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The Analysis of PARK AVENUE SECURITIES LLC's Holdings & P&L

Currently, PARK AVENUE SECURITIES LLC holds 1776 types of securities in its portfolio with a total value $16.0M. In the most recent quarter, they have increased their positions in N/A (+678.6K shares, valued at $508.2K), IUSB (+4.0M shares, valued at $182.6K), CORO (+4.3M shares, valued at $156.7K); decreased their positions in QUAL (-879.8K shares, valued at $193.1K), EFV (-2.4M shares, valued at $183.7K), IEMG (-1.5M shares, valued at $127.5K); initiated new positions in IDEF (+4.8M shares, valued at $152.2K), N/A (+192.3K shares, valued at $143.6K), DFIC (+3.0M shares, valued at $110.2K).

1M P&L

-57.2M-0.44%

3M P&L

+209.8M+1.63%

HY P&L

+1.3B+11.11%

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/A10.2M

77.0%

2Semiconductors441.3K

3.3%

3Internet Content & Information187.9K

1.4%

Top Industries by Stock Count

1N/A761 stocks

46.6%

2Banks - Regional43 stocks

2.6%

3Asset Management31 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR1.9M shares57.74%2026-06-302026-07-20

IUSB ISHARES TR12.9M shares44.18%2026-06-302026-07-20

IVW ISHARES TR3.9M shares0.32%2026-06-302026-07-20

DYNF BLACKROCK ETF TRUST7.7M shares2.97%2026-06-302026-07-20

IVE ISHARES TR1.8M shares-17.65%2026-06-302026-07-20

IEMG ISHARES INC4.2M shares-26.73%2026-06-302026-07-20

BAI BLACKROCK ETF TRUST5.3M shares-14.74%2026-06-302026-07-20

EFV ISHARES TR3.5M shares-40.94%2026-06-302026-07-20

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EFG ISHARES TR2.1M shares3.74%2026-06-302026-07-20

NVDA NVIDIA CORPORATION1.1M shares1.55%2026-06-302026-07-20

MTUM ISHARES TR639.9K shares-11.43%2026-06-302026-07-20

DFAC DIMENSIONAL ETF TRUST4.2M shares9.10%2026-06-302026-07-20

BLCR BLACKROCK ETF TRUST3.7M shares7.33%2026-06-302026-07-20

AAPL APPLE INC613.0K shares1.73%2026-06-302026-07-20

CORO BLACKROCK ETF TRUST4.3M shares23480.83%2026-06-302026-07-20

IDEF BLACKROCK ETF TRUST4.8M sharesnew addition2026-06-302026-07-20

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GOVT ISHARES TR6.6M shares10.67%2026-06-302026-07-20

THRO BLACKROCK ETF TRUST3.4M shares-31.07%2026-06-302026-07-20

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T192.3K sharesnew addition2026-06-302026-07-20

MBB ISHARES TR1.5M shares10.21%2026-06-302026-07-20

TLH ISHARES TR1.4M shares-20.45%2026-06-302026-07-20

VBR VANGUARD INDEX FDS538.7K shares4.08%2026-06-302026-07-20

MUB ISHARES TR1.1M shares3.83%2026-06-302026-07-20

SCHG SCHWAB STRATEGIC TR3.5M shares2.30%2026-06-302026-07-20

Sponsored

AVUS AMERICAN CENTY ETF TR914.8K shares13.40%2026-06-302026-07-20

GOOGL ALPHABET INC314.7K shares2.18%2026-06-302026-07-20

BDYN BLACKROCK ETF TRUST4.0M shares5.23%2026-06-302026-07-20

MSFT MICROSOFT CORP297.1K shares2.17%2026-06-302026-07-20

DUHP DIMENSIONAL ETF TRUST2.6M shares6.77%2026-06-302026-07-20

DFIC DIMENSIONAL ETF TRUST3.0M sharesnew addition2026-06-302026-07-20

BLACKROCK ETF TRUST BLACKROCK ETF TRUST3.9M sharesnew addition2026-06-302026-07-20

AMZN AMAZON COM INC445.2K shares2.52%2026-06-302026-07-20

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SPDR SERIES TRUST SPDR SERIES TRUST1.1M shares2.50%2026-06-302026-07-20

VB VANGUARD INDEX FDS302.9K shares5.03%2026-06-302026-07-20

VIG VANGUARD SPECIALIZED FUNDS378.1K shares9.26%2026-06-302026-07-20

SPDW SPDR INDEX SHS FDS1.7M shares-3.08%2026-06-302026-07-20

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II1.7M sharesnew addition2026-06-302026-07-20

VANGUARD INDEX FDS VANGUARD INDEX FDS214.9K shares0.41%2026-06-302026-07-20

BROADCOM INC BROADCOM INC201.5K shares1.51%2026-06-302026-07-20

ISHARES TR ISHARES TR691.9K shares4.58%2026-06-302026-07-20

Sponsored

DFIS DIMENSIONAL ETF TRUST1.9M shares6.55%2026-06-302026-07-20

AVLV AMERICAN CENTY ETF TR706.0K shares-0.60%2026-06-302026-07-20

XLK SELECT SECTOR SPDR TR327.9K shares-13.58%2026-06-302026-07-20

BDVL BLACKROCK ETF TRUST2.3M shares5.77%2026-06-302026-07-20

META PLATFORMS INC META PLATFORMS INC106.2K shares6.60%2026-06-302026-07-20

VEA VANGUARD TAX-MANAGED FDS837.5K shares-2.42%2026-06-302026-07-20

LMUB ISHARES TR1.2M shares5.09%2026-06-302026-07-20

AVEM AMERICAN CENTY ETF TR613.4K shares1.08%2026-06-302026-07-20

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO164.6K shares2.90%2026-06-302026-07-20

TSLA TESLA INC125.2K shares2.69%2026-06-302026-07-20

AVDV AMERICAN CENTY ETF TR508.3K shares6.12%2026-06-302026-07-20

MU MICRON TECHNOLOGY INC44.7K shares6.22%2026-06-302026-07-20

GOOG ALPHABET INC137.9K sharesnew addition2026-06-302026-07-20

QUAL ISHARES TR221.9K shares-79.86%2026-06-302026-07-20

SMH VANECK ETF TRUST71.8K shares18.70%2026-06-302026-07-20

DIHP DIMENSIONAL ETF TRUST1.4M shares7.76%2026-06-302026-07-20

Sponsored

IAU ISHARES GOLD TR606.1K shares3.71%2026-06-302026-07-20

VOO VANGUARD INDEX FDS65.8K shares-3.10%2026-06-302026-07-20

ACWX ISHARES TR584.6K shares9.06%2026-06-302026-07-20

AVLC AMERICAN CENTY ETF TR480.4K shares13.01%2026-06-302026-07-20

DFSD DIMENSIONAL ETF TRUST903.2K shares17.34%2026-06-302026-07-20

LLY ELI LILLY & CO35.6K shares11.17%2026-06-302026-07-20

DFAE DIMENSIONAL ETF TRUST1.0M shares7.20%2026-06-302026-07-20

XLF SELECT SECTOR SPDR TR742.5K shares-11.15%2026-06-302026-07-20

Sponsored

IWF ISHARES TR318.5K sharesnew addition2026-06-302026-07-20

SPTM SPDR SERIES TRUST417.5K shares0.83%2026-06-302026-07-20

CISCO SYS INC CISCO SYS INC322.4K shares2.32%2026-06-302026-07-20

XLI SELECT SECTOR SPDR TR203.0K shares-10.42%2026-06-302026-07-20

SPEM SPDR INDEX SHS FDS725.0K shares2.40%2026-06-302026-07-20

AVDE AMERICAN CENTY ETF TR415.8K shares13.48%2026-06-302026-07-20

LRCX LAM RESEARCH CORP84.4K shares4.25%2026-06-302026-07-20

VTV VANGUARD INDEX FDS164.8K shares6.70%2026-06-302026-07-20

Sponsored

AMD ADVANCED MICRO DEVICES INC61.7K shares16.04%2026-06-302026-07-20

QQQ INVESCO QQQ TR48.0K shares7.59%2026-06-302026-07-20

BINC BLACKROCK ETF TRUST II675.2K shares-58.41%2026-06-302026-07-20

LQD ISHARES TR322.0K shares5.88%2026-06-302026-07-20

ISHARES TR ISHARES TR362.2K shares-17.68%2026-06-302026-07-20

CAT CATERPILLAR INC32.6K shares8.36%2026-06-302026-07-20

EMLC VANECK ETF TRUST1.3M shares3.08%2026-06-302026-07-20

LCTU BLACKROCK ETF TRUST419.4K shares-3.28%2026-06-302026-07-20

Sponsored

ESGU ISHARES TR201.4K shares-2.04%2026-06-302026-07-20

IWB ISHARES TR80.0K shares-2.28%2026-06-302026-07-20

BSV VANGUARD BD INDEX FDS415.9K shares4.77%2026-06-302026-07-20

SCHF SCHWAB STRATEGIC TR1.2M shares5.85%2026-06-302026-07-20

XLSR SSGA ACTIVE TR495.6K shares-1.49%2026-06-302026-07-20

VGSH VANGUARD SCOTTSDALE FDS541.5K shares14.32%2026-06-302026-07-20

BBUS J P MORGAN EXCHANGE TRADED F233.8K sharesnew addition2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL62.5K shares-18.58%2026-06-302026-07-20

Sponsored

WMT WALMART INC274.9K shares-4.03%2026-06-302026-07-20

VISA INC VISA INC90.0K shares-8.64%2026-06-302026-07-20

SPHQ INVESCO EXCHANGE TRADED FD T340.3K shares1187.47%2026-06-302026-07-20

JNJ JOHNSON & JOHNSON119.4K shares-2.97%2026-06-302026-07-20

TSM TAIWAN SEMICONDUCTOR MANUFAC62.6K shares1.81%2026-06-302026-07-20

BLACKROCK ETF TRUST BLACKROCK ETF TRUST1.2M sharesnew addition2026-06-302026-07-20

AVIG AMERICAN CENTY ETF TR708.2K shares11.67%2026-06-302026-07-20

SPTB SPDR SERIES TRUST975.0K shares-1.08%2026-06-302026-07-20

Sponsored

VCIT VANGUARD SCOTTSDALE FDS353.0K shares10.06%2026-06-302026-07-20

INTC INTEL CORP208.6K shares-4.00%2026-06-302026-07-20

SPMO INVESCO EXCH TRADED FD TR II178.6K shares25.13%2026-06-302026-07-20

AVUV AMERICAN CENTY ETF TR224.1K shares6.82%2026-06-302026-07-20

DFSV DIMENSIONAL ETF TRUST714.2K shares5.62%2026-06-302026-07-20

ALAB ASTERA LABS INC54.7K shares2.98%2026-06-302026-07-20

IJH ISHARES TR341.5K sharesnew addition2026-06-302026-07-20

CVX CHEVRON CORPORATION155.7K shares-7.87%2026-06-302026-07-20

Sponsored

GE GE AEROSPACE68.6K shares-6.51%2026-06-302026-07-20

BIL SPDR SERIES TRUST278.9K shares-8.56%2026-06-302026-07-20

SPTS SPDR SERIES TRUST867.5K shares0.72%2026-06-302026-07-20

IYW ISHARES TR98.8K sharesnew addition2026-06-302026-07-20

ABBVIE INC ABBVIE INC98.9K shares-4.76%2026-06-302026-07-20

USMV ISHARES TR256.3K shares-3.99%2026-06-302026-07-20

IJR ISHARES TR164.4K shares-7.09%2026-06-302026-07-20

KLAC KLA CORP80.7K shares1030.90%2026-06-302026-07-20

Sponsored

NBIS NEBIUS GROUP N.V.87.2K shares-1.85%2026-06-302026-07-20

EXXON MOBIL CORP EXXON MOBIL CORP173.7K shares22.66%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION25.3K shares4.65%2026-06-302026-07-20

WDC WESTERN DIGITAL CORP36.7K shares-4.48%2026-06-302026-07-20

DSI ISHARES TR163.5K shares-2.06%2026-06-302026-07-20

APPLIED MATLS INC APPLIED MATLS INC32.1K shares0.18%2026-06-302026-07-20

TFI SPDR SERIES TRUST499.6K sharesnew addition2026-06-302026-07-20

IWD ISHARES TR93.1K shares-2.89%2026-06-302026-07-20

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ASML ASML HLDG NV11.2K shares21.40%2026-06-302026-07-20

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC188.9K shares1.59%2026-06-302026-07-20

ANET ARISTA NETWORKS INC128.8K shares3.92%2026-06-302026-07-20

SPYV SPDR SERIES TRUST358.9K shares10.81%2026-06-302026-07-20

DFAS DIMENSIONAL ETF TRUST264.6K shares13.39%2026-06-302026-07-20

SHYG ISHARES TR512.4K shares-5.85%2026-06-302026-07-20

MASTERCARD INCORPORATED MASTERCARD INCORPORATED41.9K shares-17.86%2026-06-302026-07-20

VEU VANGUARD INTL EQUITY INDEX F256.5K shares-11.47%2026-06-302026-07-20

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AVSC AMERICAN CENTY ETF TR291.0K shares12.83%2026-06-302026-07-20

USXF ISHARES TR306.4K shares-1.23%2026-06-302026-07-20

JNK SPDR SERIES TRUST220.4K shares38.95%2026-06-302026-07-20

SPSM SPDR SERIES TRUST366.0K shares-2.59%2026-06-302026-07-20

DFAU DIMENSIONAL ETF TRUST404.1K shares31.49%2026-06-302026-07-20

IXUS ISHARES TR216.7K shares1.02%2026-06-302026-07-20

GEV GE VERNOVA INC17.5K shares45.20%2026-06-302026-07-20

ITA ISHARES TR84.8K shares-0.37%2026-06-302026-07-20

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JQUA J P MORGAN EXCHANGE TRADED F282.1K shares37.47%2026-06-302026-07-20

ILCG ISHARES TR170.9K shares61.34%2026-06-302026-07-20

DFAT DIMENSIONAL ETF TRUST283.6K shares13.69%2026-06-302026-07-20

MFEM PIMCO EQUITY SER699.0K shares2.91%2026-06-302026-07-20

SPTI SPDR SERIES TRUST684.0K shares10.88%2026-06-302026-07-20

HYG ISHARES TR242.2K shares22.08%2026-06-302026-07-20

BE BLOOM ENERGY CORP63.8K shares0.85%2026-06-302026-07-20

EFA ISHARES TR185.6K shares49.32%2026-06-302026-07-20

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BNDX VANGUARD CHARLOTTE FDS391.9K shares2.09%2026-06-302026-07-20

PM PHILIP MORRIS INTL INC104.7K sharesnew addition2026-06-302026-07-20

IVLU ISHARES TR451.3K shares3.87%2026-06-302026-07-20

HD HOME DEPOT INC53.4K shares1.32%2026-06-302026-07-20

RTX CORPORATION RTX CORPORATION98.8K shares-2.32%2026-06-302026-07-20

IEUR ISHARES TR243.0K sharesnew addition2026-06-302026-07-20

XLE SELECT SECTOR SPDR TR343.9K shares61.53%2026-06-302026-07-20

JAAA JANUS DETROIT STR TR359.2K sharesnew addition2026-06-302026-07-20

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GS GOLDMAN SACHS GROUP INC17.7K sharesnew addition2026-06-302026-07-20

DGS WISDOMTREE TR271.6K shares4.32%2026-06-302026-07-20

SPTL SPDR SERIES TRUST660.3K shares3.86%2026-06-302026-07-20

SPIB SPDR SERIES TRUST515.1K shares16.10%2026-06-302026-07-20

DMBS DOUBLELINE ETF TRUST350.6K shares12.51%2026-06-302026-07-20

C CITIGROUP INC119.6K shares-3.60%2026-06-302026-07-20

PG PROCTER & GAMBLE CO113.5K shares3.14%2026-06-302026-07-20

IWM ISHARES TR54.5K shares4.68%2026-06-302026-07-20

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VGIT VANGUARD SCOTTSDALE FDS277.0K shares24.90%2026-06-302026-07-20

HOOD ROBINHOOD MKTS INC162.6K shares-0.99%2026-06-302026-07-20

SGOV ISHARES TR160.0K shares37.23%2026-06-302026-07-20

SPAB SPDR SERIES TRUST616.8K shares1.19%2026-06-302026-07-20

BKLN INVESCO EXCH TRADED FD TR II770.8K shares31.04%2026-06-302026-07-20

NETFLIX INC. NETFLIX INC.218.0K shares-18.52%2026-06-302026-07-20

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC37.1K shares26.07%2026-06-302026-07-20

MS MORGAN STANLEY73.6K shares5.09%2026-06-302026-07-20

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VWO VANGUARD INTL EQUITY INDEX F257.3K shares12.17%2026-06-302026-07-20

VYM VANGUARD WHITEHALL FDS96.4K shares3.48%2026-06-302026-07-20

RSP INVESCO EXCHANGE TRADED FD T71.4K shares-49.00%2026-06-302026-07-20

SPMD SPDR SERIES TRUST224.7K sharesnew addition2026-06-302026-07-20

APUE TRUST FOR PROFESSIONAL MANAG327.3K sharesnew addition2026-06-302026-07-20

JPIE J P MORGAN EXCHANGE TRADED F322.9K shares9.16%2026-06-302026-07-20

SOXX ISHARES TR23.2K shares9.42%2026-06-302026-07-20

EMXC ISHARES INC144.6K shares66.17%2026-06-302026-07-20

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DFCF DIMENSIONAL ETF TRUST348.2K shares38.64%2026-06-302026-07-20

EAGG ISHARES TR309.9K shares29.23%2026-06-302026-07-20

CLSE TRUST FOR PROFESSIONAL MANAG416.6K shares150.96%2026-06-302026-07-20

SJNK SPDR SERIES TRUST567.6K shares-0.09%2026-06-302026-07-20

XLC SELECT SECTOR SPDR TR132.0K shares-23.40%2026-06-302026-07-20

AVSF AMERICAN CENTY ETF TR302.6K shares11.70%2026-06-302026-07-20

SHY ISHARES TR171.5K shares17.16%2026-06-302026-07-20

EWJ ISHARES INC149.0K shares14.98%2026-06-302026-07-20

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TJX TJX COS INC NEW91.0K shares-5.03%2026-06-302026-07-20

PANW PALO ALTO NETWORKS INC40.4K shares-4.14%2026-06-302026-07-20

MRK MERCK & CO INC106.9K shares-1.94%2026-06-302026-07-20

SNDK SANDISK CORP6.0K shares143.96%2026-06-302026-07-20

JBND J P MORGAN EXCHANGE TRADED F254.9K shares62.93%2026-06-302026-07-20

ESGE ISHARES INC249.2K shares-20.59%2026-06-302026-07-20

BAC BANK OF AMER CORP238.7K shares2.28%2026-06-302026-07-20

GLD SPDR GOLD TR36.8K shares-21.11%2026-06-302026-07-20

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VONG VANGUARD SCOTTSDALE FDS105.5K shares23.33%2026-06-302026-07-20

DISV DIMENSIONAL ETF TRUST335.6K shares-8.78%2026-06-302026-07-20

PFF ISHARES TR438.4K sharesnew addition2026-06-302026-07-20

VOE VANGUARD INDEX FDS67.6K shares1.11%2026-06-302026-07-20

JIRE J P MORGAN EXCHANGE TRADED F160.5K shares-7.99%2026-06-302026-07-20

VZ VERIZON COMMUNICATIONS INC308.3K shares-11.78%2026-06-302026-07-20

VUG VANGUARD INDEX FDS147.7K shares490.13%2026-06-302026-07-20

FNDX SCHWAB STRATEGIC TR404.2K shares7.09%2026-06-302026-07-20

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MGK VANGUARD WORLD FD142.4K sharesnew addition2026-06-302026-07-20

SYSB ISHARES TR141.1K shares6.09%2026-06-302026-07-20

SUSC ISHARES TR537.0K shares-27.61%2026-06-302026-07-20

PLD PROLOGIS INC.91.5K shares0.80%2026-06-302026-07-20

SNA SNAP ON INC30.5K shares-5.04%2026-06-302026-07-20

OEF ISHARES TR33.4K shares-11.19%2026-06-302026-07-20

XLB SELECT SECTOR SPDR TR239.9K shares14.51%2026-06-302026-07-20

SUB ISHARES TR114.1K shares11.77%2026-06-302026-07-20

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APH AMPHENOL CORP68.6K shares0.54%2026-06-302026-07-20

VLUE ISHARES TR60.5K shares-16.82%2026-06-302026-07-20

EMB ISHARES TR123.9K shares2.44%2026-06-302026-07-20

CERY SPDR SERIES TRUST356.3K shares0.87%2026-06-302026-07-20

DCOR DIMENSIONAL ETF TRUST145.1K shares16.23%2026-06-302026-07-20

LIN LINDE PLC22.8K shares-5.87%2026-06-302026-07-20

BND VANGUARD BD INDEX FDS159.6K shares-1.97%2026-06-302026-07-20

WFC WELLS FARGO & CO141.5K sharesnew addition2026-06-302026-07-20

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PH PARKER-HANNIFIN CORP11.9K shares-5.97%2026-06-302026-07-20

IYH ISHARES TR173.8K shares-6.11%2026-06-302026-07-20

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL11.9K shares18.24%2026-06-302026-07-20

T AT&T INC549.2K shares-1.36%2026-06-302026-07-20

IGIB ISHARES TR213.5K shares9.99%2026-06-302026-07-20

CAH CARDINAL HEALTH INC46.6K shares7.47%2026-06-302026-07-20

ETN EATON CORP PLC25.7K sharesnew addition2026-06-302026-07-20

QUANTA SVCS INC QUANTA SVCS INC15.1K shares-0.51%2026-06-302026-07-20

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XLP SELECT SECTOR SPDR TR128.1K shares-10.96%2026-06-302026-07-20

SCHR SCHWAB STRATEGIC TR426.8K shares326.65%2026-06-302026-07-20

GRID FIRST TR EXCHANGE-TRADED FD54.6K shares4.05%2026-06-302026-07-20

APPLOVIN CORP APPLOVIN CORP20.3K shares16.36%2026-06-302026-07-20

FISR SSGA ACTIVE TR404.9K shares-13.63%2026-06-302026-07-20

DGCB DIMENSIONAL ETF TRUST189.8K shares90.71%2026-06-302026-07-20

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RTO RENTOKIL INITIAL PLC125.5K shares19.51%2026-06-302026-07-20

INTU INTUIT13.7K shares-26.12%2026-06-302026-07-20

TTE TOTALENERGIES SE45.6K shares18.39%2026-06-302026-07-20

CI THE CIGNA GROUP12.7K shares-9.78%2026-06-302026-07-20

SPSB SPDR SERIES TRUST116.4K shares41.94%2026-06-302026-07-20

SONY SONY GROUP CORP173.7K shares-26.21%2026-06-302026-07-20

DELL DELL TECHNOLOGIES INC8.0K sharesnew addition2026-06-302026-07-20

Sponsored

CLOUDFLARE INC CLOUDFLARE INC13.9K shares5.98%2026-06-302026-07-20

NGG NATIONAL GRID PLC41.1K shares-19.80%2026-06-302026-07-20

ETR ENTERGY CORP NEW29.5K shares-5.22%2026-06-302026-07-20

TMUS T-MOBILE US INC20.0K shares-6.65%2026-06-302026-07-20

ICLN ISHARES TR162.7K shares955.16%2026-06-302026-07-20

CRH CRH PLC31.1K sharesnew addition2026-06-302026-07-20

CASY CASEYS GEN STORES INC4.2K shares19.87%2026-06-302026-07-20

3M CO 3M CO20.3K sharesnew addition2026-06-302026-07-20

Sponsored

SPYI NEOS ETF TRUST61.7K shares18.67%2026-06-302026-07-20

WAB WABTEC12.1K shares1.08%2026-06-302026-07-20

RKT ROCKET COS INC207.3K shares-3.73%2026-06-302026-07-20

MGC VANGUARD WORLD FD11.9K shares-1.92%2026-06-302026-07-20

WASTE MGMT INC DEL WASTE MGMT INC DEL14.6K shares-32.50%2026-06-302026-07-20

COWG PACER FDS TR80.9K shares-0.56%2026-06-302026-07-20

FDX FEDEX CORP10.3K shares51.62%2026-06-302026-07-20

ADOBE INC ADOBE INC15.8K shares2.75%2026-06-302026-07-20

Sponsored

IDEV ISHARES TR36.3K sharesnew addition2026-06-302026-07-20

ED CONSOLIDATED EDISON INC29.1K shares-7.30%2026-06-302026-07-20

EELV INVESCO EXCH TRADED FD TR II115.1K shares154.21%2026-06-302026-07-20

EQIX EQUINIX INC3.1K shares-7.60%2026-06-302026-07-20

ISHARES TR

57.74%

Shares1.9M

Event2026-06-30

Filed2026-07-20

IUSB

ISHARES TR

44.18%

Shares12.9M

Event2026-06-30

Filed2026-07-20

IVW

ISHARES TR

0.32%

Shares3.9M

Event2026-06-30

Filed2026-07-20

DYNF

BLACKROCK ETF TRUST

2.97%

Shares7.7M

Event2026-06-30

Filed2026-07-20

IVE

ISHARES TR

-17.65%

Shares1.8M

Event2026-06-30

Filed2026-07-20

IEMG

ISHARES INC

-26.73%

Shares4.2M

Event2026-06-30

Filed2026-07-20

BAI

BLACKROCK ETF TRUST

-14.74%

Shares5.3M

Event2026-06-30

Filed2026-07-20

EFV

ISHARES TR

-40.94%

Shares3.5M

Event2026-06-30

Filed2026-07-20

EFG

ISHARES TR

3.74%

Shares2.1M

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

1.55%

Shares1.1M

Event2026-06-30

Filed2026-07-20

MTUM

ISHARES TR

-11.43%

Shares639.9K

Event2026-06-30

Filed2026-07-20

DFAC

DIMENSIONAL ETF TRUST

9.10%

Shares4.2M

Event2026-06-30

Filed2026-07-20

BLCR

BLACKROCK ETF TRUST

7.33%

Shares3.7M

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

1.73%

Shares613.0K

Event2026-06-30

Filed2026-07-20

CORO

BLACKROCK ETF TRUST

23480.83%

Shares4.3M

Event2026-06-30

Filed2026-07-20

IDEF

BLACKROCK ETF TRUST

New

Shares4.8M

Event2026-06-30

Filed2026-07-20

GOVT

ISHARES TR

10.67%

Shares6.6M

Event2026-06-30

Filed2026-07-20

THRO

BLACKROCK ETF TRUST

-31.07%

Shares3.4M

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

New

Shares192.3K

Event2026-06-30

Filed2026-07-20

MBB

ISHARES TR

10.21%

Shares1.5M

Event2026-06-30

Filed2026-07-20

TLH

ISHARES TR

-20.45%

Shares1.4M

Event2026-06-30

Filed2026-07-20

VBR

VANGUARD INDEX FDS

4.08%

Shares538.7K

Event2026-06-30

Filed2026-07-20

MUB

ISHARES TR

3.83%

Shares1.1M

Event2026-06-30

Filed2026-07-20

SCHG

SCHWAB STRATEGIC TR

2.30%

Shares3.5M

Event2026-06-30

Filed2026-07-20

AVUS

AMERICAN CENTY ETF TR

13.40%

Shares914.8K

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

2.18%

Shares314.7K

Event2026-06-30

Filed2026-07-20

BDYN

BLACKROCK ETF TRUST

5.23%

Shares4.0M

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

2.17%

Shares297.1K

Event2026-06-30

Filed2026-07-20

DUHP

DIMENSIONAL ETF TRUST

6.77%

Shares2.6M

Event2026-06-30

Filed2026-07-20

DFIC

DIMENSIONAL ETF TRUST

New

Shares3.0M

Event2026-06-30

Filed2026-07-20

BLACKROCK ETF TRUST

New

Shares3.9M

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

2.52%

Shares445.2K

Event2026-06-30

Filed2026-07-20

SPDR SERIES TRUST

2.50%

Shares1.1M

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

5.03%

Shares302.9K

Event2026-06-30

Filed2026-07-20

VIG

VANGUARD SPECIALIZED FUNDS

9.26%

Shares378.1K

Event2026-06-30

Filed2026-07-20

SPDW

SPDR INDEX SHS FDS

-3.08%

Shares1.7M

Event2026-06-30

Filed2026-07-20

BLACKROCK ETF TRUST II

New

Shares1.7M

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

0.41%

Shares214.9K

Event2026-06-30

Filed2026-07-20

BROADCOM INC

1.51%

Shares201.5K

Event2026-06-30

Filed2026-07-20

ISHARES TR

4.58%

Shares691.9K

Event2026-06-30

Filed2026-07-20

DFIS

DIMENSIONAL ETF TRUST

6.55%

Shares1.9M

Event2026-06-30

Filed2026-07-20

AVLV

AMERICAN CENTY ETF TR

-0.60%

Shares706.0K

Event2026-06-30

Filed2026-07-20

XLK

SELECT SECTOR SPDR TR

-13.58%

Shares327.9K

Event2026-06-30

Filed2026-07-20

BDVL

BLACKROCK ETF TRUST

5.77%

Shares2.3M

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC

6.60%

Shares106.2K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD TAX-MANAGED FDS

-2.42%

Shares837.5K

Event2026-06-30

Filed2026-07-20

LMUB

ISHARES TR

5.09%

Shares1.2M

Event2026-06-30

Filed2026-07-20

AVEM

AMERICAN CENTY ETF TR

1.08%

Shares613.4K

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

2.90%

Shares164.6K

Event2026-06-30

Filed2026-07-20

TSLA

TESLA INC

2.69%

Shares125.2K

Event2026-06-30

Filed2026-07-20

AVDV

AMERICAN CENTY ETF TR

6.12%

Shares508.3K

Event2026-06-30

Filed2026-07-20

MICRON TECHNOLOGY INC

6.22%

Shares44.7K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

New

Shares137.9K

Event2026-06-30

Filed2026-07-20

QUAL

ISHARES TR

-79.86%

Shares221.9K

Event2026-06-30

Filed2026-07-20

SMH

VANECK ETF TRUST

18.70%

Shares71.8K

Event2026-06-30

Filed2026-07-20

DIHP

DIMENSIONAL ETF TRUST

7.76%

Shares1.4M

Event2026-06-30

Filed2026-07-20

IAU

ISHARES GOLD TR

3.71%

Shares606.1K

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD INDEX FDS

-3.10%

Shares65.8K

Event2026-06-30

Filed2026-07-20

ACWX

ISHARES TR

9.06%

Shares584.6K

Event2026-06-30

Filed2026-07-20

AVLC

AMERICAN CENTY ETF TR

13.01%

Shares480.4K

Event2026-06-30

Filed2026-07-20

DFSD

DIMENSIONAL ETF TRUST

17.34%

Shares903.2K

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

11.17%

Shares35.6K

Event2026-06-30

Filed2026-07-20

DFAE

DIMENSIONAL ETF TRUST

7.20%

Shares1.0M

Event2026-06-30

Filed2026-07-20

XLF

SELECT SECTOR SPDR TR

-11.15%

Shares742.5K

Event2026-06-30

Filed2026-07-20

IWF

ISHARES TR

New

Shares318.5K

Event2026-06-30

Filed2026-07-20

SPTM

SPDR SERIES TRUST

0.83%

Shares417.5K

Event2026-06-30

Filed2026-07-20

CISCO SYS INC

2.32%

Shares322.4K

Event2026-06-30

Filed2026-07-20

XLI

SELECT SECTOR SPDR TR

-10.42%

Shares203.0K

Event2026-06-30

Filed2026-07-20

SPEM

SPDR INDEX SHS FDS

2.40%

Shares725.0K

Event2026-06-30

Filed2026-07-20

AVDE

AMERICAN CENTY ETF TR

13.48%

Shares415.8K

Event2026-06-30

Filed2026-07-20

LRCX

LAM RESEARCH CORP

4.25%

Shares84.4K

Event2026-06-30

Filed2026-07-20

VTV

VANGUARD INDEX FDS

6.70%

Shares164.8K

Event2026-06-30

Filed2026-07-20

AMD

ADVANCED MICRO DEVICES INC

16.04%

Shares61.7K

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TR

7.59%

Shares48.0K

Event2026-06-30

Filed2026-07-20

BINC

BLACKROCK ETF TRUST II

-58.41%

Shares675.2K

Event2026-06-30

Filed2026-07-20

LQD

ISHARES TR

5.88%

Shares322.0K

Event2026-06-30

Filed2026-07-20

ISHARES TR

-17.68%

Shares362.2K

Event2026-06-30

Filed2026-07-20

CAT

CATERPILLAR INC

8.36%

Shares32.6K

Event2026-06-30

Filed2026-07-20

EMLC

VANECK ETF TRUST

3.08%

Shares1.3M

Event2026-06-30

Filed2026-07-20

LCTU

BLACKROCK ETF TRUST

-3.28%

Shares419.4K

Event2026-06-30

Filed2026-07-20

ESGU

ISHARES TR

-2.04%

Shares201.4K

Event2026-06-30

Filed2026-07-20

IWB

ISHARES TR

-2.28%

Shares80.0K

Event2026-06-30

Filed2026-07-20

BSV

VANGUARD BD INDEX FDS

4.77%

Shares415.9K

Event2026-06-30

Filed2026-07-20

SCHF

SCHWAB STRATEGIC TR

5.85%

Shares1.2M

Event2026-06-30

Filed2026-07-20

XLSR

SSGA ACTIVE TR

-1.49%

Shares495.6K

Event2026-06-30

Filed2026-07-20

VGSH

VANGUARD SCOTTSDALE FDS

14.32%

Shares541.5K

Event2026-06-30

Filed2026-07-20

BBUS

J P MORGAN EXCHANGE TRADED F

New

Shares233.8K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

-18.58%

Shares62.5K

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC

-4.03%

Shares274.9K

Event2026-06-30

Filed2026-07-20

VISA INC

-8.64%

Shares90.0K

Event2026-06-30

Filed2026-07-20

SPHQ

INVESCO EXCHANGE TRADED FD T

1187.47%

Shares340.3K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

-2.97%

Shares119.4K

Event2026-06-30

Filed2026-07-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.81%

Shares62.6K

Event2026-06-30

Filed2026-07-20

BLACKROCK ETF TRUST

New

Shares1.2M

Event2026-06-30

Filed2026-07-20

AVIG

AMERICAN CENTY ETF TR

11.67%

Shares708.2K

Event2026-06-30

Filed2026-07-20

SPTB

SPDR SERIES TRUST

-1.08%

Shares975.0K

Event2026-06-30

Filed2026-07-20

VCIT

VANGUARD SCOTTSDALE FDS

10.06%

Shares353.0K

Event2026-06-30

Filed2026-07-20

INTC

INTEL CORP

-4.00%

Shares208.6K

Event2026-06-30

Filed2026-07-20

SPMO

INVESCO EXCH TRADED FD TR II

25.13%

Shares178.6K

Event2026-06-30

Filed2026-07-20

AVUV

AMERICAN CENTY ETF TR

6.82%

Shares224.1K

Event2026-06-30

Filed2026-07-20

DFSV

DIMENSIONAL ETF TRUST

5.62%

Shares714.2K

Event2026-06-30

Filed2026-07-20

ALAB

ASTERA LABS INC

2.98%

Shares54.7K

Event2026-06-30

Filed2026-07-20

IJH

ISHARES TR

New

Shares341.5K

Event2026-06-30

Filed2026-07-20

CVX

CHEVRON CORPORATION

-7.87%

Shares155.7K

Event2026-06-30

Filed2026-07-20

GE AEROSPACE

-6.51%

Shares68.6K

Event2026-06-30

Filed2026-07-20

BIL

SPDR SERIES TRUST

-8.56%

Shares278.9K

Event2026-06-30

Filed2026-07-20

SPTS

SPDR SERIES TRUST

0.72%

Shares867.5K

Event2026-06-30

Filed2026-07-20

IYW

ISHARES TR

New

Shares98.8K

Event2026-06-30

Filed2026-07-20

ABBVIE INC

-4.76%

Shares98.9K

Event2026-06-30

Filed2026-07-20

USMV

ISHARES TR

-3.99%

Shares256.3K

Event2026-06-30

Filed2026-07-20

IJR

ISHARES TR

-7.09%

Shares164.4K

Event2026-06-30

Filed2026-07-20

KLAC

KLA CORP

1030.90%

Shares80.7K

Event2026-06-30

Filed2026-07-20

NBIS

NEBIUS GROUP N.V.

-1.85%

Shares87.2K

Event2026-06-30

Filed2026-07-20

EXXON MOBIL CORP

22.66%

Shares173.7K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

4.65%

Shares25.3K

Event2026-06-30

Filed2026-07-20

WDC

WESTERN DIGITAL CORP

-4.48%

Shares36.7K

Event2026-06-30

Filed2026-07-20

DSI

ISHARES TR

-2.06%

Shares163.5K

Event2026-06-30

Filed2026-07-20

APPLIED MATLS INC

0.18%

Shares32.1K

Event2026-06-30

Filed2026-07-20

TFI

SPDR SERIES TRUST

New

Shares499.6K

Event2026-06-30

Filed2026-07-20

IWD

ISHARES TR

-2.89%

Shares93.1K

Event2026-06-30

Filed2026-07-20

ASML

ASML HLDG NV

21.40%

Shares11.2K

Event2026-06-30

Filed2026-07-20

PALANTIR TECHNOLOGIES INC

1.59%

Shares188.9K

Event2026-06-30

Filed2026-07-20

ANET

ARISTA NETWORKS INC

3.92%

Shares128.8K

Event2026-06-30

Filed2026-07-20

SPYV

SPDR SERIES TRUST

10.81%

Shares358.9K

Event2026-06-30

Filed2026-07-20

DFAS

DIMENSIONAL ETF TRUST

13.39%

Shares264.6K

Event2026-06-30

Filed2026-07-20

SHYG

ISHARES TR

-5.85%

Shares512.4K

Event2026-06-30

Filed2026-07-20

MASTERCARD INCORPORATED

-17.86%

Shares41.9K

Event2026-06-30

Filed2026-07-20

VEU

VANGUARD INTL EQUITY INDEX F

-11.47%

Shares256.5K

Event2026-06-30

Filed2026-07-20

AVSC

AMERICAN CENTY ETF TR

12.83%

Shares291.0K

Event2026-06-30

Filed2026-07-20

USXF

ISHARES TR

-1.23%

Shares306.4K

Event2026-06-30

Filed2026-07-20

JNK

SPDR SERIES TRUST

38.95%

Shares220.4K

Event2026-06-30

Filed2026-07-20

SPSM

SPDR SERIES TRUST

-2.59%

Shares366.0K

Event2026-06-30

Filed2026-07-20

DFAU

DIMENSIONAL ETF TRUST

31.49%

Shares404.1K

Event2026-06-30

Filed2026-07-20

IXUS

ISHARES TR

1.02%

Shares216.7K

Event2026-06-30

Filed2026-07-20

GEV

GE VERNOVA INC

45.20%

Shares17.5K

Event2026-06-30

Filed2026-07-20

ITA

ISHARES TR

-0.37%

Shares84.8K

Event2026-06-30

Filed2026-07-20

JQUA

J P MORGAN EXCHANGE TRADED F

37.47%

Shares282.1K

Event2026-06-30

Filed2026-07-20

ILCG

ISHARES TR

61.34%

Shares170.9K

Event2026-06-30

Filed2026-07-20

DFAT

DIMENSIONAL ETF TRUST

13.69%

Shares283.6K

Event2026-06-30

Filed2026-07-20

MFEM

PIMCO EQUITY SER

2.91%

Shares699.0K

Event2026-06-30

Filed2026-07-20

SPTI

SPDR SERIES TRUST

10.88%

Shares684.0K

Event2026-06-30

Filed2026-07-20

HYG

ISHARES TR

22.08%

Shares242.2K

Event2026-06-30

Filed2026-07-20

BLOOM ENERGY CORP

0.85%

Shares63.8K

Event2026-06-30

Filed2026-07-20

EFA

ISHARES TR

49.32%

Shares185.6K

Event2026-06-30

Filed2026-07-20

BNDX

VANGUARD CHARLOTTE FDS

2.09%

Shares391.9K

Event2026-06-30

Filed2026-07-20

PHILIP MORRIS INTL INC

New

Shares104.7K

Event2026-06-30

Filed2026-07-20

IVLU

ISHARES TR

3.87%

Shares451.3K

Event2026-06-30

Filed2026-07-20

HOME DEPOT INC

1.32%

Shares53.4K

Event2026-06-30

Filed2026-07-20

RTX CORPORATION

-2.32%

Shares98.8K

Event2026-06-30

Filed2026-07-20

IEUR

ISHARES TR

New

Shares243.0K

Event2026-06-30

Filed2026-07-20

XLE

SELECT SECTOR SPDR TR

61.53%

Shares343.9K

Event2026-06-30

Filed2026-07-20

JAAA

JANUS DETROIT STR TR

New

Shares359.2K

Event2026-06-30

Filed2026-07-20

GOLDMAN SACHS GROUP INC

New

Shares17.7K

Event2026-06-30

Filed2026-07-20

DGS

WISDOMTREE TR

4.32%

Shares271.6K

Event2026-06-30

Filed2026-07-20

SPTL

SPDR SERIES TRUST

3.86%

Shares660.3K

Event2026-06-30

Filed2026-07-20

SPIB

SPDR SERIES TRUST

16.10%

Shares515.1K

Event2026-06-30

Filed2026-07-20

DMBS

DOUBLELINE ETF TRUST

12.51%

Shares350.6K

Event2026-06-30

Filed2026-07-20

CITIGROUP INC

-3.60%

Shares119.6K

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO

3.14%

Shares113.5K

Event2026-06-30

Filed2026-07-20

IWM

ISHARES TR

4.68%

Shares54.5K

Event2026-06-30

Filed2026-07-20

VGIT

VANGUARD SCOTTSDALE FDS

24.90%

Shares277.0K

Event2026-06-30

Filed2026-07-20

HOOD

ROBINHOOD MKTS INC

-0.99%

Shares162.6K

Event2026-06-30

Filed2026-07-20

SGOV

ISHARES TR

37.23%

Shares160.0K

Event2026-06-30

Filed2026-07-20

SPAB

SPDR SERIES TRUST

1.19%

Shares616.8K

Event2026-06-30

Filed2026-07-20

BKLN

INVESCO EXCH TRADED FD TR II

31.04%

Shares770.8K

Event2026-06-30

Filed2026-07-20

NETFLIX INC.

-18.52%

Shares218.0K

Event2026-06-30

Filed2026-07-20

UNITEDHEALTH GROUP INC

26.07%

Shares37.1K

Event2026-06-30

Filed2026-07-20

MORGAN STANLEY

5.09%

Shares73.6K

Event2026-06-30

Filed2026-07-20

VWO

VANGUARD INTL EQUITY INDEX F

12.17%

Shares257.3K

Event2026-06-30

Filed2026-07-20

VYM

VANGUARD WHITEHALL FDS

3.48%

Shares96.4K

Event2026-06-30

Filed2026-07-20

RSP

INVESCO EXCHANGE TRADED FD T

-49.00%

Shares71.4K

Event2026-06-30

Filed2026-07-20

SPMD

SPDR SERIES TRUST

New

Shares224.7K

Event2026-06-30

Filed2026-07-20

APUE

TRUST FOR PROFESSIONAL MANAG

New

Shares327.3K

Event2026-06-30

Filed2026-07-20

JPIE

J P MORGAN EXCHANGE TRADED F

9.16%

Shares322.9K

Event2026-06-30

Filed2026-07-20

SOXX

ISHARES TR

9.42%

Shares23.2K

Event2026-06-30

Filed2026-07-20

EMXC

ISHARES INC

66.17%

Shares144.6K

Event2026-06-30

Filed2026-07-20

DFCF

DIMENSIONAL ETF TRUST

38.64%

Shares348.2K

Event2026-06-30

Filed2026-07-20

EAGG

ISHARES TR

29.23%

Shares309.9K

Event2026-06-30

Filed2026-07-20

CLSE

TRUST FOR PROFESSIONAL MANAG

150.96%

Shares416.6K

Event2026-06-30

Filed2026-07-20

SJNK

SPDR SERIES TRUST

-0.09%

Shares567.6K

Event2026-06-30

Filed2026-07-20

XLC

SELECT SECTOR SPDR TR

-23.40%

Shares132.0K

Event2026-06-30

Filed2026-07-20

AVSF

AMERICAN CENTY ETF TR

11.70%

Shares302.6K

Event2026-06-30

Filed2026-07-20

SHY

ISHARES TR

17.16%

Shares171.5K

Event2026-06-30

Filed2026-07-20

EWJ

ISHARES INC

14.98%

Shares149.0K

Event2026-06-30

Filed2026-07-20

TJX

TJX COS INC NEW

-5.03%

Shares91.0K

Event2026-06-30

Filed2026-07-20

PANW

PALO ALTO NETWORKS INC

-4.14%

Shares40.4K

Event2026-06-30

Filed2026-07-20

MRK

MERCK & CO INC

-1.94%

Shares106.9K

Event2026-06-30

Filed2026-07-20

SNDK

SANDISK CORP

143.96%

Shares6.0K

Event2026-06-30

Filed2026-07-20

JBND

J P MORGAN EXCHANGE TRADED F

62.93%

Shares254.9K

Event2026-06-30

Filed2026-07-20

ESGE

ISHARES INC

-20.59%

Shares249.2K

Event2026-06-30

Filed2026-07-20

BAC

BANK OF AMER CORP

2.28%

Shares238.7K

Event2026-06-30

Filed2026-07-20

GLD

SPDR GOLD TR

-21.11%

Shares36.8K

Event2026-06-30

Filed2026-07-20

VONG

VANGUARD SCOTTSDALE FDS

23.33%

Shares105.5K

Event2026-06-30

Filed2026-07-20

DISV

DIMENSIONAL ETF TRUST

-8.78%

Shares335.6K

Event2026-06-30

Filed2026-07-20

PFF

ISHARES TR

New

Shares438.4K

Event2026-06-30

Filed2026-07-20

VOE

VANGUARD INDEX FDS

1.11%

Shares67.6K

Event2026-06-30

Filed2026-07-20

JIRE

J P MORGAN EXCHANGE TRADED F

-7.99%

Shares160.5K

Event2026-06-30

Filed2026-07-20

VERIZON COMMUNICATIONS INC

-11.78%

Shares308.3K

Event2026-06-30

Filed2026-07-20

VUG

VANGUARD INDEX FDS

490.13%

Shares147.7K

Event2026-06-30

Filed2026-07-20

FNDX

SCHWAB STRATEGIC TR

7.09%

Shares404.2K

Event2026-06-30

Filed2026-07-20

MGK

VANGUARD WORLD FD

New

Shares142.4K

Event2026-06-30

Filed2026-07-20

SYSB

ISHARES TR

6.09%

Shares141.1K

Event2026-06-30

Filed2026-07-20

SUSC

ISHARES TR

-27.61%

Shares537.0K

Event2026-06-30

Filed2026-07-20

PLD

PROLOGIS INC.

0.80%

Shares91.5K

Event2026-06-30

Filed2026-07-20

SNA

SNAP ON INC

-5.04%

Shares30.5K

Event2026-06-30

Filed2026-07-20

OEF

ISHARES TR

-11.19%

Shares33.4K

Event2026-06-30

Filed2026-07-20

XLB

SELECT SECTOR SPDR TR

14.51%

Shares239.9K

Event2026-06-30

Filed2026-07-20

SUB

ISHARES TR

11.77%

Shares114.1K

Event2026-06-30

Filed2026-07-20

APH

AMPHENOL CORP

0.54%

Shares68.6K

Event2026-06-30

Filed2026-07-20

VLUE

ISHARES TR

-16.82%

Shares60.5K

Event2026-06-30

Filed2026-07-20

EMB

ISHARES TR

2.44%

Shares123.9K

Event2026-06-30

Filed2026-07-20

CERY

SPDR SERIES TRUST

0.87%

Shares356.3K

Event2026-06-30

Filed2026-07-20

DCOR

DIMENSIONAL ETF TRUST

16.23%

Shares145.1K

Event2026-06-30

Filed2026-07-20

LIN

LINDE PLC

-5.87%

Shares22.8K

Event2026-06-30

Filed2026-07-20

BND

VANGUARD BD INDEX FDS

-1.97%

Shares159.6K

Event2026-06-30

Filed2026-07-20

WFC

WELLS FARGO & CO

New

Shares141.5K

Event2026-06-30

Filed2026-07-20

PARKER-HANNIFIN CORP

-5.97%

Shares11.9K

Event2026-06-30

Filed2026-07-20

IYH

ISHARES TR

-6.11%

Shares173.8K

Event2026-06-30

Filed2026-07-20

SEAGATE TECHNOLOGY HLDNGS PL

18.24%

Shares11.9K

Event2026-06-30

Filed2026-07-20

AT&T INC

-1.36%

Shares549.2K

Event2026-06-30

Filed2026-07-20

IGIB

ISHARES TR

9.99%

Shares213.5K

Event2026-06-30

Filed2026-07-20

CAH

CARDINAL HEALTH INC

7.47%

Shares46.6K

Event2026-06-30

Filed2026-07-20

ETN

EATON CORP PLC

New

Shares25.7K

Event2026-06-30

Filed2026-07-20

QUANTA SVCS INC

-0.51%

Shares15.1K

Event2026-06-30

Filed2026-07-20

XLP

SELECT SECTOR SPDR TR

-10.96%

Shares128.1K

Event2026-06-30

Filed2026-07-20

SCHR

SCHWAB STRATEGIC TR

326.65%

Shares426.8K

Event2026-06-30

Filed2026-07-20

GRID

FIRST TR EXCHANGE-TRADED FD

4.05%

Shares54.6K

Event2026-06-30

Filed2026-07-20

APPLOVIN CORP

16.36%

Shares20.3K

Event2026-06-30

Filed2026-07-20

FISR

SSGA ACTIVE TR

-13.63%

Shares404.9K

Event2026-06-30

Filed2026-07-20

DGCB

DIMENSIONAL ETF TRUST

90.71%

Shares189.8K

Event2026-06-30

Filed2026-07-20

IWC

ISHARES TR

4.62%

Shares51.7K

Event2026-06-30

Filed2026-07-20

GWX

SPDR INDEX SHS FDS

-0.85%

Shares235.6K

Event2026-06-30

Filed2026-07-20

IEF

ISHARES TR

-38.79%

Shares108.5K

Event2026-06-30

Filed2026-07-20

EZU

ISHARES INC

New

Shares146.9K

Event2026-06-30

Filed2026-07-20

EVUS

ISHARES TR

-1.68%

Shares290.8K

Event2026-06-30

Filed2026-07-20

VRT

VERTIV HOLDINGS CO

13.64%

Shares30.2K

Event2026-06-30

Filed2026-07-20

AMGN

AMGEN INC

-0.72%

Shares27.8K

Event2026-06-30

Filed2026-07-20

ASTRAZENECA PLC

2.03%

Shares53.9K

Event2026-06-30

Filed2026-07-20

CHUBB LIMITED

-1.08%

Shares29.5K

Event2026-06-30

Filed2026-07-20

SHLD

GLOBAL X FDS

-1.01%

Shares168.2K

Event2026-06-30

Filed2026-07-20

XLV

SELECT SECTOR SPDR TR

-55.57%

Shares63.2K

Event2026-06-30

Filed2026-07-20

ORACLE CORP

5.02%

Shares68.3K

Event2026-06-30

Filed2026-07-20

USB

US BANCORP

7.52%

Shares165.3K

Event2026-06-30

Filed2026-07-20

NEXTERA ENERGY INC

-2.36%

Shares113.2K

Event2026-06-30

Filed2026-07-20

HWM

HOWMET AEROSPACE INC

0.53%

Shares36.8K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

277.40%

Shares122.4K

Event2026-06-30

Filed2026-07-20

UNP

UNION PAC CORP

5.68%

Shares35.1K

Event2026-06-30

Filed2026-07-20

VRP

INVESCO EXCH TRADED FD TR II

7.15%

Shares391.7K

Event2026-06-30

Filed2026-07-20

IBTL

ISHARES TR

-13.15%

Shares470.1K

Event2026-06-30

Filed2026-07-20

JOHNSON CONTROLS INTERNATION

-8.33%

Shares64.3K

Event2026-06-30

Filed2026-07-20

SMLF

ISHARES TR

16.94%

Shares104.9K

Event2026-06-30

Filed2026-07-20

COCA COLA CO

-1.32%

Shares113.5K

Event2026-06-30

Filed2026-07-20

IBM

INTERNATIONAL BUSINESS MACHS

-2.19%

Shares32.7K

Event2026-06-30

Filed2026-07-20

IWS

ISHARES TR

-11.08%

Shares55.9K

Event2026-06-30

Filed2026-07-20

DGRO

ISHARES TR

5.12%

Shares119.3K

Event2026-06-30

Filed2026-07-20

GILD

GILEAD SCIENCES INC

-11.41%

Shares71.2K

Event2026-06-30

Filed2026-07-20

VOOG

VANGUARD ADMIRAL FDS INC

462.73%

Shares108.2K

Event2026-06-30

Filed2026-07-20

COWZ

PACER FDS TR

-15.97%

Shares143.2K

Event2026-06-30

Filed2026-07-20

DMXF

ISHARES TR

-2.53%

Shares104.6K

Event2026-06-30

Filed2026-07-20

BLK

BLACKROCK INC

-1.73%

Shares9.2K

Event2026-06-30

Filed2026-07-20

CMI

CUMMINS INC

New

Shares12.3K

Event2026-06-30

Filed2026-07-20

EEM

ISHARES TR

51.10%

Shares127.9K

Event2026-06-30

Filed2026-07-20

JUSA

J P MORGAN EXCHANGE TRADED F

New

Shares130.2K

Event2026-06-30

Filed2026-07-20

J P MORGAN EXCHANGE TRADED F

New

Shares142.1K

Event2026-06-30

Filed2026-07-20

SPLB

SPDR SERIES TRUST

65.04%

Shares389.9K

Event2026-06-30

Filed2026-07-20

DFAX

DIMENSIONAL ETF TRUST

5.66%

Shares235.9K

Event2026-06-30

Filed2026-07-20

IBIK

ISHARES TR

78.56%

Shares335.0K

Event2026-06-30

Filed2026-07-20

SCHO

SCHWAB STRATEGIC TR

1052.29%

Shares358.8K

Event2026-06-30

Filed2026-07-20

COF

CAPITAL ONE FINL CORP

-16.56%

Shares42.9K

Event2026-06-30

Filed2026-07-20

IBTJ

ISHARES TR

-9.27%

Shares396.1K

Event2026-06-30

Filed2026-07-20

GLW

CORNING INC

13.29%

Shares32.9K

Event2026-06-30

Filed2026-07-20

ITM

VANECK ETF TRUST

33.72%

Shares178.3K

Event2026-06-30

Filed2026-07-20

DSTL

ETF SER SOLUTIONS

10.19%

Shares139.5K

Event2026-06-30

Filed2026-07-20

AVDS

AMERICAN CENTY ETF TR

14.14%

Shares107.7K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

New

Shares23.5K

Event2026-06-30

Filed2026-07-20

DUK

DUKE ENERGY CORP NEW

New

Shares63.5K

Event2026-06-30

Filed2026-07-20

FBTC

FIDELITY WISE ORIGIN BITCOIN

25.01%

Shares155.8K

Event2026-06-30

Filed2026-07-20

BANK OF NY MELLON CORP

1.13%

Shares55.0K

Event2026-06-30

Filed2026-07-20

MCD

MCDONALDS CORP

-0.85%

Shares29.1K

Event2026-06-30

Filed2026-07-20

IUSG

ISHARES TR

95.81%

Shares41.8K

Event2026-06-30

Filed2026-07-20

CROWDSTRIKE HLDGS INC

0.94%

Shares10.3K

Event2026-06-30

Filed2026-07-20

DFGP

DIMENSIONAL ETF TRUST

-9.43%

Shares143.9K

Event2026-06-30

Filed2026-07-20

VTEB

VANGUARD MUN BD FDS

3.87%

Shares154.5K

Event2026-06-30

Filed2026-07-20

AXP

AMERICAN EXPRESS CO

-2.09%

Shares23.1K

Event2026-06-30

Filed2026-07-20

WORLD GOLD TR

New

Shares96.6K

Event2026-06-30

Filed2026-07-20

ITOT

ISHARES TR

-2.52%

Shares46.4K

Event2026-06-30

Filed2026-07-20

PSX

PHILLIPS 66

17.71%

Shares44.8K

Event2026-06-30

Filed2026-07-20

IWR

ISHARES TR

0.56%

Shares68.5K

Event2026-06-30

Filed2026-07-20

TLT

ISHARES TR

-10.85%

Shares86.8K

Event2026-06-30

Filed2026-07-20

INVESCO EXCH TRADED FD TR II

23.76%

Shares318.5K

Event2026-06-30

Filed2026-07-20

TXN

TEXAS INSTRS INC

10.94%

Shares25.0K

Event2026-06-30

Filed2026-07-20

SPLV

INVESCO EXCH TRADED FD TR II

8.87%

Shares98.8K

Event2026-06-30

Filed2026-07-20

FIX

COMFORT SYS USA INC

-0.69%

Shares3.7K

Event2026-06-30

Filed2026-07-20

ESGD

ISHARES TR

-27.36%

Shares71.5K

Event2026-06-30

Filed2026-07-20

CGDV

CAPITAL GROUP DIVIDEND VALUE

28.74%

Shares149.1K

Event2026-06-30

Filed2026-07-20

XLY

SELECT SECTOR SPDR TR

New

Shares62.6K

Event2026-06-30

Filed2026-07-20

CGUS

CAPITAL GROUP CORE EQUITY ET

28.17%

Shares164.7K

Event2026-06-30

Filed2026-07-20

SCHZ

SCHWAB STRATEGIC TR

21.77%

Shares316.0K

Event2026-06-30

Filed2026-07-20

IAGG

ISHARES TR

-92.76%

Shares144.1K

Event2026-06-30

Filed2026-07-20

SCHD

SCHWAB STRATEGIC TR

-1.35%

Shares227.3K

Event2026-06-30

Filed2026-07-20

CIEN

CIENA CORP

-28.80%

Shares14.7K

Event2026-06-30

Filed2026-07-20

FMDE

FIDELITY COVINGTON TRUST

20.27%

Shares176.1K

Event2026-06-30

Filed2026-07-20

ADI

ANALOG DEVICES INC

13.60%

Shares17.9K

Event2026-06-30

Filed2026-07-20

DFEM

DIMENSIONAL ETF TRUST

16.91%

Shares174.6K

Event2026-06-30

Filed2026-07-20

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares89.2K

Event2026-06-30

Filed2026-07-20

FNDF

SCHWAB STRATEGIC TR

-1.16%

Shares133.0K

Event2026-06-30

Filed2026-07-20

DFGX

DIMENSIONAL ETF TRUST

32.34%

Shares130.9K

Event2026-06-30

Filed2026-07-20

DIS

DISNEY WALT CO

-3.00%

Shares72.9K

Event2026-06-30

Filed2026-07-20

NEM

NEWMONT CORP

1.75%

Shares75.0K

Event2026-06-30

Filed2026-07-20

FLEX

FLEX LTD

131.98%

Shares43.0K

Event2026-06-30

Filed2026-07-20

SPYG

SPDR SERIES TRUST

63.90%

Shares57.9K

Event2026-06-30

Filed2026-07-20

NVS

NOVARTIS AG

-10.21%

Shares43.9K

Event2026-06-30

Filed2026-07-20

AVRE

AMERICAN CENTY ETF TR

14.77%

Shares144.6K

Event2026-06-30

Filed2026-07-20

TRANE TECHNOLOGIES PLC

-12.79%

Shares13.9K

Event2026-06-30

Filed2026-07-20

LMT

LOCKHEED MARTIN CORP

-13.10%

Shares13.4K

Event2026-06-30

Filed2026-07-20

ALTRIA GROUP INC

-0.82%

Shares93.9K

Event2026-06-30

Filed2026-07-20

PAVE

GLOBAL X FDS

59.16%

Shares112.5K

Event2026-06-30

Filed2026-07-20

SDY

SPDR SERIES TRUST

60.13%

Shares43.4K

Event2026-06-30

Filed2026-07-20

CGMU

CAPITAL GRP FIXED INCM ETF T

40.21%

Shares239.4K

Event2026-06-30

Filed2026-07-20

CGGE

CAPITAL GROUP GLOBAL EQUITY

32.76%

Shares184.5K

Event2026-06-30

Filed2026-07-20

CGHM

CAPITAL GRP FIXED INCM ETF T

44.68%

Shares251.0K

Event2026-06-30

Filed2026-07-20

EME

EMCOR GROUP INC

-3.22%

Shares7.8K

Event2026-06-30

Filed2026-07-20

ISRG

INTUITIVE SURGICAL INC

-1.97%

Shares16.3K

Event2026-06-30

Filed2026-07-20

SELECT SECTOR SPDR TR

-5.79%

Shares142.8K

Event2026-06-30

Filed2026-07-20

WEC

WEC ENERGY GROUP INC

-4.32%

Shares55.4K

Event2026-06-30

Filed2026-07-20

JMUB

J P MORGAN EXCHANGE TRADED F

22.76%

Shares127.3K

Event2026-06-30

Filed2026-07-20

SHEL

SHELL PLC

New

Shares83.0K

Event2026-06-30

Filed2026-07-20

QCOM

QUALCOMM INC

-13.28%

Shares34.6K

Event2026-06-30

Filed2026-07-20

SHV

ISHARES TR

-36.27%

Shares57.8K

Event2026-06-30

Filed2026-07-20

APIE

TRUST FOR PROFESSIONAL MANAG

New

Shares164.5K

Event2026-06-30

Filed2026-07-20

COP

CONOCOPHILLIPS

New

Shares61.2K

Event2026-06-30

Filed2026-07-20

XMMO

INVESCO EXCHANGE TRADED FD T

17.94%

Shares37.4K

Event2026-06-30

Filed2026-07-20

IGV

ISHARES TR

671.94%

Shares69.7K

Event2026-06-30

Filed2026-07-20

KNG

FIRST TR EXCHANGE-TRADED FD

3.36%

Shares125.1K

Event2026-06-30

Filed2026-07-20

ABT

ABBOTT LABORATORIES

-9.56%

Shares68.4K

Event2026-06-30

Filed2026-07-20

BANCO SANTANDER SA

-0.34%

Shares448.7K

Event2026-06-30

Filed2026-07-20

PBP

INVESCO EXCHANGE TRADED FD T

New

Shares269.9K

Event2026-06-30

Filed2026-07-20

STIP

ISHARES TR

New

Shares60.3K

Event2026-06-30

Filed2026-07-20

DFIV

DIMENSIONAL ETF TRUST

7.73%

Shares112.7K

Event2026-06-30

Filed2026-07-20

TRAVELERS COMPANIES INC

8.98%

Shares18.4K

Event2026-06-30

Filed2026-07-20

ATI INC

61.50%

Shares30.8K

Event2026-06-30

Filed2026-07-20

AVES

AMERICAN CENTY ETF TR

15.29%

Shares92.4K

Event2026-06-30

Filed2026-07-20

CME

CME GROUP INC

New

Shares27.2K

Event2026-06-30

Filed2026-07-20

TMO

THERMO FISHER SCIENTIFIC INC

3.79%

Shares12.0K

Event2026-06-30

Filed2026-07-20

VGT

VANGUARD WORLD FD

1105.63%

Shares49.9K

Event2026-06-30

Filed2026-07-20

SBUX

STARBUCKS CORP

15.88%

Shares58.1K

Event2026-06-30

Filed2026-07-20

VOT

VANGUARD INDEX FDS

1.14%

Shares19.3K

Event2026-06-30

Filed2026-07-20

VXUS

VANGUARD STAR FDS

3.75%

Shares68.4K

Event2026-06-30

Filed2026-07-20

FPE

FIRST TR EXCH TRADED FD III

8.78%

Shares325.7K

Event2026-06-30

Filed2026-07-20

PAYX

PAYCHEX INC

-2.89%

Shares58.9K

Event2026-06-30

Filed2026-07-20

MRVL

MARVELL TECHNOLOGY INC

-2.19%

Shares19.3K

Event2026-06-30

Filed2026-07-20

NVT

NVENT ELEC PLC

-7.75%

Shares33.6K

Event2026-06-30

Filed2026-07-20

UBER

UBER TECHNOLOGIES INC

New

Shares78.7K

Event2026-06-30

Filed2026-07-20

CVS

CVS HEALTH CORP

10.39%

Shares54.8K

Event2026-06-30

Filed2026-07-20

BOEING CO

9.43%

Shares26.1K

Event2026-06-30

Filed2026-07-20

AIZ

ASSURANT INC

262.84%

Shares20.9K

Event2026-06-30

Filed2026-07-20

PSK

SPDR SERIES TRUST

-14.85%

Shares181.5K

Event2026-06-30

Filed2026-07-20

SYK

STRYKER CORPORATION

-2.64%

Shares17.6K

Event2026-06-30

Filed2026-07-20

RSPT

INVESCO EXCHANGE TRADED FD T

-4.20%

Shares85.4K

Event2026-06-30

Filed2026-07-20

DGRW

WISDOMTREE TR

-2.36%

Shares56.9K

Event2026-06-30

Filed2026-07-20

PFFD

GLOBAL X FDS

-13.79%

Shares290.2K

Event2026-06-30

Filed2026-07-20

IJT

ISHARES TR

0.72%

Shares30.3K

Event2026-06-30

Filed2026-07-20

VTHR

VANGUARD SCOTTSDALE FDS

238.00%

Shares16.3K

Event2026-06-30

Filed2026-07-20

BALI

BLACKROCK ETF TRUST

91.38%

Shares159.4K

Event2026-06-30

Filed2026-07-20

CEFZ

ELEVATION SERIES TRUST

1.10%

Shares653.8K

Event2026-06-30

Filed2026-07-20

BKLC

BNY MELLON ETF TRUST

16.51%

Shares37.4K

Event2026-06-30

Filed2026-07-20

PFE

PFIZER INC

-15.67%

Shares220.9K

Event2026-06-30

Filed2026-07-20

SUSB

ISHARES TR

New

Shares211.8K

Event2026-06-30

Filed2026-07-20

JGLO

J P MORGAN EXCHANGE TRADED F

-41.77%

Shares74.2K

Event2026-06-30

Filed2026-07-20

PPA

INVESCO EXCHANGE TRADED FD T

23.66%

Shares29.8K

Event2026-06-30

Filed2026-07-20

GENERAL DYNAMICS CORP

-11.11%

Shares14.9K

Event2026-06-30

Filed2026-07-20

PEP

PEPSICO INC

New

Shares38.9K

Event2026-06-30

Filed2026-07-20

IGEB

ISHARES TR

-12.89%

Shares116.1K

Event2026-06-30

Filed2026-07-20

WCC

WESCO INTL INC

-7.73%

Shares15.1K

Event2026-06-30

Filed2026-07-20

HAS

HASBRO INC

1.80%

Shares63.1K

Event2026-06-30

Filed2026-07-20

TEL

TE CONNECTIVITY PLC

New

Shares25.8K

Event2026-06-30

Filed2026-07-20

FTCB

FIRST TR EXCHANGE-TRADED FD

4.81%

Shares249.5K

Event2026-06-30

Filed2026-07-20

APMU

TRUST FOR PROFESSIONAL MANAG

6.01%

Shares207.5K

Event2026-06-30

Filed2026-07-20

SNOWFLAKE INC

-25.62%

Shares20.3K

Event2026-06-30

Filed2026-07-20

HSY

HERSHEY CO

-0.44%

Shares29.4K

Event2026-06-30

Filed2026-07-20

PGR

PROGRESSIVE CORP

7.41%

Shares23.6K

Event2026-06-30

Filed2026-07-20

TDIV

FIRST TR EXCHANGE TRADED FD

-4.84%

Shares44.4K

Event2026-06-30

Filed2026-07-20

AEP

AMERICAN ELEC PWR CO INC

9.31%

Shares37.1K

Event2026-06-30

Filed2026-07-20

VRTX

VERTEX PHARMACEUTICALS INC

-14.38%

Shares10.2K

Event2026-06-30

Filed2026-07-20

WMB

WILLIAMS COS INC

New

Shares67.8K

Event2026-06-30

Filed2026-07-20

ALL

ALLSTATE CORP

31.98%

Shares21.0K

Event2026-06-30

Filed2026-07-20

CDNS

CADENCE DESIGN SYSTEM INC

4.00%

Shares13.2K

Event2026-06-30

Filed2026-07-20

PFXF

VANECK ETF TRUST

-6.25%

Shares277.3K

Event2026-06-30

Filed2026-07-20

WELL

WELLTOWER INC

-8.48%

Shares21.8K

Event2026-06-30

Filed2026-07-20

STRL

STERLING INFRASTRUCTURE INC

-29.97%

Shares5.8K

Event2026-06-30

Filed2026-07-20

APD

AIR PRODUCTS AND CHEMICALS I

-0.89%

Shares16.7K

Event2026-06-30

Filed2026-07-20

TORONTO DOMINION BK ONT

-14.18%

Shares40.2K

Event2026-06-30

Filed2026-07-20

DTCR

GLOBAL X FDS

38.69%

Shares159.9K

Event2026-06-30

Filed2026-07-20

VLO

VALERO ENERGY CORP

4.90%

Shares18.6K

Event2026-06-30

Filed2026-07-20

DTE

DTE ENERGY CO

281.36%

Shares31.5K

Event2026-06-30

Filed2026-07-20

BBVA

BANCO BILBAO VIZCAYA ARGENTA

-11.92%

Shares191.3K

Event2026-06-30

Filed2026-07-20

ZETA

ZETA GLOBAL HOLDINGS CORP

New

Shares243.1K

Event2026-06-30

Filed2026-07-20

ENTG

ENTEGRIS INC

0.02%

Shares26.4K

Event2026-06-30

Filed2026-07-20

PNC

PNC FINL SVCS GROUP INC

44.86%

Shares19.1K

Event2026-06-30

Filed2026-07-20

MLN

VANECK ETF TRUST

-23.26%

Shares263.7K

Event2026-06-30

Filed2026-07-20

BCS

BARCLAYS PLC

20.25%

Shares173.2K

Event2026-06-30

Filed2026-07-20

SCHX

SCHWAB STRATEGIC TR

0.11%

Shares157.5K

Event2026-06-30

Filed2026-07-20

DECK

DECKERS OUTDOOR CORP

28.57%

Shares46.5K

Event2026-06-30

Filed2026-07-20

LCTD

BLACKROCK ETF TRUST

-4.83%

Shares80.0K

Event2026-06-30

Filed2026-07-20

CURTISS WRIGHT CORP

-4.58%

Shares6.0K

Event2026-06-30

Filed2026-07-20

HCA

HCA HEALTHCARE INC

-11.30%

Shares11.6K

Event2026-06-30

Filed2026-07-20

RDVY

FIRST TR EXCHANGE TRADED FD

-3.12%

Shares55.7K

Event2026-06-30

Filed2026-07-20

DFLV

DIMENSIONAL ETF TRUST

-32.51%

Shares114.3K

Event2026-06-30

Filed2026-07-20

EBAY

EBAY INC.

2.01%

Shares40.0K

Event2026-06-30

Filed2026-07-20

GENERAL MTRS CO

6.00%

Shares58.0K

Event2026-06-30

Filed2026-07-20

PHM

PULTE GROUP INC

New

Shares32.0K

Event2026-06-30

Filed2026-07-20

SHOP

SHOPIFY INC

11.28%

Shares38.3K

Event2026-06-30

Filed2026-07-20

MPWR

MONOLITHIC PWR SYS INC

-5.62%

Shares3.2K

Event2026-06-30

Filed2026-07-20

CRDO

CREDO TECHNOLOGY GROUP HOLDI

96.97%

Shares16.0K

Event2026-06-30

Filed2026-07-20

MPC

MARATHON PETE CORP

-3.23%

Shares16.9K

Event2026-06-30

Filed2026-07-20

DHI

D R HORTON INC

4.96%

Shares26.6K

Event2026-06-30

Filed2026-07-20

HIMU

BLACKROCK ETF TRUST II

2.47%

Shares86.9K

Event2026-06-30

Filed2026-07-20

SERVICENOW INC

-24.00%

Shares43.4K

Event2026-06-30

Filed2026-07-20

SRLN

SSGA ACTIVE ETF TR

11.45%

Shares106.8K

Event2026-06-30

Filed2026-07-20

ELV

ELEVANCE HEALTH INC FORMERLY

-7.47%

Shares11.1K

Event2026-06-30

Filed2026-07-20

JEPI

J P MORGAN EXCHANGE TRADED F

10.22%

Shares75.5K

Event2026-06-30

Filed2026-07-20

EDWARDS LIFESCIENCES CORP

433.51%

Shares47.1K

Event2026-06-30

Filed2026-07-20

EOG

EOG RES INC

1.05%

Shares32.6K

Event2026-06-30

Filed2026-07-20

BTI

BRITISH AMERN TOB PLC

-7.92%

Shares68.4K

Event2026-06-30

Filed2026-07-20

MEDTRONIC PLC

-47.77%

Shares53.9K

Event2026-06-30

Filed2026-07-20

USHY

ISHARES TR

-1.29%

Shares113.7K

Event2026-06-30

Filed2026-07-20

BMY

BRISTOL-MYERS SQUIBB CO

-5.25%

Shares73.0K

Event2026-06-30

Filed2026-07-20

UPS

UNITED PARCEL SVCS INC

-0.59%

Shares39.0K

Event2026-06-30

Filed2026-07-20

SNPS

SYNOPSYS INC

-1.35%

Shares9.4K

Event2026-06-30

Filed2026-07-20

CTAS

CINTAS CORP

-23.91%

Shares24.5K

Event2026-06-30

Filed2026-07-20

SOUTHERN CO

3.67%

Shares43.4K

Event2026-06-30

Filed2026-07-20

EMGF

ISHARES INC

-9.42%

Shares56.5K

Event2026-06-30

Filed2026-07-20

DEHP

DIMENSIONAL ETF TRUST

-8.99%

Shares96.1K

Event2026-06-30

Filed2026-07-20

MUFG

MITSUBISHI UFJ FINANCIAL GRO

11.33%

Shares206.5K

Event2026-06-30

Filed2026-07-20

CGGO

CAPITAL GROUP GBL GROWTH EQT

24.81%

Shares97.0K

Event2026-06-30

Filed2026-07-20

SCHW

SCHWAB CHARLES CORP

-1.47%

Shares44.4K

Event2026-06-30

Filed2026-07-20

EMR

EMERSON ELEC CO

54.71%

Shares28.3K

Event2026-06-30

Filed2026-07-20

IBTM

ISHARES TR

6.08%

Shares177.9K

Event2026-06-30

Filed2026-07-20

BOTZ

GLOBAL X FDS

16.07%

Shares106.4K

Event2026-06-30

Filed2026-07-20

DFIP

DIMENSIONAL ETF TRUST

24.12%

Shares97.7K

Event2026-06-30

Filed2026-07-20

SCZ

ISHARES TR

New

Shares49.0K

Event2026-06-30

Filed2026-07-20

BLV

VANGUARD BD INDEX FDS

76.78%

Shares58.5K

Event2026-06-30

Filed2026-07-20

EMHC

SPDR SERIES TRUST

5.71%

Shares157.4K

Event2026-06-30

Filed2026-07-20

RWO

SPDR INDEX SHS FDS

3.27%

Shares80.3K

Event2026-06-30

Filed2026-07-20

VANGUARD SCOTTSDALE FDS

5.05%

Shares32.9K

Event2026-06-30

Filed2026-07-20

BSVO

EA SERIES TRUST

-0.30%

Shares136.5K

Event2026-06-30

Filed2026-07-20

HSBC

HSBC HLDGS PLC

-2.48%

Shares41.9K

Event2026-06-30

Filed2026-07-20

CSX

CSX CORP

0.79%

Shares83.7K

Event2026-06-30

Filed2026-07-20

DFAI

DIMENSIONAL ETF TRUST

52.76%

Shares96.0K

Event2026-06-30

Filed2026-07-20

CBRE

CBRE GROUP INC

-2.32%

Shares29.1K

Event2026-06-30

Filed2026-07-20

SMFG

SUMITOMO MITSUI FIN GRP INC

New

Shares165.7K

Event2026-06-30

Filed2026-07-20

EWY

ISHARES INC

New

Shares19.3K

Event2026-06-30

Filed2026-07-20

MLPX

GLOBAL X FDS

30.00%

Shares52.0K

Event2026-06-30

Filed2026-07-20

DAL

DELTA AIR LINES INC

6.79%

Shares40.8K

Event2026-06-30

Filed2026-07-20

HIG

HARTFORD INSURANCE GROUP INC

0.36%

Shares28.8K

Event2026-06-30

Filed2026-07-20

AIPO

TIDAL TRUST II

New

Shares114.0K

Event2026-06-30

Filed2026-07-20

BSX

BOSTON SCIENTIFIC CORP

292.37%

Shares88.9K

Event2026-06-30

Filed2026-07-20

CLOA

BLACKROCK ETF TRUST II

-34.21%

Shares72.5K

Event2026-06-30

Filed2026-07-20

AFL

AFLAC INC

-1.13%

Shares31.9K

Event2026-06-30

Filed2026-07-20

FREEPORT MCMORAN INC

New

Shares59.5K

Event2026-06-30

Filed2026-07-20

SECU

BLACKROCK ETF TRUST II

New

Shares74.8K

Event2026-06-30

Filed2026-07-20

CRM

SALESFORCE INC

-13.14%

Shares23.7K

Event2026-06-30

Filed2026-07-20

MSGS

MADISON SQUARE GRDN SPRT COR

6.49%

Shares9.2K

Event2026-06-30

Filed2026-07-20

ROST

ROSS STORES INC

21.50%

Shares17.4K

Event2026-06-30

Filed2026-07-20

IGM

ISHARES TR

-6.66%

Shares22.6K

Event2026-06-30

Filed2026-07-20

XLRE

SELECT SECTOR SPDR TR

3.27%

Shares84.0K

Event2026-06-30

Filed2026-07-20

ROYAL CARIBBEAN GROUP

0.71%

Shares11.6K

Event2026-06-30

Filed2026-07-20

FABRINET

-0.95%

Shares6.5K

Event2026-06-30

Filed2026-07-20

NLY

ANNALY CAPITAL MANAGEMENT IN

21.01%

Shares163.9K

Event2026-06-30

Filed2026-07-20

ROYAL BK CDA

0.34%

Shares17.6K

Event2026-06-30

Filed2026-07-20

QQQI

NEOS ETF TRUST

25.01%

Shares64.2K

Event2026-06-30

Filed2026-07-20

MNST

MONSTER BEVERAGE CORP NEW

-4.09%

Shares37.6K

Event2026-06-30

Filed2026-07-20

NLR

VANECK ETF TRUST

New

Shares31.0K

Event2026-06-30

Filed2026-07-20

RTO

RENTOKIL INITIAL PLC

19.51%

Shares125.5K

Event2026-06-30

Filed2026-07-20

INTU

INTUIT

-26.12%

Shares13.7K

Event2026-06-30

Filed2026-07-20

TTE

TOTALENERGIES SE

18.39%

Shares45.6K

Event2026-06-30

Filed2026-07-20

THE CIGNA GROUP

-9.78%

Shares12.7K

Event2026-06-30

Filed2026-07-20

SPSB

SPDR SERIES TRUST

41.94%

Shares116.4K

Event2026-06-30

Filed2026-07-20

SONY

SONY GROUP CORP

-26.21%

Shares173.7K

Event2026-06-30

Filed2026-07-20

DELL

DELL TECHNOLOGIES INC

New

Shares8.0K

Event2026-06-30

Filed2026-07-20

CLOUDFLARE INC

5.98%

Shares13.9K

Event2026-06-30

Filed2026-07-20

NGG

NATIONAL GRID PLC

-19.80%

Shares41.1K

Event2026-06-30

Filed2026-07-20

ETR

ENTERGY CORP NEW

-5.22%

Shares29.5K

Event2026-06-30

Filed2026-07-20

TMUS

T-MOBILE US INC

-6.65%

Shares20.0K

Event2026-06-30

Filed2026-07-20

ICLN

ISHARES TR

955.16%

Shares162.7K

Event2026-06-30

Filed2026-07-20

CRH

CRH PLC

New

Shares31.1K

Event2026-06-30

Filed2026-07-20

CASY

CASEYS GEN STORES INC

19.87%

Shares4.2K

Event2026-06-30

Filed2026-07-20

3M CO

New

Shares20.3K

Event2026-06-30

Filed2026-07-20

SPYI

NEOS ETF TRUST

18.67%

Shares61.7K

Event2026-06-30

Filed2026-07-20

WAB

WABTEC

1.08%

Shares12.1K

Event2026-06-30

Filed2026-07-20

RKT

ROCKET COS INC

-3.73%

Shares207.3K

Event2026-06-30

Filed2026-07-20

MGC

VANGUARD WORLD FD

-1.92%

Shares11.9K

Event2026-06-30

Filed2026-07-20

WASTE MGMT INC DEL

-32.50%

Shares14.6K

Event2026-06-30

Filed2026-07-20

COWG

PACER FDS TR

-0.56%

Shares80.9K

Event2026-06-30

Filed2026-07-20

FDX

FEDEX CORP

51.62%

Shares10.3K

Event2026-06-30

Filed2026-07-20

ADOBE INC

2.75%

Shares15.8K

Event2026-06-30

Filed2026-07-20

IDEV

ISHARES TR

New

Shares36.3K

Event2026-06-30

Filed2026-07-20

CONSOLIDATED EDISON INC

-7.30%

Shares29.1K

Event2026-06-30

Filed2026-07-20

EELV

INVESCO EXCH TRADED FD TR II

154.21%

Shares115.1K

Event2026-06-30

Filed2026-07-20

EQIX

EQUINIX INC

-7.60%

Shares3.1K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available