Commonwealth Equity Services, LLC New Holdings in Q1 2025

Commonwealth Equity Services, LLC

  • $70.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ATAT
Atour Lifestyle Holdings LTD
33.8K
New
N/A
33.8K $959K
CXSE
Wisdomtree Tr China Ex State O

ETFs
27.8K
New
$27.92 - $36.23 $776K - $1.01M
27.8K $946K
AFMC
First Tr Exchange Traded Fd Vi

ETFs
30.5K
New
$29.5 - $33.51 $899K - $1.02M
30.5K $928K
Aim ETF Products Trust
37.1K
New
N/A
37.1K $902K
Vanguard Instl Index Fd
11.8K
New
N/A
11.8K $887K
SKOR
Flexshares Tr Credit Scored Us

ETFs
18.1K
New
$47.35 - $48.46 $856K - $876K
18.1K $874K
Series Portfolios Tr
32.8K
New
N/A
32.8K $872K
Innovator Etfs Trust
36.2K
New
N/A
36.2K $860K
OPFI
Opp Fi Inc.

Technology
89.6K
New
$7.18 - $16.94 $644K - $1.52M
89.6K $834K
Sezzle Inc
23.8K
New
N/A
23.8K $830K
ADMA
Adma Biologics, Inc.

Healthcare
40.7K
New
$15.44 - $20.61 $628K - $839K
40.7K $807K
LAUR
Laureate Education, Inc.

Consumer Defensive
38.7K
New
$18.04 - $20.97 $699K - $812K
38.7K $792K
Millrose Pptys Inc
29.1K
New
N/A
29.1K $773K
TUSI
Touchstone ETF Tr Ultra Short
28.9K
New
N/A
28.9K $731K
Innovator Etfs Trust
28.6K
New
N/A
28.6K $725K
Innovator Etfs Trust
28.2K
New
N/A
28.2K $715K
First Tr Exchng Traded Fd Vi
37.5K
New
N/A
37.5K $712K
Nebius Group N.V.
33.6K
New
N/A
33.6K $709K
Virtus Convertible & Inc Fd
59.5K
New
N/A
59.5K $688K
Innovator Etfs Trust
27.2K
New
N/A
27.2K $674K
Fidelity Greenwood Street Tr
26.5K
New
N/A
26.5K $667K
USLM
United States Lime & Minerals Inc

Basic Materials
7.52K
New
$85.17 - $125.32 $640K - $942K
7.52K $664K
Microstrategy Inc
7.9K
New
N/A
7.9K $663K
MSBI
Midland States Bancorp, Inc.

Financial Services
38.6K
New
$17.12 - $25.0 $660K - $964K
38.6K $660K
Calamos ETF Tr
27.8K
New
N/A
27.8K $656K
Pgim Rock ETF Tr
23.6K
New
N/A
23.6K $654K
ATEN
A10 Networks, Inc.

Technology
37.6K
New
$16.34 - $21.68 $615K - $816K
37.6K $615K
Calamos ETF Tr
22.7K
New
N/A
22.7K $542K
First Tr Exchng Traded Fd Vi
26.7K
New
N/A
26.7K $535K
GIL
Gildan Activewear Inc.

Consumer Cyclical
12K
New
$44.19 - $55.09 $532K - $663K
12K $532K
Newsmax Inc
6.17K
New
N/A
6.17K $515K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
17K
New
$22.39 - $33.23 $381K - $565K
17K $514K
TW
Tradeweb Markets Inc.

Financial Services
3.42K
New
$123.42 - $148.46 $422K - $507K
3.42K $507K
PNRG
Primeenergy Resources Corp

Energy
2.2K
New
$183.2 - $233.96 $403K - $514K
2.2K $501K
PCTY
Paylocity Holding Corp

Technology
2.66K
New
$183.21 - $217.86 $487K - $579K
2.66K $498K
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
22.9K
New
$18.47 - $21.01 $424K - $482K
22.9K $482K
Primo Brands Corporation
13.5K
New
N/A
13.5K $480K
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
9.95K
New
$46.46 - $48.13 $462K - $479K
9.95K $479K
American Centy ETF Tr
7.72K
New
N/A
7.72K $478K
Globalstar Inc
22.9K
New
N/A
22.9K $478K
J P Morgan Exchange Traded F
7.51K
New
N/A
7.51K $465K
AZEK
Azek CO Inc.

Industrials
9.49K
New
$39.61 - $52.0 $376K - $493K
9.49K $464K
NVMI
Nova Ltd.

Technology
2.52K
New
$184.33 - $273.65 $464K - $689K
2.52K $464K
Virtus Convertible & Income
35.7K
New
N/A
35.7K $462K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
5.07K
New
$86.58 - $87.99 $439K - $446K
5.07K $445K
Direxion Shs ETF Tr
14.5K
New
N/A
14.5K $439K
Mfs Active Exchange Traded F
16.9K
New
N/A
16.9K $435K
Pgim Rock ETF Tr
15.6K
New
N/A
15.6K $430K
KRT
Karat Packaging Inc.

Consumer Cyclical
16.1K
New
$26.58 - $33.46 $429K - $540K
16.1K $429K
Activity Summary
Buys All Purchases 2705 New Holdings 256 Increased Positions 2449 Sells All Sells 1381 Reductions 1381 Sold out 0 Options Calls 0 Puts 0
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