Yellowbrick Investing

13F Stats

Interesting stats about the 13F Filings from the most recently reported quarter.

PREMIUM

Top Funds Most Added (by net shares purchased)

Upgrade to Yellowbrick Premium to see this data.

Most Added (by net shares purchased)

Ticker	Current Return	Total Shares Added	Total Shares Decreased	Net Shares Changed	Num Funds Adding	Num Funds Decreasing	Net Num Funds Adding
NFLX - Netflix, Inc.	+0.59%	2.3B	-24.3M	2.2B	1225	412	813
SPDW - SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF	+3.45%	898.5M	-8.6M	889.9M	267	162	105
GOOGL - Alphabet Inc.		1.0B	-264.0M	758.1M	3007	2978	29
NVDA - NVIDIA Corporation	-1.80%	1.2B	-600.7M	590.8M	2705	2282	423
ITOT - iShares Trust - iShares Core S&P Total U.S. Stock Market ETF	-2.25%	541.2M	-7.0M	534.2M	291	245	46
AMZN - Amazon.com, Inc.	-9.22%	675.7M	-214.8M	460.9M	3082	1941	1141
AAPL - Apple Inc.	-5.83%	629.2M	-238.4M	390.9M	2598	2902	-304
BN - Banta Corporation		407.1M	-20.2M	386.9M	185	22	163
XNTK - SPDR Series Trust - State Street SPDR NYSE Technology ETF	-4.57%	388.2M	-1.3M	386.9M	11	8	3
MU - Micron Technology, Inc.	+42.02%	422.4M	-54.3M	368.2M	541	308	233
MDLN - Moduline International Inc		365.0M	0.00	365.0M	28	0	28
EFV - iShares Trust - iShares MSCI EAFE Value ETF	+2.74%	335.9M	-37.3M	298.6M	203	204	-1
LRCX - Lam Research Corporation	+22.53%	344.9M	-50.0M	294.9M	359	327	32
INTC - Intel Corporation	+22.63%	446.8M	-160.8M	286.0M	148	176	-28
TTE - TotalEnergies SE		255.9M	-332.4K	255.6M	95	2	93
COPX - Global X Funds - Global X Copper Miners ETF	+11.07%	225.9M	-1.4M	224.5M	29	14	15
NOKIA - Nokia Oyj	+26.26%	231.6M	-21.0M	210.6M	21	10	11
IDEV - Endo Pharmaceuticals Solutions Inc.		219.0M	-9.4M	209.6M	126	70	56
META - Meta Platforms, Inc.	-3.32%	320.4M	-111.3M	209.1M	2183	1486	697
JBS - JBS N.V.	+4.79%	222.5M	-20.2M	202.3M	19	13	6
UBS - MedImmune Oncology Inc.		217.2M	-28.2M	189.0M	47	39	8
SLV - Silverado Foods, Inc.		235.5M	-46.8M	188.7M	222	132	90
AMD - Advanced Micro Devices, Inc.	-7.67%	253.0M	-69.7M	183.3M	564	449	115
KO - The Coca-Cola Company	+11.01%	235.5M	-53.7M	181.8M	475	400	75
FNDF - Schwab Strategic Trust - Schwab Fundamental International Equity ETF	+7.10%	179.5M	-2.1M	177.4M	129	66	63
AIG - American International Group, Inc.		203.7M	-28.1M	175.6M	514	210	304
XLF - The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF	-10.85%	222.7M	-50.2M	172.6M	310	228	82
NEE - NextEra Energy, Inc.	+15.04%	198.3M	-28.7M	169.6M	344	291	53
CMCSA - Comcast Corporation	+8.97%	247.6M	-84.0M	163.5M	140	153	-13
CSCO - Cisco Systems, Inc.	+1.46%	263.6M	-111.2M	152.4M	649	629	20
VYM - Delaware Investments Minnesota Municipal Income Fund III		155.1M	-2.8M	152.3M	395	244	151
IUSV - iShares Trust - iShares Core S&P U.S. Value ETF	+0.01%	148.9M	-2.4M	146.5M	96	72	24
ALH - Alliance Laundry Holdings Inc.	-6.34%	143.1M	0.00	143.1M	9	0	9
AVGO - Broadcom Inc.		252.7M	-115.5M	137.2M	1653	1484	169
BRK.A - Berkshire Hathaway Inc.	-2.14%	171.2M	-34.2M	136.9M	1597	1526	71
JNJ - Johnson & Johnson	+17.58%	184.9M	-51.7M	133.2M	1136	1138	-2
XOM - Exxon Mobil Corporation	+28.43%	199.0M	-66.9M	132.0M	1253	905	348
AMAT - Applied Materials, Inc.	+31.40%	177.3M	-45.3M	132.0M	375	343	32
WMT - Walmart Inc.	+12.49%	237.7M	-106.2M	131.5M	1101	958	143
BAC - BankAmerica Corp.		402.5M	-284.7M	117.8M	618	587	31
APH - Amphenol Corporation	-2.72%	192.1M	-74.4M	117.7M	215	295	-80
XLK - The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF	-4.26%	117.0M	-1.7M	115.3M	851	67	784
NAVN - Navan, Inc.	-48.01%	111.7M	0.00	111.7M	11	0	11
BOTZ - Global X Funds - Global X Robotics & Artificial Intelligence ETF	-1.77%	111.4M	-98.7K	111.3M	18	12	6
WRK - WestRock Company		123.2M	-12.8M	110.4M	85	29	56
FSEC - Fidelity Merrimack Street Trust - Fidelity Investment Grade Securitized ETF	+0.57%	105.5M	0.00	105.5M	2	0	2
HAL - Halliburton Company	+23.88%	156.8M	-51.8M	105.0M	36	37	-1
SPYD - SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF	+5.97%	105.7M	-1.1M	104.7M	27	27	0
JPST - JPS Industries, Inc.		116.9M	-14.4M	102.5M	342	186	156
NXUS - Nushares ETF Trust - Nuveen International Aggregate Bond ETF	-0.08%	101.4M	0.00	101.4M	2	0	2
FCX - Freeport-McMoRan Inc.		122.3M	-22.1M	100.2M	149	78	71
PLTR - Palantir Technologies Inc.	-13.64%	148.7M	-49.7M	99.0M	612	546	66
PRMB - Primo Brands Corporation	+28.23%	147.9M	-52.2M	95.7M	31	21	10
XXI - Twenty One Capital, Inc.	-23.40%	95.5M	0.00	95.5M	6	0	6
XLE - The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF	+28.63%	108.6M	-14.6M	94.0M	382	56	326
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF	+4.09%	133.4M	-40.7M	92.7M	630	283	347
GLD - Santa Fe Pacific Gold Corporation		130.8M	-39.5M	91.4M	663	580	83
AERO - Aerogrow International, Inc.		89.7M	0.00	89.7M	23	0	23
NG - NovaGold Resources Inc.	+20.60%	95.8M	-7.4M	88.4M	5	5	0
MA - Mastercard Incorporated	-12.76%	112.4M	-26.0M	86.4M	780	766	14
CRM.A - Corimon C.A.		132.5M	-46.2M	86.2M	481	444	37
VEA - Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF	+3.36%	196.2M	-111.5M	84.7M	947	454	493
ITUB4 - Itaú Unibanco Holding S.A.	+13.25%	99.0M	-17.9M	81.1M	22	14	8
SPYM - Investment Managers Series Trust II - Tradr 2X Long SPY Monthly ETF		104.1M	-23.1M	81.0M	493	238	255
CVX - The Cleveland Electric Illuminating Company		153.8M	-74.1M	79.7M	766	759	7
CMG - Chipotle Mexican Grill, Inc.	-12.00%	133.0M	-53.3M	79.7M	61	75	-14
STLAM - Stellantis N.V.	-37.01%	94.2M	-17.3M	76.9M	24	15	9
HIG - Hartford Capital I		77.6M	-3.3M	74.3M	43	37	6
IVVD - Invivyd, Inc.	-27.13%	77.6M	-3.5M	74.2M	8	1	7
WFC - Wells Fargo & Company		144.9M	-70.8M	74.1M	353	355	-2
SLB - SLB N.V.	+16.79%	103.4M	-30.8M	72.6M	93	90	3
MRK - Merck & Co., Inc.	+10.12%	188.8M	-117.1M	71.7M	659	457	202
TMO - Thermo Fisher Scientific Inc.	-17.87%	83.9M	-12.3M	71.6M	372	392	-20
IVV - iShares Trust - iShares Core S&P 500 ETF	-2.33%	131.2M	-60.4M	70.8M	1524	1011	513
BUFR - First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF	-0.67%	72.8M	-2.8M	70.0M	123	68	55
PEP - PepsiCo, Inc.	+11.68%	110.3M	-43.6M	66.7M	437	496	-59
NU - Nu Holdings Ltd.	-16.55%	236.6M	-170.2M	66.5M	103	84	19
SPMD - SuperMedia Inc.		71.9M	-6.3M	65.6M	146	69	77
VB - Vanguard Index Funds - Vanguard Small-Cap ETF	+1.09%	72.6M	-7.4M	65.2M	542	340	202
IEF - iShares Trust - iShares 7-10 Year Treasury Bond ETF	+0.12%	74.4M	-9.2M	65.2M	229	119	110
PII - Polaris Inc.	-17.93%	65.5M	-406.2K	65.1M	6	11	-5
PALI - Palisade Bio, Inc.	-13.62%	64.3M	0.00	64.3M	17	0	17
ICE - Intercontinental Exchange, Inc.		85.0M	-21.1M	63.9M	173	141	32
CAN - Ball Beverage Can Americas Inc.		64.2M	-1.2M	63.0M	3	2	1
RPR.UN - Ravelin Properties REIT		184.0M	-121.6M	62.5M	35	42	-7
C - Citigroup Capital VI		105.1M	-45.3M	59.8M	304	298	6
LLY - Eli Lilly and Company	-8.91%	77.7M	-19.7M	58.0M	1514	952	562
CHYM - Chime Financial, Inc.	-14.10%	70.0M	-12.0M	57.9M	32	18	14
BBDC4 - Banco Bradesco S.A.	+10.11%	64.3M	-7.1M	57.2M	7	7	0
XLU - The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF	+8.92%	62.1M	-5.6M	56.5M	340	36	304
CNQ - Canadian Natural Resources Limited	+43.46%	117.8M	-61.5M	56.2M	55	63	-8
BMY - Bristol-Myers Squibb Company	+10.58%	95.5M	-39.5M	56.0M	198	129	69
AAL - Alexander & Alexander Services, Inc.		75.3M	-19.7M	55.7M	9	16	-7
IYK - iShares Trust - iShares U.S. Consumer Staples ETF	+8.22%	56.6M	-1.3M	55.3M	11	11	0
WLTH - Northern Lights Fund Trust II - LifeGoal Wealth Builder ETF		54.7M	0.00	54.7M	14	0	14
STUB - StubHub Holdings, Inc.	-41.69%	61.4M	-6.9M	54.4M	12	10	2
DD - DuPont de Nemours, Inc.		61.0M	-6.6M	54.4M	24	23	1
NHYB - Nushares ETF Trust - Nuveen High Yield Corporate Bond ETF	-0.41%	53.7M	0.00	53.7M	1	0	1
BETA - BETA Technologies, Inc.	-39.35%	53.5M	0.00	53.5M	10	0	10
FIVE - 5B Technologies Corporation		56.3M	-2.9M	53.4M	25	31	-6

PREMIUM

Top Funds Most Sold (by net shares sold)

Upgrade to Yellowbrick Premium to see this data.

Upgrade to Yellowbrick Premium

Most Sold (by net shares sold)

PREMIUM

Top Funds Most Added (by num funds)

Upgrade to Yellowbrick Premium to see this data.

Upgrade to Yellowbrick Premium

Most Added (by num funds)

PREMIUM

Top Funds Most Sold (by num funds)

Upgrade to Yellowbrick Premium to see this data.

Upgrade to Yellowbrick Premium

Most Sold (by num funds)

PREMIUM

Upgrade to Yellowbrick Premium to unlock the leaderboard.

Upgrade to Yellowbrick Premium

Ticker	Current Return	Total Shares Added	Total Shares Decreased	Net Shares Changed	Num Funds Adding	Num Funds Decreasing	Net Num Funds Adding
T - AT&T Corp.		78.5M	-746.2M	-667.7M	219	302	-83
MSFT - Microsoft Corporation	-16.72%	406.1M	-991.1M	-585.0M	3076	2592	484
RYTM - Rhythm Pharmaceuticals, Inc.	-14.84%	3.5M	-418.7M	-415.2M	12	16	-4
VZ - Verizon Communications Inc.	+26.46%	41.6M	-327.8M	-286.2M	334	377	-43
SCHF - Schwab Strategic Trust - Schwab International Equity ETF	+3.49%	47.7M	-316.0M	-268.3M	345	181	164
INFA - Informatica LLC		0.00	-181.5M	-181.5M	0	23	-23
IWM - iShares Trust - iShares Russell 2000 ETF	+0.51%	53.4M	-231.7M	-178.3M	474	480	-6
SPY - Serenpet Inc		149.2M	-324.8M	-175.6M	1706	1434	272
IBIT - ETF Series Solutions - Defiance Daily Short Digitizing the Economy ETF		93.0M	-259.8M	-166.8M	306	231	75
IP - International Paper Company	-8.59%	3.7M	-128.3M	-124.5M	14	22	-8
IAS - Integral Ad Science Holding Corp.		0.00	-113.3M	-113.3M	0	16	-16
WPF - Foley Trasimene Acquisition Corp.		17.8M	-130.3M	-112.5M	9	18	-9
QCOM - QUALCOMM Incorporated	-22.83%	88.6M	-200.9M	-112.3M	366	362	4
ASST - Asset Entities Inc.		3.3M	-114.4M	-111.1M	2	9	-7
K - Kellanova		0.00	-105.5M	-105.5M	0	76	-76
ENB - Enbridge Inc.	+13.63%	23.5M	-111.2M	-87.8M	102	104	-2
RBLX - Roblox Corporation	-30.52%	21.4M	-108.6M	-87.2M	58	123	-65
TDTT - FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund	+0.83%	321.7K	-82.8M	-82.5M	9	10	-1
BND - Boundless Corp.		67.2M	-147.6M	-80.4M	549	236	313
ETNB - 89bio, Inc.		0.00	-78.9M	-78.9M	0	30	-30
RNW - ReNew Energy Global Plc	-8.50%	1.7M	-80.6M	-78.9M	5	4	1
HOOD - Robinhood Markets, Inc.	-32.70%	39.0M	-116.8M	-77.8M	124	155	-31
PG - The Procter & Gamble Company	+5.76%	93.7M	-170.3M	-76.6M	695	909	-214
HBI - Houston Biotechnology Incorporated		0.00	-76.5M	-76.5M	0	20	-20
IJH - iShares Trust - iShares Core S&P Mid-Cap ETF	+1.52%	72.8M	-148.7M	-75.9M	623	443	180
MSTR - Morningstar Group, Inc.		17.4M	-92.3M	-74.9M	86	130	-44
ORCL - Oracle Corporation	-18.13%	120.5M	-194.9M	-74.4M	681	1137	-456
PONY - Pony AI Inc.	-15.24%	6.3M	-79.2M	-72.9M	10	18	-8
LIN - LIN Media LLC		37.4M	-106.2M	-68.8M	250	269	-19
AUR - Aurora Innovation, Inc.	+10.68%	12.2M	-80.7M	-68.5M	8	6	2
NIO - Nuveen Municipal Opportunity Fund, Inc.		14.9M	-82.7M	-67.8M	7	15	-8
TRP - TC Energy Corporation	+14.78%	61.0M	-125.3M	-64.3M	46	45	1
BULL - Bull Run Corp.		19.1M	-82.0M	-62.8M	4	15	-11
COIN - Converted Organics Inc.		9.7M	-72.3M	-62.6M	80	144	-64
HYG - Structured Products Corp Corts Trust Verizon MD Debentures		195.4M	-258.0M	-62.6M	177	132	45
AMCR - Amcor plc	-2.02%	16.1M	-78.4M	-62.3M	20	20	0
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF	+0.16%	32.8M	-94.2M	-61.4M	268	61	207
ROIV - Roivant Sciences Ltd.	+31.57%	21.9M	-83.2M	-61.3M	23	26	-3
AVDX - AvidXchange Holdings, Inc.		0.00	-60.0M	-60.0M	0	21	-21
ETHA - iShares Ethereum Trust - iShares Ethereum Trust ETF	-30.32%	15.0M	-74.5M	-59.5M	54	70	-16
BABA - Baby All Corp.		28.9M	-87.1M	-58.2M	165	197	-32
SPR - Sterling Capital Corp.		0.00	-57.7M	-57.7M	0	27	-27
DBK - Deutsche Bank Aktiengesellschaft	-23.65%	12.7M	-70.3M	-57.6M	23	23	0
QQQ - Invesco QQQ Trust, Series 1	-2.78%	92.7M	-147.2M	-54.5M	1292	1059	233
SPTL - SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF	+0.28%	11.6M	-65.1M	-53.5M	81	42	39
CARR - Carrier Global Corporation	+7.37%	12.9M	-65.4M	-52.4M	55	67	-12
PM - Philip Morris International Inc.	+7.23%	50.1M	-101.2M	-51.1M	320	316	4
SCHD - Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF	+12.36%	35.9M	-86.2M	-50.3M	375	360	15
AMC - American Mortgage Acceptance Company		1.1M	-51.2M	-50.1M	2	5	-3
FER - Ferrovial SE	-0.40%	22.1M	-71.8M	-49.7M	18	13	5
FAST - Fastenal Company	+13.38%	8.5M	-57.4M	-48.9M	63	105	-42
HBAN - Huntington Bancshares Incorporated	-10.78%	16.3M	-65.0M	-48.8M	41	24	17
XYZ - Banyan Short Term Income Trust		15.7M	-63.1M	-47.5M	47	49	-2
VRNA - Verona Pharma plc		0.00	-46.8M	-46.8M	0	71	-71
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF		600.2K	-47.4M	-46.8M	1	71	-70
PHLT - Performant Healthcare, Inc.		0.00	-45.1M	-45.1M	0	13	-13
INTU - Intuit Inc.	-34.19%	12.7M	-57.6M	-45.0M	238	271	-33
UBER - Uber Technologies, Inc.	-10.70%	60.8M	-105.2M	-44.4M	395	381	14
IPG - The Interpublic Group of Companies, Inc.		0.00	-44.4M	-44.4M	0	36	-36
TD - The Toronto-Dominion Bank	+0.65%	30.3M	-74.2M	-43.9M	47	69	-22
SNAP - Lundbeck Research USA, Inc.		4.0M	-47.5M	-43.5M	7	20	-13
APP.U - American Apparel, LLC		3.0M	-44.9M	-41.9M	142	226	-84
MRUS - Merus N.V.		0.00	-41.5M	-41.5M	0	58	-58
CSX - CSX Corporation	+8.55%	19.3M	-60.4M	-41.1M	83	89	-6
HPP - Healthy Planet Products Inc.		9.3M	-50.0M	-40.8M	15	17	-2
WOW - WideOpenWest, Inc.		0.00	-40.3M	-40.3M	0	6	-6
CP - Canadian Pacific Limited		20.4M	-60.5M	-40.1M	72	86	-14
ANET - Authorize.Net Holdings, Inc.		18.2M	-58.0M	-39.8M	208	244	-36
HD - The Home Depot, Inc.	-0.84%	45.5M	-85.0M	-39.6M	802	1103	-301
DUK - Duke Energy Corporation		5.7M	-44.0M	-38.3M	199	158	41
BRW - Bristol West Holdings, Inc.		4.6M	-42.7M	-38.1M	10	3	7
IONS - Ionis Pharmaceuticals, Inc.	-8.56%	7.6M	-45.6M	-38.0M	25	25	0
ORLY - O'Reilly Automotive, Inc.	+1.94%	6.3M	-43.6M	-37.2M	123	165	-42
NFE - New Fortress Energy Inc.	-1.75%	2.8M	-39.9M	-37.1M	4	8	-4
XBP - XBP Global Holdings, Inc.	-20.85%	4.0M	-40.5M	-36.5M	2	4	-2
MREO - Mirenco Inc.		8.5M	-43.9M	-35.4M	3	12	-9
XRX - Xerox Holdings Corporation		1.9M	-37.0M	-35.1M	1	4	-3
PRGS - Progress Software Corporation	-16.92%	38.3K	-35.1M	-35.0M	3	3	0
AA - Alcoa Inc.		14.7M	-49.6M	-34.8M	27	20	7
URI - United Rentals, Inc.	-9.12%	965.2K	-35.4M	-34.5M	98	123	-25
OEF - iShares Trust - iShares S&P 100 ETF	-4.21%	3.4M	-36.8M	-33.4M	182	111	71
AKRO - Akero Therapeutics, Inc.		0.00	-32.9M	-32.9M	0	36	-36
VMEO - Vimeo, Inc.		0.00	-31.9M	-31.9M	0	11	-11
AEE - Aileen, Inc.		1.9M	-33.7M	-31.8M	25	27	-2
BMO - Bank of Montreal	+7.97%	16.1M	-47.2M	-31.1M	31	38	-7
EQNR - Equinor ASA	+47.04%	720.9K	-31.7M	-31.0M	5	9	-4
PETR4 - Petróleo Brasileiro S.A. - Petrobras	+60.08%	54.7M	-85.6M	-31.0M	31	20	11
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund	+6.18%	901.6K	-31.7M	-30.8M	9	7	2
IQ - Ideon Group, Inc.		2.1M	-32.8M	-30.7M	4	5	-1
SO - Southern Community Capital Trust V		53.8M	-84.4M	-30.6M	170	168	2
WMB - The Williams Companies, Inc.		31.2M	-61.6M	-30.4M	126	129	-3
CRWV - CoreWeave, Inc.	+11.52%	44.2M	-74.4M	-30.3M	63	78	-15
URE - Ur-Energy Inc.	+14.39%	20.9M	-51.0M	-30.1M	6	8	-2
TREX - Transnational Re Corp.		1.8M	-31.9M	-30.1M	10	28	-18
MER - Merrill Lynch & Co., Inc.		172.8M	-202.5M	-29.7M	695	746	-51
QUAL - Quality Semiconductor, Inc.		7.2M	-36.6M	-29.4M	254	395	-141
CPNG - Coupang, Inc.	-21.41%	72.3M	-101.4M	-29.1M	59	53	6
SAND - Sandstorm Gold Ltd.		0.00	-29.1M	-29.1M	0	21	-21
MLNK - Multi Link Telecommunications Inc.		0.00	-29.0M	-29.0M	0	2	-2
IJR - iShares Trust - iShares Core S&P Small-Cap ETF	+1.68%	35.7M	-64.7M	-29.0M	605	475	130

Ticker	Current Return	Total Shares Added	Total Shares Decreased	Net Shares Changed	Num Funds Adding	Num Funds Decreasing	Net Num Funds Adding
AMZN - Amazon.com, Inc.	-9.22%	675.7M	-214.8M	460.9M	3082	1941	1141
NFLX - Netflix, Inc.	+0.59%	2.3B	-24.3M	2.2B	1225	412	813
XLK - The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF	-4.26%	117.0M	-1.7M	115.3M	851	67	784
META - Meta Platforms, Inc.	-3.32%	320.4M	-111.3M	209.1M	2183	1486	697
VOO - Vanguard Index Funds - Vanguard S&P 500 ETF	-2.33%	107.4M	-62.0M	45.4M	1451	807	644
LLY - Eli Lilly and Company	-8.91%	77.7M	-19.7M	58.0M	1514	952	562
IVV - iShares Trust - iShares Core S&P 500 ETF	-2.33%	131.2M	-60.4M	70.8M	1524	1011	513
VEA - Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF	+3.36%	196.2M	-111.5M	84.7M	947	454	493
MSFT - Microsoft Corporation	-16.72%	406.1M	-991.1M	-585.0M	3076	2592	484
NVDA - NVIDIA Corporation	-1.80%	1.2B	-600.7M	590.8M	2705	2282	423
AGG - iShares Trust - iShares Core U.S. Aggregate Bond ETF	+0.04%	84.3M	-51.3M	33.0M	674	274	400
TSLA - Tesla, Inc.	-12.17%	153.5M	-127.5M	26.0M	1308	918	390
VTV - Vanguard Index Funds - Vanguard Value ETF	+3.15%	57.2M	-13.5M	43.8M	759	402	357
XOM - Exxon Mobil Corporation	+28.43%	199.0M	-66.9M	132.0M	1253	905	348
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF	+4.09%	133.4M	-40.7M	92.7M	630	283	347
VTI - Vanguard Index Funds - Vanguard Total Stock Market ETF	-2.19%	26.3M	-12.8M	13.6M	1149	804	345
IEFA - iShares Trust - iShares Core MSCI EAFE ETF	+1.61%	69.4M	-71.6M	-2.2M	672	333	339
XLE - The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF	+28.63%	108.6M	-14.6M	94.0M	382	56	326
BND - Boundless Corp.		67.2M	-147.6M	-80.4M	549	236	313
AIG - American International Group, Inc.		203.7M	-28.1M	175.6M	514	210	304
XLU - The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF	+8.92%	62.1M	-5.6M	56.5M	340	36	304
VWO - Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF	+1.02%	143.8M	-97.5M	46.3M	647	355	292
DYNF - BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF	-2.07%	46.1M	-18.8M	27.4M	337	57	280
SPY - Serenpet Inc		149.2M	-324.8M	-175.6M	1706	1434	272
SPYM - Investment Managers Series Trust II - Tradr 2X Long SPY Monthly ETF		104.1M	-23.1M	81.0M	493	238	255
VO - The Seagram Co. Ltd.		12.7M	-10.7M	1.9M	575	328	247
VCIT - Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF	-0.52%	27.8M	-25.2M	2.6M	349	112	237
AVUV - American Century ETF Trust - Avantis U.S. Small Cap Value ETF	+4.71%	11.4M	-3.0M	8.5M	357	121	236
QQQ - Invesco QQQ Trust, Series 1	-2.78%	92.7M	-147.2M	-54.5M	1292	1059	233
MU - Micron Technology, Inc.	+42.02%	422.4M	-54.3M	368.2M	541	308	233
VCSH - Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF	-0.01%	17.9M	-12.6M	5.3M	380	150	230
BINC - BlackRock ETF Trust II - iShares Flexible Income Active ETF	-0.38%	24.3M	-2.2M	22.1M	256	32	224
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF	+0.16%	32.8M	-94.2M	-61.4M	268	61	207
RSP - Southern Pacific Rail Corporation		41.8M	-44.2M	-2.4M	518	314	204
XLY - The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF	-6.61%	22.3M	-4.5M	17.9M	245	42	203
MRK - Merck & Co., Inc.	+10.12%	188.8M	-117.1M	71.7M	659	457	202
VB - Vanguard Index Funds - Vanguard Small-Cap ETF	+1.09%	72.6M	-7.4M	65.2M	542	340	202
IVE - iShares Trust - iShares S&P 500 Value ETF	-0.08%	21.6M	-2.2M	19.4M	370	178	192
BNDX - Vanguard Charlotte Funds - Vanguard Total International Bond ETF	-0.06%	54.2M	-6.4M	47.9M	273	83	190
PYLD - PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund	-0.46%	38.7M	-3.2M	35.5M	227	37	190
IJH - iShares Trust - iShares Core S&P Mid-Cap ETF	+1.52%	72.8M	-148.7M	-75.9M	623	443	180
MUB - iShares Trust - iShares National Muni Bond ETF	+0.41%	15.5M	-16.4M	-877.2K	382	202	180
CGDV - Capital Group Dividend Value ETF	+0.14%	45.1M	-19.3M	25.9M	231	53	178
AVGO - Broadcom Inc.		252.7M	-115.5M	137.2M	1653	1484	169
VIG - Van Kampen Investment Grade Fund		7.7M	-4.6M	3.1M	564	396	168
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF	+2.94%	24.3M	-7.6M	16.7M	273	107	166
VGIT - Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF	+0.11%	27.6M	-9.2M	18.4M	238	72	166
BSV - Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF	+0.08%	48.3M	-12.9M	35.4M	307	142	165
SCHF - Schwab Strategic Trust - Schwab International Equity ETF	+3.49%	47.7M	-316.0M	-268.3M	345	181	164
BN - Banta Corporation		407.1M	-20.2M	386.9M	185	22	163
VTEB - Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF	+0.39%	23.6M	-44.1M	-20.4M	325	164	161
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF	-0.19%	28.8M	-3.0M	25.9M	195	39	156
JPST - JPS Industries, Inc.		116.9M	-14.4M	102.5M	342	186	156
QQQM - Global X Funds - Global X NASDAQ 400 Mid Cap ETF		12.5M	-9.6M	2.9M	304	149	155
VXUS - Vanguard STAR Funds - Vanguard Total International Stock ETF	+2.69%	36.5M	-14.6M	22.0M	331	178	153
VYM - Delaware Investments Minnesota Municipal Income Fund III		155.1M	-2.8M	152.3M	395	244	151
AVEM - American Century ETF Trust - Avantis Emerging Markets Equity ETF	+4.88%	23.3M	-2.6M	20.7M	254	103	151
BAI - Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF	+0.18%	40.7M	-1.1M	39.6M	162	14	148
VNQ - Vanguard Specialized Funds - Vanguard Real Estate ETF	+3.98%	11.1M	-14.8M	-3.7M	322	177	145
VTIP - Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF	+0.93%	19.2M	-9.7M	9.5M	235	90	145
MBB - MSB Bancorp, Inc.		14.9M	-26.3M	-11.4M	229	85	144
WMT - Walmart Inc.	+12.49%	237.7M	-106.2M	131.5M	1101	958	143
BIV - Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF	-0.13%	16.9M	-31.9M	-15.0M	236	94	142
SPYV - SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF	-0.07%	23.0M	-10.4M	12.6M	278	136	142
ISRG - Intuitive Surgical, Inc.	-15.38%	32.0M	-10.6M	21.4M	351	210	141
VUG - Vanguard Index Funds - Vanguard Growth ETF	-6.67%	25.7M	-6.6M	19.1M	699	559	140
JAAA - Janus Detroit Street Trust - Janus Henderson AAA CLO ETF	+0.50%	55.8M	-42.5M	13.3M	257	117	140
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF	+0.30%	24.9M	-2.1M	22.8M	159	21	138
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF	-0.89%	23.3M	-2.3M	21.0M	191	54	137
CGGR - Capital Group Growth ETF	-5.87%	23.3M	-17.9M	5.4M	190	54	136
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF	+0.08%	16.9M	-4.9M	11.9M	178	43	135
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF	+3.71%	33.7M	-3.4M	30.3M	210	76	134
VGSH - Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF	+0.23%	25.0M	-7.6M	17.5M	253	122	131
IJR - iShares Trust - iShares Core S&P Small-Cap ETF	+1.68%	35.7M	-64.7M	-29.0M	605	475	130
BA - The Boeing Company	-5.69%	32.1M	-28.2M	3.9M	322	193	129
IAGG - iShares Trust - iShares Core International Aggregate Bond ETF	+0.23%	14.8M	-9.4M	5.4M	165	40	125
AMGN - Amgen Inc.	+13.15%	46.3M	-8.4M	37.9M	418	296	122
VT - Vanguard International Equity Index Funds - Vanguard Total World Stock ETF	-0.36%	13.4M	-7.7M	5.7M	226	109	117
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF	+0.92%	12.1M	-1.7M	10.4M	222	105	117
MTUM - iShares Trust - iShares MSCI USA Momentum Factor ETF	-2.56%	5.6M	-1.1M	4.5M	202	86	116
AMD - Advanced Micro Devices, Inc.	-7.67%	253.0M	-69.7M	183.3M	564	449	115
IUSB - iShares Trust - iShares Core Universal USD Bond ETF	+0.06%	30.8M	-35.5M	-4.7M	221	107	114
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF	+4.69%	22.2M	-3.7M	18.5M	193	80	113
DFSV - Delta Federal Savings, FSB		10.5M	-2.4M	8.0M	171	58	113
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF	-1.80%	6.0M	-3.9M	2.1M	167	56	111
IEF - iShares Trust - iShares 7-10 Year Treasury Bond ETF	+0.12%	74.4M	-9.2M	65.2M	229	119	110
IGSB - iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF	+0.02%	23.8M	-5.1M	18.6M	195	87	108
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF	-0.83%	64.7M	-14.9M	49.8M	313	206	107
V - Vivra, Inc.		98.3M	-52.3M	46.0M	1320	1214	106
RDVY - First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF	-1.50%	10.8M	-3.4M	7.4M	188	83	105
SPDW - SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF	+3.45%	898.5M	-8.6M	889.9M	267	162	105
XLV - The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF	-3.00%	13.9M	-14.4M	-483.1K	286	181	105
LQD - iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF	-0.77%	44.9M	-42.7M	2.2M	216	113	103
DGRO - iShares Trust - iShares Core Dividend Growth ETF	+1.64%	48.2M	-4.7M	43.5M	237	135	102
AVLV - American Century ETF Trust - Avantis U.S. Large Cap Value ETF	+5.68%	9.3M	-4.2M	5.1M	155	53	102
VEU - Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF	+2.77%	24.9M	-7.2M	17.7M	269	167	102
THRO - Theron Resource Group		11.9M	-5.7M	6.1M	125	24	101
AVDE - American Century ETF Trust - Avantis International Equity ETF	+3.52%	28.8M	-2.1M	26.6M	185	85	100
2330 - Taiwan Semiconductor Manufacturing Company Limited	+10.80%	71.6M	-91.7M	-20.1M	666	568	98
EMB - iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF	-0.66%	22.1M	-6.5M	15.5M	146	48	98

Ticker	Current Return	Total Shares Added	Total Shares Decreased	Net Shares Changed	Num Funds Adding	Num Funds Decreasing	Net Num Funds Adding
ORCL - Oracle Corporation	-18.13%	120.5M	-194.9M	-74.4M	681	1137	-456
AAPL - Apple Inc.	-5.83%	629.2M	-238.4M	390.9M	2598	2902	-304
HD - The Home Depot, Inc.	-0.84%	45.5M	-85.0M	-39.6M	802	1103	-301
PG - The Procter & Gamble Company	+5.76%	93.7M	-170.3M	-76.6M	695	909	-214
QUAL - Quality Semiconductor, Inc.		7.2M	-36.6M	-29.4M	254	395	-141
DIS - The Walt Disney Company	-12.60%	99.8M	-70.4M	29.3M	316	445	-129
FI - Frank's International N.V.		0.00	-22.9M	-22.9M	0	128	-128
ABBV - AbbVie Inc.	-0.57%	74.0M	-41.4M	32.5M	850	968	-118
UNH - UnitedHealth Group Incorporated	-15.42%	56.0M	-51.4M	4.7M	478	584	-106
ABT - Abbott Laboratories	-13.25%	98.6M	-106.6M	-8.0M	388	488	-100
GLW - Corning Incorporated	+48.48%	11.1M	-27.7M	-16.7M	99	194	-95
ZTS - Zoetis Inc.	-7.84%	37.7M	-21.2M	16.5M	89	182	-93
IBDQ - iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF		0.00	-26.2M	-26.2M	0	89	-89
ADP - Allied Products Corp.		10.2M	-21.0M	-10.8M	192	280	-88
IWF - iShares Trust - iShares Russell 1000 Growth ETF	-6.34%	12.0M	-7.4M	4.6M	406	492	-86
APP.U - American Apparel, LLC		3.0M	-44.9M	-41.9M	142	226	-84
T - AT&T Corp.		78.5M	-746.2M	-667.7M	219	302	-83
APH - Amphenol Corporation	-2.72%	192.1M	-74.4M	117.7M	215	295	-80
K - Kellanova		0.00	-105.5M	-105.5M	0	76	-76
VRNA - Verona Pharma plc		0.00	-46.8M	-46.8M	0	71	-71
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF		600.2K	-47.4M	-46.8M	1	71	-70
ETN - Eaton Corporation plc	+9.80%	65.1M	-32.0M	33.1M	266	333	-67
IWB - iShares Trust - iShares Russell 1000 ETF	-2.37%	4.0M	-5.7M	-1.7M	145	211	-66
SBUX - Starbucks Corporation	+19.73%	17.9M	-16.3M	1.6M	122	188	-66
AMT - American Tower Corporation		47.6M	-7.2M	40.4M	91	156	-65
RBLX - Roblox Corporation	-30.52%	21.4M	-108.6M	-87.2M	58	123	-65
COIN - Converted Organics Inc.		9.7M	-72.3M	-62.6M	80	144	-64
HCA - HCA Healthcare, Inc.		2.5M	-6.6M	-4.1M	65	128	-63
COOP - Mr. Cooper Group Inc.		0.00	-19.0M	-19.0M	0	62	-62
ECL - Ecolab Inc.	+5.09%	2.7M	-7.9M	-5.2M	91	152	-61
PEP - PepsiCo, Inc.	+11.68%	110.3M	-43.6M	66.7M	437	496	-59
MDLZ - Mondelez International, Inc.	+0.97%	17.6M	-23.0M	-5.4M	55	114	-59
MRUS - Merus N.V.		0.00	-41.5M	-41.5M	0	58	-58
APD - Air Products and Chemicals, Inc.	+18.45%	18.6M	-3.1M	15.5M	79	134	-55
LOW - Lowe's Companies, Inc.	-0.26%	6.6M	-20.6M	-14.1M	247	302	-55
IBTF - iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF		990.00	-22.2M	-22.2M	1	56	-55
SHW - The Sherwin-Williams Company	-1.74%	3.3M	-14.1M	-10.8M	100	154	-54
AEM - Agnico Eagle Mines Limited	+28.96%	15.7M	-35.2M	-19.6M	72	125	-53
MER - Merrill Lynch & Co., Inc.		172.8M	-202.5M	-29.7M	695	746	-51
IDXX - IDEXX Laboratories, Inc.	-15.57%	9.9M	-5.2M	4.7M	67	117	-50
STX - Seagate Technology Holdings plc		7.6M	-12.8M	-5.2M	52	102	-50
SPOT - Spotify Technology S.A.	-12.25%	7.7M	-13.1M	-5.4M	124	172	-48
IYW - iShares Trust - iShares U.S. Technology ETF	-5.33%	1.5M	-2.0M	-561.2K	121	169	-48
VLO - VEC Trust I		2.6M	-16.3M	-13.7M	54	102	-48
EBAY - Eastbay Inc.		12.0M	-22.8M	-10.8M	33	79	-46
GBTC - Grayscale Bitcoin Trust (BTC)	-19.70%	609.9K	-2.2M	-1.6M	27	73	-46
SYY - Sysco Corporation	+16.08%	3.1M	-19.9M	-16.9M	54	99	-45
COST - Costco Wholesale Corporation	+16.51%	30.4M	-23.1M	7.3M	939	984	-45
MSTR - Morningstar Group, Inc.		17.4M	-92.3M	-74.9M	86	130	-44
NEM - Newmont Corporation	+14.88%	42.5M	-36.1M	6.4M	133	177	-44
VZ - Verizon Communications Inc.	+26.46%	41.6M	-327.8M	-286.2M	334	377	-43
AZO - AutoZone, Inc.	+6.57%	348.5K	-763.4K	-414.9K	90	133	-43
ORLY - O'Reilly Automotive, Inc.	+1.94%	6.3M	-43.6M	-37.2M	123	165	-42
TJX - The TJX Companies, Inc.	+1.71%	50.4M	-28.5M	21.9M	335	377	-42
FAST - Fastenal Company	+13.38%	8.5M	-57.4M	-48.9M	63	105	-42
ROP - Roper Technologies, Inc.	-21.94%	5.3M	-9.4M	-4.1M	74	114	-40
LNG - Cheniere Energy, Inc.	+30.93%	7.2M	-17.7M	-10.5M	81	121	-40
CL - Colgate-Palmolive Company		11.4M	-24.5M	-13.1M	72	111	-39
LH - Labcorp Holdings Inc.	+5.06%	3.8M	-2.0M	1.8M	31	70	-39
SYK - Stryker Corporation	-4.06%	6.3M	-6.4M	-109.7K	226	263	-37
MDY - State Street SPDR S&P MIDCAP 400 ETF Trust	+1.41%	1.7M	-2.1M	-341.6K	137	174	-37
ANET - Authorize.Net Holdings, Inc.		18.2M	-58.0M	-39.8M	208	244	-36
IWV - iShares Trust - iShares Russell 3000 ETF	-2.23%	2.8M	-794.8K	2.0M	69	105	-36
IPG - The Interpublic Group of Companies, Inc.		0.00	-44.4M	-44.4M	0	36	-36
AKRO - Akero Therapeutics, Inc.		0.00	-32.9M	-32.9M	0	36	-36
CMI - CMI Terex Corporation		5.1M	-2.7M	2.4M	128	164	-36
CDNS - Cadence Design Systems, Inc.	-7.12%	5.8M	-13.2M	-7.5M	71	105	-34
HON - Honeywell, Inc.		72.4M	-28.3M	44.2M	251	285	-34
INTU - Intuit Inc.	-34.19%	12.7M	-57.6M	-45.0M	238	271	-33
DD - EIDP, Inc.		13.9M	-10.7M	3.1M	24	57	-33
MRSH - Marsh & McLennan Companies, Inc.	-7.42%	1.5M	-8.4M	-6.9M	10	43	-33
FLEX - Flex Ltd.	+4.76%	5.9M	-22.3M	-16.4M	25	58	-33
LHX - L3Harris Technologies, Inc.	+22.33%	3.1M	-4.1M	-1.0M	85	117	-32
BABA - Baby All Corp.		28.9M	-87.1M	-58.2M	165	197	-32
HOOD - Robinhood Markets, Inc.	-32.70%	39.0M	-116.8M	-77.8M	124	155	-31
MPC - Marathon Petroleum Corporation	+42.18%	2.7M	-6.5M	-3.8M	67	97	-30
OXY - Oxy Capital Trust I		7.1M	-14.2M	-7.0M	36	66	-30
FERG - Ferguson Enterprises Inc.		11.9M	-11.5M	452.4K	42	72	-30
COP - Copley Properties, Inc.		20.8M	-26.6M	-5.8M	121	151	-30
ETNB - 89bio, Inc.		0.00	-78.9M	-78.9M	0	30	-30
SMCI - SimSci-Esscor		6.1M	-25.6M	-19.5M	19	49	-30
WNS - WNS (Holdings) Limited		0.00	-14.5M	-14.5M	0	30	-30
PRIM - Rhapsody Acquisition Corp.		1.1M	-2.8M	-1.7M	13	43	-30
GIS - General Mills, Inc.	-14.08%	3.2M	-5.8M	-2.6M	28	58	-30
SCHB - Schreiner Bancshares Inc		21.3M	-29.3M	-8.0M	211	241	-30
ZS - Zscaler, Inc.	-32.59%	1.4M	-4.2M	-2.8M	33	62	-29
TXN - Texas Instruments Incorporated	+10.26%	37.6M	-39.2M	-1.6M	210	238	-28
ARKK - ARK ETF Trust - ARK Innovation ETF	-8.16%	2.9M	-23.6M	-20.7M	31	59	-28
PSX - Pacific Scientific Company		4.5M	-5.3M	-770.7K	66	94	-28
TMUS - T-Mobile US, Inc.	+6.09%	19.2M	-46.1M	-27.0M	135	163	-28
KTOS - Kratos Defense & Security Solutions, Inc.	+17.85%	3.2M	-8.8M	-5.5M	22	50	-28
INTC - Intel Corporation	+22.63%	446.8M	-160.8M	286.0M	148	176	-28
FIX - Comfort Systems USA, Inc.	+47.27%	621.7K	-1.4M	-818.1K	52	80	-28
CHD - Church & Dwight Co., Inc.	+18.62%	2.2M	-2.9M	-656.4K	28	55	-27
SPR - Sterling Capital Corp.		0.00	-57.7M	-57.7M	0	27	-27
WDC - Western Digital Corporation	+51.68%	35.9M	-25.1M	10.9M	64	91	-27
FVD - First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund	+3.41%	1.5M	-1.9M	-338.5K	52	79	-27
DHI - D.R. Horton, Inc.	-3.19%	8.0M	-5.1M	2.9M	51	78	-27
CACI - CACI International Inc	+14.98%	399.7K	-544.1K	-144.4K	11	38	-27
TROW - T. Rowe Price Group, Inc.	-14.13%	1.2M	-3.7M	-2.5M	30	57	-27