MondegarAI
← Tracker

Institutional

Kovack Advisors, Inc.

CIK 0001728321
$1.87B
Reported AUM
1,011
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · Kovack Advisors, Inc. · Q1 2026

AI · grounded in 13F

Kovack Advisors, Inc. increased its position in VGSH by 774.87%. The fund also accumulated shares of VOO by 30.58% and [[stock:MSTR 8 PERP]] by 10.94%. On the selling side, the fund trimmed its holdings in JAZZ by 97.94% and SILJ by 96.72%.

Portfolio · Q1 2026

NVDAAAPLIVVAMZNSPYVOOOther$1.24BKI

Top holdings· first 500 of 1011

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$82.4M4.39%116,426−20.0%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$59.4M3.17%50,159−17.7%
3IVVISHARES TR$740.91-2.62%24.60%80.03%$55.7M2.97%4,213−4.7%
4AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$46.4M2.48%50,667−18.6%
5SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$39.5M2.10%11,555−16.1%
6VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$33.8M1.80%+13,176+30.6%
7MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$31.1M1.66%36,890−30.5%
8QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$29.0M1.55%5,137−9.3%
9TSLATESLA INC$391.00-6.56%32.48%70.69%$24.4M1.30%21,522−24.9%
10VGSHVANGUARD SCOTTSDALE FDS$58.04-0.17%3.78%9.28%$23.6M1.26%+358,354+774.9%
11GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$19.2M1.02%34,918−34.9%
12AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$19.0M1.02%19,407−24.2%
13GOOGALPHABET INC$365.76-0.95%109.82%172.71%$15.8M0.84%3,824−6.6%
14MSTR 8 PERPSTRATEGY INC$14.4M0.77%+19,911+10.9%
15METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$14.2M0.76%23,503−49.3%
16BRK/BBERKSHIRE HATHAWAY INC DEL$13.5M0.72%2,723−8.8%
17GLDSPDR GOLD TR$396.24-3.65%29.84%133.33%$13.2M0.71%+2,364+8.4%
18BUFRFIRST TR EXCHNG TRADED FD VI$36.270.33%16.22%56.58%$13.2M0.70%+3,152+0.8%
19IDMOINVESCO EXCH TRADED FD TR II$57.85-3.29%18.48%93.21%$13.1M0.70%44,035−15.9%
20PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%6.11%524.27%$12.4M0.66%10,882−11.5%
21XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$11.6M0.62%1,430−2.0%
22VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$11.4M0.61%1,131−3.1%
23VTVVANGUARD INDEX FDS$212.02-1.36%25.17%71.24%$11.4M0.61%2,901−4.8%
24VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%18.28%59.52%$11.2M0.60%+506+1.0%
25QUALISHARES TR$213.14-1.93%19.32%64.31%$11.2M0.60%+27,192+86.0%
26VEUVANGUARD INTL EQUITY INDEX F$81.13-3.76%26.24%50.97%$10.7M0.57%+122,473+650.9%
27RDVYFIRST TR EXCHANGE TRADED FD$76.040.64%24.22%70.51%$10.7M0.57%+4,665+3.1%
28WMTWALMART INC$118.880.97%22.99%166.67%$10.2M0.55%+2,346+2.9%
29PULSPGIM ETF TR$49.57-0.02%5.07%22.44%$10.2M0.54%+18,560+9.9%
30ITOTISHARES TR$161.35-2.71%24.52%71.42%$10.1M0.54%7,587−9.7%
31CGDVCAPITAL GROUP DIVIDEND VALUE$47.88-2.35%$9.8M0.52%+1,188+0.5%
32FTSMFIRST TR EXCHANGE-TRADED FD$59.79-0.02%$9.8M0.52%+96,023+140.8%
33XLKSELECT SECTOR SPDR TR$180.30-6.66%$9.7M0.52%7,530−9.4%
34VUGVANGUARD INDEX FDS$85.93-3.62%$9.6M0.51%769−3.6%
35IBOCINTERNATIONAL BANCSHARES COR$72.980.05%$9.5M0.51%10,400−6.9%
36SCHFSCHWAB STRATEGIC TR$26.81-3.77%$9.5M0.51%21,905−5.4%
37SPMOINVESCO EXCH TRADED FD TR II$144.28-5.59%$9.4M0.50%203,469−71.1%
38IWYISHARES TR$288.04-3.23%$9.4M0.50%+18,686+97.4%
39ADTNADTRAN HOLDINGS INC$15.35-11.12%$9.4M0.50%17,550−2.3%
40QQQMINVESCO EXCH TRADED FD TR II$290.35-4.78%$9.2M0.49%856−2.2%
41LLYELI LILLY & CO$1131.420.55%$8.8M0.47%+2,075+28.1%
42DYNFBLACKROCK ETF TRUST$65.88-2.95%$8.8M0.47%3,204−2.1%
43PSLVSPROTT ASSET MANAGEMENT LP$21.550.09%$8.4M0.45%4,169−1.2%
44CVXCHEVRON CORPORATION$187.31-0.55%$8.0M0.43%18,337−31.4%
45HDHOME DEPOT INC$310.780.27%$8.0M0.43%7,952−24.7%
46FDVVFIDELITY COVINGTON TRUST$60.770.21%$8.0M0.42%9,862−6.4%
47COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$7.8M0.41%110−1.4%
48JPMJPMORGAN CHASE & CO$312.370.48%$7.5M0.40%16,112−38.9%
49SLVISHARES SILVER TR$61.57-8.08%$7.4M0.40%417,780−79.3%
50DIASTATE STR SPDR DOW JONES IND$509.70-1.35%$7.4M0.39%+557+3.6%
51HEQTSIMPLIFY EXCHANGE TRADED FUN$33.22-0.89%$7.3M0.39%+34,911+17.8%
52PPAINVESCO EXCHANGE TRADED FD T$170.50-1.75%$7.1M0.38%437−1.0%
53VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%$7.0M0.37%+5,990+5.8%
54TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$6.8M0.37%+409+2.1%
55XLESELECT SECTOR SPDR TR$57.67-1.84%$6.6M0.35%+18,406+20.0%
56ABBVABBVIE INC$227.231.02%$6.4M0.34%1,095−3.5%
57XLFSELECT SECTOR SPDR TR$52.300.21%$6.3M0.34%2,634−2.0%
58LRCXLAM RESEARCH CORP$303.28-9.85%$6.3M0.34%1,897−6.1%
59SHOPSHOPIFY INC$109.54-5.60%$6.2M0.33%283−0.5%
60COWZPACER FDS TR$63.87-0.06%$6.2M0.33%16,056−14.0%
61FVDFIRST TR EXCHANGE-TRADED FD$6.2M0.33%5,656−4.1%
62JAAAJANUS DETROIT STR TR$50.570.04%$5.9M0.32%+104,271+1242.5%
63ETENERGY TRANSFER L P$5.7M0.31%+154,761+108.2%
64DBMFLITMAN GREGORY FDS TR$30.830.56%$5.6M0.30%+144,641+358.0%
65ORCLORACLE CORP$213.68-9.59%$5.6M0.30%+7,886+26.2%
66MUMICRON TECHNOLOGY INC$864.01-13.25%$5.6M0.30%+4,138+30.1%
67GEVGE VERNOVA INC$933.61-3.09%$5.5M0.30%+940+18.0%
68CATCATERPILLAR INC$904.28-3.85%$5.5M0.30%+689+9.9%
69AGGISHARES TR$98.17-0.50%$5.4M0.29%21,584−28.2%
70GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$5.4M0.29%3,659−36.6%
71JNJJOHNSON & JOHNSON$232.772.02%$5.4M0.29%14,086−39.0%
72FTLSFIRST TR EXCH TRADED FD III$74.120.23%$5.3M0.28%+3,749+5.1%
73PYPLPAYPAL HLDGS INC$41.29-3.42%$5.2M0.27%+44,997+65.1%
74SCHDSCHWAB STRATEGIC TR$32.30-0.89%$5.0M0.27%+18,994+13.0%
75SCHOSCHWAB STRATEGIC TR$24.070.04%$5.0M0.27%+207,440NEW
76NOWSERVICENOW INC$112.45-5.79%$5.0M0.27%9,554−16.6%
77AMDADVANCED MICRO DEVICES INC$466.38-10.86%$4.9M0.26%6,498−21.5%
78CRWDCROWDSTRIKE HLDGS INC$671.02-6.68%$4.8M0.26%3,680−23.0%
79TAT&T INC$22.75-0.09%$4.8M0.26%+4,770+2.9%
80NOBLPROSHARES TR$54.530.66%$4.7M0.25%1,333−2.9%
81FTSLFIRST TR EXCHANGE-TRADED FD$44.95-0.09%$4.7M0.25%+7,737+8.0%
82MRKMERCK & CO INC$120.790.44%$4.5M0.24%+16,231+75.4%
83FTCBFIRST TR EXCHANGE-TRADED FD$20.76-0.43%$4.5M0.24%+121,885+134.0%
84VGTVANGUARD WORLD FD$115.28-6.14%$4.4M0.23%+1,396+29.0%
85BILSPDR SERIES TRUST$91.450.04%$4.4M0.23%+623+1.3%
86ITAISHARES TR$229.45-0.92%$4.2M0.22%+10,457+120.9%
87FSKFS KKR CAP CORP$10.70-2.46%$4.2M0.22%+122,300+41.5%
88IJRISHARES TR$137.68-1.84%$4.2M0.22%+14,290+73.4%
89XMMOINVESCO EXCHANGE TRADED FD T$164.63-4.13%$4.1M0.22%33,912−54.7%
90EFVISHARES TR$76.90-1.91%$4.1M0.22%+27,105+96.9%
91VXUSVANGUARD STAR FDS$83.03-3.73%$4.1M0.22%+42,640+410.0%
92HYGHISHARES U S ETF TR$86.21-0.17%$4.1M0.22%+2,289+5.1%
93SMHVANECK ETF TRUST$569.69-9.22%$4.1M0.22%1,938−16.4%
94NFLXNETFLIX INC.$82.180.76%$4.0M0.22%11,269−21.1%
95CSCOCISCO SYS INC$121.64-6.43%$4.0M0.21%+19,999+63.2%
96HDVISHARES TR$27.550.22%$4.0M0.21%+14,800+99.2%
97ETNEATON CORP PLC$395.94-5.42%$4.0M0.21%+3,881+54.2%
98MSTRSTRATEGY INC$120.44-6.90%$3.9M0.21%1,367−4.2%
99VOVANGUARD INDEX FDS$78.53-2.06%$3.9M0.21%654−4.6%
100VRTVERTIV HOLDINGS CO$300.51-7.23%$3.9M0.21%40,957−72.8%
101GEGE AEROSPACE$3.8M0.20%120−0.9%
102AMATAPPLIED MATLS INC$3.8M0.20%642−5.6%
103RTXRTX CORPORATION$3.7M0.20%34,553−64.2%
104JEPIJ P MORGAN EXCHANGE TRADED F$3.7M0.20%+700+1.1%
105PFEPFIZER INC$3.7M0.20%13,036−9.1%
106WDCWESTERN DIGITAL CORP$3.6M0.19%+6,746+127.5%
107VRIGINVESCO ACTIVELY MANAGED EXC$3.6M0.19%6,926−4.6%
108IVWISHARES TR$3.6M0.19%+1,651+5.6%
109XLVSELECT SECTOR SPDR TR$3.5M0.19%5,749−19.3%
110ENBENBRIDGE INC$3.4M0.18%+31,202+95.7%
111IBMINTERNATIONAL BUSINESS MACHS$3.4M0.18%+1,086+8.4%
112FLTRVANECK ETF TRUST$3.4M0.18%7,256−5.2%
113INTCINTEL CORP$3.4M0.18%146,262−67.2%
114RSPINVESCO EXCHANGE TRADED FD T$3.3M0.18%+4,031+30.5%
115EEMISHARES TR$3.3M0.18%+52,087+738.7%
116GDXYTIDAL TRUST II$3.3M0.17%+124,910+141.8%
117IWMISHARES TR$3.3M0.17%6,589−33.4%
118PGPROCTER & GAMBLE CO$3.2M0.17%2,785−11.0%
119AAPADVANCE AUTO PARTS INC$3.2M0.17%1,085−1.7%
120VZVERIZON COMMUNICATIONS INC$3.2M0.17%3,091−4.6%
121EPDENTERPRISE PRODS PARTNERS L$3.2M0.17%+40,160+91.3%
122VYMVANGUARD WHITEHALL FDS$3.1M0.17%+526+2.5%
123NBISNEBIUS GROUP N.V.$3.1M0.16%1,189−3.9%
124JEPQJ P MORGAN EXCHANGE TRADED F$3.0M0.16%79−0.1%
125FIXDFIRST TR EXCHNG TRADED FD VI$3.0M0.16%797−1.1%
126CCICROWN CASTLE INC$3.0M0.16%1,498−3.9%
127RKLBROCKET LAB CORP$3.0M0.16%21,806−32.0%
128MCDMCDONALDS CORP$3.0M0.16%370−3.7%
129MGKVANGUARD WORLD FD$2.9M0.16%328−4.1%
130BUFQFIRST TR EXCHNG TRADED FD VI$2.9M0.15%+8,621+11.8%
131UISUNISYS CORP$2.9M0.15%+198,275+16.5%
132IAUISHARES GOLD TR$2.9M0.15%50,170−60.7%
133VVISA INC$2.7M0.15%868−8.6%
134CRKCOMSTOCK RES INC$2.7M0.14%+10,200+8.7%
135ASMLASML HLDG NV$2.6M0.14%+1,085+121.0%
136EDOWFIRST TR EXCHANGE-TRADED FD$2.6M0.14%53−0.1%
137IWBISHARES TR$2.6M0.14%+18+0.2%
138VIAVVIAVI SOLUTIONS INC$2.6M0.14%65,520−47.2%
139EFGISHARES TR$2.6M0.14%+11,417+99.4%
140PAVEGLOBAL X FDS$2.6M0.14%+13,620+29.1%
141SOXXISHARES TR$2.5M0.14%1,602−17.4%
142LQDISHARES TR$2.5M0.13%+14,219+154.6%
143PANWPALO ALTO NETWORKS INC$2.5M0.13%42,783−73.3%
144IYFISHARES TR$2.5M0.13%1,472−6.5%
145OREALTY INCOME CORP$2.5M0.13%380−0.9%
146GILDGILEAD SCIENCES INC$2.5M0.13%7,627−30.0%
147ADIANALOG DEVICES INC$2.5M0.13%67−0.9%
148BABOEING CO$2.4M0.13%+1,419+13.3%
149SWKSTANLEY BLACK & DECKER INC$2.4M0.13%870−2.5%
150AGNCAGNC INVT CORP$2.4M0.13%462−0.2%
151SPGPINVESCO EXCHANGE TRADED FD T$2.4M0.13%6,840−23.4%
152FSCOFS CREDIT OPPORTUNITIES CORP$2.4M0.13%+245,579+111.3%
153SGOVISHARES TR$2.4M0.13%+344+1.5%
154MITKMITEK SYS INC$2.4M0.13%31,010−15.3%
155VGITVANGUARD SCOTTSDALE FDS$2.4M0.13%730−2.0%
156GLWCORNING INC$2.3M0.13%+4,086+31.4%
157MINTPIMCO ETF TR$2.3M0.12%+6,585+39.9%
158STWDSTARWOOD PPTY TR INC$2.3M0.12%+65,566+94.3%
159COWGPACER FDS TR$2.3M0.12%2,668−3.7%
160VSHVISHAY INTERTECHNOLOGY INC$2.3M0.12%15,540−11.1%
161OSPNONESPAN INC$2.3M0.12%+47,600+28.5%
162TIPISHARES TR$2.3M0.12%+15,064+275.8%
163QQQINEOS ETF TRUST$2.3M0.12%+7,214+19.0%
164CGGRCAPITAL GROUP GROWTH ETF$2.3M0.12%+5,725+11.5%
165BINCBLACKROCK ETF TRUST II$2.2M0.12%+36,645+564.1%
166MOALTRIA GROUP INC$2.2M0.12%5,500−14.0%
167EMBISHARES TR$2.2M0.12%+17,115+267.2%
168SOSOUTHERN CO$2.2M0.12%463−2.0%
169JPSTJ P MORGAN EXCHANGE TRADED F$2.2M0.12%+174+0.4%
170NEARISHARES U S ETF TR$2.2M0.12%22,300−33.8%
171WGSGENEDX HOLDINGS CORP$2.2M0.12%+33,960NEW
172HYGISHARES TR$2.2M0.12%+21,940+405.8%
173BMYBRISTOL-MYERS SQUIBB CO$2.2M0.12%+65+0.2%
174BGBUNGE GLOBAL SA$2.2M0.12%+17,023NEW
175UNHUNITEDHEALTH GROUP INC$2.2M0.12%18,838−70.3%
176XLISELECT SECTOR SPDR TR$2.2M0.12%1,111−7.8%
177KOCOCA COLA CO$2.1M0.11%1,734−5.8%
178QQNITY ELECTRONICS INC$2.1M0.11%+13,366+266.4%
179QXOQXO INC$2.1M0.11%17,651−13.9%
180GBILGOLDMAN SACHS ETF TR$2.1M0.11%2,802−11.5%
181MAMASTERCARD INCORPORATED$2.1M0.11%53−1.2%
182PDIPIMCO DYNAMIC INCOME FD$2.1M0.11%+51,505+72.7%
183IYWISHARES TR$2.1M0.11%+758+7.1%
184ABTABBOTT LABORATORIES$2.1M0.11%+119+0.6%
185CRWVCOREWEAVE INC$2.1M0.11%+20,885+377.5%
186FFIVF5 INC$2.1M0.11%+7,132NEW
187USMVISHARES TR$2.1M0.11%+10,312+86.5%
188KMLMKRANESHARES TRUST$2.0M0.11%+71,419NEW
189IEFAISHARES TR$2.0M0.11%+862+4.1%
190DUKDUKE ENERGY CORP NEW$2.0M0.11%+6,549+73.9%
191STXSEAGATE TECHNOLOGY HLDNGS PL$2.0M0.11%+339+7.9%
192BAXBAXTER INTL INC$2.0M0.11%+6,791+6.0%
193HOODROBINHOOD MKTS INC$2.0M0.11%+2,629+10.2%
194EQWLINVESCO EXCHANGE TRADED FD T$2.0M0.11%+1,704+11.0%
195WMWASTE MGMT INC DEL$2.0M0.11%177−2.0%
196MARMARRIOTT INTL INC NEW$2.0M0.10%425−6.7%
197VCSHVANGUARD SCOTTSDALE FDS$2.0M0.10%+678+2.8%
198LMBSFIRST TR EXCHANGE-TRADED FD$2.0M0.10%+9,151+30.4%
199VGKVANGUARD INTL EQUITY INDEX F$1.9M0.10%1,545−6.2%
200BSVVANGUARD BD INDEX FDS$1.9M0.10%+134+0.5%
201IUSBISHARES TR$1.9M0.10%1,006−2.3%
202FPEFIRST TR EXCH TRADED FD III$1.9M0.10%+1,043+1.0%
203PEPPEPSICO INC$1.9M0.10%1,020−7.6%
204IXNISHARES TR$1.9M0.10%3−0.0%
205XLUSELECT SECTOR SPDR TR$1.9M0.10%8,769−17.5%
206VBVANGUARD INDEX FDS$1.9M0.10%517−6.7%
207NLYANNALY CAPITAL MANAGEMENT IN$1.9M0.10%+2,017+2.3%
208KEYSKEYSIGHT TECHNOLOGIES INC$1.9M0.10%+6,575NEW
209DISDISNEY WALT CO$1.8M0.10%6,314−24.8%
210DOWDOW HLDGS INC$1.8M0.10%+34,923+382.0%
211QCOMQUALCOMM INC$1.8M0.10%+121+0.9%
212GDXVANECK ETF TRUST$1.8M0.10%36,869−66.1%
213HONHONEYWELL INTL INC$1.8M0.09%743−8.8%
214UUPINVESCO DB US DLR INDEX TR$1.8M0.09%+35,026+123.7%
215IEMGISHARES INC$1.7M0.09%+4,121+19.8%
216GMAYFIRST TR EXCHNG TRADED FD VI$1.7M0.09%143−0.3%
217VWOVANGUARD INTL EQUITY INDEX F$1.7M0.09%+4,990+18.4%
218NEENEXTERA ENERGY INC$1.7M0.09%9,524−33.8%
219XLYSELECT SECTOR SPDR TR$1.7M0.09%3,015−16.0%
220HFSIHARTFORD FDS EXCHANGE TRADED$1.7M0.09%+2,096+4.4%
221CRNCCERENCE INC$1.7M0.09%+105,023+70.8%
222LMTLOCKHEED MARTIN CORP$1.7M0.09%+191+7.3%
223EQTEQT CORP$1.7M0.09%+9,603+55.3%
224AMGNAMGEN INC$1.7M0.09%101−2.1%
225AMLPALPS ETF TR$1.7M0.09%+918+2.9%
226KRESPDR SERIES TRUST$1.7M0.09%152−0.6%
227TRGPTARGA RES CORP$1.7M0.09%+6,659NEW
228DEDEERE & CO$1.7M0.09%+64+2.2%
229ZVRAZEVRA THERAPEUTICS INC$1.6M0.09%99−0.1%
230BBAGJ P MORGAN EXCHANGE TRADED F$1.6M0.09%56−0.2%
231LVHILEGG MASON ETF INVT$1.6M0.09%+1,739+4.5%
232NOVNOV INC$1.6M0.09%77,325−46.6%
233UBERUBER TECHNOLOGIES INC$1.6M0.08%8,866−28.7%
234BNDXVANGUARD CHARLOTTE FDS$1.6M0.08%+287+0.9%
235ATOATMOS ENERGY CORP$1.6M0.08%209−2.4%
236MPWRMONOLITHIC PWR SYS INC$1.6M0.08%31−2.1%
237MNSTMONSTER BEVERAGE CORP NEW$1.5M0.08%359−1.7%
238COHUCOHU INC$1.5M0.08%26,430−35.4%
239IWFISHARES TR$1.5M0.08%+242+7.3%
240ROLROLLINS INC$1.5M0.08%1,208−4.1%
241QYLDGLOBAL X FDS$1.5M0.08%3,203−3.6%
242IDXXIDEXX LABS INC$1.5M0.08%229−7.9%
243TJXTJX COS INC NEW$1.5M0.08%+26+0.3%
244KIOKKR INCOME OPPORTUNITIES FD$1.5M0.08%22,857−14.5%
245IVEISHARES TR$1.5M0.08%326−4.4%
246BACBANK AMERICA CORP$1.5M0.08%4,786−13.8%
247KLACKLA CORP$1.5M0.08%+22+2.3%
248VRTXVERTEX PHARMACEUTICALS INC$1.5M0.08%2,905−46.9%
249GDGENERAL DYNAMICS CORP$1.5M0.08%49−1.2%
250FESMFIDELITY COVINGTON TRUST$1.5M0.08%+38,049NEW
251SPYINEOS ETF TRUST$1.5M0.08%+14,547+98.3%
252COPCONOCOPHILLIPS$1.4M0.08%+117+1.1%
253IVLUISHARES TR$1.4M0.08%+36,480NEW
254ALBALBEMARLE CORP$1.4M0.08%11,186−59.1%
255SNDKSANDISK CORP$1.4M0.08%+963+88.8%
256CCITIGROUP INC$1.4M0.08%564−4.3%
257PMPHILIP MORRIS INTL INC$1.4M0.08%1,753−16.3%
258SDYSPDR SERIES TRUST$1.4M0.08%30−0.3%
259WMT2WELLS FARGO & CO$1.4M0.08%392−2.2%
260XRAYDENTSPLY SIRONA INC$1.4M0.08%+121,650NEW
261BSJRINVESCO EXCH TRD SLF IDX FD$1.4M0.08%+9,323+17.4%
262MPCMARATHON PETE CORP$1.4M0.08%+684+13.3%
263FTXLFIRST TR EXCHANGE TRADED FD$1.4M0.07%+1,231+15.7%
264IGSBISHARES TR$1.4M0.07%1,520−5.4%
265BALLBALL CORP$1.4M0.07%HELD
266DXCDXC TECHNOLOGY CO$1.4M0.07%+79,566+259.0%
267HYLSFIRST TR EXCHANGE-TRADED FD$1.4M0.07%8,449−20.0%
268SPHQINVESCO EXCHANGE TRADED FD T$1.4M0.07%100−0.6%
269SOFISOFI TECHNOLOGIES INC$1.4M0.07%+2,924+3.5%
270IYHISHARES TR$1.4M0.07%+353+1.6%
271BONDPIMCO ETF TR$1.4M0.07%+2,928+24.3%
272NEMNEWMONT CORP$1.4M0.07%+9,668+436.3%
273AIRRFIRST TR EXCHANGE TRADED FD$1.4M0.07%+6,828+184.5%
274DMARFIRST TR EXCHNG TRADED FD VI$1.4M0.07%+17,412+121.3%
275IYLDISHARES TR$1.3M0.07%+6,515+11.9%
276QBTSD-WAVE QUANTUM INC$1.3M0.07%+50,060+106.9%
277DGROISHARES TR$1.3M0.07%16,652−47.3%
278VNQVANGUARD INDEX FDS$1.3M0.07%6,907−32.1%
279KNGZFIRST TR EXCHANGE TRADED FD$1.3M0.07%HELD
280RCLROYAL CARIBBEAN GROUP$1.3M0.07%+103+2.3%
281MFCMANULIFE FINL CORP$1.3M0.07%70−0.2%
282CRMSALESFORCE INC$1.3M0.07%10,566−60.7%
283DJULFIRST TR EXCHNG TRADED FD VI$1.3M0.07%HELD
284SBUXSTARBUCKS CORP$1.3M0.07%+934+7.1%
285RIORIO TINTO PLC$1.3M0.07%+3,548+35.5%
286MPLXMPLX LP$1.3M0.07%166−0.7%
287PHDGINVESCO ACTIVELY MANAGED EXC$1.3M0.07%2,206−6.2%
288JFRNUVEEN FLOATING RATE INCOME$1.3M0.07%+81,831+94.2%
289WMSADVANCED DRAIN SYS INC DEL$1.3M0.07%1,253−12.0%
290ANETARISTA NETWORKS INC$1.3M0.07%12,992−56.3%
291COFCAPITAL ONE FINL CORP$1.2M0.07%+418+6.6%
292BSJQINVESCO EXCH TRD SLF IDX FD$1.2M0.07%+10,776+25.1%
293SOXQINVESCO EXCH TRADED FD TR II$1.2M0.07%7,159−26.1%
294OKEONEOK INC NEW$1.2M0.07%358−2.5%
295DAUGFIRST TR EXCHNG TRADED FD VI$1.2M0.07%+283+1.0%
296EMEEMCOR GROUP INC$1.2M0.07%+838+100.0%
297RGLDROYAL GOLD INC$1.2M0.07%+15+0.3%
298RSHOTEMA ETF TRUST$1.2M0.07%+23,600NEW
299SLBSLB LIMITED$1.2M0.07%+16,560+204.1%
300FBTFIRST TR EXCHANGE-TRADED FD$1.2M0.07%+4,452+276.2%
301PSECPROSPECT CAP CORP$1.2M0.07%+65,451+16.2%
302SNOWSNOWFLAKE INC$1.2M0.07%3,905−32.5%
303AXPAMERICAN EXPRESS CO$1.2M0.07%114−2.7%
304DXPEDXP ENTERPRISES INC$1.2M0.06%+3,920+83.7%
305DEODIAGEO PLC$1.2M0.06%+6,733+69.5%
306APPAPPLOVIN CORP$1.2M0.06%551−15.2%
307DJUNFIRST TR EXCHNG TRADED FD VI$1.2M0.06%HELD
308XHLFBONDBLOXX ETF TRUST$1.2M0.06%+24,000NEW
309IEFISHARES TR$1.2M0.06%+5,703+82.4%
310UTHRUNITED THERAPEUTICS CORP DEL$1.2M0.06%78−3.7%
311MMM3M CO$1.2M0.06%710−7.9%
312DFEBFIRST TR EXCHNG TRADED FD VI$1.2M0.06%+14,504+136.5%
313DFAUDIMENSIONAL ETF TRUST$1.2M0.06%+3,836+17.8%
314FPXFIRST TR EXCHANGE-TRADED FD$1.2M0.06%236−3.1%
315SDVYFIRST TR EXCHANGE TRADED FD$1.2M0.06%+1,067+3.7%
316DFUSDIMENSIONAL ETF TRUST$1.2M0.06%+135+0.8%
317DMAYFIRST TR EXCHNG TRADED FD VI$1.2M0.06%+275+1.1%
318DOCTFIRST TR EXCHNG TRADED FD VI$1.2M0.06%HELD
319GSEPFIRST TR EXCHNG TRADED FD VI$1.2M0.06%1,645−5.1%
320IAUMISHARES GOLD TR$1.2M0.06%1,802−6.8%
321DIVOAMPLIFY ETF TR$1.2M0.06%11,482−30.9%
322FCUSTIDAL TRUST II$1.1M0.06%+29,155NEW
323CATHGLOBAL X FDS$1.1M0.06%+1,604+12.3%
324USBUS BANCORP$1.1M0.06%298−1.3%
325IHIISHARES TR$1.1M0.06%+10,294+93.4%
326IEIISHARES TR$1.1M0.06%+4,288+81.4%
327AVAVAEROVIRONMENT INC$1.1M0.06%+1,134+22.6%
328FVFIRST TR EXCHANGE TRADED FD$1.1M0.06%341−1.8%
329MISLFIRST TR EXCHANGE-TRADED FD$1.1M0.06%+1,922+8.4%
330DSEPFIRST TR EXCHNG TRADED FD VI$1.1M0.06%HELD
331IGROISHARES TR$1.1M0.06%352−2.6%
332ZSZSCALER INC$1.1M0.06%+5,652+224.1%
333VBKVANGUARD INDEX FDS$1.1M0.06%3−0.1%
334EDCONSOLIDATED EDISON INC$1.1M0.06%679−6.5%
335VSTVISTRA CORP$1.1M0.06%60,029−89.2%
336PFFISHARES TR$1.1M0.06%1,391−3.7%
337GLDMWORLD GOLD TR$1.1M0.06%+1,130+10.6%
338IFRAISHARES TR$1.1M0.06%197−1.0%
339NNOVINNOVATOR ETFS TRUST$1.1M0.06%+39,377NEW
340DDOGDATADOG INC$1.1M0.06%+9,275NEW
341XLPSELECT SECTOR SPDR TR$1.1M0.06%4,192−23.8%
342VCRBVANGUARD MALVERN FDS$1.1M0.06%+14,060NEW
343ZAPRINNOVATOR ETFS TRUST$1.1M0.06%2,042−4.7%
344SILGLOBAL X FDS$1.1M0.06%18,995−61.7%
345KMIKINDER MORGAN INC DEL$1.1M0.06%4,516−12.1%
346CLMCORNERSTONE STRATEGIC INVEST$1.1M0.06%66,924−31.7%
347VXFVANGUARD INDEX FDS$1.1M0.06%+30+0.6%
348BPBP PLC$1.1M0.06%4,969−17.7%
349VDEVANGUARD WORLD FD$1.1M0.06%+3,568+130.6%
350BLKBLACKROCK INC$1.1M0.06%1,292−53.6%
351FDLFIRST TR EXCHANGE-TRADED FD$1.1M0.06%294−1.4%
352BNBROOKFIELD CORP$1.1M0.06%+7,088+37.4%
353PSXPHILLIPS 66$1.1M0.06%12,877−67.8%
354URIUNITED RENTALS INC$1.1M0.06%8,320−85.2%
355BIVVANGUARD BD INDEX FDS$1.0M0.06%+27+0.2%
356CRFCORNERSTONE TOTAL RETURN FD$1.0M0.06%120,615−44.7%
357WPCWP CAREY INC$1.0M0.05%+8,658+135.7%
358AXONAXON ENTERPRISE INC$1.0M0.05%+19+0.8%
359BKRBAKER HUGHES COMPANY$1.0M0.05%553−3.2%
360BBBLACKBERRY LTD$1.0M0.05%+44,500+17.5%
361OHIOMEGA HEALTHCARE INVS INC$1.0M0.05%+448+2.0%
362BSCRINVESCO EXCH TRD SLF IDX FD$1.0M0.05%+1,048+2.1%
363FXUFIRST TR EXCHANGE-TRADED FD$1.0M0.05%20,053−49.9%
364GOOYTIDAL TRUST II$998K0.05%+11,344+18.2%
365SPYDSPDR SERIES TRUST$996K0.05%+1,093+5.2%
366BSCQINVESCO EXCH TRD SLF IDX FD$994K0.05%+123+0.2%
367FTXRFIRST TR EXCHANGE TRADED FD$994K0.05%+25,742NEW
368CMECME GROUP INC$991K0.05%1,575−32.0%
369FDXFEDEX CORP$989K0.05%+158+6.1%
370UPSUNITED PARCEL SVCS INC$987K0.05%6,891−40.6%
371SCHGSCHWAB STRATEGIC TR$985K0.05%562,479−94.4%
372FDNFIRST TR EXCHANGE-TRADED FD$983K0.05%4,162−50.0%
373RDVIFIRST TR EXCHANGE-TRADED FD$981K0.05%+2,954+8.4%
374XBISPDR SERIES TRUST$978K0.05%138−1.8%
375FXNFIRST TR EXCHANGE-TRADED FD$974K0.05%+44,704NEW
376NSCNORFOLK SOUTHN CORP$966K0.05%2−0.1%
377PHPARKER-HANNIFIN CORP$964K0.05%+11+1.1%
378VMBSVANGUARD SCOTTSDALE FDS$960K0.05%416−2.0%
379SCHVSCHWAB STRATEGIC TR$959K0.05%880−2.7%
380VDCVANGUARD WORLD FD$957K0.05%583−12.0%
381SHYISHARES TR$954K0.05%+499+4.5%
382WESWESTERN MIDSTREAM PARTNERS L$954K0.05%+1,659+7.7%
383SGDMSPROTT ETF TRUST$951K0.05%931−7.2%
384VTVANGUARD INTL EQUITY INDEX F$945K0.05%+1,482+27.9%
385IWVISHARES TR$944K0.05%54−2.1%
386ECOOKEANIS ECO TANKERS COR$943K0.05%150−0.8%
387GRIDFIRST TR EXCHANGE-TRADED FD$933K0.05%+1,946+47.0%
388DAKTDAKTRONICS INC$929K0.05%2,760−5.5%
389IJHISHARES TR$928K0.05%92−0.7%
390CDNSCADENCE DESIGN SYSTEM INC$927K0.05%+54+1.6%
391AAAUGOLDMAN SACHS PHYSICAL GOLD$925K0.05%182−0.9%
392ZIMZIM INTEGRATED SHIPPING SERV$919K0.05%274−0.8%
393SPLVINVESCO EXCH TRADED FD TR II$915K0.05%427−3.3%
394USFRWISDOMTREE TR$915K0.05%+1,605+9.7%
395PLABPHOTRONICS INC$913K0.05%255−1.1%
396QDPLPACER FDS TR$913K0.05%1,161−4.9%
397XEXGXEATON VANCE TAX-MANAGED GLOB$907K0.05%+7,986+8.4%
398GAUGFIRST TR EXCHNG TRADED FD VI$905K0.05%446−1.9%
399FSSLFS SPECIALTY LENDING FD$905K0.05%9,123−11.1%
400CVSCVS HEALTH CORP$898K0.05%1,669−11.8%
401SHVISHARES TR$893K0.05%+59+0.7%
402MDTMEDTRONIC PLC$887K0.05%+495+5.1%
403TRMDTORM PLC$886K0.05%82−0.3%
404MELIMERCADOLIBRE INC$885K0.05%561−52.2%
405BUFSFIRST TR EXCHNG TRADED FD VI$883K0.05%4,574−10.7%
406BXBLACKSTONE INC$881K0.05%6,095−44.2%
407XLCSELECT SECTOR SPDR TR$881K0.05%+1,417+21.8%
408ARMARM HOLDINGS PLC$879K0.05%78−1.3%
409DJANFIRST TR EXCHNG TRADED FD VI$875K0.05%+13,978+214.1%
410ICVTISHARES TR$874K0.05%1,611−15.8%
411OCTBETF SER SOLUTIONS$870K0.05%+15,649+82.0%
412SDVDFIRST TR EXCH TRADED FD III$869K0.05%+2,723+7.4%
413DLNWISDOMTREE TR$868K0.05%59−0.6%
414SPTISPDR SERIES TRUST$854K0.05%3,337−9.8%
415EOSEATON VANCE ENHANCED EQUITY$854K0.05%+19,716+92.5%
416DNOVFIRST TR EXCHNG TRADED FD VI$848K0.05%1,427−7.5%
417UMARINNOVATOR ETFS TRUST$846K0.05%1,997−8.6%
418CEGCONSTELLATION ENERGY CORP$842K0.04%5,882−66.1%
419IONQIONQ INC$838K0.04%8,420−21.9%
420BSJSINVESCO EXCH TRD SLF IDX FD$833K0.04%924−2.4%
421MRVLMARVELL TECHNOLOGY INC$833K0.04%8,967−53.1%
422IWOISHARES TR$831K0.04%1−0.0%
423CLSCELESTICA INC$830K0.04%369−11.3%
424XIGDXVOYA GLBL EQTY DIV & PREM OP$829K0.04%6,844−4.5%
425BWLPBW LPG LTD$826K0.04%375−0.8%
426SIVRABRDN SILVER ETF TRUST$822K0.04%+2,077+22.1%
427FFORD MTR CO$818K0.04%+2,382+3.5%
428EGYVAALCO ENERGY INC$816K0.04%48,934−26.7%
429XRXXEROX HOLDINGS CORP$815K0.04%+216,050+50.2%
430USOUNITED STS OIL FD LP$814K0.04%+1,991+44.9%
431HTGCHERCULES CAPITAL INC$814K0.04%622−1.1%
432FTCSFIRST TR EXCHANGE-TRADED FD$813K0.04%343−3.8%
433EMREMERSON ELEC CO$810K0.04%+3,210+109.1%
434GNLGLOBAL NET LEASE INC$808K0.04%137,134−61.6%
435DFACDIMENSIONAL ETF TRUST$807K0.04%5,272−20.4%
436MSMORGAN STANLEY$807K0.04%483−9.0%
437CMBTCMB.TECH NV$806K0.04%496−0.8%
438ISRGINTUITIVE SURGICAL INC$803K0.04%5,023−74.4%
439BUXXEA SERIES TRUST$801K0.04%+20,807+110.9%
440MCKMCKESSON CORP$800K0.04%302−24.7%
441GOFGUGGENHEIM STRATEGIC OPPORTU$800K0.04%+4,086+6.0%
442AEMAGNICO EAGLE MINES LTD$799K0.04%+473+14.2%
443DAPRFIRST TR EXCHNG TRADED FD VI$798K0.04%HELD
444TLTISHARES TR$797K0.04%13,326−59.1%
445DDECFIRST TR EXCHNG TRADED FD VI$794K0.04%1,260−6.6%
446GJULFIRST TR EXCHNG TRADED FD VI$793K0.04%1,767−8.3%
447FLBLFRANKLIN TEMPLETON ETF TR$793K0.04%45,436−56.7%
448AEPAMERICAN ELEC PWR CO INC$793K0.04%118−1.9%
449LINLINDE PLC$792K0.04%+35+2.2%
450RSPTINVESCO EXCHANGE TRADED FD T$790K0.04%HELD
451BKBANK NEW YORK MELLON CORP$786K0.04%1,073−14.1%
452NKENIKE INC$786K0.04%16−0.1%
453MDYSTATE STR SPDR S&P MIDCAP 40$784K0.04%33−2.5%
454QUREQUANTA SVCS INC$783K0.04%9,981−87.6%
455HAFNHAFNIA LTD$778K0.04%794−0.8%
456IGAVOYA GLBL ADV & PREM OPP FD$764K0.04%+9,205+13.0%
457IXCISHARES TR$762K0.04%HELD
458BSCSINVESCO EXCH TRD SLF IDX FD$761K0.04%954−2.5%
459SMMDISHARES TR$761K0.04%21−0.2%
460VBRVANGUARD INDEX FDS$760K0.04%2,958−45.9%
461EMLPFIRST TR EXCHANGE-TRADED FD$759K0.04%7,820−30.9%
462IAIISHARES TR$755K0.04%+2,276+98.7%
463BUFYFIRST TR EXCHNG TRADED FD VI$754K0.04%3,722−10.0%
464GMARFIRST TR EXCHNG TRADED FD VI$749K0.04%+1,595+9.8%
465SCCOSOUTHERN COPPER CORP$749K0.04%+204+5.1%
466ABALLIANCEBERNSTEIN HLDG L P$749K0.04%+286+1.5%
467VFHVANGUARD WORLD FD$743K0.04%579−8.6%
468RWLINVESCO EXCH TRADED FD TR II$741K0.04%+298+4.9%
469ARKKARK ETF TR$741K0.04%880−7.7%
470JQUAJ P MORGAN EXCHANGE TRADED F$740K0.04%769−6.0%
471QQEWFIRST TR EXCHANGE-TRADED FD$739K0.04%287−4.6%
472DELLDELL TECHNOLOGIES INC$738K0.04%3,827−46.6%
473LOWLOWES COS INC$737K0.04%1,473−32.1%
474OEFISHARES TR$736K0.04%+199+9.5%
475SDIVGLOBAL X FDS$735K0.04%+2,579+9.7%
476DFAIDIMENSIONAL ETF TRUST$733K0.04%+1,329+7.6%
477IGHGPROSHARES TR$731K0.04%+648+7.4%
478FLNGFLEX LNG LTD$726K0.04%+3,124+14.6%
479EDVVANGUARD WORLD FD$726K0.04%HELD
480WBDWARNER BROS DISCOVERY INC$718K0.04%+6,262+31.5%
481ASSTSTRIVE INC$714K0.04%+46,533NEW
482FTHIFIRST TR EXCHANGE TRADED FD$713K0.04%+30,900NEW
483SHELSHELL PLC$713K0.04%200−2.5%
484LHXL3HARRIS TECHNOLOGIES INC$709K0.04%63−3.0%
485DXDYNEX CAP INC$705K0.04%+29,540+114.6%
486ASTSAST SPACEMOBILE INC$705K0.04%489−5.5%
487FUTYFIDELITY COVINGTON TRUST$704K0.04%+11,908NEW
488DIVIFRANKLIN TEMPLETON ETF TR$703K0.04%382−2.1%
489CMICUMMINS INC$701K0.04%+211+19.6%
490SPYVSPDR SERIES TRUST$700K0.04%+60+0.5%
491MSDMORGAN STANLEY EMKT DBT FD I$696K0.04%+1,696+1.8%
492DOVDOVER CORP$695K0.04%+1,018+43.7%
493TMOTHERMO FISHER SCIENTIFIC INC$694K0.04%111−7.3%
494BNDVANGUARD BD INDEX FDS$688K0.04%5,763−37.0%
495STIPISHARES TR$684K0.04%+3,134+89.7%
496VHTVANGUARD WORLD FD$684K0.04%894−26.4%
497ROBTFIRST TR EXCHANGE TRADED FD$680K0.04%+1,500+11.5%
498DNPDNP SELECT INCOME FD INC$675K0.04%+5,442+9.0%
499RGTIRIGETTI COMPUTING INC$674K0.04%+14,281+40.4%
500GOVTISHARES TR$669K0.04%+13,627+87.0%

Source: SEC EDGAR · accession 0001728321-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.