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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
AAPL - Apple Inc.	-10.39%	416.5M	-753.6M	-337.1M	2054	3073	-1019
GOOGL - Alphabet Inc.		326.6M	-621.8M	-295.2M	2316	2741	-425
AVGO - Broadcom Inc.		218.7M	-346.6M	-127.9M	1027	1426	-399
TSLA - Tesla, Inc.	+25.96%	176.3M	-310.2M	-133.9M	864	1228	-364
SPY - SPDR S&P 500 ETF Trust	+7.50%	0.00	-78.5M	-78.5M	0	299	-299
CRM - Salesforce, Inc.	-0.76%	0.00	-124.1M	-124.1M	0	287	-287
NOW - ServiceNow, Inc.	+26.15%	0.00	-58.7M	-58.7M	0	258	-258
IWF - iShares Trust - iShares Russell 1000 Growth ETF	+13.32%	4.9M	-8.1M	-3.2M	293	518	-225
WMT - Walmart Inc.	+9.39%	261.6M	-214.0M	47.6M	846	1051	-205
IWM - iShares Trust - iShares Russell 2000 ETF	+7.09%	180.4M	-150.2M	30.2M	404	576	-172
BAC - Bank of America Corporation	+7.82%	937.2K	-247.9M	-247.0M	3	172	-169
DIS - The Walt Disney Company	+21.09%	36.1M	-354.9M	-318.8M	362	522	-160
CSCO - Cisco Systems, Inc.	+4.71%	209.9M	-185.9M	24.0M	506	666	-160
ORCL - Oracle Corporation	+26.61%	55.4M	-126.6M	-71.1M	538	697	-159
WFC - Wells Fargo & Company		72.9M	-170.3M	-97.4M	253	406	-153
ANET - Arista Networks Inc	+21.59%	0.00	-89.1M	-89.1M	0	152	-152
JPM - JPMorgan Chase & Co.	+9.99%	0.00	-47.5M	-47.5M	0	150	-150
ACN - Accenture plc	+2.81%	0.00	-40.1M	-40.1M	0	145	-145
HON - Honeywell International Inc.	+7.19%	0.00	-21.6M	-21.6M	0	139	-139
JPM - J.P. Morgan & Co. Incorporated		93.7M	-63.2M	30.4M	1435	1570	-135
AXP - American Express Company	+11.54%	0.00	-25.1M	-25.1M	0	116	-116
V - Visa Inc.	+6.70%	0.00	-33.6M	-33.6M	0	114	-114
FI - Frank's International N.V.		15.9M	-19.8M	-3.9M	158	268	-110
LOW - Lowe's Companies, Inc.	-4.49%	5.8M	-12.2M	-6.5M	244	354	-110
COST - Costco Wholesale Corporation	+5.53%	22.0M	-17.9M	4.1M	967	1076	-109
MRVL - Marvell Technology, Inc.	+10.96%	19.3M	-91.0M	-71.7M	83	188	-105
EMR - Emerson Electric Co.	+15.88%	9.6M	-21.7M	-12.1M	127	227	-100
MRK - Merck & Co., Inc.	-10.52%	131.1M	-139.5M	-8.4M	589	682	-93
CVX - Chevron Corporation	-12.40%	0.00	-33.7M	-33.7M	0	92	-92
VRT - Vertiv Holdings Co	+53.17%	0.00	-21.0M	-21.0M	0	91	-91
SBUX - Starbucks Corporation	-2.07%	85.3M	-40.0M	45.2M	185	275	-90
AMD - Advanced Micro Devices, Inc.	+17.91%	108.1M	-422.2M	-314.1M	291	374	-83
RSP - Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF	+3.39%	0.00	-20.4M	-20.4M	0	82	-82
EFV - iShares Trust - iShares MSCI EAFE Value ETF	+8.79%	16.6M	-34.4M	-17.8M	124	206	-82
UNH - UnitedHealth Group Incorporated	-40.70%	51.0M	-50.9M	136.3K	837	918	-81
XLK - The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund	+16.40%	14.5M	-35.3M	-20.8M	336	416	-80
AXP - American Express Company Capital Trust I		6.9M	-7.8M	-989.9K	230	310	-80
CAT - Caterpillar Inc.	+10.64%	4.3M	-72.1M	-67.8M	308	388	-80
BKNG - Booking Holdings Inc.	+18.86%	0.00	-2.5M	-2.5M	0	80	-80
EFA - iShares Trust - iShares MSCI EAFE ETF	+9.75%	35.1M	-42.4M	-7.3M	275	352	-77
IBIT - iShares Bitcoin Trust ETF	+32.11%	0.00	-41.0M	-41.0M	0	76	-76
COP - ConocoPhillips	-10.36%	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	+44.71%	0.00	-20.4M	-20.4M	0	73	-73
FDX - FedEx Corporation	-8.11%	0.00	-5.0M	-5.0M	0	72	-72
MDY - SPDR S&P MidCap 400 ETF Trust	+4.73%	3.3M	-805.4K	2.5M	115	186	-71
MAR - Marriott International, Inc.		630.7K	-4.6M	-4.0M	53	123	-70
CEG - Constellation Energy Corporation	+45.11%	0.00	-11.3M	-11.3M	0	70	-70
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF	+6.29%	630.7K	-6.7M	-6.1M	32	101	-69
XYZ - Block, Inc.	+17.91%	0.00	-26.3M	-26.3M	0	68	-68
MA - Mastercard Incorporated	+7.95%	35.0M	-36.9M	-1.9M	735	801	-66
LULU - lululemon athletica inc.	-10.87%	1.5M	-7.9M	-6.4M	44	110	-66
C - Citigroup Inc.	+11.29%	0.00	-44.8M	-44.8M	0	63	-63
SHOP - Shopify Inc.	+19.53%	0.00	-59.2M	-59.2M	0	62	-62
VST - Vistra Corp.	+42.02%	0.00	-14.0M	-14.0M	0	61	-61
T - AT&T Inc.	+1.27%	0.00	-58.7M	-58.7M	0	60	-60
SMAR - Smartsheet Inc.		0.00	-45.4M	-45.4M	0	60	-60
CRWD - CrowdStrike Holdings, Inc.	+35.28%	0.00	-5.5M	-5.5M	0	60	-60
BABA - Alibaba Group Holding Limited	-9.00%	0.00	-29.3M	-29.3M	0	60	-60
VIG - Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF	+3.75%	0.00	-9.7M	-9.7M	0	59	-59
XLY - The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund	+8.74%	5.6M	-9.3M	-3.7M	113	172	-59
IVW - iShares Trust - iShares S&P 500 Growth ETF	+14.17%	18.6M	-15.6M	3.0M	308	365	-57
IWB - iShares Trust - iShares Russell 1000 ETF	+7.78%	4.3M	-5.5M	-1.2M	140	196	-56
DAL - Delta Air Lines, Inc.	+13.11%	24.6M	-34.2M	-9.6M	45	101	-56
ETN - Eaton Corporation plc	+20.24%	11.1M	-21.5M	-10.5M	243	299	-56
HYG - iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF	+2.28%	0.00	-69.2M	-69.2M	0	56	-56
MSFT - Microsoft Corporation	+26.13%	247.9M	-325.2M	-77.2M	2578	2633	-55
COIN - Coinbase Global, Inc.	+45.55%	0.00	-48.2M	-48.2M	0	55	-55
HCP - HashiCorp, Inc.		0.00	-33.3M	-33.3M	0	54	-54
MSI - Motorola Solutions, Inc.	-6.56%	0.00	-3.0M	-3.0M	0	54	-54
VO - Vanguard Index Funds - Vanguard Mid-Cap ETF	+5.71%	0.00	-3.1M	-3.1M	0	53	-53
RTX - RTX Corporation	+7.60%	0.00	-7.5M	-7.5M	0	53	-53
PYPL - PayPal Holdings, Inc.		24.4M	-42.2M	-17.8M	159	212	-53
USMV - iShares Trust - iShares MSCI USA Min Vol Factor ETF	-0.63%	12.0M	-8.3M	3.7M	163	215	-52
HD - The Home Depot, Inc.	-1.03%	56.1M	-48.5M	7.7M	974	1025	-51
SPYG - SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF	+14.21%	0.00	-27.6M	-27.6M	0	51	-51
ADP - Automatic Data Processing, Inc.	+2.24%	0.00	-4.1M	-4.1M	0	50	-50
SUM - Summit Materials, Inc.		0.00	-20.3M	-20.3M	0	49	-49
USB - U.S. Bancorp	+4.69%	0.00	-66.0M	-66.0M	0	49	-49
CMI - Cummins Inc.	+3.82%	0.00	-1.6M	-1.6M	0	48	-48
SNOW - Snowflake Inc.	+42.73%	0.00	-21.7M	-21.7M	0	48	-48
V - Vivra, Inc.		97.1M	-50.4M	46.6M	1185	1233	-48
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF	+12.82%	0.00	-11.5M	-11.5M	0	48	-48
GLD - SPDR Gold Trust	+7.02%	0.00	-20.7M	-20.7M	0	48	-48
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF	+0.68%	7.9M	-8.8M	-913.7K	89	135	-46
PAYX - Paychex, Inc.	+0.56%	3.0M	-2.8M	202.0K	83	129	-46
QUAL - iShares Trust - iShares MSCI USA Quality Factor ETF	+5.66%	0.00	-4.7M	-4.7M	0	46	-46
VGT - Vanguard World Fund - Vanguard Information Technology ETF	+16.02%	776.7K	-1.7M	-877.7K	193	239	-46
TT - Trane Technologies plc	+25.81%	11.6M	-4.7M	6.9M	24	70	-46
UNP - Union Pacific Corporation	-3.87%	7.4M	-16.8M	-9.3M	275	320	-45
STZ - Constellation Brands, Inc.	-7.38%	6.9M	-8.1M	-1.2M	53	98	-45
IWV - iShares Trust - iShares Russell 3000 ETF	+7.74%	516.7K	-12.0M	-11.5M	58	103	-45
BX - Blackstone Inc.		10.0M	-46.3M	-36.4M	227	272	-45
CMG - Chipotle Mexican Grill, Inc.	+3.15%	31.6M	-106.9M	-75.4M	107	152	-45
EFG - iShares Trust - iShares MSCI EAFE Growth ETF	+11.18%	0.00	-9.6M	-9.6M	0	44	-44
PH - Parker-Hannifin Corporation	+10.82%	1.4M	-5.1M	-3.7M	104	148	-44
ESGU - iShares Trust - iShares ESG Aware MSCI USA ETF	+7.87%	3.1M	-2.0M	1.1M	62	106	-44
WSM - Williams-Sonoma, Inc.	-1.12%	1.6M	-2.6M	-931.1K	30	74	-44
EDR - Endeavor Group Holdings, Inc.		0.00	-251.4M	-251.4M	0	43	-43
AXON - Axon Enterprise, Inc.	+47.99%	0.00	-2.2M	-2.2M	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	-0.48%	12.3M	-3.5B	-3.4B	148	62	86
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF	+6.97%	13.0M	-2.1B	-2.0B	142	85	57
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF	+10.95%	24.5M	-2.0B	-2.0B	169	61	108
SCHG - Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF	+12.18%	92.2M	-1.6B	-1.5B	288	255	33
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF	+8.88%	15.6M	-1.0B	-1.0B	187	41	146
VTIP - Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF	+0.10%	15.1M	-932.8M	-917.7M	172	92	80
NVDA - NVIDIA Corporation	+30.76%	778.1M	-1.5B	-675.0M	2267	2060	207
AAPL - Apple Inc.	-8.08%	416.5M	-753.6M	-337.1M	2052	3071	-1019
ABEV3 - Ambev S.A.	+7.79%	9.4M	-330.0M	-320.6M	9	16	-7
DIS - The Walt Disney Company	+15.40%	36.1M	-354.9M	-318.8M	361	521	-160
AMD - Advanced Micro Devices, Inc.	+13.09%	108.1M	-422.2M	-314.1M	291	374	-83
GOOGL - Alphabet Inc.		326.6M	-621.8M	-295.2M	2313	2740	-427
EDR - Endeavor Group Holdings, Inc.		0.00	-251.4M	-251.4M	0	43	-43
BAC - Bank of America Corporation	+8.40%	937.2K	-247.9M	-247.0M	3	172	-169
UBSG - UBS Group AG	+12.65%	0.00	-240.8M	-240.8M	0	14	-14
HLN - Haleon plc	+8.90%	0.00	-197.4M	-197.4M	0	2	-2
SCHO - Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF	+0.43%	12.6M	-159.3M	-146.7M	119	78	41
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF	+7.37%	0.00	-144.7M	-144.7M	0	37	-37
TTWO - Take-Two Interactive Software, Inc.	+12.29%	2.3M	-145.6M	-143.2M	52	47	5
TSLA - Tesla, Inc.	+13.88%	176.3M	-310.2M	-133.9M	864	1227	-363
AMZN - Amazon.com, Inc.	+12.25%	352.3M	-483.1M	-130.7M	2423	2183	240
AVGO - Broadcom Inc.		218.7M	-346.6M	-127.9M	1027	1426	-399
CRM - Salesforce, Inc.	+2.45%	0.00	-124.1M	-124.1M	0	287	-287
PFE - Pfizer Inc.	-6.10%	167.0M	-282.1M	-115.2M	305	264	41
ENLC - EnLink Midstream, LLC		0.00	-112.5M	-112.5M	0	27	-27
HQY - HealthEquity, Inc.	+26.23%	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	+13.44%	962.8K	-106.7M	-105.8M	4	10	-6
NU - Nu Holdings Ltd.	+18.65%	160.2M	-262.2M	-102.0M	82	49	33
GOVT - iShares Trust - iShares U.S. Treasury Bond ETF	-0.88%	66.7M	-164.4M	-97.7M	134	100	34
WFC - Wells Fargo & Company		72.9M	-170.3M	-97.4M	252	406	-154
ANET - Arista Networks Inc	+25.52%	0.00	-89.1M	-89.1M	0	152	-152
LVS - Las Vegas Sands Corp.	+4.80%	4.5M	-90.6M	-86.1M	18	23	-5
GSAT - Globalstar, Inc.	-4.60%	0.00	-85.9M	-85.9M	0	14	-14
SCHW - The Charles Schwab Corporation	+13.10%	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	+7.11%	0.00	-78.5M	-78.5M	0	299	-299
B - Barrick Mining Corporation	+2.49%	0.00	-77.8M	-77.8M	0	12	-12
INFN - Infinera Corporation		0.00	-77.2M	-77.2M	0	12	-12
MSFT - Microsoft Corporation	+25.53%	247.9M	-325.1M	-77.2M	2575	2632	-57
MJUS - Amplify ETF Trust - Amplify U.S. Alternative Harvest ETF		0.00	-76.6M	-76.6M	0	2	-2
VTRS - Viatris Inc.	+1.43%	9.9M	-85.3M	-75.4M	21	34	-13
CMG - Chipotle Mexican Grill, Inc.	+4.56%	31.6M	-106.9M	-75.4M	107	152	-45
BN - Brookfield Corporation	+12.38%	0.00	-74.1M	-74.1M	0	16	-16
ADBE - Adobe Inc.	+8.71%	17.2M	-91.1M	-73.9M	423	464	-41
LESL - Leslie's, Inc.	-3.68%	0.00	-72.0M	-72.0M	0	4	-4
MRVL - Marvell Technology, Inc.	+11.14%	19.3M	-91.0M	-71.7M	83	188	-105
ORCL - Oracle Corporation	+24.92%	55.4M	-126.6M	-71.1M	538	697	-159
HYG - iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF	+2.01%	0.00	-69.2M	-69.2M	0	56	-56
CAT - Caterpillar Inc.	+7.66%	4.3M	-72.1M	-67.8M	308	387	-79
IAU - iShares Gold Trust	+5.95%	17.0M	-84.2M	-67.2M	278	174	104
USB - U.S. Bancorp	+6.04%	0.00	-66.0M	-66.0M	0	49	-49
XLF - The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund	+2.95%	145.0M	-209.2M	-64.3M	332	245	87
SOFI - SoFi Technologies, Inc.	+22.44%	7.2M	-71.4M	-64.2M	26	46	-20
CMCSA - Comcast Corporation	-5.11%	122.1M	-185.3M	-63.2M	246	204	42
HAIN - The Hain Celestial Group, Inc.	-57.35%	0.00	-63.1M	-63.1M	0	4	-4
NEE - NextEra Energy, Inc.	+2.61%	32.7M	-93.2M	-60.5M	354	306	48
APH - Amphenol Corporation	+42.34%	41.2M	-101.7M	-60.5M	132	135	-3
HPE - Hewlett Packard Enterprise Company	+17.37%	9.2M	-68.7M	-59.5M	31	68	-37
SHOP - Shopify Inc.	+16.68%	0.00	-59.2M	-59.2M	0	61	-61
NOW - ServiceNow, Inc.	+29.40%	0.00	-58.7M	-58.7M	0	257	-257
T - AT&T Inc.	+0.34%	0.00	-58.7M	-58.7M	0	60	-60
TXN - Texas Instruments Incorporated	+7.99%	21.2M	-77.7M	-56.5M	245	268	-23
EZU - iShares, Inc. - iShares MSCI Eurozone ETF	+12.15%	3.9M	-60.3M	-56.4M	19	12	7
CASH - Pathward Financial, Inc.	+6.68%	292.3K	-54.7M	-54.4M	7	13	-6
CLVT - Clarivate Plc	+9.92%	21.6M	-75.2M	-53.6M	9	9	0
AVTR - Avantor, Inc.	-19.37%	7.7M	-56.5M	-48.8M	19	17	2
COIN - Coinbase Global, Inc.	+45.89%	0.00	-48.2M	-48.2M	0	55	-55
JPM - JPMorgan Chase & Co.	+9.00%	0.00	-47.5M	-47.5M	0	150	-150
AAL - American Airlines Group Inc.	+11.66%	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	+12.07%	207.8K	-45.1M	-44.9M	5	5	0
C - Citigroup Inc.	+11.12%	0.00	-44.8M	-44.8M	0	63	-63
NXE - NexGen Energy Ltd.	+42.54%	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	+23.60%	19.5M	-64.1M	-44.5M	217	204	13
BARC - Barclays PLC	+18.55%	12.0M	-54.0M	-42.0M	8	17	-9
LXRX - Lexicon Pharmaceuticals, Inc.	+66.38%	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	+26.60%	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	+2.30%	0.00	-40.1M	-40.1M	0	145	-145
ADT - ADT Inc.	+3.56%	0.00	-39.5M	-39.5M	0	4	-4
EFSC - Enterprise Financial Services Corp	-1.60%	110.1K	-39.1M	-39.0M	1	6	-5
RGS - Regis Corporation	+27.22%	0.00	-39.0M	-39.0M	0	1	-1
ISRG - Intuitive Surgical, Inc.	+12.48%	8.5M	-45.8M	-37.3M	285	276	9
F - Ford Motor Company	+3.79%	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	-13.82%	145.3K	-36.0M	-35.8M	3	38	-35
OMGA - Omega Therapeutics, Inc.	-61.23%	0.00	-34.2M	-34.2M	0	5	-5
QBTS - D-Wave Quantum Inc.	+145.00%	6.3M	-40.3M	-34.0M	10	4	6
MBIN - Merchants Bancorp	-12.19%	378.1K	-34.1M	-33.8M	3	7	-4
CVX - Chevron Corporation	-15.17%	0.00	-33.7M	-33.7M	0	92	-92
V - Visa Inc.	+5.81%	0.00	-33.6M	-33.6M	0	114	-114
HPQ - HP Inc.	-9.06%	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.	+12.53%	6.2M	-39.5M	-33.3M	47	64	-17
RBLX - Roblox Corporation	+64.35%	23.4M	-55.5M	-32.1M	47	56	-9
QGEN - Qiagen N.V.	+13.28%	13.3M	-45.4M	-32.0M	17	18	-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	+7.15%	85.8M	-70.2M	15.6M	1143	786	357
META - Meta Platforms, Inc.	+21.05%	94.7M	-122.2M	-27.5M	1754	1426	328
BRK.A - Berkshire Hathaway Inc.	-7.33%	65.6M	-38.9M	26.7M	1733	1421	312
CVX - The Cleveland Electric Illuminating Company		110.6M	-19.1M	91.4M	934	631	303
GLD - Santa Fe Pacific Gold Corporation		54.3M	-72.8M	-18.5M	583	329	254
AMZN - Amazon.com, Inc.	+12.25%	352.3M	-483.1M	-130.7M	2423	2183	240
CRM.A - Corimon C.A.		49.9M	-22.3M	27.6M	608	368	240
VTV - Vanguard Index Funds - Vanguard Value ETF	+0.16%	29.5M	-16.4M	13.1M	658	428	230
RSP - Southern Pacific Rail Corporation		34.9M	-15.0M	19.9M	482	254	228
NVDA - NVIDIA Corporation	+30.76%	778.1M	-1.5B	-675.0M	2267	2060	207
BND - Boundless Corp.		69.8M	-78.8M	-9.0M	454	249	205
LLY - Eli Lilly and Company	-6.59%	95.6M	-44.3M	51.4M	1134	932	202
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF	+0.61%	29.6M	-7.1M	22.5M	370	169	201
XOM - Exxon Mobil Corporation	-11.52%	250.6M	-131.9M	118.8M	1232	1036	196
QUAL - Quality Semiconductor, Inc.		18.5M	-4.6M	13.9M	391	203	188
AGG - iShares Trust - iShares Core U.S. Aggregate Bond ETF	-0.69%	82.6M	-32.5M	50.1M	548	365	183
VO - The Seagram Co. Ltd.		8.6M	-3.5M	5.1M	480	302	178
VZ - Verizon Communications Inc.	-1.89%	799.9M	-54.2M	745.7M	507	339	168
JAAA - Janus Detroit Street Trust - Janus Henderson AAA CLO ETF	+1.14%	47.1M	-25.9M	21.2M	266	99	167
IJH - iShares Trust - iShares Core S&P Mid-Cap ETF	+4.70%	84.2M	-54.9M	29.3M	624	460	164
VEA - Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF	+10.72%	262.4M	-109.7M	152.7M	683	519	164
SCHD - Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF	-5.08%	101.0M	-47.2M	53.8M	465	306	159
VWO - Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF	+6.58%	144.0M	-49.7M	94.3M	544	385	159
UBER - Uber Technologies, Inc.	+17.49%	122.8M	-62.9M	59.9M	369	211	158
JPST - JPS Industries, Inc.		118.3M	-10.3M	108.0M	311	153	158
AVUV - American Century ETF Trust - Avantis U.S. Small Cap Value ETF	+2.97%	16.4M	-6.8M	9.6M	296	141	155
AMGN - Amgen Inc.	-5.99%	121.4M	-12.3M	109.1M	468	318	150
PM - Philip Morris International Inc.	+14.49%	324.1M	-40.7M	283.4M	420	272	148
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF	+8.88%	15.6M	-1.0B	-1.0B	187	41	146
T - AT&T Corp.		1.4B	-74.5M	1.3B	374	229	145
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF	+8.38%	170.1M	-36.4M	133.7M	439	296	143
JNJ - Johnson & Johnson	-5.72%	149.1M	-82.6M	66.5M	1130	991	139
VTI - Vanguard Index Funds - Vanguard Total Stock Market ETF	+7.38%	91.6M	-57.7M	33.9M	944	805	139
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF	-0.61%	30.1M	-5.9M	24.2M	211	75	136
DYNF - BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF	+8.29%	29.8M	-5.2M	24.6M	196	64	132
BINC - BlackRock ETF Trust II - iShares Flexible Income Active ETF	+0.98%	15.4M	-3.6M	11.8M	175	43	132
VCIT - Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF	+0.28%	33.6M	-15.6M	18.0M	269	142	127
IBIT - ETF Series Solutions - Defiance Daily Short Digitizing the Economy ETF		34.5M	-52.0M	-17.5M	204	78	126
LIN - LIN Media LLC		28.8M	-7.8M	21.0M	302	182	120
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF	+10.09%	34.8M	-36.9M	-2.1M	212	95	117
CGDV - Capital Group Dividend Value ETF	+6.87%	61.5M	-1.6M	59.8M	144	29	115
MER - Merrill Lynch & Co., Inc.		208.8M	-32.1M	176.7M	590	475	115
BABA - Baby All Corp.		124.8M	-26.3M	98.5M	218	106	112
PYLD - PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund	+0.27%	36.4M	-6.2M	30.3M	140	30	110
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF	+10.95%	24.5M	-2.0B	-2.0B	169	61	108
VXUS - Vanguard STAR Funds - Vanguard Total International Stock ETF	+9.52%	35.1M	-21.9M	13.2M	275	168	107
VB - Vanguard Index Funds - Vanguard Small-Cap ETF	+5.02%	10.8M	-17.1M	-6.2M	482	377	105
BIL - SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF	+0.79%	39.3M	-31.8M	7.5M	333	228	105
IAU - iShares Gold Trust	+5.95%	17.0M	-84.2M	-67.2M	278	174	104
HON - Honeywell, Inc.		9.4M	-10.8M	-1.4M	308	204	104
DFSV - Delta Federal Savings, FSB		9.1M	-1.3M	7.8M	139	38	101
BNDX - Vanguard Charlotte Funds - Vanguard Total International Bond ETF	+1.43%	21.1M	-21.5M	-449.5K	207	106	101
HYG - Structured Products Corp Corts Trust Verizon MD Debentures		332.3M	-19.9M	312.4M	184	83	101
IEF - iShares Trust - iShares 7-10 Year Treasury Bond ETF	-0.99%	42.1M	-27.5M	14.6M	224	124	100
SO - Southern Community Capital Trust V		53.0M	-1.6M	51.4M	215	116	99
SPLG - SPDR Series Trust - SPDR Portfolio S&P 500 ETF	+7.16%	92.9M	-32.2M	60.8M	367	268	99
AIG - American International Group, Inc.		44.6M	-23.5M	21.0M	325	229	96
DUK - Duke Energy Corporation		17.8M	-9.6M	8.2M	230	136	94
SGOV - iShares Trust - iShares 0-3 Month Treasury Bond ETF	+0.81%	26.1M	-11.7M	14.4M	249	157	92
MCD - McDonald's Corporation	-1.05%	31.0M	-24.9M	6.1M	600	508	92
MO - Altria Group, Inc.	-1.30%	103.9M	-18.9M	85.0M	213	121	92
VYM - Delaware Investments Minnesota Municipal Income Fund III		6.3M	-11.2M	-4.9M	324	235	89
COP - Copley Properties, Inc.		104.6M	-14.0M	90.7M	217	128	89
AVLV - American Century ETF Trust - Avantis U.S. Large Cap Value ETF	+2.74%	6.0M	-2.9M	3.0M	122	33	89
IVE - iShares Trust - iShares S&P 500 Value ETF	+0.40%	17.6M	-3.1M	14.5M	301	213	88
AVDV - Avalon Development Enterprises Inc.		12.1M	-493.7K	11.6M	133	46	87
XLF - The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund	+2.95%	145.0M	-209.2M	-64.3M	332	245	87
ANET - Authorize.Net Holdings, Inc.		34.3M	-4.8M	29.5M	164	77	87
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF	-0.69%	20.7M	-4.3M	16.3M	120	33	87
VIG - Van Kampen Investment Grade Fund		17.4M	-19.6M	-2.1M	467	381	86
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF	-0.48%	12.3M	-3.5B	-3.4B	148	62	86
AVEM - American Century ETF Trust - Avantis Emerging Markets Equity ETF	+10.64%	10.2M	-5.8M	4.4M	160	75	85
SPMD - SuperMedia Inc.		10.1M	-1.9M	8.3M	134	50	84
VGIT - Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF	-0.20%	19.5M	-16.8M	2.7M	186	102	84
VCSH - Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF	+0.66%	20.2M	-13.9M	6.3M	287	204	83
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF	+0.81%	7.3M	-6.9M	493.3K	127	45	82
BIV - Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF	-0.16%	39.7M	-5.2M	34.5M	199	118	81
MSTR - Morningstar Group, Inc.		20.3M	-25.9M	-5.6M	118	37	81
CGGR - Capital Group Growth ETF	+13.72%	15.6M	-4.6M	10.9M	116	35	81
VTIP - Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF	+0.10%	15.1M	-932.8M	-917.7M	172	92	80
IEFA - iShares Trust - iShares Core MSCI EAFE ETF	+10.27%	82.6M	-73.0M	9.7M	484	406	78
VRT - GS Acquisition Holdings Corp		18.1M	-5.6M	12.5M	122	45	77
CB - Chubb Corporation		31.4M	-4.4M	27.0M	221	144	77
QQQM - Global X Funds - Global X NASDAQ 400 Mid Cap ETF		4.7M	-10.6M	-5.8M	181	107	74
ASML - ASML Holding N.V.	+13.94%	9.6M	-3.3M	6.3M	197	124	73
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF	+5.58%	25.4M	-6.2M	19.2M	131	58	73
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF	+5.30%	7.7M	-3.5M	4.2M	143	72	71
HEFA - iShares Trust - iShares Currency Hedged MSCI EAFE ETF	+5.19%	16.3M	-2.7M	13.7M	103	32	71
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF	-0.79%	12.6M	-965.3K	11.6M	94	23	71
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF	+8.61%	10.6M	-18.7M	-8.1M	155	84	71
VNQ - Vanguard Specialized Funds - Vanguard Real Estate ETF	-0.74%	21.1M	-13.4M	7.7M	294	223	71
SPYV - SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF	+0.63%	40.8M	-20.7M	20.0M	234	163	71
STIP - iShares Trust - iShares 0-5 Year TIPS Bond ETF	+0.12%	6.8M	-2.9M	3.9M	138	68	70
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF	+4.80%	7.5M	-7.2M	262.0K	185	116	69
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	+1.17%	11.9M	-7.9M	4.0M	131	65	66
IBDT - iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF	+0.68%	8.3M	-530.8K	7.8M	85	20	65
MINT - Micro Integration Corp.		6.0M	-19.1M	-13.1M	125	61	64
TLH - iShares Trust - iShares 10-20 Year Treasury Bond ETF	-3.95%	25.7M	-8.1M	17.6M	113	49	64
SLV - Silverado Foods, Inc.		40.6M	-12.4M	28.2M	102	39	63

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	-74.5M	1.3B	374	229	145
VZ - Verizon Communications Inc.	-2.02%	800.0M	-54.2M	745.7M	508	339	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	83	101
PM - Philip Morris International Inc.	+15.52%	324.1M	-40.7M	283.4M	420	272	148
CHWY - Chewy, Inc.	+25.38%	236.8M	-7.3M	229.5M	25	20	5
CRWV - CoreWeave, Inc.	+303.72%	177.0M	0.00	177.0M	25	0	25
MER - Merrill Lynch & Co., Inc.		208.8M	-32.1M	176.7M	590	475	115
ABT - Abbott Laboratories	+2.46%	196.9M	-28.2M	168.7M	458	482	-24
016547735 - AB Svensk Exportkredit (publ)		165.2M	-1.7M	163.5M	12	4	8
ITUB4 - Itaú Unibanco Holding S.A.	+20.63%	164.0M	-7.3M	156.7M	24	7	17
VEA - Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF	+11.00%	262.4M	-109.7M	152.7M	684	519	165
GE - General Electric Company	+22.67%	194.0M	-43.1M	150.9M	294	236	58
BMY - Bristol-Myers Squibb Company	-16.87%	173.6M	-34.8M	138.8M	223	195	28
SARO - SARS Corporation		136.1M	-32.1K	136.1M	17	1	16
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF	+10.45%	170.1M	-36.4M	133.7M	440	297	143
KO - The Coca-Cola Company	+0.63%	290.1M	-161.4M	128.6M	525	481	44
XOM - Exxon Mobil Corporation	-7.24%	250.6M	-131.9M	118.8M	1233	1036	197
SCHF - Schwab Strategic Trust - Schwab International Equity ETF	+10.72%	164.0M	-49.1M	115.0M	229	228	1
BAC - BankAmerica Corp.		271.3M	-157.2M	114.2M	447	455	-8
AMGN - Amgen Inc.	-5.51%	121.4M	-12.3M	109.1M	468	318	150
JPST - JPS Industries, Inc.		118.3M	-10.3M	108.1M	312	153	159
CVS - Americus Trust for Chevron Shares		118.5M	-12.7M	105.8M	132	74	58
LGMK - LogicMark, Inc.	-80.61%	105.3M	0.00	105.3M	2	0	2
PLTR - Palantir Technologies Inc.	+61.60%	178.6M	-74.6M	104.0M	301	320	-19
SVCO - Silvaco Group, Inc.	+6.58%	101.3M	0.00	101.3M	2	0	2
MDLZ - Mondelez International, Inc.	-1.33%	112.9M	-14.0M	98.9M	127	115	12
BABA - Baby All Corp.		124.8M	-26.3M	98.5M	218	107	111
VWO - Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF	+8.51%	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	91.4M	934	632	302
COP - Copley Properties, Inc.		104.6M	-14.0M	90.7M	217	128	89
CNQ - Canadian Natural Resources Limited	+6.27%	225.6M	-138.1M	87.5M	79	46	33
MO - Altria Group, Inc.	-0.18%	103.9M	-18.9M	85.0M	213	121	92
TIC - Travelers Corp.		81.2M	0.00	81.2M	16	0	16
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF	+13.52%	80.5M	0.00	80.5M	1	0	1
TDTT - FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund	+0.01%	78.4M	-93.8K	78.3M	10	6	4
SLB - Schlumberger Limited	-13.90%	95.6M	-19.6M	76.0M	130	90	40
IVV - iShares Trust - iShares Core S&P 500 ETF	+7.55%	135.1M	-61.3M	73.8M	1164	1106	58
6758 - Sony Group Corporation	+2.05%	86.8M	-15.0M	71.8M	23	38	-15
BATS - British American Tobacco p.l.c.	+17.91%	73.3M	-2.1M	71.1M	33	24	9
ABBV - AbbVie Inc.	-7.76%	138.1M	-67.9M	70.3M	866	834	32
SCHX - Schwab Strategic Trust - Schwab U.S. Large-Cap ETF	+7.84%	106.6M	-37.4M	69.2M	240	275	-35
UBS - MedImmune Oncology Inc.		91.9M	-24.8M	67.0M	40	25	15
JNJ - Johnson & Johnson	-5.58%	149.1M	-82.6M	66.5M	1130	992	138
INFO - IHS Markit Ltd.		67.4M	-1.9M	65.5M	8	2	6
SPTL - SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF	-3.74%	75.3M	-11.2M	64.1M	82	59	23
BP. - BP p.l.c.	-7.36%	76.0M	-13.6M	62.5M	49	34	15
SPLG - SPDR Series Trust - SPDR Portfolio S&P 500 ETF	+7.57%	93.2M	-32.2M	61.0M	369	268	101
RPR.UN - Ravelin Properties REIT		66.5M	-5.6M	60.9M	39	21	18
UBER - Uber Technologies, Inc.	+18.83%	122.8M	-62.9M	59.9M	370	211	159
CGDV - Capital Group Dividend Value ETF	+8.05%	61.5M	-1.6M	59.8M	144	29	115
SPY - Serenpet Inc		265.8M	-207.4M	58.5M	1360	1344	16
ACHR - Archer Aviation Inc.	+71.17%	76.2M	-19.0M	57.1M	13	16	-3
PETR4 - Petróleo Brasileiro S.A. - Petrobras	-11.85%	75.0M	-21.1M	53.9M	34	31	3
SCHD - Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF	-3.93%	101.0M	-47.2M	53.8M	465	306	159
GERN - Geron Corporation	-3.14%	90.0M	-37.5M	52.4M	12	10	2
LLY - Eli Lilly and Company	-1.89%	95.6M	-44.3M	51.4M	1134	932	202
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	-0.00%	82.6M	-32.5M	50.1M	548	366	182
INFY - Infosys Limited	+3.20%	57.8M	-8.6M	49.2M	25	24	1
NOKIA - Nokia Oyj	+0.79%	54.3M	-5.6M	48.7M	15	7	8
ASHR - DBX ETF Trust - Xtrackers Harvest CSI 300 China A-Shares ETF	+1.24%	62.7M	-14.2M	48.5M	28	17	11
WMT - Walmart Inc.	+9.39%	261.6M	-214.0M	47.6M	846	1051	-205
V - Vivra, Inc.		97.1M	-50.4M	46.6M	1185	1233	-48
532174 - ICICI Bank Ltd		51.0M	-4.6M	46.4M	33	20	13
CPNG - Coupang, Inc.	+28.96%	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	+18.75%	74.6M	-29.1M	45.5M	58	44	14
SBUX - Starbucks Corporation	-2.07%	85.3M	-40.0M	45.2M	185	275	-90
SHOP - eBay Marketplace Israel Ltd.		67.4M	-23.7M	43.6M	120	107	13
K - Kinross Gold Corporation	+21.26%	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	-1.03%	49.2M	-7.2M	42.1M	118	80	38
TEVA - Teva Pharmaceutical Industries Limited	+12.69%	64.4M	-22.5M	41.9M	38	32	6
SCHB - Schreiner Bancshares Inc		77.9M	-37.1M	40.7M	184	196	-12
ASTS - AST SpaceMobile, Inc.	+60.38%	41.2M	-942.6K	40.3M	14	10	4
MU - Micron Technology, Inc.	+33.54%	70.3M	-30.4M	39.9M	188	131	57
SE - Spectra Energy Corp		50.8M	-11.0M	39.8M	81	48	33
C - Citigroup Capital VI		52.8M	-13.0M	39.8M	175	159	16
QQQ - Invesco QQQ Trust, Series 1	+13.54%	166.6M	-127.2M	39.4M	1031	1030	1
AMTM - Amentum Holdings, Inc.	+23.02%	60.9M	-22.1M	38.8M	28	18	10
XLE - The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund	-7.66%	59.1M	-21.5M	37.6M	242	256	-14
KDP - Keurig Dr Pepper Inc.	-3.97%	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	113	118	-5
MFC - Metropolitan Financial Corporation		58.8M	-22.9M	36.0M	29	32	-3
AQN - Algonquin Power & Utilities Corp.	+14.40%	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	+14.49%	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.	-3.71%	64.1M	-29.4M	34.7M	21	29	-8
ENB - Enbridge Inc.	+5.10%	100.4M	-65.9M	34.5M	93	115	-22
BIV - Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF	+0.51%	39.7M	-5.2M	34.5M	200	118	82
AVBP - ArriVent BioPharma, Inc.	+25.93%	37.1M	-2.6M	34.4M	4	2	2
MAZE - Maze Therapeutics, Inc.	+16.08%	34.3M	0.00	34.3M	17	0	17
DBK - Deutsche Bank Aktiengesellschaft	+21.33%	111.0M	-77.0M	34.0M	20	15	5
VTI - Vanguard Index Funds - Vanguard Total Stock Market ETF	+7.75%	91.6M	-57.7M	33.9M	944	805	139
CCMG - EA Series Trust - CCM Global Equity ETF	+4.45%	33.6M	0.00	33.6M	1	0	1