Sponsored
The Analysis of AE Wealth Management LLC's Holdings & P&L
Currently, AE Wealth Management LLC holds 2591 types of securities in its portfolio with a total value $18.5B. In the most recent quarter, they have increased their positions in N/A (+5.5M shares, valued at $130.6M), N/A (+4.0M shares, valued at $100.0M), MSFT (+252.8K shares, valued at $93.6M); decreased their positions in IWO (-252.3K shares, valued at $79.2M), QBER (-2.2M shares, valued at $53.2M), SPY (-72.5K shares, valued at $47.0M); initiated new positions in N/A (+5.5M shares, valued at $130.6M), N/A (+4.0M shares, valued at $100.0M), N/A (+3.6M shares, valued at $88.9M).
1M P&L
+544.4M+3.39%
3M P&L
+402.4M+2.48%
HY P&L
+1.1B+7.02%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A8.9B
55.3%
2Semiconductors815.5M
5.1%
3Software - Infrastructure666.4M
4.1%
Top Industries by Stock Count
1N/A1635 stocks
69.8%
2Software - Application27 stocks
1.2%
3Banks - Regional27 stocks
1.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
NVDA
17.34%NVIDIA CORPORATION
Shares3.6M
Event2026-03-31
Filed2026-05-13
AAPL
12.44%APPLE INC
Shares2.4M
Event2026-03-31
Filed2026-05-13
MSFT
24.51%MICROSOFT CORP
Shares1.3M
Event2026-03-31
Filed2026-05-13
VNLA
5.77%JANUS DETROIT STR TR
Shares7.9M
Event2026-03-31
Filed2026-05-13
IVV
5.66%ISHARES TR
Shares535.6K
Event2026-03-31
Filed2026-05-13
AMZN
5.88%AMAZON COM INC
Shares1.6M
Event2026-03-31
Filed2026-05-13
SPYG
4.29%SPDR SERIES TRUST
Shares3.1M
Event2026-03-31
Filed2026-05-13
AVIG
7.32%AMERICAN CENTY ETF TR
Shares6.5M
Event2026-03-31
Filed2026-05-13
ALPHABET INC
-1.96%ALPHABET INC
Shares874.4K
Event2026-03-31
Filed2026-05-13
BROADCOM INC
17.31%BROADCOM INC
Shares724.6K
Event2026-03-31
Filed2026-05-13
PYLD
22.63%PIMCO ETF TR
Shares7.9M
Event2026-03-31
Filed2026-05-13
META
3.46%META PLATFORMS INC
Shares359.6K
Event2026-03-31
Filed2026-05-13
SPYV
2.49%SPDR SERIES TRUST
Shares3.6M
Event2026-03-31
Filed2026-05-13
VANGUARD INDEX FDS
-6.23%VANGUARD INDEX FDS
Shares317.2K
Event2026-03-31
Filed2026-05-13
BOND
27.70%PIMCO ETF TR
Shares1.9M
Event2026-03-31
Filed2026-05-13
XOM
3.39%EXXON MOBIL CORP
Shares1.0M
Event2026-03-31
Filed2026-05-13
IWY
3.25%ISHARES TR
Shares658.9K
Event2026-03-31
Filed2026-05-13
SPYM
29.27%SPDR SERIES TRUST
Shares1.8M
Event2026-03-31
Filed2026-05-13
SCEC
4.04%CAPITOL SER TR
Shares5.5M
Event2026-03-31
Filed2026-05-13
JPM
-10.22%JPMORGAN CHASE & CO
Shares463.8K
Event2026-03-31
Filed2026-05-13
JNJ
11.66%JOHNSON & JOHNSON
Shares547.3K
Event2026-03-31
Filed2026-05-13
JAAA
4.30%JANUS DETROIT STR TR
Shares2.6M
Event2026-03-31
Filed2026-05-13
BERKSHIRE HATHAWAY INC DEL
3.89%BERKSHIRE HATHAWAY INC DEL
Shares276.2K
Event2026-03-31
Filed2026-05-13
SIXO
-0.39%AIM ETF PRODUCTS TRUST
Shares3.9M
Event2026-03-31
Filed2026-05-13
STERLING CAP FDS
NewSTERLING CAP FDS
Shares5.5M
Event2026-03-31
Filed2026-05-13
DECU
0.15%AIM ETF PRODUCTS TRUST
Shares4.7M
Event2026-03-31
Filed2026-05-13
IEFA
30.08%ISHARES TR
Shares1.3M
Event2026-03-31
Filed2026-05-13
MDYG
12.43%SPDR SERIES TRUST
Shares1.2M
Event2026-03-31
Filed2026-05-13
CSCO
9.44%CISCO SYS INC
Shares1.5M
Event2026-03-31
Filed2026-05-13
WMT
3.81%WALMART INC
Shares904.8K
Event2026-03-31
Filed2026-05-13
FIDU
-0.74%FIDELITY COVINGTON TRUST
Shares1.3M
Event2026-03-31
Filed2026-05-13
PM
24.41%PHILIP MORRIS INTL INC
Shares653.2K
Event2026-03-31
Filed2026-05-13
MCD
20.90%MCDONALDS CORP
Shares344.8K
Event2026-03-31
Filed2026-05-13
TSLA
12.82%TESLA INC
Shares283.8K
Event2026-03-31
Filed2026-05-13
DFAU
3.48%DIMENSIONAL ETF TRUST
Shares2.3M
Event2026-03-31
Filed2026-05-13
FDIS
14.11%FIDELITY COVINGTON TRUST
Shares1.1M
Event2026-03-31
Filed2026-05-13
IWX
2.04%ISHARES TR
Shares1.1M
Event2026-03-31
Filed2026-05-13
MINT
4.56%PIMCO ETF TR
Shares1.0M
Event2026-03-31
Filed2026-05-13
STERLING CAP FDS
NewSTERLING CAP FDS
Shares4.0M
Event2026-03-31
Filed2026-05-13
MA
5.58%MASTERCARD INCORPORATED
Shares200.1K
Event2026-03-31
Filed2026-05-13
FUTY
23.15%FIDELITY COVINGTON TRUST
Shares1.7M
Event2026-03-31
Filed2026-05-13
SGOV
51.40%ISHARES TR
Shares967.4K
Event2026-03-31
Filed2026-05-13
FHLC
693.58%FIDELITY COVINGTON TRUST
Shares1.4M
Event2026-03-31
Filed2026-05-13
MU
-13.92%MICRON TECHNOLOGY INC
Shares276.5K
Event2026-03-31
Filed2026-05-13
V
6.98%VISA INC
Shares302.1K
Event2026-03-31
Filed2026-05-13
AVXC
28.12%AMERICAN CENTY ETF TR
Shares1.3M
Event2026-03-31
Filed2026-05-13
IEMG
-24.60%ISHARES INC
Shares1.3M
Event2026-03-31
Filed2026-05-13
STERLING CAP FDS
NewSTERLING CAP FDS
Shares3.6M
Event2026-03-31
Filed2026-05-13
FMAT
14.75%FIDELITY COVINGTON TRUST
Shares1.5M
Event2026-03-31
Filed2026-05-13
OCTW
-0.07%AIM ETF PRODUCTS TRUST
Shares2.2M
Event2026-03-31
Filed2026-05-13
GOVT
6.30%ISHARES TR
Shares3.6M
Event2026-03-31
Filed2026-05-13
MDYV
11.85%SPDR SERIES TRUST
Shares960.6K
Event2026-03-31
Filed2026-05-13
IVW
0.61%ISHARES TR
Shares714.9K
Event2026-03-31
Filed2026-05-13
BILZ
-22.15%PIMCO ETF TR
Shares781.1K
Event2026-03-31
Filed2026-05-13
IVE
-2.90%ISHARES TR
Shares371.9K
Event2026-03-31
Filed2026-05-13
FLRG
8.13%FIDELITY COVINGTON TRUST
Shares2.1M
Event2026-03-31
Filed2026-05-13
AMD
17.07%ADVANCED MICRO DEVICES INC
Shares378.9K
Event2026-03-31
Filed2026-05-13
DYNF
-6.90%BLACKROCK ETF TRUST
Shares1.3M
Event2026-03-31
Filed2026-05-13
PLTR
2.21%PALANTIR TECHNOLOGIES INC
Shares522.0K
Event2026-03-31
Filed2026-05-13
PG
-21.64%PROCTER & GAMBLE CO
Shares513.2K
Event2026-03-31
Filed2026-05-13
CVX
-34.21%CHEVRON CORPORATION
Shares349.1K
Event2026-03-31
Filed2026-05-13
ABBV
12.04%ABBVIE INC
Shares329.4K
Event2026-03-31
Filed2026-05-13
CORO
NewBLACKROCK ETF TRUST
Shares2.2M
Event2026-03-31
Filed2026-05-13
AMAT
-14.39%APPLIED MATLS INC
Shares203.8K
Event2026-03-31
Filed2026-05-13
SEPW
-0.10%AIM ETF PRODUCTS TRUST
Shares2.2M
Event2026-03-31
Filed2026-05-13
EFV
-11.51%ISHARES TR
Shares929.8K
Event2026-03-31
Filed2026-05-13
SKOR
8.56%FLEXSHARES TR
Shares1.4M
Event2026-03-31
Filed2026-05-13
IBM
141.77%INTERNATIONAL BUSINESS MACHS
Shares269.9K
Event2026-03-31
Filed2026-05-13
ILTB
6.69%ISHARES TR
Shares1.3M
Event2026-03-31
Filed2026-05-13
ONEZ
4.58%ELEVATION SERIES TRUST
Shares2.5M
Event2026-03-31
Filed2026-05-13
ALLW
75.71%SSGA ACTIVE TR
Shares2.2M
Event2026-03-31
Filed2026-05-13
CITIGROUP INC
89.48%CITIGROUP INC
Shares545.2K
Event2026-03-31
Filed2026-05-13
SPY
-43.25%STATE STR SPDR S&P 500 ETF T
Shares95.1K
Event2026-03-31
Filed2026-05-13
SPBO
7.38%SPDR SERIES TRUST
Shares2.1M
Event2026-03-31
Filed2026-05-13
GSEP
-0.51%FIRST TR EXCHNG TRADED FD VI
Shares1.6M
Event2026-03-31
Filed2026-05-13
INTU
1766.96%INTUIT
Shares140.0K
Event2026-03-31
Filed2026-05-13
XONE
5.05%BONDBLOXX ETF TRUST
Shares1.2M
Event2026-03-31
Filed2026-05-13
COST
-20.12%COSTCO WHOLESALE CORPORATION
Shares59.6K
Event2026-03-31
Filed2026-05-13
LEN
144.84%LENNAR CORP
Shares681.2K
Event2026-03-31
Filed2026-05-13
BAC
-19.61%BANK AMERICA CORP
Shares1.2M
Event2026-03-31
Filed2026-05-13
ORCL
69.75%ORACLE CORP
Shares398.8K
Event2026-03-31
Filed2026-05-13
QUAL
-6.94%ISHARES TR
Shares302.0K
Event2026-03-31
Filed2026-05-13
MBB
3.22%ISHARES TR
Shares590.7K
Event2026-03-31
Filed2026-05-13
IWS
0.75%ISHARES TR
Shares380.3K
Event2026-03-31
Filed2026-05-13
LLY
-33.30%ELI LILLY & CO
Shares60.0K
Event2026-03-31
Filed2026-05-13
AMGN
16.11%AMGEN INC
Shares155.7K
Event2026-03-31
Filed2026-05-13
NFLX
18.65%NETFLIX INC.
Shares568.0K
Event2026-03-31
Filed2026-05-13
EFG
-5.64%ISHARES TR
Shares490.4K
Event2026-03-31
Filed2026-05-13
DECT
-1.28%AIM ETF PRODUCTS TRUST
Shares1.5M
Event2026-03-31
Filed2026-05-13
VZ
-23.13%VERIZON COMMUNICATIONS INC
Shares1.0M
Event2026-03-31
Filed2026-05-13
LAM RESEARCH CORP
23.01%LAM RESEARCH CORP
Shares245.7K
Event2026-03-31
Filed2026-05-13
CRM
19.74%SALESFORCE INC
Shares277.4K
Event2026-03-31
Filed2026-05-13
HD
42.97%HOME DEPOT INC
Shares157.4K
Event2026-03-31
Filed2026-05-13
WFC
5.10%WELLS FARGO & CO
Shares642.2K
Event2026-03-31
Filed2026-05-13
ACCENTURE PLC IRELAND
144.83%ACCENTURE PLC IRELAND
Shares255.9K
Event2026-03-31
Filed2026-05-13
TLT
144.97%ISHARES TR
Shares558.9K
Event2026-03-31
Filed2026-05-13
MS
89.78%MORGAN STANLEY
Shares294.0K
Event2026-03-31
Filed2026-05-13
PVEX
6.76%ELEVATION SERIES TRUST
Shares1.7M
Event2026-03-31
Filed2026-05-13
PFE
14.51%PFIZER INC
Shares1.7M
Event2026-03-31
Filed2026-05-13
RTX
7.26%RTX CORPORATION
Shares233.9K
Event2026-03-31
Filed2026-05-13
SEPT
-0.08%AIM ETF PRODUCTS TRUST
Shares1.3M
Event2026-03-31
Filed2026-05-13
AEP
11.23%AMERICAN ELEC PWR CO INC
Shares339.0K
Event2026-03-31
Filed2026-05-13
VLO
25.40%VALERO ENERGY CORP
Shares179.5K
Event2026-03-31
Filed2026-05-13
VUG
9.23%VANGUARD INDEX FDS
Shares99.3K
Event2026-03-31
Filed2026-05-13
JULU
0.82%AIM ETF PRODUCTS TRUST
Shares1.5M
Event2026-03-31
Filed2026-05-13
INVESCO QQQ TR
-5.01%INVESCO QQQ TR
Shares74.0K
Event2026-03-31
Filed2026-05-13
WTS
-14.99%WATTS WATER TECHNOLOGIES INC
Shares145.5K
Event2026-03-31
Filed2026-05-13
IHDG
34.83%WISDOMTREE TR
Shares869.3K
Event2026-03-31
Filed2026-05-13
SEPZ
0.11%ELEVATION SERIES TRUST
Shares1.0M
Event2026-03-31
Filed2026-05-13
GGG
22.90%GRACO INC
Shares489.5K
Event2026-03-31
Filed2026-05-13
UNH
186.61%UNITEDHEALTH GROUP INC
Shares150.7K
Event2026-03-31
Filed2026-05-13
TUA
2.08%SIMPLIFY EXCHANGE TRADED FUN
Shares1.9M
Event2026-03-31
Filed2026-05-13
CMCSA
36.16%COMCAST CORP NEW
Shares1.4M
Event2026-03-31
Filed2026-05-13
GS
-28.00%GOLDMAN SACHS GROUP INC
Shares47.5K
Event2026-03-31
Filed2026-05-13
T
-27.02%AT&T INC
Shares1.4M
Event2026-03-31
Filed2026-05-13
AVSC
5.07%AMERICAN CENTY ETF TR
Shares636.9K
Event2026-03-31
Filed2026-05-13
XLE
32.41%SELECT SECTOR SPDR TR
Shares614.5K
Event2026-03-31
Filed2026-05-13
JPST
88.05%J P MORGAN EXCHANGE TRADED F
Shares732.2K
Event2026-03-31
Filed2026-05-13
JANW
-0.14%AIM ETF PRODUCTS TRUST
Shares1.0M
Event2026-03-31
Filed2026-05-13
ARISTA NETWORKS INC
28.07%ARISTA NETWORKS INC
Shares296.6K
Event2026-03-31
Filed2026-05-13
LYB
14.66%LYONDELLBASELL INDUSTRIES NV
Shares431.6K
Event2026-03-31
Filed2026-05-13
ADM
30.98%ARCHER DANIELS MIDLAND CO
Shares475.8K
Event2026-03-31
Filed2026-05-13
TROW
37.02%PRICE T ROWE GROUP INC
Shares369.1K
Event2026-03-31
Filed2026-05-13
BAI
8.08%BLACKROCK ETF TRUST
Shares999.7K
Event2026-03-31
Filed2026-05-13
USB
20.43%US BANCORP
Shares629.5K
Event2026-03-31
Filed2026-05-13
SEAGATE TECHNOLOGY HLDNGS PL
311.99%SEAGATE TECHNOLOGY HLDNGS PL
Shares83.5K
Event2026-03-31
Filed2026-05-13
VGIT
213.27%VANGUARD SCOTTSDALE FDS
Shares544.9K
Event2026-03-31
Filed2026-05-13
D
23.43%DOMINION ENERGY INC
Shares522.9K
Event2026-03-31
Filed2026-05-13
IWR
7.51%ISHARES TR
Shares331.5K
Event2026-03-31
Filed2026-05-13
SHLD
12.84%GLOBAL X FDS
Shares455.0K
Event2026-03-31
Filed2026-05-13
ALPHABET INC
10.15%ALPHABET INC
Shares112.1K
Event2026-03-31
Filed2026-05-13
JULW
-1.09%AIM ETF PRODUCTS TRUST
Shares817.2K
Event2026-03-31
Filed2026-05-13
DFGP
3.35%DIMENSIONAL ETF TRUST
Shares583.6K
Event2026-03-31
Filed2026-05-13
MO
-26.58%ALTRIA GROUP INC
Shares471.4K
Event2026-03-31
Filed2026-05-13
SPGI
0.35%S&P GLOBAL INC
Shares72.5K
Event2026-03-31
Filed2026-05-13
XLC
4.34%SELECT SECTOR SPDR TR
Shares277.2K
Event2026-03-31
Filed2026-05-13
CFG
24.03%CITIZENS FINL GROUP INC
Shares511.6K
Event2026-03-31
Filed2026-05-13
MTUM
-3.28%ISHARES TR
Shares125.9K
Event2026-03-31
Filed2026-05-13
THRO
4.00%BLACKROCK ETF TRUST
Shares831.8K
Event2026-03-31
Filed2026-05-13
BMY
22.46%BRISTOL-MYERS SQUIBB CO
Shares491.0K
Event2026-03-31
Filed2026-05-13
F
28.91%FORD MTR CO
Shares2.6M
Event2026-03-31
Filed2026-05-13
IUSB
9.28%ISHARES TR
Shares643.2K
Event2026-03-31
Filed2026-05-13
HBAN
11.04%HUNTINGTON BANCSHARES INC
Shares1.9M
Event2026-03-31
Filed2026-05-13
DECW
-0.06%AIM ETF PRODUCTS TRUST
Shares886.7K
Event2026-03-31
Filed2026-05-13
VRSK
NewVERISK ANALYTICS INC
Shares155.1K
Event2026-03-31
Filed2026-05-13
GE AEROSPACE
-45.95%GE AEROSPACE
Shares103.5K
Event2026-03-31
Filed2026-05-13
KEY
29.94%KEYCORP
Shares1.4M
Event2026-03-31
Filed2026-05-13
CTA
-3.95%SIMPLIFY EXCHANGE TRADED FUN
Shares938.9K
Event2026-03-31
Filed2026-05-13
TFC
19.90%TRUIST FINL CORP
Shares616.5K
Event2026-03-31
Filed2026-05-13
VTWO
0.49%VANGUARD SCOTTSDALE FDS
Shares282.2K
Event2026-03-31
Filed2026-05-13
VTV
38.85%VANGUARD INDEX FDS
Shares143.9K
Event2026-03-31
Filed2026-05-13
CSX
0.24%CSX CORP
Shares679.5K
Event2026-03-31
Filed2026-05-13
BUNGE GLOBAL SA
27.90%BUNGE GLOBAL SA
Shares217.6K
Event2026-03-31
Filed2026-05-13
DFAT
3.09%DIMENSIONAL ETF TRUST
Shares440.6K
Event2026-03-31
Filed2026-05-13
RF
24.54%REGIONS FINANCIAL CORP NEW
Shares1.1M
Event2026-03-31
Filed2026-05-13
DUHP
5.64%DIMENSIONAL ETF TRUST
Shares744.8K
Event2026-03-31
Filed2026-05-13
DFAI
3.00%DIMENSIONAL ETF TRUST
Shares694.3K
Event2026-03-31
Filed2026-05-13
CDX
3.90%SIMPLIFY EXCHANGE TRADED FUN
Shares1.3M
Event2026-03-31
Filed2026-05-13
DOV
0.10%DOVER CORP
Shares127.9K
Event2026-03-31
Filed2026-05-13
OMC
11.57%OMNICOM GROUP INC
Shares352.0K
Event2026-03-31
Filed2026-05-13
ES
20.80%EVERSOURCE ENERGY
Shares380.3K
Event2026-03-31
Filed2026-05-13
LINDE PLC
7.03%LINDE PLC
Shares52.5K
Event2026-03-31
Filed2026-05-13
PRU
8.89%PRUDENTIAL FINL INC
Shares263.3K
Event2026-03-31
Filed2026-05-13
BK
-11.68%BANK NEW YORK MELLON CORP
Shares215.5K
Event2026-03-31
Filed2026-05-13
EIX
-26.25%EDISON INTL
Shares348.8K
Event2026-03-31
Filed2026-05-13
CMBS
6.73%ISHARES TR
Shares523.6K
Event2026-03-31
Filed2026-05-13
GLD
-18.06%SPDR GOLD TR
Shares58.7K
Event2026-03-31
Filed2026-05-13
XSVN
36.77%BONDBLOXX ETF TRUST
Shares515.3K
Event2026-03-31
Filed2026-05-13
EXC
18.68%EXELON CORP
Shares501.2K
Event2026-03-31
Filed2026-05-13
ELEVATION SERIES TRUST
1.25%ELEVATION SERIES TRUST
Shares665.7K
Event2026-03-31
Filed2026-05-13
CHD
0.42%CHURCH & DWIGHT CO INC
Shares259.0K
Event2026-03-31
Filed2026-05-13
IDEV
-3.96%ISHARES TR
Shares286.7K
Event2026-03-31
Filed2026-05-13
IGSB
58.81%ISHARES TR
Shares453.3K
Event2026-03-31
Filed2026-05-13
BUCK
-13.66%SIMPLIFY EXCHANGE TRADED FUN
Shares1.0M
Event2026-03-31
Filed2026-05-13
WEC ENERGY GROUP INC
14.29%WEC ENERGY GROUP INC
Shares203.4K
Event2026-03-31
Filed2026-05-13
FE
21.60%FIRSTENERGY CORP
Shares463.3K
Event2026-03-31
Filed2026-05-13
CVS
32.61%CVS HEALTH CORP
Shares323.8K
Event2026-03-31
Filed2026-05-13
GLDM
-24.58%WORLD GOLD TR
Shares249.4K
Event2026-03-31
Filed2026-05-13
IEI
3.29%ISHARES TR
Shares192.7K
Event2026-03-31
Filed2026-05-13
SCHF
-37.06%SCHWAB STRATEGIC TR
Shares922.9K
Event2026-03-31
Filed2026-05-13
QBER
-70.19%ELEVATION SERIES TRUST
Shares937.0K
Event2026-03-31
Filed2026-05-13
DFCF
2.88%DIMENSIONAL ETF TRUST
Shares533.4K
Event2026-03-31
Filed2026-05-13
CMS
14.78%CMS ENERGY CORP
Shares290.1K
Event2026-03-31
Filed2026-05-13
XLI
3.05%SELECT SECTOR SPDR TR
Shares138.0K
Event2026-03-31
Filed2026-05-13
ICE
-16.95%INTERCONTINENTAL EXCHANGE IN
Shares141.2K
Event2026-03-31
Filed2026-05-13
FITB
34.37%FIFTH THIRD BANCORP
Shares474.2K
Event2026-03-31
Filed2026-05-13
PEP
6.02%PEPSICO INC
Shares140.4K
Event2026-03-31
Filed2026-05-13
SPTL
-31.84%SPDR SERIES TRUST
Shares816.0K
Event2026-03-31
Filed2026-05-13
ETR
0.15%ENTERGY CORP NEW
Shares190.6K
Event2026-03-31
Filed2026-05-13
FLDR
6.95%FIDELITY MERRIMACK STR TR
Shares427.3K
Event2026-03-31
Filed2026-05-13
ELEVATION SERIES TRUST
NewELEVATION SERIES TRUST
Shares970.6K
Event2026-03-31
Filed2026-05-13
JSI
28.39%JANUS DETROIT STR TR
Shares410.6K
Event2026-03-31
Filed2026-05-13
STIP
2918.09%ISHARES TR
Shares204.0K
Event2026-03-31
Filed2026-05-13
NEE
19.36%NEXTERA ENERGY INC
Shares226.5K
Event2026-03-31
Filed2026-05-13
VTIP
3092.17%VANGUARD MALVERN FDS
Shares420.2K
Event2026-03-31
Filed2026-05-13
FGD
-27.38%FIRST TR EXCHANGE-TRADED FD
Shares643.0K
Event2026-03-31
Filed2026-05-13
PFG
27.38%PRINCIPAL FINANCIAL GROUP IN
Shares227.5K
Event2026-03-31
Filed2026-05-13
PPL
14.35%PPL CORP
Shares536.0K
Event2026-03-31
Filed2026-05-13
XFIV
22.22%BONDBLOXX ETF TRUST
Shares416.4K
Event2026-03-31
Filed2026-05-13
VTI
15.32%VANGUARD INDEX FDS
Shares63.1K
Event2026-03-31
Filed2026-05-13
OKE
11.12%ONEOK INC NEW
Shares223.5K
Event2026-03-31
Filed2026-05-13
OUNZ
5379.50%VANECK MERK GOLD ETF
Shares446.1K
Event2026-03-31
Filed2026-05-13
BINC
1.38%BLACKROCK ETF TRUST II
Shares386.9K
Event2026-03-31
Filed2026-05-13
DTE
10.45%DTE ENERGY CO
Shares136.0K
Event2026-03-31
Filed2026-05-13
BALT
-13.71%INNOVATOR ETFS TRUST
Shares594.2K
Event2026-03-31
Filed2026-05-13
OGE
12.90%OGE ENERGY CORP
Shares414.1K
Event2026-03-31
Filed2026-05-13
APH
2.75%AMPHENOL CORP
Shares157.0K
Event2026-03-31
Filed2026-05-13
WDIV
-26.09%SPDR INDEX SHS FDS
Shares254.8K
Event2026-03-31
Filed2026-05-13
BLCR
NewBLACKROCK ETF TRUST
Shares475.5K
Event2026-03-31
Filed2026-05-13
AUGZ
110015.63%ELEVATION SERIES TRUST
Shares479.0K
Event2026-03-31
Filed2026-05-13
XLB
52.39%SELECT SECTOR SPDR TR
Shares385.9K
Event2026-03-31
Filed2026-05-13
ATR
-54.67%APTARGROUP INC
Shares151.7K
Event2026-03-31
Filed2026-05-13
PNW
18.60%PINNACLE WEST CAP CORP
Shares189.3K
Event2026-03-31
Filed2026-05-13
DON
6.85%WISDOMTREE TR
Shares358.4K
Event2026-03-31
Filed2026-05-13
CPB
4.68%THE CAMPBELLS COMPANY
Shares845.1K
Event2026-03-31
Filed2026-05-13
AGEM
-0.87%ABRDN FDS
Shares448.1K
Event2026-03-31
Filed2026-05-13
CAT
4.23%CATERPILLAR INC
Shares25.6K
Event2026-03-31
Filed2026-05-13
MNST
4.84%MONSTER BEVERAGE CORP NEW
Shares249.8K
Event2026-03-31
Filed2026-05-13
MUB
-62.24%ISHARES TR
Shares169.8K
Event2026-03-31
Filed2026-05-13
XEL
16.05%XCEL ENERGY INC
Shares224.5K
Event2026-03-31
Filed2026-05-13
IYM
485.47%ISHARES TR
Shares101.3K
Event2026-03-31
Filed2026-05-13
SRE
8.25%SEMPRA
Shares182.6K
Event2026-03-31
Filed2026-05-13
GPC
1.66%GENUINE PARTS CO
Shares166.1K
Event2026-03-31
Filed2026-05-13
OCTZ
305.95%ELEVATION SERIES TRUST
Shares425.7K
Event2026-03-31
Filed2026-05-13
MMC
-0.21%MARSH & MCLENNAN COS INC
Shares100.5K
Event2026-03-31
Filed2026-05-13
MERCK & CO INC
-5.52%MERCK & CO INC
Shares144.1K
Event2026-03-31
Filed2026-05-13
JEPI
25.03%J P MORGAN EXCHANGE TRADED F
Shares304.7K
Event2026-03-31
Filed2026-05-13
IP
28.62%INTERNATIONAL PAPER CO
Shares482.1K
Event2026-03-31
Filed2026-05-13
PDBC
NewINVESCO ACTVELY MNGD ETC FD
Shares982.5K
Event2026-03-31
Filed2026-05-13
DECZ
0.30%ELEVATION SERIES TRUST
Shares436.0K
Event2026-03-31
Filed2026-05-13
EMR
-17.68%EMERSON ELEC CO
Shares128.4K
Event2026-03-31
Filed2026-05-13
PEG
14.38%PUBLIC SVC ENTERPRISE GROUP
Shares206.8K
Event2026-03-31
Filed2026-05-13
SWKS
53.38%SKYWORKS SOLUTIONS INC
Shares311.9K
Event2026-03-31
Filed2026-05-13
BBY
29.70%BEST BUY INC
Shares253.1K
Event2026-03-31
Filed2026-05-13
SIXZ
0.32%AIM ETF PRODUCTS TRUST
Shares556.7K
Event2026-03-31
Filed2026-05-13
VEA
6.23%VANGUARD TAX-MANAGED FDS
Shares245.0K
Event2026-03-31
Filed2026-05-13
RSG
3.97%REPUBLIC SVCS INC
Shares71.3K
Event2026-03-31
Filed2026-05-13
INTC
25.78%INTEL CORP
Shares349.3K
Event2026-03-31
Filed2026-05-13
IWP
25.43%ISHARES TR
Shares119.4K
Event2026-03-31
Filed2026-05-13
VUSB
64.38%VANGUARD BD INDEX FDS
Shares305.3K
Event2026-03-31
Filed2026-05-13
FOXY
25.86%SIMPLIFY EXCHANGE TRADED FUN
Shares512.0K
Event2026-03-31
Filed2026-05-13
DVY
937.35%ISHARES TR
Shares98.7K
Event2026-03-31
Filed2026-05-13
CAG
15.57%CONAGRA BRANDS INC
Shares950.5K
Event2026-03-31
Filed2026-05-13
IAGG
15.87%ISHARES TR
Shares290.3K
Event2026-03-31
Filed2026-05-13
SBAR
35.66%SIMPLIFY EXCHANGE TRADED FUN
Shares591.0K
Event2026-03-31
Filed2026-05-13
MCO
1.76%MOODYS CORP
Shares32.9K
Event2026-03-31
Filed2026-05-13
AGGH
-8.30%SIMPLIFY EXCHANGE TRADED FUN
Shares703.7K
Event2026-03-31
Filed2026-05-13
CLOA
18.40%BLACKROCK ETF TRUST II
Shares274.4K
Event2026-03-31
Filed2026-05-13
BIL
76.12%SPDR SERIES TRUST
Shares155.2K
Event2026-03-31
Filed2026-05-13
GEV
-14.86%GE VERNOVA INC
Shares16.2K
Event2026-03-31
Filed2026-05-13
SCHO
11397.45%SCHWAB STRATEGIC TR
Shares581.1K
Event2026-03-31
Filed2026-05-13
PSLV
685.02%SPROTT ASSET MANAGEMENT LP
Shares577.5K
Event2026-03-31
Filed2026-05-13
COLM
NewCOLUMBIA SPORTSWEAR CO
Shares255.2K
Event2026-03-31
Filed2026-05-13
CNAV
-0.43%COLLABORATIVE INVESTMNT SER
Shares446.2K
Event2026-03-31
Filed2026-05-13
VGLT
-0.12%VANGUARD SCOTTSDALE FDS
Shares247.7K
Event2026-03-31
Filed2026-05-13
ADI
6.20%ANALOG DEVICES INC
Shares42.9K
Event2026-03-31
Filed2026-05-13
XLRE
17.01%SELECT SECTOR SPDR TR
Shares330.6K
Event2026-03-31
Filed2026-05-13
GCOW
11819.76%PACER FDS TR
Shares288.9K
Event2026-03-31
Filed2026-05-13
TXN
16.32%TEXAS INSTRS INC
Shares68.7K
Event2026-03-31
Filed2026-05-13
QFLR
12.36%INNOVATOR ETFS TRUST
Shares399.7K
Event2026-03-31
Filed2026-05-13
FTI
-1.21%TECHNIPFMC PLC
Shares192.5K
Event2026-03-31
Filed2026-05-13
HP INC
11.09%HP INC
Shares677.7K
Event2026-03-31
Filed2026-05-13
BSX
16.15%BOSTON SCIENTIFIC CORP
Shares206.6K
Event2026-03-31
Filed2026-05-13
JBBB
28.58%JANUS DETROIT STR TR
Shares271.9K
Event2026-03-31
Filed2026-05-13
FDLO
64.76%FIDELITY COVINGTON TRUST
Shares193.1K
Event2026-03-31
Filed2026-05-13
VGSH
-77.15%VANGUARD SCOTTSDALE FDS
Shares211.2K
Event2026-03-31
Filed2026-05-13
NI
13.37%NISOURCE INC
Shares265.0K
Event2026-03-31
Filed2026-05-13
SPTI
6.87%SPDR SERIES TRUST
Shares430.8K
Event2026-03-31
Filed2026-05-13
SMH
40.12%VANECK ETF TRUST
Shares31.8K
Event2026-03-31
Filed2026-05-13
SPBW
18.17%AIM ETF PRODUCTS TRUST
Shares446.3K
Event2026-03-31
Filed2026-05-13
IAUM
-55.55%ISHARES GOLD TR
Shares253.4K
Event2026-03-31
Filed2026-05-13
AVLC
7.50%AMERICAN CENTY ETF TR
Shares150.6K
Event2026-03-31
Filed2026-05-13
TAN
7327.19%INVESCO EXCH TRADED FD TR II
Shares209.0K
Event2026-03-31
Filed2026-05-13
XLP
322.20%SELECT SECTOR SPDR TR
Shares141.1K
Event2026-03-31
Filed2026-05-13
SPMO
44.42%INVESCO EXCH TRADED FD TR II
Shares102.9K
Event2026-03-31
Filed2026-05-13
VXUS
226.24%VANGUARD STAR FDS
Shares149.5K
Event2026-03-31
Filed2026-05-13
XTEN
6.93%BONDBLOXX ETF TRUST
Shares251.3K
Event2026-03-31
Filed2026-05-13
SCHG
12.22%SCHWAB STRATEGIC TR
Shares394.4K
Event2026-03-31
Filed2026-05-13
FENY
144.55%FIDELITY COVINGTON TRUST
Shares333.0K
Event2026-03-31
Filed2026-05-13
KO
1.33%COCA COLA CO
Shares148.5K
Event2026-03-31
Filed2026-05-13
BNDX
-2.02%VANGUARD CHARLOTTE FDS
Shares234.8K
Event2026-03-31
Filed2026-05-13
BUFR
13.64%FIRST TR EXCHNG TRADED FD VI
Shares331.9K
Event2026-03-31
Filed2026-05-13
SPDW
5.34%SPDR INDEX SHS FDS
Shares244.6K
Event2026-03-31
Filed2026-05-13
DDLS
31.54%WISDOMTREE TR
Shares252.3K
Event2026-03-31
Filed2026-05-13
BTAL
91.84%AGF INVTS TR
Shares773.0K
Event2026-03-31
Filed2026-05-13
SVOL
-8.44%SIMPLIFY EXCHANGE TRADED FUN
Shares699.9K
Event2026-03-31
Filed2026-05-13
KLAC
22.24%KLA CORP
Shares7.3K
Event2026-03-31
Filed2026-05-13
KMB
-44.28%KIMBERLY-CLARK CORP
Shares109.8K
Event2026-03-31
Filed2026-05-13
VBR
2.36%VANGUARD INDEX FDS
Shares47.0K
Event2026-03-31
Filed2026-05-13
HSCZ
31.85%ISHARES TR
Shares255.6K
Event2026-03-31
Filed2026-05-13
FCX
2.83%FREEPORT MCMORAN INC
Shares172.3K
Event2026-03-31
Filed2026-05-13
DFIV
1.90%DIMENSIONAL ETF TRUST
Shares189.2K
Event2026-03-31
Filed2026-05-13
CEG
8.22%CONSTELLATION ENERGY CORP
Shares35.6K
Event2026-03-31
Filed2026-05-13
DFEV
1.44%DIMENSIONAL ETF TRUST
Shares275.2K
Event2026-03-31
Filed2026-05-13
VGT
9.79%VANGUARD WORLD FD
Shares14.0K
Event2026-03-31
Filed2026-05-13
DFAE
1.89%DIMENSIONAL ETF TRUST
Shares287.6K
Event2026-03-31
Filed2026-05-13
ISRG
24.67%INTUITIVE SURGICAL INC
Shares21.0K
Event2026-03-31
Filed2026-05-13
FIAX
1.65%TIDAL TRUST II
Shares554.8K
Event2026-03-31
Filed2026-05-13
EATON CORP PLC
30.99%EATON CORP PLC
Shares26.8K
Event2026-03-31
Filed2026-05-13
SCHD
-31.32%SCHWAB STRATEGIC TR
Shares305.0K
Event2026-03-31
Filed2026-05-13
UNP
5.16%UNION PAC CORP
Shares38.6K
Event2026-03-31
Filed2026-05-13
TMUS
12.75%T-MOBILE US INC
Shares44.2K
Event2026-03-31
Filed2026-05-13
CENCORA INC
19.11%CENCORA INC
Shares29.4K
Event2026-03-31
Filed2026-05-13
XLSR
19.37%SSGA ACTIVE TR
Shares157.4K
Event2026-03-31
Filed2026-05-13
GILD
11.50%GILEAD SCIENCES INC
Shares65.1K
Event2026-03-31
Filed2026-05-13
SEIX
-9.44%VIRTUS ETF TR II
Shares392.1K
Event2026-03-31
Filed2026-05-13
MARVELL TECHNOLOGY INC
0.78%MARVELL TECHNOLOGY INC
Shares90.9K
Event2026-03-31
Filed2026-05-13
DIHP
2.59%DIMENSIONAL ETF TRUST
Shares277.7K
Event2026-03-31
Filed2026-05-13
VIG
-22.20%VANGUARD SPECIALIZED FUNDS
Shares41.4K
Event2026-03-31
Filed2026-05-13
SCHZ
4.27%SCHWAB STRATEGIC TR
Shares379.5K
Event2026-03-31
Filed2026-05-13
CINF
0.86%CINCINNATI FINL CORP
Shares55.8K
Event2026-03-31
Filed2026-05-13
SFLR
27.00%INNOVATOR ETFS TRUST
Shares247.2K
Event2026-03-31
Filed2026-05-13
FNCL
11.78%FIDELITY COVINGTON TRUST
Shares123.5K
Event2026-03-31
Filed2026-05-13
PH
1.98%PARKER-HANNIFIN CORP
Shares9.6K
Event2026-03-31
Filed2026-05-13
POWR
NewISHARES INC
Shares328.2K
Event2026-03-31
Filed2026-05-13
CHRW
-3.50%C H ROBINSON WORLDWIDE IN
Shares51.8K
Event2026-03-31
Filed2026-05-13
COP
7.94%CONOCOPHILLIPS
Shares64.7K
Event2026-03-31
Filed2026-05-13
HON
13.83%HONEYWELL INTL INC
Shares37.8K
Event2026-03-31
Filed2026-05-13
TWOX
10.02%ISHARES TR
Shares315.9K
Event2026-03-31
Filed2026-05-13
DIS
-65.53%DISNEY WALT CO
Shares86.9K
Event2026-03-31
Filed2026-05-13
VOE
-0.85%VANGUARD INDEX FDS
Shares45.2K
Event2026-03-31
Filed2026-05-13
VRSN
33.33%VERISIGN INC
Shares33.3K
Event2026-03-31
Filed2026-05-13
AVMC
13.22%AMERICAN CENTY ETF TR
Shares113.1K
Event2026-03-31
Filed2026-05-13
IDU
-28.39%ISHARES TR
Shares68.7K
Event2026-03-31
Filed2026-05-13
APA CORPORATION
-3.26%APA CORPORATION
Shares185.2K
Event2026-03-31
Filed2026-05-13
EDIV
-37.78%SPDR INDEX SHS FDS
Shares198.9K
Event2026-03-31
Filed2026-05-13
APD
1095.80%AIR PRODUCTS AND CHEMICALS I
Shares26.8K
Event2026-03-31
Filed2026-05-13
SPHY
7.74%SPDR SERIES TRUST
Shares333.1K
Event2026-03-31
Filed2026-05-13
NEM
-28.74%NEWMONT CORP
Shares71.7K
Event2026-03-31
Filed2026-05-13
FNF
16.60%FIDELITY NATL FINL INC
Shares166.1K
Event2026-03-31
Filed2026-05-13
THE CIGNA GROUP
350.20%THE CIGNA GROUP
Shares28.7K
Event2026-03-31
Filed2026-05-13
WTV
-13.81%WISDOMTREE TR
Shares80.4K
Event2026-03-31
Filed2026-05-13
TRV
546.19%TRAVELERS COMPANIES INC
Shares26.1K
Event2026-03-31
Filed2026-05-13
TEUCRIUM COMMODITY TR
NewTEUCRIUM COMMODITY TR
Shares295.2K
Event2026-03-31
Filed2026-05-13
VPL
6850.73%VANGUARD INTL EQUITY INDEX F
Shares76.3K
Event2026-03-31
Filed2026-05-13
ACWX
23416.63%ISHARES TR
Shares108.9K
Event2026-03-31
Filed2026-05-13
STT
1.00%STATE STR CORP
Shares58.8K
Event2026-03-31
Filed2026-05-13
XTRE
9.07%BONDBLOXX ETF TRUST
Shares148.5K
Event2026-03-31
Filed2026-05-13
FCOM
7.07%FIDELITY COVINGTON TRUST
Shares107.9K
Event2026-03-31
Filed2026-05-13
FDL
216.73%FIRST TR EXCHANGE-TRADED FD
Shares143.5K
Event2026-03-31
Filed2026-05-13
SPYC
41.12%SIMPLIFY EXCHANGE TRADED FUN
Shares182.4K
Event2026-03-31
Filed2026-05-13
MCK
30.32%MCKESSON CORP
Shares8.3K
Event2026-03-31
Filed2026-05-13
OIH
10370.59%VANECK ETF TRUST
Shares17.8K
Event2026-03-31
Filed2026-05-13
IYE
1447.21%ISHARES TR
Shares110.7K
Event2026-03-31
Filed2026-05-13
INVESCO EXCH TRADED FD TR II
206.17%INVESCO EXCH TRADED FD TR II
Shares97.6K
Event2026-03-31
Filed2026-05-13
IWM
18.34%ISHARES TR
Shares28.6K
Event2026-03-31
Filed2026-05-13
ENTG
369.29%ENTEGRIS INC
Shares59.7K
Event2026-03-31
Filed2026-05-13
SCHX
0.53%SCHWAB STRATEGIC TR
Shares269.3K
Event2026-03-31
Filed2026-05-13
RDVY
-1.21%FIRST TR EXCHANGE TRADED FD
Shares100.2K
Event2026-03-31
Filed2026-05-13
LDOS
1.09%LEIDOS HOLDINGS INC
Shares43.8K
Event2026-03-31
Filed2026-05-13
QCOM
-67.72%QUALCOMM INC
Shares52.0K
Event2026-03-31
Filed2026-05-13
DFAC
23.53%DIMENSIONAL ETF TRUST
Shares172.0K
Event2026-03-31
Filed2026-05-13
UPS
25.88%UNITED PARCEL SVCS INC
Shares67.8K
Event2026-03-31
Filed2026-05-13
FREL
-84.69%FIDELITY COVINGTON TRUST
Shares247.2K
Event2026-03-31
Filed2026-05-13
IEF
-25.00%ISHARES TR
Shares69.7K
Event2026-03-31
Filed2026-05-13
FSTA
-20.86%FIDELITY COVINGTON TRUST
Shares127.0K
Event2026-03-31
Filed2026-05-13
PANW
6.29%PALO ALTO NETWORKS INC
Shares41.4K
Event2026-03-31
Filed2026-05-13
SPD
-0.49%SIMPLIFY EXCHANGE TRADED FUN
Shares181.4K
Event2026-03-31
Filed2026-05-13
SEPU
NewAIM ETF PRODUCTS TRUST
Shares234.6K
Event2026-03-31
Filed2026-05-13
STERLING CAP FDS
NewSTERLING CAP FDS
Shares258.6K
Event2026-03-31
Filed2026-05-13
DIA
-12.49%STATE STR SPDR DOW JONES IND
Shares13.9K
Event2026-03-31
Filed2026-05-13
TJX
26.59%TJX COS INC NEW
Shares40.2K
Event2026-03-31
Filed2026-05-13
BSV
-34.15%VANGUARD BD INDEX FDS
Shares81.6K
Event2026-03-31
Filed2026-05-13
AMT
18.36%AMERICAN TOWER CORP
Shares37.0K
Event2026-03-31
Filed2026-05-13
VYM
-80.04%VANGUARD WHITEHALL FDS
Shares42.8K
Event2026-03-31
Filed2026-05-13
JAJL
-19.67%INNOVATOR ETFS TRUST
Shares216.3K
Event2026-03-31
Filed2026-05-13
AVEM
11.05%AMERICAN CENTY ETF TR
Shares77.9K
Event2026-03-31
Filed2026-05-13
IYJ
3899.52%ISHARES TR
Shares41.6K
Event2026-03-31
Filed2026-05-13
FNDX
9.19%SCHWAB STRATEGIC TR
Shares220.0K
Event2026-03-31
Filed2026-05-13
GBIL
660.22%GOLDMAN SACHS ETF TR
Shares61.1K
Event2026-03-31
Filed2026-05-13
IJH
33.85%ISHARES TR
Shares90.6K
Event2026-03-31
Filed2026-05-13
ELEVATION SERIES TRUST
NewELEVATION SERIES TRUST
Shares298.9K
Event2026-03-31
Filed2026-05-13
SDIV
92.87%GLOBAL X FDS
Shares240.9K
Event2026-03-31
Filed2026-05-13
MDLZ
22.71%MONDELEZ INTL INC
Shares105.2K
Event2026-03-31
Filed2026-05-13
SYY
1.96%SYSCO CORP
Shares84.0K
Event2026-03-31
Filed2026-05-13
AGG
-20.80%ISHARES TR
Shares59.5K
Event2026-03-31
Filed2026-05-13
SPEM
17.12%SPDR INDEX SHS FDS
Shares125.8K
Event2026-03-31
Filed2026-05-13
SCHP
335.20%SCHWAB STRATEGIC TR
Shares220.9K
Event2026-03-31
Filed2026-05-13
BWXT
12.44%BWX TECHNOLOGIES INC
Shares28.5K
Event2026-03-31
Filed2026-05-13
XLK
29.81%SELECT SECTOR SPDR TR
Shares43.9K
Event2026-03-31
Filed2026-05-13
FLJJ
27606.44%AIM ETF PRODUCTS TRUST
Shares185.1K
Event2026-03-31
Filed2026-05-13
PDI
102.89%PIMCO DYNAMIC INCOME FD
Shares338.4K
Event2026-03-31
Filed2026-05-13
ISHARES GOLD TR
-14.99%ISHARES GOLD TR
Shares65.6K
Event2026-03-31
Filed2026-05-13
ONEQ
-17.45%FIDELITY COMWLTH TR
Shares67.7K
Event2026-03-31
Filed2026-05-13
JEPQ
10.21%J P MORGAN EXCHANGE TRADED F
Shares103.4K
Event2026-03-31
Filed2026-05-13
SO
-16.05%SOUTHERN CO
Shares59.1K
Event2026-03-31
Filed2026-05-13
ANGL
-63.22%VANECK ETF TRUST
Shares198.0K
Event2026-03-31
Filed2026-05-13
CEF
7.76%SPROTT ASSET MANAGEMENT LP
Shares118.2K
Event2026-03-31
Filed2026-05-13
ADBE
-47.01%ADOBE INC
Shares23.0K
Event2026-03-31
Filed2026-05-13
RWL
11.27%INVESCO EXCH TRADED FD TR II
Shares48.7K
Event2026-03-31
Filed2026-05-13
AXP
13.62%AMERICAN EXPRESS CO
Shares18.4K
Event2026-03-31
Filed2026-05-13
SLV
2.42%ISHARES SILVER TR
Shares81.6K
Event2026-03-31
Filed2026-05-13
SBUX
16.44%STARBUCKS CORP
Shares61.8K
Event2026-03-31
Filed2026-05-13
CTAS
3.51%CINTAS CORP
Shares32.7K
Event2026-03-31
Filed2026-05-13
SHY
104.72%ISHARES TR
Shares66.5K
Event2026-03-31
Filed2026-05-13
CRWD
-10.76%CROWDSTRIKE HLDGS INC
Shares14.0K
Event2026-03-31
Filed2026-05-13
NVT
638.01%NVENT ELEC PLC
Shares46.3K
Event2026-03-31
Filed2026-05-13
SHOP
3.41%SHOPIFY INC
Shares46.1K
Event2026-03-31
Filed2026-05-13
VWO
6.98%VANGUARD INTL EQUITY INDEX F
Shares100.7K
Event2026-03-31
Filed2026-05-13
KIM
9.34%KIMCO REALTY CORP
Shares240.4K
Event2026-03-31
Filed2026-05-13
JCPI
28.61%J P MORGAN EXCHANGE TRADED F
Shares111.4K
Event2026-03-31
Filed2026-05-13
DUKE ENERGY CORP NEW
-18.27%DUKE ENERGY CORP NEW
Shares41.0K
Event2026-03-31
Filed2026-05-13
SPAB
9.43%SPDR SERIES TRUST
Shares209.3K
Event2026-03-31
Filed2026-05-13
IWF
-28.75%ISHARES TR
Shares12.5K
Event2026-03-31
Filed2026-05-13
AVLV
16.56%AMERICAN CENTY ETF TR
Shares65.9K
Event2026-03-31
Filed2026-05-13
SPYD
0.46%SPDR SERIES TRUST
Shares115.9K
Event2026-03-31
Filed2026-05-13
MGK
-4.36%VANGUARD WORLD FD
Shares14.3K
Event2026-03-31
Filed2026-05-13
MAS
-33.08%MASCO CORP
Shares86.7K
Event2026-03-31
Filed2026-05-13
SJM
22.77%SMUCKER J M CO
Shares54.1K
Event2026-03-31
Filed2026-05-13
PZA
77.52%INVESCO EXCH TRADED FD TR II
Shares226.7K
Event2026-03-31
Filed2026-05-13
JBND
15.36%J P MORGAN EXCHANGE TRADED F
Shares96.7K
Event2026-03-31
Filed2026-05-13
ORLY
16.96%OREILLY AUTOMOTIVE INC
Shares56.0K
Event2026-03-31
Filed2026-05-13
REGN
22.05%REGENERON PHARMACEUTICALS
Shares6.7K
Event2026-03-31
Filed2026-05-13
CDNS
13.68%CADENCE DESIGN SYSTEM INC
Shares18.3K
Event2026-03-31
Filed2026-05-13
FMC
NewFMC CORP
Shares294.3K
Event2026-03-31
Filed2026-05-13
SHV
266.26%ISHARES TR
Shares45.7K
Event2026-03-31
Filed2026-05-13
PCAR
18.07%PACCAR INC
Shares43.6K
Event2026-03-31
Filed2026-05-13
NDAQ
3.62%NASDAQ INC
Shares59.2K
Event2026-03-31
Filed2026-05-13
ARCC
21.06%ARES CAPITAL CORP
Shares278.5K
Event2026-03-31
Filed2026-05-13
VO
-4.87%VANGUARD INDEX FDS
Shares17.5K
Event2026-03-31
Filed2026-05-13
GAEM
-11.35%SIMPLIFY EXCHANGE TRADED FUN
Shares193.5K
Event2026-03-31
Filed2026-05-13
LOW
12.47%LOWES COS INC
Shares21.1K
Event2026-03-31
Filed2026-05-13
QGRO
10.49%AMERICAN CENTY ETF TR
Shares47.4K
Event2026-03-31
Filed2026-05-13
ELEVATION SERIES TRUST
NewELEVATION SERIES TRUST
Shares206.0K
Event2026-03-31
Filed2026-05-13
PSQA
2.70%PALMER SQUARE FUNDS TR
Shares242.9K
Event2026-03-31
Filed2026-05-13
FLOT
-4.83%ISHARES TR
Shares97.1K
Event2026-03-31
Filed2026-05-13
WM
28.93%WASTE MGMT INC DEL
Shares21.5K
Event2026-03-31
Filed2026-05-13
ADP
4.22%AUTOMATIC DATA PROCESSING IN
Shares24.1K
Event2026-03-31
Filed2026-05-13
FVD
0.87%FIRST TR EXCHANGE-TRADED FD
Shares103.8K
Event2026-03-31
Filed2026-05-13
ZSEP
3.16%INNOVATOR ETFS TRUST
Shares182.3K
Event2026-03-31
Filed2026-05-13
SPSM
5.19%SPDR SERIES TRUST
Shares100.7K
Event2026-03-31
Filed2026-05-13
VST
17.96%VISTRA CORP
Shares32.2K
Event2026-03-31
Filed2026-05-13
IBIT
5.04%ISHARES BITCOIN TRUST ETF
Shares125.6K
Event2026-03-31
Filed2026-05-13
INVESCO EXCHANGE TRADED FD T
38.74%INVESCO EXCHANGE TRADED FD T
Shares25.0K
Event2026-03-31
Filed2026-05-13
FTCS
5.91%FIRST TR EXCHANGE-TRADED FD
Shares51.0K
Event2026-03-31
Filed2026-05-13
SOXY
3.76%TIDAL TRUST II
Shares74.6K
Event2026-03-31
Filed2026-05-13
IGOV
17.58%ISHARES TR
Shares114.8K
Event2026-03-31
Filed2026-05-13
FLV
12.86%AMERICAN CENTY ETF TR
Shares60.4K
Event2026-03-31
Filed2026-05-13
FTSM
-24.26%FIRST TR EXCHANGE-TRADED FD
Shares77.3K
Event2026-03-31
Filed2026-05-13
FTCB
3.91%FIRST TR EXCHANGE-TRADED FD
Shares218.7K
Event2026-03-31
Filed2026-05-13
ABT
-36.76%ABBOTT LABORATORIES
Shares44.6K
Event2026-03-31
Filed2026-05-13
IXUS
-0.96%ISHARES TR
Shares52.7K
Event2026-03-31
Filed2026-05-13
PSTP
20.02%INNOVATOR ETFS TRUST
Shares131.9K
Event2026-03-31
Filed2026-05-13
ASML
5.06%ASML HLDG NV
Shares3.4K
Event2026-03-31
Filed2026-05-13
SIVR
-71.57%ABRDN SILVER ETF TRUST
Shares63.0K
Event2026-03-31
Filed2026-05-13
SCHW
-31.94%SCHWAB CHARLES CORP
Shares47.9K
Event2026-03-31
Filed2026-05-13
OXY
453.17%OCCIDENTAL PETE CORP
Shares69.3K
Event2026-03-31
Filed2026-05-13
IWO
-94.68%ISHARES TR
Shares14.2K
Event2026-03-31
Filed2026-05-13
PIMCO ETF TR
NewPIMCO ETF TR
Shares93.7K
Event2026-03-31
Filed2026-05-13
SPMD
10.31%SPDR SERIES TRUST
Shares73.5K
Event2026-03-31
Filed2026-05-13
TSM
-7.56%TAIWAN SEMICONDUCTOR MANUFAC
Shares12.9K
Event2026-03-31
Filed2026-05-13
BIV
43.60%VANGUARD BD INDEX FDS
Shares55.5K
Event2026-03-31
Filed2026-05-13
VB
4.89%VANGUARD INDEX FDS
Shares16.4K
Event2026-03-31
Filed2026-05-13
BA
35.63%BOEING CO
Shares21.5K
Event2026-03-31
Filed2026-05-13
UBER
-74.48%UBER TECHNOLOGIES INC
Shares59.5K
Event2026-03-31
Filed2026-05-13
LMT
2.08%LOCKHEED MARTIN CORP
Shares7.1K
Event2026-03-31
Filed2026-05-13
HARD
-11.80%SIMPLIFY EXCHANGE TRADED FUN
Shares120.0K
Event2026-03-31
Filed2026-05-13
XLU
39.33%SELECT SECTOR SPDR TR
Shares92.3K
Event2026-03-31
Filed2026-05-13
APP
-11.98%APPLOVIN CORP
Shares10.6K
Event2026-03-31
Filed2026-05-13
JPLD
2.26%J P MORGAN EXCHANGE TRADED F
Shares80.8K
Event2026-03-31
Filed2026-05-13
DE
-8.70%DEERE & CO
Shares7.5K
Event2026-03-31
Filed2026-05-13
BJ
10.62%BJS WHSL CLUB HLDGS INC
Shares42.7K
Event2026-03-31
Filed2026-05-13
QQQM
-11.60%INVESCO EXCH TRADED FD TR II
Shares17.5K
Event2026-03-31
Filed2026-05-13
ALL
124.57%ALLSTATE CORP
Shares20.1K
Event2026-03-31
Filed2026-05-13
SPUC
1.05%SIMPLIFY EXCHANGE TRADED FUN
Shares94.1K
Event2026-03-31
Filed2026-05-13
NVBU
0.34%AIM ETF PRODUCTS TRUST
Shares145.7K
Event2026-03-31
Filed2026-05-13
PTL
19.12%NORTHERN LTS FD TR IV
Shares16.3K
Event2026-03-31
Filed2026-05-13
SLB
84.51%SLB LIMITED
Shares79.5K
Event2026-03-31
Filed2026-05-13
OCTU
0.45%AIM ETF PRODUCTS TRUST
Shares148.0K
Event2026-03-31
Filed2026-05-13
MUNI
51232.89%PIMCO ETF TR
Shares78.0K
Event2026-03-31
Filed2026-05-13
DFAR
4.94%DIMENSIONAL ETF TRUST
Shares172.2K
Event2026-03-31
Filed2026-05-13
EMHY
5.62%ISHARES INC
Shares102.0K
Event2026-03-31
Filed2026-05-13
HYEM
6.01%VANECK ETF TRUST
Shares203.0K
Event2026-03-31
Filed2026-05-13
TCAF
132.91%T ROWE PRICE ETF INC
Shares112.1K
Event2026-03-31
Filed2026-05-13
IJR
12.34%ISHARES TR
Shares32.0K
Event2026-03-31
Filed2026-05-13
PSTG
622.64%EVERPURE INC
Shares67.3K
Event2026-03-31
Filed2026-05-13
ICVT
47.74%ISHARES TR
Shares38.9K
Event2026-03-31
Filed2026-05-13
XTWY
22.55%BONDBLOXX ETF TRUST
Shares104.9K
Event2026-03-31
Filed2026-05-13
XPO
575.67%XPO INC
Shares20.2K
Event2026-03-31
Filed2026-05-13
PAYX
6.81%PAYCHEX INC
Shares42.6K
Event2026-03-31
Filed2026-05-13
XMMO
9.66%INVESCO EXCHANGE TRADED FD T
Shares26.7K
Event2026-03-31
Filed2026-05-13
FLMI
908.18%FRANKLIN TEMPLETON ETF TR
Shares156.4K
Event2026-03-31
Filed2026-05-13
AWK
9.23%AMERICAN WTR WKS CO INC NEW
Shares28.3K
Event2026-03-31
Filed2026-05-13
CWEN
1.82%CLEARWAY ENERGY INC
Shares95.8K
Event2026-03-31
Filed2026-05-13
PNC
15.34%PNC FINL SVCS GROUP INC
Shares18.1K
Event2026-03-31
Filed2026-05-13
CHRD
6.80%CHORD ENERGY CORPORATION
Shares26.4K
Event2026-03-31
Filed2026-05-13
BKLN
33.86%INVESCO EXCH TRADED FD TR II
Shares183.8K
Event2026-03-31
Filed2026-05-13
MANH
7.37%MANHATTAN ASSOCIATES INC
Shares27.9K
Event2026-03-31
Filed2026-05-13
YMAG
11.72%TIDAL TRUST II
Shares305.4K
Event2026-03-31
Filed2026-05-13
SPBX
19.29%AIM ETF PRODUCTS TRUST
Shares134.8K
Event2026-03-31
Filed2026-05-13
AUGU
NewAIM ETF PRODUCTS TRUST
Shares127.6K
Event2026-03-31
Filed2026-05-13
MSTR
37.38%STRATEGY INC
Shares29.0K
Event2026-03-31
Filed2026-05-13
NHC
-0.04%NATIONAL HEALTHCARE CORP
Shares22.3K
Event2026-03-31
Filed2026-05-13
ITOT
12.40%ISHARES TR
Shares24.7K
Event2026-03-31
Filed2026-05-13
SNPS
19.59%SYNOPSYS INC
Shares8.7K
Event2026-03-31
Filed2026-05-13
AIOO
1.88%AIM ETF PRODUCTS TRUST
Shares134.4K
Event2026-03-31
Filed2026-05-13
KHC
17.52%KRAFT HEINZ CO
Shares153.6K
Event2026-03-31
Filed2026-05-13
FISR
32.37%SSGA ACTIVE TR
Shares133.9K
Event2026-03-31
Filed2026-05-13
APOC
43.01%INNOVATOR ETFS TRUST
Shares134.8K
Event2026-03-31
Filed2026-05-13
FDLS
61.43%NORTHERN LTS FD TR IV
Shares92.9K
Event2026-03-31
Filed2026-05-13
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available