Sponsored

The Analysis of Arvest Bank Trust Division's Holdings & P&L

Currently, Arvest Bank Trust Division holds 221 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in WMT (+137.4K shares, valued at $17.1M), VEA (+154.2K shares, valued at $9.9M), MSFT (+24.5K shares, valued at $9.1M); decreased their positions in MU (-41.2K shares, valued at $13.9M), OMC (-144.6K shares, valued at $10.9M), UNP (-43.4K shares, valued at $10.5M); initiated new positions in IGV (+75.2K shares, valued at $6.0M), UBER (+62.9K shares, valued at $4.5M), DXCM (+59.1K shares, valued at $3.7M).

1M P&L

+65.1M+4.09%

3M P&L

+72.8M+4.59%

HY P&L

+206.6M+14.23%

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/A853.0M

57.0%

2Semiconductors78.2M

5.2%

3Discount Stores54.8M

3.7%

Top Industries by Stock Count

1N/A27 stocks

18.0%

2Utilities - Regulated Electric12 stocks

8.0%

3Drug Manufacturers - General7 stocks

4.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MDY STATE STR SPDR S&P MIDCAP 40227.6K shares-1.85%2026-03-312026-05-13

EFA ISHARES TR1.3M shares-2.46%2026-03-312026-05-13

IVV ISHARES TR145.8K shares-3.74%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS1.3M shares12.96%2026-03-312026-05-13

WMT WALMART INC590.6K shares30.30%2026-03-312026-05-13

IWM ISHARES TR274.8K shares-2.74%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T78.0K shares0.08%2026-03-312026-05-13

NEW WORLD FD INC NEW NEW WORLD FD INC NEW540.0K shares0.04%2026-03-312026-05-13

Sponsored

GEM GOLDMAN SACHS ETF TR1.1M shares-0.80%2026-03-312026-05-13

AAPL APPLE INC185.6K shares6.58%2026-03-312026-05-13

NVDA NVIDIA CORPORATION261.3K shares5.45%2026-03-312026-05-13

TPYP TORTOISE CAPITAL SERIES TRUS1.1M shares-4.31%2026-03-312026-05-13

EIPI FIRST TR EXCHNG TRADED FD VI1.8M shares11.21%2026-03-312026-05-13

MSFT MICROSOFT CORP107.2K shares29.64%2026-03-312026-05-13

ALPHABET INC ALPHABET INC123.9K shares-2.49%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T182.4K shares0.52%2026-03-312026-05-13

Sponsored

UNIFIED SER TR UNIFIED SER TR1.1M shares-0.20%2026-03-312026-05-13

SPYM SPDR SERIES TRUST406.1K shares21.75%2026-03-312026-05-13

AMZN AMAZON COM INC141.2K shares3.17%2026-03-312026-05-13

ADVISORS INNER CIRCLE FD ADVISORS INNER CIRCLE FD1.3M shares4.90%2026-03-312026-05-13

SCZ ISHARES TR313.6K shares-1.53%2026-03-312026-05-13

MFS SERIES TRUST XVII MFS SERIES TRUST XVII618.5K shares0.16%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F412.9K shares-0.23%2026-03-312026-05-13

FLJP FRANKLIN TEMPLETON ETF TR506.1K shares-0.78%2026-03-312026-05-13

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS29.2K shares-0.28%2026-03-312026-05-13

META META PLATFORMS INC29.9K shares-3.26%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO55.2K shares-7.29%2026-03-312026-05-13

BROADCOM INC BROADCOM INC51.7K shares-1.94%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON60.8K shares-20.70%2026-03-312026-05-13

TRV TRAVELERS COMPANIES INC50.9K shares-1.89%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC43.1K shares-48.84%2026-03-312026-05-13

ABBV ABBVIE INC65.2K shares-1.72%2026-03-312026-05-13

Sponsored

IEFA ISHARES TR148.3K shares-1.27%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP59.8K shares-29.67%2026-03-312026-05-13

COP CONOCOPHILLIPS95.2K shares-0.46%2026-03-312026-05-13

HON HONEYWELL INTL INC53.1K shares-1.37%2026-03-312026-05-13

ECL ECOLAB INC43.4K shares-1.98%2026-03-312026-05-13

LOW LOWES COS INC46.2K shares-5.39%2026-03-312026-05-13

IQV IQVIA HLDGS INC63.7K shares-2.55%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP31.4K shares-4.14%2026-03-312026-05-13

Sponsored

BAC BANK OF AMER CORP214.4K shares-2.32%2026-03-312026-05-13

COF CAPITAL ONE FINL CORP53.8K shares-1.49%2026-03-312026-05-13

ATO ATMOS ENERGY CORP51.8K shares-1.41%2026-03-312026-05-13

HD HOME DEPOT INC28.9K shares-6.03%2026-03-312026-05-13

NRG NRG ENERGY INC63.3K shares-2.92%2026-03-312026-05-13

IJR ISHARES TR73.2K shares-0.56%2026-03-312026-05-13

LLY ELI LILLY & CO9.3K shares-1.48%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL17.2K shares-1.40%2026-03-312026-05-13

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC64.9K shares1.31%2026-03-312026-05-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND39.8K shares-4.07%2026-03-312026-05-13

AMAT APPLIED MATLS INC22.9K shares-39.34%2026-03-312026-05-13

XOM EXXON MOBIL CORP45.7K shares134.38%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO23.8K shares-0.87%2026-03-312026-05-13

PG PROCTER & GAMBLE CO49.0K shares-30.95%2026-03-312026-05-13

IVW ISHARES TR60.0K shares-48.82%2026-03-312026-05-13

NFLX NETFLIX INC.67.2K shares457.62%2026-03-312026-05-13

Sponsored

GSLC GOLDMAN SACHS ETF TR51.4K shares1.66%2026-03-312026-05-13

CBOE CBOE GLOBAL MKTS INC22.3K shares-1.21%2026-03-312026-05-13

IGV ISHARES TR75.2K sharesnew addition2026-03-312026-05-13

VANGUARD STAR FDS VANGUARD STAR FDS175.0K shares0.00%2026-03-312026-05-13

RTX RTX CORPORATION30.4K shares-3.55%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC28.0K shares-1.33%2026-03-312026-05-13

MA MASTERCARD INCORPORATED11.2K shares-1.59%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC15.6K shares74.86%2026-03-312026-05-13

Sponsored

PYPL PAYPAL HLDGS INC115.5K shares496.78%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION5.0K shares-0.68%2026-03-312026-05-13

MDLZ MONDELEZ INTL INC85.9K shares-1.52%2026-03-312026-05-13

CAT CATERPILLAR INC6.9K shares254.42%2026-03-312026-05-13

CVS CVS HEALTH CORP66.9K shares2401.68%2026-03-312026-05-13

UNP UNION PAC CORP19.4K shares-69.17%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC62.9K sharesnew addition2026-03-312026-05-13

ORCL ORACLE CORP28.1K shares-2.71%2026-03-312026-05-13

Sponsored

DXCM DEXCOM INC59.1K sharesnew addition2026-03-312026-05-13

BSX BOSTON SCIENTIFIC CORP58.9K shares-1.21%2026-03-312026-05-13

ARES ARES MANAGEMENT CORPORATION31.2K sharesnew addition2026-03-312026-05-13

EUPAC FUND EUPAC FUND57.5K shares0.00%2026-03-312026-05-13

KR KROGER CO46.8K sharesnew addition2026-03-312026-05-13

OKE ONEOK INC NEW36.9K shares0.45%2026-03-312026-05-13

V VISA INC11.0K shares620.90%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE11.3K shares-3.44%2026-03-312026-05-13

Sponsored

WFC WELLS FARGO & CO38.9K shares-1.48%2026-03-312026-05-13

NTAP NETAPP INC30.0K sharesnew addition2026-03-312026-05-13

MSI MOTOROLA SOLUTIONS INC7.0K shares-42.79%2026-03-312026-05-13

CVX CHEVRON CORPORATION14.4K shares-1.62%2026-03-312026-05-13

DIS DISNEY WALT CO30.7K shares869.60%2026-03-312026-05-13

FIDELITY CHARLES STR TR FIDELITY CHARLES STR TR210.2K shares6.99%2026-03-312026-05-13

JANNRENEE LLC IMA JANNRENEE LLC IMA1 shares0.00%2026-03-312026-05-13

ES EVERSOURCE ENERGY37.9K shares1.24%2026-03-312026-05-13

Sponsored

ISRG INTUITIVE SURGICAL INC5.6K shares-1.66%2026-03-312026-05-13

ALPHABET INC ALPHABET INC8.8K shares-2.27%2026-03-312026-05-13

MCD MCDONALDS CORP8.0K shares4.26%2026-03-312026-05-13

TFC TRUIST FINL CORP53.5K shares1.26%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS9.8K shares1.98%2026-03-312026-05-13

PEG PUBLIC SVC ENTERPRISE GROUP29.1K shares0.32%2026-03-312026-05-13

GOLDMAN SACHS TR GOLDMAN SACHS TR35.9K shares-0.21%2026-03-312026-05-13

CFG CITIZENS FINL GROUP INC37.3K shares1.27%2026-03-312026-05-13

Sponsored

NEE NEXTERA ENERGY INC23.5K shares18.07%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP3.6K shares7.81%2026-03-312026-05-13

DTE DTE ENERGY CO14.6K shares-0.37%2026-03-312026-05-13

PRU PRUDENTIAL FINL INC21.3K shares1.24%2026-03-312026-05-13

UNILEVER PLC UNILEVER PLC35.8K shares1.17%2026-03-312026-05-13

LNT ALLIANT ENERGY CORP28.0K shares1.29%2026-03-312026-05-13

DIA STATE STR SPDR DOW JONES IND4.3K shares-3.26%2026-03-312026-05-13

MFS SER TR I MFS SER TR I39.6K shares-4.13%2026-03-312026-05-13

Sponsored

MANAGER DIRECTED PORTFOLIOS MANAGER DIRECTED PORTFOLIOS20.9K shares-9.39%2026-03-312026-05-13

AMERICAN BEACON FDS AMERICAN BEACON FDS58.0K shares14.14%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC15.0K shares-1.55%2026-03-312026-05-13

HP INC HP INC92.8K shares320.97%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS10.9K shares0.00%2026-03-312026-05-13

HBAN HUNTINGTON BANCSHARES INC108.2K shares1.40%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC14.4K shares-1.67%2026-03-312026-05-13

EIX EDISON INTL21.7K shares1.17%2026-03-312026-05-13

Sponsored

DE DEERE & CO2.7K shares-3.92%2026-03-312026-05-13

FE FIRSTENERGY CORP29.7K shares1.29%2026-03-312026-05-13

OMC OMNICOM GROUP INC19.8K shares-87.97%2026-03-312026-05-13

PFE PFIZER INC52.8K shares-3.10%2026-03-312026-05-13

IP INTERNATIONAL PAPER CO41.5K shares1.24%2026-03-312026-05-13

F FORD MTR CO127.4K shares1.16%2026-03-312026-05-13

PSX PHILLIPS 667.9K shares-1.91%2026-03-312026-05-13

FIDELITY ADVISOR SER I FIDELITY ADVISOR SER I38.0K shares-2.28%2026-03-312026-05-13

Sponsored

KEY KEYCORP70.3K shares1.32%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR2.3K shares-3.79%2026-03-312026-05-13

VTI VANGUARD INDEX FDS4.1K shares-3.62%2026-03-312026-05-13

HRL HORMEL FOODS CORP53.4K shares-1.41%2026-03-312026-05-13

MFG FUNDS INC MFG FUNDS INC83.5K shares22.64%2026-03-312026-05-13

EMLP FIRST TR EXCHANGE-TRADED FD26.2K shares-20.72%2026-03-312026-05-13

WASHINGTON MUT INVS FD WASHINGTON MUT INVS FD18.0K shares31.80%2026-03-312026-05-13

TROW PRICE T ROWE GROUP INC12.5K shares3.18%2026-03-312026-05-13

Sponsored

PNW PINNACLE WEST CAP CORP11.0K shares3.04%2026-03-312026-05-13

TSN TYSON FOODS INC17.2K shares147.23%2026-03-312026-05-13

KDP KEURIG DR PEPPER INC41.0K shares-1.78%2026-03-312026-05-13

CPB THE CAMPBELLS COMPANY46.9K shares-3.05%2026-03-312026-05-13

JBHT HUNT J B TRANS SVCS INC4.9K shares19.93%2026-03-312026-05-13

AES AES CORP69.5K shares3.11%2026-03-312026-05-13

PKG PACKAGING CORP AMER4.5K shares2.94%2026-03-312026-05-13

ORLY OREILLY AUTOMOTIVE INC10.4K shares-42.91%2026-03-312026-05-13

Sponsored

NVS NOVARTIS AG6.2K shares7.93%2026-03-312026-05-13

T AT&T INC32.1K shares-8.86%2026-03-312026-05-13

JPMORGAN TR I JPMORGAN TR I9.9K shares-2.33%2026-03-312026-05-13

TSLA TESLA INC2.4K shares-9.01%2026-03-312026-05-13

TXN TEXAS INSTRS INC4.5K shares2.88%2026-03-312026-05-13

WILLIAM BLAIR FDS WILLIAM BLAIR FDS32.6K shares-3.44%2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC6.5K shares2.99%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO13.8K shares5.67%2026-03-312026-05-13

Sponsored

EXC EXELON CORP16.4K shares3.46%2026-03-312026-05-13

BAILLIE GIFFORD FDS BAILLIE GIFFORD FDS60.8K shares-49.00%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC15.0K shares2.33%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC4.4K shares3.88%2026-03-312026-05-13

IVZ INVESCO LTD29.6K shares3.29%2026-03-312026-05-13

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-13

BBY BEST BUY INC11.1K shares-16.58%2026-03-312026-05-13

ADI ANALOG DEVICES INC2.1K shares-32.71%2026-03-312026-05-13

Sponsored

IEMG ISHARES INC8.8K sharesnew addition2026-03-312026-05-13

DOC HEALTHPEAK PROPERTIES INC35.6K shares-1.63%2026-03-312026-05-13

VONV VANGUARD SCOTTSDALE FDS5.9K sharesnew addition2026-03-312026-05-13

BKNG BOOKING HOLDINGS INC127 sharesnew addition2026-03-312026-05-13

CAG CONAGRA BRANDS INC33.7K shares4.51%2026-03-312026-05-13

AMERICAN CENTY GROWTH FDS IN AMERICAN CENTY GROWTH FDS IN7.2K shares3.41%2026-03-312026-05-13

KO COCA COLA CO6.7K shares9.53%2026-03-312026-05-13

NEW YORK LIFE INVTS FDS TR NEW YORK LIFE INVTS FDS TR7.3K sharesnew addition2026-03-312026-05-13

Sponsored

IWX ISHARES TR5.4K sharesnew addition2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC987 shares6.93%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS3.8K shares0.00%2026-03-312026-05-13

VANGUARD BD INDEX FDS VANGUARD BD INDEX FDS5.0K shares9.55%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC1.5K shares-10.70%2026-03-312026-05-13

IWY ISHARES TR1.6K sharesnew addition2026-03-312026-05-13

LPX LOUISIANA PAC CORP5.3K shares0.00%2026-03-312026-05-13

HARTFORD MUT FDS INC HARTFORD MUT FDS INC11.6K sharesnew addition2026-03-312026-05-13

Sponsored

VONG VANGUARD SCOTTSDALE FDS3.5K sharesnew addition2026-03-312026-05-13

PEP PEPSICO INC2.4K shares26.39%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR7.7K shares0.00%2026-03-312026-05-13

REGN REGENERON PHARMACEUTICALS488 sharesnew addition2026-03-312026-05-13

MO ALTRIA GROUP INC5.7K shares9.45%2026-03-312026-05-13

WM WASTE MGMT INC DEL1.6K shares-1.23%2026-03-312026-05-13

TOUCHSTONE STRATEGIC TR TOUCHSTONE STRATEGIC TR21.3K shares-58.87%2026-03-312026-05-13

OGE OGE ENERGY CORP7.5K shares28.09%2026-03-312026-05-13

Sponsored

VLO VALERO ENERGY CORP1.4K shares5.22%2026-03-312026-05-13

CSCO CISCO SYS INC4.5K shares-4.99%2026-03-312026-05-13

RCL ROYAL CARIBBEAN GROUP1.2K shares8.67%2026-03-312026-05-13

VANGUARD SPECIALIZED FUNDS VANGUARD SPECIALIZED FUNDS11.4K shares0.00%2026-03-312026-05-13

IJH ISHARES TR4.9K shares-51.18%2026-03-312026-05-13

VANGUARD WELLINGTON FD VANGUARD WELLINGTON FD4.4K shares0.00%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS907 shares-19.52%2026-03-312026-05-13

Sponsored

VANGUARD TAX-MANAGED FDS VANGUARD TAX-MANAGED FDS15.6K shares0.00%2026-03-312026-05-13

FIDELITY CONTRAFUND FIDELITY CONTRAFUND13.8K sharesnew addition2026-03-312026-05-13

GM GENERAL MTRS CO4.2K shares-0.59%2026-03-312026-05-13

SSGA FDS SSGA FDS1.2K shares0.00%2026-03-312026-05-13

PRICE T ROWE GROWTH STK FD I PRICE T ROWE GROWTH STK FD I3.2K sharesnew addition2026-03-312026-05-13

THE VILLAGE LIMITED PARTNERS THE VILLAGE LIMITED PARTNERS2 shares0.00%2026-03-312026-05-13

CL COLGATE PALMOLIVE CO3.3K shares0.00%2026-03-312026-05-13

GILD GILEAD SCIENCES INC2.0K shares-16.38%2026-03-312026-05-13

Sponsored

FNF FIDELITY NATL FINL INC6.0K shares3.34%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC319 shares-11.39%2026-03-312026-05-13

D DOMINION ENERGY INC4.3K shares0.00%2026-03-312026-05-13

VO VANGUARD INDEX FDS915 shares-7.58%2026-03-312026-05-13

VANGUARD WELLESLEY INCOME FD VANGUARD WELLESLEY INCOME FD4.3K shares0.00%2026-03-312026-05-13

SCHC SCHWAB STRATEGIC TR5.6K sharesnew addition2026-03-312026-05-13

ROWE T PRICE INDEX TR INC ROWE T PRICE INDEX TR INC3.8K sharesnew addition2026-03-312026-05-13

ROWE T PRICE INDEX TR INC ROWE T PRICE INDEX TR INC1.5K sharesnew addition2026-03-312026-05-13

Sponsored

AFL AFLAC INC2.3K shares-0.39%2026-03-312026-05-13

LHX L3HARRIS TECHNOLOGIES INC720 shares-3.61%2026-03-312026-05-13

FEDERATED HERMES EQUITY FDS FEDERATED HERMES EQUITY FDS35.7K shares-2.66%2026-03-312026-05-13

RF REGIONS FINANCIAL CORP NEW9.5K shares-2.33%2026-03-312026-05-13

BK BANK NEW YORK MELLON CORP2.0K shares-0.59%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC703 shares0.00%2026-03-312026-05-13

VANGUARD BD INDEX FDS VANGUARD BD INDEX FDS2.4K shares0.00%2026-03-312026-05-13

CDNS CADENCE DESIGN SYSTEM INC827 shares2.99%2026-03-312026-05-13

Sponsored

MUTUAL SER FD INC MUTUAL SER FD INC8.7K shares0.00%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS366 shares0.00%2026-03-312026-05-13

ROWE T PRICE CAP APPRECIATIO ROWE T PRICE CAP APPRECIATIO6.2K sharesnew addition2026-03-312026-05-13

DOV DOVER CORP1.0K shares-8.49%2026-03-312026-05-13

ROWE T PRICE INDEX TR INC ROWE T PRICE INDEX TR INC6.0K sharesnew addition2026-03-312026-05-13

KEYS KEYSIGHT TECHNOLOGIES INC734 sharesnew addition2026-03-312026-05-13

VANGUARD HORIZON FDS VANGUARD HORIZON FDS4.7K sharesnew addition2026-03-312026-05-13

XEL XCEL ENERGY INC2.5K sharesnew addition2026-03-312026-05-13

Sponsored

MS MORGAN STANLEY1.2K shares-1.22%2026-03-312026-05-13

FIDELITY CHARLES STR TR FIDELITY CHARLES STR TR11.0K shares0.00%2026-03-312026-05-13

FRANKLIN CUSTODIAN FDS FRANKLIN CUSTODIAN FDS60.4K shares0.00%2026-03-312026-05-13

FRANKLIN CUSTODIAN FDS FRANKLIN CUSTODIAN FDS44.6K shares0.00%2026-03-312026-05-13

WEST WESTROCK COFFEE CO22.6K shares0.00%2026-03-312026-05-13

MDY

STATE STR SPDR S&P MIDCAP 40

-1.85%

Shares227.6K

Event2026-03-31

Filed2026-05-13

EFA

ISHARES TR

-2.46%

Shares1.3M

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

-3.74%

Shares145.8K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

12.96%

Shares1.3M

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

30.30%

Shares590.6K

Event2026-03-31

Filed2026-05-13

IWM

ISHARES TR

-2.74%

Shares274.8K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

0.08%

Shares78.0K

Event2026-03-31

Filed2026-05-13

NEW WORLD FD INC NEW

0.04%

Shares540.0K

Event2026-03-31

Filed2026-05-13

GEM

GOLDMAN SACHS ETF TR

-0.80%

Shares1.1M

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

6.58%

Shares185.6K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

5.45%

Shares261.3K

Event2026-03-31

Filed2026-05-13

TPYP

TORTOISE CAPITAL SERIES TRUS

-4.31%

Shares1.1M

Event2026-03-31

Filed2026-05-13

EIPI

FIRST TR EXCHNG TRADED FD VI

11.21%

Shares1.8M

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

29.64%

Shares107.2K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-2.49%

Shares123.9K

Event2026-03-31

Filed2026-05-13

INVESCO EXCHANGE TRADED FD T

0.52%

Shares182.4K

Event2026-03-31

Filed2026-05-13

UNIFIED SER TR

-0.20%

Shares1.1M

Event2026-03-31

Filed2026-05-13

SPYM

SPDR SERIES TRUST

21.75%

Shares406.1K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

3.17%

Shares141.2K

Event2026-03-31

Filed2026-05-13

ADVISORS INNER CIRCLE FD

4.90%

Shares1.3M

Event2026-03-31

Filed2026-05-13

SCZ

ISHARES TR

-1.53%

Shares313.6K

Event2026-03-31

Filed2026-05-13

MFS SERIES TRUST XVII

0.16%

Shares618.5K

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD INTL EQUITY INDEX F

-0.23%

Shares412.9K

Event2026-03-31

Filed2026-05-13

FLJP

FRANKLIN TEMPLETON ETF TR

-0.78%

Shares506.1K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-0.28%

Shares29.2K

Event2026-03-31

Filed2026-05-13