Sponsored
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
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AAPL
-14.87%APPLE INC
Shares1.9M
Event2026-06-30
Filed2026-07-27
SPDR SERIES TRUST
19.44%SPDR SERIES TRUST
Shares6.0M
Event2026-06-30
Filed2026-07-27
NVDA
6.09%NVIDIA CORPORATION
Shares2.3M
Event2026-06-30
Filed2026-07-27
VANGUARD INDEX FDS
-1.72%VANGUARD INDEX FDS
Shares1.2M
Event2026-06-30
Filed2026-07-27
STATE STR SPDR S&P 500 ETF T
-3.15%STATE STR SPDR S&P 500 ETF T
Shares552.5K
Event2026-06-30
Filed2026-07-27
QQQ
4.92%INVESCO QQQ TR
Shares500.3K
Event2026-06-30
Filed2026-07-27
QQQM
22.91%INVESCO EXCH TRADED FD TR II
Shares1.1M
Event2026-06-30
Filed2026-07-27
SPYG
19.59%SPDR SERIES TRUST
Shares2.6M
Event2026-06-30
Filed2026-07-27
CGDV
56.16%CAPITAL GROUP DIVIDEND VALUE
Shares5.9M
Event2026-06-30
Filed2026-07-27
RDVY
22.88%FIRST TR EXCHANGE TRADED FD
Shares3.2M
Event2026-06-30
Filed2026-07-27
AMZN
1.03%AMAZON COM INC
Shares1.1M
Event2026-06-30
Filed2026-07-27
SPTM
-14.98%SPDR SERIES TRUST
Shares2.6M
Event2026-06-30
Filed2026-07-27
MSFT
-4.68%MICROSOFT CORP
Shares607.1K
Event2026-06-30
Filed2026-07-27
JBND
9.54%J P MORGAN EXCHANGE TRADED F
Shares3.9M
Event2026-06-30
Filed2026-07-27
XLK
-21.66%SELECT SECTOR SPDR TR
Shares997.9K
Event2026-06-30
Filed2026-07-27
SPYV
10.40%SPDR SERIES TRUST
Shares3.1M
Event2026-06-30
Filed2026-07-27
VOO
-21.71%VANGUARD INDEX FDS
Shares235.0K
Event2026-06-30
Filed2026-07-27
VTV
-35.73%VANGUARD INDEX FDS
Shares696.7K
Event2026-06-30
Filed2026-07-27
GOOGL
-4.53%ALPHABET INC
Shares407.8K
Event2026-06-30
Filed2026-07-27
BRK.B
-9.23%BERKSHIRE HATHAWAY INC DEL
Shares290.9K
Event2026-06-30
Filed2026-07-27
GOOG
-7.89%ALPHABET INC
Shares406.7K
Event2026-06-30
Filed2026-07-27
VIG
0.63%VANGUARD SPECIALIZED FUNDS
Shares597.4K
Event2026-06-30
Filed2026-07-27
IWF
315.81%ISHARES TR
Shares1.1M
Event2026-06-30
Filed2026-07-27
DFAC
5.85%DIMENSIONAL ETF TRUST
Shares3.0M
Event2026-06-30
Filed2026-07-27
VUG
201.58%VANGUARD INDEX FDS
Shares1.4M
Event2026-06-30
Filed2026-07-27
BUFR
2.30%FIRST TR EXCHNG TRADED FD VI
Shares3.3M
Event2026-06-30
Filed2026-07-27
DGRW
-16.05%WISDOMTREE TR
Shares1.2M
Event2026-06-30
Filed2026-07-27
JGRO
128.34%J P MORGAN EXCHANGE TRADED F
Shares1.1M
Event2026-06-30
Filed2026-07-27
SMH
0.92%VANECK ETF TRUST
Shares164.6K
Event2026-06-30
Filed2026-07-27
BROADCOM INC
-9.58%BROADCOM INC
Shares280.3K
Event2026-06-30
Filed2026-07-27
CGUS
11.15%CAPITAL GROUP CORE EQUITY ET
Shares2.4M
Event2026-06-30
Filed2026-07-27
JPMORGAN CHASE & CO
-16.15%JPMORGAN CHASE & CO
Shares306.4K
Event2026-06-30
Filed2026-07-27
TSLA
10.80%TESLA INC
Shares235.8K
Event2026-06-30
Filed2026-07-27
META PLATFORMS INC
1.94%META PLATFORMS INC
Shares174.2K
Event2026-06-30
Filed2026-07-27
CGGR
-1.80%CAPITAL GROUP GROWTH ETF
Shares2.1M
Event2026-06-30
Filed2026-07-27
SPDW
-10.57%SPDR INDEX SHS FDS
Shares1.8M
Event2026-06-30
Filed2026-07-27
MU
-5.48%MICRON TECHNOLOGY INC
Shares78.5K
Event2026-06-30
Filed2026-07-27
RSP
-20.16%INVESCO EXCHANGE TRADED FD T
Shares419.0K
Event2026-06-30
Filed2026-07-27
SPMO
-2.10%INVESCO EXCH TRADED FD TR II
Shares550.7K
Event2026-06-30
Filed2026-07-27
GLD
-23.15%SPDR GOLD TR
Shares237.5K
Event2026-06-30
Filed2026-07-27
AMD
43.30%ADVANCED MICRO DEVICES INC
Shares149.1K
Event2026-06-30
Filed2026-07-27
AVUV
291.10%AMERICAN CENTY ETF TR
Shares685.6K
Event2026-06-30
Filed2026-07-27
BIL
-0.60%SPDR SERIES TRUST
Shares881.4K
Event2026-06-30
Filed2026-07-27
DYNF
-5.07%BLACKROCK ETF TRUST
Shares1.2M
Event2026-06-30
Filed2026-07-27
USFR
-32.34%WISDOMTREE TR
Shares1.6M
Event2026-06-30
Filed2026-07-27
AVEM
61.59%AMERICAN CENTY ETF TR
Shares807.1K
Event2026-06-30
Filed2026-07-27
EXXON MOBIL CORP
-16.01%EXXON MOBIL CORP
Shares562.4K
Event2026-06-30
Filed2026-07-27
IWD
-7.19%ISHARES TR
Shares309.8K
Event2026-06-30
Filed2026-07-27
QGRW
-14.52%WISDOMTREE TR
Shares1.1M
Event2026-06-30
Filed2026-07-27
VB
-35.24%VANGUARD INDEX FDS
Shares237.9K
Event2026-06-30
Filed2026-07-27
SPEM
23.42%SPDR INDEX SHS FDS
Shares1.4M
Event2026-06-30
Filed2026-07-27
JNJ
-11.11%JOHNSON & JOHNSON
Shares277.7K
Event2026-06-30
Filed2026-07-27
FBND
1.36%FIDELITY MERRIMACK STR TR
Shares1.5M
Event2026-06-30
Filed2026-07-27
IJR
-11.85%ISHARES TR
Shares468.6K
Event2026-06-30
Filed2026-07-27
CAT
-22.83%CATERPILLAR INC
Shares65.2K
Event2026-06-30
Filed2026-07-27
VOOG
1007.96%VANGUARD ADMIRAL FDS INC
Shares832.4K
Event2026-06-30
Filed2026-07-27
XLI
-1.55%SELECT SECTOR SPDR TR
Shares370.6K
Event2026-06-30
Filed2026-07-27
IVW
-27.78%ISHARES TR
Shares497.1K
Event2026-06-30
Filed2026-07-27
JHMM
11.36%JOHN HANCOCK EXCHANGE TRADED
Shares911.0K
Event2026-06-30
Filed2026-07-27
IJH
-10.52%ISHARES TR
Shares870.0K
Event2026-06-30
Filed2026-07-27
MFSG
5825.58%MFS ACTIVE EXCHANGE TRADED F
Shares2.2M
Event2026-06-30
Filed2026-07-27
GTO
12.31%INVESCO ACTIVELY MANAGED EXC
Shares1.4M
Event2026-06-30
Filed2026-07-27
ITOT
30.18%ISHARES TR
Shares395.8K
Event2026-06-30
Filed2026-07-27
VXUS
-8.85%VANGUARD STAR FDS
Shares760.6K
Event2026-06-30
Filed2026-07-27
SPSM
16.08%SPDR SERIES TRUST
Shares1.1M
Event2026-06-30
Filed2026-07-27
JIRE
-21.22%J P MORGAN EXCHANGE TRADED F
Shares748.7K
Event2026-06-30
Filed2026-07-27
IWM
-12.02%ISHARES TR
Shares203.9K
Event2026-06-30
Filed2026-07-27
MINT
103.70%PIMCO ETF TR
Shares600.0K
Event2026-06-30
Filed2026-07-27
J P MORGAN EXCHANGE TRADED F
-0.98%J P MORGAN EXCHANGE TRADED F
Shares960.1K
Event2026-06-30
Filed2026-07-27
ABBVIE INC
-12.41%ABBVIE INC
Shares233.2K
Event2026-06-30
Filed2026-07-27
JIVE
103.04%J P MORGAN EXCHANGE TRADED F
Shares636.9K
Event2026-06-30
Filed2026-07-27
RWL
55.58%INVESCO EXCH TRADED FD TR II
Shares456.7K
Event2026-06-30
Filed2026-07-27
USMV
21.95%ISHARES TR
Shares600.9K
Event2026-06-30
Filed2026-07-27
VGT
681.92%VANGUARD WORLD FD
Shares483.6K
Event2026-06-30
Filed2026-07-27
VNLA
-16.97%JANUS DETROIT STR TR
Shares1.2M
Event2026-06-30
Filed2026-07-27
SDVY
-11.22%FIRST TR EXCHANGE TRADED FD
Shares1.3M
Event2026-06-30
Filed2026-07-27
DGRO
-22.71%ISHARES TR
Shares725.6K
Event2026-06-30
Filed2026-07-27
VO
223.44%VANGUARD INDEX FDS
Shares678.4K
Event2026-06-30
Filed2026-07-27
JSMD
553.22%JANUS DETROIT STR TR
Shares538.4K
Event2026-06-30
Filed2026-07-27
TBIL
4.43%RBB FD INC
Shares1.1M
Event2026-06-30
Filed2026-07-27
VYM
-11.46%VANGUARD WHITEHALL FDS
Shares338.8K
Event2026-06-30
Filed2026-07-27
VISA INC
-21.41%VISA INC
Shares153.7K
Event2026-06-30
Filed2026-07-27
SPMD
-8.02%SPDR SERIES TRUST
Shares778.4K
Event2026-06-30
Filed2026-07-27
FTCS
4.98%FIRST TR EXCHANGE-TRADED FD
Shares557.5K
Event2026-06-30
Filed2026-07-27
QUAL
-41.13%ISHARES TR
Shares238.3K
Event2026-06-30
Filed2026-07-27
EPS
-4.18%WISDOMTREE TR
Shares664.6K
Event2026-06-30
Filed2026-07-27
WMT
-42.26%WALMART INC
Shares453.6K
Event2026-06-30
Filed2026-07-27
TSM
-2.01%TAIWAN SEMICONDUCTOR MANUFAC
Shares106.4K
Event2026-06-30
Filed2026-07-27
DFUS
333.27%DIMENSIONAL ETF TRUST
Shares612.7K
Event2026-06-30
Filed2026-07-27
SPIB
2.42%SPDR SERIES TRUST
Shares1.5M
Event2026-06-30
Filed2026-07-27
SELECT SECTOR SPDR TR
-7.96%SELECT SECTOR SPDR TR
Shares1.1M
Event2026-06-30
Filed2026-07-27
JPST
-23.14%J P MORGAN EXCHANGE TRADED F
Shares986.8K
Event2026-06-30
Filed2026-07-27
FVD
45.04%FIRST TR EXCHANGE-TRADED FD
Shares1.0M
Event2026-06-30
Filed2026-07-27
JEPI
244.99%J P MORGAN EXCHANGE TRADED F
Shares875.3K
Event2026-06-30
Filed2026-07-27
PALANTIR TECHNOLOGIES INC
7.46%PALANTIR TECHNOLOGIES INC
Shares423.7K
Event2026-06-30
Filed2026-07-27
VCIT
-13.64%VANGUARD SCOTTSDALE FDS
Shares582.7K
Event2026-06-30
Filed2026-07-27
DIA
-19.59%STATE STR SPDR DOW JONES IND
Shares91.4K
Event2026-06-30
Filed2026-07-27
FDL
-20.51%FIRST TR EXCHANGE-TRADED FD
Shares969.8K
Event2026-06-30
Filed2026-07-27
JAVA
25.23%J P MORGAN EXCHANGE TRADED F
Shares591.1K
Event2026-06-30
Filed2026-07-27
JAAA
-12.36%JANUS DETROIT STR TR
Shares921.6K
Event2026-06-30
Filed2026-07-27
VFLO
10.01%VICTORY PORTFOLIOS II
Shares1.0M
Event2026-06-30
Filed2026-07-27
HEFA
1602.33%ISHARES TR
Shares965.3K
Event2026-06-30
Filed2026-07-27
XMMO
56.27%INVESCO EXCHANGE TRADED FD T
Shares266.1K
Event2026-06-30
Filed2026-07-27
DCOR
-17.33%DIMENSIONAL ETF TRUST
Shares544.1K
Event2026-06-30
Filed2026-07-27
SPHQ
33.78%INVESCO EXCHANGE TRADED FD T
Shares494.2K
Event2026-06-30
Filed2026-07-27
IWY
201.11%ISHARES TR
Shares152.8K
Event2026-06-30
Filed2026-07-27
VALQ
4.71%AMERICAN CENTY ETF TR
Shares634.1K
Event2026-06-30
Filed2026-07-27
IVE
-37.13%ISHARES TR
Shares190.5K
Event2026-06-30
Filed2026-07-27
COWZ
25.79%PACER FDS TR
Shares687.7K
Event2026-06-30
Filed2026-07-27
FFLC
6252.02%FIDELITY COVINGTON TRUST
Shares724.6K
Event2026-06-30
Filed2026-07-27
CIBR
-13.58%FIRST TR EXCHANGE-TRADED FD
Shares472.8K
Event2026-06-30
Filed2026-07-27
CROWDSTRIKE HLDGS INC
-3.96%CROWDSTRIKE HLDGS INC
Shares55.4K
Event2026-06-30
Filed2026-07-27
DFAI
-11.41%DIMENSIONAL ETF TRUST
Shares1.0M
Event2026-06-30
Filed2026-07-27
IEMG
-34.36%ISHARES INC
Shares503.4K
Event2026-06-30
Filed2026-07-27
CGXU
-20.16%CAPITAL GROUP INTL FOCUS EQT
Shares1.2M
Event2026-06-30
Filed2026-07-27
GEV
-4.36%GE VERNOVA INC
Shares35.1K
Event2026-06-30
Filed2026-07-27
PYLD
2.20%PIMCO ETF TR
Shares1.5M
Event2026-06-30
Filed2026-07-27
IUSG
1.72%ISHARES TR
Shares216.6K
Event2026-06-30
Filed2026-07-27
XLG
0.97%INVESCO EXCHANGE TRADED FD T
Shares664.3K
Event2026-06-30
Filed2026-07-27
TBLL
29.95%INVESCO EXCH TRADED FD TR II
Shares378.1K
Event2026-06-30
Filed2026-07-27
SCHD
-12.23%SCHWAB STRATEGIC TR
Shares1.3M
Event2026-06-30
Filed2026-07-27
ISHARES TR
-17.68%ISHARES TR
Shares398.2K
Event2026-06-30
Filed2026-07-27
CVX
-13.29%CHEVRON CORPORATION
Shares237.2K
Event2026-06-30
Filed2026-07-27
LRCX
22.47%LAM RESEARCH CORP
Shares89.9K
Event2026-06-30
Filed2026-07-27
DVY
16.48%ISHARES TR
Shares249.1K
Event2026-06-30
Filed2026-07-27
ISHARES TR
-13.86%ISHARES TR
Shares399.2K
Event2026-06-30
Filed2026-07-27
IBM
-19.95%INTERNATIONAL BUSINESS MACHS
Shares136.3K
Event2026-06-30
Filed2026-07-27
SPTI
11.01%SPDR SERIES TRUST
Shares1.3M
Event2026-06-30
Filed2026-07-27
HDV
429.59%ISHARES TR
Shares1.4M
Event2026-06-30
Filed2026-07-27
LVHI
-6.93%LEGG MASON ETF INVT
Shares907.7K
Event2026-06-30
Filed2026-07-27
SPYI
14.24%NEOS ETF TRUST
Shares685.6K
Event2026-06-30
Filed2026-07-27
XLV
-17.92%SELECT SECTOR SPDR TR
Shares228.8K
Event2026-06-30
Filed2026-07-27
SPGM
64.01%SPDR INDEX SHS FDS
Shares423.5K
Event2026-06-30
Filed2026-07-27
WTV
140.31%WISDOMTREE TR
Shares355.6K
Event2026-06-30
Filed2026-07-27
TCAF
-2.43%T ROWE PRICE EXCHANGE-TRADED
Shares877.3K
Event2026-06-30
Filed2026-07-27
SPLV
30.14%INVESCO EXCH TRADED FD TR II
Shares480.3K
Event2026-06-30
Filed2026-07-27
VEA
-63.26%VANGUARD TAX-MANAGED FDS
Shares495.8K
Event2026-06-30
Filed2026-07-27
SGOV
-38.04%ISHARES TR
Shares348.8K
Event2026-06-30
Filed2026-07-27
APPLIED MATLS INC
-0.65%APPLIED MATLS INC
Shares48.1K
Event2026-06-30
Filed2026-07-27
MDYG
-27.30%SPDR SERIES TRUST
Shares309.4K
Event2026-06-30
Filed2026-07-27
CGBL
53.27%CAPITAL GROUP CORE BALANCED
Shares905.9K
Event2026-06-30
Filed2026-07-27
MRK
-2.48%MERCK & CO INC
Shares266.6K
Event2026-06-30
Filed2026-07-27
CGGO
6.90%CAPITAL GROUP GBL GROWTH EQT
Shares796.6K
Event2026-06-30
Filed2026-07-27
PG
-37.49%PROCTER & GAMBLE CO
Shares228.2K
Event2026-06-30
Filed2026-07-27
XLF
-17.55%SELECT SECTOR SPDR TR
Shares618.5K
Event2026-06-30
Filed2026-07-27
IWB
112.66%ISHARES TR
Shares80.4K
Event2026-06-30
Filed2026-07-27
HD
-17.12%HOME DEPOT INC
Shares93.0K
Event2026-06-30
Filed2026-07-27
FDVV
-7.31%FIDELITY COVINGTON TRUST
Shares537.2K
Event2026-06-30
Filed2026-07-27
CISCO SYS INC
-25.13%CISCO SYS INC
Shares273.4K
Event2026-06-30
Filed2026-07-27
VGIT
-22.38%VANGUARD SCOTTSDALE FDS
Shares544.2K
Event2026-06-30
Filed2026-07-27
DLN
16.32%WISDOMTREE TR
Shares332.7K
Event2026-06-30
Filed2026-07-27
DIVO
5.98%AMPLIFY ETF TR
Shares699.6K
Event2026-06-30
Filed2026-07-27
SPAB
6.50%SPDR SERIES TRUST
Shares1.3M
Event2026-06-30
Filed2026-07-27
INTC
-14.03%INTEL CORP
Shares228.4K
Event2026-06-30
Filed2026-07-27
XSMO
247.76%INVESCO EXCHANGE TRADED FD T
Shares333.6K
Event2026-06-30
Filed2026-07-27
KO
-1.27%COCA COLA CO
Shares373.6K
Event2026-06-30
Filed2026-07-27
SHY
-17.75%ISHARES TR
Shares369.2K
Event2026-06-30
Filed2026-07-27
EQWL
-10.76%INVESCO EXCHANGE TRADED FD T
Shares232.2K
Event2026-06-30
Filed2026-07-27
AIRR
-11.09%FIRST TR EXCHANGE TRADED FD
Shares223.2K
Event2026-06-30
Filed2026-07-27
USTB
26.45%VICTORY PORTFOLIOS II
Shares587.3K
Event2026-06-30
Filed2026-07-27
BAC
2.71%BANK OF AMER CORP
Shares521.6K
Event2026-06-30
Filed2026-07-27
XLE
-45.83%SELECT SECTOR SPDR TR
Shares553.5K
Event2026-06-30
Filed2026-07-27
PULS
-37.02%PGIM ETF TR
Shares592.4K
Event2026-06-30
Filed2026-07-27
TMFC
1.66%RBB FD INC
Shares378.3K
Event2026-06-30
Filed2026-07-27
DE
-5.98%DEERE & CO
Shares45.2K
Event2026-06-30
Filed2026-07-27
BOND
14.91%PIMCO ETF TR
Shares310.2K
Event2026-06-30
Filed2026-07-27
DFAX
-33.08%DIMENSIONAL ETF TRUST
Shares771.7K
Event2026-06-30
Filed2026-07-27
LMBS
-2.60%FIRST TR EXCHANGE-TRADED FD
Shares569.2K
Event2026-06-30
Filed2026-07-27
TMB
NewTHORNBURG ETF TR
Shares1.1M
Event2026-06-30
Filed2026-07-27
MTUM
5.96%ISHARES TR
Shares82.5K
Event2026-06-30
Filed2026-07-27
XLC
-20.99%SELECT SECTOR SPDR TR
Shares262.1K
Event2026-06-30
Filed2026-07-27
HELO
56.93%J P MORGAN EXCHANGE TRADED F
Shares414.3K
Event2026-06-30
Filed2026-07-27
NETFLIX INC.
-4.56%NETFLIX INC.
Shares390.8K
Event2026-06-30
Filed2026-07-27
HGER
-18.63%HARBOR ETF TRUST
Shares938.7K
Event2026-06-30
Filed2026-07-27
PVAL
1246.16%PUTNAM ETF TRUST
Shares533.7K
Event2026-06-30
Filed2026-07-27
GE
-33.07%GE AEROSPACE
Shares71.9K
Event2026-06-30
Filed2026-07-27
QVML
-0.26%INVESCO EXCH TRADED FD TR II
Shares608.5K
Event2026-06-30
Filed2026-07-27
BAI
16.70%BLACKROCK ETF TRUST
Shares508.0K
Event2026-06-30
Filed2026-07-27
IUSV
10.69%ISHARES TR
Shares243.0K
Event2026-06-30
Filed2026-07-27
MOAT
-32.65%VANECK ETF TRUST
Shares255.3K
Event2026-06-30
Filed2026-07-27
RTX CORPORATION
-18.56%RTX CORPORATION
Shares139.6K
Event2026-06-30
Filed2026-07-27
PANW
-24.66%PALO ALTO NETWORKS INC
Shares77.3K
Event2026-06-30
Filed2026-07-27
SDY
52.43%SPDR SERIES TRUST
Shares173.0K
Event2026-06-30
Filed2026-07-27
TMSL
12.26%T ROWE PRICE EXCHANGE-TRADED
Shares584.8K
Event2026-06-30
Filed2026-07-27
GS
-5.78%GOLDMAN SACHS GROUP INC
Shares24.8K
Event2026-06-30
Filed2026-07-27
CWI
3.37%SPDR INDEX SHS FDS
Shares616.5K
Event2026-06-30
Filed2026-07-27
CGDG
-19.17%CAPITAL GROUP DIVIDEND GROWE
Shares668.1K
Event2026-06-30
Filed2026-07-27
DNL
7.91%WISDOMTREE TR
Shares541.9K
Event2026-06-30
Filed2026-07-27
FTSM
59.34%FIRST TR EXCHANGE-TRADED FD
Shares417.5K
Event2026-06-30
Filed2026-07-27
KSPY
107.99%KRANESHARES TRUST
Shares850.9K
Event2026-06-30
Filed2026-07-27
AVDE
-14.12%AMERICAN CENTY ETF TR
Shares278.6K
Event2026-06-30
Filed2026-07-27
BINC
-7.92%BLACKROCK ETF TRUST II
Shares474.2K
Event2026-06-30
Filed2026-07-27
XMHQ
-10.84%INVESCO EXCHANGE TRADED FD T
Shares219.8K
Event2026-06-30
Filed2026-07-27
SMLF
1.00%ISHARES TR
Shares277.5K
Event2026-06-30
Filed2026-07-27
BA
12.94%BOEING CO
Shares112.7K
Event2026-06-30
Filed2026-07-27
BX
-17.47%BLACKSTONE INC
Shares201.7K
Event2026-06-30
Filed2026-07-27
FTCB
6.88%FIRST TR EXCHANGE-TRADED FD
Shares1.1M
Event2026-06-30
Filed2026-07-27
IYW
-47.22%ISHARES TR
Shares93.1K
Event2026-06-30
Filed2026-07-27
VZ
1.14%VERIZON COMMUNICATIONS INC
Shares553.5K
Event2026-06-30
Filed2026-07-27
HEQT
29.96%SIMPLIFY EXCHANGE TRADED FUN
Shares698.2K
Event2026-06-30
Filed2026-07-27
UBER
-7.45%UBER TECHNOLOGIES INC
Shares319.6K
Event2026-06-30
Filed2026-07-27
EFA
4.13%ISHARES TR
Shares220.5K
Event2026-06-30
Filed2026-07-27
SLV
-23.98%ISHARES SILVER TR
Shares426.6K
Event2026-06-30
Filed2026-07-27
MRVL
-42.84%MARVELL TECHNOLOGY INC
Shares75.9K
Event2026-06-30
Filed2026-07-27
GOVI
190.48%INVESCO EXCH TRADED FD TR II
Shares824.4K
Event2026-06-30
Filed2026-07-27
SOXX
-11.13%ISHARES TR
Shares34.9K
Event2026-06-30
Filed2026-07-27
UNITEDHEALTH GROUP INC
-19.42%UNITEDHEALTH GROUP INC
Shares53.4K
Event2026-06-30
Filed2026-07-27
QEFA
8.35%SPDR INDEX SHS FDS
Shares229.4K
Event2026-06-30
Filed2026-07-27
GRID
-2.98%FIRST TR EXCHANGE-TRADED FD
Shares114.7K
Event2026-06-30
Filed2026-07-27
TDI
1819.82%TOUCHSTONE ETF TRUST
Shares484.6K
Event2026-06-30
Filed2026-07-27
NEXTERA ENERGY INC
-6.94%NEXTERA ENERGY INC
Shares247.3K
Event2026-06-30
Filed2026-07-27
SCHG
-29.96%SCHWAB STRATEGIC TR
Shares639.8K
Event2026-06-30
Filed2026-07-27
SPHD
17.12%INVESCO EXCH TRADED FD TR II
Shares424.9K
Event2026-06-30
Filed2026-07-27
QCOM
-21.94%QUALCOMM INC
Shares116.8K
Event2026-06-30
Filed2026-07-27
DEM
2192.17%WISDOMTREE TR
Shares399.3K
Event2026-06-30
Filed2026-07-27
CGCP
60.77%CAPITAL GRP FIXED INCM ETF T
Shares949.3K
Event2026-06-30
Filed2026-07-27
VXF
-6.62%VANGUARD INDEX FDS
Shares85.7K
Event2026-06-30
Filed2026-07-27
ARK ETF TR
5.20%ARK ETF TR
Shares260.9K
Event2026-06-30
Filed2026-07-27
VRT
-34.06%VERTIV HOLDINGS CO
Shares62.8K
Event2026-06-30
Filed2026-07-27
IXUS
-1.42%ISHARES TR
Shares220.0K
Event2026-06-30
Filed2026-07-27
AVLV
45.91%AMERICAN CENTY ETF TR
Shares230.0K
Event2026-06-30
Filed2026-07-27
DUHP
155.89%DIMENSIONAL ETF TRUST
Shares500.2K
Event2026-06-30
Filed2026-07-27
PWB
21.34%INVESCO EXCHANGE TRADED FD T
Shares123.7K
Event2026-06-30
Filed2026-07-27
MCD
-19.07%MCDONALDS CORP
Shares75.9K
Event2026-06-30
Filed2026-07-27
ICLO
123.08%INVESCO ACTIVELY MANAGED EXC
Shares798.3K
Event2026-06-30
Filed2026-07-27
ORACLE CORP
4.66%ORACLE CORP
Shares138.9K
Event2026-06-30
Filed2026-07-27
THRO
-7.33%BLACKROCK ETF TRUST
Shares469.9K
Event2026-06-30
Filed2026-07-27
AUSF
-1.03%GLOBAL X FDS
Shares413.4K
Event2026-06-30
Filed2026-07-27
BND
-41.16%VANGUARD BD INDEX FDS
Shares274.9K
Event2026-06-30
Filed2026-07-27
AMGN
0.19%AMGEN INC
Shares55.3K
Event2026-06-30
Filed2026-07-27
XLSR
243.13%SSGA ACTIVE TR
Shares307.8K
Event2026-06-30
Filed2026-07-27
CGMU
-20.48%CAPITAL GRP FIXED INCM ETF T
Shares722.5K
Event2026-06-30
Filed2026-07-27
SLYG
3.52%SPDR SERIES TRUST
Shares164.2K
Event2026-06-30
Filed2026-07-27
EMEQ
28.62%NOMURA ETF TR
Shares267.1K
Event2026-06-30
Filed2026-07-27
JMST
60.65%J P MORGAN EXCHANGE TRADED F
Shares381.5K
Event2026-06-30
Filed2026-07-27
ITA
37.65%ISHARES TR
Shares79.3K
Event2026-06-30
Filed2026-07-27
WASTE MGMT INC DEL
-11.82%WASTE MGMT INC DEL
Shares86.2K
Event2026-06-30
Filed2026-07-27
XLP
31.65%SELECT SECTOR SPDR TR
Shares230.3K
Event2026-06-30
Filed2026-07-27
BUFQ
133.34%FIRST TR EXCHNG TRADED FD VI
Shares485.4K
Event2026-06-30
Filed2026-07-27
ETN
-12.07%EATON CORP PLC
Shares44.5K
Event2026-06-30
Filed2026-07-27
IWR
4.41%ISHARES TR
Shares171.8K
Event2026-06-30
Filed2026-07-27
PAVE
-15.68%GLOBAL X FDS
Shares320.4K
Event2026-06-30
Filed2026-07-27
FV
-28.20%FIRST TR EXCHANGE TRADED FD
Shares248.7K
Event2026-06-30
Filed2026-07-27
IWX
-1.77%ISHARES TR
Shares179.3K
Event2026-06-30
Filed2026-07-27
C
-3.60%CITIGROUP INC
Shares134.6K
Event2026-06-30
Filed2026-07-27
QQQI
58.39%NEOS ETF TRUST
Shares329.0K
Event2026-06-30
Filed2026-07-27
OMFL
4.20%INVESCO EXCH TRD SLF IDX FD
Shares271.3K
Event2026-06-30
Filed2026-07-27
SPTS
-11.07%SPDR SERIES TRUST
Shares633.6K
Event2026-06-30
Filed2026-07-27
FWD
234.16%AB ACTIVE ETFS INC
Shares123.4K
Event2026-06-30
Filed2026-07-27
FEX
39.83%FIRST TR EXCHANGE-TRADED ALP
Shares130.5K
Event2026-06-30
Filed2026-07-27
MASTERCARD INCORPORATED
-18.20%MASTERCARD INCORPORATED
Shares35.1K
Event2026-06-30
Filed2026-07-27
WCMI
1325.83%FIRST TR EXCHANGE-TRADED FD
Shares921.7K
Event2026-06-30
Filed2026-07-27
QGRO
-15.19%AMERICAN CENTY ETF TR
Shares152.6K
Event2026-06-30
Filed2026-07-27
XNTK
20.19%SPDR SERIES TRUST
Shares46.0K
Event2026-06-30
Filed2026-07-27
RPG
34.04%INVESCO EXCHANGE TRADED FD T
Shares281.1K
Event2026-06-30
Filed2026-07-27
PFE
-5.71%PFIZER INC
Shares744.0K
Event2026-06-30
Filed2026-07-27
FENI
-1.20%FIDELITY COVINGTON TRUST
Shares445.6K
Event2026-06-30
Filed2026-07-27
RODM
-20.06%LATTICE STRATEGIES TR
Shares439.2K
Event2026-06-30
Filed2026-07-27
TLT
20.42%ISHARES TR
Shares204.1K
Event2026-06-30
Filed2026-07-27
PHYS
-8.58%SPROTT ASSET MANAGEMENT LP
Shares583.8K
Event2026-06-30
Filed2026-07-27
CGCB
11.60%CAPITAL GRP FIXED INCM ETF T
Shares666.9K
Event2026-06-30
Filed2026-07-27
IWP
-4.11%ISHARES TR
Shares118.8K
Event2026-06-30
Filed2026-07-27
VBK
-49.28%VANGUARD INDEX FDS
Shares47.4K
Event2026-06-30
Filed2026-07-27
IAU
-0.92%ISHARES GOLD TR
Shares228.9K
Event2026-06-30
Filed2026-07-27
IDMO
-8.33%INVESCO EXCH TRADED FD TR II
Shares285.3K
Event2026-06-30
Filed2026-07-27
ASML
-7.25%ASML HLDG NV
Shares8.6K
Event2026-06-30
Filed2026-07-27
UCON
29.14%FIRST TR EXCHNG TRADED FD VI
Shares679.7K
Event2026-06-30
Filed2026-07-27
TGRT
5.44%T ROWE PRICE EXCHANGE-TRADED
Shares369.5K
Event2026-06-30
Filed2026-07-27
PEP
-25.44%PEPSICO INC
Shares124.3K
Event2026-06-30
Filed2026-07-27
MFSV
-28.26%MFS ACTIVE EXCHANGE TRADED F
Shares588.6K
Event2026-06-30
Filed2026-07-27
DTCR
96.89%GLOBAL X FDS
Shares553.0K
Event2026-06-30
Filed2026-07-27
VWO
-63.34%VANGUARD INTL EQUITY INDEX F
Shares279.6K
Event2026-06-30
Filed2026-07-27
JHMB
-27.22%JOHN HANCOCK EXCHANGE TRADED
Shares758.5K
Event2026-06-30
Filed2026-07-27
MUB
-47.80%ISHARES TR
Shares154.1K
Event2026-06-30
Filed2026-07-27
JQUA
51.57%J P MORGAN EXCHANGE TRADED F
Shares227.6K
Event2026-06-30
Filed2026-07-27
MGV
2.06%VANGUARD WORLD FD
Shares99.9K
Event2026-06-30
Filed2026-07-27
TJX
-10.37%TJX COS INC NEW
Shares107.4K
Event2026-06-30
Filed2026-07-27
QTEC
-5.39%FIRST TR EXCHANGE-TRADED FD
Shares48.0K
Event2026-06-30
Filed2026-07-27
RWR
1.66%SPDR SERIES TRUST
Shares141.9K
Event2026-06-30
Filed2026-07-27
AXP
-10.99%AMERICAN EXPRESS CO
Shares47.4K
Event2026-06-30
Filed2026-07-27
INEQ
104.61%COLUMBIA ETF TR I
Shares414.7K
Event2026-06-30
Filed2026-07-27
SPMB
29.02%SPDR SERIES TRUST
Shares713.7K
Event2026-06-30
Filed2026-07-27
LMT
-19.14%LOCKHEED MARTIN CORP
Shares31.2K
Event2026-06-30
Filed2026-07-27
GLW
-38.60%CORNING INC
Shares61.9K
Event2026-06-30
Filed2026-07-27
BKDV
NewBNY MELLON ETF TRUST II
Shares471.4K
Event2026-06-30
Filed2026-07-27
ESGD
-15.79%ISHARES TR
Shares153.2K
Event2026-06-30
Filed2026-07-27
NLR
-8.63%VANECK ETF TRUST
Shares135.0K
Event2026-06-30
Filed2026-07-27
DELL
-46.82%DELL TECHNOLOGIES INC
Shares36.1K
Event2026-06-30
Filed2026-07-27
VOOV
-20.52%VANGUARD ADMIRAL FDS INC
Shares70.9K
Event2026-06-30
Filed2026-07-27
IMFL
-1.11%INVESCO EXCH TRD SLF IDX FD
Shares452.0K
Event2026-06-30
Filed2026-07-27
FLQM
-44.97%FRANKLIN TEMPLETON ETF TR
Shares267.1K
Event2026-06-30
Filed2026-07-27
DFGX
-10.80%DIMENSIONAL ETF TRUST
Shares287.5K
Event2026-06-30
Filed2026-07-27
VONG
-52.56%VANGUARD SCOTTSDALE FDS
Shares120.0K
Event2026-06-30
Filed2026-07-27
VUSB
2829.47%VANGUARD BD INDEX FDS
Shares306.9K
Event2026-06-30
Filed2026-07-27
CGMS
-27.76%CAPITAL GRP FIXED INCM ETF T
Shares556.6K
Event2026-06-30
Filed2026-07-27
DFAE
-24.33%DIMENSIONAL ETF TRUST
Shares377.0K
Event2026-06-30
Filed2026-07-27
ICSH
-34.99%ISHARES TR
Shares298.3K
Event2026-06-30
Filed2026-07-27
VV
14.80%VANGUARD INDEX FDS
Shares43.8K
Event2026-06-30
Filed2026-07-27
ET
6.03%ENERGY TRANSFER L P
Shares778.3K
Event2026-06-30
Filed2026-07-27
DFIV
162.59%DIMENSIONAL ETF TRUST
Shares274.7K
Event2026-06-30
Filed2026-07-27
PNC
-16.59%PNC FINL SVCS GROUP INC
Shares60.1K
Event2026-06-30
Filed2026-07-27
FLMI
64.94%FRANKLIN TEMPLETON ETF TR
Shares585.0K
Event2026-06-30
Filed2026-07-27
MS
-10.32%MORGAN STANLEY
Shares69.8K
Event2026-06-30
Filed2026-07-27
VOE
-75.06%VANGUARD INDEX FDS
Shares73.8K
Event2026-06-30
Filed2026-07-27
VHT
11.42%VANGUARD WORLD FD
Shares48.4K
Event2026-06-30
Filed2026-07-27
AVUS
101.44%AMERICAN CENTY ETF TR
Shares112.8K
Event2026-06-30
Filed2026-07-27
XME
34.10%SPDR SERIES TRUST
Shares135.1K
Event2026-06-30
Filed2026-07-27
DBEF
-5.19%DBX ETF TR
Shares263.2K
Event2026-06-30
Filed2026-07-27
GOVT
-18.06%ISHARES TR
Shares629.0K
Event2026-06-30
Filed2026-07-27
IVLU
8.70%ISHARES TR
Shares340.5K
Event2026-06-30
Filed2026-07-27
FTLS
56.37%FIRST TR EXCH TRADED FD III
Shares189.2K
Event2026-06-30
Filed2026-07-27
SEAGATE TECHNOLOGY HLDNGS PL
-14.34%SEAGATE TECHNOLOGY HLDNGS PL
Shares14.5K
Event2026-06-30
Filed2026-07-27
SERVICENOW INC
56.11%SERVICENOW INC
Shares140.5K
Event2026-06-30
Filed2026-07-27
VT
-45.21%VANGUARD INTL EQUITY INDEX F
Shares88.8K
Event2026-06-30
Filed2026-07-27
RLY
272.68%SSGA ACTIVE ETF TR
Shares401.5K
Event2026-06-30
Filed2026-07-27
SPSB
42.15%SPDR SERIES TRUST
Shares461.0K
Event2026-06-30
Filed2026-07-27
AGGH
NewSIMPLIFY EXCHANGE TRADED FUN
Shares683.2K
Event2026-06-30
Filed2026-07-27
CGNG
10.96%CAPITAL GROUP NEW GEOGRAPHY
Shares364.9K
Event2026-06-30
Filed2026-07-27
HYG
-26.65%ISHARES TR
Shares170.9K
Event2026-06-30
Filed2026-07-27
EPD
-7.88%ENTERPRISE PRODS PARTNERS L
Shares367.6K
Event2026-06-30
Filed2026-07-27
EZM
0.82%WISDOMTREE TR
Shares176.5K
Event2026-06-30
Filed2026-07-27
WFC
-30.36%WELLS FARGO & CO
Shares161.2K
Event2026-06-30
Filed2026-07-27
PPA
-34.92%INVESCO EXCHANGE TRADED FD T
Shares75.1K
Event2026-06-30
Filed2026-07-27
VCRB
4.21%VANGUARD MALVERN FDS
Shares171.6K
Event2026-06-30
Filed2026-07-27
RWJ
8.77%INVESCO EXCH TRADED FD TR II
Shares222.0K
Event2026-06-30
Filed2026-07-27
NOBL
85.19%PROSHARES TR
Shares231.5K
Event2026-06-30
Filed2026-07-27
VOT
-78.42%VANGUARD INDEX FDS
Shares42.0K
Event2026-06-30
Filed2026-07-27
FTA
-7.84%FIRST TR EXCHANGE-TRADED ALP
Shares132.9K
Event2026-06-30
Filed2026-07-27
WINN
-3.19%HARBOR ETF TRUST
Shares395.7K
Event2026-06-30
Filed2026-07-27
DIS
-17.05%DISNEY WALT CO
Shares132.9K
Event2026-06-30
Filed2026-07-27
BRK.A
-10.53%BERKSHIRE HATHAWAY INC DEL
Shares17
Event2026-06-30
Filed2026-07-27
XCEM
29.53%COLUMBIA ETF TR II
Shares239.4K
Event2026-06-30
Filed2026-07-27
CGIC
-29.68%CAPITAL GROUP INTERNATIONAL
Shares344.9K
Event2026-06-30
Filed2026-07-27
CGIE
-35.12%CAPITAL GROUP INTERNATIONAL
Shares339.2K
Event2026-06-30
Filed2026-07-27
KORP
1.46%AMERICAN CENTY ETF TR
Shares266.1K
Event2026-06-30
Filed2026-07-27
VBR
-49.76%VANGUARD INDEX FDS
Shares51.1K
Event2026-06-30
Filed2026-07-27
VTEB
12.50%VANGUARD MUN BD FDS
Shares244.0K
Event2026-06-30
Filed2026-07-27
KLAC
1171.06%KLA CORP
Shares40.8K
Event2026-06-30
Filed2026-07-27
DSI
-4.73%ISHARES TR
Shares85.8K
Event2026-06-30
Filed2026-07-27
TAXF
24.32%AMERICAN CENTY ETF TR
Shares239.5K
Event2026-06-30
Filed2026-07-27
IEI
9.15%ISHARES TR
Shares103.6K
Event2026-06-30
Filed2026-07-27
TXN
-43.71%TEXAS INSTRS INC
Shares40.7K
Event2026-06-30
Filed2026-07-27
IYG
-36.31%ISHARES TR
Shares133.1K
Event2026-06-30
Filed2026-07-27
PDI
-18.58%PIMCO DYNAMIC INCOME FD
Shares713.4K
Event2026-06-30
Filed2026-07-27
MFSB
1264.63%MFS ACTIVE EXCHANGE TRADED F
Shares476.9K
Event2026-06-30
Filed2026-07-27
VANECK ETF TRUST
-30.81%VANECK ETF TRUST
Shares156.3K
Event2026-06-30
Filed2026-07-27
HOLA
NewJ P MORGAN EXCHANGE TRADED F
Shares212.7K
Event2026-06-30
Filed2026-07-27
IAUI
2.24%NEOS ETF TRUST
Shares242.8K
Event2026-06-30
Filed2026-07-27
PTLC
6.51%PACER FDS TR
Shares200.4K
Event2026-06-30
Filed2026-07-27
QDPL
381.57%PACER FDS TR
Shares258.9K
Event2026-06-30
Filed2026-07-27
IJK
-1.08%ISHARES TR
Shares98.8K
Event2026-06-30
Filed2026-07-27
REGN
7.17%REGENERON PHARMACEUTICALS
Shares18.6K
Event2026-06-30
Filed2026-07-27
INFL
540.99%LISTED FDS TR
Shares229.6K
Event2026-06-30
Filed2026-07-27
CPAI
NewNORTHERN LTS FD TR III
Shares218.8K
Event2026-06-30
Filed2026-07-27
IGM
32.82%ISHARES TR
Shares69.5K
Event2026-06-30
Filed2026-07-27
ARTY
266.28%ISHARES TR
Shares148.9K
Event2026-06-30
Filed2026-07-27
JSML
0.55%JANUS DETROIT STR TR
Shares120.9K
Event2026-06-30
Filed2026-07-27
ISRG
18.61%INTUITIVE SURGICAL INC
Shares28.2K
Event2026-06-30
Filed2026-07-27
BMY
-27.66%BRISTOL-MYERS SQUIBB CO
Shares194.2K
Event2026-06-30
Filed2026-07-27
APPLOVIN CORP
63.07%APPLOVIN CORP
Shares21.6K
Event2026-06-30
Filed2026-07-27
MO
-21.64%ALTRIA GROUP INC
Shares154.1K
Event2026-06-30
Filed2026-07-27
FMDE
-25.31%FIDELITY COVINGTON TRUST
Shares272.9K
Event2026-06-30
Filed2026-07-27
BSV
-50.53%VANGUARD BD INDEX FDS
Shares141.8K
Event2026-06-30
Filed2026-07-27
PREF
236.38%PRINCIPAL EXCHANGE TRADED FD
Shares575.7K
Event2026-06-30
Filed2026-07-27
HOOD
33.34%ROBINHOOD MKTS INC
Shares109.3K
Event2026-06-30
Filed2026-07-27
PM
-32.60%PHILIP MORRIS INTL INC
Shares60.3K
Event2026-06-30
Filed2026-07-27
FIX
-12.18%COMFORT SYS USA INC
Shares5.5K
Event2026-06-30
Filed2026-07-27
VYMI
-8.79%VANGUARD WHITEHALL FDS
Shares110.1K
Event2026-06-30
Filed2026-07-27
SFLR
28.48%INNOVATOR ETFS TRUST
Shares280.1K
Event2026-06-30
Filed2026-07-27
RDVI
42.29%FIRST TR EXCHANGE-TRADED FD
Shares366.4K
Event2026-06-30
Filed2026-07-27
MBB
-50.62%ISHARES TR
Shares113.9K
Event2026-06-30
Filed2026-07-27
UPS
-27.13%UNITED PARCEL SVCS INC
Shares99.3K
Event2026-06-30
Filed2026-07-27
PAAA
32.15%PGIM ETF TR
Shares207.4K
Event2026-06-30
Filed2026-07-27
MAR
-28.72%MARRIOTT INTL INC NEW
Shares28.7K
Event2026-06-30
Filed2026-07-27
SPTL
-40.27%SPDR SERIES TRUST
Shares405.1K
Event2026-06-30
Filed2026-07-27
MDYV
19.43%SPDR SERIES TRUST
Shares111.7K
Event2026-06-30
Filed2026-07-27
IGV
11.34%ISHARES TR
Shares116.7K
Event2026-06-30
Filed2026-07-27
EVTR
55.59%MORGAN STANLEY ETF TRUST
Shares208.0K
Event2026-06-30
Filed2026-07-27
PGX
0.73%INVESCO EXCH TRADED FD TR II
Shares961.7K
Event2026-06-30
Filed2026-07-27
IEF
-3.35%ISHARES TR
Shares110.2K
Event2026-06-30
Filed2026-07-27
ACWI
-14.19%ISHARES TR
Shares66.4K
Event2026-06-30
Filed2026-07-27
FELG
7.18%FIDELITY COVINGTON TRUST
Shares236.9K
Event2026-06-30
Filed2026-07-27
VDC
-8.85%VANGUARD WORLD FD
Shares45.6K
Event2026-06-30
Filed2026-07-27
EMXC
-48.77%ISHARES INC
Shares100.5K
Event2026-06-30
Filed2026-07-27
ILCG
194.82%ISHARES TR
Shares87.6K
Event2026-06-30
Filed2026-07-27
AIQ
-30.50%GLOBAL X FDS
Shares156.3K
Event2026-06-30
Filed2026-07-27
YEAR
-34.46%AB ACTIVE ETFS INC
Shares203.4K
Event2026-06-30
Filed2026-07-27
T
-18.70%AT&T INC
Shares490.5K
Event2026-06-30
Filed2026-07-27
GSY
-29.80%INVESCO ACTIVELY MANAGED EXC
Shares200.9K
Event2026-06-30
Filed2026-07-27
BBUS
-26.55%J P MORGAN EXCHANGE TRADED F
Shares74.4K
Event2026-06-30
Filed2026-07-27
LOW
-35.63%LOWES COS INC
Shares45.1K
Event2026-06-30
Filed2026-07-27
RDDT
149.12%REDDIT INC
Shares57.1K
Event2026-06-30
Filed2026-07-27
TIP
1.19%ISHARES TR
Shares90.1K
Event2026-06-30
Filed2026-07-27
ARK ETF TR
6.29%ARK ETF TR
Shares74.5K
Event2026-06-30
Filed2026-07-27
BLACKROCK ETF TRUST
2945.49%BLACKROCK ETF TRUST
Shares347.5K
Event2026-06-30
Filed2026-07-27
BKGI
12.83%BNY MELLON ETF TRUST
Shares215.4K
Event2026-06-30
Filed2026-07-27
GTIP
-12.70%GOLDMAN SACHS ETF TR
Shares197.0K
Event2026-06-30
Filed2026-07-27
SNDK
12.89%SANDISK CORP
Shares4.2K
Event2026-06-30
Filed2026-07-27
OEF
-18.01%ISHARES TR
Shares26.3K
Event2026-06-30
Filed2026-07-27
JMEE
14.49%J P MORGAN EXCHANGE TRADED F
Shares123.1K
Event2026-06-30
Filed2026-07-27
CEF
-11.61%SPROTT ASSET MANAGEMENT LP
Shares238.6K
Event2026-06-30
Filed2026-07-27
HTRB
3.29%HARTFORD FDS EXCHANGE TRADED
Shares283.3K
Event2026-06-30
Filed2026-07-27
DUK
-14.54%DUKE ENERGY CORP NEW
Shares75.3K
Event2026-06-30
Filed2026-07-27
XLY
-15.52%SELECT SECTOR SPDR TR
Shares81.1K
Event2026-06-30
Filed2026-07-27
JPLD
2.05%J P MORGAN EXCHANGE TRADED F
Shares181.9K
Event2026-06-30
Filed2026-07-27
IRM
-11.94%IRON MTN INC DEL
Shares75.1K
Event2026-06-30
Filed2026-07-27
BKCH
-14.63%GLOBAL X FDS
Shares126.6K
Event2026-06-30
Filed2026-07-27
TFLO
-22.20%ISHARES TR
Shares185.6K
Event2026-06-30
Filed2026-07-27
VPU
-6.88%VANGUARD WORLD FD
Shares47.9K
Event2026-06-30
Filed2026-07-27
EMLP
0.03%FIRST TR EXCHANGE-TRADED FD
Shares215.2K
Event2026-06-30
Filed2026-07-27
HCRB
895.83%HARTFORD FDS EXCHANGE TRADED
Shares267.4K
Event2026-06-30
Filed2026-07-27
DAPP
-14.75%VANECK ETF TRUST
Shares482.5K
Event2026-06-30
Filed2026-07-27
IJS
137.40%ISHARES TR
Shares68.0K
Event2026-06-30
Filed2026-07-27
NEAR
-31.22%ISHARES U S ETF TR
Shares182.9K
Event2026-06-30
Filed2026-07-27
ANET
-11.63%ARISTA NETWORKS INC
Shares54.4K
Event2026-06-30
Filed2026-07-27
MEDTRONIC PLC
-24.01%MEDTRONIC PLC
Shares118.2K
Event2026-06-30
Filed2026-07-27
EMR
-7.60%EMERSON ELEC CO
Shares64.0K
Event2026-06-30
Filed2026-07-27
IXN
-2.32%ISHARES TR
Shares63.1K
Event2026-06-30
Filed2026-07-27
JMUB
-13.38%J P MORGAN EXCHANGE TRADED F
Shares179.8K
Event2026-06-30
Filed2026-07-27
SHOP
74.81%SHOPIFY INC
Shares79.5K
Event2026-06-30
Filed2026-07-27
EEM
-48.96%ISHARES TR
Shares132.4K
Event2026-06-30
Filed2026-07-27
AEP
6.38%AMERICAN ELEC PWR CO INC
Shares65.8K
Event2026-06-30
Filed2026-07-27
FLRN
4.48%SPDR SERIES TRUST
Shares291.7K
Event2026-06-30
Filed2026-07-27
BUFD
65.54%FIRST TR EXCHNG TRADED FD VI
Shares299.9K
Event2026-06-30
Filed2026-07-27
VLO
-29.25%VALERO ENERGY CORP
Shares34.2K
Event2026-06-30
Filed2026-07-27
KNG
9.39%FIRST TR EXCHANGE-TRADED FD
Shares175.7K
Event2026-06-30
Filed2026-07-27
PSI
-13.32%INVESCO EXCHANGE TRADED FD T
Shares47.2K
Event2026-06-30
Filed2026-07-27
GLTR
5.67%ABRDN PRECIOUS METALS BASKET
Shares48.9K
Event2026-06-30
Filed2026-07-27
GMUB
NewGOLDMAN SACHS ETF TR
Shares171.8K
Event2026-06-30
Filed2026-07-27
ABT
-20.55%ABBOTT LABORATORIES
Shares97.2K
Event2026-06-30
Filed2026-07-27
SCHM
-20.92%SCHWAB STRATEGIC TR
Shares239.0K
Event2026-06-30
Filed2026-07-27
CEG
-10.23%CONSTELLATION ENERGY CORP
Shares35.4K
Event2026-06-30
Filed2026-07-27
BLK
-31.55%BLACKROCK INC
Shares9.1K
Event2026-06-30
Filed2026-07-27
SLYV
-49.66%SPDR SERIES TRUST
Shares80.1K
Event2026-06-30
Filed2026-07-27
MGK
328.25%VANGUARD WORLD FD
Shares98.4K
Event2026-06-30
Filed2026-07-27
UNP
-30.92%UNION PAC CORP
Shares31.6K
Event2026-06-30
Filed2026-07-27
DUOL
19.12%DUOLINGO INC
Shares74.7K
Event2026-06-30
Filed2026-07-27
SBUX
-23.29%STARBUCKS CORP
Shares83.2K
Event2026-06-30
Filed2026-07-27
AFMC
27.65%FIRST TR EXCHNG TRADED FD VI
Shares207.2K
Event2026-06-30
Filed2026-07-27
MAIN
-4.61%MAIN STR CAP CORP
Shares162.5K
Event2026-06-30
Filed2026-07-27
VNQ
-29.75%VANGUARD INDEX FDS
Shares87.3K
Event2026-06-30
Filed2026-07-27
CGGE
32.69%CAPITAL GROUP GLOBAL EQUITY
Shares238.3K
Event2026-06-30
Filed2026-07-27
SCHO
15.88%SCHWAB STRATEGIC TR
Shares345.8K
Event2026-06-30
Filed2026-07-27
LIN
-22.30%LINDE PLC
Shares16.0K
Event2026-06-30
Filed2026-07-27
XSVM
6.36%INVESCO EXCHANGE TRADED FD T
Shares119.1K
Event2026-06-30
Filed2026-07-27
SOUTHERN CO
-13.93%SOUTHERN CO
Shares86.6K
Event2026-06-30
Filed2026-07-27
SPIP
8.10%SPDR SERIES TRUST
Shares322.2K
Event2026-06-30
Filed2026-07-27
CALF
57.97%PACER FDS TR
Shares163.1K
Event2026-06-30
Filed2026-07-27
XAR
7.09%SPDR SERIES TRUST
Shares29.0K
Event2026-06-30
Filed2026-07-27
IMCG
15.86%ISHARES TR
Shares83.5K
Event2026-06-30
Filed2026-07-27
DBMF
5.83%LITMAN GREGORY FDS TR
Shares268.0K
Event2026-06-30
Filed2026-07-27
HONEYWELL INTL INC
NewHONEYWELL INTL INC
Shares36.5K
Event2026-06-30
Filed2026-07-27
SKYY
-23.71%FIRST TR EXCHANGE-TRADED FD
Shares60.7K
Event2026-06-30
Filed2026-07-27
GPIX
70.20%GOLDMAN SACHS ETF TR
Shares146.2K
Event2026-06-30
Filed2026-07-27
ALPS ETF TR
-27.85%ALPS ETF TR
Shares156.0K
Event2026-06-30
Filed2026-07-27
WMB
-20.84%WILLIAMS COS INC
Shares108.6K
Event2026-06-30
Filed2026-07-27
BIV
-86.35%VANGUARD BD INDEX FDS
Shares105.2K
Event2026-06-30
Filed2026-07-27
DTH
NewWISDOMTREE TR
Shares148.9K
Event2026-06-30
Filed2026-07-27
FTSL
-33.71%FIRST TR EXCHANGE-TRADED FD
Shares179.0K
Event2026-06-30
Filed2026-07-27
MDB
542.40%MONGODB INC
Shares23.7K
Event2026-06-30
Filed2026-07-27
HONEYWELL AEROSPACE INC
NewHONEYWELL AEROSPACE INC
Shares35.9K
Event2026-06-30
Filed2026-07-27
MPC
-3.15%MARATHON PETE CORP
Shares31.0K
Event2026-06-30
Filed2026-07-27
BSCQ
-2.92%INVESCO EXCH TRD SLF IDX FD
Shares405.4K
Event2026-06-30
Filed2026-07-27
VFMO
4.85%VANGUARD WELLINGTON FD
Shares31.6K
Event2026-06-30
Filed2026-07-27
LPLA
-0.68%LPL FINL HLDGS INC
Shares28.0K
Event2026-06-30
Filed2026-07-27
MGC
45.64%VANGUARD WORLD FD
Shares28.6K
Event2026-06-30
Filed2026-07-27
NULG
31.44%NUSHARES ETF TR
Shares66.8K
Event2026-06-30
Filed2026-07-27
PFF
7.46%ISHARES TR
Shares254.2K
Event2026-06-30
Filed2026-07-27
LVHD
9.19%LEGG MASON ETF INVT
Shares175.8K
Event2026-06-30
Filed2026-07-27
APH
-5.70%AMPHENOL CORP
Shares43.5K
Event2026-06-30
Filed2026-07-27
VCSH
-49.86%VANGUARD SCOTTSDALE FDS
Shares97.0K
Event2026-06-30
Filed2026-07-27
RECS
-0.02%COLUMBIA ETF TR I
Shares176.4K
Event2026-06-30
Filed2026-07-27
TUSI
0.49%TOUCHSTONE ETF TRUST
Shares298.3K
Event2026-06-30
Filed2026-07-27
TENB
NewTENABLE HLDGS INC
Shares202.5K
Event2026-06-30
Filed2026-07-27
GD
-21.89%GENERAL DYNAMICS CORP
Shares21.0K
Event2026-06-30
Filed2026-07-27
SPGP
1.12%INVESCO EXCHANGE TRADED FD T
Shares60.7K
Event2026-06-30
Filed2026-07-27
COP
-10.51%CONOCOPHILLIPS
Shares70.8K
Event2026-06-30
Filed2026-07-27
BSCS
10.01%INVESCO EXCH TRD SLF IDX FD
Shares359.1K
Event2026-06-30
Filed2026-07-27
EFIV
-19.98%SPDR SERIES TRUST
Shares99.0K
Event2026-06-30
Filed2026-07-27
PINK
NewSIMPLIFY EXCHANGE TRADED FUN
Shares184.3K
Event2026-06-30
Filed2026-07-27
AGIX
963.99%KRANESHARES TRUST
Shares153.7K
Event2026-06-30
Filed2026-07-27
CGSD
-46.35%CAPITAL GRP FIXED INCM ETF T
Shares279.4K
Event2026-06-30
Filed2026-07-27
FDV
5.74%FEDERATED HERMES ETF TRUST
Shares228.7K
Event2026-06-30
Filed2026-07-27
PH
-2.24%PARKER-HANNIFIN CORP
Shares7.3K
Event2026-06-30
Filed2026-07-27
DHS
29.53%WISDOMTREE TR
Shares62.7K
Event2026-06-30
Filed2026-07-27
FCNCA
-3.09%FIRST CTZNS BANCSHARES INC D
Shares3.4K
Event2026-06-30
Filed2026-07-27
BSCR
6.28%INVESCO EXCH TRD SLF IDX FD
Shares361.3K
Event2026-06-30
Filed2026-07-27
PWV
-1.72%INVESCO EXCHANGE TRADED FD T
Shares93.3K
Event2026-06-30
Filed2026-07-27
EVSD
12.00%MORGAN STANLEY ETF TRUST
Shares137.8K
Event2026-06-30
Filed2026-07-27
VRP
59.90%INVESCO EXCH TRADED FD TR II
Shares287.5K
Event2026-06-30
Filed2026-07-27
JCPB
1248.42%J P MORGAN EXCHANGE TRADED F
Shares148.2K
Event2026-06-30
Filed2026-07-27
JMBS
452.11%JANUS DETROIT STR TR
Shares153.7K
Event2026-06-30
Filed2026-07-27
ADI
-24.26%ANALOG DEVICES INC
Shares17.4K
Event2026-06-30
Filed2026-07-27
GBIL
-68.60%GOLDMAN SACHS ETF TR
Shares68.8K
Event2026-06-30
Filed2026-07-27
CMI
-47.62%CUMMINS INC
Shares9.7K
Event2026-06-30
Filed2026-07-27
EVT
15.58%EATON VANCE TAX ADVT DIV INC
Shares247.1K
Event2026-06-30
Filed2026-07-27
JPEF
706.47%J P MORGAN EXCHANGE TRADED F
Shares85.1K
Event2026-06-30
Filed2026-07-27
CSD
23.18%INVESCO EXCHANGE TRADED FD T
Shares45.6K
Event2026-06-30
Filed2026-07-27
NOC
21.20%NORTHROP GRUMMAN CORP
Shares13.4K
Event2026-06-30
Filed2026-07-27
FANG
18.41%DIAMONDBACK ENERGY INC
Shares38.8K
Event2026-06-30
Filed2026-07-27
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available