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Commonwealth Equity Services, Llc

Waltham, MA · CIK 312272 · Declaraciones EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Dif. ⇄
$79.52BValor 13F declarado
4,415Posiciones
17.0%Ponderación del top 10
191.90Posiciones efectivas
3.0%Rotación est.
+286Nuevo
−189Cierres

El valor de cartera 13F declarado cubre únicamente posiciones largas estadounidenses sujetas a reporte — no incluye efectivo, bonos, posiciones cortas ni activos no estadounidenses. No equivale a activos bajo gestión.

Valor declarado por trimestre Q4 2025 → Q2 2026
Exposición sectorial
Servicios financieros 67.4% (+0.3pp)
Tecnología 13.4% (+1.2pp)
Industria 3.8% (+0.1pp)
Consumo cíclico 3.5% (-0.2pp)
Salud 3.2% (-0.1pp)
Servicios de comunicación 2.8% (-0.3pp)
Consumo defensivo 2.1% (-0.4pp)
Energía 1.5% (-0.5pp)
Servicios públicos 1.0% (-0.2pp)
Materiales básicos 0.7% (-0.1pp)
Inmobiliario 0.6% (+0.0pp)

Participación sobre el valor declarado de renta variable ordinaria; (±pp) respecto al trimestre anterior.

El portafolio · Q2 2026
#ValorPonderaciónValorAccionesΔ accionesMantenida
1 AAPL Apple Inc. 3.1% $2.47B 8.53M -4.8% ▼ Trim 3+
2 IVV iShares Core S&P 500 ETF 2.5% $2.00B 2.67M +1.0% ▲ Add 3+
3 NVDA NVIDIA Corporation 2.2% $1.72B 8.60M -5.3% ▼ Trim 3+
4 QQQ Invesco QQQ Trust, Series 1 1.5% $1.22B 1.66M -6.5% ▼ Trim 3+
5 VEA Vanguard FTSE Developed… 1.5% $1.19B 16.67M -0.6% ▼ Trim 3+
6 SPY State Street SPDR S&P 500… 1.4% $1.11B 1.49M -8.3% ▼ Trim 3+
7 MSFT Microsoft Corporation 1.4% $1.07B 2.88M -4.8% ▼ Trim 3+
8 AMZN Amazon.com, Inc. 1.2% $982.61M 4.12M -6.2% ▼ Trim 3+
9 VOO Vanguard S&P 500 ETF 1.1% $903.47M 1.32M -1.1% ▼ Trim 3+
10 IWF iShares Russell 1000 Growth… 1.0% $833.74M 6.71M -2.4% ✂ ▼ Trim 3+
11 VUG Vanguard Morningstar Growth… 1.0% $787.91M 9.15M -3.8% ✂ ▼ Trim 3+
12 GOOGL Alphabet Inc. 0.9% $732.24M 2.05M -4.8% ▼ Trim 3+
13 VTI Vanguard Morningstar Total… 0.9% $710.59M 1.92M -2.5% ▼ Trim 3+
14 CGDV Capital Group Dividend… 0.8% $673.55M 13.67M +1.5% ▲ Add 3+
15 CGGR Capital Group Growth ETF 0.8% $658.38M 13.95M +2.9% ▲ Add 3+
16 VTV Vanguard Morningstar Value… 0.7% $593.40M 2.72M +3.3% ▲ Add 3+
17 DGRO iShares Core Dividend… 0.7% $548.41M 7.24M +0.1% ▲ Add 3+
18 VIG Vanguard Dividend… 0.7% $544.83M 2.30M -3.0% ▼ Trim 3+
19 BRK-B Berkshire Hathaway Inc. 0.7% $535.46M 1.07M -3.3% ▼ Trim 3+
20 GOOG Alphabet Inc. 0.7% $524.09M 1.48M -5.8% ▼ Trim 3+
21 RDVY First Trust Rising Dividend… 0.6% $459.51M 5.67M +1.0% ▲ Add 3+
22 JPM JPMorgan Chase & Co. 0.6% $438.18M 1.34M -5.2% ▼ Trim 3+
23 QQQM Invesco NASDAQ 100 ETF 0.5% $430.94M 1.42M +21.0% ▲ Add 3+
24 IVW iShares S&P 500 Growth ETF 0.5% $424.25M 3.08M +1.6% ▲ Add 3+
25 LLY Eli Lilly and Company 0.5% $413.62M 344.85K +13.7% ▲ Add 3+
26 PVAL Putnam Focused Large Cap… 0.5% $406.42M 7.98M +19.7% ▲ Add 3+
27 IWD iShares Russell 1000 Value… 0.5% $388.25M 1.60M -0.3% ▼ Trim 3+
28 DFAC Dimensional - US Core… 0.5% $371.24M 8.37M +0.4% ▲ Add 3+
29 IJR iShares Core S&P Small-Cap… 0.5% $366.98M 2.47M -8.3% ▼ Trim 3+
30 AVGO Broadcom Inc. 0.5% $363.32M 961.80K -2.3% ▼ Trim 3+
31 VYM Vanguard High Dividend… 0.5% $358.22M 2.27M -5.3% ▼ Trim 3+
32 VWO Vanguard FTSE Emerging… 0.4% $352.70M 5.91M -3.0% ▼ Trim 3+
33 BUFR FT Vest Laddered Buffer ETF 0.4% $346.22M 9.48M -4.4% ▼ Trim 3+
34 DYNF iShares U.S. Equity Factor… 0.4% $334.11M 4.91M +4.9% ▲ Add 3+
35 IJH iShares Core S&P Mid-Cap ETF 0.4% $332.59M 4.31M -11.2% ▼ Trim 3+
36 TSLA Tesla, Inc. 0.4% $331.33M 787.76K -5.6% ▼ Trim 3+
37 CAT Caterpillar Inc. 0.4% $329.95M 309.84K -6.1% ▼ Trim 3+
38 IWP iShares Russell Mid-Cap… 0.4% $324.78M 2.22M -1.6% ▼ Trim 3+
39 WT WisdomTree, Inc. 0.4% $323.60M 4.72M -6.2% ▼ Trim 3+
40 COST Costco Wholesale Corporation 0.4% $319.55M 341.59K -4.3% ▼ Trim 3+
41 JNJ Johnson & Johnson 0.4% $317.30M 1.25M -2.1% ▼ Trim 3+
42 VO Vanguard Morningstar… 0.4% $316.55M 3.93M -2.3% ✂ ▼ Trim 3+
43 MU Micron Technology, Inc. 0.4% $313.79M 271.85K -0.9% ▼ Trim 3+
44 IWS iShares Russell Mid-Cap… 0.4% $307.48M 1.87M +0.1% ▲ Add 3+
45 XLK State Street Technology… 0.4% $307.06M 1.61M -4.8% ▼ Trim 3+
46 SCHD Schwab U.S. Dividend Equity… 0.4% $304.64M 9.61M +1.7% ▲ Add 3+
47 MUB iShares National Muni Bond… 0.4% $302.23M 2.81M -0.5% ▼ Trim 3+
48 GLD SPDR Gold Shares 0.4% $302.15M 820.22K -3.7% ▼ Trim 3+
49 SPDW State Street SPDR Portfolio… 0.4% $297.06M 5.90M +3.0% ▲ Add 3+
50 META Meta Platforms, Inc. 0.4% $288.95M 512.96K -4.1% ▼ Trim 3+
51 VB Vanguard Morningstar… 0.4% $288.16M 950.66K -3.1% ▼ Trim 3+
52 XONA.DE Exxon Mobil Corporation 0.3% $277.36M 2.03M -2.8% ▼ Trim 3+
53 IEFA iShares Core MSCI EAFE ETF 0.3% $274.83M 2.85M -0.1% ▼ Trim 3+
54 RSP Invesco S&P 500 Equal… 0.3% $270.77M 1.27M +5.4% ▲ Add 3+
55 FENI Fidelity Enhanced… 0.3% $269.18M 6.71M +10.2% ▲ Add 3+
56 AMD Advanced Micro Devices, Inc. 0.3% $266.01M 457.92K -13.8% ▼ Trim 3+
57 VONG Vanguard Russell 1000… 0.3% $261.62M 2.05M +1.6% ▲ Add 3+
58 ABBV AbbVie Inc. 0.3% $245.38M 975.11K -2.6% ▼ Trim 3+
59 IWY iShares Russell Top 200… 0.3% $240.65M 828.07K -9.7% ▼ Trim 3+
60 IAU iShares Gold Trust 0.3% $234.43M 3.10M -3.2% ▼ Trim 3+
61 CGGO Capital Group Global Growth… 0.3% $233.34M 5.51M -0.9% ▼ Trim 3+
62 FBND Fidelity Total Bond ETF 0.3% $232.63M 5.11M +4.7% ▲ Add 3+
63 WMT Walmart Inc. 0.3% $225.27M 1.99M -3.2% ▼ Trim 3+
64 IVE iShares S&P 500 Value ETF 0.3% $221.75M 976.62K -6.0% ▼ Trim 3+
65 QUAL iShares MSCI USA Quality… 0.3% $221.39M 1.01M -24.7% ▼ Trim 3+
66 JEPI JPMorgan Equity Premium… 0.3% $220.99M 3.91M -10.3% ▼ Trim 3+
67 TCAF T. Rowe Price Capital… 0.3% $217.48M 5.29M +0.2% ▲ Add 3+
68 BSV Vanguard Short-Term Bond ETF 0.3% $216.37M 2.78M -2.5% ▼ Trim 3+
69 ITOT iShares Core S&P Total U.S.… 0.3% $211.71M 1.29M -0.1% ▼ Trim 3+
70 PG The Procter & Gamble Company 0.3% $210.65M 1.44M -3.8% ▼ Trim 3+
71 FLCG FEDERATED HERMES ETF TRUST 0.3% $207.85M 6.24M +0.7% ▲ Add 3+
72 SPYG State Street SPDR Portfolio… 0.3% $206.67M 1.74M +14.8% ▲ Add 3+
73 JEPQ JPMorgan Nasdaq Equity… 0.3% $202.24M 3.29M +5.4% ▲ Add 3+
74 V Visa Inc. 0.3% $201.05M 585.99K -7.1% ▼ Trim 3+
75 CGUS Capital Group Core Equity… 0.2% $197.76M 4.45M +4.5% ▲ Add 3+
76 FTEC Fidelity MSCI Information… 0.2% $190.90M 668.46K +0.2% ▲ Add 3+
77 IEMG iShares Core MSCI Emerging… 0.2% $189.79M 2.29M -12.5% ▼ Trim 3+
78 AMAT Applied Materials, Inc. 0.2% $187.98M 260.00K -2.9% ▼ Trim 3+
79 NEE NextEra Energy, Inc. 0.2% $186.91M 2.13M -2.8% ▼ Trim 3+
80 HD The Home Depot, Inc. 0.2% $185.98M 527.32K -6.8% ▼ Trim 3+
81 VGT Vanguard Information… 0.2% $183.38M 1.53M -0.9% ✂ ▼ Trim 3+
82 FELG Fidelity Enhanced Large Cap… 0.2% $182.48M 4.17M +3.8% ▲ Add 3+
83 AVUS Avantis U.S. Equity ETF 0.2% $180.94M 1.41M +4.3% ▲ Add 3+
84 FBCG Fidelity Blue Chip Growth… 0.2% $180.77M 2.91M +0.3% ▲ Add 3+
85 FDVV Fidelity High Dividend ETF 0.2% $180.11M 2.99M +0.6% ▲ Add 3+
86 FSMD Fidelity Small-Mid… 0.2% $179.53M 3.40M +2.9% ▲ Add 3+
87 COWZ Pacer US Cash Cows 100 ETF 0.2% $178.28M 2.87M -5.4% ▼ Trim 3+
88 AGG iShares Core U.S. Aggregate… 0.2% $178.21M 1.80M +1.0% ▲ Add 3+
89 USMV iShares MSCI USA Min Vol… 0.2% $175.24M 1.82M -4.7% ▼ Trim 3+
90 CVX Chevron Corporation 0.2% $172.74M 1.04M -5.0% ▼ Trim 3+
91 CSCO Cisco Systems, Inc. 0.2% $170.03M 1.45M -11.3% ▼ Trim 3+
92 JGRO JPMorgan Active Growth ETF 0.2% $169.14M 1.72M +9.3% ▲ Add 3+
93 IYW iShares U.S. Technology ETF 0.2% $168.86M 669.45K -0.1% ▼ Trim 3+
94 VONV Vanguard Russell 1000 Value… 0.2% $167.98M 1.58M +5.9% ▲ Add 3+
95 IWO iShares Russell 2000 Growth… 0.2% $167.56M 425.32K -1.7% ▼ Trim 3+
96 IWN iShares Russell 2000 Value… 0.2% $167.38M 756.67K -4.7% ▼ Trim 3+
97 DFAX Dimensional World ex U.S.… 0.2% $163.94M 4.45M +2.9% ▲ Add 3+
98 IBM International Business… 0.2% $159.60M 567.55K -5.7% ▼ Trim 3+
99 SDVY First Trust SMID Cap Rising… 0.2% $157.35M 3.65M +5.6% ▲ Add 3+
100 FELC Fidelity Enhanced Large Cap… 0.2% $156.45M 3.73M +5.3% ▲ Add 3+
101 FMDE Fidelity Enhanced Mid Cap… 0.2% $156.19M 3.85M +21.4% ▲ Add 3+
102 RECS Columbia Research Enhanced… 0.2% $156.19M 3.61M +10.8% ▲ Add 3+
103 JIRE JPMorgan International… 0.2% $155.89M 1.89M +5.8% ▲ Add 3+
104 RTX RTX Corporation 0.2% $155.67M 820.49K -0.9% ▼ Trim 3+
105 TSM Taiwan Semiconductor… 0.2% $155.45M 325.50K -5.2% ▼ Trim 3+
106 SOXX iShares Semiconductor ETF 0.2% $154.75M 241.51K +4.6% ▲ Add 3+
107 IUSG iShares Core S&P U.S.… 0.2% $152.32M 809.82K +4.2% ▲ Add 3+
108 BAI iShares A.I. Innovation and… 0.2% $151.93M 2.88M +3.8% ▲ Add 3+
109 IXUS iShares Core MSCI Total… 0.2% $149.94M 1.57M +4.2% ▲ Add 3+
110 GEV GE Vernova Inc. 0.2% $149.12M 126.93K -1.6% ▼ Trim 3+
111 IUSB iShares Core Universal USD… 0.2% $148.03M 3.21M +8.2% ▲ Add 3+
112 MRK Merck & Co., Inc. 0.2% $147.74M 1.15M -6.0% ▼ Trim 3+
113 PRF Invesco RAFI US 1000 ETF 0.2% $146.81M 2.72M +7.2% ▲ Add 3+
114 PLTR Palantir Technologies Inc. 0.2% $146.47M 1.26M -8.9% ▼ Trim 3+
115 BAC Bank of America Corporation 0.2% $146.02M 2.56M -2.3% ▼ Trim 3+
116 GLW Corning Inc 0.2% $146.00M 571.60K 0.0% ▲ Add 3+
117 IGSB iShares 1-5 Year Investment… 0.2% $145.11M 2.77M -7.0% ▼ Trim 3+
118 IWM iShares Russell 2000 ETF 0.2% $144.72M 481.66K +1.1% ▲ Add 3+
119 LRCX Lam Research Corporation 0.2% $144.15M 332.66K -14.5% ▼ Trim 3+
120 VEU Vanguard FTSE All-World… 0.2% $140.81M 1.68M +3.9% ▲ Add 3+
121 GE GE Aerospace 0.2% $139.01M 371.95K -1.2% ▼ Trim 3+
122 BND Vanguard Total Bond Market… 0.2% $134.97M 1.84M +1.1% ▲ Add 3+
123 PANW Palo Alto Networks, Inc. 0.2% $134.20M 393.52K -12.6% ▼ Trim 3+
124 VBR Vanguard Morningstar… 0.2% $133.87M 550.94K -2.2% ▼ Trim 3+
125 SDY State Street SPDR S&P… 0.2% $132.95M 873.66K -2.3% ▼ Trim 3+
126 FV First Trust Dorsey Wright… 0.2% $132.51M 1.75M -5.5% ▼ Trim 3+
127 CGBL Capital Group Core Balanced… 0.2% $132.24M 3.48M +7.5% ▲ Add 3+
128 SPYV State Street SPDR Portfolio… 0.2% $131.77M 2.17M +28.7% ▲ Add 3+
129 JHMM John Hancock Investments -… 0.2% $131.09M 1.75M +0.4% ▲ Add 3+
130 DFUS Dimensional U.S. Equity ETF 0.2% $130.43M 1.59M -3.7% ▼ Trim 3+
131 SPYM State Street SPDR Portfolio… 0.2% $128.92M 1.47M +7.8% ▲ Add 3+
132 VZ Verizon Communications Inc. 0.2% $127.77M 3.02M -14.7% ▼ Trim 3+
133 ONEQ Fidelity Nasdaq Composite… 0.2% $127.57M 1.24M -1.3% ▼ Trim 3+
134 SMH VanEck Semiconductor ETF 0.2% $124.56M 189.91K +1.2% ▲ Add 3+
135 INTC Intel Corp. 0.2% $122.93M 880.37K -8.4% ▼ Trim 3+
136 CCL Carnival Corporation & plc 0.2% $122.86M 4.30M +3.6% ▲ Add 3+
137 SCHG Schwab U.S. Large-Cap… 0.2% $122.77M 3.63M -1.9% ▼ Trim 3+
138 MCD McDonald's Corporation 0.2% $120.70M 446.54K -3.7% ▼ Trim 3+
139 VV Vanguard Morningstar… 0.1% $118.42M 344.33K -10.2% ▼ Trim 3+
140 MOAT VanEck Morningstar Wide… 0.1% $117.49M 1.13M -15.9% ▼ Trim 3+
141 FESM Fidelity Enhanced Small Cap… 0.1% $116.83M 2.42M +7.8% ▲ Add 3+
142 PULS PGIM Ultra Short Bond ETF 0.1% $113.54M 2.29M -0.8% ▼ Trim 3+
143 AMGN Amgen Inc. 0.1% $112.07M 309.48K -3.3% ▼ Trim 3+
144 DIA State Street SPDR Dow Jones… 0.1% $111.99M 214.38K +3.3% ▲ Add 3+
145 AVUV Avantis U.S. Small Cap… 0.1% $110.95M 889.27K -6.6% ▼ Trim 3+
146 CGXU Capital Group International… 0.1% $110.89M 3.20M +6.0% ▲ Add 3+
147 MA Mastercard Incorporated 0.1% $109.96M 214.09K +7.8% ▲ Add 3+
148 CRWD CrowdStrike Holdings, Inc. 0.1% $109.70M 143.74K +1.7% ▲ Add 3+
149 DFAI Dimensional - International… 0.1% $108.56M 2.63M +12.0% ▲ Add 3+
150 XMHQ Invesco S&P MidCap Quality… 0.1% $107.02M 948.08K +0.3% ▲ Add 3+
151 RWL Invesco S&P 500 Revenue ETF 0.1% $106.37M 832.55K +3.2% ▲ Add 3+
152 FELV Fidelity Enhanced Large Cap… 0.1% $106.35M 2.65M +32.3% ▲ Add 3+
153 JPST JPMorgan Ultra-Short Income… 0.1% $105.20M 2.08M +14.7% ▲ Add 3+
154 ORCL Oracle Corporation 0.1% $103.84M 708.53K +3.2% ▲ Add 3+
155 CIBR First Trust Nasdaq… 0.1% $103.66M 1.15M +0.1% ▲ Add 3+
156 KO The Coca-Cola Company 0.1% $103.17M 1.27M -3.9% ▼ Trim 3+
157 MTUM iShares MSCI USA Momentum… 0.1% $102.79M 299.83K -12.1% ▼ Trim 3+
158 SPMO Invesco S&P 500 Momentum ETF 0.1% $102.08M 631.93K +67.2% ▲ Add 3+
159 AIRR First Trust RBA American… 0.1% $100.77M 756.26K +21.6% ▲ Add 3+
160 ASML ASML Holding N.V. 0.1% $100.53M 50.53K -2.7% ▼ Trim 3+
161 CORO iShares International… 0.1% $98.60M 2.69M +14.1% ▲ Add 2
162 SPHQ Invesco S&P 500 Quality ETF 0.1% $97.45M 1.08M +1.1% ▲ Add 3+
163 ADI Analog Devices, Inc. 0.1% $97.08M 244.44K -3.4% ▼ Trim 3+
164 GSIE Goldman Sachs ActiveBeta… 0.1% $96.57M 2.11M +2.3% ▲ Add 3+
165 CGDG Capital Group Dividend… 0.1% $96.36M 2.57M +10.2% ▲ Add 3+
166 EFA iShares MSCI EAFE ETF 0.1% $96.32M 927.18K -7.8% ▼ Trim 3+
167 FFLG FIDELITY COVINGTON TRUST 0.1% $95.99M 2.77M +122.2% ▲ Add 3+
168 NFLX Netflix, Inc. 0.1% $95.35M 1.34M -8.1% ▼ Trim 3+
169 AVLV Avantis U.S. Large Cap… 0.1% $95.33M 1.05M +5.7% ▲ Add 3+
170 FFLC FIDELITY COVINGTON TRUST 0.1% $95.32M 1.62M +11.5% ▲ Add 3+
171 AXP American Express Company 0.1% $95.18M 281.38K +0.8% ▲ Add 3+
172 KLAC KLA Corporation 0.1% $94.37M 312.78K -2.9% ✂ ▼ Trim 3+
173 MO Altria Group, Inc. 0.1% $92.97M 1.29M -2.1% ▼ Trim 3+
174 BIV Vanguard Intermediate-Term… 0.1% $92.65M 1.21M -2.0% ▼ Trim 3+
175 IWR iShares Russell Mid-Cap ETF 0.1% $92.45M 838.03K -3.0% ▼ Trim 3+
176 IAGG iShares Core International… 0.1% $91.76M 1.81M -14.9% ▼ Trim 3+
177 DE Deere & Company 0.1% $91.72M 144.59K -1.2% ▼ Trim 3+
178 CGMS Capital Group U.S.… 0.1% $91.13M 3.33M -3.5% ▼ Trim 3+
179 PEP PepsiCo, Inc. 0.1% $90.92M 671.46K -2.2% ▼ Trim 3+
180 FVD First Trust Value Line… 0.1% $90.72M 1.88M -7.5% ▼ Trim 3+
181 AVEM Avantis Emerging Markets… 0.1% $90.49M 937.78K -2.4% ▼ Trim 3+
182 GS The Goldman Sachs Group… 0.1% $90.31M 89.30K -3.8% ▼ Trim 3+
183 DFCF Dimensional - Core Fixed… 0.1% $89.79M 2.13M +18.3% ▲ Add 3+
184 ETN Eaton Corporation plc 0.1% $89.65M 210.38K -2.3% ▼ Trim 3+
185 DVY iShares Select Dividend ETF 0.1% $89.62M 573.40K -2.9% ▼ Trim 3+
186 JAAA Janus Henderson AAA CLO ETF 0.1% $89.59M 1.77M +9.2% ▲ Add 3+
187 LMT Lockheed Martin Corporation 0.1% $89.57M 175.81K -8.8% ▼ Trim 3+
188 MRVL Marvell Technology, Inc. 0.1% $89.38M 300.05K -11.7% ▼ Trim 3+
189 XLE State Street Energy Select… 0.1% $88.44M 1.67M -4.1% ▼ Trim 3+
190 VXUS Vanguard Total… 0.1% $88.36M 1.03M +4.2% ▲ Add 3+
191 HDV iShares Core High Dividend… 0.1% $87.11M 3.18M +1.5% ✂ ▲ Add 3+
192 ESGD iShares ESG Aware MSCI EAFE… 0.1% $87.05M 846.71K +3.3% ▲ Add 3+
193 IJT iShares S&P Small-Cap 600… 0.1% $86.93M 486.72K +0.9% ▲ Add 3+
194 PM Philip Morris International… 0.1% $85.99M 475.32K -0.5% ▼ Trim 3+
195 VOT Vanguard Morningstar… 0.1% $84.26M 275.08K -0.6% ▼ Trim 3+
196 SO The Southern Company 0.1% $83.67M 893.98K +0.4% ▲ Add 3+
197 ITA iShares U.S. Aerospace &… 0.1% $83.32M 343.70K +3.0% ▲ Add 3+
198 EFV iShares MSCI EAFE Value ETF 0.1% $83.20M 1.09M -26.4% ▼ Trim 3+
199 UNH UnitedHealth Group… 0.1% $82.04M 197.39K +2.8% ▲ Add 3+
200 XLI State Street Industrial… 0.1% $82.02M 442.81K +5.5% ▲ Add 3+
201 NULG Nuveen ESG Large-Cap Growth 0.1% $81.43M 695.63K +2.8% ▲ Add 3+
202 SHYG iShares 0-5 Year High Yield… 0.1% $81.26M 1.92M -26.5% ▼ Trim 3+
203 MGK Vanguard Morningstar Mega… 0.1% $81.13M 922.89K -2.1% ✂ ▼ Trim 3+
204 VOE Vanguard Morningstar… 0.1% $80.97M 409.75K +2.0% ▲ Add 3+
205 BINC iShares Flexible Income… 0.1% $80.75M 1.54M -7.1% ▼ Trim 3+
206 CGMU Capital Group Municipal… 0.1% $80.47M 2.93M -0.7% ▼ Trim 3+
207 SGOV iShares 0-3 Month Treasury… 0.1% $80.32M 797.82K +1.9% ▲ Add 3+
208 PFE Pfizer Inc. 0.1% $78.92M 3.28M -6.0% ▼ Trim 3+
209 IGM iShares Expanded Tech… 0.1% $78.54M 480.10K -2.4% ▼ Trim 3+
210 PYLD PIMCO Multisector Bond… 0.1% $78.21M 2.95M +14.2% ▲ Add 3+
211 VRT Vertiv Holdings Co 0.1% $78.20M 233.55K -5.2% ▼ Trim 3+
212 QCOM QUALCOMM Incorporated 0.1% $77.42M 418.99K -11.7% ▼ Trim 3+
213 LMBS First Trust Low Duration… 0.1% $76.35M 1.53M +5.1% ▲ Add 3+
214 MS Morgan Stanley 0.1% $75.48M 361.07K -3.0% ▼ Trim 3+
215 TLT iShares 20+ Year Treasury… 0.1% $74.74M 864.81K +1.8% ▲ Add 3+
216 BKDV BNY Mellon Dynamic Value ETF 0.1% $74.73M 2.23M +0.4% ▲ Add 3+
217 FTSM First Trust Enhanced Short… 0.1% $74.48M 1.25M +95.9% ▲ Add 3+
218 XLU State Street Utilities… 0.1% $74.20M 1.64M +2.1% ▲ Add 3+
219 IUSV iShares Core S&P U.S. Value… 0.1% $73.77M 669.76K +1.7% ▲ Add 3+
220 FTCS First Trust Capital… 0.1% $73.56M 783.21K -12.4% ▼ Trim 3+
221 LOW Lowe's Companies, Inc. 0.1% $73.36M 332.70K -5.6% ▼ Trim 3+
222 CGCP Capital Group Core Plus… 0.1% $73.09M 3.28M -7.3% ▼ Trim 3+
223 BIL State Street SPDR Bloomberg… 0.1% $72.06M 786.32K +22.1% ▲ Add 3+
224 JBND JPMorgan Active Bond ETF 0.1% $70.79M 1.32M -16.1% ▼ Trim 3+
225 VBK Vanguard Morningstar… 0.1% $70.60M 193.07K -6.4% ▼ Trim 3+
226 MBB iShares MBS ETF 0.1% $70.47M 745.52K +8.4% ▲ Add 3+
227 VT Vanguard Total World Stock… 0.1% $70.44M 448.79K +2.8% ▲ Add 3+
228 JCPB JPMorgan Core Plus Bond ETF 0.1% $69.63M 1.48M +8.4% ▲ Add 3+
229 IJK iShares S&P Mid-Cap 400… 0.1% $69.33M 590.04K -0.2% ▼ Trim 3+
230 EMXC iShares MSCI Emerging… 0.1% $68.98M 674.30K +2.0% ▲ Add 3+
231 OEF iShares S&P 100 ETF 0.1% $68.83M 188.12K -31.8% ▼ Trim 3+
232 IQLT iShares MSCI Intl Quality… 0.1% $68.67M 1.39M +12.4% ▲ Add 3+
233 CVIE MORGAN STANLEY ETF TRUST 0.1% $67.79M 797.39K +0.9% ▲ Add 3+
234 AVNM AMERICAN CENTY ETF TR 0.1% $67.77M 822.60K +6.7% ▲ Add 3+
235 XLF State Street Financial… 0.1% $67.33M 1.26M -15.1% ▼ Trim 3+
236 DUK Duke Energy Corporation 0.1% $66.09M 522.11K -1.9% ▼ Trim 3+
237 BA The Boeing Company 0.1% $66.04M 305.07K -4.9% ▼ Trim 3+
238 VCIT Vanguard Intermediate-Term… 0.1% $65.73M 795.23K -5.0% ▼ Trim 3+
239 GDX VanEck Gold Miners ETF 0.1% $65.57M 869.04K +7.8% ▲ Add 3+
240 STX Seagate Technology Holdings… 0.1% $65.37M 67.74K -1.5% ▼ Trim 3+
241 ANET Arista Networks, Inc. 0.1% $65.12M 383.33K +2.7% ▲ Add 3+
242 DFAU Dimensional - US Core… 0.1% $64.85M 1.25M +3.9% ▲ Add 3+
243 VCSH Vanguard Short-Term… 0.1% $64.66M 818.15K +5.9% ▲ Add 3+
244 IJS iShares S&P Small-Cap 600… 0.1% $63.68M 465.88K -1.6% ▼ Trim 3+
245 BRK-A Berkshire Hathaway Inc. 0.1% $63.65M 85 -11.5% ▼ Trim 3+
246 SPLV Invesco S&P 500 Low… 0.1% $62.67M 836.71K -25.6% ▼ Trim 3+
247 XMMO Invesco S&P MidCap Momentum… 0.1% $62.62M 368.06K +1.5% ▲ Add 3+
248 EFG iShares MSCI EAFE Growth ETF 0.1% $61.54M 494.60K +24.5% ▲ Add 3+
249 SFLR INNOVATOR ETFS TRUST 0.1% $61.37M 1.59M +2.0% ▲ Add 3+
250 IWB iShares Russell 1000 ETF 0.1% $61.25M 149.58K -3.9% ▼ Trim 3+
251 PWR Quanta Services, Inc. 0.1% $61.18M 84.97K +2.7% ▲ Add 3+
252 RDVI FT Vest Rising Dividend… 0.1% $61.16M 2.08M +3.2% ▲ Add 3+
253 DELL Dell Technologies Inc. 0.1% $61.08M 141.57K -15.9% ▼ Trim 3+
254 PAAA PGIM AAA CLO ETF 0.1% $60.99M 1.19M +12.1% ▲ Add 3+
255 DFIC Dimensional - International… 0.1% $60.92M 1.64M +3.3% ▲ Add 3+
256 VNQ Vanguard Real Estate ETF 0.1% $60.88M 631.34K -4.5% ▼ Trim 3+
257 T AT&T Inc. 0.1% $60.87M 2.94M -5.1% ▼ Trim 3+
258 THRO iShares U.S. Thematic… 0.1% $60.81M 1.41M -7.7% ▼ Trim 3+
259 NOBL ProShares - S&P 500… 0.1% $60.71M 1.08M -6.3% ✂ ▼ Trim 3+
260 GRID First Trust NASDAQ Clean… 0.1% $60.65M 316.29K -12.2% ▼ Trim 3+
261 NULV Nuveen ESG Large-Cap Value 0.1% $60.43M 1.21M +7.5% ▲ Add 3+
262 CGSD Capital Group Short… 0.1% $59.59M 2.32M -3.5% ▼ Trim 3+
263 BX Blackstone Inc. 0.1% $59.48M 505.51K -4.9% ▼ Trim 3+
264 EMR Emerson Electric Co. 0.1% $59.44M 415.23K -2.2% ▼ Trim 3+
265 ESGU iShares ESG Aware MSCI USA… 0.1% $59.40M 362.92K -1.8% ▼ Trim 3+
266 PAVE Global X - U.S.… 0.1% $59.30M 1.01M -0.9% ▼ Trim 3+
267 XLP State Street Consumer… 0.1% $59.24M 713.10K +5.9% ▲ Add 3+
268 IDEV iShares Core MSCI… 0.1% $58.84M 661.03K +3.5% ▲ Add 3+
269 FIVA FIDELITY COVINGTON TRUST 0.1% $58.77M 1.53M -2.3% ▼ Trim 3+
270 DFSD Dimensional - Short… 0.1% $58.70M 1.23M +3.9% ▲ Add 3+
271 SPSM State Street SPDR Portfolio… 0.1% $58.20M 1.01M +10.2% ▲ Add 3+
272 VHT Vanguard Health Care ETF 0.1% $57.61M 192.66K -3.2% ▼ Trim 3+
273 AVDE Avantis International… 0.1% $57.46M 644.21K -11.7% ▼ Trim 3+
274 UPS United Parcel Service, Inc. 0.1% $57.34M 533.37K -4.9% ▼ Trim 3+
275 ABT Abbott Laboratories 0.1% $57.08M 629.08K -0.5% ▼ Trim 3+
276 AUSF GLOBAL X FDS 0.1% $56.78M 1.16M +10.2% ▲ Add 3+
277 XLV State Street Health Care… 0.1% $56.73M 357.58K -3.1% ▼ Trim 3+
278 SLV iShares Silver Trust 0.1% $56.64M 1.06M -6.1% ▼ Trim 3+
279 JQUA JPMorgan U.S. Quality… 0.1% $56.57M 782.66K +5.3% ▲ Add 3+
280 BMY Bristol-Myers Squibb Company 0.1% $56.21M 975.57K -1.7% ▼ Trim 3+
281 PDP INVESCO EXCHANGE TRADED FD T 0.1% $56.13M 369.93K -4.3% ▼ Trim 3+
282 SUB iShares Short-Term National… 0.1% $56.09M 526.79K -2.5% ▼ Trim 3+
283 WPC W. P. Carey Inc. 0.1% $55.46M 775.61K -2.2% ▼ Trim 3+
284 DFAS Dimensional - US Small Cap… 0.1% $55.42M 673.03K 0.0% ▲ Add 3+
285 MINT PIMCO Enhanced Short… 0.1% $55.23M 547.86K +13.6% ▲ Add 3+
286 CGIC Capital Group International… 0.1% $54.39M 1.49M +14.3% ▲ Add 3+
287 WFC Wells Fargo & Company 0.1% $54.36M 657.83K -2.5% ▼ Trim 3+
288 GPIX Goldman Sachs S&P 500… 0.1% $54.13M 974.10K +27.5% ▲ Add 3+
289 IDV iShares International… 0.1% $53.88M 1.30M +14.1% ▲ Add 3+
290 TJX The TJX Companies, Inc. 0.1% $53.19M 351.06K +1.1% ▲ Add 3+
291 CVLC MORGAN STANLEY ETF TRUST 0.1% $52.83M 559.27K +1.5% ▲ Add 3+
292 XAR State Street SPDR S&P… 0.1% $52.75M 185.88K +1.0% ▲ Add 3+
293 DIS The Walt Disney Company 0.1% $52.63M 546.79K -10.0% ▼ Trim 3+
294 TT Trane Technologies plc 0.1% $52.25M 106.38K +1.5% ▲ Add 3+
295 IMCG iShares Morningstar Mid-Cap… 0.1% $52.09M 529.89K -7.7% ▼ Trim 3+
296 LVHI Franklin International Low… 0.1% $52.00M 1.28M +6.1% ▲ Add 3+
297 CGMM Capital Group U.S. Small… 0.1% $51.88M 1.57M +14.8% ▲ Add 3+
298 TXN Texas Instruments… 0.1% $51.61M 173.16K +0.1% ▲ Add 3+
299 VXF Vanguard Extended Market ETF 0.1% $51.61M 209.63K -1.6% ▼ Trim 3+
300 VFLO VictoryShares Free Cash… 0.1% $51.20M 1.12M +7.2% ▲ Add 3+
301 FEMR FIDELITY COVINGTON TRUST 0.1% $50.21M 1.18M +13.3% ▲ Add 3+
302 TLH iShares 10-20 Year Treasury… 0.1% $49.91M 497.36K +58.7% ▲ Add 3+
303 JULW AIM ETF PRODUCTS TRUST 0.1% $49.83M 1.22M -4.0% ▼ Trim 3+
304 CGGE Capital Group Global Equity… 0.1% $49.79M 1.41M +15.2% ▲ Add 3+
305 JAVA JPMorgan Active Value ETF 0.1% $49.31M 620.92K -25.8% ▼ Trim 3+
306 MGV Vanguard Morningstar Mega… 0.1% $49.23M 301.21K +3.1% ▲ Add 3+
307 GSLC Goldman Sachs ActiveBeta… 0.1% $48.99M 345.27K -17.5% ▼ Trim 3+
308 IDEF iShares Defense Industrials… 0.1% $48.67M 1.53M +34.4% ▲ Add 2
309 C Citigroup Inc. 0.1% $48.65M 347.61K -0.9% ▼ Trim 3+
310 FDL First Trust Morningstar… 0.1% $48.54M 997.44K +9.0% ▲ Add 3+
311 IDMO Invesco S&P International… 0.1% $48.51M 804.67K +11.8% ▲ Add 3+
312 WM Waste Management, Inc. 0.1% $48.45M 217.40K -5.9% ▼ Trim 3+
313 FFSM Fidelity Fundamental… 0.1% $48.27M 1.26M +4.2% ▲ Add 3+
314 SHV iShares Trust iShares 0-1… 0.1% $48.02M 435.18K +4.7% ▲ Add 3+
315 FDLO Fidelity Low Volatility… 0.1% $47.93M 701.38K -1.6% ▼ Trim 3+
316 TBIL F/m US Treasury 3 Month… 0.1% $47.44M 951.42K +21.0% ▲ Add 3+
317 FTHI First Trust BuyWrite Income… 0.1% $47.25M 1.98M +4.5% ▲ Add 3+
318 EAGG iShares ESG Aware U.S.… 0.1% $47.22M 995.96K +11.2% ▲ Add 3+
319 HELO JPMorgan Hedged Equity… 0.1% $46.95M 694.76K -7.3% ▼ Trim 3+
320 VYMI Vanguard International High… 0.1% $46.95M 478.11K -14.0% ▼ Trim 3+
321 MDY State Street SPDR S&P… 0.1% $46.91M 66.69K -7.5% ▼ Trim 3+
322 OCTW AIM ETF PRODUCTS TRUST 0.1% $46.64M 1.14M -1.2% ▼ Trim 3+
323 IWV iShares Russell 3000 ETF 0.1% $46.29M 108.57K -1.4% ▼ Trim 3+
324 AIQ Global X - Artificial… 0.1% $46.01M 701.34K -2.7% ▼ Trim 3+
325 GD General Dynamics Corporation 0.1% $45.51M 128.46K -7.6% ▼ Trim 3+
326 MGC Vanguard Morningstar Mega… 0.1% $45.33M 165.66K -4.7% ▼ Trim 3+
327 JPEF J P MORGAN EXCHANGE TRADED F 0.1% $45.24M 563.23K +1.2% ▲ Add 3+
328 UNP Union Pacific Corporation 0.1% $45.23M 166.27K -8.1% ▼ Trim 3+
329 GOVT iShares U.S. Treasury Bond… 0.1% $44.83M 1.97M -3.8% ▼ Trim 3+
330 NUE Nucor Corporation 0.1% $44.77M 201.00K -10.9% ▼ Trim 3+
331 UBER Uber Technologies, Inc. 0.1% $44.71M 619.62K -3.4% ▼ Trim 3+
332 MMM 3M Company 0.1% $43.80M 270.54K -4.9% ▼ Trim 3+
333 CSX CSX Corporation 0.1% $43.66M 918.60K +0.3% ▲ Add 3+
334 MDT Medtronic plc 0.1% $43.14M 551.42K -20.3% ▼ Trim 3+
335 HYD VanEck High Yield Muni ETF 0.1% $42.96M 834.08K -3.6% ▼ Trim 3+
336 JHML JOHN HANCOCK EXCHANGE TRADED 0.1% $42.77M 479.58K +2.4% ▲ Add 3+
337 BALT INNOVATOR ETFS TRUST 0.1% $42.38M 1.24M +30.9% ▲ Add 3+
338 COHR Coherent, Inc. 0.1% $42.36M 107.39K +2.4% ▲ Add 3+
339 EEM iShares MSCI Emerging… 0.1% $41.95M 613.20K +1.3% ▲ Add 3+
340 PHYS Sprott Physical Gold Trust 0.1% $41.77M 1.38M -3.2% ▼ Trim 3+
341 SCHX Schwab U.S. Large-Cap ETF 0.1% $41.64M 1.41M -3.1% ▼ Trim 3+
342 TCHP T. Rowe Price Blue Chip… 0.1% $41.04M 819.26K +5.2% ▲ Add 3+
343 CMI Cummins Inc. 0.1% $40.78M 57.17K +2.7% ▲ Add 3+
344 SPCX Space Exploration… 0.1% $40.69M 238.12K Nuevo New 1
345 AMLP Alerian MLP ETF 0.1% $40.38M 778.83K +4.2% ▲ Add 3+
346 CGNG Capital Group New Geography… 0.1% $40.34M 1.08M +29.6% ▲ Add 3+
347 SCHF Schwab International Equity… 0.1% $40.24M 1.45M +10.6% ▲ Add 3+
348 BLCR iShares Large Cap Core… 0.1% $40.09M 795.87K +33.0% ▲ Add 2
349 LQD iShares iBoxx $ Investment… 0.1% $39.95M 366.29K +18.4% ▲ Add 3+
350 PSEP INNOVATOR ETFS TRUST 0.1% $39.95M 867.48K -15.4% ▼ Trim 3+
351 IBDR iShares iBonds Dec 2026… 0.1% $39.94M 1.65M -2.1% ▼ Trim 3+
352 PH Parker-Hannifin Corporation 0.1% $39.92M 40.81K +3.3% ▲ Add 3+
353 FIDU FIDELITY COVINGTON TRUST 0.1% $39.92M 400.73K +3.0% ▲ Add 3+
354 VDC Vanguard Consumer Staples… 0.1% $39.88M 176.86K -6.9% ▼ Trim 3+
355 EPD Enterprise Products… 0.1% $39.88M 1.08M -0.3% ▼ Trim 3+
356 ROK Rockwell Automation, Inc. 0.1% $39.82M 80.42K -5.8% ▼ Trim 3+
357 LIN Linde plc 0.1% $39.78M 76.65K -4.3% ▼ Trim 3+
358 EMLP First Trust North American… 0.1% $39.54M 908.94K +4.3% ▲ Add 3+
359 ACYN FIRST TR EXCHANGE-TRADED FD 0.1% $39.53M 1.90M +530.2% ▲ Add 2
360 NIQ NIQ Global Intelligence Plc 0.0% $39.13M 4.19M +11044.1% ▲ Add 3+
361 ENB Enbridge Inc. 0.0% $39.11M 721.41K -2.3% ▼ Trim 3+
362 VIGI Vanguard International… 0.0% $38.81M 415.57K -7.1% ▼ Trim 3+
363 PJUN INNOVATOR ETFS TRUST 0.0% $38.26M 885.10K +60.5% ▲ Add 3+
364 AHR American Healthcare REIT… 0.0% $38.17M 731.93K -7.2% ▼ Trim 3+
365 COF Capital One Financial… 0.0% $38.04M 189.59K -4.9% ▼ Trim 3+
366 SHW The Sherwin-Williams Company 0.0% $37.77M 109.69K -2.7% ▼ Trim 3+
367 FTMA PUTNAM ETF TRUST 0.0% $37.65M 4.13M +28.0% ▲ Add 3+
368 PNC The PNC Financial Services… 0.0% $37.64M 152.89K -5.9% ▼ Trim 3+
369 PPA Invesco Aerospace & Defense… 0.0% $37.16M 210.37K +3.3% ▲ Add 3+
370 VTEB Vanguard Tax-Exempt Bond ETF 0.0% $37.06M 732.69K -5.8% ▼ Trim 3+
371 IBDS iShares iBonds Dec 2027… 0.0% $36.83M 1.52M +2.5% ▲ Add 3+
372 HWM Howmet Aerospace Inc. 0.0% $36.65M 136.32K +1.3% ▲ Add 3+
373 USB U.S. Bancorp 0.0% $36.62M 606.35K -3.3% ▼ Trim 3+
374 ILCG iShares Morningstar Growth… 0.0% $36.59M 312.67K +0.5% ▲ Add 3+
375 VSS Vanguard FTSE All-World… 0.0% $36.56M 236.99K -6.6% ▼ Trim 3+
376 ITW Illinois Tool Works Inc. 0.0% $36.50M 134.96K -9.0% ▼ Trim 3+
377 IXN iShares Global Tech ETF 0.0% $36.20M 250.57K -2.4% ▼ Trim 3+
378 DBEF Xtrackers MSCI EAFE Hedged… 0.0% $36.11M 660.95K -4.7% ▼ Trim 3+
379 GLDM SPDR Gold MiniShares Trust 0.0% $35.85M 451.42K -1.7% ▼ Trim 3+
380 FNDX Schwab Fundamental U.S.… 0.0% $35.83M 1.15M -4.4% ▼ Trim 3+
381 ADP Automatic Data Processing… 0.0% $35.83M 159.99K -1.4% ▼ Trim 3+
382 CVS CVS Health Corp. 0.0% $35.83M 346.31K -12.9% ▼ Trim 3+
383 URI United Rentals, Inc. 0.0% $35.80M 31.60K -7.6% ▼ Trim 3+
384 SBUX Starbucks Corporation 0.0% $35.74M 349.78K -4.3% ▼ Trim 3+
385 SPTI State Street SPDR Portfolio… 0.0% $35.67M 1.26M +100.5% ▲ Add 3+
386 PFF iShares Preferred and… 0.0% $35.53M 1.17M +1.3% ▲ Add 3+
387 TMO Thermo Fisher Scientific… 0.0% $35.52M 70.84K -6.1% ▼ Trim 3+
388 PSX Phillips 66 0.0% $35.47M 209.80K -0.1% ▼ Trim 3+
389 VPU Vanguard Utilities ETF 0.0% $35.06M 179.11K -1.6% ▼ Trim 3+
390 NSC Norfolk Southern Corporation 0.0% $35.05M 111.42K -3.3% ▼ Trim 3+
391 NOW ServiceNow, Inc. 0.0% $35.05M 353.03K +3.2% ▲ Add 3+
392 FDX FedEx Corporation 0.0% $34.78M 111.07K -24.4% ✂ ▼ Trim 3+
393 VLO Valero Energy Corporation 0.0% $34.68M 133.15K -6.5% ▼ Trim 3+
394 MCK McKesson Corporation 0.0% $34.61M 45.81K -3.1% ▼ Trim 3+
395 IGRO ISHARES TR 0.0% $34.59M 393.33K -1.8% ▼ Trim 3+
396 TGT Target Corporation 0.0% $34.58M 264.80K -5.4% ▼ Trim 3+
397 BOND PIMCO Active Bond… 0.0% $34.58M 375.06K -32.3% ▼ Trim 3+
398 FLDR FIDELITY MERRIMACK STR TR 0.0% $34.54M 689.38K -18.3% ▼ Trim 3+
399 PTLC Pacer Trendpilot US Large… 0.0% $34.39M 590.35K -10.3% ▼ Trim 3+
400 BILS State Street SPDR Bloomberg… 0.0% $34.38M 345.93K -2.2% ▼ Trim 3+
401 BNDX Vanguard Total… 0.0% $34.31M 708.37K -4.2% ▼ Trim 3+
402 SYK Stryker Corporation 0.0% $34.28M 108.89K -16.0% ▼ Trim 3+
403 FENY FIDELITY COVINGTON TRUST 0.0% $34.22M 1.16M -9.3% ▼ Trim 3+
404 ED Consolidated Edison, Inc. 0.0% $34.04M 307.73K -4.0% ▼ Trim 3+
405 IALT iShares Systematic… 0.0% $33.96M 1.21M +3806.2% ▲ Add 2
406 FIW FIRST TR EXCHANGE-TRADED FD 0.0% $33.89M 309.46K +5.3% ▲ Add 3+
407 CI Cigna Corporation 0.0% $33.80M 122.60K -1.1% ▼ Trim 3+
408 XCEM Columbia EM Core ex-China… 0.0% $33.75M 638.32K +41.7% ▲ Add 3+
409 WINN HARBOR ETF TRUST 0.0% $33.73M 1.04M -11.7% ▼ Trim 3+
410 DFAE Dimensional - Emerging Core… 0.0% $33.73M 838.86K +4.0% ▲ Add 3+
411 VUSB Vanguard Ultra-Short Bond… 0.0% $33.54M 673.74K +4.2% ▲ Add 3+
412 APRW AIM ETF PRODUCTS TRUST 0.0% $33.40M 899.29K +3.0% ▲ Add 3+
413 SWK Stanley Black & Decker, Inc. 0.0% $33.38M 354.65K +1.6% ▲ Add 3+
414 SHOP Shopify Inc. 0.0% $33.36M 292.17K -11.2% ▼ Trim 3+
415 VCRB Vanguard Core Bond ETF 0.0% $33.32M 431.36K +14.2% ▲ Add 3+
416 QGRO American Century U.S.… 0.0% $33.29M 281.98K +6.2% ▲ Add 3+
417 DFUV Dimensional - US Marketwide… 0.0% $33.15M 602.67K -3.6% ▼ Trim 3+
418 OKE ONEOK, Inc. 0.0% $32.99M 379.50K -46.5% ▼ Trim 3+
419 TDIV First Trust NASDAQ… 0.0% $32.93M 286.65K -25.3% ▼ Trim 3+
420 CEG Constellation Energy… 0.0% $32.80M 132.06K -8.3% ▼ Trim 3+
421 ET Energy Transfer LP 0.0% $32.79M 1.75M -5.0% ▼ Trim 3+
422 FDEM FIDELITY COVINGTON TRUST 0.0% $32.69M 899.84K -10.8% ▼ Trim 3+
423 NLR VanEck Uranium and Nuclear… 0.0% $32.51M 280.28K +14.0% ▲ Add 3+
424 DFNM DIMENSIONAL ETF TRUST 0.0% $32.48M 672.03K +2.9% ▲ Add 3+
425 DSI iShares ESG MSCI KLD 400 ETF 0.0% $32.35M 227.21K -0.5% ▼ Trim 3+
426 DFAT Dimensional - US Targeted… 0.0% $32.29M 461.95K +2.3% ▲ Add 3+
427 KMB Kimberly-Clark Corporation 0.0% $32.16M 292.98K +17.4% ▲ Add 3+
428 AEP American Electric Power… 0.0% $32.10M 234.61K -0.9% ▼ Trim 3+
429 SPEM State Street SPDR Portfolio… 0.0% $32.05M 619.01K +17.1% ▲ Add 3+
430 HFXI NYLI FTSE International… 0.0% $32.00M 840.09K +1.6% ▲ Add 3+
431 SMLF iShares U.S. Small-Cap… 0.0% $31.86M 357.41K +9.9% ▲ Add 3+
432 BUFG FIRST TR EXCHNG TRADED FD VI 0.0% $31.81M 1.08M +3.4% ▲ Add 3+
433 CRM Salesforce, Inc. 0.0% $31.77M 202.81K -9.1% ▼ Trim 3+
434 GILD Gilead Sciences, Inc. 0.0% $31.17M 246.69K -4.5% ▼ Trim 3+
435 PJUL INNOVATOR ETFS TRUST 0.0% $31.13M 637.86K -8.9% ▼ Trim 3+
436 TIP iShares TIPS Bond ETF 0.0% $31.12M 284.40K +41.0% ▲ Add 3+
437 SHM State Street SPDR Nuveen… 0.0% $31.10M 648.48K +3.8% ▲ Add 3+
438 MPC Marathon Petroleum… 0.0% $30.95M 121.05K -5.3% ▼ Trim 3+
439 IJJ iShares S&P Mid-Cap 400… 0.0% $30.94M 209.43K -11.4% ▼ Trim 3+
440 NEM Newmont Corporation 0.0% $30.91M 330.90K -5.5% ▼ Trim 3+
441 IEI iShares 3-7 Year Treasury… 0.0% $30.89M 263.03K +0.7% ▲ Add 3+
442 MAR Marriott International, Inc. 0.0% $30.84M 83.21K -4.3% ▼ Trim 3+
443 FSCO FS CREDIT OPPORTUNITIES CORP 0.0% $30.60M 6.13M -0.6% ▼ Trim 3+
444 AXON Axon Enterprise, Inc. 0.0% $30.50M 54.41K -13.8% ▼ Trim 3+
445 FEX FIRST TR EXCHANGE-TRADED ALP 0.0% $30.49M 218.00K +2.0% ▲ Add 3+
446 FLOT iShares Floating Rate Bond… 0.0% $30.48M 597.00K +12.3% ▲ Add 3+
447 HGER Harbor Commodity… 0.0% $30.48M 1.04M +11.3% ▲ Add 3+
448 HON Honeywell International Inc. 0.0% $30.36M 135.59K +1.1% ✂ ▲ Add 3+
449 FHLC Fidelity MSCI Health Care… 0.0% $30.30M 392.23K -3.8% ▼ Trim 3+
450 BOTZ Global X - Robotics &… 0.0% $30.28M 798.20K -2.1% ▼ Trim 3+
451 TRV The Travelers Companies… 0.0% $30.26M 91.68K -2.8% ▼ Trim 3+
452 D Dominion Energy, Inc. 0.0% $30.17M 441.81K -10.4% ▼ Trim 3+
453 HONA Honeywell Aerospace Inc 0.0% $30.13M 136.29K Nuevo New 1
454 APD Air Products and Chemicals… 0.0% $30.04M 102.47K -2.8% ▼ Trim 3+
455 SHY iShares 1-3 Year Treasury… 0.0% $30.02M 365.57K +18.1% ▲ Add 3+
456 BUFQ FIRST TR EXCHNG TRADED FD VI 0.0% $29.91M 761.53K +17.8% ▲ Add 3+
457 TFC Truist Financial Corporation 0.0% $29.81M 598.37K -3.7% ▼ Trim 3+
458 COP ConocoPhillips 0.0% $29.81M 286.72K -2.9% ▼ Trim 3+
459 LQTI FIRST TR EXCHANGE-TRADED FD 0.0% $29.69M 1.54M +10.4% ▲ Add 3+
460 HYMU BLACKROCK ETF TRUST II 0.0% $29.67M 1.32M +3.0% ▲ Add 3+
461 FLRG FIDELITY COVINGTON TRUST 0.0% $29.66M 722.98K -4.2% ▼ Trim 3+
462 CAH Cardinal Health, Inc. 0.0% $29.63M 124.71K +0.7% ▲ Add 3+
463 VLUE iShares MSCI USA Value… 0.0% $29.43M 147.28K -0.5% ▼ Trim 3+
464 FTC FIRST TR EXCHANGE-TRADED ALP 0.0% $29.41M 151.78K -3.6% ▼ Trim 3+
465 FNDF Schwab Fundamental… 0.0% $29.38M 556.84K -3.4% ▼ Trim 3+
466 NOC Northrop Grumman Corporation 0.0% $29.35M 57.63K -4.8% ▼ Trim 3+
467 JIVE JPMorgan International… 0.0% $29.04M 315.80K +31.3% ▲ Add 3+
468 BLK BlackRock, Inc. 0.0% $28.89M 30.05K -3.2% ▼ Trim 3+
469 XLY State Street Consumer… 0.0% $28.89M 246.33K -12.2% ▼ Trim 3+
470 FDN First Trust Dow Jones… 0.0% $28.87M 109.06K +1.4% ▲ Add 3+
471 TROW T. Rowe Price Group, Inc. 0.0% $28.64M 251.93K -1.9% ▼ Trim 3+
472 HIMU Blackrock ETF Trust II -… 0.0% $28.53M 572.96K +8.8% ▲ Add 3+
473 AVDV Avantis International Small… 0.0% $28.50M 276.55K +2.1% ▲ Add 3+
474 VIS Vanguard Industrials ETF 0.0% $28.45M 78.96K +1.4% ▲ Add 3+
475 TILT Northern Trust Morningstar… 0.0% $28.45M 103.06K -3.1% ▼ Trim 3+
476 BRIE MFS ACTIVE EXCHANGE TRADED F 0.0% $28.37M 935.63K +63.8% ▲ Add 3+
477 JFLX J P MORGAN EXCHANGE TRADED F 0.0% $28.37M 562.84K +43.2% ▲ Add 3+
478 FNCL FIDELITY COVINGTON TRUST 0.0% $28.34M 370.20K -1.6% ▼ Trim 3+
479 IEF iShares 7-10 Year Treasury… 0.0% $28.31M 299.40K -26.7% ▼ Trim 3+
480 PDEC INNOVATOR ETFS TRUST 0.0% $28.31M 616.84K -6.8% ▼ Trim 3+
481 JMUB JPMorgan Municipal ETF 0.0% $27.96M 551.89K +13.8% ▲ Add 3+
482 AFL Aflac Incorporated 0.0% $27.81M 237.21K -3.7% ▼ Trim 3+
483 PTRB PGIM ETF TR 0.0% $27.80M 670.45K +42.8% ▲ Add 3+
484 SPYD State Street SPDR Portfolio… 0.0% $27.75M 581.68K +4.3% ▲ Add 3+
485 DUHP Dimensional - US High… 0.0% $27.73M 664.49K +1.5% ▲ Add 3+
486 CGCB Capital Group Core Bond ETF 0.0% $27.45M 1.05M -18.8% ▼ Trim 3+
487 ISRG Intuitive Surgical, Inc. 0.0% $27.40M 68.91K -1.6% ▼ Trim 3+
488 IBDU iShares iBonds Dec 2029… 0.0% $27.39M 1.18M +3.2% ▲ Add 3+
489 AIG American International… 0.0% $27.19M 364.83K +0.7% ▲ Add 3+
490 IBDT iShares iBonds Dec 2028… 0.0% $27.10M 1.07M +4.7% ▲ Add 3+
491 FXL First Trust Technology… 0.0% $27.02M 124.40K -1.4% ▼ Trim 3+
492 XT iShares Future Exponential… 0.0% $27.00M 326.75K -0.8% ▼ Trim 3+
493 FEGE RBB FUND TRUST 0.0% $26.76M 547.04K -2.8% ▼ Trim 3+
494 FEOE RBB FUND TRUST 0.0% $26.70M 499.92K +95.4% ▲ Add 3+
495 GARP ISHARES TR 0.0% $26.61M 322.34K +8.5% ▲ Add 3+
496 WMB The Williams Companies, Inc. 0.0% $26.38M 354.81K -5.4% ▼ Trim 3+
497 VTIP Vanguard Short-Term… 0.0% $26.37M 525.00K +18.7% ▲ Add 3+
498 IWL iShares Russell Top 200 ETF 0.0% $26.22M 141.78K +11.6% ▲ Add 3+
499 IBB iShares Biotechnology ETF 0.0% $26.21M 137.83K +4.1% ▲ Add 3+
500 PJAN INNOVATOR ETFS TRUST 0.0% $26.19M 529.24K -14.9% ▼ Trim 3+

Solo posiciones de acciones ordinarias (SH); las líneas de opciones están en la pestaña Opciones y nunca se netean. ✂ = cambio calculado respecto a las acciones previas ajustadas por splits. "Mantenido N+" = mantenido cada trimestre en nuestra ventana, posiblemente más.

Antigüedad de la posición
2860–1 trimestres
40602–4 trimestres

Trimestres consecutivos en que cada posición actual ha sido reportada, dentro de nuestra ventana de datos.

Gestores similares
GestorPosiciones comunesSuperposición de nombresSimilitud ponderada
Osaic Holdings, Inc. 4155 53.6% 0.9109 Comparar ⇄
Cetera Investment Advisers 3639 66.5% 0.8683 Comparar ⇄
Mariner, LLC 2500 47.1% 0.8434 Comparar ⇄
Mml Investors Services, Llc 2758 57.4% 0.8371 Comparar ⇄
LPL Financial LLC 3929 62.4% 0.8294 Comparar ⇄
HighTower Advisors, LLC 2965 57.7% 0.8148 Comparar ⇄
Rockefeller Capital Management L.P. 3150 53.6% 0.7898 Comparar ⇄
Wells Fargo & Company/Mn 3643 50.4% 0.7777 Comparar ⇄

Similitud basada únicamente en posiciones largas declaradas — las coberturas y los activos no sujetos a 13F no son visibles. Metodología

Historial de declaraciones
Jul 29 2026 13F-HR · período Q2 2026

$79.52B · 4,415 posiciones listadas · Ver presentación original ante la SEC ↗

Apr 27 2026 13F-HR · período Q1 2026

$71.59B · 4,299 posiciones listadas · Ver presentación original ante la SEC ↗

Feb 12 2026 13F-HR · período Q4 2025

$75.01B · 4,271 posiciones listadas · Ver presentación original ante la SEC ↗

Oct 22 2025 13F-HR · período Q3 2025

$77.20M · 4,234 posiciones listadas · Ver presentación original ante la SEC ↗

Aug 06 2025 13F-HR · período Q2 2025

$75.71M · 4,248 posiciones listadas · Ver presentación original ante la SEC ↗

Procedencia: Todas las posiciones analizadas de las tablas de información 13F de este gestor en SEC EDGAR; valores tal como se declararon, en USD enteros. Los cambios comparan la última versión aceptada de cada trimestre (enmiendas incorporadas) sobre recuentos de acciones ajustados por splits. Período de reporte: Q2 2026 · última presentación Jul 29, 2026 · Metodología de cambios