Sponsored

The Analysis of Beacon Pointe Advisors, LLC's Holdings & P&L

Currently, Beacon Pointe Advisors, LLC holds 1783 types of securities in its portfolio with a total value $18.9B. In the most recent quarter, they have increased their positions in N/A (+498.8K shares, valued at $298.1M), IVV (+288.5K shares, valued at $188.5M), VEA (+1.9M shares, valued at $123.8M); decreased their positions in N/A (-174.2K shares, valued at $33.4M), IWD (-74.4K shares, valued at $15.9M), ECG (-105.0K shares, valued at $12.4M); initiated new positions in HAWX (+1.6M shares, valued at $64.3M), SPSB (+425.6K shares, valued at $12.8M), VOTE (+160.8K shares, valued at $12.3M).

1M P&L

+73.0M+0.53%

3M P&L

-1.7B-10.83%

HY P&L

-1.0B-6.79%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A8.5B

65.1%

2Software - Infrastructure558.7M

4.3%

3Semiconductors459.8M

3.5%

Top Industries by Stock Count

1N/A722 stocks

52.6%

2Banks - Regional31 stocks

2.3%

3Software - Application28 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1M shares85.21%2026-03-312026-05-15

AAPL APPLE INC2.1M shares28.15%2026-03-312026-05-15

IVV ISHARES TR704.1K shares69.43%2026-03-312026-05-15

NVDA NVIDIA CORPORATION2.3M shares19.85%2026-03-312026-05-15

MSFT MICROSOFT CORP891.1K shares31.88%2026-03-312026-05-15

VTI VANGUARD INDEX FDS1.0M shares38.15%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS5.0M shares63.63%2026-03-312026-05-15

VUG VANGUARD INDEX FDS614.0K shares17.60%2026-03-312026-05-15

Sponsored

VTV VANGUARD INDEX FDS1.3M shares32.49%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST5.9M shares-1.25%2026-03-312026-05-15

VO VANGUARD INDEX FDS742.2K shares33.93%2026-03-312026-05-15

AMZN AMAZON COM INC1.0M shares56.93%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR7.8M shares20.22%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR6.7M shares84.12%2026-03-312026-05-15

LII LENNOX INTL INC417.4K shares-0.13%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS2.6M shares50.48%2026-03-312026-05-15

Sponsored

ALPHABET INC ALPHABET INC617.5K shares33.07%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T267.4K shares19.35%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL356.1K shares81.83%2026-03-312026-05-15

DFCF DIMENSIONAL ETF TRUST3.7M shares8.02%2026-03-312026-05-15

META META PLATFORMS INC272.0K shares134.65%2026-03-312026-05-15

AGG ISHARES TR1.5M shares68.90%2026-03-312026-05-15

IWF ISHARES TR351.1K shares18.11%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO461.9K shares34.42%2026-03-312026-05-15

Sponsored

CVX CHEVRON CORPORATION612.9K shares17.36%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR219.0K shares15.13%2026-03-312026-05-15

DFAU DIMENSIONAL ETF TRUST2.8M shares4.98%2026-03-312026-05-15

USMV ISHARES TR1.4M shares468.82%2026-03-312026-05-15

AVUS AMERICAN CENTY ETF TR1.1M shares-2.07%2026-03-312026-05-15

BNDX VANGUARD CHARLOTTE FDS2.5M shares7.86%2026-03-312026-05-15

SCHV SCHWAB STRATEGIC TR3.9M shares234.31%2026-03-312026-05-15

VONG VANGUARD SCOTTSDALE FDS1.1M shares24.31%2026-03-312026-05-15

Sponsored

BROADCOM INC BROADCOM INC358.2K shares37.56%2026-03-312026-05-15

IJR ISHARES TR888.2K shares396.09%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F2.0M shares79.69%2026-03-312026-05-15

IDEV ISHARES TR1.3M shares918.34%2026-03-312026-05-15

XOM EXXON MOBIL CORP622.0K shares27.55%2026-03-312026-05-15

ALPHABET INC ALPHABET INC365.9K shares82.23%2026-03-312026-05-15

SCHP SCHWAB STRATEGIC TR3.7M shares3.97%2026-03-312026-05-15

DGRO ISHARES TR1.4M shares64.49%2026-03-312026-05-15

Sponsored

IJH ISHARES TR1.4M shares183.59%2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS1.2M shares4.38%2026-03-312026-05-15

V VISA INC315.8K shares60.11%2026-03-312026-05-15

DFIC DIMENSIONAL ETF TRUST2.6M shares1.44%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON366.3K shares36.99%2026-03-312026-05-15

IEMG ISHARES INC1.2M shares196.63%2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS1.4M shares10.53%2026-03-312026-05-15

DFAI DIMENSIONAL ETF TRUST2.1M shares9.46%2026-03-312026-05-15

Sponsored

MBB ISHARES TR877.6K shares3.11%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS378.9K shares24.38%2026-03-312026-05-15

MUB ISHARES TR756.1K shares19.30%2026-03-312026-05-15

IEFA ISHARES TR877.6K shares42.88%2026-03-312026-05-15

AVDE AMERICAN CENTY ETF TR934.4K shares-5.95%2026-03-312026-05-15

DASH DOORDASH INC525.5K shares6135.45%2026-03-312026-05-15

DFLV DIMENSIONAL ETF TRUST2.2M shares5.58%2026-03-312026-05-15

USIG ISHARES TR1.5M shares5.82%2026-03-312026-05-15

Sponsored

SCHF SCHWAB STRATEGIC TR3.1M shares6.34%2026-03-312026-05-15

DFIV DIMENSIONAL ETF TRUST1.4M shares9.18%2026-03-312026-05-15

IWD ISHARES TR338.7K shares-18.00%2026-03-312026-05-15

EFV ISHARES TR965.5K shares66.74%2026-03-312026-05-15

DUHP DIMENSIONAL ETF TRUST1.9M shares19.49%2026-03-312026-05-15

QUAL ISHARES TR349.0K shares975.61%2026-03-312026-05-15

CAT CATERPILLAR INC94.0K shares27.80%2026-03-312026-05-15

DFUV DIMENSIONAL ETF TRUST1.4M shares4.10%2026-03-312026-05-15

Sponsored

STIP ISHARES TR640.2K shares15.01%2026-03-312026-05-15

GLD SPDR GOLD TR151.4K shares16.70%2026-03-312026-05-15

HAWX ISHARES TR1.6M sharesnew addition2026-03-312026-05-15

DFGP DIMENSIONAL ETF TRUST1.2M shares0.74%2026-03-312026-05-15

EFG ISHARES TR566.0K shares29.09%2026-03-312026-05-15

EFA ISHARES TR642.6K shares40.82%2026-03-312026-05-15

WMT WALMART INC497.5K shares57.84%2026-03-312026-05-15

DFEM DIMENSIONAL ETF TRUST1.7M shares2.46%2026-03-312026-05-15

Sponsored

LLY ELI LILLY & CO62.1K shares37.51%2026-03-312026-05-15

VXUS VANGUARD STAR FDS729.8K shares14.08%2026-03-312026-05-15

HD HOME DEPOT INC169.6K shares28.39%2026-03-312026-05-15

PHYS SPROTT ASSET MANAGEMENT LP1.6M shares5.43%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS226.5K shares11.09%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION54.5K shares11.40%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T283.1K shares-38.09%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR1.8M shares14.46%2026-03-312026-05-15

Sponsored

IWV ISHARES TR141.4K shares-18.80%2026-03-312026-05-15

IWB ISHARES TR146.4K shares27.16%2026-03-312026-05-15

VBK VANGUARD INDEX FDS171.8K shares3.17%2026-03-312026-05-15

DFUS DIMENSIONAL ETF TRUST723.3K shares13.52%2026-03-312026-05-15

VONE VANGUARD SCOTTSDALE FDS171.7K shares77.26%2026-03-312026-05-15

VTEB VANGUARD MUN BD FDS989.5K shares16.77%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC242.2K shares20.61%2026-03-312026-05-15

DFIP DIMENSIONAL ETF TRUST1.1M shares0.07%2026-03-312026-05-15

Sponsored

ITOT ISHARES TR331.8K shares96.38%2026-03-312026-05-15

DBEF DBX ETF TR954.1K shares6.52%2026-03-312026-05-15

SCHM SCHWAB STRATEGIC TR1.5M shares7.79%2026-03-312026-05-15

TSLA TESLA INC120.9K shares36.65%2026-03-312026-05-15

DXUV DIMENSIONAL ETF TRUST752.7K shares9.99%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC367.1K shares26.40%2026-03-312026-05-15

DFSD DIMENSIONAL ETF TRUST917.8K shares7.60%2026-03-312026-05-15

ABBV ABBVIE INC200.7K shares31.22%2026-03-312026-05-15

Sponsored

CGMS CAPITAL GRP FIXED INCM ETF T1.6M shares1.15%2026-03-312026-05-15

VB VANGUARD INDEX FDS160.1K shares9.31%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC253.5K shares12.22%2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS880.2K shares66.84%2026-03-312026-05-15

PG PROCTER & GAMBLE CO284.5K shares73.83%2026-03-312026-05-15

SUB ISHARES TR385.2K shares11.71%2026-03-312026-05-15

IWM ISHARES TR164.9K shares106.61%2026-03-312026-05-15

RTX RTX CORPORATION210.8K shares33.61%2026-03-312026-05-15

Sponsored

WFC WELLS FARGO & CO510.1K shares33.25%2026-03-312026-05-15

AMGN AMGEN INC114.4K shares44.19%2026-03-312026-05-15

JEPI J P MORGAN EXCHANGE TRADED F709.4K shares49.09%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR455.5K shares48.01%2026-03-312026-05-15

CSCO CISCO SYS INC512.3K shares28.01%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC247.6K shares27.75%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS267.2K shares16.48%2026-03-312026-05-15

IVW ISHARES TR348.3K shares15.08%2026-03-312026-05-15

Sponsored

VBR VANGUARD INDEX FDS179.4K shares13.59%2026-03-312026-05-15

MCD MCDONALDS CORP121.7K shares37.41%2026-03-312026-05-15

PEP PEPSICO INC242.4K shares68.73%2026-03-312026-05-15

MA MASTERCARD INCORPORATED74.9K shares34.40%2026-03-312026-05-15

ET ENERGY TRANSFER L P1.9M shares15.49%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC253.1K shares8.18%2026-03-312026-05-15

AVEM AMERICAN CENTY ETF TR453.6K shares-2.32%2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS791.4K shares20.26%2026-03-312026-05-15

Sponsored

LMT LOCKHEED MARTIN CORP59.1K shares30.77%2026-03-312026-05-15

ESGD ISHARES TR368.7K shares71.65%2026-03-312026-05-15

IVE ISHARES TR164.9K shares12.80%2026-03-312026-05-15

MGK VANGUARD WORLD FD94.6K shares1247.85%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC122.7K shares48.44%2026-03-312026-05-15

PFE PFIZER INC1.2M shares22.26%2026-03-312026-05-15

PSLV SPROTT ASSET MANAGEMENT LP1.3M shares3.71%2026-03-312026-05-15

FTNT FORTINET INC394.5K shares4.62%2026-03-312026-05-15

Sponsored

DBMF LITMAN GREGORY FDS TR1.1M shares12579.88%2026-03-312026-05-15

ABEQ UNIFIED SER TR847.2K shares89.27%2026-03-312026-05-15

MTUM ISHARES TR132.7K shares9.66%2026-03-312026-05-15

IWR ISHARES TR318.1K shares19.90%2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR1.0M shares22.35%2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L802.2K shares26.77%2026-03-312026-05-15

BAC BANK AMERICA CORP621.8K shares27.01%2026-03-312026-05-15

KO COCA COLA CO388.4K shares39.87%2026-03-312026-05-15

Sponsored

VOE VANGUARD INDEX FDS159.2K shares21.71%2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS350.7K shares23.15%2026-03-312026-05-15

LOW LOWES COS INC121.2K shares84.91%2026-03-312026-05-15

T AT&T INC986.2K shares9.47%2026-03-312026-05-15

DFSV DIMENSIONAL ETF TRUST815.6K shares-10.63%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO91.0K shares18.90%2026-03-312026-05-15

CGMU CAPITAL GRP FIXED INCM ETF T1.0M shares35.58%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS303.9K shares11.13%2026-03-312026-05-15

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC78.9K shares173.92%2026-03-312026-05-15

MGV VANGUARD WORLD FD183.3K shares974.25%2026-03-312026-05-15

VV VANGUARD INDEX FDS88.8K shares2.42%2026-03-312026-05-15

IGSB ISHARES TR500.7K shares-3.45%2026-03-312026-05-15

VONV VANGUARD SCOTTSDALE FDS277.2K shares19.88%2026-03-312026-05-15

DFAS DIMENSIONAL ETF TRUST359.2K shares9.03%2026-03-312026-05-15

ESGU ISHARES TR177.7K shares50.86%2026-03-312026-05-15

MO ALTRIA GROUP INC380.2K shares7.33%2026-03-312026-05-15

Sponsored

CB CHUBB LTD SWITZ75.7K shares53.68%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS309.9K shares10.02%2026-03-312026-05-15

DIS DISNEY WALT CO253.4K shares46.07%2026-03-312026-05-15

ORCL ORACLE CORP165.9K shares3.56%2026-03-312026-05-15

GBCI GLACIER BANCORP INC NEW541.5K shares1.08%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR952.0K shares-5.06%2026-03-312026-05-15

VGIT VANGUARD SCOTTSDALE FDS393.7K shares7.05%2026-03-312026-05-15

ABT ABBOTT LABORATORIES228.3K shares-14.62%2026-03-312026-05-15

Sponsored

CMF ISHARES TR411.7K shares255.51%2026-03-312026-05-15

QCOM QUALCOMM INC181.8K shares80.95%2026-03-312026-05-15

VYMI VANGUARD WHITEHALL FDS246.3K shares323.81%2026-03-312026-05-15

VLO VALERO ENERGY CORP93.5K shares40.86%2026-03-312026-05-15

NULV NUSHARES ETF TR505.7K shares15.06%2026-03-312026-05-15

VOT VANGUARD INDEX FDS88.7K shares22.88%2026-03-312026-05-15

GDX VANECK ETF TRUST247.0K shares16.21%2026-03-312026-05-15

SGOV ISHARES TR224.8K shares9.20%2026-03-312026-05-15

Sponsored

MDLZ MONDELEZ INTL INC387.7K shares5.42%2026-03-312026-05-15

TSCO TRACTOR SUPPLY CO485.7K shares8129.74%2026-03-312026-05-15

DFAR DIMENSIONAL ETF TRUST928.3K shares8.84%2026-03-312026-05-15

CGGO CAPITAL GROUP GBL GROWTH EQT656.7K shares2.39%2026-03-312026-05-15

DXIV DIMENSIONAL ETF TRUST323.7K shares4.22%2026-03-312026-05-15

ISTB ISHARES TR449.5K shares3.56%2026-03-312026-05-15

DFEV DIMENSIONAL ETF TRUST605.8K shares-0.04%2026-03-312026-05-15

DFGR DIMENSIONAL ETF TRUST814.0K shares-11.07%2026-03-312026-05-15

Sponsored

XLE SELECT SECTOR SPDR TR351.2K shares24.17%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP228.6K shares58.69%2026-03-312026-05-15

PTRB PGIM ETF TR513.7K shares456.75%2026-03-312026-05-15

SPYX SPDR SERIES TRUST398.3K shares1.26%2026-03-312026-05-15

DFAE DIMENSIONAL ETF TRUST616.7K shares9.52%2026-03-312026-05-15

TIP ISHARES TR188.4K shares-10.59%2026-03-312026-05-15

DFAX DIMENSIONAL ETF TRUST604.8K shares-0.04%2026-03-312026-05-15

SNOW SNOWFLAKE INC134.0K shares6.27%2026-03-312026-05-15

Sponsored

CRM SALESFORCE INC107.8K shares62.24%2026-03-312026-05-15

BA BOEING CO100.8K shares41.55%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE70.5K shares30.65%2026-03-312026-05-15

MMM 3M CO134.8K shares-24.95%2026-03-312026-05-15

HON HONEYWELL INTL INC86.1K shares49.11%2026-03-312026-05-15

IEF ISHARES TR202.7K shares89.45%2026-03-312026-05-15

RBRK RUBRIK INC.392.1K shares0.47%2026-03-312026-05-15

DFAT DIMENSIONAL ETF TRUST307.1K shares4.13%2026-03-312026-05-15

Sponsored

PH PARKER-HANNIFIN CORP21.4K shares16.43%2026-03-312026-05-15

ENB ENBRIDGE INC353.3K shares3.65%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC38.8K shares100.54%2026-03-312026-05-15

PPA INVESCO EXCHANGE TRADED FD T114.2K shares97.69%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC187.7K shares35.92%2026-03-312026-05-15

CGUS CAPITAL GROUP CORE EQUITY ET479.7K shares5.04%2026-03-312026-05-15

NEE NEXTERA ENERGY INC195.3K shares18.20%2026-03-312026-05-15

NFLX NETFLIX INC.185.9K shares36.92%2026-03-312026-05-15

Sponsored

UBER UBER TECHNOLOGIES INC248.4K shares77.98%2026-03-312026-05-15

DSI ISHARES TR145.4K shares40.13%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F233.6K shares100.70%2026-03-312026-05-15

KMI KINDER MORGAN INC DEL516.7K shares13.08%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR129.8K shares38.66%2026-03-312026-05-15

MSI MOTOROLA SOLUTIONS INC39.4K shares396.99%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP78.8K shares27.37%2026-03-312026-05-15

EA SERIES TRUST EA SERIES TRUST359.8K shares0.00%2026-03-312026-05-15

Sponsored

SBR SABINE RTY TR222.0K shares156.94%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC144.5K shares71.16%2026-03-312026-05-15

CGDV CAPITAL GROUP DIVIDEND VALUE382.6K shares120.62%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F117.6K shares15.70%2026-03-312026-05-15

AVLV AMERICAN CENTY ETF TR198.9K shares-19.37%2026-03-312026-05-15

VGT VANGUARD WORLD FD23.0K shares22.75%2026-03-312026-05-15

BIL SPDR SERIES TRUST174.7K shares50.59%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN78.3K shares-6.99%2026-03-312026-05-15

Sponsored

GS GOLDMAN SACHS GROUP INC18.8K shares35.24%2026-03-312026-05-15

SHV ISHARES TR142.8K shares-1.66%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL22 shares22.22%2026-03-312026-05-15

WMB WILLIAMS COS INC213.6K shares17.37%2026-03-312026-05-15

IWN ISHARES TR81.7K shares33.60%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC39.6K shares33.96%2026-03-312026-05-15

AJG GALLAGHER ARTHUR J & CO70.4K shares-30.20%2026-03-312026-05-15

HSY HERSHEY CO72.6K shares1.48%2026-03-312026-05-15

Sponsored

REGN REGENERON PHARMACEUTICALS19.5K shares61.31%2026-03-312026-05-15

SYK STRYKER CORPORATION45.5K shares121.97%2026-03-312026-05-15

SLV ISHARES SILVER TR219.4K shares11.79%2026-03-312026-05-15

DISV DIMENSIONAL ETF TRUST379.0K shares-2.00%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO246.1K shares35.85%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR101.6K shares194.26%2026-03-312026-05-15

MGC VANGUARD WORLD FD63.0K shares-9.34%2026-03-312026-05-15

AEM AGNICO EAGLE MINES LTD73.1K shares22.35%2026-03-312026-05-15

Sponsored

SPAB SPDR SERIES TRUST575.7K shares0.95%2026-03-312026-05-15

HEGD LISTED FDS TR593.2K shares20.28%2026-03-312026-05-15

PYPL PAYPAL HLDGS INC322.1K shares133.08%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC3.4K shares382.91%2026-03-312026-05-15

VMBS VANGUARD SCOTTSDALE FDS305.3K shares15.18%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO167.3K shares80.24%2026-03-312026-05-15

IBDR ISHARES TR587.3K shares7.99%2026-03-312026-05-15

ESGE ISHARES INC312.9K shares36.01%2026-03-312026-05-15

Sponsored

SMLF ISHARES TR187.9K shares27.11%2026-03-312026-05-15

BNDW VANGUARD SCOTTSDALE FDS207.0K shares-19.14%2026-03-312026-05-15

NULG NUSHARES ETF TR155.5K shares20.00%2026-03-312026-05-15

MCK MCKESSON CORP16.1K shares6.37%2026-03-312026-05-15

DVY ISHARES TR92.2K shares11.49%2026-03-312026-05-15

VSGX VANGUARD WORLD FD194.3K shares20.19%2026-03-312026-05-15

VXF VANGUARD INDEX FDS67.7K shares113.57%2026-03-312026-05-15

DFSU DIMENSIONAL ETF TRUST337.0K shares16.98%2026-03-312026-05-15

Sponsored

ESGV VANGUARD WORLD FD123.3K shares35.29%2026-03-312026-05-15

OKE ONEOK INC NEW153.1K shares31.52%2026-03-312026-05-15

DIHP DIMENSIONAL ETF TRUST427.1K shares9.09%2026-03-312026-05-15

JQUA J P MORGAN EXCHANGE TRADED F223.0K shares1.87%2026-03-312026-05-15

MDLV EA SERIES TRUST445.4K shares17.84%2026-03-312026-05-15

TXN TEXAS INSTRS INC69.1K shares15.39%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP73.0K shares70.28%2026-03-312026-05-15

DELL DELL TECHNOLOGIES INC81.0K shares661.42%2026-03-312026-05-15

Sponsored

SCHH SCHWAB STRATEGIC TR609.9K shares1.12%2026-03-312026-05-15

EMR EMERSON ELEC CO100.0K shares10.19%2026-03-312026-05-15

EMLC VANECK ETF TRUST516.3K shares14.73%2026-03-312026-05-15

NVS NOVARTIS AG84.5K shares26.94%2026-03-312026-05-15

AVUV AMERICAN CENTY ETF TR116.8K shares4.85%2026-03-312026-05-15

SPSB SPDR SERIES TRUST425.6K sharesnew addition2026-03-312026-05-15

GEV GE VERNOVA INC14.4K shares40.93%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND63.1K shares123.68%2026-03-312026-05-15

Sponsored

GILD GILEAD SCIENCES INC89.7K shares8.04%2026-03-312026-05-15

UNP UNION PAC CORP51.3K shares124.62%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC247.5K shares54.08%2026-03-312026-05-15

XYZ BLOCK INC206.1K shares12.44%2026-03-312026-05-15

NEM NEWMONT CORP114.2K shares35.08%2026-03-312026-05-15

ESML ISHARES TR262.0K shares277.11%2026-03-312026-05-15

ABNB AIRBNB INC97.4K shares84.56%2026-03-312026-05-15

VOTE TCW ETF TRUST160.8K sharesnew addition2026-03-312026-05-15

Sponsored

VTIP VANGUARD MALVERN FDS245.3K shares-43.09%2026-03-312026-05-15

IGE ISHARES TR193.9K shares-30.03%2026-03-312026-05-15

DEHP DIMENSIONAL ETF TRUST358.7K shares-3.09%2026-03-312026-05-15

PJAN INNOVATOR ETFS TRUST262.1K shares63.08%2026-03-312026-05-15

IUS INVESCO EXCH TRD SLF IDX FD206.6K shares15.19%2026-03-312026-05-15

VGLT VANGUARD SCOTTSDALE FDS215.3K shares23.41%2026-03-312026-05-15

MINT PIMCO ETF TR118.5K shares-15.44%2026-03-312026-05-15

VTC VANGUARD SCOTTSDALE FDS154.0K shares2.56%2026-03-312026-05-15

Sponsored

EW EDWARDS LIFESCIENCES CORP147.6K shares663.00%2026-03-312026-05-15

IBDS ISHARES TR483.8K shares10.62%2026-03-312026-05-15

SBUX STARBUCKS CORP128.2K shares88.13%2026-03-312026-05-15

LQD ISHARES TR105.1K shares12.46%2026-03-312026-05-15

EEM ISHARES TR201.7K shares56.56%2026-03-312026-05-15

EDD MORGAN STANLEY EMERGING MKTS2.2M shares3.13%2026-03-312026-05-15

SEIV SEI EXCHANGE TRADED FUNDS272.2K shares-1.66%2026-03-312026-05-15

SPMD SPDR SERIES TRUST189.1K shares135.82%2026-03-312026-05-15

Sponsored

IGRO ISHARES TR132.8K shares10.76%2026-03-312026-05-15

SEIM SEI EXCHANGE TRADED FUNDS244.1K shares0.06%2026-03-312026-05-15

ACWX ISHARES TR162.1K shares641.71%2026-03-312026-05-15

COP CONOCOPHILLIPS83.3K shares67.58%2026-03-312026-05-15

WPM WHEATON PRECIOUS METALS CORP83.8K shares4.55%2026-03-312026-05-15

PNOV INNOVATOR ETFS TRUST267.1K shares7.32%2026-03-312026-05-15

AWK AMERICAN WTR WKS CO INC NEW80.1K shares38.74%2026-03-312026-05-15

FAST FASTENAL CO233.6K shares252.20%2026-03-312026-05-15

Sponsored

VTWO VANGUARD SCOTTSDALE FDS108.2K shares1403.92%2026-03-312026-05-15

FNV FRANCO NEV CORP43.7K shares8.25%2026-03-312026-05-15

THE CIGNA GROUP THE CIGNA GROUP40.4K shares11.87%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC31.9K shares55.11%2026-03-312026-05-15

ZM ZOOM COMMUNICATIONS INC133.6K shares10.63%2026-03-312026-05-15

DE DEERE & CO18.9K shares14.29%2026-03-312026-05-15

AMAT APPLIED MATLS INC30.9K shares32.78%2026-03-312026-05-15

EXPE EXPEDIA GROUP INC45.6K shares1.12%2026-03-312026-05-15

Sponsored

MUNI PIMCO ETF TR201.3K shares8.71%2026-03-312026-05-15

IBB ISHARES TR62.1K shares19.95%2026-03-312026-05-15

VSS VANGUARD INTL EQUITY INDEX F71.8K shares-8.48%2026-03-312026-05-15

PFEB INNOVATOR ETFS TRUST260.3K shares102.41%2026-03-312026-05-15

HYS PIMCO ETF TR110.4K shares4.74%2026-03-312026-05-15

SCHZ SCHWAB STRATEGIC TR442.4K shares18.21%2026-03-312026-05-15

VTHR VANGUARD SCOTTSDALE FDS35.7K shares-7.42%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP14.9K shares-2.00%2026-03-312026-05-15

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD216.4K shares3.23%2026-03-312026-05-15

SPYM SPDR SERIES TRUST131.7K shares16.17%2026-03-312026-05-15

DLTR DOLLAR TREE INC91.4K shares0.15%2026-03-312026-05-15

WM WASTE MGMT INC DEL43.4K shares17.27%2026-03-312026-05-15

SPTI SPDR SERIES TRUST347.0K shares-8.12%2026-03-312026-05-15

MAR MARRIOTT INTL INC NEW30.3K shares94.56%2026-03-312026-05-15

BBH TR BBH TR659.2K sharesnew addition2026-03-312026-05-15

BIV VANGUARD BD INDEX FDS127.7K shares5.51%2026-03-312026-05-15

Sponsored

SPGI S&P GLOBAL INC23.1K shares236.43%2026-03-312026-05-15

DFIS DIMENSIONAL ETF TRUST291.8K shares0.58%2026-03-312026-05-15

SMH VANECK ETF TRUST25.5K shares48.80%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR60.2K shares39.79%2026-03-312026-05-15

ECL ECOLAB INC36.6K shares207.28%2026-03-312026-05-15

PSEP INNOVATOR ETFS TRUST226.0K shares20.10%2026-03-312026-05-15

CGNG CAPITAL GROUP NEW GEOGRAPHY306.3K shares9.42%2026-03-312026-05-15

EAGG ISHARES TR201.6K shares64.39%2026-03-312026-05-15

Sponsored

EMLP FIRST TR EXCHANGE-TRADED FD219.5K shares9.58%2026-03-312026-05-15

BINC BLACKROCK ETF TRUST II184.5K shares2332.72%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW72.6K shares83.94%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND20.4K shares11.27%2026-03-312026-05-15

SNY SANOFI SA194.9K shares821.53%2026-03-312026-05-15

SO SOUTHERN CO97.0K shares28.52%2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F184.1K shares148.60%2026-03-312026-05-15

GLW CORNING INC68.5K shares63.18%2026-03-312026-05-15

Sponsored

ULTA ULTA BEAUTY INC17.7K shares-9.22%2026-03-312026-05-15

JEPQ J P MORGAN EXCHANGE TRADED F166.6K shares37.21%2026-03-312026-05-15

BCI ABRDN ETFS380.5K shares24.29%2026-03-312026-05-15

IBDT ISHARES TR363.6K shares17.06%2026-03-312026-05-15

CTRE CARETRUST REIT INC249.0K shares2.93%2026-03-312026-05-15

TOTL SSGA ACTIVE ETF TR229.6K shares13.00%2026-03-312026-05-15

POCT INNOVATOR ETFS TRUST210.7K shares21.94%2026-03-312026-05-15

INTC INTEL CORP205.4K shares40.93%2026-03-312026-05-15

Sponsored

PDEC INNOVATOR ETFS TRUST211.9K shares19.73%2026-03-312026-05-15

SUN SUNOCO LP/SUNOCO FIN CORP138.5K sharesnew addition2026-03-312026-05-15

ACWV ISHARES INC74.6K shares27.13%2026-03-312026-05-15

CINF CINCINNATI FINL CORP56.4K shares9.79%2026-03-312026-05-15

PAAA PGIM ETF TR172.3K sharesnew addition2026-03-312026-05-15

SPYG SPDR SERIES TRUST89.4K shares42.75%2026-03-312026-05-15

PAPR INNOVATOR ETFS TRUST219.8K shares46.16%2026-03-312026-05-15

FDX FEDEX CORP24.3K shares121.14%2026-03-312026-05-15

Sponsored

ICSH ISHARES TR170.7K shares49.34%2026-03-312026-05-15

SPHY SPDR SERIES TRUST365.3K shares4.57%2026-03-312026-05-15

VTES VANGUARD WELLINGTON FD83.8K shares-1.90%2026-03-312026-05-15

KLAC KLA CORP5.7K shares54.43%2026-03-312026-05-15

ISHG ISHARES TR113.2K shares34.53%2026-03-312026-05-15

IYG ISHARES TR101.3K shares25.68%2026-03-312026-05-15

OKTA OKTA INC106.5K shares9.59%2026-03-312026-05-15

PSX PHILLIPS 6645.5K shares15.82%2026-03-312026-05-15

Sponsored

PAUG INNOVATOR ETFS TRUST191.8K shares-0.87%2026-03-312026-05-15

DTH WISDOMTREE TR151.5K shares20.56%2026-03-312026-05-15

IUSG ISHARES TR52.8K shares72.47%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC71.1K shares97.56%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC22.5K shares42.64%2026-03-312026-05-15

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET267.6K shares1322.44%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC17.9K shares32.53%2026-03-312026-05-15

TPL TEXAS PACIFIC LAND CORPORATI16.8K shares7.49%2026-03-312026-05-15

Sponsored

CALM CAL MAINE FOODS INC100.5K sharesnew addition2026-03-312026-05-15

TJX TJX COS INC NEW49.5K shares54.03%2026-03-312026-05-15

ARCC ARES CAPITAL CORP435.1K shares69.33%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR157.5K shares89.45%2026-03-312026-05-15

SPG SIMON PPTY GROUP INC NEW41.5K shares40.67%2026-03-312026-05-15

PJUL INNOVATOR ETFS TRUST167.7K shares93.26%2026-03-312026-05-15

WDAY WORKDAY INC59.0K shares2162.55%2026-03-312026-05-15

SDY SPDR SERIES TRUST52.4K shares-6.57%2026-03-312026-05-15

Sponsored

XLU SELECT SECTOR SPDR TR164.6K shares9.34%2026-03-312026-05-15

IJS ISHARES TR63.6K shares-18.73%2026-03-312026-05-15

SCZ ISHARES TR95.9K shares-4.84%2026-03-312026-05-15

RGLD ROYAL GOLD INC29.5K shares1.08%2026-03-312026-05-15

CPRT COPART INC224.8K shares362.52%2026-03-312026-05-15

IP INTERNATIONAL PAPER CO208.8K shares1.35%2026-03-312026-05-15

SHM SPDR SERIES TRUST155.4K shares24.19%2026-03-312026-05-15

EOG EOG RES INC51.2K shares75.22%2026-03-312026-05-15

Sponsored

CMI CUMMINS INC13.7K shares16.34%2026-03-312026-05-15

VHT VANGUARD WORLD FD27.0K shares-8.78%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC77.9K shares753.44%2026-03-312026-05-15

BMO BANK MONTREAL MEDIUM52.9K shares0.46%2026-03-312026-05-15

BXSL BLACKSTONE SECD LENDING FD299.1K shares326.20%2026-03-312026-05-15

KHC KRAFT HEINZ CO314.9K shares1.64%2026-03-312026-05-15

SCHE SCHWAB STRATEGIC TR214.6K shares6.21%2026-03-312026-05-15

GUNR FLEXSHARES TR127.6K shares29.59%2026-03-312026-05-15

Sponsored

TRV TRAVELERS COMPANIES INC24.0K shares4.99%2026-03-312026-05-15

DDOG DATADOG INC59.0K shares1239.87%2026-03-312026-05-15

LULU LULULEMON ATHLETICA INC45.2K shares356.90%2026-03-312026-05-15

INCY INCYTE CORP73.3K sharesnew addition2026-03-312026-05-15

USB US BANCORP132.1K shares85.95%2026-03-312026-05-15

SCHO SCHWAB STRATEGIC TR282.4K shares72.67%2026-03-312026-05-15

JXN JACKSON FINANCIAL INC64.4K shares8.25%2026-03-312026-05-15

NHI NATIONAL HEALTH INVS INC83.9K sharesnew addition2026-03-312026-05-15

Sponsored

CEF SPROTT ASSET MANAGEMENT LP141.3K shares15.93%2026-03-312026-05-15

FNDF SCHWAB STRATEGIC TR137.7K shares21.44%2026-03-312026-05-15

SHOP SHOPIFY INC56.3K shares17.00%2026-03-312026-05-15

DECK DECKERS OUTDOOR CORP66.5K shares347.36%2026-03-312026-05-15

SPHQ INVESCO EXCHANGE TRADED FD T88.4K shares180.96%2026-03-312026-05-15

IXUS ISHARES TR76.6K shares133.86%2026-03-312026-05-15

SNA SNAP ON INC18.2K shares2629.54%2026-03-312026-05-15

NKE NIKE INC125.1K shares72.51%2026-03-312026-05-15

Sponsored

PMAY INNOVATOR ETFS TRUST164.4K shares27.79%2026-03-312026-05-15

LINDE PLC LINDE PLC13.2K shares109.17%2026-03-312026-05-15

PAAS PAN AMERN SILVER CORP118.9K shares28.14%2026-03-312026-05-15

VWOB VANGUARD WHITEHALL FDS98.1K shares9.44%2026-03-312026-05-15

CSX CSX CORP156.9K shares41.37%2026-03-312026-05-15

NUMV NUSHARES ETF TR165.8K shares5.52%2026-03-312026-05-15

VDE VANGUARD WORLD FD37.1K shares0.94%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC30.9K shares93.68%2026-03-312026-05-15

Sponsored

DUSB DIMENSIONAL ETF TRUST126.5K shares70.27%2026-03-312026-05-15

IWO ISHARES TR20.4K shares10.00%2026-03-312026-05-15

COHERENT CORP COHERENT CORP26.8K shares6.12%2026-03-312026-05-15

MS MORGAN STANLEY38.8K shares54.67%2026-03-312026-05-15

NBET NEUBERGER BERMAN ETF TRUST155.1K shares2.04%2026-03-312026-05-15

HYD VANECK ETF TRUST124.4K shares20.66%2026-03-312026-05-15

IBDU ISHARES TR267.3K shares16.34%2026-03-312026-05-15

SHY ISHARES TR75.2K shares51.64%2026-03-312026-05-15

Sponsored

ISCF ISHARES TR148.5K shares36.71%2026-03-312026-05-15

PYLD PIMCO ETF TR236.5K shares19.47%2026-03-312026-05-15

PJUN INNOVATOR ETFS TRUST145.5K shares50.31%2026-03-312026-05-15

PGR PROGRESSIVE CORP30.5K shares257.37%2026-03-312026-05-15

XJH ISHARES TR132.8K sharesnew addition2026-03-312026-05-15

URI UNITED RENTALS INC8.3K shares538.78%2026-03-312026-05-15

ITA ISHARES TR27.4K shares274.51%2026-03-312026-05-15

TAFM AB ACTIVE ETFS INC237.1K shares58.86%2026-03-312026-05-15

Sponsored

MDY STATE STR SPDR S&P MIDCAP 409.7K shares29.18%2026-03-312026-05-15

FCX FREEPORT MCMORAN INC101.6K shares22.12%2026-03-312026-05-15

WBD WARNER BROS DISCOVERY INC217.3K shares3.82%2026-03-312026-05-15

IDV ISHARES TR139.6K shares103.51%2026-03-312026-05-15

WSM WILLIAMS SONOMA INC32.6K shares2.80%2026-03-312026-05-15

XME SPDR SERIES TRUST54.9K shares-6.92%2026-03-312026-05-15

SOXX ISHARES TR18.0K shares24.07%2026-03-312026-05-15

GII SPDR INDEX SHS FDS77.4K shares41.55%2026-03-312026-05-15

Sponsored

PFF ISHARES TR192.5K shares9.67%2026-03-312026-05-15

LHX L3HARRIS TECHNOLOGIES INC16.8K shares29.20%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC12.6K shares126.11%2026-03-312026-05-15

UNILEVER PLC UNILEVER PLC101.5K shares33.79%2026-03-312026-05-15

CIBR FIRST TR EXCHANGE-TRADED FD90.8K shares-39.51%2026-03-312026-05-15

PMAR INNOVATOR ETFS TRUST127.2K shares88.45%2026-03-312026-05-15

VPU VANGUARD WORLD FD28.2K shares6.95%2026-03-312026-05-15

DFSI DIMENSIONAL ETF TRUST131.8K shares10.42%2026-03-312026-05-15

Sponsored

IBIT ISHARES BITCOIN TRUST ETF145.2K shares-25.08%2026-03-312026-05-15

TGT TARGET CORP46.0K shares-2.77%2026-03-312026-05-15

CDW CDW CORP45.8K sharesnew addition2026-03-312026-05-15

IWP ISHARES TR43.2K shares24.19%2026-03-312026-05-15

QQQE DIREXION SHARES ETF TRUST55.1K shares2.50%2026-03-312026-05-15

BN BROOKFIELD CORP133.4K shares163.24%2026-03-312026-05-15

SEIQ SEI EXCHANGE TRADED FUNDS147.8K shares5.26%2026-03-312026-05-15

BSCS INVESCO EXCH TRD SLF IDX FD262.8K shares141.60%2026-03-312026-05-15

Sponsored

ASML ASML HLDG NV4.0K shares66.12%2026-03-312026-05-15

USXF ISHARES TR95.9K shares175.27%2026-03-312026-05-15

BSCR INVESCO EXCH TRD SLF IDX FD267.7K shares145.45%2026-03-312026-05-15

SPTM SPDR SERIES TRUST66.0K shares5.36%2026-03-312026-05-15

SPMO INVESCO EXCH TRADED FD TR II46.4K shares116.84%2026-03-312026-05-15

YUM YUM BRANDS INC33.5K shares27.43%2026-03-312026-05-15

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY65.8K shares81.90%2026-03-312026-05-15

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC52.3K shares12.41%2026-03-312026-05-15

Sponsored

BOXX EA SERIES TRUST44.2K shares-4.14%2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP17.9K shares28.95%2026-03-312026-05-15

MOAT VANECK ETF TRUST53.0K shares1.15%2026-03-312026-05-15

ZALT INNOVATOR ETFS TRUST157.1K sharesnew addition2026-03-312026-05-15

GDXJ VANECK ETF TRUST42.3K shares-5.85%2026-03-312026-05-15

ROP ROPER TECHNOLOGIES INC14.3K shares238.58%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC19.4K shares17.95%2026-03-312026-05-15

IXC ISHARES TR87.1K shares-10.54%2026-03-312026-05-15

Sponsored

BUFF INNOVATOR ETFS TRUST101.2K shares341.30%2026-03-312026-05-15

TOTALENERGIES SE TOTALENERGIES SE54.9K shares87.39%2026-03-312026-05-15

AFL AFLAC INC45.4K shares20.20%2026-03-312026-05-15

ADI ANALOG DEVICES INC15.6K shares65.34%2026-03-312026-05-15

NUSC NUSHARES ETF TR109.7K shares5.58%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC37.6K shares73.98%2026-03-312026-05-15

FLTR VANECK ETF TRUST193.5K shares-31.91%2026-03-312026-05-15

SPTS SPDR SERIES TRUST167.7K shares5.49%2026-03-312026-05-15

Sponsored

CTVA CORTEVA INC58.0K shares146.95%2026-03-312026-05-15

OEF ISHARES TR15.2K shares14.78%2026-03-312026-05-15

LUV SOUTHWEST AIRLS CO128.4K shares20.94%2026-03-312026-05-15

VUSB VANGUARD BD INDEX FDS96.2K shares8.46%2026-03-312026-05-15

VOOG VANGUARD ADMIRAL FDS INC11.7K shares22.37%2026-03-312026-05-15

SHEL SHELL PLC50.7K shares59.70%2026-03-312026-05-15

AVDV AMERICAN CENTY ETF TR47.2K shares11.75%2026-03-312026-05-15

HYMB SPDR SERIES TRUST189.9K shares10.15%2026-03-312026-05-15

Sponsored

BOND PIMCO ETF TR51.0K shares2.32%2026-03-312026-05-15

ECG EVERUS CONSTR GROUP39.8K shares-72.53%2026-03-312026-05-15

JPIB J P MORGAN EXCHANGE TRADED F98.2K shares6.42%2026-03-312026-05-15

XLRE SELECT SECTOR SPDR TR114.7K shares2.98%2026-03-312026-05-15

XBI SPDR SERIES TRUST36.6K shares2.98%2026-03-312026-05-15

DFSB DIMENSIONAL ETF TRUST88.9K shares96.01%2026-03-312026-05-15

VIGI VANGUARD WHITEHALL FDS50.9K shares-3.43%2026-03-312026-05-15

MCHP MICROCHIP TECHNOLOGY INC.69.7K shares44.07%2026-03-312026-05-15

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC22.7K sharesnew addition2026-03-312026-05-15

FNDX SCHWAB STRATEGIC TR159.3K shares36.30%2026-03-312026-05-15

VOOV VANGUARD ADMIRAL FDS INC21.7K shares-15.32%2026-03-312026-05-15

WPC WP CAREY INC64.6K shares8.48%2026-03-312026-05-15

VANGUARD INDEX FDS

85.21%

Shares1.1M

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

28.15%

Shares2.1M

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

69.43%

Shares704.1K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

19.85%

Shares2.3M

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

31.88%

Shares891.1K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

38.15%

Shares1.0M

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

63.63%

Shares5.0M

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

17.60%

Shares614.0K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

32.49%

Shares1.3M

Event2026-03-31

Filed2026-05-15

DFAC

DIMENSIONAL ETF TRUST

-1.25%

Shares5.9M

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

33.93%

Shares742.2K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

56.93%

Shares1.0M

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

20.22%

Shares7.8M

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB STRATEGIC TR

84.12%

Shares6.7M

Event2026-03-31

Filed2026-05-15

LII

LENNOX INTL INC

-0.13%

Shares417.4K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

50.48%

Shares2.6M

Event2026-03-31

Filed2026-05-15

ALPHABET INC

33.07%

Shares617.5K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

19.35%

Shares267.4K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

81.83%

Shares356.1K

Event2026-03-31

Filed2026-05-15

DFCF

DIMENSIONAL ETF TRUST

8.02%

Shares3.7M

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC

134.65%

Shares272.0K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

68.90%

Shares1.5M

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

18.11%

Shares351.1K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

34.42%

Shares461.9K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

17.36%

Shares612.9K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

15.13%

Shares219.0K

Event2026-03-31

Filed2026-05-15

DFAU

DIMENSIONAL ETF TRUST

4.98%

Shares2.8M

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

468.82%

Shares1.4M

Event2026-03-31

Filed2026-05-15

AVUS

AMERICAN CENTY ETF TR

-2.07%

Shares1.1M

Event2026-03-31

Filed2026-05-15

BNDX

VANGUARD CHARLOTTE FDS

7.86%

Shares2.5M

Event2026-03-31

Filed2026-05-15

SCHV

SCHWAB STRATEGIC TR

234.31%

Shares3.9M

Event2026-03-31

Filed2026-05-15

VONG

VANGUARD SCOTTSDALE FDS

24.31%

Shares1.1M

Event2026-03-31

Filed2026-05-15

BROADCOM INC

37.56%

Shares358.2K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

396.09%

Shares888.2K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

79.69%

Shares2.0M

Event2026-03-31

Filed2026-05-15

IDEV

ISHARES TR

918.34%

Shares1.3M

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

27.55%

Shares622.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

82.23%

Shares365.9K

Event2026-03-31

Filed2026-05-15

SCHP

SCHWAB STRATEGIC TR

3.97%

Shares3.7M

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES TR

64.49%

Shares1.4M

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

183.59%

Shares1.4M

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

4.38%

Shares1.2M

Event2026-03-31

Filed2026-05-15

VISA INC

60.11%

Shares315.8K

Event2026-03-31

Filed2026-05-15

DFIC

DIMENSIONAL ETF TRUST

1.44%

Shares2.6M

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

36.99%

Shares366.3K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

196.63%

Shares1.2M

Event2026-03-31

Filed2026-05-15

VGSH

VANGUARD SCOTTSDALE FDS

10.53%

Shares1.4M

Event2026-03-31

Filed2026-05-15

DFAI

DIMENSIONAL ETF TRUST

9.46%

Shares2.1M

Event2026-03-31

Filed2026-05-15

MBB

ISHARES TR

3.11%

Shares877.6K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

24.38%

Shares378.9K

Event2026-03-31

Filed2026-05-15

MUB

ISHARES TR

19.30%

Shares756.1K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

42.88%

Shares877.6K

Event2026-03-31

Filed2026-05-15

AVDE

AMERICAN CENTY ETF TR

-5.95%

Shares934.4K

Event2026-03-31

Filed2026-05-15

DASH

DOORDASH INC

6135.45%

Shares525.5K

Event2026-03-31

Filed2026-05-15

DFLV

DIMENSIONAL ETF TRUST

5.58%

Shares2.2M

Event2026-03-31

Filed2026-05-15

USIG

ISHARES TR

5.82%

Shares1.5M

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

6.34%

Shares3.1M

Event2026-03-31

Filed2026-05-15

DFIV

DIMENSIONAL ETF TRUST

9.18%

Shares1.4M

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

-18.00%

Shares338.7K

Event2026-03-31

Filed2026-05-15

EFV

ISHARES TR

66.74%

Shares965.5K

Event2026-03-31

Filed2026-05-15

DUHP

DIMENSIONAL ETF TRUST

19.49%

Shares1.9M

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

975.61%

Shares349.0K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

27.80%

Shares94.0K

Event2026-03-31

Filed2026-05-15

DFUV

DIMENSIONAL ETF TRUST

4.10%

Shares1.4M

Event2026-03-31

Filed2026-05-15

STIP

ISHARES TR

15.01%

Shares640.2K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

16.70%

Shares151.4K

Event2026-03-31

Filed2026-05-15

HAWX

ISHARES TR

New

Shares1.6M

Event2026-03-31

Filed2026-05-15

DFGP

DIMENSIONAL ETF TRUST

0.74%

Shares1.2M

Event2026-03-31

Filed2026-05-15

EFG

ISHARES TR

29.09%

Shares566.0K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

40.82%

Shares642.6K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

57.84%

Shares497.5K

Event2026-03-31

Filed2026-05-15

DFEM

DIMENSIONAL ETF TRUST

2.46%

Shares1.7M

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

37.51%

Shares62.1K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

14.08%

Shares729.8K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

28.39%

Shares169.6K

Event2026-03-31

Filed2026-05-15

PHYS

SPROTT ASSET MANAGEMENT LP

5.43%

Shares1.6M

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

11.09%

Shares226.5K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

11.40%

Shares54.5K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

-38.09%

Shares283.1K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

14.46%

Shares1.8M

Event2026-03-31

Filed2026-05-15

IWV

ISHARES TR

-18.80%

Shares141.4K

Event2026-03-31

Filed2026-05-15

IWB

ISHARES TR

27.16%

Shares146.4K

Event2026-03-31

Filed2026-05-15

VBK

VANGUARD INDEX FDS

3.17%

Shares171.8K

Event2026-03-31

Filed2026-05-15

DFUS

DIMENSIONAL ETF TRUST

13.52%

Shares723.3K

Event2026-03-31

Filed2026-05-15

VONE

VANGUARD SCOTTSDALE FDS

77.26%

Shares171.7K

Event2026-03-31

Filed2026-05-15

VTEB

VANGUARD MUN BD FDS

16.77%

Shares989.5K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

20.61%

Shares242.2K

Event2026-03-31

Filed2026-05-15

DFIP

DIMENSIONAL ETF TRUST

0.07%

Shares1.1M

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

96.38%

Shares331.8K

Event2026-03-31

Filed2026-05-15

DBEF

DBX ETF TR

6.52%

Shares954.1K

Event2026-03-31

Filed2026-05-15

SCHM

SCHWAB STRATEGIC TR

7.79%

Shares1.5M

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

36.65%

Shares120.9K

Event2026-03-31

Filed2026-05-15

DXUV

DIMENSIONAL ETF TRUST

9.99%

Shares752.7K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

26.40%

Shares367.1K

Event2026-03-31

Filed2026-05-15

DFSD

DIMENSIONAL ETF TRUST

7.60%

Shares917.8K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

31.22%

Shares200.7K

Event2026-03-31

Filed2026-05-15

CGMS

CAPITAL GRP FIXED INCM ETF T

1.15%

Shares1.6M

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

9.31%

Shares160.1K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

12.22%

Shares253.5K

Event2026-03-31

Filed2026-05-15

SPEM

SPDR INDEX SHS FDS

66.84%

Shares880.2K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

73.83%

Shares284.5K

Event2026-03-31

Filed2026-05-15

SUB

ISHARES TR

11.71%

Shares385.2K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

106.61%

Shares164.9K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

33.61%

Shares210.8K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

33.25%

Shares510.1K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

44.19%

Shares114.4K

Event2026-03-31

Filed2026-05-15

JEPI

J P MORGAN EXCHANGE TRADED F

49.09%

Shares709.4K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

48.01%

Shares455.5K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

28.01%

Shares512.3K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

27.75%

Shares247.6K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

16.48%

Shares267.2K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

15.08%

Shares348.3K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

13.59%

Shares179.4K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

37.41%

Shares121.7K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

68.73%

Shares242.4K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

34.40%

Shares74.9K

Event2026-03-31

Filed2026-05-15

ENERGY TRANSFER L P

15.49%

Shares1.9M

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

8.18%

Shares253.1K

Event2026-03-31

Filed2026-05-15

AVEM

AMERICAN CENTY ETF TR

-2.32%

Shares453.6K

Event2026-03-31

Filed2026-05-15

SPDW

SPDR INDEX SHS FDS

20.26%

Shares791.4K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

30.77%

Shares59.1K

Event2026-03-31

Filed2026-05-15

ESGD

ISHARES TR

71.65%

Shares368.7K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

12.80%

Shares164.9K

Event2026-03-31

Filed2026-05-15

MGK

VANGUARD WORLD FD

1247.85%

Shares94.6K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

48.44%

Shares122.7K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

22.26%

Shares1.2M

Event2026-03-31

Filed2026-05-15

PSLV

SPROTT ASSET MANAGEMENT LP

3.71%

Shares1.3M

Event2026-03-31

Filed2026-05-15

FTNT

FORTINET INC

4.62%

Shares394.5K

Event2026-03-31

Filed2026-05-15

DBMF

LITMAN GREGORY FDS TR

12579.88%

Shares1.1M

Event2026-03-31

Filed2026-05-15

ABEQ

UNIFIED SER TR

89.27%

Shares847.2K

Event2026-03-31

Filed2026-05-15

MTUM

ISHARES TR

9.66%

Shares132.7K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

19.90%

Shares318.1K

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB STRATEGIC TR

22.35%

Shares1.0M

Event2026-03-31

Filed2026-05-15

EPD

ENTERPRISE PRODS PARTNERS L

26.77%

Shares802.2K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

27.01%

Shares621.8K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

39.87%

Shares388.4K

Event2026-03-31

Filed2026-05-15

VOE

VANGUARD INDEX FDS

21.71%

Shares159.2K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD SCOTTSDALE FDS

23.15%

Shares350.7K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

84.91%

Shares121.2K

Event2026-03-31

Filed2026-05-15

AT&T INC

9.47%

Shares986.2K

Event2026-03-31

Filed2026-05-15

DFSV

DIMENSIONAL ETF TRUST

-10.63%

Shares815.6K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

18.90%

Shares91.0K

Event2026-03-31

Filed2026-05-15

CGMU

CAPITAL GRP FIXED INCM ETF T

35.58%

Shares1.0M

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

11.13%

Shares303.9K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

173.92%

Shares78.9K

Event2026-03-31

Filed2026-05-15

MGV

VANGUARD WORLD FD

974.25%

Shares183.3K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

2.42%

Shares88.8K

Event2026-03-31

Filed2026-05-15

IGSB

ISHARES TR

-3.45%

Shares500.7K

Event2026-03-31

Filed2026-05-15

VONV

VANGUARD SCOTTSDALE FDS

19.88%

Shares277.2K

Event2026-03-31

Filed2026-05-15

DFAS

DIMENSIONAL ETF TRUST

9.03%

Shares359.2K

Event2026-03-31

Filed2026-05-15

ESGU

ISHARES TR

50.86%

Shares177.7K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

7.33%

Shares380.2K

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

53.68%

Shares75.7K

Event2026-03-31

Filed2026-05-15

VCSH

VANGUARD SCOTTSDALE FDS

10.02%

Shares309.9K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

46.07%

Shares253.4K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

3.56%

Shares165.9K

Event2026-03-31

Filed2026-05-15

GBCI

GLACIER BANCORP INC NEW

1.08%

Shares541.5K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

-5.06%

Shares952.0K

Event2026-03-31

Filed2026-05-15

VGIT

VANGUARD SCOTTSDALE FDS

7.05%

Shares393.7K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

-14.62%

Shares228.3K

Event2026-03-31

Filed2026-05-15

CMF

ISHARES TR

255.51%

Shares411.7K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

80.95%

Shares181.8K

Event2026-03-31

Filed2026-05-15

VYMI

VANGUARD WHITEHALL FDS

323.81%

Shares246.3K

Event2026-03-31

Filed2026-05-15

VLO

VALERO ENERGY CORP

40.86%

Shares93.5K

Event2026-03-31

Filed2026-05-15

NULV

NUSHARES ETF TR

15.06%

Shares505.7K

Event2026-03-31

Filed2026-05-15

VOT

VANGUARD INDEX FDS

22.88%

Shares88.7K

Event2026-03-31

Filed2026-05-15

GDX

VANECK ETF TRUST

16.21%

Shares247.0K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

9.20%

Shares224.8K

Event2026-03-31

Filed2026-05-15

MDLZ

MONDELEZ INTL INC

5.42%

Shares387.7K

Event2026-03-31

Filed2026-05-15

TSCO

TRACTOR SUPPLY CO

8129.74%

Shares485.7K

Event2026-03-31

Filed2026-05-15

DFAR

DIMENSIONAL ETF TRUST

8.84%

Shares928.3K

Event2026-03-31

Filed2026-05-15

CGGO

CAPITAL GROUP GBL GROWTH EQT

2.39%

Shares656.7K

Event2026-03-31

Filed2026-05-15

DXIV

DIMENSIONAL ETF TRUST

4.22%

Shares323.7K

Event2026-03-31

Filed2026-05-15

ISTB

ISHARES TR

3.56%

Shares449.5K

Event2026-03-31

Filed2026-05-15

DFEV

DIMENSIONAL ETF TRUST

-0.04%

Shares605.8K

Event2026-03-31

Filed2026-05-15

DFGR

DIMENSIONAL ETF TRUST

-11.07%

Shares814.0K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

24.17%

Shares351.2K

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

58.69%

Shares228.6K

Event2026-03-31

Filed2026-05-15

PTRB

PGIM ETF TR

456.75%

Shares513.7K

Event2026-03-31

Filed2026-05-15

SPYX

SPDR SERIES TRUST

1.26%

Shares398.3K

Event2026-03-31

Filed2026-05-15

DFAE

DIMENSIONAL ETF TRUST

9.52%

Shares616.7K

Event2026-03-31

Filed2026-05-15

TIP

ISHARES TR

-10.59%

Shares188.4K

Event2026-03-31

Filed2026-05-15

DFAX

DIMENSIONAL ETF TRUST

-0.04%

Shares604.8K

Event2026-03-31

Filed2026-05-15

SNOW

SNOWFLAKE INC

6.27%

Shares134.0K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

62.24%

Shares107.8K

Event2026-03-31

Filed2026-05-15

BOEING CO

41.55%

Shares100.8K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

30.65%

Shares70.5K

Event2026-03-31

Filed2026-05-15

MMM

3M CO

-24.95%

Shares134.8K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

49.11%

Shares86.1K

Event2026-03-31

Filed2026-05-15

IEF

ISHARES TR

89.45%

Shares202.7K

Event2026-03-31

Filed2026-05-15

RBRK

RUBRIK INC.

0.47%

Shares392.1K

Event2026-03-31

Filed2026-05-15

DFAT

DIMENSIONAL ETF TRUST

4.13%

Shares307.1K

Event2026-03-31

Filed2026-05-15

PARKER-HANNIFIN CORP

16.43%

Shares21.4K

Event2026-03-31

Filed2026-05-15

ENB

ENBRIDGE INC

3.65%

Shares353.3K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

100.54%

Shares38.8K

Event2026-03-31

Filed2026-05-15

PPA

INVESCO EXCHANGE TRADED FD T

97.69%

Shares114.2K

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SVCS INC

35.92%

Shares187.7K

Event2026-03-31

Filed2026-05-15

CGUS

CAPITAL GROUP CORE EQUITY ET

5.04%

Shares479.7K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

18.20%

Shares195.3K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

36.92%

Shares185.9K

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC

77.98%

Shares248.4K

Event2026-03-31

Filed2026-05-15

DSI

ISHARES TR

40.13%

Shares145.4K

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD INTL EQUITY INDEX F

100.70%

Shares233.6K

Event2026-03-31

Filed2026-05-15

KMI

KINDER MORGAN INC DEL

13.08%

Shares516.7K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

38.66%

Shares129.8K

Event2026-03-31

Filed2026-05-15

MSI

MOTOROLA SOLUTIONS INC

396.99%

Shares39.4K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

27.37%

Shares78.8K

Event2026-03-31

Filed2026-05-15

EA SERIES TRUST

0.00%

Shares359.8K

Event2026-03-31

Filed2026-05-15

SBR

SABINE RTY TR

156.94%

Shares222.0K

Event2026-03-31

Filed2026-05-15

CITIGROUP INC

71.16%

Shares144.5K

Event2026-03-31

Filed2026-05-15

CGDV

CAPITAL GROUP DIVIDEND VALUE

120.62%

Shares382.6K

Event2026-03-31

Filed2026-05-15

VANGUARD INTL EQUITY INDEX F

15.70%

Shares117.6K

Event2026-03-31

Filed2026-05-15

AVLV

AMERICAN CENTY ETF TR

-19.37%

Shares198.9K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

22.75%

Shares23.0K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

50.59%

Shares174.7K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING IN

-6.99%

Shares78.3K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

35.24%

Shares18.8K

Event2026-03-31

Filed2026-05-15

SHV

ISHARES TR

-1.66%

Shares142.8K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

22.22%

Shares22

Event2026-03-31

Filed2026-05-15

WMB

WILLIAMS COS INC

17.37%

Shares213.6K

Event2026-03-31

Filed2026-05-15

IWN

ISHARES TR

33.60%

Shares81.7K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC

33.96%

Shares39.6K

Event2026-03-31

Filed2026-05-15

AJG

GALLAGHER ARTHUR J & CO

-30.20%

Shares70.4K

Event2026-03-31

Filed2026-05-15

HSY

HERSHEY CO

1.48%

Shares72.6K

Event2026-03-31

Filed2026-05-15

REGN

REGENERON PHARMACEUTICALS

61.31%

Shares19.5K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

121.97%

Shares45.5K

Event2026-03-31

Filed2026-05-15

SLV

ISHARES SILVER TR

11.79%

Shares219.4K

Event2026-03-31

Filed2026-05-15

DISV

DIMENSIONAL ETF TRUST

-2.00%

Shares379.0K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB CO

35.85%

Shares246.1K

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

194.26%

Shares101.6K

Event2026-03-31

Filed2026-05-15

MGC

VANGUARD WORLD FD

-9.34%

Shares63.0K

Event2026-03-31

Filed2026-05-15

AEM

AGNICO EAGLE MINES LTD

22.35%

Shares73.1K

Event2026-03-31

Filed2026-05-15

SPAB

SPDR SERIES TRUST

0.95%

Shares575.7K

Event2026-03-31

Filed2026-05-15

HEGD

LISTED FDS TR

20.28%

Shares593.2K

Event2026-03-31

Filed2026-05-15

PYPL

PAYPAL HLDGS INC

133.08%

Shares322.1K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

382.91%

Shares3.4K

Event2026-03-31

Filed2026-05-15

VMBS

VANGUARD SCOTTSDALE FDS

15.18%

Shares305.3K

Event2026-03-31

Filed2026-05-15

COLGATE PALMOLIVE CO

80.24%

Shares167.3K

Event2026-03-31

Filed2026-05-15

IBDR

ISHARES TR

7.99%

Shares587.3K

Event2026-03-31

Filed2026-05-15

ESGE

ISHARES INC

36.01%

Shares312.9K

Event2026-03-31

Filed2026-05-15

SMLF

ISHARES TR

27.11%

Shares187.9K

Event2026-03-31

Filed2026-05-15

BNDW

VANGUARD SCOTTSDALE FDS

-19.14%

Shares207.0K

Event2026-03-31

Filed2026-05-15

NULG

NUSHARES ETF TR

20.00%

Shares155.5K

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

6.37%

Shares16.1K

Event2026-03-31

Filed2026-05-15

DVY

ISHARES TR

11.49%

Shares92.2K

Event2026-03-31

Filed2026-05-15

VSGX

VANGUARD WORLD FD

20.19%

Shares194.3K

Event2026-03-31

Filed2026-05-15

VXF

VANGUARD INDEX FDS

113.57%

Shares67.7K

Event2026-03-31

Filed2026-05-15

DFSU

DIMENSIONAL ETF TRUST

16.98%

Shares337.0K

Event2026-03-31

Filed2026-05-15

ESGV

VANGUARD WORLD FD

35.29%

Shares123.3K

Event2026-03-31

Filed2026-05-15

OKE

ONEOK INC NEW

31.52%

Shares153.1K

Event2026-03-31

Filed2026-05-15

DIHP

DIMENSIONAL ETF TRUST

9.09%

Shares427.1K

Event2026-03-31

Filed2026-05-15

JQUA

J P MORGAN EXCHANGE TRADED F

1.87%

Shares223.0K

Event2026-03-31

Filed2026-05-15

MDLV

EA SERIES TRUST

17.84%

Shares445.4K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

15.39%

Shares69.1K

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

70.28%

Shares73.0K

Event2026-03-31

Filed2026-05-15

DELL

DELL TECHNOLOGIES INC

661.42%

Shares81.0K

Event2026-03-31

Filed2026-05-15

SCHH

SCHWAB STRATEGIC TR

1.12%

Shares609.9K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

10.19%

Shares100.0K

Event2026-03-31

Filed2026-05-15

EMLC

VANECK ETF TRUST

14.73%

Shares516.3K

Event2026-03-31

Filed2026-05-15

NVS

NOVARTIS AG

26.94%

Shares84.5K

Event2026-03-31

Filed2026-05-15

AVUV

AMERICAN CENTY ETF TR

4.85%

Shares116.8K

Event2026-03-31

Filed2026-05-15

SPSB

SPDR SERIES TRUST

New

Shares425.6K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

40.93%

Shares14.4K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

123.68%

Shares63.1K

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES INC

8.04%

Shares89.7K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

124.62%

Shares51.3K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

54.08%

Shares247.5K

Event2026-03-31

Filed2026-05-15

XYZ

BLOCK INC

12.44%

Shares206.1K

Event2026-03-31

Filed2026-05-15

NEM

NEWMONT CORP

35.08%

Shares114.2K

Event2026-03-31

Filed2026-05-15

ESML

ISHARES TR

277.11%

Shares262.0K

Event2026-03-31

Filed2026-05-15

ABNB

AIRBNB INC

84.56%

Shares97.4K

Event2026-03-31

Filed2026-05-15

VOTE

TCW ETF TRUST

New

Shares160.8K

Event2026-03-31

Filed2026-05-15

VTIP

VANGUARD MALVERN FDS

-43.09%

Shares245.3K

Event2026-03-31

Filed2026-05-15

IGE

ISHARES TR

-30.03%

Shares193.9K

Event2026-03-31

Filed2026-05-15

DEHP

DIMENSIONAL ETF TRUST

-3.09%

Shares358.7K

Event2026-03-31

Filed2026-05-15

PJAN

INNOVATOR ETFS TRUST

63.08%

Shares262.1K

Event2026-03-31

Filed2026-05-15

IUS

INVESCO EXCH TRD SLF IDX FD

15.19%

Shares206.6K

Event2026-03-31

Filed2026-05-15

VGLT

VANGUARD SCOTTSDALE FDS

23.41%

Shares215.3K

Event2026-03-31

Filed2026-05-15

MINT

PIMCO ETF TR

-15.44%

Shares118.5K

Event2026-03-31

Filed2026-05-15

VTC

VANGUARD SCOTTSDALE FDS

2.56%

Shares154.0K

Event2026-03-31

Filed2026-05-15

EDWARDS LIFESCIENCES CORP

663.00%

Shares147.6K

Event2026-03-31

Filed2026-05-15

IBDS

ISHARES TR

10.62%

Shares483.8K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

88.13%

Shares128.2K

Event2026-03-31

Filed2026-05-15

LQD

ISHARES TR

12.46%

Shares105.1K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

56.56%

Shares201.7K

Event2026-03-31

Filed2026-05-15

EDD

MORGAN STANLEY EMERGING MKTS

3.13%

Shares2.2M

Event2026-03-31

Filed2026-05-15

SEIV

SEI EXCHANGE TRADED FUNDS

-1.66%

Shares272.2K

Event2026-03-31

Filed2026-05-15

SPMD

SPDR SERIES TRUST

135.82%

Shares189.1K

Event2026-03-31

Filed2026-05-15

IGRO

ISHARES TR

10.76%

Shares132.8K

Event2026-03-31

Filed2026-05-15

SEIM

SEI EXCHANGE TRADED FUNDS

0.06%

Shares244.1K

Event2026-03-31

Filed2026-05-15

ACWX

ISHARES TR

641.71%

Shares162.1K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

67.58%

Shares83.3K

Event2026-03-31

Filed2026-05-15

WPM

WHEATON PRECIOUS METALS CORP

4.55%

Shares83.8K

Event2026-03-31

Filed2026-05-15

PNOV

INNOVATOR ETFS TRUST

7.32%

Shares267.1K

Event2026-03-31

Filed2026-05-15

AWK

AMERICAN WTR WKS CO INC NEW

38.74%

Shares80.1K

Event2026-03-31

Filed2026-05-15

FAST

FASTENAL CO

252.20%

Shares233.6K

Event2026-03-31

Filed2026-05-15

VTWO

VANGUARD SCOTTSDALE FDS

1403.92%

Shares108.2K

Event2026-03-31

Filed2026-05-15

FNV

FRANCO NEV CORP

8.25%

Shares43.7K

Event2026-03-31

Filed2026-05-15

THE CIGNA GROUP

11.87%

Shares40.4K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

55.11%

Shares31.9K

Event2026-03-31

Filed2026-05-15

ZOOM COMMUNICATIONS INC

10.63%

Shares133.6K

Event2026-03-31

Filed2026-05-15

DEERE & CO

14.29%

Shares18.9K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

32.78%

Shares30.9K

Event2026-03-31

Filed2026-05-15

EXPE

EXPEDIA GROUP INC

1.12%

Shares45.6K

Event2026-03-31

Filed2026-05-15

MUNI

PIMCO ETF TR

8.71%

Shares201.3K

Event2026-03-31

Filed2026-05-15

IBB

ISHARES TR

19.95%

Shares62.1K

Event2026-03-31

Filed2026-05-15

VSS

VANGUARD INTL EQUITY INDEX F

-8.48%

Shares71.8K

Event2026-03-31

Filed2026-05-15

PFEB

INNOVATOR ETFS TRUST

102.41%

Shares260.3K

Event2026-03-31

Filed2026-05-15

HYS

PIMCO ETF TR

4.74%

Shares110.4K

Event2026-03-31

Filed2026-05-15

SCHZ

SCHWAB STRATEGIC TR

18.21%

Shares442.4K

Event2026-03-31

Filed2026-05-15

VTHR

VANGUARD SCOTTSDALE FDS

-7.42%

Shares35.7K

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN CORP

-2.00%

Shares14.9K

Event2026-03-31

Filed2026-05-15

FVD

FIRST TR EXCHANGE-TRADED FD

3.23%

Shares216.4K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

16.17%

Shares131.7K

Event2026-03-31

Filed2026-05-15

DLTR

DOLLAR TREE INC

0.15%

Shares91.4K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

17.27%

Shares43.4K

Event2026-03-31

Filed2026-05-15

SPTI

SPDR SERIES TRUST

-8.12%

Shares347.0K

Event2026-03-31

Filed2026-05-15

MAR

MARRIOTT INTL INC NEW

94.56%

Shares30.3K

Event2026-03-31

Filed2026-05-15

BBH TR

New

Shares659.2K

Event2026-03-31

Filed2026-05-15

BIV

VANGUARD BD INDEX FDS

5.51%

Shares127.7K

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

236.43%

Shares23.1K

Event2026-03-31

Filed2026-05-15

DFIS

DIMENSIONAL ETF TRUST

0.58%

Shares291.8K

Event2026-03-31

Filed2026-05-15

SMH

VANECK ETF TRUST

48.80%

Shares25.5K

Event2026-03-31

Filed2026-05-15

XLI

SELECT SECTOR SPDR TR

39.79%

Shares60.2K

Event2026-03-31

Filed2026-05-15

ECL

ECOLAB INC

207.28%

Shares36.6K

Event2026-03-31

Filed2026-05-15

PSEP

INNOVATOR ETFS TRUST

20.10%

Shares226.0K

Event2026-03-31

Filed2026-05-15

CGNG

CAPITAL GROUP NEW GEOGRAPHY

9.42%

Shares306.3K

Event2026-03-31

Filed2026-05-15

EAGG

ISHARES TR

64.39%

Shares201.6K

Event2026-03-31

Filed2026-05-15

EMLP

FIRST TR EXCHANGE-TRADED FD

9.58%

Shares219.5K

Event2026-03-31

Filed2026-05-15

BINC

BLACKROCK ETF TRUST II

2332.72%

Shares184.5K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

83.94%

Shares72.6K

Event2026-03-31

Filed2026-05-15

DIA

STATE STR SPDR DOW JONES IND

11.27%

Shares20.4K

Event2026-03-31

Filed2026-05-15

SNY

SANOFI SA

821.53%

Shares194.9K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

28.52%

Shares97.0K

Event2026-03-31

Filed2026-05-15

JPST

J P MORGAN EXCHANGE TRADED F

148.60%

Shares184.1K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

63.18%

Shares68.5K

Event2026-03-31

Filed2026-05-15

ULTA

ULTA BEAUTY INC

-9.22%

Shares17.7K

Event2026-03-31

Filed2026-05-15

JEPQ

J P MORGAN EXCHANGE TRADED F

37.21%

Shares166.6K

Event2026-03-31

Filed2026-05-15

BCI

ABRDN ETFS

24.29%

Shares380.5K

Event2026-03-31

Filed2026-05-15

IBDT

ISHARES TR

17.06%

Shares363.6K

Event2026-03-31

Filed2026-05-15

CTRE

CARETRUST REIT INC

2.93%

Shares249.0K

Event2026-03-31

Filed2026-05-15

TOTL

SSGA ACTIVE ETF TR

13.00%

Shares229.6K

Event2026-03-31

Filed2026-05-15

POCT

INNOVATOR ETFS TRUST

21.94%

Shares210.7K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

40.93%

Shares205.4K

Event2026-03-31

Filed2026-05-15

PDEC

INNOVATOR ETFS TRUST

19.73%

Shares211.9K

Event2026-03-31

Filed2026-05-15

SUN

SUNOCO LP/SUNOCO FIN CORP

New

Shares138.5K

Event2026-03-31

Filed2026-05-15

ACWV

ISHARES INC

27.13%

Shares74.6K

Event2026-03-31

Filed2026-05-15

CINF

CINCINNATI FINL CORP

9.79%

Shares56.4K

Event2026-03-31

Filed2026-05-15

PAAA

PGIM ETF TR

New

Shares172.3K

Event2026-03-31

Filed2026-05-15

SPYG

SPDR SERIES TRUST

42.75%

Shares89.4K

Event2026-03-31

Filed2026-05-15

PAPR

INNOVATOR ETFS TRUST

46.16%

Shares219.8K

Event2026-03-31

Filed2026-05-15

FDX

FEDEX CORP

121.14%

Shares24.3K

Event2026-03-31

Filed2026-05-15

ICSH

ISHARES TR

49.34%

Shares170.7K

Event2026-03-31

Filed2026-05-15

SPHY

SPDR SERIES TRUST

4.57%

Shares365.3K

Event2026-03-31

Filed2026-05-15

VTES

VANGUARD WELLINGTON FD

-1.90%

Shares83.8K

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

54.43%

Shares5.7K

Event2026-03-31

Filed2026-05-15

ISHG

ISHARES TR

34.53%

Shares113.2K

Event2026-03-31

Filed2026-05-15

IYG

ISHARES TR

25.68%

Shares101.3K

Event2026-03-31

Filed2026-05-15

OKTA

OKTA INC

9.59%

Shares106.5K

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66

15.82%

Shares45.5K

Event2026-03-31

Filed2026-05-15

PAUG

INNOVATOR ETFS TRUST

-0.87%

Shares191.8K

Event2026-03-31

Filed2026-05-15

DTH

WISDOMTREE TR

20.56%

Shares151.5K

Event2026-03-31

Filed2026-05-15

IUSG

ISHARES TR

72.47%

Shares52.8K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

97.56%

Shares71.1K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

42.64%

Shares22.5K

Event2026-03-31

Filed2026-05-15

GRAYSCALE BITCOIN MINI TR ET

1322.44%

Shares267.6K

Event2026-03-31

Filed2026-05-15

VRTX

VERTEX PHARMACEUTICALS INC

32.53%

Shares17.9K

Event2026-03-31

Filed2026-05-15

TPL

TEXAS PACIFIC LAND CORPORATI

7.49%

Shares16.8K

Event2026-03-31

Filed2026-05-15

CALM

CAL MAINE FOODS INC

New

Shares100.5K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

54.03%

Shares49.5K

Event2026-03-31

Filed2026-05-15

ARCC

ARES CAPITAL CORP

69.33%

Shares435.1K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

89.45%

Shares157.5K

Event2026-03-31

Filed2026-05-15

SPG

SIMON PPTY GROUP INC NEW

40.67%

Shares41.5K

Event2026-03-31

Filed2026-05-15

PJUL

INNOVATOR ETFS TRUST

93.26%

Shares167.7K

Event2026-03-31

Filed2026-05-15

WDAY

WORKDAY INC

2162.55%

Shares59.0K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

-6.57%

Shares52.4K

Event2026-03-31

Filed2026-05-15

XLU

SELECT SECTOR SPDR TR

9.34%

Shares164.6K

Event2026-03-31

Filed2026-05-15

IJS

ISHARES TR

-18.73%

Shares63.6K

Event2026-03-31

Filed2026-05-15

SCZ

ISHARES TR

-4.84%

Shares95.9K

Event2026-03-31

Filed2026-05-15

RGLD

ROYAL GOLD INC

1.08%

Shares29.5K

Event2026-03-31

Filed2026-05-15

CPRT

COPART INC

362.52%

Shares224.8K

Event2026-03-31

Filed2026-05-15

INTERNATIONAL PAPER CO

1.35%

Shares208.8K

Event2026-03-31

Filed2026-05-15

SHM

SPDR SERIES TRUST

24.19%

Shares155.4K

Event2026-03-31

Filed2026-05-15

EOG

EOG RES INC

75.22%

Shares51.2K

Event2026-03-31

Filed2026-05-15

CMI

CUMMINS INC

16.34%

Shares13.7K

Event2026-03-31

Filed2026-05-15

VHT

VANGUARD WORLD FD

-8.78%

Shares27.0K

Event2026-03-31

Filed2026-05-15

ORLY

OREILLY AUTOMOTIVE INC

753.44%

Shares77.9K

Event2026-03-31

Filed2026-05-15

BMO

BANK MONTREAL MEDIUM

0.46%

Shares52.9K

Event2026-03-31

Filed2026-05-15

BXSL

BLACKSTONE SECD LENDING FD

326.20%

Shares299.1K

Event2026-03-31

Filed2026-05-15

KHC

KRAFT HEINZ CO

1.64%

Shares314.9K

Event2026-03-31

Filed2026-05-15

SCHE

SCHWAB STRATEGIC TR

6.21%

Shares214.6K

Event2026-03-31

Filed2026-05-15

GUNR

FLEXSHARES TR

29.59%

Shares127.6K

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COMPANIES INC

4.99%

Shares24.0K

Event2026-03-31

Filed2026-05-15

DDOG

DATADOG INC

1239.87%

Shares59.0K

Event2026-03-31

Filed2026-05-15

LULU

LULULEMON ATHLETICA INC

356.90%

Shares45.2K

Event2026-03-31

Filed2026-05-15

INCY

INCYTE CORP

New

Shares73.3K

Event2026-03-31

Filed2026-05-15

USB

US BANCORP

85.95%

Shares132.1K

Event2026-03-31

Filed2026-05-15

SCHO

SCHWAB STRATEGIC TR

72.67%

Shares282.4K

Event2026-03-31

Filed2026-05-15

JXN

JACKSON FINANCIAL INC

8.25%

Shares64.4K

Event2026-03-31

Filed2026-05-15

NHI

NATIONAL HEALTH INVS INC

New

Shares83.9K

Event2026-03-31

Filed2026-05-15

CEF

SPROTT ASSET MANAGEMENT LP

15.93%

Shares141.3K

Event2026-03-31

Filed2026-05-15

FNDF

SCHWAB STRATEGIC TR

21.44%

Shares137.7K

Event2026-03-31

Filed2026-05-15

SHOP

SHOPIFY INC

17.00%

Shares56.3K

Event2026-03-31

Filed2026-05-15

DECK

DECKERS OUTDOOR CORP

347.36%

Shares66.5K

Event2026-03-31

Filed2026-05-15

SPHQ

INVESCO EXCHANGE TRADED FD T

180.96%

Shares88.4K

Event2026-03-31

Filed2026-05-15

IXUS

ISHARES TR

133.86%

Shares76.6K

Event2026-03-31

Filed2026-05-15

SNA

SNAP ON INC

2629.54%

Shares18.2K

Event2026-03-31

Filed2026-05-15

NKE

NIKE INC

72.51%

Shares125.1K

Event2026-03-31

Filed2026-05-15

PMAY

INNOVATOR ETFS TRUST

27.79%

Shares164.4K

Event2026-03-31

Filed2026-05-15

LINDE PLC

109.17%

Shares13.2K

Event2026-03-31

Filed2026-05-15

PAAS

PAN AMERN SILVER CORP

28.14%

Shares118.9K

Event2026-03-31

Filed2026-05-15

VWOB

VANGUARD WHITEHALL FDS

9.44%

Shares98.1K

Event2026-03-31

Filed2026-05-15

CSX

CSX CORP

41.37%

Shares156.9K

Event2026-03-31

Filed2026-05-15

NUMV

NUSHARES ETF TR

5.52%

Shares165.8K

Event2026-03-31

Filed2026-05-15

VDE

VANGUARD WORLD FD

0.94%

Shares37.1K

Event2026-03-31

Filed2026-05-15

PNC

PNC FINL SVCS GROUP INC

93.68%

Shares30.9K

Event2026-03-31

Filed2026-05-15

DUSB

DIMENSIONAL ETF TRUST

70.27%

Shares126.5K

Event2026-03-31

Filed2026-05-15

IWO

ISHARES TR

10.00%

Shares20.4K

Event2026-03-31

Filed2026-05-15

COHERENT CORP

6.12%

Shares26.8K

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

54.67%

Shares38.8K

Event2026-03-31

Filed2026-05-15

NBET

NEUBERGER BERMAN ETF TRUST

2.04%

Shares155.1K

Event2026-03-31

Filed2026-05-15

HYD

VANECK ETF TRUST

20.66%

Shares124.4K

Event2026-03-31

Filed2026-05-15

IBDU

ISHARES TR

16.34%

Shares267.3K

Event2026-03-31

Filed2026-05-15

SHY

ISHARES TR

51.64%

Shares75.2K

Event2026-03-31

Filed2026-05-15

ISCF

ISHARES TR

36.71%

Shares148.5K

Event2026-03-31

Filed2026-05-15

PYLD

PIMCO ETF TR

19.47%

Shares236.5K

Event2026-03-31

Filed2026-05-15

PJUN

INNOVATOR ETFS TRUST

50.31%

Shares145.5K

Event2026-03-31

Filed2026-05-15

PGR

PROGRESSIVE CORP

257.37%

Shares30.5K

Event2026-03-31

Filed2026-05-15

XJH

ISHARES TR

New

Shares132.8K

Event2026-03-31

Filed2026-05-15

URI

UNITED RENTALS INC

538.78%

Shares8.3K

Event2026-03-31

Filed2026-05-15

ITA

ISHARES TR

274.51%

Shares27.4K

Event2026-03-31

Filed2026-05-15

TAFM

AB ACTIVE ETFS INC

58.86%

Shares237.1K

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

29.18%

Shares9.7K

Event2026-03-31

Filed2026-05-15

FCX

FREEPORT MCMORAN INC

22.12%

Shares101.6K

Event2026-03-31

Filed2026-05-15

WBD

WARNER BROS DISCOVERY INC

3.82%

Shares217.3K

Event2026-03-31

Filed2026-05-15

IDV

ISHARES TR

103.51%

Shares139.6K

Event2026-03-31

Filed2026-05-15

WSM

WILLIAMS SONOMA INC

2.80%

Shares32.6K

Event2026-03-31

Filed2026-05-15

XME

SPDR SERIES TRUST

-6.92%

Shares54.9K

Event2026-03-31

Filed2026-05-15

SOXX

ISHARES TR

24.07%

Shares18.0K

Event2026-03-31

Filed2026-05-15

GII

SPDR INDEX SHS FDS

41.55%

Shares77.4K

Event2026-03-31

Filed2026-05-15

PFF

ISHARES TR

9.67%

Shares192.5K

Event2026-03-31

Filed2026-05-15

LHX

L3HARRIS TECHNOLOGIES INC

29.20%

Shares16.8K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

126.11%

Shares12.6K

Event2026-03-31

Filed2026-05-15

UNILEVER PLC

33.79%

Shares101.5K

Event2026-03-31

Filed2026-05-15

CIBR

FIRST TR EXCHANGE-TRADED FD

-39.51%

Shares90.8K

Event2026-03-31

Filed2026-05-15

PMAR

INNOVATOR ETFS TRUST

88.45%

Shares127.2K

Event2026-03-31

Filed2026-05-15

VPU

VANGUARD WORLD FD

6.95%

Shares28.2K

Event2026-03-31

Filed2026-05-15

DFSI

DIMENSIONAL ETF TRUST

10.42%

Shares131.8K

Event2026-03-31

Filed2026-05-15

IBIT

ISHARES BITCOIN TRUST ETF

-25.08%

Shares145.2K

Event2026-03-31

Filed2026-05-15

TGT

TARGET CORP

-2.77%

Shares46.0K

Event2026-03-31

Filed2026-05-15

CDW

CDW CORP

New

Shares45.8K

Event2026-03-31

Filed2026-05-15

IWP

ISHARES TR

24.19%

Shares43.2K

Event2026-03-31

Filed2026-05-15

QQQE

DIREXION SHARES ETF TRUST

2.50%

Shares55.1K

Event2026-03-31

Filed2026-05-15

BROOKFIELD CORP

163.24%

Shares133.4K

Event2026-03-31

Filed2026-05-15

SEIQ

SEI EXCHANGE TRADED FUNDS

5.26%

Shares147.8K

Event2026-03-31

Filed2026-05-15

BSCS

INVESCO EXCH TRD SLF IDX FD

141.60%

Shares262.8K

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

66.12%

Shares4.0K

Event2026-03-31

Filed2026-05-15

USXF

ISHARES TR

175.27%

Shares95.9K

Event2026-03-31

Filed2026-05-15

BSCR

INVESCO EXCH TRD SLF IDX FD

145.45%

Shares267.7K

Event2026-03-31

Filed2026-05-15

SPTM

SPDR SERIES TRUST

5.36%

Shares66.0K

Event2026-03-31

Filed2026-05-15

SPMO

INVESCO EXCH TRADED FD TR II

116.84%

Shares46.4K

Event2026-03-31

Filed2026-05-15

YUM

YUM BRANDS INC

27.43%

Shares33.5K

Event2026-03-31

Filed2026-05-15

CANADIAN PACIFIC KANSAS CITY

81.90%

Shares65.8K

Event2026-03-31

Filed2026-05-15

MARVELL TECHNOLOGY INC

12.41%

Shares52.3K

Event2026-03-31

Filed2026-05-15

BOXX

EA SERIES TRUST

-4.14%

Shares44.2K

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

28.95%

Shares17.9K

Event2026-03-31

Filed2026-05-15

MOAT

VANECK ETF TRUST

1.15%

Shares53.0K

Event2026-03-31

Filed2026-05-15

ZALT

INNOVATOR ETFS TRUST

New

Shares157.1K

Event2026-03-31

Filed2026-05-15

GDXJ

VANECK ETF TRUST

-5.85%

Shares42.3K

Event2026-03-31

Filed2026-05-15

ROP

ROPER TECHNOLOGIES INC

238.58%

Shares14.3K

Event2026-03-31

Filed2026-05-15

ITW

ILLINOIS TOOL WKS INC

17.95%

Shares19.4K

Event2026-03-31

Filed2026-05-15

IXC

ISHARES TR

-10.54%

Shares87.1K

Event2026-03-31

Filed2026-05-15

BUFF

INNOVATOR ETFS TRUST

341.30%

Shares101.2K

Event2026-03-31

Filed2026-05-15

TOTALENERGIES SE

87.39%

Shares54.9K

Event2026-03-31

Filed2026-05-15

AFL

AFLAC INC

20.20%

Shares45.4K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC

65.34%

Shares15.6K

Event2026-03-31

Filed2026-05-15

NUSC

NUSHARES ETF TR

5.58%

Shares109.7K

Event2026-03-31

Filed2026-05-15

AEP

AMERICAN ELEC PWR CO INC

73.98%

Shares37.6K

Event2026-03-31

Filed2026-05-15

FLTR

VANECK ETF TRUST

-31.91%

Shares193.5K

Event2026-03-31

Filed2026-05-15

SPTS

SPDR SERIES TRUST

5.49%

Shares167.7K

Event2026-03-31

Filed2026-05-15

CTVA

CORTEVA INC

146.95%

Shares58.0K

Event2026-03-31

Filed2026-05-15

OEF

ISHARES TR

14.78%

Shares15.2K

Event2026-03-31

Filed2026-05-15

LUV

SOUTHWEST AIRLS CO

20.94%

Shares128.4K

Event2026-03-31

Filed2026-05-15

VUSB

VANGUARD BD INDEX FDS

8.46%

Shares96.2K

Event2026-03-31

Filed2026-05-15

VOOG

VANGUARD ADMIRAL FDS INC

22.37%

Shares11.7K

Event2026-03-31

Filed2026-05-15

SHEL

SHELL PLC

59.70%

Shares50.7K

Event2026-03-31

Filed2026-05-15

AVDV

AMERICAN CENTY ETF TR

11.75%

Shares47.2K

Event2026-03-31

Filed2026-05-15

HYMB

SPDR SERIES TRUST

10.15%

Shares189.9K

Event2026-03-31

Filed2026-05-15

BOND

PIMCO ETF TR

2.32%

Shares51.0K

Event2026-03-31

Filed2026-05-15

ECG

EVERUS CONSTR GROUP

-72.53%

Shares39.8K

Event2026-03-31

Filed2026-05-15

JPIB

J P MORGAN EXCHANGE TRADED F

6.42%

Shares98.2K

Event2026-03-31

Filed2026-05-15

XLRE

SELECT SECTOR SPDR TR

2.98%

Shares114.7K

Event2026-03-31

Filed2026-05-15

XBI

SPDR SERIES TRUST

2.98%

Shares36.6K

Event2026-03-31

Filed2026-05-15

DFSB

DIMENSIONAL ETF TRUST

96.01%

Shares88.9K

Event2026-03-31

Filed2026-05-15

VIGI

VANGUARD WHITEHALL FDS

-3.43%

Shares50.9K

Event2026-03-31

Filed2026-05-15

MCHP

MICROCHIP TECHNOLOGY INC.

44.07%

Shares69.7K

Event2026-03-31

Filed2026-05-15

ASTRAZENECA PLC

New

Shares22.7K

Event2026-03-31

Filed2026-05-15

FNDX

SCHWAB STRATEGIC TR

36.30%

Shares159.3K

Event2026-03-31

Filed2026-05-15

VOOV

VANGUARD ADMIRAL FDS INC

-15.32%

Shares21.7K

Event2026-03-31

Filed2026-05-15

WPC

WP CAREY INC

8.48%

Shares64.6K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

GEV Call CallGE VERNOVA INC5.5K shares14.58%2026-03-312026-05-15

ALPHABET INC Call CallALPHABET INC11.0K shares-21.43%2026-03-312026-05-15

AEM Call CallAGNICO EAGLE MINES LTD15.4K shares0.00%2026-03-312026-05-15

SPY Call CallSTATE STR SPDR S&P 500 ETF T2.8K sharesnew addition2026-03-312026-05-15

GDX Call CallVANECK ETF TRUST16.7K shares-5.65%2026-03-312026-05-15

GDXJ Call CallVANECK ETF TRUST12.7K shares0.00%2026-03-312026-05-15

ASML Call CallASML HLDG NV1.0K shares0.00%2026-03-312026-05-15

AGI Call CallALAMOS GOLD INC27.7K shares-8.28%2026-03-312026-05-15

TAN Call CallINVESCO EXCH TRADED FD TR II22.0K shares0.00%2026-03-312026-05-15

WPM Call CallWHEATON PRECIOUS METALS CORP7.7K shares0.00%2026-03-312026-05-15

PAAS Call CallPAN AMERN SILVER CORP17.7K shares0.00%2026-03-312026-05-15

UNH Call CallUNITEDHEALTH GROUP INC3.0K sharesnew addition2026-03-312026-05-15

HL Call CallHECLA MINING COMPANY37.7K shares18.93%2026-03-312026-05-15

SIL Call CallGLOBAL X FDS7.7K shares14.93%2026-03-312026-05-15

RGLD Call CallROYAL GOLD INC2.7K shares0.00%2026-03-312026-05-15

TSLA Call CallTESLA INC1.5K shares0.00%2026-03-312026-05-15

NEM Call CallNEWMONT CORP4.7K shares0.00%2026-03-312026-05-15

HMY Call CallHARMONY GOLD MNG LTD27.7K shares0.00%2026-03-312026-05-15

COIN Call CallCOINBASE GLOBAL INC2.2K sharesnew addition2026-03-312026-05-15

AG Call CallFIRST MAJESTIC SILVER CORP17.7K shares29.20%2026-03-312026-05-15

BTG Call CallB2GOLD CORP77.7K shares106.10%2026-03-312026-05-15

BARRICK MNG CORP Call CallBARRICK MNG CORP7.7K shares-50.00%2026-03-312026-05-15

ARKG Call CallARK ETF TR11.1K shares0.00%2026-03-312026-05-15

SILJ Call CallAMPLIFY ETF TR8.7K sharesnew addition2026-03-312026-05-15

WSM Call CallWILLIAMS SONOMA INC1.1K shares0.00%2026-03-312026-05-15

OSCR Call CallOSCAR HEALTH INC13.5K sharesnew addition2026-03-312026-05-15

BE Call CallBLOOM ENERGY CORP1.1K sharesnew addition2026-03-312026-05-15

PCT Call CallPURECYCLE TECHNOLOGIES INC28.0K shares-6.67%2026-03-312026-05-15

ACMR Call CallACM RESH INC2.0K sharesnew addition2026-03-312026-05-15

SNOW Call CallSNOWFLAKE INC200 sharesnew addition2026-03-312026-05-15

ORCL Call CallORACLE CORP100 shares0.00%2026-03-312026-05-15

GEV Call

GE VERNOVA INC

14.58%

Shares5.5K

Event2026-03-31

Filed2026-05-15

ALPHABET INC Call

ALPHABET INC

-21.43%

Shares11.0K

Event2026-03-31

Filed2026-05-15

AEM Call

AGNICO EAGLE MINES LTD

0.00%

Shares15.4K

Event2026-03-31

Filed2026-05-15

SPY Call

STATE STR SPDR S&P 500 ETF T

New

Shares2.8K

Event2026-03-31

Filed2026-05-15

GDX Call

VANECK ETF TRUST

-5.65%

Shares16.7K

Event2026-03-31

Filed2026-05-15

GDXJ Call

VANECK ETF TRUST

0.00%

Shares12.7K

Event2026-03-31

Filed2026-05-15

ASML Call

ASML HLDG NV

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-15

AGI Call

ALAMOS GOLD INC

-8.28%

Shares27.7K

Event2026-03-31

Filed2026-05-15

TAN Call

INVESCO EXCH TRADED FD TR II

0.00%

Shares22.0K

Event2026-03-31

Filed2026-05-15

WPM Call

WHEATON PRECIOUS METALS CORP

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-15

PAAS Call

PAN AMERN SILVER CORP

0.00%

Shares17.7K

Event2026-03-31

Filed2026-05-15

UNH Call

UNITEDHEALTH GROUP INC

New

Shares3.0K

Event2026-03-31

Filed2026-05-15

HL Call

HECLA MINING COMPANY

18.93%

Shares37.7K

Event2026-03-31

Filed2026-05-15

SIL Call

GLOBAL X FDS

14.93%

Shares7.7K

Event2026-03-31

Filed2026-05-15

RGLD Call

ROYAL GOLD INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-15

TSLA Call

TESLA INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-15

NEM Call

NEWMONT CORP

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-15

HMY Call

HARMONY GOLD MNG LTD

0.00%

Shares27.7K

Event2026-03-31

Filed2026-05-15

COIN Call

COINBASE GLOBAL INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-15

AG Call

FIRST MAJESTIC SILVER CORP

29.20%

Shares17.7K

Event2026-03-31

Filed2026-05-15

BTG Call

B2GOLD CORP

106.10%

Shares77.7K

Event2026-03-31

Filed2026-05-15

BARRICK MNG CORP Call

BARRICK MNG CORP

-50.00%

Shares7.7K

Event2026-03-31

Filed2026-05-15

ARKG Call

ARK ETF TR

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-15

SILJ Call

AMPLIFY ETF TR

New

Shares8.7K

Event2026-03-31

Filed2026-05-15

WSM Call

WILLIAMS SONOMA INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

OSCR Call

OSCAR HEALTH INC

New

Shares13.5K

Event2026-03-31

Filed2026-05-15

BE Call

BLOOM ENERGY CORP

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

PCT Call

PURECYCLE TECHNOLOGIES INC

-6.67%

Shares28.0K

Event2026-03-31

Filed2026-05-15

ACMR Call

ACM RESH INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

SNOW Call

SNOWFLAKE INC

New

Shares200

Event2026-03-31

Filed2026-05-15

ORCL Call

ORACLE CORP

0.00%

Shares100

Event2026-03-31

Filed2026-05-15

Put Option Holdings

BARRICK MNG CORP Put PutBARRICK MNG CORP125.0K sharesnew addition2026-03-312026-05-15

ALK Put PutALASKA AIR GROUP INC130.0K sharesnew addition2026-03-312026-05-15

PFE Put PutPFIZER INC126.3K shares2115.79%2026-03-312026-05-15

ALPHABET INC Put PutALPHABET INC12.0K sharesnew addition2026-03-312026-05-15

WES Put PutWESTERN MIDSTREAM PARTNERS L45.0K sharesnew addition2026-03-312026-05-15

RIOT Put PutRIOT PLATFORMS INC138.0K sharesnew addition2026-03-312026-05-15

DRAFTKINGS INC NEW Put PutDRAFTKINGS INC NEW65.0K sharesnew addition2026-03-312026-05-15

F Put PutFORD MTR CO85.0K sharesnew addition2026-03-312026-05-15

BABA Put PutALIBABA GROUP HLDG LTD7.0K sharesnew addition2026-03-312026-05-15

MELI Put PutMERCADOLIBRE INC500 sharesnew addition2026-03-312026-05-15

UPRO Put PutPROSHARES TR5.7K shares0.00%2026-03-312026-05-15

TQQQ Put PutPROSHARES TR11.4K shares0.00%2026-03-312026-05-15

DRI Put PutDARDEN RESTAURANTS INC2.0K sharesnew addition2026-03-312026-05-15

NVDA Put PutNVIDIA CORPORATION1.7K shares0.00%2026-03-312026-05-15

CPB Put PutTHE CAMPBELLS COMPANY12.5K sharesnew addition2026-03-312026-05-15

LLY Put PutELI LILLY & CO300 shares-25.00%2026-03-312026-05-15

ALPHABET INC Put PutALPHABET INC700 shares0.00%2026-03-312026-05-15

PBR Put PutPETROLEO BRASILEIRO S A9.0K sharesnew addition2026-03-312026-05-15

IBIT Put PutISHARES BITCOIN TRUST ETF1.1K shares57.14%2026-03-312026-05-15

BARRICK MNG CORP Put

BARRICK MNG CORP

New

Shares125.0K

Event2026-03-31

Filed2026-05-15

ALK Put

ALASKA AIR GROUP INC

New

Shares130.0K

Event2026-03-31

Filed2026-05-15

PFE Put

PFIZER INC

2115.79%

Shares126.3K

Event2026-03-31

Filed2026-05-15

ALPHABET INC Put

ALPHABET INC

New

Shares12.0K

Event2026-03-31

Filed2026-05-15

WES Put

WESTERN MIDSTREAM PARTNERS L

New

Shares45.0K

Event2026-03-31

Filed2026-05-15

RIOT Put

RIOT PLATFORMS INC

New

Shares138.0K

Event2026-03-31

Filed2026-05-15

DRAFTKINGS INC NEW Put

DRAFTKINGS INC NEW

New

Shares65.0K

Event2026-03-31

Filed2026-05-15

F Put

FORD MTR CO

New

Shares85.0K

Event2026-03-31

Filed2026-05-15

BABA Put

ALIBABA GROUP HLDG LTD

New

Shares7.0K

Event2026-03-31

Filed2026-05-15

MELI Put

MERCADOLIBRE INC

New

Shares500

Event2026-03-31

Filed2026-05-15

UPRO Put

PROSHARES TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-15

TQQQ Put

PROSHARES TR

0.00%

Shares11.4K

Event2026-03-31

Filed2026-05-15

DRI Put

DARDEN RESTAURANTS INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

NVDA Put

NVIDIA CORPORATION

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-15

CPB Put

THE CAMPBELLS COMPANY

New

Shares12.5K

Event2026-03-31

Filed2026-05-15

LLY Put

ELI LILLY & CO

-25.00%

Shares300

Event2026-03-31

Filed2026-05-15

ALPHABET INC Put

ALPHABET INC

0.00%

Shares700

Event2026-03-31

Filed2026-05-15

PBR Put

PETROLEO BRASILEIRO S A

New

Shares9.0K

Event2026-03-31

Filed2026-05-15

IBIT Put

ISHARES BITCOIN TRUST ETF

57.14%

Shares1.1K

Event2026-03-31

Filed2026-05-15