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13F Stats

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

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Top Funds Most Added (by net shares purchased)

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Most Added (by net shares purchased)

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Top Funds Most Sold (by net shares sold)

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Most Sold (by net shares sold)

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Top Funds Most Added (by num funds)

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Most Added (by num funds)

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Top Funds Most Sold (by num funds)

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Most Sold (by num funds)

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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.		1.4B	-74.6M	1.3B	375	230	145
VZ - Verizon Communications Inc.	-2.45%	800.2M	-54.2M	746.0M	510	341	169
SAIL - SailPoint Technologies Holdings, Inc.		496.5M	0.00	496.5M	20	0	20
VG - Vonage Holdings Corp.		381.6M	0.00	381.6M	14	0	14
HYG - Structured Products Corp Corts Trust Verizon MD Debentures		332.3M	-19.9M	312.4M	184	84	100
PM - Philip Morris International Inc.	+13.54%	324.1M	-40.7M	283.4M	422	273	149
CHWY - Chewy, Inc.	+27.01%	236.8M	-7.3M	229.5M	25	20	5
CRWV - CoreWeave, Inc.	+345.52%	177.0M	0.00	177.0M	25	0	25
MER - Merrill Lynch & Co., Inc.		208.9M	-32.1M	176.8M	592	475	117
ABT - Abbott Laboratories	+1.82%	196.9M	-28.2M	168.8M	461	483	-22
016547735 - AB Svensk Exportkredit (publ)		165.2M	-1.7M	163.5M	12	4	8
ITUB4 - Itaú Unibanco Holding S.A.	+26.90%	164.0M	-7.3M	156.7M	24	7	17
VEA - Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF	+13.47%	262.4M	-109.7M	152.8M	685	520	165
GE - General Electric Company	+23.35%	194.1M	-43.1M	151.0M	297	237	60
BMY - Bristol-Myers Squibb Company	-21.21%	173.6M	-34.8M	138.8M	223	196	27
SARO - SARS Corporation		136.1M	-32.1K	136.1M	17	1	16
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF	+13.70%	170.1M	-36.4M	133.7M	440	297	143
KO - The Coca-Cola Company	+0.33%	290.3M	-161.5M	128.9M	529	482	47
XOM - Exxon Mobil Corporation	-4.79%	250.6M	-131.9M	118.8M	1236	1038	198
SCHF - Schwab Strategic Trust - Schwab International Equity ETF	+12.87%	164.0M	-49.1M	115.0M	229	228	1
BAC - BankAmerica Corp.		271.8M	-157.2M	114.7M	452	455	-3
AMGN - Amgen Inc.	-3.43%	121.4M	-12.3M	109.1M	468	319	149
JPST - JPS Industries, Inc.		118.4M	-10.3M	108.0M	313	154	159
CVS - Americus Trust for Chevron Shares		118.5M	-12.7M	105.8M	132	74	58
LGMK - LogicMark, Inc.	-84.75%	105.3M	0.00	105.3M	2	0	2
PLTR - Palantir Technologies Inc.	+59.19%	178.7M	-74.6M	104.1M	303	320	-17
SVCO - Silvaco Group, Inc.	+12.72%	101.3M	0.00	101.3M	2	0	2
MDLZ - Mondelez International, Inc.	+2.39%	113.1M	-14.0M	99.1M	129	115	14
BABA - Baby All Corp.		124.8M	-26.3M	98.5M	218	107	111
VWO - Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF	+10.84%	144.0M	-49.7M	94.3M	544	385	159
USAS - USA Talks.com, Inc.		94.2M	0.00	94.2M	2	0	2
CVX - The Cleveland Electric Illuminating Company		110.6M	-19.1M	91.5M	941	632	309
COP - Copley Properties, Inc.		104.6M	-14.0M	90.7M	218	129	89
CNQ - Canadian Natural Resources Limited	+5.99%	225.6M	-138.1M	87.5M	79	46	33
MO - Altria Group, Inc.	+1.11%	103.9M	-18.9M	85.0M	215	121	94
TIC - Travelers Corp.		81.2M	0.00	81.2M	16	0	16
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF	+18.96%	80.5M	0.00	80.5M	1	0	1
TDTT - FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund	+0.86%	78.4M	-93.8K	78.3M	10	6	4
SLB - Schlumberger Limited	-13.99%	95.6M	-19.6M	76.0M	130	90	40
IVV - iShares Trust - iShares Core S&P 500 ETF	+12.14%	135.1M	-61.3M	73.8M	1167	1109	58
6758 - Sony Group Corporation	+0.75%	86.8M	-15.0M	71.8M	23	38	-15
BATS - British American Tobacco p.l.c.	+18.77%	73.3M	-2.1M	71.1M	33	24	9
ABBV - AbbVie Inc.	-8.83%	138.2M	-67.9M	70.3M	868	837	31
SCHX - Schwab Strategic Trust - Schwab U.S. Large-Cap ETF	+12.52%	106.6M	-37.4M	69.2M	240	276	-36
JNJ - Johnson & Johnson	-5.12%	151.3M	-82.6M	68.8M	1135	993	142
UBS - MedImmune Oncology Inc.		91.9M	-24.8M	67.0M	40	25	15
INFO - IHS Markit Ltd.		67.4M	-1.9M	65.5M	8	2	6
SPTL - SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF	-2.49%	75.3M	-11.2M	64.1M	82	59	23
BP. - BP p.l.c.	-7.00%	76.0M	-13.6M	62.5M	49	34	15
SPLG - SPDR Series Trust - SPDR Portfolio S&P 500 ETF	+12.21%	93.2M	-32.2M	61.0M	370	269	101
RPR.UN - Ravelin Properties REIT		66.5M	-5.6M	60.9M	39	21	18
UBER - Uber Technologies, Inc.	+28.51%	122.8M	-62.9M	59.9M	371	211	160
CGDV - Capital Group Dividend Value ETF	+13.11%	61.5M	-1.6M	59.8M	144	29	115
SPY - Serenpet Inc		265.8M	-207.4M	58.5M	1362	1346	16
ACHR - Archer Aviation Inc.	+43.04%	76.2M	-19.0M	57.1M	13	16	-3
SCHD - Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF	-1.22%	101.0M	-47.2M	53.9M	467	306	161
PETR4 - Petróleo Brasileiro S.A. - Petrobras	-4.57%	75.0M	-21.1M	53.9M	34	31	3
GERN - Geron Corporation	-10.06%	90.0M	-37.5M	52.4M	12	10	2
LLY - Eli Lilly and Company	-5.28%	95.8M	-44.3M	51.5M	1137	934	203
SO - Southern Community Capital Trust V		53.0M	-1.6M	51.4M	215	116	99
AGG - iShares Trust - iShares Core U.S. Aggregate Bond ETF	+0.85%	82.6M	-32.5M	50.1M	548	366	182
INFY - Infosys Limited	+5.14%	57.8M	-8.6M	49.2M	25	24	1
NOKIA - Nokia Oyj	-0.93%	54.3M	-5.6M	48.7M	15	7	8
ASHR - DBX ETF Trust - Xtrackers Harvest CSI 300 China A-Shares ETF	+4.40%	62.7M	-14.2M	48.5M	28	17	11
WMT - Walmart Inc.	+12.31%	261.8M	-214.6M	47.2M	850	1054	-204
V - Vivra, Inc.		97.2M	-50.4M	46.8M	1191	1236	-45
532174 - ICICI Bank Ltd		51.0M	-4.6M	46.4M	33	20	13
CPNG - Coupang, Inc.	+38.12%	69.0M	-22.8M	46.3M	47	37	10
EQTY - Equity Oil Company		45.8M	0.00	45.8M	1	0	1
TD - The Toronto-Dominion Bank	+26.79%	74.6M	-29.1M	45.5M	58	44	14
SBUX - Starbucks Corporation	-3.04%	85.3M	-40.0M	45.2M	186	275	-89
SHOP - eBay Marketplace Israel Ltd.		67.4M	-23.7M	43.6M	120	107	13
K - Kinross Gold Corporation	+26.03%	62.5M	-19.7M	42.8M	23	21	2
CQP - Citigroup Funding Inc.		64.6M	-21.9M	42.7M	160	99	61
SCHP - Schwab Strategic Trust - Schwab U.S. TIPS ETF	+0.19%	49.2M	-7.2M	42.1M	118	80	38
TEVA - Teva Pharmaceutical Industries Limited	+10.67%	64.4M	-22.5M	41.9M	38	32	6
C - Citigroup Capital VI		54.0M	-13.0M	41.0M	176	159	17
SCHB - Schreiner Bancshares Inc		77.9M	-37.1M	40.7M	184	197	-13
ASTS - AST SpaceMobile, Inc.	+100.53%	41.2M	-942.6K	40.3M	14	10	4
SE - Spectra Energy Corp		50.8M	-11.0M	39.8M	81	48	33
MU - Micron Technology, Inc.	+40.74%	70.3M	-30.5M	39.8M	188	132	56
QQQ - Invesco QQQ Trust, Series 1	+18.75%	166.6M	-127.2M	39.4M	1034	1031	3
AMTM - Amentum Holdings, Inc.	+33.02%	60.9M	-22.1M	38.8M	28	18	10
XLE - The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund	-6.11%	59.1M	-21.5M	37.6M	242	258	-16
KDP - Keurig Dr Pepper Inc.	-0.56%	47.9M	-10.7M	37.2M	38	29	9
PSX - Pacific Scientific Company		37.5M	-1.1M	36.4M	87	67	20
CL - Colgate-Palmolive Company		49.5M	-13.4M	36.2M	114	118	-4
MFC - Metropolitan Financial Corporation		58.8M	-22.9M	36.0M	29	32	-3
AQN - Algonquin Power & Utilities Corp.	+13.94%	43.2M	-7.7M	35.5M	14	9	5
OXY - Oxy Capital Trust I		37.8M	-2.4M	35.4M	77	30	47
HDFCBANK - HDFC Bank Limited	+15.20%	47.9M	-12.7M	35.2M	59	50	9
INTE - Industrial Technologies Inc.		34.7M	0.00	34.7M	1	0	1
VALE3 - Vale S.A.	+2.40%	64.1M	-29.4M	34.7M	21	29	-8
ENB - Enbridge Inc.	+2.51%	100.4M	-65.9M	34.5M	93	115	-22
BIV - Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF	+1.57%	39.7M	-5.2M	34.5M	201	118	83
AVBP - ArriVent BioPharma, Inc.	+12.33%	37.1M	-2.6M	34.4M	4	2	2
MAZE - Maze Therapeutics, Inc.	+4.45%	34.3M	0.00	34.3M	17	0	17
DBK - Deutsche Bank Aktiengesellschaft	+25.23%	111.0M	-77.0M	34.0M	20	15	5
VTI - Vanguard Index Funds - Vanguard Total Stock Market ETF	+12.41%	91.6M	-57.7M	33.9M	946	805	141
CCMG - EA Series Trust - CCM Global Equity ETF	+7.79%	33.6M	0.00	33.6M	1	0	1

Ticker	Current Return	Total Shares Added	Total Shares Decreased	Net Shares Changed	Num Funds Adding	Num Funds Decreasing	Net Num Funds Adding
VOO - Vanguard Index Funds - Vanguard S&P 500 ETF	+12.28%	85.8M	-70.2M	15.6M	1146	788	358
META - Meta Platforms, Inc.	+24.85%	94.8M	-122.5M	-27.7M	1761	1433	328
BRK.A - Berkshire Hathaway Inc.	-8.93%	65.6M	-39.2M	26.4M	1739	1426	313
CVX - The Cleveland Electric Illuminating Company		110.6M	-19.1M	91.5M	941	632	309
GLD - Santa Fe Pacific Gold Corporation		54.3M	-72.8M	-18.5M	583	330	253
AMZN - Amazon.com, Inc.	+17.42%	352.7M	-483.5M	-130.8M	2432	2189	243
CRM.A - Corimon C.A.		50.0M	-23.2M	26.8M	611	370	241
RSP - Southern Pacific Rail Corporation		35.0M	-15.0M	20.0M	486	255	231
VTV - Vanguard Index Funds - Vanguard Value ETF	+4.56%	29.5M	-16.4M	13.1M	658	428	230
NVDA - NVIDIA Corporation	+47.03%	782.7M	-1.5B	-670.4M	2278	2065	213
BND - Boundless Corp.		69.8M	-78.9M	-9.0M	455	250	205
LLY - Eli Lilly and Company	-5.28%	95.8M	-44.3M	51.5M	1137	934	203
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF	+3.00%	29.7M	-7.1M	22.5M	371	169	202
XOM - Exxon Mobil Corporation	-4.79%	250.6M	-131.9M	118.8M	1236	1038	198
QUAL - Quality Semiconductor, Inc.		18.5M	-4.6M	13.9M	391	203	188
AGG - iShares Trust - iShares Core U.S. Aggregate Bond ETF	+0.85%	82.6M	-32.5M	50.1M	548	366	182
VO - The Seagram Co. Ltd.		8.6M	-3.5M	5.1M	481	302	179
VZ - Verizon Communications Inc.	-2.45%	800.2M	-54.2M	746.0M	510	341	169
JAAA - Janus Detroit Street Trust - Janus Henderson AAA CLO ETF	+1.55%	47.1M	-25.9M	21.2M	266	99	167
VEA - Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF	+13.47%	262.4M	-109.7M	152.8M	685	520	165
IJH - iShares Trust - iShares Core S&P Mid-Cap ETF	+9.67%	84.2M	-54.9M	29.3M	625	462	163
SCHD - Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF	-1.22%	101.0M	-47.2M	53.9M	467	306	161
UBER - Uber Technologies, Inc.	+28.51%	122.8M	-62.9M	59.9M	371	211	160
JPST - JPS Industries, Inc.		118.4M	-10.3M	108.0M	313	154	159
VWO - Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF	+10.84%	144.0M	-49.7M	94.3M	544	385	159
AVUV - American Century ETF Trust - Avantis U.S. Small Cap Value ETF	+9.52%	16.4M	-6.8M	9.7M	297	141	156
PM - Philip Morris International Inc.	+13.54%	324.1M	-40.7M	283.4M	422	273	149
AMGN - Amgen Inc.	-3.43%	121.4M	-12.3M	109.1M	468	319	149
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF	+14.58%	15.6M	-1.0B	-1.0B	188	41	147
T - AT&T Corp.		1.4B	-74.6M	1.3B	375	230	145
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF	+13.70%	170.1M	-36.4M	133.7M	440	297	143
JNJ - Johnson & Johnson	-5.12%	151.3M	-82.6M	68.8M	1135	993	142
VTI - Vanguard Index Funds - Vanguard Total Stock Market ETF	+12.41%	91.6M	-57.7M	33.9M	946	805	141
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF	+1.15%	30.1M	-5.9M	24.2M	212	75	137
BINC - BlackRock ETF Trust II - iShares Flexible Income Active ETF	+2.23%	15.4M	-3.6M	11.8M	175	43	132
DYNF - BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF	+13.32%	29.8M	-5.2M	24.6M	196	64	132
VCIT - Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF	+2.42%	33.7M	-15.6M	18.0M	270	143	127
IBIT - ETF Series Solutions - Defiance Daily Short Digitizing the Economy ETF		34.5M	-52.0M	-17.5M	205	78	127
LIN - LIN Media LLC		28.9M	-7.8M	21.1M	303	182	121
MER - Merrill Lynch & Co., Inc.		208.9M	-32.1M	176.8M	592	475	117
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF	+12.57%	34.8M	-36.9M	-2.1M	213	96	117
CGDV - Capital Group Dividend Value ETF	+13.11%	61.5M	-1.6M	59.8M	144	29	115
BABA - Baby All Corp.		124.8M	-26.3M	98.5M	218	107	111
PYLD - PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund	+2.08%	36.4M	-6.2M	30.3M	140	30	110
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF	+13.95%	24.5M	-2.0B	-2.0B	169	61	108
VXUS - Vanguard STAR Funds - Vanguard Total International Stock ETF	+12.71%	35.1M	-21.9M	13.2M	275	168	107
BIL - SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF	+1.13%	39.3M	-31.8M	7.5M	335	228	107
VB - Vanguard Index Funds - Vanguard Small-Cap ETF	+10.04%	10.8M	-17.1M	-6.2M	482	377	105
HON - Honeywell, Inc.		9.4M	-10.8M	-1.4M	310	206	104
IAU - iShares Gold Trust	+6.63%	17.0M	-84.2M	-67.2M	278	174	104
IEF - iShares Trust - iShares 7-10 Year Treasury Bond ETF	+0.65%	42.3M	-27.5M	14.8M	226	125	101
BNDX - Vanguard Charlotte Funds - Vanguard Total International Bond ETF	+2.00%	21.1M	-21.5M	-449.5K	207	106	101
SPLG - SPDR Series Trust - SPDR Portfolio S&P 500 ETF	+12.21%	93.2M	-32.2M	61.0M	370	269	101
HYG - Structured Products Corp Corts Trust Verizon MD Debentures		332.3M	-19.9M	312.4M	184	84	100
DFSV - Delta Federal Savings, FSB		9.1M	-1.4M	7.8M	139	39	100
SO - Southern Community Capital Trust V		53.0M	-1.6M	51.4M	215	116	99
MCD - McDonald's Corporation	-5.32%	32.2M	-24.9M	7.2M	606	508	98
AIG - American International Group, Inc.		44.6M	-23.8M	20.8M	326	231	95
MO - Altria Group, Inc.	+1.11%	103.9M	-18.9M	85.0M	215	121	94
DUK - Duke Energy Corporation		17.8M	-9.6M	8.2M	230	136	94
SGOV - iShares Trust - iShares 0-3 Month Treasury Bond ETF	+1.14%	26.1M	-11.8M	14.3M	249	158	91
XLF - The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund	+7.15%	145.0M	-209.2M	-64.2M	334	245	89
IVE - iShares Trust - iShares S&P 500 Value ETF	+4.69%	17.6M	-3.1M	14.5M	302	213	89
COP - Copley Properties, Inc.		104.6M	-14.0M	90.7M	218	129	89
AVLV - American Century ETF Trust - Avantis U.S. Large Cap Value ETF	+7.43%	6.0M	-2.9M	3.0M	122	33	89
AVDV - Avalon Development Enterprises Inc.		12.1M	-493.7K	11.6M	134	46	88
ANET - Authorize.Net Holdings, Inc.		34.6M	-4.8M	29.8M	165	77	88
VYM - Delaware Investments Minnesota Municipal Income Fund III		6.3M	-11.2M	-4.9M	325	237	88
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF	+0.88%	20.7M	-4.3M	16.3M	120	33	87
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF	+1.41%	12.3M	-3.5B	-3.4B	148	62	86
VIG - Van Kampen Investment Grade Fund		17.4M	-19.6M	-2.2M	468	383	85
AVEM - American Century ETF Trust - Avantis Emerging Markets Equity ETF	+16.63%	10.2M	-5.8M	4.4M	160	75	85
VCSH - Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF	+1.68%	20.2M	-13.9M	6.3M	289	204	85
VGIT - Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF	+1.04%	19.5M	-16.8M	2.8M	187	103	84
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF	+1.78%	7.4M	-6.9M	511.9K	128	45	83
BIV - Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF	+1.57%	39.7M	-5.2M	34.5M	201	118	83
SPMD - SuperMedia Inc.		10.1M	-1.9M	8.3M	134	51	83
VTIP - Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF	+0.81%	15.1M	-932.8M	-917.7M	173	92	81
CGGR - Capital Group Growth ETF	+19.21%	15.6M	-4.6M	10.9M	116	35	81
MSTR - Morningstar Group, Inc.		20.3M	-25.9M	-5.6M	118	37	81
IEFA - iShares Trust - iShares Core MSCI EAFE ETF	+12.46%	82.6M	-73.0M	9.7M	484	406	78
CB - Chubb Corporation		31.4M	-4.4M	27.0M	221	144	77
VRT - GS Acquisition Holdings Corp		18.1M	-5.6M	12.5M	122	45	77
QQQM - Global X Funds - Global X NASDAQ 400 Mid Cap ETF		4.7M	-10.6M	-5.8M	182	107	75
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF	+9.60%	25.4M	-6.2M	19.2M	131	58	73
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF	+9.21%	7.9M	-3.5M	4.4M	144	72	72
SPYV - SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF	+4.71%	40.8M	-20.7M	20.0M	235	163	72
ASML - ASML Holding N.V.	+20.22%	9.6M	-3.3M	6.3M	197	125	72
HEFA - iShares Trust - iShares Currency Hedged MSCI EAFE ETF	+5.17%	16.3M	-2.7M	13.7M	103	32	71
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF	+4.19%	12.6M	-965.3K	11.6M	94	23	71
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF	+14.00%	10.6M	-18.7M	-8.1M	155	84	71
STIP - iShares Trust - iShares 0-5 Year TIPS Bond ETF	+0.88%	6.8M	-2.9M	3.9M	138	68	70
VNQ - Vanguard Specialized Funds - Vanguard Real Estate ETF	+0.40%	21.1M	-13.4M	7.7M	294	224	70
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF	+10.54%	7.5M	-7.2M	261.9K	185	117	68
ED - Consolidated Edison Company of New York, Inc.		33.9M	-1.2M	32.7M	99	32	67
EMB - iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF	+3.90%	11.9M	-7.9M	4.0M	131	65	66
IBDT - iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF	+1.64%	8.3M	-530.8K	7.8M	85	20	65
TLH - iShares Trust - iShares 10-20 Year Treasury Bond ETF	-1.97%	25.7M	-8.1M	17.6M	113	49	64
MINT - Micro Integration Corp.		6.0M	-19.1M	-13.1M	125	61	64
ARCC - Allied Riser Communications Corp.		10.1M	-565.8K	9.5M	87	24	63

Ticker	Current Return	Total Shares Added	Total Shares Decreased	Net Shares Changed	Num Funds Adding	Num Funds Decreasing	Net Num Funds Adding
AAPL - Apple Inc.	-6.32%	417.5M	-753.7M	-336.3M	2062	3078	-1016
GOOGL - Alphabet Inc.		328.3M	-621.8M	-293.5M	2324	2748	-424
AVGO - Broadcom Inc.		218.9M	-349.1M	-130.2M	1030	1428	-398
TSLA - Tesla, Inc.	+16.03%	176.4M	-311.3M	-135.0M	866	1230	-364
SPY - SPDR S&P 500 ETF Trust	+10.74%	0.00	-78.5M	-78.5M	0	299	-299
CRM - Salesforce, Inc.	+1.64%	0.00	-124.1M	-124.1M	0	287	-287
NOW - ServiceNow, Inc.	+27.10%	0.00	-58.7M	-58.7M	0	258	-258
IWF - iShares Trust - iShares Russell 1000 Growth ETF	+16.46%	4.9M	-8.1M	-3.2M	293	518	-225
WMT - Walmart Inc.	+12.17%	261.8M	-214.6M	47.2M	850	1054	-204
IWM - iShares Trust - iShares Russell 2000 ETF	+9.59%	180.4M	-150.2M	30.2M	405	577	-172
BAC - Bank of America Corporation	+16.06%	937.2K	-247.9M	-247.0M	3	172	-169
DIS - The Walt Disney Company	+25.65%	36.1M	-355.0M	-318.8M	363	524	-161
ORCL - Oracle Corporation	+57.18%	55.5M	-128.7M	-73.2M	539	699	-160
CSCO - Cisco Systems, Inc.	+12.72%	210.5M	-185.9M	24.7M	508	667	-159
WFC - Wells Fargo & Company		73.0M	-170.3M	-97.3M	254	406	-152
ANET - Arista Networks Inc	+27.66%	0.00	-89.1M	-89.1M	0	152	-152
JPM - JPMorgan Chase & Co.	+19.12%	0.00	-47.5M	-47.5M	0	152	-152
ACN - Accenture plc	-2.54%	0.00	-40.1M	-40.1M	0	146	-146
HON - Honeywell International Inc.	+13.34%	0.00	-21.6M	-21.6M	0	139	-139
JPM - J.P. Morgan & Co. Incorporated		93.8M	-63.3M	30.5M	1438	1575	-137
AXP - American Express Company	+20.28%	0.00	-25.1M	-25.1M	0	116	-116
V - Visa Inc.	+1.60%	0.00	-33.6M	-33.6M	0	115	-115
LOW - Lowe's Companies, Inc.	-1.45%	5.8M	-12.2M	-6.5M	244	355	-111
COST - Costco Wholesale Corporation	+4.38%	22.1M	-17.9M	4.2M	970	1080	-110
FI - Frank's International N.V.		15.9M	-19.8M	-3.9M	159	268	-109
MRVL - Marvell Technology, Inc.	+23.97%	19.3M	-91.0M	-71.7M	83	190	-107
EMR - Emerson Electric Co.	+24.14%	9.6M	-21.7M	-12.1M	128	227	-99
MRK - Merck & Co., Inc.	-7.94%	131.5M	-139.5M	-8.0M	591	684	-93
CVX - Chevron Corporation	-11.92%	0.00	-33.7M	-33.7M	0	92	-92
VRT - Vertiv Holdings Co	+69.78%	0.00	-21.0M	-21.0M	0	91	-91
SBUX - Starbucks Corporation	-2.55%	85.3M	-40.0M	45.2M	186	275	-89
RSP - Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF	+6.58%	0.00	-20.4M	-20.4M	0	82	-82
UNH - UnitedHealth Group Incorporated	-37.29%	51.1M	-51.2M	-185.6K	840	922	-82
EFV - iShares Trust - iShares MSCI EAFE Value ETF	+10.26%	16.6M	-34.4M	-17.8M	124	206	-82
AMD - Advanced Micro Devices, Inc.	+32.48%	108.2M	-422.2M	-314.0M	292	374	-82
AXP - American Express Company Capital Trust I		6.9M	-7.9M	-993.4K	230	311	-81
BKNG - Booking Holdings Inc.	+24.61%	0.00	-2.5M	-2.5M	0	80	-80
XLK - The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund	+21.75%	14.5M	-35.3M	-20.8M	337	416	-79
CAT - Caterpillar Inc.	+19.10%	4.4M	-72.2M	-67.8M	311	389	-78
EFA - iShares Trust - iShares MSCI EAFE ETF	+11.08%	35.1M	-42.4M	-7.3M	276	352	-76
IBIT - iShares Bitcoin Trust ETF	+27.84%	0.00	-41.0M	-41.0M	0	76	-76
COP - ConocoPhillips	-11.66%	0.00	-18.5M	-18.5M	0	75	-75
EFG - Emphesys Financial Group		4.8M	-27.5M	-22.7M	92	166	-74
APP - AppLovin Corporation	+27.07%	0.00	-20.4M	-20.4M	0	73	-73
FDX - FedEx Corporation	-3.26%	0.00	-5.0M	-5.0M	0	72	-72
CEG - Constellation Energy Corporation	+52.92%	0.00	-11.3M	-11.3M	0	70	-70
MDY - SPDR S&P MidCap 400 ETF Trust	+7.88%	3.3M	-805.4K	2.5M	116	186	-70
MAR - Marriott International, Inc.		630.7K	-4.6M	-4.0M	53	123	-70
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF	+8.91%	716.9K	-6.8M	-6.0M	33	102	-69
XYZ - Block, Inc.	+25.66%	0.00	-26.3M	-26.3M	0	68	-68
LULU - lululemon athletica inc.	-13.40%	1.5M	-7.9M	-6.4M	44	110	-66
MA - Mastercard Incorporated	+3.17%	35.0M	-37.2M	-2.2M	739	804	-65
C - Citigroup Inc.	+22.50%	0.00	-44.8M	-44.8M	0	63	-63
SHOP - Shopify Inc.	+18.00%	0.00	-59.2M	-59.2M	0	62	-62
VST - Vistra Corp.	+57.81%	0.00	-14.0M	-14.0M	0	61	-61
SMAR - Smartsheet Inc.		0.00	-45.4M	-45.4M	0	60	-60
T - AT&T Inc.	+3.20%	0.00	-58.7M	-58.7M	0	60	-60
CRWD - CrowdStrike Holdings, Inc.	+39.56%	0.00	-5.5M	-5.5M	0	60	-60
BABA - Alibaba Group Holding Limited	-12.37%	0.00	-29.3M	-29.3M	0	60	-60
VIG - Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF	+6.68%	0.00	-9.7M	-9.7M	0	59	-59
XLY - The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund	+10.77%	5.6M	-9.3M	-3.7M	114	172	-58
IVW - iShares Trust - iShares S&P 500 Growth ETF	+17.52%	18.6M	-15.6M	3.0M	308	365	-57
HYG - iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF	+3.13%	0.00	-69.2M	-69.2M	0	56	-56
IWB - iShares Trust - iShares Russell 1000 ETF	+10.92%	4.3M	-5.5M	-1.2M	140	196	-56
DAL - Delta Air Lines, Inc.	+12.72%	24.6M	-34.2M	-9.6M	45	101	-56
COIN - Coinbase Global, Inc.	+94.70%	0.00	-48.2M	-48.2M	0	55	-55
ETN - Eaton Corporation plc	+31.07%	11.1M	-21.5M	-10.5M	244	299	-55
MSI - Motorola Solutions, Inc.	-2.52%	0.00	-3.0M	-3.0M	0	54	-54
HCP - HashiCorp, Inc.		0.00	-33.3M	-33.3M	0	54	-54
VO - Vanguard Index Funds - Vanguard Mid-Cap ETF	+9.24%	0.00	-3.1M	-3.1M	0	54	-54
PYPL - PayPal Holdings, Inc.		24.4M	-42.2M	-17.8M	159	212	-53
RTX - RTX Corporation	+9.41%	0.00	-7.5M	-7.5M	0	53	-53
USMV - iShares Trust - iShares MSCI USA Min Vol Factor ETF	+1.00%	12.0M	-8.3M	3.7M	163	215	-52
MSFT - Microsoft Corporation	+31.32%	248.2M	-325.7M	-77.5M	2586	2638	-52
SPYG - SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF	+17.55%	0.00	-27.6M	-27.6M	0	51	-51
ADP - Automatic Data Processing, Inc.	+2.01%	0.00	-4.1M	-4.1M	0	50	-50
SUM - Summit Materials, Inc.		0.00	-20.3M	-20.3M	0	49	-49
SNOW - Snowflake Inc.	+47.76%	0.00	-21.7M	-21.7M	0	49	-49
USB - U.S. Bancorp	+11.33%	0.00	-66.0M	-66.0M	0	49	-49
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF	+16.22%	0.00	-11.5M	-11.5M	0	48	-48
GLD - SPDR Gold Trust	+6.74%	0.00	-20.7M	-20.7M	0	48	-48
CMI - Cummins Inc.	+5.76%	0.00	-1.6M	-1.6M	0	48	-48
HD - The Home Depot, Inc.	+2.45%	56.3M	-48.5M	7.8M	979	1026	-47
STZ - Constellation Brands, Inc.	-8.82%	6.9M	-8.2M	-1.3M	53	100	-47
VGT - Vanguard World Fund - Vanguard Information Technology ETF	+21.16%	776.7K	-1.7M	-879.3K	193	240	-47
QUAL - iShares Trust - iShares MSCI USA Quality Factor ETF	+7.57%	0.00	-4.7M	-4.7M	0	46	-46
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF	+4.35%	7.9M	-8.8M	-913.7K	89	135	-46
TT - Trane Technologies plc	+29.15%	11.6M	-4.7M	6.9M	24	70	-46
UNP - Union Pacific Corporation	+0.32%	7.4M	-16.8M	-9.3M	276	321	-45
PAYX - Paychex, Inc.	-3.76%	3.0M	-2.8M	202.2K	84	129	-45
V - Vivra, Inc.		97.2M	-50.4M	46.8M	1191	1236	-45
BX - Blackstone Inc.		10.0M	-46.3M	-36.4M	227	272	-45
IWV - iShares Trust - iShares Russell 3000 ETF	+10.81%	516.7K	-12.0M	-11.5M	58	103	-45
CMG - Chipotle Mexican Grill, Inc.	+15.99%	31.6M	-106.9M	-75.3M	108	152	-44
WSM - Williams-Sonoma, Inc.	+7.53%	1.6M	-2.6M	-931.0K	31	75	-44
ESGU - iShares Trust - iShares ESG Aware MSCI USA ETF	+10.96%	3.1M	-2.0M	1.1M	62	106	-44
EFG - iShares Trust - iShares MSCI EAFE Growth ETF	+12.41%	0.00	-9.6M	-9.6M	0	44	-44
PH - Parker-Hannifin Corporation	+16.03%	1.4M	-5.1M	-3.7M	104	148	-44
AXON - Axon Enterprise, Inc.	+47.42%	0.00	-2.2M	-2.2M	0	43	-43
EDR - Endeavor Group Holdings, Inc.		0.00	-251.4M	-251.4M	0	43	-43

Ticker	Current Return	Total Shares Added	Total Shares Decreased	Net Shares Changed	Num Funds Adding	Num Funds Decreasing	Net Num Funds Adding
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF	+1.32%	12.3M	-3.5B	-3.4B	148	62	86
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF	+10.01%	13.0M	-2.1B	-2.0B	142	85	57
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF	+13.11%	24.5M	-2.0B	-2.0B	169	61	108
SCHG - Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF	+16.01%	92.2M	-1.6B	-1.5B	289	256	33
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF	+12.75%	15.6M	-1.0B	-1.0B	188	41	147
VTIP - Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF	+0.86%	15.1M	-932.8M	-917.7M	173	92	81
NVDA - NVIDIA Corporation	+45.56%	782.7M	-1.5B	-670.4M	2277	2065	212
AAPL - Apple Inc.	-9.36%	417.5M	-753.7M	-336.3M	2062	3077	-1015
ABEV3 - Ambev S.A.	+2.17%	9.4M	-330.0M	-320.6M	9	16	-7
DIS - The Walt Disney Company	+24.48%	36.1M	-355.0M	-318.8M	363	524	-161
AMD - Advanced Micro Devices, Inc.	+39.97%	108.2M	-422.2M	-314.0M	292	374	-82
GOOGL - Alphabet Inc.		328.3M	-621.8M	-293.5M	2324	2747	-423
EDR - Endeavor Group Holdings, Inc.		0.00	-251.4M	-251.4M	0	43	-43
BAC - Bank of America Corporation	+13.58%	937.2K	-247.9M	-247.0M	3	172	-169
UBSG - UBS Group AG	+12.05%	0.00	-240.8M	-240.8M	0	14	-14
HLN - Haleon plc	+2.11%	0.00	-197.4M	-197.4M	0	2	-2
SCHO - Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF	+1.13%	12.6M	-159.3M	-146.7M	119	79	40
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF	+11.11%	0.00	-144.7M	-144.7M	0	37	-37
TTWO - Take-Two Interactive Software, Inc.	+16.50%	2.3M	-145.6M	-143.2M	52	47	5
TSLA - Tesla, Inc.	+24.88%	176.4M	-311.3M	-135.0M	866	1230	-364
AMZN - Amazon.com, Inc.	+17.37%	352.7M	-483.5M	-130.8M	2432	2189	243
AVGO - Broadcom Inc.		218.9M	-349.1M	-130.2M	1029	1428	-399
CRM - Salesforce, Inc.	+2.21%	0.00	-124.1M	-124.1M	0	287	-287
PFE - Pfizer Inc.	-2.72%	167.0M	-282.1M	-115.1M	307	264	43
ENLC - EnLink Midstream, LLC		0.00	-112.5M	-112.5M	0	27	-27
HQY - HealthEquity, Inc.	+18.68%	1.2M	-109.0M	-107.9M	25	24	1
ALTM - Arcadium Lithium plc		0.00	-106.7M	-106.7M	0	32	-32
LLOY - Lloyds Banking Group plc	+14.25%	962.8K	-106.7M	-105.8M	4	10	-6
NU - Nu Holdings Ltd.	+29.39%	160.2M	-262.2M	-102.0M	82	49	33
GOVT - iShares Trust - iShares U.S. Treasury Bond ETF	+0.52%	66.7M	-164.4M	-97.7M	134	100	34
WFC - Wells Fargo & Company		73.0M	-170.3M	-97.3M	254	406	-152
ANET - Arista Networks Inc	+28.28%	0.00	-89.1M	-89.1M	0	152	-152
LVS - Las Vegas Sands Corp.	+14.96%	4.5M	-90.6M	-86.1M	18	23	-5
GSAT - Globalstar, Inc.	+12.85%	0.00	-85.9M	-85.9M	0	14	-14
SCHW - The Charles Schwab Corporation	+15.32%	131.0M	-213.6M	-82.6M	211	217	-6
ADT - The ADT Security Corporation		2.8M	-82.7M	-79.9M	6	4	2
SPY - SPDR S&P 500 ETF Trust	+10.25%	0.00	-78.5M	-78.5M	0	299	-299
ABX - Barrick Mining Corporation	+5.80%	0.00	-77.8M	-77.8M	0	12	-12
MSFT - Microsoft Corporation	+32.36%	248.2M	-325.7M	-77.5M	2586	2637	-51
INFN - Infinera Corporation		0.00	-77.2M	-77.2M	0	12	-12
MJUS - Amplify ETF Trust - Amplify U.S. Alternative Harvest ETF		0.00	-76.6M	-76.6M	0	2	-2
VTRS - Viatris Inc.	+4.93%	9.9M	-85.3M	-75.4M	21	34	-13
CMG - Chipotle Mexican Grill, Inc.	+9.64%	31.6M	-106.9M	-75.3M	108	152	-44
ADBE - Adobe Inc.	+0.60%	17.2M	-91.9M	-74.7M	424	465	-41
BN - Brookfield Corporation	+17.71%	0.00	-74.1M	-74.1M	0	16	-16
ORCL - Oracle Corporation	+50.92%	55.5M	-128.7M	-73.2M	539	699	-160
LESL - Leslie's, Inc.	-38.82%	0.00	-72.0M	-72.0M	0	4	-4
MRVL - Marvell Technology, Inc.	+25.46%	19.3M	-91.0M	-71.7M	83	190	-107
HYG - iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF	+3.35%	0.00	-69.2M	-69.2M	0	56	-56
CAT - Caterpillar Inc.	+17.21%	4.4M	-72.2M	-67.8M	311	389	-78
IAU - iShares Gold Trust	+4.56%	17.0M	-84.2M	-67.2M	278	174	104
USB - U.S. Bancorp	+8.38%	0.00	-66.0M	-66.0M	0	49	-49
SOFI - SoFi Technologies, Inc.	+47.72%	7.2M	-71.4M	-64.2M	26	46	-20
XLF - The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund	+4.63%	145.0M	-209.2M	-64.2M	334	245	89
CMCSA - Comcast Corporation	-3.41%	122.1M	-185.3M	-63.2M	246	205	41
HAIN - The Hain Celestial Group, Inc.	-64.10%	0.00	-63.1M	-63.1M	0	4	-4
APH - Amphenol Corporation	+49.17%	41.2M	-101.7M	-60.5M	133	135	-2
NEE - NextEra Energy, Inc.	+0.81%	32.9M	-93.2M	-60.4M	356	306	50
HPE - Hewlett Packard Enterprise Company	+20.19%	9.2M	-68.7M	-59.5M	31	68	-37
SHOP - Shopify Inc.	+19.03%	0.00	-59.2M	-59.2M	0	62	-62
NOW - ServiceNow, Inc.	+28.42%	0.00	-58.7M	-58.7M	0	258	-258
T - AT&T Inc.	+0.34%	0.00	-58.7M	-58.7M	0	60	-60
TXN - Texas Instruments Incorporated	+16.22%	21.2M	-77.7M	-56.5M	246	268	-22
EZU - iShares, Inc. - iShares MSCI Eurozone ETF	+13.67%	3.9M	-60.3M	-56.4M	19	12	7
CASH - Pathward Financial, Inc.	+10.08%	292.3K	-54.7M	-54.4M	7	13	-6
CLVT - Clarivate Plc	+9.67%	21.6M	-75.2M	-53.6M	9	9	0
AVTR - Avantor, Inc.	-16.53%	7.7M	-56.5M	-48.8M	19	17	2
COIN - Coinbase Global, Inc.	+105.21%	0.00	-48.2M	-48.2M	0	55	-55
JPM - JPMorgan Chase & Co.	+17.77%	0.00	-47.5M	-47.5M	0	152	-152
AAL - American Airlines Group Inc.	+6.92%	0.00	-47.1M	-47.1M	0	23	-23
SMAR - Smartsheet Inc.		0.00	-45.4M	-45.4M	0	60	-60
EZA - iShares, Inc. - iShares MSCI South Africa ETF	+10.67%	207.8K	-45.1M	-44.9M	5	5	0
C - Citigroup Inc.	+19.81%	0.00	-44.8M	-44.8M	0	63	-63
NXE - NexGen Energy Ltd.	+51.45%	0.00	-44.7M	-44.7M	0	10	-10
EQR - Equity Residential		1.1M	-45.6M	-44.5M	23	21	2
BA - The Boeing Company	+25.80%	19.5M	-64.1M	-44.5M	217	204	13
BARC - Barclays PLC	+21.16%	12.0M	-54.0M	-42.0M	8	17	-9
LXRX - Lexicon Pharmaceuticals, Inc.	+78.15%	11.2K	-41.3M	-41.3M	1	2	-1
OBDE - Blue Owl Capital Corporation III		0.00	-41.3M	-41.3M	0	17	-17
IBIT - iShares Bitcoin Trust ETF	+29.72%	0.00	-41.0M	-41.0M	0	76	-76
BANC - Banc of California, Inc.		4.0M	-44.3M	-40.3M	13	5	8
ACN - Accenture plc	-4.84%	0.00	-40.1M	-40.1M	0	146	-146
ADT - ADT Inc.	+4.26%	0.00	-39.5M	-39.5M	0	4	-4
EFSC - Enterprise Financial Services Corp	+4.30%	110.1K	-39.1M	-39.0M	1	6	-5
RGS - Regis Corporation	+24.79%	0.00	-39.0M	-39.0M	0	1	-1
ISRG - Intuitive Surgical, Inc.	+7.76%	8.5M	-45.8M	-37.3M	286	277	9
F - Ford Motor Company	+9.25%	0.00	-36.6M	-36.6M	0	19	-19
BX - Blackstone Inc.		10.0M	-46.3M	-36.4M	227	272	-45
CNH - CNH Global N.V.		6.8M	-42.7M	-35.9M	20	25	-5
OXY - Occidental Petroleum Corporation	-13.21%	145.3K	-36.0M	-35.8M	3	38	-35
OMGA - Omega Therapeutics, Inc.	-34.57%	0.00	-34.2M	-34.2M	0	5	-5
QBTS - D-Wave Quantum Inc.	+84.47%	6.3M	-40.3M	-34.0M	10	4	6
MBIN - Merchants Bancorp	-9.45%	378.1K	-34.1M	-33.8M	3	7	-4
CVX - Chevron Corporation	-13.00%	0.00	-33.7M	-33.7M	0	92	-92
V - Visa Inc.	-0.36%	0.00	-33.6M	-33.6M	0	115	-115
HPQ - HP Inc.	-9.52%	3.0M	-36.6M	-33.6M	31	45	-14
HCP - HashiCorp, Inc.		0.00	-33.3M	-33.3M	0	54	-54
ROST - Ross Stores, Inc.	+0.37%	6.2M	-39.5M	-33.3M	47	64	-17
RBLX - Roblox Corporation	+81.15%	23.4M	-55.5M	-32.1M	47	57	-10
QGEN - Qiagen N.V.	+18.98%	13.3M	-45.4M	-32.0M	17	18	-1