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The Analysis of Betterment LLC's Holdings & P&L

Currently, Betterment LLC holds 615 types of securities in its portfolio with a total value $52.8M. In the most recent quarter, they have increased their positions in SPYM (+8.0M shares, valued at $615.5K), JCPB (+6.1M shares, valued at $288.5K), SCHX (+10.5M shares, valued at $268.0K); decreased their positions in AGG (-2.4M shares, valued at $233.3K), VTI (-644.9K shares, valued at $206.9K), SPMD (-951.9K shares, valued at $56.4K); initiated new positions in VPLS (+176.6K shares, valued at $13.7K), CGBL (+330.2K shares, valued at $11.4K), BTC (+272.7K shares, valued at $8.2K).

1M P&L

+381.8M+0.66%

3M P&L

+1.7B+2.95%

HY P&L

+2.1B+3.76%

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/A52.7M

99.9%

2Consumer Electronics9.1K

0.0%

3Semiconductors8.8K

0.0%

Top Industries by Stock Count

1N/A550 stocks

89.6%

2Semiconductors6 stocks

1.0%

3Credit Services4 stocks

0.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX MANAGED INTL FD137.9M shares-0.47%2026-03-312026-05-14

VTI VANGUARD INDEX FDS24.5M shares-2.56%2026-03-312026-05-14

SPYM SPDR State Street Global Advisors91.6M shares9.62%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F53.4M shares-0.67%2026-03-312026-05-14

AGG ISHARES TR23.9M shares-8.95%2026-03-312026-05-14

MUB ISHARES TR19.6M shares3.13%2026-03-312026-05-14

ITOT ISHARES TR10.6M shares-0.59%2026-03-312026-05-14

SPMD SPDR State Street Global Advisors20.2M shares-4.50%2026-03-312026-05-14

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VTV VANGUARD INDEX FDS4.9M shares-2.20%2026-03-312026-05-14

BNDX VANGUARD CHARLOTTE FDS19.4M shares-0.81%2026-03-312026-05-14

SPSM SPDR State Street Global Advisors19.0M shares1.39%2026-03-312026-05-14

IEFA ISHARES TR9.3M shares-3.60%2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR28.6M shares57.58%2026-03-312026-05-14

GSLC Goldman Sachs5.8M shares-3.94%2026-03-312026-05-14

JPST JP Morgan13.7M shares3.57%2026-03-312026-05-14

VOE VANGUARD INDEX FDS3.7M shares-4.66%2026-03-312026-05-14

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VBR VANGUARD INDEX FDS2.9M shares-3.40%2026-03-312026-05-14

GBIL Goldman Sachs6.1M shares4.04%2026-03-312026-05-14

ESGU iShares4.0M shares2.99%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR21.2M shares-2.98%2026-03-312026-05-14

TFI SPDR SERIES TRUST11.6M shares-4.48%2026-03-312026-05-14

EMB ISHARES TR5.4M shares-9.18%2026-03-312026-05-14

STIP iShares4.5M shares2.65%2026-03-312026-05-14

SCHB SCHWAB STRATEGIC TR15.7M shares-2.71%2026-03-312026-05-14

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IEMG ISHARES INC5.7M shares-4.38%2026-03-312026-05-14

SPDW SPDR State Street Global Advisors8.3M shares11.49%2026-03-312026-05-14

ESGD iShares3.9M shares-0.71%2026-03-312026-05-14

VWOB VANGUARD WHITEHALL FDS INC5.7M shares22.33%2026-03-312026-05-14

VTEB VANGUARD BD INDEX FD INC6.9M shares3.31%2026-03-312026-05-14

JCPB J P MORGAN EXCHANGE TRADED6.2M shares5692.08%2026-03-312026-05-14

CRBN iShares1.3M shares-0.18%2026-03-312026-05-14

VOO VANGUARD INDEX FDS382.4K shares22.37%2026-03-312026-05-14

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IWS ISHARES TR1.5M shares-4.63%2026-03-312026-05-14

ESGE iShares3.2M shares-2.21%2026-03-312026-05-14

GSIE Goldman Sachs3.3M shares6.29%2026-03-312026-05-14

VUG VANGUARD INDEX FDS321.8K shares2.20%2026-03-312026-05-14

DFAC Dimensional3.4M shares4.76%2026-03-312026-05-14

IWN ISHARES TR672.5K shares-3.36%2026-03-312026-05-14

SPYV SPDR State Street Global Advisors2.2M shares-3.59%2026-03-312026-05-14

VOTE Engine No. 11.6M shares2.72%2026-03-312026-05-14

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SCHV SCHWAB STRATEGIC TR4.0M shares-2.83%2026-03-312026-05-14

BND VANGUARD BD INDEX FD INC1.6M shares-6.77%2026-03-312026-05-14

IAGG ISHARES TR2.2M shares22.24%2026-03-312026-05-14

SPYX SPDR State Street Global Advisors2.0M shares1.61%2026-03-312026-05-14

SPEM SPDR State Street Global Advisors2.1M shares21.65%2026-03-312026-05-14

IVV ISHARES TR146.8K shares3.51%2026-03-312026-05-14

GEM Goldman Sachs2.1M shares-4.75%2026-03-312026-05-14

KOMP State Street Global Advisors Inc1.5M shares-0.67%2026-03-312026-05-14

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JMSI JP Morgan Investment Management Inc1.7M shares6.37%2026-03-312026-05-14

ESML BlackRock Fund Advisors1.8M shares0.33%2026-03-312026-05-14

GSEU Goldman Sachs1.8M shares-6.98%2026-03-312026-05-14

EAGG iShares1.7M shares0.71%2026-03-312026-05-14

IVE ISHARES TR357.5K shares-3.31%2026-03-312026-05-14

VO VANGUARD INDEX FDS258.0K shares0.18%2026-03-312026-05-14

VTIP VANGUARD MALVERN FDS1.5M shares-5.81%2026-03-312026-05-14

SHV ISHARES TR651.8K shares-7.69%2026-03-312026-05-14

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EFAX SPDR State Street Global Advisors1.4M shares-0.27%2026-03-312026-05-14

USHY ISHARES1.9M shares6.18%2026-03-312026-05-14

IGEB ISHARES TR1.5M shares6.50%2026-03-312026-05-14

ESGV VANGUARD605.1K shares13.37%2026-03-312026-05-14

BGRN iShares1.4M shares2.64%2026-03-312026-05-14

FWD AllianceBernstein LP576.7K shares6.65%2026-03-312026-05-14

VB VANGUARD INDEX FDS230.8K shares0.70%2026-03-312026-05-14

GSSC Goldman Sachs763.1K shares-3.69%2026-03-312026-05-14

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DFIC Dimensional Fund Advisors LP1.6M shares1.30%2026-03-312026-05-14

GSJY Goldman Sachs1.1M shares5.35%2026-03-312026-05-14

SCHA SCHWAB STRATEGIC TR1.8M shares8.44%2026-03-312026-05-14

DFCF Dimensional Fund Advisors LP1.3M shares6.53%2026-03-312026-05-14

BSV VANGUARD BD INDEX FD INC628.3K shares2.26%2026-03-312026-05-14

GMUB Goldman Sachs Asset Management LP937.8K shares12.74%2026-03-312026-05-14

QQQM INVESCO EXCH TRADED FD TR201.0K shares15.49%2026-03-312026-05-14

VV Vanguard158.0K shares46.41%2026-03-312026-05-14

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IBIT BlackRock Fund Advisors1.1M shares-4.55%2026-03-312026-05-14

GCOR Goldman Sachs1.1M shares3.09%2026-03-312026-05-14

DSI iShares349.7K shares-5.07%2026-03-312026-05-14

GTIP Goldman Sachs856.1K shares13.10%2026-03-312026-05-14

QQQ Invesco66.6K shares-3.63%2026-03-312026-05-14

SUSA iShares279.7K shares-2.77%2026-03-312026-05-14

SHYG iShares873.3K shares5.50%2026-03-312026-05-14

SUSC ISHARES1.6M shares-0.55%2026-03-312026-05-14

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VIG VANGUARD SPECIALIZED PORTFOL159.1K shares-0.54%2026-03-312026-05-14

VXUS VANGUARD STAR FD435.4K shares13.75%2026-03-312026-05-14

DFEM Dimensional Fund Advisors LP925.5K shares4.01%2026-03-312026-05-14

BINC BlackRock Fund Advisors603.7K shares7.51%2026-03-312026-05-14

DFAI Dimensional Fund Advisors757.2K shares-6.71%2026-03-312026-05-14

DFLV Dimensional Fund Advisors LP811.2K shares9.52%2026-03-312026-05-14

GEMD Goldman Sachs Asset Management LP632.7K shares5.20%2026-03-312026-05-14

EEMX SPDR State Street Global Advisors585.7K shares-2.93%2026-03-312026-05-14

Sponsored

BNDW Vanguard Total World Bond ETF371.9K shares2.91%2026-03-312026-05-14

GIGB Goldman Sachs552.5K shares-13.48%2026-03-312026-05-14

DFAU Dimensional Fund Advisors558.3K shares-7.67%2026-03-312026-05-14

DCOR Dimensional Fund Advisors LP343.1K shares0.22%2026-03-312026-05-14

JUST GOLDMAN SACHS ETF TR266.3K shares5.58%2026-03-312026-05-14

BIV VANGUARD BD INDEX FD INC309.9K shares1.89%2026-03-312026-05-14

VOT Vanguard90.6K shares4.85%2026-03-312026-05-14

DFAT Dimensional366.7K shares2.62%2026-03-312026-05-14

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COMB GraniteShares788.0K shares19.28%2026-03-312026-05-14

TFLO iShares406.9K shares4.03%2026-03-312026-05-14

SGOV Western Asset Management Co204.1K shares33.33%2026-03-312026-05-14

SUB iShares186.8K shares-6.31%2026-03-312026-05-14

AVUV Avantis179.1K shares2.11%2026-03-312026-05-14

QUAL iShares103.1K shares608.20%2026-03-312026-05-14

USDX Summit Global Investments LLC753.2K shares1.02%2026-03-312026-05-14

VGLT VANGUARD BD INDEX FD INC345.3K shares2.62%2026-03-312026-05-14

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USIG ISHARES TR361.8K shares4.54%2026-03-312026-05-14

CLOA BlackRock Fund Advisors348.4K shares7.49%2026-03-312026-05-14

QLTA iShares377.2K shares9.52%2026-03-312026-05-14

SCHH SCHWAB STRATEGIC TR795.7K shares3.45%2026-03-312026-05-14

HYDB ISHARES TR364.7K shares5.76%2026-03-312026-05-14

IEF ISHARES TR168.0K shares10.66%2026-03-312026-05-14

DFSV Dimensional Fund Advisors LP447.7K shares2.93%2026-03-312026-05-14

LQD ISHARES TR143.2K shares-9.77%2026-03-312026-05-14

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IGSB ISHARES TR288.6K shares4.08%2026-03-312026-05-14

DISV Dimensional Fund Advisors LP376.0K shares3.96%2026-03-312026-05-14

VMBS VANGUARD BD INDEX FD INC312.7K shares-0.07%2026-03-312026-05-14

SHM SPDR State Street Global Advisors306.3K shares-5.79%2026-03-312026-05-14

IGLB ISHARES TR290.8K shares5.54%2026-03-312026-05-14

SPY SPDR S&P 500 ETF TR22.1K shares13.81%2026-03-312026-05-14

BLV VANGUARD BD INDEX FD INC208.3K shares-0.33%2026-03-312026-05-14

CMF ISHARES TR242.1K shares4.65%2026-03-312026-05-14

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VPLS VANGUARD MALVERN FDS176.6K sharesnew addition2026-03-312026-05-14

DFUS Dimensional192.3K shares1.50%2026-03-312026-05-14

VOOG VANGUARD INDEX FDS33.4K shares14.87%2026-03-312026-05-14

IEUR iShares192.0K shares-6.43%2026-03-312026-05-14

DFAX Dimensional Fund Advisors LP373.6K shares0.41%2026-03-312026-05-14

GMOM CAMBRIA ETF TR334.5K shares-7.57%2026-03-312026-05-14

VNQI VANGUARD INTL EQUITY INDEX F258.2K shares-3.24%2026-03-312026-05-14

CGBL CAPITAL GROUP CORE BALANCED330.2K sharesnew addition2026-03-312026-05-14

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SCHG SCHWAB STRATEGIC TR379.9K shares56.66%2026-03-312026-05-14

HYLB XTRACKERS305.9K shares-6.19%2026-03-312026-05-14

DFSD Dimensional Fund Advisors LP230.3K shares5.41%2026-03-312026-05-14

DFSU Dimensional Fund Advisors LP261.7K shares3.40%2026-03-312026-05-14

VIGI Vanguard120.8K shares-0.38%2026-03-312026-05-14

DFAE Dimensional Fund Advisors305.7K shares-5.05%2026-03-312026-05-14

VOOV VANGUARD INDEX FDS50.6K shares7.80%2026-03-312026-05-14

ETHA BlackRock Fund Advisors650.1K shares-27.12%2026-03-312026-05-14

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TLT ISHARES TR115.1K shares5.71%2026-03-312026-05-14

IUSB iShares208.4K shares21.36%2026-03-312026-05-14

DGCB Dimensional Fund Advisors LP176.6K shares7.67%2026-03-312026-05-14

JQUA J P MORGAN EXCHANGE TRADED149.8K shares1442.65%2026-03-312026-05-14

AAPL N/A35.9K shares10.29%2026-03-312026-05-14

DFAR Dimensional Fund Advisors LP381.7K shares7.69%2026-03-312026-05-14

AVDV AVANTIS INTL89.1K shares-2.73%2026-03-312026-05-14

SHY ISHARES TR107.6K shares8.44%2026-03-312026-05-14

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XT iShares127.2K shares27.99%2026-03-312026-05-14

NYF ISHARES TR161.3K shares3.27%2026-03-312026-05-14

DFGP Dimensional Fund Advisors LP156.2K shares10.11%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR271.2K shares76.89%2026-03-312026-05-14

DFEV Dimensional Fund Advisors LP231.2K shares2.86%2026-03-312026-05-14

DUHP Dimensional Fund Advisors LP224.4K shares6.13%2026-03-312026-05-14

BTC GRAYSCALE BITCOIN MINI TR ET272.7K sharesnew addition2026-03-312026-05-14

AVUS AMERICAN CENTY ETF TR71.4K shares1.72%2026-03-312026-05-14

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EWJ iShares93.2K shares29.35%2026-03-312026-05-14

IGIB ISHARES TR137.3K shares-6.64%2026-03-312026-05-14

FLOT iShares141.6K shares2.01%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS81.1K shares0.19%2026-03-312026-05-14

XSOE WisdomTree176.9K shares-5.69%2026-03-312026-05-14

VT Vanguard48.9K shares-5.17%2026-03-312026-05-14

VGSH Vanguard114.7K shares36.95%2026-03-312026-05-14

GLD SPDR GOLD TRUST15.4K shares21.64%2026-03-312026-05-14

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GSST GOLDMAN SACHS ETF TR122.1K shares12.97%2026-03-312026-05-14

VBK Vanguard20.3K shares4.54%2026-03-312026-05-14

IJR ISHARES TR46.9K shares14.86%2026-03-312026-05-14

MBB ISHARES TR61.3K shares7.44%2026-03-312026-05-14

MEAR iShares113.5K shares-15.11%2026-03-312026-05-14

NZAC SPDR State Street Global Advisors136.7K shares1687.46%2026-03-312026-05-14

DFGX Dimensional Fund Advisors LP105.8K shares13.53%2026-03-312026-05-14

NVDA NVIDIA CORPORATION30.6K shares57.47%2026-03-312026-05-14

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DUSB Dimensional Fund Advisors LP103.1K shares10.89%2026-03-312026-05-14

FBND Fidelity Investments113.0K shares-3.19%2026-03-312026-05-14

DFIV Dimensional Fund Advisors LP96.1K shares-1.49%2026-03-312026-05-14

IJJ ISHARES TR37.9K shares-8.13%2026-03-312026-05-14

SHE SPDR State Street Global Advisors39.2K shares3.24%2026-03-312026-05-14

MOAT Van Eck51.4K shares7.15%2026-03-312026-05-14

IWY iShares19.9K shares-9.17%2026-03-312026-05-14

DFSI Dimensional Fund Advisors LP114.9K shares1.15%2026-03-312026-05-14

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IJH ISHARES TR72.0K shares26.38%2026-03-312026-05-14

SPMO Invesco42.6K shares22.34%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS INC29.7K shares9.67%2026-03-312026-05-14

SPGM SPDR State Street Global Advisors56.7K shares456.86%2026-03-312026-05-14

GUMI Goldman Sachs Asset Management LP84.8K shares81.55%2026-03-312026-05-14

CGMS Capital Research and Management Co156.3K shares-50.49%2026-03-312026-05-14

SPYG SPDR State Street Global Advisors43.1K shares-0.03%2026-03-312026-05-14

VGIT Vanguard68.6K shares12.95%2026-03-312026-05-14

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MSFT N/A11.0K shares35.10%2026-03-312026-05-14

VFMO VANGUARD WELLINGTON FD20.6K shares-0.97%2026-03-312026-05-14

BITB Bitwise Asset Management Inc109.3K shares38.60%2026-03-312026-05-14

VCSH Vanguard49.1K shares-0.30%2026-03-312026-05-14

DFGR Dimensional Fund Advisors LP144.3K shares2.44%2026-03-312026-05-14

GOOG N/A13.3K shares21.46%2026-03-312026-05-14

SCHE SCHWAB STRATEGIC TR112.7K shares6.87%2026-03-312026-05-14

VIOO VANGUARD ADMIRAL FDS INC32.2K shares3.95%2026-03-312026-05-14

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AMZN N/A17.4K shares41.65%2026-03-312026-05-14

VUSB VANGUARD BD INDEX FDS70.9K shares23.63%2026-03-312026-05-14

RDVY First Trust51.3K shares-1.37%2026-03-312026-05-14

CGDV Capital Research and Management Co82.1K shares-22.36%2026-03-312026-05-14

STRV Empowered Funds LLC82.6K shares32.83%2026-03-312026-05-14

COWZ Pacer54.2K shares1.08%2026-03-312026-05-14

SPTL SPDR SERIES TRUST128.6K shares2.03%2026-03-312026-05-14

SPTM SPDR State Street Global Advisors42.6K shares10.38%2026-03-312026-05-14

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ANGL Van Eck111.7K shares-2.21%2026-03-312026-05-14

DYNF BLACKROCK ETF TRUST54.6K shares8.86%2026-03-312026-05-14

EPS WisdomTree46.5K shares-3.66%2026-03-312026-05-14

TSLA N/A8.4K shares127.92%2026-03-312026-05-14

IMTM iShares64.8K shares-0.20%2026-03-312026-05-14

SCHM SCHWAB STRATEGIC TR100.1K shares-4.37%2026-03-312026-05-14

FIXD First Trust Exchange-Traded Fund VIII69.9K shares-2.47%2026-03-312026-05-14

DFSB Dimensional Fund Advisors LP58.4K shares5.79%2026-03-312026-05-14

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DFIS Dimensional Fund Advisors LP86.1K shares-6.35%2026-03-312026-05-14

SGLC Summit Global Investments LLC77.9K shares16.92%2026-03-312026-05-14

GOOGL ALPHABET INC10.0K shares36.40%2026-03-312026-05-14

AVDE AMERICAN CENTY ETF TR33.8K shares53.57%2026-03-312026-05-14

VEU Vanguard36.3K shares9.94%2026-03-312026-05-14

CGDG Capital Research and Management Co75.5K shares-9.82%2026-03-312026-05-14

IXUS iShares31.1K shares13.26%2026-03-312026-05-14

HISF First Trust60.0K shares23.31%2026-03-312026-05-14

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MFUT Tidal Investments LLC150.3K shares-7.10%2026-03-312026-05-14

FELC Fidelity Management & Research Co71.8K shares22.11%2026-03-312026-05-14

AVEM AMERICAN CENTY ETF TR32.2K shares15.58%2026-03-312026-05-14

AVGE American Century Investment Management Inc29.1K shares0.54%2026-03-312026-05-14

IWF iShares6.0K shares4.37%2026-03-312026-05-14

IGOV iShares61.2K shares1.47%2026-03-312026-05-14

IEI ISHARES TR20.6K shares7.77%2026-03-312026-05-14

VXF Vanguard11.9K shares-8.97%2026-03-312026-05-14

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VAMO CAMBRIA ETF TR67.3K shares-6.09%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS28.7K shares-5.58%2026-03-312026-05-14

JEPI J P MORGAN EXCHANGE TRADED41.7K shares29.56%2026-03-312026-05-14

TIP ISHARES TR21.2K shares10.51%2026-03-312026-05-14

IAU ISHARES GOLD TRUST26.6K shares18.66%2026-03-312026-05-14

GVAL CAMBRIA ETF TR70.5K shares-8.52%2026-03-312026-05-14

VGT Vanguard3.3K shares-16.89%2026-03-312026-05-14

FNDX Schwab82.5K shares141.03%2026-03-312026-05-14

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FNDF SCHWAB STRATEGIC TR46.0K shares9.25%2026-03-312026-05-14

IQLT iShares48.0K shares6.78%2026-03-312026-05-14

LQDH iShares24.0K shares6.87%2026-03-312026-05-14

NEAR iShares43.1K shares-3.50%2026-03-312026-05-14

CGSM Capital Research and Management Co82.3K shares-12.43%2026-03-312026-05-14

QEFA SPDR State Street Global Advisors23.1K shares1.20%2026-03-312026-05-14

COST COSTCO WHSL CORP NEW2.1K shares19.44%2026-03-312026-05-14

SLV iShares31.0K shares60.04%2026-03-312026-05-14

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VNLA Janus43.0K shares-54.30%2026-03-312026-05-14

DIHP Dimensional Fund Advisors LP63.6K shares12.47%2026-03-312026-05-14

DEHP Dimensional Fund Advisors LP60.2K shares3.36%2026-03-312026-05-14

ETHW Bitwise Asset Management Inc135.3K shares8.76%2026-03-312026-05-14

PULS PGIM ETF TR40.7K shares13.33%2026-03-312026-05-14

SCHR Schwab ETFs80.6K shares6.77%2026-03-312026-05-14

IWP iShares15.5K shares34.47%2026-03-312026-05-14

PCY Invesco91.9K shares30.76%2026-03-312026-05-14

Sponsored

QXQ Summit Global Investments LLC74.4K shares15.90%2026-03-312026-05-14

BIL SPDR SERIES TRUST20.0K shares12.47%2026-03-312026-05-14

ISTB ISHARES TR36.3K shares-8.96%2026-03-312026-05-14

BRK.B N/A3.6K shares73.21%2026-03-312026-05-14

GLDM SPDR State Street Global Advisors18.1K shares98.73%2026-03-312026-05-14

FNDE Schwab43.7K shares2.02%2026-03-312026-05-14

HYD MARKET VECTORS ETF TR33.1K shares0.46%2026-03-312026-05-14

IVW ISHARES TR14.7K shares-0.95%2026-03-312026-05-14

Sponsored

CVSB Morgan Stanley Investment Management Inc32.7K shares5.81%2026-03-312026-05-14

CGIC CAPITAL GROUP INTERNATIONAL49.8K sharesnew addition2026-03-312026-05-14

EZU iShares26.1K shares0.26%2026-03-312026-05-14

MTUM iShares6.8K shares-2.53%2026-03-312026-05-14

LRGF iShares24.5K shares-1.61%2026-03-312026-05-14

FNDA Schwab49.8K shares11.40%2026-03-312026-05-14

IMCG iShares20.3K shares-25.01%2026-03-312026-05-14

EFAV iShares17.5K shares-2.36%2026-03-312026-05-14

Sponsored

JAAA JANUS DETROIT STR TR31.5K shares59.56%2026-03-312026-05-14

TBIL F/m Investments LLC31.7K shares-33.03%2026-03-312026-05-14

CBTJ Calamos Advisors LLC83.6K shares-4.87%2026-03-312026-05-14

VSGX Vanguard21.8K shares2.57%2026-03-312026-05-14

FTGS First Trust Advisors LP44.6K shares13.34%2026-03-312026-05-14

VETZ Toroso Investments LLC ETFs/USA74.5K shares2.87%2026-03-312026-05-14

VYMI Vanguard15.7K shares46.33%2026-03-312026-05-14

GVI ISHARES TR13.8K shares0.50%2026-03-312026-05-14

Sponsored

SDVY FIRST TR EXCHANGE-TRADED37.4K shares-21.48%2026-03-312026-05-14

AGGY WisdomTree33.9K shares-11.50%2026-03-312026-05-14

IDMO Invesco26.5K shares-7.53%2026-03-312026-05-14

CFIT Cambria Investment Management LP58.3K shares-0.23%2026-03-312026-05-14

MGK Vanguard3.9K shares14.78%2026-03-312026-05-14

JHMM John Hancock21.4K shares-13.46%2026-03-312026-05-14

SIVR ABRDN SILVER ETF TRUST20.0K shares85.54%2026-03-312026-05-14

JNK SPDR SERIES TRUST14.4K shares-1.09%2026-03-312026-05-14

Sponsored

HYG ISHARES TR17.2K shares-6.77%2026-03-312026-05-14

DFAW Dimensional Fund Advisors LP18.5K shares3.90%2026-03-312026-05-14

DBEF DBX ETF TR27.0K shares48.88%2026-03-312026-05-14

IWM ISHARES TR5.4K shares-9.92%2026-03-312026-05-14

DFNM Dimensional Fund Advisors LP27.6K shares3.98%2026-03-312026-05-14

XLRE SPDR State Street Global Advisors32.2K shares42.11%2026-03-312026-05-14

DFSE Dimensional Fund Advisors LP30.9K shares3.44%2026-03-312026-05-14

SCHP SCHWAB STRATEGIC TR48.7K shares7.72%2026-03-312026-05-14

Sponsored

IWB ISHARES TR3.6K shares-9.75%2026-03-312026-05-14

FBTC FD Funds Management LLC21.5K shares29.25%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC1.5K shares144.28%2026-03-312026-05-14

EMLP FIRST TR EXCHANGE TRADED FD28.8K shares-29.03%2026-03-312026-05-14

JBND JP Morgan Investment Management Inc23.4K shares231.91%2026-03-312026-05-14

AVLV American Century Investment Management Inc15.5K shares7.12%2026-03-312026-05-14

ILTB ISHARES25.4K shares4.95%2026-03-312026-05-14

XLV Health8.5K shares6.55%2026-03-312026-05-14

Sponsored

IDEV iShares14.9K shares10.90%2026-03-312026-05-14

EFV ISHARES TR16.3K shares-9.69%2026-03-312026-05-14

AVGO BROADCOM INC3.9K shares67.00%2026-03-312026-05-14

CTA Simplify Asset Management Inc39.7K shares91.57%2026-03-312026-05-14

META META PLATFORMS INC2.1K shares63.12%2026-03-312026-05-14

DLS WisdomTree14.5K shares-6.07%2026-03-312026-05-14

VGSR Vertical Capital Asset Management LLC113.9K shares0.12%2026-03-312026-05-14

IWO iShares3.7K shares54.11%2026-03-312026-05-14

Sponsored

EMXC ISHARES INC14.7K shares-0.52%2026-03-312026-05-14

DIA SPDR DOW JONES INDL AVRG ETF2.5K shares10.73%2026-03-312026-05-14

WMT WALMART INC9.1K shares11.10%2026-03-312026-05-14

FENI Fidelity Management & Research Co30.2K shares13.31%2026-03-312026-05-14

JEPQ JP Morgan Investment Management Inc/Singapore20.2K shares24.97%2026-03-312026-05-14

AVIV American Century Investment Management Inc14.9K shares197.33%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR18.1K shares13.83%2026-03-312026-05-14

SGOL ETFS GOLD TR24.7K shares-16.06%2026-03-312026-05-14

Sponsored

AAXJ ISHARES TR11.4K shares4.86%2026-03-312026-05-14

AVLC AMERICAN CENTY ETF TR14.0K sharesnew addition2026-03-312026-05-14

ETH GRAYSCALE ETHEREUM STAKING54.5K sharesnew addition2026-03-312026-05-14

DYTA Summit Global Investments LLC38.2K shares21.19%2026-03-312026-05-14

EFA ISHARES TR10.9K shares2.48%2026-03-312026-05-14

ORCL ORACLE CORP7.1K shares18.02%2026-03-312026-05-14

VDE VANGUARD WORLD FDS6.0K shares-6.30%2026-03-312026-05-14

EUSB iShares23.8K shares-49.53%2026-03-312026-05-14

Sponsored

EMLC VANECK VECTORS TR41.1K shares-15.55%2026-03-312026-05-14

IVOO VANGUARD ADMIRAL FDS INC8.9K shares4.72%2026-03-312026-05-14

DFAS Dimensional14.3K shares18.78%2026-03-312026-05-14

GRNB Van Eck42.3K shares-64.76%2026-03-312026-05-14

FYLD CAMBRIA ETF TR26.5K shares-8.51%2026-03-312026-05-14

XLU SPDR State Street Global Advisors21.4K shares18.47%2026-03-312026-05-14

ITA iShares4.5K shares241.95%2026-03-312026-05-14

VIOV Vanguard9.6K shares-1.99%2026-03-312026-05-14

Sponsored

USSG DBX ETF TR16.1K shares14.16%2026-03-312026-05-14

VRIG Invesco38.3K shares-23.89%2026-03-312026-05-14

VTES Vanguard Group Inc/The9.4K shares16.47%2026-03-312026-05-14

SMH Van Eck2.5K shares66.89%2026-03-312026-05-14

NUSC Nuveen21.0K shares-0.70%2026-03-312026-05-14

NFLX NETFLIX INC9.7K shares68.77%2026-03-312026-05-14

EYLD CAMBRIA ETF TR22.4K shares-6.37%2026-03-312026-05-14

TYLD Cambria Investment Management LP36.6K shares0.98%2026-03-312026-05-14

Sponsored

RKLB Rocket Lab Corp14.3K shares16.34%2026-03-312026-05-14

SRLN SPDR State Street Global Advisors22.8K shares8.27%2026-03-312026-05-14

HAUZ Deutsche Asset Management40.2K shares81.37%2026-03-312026-05-14

IUSG ISHARES TR5.8K shares5.09%2026-03-312026-05-14

BOND PIMCO ETF TR9.8K shares15.93%2026-03-312026-05-14

AVIG AMERICAN CENTY ETF TR21.7K shares21.41%2026-03-312026-05-14

ACIO ETF SER SOLUTIONS21.4K shares-25.14%2026-03-312026-05-14

DGS WISDOMTREE TR14.9K shares2.43%2026-03-312026-05-14

Sponsored

SPTS SPDR State Street Global Advisors30.3K shares11.19%2026-03-312026-05-14

FDL First Trust17.1K shares-1.92%2026-03-312026-05-14

VSS VANGUARD INTL EQUITY INDEX F5.9K shares30.67%2026-03-312026-05-14

SLYV SPDR State Street Global Advisors9.1K shares0.62%2026-03-312026-05-14

SCZ ISHARES TR10.7K shares0.74%2026-03-312026-05-14

UCON FIRST TR EXCHNG TRADED FD33.6K shares27.15%2026-03-312026-05-14

SCHO Schwab ETFs34.2K shares308.38%2026-03-312026-05-14

ARKW Ark ETF Trust6.9K shares2.61%2026-03-312026-05-14

Sponsored

IAUM BlackRock Fund Advisors17.6K shares232.30%2026-03-312026-05-14

DIVI Franklin Templeton Investments20.4K shares24.14%2026-03-312026-05-14

DRSK ETF SER SOLUTIONS29.6K shares11.64%2026-03-312026-05-14

DFUV Dimensional Fund Advisors LP16.7K shares3.80%2026-03-312026-05-14

CGMU Capital Research and Management Co29.8K shares5.14%2026-03-312026-05-14

IVOG Vanguard6.4K shares-3.16%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR16.2K shares23.37%2026-03-312026-05-14

FYC FIRST TR EXCHANGE-TRADED ALP8.2K sharesnew addition2026-03-312026-05-14

Sponsored

AAAU GOLDMAN SACHS PHYSICAL GOLD17.1K sharesnew addition2026-03-312026-05-14

PLTR Palantir Technologies Inc5.4K shares94.86%2026-03-312026-05-14

RLY SPDR State Street Global Advisors21.8K shares18.68%2026-03-312026-05-14

TXN TEXAS INSTRS INC3.9K shares0.95%2026-03-312026-05-14

PSK SPDR SERIES TRUST24.8K shares0.02%2026-03-312026-05-14

GOVT iShares33.2K shares9.40%2026-03-312026-05-14

EEM ISHARES TR13.3K shares14.33%2026-03-312026-05-14

FMDE Fidelity Management & Research Co21.0K shares43.79%2026-03-312026-05-14

Sponsored

QLD ProShares12.4K shares23.99%2026-03-312026-05-14

VONE Vanguard2.5K shares2.48%2026-03-312026-05-14

XOM N/A4.4K shares26.63%2026-03-312026-05-14

EEMV ISHARES11.4K shares-2.62%2026-03-312026-05-14

QQQI Neos Investment Management LLC14.8K shares75.26%2026-03-312026-05-14

VONG VANGUARD INDEX FDS6.7K shares8.60%2026-03-312026-05-14

AIQ GLOBAL X FDS15.4K shares64.69%2026-03-312026-05-14

SPHQ Invesco9.3K shares23.10%2026-03-312026-05-14

Sponsored

DON WisdomTree13.3K shares-5.80%2026-03-312026-05-14

SCYB SCHWAB STRATEGIC TR26.8K sharesnew addition2026-03-312026-05-14

JPM JPMORGAN CHASE & CO.2.4K shares1.46%2026-03-312026-05-14

IDLV Invesco20.1K shares73.73%2026-03-312026-05-14

XMVM Invesco10.6K shares65.94%2026-03-312026-05-14

SYLD CAMBRIA ETF TR9.1K shares-7.85%2026-03-312026-05-14

GTO Invesco14.2K shares28.97%2026-03-312026-05-14

USTB VICTORY PORTFOLIOS II13.1K shares55.17%2026-03-312026-05-14

Sponsored

MU MICRON TECHNOLOGY INC1.9K sharesnew addition2026-03-312026-05-14

JPIE JP Morgan Investment Management Inc14.1K shares16.44%2026-03-312026-05-14

WDC WESTERN DIGITAL CORP2.4K sharesnew addition2026-03-312026-05-14

PVAL PUTNAM ETF TRUST13.9K sharesnew addition2026-03-312026-05-14

BKLC BNY MELLON ETF TRUST5.1K shares15.22%2026-03-312026-05-14

BLDG Cambria Funds26.6K shares-6.55%2026-03-312026-05-14

SPAB SPDR State Street Global Advisors24.8K shares16.28%2026-03-312026-05-14

XLK SPDR4.8K shares28.27%2026-03-312026-05-14

Sponsored

SPTI SPDR SERIES TRUST22.0K shares5.47%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON2.5K shares24.01%2026-03-312026-05-14

FTRB FEDERATED HERMES ETF TRUST24.6K sharesnew addition2026-03-312026-05-14

AVES AMERICAN CENTY ETF TR10.3K shares21.19%2026-03-312026-05-14

FESM FIDELITY COVINGTON TRUST16.1K sharesnew addition2026-03-312026-05-14

WCMI FIRST TR EXCHANGE-TRADED FD36.3K sharesnew addition2026-03-312026-05-14

SPYI Neos Investment Management LLC12.2K shares169.76%2026-03-312026-05-14

PTF Invesco7.0K shares22.89%2026-03-312026-05-14

Sponsored

RSP Invesco3.1K shares-2.57%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC2.9K shares42.73%2026-03-312026-05-14

TPIF TIMOTHY PLAN16.5K shares1.39%2026-03-312026-05-14

ILDR First Trust Advisors LP19.7K shares4.11%2026-03-312026-05-14

SPBO SPDR State Street Global Advisors20.2K shares125.39%2026-03-312026-05-14

SPSB SPDR State Street Global Advisors19.4K shares-6.98%2026-03-312026-05-14

VSDB VANGUARD MALVERN FDS7.6K sharesnew addition2026-03-312026-05-14

DGRO iShares8.3K shares14.36%2026-03-312026-05-14

Sponsored

XLI SPDR State Street Global Advisors3.6K shares79.14%2026-03-312026-05-14

MYLD Cambria Investment Management LP20.5K shares-7.36%2026-03-312026-05-14

BALT Innovator Capital Management LLC17.2K shares-14.91%2026-03-312026-05-14

EFG iShares5.1K shares-4.91%2026-03-312026-05-14

MA MASTERCARD INCORPORATED1.1K shares17.37%2026-03-312026-05-14

IDV ISHARES TR13.3K shares37.82%2026-03-312026-05-14

IWR iShares5.8K shares-5.00%2026-03-312026-05-14

QAI INDEXIQ ETF TR16.4K shares1.90%2026-03-312026-05-14

Sponsored

IWD ISHARES TR2.6K shares-14.32%2026-03-312026-05-14

VTWO VANGUARD INDEX FDS5.6K shares6.16%2026-03-312026-05-14

Cambria Investment Management LP Cambria Investment Management LP19.1K shares-5.75%2026-03-312026-05-14

IPAC iShares7.2K shares17.92%2026-03-312026-05-14

PSCC Invesco17.4K shares-0.71%2026-03-312026-05-14

XLP SPDR State Street Global Advisors6.7K shares3.05%2026-03-312026-05-14

BOXX EA SERIES TRUST4.7K sharesnew addition2026-03-312026-05-14

BAI BlackRock Fund Advisors16.4K shares65.07%2026-03-312026-05-14

Sponsored

PG PROCTER AND GAMBLE CO3.7K shares2.08%2026-03-312026-05-14

MGC Vanguard2.2K shares6.80%2026-03-312026-05-14

NACP Impact Shares11.0K shares-14.39%2026-03-312026-05-14

ASHR DBX ETF TR15.9K shares0.33%2026-03-312026-05-14

TLH ISHARES TR5.2K shares4.93%2026-03-312026-05-14

SCHC SCHWAB STRATEGIC TR11.1K sharesnew addition2026-03-312026-05-14

MDY SPDR839 shares14.62%2026-03-312026-05-14

C CITIGROUP INC4.5K sharesnew addition2026-03-312026-05-14

Sponsored

TPSC TIMOTHY PLAN12.1K shares4.42%2026-03-312026-05-14

AZO AUTOZONE INC149 shares-1.97%2026-03-312026-05-14

RSBT Toroso Investments LLC/United States26.7K shares8.12%2026-03-312026-05-14

DMXF iShares6.6K shares-25.36%2026-03-312026-05-14

FDLO Fidelity Investments7.7K shares9.38%2026-03-312026-05-14

PSP Invesco8.8K shares6.43%2026-03-312026-05-14

TQQQ ProShares11.8K shares78.14%2026-03-312026-05-14

EASG DBX Advisors LLC14.0K shares9.26%2026-03-312026-05-14

Sponsored

HYMB SPDR State Street Global Advisors19.8K shares-50.72%2026-03-312026-05-14

CIBR First Trust7.8K shares12.53%2026-03-312026-05-14

CERY SSgA Funds Management Inc13.7K shares3.91%2026-03-312026-05-14

QTEC First Trust2.2K shares0.00%2026-03-312026-05-14

FTCB First Trust Advisors LP22.8K shares11.46%2026-03-312026-05-14

XSMO Invesco6.3K shares-61.65%2026-03-312026-05-14

CGHM Capital Research and Management Co18.8K shares2.57%2026-03-312026-05-14

REET iShares18.8K shares4.45%2026-03-312026-05-14

Sponsored

USRT iShares8.0K shares12.85%2026-03-312026-05-14

IWV ISHARES TR1.3K shares6.26%2026-03-312026-05-14

SOXX iShares1.4K shares78.70%2026-03-312026-05-14

EES WisdomTree8.1K shares-7.32%2026-03-312026-05-14

ESUM MFund Services LLC/United States18.0K shares7.25%2026-03-312026-05-14

HD HOME DEPOT INC1.4K shares-11.13%2026-03-312026-05-14

RSPE Invesco Capital Management LLC15.8K shares1.88%2026-03-312026-05-14

TJX TJX COS INC NEW2.9K shares-1.33%2026-03-312026-05-14

Sponsored

GWX SPDR INDEX SHS FDS11.0K shares1.52%2026-03-312026-05-14

VTC VANGUARD SCOTTSDALE FDS6.0K shares0.89%2026-03-312026-05-14

AIRR First Trust4.1K shares-13.90%2026-03-312026-05-14

XVV ISHARES TR9.3K shares3.43%2026-03-312026-05-14

VCEB VANGUARD WORLD FD7.2K shares-30.04%2026-03-312026-05-14

CVX CHEVRON CORPORATION2.2K sharesnew addition2026-03-312026-05-14

CWI SPDR State Street Global Advisors12.2K shares-42.33%2026-03-312026-05-14

ICSH iShares8.8K shares26.37%2026-03-312026-05-14

Sponsored

NUMV Nuveen11.4K shares2.24%2026-03-312026-05-14

VST VISTRA CORP2.9K sharesnew addition2026-03-312026-05-14

CGGR Capital Research and Management Co10.9K shares5.61%2026-03-312026-05-14

RIVN RIVIAN AUTOMOTIVE INC28.6K sharesnew addition2026-03-312026-05-14

GNMA iShares9.6K shares6.31%2026-03-312026-05-14

PPLT ABRDN PLATINUM ETF TRUST2.4K shares7.00%2026-03-312026-05-14

FTSL First Trust9.4K shares16.50%2026-03-312026-05-14

ACGL Arch Capital Group Ltd4.4K shares0.18%2026-03-312026-05-14

Sponsored

MUNI PIMCO7.9K shares5.92%2026-03-312026-05-14

ROST ROSS STORES INC1.9K shares0.21%2026-03-312026-05-14

OEF iShares1.3K shares36.51%2026-03-312026-05-14

GII SPDR State Street Global Advisors5.3K shares72.03%2026-03-312026-05-14

JPIB J P MORGAN EXCHANGE TRADED8.4K shares31.95%2026-03-312026-05-14

XBI SPDR State Street Global Advisors3.1K shares60.04%2026-03-312026-05-14

LLY ELI LILLY & CO434 shares2.12%2026-03-312026-05-14

VHT Vanguard1.5K shares4.28%2026-03-312026-05-14

Sponsored

UITB VICTORY PORTFOLIOS II8.4K shares33.37%2026-03-312026-05-14

EWY ISHARES INC3.2K sharesnew addition2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP650 shares-10.84%2026-03-312026-05-14

INTU INTUIT908 shares15.82%2026-03-312026-05-14

ABBV ABBVIE INC1.8K shares4.23%2026-03-312026-05-14

STX SEAGATE TECHNOLOGY HLDNGS PL998 sharesnew addition2026-03-312026-05-14

VDC Vanguard1.7K shares24.57%2026-03-312026-05-14

SMMD ISHARES TR5.1K sharesnew addition2026-03-312026-05-14

Sponsored

SHLD GLOBAL X FDS5.5K sharesnew addition2026-03-312026-05-14

LIT Global X Funds5.2K shares7.09%2026-03-312026-05-14

FLTR Van Eck14.9K shares-55.76%2026-03-312026-05-14

VTEC Vanguard Group Inc/The3.8K shares58.29%2026-03-312026-05-14

HDV ISHARES TR2.8K shares10.90%2026-03-312026-05-14

PXF Invesco5.3K shares-0.72%2026-03-312026-05-14

GPIQ GOLDMAN SACHS ETF TR7.5K sharesnew addition2026-03-312026-05-14

VGK VANGUARD INTL EQUITY INDEX F4.5K shares46.46%2026-03-312026-05-14

Sponsored

TRFK Pacer Advisors Inc6.0K shares25.87%2026-03-312026-05-14

SNDK SANDISK CORP581 sharesnew addition2026-03-312026-05-14

SPXL Direxion Funds2.0K shares22.56%2026-03-312026-05-14

SPHY SPDR State Street Global Advisors15.7K shares22.63%2026-03-312026-05-14

VEA

VANGUARD TAX MANAGED INTL FD

-0.47%

Shares137.9M

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

-2.56%

Shares24.5M

Event2026-03-31

Filed2026-05-14

SPYM

SPDR State Street Global Advisors

9.62%

Shares91.6M

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

-0.67%

Shares53.4M

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

-8.95%

Shares23.9M

Event2026-03-31

Filed2026-05-14

MUB

ISHARES TR

3.13%

Shares19.6M

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES TR

-0.59%

Shares10.6M

Event2026-03-31

Filed2026-05-14

SPMD

SPDR State Street Global Advisors

-4.50%

Shares20.2M

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

-2.20%

Shares4.9M

Event2026-03-31

Filed2026-05-14

BNDX

VANGUARD CHARLOTTE FDS

-0.81%

Shares19.4M

Event2026-03-31

Filed2026-05-14

SPSM

SPDR State Street Global Advisors

1.39%

Shares19.0M

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

-3.60%

Shares9.3M

Event2026-03-31

Filed2026-05-14

SCHX

SCHWAB STRATEGIC TR

57.58%

Shares28.6M

Event2026-03-31

Filed2026-05-14

GSLC

Goldman Sachs

-3.94%

Shares5.8M

Event2026-03-31

Filed2026-05-14

JPST

JP Morgan

3.57%

Shares13.7M

Event2026-03-31

Filed2026-05-14

VOE

VANGUARD INDEX FDS

-4.66%

Shares3.7M

Event2026-03-31

Filed2026-05-14

VBR

VANGUARD INDEX FDS

-3.40%

Shares2.9M

Event2026-03-31

Filed2026-05-14

GBIL

Goldman Sachs

4.04%

Shares6.1M

Event2026-03-31

Filed2026-05-14

ESGU

iShares

2.99%

Shares4.0M

Event2026-03-31

Filed2026-05-14

SCHF

SCHWAB STRATEGIC TR

-2.98%

Shares21.2M

Event2026-03-31

Filed2026-05-14

TFI

SPDR SERIES TRUST

-4.48%

Shares11.6M

Event2026-03-31

Filed2026-05-14

EMB

ISHARES TR

-9.18%

Shares5.4M

Event2026-03-31

Filed2026-05-14

STIP

iShares

2.65%

Shares4.5M

Event2026-03-31

Filed2026-05-14

SCHB

SCHWAB STRATEGIC TR

-2.71%

Shares15.7M

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

-4.38%

Shares5.7M

Event2026-03-31

Filed2026-05-14

SPDW

SPDR State Street Global Advisors

11.49%

Shares8.3M

Event2026-03-31

Filed2026-05-14

ESGD

iShares

-0.71%

Shares3.9M

Event2026-03-31

Filed2026-05-14

VWOB

VANGUARD WHITEHALL FDS INC

22.33%

Shares5.7M

Event2026-03-31

Filed2026-05-14

VTEB

VANGUARD BD INDEX FD INC

3.31%

Shares6.9M

Event2026-03-31

Filed2026-05-14

JCPB

J P MORGAN EXCHANGE TRADED

5692.08%

Shares6.2M

Event2026-03-31

Filed2026-05-14

CRBN

iShares

-0.18%

Shares1.3M

Event2026-03-31

Filed2026-05-14

VOO

VANGUARD INDEX FDS

22.37%

Shares382.4K

Event2026-03-31

Filed2026-05-14

IWS

ISHARES TR

-4.63%

Shares1.5M

Event2026-03-31

Filed2026-05-14

ESGE

iShares

-2.21%

Shares3.2M

Event2026-03-31

Filed2026-05-14

GSIE

Goldman Sachs

6.29%

Shares3.3M

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

2.20%

Shares321.8K

Event2026-03-31

Filed2026-05-14

DFAC

Dimensional

4.76%

Shares3.4M

Event2026-03-31

Filed2026-05-14

IWN

ISHARES TR

-3.36%

Shares672.5K

Event2026-03-31

Filed2026-05-14

SPYV

SPDR State Street Global Advisors

-3.59%

Shares2.2M

Event2026-03-31

Filed2026-05-14

VOTE

Engine No. 1

2.72%

Shares1.6M

Event2026-03-31

Filed2026-05-14

SCHV

SCHWAB STRATEGIC TR

-2.83%

Shares4.0M

Event2026-03-31

Filed2026-05-14

BND

VANGUARD BD INDEX FD INC

-6.77%

Shares1.6M

Event2026-03-31

Filed2026-05-14

IAGG

ISHARES TR

22.24%

Shares2.2M

Event2026-03-31

Filed2026-05-14

SPYX

SPDR State Street Global Advisors

1.61%

Shares2.0M

Event2026-03-31

Filed2026-05-14

SPEM

SPDR State Street Global Advisors

21.65%

Shares2.1M

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

3.51%

Shares146.8K

Event2026-03-31

Filed2026-05-14

GEM

Goldman Sachs

-4.75%

Shares2.1M

Event2026-03-31

Filed2026-05-14

KOMP

State Street Global Advisors Inc

-0.67%

Shares1.5M

Event2026-03-31

Filed2026-05-14

JMSI

JP Morgan Investment Management Inc

6.37%

Shares1.7M

Event2026-03-31

Filed2026-05-14

ESML

BlackRock Fund Advisors

0.33%

Shares1.8M

Event2026-03-31

Filed2026-05-14

GSEU

Goldman Sachs

-6.98%

Shares1.8M

Event2026-03-31

Filed2026-05-14

EAGG

iShares

0.71%

Shares1.7M

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

-3.31%

Shares357.5K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.18%

Shares258.0K

Event2026-03-31

Filed2026-05-14

VTIP

VANGUARD MALVERN FDS

-5.81%

Shares1.5M

Event2026-03-31

Filed2026-05-14

SHV

ISHARES TR

-7.69%

Shares651.8K

Event2026-03-31

Filed2026-05-14

EFAX

SPDR State Street Global Advisors

-0.27%

Shares1.4M

Event2026-03-31

Filed2026-05-14

USHY

ISHARES

6.18%

Shares1.9M

Event2026-03-31

Filed2026-05-14

IGEB

ISHARES TR

6.50%

Shares1.5M

Event2026-03-31

Filed2026-05-14

ESGV

VANGUARD

13.37%

Shares605.1K

Event2026-03-31

Filed2026-05-14

BGRN

iShares

2.64%

Shares1.4M

Event2026-03-31

Filed2026-05-14

FWD

AllianceBernstein LP

6.65%

Shares576.7K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.70%

Shares230.8K

Event2026-03-31

Filed2026-05-14

GSSC

Goldman Sachs

-3.69%

Shares763.1K

Event2026-03-31

Filed2026-05-14

DFIC

Dimensional Fund Advisors LP

1.30%

Shares1.6M

Event2026-03-31

Filed2026-05-14

GSJY

Goldman Sachs

5.35%

Shares1.1M

Event2026-03-31

Filed2026-05-14

SCHA

SCHWAB STRATEGIC TR

8.44%

Shares1.8M

Event2026-03-31

Filed2026-05-14

DFCF

Dimensional Fund Advisors LP

6.53%

Shares1.3M

Event2026-03-31

Filed2026-05-14

BSV

VANGUARD BD INDEX FD INC

2.26%

Shares628.3K

Event2026-03-31

Filed2026-05-14

GMUB

Goldman Sachs Asset Management LP

12.74%

Shares937.8K

Event2026-03-31

Filed2026-05-14

QQQM

INVESCO EXCH TRADED FD TR

15.49%

Shares201.0K

Event2026-03-31

Filed2026-05-14

Vanguard

46.41%

Shares158.0K

Event2026-03-31

Filed2026-05-14

IBIT

BlackRock Fund Advisors

-4.55%

Shares1.1M

Event2026-03-31

Filed2026-05-14

GCOR

Goldman Sachs

3.09%

Shares1.1M

Event2026-03-31

Filed2026-05-14

DSI

iShares

-5.07%

Shares349.7K

Event2026-03-31

Filed2026-05-14

GTIP

Goldman Sachs

13.10%

Shares856.1K

Event2026-03-31

Filed2026-05-14

QQQ

Invesco

-3.63%

Shares66.6K

Event2026-03-31

Filed2026-05-14

SUSA

iShares

-2.77%

Shares279.7K

Event2026-03-31

Filed2026-05-14

SHYG

iShares

5.50%

Shares873.3K

Event2026-03-31

Filed2026-05-14

SUSC

ISHARES

-0.55%

Shares1.6M

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED PORTFOL

-0.54%

Shares159.1K

Event2026-03-31

Filed2026-05-14

VXUS

VANGUARD STAR FD

13.75%

Shares435.4K

Event2026-03-31

Filed2026-05-14

DFEM

Dimensional Fund Advisors LP

4.01%

Shares925.5K

Event2026-03-31

Filed2026-05-14

BINC

BlackRock Fund Advisors

7.51%

Shares603.7K

Event2026-03-31

Filed2026-05-14

DFAI

Dimensional Fund Advisors

-6.71%

Shares757.2K

Event2026-03-31

Filed2026-05-14

DFLV

Dimensional Fund Advisors LP

9.52%

Shares811.2K

Event2026-03-31

Filed2026-05-14

GEMD

Goldman Sachs Asset Management LP

5.20%

Shares632.7K

Event2026-03-31

Filed2026-05-14

EEMX

SPDR State Street Global Advisors

-2.93%

Shares585.7K

Event2026-03-31

Filed2026-05-14

BNDW

Vanguard Total World Bond ETF

2.91%

Shares371.9K

Event2026-03-31

Filed2026-05-14

GIGB

Goldman Sachs

-13.48%

Shares552.5K

Event2026-03-31

Filed2026-05-14

DFAU

Dimensional Fund Advisors

-7.67%

Shares558.3K

Event2026-03-31

Filed2026-05-14

DCOR

Dimensional Fund Advisors LP

0.22%

Shares343.1K

Event2026-03-31

Filed2026-05-14

JUST

GOLDMAN SACHS ETF TR

5.58%

Shares266.3K

Event2026-03-31

Filed2026-05-14

BIV

VANGUARD BD INDEX FD INC

1.89%

Shares309.9K

Event2026-03-31

Filed2026-05-14

VOT

Vanguard

4.85%

Shares90.6K

Event2026-03-31

Filed2026-05-14

DFAT

Dimensional

2.62%

Shares366.7K

Event2026-03-31

Filed2026-05-14

COMB

GraniteShares

19.28%

Shares788.0K

Event2026-03-31

Filed2026-05-14

TFLO

iShares

4.03%

Shares406.9K

Event2026-03-31

Filed2026-05-14

SGOV

Western Asset Management Co

33.33%

Shares204.1K

Event2026-03-31

Filed2026-05-14

SUB

iShares

-6.31%

Shares186.8K

Event2026-03-31

Filed2026-05-14

AVUV

Avantis

2.11%

Shares179.1K

Event2026-03-31

Filed2026-05-14

QUAL

iShares

608.20%

Shares103.1K

Event2026-03-31

Filed2026-05-14

USDX

Summit Global Investments LLC

1.02%

Shares753.2K

Event2026-03-31

Filed2026-05-14

VGLT

VANGUARD BD INDEX FD INC

2.62%

Shares345.3K

Event2026-03-31

Filed2026-05-14

USIG

ISHARES TR

4.54%

Shares361.8K

Event2026-03-31

Filed2026-05-14

CLOA

BlackRock Fund Advisors

7.49%

Shares348.4K

Event2026-03-31

Filed2026-05-14

QLTA

iShares

9.52%

Shares377.2K

Event2026-03-31

Filed2026-05-14

SCHH

SCHWAB STRATEGIC TR

3.45%

Shares795.7K

Event2026-03-31

Filed2026-05-14

HYDB

ISHARES TR

5.76%

Shares364.7K

Event2026-03-31

Filed2026-05-14

IEF

ISHARES TR

10.66%

Shares168.0K

Event2026-03-31

Filed2026-05-14

DFSV

Dimensional Fund Advisors LP

2.93%

Shares447.7K

Event2026-03-31

Filed2026-05-14

LQD

ISHARES TR

-9.77%

Shares143.2K

Event2026-03-31

Filed2026-05-14

IGSB

ISHARES TR

4.08%

Shares288.6K

Event2026-03-31

Filed2026-05-14

DISV

Dimensional Fund Advisors LP

3.96%

Shares376.0K

Event2026-03-31

Filed2026-05-14

VMBS

VANGUARD BD INDEX FD INC

-0.07%

Shares312.7K

Event2026-03-31

Filed2026-05-14

SHM

SPDR State Street Global Advisors

-5.79%

Shares306.3K

Event2026-03-31

Filed2026-05-14

IGLB

ISHARES TR

5.54%

Shares290.8K

Event2026-03-31

Filed2026-05-14

SPY

SPDR S&P 500 ETF TR

13.81%

Shares22.1K

Event2026-03-31

Filed2026-05-14

BLV

VANGUARD BD INDEX FD INC

-0.33%

Shares208.3K

Event2026-03-31

Filed2026-05-14

CMF

ISHARES TR

4.65%

Shares242.1K

Event2026-03-31

Filed2026-05-14

VPLS

VANGUARD MALVERN FDS

New

Shares176.6K

Event2026-03-31

Filed2026-05-14

DFUS

Dimensional

1.50%

Shares192.3K

Event2026-03-31

Filed2026-05-14

VOOG

VANGUARD INDEX FDS

14.87%

Shares33.4K

Event2026-03-31

Filed2026-05-14

IEUR

iShares

-6.43%

Shares192.0K

Event2026-03-31

Filed2026-05-14

DFAX

Dimensional Fund Advisors LP

0.41%

Shares373.6K

Event2026-03-31

Filed2026-05-14

GMOM

CAMBRIA ETF TR

-7.57%

Shares334.5K

Event2026-03-31

Filed2026-05-14

VNQI

VANGUARD INTL EQUITY INDEX F

-3.24%

Shares258.2K

Event2026-03-31

Filed2026-05-14

CGBL

CAPITAL GROUP CORE BALANCED

New

Shares330.2K

Event2026-03-31

Filed2026-05-14

SCHG

SCHWAB STRATEGIC TR

56.66%

Shares379.9K

Event2026-03-31

Filed2026-05-14

HYLB

XTRACKERS

-6.19%

Shares305.9K

Event2026-03-31

Filed2026-05-14

DFSD

Dimensional Fund Advisors LP

5.41%

Shares230.3K

Event2026-03-31

Filed2026-05-14

DFSU

Dimensional Fund Advisors LP

3.40%

Shares261.7K

Event2026-03-31

Filed2026-05-14

VIGI

Vanguard

-0.38%

Shares120.8K

Event2026-03-31

Filed2026-05-14

DFAE

Dimensional Fund Advisors

-5.05%

Shares305.7K

Event2026-03-31

Filed2026-05-14

VOOV

VANGUARD INDEX FDS

7.80%

Shares50.6K

Event2026-03-31

Filed2026-05-14

ETHA

BlackRock Fund Advisors

-27.12%

Shares650.1K

Event2026-03-31

Filed2026-05-14

TLT

ISHARES TR

5.71%

Shares115.1K

Event2026-03-31

Filed2026-05-14

IUSB

iShares

21.36%

Shares208.4K

Event2026-03-31

Filed2026-05-14

DGCB

Dimensional Fund Advisors LP

7.67%

Shares176.6K

Event2026-03-31

Filed2026-05-14

JQUA

J P MORGAN EXCHANGE TRADED

1442.65%

Shares149.8K

Event2026-03-31

Filed2026-05-14

AAPL

N/A

10.29%

Shares35.9K

Event2026-03-31

Filed2026-05-14

DFAR

Dimensional Fund Advisors LP

7.69%

Shares381.7K

Event2026-03-31

Filed2026-05-14

AVDV

AVANTIS INTL

-2.73%

Shares89.1K

Event2026-03-31

Filed2026-05-14

SHY

ISHARES TR

8.44%

Shares107.6K

Event2026-03-31

Filed2026-05-14

iShares

27.99%

Shares127.2K

Event2026-03-31

Filed2026-05-14

NYF

ISHARES TR

3.27%

Shares161.3K

Event2026-03-31

Filed2026-05-14

DFGP

Dimensional Fund Advisors LP

10.11%

Shares156.2K

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

76.89%

Shares271.2K

Event2026-03-31

Filed2026-05-14

DFEV

Dimensional Fund Advisors LP

2.86%

Shares231.2K

Event2026-03-31

Filed2026-05-14

DUHP

Dimensional Fund Advisors LP

6.13%

Shares224.4K

Event2026-03-31

Filed2026-05-14

BTC

GRAYSCALE BITCOIN MINI TR ET

New

Shares272.7K

Event2026-03-31

Filed2026-05-14

AVUS

AMERICAN CENTY ETF TR

1.72%

Shares71.4K

Event2026-03-31

Filed2026-05-14

EWJ

iShares

29.35%

Shares93.2K

Event2026-03-31

Filed2026-05-14

IGIB

ISHARES TR

-6.64%

Shares137.3K

Event2026-03-31

Filed2026-05-14

FLOT

iShares

2.01%

Shares141.6K

Event2026-03-31

Filed2026-05-14

VNQ

VANGUARD INDEX FDS

0.19%

Shares81.1K

Event2026-03-31

Filed2026-05-14

XSOE

WisdomTree

-5.69%

Shares176.9K

Event2026-03-31

Filed2026-05-14

Vanguard

-5.17%

Shares48.9K

Event2026-03-31

Filed2026-05-14

VGSH

Vanguard

36.95%

Shares114.7K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TRUST

21.64%

Shares15.4K

Event2026-03-31

Filed2026-05-14

GSST

GOLDMAN SACHS ETF TR

12.97%

Shares122.1K

Event2026-03-31

Filed2026-05-14

VBK

Vanguard

4.54%

Shares20.3K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

14.86%

Shares46.9K

Event2026-03-31

Filed2026-05-14

MBB

ISHARES TR

7.44%

Shares61.3K

Event2026-03-31

Filed2026-05-14

MEAR

iShares

-15.11%

Shares113.5K

Event2026-03-31

Filed2026-05-14

NZAC

SPDR State Street Global Advisors

1687.46%

Shares136.7K

Event2026-03-31

Filed2026-05-14

DFGX

Dimensional Fund Advisors LP

13.53%

Shares105.8K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

57.47%

Shares30.6K

Event2026-03-31

Filed2026-05-14

DUSB

Dimensional Fund Advisors LP

10.89%

Shares103.1K

Event2026-03-31

Filed2026-05-14

FBND

Fidelity Investments

-3.19%

Shares113.0K

Event2026-03-31

Filed2026-05-14

DFIV

Dimensional Fund Advisors LP

-1.49%

Shares96.1K

Event2026-03-31

Filed2026-05-14

IJJ

ISHARES TR

-8.13%

Shares37.9K

Event2026-03-31

Filed2026-05-14

SHE

SPDR State Street Global Advisors

3.24%

Shares39.2K

Event2026-03-31

Filed2026-05-14

MOAT

Van Eck

7.15%

Shares51.4K

Event2026-03-31

Filed2026-05-14

IWY

iShares

-9.17%

Shares19.9K

Event2026-03-31

Filed2026-05-14

DFSI

Dimensional Fund Advisors LP

1.15%

Shares114.9K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

26.38%

Shares72.0K

Event2026-03-31

Filed2026-05-14

SPMO

Invesco

22.34%

Shares42.6K

Event2026-03-31

Filed2026-05-14

VYM

VANGUARD WHITEHALL FDS INC

9.67%

Shares29.7K

Event2026-03-31

Filed2026-05-14

SPGM

SPDR State Street Global Advisors

456.86%

Shares56.7K

Event2026-03-31

Filed2026-05-14

GUMI

Goldman Sachs Asset Management LP

81.55%

Shares84.8K

Event2026-03-31

Filed2026-05-14

CGMS

Capital Research and Management Co

-50.49%

Shares156.3K

Event2026-03-31

Filed2026-05-14

SPYG

SPDR State Street Global Advisors

-0.03%

Shares43.1K

Event2026-03-31

Filed2026-05-14

VGIT

Vanguard

12.95%

Shares68.6K

Event2026-03-31

Filed2026-05-14

MSFT

N/A

35.10%

Shares11.0K

Event2026-03-31

Filed2026-05-14

VFMO

VANGUARD WELLINGTON FD

-0.97%

Shares20.6K

Event2026-03-31

Filed2026-05-14

BITB

Bitwise Asset Management Inc

38.60%

Shares109.3K

Event2026-03-31

Filed2026-05-14

VCSH

Vanguard

-0.30%

Shares49.1K

Event2026-03-31

Filed2026-05-14

DFGR

Dimensional Fund Advisors LP

2.44%

Shares144.3K

Event2026-03-31

Filed2026-05-14

GOOG

N/A

21.46%

Shares13.3K

Event2026-03-31

Filed2026-05-14

SCHE

SCHWAB STRATEGIC TR

6.87%

Shares112.7K

Event2026-03-31

Filed2026-05-14

VIOO

VANGUARD ADMIRAL FDS INC

3.95%

Shares32.2K

Event2026-03-31

Filed2026-05-14

AMZN

N/A

41.65%

Shares17.4K

Event2026-03-31

Filed2026-05-14

VUSB

VANGUARD BD INDEX FDS

23.63%

Shares70.9K

Event2026-03-31

Filed2026-05-14

RDVY

First Trust

-1.37%

Shares51.3K

Event2026-03-31

Filed2026-05-14

CGDV

Capital Research and Management Co

-22.36%

Shares82.1K

Event2026-03-31

Filed2026-05-14

STRV

Empowered Funds LLC

32.83%

Shares82.6K

Event2026-03-31

Filed2026-05-14

COWZ

Pacer

1.08%

Shares54.2K

Event2026-03-31

Filed2026-05-14

SPTL

SPDR SERIES TRUST

2.03%

Shares128.6K

Event2026-03-31

Filed2026-05-14

SPTM

SPDR State Street Global Advisors

10.38%

Shares42.6K

Event2026-03-31

Filed2026-05-14

ANGL

Van Eck

-2.21%

Shares111.7K

Event2026-03-31

Filed2026-05-14

DYNF

BLACKROCK ETF TRUST

8.86%

Shares54.6K

Event2026-03-31

Filed2026-05-14

EPS

WisdomTree

-3.66%

Shares46.5K

Event2026-03-31

Filed2026-05-14

TSLA

N/A

127.92%

Shares8.4K

Event2026-03-31

Filed2026-05-14

IMTM

iShares

-0.20%

Shares64.8K

Event2026-03-31

Filed2026-05-14

SCHM

SCHWAB STRATEGIC TR

-4.37%

Shares100.1K

Event2026-03-31

Filed2026-05-14

FIXD

First Trust Exchange-Traded Fund VIII

-2.47%

Shares69.9K

Event2026-03-31

Filed2026-05-14

DFSB

Dimensional Fund Advisors LP

5.79%

Shares58.4K

Event2026-03-31

Filed2026-05-14

DFIS

Dimensional Fund Advisors LP

-6.35%

Shares86.1K

Event2026-03-31

Filed2026-05-14

SGLC

Summit Global Investments LLC

16.92%

Shares77.9K

Event2026-03-31

Filed2026-05-14

GOOGL

ALPHABET INC

36.40%

Shares10.0K

Event2026-03-31

Filed2026-05-14

AVDE

AMERICAN CENTY ETF TR

53.57%

Shares33.8K

Event2026-03-31

Filed2026-05-14

VEU

Vanguard

9.94%

Shares36.3K

Event2026-03-31

Filed2026-05-14

CGDG

Capital Research and Management Co

-9.82%

Shares75.5K

Event2026-03-31

Filed2026-05-14

IXUS

iShares

13.26%

Shares31.1K

Event2026-03-31

Filed2026-05-14

HISF

First Trust

23.31%

Shares60.0K

Event2026-03-31

Filed2026-05-14

MFUT

Tidal Investments LLC

-7.10%

Shares150.3K

Event2026-03-31

Filed2026-05-14

FELC

Fidelity Management & Research Co

22.11%

Shares71.8K

Event2026-03-31

Filed2026-05-14

AVEM

AMERICAN CENTY ETF TR

15.58%

Shares32.2K

Event2026-03-31

Filed2026-05-14

AVGE

American Century Investment Management Inc

0.54%

Shares29.1K

Event2026-03-31

Filed2026-05-14

IWF

iShares

4.37%

Shares6.0K

Event2026-03-31

Filed2026-05-14

IGOV

iShares

1.47%

Shares61.2K

Event2026-03-31

Filed2026-05-14

IEI

ISHARES TR

7.77%

Shares20.6K

Event2026-03-31

Filed2026-05-14

VXF

Vanguard

-8.97%

Shares11.9K

Event2026-03-31

Filed2026-05-14

VAMO

CAMBRIA ETF TR

-6.09%

Shares67.3K

Event2026-03-31

Filed2026-05-14

VCIT

VANGUARD SCOTTSDALE FDS

-5.58%

Shares28.7K

Event2026-03-31

Filed2026-05-14

JEPI

J P MORGAN EXCHANGE TRADED

29.56%

Shares41.7K

Event2026-03-31

Filed2026-05-14

TIP

ISHARES TR

10.51%

Shares21.2K

Event2026-03-31

Filed2026-05-14

IAU

ISHARES GOLD TRUST

18.66%

Shares26.6K

Event2026-03-31

Filed2026-05-14

GVAL

CAMBRIA ETF TR

-8.52%

Shares70.5K

Event2026-03-31

Filed2026-05-14

VGT

Vanguard

-16.89%

Shares3.3K

Event2026-03-31

Filed2026-05-14

FNDX

Schwab

141.03%

Shares82.5K

Event2026-03-31

Filed2026-05-14

FNDF

SCHWAB STRATEGIC TR

9.25%

Shares46.0K

Event2026-03-31

Filed2026-05-14

IQLT

iShares

6.78%

Shares48.0K

Event2026-03-31

Filed2026-05-14

LQDH

iShares

6.87%

Shares24.0K

Event2026-03-31

Filed2026-05-14

NEAR

iShares

-3.50%

Shares43.1K

Event2026-03-31

Filed2026-05-14

CGSM

Capital Research and Management Co

-12.43%

Shares82.3K

Event2026-03-31

Filed2026-05-14

QEFA

SPDR State Street Global Advisors

1.20%

Shares23.1K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHSL CORP NEW

19.44%

Shares2.1K

Event2026-03-31

Filed2026-05-14

SLV

iShares

60.04%

Shares31.0K

Event2026-03-31

Filed2026-05-14

VNLA

Janus

-54.30%

Shares43.0K

Event2026-03-31

Filed2026-05-14

DIHP

Dimensional Fund Advisors LP

12.47%

Shares63.6K

Event2026-03-31

Filed2026-05-14

DEHP

Dimensional Fund Advisors LP

3.36%

Shares60.2K

Event2026-03-31

Filed2026-05-14

ETHW

Bitwise Asset Management Inc

8.76%

Shares135.3K

Event2026-03-31

Filed2026-05-14

PULS

PGIM ETF TR

13.33%

Shares40.7K

Event2026-03-31

Filed2026-05-14

SCHR

Schwab ETFs

6.77%

Shares80.6K

Event2026-03-31

Filed2026-05-14

IWP

iShares

34.47%

Shares15.5K

Event2026-03-31

Filed2026-05-14

PCY

Invesco

30.76%

Shares91.9K

Event2026-03-31

Filed2026-05-14

QXQ

Summit Global Investments LLC

15.90%

Shares74.4K

Event2026-03-31

Filed2026-05-14

BIL

SPDR SERIES TRUST

12.47%

Shares20.0K

Event2026-03-31

Filed2026-05-14

ISTB

ISHARES TR

-8.96%

Shares36.3K

Event2026-03-31

Filed2026-05-14

BRK.B

N/A

73.21%

Shares3.6K

Event2026-03-31

Filed2026-05-14

GLDM

SPDR State Street Global Advisors

98.73%

Shares18.1K

Event2026-03-31

Filed2026-05-14

FNDE

Schwab

2.02%

Shares43.7K

Event2026-03-31

Filed2026-05-14

HYD

MARKET VECTORS ETF TR

0.46%

Shares33.1K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

-0.95%

Shares14.7K

Event2026-03-31

Filed2026-05-14

CVSB

Morgan Stanley Investment Management Inc

5.81%

Shares32.7K

Event2026-03-31

Filed2026-05-14

CGIC

CAPITAL GROUP INTERNATIONAL

New

Shares49.8K

Event2026-03-31

Filed2026-05-14

EZU

iShares

0.26%

Shares26.1K

Event2026-03-31

Filed2026-05-14

MTUM

iShares

-2.53%

Shares6.8K

Event2026-03-31

Filed2026-05-14

LRGF

iShares

-1.61%

Shares24.5K

Event2026-03-31

Filed2026-05-14

FNDA

Schwab

11.40%

Shares49.8K

Event2026-03-31

Filed2026-05-14

IMCG

iShares

-25.01%

Shares20.3K

Event2026-03-31

Filed2026-05-14

EFAV

iShares

-2.36%

Shares17.5K

Event2026-03-31

Filed2026-05-14

JAAA

JANUS DETROIT STR TR

59.56%

Shares31.5K

Event2026-03-31

Filed2026-05-14

TBIL

F/m Investments LLC

-33.03%

Shares31.7K

Event2026-03-31

Filed2026-05-14

CBTJ

Calamos Advisors LLC

-4.87%

Shares83.6K

Event2026-03-31

Filed2026-05-14

VSGX

Vanguard

2.57%

Shares21.8K

Event2026-03-31

Filed2026-05-14

FTGS

First Trust Advisors LP

13.34%

Shares44.6K

Event2026-03-31

Filed2026-05-14

VETZ

Toroso Investments LLC ETFs/USA

2.87%

Shares74.5K

Event2026-03-31

Filed2026-05-14

VYMI

Vanguard

46.33%

Shares15.7K

Event2026-03-31

Filed2026-05-14

GVI

ISHARES TR

0.50%

Shares13.8K

Event2026-03-31

Filed2026-05-14

SDVY

FIRST TR EXCHANGE-TRADED

-21.48%

Shares37.4K

Event2026-03-31

Filed2026-05-14

AGGY

WisdomTree

-11.50%

Shares33.9K

Event2026-03-31

Filed2026-05-14

IDMO

Invesco

-7.53%

Shares26.5K

Event2026-03-31

Filed2026-05-14

CFIT

Cambria Investment Management LP

-0.23%

Shares58.3K

Event2026-03-31

Filed2026-05-14

MGK

Vanguard

14.78%

Shares3.9K

Event2026-03-31

Filed2026-05-14

JHMM

John Hancock

-13.46%

Shares21.4K

Event2026-03-31

Filed2026-05-14

SIVR

ABRDN SILVER ETF TRUST

85.54%

Shares20.0K

Event2026-03-31

Filed2026-05-14

JNK

SPDR SERIES TRUST

-1.09%

Shares14.4K

Event2026-03-31

Filed2026-05-14

HYG

ISHARES TR

-6.77%

Shares17.2K

Event2026-03-31

Filed2026-05-14

DFAW

Dimensional Fund Advisors LP

3.90%

Shares18.5K

Event2026-03-31

Filed2026-05-14

DBEF

DBX ETF TR

48.88%

Shares27.0K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

-9.92%

Shares5.4K

Event2026-03-31

Filed2026-05-14

DFNM

Dimensional Fund Advisors LP

3.98%

Shares27.6K

Event2026-03-31

Filed2026-05-14

XLRE

SPDR State Street Global Advisors

42.11%

Shares32.2K

Event2026-03-31

Filed2026-05-14

DFSE

Dimensional Fund Advisors LP

3.44%

Shares30.9K

Event2026-03-31

Filed2026-05-14

SCHP

SCHWAB STRATEGIC TR

7.72%

Shares48.7K

Event2026-03-31

Filed2026-05-14

IWB

ISHARES TR

-9.75%

Shares3.6K

Event2026-03-31

Filed2026-05-14

FBTC

FD Funds Management LLC

29.25%

Shares21.5K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

144.28%

Shares1.5K

Event2026-03-31

Filed2026-05-14

EMLP

FIRST TR EXCHANGE TRADED FD

-29.03%

Shares28.8K

Event2026-03-31

Filed2026-05-14

JBND

JP Morgan Investment Management Inc

231.91%

Shares23.4K

Event2026-03-31

Filed2026-05-14

AVLV

American Century Investment Management Inc

7.12%

Shares15.5K

Event2026-03-31

Filed2026-05-14

ILTB

ISHARES

4.95%

Shares25.4K

Event2026-03-31

Filed2026-05-14

XLV

Health

6.55%

Shares8.5K

Event2026-03-31

Filed2026-05-14

IDEV

iShares

10.90%

Shares14.9K

Event2026-03-31

Filed2026-05-14

EFV

ISHARES TR

-9.69%

Shares16.3K

Event2026-03-31

Filed2026-05-14

AVGO

BROADCOM INC

67.00%

Shares3.9K

Event2026-03-31

Filed2026-05-14

CTA

Simplify Asset Management Inc

91.57%

Shares39.7K

Event2026-03-31

Filed2026-05-14