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Institutional

Kingsview Wealth Management, LLC

CIK 0001791965
$7.33B
Reported AUM
1,312
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · Kingsview Wealth Management, LLC · Q1 2026

AI · grounded in 13F

Kingsview Wealth Management, LLC increased its position in ISRG by 2183.8% to lead its buying activity. The fund also accumulated shares in XLC by 1866.2% and AMD by 827.8%. On the sell side, the fund trimmed its holdings in XLU by 94.1% and BKNG by 89.4%. Total assets under management stood at $7.3B across 1,312 positions.

Portfolio · Q1 2026

MPROAAPLNVDAMAMBAGGSPYGMVFGMBCCOther$5.00BKL

Top holdings· first 500 of 1312

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1MPRONORTHERN LTS FD TR IV$32.38-0.74%12.84%30.14%$230.0M3.14%+222,438+3.1%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$193.8M2.64%+47,497+6.6%
3NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$189.3M2.58%+118,607+12.3%
4MAMBNORTHERN LTS FD TR IV$24.11-0.85%8.66%2.44%$170.0M2.32%+772,468+12.3%
5AGGISHARES TR$98.17-0.50%5.32%-1.36%$165.7M2.26%+379,769+29.5%
6SPYGSPDR SERIES TRUST$116.55-3.83%28.20%85.39%$157.4M2.15%+100,494+6.7%
7MVFGNORTHERN LTS FD TR IV$34.12-2.24%24.96%41.90%$140.0M1.91%+406,048+10.3%
8MBCCNORTHERN LTS FD TR IV$37.06-5.51%11.68%40.16%$133.1M1.82%+485,142+14.4%
9MSSSNORTHERN LTS FD TR IV$34.01-1.49%18.46%41.10%$114.8M1.57%+62,979+1.7%
10VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$98.0M1.34%+26,903+19.6%
11SPTISPDR SERIES TRUST$28.18-0.42%3.94%-1.17%$97.8M1.33%+52,880+1.6%
12MVFDNORTHERN LTS FD TR IV$30.06-1.81%19.63%26.94%$95.9M1.31%+372,845+12.9%
13AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$94.7M1.29%+187,076+157.2%
14MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$93.0M1.27%+20,624+8.9%
15AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$89.5M1.22%+43,791+11.3%
16SFLRINNOVATOR ETFS TRUST$38.15-2.45%16.44%70.78%$76.8M1.05%+280,861+14.9%
17LLYELI LILLY & CO$1131.420.55%48.00%387.10%$69.4M0.95%+4,868+6.9%
18WMTWALMART INC$118.880.97%22.99%166.67%$69.1M0.94%+6,824+1.2%
19SPABSPDR SERIES TRUST$25.32-0.43%5.35%-1.39%$69.1M0.94%+213,315+8.6%
20QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$63.0M0.86%+4,705+4.5%
21PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%6.11%524.27%$61.8M0.84%+342,965+432.2%
22XLKSELECT SECTOR SPDR TR$180.30-6.66%52.15%143.77%$60.5M0.83%+94,581+26.2%
23AMDADVANCED MICRO DEVICES INC$466.38-10.86%301.39%339.19%$57.4M0.78%+251,637+827.8%
24NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$56.6M0.77%+72,747+14.1%
25MDPLNORTHERN LTS FD TR IV$26.31-0.15%4.02%8.02%$56.2M0.77%+131,928+6.4%
26GEGE AEROSPACE$328.000.11%28.99%419.83%$55.7M0.76%21,640−9.9%
27GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$52.4M0.72%+26,071+16.7%
28MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$49.0M0.67%+1,313+1.4%
29JAJLINNOVATOR ETFS TRUST$29.77-0.17%7.49%13.43%$46.3M0.63%80−0.0%
30ISRGINTUITIVE SURGICAL INC$422.060.77%-24.24%27.71%$46.3M0.63%+96,000+2183.8%
31JPMJPMORGAN CHASE & CO$312.370.48%$45.3M0.62%+15,332+11.0%
32XLCSELECT SECTOR SPDR TR$111.67-1.27%$45.3M0.62%+388,153+1866.2%
33QQQMINVESCO EXCH TRADED FD TR II$290.35-4.78%$42.5M0.58%+54,688+44.0%
34NKENIKE INC$42.98-1.47%$41.9M0.57%+34,390+4.5%
35BALTINNOVATOR ETFS TRUST$34.17-0.06%$38.7M0.53%+148,488+14.7%
36SPTMSPDR SERIES TRUST$89.42-2.56%$36.6M0.50%+31,550+7.3%
37MBBISHARES TR$93.74-0.50%$36.5M0.50%+161,776+72.7%
38SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$34.5M0.47%312−0.6%
39LQDISHARES TR$108.17-0.62%$33.5M0.46%+136,557+80.1%
40XLVSELECT SECTOR SPDR TR$153.010.61%$32.5M0.44%4,683−2.1%
41METAMETA PLATFORMS INC$593.00-5.51%$31.9M0.44%+4,965+9.8%
42VUGVANGUARD INDEX FDS$85.93-3.62%$31.5M0.43%+2,727+3.9%
43IAUISHARES GOLD TR$81.22-3.63%$30.3M0.41%103,710−23.2%
44XOMEXXON MOBIL CORP$149.92-1.39%$29.9M0.41%+9,053+5.4%
45CVXCHEVRON CORPORATION$187.31-0.55%$28.3M0.39%+22,737+19.9%
46GOOGALPHABET INC$365.76-0.95%$28.1M0.38%+5,237+5.6%
47IEFISHARES TR$93.62-0.53%$27.9M0.38%76,022−20.7%
48BUFFINNOVATOR ETFS TRUST$52.23-0.78%$25.7M0.35%+5,705+1.1%
49SPYVSPDR SERIES TRUST$60.69-1.12%$25.7M0.35%+95,645+26.7%
50FTSMFIRST TR EXCHANGE-TRADED FD$59.79-0.02%$25.3M0.35%18,536−4.2%
51VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%$24.6M0.34%+17,690+18.3%
52BILSPDR SERIES TRUST$91.450.04%$24.2M0.33%25−0.0%
53JNJJOHNSON & JOHNSON$232.772.02%$24.2M0.33%7,901−7.4%
54GLDSPDR GOLD TR$396.24-3.65%$24.0M0.33%207−0.4%
55PSLVSPROTT ASSET MANAGEMENT LP$21.53-8.15%$23.0M0.31%+299,516+46.6%
56TSLATESLA INC$391.00-6.56%$22.9M0.31%+8,769+16.6%
57BRK/BBERKSHIRE HATHAWAY INC DEL$22.7M0.31%+3,095+7.0%
58ORCLORACLE CORP$213.68-9.59%$22.6M0.31%7,690−4.8%
59SHYISHARES TR$81.86-0.21%$22.4M0.31%+163,094+151.0%
60HDHOME DEPOT INC$310.780.27%$22.0M0.30%+1,297+2.0%
61MCDMCDONALDS CORP$279.842.61%$21.8M0.30%+5,702+8.9%
62DGROISHARES TR$75.17-0.78%$21.2M0.29%+19,965+7.1%
63JEPQJ P MORGAN EXCHANGE TRADED F$58.90-3.01%$21.2M0.29%+80,956+27.0%
64CGDVCAPITAL GROUP DIVIDEND VALUE$47.88-2.35%$20.8M0.28%+33,395+7.3%
65VVISA INC$323.571.06%$20.5M0.28%+8,007+13.4%
66VTVVANGUARD INDEX FDS$212.02-1.36%$20.5M0.28%+8,028+8.3%
67IVVISHARES TR$740.91-2.62%$20.1M0.27%+2,610+9.3%
68FDLFIRST TR EXCHANGE-TRADED FD$50.330.18%$20.0M0.27%+325,573+471.4%
69XLFSELECT SECTOR SPDR TR$52.300.21%$19.8M0.27%+301,360+300.7%
70SGOVISHARES TR$100.450.03%$19.3M0.26%+48,096+33.4%
71DYNFBLACKROCK ETF TRUST$65.88-2.95%$19.1M0.26%18,193−5.3%
72PHYSSPROTT ASSET MANAGEMENT LP$32.54-3.76%$19.0M0.26%+198,014+58.5%
73RDVYFIRST TR EXCHANGE TRADED FD$75.55-1.82%$18.4M0.25%+33,742+14.3%
74XLPSELECT SECTOR SPDR TR$83.441.71%$17.9M0.24%203,447−48.3%
75XSDSPDR SERIES TRUST$571.68-11.27%$17.5M0.24%+28,839+116.7%
76MGKVANGUARD WORLD FD$87.47-3.73%$17.3M0.24%+3,361+7.7%
77XARSPDR SERIES TRUST$272.57-2.80%$17.1M0.23%7,181−9.6%
78XLISELECT SECTOR SPDR TR$174.18-1.12%$16.9M0.23%+86,317+474.5%
79COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$16.8M0.23%49,464−74.6%
80TXNTEXAS INSTRS INC$285.06-6.65%$16.6M0.23%234,924−73.3%
81ADIANALOG DEVICES INC$401.39-6.38%$16.6M0.23%+2,557+5.2%
82FTAFIRST TR EXCHANGE-TRADED ALP$96.18-0.06%$16.3M0.22%14,921−7.8%
83TOUST ROWE PRICE ETF INC$37.03-2.60%$16.3M0.22%103,178−17.9%
84MRKMERCK & CO INC$120.790.44%$16.2M0.22%22,205−14.1%
85VYMVANGUARD WHITEHALL FDS$158.24-1.35%$16.0M0.22%+8,356+8.4%
86XPHSPDR SERIES TRUST$57.04-1.47%$16.0M0.22%+295,265NEW
87XLYSELECT SECTOR SPDR TR$114.86-2.05%$15.9M0.22%+135,474+1282.4%
88PEJINVESCO EXCHANGE TRADED FD T$63.000.38%$15.8M0.22%+272,166NEW
89KIESPDR SERIES TRUST$56.902.97%$15.7M0.21%+26,637+10.3%
90KBWPINVESCO EXCH TRADED FD TR II$120.523.37%$15.7M0.21%+9,142+7.4%
91SPYMSPDR SERIES TRUST$86.81-2.58%$15.6M0.21%+4,415+2.2%
92ABBVABBVIE INC$227.231.02%$15.6M0.21%211−0.3%
93XLRESELECT SECTOR SPDR TR$44.700.68%$15.3M0.21%769,675−67.2%
94IHIISHARES TR$50.080.42%$15.3M0.21%+34,250+13.6%
95XSWSPDR SERIES TRUST$168.21-4.09%$15.3M0.21%+107,185NEW
96SMHVANECK ETF TRUST$569.69-9.22%$15.2M0.21%14,837−27.2%
97IHFISHARES TR$51.930.68%$15.1M0.21%+42,506+13.4%
98FTCFIRST TR EXCHANGE-TRADED ALP$179.19-4.40%$14.8M0.20%6,428−6.3%
99PULSPGIM ETF TR$49.57-0.02%$14.8M0.20%+163,763+121.2%
100BINCBLACKROCK ETF TRUST II$52.02-0.19%$14.7M0.20%132,893−31.9%
101SPSBSPDR SERIES TRUST$14.7M0.20%+8,569+1.8%
102PGPROCTER & GAMBLE CO$14.6M0.20%+8,023+8.6%
103VTIVANGUARD INDEX FDS$14.1M0.19%+5,500+14.3%
104NEENEXTERA ENERGY INC$14.0M0.19%+926+0.6%
105JEPIJ P MORGAN EXCHANGE TRADED F$13.9M0.19%+11,728+5.0%
106MPCMARATHON PETE CORP$13.9M0.19%+33,596+145.2%
107SCHDSCHWAB STRATEGIC TR$13.6M0.19%+1,512+0.3%
108ITOTISHARES TR$13.6M0.19%7,912−7.7%
109SCHGSCHWAB STRATEGIC TR$13.0M0.18%22,492−4.8%
110AMGNAMGEN INC$12.8M0.17%1,447−3.8%
111TLTISHARES TR$12.5M0.17%95,159−39.8%
112SPHQINVESCO EXCHANGE TRADED FD T$12.3M0.17%+8,447+5.5%
113VOVANGUARD INDEX FDS$12.1M0.17%152−0.4%
114BABINVESCO EXCH TRADED FD TR II$12.0M0.16%314,713−41.5%
115CWBSPDR SERIES TRUST$11.9M0.16%+130,481NEW
116LOWLOWES COS INC$11.9M0.16%+7,573+17.7%
117CRMSALESFORCE INC$11.3M0.15%+9,041+17.6%
118FLTRVANECK ETF TRUST$11.2M0.15%+34,625+8.5%
119BOXXEA SERIES TRUST$11.2M0.15%311−0.3%
120LRCXLAM RESEARCH CORP$11.1M0.15%+757+1.5%
121QCOMQUALCOMM INC$11.1M0.15%857−1.0%
122CGMSCAPITAL GRP FIXED INCM ETF T$11.0M0.15%+65,898+19.5%
123SPDWSPDR INDEX SHS FDS$11.0M0.15%+86,916+56.8%
124KOCOCA COLA CO$10.9M0.15%+2,605+1.8%
125IJHISHARES TR$10.9M0.15%+4,797+3.1%
126LMTLOCKHEED MARTIN CORP$10.8M0.15%+228+1.3%
127WTWWILLIS TOWERS WATSON PLC LTD$10.7M0.15%+9,914+37.0%
128ROUSLATTICE STRATEGIES TR$10.5M0.14%+161,295+972.8%
129IDMOINVESCO EXCH TRADED FD TR II$10.4M0.14%+1,283+0.7%
130IVOGVANGUARD ADMIRAL FDS INC$10.2M0.14%+81,601NEW
131DHRDANAHER CORP DEL$10.1M0.14%+5,494+11.4%
132COFCAPITAL ONE FINL CORP$10.0M0.14%169,688−75.6%
133COWZPACER FDS TR$10.0M0.14%+20,630+14.9%
134VBKVANGUARD INDEX FDS$9.9M0.13%+25,087+333.7%
135FDVVFIDELITY COVINGTON TRUST$9.6M0.13%+131,857+312.7%
136CGCBCAPITAL GRP FIXED INCM ETF T$9.6M0.13%+70,760+24.0%
137AMTAMERICAN TOWER CORP$9.5M0.13%+4,044+7.9%
138NEARISHARES U S ETF TR$9.4M0.13%34,009−15.5%
139ICLOINVESCO ACTIVELY MANAGED EXC$9.3M0.13%+28,647+8.5%
140SPTSSPDR SERIES TRUST$9.3M0.13%19,989−5.9%
141VSSVANGUARD INTL EQUITY INDEX F$9.3M0.13%+53,503+530.2%
142DUKDUKE ENERGY CORP NEW$9.2M0.13%+8,155+13.1%
143XLESELECT SECTOR SPDR TR$9.1M0.12%+17,993+13.8%
144CATCATERPILLAR INC$9.0M0.12%+1,180+10.2%
145VNQVANGUARD INDEX FDS$9.0M0.12%+5,051+5.3%
146RTXRTX CORPORATION$8.9M0.12%+2,271+5.1%
147PEPPEPSICO INC$8.9M0.12%+2,834+5.2%
148TAT&T INC$8.9M0.12%10,374−3.3%
149UNHUNITEDHEALTH GROUP INC$8.9M0.12%2,418−6.9%
150GEVGE VERNOVA INC$8.8M0.12%+2,015+24.9%
151ABTABBOTT LABORATORIES$8.8M0.12%+3,104+3.8%
152MRSHMARSH & MCLENNAN COS INC$8.7M0.12%+36,020+249.7%
153SPGSIMON PPTY GROUP INC NEW$8.7M0.12%+4,492+10.6%
154OVVOVINTIV INC$8.7M0.12%75,345−33.9%
155IBMINTERNATIONAL BUSINESS MACHS$8.7M0.12%2,473−6.5%
156CITHE CIGNA GROUP$8.7M0.12%1,863−5.4%
157BLKBLACKROCK INC$8.6M0.12%+614+7.3%
158TJXTJX COS INC NEW$8.5M0.12%+5,383+11.2%
159YEARAB ACTIVE ETFS INC$8.5M0.12%17,402−9.4%
160VGTVANGUARD WORLD FD$8.4M0.12%+685+6.0%
161IOOISHARES TR$8.4M0.11%+59,525+591.1%
162MGOVFIRST TR EXCHANGE-TRADED FD$8.3M0.11%20,278−4.7%
163IWOISHARES TR$8.3M0.11%+23,193+721.4%
164IWFISHARES TR$8.1M0.11%1,519−7.4%
165VXFVANGUARD INDEX FDS$8.1M0.11%+36,311+1192.5%
166ACNACCENTURE PLC IRELAND$8.1M0.11%+31,745+350.9%
167PYLDPIMCO ETF TR$8.1M0.11%184,136−37.4%
168FDXFEDEX CORP$8.1M0.11%22,439−49.8%
169VZVERIZON COMMUNICATIONS INC$8.0M0.11%4,264−2.6%
170PSXPHILLIPS 66$8.0M0.11%+746+1.7%
171CMCSACOMCAST CORP NEW$8.0M0.11%38,332−12.1%
172DEUSDBX ETF TR$7.9M0.11%+132,453NEW
173WMT2WELLS FARGO & CO$7.9M0.11%+2,259+2.3%
174TFCTRUIST FINL CORP$7.9M0.11%+2,175+1.3%
175WMBWILLIAMS COS INC$7.9M0.11%2,581−2.3%
176ENBENBRIDGE INC$7.8M0.11%+14,158+10.9%
177XCEMCOLUMBIA ETF TR II$7.8M0.11%+191,669NEW
178XSMOINVESCO EXCHANGE TRADED FD T$7.8M0.11%4,449−4.2%
179BNDVANGUARD BD INDEX FDS$7.8M0.11%+61,032+137.2%
180IQDFFLEXSHARES TR$7.7M0.11%+244,397NEW
181HAWXISHARES TR$7.7M0.11%+188,550NEW
182JHEMJOHN HANCOCK EXCHANGE TRADED$7.7M0.10%+224,387NEW
183ASCEALLSPRING EXCHANGE TRADED FU$7.7M0.10%+10,953+4.1%
184AXPAMERICAN EXPRESS CO$7.6M0.10%+1,200+5.0%
185JAAAJANUS DETROIT STR TR$7.6M0.10%26,552−14.9%
186FEGERBB FUND TRUST$7.6M0.10%137,313−45.8%
187FIVAFIDELITY COVINGTON TRUST$7.6M0.10%+217,862NEW
188CWISPDR INDEX SHS FDS$7.6M0.10%+206,979NEW
189IFVFIRST TR EXCHANGE TRADED FD$7.6M0.10%+299,475NEW
190ITWILLINOIS TOOL WKS INC$7.5M0.10%+4,017+16.1%
191QUSSPDR SERIES TRUST$7.5M0.10%+43,811NEW
192AMPAMERIPRISE FINL INC$7.5M0.10%2,607−13.4%
193FYTFIRST TR EXCHANGE-TRADED ALP$7.5M0.10%8,462−6.5%
194GDXVANECK ETF TRUST$7.5M0.10%+1,210+1.5%
195JHMLJOHN HANCOCK EXCHANGE TRADED$7.5M0.10%+95,339NEW
196DEDEERE & CO$7.5M0.10%+6,214+88.6%
197FEXFIRST TR EXCHANGE-TRADED ALP$7.4M0.10%2,901−4.5%
198CGDGCAPITAL GROUP DIVIDEND GROWE$7.4M0.10%+61,105+42.0%
199VALQAMERICAN CENTY ETF TR$7.4M0.10%+113,969NEW
200TRVTRAVELERS COMPANIES INC$7.4M0.10%+11,342+80.8%
201SPXTPROSHARES TR$7.4M0.10%+72,777NEW
202FLQLFRANKLIN TEMPLETON ETF TR$7.4M0.10%+108,956NEW
203GRIDFIRST TR EXCHANGE-TRADED FD$7.4M0.10%+6,975+18.3%
204AFLGFIRST TR EXCHNG TRADED FD VI$7.4M0.10%37,028−16.3%
205SPTLSPDR SERIES TRUST$7.3M0.10%11,466−3.9%
206MOALTRIA GROUP INC$7.3M0.10%+23,539+26.9%
207GPIXGOLDMAN SACHS ETF TR$7.3M0.10%+9,172+6.7%
208QLCFLEXSHARES TR$7.3M0.10%+93,465NEW
209EVTRMORGAN STANLEY ETF TRUST$7.3M0.10%+4,449+3.2%
210VTHRVANGUARD SCOTTSDALE FDS$7.3M0.10%+25,230NEW
211VTWGVANGUARD SCOTTSDALE FDS$7.2M0.10%+31,614NEW
212APOAPOLLO GLOBAL MGMT INC$7.2M0.10%+61,604+1856.7%
213ELVELEVANCE HEALTH INC FORMERLY$7.2M0.10%1,937−7.3%
214VYMIVANGUARD WHITEHALL FDS$7.2M0.10%+10,102+15.3%
215APAAPA CORPORATION$7.1M0.10%27,687−14.1%
216IBITISHARES BITCOIN TRUST ETF$7.1M0.10%+30,595+19.8%
217SUSLISHARES TR$7.1M0.10%+62,541NEW
218ETNEATON CORP PLC$7.1M0.10%+63+0.3%
219FPEIFIRST TR EXCH TRADED FD III$7.1M0.10%+17,675+5.0%
220FDTFIRST TR EXCH TRD ALPHDX FD$7.1M0.10%4,655−5.4%
221SYFSYNCHRONY FINANCIAL$7.0M0.10%52,340−33.7%
222BMYBRISTOL-MYERS SQUIBB CO$7.0M0.10%+69,258+151.2%
223INGRINGREDION INC$6.9M0.09%12,280−16.7%
224CRWDCROWDSTRIKE HLDGS INC$6.9M0.09%+1,047+6.3%
225SJNKSPDR SERIES TRUST$6.9M0.09%+5,874+2.2%
226USFRWISDOMTREE TR$6.9M0.09%1,332−1.0%
227HRBBLOCK H & R INC$6.9M0.09%+51,129+30.9%
228FTCSFIRST TR EXCHANGE-TRADED FD$6.9M0.09%2,440−3.2%
229VBILVANGUARD INSTL INDEX FD$6.9M0.09%+6,637+7.9%
230IWMISHARES TR$6.8M0.09%+8,624+45.5%
231BUFRFIRST TR EXCHNG TRADED FD VI$6.8M0.09%10,904−5.1%
232IEFAISHARES TR$6.8M0.09%+7,513+11.2%
233MUBISHARES TR$6.7M0.09%1,970−3.0%
234MDLZMONDELEZ INTL INC$6.7M0.09%+967+0.8%
235IJRISHARES TR$6.6M0.09%+5,590+11.7%
236JGROJ P MORGAN EXCHANGE TRADED F$6.6M0.09%+44,886+134.7%
237UNPUNION PAC CORP$6.6M0.09%+435+1.6%
238FDSFACTSET RESH SYS INC$6.6M0.09%+2,425+8.7%
239SLYVSPDR SERIES TRUST$6.5M0.09%3,205−4.4%
240SFSTIFEL FINL CORP$6.5M0.09%+59,425+208.0%
241HONHONEYWELL INTL INC$6.5M0.09%+2,235+8.4%
242COWGPACER FDS TR$6.5M0.09%+4,164+2.2%
243JHMMJOHN HANCOCK EXCHANGE TRADED$6.4M0.09%+50,846+112.7%
244SLVISHARES SILVER TR$6.4M0.09%+10,099+12.0%
245SSNCSS&C TECH HLDGS$6.4M0.09%15,818−14.3%
246LGOVFIRST TR EXCHANGE-TRADED FD$6.4M0.09%14,304−4.6%
247LWLAMB WESTON HLDGS INC$6.3M0.09%30,857−17.1%
248OSKOSHKOSH CORP$6.3M0.09%16,169−27.3%
249FTLSFIRST TR EXCH TRADED FD III$6.3M0.09%+1,386+1.6%
250BAHBOOZ ALLEN HAMILTON HLDG COR$6.3M0.09%7,053−8.0%
251VOTVANGUARD INDEX FDS$6.3M0.09%+1,602+7.0%
252VONGVANGUARD SCOTTSDALE FDS$6.3M0.09%614−1.1%
253BACBANK AMERICA CORP$6.3M0.09%+10,051+8.5%
254BROBROWN & BROWN INC$6.2M0.09%+92,031+2515.9%
255CTSHCOGNIZANT TECHNOLOGY SOLUTIO$6.2M0.08%4,377−4.1%
256PFEPFIZER INC$6.2M0.08%+4,848+2.2%
257VEAVANGUARD TAX-MANAGED FDS$6.2M0.08%8,146−7.8%
258GGENPACT LIMITED$6.2M0.08%21,635−11.6%
259GISGENERAL MILLS INC$6.1M0.08%12,625−7.2%
260RSPINVESCO EXCHANGE TRADED FD T$6.1M0.08%+10,296+48.2%
261CSCOCISCO SYS INC$6.0M0.08%1,184−1.5%
262ADPAUTOMATIC DATA PROCESSING IN$6.0M0.08%304−1.0%
263OREALTY INCOME CORP$6.0M0.08%8,254−7.7%
264DOXAMDOCS LTD$6.0M0.08%497−0.5%
265TRGPTARGA RES CORP$6.0M0.08%+242+1.0%
266PAAAPGIM ETF TR$5.9M0.08%49,875−30.1%
267TSMTAIWAN SEMICONDUCTOR MANUFAC$5.9M0.08%+726+4.3%
268JBNDJ P MORGAN EXCHANGE TRADED F$5.9M0.08%+52,939+93.0%
269APDAIR PRODUCTS AND CHEMICALS I$5.9M0.08%360−1.7%
270IUSBISHARES TR$5.9M0.08%123,813−49.3%
271CGBLCAPITAL GROUP CORE BALANCED$5.9M0.08%6,495−3.7%
272KBRKBR INC$5.8M0.08%15,831−9.1%
273AMATAPPLIED MATLS INC$5.7M0.08%112−0.7%
274VTVANGUARD INTL EQUITY INDEX F$5.7M0.08%+1,778+4.5%
275FNDXSCHWAB STRATEGIC TR$5.7M0.08%+888+0.4%
276GPKGRAPHIC PACKAGING HLDG CO$5.6M0.08%+74,067+15.0%
277JPEFJ P MORGAN EXCHANGE TRADED F$5.5M0.08%+42,786+125.1%
278KLICKULICKE & SOFFA INDS INC$5.5M0.08%+12,493+17.5%
279WECWEC ENERGY GROUP INC$5.5M0.07%97−0.2%
280SOXXISHARES TR$5.5M0.07%18,510−52.6%
281ALLALLSTATE CORP$5.4M0.07%+21,734+491.7%
282QQQINEOS ETF TRUST$5.4M0.07%+16,582+18.1%
283AMLPALPS ETF TR$5.3M0.07%305−0.3%
284SNASNAP ON INC$5.3M0.07%+12,287+521.1%
285JHGJANUS HENDERSON GROUP PLC$5.3M0.07%+92,365+842.4%
286MMM3M CO$5.3M0.07%+906+2.5%
287KLACKLA CORP$5.2M0.07%427−10.8%
288PAVEGLOBAL X FDS$5.2M0.07%+24,098+30.8%
289ILCVISHARES TR$5.1M0.07%+48,700+738.8%
290ONEYSPDR SERIES TRUST$5.1M0.07%+1,274+3.1%
291VEUVANGUARD INTL EQUITY INDEX F$5.1M0.07%+218+0.3%
292MCKMCKESSON CORP$5.1M0.07%+109+1.9%
293SPGIS&P GLOBAL INC$5.1M0.07%+373+3.2%
294YOUCLEAR SECURE INC$5.0M0.07%+103,598NEW
295GSGOLDMAN SACHS GROUP INC$5.0M0.07%+773+15.1%
296CGUSCAPITAL GROUP CORE EQUITY ET$5.0M0.07%+20,179+18.4%
297JPSTJ P MORGAN EXCHANGE TRADED F$4.9M0.07%+4,770+5.1%
298INSWINTERNATIONAL SEAWAYS INC$4.9M0.07%+2,708+4.2%
299HALHALLIBURTON CO$4.9M0.07%+115,198+1111.6%
300SPMOINVESCO EXCH TRADED FD TR II$4.9M0.07%10,653−19.7%
301SYKSTRYKER CORPORATION$4.8M0.07%+686+4.9%
302QUREQUANTA SVCS INC$4.8M0.07%353−3.9%
303LRGFISHARES TR$4.8M0.07%+3,893+5.7%
304COPCONOCOPHILLIPS$4.8M0.07%+3,649+11.2%
305IVWISHARES TR$4.8M0.07%+3,135+8.0%
306DELLDELL TECHNOLOGIES INC$4.8M0.06%+4,612+18.9%
307BUFZFIRST TR EXCHNG TRADED FD VI$4.7M0.06%+56,836+46.0%
308IGIBISHARES TR$4.7M0.06%+8,422+10.5%
309YALLTIDAL TRUST I$4.7M0.06%+2,086+1.9%
310SPYINEOS ETF TRUST$4.7M0.06%+2,565+2.8%
311NOCNORTHROP GRUMMAN CORP$4.7M0.06%2,431−26.2%
312DMLPDORCHESTER MINERALS L P$4.6M0.06%6,668−3.7%
313VVVANGUARD INDEX FDS$4.6M0.06%+356+2.4%
314FPEFIRST TR EXCH TRADED FD III$4.6M0.06%+13,525+5.5%
315SRESEMPRA$4.6M0.06%+69+0.1%
316VBVANGUARD INDEX FDS$4.6M0.06%+2,136+14.0%
317IWYISHARES TR$4.5M0.06%+298+1.7%
318TDGTRANSDIGM GROUP INC$4.5M0.06%366−8.6%
319IWDISHARES TR$4.5M0.06%14,904−41.3%
320IWRISHARES TR$4.5M0.06%+2,398+5.5%
321ARKKARK ETF TR$4.5M0.06%67,449−50.5%
322MSIMOTOROLA SOLUTIONS INC$4.5M0.06%+1,255+13.9%
323DDDUPONT DE NEMOURS INC$4.5M0.06%+83,733+613.7%
324CGGRCAPITAL GROUP GROWTH ETF$4.5M0.06%+10,812+10.8%
325JMOMJ P MORGAN EXCHANGE TRADED F$4.4M0.06%+755+1.2%
326ENSENERSYS$4.4M0.06%+25,546NEW
327BABOEING CO$4.4M0.06%+1,048+4.9%
328AVLVAMERICAN CENTY ETF TR$4.4M0.06%+3,462+6.8%
329FNFFIDELITY NATL FINL INC$4.4M0.06%+84,385+813.7%
330USTBVICTORY PORTFOLIOS II$4.4M0.06%+83+0.1%
331HIGHARTFORD INSURANCE GROUP INC$4.4M0.06%94−0.3%
332PMPHILIP MORRIS INTL INC$4.3M0.06%43,698−62.5%
333HDVISHARES TR$4.3M0.06%+3,470+12.2%
334SDVYFIRST TR EXCHANGE TRADED FD$4.3M0.06%+18,667+20.5%
335VLOVALERO ENERGY CORP$4.2M0.06%+6,186+56.3%
336FYCFIRST TR EXCHANGE-TRADED ALP$4.2M0.06%1,042−2.3%
337BF/BBROWN FORMAN CORP$4.2M0.06%+158,893NEW
338XMMOINVESCO EXCHANGE TRADED FD T$4.2M0.06%+420+1.5%
339EMLPFIRST TR EXCHANGE-TRADED FD$4.2M0.06%+4,273+4.7%
340MUNIPIMCO ETF TR$4.2M0.06%3,213−3.9%
341IDCCINTERDIGITAL INC$4.1M0.06%+1,665+13.8%
342IWPISHARES TR$4.1M0.06%+1,246+4.0%
343BKNGBOOKING HOLDINGS INC$4.1M0.06%8,298−89.4%
344PNCPNC FINL SVCS GROUP INC$4.1M0.06%+1,595+8.7%
345GDGENERAL DYNAMICS CORP$4.1M0.06%8,398−41.3%
346FIXDFIRST TR EXCHNG TRADED FD VI$4.1M0.06%18,192−16.3%
347CGIECAPITAL GROUP INTERNATIONAL$4.0M0.06%+4,514+3.9%
348SLYGSPDR SERIES TRUST$4.0M0.06%1,439−3.3%
349QGRWWISDOMTREE TR$4.0M0.05%1,196−1.6%
350RUSHARUSH ENTERPRISES INC$3.9M0.05%+59,412NEW
351EXPDEXPEDITORS INTL WASH INC$3.9M0.05%+27,189NEW
352DISDISNEY WALT CO$3.9M0.05%+357+0.9%
353GMGENERAL MTRS CO$3.9M0.05%+45,747+745.6%
354HYLSFIRST TR EXCHANGE-TRADED FD$3.9M0.05%+3,323+3.6%
355PTRBPGIM ETF TR$3.9M0.05%+73,269+371.0%
356SOSOUTHERN CO$3.8M0.05%511−1.3%
357TMOTHERMO FISHER SCIENTIFIC INC$3.8M0.05%+1,743+28.8%
358JPSEJ P MORGAN EXCHANGE TRADED F$3.8M0.05%+3,234+4.6%
359LINLINDE PLC$3.8M0.05%+1,045+15.7%
360USMVISHARES TR$3.8M0.05%+175+0.4%
361MLIMUELLER INDS INC$3.8M0.05%+30,446+791.6%
362FNYFIRST TR EXCHANGE-TRADED ALP$3.8M0.05%1,064−2.5%
363IEMGISHARES INC$3.8M0.05%909−1.7%
364CINFCINCINNATI FINL CORP$3.7M0.05%+21,191+819.5%
365RDVIFIRST TR EXCHANGE-TRADED FD$3.7M0.05%+3,121+2.2%
366EFAISHARES TR$3.7M0.05%+6,171+19.1%
367TAPMOLSON COORS BEVERAGE CO$3.7M0.05%+77,716+923.0%
368DDFDINNOVATOR ETFS TRUST$3.7M0.05%+2,795+1.4%
369IXUSISHARES TR$3.7M0.05%691−1.6%
370WINAWINMARK CORP$3.7M0.05%+8,588NEW
371ETENERGY TRANSFER L P$3.7M0.05%5,582−2.9%
372FLOTISHARES TR$3.7M0.05%+4,463+6.6%
373PLDPROLOGIS INC.$3.6M0.05%+5,965+27.8%
374FNKFIRST TR EXCHANGE-TRADED ALP$3.6M0.05%3,273−5.0%
375PANWPALO ALTO NETWORKS INC$3.6M0.05%+2,333+11.7%
376CMECME GROUP INC$3.5M0.05%+5,033+72.1%
377EMREMERSON ELEC CO$3.5M0.05%56,743−67.8%
378JPIEJ P MORGAN EXCHANGE TRADED F$3.5M0.05%41,240−35.1%
379URAGLOBAL X FDS$3.5M0.05%133,181−64.9%
380PHPARKER-HANNIFIN CORP$3.5M0.05%+1,575+68.3%
381CGNGCAPITAL GROUP NEW GEOGRAPHY$3.5M0.05%+4,263+4.0%
382WTSWATTS WATER TECHNOLOGIES INC$3.4M0.05%+1,555+15.1%
383OKEONEOK INC NEW$3.4M0.05%+537+1.4%
384SHOPSHOPIFY INC$3.4M0.05%3,413−10.6%
385INTCINTEL CORP$3.4M0.05%+3,151+4.2%
386HTRBHARTFORD FDS EXCHANGE TRADED$3.4M0.05%+36,162+55.8%
387VTEBVANGUARD MUN BD FDS$3.4M0.05%+6,924+11.4%
388THGHANOVER INS GROUP INC$3.4M0.05%+19,441NEW
389JNKSPDR SERIES TRUST$3.4M0.05%919−2.5%
390WMWASTE MGMT INC DEL$3.4M0.05%8−0.1%
391RPMRPM INTL INC$3.3M0.05%+6+0.0%
392PIIPOLARIS INC$3.3M0.05%+6,842+12.6%
393AEPAMERICAN ELEC PWR CO INC$3.3M0.05%+205+0.8%
394SPIBSPDR SERIES TRUST$3.3M0.05%+1,667+1.7%
395BKLNINVESCO EXCH TRADED FD TR II$3.3M0.04%133,091−45.2%
396PVALPUTNAM ETF TRUST$3.3M0.04%+45,777+186.7%
397IGVISHARES TR$3.3M0.04%+38,581+1869.2%
398HEFAISHARES TR$3.2M0.04%2,489−3.2%
399EWEDWARDS LIFESCIENCES CORP$3.2M0.04%+149+0.4%
400JXNJACKSON FINANCIAL INC$3.2M0.04%929−3.0%
401FELEFRANKLIN ELEC INC$3.2M0.04%+34,853NEW
402RFREGIONS FINANCIAL CORP NEW$3.2M0.04%+102,958+516.4%
403FVDFIRST TR EXCHANGE-TRADED FD$3.2M0.04%+6,933+11.4%
404MMACYS INC$3.2M0.04%+16,872+10.6%
405JIREJ P MORGAN EXCHANGE TRADED F$3.2M0.04%+5,221+14.2%
406XMHQINVESCO EXCHANGE TRADED FD T$3.2M0.04%448−1.4%
407GHCGRAHAM HLDGS CO$3.2M0.04%+2,985NEW
408CIBRFIRST TR EXCHANGE-TRADED FD$3.2M0.04%+7,967+18.8%
409JMEEJ P MORGAN EXCHANGE TRADED F$3.2M0.04%+47,187NEW
410FBTCFIDELITY WISE ORIGIN BITCOIN$3.1M0.04%+3,674+7.4%
411JQUAJ P MORGAN EXCHANGE TRADED F$3.1M0.04%+3,040+6.3%
412TBILRBB FD INC$3.1M0.04%+55,124+755.6%
413BKEBUCKLE INC$3.1M0.04%+61,470NEW
414DIASTATE STR SPDR DOW JONES IND$3.1M0.04%+2,045+44.4%
415HNIHNI CORP$3.1M0.04%+91,874NEW
416RWLINVESCO EXCH TRADED FD TR II$3.1M0.04%+8,637+48.0%
417XLUSELECT SECTOR SPDR TR$3.1M0.04%1,065,207−94.1%
418IUSGISHARES TR$3.0M0.04%+5,226+36.4%
419INTFISHARES TR$3.0M0.04%+3,842+5.2%
420QTUMETF SER SOLUTIONS$3.0M0.04%+16,112+133.9%
421APHAMPHENOL CORP$3.0M0.04%+20,122+538.0%
422VIGIVANGUARD WHITEHALL FDS$3.0M0.04%+1,045+3.2%
423VWOVANGUARD INTL EQUITY INDEX F$3.0M0.04%2,548−4.4%
424SPEMSPDR INDEX SHS FDS$3.0M0.04%+32,143+101.4%
425FTSLFIRST TR EXCHANGE-TRADED FD$3.0M0.04%8,456−11.3%
426PAASPAN AMERN SILVER CORP$3.0M0.04%+8,283+18.0%
427DFASDIMENSIONAL ETF TRUST$3.0M0.04%12,386−22.9%
428BITBBITWISE BITCOIN ETF TR$2.9M0.04%+15,790+24.7%
429EFVISHARES TR$2.9M0.04%3,999−9.3%
430HYGISHARES TR$2.9M0.04%+4,211+13.0%
431ITWOPROSHARES TR$2.9M0.04%+28,612+64.6%
432VOEVANGUARD INDEX FDS$2.9M0.04%+2,035+14.9%
433FIIGFIRST TR EXCHANGE-TRADED FD$2.9M0.04%6,538−4.5%
434SCHESCHWAB STRATEGIC TR$2.9M0.04%+394+0.5%
435ARESARES MANAGEMENT CORPORATION$2.9M0.04%+4,534+20.8%
436SSSSSURO CAPITAL CORP$2.8M0.04%+265,258NEW
437UPSUNITED PARCEL SVCS INC$2.8M0.04%+389+1.4%
438JPEMJ P MORGAN EXCHANGE TRADED F$2.8M0.04%1,958−4.1%
439THOTHOR INDS INC$2.8M0.04%+7,186+25.6%
440EIPIFIRST TR EXCHNG TRADED FD VI$2.8M0.04%314−0.3%
441WGOWINNEBAGO INDS INC$2.8M0.04%+90,432NEW
442FENIFIDELITY COVINGTON TRUST$2.8M0.04%+14,175+23.2%
443ANGLVANECK ETF TRUST$2.8M0.04%+96,857NEW
444FEMFIRST TR EXCH TRD ALPHDX FD$2.8M0.04%6,637−6.7%
445BRSLBRIGHTSTAR LOTTERY PLC$2.8M0.04%+51,606+31.0%
446PAYXPAYCHEX INC$2.8M0.04%32,402−52.0%
447MDYGSPDR SERIES TRUST$2.7M0.04%592−2.0%
448PGHYINVESCO EXCH TRADED FD TR II$2.7M0.04%+6,911+5.2%
449MDYVSPDR SERIES TRUST$2.7M0.04%410−1.3%
450CGUICAPITAL GRP FIXED INCM ETF T$2.7M0.04%+42,914+67.1%
451AITAPPLIED INDL TECHNOLOGIES IN$2.7M0.04%87−0.9%
452SPMBSPDR SERIES TRUST$2.7M0.04%6,017−4.8%
453CDXSIMPLIFY EXCHANGE TRADED FUN$2.7M0.04%+17,656+16.5%
454CVSCVS HEALTH CORP$2.7M0.04%+973+2.7%
455AEOAMERICAN EAGLE OUTFITTERS IN$2.6M0.04%+158,534NEW
456AUSFGLOBAL X FDS$2.6M0.04%+638+1.2%
457USBUS BANCORP$2.6M0.04%1,075−2.1%
458STEPSTEPSTONE GROUP INC$2.6M0.04%+54,337NEW
459BXBLACKSTONE INC$2.6M0.04%+2,128+10.4%
460MDYSTATE STR SPDR S&P MIDCAP 40$2.6M0.04%+1,716+69.4%
461GLWCORNING INC$2.6M0.04%+895+5.0%
462SKYYFIRST TR EXCHANGE-TRADED FD$2.6M0.04%1,012−4.1%
463OMFLINVESCO EXCH TRD SLF IDX FD$2.6M0.03%3,336−7.3%
464MUMICRON TECHNOLOGY INC$2.6M0.03%+816+12.1%
465TSCOTRACTOR SUPPLY CO$2.5M0.03%+12,991+30.1%
466RFVINVESCO EXCHANGE TRADED FD T$2.5M0.03%+261+1.4%
467LHXL3HARRIS TECHNOLOGIES INC$2.5M0.03%239−3.2%
468CSXCSX CORP$2.5M0.03%+7,747+14.4%
469NSCNORFOLK SOUTHN CORP$2.5M0.03%329−3.6%
470IDVISHARES TR$2.5M0.03%+719+1.2%
471SYSBISHARES TR$2.5M0.03%+246+0.9%
472CGCPCAPITAL GRP FIXED INCM ETF T$2.5M0.03%13,303−10.8%
473FDNFIRST TR EXCHANGE-TRADED FD$2.4M0.03%581−5.3%
474TCAFT ROWE PRICE ETF INC$2.4M0.03%+32,910+94.4%
475IMCGISHARES TR$2.4M0.03%+7+0.0%
476ASMLASML HLDG NV$2.4M0.03%+57+3.3%
477OEFISHARES TR$2.3M0.03%6,160−45.6%
478BUFDFIRST TR EXCHNG TRADED FD VI$2.3M0.03%+2,822+3.5%
479NOWSERVICENOW INC$2.3M0.03%+3,856+21.2%
480ORLYOREILLY AUTOMOTIVE INC$2.3M0.03%+20,498+464.0%
481SPSMSPDR SERIES TRUST$2.3M0.03%237−0.5%
482CMICUMMINS INC$2.3M0.03%+306+7.8%
483SHLDGLOBAL X FDS$2.3M0.03%+28,769+863.7%
484IVLUISHARES TR$2.3M0.03%89,131−60.9%
485TDIVFIRST TR EXCHANGE TRADED FD$2.3M0.03%+1,594+7.1%
486SCZISHARES TR$2.3M0.03%+4,134+16.8%
487TCHPT ROWE PRICE ETF INC$2.2M0.03%+36,443+259.1%
488MDTMEDTRONIC PLC$2.2M0.03%+6,226+32.0%
489SBUXSTARBUCKS CORP$2.2M0.03%+1,147+4.8%
490ASTSAST SPACEMOBILE INC$2.2M0.03%+11,441+75.7%
491GILDGILEAD SCIENCES INC$2.2M0.03%752−4.6%
492ARTYISHARES TR$2.2M0.03%96,754−67.4%
493FTCBFIRST TR EXCHANGE-TRADED FD$2.2M0.03%80,560−43.8%
494UCONFIRST TR EXCHNG TRADED FD VI$2.2M0.03%141,916−62.0%
495SCHFSCHWAB STRATEGIC TR$2.1M0.03%+452+0.5%
496JAVAJ P MORGAN EXCHANGE TRADED F$2.1M0.03%+514+1.8%
497FFORD MTR CO$2.1M0.03%+12,620+7.4%
498VBRVANGUARD INDEX FDS$2.1M0.03%+848+9.6%
499SHELSHELL PLC$2.1M0.03%+3,914+20.9%
500EMOCLEARBRIDGE ENERGY MIDSTREAM$2.1M0.03%+52+0.1%

Source: SEC EDGAR · accession 0001791965-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.