The Analysis of Aptus Capital Advisors, LLC's Holdings & P&L


Currently, Aptus Capital Advisors, LLC holds 1659 types of securities in its portfolio with a total value $11.9B. In the most recent quarter, they have increased their positions in SPYM (+3.1M shares, valued at $237.1M), BKLC (+713.2K shares, valued at $89.0M), VGSH (+1.1M shares, valued at $61.6M); decreased their positions in N/A (-118.1K shares, valued at $68.2M), BSCT (-3.5M shares, valued at $64.8M), N/A (-254.8K shares, valued at $48.9M); initiated new positions in IBDZ (+1.4M shares, valued at $35.8M), IGLD (+938.5K shares, valued at $24.0M), DRS (+152.5K shares, valued at $6.8M).


1M P&L
+192.0M+1.72%
3M P&L
+187.6M+1.68%
HY P&L
+641.0M+5.99%

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/A6.3B
58.9%
2Semiconductors428.2M
4.0%
3Software - Infrastructure391.4M
3.6%

Top Industries by Stock Count

1N/A1007 stocks
65.2%
2Banks - Regional28 stocks
1.8%
3Software - Application21 stocks
1.4%
Stock Holdings
ACIO
ETF SER SOLUTIONS
6.61%
Shares16.3M
Event2026-03-31
Filed2026-05-11
DRSK
ETF SER SOLUTIONS
11.10%
Shares17.4M
Event2026-03-31
Filed2026-05-11
VXUS
VANGUARD STAR FDS
8.32%
Shares5.6M
Event2026-03-31
Filed2026-05-11
SPYM
SPDR SERIES TRUST
191.21%
Shares4.7M
Event2026-03-31
Filed2026-05-11
NVDA
NVIDIA CORPORATION
-5.98%
Shares1.7M
Event2026-03-31
Filed2026-05-11
AAPL
APPLE INC
-4.47%
Shares1.1M
Event2026-03-31
Filed2026-05-11
OSCV
ETF SER SOLUTIONS
-3.64%
Shares5.6M
Event2026-03-31
Filed2026-05-11
MSFT
MICROSOFT CORP
-4.40%
Shares536.8K
Event2026-03-31
Filed2026-05-11
IDUB
ETF SER SOLUTIONS
3.18%
Shares7.3M
Event2026-03-31
Filed2026-05-11
BSCW
INVESCO EXCH TRD SLF IDX FD
1.83%
Shares8.7M
Event2026-03-31
Filed2026-05-11
BSCV
INVESCO EXCH TRD SLF IDX FD
1.83%
Shares10.6M
Event2026-03-31
Filed2026-05-11
IBDX
ISHARES TR
1.83%
Shares6.3M
Event2026-03-31
Filed2026-05-11
IBDW
ISHARES TR
1.83%
Shares7.4M
Event2026-03-31
Filed2026-05-11
BSCU
INVESCO EXCH TRD SLF IDX FD
1.82%
Shares9.2M
Event2026-03-31
Filed2026-05-11
VEA
VANGUARD TAX-MANAGED FDS
-2.16%
Shares2.4M
Event2026-03-31
Filed2026-05-11
ALPHABET INC
ALPHABET INC
1.56%
Shares518.8K
Event2026-03-31
Filed2026-05-11
IBDU
ISHARES TR
-4.18%
Shares6.4M
Event2026-03-31
Filed2026-05-11
BSCX
INVESCO EXCH TRD SLF IDX FD
1.83%
Shares7.0M
Event2026-03-31
Filed2026-05-11
AMZN
AMAZON COM INC
-4.83%
Shares707.0K
Event2026-03-31
Filed2026-05-11
DUBS
ETF SER SOLUTIONS
24.91%
Shares3.8M
Event2026-03-31
Filed2026-05-11
ADME
ETF SER SOLUTIONS
-1.95%
Shares2.7M
Event2026-03-31
Filed2026-05-11
IBDV
ISHARES TR
1.83%
Shares6.0M
Event2026-03-31
Filed2026-05-11
BKLC
BNY MELLON ETF TRUST
343.43%
Shares920.8K
Event2026-03-31
Filed2026-05-11
JUCY
ETF SER SOLUTIONS
5.22%
Shares4.6M
Event2026-03-31
Filed2026-05-11
BROADCOM INC
BROADCOM INC
-7.42%
Shares288.5K
Event2026-03-31
Filed2026-05-11
VANGUARD INDEX FDS
VANGUARD INDEX FDS
3.77%
Shares148.6K
Event2026-03-31
Filed2026-05-11
JPM
JPMORGAN CHASE & CO
-4.97%
Shares297.3K
Event2026-03-31
Filed2026-05-11
XOM
EXXON MOBIL CORP
-4.74%
Shares494.0K
Event2026-03-31
Filed2026-05-11
META
META PLATFORMS INC
-4.87%
Shares133.3K
Event2026-03-31
Filed2026-05-11
WMT
WALMART INC
-7.46%
Shares608.6K
Event2026-03-31
Filed2026-05-11
SCHX
SCHWAB STRATEGIC TR
5.82%
Shares2.8M
Event2026-03-31
Filed2026-05-11
BSCY
INVESCO EXCH TRD SLF IDX FD
98.60%
Shares3.5M
Event2026-03-31
Filed2026-05-11
V
VISA INC
-4.51%
Shares227.8K
Event2026-03-31
Filed2026-05-11
VWO
VANGUARD INTL EQUITY INDEX F
-5.54%
Shares1.3M
Event2026-03-31
Filed2026-05-11
TSLA
TESLA INC
-5.70%
Shares180.9K
Event2026-03-31
Filed2026-05-11
VGSH
VANGUARD SCOTTSDALE FDS
1192.08%
Shares1.1M
Event2026-03-31
Filed2026-05-11
SPY
STATE STR SPDR S&P 500 ETF T
10.71%
Shares99.6K
Event2026-03-31
Filed2026-05-11
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-4.66%
Shares130.3K
Event2026-03-31
Filed2026-05-11
CGDV
CAPITAL GROUP DIVIDEND VALUE
2.84%
Shares1.4M
Event2026-03-31
Filed2026-05-11
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-45.03%
Shares311.0K
Event2026-03-31
Filed2026-05-11
FBND
FIDELITY MERRIMACK STR TR
3.11%
Shares1.3M
Event2026-03-31
Filed2026-05-11
SCHB
SCHWAB STRATEGIC TR
2.31%
Shares2.2M
Event2026-03-31
Filed2026-05-11
CAT
CATERPILLAR INC
-14.94%
Shares78.8K
Event2026-03-31
Filed2026-05-11
ALPHABET INC
ALPHABET INC
-19.74%
Shares189.8K
Event2026-03-31
Filed2026-05-11
BUFR
FIRST TR EXCHNG TRADED FD VI
0.90%
Shares1.6M
Event2026-03-31
Filed2026-05-11
UPSD
ETF SER SOLUTIONS
-3.92%
Shares1.9M
Event2026-03-31
Filed2026-05-11
LLY
ELI LILLY & CO
-6.97%
Shares52.7K
Event2026-03-31
Filed2026-05-11
DEFR
ETF SER SOLUTIONS
6.73%
Shares1.8M
Event2026-03-31
Filed2026-05-11
JNJ
JOHNSON & JOHNSON
-3.05%
Shares193.1K
Event2026-03-31
Filed2026-05-11
GSEW
GOLDMAN SACHS ETF TR
-7.68%
Shares543.3K
Event2026-03-31
Filed2026-05-11
BKAG
BNY MELLON ETF TRUST
0.46%
Shares1.1M
Event2026-03-31
Filed2026-05-11
BBIN
J P MORGAN EXCHANGE TRADED F
3.82%
Shares617.1K
Event2026-03-31
Filed2026-05-11
RDVY
FIRST TR EXCHANGE TRADED FD
0.98%
Shares654.2K
Event2026-03-31
Filed2026-05-11
FANG
DIAMONDBACK ENERGY INC
-7.15%
Shares210.3K
Event2026-03-31
Filed2026-05-11
SCHD
SCHWAB STRATEGIC TR
-2.74%
Shares1.3M
Event2026-03-31
Filed2026-05-11
LQTI
FIRST TR EXCHANGE-TRADED FD
8.88%
Shares2.1M
Event2026-03-31
Filed2026-05-11
PGR
PROGRESSIVE CORP
1.19%
Shares200.3K
Event2026-03-31
Filed2026-05-11
SPYG
SPDR SERIES TRUST
2.84%
Shares382.2K
Event2026-03-31
Filed2026-05-11
SPDW
SPDR INDEX SHS FDS
3.04%
Shares812.6K
Event2026-03-31
Filed2026-05-11
SO
SOUTHERN CO
-2.59%
Shares381.1K
Event2026-03-31
Filed2026-05-11
VCSH
VANGUARD SCOTTSDALE FDS
1.56%
Shares463.6K
Event2026-03-31
Filed2026-05-11
PG
PROCTER & GAMBLE CO
-12.06%
Shares253.1K
Event2026-03-31
Filed2026-05-11
FRDM
EA SERIES TRUST
-1.20%
Shares662.1K
Event2026-03-31
Filed2026-05-11
IBDZ
ISHARES TR
New
Shares1.4M
Event2026-03-31
Filed2026-05-11
IQLT
ISHARES TR
3.57%
Shares769.7K
Event2026-03-31
Filed2026-05-11
PEP
PEPSICO INC
4.63%
Shares228.5K
Event2026-03-31
Filed2026-05-11
PWR
QUANTA SVCS INC
3.86%
Shares63.0K
Event2026-03-31
Filed2026-05-11
XBI
SPDR SERIES TRUST
10794.12%
Shares270.7K
Event2026-03-31
Filed2026-05-11
UCON
FIRST TR EXCHNG TRADED FD VI
6.19%
Shares1.4M
Event2026-03-31
Filed2026-05-11
INVESCO QQQ TR
INVESCO QQQ TR
-67.59%
Shares56.6K
Event2026-03-31
Filed2026-05-11
NFLX
NETFLIX INC.
-1.25%
Shares336.7K
Event2026-03-31
Filed2026-05-11
LINDE PLC
LINDE PLC
1.44%
Shares65.3K
Event2026-03-31
Filed2026-05-11
QQQM
INVESCO EXCH TRADED FD TR II
105.59%
Shares135.8K
Event2026-03-31
Filed2026-05-11
CVX
CHEVRON CORPORATION
139.53%
Shares152.8K
Event2026-03-31
Filed2026-05-11
PNC
PNC FINL SVCS GROUP INC
-0.02%
Shares151.1K
Event2026-03-31
Filed2026-05-11
BLACKROCK INC
BLACKROCK INC
-2.18%
Shares32.4K
Event2026-03-31
Filed2026-05-11
IVV
ISHARES TR
2.55%
Shares47.5K
Event2026-03-31
Filed2026-05-11
DFAI
DIMENSIONAL ETF TRUST
1.16%
Shares793.8K
Event2026-03-31
Filed2026-05-11
COST
COSTCO WHOLESALE CORPORATION
-1.72%
Shares30.4K
Event2026-03-31
Filed2026-05-11
LAM RESEARCH CORP
LAM RESEARCH CORP
-54.58%
Shares138.4K
Event2026-03-31
Filed2026-05-11
ABBV
ABBVIE INC
-2.03%
Shares134.7K
Event2026-03-31
Filed2026-05-11
JCPB
J P MORGAN EXCHANGE TRADED F
6.82%
Shares614.5K
Event2026-03-31
Filed2026-05-11
QUAL
ISHARES TR
-0.65%
Shares148.9K
Event2026-03-31
Filed2026-05-11
JPST
J P MORGAN EXCHANGE TRADED F
314.05%
Shares557.3K
Event2026-03-31
Filed2026-05-11
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-0.89%
Shares214.5K
Event2026-03-31
Filed2026-05-11
ISRG
INTUITIVE SURGICAL INC
-1.11%
Shares60.2K
Event2026-03-31
Filed2026-05-11
MCD
MCDONALDS CORP
-3.37%
Shares86.9K
Event2026-03-31
Filed2026-05-11
ET
ENERGY TRANSFER L P
13.05%
Shares1.4M
Event2026-03-31
Filed2026-05-11
JEPI
J P MORGAN EXCHANGE TRADED F
-0.29%
Shares464.7K
Event2026-03-31
Filed2026-05-11
IHE
ISHARES TR
325517.05%
Shares286.5K
Event2026-03-31
Filed2026-05-11
APH
AMPHENOL CORP
24.65%
Shares192.2K
Event2026-03-31
Filed2026-05-11
IGLD
FIRST TR EXCHANGE-TRADED FD
New
Shares938.5K
Event2026-03-31
Filed2026-05-11
IWF
ISHARES TR
0.23%
Shares55.3K
Event2026-03-31
Filed2026-05-11
CSX
CSX CORP
-2.59%
Shares573.4K
Event2026-03-31
Filed2026-05-11
CITIGROUP INC
CITIGROUP INC
-4.57%
Shares207.1K
Event2026-03-31
Filed2026-05-11
PLTR
PALANTIR TECHNOLOGIES INC
7.96%
Shares159.0K
Event2026-03-31
Filed2026-05-11
MERCK & CO INC
MERCK & CO INC
-7.13%
Shares192.7K
Event2026-03-31
Filed2026-05-11
CHE
CHEMED CORP NEW
6.52%
Shares61.1K
Event2026-03-31
Filed2026-05-11
CSCO
CISCO SYS INC
-3.18%
Shares296.4K
Event2026-03-31
Filed2026-05-11
SDVY
FIRST TR EXCHANGE TRADED FD
8.56%
Shares578.6K
Event2026-03-31
Filed2026-05-11
TMO
THERMO FISHER SCIENTIFIC INC
-20.20%
Shares46.2K
Event2026-03-31
Filed2026-05-11
LOW
LOWES COS INC
-32.96%
Shares95.9K
Event2026-03-31
Filed2026-05-11
IXUS
ISHARES TR
-44.58%
Shares255.6K
Event2026-03-31
Filed2026-05-11
NEE
NEXTERA ENERGY INC
-2.04%
Shares238.0K
Event2026-03-31
Filed2026-05-11
AMAT
APPLIED MATLS INC
74.91%
Shares63.9K
Event2026-03-31
Filed2026-05-11
GS
GOLDMAN SACHS GROUP INC
73.12%
Shares25.6K
Event2026-03-31
Filed2026-05-11
RTX
RTX CORPORATION
-6.43%
Shares108.2K
Event2026-03-31
Filed2026-05-11
GE AEROSPACE
GE AEROSPACE
-8.20%
Shares73.2K
Event2026-03-31
Filed2026-05-11
MU
MICRON TECHNOLOGY INC
245.67%
Shares60.1K
Event2026-03-31
Filed2026-05-11
HD
HOME DEPOT INC
28.60%
Shares61.4K
Event2026-03-31
Filed2026-05-11
MUB
ISHARES TR
19.84%
Shares188.2K
Event2026-03-31
Filed2026-05-11
AVEM
AMERICAN CENTY ETF TR
1437.79%
Shares247.8K
Event2026-03-31
Filed2026-05-11
USFR
WISDOMTREE TR
-0.29%
Shares394.1K
Event2026-03-31
Filed2026-05-11
AMD
ADVANCED MICRO DEVICES INC
-3.87%
Shares96.9K
Event2026-03-31
Filed2026-05-11
MO
ALTRIA GROUP INC
-1.19%
Shares295.5K
Event2026-03-31
Filed2026-05-11
ORCL
ORACLE CORP
-13.02%
Shares132.4K
Event2026-03-31
Filed2026-05-11
BIL
SPDR SERIES TRUST
7.69%
Shares204.1K
Event2026-03-31
Filed2026-05-11
ENSG
ENSIGN GROUP INC
-8.41%
Shares92.7K
Event2026-03-31
Filed2026-05-11
DVN
DEVON ENERGY CORP NEW
-9.63%
Shares370.4K
Event2026-03-31
Filed2026-05-11
CRWD
CROWDSTRIKE HLDGS INC
-18.98%
Shares47.7K
Event2026-03-31
Filed2026-05-11
TJX
TJX COS INC NEW
-28.44%
Shares116.2K
Event2026-03-31
Filed2026-05-11
IMCB
ISHARES TR
89.94%
Shares222.1K
Event2026-03-31
Filed2026-05-11
VIPER ENERGY INC
VIPER ENERGY INC
-8.53%
Shares392.4K
Event2026-03-31
Filed2026-05-11
NOW
SERVICENOW INC
-21.30%
Shares172.4K
Event2026-03-31
Filed2026-05-11
VIG
VANGUARD SPECIALIZED FUNDS
5.28%
Shares83.6K
Event2026-03-31
Filed2026-05-11
NOC
NORTHROP GRUMMAN CORP
-47.31%
Shares25.9K
Event2026-03-31
Filed2026-05-11
PRIM
PRIMORIS SVCS CORP
-8.26%
Shares122.4K
Event2026-03-31
Filed2026-05-11
TMUS
T-MOBILE US INC
3.52%
Shares82.2K
Event2026-03-31
Filed2026-05-11
MS
MORGAN STANLEY
-58.98%
Shares104.3K
Event2026-03-31
Filed2026-05-11
HON
HONEYWELL INTL INC
-18.38%
Shares74.3K
Event2026-03-31
Filed2026-05-11
DIVB
ISHARES TR
5.74%
Shares307.6K
Event2026-03-31
Filed2026-05-11
ABT
ABBOTT LABORATORIES
-5.32%
Shares161.4K
Event2026-03-31
Filed2026-05-11
IBM
INTERNATIONAL BUSINESS MACHS
-7.34%
Shares68.0K
Event2026-03-31
Filed2026-05-11
SYK
STRYKER CORPORATION
-39.38%
Shares50.1K
Event2026-03-31
Filed2026-05-11
ICE
INTERCONTINENTAL EXCHANGE IN
-3.85%
Shares104.3K
Event2026-03-31
Filed2026-05-11
HWKN
HAWKINS INC
1.02%
Shares106.6K
Event2026-03-31
Filed2026-05-11
TXRH
TEXAS ROADHOUSE INC
1.07%
Shares97.5K
Event2026-03-31
Filed2026-05-11
MAR
MARRIOTT INTL INC NEW
-47.83%
Shares48.9K
Event2026-03-31
Filed2026-05-11
PHM
PULTE GROUP INC
-1.13%
Shares135.9K
Event2026-03-31
Filed2026-05-11
VYM
VANGUARD WHITEHALL FDS
-0.09%
Shares107.1K
Event2026-03-31
Filed2026-05-11
THG
HANOVER INS GROUP INC
1.00%
Shares90.7K
Event2026-03-31
Filed2026-05-11
UNH
UNITEDHEALTH GROUP INC
-17.67%
Shares57.8K
Event2026-03-31
Filed2026-05-11
DLR
DIGITAL RLTY TR INC
-2.57%
Shares86.6K
Event2026-03-31
Filed2026-05-11
AHR
AMERICAN HEALTHCARE REIT INC
0.57%
Shares329.7K
Event2026-03-31
Filed2026-05-11
CTAS
CINTAS CORP
-19.66%
Shares90.6K
Event2026-03-31
Filed2026-05-11
CPRT
COPART INC
14.73%
Shares454.6K
Event2026-03-31
Filed2026-05-11
BND
VANGUARD BD INDEX FDS
11.76%
Shares200.0K
Event2026-03-31
Filed2026-05-11
VTI
VANGUARD INDEX FDS
6.64%
Shares45.6K
Event2026-03-31
Filed2026-05-11
AMGN
AMGEN INC
-7.17%
Shares41.5K
Event2026-03-31
Filed2026-05-11
AMT
AMERICAN TOWER CORP
7.09%
Shares83.8K
Event2026-03-31
Filed2026-05-11
EFV
ISHARES TR
-0.30%
Shares193.1K
Event2026-03-31
Filed2026-05-11
EATON CORP PLC
EATON CORP PLC
-38.68%
Shares40.1K
Event2026-03-31
Filed2026-05-11
DBND
DOUBLELINE ETF TRUST
-0.05%
Shares308.6K
Event2026-03-31
Filed2026-05-11
ACA
ARCOSA INC
1.02%
Shares132.4K
Event2026-03-31
Filed2026-05-11
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-0.51%
Shares41.5K
Event2026-03-31
Filed2026-05-11
ITOT
ISHARES TR
-47.43%
Shares98.3K
Event2026-03-31
Filed2026-05-11
DFUS
DIMENSIONAL ETF TRUST
7.84%
Shares196.3K
Event2026-03-31
Filed2026-05-11
NVT
NVENT ELEC PLC
11.01%
Shares117.1K
Event2026-03-31
Filed2026-05-11
QEFA
SPDR INDEX SHS FDS
2.60%
Shares148.2K
Event2026-03-31
Filed2026-05-11
T
AT&T INC
-4.09%
Shares471.4K
Event2026-03-31
Filed2026-05-11
BR
BROADRIDGE FINL SOLUTIONS IN
-32.75%
Shares84.0K
Event2026-03-31
Filed2026-05-11
SPEM
SPDR INDEX SHS FDS
1.94%
Shares290.1K
Event2026-03-31
Filed2026-05-11
AXP
AMERICAN EXPRESS CO
-4.92%
Shares45.0K
Event2026-03-31
Filed2026-05-11
DE
DEERE & CO
-47.44%
Shares23.9K
Event2026-03-31
Filed2026-05-11
SEACOAST BKG CORP FLA
SEACOAST BKG CORP FLA
1.02%
Shares444.8K
Event2026-03-31
Filed2026-05-11
APP
APPLOVIN CORP
0.44%
Shares33.6K
Event2026-03-31
Filed2026-05-11
FLS
FLOWSERVE CORP
1.64%
Shares179.2K
Event2026-03-31
Filed2026-05-11
PRI
PRIMERICA INC
0.96%
Shares52.1K
Event2026-03-31
Filed2026-05-11
CASH
PATHWARD FINANCIAL INC
1.02%
Shares144.3K
Event2026-03-31
Filed2026-05-11
GEV
GE VERNOVA INC
214.64%
Shares14.7K
Event2026-03-31
Filed2026-05-11
EFSC
ENTERPRISE FINL SVCS CORP
1.02%
Shares236.6K
Event2026-03-31
Filed2026-05-11
NFG
NATIONAL FUEL GAS CO
0.91%
Shares134.0K
Event2026-03-31
Filed2026-05-11
SYBT
STOCK YDS BANCORP INC
1.02%
Shares189.6K
Event2026-03-31
Filed2026-05-11
IWD
ISHARES TR
0.55%
Shares58.8K
Event2026-03-31
Filed2026-05-11
EHC
ENCOMPASS HEALTH CORP
0.94%
Shares127.9K
Event2026-03-31
Filed2026-05-11
UBER
UBER TECHNOLOGIES INC
-8.56%
Shares170.5K
Event2026-03-31
Filed2026-05-11
PSMT
PRICESMART INC
1.02%
Shares81.5K
Event2026-03-31
Filed2026-05-11
WTFC
WINTRUST FINL CORP
1.04%
Shares88.1K
Event2026-03-31
Filed2026-05-11
KAI
KADANT INC
1.02%
Shares41.5K
Event2026-03-31
Filed2026-05-11
QCOM
QUALCOMM INC
-2.75%
Shares93.1K
Event2026-03-31
Filed2026-05-11
VONG
VANGUARD SCOTTSDALE FDS
2.90%
Shares107.2K
Event2026-03-31
Filed2026-05-11
INFL
LISTED FDS TR
4.97%
Shares223.3K
Event2026-03-31
Filed2026-05-11
GABC
GERMAN AMERN BANCORP INC
1.02%
Shares272.4K
Event2026-03-31
Filed2026-05-11
VZ
VERIZON COMMUNICATIONS INC
232.04%
Shares225.6K
Event2026-03-31
Filed2026-05-11
AZO
AUTOZONE INC
210.17%
Shares3.3K
Event2026-03-31
Filed2026-05-11
DBEF
DBX ETF TR
0.55%
Shares227.1K
Event2026-03-31
Filed2026-05-11
NJR
NEW JERSEY RES CORP
1.02%
Shares203.3K
Event2026-03-31
Filed2026-05-11
IJR
ISHARES TR
-9.19%
Shares88.6K
Event2026-03-31
Filed2026-05-11
INTC
INTEL CORP
257.38%
Shares249.4K
Event2026-03-31
Filed2026-05-11
ATEN
A10 NETWORKS INC
1.03%
Shares455.0K
Event2026-03-31
Filed2026-05-11
GILD
GILEAD SCIENCES INC
-5.52%
Shares75.4K
Event2026-03-31
Filed2026-05-11
DIS
DISNEY WALT CO
-6.77%
Shares108.3K
Event2026-03-31
Filed2026-05-11
WELL
WELLTOWER INC
-3.42%
Shares52.4K
Event2026-03-31
Filed2026-05-11
HOMB
HOME BANCSHARES INC
1.01%
Shares383.9K
Event2026-03-31
Filed2026-05-11
LMT
LOCKHEED MARTIN CORP
89.33%
Shares17.1K
Event2026-03-31
Filed2026-05-11
EGP
EASTGROUP PPTYS INC
1.01%
Shares55.6K
Event2026-03-31
Filed2026-05-11
PANW
PALO ALTO NETWORKS INC
62.03%
Shares64.2K
Event2026-03-31
Filed2026-05-11
BBUS
J P MORGAN EXCHANGE TRADED F
29.41%
Shares87.5K
Event2026-03-31
Filed2026-05-11
EPRT
ESSENTIAL PPTYS RLTY TR INC
1.02%
Shares337.3K
Event2026-03-31
Filed2026-05-11
NEM
NEWMONT CORP
-42.97%
Shares94.6K
Event2026-03-31
Filed2026-05-11
SCI
SERVICE CORP INTL
1.30%
Shares123.6K
Event2026-03-31
Filed2026-05-11
EQIX
EQUINIX INC
-4.50%
Shares10.3K
Event2026-03-31
Filed2026-05-11
KBH
KB HOME
1.01%
Shares194.7K
Event2026-03-31
Filed2026-05-11
PFE
PFIZER INC
135.77%
Shares358.8K
Event2026-03-31
Filed2026-05-11
CHRD
CHORD ENERGY CORPORATION
0.32%
Shares70.9K
Event2026-03-31
Filed2026-05-11
RRC
RANGE RES CORP
0.61%
Shares221.8K
Event2026-03-31
Filed2026-05-11
SPGI
S&P GLOBAL INC
114.09%
Shares23.5K
Event2026-03-31
Filed2026-05-11
BYD
BOYD GAMING CORP
1.02%
Shares121.6K
Event2026-03-31
Filed2026-05-11
BAC
BANK AMERICA CORP
-6.87%
Shares204.6K
Event2026-03-31
Filed2026-05-11
DGRO
ISHARES TR
-3.27%
Shares139.7K
Event2026-03-31
Filed2026-05-11
CGGR
CAPITAL GROUP GROWTH ETF
16.81%
Shares243.3K
Event2026-03-31
Filed2026-05-11
WTBA
WEST BANCORPORATION INC
1.02%
Shares408.6K
Event2026-03-31
Filed2026-05-11
SAMT
ADVISORS INNER CIRCLE FD III
2.66%
Shares247.4K
Event2026-03-31
Filed2026-05-11
UFPI
UFP INDUSTRIES INC
0.93%
Shares104.6K
Event2026-03-31
Filed2026-05-11
SCHP
SCHWAB STRATEGIC TR
26.05%
Shares360.3K
Event2026-03-31
Filed2026-05-11
RDVI
FIRST TR EXCHANGE-TRADED FD
1722.74%
Shares374.9K
Event2026-03-31
Filed2026-05-11
IWB
ISHARES TR
-4.34%
Shares26.9K
Event2026-03-31
Filed2026-05-11
HLI
HOULIHAN LOKEY INC
1.05%
Shares66.6K
Event2026-03-31
Filed2026-05-11
IEMG
ISHARES INC
-3.57%
Shares133.4K
Event2026-03-31
Filed2026-05-11
VTEB
VANGUARD MUN BD FDS
-12.04%
Shares184.9K
Event2026-03-31
Filed2026-05-11
GLD
SPDR GOLD TR
-4.90%
Shares21.4K
Event2026-03-31
Filed2026-05-11
KLAC
KLA CORP
332.29%
Shares6.2K
Event2026-03-31
Filed2026-05-11
PSA
PUBLIC STORAGE OPER CO
-3.87%
Shares33.7K
Event2026-03-31
Filed2026-05-11
CRM
SALESFORCE INC
-16.06%
Shares48.9K
Event2026-03-31
Filed2026-05-11
IDA
IDACORP INC
26.51%
Shares63.6K
Event2026-03-31
Filed2026-05-11
SCHW
SCHWAB CHARLES CORP
495.70%
Shares96.4K
Event2026-03-31
Filed2026-05-11
ADI
ANALOG DEVICES INC
-72.11%
Shares28.3K
Event2026-03-31
Filed2026-05-11
MCK
MCKESSON CORP
-5.82%
Shares10.3K
Event2026-03-31
Filed2026-05-11
BOXX
EA SERIES TRUST
17.18%
Shares76.6K
Event2026-03-31
Filed2026-05-11
LKFN
LAKELAND FINL CORP
1.01%
Shares155.3K
Event2026-03-31
Filed2026-05-11
DFAE
DIMENSIONAL ETF TRUST
1.58%
Shares262.5K
Event2026-03-31
Filed2026-05-11
GGG
GRACO INC
0.54%
Shares104.4K
Event2026-03-31
Filed2026-05-11
GIL
GILDAN ACTIVEWEAR INC
0.95%
Shares158.6K
Event2026-03-31
Filed2026-05-11
PSX
PHILLIPS 66
0.05%
Shares48.2K
Event2026-03-31
Filed2026-05-11
ETF SER SOLUTIONS
ETF SER SOLUTIONS
2.04%
Shares254.6K
Event2026-03-31
Filed2026-05-11
SHW
SHERWIN WILLIAMS CO
-36.01%
Shares27.4K
Event2026-03-31
Filed2026-05-11
MTUM
ISHARES TR
-4.17%
Shares36.5K
Event2026-03-31
Filed2026-05-11
BA
BOEING CO
397.10%
Shares43.7K
Event2026-03-31
Filed2026-05-11
MSI
MOTOROLA SOLUTIONS INC
-0.26%
Shares20.0K
Event2026-03-31
Filed2026-05-11
BMY
BRISTOL-MYERS SQUIBB CO
117.07%
Shares143.0K
Event2026-03-31
Filed2026-05-11
SHY
ISHARES TR
-47.13%
Shares105.0K
Event2026-03-31
Filed2026-05-11
FCX
FREEPORT MCMORAN INC
55.27%
Shares147.5K
Event2026-03-31
Filed2026-05-11
TXN
TEXAS INSTRS INC
-17.11%
Shares44.4K
Event2026-03-31
Filed2026-05-11
NOG
NORTHERN OIL & GAS INC
1.11%
Shares291.3K
Event2026-03-31
Filed2026-05-11
ONEQ
FIDELITY COMWLTH TR
-6.21%
Shares99.3K
Event2026-03-31
Filed2026-05-11
PAVE
GLOBAL X FDS
353.73%
Shares165.9K
Event2026-03-31
Filed2026-05-11
OC
OWENS CORNING NEW
-10.92%
Shares76.5K
Event2026-03-31
Filed2026-05-11
AIQ
GLOBAL X FDS
212.33%
Shares177.4K
Event2026-03-31
Filed2026-05-11
IVLU
ISHARES TR
-2.32%
Shares207.9K
Event2026-03-31
Filed2026-05-11
ADP
AUTOMATIC DATA PROCESSING IN
194.28%
Shares39.8K
Event2026-03-31
Filed2026-05-11
ATR
APTARGROUP INC
1.03%
Shares64.1K
Event2026-03-31
Filed2026-05-11
LHX
L3HARRIS TECHNOLOGIES INC
63.38%
Shares23.3K
Event2026-03-31
Filed2026-05-11
GLDM
WORLD GOLD TR
-1.10%
Shares85.8K
Event2026-03-31
Filed2026-05-11
CB
CHUBB LTD SWITZ
-3.31%
Shares24.2K
Event2026-03-31
Filed2026-05-11
FDX
FEDEX CORP
5.53%
Shares22.0K
Event2026-03-31
Filed2026-05-11
UNP
UNION PAC CORP
-8.88%
Shares31.5K
Event2026-03-31
Filed2026-05-11
VCTR
VICTORY CAP HLDGS INC DEL
1.03%
Shares115.8K
Event2026-03-31
Filed2026-05-11
CPA
COPA HOLDINGS SA
1.06%
Shares66.5K
Event2026-03-31
Filed2026-05-11
LMAT
LEMAITRE VASCULAR INC
1.05%
Shares68.5K
Event2026-03-31
Filed2026-05-11
SLB
SLB LIMITED
-5.61%
Shares145.3K
Event2026-03-31
Filed2026-05-11
WM
WASTE MGMT INC DEL
103.60%
Shares31.3K
Event2026-03-31
Filed2026-05-11
HIFS
HINGHAM INSTN SVGS MASS
1.12%
Shares25.1K
Event2026-03-31
Filed2026-05-11
SLYG
SPDR SERIES TRUST
2.78%
Shares73.9K
Event2026-03-31
Filed2026-05-11
CMI
CUMMINS INC
-0.99%
Shares13.2K
Event2026-03-31
Filed2026-05-11
IOT
SAMSARA INC
0.33%
Shares224.4K
Event2026-03-31
Filed2026-05-11
TAFI
AB ACTIVE ETFS INC
-2.91%
Shares282.1K
Event2026-03-31
Filed2026-05-11
ARISTA NETWORKS INC
ARISTA NETWORKS INC
287.14%
Shares57.7K
Event2026-03-31
Filed2026-05-11
BIV
VANGUARD BD INDEX FDS
0.88%
Shares91.4K
Event2026-03-31
Filed2026-05-11
MCY
MERCURY GENL CORP NEW
1.06%
Shares79.7K
Event2026-03-31
Filed2026-05-11
MDLZ
MONDELEZ INTL INC
-43.34%
Shares121.5K
Event2026-03-31
Filed2026-05-11
ADC
AGREE RLTY CORP
1.03%
Shares92.5K
Event2026-03-31
Filed2026-05-11
IWR
ISHARES TR
-0.09%
Shares71.1K
Event2026-03-31
Filed2026-05-11
BLUEROCK PVT REAL ESTATE FD
BLUEROCK PVT REAL ESTATE FD
66.48%
Shares412.7K
Event2026-03-31
Filed2026-05-11
IXN
ISHARES TR
-10.15%
Shares68.5K
Event2026-03-31
Filed2026-05-11
SRE
SEMPRA
-1.71%
Shares70.4K
Event2026-03-31
Filed2026-05-11
IJH
ISHARES TR
-2.27%
Shares101.2K
Event2026-03-31
Filed2026-05-11
IGSB
ISHARES TR
9.81%
Shares129.8K
Event2026-03-31
Filed2026-05-11
CL
COLGATE PALMOLIVE CO
224.44%
Shares79.8K
Event2026-03-31
Filed2026-05-11
DRS
LEONARDO DRS INC
New
Shares152.5K
Event2026-03-31
Filed2026-05-11
PR
PERMIAN RESOURCES CORP
7.63%
Shares317.0K
Event2026-03-31
Filed2026-05-11
HSY
HERSHEY CO
0.89%
Shares32.4K
Event2026-03-31
Filed2026-05-11
JMST
J P MORGAN EXCHANGE TRADED F
-20.79%
Shares131.8K
Event2026-03-31
Filed2026-05-11
TRNO
TERRENO RLTY CORP
1.04%
Shares109.1K
Event2026-03-31
Filed2026-05-11
SCHG
SCHWAB STRATEGIC TR
-5.89%
Shares227.9K
Event2026-03-31
Filed2026-05-11
FSS
FEDERAL SIGNAL CORP
New
Shares61.1K
Event2026-03-31
Filed2026-05-11
VRTX
VERTEX PHARMACEUTICALS INC
-10.94%
Shares14.6K
Event2026-03-31
Filed2026-05-11
LADR
LADDER CAP CORP
1.02%
Shares667.6K
Event2026-03-31
Filed2026-05-11
USMV
ISHARES TR
-10.15%
Shares70.0K
Event2026-03-31
Filed2026-05-11
XONE
BONDBLOXX ETF TRUST
-0.34%
Shares131.2K
Event2026-03-31
Filed2026-05-11
FELE
FRANKLIN ELEC INC
1.33%
Shares70.4K
Event2026-03-31
Filed2026-05-11
XCEM
COLUMBIA ETF TR II
-5.67%
Shares158.8K
Event2026-03-31
Filed2026-05-11
VLUE
ISHARES TR
0.36%
Shares45.4K
Event2026-03-31
Filed2026-05-11
DTM
DT MIDSTREAM INC
New
Shares47.9K
Event2026-03-31
Filed2026-05-11
COF
CAPITAL ONE FINL CORP
-8.27%
Shares35.3K
Event2026-03-31
Filed2026-05-11
MEDTRONIC PLC
MEDTRONIC PLC
195.61%
Shares73.8K
Event2026-03-31
Filed2026-05-11
USLM
UNITED STS LIME & MINERALS I
1.01%
Shares47.9K
Event2026-03-31
Filed2026-05-11
XLE
SELECT SECTOR SPDR TR
2.12%
Shares101.1K
Event2026-03-31
Filed2026-05-11
BKNG
BOOKING HOLDINGS INC
322.54%
Shares1.5K
Event2026-03-31
Filed2026-05-11
XMAR
FIRST TR EXCHNG TRADED FD VI
-1.49%
Shares149.5K
Event2026-03-31
Filed2026-05-11
LQD
ISHARES TR
14.31%
Shares55.4K
Event2026-03-31
Filed2026-05-11
KO
COCA COLA CO
-21.74%
Shares78.4K
Event2026-03-31
Filed2026-05-11
PLD
PROLOGIS INC.
-7.86%
Shares45.0K
Event2026-03-31
Filed2026-05-11
DHR
DANAHER CORP DEL
291.30%
Shares31.2K
Event2026-03-31
Filed2026-05-11
KOMP
SPDR SERIES TRUST
1.20%
Shares100.5K
Event2026-03-31
Filed2026-05-11
ILCG
ISHARES TR
-0.58%
Shares61.2K
Event2026-03-31
Filed2026-05-11
UITB
VICTORY PORTFOLIOS II
-1.98%
Shares123.9K
Event2026-03-31
Filed2026-05-11
FBTC
FIDELITY WISE ORIGIN BITCOIN
15.14%
Shares97.4K
Event2026-03-31
Filed2026-05-11
VB
VANGUARD INDEX FDS
-8.36%
Shares21.8K
Event2026-03-31
Filed2026-05-11
IWM
ISHARES TR
-80.54%
Shares22.9K
Event2026-03-31
Filed2026-05-11
IDXX
IDEXX LABS INC
-17.37%
Shares10.1K
Event2026-03-31
Filed2026-05-11
PM
PHILIP MORRIS INTL INC
-10.09%
Shares34.2K
Event2026-03-31
Filed2026-05-11
ADM
ARCHER DANIELS MIDLAND CO
New
Shares77.5K
Event2026-03-31
Filed2026-05-11
ESGU
ISHARES TR
-2.69%
Shares39.8K
Event2026-03-31
Filed2026-05-11
INTU
INTUIT
-65.59%
Shares12.9K
Event2026-03-31
Filed2026-05-11
SBUX
STARBUCKS CORP
34.24%
Shares62.2K
Event2026-03-31
Filed2026-05-11
CRWV
COREWEAVE INC
3.12%
Shares70.5K
Event2026-03-31
Filed2026-05-11
VUG
VANGUARD INDEX FDS
-10.43%
Shares12.5K
Event2026-03-31
Filed2026-05-11
VFLO
VICTORY PORTFOLIOS II
8.88%
Shares138.0K
Event2026-03-31
Filed2026-05-11
COWZ
PACER FDS TR
-2.09%
Shares85.5K
Event2026-03-31
Filed2026-05-11
QJUN
FIRST TR EXCHNG TRADED FD VI
-2.40%
Shares169.7K
Event2026-03-31
Filed2026-05-11
FSV
FIRSTSERVICE CORP NEW
1.00%
Shares37.7K
Event2026-03-31
Filed2026-05-11
MA
MASTERCARD INCORPORATED
-30.34%
Shares10.4K
Event2026-03-31
Filed2026-05-11
WINA
WINMARK CORP
0.95%
Shares12.1K
Event2026-03-31
Filed2026-05-11
MTRN
MATERION CORP
New
Shares35.6K
Event2026-03-31
Filed2026-05-11
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
1740.68%
Shares83.2K
Event2026-03-31
Filed2026-05-11
DFAC
DIMENSIONAL ETF TRUST
8.89%
Shares131.4K
Event2026-03-31
Filed2026-05-11
PH
PARKER-HANNIFIN CORP
446.35%
Shares5.7K
Event2026-03-31
Filed2026-05-11
LNG
CHENIERE ENERGY INC
242.98%
Shares17.7K
Event2026-03-31
Filed2026-05-11
GLW
CORNING INC
313.77%
Shares36.9K
Event2026-03-31
Filed2026-05-11
WDC
WESTERN DIGITAL CORP
602.92%
Shares18.5K
Event2026-03-31
Filed2026-05-11
IVW
ISHARES TR
-13.28%
Shares44.1K
Event2026-03-31
Filed2026-05-11
EFA
ISHARES TR
5.34%
Shares51.4K
Event2026-03-31
Filed2026-05-11
SPMD
SPDR SERIES TRUST
12.91%
Shares84.1K
Event2026-03-31
Filed2026-05-11
SGOV
ISHARES TR
114.95%
Shares49.3K
Event2026-03-31
Filed2026-05-11
COP
CONOCOPHILLIPS
8.72%
Shares37.5K
Event2026-03-31
Filed2026-05-11
AJG
GALLAGHER ARTHUR J & CO
347.75%
Shares22.8K
Event2026-03-31
Filed2026-05-11
DFCF
DIMENSIONAL ETF TRUST
0.48%
Shares114.8K
Event2026-03-31
Filed2026-05-11
COIN
COINBASE GLOBAL INC
18.85%
Shares27.7K
Event2026-03-31
Filed2026-05-11
AON PLC
AON PLC
980.12%
Shares14.9K
Event2026-03-31
Filed2026-05-11
MMC
MARSH & MCLENNAN COS INC
-72.65%
Shares27.6K
Event2026-03-31
Filed2026-05-11
VO
VANGUARD INDEX FDS
6.48%
Shares16.4K
Event2026-03-31
Filed2026-05-11
CVS
CVS HEALTH CORP
334.54%
Shares65.4K
Event2026-03-31
Filed2026-05-11
PKG
PACKAGING CORP AMER
-2.86%
Shares22.1K
Event2026-03-31
Filed2026-05-11
ADBE
ADOBE INC
273.86%
Shares19.2K
Event2026-03-31
Filed2026-05-11
DCI
DONALDSON INC
0.99%
Shares54.6K
Event2026-03-31
Filed2026-05-11
SUSL
ISHARES TR
-4.90%
Shares40.3K
Event2026-03-31
Filed2026-05-11
CRK
COMSTOCK RES INC
New
Shares212.9K
Event2026-03-31
Filed2026-05-11
OCUL
OCULAR THERAPEUTIX INC
5.80%
Shares529.8K
Event2026-03-31
Filed2026-05-11
NSC
NORFOLK SOUTHN CORP
12.82%
Shares15.6K
Event2026-03-31
Filed2026-05-11
FHEQ
FIDELITY GREENWOOD STREET TR
0.29%
Shares152.0K
Event2026-03-31
Filed2026-05-11
XHLF
BONDBLOXX ETF TRUST
-28.95%
Shares88.6K
Event2026-03-31
Filed2026-05-11
TT
TRANE TECHNOLOGIES PLC
-47.19%
Shares10.7K
Event2026-03-31
Filed2026-05-11
JCI
JOHNSON CONTROLS INTERNATION
331.70%
Shares33.2K
Event2026-03-31
Filed2026-05-11
IEFA
ISHARES TR
-3.27%
Shares48.0K
Event2026-03-31
Filed2026-05-11
FENI
FIDELITY COVINGTON TRUST
756.36%
Shares116.2K
Event2026-03-31
Filed2026-05-11
KHPI
MANAGED PORTFOLIO SERIES
36.95%
Shares177.7K
Event2026-03-31
Filed2026-05-11
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-9.12%
Shares12.5K
Event2026-03-31
Filed2026-05-11
FTCS
FIRST TR EXCHANGE-TRADED FD
-3.83%
Shares46.0K
Event2026-03-31
Filed2026-05-11
FCPT
FOUR CORNERS PPTY TR INC
1.05%
Shares177.2K
Event2026-03-31
Filed2026-05-11
VGT
VANGUARD WORLD FD
9.08%
Shares6.0K
Event2026-03-31
Filed2026-05-11
BUFQ
FIRST TR EXCHNG TRADED FD VI
0.76%
Shares118.1K
Event2026-03-31
Filed2026-05-11
FNDF
SCHWAB STRATEGIC TR
8.06%
Shares84.9K
Event2026-03-31
Filed2026-05-11
EFG
ISHARES TR
-11.75%
Shares37.1K
Event2026-03-31
Filed2026-05-11
HCA
HCA HEALTHCARE INC
169.58%
Shares8.7K
Event2026-03-31
Filed2026-05-11
THE CIGNA GROUP
THE CIGNA GROUP
176.04%
Shares15.1K
Event2026-03-31
Filed2026-05-11
SNDK
SANDISK CORP
New
Shares6.3K
Event2026-03-31
Filed2026-05-11
HLNE
HAMILTON LANE INC
New
Shares40.1K
Event2026-03-31
Filed2026-05-11
ISCV
ISHARES TR
2.74%
Shares57.3K
Event2026-03-31
Filed2026-05-11
SCHF
SCHWAB STRATEGIC TR
-0.06%
Shares160.1K
Event2026-03-31
Filed2026-05-11
CDNS
CADENCE DESIGN SYSTEM INC
282.20%
Shares14.3K
Event2026-03-31
Filed2026-05-11
BALT
INNOVATOR ETFS TRUST
-49.26%
Shares118.1K
Event2026-03-31
Filed2026-05-11
TFC
TRUIST FINL CORP
41.09%
Shares85.7K
Event2026-03-31
Filed2026-05-11
SCZ
ISHARES TR
1.05%
Shares50.1K
Event2026-03-31
Filed2026-05-11
FJUN
FIRST TR EXCHNG TRADED FD VI
-1.37%
Shares67.9K
Event2026-03-31
Filed2026-05-11
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
New
Shares9.7K
Event2026-03-31
Filed2026-05-11
XFIV
BONDBLOXX ETF TRUST
2.14%
Shares76.5K
Event2026-03-31
Filed2026-05-11
VCIT
VANGUARD SCOTTSDALE FDS
12.40%
Shares45.4K
Event2026-03-31
Filed2026-05-11
USB
US BANCORP
-11.43%
Shares72.2K
Event2026-03-31
Filed2026-05-11
ROAD
CONSTRUCTION PARTNERS INC
-51.00%
Shares33.6K
Event2026-03-31
Filed2026-05-11
DGRW
WISDOMTREE TR
-0.49%
Shares41.8K
Event2026-03-31
Filed2026-05-11
SNPS
SYNOPSYS INC
341.10%
Shares9.2K
Event2026-03-31
Filed2026-05-11
CASY
CASEYS GEN STORES INC
1232.80%
Shares5.0K
Event2026-03-31
Filed2026-05-11
APD
AIR PRODUCTS AND CHEMICALS I
-7.09%
Shares12.4K
Event2026-03-31
Filed2026-05-11
BSCT
INVESCO EXCH TRD SLF IDX FD
-94.74%
Shares192.9K
Event2026-03-31
Filed2026-05-11
IEV
ISHARES TR
-9.09%
Shares52.8K
Event2026-03-31
Filed2026-05-11
VTV
VANGUARD INDEX FDS
8.54%
Shares18.2K
Event2026-03-31
Filed2026-05-11
SPTM
SPDR SERIES TRUST
-15.88%
Shares44.8K
Event2026-03-31
Filed2026-05-11
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
434.53%
Shares16.7K
Event2026-03-31
Filed2026-05-11
XMHQ
INVESCO EXCHANGE TRADED FD T
0.42%
Shares33.4K
Event2026-03-31
Filed2026-05-11
DINO
HF SINCLAIR CORP
New
Shares55.2K
Event2026-03-31
Filed2026-05-11
SCHA
SCHWAB STRATEGIC TR
-0.14%
Shares118.3K
Event2026-03-31
Filed2026-05-11
RSPG
INVESCO EXCHANGE TRADED FD T
6.42%
Shares31.4K
Event2026-03-31
Filed2026-05-11
ETF SER SOLUTIONS
ETF SER SOLUTIONS
63.69%
Shares136.3K
Event2026-03-31
Filed2026-05-11
AVUV
AMERICAN CENTY ETF TR
144.36%
Shares30.7K
Event2026-03-31
Filed2026-05-11
SPSM
SPDR SERIES TRUST
10.91%
Shares69.5K
Event2026-03-31
Filed2026-05-11
HYG
ISHARES TR
25.49%
Shares41.2K
Event2026-03-31
Filed2026-05-11
NKE
NIKE INC
183.30%
Shares61.8K
Event2026-03-31
Filed2026-05-11
JEPQ
J P MORGAN EXCHANGE TRADED F
11.41%
Shares58.7K
Event2026-03-31
Filed2026-05-11
ESGD
ISHARES TR
0.53%
Shares33.6K
Event2026-03-31
Filed2026-05-11
XOCT
FIRST TR EXCHNG TRADED FD VI
-12.82%
Shares85.7K
Event2026-03-31
Filed2026-05-11
AGX
ARGAN INC
-61.43%
Shares5.9K
Event2026-03-31
Filed2026-05-11
NOV
NOV INC
New
Shares166.9K
Event2026-03-31
Filed2026-05-11
SLYV
SPDR SERIES TRUST
-11.41%
Shares33.2K
Event2026-03-31
Filed2026-05-11
CRH PLC
CRH PLC
1555.02%
Shares29.3K
Event2026-03-31
Filed2026-05-11
VV
VANGUARD INDEX FDS
12.02%
Shares9.9K
Event2026-03-31
Filed2026-05-11
GLXY
GALAXY DIGITAL INC.
New
Shares160.0K
Event2026-03-31
Filed2026-05-11
VOE
VANGUARD INDEX FDS
-6.68%
Shares15.9K
Event2026-03-31
Filed2026-05-11
DRI
DARDEN RESTAURANTS INC
33.66%
Shares14.9K
Event2026-03-31
Filed2026-05-11
DDEC
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares65.3K
Event2026-03-31
Filed2026-05-11
CRDO
CREDO TECHNOLOGY GROUP HOLDI
New
Shares30.6K
Event2026-03-31
Filed2026-05-11
ASML
ASML HLDG NV
-0.96%
Shares2.2K
Event2026-03-31
Filed2026-05-11
MPC
MARATHON PETE CORP
-0.14%
Shares11.7K
Event2026-03-31
Filed2026-05-11
ELV
ELEVANCE HEALTH INC FORMERLY
-70.18%
Shares9.7K
Event2026-03-31
Filed2026-05-11
XLK
SELECT SECTOR SPDR TR
16.42%
Shares21.4K
Event2026-03-31
Filed2026-05-11
KRP
KIMBELL RTY PARTNERS LP
1.02%
Shares195.0K
Event2026-03-31
Filed2026-05-11
USSG
DBX ETF TR
0.63%
Shares47.1K
Event2026-03-31
Filed2026-05-11
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-20.62%
Shares14.1K
Event2026-03-31
Filed2026-05-11
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
-7.83%
Shares51.2K
Event2026-03-31
Filed2026-05-11
DFUV
DIMENSIONAL ETF TRUST
-0.12%
Shares54.7K
Event2026-03-31
Filed2026-05-11
FTNT
FORTINET INC
101.10%
Shares32.1K
Event2026-03-31
Filed2026-05-11
TSCO
TRACTOR SUPPLY CO
1.69%
Shares57.7K
Event2026-03-31
Filed2026-05-11
EPD
ENTERPRISE PRODS PARTNERS L
259.23%
Shares68.7K
Event2026-03-31
Filed2026-05-11
XEL
XCEL ENERGY INC
-20.31%
Shares32.7K
Event2026-03-31
Filed2026-05-11
ARKW
ARK ETF TR
-11.28%
Shares21.5K
Event2026-03-31
Filed2026-05-11
ZTS
ZOETIS INC
22.18%
Shares21.8K
Event2026-03-31
Filed2026-05-11
MBB
ISHARES TR
-14.67%
Shares26.9K
Event2026-03-31
Filed2026-05-11
IBIT
ISHARES BITCOIN TRUST ETF
-7.60%
Shares66.5K
Event2026-03-31
Filed2026-05-11
SCHM
SCHWAB STRATEGIC TR
-11.69%
Shares82.1K
Event2026-03-31
Filed2026-05-11
FFEB
FIRST TR EXCHNG TRADED FD VI
-0.60%
Shares45.0K
Event2026-03-31
Filed2026-05-11
AFL
AFLAC INC
-13.48%
Shares22.9K
Event2026-03-31
Filed2026-05-11
MOAT
VANECK ETF TRUST
-0.64%
Shares25.9K
Event2026-03-31
Filed2026-05-11
KVUE
KENVUE INC
922.57%
Shares144.0K
Event2026-03-31
Filed2026-05-11
XLF
SELECT SECTOR SPDR TR
0.45%
Shares50.3K
Event2026-03-31
Filed2026-05-11
VMI
VALMONT INDS INC
0.00%
Shares6.1K
Event2026-03-31
Filed2026-05-11
VYMI
VANGUARD WHITEHALL FDS
901.93%
Shares26.0K
Event2026-03-31
Filed2026-05-11
NVS
NOVARTIS AG
0.05%
Shares15.9K
Event2026-03-31
Filed2026-05-11
FBCG
FIDELITY COVINGTON TRUST
38.20%
Shares48.6K
Event2026-03-31
Filed2026-05-11
KMI
KINDER MORGAN INC DEL
35.18%
Shares72.4K
Event2026-03-31
Filed2026-05-11
SCHK
SCHWAB STRATEGIC TR
-4.14%
Shares76.6K
Event2026-03-31
Filed2026-05-11
GRAYSCALE BITCOIN MINI TR ET
GRAYSCALE BITCOIN MINI TR ET
131.81%
Shares79.9K
Event2026-03-31
Filed2026-05-11
EMR
EMERSON ELEC CO
8.20%
Shares18.3K
Event2026-03-31
Filed2026-05-11
FIRST CTZNS BANCSHARES INC D
FIRST CTZNS BANCSHARES INC D
-2.46%
Shares1.3K
Event2026-03-31
Filed2026-05-11
PAA
PLAINS ALL AMERN PIPELINE L
New
Shares106.6K
Event2026-03-31
Filed2026-05-11
VONE
VANGUARD SCOTTSDALE FDS
443.21%
Shares8.0K
Event2026-03-31
Filed2026-05-11
CGUS
CAPITAL GROUP CORE EQUITY ET
-0.58%
Shares61.0K
Event2026-03-31
Filed2026-05-11
EOG
EOG RES INC
-53.02%
Shares16.0K
Event2026-03-31
Filed2026-05-11
VIGI
VANGUARD WHITEHALL FDS
-3.30%
Shares26.1K
Event2026-03-31
Filed2026-05-11
ROK
ROCKWELL AUTOMATION INC
-6.10%
Shares6.4K
Event2026-03-31
Filed2026-05-11
ETY
EATON VANCE TAX-MANAGED DIVE
0.00%
Shares165.7K
Event2026-03-31
Filed2026-05-11
PHYS
SPROTT ASSET MANAGEMENT LP
-0.77%
Shares64.2K
Event2026-03-31
Filed2026-05-11
CME
CME GROUP INC
-4.39%
Shares7.7K
Event2026-03-31
Filed2026-05-11
WMB
WILLIAMS COS INC
15.40%
Shares30.7K
Event2026-03-31
Filed2026-05-11
SPYD
SPDR SERIES TRUST
3.22%
Shares48.6K
Event2026-03-31
Filed2026-05-11
MARA
MARA HOLDINGS INC
6.19%
Shares265.1K
Event2026-03-31
Filed2026-05-11
SDY
SPDR SERIES TRUST
10.75%
Shares14.8K
Event2026-03-31
Filed2026-05-11
FYEE
FIDELITY GREENWOOD STREET TR
14.11%
Shares79.4K
Event2026-03-31
Filed2026-05-11
IWV
ISHARES TR
1.49%
Shares5.8K
Event2026-03-31
Filed2026-05-11
HWM
HOWMET AEROSPACE INC
-6.75%
Shares9.3K
Event2026-03-31
Filed2026-05-11
IGRO
ISHARES TR
-3.28%
Shares25.6K
Event2026-03-31
Filed2026-05-11
CGXU
CAPITAL GROUP INTL FOCUS EQT
0.58%
Shares72.6K
Event2026-03-31
Filed2026-05-11
IVE
ISHARES TR
-4.50%
Shares10.1K
Event2026-03-31
Filed2026-05-11
NULG
NUSHARES ETF TR
-1.66%
Shares22.8K
Event2026-03-31
Filed2026-05-11
TRV
TRAVELERS COMPANIES INC
-3.25%
Shares7.1K
Event2026-03-31
Filed2026-05-11
STIP
ISHARES TR
-27.04%
Shares19.6K
Event2026-03-31
Filed2026-05-11
APLD
APPLIED DIGITAL CORP
New
Shares85.3K
Event2026-03-31
Filed2026-05-11
RSG
REPUBLIC SVCS INC
-2.47%
Shares9.2K
Event2026-03-31
Filed2026-05-11
WFC
WELLS FARGO & CO
-30.12%
Shares25.2K
Event2026-03-31
Filed2026-05-11
BSCQ
INVESCO EXCH TRD SLF IDX FD
0.94%
Shares101.6K
Event2026-03-31
Filed2026-05-11
VBK
VANGUARD INDEX FDS
1.05%
Shares6.5K
Event2026-03-31
Filed2026-05-11
AIRR
FIRST TR EXCHANGE TRADED FD
16.78%
Shares17.7K
Event2026-03-31
Filed2026-05-11
IEF
ISHARES TR
-1.62%
Shares20.0K
Event2026-03-31
Filed2026-05-11
ETR
ENTERGY CORP NEW
-6.66%
Shares17.0K
Event2026-03-31
Filed2026-05-11
IEI
ISHARES TR
29.18%
Shares15.9K
Event2026-03-31
Filed2026-05-11
MNST
MONSTER BEVERAGE CORP NEW
-8.72%
Shares25.9K
Event2026-03-31
Filed2026-05-11
IDV
ISHARES TR
0.00%
Shares44.1K
Event2026-03-31
Filed2026-05-11
PPL
PPL CORP
23.12%
Shares49.0K
Event2026-03-31
Filed2026-05-11
FTSM
FIRST TR EXCHANGE-TRADED FD
-87.50%
Shares31.2K
Event2026-03-31
Filed2026-05-11
SMH
VANECK ETF TRUST
4.76%
Shares4.9K
Event2026-03-31
Filed2026-05-11
GL
GLOBE LIFE INC
-0.37%
Shares13.3K
Event2026-03-31
Filed2026-05-11
ROP
ROPER TECHNOLOGIES INC
-39.36%
Shares5.2K
Event2026-03-31
Filed2026-05-11
OXY
OCCIDENTAL PETE CORP
-8.64%
Shares27.7K
Event2026-03-31
Filed2026-05-11
SIXG
ETF SER SOLUTIONS
0.00%
Shares26.4K
Event2026-03-31
Filed2026-05-11
RF
REGIONS FINANCIAL CORP NEW
-0.52%
Shares67.5K
Event2026-03-31
Filed2026-05-11
VMC
VULCAN MATLS CO
-9.78%
Shares6.4K
Event2026-03-31
Filed2026-05-11
DFAT
DIMENSIONAL ETF TRUST
-0.43%
Shares27.9K
Event2026-03-31
Filed2026-05-11
EQWL
INVESCO EXCHANGE TRADED FD T
-0.71%
Shares15.1K
Event2026-03-31
Filed2026-05-11
DVY
ISHARES TR
25.62%
Shares11.4K
Event2026-03-31
Filed2026-05-11
MDYV
SPDR SERIES TRUST
-6.97%
Shares20.3K
Event2026-03-31
Filed2026-05-11
IWS
ISHARES TR
-2.28%
Shares11.7K
Event2026-03-31
Filed2026-05-11
IYW
ISHARES TR
-3.04%
Shares9.4K
Event2026-03-31
Filed2026-05-11
BSCS
INVESCO EXCH TRD SLF IDX FD
-1.44%
Shares82.9K
Event2026-03-31
Filed2026-05-11
DSI
ISHARES TR
-1.48%
Shares13.7K
Event2026-03-31
Filed2026-05-11
TGT
TARGET CORP
-17.63%
Shares13.7K
Event2026-03-31
Filed2026-05-11
ICSH
ISHARES TR
-1.02%
Shares32.9K
Event2026-03-31
Filed2026-05-11
LCTU
BLACKROCK ETF TRUST
-2.88%
Shares23.7K
Event2026-03-31
Filed2026-05-11
CSL
CARLISLE COS INC
-0.79%
Shares4.9K
Event2026-03-31
Filed2026-05-11
VTIP
VANGUARD MALVERN FDS
1.34%
Shares32.5K
Event2026-03-31
Filed2026-05-11
BSCR
INVESCO EXCH TRD SLF IDX FD
0.35%
Shares82.5K
Event2026-03-31
Filed2026-05-11
SUB
ISHARES TR
-11.90%
Shares15.2K
Event2026-03-31
Filed2026-05-11
CENCORA INC
CENCORA INC
-6.83%
Shares5.1K
Event2026-03-31
Filed2026-05-11

Call Option Holdings
NFLX Call
NETFLIX INC.
New
Shares3.5M
Event2026-03-31
Filed2026-05-11
SPY Call
STATE STR SPDR S&P 500 ETF T
104.49%
Shares218.8K
Event2026-03-31
Filed2026-05-11
IEF Call
ISHARES TR
-21.23%
Shares703.0K
Event2026-03-31
Filed2026-05-11
INVESCO QQQ TR Call
INVESCO QQQ TR
13.80%
Shares107.2K
Event2026-03-31
Filed2026-05-11
TIP Call
ISHARES TR
New
Shares160.6K
Event2026-03-31
Filed2026-05-11
IBIT Call
ISHARES BITCOIN TRUST ETF
0.00%
Shares900
Event2026-03-31
Filed2026-05-11
ETHA Call
ISHARES ETHEREUM TR
New
Shares200
Event2026-03-31
Filed2026-05-11

Put Option Holdings
SPY Put
STATE STR SPDR S&P 500 ETF T
104.49%
Shares218.8K
Event2026-03-31
Filed2026-05-11
INVESCO QQQ TR Put
INVESCO QQQ TR
13.80%
Shares107.2K
Event2026-03-31
Filed2026-05-11
IWF Put
ISHARES TR
0.00%
Shares28.3K
Event2026-03-31
Filed2026-05-11
KVYO Put
KLAVIYO INC
New
Shares15.0K
Event2026-03-31
Filed2026-05-11
IBIT Put
ISHARES BITCOIN TRUST ETF
New
Shares1.0K
Event2026-03-31
Filed2026-05-11
Aptus Capital Advisors, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo