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Valmark Advisers, Inc.

Quarter-over-quarter position changes

648 changes

ActionCompanyQuarterΔ sharesΔ %Held afterFlowImpact
Trimmed464287465Mar 31, 2026-501,946-61%319,388$48.75Mmedium
Added14021L109Mar 31, 2026+1,352,510+186%2,079,344$48.56Mmedium
Trimmed922908363Mar 31, 2026-77,827-13%501,676$46.51Mmedium
Added14020G101Mar 31, 2026+749,890+86%1,623,062$30.14Mmedium
Added14020W106Mar 31, 2026+619,097+58%1,680,301$26.34Mmedium
Added14020V108Mar 31, 2026+668,137+100%1,333,129$25.67Mmedium
Added092528603Mar 31, 2026+476,028+430%586,763$24.72Mmedium
Added14020Y508Mar 31, 2026+930,871+83%2,058,831$24.44Mmedium
Added14020Y300Mar 31, 2026+879,055+136%1,525,745$23.94Mmedium
Added14020Y102Mar 31, 2026+1,036,587+99%2,084,059$23.16Mmedium
Added78464A409Mar 31, 2026+223,140+4.8%4,884,338$21.85Mmedium
Trimmed46137V480Mar 31, 2026-307,378-99%3,705$18.52Mmedium
Added922020805Mar 31, 2026+357,681+5.3%7,073,953$17.87Mmedium
Added78464A508Mar 31, 2026+255,913+2.9%8,996,058$14.48Mmedium
Added921943858Mar 31, 2026+220,266+1.8%12,151,204$14.11Mmedium
Exited808524888Mar 31, 2026-269,681-100%0$12.28Mmedium
Trimmed464287226Mar 31, 2026-119,641-48%127,735$11.88Mmedium
Added78464A474Mar 31, 2026+389,971+4.5%9,127,167$11.73Mmedium
Added78464A847Mar 31, 2026+173,551+2.5%7,215,287$10.28Mmedium
Added46434V290Mar 31, 2026+123,234+10%1,334,635$9.30Mmedium
Trimmed33939L407Mar 31, 2026-167,761-4.7%3,424,908$9.25Mmedium
Added92206C409Mar 31, 2026+108,060+61%286,180$8.57Mmedium
Added746729300Mar 31, 2026+182,954+173%288,428$8.49Mmedium
Trimmed53700T827Mar 31, 2026-252,117-54%218,130$7.60Mmedium
Trimmed78463X509Mar 31, 2026-148,879-29%365,144$6.98Mmedium
Trimmed808524755Mar 31, 2026-122,886-93%8,633$6.01Mmedium
Added921937827Mar 31, 2026+75,730+4.9%1,610,639$5.94Mmedium
Added78464A805Mar 31, 2026+72,744+2.5%2,939,835$5.75Mmedium
Added922042858Mar 31, 2026+104,722+2.3%4,599,777$5.66Mmedium
Added78468R853Mar 31, 2026+109,719+2.1%5,412,325$5.30Mmedium
Trimmed92206C102Mar 31, 2026-87,353-6.5%1,260,898$5.11Mmedium
Added46434V647Mar 31, 2026+196,864+3.1%6,480,035$4.95Mlow
Trimmed808524805Mar 31, 2026-191,141-46%227,231$4.73Mlow
Added46641Q332Mar 31, 2026+81,698+130%144,439$4.63Mlow
Exited464286475Mar 31, 2026-61,589-100%0$4.16Mlow
Added14020Y409Mar 31, 2026+159,160+48%488,831$4.10Mlow
Added46654Q724Mar 31, 2026+63,589+524%75,728$4.06Mlow
Added922908744Mar 31, 2026+19,559+24%100,433$3.84Mlow
Added46436E718Mar 31, 2026+37,380+18%245,990$3.76Mlow
New87283Q826Mar 31, 2026+102,453New102,453$3.76Mlow
New25434V807Mar 31, 2026+67,231New67,231$3.55Mlow
Added31609A305Mar 31, 2026+93,870+44%304,993$3.52Mlow
Added78468R804Mar 31, 2026+19,714+61%52,272$3.51Mlow
AddedBlackRock Fund AdvisorsMar 31, 2026+75,445+5.2%1,531,588$3.51Mlow
Added97717Y675Mar 31, 2026+127,779+5.7%2,360,343$3.20Mlow
Added464288620Mar 31, 2026+61,864+2.1%3,015,485$3.17Mlow
Added92189H300Mar 31, 2026+123,864+2.8%4,543,042$3.11Mlow
TrimmediShares MSCI UAE ETFMar 31, 2026-32,849-15%181,946$3.05Mlow
Added46434G764Mar 31, 2026+37,415+2.1%1,795,235$2.94Mlow
Added14020X104Mar 31, 2026+85,283+11%841,093$2.85Mlow
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