Lumber And Other Building Materials Dealers - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2025-09-05 13F-HR HD / Home Depot Abn Amro Investment Solutions 14,025 13,769 -1.83
2025-09-05 13F-HR HD / Home Depot Ghe, Llc 1,290 0 -100.00
2025-09-05 13F-HR HD / Home Depot Abn Amro Investment Solutions 10,063 13,708 36.22
2025-09-05 13F-HR HD / Home Depot Abn Amro Investment Solutions 10,384 10,063 -3.09
2025-09-05 13F-HR HD / Home Depot Abn Amro Investment Solutions 10,384
2025-09-05 13F-HR HD / Home Depot Abn Amro Investment Solutions 13,708 14,025 2.31
2025-09-05 13F-HR LOW / Lowe's Companies Abn Amro Investment Solutions 63,480 65,656 3.43
2025-09-05 13F-HR LOW / Lowe's Companies Abn Amro Investment Solutions 42,046 63,480 50.98
2025-09-05 13F-HR LOW / Lowe's Companies Ghe, Llc 23,485 19,789 -15.74
2025-09-05 13F-HR LOW / Lowe's Companies Abn Amro Investment Solutions 37,793
2025-09-05 13F-HR LOW / Lowe's Companies Abn Amro Investment Solutions 37,793 42,046 11.25
2025-09-05 13F-HR LOW / Lowe's Companies Abn Amro Investment Solutions 65,656 97,333 48.25
2025-09-04 13F-HR/A BLDR / Builders FirstSource Advisor Group Holdings, Inc. 26,687 87,159 226.60
2025-09-04 13F-HR/A LOW / Lowe's Companies Advisor Group Holdings, Inc. 178,733 178,939 0.12
2025-09-04 13F-HR LOW / Lowe's Companies Abn Amro Investment Solutions 88,017 79,417 -9.77
2025-09-04 13F-HR BLDR / Builders FirstSource Abn Amro Investment Solutions 2,017 2,406 19.29
2025-09-04 13F-HR LOW / Lowe's Companies SevenBridge Financial Group, LLC 9,510 12,797 34.56
2025-09-04 13F-HR LOW / Lowe's Companies Reynders McVeigh Capital Management, LLC 1,390 1,446 4.03
2025-09-04 13F-HR LOW / Lowe's Companies Abn Amro Investment Solutions 79,417 66,097 -16.77
2025-09-04 13F-HR BLDR / Builders FirstSource Abn Amro Investment Solutions 2,017
2025-09-04 13F-HR LOW / Lowe's Companies Abn Amro Investment Solutions 97,333 88,017 -9.57
2025-09-04 13F-HR HD / Home Depot Reynders McVeigh Capital Management, LLC 85,052 91,536 7.62
2025-09-04 13F-HR HD / Home Depot Abn Amro Investment Solutions 17,922 19,329 7.85
2025-09-04 13F-HR HD / Home Depot ZynergyRetirementPlanningLLC 1,741 1,659 -4.71
2025-09-04 13F-HR HD / Home Depot SevenBridge Financial Group, LLC 7,930 6,953 -12.32
2025-09-04 13F-HR/A HD / Home Depot Advisor Group Holdings, Inc. 303,788 340,752 12.17
2025-09-04 13F-HR HD / Home Depot Abn Amro Investment Solutions 18,540 17,922 -3.33
2025-09-04 13F-HR/A FND / Floor & Decor Holdings Advisor Group Holdings, Inc. 1,100 1,852 68.36
2025-09-04 13F-HR/A HD / Home Depot Advisor Group Holdings, Inc. 37 22 -40.54
2025-09-04 13F-HR/A JCTC / Jewett-Cameron Trading Advisor Group Holdings, Inc. 200 200 0.00
2025-09-04 13F-HR HD / Home Depot Abn Amro Investment Solutions 13,769 18,540 34.65
2025-09-03 13F-HR HD / Home Depot American Trust 11,224 11,161 -0.56
2025-09-03 13F-HR LOW / Lowe's Companies American Trust 0 909
2025-09-03 13F-HR BLDR / Builders FirstSource American Trust 0 2,708
2025-09-02 13F-HR/A LOW / Lowe's Companies Harwood Advisory Group, LLC 2,440 2,051 -15.94
2025-09-02 13F-HR LOW / Lowe's Companies Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 40 40 0.00
2025-09-02 13F-HR/A LOW / Lowe's Companies FSC Wealth Advisors, LLC 546 0 -100.00
2025-09-02 13F-HR LOW / Lowe's Companies Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 40
2025-09-02 13F-HR HD / Home Depot Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,283 1,574 -31.06
2025-09-02 13F-HR HD / Home Depot Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,330 1,330 0.00
2025-09-02 13F-HR HD / Home Depot Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,574 700 -55.53
2025-09-02 13F-HR HD / Home Depot Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 700 700 0.00
2025-09-02 13F-HR HD / Home Depot Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,583 2,283 44.22
2025-09-02 13F-HR HD / Home Depot Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 700 400 -42.86
2025-09-02 13F-HR/A HD / Home Depot Harwood Advisory Group, LLC 6,493 4,849 -25.32
2025-09-02 13F-HR HD / Home Depot Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 783 1,583 102.17
2025-09-02 13F-HR HD / Home Depot Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 483 783 62.11
2025-09-02 13F-HR HD / Home Depot Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 400 400 0.00
2025-09-02 13F-HR FND / Floor & Decor Holdings Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 700 700 0.00
2025-09-02 13F-HR HD / Home Depot Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 400 1,330 232.50
2025-09-02 13F-HR HD / Home Depot Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 483
2025-09-02 13F-HR HD / Home Depot Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,330 1,330 0.00
2025-09-02 13F-HR FND / Floor & Decor Holdings Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 700 0 -100.00
2025-09-02 13F-HR/A HD / Home Depot Aegon Asset Management Uk Plc 13,200 13,200 0.00
2025-09-02 13F-HR FND / Floor & Decor Holdings Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 700
2025-08-29 NPORT-P HD / Home Depot JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 504,034 592,570 17.57
2025-08-29 NPORT-P HD / Home Depot JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S 1,251 1,379 10.23
2025-08-29 NPORT-P HD / Home Depot BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF 15,024 19,251 28.13
2025-08-29 NPORT-P HD / Home Depot JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares 453 548 20.97
2025-08-29 NPORT-P HD / Home Depot MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 13,406 13,406 0.00
2025-08-29 13F-HR FND / Floor & Decor Holdings Centaurus Financial, Inc. 152,435 167,994 10.21
2025-08-29 NPORT-P FND / Floor & Decor Holdings EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 7,965 8,259 3.69
2025-08-29 NPORT-P HD / Home Depot VELA Funds - VELA Large Cap 130/30 Fund Class I 3,510 3,510 0.00
2025-08-29 13F-HR HD / Home Depot Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,312 1,278 -2.59
2025-08-29 NPORT-P FND / Floor & Decor Holdings FAMFX - FENIMORE ASSET MANAGEMENT TRUST - FAM Small Cap Fund Investor 80,558 108,832 35.10
2025-08-29 13F-HR HD / Home Depot Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,278 1,272 -0.47
2025-08-29 NPORT-P HD / Home Depot JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 364,416 372,438 2.20
2025-08-29 NPORT-P FND / Floor & Decor Holdings JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 17,426 17,568 0.81
2025-08-29 NPORT-P FND / Floor & Decor Holdings JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 42,893 42,086 -1.88
2025-08-29 NPORT-P FND / Floor & Decor Holdings SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 4,489 4,489 0.00
2025-08-29 NPORT-P FND / Floor & Decor Holdings VELA Funds - VELA Large Cap 130/30 Fund Class I -1,059 -2,757 160.34
2025-08-29 NPORT-P HD / Home Depot PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 0 2,569
2025-08-29 NPORT-P HD / Home Depot BEEZ - EA Series Trust - Honeytree U.S. Equity ETF 780 846 8.46
2025-08-29 NPORT-P FND / Floor & Decor Holdings JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 1,726 1,786 3.48
2025-08-29 NPORT-P HD / Home Depot DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I 1,995 2,438 22.21
2025-08-29 NPORT-P HD / Home Depot JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 700 700 0.00
2025-08-29 NPORT-P HD / Home Depot Natixis ETF Trust - Natixis Gateway Quality Income ETF 4,977 9,206 84.97
2025-08-29 NPORT-P HD / Home Depot STRV - EA Series Trust - Strive 500 ETF 16,212 17,547 8.23
2025-08-29 NPORT-P HD / Home Depot PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 3,381 2,015 -40.40
2025-08-29 NPORT-P HD / Home Depot GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 2,700 2,500 -7.41
2025-08-29 NPORT-P HD / Home Depot CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class 1,100 1,400 27.27
2025-08-29 NPORT-P HD / Home Depot DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 158,899 163,853 3.12
2025-08-29 NPORT-P HD / Home Depot GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 11,461 11,461 0.00
2025-08-29 NPORT-P HD / Home Depot HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A 236,689 236,689 0.00
2025-08-29 NPORT-P HD / Home Depot LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 26,692 26,692 0.00
2025-08-29 NPORT-P HD / Home Depot DIVL - Madison ETFs Trust - Madison Dividend Value ETF 5,841 5,737 -1.78
2025-08-29 NPORT-P HD / Home Depot JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 16,569 16,169 -2.41
2025-08-29 NPORT-P FND / Floor & Decor Holdings TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 160,100 166,400 3.94
2025-08-29 NPORT-P FND / Floor & Decor Holdings STXM - EA Series Trust - Strive Mid-Cap ETF 498 530 6.43
2025-08-29 NPORT-P FND / Floor & Decor Holdings VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 15,390 43,985 185.80
2025-08-29 NPORT-P FND / Floor & Decor Holdings STXG - EA Series Trust - Strive 1000 Growth ETF 289 302 4.50
2025-08-29 NPORT-P FND / Floor & Decor Holdings SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 701 701 0.00
2025-08-29 NPORT-P HD / Home Depot Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 2,490 2,635 5.82
2025-08-29 NPORT-P HD / Home Depot STXG - EA Series Trust - Strive 1000 Growth ETF 1,843 1,921 4.23
2025-08-29 NPORT-P HD / Home Depot SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 18,549 18,549 0.00
2025-08-29 NPORT-P HD / Home Depot GATEX - Gateway Trust - Gateway Fund Class A Shares 208,626 195,258 -6.41
2025-08-29 NPORT-P HD / Home Depot JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 173,604 203,303 17.11
2025-08-29 NPORT-P HD / Home Depot MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 6,732 6,570 -2.41
2025-08-29 NPORT-P HD / Home Depot DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund 4,835 5,239 8.36
2025-08-29 NPORT-P HD / Home Depot CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 1,053 1,360 29.15
2025-08-29 NPORT-P HD / Home Depot MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 22,992 21,972 -4.44
2025-08-29 NPORT-P HD / Home Depot JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 1,644 2,060 25.30
2025-08-29 13F-HR HD / Home Depot Centaurus Financial, Inc. 4,658 4,597 -1.31
2025-08-29 NPORT-P HD / Home Depot LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 153 87 -43.14
2025-08-29 NPORT-P HD / Home Depot STXV - EA Series Trust - Strive 1000 Value ETF 1,652 1,565 -5.27
2025-08-29 NPORT-P FND / Floor & Decor Holdings MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 3,070 3,070 0.00
2025-08-29 NPORT-P HD / Home Depot JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 5,889 17,588 198.66
2025-08-29 NPORT-P HD / Home Depot ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N 9,266 8,655 -6.59
2025-08-29 NPORT-P HD / Home Depot IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF 4,200 4,200 0.00
2025-08-29 13F-HR HD / Home Depot Total Investment Management Inc 642 649 1.09
2025-08-29 NPORT-P HD / Home Depot RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 2,843 2,180 -23.32
2025-08-29 13F-HR HD / Home Depot Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,330 1,312 -1.35
2025-08-29 13F-HR HD / Home Depot Evolution Wealth Management Inc. 444
2025-08-29 NPORT-P HD / Home Depot VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 14,815 15,131 2.13
2025-08-29 NPORT-P HD / Home Depot GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 1,800 1,700 -5.56
2025-08-29 NPORT-P HD / Home Depot FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 426 426 0.00
2025-08-29 NPORT-P HD / Home Depot CHGX - EA Series Trust - Stance Sustainable Beta ETF 3,664
2025-08-29 NPORT-P HD / Home Depot LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 376 385 2.39
2025-08-29 NPORT-P HD / Home Depot LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 151,969 150,613 -0.89
2025-08-29 NPORT-P HD / Home Depot DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 1,076,794 1,095,702 1.76
2025-08-29 NPORT-P HD / Home Depot STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 3,298 3,069 -6.94
2025-08-29 NPORT-P HD / Home Depot LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 168 180 7.14
2025-08-29 NPORT-P HD / Home Depot NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 19,634 18,805 -4.22
2025-08-29 NPORT-P HD / Home Depot FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 1,851 1,807 -2.38
2025-08-29 NPORT-P HD / Home Depot SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 6,138 6,138 0.00
2025-08-29 NPORT-P HD / Home Depot Gabelli Dividend & Income Trust 6,000 6,000 0.00
2025-08-29 NPORT-P HD / Home Depot DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 39,628 39,286 -0.86
2025-08-29 NPORT-P HD / Home Depot SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 72 214 197.22
2025-08-29 NPORT-P HD / Home Depot EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 17,266 17,511 1.42
2025-08-29 NPORT-P HD / Home Depot MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3,197 3,762 17.67
2025-08-29 NPORT-P HD / Home Depot NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 3,495 3,745 7.15
2025-08-29 NPORT-P HD / Home Depot JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 71,965 70,178 -2.48
2025-08-29 NPORT-P HD / Home Depot JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 15,967 16,497 3.32
2025-08-29 NPORT-P HD / Home Depot GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 6,764 6,996 3.43
2025-08-29 NPORT-P HD / Home Depot John Hancock Hedged Equity & Income Fund 1,079 907 -15.94
2025-08-29 NPORT-P HD / Home Depot Multi-strategy Growth & Income Fund 808
2025-08-29 NPORT-P HD / Home Depot JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 277,575 319,281 15.03
2025-08-29 NPORT-P HD / Home Depot JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 207,055 207,055 0.00
2025-08-29 NPORT-P HD / Home Depot AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund 17,000 17,000 0.00
2025-08-29 NPORT-P LOW / Lowe's Companies JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 9,119 9,355 2.59
2025-08-29 NPORT-P LOW / Lowe's Companies MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3,037 3,182 4.77
2025-08-29 NPORT-P LOW / Lowe's Companies CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 527 453 -14.04
2025-08-29 NPORT-P LOW / Lowe's Companies STRV - EA Series Trust - Strive 500 ETF 9,222 9,810 6.38
2025-08-29 NPORT-P LOW / Lowe's Companies ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N 121,288 121,288 0.00
2025-08-29 NPORT-P LOW / Lowe's Companies OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 2,916 2,896 -0.69
2025-08-29 NPORT-P BLDR / Builders FirstSource NORTHERN LIGHTS FUND TRUST II - Hodges Small Intrinsic Value Fund Retail Class Shares 8,200 6,700 -18.29
2025-08-29 13F-HR BLDR / Builders FirstSource Total Investment Management Inc 10
2025-08-29 NPORT-P BLDR / Builders FirstSource JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 1,871 1,879 0.43
2025-08-29 NPORT-P BLDR / Builders FirstSource JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 39,418 29,363 -25.51
2025-08-29 NPORT-P LOW / Lowe's Companies ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N 7,036 8,355 18.75
2025-08-29 NPORT-P BLDR / Builders FirstSource MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 3,290 3,290 0.00
2025-08-29 NPORT-P BLDR / Builders FirstSource FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 138,780 212,864 53.38
2025-08-29 NPORT-P BLDR / Builders FirstSource DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A 82,202 94,067 14.43
2025-08-29 NPORT-P BLDR / Builders FirstSource STXV - EA Series Trust - Strive 1000 Value ETF 348 335 -3.74
2025-08-29 NPORT-P BLDR / Builders FirstSource MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 564 612 8.51
2025-08-29 NPORT-P LOW / Lowe's Companies RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 3,059 3,221 5.30
2025-08-29 NPORT-P LOW / Lowe's Companies SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 7,655 7,334 -4.19
2025-08-29 NPORT-P LOW / Lowe's Companies STXG - EA Series Trust - Strive 1000 Growth ETF 385 398 3.38
2025-08-29 NPORT-P BLDR / Builders FirstSource LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 142,676 156,099 9.41
2025-08-29 NPORT-P BLDR / Builders FirstSource GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 4,400 4,400 0.00
2025-08-29 NPORT-P LOW / Lowe's Companies GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 5,302 5,302 0.00
2025-08-29 13F-HR LOW / Lowe's Companies Centaurus Financial, Inc. 2,860 2,941 2.83
2025-08-29 NPORT-P LOW / Lowe's Companies SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 41 121 195.12
2025-08-29 13F-HR LOW / Lowe's Companies Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 40 0 -100.00
2025-08-29 NPORT-P LOW / Lowe's Companies MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z 9,080 8,864 -2.38
2025-08-29 NPORT-P LOW / Lowe's Companies MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 13,480 12,570 -6.75
2025-08-29 NPORT-P LOW / Lowe's Companies BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares 41,539 40,851 -1.66
2025-08-29 NPORT-P LOW / Lowe's Companies PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 22,403 21,903 -2.23
2025-08-29 NPORT-P LOW / Lowe's Companies VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 8,361 8,539 2.13
2025-08-29 NPORT-P LOW / Lowe's Companies STXV - EA Series Trust - Strive 1000 Value ETF 1,867 1,763 -5.57
2025-08-29 NPORT-P LOW / Lowe's Companies STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 1,884 1,745 -7.38
2025-08-29 13F-HR LOW / Lowe's Companies Total Investment Management Inc 29
2025-08-29 NPORT-P LOW / Lowe's Companies MAVF - EA Series Trust - Matrix Advisors Value ETF 6,566 10,530 60.37
2025-08-29 NPORT-P BLDR / Builders FirstSource Gabelli Dividend & Income Trust 13,000 13,000 0.00
2025-08-29 NPORT-P LOW / Lowe's Companies JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I 712 813 14.19
2025-08-29 NPORT-P LOW / Lowe's Companies DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 18,293 18,134 -0.87
2025-08-29 NPORT-P LOW / Lowe's Companies CVRD - Madison ETFs Trust - Madison Covered Call ETF 4,300 4,300 0.00
2025-08-29 NPORT-P LOW / Lowe's Companies SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 3,400 3,200 -5.88
2025-08-29 NPORT-P LOW / Lowe's Companies DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 504,432 513,042 1.71
2025-08-29 NPORT-P LOW / Lowe's Companies EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 12,163 12,338 1.44
2025-08-29 13F-HR LOW / Lowe's Companies Evolution Wealth Management Inc. 50
2025-08-29 NPORT-P LOW / Lowe's Companies JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 40,780 39,519 -3.09
2025-08-29 NPORT-P LOW / Lowe's Companies NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 1,303 1,198 -8.06
2025-08-29 NPORT-P LOW / Lowe's Companies JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 22,494 25,244 12.23
2025-08-29 NPORT-P LOW / Lowe's Companies JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 117,297 117,297 0.00
2025-08-29 NPORT-P LOW / Lowe's Companies Gabelli Equity Trust Inc 11,000 11,000 0.00
2025-08-29 NPORT-P LOW / Lowe's Companies Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 3,978 4,286 7.74
2025-08-29 NPORT-P LOW / Lowe's Companies FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 275 275 0.00
2025-08-29 NPORT-P LOW / Lowe's Companies BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF 48,885 56,350 15.27
2025-08-29 NPORT-P LOW / Lowe's Companies DIVL - Madison ETFs Trust - Madison Dividend Value ETF 7,535 7,401 -1.78
2025-08-29 NPORT-P LOW / Lowe's Companies GATEX - Gateway Trust - Gateway Fund Class A Shares 165,081 165,081 0.00