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INDEPENDENT FINANCIAL GROUP, LLC

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13F filer, CIK 275484, SAN DIEGO, CA

INDEPENDENT FINANCIAL GROUP, LLC reported $5,347,543,809 across 1,546 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-15. Its ten largest share positions make up 23.71% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000275484-26-000028

Period
2026-06-30
Reported value
$5.35B
Holdings
1,546
Top 10 weight
23.71%
New
210
Sold out
111

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MUadded+25,781$29.8M
IVVadded+27,869$20.9M
SNDKadded+9,166$20.8M
VUGadded+169,479$14.6M
MRVLadded+45,857$13.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PAAAreduced-490,264-$25.1M
JAAAreduced-308,021-$15.6M
BIZDreduced-1,152,219-$14.6M
PLTRreduced-111,414-$13M
JBBBreduced-246,641-$11.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0000275484-26-000028, largest first. % of portfolio is the value over $5,347,543,809, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,065 shares; 2025Q3: 88,699 shares; 2025Q4: 36,506 shares; 2026Q1: 11,453 shares; 2026Q2: 13,055 shares 13,055$155K<0.01%+1,602Timeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38,400 shares; 2025Q1: not reported; 2025Q2: 19,818 shares; 2025Q3: 30,554 shares; 2025Q4: 17,613 shares; 2026Q1: 23,293 shares; 2026Q2: 23,058 shares 23,058$149K<0.01%-235Timeline
XCHYXCALAMOS CONV & HIGH INCOME FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,767 shares; 2025Q4: 10,767 shares; 2026Q1: 10,767 shares; 2026Q2: 10,767 shares 10,767$147K<0.01%0Timeline
GCTSGCT SEMICONDUCTOR HLDG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,250 shares 49,250$146K<0.01%newTimeline
FVRRFIVERR INTL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,325 shares; 2026Q2: 13,325 shares 13,325$138K<0.01%0Timeline
MHDBLACKROCK MUNIHOLDINGS FD INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,427 shares; 2026Q2: 11,460 shares 11,460$136K<0.01%+33Timeline
EOSEEOS ENERGY ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,388 shares; 2025Q4: 21,660 shares; 2026Q1: 24,206 shares; 2026Q2: 22,841 shares 22,841$134K<0.01%-1,365Timeline
TSSITSS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,300 shares; 2026Q2: 10,300 shares 10,300$127K<0.01%0Timeline
XNCMXNUVEEN CALIF AMT FREE MUNI IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000$125K<0.01%0Timeline
ORLAORLA MNG LTD NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,805 shares 12,805$125K<0.01%newTimeline
MPTMEDICAL PROPERTIES TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,194 shares; 2025Q1: 10,657 shares; 2025Q2: 18,407 shares; 2025Q3: 23,379 shares; 2025Q4: 23,379 shares; 2026Q1: 26,170 shares; 2026Q2: 26,920 shares 26,920$124K<0.01%+750Timeline
XRPBITWISE XRP ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,633 shares 10,633$124K<0.01%newTimeline
BSOLBITWISE SOLANA STAKING ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,721 shares; 2026Q1: not reported; 2026Q2: 12,057 shares 12,057$121K<0.01%newTimeline
SERVSERVE ROBOTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,833 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,287 shares 17,287$114K<0.01%newTimeline
ARIAPOLLO COML REAL ESTATE FINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,553 shares; 2025Q1: 27,750 shares; 2025Q2: 13,850 shares; 2025Q3: 11,550 shares; 2025Q4: 12,050 shares; 2026Q1: 11,650 shares; 2026Q2: 10,500 shares 10,500$112K<0.01%-1,150Timeline
FTMAPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,063 shares; 2026Q1: 12,063 shares; 2026Q2: 12,063 shares 12,063$110K<0.01%0Timeline
CRGYCRESCENT ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,200 shares; 2026Q2: 11,200 shares 11,200$110K<0.01%+1,000Timeline
ALLTALLOT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,400 shares 12,400$110K<0.01%newTimeline
NMZNUVEEN MUN HIGH INCOME OPPORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 54,010 shares; 2025Q1: 34,000 shares; 2025Q2: 23,000 shares; 2025Q3: 13,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,063 shares; 2026Q2: 10,063 shares 10,063$106K<0.01%0Timeline
LACLITHIUM AMERS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,631 shares; 2025Q1: 13,931 shares; 2025Q2: 13,757 shares; 2025Q3: 10,158 shares; 2025Q4: 14,658 shares; 2026Q1: 16,553 shares; 2026Q2: 25,928 shares 25,928$99.8K<0.01%+9,375Timeline
MNKDMANNKIND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,980 shares; 2025Q3: 11,980 shares; 2025Q4: 12,720 shares; 2026Q1: 12,720 shares; 2026Q2: 22,720 shares 22,720$96.8K<0.01%+10,000Timeline
USASAMERICAS GOLD AND SILVER CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,350 shares 18,350$86.8K<0.01%newTimeline
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,430 shares 10,430$86.5K<0.01%newTimeline
EDFVIRTUS STONE HBR EMRG MKTS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,900 shares; 2025Q1: 17,900 shares; 2025Q2: 17,900 shares; 2025Q3: 17,900 shares; 2025Q4: 17,900 shares; 2026Q1: 14,900 shares; 2026Q2: 14,900 shares 14,900$83.1K<0.01%0Timeline
ACHRARCHER AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,030 shares; 2025Q1: 13,392 shares; 2025Q2: 11,841 shares; 2025Q3: 30,914 shares; 2025Q4: 14,910 shares; 2026Q1: 15,610 shares; 2026Q2: 16,860 shares 16,860$79.7K<0.01%+1,250Timeline
PLUGPLUG PWR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17,103 shares; 2025Q2: not reported; 2025Q3: 32,894 shares; 2025Q4: 23,689 shares; 2026Q1: 23,689 shares; 2026Q2: 26,783 shares 26,783$72.6K<0.01%+3,094Timeline
EDITEDITAS MEDICINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,410 shares; 2026Q1: 20,410 shares; 2026Q2: 20,410 shares 20,410$66.1K<0.01%0Timeline
ASGLIBERTY ALL-STAR GROWTH FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,663 shares; 2025Q1: 16,555 shares; 2025Q2: 18,002 shares; 2025Q3: 14,184 shares; 2025Q4: 14,147 shares; 2026Q1: 13,893 shares; 2026Q2: 11,908 shares 11,908$65.1K<0.01%-1,985Timeline
TMCTMC THE METALS COMPANY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 11,738 shares; 2025Q3: 11,738 shares; 2025Q4: 11,738 shares; 2026Q1: 13,788 shares; 2026Q2: 14,288 shares 14,288$63.3K<0.01%+500Timeline
NEOVNEOVOLTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,580 shares 18,580$58.5K<0.01%newTimeline
NIONIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,791 shares; 2025Q1: 17,748 shares; 2025Q2: 13,853 shares; 2025Q3: 12,299 shares; 2025Q4: 12,874 shares; 2026Q1: 10,374 shares; 2026Q2: 10,919 shares 10,919$55.3K<0.01%+545Timeline
JFBJFB CONSTR HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,700 shares 10,700$51.5K<0.01%newTimeline
CMPXCOMPASS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,779 shares; 2026Q1: 22,779 shares; 2026Q2: 22,779 shares 22,779$49.9K<0.01%0Timeline
ECCEAGLE POINT CR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 243,338 shares; 2025Q1: 245,438 shares; 2025Q2: 256,802 shares; 2025Q3: 310,845 shares; 2025Q4: 314,636 shares; 2026Q1: not reported; 2026Q2: 10,688 shares 10,688$39.8K<0.01%newTimeline
PLTKPLAYTIKA HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000$37.2K<0.01%0Timeline
MSTUETF OPPORTUNITIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,750 shares 18,750$30.4K<0.01%newTimeline
STEXSTREAMEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,113 shares 24,113$20.5K<0.01%newTimeline
DVLTDATAVAULT AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,000 shares; 2025Q4: 99,000 shares; 2026Q1: 99,000 shares; 2026Q2: 58,000 shares 58,000$20.3K<0.01%-41,000Timeline
BYNDBEYOND MEAT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,578 shares; 2025Q3: 11,578 shares; 2025Q4: 21,823 shares; 2026Q1: 23,223 shares; 2026Q2: 24,223 shares 24,223$18.2K<0.01%+1,000Timeline
XTIAXTI AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000$18.1K<0.01%0Timeline
CCIXWCHURCHILL CAPITAL CORP IXQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000$15.6K<0.01%0Timeline
NNOXNANO X IMAGING LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,570 shares; 2025Q2: 11,370 shares; 2025Q3: 11,370 shares; 2025Q4: 11,370 shares; 2026Q1: 11,370 shares; 2026Q2: 11,238 shares 11,238$13K<0.01%-132Timeline
BED BATH & BEYOND INCBED BATH & BEYOND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,503 shares; 2026Q1: 26,503 shares; 2026Q2: 23,378 shares 23,378$9.82K<0.01%-3,125
RQIRTCOHEN & STEERS QUALITY INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 285,488 shares 285,488$4.25K<0.01%newTimeline

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

SecurityTypeAmountValueChange
IONIS PHARMACEUTICALS INCIONIS PHARMACEUTICALS INC NOTE 1.750% 6/1principal32,000$49.7Knew
MICROCHIP TECHNOLOGY INC.MICROCHIP TECHNOLOGY INC. NOTE 1.625% 2/1principal15,000$40.6Knew

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 111. All 111

SecurityShares beforeValue beforeType
HONHONEYWELL INTL INC14,785$3.34Mshares
IGEBISHARES TR71,198$3.21Mshares
FETFORUM ENERGY TECHNOLOGIES IN30,451$1.79Mshares
IAGGISHARES TR32,558$1.63Mshares
CMRECOSTAMARE INC95,579$1.62Mshares
CALMCAL MAINE FOODS INC18,481$1.46Mshares
KALUKAISER ALUMINIUM CORPORATION9,150$1.1Mshares
SONSONOCO PRODS CO19,076$1.03Mshares
CCLCARNIVAL CORP36,069$933Kshares
STRKSTRATEGY INC12,970$917Kshares
BHPBHP BILLITON LIMITED12,467$907Kshares
FTITECHNIPFMC PLC12,070$834Kshares
PEGAPEGASYSTEMS INC19,313$822Kshares
DDDUPONT DE NEMOURS INC17,526$803Kshares
DHDGFIRST TR EXCHNG TRADED FD VI22,373$752Kshares
SFNCSIMMONS FIRST NATL CORP36,998$720Kshares
NTRSNORTHERN TR CORP5,053$705Kshares
AEISADVANCED ENERGY INDS2,151$694Kshares
SNASNAP ON INC1,835$667Kshares
FBUFFIDELITY GREENWOOD STREET TR21,852$658Kshares
FHEQFIDELITY GREENWOOD STREET TR21,953$646Kshares
AAALCOA CORP9,285$616Kshares
DFSDDIMENSIONAL ETF TRUST12,763$611Kshares
FUTUFUTU HLDGS LTD4,381$599Kshares
HUTHUT 8 CORP11,950$561Kshares
PXJINVESCO EXCHANGE TRADED FD T13,219$548Kshares
EMQQEXCHANGE TRADED CONCEPTS TRU16,531$547Kshares
VMBSVANGUARD SCOTTSDALE FDS11,576$543Kshares
PJPINVESCO EXCHANGE TRADED FD T4,919$510Kshares
CENXCENTURY ALUM CO8,350$490Kshares
DFEMDIMENSIONAL ETF TRUST13,723$474Kshares
DDFLINNOVATOR ETFS TRUST23,023$473Kshares
ACMAECOM5,575$473Kshares
ULSTSSGA ACTIVE ETF TR11,282$457Kshares
AXTIAXT INC8,000$456Kshares
WYNNWYNN RESORTS LTD4,474$454Kshares
SIMOSILICON MOTION TECHNOLOGY CO4,035$453Kshares
PKSTPEAKSTONE REALTY TRUST21,490$449Kshares
PSQPROSHARES TR13,908$448Kshares
IAGIAMGOLD CORP21,458$404Kshares
PRLBPROTO LABS INC6,915$394Kshares
PCBPCB BANCORP16,225$365Kshares
GAINGLADSTONE INVT CORP24,978$355Kshares
QSIXPACER FDS TR10,067$353Kshares
GLXYGALAXY DIGITAL INC.18,700$345Kshares
NVDYTIDAL TRUST II25,400$330Kshares
TDTORONTO DOMINION BK ONT3,493$326Kshares
SKYWSKYWEST INC3,548$326Kshares
EPIWISDOMTREE TR7,788$318Kshares
SASEABRIDGE GOLD INC11,189$317Kshares
MMSMAXIMUS INC4,686$300Kshares
GLDICREDIT SUISSE NASSAU BRANC1,798$299Kshares
HLHECLA MINING COMPANY15,715$293Kshares
HIIHUNTINGTON INGALLS INDS INC739$281Kshares
CGCARLYLE GROUP INC5,750$278Kshares
ZTSZOETIS INC2,330$275Kshares
RSPGINVESCO EXCHANGE TRADED FD T2,424$265Kshares
RAMPLIVERAMP HLDGS INC9,975$265Kshares
SDOGALPS ETF TR4,015$261Kshares
HALHALLIBURTON CO6,661$260Kshares
DFCADIMENSIONAL ETF TRUST5,189$259Kshares
WIXWIX COM LTD2,822$254Kshares
IYCISHARES TR2,611$253Kshares
OIHVANECK ETF TRUST623$252Kshares
NOVMFIRST TR EXCHNG TRADED FD VI7,672$251Kshares
SYFSYNCHRONY FINANCIAL3,670$250Kshares
VORVOR BIOPHARMA INC13,975$249Kshares
IYEISHARES TR3,822$248Kshares
FNFABRINET470$245Kshares
AGQPROSHARES TR II2,050$245Kshares
USARUSA RARE EARTH INC16,134$244Kshares
XTLSPDR SERIES TRUST1,289$242Kshares
CTSHCOGNIZANT TECHNOLOGY SOLUTIO3,940$242Kshares
VGVENTURE GLOBAL INC15,300$241Kshares
EWZISHARES INC6,206$238Kshares
EALTINNOVATOR ETFS TRUST6,852$230Kshares
SNYSANOFI SA4,714$227Kshares
SAPSAP SE1,309$224Kshares
GMABGENMAB A/S8,232$221Kshares
EFXTENERFLEX LTD10,588$221Kshares
UVIXVS TRUST25,000$216Kshares
ACNACCENTURE PLC IRELAND1,075$213Kshares
ARKFARK ETF TR5,584$212Kshares
KVUEKENVUE INC12,259$211Kshares
ARQTARCUTIS BIOTHERAPEUTICS INC8,906$210Kshares
MLPDGLOBAL X FDS8,164$209Kshares
ALNYALNYLAM PHARMACEUTICALS INC630$208Kshares
CPRTCOPART INC6,267$208Kshares
IAUINEOS ETF TRUST3,620$206Kshares
DLNWISDOMTREE TR2,298$205Kshares
PEYINVESCO EXCHANGE TRADED FD T9,532$204Kshares
JXNJACKSON FINANCIAL INC1,924$203Kshares
CDECOEUR MNG INC10,687$201Kshares
FPEIFIRST TR EXCH TRADED FD III10,467$199Kshares
DDTJINNOVATOR ETFS TRUST10,600$197Kshares
XRPZFRANKLIN XRP TRUST13,444$196Kshares
PDYNPALLADYNE AI CORP28,653$174Kshares
XSSPXNUVEEN S&P 500 DYNAMIC OVERW10,116$163Kshares
XEFRXEATON VANCE SR FLTNG RTE TR13,427$142Kshares
PATHUIPATH INC11,474$127Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000275484-26-000028 base2026-07-15acceptance time not in the bulk data set