBR

VANGUARD INDEX FDS

3.53%

Shares6.6K

Event2026-06-30

Filed2026-07-22

MAR

MARRIOTT INTL INC NEW

0.07%

Shares4.3K

Event2026-06-30

Filed2026-07-22

QCOM

QUALCOMM INC

4.92%

Shares8.5K

Event2026-06-30

Filed2026-07-22

ACWI

ISHARES TR

0.50%

Shares10.0K

Event2026-06-30

Filed2026-07-22

DASH

DOORDASH INC

443.85%

Shares8.5K

Event2026-06-30

Filed2026-07-22

IVES

WEDBUSH SER TR

103.70%

Shares41.3K

Event2026-06-30

Filed2026-07-22

CIEN

CIENA CORP

-18.16%

Shares3.2K

Event2026-06-30

Filed2026-07-22

LQD

ISHARES TR

-0.49%

Shares14.0K

Event2026-06-30

Filed2026-07-22

EQH

EQUITABLE HLDGS INC

0.78%

Shares34.4K

Event2026-06-30

Filed2026-07-22

YUM

YUM BRANDS INC

-4.40%

Shares9.3K

Event2026-06-30

Filed2026-07-22

GENERAL DYNAMICS CORP

1.62%

Shares4.2K

Event2026-06-30

Filed2026-07-22

DBA

INVESCO DB MULTI-SECTOR COMM

-50.00%

Shares54.3K

Event2026-06-30

Filed2026-07-22

VEU

VANGUARD INTL EQUITY INDEX F

0.15%

Shares17.0K

Event2026-06-30

Filed2026-07-22

XBI

SPDR SERIES TRUST

97.47%

Shares9.0K

Event2026-06-30

Filed2026-07-22

DVY

ISHARES TR

-2.13%

Shares9.0K

Event2026-06-30

Filed2026-07-22

DUK

DUKE ENERGY CORP NEW

-0.95%

Shares11.1K

Event2026-06-30

Filed2026-07-22

SOUTHERN CO

5.97%

Shares14.6K

Event2026-06-30

Filed2026-07-22

GPZ

VANECK ETF TRUST

46.85%

Shares64.5K

Event2026-06-30

Filed2026-07-22

VBIL

VANGUARD INSTL INDEX FD

New

Shares17.9K

Event2026-06-30

Filed2026-07-22

SCCO

SOUTHERN COPPER CORP

-6.16%

Shares7.5K

Event2026-06-30

Filed2026-07-22

WASTE MGMT INC DEL

-2.70%

Shares5.9K

Event2026-06-30

Filed2026-07-22

BANK OF NY MELLON CORP

0.25%

Shares8.9K

Event2026-06-30

Filed2026-07-22

BSV

VANGUARD BD INDEX FDS

-3.24%

Shares16.3K

Event2026-06-30

Filed2026-07-22

CSQ

CALAMOS STRATEGIC TOTAL RETU

0.33%

Shares61.2K

Event2026-06-30

Filed2026-07-22

ARES CAPITAL CORP

-0.88%

Shares67.7K

Event2026-06-30

Filed2026-07-22

BOX INC

-12.60%

Shares47.2K

Event2026-06-30

Filed2026-07-22

APPLIED MATLS INC

-1.04%

Shares1.7K

Event2026-06-30

Filed2026-07-22

BXSL

BLACKSTONE SECD LENDING FD

42.47%

Shares51.7K

Event2026-06-30

Filed2026-07-22

WFC

WELLS FARGO & CO

0.34%

Shares14.8K

Event2026-06-30

Filed2026-07-22

BDX

BECTON DICKINSON & CO

2.80%

Shares8.0K

Event2026-06-30

Filed2026-07-22

SCHF

SCHWAB STRATEGIC TR

4.47%

Shares43.2K

Event2026-06-30

Filed2026-07-22

EFV

ISHARES TR

1.29%

Shares15.5K

Event2026-06-30

Filed2026-07-22

FREEPORT MCMORAN INC

1.95%

Shares18.8K

Event2026-06-30

Filed2026-07-22

DELL

DELL TECHNOLOGIES INC

12.27%

Shares2.6K

Event2026-06-30

Filed2026-07-22

PNW

PINNACLE WEST CAP CORP

-52.05%

Shares10.6K

Event2026-06-30

Filed2026-07-22

ETN

EATON CORP PLC

-1.43%

Shares2.6K

Event2026-06-30

Filed2026-07-22

PRU

PRUDENTIAL FINL INC

88.23%

Shares10.3K

Event2026-06-30

Filed2026-07-22

VGSH

VANGUARD SCOTTSDALE FDS

48.75%

Shares18.8K

Event2026-06-30

Filed2026-07-22

CMCSA

COMCAST CORP NEW

-6.29%

Shares43.9K

Event2026-06-30

Filed2026-07-22

QUANTA SVCS INC

-0.73%

Shares1.5K

Event2026-06-30

Filed2026-07-22

MDLZ

MONDELEZ INTL INC

-55.01%

Shares18.4K

Event2026-06-30

Filed2026-07-22

USB

US BANCORP

0.52%

Shares17.4K

Event2026-06-30

Filed2026-07-22

OEF

ISHARES TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-22

IWO

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-22

WBD

WARNER BROS DISCOVERY INC

-0.62%

Shares38.2K

Event2026-06-30

Filed2026-07-22

PXF

INVESCO EXCH TRADED FD TR II

-1.11%

Shares13.4K

Event2026-06-30

Filed2026-07-22

CONSOLIDATED EDISON INC

-2.86%

Shares9.1K

Event2026-06-30

Filed2026-07-22

CARR

CARRIER GLOBAL CORPORATION

3.67%

Shares13.7K

Event2026-06-30

Filed2026-07-22

SCZ

ISHARES TR

3.99%

Shares12.1K

Event2026-06-30

Filed2026-07-22

REGN

REGENERON PHARMACEUTICALS

-7.70%

Shares1.6K

Event2026-06-30

Filed2026-07-22

AMERIPRISE FINL INC

0.05%

Shares2.1K

Event2026-06-30

Filed2026-07-22

BARRICK MNG CORP

0.00%

Shares26.3K

Event2026-06-30

Filed2026-07-22

TDG

TRANSDIGM GROUP INC

-0.70%

Shares711

Event2026-06-30

Filed2026-07-22

UPS

UNITED PARCEL SVCS INC

1.43%

Shares8.8K

Event2026-06-30

Filed2026-07-22

NLY

ANNALY CAPITAL MANAGEMENT IN

16.62%

Shares41.9K

Event2026-06-30

Filed2026-07-22

BHP

BHP BILLITON LIMITED

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-22

DLN

WISDOMTREE TR

-0.20%

Shares9.4K

Event2026-06-30

Filed2026-07-22

IYM

ISHARES TR

0.02%

Shares5.0K

Event2026-06-30

Filed2026-07-22

GSK PLC

0.08%

Shares17.1K

Event2026-06-30

Filed2026-07-22

IWS

ISHARES TR

-50.48%

Shares5.4K

Event2026-06-30

Filed2026-07-22

3M CO

-21.88%

Shares5.4K

Event2026-06-30

Filed2026-07-22

GILD

GILEAD SCIENCES INC

0.81%

Shares6.8K

Event2026-06-30

Filed2026-07-22

MOTI

VANECK ETF TRUST

14.35%

Shares25.9K

Event2026-06-30

Filed2026-07-22

HSBC

HSBC HLDGS PLC

0.08%

Shares8.9K

Event2026-06-30

Filed2026-07-22

BHK

BLACKROCK CORE BD TR

23.98%

Shares92.0K

Event2026-06-30

Filed2026-07-22

HYG

ISHARES TR

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-22

SELECT SECTOR SPDR TR

3.15%

Shares18.2K

Event2026-06-30

Filed2026-07-22

SLV

ISHARES SILVER TR

59.51%

Shares15.4K

Event2026-06-30

Filed2026-07-22

DFUV

DIMENSIONAL ETF TRUST

21.78%

Shares15.0K

Event2026-06-30

Filed2026-07-22

CHUBB LIMITED

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-22

COO

COOPER COS INC

2.54%

Shares11.1K

Event2026-06-30

Filed2026-07-22

WTW

WILLIS TOWERS WATSON PLC LTD

-3.05%

Shares3.0K

Event2026-06-30

Filed2026-07-22

AOM

ISHARES TR

1.19%

Shares15.3K

Event2026-06-30

Filed2026-07-22

SHM

SPDR SERIES TRUST

0.03%

Shares15.9K

Event2026-06-30

Filed2026-07-22

QNITY ELECTRONICS INC

0.19%

Shares4.6K

Event2026-06-30

Filed2026-07-22

LHX

L3HARRIS TECHNOLOGIES INC

-1.10%

Shares2.6K

Event2026-06-30

Filed2026-07-22

DIA

STATE STR SPDR DOW JONES IND

0.42%

Shares1.4K

Event2026-06-30

Filed2026-07-22

AIFD

TCW ETF TRUST

117.27%

Shares13.5K

Event2026-06-30

Filed2026-07-22

LRCX

LAM RESEARCH CORP

-0.46%

Shares1.7K

Event2026-06-30

Filed2026-07-22

CANADIAN PACIFIC KANSAS CITY

0.56%

Shares8.6K

Event2026-06-30

Filed2026-07-22

HALOZYME THERAPEUTICS INC

3.95%

Shares9.5K

Event2026-06-30

Filed2026-07-22

ADSK

AUTODESK INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-22

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-22

SRE

SEMPRA

0.69%

Shares7.9K

Event2026-06-30

Filed2026-07-22

CSX

CSX CORP

6.09%

Shares15.4K

Event2026-06-30

Filed2026-07-22

NSC

NORFOLK SOUTHN CORP

0.26%

Shares2.3K

Event2026-06-30

Filed2026-07-22

FORD MTR CO

105.07%

Shares51.7K

Event2026-06-30

Filed2026-07-22

DSI

ISHARES TR

-0.20%

Shares5.0K

Event2026-06-30

Filed2026-07-22

SPACE EXPLORATION TECHN CORP

New

Shares4.1K

Event2026-06-30

Filed2026-07-22

VXF

VANGUARD INDEX FDS

19.49%

Shares2.9K

Event2026-06-30

Filed2026-07-22

IBTH

ISHARES TR

-6.77%

Shares31.1K

Event2026-06-30

Filed2026-07-22

ADVISORSHARES TR

8.76%

Shares136.6K

Event2026-06-30

Filed2026-07-22

SEAGATE TECHNOLOGY HLDNGS PL

-2.71%

Shares719

Event2026-06-30

Filed2026-07-22

DTE

DTE ENERGY CO

0.44%

Shares4.5K

Event2026-06-30

Filed2026-07-22

CTAS

CINTAS CORP

16.95%

Shares4.0K

Event2026-06-30

Filed2026-07-22

CGDG

CAPITAL GROUP DIVIDEND GROWE

0.30%

Shares18.2K

Event2026-06-30

Filed2026-07-22

NVS

NOVARTIS AG

-49.87%

Shares4.3K

Event2026-06-30

Filed2026-07-22

ORI

OLD REP INTL CORP

0.00%

Shares16.6K

Event2026-06-30

Filed2026-07-22

TTD

THE TRADE DESK INC

-0.05%

Shares37.3K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

0.15%

Shares1.9K

Event2026-06-30

Filed2026-07-22

GENERAL MTRS CO

29.95%

Shares8.6K

Event2026-06-30

Filed2026-07-22

COKE

COCA COLA CONS INC

0.58%

Shares3.5K

Event2026-06-30

Filed2026-07-22

FFIN

FIRST FINL BANKSHARES INC

0.00%

Shares19.2K

Event2026-06-30

Filed2026-07-22

EVERSOURCE ENERGY

0.42%

Shares9.1K

Event2026-06-30

Filed2026-07-22

TGT

TARGET CORP

9.03%

Shares5.0K

Event2026-06-30

Filed2026-07-22

ECL

ECOLAB INC

13.11%

Shares2.3K

Event2026-06-30

Filed2026-07-22

DFAT

DIMENSIONAL ETF TRUST

-2.36%

Shares9.2K

Event2026-06-30

Filed2026-07-22

NOC

NORTHROP GRUMMAN CORP

-50.16%

Shares1.3K

Event2026-06-30

Filed2026-07-22

PARKER-HANNIFIN CORP

-50.00%

Shares650

Event2026-06-30

Filed2026-07-22

QQQM

INVESCO EXCH TRADED FD TR II

-44.96%

Shares2.1K

Event2026-06-30

Filed2026-07-22

VOT

VANGUARD INDEX FDS

0.05%

Shares2.0K

Event2026-06-30

Filed2026-07-22

BWXT

BWX TECHNOLOGIES INC

0.06%

Shares3.2K

Event2026-06-30

Filed2026-07-22

XYLD

GLOBAL X FDS

14.66%

Shares15.2K

Event2026-06-30

Filed2026-07-22

STT

STATE STR CORP

0.22%

Shares3.6K

Event2026-06-30

Filed2026-07-22

MEDTRONIC PLC

140.02%

Shares7.8K

Event2026-06-30

Filed2026-07-22

BP PLC

-0.78%

Shares16.4K

Event2026-06-30

Filed2026-07-22

KVUE

KENVUE INC

0.53%

Shares31.7K

Event2026-06-30

Filed2026-07-22

DVN

DEVON ENERGY CORP NEW

9.17%

Shares14.6K

Event2026-06-30

Filed2026-07-22

PALANTIR TECHNOLOGIES INC

-48.98%

Shares5.1K

Event2026-06-30

Filed2026-07-22

SWK

STANLEY BLACK & DECKER INC

1.82%

Shares6.3K

Event2026-06-30

Filed2026-07-22

THE CIGNA GROUP

-0.33%

Shares2.1K

Event2026-06-30

Filed2026-07-22

VMC

VULCAN MATLS CO

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-22

TC ENERGY CORP

0.02%

Shares8.5K

Event2026-06-30

Filed2026-07-22

FDL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares11.6K

Event2026-06-30

Filed2026-07-22

WELL

WELLTOWER INC

-18.56%

Shares2.5K

Event2026-06-30

Filed2026-07-22

DFLV

DIMENSIONAL ETF TRUST

55.09%

Shares14.1K

Event2026-06-30

Filed2026-07-22

PHO

INVESCO EXCHANGE TRADED FD T

-47.32%

Shares7.9K

Event2026-06-30

Filed2026-07-22

CRCL

CIRCLE INTERNET GROUP INC

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-22

FTV

FORTIVE CORP

-1.66%

Shares8.9K

Event2026-06-30

Filed2026-07-22

EBAY

EBAY INC.

-73.05%

Shares4.8K

Event2026-06-30

Filed2026-07-22

RKLB

ROCKET LAB CORP

29.31%

Shares5.2K

Event2026-06-30

Filed2026-07-22

DBC

INVESCO DB COMMDY INDX TRCK

-50.00%

Shares19.6K

Event2026-06-30

Filed2026-07-22

WMB

WILLIAMS COS INC

-13.56%

Shares7.0K

Event2026-06-30

Filed2026-07-22

VTIP

VANGUARD MALVERN FDS

1.94%

Shares10.3K

Event2026-06-30

Filed2026-07-22

IWV

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-22

ADI

ANALOG DEVICES INC

3.47%

Shares1.3K

Event2026-06-30

Filed2026-07-22

KHC

KRAFT HEINZ CO

-10.32%

Shares21.6K

Event2026-06-30

Filed2026-07-22

TRAVELERS COMPANIES INC

-1.54%

Shares1.5K

Event2026-06-30

Filed2026-07-22

VSGX

VANGUARD WORLD FD

1.87%

Shares6.1K

Event2026-06-30

Filed2026-07-22

GBTC

GRAYSCALE BITCOIN TRUST ETF

13.08%

Shares10.9K

Event2026-06-30

Filed2026-07-22

IBB

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-22

XLV

SELECT SECTOR SPDR TR

1.81%

Shares3.0K

Event2026-06-30

Filed2026-07-22

IGV

ISHARES TR

0.47%

Shares5.3K

Event2026-06-30

Filed2026-07-22

ZOETIS INC

-85.19%

Shares6.6K

Event2026-06-30

Filed2026-07-22

KEYS

KEYSIGHT TECHNOLOGIES INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-22

NUV

NUVEEN MUN VALUE FD INC

-49.90%

Shares49.9K

Event2026-06-30

Filed2026-07-22

AUR

AURORA INNOVATION INC

86.70%

Shares67.4K

Event2026-06-30

Filed2026-07-22

LFUS

LITTELFUSE INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

ISSC

INNOVATIVE SOLUTIONS & SUPPO

-7.35%

Shares25.2K

Event2026-06-30

Filed2026-07-22

VRT

VERTIV HOLDINGS CO

56.26%

Shares1.3K

Event2026-06-30

Filed2026-07-22

EDWARDS LIFESCIENCES CORP

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-22

SLF

SUN LIFE FINANCIAL INC.

0.34%

Shares5.7K

Event2026-06-30

Filed2026-07-22

S&P GLOBAL INC

-9.20%

Shares1.1K

Event2026-06-30

Filed2026-07-22

VBK

VANGUARD INDEX FDS

30.22%

Shares1.2K

Event2026-06-30

Filed2026-07-22

TYL

TYLER TECHNOLOGIES INC

-23.66%

Shares1.5K

Event2026-06-30

Filed2026-07-22

VCIT

VANGUARD SCOTTSDALE FDS

1.20%

Shares5.3K

Event2026-06-30

Filed2026-07-22

SPYG

SPDR SERIES TRUST

12.61%

Shares3.6K

Event2026-06-30

Filed2026-07-22

WAT

WATERS CORP

8.58%

Shares1.1K

Event2026-06-30

Filed2026-07-22

ICCC

IMMUCELL CORP

0.00%

Shares42.5K

Event2026-06-30

Filed2026-07-22

BMO

BANK MONTREAL MEDIUM

0.04%

Shares2.4K

Event2026-06-30

Filed2026-07-22

DRI

DARDEN RESTAURANTS INC

4.25%

Shares2.1K

Event2026-06-30

Filed2026-07-22

RIO

RIO TINTO PLC

0.11%

Shares4.5K

Event2026-06-30

Filed2026-07-22

PEG

PUBLIC SVC ENTERPRISE GROUP

0.53%

Shares5.2K

Event2026-06-30

Filed2026-07-22

ETR

ENTERGY CORP NEW

-1.50%

Shares3.6K

Event2026-06-30

Filed2026-07-22

CROWDSTRIKE HLDGS INC

3.26%

Shares539

Event2026-06-30

Filed2026-07-22

GNRC

GENERAC HLDGS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-22

DUPONT DE NEMOURS INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-22

IWN

ISHARES TR

17.98%

Shares1.8K

Event2026-06-30

Filed2026-07-22

ELS

EQUITY LIFESTYLE PROPERTIES

0.18%

Shares6.1K

Event2026-06-30

Filed2026-07-22

FNWD

FINWARD BANCORP

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-22

ORLY

OREILLY AUTOMOTIVE INC

-52.51%

Shares4.3K

Event2026-06-30

Filed2026-07-22

TPL

TEXAS PACIFIC LAND CORPORATI

2.52%

Shares894

Event2026-06-30

Filed2026-07-22

ITA

ISHARES TR

1.60%

Shares1.6K

Event2026-06-30

Filed2026-07-22

STNC

HENNESSY FDS TR

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-22

INVESTMENT MANAGERS SER TR I

-49.69%

Shares15.5K

Event2026-06-30

Filed2026-07-22

XEL

XCEL ENERGY INC

8.24%

Shares4.7K

Event2026-06-30

Filed2026-07-22

SOLS

SOLSTICE ADVANCED MATLS INC

-3.17%

Shares4.3K

Event2026-06-30

Filed2026-07-22

HII

HUNTINGTON INGALLS INDS INC

25.70%

Shares1.4K

Event2026-06-30

Filed2026-07-22

CMI

CUMMINS INC

25.36%

Shares529

Event2026-06-30

Filed2026-07-22

NISOURCE INC

0.20%

Shares7.9K

Event2026-06-30

Filed2026-07-22

NEM

NEWMONT CORP

-48.72%

Shares4.0K

Event2026-06-30

Filed2026-07-22

ASTRAZENECA PLC

-10.54%

Shares2.0K

Event2026-06-30

Filed2026-07-22

AVDE

AMERICAN CENTY ETF TR

45.30%

Shares4.1K

Event2026-06-30

Filed2026-07-22

GUIDEWIRE SOFTWARE INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-22

VCR

VANGUARD WORLD FD

5.73%

Shares922

Event2026-06-30

Filed2026-07-22

IEF

ISHARES TR

-49.87%

Shares3.9K

Event2026-06-30

Filed2026-07-22

SERVICENOW INC

20.98%

Shares3.7K

Event2026-06-30

Filed2026-07-22

AVEM

AMERICAN CENTY ETF TR

-1.92%

Shares3.7K

Event2026-06-30

Filed2026-07-22

MLM

MARTIN MARIETTA MATLS INC

-0.95%

Shares625

Event2026-06-30

Filed2026-07-22

DJP

BARCLAYS BANK PLC

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-22

CONSTELLATION BRANDS INC

-24.57%

Shares2.5K

Event2026-06-30

Filed2026-07-22

IGE

ISHARES TR

-50.00%

Shares6.2K

Event2026-06-30

Filed2026-07-22

IXG

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-22

IXC

ISHARES TR

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-22

AVUS

AMERICAN CENTY ETF TR

32.79%

Shares2.7K

Event2026-06-30

Filed2026-07-22

MET

METLIFE INC

33.03%

Shares4.0K

Event2026-06-30

Filed2026-07-22

OTIS

OTIS WORLDWIDE CORP

-49.75%

Shares4.7K

Event2026-06-30

Filed2026-07-22

YUMC

YUM CHINA HLDGS INC

-2.60%

Shares8.2K

Event2026-06-30

Filed2026-07-22

DHI

D R HORTON INC

0.39%

Shares2.1K

Event2026-06-30

Filed2026-07-22

MTUM

ISHARES TR

New

Shares964

Event2026-06-30

Filed2026-07-22

PAVE

GLOBAL X FDS

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-22

HIG

HARTFORD INSURANCE GROUP INC

3.76%

Shares2.5K

Event2026-06-30

Filed2026-07-22

RSI

RUSH STREET INTERACTIVE INC

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-22

TER

TERADYNE INC

New

Shares670

Event2026-06-30

Filed2026-07-22

PPH

VANECK ETF TRUST

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-22

IXN

ISHARES TR

0.05%

Shares2.2K

Event2026-06-30

Filed2026-07-22

VLO

VALERO ENERGY CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-22

PLD

PROLOGIS INC.

2.10%

Shares2.3K

Event2026-06-30

Filed2026-07-22

IYH

ISHARES TR

-0.69%

Shares4.7K

Event2026-06-30

Filed2026-07-22

SHW

SHERWIN WILLIAMS CO

0.00%

Shares905

Event2026-06-30

Filed2026-07-22

VRTX

VERTEX PHARMACEUTICALS INC

-7.37%

Shares628

Event2026-06-30

Filed2026-07-22

EMXC

ISHARES INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-22

DOW

DOW HLDGS INC

-3.67%

Shares11.3K

Event2026-06-30

Filed2026-07-22

DUOT

DUOS TECHNOLOGIES GROUP INC

0.00%

Shares25.6K

Event2026-06-30

Filed2026-07-22

BIV

VANGUARD BD INDEX FDS

0.05%

Shares4.0K

Event2026-06-30

Filed2026-07-22

GIS

GENERAL MILLS INC

-0.06%

Shares8.7K

Event2026-06-30

Filed2026-07-22

IYW

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-22

DFIV

DIMENSIONAL ETF TRUST

New

Shares5.5K

Event2026-06-30

Filed2026-07-22

APPLOVIN CORP

-1.36%

Shares579

Event2026-06-30

Filed2026-07-22

HAL

HALLIBURTON CO

0.03%

Shares8.7K

Event2026-06-30

Filed2026-07-22

AEM

AGNICO EAGLE MINES LTD

35.71%

Shares1.9K

Event2026-06-30

Filed2026-07-22

KMB

KIMBERLY-CLARK CORP

-2.17%

Shares2.7K

Event2026-06-30

Filed2026-07-22

ICE

INTERCONTINENTAL EXCHANGE IN

13.98%

Shares2.4K

Event2026-06-30

Filed2026-07-22

RSG

REPUBLIC SVCS INC

0.22%

Shares1.4K

Event2026-06-30

Filed2026-07-22

UNITY SOFTWARE INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-22

VHT

VANGUARD WORLD FD

-7.68%

Shares938

Event2026-06-30

Filed2026-07-22

SMH

VANECK ETF TRUST

New

Shares425

Event2026-06-30

Filed2026-07-22

TSSI

TSS INC DEL

0.00%

Shares22.6K

Event2026-06-30

Filed2026-07-22

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares6.1K

Event2026-06-30

Filed2026-07-22

VNLA

JANUS DETROIT STR TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-22

AGILENT TECHNOLOGIES INC

-4.94%

Shares2.1K

Event2026-06-30

Filed2026-07-22

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-22

APD

AIR PRODUCTS AND CHEMICALS I

0.32%

Shares934

Event2026-06-30

Filed2026-07-22

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-22

CBRE

CBRE GROUP INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-22

GMED

GLOBUS MED INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-22

SPG

SIMON PPTY GROUP INC NEW

New

Shares1.2K

Event2026-06-30

Filed2026-07-22

FHLC

FIDELITY COVINGTON TRUST

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-22

SEABRIDGE GOLD INC

New

Shares10.0K

Event2026-06-30

Filed2026-07-22

XLP

SELECT SECTOR SPDR TR

4.65%

Shares3.1K

Event2026-06-30

Filed2026-07-22

NAMS

NEWAMSTERDAM PHARMA COMPANY

-51.62%

Shares7.5K

Event2026-06-30

Filed2026-07-22

REALTY INCOME CORP

-18.02%

Shares4.1K

Event2026-06-30

Filed2026-07-22

SPSM

SPDR SERIES TRUST

0.23%

Shares4.4K

Event2026-06-30

Filed2026-07-22

COR

CENCORA INC

0.00%

Shares884

Event2026-06-30

Filed2026-07-22

DTM

DT MIDSTREAM INC

0.30%

Shares1.7K

Event2026-06-30

Filed2026-07-22

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-22

DFSV

DIMENSIONAL ETF TRUST

New

Shares6.4K

Event2026-06-30

Filed2026-07-22

TSEM

TOWER SEMICONDUCTOR LTD

-49.87%

Shares945

Event2026-06-30

Filed2026-07-22

DOLLAR GEN CORP

New

Shares2.1K

Event2026-06-30

Filed2026-07-22

MP MATERIALS CORP

New

Shares4.3K

Event2026-06-30

Filed2026-07-22

CAKE

CHEESECAKE FACTORY INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-22

ESGU

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-22

EIS

ISHARES INC

4.90%

Shares2.0K

Event2026-06-30

Filed2026-07-22

UNILEVER PLC

-26.19%

Shares3.9K

Event2026-06-30

Filed2026-07-22

BAX

BAXTER INTL INC

0.32%

Shares10.9K

Event2026-06-30

Filed2026-07-22

IBMP

ISHARES TR

New

Shares9.1K

Event2026-06-30

Filed2026-07-22

CVLC

MORGAN STANLEY ETF TRUST

New

Shares2.4K

Event2026-06-30

Filed2026-07-22

GEHC

GE HEALTHCARE TECHNOLOGIES I

-3.97%

Shares3.6K

Event2026-06-30

Filed2026-07-22

GNR

SPDR INDEX SHS FDS

0.72%

Shares3.4K

Event2026-06-30

Filed2026-07-22

CAH

CARDINAL HEALTH INC

0.00%

Shares947

Event2026-06-30

Filed2026-07-22

BCAL

CALIFORNIA BANCORP

0.54%

Shares10.8K

Event2026-06-30

Filed2026-07-22

WQTM

WISDOMTREE TR

New

Shares5.8K

Event2026-06-30

Filed2026-07-22

OCSL

OAKTREE SPECIALTY LENDING

-24.70%

Shares18.3K

Event2026-06-30

Filed2026-07-22

ONB

OLD NATL BANCORP IND

New

Shares8.3K

Event2026-06-30

Filed2026-07-22

NEPH

NEPHROS INC

-50.00%

Shares60.0K

Event2026-06-30

Filed2026-07-22

PCAR

PACCAR INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-22

OXY

OCCIDENTAL PETE CORP

-48.20%

Shares4.4K

Event2026-06-30

Filed2026-07-22

NVO

NOVO-NORDISK A S

New

Shares4.4K

Event2026-06-30

Filed2026-07-22

AGI

ALAMOS GOLD INC

0.09%

Shares6.9K

Event2026-06-30

Filed2026-07-22

IDEXX LABS INC

-4.36%

Shares395

Event2026-06-30

Filed2026-07-22

CMC

COMMERCIAL METALS CO

0.30%

Shares3.3K

Event2026-06-30

Filed2026-07-22

IJS

ISHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available