Estate Planners Group, LLC
CIK 2118977 · View on SEC EDGAR ↗
- Portfolio value
- $221.1M
- Positions
- 70
- As of
- June 30, 2026
#6,121 of 9,443 by 13F value · top 64.8%
Portfolio value QoQ: +6.2% 13F does not disclose cash
- Top 10 holdings weight
- 68.34%
- Top 25 holdings weight
- 91.03%
- Positions above 1%
- 20
- Effective number of positions
- 16.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 7.03% Est. buys $15,088,741 · sells $22,210,134
- New positions
- 13
- Increased
- 29
- Decreased
- 27
- Closed
- 16
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
6.4%
Financial Services
6.1%
Retail
2.8%
Healthcare
2.3%
Consumer Discretionary
2.1%
Communication Services
1.2%
Industrials
0.4%
Energy
0.2%
Consumer products
0.1%
Consumer Staples
0.1%
Other/Unmapped
78.3%
Full portfolio 70 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| GOF Guggenheim Strategic Opportunities Fund Common Shares of Beneficial Interest | $26,914,736 | 12.17% | 2,464,719 | $791,351 | Up ×2 | ||
| PDI PIMCO Dynamic Income Fund Common Stock | $22,773,194 | 10.30% | 1,363,664 | $380,397 | Up ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $20,510,213 | 9.28% | 27,852 | $4,904,847 | Up ×2 | ||
| CLOZ | $20,401,987 | 9.23% | 772,217 | $1,006,317 | Up ×2 | ||
| SPY SPY | $14,675,014 | 6.64% | 19,651 | $4,934,339 | Up ×1 | ||
| ARCC Ares Capital Corporation - Closed End Fund | $13,436,279 | 6.08% | 725,110 | $1,192,655 | Up ×2 | ||
| XLG | $12,771,454 | 5.78% | 208,582 | $1,620,472 | Up ×2 | ||
| QQQI NEOS Nasdaq 100 High Income ETF | $7,796,672 | 3.53% | 137,290 | $795,272 | Down ×1 | ||
| IBIT iShares Bitcoin Trust ETF | $6,026,219 | 2.73% | 181,022 | $427,341 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $5,792,361 | 2.62% | 24,303 | $386,727 | Down ×1 | ||
| QTUM Defiance Quantum ETF | $5,697,114 | 2.58% | 34,449 | $-539,360 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $5,108,780 | 2.31% | 17,655 | $987,936 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $4,906,878 | 2.22% | 24,523 | $-275,572 | Down ×1 | ||
| MAGS | $4,851,993 | 2.19% | 75,459 | $2,133 | Down ×1 | ||
| AIQ Global X Artificial Intelligence & Technology ETF | $4,368,934 | 1.98% | 66,589 | $683,985 | Down ×1 | ||
| BTCI | $4,323,541 | 1.96% | 160,966 | $-117,149 | Up ×2 | ||
| SMH SMH | $4,323,228 | 1.96% | 6,592 | $517,010 | Down ×1 | ||
| SPMO | $4,293,444 | 1.94% | 26,578 | $216,886 | Down ×2 | ||
| JNJ Johnson & Johnson Common Stock | $3,333,043 | 1.51% | 13,124 | $165,975 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2,476,929 | 1.12% | 6,640 | $-1,179,065 | Down ×1 | ||
| PDO PIMCO Dynamic Income Opportunities Fund Common Shares of Beneficial Interest | $1,998,383 | 0.90% | 151,164 | $43,649 | Down ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,246,210 | 0.56% | 2,212 | $-3,489,142 | Down ×1 | ||
| MYI Blackrock MuniYield Quality Fund III, Inc Common Stock | $1,109,272 | 0.50% | 99,844 | $65,080 | Up ×1 | ||
| XLK XLK | $1,100,145 | 0.50% | 5,774 | $329,822 | Down ×1 | ||
| CLOX | $1,028,792 | 0.47% | 40,164 | $537,374 | Up ×2 | ||
| MUA Blackrock MuniAssets Fund, Inc Common Stock | $872,408 | 0.39% | 79,238 | $25,370 | Down ×1 | ||
| BOTZ Global X Robotics & Artificial Intelligence ETF | $861,219 | 0.39% | 22,699 | $135,080 | Up ×2 | ||
| GLD | $814,857 | 0.37% | 2,212 | $-144,259 | Down ×1 | ||
| RFM RiverNorth Flexible Municipal Income Fund, Inc. Common Stock | $810,729 | 0.37% | 54,853 | $44,572 | Up ×1 | ||
| IVES | $710,690 | 0.32% | 18,653 | $206,970 | Up ×2 | ||
| BIZD | $706,559 | 0.32% | 55,810 | $30,734 | Up ×1 | ||
| ORCL Oracle Corporation Common Stock | $698,101 | 0.32% | 4,764 | $-702 | Up ×2 | ||
| VT | $663,696 | 0.30% | 4,229 | $131,900 | Up ×1 | ||
| FBTC | $634,921 | 0.29% | 12,437 | $75,204 | Up ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $633,814 | 0.29% | 1,794 | ||||
| AVGO Broadcom Inc. - Common Stock | $633,592 | 0.29% | 1,677 | $-278,948 | Down ×1 | ||
| RMM RiverNorth Managed Duration Municipal Income Fund, Inc. Common Stock | $621,919 | 0.28% | 42,067 | $48,055 | Down ×2 | ||
| VTI | $618,600 | 0.28% | 1,672 | $10,717 | Down ×2 | ||
| GRNY | $618,468 | 0.28% | 22,368 | $121,232 | Up ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $601,935 | 0.27% | 565 | $201,478 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $556,621 | 0.25% | 1,558 | $-364,759 | Down ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $544,274 | 0.25% | 9,446 | $169,804 | Up ×2 | ||
| GLDM | $499,662 | 0.23% | 6,291 | $164,457 | Up ×2 | ||
| Unknown issuer (CUSIP: 12811T522) | $469,607 | 0.21% | 16,947 | Up ×1 | |||
| ETHA iShares Ethereum Trust ETF | $449,894 | 0.20% | 37,838 | $-141,389 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $399,632 | 0.18% | 688 | $136,202 | Down ×1 | ||
| IVV | $395,656 | 0.18% | 528 | ||||
| UTG | $392,721 | 0.18% | 9,644 | $66,708 | Up ×2 | ||
| CAIQ Calamos Nasdaq Autocallable Income ETF | $380,085 | 0.17% | 14,156 | Up ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $355,571 | 0.16% | 2,601 | $-84,334 | Up ×1 | ||
| VOO | $349,739 | 0.16% | 509 | $21,562 | Down ×1 | ||
| BUXX Strive Enhanced Income Short Maturity ETF | $339,467 | 0.15% | 16,772 | $8,029 | Up ×1 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $319,510 | 0.14% | 3,329 | $-361,567 | Down ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $296,266 | 0.13% | 4,106 | $-214,293 | Down ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $282,809 | 0.13% | 1,929 | ||||
| PFE Pfizer, Inc. Common Stock | $280,796 | 0.13% | 11,661 | $-41,817 | Up ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $276,389 | 0.13% | 3,871 | $-519,348 | Down ×1 | ||
| PCN Pimco Corporate & Income Strategy Fund Common Stock | $258,402 | 0.12% | 21,624 | $4,249 | Up ×2 | ||
| MO Altria Group, Inc. | $250,314 | 0.11% | 3,479 | Up ×1 | |||
| GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust Common Shares of Beneficial Interest | $233,941 | 0.11% | 16,179 | $-8,144 | Down ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $224,303 | 0.10% | 533 | $23,820 | Down ×1 | ||
| IWM | $219,647 | 0.10% | 731 | ||||
| SCHD | $213,632 | 0.10% | 6,737 | ||||
| IWV | $208,083 | 0.09% | 488 | ||||
| MRK Merck & Company, Inc. Common Stock (new) | $207,151 | 0.09% | 1,612 | ||||
| LNTH Lantheus Holdings, Inc. - Common Stock | $202,466 | 0.09% | 1,825 | ||||
| EXEL Exelixis, Inc. - Common Stock | $194,244 | 0.09% | 3,570 | ||||
| CAH Cardinal Health, Inc. Common Stock | $189,568 | 0.09% | 798 | $-107,111 | Down ×1 | ||
| HQY HealthEquity, Inc. - Common Stock | $174,498 | 0.08% | 1,932 | ||||
| SOLZ Solana ETF | $160,312 | 0.07% | 21,723 | $-40,516 | Down ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| GOOG | $633,814 | 1,794 | 0.29% |
| Unknown issuer (CUSIP: 12811T522) | $469,607 | 16,947 | 0.21% |
| IVV | $395,656 | 528 | 0.18% |
| CAIQ | $380,085 | 14,156 | 0.17% |
| PG | $282,809 | 1,929 | 0.13% |
| MO | $250,314 | 3,479 | 0.11% |
| IWM | $219,647 | 731 | 0.10% |
| SCHD | $213,632 | 6,737 | 0.10% |
| IWV | $208,083 | 488 | 0.09% |
| MRK | $207,151 | 1,612 | 0.09% |
| LNTH | $202,466 | 1,825 | 0.09% |
| EXEL | $194,244 | 3,570 | 0.09% |
| HQY | $174,498 | 1,932 | 0.08% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SPY | Bought more | +5K | +$4.9M |
| QQQ | Bought more | +815 | +$4.9M |
| META | Trimmed | -6K | -$3.5M |
| XLG | Bought more | +4K | +$1.6M |
| ARCC | Bought more | +46K | +$1.2M |
| MSFT | Trimmed | -3K | -$1.2M |
| CLOZ | Bought more | +16K | +$1.0M |
| AAPL | Bought more | +1K | +$988K |
| QQQI | Trimmed | -4K | +$795K |
| GOF | Bought more | +94K | +$791K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| ARKK | June 30, 2026 | 8,917 | $602,700 | No longer tracked |
| GOOG | March 31, 2026 | 1,807 | $566,953 | 19.0% |
| SFM | June 30, 2026 | 5,101 | $393,440 | -6.7% |
| QCOM | June 30, 2026 | 2,943 | $379,048 | -12.5% |
| CMCSA | March 31, 2026 | 10,661 | $318,656 | -6.8% |
| BRKB | June 30, 2026 | 664 | $318,189 | No longer tracked |
| EXPE | June 30, 2026 | 1,308 | $301,911 | 29.1% |
| CRCL | June 30, 2026 | 2,989 | $285,180 | 22.2% |
| COR | June 30, 2026 | 906 | $284,485 | 11.8% |
| JBHT | March 31, 2026 | 1,428 | $277,575 | 31.6% |
| REVG | March 31, 2026 | 4,553 | $276,868 | No longer tracked |
| DLTR | June 30, 2026 | 2,444 | $267,642 | 11.5% |
| EBAY | March 31, 2026 | 3,049 | $265,579 | 14.5% |
| ARES | March 31, 2026 | 1,581 | $255,588 | 30.6% |
| VNT | March 31, 2026 | 6,531 | $242,809 | -7.6% |
| VIPS | March 31, 2026 | 13,483 | $238,514 | -8.3% |
| SLV | June 30, 2026 | 3,473 | $236,650 | No longer tracked |
| KR | March 31, 2026 | 3,711 | $231,872 | -21.3% |
| MEDP | June 30, 2026 | 477 | $229,051 | 14.6% |
| PLTR | June 30, 2026 | 1,558 | $227,904 | 46.6% |
| FOX | June 30, 2026 | 4,216 | $223,895 | 29.6% |
| CBTJ | June 30, 2026 | 11,301 | $213,189 | No longer tracked |
| MP | June 30, 2026 | 4,273 | $206,215 | 1.4% |
| DIS | March 31, 2026 | 1,806 | $205,481 | 10.4% |
| COIN | June 30, 2026 | 1,153 | $201,325 | 3.9% |
| IWV | March 31, 2026 | 488 | $188,783 | No longer tracked |
| IWM | March 31, 2026 | 721 | $177,468 | No longer tracked |
| ETHE | June 30, 2026 | 10,321 | $176,183 | No longer tracked |
| MAIN | March 31, 2026 | 2,894 | $174,743 | 10.6% |
| PG | March 31, 2026 | 1,200 | $171,977 | 1.2% |
| WWD | March 31, 2026 | 555 | $167,788 | 1.2% |
| HCA | March 31, 2026 | 358 | $167,136 | -11.1% |
| GDX | March 31, 2026 | 1,865 | $159,987 | No longer tracked |
| BMNR | March 31, 2026 | 5,639 | $153,105 | -6.4% |
| UNP | March 31, 2026 | 652 | $150,757 | 26.3% |
| PEG | March 31, 2026 | 1,858 | $149,192 | -6.4% |
| QQQM | March 31, 2026 | 576 | $145,793 | |
| SPXL | March 31, 2026 | 650 | $143,397 | No longer tracked |
| WMT | March 31, 2026 | 1,164 | $129,701 | -6.2% |
| ARKW | March 31, 2026 | 801 | $118,332 | No longer tracked |
| ABBV | March 31, 2026 | 493 | $112,668 | 22.0% |
| SIXG | March 31, 2026 | 1,762 | $112,492 | No longer tracked |
| HD | March 31, 2026 | 326 | $112,102 | 5.6% |
| JPM | March 31, 2026 | 336 | $108,173 | 22.9% |
| QUAL | March 31, 2026 | 523 | $103,841 | No longer tracked |
| XLP | March 31, 2026 | 1,297 | $100,785 | No longer tracked |
| VO | March 31, 2026 | 328 | $95,292 | No longer tracked |
| HQY | March 31, 2026 | 1,006 | $92,159 | 24.0% |
| GS | March 31, 2026 | 102 | $90,093 | 20.5% |
| USMV | March 31, 2026 | 931 | $87,663 | No longer tracked |
| AAAU | March 31, 2026 | 2,017 | $85,823 | No longer tracked |
| PCRX | March 31, 2026 | 3,310 | $85,663 | 8.5% |
| SIGI | March 31, 2026 | 999 | $83,609 | 21.2% |
| IHI | March 31, 2026 | 1,302 | $80,924 | No longer tracked |
| IAU | March 31, 2026 | 989 | $80,278 | No longer tracked |
| VGLT | March 31, 2026 | 1,434 | $80,024 | |
| EXEL | March 31, 2026 | 1,808 | $79,245 | 26.5% |
| LNTH | March 31, 2026 | 1,184 | $78,795 | 32.2% |
| VIG | March 31, 2026 | 347 | $76,245 | No longer tracked |
| KHC | March 31, 2026 | 3,018 | $73,193 | 13.0% |
| SPYG | March 31, 2026 | 686 | $73,163 | No longer tracked |
| KMB | March 31, 2026 | 714 | $72,035 | 13.2% |
| PBH | March 31, 2026 | 1,135 | $70,018 | -12.2% |
| SYK | March 31, 2026 | 198 | $69,749 | 4.2% |
| MFC | March 31, 2026 | 1,894 | $68,714 | 27.4% |
| POST | March 31, 2026 | 679 | $67,255 | -17.9% |
| XLF | March 31, 2026 | 1,199 | $65,654 | No longer tracked |
| OHI | March 31, 2026 | 1,470 | $65,172 | 6.0% |
| PTY | March 31, 2026 | 5,010 | $64,627 | -2.8% |
| VHT | March 31, 2026 | 220 | $63,191 | No longer tracked |
| HON | March 31, 2026 | 320 | $62,359 | -0.2% |
| NSC | March 31, 2026 | 215 | $62,075 | 22.4% |
| PINK | March 31, 2026 | 1,667 | $61,022 | No longer tracked |
| MCD | March 31, 2026 | 199 | $60,718 | -12.7% |
| ARKQ | March 31, 2026 | 515 | $59,085 | No longer tracked |
| IBB | March 31, 2026 | 349 | $58,901 | 26.2% |
| UTF | March 31, 2026 | 2,400 | $57,870 | 5.2% |
| XLU | March 31, 2026 | 1,339 | $57,148 | No longer tracked |
| BAC | March 31, 2026 | 986 | $54,231 | 31.4% |
| GD | March 31, 2026 | 160 | $53,866 | 15.2% |
| AFL | March 31, 2026 | 476 | $52,535 | 9.2% |
| ADP | March 31, 2026 | 202 | $51,956 | 36.2% |
| MELI | March 31, 2026 | 24 | $48,342 | 5.2% |
| PRU | March 31, 2026 | 426 | $48,124 | 27.1% |
| ACWV | March 31, 2026 | 404 | $47,975 | No longer tracked |
| VV | March 31, 2026 | 151 | $47,625 | No longer tracked |
| IWB | March 31, 2026 | 123 | $45,933 | No longer tracked |
| NDSN | March 31, 2026 | 189 | $45,439 | 14.6% |
| SCHD | March 31, 2026 | 1,620 | $44,436 | No longer tracked |
| FE | March 31, 2026 | 933 | $41,762 | -6.4% |
| RPM | March 31, 2026 | 396 | $41,155 | 13.8% |
| XLRE | March 31, 2026 | 1,000 | $40,350 | No longer tracked |
| VZ | March 31, 2026 | 964 | $39,273 | -1.6% |
| MANH | March 31, 2026 | 222 | $38,475 | 52.6% |
| TLT | March 31, 2026 | 440 | $38,344 | |
| IVV | March 31, 2026 | 56 | $38,155 | No longer tracked |
| LOW | March 31, 2026 | 157 | $37,862 | -5.5% |
| CRH | March 31, 2026 | 303 | $37,835 | -10.1% |
| KVUE | March 31, 2026 | 2,192 | $37,813 | 10.1% |
| CFG | March 31, 2026 | 643 | $37,546 | 22.1% |
| HRMY | March 31, 2026 | 1,000 | $37,420 | 40.0% |
| ISRG | March 31, 2026 | 66 | $37,380 | -12.7% |
| CIEN | March 31, 2026 | 157 | $36,718 | 2.1% |
| SGI | March 31, 2026 | 407 | $36,329 | -10.8% |
| VDC | March 31, 2026 | 172 | $36,308 | No longer tracked |
| BTCL | March 31, 2026 | 1,250 | $36,156 | No longer tracked |
| PFN | March 31, 2026 | 4,744 | $35,581 | 2.5% |
| CDNS | March 31, 2026 | 111 | $34,696 | 13.5% |
| CLH | March 31, 2026 | 143 | $33,531 | 13.7% |
| ADBE | March 31, 2026 | 95 | $33,249 | 11.4% |
| T | March 31, 2026 | 1,205 | $29,932 | -12.6% |
| SBUX | March 31, 2026 | 346 | $29,130 | 20.3% |
| CB | March 31, 2026 | 90 | $28,091 | 6.8% |
| RCL | March 31, 2026 | 100 | $27,892 | 10.2% |
| MKC | March 31, 2026 | 404 | $27,548 | 11.3% |
| JNK | March 31, 2026 | 283 | $27,510 | No longer tracked |
| COST | March 31, 2026 | 32 | $27,453 | -2.2% |
| SPLV | March 31, 2026 | 379 | $27,085 | No longer tracked |
| KEX | March 31, 2026 | 233 | $25,672 | 5.4% |
| GEV | March 31, 2026 | 38 | $24,836 | 11.9% |
| MMM | March 31, 2026 | 155 | $24,774 | 26.2% |
| ALB | March 31, 2026 | 175 | $24,752 | -26.5% |
| RPG | March 31, 2026 | 526 | $24,533 | No longer tracked |
| BOXX | March 31, 2026 | 210 | $24,171 | No longer tracked |
| LKQ | March 31, 2026 | 792 | $23,913 | -11.3% |
| ETR | March 31, 2026 | 258 | $23,847 | -3.5% |
| AZO | March 31, 2026 | 7 | $23,740 | -7.1% |
| DY | March 31, 2026 | 70 | $23,653 | 18.3% |
| TLN | March 31, 2026 | 63 | $23,615 | -1.6% |
| GBTC | March 31, 2026 | 342 | $23,379 | No longer tracked |
| CEG | March 31, 2026 | 64 | $22,609 | -3.8% |
| JCI | March 31, 2026 | 186 | $22,292 | 11.5% |
| VXUS | March 31, 2026 | 292 | $22,023 | |
| DTM | March 31, 2026 | 184 | $22,021 | -0.1% |
| XHB | March 31, 2026 | 214 | $21,989 | No longer tracked |
| TMUS | March 31, 2026 | 108 | $21,928 | -11.5% |
| LLY | March 31, 2026 | 20 | $21,854 | 40.0% |
| MPC | March 31, 2026 | 133 | $21,674 | 48.3% |
| XBI | March 31, 2026 | 175 | $21,387 | No longer tracked |
| CWB | March 31, 2026 | 239 | $21,319 | No longer tracked |
| PCM | March 31, 2026 | 3,460 | $21,244 | -3.6% |
| ZD | March 31, 2026 | 600 | $21,090 | 33.0% |
| GE | March 31, 2026 | 68 | $20,983 | 28.8% |
| EQT | March 31, 2026 | 383 | $20,545 | -15.4% |
| IVW | March 31, 2026 | 164 | $20,182 | No longer tracked |
| SLF | March 31, 2026 | 323 | $20,143 | 28.5% |
| KWEB | March 31, 2026 | 585 | $19,914 | No longer tracked |
| NI | March 31, 2026 | 475 | $19,836 | -10.1% |
| XLY | March 31, 2026 | 166 | $19,780 | No longer tracked |
| YCS | March 31, 2026 | 388 | $19,749 | No longer tracked |
| IDA | March 31, 2026 | 154 | $19,490 | -1.0% |
| PNFP | March 31, 2026 | 204 | $19,467 | 20.4% |
| CL | March 31, 2026 | 245 | $19,323 | 8.9% |
| TSM | March 31, 2026 | 63 | $19,238 | 20.9% |
| BIL | March 31, 2026 | 207 | $18,910 | No longer tracked |
| RTX | March 31, 2026 | 100 | $18,340 | 17.0% |
| FSSL | March 31, 2026 | 1,280 | $18,099 | -7.7% |
| MAS | March 31, 2026 | 276 | $17,504 | 25.8% |
| CCJ | March 31, 2026 | 190 | $17,383 | -10.4% |
| AMGN | March 31, 2026 | 53 | $17,369 | 24.8% |
| KKR | March 31, 2026 | 135 | $17,248 | 19.4% |
| AEM | March 31, 2026 | 100 | $16,953 | -0.6% |
| PM | March 31, 2026 | 105 | $16,827 | 13.4% |
| ACRE | March 31, 2026 | 3,500 | $16,730 | -0.8% |
| ACMR | March 31, 2026 | 421 | $16,608 | 103.3% |
| EFV | March 31, 2026 | 232 | $16,569 | No longer tracked |
| VB | March 31, 2026 | 64 | $16,535 | No longer tracked |
| RBA | March 31, 2026 | 160 | $16,473 | -8.3% |
| PWR | March 31, 2026 | 39 | $16,460 | 22.6% |
| EQIX | March 31, 2026 | 21 | $16,089 | 8.8% |
| BLK | March 31, 2026 | 15 | $16,055 | 21.4% |
| AEP | March 31, 2026 | 138 | $15,935 | -3.4% |
| CCI | March 31, 2026 | 179 | $15,908 | -7.9% |
| DYNF | March 31, 2026 | 259 | $15,744 | No longer tracked |
| APD | March 31, 2026 | 62 | $15,412 | 4.9% |
| IAK | March 31, 2026 | 112 | $15,198 | No longer tracked |
| JXI | March 31, 2026 | 191 | $15,028 | No longer tracked |
| DELL | March 31, 2026 | 119 | $14,994 | 165.5% |
| FSK | March 31, 2026 | 1,000 | $14,810 | 18.1% |
| TFC | March 31, 2026 | 300 | $14,763 | 13.7% |
| RFG | March 31, 2026 | 281 | $14,749 | No longer tracked |
| OXLC | March 31, 2026 | 1,000 | $14,640 | -3.9% |
| WEC | March 31, 2026 | 133 | $14,026 | -3.8% |
| PEP | March 31, 2026 | 98 | $14,005 | -8.6% |
| BC | March 31, 2026 | 188 | $13,960 | 13.9% |
| FHN | March 31, 2026 | 565 | $13,504 | 12.3% |
| MRK | March 31, 2026 | 128 | $13,470 | 25.8% |
| DFJ | March 31, 2026 | 140 | $13,467 | No longer tracked |
| VRSK | March 31, 2026 | 59 | $13,288 | -3.8% |
| PGR | March 31, 2026 | 58 | $13,172 | 7.7% |
| PNC | March 31, 2026 | 63 | $13,058 | 22.0% |
| VGT | March 31, 2026 | 17 | $12,977 | No longer tracked |
| ED | March 31, 2026 | 131 | $12,975 | -3.3% |
| YUM | March 31, 2026 | 84 | $12,778 | -5.5% |
| AEE | March 31, 2026 | 127 | $12,682 | 0.5% |
| UNH | March 31, 2026 | 38 | $12,544 | 45.9% |
| KO | March 31, 2026 | 178 | $12,410 | 18.2% |
| ITOT | March 31, 2026 | 83 | $12,319 | No longer tracked |
| IWO | March 31, 2026 | 38 | $12,310 | No longer tracked |
| SPDW | March 31, 2026 | 277 | $12,302 | No longer tracked |
| SPYV | March 31, 2026 | 216 | $12,271 | No longer tracked |
| ZBH | March 31, 2026 | 136 | $12,237 | 11.8% |
| NEE | March 31, 2026 | 152 | $12,203 | -6.9% |
| SRE | March 31, 2026 | 138 | $12,184 | -10.7% |
| FANG | March 31, 2026 | 79 | $11,882 | 7.4% |
| MDLZ | March 31, 2026 | 218 | $11,754 | 10.8% |
| XEL | March 31, 2026 | 158 | $11,670 | 0.2% |
| PPL | March 31, 2026 | 332 | $11,632 | -6.2% |
| WBD | March 31, 2026 | 402 | $11,586 | 4.3% |
| QGRO | March 31, 2026 | 100 | $11,465 | No longer tracked |
| ITB | March 31, 2026 | 118 | $11,323 | No longer tracked |
| XLE | March 31, 2026 | 251 | $11,216 | No longer tracked |
| GLW | March 31, 2026 | 126 | $11,033 | 12.4% |
| AGNG | March 31, 2026 | 307 | $11,014 | |
| SCHK | March 31, 2026 | 332 | $10,890 | No longer tracked |
| BKNG | March 31, 2026 | 2 | $10,711 | 27.6% |
| ETHW | March 31, 2026 | 500 | $10,635 | No longer tracked |
| IGV | March 31, 2026 | 100 | $10,569 | No longer tracked |
| CNP | March 31, 2026 | 274 | $10,505 | -5.6% |
| FNV | March 31, 2026 | 50 | $10,364 | 0.7% |
| IVE | March 31, 2026 | 49 | $10,355 | No longer tracked |
| GDLC | March 31, 2026 | 250 | $10,331 | No longer tracked |
| NEM | March 31, 2026 | 102 | $10,202 | 15.2% |
| BITX | March 31, 2026 | 360 | $9,973 | No longer tracked |
| DLR | March 31, 2026 | 64 | $9,901 | 7.2% |
| MCK | March 31, 2026 | 12 | $9,790 | -0.1% |
| SHOP | March 31, 2026 | 60 | $9,658 | 25.0% |
| SPHR | March 31, 2026 | 100 | $9,508 | 37.9% |
| LEU | March 31, 2026 | 38 | $9,225 | 1.4% |
| PANW | March 31, 2026 | 50 | $9,210 | 124.0% |
| PAM | March 31, 2026 | 104 | $9,205 | -10.3% |
| ALNY | March 31, 2026 | 23 | $9,146 | -27.4% |
| TNA | March 31, 2026 | 200 | $9,108 | No longer tracked |
| LNT | March 31, 2026 | 138 | $8,971 | -2.0% |
| PRF | March 31, 2026 | 189 | $8,868 | No longer tracked |
| TIC | March 31, 2026 | 868 | $8,775 | 41.9% |
| AMH | March 31, 2026 | 272 | $8,729 | 22.3% |
| LMT | March 31, 2026 | 18 | $8,620 | -0.1% |
| CRM | March 31, 2026 | 32 | $8,477 | 8.1% |
| SLVR | March 31, 2026 | 150 | $8,370 | |
| RPV | March 31, 2026 | 81 | $8,335 | No longer tracked |
| LULU | March 31, 2026 | 40 | $8,312 | -21.7% |
| IBM | March 31, 2026 | 28 | $8,161 | -3.1% |
| GM | March 31, 2026 | 100 | $8,132 | 14.8% |
| KNX | March 31, 2026 | 155 | $8,112 | 23.2% |
| TGS | March 31, 2026 | 259 | $8,056 | -19.6% |
| UROY | March 31, 2026 | 2,250 | $7,965 | 14.8% |
| ANET | March 31, 2026 | 59 | $7,731 | 53.8% |
| MDY | March 31, 2026 | 13 | $7,682 | No longer tracked |
| SMIN | March 31, 2026 | 108 | $7,535 | No longer tracked |
| SCHM | March 31, 2026 | 249 | $7,487 | No longer tracked |
| VST | March 31, 2026 | 46 | $7,421 | -8.0% |
| BCAT | March 31, 2026 | 500 | $7,080 | 11.9% |
| IYW | March 31, 2026 | 35 | $7,000 | No longer tracked |
| AMRN | March 31, 2026 | 500 | $6,978 | -0.6% |
| ACCO | March 31, 2026 | 1,820 | $6,788 | 45.5% |
| CAPE | March 31, 2026 | 208 | $6,717 | No longer tracked |
| DGRW | March 31, 2026 | 75 | $6,671 | |
| VOX | March 31, 2026 | 34 | $6,505 | No longer tracked |
| HI | March 31, 2026 | 203 | $6,444 | No longer tracked |
| FCNCA | March 31, 2026 | 3 | $6,439 | 15.8% |
| IIIV | March 31, 2026 | 255 | $6,423 | -26.1% |
| MITK | March 31, 2026 | 600 | $6,330 | 38.5% |
| IJH | March 31, 2026 | 96 | $6,316 | No longer tracked |
| KEY | March 31, 2026 | 300 | $6,192 | 13.3% |
| IEFA | March 31, 2026 | 68 | $6,054 | No longer tracked |
| FCF | March 31, 2026 | 347 | $5,857 | 21.8% |
| MU | March 31, 2026 | 20 | $5,733 | 174.5% |
| ARKF | March 31, 2026 | 120 | $5,716 | No longer tracked |
| CVX | March 31, 2026 | 37 | $5,600 | 0.1% |
| CSCO | March 31, 2026 | 72 | $5,572 | 43.2% |
| APA | March 31, 2026 | 226 | $5,528 | 3.6% |
| AIT | March 31, 2026 | 21 | $5,482 | 33.7% |
| MSGE | March 31, 2026 | 100 | $5,389 | 40.5% |
| PPG | March 31, 2026 | 52 | $5,363 | 7.5% |
| MSTR | March 31, 2026 | 35 | $5,318 | -22.1% |
| CARR | March 31, 2026 | 100 | $5,284 | 9.4% |
| ELV | March 31, 2026 | 15 | $5,258 | 36.8% |
| ARKG | March 31, 2026 | 181 | $5,244 | No longer tracked |
| FCX | March 31, 2026 | 103 | $5,228 | 15.5% |
| NFBK | March 31, 2026 | 454 | $5,188 | No longer tracked |
| DIA | March 31, 2026 | 11 | $5,170 | No longer tracked |
| HAS | March 31, 2026 | 63 | $5,170 | 1.0% |
| DSL | March 31, 2026 | 456 | $5,135 | -1.2% |
| NVO | March 31, 2026 | 99 | $5,013 | 27.7% |
| CVS | March 31, 2026 | 61 | $4,865 | 33.2% |
| IWN | March 31, 2026 | 26 | $4,726 | No longer tracked |
| ABNB | March 31, 2026 | 34 | $4,614 | 48.1% |
| CTAS | March 31, 2026 | 24 | $4,599 | 20.7% |
| DAL | March 31, 2026 | 66 | $4,580 | 27.9% |
| V | March 31, 2026 | 13 | $4,559 | 21.8% |
| JMST | March 31, 2026 | 88 | $4,507 | No longer tracked |
| SHEL | March 31, 2026 | 60 | $4,415 | 0.5% |
| SNOW | March 31, 2026 | 20 | $4,387 | 111.8% |
| IGR | March 31, 2026 | 1,000 | $4,380 | 6.9% |
| XYL | March 31, 2026 | 32 | $4,328 | -3.7% |
| URA | March 31, 2026 | 100 | $4,273 | No longer tracked |
| MRVL | March 31, 2026 | 50 | $4,249 | 134.7% |
| NVS | March 31, 2026 | 30 | $4,136 | 3.7% |
| GEHC | March 31, 2026 | 50 | $4,101 | 5.3% |
| PAYX | March 31, 2026 | 36 | $4,022 | 33.4% |
| EEM | March 31, 2026 | 70 | $3,830 | No longer tracked |
| SOLT | March 31, 2026 | 600 | $3,828 | |
| SOLS | March 31, 2026 | 78 | $3,789 | -23.7% |
| IEP | March 31, 2026 | 500 | $3,775 | -9.1% |
| VCIT | March 31, 2026 | 45 | $3,768 | |
| YUMC | March 31, 2026 | 78 | $3,747 | -2.3% |
| TDC | March 31, 2026 | 122 | $3,714 | 10.5% |
| WMB | March 31, 2026 | 61 | $3,667 | 2.4% |
| BLSH | March 31, 2026 | 95 | $3,598 | -26.7% |
| CDE | March 31, 2026 | 200 | $3,566 | 7.5% |
| TXN | March 31, 2026 | 20 | $3,552 | 38.9% |
| KMI | March 31, 2026 | 127 | $3,491 | -2.8% |
| RSG | March 31, 2026 | 16 | $3,466 | 1.5% |
| XLB | March 31, 2026 | 76 | $3,439 | No longer tracked |
| DFH | March 31, 2026 | 193 | $3,300 | 12.9% |
| BSOL | March 31, 2026 | 200 | $3,280 | No longer tracked |
| IJS | March 31, 2026 | 29 | $3,265 | No longer tracked |
| ONDS | March 31, 2026 | 330 | $3,221 | -3.8% |
| AGG | March 31, 2026 | 32 | $3,214 | No longer tracked |
| ZROZ | March 31, 2026 | 50 | $3,213 | No longer tracked |
| IJT | March 31, 2026 | 22 | $3,050 | |
| IWC | March 31, 2026 | 19 | $2,935 | No longer tracked |
| UEC | March 31, 2026 | 250 | $2,920 | No longer tracked |
| VOD | March 31, 2026 | 221 | $2,919 | 7.8% |
| TMO | March 31, 2026 | 5 | $2,913 | 25.2% |
| CSQ | March 31, 2026 | 150 | $2,880 | 21.6% |
| HLT | March 31, 2026 | 10 | $2,873 | 10.1% |
| SMR | March 31, 2026 | 200 | $2,834 | -20.3% |
| FISV | March 31, 2026 | 42 | $2,821 | -5.5% |
| VCR | March 31, 2026 | 7 | $2,779 | No longer tracked |
| UIS | March 31, 2026 | 1,000 | $2,760 | 31.5% |
| XT | March 31, 2026 | 39 | $2,720 | |
| BEP | March 31, 2026 | 100 | $2,697 | 1.6% |
| ORLA | March 31, 2026 | 200 | $2,694 | No longer tracked |
| DJT | March 31, 2026 | 200 | $2,648 | -12.3% |
| HYS | March 31, 2026 | 28 | $2,626 | No longer tracked |
| GILD | March 31, 2026 | 21 | $2,578 | 6.5% |
| VTIP | March 31, 2026 | 52 | $2,568 | |
| VEA | March 31, 2026 | 39 | $2,453 | No longer tracked |
| FMX | March 31, 2026 | 24 | $2,450 | 6.7% |
| MSLC | March 31, 2026 | 44 | $2,417 | No longer tracked |
| KNSL | March 31, 2026 | 6 | $2,354 | 11.7% |
| NATL | March 31, 2026 | 61 | $2,325 | 5.9% |
| BNDD | March 31, 2026 | 24 | $2,319 | No longer tracked |
| BTC | March 31, 2026 | 58 | $2,246 | No longer tracked |
| GBDC | March 31, 2026 | 165 | $2,245 | 4.0% |
| SCHH | March 31, 2026 | 106 | $2,214 | No longer tracked |
| MKL | March 31, 2026 | 1 | $2,150 | -5.0% |
| KRE | March 31, 2026 | 33 | $2,110 | No longer tracked |
| PYPL | March 31, 2026 | 35 | $2,043 | 36.3% |
| LUV | March 31, 2026 | 48 | $1,984 | 12.9% |
| XLI | March 31, 2026 | 13 | $1,945 | No longer tracked |
| KODK | March 31, 2026 | 214 | $1,810 | 9.3% |
| NKE | March 31, 2026 | 28 | $1,784 | -22.5% |
| MBB | March 31, 2026 | 18 | $1,693 | |
| SONY | March 31, 2026 | 60 | $1,539 | 14.3% |
| LHX | March 31, 2026 | 5 | $1,527 | -19.1% |
| CCL | March 31, 2026 | 49 | $1,497 | 6.0% |
| YBTC | March 31, 2026 | 51 | $1,464 | No longer tracked |
| AAL | March 31, 2026 | 86 | $1,311 | 30.2% |
| AEC | March 31, 2026 | 250 | $1,283 | -22.9% |
| VYX | March 31, 2026 | 122 | $1,244 | 20.4% |
| F | March 31, 2026 | 92 | $1,209 | 24.0% |
| AIFD | March 31, 2026 | 30 | $1,127 | |
| CTVA | March 31, 2026 | 17 | $1,112 | -5.6% |
| AGZ | March 31, 2026 | 10 | $1,090 | No longer tracked |
| TGT | March 31, 2026 | 10 | $978 | 32.7% |
| MAR | March 31, 2026 | 3 | $935 | 11.3% |
| MVIS | March 31, 2026 | 1,000 | $828 | 172.7% |
| VWO | March 31, 2026 | 15 | $816 | No longer tracked |
| DBI | March 31, 2026 | 95 | $706 | 7.4% |
| BITW | March 31, 2026 | 12 | $705 | No longer tracked |
| DD | March 31, 2026 | 17 | $687 | 204.4% |
| IDGT | March 31, 2026 | 8 | $673 | No longer tracked |
| PCY | March 31, 2026 | 31 | $672 | No longer tracked |
| Q | March 31, 2026 | 8 | $654 | 11.0% |
| TXG | March 31, 2026 | 40 | $652 | 180.8% |
| XYZ | March 31, 2026 | 10 | $651 | 33.9% |
| KBE | March 31, 2026 | 11 | $641 | No longer tracked |
| SOLV | March 31, 2026 | 6 | $475 | 36.8% |
| UA | March 31, 2026 | 92 | $442 | -13.0% |
| DBC | March 31, 2026 | 17 | $384 | No longer tracked |
| GTO | March 31, 2026 | 8 | $381 | No longer tracked |
| INTC | March 31, 2026 | 10 | $376 | 108.8% |
| DNN | March 31, 2026 | 125 | $333 | No longer tracked |
| GME | March 31, 2026 | 16 | $321 | -21.8% |
| HYG | March 31, 2026 | 4 | $319 | No longer tracked |
| FDX | March 31, 2026 | 1 | $289 | -5.2% |
| IGSB | March 31, 2026 | 5 | $272 | |
| EMB | March 31, 2026 | 3 | $254 | |
| EWW | March 31, 2026 | 4 | $252 | No longer tracked |
| MET | March 31, 2026 | 3 | $251 | 36.8% |
| WAB | March 31, 2026 | 1 | $213 | 17.3% |
| UAA | March 31, 2026 | 42 | $209 | -13.1% |
| JEPQ | March 31, 2026 | 3 | $165 | |
| PSA | March 31, 2026 | 1 | $136 | 21.2% |
| RKT | March 31, 2026 | 7 | $136 | 4.2% |
| EIDO | March 31, 2026 | 7 | $130 | No longer tracked |
| VTRS | March 31, 2026 | 10 | $125 | 21.9% |
| XLC | March 31, 2026 | 1 | $107 | No longer tracked |
| REZI | March 31, 2026 | 3 | $105 | -36.2% |
| WERN | March 31, 2026 | 3 | $90 | 31.6% |
| EWM | March 31, 2026 | 3 | $82 | No longer tracked |
| LAD | March 31, 2026 | 0 | $52 | 47.7% |
| MAT | March 31, 2026 | 2 | $40 | 1.4% |
| AAP | March 31, 2026 | 1 | $39 | 11.0% |
| NXPI | March 31, 2026 | 0 | $39 | 15.9% |
| IEF | March 31, 2026 | 0 | $27 | |
| DNA | March 31, 2026 | 2 | $17 | 17.1% |
| GTX | March 31, 2026 | 1 | $17 | 51.4% |
| JBL | March 31, 2026 | 0 | $17 | 22.8% |
| AUUD | March 31, 2026 | 16 | $16 | -76.8% |
| SWKS | March 31, 2026 | 0 | $14 | 29.7% |
| BBBYWS | March 31, 2026 | 20 | $13 | No longer tracked |
| ADX | March 31, 2026 | 0 | $7 | 19.1% |
| CNQ | March 31, 2026 | 0 | $7 | 3.0% |
| AMC | March 31, 2026 | 2 | $3 | 152.6% |
| GMEWS | March 31, 2026 | 1 | $3 | No longer tracked |
| SLB | March 31, 2026 | 0 | $1 | 4.5% |
| XES | March 31, 2026 | 0 | $1 | No longer tracked |