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Scheda del gestore · trimestre archiviato

LPL Financial LLC

Fort Mill, SC · CIK 1403438 · Depositi EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Diff ⇄
$376.56BValore 13F dichiarato
5,964Posizioni
13.9%Peso top-10
232.00Partecipazioni effettive
5.6%Turnover est.
+206Nuovo
−135Uscite

Il valore del portafoglio 13F dichiarato comprende solo le posizioni lunghe statunitensi soggette a obbligo di dichiarazione — esclusi liquidità, obbligazioni, posizioni corte e partecipazioni non statunitensi. Non corrisponde agli asset in gestione.

Valore dichiarato per trimestre Q4 2025 → Q2 2026
Esposizione settoriale
Servizi finanziari 76.0% (+0.4pp)
Tecnologia 8.5% (-0.9pp)
Industria 2.8% (+0.3pp)
Beni di consumo ciclici 2.6% (-0.3pp)
Sanità 2.5% (-0.1pp)
Servizi di comunicazione 2.5% (-0.2pp)
Beni di consumo difensivi 1.7% (+0.1pp)
Energia 1.5% (+0.4pp)
Utility 0.8% (+0.0pp)
Materiali di base 0.6% (+0.1pp)
Immobiliare 0.5% (+0.1pp)

Quota del valore comune dichiarato; (±pp) rispetto al trimestre precedente.

Il portafoglio · Q1 2026
#Strumento finanziarioPesoValoreQuoteΔ azioniDetenuto
1 IVV iShares Core S&P 500 ETF 2.0% $7.57B 11.59M +10.5% ▲ Add 2
2 SPY State Street SPDR S&P 500… 1.7% $6.48B 9.96M -2.0% ▼ Trim 2
3 QQQ Invesco QQQ Trust, Series 1 1.6% $6.09B 10.56M -1.6% ▼ Trim 2
4 AAPL Apple Inc. 1.6% $6.01B 23.70M +0.4% ▲ Add 2
5 NVDA NVIDIA Corporation 1.6% $5.84B 33.50M +1.1% ▲ Add 2
6 SPYM State Street SPDR Portfolio… 1.2% $4.49B 58.66M +13.9% ▲ Add 2
7 IEFA iShares Core MSCI EAFE ETF 1.1% $4.17B 46.03M +12.8% ▲ Add 2
8 SPYG State Street SPDR Portfolio… 1.0% $3.90B 39.83M -1.0% ▼ Trim 2
9 MSFT Microsoft Corporation 1.0% $3.83B 10.34M +3.3% ▲ Add 2
10 VOO Vanguard S&P 500 ETF 1.0% $3.83B 6.40M -6.1% ▼ Trim 2
11 IEMG iShares Core MSCI Emerging… 1.0% $3.64B 52.23M -0.4% ▼ Trim 2
12 AMZN Amazon.com, Inc. 0.9% $3.49B 16.78M +1.7% ▲ Add 2
13 VTI Vanguard Morningstar Total… 0.9% $3.31B 10.33M -26.7% ▼ Trim 2
14 GOVT iShares U.S. Treasury Bond… 0.9% $3.23B 140.89M +18.3% ▲ Add 2
15 QUAL iShares MSCI USA Quality… 0.8% $3.10B 16.16M -0.1% ▼ Trim 2
16 CGDV Capital Group Dividend… 0.8% $3.06B 71.85M +13.2% ▲ Add 2
17 SPYV State Street SPDR Portfolio… 0.8% $2.91B 51.49M +2.8% ▲ Add 2
18 MBB iShares MBS ETF 0.7% $2.66B 27.98M +0.3% ▲ Add 2
19 GOOGL Alphabet Inc. 0.7% $2.55B 8.88M +2.1% ▲ Add 2
20 DYNF iShares U.S. Equity Factor… 0.7% $2.55B 43.80M -3.0% ▼ Trim 2
21 QQQM Invesco NASDAQ 100 ETF 0.7% $2.50B 10.53M -1.9% ▼ Trim 2
22 VONV Vanguard Russell 1000 Value… 0.7% $2.45B 26.15M +129.0% ▲ Add 2
23 IVW iShares S&P 500 Growth ETF 0.6% $2.36B 20.89M +5.4% ▲ Add 2
24 VUG Vanguard Morningstar Growth… 0.6% $2.36B 5.40M -1.7% ▼ Trim 2
25 IUSG iShares Core S&P U.S.… 0.6% $2.23B 14.38M +1.1% ▲ Add 2
26 IVE iShares S&P 500 Value ETF 0.6% $2.22B 10.51M -4.6% ▼ Trim 2
27 RDVY First Trust Rising Dividend… 0.6% $2.21B 32.33M +6.0% ▲ Add 2
28 VTV Vanguard Morningstar Value… 0.6% $2.19B 11.18M +4.1% ▲ Add 2
29 IUSB iShares Core Universal USD… 0.6% $2.18B 47.28M +3.9% ▲ Add 2
30 CGGR Capital Group Growth ETF 0.6% $2.11B 52.56M +15.8% ▲ Add 2
31 XLK State Street Technology… 0.6% $2.09B 15.71M -1.6% ▼ Trim 2
32 IJR iShares Core S&P Small-Cap… 0.6% $2.07B 16.64M -5.1% ▼ Trim 2
33 AVGO Broadcom Inc. 0.5% $2.06B 6.64M +4.7% ▲ Add 2
34 GLD SPDR Gold Shares 0.5% $2.04B 4.74M -1.5% ▼ Trim 2
35 VONG Vanguard Russell 1000… 0.5% $1.84B 16.78M +105.3% ▲ Add 2
36 GOOG Alphabet Inc. 0.5% $1.79B 6.23M +1.4% ▲ Add 2
37 VEA Vanguard FTSE Developed… 0.5% $1.78B 27.80M -2.6% ▼ Trim 2
38 META Meta Platforms, Inc. 0.5% $1.77B 3.09M +1.7% ▲ Add 2
39 IUSV iShares Core S&P U.S. Value… 0.5% $1.76B 17.23M +5.0% ▲ Add 2
40 SPIB State Street SPDR Portfolio… 0.5% $1.74B 51.97M +6.0% ▲ Add 2
41 SPDW State Street SPDR Portfolio… 0.5% $1.74B 38.03M +1.8% ▲ Add 2
42 IWF iShares Russell 1000 Growth… 0.4% $1.64B 3.84M +2.2% ▲ Add 2
43 BRK-B Berkshire Hathaway Inc. 0.4% $1.63B 3.41M +1.2% ▲ Add 2
44 BUFR FT Vest Laddered Buffer ETF 0.4% $1.59B 47.10M +5.6% ▲ Add 2
45 JPM JPMorgan Chase & Co. 0.4% $1.59B 5.39M -1.3% ▼ Trim 2
46 IJH iShares Core S&P Mid-Cap ETF 0.4% $1.56B 23.07M -20.8% ▼ Trim 2
47 EFV iShares MSCI EAFE Value ETF 0.4% $1.55B 20.85M +6.7% ▲ Add 2
48 SPTI State Street SPDR Portfolio… 0.4% $1.54B 53.85M +10.3% ▲ Add 2
49 BIL State Street SPDR Bloomberg… 0.4% $1.54B 16.78M +27.3% ▲ Add 2
50 VIG Vanguard Dividend… 0.4% $1.51B 7.00M +1.3% ▲ Add 2
51 DGRO iShares Core Dividend… 0.4% $1.42B 20.24M +7.8% ▲ Add 2
52 BND Vanguard Total Bond Market… 0.4% $1.41B 19.09M +2.7% ▲ Add 2
53 AGG iShares Core U.S. Aggregate… 0.4% $1.38B 13.88M -1.5% ▼ Trim 2
54 RSP Invesco S&P 500 Equal… 0.3% $1.28B 6.66M +21.4% ▲ Add 2
55 TSLA Tesla, Inc. 0.3% $1.25B 3.37M +4.2% ▲ Add 2
56 MUB iShares National Muni Bond… 0.3% $1.25B 11.76M +6.0% ▲ Add 2
57 XONA.DE Exxon Mobil Corporation 0.3% $1.21B 7.13M -2.7% ▼ Trim 2
58 JNJ Johnson & Johnson 0.3% $1.20B 4.90M -2.8% ▼ Trim 2
59 SPSM State Street SPDR Portfolio… 0.3% $1.19B 24.59M -8.9% ▼ Trim 2
60 COWZ Pacer US Cash Cows 100 ETF 0.3% $1.16B 18.61M -0.6% ▼ Trim 2
61 COST Costco Wholesale Corporation 0.3% $1.11B 1.11M +4.4% ▲ Add 2
62 WMT Walmart Inc. 0.3% $1.11B 8.90M +0.6% ▲ Add 2
63 LLY Eli Lilly and Company 0.3% $1.10B 1.20M +2.1% ▲ Add 2
64 SGOV iShares 0-3 Month Treasury… 0.3% $1.09B 10.86M +23.4% ▲ Add 2
65 SCHG Schwab U.S. Large-Cap… 0.3% $1.09B 37.28M +9.1% ▲ Add 2
66 SMH VanEck Semiconductor ETF 0.3% $1.08B 2.82M +4.2% ▲ Add 2
67 CGUS Capital Group Core Equity… 0.3% $1.08B 28.05M +18.2% ▲ Add 2
68 VO Vanguard Morningstar… 0.3% $1.03B 3.58M +9.0% ▲ Add 2
69 WT WisdomTree, Inc. 0.9% $1.01B 11.53M +1.6% ▲ Add 2
70 JPST JPMorgan Ultra-Short Income… 0.3% $1.01B 19.90M +1.4% ▲ Add 2
71 VYM Vanguard High Dividend… 0.3% $1.00B 6.76M -0.9% ▼ Trim 2
72 XLF State Street Financial… 0.3% $996.19M 20.18M -7.1% ▼ Trim 2
73 SDVY First Trust SMID Cap Rising… 0.3% $980.66M 24.87M -0.1% ▼ Trim 2
74 SCHD Schwab U.S. Dividend Equity… 0.3% $946.83M 30.86M -4.0% ▼ Trim 2
75 XLE State Street Energy Select… 0.3% $946.31M 15.45M +20.0% ▲ Add 2
76 JEPQ JPMorgan Nasdaq Equity… 0.2% $937.01M 16.88M +13.4% ▲ Add 2
77 VCIT Vanguard Intermediate-Term… 0.2% $928.98M 11.23M +3.0% ▲ Add 2
78 XLV State Street Health Care… 0.2% $928.49M 6.33M -3.5% ▼ Trim 2
79 IWM iShares Russell 2000 ETF 0.2% $926.84M 3.74M -49.8% ▼ Trim 2
80 IWD iShares Russell 1000 Value… 0.2% $915.53M 4.28M -0.1% ▼ Trim 2
81 SPHQ Invesco S&P 500 Quality ETF 0.2% $914.75M 12.17M +2.1% ▲ Add 2
82 JBND JPMorgan Active Bond ETF 0.2% $908.11M 16.89M +28.7% ▲ Add 2
83 IWB iShares Russell 1000 ETF 0.2% $904.49M 2.54M +3.5% ▲ Add 2
84 BAI iShares A.I. Innovation and… 0.2% $901.68M 27.37M +16.9% ▲ Add 2
85 CVX Chevron Corporation 0.2% $900.47M 4.35M +5.3% ▲ Add 2
86 IAU iShares Gold Trust 0.2% $897.46M 10.18M -25.9% ▼ Trim 2
87 VTIP Vanguard Short-Term… 0.2% $888.56M 17.79M -3.8% ▼ Trim 2
88 V Visa Inc. 0.2% $885.13M 2.93M -1.0% ▼ Trim 2
89 VWO Vanguard FTSE Emerging… 0.2% $883.34M 16.34M -0.8% ▼ Trim 2
90 EFG iShares MSCI EAFE Growth ETF 0.2% $880.56M 7.91M +266.6% ▲ Add 2
91 VGT Vanguard Information… 0.2% $873.95M 1.25M -3.8% ▼ Trim 2
92 VB Vanguard Morningstar… 0.2% $870.12M 3.32M -15.1% ▼ Trim 2
93 ABBV AbbVie Inc. 0.2% $858.06M 3.95M +2.4% ▲ Add 2
94 ITOT iShares Core S&P Total U.S.… 0.2% $844.53M 5.93M -6.2% ▼ Trim 2
95 XLI State Street Industrial… 0.2% $827.57M 5.12M +4.1% ▲ Add 2
96 TLH iShares 10-20 Year Treasury… 0.2% $826.81M 8.21M -11.2% ▼ Trim 2
97 BINC iShares Flexible Income… 0.2% $819.31M 15.78M +1.1% ▲ Add 2
98 MTUM iShares MSCI USA Momentum… 0.2% $807.90M 3.37M +2.3% ▲ Add 2
99 THRO iShares U.S. Thematic… 0.2% $807.29M 22.29M +9.4% ▲ Add 2
100 SLYG State Street SPDR S&P 600… 0.2% $805.13M 8.33M +78.1% ▲ Add 2
101 FVD First Trust Value Line… 0.2% $790.90M 16.82M -2.3% ▼ Trim 2
102 SPEM State Street SPDR Portfolio… 0.2% $783.24M 16.70M +7.1% ▲ Add 2
103 RECS Columbia Research Enhanced… 0.2% $782.21M 20.07M +15.5% ▲ Add 2
104 CAT Caterpillar Inc. 0.2% $778.79M 1.10M +7.4% ▲ Add 2
105 SPMO Invesco S&P 500 Momentum ETF 0.2% $761.54M 6.79M +2.5% ▲ Add 2
106 SPMD State Street SPDR Portfolio… 0.2% $761.13M 12.85M +0.1% ▲ Add 2
107 RWL Invesco S&P 500 Revenue ETF 0.2% $758.19M 6.60M +12.4% ▲ Add 2
108 DIA State Street SPDR Dow Jones… 0.2% $752.14M 1.62M -1.6% ▼ Trim 2
109 PLTR Palantir Technologies Inc. 0.2% $747.39M 5.11M +2.5% ▲ Add 2
110 CGCB Capital Group Core Bond ETF 0.2% $746.29M 28.42M +27.7% ▲ Add 2
111 NFLX Netflix, Inc. 0.2% $744.08M 7.74M -3.4% ▼ Trim 2
112 XLU State Street Utilities… 0.2% $734.88M 16.01M +5.5% ▲ Add 2
113 HD The Home Depot, Inc. 0.2% $732.14M 2.23M +2.6% ▲ Add 2
114 IGF iShares Global… 0.2% $725.08M 10.82M +10.6% ▲ Add 2
115 FDL First Trust Morningstar… 0.2% $724.10M 14.25M +14.9% ▲ Add 2
116 AVUV Avantis U.S. Small Cap… 0.2% $721.13M 6.53M +19.2% ▲ Add 2
117 TSM Taiwan Semiconductor… 0.2% $707.94M 2.09M +3.2% ▲ Add 2
118 FTCS First Trust Capital… 0.2% $698.38M 7.53M -2.0% ▼ Trim 2
119 DFAC Dimensional - US Core… 0.2% $680.32M 17.51M -1.3% ▼ Trim 2
120 SPTM State Street SPDR Portfolio… 0.2% $672.15M 8.50M +2.4% ▲ Add 2
121 JAAA Janus Henderson AAA CLO ETF 0.2% $667.52M 13.25M -0.1% ▼ Trim 2
122 DBMF iMGP DBi Managed Futures… 0.2% $664.03M 22.02M +290.7% ▲ Add 2
123 CGCP Capital Group Core Plus… 0.2% $663.59M 29.70M +25.2% ▲ Add 2
124 WT WisdomTree, Inc. 0.9% $642.29M 12.76M +1.6% ▲ Add 2
125 SPAB State Street SPDR Portfolio… 0.2% $633.25M 24.72M +5.1% ▲ Add 2
126 PULS PGIM Ultra Short Bond ETF 0.2% $629.56M 12.72M +14.1% ▲ Add 2
127 JGRO JPMorgan Active Growth ETF 0.2% $617.16M 7.30M +5.5% ▲ Add 2
128 LMBS First Trust Low Duration… 0.2% $614.50M 12.34M +7.2% ▲ Add 2
129 PG The Procter & Gamble Company 0.2% $599.58M 4.15M +3.7% ▲ Add 2
130 IWY iShares Russell Top 200… 0.2% $594.14M 2.39M -0.1% ▼ Trim 2
131 USMV iShares MSCI USA Min Vol… 0.2% $582.51M 6.28M -0.1% ▼ Trim 2
132 TCAF T. Rowe Price Capital… 0.2% $573.90M 16.13M +8.0% ▲ Add 2
133 AIRR First Trust RBA American… 0.2% $572.01M 5.16M +13.0% ▲ Add 2
134 IEF iShares 7-10 Year Treasury… 0.2% $568.64M 5.96M +15.2% ▲ Add 2
135 CGGO Capital Group Global Growth… 0.2% $567.20M 17.00M +12.8% ▲ Add 2
136 MOAT VanEck Morningstar Wide… 0.1% $563.79M 5.83M -11.4% ▼ Trim 2
137 BSV Vanguard Short-Term Bond ETF 0.1% $558.44M 7.12M +4.3% ▲ Add 2
138 RTX RTX Corporation 0.1% $553.85M 2.87M +9.2% ▲ Add 2
139 IAGG iShares Core International… 0.1% $551.70M 11.03M +11.6% ▲ Add 2
140 IYW iShares U.S. Technology ETF 0.1% $551.55M 3.04M -15.4% ▼ Trim 2
141 EFA iShares MSCI EAFE ETF 0.1% $549.16M 5.65M -3.7% ▼ Trim 2
142 XLG Invesco S&P 500 Top 50 ETF 0.1% $544.97M 9.99M -13.5% ▼ Trim 2
143 TBIL F/m US Treasury 3 Month… 0.1% $540.03M 10.83M +10.3% ▲ Add 2
144 BNDX Vanguard Total… 0.1% $539.51M 11.23M -0.7% ▼ Trim 2
145 XMMO Invesco S&P MidCap Momentum… 0.1% $536.50M 3.70M +6.5% ▲ Add 2
146 PDBC Invesco Optimum Yield… 0.1% $532.80M 30.76M +1.6% ▲ Add 2
147 FTSM First Trust Enhanced Short… 0.1% $531.72M 8.89M -0.1% ▼ Trim 2
148 MA Mastercard Incorporated 0.1% $531.32M 1.06M +3.6% ▲ Add 2
149 VFLO VictoryShares Free Cash… 0.1% $530.71M 13.44M +9.5% ▲ Add 2
150 SPMB State Street SPDR Portfolio… 0.1% $524.52M 23.43M +15.8% ▲ Add 2
151 CSCO Cisco Systems, Inc. 0.1% $517.81M 6.67M +4.5% ▲ Add 2
152 CGMS Capital Group U.S.… 0.1% $514.72M 18.90M +23.0% ▲ Add 2
153 CGBL Capital Group Core Balanced… 0.1% $513.01M 14.91M +18.6% ▲ Add 2
154 VZ Verizon Communications Inc. 0.1% $512.75M 10.21M +2.7% ▲ Add 2
155 XLC State Street Communication… 0.1% $511.96M 4.62M -12.0% ▼ Trim 2
156 GSUS Goldman Sachs MarketBeta… 0.1% $509.12M 5.68M -4.5% ▼ Trim 2
157 SLV iShares Silver Trust 0.1% $508.64M 7.46M -14.7% ▼ Trim 2
158 ITA iShares U.S. Aerospace &… 0.1% $507.87M 2.32M -26.4% ▼ Trim 2
159 MCD McDonald's Corporation 0.1% $501.13M 1.61M +2.4% ▲ Add 2
160 AMD Advanced Micro Devices, Inc. 0.1% $493.39M 2.43M +2.5% ▲ Add 2
161 CGXU Capital Group International… 0.1% $490.23M 16.62M +20.0% ▲ Add 2
162 SLYV State Street SPDR S&P 600… 0.1% $489.09M 5.17M -8.5% ▼ Trim 2
163 JIRE JPMorgan International… 0.1% $487.67M 6.44M +8.5% ▲ Add 2
164 SHY iShares 1-3 Year Treasury… 0.1% $484.95M 5.87M -6.7% ▼ Trim 2
165 FBND Fidelity Total Bond ETF 0.1% $484.86M 10.63M +13.2% ▲ Add 2
166 IBM International Business… 0.1% $483.81M 2.00M -0.6% ▼ Trim 2
167 VTEB Vanguard Tax-Exempt Bond ETF 0.1% $480.84M 9.64M +5.5% ▲ Add 2
168 JAVA JPMorgan Active Value ETF 0.1% $479.82M 6.69M +6.8% ▲ Add 2
169 PYLD PIMCO Multisector Bond… 0.1% $471.82M 18.01M +23.5% ▲ Add 2
170 MU Micron Technology, Inc. 0.1% $466.35M 1.38M +7.5% ▲ Add 2
171 BLCR iShares Large Cap Core… 0.1% $462.12M 11.25M Nuovo New 1
172 KO The Coca-Cola Company 0.1% $459.31M 6.04M +1.8% ▲ Add 2
173 XMHQ Invesco S&P MidCap Quality… 0.1% $459.10M 4.44M -3.9% ▼ Trim 2
174 LQD iShares iBoxx $ Investment… 0.1% $457.65M 4.20M +9.9% ▲ Add 2
175 BDYN iShares Dynamic Equity… 0.1% $455.37M 18.73M +13.2% ▲ Add 2
176 MRK Merck & Co., Inc. 0.1% $454.96M 3.78M +6.4% ▲ Add 2
177 TLT iShares 20+ Year Treasury… 0.1% $450.95M 5.20M +10.5% ▲ Add 2
178 HDV iShares Core High Dividend… 0.1% $450.27M 3.32M +13.2% ▲ Add 2
179 LVHI Franklin International Low… 0.1% $449.78M 11.09M +11.2% ▲ Add 2
180 LMT Lockheed Martin Corporation 0.1% $446.74M 739.16K +1.4% ▲ Add 2
181 PAVE Global X - U.S.… 0.1% $440.80M 8.68M +13.7% ▲ Add 2
182 PM Philip Morris International… 0.1% $438.58M 2.65M +1.3% ▲ Add 2
183 SDY State Street SPDR S&P… 0.1% $437.55M 3.00M -1.0% ▼ Trim 2
184 MINT PIMCO Enhanced Short… 0.1% $436.74M 4.34M +6.8% ▲ Add 2
185 GE GE Aerospace 0.1% $431.84M 1.52M +3.8% ▲ Add 2
186 MGK Vanguard Morningstar Mega… 0.1% $424.31M 1.15M -1.6% ▼ Trim 2
187 BAC Bank of America Corporation 0.1% $422.16M 8.66M -1.6% ▼ Trim 2
188 IDEF iShares Defense Industrials… 0.1% $418.23M 12.78M +53906.0% ▲ Add 2
189 GS The Goldman Sachs Group… 0.1% $416.38M 492.18K +1.7% ▲ Add 2
190 GEV GE Vernova Inc. 0.1% $412.56M 472.64K +6.9% ▲ Add 2
191 AMGN Amgen Inc. 0.1% $409.54M 1.16M -1.6% ▼ Trim 2
192 JEPI JPMorgan Equity Premium… 0.1% $409.46M 7.22M +73.0% ▲ Add 2
193 CGDG Capital Group Dividend… 0.1% $408.88M 11.39M +18.0% ▲ Add 2
194 BIV Vanguard Intermediate-Term… 0.1% $407.75M 5.28M +2.5% ▲ Add 2
195 GSLC Goldman Sachs ActiveBeta… 0.1% $407.61M 3.26M +3.0% ▲ Add 2
196 VXUS Vanguard Total… 0.1% $401.47M 5.21M +17.1% ▲ Add 2
197 BBUS JPMorgan BetaBuilders U.S.… 0.1% $390.95M 3.34M +7.5% ▲ Add 2
198 IXUS iShares Core MSCI Total… 0.1% $389.60M 4.50M +4.2% ▲ Add 2
199 CGMM Capital Group U.S. Small… 0.1% $388.09M 13.22M +347.3% ▲ Add 2
200 PEP PepsiCo, Inc. 0.1% $387.89M 2.50M +1.7% ▲ Add 2
201 OEF iShares S&P 100 ETF 0.1% $386.00M 1.21M -73.2% ▼ Trim 2
202 ORCL Oracle Corporation 0.1% $385.07M 2.62M +4.2% ▲ Add 2
203 CIBR First Trust Nasdaq… 0.1% $382.29M 6.10M +5.0% ▲ Add 2
204 AVEM Avantis Emerging Markets… 0.1% $379.96M 4.72M +26.1% ▲ Add 2
205 NEE NextEra Energy, Inc. 0.1% $379.25M 4.08M +2.6% ▲ Add 2
206 PFE Pfizer Inc. 0.1% $376.09M 13.39M +0.9% ▲ Add 2
207 FDVV Fidelity High Dividend ETF 0.1% $375.62M 6.80M +10.4% ▲ Add 2
208 SHV iShares Trust iShares 0-1… 0.1% $372.27M 3.37M +10.1% ▲ Add 2
209 DIVO Amplify CWP Enhanced… 0.1% $367.21M 8.19M +9.9% ▲ Add 2
210 BILS State Street SPDR Bloomberg… 0.1% $366.30M 3.68M +2.5% ▲ Add 2
211 IWR iShares Russell Mid-Cap ETF 0.1% $365.16M 3.76M +6.7% ▲ Add 2
212 AVDE Avantis International… 0.1% $362.33M 4.27M +30.7% ▲ Add 2
213 XLP State Street Consumer… 0.1% $356.22M 4.35M +7.0% ▲ Add 2
214 SOXX iShares Semiconductor ETF 0.1% $354.34M 1.08M +3.5% ▲ Add 2
215 FIXD First Trust Smith… 0.1% $352.77M 8.09M +14.4% ▲ Add 2
216 SHLD Global X - Defense Tech ETF 0.1% $352.15M 4.97M +35.9% ▲ Add 2
217 GRID First Trust NASDAQ Clean… 0.1% $349.85M 2.14M +25.8% ▲ Add 2
218 T AT&T Inc. 0.1% $347.54M 11.99M +2.9% ▲ Add 2
219 WT WisdomTree, Inc. 0.9% $347.20M 3.89M +1.6% ▲ Add 2
220 UNH UnitedHealth Group… 0.1% $343.97M 1.27M +2.8% ▲ Add 2
221 XAR State Street SPDR S&P… 0.1% $342.59M 1.35M +4.8% ▲ Add 2
222 TFLO iShares Treasury Floating… 0.1% $341.79M 6.75M -0.1% ▼ Trim 2
223 IWP iShares Russell Mid-Cap… 0.1% $338.79M 2.64M +1.1% ▲ Add 2
224 UNP Union Pacific Corporation 0.1% $335.66M 1.38M +0.8% ▲ Add 2
225 WT WisdomTree, Inc. 0.9% $335.00M 3.54M +1.6% ▲ Add 2
226 XLY State Street Consumer… 0.1% $333.40M 3.06M -9.4% ▼ Trim 2
227 JHMM John Hancock Investments -… 0.1% $328.42M 4.89M +14.3% ▲ Add 2
228 MS Morgan Stanley 0.1% $327.96M 1.99M +3.3% ▲ Add 2
229 PPA Invesco Aerospace & Defense… 0.1% $325.91M 1.97M +13.8% ▲ Add 2
230 DUK Duke Energy Corporation 0.1% $324.88M 2.48M +5.0% ▲ Add 2
231 IEI iShares 3-7 Year Treasury… 0.1% $324.48M 2.74M +11.5% ▲ Add 2
232 GSY Invesco Ultra Short… 0.1% $323.95M 6.46M +24.5% ▲ Add 2
233 STIP iShares 0-5 Year TIPS Bond… 0.1% $323.08M 3.12M +11.4% ▲ Add 2
234 VBR Vanguard Morningstar… 0.1% $321.79M 1.48M +3.0% ▲ Add 2
235 NOBL ProShares - S&P 500… 0.1% $320.69M 3.03M -2.9% ▼ Trim 2
236 LRCX Lam Research Corporation 0.1% $316.78M 1.48M +5.8% ▲ Add 2
237 FPE First Trust Preferred… 0.1% $316.62M 17.84M +6.0% ▲ Add 2
238 FTCB First Trust Core Investment… 0.1% $315.70M 15.06M +21.3% ▲ Add 2
239 BOND PIMCO Active Bond… 0.1% $315.69M 3.42M +18.1% ▲ Add 2
240 GDX VanEck Gold Miners ETF 0.1% $311.29M 3.39M -3.1% ▼ Trim 2
241 JMUB JPMorgan Municipal ETF 0.1% $310.20M 6.21M +12.2% ▲ Add 2
242 UCON First Trust Smith… 0.1% $309.01M 12.48M +2.6% ▲ Add 2
243 SECT Main Sector Rotation ETF 0.1% $308.53M 5.11M +15.2% ▲ Add 2
244 IDMO Invesco S&P International… 0.1% $308.34M 5.62M +23.6% ▲ Add 2
245 MO Altria Group, Inc. 0.1% $304.00M 4.61M +4.4% ▲ Add 2
246 NLR VanEck Uranium and Nuclear… 0.1% $302.54M 2.27M +21.3% ▲ Add 2
247 PTLC Pacer Trendpilot US Large… 0.1% $302.30M 5.76M -0.4% ▼ Trim 2
248 BDVL iShares Disciplined… 0.1% $301.56M 12.23M +5.8% ▲ Add 2
249 BUFD FT Vest Laddered Deep… 0.1% $301.52M 10.77M +5.6% ▲ Add 2
250 VCSH Vanguard Short-Term… 0.1% $301.34M 3.80M +11.4% ▲ Add 2
251 BUFQ FIRST TR EXCHNG TRADED FD VI 0.1% $301.01M 8.52M +13.0% ▲ Add 2
252 VMBS Vanguard Mortgage-Backed… 0.1% $296.40M 6.31M +0.3% ▲ Add 2
253 SO The Southern Company 0.1% $296.38M 3.07M +1.8% ▲ Add 2
254 AMAT Applied Materials, Inc. 0.1% $295.24M 863.80K +2.7% ▲ Add 2
255 DFAX Dimensional World ex U.S.… 0.1% $291.83M 8.59M +6.5% ▲ Add 2
256 BA The Boeing Company 0.1% $291.06M 1.46M +7.8% ▲ Add 2
257 LMUB iShares Long-Term National… 0.1% $290.21M 5.81M Nuovo New 1
258 RDVI FT Vest Rising Dividend… 0.1% $289.66M 11.34M +13.0% ▲ Add 2
259 SPSB State Street SPDR Portfolio… 0.1% $285.94M 9.51M +0.9% ▲ Add 2
260 ASML ASML Holding N.V. 0.1% $283.49M 214.63K +2.6% ▲ Add 2
261 PANW Palo Alto Networks, Inc. 0.1% $280.67M 1.75M -6.6% ▼ Trim 2
262 GLDM SPDR Gold MiniShares Trust 0.1% $280.15M 3.02M +1.0% ▲ Add 2
263 VEU Vanguard FTSE All-World… 0.1% $279.40M 3.72M +8.6% ▲ Add 2
264 GCOR GOLDMAN SACHS ETF TR 0.1% $277.69M 6.72M +1.6% ▲ Add 2
265 AXP American Express Company 0.1% $276.12M 912.86K -1.0% ▼ Trim 2
266 CGMU Capital Group Municipal… 0.1% $275.76M 10.16M +50.3% ▲ Add 2
267 CRWD CrowdStrike Holdings, Inc. 0.1% $273.48M 700.50K +5.4% ▲ Add 2
268 VBK Vanguard Morningstar… 0.1% $271.72M 898.98K -1.2% ▼ Trim 2
269 DVY iShares Select Dividend ETF 0.1% $271.29M 1.79M +0.1% ▲ Add 2
270 KNG FT Cboe Vest S&P 500… 0.1% $270.65M 5.56M -2.5% ▼ Trim 2
271 QGRO American Century U.S.… 0.1% $269.59M 2.57M +7.5% ▲ Add 2
272 AVUS Avantis U.S. Equity ETF 0.1% $265.58M 2.39M +3.3% ▲ Add 2
273 SPTS State Street SPDR Portfolio… 0.1% $264.47M 9.06M +7.3% ▲ Add 2
274 ETN Eaton Corporation plc 0.1% $262.87M 734.95K +1.1% ▲ Add 2
275 VGSH Vanguard Short-Term… 0.1% $262.28M 4.48M +28.0% ▲ Add 2
276 TDIV First Trust NASDAQ… 0.1% $262.28M 2.80M -1.2% ▼ Trim 2
277 DE Deere & Company 0.1% $260.33M 462.15K +2.4% ▲ Add 2
278 DFUS Dimensional U.S. Equity ETF 0.1% $259.73M 3.66M +1.7% ▲ Add 2
279 FENI Fidelity Enhanced… 0.1% $259.39M 6.97M +69.0% ▲ Add 2
280 GPIX Goldman Sachs S&P 500… 0.1% $254.46M 5.09M +18.7% ▲ Add 2
281 BUYW NORTHERN LTS FD TR IV 0.1% $254.29M 18.06M +22.6% ▲ Add 2
282 GSIE Goldman Sachs ActiveBeta… 0.1% $253.56M 5.88M +1.7% ▲ Add 2
283 C Citigroup Inc. 0.1% $253.20M 2.23M +2.9% ▲ Add 2
284 JIVE JPMorgan International… 0.1% $253.06M 2.95M +71.3% ▲ Add 2
285 HON Honeywell International Inc. 0.1% $252.49M 1.12M +10.1% ▲ Add 2
286 XLSR SSGA ACTIVE TR 0.1% $251.60M 4.36M -6.8% ▼ Trim 2
287 WM Waste Management, Inc. 0.1% $251.49M 1.09M -1.1% ▼ Trim 2
288 EMXC iShares MSCI Emerging… 0.1% $251.33M 3.20M +33.9% ▲ Add 2
289 AVLV Avantis U.S. Large Cap… 0.1% $249.60M 3.10M +18.7% ▲ Add 2
290 CRM Salesforce, Inc. 0.1% $248.22M 1.33M +3.7% ▲ Add 2
291 PAAA PGIM AAA CLO ETF 0.1% $248.18M 4.85M +20.2% ▲ Add 2
292 JQUA JPMorgan U.S. Quality… 0.1% $247.30M 4.03M -13.8% ▼ Trim 2
293 JMTG JPMorgan Mortgage-Backed… 0.1% $243.62M 4.78M -4.8% ▼ Trim 2
294 EEM iShares MSCI Emerging… 0.1% $242.12M 4.26M +25.3% ▲ Add 2
295 GLW Corning Inc 0.1% $238.75M 1.76M +4.4% ▲ Add 2
296 VYMI Vanguard International High… 0.1% $236.20M 2.51M +12.5% ▲ Add 2
297 TJX The TJX Companies, Inc. 0.1% $235.50M 1.47M +4.9% ▲ Add 2
298 LOW Lowe's Companies, Inc. 0.1% $233.90M 989.94K -0.3% ▼ Trim 2
299 PFF iShares Preferred and… 0.1% $233.83M 7.71M -1.9% ▼ Trim 2
300 VOOG Vanguard S&P 500 Growth ETF 0.1% $233.82M 573.51K -1.4% ▼ Trim 2
301 SBUX Starbucks Corporation 0.1% $232.62M 2.60M -2.3% ▼ Trim 2
302 EQWL Invesco S&P 100 Equal… 0.1% $232.50M 2.02M +14.3% ▲ Add 2
303 VOT Vanguard Morningstar… 0.1% $231.87M 900.99K +2.8% ▲ Add 2
304 AIQ Global X - Artificial… 0.1% $231.84M 4.97M +3.7% ▲ Add 2
305 SPTL State Street SPDR Portfolio… 0.1% $229.85M 8.74M -27.8% ▼ Trim 2
306 FLOT iShares Floating Rate Bond… 0.1% $228.89M 4.49M +7.8% ▲ Add 2
307 WFC Wells Fargo & Company 0.1% $228.10M 2.87M +1.3% ▲ Add 2
308 TFC Truist Financial Corporation 0.1% $227.13M 4.94M +1.6% ▲ Add 2
309 GTO Invesco Total Return Bond… 0.1% $225.96M 4.83M +6.4% ▲ Add 2
310 VV Vanguard Morningstar… 0.1% $222.92M 745.93K -2.4% ▼ Trim 2
311 CGNG Capital Group New Geography… 0.1% $222.05M 7.03M +55.2% ▲ Add 2
312 ABT Abbott Laboratories 0.1% $222.01M 2.16M -0.3% ▼ Trim 2
313 SPLV Invesco S&P 500 Low… 0.1% $221.66M 3.03M -6.8% ▼ Trim 2
314 FTHI First Trust BuyWrite Income… 0.1% $221.15M 9.64M +6.8% ▲ Add 2
315 HELO JPMorgan Hedged Equity… 0.1% $221.06M 3.46M +8.4% ▲ Add 2
316 DIVI FRANKLIN TEMPLETON ETF TR 0.1% $218.45M 5.49M +17.8% ▲ Add 2
317 HYG iShares iBoxx $ High Yield… 0.1% $217.43M 2.73M -6.0% ▼ Trim 2
318 SPHY State Street SPDR Portfolio… 0.1% $216.93M 9.30M +5.7% ▲ Add 2
319 VHT Vanguard Health Care ETF 0.1% $215.99M 793.11K -1.6% ▼ Trim 2
320 QYLD Global X - Nasdaq 100… 0.1% $214.11M 12.48M +7.8% ▲ Add 2
321 NOW ServiceNow, Inc. 0.1% $213.68M 2.04M +13.2% ▲ Add 2
322 MCK McKesson Corporation 0.1% $212.94M 246.07K +17.6% ▲ Add 2
323 SPYI NEOS ETF TRUST 0.1% $212.37M 4.30M +37.0% ▲ Add 2
324 SPYD State Street SPDR Portfolio… 0.1% $212.29M 4.66M +3.1% ▲ Add 2
325 GD General Dynamics Corporation 0.1% $211.57M 616.43K +3.2% ▲ Add 2
326 QCOM QUALCOMM Incorporated 0.1% $211.25M 1.64M -2.0% ▼ Trim 2
327 NOC Northrop Grumman Corporation 0.1% $210.88M 309.10K -4.1% ▼ Trim 2
328 BLK BlackRock, Inc. 0.1% $210.35M 218.73K -0.4% ▼ Trim 2
329 BLV Vanguard Long-Term Bond ETF 0.1% $210.21M 3.06M -5.5% ▼ Trim 2
330 HYTR NORTHERN LTS FD TR III 0.1% $209.45M 9.84M +10.6% ▲ Add 2
331 VXF Vanguard Extended Market ETF 0.1% $208.85M 1.01M -1.4% ▼ Trim 2
332 FMDE Fidelity Enhanced Mid Cap… 0.1% $207.59M 5.77M +16.7% ▲ Add 2
333 IMCG iShares Morningstar Mid-Cap… 0.1% $205.07M 2.60M +6.3% ▲ Add 2
334 PWB Invesco Large Cap Growth ETF 0.1% $204.17M 1.62M +18.2% ▲ Add 2
335 DBEF Xtrackers MSCI EAFE Hedged… 0.1% $204.11M 4.13M -14.3% ▼ Trim 2
336 VNQ Vanguard Real Estate ETF 0.1% $201.97M 2.28M +3.2% ▲ Add 2
337 ISRG Intuitive Surgical, Inc. 0.1% $201.92M 438.02K -3.8% ▼ Trim 2
338 VDC Vanguard Consumer Staples… 0.1% $201.87M 898.84K +2.7% ▲ Add 2
339 DIS The Walt Disney Company 0.1% $201.79M 2.09M -11.5% ▼ Trim 2
340 VOE Vanguard Morningstar… 0.1% $201.59M 1.09M +1.7% ▲ Add 2
341 IEUR iShares Core MSCI Europe ETF 0.1% $201.48M 2.87M +10.3% ▲ Add 2
342 IWN iShares Russell 2000 Value… 0.1% $201.43M 1.06M -3.6% ▼ Trim 2
343 UBER Uber Technologies, Inc. 0.1% $200.71M 2.79M -3.3% ▼ Trim 2
344 PNC The PNC Financial Services… 0.1% $195.70M 940.44K +3.4% ▲ Add 2
345 FTGS FIRST TR EXCHANGE-TRADED FD 0.1% $195.60M 5.75M +6.8% ▲ Add 2
346 IQLT iShares MSCI Intl Quality… 0.1% $195.19M 4.22M +0.6% ▲ Add 2
347 ENB Enbridge Inc. 0.1% $195.04M 3.60M -1.3% ▼ Trim 2
348 BMY Bristol-Myers Squibb Company 0.1% $194.85M 3.21M +12.6% ▲ Add 2
349 FESM Fidelity Enhanced Small Cap… 0.1% $194.74M 5.12M +19.6% ▲ Add 2
350 IGIB iShares 5-10 Year… 0.1% $193.58M 3.64M +15.0% ▲ Add 2
351 VRT Vertiv Holdings Co 0.1% $193.46M 772.03K +5.3% ▲ Add 2
352 SCHX Schwab U.S. Large-Cap ETF 0.1% $193.28M 7.54M -2.1% ▼ Trim 2
353 COP ConocoPhillips 0.1% $193.26M 1.46M +6.3% ▲ Add 2
354 TXN Texas Instruments… 0.1% $192.81M 993.17K +1.1% ▲ Add 2
355 AMLP Alerian MLP ETF 0.1% $191.09M 3.63M +16.4% ▲ Add 2
356 APH Amphenol Corporation 0.1% $189.90M 1.50M -2.1% ▼ Trim 2
357 IGV iShares Expanded… 0.1% $189.72M 2.37M +56.4% ▲ Add 2
358 KLAC KLA Corporation 0.1% $189.60M 128.77K -0.1% ▼ Trim 2
359 CMI Cummins Inc. 0.1% $188.92M 351.14K -7.1% ▼ Trim 2
360 DIVB ISHARES TR 0.1% $188.51M 3.49M -2.3% ▼ Trim 2
361 LIN Linde plc 0.1% $188.29M 379.81K +7.2% ▲ Add 2
362 FV First Trust Dorsey Wright… 0.1% $187.41M 3.10M -25.4% ▼ Trim 2
363 GBIL Goldman Sachs Access… 0.0% $184.78M 1.84M +6.8% ▲ Add 2
364 ADI Analog Devices, Inc. 0.0% $184.70M 580.56K +7.4% ▲ Add 2
365 WT WisdomTree, Inc. 0.9% $184.40M 3.45M +1.6% ▲ Add 2
366 CLIP GLOBAL X FDS 0.0% $182.18M 1.82M +116.8% ▲ Add 2
367 WT WisdomTree, Inc. 0.9% $181.74M 3.77M +1.6% ▲ Add 2
368 IWS iShares Russell Mid-Cap… 0.0% $181.74M 1.25M +3.0% ▲ Add 2
369 IWO iShares Russell 2000 Growth… 0.0% $181.03M 576.87K +0.7% ▲ Add 2
370 VNLA Janus Henderson Short… 0.0% $180.14M 3.69M +21.1% ▲ Add 2
371 CGSD Capital Group Short… 0.0% $177.48M 6.88M +10.4% ▲ Add 2
372 USIG iShares Broad USD… 0.0% $177.48M 3.46M +22.9% ▲ Add 2
373 VPU Vanguard Utilities ETF 0.0% $177.15M 894.09K +0.1% ▲ Add 2
374 CB Chubb Limited 0.0% $177.05M 543.22K +5.7% ▲ Add 2
375 EVTR Eaton Vance Total Return… 0.0% $175.23M 3.45M +31.7% ▲ Add 2
376 COWG Pacer US Large Cap Cash… 0.0% $174.83M 5.18M -5.7% ▼ Trim 2
377 ANET Arista Networks, Inc. 0.0% $174.33M 1.42M +12.6% ▲ Add 2
378 SHOP Shopify Inc. 0.0% $173.87M 1.47M +6.5% ▲ Add 2
379 MDT Medtronic plc 0.0% $173.72M 2.00M +13.0% ▲ Add 2
380 SJNK State Street SPDR Bloomberg… 0.0% $172.89M 6.92M +14.5% ▲ Add 2
381 XSMO Invesco S&P SmallCap… 0.0% $171.88M 2.26M +4.1% ▲ Add 2
382 IGM iShares Expanded Tech… 0.0% $171.76M 1.45M -0.3% ▼ Trim 2
383 FTLS First Trust Long/Short… 0.0% $171.02M 2.43M +1.4% ▲ Add 2
384 FDN First Trust Dow Jones… 0.0% $170.86M 730.08K -13.0% ▼ Trim 2
385 ICSH iShares Ultra Short… 0.0% $170.81M 3.37M +16.9% ▲ Add 2
386 USHY iShares Broad USD High… 0.0% $170.81M 4.64M -15.1% ▼ Trim 2
387 FLQM Franklin U.S. Mid Cap… 0.0% $170.47M 3.10M +7.6% ▲ Add 2
388 IWV iShares Russell 3000 ETF 0.0% $169.53M 457.35K -8.6% ▼ Trim 2
389 BX Blackstone Inc. 0.0% $168.93M 1.47M +13.0% ▲ Add 2
390 PLD Prologis, Inc. 0.0% $168.78M 1.28M +2.9% ▲ Add 2
391 VT Vanguard Total World Stock… 0.0% $168.73M 1.22M +6.7% ▲ Add 2
392 SCHW The Charles Schwab… 0.0% $168.57M 1.79M +0.7% ▲ Add 2
393 XLRE State Street Real Estate… 0.0% $168.12M 4.12M +2.7% ▲ Add 2
394 ESGU iShares ESG Aware MSCI USA… 0.0% $167.35M 1.18M +1.8% ▲ Add 2
395 SPGM SPDR INDEX SHS FDS 0.0% $166.22M 2.20M +0.1% ▲ Add 2
396 TMO Thermo Fisher Scientific… 0.0% $165.78M 337.27K +1.3% ▲ Add 2
397 CGIC Capital Group International… 0.0% $165.32M 4.99M +79.7% ▲ Add 2
398 YEAR Alliance Bernstein - AB… 0.0% $163.95M 3.25M +3.8% ▲ Add 2
399 AVDV Avantis International Small… 0.0% $163.39M 1.64M +14.7% ▲ Add 2
400 FSIG First Trust Limited… 0.0% $163.39M 8.63M +12.3% ▲ Add 2
401 TOTL State Street DoubleLine… 0.0% $163.07M 4.10M +6.6% ▲ Add 2
402 SFLR INNOVATOR ETFS TRUST 0.0% $162.50M 4.59M +7.8% ▲ Add 2
403 OMFL Invesco Russell 1000… 0.0% $162.43M 2.70M -3.4% ▼ Trim 2
404 FGD FIRST TR EXCHANGE-TRADED FD 0.0% $162.38M 5.09M +52.4% ▲ Add 2
405 VGIT Vanguard Intermediate-Term… 0.0% $162.36M 2.73M +10.1% ▲ Add 2
406 FNDX Schwab Fundamental U.S.… 0.0% $162.23M 5.83M +13.1% ▲ Add 2
407 GCOW Pacer Global Cash Cows… 0.0% $161.86M 3.50M +6.0% ▲ Add 2
408 PSX Phillips 66 0.0% $161.74M 887.80K -0.7% ▼ Trim 2
409 USB U.S. Bancorp 0.0% $160.59M 3.09M +5.0% ▲ Add 2
410 IGSB iShares 1-5 Year Investment… 0.0% $157.78M 3.00M +0.5% ▲ Add 2
411 EPD Enterprise Products… 0.0% $157.63M 4.17M +0.3% ▲ Add 2
412 EMR Emerson Electric Co. 0.0% $157.43M 1.20M +1.6% ▲ Add 2
413 MGV Vanguard Morningstar Mega… 0.0% $157.05M 1.08M +0.9% ▲ Add 2
414 JMST JPMorgan Ultra-Short… 0.0% $156.98M 3.08M +1.8% ▲ Add 2
415 ITW Illinois Tool Works Inc. 0.0% $156.84M 602.57K +6.0% ▲ Add 2
416 PWR Quanta Services, Inc. 0.0% $156.70M 285.42K +3.5% ▲ Add 2
417 WMB The Williams Companies, Inc. 0.0% $156.37M 2.15M +2.7% ▲ Add 2
418 DFAI Dimensional - International… 0.0% $156.37M 4.01M +20.9% ▲ Add 2
419 BSCS Invesco BulletShares 2028… 0.0% $156.29M 7.65M +5.1% ▲ Add 2
420 TIP iShares TIPS Bond ETF 0.0% $154.74M 1.40M +11.3% ▲ Add 2
421 SCHF Schwab International Equity… 0.0% $153.98M 6.22M +2.2% ▲ Add 2
422 IDEV iShares Core MSCI… 0.0% $153.39M 1.84M +23.6% ▲ Add 2
423 BSCQ Invesco BulletShares 2026… 0.0% $153.32M 7.85M +2.7% ▲ Add 2
424 UPS United Parcel Service, Inc. 0.0% $152.20M 1.55M +4.3% ▲ Add 2
425 OKE ONEOK, Inc. 0.0% $151.36M 1.67M +2.7% ▲ Add 2
426 RWJ Invesco S&P SmallCap 600… 0.0% $150.80M 2.99M +5.2% ▲ Add 2
427 HEFA iShares Currency Hedged… 0.0% $150.53M 3.54M -2.2% ▼ Trim 2
428 MDYG State Street SPDR S&P 400… 0.0% $150.48M 1.57M -10.4% ▼ Trim 2
429 O Realty Income Corporation 0.0% $150.07M 2.45M -6.9% ▼ Trim 2
430 IOO iShares Global 100 ETF 0.0% $149.52M 1.24M +1.4% ▲ Add 2
431 DSI iShares ESG MSCI KLD 400 ETF 0.0% $149.41M 1.23M -2.1% ▼ Trim 2
432 IJT iShares S&P Small-Cap 600… 0.0% $149.23M 1.03M +7.8% ▲ Add 2
433 PH Parker-Hannifin Corporation 0.0% $149.18M 166.63K +2.5% ▲ Add 2
434 AMT American Tower Corporation 0.0% $146.55M 849.19K +58.8% ▲ Add 2
435 FTEC Fidelity MSCI Information… 0.0% $146.22M 702.83K +1.2% ▲ Add 2
436 OUNZ VanEck Merk Gold ETF 0.0% $146.04M 3.24M +1.6% ▲ Add 2
437 FLMI FRANKLIN TEMPLETON ETF TR 0.0% $145.55M 5.87M +22.1% ▲ Add 2
438 TMSL T. Rowe Price Small-Mid Cap… 0.0% $145.30M 3.96M -8.0% ▼ Trim 2
439 IJK iShares S&P Mid-Cap 400… 0.0% $144.20M 1.43M -0.4% ▼ Trim 2
440 FELG Fidelity Enhanced Large Cap… 0.0% $143.68M 3.83M +38.5% ▲ Add 2
441 AEP American Electric Power… 0.0% $142.71M 1.09M -14.4% ▼ Trim 2
442 CME CME Group Inc. 0.0% $142.51M 482.52K +22.7% ▲ Add 2
443 JMEE JPMorgan Small & Mid Cap… 0.0% $142.37M 2.13M +9.3% ▲ Add 2
444 PWV Invesco Large Cap Value ETF 0.0% $142.21M 2.04M +10.5% ▲ Add 2
445 ARKK ARK Innovation ETF 0.0% $142.15M 2.10M -2.3% ▼ Trim 2
446 IDV iShares International… 0.0% $141.89M 3.33M +19.0% ▲ Add 2
447 VDE Vanguard Energy ETF 0.0% $141.60M 818.31K +0.6% ▲ Add 2
448 ANGL VanEck Fallen Angel High… 0.0% $141.35M 4.92M +12.1% ▲ Add 2
449 GILD Gilead Sciences, Inc. 0.0% $140.98M 1.01M -6.5% ▼ Trim 2
450 CALF Pacer US Small Cap Cash… 0.0% $140.79M 3.14M -12.0% ▼ Trim 2
451 BSCR Invesco BulletShares 2027… 0.0% $140.73M 7.17M +6.4% ▲ Add 2
452 JNK State Street SPDR Bloomberg… 0.0% $140.27M 1.47M +7.3% ▲ Add 2
453 INCM FRANKLIN TEMPLETON ETF TR 0.0% $140.25M 4.88M +27.7% ▲ Add 2
454 MMM 3M Company 0.0% $140.22M 965.52K -9.5% ▼ Trim 2
455 WT WisdomTree, Inc. 0.9% $139.73M 3.17M +1.6% ▲ Add 2
456 BTI British American Tobacco… 0.0% $139.73M 2.39M +14.2% ▲ Add 2
457 NEAR iShares Short Duration Bond… 0.0% $139.55M 2.75M +3.4% ▲ Add 2
458 GARP ISHARES TR 0.0% $139.33M 2.18M +65.5% ▲ Add 2
459 INTC Intel Corp. 0.0% $139.32M 3.16M +18.2% ▲ Add 2
460 TTE TotalEnergies SE 0.0% $139.28M 1.53M +4.2% ▲ Add 2
461 SRLN State Street Blackstone… 0.0% $139.27M 3.47M -9.6% ▼ Trim 2
462 CGCV Capital Group Conservative… 0.0% $139.04M 4.66M +18.3% ▲ Add 2
463 XLB State Street Materials… 0.0% $138.92M 2.78M +32.8% ▲ Add 2
464 WEC WEC Energy Group, Inc. 0.0% $138.75M 1.20M +23.1% ▲ Add 2
465 FCX Freeport-McMoRan Inc. 0.0% $138.43M 2.36M +17.6% ▲ Add 2
466 ET Energy Transfer LP 0.0% $137.84M 7.14M -1.2% ▼ Trim 2
467 LHX L3Harris Technologies, Inc. 0.0% $137.29M 397.76K +27.3% ▲ Add 2
468 VLO Valero Energy Corporation 0.0% $136.12M 550.91K +9.0% ▲ Add 2
469 KMI Kinder Morgan, Inc. 0.0% $135.24M 4.03M -3.6% ▼ Trim 2
470 PAYX Paychex, Inc. 0.0% $133.72M 1.45M +41.9% ▲ Add 2
471 XYLD Global X - S&P 500 Covered… 0.0% $133.72M 3.42M +5.1% ▲ Add 2
472 VLUE iShares MSCI USA Value… 0.0% $133.57M 939.36K +74.5% ▲ Add 2
473 QDPL PACER FDS TR 0.0% $133.23M 3.32M -0.2% ▼ Trim 2
474 ADP Automatic Data Processing… 0.0% $133.13M 655.25K -2.8% ▼ Trim 2
475 EAGG iShares ESG Aware U.S.… 0.0% $133.06M 2.80M +32.6% ▲ Add 2
476 PRF Invesco RAFI US 1000 ETF 0.0% $133.03M 2.80M +2.6% ▲ Add 2
477 LRGG NOMURA ETF TR 0.0% $132.88M 5.19M -27.8% ▼ Trim 2
478 QTEC First Trust… 0.0% $132.75M 614.66K -2.8% ▼ Trim 2
479 HYLS First Trust Tactical High… 0.0% $132.43M 3.26M -17.1% ▼ Trim 2
480 XEL Xcel Energy Inc. 0.0% $132.36M 1.67M -6.4% ▼ Trim 2
481 SYK Stryker Corporation 0.0% $132.15M 402.18K -2.2% ▼ Trim 2
482 FYC FIRST TR EXCHANGE-TRADED ALP 0.0% $131.92M 1.36M +14.9% ▲ Add 2
483 FNDF Schwab Fundamental… 0.0% $130.87M 2.67M +7.8% ▲ Add 2
484 SPGI S&P Global Inc. 0.0% $130.75M 307.39K -4.0% ▼ Trim 2
485 RAAX VANECK ETF TRUST 0.0% $130.22M 3.20M +77.1% ▲ Add 2
486 SHYG iShares 0-5 Year High Yield… 0.0% $129.44M 3.06M +7.7% ▲ Add 2
487 AFLG FIRST TR EXCHNG TRADED FD VI 0.0% $129.40M 3.35M +41.5% ▲ Add 2
488 VRIG Invesco Variable Rate… 0.0% $129.30M 5.16M -8.6% ▼ Trim 2
489 SPGP Invesco S&P 500 GARP ETF 0.0% $129.21M 1.20M -7.3% ▼ Trim 2
490 AZN AstraZeneca PLC 0.0% $128.51M 651.60K +13.0% ▲ Add 2
491 FDX FedEx Corporation 0.0% $127.02M 356.62K -6.7% ▼ Trim 2
492 VGLT Vanguard Long-Term Treasury… 0.0% $126.74M 2.29M +9.1% ▲ Add 2
493 VUSB Vanguard Ultra-Short Bond… 0.0% $125.80M 2.53M +25.6% ▲ Add 2
494 DFIC Dimensional - International… 0.0% $124.74M 3.51M +2.1% ▲ Add 2
495 IBIT iShares Bitcoin Trust ETF 0.0% $124.00M 3.23M +8.3% ▲ Add 2
496 FNX First Trust Mid Cap Core… 0.0% $123.46M 962.68K +3.0% ▲ Add 2
497 ILCG iShares Morningstar Growth… 0.0% $123.40M 1.29M -6.4% ▼ Trim 2
498 APD Air Products and Chemicals… 0.0% $123.33M 424.55K +6.8% ▲ Add 2
499 DFIV Dimensional - International… 0.0% $123.16M 2.33M +5.8% ▲ Add 2
500 WINN HARBOR ETF TRUST 0.0% $122.83M 4.43M -10.7% ▼ Trim 2

Solo posizioni in azioni ordinarie (SH); le righe di opzioni si trovano nella scheda Opzioni e non vengono mai compensate. ✂ = variazione calcolata rispetto alle azioni precedenti rettificate per split. "Held N+" = detenuto ogni trimestre nella nostra finestra temporale, possibilmente anche oltre.

Età della posizione
2060–1 trimestri
47632–4 trimestri

Trimestri consecutivi in cui ciascuna posizione corrente è stata segnalata, nella nostra finestra di dati.

Gestori simili
GestorePosizioni comuniSovrapposizione di nomiSimilarità ponderata
Cetera Investment Advisers 3997 75.4% 0.8697 Confronta ⇄
Mml Investors Services, Llc 2929 56.8% 0.8502 Confronta ⇄
Osaic Holdings, Inc. 4985 78.3% 0.8475 Confronta ⇄
Commonwealth Equity Services, Llc 3585 68.0% 0.8294 Confronta ⇄
Envestnet Asset Management Inc 3956 74.0% 0.7159 Confronta ⇄
HighTower Advisors, LLC 3256 61.2% 0.711 Confronta ⇄
Bank Of America Corp /De/ 4314 72.0% 0.704 Confronta ⇄
Wells Fargo & Company/Mn 4652 74.0% 0.7034 Confronta ⇄

Similarità basata esclusivamente sulle posizioni lunghe dichiarate — le coperture e gli asset non soggetti a 13F non sono visibili. Metodologia

Registro dei depositi
Aug 07 2026 13F-HR · periodo Q2 2026

$445.10B · 6,201 posizioni · Visualizza la dichiarazione SEC originale ↗

May 06 2026 13F-HR · periodo Q1 2026

$376.56B · 5,964 posizioni · Visualizza la dichiarazione SEC originale ↗

Feb 11 2026 13F-HR · periodo Q4 2025

$366.18B · 5,869 posizioni · Visualizza la dichiarazione SEC originale ↗

Nov 12 2025 13F-HR · periodo Q3 2025

$343.11B · 5,793 posizioni · Visualizza la dichiarazione SEC originale ↗

Aug 12 2025 13F-HR · periodo Q2 2025

$299.81B · 5,548 posizioni · Visualizza la dichiarazione SEC originale ↗

Provenienza: Tutte le posizioni analizzate dalle tabelle informative 13F di questo gestore su SEC EDGAR; valori come riportati, USD interi. Le variazioni confrontano l'ultima versione accettata di ciascun trimestre (emendamenti incorporati) sui conteggi di azioni rettificati per i frazionamenti. Periodo di rendicontazione: Q1 2026 · ultimo filing Aug 07, 2026 · Metodologia di calcolo