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
SQS - EA Series Trust - Sapient Quality Select ETF	+9.22%	49.5M	0.00	49.5M	1	0	1
VALE3 - Vale S.A.	+9.68%	49.1M	-74.2K	49.0M	5	2	3
MBIN - Merchants Bancorp	+15.08%	27.0M	0.00	27.0M	1	0	1
PFE - Pfizer Inc.	-2.74%	27.4M	-528.8K	26.8M	85	32	53
NPFE - Elevation Series Trust - Npf Core Equity Etf		23.0M	0.00	23.0M	1	0	1
CPNG - Coupang, Inc.	+8.10%	17.7M	-1.2M	16.5M	4	6	-2
T - AT&T Corp.		19.2M	-3.0M	16.3M	82	44	38
CORO - BlackRock ETF Trust - iShares International Country Rotation Active ETF	+6.40%	15.8M	0.00	15.8M	29	0	29
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF	+3.95%	16.0M	-199.0K	15.8M	9	7	2
PETR4 - Petróleo Brasileiro S.A. - Petrobras	+1.93%	15.6M	-45.3K	15.6M	13	2	11
HST - Host Hotels & Resorts, Inc.	+10.23%	13.9M	0.00	13.9M	7	0	7
BMY - Bristol-Myers Squibb Company	-1.07%	13.9M	-563.3K	13.4M	68	28	40
SLB - SLB N.V.	+2.69%	14.6M	-1.3M	13.3M	30	21	9
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF	+4.47%	13.8M	-1.1M	12.7M	93	55	38
XOM - Exxon Mobil Corporation	-12.55%	15.0M	-3.0M	11.9M	450	363	87
CVX - The Cleveland Electric Illuminating Company		14.8M	-3.3M	11.6M	350	214	136
GOVT - iShares Trust - iShares U.S. Treasury Bond ETF	+0.25%	19.9M	-9.6M	10.3M	65	24	41
VZ - Verizon Communications Inc.	-6.44%	10.8M	-1.6M	9.2M	130	86	44
FCX - Freeport-McMoRan Inc.	+15.21%	10.5M	-1.7M	8.7M	34	30	4
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF	+0.43%	9.0M	-511.9K	8.5M	73	24	49
BIL - SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF	+0.21%	10.9M	-2.6M	8.3M	101	78	23
IEFA - iShares Trust - iShares Core MSCI EAFE ETF	+4.86%	10.9M	-2.7M	8.2M	205	117	88
AZN - AstraZeneca PLC		11.2M	-3.1M	8.1M	37	41	-4
DYNF - BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF	+8.46%	12.0M	-4.3M	7.8M	77	63	14
SUNB - SunCoast Bancorp, Inc.		7.2M	0.00	7.2M	4	0	4
WAMA - Watermarc Food Management Corp.		7.0M	0.00	7.0M	1	0	1
SGVT - Schwab Strategic Trust - Schwab Government Money Market ETF	+0.20%	6.8M	0.00	6.8M	5	0	5
VGIT - Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF	+0.28%	8.3M	-1.7M	6.7M	89	23	66
MU - Micron Technology, Inc.	+33.02%	9.0M	-2.4M	6.5M	111	115	-4
PZA - Provena Foods Inc.		6.5M	-99.2K	6.4M	8	6	2
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF	+8.07%	7.4M	-1.1M	6.3M	63	38	25
NEE - NextEra Energy, Inc.	-2.45%	7.4M	-1.1M	6.3M	114	89	25
HAL - Halliburton Company	-2.15%	6.3M	-80.2K	6.2M	16	5	11
THRO - Theron Resource Group		6.3M	-106.4K	6.2M	41	6	35
CLOA - BlackRock ETF Trust II - iShares AAA CLO Active ETF	+0.38%	6.5M	-431.6K	6.0M	9	5	4
FTCB - First Counties Bank		5.9M	0.00	5.9M	14	0	14
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF	+0.64%	7.2M	-1.2M	5.9M	107	36	71
SPYM - Investment Managers Series Trust II - Tradr 2X Long SPY Monthly ETF		11.9M	-6.1M	5.9M	151	92	59
BINC - BlackRock ETF Trust II - iShares Flexible Income Active ETF	+1.42%	6.6M	-917.4K	5.7M	66	45	21
BLCR - BlackRock ETF Trust - iShares Large Cap Core Active ETF	+11.25%	5.7M	0.00	5.7M	26	0	26
BKUI - BNY Mellon ETF Trust - BNY Mellon Ultra Short Income ETF	+0.28%	5.7M	-3.1K	5.7M	1	1	0
FENI - Fidelity Covington Trust - Fidelity Enhanced International ETF	+4.57%	5.8M	-173.0K	5.7M	44	4	40
GLW - Corning Incorporated	+21.68%	7.0M	-1.3M	5.7M	63	55	8
COST - Costco Wholesale Corporation	+0.94%	8.0M	-2.5M	5.5M	314	231	83
DEC - Digital Equipment Corporation		5.4M	0.00	5.4M	1	0	1
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF	+4.68%	5.5M	-96.2K	5.4M	16	11	5
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF	+9.45%	8.1M	-2.7M	5.4M	70	51	19
RIG - Transocean Ltd.	-8.75%	5.2M	-15.6K	5.2M	1	1	0
SABR - Sabre Industries, Inc.		5.2M	0.00	5.2M	1	0	1
FLMI - Fleming Companies, Inc.		5.0M	0.00	5.0M	18	0	18
PSKY - Paramount Skydance Corporation		5.0M	-33.4K	4.9M	3	1	2
VGSH - Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF	+0.25%	8.3M	-3.4M	4.9M	92	44	48
PAGP - Plains GP Holdings, L.P.	-5.93%	5.1M	-182.3K	4.9M	6	2	4
BEN - Franklin Resources, Inc.	+15.33%	4.9M	-4.6K	4.9M	3	2	1
SO - The Southern Company	-4.77%	4.9M	-79.0K	4.8M	61	33	28
AVEM - American Century ETF Trust - Avantis Emerging Markets Equity ETF	+9.21%	5.8M	-1.1M	4.7M	104	50	54
PYLD - PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund	+1.76%	9.8M	-5.2M	4.7M	91	14	77
MRVL - Marvell Technology, Inc.	+52.84%	4.7M	-144.6K	4.6M	27	17	10
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF	+6.04%	5.1M	-542.0K	4.6M	69	21	48
CMCSA - Comcast Corporation	+2.36%	5.5M	-1.0M	4.5M	26	21	5
SRE - Sempra	-4.14%	4.6M	-183.9K	4.4M	10	9	1
APH - Amphenol Corporation	+20.25%	6.2M	-1.7M	4.4M	43	65	-22
STKL - SunOpta Inc.	+0.00%	4.4M	0.00	4.4M	2	0	2
VXUS - Vanguard STAR Funds - Vanguard Total International Stock ETF	+6.19%	5.8M	-1.4M	4.4M	114	62	52
ORLY - O'Reilly Automotive, Inc.	+1.62%	5.6M	-1.3M	4.3M	27	35	-8
SCHF - Schwab Strategic Trust - Schwab International Equity ETF	+5.78%	7.3M	-3.1M	4.2M	111	100	11
FROG - FrogAds, Inc.		4.2M	-14.6K	4.2M	3	2	1
TBBB - BBB Foods Inc.	+10.69%	4.2M	0.00	4.2M	2	0	2
LDOS - Leidos Holdings, Inc.	-1.49%	4.2M	-89.8K	4.1M	8	10	-2
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF	+7.77%	8.5M	-4.4M	4.1M	111	77	34
LECO - Leeco Diagnostics, Inc.		4.2M	-54.7K	4.1M	6	9	-3
URC - Uranium Royalty Corp.	-2.19%	4.0M	0.00	4.0M	1	0	1
PCY - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF	+3.80%	4.0M	-30.9K	4.0M	3	2	1
SCHP - Schwab Strategic Trust - Schwab U.S. TIPS ETF	+0.74%	5.2M	-1.2M	4.0M	54	25	29
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF	+0.63%	5.2M	-1.2M	4.0M	46	10	36
IEF - iShares Trust - iShares 7-10 Year Treasury Bond ETF	+0.31%	6.2M	-2.3M	3.9M	81	34	47
WMT - Walmart Inc.	+4.28%	9.6M	-5.7M	3.8M	317	332	-15
INFY - Infosys Limited	+4.15%	4.2M	-398.3K	3.8M	2	5	-3
NOKIA - Nokia Oyj	+29.35%	4.0M	-241.6K	3.8M	4	3	1
SGOV - iShares Trust - iShares 0-3 Month Treasury Bond ETF	+0.22%	6.7M	-2.9M	3.8M	105	60	45
PDBC - Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	+0.46%	4.8M	-1.0M	3.7M	16	9	7
KEY - Keycorp		4.0M	-230.3K	3.7M	3	5	-2
NU - Nu Holdings Ltd.	+4.73%	6.3M	-2.6M	3.7M	8	12	-4
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF	+2.20%	5.2M	-1.5M	3.7M	124	61	63
IAGG - iShares Trust - iShares Core International Aggregate Bond ETF	+0.24%	4.2M	-575.1K	3.7M	70	13	57
FTSM - First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF	+0.23%	4.0M	-384.3K	3.6M	23	15	8
PFFD - Global X Funds - Global X U.S. Preferred ETF	+3.22%	3.9M	-324.4K	3.6M	9	1	8
FSK - FS KKR Capital Corp.	+8.64%	3.7M	-169.4K	3.5M	6	4	2
VTEB - Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF	+1.27%	4.5M	-968.1K	3.5M	124	56	68
VSDB - Vanguard Malvern Funds - Vanguard Short Duration Bond ETF	+0.74%	3.5M	0.00	3.5M	3	0	3
COCO - The Vita Coco Company, Inc.	-1.11%	3.7M	-155.5K	3.5M	1	2	-1
VRT - GS Acquisition Holdings Corp		3.8M	-343.1K	3.5M	52	33	19
MCD - McDonald's Corporation	-2.88%	4.1M	-643.4K	3.5M	130	126	4
IUSB - iShares Trust - iShares Core Universal USD Bond ETF	+0.75%	4.5M	-1.1M	3.5M	84	32	52
COLD - Americold Realty Trust, Inc.	+9.60%	3.5M	-48.8K	3.4M	4	2	2
CAT - Caterpillar Inc.	+13.20%	4.1M	-774.6K	3.3M	164	193	-29
BAI - Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF	+22.58%	3.7M	-435.8K	3.3M	55	6	49
BSX - Boston Scientific Corporation	-5.15%	8.2M	-4.9M	3.2M	31	27	4
GLDM - World Gold Trust - SPDR Gold MiniShares Trust	-0.12%	3.9M	-651.8K	3.2M	40	44	-4
XBOX - Roundhill ETF Trust - Roundhill Ultra Short Duration No Dividend Target ETF	+0.74%	3.2M	0.00	3.2M	1	0	1

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
SPDW - SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF	+5.76%	4.7M	-856.1M	-851.4M	76	63	13
ITOT - iShares Trust - iShares Core S&P Total U.S. Stock Market ETF	+8.44%	4.6M	-533.0M	-528.3M	100	91	9
XNTK - SPDR Series Trust - State Street SPDR NYSE Technology ETF	+17.20%	9.5K	-388.0M	-388.0M	2	3	-1
EFV - iShares Trust - iShares MSCI EAFE Value ETF	+3.07%	1.8M	-324.9M	-323.1M	54	74	-20
IDEV - Endo Pharmaceuticals Solutions Inc.		8.7M	-197.3M	-188.6M	52	30	22
GOOGL - Alphabet Inc.		34.8M	-209.2M	-174.4M	677	905	-228
FNDF - Schwab Strategic Trust - Schwab Fundamental International Equity ETF	+3.94%	3.0M	-165.8M	-162.8M	48	39	9
VYM - Delaware Investments Minnesota Municipal Income Fund III		1.3M	-148.2M	-146.9M	123	90	33
IUSV - iShares Trust - iShares Core S&P U.S. Value ETF	+4.19%	1.2M	-138.5M	-137.3M	29	28	1
BRK.A - Berkshire Hathaway Inc.	-2.23%	1.9M	-119.7M	-117.8M	429	443	-14
AMZN - Amazon.com, Inc.	+19.99%	6.6M	-119.2M	-112.6M	770	576	194
SPYD - SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF	+1.52%	295.3K	-104.8M	-104.6M	11	11	0
NVDA - NVIDIA Corporation	+14.61%	22.7M	-125.0M	-102.3M	739	626	113
META - Meta Platforms, Inc.	+16.90%	6.6M	-93.4M	-86.8M	470	393	77
VWO - Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF	+7.68%	7.4M	-76.9M	-69.5M	217	143	74
PII - Polaris Inc.	+12.68%	0.00	-64.4M	-64.4M	0	1	-1
MSFT - Microsoft Corporation	+14.59%	17.7M	-80.7M	-63.0M	881	676	205
VB - Vanguard Index Funds - Vanguard Small-Cap ETF	+8.49%	2.1M	-64.4M	-62.3M	172	135	37
SPMD - SuperMedia Inc.		1.3M	-59.6M	-58.3M	44	25	19
JNJ - Johnson & Johnson	-7.48%	10.2M	-67.4M	-57.2M	339	393	-54
VEA - Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF	+5.84%	14.9M	-67.7M	-52.8M	284	212	72
CSCO - Cisco Systems, Inc.	+16.23%	7.9M	-60.2M	-52.2M	158	215	-57
PEP - PepsiCo, Inc.	-0.24%	6.1M	-51.2M	-45.1M	143	145	-2
BKR - Michael Baker Corporation		5.4M	-45.8M	-40.4M	17	12	5
GE - General Electric Company	+1.04%	3.5M	-40.2M	-36.7M	95	104	-9
BDX - Becton, Dickinson and Company	-0.34%	389.5K	-36.0M	-35.6M	26	17	9
VCR - Sensory Science Corporation		2.8K	-31.9M	-31.9M	6	21	-15
DGRO - iShares Trust - iShares Core Dividend Growth ETF	+3.68%	4.5M	-35.8M	-31.3M	76	43	33
BAC - BankAmerica Corp.		7.6M	-38.7M	-31.1M	111	171	-60
EPD - Enterprise Products Partners L.P.	-1.66%	1.7M	-32.0M	-30.3M	35	35	0
USB - U.S. Bancorp.		3.8M	-33.7M	-30.0M	39	36	3
DD - DuPont de Nemours, Inc.		7.2M	-36.4M	-29.2M	14	4	10
GEHC - GE HealthCare Technologies Inc.	+1.57%	1.8M	-28.7M	-26.9M	11	13	-2
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF	+9.59%	5.0M	-29.5M	-24.5M	159	156	3
CCL - Carnival Corporation & plc	+5.72%	149.1K	-23.7M	-23.5M	5	9	-4
HOOD - Robinhood Markets, Inc.	+24.72%	633.6K	-23.3M	-22.7M	17	28	-11
XLRE - The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF	+7.23%	2.9M	-23.5M	-20.7M	24	14	10
GEV - GE Vernova Inc.	+13.56%	649.1K	-21.1M	-20.5M	121	75	46
AAPL - Apple Inc.	+4.88%	39.6M	-60.1M	-20.5M	702	897	-195
CERT - Certara, Inc.	+8.77%	305.7K	-17.6M	-17.3M	1	2	-1
LAR - Lithium Argentina AG		0.00	-16.4M	-16.4M	0	2	-2
BAX - Baxter International Inc.	+10.06%	4.5M	-20.2M	-15.8M	5	2	3
BIRK - Birkenstock Holding plc	+16.47%	4.3K	-15.3M	-15.3M	2	1	1
HYG - Structured Products Corp Corts Trust Verizon MD Debentures		309.8K	-15.6M	-15.3M	34	33	1
IQLT - iShares Trust - iShares MSCI Intl Quality Factor ETF	+5.41%	1.0M	-16.2M	-15.2M	40	38	2
ORCL - Oracle Corporation	+23.58%	1.9M	-14.0M	-12.2M	122	211	-89
KO - The Coca-Cola Company	-1.78%	7.8M	-19.7M	-12.0M	119	135	-16
SMTH - Smith Electric Vehicles Corp.		1.7M	-13.4M	-11.7M	10	3	7
USHY - iShares Trust - iShares Broad USD High Yield Corporate Bond ETF	+1.59%	2.9M	-13.4M	-10.6M	25	19	6
NGD - New Gold, Inc.		0.00	-10.3M	-10.3M	0	5	-5
PLD - Prologis, Inc.		279.5K	-10.4M	-10.1M	27	24	3
CEMEX CPO - CEMEX, S.A.B. de C.V.		0.00	-9.9M	-9.9M	0	2	-2
MA - Mastercard Incorporated	+2.52%	975.9K	-10.7M	-9.7M	130	197	-67
FNDX - Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF	+5.39%	4.3M	-14.0M	-9.7M	48	32	16
PLTR - Palantir Technologies Inc.	-0.21%	2.0M	-11.3M	-9.3M	140	132	8
SPHY - SPDR Series Trust - State Street SPDR Portfolio High Yield Bond ETF	+1.59%	2.4M	-11.7M	-9.2M	28	15	13
SCHX - Schwab Strategic Trust - Schwab U.S. Large-Cap ETF	+8.35%	4.1M	-13.3M	-9.2M	104	109	-5
WELL - WellCare Management Group, Inc.		156.3K	-8.7M	-8.6M	20	15	5
JMBS - Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF	+0.73%	1.2M	-9.6M	-8.4M	24	9	15
IMTM - iShares Trust - iShares MSCI Intl Momentum Factor ETF	+6.62%	359.3K	-8.5M	-8.2M	8	9	-1
SEMR - Semrush Holdings, Inc.	+0.42%	804.1K	-9.0M	-8.2M	2	1	1
PG - The Procter & Gamble Company	-1.47%	5.6M	-13.7M	-8.1M	202	202	0
AGNC - AGNC Investment Corp.	+8.77%	533.00	-7.9M	-7.9M	2	8	-6
CRM.A - Corimon C.A.		1.8M	-9.3M	-7.5M	92	130	-38
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF	+8.37%	67.8K	-7.2M	-7.2M	5	4	1
AIG - American International Group, Inc.		4.6M	-11.7M	-7.1M	62	67	-5
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF	+1.20%	459.0K	-7.4M	-6.9M	15	20	-5
SPTI - SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF	+0.29%	2.2M	-9.1M	-6.9M	23	12	11
BRBR - BellRing Brands, Inc.		0.00	-6.8M	-6.8M	0	3	-3
CWAN - Clearwater Analytics Holdings, Inc.	+2.16%	2.1M	-8.4M	-6.3M	4	1	3
UBER - Uber Technologies, Inc.	+7.41%	2.6M	-8.9M	-6.3M	72	71	1
AVGO - Broadcom Inc.		16.9M	-22.9M	-6.0M	408	398	10
AMD - Advanced Micro Devices, Inc.	+39.85%	1.3M	-7.1M	-5.7M	123	116	7
MRK - Merck & Co., Inc.	-6.43%	5.3M	-10.9M	-5.7M	162	155	7
SPTS - Sports Media, Inc.		2.1M	-7.7M	-5.6M	23	15	8
QCOM - QUALCOMM Incorporated	+5.26%	554.8K	-5.9M	-5.4M	64	116	-52
TSLA - Tesla, Inc.	+3.95%	4.4M	-9.7M	-5.3M	303	255	48
SPAB - SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF	+0.46%	2.3M	-7.4M	-5.2M	28	22	6
IAU - iShares Gold Trust	-0.14%	2.2M	-7.3M	-5.2M	90	135	-45
SLV - Silverado Foods, Inc.		1.1M	-6.2M	-5.1M	35	67	-32
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield ETF	+1.56%	0.00	-5.1M	-5.1M	0	2	-2
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF	+0.39%	436.9K	-5.4M	-5.0M	8	6	2
HBM - Hudbay Minerals Inc.	+14.11%	828.2K	-5.7M	-4.9M	4	1	3
WDAY - Workday, Inc.	-0.58%	28.4K	-4.9M	-4.9M	3	12	-9
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF	+6.85%	719.9K	-5.5M	-4.7M	24	12	12
DKNG - DraftKings Inc.	+6.34%	17.2K	-4.6M	-4.6M	4	9	-5
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright SmallCap Momentum ETF	+13.21%	0.00	-4.5M	-4.5M	0	1	-1
TEAM - Stefanini, Inc.		31.1K	-4.5M	-4.5M	2	8	-6
KT - KII Liquidating Inc.		0.00	-4.5M	-4.5M	0	2	-2
PNR - Pentair plc	+3.62%	0.00	-4.3M	-4.3M	0	8	-8
VOLAR A - Controladora Vuela Compañía de Aviación, S.A.B. de C.V.	+8.29%	0.00	-4.0M	-4.0M	0	1	-1
GROY - Gold Royalty Corp.	-2.79%	0.00	-3.9M	-3.9M	0	1	-1
ADP - Allied Products Corp.		378.8K	-4.3M	-3.9M	45	76	-31
MNST - Monster Beverage Corporation	+3.88%	226.8K	-4.1M	-3.8M	12	13	-1
CCCX - Churchill Capital Corp X		0.00	-3.8M	-3.8M	0	3	-3
PANL - Pangaea Logistics Solutions Ltd.	+2.97%	0.00	-3.8M	-3.8M	0	1	-1
WFC - Wells Fargo & Company	+2.44%	1.3M	-5.0M	-3.7M	62	100	-38
LRCX - Lam Research Corporation	+20.93%	5.6M	-9.3M	-3.7M	82	99	-17
MERT - Metropolitan royalty corp.		20.1K	-3.5M	-3.5M	7	16	-9
DIS - The Walt Disney Company	+8.21%	1.8M	-5.3M	-3.5M	61	109	-48

Ticker	Current Return	Total Shares Added	Total Shares Decreased	Net Shares Changed	Num Funds Adding	Num Funds Decreasing	Net Num Funds Adding
GOOGL - Alphabet Inc.		34.8M	-209.2M	-174.4M	677	905	-228
AAPL - Apple Inc.	+4.88%	39.6M	-60.1M	-20.5M	702	897	-195
SPY - Serenpet Inc		3.8M	-6.2M	-2.5M	369	473	-104
MER - Merrill Lynch & Co., Inc.		4.7M	-5.3M	-518.4K	172	267	-95
ORCL - Oracle Corporation	+23.58%	1.9M	-14.0M	-12.2M	122	211	-89
JPM - J.P. Morgan & Co. Incorporated		12.6M	-12.1M	524.7K	474	553	-79
ABT - Abbott Laboratories	-9.12%	5.1M	-5.1M	-14.6K	68	144	-76
IWF - iShares Trust - iShares Russell 1000 Growth ETF	+10.52%	465.7K	-1.5M	-1.0M	86	158	-72
MA - Mastercard Incorporated	+2.52%	975.9K	-10.7M	-9.7M	130	197	-67
QQQ - Invesco QQQ Trust, Series 1	+11.63%	1.8M	-2.6M	-839.1K	294	356	-62
BAC - BankAmerica Corp.		7.6M	-38.7M	-31.1M	111	171	-60
CSCO - Cisco Systems, Inc.	+16.23%	7.9M	-60.2M	-52.2M	158	215	-57
V - Vivra, Inc.		9.2M	-12.4M	-3.2M	297	352	-55
JNJ - Johnson & Johnson	-7.48%	10.2M	-67.4M	-57.2M	339	393	-54
GS - The Goldman Sachs Group, Inc.	+9.52%	548.7K	-2.3M	-1.8M	122	174	-52
QCOM - QUALCOMM Incorporated	+5.26%	554.8K	-5.9M	-5.4M	64	116	-52
LLY - Eli Lilly and Company	-1.82%	3.6M	-3.2M	399.0K	305	356	-51
IYW - iShares Trust - iShares U.S. Technology ETF	+15.44%	287.7K	-554.1K	-266.5K	25	75	-50
DIS - The Walt Disney Company	+8.21%	1.8M	-5.3M	-3.5M	61	109	-48
IAU - iShares Gold Trust	-0.14%	2.2M	-7.3M	-5.2M	90	135	-45
AXP - American Express Company Capital Trust I		164.6K	-1.1M	-981.8K	39	84	-45
EFA - iShares Trust - iShares MSCI EAFE ETF	+4.63%	1.6M	-2.8M	-1.2M	80	125	-45
UNH - UnitedHealth Group Incorporated	+27.87%	1.4M	-4.4M	-2.9M	78	122	-44
CMI - CMI Terex Corporation		1.1M	-463.1K	641.4K	30	71	-41
GLD - Santa Fe Pacific Gold Corporation		2.7M	-2.0M	749.4K	163	204	-41
OEF - iShares Trust - iShares S&P 100 ETF	+8.75%	143.6K	-2.8M	-2.6M	27	66	-39
WFC - Wells Fargo & Company	+2.44%	1.3M	-5.0M	-3.7M	62	100	-38
CRM.A - Corimon C.A.		1.8M	-9.3M	-7.5M	92	130	-38
ACN - Acuson Corporation		415.3K	-2.2M	-1.7M	40	75	-35
IBM - International Business Machines Corporation	+5.48%	1.1M	-1.4M	-350.6K	144	177	-33
SCHB - Schreiner Bancshares Inc		3.0M	-3.7M	-664.3K	66	99	-33
ECL - Ecolab Inc.	+1.81%	468.3K	-871.0K	-402.7K	18	51	-33
VGT - Vanguard World Fund - Vanguard Information Technology ETF	+15.83%	41.5K	-236.5K	-195.0K	65	98	-33
SLV - Silverado Foods, Inc.		1.1M	-6.2M	-5.1M	35	67	-32
ADBE - Adobe Inc.	+1.69%	505.1K	-2.6M	-2.1M	41	73	-32
ADP - Allied Products Corp.		378.8K	-4.3M	-3.9M	45	76	-31
C - Citigroup Capital VI		1.7M	-3.3M	-1.6M	45	75	-30
CAT - Caterpillar Inc.	+13.20%	4.1M	-774.6K	3.3M	164	193	-29
GM - General Motors Company	+6.11%	9.8K	-2.3M	-2.3M	2	29	-27
SHOP - eBay Marketplace Israel Ltd.		932.7K	-1.4M	-496.4K	22	49	-27
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF	+4.99%	2.3M	-486.3K	1.9M	29	55	-26
IVE - iShares Trust - iShares S&P 500 Value ETF	+4.08%	836.1K	-1.5M	-626.7K	81	107	-26
IWB - iShares Trust - iShares Russell 1000 ETF	+8.22%	257.3K	-598.1K	-340.9K	40	66	-26
XLK - The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF	+16.40%	2.8M	-2.2M	538.2K	115	141	-26
LOW - Lowe's Companies, Inc.	+6.31%	1.6M	-700.5K	860.6K	65	90	-25
BKNG - Banknorth Group, Inc.		165.4K	-579.8K	-414.4K	34	59	-25
INTU - Intuit Inc.	-6.08%	1.3M	-789.3K	502.7K	49	74	-25
DHR - Danaher Corporation	+2.61%	1.6M	-1.2M	489.2K	42	66	-24
ABBV - AbbVie Inc.	-4.91%	5.7M	-7.9M	-2.2M	238	262	-24
HD - The Home Depot, Inc.	+4.57%	3.6M	-5.8M	-2.1M	206	229	-23
APH - Amphenol Corporation	+20.25%	6.2M	-1.7M	4.4M	43	65	-22
IDXX - IDEXX Laboratories, Inc.	+1.27%	17.9K	-106.1K	-88.2K	9	31	-22
ADI - Analog Devices, Inc.	+17.96%	568.9K	-701.9K	-133.0K	47	68	-21
XLG - Excel Legacy Corporation		68.8K	-2.1M	-2.0M	12	33	-21
TJX - The TJX Companies, Inc.	-0.28%	5.7M	-2.5M	3.1M	81	102	-21
EMR - Emerson Electric Co.	+10.54%	607.1K	-1.3M	-690.8K	39	60	-21
MDY - State Street SPDR S&P MIDCAP 400 ETF Trust	+7.92%	114.6K	-110.1K	4.5K	34	55	-21
MS - Morgan Stanley Group Inc.		1.4M	-631.9K	777.6K	53	73	-20
EFV - iShares Trust - iShares MSCI EAFE Value ETF	+3.07%	1.8M	-324.9M	-323.1M	54	74	-20
MGK - Vanguard World Fund - Vanguard Mega Cap Growth ETF	+12.09%	48.0K	-441.7K	-393.7K	29	49	-20
MCK - McKesson Corporation		229.7K	-207.9K	21.9K	35	55	-20
SCHA - Smart Choice Automotive Group		1.8M	-1.1M	672.6K	57	76	-19
CB - Chubb Corporation		110.8K	-742.3K	-631.5K	47	66	-19
LHX - L3Harris Technologies, Inc.	-1.41%	327.5K	-472.1K	-144.5K	23	41	-18
ACWI - iShares Trust - iShares MSCI ACWI ETF	+7.49%	283.7K	-704.1K	-420.4K	16	34	-18
2330 - Taiwan Semiconductor Manufacturing Company Limited	+8.92%	1.7M	-3.2M	-1.5M	123	141	-18
COF - Capital One Financial Corporation	+11.00%	99.1K	-2.0M	-1.9M	25	43	-18
USMV - iShares Trust - iShares MSCI USA Min Vol Factor ETF	+1.46%	1.7M	-3.8M	-2.1M	53	71	-18
AKRE - Professionally Managed Portfolios - Akre Focus ETF	+4.65%	1.4M	-2.6M	-1.1M	4	22	-18
ISRG - Intuitive Surgical, Inc.	-2.10%	490.8K	-565.1K	-74.3K	57	75	-18
SLYV - SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF	+7.77%	241.9K	-179.3K	62.6K	12	30	-18
CEG - Constellation Energy Group, Inc.		124.8K	-481.6K	-356.8K	24	42	-18
FTCS - First Trust Exchange-Traded Fund - First Trust Capital Strength ETF	+0.83%	30.6K	-317.5K	-286.9K	9	26	-17
LRCX - Lam Research Corporation	+20.93%	5.6M	-9.3M	-3.7M	82	99	-17
XLF - The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF	+5.93%	2.6M	-4.8M	-2.2M	71	88	-17
SCHC - Schwab Strategic Trust - Schwab International Small-Cap Equity ETF	+6.01%	220.9K	-290.7K	-69.8K	10	27	-17
MOAT - Castleguard Energy Inc.		812.8K	-529.1K	283.7K	22	39	-17
IWD - iShares Trust - iShares Russell 1000 Value ETF	+5.71%	362.8K	-1.1M	-738.0K	61	78	-17
SHW - The Sherwin-Williams Company	+4.39%	174.5K	-205.8K	-31.3K	19	35	-16
MCO - Motor Coach Industries International, Inc.		141.6K	-701.8K	-560.1K	15	31	-16
KO - The Coca-Cola Company	-1.78%	7.8M	-19.7M	-12.0M	119	135	-16
KLAC - KLA Corporation	+21.25%	1.2M	-468.6K	707.6K	59	75	-16
WMT - Walmart Inc.	+4.28%	9.6M	-5.7M	3.8M	317	332	-15
PH - Parker-Hannifin Corporation	+8.65%	588.0K	-155.4K	432.6K	34	49	-15
DIA - State Street SPDR Dow Jones Industrial Average ETF Trust	+6.13%	127.7K	-108.7K	19.1K	29	44	-15
CWB - SPDR Series Trust - State Street SPDR Bloomberg Convertible Securities ETF	+9.28%	117.4K	-471.0K	-353.6K	9	24	-15
VCR - Sensory Science Corporation		2.8K	-31.9M	-31.9M	6	21	-15
ASML - ASML Holding N.V.	+10.46%	308.5K	-203.6K	104.8K	60	75	-15
APP.WSCL - American Apparel, LLC		48.7K	-192.2K	-143.5K	15	30	-15
EXPE - Expedia, Inc.		153.8K	-356.4K	-202.7K	6	20	-14
NEM - Newmont Corporation	+0.97%	1.2M	-2.7M	-1.5M	29	43	-14
BRK.A - Berkshire Hathaway Inc.	-2.23%	1.9M	-119.7M	-117.8M	429	443	-14
IJR - iShares Trust - iShares Core S&P Small-Cap ETF	+8.66%	2.6M	-2.8M	-223.2K	173	187	-14
ESGU - iShares Trust - iShares ESG Aware MSCI USA ETF	+8.43%	102.1K	-202.5K	-100.3K	21	35	-14
WMB - The Williams Companies, Inc.	-3.23%	1.2M	-4.3M	-3.1M	26	40	-14
TFC - SCM Trust - Shelton Greater China Fund		476.9K	-2.7M	-2.2M	15	29	-14
PAUG - Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August	+3.89%	45.7K	-972.1K	-926.4K	1	14	-13
DE - Deere & Company	+4.26%	968.0K	-359.8K	608.3K	55	68	-13
HCA - HCA Healthcare, Inc.		14.1K	-364.5K	-350.4K	12	25	-13
EXAS - Exact Sciences Corporation		0.00	-1.6M	-1.6M	0	13	-13