Sponsored

The Analysis of MML INVESTORS SERVICES, LLC's Holdings & P&L

Currently, MML INVESTORS SERVICES, LLC holds 2995 types of securities in its portfolio with a total value $36.1B. In the most recent quarter, they have increased their positions in EFG (+1.2M shares, valued at $128.2M), BLCR (+2.6M shares, valued at $107.8M), IDEF (+3.0M shares, valued at $96.7M); decreased their positions in OEF (-853.2K shares, valued at $271.4M), N/A (-975.1K shares, valued at $86.0M), N/A (-148.4K shares, valued at $85.7M); initiated new positions in BLCR (+2.6M shares, valued at $107.8M), IDEF (+3.0M shares, valued at $96.7M), LMUB (+1.2M shares, valued at $59.3M).

1M P&L

+441.8M+1.23%

3M P&L

-1.6B-4.23%

HY P&L

+64.6M+0.18%

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/A23.0B

69.3%

2Semiconductors1.0B

3.1%

3Software - Infrastructure745.2M

2.2%

Top Industries by Stock Count

1N/A1510 stocks

54.0%

2Biotechnology54 stocks

1.9%

3Banks - Regional50 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR1.8M shares-1.35%2026-03-312026-05-04

NVDA NVIDIA CORPORATION3.9M shares1.71%2026-03-312026-05-04

AAPL APPLE INC2.6M shares-7.47%2026-03-312026-05-04

MSFT MICROSOFT CORP1.3M shares-6.19%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS7.6M shares-8.94%2026-03-312026-05-04

AMZN AMAZON COM INC2.1M shares-7.88%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR756.9K shares-16.40%2026-03-312026-05-04

IEMG ISHARES INC6.2M shares-14.65%2026-03-312026-05-04

Sponsored

DYNF BLACKROCK ETF TRUST7.2M shares-16.27%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS679.4K shares-15.19%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T613.2K shares-16.06%2026-03-312026-05-04

IVW ISHARES TR3.3M shares-8.48%2026-03-312026-05-04

ALPHABET INC ALPHABET INC1.3M shares-13.28%2026-03-312026-05-04

IEFA ISHARES TR4.0M shares-2.13%2026-03-312026-05-04

IVE ISHARES TR1.7M shares-18.18%2026-03-312026-05-04

IUSB ISHARES TR7.3M shares-2.32%2026-03-312026-05-04

Sponsored

EFV ISHARES TR3.9M shares-12.14%2026-03-312026-05-04

VUG VANGUARD INDEX FDS663.0K shares-14.31%2026-03-312026-05-04

QUAL ISHARES TR1.4M shares-23.40%2026-03-312026-05-04

SCHG SCHWAB STRATEGIC TR9.1M shares-22.66%2026-03-312026-05-04

META META PLATFORMS INC452.5K shares-11.14%2026-03-312026-05-04

BDYN BLACKROCK ETF TRUST10.4M shares-11.28%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO795.3K shares-15.87%2026-03-312026-05-04

VTV VANGUARD INDEX FDS1.2M shares-15.39%2026-03-312026-05-04

Sponsored

FELG FIDELITY COVINGTON TRUST6.1M shares-3.55%2026-03-312026-05-04

DGRO ISHARES TR3.1M shares-12.55%2026-03-312026-05-04

MUB ISHARES TR1.9M shares-3.99%2026-03-312026-05-04

BROADCOM INC BROADCOM INC659.9K shares-5.34%2026-03-312026-05-04

IWF ISHARES TR459.6K shares-12.76%2026-03-312026-05-04

IJH ISHARES TR2.9M shares-12.47%2026-03-312026-05-04

BND VANGUARD BD INDEX FDS2.6M shares-5.03%2026-03-312026-05-04

ALPHABET INC ALPHABET INC639.0K shares-7.36%2026-03-312026-05-04

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE4.3M shares-13.20%2026-03-312026-05-04

BAI BLACKROCK ETF TRUST5.2M shares0.86%2026-03-312026-05-04

EFG ISHARES TR1.5M shares294.82%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR5.4M shares-14.76%2026-03-312026-05-04

XLF SELECT SECTOR SPDR TR3.3M shares-21.92%2026-03-312026-05-04

THRO BLACKROCK ETF TRUST4.5M shares-3.13%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F2.9M shares-5.32%2026-03-312026-05-04

JEPI J P MORGAN EXCHANGE TRADED F2.7M shares-10.50%2026-03-312026-05-04

Sponsored

SPYM SPDR SERIES TRUST2.0M shares-15.61%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR1.1M shares-14.71%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL314.7K shares2.87%2026-03-312026-05-04

MTUM ISHARES TR626.0K shares-9.86%2026-03-312026-05-04

IJR ISHARES TR1.2M shares-10.78%2026-03-312026-05-04

GLD SPDR GOLD TR344.8K shares-17.88%2026-03-312026-05-04

AVEM AMERICAN CENTY ETF TR1.8M shares-7.03%2026-03-312026-05-04

VTI VANGUARD INDEX FDS455.9K shares-4.99%2026-03-312026-05-04

Sponsored

BDVL BLACKROCK ETF TRUST5.9M shares-18.86%2026-03-312026-05-04

GOVT ISHARES TR6.2M shares150.69%2026-03-312026-05-04

LLY ELI LILLY & CO151.2K shares-0.53%2026-03-312026-05-04

BINC BLACKROCK ETF TRUST II2.7M shares-6.67%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T721.9K shares48.84%2026-03-312026-05-04

TLH ISHARES TR1.4M shares-26.27%2026-03-312026-05-04

AGG ISHARES TR1.4M shares-13.19%2026-03-312026-05-04

MBB ISHARES TR1.4M shares-19.13%2026-03-312026-05-04

Sponsored

TSLA TESLA INC353.9K shares-2.93%2026-03-312026-05-04

JIRE J P MORGAN EXCHANGE TRADED F1.7M shares-2.89%2026-03-312026-05-04

CGGR CAPITAL GROUP GROWTH ETF3.2M shares-11.84%2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC376.2K shares-17.28%2026-03-312026-05-04

V VISA INC419.5K shares-11.26%2026-03-312026-05-04

WMT WALMART INC1.0M shares-13.98%2026-03-312026-05-04

ABBV ABBVIE INC551.6K shares-16.37%2026-03-312026-05-04

XOM EXXON MOBIL CORP695.7K shares-14.59%2026-03-312026-05-04

Sponsored

COST COSTCO WHOLESALE CORPORATION117.0K shares-12.62%2026-03-312026-05-04

CGUS CAPITAL GROUP CORE EQUITY ET3.0M shares-14.03%2026-03-312026-05-04

SPYG SPDR SERIES TRUST1.1M shares1.35%2026-03-312026-05-04

NFLX NETFLIX INC.1.1M shares2.56%2026-03-312026-05-04

LQD ISHARES TR995.8K shares-2.90%2026-03-312026-05-04

BLCR BLACKROCK ETF TRUST2.6M sharesnew addition2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS493.3K shares-16.50%2026-03-312026-05-04

XLI SELECT SECTOR SPDR TR641.9K shares-14.69%2026-03-312026-05-04

Sponsored

CVX CHEVRON CORPORATION492.1K shares-6.18%2026-03-312026-05-04

BUFR FIRST TR EXCHNG TRADED FD VI3.0M shares-17.22%2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR1.1M shares-46.29%2026-03-312026-05-04

SMH VANECK ETF TRUST258.7K shares-7.80%2026-03-312026-05-04

VBK VANGUARD INDEX FDS327.7K shares-11.88%2026-03-312026-05-04

FBND FIDELITY MERRIMACK STR TR2.2M shares-12.47%2026-03-312026-05-04

SPDW SPDR INDEX SHS FDS2.2M shares19.33%2026-03-312026-05-04

VB VANGUARD INDEX FDS375.3K shares-14.83%2026-03-312026-05-04

Sponsored

IWY ISHARES TR394.3K shares3.26%2026-03-312026-05-04

IDEF BLACKROCK ETF TRUST3.0M sharesnew addition2026-03-312026-05-04

VO VANGUARD INDEX FDS335.5K shares-12.64%2026-03-312026-05-04

CGGO CAPITAL GROUP GBL GROWTH EQT2.8M shares-11.48%2026-03-312026-05-04

QQQM INVESCO EXCH TRADED FD TR II390.8K shares-11.04%2026-03-312026-05-04

RDVY FIRST TR EXCHANGE TRADED FD1.4M shares-9.29%2026-03-312026-05-04

HD HOME DEPOT INC270.1K shares-16.72%2026-03-312026-05-04

PM PHILIP MORRIS INTL INC534.7K shares-19.73%2026-03-312026-05-04

Sponsored

CAT CATERPILLAR INC123.5K shares-17.05%2026-03-312026-05-04

RTX RTX CORPORATION450.3K shares8.26%2026-03-312026-05-04

COWZ PACER FDS TR1.4M shares-19.16%2026-03-312026-05-04

IWD ISHARES TR401.1K shares-11.91%2026-03-312026-05-04

IGSB ISHARES TR1.6M shares-1.89%2026-03-312026-05-04

XLE SELECT SECTOR SPDR TR1.3M shares9.13%2026-03-312026-05-04

MTBA SIMPLIFY EXCHANGE TRADED FUN1.6M shares-7.05%2026-03-312026-05-04

BNDX VANGUARD CHARLOTTE FDS1.7M shares-6.32%2026-03-312026-05-04

Sponsored

MA MASTERCARD INCORPORATED155.0K shares-10.86%2026-03-312026-05-04

VYM VANGUARD WHITEHALL FDS522.5K shares-16.68%2026-03-312026-05-04

VV VANGUARD INDEX FDS257.4K shares-13.77%2026-03-312026-05-04

IEUR ISHARES TR1.1M shares-26.25%2026-03-312026-05-04

SPHY SPDR SERIES TRUST3.2M shares-4.60%2026-03-312026-05-04

IAGG ISHARES TR1.5M shares0.31%2026-03-312026-05-04

CSCO CISCO SYS INC956.3K shares-18.40%2026-03-312026-05-04

ITA ISHARES TR334.2K shares-53.91%2026-03-312026-05-04

Sponsored

PLTR PALANTIR TECHNOLOGIES INC497.5K shares-5.47%2026-03-312026-05-04

MS MORGAN STANLEY436.4K shares-13.27%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC1.4M shares-12.18%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC81.9K shares-16.82%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON281.7K shares-20.01%2026-03-312026-05-04

PG PROCTER & GAMBLE CO474.1K shares2.59%2026-03-312026-05-04

ACWX ISHARES TR995.4K shares-5.09%2026-03-312026-05-04

SPYV SPDR SERIES TRUST1.2M shares16.11%2026-03-312026-05-04

Sponsored

JBND J P MORGAN EXCHANGE TRADED F1.3M shares-10.47%2026-03-312026-05-04

JEPQ J P MORGAN EXCHANGE TRADED F1.2M shares-11.60%2026-03-312026-05-04

SCHF SCHWAB STRATEGIC TR2.7M shares-9.07%2026-03-312026-05-04

AMGN AMGEN INC184.9K shares-9.91%2026-03-312026-05-04

EFA ISHARES TR664.2K shares-14.72%2026-03-312026-05-04

AMAT APPLIED MATLS INC188.3K shares-20.33%2026-03-312026-05-04

ITOT ISHARES TR451.5K shares-11.71%2026-03-312026-05-04

BSV VANGUARD BD INDEX FDS820.0K shares-5.67%2026-03-312026-05-04

Sponsored

IEF ISHARES TR652.5K shares18.17%2026-03-312026-05-04

SGOV ISHARES TR615.4K shares11.27%2026-03-312026-05-04

SPHQ INVESCO EXCHANGE TRADED FD T823.1K shares-8.86%2026-03-312026-05-04

IWB ISHARES TR169.9K shares-2.85%2026-03-312026-05-04

VEU VANGUARD INTL EQUITY INDEX F801.5K shares-12.50%2026-03-312026-05-04

LMUB ISHARES TR1.2M sharesnew addition2026-03-312026-05-04

NEE NEXTERA ENERGY INC623.8K shares-10.87%2026-03-312026-05-04

ASML ASML HLDG NV42.8K shares-15.94%2026-03-312026-05-04

Sponsored

VGT VANGUARD WORLD FD80.4K shares-7.71%2026-03-312026-05-04

CGMU CAPITAL GRP FIXED INCM ETF T2.1M shares-13.30%2026-03-312026-05-04

CGDG CAPITAL GROUP DIVIDEND GROWE1.5M shares1.93%2026-03-312026-05-04

SOXX ISHARES TR168.2K shares11.39%2026-03-312026-05-04

CGCP CAPITAL GRP FIXED INCM ETF T2.4M shares-7.29%2026-03-312026-05-04

SLV ISHARES SILVER TR795.3K shares-43.28%2026-03-312026-05-04

SPMO INVESCO EXCH TRADED FD TR II482.8K shares-14.85%2026-03-312026-05-04

SCHW SCHWAB CHARLES CORP575.0K shares-16.93%2026-03-312026-05-04

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD1.4M shares-17.82%2026-03-312026-05-04

XLV SELECT SECTOR SPDR TR363.7K shares-18.04%2026-03-312026-05-04

IQLT ISHARES TR1.1M shares-10.28%2026-03-312026-05-04

VXUS VANGUARD STAR FDS685.7K shares-14.77%2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC54.9K shares-24.21%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC147.0K shares3.55%2026-03-312026-05-04

UBER UBER TECHNOLOGIES INC725.5K shares-2.94%2026-03-312026-05-04

T AT&T INC1.8M shares-1.46%2026-03-312026-05-04

Sponsored

SDY SPDR SERIES TRUST351.9K shares-13.48%2026-03-312026-05-04

FBCG FIDELITY COVINGTON TRUST1.0M shares-13.34%2026-03-312026-05-04

PLD PROLOGIS INC.382.1K shares-17.94%2026-03-312026-05-04

BIL SPDR SERIES TRUST550.0K shares-28.99%2026-03-312026-05-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW383.7K shares-11.33%2026-03-312026-05-04

XMMO INVESCO EXCHANGE TRADED FD T346.1K shares-9.73%2026-03-312026-05-04

SHY ISHARES TR588.1K shares-22.35%2026-03-312026-05-04

JPEF J P MORGAN EXCHANGE TRADED F673.1K shares-22.89%2026-03-312026-05-04

Sponsored

HEFA ISHARES TR1.1M shares-9.81%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP79.7K shares-28.11%2026-03-312026-05-04

CGGE CAPITAL GROUP GLOBAL EQUITY1.6M shares1.41%2026-03-312026-05-04

IWM ISHARES TR193.3K shares-13.75%2026-03-312026-05-04

KO COCA COLA CO628.2K shares-12.43%2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC232.9K shares-7.95%2026-03-312026-05-04

BSCQ INVESCO EXCH TRD SLF IDX FD2.4M shares-7.80%2026-03-312026-05-04

HYG ISHARES TR592.0K shares-6.07%2026-03-312026-05-04

Sponsored

GE AEROSPACE GE AEROSPACE165.0K shares-10.58%2026-03-312026-05-04

JPST J P MORGAN EXCHANGE TRADED F924.3K shares-23.72%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS191.1K shares-15.16%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC380.2K shares-7.89%2026-03-312026-05-04

ABT ABBOTT LABORATORIES437.4K shares-23.78%2026-03-312026-05-04

MCD MCDONALDS CORP143.3K shares-11.51%2026-03-312026-05-04

VOE VANGUARD INDEX FDS241.7K shares-0.33%2026-03-312026-05-04

CME CME GROUP INC149.1K shares-6.73%2026-03-312026-05-04

Sponsored

BIV VANGUARD BD INDEX FDS570.1K shares-6.63%2026-03-312026-05-04

VLUE ISHARES TR309.0K shares430.74%2026-03-312026-05-04

PH PARKER-HANNIFIN CORP48.8K shares-20.86%2026-03-312026-05-04

CRM SALESFORCE INC232.1K shares-16.10%2026-03-312026-05-04

IXUS ISHARES TR487.5K shares-1.74%2026-03-312026-05-04

HDV ISHARES TR304.7K shares-0.85%2026-03-312026-05-04

CGCB CAPITAL GRP FIXED INCM ETF T1.6M shares18.07%2026-03-312026-05-04

VTEB VANGUARD MUN BD FDS824.2K shares-15.66%2026-03-312026-05-04

Sponsored

UNP UNION PAC CORP168.9K shares-7.70%2026-03-312026-05-04

XLY SELECT SECTOR SPDR TR374.3K shares-25.56%2026-03-312026-05-04

XLG INVESCO EXCHANGE TRADED FD T740.8K shares-14.15%2026-03-312026-05-04

VT VANGUARD INTL EQUITY INDEX F291.9K shares3.70%2026-03-312026-05-04

SNA SNAP ON INC111.2K shares-17.09%2026-03-312026-05-04

BKNG BOOKING HOLDINGS INC9.5K shares-7.77%2026-03-312026-05-04

IYW ISHARES TR219.7K shares-37.16%2026-03-312026-05-04

VOT VANGUARD INDEX FDS154.3K shares-4.39%2026-03-312026-05-04

Sponsored

XLC SELECT SECTOR SPDR TR355.0K shares-29.95%2026-03-312026-05-04

MU MICRON TECHNOLOGY INC116.5K shares-12.46%2026-03-312026-05-04

WFC WELLS FARGO & CO492.8K shares-16.59%2026-03-312026-05-04

DIS DISNEY WALT CO404.7K shares-17.22%2026-03-312026-05-04

PANW PALO ALTO NETWORKS INC243.2K shares-3.83%2026-03-312026-05-04

SBUX STARBUCKS CORP427.8K shares-17.48%2026-03-312026-05-04

VBR VANGUARD INDEX FDS174.0K shares-13.99%2026-03-312026-05-04

JCPB J P MORGAN EXCHANGE TRADED F798.3K shares53.15%2026-03-312026-05-04

Sponsored

CGMS CAPITAL GRP FIXED INCM ETF T1.4M shares9.42%2026-03-312026-05-04

COP CONOCOPHILLIPS279.0K shares-9.86%2026-03-312026-05-04

PULS PGIM ETF TR740.9K shares0.69%2026-03-312026-05-04

COWG PACER FDS TR1.1M shares-6.57%2026-03-312026-05-04

CGBL CAPITAL GROUP CORE BALANCED1.0M shares7.51%2026-03-312026-05-04

BSCR INVESCO EXCH TRD SLF IDX FD1.8M shares-6.05%2026-03-312026-05-04

APUE TRUST FOR PROFESSIONAL MANAG878.3K shares11.34%2026-03-312026-05-04

NVS NOVARTIS AG229.6K shares-5.43%2026-03-312026-05-04

Sponsored

TJX TJX COS INC NEW217.2K shares-12.32%2026-03-312026-05-04

FDVV FIDELITY COVINGTON TRUST626.0K shares2.32%2026-03-312026-05-04

USB US BANCORP660.5K shares-13.98%2026-03-312026-05-04

SHV ISHARES TR309.7K shares-16.23%2026-03-312026-05-04

REVS COLUMBIA ETF TR I1.2M shares4.72%2026-03-312026-05-04

ORCL ORACLE CORP231.3K shares-18.94%2026-03-312026-05-04

DFAC DIMENSIONAL ETF TRUST875.5K shares-10.54%2026-03-312026-05-04

PEP PEPSICO INC218.6K shares-11.23%2026-03-312026-05-04

Sponsored

USMV ISHARES TR365.8K shares-28.02%2026-03-312026-05-04

SO SOUTHERN CO351.2K shares-9.07%2026-03-312026-05-04

PAVE GLOBAL X FDS665.4K shares1.58%2026-03-312026-05-04

VCSH VANGUARD SCOTTSDALE FDS426.5K shares-15.56%2026-03-312026-05-04

NOW SERVICENOW INC322.2K shares-2.59%2026-03-312026-05-04

AVUS AMERICAN CENTY ETF TR299.5K shares-10.50%2026-03-312026-05-04

IAI ISHARES TR202.5K shares-14.74%2026-03-312026-05-04

VONV VANGUARD SCOTTSDALE FDS353.4K shares-9.97%2026-03-312026-05-04

Sponsored

MGK VANGUARD WORLD FD89.9K shares-18.37%2026-03-312026-05-04

ARISTA NETWORKS INC ARISTA NETWORKS INC266.9K shares-7.50%2026-03-312026-05-04

FESM FIDELITY COVINGTON TRUST860.3K shares0.56%2026-03-312026-05-04

QCOM QUALCOMM INC251.2K shares-17.96%2026-03-312026-05-04

COF CAPITAL ONE FINL CORP177.2K shares-16.08%2026-03-312026-05-04

XLU SELECT SECTOR SPDR TR703.9K shares10.35%2026-03-312026-05-04

GEV GE VERNOVA INC36.9K shares-4.50%2026-03-312026-05-04

BAC BANK AMERICA CORP659.3K shares-26.32%2026-03-312026-05-04

Sponsored

DFAI DIMENSIONAL ETF TRUST824.3K shares-2.88%2026-03-312026-05-04

PAYX PAYCHEX INC348.0K shares-6.73%2026-03-312026-05-04

CITIGROUP INC CITIGROUP INC282.3K shares-22.77%2026-03-312026-05-04

JAAA JANUS DETROIT STR TR635.0K shares6.68%2026-03-312026-05-04

SPEM SPDR INDEX SHS FDS675.9K shares-6.41%2026-03-312026-05-04

IYJ ISHARES TR214.2K shares-16.74%2026-03-312026-05-04

AIRR FIRST TR EXCHANGE TRADED FD284.5K shares10.25%2026-03-312026-05-04

IEZ ISHARES TR1.1M shares4776.92%2026-03-312026-05-04

Sponsored

GRID FIRST TR EXCHANGE-TRADED FD189.3K shares53.57%2026-03-312026-05-04

PFE PFIZER INC1.1M shares-20.18%2026-03-312026-05-04

DFUS DIMENSIONAL ETF TRUST435.9K shares-8.40%2026-03-312026-05-04

TBIL RBB FD INC618.8K shares-50.65%2026-03-312026-05-04

MO ALTRIA GROUP INC465.2K shares-9.33%2026-03-312026-05-04

SCHQ SCHWAB STRATEGIC TR976.4K shares-40.68%2026-03-312026-05-04

MEDTRONIC PLC MEDTRONIC PLC352.6K shares-7.51%2026-03-312026-05-04

FMDE FIDELITY COVINGTON TRUST845.6K shares14.11%2026-03-312026-05-04

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC262.1K shares0.02%2026-03-312026-05-04

VONG VANGUARD SCOTTSDALE FDS275.2K shares-20.53%2026-03-312026-05-04

MINT PIMCO ETF TR298.1K shares-13.87%2026-03-312026-05-04

NLR VANECK ETF TRUST224.9K shares18.13%2026-03-312026-05-04

CGHM CAPITAL GRP FIXED INCM ETF T1.2M shares-5.47%2026-03-312026-05-04

IWR ISHARES TR303.5K shares-6.22%2026-03-312026-05-04

HELO J P MORGAN EXCHANGE TRADED F460.0K shares-7.68%2026-03-312026-05-04

PVAL PUTNAM ETF TRUST628.5K shares-0.51%2026-03-312026-05-04

Sponsored

VHT VANGUARD WORLD FD106.4K shares-12.07%2026-03-312026-05-04

PSX PHILLIPS 66158.6K shares-14.32%2026-03-312026-05-04

DE DEERE & CO50.7K shares-19.95%2026-03-312026-05-04

IGV ISHARES TR353.9K shares-13.87%2026-03-312026-05-04

AXP AMERICAN EXPRESS CO93.5K shares-4.10%2026-03-312026-05-04

JMUB J P MORGAN EXCHANGE TRADED F564.1K shares-0.56%2026-03-312026-05-04

IDMO INVESCO EXCH TRADED FD TR II513.2K shares-1.80%2026-03-312026-05-04

SCHV SCHWAB STRATEGIC TR920.8K shares-13.60%2026-03-312026-05-04

Sponsored

CGXU CAPITAL GROUP INTL FOCUS EQT951.8K shares-14.29%2026-03-312026-05-04

XLP SELECT SECTOR SPDR TR342.0K shares-10.40%2026-03-312026-05-04

CGMM CAPITAL GROUP EQUITY ETF TR946.5K shares10.95%2026-03-312026-05-04

ASTRAZENECA PLC ASTRAZENECA PLC140.1K sharesnew addition2026-03-312026-05-04

LAM RESEARCH CORP LAM RESEARCH CORP129.0K shares-34.81%2026-03-312026-05-04

RING ISHARES INC347.8K shares-24.90%2026-03-312026-05-04

SPMD SPDR SERIES TRUST462.0K shares-6.70%2026-03-312026-05-04

QLC FLEXSHARES TR349.4K shares82.98%2026-03-312026-05-04

Sponsored

BK BANK NEW YORK MELLON CORP230.0K shares-16.74%2026-03-312026-05-04

QLTY GMO ETF TRUST746.2K shares6.98%2026-03-312026-05-04

PJAN INNOVATOR ETFS TRUST584.9K shares48.14%2026-03-312026-05-04

JIVE J P MORGAN EXCHANGE TRADED F314.2K shares364.52%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC99.3K shares-13.60%2026-03-312026-05-04

ADI ANALOG DEVICES INC83.1K shares-10.44%2026-03-312026-05-04

SHOP SHOPIFY INC221.0K shares15.46%2026-03-312026-05-04

EEM ISHARES TR461.0K shares23.45%2026-03-312026-05-04

Sponsored

EWJ ISHARES INC309.8K shares1.76%2026-03-312026-05-04

INTU INTUIT60.3K shares56.84%2026-03-312026-05-04

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP75.1K shares-8.88%2026-03-312026-05-04

BILS SPDR SERIES TRUST259.0K shares-5.26%2026-03-312026-05-04

HSY HERSHEY CO123.7K shares-16.45%2026-03-312026-05-04

PNC PNC FINL SVCS GROUP INC123.4K shares-19.46%2026-03-312026-05-04

IUSV ISHARES TR249.8K shares-13.26%2026-03-312026-05-04

IGEB ISHARES TR557.3K shares-35.51%2026-03-312026-05-04

Sponsored

BBUS J P MORGAN EXCHANGE TRADED F212.7K shares-0.76%2026-03-312026-05-04

DGRW WISDOMTREE TR282.7K shares-13.22%2026-03-312026-05-04

SPYI NEOS ETF TRUST497.2K shares-22.99%2026-03-312026-05-04

ESGD ISHARES TR255.6K shares-4.56%2026-03-312026-05-04

IBIT ISHARES BITCOIN TRUST ETF630.9K shares7.82%2026-03-312026-05-04

FENI FIDELITY COVINGTON TRUST647.1K shares49.79%2026-03-312026-05-04

GILD GILEAD SCIENCES INC172.6K shares-18.17%2026-03-312026-05-04

VUSB VANGUARD BD INDEX FDS481.1K shares0.09%2026-03-312026-05-04

Sponsored

DDWM WISDOMTREE TR525.8K shares-10.32%2026-03-312026-05-04

ICVT ISHARES TR227.5K shares-24.70%2026-03-312026-05-04

ILCG ISHARES TR242.1K shares-15.01%2026-03-312026-05-04

WDC WESTERN DIGITAL CORP85.3K shares9.01%2026-03-312026-05-04

BSCS INVESCO EXCH TRD SLF IDX FD1.1M shares11.34%2026-03-312026-05-04

IQV IQVIA HLDGS INC134.5K shares-17.14%2026-03-312026-05-04

VTC VANGUARD SCOTTSDALE FDS298.0K shares-5.38%2026-03-312026-05-04

CLOA BLACKROCK ETF TRUST II440.9K shares52.96%2026-03-312026-05-04

Sponsored

ESGU ISHARES TR161.4K shares-11.56%2026-03-312026-05-04

ISRG INTUITIVE SURGICAL INC49.0K shares2.14%2026-03-312026-05-04

TLT ISHARES TR260.2K shares-22.49%2026-03-312026-05-04

TXN TEXAS INSTRS INC115.9K shares-29.21%2026-03-312026-05-04

VXF VANGUARD INDEX FDS108.2K shares-24.69%2026-03-312026-05-04

SHLD GLOBAL X FDS314.1K shares38.69%2026-03-312026-05-04

JGRO J P MORGAN EXCHANGE TRADED F263.1K shares-21.43%2026-03-312026-05-04

IOO ISHARES TR183.5K shares-15.84%2026-03-312026-05-04

Sponsored

VYMI VANGUARD WHITEHALL FDS235.2K shares-11.40%2026-03-312026-05-04

AVUV AMERICAN CENTY ETF TR200.3K shares-7.22%2026-03-312026-05-04

QLTA ISHARES TR460.1K shares59.93%2026-03-312026-05-04

GARP ISHARES TR341.5K shares37.63%2026-03-312026-05-04

VMBS VANGUARD SCOTTSDALE FDS463.0K shares-12.74%2026-03-312026-05-04

SYK STRYKER CORPORATION66.0K shares18.93%2026-03-312026-05-04

BOXX EA SERIES TRUST185.9K shares31.85%2026-03-312026-05-04

SPDR SERIES TRUST SPDR SERIES TRUST225.8K shares1.74%2026-03-312026-05-04

Sponsored

DFIV DIMENSIONAL ETF TRUST408.5K shares8.65%2026-03-312026-05-04

APP APPLOVIN CORP54.1K shares-15.86%2026-03-312026-05-04

LINDE PLC LINDE PLC43.1K shares-0.92%2026-03-312026-05-04

PPA INVESCO EXCHANGE TRADED FD T128.6K shares-14.78%2026-03-312026-05-04

RWL INVESCO EXCH TRADED FD TR II184.7K shares-3.62%2026-03-312026-05-04

IUSG ISHARES TR136.7K shares-10.84%2026-03-312026-05-04

APH AMPHENOL CORP167.4K shares-12.22%2026-03-312026-05-04

FVD FIRST TR EXCHANGE-TRADED FD447.6K shares-12.54%2026-03-312026-05-04

Sponsored

DIA STATE STR SPDR DOW JONES IND45.3K shares-1.20%2026-03-312026-05-04

WM WASTE MGMT INC DEL91.2K shares-5.95%2026-03-312026-05-04

CMCSA COMCAST CORP NEW724.0K shares-18.30%2026-03-312026-05-04

VCLT VANGUARD SCOTTSDALE FDS275.8K shares-20.01%2026-03-312026-05-04

IWO ISHARES TR64.4K shares-11.40%2026-03-312026-05-04

PFXF VANECK ETF TRUST1.1M shares-21.99%2026-03-312026-05-04

VFH VANGUARD WORLD FD166.3K shares-1.27%2026-03-312026-05-04

MCK MCKESSON CORP23.2K shares-14.80%2026-03-312026-05-04

Sponsored

SPAB SPDR SERIES TRUST782.8K shares0.69%2026-03-312026-05-04

ETR ENTERGY CORP NEW178.2K shares-12.49%2026-03-312026-05-04

ED CONSOLIDATED EDISON INC176.5K shares-1.01%2026-03-312026-05-04

VCIT VANGUARD SCOTTSDALE FDS240.5K shares-10.27%2026-03-312026-05-04

FTCS FIRST TR EXCHANGE-TRADED FD214.4K shares-17.50%2026-03-312026-05-04

TMO THERMO FISHER SCIENTIFIC INC40.4K shares15.01%2026-03-312026-05-04

CMI CUMMINS INC36.7K shares-13.96%2026-03-312026-05-04

GRNY TIDAL TRUST I825.3K shares-7.76%2026-03-312026-05-04

Sponsored

VPU VANGUARD WORLD FD98.3K shares-4.67%2026-03-312026-05-04

BUFD FIRST TR EXCHNG TRADED FD VI694.6K shares-18.40%2026-03-312026-05-04

APD AIR PRODUCTS AND CHEMICALS I66.9K shares9.29%2026-03-312026-05-04

NOC NORTHROP GRUMMAN CORP28.4K shares3.96%2026-03-312026-05-04

VGSH VANGUARD SCOTTSDALE FDS329.7K shares-19.63%2026-03-312026-05-04

ICSH ISHARES TR380.5K shares-10.58%2026-03-312026-05-04

MISL FIRST TR EXCHANGE-TRADED FD429.6K shares10.60%2026-03-312026-05-04

FICO FAIR ISAAC CORP17.9K shares165.07%2026-03-312026-05-04

Sponsored

UCON FIRST TR EXCHNG TRADED FD VI767.2K shares-8.25%2026-03-312026-05-04

MOAT VANECK ETF TRUST194.2K shares-11.31%2026-03-312026-05-04

AEP AMERICAN ELEC PWR CO INC143.0K shares-18.57%2026-03-312026-05-04

KMI KINDER MORGAN INC DEL559.0K shares-23.56%2026-03-312026-05-04

CGIC CAPITAL GROUP INTERNATIONAL565.6K shares9.43%2026-03-312026-05-04

RECS COLUMBIA ETF TR I477.8K shares-18.66%2026-03-312026-05-04

IYG ISHARES TR224.8K shares-11.39%2026-03-312026-05-04

ELV ELEVANCE HEALTH INC FORMERLY63.4K shares-13.49%2026-03-312026-05-04

Sponsored

CGNG CAPITAL GROUP NEW GEOGRAPHY584.5K shares60.52%2026-03-312026-05-04

INTC INTEL CORP416.7K shares-11.25%2026-03-312026-05-04

LNG CHENIERE ENERGY INC64.8K shares12.83%2026-03-312026-05-04

XAR SPDR SERIES TRUST72.1K shares30.18%2026-03-312026-05-04

GLDM WORLD GOLD TR197.2K shares-25.36%2026-03-312026-05-04

VIS VANGUARD WORLD FD58.2K shares-8.41%2026-03-312026-05-04

BA BOEING CO90.2K shares-5.89%2026-03-312026-05-04

NEM NEWMONT CORP165.2K shares9.24%2026-03-312026-05-04

Sponsored

CDNS CADENCE DESIGN SYSTEM INC64.2K shares-15.00%2026-03-312026-05-04

DBEF DBX ETF TR360.7K shares-21.49%2026-03-312026-05-04

DELL DELL TECHNOLOGIES INC108.1K shares-13.03%2026-03-312026-05-04

CIBR FIRST TR EXCHANGE-TRADED FD283.1K shares-11.83%2026-03-312026-05-04

VIGI VANGUARD WHITEHALL FDS200.1K shares-7.04%2026-03-312026-05-04

AJG GALLAGHER ARTHUR J & CO81.4K shares-54.12%2026-03-312026-05-04

VRT VERTIV HOLDINGS CO70.1K shares-20.68%2026-03-312026-05-04

FCX FREEPORT MCMORAN INC298.7K shares-4.75%2026-03-312026-05-04

Sponsored

ADBE ADOBE INC72.2K shares-29.97%2026-03-312026-05-04

IGIB ISHARES TR329.4K shares-5.92%2026-03-312026-05-04

AVDE AMERICAN CENTY ETF TR206.1K shares6.92%2026-03-312026-05-04

IWP ISHARES TR135.3K shares-15.17%2026-03-312026-05-04

FLOT ISHARES TR339.3K shares-22.68%2026-03-312026-05-04

HWM HOWMET AEROSPACE INC75.0K shares3.91%2026-03-312026-05-04

KLAC KLA CORP11.7K shares-13.91%2026-03-312026-05-04

ICE INTERCONTINENTAL EXCHANGE IN109.3K shares71.24%2026-03-312026-05-04

Sponsored

CRWD CROWDSTRIKE HLDGS INC43.6K shares-32.45%2026-03-312026-05-04

BLV VANGUARD BD INDEX FDS247.4K shares-10.80%2026-03-312026-05-04

PWR QUANTA SVCS INC30.9K shares-13.62%2026-03-312026-05-04

ADSK AUTODESK INC70.8K shares-15.27%2026-03-312026-05-04

IBB ISHARES TR99.0K shares-13.70%2026-03-312026-05-04

VTIP VANGUARD MALVERN FDS333.9K shares-6.33%2026-03-312026-05-04

BSX BOSTON SCIENTIFIC CORP265.8K shares-0.85%2026-03-312026-05-04

AVLV AMERICAN CENTY ETF TR206.5K shares16.31%2026-03-312026-05-04

Sponsored

UNILEVER PLC UNILEVER PLC291.2K shares-9.23%2026-03-312026-05-04

ETFS GOLD TR ETFS GOLD TR371.5K shares-19.25%2026-03-312026-05-04

GLW CORNING INC121.3K shares-12.20%2026-03-312026-05-04

LHX L3HARRIS TECHNOLOGIES INC47.7K shares-8.79%2026-03-312026-05-04

AIQ GLOBAL X FDS352.1K shares-23.44%2026-03-312026-05-04

BOND PIMCO ETF TR176.3K shares-8.82%2026-03-312026-05-04

QDPL PACER FDS TR403.2K shares-14.19%2026-03-312026-05-04

SPG SIMON PPTY GROUP INC NEW86.5K shares-4.52%2026-03-312026-05-04

Sponsored

HON HONEYWELL INTL INC71.1K shares-47.01%2026-03-312026-05-04

CENCORA INC CENCORA INC51.1K shares-18.15%2026-03-312026-05-04

OUNZ VANECK MERK GOLD ETF355.7K shares-14.16%2026-03-312026-05-04

IYE ISHARES TR247.0K shares1.05%2026-03-312026-05-04

NET CLOUDFLARE INC77.4K shares20.59%2026-03-312026-05-04

CB CHUBB LTD SWITZ48.5K shares-7.25%2026-03-312026-05-04

USFR WISDOMTREE TR312.9K shares-3.89%2026-03-312026-05-04

CALF PACER FDS TR349.9K shares-35.33%2026-03-312026-05-04

Sponsored

LOW LOWES COS INC66.4K shares-10.00%2026-03-312026-05-04

PTLC PACER FDS TR299.3K shares-24.23%2026-03-312026-05-04

VOOG VANGUARD ADMIRAL FDS INC38.5K shares-2.99%2026-03-312026-05-04

ENB ENBRIDGE INC288.2K shares-17.58%2026-03-312026-05-04

BSCT INVESCO EXCH TRD SLF IDX FD833.8K shares-1.77%2026-03-312026-05-04

APIE TRUST FOR PROFESSIONAL MANAG439.8K shares5.29%2026-03-312026-05-04

TOTALENERGIES SE TOTALENERGIES SE169.7K shares-7.01%2026-03-312026-05-04

SHYG ISHARES TR364.7K shares-19.93%2026-03-312026-05-04

Sponsored

BUFQ FIRST TR EXCHNG TRADED FD VI435.9K shares-4.99%2026-03-312026-05-04

IVLU ISHARES TR386.4K shares46.86%2026-03-312026-05-04

MMM 3M CO104.8K shares-9.15%2026-03-312026-05-04

EEMS ISHARES INC219.3K shares13.27%2026-03-312026-05-04

NBOS NEUBERGER BERMAN ETF TRUST567.2K shares-7.79%2026-03-312026-05-04

FNDX SCHWAB STRATEGIC TR544.4K shares22.05%2026-03-312026-05-04

STIP ISHARES TR146.1K shares8.94%2026-03-312026-05-04

PFF ISHARES TR497.0K shares-12.02%2026-03-312026-05-04

Sponsored

BDX BECTON DICKINSON & CO95.6K shares-14.15%2026-03-312026-05-04

OBIL RBB FD INC300.2K shares-15.60%2026-03-312026-05-04

OEF ISHARES TR47.1K shares-94.76%2026-03-312026-05-04

TIP ISHARES TR135.7K shares-43.52%2026-03-312026-05-04

VRTX VERTEX PHARMACEUTICALS INC33.4K shares-12.06%2026-03-312026-05-04

CAH CARDINAL HEALTH INC70.3K shares5.06%2026-03-312026-05-04

MDYV SPDR SERIES TRUST174.1K shares6.96%2026-03-312026-05-04

JQUA J P MORGAN EXCHANGE TRADED F239.6K shares-57.12%2026-03-312026-05-04

Sponsored

BTI BRITISH AMERN TOB PLC249.6K shares-0.49%2026-03-312026-05-04

IGM ISHARES TR122.9K shares-11.09%2026-03-312026-05-04

FNDF SCHWAB STRATEGIC TR295.8K shares-16.77%2026-03-312026-05-04

LCTU BLACKROCK ETF TRUST204.0K shares-19.39%2026-03-312026-05-04

EDV VANGUARD WORLD FD220.1K shares-14.97%2026-03-312026-05-04

LVHI LEGG MASON ETF INVT352.4K shares-37.34%2026-03-312026-05-04

PFFA ETFIS SER TR I700.1K shares-0.27%2026-03-312026-05-04

EFAV ISHARES TR155.2K shares-18.75%2026-03-312026-05-04

Sponsored

ABNB AIRBNB INC112.2K shares-19.27%2026-03-312026-05-04

MNST MONSTER BEVERAGE CORP NEW195.4K shares-15.76%2026-03-312026-05-04

SPSM SPDR SERIES TRUST290.5K shares-16.57%2026-03-312026-05-04

URI UNITED RENTALS INC19.2K shares8.80%2026-03-312026-05-04

VGK VANGUARD INTL EQUITY INDEX F169.8K shares5.20%2026-03-312026-05-04

WELL WELLTOWER INC70.8K shares11.49%2026-03-312026-05-04

IBTK ISHARES TR707.8K shares-5.46%2026-03-312026-05-04

PRU PRUDENTIAL FINL INC141.5K shares-16.42%2026-03-312026-05-04

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND69.7K shares-9.72%2026-03-312026-05-04

AVDV AMERICAN CENTY ETF TR138.3K shares53.58%2026-03-312026-05-04

RCL ROYAL CARIBBEAN GROUP49.8K shares-18.42%2026-03-312026-05-04

CSX CSX CORP333.7K shares-18.84%2026-03-312026-05-04

MGV VANGUARD WORLD FD94.2K shares-14.71%2026-03-312026-05-04

EME EMCOR GROUP INC18.5K shares4.40%2026-03-312026-05-04

DAL DELTA AIR LINES INC204.7K shares70.73%2026-03-312026-05-04

DVY ISHARES TR89.1K shares-6.14%2026-03-312026-05-04

Sponsored

GTO INVESCO ACTIVELY MANAGED EXC285.8K shares1.87%2026-03-312026-05-04

VNQ VANGUARD INDEX FDS149.9K shares-7.35%2026-03-312026-05-04

BIDD BLACKROCK ETF TRUST467.0K shares-14.68%2026-03-312026-05-04

VTWO VANGUARD SCOTTSDALE FDS131.4K shares-7.39%2026-03-312026-05-04

SYSB ISHARES TR147.8K shares7.19%2026-03-312026-05-04

CTA SIMPLIFY EXCHANGE TRADED FUN435.2K shares273.79%2026-03-312026-05-04

REGN REGENERON PHARMACEUTICALS17.0K shares-14.43%2026-03-312026-05-04

VONE VANGUARD SCOTTSDALE FDS44.5K shares-39.48%2026-03-312026-05-04

Sponsored

IEI ISHARES TR110.4K shares-29.36%2026-03-312026-05-04

BMY BRISTOL-MYERS SQUIBB CO215.9K shares16.91%2026-03-312026-05-04

SNY SANOFI SA271.5K shares-8.70%2026-03-312026-05-04

MSTR STRATEGY INC104.2K shares24.55%2026-03-312026-05-04

PSFF PACER FDS TR404.5K shares-18.92%2026-03-312026-05-04

BKLN INVESCO EXCH TRADED FD TR II629.1K shares-44.62%2026-03-312026-05-04

FLDR FIDELITY MERRIMACK STR TR256.5K shares-3.23%2026-03-312026-05-04

SHEL SHELL PLC137.1K shares-5.45%2026-03-312026-05-04

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T123.0K shares-33.65%2026-03-312026-05-04

IFRA ISHARES TR222.3K shares-1.80%2026-03-312026-05-04

TFC TRUIST FINL CORP276.6K shares-14.95%2026-03-312026-05-04

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL32.4K shares-14.29%2026-03-312026-05-04

GSY INVESCO ACTIVELY MANAGED EXC252.9K shares-10.48%2026-03-312026-05-04

EMLC VANECK ETF TRUST504.8K shares45.72%2026-03-312026-05-04

MDY STATE STR SPDR S&P MIDCAP 4020.4K shares-15.21%2026-03-312026-05-04

SNOW SNOWFLAKE INC83.3K shares-4.41%2026-03-312026-05-04

Sponsored

APCB TRUST FOR PROFESSIONAL MANAG419.0K shares6.17%2026-03-312026-05-04

SPGI S&P GLOBAL INC29.0K shares-34.99%2026-03-312026-05-04

INDA ISHARES TR262.4K shares-10.85%2026-03-312026-05-04

EMXC ISHARES INC155.1K shares-21.57%2026-03-312026-05-04

EMR EMERSON ELEC CO93.0K shares-30.83%2026-03-312026-05-04

FHEQ FIDELITY GREENWOOD STREET TR413.4K shares5.45%2026-03-312026-05-04

CEG CONSTELLATION ENERGY CORP43.5K shares-7.22%2026-03-312026-05-04

FLTR VANECK ETF TRUST475.8K shares-21.63%2026-03-312026-05-04

Sponsored

SPIB SPDR SERIES TRUST361.1K shares-5.40%2026-03-312026-05-04

CHKP CHECK POINT SOFTWARE TECH LT84.7K shares-24.68%2026-03-312026-05-04

AMP AMERIPRISE FINL INC27.1K shares-66.05%2026-03-312026-05-04

GVAL CAMBRIA ETF TR359.4K shares9.19%2026-03-312026-05-04

SUB ISHARES TR111.8K shares-13.30%2026-03-312026-05-04

SCHX SCHWAB STRATEGIC TR463.9K shares17.06%2026-03-312026-05-04

CGSD CAPITAL GRP FIXED INCM ETF T461.1K shares-8.29%2026-03-312026-05-04

SHW SHERWIN WILLIAMS CO37.0K shares-30.21%2026-03-312026-05-04

Sponsored

DFAS DIMENSIONAL ETF TRUST164.6K shares10.01%2026-03-312026-05-04

CGIE CAPITAL GROUP INTERNATIONAL345.9K shares24.47%2026-03-312026-05-04

JMBS JANUS DETROIT STR TR258.6K shares-19.11%2026-03-312026-05-04

PDBC INVESCO ACTVELY MNGD ETC FD666.6K shares12.69%2026-03-312026-05-04

OKE ONEOK INC NEW127.6K shares80.11%2026-03-312026-05-04

DFSV DIMENSIONAL ETF TRUST326.5K shares15.61%2026-03-312026-05-04

QYLD GLOBAL X FDS667.0K shares-6.86%2026-03-312026-05-04

BSCU INVESCO EXCH TRD SLF IDX FD683.4K shares-5.86%2026-03-312026-05-04

Sponsored

IUS INVESCO EXCH TRD SLF IDX FD196.7K shares44.80%2026-03-312026-05-04

BLACKSTONE INC BLACKSTONE INC98.1K shares-39.56%2026-03-312026-05-04

TDTT FLEXSHARES TR463.4K shares-10.58%2026-03-312026-05-04

TE CONNECTIVITY PLC TE CONNECTIVITY PLC53.5K shares15.66%2026-03-312026-05-04

IVV

ISHARES TR

-1.35%

Shares1.8M

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

1.71%

Shares3.9M

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

-7.47%

Shares2.6M

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

-6.19%

Shares1.3M

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

-8.94%

Shares7.6M

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

-7.88%

Shares2.1M

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

-16.40%

Shares756.9K

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

-14.65%

Shares6.2M

Event2026-03-31

Filed2026-05-04

DYNF

BLACKROCK ETF TRUST

-16.27%

Shares7.2M

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-15.19%

Shares679.4K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

-16.06%

Shares613.2K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES TR

-8.48%

Shares3.3M

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-13.28%

Shares1.3M

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

-2.13%

Shares4.0M

Event2026-03-31

Filed2026-05-04

IVE

ISHARES TR

-18.18%

Shares1.7M

Event2026-03-31

Filed2026-05-04

IUSB

ISHARES TR

-2.32%

Shares7.3M

Event2026-03-31

Filed2026-05-04

EFV

ISHARES TR

-12.14%

Shares3.9M

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

-14.31%

Shares663.0K

Event2026-03-31

Filed2026-05-04

QUAL

ISHARES TR

-23.40%

Shares1.4M

Event2026-03-31

Filed2026-05-04

SCHG

SCHWAB STRATEGIC TR

-22.66%

Shares9.1M

Event2026-03-31

Filed2026-05-04