Sponsored

The Analysis of Blueprint Investment Partners LLC's Holdings & P&L

Currently, Blueprint Investment Partners LLC holds 131 types of securities in its portfolio with a total value $980.4M. In the most recent quarter, they have increased their positions in BIL (+427.8K shares, valued at $39.2M), N/A (+1.6M shares, valued at $30.5M), OPER (+280.5K shares, valued at $28.1M); decreased their positions in SPTM (-288.7K shares, valued at $22.8M), SPDW (-213.2K shares, valued at $9.7M), IEI (-81.8K shares, valued at $9.7M); initiated new positions in N/A (+1.6M shares, valued at $30.5M), SHV (+241.7K shares, valued at $26.7M), ROSC (+270.9K shares, valued at $13.1M).

1M P&L

+47.4M+5.08%

3M P&L

+9.7M+1.00%

HY P&L

+98.3M+11.15%

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/A624.6M

69.9%

2Trucking161.3M

18.0%

3Semiconductors27.7M

3.1%

Top Industries by Stock Count

1N/A96 stocks

81.4%

2Banks - Diversified3 stocks

2.5%

3Telecom Services2 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SNDR SCHNEIDER NATIONAL INC6.1M shares0.36%2026-03-312026-05-15

TFPN TIDAL TRUST II3.4M shares2.38%2026-03-312026-05-15

SPTM SPDR SERIES TRUST757.8K shares-27.59%2026-03-312026-05-15

BIL SPDR SERIES TRUST454.8K shares1582.71%2026-03-312026-05-15

IEI ISHARES TR349.0K shares-18.99%2026-03-312026-05-15

HEGD LISTED FDS TR1.6M shares-0.49%2026-03-312026-05-15

TIDAL TRUST II TIDAL TRUST II1.6M sharesnew addition2026-03-312026-05-15

OPER ETF SER SOLUTIONS295.0K shares1933.92%2026-03-312026-05-15

Sponsored

SHV ISHARES TR241.7K sharesnew addition2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS541.7K shares-28.24%2026-03-312026-05-15

NVDA NVIDIA CORPORATION121.2K shares-17.09%2026-03-312026-05-15

AAPL APPLE INC61.7K shares-15.05%2026-03-312026-05-15

VV VANGUARD INDEX FDS51.4K shares-12.02%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS209.7K shares1.23%2026-03-312026-05-15

IVV ISHARES TR20.2K shares-26.03%2026-03-312026-05-15

ROSC LATTICE STRATEGIES TR270.9K sharesnew addition2026-03-312026-05-15

Sponsored

USRT ISHARES TR219.5K shares23.23%2026-03-312026-05-15

IEMG ISHARES INC179.5K shares-29.44%2026-03-312026-05-15

GBIL GOLDMAN SACHS ETF TR118.6K shares168.26%2026-03-312026-05-15

PHYS SPROTT ASSET MANAGEMENT LP328.5K shares10.40%2026-03-312026-05-15

PSLV SPROTT ASSET MANAGEMENT LP424.7K shares-33.70%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T15.6K shares20.71%2026-03-312026-05-15

VTIP VANGUARD MALVERN FDS190.8K sharesnew addition2026-03-312026-05-15

MPLX MPLX LP152.0K shares0.66%2026-03-312026-05-15

Sponsored

ISHARES GOLD TR ISHARES GOLD TR94.2K shares0.46%2026-03-312026-05-15

TBLL INVESCO EXCH TRADED FD TR II75.7K sharesnew addition2026-03-312026-05-15

VUG VANGUARD INDEX FDS18.0K shares-22.99%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T38.1K shares-13.71%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR238.3K shares-31.60%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR242.2K shares-11.45%2026-03-312026-05-15

ITOT ISHARES TR41.4K shares16.52%2026-03-312026-05-15

XOM EXXON MOBIL CORP34.5K shares24.91%2026-03-312026-05-15

Sponsored

EVTR MORGAN STANLEY ETF TRUST115.0K sharesnew addition2026-03-312026-05-15

DYFI ETF OPPORTUNITIES TRUST253.9K shares5.16%2026-03-312026-05-15

IJH ISHARES TR83.8K shares15.94%2026-03-312026-05-15

ALPHABET INC ALPHABET INC17.7K shares-13.70%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.5K shares-30.85%2026-03-312026-05-15

OCIO ETF SER SOLUTIONS142.7K shares5.63%2026-03-312026-05-15

FNDX SCHWAB STRATEGIC TR166.8K shares27.39%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO15.8K shares-14.71%2026-03-312026-05-15

Sponsored

SCHB SCHWAB STRATEGIC TR184.3K shares-8.68%2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS92.0K shares17.73%2026-03-312026-05-15

VB VANGUARD INDEX FDS15.9K shares2.46%2026-03-312026-05-15

VTI VANGUARD INDEX FDS13.0K shares-11.83%2026-03-312026-05-15

WMT WALMART INC32.2K shares15.51%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F74.1K shares-23.42%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON16.2K shares18.53%2026-03-312026-05-15

BROADCOM INC BROADCOM INC12.7K shares-22.99%2026-03-312026-05-15

Sponsored

ALPHABET INC ALPHABET INC13.4K shares-19.08%2026-03-312026-05-15

MSFT MICROSOFT CORP10.2K shares-53.11%2026-03-312026-05-15

SDY SPDR SERIES TRUST25.3K shares6.96%2026-03-312026-05-15

VTV VANGUARD INDEX FDS18.7K shares-25.39%2026-03-312026-05-15

GOVT ISHARES TR159.6K shares-0.97%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F25.8K shares7.20%2026-03-312026-05-15

CGBL CAPITAL GROUP CORE BALANCED96.5K shares16.71%2026-03-312026-05-15

AGG ISHARES TR33.3K shares-40.71%2026-03-312026-05-15

Sponsored

CGGR CAPITAL GROUP GROWTH ETF82.2K shares11.94%2026-03-312026-05-15

EEM ISHARES TR56.3K shares57.28%2026-03-312026-05-15

IXUS ISHARES TR35.1K shares-30.91%2026-03-312026-05-15

EMB ISHARES TR32.1K shares24.14%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS32.5K shares0.02%2026-03-312026-05-15

AMZN AMAZON COM INC13.8K shares-64.70%2026-03-312026-05-15

VPU VANGUARD WORLD FD14.4K shares1.71%2026-03-312026-05-15

CVX CHEVRON CORPORATION13.5K sharesnew addition2026-03-312026-05-15

Sponsored

SPMD SPDR SERIES TRUST46.8K shares-7.59%2026-03-312026-05-15

CGGE CAPITAL GROUP GLOBAL EQUITY90.8K shares17.89%2026-03-312026-05-15

CGUS CAPITAL GROUP CORE EQUITY ET64.3K shares3.30%2026-03-312026-05-15

EZU ISHARES INC39.4K shares0.00%2026-03-312026-05-15

SPSM SPDR SERIES TRUST49.8K shares-9.40%2026-03-312026-05-15

PHDG INVESCO ACTIVELY MANAGED EXC63.6K shares-18.90%2026-03-312026-05-15

MINT PIMCO ETF TR23.0K shares29.56%2026-03-312026-05-15

CGGO CAPITAL GROUP GBL GROWTH EQT62.8K shares2.08%2026-03-312026-05-15

Sponsored

CGDG CAPITAL GROUP DIVIDEND GROWE54.9K shares15.98%2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F37.9K shares-31.08%2026-03-312026-05-15

KO COCA COLA CO24.1K shares50.20%2026-03-312026-05-15

PIZ INVESCO EXCH TRADED FD TR II36.7K shares8.63%2026-03-312026-05-15

IEFA ISHARES TR19.6K shares-4.20%2026-03-312026-05-15

SHM SPDR SERIES TRUST36.2K shares52.67%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC31.3K shares131.18%2026-03-312026-05-15

JSCP J P MORGAN EXCHANGE TRADED F31.8K sharesnew addition2026-03-312026-05-15

Sponsored

PG PROCTER & GAMBLE CO10.4K sharesnew addition2026-03-312026-05-15

CSCO CISCO SYS INC18.4K shares20.74%2026-03-312026-05-15

PULS PGIM ETF TR28.5K shares24.24%2026-03-312026-05-15

CGCB CAPITAL GRP FIXED INCM ETF T53.0K shares19.78%2026-03-312026-05-15

T AT&T INC47.6K shares164.22%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW10.5K sharesnew addition2026-03-312026-05-15

CGMM CAPITAL GROUP EQUITY ETF TR42.1K shares5.67%2026-03-312026-05-15

DJP BARCLAYS BANK PLC24.5K shares-1.71%2026-03-312026-05-15

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE27.6K shares6.20%2026-03-312026-05-15

CGMS CAPITAL GRP FIXED INCM ETF T41.2K shares23.07%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR34.2K shares2.85%2026-03-312026-05-15

FVD FIRST TR EXCHANGE-TRADED FD20.1K shares-10.08%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR32.3K shares0.41%2026-03-312026-05-15

DBMF LITMAN GREGORY FDS TR27.2K shares2.53%2026-03-312026-05-15

QDPL PACER FDS TR20.1K shares19.26%2026-03-312026-05-15

XLRE SELECT SECTOR SPDR TR19.6K sharesnew addition2026-03-312026-05-15

Sponsored

TLTW ISHARES TR34.1K shares29.21%2026-03-312026-05-15

MO ALTRIA GROUP INC11.5K sharesnew addition2026-03-312026-05-15

CGCP CAPITAL GRP FIXED INCM ETF T33.7K shares22.20%2026-03-312026-05-15

CGNG CAPITAL GROUP NEW GEOGRAPHY23.6K shares4.66%2026-03-312026-05-15

BAC BANK AMERICA CORP14.7K shares-48.31%2026-03-312026-05-15

INTC INTEL CORP16.1K shares45.93%2026-03-312026-05-15

DYNF BLACKROCK ETF TRUST11.7K sharesnew addition2026-03-312026-05-15

BIBL NORTHERN LTS FD TR IV13.6K shares-33.84%2026-03-312026-05-15

Sponsored

BNDX VANGUARD CHARLOTTE FDS12.8K shares-6.08%2026-03-312026-05-15

SCMB SCHWAB STRATEGIC TR23.6K shares-2.68%2026-03-312026-05-15

ET ENERGY TRANSFER L P30.6K shares2.26%2026-03-312026-05-15

EYLD CAMBRIA ETF TR14.1K shares2.48%2026-03-312026-05-15

SILJ AMPLIFY ETF TR19.5K shares29.30%2026-03-312026-05-15

PFE PFIZER INC20.2K shares26.70%2026-03-312026-05-15

USFR WISDOMTREE TR10.9K sharesnew addition2026-03-312026-05-15

BKDV BNY MELLON ETF TRUST II16.8K shares5.52%2026-03-312026-05-15

Sponsored

SCHV SCHWAB STRATEGIC TR15.9K shares-35.04%2026-03-312026-05-15

BKAG BNY MELLON ETF TRUST10.7K sharesnew addition2026-03-312026-05-15

INTF ISHARES TR11.5K shares0.00%2026-03-312026-05-15

FETH FIDELITY ETHEREUM FD20.2K shares-2.41%2026-03-312026-05-15

FIGR FIGURE TECHNOLOGY SOLUTIO11.7K sharesnew addition2026-03-312026-05-15

KMLM KRANESHARES TRUST13.5K shares-15.18%2026-03-312026-05-15

CTA SIMPLIFY EXCHANGE TRADED FUN11.4K shares-5.15%2026-03-312026-05-15

SCO PROSHARES TR II40.6K sharesnew addition2026-03-312026-05-15

Sponsored

ROAM LATTICE STRATEGIES TR10.3K sharesnew addition2026-03-312026-05-15

DBL DOUBLELINE OPPORTUNISTIC CR21.8K sharesnew addition2026-03-312026-05-15

TEUCRIUM COMMODITY TR TEUCRIUM COMMODITY TR13.4K sharesnew addition2026-03-312026-05-15

BSVO EA SERIES TRUST10.1K shares0.00%2026-03-312026-05-15

UUUU ENERGY FUELS INC13.9K sharesnew addition2026-03-312026-05-15

PDBC INVESCO ACTVELY MNGD ETC FD14.5K sharesnew addition2026-03-312026-05-15

F FORD MTR CO19.3K sharesnew addition2026-03-312026-05-15

FRANKLIN XRP TRUST FRANKLIN XRP TRUST15.1K sharesnew addition2026-03-312026-05-15

Sponsored

TSLG THEMES ETF TR34.0K shares13.33%2026-03-312026-05-15

RKT ROCKET COS INC13.1K sharesnew addition2026-03-312026-05-15

AOD ABRDN TOTAL DYNAMIC DIVIDEND12.3K sharesnew addition2026-03-312026-05-15

SNDR

SCHNEIDER NATIONAL INC

0.36%

Shares6.1M

Event2026-03-31

Filed2026-05-15

TFPN

TIDAL TRUST II

2.38%

Shares3.4M

Event2026-03-31

Filed2026-05-15

SPTM

SPDR SERIES TRUST

-27.59%

Shares757.8K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

1582.71%

Shares454.8K

Event2026-03-31

Filed2026-05-15

IEI

ISHARES TR

-18.99%

Shares349.0K

Event2026-03-31

Filed2026-05-15

HEGD

LISTED FDS TR

-0.49%

Shares1.6M

Event2026-03-31

Filed2026-05-15

TIDAL TRUST II

New

Shares1.6M

Event2026-03-31

Filed2026-05-15

OPER

ETF SER SOLUTIONS

1933.92%

Shares295.0K

Event2026-03-31

Filed2026-05-15

SHV

ISHARES TR

New

Shares241.7K

Event2026-03-31

Filed2026-05-15

SPDW

SPDR INDEX SHS FDS

-28.24%

Shares541.7K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-17.09%

Shares121.2K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-15.05%

Shares61.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-12.02%

Shares51.4K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

1.23%

Shares209.7K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

-26.03%

Shares20.2K

Event2026-03-31

Filed2026-05-15

ROSC

LATTICE STRATEGIES TR

New

Shares270.9K

Event2026-03-31

Filed2026-05-15

USRT

ISHARES TR

23.23%

Shares219.5K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

-29.44%

Shares179.5K

Event2026-03-31

Filed2026-05-15

GBIL

GOLDMAN SACHS ETF TR

168.26%

Shares118.6K

Event2026-03-31

Filed2026-05-15

PHYS

SPROTT ASSET MANAGEMENT LP

10.40%

Shares328.5K

Event2026-03-31

Filed2026-05-15

PSLV

SPROTT ASSET MANAGEMENT LP

-33.70%

Shares424.7K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

20.71%

Shares15.6K

Event2026-03-31

Filed2026-05-15

VTIP

VANGUARD MALVERN FDS

New

Shares190.8K

Event2026-03-31

Filed2026-05-15

MPLX

MPLX LP

0.66%

Shares152.0K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

0.46%

Shares94.2K

Event2026-03-31

Filed2026-05-15

TBLL

INVESCO EXCH TRADED FD TR II

New

Shares75.7K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

-22.99%

Shares18.0K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

-13.71%

Shares38.1K

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

-31.60%

Shares238.3K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

-11.45%

Shares242.2K

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

16.52%

Shares41.4K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

24.91%

Shares34.5K

Event2026-03-31

Filed2026-05-15

EVTR

MORGAN STANLEY ETF TRUST

New

Shares115.0K

Event2026-03-31

Filed2026-05-15

DYFI

ETF OPPORTUNITIES TRUST

5.16%

Shares253.9K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

15.94%

Shares83.8K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-13.70%

Shares17.7K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-30.85%

Shares10.5K

Event2026-03-31

Filed2026-05-15

OCIO

ETF SER SOLUTIONS

5.63%

Shares142.7K

Event2026-03-31

Filed2026-05-15

FNDX

SCHWAB STRATEGIC TR

27.39%

Shares166.8K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-14.71%

Shares15.8K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

-8.68%

Shares184.3K

Event2026-03-31

Filed2026-05-15

SPEM

SPDR INDEX SHS FDS

17.73%

Shares92.0K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

2.46%

Shares15.9K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

-11.83%

Shares13.0K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

15.51%

Shares32.2K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

-23.42%

Shares74.1K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

18.53%

Shares16.2K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

-22.99%

Shares12.7K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-19.08%

Shares13.4K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-53.11%

Shares10.2K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

6.96%

Shares25.3K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

-25.39%

Shares18.7K

Event2026-03-31

Filed2026-05-15

GOVT

ISHARES TR

-0.97%

Shares159.6K

Event2026-03-31

Filed2026-05-15

VANGUARD INTL EQUITY INDEX F

7.20%

Shares25.8K

Event2026-03-31

Filed2026-05-15

CGBL

CAPITAL GROUP CORE BALANCED

16.71%

Shares96.5K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

-40.71%

Shares33.3K

Event2026-03-31

Filed2026-05-15

CGGR

CAPITAL GROUP GROWTH ETF

11.94%

Shares82.2K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

57.28%

Shares56.3K

Event2026-03-31

Filed2026-05-15

IXUS

ISHARES TR

-30.91%

Shares35.1K

Event2026-03-31

Filed2026-05-15

EMB

ISHARES TR

24.14%

Shares32.1K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

0.02%

Shares32.5K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-64.70%

Shares13.8K

Event2026-03-31

Filed2026-05-15

VPU

VANGUARD WORLD FD

1.71%

Shares14.4K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

New

Shares13.5K

Event2026-03-31

Filed2026-05-15

SPMD

SPDR SERIES TRUST

-7.59%

Shares46.8K

Event2026-03-31

Filed2026-05-15

CGGE

CAPITAL GROUP GLOBAL EQUITY

17.89%

Shares90.8K

Event2026-03-31

Filed2026-05-15

CGUS

CAPITAL GROUP CORE EQUITY ET

3.30%

Shares64.3K

Event2026-03-31

Filed2026-05-15

EZU

ISHARES INC

0.00%

Shares39.4K

Event2026-03-31

Filed2026-05-15

SPSM

SPDR SERIES TRUST

-9.40%

Shares49.8K

Event2026-03-31

Filed2026-05-15

PHDG

INVESCO ACTIVELY MANAGED EXC

-18.90%

Shares63.6K

Event2026-03-31

Filed2026-05-15

MINT

PIMCO ETF TR

29.56%

Shares23.0K

Event2026-03-31

Filed2026-05-15

CGGO

CAPITAL GROUP GBL GROWTH EQT

2.08%

Shares62.8K

Event2026-03-31

Filed2026-05-15

CGDG

CAPITAL GROUP DIVIDEND GROWE

15.98%

Shares54.9K

Event2026-03-31

Filed2026-05-15

JPST

J P MORGAN EXCHANGE TRADED F

-31.08%

Shares37.9K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

50.20%

Shares24.1K

Event2026-03-31

Filed2026-05-15

PIZ

INVESCO EXCH TRADED FD TR II

8.63%

Shares36.7K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

-4.20%

Shares19.6K

Event2026-03-31

Filed2026-05-15

SHM

SPDR SERIES TRUST

52.67%

Shares36.2K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

131.18%

Shares31.3K

Event2026-03-31

Filed2026-05-15

JSCP

J P MORGAN EXCHANGE TRADED F

New

Shares31.8K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

New

Shares10.4K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

20.74%

Shares18.4K

Event2026-03-31

Filed2026-05-15

PULS

PGIM ETF TR

24.24%

Shares28.5K

Event2026-03-31

Filed2026-05-15

CGCB

CAPITAL GRP FIXED INCM ETF T

19.78%

Shares53.0K

Event2026-03-31

Filed2026-05-15

AT&T INC

164.22%

Shares47.6K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

New

Shares10.5K

Event2026-03-31

Filed2026-05-15

CGMM

CAPITAL GROUP EQUITY ETF TR

5.67%

Shares42.1K

Event2026-03-31

Filed2026-05-15

DJP

BARCLAYS BANK PLC

-1.71%

Shares24.5K

Event2026-03-31

Filed2026-05-15

CGDV

CAPITAL GROUP DIVIDEND VALUE

6.20%

Shares27.6K

Event2026-03-31

Filed2026-05-15

CGMS

CAPITAL GRP FIXED INCM ETF T

23.07%

Shares41.2K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

2.85%

Shares34.2K

Event2026-03-31

Filed2026-05-15

FVD

FIRST TR EXCHANGE-TRADED FD

-10.08%

Shares20.1K

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB STRATEGIC TR

0.41%

Shares32.3K

Event2026-03-31

Filed2026-05-15

DBMF

LITMAN GREGORY FDS TR

2.53%

Shares27.2K

Event2026-03-31

Filed2026-05-15

QDPL

PACER FDS TR

19.26%

Shares20.1K

Event2026-03-31

Filed2026-05-15

XLRE

SELECT SECTOR SPDR TR

New

Shares19.6K

Event2026-03-31

Filed2026-05-15

TLTW

ISHARES TR

29.21%

Shares34.1K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

New

Shares11.5K

Event2026-03-31

Filed2026-05-15

CGCP

CAPITAL GRP FIXED INCM ETF T

22.20%

Shares33.7K

Event2026-03-31

Filed2026-05-15

CGNG

CAPITAL GROUP NEW GEOGRAPHY

4.66%

Shares23.6K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

-48.31%

Shares14.7K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

45.93%

Shares16.1K

Event2026-03-31

Filed2026-05-15

DYNF

BLACKROCK ETF TRUST

New

Shares11.7K

Event2026-03-31

Filed2026-05-15

BIBL

NORTHERN LTS FD TR IV

-33.84%

Shares13.6K

Event2026-03-31

Filed2026-05-15

BNDX

VANGUARD CHARLOTTE FDS

-6.08%

Shares12.8K

Event2026-03-31

Filed2026-05-15

SCMB

SCHWAB STRATEGIC TR

-2.68%

Shares23.6K

Event2026-03-31

Filed2026-05-15

ENERGY TRANSFER L P

2.26%

Shares30.6K

Event2026-03-31

Filed2026-05-15

EYLD

CAMBRIA ETF TR

2.48%

Shares14.1K

Event2026-03-31

Filed2026-05-15

SILJ

AMPLIFY ETF TR

29.30%

Shares19.5K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

26.70%

Shares20.2K

Event2026-03-31

Filed2026-05-15

USFR

WISDOMTREE TR

New

Shares10.9K

Event2026-03-31

Filed2026-05-15

BKDV

BNY MELLON ETF TRUST II

5.52%

Shares16.8K

Event2026-03-31

Filed2026-05-15

SCHV

SCHWAB STRATEGIC TR

-35.04%

Shares15.9K

Event2026-03-31

Filed2026-05-15

BKAG

BNY MELLON ETF TRUST

New

Shares10.7K

Event2026-03-31

Filed2026-05-15

INTF

ISHARES TR

0.00%

Shares11.5K

Event2026-03-31

Filed2026-05-15

FETH

FIDELITY ETHEREUM FD

-2.41%

Shares20.2K

Event2026-03-31

Filed2026-05-15

FIGR

FIGURE TECHNOLOGY SOLUTIO

New

Shares11.7K

Event2026-03-31

Filed2026-05-15

KMLM

KRANESHARES TRUST

-15.18%

Shares13.5K

Event2026-03-31

Filed2026-05-15

CTA

SIMPLIFY EXCHANGE TRADED FUN

-5.15%

Shares11.4K

Event2026-03-31

Filed2026-05-15

SCO

PROSHARES TR II

New

Shares40.6K

Event2026-03-31

Filed2026-05-15

ROAM

LATTICE STRATEGIES TR

New

Shares10.3K

Event2026-03-31

Filed2026-05-15

DBL

DOUBLELINE OPPORTUNISTIC CR

New

Shares21.8K

Event2026-03-31

Filed2026-05-15

TEUCRIUM COMMODITY TR

New

Shares13.4K

Event2026-03-31

Filed2026-05-15

BSVO

EA SERIES TRUST

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-15

UUUU

ENERGY FUELS INC

New

Shares13.9K

Event2026-03-31

Filed2026-05-15

PDBC

INVESCO ACTVELY MNGD ETC FD

New

Shares14.5K

Event2026-03-31

Filed2026-05-15

FORD MTR CO

New

Shares19.3K

Event2026-03-31

Filed2026-05-15

FRANKLIN XRP TRUST

New

Shares15.1K

Event2026-03-31

Filed2026-05-15

TSLG

THEMES ETF TR

13.33%

Shares34.0K

Event2026-03-31

Filed2026-05-15

RKT

ROCKET COS INC

New

Shares13.1K

Event2026-03-31

Filed2026-05-15

AOD

ABRDN TOTAL DYNAMIC DIVIDEND

New

Shares12.3K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available