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Institutional

OSAIC HOLDINGS, INC.

CIK 0001677044
$68.31B
Reported AUM
7,814
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · OSAIC HOLDINGS, INC. · Q1 2026

AI · grounded in 13F

OSAIC HOLDINGS, INC. increased its position in MGV by 221.95%. The fund also accumulated shares in EDGF by 68.49% and XLE by 27.49%. Conversely, the fund trimmed its holding in SEIE by 93.23% and reduced its position in XLF by 24.07%.

Portfolio · Q1 2026

AAPLNVDAIVVQQQOther$43.11BOI

Top holdings· first 500 of 7814

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%$2.05B3.00%+547,018+7.3%
2NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$1.50B2.20%90,654−1.0%
3IVVISHARES TR$740.91-2.62%24.60%80.03%$1.07B1.57%+37,180+2.3%
4QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$1.07B1.56%+3,624+0.2%
5MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$1.02B1.49%+362,287+15.2%
6SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$842.8M1.23%36,822−2.8%
7VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$841.9M1.23%9,805−0.4%
8AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$768.7M1.13%+88,898+2.5%
9VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$740.0M1.08%65,585−5.0%
10GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$552.6M0.81%+118,974+6.6%
11SPYMSPDR SERIES TRUST$86.81-2.58%24.60%80.04%$546.5M0.80%332,864−4.5%
12BRK/BBERKSHIRE HATHAWAY INC DEL$544.3M0.80%24,329−2.1%
13VUGVANGUARD INDEX FDS$85.93-3.62%22.71%78.84%$535.8M0.78%+197,436+19.2%
14SCHGSCHWAB STRATEGIC TR$33.75-2.99%20.65%83.05%$530.1M0.78%81,051−0.4%
15VTVVANGUARD INDEX FDS$212.02-1.36%25.17%71.24%$503.1M0.74%+196,868+8.3%
16XLKSELECT SECTOR SPDR TR$180.30-6.66%52.15%143.77%$501.1M0.73%+109,759+3.0%
17GOOGALPHABET INC$365.76-0.95%109.82%172.71%$446.1M0.65%+101,562+7.0%
18AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$434.4M0.64%+40,076+2.9%
19VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%18.28%59.52%$420.4M0.62%+66,090+3.5%
20CGDVCAPITAL GROUP DIVIDEND VALUE$47.88-2.35%27.42%97.51%$395.9M0.58%+205,343+2.3%
21METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$393.9M0.58%+16,942+2.5%
22JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$393.0M0.58%+192,199+16.8%
23XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$383.0M0.56%+130,545+6.1%
24SECTNORTHERN LTS FD TR IV$69.45-3.39%25.68%73.54%$373.6M0.55%246,071−3.8%
25GLDSPDR GOLD TR$396.24-3.65%29.84%133.33%$358.7M0.53%18,819−2.2%
26IWFISHARES TR$122.69-3.26%20.87%79.95%$347.0M0.51%+56,491+7.5%
27SCHVSCHWAB STRATEGIC TR$33.52-1.93%26.22%61.88%$343.0M0.50%322,570−2.8%
28VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%26.80%55.20%$318.9M0.47%+118,186+2.4%
29CGGRCAPITAL GROUP GROWTH ETF$45.28-4.09%16.36%75.16%$309.8M0.45%+851,872+12.4%
30JEPIJ P MORGAN EXCHANGE TRADED F$55.52-0.34%8.40%38.11%$307.2M0.45%274,988−4.8%
31RDVYFIRST TR EXCHANGE TRADED FD$75.55-1.82%$301.4M0.44%+500,513+12.8%
32SCHDSCHWAB STRATEGIC TR$32.30-0.89%$293.1M0.43%+355,573+3.9%
33COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$289.7M0.42%+27,203+10.3%
34LLYELI LILLY & CO$1131.420.55%$287.9M0.42%+24,644+8.6%
35SGOVISHARES TR$100.450.03%$271.8M0.40%+109,750+4.2%
36TSLATESLA INC$391.00-6.56%$261.8M0.38%+40,069+6.0%
37BUFRFIRST TR EXCHNG TRADED FD VI$36.15-1.04%$260.7M0.38%+534,455+7.4%
38WMTWALMART INC$118.880.97%$258.8M0.38%+232,469+12.6%
39RSPINVESCO EXCHANGE TRADED FD T$207.83-1.42%$252.9M0.37%20,014−1.5%
40IEMGISHARES INC$78.63-6.40%$249.2M0.36%+523,484+17.2%
41QQQMINVESCO EXCH TRADED FD TR II$290.35-4.78%$239.4M0.35%78,260−7.2%
42VBVANGUARD INDEX FDS$288.20-2.44%$238.0M0.35%+84,443+10.3%
43COWZPACER FDS TR$63.91-1.45%$231.9M0.34%278,838−7.0%
44SPYGSPDR SERIES TRUST$116.55-3.83%$227.3M0.33%102,045−4.2%
45XLVSELECT SECTOR SPDR TR$153.010.61%$226.1M0.33%+205,924+15.4%
46IVWISHARES TR$134.60-3.81%$222.4M0.33%73,267−3.6%
47XLESELECT SECTOR SPDR TR$57.67-1.84%$221.9M0.32%+781,091+27.5%
48BILSPDR SERIES TRUST$91.450.04%$219.8M0.32%+164,926+7.4%
49CVXCHEVRON CORPORATION$187.31-0.55%$216.1M0.32%+144,438+16.1%
50AGGISHARES TR$98.17-0.50%$215.4M0.32%+181,260+9.1%
51PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$212.7M0.31%+10,589+0.7%
52ITOTISHARES TR$161.35-2.71%$211.2M0.31%77,372−5.0%
53VOVANGUARD INDEX FDS$78.53-2.06%$210.6M0.31%7,533−1.0%
54IJHISHARES TR$73.95-2.00%$210.6M0.31%+258,387+9.0%
55FBNDFIDELITY MERRIMACK STR TR$45.29-0.44%$210.2M0.31%283,820−5.8%
56CATCATERPILLAR INC$904.28-3.85%$209.3M0.31%8,000−2.6%
57VVISA INC$323.571.06%$207.8M0.30%+32,506+5.0%
58JEPQJ P MORGAN EXCHANGE TRADED F$58.90-3.01%$207.3M0.30%140,567−3.6%
59VYMVANGUARD WHITEHALL FDS$158.24-1.35%$205.1M0.30%70,244−4.8%
60JNJJOHNSON & JOHNSON$232.772.02%$204.8M0.30%+56,463+7.2%
61SPDWSPDR INDEX SHS FDS$49.33-3.71%$201.2M0.29%177,181−3.9%
62DYNFBLACKROCK ETF TRUST$65.88-2.95%$200.4M0.29%16,671−0.5%
63IEFAISHARES TR$95.56-2.60%$199.8M0.29%+168,915+8.3%
64IJRISHARES TR$137.68-1.84%$197.3M0.29%+35,859+2.3%
65KOCOCA COLA CO$79.483.46%$190.2M0.28%+136,717+5.8%
66XLFSELECT SECTOR SPDR TR$52.300.21%$189.6M0.28%1,217,589−24.1%
67SPHQINVESCO EXCHANGE TRADED FD T$84.95-2.19%$187.7M0.27%7,732−0.3%
68VGTVANGUARD WORLD FD$115.28-6.14%$183.2M0.27%7,333−2.7%
69VXUSVANGUARD STAR FDS$83.03-3.73%$178.0M0.26%+240,379+11.6%
70XLUSELECT SECTOR SPDR TR$44.350.93%$176.0M0.26%+368,977+10.6%
71VBRVANGUARD INDEX FDS$234.32-1.10%$176.0M0.26%+200,249+32.9%
72BNDVANGUARD BD INDEX FDS$72.83-0.45%$173.8M0.25%+206,240+9.6%
73FENIFIDELITY COVINGTON TRUST$39.30-2.72%$166.6M0.24%+112,981+2.6%
74BIVVANGUARD BD INDEX FDS$76.05-0.51%$159.3M0.23%98,677−4.6%
75ABBVABBVIE INC$227.231.02%$158.2M0.23%+4,308+0.6%
76IAUISHARES GOLD TR$81.22-3.63%$157.4M0.23%296,463−14.2%
77SPTISPDR SERIES TRUST$28.18-0.42%$157.2M0.23%+2,093,567+61.7%
78VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%$156.7M0.23%+142,510+5.2%
79BONDPIMCO ETF TR$91.24-0.57%$156.5M0.23%+46,130+2.8%
80AVEMAMERICAN CENTY ETF TR$91.23-6.45%$156.0M0.23%+170,413+9.7%
81QUALISHARES TR$213.14-1.93%$155.1M0.23%59,734−6.9%
82SPYVSPDR SERIES TRUST$60.69-1.12%$154.0M0.23%409,556−13.1%
83IWDISHARES TR$236.42-1.91%$152.4M0.22%+102,074+16.7%
84VONGVANGUARD SCOTTSDALE FDS$126.34-3.25%$151.6M0.22%25,921−1.8%
85TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$151.0M0.22%+104,384+30.5%
86XLCSELECT SECTOR SPDR TR$111.67-1.27%$150.7M0.22%+90,763+7.2%
87AVUVAMERICAN CENTY ETF TR$119.70-1.44%$150.6M0.22%+27,740+2.1%
88IWPISHARES TR$139.23-2.75%$150.1M0.22%17,725−1.5%
89EDGFADVISORS INNER CIRCLE FD II$24.850.12%$149.7M0.22%+2,460,659+68.5%
90IWMISHARES TR$281.65-3.55%$148.5M0.22%+59,061+10.9%
91GLDMWORLD GOLD TR$85.42-3.67%$147.4M0.22%104,903−6.2%
92XLGINVESCO EXCHANGE TRADED FD T$62.21-2.69%$147.2M0.22%139,646−4.9%
93HDHOME DEPOT INC$310.780.27%$147.1M0.22%+48,170+12.1%
94EFAISHARES TR$102.26-2.56%$146.1M0.21%+63,453+4.4%
95IVEISHARES TR$226.54-1.15%$145.1M0.21%54,970−7.4%
96BSVVANGUARD BD INDEX FDS$77.60-0.26%$142.9M0.21%+147,868+8.8%
97XSMOINVESCO EXCHANGE TRADED FD T$86.09-3.00%$142.9M0.21%+150,090+8.7%
98IWYISHARES TR$288.04-3.23%$141.4M0.21%+27,818+5.1%
99JMBSJANUS DETROIT STR TR$44.78-0.53%$141.0M0.21%+37,276+1.2%
100RWLINVESCO EXCH TRADED FD TR II$127.03-0.97%$138.2M0.20%+1,042+0.1%
101GSGOLDMAN SACHS GROUP INC$135.6M0.20%+4,377+2.8%
102WTVWISDOMTREE TR$134.7M0.20%+169,916+13.5%
103VZVERIZON COMMUNICATIONS INC$133.5M0.20%+20,618+0.8%
104JSIJANUS DETROIT STR TR$131.2M0.19%+131,333+5.4%
105PGPROCTER & GAMBLE CO$130.3M0.19%36,681−3.9%
106IUSBISHARES TR$128.1M0.19%200,986−6.8%
107CGGOCAPITAL GROUP GBL GROWTH EQT$126.8M0.19%258,437−6.4%
108BACBANK AMERICA CORP$125.7M0.18%+671,916+35.3%
109JAAAJANUS DETROIT STR TR$124.9M0.18%+38,391+1.6%
110GTOINVESCO ACTIVELY MANAGED EXC$124.6M0.18%44,072−1.6%
111MUMICRON TECHNOLOGY INC$124.0M0.18%+28,031+8.3%
112DGROISHARES TR$122.9M0.18%+110,151+6.7%
113JPSTJ P MORGAN EXCHANGE TRADED F$122.3M0.18%161,733−6.3%
114SMHVANECK ETF TRUST$122.1M0.18%+36,937+13.1%
115GEVGE VERNOVA INC$122.1M0.18%+4,130+3.0%
116VOEVANGUARD INDEX FDS$121.6M0.18%+253,910+62.6%
117HELOJ P MORGAN EXCHANGE TRADED F$120.7M0.18%96,323−4.9%
118TCAFT ROWE PRICE ETF INC$120.2M0.18%4,970−0.1%
119NFLXNETFLIX INC.$118.9M0.17%58,922−4.5%
120RECSCOLUMBIA ETF TR I$118.4M0.17%+263,464+9.5%
121XLISELECT SECTOR SPDR TR$116.7M0.17%+7,126+1.0%
122CSCOCISCO SYS INC$115.4M0.17%+7,236+0.5%
123PMPHILIP MORRIS INTL INC$115.4M0.17%+142,904+25.8%
124MCDMCDONALDS CORP$114.8M0.17%+24,741+7.2%
125SPTMSPDR SERIES TRUST$113.6M0.17%28,234−1.9%
126SPABSPDR SERIES TRUST$111.4M0.16%+205,981+5.0%
127SDVYFIRST TR EXCHANGE TRADED FD$110.9M0.16%+9,427+0.3%
128ITAISHARES TR$109.4M0.16%+78,533+18.6%
129FTCSFIRST TR EXCHANGE-TRADED FD$109.1M0.16%88,781−7.0%
130IYWISHARES TR$108.7M0.16%58,047−8.8%
131XMMOINVESCO EXCHANGE TRADED FD T$108.1M0.16%+151,439+25.5%
132MGKVANGUARD WORLD FD$105.2M0.15%+54,513+23.5%
133EVTRMORGAN STANLEY ETF TRUST$104.7M0.15%+94,348+4.8%
134JCPBJ P MORGAN EXCHANGE TRADED F$104.5M0.15%32,049−1.4%
135VGSHVANGUARD SCOTTSDALE FDS$103.5M0.15%+301,733+20.6%
136BUYWNORTHERN LTS FD TR IV$103.3M0.15%170,624−2.3%
137ETNEATON CORP PLC$102.5M0.15%+21,710+8.2%
138NEENEXTERA ENERGY INC$101.8M0.15%+114,077+11.6%
139PAVEGLOBAL X FDS$101.7M0.15%227,371−10.2%
140IBMINTERNATIONAL BUSINESS MACHS$101.0M0.15%1,229−0.3%
141MGVVANGUARD WORLD FD$100.6M0.15%+478,442+221.9%
142DIASTATE STR SPDR DOW JONES IND$99.9M0.15%15,746−6.8%
143MRKMERCK & CO INC$99.6M0.15%+18,680+2.3%
144MUBISHARES TR$98.4M0.14%+81,428+9.6%
145VEUVANGUARD INTL EQUITY INDEX F$98.0M0.14%+436,141+50.2%
146ORCLORACLE CORP$97.6M0.14%+9,267+1.4%
147TJXTJX COS INC NEW$96.8M0.14%+55,146+10.0%
148AIRRFIRST TR EXCHANGE TRADED FD$96.8M0.14%+174,597+25.0%
149MAMASTERCARD INCORPORATED$96.6M0.14%+111+0.1%
150CGBLCAPITAL GROUP CORE BALANCED$96.6M0.14%+200,101+7.7%
151AMGNAMGEN INC$96.1M0.14%+24,979+10.1%
152RTXRTX CORPORATION$93.0M0.14%12,725−2.6%
153EFVISHARES TR$92.0M0.13%+90,722+7.9%
154SPSMSPDR SERIES TRUST$91.8M0.13%96,096−4.8%
155SPMOINVESCO EXCH TRADED FD TR II$91.4M0.13%192,692−19.1%
156AXPAMERICAN EXPRESS CO$90.7M0.13%+18,785+6.7%
157TBLLINVESCO EXCH TRADED FD TR II$90.4M0.13%+38,765+4.7%
158VONVVANGUARD SCOTTSDALE FDS$90.4M0.13%18,453−1.9%
159VBKVANGUARD INDEX FDS$89.4M0.13%+37,856+14.7%
160DFACDIMENSIONAL ETF TRUST$88.3M0.13%1,345,434−37.2%
161CGICCAPITAL GROUP INTERNATIONAL$88.2M0.13%+294,816+12.4%
162LMTLOCKHEED MARTIN CORP$88.0M0.13%+7,374+5.3%
163TAT&T INC$88.0M0.13%+154,734+5.4%
164FVDFIRST TR EXCHANGE-TRADED FD$87.4M0.13%758,555−29.0%
165AMDADVANCED MICRO DEVICES INC$86.0M0.13%4,620−1.1%
166USFRWISDOMTREE TR$86.0M0.13%+63,810+3.9%
167SOXXISHARES TR$85.9M0.13%+34,737+15.3%
168SCHXSCHWAB STRATEGIC TR$85.2M0.12%+524,003+18.7%
169UNHUNITEDHEALTH GROUP INC$84.3M0.12%+8,392+2.8%
170BNDXVANGUARD CHARLOTTE FDS$84.3M0.12%+287,019+19.6%
171IXUSISHARES TR$83.6M0.12%+195,783+25.4%
172BALTINNOVATOR ETFS TRUST$82.4M0.12%+22,242+0.9%
173AMATAPPLIED MATLS INC$81.3M0.12%13,905−5.5%
174CGUSCAPITAL GROUP CORE EQUITY ET$80.9M0.12%50,503−2.3%
175SHYISHARES TR$80.7M0.12%+150,986+18.3%
176VTEBVANGUARD MUN BD FDS$80.3M0.12%350,512−17.9%
177PULSPGIM ETF TR$80.1M0.12%+221,293+15.8%
178SPMDSPDR SERIES TRUST$80.1M0.12%179,068−11.7%
179CCITIGROUP INC$79.9M0.12%+237,499+50.9%
180FDVVFIDELITY COVINGTON TRUST$79.0M0.12%21,426−1.5%
181PEPPEPSICO INC$78.5M0.11%+30,527+6.4%
182BINCBLACKROCK ETF TRUST II$78.1M0.11%+187,518+14.2%
183MTUMISHARES TR$78.0M0.11%17,340−5.1%
184SCHFSCHWAB STRATEGIC TR$77.8M0.11%+463,238+17.3%
185MOALTRIA GROUP INC$77.2M0.11%6,478−0.6%
186GEGE AEROSPACE$77.1M0.11%29,799−9.9%
187SLVISHARES SILVER TR$76.8M0.11%331,427−22.7%
188VOOGVANGUARD ADMIRAL FDS INC$76.4M0.11%8,811−4.5%
189VCITVANGUARD SCOTTSDALE FDS$76.3M0.11%+52,971+6.1%
190USMVISHARES TR$76.0M0.11%155,992−16.0%
191JPIEJ P MORGAN EXCHANGE TRADED F$75.7M0.11%+163,464+11.0%
192FDLFIRST TR EXCHANGE-TRADED FD$75.7M0.11%7,772−0.5%
193JIVEJ P MORGAN EXCHANGE TRADED F$75.6M0.11%+159,400+22.0%
194SDYSPDR SERIES TRUST$75.1M0.11%+37,435+7.8%
195DUKDUKE ENERGY CORP NEW$74.8M0.11%+128,383+29.0%
196IWBISHARES TR$73.7M0.11%+21,440+11.6%
197DVYISHARES TR$73.5M0.11%+103,756+27.2%
198CGMSCAPITAL GRP FIXED INCM ETF T$73.2M0.11%+241,541+9.9%
199SPTSSPDR SERIES TRUST$73.0M0.11%+1,314,054+110.8%
200XLPSELECT SECTOR SPDR TR$72.9M0.11%224,939−20.2%
201IWRISHARES TR$72.5M0.11%+56,521+8.2%
202ANETARISTA NETWORKS INC$72.4M0.11%63,202−9.7%
203TLTISHARES TR$72.0M0.11%22,050−2.6%
204VCSHVANGUARD SCOTTSDALE FDS$71.9M0.11%+84,667+10.3%
205FMDEFIDELITY COVINGTON TRUST$71.2M0.10%+110,370+5.9%
206BABOEING CO$71.1M0.10%+62,774+21.3%
207SPIBSPDR SERIES TRUST$70.2M0.10%88,519−4.1%
208VXFVANGUARD INDEX FDS$70.1M0.10%8,979−2.6%
209VHTVANGUARD WORLD FD$69.7M0.10%4,877−1.9%
210TOTLSSGA ACTIVE ETF TR$69.5M0.10%41,204−2.3%
211CGCPCAPITAL GRP FIXED INCM ETF T$68.8M0.10%+416,584+15.6%
212FTSMFIRST TR EXCHANGE-TRADED FD$68.7M0.10%+67,773+6.3%
213SPTLSPDR SERIES TRUST$67.9M0.10%177,146−6.4%
214CRWDCROWDSTRIKE HLDGS INC$67.6M0.10%9,989−5.5%
215PFEPFIZER INC$66.7M0.10%+327,529+16.0%
216XLYSELECT SECTOR SPDR TR$66.6M0.10%138,272−18.5%
217GOVTISHARES TR$64.5M0.09%+559,230+24.8%
218BUFDFIRST TR EXCHNG TRADED FD VI$64.5M0.09%+67,309+3.0%
219PYLDPIMCO ETF TR$64.3M0.09%+568,550+30.1%
220ABTABBOTT LABORATORIES$64.2M0.09%+167,706+36.6%
221LQDISHARES TR$64.1M0.09%36,978−5.9%
222VVVANGUARD INDEX FDS$64.1M0.09%22,899−9.6%
223CGMUCAPITAL GRP FIXED INCM ETF T$63.0M0.09%+103,959+4.7%
224VPUVANGUARD WORLD FD$62.8M0.09%+86,084+37.3%
225SPEMSPDR INDEX SHS FDS$62.6M0.09%+108,137+8.8%
226COPCONOCOPHILLIPS$62.3M0.09%+59,707+14.5%
227MOATVANECK ETF TRUST$61.8M0.09%+55,345+9.5%
228IGROISHARES TR$61.6M0.09%+22,103+3.1%
229VOOVVANGUARD ADMIRAL FDS INC$61.2M0.09%21,758−6.8%
230JGROJ P MORGAN EXCHANGE TRADED F$61.0M0.09%45,852−6.0%
231PJANINNOVATOR ETFS TRUST$60.6M0.09%+429,328+48.5%
232EEMISHARES TR$60.6M0.09%+189,581+21.6%
233PANWPALO ALTO NETWORKS INC$60.2M0.09%79,276−17.4%
234PHPARKER-HANNIFIN CORP$60.2M0.09%6,397−8.7%
235BILSSPDR SERIES TRUST$60.1M0.09%4,700−0.8%
236UBERUBER TECHNOLOGIES INC$58.8M0.09%114,660−12.3%
237IUSGISHARES TR$58.8M0.09%19,656−4.9%
238GSYINVESCO ACTIVELY MANAGED EXC$58.7M0.09%+650,495+125.1%
239KBWBINVESCO EXCH TRADED FD TR II$58.4M0.09%+15,416+2.1%
240HONHONEYWELL INTL INC$58.3M0.09%+41,011+18.9%
241SHLDGLOBAL X FDS$58.2M0.09%+132,101+19.2%
242IEIISHARES TR$58.1M0.08%+193,103+65.2%
243EFGISHARES TR$57.9M0.08%+222,366+74.8%
244DISDISNEY WALT CO$57.5M0.08%+44,661+8.1%
245EPDENTERPRISE PRODS PARTNERS L$57.4M0.08%+71,043+4.9%
246DIVOAMPLIFY ETF TR$57.0M0.08%+331,828+35.4%
247VRTVERTIV HOLDINGS CO$56.5M0.08%+10,799+5.0%
248FTECFIDELITY COVINGTON TRUST$56.1M0.08%29,902−10.0%
249NOCNORTHROP GRUMMAN CORP$56.0M0.08%+18,816+29.7%
250RDVIFIRST TR EXCHANGE-TRADED FD$55.7M0.08%+87,573+4.2%
251DEDEERE & CO$55.4M0.08%+6,396+7.0%
252VNQVANGUARD INDEX FDS$55.3M0.08%+37,312+6.4%
253ETENERGY TRANSFER L P$54.9M0.08%10,071−0.4%
254HCAHCA HEALTHCARE INC$54.4M0.08%+34,464+42.8%
255WELLWELLTOWER INC$54.4M0.08%+16,355+6.3%
256DELLDELL TECHNOLOGIES INC$54.3M0.08%127,758−27.9%
257CGCBCAPITAL GRP FIXED INCM ETF T$54.3M0.08%62,195−2.9%
258QCOMQUALCOMM INC$54.0M0.08%+31,254+8.1%
259SHOPSHOPIFY INC$53.9M0.08%25,582−5.3%
260XLBSELECT SECTOR SPDR TR$53.8M0.08%+846,328+366.3%
261ASMLASML HLDG NV$53.6M0.08%+6,472+19.0%
262SCHASCHWAB STRATEGIC TR$53.5M0.08%+270,978+17.2%
263JQUAJ P MORGAN EXCHANGE TRADED F$53.4M0.08%140,787−13.9%
264FJPFIRST TR EXCH TRD ALPHDX FD$53.4M0.08%+297+0.0%
265EQWLINVESCO EXCHANGE TRADED FD T$53.3M0.08%+170,124+58.3%
266SOSOUTHERN CO$53.1M0.08%11,258−2.0%
267HEFAISHARES TR$53.1M0.08%109,116−8.0%
268MINTPIMCO ETF TR$53.1M0.08%+59,514+12.7%
269LRCXLAM RESEARCH CORP$53.0M0.08%42,438−14.6%
270BAIBLACKROCK ETF TRUST$52.8M0.08%+540,311+50.9%
271IUSVISHARES TR$52.5M0.08%+10,726+2.1%
272DGRWWISDOMTREE TR$52.5M0.08%58,573−8.9%
273JIREJ P MORGAN EXCHANGE TRADED F$52.4M0.08%+62,869+10.0%
274FESMFIDELITY COVINGTON TRUST$50.9M0.07%+552,279+70.2%
275TFLOISHARES TR$50.5M0.07%+29,864+3.1%
276HDVISHARES TR$50.2M0.07%7,505−2.0%
277LOWLOWES COS INC$50.2M0.07%+3,406+1.6%
278BMYBRISTOL-MYERS SQUIBB CO$50.2M0.07%+35,779+4.5%
279PNCPNC FINL SVCS GROUP INC$49.9M0.07%+13,234+5.8%
280ADIANALOG DEVICES INC$49.8M0.07%4,417−2.7%
281CGMMCAPITAL GROUP EQUITY ETF TR$49.5M0.07%+150,842+9.8%
282BUFZFIRST TR EXCHNG TRADED FD VI$49.3M0.07%+125,415+7.2%
283JMUBJ P MORGAN EXCHANGE TRADED F$48.8M0.07%+80,138+8.9%
284DBEFDBX ETF TR$48.8M0.07%62,211−5.9%
285BLVVANGUARD BD INDEX FDS$48.7M0.07%10,064−1.4%
286MBBISHARES TR$48.7M0.07%+15,343+3.1%
287TIPISHARES TR$48.4M0.07%+86,958+24.7%
288LVHILEGG MASON ETF INVT$48.1M0.07%60,805−4.9%
289CRMSALESFORCE INC$48.0M0.07%14,613−5.4%
290BXBLACKSTONE INC$48.0M0.07%+20,279+5.1%
291MBSANGEL OAK FUNDS TRUST$47.5M0.07%1,525,943−21.8%
292VOTVANGUARD INDEX FDS$47.5M0.07%+26,010+16.4%
293WMWASTE MGMT INC DEL$47.2M0.07%+29,607+16.9%
294FNDFSCHWAB STRATEGIC TR$47.1M0.07%375,767−28.1%
295CBCHUBB LTD SWITZ$46.9M0.07%+50,794+54.6%
296PSFFPACER FDS TR$46.9M0.07%12,784−0.9%
297MDYSTATE STR SPDR S&P MIDCAP 40$46.9M0.07%14,037−15.6%
298UCONFIRST TR EXCHNG TRADED FD VI$46.8M0.07%138,917−6.8%
299NOBLPROSHARES TR$46.8M0.07%23,879−5.1%
300GDXVANECK ETF TRUST$46.7M0.07%109,968−17.8%
301WMT2WELLS FARGO & CO$46.5M0.07%+69,637+13.5%
302LINLINDE PLC$46.5M0.07%+2,630+2.9%
303VTIPVANGUARD MALVERN FDS$46.5M0.07%+22,131+2.4%
304CGXUCAPITAL GROUP INTL FOCUS EQT$46.1M0.07%423,637−21.3%
305VYMIVANGUARD WHITEHALL FDS$46.0M0.07%+93,554+23.7%
306FEGERBB FUND TRUST$45.8M0.07%+249,289+34.4%
307DLNWISDOMTREE TR$45.7M0.07%+7,440+1.5%
308DFAIDIMENSIONAL ETF TRUST$45.7M0.07%+146,417+14.3%
309CIBRFIRST TR EXCHANGE-TRADED FD$45.5M0.07%117,993−14.0%
310SPBOSPDR SERIES TRUST$45.5M0.07%+25,296+1.6%
311UNPUNION PAC CORP$45.5M0.07%+31,463+20.2%
312PFEBINNOVATOR ETFS TRUST$45.5M0.07%58,819−4.9%
313AMLPALPS ETF TR$45.4M0.07%5,596−0.6%
314CVSCVS HEALTH CORP$45.3M0.07%+344,380+120.0%
315DMBSDOUBLELINE ETF TRUST$45.2M0.07%+134,660+17.2%
316AKREPROFESIONALLY MANAGED PORTFO$45.0M0.07%394,240−31.7%
317UTESETFIS SER TR I$44.9M0.07%+34,501+6.5%
318UBNDVICTORY PORTFOLIOS II$44.7M0.07%+89,813+4.6%
319TPLTEXAS PACIFIC LAND CORPORATI$44.7M0.07%1,942−2.0%
320FLGVFRANKLIN TEMPLETON ETF TR$44.5M0.07%+120,563+5.9%
321SPSBSPDR SERIES TRUST$44.4M0.06%66,188−4.3%
322PPAINVESCO EXCHANGE TRADED FD T$44.2M0.06%+44,514+20.0%
323MDTMEDTRONIC PLC$44.1M0.06%+23,303+4.8%
324BLKBLACKROCK INC$43.9M0.06%+3,978+9.6%
325ISRGINTUITIVE SURGICAL INC$43.8M0.06%+3,368+3.7%
326GLWCORNING INC$43.8M0.06%+17,741+5.8%
327OEFISHARES TR$43.7M0.06%55,314−28.7%
328FVFIRST TR EXCHANGE TRADED FD$43.6M0.06%50,252−6.5%
329SYKSTRYKER CORPORATION$43.5M0.06%+7,005+5.6%
330CGDGCAPITAL GROUP DIVIDEND GROWE$43.2M0.06%+194,073+19.2%
331EWJISHARES INC$43.1M0.06%+49,851+10.8%
332SPLVINVESCO EXCH TRADED FD TR II$42.9M0.06%+60,115+11.4%
333GDGENERAL DYNAMICS CORP$42.9M0.06%4,926−3.8%
334ALLALLSTATE CORP$42.7M0.06%+9,495+4.8%
335SCHWSCHWAB CHARLES CORP$42.6M0.06%+53,641+13.4%
336TMOTHERMO FISHER SCIENTIFIC INC$42.5M0.06%+1,883+2.2%
337UYLDANGEL OAK FUNDS TRUST$42.4M0.06%+26,721+3.3%
338ZALTINNOVATOR ETFS TRUST$42.3M0.06%156,964−10.7%
339PTLCPACER FDS TR$42.1M0.06%306,606−27.6%
340HWMHOWMET AEROSPACE INC$41.6M0.06%5,574−3.0%
341VDEVANGUARD WORLD FD$40.9M0.06%+12,575+5.6%
342USHYISHARES TR$40.8M0.06%37,643−3.3%
343IAGGISHARES TR$40.6M0.06%+56,359+7.5%
344IEFISHARES TR$40.3M0.06%395,136−48.3%
345VMBSVANGUARD SCOTTSDALE FDS$40.3M0.06%+86,039+11.1%
346GRIDFIRST TR EXCHANGE-TRADED FD$40.3M0.06%+46,293+23.2%
347EZUISHARES INC$39.9M0.06%+14,296+2.3%
348SBUXSTARBUCKS CORP$39.8M0.06%7,127−1.6%
349FMBFIRST TR EXCH TRADED FD III$39.8M0.06%12,316−1.5%
350FPEFIRST TR EXCH TRADED FD III$39.8M0.06%+100,625+4.7%
351PSXPHILLIPS 66$39.4M0.06%+577+0.3%
352FLOTISHARES TR$39.1M0.06%2,054−0.3%
353VGITVANGUARD SCOTTSDALE FDS$38.8M0.06%+59,684+10.1%
354QGROAMERICAN CENTY ETF TR$38.7M0.06%+8,544+2.4%
355XMHQINVESCO EXCHANGE TRADED FD T$38.5M0.06%54,649−12.8%
356MSMORGAN STANLEY$38.3M0.06%+18,170+8.5%
357IMCGISHARES TR$38.2M0.06%+11,873+2.5%
358SPEUSPDR INDEX SHS FDS$37.5M0.05%+127,452+21.1%
359TLHISHARES TR$37.3M0.05%+37,243+11.2%
360CMICUMMINS INC$37.2M0.05%+38,297+124.4%
361NOWSERVICENOW INC$36.9M0.05%+16,948+5.0%
362JMSTJ P MORGAN EXCHANGE TRADED F$36.7M0.05%+63,325+9.6%
363IWVISHARES TR$36.7M0.05%+293+0.3%
364XARSPDR SERIES TRUST$36.6M0.05%24,699−14.6%
365EDGHADVISORS INNER CIRCLE FD II$36.5M0.05%276,811−20.6%
366MLMMARTIN MARIETTA MATLS INC$36.5M0.05%207−0.3%
367INTCINTEL CORP$36.5M0.05%30,540−3.6%
368IJTISHARES TR$36.4M0.05%+92,849+58.5%
369VRIGINVESCO ACTIVELY MANAGED EXC$36.3M0.05%+362,680+33.4%
370FNDXSCHWAB STRATEGIC TR$36.2M0.05%757,427−36.8%
371IGSBISHARES TR$36.2M0.05%193,169−21.9%
372VDCVANGUARD WORLD FD$36.2M0.05%+16,898+11.7%
373ORLYOREILLY AUTOMOTIVE INC$36.2M0.05%14,404−3.5%
374PFFISHARES TR$36.1M0.05%65,827−5.2%
375RSPTINVESCO EXCHANGE TRADED FD T$35.9M0.05%+22,090+2.9%
376BSCQINVESCO EXCH TRD SLF IDX FD$35.8M0.05%+28,630+1.6%
377ECLECOLAB INC$35.8M0.05%927−0.7%
378GILDGILEAD SCIENCES INC$35.5M0.05%+12,409+5.1%
379STRLSTERLING INFRASTRUCTURE INC$35.3M0.05%3,720−4.1%
380IQLTISHARES TR$35.2M0.05%53,565−6.6%
381IDMOINVESCO EXCH TRADED FD TR II$34.9M0.05%+108,885+20.6%
382MCKMCKESSON CORP$34.9M0.05%2,082−4.9%
383GCOWPACER FDS TR$34.6M0.05%+81,592+12.2%
384QYLDGLOBAL X FDS$34.6M0.05%357,848−15.1%
385LMBSFIRST TR EXCHANGE-TRADED FD$34.5M0.05%+19,562+2.9%
386IDEVISHARES TR$33.8M0.05%7,456−1.8%
387PAUGINNOVATOR ETFS TRUST$33.8M0.05%624,280−44.1%
388WMBWILLIAMS COS INC$33.8M0.05%9,875−2.1%
389VTVANGUARD INTL EQUITY INDEX F$33.7M0.05%1,169−0.5%
390QUREQUANTA SVCS INC$33.7M0.05%+1,829+3.1%
391BBUSJ P MORGAN EXCHANGE TRADED F$33.6M0.05%+33,468+13.2%
392FELCFIDELITY COVINGTON TRUST$33.4M0.05%378,460−29.1%
393APHAMPHENOL CORP$33.4M0.05%+18,162+7.4%
394MMM3M CO$33.4M0.05%1,996−0.9%
395BUFQFIRST TR EXCHNG TRADED FD VI$33.3M0.05%48,188−4.9%
396LGLVSPDR SERIES TRUST$33.2M0.05%6,453−3.3%
397VFLOVICTORY PORTFOLIOS II$33.1M0.05%+24,939+3.1%
398FIXDFIRST TR EXCHNG TRADED FD VI$33.1M0.05%82,244−9.8%
399TDIVFIRST TR EXCHANGE TRADED FD$33.1M0.05%45,631−11.4%
400IJSISHARES TR$32.9M0.05%+119,919+76.2%
401ARCCARES CAPITAL CORP$32.8M0.05%753,741−29.3%
402CMECME GROUP INC$32.8M0.05%1,935−1.7%
403XYLDGLOBAL X FDS$32.7M0.05%101,673−10.8%
404PSLVSPROTT ASSET MANAGEMENT LP$32.7M0.05%182,409−12.0%
405COFCAPITAL ONE FINL CORP$32.6M0.05%9,910−5.3%
406JPEFJ P MORGAN EXCHANGE TRADED F$32.4M0.05%68,221−13.1%
407JEMBJANUS DETROIT STR TR$32.4M0.05%+617,025NEW
408DFASDIMENSIONAL ETF TRUST$32.2M0.05%+29,586+7.0%
409HYGISHARES TR$32.2M0.05%33,818−7.7%
410MARMARRIOTT INTL INC NEW$32.1M0.05%+39,426+67.1%
411THROBLACKROCK ETF TRUST$31.9M0.05%+79,910+10.0%
412UPSUNITED PARCEL SVCS INC$31.8M0.05%+281+0.1%
413FLGBFRANKLIN TEMPLETON ETF TR$31.5M0.05%+13,163+1.5%
414PRFINVESCO EXCHANGE TRADED FD T$31.3M0.05%+62,592+10.5%
415FDNFIRST TR EXCHANGE-TRADED FD$31.3M0.05%+20,084+17.7%
416EUFNISHARES TR$31.2M0.05%+21,610+2.5%
417TGTTARGET CORP$31.1M0.05%+26,587+11.6%
418SHVISHARES TR$31.1M0.05%+19,604+7.5%
419ISCGISHARES TR$31.1M0.05%50,023−8.1%
420AAAUGOLDMAN SACHS PHYSICAL GOLD$31.0M0.05%26,450−3.8%
421VFHVANGUARD WORLD FD$31.0M0.05%67,049−20.7%
422CGSDCAPITAL GRP FIXED INCM ETF T$30.8M0.05%62,689−5.0%
423EOGEOG RES INC$30.8M0.05%+20,947+10.9%
424MPCMARATHON PETE CORP$30.7M0.04%+2,568+2.1%
425COWGPACER FDS TR$30.5M0.04%99,238−9.9%
426PMARINNOVATOR ETFS TRUST$30.4M0.04%31,443−4.4%
427CALFPACER FDS TR$30.3M0.04%81,017−10.7%
428SPHYSPDR SERIES TRUST$29.8M0.04%+216,167+20.4%
429BABAALIBABA GROUP HLDG LTD$29.8M0.04%+1,410+0.6%
430OAKMHARRIS OAKMARK ETF TRUST$29.6M0.04%+1,044,015+3457.7%
431IWSISHARES TR$29.6M0.04%+41,588+25.8%
432IWOISHARES TR$29.6M0.04%48,578−34.0%
433MRVLMARVELL TECHNOLOGY INC$29.5M0.04%+16,605+5.9%
434SHWSHERWIN WILLIAMS CO$29.5M0.04%+25,632+38.6%
435CGGECAPITAL GROUP GLOBAL EQUITY$29.5M0.04%+357,952+58.8%
436BRK/ABERKSHIRE HATHAWAY INC DEL$29.4M0.04%2−2.7%
437JAVAJ P MORGAN EXCHANGE TRADED F$29.4M0.04%27,736−6.3%
438ACWXISHARES TR$29.3M0.04%+184,336+75.5%
439POCTINNOVATOR ETFS TRUST$29.3M0.04%116,035−14.6%
440CEGCONSTELLATION ENERGY CORP$29.3M0.04%2,569−2.4%
441EMXCISHARES INC$29.0M0.04%161,427−30.4%
442AEPAMERICAN ELEC PWR CO INC$29.0M0.04%+9,522+4.5%
443PHYSSPROTT ASSET MANAGEMENT LP$28.9M0.04%261,087−24.3%
444VIOOVANGUARD ADMIRAL FDS INC$28.9M0.04%11,527−4.4%
445CWCURTISS WRIGHT CORP$28.9M0.04%7,150−14.4%
446MSIMOTOROLA SOLUTIONS INC$28.8M0.04%+10,882+19.6%
447OREALTY INCOME CORP$28.8M0.04%51,815−9.9%
448NEARISHARES U S ETF TR$28.7M0.04%+236,070+71.9%
449EMREMERSON ELEC CO$28.5M0.04%17,866−7.6%
450VPLSVANGUARD MALVERN FDS$28.5M0.04%+306,983+506.7%
451APPAPPLOVIN CORP$28.5M0.04%10,112−12.4%
452FUTYFIDELITY COVINGTON TRUST$28.3M0.04%233,428−32.8%
453RWJINVESCO EXCH TRADED FD TR II$28.1M0.04%2,025−0.4%
454BTIBRITISH AMERN TOB PLC$28.1M0.04%45,780−8.7%
455JMEEJ P MORGAN EXCHANGE TRADED F$27.8M0.04%10,594−2.5%
456ENBENBRIDGE INC$27.7M0.04%181−0.0%
457MGNRAMERICAN BEACON SELECT FUNDS$27.6M0.04%+310,980+138.8%
458ICFISHARES TR$27.6M0.04%+133,317+42.7%
459SLYGSPDR SERIES TRUST$27.5M0.04%+7,925+2.9%
460WECWEC ENERGY GROUP INC$27.5M0.04%8,218−3.3%
461GSLCGOLDMAN SACHS ETF TR$27.5M0.04%26,397−10.7%
462TMUST-MOBILE US INC$27.5M0.04%+9,273+7.6%
463DFSVDIMENSIONAL ETF TRUST$27.4M0.04%183,048−19.0%
464JHMMJOHN HANCOCK EXCHANGE TRADED$27.2M0.04%+210,978+108.2%
465SCHZSCHWAB STRATEGIC TR$27.1M0.04%+89,893+8.3%
466BSCTINVESCO EXCH TRD SLF IDX FD$27.1M0.04%+403,941+38.5%
467PLDPROLOGIS INC.$27.1M0.04%+18,039+9.7%
468DFAUDIMENSIONAL ETF TRUST$27.1M0.04%+14,837+2.5%
469PDIPIMCO DYNAMIC INCOME FD$27.0M0.04%+143,827+10.0%
470ACNACCENTURE PLC IRELAND$27.0M0.04%20,537−13.1%
471QTECFIRST TR EXCHANGE-TRADED FD$27.0M0.04%9,477−7.0%
472IVLUISHARES TR$26.9M0.04%+143,405+26.8%
473BKBANK NEW YORK MELLON CORP$26.8M0.04%20,033−8.1%
474HIGHARTFORD INSURANCE GROUP INC$26.8M0.04%+135,223+216.0%
475IDVISHARES TR$26.6M0.04%+49,296+8.6%
476STIPISHARES TR$26.5M0.04%+36,833+16.8%
477AVUSAMERICAN CENTY ETF TR$26.4M0.04%+25,597+12.1%
478LRGFISHARES TR$26.4M0.04%153,841−27.8%
479BBINJ P MORGAN EXCHANGE TRADED F$26.3M0.04%131,827−26.8%
480CMCSACOMCAST CORP NEW$26.1M0.04%+31,017+3.5%
481KLACKLA CORP$26.0M0.04%3,728−17.5%
482IUSINVESCO EXCH TRD SLF IDX FD$26.0M0.04%45,768−9.3%
483DALDELTA AIR LINES INC$25.9M0.04%+92,436+31.2%
484NVSNOVARTIS AG$25.8M0.04%+2,288+1.4%
485IGMISHARES TR$25.8M0.04%+7,017+3.3%
486HLTHILTON WORLDWIDE HLDGS INC$25.8M0.04%+56,556+200.8%
487BSCRINVESCO EXCH TRD SLF IDX FD$25.7M0.04%+106,821+8.9%
488FDXFEDEX CORP$25.7M0.04%4,603−6.0%
489FIXCOMFORT SYS USA INC$25.6M0.04%8,816−32.2%
490FNDESCHWAB STRATEGIC TR$25.5M0.04%419,860−38.7%
491FTCBFIRST TR EXCHANGE-TRADED FD$25.5M0.04%+103,217+9.3%
492PDECINNOVATOR ETFS TRUST$25.5M0.04%187,803−23.9%
493VSTVISTRA CORP$25.2M0.04%2,326−1.4%
494IOOISHARES TR$25.2M0.04%+9,156+4.6%
495NLRVANECK ETF TRUST$25.0M0.04%+20,994+12.6%
496JBNDJ P MORGAN EXCHANGE TRADED F$24.9M0.04%+116,165+33.4%
497USBUS BANCORP$24.9M0.04%18,967−3.8%
498XOPSPDR SERIES TRUST$24.8M0.04%+105,385+337.1%
499IWNISHARES TR$24.7M0.04%+9,389+7.8%
500BSXBOSTON SCIENTIFIC CORP$24.7M0.04%35,170−8.2%

Source: SEC EDGAR · accession 0001677044-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.