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

Currently, MML INVESTORS SERVICES, LLC holds 3254 types of securities in its portfolio with a total value $49.0B. In the most recent quarter, they have increased their positions in N/A (+1.0M shares, valued at $755.3M), VUG (+4.0M shares, valued at $342.8M), IUSB (+4.1M shares, valued at $191.1M); decreased their positions in EFV (-1.3M shares, valued at $101.2M), QUAL (-418.7K shares, valued at $91.9M), ACWX (-534.4K shares, valued at $40.7M); initiated new positions in N/A (+3.6M shares, valued at $100.5M), N/A (+3.6M shares, valued at $92.9M), N/A (+1.5M shares, valued at $74.4M).

1M P&L

+1.1B+2.77%

3M P&L

+695.0M+1.73%

HY P&L

-868.5M-2.08%

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/A28.7B

69.0%

2Semiconductors1.7B

4.2%

3Consumer Electronics896.7M

2.2%

Top Industries by Stock Count

1N/A1690 stocks

55.7%

2Banks - Regional59 stocks

1.9%

3Biotechnology52 stocks

1.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR2.8M shares55.34%2026-06-302026-08-07

NVDA NVIDIA CORPORATION4.5M shares16.65%2026-06-302026-08-07

AAPL APPLE INC3.1M shares19.72%2026-06-302026-08-07

QQQ INVESCO QQQ TR906.5K shares19.77%2026-06-302026-08-07

VEA VANGUARD TAX-MANAGED FDS9.2M shares20.41%2026-06-302026-08-07

DYNF BLACKROCK ETF TRUST9.1M shares26.17%2026-06-302026-08-07

MSFT MICROSOFT CORP1.6M shares21.39%2026-06-302026-08-07

VOO VANGUARD INDEX FDS853.3K shares25.59%2026-06-302026-08-07

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AMZN AMAZON COM INC2.4M shares13.90%2026-06-302026-08-07

IVW ISHARES TR4.0M shares19.40%2026-06-302026-08-07

GOOGL ALPHABET INC1.5M shares18.60%2026-06-302026-08-07

IUSB ISHARES TR11.4M shares56.99%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T689.9K shares12.50%2026-06-302026-08-07

IEMG ISHARES INC6.0M shares-3.80%2026-06-302026-08-07

ISHARES TR ISHARES TR4.6M shares15.30%2026-06-302026-08-07

VUG VANGUARD INDEX FDS4.6M shares600.20%2026-06-302026-08-07

Sponsored

IVE ISHARES TR1.7M shares-1.51%2026-06-302026-08-07

SCHG SCHWAB STRATEGIC TR10.8M shares19.54%2026-06-302026-08-07

BDYN BLACKROCK ETF TRUST12.5M shares20.08%2026-06-302026-08-07

BAI BLACKROCK ETF TRUST6.2M shares17.74%2026-06-302026-08-07

FELG FIDELITY COVINGTON TRUST7.2M shares17.59%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC555.4K shares22.73%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO950.9K shares19.57%2026-06-302026-08-07

VTV VANGUARD INDEX FDS1.4M shares21.11%2026-06-302026-08-07

Sponsored

BROADCOM INC BROADCOM INC816.6K shares23.74%2026-06-302026-08-07

MTUM ISHARES TR830.2K shares32.62%2026-06-302026-08-07

GOOG ALPHABET INC765.9K shares19.85%2026-06-302026-08-07

SPDR SERIES TRUST SPDR SERIES TRUST3.1M shares51.31%2026-06-302026-08-07

IJH ISHARES TR3.4M shares18.91%2026-06-302026-08-07

MUB ISHARES TR2.4M shares22.81%2026-06-302026-08-07

DGRO ISHARES TR3.4M shares7.74%2026-06-302026-08-07

CGDV CAPITAL GROUP DIVIDEND VALUE5.1M shares18.89%2026-06-302026-08-07

Sponsored

BND VANGUARD BD INDEX FDS3.4M shares27.68%2026-06-302026-08-07

EFG ISHARES TR1.9M shares25.94%2026-06-302026-08-07

IWF ISHARES TR1.9M shares320.92%2026-06-302026-08-07

QUAL ISHARES TR998.9K shares-29.54%2026-06-302026-08-07

SCHD SCHWAB STRATEGIC TR6.8M shares25.73%2026-06-302026-08-07

TSM TAIWAN SEMICONDUCTOR MANUFAC447.2K shares18.86%2026-06-302026-08-07

LLY ELI LILLY & CO176.5K shares16.70%2026-06-302026-08-07

AVEM AMERICAN CENTY ETF TR2.2M shares19.05%2026-06-302026-08-07

Sponsored

VWO VANGUARD INTL EQUITY INDEX F3.5M shares18.62%2026-06-302026-08-07

IJR ISHARES TR1.4M shares13.14%2026-06-302026-08-07

XLK SELECT SECTOR SPDR TR1.1M shares-7.54%2026-06-302026-08-07

EFV ISHARES TR2.6M shares-33.58%2026-06-302026-08-07

QQQM INVESCO EXCH TRADED FD TR II658.4K shares68.45%2026-06-302026-08-07

CGGR CAPITAL GROUP GROWTH ETF4.2M shares30.09%2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS529.1K shares16.06%2026-06-302026-08-07

BDVL BLACKROCK ETF TRUST7.4M shares25.45%2026-06-302026-08-07

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JEPI J P MORGAN EXCHANGE TRADED F3.3M shares21.10%2026-06-302026-08-07

SMH VANECK ETF TRUST282.7K shares9.25%2026-06-302026-08-07

XLF SELECT SECTOR SPDR TR3.5M shares5.53%2026-06-302026-08-07

GOVT ISHARES TR8.0M shares28.58%2026-06-302026-08-07

SPHQ INVESCO EXCHANGE TRADED FD T2.0M shares139.21%2026-06-302026-08-07

TSLA TESLA INC417.1K shares17.85%2026-06-302026-08-07

BLCR BLACKROCK ETF TRUST3.5M shares31.42%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL344.1K shares9.35%2026-06-302026-08-07

Sponsored

MBB ISHARES TR1.8M shares25.28%2026-06-302026-08-07

SPDW SPDR INDEX SHS FDS3.3M shares53.59%2026-06-302026-08-07

JIRE J P MORGAN EXCHANGE TRADED F2.0M shares15.71%2026-06-302026-08-07

CGUS CAPITAL GROUP CORE EQUITY ET3.7M shares23.61%2026-06-302026-08-07

VISA INC VISA INC474.4K shares13.09%2026-06-302026-08-07

MU MICRON TECHNOLOGY INC138.5K shares18.95%2026-06-302026-08-07

THRO BLACKROCK ETF TRUST3.7M shares-16.88%2026-06-302026-08-07

ABBVIE INC ABBVIE INC632.3K shares14.63%2026-06-302026-08-07

Sponsored

SPYG SPDR SERIES TRUST1.3M shares19.08%2026-06-302026-08-07

ISHARES TR ISHARES TR1.6M shares15.05%2026-06-302026-08-07

CGGO CAPITAL GROUP GBL GROWTH EQT3.5M shares24.63%2026-06-302026-08-07

AMD ADVANCED MICRO DEVICES INC246.4K shares5.81%2026-06-302026-08-07

CAT CATERPILLAR INC134.1K shares8.59%2026-06-302026-08-07

WMT WALMART INC1.3M shares23.98%2026-06-302026-08-07

CORO BLACKROCK ETF TRUST3.9M shares6359.92%2026-06-302026-08-07

IDEF BLACKROCK ETF TRUST4.4M shares50.14%2026-06-302026-08-07

Sponsored

APPLIED MATLS INC APPLIED MATLS INC194.6K shares3.33%2026-06-302026-08-07

GLD SPDR GOLD TR377.5K shares9.51%2026-06-302026-08-07

VB VANGUARD INDEX FDS454.6K shares21.12%2026-06-302026-08-07

VIG VANGUARD SPECIALIZED FUNDS581.7K shares17.93%2026-06-302026-08-07

BUFR FIRST TR EXCHNG TRADED FD VI3.8M shares25.47%2026-06-302026-08-07

VBK VANGUARD INDEX FDS373.1K shares13.85%2026-06-302026-08-07

RDVY FIRST TR EXCHANGE TRADED FD1.7M shares23.60%2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION140.6K shares20.16%2026-06-302026-08-07

Sponsored

LQD ISHARES TR1.2M shares20.45%2026-06-302026-08-07

RSP INVESCO EXCHANGE TRADED FD T614.0K shares-14.95%2026-06-302026-08-07

XLI SELECT SECTOR SPDR TR689.8K shares7.46%2026-06-302026-08-07

CISCO SYS INC CISCO SYS INC1.1M shares12.80%2026-06-302026-08-07

VO VANGUARD INDEX FDS1.6M shares368.24%2026-06-302026-08-07

ASML ASML HLDG NV62.9K shares47.03%2026-06-302026-08-07

SOXX ISHARES TR191.2K shares13.69%2026-06-302026-08-07

BINC BLACKROCK ETF TRUST II2.3M shares-12.49%2026-06-302026-08-07

Sponsored

PM PHILIP MORRIS INTL INC663.2K shares24.03%2026-06-302026-08-07

TLH ISHARES TR1.2M shares-12.59%2026-06-302026-08-07

IWY ISHARES TR410.2K shares4.03%2026-06-302026-08-07

VGT VANGUARD WORLD FD957.1K shares1090.39%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP832.7K shares19.69%2026-06-302026-08-07

HD HOME DEPOT INC319.7K shares18.38%2026-06-302026-08-07

FBND FIDELITY MERRIMACK STR TR2.5M shares13.88%2026-06-302026-08-07

MS MORGAN STANLEY510.7K shares17.03%2026-06-302026-08-07

Sponsored

SPMO INVESCO EXCH TRADED FD TR II659.5K shares36.59%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON408.5K shares45.03%2026-06-302026-08-07

XLE SELECT SECTOR SPDR TR2.0M shares44.74%2026-06-302026-08-07

NETFLIX INC. NETFLIX INC.1.5M shares28.54%2026-06-302026-08-07

IGSB ISHARES TR1.9M shares21.80%2026-06-302026-08-07

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F1.6M shares38.80%2026-06-302026-08-07

VV VANGUARD INDEX FDS293.6K shares14.06%2026-06-302026-08-07

BLACKROCK ETF TRUST BLACKROCK ETF TRUST3.6M sharesnew addition2026-06-302026-08-07

Sponsored

SPHY SPDR SERIES TRUST4.3M shares31.88%2026-06-302026-08-07

BNDX VANGUARD CHARLOTTE FDS2.1M shares22.77%2026-06-302026-08-07

VYM VANGUARD WHITEHALL FDS627.4K shares20.07%2026-06-302026-08-07

RTX CORPORATION RTX CORPORATION517.9K shares15.01%2026-06-302026-08-07

ITA ISHARES TR403.8K shares20.83%2026-06-302026-08-07

GS GOLDMAN SACHS GROUP INC94.6K shares15.47%2026-06-302026-08-07

MTBA SIMPLIFY EXCHANGE TRADED FUN1.9M shares18.76%2026-06-302026-08-07

COWZ PACER FDS TR1.5M shares9.82%2026-06-302026-08-07

Sponsored

BLACKROCK ETF TRUST BLACKROCK ETF TRUST3.6M sharesnew addition2026-06-302026-08-07

SCHF SCHWAB STRATEGIC TR3.3M shares25.79%2026-06-302026-08-07

CVX CHEVRON CORPORATION556.1K shares13.01%2026-06-302026-08-07

SPYV SPDR SERIES TRUST1.5M shares23.53%2026-06-302026-08-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED174.9K shares12.88%2026-06-302026-08-07

IAU ISHARES GOLD TR1.2M shares4.83%2026-06-302026-08-07

PANW PALO ALTO NETWORKS INC259.7K shares6.79%2026-06-302026-08-07

PG PROCTER & GAMBLE CO577.4K shares21.79%2026-06-302026-08-07

Sponsored

ITOT ISHARES TR500.0K shares10.75%2026-06-302026-08-07

VXUS VANGUARD STAR FDS952.2K shares38.87%2026-06-302026-08-07

VEU VANGUARD INTL EQUITY INDEX F966.4K shares20.57%2026-06-302026-08-07

JBND J P MORGAN EXCHANGE TRADED F1.5M shares19.74%2026-06-302026-08-07

EFA ISHARES TR771.2K shares16.11%2026-06-302026-08-07

VZ VERIZON COMMUNICATIONS INC1.9M shares31.52%2026-06-302026-08-07

XMMO INVESCO EXCHANGE TRADED FD T460.2K shares32.98%2026-06-302026-08-07

FBCG FIDELITY COVINGTON TRUST1.3M shares22.60%2026-06-302026-08-07

Sponsored

LMUB ISHARES TR1.5M shares27.79%2026-06-302026-08-07

AMGN AMGEN INC212.1K shares14.67%2026-06-302026-08-07

ETN EATON CORP PLC179.7K shares22.22%2026-06-302026-08-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC655.5K shares31.75%2026-06-302026-08-07

SGOV ISHARES TR757.6K shares23.11%2026-06-302026-08-07

BSV VANGUARD BD INDEX FDS970.7K shares18.37%2026-06-302026-08-07

CGDG CAPITAL GROUP DIVIDEND GROWE2.0M shares29.95%2026-06-302026-08-07

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II1.5M sharesnew addition2026-06-302026-08-07

Sponsored

GE GE AEROSPACE197.4K shares19.69%2026-06-302026-08-07

IWD ISHARES TR304.2K shares-24.14%2026-06-302026-08-07

IEF ISHARES TR771.4K shares18.22%2026-06-302026-08-07

IYW ISHARES TR288.3K shares31.20%2026-06-302026-08-07

SDVY FIRST TR EXCHANGE TRADED FD1.7M shares23.05%2026-06-302026-08-07

CGCP CAPITAL GRP FIXED INCM ETF T3.1M shares28.45%2026-06-302026-08-07

JIVE J P MORGAN EXCHANGE TRADED F751.7K shares139.23%2026-06-302026-08-07

IWM ISHARES TR227.3K shares17.58%2026-06-302026-08-07

Sponsored

CGMU CAPITAL GRP FIXED INCM ETF T2.5M shares20.29%2026-06-302026-08-07

INTC INTEL CORP476.7K shares14.39%2026-06-302026-08-07

NEXTERA ENERGY INC NEXTERA ENERGY INC756.1K shares21.21%2026-06-302026-08-07

CGGE CAPITAL GROUP GLOBAL EQUITY1.9M shares18.39%2026-06-302026-08-07

JCPB J P MORGAN EXCHANGE TRADED F1.4M shares72.56%2026-06-302026-08-07

IGV ISHARES TR710.0K shares100.64%2026-06-302026-08-07

BLK BLACKROCK INC66.6K shares21.22%2026-06-302026-08-07

LRCX LAM RESEARCH CORP147.4K shares14.29%2026-06-302026-08-07

Sponsored

IBM INTERNATIONAL BUSINESS MACHS226.0K shares18.25%2026-06-302026-08-07

SHY ISHARES TR773.9K shares31.59%2026-06-302026-08-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC152.8K shares53.95%2026-06-302026-08-07

PLD PROLOGIS INC.467.9K shares22.47%2026-06-302026-08-07

SDY SPDR SERIES TRUST414.5K shares17.79%2026-06-302026-08-07

VLUE ISHARES TR302.0K shares-2.28%2026-06-302026-08-07

KO COCA COLA CO742.1K shares18.13%2026-06-302026-08-07

DUK DUKE ENERGY CORP NEW468.2K shares22.03%2026-06-302026-08-07

Sponsored

UNP UNION PAC CORP213.7K shares26.55%2026-06-302026-08-07

FESM FIDELITY COVINGTON TRUST1.2M shares38.89%2026-06-302026-08-07

SCHW SCHWAB CHARLES CORP621.6K shares8.11%2026-06-302026-08-07

GEV GE VERNOVA INC48.7K shares31.92%2026-06-302026-08-07

MRK MERCK & CO INC444.1K shares16.82%2026-06-302026-08-07

IEUR ISHARES TR757.8K shares-30.06%2026-06-302026-08-07

TXN TEXAS INSTRS INC191.0K shares64.79%2026-06-302026-08-07

JPST J P MORGAN EXCHANGE TRADED F1.1M shares21.72%2026-06-302026-08-07

Sponsored

IQLT ISHARES TR1.1M shares-0.41%2026-06-302026-08-07

BSCQ INVESCO EXCH TRD SLF IDX FD2.9M shares19.03%2026-06-302026-08-07

UBER UBER TECHNOLOGIES INC780.6K shares7.59%2026-06-302026-08-07

GRID FIRST TR EXCHANGE-TRADED FD290.9K shares53.68%2026-06-302026-08-07

DELL DELL TECHNOLOGIES INC128.9K shares19.21%2026-06-302026-08-07

VT VANGUARD INTL EQUITY INDEX F353.3K shares21.03%2026-06-302026-08-07

PULS PGIM ETF TR1.1M shares50.29%2026-06-302026-08-07

IXUS ISHARES TR576.9K shares18.32%2026-06-302026-08-07

Sponsored

BIV VANGUARD BD INDEX FDS714.8K shares25.39%2026-06-302026-08-07

VOT VANGUARD INDEX FDS178.8K shares15.85%2026-06-302026-08-07

XLG INVESCO EXCHANGE TRADED FD T887.8K shares19.84%2026-06-302026-08-07

BIL SPDR SERIES TRUST588.9K shares7.06%2026-06-302026-08-07

PH PARKER-HANNIFIN CORP54.8K shares12.32%2026-06-302026-08-07

HYG ISHARES TR670.5K shares13.26%2026-06-302026-08-07

CGCB CAPITAL GRP FIXED INCM ETF T2.0M shares30.04%2026-06-302026-08-07

CGXU CAPITAL GROUP INTL FOCUS EQT1.5M shares60.02%2026-06-302026-08-07

Sponsored

SPEM SPDR INDEX SHS FDS1.0M shares48.26%2026-06-302026-08-07

CGBL CAPITAL GROUP CORE BALANCED1.3M shares28.36%2026-06-302026-08-07

BAC BANK OF AMER CORP895.6K shares35.84%2026-06-302026-08-07

VTEB VANGUARD MUN BD FDS1.0M shares22.27%2026-06-302026-08-07

SNA SNAP ON INC126.6K shares13.94%2026-06-302026-08-07

AVUS AMERICAN CENTY ETF TR396.8K shares32.47%2026-06-302026-08-07

ANET ARISTA NETWORKS INC296.7K shares11.18%2026-06-302026-08-07

PAVE GLOBAL X FDS844.3K shares26.88%2026-06-302026-08-07

Sponsored

USB US BANCORP823.4K shares24.66%2026-06-302026-08-07

WDC WESTERN DIGITAL CORP77.8K shares-8.86%2026-06-302026-08-07

JPEF J P MORGAN EXCHANGE TRADED F617.6K shares-8.24%2026-06-302026-08-07

VOE VANGUARD INDEX FDS248.8K shares2.92%2026-06-302026-08-07

CGMS CAPITAL GRP FIXED INCM ETF T1.8M shares31.52%2026-06-302026-08-07

REVS COLUMBIA ETF TR I1.6M shares30.33%2026-06-302026-08-07

WFC WELLS FARGO & CO591.4K shares19.99%2026-06-302026-08-07

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL50.2K shares54.92%2026-06-302026-08-07

Sponsored

IYJ ISHARES TR289.3K shares35.10%2026-06-302026-08-07

IAI ISHARES TR274.2K shares35.39%2026-06-302026-08-07

PVAL PUTNAM ETF TRUST937.7K shares49.20%2026-06-302026-08-07

SLV ISHARES SILVER TR892.1K shares12.17%2026-06-302026-08-07

KLAC KLA CORP157.4K shares1247.93%2026-06-302026-08-07

IDGT ISHARES TR396.6K shares1141.78%2026-06-302026-08-07

HDV ISHARES TR1.7M shares465.13%2026-06-302026-08-07

C CITIGROUP INC336.1K shares19.09%2026-06-302026-08-07

Sponsored

SPYI NEOS ETF TRUST882.8K shares77.55%2026-06-302026-08-07

DFAC DIMENSIONAL ETF TRUST1.1M shares20.44%2026-06-302026-08-07

LMT LOCKHEED MARTIN CORP90.9K shares14.06%2026-06-302026-08-07

AXP AMERICAN EXPRESS CO135.4K shares44.83%2026-06-302026-08-07

AIRR FIRST TR EXCHANGE TRADED FD343.6K shares20.80%2026-06-302026-08-07

QCOM QUALCOMM INC246.8K shares-1.75%2026-06-302026-08-07

VBR VANGUARD INDEX FDS187.1K shares7.54%2026-06-302026-08-07

FDVV FIDELITY COVINGTON TRUST754.0K shares20.45%2026-06-302026-08-07

Sponsored

BKNG BOOKING HOLDINGS INC253.4K shares2574.81%2026-06-302026-08-07

ABT ABBOTT LABORATORIES497.3K shares13.70%2026-06-302026-08-07

SCHO SCHWAB STRATEGIC TR1.9M shares342.66%2026-06-302026-08-07

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR984.6K shares39.87%2026-06-302026-08-07

MGK VANGUARD WORLD FD505.5K shares462.31%2026-06-302026-08-07

MCD MCDONALDS CORP164.2K shares14.55%2026-06-302026-08-07

MINT PIMCO ETF TR440.0K shares47.58%2026-06-302026-08-07

FMDE FIDELITY COVINGTON TRUST1.1M shares28.09%2026-06-302026-08-07

Sponsored

DFUS DIMENSIONAL ETF TRUST536.2K shares23.00%2026-06-302026-08-07

FENI FIDELITY COVINGTON TRUST1.1M shares69.04%2026-06-302026-08-07

T AT&T INC2.1M shares17.92%2026-06-302026-08-07

CGMM CAPITAL GROUP EQUITY ETF TR1.3M shares40.08%2026-06-302026-08-07

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VUSB VANGUARD BD INDEX FDS857.3K shares78.17%2026-06-302026-08-07

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DBEF DBX ETF TR484.7K shares34.38%2026-06-302026-08-07

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IFRA ISHARES TR253.9K shares14.22%2026-06-302026-08-07

Sponsored

MRX MAREX GROUP PLC262.6K sharesnew addition2026-06-302026-08-07

IEI ISHARES TR135.8K shares22.95%2026-06-302026-08-07

CVS CVS HEALTH CORP153.9K shares19.28%2026-06-302026-08-07

LNG CHENIERE ENERGY INC66.5K shares2.68%2026-06-302026-08-07

FHEQ FIDELITY GREENWOOD STREET TR482.7K shares16.76%2026-06-302026-08-07

CGSD CAPITAL GRP FIXED INCM ETF T616.6K shares33.74%2026-06-302026-08-07

SPIB SPDR SERIES TRUST473.6K shares31.14%2026-06-302026-08-07

MTZ MASTEC INC38.1K shares16.74%2026-06-302026-08-07

Sponsored

EMLC VANECK ETF TRUST615.4K shares21.92%2026-06-302026-08-07

OEF ISHARES TR42.9K shares-9.04%2026-06-302026-08-07

HIMU BLACKROCK ETF TRUST II313.8K shares67.09%2026-06-302026-08-07

ADP AUTOMATIC DATA PROCESSING IN69.4K shares46.41%2026-06-302026-08-07

TFC TRUIST FINL CORP311.1K shares12.46%2026-06-302026-08-07

SCHA SCHWAB STRATEGIC TR428.3K shares12.91%2026-06-302026-08-07

DVY ISHARES TR98.9K shares11.03%2026-06-302026-08-07

CLS CELESTICA INC42.0K shares64.04%2026-06-302026-08-07

Sponsored

INTU INTUIT58.6K shares-2.75%2026-06-302026-08-07

FLTR VANECK ETF TRUST595.2K shares25.09%2026-06-302026-08-07

CHUBB LIMITED CHUBB LIMITED44.7K shares-7.79%2026-06-302026-08-07

PSI INVESCO EXCHANGE TRADED FD T81.1K shares16.21%2026-06-302026-08-07

XSMO INVESCO EXCHANGE TRADED FD T162.0K shares53.73%2026-06-302026-08-07

IJT ISHARES TR84.5K shares25.42%2026-06-302026-08-07

BMY BRISTOL-MYERS SQUIBB CO261.8K shares21.26%2026-06-302026-08-07

IJJ ISHARES TR101.4K shares20.27%2026-06-302026-08-07

Sponsored

TTE TOTALENERGIES SE192.5K shares13.45%2026-06-302026-08-07

ARK ETF TR ARK ETF TR355.7K shares148.00%2026-06-302026-08-07

CARR CARRIER GLOBAL CORPORATION203.7K shares9.16%2026-06-302026-08-07

FLDR FIDELITY MERRIMACK STR TR297.2K shares15.88%2026-06-302026-08-07

ISHARES TR

55.34%

Shares2.8M

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

16.65%

Shares4.5M

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

19.72%

Shares3.1M

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

19.77%

Shares906.5K

Event2026-06-30

Filed2026-08-07

VEA

VANGUARD TAX-MANAGED FDS

20.41%

Shares9.2M

Event2026-06-30

Filed2026-08-07

DYNF

BLACKROCK ETF TRUST

26.17%

Shares9.1M

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

21.39%

Shares1.6M

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

25.59%

Shares853.3K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

13.90%

Shares2.4M

Event2026-06-30

Filed2026-08-07

IVW

ISHARES TR

19.40%

Shares4.0M

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

18.60%

Shares1.5M

Event2026-06-30

Filed2026-08-07

IUSB

ISHARES TR

56.99%

Shares11.4M

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

12.50%

Shares689.9K

Event2026-06-30

Filed2026-08-07

IEMG

ISHARES INC

-3.80%

Shares6.0M

Event2026-06-30

Filed2026-08-07

ISHARES TR

15.30%

Shares4.6M

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD INDEX FDS

600.20%

Shares4.6M

Event2026-06-30

Filed2026-08-07

IVE

ISHARES TR

-1.51%

Shares1.7M

Event2026-06-30

Filed2026-08-07

SCHG

SCHWAB STRATEGIC TR

19.54%

Shares10.8M

Event2026-06-30

Filed2026-08-07

BDYN

BLACKROCK ETF TRUST

20.08%

Shares12.5M

Event2026-06-30

Filed2026-08-07

BAI

BLACKROCK ETF TRUST

17.74%

Shares6.2M

Event2026-06-30

Filed2026-08-07

FELG

FIDELITY COVINGTON TRUST

17.59%

Shares7.2M

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

22.73%

Shares555.4K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

19.57%

Shares950.9K

Event2026-06-30

Filed2026-08-07

VTV

VANGUARD INDEX FDS

21.11%

Shares1.4M

Event2026-06-30

Filed2026-08-07

BROADCOM INC

23.74%

Shares816.6K

Event2026-06-30

Filed2026-08-07

MTUM

ISHARES TR

32.62%

Shares830.2K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

19.85%

Shares765.9K

Event2026-06-30

Filed2026-08-07

SPDR SERIES TRUST

51.31%

Shares3.1M

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

18.91%

Shares3.4M

Event2026-06-30

Filed2026-08-07

MUB

ISHARES TR

22.81%

Shares2.4M

Event2026-06-30

Filed2026-08-07

DGRO

ISHARES TR

7.74%

Shares3.4M

Event2026-06-30

Filed2026-08-07

CGDV

CAPITAL GROUP DIVIDEND VALUE

18.89%

Shares5.1M

Event2026-06-30

Filed2026-08-07

BND

VANGUARD BD INDEX FDS

27.68%

Shares3.4M

Event2026-06-30

Filed2026-08-07

EFG

ISHARES TR

25.94%

Shares1.9M

Event2026-06-30

Filed2026-08-07

IWF

ISHARES TR

320.92%

Shares1.9M

Event2026-06-30

Filed2026-08-07

QUAL

ISHARES TR

-29.54%

Shares998.9K

Event2026-06-30

Filed2026-08-07

SCHD

SCHWAB STRATEGIC TR

25.73%

Shares6.8M

Event2026-06-30

Filed2026-08-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

18.86%

Shares447.2K

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

16.70%

Shares176.5K

Event2026-06-30

Filed2026-08-07

AVEM

AMERICAN CENTY ETF TR

19.05%

Shares2.2M

Event2026-06-30

Filed2026-08-07

VWO

VANGUARD INTL EQUITY INDEX F

18.62%

Shares3.5M

Event2026-06-30

Filed2026-08-07

IJR

ISHARES TR

13.14%

Shares1.4M

Event2026-06-30

Filed2026-08-07

XLK

SELECT SECTOR SPDR TR

-7.54%

Shares1.1M

Event2026-06-30

Filed2026-08-07

EFV

ISHARES TR

-33.58%

Shares2.6M

Event2026-06-30

Filed2026-08-07

QQQM

INVESCO EXCH TRADED FD TR II

68.45%

Shares658.4K

Event2026-06-30

Filed2026-08-07

CGGR

CAPITAL GROUP GROWTH ETF

30.09%

Shares4.2M

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

16.06%

Shares529.1K

Event2026-06-30

Filed2026-08-07

BDVL

BLACKROCK ETF TRUST

25.45%

Shares7.4M

Event2026-06-30

Filed2026-08-07

JEPI

J P MORGAN EXCHANGE TRADED F

21.10%

Shares3.3M

Event2026-06-30

Filed2026-08-07

SMH

VANECK ETF TRUST

9.25%

Shares282.7K

Event2026-06-30

Filed2026-08-07

XLF

SELECT SECTOR SPDR TR

5.53%

Shares3.5M

Event2026-06-30

Filed2026-08-07

GOVT

ISHARES TR

28.58%

Shares8.0M

Event2026-06-30

Filed2026-08-07

SPHQ

INVESCO EXCHANGE TRADED FD T

139.21%

Shares2.0M

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

17.85%

Shares417.1K

Event2026-06-30

Filed2026-08-07

BLCR

BLACKROCK ETF TRUST

31.42%

Shares3.5M

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

9.35%

Shares344.1K

Event2026-06-30

Filed2026-08-07

MBB

ISHARES TR

25.28%

Shares1.8M

Event2026-06-30

Filed2026-08-07

SPDW

SPDR INDEX SHS FDS

53.59%

Shares3.3M

Event2026-06-30

Filed2026-08-07

JIRE

J P MORGAN EXCHANGE TRADED F

15.71%

Shares2.0M

Event2026-06-30

Filed2026-08-07

CGUS

CAPITAL GROUP CORE EQUITY ET

23.61%

Shares3.7M

Event2026-06-30

Filed2026-08-07

VISA INC

13.09%

Shares474.4K

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

18.95%

Shares138.5K

Event2026-06-30

Filed2026-08-07

THRO

BLACKROCK ETF TRUST

-16.88%

Shares3.7M

Event2026-06-30

Filed2026-08-07

ABBVIE INC

14.63%

Shares632.3K

Event2026-06-30

Filed2026-08-07

SPYG

SPDR SERIES TRUST

19.08%

Shares1.3M

Event2026-06-30

Filed2026-08-07

ISHARES TR

15.05%

Shares1.6M

Event2026-06-30

Filed2026-08-07

CGGO

CAPITAL GROUP GBL GROWTH EQT

24.63%

Shares3.5M

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

5.81%

Shares246.4K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

8.59%

Shares134.1K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

23.98%

Shares1.3M

Event2026-06-30

Filed2026-08-07

CORO

BLACKROCK ETF TRUST

6359.92%

Shares3.9M

Event2026-06-30

Filed2026-08-07

IDEF

BLACKROCK ETF TRUST

50.14%

Shares4.4M

Event2026-06-30

Filed2026-08-07

APPLIED MATLS INC

3.33%

Shares194.6K

Event2026-06-30

Filed2026-08-07

GLD

SPDR GOLD TR

9.51%

Shares377.5K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

21.12%

Shares454.6K

Event2026-06-30

Filed2026-08-07

VIG

VANGUARD SPECIALIZED FUNDS

17.93%

Shares581.7K

Event2026-06-30

Filed2026-08-07

BUFR

FIRST TR EXCHNG TRADED FD VI

25.47%

Shares3.8M

Event2026-06-30

Filed2026-08-07

VBK

VANGUARD INDEX FDS

13.85%

Shares373.1K

Event2026-06-30

Filed2026-08-07

RDVY

FIRST TR EXCHANGE TRADED FD

23.60%

Shares1.7M

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

20.16%

Shares140.6K

Event2026-06-30

Filed2026-08-07

LQD

ISHARES TR

20.45%

Shares1.2M

Event2026-06-30

Filed2026-08-07

RSP

INVESCO EXCHANGE TRADED FD T

-14.95%

Shares614.0K

Event2026-06-30

Filed2026-08-07

XLI

SELECT SECTOR SPDR TR

7.46%

Shares689.8K

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

12.80%

Shares1.1M

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

368.24%

Shares1.6M

Event2026-06-30

Filed2026-08-07

ASML

ASML HLDG NV

47.03%

Shares62.9K

Event2026-06-30

Filed2026-08-07

SOXX

ISHARES TR

13.69%

Shares191.2K

Event2026-06-30

Filed2026-08-07

BINC

BLACKROCK ETF TRUST II

-12.49%

Shares2.3M

Event2026-06-30

Filed2026-08-07

PHILIP MORRIS INTL INC

24.03%

Shares663.2K

Event2026-06-30

Filed2026-08-07

TLH

ISHARES TR

-12.59%

Shares1.2M

Event2026-06-30

Filed2026-08-07

IWY

ISHARES TR

4.03%

Shares410.2K

Event2026-06-30

Filed2026-08-07

VGT

VANGUARD WORLD FD

1090.39%

Shares957.1K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

19.69%

Shares832.7K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

18.38%

Shares319.7K

Event2026-06-30

Filed2026-08-07

FBND

FIDELITY MERRIMACK STR TR

13.88%

Shares2.5M

Event2026-06-30

Filed2026-08-07

MORGAN STANLEY

17.03%

Shares510.7K

Event2026-06-30

Filed2026-08-07

SPMO

INVESCO EXCH TRADED FD TR II

36.59%

Shares659.5K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

45.03%

Shares408.5K

Event2026-06-30

Filed2026-08-07

XLE

SELECT SECTOR SPDR TR

44.74%

Shares2.0M

Event2026-06-30

Filed2026-08-07

NETFLIX INC.

28.54%

Shares1.5M

Event2026-06-30

Filed2026-08-07

IGSB

ISHARES TR

21.80%

Shares1.9M

Event2026-06-30

Filed2026-08-07

J P MORGAN EXCHANGE TRADED F

38.80%

Shares1.6M

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

14.06%

Shares293.6K

Event2026-06-30

Filed2026-08-07

BLACKROCK ETF TRUST

New

Shares3.6M

Event2026-06-30

Filed2026-08-07

SPHY

SPDR SERIES TRUST

31.88%

Shares4.3M

Event2026-06-30

Filed2026-08-07

BNDX

VANGUARD CHARLOTTE FDS

22.77%

Shares2.1M

Event2026-06-30

Filed2026-08-07

VYM

VANGUARD WHITEHALL FDS

20.07%

Shares627.4K

Event2026-06-30

Filed2026-08-07

RTX CORPORATION

15.01%

Shares517.9K

Event2026-06-30

Filed2026-08-07

ITA

ISHARES TR

20.83%

Shares403.8K

Event2026-06-30

Filed2026-08-07

GOLDMAN SACHS GROUP INC

15.47%

Shares94.6K

Event2026-06-30

Filed2026-08-07

MTBA

SIMPLIFY EXCHANGE TRADED FUN

18.76%

Shares1.9M

Event2026-06-30

Filed2026-08-07

COWZ

PACER FDS TR

9.82%

Shares1.5M

Event2026-06-30

Filed2026-08-07

BLACKROCK ETF TRUST

New

Shares3.6M

Event2026-06-30

Filed2026-08-07

SCHF

SCHWAB STRATEGIC TR

25.79%

Shares3.3M

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

13.01%

Shares556.1K

Event2026-06-30

Filed2026-08-07

SPYV

SPDR SERIES TRUST

23.53%

Shares1.5M

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

12.88%

Shares174.9K

Event2026-06-30

Filed2026-08-07

IAU

ISHARES GOLD TR

4.83%

Shares1.2M

Event2026-06-30

Filed2026-08-07

PANW

PALO ALTO NETWORKS INC

6.79%

Shares259.7K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

21.79%

Shares577.4K

Event2026-06-30

Filed2026-08-07

ITOT

ISHARES TR

10.75%

Shares500.0K

Event2026-06-30

Filed2026-08-07

VXUS

VANGUARD STAR FDS

38.87%

Shares952.2K

Event2026-06-30

Filed2026-08-07

VEU

VANGUARD INTL EQUITY INDEX F

20.57%

Shares966.4K

Event2026-06-30

Filed2026-08-07

JBND

J P MORGAN EXCHANGE TRADED F

19.74%

Shares1.5M

Event2026-06-30

Filed2026-08-07

EFA

ISHARES TR

16.11%

Shares771.2K

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS INC

31.52%

Shares1.9M

Event2026-06-30

Filed2026-08-07

XMMO

INVESCO EXCHANGE TRADED FD T

32.98%

Shares460.2K

Event2026-06-30

Filed2026-08-07

FBCG

FIDELITY COVINGTON TRUST

22.60%

Shares1.3M

Event2026-06-30

Filed2026-08-07

LMUB

ISHARES TR

27.79%

Shares1.5M

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

14.67%

Shares212.1K

Event2026-06-30

Filed2026-08-07

ETN

EATON CORP PLC

22.22%

Shares179.7K

Event2026-06-30

Filed2026-08-07

PALANTIR TECHNOLOGIES INC

31.75%

Shares655.5K

Event2026-06-30

Filed2026-08-07

SGOV

ISHARES TR

23.11%

Shares757.6K

Event2026-06-30

Filed2026-08-07

BSV

VANGUARD BD INDEX FDS

18.37%

Shares970.7K

Event2026-06-30

Filed2026-08-07

CGDG

CAPITAL GROUP DIVIDEND GROWE

29.95%

Shares2.0M

Event2026-06-30

Filed2026-08-07

BLACKROCK ETF TRUST II

New

Shares1.5M

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

19.69%

Shares197.4K

Event2026-06-30

Filed2026-08-07

IWD

ISHARES TR

-24.14%

Shares304.2K

Event2026-06-30

Filed2026-08-07

IEF

ISHARES TR

18.22%

Shares771.4K

Event2026-06-30

Filed2026-08-07

IYW

ISHARES TR

31.20%

Shares288.3K

Event2026-06-30

Filed2026-08-07

SDVY

FIRST TR EXCHANGE TRADED FD

23.05%

Shares1.7M

Event2026-06-30

Filed2026-08-07

CGCP

CAPITAL GRP FIXED INCM ETF T

28.45%

Shares3.1M

Event2026-06-30

Filed2026-08-07

JIVE

J P MORGAN EXCHANGE TRADED F

139.23%

Shares751.7K

Event2026-06-30

Filed2026-08-07

IWM

ISHARES TR

17.58%

Shares227.3K

Event2026-06-30

Filed2026-08-07

CGMU

CAPITAL GRP FIXED INCM ETF T

20.29%

Shares2.5M

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

14.39%

Shares476.7K

Event2026-06-30

Filed2026-08-07

NEXTERA ENERGY INC

21.21%

Shares756.1K

Event2026-06-30

Filed2026-08-07

CGGE

CAPITAL GROUP GLOBAL EQUITY

18.39%

Shares1.9M

Event2026-06-30

Filed2026-08-07

JCPB

J P MORGAN EXCHANGE TRADED F

72.56%

Shares1.4M

Event2026-06-30

Filed2026-08-07

IGV

ISHARES TR

100.64%

Shares710.0K

Event2026-06-30

Filed2026-08-07

BLK

BLACKROCK INC

21.22%

Shares66.6K

Event2026-06-30

Filed2026-08-07

LRCX

LAM RESEARCH CORP

14.29%

Shares147.4K

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

18.25%

Shares226.0K

Event2026-06-30

Filed2026-08-07

SHY

ISHARES TR

31.59%

Shares773.9K

Event2026-06-30

Filed2026-08-07

UNITEDHEALTH GROUP INC

53.95%

Shares152.8K

Event2026-06-30

Filed2026-08-07

PLD

PROLOGIS INC.

22.47%

Shares467.9K

Event2026-06-30

Filed2026-08-07

SDY

SPDR SERIES TRUST

17.79%

Shares414.5K

Event2026-06-30

Filed2026-08-07

VLUE

ISHARES TR

-2.28%

Shares302.0K

Event2026-06-30

Filed2026-08-07

COCA COLA CO

18.13%

Shares742.1K

Event2026-06-30

Filed2026-08-07

DUK

DUKE ENERGY CORP NEW

22.03%

Shares468.2K

Event2026-06-30

Filed2026-08-07

UNP

UNION PAC CORP

26.55%

Shares213.7K

Event2026-06-30

Filed2026-08-07

FESM

FIDELITY COVINGTON TRUST

38.89%

Shares1.2M

Event2026-06-30

Filed2026-08-07

SCHW

SCHWAB CHARLES CORP

8.11%

Shares621.6K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

31.92%

Shares48.7K

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

16.82%

Shares444.1K

Event2026-06-30

Filed2026-08-07

IEUR

ISHARES TR

-30.06%

Shares757.8K

Event2026-06-30

Filed2026-08-07

TXN

TEXAS INSTRS INC

64.79%

Shares191.0K

Event2026-06-30

Filed2026-08-07

JPST

J P MORGAN EXCHANGE TRADED F

21.72%

Shares1.1M

Event2026-06-30

Filed2026-08-07

IQLT

ISHARES TR

-0.41%

Shares1.1M

Event2026-06-30

Filed2026-08-07

BSCQ

INVESCO EXCH TRD SLF IDX FD

19.03%

Shares2.9M

Event2026-06-30

Filed2026-08-07

UBER

UBER TECHNOLOGIES INC

7.59%

Shares780.6K

Event2026-06-30

Filed2026-08-07

GRID

FIRST TR EXCHANGE-TRADED FD

53.68%

Shares290.9K

Event2026-06-30

Filed2026-08-07

DELL

DELL TECHNOLOGIES INC

19.21%

Shares128.9K

Event2026-06-30

Filed2026-08-07

VANGUARD INTL EQUITY INDEX F

21.03%

Shares353.3K

Event2026-06-30

Filed2026-08-07

PULS

PGIM ETF TR

50.29%

Shares1.1M

Event2026-06-30

Filed2026-08-07

IXUS

ISHARES TR

18.32%

Shares576.9K

Event2026-06-30

Filed2026-08-07

BIV

VANGUARD BD INDEX FDS

25.39%

Shares714.8K

Event2026-06-30

Filed2026-08-07

VOT

VANGUARD INDEX FDS

15.85%

Shares178.8K

Event2026-06-30

Filed2026-08-07

XLG

INVESCO EXCHANGE TRADED FD T

19.84%

Shares887.8K

Event2026-06-30

Filed2026-08-07

BIL

SPDR SERIES TRUST

7.06%

Shares588.9K

Event2026-06-30

Filed2026-08-07

PARKER-HANNIFIN CORP

12.32%

Shares54.8K

Event2026-06-30

Filed2026-08-07

HYG

ISHARES TR

13.26%

Shares670.5K

Event2026-06-30

Filed2026-08-07

CGCB

CAPITAL GRP FIXED INCM ETF T

30.04%

Shares2.0M

Event2026-06-30

Filed2026-08-07

CGXU

CAPITAL GROUP INTL FOCUS EQT

60.02%

Shares1.5M

Event2026-06-30

Filed2026-08-07

SPEM

SPDR INDEX SHS FDS

48.26%

Shares1.0M

Event2026-06-30

Filed2026-08-07

CGBL

CAPITAL GROUP CORE BALANCED

28.36%

Shares1.3M

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMER CORP

35.84%

Shares895.6K

Event2026-06-30

Filed2026-08-07

VTEB

VANGUARD MUN BD FDS

22.27%

Shares1.0M

Event2026-06-30

Filed2026-08-07

SNA

SNAP ON INC

13.94%

Shares126.6K

Event2026-06-30

Filed2026-08-07

AVUS

AMERICAN CENTY ETF TR

32.47%

Shares396.8K

Event2026-06-30

Filed2026-08-07

ANET

ARISTA NETWORKS INC

11.18%

Shares296.7K

Event2026-06-30

Filed2026-08-07

PAVE

GLOBAL X FDS

26.88%

Shares844.3K

Event2026-06-30

Filed2026-08-07

USB

US BANCORP

24.66%

Shares823.4K

Event2026-06-30

Filed2026-08-07

WDC

WESTERN DIGITAL CORP

-8.86%

Shares77.8K

Event2026-06-30

Filed2026-08-07

JPEF

J P MORGAN EXCHANGE TRADED F

-8.24%

Shares617.6K

Event2026-06-30

Filed2026-08-07

VOE

VANGUARD INDEX FDS

2.92%

Shares248.8K

Event2026-06-30

Filed2026-08-07

CGMS

CAPITAL GRP FIXED INCM ETF T

31.52%

Shares1.8M

Event2026-06-30

Filed2026-08-07

REVS

COLUMBIA ETF TR I

30.33%

Shares1.6M

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO & CO

19.99%

Shares591.4K

Event2026-06-30

Filed2026-08-07

SEAGATE TECHNOLOGY HLDNGS PL

54.92%

Shares50.2K

Event2026-06-30

Filed2026-08-07

IYJ

ISHARES TR

35.10%

Shares289.3K

Event2026-06-30

Filed2026-08-07

IAI

ISHARES TR

35.39%

Shares274.2K

Event2026-06-30

Filed2026-08-07

PVAL

PUTNAM ETF TRUST

49.20%

Shares937.7K

Event2026-06-30

Filed2026-08-07

SLV

ISHARES SILVER TR

12.17%

Shares892.1K

Event2026-06-30

Filed2026-08-07

KLAC

KLA CORP

1247.93%

Shares157.4K

Event2026-06-30

Filed2026-08-07

IDGT

ISHARES TR

1141.78%

Shares396.6K

Event2026-06-30

Filed2026-08-07

HDV

ISHARES TR

465.13%

Shares1.7M

Event2026-06-30

Filed2026-08-07

CITIGROUP INC

19.09%

Shares336.1K

Event2026-06-30

Filed2026-08-07

SPYI

NEOS ETF TRUST

77.55%

Shares882.8K

Event2026-06-30

Filed2026-08-07

DFAC

DIMENSIONAL ETF TRUST

20.44%

Shares1.1M

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN CORP

14.06%

Shares90.9K

Event2026-06-30

Filed2026-08-07

AXP

AMERICAN EXPRESS CO

44.83%

Shares135.4K

Event2026-06-30

Filed2026-08-07

AIRR

FIRST TR EXCHANGE TRADED FD

20.80%

Shares343.6K

Event2026-06-30

Filed2026-08-07

QCOM

QUALCOMM INC

-1.75%

Shares246.8K

Event2026-06-30

Filed2026-08-07

VBR

VANGUARD INDEX FDS

7.54%

Shares187.1K

Event2026-06-30

Filed2026-08-07

FDVV

FIDELITY COVINGTON TRUST

20.45%

Shares754.0K

Event2026-06-30

Filed2026-08-07

BKNG

BOOKING HOLDINGS INC

2574.81%

Shares253.4K

Event2026-06-30

Filed2026-08-07

ABT

ABBOTT LABORATORIES

13.70%

Shares497.3K

Event2026-06-30

Filed2026-08-07

SCHO

SCHWAB STRATEGIC TR

342.66%

Shares1.9M

Event2026-06-30

Filed2026-08-07

SELECT SECTOR SPDR TR

39.87%

Shares984.6K

Event2026-06-30

Filed2026-08-07

MGK

VANGUARD WORLD FD

462.31%

Shares505.5K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

14.55%

Shares164.2K

Event2026-06-30

Filed2026-08-07

MINT

PIMCO ETF TR

47.58%

Shares440.0K

Event2026-06-30

Filed2026-08-07

FMDE

FIDELITY COVINGTON TRUST

28.09%

Shares1.1M

Event2026-06-30

Filed2026-08-07

DFUS

DIMENSIONAL ETF TRUST

23.00%

Shares536.2K

Event2026-06-30

Filed2026-08-07

FENI

FIDELITY COVINGTON TRUST

69.04%

Shares1.1M

Event2026-06-30

Filed2026-08-07

AT&T INC

17.92%

Shares2.1M

Event2026-06-30

Filed2026-08-07

CGMM

CAPITAL GROUP EQUITY ETF TR

40.08%

Shares1.3M

Event2026-06-30

Filed2026-08-07

BANK OF NY MELLON CORP

31.32%

Shares302.0K

Event2026-06-30

Filed2026-08-07

DIS

DISNEY WALT CO

12.09%

Shares453.6K

Event2026-06-30

Filed2026-08-07

ORACLE CORP

27.81%

Shares295.6K

Event2026-06-30

Filed2026-08-07

EMXC

ISHARES INC

171.22%

Shares420.6K

Event2026-06-30

Filed2026-08-07

BSCR

INVESCO EXCH TRD SLF IDX FD

21.04%

Shares2.2M

Event2026-06-30

Filed2026-08-07

VUSB

VANGUARD BD INDEX FDS

78.17%

Shares857.3K

Event2026-06-30

Filed2026-08-07

APUE

TRUST FOR PROFESSIONAL MANAG

4.96%

Shares921.9K

Event2026-06-30

Filed2026-08-07

USMV

ISHARES TR

20.42%

Shares440.5K

Event2026-06-30

Filed2026-08-07

IDMO

INVESCO EXCH TRADED FD TR II

37.20%

Shares704.2K

Event2026-06-30

Filed2026-08-07

APH

AMPHENOL CORP

43.49%

Shares240.2K

Event2026-06-30

Filed2026-08-07

QLC

FLEXSHARES TR

33.76%

Shares467.4K

Event2026-06-30

Filed2026-08-07

CRM

SALESFORCE INC

15.33%

Shares267.7K

Event2026-06-30

Filed2026-08-07

ALTRIA GROUP INC

25.15%

Shares582.2K

Event2026-06-30

Filed2026-08-07

PAYX

PAYCHEX INC

21.79%

Shares423.8K

Event2026-06-30

Filed2026-08-07

TBIL

RBB FD INC

34.47%

Shares832.0K

Event2026-06-30

Filed2026-08-07

SCHV

SCHWAB STRATEGIC TR

28.82%

Shares1.2M

Event2026-06-30

Filed2026-08-07

IWB

ISHARES TR

-40.70%

Shares100.7K

Event2026-06-30

Filed2026-08-07

SOUTHERN CO

22.33%

Shares429.7K

Event2026-06-30

Filed2026-08-07

IYZ

ISHARES TR

4133.05%

Shares962.9K

Event2026-06-30

Filed2026-08-07

SHV

ISHARES TR

18.85%

Shares368.1K

Event2026-06-30

Filed2026-08-07

VONV

VANGUARD SCOTTSDALE FDS

7.80%

Shares381.0K

Event2026-06-30

Filed2026-08-07

VCSH

VANGUARD SCOTTSDALE FDS

19.38%

Shares509.1K

Event2026-06-30

Filed2026-08-07

MRVL

MARVELL TECHNOLOGY INC

26.63%

Shares134.9K

Event2026-06-30

Filed2026-08-07

SCHR

SCHWAB STRATEGIC TR

330.96%

Shares1.6M

Event2026-06-30

Filed2026-08-07

NVS

NOVARTIS AG

11.40%

Shares255.8K

Event2026-06-30

Filed2026-08-07

IWR

ISHARES TR

18.48%

Shares359.6K

Event2026-06-30

Filed2026-08-07

CROWDSTRIKE HLDGS INC

19.13%

Shares52.0K

Event2026-06-30

Filed2026-08-07

VONG

VANGUARD SCOTTSDALE FDS

12.28%

Shares308.9K

Event2026-06-30

Filed2026-08-07

COF

CAPITAL ONE FINL CORP

10.73%

Shares196.3K

Event2026-06-30

Filed2026-08-07

TJX

TJX COS INC NEW

17.93%

Shares256.2K

Event2026-06-30

Filed2026-08-07

ADI

ANALOG DEVICES INC

17.56%

Shares97.7K

Event2026-06-30

Filed2026-08-07

JAAA

JANUS DETROIT STR TR

20.06%

Shares762.5K

Event2026-06-30

Filed2026-08-07

SBUX

STARBUCKS CORP

-12.10%

Shares376.0K

Event2026-06-30

Filed2026-08-07

WEC

WEC ENERGY GROUP INC

25.44%

Shares328.7K

Event2026-06-30

Filed2026-08-07

AVUV

AMERICAN CENTY ETF TR

53.16%

Shares306.7K

Event2026-06-30

Filed2026-08-07

PNC

PNC FINL SVCS GROUP INC

25.57%

Shares155.0K

Event2026-06-30

Filed2026-08-07

CME

CME GROUP INC

15.55%

Shares172.3K

Event2026-06-30

Filed2026-08-07

DFAI

DIMENSIONAL ETF TRUST

11.58%

Shares919.8K

Event2026-06-30

Filed2026-08-07

MEDTRONIC PLC

36.82%

Shares482.4K

Event2026-06-30

Filed2026-08-07

HELO

J P MORGAN EXCHANGE TRADED F

20.64%

Shares554.9K

Event2026-06-30

Filed2026-08-07

VRT

VERTIV HOLDINGS CO

59.47%

Shares111.7K

Event2026-06-30

Filed2026-08-07

GARP

ISHARES TR

30.65%

Shares446.1K

Event2026-06-30

Filed2026-08-07

JMUB

J P MORGAN EXCHANGE TRADED F

28.37%

Shares724.1K

Event2026-06-30

Filed2026-08-07

XLP

SELECT SECTOR SPDR TR

28.68%

Shares440.0K

Event2026-06-30

Filed2026-08-07

CGHM

CAPITAL GRP FIXED INCM ETF T

18.51%

Shares1.4M

Event2026-06-30

Filed2026-08-07

GENERAL DYNAMICS CORP

35.11%

Shares101.5K

Event2026-06-30

Filed2026-08-07

CGNG

CAPITAL GROUP NEW GEOGRAPHY

63.72%

Shares956.9K

Event2026-06-30

Filed2026-08-07

EEM

ISHARES TR

12.93%

Shares520.6K

Event2026-06-30

Filed2026-08-07

COP

CONOCOPHILLIPS

21.25%

Shares338.3K

Event2026-06-30

Filed2026-08-07

ACWX

ISHARES TR

-53.68%

Shares461.0K

Event2026-06-30

Filed2026-08-07

SERVICENOW INC

9.70%

Shares353.4K

Event2026-06-30

Filed2026-08-07

VHT

VANGUARD WORLD FD

10.14%

Shares117.1K

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

18.13%

Shares258.3K

Event2026-06-30

Filed2026-08-07

BBUS

J P MORGAN EXCHANGE TRADED F

21.83%

Shares259.1K

Event2026-06-30

Filed2026-08-07

BOXX

EA SERIES TRUST

59.76%

Shares296.9K

Event2026-06-30

Filed2026-08-07

GLW

CORNING INC

11.77%

Shares135.6K

Event2026-06-30

Filed2026-08-07

ICVT

ISHARES TR

24.07%

Shares282.2K

Event2026-06-30

Filed2026-08-07

CGIC

CAPITAL GROUP INTERNATIONAL

66.31%

Shares940.6K

Event2026-06-30

Filed2026-08-07

PPA

INVESCO EXCHANGE TRADED FD T

50.13%

Shares193.0K

Event2026-06-30

Filed2026-08-07

VYMI

VANGUARD WHITEHALL FDS

46.86%

Shares345.4K

Event2026-06-30

Filed2026-08-07

NLR

VANECK ETF TRUST

29.71%

Shares291.6K

Event2026-06-30

Filed2026-08-07

ILCG

ISHARES TR

19.09%

Shares288.3K

Event2026-06-30

Filed2026-08-07

DGRW

WISDOMTREE TR

24.22%

Shares351.2K

Event2026-06-30

Filed2026-08-07

PFE

PFIZER INC

26.44%

Shares1.4M

Event2026-06-30

Filed2026-08-07

XLV

SELECT SECTOR SPDR TR

-41.97%

Shares211.1K

Event2026-06-30

Filed2026-08-07

PJAN

INNOVATOR ETFS TRUST

14.85%

Shares671.8K

Event2026-06-30

Filed2026-08-07

SPMD

SPDR SERIES TRUST

6.31%

Shares491.1K

Event2026-06-30

Filed2026-08-07

DEERE & CO

3.04%

Shares52.2K

Event2026-06-30

Filed2026-08-07

EWJ

ISHARES INC

12.90%

Shares349.8K

Event2026-06-30

Filed2026-08-07

ASTRAZENECA PLC

22.22%

Shares171.3K

Event2026-06-30

Filed2026-08-07

PSX

PHILLIPS 66

19.93%

Shares190.2K

Event2026-06-30

Filed2026-08-07

IUSV

ISHARES TR

15.10%

Shares287.5K

Event2026-06-30

Filed2026-08-07

IUSG

ISHARES TR

21.71%

Shares166.3K

Event2026-06-30

Filed2026-08-07

COWG

PACER FDS TR

-27.52%

Shares778.0K

Event2026-06-30

Filed2026-08-07

DDWM

WISDOMTREE TR

27.23%

Shares669.0K

Event2026-06-30

Filed2026-08-07

CIBR

FIRST TR EXCHANGE-TRADED FD

20.00%

Shares339.7K

Event2026-06-30

Filed2026-08-07

VXF

VANGUARD INDEX FDS

14.48%

Shares123.9K

Event2026-06-30

Filed2026-08-07

ESGU

ISHARES TR

13.86%

Shares183.8K

Event2026-06-30

Filed2026-08-07

PFXF

VANECK ETF TRUST

46.34%

Shares1.7M

Event2026-06-30

Filed2026-08-07

TLT

ISHARES TR

31.86%

Shares343.1K

Event2026-06-30

Filed2026-08-07

AIQ

GLOBAL X FDS

26.86%

Shares446.6K

Event2026-06-30

Filed2026-08-07

CDNS

CADENCE DESIGN SYSTEM INC

21.32%

Shares77.9K

Event2026-06-30

Filed2026-08-07

HSY

HERSHEY CO

34.76%

Shares166.7K

Event2026-06-30

Filed2026-08-07

RWL

INVESCO EXCH TRADED FD TR II

23.70%

Shares228.5K

Event2026-06-30

Filed2026-08-07

IGEB

ISHARES TR

15.76%

Shares645.1K

Event2026-06-30

Filed2026-08-07

BSCS

INVESCO EXCH TRD SLF IDX FD

26.21%

Shares1.4M

Event2026-06-30

Filed2026-08-07

IQV

IQVIA HLDGS INC

10.76%

Shares149.0K

Event2026-06-30

Filed2026-08-07

XLY

SELECT SECTOR SPDR TR

-35.15%

Shares242.8K

Event2026-06-30

Filed2026-08-07

IOO

ISHARES TR

13.26%

Shares207.9K

Event2026-06-30

Filed2026-08-07

VCLT

VANGUARD SCOTTSDALE FDS

36.08%

Shares375.3K

Event2026-06-30

Filed2026-08-07

AVLV

AMERICAN CENTY ETF TR

49.87%

Shares309.5K

Event2026-06-30

Filed2026-08-07

DFIV

DIMENSIONAL ETF TRUST

25.75%

Shares513.7K

Event2026-06-30

Filed2026-08-07

APPLOVIN CORP

-0.88%

Shares53.7K

Event2026-06-30

Filed2026-08-07

CMI

CUMMINS INC

5.60%

Shares38.7K

Event2026-06-30

Filed2026-08-07

IWO

ISHARES TR

8.13%

Shares69.6K

Event2026-06-30

Filed2026-08-07

QQQI

NEOS ETF TRUST

113.96%

Shares480.0K

Event2026-06-30

Filed2026-08-07

GRNY

TIDAL TRUST I

19.26%

Shares984.2K

Event2026-06-30

Filed2026-08-07

ELV

ELEVANCE HEALTH INC FORMERLY

10.84%

Shares70.3K

Event2026-06-30

Filed2026-08-07

IBIT

ISHARES BITCOIN TRUST ETF

26.50%

Shares798.1K

Event2026-06-30

Filed2026-08-07

DBEF

DBX ETF TR

34.38%

Shares484.7K

Event2026-06-30

Filed2026-08-07

GILD

GILEAD SCIENCES INC

21.19%

Shares209.1K

Event2026-06-30

Filed2026-08-07

QLTY

GMO ETF TRUST

-15.22%

Shares632.6K

Event2026-06-30

Filed2026-08-07

STIP

ISHARES TR

76.20%

Shares257.5K

Event2026-06-30

Filed2026-08-07

VONE

VANGUARD SCOTTSDALE FDS

72.36%

Shares76.6K

Event2026-06-30

Filed2026-08-07

HWM

HOWMET AEROSPACE INC

28.45%

Shares96.3K

Event2026-06-30

Filed2026-08-07

VTC

VANGUARD SCOTTSDALE FDS

13.03%

Shares336.8K

Event2026-06-30

Filed2026-08-07

ESGD

ISHARES TR

-1.63%

Shares251.4K

Event2026-06-30

Filed2026-08-07

RECS

COLUMBIA ETF TR I

24.58%

Shares595.3K

Event2026-06-30

Filed2026-08-07

WASTE MGMT INC DEL

26.35%

Shares115.2K

Event2026-06-30

Filed2026-08-07

JGRO

J P MORGAN EXCHANGE TRADED F

-1.57%

Shares258.9K

Event2026-06-30

Filed2026-08-07

VMBS

VANGUARD SCOTTSDALE FDS

17.61%

Shares544.6K

Event2026-06-30

Filed2026-08-07

QDPL

PACER FDS TR

39.44%

Shares562.2K

Event2026-06-30

Filed2026-08-07

ISRG

INTUITIVE SURGICAL INC

29.50%

Shares63.5K

Event2026-06-30

Filed2026-08-07

HEFA

ISHARES TR

-52.66%

Shares537.6K

Event2026-06-30

Filed2026-08-07

ETR

ENTERGY CORP NEW

22.99%

Shares219.2K

Event2026-06-30

Filed2026-08-07

JNK

SPDR SERIES TRUST

15.51%

Shares260.8K

Event2026-06-30

Filed2026-08-07

QUANTA SVCS INC

12.35%

Shares34.8K

Event2026-06-30

Filed2026-08-07

TMO

THERMO FISHER SCIENTIFIC INC

23.27%

Shares49.8K

Event2026-06-30

Filed2026-08-07

AEP

AMERICAN ELEC PWR CO INC

27.36%

Shares182.2K

Event2026-06-30

Filed2026-08-07

SYK

STRYKER CORPORATION

19.51%

Shares78.9K

Event2026-06-30

Filed2026-08-07

LIN

LINDE PLC

10.96%

Shares47.8K

Event2026-06-30

Filed2026-08-07

CLOA

BLACKROCK ETF TRUST II

7.75%

Shares475.1K

Event2026-06-30

Filed2026-08-07

BUFQ

FIRST TR EXCHNG TRADED FD VI

43.84%

Shares627.1K

Event2026-06-30

Filed2026-08-07

SNOWFLAKE INC

15.94%

Shares96.6K

Event2026-06-30

Filed2026-08-07

VPU

VANGUARD WORLD FD

26.50%

Shares124.3K

Event2026-06-30

Filed2026-08-07

BILS

SPDR SERIES TRUST

-5.58%

Shares244.5K

Event2026-06-30

Filed2026-08-07

APD

AIR PRODUCTS AND CHEMICALS I

23.46%

Shares82.6K

Event2026-06-30

Filed2026-08-07

VGSH

VANGUARD SCOTTSDALE FDS

26.11%

Shares415.8K

Event2026-06-30

Filed2026-08-07

FVD

FIRST TR EXCHANGE-TRADED FD

11.51%

Shares499.1K

Event2026-06-30

Filed2026-08-07

XLC

SELECT SECTOR SPDR TR

-36.86%

Shares224.2K

Event2026-06-30

Filed2026-08-07

SHOP

SHOPIFY INC

-5.15%

Shares209.6K

Event2026-06-30

Filed2026-08-07

BUFD

FIRST TR EXCHNG TRADED FD VI

15.39%

Shares801.5K

Event2026-06-30

Filed2026-08-07

CONSOLIDATED EDISON INC

21.75%

Shares214.8K

Event2026-06-30

Filed2026-08-07

DIA

STATE STR SPDR DOW JONES IND

0.11%

Shares45.4K

Event2026-06-30

Filed2026-08-07

VOOG

VANGUARD ADMIRAL FDS INC

639.02%

Shares284.3K

Event2026-06-30

Filed2026-08-07

ICSH

ISHARES TR

21.83%

Shares463.5K

Event2026-06-30

Filed2026-08-07

MDY

STATE STR SPDR S&P MIDCAP 40

62.82%

Shares33.3K

Event2026-06-30

Filed2026-08-07

AVDE

AMERICAN CENTY ETF TR

26.79%

Shares261.3K

Event2026-06-30

Filed2026-08-07

VCIT

VANGUARD SCOTTSDALE FDS

17.21%

Shares281.8K

Event2026-06-30

Filed2026-08-07

AJG

GALLAGHER ARTHUR J & CO

24.70%

Shares101.5K

Event2026-06-30

Filed2026-08-07

URI

UNITED RENTALS INC

6.62%

Shares20.5K

Event2026-06-30

Filed2026-08-07

UCON

FIRST TR EXCHNG TRADED FD VI

21.61%

Shares932.9K

Event2026-06-30

Filed2026-08-07

XAR

SPDR SERIES TRUST

11.95%

Shares80.8K

Event2026-06-30

Filed2026-08-07

KMI

KINDER MORGAN INC DEL

27.54%

Shares713.0K

Event2026-06-30

Filed2026-08-07

CAH

CARDINAL HEALTH INC

36.46%

Shares95.9K

Event2026-06-30

Filed2026-08-07

IWP

ISHARES TR

14.66%

Shares155.1K

Event2026-06-30

Filed2026-08-07

VIS

VANGUARD WORLD FD

6.37%

Shares61.9K

Event2026-06-30

Filed2026-08-07

FTCS

FIRST TR EXCHANGE-TRADED FD

10.24%

Shares236.4K

Event2026-06-30

Filed2026-08-07

BLV

VANGUARD BD INDEX FDS

28.62%

Shares318.2K

Event2026-06-30

Filed2026-08-07

VIGI

VANGUARD WHITEHALL FDS

17.17%

Shares234.4K

Event2026-06-30

Filed2026-08-07

CMCSA

COMCAST CORP NEW

23.04%

Shares890.9K

Event2026-06-30

Filed2026-08-07

ICE

INTERCONTINENTAL EXCHANGE IN

62.09%

Shares177.1K

Event2026-06-30

Filed2026-08-07

S&P GLOBAL INC

84.36%

Shares53.5K

Event2026-06-30

Filed2026-08-07

BOEING CO

11.48%

Shares100.6K

Event2026-06-30

Filed2026-08-07

SPAB

SPDR SERIES TRUST

8.91%

Shares852.6K

Event2026-06-30

Filed2026-08-07

DATADOG INC

10.09%

Shares83.3K

Event2026-06-30

Filed2026-08-07

MNST

MONSTER BEVERAGE CORP NEW

15.50%

Shares225.6K

Event2026-06-30

Filed2026-08-07

SPSM

SPDR SERIES TRUST

28.88%

Shares374.4K

Event2026-06-30

Filed2026-08-07

DAL

DELTA AIR LINES INC

12.44%

Shares230.2K

Event2026-06-30

Filed2026-08-07

FICO

FAIR ISAAC CORP

0.58%

Shares18.0K

Event2026-06-30

Filed2026-08-07

LVHI

LEGG MASON ETF INVT

49.97%

Shares528.4K

Event2026-06-30

Filed2026-08-07

MOAT

VANECK ETF TRUST

5.13%

Shares204.2K

Event2026-06-30

Filed2026-08-07

FNDX

SCHWAB STRATEGIC TR

24.96%

Shares680.3K

Event2026-06-30

Filed2026-08-07

QLTA

ISHARES TR

-3.38%

Shares444.5K

Event2026-06-30

Filed2026-08-07

BOND

PIMCO ETF TR

29.86%

Shares229.0K

Event2026-06-30

Filed2026-08-07

FLOT

ISHARES TR

21.85%

Shares413.5K

Event2026-06-30

Filed2026-08-07

BDX

BECTON DICKINSON & CO

44.76%

Shares138.5K

Event2026-06-30

Filed2026-08-07

IGIB

ISHARES TR

19.16%

Shares392.5K

Event2026-06-30

Filed2026-08-07

IBTK

ISHARES TR

49.55%

Shares1.1M

Event2026-06-30

Filed2026-08-07

VTIP

VANGUARD MALVERN FDS

22.82%

Shares410.1K

Event2026-06-30

Filed2026-08-07

FREEPORT MCMORAN INC

9.12%

Shares325.9K

Event2026-06-30

Filed2026-08-07

PTLC

PACER FDS TR

17.17%

Shares350.6K

Event2026-06-30

Filed2026-08-07

SHYG

ISHARES TR

31.84%

Shares480.8K

Event2026-06-30

Filed2026-08-07

FRDM

EA SERIES TRUST

52.75%

Shares276.8K

Event2026-06-30

Filed2026-08-07

CALF

PACER FDS TR

13.91%

Shares398.6K

Event2026-06-30

Filed2026-08-07

CLOUDFLARE INC

6.12%

Shares82.1K

Event2026-06-30

Filed2026-08-07

BKDV

BNY MELLON ETF TRUST II

2175.55%

Shares597.7K

Event2026-06-30

Filed2026-08-07

UNILEVER PLC

13.93%

Shares331.8K

Event2026-06-30

Filed2026-08-07

CSX

CSX CORP

25.51%

Shares418.8K

Event2026-06-30

Filed2026-08-07

SCHX

SCHWAB STRATEGIC TR

45.68%

Shares675.9K

Event2026-06-30

Filed2026-08-07

AVDV

AMERICAN CENTY ETF TR

39.54%

Shares193.0K

Event2026-06-30

Filed2026-08-07

NEM

NEWMONT CORP

27.84%

Shares211.3K

Event2026-06-30

Filed2026-08-07

NOC

NORTHROP GRUMMAN CORP

35.44%

Shares38.4K

Event2026-06-30

Filed2026-08-07

IGM

ISHARES TR

-2.61%

Shares119.7K

Event2026-06-30

Filed2026-08-07

WELL

WELLTOWER INC

21.74%

Shares86.2K

Event2026-06-30

Filed2026-08-07

HOOD

ROBINHOOD MKTS INC

24.73%

Shares195.0K

Event2026-06-30

Filed2026-08-07

3M CO

15.05%

Shares120.6K

Event2026-06-30

Filed2026-08-07

ENB

ENBRIDGE INC

24.74%

Shares359.5K

Event2026-06-30

Filed2026-08-07

QTUM

ETF SER SOLUTIONS

131.28%

Shares117.0K

Event2026-06-30

Filed2026-08-07

FNDF

SCHWAB STRATEGIC TR

23.88%

Shares366.5K

Event2026-06-30

Filed2026-08-07

VRTX

VERTEX PHARMACEUTICALS INC

16.42%

Shares38.9K

Event2026-06-30

Filed2026-08-07

BSCT

INVESCO EXCH TRD SLF IDX FD

24.79%

Shares1.0M

Event2026-06-30

Filed2026-08-07

MGV

VANGUARD WORLD FD

23.79%

Shares116.6K

Event2026-06-30

Filed2026-08-07

VTHR

VANGUARD SCOTTSDALE FDS

48.20%

Shares57.4K

Event2026-06-30

Filed2026-08-07

SPG

SIMON PPTY GROUP INC NEW

-1.66%

Shares85.1K

Event2026-06-30

Filed2026-08-07

IVLU

ISHARES TR

17.78%

Shares455.1K

Event2026-06-30

Filed2026-08-07

VANGUARD SCOTTSDALE FDS

18.07%

Shares155.1K

Event2026-06-30

Filed2026-08-07

EEMS

ISHARES INC

12.67%

Shares247.1K

Event2026-06-30

Filed2026-08-07

ROYAL CARIBBEAN GROUP

18.42%

Shares59.0K

Event2026-06-30

Filed2026-08-07

GVAL

CAMBRIA ETF TR

44.17%

Shares518.1K

Event2026-06-30

Filed2026-08-07

LCTU

BLACKROCK ETF TRUST

14.05%

Shares232.6K

Event2026-06-30

Filed2026-08-07

PFF

ISHARES TR

22.99%

Shares611.3K

Event2026-06-30

Filed2026-08-07

LHX

L3HARRIS TECHNOLOGIES INC

32.83%

Shares63.4K

Event2026-06-30

Filed2026-08-07

APIE

TRUST FOR PROFESSIONAL MANAG

8.00%

Shares475.0K

Event2026-06-30

Filed2026-08-07

ARTY

ISHARES TR

185.69%

Shares241.1K

Event2026-06-30

Filed2026-08-07

NBIS

NEBIUS GROUP N.V.

9.66%

Shares66.2K

Event2026-06-30

Filed2026-08-07

BTI

BRITISH AMERN TOB PLC

17.59%

Shares293.4K

Event2026-06-30

Filed2026-08-07

OUNZ

VANECK MERK GOLD ETF

31.74%

Shares468.7K

Event2026-06-30

Filed2026-08-07

USFR

WISDOMTREE TR

14.78%

Shares359.1K

Event2026-06-30

Filed2026-08-07

SMLF

ISHARES TR

36.88%

Shares202.1K

Event2026-06-30

Filed2026-08-07

WORLD GOLD TR

14.85%

Shares226.4K

Event2026-06-30

Filed2026-08-07

JTEK

J P MORGAN EXCHANGE TRADED F

22.02%

Shares159.9K

Event2026-06-30

Filed2026-08-07

OBIL

RBB FD INC

18.87%

Shares356.9K

Event2026-06-30

Filed2026-08-07

PRU

PRUDENTIAL FINL INC

16.60%

Shares165.0K

Event2026-06-30

Filed2026-08-07

SYSB

ISHARES TR

35.73%

Shares200.6K

Event2026-06-30

Filed2026-08-07

ETFS GOLD TR

24.63%

Shares463.0K

Event2026-06-30

Filed2026-08-07

MCK

MCKESSON CORP

0.44%

Shares23.3K

Event2026-06-30

Filed2026-08-07

PSFF

PACER FDS TR

26.27%

Shares510.8K

Event2026-06-30

Filed2026-08-07

TIP

ISHARES TR

18.02%

Shares160.1K

Event2026-06-30

Filed2026-08-07

GTO

INVESCO ACTIVELY MANAGED EXC

30.63%

Shares373.4K

Event2026-06-30

Filed2026-08-07

MDYV

SPDR SERIES TRUST

5.53%

Shares183.8K

Event2026-06-30

Filed2026-08-07

EME

EMCOR GROUP INC

12.17%

Shares20.7K

Event2026-06-30

Filed2026-08-07

UDIV

FRANKLIN TEMPLETON ETF TR

New

Shares286.0K

Event2026-06-30

Filed2026-08-07

VGK

VANGUARD INTL EQUITY INDEX F

14.28%

Shares194.1K

Event2026-06-30

Filed2026-08-07

EMR

EMERSON ELEC CO

29.10%

Shares120.0K

Event2026-06-30

Filed2026-08-07

VNQ

VANGUARD INDEX FDS

18.35%

Shares177.4K

Event2026-06-30

Filed2026-08-07

JQUA

J P MORGAN EXCHANGE TRADED F

-1.37%

Shares236.4K

Event2026-06-30

Filed2026-08-07

LOW

LOWES COS INC

16.56%

Shares77.4K

Event2026-06-30

Filed2026-08-07

VST

VISTRA CORP

54.56%

Shares106.4K

Event2026-06-30

Filed2026-08-07

SHLD

GLOBAL X FDS

-10.36%

Shares281.5K

Event2026-06-30

Filed2026-08-07

ABNB

AIRBNB INC

4.52%

Shares117.2K

Event2026-06-30

Filed2026-08-07

MISL

FIRST TR EXCHANGE-TRADED FD

-14.70%

Shares366.4K

Event2026-06-30

Filed2026-08-07

XMHQ

INVESCO EXCHANGE TRADED FD T

19.23%

Shares146.7K

Event2026-06-30

Filed2026-08-07

PFFA

ETFIS SER TR I

14.44%

Shares801.1K

Event2026-06-30

Filed2026-08-07

SUB

ISHARES TR

37.72%

Shares154.0K

Event2026-06-30

Filed2026-08-07

DFAE

DIMENSIONAL ETF TRUST

37.50%

Shares406.8K

Event2026-06-30

Filed2026-08-07

SHW

SHERWIN WILLIAMS CO

27.84%

Shares47.4K

Event2026-06-30

Filed2026-08-07

RKLB

ROCKET LAB CORP

33.13%

Shares160.3K

Event2026-06-30

Filed2026-08-07

IBB

ISHARES TR

-13.48%

Shares85.6K

Event2026-06-30

Filed2026-08-07

ADOBE INC

9.27%

Shares78.9K

Event2026-06-30

Filed2026-08-07

MAS

MASCO CORP

11.34%

Shares198.8K

Event2026-06-30

Filed2026-08-07

BIDD

BLACKROCK ETF TRUST

14.65%

Shares535.4K

Event2026-06-30

Filed2026-08-07

CGIE

CAPITAL GROUP INTERNATIONAL

25.83%

Shares435.3K

Event2026-06-30

Filed2026-08-07

IFRA

ISHARES TR

14.22%

Shares253.9K

Event2026-06-30

Filed2026-08-07

MRX

MAREX GROUP PLC

New

Shares262.6K

Event2026-06-30

Filed2026-08-07

IEI

ISHARES TR

22.95%

Shares135.8K

Event2026-06-30

Filed2026-08-07

CVS

CVS HEALTH CORP

19.28%

Shares153.9K

Event2026-06-30

Filed2026-08-07

LNG

CHENIERE ENERGY INC

2.68%

Shares66.5K

Event2026-06-30

Filed2026-08-07

FHEQ

FIDELITY GREENWOOD STREET TR

16.76%

Shares482.7K

Event2026-06-30

Filed2026-08-07

CGSD

CAPITAL GRP FIXED INCM ETF T

33.74%

Shares616.6K

Event2026-06-30

Filed2026-08-07

SPIB

SPDR SERIES TRUST

31.14%

Shares473.6K

Event2026-06-30

Filed2026-08-07

MTZ

MASTEC INC

16.74%

Shares38.1K

Event2026-06-30

Filed2026-08-07

EMLC

VANECK ETF TRUST

21.92%

Shares615.4K

Event2026-06-30

Filed2026-08-07

OEF

ISHARES TR

-9.04%

Shares42.9K

Event2026-06-30

Filed2026-08-07

HIMU

BLACKROCK ETF TRUST II

67.09%

Shares313.8K

Event2026-06-30

Filed2026-08-07

ADP

AUTOMATIC DATA PROCESSING IN

46.41%

Shares69.4K

Event2026-06-30

Filed2026-08-07

TFC

TRUIST FINL CORP

12.46%

Shares311.1K

Event2026-06-30

Filed2026-08-07

SCHA

SCHWAB STRATEGIC TR

12.91%

Shares428.3K

Event2026-06-30

Filed2026-08-07

DVY

ISHARES TR

11.03%

Shares98.9K

Event2026-06-30

Filed2026-08-07

CLS

CELESTICA INC

64.04%

Shares42.0K

Event2026-06-30

Filed2026-08-07

INTU

INTUIT

-2.75%

Shares58.6K

Event2026-06-30

Filed2026-08-07

FLTR

VANECK ETF TRUST

25.09%

Shares595.2K

Event2026-06-30

Filed2026-08-07

CHUBB LIMITED

-7.79%

Shares44.7K

Event2026-06-30

Filed2026-08-07

PSI

INVESCO EXCHANGE TRADED FD T

16.21%

Shares81.1K

Event2026-06-30

Filed2026-08-07

XSMO

INVESCO EXCHANGE TRADED FD T

53.73%

Shares162.0K

Event2026-06-30

Filed2026-08-07

IJT

ISHARES TR

25.42%

Shares84.5K

Event2026-06-30

Filed2026-08-07

BMY

BRISTOL-MYERS SQUIBB CO

21.26%

Shares261.8K

Event2026-06-30

Filed2026-08-07

IJJ

ISHARES TR

20.27%

Shares101.4K

Event2026-06-30

Filed2026-08-07

TTE

TOTALENERGIES SE

13.45%

Shares192.5K

Event2026-06-30

Filed2026-08-07

ARK ETF TR

148.00%

Shares355.7K

Event2026-06-30

Filed2026-08-07

CARR

CARRIER GLOBAL CORPORATION

9.16%

Shares203.7K

Event2026-06-30

Filed2026-08-07

FLDR

FIDELITY MERRIMACK STR TR

15.88%

Shares297.2K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available