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The Analysis of INDEPENDENT FINANCIAL GROUP, LLC's Holdings & P&L

Currently, INDEPENDENT FINANCIAL GROUP, LLC holds 1546 types of securities in its portfolio with a total value $5.3B. In the most recent quarter, they have increased their positions in NVDA (+555.7K shares, valued at $111.2M), MU (+73.9K shares, valued at $85.3M), N/A (+176.6K shares, valued at $66.7M); decreased their positions in BIZD (-893.4K shares, valued at $11.3M), JAAA (-196.2K shares, valued at $9.9M), IJK (-81.8K shares, valued at $9.6M); initiated new positions in EWY (+50.2K shares, valued at $10.1M), ACYN (+419.1K shares, valued at $8.7M), N/A (+86.2K shares, valued at $6.4M).

1M P&L

+38.3M+0.89%

3M P&L

+110.0M+2.59%

HY P&L

+320.8M+7.96%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A2.6B

57.9%

2Semiconductors636.4M

14.0%

3Consumer Electronics141.6M

3.1%

Top Industries by Stock Count

1N/A862 stocks

61.2%

2Asset Management33 stocks

2.3%

3Semiconductors24 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION1.7M shares48.04%2026-06-302026-07-15

QQQ INVESCO QQQ TR194.3K shares66.62%2026-06-302026-07-15

AAPL APPLE INC489.4K shares54.07%2026-06-302026-07-15

MU MICRON TECHNOLOGY INC111.1K shares199.17%2026-06-302026-07-15

BROADCOM INC BROADCOM INC316.7K shares125.98%2026-06-302026-07-15

AMZN AMAZON COM INC398.3K shares141.08%2026-06-302026-07-15

ISHARES TR ISHARES TR122.0K shares67.65%2026-06-302026-07-15

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T107.7K shares36.14%2026-06-302026-07-15

Sponsored

MSFT MICROSOFT CORP193.1K shares93.83%2026-06-302026-07-15

VANGUARD INDEX FDS VANGUARD INDEX FDS145.6K shares18.00%2026-06-302026-07-15

GOOG ALPHABET INC152.1K shares128.45%2026-06-302026-07-15

PAAA PGIM ETF TR1.0M shares4.87%2026-06-302026-07-15

XLK SELECT SECTOR SPDR TR259.6K shares63.43%2026-06-302026-07-15

TSM TAIWAN SEMICONDUCTOR MANUFAC98.8K shares93.98%2026-06-302026-07-15

AMD ADVANCED MICRO DEVICES INC77.0K shares95.93%2026-06-302026-07-15

GOOGL ALPHABET INC117.6K shares62.42%2026-06-302026-07-15

Sponsored

SMH VANECK ETF TRUST62.3K shares65.54%2026-06-302026-07-15

TSLA TESLA INC91.0K shares39.00%2026-06-302026-07-15

SPDR SERIES TRUST SPDR SERIES TRUST427.2K shares9.28%2026-06-302026-07-15

SNDK SANDISK CORP15.7K shares302.47%2026-06-302026-07-15

CGDV CAPITAL GROUP DIVIDEND VALUE686.6K shares27.30%2026-06-302026-07-15

SOXX ISHARES TR51.6K shares192.75%2026-06-302026-07-15

BUFR FIRST TR EXCHNG TRADED FD VI872.8K shares22.00%2026-06-302026-07-15

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION34.0K shares92.44%2026-06-302026-07-15

Sponsored

GARP ISHARES TR374.5K shares16.63%2026-06-302026-07-15

QQQI NEOS ETF TRUST534.4K shares84.46%2026-06-302026-07-15

VOO VANGUARD INDEX FDS43.6K shares71.30%2026-06-302026-07-15

META PLATFORMS INC META PLATFORMS INC52.1K shares84.24%2026-06-302026-07-15

RDVY FIRST TR EXCHANGE TRADED FD357.9K shares31.66%2026-06-302026-07-15

GLD SPDR GOLD TR73.5K shares61.14%2026-06-302026-07-15

SPYG SPDR SERIES TRUST199.6K shares6.64%2026-06-302026-07-15

IJH ISHARES TR293.7K shares12.53%2026-06-302026-07-15

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC188.2K shares20.82%2026-06-302026-07-15

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F352.0K shares78.50%2026-06-302026-07-15

TQQQ PROSHARES TR264.3K shares-11.38%2026-06-302026-07-15

JPST J P MORGAN EXCHANGE TRADED F412.9K shares54.18%2026-06-302026-07-15

IWM ISHARES TR68.9K shares-2.36%2026-06-302026-07-15

COWZ PACER FDS TR325.6K shares12.61%2026-06-302026-07-15

BRK.B BERKSHIRE HATHAWAY INC DEL39.6K shares107.30%2026-06-302026-07-15

CAT CATERPILLAR INC18.2K shares55.63%2026-06-302026-07-15

Sponsored

SCHD SCHWAB STRATEGIC TR603.6K shares56.39%2026-06-302026-07-15

MRVL MARVELL TECHNOLOGY INC62.7K shares502.67%2026-06-302026-07-15

ITOT ISHARES TR111.7K shares15.67%2026-06-302026-07-15

SCHG SCHWAB STRATEGIC TR539.2K shares21.91%2026-06-302026-07-15

SNTH TIDAL TRUST III612.9K shares13.63%2026-06-302026-07-15

SDVY FIRST TR EXCHANGE TRADED FD418.5K shares37.42%2026-06-302026-07-15

WMT WALMART INC158.8K shares52.55%2026-06-302026-07-15

DYNF BLACKROCK ETF TRUST263.6K shares12.39%2026-06-302026-07-15

Sponsored

QQQE DIREXION SHARES ETF TRUST145.2K shares21.05%2026-06-302026-07-15

VUG VANGUARD INDEX FDS201.9K shares861.14%2026-06-302026-07-15

VOT VANGUARD INDEX FDS56.5K shares72.81%2026-06-302026-07-15

QQQM INVESCO EXCH TRADED FD TR II56.8K shares135.38%2026-06-302026-07-15

VXUS VANGUARD STAR FDS197.8K shares172.37%2026-06-302026-07-15

GEV GE VERNOVA INC14.3K shares101.33%2026-06-302026-07-15

PANW PALO ALTO NETWORKS INC48.4K shares87.32%2026-06-302026-07-15

BPRE BLUEROCK PVT REAL ESTATE FD1.3M shares14.98%2026-06-302026-07-15

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC21.3K shares97.17%2026-06-302026-07-15

LLY ELI LILLY & CO13.5K shares110.45%2026-06-302026-07-15

APPLIED MATLS INC APPLIED MATLS INC22.4K shares97.39%2026-06-302026-07-15

VGT VANGUARD WORLD FD128.0K shares1075.03%2026-06-302026-07-15

BND VANGUARD BD INDEX FDS204.2K shares-33.33%2026-06-302026-07-15

GLW CORNING INC56.8K shares208.38%2026-06-302026-07-15

LRCX LAM RESEARCH CORP33.5K shares125.55%2026-06-302026-07-15

CIBR FIRST TR EXCHANGE-TRADED FD159.4K shares42.11%2026-06-302026-07-15

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO43.6K shares64.87%2026-06-302026-07-15

FDT FIRST TR EXCH TRD ALPHDX FD150.2K shares60.42%2026-06-302026-07-15

CRDO CREDO TECHNOLOGY GROUP HOLDI52.0K shares120.79%2026-06-302026-07-15

SGOV ISHARES TR140.2K shares30.51%2026-06-302026-07-15

CORO BLACKROCK ETF TRUST381.9K shares8.02%2026-06-302026-07-15

ITA ISHARES TR56.9K shares55.14%2026-06-302026-07-15

INTC INTEL CORP94.4K shares51.49%2026-06-302026-07-15

MGK VANGUARD WORLD FD148.9K shares609.60%2026-06-302026-07-15

Sponsored

MOAT VANECK ETF TRUST122.4K shares7.15%2026-06-302026-07-15

RWJ INVESCO EXCH TRADED FD TR II204.9K shares27.22%2026-06-302026-07-15

VYM VANGUARD WHITEHALL FDS77.1K shares19.58%2026-06-302026-07-15

SMA SMARTSTOP SELF STORAG REIT I374.6K shares6.13%2026-06-302026-07-15

BE BLOOM ENERGY CORP40.0K shares773.17%2026-06-302026-07-15

ABBVIE INC ABBVIE INC47.9K shares83.79%2026-06-302026-07-15

IYW ISHARES TR47.5K shares180.28%2026-06-302026-07-15

PDI PIMCO DYNAMIC INCOME FD717.4K shares37.95%2026-06-302026-07-15

Sponsored

CGGR CAPITAL GROUP GROWTH ETF251.0K shares40.58%2026-06-302026-07-15

RSP INVESCO EXCHANGE TRADED FD T55.5K shares28.06%2026-06-302026-07-15

IEMG ISHARES INC141.4K shares44.63%2026-06-302026-07-15

TSPA T ROWE PRICE EXCHANGE-TRADED245.9K shares51.84%2026-06-302026-07-15

CISCO SYS INC CISCO SYS INC98.5K shares58.23%2026-06-302026-07-15

JAAA JANUS DETROIT STR TR227.6K shares-46.30%2026-06-302026-07-15

VANECK ETF TRUST VANECK ETF TRUST151.1K shares75.45%2026-06-302026-07-15

VISA INC VISA INC32.8K shares85.23%2026-06-302026-07-15

Sponsored

SLV ISHARES SILVER TR209.7K shares30.96%2026-06-302026-07-15

SSO PROSHARES TR166.1K shares-2.99%2026-06-302026-07-15

HD HOME DEPOT INC31.2K shares62.13%2026-06-302026-07-15

GE GE AEROSPACE29.4K shares102.02%2026-06-302026-07-15

NEAR ISHARES U S ETF TR215.6K shares883.74%2026-06-302026-07-15

SPTM SPDR SERIES TRUST119.9K shares2.28%2026-06-302026-07-15

SRLN SSGA ACTIVE ETF TR269.2K shares29.71%2026-06-302026-07-15

BIL SPDR SERIES TRUST115.0K shares22.10%2026-06-302026-07-15

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP76.3K shares9.09%2026-06-302026-07-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL10.8K shares35.55%2026-06-302026-07-15

DELL DELL TECHNOLOGIES INC23.9K shares404.90%2026-06-302026-07-15

ASTS AST SPACEMOBILE INC115.0K shares39.42%2026-06-302026-07-15

JEPI J P MORGAN EXCHANGE TRADED F180.8K shares17.32%2026-06-302026-07-15

EWY ISHARES INC50.2K sharesnew addition2026-06-302026-07-15

SPYI NEOS ETF TRUST190.5K shares17.00%2026-06-302026-07-15

VIG VANGUARD SPECIALIZED FUNDS42.7K shares22.20%2026-06-302026-07-15

Sponsored

VBK VANGUARD INDEX FDS27.6K shares4.15%2026-06-302026-07-15

JNJ JOHNSON & JOHNSON38.6K shares105.12%2026-06-302026-07-15

TLT ISHARES TR113.5K shares260.50%2026-06-302026-07-15

XLI SELECT SECTOR SPDR TR52.9K shares56.06%2026-06-302026-07-15

ICOW PACER FDS TR235.2K shares10.46%2026-06-302026-07-15

IAU ISHARES GOLD TR125.9K shares24.00%2026-06-302026-07-15

AIRR FIRST TR EXCHANGE TRADED FD70.9K shares25.76%2026-06-302026-07-15

VYMI VANGUARD WHITEHALL FDS96.0K shares-4.48%2026-06-302026-07-15

Sponsored

SPYV SPDR SERIES TRUST154.5K shares-1.10%2026-06-302026-07-15

XLE SELECT SECTOR SPDR TR176.6K shares-3.09%2026-06-302026-07-15

VTV VANGUARD INDEX FDS42.1K shares65.00%2026-06-302026-07-15

NETFLIX INC. NETFLIX INC.128.1K shares75.50%2026-06-302026-07-15

IBM INTERNATIONAL BUSINESS MACHS32.3K shares30.28%2026-06-302026-07-15

NUKZ EXCHANGE TRADED CONCEPTS TRU133.2K shares52.74%2026-06-302026-07-15

UYLD ANGEL OAK FUNDS TRUST172.3K shares18.65%2026-06-302026-07-15

IJR ISHARES TR59.0K shares31.38%2026-06-302026-07-15

Sponsored

ACYN FIRST TR EXCHANGE-TRADED FD419.1K sharesnew addition2026-06-302026-07-15

WDC WESTERN DIGITAL CORP13.4K shares39.99%2026-06-302026-07-15

SPMO INVESCO EXCH TRADED FD TR II52.9K shares0.87%2026-06-302026-07-15

ARES CAPITAL CORP ARES CAPITAL CORP460.3K shares75.21%2026-06-302026-07-15

IVW ISHARES TR61.8K shares53.05%2026-06-302026-07-15

FTCB FIRST TR EXCHANGE-TRADED FD406.3K shares-5.08%2026-06-302026-07-15

NBIS NEBIUS GROUP N.V.30.5K shares80.08%2026-06-302026-07-15

CARY ANGEL OAK FUNDS TRUST403.8K shares247.65%2026-06-302026-07-15

Sponsored

PAVE GLOBAL X FDS142.2K shares41.77%2026-06-302026-07-15

IUSB ISHARES TR179.3K shares25.26%2026-06-302026-07-15

NEOS ETF TRUST NEOS ETF TRUST155.2K shares1052.41%2026-06-302026-07-15

DIA STATE STR SPDR DOW JONES IND15.8K shares10.79%2026-06-302026-07-15

LUMENTUM HLDGS INC LUMENTUM HLDGS INC9.4K shares136.77%2026-06-302026-07-15

CGIC CAPITAL GROUP INTERNATIONAL220.5K shares21.60%2026-06-302026-07-15

FSK FS KKR CAP CORP760.5K shares-34.10%2026-06-302026-07-15

CIEN CIENA CORP16.1K shares107.14%2026-06-302026-07-15

Sponsored

FREEPORT MCMORAN INC FREEPORT MCMORAN INC125.4K shares126.42%2026-06-302026-07-15

MTUM ISHARES TR23.0K shares-10.17%2026-06-302026-07-15

EEM ISHARES TR115.1K shares36.44%2026-06-302026-07-15

QUAL ISHARES TR35.2K shares7.46%2026-06-302026-07-15

STRATEGY INC STRATEGY INC88.5K shares72.59%2026-06-302026-07-15

ISVL ISHARES TR151.7K shares6.50%2026-06-302026-07-15

BA BOEING CO35.0K shares92.28%2026-06-302026-07-15

BAI BLACKROCK ETF TRUST142.2K shares-6.14%2026-06-302026-07-15

Sponsored

SPMD SPDR SERIES TRUST108.9K shares2.52%2026-06-302026-07-15

GS GOLDMAN SACHS GROUP INC7.2K shares71.83%2026-06-302026-07-15

SHV ISHARES TR64.9K shares31.08%2026-06-302026-07-15

XLF SELECT SECTOR SPDR TR132.8K shares-5.40%2026-06-302026-07-15

BALT INNOVATOR ETFS TRUST206.4K shares21.17%2026-06-302026-07-15

XLV SELECT SECTOR SPDR TR44.5K shares56.57%2026-06-302026-07-15

KNG FIRST TR EXCHANGE-TRADED FD136.9K shares-0.14%2026-06-302026-07-15

QCOM QUALCOMM INC37.0K shares14.97%2026-06-302026-07-15

Sponsored

CSHI NEOS ETF TRUST136.2K shares9.46%2026-06-302026-07-15

MINT PIMCO ETF TR67.1K shares54.58%2026-06-302026-07-15

SKYY FIRST TR EXCHANGE-TRADED FD50.2K shares9.83%2026-06-302026-07-15

PEP PEPSICO INC49.3K shares58.18%2026-06-302026-07-15

QDPL PACER FDS TR147.0K shares21.18%2026-06-302026-07-15

IDMO INVESCO EXCH TRADED FD TR II109.1K shares91.22%2026-06-302026-07-15

CGCP CAPITAL GRP FIXED INCM ETF T293.4K shares381.64%2026-06-302026-07-15

CPAI NORTHERN LTS FD TR III125.5K shares66.35%2026-06-302026-07-15

Sponsored

SFLR INNOVATOR ETFS TRUST168.9K shares104.25%2026-06-302026-07-15

GSLC GOLDMAN SACHS ETF TR45.7K shares0.63%2026-06-302026-07-15

VOOG VANGUARD ADMIRAL FDS INC78.2K shares603.83%2026-06-302026-07-15

CVX CHEVRON CORPORATION38.9K shares21.57%2026-06-302026-07-15

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST86.2K sharesnew addition2026-06-302026-07-15

SPAB SPDR SERIES TRUST248.4K shares16.34%2026-06-302026-07-15

EPD ENTERPRISE PRODS PARTNERS L171.0K shares13.44%2026-06-302026-07-15

SHLD GLOBAL X FDS104.9K shares10.94%2026-06-302026-07-15

Sponsored

TOPT ISHARES TR190.0K shares-29.67%2026-06-302026-07-15

TGRT T ROWE PRICE EXCHANGE-TRADED136.8K sharesnew addition2026-06-302026-07-15

XMHQ INVESCO EXCHANGE TRADED FD T55.1K shares264.21%2026-06-302026-07-15

SPDW SPDR INDEX SHS FDS123.4K shares-25.44%2026-06-302026-07-15

VOD VODAFONE GROUP PLC469.2K shares-16.16%2026-06-302026-07-15

LVHI LEGG MASON ETF INVT152.8K shares0.34%2026-06-302026-07-15

FTNT FORTINET INC40.3K shares-16.45%2026-06-302026-07-15

USMV ISHARES TR63.3K shares9.23%2026-06-302026-07-15

Sponsored

XLC SELECT SECTOR SPDR TR56.9K shares-18.64%2026-06-302026-07-15

VB VANGUARD INDEX FDS19.8K shares41.53%2026-06-302026-07-15

GRID FIRST TR EXCHANGE-TRADED FD31.3K shares53.14%2026-06-302026-07-15

QTUM ETF SER SOLUTIONS36.1K shares97.25%2026-06-302026-07-15

IYM ISHARES TR33.2K shares2590.51%2026-06-302026-07-15

TIP ISHARES TR54.4K shares64.64%2026-06-302026-07-15

RFLR INNOVATOR ETFS TRUST178.9K shares27.04%2026-06-302026-07-15

VRT VERTIV HOLDINGS CO17.5K shares69.19%2026-06-302026-07-15

Sponsored

BAC BANK OF AMER CORP102.5K shares62.22%2026-06-302026-07-15

AHR AMERICAN HEALTHCARE REIT INC110.8K shares-6.03%2026-06-302026-07-15

VZ VERIZON COMMUNICATIONS INC136.1K shares3.25%2026-06-302026-07-15

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP33.7K sharesnew addition2026-06-302026-07-15

EMXC ISHARES INC56.1K shares56.49%2026-06-302026-07-15

PSEC PROSPECT CAP CORP2.5M shares-24.95%2026-06-302026-07-15

MRK MERCK & CO INC44.6K shares19.15%2026-06-302026-07-15

BLCR BLACKROCK ETF TRUST113.4K shares27.19%2026-06-302026-07-15

Sponsored

PFF ISHARES TR186.6K shares14.61%2026-06-302026-07-15

TJX TJX COS INC NEW37.3K shares125.12%2026-06-302026-07-15

FSCO FS CREDIT OPPORTUNITIES CORP1.1M shares42.94%2026-06-302026-07-15

HACK AMPLIFY ETF TR52.7K shares17.41%2026-06-302026-07-15

SPBW AIM ETF PRODUCTS TRUST192.6K shares21.13%2026-06-302026-07-15

CLS CELESTICA INC15.1K shares50.02%2026-06-302026-07-15

AMZA ETFIS SER TR I118.5K shares67.73%2026-06-302026-07-15

ENFR ALPS ETF TR142.4K shares-11.43%2026-06-302026-07-15

Sponsored

VEA VANGUARD TAX-MANAGED FDS75.7K shares-33.50%2026-06-302026-07-15

IJS ISHARES TR39.2K shares-60.88%2026-06-302026-07-15

STARWOOD PPTY TR INC STARWOOD PPTY TR INC326.2K shares23.45%2026-06-302026-07-15

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR117.4K shares5.90%2026-06-302026-07-15

BILS SPDR SERIES TRUST53.4K shares46.54%2026-06-302026-07-15

ARTY ISHARES TR69.6K shares26.07%2026-06-302026-07-15

CLOUDFLARE INC CLOUDFLARE INC21.5K shares27.17%2026-06-302026-07-15

BXMT BLACKSTONE MORTGAGE TRUST IN310.3K shares22.65%2026-06-302026-07-15

Sponsored

PG PROCTER & GAMBLE CO35.3K shares74.22%2026-06-302026-07-15

CGUS CAPITAL GROUP CORE EQUITY ET114.7K shares42.79%2026-06-302026-07-15

UBER UBER TECHNOLOGIES INC68.9K shares25.59%2026-06-302026-07-15

MBB ISHARES TR52.5K shares-9.48%2026-06-302026-07-15

APPLOVIN CORP APPLOVIN CORP9.6K shares53.90%2026-06-302026-07-15

FTCS FIRST TR EXCHANGE-TRADED FD51.8K shares11.00%2026-06-302026-07-15

CAIE CALAMOS ETF TR176.9K shares15.46%2026-06-302026-07-15

IUSG ISHARES TR25.6K shares9.48%2026-06-302026-07-15

Sponsored

FLRT PACER FDS TR102.2K shares-47.37%2026-06-302026-07-15

CGMM CAPITAL GROUP EQUITY ETF TR143.0K shares41.47%2026-06-302026-07-15

SBRA SABRA HEALTH CARE REIT INC241.5K shares26.31%2026-06-302026-07-15

SPEM SPDR INDEX SHS FDS90.6K shares66.47%2026-06-302026-07-15

XLY SELECT SECTOR SPDR TR40.0K shares38.13%2026-06-302026-07-15

EFV ISHARES TR61.0K shares-39.80%2026-06-302026-07-15

MASTERCARD INCORPORATED MASTERCARD INCORPORATED9.1K shares66.73%2026-06-302026-07-15

FTHI FIRST TR EXCHANGE TRADED FD194.9K shares275.83%2026-06-302026-07-15

Sponsored

XMMO INVESCO EXCHANGE TRADED FD T27.1K shares48.79%2026-06-302026-07-15

RTX CORPORATION RTX CORPORATION24.3K shares45.95%2026-06-302026-07-15

SBUX STARBUCKS CORP45.0K shares97.01%2026-06-302026-07-15

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TDVI FIRST TR EXCHANGE-TRADED FD140.2K shares-29.95%2026-06-302026-07-15

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NREF NEXPOINT REAL ESTATE FIN INC281.0K shares17.21%2026-06-302026-07-15

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QFLR INNOVATOR ETFS TRUST117.8K shares-2.83%2026-06-302026-07-15

DE DEERE & CO6.8K shares29.06%2026-06-302026-07-15

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BKNG BOOKING HOLDINGS INC23.9K shares4541.94%2026-06-302026-07-15

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PFL PIMCO INCOME STRATEGY FD524.7K shares0.13%2026-06-302026-07-15

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SNOWFLAKE INC SNOWFLAKE INC15.5K shares113.20%2026-06-302026-07-15

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REM ISHARES TR175.5K shares39.95%2026-06-302026-07-15

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TTEQ T ROWE PRICE EXCHANGE-TRADED82.8K shares257.04%2026-06-302026-07-15

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UTF COHEN & STEERS INFRASTRUCTUR129.0K shares17.33%2026-06-302026-07-15

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DLY DOUBLELINE YIELD OPPORTUNITI226.4K shares0.30%2026-06-302026-07-15

FTSM FIRST TR EXCHANGE-TRADED FD52.9K shares-0.49%2026-06-302026-07-15

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FLOT ISHARES TR37.3K shares19.39%2026-06-302026-07-15

QUANTA SVCS INC QUANTA SVCS INC2.6K shares73.36%2026-06-302026-07-15

PMMF BLACKROCK ETF TRUST18.8K sharesnew addition2026-06-302026-07-15

RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC108.7K shares66.09%2026-06-302026-07-15

AWF ALLIANCEBERNSTEIN GLOBAL HIG181.3K shares-5.12%2026-06-302026-07-15

GBIL GOLDMAN SACHS ETF TR18.6K shares0.03%2026-06-302026-07-15

OBDC BLUE OWL CAPITAL CORPORATION169.3K shares-2.68%2026-06-302026-07-15

Sponsored

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC8.3K sharesnew addition2026-06-302026-07-15

AVUV AMERICAN CENTY ETF TR14.7K shares25.07%2026-06-302026-07-15

FMAY FIRST TR EXCHNG TRADED FD VI32.7K sharesnew addition2026-06-302026-07-15

JMST J P MORGAN EXCHANGE TRADED F35.9K shares160.72%2026-06-302026-07-15

HONEYWELL INTL INC HONEYWELL INTL INC8.2K sharesnew addition2026-06-302026-07-15

XSD SPDR SERIES TRUST2.9K sharesnew addition2026-06-302026-07-15

3M CO 3M CO11.1K shares20.57%2026-06-302026-07-15

SECU BLACKROCK ETF TRUST II36.1K shares4.09%2026-06-302026-07-15

Sponsored

MXL MAXLINEAR INC14.0K sharesnew addition2026-06-302026-07-15

BKLN INVESCO EXCH TRADED FD TR II87.6K shares21.60%2026-06-302026-07-15

IWV ISHARES TR4.2K shares-1.85%2026-06-302026-07-15

GPIQ GOLDMAN SACHS ETF TR30.0K shares78.66%2026-06-302026-07-15

VTEB VANGUARD MUN BD FDS35.1K shares140.79%2026-06-302026-07-15

UPS UNITED PARCEL SVCS INC16.5K shares81.10%2026-06-302026-07-15

GNL GLOBAL NET LEASE INC198.4K shares-14.39%2026-06-302026-07-15

COHR COHERENT CORP4.5K shares276.07%2026-06-302026-07-15

Sponsored

IBUF INNOVATOR ETFS TRUST55.8K shares-0.54%2026-06-302026-07-15

BROS DUTCH BROS INC24.4K shares6.19%2026-06-302026-07-15

AXON AXON ENTERPRISE INC3.1K shares14.34%2026-06-302026-07-15

ISCG ISHARES TR26.6K shares23.69%2026-06-302026-07-15

HYTI FIRST TR EXCHANGE-TRADED FD91.3K shares-6.59%2026-06-302026-07-15

PSX PHILLIPS 6610.3K shares10.22%2026-06-302026-07-15

JBBB JANUS DETROIT STR TR36.6K shares-83.31%2026-06-302026-07-15

UNP UNION PAC CORP6.4K shares6.36%2026-06-302026-07-15

Sponsored

FTEC FIDELITY COVINGTON TRUST6.0K shares-0.03%2026-06-302026-07-15

EMB ISHARES TR17.7K shares-46.68%2026-06-302026-07-15

TLH ISHARES TR16.9K shares-18.25%2026-06-302026-07-15

URI UNITED RENTALS INC1.5K shares40.53%2026-06-302026-07-15

NVDA

NVIDIA CORPORATION

48.04%

Shares1.7M

Event2026-06-30

Filed2026-07-15

QQQ

INVESCO QQQ TR

66.62%

Shares194.3K

Event2026-06-30

Filed2026-07-15

AAPL

APPLE INC

54.07%

Shares489.4K

Event2026-06-30

Filed2026-07-15

MICRON TECHNOLOGY INC

199.17%

Shares111.1K

Event2026-06-30

Filed2026-07-15

BROADCOM INC

125.98%

Shares316.7K

Event2026-06-30

Filed2026-07-15

AMZN

AMAZON COM INC

141.08%

Shares398.3K

Event2026-06-30

Filed2026-07-15

ISHARES TR

67.65%

Shares122.0K

Event2026-06-30

Filed2026-07-15

STATE STR SPDR S&P 500 ETF T

36.14%

Shares107.7K

Event2026-06-30

Filed2026-07-15

MSFT

MICROSOFT CORP

93.83%

Shares193.1K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

18.00%

Shares145.6K

Event2026-06-30

Filed2026-07-15

GOOG

ALPHABET INC

128.45%

Shares152.1K

Event2026-06-30

Filed2026-07-15

PAAA

PGIM ETF TR

4.87%

Shares1.0M

Event2026-06-30

Filed2026-07-15

XLK

SELECT SECTOR SPDR TR

63.43%

Shares259.6K

Event2026-06-30

Filed2026-07-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

93.98%

Shares98.8K

Event2026-06-30

Filed2026-07-15

AMD

ADVANCED MICRO DEVICES INC

95.93%

Shares77.0K

Event2026-06-30

Filed2026-07-15

GOOGL

ALPHABET INC

62.42%

Shares117.6K

Event2026-06-30

Filed2026-07-15

SMH

VANECK ETF TRUST

65.54%

Shares62.3K

Event2026-06-30

Filed2026-07-15

TSLA

TESLA INC

39.00%

Shares91.0K

Event2026-06-30

Filed2026-07-15

SPDR SERIES TRUST

9.28%

Shares427.2K

Event2026-06-30

Filed2026-07-15

SNDK

SANDISK CORP

302.47%

Shares15.7K

Event2026-06-30

Filed2026-07-15

CGDV

CAPITAL GROUP DIVIDEND VALUE

27.30%

Shares686.6K

Event2026-06-30

Filed2026-07-15

SOXX

ISHARES TR

192.75%

Shares51.6K

Event2026-06-30

Filed2026-07-15

BUFR

FIRST TR EXCHNG TRADED FD VI

22.00%

Shares872.8K

Event2026-06-30

Filed2026-07-15

COSTCO WHOLESALE CORPORATION

92.44%

Shares34.0K

Event2026-06-30

Filed2026-07-15

GARP

ISHARES TR

16.63%

Shares374.5K

Event2026-06-30

Filed2026-07-15

QQQI

NEOS ETF TRUST

84.46%

Shares534.4K

Event2026-06-30

Filed2026-07-15

VOO

VANGUARD INDEX FDS

71.30%

Shares43.6K

Event2026-06-30

Filed2026-07-15

META PLATFORMS INC

84.24%

Shares52.1K

Event2026-06-30

Filed2026-07-15

RDVY

FIRST TR EXCHANGE TRADED FD

31.66%

Shares357.9K

Event2026-06-30

Filed2026-07-15

GLD

SPDR GOLD TR

61.14%

Shares73.5K

Event2026-06-30

Filed2026-07-15

SPYG

SPDR SERIES TRUST

6.64%

Shares199.6K

Event2026-06-30

Filed2026-07-15

IJH

ISHARES TR

12.53%

Shares293.7K

Event2026-06-30

Filed2026-07-15

PALANTIR TECHNOLOGIES INC

20.82%

Shares188.2K

Event2026-06-30

Filed2026-07-15

J P MORGAN EXCHANGE TRADED F

78.50%

Shares352.0K

Event2026-06-30

Filed2026-07-15

TQQQ

PROSHARES TR

-11.38%

Shares264.3K

Event2026-06-30

Filed2026-07-15

JPST

J P MORGAN EXCHANGE TRADED F

54.18%

Shares412.9K

Event2026-06-30

Filed2026-07-15

IWM

ISHARES TR

-2.36%

Shares68.9K

Event2026-06-30

Filed2026-07-15

COWZ

PACER FDS TR

12.61%

Shares325.6K

Event2026-06-30

Filed2026-07-15

BRK.B

BERKSHIRE HATHAWAY INC DEL

107.30%

Shares39.6K

Event2026-06-30

Filed2026-07-15

CAT

CATERPILLAR INC

55.63%

Shares18.2K

Event2026-06-30

Filed2026-07-15

SCHD

SCHWAB STRATEGIC TR

56.39%

Shares603.6K

Event2026-06-30

Filed2026-07-15

MRVL

MARVELL TECHNOLOGY INC

502.67%

Shares62.7K

Event2026-06-30

Filed2026-07-15

ITOT

ISHARES TR

15.67%

Shares111.7K

Event2026-06-30

Filed2026-07-15

SCHG

SCHWAB STRATEGIC TR

21.91%

Shares539.2K

Event2026-06-30

Filed2026-07-15

SNTH

TIDAL TRUST III

13.63%

Shares612.9K

Event2026-06-30

Filed2026-07-15

SDVY

FIRST TR EXCHANGE TRADED FD

37.42%

Shares418.5K

Event2026-06-30

Filed2026-07-15

WMT

WALMART INC

52.55%

Shares158.8K

Event2026-06-30

Filed2026-07-15

DYNF

BLACKROCK ETF TRUST

12.39%

Shares263.6K

Event2026-06-30

Filed2026-07-15

QQQE

DIREXION SHARES ETF TRUST

21.05%

Shares145.2K

Event2026-06-30

Filed2026-07-15

VUG

VANGUARD INDEX FDS

861.14%

Shares201.9K

Event2026-06-30

Filed2026-07-15

VOT

VANGUARD INDEX FDS

72.81%

Shares56.5K

Event2026-06-30

Filed2026-07-15

QQQM

INVESCO EXCH TRADED FD TR II

135.38%

Shares56.8K

Event2026-06-30

Filed2026-07-15

VXUS

VANGUARD STAR FDS

172.37%

Shares197.8K

Event2026-06-30

Filed2026-07-15

GEV

GE VERNOVA INC

101.33%

Shares14.3K

Event2026-06-30

Filed2026-07-15

PANW

PALO ALTO NETWORKS INC

87.32%

Shares48.4K

Event2026-06-30

Filed2026-07-15

BPRE

BLUEROCK PVT REAL ESTATE FD

14.98%

Shares1.3M

Event2026-06-30

Filed2026-07-15

CROWDSTRIKE HLDGS INC

97.17%

Shares21.3K

Event2026-06-30

Filed2026-07-15

LLY

ELI LILLY & CO

110.45%

Shares13.5K

Event2026-06-30

Filed2026-07-15

APPLIED MATLS INC

97.39%

Shares22.4K

Event2026-06-30

Filed2026-07-15

VGT

VANGUARD WORLD FD

1075.03%

Shares128.0K

Event2026-06-30

Filed2026-07-15

BND

VANGUARD BD INDEX FDS

-33.33%

Shares204.2K

Event2026-06-30

Filed2026-07-15

GLW

CORNING INC

208.38%

Shares56.8K

Event2026-06-30

Filed2026-07-15

LRCX

LAM RESEARCH CORP

125.55%

Shares33.5K

Event2026-06-30

Filed2026-07-15

CIBR

FIRST TR EXCHANGE-TRADED FD

42.11%

Shares159.4K

Event2026-06-30

Filed2026-07-15

JPMORGAN CHASE & CO

64.87%

Shares43.6K

Event2026-06-30

Filed2026-07-15

FDT

FIRST TR EXCH TRD ALPHDX FD

60.42%

Shares150.2K

Event2026-06-30

Filed2026-07-15

CRDO

CREDO TECHNOLOGY GROUP HOLDI

120.79%

Shares52.0K

Event2026-06-30

Filed2026-07-15

SGOV

ISHARES TR

30.51%

Shares140.2K

Event2026-06-30

Filed2026-07-15

CORO

BLACKROCK ETF TRUST

8.02%

Shares381.9K

Event2026-06-30

Filed2026-07-15

ITA

ISHARES TR

55.14%

Shares56.9K

Event2026-06-30

Filed2026-07-15

INTC

INTEL CORP

51.49%

Shares94.4K

Event2026-06-30

Filed2026-07-15

MGK

VANGUARD WORLD FD

609.60%

Shares148.9K

Event2026-06-30

Filed2026-07-15

MOAT

VANECK ETF TRUST

7.15%

Shares122.4K

Event2026-06-30

Filed2026-07-15

RWJ

INVESCO EXCH TRADED FD TR II

27.22%

Shares204.9K

Event2026-06-30

Filed2026-07-15

VYM

VANGUARD WHITEHALL FDS

19.58%

Shares77.1K

Event2026-06-30

Filed2026-07-15

SMA

SMARTSTOP SELF STORAG REIT I

6.13%

Shares374.6K

Event2026-06-30

Filed2026-07-15

BLOOM ENERGY CORP

773.17%

Shares40.0K

Event2026-06-30

Filed2026-07-15

ABBVIE INC

83.79%

Shares47.9K

Event2026-06-30

Filed2026-07-15

IYW

ISHARES TR

180.28%

Shares47.5K

Event2026-06-30

Filed2026-07-15

PDI

PIMCO DYNAMIC INCOME FD

37.95%

Shares717.4K

Event2026-06-30

Filed2026-07-15

CGGR

CAPITAL GROUP GROWTH ETF

40.58%

Shares251.0K

Event2026-06-30

Filed2026-07-15

RSP

INVESCO EXCHANGE TRADED FD T

28.06%

Shares55.5K

Event2026-06-30

Filed2026-07-15

IEMG

ISHARES INC

44.63%

Shares141.4K

Event2026-06-30

Filed2026-07-15

TSPA

T ROWE PRICE EXCHANGE-TRADED

51.84%

Shares245.9K

Event2026-06-30

Filed2026-07-15

CISCO SYS INC

58.23%

Shares98.5K

Event2026-06-30

Filed2026-07-15

JAAA

JANUS DETROIT STR TR

-46.30%

Shares227.6K

Event2026-06-30

Filed2026-07-15

VANECK ETF TRUST

75.45%

Shares151.1K

Event2026-06-30

Filed2026-07-15

VISA INC

85.23%

Shares32.8K

Event2026-06-30

Filed2026-07-15

SLV

ISHARES SILVER TR

30.96%

Shares209.7K

Event2026-06-30

Filed2026-07-15

SSO

PROSHARES TR

-2.99%

Shares166.1K

Event2026-06-30

Filed2026-07-15

HOME DEPOT INC

62.13%

Shares31.2K

Event2026-06-30

Filed2026-07-15

GE AEROSPACE

102.02%

Shares29.4K

Event2026-06-30

Filed2026-07-15

NEAR

ISHARES U S ETF TR

883.74%

Shares215.6K

Event2026-06-30

Filed2026-07-15

SPTM

SPDR SERIES TRUST

2.28%

Shares119.9K

Event2026-06-30

Filed2026-07-15

SRLN

SSGA ACTIVE ETF TR

29.71%

Shares269.2K

Event2026-06-30

Filed2026-07-15

BIL

SPDR SERIES TRUST

22.10%

Shares115.0K

Event2026-06-30

Filed2026-07-15

EXXON MOBIL CORP

9.09%

Shares76.3K

Event2026-06-30

Filed2026-07-15

SEAGATE TECHNOLOGY HLDNGS PL

35.55%

Shares10.8K

Event2026-06-30

Filed2026-07-15

DELL

DELL TECHNOLOGIES INC

404.90%

Shares23.9K

Event2026-06-30

Filed2026-07-15

ASTS

AST SPACEMOBILE INC

39.42%

Shares115.0K

Event2026-06-30

Filed2026-07-15

JEPI

J P MORGAN EXCHANGE TRADED F

17.32%

Shares180.8K

Event2026-06-30

Filed2026-07-15

EWY

ISHARES INC

New

Shares50.2K

Event2026-06-30

Filed2026-07-15

SPYI

NEOS ETF TRUST

17.00%

Shares190.5K

Event2026-06-30

Filed2026-07-15

VIG

VANGUARD SPECIALIZED FUNDS

22.20%

Shares42.7K

Event2026-06-30

Filed2026-07-15

VBK

VANGUARD INDEX FDS

4.15%

Shares27.6K

Event2026-06-30

Filed2026-07-15

JNJ

JOHNSON & JOHNSON

105.12%

Shares38.6K

Event2026-06-30

Filed2026-07-15

TLT

ISHARES TR

260.50%

Shares113.5K

Event2026-06-30

Filed2026-07-15

XLI

SELECT SECTOR SPDR TR

56.06%

Shares52.9K

Event2026-06-30

Filed2026-07-15

ICOW

PACER FDS TR

10.46%

Shares235.2K

Event2026-06-30

Filed2026-07-15

IAU

ISHARES GOLD TR

24.00%

Shares125.9K

Event2026-06-30

Filed2026-07-15

AIRR

FIRST TR EXCHANGE TRADED FD

25.76%

Shares70.9K

Event2026-06-30

Filed2026-07-15

VYMI

VANGUARD WHITEHALL FDS

-4.48%

Shares96.0K

Event2026-06-30

Filed2026-07-15

SPYV

SPDR SERIES TRUST

-1.10%

Shares154.5K

Event2026-06-30

Filed2026-07-15

XLE

SELECT SECTOR SPDR TR

-3.09%

Shares176.6K

Event2026-06-30

Filed2026-07-15

VTV

VANGUARD INDEX FDS

65.00%

Shares42.1K

Event2026-06-30

Filed2026-07-15

NETFLIX INC.

75.50%

Shares128.1K

Event2026-06-30

Filed2026-07-15

IBM

INTERNATIONAL BUSINESS MACHS

30.28%

Shares32.3K

Event2026-06-30

Filed2026-07-15

NUKZ

EXCHANGE TRADED CONCEPTS TRU

52.74%

Shares133.2K

Event2026-06-30

Filed2026-07-15

UYLD

ANGEL OAK FUNDS TRUST

18.65%

Shares172.3K

Event2026-06-30

Filed2026-07-15

IJR

ISHARES TR

31.38%

Shares59.0K

Event2026-06-30

Filed2026-07-15

ACYN

FIRST TR EXCHANGE-TRADED FD

New

Shares419.1K

Event2026-06-30

Filed2026-07-15

WDC

WESTERN DIGITAL CORP

39.99%

Shares13.4K

Event2026-06-30

Filed2026-07-15

SPMO

INVESCO EXCH TRADED FD TR II

0.87%

Shares52.9K

Event2026-06-30

Filed2026-07-15

ARES CAPITAL CORP

75.21%

Shares460.3K

Event2026-06-30

Filed2026-07-15

IVW

ISHARES TR

53.05%

Shares61.8K

Event2026-06-30

Filed2026-07-15

FTCB

FIRST TR EXCHANGE-TRADED FD

-5.08%

Shares406.3K

Event2026-06-30

Filed2026-07-15

NBIS

NEBIUS GROUP N.V.

80.08%

Shares30.5K

Event2026-06-30

Filed2026-07-15

CARY

ANGEL OAK FUNDS TRUST

247.65%

Shares403.8K

Event2026-06-30

Filed2026-07-15

PAVE

GLOBAL X FDS

41.77%

Shares142.2K

Event2026-06-30

Filed2026-07-15

IUSB

ISHARES TR

25.26%

Shares179.3K

Event2026-06-30

Filed2026-07-15

NEOS ETF TRUST

1052.41%

Shares155.2K

Event2026-06-30

Filed2026-07-15

DIA

STATE STR SPDR DOW JONES IND

10.79%

Shares15.8K

Event2026-06-30

Filed2026-07-15

LUMENTUM HLDGS INC

136.77%

Shares9.4K

Event2026-06-30

Filed2026-07-15

CGIC

CAPITAL GROUP INTERNATIONAL

21.60%

Shares220.5K

Event2026-06-30

Filed2026-07-15

FSK

FS KKR CAP CORP

-34.10%

Shares760.5K

Event2026-06-30

Filed2026-07-15

CIEN

CIENA CORP

107.14%

Shares16.1K

Event2026-06-30

Filed2026-07-15

FREEPORT MCMORAN INC

126.42%

Shares125.4K

Event2026-06-30

Filed2026-07-15

MTUM

ISHARES TR

-10.17%

Shares23.0K

Event2026-06-30

Filed2026-07-15

EEM

ISHARES TR

36.44%

Shares115.1K

Event2026-06-30

Filed2026-07-15

QUAL

ISHARES TR

7.46%

Shares35.2K

Event2026-06-30

Filed2026-07-15

STRATEGY INC

72.59%

Shares88.5K

Event2026-06-30

Filed2026-07-15

ISVL

ISHARES TR

6.50%

Shares151.7K

Event2026-06-30

Filed2026-07-15

BOEING CO

92.28%

Shares35.0K

Event2026-06-30

Filed2026-07-15

BAI

BLACKROCK ETF TRUST

-6.14%

Shares142.2K

Event2026-06-30

Filed2026-07-15

SPMD

SPDR SERIES TRUST

2.52%

Shares108.9K

Event2026-06-30

Filed2026-07-15

GOLDMAN SACHS GROUP INC

71.83%

Shares7.2K

Event2026-06-30

Filed2026-07-15

SHV

ISHARES TR

31.08%

Shares64.9K

Event2026-06-30

Filed2026-07-15

XLF

SELECT SECTOR SPDR TR

-5.40%

Shares132.8K

Event2026-06-30

Filed2026-07-15

BALT

INNOVATOR ETFS TRUST

21.17%

Shares206.4K

Event2026-06-30

Filed2026-07-15

XLV

SELECT SECTOR SPDR TR

56.57%

Shares44.5K

Event2026-06-30

Filed2026-07-15

KNG

FIRST TR EXCHANGE-TRADED FD

-0.14%

Shares136.9K

Event2026-06-30

Filed2026-07-15

QCOM

QUALCOMM INC

14.97%

Shares37.0K

Event2026-06-30

Filed2026-07-15

CSHI

NEOS ETF TRUST

9.46%

Shares136.2K

Event2026-06-30

Filed2026-07-15

MINT

PIMCO ETF TR

54.58%

Shares67.1K

Event2026-06-30

Filed2026-07-15

SKYY

FIRST TR EXCHANGE-TRADED FD

9.83%

Shares50.2K

Event2026-06-30

Filed2026-07-15

PEP

PEPSICO INC

58.18%

Shares49.3K

Event2026-06-30

Filed2026-07-15

QDPL

PACER FDS TR

21.18%

Shares147.0K

Event2026-06-30

Filed2026-07-15

IDMO

INVESCO EXCH TRADED FD TR II

91.22%

Shares109.1K

Event2026-06-30

Filed2026-07-15

CGCP

CAPITAL GRP FIXED INCM ETF T

381.64%

Shares293.4K

Event2026-06-30

Filed2026-07-15

CPAI

NORTHERN LTS FD TR III

66.35%

Shares125.5K

Event2026-06-30

Filed2026-07-15

SFLR

INNOVATOR ETFS TRUST

104.25%

Shares168.9K

Event2026-06-30

Filed2026-07-15

GSLC

GOLDMAN SACHS ETF TR

0.63%

Shares45.7K

Event2026-06-30

Filed2026-07-15

VOOG

VANGUARD ADMIRAL FDS INC

603.83%

Shares78.2K

Event2026-06-30

Filed2026-07-15

CVX

CHEVRON CORPORATION

21.57%

Shares38.9K

Event2026-06-30

Filed2026-07-15

ROUNDHILL ETF TRUST

New

Shares86.2K

Event2026-06-30

Filed2026-07-15

SPAB

SPDR SERIES TRUST

16.34%

Shares248.4K

Event2026-06-30

Filed2026-07-15

EPD

ENTERPRISE PRODS PARTNERS L

13.44%

Shares171.0K

Event2026-06-30

Filed2026-07-15

SHLD

GLOBAL X FDS

10.94%

Shares104.9K

Event2026-06-30

Filed2026-07-15

TOPT

ISHARES TR

-29.67%

Shares190.0K

Event2026-06-30

Filed2026-07-15

TGRT

T ROWE PRICE EXCHANGE-TRADED

New

Shares136.8K

Event2026-06-30

Filed2026-07-15

XMHQ

INVESCO EXCHANGE TRADED FD T

264.21%

Shares55.1K

Event2026-06-30

Filed2026-07-15

SPDW

SPDR INDEX SHS FDS

-25.44%

Shares123.4K

Event2026-06-30

Filed2026-07-15

VOD

VODAFONE GROUP PLC

-16.16%

Shares469.2K

Event2026-06-30

Filed2026-07-15

LVHI

LEGG MASON ETF INVT

0.34%

Shares152.8K

Event2026-06-30

Filed2026-07-15

FTNT

FORTINET INC

-16.45%

Shares40.3K

Event2026-06-30

Filed2026-07-15

USMV

ISHARES TR

9.23%

Shares63.3K

Event2026-06-30

Filed2026-07-15

XLC

SELECT SECTOR SPDR TR

-18.64%

Shares56.9K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

41.53%

Shares19.8K

Event2026-06-30

Filed2026-07-15

GRID

FIRST TR EXCHANGE-TRADED FD

53.14%

Shares31.3K

Event2026-06-30

Filed2026-07-15

QTUM

ETF SER SOLUTIONS

97.25%

Shares36.1K

Event2026-06-30

Filed2026-07-15

IYM

ISHARES TR

2590.51%

Shares33.2K

Event2026-06-30

Filed2026-07-15

TIP

ISHARES TR

64.64%

Shares54.4K

Event2026-06-30

Filed2026-07-15

RFLR

INNOVATOR ETFS TRUST

27.04%

Shares178.9K

Event2026-06-30

Filed2026-07-15

VRT

VERTIV HOLDINGS CO

69.19%

Shares17.5K

Event2026-06-30

Filed2026-07-15

BAC

BANK OF AMER CORP

62.22%

Shares102.5K

Event2026-06-30

Filed2026-07-15

AHR

AMERICAN HEALTHCARE REIT INC

-6.03%

Shares110.8K

Event2026-06-30

Filed2026-07-15

VERIZON COMMUNICATIONS INC

3.25%

Shares136.1K

Event2026-06-30

Filed2026-07-15

SPACE EXPLORATION TECHN CORP

New

Shares33.7K

Event2026-06-30

Filed2026-07-15

EMXC

ISHARES INC

56.49%

Shares56.1K

Event2026-06-30

Filed2026-07-15

PSEC

PROSPECT CAP CORP

-24.95%

Shares2.5M

Event2026-06-30

Filed2026-07-15

MRK

MERCK & CO INC

19.15%

Shares44.6K

Event2026-06-30

Filed2026-07-15

BLCR

BLACKROCK ETF TRUST

27.19%

Shares113.4K

Event2026-06-30

Filed2026-07-15

PFF

ISHARES TR

14.61%

Shares186.6K

Event2026-06-30

Filed2026-07-15

TJX

TJX COS INC NEW

125.12%

Shares37.3K

Event2026-06-30

Filed2026-07-15

FSCO

FS CREDIT OPPORTUNITIES CORP

42.94%

Shares1.1M

Event2026-06-30

Filed2026-07-15

HACK

AMPLIFY ETF TR

17.41%

Shares52.7K

Event2026-06-30

Filed2026-07-15

SPBW

AIM ETF PRODUCTS TRUST

21.13%

Shares192.6K

Event2026-06-30

Filed2026-07-15

CLS

CELESTICA INC

50.02%

Shares15.1K

Event2026-06-30

Filed2026-07-15

AMZA

ETFIS SER TR I

67.73%

Shares118.5K

Event2026-06-30

Filed2026-07-15

ENFR

ALPS ETF TR

-11.43%

Shares142.4K

Event2026-06-30

Filed2026-07-15

VEA

VANGUARD TAX-MANAGED FDS

-33.50%

Shares75.7K

Event2026-06-30

Filed2026-07-15

IJS

ISHARES TR

-60.88%

Shares39.2K

Event2026-06-30

Filed2026-07-15

STARWOOD PPTY TR INC

23.45%

Shares326.2K

Event2026-06-30

Filed2026-07-15

SELECT SECTOR SPDR TR

5.90%

Shares117.4K

Event2026-06-30

Filed2026-07-15

BILS

SPDR SERIES TRUST

46.54%

Shares53.4K

Event2026-06-30

Filed2026-07-15

ARTY

ISHARES TR

26.07%

Shares69.6K

Event2026-06-30

Filed2026-07-15

CLOUDFLARE INC

27.17%

Shares21.5K

Event2026-06-30

Filed2026-07-15

BXMT

BLACKSTONE MORTGAGE TRUST IN

22.65%

Shares310.3K

Event2026-06-30

Filed2026-07-15

PROCTER & GAMBLE CO

74.22%

Shares35.3K

Event2026-06-30

Filed2026-07-15

CGUS

CAPITAL GROUP CORE EQUITY ET

42.79%

Shares114.7K

Event2026-06-30

Filed2026-07-15

UBER

UBER TECHNOLOGIES INC

25.59%

Shares68.9K

Event2026-06-30

Filed2026-07-15

MBB

ISHARES TR

-9.48%

Shares52.5K

Event2026-06-30

Filed2026-07-15

APPLOVIN CORP

53.90%

Shares9.6K

Event2026-06-30

Filed2026-07-15

FTCS

FIRST TR EXCHANGE-TRADED FD

11.00%

Shares51.8K

Event2026-06-30

Filed2026-07-15

CAIE

CALAMOS ETF TR

15.46%

Shares176.9K

Event2026-06-30

Filed2026-07-15

IUSG

ISHARES TR

9.48%

Shares25.6K

Event2026-06-30

Filed2026-07-15

FLRT

PACER FDS TR

-47.37%

Shares102.2K

Event2026-06-30

Filed2026-07-15

CGMM

CAPITAL GROUP EQUITY ETF TR

41.47%

Shares143.0K

Event2026-06-30

Filed2026-07-15

SBRA

SABRA HEALTH CARE REIT INC

26.31%

Shares241.5K

Event2026-06-30

Filed2026-07-15

SPEM

SPDR INDEX SHS FDS

66.47%

Shares90.6K

Event2026-06-30

Filed2026-07-15

XLY

SELECT SECTOR SPDR TR

38.13%

Shares40.0K

Event2026-06-30

Filed2026-07-15

EFV

ISHARES TR

-39.80%

Shares61.0K

Event2026-06-30

Filed2026-07-15

MASTERCARD INCORPORATED

66.73%

Shares9.1K

Event2026-06-30

Filed2026-07-15

FTHI

FIRST TR EXCHANGE TRADED FD

275.83%

Shares194.9K

Event2026-06-30

Filed2026-07-15

XMMO

INVESCO EXCHANGE TRADED FD T

48.79%

Shares27.1K

Event2026-06-30

Filed2026-07-15

RTX CORPORATION

45.95%

Shares24.3K

Event2026-06-30

Filed2026-07-15

SBUX

STARBUCKS CORP

97.01%

Shares45.0K

Event2026-06-30

Filed2026-07-15

XMVM

INVESCO EXCHANGE TRADED FD T

-4.08%

Shares64.2K

Event2026-06-30

Filed2026-07-15

ANET

ARISTA NETWORKS INC

83.03%

Shares26.7K

Event2026-06-30

Filed2026-07-15

IWF

ISHARES TR

428.78%

Shares36.5K

Event2026-06-30

Filed2026-07-15

PATN

PACER FDS TR

New

Shares121.4K

Event2026-06-30

Filed2026-07-15

AGNC INVT CORP

2.64%

Shares412.7K

Event2026-06-30

Filed2026-07-15

GCOW

PACER FDS TR

28.59%

Shares103.6K

Event2026-06-30

Filed2026-07-15

TDVI

FIRST TR EXCHANGE-TRADED FD

-29.95%

Shares140.2K

Event2026-06-30

Filed2026-07-15

IGIB

ISHARES TR

-3.21%

Shares83.7K

Event2026-06-30

Filed2026-07-15

DBEF

DBX ETF TR

22.40%

Shares80.0K

Event2026-06-30

Filed2026-07-15

DGRO

ISHARES TR

26.65%

Shares57.7K

Event2026-06-30

Filed2026-07-15

NREF

NEXPOINT REAL ESTATE FIN INC

17.21%

Shares281.0K

Event2026-06-30

Filed2026-07-15

FDVV

FIDELITY COVINGTON TRUST

16.19%

Shares72.1K

Event2026-06-30

Filed2026-07-15

CMI

CUMMINS INC

111.61%

Shares6.1K

Event2026-06-30

Filed2026-07-15

DTCR

GLOBAL X FDS

89.37%

Shares141.7K

Event2026-06-30

Filed2026-07-15

QFLR

INNOVATOR ETFS TRUST

-2.83%

Shares117.8K

Event2026-06-30

Filed2026-07-15

DEERE & CO

29.06%

Shares6.8K

Event2026-06-30

Filed2026-07-15

ORACLE CORP

72.91%

Shares29.1K

Event2026-06-30

Filed2026-07-15

BKNG

BOOKING HOLDINGS INC

4541.94%

Shares23.9K

Event2026-06-30

Filed2026-07-15

AXP

AMERICAN EXPRESS CO

67.26%

Shares12.5K

Event2026-06-30

Filed2026-07-15

AIQ

GLOBAL X FDS

44.48%

Shares63.1K

Event2026-06-30

Filed2026-07-15

PFL

PIMCO INCOME STRATEGY FD

0.13%

Shares524.7K

Event2026-06-30

Filed2026-07-15

VNQ

VANGUARD INDEX FDS

15.95%

Shares42.7K

Event2026-06-30

Filed2026-07-15

VCIT

VANGUARD SCOTTSDALE FDS

60.28%

Shares49.8K

Event2026-06-30

Filed2026-07-15

CORP

PIMCO ETF TR

30.80%

Shares42.4K

Event2026-06-30

Filed2026-07-15

SPTL

SPDR SERIES TRUST

15.71%

Shares156.2K

Event2026-06-30

Filed2026-07-15

SRE

SEMPRA

11.73%

Shares43.8K

Event2026-06-30

Filed2026-07-15

CALF

PACER FDS TR

16.78%

Shares80.0K

Event2026-06-30

Filed2026-07-15

ASML

ASML HLDG NV

56.08%

Shares2.0K

Event2026-06-30

Filed2026-07-15

FTQI

FIRST TR EXCHANGE TRADED FD

616.51%

Shares182.4K

Event2026-06-30

Filed2026-07-15

THRO

BLACKROCK ETF TRUST

-26.49%

Shares93.4K

Event2026-06-30

Filed2026-07-15

SNOWFLAKE INC

113.20%

Shares15.5K

Event2026-06-30

Filed2026-07-15

XLP

SELECT SECTOR SPDR TR

26.82%

Shares47.6K

Event2026-06-30

Filed2026-07-15

VBR

VANGUARD INDEX FDS

8.31%

Shares16.2K

Event2026-06-30

Filed2026-07-15

PFFA

ETFIS SER TR I

102.24%

Shares190.7K

Event2026-06-30

Filed2026-07-15

FTLS

FIRST TR EXCH TRADED FD III

193.69%

Shares53.0K

Event2026-06-30

Filed2026-07-15

DSL

DOUBLELINE INCOME SOLUTIONS

8.76%

Shares352.3K

Event2026-06-30

Filed2026-07-15

UNITEDHEALTH GROUP INC

46.74%

Shares9.4K

Event2026-06-30

Filed2026-07-15

MCD

MCDONALDS CORP

105.77%

Shares14.4K

Event2026-06-30

Filed2026-07-15

VWO

VANGUARD INTL EQUITY INDEX F

127.43%

Shares65.1K

Event2026-06-30

Filed2026-07-15

INNOVATOR ETFS TRUST

57.32%

Shares73.1K

Event2026-06-30

Filed2026-07-15

REM

ISHARES TR

39.95%

Shares175.5K

Event2026-06-30

Filed2026-07-15

ALAB

ASTERA LABS INC

-38.25%

Shares8.0K

Event2026-06-30

Filed2026-07-15

RDVI

FIRST TR EXCHANGE-TRADED FD

-21.87%

Shares130.6K

Event2026-06-30

Filed2026-07-15

FNGS

BANK MONTREAL MEDIUM

2.63%

Shares52.7K

Event2026-06-30

Filed2026-07-15

DIVB

ISHARES TR

-1.63%

Shares62.1K

Event2026-06-30

Filed2026-07-15

IGV

ISHARES TR

33.88%

Shares42.1K

Event2026-06-30

Filed2026-07-15

ISHARES TR

81.42%

Shares39.5K

Event2026-06-30

Filed2026-07-15

IBB

ISHARES TR

43.39%

Shares20.0K

Event2026-06-30

Filed2026-07-15

IVE

ISHARES TR

9.55%

Shares16.6K

Event2026-06-30

Filed2026-07-15

ISRG

INTUITIVE SURGICAL INC

10.70%

Shares9.5K

Event2026-06-30

Filed2026-07-15

QYLD

GLOBAL X FDS

12.28%

Shares204.2K

Event2026-06-30

Filed2026-07-15

GABELLI EQUITY TR INC

32.78%

Shares663.9K

Event2026-06-30

Filed2026-07-15

REALTY INCOME CORP

27.24%

Shares60.6K

Event2026-06-30

Filed2026-07-15

AMGN

AMGEN INC

74.83%

Shares10.3K

Event2026-06-30

Filed2026-07-15

QTEC

FIRST TR EXCHANGE-TRADED FD

25.34%

Shares11.1K

Event2026-06-30

Filed2026-07-15

WASTE MGMT INC DEL

77.41%

Shares16.7K

Event2026-06-30

Filed2026-07-15

IEF

ISHARES TR

208.50%

Shares39.2K

Event2026-06-30

Filed2026-07-15

BANK MONTREAL MEDIUM

19.45%

Shares29.3K

Event2026-06-30

Filed2026-07-15

TTEQ

T ROWE PRICE EXCHANGE-TRADED

257.04%

Shares82.8K

Event2026-06-30

Filed2026-07-15

PMAY

INNOVATOR ETFS TRUST

5.43%

Shares89.4K

Event2026-06-30

Filed2026-07-15

MGV

VANGUARD WORLD FD

30.40%

Shares22.4K

Event2026-06-30

Filed2026-07-15

UTG

REAVES UTIL INCOME FD

22.66%

Shares89.7K

Event2026-06-30

Filed2026-07-15

DTH

WISDOMTREE TR

22.44%

Shares67.4K

Event2026-06-30

Filed2026-07-15

CRM

SALESFORCE INC

66.58%

Shares23.1K

Event2026-06-30

Filed2026-07-15

ILCB

ISHARES TR

0.56%

Shares35.0K

Event2026-06-30

Filed2026-07-15

PPA

INVESCO EXCHANGE TRADED FD T

60.00%

Shares20.5K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

315.43%

Shares44.7K

Event2026-06-30

Filed2026-07-15

RWL

INVESCO EXCH TRADED FD TR II

-3.28%

Shares28.2K

Event2026-06-30

Filed2026-07-15

XLG

INVESCO EXCHANGE TRADED FD T

15.18%

Shares58.8K

Event2026-06-30

Filed2026-07-15

STRL

STERLING INFRASTRUCTURE INC

93.85%

Shares4.3K

Event2026-06-30

Filed2026-07-15

ALPS ETF TR

46.47%

Shares69.2K

Event2026-06-30

Filed2026-07-15

BALI

BLACKROCK ETF TRUST

22.48%

Shares105.6K

Event2026-06-30

Filed2026-07-15

UTF

COHEN & STEERS INFRASTRUCTUR

17.33%

Shares129.0K

Event2026-06-30

Filed2026-07-15

CRWV

COREWEAVE INC

102.57%

Shares35.7K

Event2026-06-30

Filed2026-07-15

AVLV

AMERICAN CENTY ETF TR

New

Shares39.0K

Event2026-06-30

Filed2026-07-15

BLK

BLACKROCK INC

99.95%

Shares3.7K

Event2026-06-30

Filed2026-07-15

VANGUARD INTL EQUITY INDEX F

26.37%

Shares22.6K

Event2026-06-30

Filed2026-07-15

RQI

COHEN & STEERS QUALITY INCOM

3.50%

Shares287.0K

Event2026-06-30

Filed2026-07-15

EFA

ISHARES TR

-10.66%

Shares34.0K

Event2026-06-30

Filed2026-07-15

JQUA

J P MORGAN EXCHANGE TRADED F

-71.44%

Shares48.8K

Event2026-06-30

Filed2026-07-15

BMNR

BITMINE IMMERSION TECHS INC

43.03%

Shares264.3K

Event2026-06-30

Filed2026-07-15

COCA COLA CO

24.64%

Shares43.1K

Event2026-06-30

Filed2026-07-15

SPLV

INVESCO EXCH TRADED FD TR II

12.34%

Shares46.7K

Event2026-06-30

Filed2026-07-15

XLB

SELECT SECTOR SPDR TR

10.08%

Shares68.3K

Event2026-06-30

Filed2026-07-15

VIS

VANGUARD WORLD FD

48.37%

Shares9.6K

Event2026-06-30

Filed2026-07-15

FMDE

FIDELITY COVINGTON TRUST

-5.92%

Shares84.9K

Event2026-06-30

Filed2026-07-15

FVD

FIRST TR EXCHANGE-TRADED FD

5.33%

Shares71.2K

Event2026-06-30

Filed2026-07-15

ALTRIA GROUP INC

26.25%

Shares47.6K

Event2026-06-30

Filed2026-07-15

SHY

ISHARES TR

48.33%

Shares41.7K

Event2026-06-30

Filed2026-07-15

TER

TERADYNE INC

142.49%

Shares7.1K

Event2026-06-30

Filed2026-07-15

TXN

TEXAS INSTRS INC

53.25%

Shares11.4K

Event2026-06-30

Filed2026-07-15

VRP

INVESCO EXCH TRADED FD TR II

11.05%

Shares140.1K

Event2026-06-30

Filed2026-07-15

JTEK

J P MORGAN EXCHANGE TRADED F

-14.10%

Shares30.5K

Event2026-06-30

Filed2026-07-15

PJUN

INNOVATOR ETFS TRUST

12.49%

Shares78.4K

Event2026-06-30

Filed2026-07-15

ENERGY TRANSFER L P

56.24%

Shares175.7K

Event2026-06-30

Filed2026-07-15

COF

CAPITAL ONE FINL CORP

86.69%

Shares16.6K

Event2026-06-30

Filed2026-07-15

ADX

ADAMS DIVERSIFIED EQUITY FD

-8.99%

Shares129.2K

Event2026-06-30

Filed2026-07-15

XAGG

MORGAN STANLEY ETF TRUST

28.53%

Shares66.0K

Event2026-06-30

Filed2026-07-15

BSCX

INVESCO EXCH TRD SLF IDX FD

-24.32%

Shares155.5K

Event2026-06-30

Filed2026-07-15

MUB

ISHARES TR

49.84%

Shares30.4K

Event2026-06-30

Filed2026-07-15

GIGB

GOLDMAN SACHS ETF TR

39.13%

Shares70.6K

Event2026-06-30

Filed2026-07-15

SMB

VANECK ETF TRUST

316.92%

Shares185.4K

Event2026-06-30

Filed2026-07-15

GRNY

TIDAL TRUST I

23.23%

Shares115.7K

Event2026-06-30

Filed2026-07-15

IYZ

ISHARES TR

608.78%

Shares75.4K

Event2026-06-30

Filed2026-07-15

DLY

DOUBLELINE YIELD OPPORTUNITI

0.30%

Shares226.4K

Event2026-06-30

Filed2026-07-15

FTSM

FIRST TR EXCHANGE-TRADED FD

-0.49%

Shares52.9K

Event2026-06-30

Filed2026-07-15

BLACKROCK ETF TRUST

New

Shares112.1K

Event2026-06-30

Filed2026-07-15

GDLC

GRAYSCALE COINDESK CRYPTO

-15.63%

Shares119.0K

Event2026-06-30

Filed2026-07-15

MUU

DIREXION SHARES ETF TRUST

New

Shares3.0K

Event2026-06-30

Filed2026-07-15

FTGS

FIRST TR EXCHANGE-TRADED FD

15.06%

Shares84.4K

Event2026-06-30

Filed2026-07-15

QQEW

FIRST TR EXCHANGE-TRADED FD

-0.24%

Shares19.5K

Event2026-06-30

Filed2026-07-15

BLACKSTONE INC

24.17%

Shares26.2K

Event2026-06-30

Filed2026-07-15

PECO

PHILLIPS EDISON & CO INC

-2.32%

Shares73.3K

Event2026-06-30

Filed2026-07-15

BINC

BLACKROCK ETF TRUST II

5.57%

Shares58.1K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

14.09%

Shares8.8K

Event2026-06-30

Filed2026-07-15

VPU

VANGUARD WORLD FD

20.09%

Shares15.5K

Event2026-06-30

Filed2026-07-15

PDEC

INNOVATOR ETFS TRUST

1.27%

Shares66.0K

Event2026-06-30

Filed2026-07-15

TRFK

PACER FDS TR

25.41%

Shares28.3K

Event2026-06-30

Filed2026-07-15

SERVICENOW INC

201.24%

Shares30.4K

Event2026-06-30

Filed2026-07-15

CALAMOS ETF TR

New

Shares108.7K

Event2026-06-30

Filed2026-07-15

FIRST TR EXCHANGE TRADED FD

42.66%

Shares39.7K

Event2026-06-30

Filed2026-07-15

VGK

VANGUARD INTL EQUITY INDEX F

56.50%

Shares33.9K

Event2026-06-30

Filed2026-07-15

ETN

EATON CORP PLC

88.28%

Shares7.0K

Event2026-06-30

Filed2026-07-15

COWG

PACER FDS TR

11.00%

Shares74.4K

Event2026-06-30

Filed2026-07-15

ARM

ARM HOLDINGS PLC

-7.68%

Shares8.4K

Event2026-06-30

Filed2026-07-15

PFE

PFIZER INC

90.37%

Shares122.2K

Event2026-06-30

Filed2026-07-15

JCPB

J P MORGAN EXCHANGE TRADED F

17.83%

Shares61.5K

Event2026-06-30

Filed2026-07-15

VOE

VANGUARD INDEX FDS

62.96%

Shares14.4K

Event2026-06-30

Filed2026-07-15

NXTG

FIRST TR EXCHANGE-TRADED FD

0.18%

Shares18.6K

Event2026-06-30

Filed2026-07-15

IWY

ISHARES TR

27.30%

Shares9.7K

Event2026-06-30

Filed2026-07-15

IWP

ISHARES TR

76.55%

Shares19.1K

Event2026-06-30

Filed2026-07-15

TBIL

RBB FD INC

-3.61%

Shares56.1K

Event2026-06-30

Filed2026-07-15

TMO

THERMO FISHER SCIENTIFIC INC

28.99%

Shares5.6K

Event2026-06-30

Filed2026-07-15

IJAN

INNOVATOR ETFS TRUST

4.40%

Shares73.0K

Event2026-06-30

Filed2026-07-15

GENERAL DYNAMICS CORP

21.62%

Shares7.8K

Event2026-06-30

Filed2026-07-15

UPRO

PROSHARES TR

-3.16%

Shares19.6K

Event2026-06-30

Filed2026-07-15

ZSCALER INC

16.73%

Shares19.7K

Event2026-06-30

Filed2026-07-15

USFR

WISDOMTREE TR

-7.44%

Shares55.0K

Event2026-06-30

Filed2026-07-15

DOC

HEALTHPEAK PROPERTIES INC

-10.12%

Shares129.1K

Event2026-06-30

Filed2026-07-15

NEXTERA ENERGY INC

39.81%

Shares31.5K

Event2026-06-30

Filed2026-07-15

FIIG

FIRST TR EXCHANGE-TRADED FD

4.09%

Shares133.3K

Event2026-06-30

Filed2026-07-15

FEOE

RBB FUND TRUST

20.98%

Shares51.6K

Event2026-06-30

Filed2026-07-15

FIXD

FIRST TR EXCHNG TRADED FD VI

-20.25%

Shares63.1K

Event2026-06-30

Filed2026-07-15

BSTZ

BLACKROCK SCIENCE & TECHNOLO

45.01%

Shares91.5K

Event2026-06-30

Filed2026-07-15

SCHZ

SCHWAB STRATEGIC TR

1.51%

Shares117.1K

Event2026-06-30

Filed2026-07-15

QLC

FLEXSHARES TR

183.43%

Shares30.1K

Event2026-06-30

Filed2026-07-15

BITW

BITWISE 10 CRYPTO INDEX ETF

104.54%

Shares71.9K

Event2026-06-30

Filed2026-07-15

SCCO

SOUTHERN COPPER CORP

16.28%

Shares15.4K

Event2026-06-30

Filed2026-07-15

DIS

DISNEY WALT CO

24.61%

Shares27.7K

Event2026-06-30

Filed2026-07-15

PHILIP MORRIS INTL INC

3.40%

Shares14.5K

Event2026-06-30

Filed2026-07-15

CEFS

EXCHANGE LISTED FDS TR

-3.76%

Shares100.9K

Event2026-06-30

Filed2026-07-15

JPHY

J P MORGAN EXCHANGE TRADED F

New

Shares50.8K

Event2026-06-30

Filed2026-07-15

FDL

FIRST TR EXCHANGE-TRADED FD

5.83%

Shares52.6K

Event2026-06-30

Filed2026-07-15

SCHX

SCHWAB STRATEGIC TR

4.41%

Shares86.2K

Event2026-06-30

Filed2026-07-15

BUFF

INNOVATOR ETFS TRUST

423.23%

Shares47.9K

Event2026-06-30

Filed2026-07-15

VDE

VANGUARD WORLD FD

4.76%

Shares16.8K

Event2026-06-30

Filed2026-07-15

AT&T INC

-13.62%

Shares121.5K

Event2026-06-30

Filed2026-07-15

XOVR

ENTREPRENEURSHARES SERIES TR

New

Shares119.1K

Event2026-06-30

Filed2026-07-15

EMR

EMERSON ELEC CO

17.33%

Shares17.4K

Event2026-06-30

Filed2026-07-15

CGNG

CAPITAL GROUP NEW GEOGRAPHY

57.05%

Shares66.3K

Event2026-06-30

Filed2026-07-15

EDV

VANGUARD WORLD FD

New

Shares38.1K

Event2026-06-30

Filed2026-07-15

BXSL

BLACKSTONE SECD LENDING FD

30.12%

Shares104.5K

Event2026-06-30

Filed2026-07-15

NTRA

NATERA INC

164.44%

Shares9.1K

Event2026-06-30

Filed2026-07-15

XBI

SPDR SERIES TRUST

123.28%

Shares15.5K

Event2026-06-30

Filed2026-07-15

SHOP

SHOPIFY INC

68.93%

Shares21.4K

Event2026-06-30

Filed2026-07-15

FTAI

FTAI AVIATION LTD

13.26%

Shares9.0K

Event2026-06-30

Filed2026-07-15

TTM TECHNOLOGIES INC

-3.89%

Shares13.0K

Event2026-06-30

Filed2026-07-15

MORGAN STANLEY

41.34%

Shares11.6K

Event2026-06-30

Filed2026-07-15

CVS

CVS HEALTH CORP

82.09%

Shares23.5K

Event2026-06-30

Filed2026-07-15

FXZ

FIRST TR EXCHANGE-TRADED FD

123.35%

Shares30.5K

Event2026-06-30

Filed2026-07-15

IJUL

INNOVATOR ETFS TRUST

-1.96%

Shares67.1K

Event2026-06-30

Filed2026-07-15

BKIE

BNY MELLON ETF TRUST

-18.14%

Shares23.9K

Event2026-06-30

Filed2026-07-15

LMT

LOCKHEED MARTIN CORP

32.88%

Shares4.7K

Event2026-06-30

Filed2026-07-15

BSV

VANGUARD BD INDEX FDS

32.20%

Shares30.8K

Event2026-06-30

Filed2026-07-15

USA

LIBERTY ALL STAR EQUITY FD

-7.26%

Shares412.8K

Event2026-06-30

Filed2026-07-15

SDY

SPDR SERIES TRUST

10.40%

Shares15.7K

Event2026-06-30

Filed2026-07-15

CITIGROUP INC

31.07%

Shares17.1K

Event2026-06-30

Filed2026-07-15

CGCB

CAPITAL GRP FIXED INCM ETF T

1.69%

Shares90.9K

Event2026-06-30

Filed2026-07-15

FSSL

FS SPECIALTY LENDING FD

-16.12%

Shares212.9K

Event2026-06-30

Filed2026-07-15

SHW

SHERWIN WILLIAMS CO

43.57%

Shares6.9K

Event2026-06-30

Filed2026-07-15

IEZ

ISHARES TR

-5.86%

Shares87.3K

Event2026-06-30

Filed2026-07-15

BOTZ

GLOBAL X FDS

104.27%

Shares61.9K

Event2026-06-30

Filed2026-07-15

BUYW

NORTHERN LTS FD TR IV

9.20%

Shares160.7K

Event2026-06-30

Filed2026-07-15

ICAP

SERIES PORTFOLIOS TR

93.53%

Shares82.7K

Event2026-06-30

Filed2026-07-15

PKB

INVESCO EXCHANGE TRADED FD T

17.75%

Shares20.7K

Event2026-06-30

Filed2026-07-15

ISHARES TR

13.71%

Shares23.2K

Event2026-06-30

Filed2026-07-15

SANM

SANMINA CORP

130.77%

Shares9.0K

Event2026-06-30

Filed2026-07-15

FBCG

FIDELITY COVINGTON TRUST

-11.73%

Shares36.8K

Event2026-06-30

Filed2026-07-15

NKE

NIKE INC

133.76%

Shares55.5K

Event2026-06-30

Filed2026-07-15

CGBL

CAPITAL GROUP CORE BALANCED

48.74%

Shares59.5K

Event2026-06-30

Filed2026-07-15

NOBL

PROSHARES TR

113.64%

Shares40.1K

Event2026-06-30

Filed2026-07-15

BNDS

SERIES PORTFOLIOS TR

103.43%

Shares44.5K

Event2026-06-30

Filed2026-07-15

PSI

INVESCO EXCHANGE TRADED FD T

8.23%

Shares11.9K

Event2026-06-30

Filed2026-07-15

ADI

ANALOG DEVICES INC

87.11%

Shares5.6K

Event2026-06-30

Filed2026-07-15

WORLD GOLD TR

10.56%

Shares27.7K

Event2026-06-30

Filed2026-07-15

MDY

STATE STR SPDR S&P MIDCAP 40

16.05%

Shares3.1K

Event2026-06-30

Filed2026-07-15

HTGC

HERCULES CAPITAL INC

67.22%

Shares139.5K

Event2026-06-30

Filed2026-07-15

GBTC

GRAYSCALE BITCOIN TRUST ETF

-5.38%

Shares48.3K

Event2026-06-30

Filed2026-07-15

DIVO

AMPLIFY ETF TR

96.03%

Shares48.1K

Event2026-06-30

Filed2026-07-15

CGGO

CAPITAL GROUP GBL GROWTH EQT

-11.86%

Shares51.9K

Event2026-06-30

Filed2026-07-15

IJK

ISHARES TR

-81.49%

Shares18.6K

Event2026-06-30

Filed2026-07-15

ROKU

ROKU INC

-8.20%

Shares15.7K

Event2026-06-30

Filed2026-07-15

PJAN

INNOVATOR ETFS TRUST

-0.61%

Shares43.8K

Event2026-06-30

Filed2026-07-15

XME

SPDR SERIES TRUST

56.07%

Shares20.2K

Event2026-06-30

Filed2026-07-15

PRFZ

INVESCO EXCHANGE TRADED FD T

26.91%

Shares38.8K

Event2026-06-30

Filed2026-07-15

WCMI

FIRST TR EXCHANGE-TRADED FD

69.83%

Shares109.4K

Event2026-06-30

Filed2026-07-15

LMBS

FIRST TR EXCHANGE-TRADED FD

-10.77%

Shares42.9K

Event2026-06-30

Filed2026-07-15

BIZD

VANECK ETF TRUST

-84.23%

Shares167.3K

Event2026-06-30

Filed2026-07-15

CAH

CARDINAL HEALTH INC

77.80%

Shares8.8K

Event2026-06-30

Filed2026-07-15

FRDM

EA SERIES TRUST

67.17%

Shares28.8K

Event2026-06-30

Filed2026-07-15

OEF

ISHARES TR

33.46%

Shares5.7K

Event2026-06-30

Filed2026-07-15

PSFF

PACER FDS TR

30.43%

Shares61.0K

Event2026-06-30

Filed2026-07-15

PYLD

PIMCO ETF TR

1.24%

Shares78.9K

Event2026-06-30

Filed2026-07-15

KKR-PD

KKR & CO INC

New

Shares52.4K

Event2026-06-30

Filed2026-07-15

BUFY

FIRST TR EXCHNG TRADED FD VI

-0.06%

Shares89.1K

Event2026-06-30

Filed2026-07-15

PRN

INVESCO EXCHANGE TRADED FD T

New

Shares7.9K

Event2026-06-30

Filed2026-07-15

TDIV

FIRST TR EXCHANGE TRADED FD

6.49%

Shares17.9K

Event2026-06-30

Filed2026-07-15

WFC

WELLS FARGO & CO

15.21%

Shares24.7K

Event2026-06-30

Filed2026-07-15

DFUS

DIMENSIONAL ETF TRUST

4.36%

Shares24.8K

Event2026-06-30

Filed2026-07-15

KMB

KIMBERLY-CLARK CORP

263.72%

Shares18.5K

Event2026-06-30

Filed2026-07-15

BLACKROCK ETF TRUST II

New

Shares40.5K

Event2026-06-30

Filed2026-07-15

GOVT

ISHARES TR

58.15%

Shares89.0K

Event2026-06-30

Filed2026-07-15

TRIN

TRINITY CAP INC

78.37%

Shares113.1K

Event2026-06-30

Filed2026-07-15

PVAL

PUTNAM ETF TRUST

32.61%

Shares39.7K

Event2026-06-30

Filed2026-07-15

WELL

WELLTOWER INC

-26.42%

Shares8.9K

Event2026-06-30

Filed2026-07-15

NLY

ANNALY CAPITAL MANAGEMENT IN

-51.71%

Shares89.9K

Event2026-06-30

Filed2026-07-15

IYH

ISHARES TR

15.14%

Shares30.0K

Event2026-06-30

Filed2026-07-15

DBL

DOUBLELINE OPPORTUNISTIC CR

106.99%

Shares139.3K

Event2026-06-30

Filed2026-07-15

ABT

ABBOTT LABORATORIES

46.66%

Shares22.1K

Event2026-06-30

Filed2026-07-15

PFXF

VANECK ETF TRUST

0.27%

Shares110.7K

Event2026-06-30

Filed2026-07-15

BARRICK MNG CORP

-0.68%

Shares53.7K

Event2026-06-30

Filed2026-07-15

AGNG

GLOBAL X FDS

22.00%

Shares54.8K

Event2026-06-30

Filed2026-07-15

HPE

HEWLETT PACKARD ENTERPRISE C

139.72%

Shares43.5K

Event2026-06-30

Filed2026-07-15

VDC

VANGUARD WORLD FD

22.55%

Shares8.7K

Event2026-06-30

Filed2026-07-15

GAUG

FIRST TR EXCHNG TRADED FD VI

-0.87%

Shares47.1K

Event2026-06-30

Filed2026-07-15

VGIT

VANGUARD SCOTTSDALE FDS

-25.17%

Shares32.8K

Event2026-06-30

Filed2026-07-15

DASH

DOORDASH INC

11.41%

Shares10.4K

Event2026-06-30

Filed2026-07-15

VHT

VANGUARD WORLD FD

50.33%

Shares6.4K

Event2026-06-30

Filed2026-07-15

FLOT

ISHARES TR

19.39%

Shares37.3K

Event2026-06-30

Filed2026-07-15

QUANTA SVCS INC

73.36%

Shares2.6K

Event2026-06-30

Filed2026-07-15

PMMF

BLACKROCK ETF TRUST

New

Shares18.8K

Event2026-06-30

Filed2026-07-15

RIVIAN AUTOMOTIVE INC

66.09%

Shares108.7K

Event2026-06-30

Filed2026-07-15

AWF

ALLIANCEBERNSTEIN GLOBAL HIG

-5.12%

Shares181.3K

Event2026-06-30

Filed2026-07-15

GBIL

GOLDMAN SACHS ETF TR

0.03%

Shares18.6K

Event2026-06-30

Filed2026-07-15

OBDC

BLUE OWL CAPITAL CORPORATION

-2.68%

Shares169.3K

Event2026-06-30

Filed2026-07-15

HONEYWELL AEROSPACE INC

New

Shares8.3K

Event2026-06-30

Filed2026-07-15

AVUV

AMERICAN CENTY ETF TR

25.07%

Shares14.7K

Event2026-06-30

Filed2026-07-15

FMAY

FIRST TR EXCHNG TRADED FD VI

New

Shares32.7K

Event2026-06-30

Filed2026-07-15

JMST

J P MORGAN EXCHANGE TRADED F

160.72%

Shares35.9K

Event2026-06-30

Filed2026-07-15

HONEYWELL INTL INC

New

Shares8.2K

Event2026-06-30

Filed2026-07-15

XSD

SPDR SERIES TRUST

New

Shares2.9K

Event2026-06-30

Filed2026-07-15

3M CO

20.57%

Shares11.1K

Event2026-06-30

Filed2026-07-15

SECU

BLACKROCK ETF TRUST II

4.09%

Shares36.1K

Event2026-06-30

Filed2026-07-15

MXL

MAXLINEAR INC

New

Shares14.0K

Event2026-06-30

Filed2026-07-15

BKLN

INVESCO EXCH TRADED FD TR II

21.60%

Shares87.6K

Event2026-06-30

Filed2026-07-15

IWV

ISHARES TR

-1.85%

Shares4.2K

Event2026-06-30

Filed2026-07-15

GPIQ

GOLDMAN SACHS ETF TR

78.66%

Shares30.0K

Event2026-06-30

Filed2026-07-15

VTEB

VANGUARD MUN BD FDS

140.79%

Shares35.1K

Event2026-06-30

Filed2026-07-15

UPS

UNITED PARCEL SVCS INC

81.10%

Shares16.5K

Event2026-06-30

Filed2026-07-15

GNL

GLOBAL NET LEASE INC

-14.39%

Shares198.4K

Event2026-06-30

Filed2026-07-15

COHR

COHERENT CORP

276.07%

Shares4.5K

Event2026-06-30

Filed2026-07-15

IBUF

INNOVATOR ETFS TRUST

-0.54%

Shares55.8K

Event2026-06-30

Filed2026-07-15

BROS

DUTCH BROS INC

6.19%

Shares24.4K

Event2026-06-30

Filed2026-07-15

AXON

AXON ENTERPRISE INC

14.34%

Shares3.1K

Event2026-06-30

Filed2026-07-15

ISCG

ISHARES TR

23.69%

Shares26.6K

Event2026-06-30

Filed2026-07-15

HYTI

FIRST TR EXCHANGE-TRADED FD

-6.59%

Shares91.3K

Event2026-06-30

Filed2026-07-15

PSX

PHILLIPS 66

10.22%

Shares10.3K

Event2026-06-30

Filed2026-07-15

JBBB

JANUS DETROIT STR TR

-83.31%

Shares36.6K

Event2026-06-30

Filed2026-07-15

UNP

UNION PAC CORP

6.36%

Shares6.4K

Event2026-06-30

Filed2026-07-15

FTEC

FIDELITY COVINGTON TRUST

-0.03%

Shares6.0K

Event2026-06-30

Filed2026-07-15

EMB

ISHARES TR

-46.68%

Shares17.7K

Event2026-06-30

Filed2026-07-15

TLH

ISHARES TR

-18.25%

Shares16.9K

Event2026-06-30

Filed2026-07-15

URI

UNITED RENTALS INC

40.53%

Shares1.5K

Event2026-06-30

Filed2026-07-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available