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The Analysis of Gladstone Institutional Advisory LLC's Holdings & P&L

Currently, Gladstone Institutional Advisory LLC holds 892 types of securities in its portfolio with a total value $3.2B. In the most recent quarter, they have increased their positions in BUFR (+531.2K shares, valued at $19.4M), VUG (+161.7K shares, valued at $13.9M), VGT (+77.8K shares, valued at $9.3M); decreased their positions in SPYV (-86.7K shares, valued at $5.3M), N/A (-4.6K shares, valued at $3.5M), FBND (-75.2K shares, valued at $3.4M); initiated new positions in BALT (+95.9K shares, valued at $3.3M), N/A (+78.8K shares, valued at $2.7M), N/A (+92.4K shares, valued at $2.6M).

1M P&L

-23.6M-0.90%

3M P&L

+20.6M+0.80%

HY P&L

+69.2M+2.74%

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/A1.8B

68.8%

2Semiconductors140.7M

5.3%

3Consumer Electronics82.1M

3.1%

Top Industries by Stock Count

1N/A534 stocks

65.8%

2Semiconductors15 stocks

1.8%

3Utilities - Regulated Electric13 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION423.4K shares1.80%2026-06-302026-07-27

ISHARES TR ISHARES TR111.0K shares6.27%2026-06-302026-07-27

AAPL APPLE INC283.8K shares2.51%2026-06-302026-07-27

BUFR FIRST TR EXCHNG TRADED FD VI2.1M shares33.87%2026-06-302026-07-27

VOO VANGUARD INDEX FDS97.6K shares2.53%2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T73.3K shares-0.95%2026-06-302026-07-27

SPDR SERIES TRUST SPDR SERIES TRUST594.4K shares0.11%2026-06-302026-07-27

SPTI SPDR SERIES TRUST1.8M shares10.85%2026-06-302026-07-27

Sponsored

AMZN AMAZON COM INC200.3K shares-1.48%2026-06-302026-07-27

IVW ISHARES TR332.0K shares2.80%2026-06-302026-07-27

SPYG SPDR SERIES TRUST356.6K shares3.01%2026-06-302026-07-27

RDVY FIRST TR EXCHANGE TRADED FD520.5K shares2.94%2026-06-302026-07-27

MSFT MICROSOFT CORP102.7K shares1.89%2026-06-302026-07-27

SPYV SPDR SERIES TRUST590.7K shares-12.80%2026-06-302026-07-27

IJH ISHARES TR464.0K shares6.59%2026-06-302026-07-27

GOOGL ALPHABET INC94.0K shares1.75%2026-06-302026-07-27

Sponsored

IJR ISHARES TR220.2K shares1.34%2026-06-302026-07-27

PURECYCLE TECHNOLOGIES INC PURECYCLE TECHNOLOGIES INC3.6M shares8.63%2026-06-302026-07-27

GSY INVESCO ACTIVELY MANAGED EXC581.6K shares24.22%2026-06-302026-07-27

QQQM INVESCO EXCH TRADED FD TR II95.1K shares1.43%2026-06-302026-07-27

GSLC GOLDMAN SACHS ETF TR182.4K shares0.56%2026-06-302026-07-27

USFR WISDOMTREE TR492.8K shares-8.50%2026-06-302026-07-27

QQQ INVESCO QQQ TR33.6K shares3.72%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO72.9K shares0.54%2026-06-302026-07-27

Sponsored

LLY ELI LILLY & CO19.7K shares5.55%2026-06-302026-07-27

VIG VANGUARD SPECIALIZED FUNDS98.0K shares3.95%2026-06-302026-07-27

RECS COLUMBIA ETF TR I532.3K shares16.83%2026-06-302026-07-27

SCHX SCHWAB STRATEGIC TR773.7K shares-0.67%2026-06-302026-07-27

SPMD SPDR SERIES TRUST333.1K shares16.30%2026-06-302026-07-27

ISHARES TR ISHARES TR230.9K shares2.85%2026-06-302026-07-27

BROADCOM INC BROADCOM INC57.5K shares-0.96%2026-06-302026-07-27

OMFL INVESCO EXCH TRD SLF IDX FD312.5K shares-2.22%2026-06-302026-07-27

Sponsored

SPIB SPDR SERIES TRUST617.2K shares8.28%2026-06-302026-07-27

TE T1 ENERGY INC2.1M shares2.17%2026-06-302026-07-27

SPMB SPDR SERIES TRUST885.0K shares7.66%2026-06-302026-07-27

TSLA TESLA INC46.9K shares0.13%2026-06-302026-07-27

GOOG ALPHABET INC55.8K shares0.90%2026-06-302026-07-27

META PLATFORMS INC META PLATFORMS INC34.3K shares-11.67%2026-06-302026-07-27

QUAL ISHARES TR87.3K shares5.74%2026-06-302026-07-27

RSP INVESCO EXCHANGE TRADED FD T86.7K shares-6.54%2026-06-302026-07-27

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL35.5K shares-0.97%2026-06-302026-07-27

VTV VANGUARD INDEX FDS79.2K shares5.06%2026-06-302026-07-27

XLG INVESCO EXCHANGE TRADED FD T276.8K shares-4.06%2026-06-302026-07-27

VUG VANGUARD INDEX FDS193.2K shares512.86%2026-06-302026-07-27

XLK SELECT SECTOR SPDR TR86.5K shares22.11%2026-06-302026-07-27

GLD SPDR GOLD TR42.9K shares0.38%2026-06-302026-07-27

EXXON MOBIL CORP EXXON MOBIL CORP113.0K shares-5.17%2026-06-302026-07-27

AMD ADVANCED MICRO DEVICES INC26.2K shares-16.20%2026-06-302026-07-27

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS40.5K shares29.83%2026-06-302026-07-27

MU MICRON TECHNOLOGY INC12.5K shares30.69%2026-06-302026-07-27

BIL SPDR SERIES TRUST152.4K shares-11.27%2026-06-302026-07-27

CISCO SYS INC CISCO SYS INC116.8K shares-3.64%2026-06-302026-07-27

IVE ISHARES TR59.3K shares-0.06%2026-06-302026-07-27

JNJ JOHNSON & JOHNSON52.8K shares7.15%2026-06-302026-07-27

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC17.4K shares-20.86%2026-06-302026-07-27

XLI SELECT SECTOR SPDR TR69.8K shares18.33%2026-06-302026-07-27

Sponsored

DGRO ISHARES TR170.5K shares1.05%2026-06-302026-07-27

FBND FIDELITY MERRIMACK STR TR280.4K shares-21.15%2026-06-302026-07-27

PINK SIMPLIFY EXCHANGE TRADED FUN315.9K shares-8.95%2026-06-302026-07-27

SPSM SPDR SERIES TRUST206.8K shares1.56%2026-06-302026-07-27

GSIE GOLDMAN SACHS ETF TR252.1K shares1.19%2026-06-302026-07-27

WMT WALMART INC100.3K shares13.71%2026-06-302026-07-27

MRK MERCK & CO INC84.9K shares0.42%2026-06-302026-07-27

IWM ISHARES TR35.7K shares4.52%2026-06-302026-07-27

Sponsored

VGT VANGUARD WORLD FD88.8K shares704.72%2026-06-302026-07-27

CSX CSX CORP213.3K shares0.14%2026-06-302026-07-27

SCHV SCHWAB STRATEGIC TR287.0K shares11.83%2026-06-302026-07-27

VO VANGUARD INDEX FDS120.6K shares305.85%2026-06-302026-07-27

INTC INTEL CORP68.5K shares11.69%2026-06-302026-07-27

DIA STATE STR SPDR DOW JONES IND17.8K shares0.45%2026-06-302026-07-27

HFXI NEW YORK LIFE INVESTMENTS ET243.0K shares0.39%2026-06-302026-07-27

FEZ SPDR INDEX SHS FDS131.1K shares4.30%2026-06-302026-07-27

Sponsored

CVX CHEVRON CORPORATION53.1K shares-5.71%2026-06-302026-07-27

GS GOLDMAN SACHS GROUP INC8.3K shares0.29%2026-06-302026-07-27

FPE FIRST TR EXCH TRADED FD III467.1K shares3.49%2026-06-302026-07-27

ABBVIE INC ABBVIE INC33.1K shares-0.08%2026-06-302026-07-27

MINT PIMCO ETF TR82.6K shares-0.49%2026-06-302026-07-27

DXJ WISDOMTREE TR47.8K shares5.38%2026-06-302026-07-27

ILCB ISHARES TR79.1K shares-4.96%2026-06-302026-07-27

CAT CATERPILLAR INC7.7K shares-4.18%2026-06-302026-07-27

Sponsored

USMV ISHARES TR84.4K shares3.91%2026-06-302026-07-27

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION8.6K shares1.25%2026-06-302026-07-27

EMXC ISHARES INC78.2K shares5.37%2026-06-302026-07-27

OSEA HARBOR ETF TRUST261.3K shares8.90%2026-06-302026-07-27

IWD ISHARES TR32.4K shares7.20%2026-06-302026-07-27

BUFQ FIRST TR EXCHNG TRADED FD VI195.5K shares-0.11%2026-06-302026-07-27

VISA INC VISA INC22.1K shares-1.83%2026-06-302026-07-27

IBM INTERNATIONAL BUSINESS MACHS26.9K shares3.91%2026-06-302026-07-27

Sponsored

XLF SELECT SECTOR SPDR TR140.4K shares-15.29%2026-06-302026-07-27

IEMG ISHARES INC90.1K shares0.99%2026-06-302026-07-27

VLO VALERO ENERGY CORP28.4K shares3.35%2026-06-302026-07-27

XLV SELECT SECTOR SPDR TR45.9K shares44.10%2026-06-302026-07-27

FTGC FIRST TR EXCHANGE TRAD FD VI268.9K shares0.15%2026-06-302026-07-27

IWF ISHARES TR58.5K shares310.60%2026-06-302026-07-27

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F117.9K shares8.98%2026-06-302026-07-27

CGDV CAPITAL GROUP DIVIDEND VALUE145.8K shares6.92%2026-06-302026-07-27

Sponsored

DYNF BLACKROCK ETF TRUST102.8K shares1.69%2026-06-302026-07-27

AXP AMERICAN EXPRESS CO20.6K shares1.84%2026-06-302026-07-27

QDPL PACER FDS TR152.6K shares5.10%2026-06-302026-07-27

PG PROCTER & GAMBLE CO46.2K shares9.64%2026-06-302026-07-27

QUANTA SVCS INC QUANTA SVCS INC8.9K shares0.89%2026-06-302026-07-27

HWM HOWMET AEROSPACE INC23.7K shares6.81%2026-06-302026-07-27

MTUM ISHARES TR18.6K shares-0.13%2026-06-302026-07-27

QINT AMERICAN CENTY ETF TR91.2K shares14.74%2026-06-302026-07-27

Sponsored

RTX CORPORATION RTX CORPORATION33.3K shares2.04%2026-06-302026-07-27

WELL WELLTOWER INC27.4K shares5.97%2026-06-302026-07-27

MDYV SPDR SERIES TRUST65.4K shares0.33%2026-06-302026-07-27

GE GE AEROSPACE16.3K shares1.07%2026-06-302026-07-27

UITB VICTORY PORTFOLIOS II129.8K shares1.03%2026-06-302026-07-27

SCHG SCHWAB STRATEGIC TR177.3K shares18.55%2026-06-302026-07-27

KO COCA COLA CO73.5K shares0.26%2026-06-302026-07-27

IWP ISHARES TR40.6K shares-0.15%2026-06-302026-07-27

Sponsored

IMCB ISHARES TR60.1K shares-5.19%2026-06-302026-07-27

HD HOME DEPOT INC16.4K shares1.84%2026-06-302026-07-27

VSDA VICTORY PORTFOLIOS II98.2K shares0.91%2026-06-302026-07-27

DLN WISDOMTREE TR58.3K shares-0.84%2026-06-302026-07-27

BAC BANK OF AMER CORP97.9K shares8.89%2026-06-302026-07-27

GLTR ABRDN PRECIOUS METALS BASKET30.7K shares4.28%2026-06-302026-07-27

AVUV AMERICAN CENTY ETF TR44.0K shares-0.19%2026-06-302026-07-27

ORACLE CORP ORACLE CORP37.3K shares-0.71%2026-06-302026-07-27

Sponsored

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR118.9K shares13.25%2026-06-302026-07-27

RPV INVESCO EXCHANGE TRADED FD T47.3K shares0.29%2026-06-302026-07-27

IDEV ISHARES TR60.3K shares1.51%2026-06-302026-07-27

NEAR ISHARES U S ETF TR105.9K shares-0.20%2026-06-302026-07-27

PANW PALO ALTO NETWORKS INC15.7K shares4.23%2026-06-302026-07-27

PSX PHILLIPS 6631.4K shares-0.01%2026-06-302026-07-27

REGL PROSHARES TR57.8K shares1.87%2026-06-302026-07-27

VZ VERIZON COMMUNICATIONS INC124.8K shares-0.49%2026-06-302026-07-27

Sponsored

IBB ISHARES TR27.6K shares-5.08%2026-06-302026-07-27

UBER UBER TECHNOLOGIES INC71.0K shares-6.09%2026-06-302026-07-27

UNP UNION PAC CORP18.7K shares-0.88%2026-06-302026-07-27

APPLIED MATLS INC APPLIED MATLS INC7.0K shares13.15%2026-06-302026-07-27

BSCT INVESCO EXCH TRD SLF IDX FD268.4K shares2.02%2026-06-302026-07-27

MCD MCDONALDS CORP18.4K shares2.17%2026-06-302026-07-27

MASTERCARD INCORPORATED MASTERCARD INCORPORATED9.7K shares-5.87%2026-06-302026-07-27

GRID FIRST TR EXCHANGE-TRADED FD25.8K shares28.16%2026-06-302026-07-27

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP163.8K shares-4.25%2026-06-302026-07-27

GTO INVESCO ACTIVELY MANAGED EXC105.3K shares13.77%2026-06-302026-07-27

SCHD SCHWAB STRATEGIC TR154.1K shares7.42%2026-06-302026-07-27

BSCU INVESCO EXCH TRD SLF IDX FD292.6K shares2.08%2026-06-302026-07-27

MDYG SPDR SERIES TRUST43.3K shares-0.02%2026-06-302026-07-27

SDVY FIRST TR EXCHANGE TRADED FD111.9K shares-0.82%2026-06-302026-07-27

MCK MCKESSON CORP6.4K shares23.44%2026-06-302026-07-27

SPDW SPDR INDEX SHS FDS95.2K shares15.25%2026-06-302026-07-27

Sponsored

MOAT VANECK ETF TRUST45.9K shares-8.44%2026-06-302026-07-27

IOO ISHARES TR34.8K shares2.52%2026-06-302026-07-27

NETFLIX INC. NETFLIX INC.66.3K shares1.14%2026-06-302026-07-27

GDEC FIRST TR EXCHNG TRADED FD VI118.2K shares-1.25%2026-06-302026-07-27

SLYG SPDR SERIES TRUST39.5K shares9.38%2026-06-302026-07-27

GSEW GOLDMAN SACHS ETF TR49.8K shares2.62%2026-06-302026-07-27

CNEQ THE ALGER ETF TRUST113.7K shares94.32%2026-06-302026-07-27

VWO VANGUARD INTL EQUITY INDEX F77.8K shares12.61%2026-06-302026-07-27

Sponsored

GEM GOLDMAN SACHS ETF TR88.3K shares0.06%2026-06-302026-07-27

XAR SPDR SERIES TRUST16.1K shares11.50%2026-06-302026-07-27

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC39.1K shares-35.96%2026-06-302026-07-27

FTSM FIRST TR EXCHANGE-TRADED FD75.4K shares-5.91%2026-06-302026-07-27

XLC SELECT SECTOR SPDR TR42.0K shares2.41%2026-06-302026-07-27

SLYV SPDR SERIES TRUST41.0K shares13.91%2026-06-302026-07-27

MAR MARRIOTT INTL INC NEW12.1K shares3.60%2026-06-302026-07-27

OEF ISHARES TR12.1K shares-1.28%2026-06-302026-07-27

Sponsored

SPEM SPDR INDEX SHS FDS85.7K shares10.26%2026-06-302026-07-27

OUNZ VANECK MERK GOLD ETF111.9K shares2.44%2026-06-302026-07-27

WFC WELLS FARGO & CO52.1K shares7.56%2026-06-302026-07-27

CIBR FIRST TR EXCHANGE-TRADED FD47.4K shares5.04%2026-06-302026-07-27

SERVICENOW INC SERVICENOW INC42.4K shares7.33%2026-06-302026-07-27

JAVA J P MORGAN EXCHANGE TRADED F53.0K shares7.47%2026-06-302026-07-27

XLRE SELECT SECTOR SPDR TR95.3K shares-3.21%2026-06-302026-07-27

GOVI INVESCO EXCH TRADED FD TR II153.9K shares363.76%2026-06-302026-07-27

Sponsored

HEDG SERIES PORTFOLIOS TR138.3K shares1.44%2026-06-302026-07-27

NEXTERA ENERGY INC NEXTERA ENERGY INC46.8K shares2.53%2026-06-302026-07-27

XLB SELECT SECTOR SPDR TR80.7K shares31.55%2026-06-302026-07-27

VCIT VANGUARD SCOTTSDALE FDS49.6K shares2.14%2026-06-302026-07-27

EQIN COLUMBIA ETF TR I79.3K shares6.48%2026-06-302026-07-27

VB VANGUARD INDEX FDS13.3K shares17.86%2026-06-302026-07-27

VEA VANGUARD TAX-MANAGED FDS56.4K shares1.70%2026-06-302026-07-27

LIN LINDE PLC7.7K shares90.17%2026-06-302026-07-27

Sponsored

HDV ISHARES TR143.3K shares410.98%2026-06-302026-07-27

BMY BRISTOL-MYERS SQUIBB CO67.9K shares0.53%2026-06-302026-07-27

TLT ISHARES TR45.2K shares-4.33%2026-06-302026-07-27

PM PHILIP MORRIS INTL INC21.2K shares0.31%2026-06-302026-07-27

VFH VANGUARD WORLD FD29.0K shares-7.72%2026-06-302026-07-27

ITOT ISHARES TR22.9K shares-2.77%2026-06-302026-07-27

XLE SELECT SECTOR SPDR TR70.6K shares-28.30%2026-06-302026-07-27

LVHI LEGG MASON ETF INVT92.3K shares9.89%2026-06-302026-07-27

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-06-302026-07-27

VHT VANGUARD WORLD FD12.5K shares2.67%2026-06-302026-07-27

BA BOEING CO17.2K shares-17.76%2026-06-302026-07-27

GEV GE VERNOVA INC3.2K shares22.10%2026-06-302026-07-27

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC8.9K shares-6.19%2026-06-302026-07-27

IWR ISHARES TR33.5K shares-1.38%2026-06-302026-07-27

LRCX LAM RESEARCH CORP8.5K shares20.46%2026-06-302026-07-27

VOOG VANGUARD ADMIRAL FDS INC44.2K shares526.68%2026-06-302026-07-27

Sponsored

GPIX GOLDMAN SACHS ETF TR65.4K shares14.50%2026-06-302026-07-27

TSM TAIWAN SEMICONDUCTOR MANUFAC7.3K shares-4.99%2026-06-302026-07-27

DNP DNP SELECT INCOME FD INC320.1K shares-4.54%2026-06-302026-07-27

BND VANGUARD BD INDEX FDS46.5K shares0.93%2026-06-302026-07-27

AIRR FIRST TR EXCHANGE TRADED FD25.6K shares5.80%2026-06-302026-07-27

IXN ISHARES TR23.5K shares-22.26%2026-06-302026-07-27

IXUS ISHARES TR35.5K shares-2.23%2026-06-302026-07-27

JHMB JOHN HANCOCK EXCHANGE TRADED153.9K shares19.24%2026-06-302026-07-27

Sponsored

RPG INVESCO EXCHANGE TRADED FD T52.2K shares4.62%2026-06-302026-07-27

EEM ISHARES TR48.6K shares-4.35%2026-06-302026-07-27

CSHI NEOS ETF TRUST66.5K shares-14.30%2026-06-302026-07-27

RSPT INVESCO EXCHANGE TRADED FD T51.2K shares327.68%2026-06-302026-07-27

BALT INNOVATOR ETFS TRUST95.9K sharesnew addition2026-06-302026-07-27

UPS UNITED PARCEL SVCS INC30.4K shares1.25%2026-06-302026-07-27

C CITIGROUP INC23.1K shares0.34%2026-06-302026-07-27

BSCQ INVESCO EXCH TRD SLF IDX FD165.2K shares0.88%2026-06-302026-07-27

Sponsored

JQUA J P MORGAN EXCHANGE TRADED F44.6K shares-0.83%2026-06-302026-07-27

BK BANK OF NY MELLON CORP22.3K shares-0.25%2026-06-302026-07-27

ADI ANALOG DEVICES INC8.1K shares3.09%2026-06-302026-07-27

UTES ETFIS SER TR I39.2K shares0.77%2026-06-302026-07-27

VT VANGUARD INTL EQUITY INDEX F20.4K shares7.52%2026-06-302026-07-27

WISDOMTREE TR WISDOMTREE TR42.7K shares-0.72%2026-06-302026-07-27

LRGE LEGG MASON ETF INVT36.7K shares-0.04%2026-06-302026-07-27

VBK VANGUARD INDEX FDS8.5K shares0.56%2026-06-302026-07-27

Sponsored

WSM WILLIAMS SONOMA INC13.3K shares0.38%2026-06-302026-07-27

XLY SELECT SECTOR SPDR TR26.2K shares143.33%2026-06-302026-07-27

KNG FIRST TR EXCHANGE-TRADED FD60.5K shares7.44%2026-06-302026-07-27

RDVI FIRST TR EXCHANGE-TRADED FD103.9K shares6.74%2026-06-302026-07-27

ZALT INNOVATOR ETFS TRUST90.1K shares-30.96%2026-06-302026-07-27

PEP PEPSICO INC22.4K shares2.33%2026-06-302026-07-27

VOE VANGUARD INDEX FDS15.1K shares2.25%2026-06-302026-07-27

BSCR INVESCO EXCH TRD SLF IDX FD149.7K shares2.35%2026-06-302026-07-27

Sponsored

IBKR INTERACTIVE BROKERS GROUP IN33.7K shares6.43%2026-06-302026-07-27

DIS DISNEY WALT CO30.4K shares-2.32%2026-06-302026-07-27

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MS MORGAN STANLEY13.1K shares4.47%2026-06-302026-07-27

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MODL VICTORY PORTFOLIOS II52.2K shares4.83%2026-06-302026-07-27

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IWB ISHARES TR6.5K shares180.89%2026-06-302026-07-27

FTCS FIRST TR EXCHANGE-TRADED FD28.0K shares0.27%2026-06-302026-07-27

FLEX FLEX LTD16.1K shares283.14%2026-06-302026-07-27

COP CONOCOPHILLIPS25.0K shares2.37%2026-06-302026-07-27

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SPHY SPDR SERIES TRUST106.5K shares4.90%2026-06-302026-07-27

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LGOV FIRST TR EXCHANGE-TRADED FD113.8K shares-20.91%2026-06-302026-07-27

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AMGN AMGEN INC6.7K shares-2.49%2026-06-302026-07-27

FTXL FIRST TR EXCHANGE TRADED FD8.5K shares-0.74%2026-06-302026-07-27

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TTEQ T ROWE PRICE EXCHANGE-TRADED52.9K shares22.62%2026-06-302026-07-27

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TDVI FIRST TR EXCHANGE-TRADED FD66.5K shares-0.96%2026-06-302026-07-27

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MGNR AMERICAN BEACON SELECT FUNDS33.2K shares30.94%2026-06-302026-07-27

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VRT VERTIV HOLDINGS CO2.4K shares24.01%2026-06-302026-07-27

WASTE MGMT INC DEL WASTE MGMT INC DEL3.6K shares49.61%2026-06-302026-07-27

VUSB VANGUARD BD INDEX FDS16.1K shares-0.46%2026-06-302026-07-27

LHX L3HARRIS TECHNOLOGIES INC2.7K shares9.08%2026-06-302026-07-27

IMCG ISHARES TR8.0K shares0.74%2026-06-302026-07-27

FREL FIDELITY COVINGTON TRUST27.0K shares7.15%2026-06-302026-07-27

DHR DANAHER CORP DEL4.1K shares-1.64%2026-06-302026-07-27

CIPHER DIGITAL INC CIPHER DIGITAL INC32.1K shares-31.39%2026-06-302026-07-27

Sponsored

RING ISHARES INC12.2K shares-2.05%2026-06-302026-07-27

KXI ISHARES TR11.6K shares6.79%2026-06-302026-07-27

FTSL FIRST TR EXCHANGE-TRADED FD17.5K shares-3.66%2026-06-302026-07-27

JSMD JANUS DETROIT STR TR7.7K shares-7.42%2026-06-302026-07-27

ONEQ FIDELITY COMWLTH TR7.5K shares2.44%2026-06-302026-07-27

THRO BLACKROCK ETF TRUST17.9K shares-8.50%2026-06-302026-07-27

ITW ILLINOIS TOOL WKS INC2.8K shares54.45%2026-06-302026-07-27

IWL ISHARES TR4.2K shares9.30%2026-06-302026-07-27

Sponsored

MELI MERCADOLIBRE INC445 shares108.92%2026-06-302026-07-27

SCIO FIRST TR EXCHANGE-TRADED FD36.3K shares10.98%2026-06-302026-07-27

VV VANGUARD INDEX FDS2.2K shares-4.39%2026-06-302026-07-27

RSPN INVESCO EXCHANGE TRADED FD T11.7K sharesnew addition2026-06-302026-07-27

FNCL FIDELITY COVINGTON TRUST9.6K shares11.97%2026-06-302026-07-27

PLD PROLOGIS INC.5.4K shares16.82%2026-06-302026-07-27

PYPL PAYPAL HLDGS INC16.9K shares-1.15%2026-06-302026-07-27

SHOP SHOPIFY INC6.4K shares-9.99%2026-06-302026-07-27

Sponsored

SPYI NEOS ETF TRUST13.7K shares2.45%2026-06-302026-07-27

MDLZ MONDELEZ INTL INC12.6K shares6.74%2026-06-302026-07-27

NBIS NEBIUS GROUP N.V.2.6K sharesnew addition2026-06-302026-07-27

FTLS FIRST TR EXCH TRADED FD III9.8K shares0.00%2026-06-302026-07-27

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD7.7K shares48.93%2026-06-302026-07-27

DES WISDOMTREE TR17.6K shares2.72%2026-06-302026-07-27

MBB ISHARES TR7.6K shares-4.76%2026-06-302026-07-27

HONEYWELL INTL INC HONEYWELL INTL INC3.2K sharesnew addition2026-06-302026-07-27

Sponsored

GPCR STRUCTURE THERAPEUTICS INC13.3K sharesnew addition2026-06-302026-07-27

GIL GILDAN ACTIVEWEAR INC13.8K shares5.14%2026-06-302026-07-27

FBT FIRST TR EXCHANGE-TRADED FD2.8K shares-2.74%2026-06-302026-07-27

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.2K sharesnew addition2026-06-302026-07-27

NVDA

NVIDIA CORPORATION

1.80%

Shares423.4K

Event2026-06-30

Filed2026-07-27

ISHARES TR

6.27%

Shares111.0K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

2.51%

Shares283.8K

Event2026-06-30

Filed2026-07-27

BUFR

FIRST TR EXCHNG TRADED FD VI

33.87%

Shares2.1M

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

2.53%

Shares97.6K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

-0.95%

Shares73.3K

Event2026-06-30

Filed2026-07-27

SPDR SERIES TRUST

0.11%

Shares594.4K

Event2026-06-30

Filed2026-07-27

SPTI

SPDR SERIES TRUST

10.85%

Shares1.8M

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

-1.48%

Shares200.3K

Event2026-06-30

Filed2026-07-27

IVW

ISHARES TR

2.80%

Shares332.0K

Event2026-06-30

Filed2026-07-27

SPYG

SPDR SERIES TRUST

3.01%

Shares356.6K

Event2026-06-30

Filed2026-07-27

RDVY

FIRST TR EXCHANGE TRADED FD

2.94%

Shares520.5K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

1.89%

Shares102.7K

Event2026-06-30

Filed2026-07-27

SPYV

SPDR SERIES TRUST

-12.80%

Shares590.7K

Event2026-06-30

Filed2026-07-27

IJH

ISHARES TR

6.59%

Shares464.0K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

1.75%

Shares94.0K

Event2026-06-30

Filed2026-07-27

IJR

ISHARES TR

1.34%

Shares220.2K

Event2026-06-30

Filed2026-07-27

PURECYCLE TECHNOLOGIES INC

8.63%

Shares3.6M

Event2026-06-30

Filed2026-07-27

GSY

INVESCO ACTIVELY MANAGED EXC

24.22%

Shares581.6K

Event2026-06-30

Filed2026-07-27

QQQM

INVESCO EXCH TRADED FD TR II

1.43%

Shares95.1K

Event2026-06-30

Filed2026-07-27

GSLC

GOLDMAN SACHS ETF TR

0.56%

Shares182.4K

Event2026-06-30

Filed2026-07-27

USFR

WISDOMTREE TR

-8.50%

Shares492.8K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

3.72%

Shares33.6K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

0.54%

Shares72.9K

Event2026-06-30

Filed2026-07-27

LLY

ELI LILLY & CO

5.55%

Shares19.7K

Event2026-06-30

Filed2026-07-27

VIG

VANGUARD SPECIALIZED FUNDS

3.95%

Shares98.0K

Event2026-06-30

Filed2026-07-27

RECS

COLUMBIA ETF TR I

16.83%

Shares532.3K

Event2026-06-30

Filed2026-07-27

SCHX

SCHWAB STRATEGIC TR

-0.67%

Shares773.7K

Event2026-06-30

Filed2026-07-27

SPMD

SPDR SERIES TRUST

16.30%

Shares333.1K

Event2026-06-30

Filed2026-07-27

ISHARES TR

2.85%

Shares230.9K

Event2026-06-30

Filed2026-07-27

BROADCOM INC

-0.96%

Shares57.5K

Event2026-06-30

Filed2026-07-27

OMFL

INVESCO EXCH TRD SLF IDX FD

-2.22%

Shares312.5K

Event2026-06-30

Filed2026-07-27

SPIB

SPDR SERIES TRUST

8.28%

Shares617.2K

Event2026-06-30

Filed2026-07-27

T1 ENERGY INC

2.17%

Shares2.1M

Event2026-06-30

Filed2026-07-27

SPMB

SPDR SERIES TRUST

7.66%

Shares885.0K

Event2026-06-30

Filed2026-07-27

TSLA

TESLA INC

0.13%

Shares46.9K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

0.90%

Shares55.8K

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC

-11.67%

Shares34.3K

Event2026-06-30

Filed2026-07-27

QUAL

ISHARES TR

5.74%

Shares87.3K

Event2026-06-30

Filed2026-07-27

RSP

INVESCO EXCHANGE TRADED FD T

-6.54%

Shares86.7K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.97%

Shares35.5K

Event2026-06-30

Filed2026-07-27

VTV

VANGUARD INDEX FDS

5.06%

Shares79.2K

Event2026-06-30

Filed2026-07-27

XLG

INVESCO EXCHANGE TRADED FD T

-4.06%

Shares276.8K

Event2026-06-30

Filed2026-07-27

VUG

VANGUARD INDEX FDS

512.86%

Shares193.2K

Event2026-06-30

Filed2026-07-27

XLK

SELECT SECTOR SPDR TR

22.11%

Shares86.5K

Event2026-06-30

Filed2026-07-27

GLD

SPDR GOLD TR

0.38%

Shares42.9K

Event2026-06-30

Filed2026-07-27

EXXON MOBIL CORP

-5.17%

Shares113.0K

Event2026-06-30

Filed2026-07-27

AMD

ADVANCED MICRO DEVICES INC

-16.20%

Shares26.2K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

29.83%

Shares40.5K

Event2026-06-30

Filed2026-07-27

MICRON TECHNOLOGY INC

30.69%

Shares12.5K

Event2026-06-30

Filed2026-07-27

BIL

SPDR SERIES TRUST

-11.27%

Shares152.4K

Event2026-06-30

Filed2026-07-27

CISCO SYS INC

-3.64%

Shares116.8K

Event2026-06-30

Filed2026-07-27

IVE

ISHARES TR

-0.06%

Shares59.3K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

7.15%

Shares52.8K

Event2026-06-30

Filed2026-07-27

CROWDSTRIKE HLDGS INC

-20.86%

Shares17.4K

Event2026-06-30

Filed2026-07-27

XLI

SELECT SECTOR SPDR TR

18.33%

Shares69.8K

Event2026-06-30

Filed2026-07-27

DGRO

ISHARES TR

1.05%

Shares170.5K

Event2026-06-30

Filed2026-07-27

FBND

FIDELITY MERRIMACK STR TR

-21.15%

Shares280.4K

Event2026-06-30

Filed2026-07-27

PINK

SIMPLIFY EXCHANGE TRADED FUN

-8.95%

Shares315.9K

Event2026-06-30

Filed2026-07-27

SPSM

SPDR SERIES TRUST

1.56%

Shares206.8K

Event2026-06-30

Filed2026-07-27

GSIE

GOLDMAN SACHS ETF TR

1.19%

Shares252.1K

Event2026-06-30

Filed2026-07-27

WMT

WALMART INC

13.71%

Shares100.3K

Event2026-06-30

Filed2026-07-27

MRK

MERCK & CO INC

0.42%

Shares84.9K

Event2026-06-30

Filed2026-07-27

IWM

ISHARES TR

4.52%

Shares35.7K

Event2026-06-30

Filed2026-07-27

VGT

VANGUARD WORLD FD

704.72%

Shares88.8K

Event2026-06-30

Filed2026-07-27

CSX

CSX CORP

0.14%

Shares213.3K

Event2026-06-30

Filed2026-07-27

SCHV

SCHWAB STRATEGIC TR

11.83%

Shares287.0K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

305.85%

Shares120.6K

Event2026-06-30

Filed2026-07-27

INTC

INTEL CORP

11.69%

Shares68.5K

Event2026-06-30

Filed2026-07-27

DIA

STATE STR SPDR DOW JONES IND

0.45%

Shares17.8K

Event2026-06-30

Filed2026-07-27

HFXI

NEW YORK LIFE INVESTMENTS ET

0.39%

Shares243.0K

Event2026-06-30

Filed2026-07-27

FEZ

SPDR INDEX SHS FDS

4.30%

Shares131.1K

Event2026-06-30

Filed2026-07-27

CVX

CHEVRON CORPORATION

-5.71%

Shares53.1K

Event2026-06-30

Filed2026-07-27

GOLDMAN SACHS GROUP INC

0.29%

Shares8.3K

Event2026-06-30

Filed2026-07-27

FPE

FIRST TR EXCH TRADED FD III

3.49%

Shares467.1K

Event2026-06-30

Filed2026-07-27

ABBVIE INC

-0.08%

Shares33.1K

Event2026-06-30

Filed2026-07-27

MINT

PIMCO ETF TR

-0.49%

Shares82.6K

Event2026-06-30

Filed2026-07-27

DXJ

WISDOMTREE TR

5.38%

Shares47.8K

Event2026-06-30

Filed2026-07-27

ILCB

ISHARES TR

-4.96%

Shares79.1K

Event2026-06-30

Filed2026-07-27

CAT

CATERPILLAR INC

-4.18%

Shares7.7K

Event2026-06-30

Filed2026-07-27

USMV

ISHARES TR

3.91%

Shares84.4K

Event2026-06-30

Filed2026-07-27

COSTCO WHOLESALE CORPORATION

1.25%

Shares8.6K

Event2026-06-30

Filed2026-07-27

EMXC

ISHARES INC

5.37%

Shares78.2K

Event2026-06-30

Filed2026-07-27

OSEA

HARBOR ETF TRUST

8.90%

Shares261.3K

Event2026-06-30

Filed2026-07-27

IWD

ISHARES TR

7.20%

Shares32.4K

Event2026-06-30

Filed2026-07-27

BUFQ

FIRST TR EXCHNG TRADED FD VI

-0.11%

Shares195.5K

Event2026-06-30

Filed2026-07-27

VISA INC

-1.83%

Shares22.1K

Event2026-06-30

Filed2026-07-27

IBM

INTERNATIONAL BUSINESS MACHS

3.91%

Shares26.9K

Event2026-06-30

Filed2026-07-27

XLF

SELECT SECTOR SPDR TR

-15.29%

Shares140.4K

Event2026-06-30

Filed2026-07-27

IEMG

ISHARES INC

0.99%

Shares90.1K

Event2026-06-30

Filed2026-07-27

VLO

VALERO ENERGY CORP

3.35%

Shares28.4K

Event2026-06-30

Filed2026-07-27

XLV

SELECT SECTOR SPDR TR

44.10%

Shares45.9K

Event2026-06-30

Filed2026-07-27

FTGC

FIRST TR EXCHANGE TRAD FD VI

0.15%

Shares268.9K

Event2026-06-30

Filed2026-07-27

IWF

ISHARES TR

310.60%

Shares58.5K

Event2026-06-30

Filed2026-07-27

J P MORGAN EXCHANGE TRADED F

8.98%

Shares117.9K

Event2026-06-30

Filed2026-07-27

CGDV

CAPITAL GROUP DIVIDEND VALUE

6.92%

Shares145.8K

Event2026-06-30

Filed2026-07-27

DYNF

BLACKROCK ETF TRUST

1.69%

Shares102.8K

Event2026-06-30

Filed2026-07-27

AXP

AMERICAN EXPRESS CO

1.84%

Shares20.6K

Event2026-06-30

Filed2026-07-27

QDPL

PACER FDS TR

5.10%

Shares152.6K

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO

9.64%

Shares46.2K

Event2026-06-30

Filed2026-07-27

QUANTA SVCS INC

0.89%

Shares8.9K

Event2026-06-30

Filed2026-07-27

HWM

HOWMET AEROSPACE INC

6.81%

Shares23.7K

Event2026-06-30

Filed2026-07-27

MTUM

ISHARES TR

-0.13%

Shares18.6K

Event2026-06-30

Filed2026-07-27

QINT

AMERICAN CENTY ETF TR

14.74%

Shares91.2K

Event2026-06-30

Filed2026-07-27

RTX CORPORATION

2.04%

Shares33.3K

Event2026-06-30

Filed2026-07-27

WELL

WELLTOWER INC

5.97%

Shares27.4K

Event2026-06-30

Filed2026-07-27

MDYV

SPDR SERIES TRUST

0.33%

Shares65.4K

Event2026-06-30

Filed2026-07-27

GE AEROSPACE

1.07%

Shares16.3K

Event2026-06-30

Filed2026-07-27

UITB

VICTORY PORTFOLIOS II

1.03%

Shares129.8K

Event2026-06-30

Filed2026-07-27

SCHG

SCHWAB STRATEGIC TR

18.55%

Shares177.3K

Event2026-06-30

Filed2026-07-27

COCA COLA CO

0.26%

Shares73.5K

Event2026-06-30

Filed2026-07-27

IWP

ISHARES TR

-0.15%

Shares40.6K

Event2026-06-30

Filed2026-07-27

IMCB

ISHARES TR

-5.19%

Shares60.1K

Event2026-06-30

Filed2026-07-27

HOME DEPOT INC

1.84%

Shares16.4K

Event2026-06-30

Filed2026-07-27

VSDA

VICTORY PORTFOLIOS II

0.91%

Shares98.2K

Event2026-06-30

Filed2026-07-27

DLN

WISDOMTREE TR

-0.84%

Shares58.3K

Event2026-06-30

Filed2026-07-27

BAC

BANK OF AMER CORP

8.89%

Shares97.9K

Event2026-06-30

Filed2026-07-27

GLTR

ABRDN PRECIOUS METALS BASKET

4.28%

Shares30.7K

Event2026-06-30

Filed2026-07-27

AVUV

AMERICAN CENTY ETF TR

-0.19%

Shares44.0K

Event2026-06-30

Filed2026-07-27

ORACLE CORP

-0.71%

Shares37.3K

Event2026-06-30

Filed2026-07-27

SELECT SECTOR SPDR TR

13.25%

Shares118.9K

Event2026-06-30

Filed2026-07-27

RPV

INVESCO EXCHANGE TRADED FD T

0.29%

Shares47.3K

Event2026-06-30

Filed2026-07-27

IDEV

ISHARES TR

1.51%

Shares60.3K

Event2026-06-30

Filed2026-07-27

NEAR

ISHARES U S ETF TR

-0.20%

Shares105.9K

Event2026-06-30

Filed2026-07-27

PANW

PALO ALTO NETWORKS INC

4.23%

Shares15.7K

Event2026-06-30

Filed2026-07-27

PSX

PHILLIPS 66

-0.01%

Shares31.4K

Event2026-06-30

Filed2026-07-27

REGL

PROSHARES TR

1.87%

Shares57.8K

Event2026-06-30

Filed2026-07-27

VERIZON COMMUNICATIONS INC

-0.49%

Shares124.8K

Event2026-06-30

Filed2026-07-27

IBB

ISHARES TR

-5.08%

Shares27.6K

Event2026-06-30

Filed2026-07-27

UBER

UBER TECHNOLOGIES INC

-6.09%

Shares71.0K

Event2026-06-30

Filed2026-07-27

UNP

UNION PAC CORP

-0.88%

Shares18.7K

Event2026-06-30

Filed2026-07-27

APPLIED MATLS INC

13.15%

Shares7.0K

Event2026-06-30

Filed2026-07-27

BSCT

INVESCO EXCH TRD SLF IDX FD

2.02%

Shares268.4K

Event2026-06-30

Filed2026-07-27

MCD

MCDONALDS CORP

2.17%

Shares18.4K

Event2026-06-30

Filed2026-07-27

MASTERCARD INCORPORATED

-5.87%

Shares9.7K

Event2026-06-30

Filed2026-07-27

GRID

FIRST TR EXCHANGE-TRADED FD

28.16%

Shares25.8K

Event2026-06-30

Filed2026-07-27

PHYS

SPROTT ASSET MANAGEMENT LP

-4.25%

Shares163.8K

Event2026-06-30

Filed2026-07-27

GTO

INVESCO ACTIVELY MANAGED EXC

13.77%

Shares105.3K

Event2026-06-30

Filed2026-07-27

SCHD

SCHWAB STRATEGIC TR

7.42%

Shares154.1K

Event2026-06-30

Filed2026-07-27

BSCU

INVESCO EXCH TRD SLF IDX FD

2.08%

Shares292.6K

Event2026-06-30

Filed2026-07-27

MDYG

SPDR SERIES TRUST

-0.02%

Shares43.3K

Event2026-06-30

Filed2026-07-27

SDVY

FIRST TR EXCHANGE TRADED FD

-0.82%

Shares111.9K

Event2026-06-30

Filed2026-07-27

MCK

MCKESSON CORP

23.44%

Shares6.4K

Event2026-06-30

Filed2026-07-27

SPDW

SPDR INDEX SHS FDS

15.25%

Shares95.2K

Event2026-06-30

Filed2026-07-27

MOAT

VANECK ETF TRUST

-8.44%

Shares45.9K

Event2026-06-30

Filed2026-07-27

IOO

ISHARES TR

2.52%

Shares34.8K

Event2026-06-30

Filed2026-07-27

NETFLIX INC.

1.14%

Shares66.3K

Event2026-06-30

Filed2026-07-27

GDEC

FIRST TR EXCHNG TRADED FD VI

-1.25%

Shares118.2K

Event2026-06-30

Filed2026-07-27

SLYG

SPDR SERIES TRUST

9.38%

Shares39.5K

Event2026-06-30

Filed2026-07-27

GSEW

GOLDMAN SACHS ETF TR

2.62%

Shares49.8K

Event2026-06-30

Filed2026-07-27

CNEQ

THE ALGER ETF TRUST

94.32%

Shares113.7K

Event2026-06-30

Filed2026-07-27

VWO

VANGUARD INTL EQUITY INDEX F

12.61%

Shares77.8K

Event2026-06-30

Filed2026-07-27

GEM

GOLDMAN SACHS ETF TR

0.06%

Shares88.3K

Event2026-06-30

Filed2026-07-27

XAR

SPDR SERIES TRUST

11.50%

Shares16.1K

Event2026-06-30

Filed2026-07-27

PALANTIR TECHNOLOGIES INC

-35.96%

Shares39.1K

Event2026-06-30

Filed2026-07-27

FTSM

FIRST TR EXCHANGE-TRADED FD

-5.91%

Shares75.4K

Event2026-06-30

Filed2026-07-27

XLC

SELECT SECTOR SPDR TR

2.41%

Shares42.0K

Event2026-06-30

Filed2026-07-27

SLYV

SPDR SERIES TRUST

13.91%

Shares41.0K

Event2026-06-30

Filed2026-07-27

MAR

MARRIOTT INTL INC NEW

3.60%

Shares12.1K

Event2026-06-30

Filed2026-07-27

OEF

ISHARES TR

-1.28%

Shares12.1K

Event2026-06-30

Filed2026-07-27

SPEM

SPDR INDEX SHS FDS

10.26%

Shares85.7K

Event2026-06-30

Filed2026-07-27

OUNZ

VANECK MERK GOLD ETF

2.44%

Shares111.9K

Event2026-06-30

Filed2026-07-27

WFC

WELLS FARGO & CO

7.56%

Shares52.1K

Event2026-06-30

Filed2026-07-27

CIBR

FIRST TR EXCHANGE-TRADED FD

5.04%

Shares47.4K

Event2026-06-30

Filed2026-07-27

SERVICENOW INC

7.33%

Shares42.4K

Event2026-06-30

Filed2026-07-27

JAVA

J P MORGAN EXCHANGE TRADED F

7.47%

Shares53.0K

Event2026-06-30

Filed2026-07-27

XLRE

SELECT SECTOR SPDR TR

-3.21%

Shares95.3K

Event2026-06-30

Filed2026-07-27

GOVI

INVESCO EXCH TRADED FD TR II

363.76%

Shares153.9K

Event2026-06-30

Filed2026-07-27

HEDG

SERIES PORTFOLIOS TR

1.44%

Shares138.3K

Event2026-06-30

Filed2026-07-27

NEXTERA ENERGY INC

2.53%

Shares46.8K

Event2026-06-30

Filed2026-07-27

XLB

SELECT SECTOR SPDR TR

31.55%

Shares80.7K

Event2026-06-30

Filed2026-07-27

VCIT

VANGUARD SCOTTSDALE FDS

2.14%

Shares49.6K

Event2026-06-30

Filed2026-07-27

EQIN

COLUMBIA ETF TR I

6.48%

Shares79.3K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

17.86%

Shares13.3K

Event2026-06-30

Filed2026-07-27

VEA

VANGUARD TAX-MANAGED FDS

1.70%

Shares56.4K

Event2026-06-30

Filed2026-07-27

LIN

LINDE PLC

90.17%

Shares7.7K

Event2026-06-30

Filed2026-07-27

HDV

ISHARES TR

410.98%

Shares143.3K

Event2026-06-30

Filed2026-07-27

BMY

BRISTOL-MYERS SQUIBB CO

0.53%

Shares67.9K

Event2026-06-30

Filed2026-07-27

TLT

ISHARES TR

-4.33%

Shares45.2K

Event2026-06-30

Filed2026-07-27

PHILIP MORRIS INTL INC

0.31%

Shares21.2K

Event2026-06-30

Filed2026-07-27

VFH

VANGUARD WORLD FD

-7.72%

Shares29.0K

Event2026-06-30

Filed2026-07-27

ITOT

ISHARES TR

-2.77%

Shares22.9K

Event2026-06-30

Filed2026-07-27

XLE

SELECT SECTOR SPDR TR

-28.30%

Shares70.6K

Event2026-06-30

Filed2026-07-27

LVHI

LEGG MASON ETF INVT

9.89%

Shares92.3K

Event2026-06-30

Filed2026-07-27

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-06-30

Filed2026-07-27

VHT

VANGUARD WORLD FD

2.67%

Shares12.5K

Event2026-06-30

Filed2026-07-27

BOEING CO

-17.76%

Shares17.2K

Event2026-06-30

Filed2026-07-27

GEV

GE VERNOVA INC

22.10%

Shares3.2K

Event2026-06-30

Filed2026-07-27

UNITEDHEALTH GROUP INC

-6.19%

Shares8.9K

Event2026-06-30

Filed2026-07-27

IWR

ISHARES TR

-1.38%

Shares33.5K

Event2026-06-30

Filed2026-07-27

LRCX

LAM RESEARCH CORP

20.46%

Shares8.5K

Event2026-06-30

Filed2026-07-27

VOOG

VANGUARD ADMIRAL FDS INC

526.68%

Shares44.2K

Event2026-06-30

Filed2026-07-27

GPIX

GOLDMAN SACHS ETF TR

14.50%

Shares65.4K

Event2026-06-30

Filed2026-07-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-4.99%

Shares7.3K

Event2026-06-30

Filed2026-07-27

DNP

DNP SELECT INCOME FD INC

-4.54%

Shares320.1K

Event2026-06-30

Filed2026-07-27

BND

VANGUARD BD INDEX FDS

0.93%

Shares46.5K

Event2026-06-30

Filed2026-07-27

AIRR

FIRST TR EXCHANGE TRADED FD

5.80%

Shares25.6K

Event2026-06-30

Filed2026-07-27

IXN

ISHARES TR

-22.26%

Shares23.5K

Event2026-06-30

Filed2026-07-27

IXUS

ISHARES TR

-2.23%

Shares35.5K

Event2026-06-30

Filed2026-07-27

JHMB

JOHN HANCOCK EXCHANGE TRADED

19.24%

Shares153.9K

Event2026-06-30

Filed2026-07-27

RPG

INVESCO EXCHANGE TRADED FD T

4.62%

Shares52.2K

Event2026-06-30

Filed2026-07-27

EEM

ISHARES TR

-4.35%

Shares48.6K

Event2026-06-30

Filed2026-07-27

CSHI

NEOS ETF TRUST

-14.30%

Shares66.5K

Event2026-06-30

Filed2026-07-27

RSPT

INVESCO EXCHANGE TRADED FD T

327.68%

Shares51.2K

Event2026-06-30

Filed2026-07-27

BALT

INNOVATOR ETFS TRUST

New

Shares95.9K

Event2026-06-30

Filed2026-07-27

UPS

UNITED PARCEL SVCS INC

1.25%

Shares30.4K

Event2026-06-30

Filed2026-07-27

CITIGROUP INC

0.34%

Shares23.1K

Event2026-06-30

Filed2026-07-27

BSCQ

INVESCO EXCH TRD SLF IDX FD

0.88%

Shares165.2K

Event2026-06-30

Filed2026-07-27

JQUA

J P MORGAN EXCHANGE TRADED F

-0.83%

Shares44.6K

Event2026-06-30

Filed2026-07-27

BANK OF NY MELLON CORP

-0.25%

Shares22.3K

Event2026-06-30

Filed2026-07-27

ADI

ANALOG DEVICES INC

3.09%

Shares8.1K

Event2026-06-30

Filed2026-07-27

UTES

ETFIS SER TR I

0.77%

Shares39.2K

Event2026-06-30

Filed2026-07-27

VANGUARD INTL EQUITY INDEX F

7.52%

Shares20.4K

Event2026-06-30

Filed2026-07-27

WISDOMTREE TR

-0.72%

Shares42.7K

Event2026-06-30

Filed2026-07-27

LRGE

LEGG MASON ETF INVT

-0.04%

Shares36.7K

Event2026-06-30

Filed2026-07-27

VBK

VANGUARD INDEX FDS

0.56%

Shares8.5K

Event2026-06-30

Filed2026-07-27

WSM

WILLIAMS SONOMA INC

0.38%

Shares13.3K

Event2026-06-30

Filed2026-07-27

XLY

SELECT SECTOR SPDR TR

143.33%

Shares26.2K

Event2026-06-30

Filed2026-07-27

KNG

FIRST TR EXCHANGE-TRADED FD

7.44%

Shares60.5K

Event2026-06-30

Filed2026-07-27

RDVI

FIRST TR EXCHANGE-TRADED FD

6.74%

Shares103.9K

Event2026-06-30

Filed2026-07-27

ZALT

INNOVATOR ETFS TRUST

-30.96%

Shares90.1K

Event2026-06-30

Filed2026-07-27

PEP

PEPSICO INC

2.33%

Shares22.4K

Event2026-06-30

Filed2026-07-27

VOE

VANGUARD INDEX FDS

2.25%

Shares15.1K

Event2026-06-30

Filed2026-07-27

BSCR

INVESCO EXCH TRD SLF IDX FD

2.35%

Shares149.7K

Event2026-06-30

Filed2026-07-27

IBKR

INTERACTIVE BROKERS GROUP IN

6.43%

Shares33.7K

Event2026-06-30

Filed2026-07-27

DIS

DISNEY WALT CO

-2.32%

Shares30.4K

Event2026-06-30

Filed2026-07-27

EVTR

MORGAN STANLEY ETF TRUST

11.59%

Shares56.7K

Event2026-06-30

Filed2026-07-27

IDMO

INVESCO EXCH TRADED FD TR II

4.42%

Shares47.5K

Event2026-06-30

Filed2026-07-27

LMT

LOCKHEED MARTIN CORP

-19.99%

Shares5.6K

Event2026-06-30

Filed2026-07-27

MRVL

MARVELL TECHNOLOGY INC

-44.03%

Shares9.5K

Event2026-06-30

Filed2026-07-27

BSCS

INVESCO EXCH TRD SLF IDX FD

3.29%

Shares136.7K

Event2026-06-30

Filed2026-07-27

BLK

BLACKROCK INC

5.35%

Shares2.9K

Event2026-06-30

Filed2026-07-27

BUFD

FIRST TR EXCHNG TRADED FD VI

-0.61%

Shares92.3K

Event2026-06-30

Filed2026-07-27

MORGAN STANLEY

4.47%

Shares13.1K

Event2026-06-30

Filed2026-07-27

ABT

ABBOTT LABORATORIES

12.27%

Shares30.2K

Event2026-06-30

Filed2026-07-27

FIRST TR EXCHNG TRADED FD VI

New

Shares78.8K

Event2026-06-30

Filed2026-07-27

IHAK

ISHARES TR

12.28%

Shares44.2K

Event2026-06-30

Filed2026-07-27

AIS

TIDAL TRUST III

47.67%

Shares31.4K

Event2026-06-30

Filed2026-07-27

TMO

THERMO FISHER SCIENTIFIC INC

-2.13%

Shares5.3K

Event2026-06-30

Filed2026-07-27

MODL

VICTORY PORTFOLIOS II

4.83%

Shares52.2K

Event2026-06-30

Filed2026-07-27

IWB

ISHARES TR

180.89%

Shares6.5K

Event2026-06-30

Filed2026-07-27

FTCS

FIRST TR EXCHANGE-TRADED FD

0.27%

Shares28.0K

Event2026-06-30

Filed2026-07-27

FLEX

FLEX LTD

283.14%

Shares16.1K

Event2026-06-30

Filed2026-07-27

COP

CONOCOPHILLIPS

2.37%

Shares25.0K

Event2026-06-30

Filed2026-07-27

GLW

CORNING INC

17.07%

Shares10.1K

Event2026-06-30

Filed2026-07-27

JSI

JANUS DETROIT STR TR

4.59%

Shares50.4K

Event2026-06-30

Filed2026-07-27

ISCB

ISHARES TR

-5.56%

Shares34.1K

Event2026-06-30

Filed2026-07-27

CALAMOS ETF TR

New

Shares92.4K

Event2026-06-30

Filed2026-07-27

SHY

ISHARES TR

16.01%

Shares30.9K

Event2026-06-30

Filed2026-07-27

QCOM

QUALCOMM INC

6.18%

Shares13.6K

Event2026-06-30

Filed2026-07-27

SPHY

SPDR SERIES TRUST

4.90%

Shares106.5K

Event2026-06-30

Filed2026-07-27

JPST

J P MORGAN EXCHANGE TRADED F

-40.58%

Shares49.3K

Event2026-06-30

Filed2026-07-27

SMH

VANECK ETF TRUST

-4.40%

Shares3.8K

Event2026-06-30

Filed2026-07-27

JAAA

JANUS DETROIT STR TR

1.91%

Shares48.9K

Event2026-06-30

Filed2026-07-27

VYM

VANGUARD WHITEHALL FDS

15.54%

Shares15.6K

Event2026-06-30

Filed2026-07-27

MGK

VANGUARD WORLD FD

421.95%

Shares27.8K

Event2026-06-30

Filed2026-07-27

REALTY INCOME CORP

9.34%

Shares39.4K

Event2026-06-30

Filed2026-07-27

LGOV

FIRST TR EXCHANGE-TRADED FD

-20.91%

Shares113.8K

Event2026-06-30

Filed2026-07-27

DFAS

DIMENSIONAL ETF TRUST

1.41%

Shares29.4K

Event2026-06-30

Filed2026-07-27

AMGN

AMGEN INC

-2.49%

Shares6.7K

Event2026-06-30

Filed2026-07-27

FTXL

FIRST TR EXCHANGE TRADED FD

-0.74%

Shares8.5K

Event2026-06-30

Filed2026-07-27

ICLO

INVESCO ACTIVELY MANAGED EXC

2.52%

Shares94.0K

Event2026-06-30

Filed2026-07-27

TTEQ

T ROWE PRICE EXCHANGE-TRADED

22.62%

Shares52.9K

Event2026-06-30

Filed2026-07-27

IYH

ISHARES TR

0.85%

Shares34.4K

Event2026-06-30

Filed2026-07-27

KLAC

KLA CORP

1707.11%

Shares7.6K

Event2026-06-30

Filed2026-07-27

PFFD

GLOBAL X FDS

-2.32%

Shares122.6K

Event2026-06-30

Filed2026-07-27

ALL

ALLSTATE CORP

-18.15%

Shares9.6K

Event2026-06-30

Filed2026-07-27

SHAZ

SHARONAI HOLDINGS INC

New

Shares27.0K

Event2026-06-30

Filed2026-07-27

SOUTHERN CO

1.21%

Shares23.8K

Event2026-06-30

Filed2026-07-27

EFA

ISHARES TR

20.28%

Shares21.9K

Event2026-06-30

Filed2026-07-27

HELE

HELEN OF TROY LTD

-15.23%

Shares78.2K

Event2026-06-30

Filed2026-07-27

VCSH

VANGUARD SCOTTSDALE FDS

2.41%

Shares28.7K

Event2026-06-30

Filed2026-07-27

TDI

TOUCHSTONE ETF TRUST

18.64%

Shares50.0K

Event2026-06-30

Filed2026-07-27

CEG

CONSTELLATION ENERGY CORP

5.07%

Shares8.9K

Event2026-06-30

Filed2026-07-27

ENERGY TRANSFER L P

38.61%

Shares114.2K

Event2026-06-30

Filed2026-07-27

SPTS

SPDR SERIES TRUST

-7.52%

Shares74.7K

Event2026-06-30

Filed2026-07-27

CME

CME GROUP INC

0.65%

Shares9.8K

Event2026-06-30

Filed2026-07-27

PARKER-HANNIFIN CORP

-1.57%

Shares2.2K

Event2026-06-30

Filed2026-07-27

SJNK

SPDR SERIES TRUST

8.54%

Shares85.2K

Event2026-06-30

Filed2026-07-27

ISHARES TR

-3.93%

Shares25.8K

Event2026-06-30

Filed2026-07-27

TXN

TEXAS INSTRS INC

48.52%

Shares7.2K

Event2026-06-30

Filed2026-07-27

JIVE

J P MORGAN EXCHANGE TRADED F

17.96%

Shares23.2K

Event2026-06-30

Filed2026-07-27

ANET

ARISTA NETWORKS INC

3.82%

Shares12.5K

Event2026-06-30

Filed2026-07-27

TDVI

FIRST TR EXCHANGE-TRADED FD

-0.96%

Shares66.5K

Event2026-06-30

Filed2026-07-27

CGGR

CAPITAL GROUP GROWTH ETF

-13.25%

Shares44.1K

Event2026-06-30

Filed2026-07-27

CGDG

CAPITAL GROUP DIVIDEND GROWE

0.40%

Shares55.3K

Event2026-06-30

Filed2026-07-27

ALPS ETF TR

-1.71%

Shares40.0K

Event2026-06-30

Filed2026-07-27

VRIG

INVESCO ACTIVELY MANAGED EXC

-8.16%

Shares81.9K

Event2026-06-30

Filed2026-07-27

TUA

SIMPLIFY EXCHANGE TRADED FUN

-10.84%

Shares100.3K

Event2026-06-30

Filed2026-07-27

HYLS

FIRST TR EXCHANGE-TRADED FD

-1.71%

Shares50.1K

Event2026-06-30

Filed2026-07-27

IROC

INVESCO ACTIVELY MANAGED EXC

2.67%

Shares39.6K

Event2026-06-30

Filed2026-07-27

PPA

INVESCO EXCHANGE TRADED FD T

-6.78%

Shares11.5K

Event2026-06-30

Filed2026-07-27

RWJ

INVESCO EXCH TRADED FD TR II

8.33%

Shares33.9K

Event2026-06-30

Filed2026-07-27

PJAN

INNOVATOR ETFS TRUST

4.67%

Shares39.9K

Event2026-06-30

Filed2026-07-27

FSMD

FIDELITY COVINGTON TRUST

New

Shares37.3K

Event2026-06-30

Filed2026-07-27

GCOW

PACER FDS TR

5.36%

Shares45.1K

Event2026-06-30

Filed2026-07-27

NOBL

PROSHARES TR

93.42%

Shares34.2K

Event2026-06-30

Filed2026-07-27

COWZ

PACER FDS TR

14.11%

Shares30.7K

Event2026-06-30

Filed2026-07-27

JHMM

JOHN HANCOCK EXCHANGE TRADED

0.93%

Shares25.4K

Event2026-06-30

Filed2026-07-27

HEFA

ISHARES TR

30.43%

Shares40.4K

Event2026-06-30

Filed2026-07-27

EDIV

SPDR INDEX SHS FDS

6.86%

Shares46.0K

Event2026-06-30

Filed2026-07-27

PFE

PFIZER INC

-16.81%

Shares78.1K

Event2026-06-30

Filed2026-07-27

AT&T INC

5.32%

Shares90.2K

Event2026-06-30

Filed2026-07-27

ILCG

ISHARES TR

0.70%

Shares15.9K

Event2026-06-30

Filed2026-07-27

SDVD

FIRST TR EXCHANGE-TRADED FD

-0.96%

Shares80.1K

Event2026-06-30

Filed2026-07-27

WRBY

WARBY PARKER INC

68.68%

Shares60.3K

Event2026-06-30

Filed2026-07-27

ISHARES TR

0.29%

Shares18.5K

Event2026-06-30

Filed2026-07-27

MEDTRONIC PLC

14.71%

Shares23.4K

Event2026-06-30

Filed2026-07-27

DVY

ISHARES TR

5.22%

Shares11.7K

Event2026-06-30

Filed2026-07-27

CRM

SALESFORCE INC

-12.78%

Shares11.6K

Event2026-06-30

Filed2026-07-27

FDL

FIRST TR EXCHANGE-TRADED FD

-8.49%

Shares37.0K

Event2026-06-30

Filed2026-07-27

LMBS

FIRST TR EXCHANGE-TRADED FD

-1.55%

Shares36.0K

Event2026-06-30

Filed2026-07-27

STRL

STERLING INFRASTRUCTURE INC

3.54%

Shares2.1K

Event2026-06-30

Filed2026-07-27

SPYD

SPDR SERIES TRUST

5.73%

Shares36.8K

Event2026-06-30

Filed2026-07-27

SNDK

SANDISK CORP

New

Shares764

Event2026-06-30

Filed2026-07-27

TBIL

RBB FD INC

42.95%

Shares34.7K

Event2026-06-30

Filed2026-07-27

GENERAL MTRS CO

4.40%

Shares22.4K

Event2026-06-30

Filed2026-07-27

DOGG

FIRST TR EXCHANGE-TRADED FD

-0.95%

Shares80.7K

Event2026-06-30

Filed2026-07-27

SOXX

ISHARES TR

4.93%

Shares2.7K

Event2026-06-30

Filed2026-07-27

NLR

VANECK ETF TRUST

5.57%

Shares14.6K

Event2026-06-30

Filed2026-07-27

INFQ

INFLEQTION INC

-4.13%

Shares126.5K

Event2026-06-30

Filed2026-07-27

JGRO

J P MORGAN EXCHANGE TRADED F

13.88%

Shares17.1K

Event2026-06-30

Filed2026-07-27

GHYB

GOLDMAN SACHS ETF TR

2.30%

Shares37.3K

Event2026-06-30

Filed2026-07-27

IXJ

ISHARES TR

36.89%

Shares16.9K

Event2026-06-30

Filed2026-07-27

IAU

ISHARES GOLD TR

-0.03%

Shares21.9K

Event2026-06-30

Filed2026-07-27

QGRW

WISDOMTREE TR

-10.82%

Shares24.9K

Event2026-06-30

Filed2026-07-27

DELL

DELL TECHNOLOGIES INC

-18.50%

Shares3.8K

Event2026-06-30

Filed2026-07-27

TTM TECHNOLOGIES INC

0.99%

Shares8.7K

Event2026-06-30

Filed2026-07-27

LUMENTUM HLDGS INC

6.17%

Shares1.9K

Event2026-06-30

Filed2026-07-27

IXG

ISHARES TR

19.21%

Shares13.0K

Event2026-06-30

Filed2026-07-27

MGNR

AMERICAN BEACON SELECT FUNDS

30.94%

Shares33.2K

Event2026-06-30

Filed2026-07-27

QQQI

NEOS ETF TRUST

17.15%

Shares28.4K

Event2026-06-30

Filed2026-07-27

AIG

AMERICAN INTL GROUP INC

-0.56%

Shares21.3K

Event2026-06-30

Filed2026-07-27

ITA

ISHARES TR

-19.91%

Shares6.5K

Event2026-06-30

Filed2026-07-27

COLA

COLUMBUS ACQUISITION CORP

New

Shares146.4K

Event2026-06-30

Filed2026-07-27

ECL

ECOLAB INC

4.95%

Shares5.5K

Event2026-06-30

Filed2026-07-27

PNC

PNC FINL SVCS GROUP INC

-40.86%

Shares6.2K

Event2026-06-30

Filed2026-07-27

FYC

FIRST TR EXCHANGE-TRADED ALP

3.05%

Shares12.0K

Event2026-06-30

Filed2026-07-27

IWS

ISHARES TR

0.93%

Shares9.3K

Event2026-06-30

Filed2026-07-27

QCLN

FIRST TR EXCHANGE-TRADED FD

-0.70%

Shares24.8K

Event2026-06-30

Filed2026-07-27

HCRB

HARTFORD FDS EXCHANGE TRADED

19.49%

Shares43.0K

Event2026-06-30

Filed2026-07-27

GSSC

GOLDMAN SACHS ETF TR

0.95%

Shares16.4K

Event2026-06-30

Filed2026-07-27

WDC

WESTERN DIGITAL CORP

-29.12%

Shares2.3K

Event2026-06-30

Filed2026-07-27

VXF

VANGUARD INDEX FDS

-13.20%

Shares6.0K

Event2026-06-30

Filed2026-07-27

QGRO

AMERICAN CENTY ETF TR

22.54%

Shares12.5K

Event2026-06-30

Filed2026-07-27

IREN

IREN LIMITED

-11.50%

Shares32.3K

Event2026-06-30

Filed2026-07-27

RJF

RAYMOND JAMES FINL INC

0.96%

Shares9.7K

Event2026-06-30

Filed2026-07-27

DON

WISDOMTREE TR

3.85%

Shares25.9K

Event2026-06-30

Filed2026-07-27

ASML

ASML HLDG NV

20.26%

Shares736

Event2026-06-30

Filed2026-07-27

SPHQ

INVESCO EXCHANGE TRADED FD T

-1.96%

Shares16.0K

Event2026-06-30

Filed2026-07-27

PULS

PGIM ETF TR

-2.48%

Shares29.2K

Event2026-06-30

Filed2026-07-27

CMI

CUMMINS INC

4.28%

Shares2.0K

Event2026-06-30

Filed2026-07-27

GENERAL DYNAMICS CORP

3.91%

Shares4.0K

Event2026-06-30

Filed2026-07-27

NVS

NOVARTIS AG

19.40%

Shares8.9K

Event2026-06-30

Filed2026-07-27

IYM

ISHARES TR

-3.78%

Shares7.8K

Event2026-06-30

Filed2026-07-27

AVEM

AMERICAN CENTY ETF TR

2.26%

Shares14.4K

Event2026-06-30

Filed2026-07-27

XLP

SELECT SECTOR SPDR TR

-8.94%

Shares16.4K

Event2026-06-30

Filed2026-07-27

FDT

FIRST TR EXCH TRD ALPHDX FD

-0.71%

Shares14.3K

Event2026-06-30

Filed2026-07-27

ARTY

ISHARES TR

123.72%

Shares17.8K

Event2026-06-30

Filed2026-07-27

ISCG

ISHARES TR

-1.07%

Shares20.6K

Event2026-06-30

Filed2026-07-27

IGLD

FIRST TR EXCHANGE-TRADED FD

-2.12%

Shares63.8K

Event2026-06-30

Filed2026-07-27

AIQ

GLOBAL X FDS

-5.55%

Shares20.4K

Event2026-06-30

Filed2026-07-27

FSCC

FEDERATED HERMES ETF TRUST

44.83%

Shares35.8K

Event2026-06-30

Filed2026-07-27

VBR

VANGUARD INDEX FDS

14.25%

Shares5.5K

Event2026-06-30

Filed2026-07-27

SCHW

SCHWAB CHARLES CORP

2.98%

Shares14.3K

Event2026-06-30

Filed2026-07-27

ARK ETF TR

-1.67%

Shares16.1K

Event2026-06-30

Filed2026-07-27

RXI

ISHARES TR

-1.25%

Shares6.7K

Event2026-06-30

Filed2026-07-27

FIXD

FIRST TR EXCHNG TRADED FD VI

-5.90%

Shares29.5K

Event2026-06-30

Filed2026-07-27

DGRW

WISDOMTREE TR

86.08%

Shares13.4K

Event2026-06-30

Filed2026-07-27

GILD

GILEAD SCIENCES INC

79.31%

Shares10.0K

Event2026-06-30

Filed2026-07-27

ARM

ARM HOLDINGS PLC

-1.54%

Shares3.5K

Event2026-06-30

Filed2026-07-27

LOW

LOWES COS INC

-5.03%

Shares5.6K

Event2026-06-30

Filed2026-07-27

IUSG

ISHARES TR

2.02%

Shares6.6K

Event2026-06-30

Filed2026-07-27

PAVE

GLOBAL X FDS

7.56%

Shares20.9K

Event2026-06-30

Filed2026-07-27

XLSR

SSGA ACTIVE TR

0.51%

Shares19.0K

Event2026-06-30

Filed2026-07-27

TJX

TJX COS INC NEW

-1.95%

Shares8.1K

Event2026-06-30

Filed2026-07-27

DIVB

ISHARES TR

9.89%

Shares19.9K

Event2026-06-30

Filed2026-07-27

IBIT

ISHARES BITCOIN TRUST ETF

-1.91%

Shares36.7K

Event2026-06-30

Filed2026-07-27

SGOV

ISHARES TR

-1.69%

Shares12.1K

Event2026-06-30

Filed2026-07-27

BINC

BLACKROCK ETF TRUST II

78.73%

Shares23.3K

Event2026-06-30

Filed2026-07-27

EXI

ISHARES TR

98.09%

Shares6.0K

Event2026-06-30

Filed2026-07-27

THNQ

EXCHANGE TRADED CONCEPTS TRU

-0.05%

Shares13.1K

Event2026-06-30

Filed2026-07-27

ADP

AUTOMATIC DATA PROCESSING IN

26.79%

Shares5.3K

Event2026-06-30

Filed2026-07-27

UDEC

INNOVATOR ETFS TRUST

-1.40%

Shares28.2K

Event2026-06-30

Filed2026-07-27

CLS

CELESTICA INC

29.39%

Shares3.2K

Event2026-06-30

Filed2026-07-27

OUSM

ALPS ETF TR

2.77%

Shares24.4K

Event2026-06-30

Filed2026-07-27

EPD

ENTERPRISE PRODS PARTNERS L

58.99%

Shares31.4K

Event2026-06-30

Filed2026-07-27

DVA

DAVITA INC

2.38%

Shares5.2K

Event2026-06-30

Filed2026-07-27

EMR

EMERSON ELEC CO

57.74%

Shares8.0K

Event2026-06-30

Filed2026-07-27

PVAL

PUTNAM ETF TRUST

358.01%

Shares22.4K

Event2026-06-30

Filed2026-07-27

JEPI

J P MORGAN EXCHANGE TRADED F

17.43%

Shares20.2K

Event2026-06-30

Filed2026-07-27

CGUS

CAPITAL GROUP CORE EQUITY ET

4.12%

Shares25.5K

Event2026-06-30

Filed2026-07-27

USA

LIBERTY ALL STAR EQUITY FD

New

Shares193.0K

Event2026-06-30

Filed2026-07-27

AFFIRM HLDGS INC

-23.52%

Shares13.7K

Event2026-06-30

Filed2026-07-27

MGV

VANGUARD WORLD FD

19.09%

Shares6.8K

Event2026-06-30

Filed2026-07-27

TRANSMEDICS GROUP INC

-0.19%

Shares16.6K

Event2026-06-30

Filed2026-07-27

IQLT

ISHARES TR

2.41%

Shares22.1K

Event2026-06-30

Filed2026-07-27

EDV

VANGUARD WORLD FD

-23.92%

Shares16.8K

Event2026-06-30

Filed2026-07-27

BCAR

D. BORAL ARC ACQ I CORP.

New

Shares104.0K

Event2026-06-30

Filed2026-07-27

GOVT

ISHARES TR

6.89%

Shares47.4K

Event2026-06-30

Filed2026-07-27

MISL

FIRST TR EXCHANGE-TRADED FD

-2.42%

Shares23.5K

Event2026-06-30

Filed2026-07-27

SPACE EXPLORATION TECHN CORP

New

Shares6.3K

Event2026-06-30

Filed2026-07-27

FAST

FASTENAL CO

-7.34%

Shares22.2K

Event2026-06-30

Filed2026-07-27

DLR

DIGITAL RLTY TR INC

-1.16%

Shares5.9K

Event2026-06-30

Filed2026-07-27

ETN

EATON CORP PLC

14.02%

Shares2.5K

Event2026-06-30

Filed2026-07-27

VGIT

VANGUARD SCOTTSDALE FDS

22.40%

Shares17.8K

Event2026-06-30

Filed2026-07-27

IWO

ISHARES TR

0.64%

Shares2.7K

Event2026-06-30

Filed2026-07-27

LNT

ALLIANT ENERGY CORP

-0.73%

Shares13.5K

Event2026-06-30

Filed2026-07-27

PRF

INVESCO EXCHANGE TRADED FD T

-0.13%

Shares18.8K

Event2026-06-30

Filed2026-07-27

SYK

STRYKER CORPORATION

16.49%

Shares3.2K

Event2026-06-30

Filed2026-07-27

3M CO

5.99%

Shares6.2K

Event2026-06-30

Filed2026-07-27

CNC

CENTENE CORP DEL

New

Shares15.7K

Event2026-06-30

Filed2026-07-27

COF

CAPITAL ONE FINL CORP

20.18%

Shares5.0K

Event2026-06-30

Filed2026-07-27

XCEM

COLUMBIA ETF TR II

-1.99%

Shares18.8K

Event2026-06-30

Filed2026-07-27

HYG

ISHARES TR

0.65%

Shares12.4K

Event2026-06-30

Filed2026-07-27

IYW

ISHARES TR

5.03%

Shares3.9K

Event2026-06-30

Filed2026-07-27

IQQQ

PROSHARES TR

23.39%

Shares19.4K

Event2026-06-30

Filed2026-07-27

BAI

BLACKROCK ETF TRUST

-16.99%

Shares18.6K

Event2026-06-30

Filed2026-07-27

FDV

FEDERATED HERMES ETF TRUST

0.50%

Shares31.2K

Event2026-06-30

Filed2026-07-27

SLV

ISHARES SILVER TR

-10.70%

Shares18.3K

Event2026-06-30

Filed2026-07-27

VANECK ETF TRUST

4.68%

Shares12.9K

Event2026-06-30

Filed2026-07-27

PARR

PAR PAC HOLDINGS INC

3.63%

Shares17.3K

Event2026-06-30

Filed2026-07-27

VMI

VALMONT INDS INC

0.42%

Shares1.7K

Event2026-06-30

Filed2026-07-27

FDRR

FIDELITY COVINGTON TRUST

1.38%

Shares14.8K

Event2026-06-30

Filed2026-07-27

ISPY

PROSHARES TR

25.86%

Shares19.9K

Event2026-06-30

Filed2026-07-27

BLOOM ENERGY CORP

New

Shares3.2K

Event2026-06-30

Filed2026-07-27

ALTRIA GROUP INC

4.93%

Shares13.3K

Event2026-06-30

Filed2026-07-27

VNLA

JANUS DETROIT STR TR

165.45%

Shares19.1K

Event2026-06-30

Filed2026-07-27

IYR

ISHARES TR

-0.77%

Shares9.1K

Event2026-06-30

Filed2026-07-27

DYCOM INDS INC

5.67%

Shares1.8K

Event2026-06-30

Filed2026-07-27

ROUS

LATTICE STRATEGIES TR

-14.80%

Shares13.7K

Event2026-06-30

Filed2026-07-27

BLACKSTONE INC

9.97%

Shares7.8K

Event2026-06-30

Filed2026-07-27

NWL

NEWELL BRANDS INC

-6.59%

Shares149.2K

Event2026-06-30

Filed2026-07-27

TDIV

FIRST TR EXCHANGE TRADED FD

-7.56%

Shares8.0K

Event2026-06-30

Filed2026-07-27

GRAL

GRAIL INC

-5.79%

Shares13.4K

Event2026-06-30

Filed2026-07-27

SEAGATE TECHNOLOGY HLDNGS PL

-14.32%

Shares945

Event2026-06-30

Filed2026-07-27

EVMO

MORGAN STANLEY ETF TRUST

-4.65%

Shares18.0K

Event2026-06-30

Filed2026-07-27

UNFI

UNITED NAT FOODS INC

3.78%

Shares19.6K

Event2026-06-30

Filed2026-07-27

VXUS

VANGUARD STAR FDS

11.10%

Shares10.5K

Event2026-06-30

Filed2026-07-27

SBUX

STARBUCKS CORP

-10.34%

Shares8.6K

Event2026-06-30

Filed2026-07-27

FDVV

FIDELITY COVINGTON TRUST

-3.15%

Shares14.6K

Event2026-06-30

Filed2026-07-27

FDN

FIRST TR EXCHANGE-TRADED FD

-10.25%

Shares3.3K

Event2026-06-30

Filed2026-07-27

TCAF

T ROWE PRICE EXCHANGE-TRADED

17.26%

Shares21.3K

Event2026-06-30

Filed2026-07-27

VNQ

VANGUARD INDEX FDS

19.39%

Shares9.0K

Event2026-06-30

Filed2026-07-27

STRATEGY INC

33.77%

Shares10.0K

Event2026-06-30

Filed2026-07-27

JMST

J P MORGAN EXCHANGE TRADED F

121.37%

Shares17.0K

Event2026-06-30

Filed2026-07-27

BALI

BLACKROCK ETF TRUST

-1.49%

Shares25.6K

Event2026-06-30

Filed2026-07-27

CVS

CVS HEALTH CORP

36.14%

Shares8.3K

Event2026-06-30

Filed2026-07-27

IEF

ISHARES TR

3.27%

Shares9.1K

Event2026-06-30

Filed2026-07-27

GNR

SPDR INDEX SHS FDS

1.55%

Shares12.7K

Event2026-06-30

Filed2026-07-27

IWN

ISHARES TR

2.66%

Shares3.9K

Event2026-06-30

Filed2026-07-27

XOVR

ENTREPRENEURSHARES SERIES TR

New

Shares40.4K

Event2026-06-30

Filed2026-07-27

FLMI

FRANKLIN TEMPLETON ETF TR

12.95%

Shares33.7K

Event2026-06-30

Filed2026-07-27

VRP

INVESCO EXCH TRADED FD TR II

-9.91%

Shares34.8K

Event2026-06-30

Filed2026-07-27

FLRT

PACER FDS TR

-1.23%

Shares18.1K

Event2026-06-30

Filed2026-07-27

PSCT

INVESCO EXCH TRADED FD TR II

3.57%

Shares9.1K

Event2026-06-30

Filed2026-07-27

USRT

ISHARES TR

-49.87%

Shares12.6K

Event2026-06-30

Filed2026-07-27

DUSA

DAVIS FUNDAMENTAL ETF TR

-12.95%

Shares14.7K

Event2026-06-30

Filed2026-07-27

ETY

EATON VANCE TAX-MANAGED DIVE

0.17%

Shares56.9K

Event2026-06-30

Filed2026-07-27

IUSV

ISHARES TR

0.29%

Shares7.5K

Event2026-06-30

Filed2026-07-27

SPHD

INVESCO EXCH TRADED FD TR II

0.33%

Shares16.2K

Event2026-06-30

Filed2026-07-27

FTRI

FIRST TR EXCHANGE-TRADED FD

-10.41%

Shares51.6K

Event2026-06-30

Filed2026-07-27

FGD

FIRST TR EXCHANGE-TRADED FD

7.27%

Shares25.4K

Event2026-06-30

Filed2026-07-27

IWV

ISHARES TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-27

VRT

VERTIV HOLDINGS CO

24.01%

Shares2.4K

Event2026-06-30

Filed2026-07-27

WASTE MGMT INC DEL

49.61%

Shares3.6K

Event2026-06-30

Filed2026-07-27

VUSB

VANGUARD BD INDEX FDS

-0.46%

Shares16.1K

Event2026-06-30

Filed2026-07-27

LHX

L3HARRIS TECHNOLOGIES INC

9.08%

Shares2.7K

Event2026-06-30

Filed2026-07-27

IMCG

ISHARES TR

0.74%

Shares8.0K

Event2026-06-30

Filed2026-07-27

FREL

FIDELITY COVINGTON TRUST

7.15%

Shares27.0K

Event2026-06-30

Filed2026-07-27

DHR

DANAHER CORP DEL

-1.64%

Shares4.1K

Event2026-06-30

Filed2026-07-27

CIPHER DIGITAL INC

-31.39%

Shares32.1K

Event2026-06-30

Filed2026-07-27

RING

ISHARES INC

-2.05%

Shares12.2K

Event2026-06-30

Filed2026-07-27

KXI

ISHARES TR

6.79%

Shares11.6K

Event2026-06-30

Filed2026-07-27

FTSL

FIRST TR EXCHANGE-TRADED FD

-3.66%

Shares17.5K

Event2026-06-30

Filed2026-07-27

JSMD

JANUS DETROIT STR TR

-7.42%

Shares7.7K

Event2026-06-30

Filed2026-07-27

ONEQ

FIDELITY COMWLTH TR

2.44%

Shares7.5K

Event2026-06-30

Filed2026-07-27

THRO

BLACKROCK ETF TRUST

-8.50%

Shares17.9K

Event2026-06-30

Filed2026-07-27

ITW

ILLINOIS TOOL WKS INC

54.45%

Shares2.8K

Event2026-06-30

Filed2026-07-27

IWL

ISHARES TR

9.30%

Shares4.2K

Event2026-06-30

Filed2026-07-27

MELI

MERCADOLIBRE INC

108.92%

Shares445

Event2026-06-30

Filed2026-07-27

SCIO

FIRST TR EXCHANGE-TRADED FD

10.98%

Shares36.3K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

-4.39%

Shares2.2K

Event2026-06-30

Filed2026-07-27

RSPN

INVESCO EXCHANGE TRADED FD T

New

Shares11.7K

Event2026-06-30

Filed2026-07-27

FNCL

FIDELITY COVINGTON TRUST

11.97%

Shares9.6K

Event2026-06-30

Filed2026-07-27

PLD

PROLOGIS INC.

16.82%

Shares5.4K

Event2026-06-30

Filed2026-07-27

PYPL

PAYPAL HLDGS INC

-1.15%

Shares16.9K

Event2026-06-30

Filed2026-07-27

SHOP

SHOPIFY INC

-9.99%

Shares6.4K

Event2026-06-30

Filed2026-07-27

SPYI

NEOS ETF TRUST

2.45%

Shares13.7K

Event2026-06-30

Filed2026-07-27

MDLZ

MONDELEZ INTL INC

6.74%

Shares12.6K

Event2026-06-30

Filed2026-07-27

NBIS

NEBIUS GROUP N.V.

New

Shares2.6K

Event2026-06-30

Filed2026-07-27

FTLS

FIRST TR EXCH TRADED FD III

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-27

FIRST TR EXCHANGE-TRADED FD

48.93%

Shares7.7K

Event2026-06-30

Filed2026-07-27

DES

WISDOMTREE TR

2.72%

Shares17.6K

Event2026-06-30

Filed2026-07-27

MBB

ISHARES TR

-4.76%

Shares7.6K

Event2026-06-30

Filed2026-07-27

HONEYWELL INTL INC

New

Shares3.2K

Event2026-06-30

Filed2026-07-27

GPCR

STRUCTURE THERAPEUTICS INC

New

Shares13.3K

Event2026-06-30

Filed2026-07-27

GIL

GILDAN ACTIVEWEAR INC

5.14%

Shares13.8K

Event2026-06-30

Filed2026-07-27

FBT

FIRST TR EXCHANGE-TRADED FD

-2.74%

Shares2.8K

Event2026-06-30

Filed2026-07-27

HONEYWELL AEROSPACE INC

New

Shares3.2K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available