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The Analysis of Allworth Financial LP's Holdings & P&L

Currently, Allworth Financial LP holds 5164 types of securities in its portfolio with a total value $24.6B. In the most recent quarter, they have increased their positions in BND (+2.9M shares, valued at $215.1M), N/A (+155.2K shares, valued at $89.6M), DFAC (+1.7M shares, valued at $67.9M); decreased their positions in BSV (-2.1M shares, valued at $164.6M), SCHD (-1.2M shares, valued at $38.1M), SPDW (-318.0K shares, valued at $14.5M); initiated new positions in N/A (+155.2K shares, valued at $89.6M), N/A (+2.4M shares, valued at $44.1M), PWR (+79.7K shares, valued at $43.8M).

1M P&L

+391.8M+1.58%

3M P&L

-1.3B-4.78%

HY P&L

-94.6M-0.37%

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/A18.8B

81.0%

2Consumer Electronics510.1M

2.2%

3Semiconductors409.4M

1.8%

Top Industries by Stock Count

1N/A1470 stocks

32.1%

2Banks - Regional256 stocks

5.6%

3Biotechnology229 stocks

5.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS8.5M shares0.10%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS24.2M shares13.73%2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS17.5M shares-10.70%2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS29.5M shares-1.07%2026-03-312026-05-15

SPYG SPDR SERIES TRUST12.4M shares0.20%2026-03-312026-05-15

SPYV SPDR SERIES TRUST19.8M shares0.36%2026-03-312026-05-15

GOVT ISHARES TR23.4M shares1.47%2026-03-312026-05-15

AAPL APPLE INC1.9M shares1.51%2026-03-312026-05-15

Sponsored

VO VANGUARD INDEX FDS1.5M shares0.77%2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS9.3M shares-0.25%2026-03-312026-05-15

JBND J P MORGAN EXCHANGE TRADED F6.1M shares2.14%2026-03-312026-05-15

MBB ISHARES TR3.3M shares1.18%2026-03-312026-05-15

USIG ISHARES TR5.9M shares1.32%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST7.7M shares29.28%2026-03-312026-05-15

QLTY GMO ETF TRUST8.3M shares-0.13%2026-03-312026-05-15

ITOT ISHARES TR1.9M shares-1.89%2026-03-312026-05-15

Sponsored

NVDA NVIDIA CORPORATION1.5M shares0.33%2026-03-312026-05-15

DFAX DIMENSIONAL ETF TRUST7.3M shares9.80%2026-03-312026-05-15

DFAU DIMENSIONAL ETF TRUST4.0M shares3.18%2026-03-312026-05-15

VBR VANGUARD INDEX FDS817.7K shares-0.64%2026-03-312026-05-15

MSFT MICROSOFT CORP475.5K shares3.07%2026-03-312026-05-15

DUHP DIMENSIONAL ETF TRUST4.5M shares43.65%2026-03-312026-05-15

IJR ISHARES TR1.2M shares-0.02%2026-03-312026-05-15

RWL INVESCO EXCH TRADED FD TR II1.2M shares-0.98%2026-03-312026-05-15

Sponsored

VFLO VICTORY PORTFOLIOS II3.5M shares-0.91%2026-03-312026-05-15

TSPA T ROWE PRICE ETF INC3.4M shares0.60%2026-03-312026-05-15

DFCF DIMENSIONAL ETF TRUST3.3M shares73.33%2026-03-312026-05-15

BROADCOM INC BROADCOM INC438.5K shares-0.76%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T190.7K shares-0.51%2026-03-312026-05-15

IXUS ISHARES TR1.4M shares-3.11%2026-03-312026-05-15

AMZN AMAZON COM INC584.5K shares4.95%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO411.7K shares-0.00%2026-03-312026-05-15

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F2.1M shares1.35%2026-03-312026-05-15

IUSB ISHARES TR2.5M shares-1.59%2026-03-312026-05-15

IWF ISHARES TR262.5K shares-1.33%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS749.5K shares3.27%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON412.3K shares-2.59%2026-03-312026-05-15

ALPHABET INC ALPHABET INC337.3K shares3.05%2026-03-312026-05-15

ALPHABET INC ALPHABET INC315.0K shares-1.91%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR155.2K sharesnew addition2026-03-312026-05-15

Sponsored

CVX CHEVRON CORPORATION430.6K shares-0.81%2026-03-312026-05-15

VUG VANGUARD INDEX FDS199.5K shares1.64%2026-03-312026-05-15

SPTM SPDR SERIES TRUST1.1M shares3.18%2026-03-312026-05-15

VTV VANGUARD INDEX FDS425.1K shares1.16%2026-03-312026-05-15

IVV ISHARES TR127.1K shares-3.59%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL166.7K shares1.22%2026-03-312026-05-15

JEPI J P MORGAN EXCHANGE TRADED F1.3M shares5.47%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION73.4K shares7.56%2026-03-312026-05-15

Sponsored

HD HOME DEPOT INC213.4K shares0.64%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS115.8K shares4.96%2026-03-312026-05-15

IWD ISHARES TR315.6K shares-1.52%2026-03-312026-05-15

IUSG ISHARES TR431.0K shares-0.18%2026-03-312026-05-15

XOM EXXON MOBIL CORP392.0K shares3.16%2026-03-312026-05-15

DFAT DIMENSIONAL ETF TRUST1.0M shares3.90%2026-03-312026-05-15

SUB ISHARES TR596.5K shares-0.71%2026-03-312026-05-15

HDEF DBX ETF TR1.9M shares2.72%2026-03-312026-05-15

Sponsored

IUSV ISHARES TR597.6K shares-2.35%2026-03-312026-05-15

LLY ELI LILLY & CO66.2K shares6.09%2026-03-312026-05-15

FBND FIDELITY MERRIMACK STR TR1.3M shares10.14%2026-03-312026-05-15

CAT CATERPILLAR INC84.4K shares-8.59%2026-03-312026-05-15

PSFF PACER FDS TR1.8M shares2.58%2026-03-312026-05-15

PG PROCTER & GAMBLE CO405.2K shares4.29%2026-03-312026-05-15

IVW ISHARES TR516.6K shares-1.29%2026-03-312026-05-15

META META PLATFORMS INC102.1K shares10.60%2026-03-312026-05-15

Sponsored

CSCO CISCO SYS INC748.9K shares0.78%2026-03-312026-05-15

ABBV ABBVIE INC263.8K shares-0.17%2026-03-312026-05-15

AGG ISHARES TR558.1K shares7.71%2026-03-312026-05-15

NEE NEXTERA ENERGY INC596.2K shares32.80%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS850.2K shares-4.12%2026-03-312026-05-15

DFUV DIMENSIONAL ETF TRUST1.1M shares54.03%2026-03-312026-05-15

GLD SPDR GOLD TR120.1K shares0.56%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F919.3K shares-0.43%2026-03-312026-05-15

Sponsored

ORCL ORACLE CORP335.5K shares-1.58%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO158.5K shares-1.81%2026-03-312026-05-15

KO COCA COLA CO626.5K shares0.95%2026-03-312026-05-15

MUB ISHARES TR435.9K shares2.76%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR1.5M shares-45.38%2026-03-312026-05-15

DFSD DIMENSIONAL ETF TRUST935.7K shares260.38%2026-03-312026-05-15

TSLA TESLA INC119.8K shares1.79%2026-03-312026-05-15

V VISA INC146.4K shares-4.93%2026-03-312026-05-15

Sponsored

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST2.4M sharesnew addition2026-03-312026-05-15

PWR QUANTA SVCS INC79.7K sharesnew addition2026-03-312026-05-15

VTEB VANGUARD MUN BD FDS869.4K shares7.78%2026-03-312026-05-15

WMT WALMART INC345.9K shares4.36%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR1.7M shares20.79%2026-03-312026-05-15

RTX RTX CORPORATION219.5K sharesnew addition2026-03-312026-05-15

RDIV INVESCO EXCH TRADED FD TR II752.8K shares1401.37%2026-03-312026-05-15

TXN TEXAS INSTRS INC213.1K shares20.97%2026-03-312026-05-15

Sponsored

SMB VANECK ETF TRUST2.4M shares9.65%2026-03-312026-05-15

IJH ISHARES TR560.3K shares-3.21%2026-03-312026-05-15

FALN ISHARES TR1.4M shares4.20%2026-03-312026-05-15

PGX INVESCO EXCH TRADED FD TR II3.4M shares5.43%2026-03-312026-05-15

FDVV FIDELITY COVINGTON TRUST635.6K shares7.94%2026-03-312026-05-15

VXUS VANGUARD STAR FDS451.7K shares6.51%2026-03-312026-05-15

HON HONEYWELL INTL INC152.6K shares0.77%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC96.4K shares2.76%2026-03-312026-05-15

Sponsored

VIG VANGUARD SPECIALIZED FUNDS158.9K shares-0.30%2026-03-312026-05-15

T AT&T INC1.2M shares1.66%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS422.8K shares0.99%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS135.2K shares-15.07%2026-03-312026-05-15

DIS DISNEY WALT CO332.6K shares-1.31%2026-03-312026-05-15

KLAC KLA CORP21.5K shares-9.05%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC262.9K shares24.05%2026-03-312026-05-15

WFC WELLS FARGO & CO396.2K shares-0.79%2026-03-312026-05-15

Sponsored

PLD PROLOGIS INC.235.4K shares0.35%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC113.4K shares19.34%2026-03-312026-05-15

DFSV DIMENSIONAL ETF TRUST870.7K shares97.43%2026-03-312026-05-15

KJUL INNOVATOR ETFS TRUST950.8K shares13171.50%2026-03-312026-05-15

DFAI DIMENSIONAL ETF TRUST778.4K shares9.11%2026-03-312026-05-15

NFLX NETFLIX INC.307.3K shares15.75%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR1.0M shares4.00%2026-03-312026-05-15

MA MASTERCARD INCORPORATED58.8K shares0.02%2026-03-312026-05-15

Sponsored

SYK STRYKER CORPORATION89.3K shares0.48%2026-03-312026-05-15

PJAN INNOVATOR ETFS TRUST628.9K sharesnew addition2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN142.2K shares2.31%2026-03-312026-05-15

IGM ISHARES TR232.5K shares-0.67%2026-03-312026-05-15

UITB VICTORY PORTFOLIOS II584.8K shares0.26%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP128.2K shares57.56%2026-03-312026-05-15

DFIV DIMENSIONAL ETF TRUST518.4K shares-0.25%2026-03-312026-05-15

EVLN MORGAN STANLEY ETF TRUST550.3K shares9.97%2026-03-312026-05-15

Sponsored

PM PHILIP MORRIS INTL INC157.8K shares2.60%2026-03-312026-05-15

QTEC FIRST TR EXCHANGE-TRADED FD120.3K shares0.22%2026-03-312026-05-15

ABT ABBOTT LABORATORIES252.8K shares-9.86%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC127.5K shares19.51%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL36 shares0.00%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC507.0K shares4.43%2026-03-312026-05-15

MDLZ MONDELEZ INTL INC437.1K shares5.07%2026-03-312026-05-15

CB CHUBB LTD SWITZ77.1K shares2.44%2026-03-312026-05-15

Sponsored

VEU VANGUARD INTL EQUITY INDEX F333.2K shares1.52%2026-03-312026-05-15

MCD MCDONALDS CORP77.3K shares4.23%2026-03-312026-05-15

BAC BANK AMERICA CORP492.2K shares5.33%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR932.9K shares-6.58%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW182.7K shares1.82%2026-03-312026-05-15

IWN ISHARES TR125.7K shares-1.27%2026-03-312026-05-15

DFGP DIMENSIONAL ETF TRUST435.4K shares106.61%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR259.9K shares1.72%2026-03-312026-05-15

Sponsored

SO SOUTHERN CO237.1K shares1.90%2026-03-312026-05-15

EAGG ISHARES TR480.8K shares7.41%2026-03-312026-05-15

IAUG INNOVATOR ETFS TRUST796.5K shares11.77%2026-03-312026-05-15

DELL DELL TECHNOLOGIES INC135.6K shares-0.04%2026-03-312026-05-15

SCHR SCHWAB STRATEGIC TR889.2K shares-4.90%2026-03-312026-05-15

SUSL ISHARES TR190.8K shares-0.40%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC146.6K shares67.35%2026-03-312026-05-15

QCOM QUALCOMM INC162.1K shares5.27%2026-03-312026-05-15

Sponsored

LMT LOCKHEED MARTIN CORP34.2K shares9.33%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR152.0K shares-1.44%2026-03-312026-05-15

CME CME GROUP INC67.9K shares1.83%2026-03-312026-05-15

IVE ISHARES TR94.8K shares-0.82%2026-03-312026-05-15

AMAT APPLIED MATLS INC58.3K shares100.54%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC58.8K shares-6.86%2026-03-312026-05-15

SGOV ISHARES TR197.0K shares1.30%2026-03-312026-05-15

QUAL ISHARES TR103.1K shares-1.39%2026-03-312026-05-15

Sponsored

SBUX STARBUCKS CORP219.4K shares2.79%2026-03-312026-05-15

AVLC AMERICAN CENTY ETF TR253.0K shares45.64%2026-03-312026-05-15

AMGN AMGEN INC54.6K shares30.52%2026-03-312026-05-15

DFUS DIMENSIONAL ETF TRUST269.3K shares62.79%2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP55.3K shares1.08%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND40.7K shares-3.86%2026-03-312026-05-15

VGLT VANGUARD SCOTTSDALE FDS329.6K shares4.82%2026-03-312026-05-15

PEP PEPSICO INC117.1K shares-2.52%2026-03-312026-05-15

Sponsored

UPS UNITED PARCEL SVCS INC184.3K shares7.30%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T380.7K shares-0.70%2026-03-312026-05-15

VB VANGUARD INDEX FDS68.6K shares-1.05%2026-03-312026-05-15

AEM AGNICO EAGLE MINES LTD88.2K shares-1.35%2026-03-312026-05-15

IWP ISHARES TR139.3K shares0.17%2026-03-312026-05-15

TJX TJX COS INC NEW111.6K shares6.98%2026-03-312026-05-15

SPMD SPDR SERIES TRUST300.9K shares7.12%2026-03-312026-05-15

XEL XCEL ENERGY INC223.3K shares-1.57%2026-03-312026-05-15

Sponsored

O REALTY INCOME CORP286.4K shares-2.93%2026-03-312026-05-15

AVUS AMERICAN CENTY ETF TR154.7K shares-3.60%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC35.0K shares-0.17%2026-03-312026-05-15

GSLC GOLDMAN SACHS ETF TR136.9K shares-6.95%2026-03-312026-05-15

AVDE AMERICAN CENTY ETF TR201.8K shares39.46%2026-03-312026-05-15

CMI CUMMINS INC31.8K shares-2.76%2026-03-312026-05-15

IVOO VANGUARD ADMIRAL FDS INC149.5K shares0.45%2026-03-312026-05-15

IWS ISHARES TR116.5K shares-0.26%2026-03-312026-05-15

Sponsored

VMBS VANGUARD SCOTTSDALE FDS355.4K shares-4.18%2026-03-312026-05-15

EFA ISHARES TR171.6K shares-1.27%2026-03-312026-05-15

UNP UNION PAC CORP68.6K shares2.98%2026-03-312026-05-15

DFAS DIMENSIONAL ETF TRUST230.5K shares39.43%2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F321.4K shares-2.01%2026-03-312026-05-15

DFEM DIMENSIONAL ETF TRUST466.6K shares37.32%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE56.7K shares-26.29%2026-03-312026-05-15

TFI SPDR SERIES TRUST353.8K shares-4.78%2026-03-312026-05-15

Sponsored

USXF ISHARES TR290.0K shares0.86%2026-03-312026-05-15

IEMG ISHARES INC227.5K shares2.24%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC52.1K sharesnew addition2026-03-312026-05-15

ALPS ETF TR ALPS ETF TR286.5K shares1.54%2026-03-312026-05-15

MS MORGAN STANLEY91.5K shares8.29%2026-03-312026-05-15

DGCB DIMENSIONAL ETF TRUST275.4K shares120.40%2026-03-312026-05-15

NVS NOVARTIS AG96.5K shares3.71%2026-03-312026-05-15

NJUN INNOVATOR ETFS TRUST467.9K shares139144.35%2026-03-312026-05-15

Sponsored

BIL SPDR SERIES TRUST159.5K shares-48.97%2026-03-312026-05-15

LOW LOWES COS INC61.8K shares4.47%2026-03-312026-05-15

BIV VANGUARD BD INDEX FDS187.0K shares1.25%2026-03-312026-05-15

GEV GE VERNOVA INC16.3K shares12.99%2026-03-312026-05-15

IWM ISHARES TR57.3K shares1.34%2026-03-312026-05-15

AVEM AMERICAN CENTY ETF TR173.2K shares31.55%2026-03-312026-05-15

SPSM SPDR SERIES TRUST288.7K shares6.99%2026-03-312026-05-15

EFIV SPDR SERIES TRUST219.5K shares6638.40%2026-03-312026-05-15

Sponsored

JQUA J P MORGAN EXCHANGE TRADED F225.7K shares-0.12%2026-03-312026-05-15

AVUV AMERICAN CENTY ETF TR125.3K shares-1.14%2026-03-312026-05-15

MO ALTRIA GROUP INC207.6K shares6.34%2026-03-312026-05-15

PFE PFIZER INC484.9K shares35.99%2026-03-312026-05-15

XLRE SELECT SECTOR SPDR TR331.0K shares5.03%2026-03-312026-05-15

DMXF ISHARES TR178.0K shares0.63%2026-03-312026-05-15

FLCB FRANKLIN TEMPLETON ETF TR624.0K shares-4.01%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO220.9K shares1.68%2026-03-312026-05-15

Sponsored

TDVG T ROWE PRICE ETF INC295.8K shares4.38%2026-03-312026-05-15

ALL ALLSTATE CORP63.6K shares1.89%2026-03-312026-05-15

IWO ISHARES TR41.7K shares-0.54%2026-03-312026-05-15

JMUB J P MORGAN EXCHANGE TRADED F258.2K shares21.54%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC27.8K shares3.87%2026-03-312026-05-15

DIHP DIMENSIONAL ETF TRUST395.6K shares10175.25%2026-03-312026-05-15

DFLV DIMENSIONAL ETF TRUST356.3K shares4.57%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC37.3K shares-2.25%2026-03-312026-05-15

Sponsored

VONV VANGUARD SCOTTSDALE FDS133.3K shares-4.00%2026-03-312026-05-15

ANGL VANECK ETF TRUST430.2K shares7.04%2026-03-312026-05-15

INTC INTEL CORP279.1K shares1.44%2026-03-312026-05-15

DGRO ISHARES TR175.4K shares1.02%2026-03-312026-05-15

PZA INVESCO EXCH TRADED FD TR II531.6K shares7.85%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP13.5K shares-3.84%2026-03-312026-05-15

SCHV SCHWAB STRATEGIC TR395.2K shares-2.98%2026-03-312026-05-15

SUSB ISHARES TR478.1K shares7.31%2026-03-312026-05-15

Sponsored

VV VANGUARD INDEX FDS39.6K shares2.12%2026-03-312026-05-15

OKE ONEOK INC NEW130.9K shares1.77%2026-03-312026-05-15

BKR BAKER HUGHES COMPANY193.7K shares-1.50%2026-03-312026-05-15

JSCP J P MORGAN EXCHANGE TRADED F248.5K shares6.56%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO46.5K shares35.04%2026-03-312026-05-15

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CARR CARRIER GLOBAL CORPORATION183.5K shares0.98%2026-03-312026-05-15

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CRM SALESFORCE INC51.7K shares15.62%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC11.4K shares11.90%2026-03-312026-05-15

SCHM SCHWAB STRATEGIC TR309.4K shares-3.63%2026-03-312026-05-15

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DFIS DIMENSIONAL ETF TRUST278.6K shares1.02%2026-03-312026-05-15

THE CIGNA GROUP THE CIGNA GROUP35.1K shares8.97%2026-03-312026-05-15

AZO AUTOZONE INC2.8K shares1.65%2026-03-312026-05-15

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FDL FIRST TR EXCHANGE-TRADED FD176.5K shares0.34%2026-03-312026-05-15

IBDT ISHARES TR349.3K shares3.36%2026-03-312026-05-15

WPC WP CAREY INC129.5K shares-0.22%2026-03-312026-05-15

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SPHQ INVESCO EXCHANGE TRADED FD T116.4K shares-1.57%2026-03-312026-05-15

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SCHF SCHWAB STRATEGIC TR346.1K shares-0.15%2026-03-312026-05-15

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NULV NUSHARES ETF TR184.2K shares-0.82%2026-03-312026-05-15

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TT TRANE TECHNOLOGIES PLC19.8K shares7.36%2026-03-312026-05-15

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MAR MARRIOTT INTL INC NEW24.8K shares4.52%2026-03-312026-05-15

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CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY88.9K shares0.43%2026-03-312026-05-15

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CGDV CAPITAL GROUP DIVIDEND VALUE156.3K shares1.08%2026-03-312026-05-15

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BSVO EA SERIES TRUST252.6K shares-1.90%2026-03-312026-05-15

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IBDV ISHARES TR287.2K shares6.58%2026-03-312026-05-15

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TCBK TRICO BANCSHARES127.8K shares9.25%2026-03-312026-05-15

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WEC ENERGY GROUP INC WEC ENERGY GROUP INC50.3K shares2.70%2026-03-312026-05-15

FVD FIRST TR EXCHANGE-TRADED FD123.6K shares-1.72%2026-03-312026-05-15

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CGGR CAPITAL GROUP GROWTH ETF140.2K shares3.08%2026-03-312026-05-15

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NOW SERVICENOW INC24.9K shares25.29%2026-03-312026-05-15

DSI ISHARES TR21.5K shares-0.55%2026-03-312026-05-15

AXON AXON ENTERPRISE INC6.1K shares3.27%2026-03-312026-05-15

Sponsored

NVO NOVO-NORDISK A S70.0K shares-46.87%2026-03-312026-05-15

FNDF SCHWAB STRATEGIC TR52.5K shares83.70%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC35.6K shares13.56%2026-03-312026-05-15

MGV VANGUARD WORLD FD17.7K shares0.42%2026-03-312026-05-15

OXY OCCIDENTAL PETE CORP39.3K shares36.90%2026-03-312026-05-15

SHEL SHELL PLC27.2K shares5.96%2026-03-312026-05-15

GLDM WORLD GOLD TR27.1K sharesnew addition2026-03-312026-05-15

EIX EDISON INTL34.3K shares24.20%2026-03-312026-05-15

Sponsored

SHOP SHOPIFY INC21.1K shares3.34%2026-03-312026-05-15

THC TENET HEALTHCARE CORP13.1K shares-2.99%2026-03-312026-05-15

D DOMINION ENERGY INC39.9K shares35.21%2026-03-312026-05-15

SNDK SANDISK CORP3.9K shares-14.53%2026-03-312026-05-15

PSA PUBLIC STORAGE OPER CO9.0K shares-3.18%2026-03-312026-05-15

ADBE ADOBE INC10.0K shares5.78%2026-03-312026-05-15

DFAR DIMENSIONAL ETF TRUST102.9K shares17.20%2026-03-312026-05-15

HEI HEICO CORP NEW8.8K shares-3.03%2026-03-312026-05-15

Sponsored

CEF SPROTT ASSET MANAGEMENT LP50.6K shares-7.61%2026-03-312026-05-15

SUPN SUPERNUS PHARMACEUTICALS46.6K shares49429.79%2026-03-312026-05-15

APP APPLOVIN CORP5.9K shares-3.43%2026-03-312026-05-15

MGK VANGUARD WORLD FD6.4K shares1.87%2026-03-312026-05-15

HALO HALOZYME THERAPEUTICS INC36.2K shares3.44%2026-03-312026-05-15

EQIX EQUINIX INC2.4K shares35.24%2026-03-312026-05-15

IWR ISHARES TR23.9K shares9.54%2026-03-312026-05-15

REGN REGENERON PHARMACEUTICALS3.0K shares37.01%2026-03-312026-05-15

Sponsored

TBUX T ROWE PRICE ETF INC46.2K shares30.95%2026-03-312026-05-15

IJJ ISHARES TR17.2K shares-3.73%2026-03-312026-05-15

MSI MOTOROLA SOLUTIONS INC5.3K shares25.04%2026-03-312026-05-15

DIVO AMPLIFY ETF TR50.6K shares8.67%2026-03-312026-05-15

VTI

VANGUARD INDEX FDS

0.10%

Shares8.5M

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

13.73%

Shares24.2M

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

-10.70%

Shares17.5M

Event2026-03-31

Filed2026-05-15

SPDW

SPDR INDEX SHS FDS

-1.07%

Shares29.5M

Event2026-03-31

Filed2026-05-15

SPYG

SPDR SERIES TRUST

0.20%

Shares12.4M

Event2026-03-31

Filed2026-05-15

SPYV

SPDR SERIES TRUST

0.36%

Shares19.8M

Event2026-03-31

Filed2026-05-15

GOVT

ISHARES TR

1.47%

Shares23.4M

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

1.51%

Shares1.9M

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.77%

Shares1.5M

Event2026-03-31

Filed2026-05-15

SPEM

SPDR INDEX SHS FDS

-0.25%

Shares9.3M

Event2026-03-31

Filed2026-05-15

JBND

J P MORGAN EXCHANGE TRADED F

2.14%

Shares6.1M

Event2026-03-31

Filed2026-05-15

MBB

ISHARES TR

1.18%

Shares3.3M

Event2026-03-31

Filed2026-05-15

USIG

ISHARES TR

1.32%

Shares5.9M

Event2026-03-31

Filed2026-05-15

DFAC

DIMENSIONAL ETF TRUST

29.28%

Shares7.7M

Event2026-03-31

Filed2026-05-15

QLTY

GMO ETF TRUST

-0.13%

Shares8.3M

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

-1.89%

Shares1.9M

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

0.33%

Shares1.5M

Event2026-03-31

Filed2026-05-15

DFAX

DIMENSIONAL ETF TRUST

9.80%

Shares7.3M

Event2026-03-31

Filed2026-05-15

DFAU

DIMENSIONAL ETF TRUST

3.18%

Shares4.0M

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

-0.64%

Shares817.7K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

3.07%

Shares475.5K

Event2026-03-31

Filed2026-05-15

DUHP

DIMENSIONAL ETF TRUST

43.65%

Shares4.5M

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

-0.02%

Shares1.2M

Event2026-03-31

Filed2026-05-15

RWL

INVESCO EXCH TRADED FD TR II

-0.98%

Shares1.2M

Event2026-03-31

Filed2026-05-15

VFLO

VICTORY PORTFOLIOS II

-0.91%

Shares3.5M

Event2026-03-31

Filed2026-05-15

TSPA

T ROWE PRICE ETF INC

0.60%

Shares3.4M

Event2026-03-31

Filed2026-05-15

DFCF

DIMENSIONAL ETF TRUST

73.33%

Shares3.3M

Event2026-03-31

Filed2026-05-15

BROADCOM INC

-0.76%

Shares438.5K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-0.51%

Shares190.7K

Event2026-03-31

Filed2026-05-15

IXUS

ISHARES TR

-3.11%

Shares1.4M

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

4.95%

Shares584.5K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-0.00%

Shares411.7K

Event2026-03-31

Filed2026-05-15

JEPQ

J P MORGAN EXCHANGE TRADED F

1.35%

Shares2.1M

Event2026-03-31

Filed2026-05-15

IUSB

ISHARES TR

-1.59%

Shares2.5M

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

-1.33%

Shares262.5K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

3.27%

Shares749.5K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-2.59%

Shares412.3K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

3.05%

Shares337.3K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-1.91%

Shares315.0K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

New

Shares155.2K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

-0.81%

Shares430.6K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

1.64%

Shares199.5K

Event2026-03-31

Filed2026-05-15

SPTM

SPDR SERIES TRUST

3.18%

Shares1.1M

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

1.16%

Shares425.1K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

-3.59%

Shares127.1K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

1.22%

Shares166.7K

Event2026-03-31

Filed2026-05-15

JEPI

J P MORGAN EXCHANGE TRADED F

5.47%

Shares1.3M

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

7.56%

Shares73.4K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

0.64%

Shares213.4K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

4.96%

Shares115.8K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

-1.52%

Shares315.6K

Event2026-03-31

Filed2026-05-15

IUSG

ISHARES TR

-0.18%

Shares431.0K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

3.16%

Shares392.0K

Event2026-03-31

Filed2026-05-15

DFAT

DIMENSIONAL ETF TRUST

3.90%

Shares1.0M

Event2026-03-31

Filed2026-05-15

SUB

ISHARES TR

-0.71%

Shares596.5K

Event2026-03-31

Filed2026-05-15

HDEF

DBX ETF TR

2.72%

Shares1.9M

Event2026-03-31

Filed2026-05-15

IUSV

ISHARES TR

-2.35%

Shares597.6K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

6.09%

Shares66.2K

Event2026-03-31

Filed2026-05-15

FBND

FIDELITY MERRIMACK STR TR

10.14%

Shares1.3M

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

-8.59%

Shares84.4K

Event2026-03-31

Filed2026-05-15

PSFF

PACER FDS TR

2.58%

Shares1.8M

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

4.29%

Shares405.2K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

-1.29%

Shares516.6K

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC

10.60%

Shares102.1K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

0.78%

Shares748.9K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

-0.17%

Shares263.8K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

7.71%

Shares558.1K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

32.80%

Shares596.2K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

-4.12%

Shares850.2K

Event2026-03-31

Filed2026-05-15

DFUV

DIMENSIONAL ETF TRUST

54.03%

Shares1.1M

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

0.56%

Shares120.1K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

-0.43%

Shares919.3K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

-1.58%

Shares335.5K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

-1.81%

Shares158.5K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

0.95%

Shares626.5K

Event2026-03-31

Filed2026-05-15

MUB

ISHARES TR

2.76%

Shares435.9K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

-45.38%

Shares1.5M

Event2026-03-31

Filed2026-05-15

DFSD

DIMENSIONAL ETF TRUST

260.38%

Shares935.7K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

1.79%

Shares119.8K

Event2026-03-31

Filed2026-05-15

VISA INC

-4.93%

Shares146.4K

Event2026-03-31

Filed2026-05-15

INNOVATOR ETFS TRUST

New

Shares2.4M

Event2026-03-31

Filed2026-05-15

PWR

QUANTA SVCS INC

New

Shares79.7K

Event2026-03-31

Filed2026-05-15

VTEB

VANGUARD MUN BD FDS

7.78%

Shares869.4K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

4.36%

Shares345.9K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

20.79%

Shares1.7M

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

New

Shares219.5K

Event2026-03-31

Filed2026-05-15

RDIV

INVESCO EXCH TRADED FD TR II

1401.37%

Shares752.8K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

20.97%

Shares213.1K

Event2026-03-31

Filed2026-05-15

SMB

VANECK ETF TRUST

9.65%

Shares2.4M

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

-3.21%

Shares560.3K

Event2026-03-31

Filed2026-05-15

FALN

ISHARES TR

4.20%

Shares1.4M

Event2026-03-31

Filed2026-05-15

PGX

INVESCO EXCH TRADED FD TR II

5.43%

Shares3.4M

Event2026-03-31

Filed2026-05-15

FDVV

FIDELITY COVINGTON TRUST

7.94%

Shares635.6K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

6.51%

Shares451.7K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

0.77%

Shares152.6K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

2.76%

Shares96.4K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

-0.30%

Shares158.9K

Event2026-03-31

Filed2026-05-15

AT&T INC

1.66%

Shares1.2M

Event2026-03-31

Filed2026-05-15

VCSH

VANGUARD SCOTTSDALE FDS

0.99%

Shares422.8K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

-15.07%

Shares135.2K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

-1.31%

Shares332.6K

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

-9.05%

Shares21.5K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

24.05%

Shares262.9K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

-0.79%

Shares396.2K

Event2026-03-31

Filed2026-05-15

PLD

PROLOGIS INC.

0.35%

Shares235.4K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

19.34%

Shares113.4K

Event2026-03-31

Filed2026-05-15

DFSV

DIMENSIONAL ETF TRUST

97.43%

Shares870.7K

Event2026-03-31

Filed2026-05-15

KJUL

INNOVATOR ETFS TRUST

13171.50%

Shares950.8K

Event2026-03-31

Filed2026-05-15

DFAI

DIMENSIONAL ETF TRUST

9.11%

Shares778.4K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

15.75%

Shares307.3K

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB STRATEGIC TR

4.00%

Shares1.0M

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

0.02%

Shares58.8K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

0.48%

Shares89.3K

Event2026-03-31

Filed2026-05-15

PJAN

INNOVATOR ETFS TRUST

New

Shares628.9K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING IN

2.31%

Shares142.2K

Event2026-03-31

Filed2026-05-15

IGM

ISHARES TR

-0.67%

Shares232.5K

Event2026-03-31

Filed2026-05-15

UITB

VICTORY PORTFOLIOS II

0.26%

Shares584.8K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

57.56%

Shares128.2K

Event2026-03-31

Filed2026-05-15

DFIV

DIMENSIONAL ETF TRUST

-0.25%

Shares518.4K

Event2026-03-31

Filed2026-05-15

EVLN

MORGAN STANLEY ETF TRUST

9.97%

Shares550.3K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

2.60%

Shares157.8K

Event2026-03-31

Filed2026-05-15

QTEC

FIRST TR EXCHANGE-TRADED FD

0.22%

Shares120.3K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

-9.86%

Shares252.8K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

19.51%

Shares127.5K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares36

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

4.43%

Shares507.0K

Event2026-03-31

Filed2026-05-15

MDLZ

MONDELEZ INTL INC

5.07%

Shares437.1K

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

2.44%

Shares77.1K

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD INTL EQUITY INDEX F

1.52%

Shares333.2K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

4.23%

Shares77.3K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

5.33%

Shares492.2K

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

-6.58%

Shares932.9K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

1.82%

Shares182.7K

Event2026-03-31

Filed2026-05-15

IWN

ISHARES TR

-1.27%

Shares125.7K

Event2026-03-31

Filed2026-05-15

DFGP

DIMENSIONAL ETF TRUST

106.61%

Shares435.4K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

1.72%

Shares259.9K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

1.90%

Shares237.1K

Event2026-03-31

Filed2026-05-15

EAGG

ISHARES TR

7.41%

Shares480.8K

Event2026-03-31

Filed2026-05-15

IAUG

INNOVATOR ETFS TRUST

11.77%

Shares796.5K

Event2026-03-31

Filed2026-05-15

DELL

DELL TECHNOLOGIES INC

-0.04%

Shares135.6K

Event2026-03-31

Filed2026-05-15

SCHR

SCHWAB STRATEGIC TR

-4.90%

Shares889.2K

Event2026-03-31

Filed2026-05-15

SUSL

ISHARES TR

-0.40%

Shares190.8K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

67.35%

Shares146.6K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

5.27%

Shares162.1K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

9.33%

Shares34.2K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

-1.44%

Shares152.0K

Event2026-03-31

Filed2026-05-15

CME

CME GROUP INC

1.83%

Shares67.9K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

-0.82%

Shares94.8K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

100.54%

Shares58.3K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

-6.86%

Shares58.8K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

1.30%

Shares197.0K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

-1.39%

Shares103.1K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

2.79%

Shares219.4K

Event2026-03-31

Filed2026-05-15

AVLC

AMERICAN CENTY ETF TR

45.64%

Shares253.0K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

30.52%

Shares54.6K

Event2026-03-31

Filed2026-05-15

DFUS

DIMENSIONAL ETF TRUST

62.79%

Shares269.3K

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP

1.08%

Shares55.3K

Event2026-03-31

Filed2026-05-15

DIA

STATE STR SPDR DOW JONES IND

-3.86%

Shares40.7K

Event2026-03-31

Filed2026-05-15

VGLT

VANGUARD SCOTTSDALE FDS

4.82%

Shares329.6K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

-2.52%

Shares117.1K

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SVCS INC

7.30%

Shares184.3K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

-0.70%

Shares380.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-1.05%

Shares68.6K

Event2026-03-31

Filed2026-05-15

AEM

AGNICO EAGLE MINES LTD

-1.35%

Shares88.2K

Event2026-03-31

Filed2026-05-15

IWP

ISHARES TR

0.17%

Shares139.3K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

6.98%

Shares111.6K

Event2026-03-31

Filed2026-05-15

SPMD

SPDR SERIES TRUST

7.12%

Shares300.9K

Event2026-03-31

Filed2026-05-15

XEL

XCEL ENERGY INC

-1.57%

Shares223.3K

Event2026-03-31

Filed2026-05-15

REALTY INCOME CORP

-2.93%

Shares286.4K

Event2026-03-31

Filed2026-05-15

AVUS

AMERICAN CENTY ETF TR

-3.60%

Shares154.7K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

-0.17%

Shares35.0K

Event2026-03-31

Filed2026-05-15

GSLC

GOLDMAN SACHS ETF TR

-6.95%

Shares136.9K

Event2026-03-31

Filed2026-05-15

AVDE

AMERICAN CENTY ETF TR

39.46%

Shares201.8K

Event2026-03-31

Filed2026-05-15

CMI

CUMMINS INC

-2.76%

Shares31.8K

Event2026-03-31

Filed2026-05-15

IVOO

VANGUARD ADMIRAL FDS INC

0.45%

Shares149.5K

Event2026-03-31

Filed2026-05-15

IWS

ISHARES TR

-0.26%

Shares116.5K

Event2026-03-31

Filed2026-05-15

VMBS

VANGUARD SCOTTSDALE FDS

-4.18%

Shares355.4K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

-1.27%

Shares171.6K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

2.98%

Shares68.6K

Event2026-03-31

Filed2026-05-15

DFAS

DIMENSIONAL ETF TRUST

39.43%

Shares230.5K

Event2026-03-31

Filed2026-05-15

JPST

J P MORGAN EXCHANGE TRADED F

-2.01%

Shares321.4K

Event2026-03-31

Filed2026-05-15

DFEM

DIMENSIONAL ETF TRUST

37.32%

Shares466.6K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

-26.29%

Shares56.7K

Event2026-03-31

Filed2026-05-15

TFI

SPDR SERIES TRUST

-4.78%

Shares353.8K

Event2026-03-31

Filed2026-05-15

USXF

ISHARES TR

0.86%

Shares290.0K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

2.24%

Shares227.5K

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COMPANIES INC

New

Shares52.1K

Event2026-03-31

Filed2026-05-15

ALPS ETF TR

1.54%

Shares286.5K

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

8.29%

Shares91.5K

Event2026-03-31

Filed2026-05-15

DGCB

DIMENSIONAL ETF TRUST

120.40%

Shares275.4K

Event2026-03-31

Filed2026-05-15

NVS

NOVARTIS AG

3.71%

Shares96.5K

Event2026-03-31

Filed2026-05-15

NJUN

INNOVATOR ETFS TRUST

139144.35%

Shares467.9K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

-48.97%

Shares159.5K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

4.47%

Shares61.8K

Event2026-03-31

Filed2026-05-15

BIV

VANGUARD BD INDEX FDS

1.25%

Shares187.0K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

12.99%

Shares16.3K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

1.34%

Shares57.3K

Event2026-03-31

Filed2026-05-15

AVEM

AMERICAN CENTY ETF TR

31.55%

Shares173.2K

Event2026-03-31

Filed2026-05-15

SPSM

SPDR SERIES TRUST

6.99%

Shares288.7K

Event2026-03-31

Filed2026-05-15

EFIV

SPDR SERIES TRUST

6638.40%

Shares219.5K

Event2026-03-31

Filed2026-05-15

JQUA

J P MORGAN EXCHANGE TRADED F

-0.12%

Shares225.7K

Event2026-03-31

Filed2026-05-15

AVUV

AMERICAN CENTY ETF TR

-1.14%

Shares125.3K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

6.34%

Shares207.6K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

35.99%

Shares484.9K

Event2026-03-31

Filed2026-05-15

XLRE

SELECT SECTOR SPDR TR

5.03%

Shares331.0K

Event2026-03-31

Filed2026-05-15

DMXF

ISHARES TR

0.63%

Shares178.0K

Event2026-03-31

Filed2026-05-15

FLCB

FRANKLIN TEMPLETON ETF TR

-4.01%

Shares624.0K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB CO

1.68%

Shares220.9K

Event2026-03-31

Filed2026-05-15

TDVG

T ROWE PRICE ETF INC

4.38%

Shares295.8K

Event2026-03-31

Filed2026-05-15

ALL

ALLSTATE CORP

1.89%

Shares63.6K

Event2026-03-31

Filed2026-05-15

IWO

ISHARES TR

-0.54%

Shares41.7K

Event2026-03-31

Filed2026-05-15

JMUB

J P MORGAN EXCHANGE TRADED F

21.54%

Shares258.2K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

3.87%

Shares27.8K

Event2026-03-31

Filed2026-05-15

DIHP

DIMENSIONAL ETF TRUST

10175.25%

Shares395.6K

Event2026-03-31

Filed2026-05-15

DFLV

DIMENSIONAL ETF TRUST

4.57%

Shares356.3K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-2.25%

Shares37.3K

Event2026-03-31

Filed2026-05-15

VONV

VANGUARD SCOTTSDALE FDS

-4.00%

Shares133.3K

Event2026-03-31

Filed2026-05-15

ANGL

VANECK ETF TRUST

7.04%

Shares430.2K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

1.44%

Shares279.1K

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES TR

1.02%

Shares175.4K

Event2026-03-31

Filed2026-05-15

PZA

INVESCO EXCH TRADED FD TR II

7.85%

Shares531.6K

Event2026-03-31

Filed2026-05-15

PARKER-HANNIFIN CORP

-3.84%

Shares13.5K

Event2026-03-31

Filed2026-05-15

SCHV

SCHWAB STRATEGIC TR

-2.98%

Shares395.2K

Event2026-03-31

Filed2026-05-15

SUSB

ISHARES TR

7.31%

Shares478.1K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

2.12%

Shares39.6K

Event2026-03-31

Filed2026-05-15

OKE

ONEOK INC NEW

1.77%

Shares130.9K

Event2026-03-31

Filed2026-05-15

BKR

BAKER HUGHES COMPANY

-1.50%

Shares193.7K

Event2026-03-31

Filed2026-05-15

JSCP

J P MORGAN EXCHANGE TRADED F

6.56%

Shares248.5K

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO

35.04%

Shares46.5K

Event2026-03-31

Filed2026-05-15

IDEV

ISHARES TR

-0.63%

Shares138.0K

Event2026-03-31

Filed2026-05-15

PNC

PNC FINL SVCS GROUP INC

3.86%

Shares55.2K

Event2026-03-31

Filed2026-05-15

VOT

VANGUARD INDEX FDS

1.09%

Shares44.0K

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66

0.28%

Shares61.9K

Event2026-03-31

Filed2026-05-15

KMI

KINDER MORGAN INC DEL

3.10%

Shares334.5K

Event2026-03-31

Filed2026-05-15

WCN

WASTE CONNECTIONS INC

-2.89%

Shares69.1K

Event2026-03-31

Filed2026-05-15

EUSB

ISHARES TR

7.08%

Shares256.6K

Event2026-03-31

Filed2026-05-15

TCAF

T ROWE PRICE ETF INC

6.10%

Shares312.8K

Event2026-03-31

Filed2026-05-15

AMT

AMERICAN TOWER CORP

0.49%

Shares64.2K

Event2026-03-31

Filed2026-05-15

SEAGATE TECHNOLOGY HLDNGS PL

-0.90%

Shares28.0K

Event2026-03-31

Filed2026-05-15

DFNM

DIMENSIONAL ETF TRUST

74.61%

Shares227.6K

Event2026-03-31

Filed2026-05-15

TFC

TRUIST FINL CORP

-2.57%

Shares235.3K

Event2026-03-31

Filed2026-05-15

PROFESIONALLY MANAGED PORTFO

-14.25%

Shares201.3K

Event2026-03-31

Filed2026-05-15

CARR

CARRIER GLOBAL CORPORATION

0.98%

Shares183.5K

Event2026-03-31

Filed2026-05-15

IBDR

ISHARES TR

2.38%

Shares422.9K

Event2026-03-31

Filed2026-05-15

EFV

ISHARES TR

-0.30%

Shares137.8K

Event2026-03-31

Filed2026-05-15

HUBBELL INC

-1.45%

Shares20.5K

Event2026-03-31

Filed2026-05-15

CSPF

COHEN & STEERS ETF TRUST

14.51%

Shares390.4K

Event2026-03-31

Filed2026-05-15

DLR

DIGITAL RLTY TR INC

0.22%

Shares55.0K

Event2026-03-31

Filed2026-05-15

IBDS

ISHARES TR

3.22%

Shares398.3K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

15.62%

Shares51.7K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

11.90%

Shares11.4K

Event2026-03-31

Filed2026-05-15

SCHM

SCHWAB STRATEGIC TR

-3.63%

Shares309.4K

Event2026-03-31

Filed2026-05-15

AVIG

AMERICAN CENTY ETF TR

56.30%

Shares228.7K

Event2026-03-31

Filed2026-05-15

DFIS

DIMENSIONAL ETF TRUST

1.02%

Shares278.6K

Event2026-03-31

Filed2026-05-15

THE CIGNA GROUP

8.97%

Shares35.1K

Event2026-03-31

Filed2026-05-15

AZO

AUTOZONE INC

1.65%

Shares2.8K

Event2026-03-31

Filed2026-05-15

RYDER SYS INC

-2.10%

Shares45.7K

Event2026-03-31

Filed2026-05-15

ECL

ECOLAB INC

6.25%

Shares34.6K

Event2026-03-31

Filed2026-05-15

SHM

SPDR SERIES TRUST

-2.99%

Shares191.8K

Event2026-03-31

Filed2026-05-15

SPHD

INVESCO EXCH TRADED FD TR II

-3.08%

Shares182.2K

Event2026-03-31

Filed2026-05-15

DFGR

DIMENSIONAL ETF TRUST

79.43%

Shares338.7K

Event2026-03-31

Filed2026-05-15

FDL

FIRST TR EXCHANGE-TRADED FD

0.34%

Shares176.5K

Event2026-03-31

Filed2026-05-15

IBDT

ISHARES TR

3.36%

Shares349.3K

Event2026-03-31

Filed2026-05-15

WPC

WP CAREY INC

-0.22%

Shares129.5K

Event2026-03-31

Filed2026-05-15

SPHQ

INVESCO EXCHANGE TRADED FD T

-1.57%

Shares116.4K

Event2026-03-31

Filed2026-05-15

BOEING CO

10.95%

Shares43.5K

Event2026-03-31

Filed2026-05-15

ACT

ENACT HLDGS INC

New

Shares210.4K

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP

8.84%

Shares67.8K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

-0.15%

Shares346.1K

Event2026-03-31

Filed2026-05-15

EMN

EASTMAN CHEM CO

-12.95%

Shares111.1K

Event2026-03-31

Filed2026-05-15

AVSF

AMERICAN CENTY ETF TR

New

Shares180.9K

Event2026-03-31

Filed2026-05-15

VXF

VANGUARD INDEX FDS

2.49%

Shares41.1K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

2.74%

Shares12.0K

Event2026-03-31

Filed2026-05-15

NULV

NUSHARES ETF TR

-0.82%

Shares184.2K

Event2026-03-31

Filed2026-05-15

GIGB

GOLDMAN SACHS ETF TR

-5.90%

Shares182.4K

Event2026-03-31

Filed2026-05-15

UNILEVER PLC

2.07%

Shares145.4K

Event2026-03-31

Filed2026-05-15

TRANE TECHNOLOGIES PLC

7.36%

Shares19.8K

Event2026-03-31

Filed2026-05-15

VTIP

VANGUARD MALVERN FDS

-3.95%

Shares163.5K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

-4.14%

Shares42.4K

Event2026-03-31

Filed2026-05-15

VOE

VANGUARD INDEX FDS

-2.20%

Shares44.0K

Event2026-03-31

Filed2026-05-15

MAR

MARRIOTT INTL INC NEW

4.52%

Shares24.8K

Event2026-03-31

Filed2026-05-15

HCRB

HARTFORD FDS EXCHANGE TRADED

-0.46%

Shares231.0K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

3.82%

Shares50.3K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

2.84%

Shares54.3K

Event2026-03-31

Filed2026-05-15

VGIT

VANGUARD SCOTTSDALE FDS

-12.24%

Shares132.5K

Event2026-03-31

Filed2026-05-15

DEERE & CO

1.22%

Shares14.0K

Event2026-03-31

Filed2026-05-15

IRM

IRON MTN INC DEL

-1.90%

Shares76.3K

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES INC

12.48%

Shares55.9K

Event2026-03-31

Filed2026-05-15

ZTS

ZOETIS INC

5.41%

Shares65.8K

Event2026-03-31

Filed2026-05-15

LINDE PLC

70.28%

Shares15.4K

Event2026-03-31

Filed2026-05-15

GLOBE LIFE INC

New

Shares54.4K

Event2026-03-31

Filed2026-05-15

EOCT

INNOVATOR ETFS TRUST

11.30%

Shares236.2K

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC

-0.28%

Shares86.4K

Event2026-03-31

Filed2026-05-15

IBDU

ISHARES TR

New

Shares315.7K

Event2026-03-31

Filed2026-05-15

WTRG

ESSENTIAL UTILS INC

0.28%

Shares182.1K

Event2026-03-31

Filed2026-05-15

PAG

PENSKE AUTOMOTIVE GRP INC

-1.05%

Shares48.9K

Event2026-03-31

Filed2026-05-15

CMCSA

COMCAST CORP NEW

0.16%

Shares252.8K

Event2026-03-31

Filed2026-05-15

ICSH

ISHARES TR

0.24%

Shares142.2K

Event2026-03-31

Filed2026-05-15

MOAT

VANECK ETF TRUST

-5.42%

Shares74.4K

Event2026-03-31

Filed2026-05-15

VIGI

VANGUARD WHITEHALL FDS

-2.72%

Shares81.3K

Event2026-03-31

Filed2026-05-15

FAF

FIRST AMERN FINL CORP

0.71%

Shares119.2K

Event2026-03-31

Filed2026-05-15

CITIGROUP INC

-13.74%

Shares62.6K

Event2026-03-31

Filed2026-05-15

VRTX

VERTEX PHARMACEUTICALS INC

12.59%

Shares15.8K

Event2026-03-31

Filed2026-05-15

CANADIAN PACIFIC KANSAS CITY

0.43%

Shares88.9K

Event2026-03-31

Filed2026-05-15

INGR

INGREDION INC

2.33%

Shares61.7K

Event2026-03-31

Filed2026-05-15

CVS

CVS HEALTH CORP

-6.01%

Shares96.3K

Event2026-03-31

Filed2026-05-15

IJS

ISHARES TR

5.29%

Shares57.9K

Event2026-03-31

Filed2026-05-15

VONE

VANGUARD SCOTTSDALE FDS

4.50%

Shares22.8K

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB STRATEGIC TR

-1.09%

Shares230.9K

Event2026-03-31

Filed2026-05-15

FORD MTR CO

1.24%

Shares581.7K

Event2026-03-31

Filed2026-05-15

VLO

VALERO ENERGY CORP

3.33%

Shares27.2K

Event2026-03-31

Filed2026-05-15

SMMU

PIMCO ETF TR

8.51%

Shares132.7K

Event2026-03-31

Filed2026-05-15

SLV

ISHARES SILVER TR

14.90%

Shares97.7K

Event2026-03-31

Filed2026-05-15

CGDV

CAPITAL GROUP DIVIDEND VALUE

1.08%

Shares156.3K

Event2026-03-31

Filed2026-05-15

CATH

GLOBAL X FDS

1.95%

Shares83.6K

Event2026-03-31

Filed2026-05-15

WMB

WILLIAMS COS INC

-5.57%

Shares89.5K

Event2026-03-31

Filed2026-05-15

AFG

AMERICAN FINANCIAL GROUP INC

4.50%

Shares50.8K

Event2026-03-31

Filed2026-05-15

USB

US BANCORP

24.58%

Shares124.2K

Event2026-03-31

Filed2026-05-15

BOND

PIMCO ETF TR

-17.68%

Shares69.5K

Event2026-03-31

Filed2026-05-15

BSVO

EA SERIES TRUST

-1.90%

Shares252.6K

Event2026-03-31

Filed2026-05-15

AVDV

AMERICAN CENTY ETF TR

-3.69%

Shares63.1K

Event2026-03-31

Filed2026-05-15

IBDV

ISHARES TR

6.58%

Shares287.2K

Event2026-03-31

Filed2026-05-15

DAL

DELTA AIR LINES INC

6.01%

Shares94.0K

Event2026-03-31

Filed2026-05-15

GWW

WW GRAINGER INC

-0.39%

Shares5.7K

Event2026-03-31

Filed2026-05-15

NUSC

NUSHARES ETF TR

-0.26%

Shares136.2K

Event2026-03-31

Filed2026-05-15

RSPT

INVESCO EXCHANGE TRADED FD T

-7.59%

Shares134.8K

Event2026-03-31

Filed2026-05-15

DFIC

DIMENSIONAL ETF TRUST

195.86%

Shares171.6K

Event2026-03-31

Filed2026-05-15

TCBK

TRICO BANCSHARES

9.25%

Shares127.8K

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

-0.07%

Shares9.8K

Event2026-03-31

Filed2026-05-15

COCO

VITA COCO CO INC

56.58%

Shares125.4K

Event2026-03-31

Filed2026-05-15

VHT

VANGUARD WORLD FD

-0.15%

Shares22.1K

Event2026-03-31

Filed2026-05-15

INVESCO EXCH TRADED FD TR II

-4.41%

Shares81.7K

Event2026-03-31

Filed2026-05-15

PCG

PG&E CORP

14.26%

Shares337.0K

Event2026-03-31

Filed2026-05-15

IWB

ISHARES TR

4.24%

Shares16.5K

Event2026-03-31

Filed2026-05-15

WEC ENERGY GROUP INC

2.70%

Shares50.3K

Event2026-03-31

Filed2026-05-15

FVD

FIRST TR EXCHANGE-TRADED FD

-1.72%

Shares123.6K

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC

1.80%

Shares47.3K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

-30.37%

Shares65.1K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

4.30%

Shares93.8K

Event2026-03-31

Filed2026-05-15

COLB

COLUMBIA BKG SYS INC

3.16%

Shares208.1K

Event2026-03-31

Filed2026-05-15

MUNI

PIMCO ETF TR

-3.71%

Shares108.2K

Event2026-03-31

Filed2026-05-15

CGGR

CAPITAL GROUP GROWTH ETF

3.08%

Shares140.2K

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

3.88%

Shares60.4K

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

8.68%

Shares6.4K

Event2026-03-31

Filed2026-05-15

XLU

SELECT SECTOR SPDR TR

-1.19%

Shares120.8K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

6.20%

Shares41.8K

Event2026-03-31

Filed2026-05-15

SPIB

SPDR SERIES TRUST

-3.05%

Shares163.6K

Event2026-03-31

Filed2026-05-15

MTB

M & T BK CORP

5.65%

Shares26.4K

Event2026-03-31

Filed2026-05-15

BBLU

EA SERIES TRUST

-2.54%

Shares367.9K

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP

19.59%

Shares22.2K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

1.66%

Shares23.4K

Event2026-03-31

Filed2026-05-15

DFAE

DIMENSIONAL ETF TRUST

38.20%

Shares153.6K

Event2026-03-31

Filed2026-05-15

MARVELL TECHNOLOGY INC

1.47%

Shares52.3K

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

5.97%

Shares3.9K

Event2026-03-31

Filed2026-05-15

SCZ

ISHARES TR

-1.18%

Shares65.8K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD SCOTTSDALE FDS

-0.35%

Shares62.3K

Event2026-03-31

Filed2026-05-15

FNDX

SCHWAB STRATEGIC TR

3.84%

Shares184.6K

Event2026-03-31

Filed2026-05-15

ESGE

ISHARES INC

1.22%

Shares112.7K

Event2026-03-31

Filed2026-05-15

MTUM

ISHARES TR

0.32%

Shares20.9K

Event2026-03-31

Filed2026-05-15

DVY

ISHARES TR

-1.23%

Shares33.0K

Event2026-03-31

Filed2026-05-15

GEHC

GE HEALTHCARE TECHNOLOGIES I

-6.26%

Shares69.2K

Event2026-03-31

Filed2026-05-15

BSCQ

INVESCO EXCH TRD SLF IDX FD

0.73%

Shares250.4K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

-8.50%

Shares42.0K

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

0.56%

Shares51.0K

Event2026-03-31

Filed2026-05-15

SPYD

SPDR SERIES TRUST

-0.64%

Shares104.9K

Event2026-03-31

Filed2026-05-15

MMM

3M CO

1.04%

Shares32.5K

Event2026-03-31

Filed2026-05-15

CWB

SPDR SERIES TRUST

-10.29%

Shares51.3K

Event2026-03-31

Filed2026-05-15

DISV

DIMENSIONAL ETF TRUST

272.63%

Shares118.9K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC

0.87%

Shares12.0K

Event2026-03-31

Filed2026-05-15

FDX

FEDEX CORP

11.45%

Shares13.1K

Event2026-03-31

Filed2026-05-15

SJM

SMUCKER J M CO

7.23%

Shares48.0K

Event2026-03-31

Filed2026-05-15

PAVE

GLOBAL X FDS

-0.56%

Shares90.9K

Event2026-03-31

Filed2026-05-15

WBD

WARNER BROS DISCOVERY INC

0.37%

Shares167.7K

Event2026-03-31

Filed2026-05-15

AEE

AMEREN CORP

6.83%

Shares41.9K

Event2026-03-31

Filed2026-05-15

HWM

HOWMET AEROSPACE INC

-7.60%

Shares19.6K

Event2026-03-31

Filed2026-05-15

FMB

FIRST TR EXCH TRADED FD III

5.40%

Shares88.8K

Event2026-03-31

Filed2026-05-15

DCOR

DIMENSIONAL ETF TRUST

-0.69%

Shares62.1K

Event2026-03-31

Filed2026-05-15

ENB

ENBRIDGE INC

-0.25%

Shares82.4K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

-3.66%

Shares90.3K

Event2026-03-31

Filed2026-05-15

FSMB

FIRST TR EXCH TRADED FD III

-6.52%

Shares219.8K

Event2026-03-31

Filed2026-05-15

NOBL

PROSHARES TR

0.78%

Shares41.4K

Event2026-03-31

Filed2026-05-15

IQDF

FLEXSHARES TR

0.01%

Shares137.4K

Event2026-03-31

Filed2026-05-15

COWZ

PACER FDS TR

-9.63%

Shares69.0K

Event2026-03-31

Filed2026-05-15

SPAB

SPDR SERIES TRUST

-3.15%

Shares167.7K

Event2026-03-31

Filed2026-05-15

EPD

ENTERPRISE PRODS PARTNERS L

-2.48%

Shares113.0K

Event2026-03-31

Filed2026-05-15

MAA

MID-AMER APT CMNTYS INC

0.09%

Shares34.4K

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

1.22%

Shares14.6K

Event2026-03-31

Filed2026-05-15

BANK NEW YORK MELLON CORP

3.35%

Shares35.0K

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN CORP

-6.46%

Shares6.1K

Event2026-03-31

Filed2026-05-15

HDV

ISHARES TR

-2.23%

Shares30.1K

Event2026-03-31

Filed2026-05-15

FIX

COMFORT SYS USA INC

-16.48%

Shares3.0K

Event2026-03-31

Filed2026-05-15

IVOG

VANGUARD ADMIRAL FDS INC

0.59%

Shares32.2K

Event2026-03-31

Filed2026-05-15

WELL

WELLTOWER INC

-8.08%

Shares20.3K

Event2026-03-31

Filed2026-05-15

AEP

AMERICAN ELEC PWR CO INC

-22.38%

Shares30.5K

Event2026-03-31

Filed2026-05-15

AFL

AFLAC INC

-0.20%

Shares36.1K

Event2026-03-31

Filed2026-05-15

SLDE

SLIDE INS HLDGS INC

-28.25%

Shares220.1K

Event2026-03-31

Filed2026-05-15

VANGUARD INTL EQUITY INDEX F

316.96%

Shares28.6K

Event2026-03-31

Filed2026-05-15

LVHD

LEGG MASON ETF INVT

-1.62%

Shares92.0K

Event2026-03-31

Filed2026-05-15

CENTRAL BANCOMPANY

0.00%

Shares162.3K

Event2026-03-31

Filed2026-05-15

EME

EMCOR GROUP INC

13.33%

Shares5.2K

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

12.08%

Shares20.9K

Event2026-03-31

Filed2026-05-15

FTEC

FIDELITY COVINGTON TRUST

-1.02%

Shares18.3K

Event2026-03-31

Filed2026-05-15

SPMO

INVESCO EXCH TRADED FD TR II

-6.70%

Shares33.9K

Event2026-03-31

Filed2026-05-15

SPGP

INVESCO EXCHANGE TRADED FD T

-7.29%

Shares34.9K

Event2026-03-31

Filed2026-05-15

RDVY

FIRST TR EXCHANGE TRADED FD

-3.74%

Shares54.8K

Event2026-03-31

Filed2026-05-15

PSK

SPDR SERIES TRUST

-1.57%

Shares119.9K

Event2026-03-31

Filed2026-05-15

SPG

SIMON PPTY GROUP INC NEW

-5.83%

Shares19.6K

Event2026-03-31

Filed2026-05-15

BSX

BOSTON SCIENTIFIC CORP

25.96%

Shares58.2K

Event2026-03-31

Filed2026-05-15

ISTB

ISHARES TR

5.73%

Shares75.1K

Event2026-03-31

Filed2026-05-15

VOOV

VANGUARD ADMIRAL FDS INC

1.20%

Shares17.7K

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

-3.25%

Shares24.5K

Event2026-03-31

Filed2026-05-15

VGSH

VANGUARD SCOTTSDALE FDS

0.23%

Shares60.7K

Event2026-03-31

Filed2026-05-15

JPIN

J P MORGAN EXCHANGE TRADED F

0.61%

Shares49.8K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

7.20%

Shares27.1K

Event2026-03-31

Filed2026-05-15

CEG

CONSTELLATION ENERGY CORP

15.76%

Shares12.6K

Event2026-03-31

Filed2026-05-15

IBD

NORTHERN LTS FD TR IV

18.72%

Shares147.4K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

-3.96%

Shares25.6K

Event2026-03-31

Filed2026-05-15

IVOV

VANGUARD ADMIRAL FDS INC

-2.04%

Shares33.9K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

-16.64%

Shares17.4K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

7.55%

Shares812

Event2026-03-31

Filed2026-05-15

CSX

CSX CORP

9.96%

Shares82.8K

Event2026-03-31

Filed2026-05-15

BSCR

INVESCO EXCH TRD SLF IDX FD

9.53%

Shares171.5K

Event2026-03-31

Filed2026-05-15

XLI

SELECT SECTOR SPDR TR

-6.29%

Shares20.7K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC

7.38%

Shares10.4K

Event2026-03-31

Filed2026-05-15

XBAP

INNOVATOR ETFS TRUST

-35.80%

Shares84.6K

Event2026-03-31

Filed2026-05-15

BLACKROCK INC

16.34%

Shares3.4K

Event2026-03-31

Filed2026-05-15

SHY

ISHARES TR

-2.59%

Shares39.6K

Event2026-03-31

Filed2026-05-15

COLGATE PALMOLIVE CO

3.43%

Shares38.4K

Event2026-03-31

Filed2026-05-15

NXPI

NXP SEMICONDUCTORS N V

-1.84%

Shares16.5K

Event2026-03-31

Filed2026-05-15

TFLO

ISHARES TR

-0.07%

Shares63.3K

Event2026-03-31

Filed2026-05-15

EDWARDS LIFESCIENCES CORP

New

Shares40.0K

Event2026-03-31

Filed2026-05-15

VFH

VANGUARD WORLD FD

0.76%

Shares26.2K

Event2026-03-31

Filed2026-05-15

GLPI

GAMING & LEISURE P

0.43%

Shares70.9K

Event2026-03-31

Filed2026-05-15

SMH

VANECK ETF TRUST

37.99%

Shares8.1K

Event2026-03-31

Filed2026-05-15

FLOT

ISHARES TR

-4.46%

Shares61.0K

Event2026-03-31

Filed2026-05-15

USFR

WISDOMTREE TR

-2.41%

Shares61.6K

Event2026-03-31

Filed2026-05-15

TGT

TARGET CORP

New

Shares25.5K

Event2026-03-31

Filed2026-05-15

FPE

FIRST TR EXCH TRADED FD III

New

Shares172.8K

Event2026-03-31

Filed2026-05-15

SNPS

SYNOPSYS INC

3.21%

Shares7.7K

Event2026-03-31

Filed2026-05-15

IBTH

ISHARES TR

-0.24%

Shares136.0K

Event2026-03-31

Filed2026-05-15

IDXX

IDEXX LABS INC

8.29%

Shares5.4K

Event2026-03-31

Filed2026-05-15

IBTI

ISHARES TR

0.27%

Shares135.9K

Event2026-03-31

Filed2026-05-15

NDSN

NORDSON CORP

1.65%

Shares11.4K

Event2026-03-31

Filed2026-05-15

SCHO

SCHWAB STRATEGIC TR

-8.80%

Shares124.7K

Event2026-03-31

Filed2026-05-15

AOA

ISHARES TR

2.16%

Shares34.1K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

5.89%

Shares6.9K

Event2026-03-31

Filed2026-05-15

CRS

CARPENTER TECHNOLOGY CORP

7.12%

Shares7.6K

Event2026-03-31

Filed2026-05-15

CTAS

CINTAS CORP

7.30%

Shares17.5K

Event2026-03-31

Filed2026-05-15

QQQM

INVESCO EXCH TRADED FD TR II

7.05%

Shares12.1K

Event2026-03-31

Filed2026-05-15

MPWR

MONOLITHIC PWR SYS INC

728.57%

Shares2.6K

Event2026-03-31

Filed2026-05-15

CDNS

CADENCE DESIGN SYSTEM INC

1.25%

Shares10.2K

Event2026-03-31

Filed2026-05-15

KROGER CO

3.63%

Shares39.3K

Event2026-03-31

Filed2026-05-15

ENERGY TRANSFER L P

-10.04%

Shares146.7K

Event2026-03-31

Filed2026-05-15

FQAL

FIDELITY COVINGTON TRUST

1.74%

Shares38.6K

Event2026-03-31

Filed2026-05-15

PFF

ISHARES TR

-2.78%

Shares92.1K

Event2026-03-31

Filed2026-05-15

SUSC

ISHARES TR

-0.71%

Shares120.7K

Event2026-03-31

Filed2026-05-15

STRL

STERLING INFRASTRUCTURE INC

4.02%

Shares6.9K

Event2026-03-31

Filed2026-05-15

LRGF

ISHARES TR

-2.71%

Shares42.3K

Event2026-03-31

Filed2026-05-15

SNOW

SNOWFLAKE INC

8.81%

Shares18.4K

Event2026-03-31

Filed2026-05-15

OTIS

OTIS WORLDWIDE CORP

15.88%

Shares36.0K

Event2026-03-31

Filed2026-05-15

QDF

FLEXSHARES TR

-2.56%

Shares34.9K

Event2026-03-31

Filed2026-05-15

PSTG

EVERPURE INC

2.71%

Shares46.4K

Event2026-03-31

Filed2026-05-15

IBTG

ISHARES TR

-0.25%

Shares118.7K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

12.52%

Shares14.2K

Event2026-03-31

Filed2026-05-15

MEDP

MEDPACE HLDGS INC

2.42%

Shares5.6K

Event2026-03-31

Filed2026-05-15

DFEV

DIMENSIONAL ETF TRUST

62.95%

Shares73.9K

Event2026-03-31

Filed2026-05-15

LNG

CHENIERE ENERGY INC

-1.72%

Shares9.3K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

-1.74%

Shares28.8K

Event2026-03-31

Filed2026-05-15

SUSA

ISHARES TR

0.05%

Shares19.7K

Event2026-03-31

Filed2026-05-15

NOW

SERVICENOW INC

25.29%

Shares24.9K

Event2026-03-31

Filed2026-05-15

DSI

ISHARES TR

-0.55%

Shares21.5K

Event2026-03-31

Filed2026-05-15

AXON

AXON ENTERPRISE INC

3.27%

Shares6.1K

Event2026-03-31

Filed2026-05-15

NVO

NOVO-NORDISK A S

-46.87%

Shares70.0K

Event2026-03-31

Filed2026-05-15

FNDF

SCHWAB STRATEGIC TR

83.70%

Shares52.5K

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC

13.56%

Shares35.6K

Event2026-03-31

Filed2026-05-15

MGV

VANGUARD WORLD FD

0.42%

Shares17.7K

Event2026-03-31

Filed2026-05-15

OXY

OCCIDENTAL PETE CORP

36.90%

Shares39.3K

Event2026-03-31

Filed2026-05-15

SHEL

SHELL PLC

5.96%

Shares27.2K

Event2026-03-31

Filed2026-05-15

GLDM

WORLD GOLD TR

New

Shares27.1K

Event2026-03-31

Filed2026-05-15

EIX

EDISON INTL

24.20%

Shares34.3K

Event2026-03-31

Filed2026-05-15

SHOP

SHOPIFY INC

3.34%

Shares21.1K

Event2026-03-31

Filed2026-05-15

THC

TENET HEALTHCARE CORP

-2.99%

Shares13.1K

Event2026-03-31

Filed2026-05-15

DOMINION ENERGY INC

35.21%

Shares39.9K

Event2026-03-31

Filed2026-05-15

SNDK

SANDISK CORP

-14.53%

Shares3.9K

Event2026-03-31

Filed2026-05-15

PSA

PUBLIC STORAGE OPER CO

-3.18%

Shares9.0K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

5.78%

Shares10.0K

Event2026-03-31

Filed2026-05-15

DFAR

DIMENSIONAL ETF TRUST

17.20%

Shares102.9K

Event2026-03-31

Filed2026-05-15

HEI

HEICO CORP NEW

-3.03%

Shares8.8K

Event2026-03-31

Filed2026-05-15

CEF

SPROTT ASSET MANAGEMENT LP

-7.61%

Shares50.6K

Event2026-03-31

Filed2026-05-15

SUPN

SUPERNUS PHARMACEUTICALS

49429.79%

Shares46.6K

Event2026-03-31

Filed2026-05-15

APP

APPLOVIN CORP

-3.43%

Shares5.9K

Event2026-03-31

Filed2026-05-15

MGK

VANGUARD WORLD FD

1.87%

Shares6.4K

Event2026-03-31

Filed2026-05-15

HALO

HALOZYME THERAPEUTICS INC

3.44%

Shares36.2K

Event2026-03-31

Filed2026-05-15

EQIX

EQUINIX INC

35.24%

Shares2.4K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

9.54%

Shares23.9K

Event2026-03-31

Filed2026-05-15

REGN

REGENERON PHARMACEUTICALS

37.01%

Shares3.0K

Event2026-03-31

Filed2026-05-15

TBUX

T ROWE PRICE ETF INC

30.95%

Shares46.2K

Event2026-03-31

Filed2026-05-15

IJJ

ISHARES TR

-3.73%

Shares17.2K

Event2026-03-31

Filed2026-05-15

MSI

MOTOROLA SOLUTIONS INC

25.04%

Shares5.3K

Event2026-03-31

Filed2026-05-15

DIVO

AMPLIFY ETF TR

8.67%

Shares50.6K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

SPY Call CallSTATE STR SPDR S&P 500 ETF T30.0K shares-7.69%2026-03-312026-05-15

AAPL Call CallAPPLE INC13.2K shares-3.65%2026-03-312026-05-15

ALPHABET INC Call CallALPHABET INC6.1K shares0.00%2026-03-312026-05-15

AMZN Call CallAMAZON COM INC5.8K shares-1.69%2026-03-312026-05-15

SNOW Call CallSNOWFLAKE INC1.9K shares-79.35%2026-03-312026-05-15

NKE Call CallNIKE INC500 shares0.00%2026-03-312026-05-15

TTD Call CallTHE TRADE DESK INC100 shares0.00%2026-03-312026-05-15

SPY Call

STATE STR SPDR S&P 500 ETF T

-7.69%

Shares30.0K

Event2026-03-31

Filed2026-05-15

AAPL Call

APPLE INC

-3.65%

Shares13.2K

Event2026-03-31

Filed2026-05-15

ALPHABET INC Call

ALPHABET INC

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-15

AMZN Call

AMAZON COM INC

-1.69%

Shares5.8K

Event2026-03-31

Filed2026-05-15

SNOW Call

SNOWFLAKE INC

-79.35%

Shares1.9K

Event2026-03-31

Filed2026-05-15

NKE Call

NIKE INC

0.00%

Shares500

Event2026-03-31

Filed2026-05-15

TTD Call

THE TRADE DESK INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-15

Put Option Holdings

WFC Put PutWELLS FARGO & CO186.2K shares0.00%2026-03-312026-05-15

NVDA Put PutNVIDIA CORPORATION64.7K shares18.93%2026-03-312026-05-15

AAPL Put PutAPPLE INC19.5K shares0.00%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL Put PutBERKSHIRE HATHAWAY INC DEL3.7K shares0.00%2026-03-312026-05-15

MA Put PutMASTERCARD INCORPORATED2.9K shares0.00%2026-03-312026-05-15

BROADCOM INC Put PutBROADCOM INC3.4K sharesnew addition2026-03-312026-05-15

BALL Put PutBALL CORP16.9K sharesnew addition2026-03-312026-05-15

THC Put PutTENET HEALTHCARE CORP4.2K shares0.00%2026-03-312026-05-15

AMZN Put PutAMAZON COM INC3.3K shares0.00%2026-03-312026-05-15

TSLA Put PutTESLA INC1.3K shares0.00%2026-03-312026-05-15

SYK Put PutSTRYKER CORPORATION1.2K shares0.00%2026-03-312026-05-15

V Put PutVISA INC1.2K shares0.00%2026-03-312026-05-15

ORCL Put PutORACLE CORP2.4K shares0.00%2026-03-312026-05-15

JPM Put PutJPMORGAN CHASE & CO1.2K shares0.00%2026-03-312026-05-15

BSX Put PutBOSTON SCIENTIFIC CORP5.0K sharesnew addition2026-03-312026-05-15

NFLX Put PutNETFLIX INC.2.8K shares0.00%2026-03-312026-05-15

WFC Put

WELLS FARGO & CO

0.00%

Shares186.2K

Event2026-03-31

Filed2026-05-15

NVDA Put

NVIDIA CORPORATION

18.93%

Shares64.7K

Event2026-03-31

Filed2026-05-15

AAPL Put

APPLE INC

0.00%

Shares19.5K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL Put

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-15

MA Put

MASTERCARD INCORPORATED

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-15

BROADCOM INC Put

BROADCOM INC

New

Shares3.4K

Event2026-03-31

Filed2026-05-15

BALL Put

BALL CORP

New

Shares16.9K

Event2026-03-31

Filed2026-05-15

THC Put

TENET HEALTHCARE CORP

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-15

AMZN Put

AMAZON COM INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-15

TSLA Put

TESLA INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-15

SYK Put

STRYKER CORPORATION

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

V Put

VISA INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

ORCL Put

ORACLE CORP

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-15

JPM Put

JPMORGAN CHASE & CO

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

BSX Put

BOSTON SCIENTIFIC CORP

New

Shares5.0K

Event2026-03-31

Filed2026-05-15

NFLX Put

NETFLIX INC.

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-15