Overview Institutions Holdings

13F long positions as filed. Not full AUM, not shorts.

Institution · CIK 0000312272 · 2026 Q2 · vs 2026 Q1 · Filed 29 Jul 2026 (25 days ago)

COMMONWEALTH EQUITY SERVICES, LLC

Reported book: $79.5B
Positions: 3,931

Reported book trail

35 quarters on file · 2017 Q4 to 2026 Q2

2017 Q42019 Q12020 Q22021 Q32022 Q32023 Q42025 Q12026 Q2

The book

Top 200 of 3,931 positions · 65% of the book

CutAdded· vs 2026 Q1

AAPL$2.5B▲ +$194.9M IVV$2.0B▲ +$272.7M NVDA$1.7B▲ +$136.9M QQQ$1.2B▲ +$198.0M VEA$1.2B▲ +$112.9M SPY$1.1B▲ +$55.9M MSFT$1.1B▼ -$45.9M AMZN$982.6M▲ +$67.2M VOO$903.5M▲ +$108.8M IWF$833.7M▲ +$100.6M VUG$787.9M▲ +$95.5M GOOGL$732.2M▲ +$113.3M VTI$710.6M▲ +$78.9M CGDV$673.6M▲ +$100.6M CGGR$658.4M▲ +$113.7M VTV$593.4M DGRO$548.4M VIG$544.8M BRK-B$535.5M GOOG$524.1M RDVY$459.5M JPM$438.2M QQQM$430.9M IVW$424.3M LLY$413.6M PVAL$406.4M IWD$388.2M DFAC$371.2M IJR$367.0M AVGO$363.3M VYM$358.2M VWO$352.7M BUFR$346.2M DYNF IJH TSLA CAT IWP$324.8M COST$319.5M JNJ$317.3M VO$316.6M MU$313.8M IWS XLK SCHD MUB GLD SPDW META VB XOM IEFA RSP FENI AMD VONG ABBV IWY IAU CGGO FBND WMT IVE QUAL JEPI TCAF BSV ITOT PG FLCG SPYG JEPQ V CGUS FTEC IEMG AMAT NEE HD VGT FELG AVUS FBCG FDVV FSMD COWZ AGG USMV CVX CSCO JGRO IYW VONV IWO IWN DFAX IBM SDVY FELC FMDE RECS JIRE RTX TSM SOXX IUSG BAI IXUS GEV IUSB MRK PRF PLTR BAC GLW IGSB IWM LRCX VEU GE BND PANW VBR SDY FV CGBL SPYV JHMM DFUS SPYM VZ ONEQ SMH INTC CCL SCHG MCD VV MOAT FESM PULS AMGN DIA AVUV CGXU MA CRWD DFAI XMHQ RWL FELV JPST ORCL CIBR KO MTUM SPMO AIRR ASML CORO SPHQ ADI GSIE CGDG EFA FFLG NFLX AVLV FFLC AXP KLAC MO BIV IWR IAGG DE CGMS PEP FVD AVEM GS DFCF ETN DVY JAAA LMT MRVL XLE VXUS HDV ESGD IJT PM DGRW VOT

Shares added · vs 2026 Q1

Ranked by dollar move

IVV$2.0B held · +1% of shares · +$272.7M value+26.9K sh
QQQM$430.9M held · +21% of shares · +$151.6M value+247.0K sh
LLY$413.6M held · +14% of shares · +$134.7M value+41.6K sh
CGGR$658.4M held · +3% of shares · +$113.7M value+396.1K sh
CGDV$673.6M held · +1% of shares · +$100.6M value+199.9K sh
IWF$833.7M held · -2% of shares · +$100.6M value · 4:1 split-163.1K sh
PVAL$406.4M held · +20% of shares · +$97.3M value+1.31M sh
VUG$787.9M held · -4% of shares · +$95.5M value · 6:1 split-364.8K sh
IVW$424.3M held · +2% of shares · +$80.7M value+47.6K sh
SOXX$154.8M held · +5% of shares · +$78.9M value+10.7K sh
RDVY$459.5M held · +1% of shares · +$76.3M value+57.0K sh
VTV$593.4M held · +3% of shares · +$76.0M value+85.9K sh
GLW$146.0M held · +0% of shares · +$68.3M value+237 sh
DYNF$334.1M held · +5% of shares · +$61.7M value+230.0K sh
FFLG$96.0M held · +122% of shares · +$61.3M value+1.52M sh
BAI$151.9M held · +4% of shares · +$60.5M value+106.2K sh
SPMO$102.1M held · +67% of shares · +$59.7M value+254.1K sh
SPYG$206.7M held · +15% of shares · +$58.6M value+224.6K sh
CRWD$109.7M held · +2% of shares · +$54.5M value+2.4K sh
SMH$124.6M held · +1% of shares · +$52.6M value+2.3K sh
FTEC$190.9M held · +0% of shares · +$52.1M value+1.1K sh
VGT$183.4M held · -1% of shares · +$48.3M value · 8:1 split-14.3K sh
DFAC$371.2M held · +0% of shares · +$47.2M value+31.3K sh
KLAC$94.4M held · -3% of shares · +$46.9M value · 10:1 split-9.4K sh
FENI$269.2M held · +10% of shares · +$42.7M value+619.6K sh
FMDE$156.2M held · +21% of shares · +$42.2M value+677.7K sh
DGRO$548.4M held · +0% of shares · +$41.3M value+10.4K sh
VONG$261.6M held · +2% of shares · +$40.6M value+32.2K sh
RSP$270.8M held · +5% of shares · +$39.1M value+65.7K sh
NIQ$39.1M held · +11044% of shares · +$38.7M value+4.15M sh
JGRO$169.1M held · +9% of shares · +$36.5M value+146.3K sh
SPYV$131.8M held · +29% of shares · +$36.5M value+483.2K sh
FTSM$74.5M held · +96% of shares · +$36.4M value+610.4K sh
FELV$106.4M held · +32% of shares · +$36.4M value+648.0K sh
SPDW$297.1M held · +3% of shares · +$35.7M value+169.1K sh
IWS$307.5M held · +0% of shares · +$35.6M value+2.8K sh
FBCG$180.8M held · +0% of shares · +$35.4M value+9.0K sh
CGUS$197.8M held · +5% of shares · +$34.4M value+193.2K sh
ACYN$39.5M held · +530% of shares · +$33.4M value+1.60M sh
IALT$34.0M held · +3806% of shares · +$33.1M value+1.18M sh
FSMD$179.5M held · +3% of shares · +$31.9M value+96.8K sh
AIRR$100.8M held · +22% of shares · +$31.8M value+134.1K sh
IUSG$152.3M held · +4% of shares · +$31.8M value+33.0K sh
FELG$182.5M held · +4% of shares · +$31.8M value+150.9K sh
FESM$116.8M held · +8% of shares · +$31.5M value+174.9K sh
CIBR$103.7M held · +0% of shares · +$31.5M value+1.7K sh
AVUS$180.9M held · +4% of shares · +$30.4M value+58.7K sh
UNH$82.0M held · +3% of shares · +$30.1M value+5.3K sh
TCAF$217.5M held · +0% of shares · +$29.5M value+8.9K sh
RECS$156.2M held · +11% of shares · +$29.2M value+350.3K sh
JEPQ$202.2M held · +5% of shares · +$28.9M value+167.9K sh
VONV$168.0M held · +6% of shares · +$28.1M value+87.6K sh
FELC$156.5M held · +5% of shares · +$27.9M value+188.5K sh
VO$316.6M held · -2% of shares · +$27.8M value · 4:1 split-93.6K sh
IWM$144.7M held · +1% of shares · +$26.5M value+5.2K sh
PRF$146.8M held · +7% of shares · +$26.3M value+181.3K sh
SPYM$128.9M held · +8% of shares · +$24.8M value+106.0K sh
CORO$98.6M held · +14% of shares · +$22.7M value+333.5K sh
FLCG$207.9M held · +1% of shares · +$22.5M value+41.2K sh
CGXU$110.9M held · +6% of shares · +$21.8M value+180.8K sh
SDVY$157.4M held · +6% of shares · +$21.1M value+192.2K sh
FFLC$95.3M held · +12% of shares · +$20.9M value+167.2K sh
CGBL$132.2M held · +7% of shares · +$20.7M value+241.5K sh
JIRE$155.9M held · +6% of shares · +$20.6M value+103.2K sh
NULG$81.4M held · +3% of shares · +$19.9M value+18.6K sh
ANET$65.1M held · +3% of shares · +$19.3M value+10.1K sh
IXUS$149.9M held · +4% of shares · +$19.3M value+62.7K sh
VEU$140.8M held · +4% of shares · +$19.3M value+62.8K sh
TLH$49.9M held · +59% of shares · +$18.3M value+183.9K sh
TXN$51.6M held · +0% of shares · +$18.0M value+225 sh
SPTI$35.7M held · +100% of shares · +$17.7M value+629.8K sh
COHR$42.4M held · +2% of shares · +$17.4M value+2.6K sh
EFG$61.5M held · +24% of shares · +$17.3M value+97.3K sh
IJT$86.9M held · +1% of shares · +$17.2M value+4.5K sh
DFAX$163.9M held · +3% of shares · +$17.1M value+126.4K sh
DFAI$108.6M held · +12% of shares · +$17.0M value+282.7K sh
SPHQ$97.4M held · +1% of shares · +$17.0M value+12.1K sh
EMXC$69.0M held · +2% of shares · +$17.0M value+13.5K sh
SNDK$20.6M held · +47% of shares · +$16.7M value+2.9K sh
FDVV$180.1M held · +1% of shares · +$16.0M value+17.2K sh
GPIX$54.1M held · +28% of shares · +$15.9M value+210.3K sh
DIA$112.0M held · +3% of shares · +$15.9M value+6.8K sh
PWR$61.2M held · +3% of shares · +$15.8M value+2.2K sh
AVLV$95.3M held · +6% of shares · +$15.6M value+56.7K sh
BLCR$40.1M held · +33% of shares · +$15.5M value+197.5K sh
CCL$122.9M held · +4% of shares · +$15.4M value+149.2K sh
XCEM$33.8M held · +42% of shares · +$15.4M value+187.9K sh
PJUN$38.3M held · +60% of shares · +$15.2M value+333.6K sh
SCHD$304.6M held · +2% of shares · +$14.9M value+162.6K sh
FEMR$50.2M held · +13% of shares · +$14.7M value+138.5K sh
NBIS$22.5M held · +6% of shares · +$14.5M value+4.4K sh
JHMM$131.1M held · +0% of shares · +$14.2M value+6.9K sh
XLI$82.0M held · +6% of shares · +$14.2M value+23.2K sh
CGNG$40.3M held · +30% of shares · +$14.1M value+246.0K sh
SPSM$58.2M held · +10% of shares · +$14.0M value+93.7K sh
DFCF$89.8M held · +18% of shares · +$13.9M value+329.3K sh
FEOE$26.7M held · +95% of shares · +$13.8M value+244.1K sh
CHAT$16.1M held · +327% of shares · +$13.7M value+124.9K sh
RWL$106.4M held · +3% of shares · +$13.7M value+26.1K sh
WDC$22.2M held · +8% of shares · +$13.5M value+2.5K sh

1–100 of 1,660

Shares cut · vs 2026 Q1

Ranked by dollar move

MU$313.8M held · -1% of shares · +$221.1M value-2.5K sh
QQQ$1.2B held · -7% of shares · +$198.0M value-115.8K sh
AAPL$2.5B held · -5% of shares · +$194.9M value-427.5K sh
AMD$266.0M held · -14% of shares · +$158.0M value-73.3K sh
NVDA$1.7B held · -5% of shares · +$136.9M value-482.4K sh
GOOGL$732.2M held · -5% of shares · +$113.3M value-103.3K sh
VEA$1.2B held · -1% of shares · +$112.9M value-103.4K sh
VOO$903.5M held · -1% of shares · +$108.8M value-14.4K sh
AMAT$188.0M held · -3% of shares · +$96.4M value-7.8K sh
CAT$329.9M held · -6% of shares · +$96.3M value-20.0K sh
XLK$307.1M held · -5% of shares · +$82.2M value-80.5K sh
INTC$122.9M held · -8% of shares · +$80.5M value-81.0K sh
VTI$710.6M held · -2% of shares · +$78.9M value-48.7K sh
XOM$277.4M held · -3% of shares · -$76.6M value-57.7K sh
GOOG$524.1M held · -6% of shares · +$72.5M value-91.0K sh
AMZN$982.6M held · -6% of shares · +$67.2M value-272.7K sh
GLD$302.2M held · -4% of shares · -$64.2M value-31.3K sh
PANW$134.2M held · -13% of shares · +$62.0M value-56.6K sh
LRCX$144.2M held · -14% of shares · +$61.0M value-56.4K sh
AVGO$363.3M held · -2% of shares · +$58.5M value-23.0K sh
SPY$1.1B held · -8% of shares · +$55.9M value-134.2K sh
MRVL$89.4M held · -12% of shares · +$55.7M value-39.9K sh
PLTR$146.5M held · -9% of shares · -$55.1M value-122.7K sh
CVX$172.7M held · -5% of shares · -$54.2M value-54.5K sh
VZ$127.8M held · -15% of shares · -$49.8M value-519.0K sh
IAU$234.4M held · -3% of shares · -$48.2M value-101.7K sh
CGGO$233.3M held · -1% of shares · +$47.8M value-47.8K sh
IYW$168.9M held · -0% of shares · +$47.3M value-316 sh
MSFT$1.1B held · -5% of shares · -$45.9M value-146.2K sh
IWD$388.2M held · -0% of shares · +$45.0M value-4.8K sh
NFLX$95.4M held · -8% of shares · -$44.4M value-117.6K sh
CSCO$170.0M held · -11% of shares · +$43.5M value-183.8K sh
TSM$155.4M held · -5% of shares · +$39.4M value-18.0K sh
STX$65.4M held · -1% of shares · +$38.4M value-1.0K sh
GEV$149.1M held · -2% of shares · +$36.5M value-2.1K sh
COST$319.5M held · -4% of shares · -$36.1M value-15.3K sh
IWP$324.8M held · -2% of shares · +$36.1M value-35.3K sh
QUAL$221.4M held · -25% of shares · -$35.6M value-331.1K sh
VIG$544.8M held · -3% of shares · +$34.3M value-71.5K sh
DELL$61.1M held · -16% of shares · +$33.4M value-26.8K sh
HON$30.4M held · -4% of shares · -$33.2M value · 1:2 reverse split-5.1K sh
GE$139.0M held · -1% of shares · +$32.2M value-4.4K sh
ASML$100.5M held · -3% of shares · +$31.9M value-1.4K sh
IWO$167.6M held · -2% of shares · +$31.8M value-7.2K sh
IJR$367.0M held · -8% of shares · +$31.4M value-225.1K sh
VB$288.2M held · -3% of shares · +$31.3M value-30.2K sh
OKE$33.0M held · -47% of shares · -$31.1M value-330.0K sh
WMT$225.3M held · -3% of shares · -$30.2M value-66.9K sh
SHYG$81.3M held · -27% of shares · -$29.1M value-691.8K sh
T$60.9M held · -5% of shares · -$29.0M value-158.8K sh
FIIG$9.8M held · -74% of shares · -$28.7M value-1.38M sh
ITOT$211.7M held · -0% of shares · +$27.9M value-1.8K sh
ABBV$245.4M held · -3% of shares · +$27.7M value-25.6K sh
LMT$89.6M held · -9% of shares · -$26.9M value-16.9K sh
EFV$83.2M held · -26% of shares · -$26.6M value-390.5K sh
JEPI$221.0M held · -10% of shares · -$26.4M value-451.5K sh
MCD$120.7M held · -4% of shares · -$23.4M value-17.0K sh
VWO$352.7M held · -3% of shares · +$23.4M value-184.6K sh
JPM$438.2M held · -5% of shares · +$22.8M value-73.4K sh
ONEQ$127.6M held · -1% of shares · +$21.3M value-15.9K sh
TSLA$331.3M held · -6% of shares · +$21.1M value-46.9K sh
MTUM$102.8M held · -12% of shares · +$20.9M value-41.4K sh
FV$132.5M held · -5% of shares · +$20.9M value-101.0K sh
IGM$78.5M held · -2% of shares · +$20.3M value-11.6K sh
SLV$56.6M held · -6% of shares · -$20.2M value-68.6K sh
SPLV$62.7M held · -26% of shares · -$19.6M value-288.0K sh
PFE$78.9M held · -6% of shares · -$19.0M value-210.9K sh
OEF$68.8M held · -32% of shares · -$18.9M value-87.6K sh
BAC$146.0M held · -2% of shares · +$18.1M value-61.5K sh
KR$13.4M held · -44% of shares · -$18.0M value-192.2K sh
XLE$88.4M held · -4% of shares · -$17.9M value-71.1K sh
META$288.9M held · -4% of shares · -$17.0M value-21.9K sh
IWN$167.4M held · -5% of shares · +$16.9M value-36.9K sh
IEFA$274.8M held · -0% of shares · +$16.8M value-4.1K sh
MDT$43.1M held · -20% of shares · -$16.8M value-140.3K sh
NEE$186.9M held · -3% of shares · -$16.7M value-62.2K sh
ADI$97.1M held · -3% of shares · +$16.6M value-8.5K sh
BOND$34.6M held · -32% of shares · -$16.5M value-178.6K sh
VRT$78.2M held · -5% of shares · +$16.5M value-12.7K sh
QCOM$77.4M held · -12% of shares · +$16.3M value-55.7K sh
PEP$90.9M held · -2% of shares · -$15.7M value-15.2K sh
SCHG$122.8M held · -2% of shares · +$15.1M value-69.9K sh
IAGG$91.8M held · -15% of shares · -$14.8M value-317.0K sh
DOW$8.7M held · -43% of shares · -$14.5M value-238.9K sh
MS$75.5M held · -3% of shares · +$14.2M value-11.3K sh
JBND$70.8M held · -16% of shares · -$14.0M value-254.3K sh
IBM$159.6M held · -6% of shares · +$13.7M value-34.6K sh
DFUS$130.4M held · -4% of shares · +$13.2M value-61.2K sh
AVEM$90.5M held · -2% of shares · +$13.1M value-23.2K sh
VOT$84.3M held · -1% of shares · +$13.0M value-1.8K sh
ETN$89.6M held · -2% of shares · +$12.7M value-4.9K sh
IWY$240.7M held · -10% of shares · +$12.5M value-88.7K sh
MOAT$117.5M held · -16% of shares · -$12.5M value-213.8K sh
AIQ$46.0M held · -3% of shares · +$12.4M value-19.2K sh
NOC$29.4M held · -5% of shares · -$12.0M value-2.9K sh
GS$90.3M held · -4% of shares · +$11.8M value-3.5K sh
BUFR$346.2M held · -4% of shares · +$11.6M value-432.1K sh
VBR$133.9M held · -2% of shares · +$11.5M value-12.2K sh
POCT$20.2M held · -41% of shares · -$11.5M value-299.3K sh
IGSB$145.1M held · -7% of shares · -$11.3M value-207.3K sh

1–100 of 1,965

Opened (267)

4 moved by a corporate action (dashed).

BRHY+147

Closed (129)

10 moved by a corporate action (dashed).

GVIP HOHOLX CXCXE

+9