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Institutional

Ameritas Advisory Services, LLC

CIK 0001901275
$2.58B
Reported AUM
1,075
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · Ameritas Advisory Services, LLC · Q1 2026

AI · grounded in 13F

Ameritas Advisory Services, LLC established a new position in FLRN valued at $8.8M. The fund significantly increased its holdings in VGSH and XHLF, raising share counts by 1896.3% and 1501.4% respectively. Conversely, the fund trimmed several positions, most notably reducing shares of QUAL by 34.7% and QQQ by 24.3%.

Portfolio · Q1 2026

AAPLJAAAOther$1.90BAL

Top holdings· first 500 of 1075

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLAPPLE INC$307.34-1.25%51.31%116.17%$77.0M2.99%2,928−1.0%
2JAAAJANUS DETROIT STR TR$50.570.04%5.56%25.55%$51.5M2.00%+33,731+3.4%
3IHDGWISDOMTREE TR$50.83-1.78%13.56%37.51%$46.9M1.82%152,027−13.5%
4QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$43.1M1.67%23,966−24.3%
5VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$42.6M1.65%+715+1.0%
6FDRRFIDELITY COVINGTON TRUST$65.88-1.81%28.94%73.95%$42.2M1.64%24,855−3.3%
7SPYGSPDR SERIES TRUST$116.55-3.83%28.20%85.39%$41.9M1.63%14,786−3.3%
8IWFISHARES TR$122.69-3.26%20.87%79.95%$40.1M1.55%+1,078+1.2%
9FBNDFIDELITY MERRIMACK STR TR$45.29-0.44%5.41%2.25%$35.7M1.38%+10,925+1.4%
10NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$33.4M1.29%+1,163+0.6%
11IVVISHARES TR$740.91-2.62%24.60%80.03%$31.4M1.22%5,378−10.1%
12MTUMISHARES TR$306.47-5.95%32.74%85.12%$30.5M1.18%6,606−4.9%
13SPYSPDR S&P 500 ETF TR$737.55-2.58%24.51%79.50%$29.8M1.16%+638+1.4%
14VDEVANGUARD WORLD FD$162.36-2.11%42.81%177.33%$27.7M1.07%36,012−18.4%
15RECSCOLUMBIA ETF TR I$43.21-1.66%22.88%83.03%$27.3M1.06%+260,902+59.3%
16MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$26.1M1.01%+1,638+2.4%
17AGOXSTARBOARD INVT TR$34.42-1.09%25.66%46.90%$25.4M0.99%8,435−0.9%
18VHTVANGUARD WORLD FD$284.130.26%16.76%18.87%$24.1M0.94%4,720−5.1%
19VISVANGUARD WORLD FD$340.04-1.50%25.16%83.51%$22.9M0.89%4,722−6.0%
20VPUVANGUARD WORLD FD$192.360.79%12.79%54.49%$22.7M0.88%7,420−6.1%
21VAWVANGUARD WORLD FD$227.85-2.58%19.07%34.87%$22.5M0.87%6,700−6.3%
22VGTVANGUARD WORLD FD$115.28-6.14%47.86%130.97%$21.3M0.83%7,558−19.8%
23VDCVANGUARD WORLD FD$225.751.73%4.33%36.43%$21.1M0.82%4,863−4.9%
24VNQVANGUARD INDEX FDS$96.790.72%11.98%9.39%$20.7M0.80%+38,123+19.5%
25QUALISHARES TR$213.14-1.93%19.32%64.31%$20.5M0.79%56,706−34.7%
26PULSPGIM ETF TR$49.57-0.02%5.07%22.44%$20.4M0.79%+32,153+8.4%
27STPZPIMCO ETF TR$53.41-0.34%4.72%14.14%$19.8M0.77%+176+0.0%
28MGKVANGUARD WORLD FD$87.47-3.73%24.66%86.95%$19.6M0.76%2,257−4.1%
29BRK/BBERKSHIRE HATHAWAY INC DEL$19.5M0.76%+2,208+5.7%
30AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$19.1M0.74%217−0.4%
31IJHISHARES TR$73.95-2.00%$19.1M0.74%56,662−16.7%
32GOOGLALPHABET INC$368.53-0.98%$19.0M0.74%2,114−3.1%
33SCHDSCHWAB STRATEGIC TR$32.30-0.89%$18.6M0.72%179,277−22.8%
34VTIVANGUARD INDEX FDS$363.38-2.68%$18.0M0.70%3,543−5.9%
35PAVEGLOBAL X FDS$56.68-1.61%$17.8M0.69%14,004−3.8%
36VOXVANGUARD WORLD FD$188.53-1.87%$17.6M0.68%31,038−24.1%
37VCRVANGUARD WORLD FD$383.54-1.98%$17.4M0.67%13,786−22.2%
38AMZNAMAZON COM INC$246.03-3.06%$16.9M0.66%+889+1.1%
39XLKSELECT SECTOR SPDR TR$180.30-6.66%$16.8M0.65%4,188−3.2%
40CGDVCAPITAL GROUP DIVIDEND VALUE$47.88-2.35%$16.6M0.64%+141,206+56.6%
41VFHVANGUARD WORLD FD$128.080.14%$16.1M0.62%42,396−24.2%
42IDMOINVESCO EXCH TRADED FD TR II$57.85-3.29%$15.7M0.61%+125,832+78.8%
43PAAAPGIM ETF TR$51.350.06%$15.6M0.61%140,015−31.5%
44VTVVANGUARD INDEX FDS$212.02-1.36%$15.6M0.60%1,254−1.6%
45VOVANGUARD INDEX FDS$78.53-2.06%$14.5M0.56%+9,144+22.2%
46TSLATESLA INC$391.00-6.56%$14.3M0.55%450−1.2%
47BILSPDR SERIES TRUST$91.450.04%$14.0M0.54%+51,491+50.8%
48VBVANGUARD INDEX FDS$288.20-2.44%$13.7M0.53%1,698−3.2%
49SRLNSSGA ACTIVE ETF TR$40.30-0.17%$13.6M0.53%114,190−25.1%
50DYNFBLACKROCK ETF TRUST$65.88-2.95%$13.0M0.51%+13,970+6.6%
51VTIPVANGUARD MALVERN FDS$50.31-0.20%$12.9M0.50%+104,991+68.4%
52MGVVANGUARD WORLD FD$157.73-1.46%$12.8M0.50%1,278−1.4%
53XLRESELECT SECTOR SPDR TR$44.700.68%$12.0M0.46%2,168−0.7%
54DSIISHARES TR$139.99-2.95%$11.6M0.45%2,269−2.3%
55FIWFIRST TR EXCHANGE-TRADED FD$104.31-0.35%$11.4M0.44%276−0.2%
56OUNZVANECK MERK GOLD ETF$41.51-3.64%$11.3M0.44%13,214−5.0%
57VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%$11.0M0.43%1,031−2.0%
58VUGVANGUARD INDEX FDS$85.93-3.62%$10.6M0.41%+172+0.7%
59HYGISHARES TR$79.43-0.50%$10.6M0.41%6,291−4.5%
60GLDSPDR GOLD TR$396.24-3.65%$10.2M0.40%2,927−11.0%
61DIASPDR DOW JONES INDL AVERAGE$509.70-1.35%$10.2M0.40%92−0.4%
62METAMETA PLATFORMS INC$593.00-5.51%$10.1M0.39%+467+2.7%
63JPMJPMORGAN CHASE & CO.$312.370.48%$9.9M0.38%867−2.5%
64WMTWALMART INC$118.880.97%$9.8M0.38%1,572−1.9%
65MINTPIMCO ETF TR$100.510.01%$9.8M0.38%+1,267+1.3%
66JQUAJ P MORGAN EXCHANGE TRADED F$69.89-2.82%$9.8M0.38%29,746−15.7%
67JPSTJ P MORGAN EXCHANGE TRADED F$50.41-0.04%$9.3M0.36%+2,462+1.4%
68VCSHVANGUARD SCOTTSDALE FDS$78.61-0.29%$9.3M0.36%+105,436+913.0%
69VYMVANGUARD WHITEHALL FDS$158.24-1.35%$9.3M0.36%2,793−4.3%
70CATCATERPILLAR INC$904.28-3.85%$9.2M0.36%474−3.5%
71IDEVISHARES TR$88.23-2.57%$9.0M0.35%2,594−2.4%
72VGSHVANGUARD SCOTTSDALE FDS$58.04-0.17%$9.0M0.35%+145,675+1896.3%
73FLRNSPDR SERIES TRUST$30.760.00%$8.8M0.34%+287,517NEW
74IJRISHARES TR$137.68-1.84%$8.7M0.34%4,072−5.5%
75IVWISHARES TR$134.60-3.81%$8.7M0.34%11,887−13.4%
76PDBCINVESCO ACTVELY MNGD ETC FD$17.46-2.18%$8.6M0.33%30,079−5.7%
77BIVVANGUARD BD INDEX FDS$76.05-0.51%$8.6M0.33%38,033−25.4%
78IEMGISHARES INC$78.63-6.40%$8.5M0.33%3,189−2.5%
79FTSMFIRST TR EXCHANGE-TRADED FD$59.79-0.02%$8.4M0.33%+5,062+3.7%
80VOEVANGUARD INDEX FDS$195.39-0.90%$8.1M0.32%2,944−6.3%
81BILSSPDR SERIES TRUST$99.180.01%$8.1M0.31%+18,546+29.6%
82VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%$7.9M0.30%3,670−2.9%
83SGOVISHARES TR$100.450.03%$7.8M0.30%+4,376+6.0%
84SCHGSCHWAB STRATEGIC TR$33.75-2.99%$7.7M0.30%+3,412+1.3%
85BLVVANGUARD BD INDEX FDS$68.05-0.63%$7.6M0.29%39,169−26.2%
86IOOISHARES TR$138.58-2.98%$7.4M0.29%4,377−6.7%
87VBRVANGUARD INDEX FDS$234.32-1.10%$7.4M0.29%2,407−6.6%
88SLVISHARES SILVER TR$61.57-8.08%$7.1M0.28%22,192−17.6%
89FDLOFIDELITY COVINGTON TRUST$69.51-0.76%$6.9M0.27%3,957−3.6%
90QQQMINVESCO EXCH TRADED FD TR II$290.35-4.78%$6.9M0.27%+3,961+15.9%
91XHLFBONDBLOXX ETF TRUST$50.200.04%$6.6M0.26%+123,142+1501.4%
92GLDMWORLD GOLD TR$85.42-3.67%$6.6M0.26%2,432−3.3%
93PHYSSPROTT ASSET MANAGEMENT LP$32.54-3.76%$6.5M0.25%20,860−10.3%
94AVUVAMERICAN CENTY ETF TR$119.70-1.44%$6.4M0.25%+355+0.6%
95IQLTISHARES TR$48.19-2.49%$6.4M0.25%4,995−3.5%
96UPSUNITED PARCEL SERVICE INC$108.54-1.52%$6.3M0.25%564−0.9%
97IEFAISHARES TR$95.56-2.60%$6.3M0.24%3,200−4.4%
98JNKSPDR SERIES TRUST$95.73-0.44%$6.3M0.24%2,185−3.2%
99GOOGALPHABET INC$365.76-0.95%$6.1M0.24%231−1.1%
100LLYELI LILLY & CO$1131.420.55%$6.0M0.23%91−1.4%
101NUDMNUSHARES ETF TR$5.9M0.23%+6,555+4.2%
102IUSVISHARES TR$5.9M0.23%8,860−13.3%
103SHYGISHARES TR$5.9M0.23%6,135−4.2%
104FBTFIRST TR EXCHANGE-TRADED FD$5.9M0.23%758−2.5%
105CVXCHEVRON CORP NEW$5.6M0.22%430−1.6%
106SMHVANECK ETF TRUST$5.5M0.21%1,500−9.5%
107PGPROCTER AND GAMBLE CO$5.5M0.21%968−2.5%
108MAMASTERCARD INCORPORATED$5.4M0.21%1,709−13.8%
109BSVVANGUARD BD INDEX FDS$5.2M0.20%5,235−7.3%
110SDYSPDR SERIES TRUST$5.2M0.20%622−1.7%
111LMBSFIRST TR EXCHANGE-TRADED FD$5.2M0.20%75,170−41.9%
112COSTCOSTCO WHSL CORP NEW$5.2M0.20%87−1.6%
113VZVERIZON COMMUNICATIONS INC$5.1M0.20%9,121−8.2%
114BNDXVANGUARD CHARLOTTE FDS$4.9M0.19%495−0.5%
115TAT&T INC$4.9M0.19%8,049−4.6%
116IAUISHARES GOLD TR$4.7M0.18%2,593−4.7%
117VXFVANGUARD INDEX FDS$4.6M0.18%2,317−9.3%
118VWOVANGUARD INTL EQUITY INDEX F$4.6M0.18%305−0.4%
119BAC 7.25 PERP LBANK AMERICA CORP$4.6M0.18%47−1.2%
120JMUBJ P MORGAN EXCHANGE TRADED F$4.5M0.17%7,810−8.0%
121ECOWPACER FDS TR$4.4M0.17%232−0.1%
122VBKVANGUARD INDEX FDS$4.4M0.17%175−1.2%
123WFC 7.5 PERP LWELLS FARGO CO NEW$4.4M0.17%27−0.7%
124AIRRFIRST TR EXCHANGE TRADED FD$4.4M0.17%817−2.0%
125SHWSHERWIN WILLIAMS CO$4.4M0.17%8−0.1%
126IYWISHARES TR$4.3M0.17%435−1.8%
127VOTVANGUARD INDEX FDS$4.3M0.17%7,145−29.8%
128CGGRCAPITAL GROUP GROWTH ETF$4.3M0.17%+3,640+3.5%
129JGLOJ P MORGAN EXCHANGE TRADED F$4.3M0.17%16,510−20.2%
130XOMEXXON MOBIL CORP$4.3M0.17%10,846−30.2%
131IWMISHARES TR$4.2M0.16%1,056−5.8%
132HDHOME DEPOT INC$4.0M0.16%387−3.1%
133BUFRFIRST TR EXCHNG TRADED FD VI$4.0M0.15%+8,658+8.0%
134IEURISHARES TR$3.9M0.15%+5,346+10.8%
135HIIHUNTINGTON INGALLS INDS INC$3.9M0.15%400−3.8%
136ICSHISHARES TR$3.8M0.15%+20,422+37.6%
137NUSCNUSHARES ETF TR$3.8M0.15%1,151−1.4%
138USFRWISDOMTREE TR$3.8M0.15%+3,221+4.5%
139ABBVABBVIE INC$3.7M0.14%+417+2.5%
140VCITVANGUARD SCOTTSDALE FDS$3.7M0.14%2,615−5.5%
141CSCOCISCO SYS INC$3.7M0.14%2,757−5.5%
142TSMTAIWAN SEMICONDUCTOR MFG LTD$3.6M0.14%83−0.8%
143BABOEING CO$3.6M0.14%1,694−8.5%
144BNDVANGUARD BD INDEX FDS$3.6M0.14%+1,033+2.2%
145AOMISHARES TR$3.6M0.14%1,824−2.3%
146SPYMSPDR SERIES TRUST$3.5M0.14%+1,479+3.4%
147SCHXSCHWAB STRATEGIC TR$3.5M0.13%+2,998+2.3%
148IWRISHARES TR$3.3M0.13%+3,319+10.7%
149NEENEXTERA ENERGY INC$3.3M0.13%2,961−7.6%
150KOCOCA COLA CO$3.3M0.13%3,830−8.1%
151EVTRMORGAN STANLEY ETF TRUST$3.3M0.13%+7,913+13.9%
152EDVVANGUARD WORLD FD$3.3M0.13%33,228−39.8%
153CGDGCAPITAL GROUP DIVIDEND GROWE$3.3M0.13%+3,884+4.5%
154VVISA INC$3.3M0.13%3,267−23.3%
155SHYISHARES TR$3.2M0.12%+8,352+27.3%
156CGGOCAPITAL GROUP GBL GROWTH EQT$3.2M0.12%+843+0.9%
157VALQAMERICAN CENTY ETF TR$3.2M0.12%+371+0.8%
158MOALTRIA GROUP INC$3.2M0.12%7,921−14.1%
159PSLVSPROTT ASSET MANAGEMENT LP$3.2M0.12%+17,285+15.2%
160KLACKLA CORP$3.2M0.12%31−1.4%
161FICOFAIR ISAAC CORP$3.2M0.12%3−0.1%
162OUSAALPS ETF TR$3.2M0.12%+618+1.1%
163NEMNEWMONT CORP$3.1M0.12%2,286−7.3%
164SPYINEOS ETF TRUST$3.1M0.12%+593+0.9%
165UTHRUNITED THERAPEUTICS CORP DEL$3.1M0.12%+98+1.9%
166JNJJOHNSON & JOHNSON$3.1M0.12%826−6.2%
167XLESELECT SECTOR SPDR TR$3.0M0.12%+12,250+32.9%
168AMDADVANCED MICRO DEVICES INC$3.0M0.12%+439+3.1%
169IBMINTERNATIONAL BUSINESS MACHS$3.0M0.12%+435+3.7%
170NUMGNUSHARES ETF TR$3.0M0.12%+2,428+3.5%
171JMSTJ P MORGAN EXCHANGE TRADED F$3.0M0.11%14,366−19.8%
172SCHVSCHWAB STRATEGIC TR$3.0M0.11%3,113−3.1%
173SPYVSPDR SERIES TRUST$3.0M0.11%11,547−18.1%
174CGXUCAPITAL GROUP INTL FOCUS EQT$2.9M0.11%+6,903+7.5%
175RDVYFIRST TR EXCHANGE TRADED FD$2.9M0.11%1,829−4.2%
176HEQTSIMPLIFY EXCHANGE TRADED FUN$2.9M0.11%36,501−28.7%
177PPGPPG INDS INC$2.8M0.11%+1,085+4.2%
178PFEPFIZER INC$2.8M0.11%28,201−22.1%
179FLOTISHARES TR$2.8M0.11%+35,753+188.1%
180FTGCFIRST TR EXCHANGE TRAD FD VI$2.8M0.11%+8,338+9.5%
181CIBRFIRST TR EXCHANGE TRADED FD$2.8M0.11%1,013−2.2%
182TFLOISHARES TR$2.8M0.11%34−0.1%
183LULULULULEMON ATHLETICA INC$2.8M0.11%222−1.2%
184PMPHILIP MORRIS INTL INC$2.7M0.11%630−3.7%
185ORCLORACLE CORP$2.7M0.11%3,136−14.4%
186SPTMSPDR SERIES TRUST$2.7M0.11%+13,744+65.7%
187IUSBISHARES TR$2.7M0.11%4,319−6.8%
188USMVISHARES TR$2.7M0.10%2,253−7.2%
189ONEVSPDR SERIES TRUST$2.6M0.10%2,187−10.0%
190MCDMCDONALDS CORP$2.6M0.10%579−6.4%
191FOXAFOX CORP$2.6M0.10%975−2.1%
192UNHUNITEDHEALTH GROUP INC$2.5M0.10%+2,329+32.9%
193DVYISHARES TR$2.5M0.10%708−4.0%
194EZUISHARES INC$2.5M0.10%+12,003+43.4%
195XLFSELECT SECTOR SPDR TR$2.5M0.10%580−1.1%
196AIQGLOBAL X FDS$2.5M0.10%+109+0.2%
197RFGINVESCO EXCHANGE TRADED FD T$2.4M0.09%+1+0.0%
198MUBISHARES TR$2.4M0.09%+1,052+4.9%
199USIGISHARES TR$2.4M0.09%+1,397+3.1%
200SEPPPGIM ROCK ETF TR$2.4M0.09%1,891−2.3%
201JEPQJ P MORGAN EXCHANGE TRADED F$2.4M0.09%1,026−2.4%
202MRKMERCK & CO INC$2.3M0.09%+804+4.3%
203FXFINVESCO CURRENCYSHARES SWISS$2.3M0.09%+21,103NEW
204PVALPUTNAM ETF TRUST$2.3M0.09%+27,287+120.6%
205TMOTHERMO FISHER SCIENTIFIC INC$2.3M0.09%109−2.3%
206TSCOTRACTOR SUPPLY CO$2.3M0.09%1,777−3.4%
207ACGLARCH CAP GROUP LTD$2.3M0.09%159−0.7%
208VTEBVANGUARD MUN BD FDS$2.3M0.09%+7,726+20.5%
209PLTRPALANTIR TECHNOLOGIES INC$2.3M0.09%176−1.1%
210QGROAMERICAN CENTY ETF TR$2.3M0.09%947−4.2%
211SCHASCHWAB STRATEGIC TR$2.2M0.09%+4,168+5.7%
212TJXTJX COS INC NEW$2.2M0.09%747−5.1%
213TBILRBB FD INC$2.2M0.09%+1,436+3.4%
214CTASCINTAS CORP$2.2M0.09%543−4.0%
215BACBANK AMERICA CORP$2.2M0.08%2,727−5.7%
216QYLDGLOBAL X FDS$2.2M0.08%+595+0.5%
217WMBWILLIAMS COS INC$2.2M0.08%8,522−22.1%
218STLDSTEEL DYNAMICS INC$2.2M0.08%+10,309+590.1%
219HIMUBLACKROCK ETF TRUST II$2.1M0.08%23,457−34.4%
220XLISELECT SECTOR SPDR TR$2.1M0.08%5,535−29.7%
221GOVTISHARES TR$2.1M0.08%+1,761+2.0%
222SYFSYNCHRONY FINANCIAL$2.1M0.08%2,058−6.3%
223SEIVSEI EXCHANGE TRADED FUNDS$2.1M0.08%571−1.1%
224AMGNAMGEN INC$2.1M0.08%294−4.7%
225CMICUMMINS INC$2.1M0.08%+2,112+122.9%
226SEIMSEI EXCHANGE TRADED FUNDS$2.1M0.08%+88+0.2%
227TMUST-MOBILE US INC$2.1M0.08%610−5.9%
228SCHOSCHWAB STRATEGIC TR$2.0M0.08%9,088−9.9%
229IWSISHARES TR$2.0M0.08%5,794−29.9%
230FTECFIDELITY COVINGTON TRUST$2.0M0.08%143−1.5%
231PEPPEPSICO INC$2.0M0.08%+312+2.5%
232XMMOINVESCO EXCHANGE TRADED FD T$1.9M0.08%+736+5.8%
233EFAISHARES TR$1.9M0.07%812−3.9%
234FIXDFIRST TR EXCHNG TRADED FD VI$1.9M0.07%2,847−6.1%
235TTTRANE TECHNOLOGIES PLC$1.9M0.07%506−10.0%
236PSKSPDR SERIES TRUST$1.9M0.07%+1,187+2.0%
237LMTLOCKHEED MARTIN CORP$1.9M0.07%60−1.9%
238IWDISHARES TR$1.8M0.07%24−0.3%
239FNCLFIDELITY COVINGTON TRUST$1.8M0.07%12−0.0%
240XYLDGLOBAL X FDS$1.8M0.07%+384+0.8%
241DUKDUKE ENERGY CORP NEW$1.8M0.07%1,962−12.5%
242ACWIISHARES TR$1.8M0.07%+151+1.2%
243GEGE AEROSPACE$1.8M0.07%+1,245+24.4%
244NFLXNETFLIX INC$1.8M0.07%27−0.1%
245CCITIGROUP INC$1.8M0.07%125−0.8%
246CGMUCAPITAL GRP FIXED INCM ETF T$1.8M0.07%+184+0.3%
247QUREQUANTA SVCS INC$1.8M0.07%422−11.6%
248SKYYFIRST TR EXCHANGE TRADED FD$1.7M0.07%235−1.4%
249CGUSCAPITAL GROUP CORE EQUITY ET$1.7M0.07%6,296−12.2%
250AEPAMERICAN ELEC PWR CO INC$1.7M0.07%938−6.6%
251LVHILEGG MASON ETF INVT$1.7M0.07%12,498−22.7%
252SPSBSPDR SERIES TRUST$1.7M0.07%+68+0.1%
253REGLPROSHARES TR$1.7M0.07%489−2.4%
254FVDFIRST TR EXCHANGE-TRADED FD$1.7M0.07%6,767−15.7%
255QQQINEOS ETF TRUST$1.7M0.07%+2,704+8.6%
256WTVWISDOMTREE TR$1.7M0.07%2,949−14.2%
257CFGCITIZENS FINL GROUP INC$1.7M0.07%3,465−11.0%
258COFCAPITAL ONE FINL CORP$1.7M0.06%705−7.1%
259RTXRTX CORPORATION$1.7M0.06%259−2.9%
260EOGEOG RES INC$1.7M0.06%1,184−9.3%
261EDOWFIRST TR EXCHANGE-TRADED FD$1.6M0.06%+3+0.0%
262SPMOINVESCO EXCH TRADED FD TR II$1.6M0.06%449−3.0%
263VGITVANGUARD SCOTTSDALE FDS$1.6M0.06%291−1.0%
264LINLINDE PLC$1.6M0.06%360−10.0%
265EDIVSPDR INDEX SHS FDS$1.6M0.06%+2,094+5.4%
266CLOABLACKROCK ETF TRUST II$1.6M0.06%+30,972NEW
267IWPISHARES TR$1.6M0.06%498−3.9%
268EALTINNOVATOR ETFS TRUST$1.6M0.06%1,771−3.6%
269FPEFIRST TR EXCH TRADED FD III$1.6M0.06%+5,222+6.3%
270QCOMQUALCOMM INC$1.6M0.06%601−4.7%
271WMWASTE MGMT INC DEL$1.6M0.06%+484+7.7%
272CGUICAPITAL GRP FIXED INCM ETF T$1.5M0.06%+45,896+300.9%
273COWZPACER FDS TR$1.5M0.06%+1,340+5.8%
274PECOPHILLIPS EDISON & CO INC$1.5M0.06%986−2.4%
275XLYSELECT SECTOR SPDR TR$1.5M0.06%1,158−7.6%
276ISRGINTUITIVE SURGICAL INC$1.5M0.06%57−1.7%
277EWJISHARES INC$1.5M0.06%+4,863+37.0%
278IEFISHARES TR$1.5M0.06%+652+4.3%
279PUSHPGIM ETF TR$1.5M0.06%+30,163NEW
280VOOVVANGUARD ADMIRAL FDS INC$1.5M0.06%2,597−25.8%
281ETRENTERGY CORP NEW$1.5M0.06%1,288−8.8%
282FHLCFIDELITY COVINGTON TRUST$1.5M0.06%+2+0.0%
283VMBSVANGUARD SCOTTSDALE FDS$1.5M0.06%720−2.2%
284FDNFIRST TR EXCHANGE-TRADED FD$1.5M0.06%52−0.8%
285DGROISHARES TR$1.5M0.06%+1,547+7.9%
286WECWEC ENERGY GROUP INC$1.5M0.06%1,124−8.1%
287SCHPSCHWAB STRATEGIC TR$1.5M0.06%+417+0.8%
288COPXGLOBAL X FDS$1.5M0.06%+1,698+9.7%
289PHPARKER-HANNIFIN CORP$1.5M0.06%174−9.6%
290EWCISHARES INC$1.5M0.06%+4,585+20.8%
291BLCRBLACKROCK ETF TRUST$1.4M0.06%+34,920NEW
292XLUSELECT SECTOR SPDR TR$1.4M0.06%2,905−8.5%
293JPIBJ P MORGAN EXCHANGE TRADED F$1.4M0.06%+3,077+11.5%
294SFLRINNOVATOR ETFS TRUST$1.4M0.06%7,251−15.3%
295TLTISHARES TR$1.4M0.05%1,374−7.8%
296BIDDBLACKROCK ETF TRUST$1.4M0.05%2,136−4.1%
297XLVSELECT SECTOR SPDR TR$1.4M0.05%+269+2.9%
298SPHYSPDR SERIES TRUST$1.4M0.05%+4,220+7.6%
299HIGHARTFORD INSURANCE GROUP INC$1.4M0.05%66−0.6%
300HCAHCA HEALTHCARE INC$1.4M0.05%580−16.8%
301UCONFIRST TR EXCHNG TRADED FD VI$1.4M0.05%5,417−9.0%
302XBISPDR SERIES TRUST$1.4M0.05%+277+2.7%
303LITGLOBAL X FDS$1.3M0.05%2,477−12.1%
304USBUS BANCORP DEL$1.3M0.05%1,053−3.9%
305SCHMSCHWAB STRATEGIC TR$1.3M0.05%+4,216+10.9%
306SDVYFIRST TR EXCHANGE-TRADED FD$1.3M0.05%2,439−6.8%
307IHIISHARES TR$1.3M0.05%+489+2.0%
308ACWVISHARES INC$1.3M0.05%+170+1.6%
309MUMICRON TECHNOLOGY INC$1.3M0.05%+2,414+161.5%
310IYJISHARES TR$1.3M0.05%164−1.8%
311VNLAJANUS DETROIT STR TR$1.3M0.05%+26,652NEW
312VRPINVESCO EXCH TRADED FD TR II$1.3M0.05%+762+1.4%
313BXBLACKSTONE INC$1.3M0.05%+5,140+83.9%
314UALUNITED AIRLS HLDGS INC$1.3M0.05%323−2.2%
315FDISFIDELITY COVINGTON TRUST$1.3M0.05%642−4.4%
316ASMLASML HOLDING N V$1.3M0.05%+154+18.9%
317INTCINTEL CORP$1.3M0.05%4,202−12.7%
318METMETLIFE INC$1.3M0.05%841−4.5%
319OMCOMNICOM GROUP INC$1.3M0.05%6,398−27.5%
320IUSGISHARES TR$1.3M0.05%271−3.2%
321VVVANGUARD INDEX FDS$1.3M0.05%1,009−19.3%
322HELOJ P MORGAN EXCHANGE TRADED F$1.3M0.05%+193+1.0%
323JEPIJ P MORGAN EXCHANGE TRADED F$1.3M0.05%3,841−14.8%
324CEGCONSTELLATION ENERGY CORP$1.2M0.05%252−5.3%
325EIXEDISON INTL$1.2M0.05%+11,040+186.5%
326CINFCINCINNATI FINL CORP$1.2M0.05%1,715−17.9%
327AMATAPPLIED MATLS INC$1.2M0.05%+532+17.3%
328YLDPRINCIPAL EXCHANGE TRADED FD$1.2M0.05%+3,309+5.4%
329MDYSPDR S&P MIDCAP 400 ETF TR$1.2M0.05%HELD
330ATOATMOS ENERGY CORP$1.2M0.05%+3,561+117.9%
331TIPISHARES TR$1.2M0.05%648−5.6%
332EMBISHARES TR$1.2M0.05%7,647−37.3%
333FDXFEDEX CORP$1.2M0.05%109−3.1%
334FFORD MTR CO$1.2M0.05%7,064−6.4%
335COMTISHARES U S ETF TR$1.2M0.05%+35,328NEW
336CGCBCAPITAL GRP FIXED INCM ETF T$1.2M0.05%+14,879+48.8%
337GILDGILEAD SCIENCES INC$1.2M0.05%6,397−43.4%
338IPACISHARES TR$1.2M0.04%340−2.2%
339EPSWISDOMTREE TR$1.2M0.04%2,074−10.9%
340BUFGFIRST TR EXCHNG TRADED FD VI$1.1M0.04%444−1.0%
341XARSPDR SERIES TRUST$1.1M0.04%51−1.1%
342SPTLSPDR SERIES TRUST$1.1M0.04%388−0.9%
343DISDISNEY WALT CO$1.1M0.04%1,677−12.5%
344AXPAMERICAN EXPRESS CO$1.1M0.04%+23+0.6%
345BOTZGLOBAL X FDS$1.1M0.04%+1,642+5.1%
346GALSSGA ACTIVE ETF TR$1.1M0.04%+802+3.7%
347SPDVETF SER SOLUTIONS$1.1M0.04%+12+0.0%
348CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.1M0.04%172−0.9%
349MRSHMARSH & MCLENNAN COS INC$1.1M0.04%1,302−17.0%
350FVFIRST TR EXCHANGE TRADED FD$1.1M0.04%983−5.1%
351SHLDGLOBAL X FDS$1.1M0.04%+15,456NEW
352QINTAMERICAN CENTY ETF TR$1.1M0.04%+7,513+82.0%
353MPCMARATHON PETE CORP$1.1M0.04%250−5.3%
354EXELEXELIXIS INC$1.1M0.04%8,969−26.2%
355VWOBVANGUARD WHITEHALL FDS$1.1M0.04%+504+3.2%
356RCLROYAL CARIBBEAN GROUP$1.1M0.04%+90+2.4%
357CBCHUBB LIMITED$1.1M0.04%+276+9.2%
358PWVINVESCO EXCHANGE TRADED FD T$1.1M0.04%152−1.0%
359ZFEBINNOVATOR ETFS TRUST$1.1M0.04%HELD
360USDUWISDOMTREE TR$1.1M0.04%+40,205NEW
361IYFISHARES TR$1.1M0.04%+4+0.0%
362FTCSFIRST TR EXCHANGE-TRADED FD$1.0M0.04%602−5.1%
363RSPINVESCO EXCHANGE TRADED FD T$1.0M0.04%+80+1.5%
364PANWPALO ALTO NETWORKS INC$1.0M0.04%+503+8.4%
365IEIISHARES TR$1.0M0.04%211−2.4%
366UDECINNOVATOR ETFS TRUST$1.0M0.04%7,861−22.7%
367LOWLOWES COS INC$1.0M0.04%173−3.8%
368NOCNORTHROP GRUMMAN CORP$1.0M0.04%475−24.0%
369DXJWISDOMTREE TR$1.0M0.04%+6,451NEW
370EOIEATON VANCE ENHANCED EQUITY$1.0M0.04%3,511−6.1%
371SYKSTRYKER CORPORATION$1.0M0.04%+44+1.4%
372LQDIISHARES U S ETF TR$1.0M0.04%6,208−13.8%
373RPVINVESCO EXCHANGE TRADED FD T$1.0M0.04%+9,376NEW
374WSMWILLIAMS SONOMA INC$1.0M0.04%+109+2.0%
375RFREGIONS FINANCIAL CORP NEW$997K0.04%4,253−10.0%
376SEIQSEI EXCHANGE TRADED FUNDS$996K0.04%+1,421+5.5%
377LQDISHARES TR$993K0.04%882−8.8%
378NXTNEXTRACKER INC$993K0.04%+4,061+97.3%
379NKENIKE INC$991K0.04%+2,425+14.8%
380JSCPJ P MORGAN EXCHANGE TRADED F$990K0.04%+20,925NEW
381COPCONOCOPHILLIPS$989K0.04%+203+2.8%
382VOOGVANGUARD ADMIRAL FDS INC$984K0.04%332−12.1%
383DDOMINION ENERGY INC$982K0.04%1,029−6.1%
384IGLDFIRST TR EXCHANGE-TRADED FD$973K0.04%3,931−9.4%
385EPPISHARES INC$972K0.04%+8,795+92.6%
386OKEONEOK INC NEW$967K0.04%+6+0.1%
387MSIMOTOROLA SOLUTIONS INC$953K0.04%479−17.9%
388GIISPDR INDEX SHS FDS$948K0.04%130−1.0%
389STXSEAGATE TECHNOLOGY HLDNGS PL$947K0.04%163−6.3%
390ARKWARK ETF TR$947K0.04%+389+5.2%
391FJUNFIRST TR EXCHNG TRADED FD VI$945K0.04%1,558−8.5%
392IWYISHARES TR$942K0.04%+3,787NEW
393EMEEMCOR GROUP INC$938K0.04%52−3.9%
394EDCONSOLIDATED EDISON INC$938K0.04%293−3.4%
395KNGFIRST TR EXCHANGE-TRADED FD$937K0.04%3,570−15.7%
396SHVISHARES TR$934K0.04%+3,188+60.5%
397MTZMASTEC INC$928K0.04%+116+4.2%
398EWUISHARES TR$927K0.04%+5,893+40.8%
399PEGPUBLIC SVC ENTERPRISE GRP IN$926K0.04%4,056−26.2%
400FTHIFIRST TR EXCHANGE TRADED FD$925K0.04%493−1.2%
401GEVGE VERNOVA INC$918K0.04%+109+11.6%
402SUBISHARES TR$916K0.04%101−1.2%
403ROKROCKWELL AUTOMATION INC$915K0.04%10−0.4%
404VSSVANGUARD INTL EQUITY INDEX F$913K0.04%205−3.2%
405ITAISHARES TR$907K0.04%+160+4.0%
406ABTABBOTT LABS$907K0.04%1,935−18.0%
407SCHWSCHWAB CHARLES CORP$903K0.04%+4,321+81.7%
408FIDIFIDELITY COVINGTON TRUST$901K0.03%+17,483+115.4%
409SPHQINVESCO EXCHANGE TRADED FD T$899K0.03%1,278−9.7%
410SPDWSPDR INDEX SHS FDS$897K0.03%1,244−6.0%
411AVEMAMERICAN CENTY ETF TR$890K0.03%+3,319+42.9%
412HYSPIMCO ETF TR$881K0.03%+61+0.6%
413FUTYFIDELITY COVINGTON TRUST$880K0.03%2−0.0%
414BPBP PLC$875K0.03%376−2.0%
415GSGOLDMAN SACHS GROUP INC$873K0.03%187−15.3%
416VEUVANGUARD INTL EQUITY INDEX F$865K0.03%979−7.8%
417IGIBISHARES TR$862K0.03%381−2.3%
418BBLUEA SERIES TRUST$858K0.03%+1,512+2.7%
419ALLALLSTATE CORP$857K0.03%180−4.2%
420HEFAISHARES TR$855K0.03%22,827−53.1%
421SOSOUTHERN CO$851K0.03%742−7.8%
422USHYISHARES TR$847K0.03%144−0.6%
423FAUGFIRST TR EXCHNG TRADED FD VI$842K0.03%+649+4.2%
424CRMSALESFORCE INC$841K0.03%1,855−29.2%
425LIILENNOX INTL INC$828K0.03%HELD
426QALTSEI EXCHANGE TRADED FUNDS$825K0.03%550−1.7%
427HFXINEW YORK LIFE INVESTMENTS ET$821K0.03%+24,452NEW
428OREALTY INCOME CORP$821K0.03%485−3.5%
429CBOECBOE GLOBAL MKTS INC$821K0.03%117−3.9%
430CMCSACOMCAST CORP NEW$817K0.03%1,877−6.2%
431DFATDIMENSIONAL ETF TRUST$816K0.03%434−3.2%
432ICLNISHARES TR$813K0.03%2,646−5.6%
433PLDPROLOGIS INC.$810K0.03%+67+1.1%
434HACKAMPLIFY ETF TR$809K0.03%+428+4.1%
435STIPISHARES TR$806K0.03%4,336−35.7%
436STRLSTERLING INFRASTRUCTURE INC$804K0.03%147−6.9%
437FDVVFIDELITY COVINGTON TRUST$801K0.03%+152+1.1%
438DFACDIMENSIONAL ETF TRUST$800K0.03%5,146−20.0%
439MELIMERCADOLIBRE INC$799K0.03%+362+362.0%
440PTLCPACER FDS TR$798K0.03%+376+2.5%
441BAIBLACKROCK ETF TRUST$797K0.03%+7,167+42.1%
442SYSBISHARES TR$796K0.03%+8,944NEW
443ENSGENSIGN GROUP INC$795K0.03%114−2.8%
444HHHHOWARD HUGHES HOLDINGS INC$792K0.03%+12,521NEW
445XLPSELECT SECTOR SPDR TR$791K0.03%+127+1.3%
446GRIDFIRST TR EXCHANGE TRADED FD$790K0.03%+778+19.2%
447FOCTFIRST TR EXCHNG TRADED FD VI$784K0.03%+806+5.2%
448SJNKSPDR SERIES TRUST$780K0.03%648−2.0%
449NVONOVO-NORDISK A S$779K0.03%+6,594+45.2%
450FANGDIAMONDBACK ENERGY INC$775K0.03%+1,430+57.4%
451BCIABRDN ETFS$775K0.03%+7,897+32.9%
452AFLAFLAC INC$773K0.03%562−7.4%
453JIREJ P MORGAN EXCHANGE TRADED F$770K0.03%51−0.5%
454HONHONEYWELL INTL INC$761K0.03%+370+12.3%
455FEFIRSTENERGY CORP$760K0.03%1,732−10.3%
456ASHRDBX ETF TR$759K0.03%+23,247NEW
457WMT2WELLS FARGO CO NEW$757K0.03%2,007−17.4%
458QCLNFIRST TR EXCHANGE-TRADED FD$752K0.03%1,126−6.5%
459HYDVANECK ETF TRUST$746K0.03%454−3.0%
460MBBISHARES TR$745K0.03%+88+1.1%
461GBTCGRAYSCALE BITCOIN TRUST ETF$735K0.03%415−2.9%
462QQQEDIREXION SHS ETF TR$730K0.03%+44+0.6%
463NTESNETEASE INC$729K0.03%13−0.2%
464MSMORGAN STANLEY$725K0.03%601−12.0%
465SDIVGLOBAL X FDS$724K0.03%+587+2.1%
466TBUXT ROWE PRICE ETF INC$722K0.03%+14,513NEW
467SPIBSPDR SERIES TRUST$722K0.03%1,047−4.6%
468BRK/ABERKSHIRE HATHAWAY INC DEL$718K0.03%HELD
469SEIESEI EXCHANGE TRADED FUNDS$714K0.03%825−3.6%
470ANETARISTA NETWORKS INC$714K0.03%+410+7.6%
471EMLCVANECK ETF TRUST$711K0.03%+1,109+4.1%
472WELLWELLTOWER INC$711K0.03%119−3.2%
473IBUYAMPLIFY ETF TR$710K0.03%+166+1.5%
474EGEVEREST GROUP LTD$708K0.03%+49+2.3%
475BMNRBITMINE IMMERSION TECNOLOGIE$700K0.03%6,500−15.5%
476AGGISHARES TR$699K0.03%10,338−59.5%
477DJULFIRST TR EXCHNG TRADED FD VI$697K0.03%1,261−7.8%
478PJANINNOVATOR ETFS TRUST$696K0.03%+6,556+76.9%
479DAUGFIRST TR EXCHNG TRADED FD VI$695K0.03%HELD
480ZALTINNOVATOR ETFS TRUST$694K0.03%3,759−14.9%
481USXFISHARES TR$693K0.03%+273+2.2%
482JJACOBS SOLUTIONS INC$685K0.03%+75+1.4%
483EXCEXELON CORP$685K0.03%766−5.2%
484NRGNRG ENERGY INC$685K0.03%+553+13.4%
485CVSCVS HEALTH CORP$682K0.03%556−5.5%
486FNOVFIRST TR EXCHNG TRADED FD VI$679K0.03%+721+6.0%
487VTECVANGUARD CALIF TAX FREE FDS$677K0.03%HELD
488WDCWESTERN DIGITAL CORP$677K0.03%431−14.7%
489MINMFS INTER INCOME TR$674K0.03%+3,399+1.3%
490EHCENCOMPASS HEALTH CORP$674K0.03%+2,030+41.1%
491XOPSPDR SERIES TRUST$672K0.03%48−1.3%
492DBEMDBX ETF TR$668K0.03%9,910−33.6%
493OEFISHARES TR$666K0.03%129−5.8%
494FDECFIRST TR EXCHNG TRADED FD VI$666K0.03%+642+5.0%
495AGZDWISDOMTREE TR$665K0.03%+12,091+69.4%
496MCKMCKESSON CORP$659K0.03%160−17.4%
497FDLFIRST TR EXCHANGE-TRADED FD$647K0.03%+950+8.1%
498IBBISHARES TR$646K0.03%96−2.4%
499OHIOMEGA HEALTHCARE INVS INC$643K0.02%929−6.0%
500FMBFIRST TR EXCH TRADED FD III$643K0.02%+8+0.1%

Source: SEC EDGAR · accession 0001901275-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.