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The Analysis of Private Advisor Group, LLC's Holdings & P&L

Currently, Private Advisor Group, LLC holds 2512 types of securities in its portfolio with a total value $21.8B. In the most recent quarter, they have increased their positions in IWF (+839.1K shares, valued at $104.2M), CGDV (+2.1M shares, valued at $103.8M), N/A (+969.6K shares, valued at $85.2M); decreased their positions in AAPL (-325.6K shares, valued at $94.2M), VTV (-387.3K shares, valued at $84.4M), VEA (-853.7K shares, valued at $60.8M); initiated new positions in TMB (+1.1M shares, valued at $28.3M), BKDV (+471.4K shares, valued at $15.8M), AGGH (+683.2K shares, valued at $13.8M).

1M P&L

-163.5M-0.86%

3M P&L

+16.5M+0.09%

HY P&L

+190.1M+1.02%

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/A14.3B

74.9%

2Semiconductors791.9M

4.1%

3Consumer Electronics540.1M

2.8%

Top Industries by Stock Count

1N/A1421 stocks

60.4%

2Asset Management45 stocks

1.9%

3Biotechnology40 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC1.9M shares-14.87%2026-06-302026-07-27

SPDR SERIES TRUST SPDR SERIES TRUST6.0M shares19.44%2026-06-302026-07-27

NVDA NVIDIA CORPORATION2.3M shares6.09%2026-06-302026-07-27

VANGUARD INDEX FDS VANGUARD INDEX FDS1.2M shares-1.72%2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T552.5K shares-3.15%2026-06-302026-07-27

QQQ INVESCO QQQ TR500.3K shares4.92%2026-06-302026-07-27

QQQM INVESCO EXCH TRADED FD TR II1.1M shares22.91%2026-06-302026-07-27

SPYG SPDR SERIES TRUST2.6M shares19.59%2026-06-302026-07-27

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE5.9M shares56.16%2026-06-302026-07-27

RDVY FIRST TR EXCHANGE TRADED FD3.2M shares22.88%2026-06-302026-07-27

AMZN AMAZON COM INC1.1M shares1.03%2026-06-302026-07-27

SPTM SPDR SERIES TRUST2.6M shares-14.98%2026-06-302026-07-27

MSFT MICROSOFT CORP607.1K shares-4.68%2026-06-302026-07-27

JBND J P MORGAN EXCHANGE TRADED F3.9M shares9.54%2026-06-302026-07-27

XLK SELECT SECTOR SPDR TR997.9K shares-21.66%2026-06-302026-07-27

SPYV SPDR SERIES TRUST3.1M shares10.40%2026-06-302026-07-27

Sponsored

VOO VANGUARD INDEX FDS235.0K shares-21.71%2026-06-302026-07-27

VTV VANGUARD INDEX FDS696.7K shares-35.73%2026-06-302026-07-27

GOOGL ALPHABET INC407.8K shares-4.53%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL290.9K shares-9.23%2026-06-302026-07-27

GOOG ALPHABET INC406.7K shares-7.89%2026-06-302026-07-27

VIG VANGUARD SPECIALIZED FUNDS597.4K shares0.63%2026-06-302026-07-27

IWF ISHARES TR1.1M shares315.81%2026-06-302026-07-27

DFAC DIMENSIONAL ETF TRUST3.0M shares5.85%2026-06-302026-07-27

Sponsored

VUG VANGUARD INDEX FDS1.4M shares201.58%2026-06-302026-07-27

BUFR FIRST TR EXCHNG TRADED FD VI3.3M shares2.30%2026-06-302026-07-27

DGRW WISDOMTREE TR1.2M shares-16.05%2026-06-302026-07-27

JGRO J P MORGAN EXCHANGE TRADED F1.1M shares128.34%2026-06-302026-07-27

SMH VANECK ETF TRUST164.6K shares0.92%2026-06-302026-07-27

BROADCOM INC BROADCOM INC280.3K shares-9.58%2026-06-302026-07-27

CGUS CAPITAL GROUP CORE EQUITY ET2.4M shares11.15%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO306.4K shares-16.15%2026-06-302026-07-27

Sponsored

TSLA TESLA INC235.8K shares10.80%2026-06-302026-07-27

META PLATFORMS INC META PLATFORMS INC174.2K shares1.94%2026-06-302026-07-27

CGGR CAPITAL GROUP GROWTH ETF2.1M shares-1.80%2026-06-302026-07-27

SPDW SPDR INDEX SHS FDS1.8M shares-10.57%2026-06-302026-07-27

MU MICRON TECHNOLOGY INC78.5K shares-5.48%2026-06-302026-07-27

RSP INVESCO EXCHANGE TRADED FD T419.0K shares-20.16%2026-06-302026-07-27

SPMO INVESCO EXCH TRADED FD TR II550.7K shares-2.10%2026-06-302026-07-27

GLD SPDR GOLD TR237.5K shares-23.15%2026-06-302026-07-27

Sponsored

AMD ADVANCED MICRO DEVICES INC149.1K shares43.30%2026-06-302026-07-27

AVUV AMERICAN CENTY ETF TR685.6K shares291.10%2026-06-302026-07-27

BIL SPDR SERIES TRUST881.4K shares-0.60%2026-06-302026-07-27

DYNF BLACKROCK ETF TRUST1.2M shares-5.07%2026-06-302026-07-27

USFR WISDOMTREE TR1.6M shares-32.34%2026-06-302026-07-27

AVEM AMERICAN CENTY ETF TR807.1K shares61.59%2026-06-302026-07-27

EXXON MOBIL CORP EXXON MOBIL CORP562.4K shares-16.01%2026-06-302026-07-27

IWD ISHARES TR309.8K shares-7.19%2026-06-302026-07-27

Sponsored

QGRW WISDOMTREE TR1.1M shares-14.52%2026-06-302026-07-27

VB VANGUARD INDEX FDS237.9K shares-35.24%2026-06-302026-07-27

SPEM SPDR INDEX SHS FDS1.4M shares23.42%2026-06-302026-07-27

JNJ JOHNSON & JOHNSON277.7K shares-11.11%2026-06-302026-07-27

FBND FIDELITY MERRIMACK STR TR1.5M shares1.36%2026-06-302026-07-27

IJR ISHARES TR468.6K shares-11.85%2026-06-302026-07-27

CAT CATERPILLAR INC65.2K shares-22.83%2026-06-302026-07-27

VOOG VANGUARD ADMIRAL FDS INC832.4K shares1007.96%2026-06-302026-07-27

Sponsored

XLI SELECT SECTOR SPDR TR370.6K shares-1.55%2026-06-302026-07-27

IVW ISHARES TR497.1K shares-27.78%2026-06-302026-07-27

JHMM JOHN HANCOCK EXCHANGE TRADED911.0K shares11.36%2026-06-302026-07-27

IJH ISHARES TR870.0K shares-10.52%2026-06-302026-07-27

MFSG MFS ACTIVE EXCHANGE TRADED F2.2M shares5825.58%2026-06-302026-07-27

GTO INVESCO ACTIVELY MANAGED EXC1.4M shares12.31%2026-06-302026-07-27

ITOT ISHARES TR395.8K shares30.18%2026-06-302026-07-27

VXUS VANGUARD STAR FDS760.6K shares-8.85%2026-06-302026-07-27

Sponsored

SPSM SPDR SERIES TRUST1.1M shares16.08%2026-06-302026-07-27

JIRE J P MORGAN EXCHANGE TRADED F748.7K shares-21.22%2026-06-302026-07-27

IWM ISHARES TR203.9K shares-12.02%2026-06-302026-07-27

MINT PIMCO ETF TR600.0K shares103.70%2026-06-302026-07-27

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F960.1K shares-0.98%2026-06-302026-07-27

ABBVIE INC ABBVIE INC233.2K shares-12.41%2026-06-302026-07-27

JIVE J P MORGAN EXCHANGE TRADED F636.9K shares103.04%2026-06-302026-07-27

RWL INVESCO EXCH TRADED FD TR II456.7K shares55.58%2026-06-302026-07-27

Sponsored

USMV ISHARES TR600.9K shares21.95%2026-06-302026-07-27

VGT VANGUARD WORLD FD483.6K shares681.92%2026-06-302026-07-27

VNLA JANUS DETROIT STR TR1.2M shares-16.97%2026-06-302026-07-27

SDVY FIRST TR EXCHANGE TRADED FD1.3M shares-11.22%2026-06-302026-07-27

DGRO ISHARES TR725.6K shares-22.71%2026-06-302026-07-27

VO VANGUARD INDEX FDS678.4K shares223.44%2026-06-302026-07-27

JSMD JANUS DETROIT STR TR538.4K shares553.22%2026-06-302026-07-27

TBIL RBB FD INC1.1M shares4.43%2026-06-302026-07-27

Sponsored

VYM VANGUARD WHITEHALL FDS338.8K shares-11.46%2026-06-302026-07-27

VISA INC VISA INC153.7K shares-21.41%2026-06-302026-07-27

SPMD SPDR SERIES TRUST778.4K shares-8.02%2026-06-302026-07-27

FTCS FIRST TR EXCHANGE-TRADED FD557.5K shares4.98%2026-06-302026-07-27

QUAL ISHARES TR238.3K shares-41.13%2026-06-302026-07-27

EPS WISDOMTREE TR664.6K shares-4.18%2026-06-302026-07-27

WMT WALMART INC453.6K shares-42.26%2026-06-302026-07-27

TSM TAIWAN SEMICONDUCTOR MANUFAC106.4K shares-2.01%2026-06-302026-07-27

Sponsored

DFUS DIMENSIONAL ETF TRUST612.7K shares333.27%2026-06-302026-07-27

SPIB SPDR SERIES TRUST1.5M shares2.42%2026-06-302026-07-27

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR1.1M shares-7.96%2026-06-302026-07-27

JPST J P MORGAN EXCHANGE TRADED F986.8K shares-23.14%2026-06-302026-07-27

FVD FIRST TR EXCHANGE-TRADED FD1.0M shares45.04%2026-06-302026-07-27

JEPI J P MORGAN EXCHANGE TRADED F875.3K shares244.99%2026-06-302026-07-27

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC423.7K shares7.46%2026-06-302026-07-27

VCIT VANGUARD SCOTTSDALE FDS582.7K shares-13.64%2026-06-302026-07-27

Sponsored

DIA STATE STR SPDR DOW JONES IND91.4K shares-19.59%2026-06-302026-07-27

FDL FIRST TR EXCHANGE-TRADED FD969.8K shares-20.51%2026-06-302026-07-27

JAVA J P MORGAN EXCHANGE TRADED F591.1K shares25.23%2026-06-302026-07-27

JAAA JANUS DETROIT STR TR921.6K shares-12.36%2026-06-302026-07-27

VFLO VICTORY PORTFOLIOS II1.0M shares10.01%2026-06-302026-07-27

HEFA ISHARES TR965.3K shares1602.33%2026-06-302026-07-27

XMMO INVESCO EXCHANGE TRADED FD T266.1K shares56.27%2026-06-302026-07-27

DCOR DIMENSIONAL ETF TRUST544.1K shares-17.33%2026-06-302026-07-27

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T494.2K shares33.78%2026-06-302026-07-27

IWY ISHARES TR152.8K shares201.11%2026-06-302026-07-27

VALQ AMERICAN CENTY ETF TR634.1K shares4.71%2026-06-302026-07-27

IVE ISHARES TR190.5K shares-37.13%2026-06-302026-07-27

COWZ PACER FDS TR687.7K shares25.79%2026-06-302026-07-27

FFLC FIDELITY COVINGTON TRUST724.6K shares6252.02%2026-06-302026-07-27

CIBR FIRST TR EXCHANGE-TRADED FD472.8K shares-13.58%2026-06-302026-07-27

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC55.4K shares-3.96%2026-06-302026-07-27

Sponsored

DFAI DIMENSIONAL ETF TRUST1.0M shares-11.41%2026-06-302026-07-27

IEMG ISHARES INC503.4K shares-34.36%2026-06-302026-07-27

CGXU CAPITAL GROUP INTL FOCUS EQT1.2M shares-20.16%2026-06-302026-07-27

GEV GE VERNOVA INC35.1K shares-4.36%2026-06-302026-07-27

PYLD PIMCO ETF TR1.5M shares2.20%2026-06-302026-07-27

IUSG ISHARES TR216.6K shares1.72%2026-06-302026-07-27

XLG INVESCO EXCHANGE TRADED FD T664.3K shares0.97%2026-06-302026-07-27

TBLL INVESCO EXCH TRADED FD TR II378.1K shares29.95%2026-06-302026-07-27

Sponsored

SCHD SCHWAB STRATEGIC TR1.3M shares-12.23%2026-06-302026-07-27

ISHARES TR ISHARES TR398.2K shares-17.68%2026-06-302026-07-27

CVX CHEVRON CORPORATION237.2K shares-13.29%2026-06-302026-07-27

LRCX LAM RESEARCH CORP89.9K shares22.47%2026-06-302026-07-27

DVY ISHARES TR249.1K shares16.48%2026-06-302026-07-27

ISHARES TR ISHARES TR399.2K shares-13.86%2026-06-302026-07-27

IBM INTERNATIONAL BUSINESS MACHS136.3K shares-19.95%2026-06-302026-07-27

SPTI SPDR SERIES TRUST1.3M shares11.01%2026-06-302026-07-27

Sponsored

HDV ISHARES TR1.4M shares429.59%2026-06-302026-07-27

LVHI LEGG MASON ETF INVT907.7K shares-6.93%2026-06-302026-07-27

SPYI NEOS ETF TRUST685.6K shares14.24%2026-06-302026-07-27

XLV SELECT SECTOR SPDR TR228.8K shares-17.92%2026-06-302026-07-27

SPGM SPDR INDEX SHS FDS423.5K shares64.01%2026-06-302026-07-27

WTV WISDOMTREE TR355.6K shares140.31%2026-06-302026-07-27

TCAF T ROWE PRICE EXCHANGE-TRADED877.3K shares-2.43%2026-06-302026-07-27

SPLV INVESCO EXCH TRADED FD TR II480.3K shares30.14%2026-06-302026-07-27

Sponsored

VEA VANGUARD TAX-MANAGED FDS495.8K shares-63.26%2026-06-302026-07-27

SGOV ISHARES TR348.8K shares-38.04%2026-06-302026-07-27

APPLIED MATLS INC APPLIED MATLS INC48.1K shares-0.65%2026-06-302026-07-27

MDYG SPDR SERIES TRUST309.4K shares-27.30%2026-06-302026-07-27

CGBL CAPITAL GROUP CORE BALANCED905.9K shares53.27%2026-06-302026-07-27

MRK MERCK & CO INC266.6K shares-2.48%2026-06-302026-07-27

CGGO CAPITAL GROUP GBL GROWTH EQT796.6K shares6.90%2026-06-302026-07-27

PG PROCTER & GAMBLE CO228.2K shares-37.49%2026-06-302026-07-27

Sponsored

XLF SELECT SECTOR SPDR TR618.5K shares-17.55%2026-06-302026-07-27

IWB ISHARES TR80.4K shares112.66%2026-06-302026-07-27

HD HOME DEPOT INC93.0K shares-17.12%2026-06-302026-07-27

FDVV FIDELITY COVINGTON TRUST537.2K shares-7.31%2026-06-302026-07-27

CISCO SYS INC CISCO SYS INC273.4K shares-25.13%2026-06-302026-07-27

VGIT VANGUARD SCOTTSDALE FDS544.2K shares-22.38%2026-06-302026-07-27

DLN WISDOMTREE TR332.7K shares16.32%2026-06-302026-07-27

DIVO AMPLIFY ETF TR699.6K shares5.98%2026-06-302026-07-27

Sponsored

SPAB SPDR SERIES TRUST1.3M shares6.50%2026-06-302026-07-27

INTC INTEL CORP228.4K shares-14.03%2026-06-302026-07-27

XSMO INVESCO EXCHANGE TRADED FD T333.6K shares247.76%2026-06-302026-07-27

KO COCA COLA CO373.6K shares-1.27%2026-06-302026-07-27

SHY ISHARES TR369.2K shares-17.75%2026-06-302026-07-27

EQWL INVESCO EXCHANGE TRADED FD T232.2K shares-10.76%2026-06-302026-07-27

AIRR FIRST TR EXCHANGE TRADED FD223.2K shares-11.09%2026-06-302026-07-27

USTB VICTORY PORTFOLIOS II587.3K shares26.45%2026-06-302026-07-27

Sponsored

BAC BANK OF AMER CORP521.6K shares2.71%2026-06-302026-07-27

XLE SELECT SECTOR SPDR TR553.5K shares-45.83%2026-06-302026-07-27

PULS PGIM ETF TR592.4K shares-37.02%2026-06-302026-07-27

TMFC RBB FD INC378.3K shares1.66%2026-06-302026-07-27

DE DEERE & CO45.2K shares-5.98%2026-06-302026-07-27

BOND PIMCO ETF TR310.2K shares14.91%2026-06-302026-07-27

DFAX DIMENSIONAL ETF TRUST771.7K shares-33.08%2026-06-302026-07-27

LMBS FIRST TR EXCHANGE-TRADED FD569.2K shares-2.60%2026-06-302026-07-27

Sponsored

TMB THORNBURG ETF TR1.1M sharesnew addition2026-06-302026-07-27

MTUM ISHARES TR82.5K shares5.96%2026-06-302026-07-27

XLC SELECT SECTOR SPDR TR262.1K shares-20.99%2026-06-302026-07-27

HELO J P MORGAN EXCHANGE TRADED F414.3K shares56.93%2026-06-302026-07-27

NETFLIX INC. NETFLIX INC.390.8K shares-4.56%2026-06-302026-07-27

HGER HARBOR ETF TRUST938.7K shares-18.63%2026-06-302026-07-27

PVAL PUTNAM ETF TRUST533.7K shares1246.16%2026-06-302026-07-27

GE GE AEROSPACE71.9K shares-33.07%2026-06-302026-07-27

Sponsored

QVML INVESCO EXCH TRADED FD TR II608.5K shares-0.26%2026-06-302026-07-27

BAI BLACKROCK ETF TRUST508.0K shares16.70%2026-06-302026-07-27

IUSV ISHARES TR243.0K shares10.69%2026-06-302026-07-27

MOAT VANECK ETF TRUST255.3K shares-32.65%2026-06-302026-07-27

RTX CORPORATION RTX CORPORATION139.6K shares-18.56%2026-06-302026-07-27

PANW PALO ALTO NETWORKS INC77.3K shares-24.66%2026-06-302026-07-27

SDY SPDR SERIES TRUST173.0K shares52.43%2026-06-302026-07-27

TMSL T ROWE PRICE EXCHANGE-TRADED584.8K shares12.26%2026-06-302026-07-27

Sponsored

GS GOLDMAN SACHS GROUP INC24.8K shares-5.78%2026-06-302026-07-27

CWI SPDR INDEX SHS FDS616.5K shares3.37%2026-06-302026-07-27

CGDG CAPITAL GROUP DIVIDEND GROWE668.1K shares-19.17%2026-06-302026-07-27

DNL WISDOMTREE TR541.9K shares7.91%2026-06-302026-07-27

FTSM FIRST TR EXCHANGE-TRADED FD417.5K shares59.34%2026-06-302026-07-27

KSPY KRANESHARES TRUST850.9K shares107.99%2026-06-302026-07-27

AVDE AMERICAN CENTY ETF TR278.6K shares-14.12%2026-06-302026-07-27

BINC BLACKROCK ETF TRUST II474.2K shares-7.92%2026-06-302026-07-27

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T219.8K shares-10.84%2026-06-302026-07-27

SMLF ISHARES TR277.5K shares1.00%2026-06-302026-07-27

BA BOEING CO112.7K shares12.94%2026-06-302026-07-27

BX BLACKSTONE INC201.7K shares-17.47%2026-06-302026-07-27

FTCB FIRST TR EXCHANGE-TRADED FD1.1M shares6.88%2026-06-302026-07-27

IYW ISHARES TR93.1K shares-47.22%2026-06-302026-07-27

VZ VERIZON COMMUNICATIONS INC553.5K shares1.14%2026-06-302026-07-27

HEQT SIMPLIFY EXCHANGE TRADED FUN698.2K shares29.96%2026-06-302026-07-27

Sponsored

UBER UBER TECHNOLOGIES INC319.6K shares-7.45%2026-06-302026-07-27

EFA ISHARES TR220.5K shares4.13%2026-06-302026-07-27

SLV ISHARES SILVER TR426.6K shares-23.98%2026-06-302026-07-27

MRVL MARVELL TECHNOLOGY INC75.9K shares-42.84%2026-06-302026-07-27

GOVI INVESCO EXCH TRADED FD TR II824.4K shares190.48%2026-06-302026-07-27

SOXX ISHARES TR34.9K shares-11.13%2026-06-302026-07-27

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC53.4K shares-19.42%2026-06-302026-07-27

QEFA SPDR INDEX SHS FDS229.4K shares8.35%2026-06-302026-07-27

Sponsored

GRID FIRST TR EXCHANGE-TRADED FD114.7K shares-2.98%2026-06-302026-07-27

TDI TOUCHSTONE ETF TRUST484.6K shares1819.82%2026-06-302026-07-27

NEXTERA ENERGY INC NEXTERA ENERGY INC247.3K shares-6.94%2026-06-302026-07-27

SCHG SCHWAB STRATEGIC TR639.8K shares-29.96%2026-06-302026-07-27

SPHD INVESCO EXCH TRADED FD TR II424.9K shares17.12%2026-06-302026-07-27

QCOM QUALCOMM INC116.8K shares-21.94%2026-06-302026-07-27

DEM WISDOMTREE TR399.3K shares2192.17%2026-06-302026-07-27

CGCP CAPITAL GRP FIXED INCM ETF T949.3K shares60.77%2026-06-302026-07-27

Sponsored

VXF VANGUARD INDEX FDS85.7K shares-6.62%2026-06-302026-07-27

ARK ETF TR ARK ETF TR260.9K shares5.20%2026-06-302026-07-27

VRT VERTIV HOLDINGS CO62.8K shares-34.06%2026-06-302026-07-27

IXUS ISHARES TR220.0K shares-1.42%2026-06-302026-07-27

AVLV AMERICAN CENTY ETF TR230.0K shares45.91%2026-06-302026-07-27

DUHP DIMENSIONAL ETF TRUST500.2K shares155.89%2026-06-302026-07-27

PWB INVESCO EXCHANGE TRADED FD T123.7K shares21.34%2026-06-302026-07-27

MCD MCDONALDS CORP75.9K shares-19.07%2026-06-302026-07-27

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ICLO INVESCO ACTIVELY MANAGED EXC798.3K shares123.08%2026-06-302026-07-27

ORACLE CORP ORACLE CORP138.9K shares4.66%2026-06-302026-07-27

THRO BLACKROCK ETF TRUST469.9K shares-7.33%2026-06-302026-07-27

AUSF GLOBAL X FDS413.4K shares-1.03%2026-06-302026-07-27

BND VANGUARD BD INDEX FDS274.9K shares-41.16%2026-06-302026-07-27

AMGN AMGEN INC55.3K shares0.19%2026-06-302026-07-27

XLSR SSGA ACTIVE TR307.8K shares243.13%2026-06-302026-07-27

CGMU CAPITAL GRP FIXED INCM ETF T722.5K shares-20.48%2026-06-302026-07-27

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SLYG SPDR SERIES TRUST164.2K shares3.52%2026-06-302026-07-27

EMEQ NOMURA ETF TR267.1K shares28.62%2026-06-302026-07-27

JMST J P MORGAN EXCHANGE TRADED F381.5K shares60.65%2026-06-302026-07-27

ITA ISHARES TR79.3K shares37.65%2026-06-302026-07-27

WASTE MGMT INC DEL WASTE MGMT INC DEL86.2K shares-11.82%2026-06-302026-07-27

XLP SELECT SECTOR SPDR TR230.3K shares31.65%2026-06-302026-07-27

BUFQ FIRST TR EXCHNG TRADED FD VI485.4K shares133.34%2026-06-302026-07-27

ETN EATON CORP PLC44.5K shares-12.07%2026-06-302026-07-27

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IWR ISHARES TR171.8K shares4.41%2026-06-302026-07-27

PAVE GLOBAL X FDS320.4K shares-15.68%2026-06-302026-07-27

FV FIRST TR EXCHANGE TRADED FD248.7K shares-28.20%2026-06-302026-07-27

IWX ISHARES TR179.3K shares-1.77%2026-06-302026-07-27

C CITIGROUP INC134.6K shares-3.60%2026-06-302026-07-27

QQQI NEOS ETF TRUST329.0K shares58.39%2026-06-302026-07-27

OMFL INVESCO EXCH TRD SLF IDX FD271.3K shares4.20%2026-06-302026-07-27

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FWD AB ACTIVE ETFS INC123.4K shares234.16%2026-06-302026-07-27

FEX FIRST TR EXCHANGE-TRADED ALP130.5K shares39.83%2026-06-302026-07-27

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WCMI FIRST TR EXCHANGE-TRADED FD921.7K shares1325.83%2026-06-302026-07-27

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RPG INVESCO EXCHANGE TRADED FD T281.1K shares34.04%2026-06-302026-07-27

PFE PFIZER INC744.0K shares-5.71%2026-06-302026-07-27

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RODM LATTICE STRATEGIES TR439.2K shares-20.06%2026-06-302026-07-27

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PHYS SPROTT ASSET MANAGEMENT LP583.8K shares-8.58%2026-06-302026-07-27

CGCB CAPITAL GRP FIXED INCM ETF T666.9K shares11.60%2026-06-302026-07-27

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ASML ASML HLDG NV8.6K shares-7.25%2026-06-302026-07-27

UCON FIRST TR EXCHNG TRADED FD VI679.7K shares29.14%2026-06-302026-07-27

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PEP PEPSICO INC124.3K shares-25.44%2026-06-302026-07-27

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MUB ISHARES TR154.1K shares-47.80%2026-06-302026-07-27

JQUA J P MORGAN EXCHANGE TRADED F227.6K shares51.57%2026-06-302026-07-27

MGV VANGUARD WORLD FD99.9K shares2.06%2026-06-302026-07-27

TJX TJX COS INC NEW107.4K shares-10.37%2026-06-302026-07-27

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BKDV BNY MELLON ETF TRUST II471.4K sharesnew addition2026-06-302026-07-27

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NLR VANECK ETF TRUST135.0K shares-8.63%2026-06-302026-07-27

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IMFL INVESCO EXCH TRD SLF IDX FD452.0K shares-1.11%2026-06-302026-07-27

FLQM FRANKLIN TEMPLETON ETF TR267.1K shares-44.97%2026-06-302026-07-27

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VUSB VANGUARD BD INDEX FDS306.9K shares2829.47%2026-06-302026-07-27

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FLMI FRANKLIN TEMPLETON ETF TR585.0K shares64.94%2026-06-302026-07-27

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FTLS FIRST TR EXCH TRADED FD III189.2K shares56.37%2026-06-302026-07-27

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PDI PIMCO DYNAMIC INCOME FD713.4K shares-18.58%2026-06-302026-07-27

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FTSL FIRST TR EXCHANGE-TRADED FD179.0K shares-33.71%2026-06-302026-07-27

MDB MONGODB INC23.7K shares542.40%2026-06-302026-07-27

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC35.9K sharesnew addition2026-06-302026-07-27

MPC MARATHON PETE CORP31.0K shares-3.15%2026-06-302026-07-27

BSCQ INVESCO EXCH TRD SLF IDX FD405.4K shares-2.92%2026-06-302026-07-27

VFMO VANGUARD WELLINGTON FD31.6K shares4.85%2026-06-302026-07-27

Sponsored

LPLA LPL FINL HLDGS INC28.0K shares-0.68%2026-06-302026-07-27

MGC VANGUARD WORLD FD28.6K shares45.64%2026-06-302026-07-27

NULG NUSHARES ETF TR66.8K shares31.44%2026-06-302026-07-27

PFF ISHARES TR254.2K shares7.46%2026-06-302026-07-27

LVHD LEGG MASON ETF INVT175.8K shares9.19%2026-06-302026-07-27

APH AMPHENOL CORP43.5K shares-5.70%2026-06-302026-07-27

VCSH VANGUARD SCOTTSDALE FDS97.0K shares-49.86%2026-06-302026-07-27

RECS COLUMBIA ETF TR I176.4K shares-0.02%2026-06-302026-07-27

Sponsored

TUSI TOUCHSTONE ETF TRUST298.3K shares0.49%2026-06-302026-07-27

TENB TENABLE HLDGS INC202.5K sharesnew addition2026-06-302026-07-27

GD GENERAL DYNAMICS CORP21.0K shares-21.89%2026-06-302026-07-27

SPGP INVESCO EXCHANGE TRADED FD T60.7K shares1.12%2026-06-302026-07-27

COP CONOCOPHILLIPS70.8K shares-10.51%2026-06-302026-07-27

BSCS INVESCO EXCH TRD SLF IDX FD359.1K shares10.01%2026-06-302026-07-27

EFIV SPDR SERIES TRUST99.0K shares-19.98%2026-06-302026-07-27

PINK SIMPLIFY EXCHANGE TRADED FUN184.3K sharesnew addition2026-06-302026-07-27

Sponsored

AGIX KRANESHARES TRUST153.7K shares963.99%2026-06-302026-07-27

CGSD CAPITAL GRP FIXED INCM ETF T279.4K shares-46.35%2026-06-302026-07-27

FDV FEDERATED HERMES ETF TRUST228.7K shares5.74%2026-06-302026-07-27

PH PARKER-HANNIFIN CORP7.3K shares-2.24%2026-06-302026-07-27

DHS WISDOMTREE TR62.7K shares29.53%2026-06-302026-07-27

FCNCA FIRST CTZNS BANCSHARES INC D3.4K shares-3.09%2026-06-302026-07-27

BSCR INVESCO EXCH TRD SLF IDX FD361.3K shares6.28%2026-06-302026-07-27

PWV INVESCO EXCHANGE TRADED FD T93.3K shares-1.72%2026-06-302026-07-27

Sponsored

EVSD MORGAN STANLEY ETF TRUST137.8K shares12.00%2026-06-302026-07-27

VRP INVESCO EXCH TRADED FD TR II287.5K shares59.90%2026-06-302026-07-27

JCPB J P MORGAN EXCHANGE TRADED F148.2K shares1248.42%2026-06-302026-07-27

JMBS JANUS DETROIT STR TR153.7K shares452.11%2026-06-302026-07-27

ADI ANALOG DEVICES INC17.4K shares-24.26%2026-06-302026-07-27

GBIL GOLDMAN SACHS ETF TR68.8K shares-68.60%2026-06-302026-07-27

CMI CUMMINS INC9.7K shares-47.62%2026-06-302026-07-27

EVT EATON VANCE TAX ADVT DIV INC247.1K shares15.58%2026-06-302026-07-27

Sponsored

JPEF J P MORGAN EXCHANGE TRADED F85.1K shares706.47%2026-06-302026-07-27

CSD INVESCO EXCHANGE TRADED FD T45.6K shares23.18%2026-06-302026-07-27

NOC NORTHROP GRUMMAN CORP13.4K shares21.20%2026-06-302026-07-27

FANG DIAMONDBACK ENERGY INC38.8K shares18.41%2026-06-302026-07-27

AAPL

APPLE INC

-14.87%

Shares1.9M

Event2026-06-30

Filed2026-07-27

SPDR SERIES TRUST

19.44%

Shares6.0M

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION

6.09%

Shares2.3M

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

-1.72%

Shares1.2M

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

-3.15%

Shares552.5K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

4.92%

Shares500.3K

Event2026-06-30

Filed2026-07-27

QQQM

INVESCO EXCH TRADED FD TR II

22.91%

Shares1.1M

Event2026-06-30

Filed2026-07-27

SPYG

SPDR SERIES TRUST

19.59%

Shares2.6M

Event2026-06-30

Filed2026-07-27

CGDV

CAPITAL GROUP DIVIDEND VALUE

56.16%

Shares5.9M

Event2026-06-30

Filed2026-07-27

RDVY

FIRST TR EXCHANGE TRADED FD

22.88%

Shares3.2M

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

1.03%

Shares1.1M

Event2026-06-30

Filed2026-07-27

SPTM

SPDR SERIES TRUST

-14.98%

Shares2.6M

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

-4.68%

Shares607.1K

Event2026-06-30

Filed2026-07-27

JBND

J P MORGAN EXCHANGE TRADED F

9.54%

Shares3.9M

Event2026-06-30

Filed2026-07-27

XLK

SELECT SECTOR SPDR TR

-21.66%

Shares997.9K

Event2026-06-30

Filed2026-07-27

SPYV

SPDR SERIES TRUST

10.40%

Shares3.1M

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

-21.71%

Shares235.0K

Event2026-06-30

Filed2026-07-27

VTV

VANGUARD INDEX FDS

-35.73%

Shares696.7K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

-4.53%

Shares407.8K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

-9.23%

Shares290.9K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

-7.89%

Shares406.7K

Event2026-06-30

Filed2026-07-27

VIG

VANGUARD SPECIALIZED FUNDS

0.63%

Shares597.4K

Event2026-06-30

Filed2026-07-27

IWF

ISHARES TR

315.81%

Shares1.1M

Event2026-06-30

Filed2026-07-27

DFAC

DIMENSIONAL ETF TRUST

5.85%

Shares3.0M

Event2026-06-30

Filed2026-07-27

VUG

VANGUARD INDEX FDS

201.58%

Shares1.4M

Event2026-06-30

Filed2026-07-27

BUFR

FIRST TR EXCHNG TRADED FD VI

2.30%

Shares3.3M

Event2026-06-30

Filed2026-07-27

DGRW

WISDOMTREE TR

-16.05%

Shares1.2M

Event2026-06-30

Filed2026-07-27

JGRO

J P MORGAN EXCHANGE TRADED F

128.34%

Shares1.1M

Event2026-06-30

Filed2026-07-27

SMH

VANECK ETF TRUST

0.92%

Shares164.6K

Event2026-06-30

Filed2026-07-27

BROADCOM INC

-9.58%

Shares280.3K

Event2026-06-30

Filed2026-07-27

CGUS

CAPITAL GROUP CORE EQUITY ET

11.15%

Shares2.4M

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

-16.15%

Shares306.4K

Event2026-06-30

Filed2026-07-27

TSLA

TESLA INC

10.80%

Shares235.8K

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC

1.94%

Shares174.2K

Event2026-06-30

Filed2026-07-27

CGGR

CAPITAL GROUP GROWTH ETF

-1.80%

Shares2.1M

Event2026-06-30

Filed2026-07-27

SPDW

SPDR INDEX SHS FDS

-10.57%

Shares1.8M

Event2026-06-30

Filed2026-07-27

MICRON TECHNOLOGY INC

-5.48%

Shares78.5K

Event2026-06-30

Filed2026-07-27

RSP

INVESCO EXCHANGE TRADED FD T

-20.16%

Shares419.0K

Event2026-06-30

Filed2026-07-27

SPMO

INVESCO EXCH TRADED FD TR II

-2.10%

Shares550.7K

Event2026-06-30

Filed2026-07-27

GLD

SPDR GOLD TR

-23.15%

Shares237.5K

Event2026-06-30

Filed2026-07-27

AMD

ADVANCED MICRO DEVICES INC

43.30%

Shares149.1K

Event2026-06-30

Filed2026-07-27

AVUV

AMERICAN CENTY ETF TR

291.10%

Shares685.6K

Event2026-06-30

Filed2026-07-27

BIL

SPDR SERIES TRUST

-0.60%

Shares881.4K

Event2026-06-30

Filed2026-07-27

DYNF

BLACKROCK ETF TRUST

-5.07%

Shares1.2M

Event2026-06-30

Filed2026-07-27

USFR

WISDOMTREE TR

-32.34%

Shares1.6M

Event2026-06-30

Filed2026-07-27

AVEM

AMERICAN CENTY ETF TR

61.59%

Shares807.1K

Event2026-06-30

Filed2026-07-27

EXXON MOBIL CORP

-16.01%

Shares562.4K

Event2026-06-30

Filed2026-07-27

IWD

ISHARES TR

-7.19%

Shares309.8K

Event2026-06-30

Filed2026-07-27

QGRW

WISDOMTREE TR

-14.52%

Shares1.1M

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

-35.24%

Shares237.9K

Event2026-06-30

Filed2026-07-27

SPEM

SPDR INDEX SHS FDS

23.42%

Shares1.4M

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

-11.11%

Shares277.7K

Event2026-06-30

Filed2026-07-27

FBND

FIDELITY MERRIMACK STR TR

1.36%

Shares1.5M

Event2026-06-30

Filed2026-07-27

IJR

ISHARES TR

-11.85%

Shares468.6K

Event2026-06-30

Filed2026-07-27

CAT

CATERPILLAR INC

-22.83%

Shares65.2K

Event2026-06-30

Filed2026-07-27

VOOG

VANGUARD ADMIRAL FDS INC

1007.96%

Shares832.4K

Event2026-06-30

Filed2026-07-27

XLI

SELECT SECTOR SPDR TR

-1.55%

Shares370.6K

Event2026-06-30

Filed2026-07-27

IVW

ISHARES TR

-27.78%

Shares497.1K

Event2026-06-30

Filed2026-07-27

JHMM

JOHN HANCOCK EXCHANGE TRADED

11.36%

Shares911.0K

Event2026-06-30

Filed2026-07-27

IJH

ISHARES TR

-10.52%

Shares870.0K

Event2026-06-30

Filed2026-07-27

MFSG

MFS ACTIVE EXCHANGE TRADED F

5825.58%

Shares2.2M

Event2026-06-30

Filed2026-07-27

GTO

INVESCO ACTIVELY MANAGED EXC

12.31%

Shares1.4M

Event2026-06-30

Filed2026-07-27

ITOT

ISHARES TR

30.18%

Shares395.8K

Event2026-06-30

Filed2026-07-27

VXUS

VANGUARD STAR FDS

-8.85%

Shares760.6K

Event2026-06-30

Filed2026-07-27

SPSM

SPDR SERIES TRUST

16.08%

Shares1.1M

Event2026-06-30

Filed2026-07-27

JIRE

J P MORGAN EXCHANGE TRADED F

-21.22%

Shares748.7K

Event2026-06-30

Filed2026-07-27

IWM

ISHARES TR

-12.02%

Shares203.9K

Event2026-06-30

Filed2026-07-27

MINT

PIMCO ETF TR

103.70%

Shares600.0K

Event2026-06-30

Filed2026-07-27

J P MORGAN EXCHANGE TRADED F

-0.98%

Shares960.1K

Event2026-06-30

Filed2026-07-27

ABBVIE INC

-12.41%

Shares233.2K

Event2026-06-30

Filed2026-07-27

JIVE

J P MORGAN EXCHANGE TRADED F

103.04%

Shares636.9K

Event2026-06-30

Filed2026-07-27

RWL

INVESCO EXCH TRADED FD TR II

55.58%

Shares456.7K

Event2026-06-30

Filed2026-07-27

USMV

ISHARES TR

21.95%

Shares600.9K

Event2026-06-30

Filed2026-07-27

VGT

VANGUARD WORLD FD

681.92%

Shares483.6K

Event2026-06-30

Filed2026-07-27

VNLA

JANUS DETROIT STR TR

-16.97%

Shares1.2M

Event2026-06-30

Filed2026-07-27

SDVY

FIRST TR EXCHANGE TRADED FD

-11.22%

Shares1.3M

Event2026-06-30

Filed2026-07-27

DGRO

ISHARES TR

-22.71%

Shares725.6K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

223.44%

Shares678.4K

Event2026-06-30

Filed2026-07-27

JSMD

JANUS DETROIT STR TR

553.22%

Shares538.4K

Event2026-06-30

Filed2026-07-27

TBIL

RBB FD INC

4.43%

Shares1.1M

Event2026-06-30

Filed2026-07-27

VYM

VANGUARD WHITEHALL FDS

-11.46%

Shares338.8K

Event2026-06-30

Filed2026-07-27

VISA INC

-21.41%

Shares153.7K

Event2026-06-30

Filed2026-07-27

SPMD

SPDR SERIES TRUST

-8.02%

Shares778.4K

Event2026-06-30

Filed2026-07-27

FTCS

FIRST TR EXCHANGE-TRADED FD

4.98%

Shares557.5K

Event2026-06-30

Filed2026-07-27

QUAL

ISHARES TR

-41.13%

Shares238.3K

Event2026-06-30

Filed2026-07-27

EPS

WISDOMTREE TR

-4.18%

Shares664.6K

Event2026-06-30

Filed2026-07-27

WMT

WALMART INC

-42.26%

Shares453.6K

Event2026-06-30

Filed2026-07-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-2.01%

Shares106.4K

Event2026-06-30

Filed2026-07-27

DFUS

DIMENSIONAL ETF TRUST

333.27%

Shares612.7K

Event2026-06-30

Filed2026-07-27

SPIB

SPDR SERIES TRUST

2.42%

Shares1.5M

Event2026-06-30

Filed2026-07-27

SELECT SECTOR SPDR TR

-7.96%

Shares1.1M

Event2026-06-30

Filed2026-07-27

JPST

J P MORGAN EXCHANGE TRADED F

-23.14%

Shares986.8K

Event2026-06-30

Filed2026-07-27

FVD

FIRST TR EXCHANGE-TRADED FD

45.04%

Shares1.0M

Event2026-06-30

Filed2026-07-27

JEPI

J P MORGAN EXCHANGE TRADED F

244.99%

Shares875.3K

Event2026-06-30

Filed2026-07-27

PALANTIR TECHNOLOGIES INC

7.46%

Shares423.7K

Event2026-06-30

Filed2026-07-27

VCIT

VANGUARD SCOTTSDALE FDS

-13.64%

Shares582.7K

Event2026-06-30

Filed2026-07-27

DIA

STATE STR SPDR DOW JONES IND

-19.59%

Shares91.4K

Event2026-06-30

Filed2026-07-27

FDL

FIRST TR EXCHANGE-TRADED FD

-20.51%

Shares969.8K

Event2026-06-30

Filed2026-07-27

JAVA

J P MORGAN EXCHANGE TRADED F

25.23%

Shares591.1K

Event2026-06-30

Filed2026-07-27

JAAA

JANUS DETROIT STR TR

-12.36%

Shares921.6K

Event2026-06-30

Filed2026-07-27

VFLO

VICTORY PORTFOLIOS II

10.01%

Shares1.0M

Event2026-06-30

Filed2026-07-27

HEFA

ISHARES TR

1602.33%

Shares965.3K

Event2026-06-30

Filed2026-07-27

XMMO

INVESCO EXCHANGE TRADED FD T

56.27%

Shares266.1K

Event2026-06-30

Filed2026-07-27

DCOR

DIMENSIONAL ETF TRUST

-17.33%

Shares544.1K

Event2026-06-30

Filed2026-07-27

SPHQ

INVESCO EXCHANGE TRADED FD T

33.78%

Shares494.2K

Event2026-06-30

Filed2026-07-27

IWY

ISHARES TR

201.11%

Shares152.8K

Event2026-06-30

Filed2026-07-27

VALQ

AMERICAN CENTY ETF TR

4.71%

Shares634.1K

Event2026-06-30

Filed2026-07-27

IVE

ISHARES TR

-37.13%

Shares190.5K

Event2026-06-30

Filed2026-07-27

COWZ

PACER FDS TR

25.79%

Shares687.7K

Event2026-06-30

Filed2026-07-27

FFLC

FIDELITY COVINGTON TRUST

6252.02%

Shares724.6K

Event2026-06-30

Filed2026-07-27

CIBR

FIRST TR EXCHANGE-TRADED FD

-13.58%

Shares472.8K

Event2026-06-30

Filed2026-07-27

CROWDSTRIKE HLDGS INC

-3.96%

Shares55.4K

Event2026-06-30

Filed2026-07-27

DFAI

DIMENSIONAL ETF TRUST

-11.41%

Shares1.0M

Event2026-06-30

Filed2026-07-27

IEMG

ISHARES INC

-34.36%

Shares503.4K

Event2026-06-30

Filed2026-07-27

CGXU

CAPITAL GROUP INTL FOCUS EQT

-20.16%

Shares1.2M

Event2026-06-30

Filed2026-07-27

GEV

GE VERNOVA INC

-4.36%

Shares35.1K

Event2026-06-30

Filed2026-07-27

PYLD

PIMCO ETF TR

2.20%

Shares1.5M

Event2026-06-30

Filed2026-07-27

IUSG

ISHARES TR

1.72%

Shares216.6K

Event2026-06-30

Filed2026-07-27

XLG

INVESCO EXCHANGE TRADED FD T

0.97%

Shares664.3K

Event2026-06-30

Filed2026-07-27

TBLL

INVESCO EXCH TRADED FD TR II

29.95%

Shares378.1K

Event2026-06-30

Filed2026-07-27

SCHD

SCHWAB STRATEGIC TR

-12.23%

Shares1.3M

Event2026-06-30

Filed2026-07-27

ISHARES TR

-17.68%

Shares398.2K

Event2026-06-30

Filed2026-07-27

CVX

CHEVRON CORPORATION

-13.29%

Shares237.2K

Event2026-06-30

Filed2026-07-27

LRCX

LAM RESEARCH CORP

22.47%

Shares89.9K

Event2026-06-30

Filed2026-07-27

DVY

ISHARES TR

16.48%

Shares249.1K

Event2026-06-30

Filed2026-07-27

ISHARES TR

-13.86%

Shares399.2K

Event2026-06-30

Filed2026-07-27

IBM

INTERNATIONAL BUSINESS MACHS

-19.95%

Shares136.3K

Event2026-06-30

Filed2026-07-27

SPTI

SPDR SERIES TRUST

11.01%

Shares1.3M

Event2026-06-30

Filed2026-07-27

HDV

ISHARES TR

429.59%

Shares1.4M

Event2026-06-30

Filed2026-07-27

LVHI

LEGG MASON ETF INVT

-6.93%

Shares907.7K

Event2026-06-30

Filed2026-07-27

SPYI

NEOS ETF TRUST

14.24%

Shares685.6K

Event2026-06-30

Filed2026-07-27

XLV

SELECT SECTOR SPDR TR

-17.92%

Shares228.8K

Event2026-06-30

Filed2026-07-27

SPGM

SPDR INDEX SHS FDS

64.01%

Shares423.5K

Event2026-06-30

Filed2026-07-27

WTV

WISDOMTREE TR

140.31%

Shares355.6K

Event2026-06-30

Filed2026-07-27

TCAF

T ROWE PRICE EXCHANGE-TRADED

-2.43%

Shares877.3K

Event2026-06-30

Filed2026-07-27

SPLV

INVESCO EXCH TRADED FD TR II

30.14%

Shares480.3K

Event2026-06-30

Filed2026-07-27

VEA

VANGUARD TAX-MANAGED FDS

-63.26%

Shares495.8K

Event2026-06-30

Filed2026-07-27

SGOV

ISHARES TR

-38.04%

Shares348.8K

Event2026-06-30

Filed2026-07-27

APPLIED MATLS INC

-0.65%

Shares48.1K

Event2026-06-30

Filed2026-07-27

MDYG

SPDR SERIES TRUST

-27.30%

Shares309.4K

Event2026-06-30

Filed2026-07-27

CGBL

CAPITAL GROUP CORE BALANCED

53.27%

Shares905.9K

Event2026-06-30

Filed2026-07-27

MRK

MERCK & CO INC

-2.48%

Shares266.6K

Event2026-06-30

Filed2026-07-27

CGGO

CAPITAL GROUP GBL GROWTH EQT

6.90%

Shares796.6K

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO

-37.49%

Shares228.2K

Event2026-06-30

Filed2026-07-27

XLF

SELECT SECTOR SPDR TR

-17.55%

Shares618.5K

Event2026-06-30

Filed2026-07-27

IWB

ISHARES TR

112.66%

Shares80.4K

Event2026-06-30

Filed2026-07-27

HOME DEPOT INC

-17.12%

Shares93.0K

Event2026-06-30

Filed2026-07-27

FDVV

FIDELITY COVINGTON TRUST

-7.31%

Shares537.2K

Event2026-06-30

Filed2026-07-27

CISCO SYS INC

-25.13%

Shares273.4K

Event2026-06-30

Filed2026-07-27

VGIT

VANGUARD SCOTTSDALE FDS

-22.38%

Shares544.2K

Event2026-06-30

Filed2026-07-27

DLN

WISDOMTREE TR

16.32%

Shares332.7K

Event2026-06-30

Filed2026-07-27

DIVO

AMPLIFY ETF TR

5.98%

Shares699.6K

Event2026-06-30

Filed2026-07-27

SPAB

SPDR SERIES TRUST

6.50%

Shares1.3M

Event2026-06-30

Filed2026-07-27

INTC

INTEL CORP

-14.03%

Shares228.4K

Event2026-06-30

Filed2026-07-27

XSMO

INVESCO EXCHANGE TRADED FD T

247.76%

Shares333.6K

Event2026-06-30

Filed2026-07-27

COCA COLA CO

-1.27%

Shares373.6K

Event2026-06-30

Filed2026-07-27

SHY

ISHARES TR

-17.75%

Shares369.2K

Event2026-06-30

Filed2026-07-27

EQWL

INVESCO EXCHANGE TRADED FD T

-10.76%

Shares232.2K

Event2026-06-30

Filed2026-07-27

AIRR

FIRST TR EXCHANGE TRADED FD

-11.09%

Shares223.2K

Event2026-06-30

Filed2026-07-27

USTB

VICTORY PORTFOLIOS II

26.45%

Shares587.3K

Event2026-06-30

Filed2026-07-27

BAC

BANK OF AMER CORP

2.71%

Shares521.6K

Event2026-06-30

Filed2026-07-27

XLE

SELECT SECTOR SPDR TR

-45.83%

Shares553.5K

Event2026-06-30

Filed2026-07-27

PULS

PGIM ETF TR

-37.02%

Shares592.4K

Event2026-06-30

Filed2026-07-27

TMFC

RBB FD INC

1.66%

Shares378.3K

Event2026-06-30

Filed2026-07-27

DEERE & CO

-5.98%

Shares45.2K

Event2026-06-30

Filed2026-07-27

BOND

PIMCO ETF TR

14.91%

Shares310.2K

Event2026-06-30

Filed2026-07-27

DFAX

DIMENSIONAL ETF TRUST

-33.08%

Shares771.7K

Event2026-06-30

Filed2026-07-27

LMBS

FIRST TR EXCHANGE-TRADED FD

-2.60%

Shares569.2K

Event2026-06-30

Filed2026-07-27

TMB

THORNBURG ETF TR

New

Shares1.1M

Event2026-06-30

Filed2026-07-27

MTUM

ISHARES TR

5.96%

Shares82.5K

Event2026-06-30

Filed2026-07-27

XLC

SELECT SECTOR SPDR TR

-20.99%

Shares262.1K

Event2026-06-30

Filed2026-07-27

HELO

J P MORGAN EXCHANGE TRADED F

56.93%

Shares414.3K

Event2026-06-30

Filed2026-07-27

NETFLIX INC.

-4.56%

Shares390.8K

Event2026-06-30

Filed2026-07-27

HGER

HARBOR ETF TRUST

-18.63%

Shares938.7K

Event2026-06-30

Filed2026-07-27

PVAL

PUTNAM ETF TRUST

1246.16%

Shares533.7K

Event2026-06-30

Filed2026-07-27

GE AEROSPACE

-33.07%

Shares71.9K

Event2026-06-30

Filed2026-07-27

QVML

INVESCO EXCH TRADED FD TR II

-0.26%

Shares608.5K

Event2026-06-30

Filed2026-07-27

BAI

BLACKROCK ETF TRUST

16.70%

Shares508.0K

Event2026-06-30

Filed2026-07-27

IUSV

ISHARES TR

10.69%

Shares243.0K

Event2026-06-30

Filed2026-07-27

MOAT

VANECK ETF TRUST

-32.65%

Shares255.3K

Event2026-06-30

Filed2026-07-27

RTX CORPORATION

-18.56%

Shares139.6K

Event2026-06-30

Filed2026-07-27

PANW

PALO ALTO NETWORKS INC

-24.66%

Shares77.3K

Event2026-06-30

Filed2026-07-27

SDY

SPDR SERIES TRUST

52.43%

Shares173.0K

Event2026-06-30

Filed2026-07-27

TMSL

T ROWE PRICE EXCHANGE-TRADED

12.26%

Shares584.8K

Event2026-06-30

Filed2026-07-27

GOLDMAN SACHS GROUP INC

-5.78%

Shares24.8K

Event2026-06-30

Filed2026-07-27

CWI

SPDR INDEX SHS FDS

3.37%

Shares616.5K

Event2026-06-30

Filed2026-07-27

CGDG

CAPITAL GROUP DIVIDEND GROWE

-19.17%

Shares668.1K

Event2026-06-30

Filed2026-07-27

DNL

WISDOMTREE TR

7.91%

Shares541.9K

Event2026-06-30

Filed2026-07-27

FTSM

FIRST TR EXCHANGE-TRADED FD

59.34%

Shares417.5K

Event2026-06-30

Filed2026-07-27

KSPY

KRANESHARES TRUST

107.99%

Shares850.9K

Event2026-06-30

Filed2026-07-27

AVDE

AMERICAN CENTY ETF TR

-14.12%

Shares278.6K

Event2026-06-30

Filed2026-07-27

BINC

BLACKROCK ETF TRUST II

-7.92%

Shares474.2K

Event2026-06-30

Filed2026-07-27

XMHQ

INVESCO EXCHANGE TRADED FD T

-10.84%

Shares219.8K

Event2026-06-30

Filed2026-07-27

SMLF

ISHARES TR

1.00%

Shares277.5K

Event2026-06-30

Filed2026-07-27

BOEING CO

12.94%

Shares112.7K

Event2026-06-30

Filed2026-07-27

BLACKSTONE INC

-17.47%

Shares201.7K

Event2026-06-30

Filed2026-07-27

FTCB

FIRST TR EXCHANGE-TRADED FD

6.88%

Shares1.1M

Event2026-06-30

Filed2026-07-27

IYW

ISHARES TR

-47.22%

Shares93.1K

Event2026-06-30

Filed2026-07-27

VERIZON COMMUNICATIONS INC

1.14%

Shares553.5K

Event2026-06-30

Filed2026-07-27

HEQT

SIMPLIFY EXCHANGE TRADED FUN

29.96%

Shares698.2K

Event2026-06-30

Filed2026-07-27

UBER

UBER TECHNOLOGIES INC

-7.45%

Shares319.6K

Event2026-06-30

Filed2026-07-27

EFA

ISHARES TR

4.13%

Shares220.5K

Event2026-06-30

Filed2026-07-27

SLV

ISHARES SILVER TR

-23.98%

Shares426.6K

Event2026-06-30

Filed2026-07-27

MRVL

MARVELL TECHNOLOGY INC

-42.84%

Shares75.9K

Event2026-06-30

Filed2026-07-27

GOVI

INVESCO EXCH TRADED FD TR II

190.48%

Shares824.4K

Event2026-06-30

Filed2026-07-27

SOXX

ISHARES TR

-11.13%

Shares34.9K

Event2026-06-30

Filed2026-07-27

UNITEDHEALTH GROUP INC

-19.42%

Shares53.4K

Event2026-06-30

Filed2026-07-27

QEFA

SPDR INDEX SHS FDS

8.35%

Shares229.4K

Event2026-06-30

Filed2026-07-27

GRID

FIRST TR EXCHANGE-TRADED FD

-2.98%

Shares114.7K

Event2026-06-30

Filed2026-07-27

TDI

TOUCHSTONE ETF TRUST

1819.82%

Shares484.6K

Event2026-06-30

Filed2026-07-27

NEXTERA ENERGY INC

-6.94%

Shares247.3K

Event2026-06-30

Filed2026-07-27

SCHG

SCHWAB STRATEGIC TR

-29.96%

Shares639.8K

Event2026-06-30

Filed2026-07-27

SPHD

INVESCO EXCH TRADED FD TR II

17.12%

Shares424.9K

Event2026-06-30

Filed2026-07-27

QCOM

QUALCOMM INC

-21.94%

Shares116.8K

Event2026-06-30

Filed2026-07-27

DEM

WISDOMTREE TR

2192.17%

Shares399.3K

Event2026-06-30

Filed2026-07-27

CGCP

CAPITAL GRP FIXED INCM ETF T

60.77%

Shares949.3K

Event2026-06-30

Filed2026-07-27

VXF

VANGUARD INDEX FDS

-6.62%

Shares85.7K

Event2026-06-30

Filed2026-07-27

ARK ETF TR

5.20%

Shares260.9K

Event2026-06-30

Filed2026-07-27

VRT

VERTIV HOLDINGS CO

-34.06%

Shares62.8K

Event2026-06-30

Filed2026-07-27

IXUS

ISHARES TR

-1.42%

Shares220.0K

Event2026-06-30

Filed2026-07-27

AVLV

AMERICAN CENTY ETF TR

45.91%

Shares230.0K

Event2026-06-30

Filed2026-07-27

DUHP

DIMENSIONAL ETF TRUST

155.89%

Shares500.2K

Event2026-06-30

Filed2026-07-27

PWB

INVESCO EXCHANGE TRADED FD T

21.34%

Shares123.7K

Event2026-06-30

Filed2026-07-27

MCD

MCDONALDS CORP

-19.07%

Shares75.9K

Event2026-06-30

Filed2026-07-27

ICLO

INVESCO ACTIVELY MANAGED EXC

123.08%

Shares798.3K

Event2026-06-30

Filed2026-07-27

ORACLE CORP

4.66%

Shares138.9K

Event2026-06-30

Filed2026-07-27

THRO

BLACKROCK ETF TRUST

-7.33%

Shares469.9K

Event2026-06-30

Filed2026-07-27

AUSF

GLOBAL X FDS

-1.03%

Shares413.4K

Event2026-06-30

Filed2026-07-27

BND

VANGUARD BD INDEX FDS

-41.16%

Shares274.9K

Event2026-06-30

Filed2026-07-27

AMGN

AMGEN INC

0.19%

Shares55.3K

Event2026-06-30

Filed2026-07-27

XLSR

SSGA ACTIVE TR

243.13%

Shares307.8K

Event2026-06-30

Filed2026-07-27

CGMU

CAPITAL GRP FIXED INCM ETF T

-20.48%

Shares722.5K

Event2026-06-30

Filed2026-07-27

SLYG

SPDR SERIES TRUST

3.52%

Shares164.2K

Event2026-06-30

Filed2026-07-27

EMEQ

NOMURA ETF TR

28.62%

Shares267.1K

Event2026-06-30

Filed2026-07-27

JMST

J P MORGAN EXCHANGE TRADED F

60.65%

Shares381.5K

Event2026-06-30

Filed2026-07-27

ITA

ISHARES TR

37.65%

Shares79.3K

Event2026-06-30

Filed2026-07-27

WASTE MGMT INC DEL

-11.82%

Shares86.2K

Event2026-06-30

Filed2026-07-27

XLP

SELECT SECTOR SPDR TR

31.65%

Shares230.3K

Event2026-06-30

Filed2026-07-27

BUFQ

FIRST TR EXCHNG TRADED FD VI

133.34%

Shares485.4K

Event2026-06-30

Filed2026-07-27

ETN

EATON CORP PLC

-12.07%

Shares44.5K

Event2026-06-30

Filed2026-07-27

IWR

ISHARES TR

4.41%

Shares171.8K

Event2026-06-30

Filed2026-07-27

PAVE

GLOBAL X FDS

-15.68%

Shares320.4K

Event2026-06-30

Filed2026-07-27

FIRST TR EXCHANGE TRADED FD

-28.20%

Shares248.7K

Event2026-06-30

Filed2026-07-27

IWX

ISHARES TR

-1.77%

Shares179.3K

Event2026-06-30

Filed2026-07-27

CITIGROUP INC

-3.60%

Shares134.6K

Event2026-06-30

Filed2026-07-27

QQQI

NEOS ETF TRUST

58.39%

Shares329.0K

Event2026-06-30

Filed2026-07-27

OMFL

INVESCO EXCH TRD SLF IDX FD

4.20%

Shares271.3K

Event2026-06-30

Filed2026-07-27

SPTS

SPDR SERIES TRUST

-11.07%

Shares633.6K

Event2026-06-30

Filed2026-07-27

FWD

AB ACTIVE ETFS INC

234.16%

Shares123.4K

Event2026-06-30

Filed2026-07-27

FEX

FIRST TR EXCHANGE-TRADED ALP

39.83%

Shares130.5K

Event2026-06-30

Filed2026-07-27

MASTERCARD INCORPORATED

-18.20%

Shares35.1K

Event2026-06-30

Filed2026-07-27

WCMI

FIRST TR EXCHANGE-TRADED FD

1325.83%

Shares921.7K

Event2026-06-30

Filed2026-07-27

QGRO

AMERICAN CENTY ETF TR

-15.19%

Shares152.6K

Event2026-06-30

Filed2026-07-27

XNTK

SPDR SERIES TRUST

20.19%

Shares46.0K

Event2026-06-30

Filed2026-07-27

RPG

INVESCO EXCHANGE TRADED FD T

34.04%

Shares281.1K

Event2026-06-30

Filed2026-07-27

PFE

PFIZER INC

-5.71%

Shares744.0K

Event2026-06-30

Filed2026-07-27

FENI

FIDELITY COVINGTON TRUST

-1.20%

Shares445.6K

Event2026-06-30

Filed2026-07-27

RODM

LATTICE STRATEGIES TR

-20.06%

Shares439.2K

Event2026-06-30

Filed2026-07-27

TLT

ISHARES TR

20.42%

Shares204.1K

Event2026-06-30

Filed2026-07-27

PHYS

SPROTT ASSET MANAGEMENT LP

-8.58%

Shares583.8K

Event2026-06-30

Filed2026-07-27

CGCB

CAPITAL GRP FIXED INCM ETF T

11.60%

Shares666.9K

Event2026-06-30

Filed2026-07-27

IWP

ISHARES TR

-4.11%

Shares118.8K

Event2026-06-30

Filed2026-07-27

VBK

VANGUARD INDEX FDS

-49.28%

Shares47.4K

Event2026-06-30

Filed2026-07-27

IAU

ISHARES GOLD TR

-0.92%

Shares228.9K

Event2026-06-30

Filed2026-07-27

IDMO

INVESCO EXCH TRADED FD TR II

-8.33%

Shares285.3K

Event2026-06-30

Filed2026-07-27

ASML

ASML HLDG NV

-7.25%

Shares8.6K

Event2026-06-30

Filed2026-07-27

UCON

FIRST TR EXCHNG TRADED FD VI

29.14%

Shares679.7K

Event2026-06-30

Filed2026-07-27

TGRT

T ROWE PRICE EXCHANGE-TRADED

5.44%

Shares369.5K

Event2026-06-30

Filed2026-07-27

PEP

PEPSICO INC

-25.44%

Shares124.3K

Event2026-06-30

Filed2026-07-27

MFSV

MFS ACTIVE EXCHANGE TRADED F

-28.26%

Shares588.6K

Event2026-06-30

Filed2026-07-27

DTCR

GLOBAL X FDS

96.89%

Shares553.0K

Event2026-06-30

Filed2026-07-27

VWO

VANGUARD INTL EQUITY INDEX F

-63.34%

Shares279.6K

Event2026-06-30

Filed2026-07-27

JHMB

JOHN HANCOCK EXCHANGE TRADED

-27.22%

Shares758.5K

Event2026-06-30

Filed2026-07-27

MUB

ISHARES TR

-47.80%

Shares154.1K

Event2026-06-30

Filed2026-07-27

JQUA

J P MORGAN EXCHANGE TRADED F

51.57%

Shares227.6K

Event2026-06-30

Filed2026-07-27

MGV

VANGUARD WORLD FD

2.06%

Shares99.9K

Event2026-06-30

Filed2026-07-27

TJX

TJX COS INC NEW

-10.37%

Shares107.4K

Event2026-06-30

Filed2026-07-27

QTEC

FIRST TR EXCHANGE-TRADED FD

-5.39%

Shares48.0K

Event2026-06-30

Filed2026-07-27

RWR

SPDR SERIES TRUST

1.66%

Shares141.9K

Event2026-06-30

Filed2026-07-27

AXP

AMERICAN EXPRESS CO

-10.99%

Shares47.4K

Event2026-06-30

Filed2026-07-27

INEQ

COLUMBIA ETF TR I

104.61%

Shares414.7K

Event2026-06-30

Filed2026-07-27

SPMB

SPDR SERIES TRUST

29.02%

Shares713.7K

Event2026-06-30

Filed2026-07-27

LMT

LOCKHEED MARTIN CORP

-19.14%

Shares31.2K

Event2026-06-30

Filed2026-07-27

GLW

CORNING INC

-38.60%

Shares61.9K

Event2026-06-30

Filed2026-07-27

BKDV

BNY MELLON ETF TRUST II

New

Shares471.4K

Event2026-06-30

Filed2026-07-27

ESGD

ISHARES TR

-15.79%

Shares153.2K

Event2026-06-30

Filed2026-07-27

NLR

VANECK ETF TRUST

-8.63%

Shares135.0K

Event2026-06-30

Filed2026-07-27

DELL

DELL TECHNOLOGIES INC

-46.82%

Shares36.1K

Event2026-06-30

Filed2026-07-27

VOOV

VANGUARD ADMIRAL FDS INC

-20.52%

Shares70.9K

Event2026-06-30

Filed2026-07-27

IMFL

INVESCO EXCH TRD SLF IDX FD

-1.11%

Shares452.0K

Event2026-06-30

Filed2026-07-27

FLQM

FRANKLIN TEMPLETON ETF TR

-44.97%

Shares267.1K

Event2026-06-30

Filed2026-07-27

DFGX

DIMENSIONAL ETF TRUST

-10.80%

Shares287.5K

Event2026-06-30

Filed2026-07-27

VONG

VANGUARD SCOTTSDALE FDS

-52.56%

Shares120.0K

Event2026-06-30

Filed2026-07-27

VUSB

VANGUARD BD INDEX FDS

2829.47%

Shares306.9K

Event2026-06-30

Filed2026-07-27

CGMS

CAPITAL GRP FIXED INCM ETF T

-27.76%

Shares556.6K

Event2026-06-30

Filed2026-07-27

DFAE

DIMENSIONAL ETF TRUST

-24.33%

Shares377.0K

Event2026-06-30

Filed2026-07-27

ICSH

ISHARES TR

-34.99%

Shares298.3K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

14.80%

Shares43.8K

Event2026-06-30

Filed2026-07-27

ENERGY TRANSFER L P

6.03%

Shares778.3K

Event2026-06-30

Filed2026-07-27

DFIV

DIMENSIONAL ETF TRUST

162.59%

Shares274.7K

Event2026-06-30

Filed2026-07-27

PNC

PNC FINL SVCS GROUP INC

-16.59%

Shares60.1K

Event2026-06-30

Filed2026-07-27

FLMI

FRANKLIN TEMPLETON ETF TR

64.94%

Shares585.0K

Event2026-06-30

Filed2026-07-27

MORGAN STANLEY

-10.32%

Shares69.8K

Event2026-06-30

Filed2026-07-27

VOE

VANGUARD INDEX FDS

-75.06%

Shares73.8K

Event2026-06-30

Filed2026-07-27

VHT

VANGUARD WORLD FD

11.42%

Shares48.4K

Event2026-06-30

Filed2026-07-27

AVUS

AMERICAN CENTY ETF TR

101.44%

Shares112.8K

Event2026-06-30

Filed2026-07-27

XME

SPDR SERIES TRUST

34.10%

Shares135.1K

Event2026-06-30

Filed2026-07-27

DBEF

DBX ETF TR

-5.19%

Shares263.2K

Event2026-06-30

Filed2026-07-27

GOVT

ISHARES TR

-18.06%

Shares629.0K

Event2026-06-30

Filed2026-07-27

IVLU

ISHARES TR

8.70%

Shares340.5K

Event2026-06-30

Filed2026-07-27

FTLS

FIRST TR EXCH TRADED FD III

56.37%

Shares189.2K

Event2026-06-30

Filed2026-07-27

SEAGATE TECHNOLOGY HLDNGS PL

-14.34%

Shares14.5K

Event2026-06-30

Filed2026-07-27

SERVICENOW INC

56.11%

Shares140.5K

Event2026-06-30

Filed2026-07-27

VANGUARD INTL EQUITY INDEX F

-45.21%

Shares88.8K

Event2026-06-30

Filed2026-07-27

RLY

SSGA ACTIVE ETF TR

272.68%

Shares401.5K

Event2026-06-30

Filed2026-07-27

SPSB

SPDR SERIES TRUST

42.15%

Shares461.0K

Event2026-06-30

Filed2026-07-27

AGGH

SIMPLIFY EXCHANGE TRADED FUN

New

Shares683.2K

Event2026-06-30

Filed2026-07-27

CGNG

CAPITAL GROUP NEW GEOGRAPHY

10.96%

Shares364.9K

Event2026-06-30

Filed2026-07-27

HYG

ISHARES TR

-26.65%

Shares170.9K

Event2026-06-30

Filed2026-07-27

EPD

ENTERPRISE PRODS PARTNERS L

-7.88%

Shares367.6K

Event2026-06-30

Filed2026-07-27

EZM

WISDOMTREE TR

0.82%

Shares176.5K

Event2026-06-30

Filed2026-07-27

WFC

WELLS FARGO & CO

-30.36%

Shares161.2K

Event2026-06-30

Filed2026-07-27

PPA

INVESCO EXCHANGE TRADED FD T

-34.92%

Shares75.1K

Event2026-06-30

Filed2026-07-27

VCRB

VANGUARD MALVERN FDS

4.21%

Shares171.6K

Event2026-06-30

Filed2026-07-27

RWJ

INVESCO EXCH TRADED FD TR II

8.77%

Shares222.0K

Event2026-06-30

Filed2026-07-27

NOBL

PROSHARES TR

85.19%

Shares231.5K

Event2026-06-30

Filed2026-07-27

VOT

VANGUARD INDEX FDS

-78.42%

Shares42.0K

Event2026-06-30

Filed2026-07-27

FTA

FIRST TR EXCHANGE-TRADED ALP

-7.84%

Shares132.9K

Event2026-06-30

Filed2026-07-27

WINN

HARBOR ETF TRUST

-3.19%

Shares395.7K

Event2026-06-30

Filed2026-07-27

DIS

DISNEY WALT CO

-17.05%

Shares132.9K

Event2026-06-30

Filed2026-07-27

BRK.A

BERKSHIRE HATHAWAY INC DEL

-10.53%

Shares17

Event2026-06-30

Filed2026-07-27

XCEM

COLUMBIA ETF TR II

29.53%

Shares239.4K

Event2026-06-30

Filed2026-07-27

CGIC

CAPITAL GROUP INTERNATIONAL

-29.68%

Shares344.9K

Event2026-06-30

Filed2026-07-27

CGIE

CAPITAL GROUP INTERNATIONAL

-35.12%

Shares339.2K

Event2026-06-30

Filed2026-07-27

KORP

AMERICAN CENTY ETF TR

1.46%

Shares266.1K

Event2026-06-30

Filed2026-07-27

VBR

VANGUARD INDEX FDS

-49.76%

Shares51.1K

Event2026-06-30

Filed2026-07-27

VTEB

VANGUARD MUN BD FDS

12.50%

Shares244.0K

Event2026-06-30

Filed2026-07-27

KLAC

KLA CORP

1171.06%

Shares40.8K

Event2026-06-30

Filed2026-07-27

DSI

ISHARES TR

-4.73%

Shares85.8K

Event2026-06-30

Filed2026-07-27

TAXF

AMERICAN CENTY ETF TR

24.32%

Shares239.5K

Event2026-06-30

Filed2026-07-27

IEI

ISHARES TR

9.15%

Shares103.6K

Event2026-06-30

Filed2026-07-27

TXN

TEXAS INSTRS INC

-43.71%

Shares40.7K

Event2026-06-30

Filed2026-07-27

IYG

ISHARES TR

-36.31%

Shares133.1K

Event2026-06-30

Filed2026-07-27

PDI

PIMCO DYNAMIC INCOME FD

-18.58%

Shares713.4K

Event2026-06-30

Filed2026-07-27

MFSB

MFS ACTIVE EXCHANGE TRADED F

1264.63%

Shares476.9K

Event2026-06-30

Filed2026-07-27

VANECK ETF TRUST

-30.81%

Shares156.3K

Event2026-06-30

Filed2026-07-27

HOLA

J P MORGAN EXCHANGE TRADED F

New

Shares212.7K

Event2026-06-30

Filed2026-07-27

IAUI

NEOS ETF TRUST

2.24%

Shares242.8K

Event2026-06-30

Filed2026-07-27

PTLC

PACER FDS TR

6.51%

Shares200.4K

Event2026-06-30

Filed2026-07-27

QDPL

PACER FDS TR

381.57%

Shares258.9K

Event2026-06-30

Filed2026-07-27

IJK

ISHARES TR

-1.08%

Shares98.8K

Event2026-06-30

Filed2026-07-27

REGN

REGENERON PHARMACEUTICALS

7.17%

Shares18.6K

Event2026-06-30

Filed2026-07-27

INFL

LISTED FDS TR

540.99%

Shares229.6K

Event2026-06-30

Filed2026-07-27

CPAI

NORTHERN LTS FD TR III

New

Shares218.8K

Event2026-06-30

Filed2026-07-27

IGM

ISHARES TR

32.82%

Shares69.5K

Event2026-06-30

Filed2026-07-27

ARTY

ISHARES TR

266.28%

Shares148.9K

Event2026-06-30

Filed2026-07-27

JSML

JANUS DETROIT STR TR

0.55%

Shares120.9K

Event2026-06-30

Filed2026-07-27

ISRG

INTUITIVE SURGICAL INC

18.61%

Shares28.2K

Event2026-06-30

Filed2026-07-27

BMY

BRISTOL-MYERS SQUIBB CO

-27.66%

Shares194.2K

Event2026-06-30

Filed2026-07-27

APPLOVIN CORP

63.07%

Shares21.6K

Event2026-06-30

Filed2026-07-27

ALTRIA GROUP INC

-21.64%

Shares154.1K

Event2026-06-30

Filed2026-07-27

FMDE

FIDELITY COVINGTON TRUST

-25.31%

Shares272.9K

Event2026-06-30

Filed2026-07-27

BSV

VANGUARD BD INDEX FDS

-50.53%

Shares141.8K

Event2026-06-30

Filed2026-07-27

PREF

PRINCIPAL EXCHANGE TRADED FD

236.38%

Shares575.7K

Event2026-06-30

Filed2026-07-27

HOOD

ROBINHOOD MKTS INC

33.34%

Shares109.3K

Event2026-06-30

Filed2026-07-27

PHILIP MORRIS INTL INC

-32.60%

Shares60.3K

Event2026-06-30

Filed2026-07-27

FIX

COMFORT SYS USA INC

-12.18%

Shares5.5K

Event2026-06-30

Filed2026-07-27

VYMI

VANGUARD WHITEHALL FDS

-8.79%

Shares110.1K

Event2026-06-30

Filed2026-07-27

SFLR

INNOVATOR ETFS TRUST

28.48%

Shares280.1K

Event2026-06-30

Filed2026-07-27

RDVI

FIRST TR EXCHANGE-TRADED FD

42.29%

Shares366.4K

Event2026-06-30

Filed2026-07-27

MBB

ISHARES TR

-50.62%

Shares113.9K

Event2026-06-30

Filed2026-07-27

UPS

UNITED PARCEL SVCS INC

-27.13%

Shares99.3K

Event2026-06-30

Filed2026-07-27

PAAA

PGIM ETF TR

32.15%

Shares207.4K

Event2026-06-30

Filed2026-07-27

MAR

MARRIOTT INTL INC NEW

-28.72%

Shares28.7K

Event2026-06-30

Filed2026-07-27

SPTL

SPDR SERIES TRUST

-40.27%

Shares405.1K

Event2026-06-30

Filed2026-07-27

MDYV

SPDR SERIES TRUST

19.43%

Shares111.7K

Event2026-06-30

Filed2026-07-27

IGV

ISHARES TR

11.34%

Shares116.7K

Event2026-06-30

Filed2026-07-27

EVTR

MORGAN STANLEY ETF TRUST

55.59%

Shares208.0K

Event2026-06-30

Filed2026-07-27

PGX

INVESCO EXCH TRADED FD TR II

0.73%

Shares961.7K

Event2026-06-30

Filed2026-07-27

IEF

ISHARES TR

-3.35%

Shares110.2K

Event2026-06-30

Filed2026-07-27

ACWI

ISHARES TR

-14.19%

Shares66.4K

Event2026-06-30

Filed2026-07-27

FELG

FIDELITY COVINGTON TRUST

7.18%

Shares236.9K

Event2026-06-30

Filed2026-07-27

VDC

VANGUARD WORLD FD

-8.85%

Shares45.6K

Event2026-06-30

Filed2026-07-27

EMXC

ISHARES INC

-48.77%

Shares100.5K

Event2026-06-30

Filed2026-07-27

ILCG

ISHARES TR

194.82%

Shares87.6K

Event2026-06-30

Filed2026-07-27

AIQ

GLOBAL X FDS

-30.50%

Shares156.3K

Event2026-06-30

Filed2026-07-27

YEAR

AB ACTIVE ETFS INC

-34.46%

Shares203.4K

Event2026-06-30

Filed2026-07-27

AT&T INC

-18.70%

Shares490.5K

Event2026-06-30

Filed2026-07-27

GSY

INVESCO ACTIVELY MANAGED EXC

-29.80%

Shares200.9K

Event2026-06-30

Filed2026-07-27

BBUS

J P MORGAN EXCHANGE TRADED F

-26.55%

Shares74.4K

Event2026-06-30

Filed2026-07-27

LOW

LOWES COS INC

-35.63%

Shares45.1K

Event2026-06-30

Filed2026-07-27

RDDT

REDDIT INC

149.12%

Shares57.1K

Event2026-06-30

Filed2026-07-27

TIP

ISHARES TR

1.19%

Shares90.1K

Event2026-06-30

Filed2026-07-27

ARK ETF TR

6.29%

Shares74.5K

Event2026-06-30

Filed2026-07-27

BLACKROCK ETF TRUST

2945.49%

Shares347.5K

Event2026-06-30

Filed2026-07-27

BKGI

BNY MELLON ETF TRUST

12.83%

Shares215.4K

Event2026-06-30

Filed2026-07-27

GTIP

GOLDMAN SACHS ETF TR

-12.70%

Shares197.0K

Event2026-06-30

Filed2026-07-27

SNDK

SANDISK CORP

12.89%

Shares4.2K

Event2026-06-30

Filed2026-07-27

OEF

ISHARES TR

-18.01%

Shares26.3K

Event2026-06-30

Filed2026-07-27

JMEE

J P MORGAN EXCHANGE TRADED F

14.49%

Shares123.1K

Event2026-06-30

Filed2026-07-27

CEF

SPROTT ASSET MANAGEMENT LP

-11.61%

Shares238.6K

Event2026-06-30

Filed2026-07-27

HTRB

HARTFORD FDS EXCHANGE TRADED

3.29%

Shares283.3K

Event2026-06-30

Filed2026-07-27

DUK

DUKE ENERGY CORP NEW

-14.54%

Shares75.3K

Event2026-06-30

Filed2026-07-27

XLY

SELECT SECTOR SPDR TR

-15.52%

Shares81.1K

Event2026-06-30

Filed2026-07-27

JPLD

J P MORGAN EXCHANGE TRADED F

2.05%

Shares181.9K

Event2026-06-30

Filed2026-07-27

IRM

IRON MTN INC DEL

-11.94%

Shares75.1K

Event2026-06-30

Filed2026-07-27

BKCH

GLOBAL X FDS

-14.63%

Shares126.6K

Event2026-06-30

Filed2026-07-27

TFLO

ISHARES TR

-22.20%

Shares185.6K

Event2026-06-30

Filed2026-07-27

VPU

VANGUARD WORLD FD

-6.88%

Shares47.9K

Event2026-06-30

Filed2026-07-27

EMLP

FIRST TR EXCHANGE-TRADED FD

0.03%

Shares215.2K

Event2026-06-30

Filed2026-07-27

HCRB

HARTFORD FDS EXCHANGE TRADED

895.83%

Shares267.4K

Event2026-06-30

Filed2026-07-27

DAPP

VANECK ETF TRUST

-14.75%

Shares482.5K

Event2026-06-30

Filed2026-07-27

IJS

ISHARES TR

137.40%

Shares68.0K

Event2026-06-30

Filed2026-07-27

NEAR

ISHARES U S ETF TR

-31.22%

Shares182.9K

Event2026-06-30

Filed2026-07-27

ANET

ARISTA NETWORKS INC

-11.63%

Shares54.4K

Event2026-06-30

Filed2026-07-27

MEDTRONIC PLC

-24.01%

Shares118.2K

Event2026-06-30

Filed2026-07-27

EMR

EMERSON ELEC CO

-7.60%

Shares64.0K

Event2026-06-30

Filed2026-07-27

IXN

ISHARES TR

-2.32%

Shares63.1K

Event2026-06-30

Filed2026-07-27

JMUB

J P MORGAN EXCHANGE TRADED F

-13.38%

Shares179.8K

Event2026-06-30

Filed2026-07-27

SHOP

SHOPIFY INC

74.81%

Shares79.5K

Event2026-06-30

Filed2026-07-27

EEM

ISHARES TR

-48.96%

Shares132.4K

Event2026-06-30

Filed2026-07-27

AEP

AMERICAN ELEC PWR CO INC

6.38%

Shares65.8K

Event2026-06-30

Filed2026-07-27

FLRN

SPDR SERIES TRUST

4.48%

Shares291.7K

Event2026-06-30

Filed2026-07-27

BUFD

FIRST TR EXCHNG TRADED FD VI

65.54%

Shares299.9K

Event2026-06-30

Filed2026-07-27

VLO

VALERO ENERGY CORP

-29.25%

Shares34.2K

Event2026-06-30

Filed2026-07-27

KNG

FIRST TR EXCHANGE-TRADED FD

9.39%

Shares175.7K

Event2026-06-30

Filed2026-07-27

PSI

INVESCO EXCHANGE TRADED FD T

-13.32%

Shares47.2K

Event2026-06-30

Filed2026-07-27

GLTR

ABRDN PRECIOUS METALS BASKET

5.67%

Shares48.9K

Event2026-06-30

Filed2026-07-27

GMUB

GOLDMAN SACHS ETF TR

New

Shares171.8K

Event2026-06-30

Filed2026-07-27

ABT

ABBOTT LABORATORIES

-20.55%

Shares97.2K

Event2026-06-30

Filed2026-07-27

SCHM

SCHWAB STRATEGIC TR

-20.92%

Shares239.0K

Event2026-06-30

Filed2026-07-27

CEG

CONSTELLATION ENERGY CORP

-10.23%

Shares35.4K

Event2026-06-30

Filed2026-07-27

BLK

BLACKROCK INC

-31.55%

Shares9.1K

Event2026-06-30

Filed2026-07-27

SLYV

SPDR SERIES TRUST

-49.66%

Shares80.1K

Event2026-06-30

Filed2026-07-27

MGK

VANGUARD WORLD FD

328.25%

Shares98.4K

Event2026-06-30

Filed2026-07-27

UNP

UNION PAC CORP

-30.92%

Shares31.6K

Event2026-06-30

Filed2026-07-27

DUOL

DUOLINGO INC

19.12%

Shares74.7K

Event2026-06-30

Filed2026-07-27

SBUX

STARBUCKS CORP

-23.29%

Shares83.2K

Event2026-06-30

Filed2026-07-27

AFMC

FIRST TR EXCHNG TRADED FD VI

27.65%

Shares207.2K

Event2026-06-30

Filed2026-07-27

MAIN

MAIN STR CAP CORP

-4.61%

Shares162.5K

Event2026-06-30

Filed2026-07-27

VNQ

VANGUARD INDEX FDS

-29.75%

Shares87.3K

Event2026-06-30

Filed2026-07-27

CGGE

CAPITAL GROUP GLOBAL EQUITY

32.69%

Shares238.3K

Event2026-06-30

Filed2026-07-27

SCHO

SCHWAB STRATEGIC TR

15.88%

Shares345.8K

Event2026-06-30

Filed2026-07-27

LIN

LINDE PLC

-22.30%

Shares16.0K

Event2026-06-30

Filed2026-07-27

XSVM

INVESCO EXCHANGE TRADED FD T

6.36%

Shares119.1K

Event2026-06-30

Filed2026-07-27

SOUTHERN CO

-13.93%

Shares86.6K

Event2026-06-30

Filed2026-07-27

SPIP

SPDR SERIES TRUST

8.10%

Shares322.2K

Event2026-06-30

Filed2026-07-27

CALF

PACER FDS TR

57.97%

Shares163.1K

Event2026-06-30

Filed2026-07-27

XAR

SPDR SERIES TRUST

7.09%

Shares29.0K

Event2026-06-30

Filed2026-07-27

IMCG

ISHARES TR

15.86%

Shares83.5K

Event2026-06-30

Filed2026-07-27

DBMF

LITMAN GREGORY FDS TR

5.83%

Shares268.0K

Event2026-06-30

Filed2026-07-27

HONEYWELL INTL INC

New

Shares36.5K

Event2026-06-30

Filed2026-07-27

SKYY

FIRST TR EXCHANGE-TRADED FD

-23.71%

Shares60.7K

Event2026-06-30

Filed2026-07-27

GPIX

GOLDMAN SACHS ETF TR

70.20%

Shares146.2K

Event2026-06-30

Filed2026-07-27

ALPS ETF TR

-27.85%

Shares156.0K

Event2026-06-30

Filed2026-07-27

WMB

WILLIAMS COS INC

-20.84%

Shares108.6K

Event2026-06-30

Filed2026-07-27

BIV

VANGUARD BD INDEX FDS

-86.35%

Shares105.2K

Event2026-06-30

Filed2026-07-27

DTH

WISDOMTREE TR

New

Shares148.9K

Event2026-06-30

Filed2026-07-27

FTSL

FIRST TR EXCHANGE-TRADED FD

-33.71%

Shares179.0K

Event2026-06-30

Filed2026-07-27

MDB

MONGODB INC

542.40%

Shares23.7K

Event2026-06-30

Filed2026-07-27

HONEYWELL AEROSPACE INC

New

Shares35.9K

Event2026-06-30

Filed2026-07-27

MPC

MARATHON PETE CORP

-3.15%

Shares31.0K

Event2026-06-30

Filed2026-07-27

BSCQ

INVESCO EXCH TRD SLF IDX FD

-2.92%

Shares405.4K

Event2026-06-30

Filed2026-07-27

VFMO

VANGUARD WELLINGTON FD

4.85%

Shares31.6K

Event2026-06-30

Filed2026-07-27

LPLA

LPL FINL HLDGS INC

-0.68%

Shares28.0K

Event2026-06-30

Filed2026-07-27

MGC

VANGUARD WORLD FD

45.64%

Shares28.6K

Event2026-06-30

Filed2026-07-27

NULG

NUSHARES ETF TR

31.44%

Shares66.8K

Event2026-06-30

Filed2026-07-27

PFF

ISHARES TR

7.46%

Shares254.2K

Event2026-06-30

Filed2026-07-27

LVHD

LEGG MASON ETF INVT

9.19%

Shares175.8K

Event2026-06-30

Filed2026-07-27

APH

AMPHENOL CORP

-5.70%

Shares43.5K

Event2026-06-30

Filed2026-07-27

VCSH

VANGUARD SCOTTSDALE FDS

-49.86%

Shares97.0K

Event2026-06-30

Filed2026-07-27

RECS

COLUMBIA ETF TR I

-0.02%

Shares176.4K

Event2026-06-30

Filed2026-07-27

TUSI

TOUCHSTONE ETF TRUST

0.49%

Shares298.3K

Event2026-06-30

Filed2026-07-27

TENB

TENABLE HLDGS INC

New

Shares202.5K

Event2026-06-30

Filed2026-07-27

GENERAL DYNAMICS CORP

-21.89%

Shares21.0K

Event2026-06-30

Filed2026-07-27

SPGP

INVESCO EXCHANGE TRADED FD T

1.12%

Shares60.7K

Event2026-06-30

Filed2026-07-27

COP

CONOCOPHILLIPS

-10.51%

Shares70.8K

Event2026-06-30

Filed2026-07-27

BSCS

INVESCO EXCH TRD SLF IDX FD

10.01%

Shares359.1K

Event2026-06-30

Filed2026-07-27

EFIV

SPDR SERIES TRUST

-19.98%

Shares99.0K

Event2026-06-30

Filed2026-07-27

PINK

SIMPLIFY EXCHANGE TRADED FUN

New

Shares184.3K

Event2026-06-30

Filed2026-07-27

AGIX

KRANESHARES TRUST

963.99%

Shares153.7K

Event2026-06-30

Filed2026-07-27

CGSD

CAPITAL GRP FIXED INCM ETF T

-46.35%

Shares279.4K

Event2026-06-30

Filed2026-07-27

FDV

FEDERATED HERMES ETF TRUST

5.74%

Shares228.7K

Event2026-06-30

Filed2026-07-27

PARKER-HANNIFIN CORP

-2.24%

Shares7.3K

Event2026-06-30

Filed2026-07-27

DHS

WISDOMTREE TR

29.53%

Shares62.7K

Event2026-06-30

Filed2026-07-27

FCNCA

FIRST CTZNS BANCSHARES INC D

-3.09%

Shares3.4K

Event2026-06-30

Filed2026-07-27

BSCR

INVESCO EXCH TRD SLF IDX FD

6.28%

Shares361.3K

Event2026-06-30

Filed2026-07-27

PWV

INVESCO EXCHANGE TRADED FD T

-1.72%

Shares93.3K

Event2026-06-30

Filed2026-07-27

EVSD

MORGAN STANLEY ETF TRUST

12.00%

Shares137.8K

Event2026-06-30

Filed2026-07-27

VRP

INVESCO EXCH TRADED FD TR II

59.90%

Shares287.5K

Event2026-06-30

Filed2026-07-27

JCPB

J P MORGAN EXCHANGE TRADED F

1248.42%

Shares148.2K

Event2026-06-30

Filed2026-07-27

JMBS

JANUS DETROIT STR TR

452.11%

Shares153.7K

Event2026-06-30

Filed2026-07-27

ADI

ANALOG DEVICES INC

-24.26%

Shares17.4K

Event2026-06-30

Filed2026-07-27

GBIL

GOLDMAN SACHS ETF TR

-68.60%

Shares68.8K

Event2026-06-30

Filed2026-07-27

CMI

CUMMINS INC

-47.62%

Shares9.7K

Event2026-06-30

Filed2026-07-27

EVT

EATON VANCE TAX ADVT DIV INC

15.58%

Shares247.1K

Event2026-06-30

Filed2026-07-27

JPEF

J P MORGAN EXCHANGE TRADED F

706.47%

Shares85.1K

Event2026-06-30

Filed2026-07-27

CSD

INVESCO EXCHANGE TRADED FD T

23.18%

Shares45.6K

Event2026-06-30

Filed2026-07-27

NOC

NORTHROP GRUMMAN CORP

21.20%

Shares13.4K

Event2026-06-30

Filed2026-07-27

FANG

DIAMONDBACK ENERGY INC

18.41%

Shares38.8K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available