EP Wealth Advisors, LLC
- SEC CIK
- 0001540569
- Latest filing
- Aug 11, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 1,282
- +48 vs. Q4 2024
- Portfolio value
- $12.5B
- +$264.4M (+2.2%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,336,464 | $1.24B | 9.9% | +109,654+3.4% | Added | – |
| AAPLApple Inc. | Stock | 2,016,719 | $448.0M | 3.6% | −33,083−1.6% | Reduced | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 5,394,520 | $413.1M | 3.3% | +819,212+17.9% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,383,097 | $411.7M | 3.3% | −97,865−3.9% | Reduced | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 4,298,002 | $356.5M | 2.8% | +540,548+14.4% | Added | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,712,698 | $299.2M | 2.4% | +554,630+10.8% | Added | – |
| MSFTMicrosoft Corp | Stock | 715,551 | $268.6M | 2.1% | +28,019+4.1% | Added | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,061,830 | $259.8M | 2.1% | +125,362+13.4% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,412,696 | $245.0M | 2.0% | +649,981+13.6% | Added | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,515,445 | $243.3M | 1.9% | +239,192+18.7% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,345,970 | $232.1M | 1.9% | +30,479+1.3% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 406,522 | $227.4M | 1.8% | +20,329+5.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,085,574 | $206.5M | 1.6% | +20,989+2.0% | Added | History |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 6,473,128 | $197.9M | 1.6% | +1,400,997+27.6% | Added | – |
| Advisor Managed Portfolios00777X660 | CORNERCAP FUNDAM | 4,249,115 | $176.5M | 1.4% | −38,021−0.9% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 704,605 | $172.8M | 1.4% | +19,671+2.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 1,045,421 | $161.7M | 1.3% | +25,020+2.5% | Added | History |
| NVDANVIDIA Corp | Stock | 1,453,222 | $157.5M | 1.3% | +25,243+1.8% | Added | History |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 3,016,203 | $155.3M | 1.2% | +784,895+35.2% | Added | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 601,701 | $151.5M | 1.2% | +141,196+30.7% | Added | – |
| AVGOBroadcom Inc. | Stock | 879,535 | $147.3M | 1.2% | −22,757−2.5% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 690,537 | $142.6M | 1.1% | +5,737+0.8% | Added | – |
| COSTCostco Wholesale Corp | Stock | 139,638 | $132.1M | 1.1% | +3,096+2.3% | Added | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 5,744,383 | $132.0M | 1.1% | +371,241+6.9% | Added | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 3,007,183 | $118.4M | 0.9% | +341,926+12.8% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 204,449 | $108.9M | 0.9% | +204,449 | New | History |
| METAMeta Platforms, Inc. | Stock | 187,851 | $108.3M | 0.9% | −1,923−1.0% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 901,263 | $107.2M | 0.9% | +53,474+6.3% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 949,055 | $100.1M | 0.8% | −101,456−9.7% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 184,743 | $94.9M | 0.8% | +37,747+25.7% | Added | – |
| JNJJohnson & Johnson | Stock | 562,576 | $93.3M | 0.7% | +18,238+3.4% | Added | History |
| VVisa Inc. | Stock | 246,003 | $86.2M | 0.7% | +15,312+6.6% | Added | History |
| RTXRTX Corp | Stock | 589,007 | $78.0M | 0.6% | +21,656+3.8% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 1,180,257 | $72.8M | 0.6% | −50,187−4.1% | Reduced | History |
| SYKStryker Corp | Stock | 194,858 | $72.5M | 0.6% | +1,716+0.9% | Added | History |
| NEENextera Energy Inc | Stock | 1,016,640 | $72.1M | 0.6% | −21,642−2.1% | Reduced | History |
| iShares Tr464288356 | CALIF MUN BD ETF | 1,274,491 | $71.7M | 0.6% | −148,487−10.4% | Reduced | – |
| MCDMcDonalds Corp | Stock | 224,203 | $70.0M | 0.6% | +8,795+4.1% | Added | History |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 802,070 | $69.0M | 0.6% | +46,383+6.1% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 178,504 | $64.5M | 0.5% | −5,536−3.0% | Reduced | – |
| ALLAllstate Corp | Stock | 310,027 | $64.2M | 0.5% | −6,686−2.1% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 281,727 | $61.3M | 0.5% | −50,913−15.3% | Reduced | History |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 1,253,794 | $59.2M | 0.5% | +23,991+2.0% | Added | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 312,937 | $58.9M | 0.5% | −5,939−1.9% | Reduced | – |
| BLKBlackRock, Inc. | Stock | 61,079 | $57.8M | 0.5% | +299+0.5% | Added | History |
| HONHoneywell International Inc | COM | 270,693 | $57.3M | 0.5% | −93,966−25.8% | Reduced | History |
| LLYEli Lilly & Co | Stock | 69,144 | $57.1M | 0.5% | +35,207+103.7% | Added | History |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 2,028,357 | $57.1M | 0.5% | −123,156−5.7% | Reduced | – |
| SPGIS&P Global Inc. | Stock | 109,745 | $55.8M | 0.4% | +998+0.9% | Added | History |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 857,792 | $55.1M | 0.4% | +84,908+11.0% | Added | – |
| PEPPepsiCo Inc | Stock | 361,823 | $54.3M | 0.4% | +10,200+2.9% | Added | History |
| UNPUnion Pacific Corp | Stock | 228,764 | $54.0M | 0.4% | +7,263+3.3% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 195,300 | $53.7M | 0.4% | +7,205+3.8% | Added | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 564,828 | $52.8M | 0.4% | +4,830+0.9% | Added | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 570,422 | $52.3M | 0.4% | −1,598−0.3% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 87,505 | $49.2M | 0.4% | +1,460+1.7% | Added | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 598,971 | $48.9M | 0.4% | +19,826+3.4% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,469,214 | $48.5M | 0.4% | +286,187+24.2% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 102,385 | $48.0M | 0.4% | −199−0.2% | Reduced | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 551,520 | $45.1M | 0.4% | −2,242−0.4% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 860,783 | $43.8M | 0.3% | −531,783−38.2% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 83,141 | $43.5M | 0.3% | −403−0.5% | Reduced | History |
| ZTSZoetis Inc. | Stock | 259,118 | $42.7M | 0.3% | +12,018+4.9% | Added | History |
| CMCSAComcast Corp | Stock | 1,095,934 | $40.4M | 0.3% | +114,678+11.7% | Added | History |
| GOOGAlphabet Inc. | Stock | 253,687 | $39.6M | 0.3% | +33,081+15.0% | Added | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 778,873 | $38.6M | 0.3% | −27,501−3.4% | Reduced | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 289,507 | $38.1M | 0.3% | +9,423+3.4% | Added | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 316,353 | $37.2M | 0.3% | +176,577+126.3% | Added | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,179,788 | $36.8M | 0.3% | −119,768−9.2% | Reduced | – |
| HCAHCA Healthcare, Inc. | COM | 104,811 | $36.2M | 0.3% | −44,035−29.6% | Reduced | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 176,834 | $34.9M | 0.3% | −1,830−1.0% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 1,452,311 | $33.5M | 0.3% | +43,484+3.1% | Added | – |
| ORLYO Reilly Automotive Inc | Stock | 22,990 | $32.9M | 0.3% | +754+3.4% | Added | History |
| TJXTJX Companies Inc | Stock | 268,884 | $32.8M | 0.3% | +15,730+6.2% | Added | History |
| Bondbloxx ETF Trust09789C721 | IR M TAXAWARE | 646,307 | $32.7M | 0.3% | +145,692+29.1% | Added | – |
| SOSouthern Co | Stock | 346,815 | $31.9M | 0.3% | +3,182+0.9% | Added | History |
| WMWaste Management Inc | Stock | 132,583 | $30.7M | 0.2% | +115,327+668.3% | Added | History |
| HDHome Depot, Inc. | Stock | 82,166 | $30.1M | 0.2% | +7,631+10.2% | Added | History |
| iShares Tr464288877 | EAFE VALUE ETF | 505,497 | $29.8M | 0.2% | −63,259−11.1% | Reduced | – |
| CRMSalesforce, Inc. | Stock | 107,781 | $28.9M | 0.2% | +2,882+2.7% | Added | History |
| Global X FDS37954Y673 | US INFR DEV ETF | 755,241 | $28.5M | 0.2% | +2,591+0.3% | Added | – |
| NKENIKE, Inc. | Stock | 438,092 | $27.8M | 0.2% | +31,080+7.6% | Added | History |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 144,061 | $27.8M | 0.2% | −2,056−1.4% | Reduced | – |
| WELLWelltower Inc. | REIT | 181,143 | $27.8M | 0.2% | +176,986+4,257.5% | Added | History |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 530,502 | $27.6M | 0.2% | +7,124+1.4% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 141,540 | $27.5M | 0.2% | +18,348+14.9% | Added | – |
| ABBVAbbVie Inc. | Stock | 126,128 | $26.4M | 0.2% | +21,090+20.1% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 117,396 | $26.0M | 0.2% | +22,910+24.2% | Added | – |
| VLOValero Energy Corp | Stock | 193,087 | $25.5M | 0.2% | +7,002+3.8% | Added | History |
| SRESempra | Stock | 357,181 | $25.5M | 0.2% | +4,974+1.4% | Added | History |
| GPNGlobal Payments Inc | Stock | 258,964 | $25.4M | 0.2% | +9,809+3.9% | Added | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 80,936 | $25.0M | 0.2% | −530−0.7% | Reduced | – |
| CVXChevron Corp | Stock | 147,035 | $24.6M | 0.2% | +18,415+14.3% | Added | History |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 429,602 | $24.4M | 0.2% | −12,903−2.9% | Reduced | – |
| KEYSKeysight Technologies, Inc. | Stock | 161,649 | $24.2M | 0.2% | −2,489−1.5% | Reduced | History |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 860,660 | $23.9M | 0.2% | +749,724+675.8% | Added | – |
| TSLATesla, Inc. | Stock | 91,864 | $23.8M | 0.2% | +21,146+29.9% | Added | History |
| ROKRockwell Automation, Inc | Stock | 90,516 | $23.4M | 0.2% | +1,471+1.7% | Added | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 263,765 | $23.2M | 0.2% | −72,624−21.6% | Reduced | – |
| ACNAccenture plc | Stock | 73,055 | $22.8M | 0.2% | +48,120+193.0% | Added | History |
Sold out since Q4 2024 (101)
Positions held at the end of Q4 2024 that are gone from this filing.
The largest 100 of 101 by value last quarter.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| SMARSmartsheet Inc | COM CL A | 9,404 | $526.9K | <0.1% | History |
| Calamos ETF Tr12811T704 | S&P 500 STRUCTRD | 16,286 | $408.5K | <0.1% | – |
| Dimensional ETF Trust25434V633 | CALIF MUN BD ETF | 7,706 | $385.7K | <0.1% | – |
| DDOGDatadog, Inc. | CL A COM | 2,588 | $369.8K | <0.1% | History |
| LFVNLifevantage Corp | COM NEW | 20,675 | $362.4K | <0.1% | History |
| Exchange Traded Concepts Tru301505707 | ROBO GLB ETF | 6,336 | $356.4K | <0.1% | – |
| ONOn Semiconductor Corp | Stock | 5,610 | $353.7K | <0.1% | History |
| AIC3.ai, Inc. | Stock | 10,239 | $352.5K | <0.1% | History |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 10,762 | $338.0K | <0.1% | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 6,702 | $338.0K | <0.1% | – |
| JACKJack in the Box Inc | COM | 8,052 | $335.3K | <0.1% | History |
| AMRAlpha Metallurgical Resources, Inc. | COM | 1,636 | $327.4K | <0.1% | History |
| ELEstee Lauder Companies Inc | CL A | 4,334 | $325.0K | <0.1% | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 5,304 | $304.7K | <0.1% | History |
| SWIMLatham Group, Inc. | COM | 43,575 | $303.3K | <0.1% | History |
| COOPMaverick Merger Sub 2, LLC | COM | 2,985 | $286.6K | <0.1% | History |
| SYFSynchrony Financial | COM | 4,294 | $279.1K | <0.1% | History |
| PRSUPursuit Attractions & Hospitality, Inc. | COM | 6,483 | $275.6K | <0.1% | History |
| Flexshares Tr33939L761 | CR SCD US BD | 5,700 | $271.9K | <0.1% | – |
| Flexshares Tr33939L670 | CRE SLCT BD FD | 12,455 | $270.7K | <0.1% | – |
| EGEverest Group, Ltd. | COM | 728 | $263.9K | <0.1% | History |
| ENLCEnLink Midstream, LLC | COM UNIT REP LTD | 17,956 | $254.1K | <0.1% | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 1,947 | $252.9K | <0.1% | History |
| ALBAlbemarle Corp | Stock | 2,816 | $242.4K | <0.1% | History |
| NTRANatera, Inc. | COM | 1,526 | $241.6K | <0.1% | History |
| SMCISuper Micro Computer, Inc. | Stock | 7,897 | $240.7K | <0.1% | History |
| HUBBHubbell Inc | COM | 573 | $240.0K | <0.1% | History |
| EBCEastern Bankshares, Inc. | COM | 13,845 | $238.8K | <0.1% | History |
| U.S. Global Jets ETF26922A842 | ETF | 9,386 | $237.9K | <0.1% | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 5,092 | $236.3K | <0.1% | – |
| DKSDick's Sporting Goods, Inc. | Stock | 1,016 | $232.4K | <0.1% | History |
| FUNSix Flags Entertainment Corporation | COM | 4,794 | $231.0K | <0.1% | History |
| AVAAvista Corp | COM | 6,271 | $229.7K | <0.1% | History |
| WSWorthington Steel, Inc. | COM SHS | 7,216 | $229.6K | <0.1% | History |
| Defiance Quantum ETF26922A420 | ETF | 2,828 | $229.5K | <0.1% | – |
| AWKAmerican Water Works Company, Inc. | Stock | 1,841 | $229.2K | <0.1% | History |
| DEODiageo PLC | SPON ADR NEW | 1,799 | $228.7K | <0.1% | History |
| FSLRFirst Solar, Inc. | Stock | 1,293 | $227.9K | <0.1% | History |
| COHRCoherent Corp. | COM | 2,397 | $227.1K | <0.1% | History |
| CFBCrossfirst Bankshares, Inc. | COM | 14,828 | $224.6K | <0.1% | History |
| QSRRestaurant Brands International Inc. | COM | 3,426 | $223.3K | <0.1% | History |
| KKellanova | Stock | 2,750 | $222.7K | <0.1% | History |
| STKColumbia Seligman Premium Technology Growth Fund, Inc. | COM | 6,941 | $221.8K | <0.1% | History |
| PEGAPegasystems Inc | COM | 2,369 | $220.8K | <0.1% | History |
| MOG.AMoog Inc. | CL A | 1,103 | $217.1K | <0.1% | History |
| FOFCohen & Steers Closed-End Opportunity Fund, Inc. | COM | 17,016 | $216.1K | <0.1% | History |
| CAVACava Group, Inc. | COM | 1,907 | $215.1K | <0.1% | History |
| ENREnergizer Holdings, Inc. | COM | 6,112 | $213.2K | <0.1% | History |
| CRDOCredo Technology Group Holding Ltd | Stock | 3,146 | $211.4K | <0.1% | History |
| Alps ETF Tr00162Q726 | BARRONS 400 ETF | 2,885 | $209.9K | <0.1% | – |
| CRLCharles River Laboratories International, Inc. | COM | 1,132 | $209.0K | <0.1% | History |
| SONSonoco Products Co | COM | 4,252 | $207.7K | <0.1% | History |
| LWLamb Weston Holdings, Inc. | Stock | 3,098 | $207.0K | <0.1% | History |
| AMHAmerican Homes 4 Rent | CL A | 5,517 | $206.4K | <0.1% | History |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 7,254 | $206.2K | <0.1% | History |
| HTLFHeartland Financial USA Inc | COM | 3,362 | $206.1K | <0.1% | History |
| RVTRoyce Small-Cap Trust, Inc. | COM | 13,025 | $205.8K | <0.1% | History |
| NRIXNurix Therapeutics, Inc. | COM | 10,815 | $203.8K | <0.1% | History |
| EXPEagle Materials Inc | COM | 824 | $203.4K | <0.1% | History |
| NWENorthWestern Energy Group, Inc. | COM NEW | 3,802 | $203.3K | <0.1% | History |
| EMEEMCOR Group, Inc. | Stock | 444 | $201.5K | <0.1% | History |
| AEOAmerican Eagle Outfitters Inc | COM | 11,920 | $198.7K | <0.1% | History |
| KEYKeycorp | COM | 11,175 | $191.5K | <0.1% | History |
| NADNuveen Quality Municipal Income Fund | COM | 14,716 | $171.6K | <0.1% | History |
| INGING Groep NV | SPONSORED ADR | 10,454 | $163.8K | <0.1% | History |
| ZUOZuora Inc | COM CL A | 16,498 | $163.7K | <0.1% | History |
| Flexshares Tr33939L506 | IBOXX 3R TARGT | 6,926 | $163.4K | <0.1% | – |
| iShares Tr464287770 | U.S. FIN SVC ETF | 2,097 | $163.2K | <0.1% | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 5,891 | $162.2K | <0.1% | – |
| AMAntero Midstream Corp | Stock | 10,554 | $159.3K | <0.1% | History |
| Neos ETF Trust Nasdaq 100 HDGD78433H667 | ETF | 6,078 | $158.4K | <0.1% | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 3,095 | $157.3K | <0.1% | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 2,634 | $155.8K | <0.1% | – |
| USALiberty All Star Equity Fund | SH BEN INT | 22,341 | $155.3K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 12,061 | $139.1K | <0.1% | – |
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 2,727 | $138.6K | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 6,331 | $133.4K | <0.1% | – |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 1,845 | $130.2K | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G201 | S&P SMLCP MATL | 1,738 | $128.1K | <0.1% | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 1,909 | $125.6K | <0.1% | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 4,460 | $122.1K | <0.1% | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 2,800 | $113.3K | <0.1% | – |
| Franklin Templeton ETF Tr35473P827 | FTSE CANADA | 3,057 | $111.9K | <0.1% | – |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | COM | 13,633 | $111.4K | <0.1% | History |
| Fidelity Covington Trust316092824 | LOW VOLITY ETF | 1,822 | $110.4K | <0.1% | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 1,798 | $110.3K | <0.1% | – |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 1,548 | $110.0K | <0.1% | – |
| iShares Tr464287531 | US DIGI REAL ETF | 1,350 | $108.7K | <0.1% | – |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 3,061 | $108.0K | <0.1% | – |
| Vanguard Admiral FDS Inc921932869 | MIDCP 400 GRTH | 950 | $107.1K | <0.1% | – |
| CXMSprinklr, Inc. | CL A | 12,466 | $105.3K | <0.1% | History |
| Vanguard Wellington FD921935508 | US MOMENTUM | 634 | $104.2K | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E172 | S&P SMLCP STAP | 2,734 | $104.0K | <0.1% | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 693 | $102.9K | <0.1% | – |
| Flexshares Tr33939L787 | GLB QLT R/E IDX | 1,760 | $100.3K | <0.1% | – |
| QBTSD-Wave Quantum Inc. | Stock | 11,122 | $93.4K | <0.1% | History |
| GSATGlobalstar, Inc. | COM | 40,550 | $83.9K | <0.1% | History |
| AMPYAmplify Energy Corp. | COM | 11,496 | $69.0K | <0.1% | History |
| PANLPangaea Logistics Solutions Ltd. | SHS | 10,072 | $54.0K | <0.1% | History |
| CNDTCONDUENT Inc | COM | 10,029 | $40.5K | <0.1% | History |