Sponsored
The Analysis of Cambridge Investment Research Advisors, Inc.'s Holdings & P&L
Currently, Cambridge Investment Research Advisors, Inc. holds 3924 types of securities in its portfolio with a total value $38.8M. In the most recent quarter, they have increased their positions in IVV (+205.3K shares, valued at $134.1K), BIL (+953.2K shares, valued at $87.4K), HECA (+1.5M shares, valued at $42.7K); decreased their positions in SPY (-52.1K shares, valued at $33.9K), OEF (-93.1K shares, valued at $29.6K), N/A (-48.4K shares, valued at $27.9K); initiated new positions in HECA (+1.5M shares, valued at $42.7K), SCUS (+1.2M shares, valued at $30.8K), YNOT (+806.9K shares, valued at $21.4K).
1M P&L
+1.0B+2.75%
3M P&L
-1.2B-3.03%
HY P&L
+634.8M+1.72%
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/A23.3M
67.5%
2Semiconductors1.4M
4.0%
3Consumer Electronics1.1M
3.2%
Top Industries by Stock Count
1N/A2132 stocks
58.0%
2Biotechnology74 stocks
2.0%
3Banks - Regional73 stocks
2.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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PROFESIONALLY MANAGED PORTFO AKRE PROFESIONALLY MANAGED PORTFO AKRE954.0K shares-11.05%2026-03-312026-04-30
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INVESCO EXCHANGE TRADED FD T RAFI INVESCO EXCHANGE TRADED FD T RAFI496.4K shares22.29%2026-03-312026-04-30
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VANGUARD INDEX FDS
1.64%VANGUARD INDEX FDS
Shares1.9M
Event2026-03-31
Filed2026-04-30
AAPL
0.17%APPLE
Shares4.4M
Event2026-03-31
Filed2026-04-30
NVDA
3.06%NVIDIA CORPORATION
Shares5.7M
Event2026-03-31
Filed2026-04-30
IVV
20.58%ISHARES
Shares1.2M
Event2026-03-31
Filed2026-04-30
INVESCO
-3.66%INVESCO
Shares1.3M
Event2026-03-31
Filed2026-04-30
VTI
2.50%VANGUARD INDEX FDS
Shares2.1M
Event2026-03-31
Filed2026-04-30
AMZN
0.82%AMAZON
Shares2.4M
Event2026-03-31
Filed2026-04-30
VXUS
-2.81%VANGUARD STAR FDS VG TL
Shares6.2M
Event2026-03-31
Filed2026-04-30
MSFT
3.87%MICROSOFT
Shares1.3M
Event2026-03-31
Filed2026-04-30
SPY
-7.49%STATE
Shares643.7K
Event2026-03-31
Filed2026-04-30
BERKSHIRE HATHAWAY INC DEL
-5.79%BERKSHIRE HATHAWAY INC DEL
Shares741.9K
Event2026-03-31
Filed2026-04-30
CGDV
8.23%CAPITAL GROUP
Shares7.6M
Event2026-03-31
Filed2026-04-30
ALPHABET
3.13%ALPHABET
Shares1.0M
Event2026-03-31
Filed2026-04-30
ALPHABET
-2.45%ALPHABET
Shares936.9K
Event2026-03-31
Filed2026-04-30
GLD
-1.45%SPDR
Shares584.0K
Event2026-03-31
Filed2026-04-30
BIL
56.21%SPDR SERIES TRUST STATE
Shares2.6M
Event2026-03-31
Filed2026-04-30
VUG
5.02%VANGUARD INDEX FDS
Shares538.6K
Event2026-03-31
Filed2026-04-30
VEA
10.68%VANGUARD TAX-MANAGED FDS VAN
Shares3.5M
Event2026-03-31
Filed2026-04-30
RDVY
19.27%FIRST TR EXCHANGE TRADED FD RISNG
Shares3.2M
Event2026-03-31
Filed2026-04-30
BROADCOM
2.52%BROADCOM
Shares690.8K
Event2026-03-31
Filed2026-04-30
VTV
8.66%VANGUARD INDEX FDS
Shares1.0M
Event2026-03-31
Filed2026-04-30
JPM
6.32%JPMORGAN CHASE &
Shares685.3K
Event2026-03-31
Filed2026-04-30
SCHD
2.73%SCHWAB STRATEGIC
Shares6.5M
Event2026-03-31
Filed2026-04-30
BND
9.00%VANGUARD BD INDEX FDS
Shares2.7M
Event2026-03-31
Filed2026-04-30
COWZ
-3.21%PACER FDS TR US CASH COWS
Shares3.2M
Event2026-03-31
Filed2026-04-30
META
-1.94%META PLATFORMS
Shares338.4K
Event2026-03-31
Filed2026-04-30
XOM
-1.58%EXXON MOBIL
Shares1.1M
Event2026-03-31
Filed2026-04-30
TSLA
-0.58%TESLA
Shares494.8K
Event2026-03-31
Filed2026-04-30
VIG
-0.63%VANGUARD SPECIALIZED FUNDS
Shares854.9K
Event2026-03-31
Filed2026-04-30
CGGR
4.45%CAPITAL GROUP
Shares4.6M
Event2026-03-31
Filed2026-04-30
JPST
5.78%J P MORGAN EXCHANGE TRADED
Shares3.5M
Event2026-03-31
Filed2026-04-30
SPYM
4.28%SPDR SERIES TRUST STATE
Shares2.2M
Event2026-03-31
Filed2026-04-30
WMT
2.65%WALMART
Shares1.4M
Event2026-03-31
Filed2026-04-30
VYM
-0.01%VANGUARD WHITEHALL FDS
Shares1.1M
Event2026-03-31
Filed2026-04-30
LLY
-0.28%ELI LILLY &
Shares173.5K
Event2026-03-31
Filed2026-04-30
PLTR
-8.81%PALANTIR TECHNOLOGIES
Shares1.1M
Event2026-03-31
Filed2026-04-30
XLK
-5.32%SELECT SECTOR SPDR TR STATE
Shares1.2M
Event2026-03-31
Filed2026-04-30
CAT
-1.54%CATERPILLAR
Shares210.6K
Event2026-03-31
Filed2026-04-30
AGG
4.94%ISHARES TR CORE US AGGBD
Shares1.5M
Event2026-03-31
Filed2026-04-30
INVESCO EXCHANGE TRADED
10.81%INVESCO EXCHANGE TRADED
Shares758.9K
Event2026-03-31
Filed2026-04-30
BNDX
10.98%VANGUARD CHARLOTTE FDS
Shares3.0M
Event2026-03-31
Filed2026-04-30
IEFA
28.37%ISHARES
Shares1.6M
Event2026-03-31
Filed2026-04-30
COST
1.33%COSTCO WHOLESALE CORPORATION
Shares138.8K
Event2026-03-31
Filed2026-04-30
IVW
1.59%ISHARES
Shares1.1M
Event2026-03-31
Filed2026-04-30
USMV
-5.76%ISHARES TR MSCI USA MIN
Shares1.3M
Event2026-03-31
Filed2026-04-30
AIRR
10.55%FIRST TR EXCHANGE TRADED FD RBA
Shares1.1M
Event2026-03-31
Filed2026-04-30
ABBV
1.30%ABBVIE
Shares552.3K
Event2026-03-31
Filed2026-04-30
CGUS
13.15%CAPITAL GROUP
Shares3.1M
Event2026-03-31
Filed2026-04-30
SPMO
19.72%INVESCO EXCH TRADED FD TR II
Shares1.1M
Event2026-03-31
Filed2026-04-30
VGT
-2.44%VANGUARD
Shares167.4K
Event2026-03-31
Filed2026-04-30
JNJ
1.29%JOHNSON & JOHNSON
Shares477.5K
Event2026-03-31
Filed2026-04-30
V
-1.29%VISA
Shares383.3K
Event2026-03-31
Filed2026-04-30
IVE
5.02%ISHARES
Shares540.2K
Event2026-03-31
Filed2026-04-30
CVX
3.46%CHEVRON CORPORATION
Shares545.1K
Event2026-03-31
Filed2026-04-30
CGGO
4.56%CAPITAL GROUP
Shares3.4M
Event2026-03-31
Filed2026-04-30
BSV
8.80%VANGUARD BD INDEX FDS
Shares1.4M
Event2026-03-31
Filed2026-04-30
BUFR
0.83%FIRST TR EXCHNG TRADED FD VI FT VEST
Shares3.3M
Event2026-03-31
Filed2026-04-30
PHYS
1.55%SPROTT ASSET MANAGEMENT LP PHYSICAL
Shares3.1M
Event2026-03-31
Filed2026-04-30
PG
0.70%PROCTER & GAMBLE
Shares740.1K
Event2026-03-31
Filed2026-04-30
IJR
2.11%ISHARES
Shares852.4K
Event2026-03-31
Filed2026-04-30
JAAA
8.36%JANUS DETROIT STR TR HENDRSON AAA
Shares2.1M
Event2026-03-31
Filed2026-04-30
QQQM
14.25%INVESCO EXCH TRADED FD TR II
Shares443.3K
Event2026-03-31
Filed2026-04-30
SPYG
49.65%SPDR SERIES TRUST STATE
Shares1.1M
Event2026-03-31
Filed2026-04-30
VB
-0.32%VANGUARD INDEX FDS
Shares395.7K
Event2026-03-31
Filed2026-04-30
IWM
37.07%ISHARES
Shares415.2K
Event2026-03-31
Filed2026-04-30
SDVY
10.53%FIRST TR EXCHANGE TRADED FD SMID RISNG
Shares2.6M
Event2026-03-31
Filed2026-04-30
JEPI
-6.10%J P MORGAN EXCHANGE TRADED
Shares1.8M
Event2026-03-31
Filed2026-04-30
IJH
24.23%ISHARES
Shares1.4M
Event2026-03-31
Filed2026-04-30
IEF
32.73%ISHARES TR 7-10 YR TRSY
Shares1.0M
Event2026-03-31
Filed2026-04-30
IEMG
3.89%ISHARES
Shares1.4M
Event2026-03-31
Filed2026-04-30
VO
13.94%VANGUARD INDEX FDS
Shares327.4K
Event2026-03-31
Filed2026-04-30
ITOT
-1.34%ISHARES
Shares656.7K
Event2026-03-31
Filed2026-04-30
TSM
2.27%TAIWAN SEMICONDUCTOR MANUFAC SPONSORED
Shares272.4K
Event2026-03-31
Filed2026-04-30
MINT
16.34%PIMCO
Shares902.4K
Event2026-03-31
Filed2026-04-30
IWY
2.87%ISHARES TR RUS TP200
Shares359.8K
Event2026-03-31
Filed2026-04-30
AMD
5.55%ADVANCED MICRO DEVICES
Shares437.4K
Event2026-03-31
Filed2026-04-30
QUAL
-9.27%ISHARES TR MSCI USA QLT
Shares461.7K
Event2026-03-31
Filed2026-04-30
VXF
-1.12%VANGUARD INDEX FDS EXTEND
Shares427.0K
Event2026-03-31
Filed2026-04-30
IWF
-0.90%ISHARES TR RUS
Shares203.9K
Event2026-03-31
Filed2026-04-30
PVAL
18.42%PUTNAM ETF TRUST
Shares1.9M
Event2026-03-31
Filed2026-04-30
ISHARES
-5.20%ISHARES
Shares960.6K
Event2026-03-31
Filed2026-04-30
SCHG
-10.39%SCHWAB STRATEGIC TR US LCAP
Shares2.9M
Event2026-03-31
Filed2026-04-30
VCIT
12.05%VANGUARD SCOTTSDALE FDS INT-TERM
Shares1.0M
Event2026-03-31
Filed2026-04-30
FTCS
-9.03%FIRST TR EXCHANGE-TRADED
Shares892.0K
Event2026-03-31
Filed2026-04-30
TLT
-3.20%ISHARES
Shares952.0K
Event2026-03-31
Filed2026-04-30
GSY
6.45%INVESCO ACTIVELY MANAGED EXC
Shares1.6M
Event2026-03-31
Filed2026-04-30
BIV
12.38%VANGUARD BD INDEX FDS
Shares1.1M
Event2026-03-31
Filed2026-04-30
NFLX
-2.00%NETFLIX INC.
Shares836.5K
Event2026-03-31
Filed2026-04-30
HD
-2.41%HOME DEPOT
Shares243.0K
Event2026-03-31
Filed2026-04-30
T
8.79%AT&T
Shares2.7M
Event2026-03-31
Filed2026-04-30
FBND
6.43%FIDELITY MERRIMACK
Shares1.7M
Event2026-03-31
Filed2026-04-30
CGBL
1.92%CAPITAL GROUP CORE BALANCED
Shares2.3M
Event2026-03-31
Filed2026-04-30
VZ
4.24%VERIZON COMMUNICATIONS
Shares1.6M
Event2026-03-31
Filed2026-04-30
IBM
-0.05%INTERNATIONAL BUSINESS MACHS
Shares323.8K
Event2026-03-31
Filed2026-04-30
DGRO
4.10%ISHARES
Shares1.1M
Event2026-03-31
Filed2026-04-30
XLE
16.45%SELECT SECTOR SPDR TR STATE
Shares1.3M
Event2026-03-31
Filed2026-04-30
IXUS
17.45%ISHARES
Shares894.7K
Event2026-03-31
Filed2026-04-30
DYNF
-4.35%BLACKROCK ETF TRUST
Shares1.3M
Event2026-03-31
Filed2026-04-30
IUSB
8.19%ISHARES TR CORE UNIVRSL
Shares1.6M
Event2026-03-31
Filed2026-04-30
SMH
-7.70%VANECK ETF TRUST SEMICONDUCTR
Shares193.7K
Event2026-03-31
Filed2026-04-30
BLUEROCK PVT REAL ESTATE
1.90%BLUEROCK PVT REAL ESTATE
Shares4.5M
Event2026-03-31
Filed2026-04-30
TCAF
18.73%T ROWE PRICE
Shares2.0M
Event2026-03-31
Filed2026-04-30
MU
8.79%MICRON
Shares214.6K
Event2026-03-31
Filed2026-04-30
SCHX
3.57%SCHWAB STRATEGIC
Shares2.8M
Event2026-03-31
Filed2026-04-30
SGOV
0.90%ISHARES TR 0-3
Shares694.7K
Event2026-03-31
Filed2026-04-30
DLN
4.36%WISDOMTREE
Shares753.6K
Event2026-03-31
Filed2026-04-30
MCD
5.12%MCDONALDS
Shares211.0K
Event2026-03-31
Filed2026-04-30
MOAT
-4.70%VANECK ETF TRUST MRNGSTR WDE
Shares656.1K
Event2026-03-31
Filed2026-04-30
KO
1.55%COCA
Shares834.1K
Event2026-03-31
Filed2026-04-30
FDL
3.34%FIRST TR EXCHANGE-TRADED
Shares1.2M
Event2026-03-31
Filed2026-04-30
SPDW
-3.87%SPDR
Shares1.4M
Event2026-03-31
Filed2026-04-30
MA
-4.20%MASTERCARD INCORPORATED
Shares123.6K
Event2026-03-31
Filed2026-04-30
VMBS
10.87%VANGUARD SCOTTSDALE FDS MTG-BKD
Shares1.3M
Event2026-03-31
Filed2026-04-30
BBUS
3.05%J P MORGAN EXCHANGE TRADED F BETABUILDRS
Shares519.4K
Event2026-03-31
Filed2026-04-30
FTSM
4.42%FIRST TR EXCHANGE-TRADED FD FIRST
Shares1.0M
Event2026-03-31
Filed2026-04-30
EFV
2.23%ISHARES
Shares817.0K
Event2026-03-31
Filed2026-04-30
FNDX
17.72%SCHWAB STRATEGIC TR FUNDAMENTAL
Shares2.2M
Event2026-03-31
Filed2026-04-30
GEV
14.00%GE VERNOVA
Shares69.3K
Event2026-03-31
Filed2026-04-30
IWB
-1.81%ISHARES TR RUS
Shares168.5K
Event2026-03-31
Filed2026-04-30
CSCO
1.99%CISCO SYS
Shares771.9K
Event2026-03-31
Filed2026-04-30
RTX
6.32%RTX CORPORATION
Shares307.8K
Event2026-03-31
Filed2026-04-30
SPTM
1.75%SPDR SERIES TRUST STATE
Shares749.9K
Event2026-03-31
Filed2026-04-30
VWO
-20.61%VANGUARD INTL EQUITY INDEX F FTSE EMR
Shares1.1M
Event2026-03-31
Filed2026-04-30
NEE
-0.20%NEXTERA
Shares619.2K
Event2026-03-31
Filed2026-04-30
SLV
3.00%ISHARES
Shares840.1K
Event2026-03-31
Filed2026-04-30
CGDG
19.29%CAPITAL GROUP DIVIDEND GROWE
Shares1.6M
Event2026-03-31
Filed2026-04-30
CGMU
10.16%CAPITAL GRP
Shares2.1M
Event2026-03-31
Filed2026-04-30
SOXX
-17.75%ISHARES
Shares173.0K
Event2026-03-31
Filed2026-04-30
FVD
-13.21%FIRST TR EXCHANGE-TRADED
Shares1.2M
Event2026-03-31
Filed2026-04-30
CRWD
0.99%CROWDSTRIKE HLDGS
Shares144.0K
Event2026-03-31
Filed2026-04-30
MGV
-3.05%VANGUARD
Shares385.9K
Event2026-03-31
Filed2026-04-30
GRID
59.20%FIRST TR EXCHANGE-TRADED FD NASDQ CLN
Shares340.0K
Event2026-03-31
Filed2026-04-30
EFA
-19.86%ISHARES
Shares565.3K
Event2026-03-31
Filed2026-04-30
JQUA
0.53%J P MORGAN EXCHANGE TRADED
Shares892.7K
Event2026-03-31
Filed2026-04-30
GE
5.03%GE
Shares192.0K
Event2026-03-31
Filed2026-04-30
NEAR
7.94%ISHARES
Shares1.1M
Event2026-03-31
Filed2026-04-30
MTUM
8.99%ISHARES
Shares225.4K
Event2026-03-31
Filed2026-04-30
XLF
-6.50%SELECT SECTOR SPDR TR STATE
Shares1.1M
Event2026-03-31
Filed2026-04-30
FTEC
-0.56%FIDELITY COVINGTON TRUST
Shares258.4K
Event2026-03-31
Filed2026-04-30
PEP
1.80%PEPSICO
Shares344.2K
Event2026-03-31
Filed2026-04-30
BOXX
-8.33%EA SERIES TRUST ALPHA ARC
Shares459.2K
Event2026-03-31
Filed2026-04-30
CGCP
3.19%CAPITAL GRP
Shares2.4M
Event2026-03-31
Filed2026-04-30
LMT
5.36%LOCKHEED MARTIN
Shares85.7K
Event2026-03-31
Filed2026-04-30
VGIT
19.98%VANGUARD SCOTTSDALE FDS
Shares858.1K
Event2026-03-31
Filed2026-04-30
IWR
9.00%ISHARES TR RUS
Shares519.6K
Event2026-03-31
Filed2026-04-30
MO
-1.50%ALTRIA GROUP
Shares765.5K
Event2026-03-31
Filed2026-04-30
PROFESIONALLY MANAGED PORTFO AKRE
-11.05%PROFESIONALLY MANAGED PORTFO AKRE
Shares954.0K
Event2026-03-31
Filed2026-04-30
PFE
-1.65%PFIZER
Shares1.8M
Event2026-03-31
Filed2026-04-30
PYLD
85.01%PIMCO
Shares1.9M
Event2026-03-31
Filed2026-04-30
XLU
1.49%SELECT SECTOR SPDR TR STATE
Shares1.1M
Event2026-03-31
Filed2026-04-30
JEPQ
8.07%J P MORGAN EXCHANGE TRADED
Shares892.1K
Event2026-03-31
Filed2026-04-30
MERCK &
-2.51%MERCK &
Shares411.3K
Event2026-03-31
Filed2026-04-30
AVDE
54.95%AMERICAN CENTY
Shares580.2K
Event2026-03-31
Filed2026-04-30
VV
2.05%VANGUARD INDEX FDS
Shares163.8K
Event2026-03-31
Filed2026-04-30
DIA
-8.25%STATE
Shares105.2K
Event2026-03-31
Filed2026-04-30
AMAT
3.16%APPLIED MATLS
Shares142.5K
Event2026-03-31
Filed2026-04-30
CIBR
-2.02%FIRST TR EXCHANGE-TRADED FD NASDAQ CYB
Shares773.0K
Event2026-03-31
Filed2026-04-30
TIP
185.79%ISHARES
Shares427.8K
Event2026-03-31
Filed2026-04-30
CGMS
19.63%CAPITAL GRP FIXED INCM ETF
Shares1.7M
Event2026-03-31
Filed2026-04-30
DUKE
3.98%DUKE
Shares359.6K
Event2026-03-31
Filed2026-04-30
CGHM
12.44%CAPITAL GRP
Shares1.8M
Event2026-03-31
Filed2026-04-30
XLV
7.43%SELECT SECTOR SPDR TR STATE
Shares317.8K
Event2026-03-31
Filed2026-04-30
SO
3.65%SOUTHERN
Shares477.0K
Event2026-03-31
Filed2026-04-30
SPYV
-10.18%SPDR SERIES TRUST STATE
Shares812.7K
Event2026-03-31
Filed2026-04-30
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares64
Event2026-03-31
Filed2026-04-30
BLV
-0.03%VANGUARD BD INDEX FDS
Shares665.5K
Event2026-03-31
Filed2026-04-30
DGRW
27.91%WISDOMTREE
Shares520.2K
Event2026-03-31
Filed2026-04-30
FDVV
2.41%FIDELITY COVINGTON TRUST
Shares822.1K
Event2026-03-31
Filed2026-04-30
NOBL
-8.23%PROSHARES
Shares426.8K
Event2026-03-31
Filed2026-04-30
SCHF
18.04%SCHWAB STRATEGIC
Shares1.8M
Event2026-03-31
Filed2026-04-30
USFR
-15.05%WISDOMTREE
Shares889.5K
Event2026-03-31
Filed2026-04-30
JMTG
4.01%J P MORGAN EXCHANGE TRADED
Shares871.4K
Event2026-03-31
Filed2026-04-30
XMMO
23.62%INVESCO EXCHANGE TRADED
Shares300.7K
Event2026-03-31
Filed2026-04-30
MBB
12.02%ISHARES
Shares457.6K
Event2026-03-31
Filed2026-04-30
TFLO
-6.50%ISHARES TR TRS FLT
Shares856.3K
Event2026-03-31
Filed2026-04-30
BAC
0.39%BANK AMERICA
Shares888.5K
Event2026-03-31
Filed2026-04-30
ORCL
13.38%ORACLE
Shares293.1K
Event2026-03-31
Filed2026-04-30
SCHB
-3.56%SCHWAB STRATEGIC TR US BRD
Shares1.7M
Event2026-03-31
Filed2026-04-30
HECA
NewETF OPPORTUNITIES TRUST HEDGEYE
Shares1.5M
Event2026-03-31
Filed2026-04-30
BENJ
1.42%HORIZON FDS LANDMARK
Shares813.8K
Event2026-03-31
Filed2026-04-30
GCOW
9.25%PACER FDS TR GLOBL
Shares908.5K
Event2026-03-31
Filed2026-04-30
ALPS ETF TR ALERIAN
166.84%ALPS ETF TR ALERIAN
Shares797.8K
Event2026-03-31
Filed2026-04-30
GS
-0.35%GOLDMAN SACHS GROUP
Shares49.5K
Event2026-03-31
Filed2026-04-30
CGCB
12.05%CAPITAL GRP
Shares1.6M
Event2026-03-31
Filed2026-04-30
IXN
0.90%ISHARES
Shares418.5K
Event2026-03-31
Filed2026-04-30
ONEY
364.69%SPDR SERIES TRUST STATE
Shares345.3K
Event2026-03-31
Filed2026-04-30
MUB
13.62%ISHARES TR NATIONAL
Shares388.8K
Event2026-03-31
Filed2026-04-30
ET
5.97%ENERGY TRANSFER
Shares2.1M
Event2026-03-31
Filed2026-04-30
MGK
4.83%VANGUARD
Shares111.5K
Event2026-03-31
Filed2026-04-30
GLW
3.20%CORNING
Shares300.6K
Event2026-03-31
Filed2026-04-30
DFAC
3.58%DIMENSIONAL ETF TRUST
Shares1.1M
Event2026-03-31
Filed2026-04-30
VEU
-1.58%VANGUARD INTL EQUITY INDEX F ALLWRLD
Shares542.5K
Event2026-03-31
Filed2026-04-30
GOVT
62.98%ISHARES
Shares1.8M
Event2026-03-31
Filed2026-04-30
BA
-2.00%BOEING
Shares200.9K
Event2026-03-31
Filed2026-04-30
DE
1.69%DEERE &
Shares70.8K
Event2026-03-31
Filed2026-04-30
PTLC
-7.26%PACER FDS TR TRENDP
Shares759.0K
Event2026-03-31
Filed2026-04-30
EFAV
0.51%ISHARES TR MSCI EAFE MIN
Shares433.2K
Event2026-03-31
Filed2026-04-30
PSLV
39.33%SPROTT ASSET MANAGEMENT LP PHYSICAL
Shares1.6M
Event2026-03-31
Filed2026-04-30
AMGN
1.60%AMGEN
Shares109.3K
Event2026-03-31
Filed2026-04-30
PM
-0.71%PHILIP MORRIS
Shares232.5K
Event2026-03-31
Filed2026-04-30
SPEM
0.57%SPDR
Shares817.6K
Event2026-03-31
Filed2026-04-30
VBR
6.10%VANGUARD INDEX FDS
Shares175.8K
Event2026-03-31
Filed2026-04-30
PULS
19.42%PGIM ETF TR PGIM
Shares770.6K
Event2026-03-31
Filed2026-04-30
JIRE
0.71%J P MORGAN EXCHANGE TRADED F INTRNL
Shares499.8K
Event2026-03-31
Filed2026-04-30
FNDF
-6.10%SCHWAB STRATEGIC TR FUNDAMENTAL
Shares773.1K
Event2026-03-31
Filed2026-04-30
FENI
62.70%FIDELITY COVINGTON TRUST
Shares1.0M
Event2026-03-31
Filed2026-04-30
VHT
-29.79%VANGUARD WORLD FD HEALTH CAR
Shares136.6K
Event2026-03-31
Filed2026-04-30
LMBS
33.36%FIRST TR EXCHANGE-TRADED
Shares740.9K
Event2026-03-31
Filed2026-04-30
ITA
-0.13%ISHARES TR US AER
Shares167.9K
Event2026-03-31
Filed2026-04-30
LAM
1.29%LAM
Shares170.5K
Event2026-03-31
Filed2026-04-30
PWB
9.72%INVESCO EXCHANGE TRADED
Shares289.0K
Event2026-03-31
Filed2026-04-30
O
1.57%REALTY
Shares583.1K
Event2026-03-31
Filed2026-04-30
AXP
-2.40%AMERICAN EXPRESS
Shares117.6K
Event2026-03-31
Filed2026-04-30
AVUV
19.26%AMERICAN CENTY
Shares320.2K
Event2026-03-31
Filed2026-04-30
WFC
-1.15%WELLS FARGO &
Shares440.0K
Event2026-03-31
Filed2026-04-30
WM
8.54%WASTE MGMT INC DEL
Shares151.6K
Event2026-03-31
Filed2026-04-30
ASML
17.18%ASML HLDG
Shares26.3K
Event2026-03-31
Filed2026-04-30
XLI
25.79%SELECT SECTOR SPDR TR STATE
Shares214.4K
Event2026-03-31
Filed2026-04-30
GARP
1.33%ISHARES
Shares536.7K
Event2026-03-31
Filed2026-04-30
COWG
6.74%PACER FDS
Shares1.0M
Event2026-03-31
Filed2026-04-30
GLDM
-11.72%WORLD
Shares368.1K
Event2026-03-31
Filed2026-04-30
ESGU
24.89%ISHARES TR ESG AWR
Shares239.9K
Event2026-03-31
Filed2026-04-30
XMHQ
-3.88%INVESCO EXCHANGE TRADED
Shares327.7K
Event2026-03-31
Filed2026-04-30
UNH
1.75%UNITEDHEALTH GROUP
Shares124.8K
Event2026-03-31
Filed2026-04-30
JBND
2.62%J P MORGAN EXCHANGE TRADED
Shares627.0K
Event2026-03-31
Filed2026-04-30
FIXD
1.76%FIRST TR EXCHNG TRADED FD VI SMITH
Shares764.9K
Event2026-03-31
Filed2026-04-30
BLACKSTONE
7.88%BLACKSTONE
Shares289.4K
Event2026-03-31
Filed2026-04-30
GDX
-32.34%VANECK ETF TRUST
Shares362.0K
Event2026-03-31
Filed2026-04-30
CGGE
8.56%CAPITAL GROUP
Shares1.1M
Event2026-03-31
Filed2026-04-30
VCSH
5.42%VANGUARD SCOTTSDALE FDS
Shares415.4K
Event2026-03-31
Filed2026-04-30
IWP
1.43%ISHARES TR RUS
Shares256.3K
Event2026-03-31
Filed2026-04-30
CRM
0.67%SALESFORCE
Shares175.4K
Event2026-03-31
Filed2026-04-30
CGXU
6.43%CAPITAL GROUP
Shares1.1M
Event2026-03-31
Filed2026-04-30
ARISTA NETWORKS
3.99%ARISTA NETWORKS
Shares264.6K
Event2026-03-31
Filed2026-04-30
IQLT
-8.82%ISHARES
Shares701.2K
Event2026-03-31
Filed2026-04-30
VOOG
-18.95%VANGUARD ADMIRAL FDS
Shares78.3K
Event2026-03-31
Filed2026-04-30
SPHQ
11.88%INVESCO EXCHANGE TRADED
Shares424.2K
Event2026-03-31
Filed2026-04-30
OUNZ
-0.21%VANECK MERK
Shares707.4K
Event2026-03-31
Filed2026-04-30
EFG
139.44%ISHARES
Shares285.5K
Event2026-03-31
Filed2026-04-30
VGSH
62.14%VANGUARD SCOTTSDALE FDS
Shares542.5K
Event2026-03-31
Filed2026-04-30
IDMO
26.78%INVESCO EXCH TRADED FD TR II
Shares576.9K
Event2026-03-31
Filed2026-04-30
PTNQ
-0.59%PACER FDS TR TRENDPILOT
Shares433.1K
Event2026-03-31
Filed2026-04-30
FV
-7.81%FIRST TR EXCHANGE TRADED
Shares521.3K
Event2026-03-31
Filed2026-04-30
COP
-0.92%CONOCOPHILLIPS
Shares237.9K
Event2026-03-31
Filed2026-04-30
PPA
19.68%INVESCO EXCHANGE TRADED
Shares189.4K
Event2026-03-31
Filed2026-04-30
CEG
-0.59%CONSTELLATION
Shares111.8K
Event2026-03-31
Filed2026-04-30
QDPL
2.23%PACER FDS TR METAURUS
Shares777.8K
Event2026-03-31
Filed2026-04-30
IDEV
14.47%ISHARES
Shares371.9K
Event2026-03-31
Filed2026-04-30
ABT
-8.69%ABBOTT LABORATORIES
Shares302.4K
Event2026-03-31
Filed2026-04-30
FLOT
6.76%ISHARES
Shares608.1K
Event2026-03-31
Filed2026-04-30
FTCB
20.55%FIRST TR EXCHANGE-TRADED
Shares1.5M
Event2026-03-31
Filed2026-04-30
SCUS
NewSCHWAB STRATEGIC
Shares1.2M
Event2026-03-31
Filed2026-04-30
VRT
9.86%VERTIV HOLDINGS
Shares122.8K
Event2026-03-31
Filed2026-04-30
FTGS
-19.98%FIRST TR EXCHANGE-TRADED
Shares900.5K
Event2026-03-31
Filed2026-04-30
SDY
-10.21%SPDR SERIES TRUST STATE
Shares210.0K
Event2026-03-31
Filed2026-04-30
IEI
21.18%ISHARES TR 3 7
Shares258.2K
Event2026-03-31
Filed2026-04-30
HON
7.90%HONEYWELL
Shares134.7K
Event2026-03-31
Filed2026-04-30
XMLV
0.56%INVESCO EXCH TRADED FD TR II
Shares477.2K
Event2026-03-31
Filed2026-04-30
DIS
0.53%DISNEY WALT
Shares311.1K
Event2026-03-31
Filed2026-04-30
IBIT
6.99%ISHARES BITCOIN TRUST
Shares775.8K
Event2026-03-31
Filed2026-04-30
QQH
-3.39%NORTHERN LTS FD TR III HCM DEFND
Shares426.4K
Event2026-03-31
Filed2026-04-30
DFAX
18.17%DIMENSIONAL ETF TRUST
Shares876.4K
Event2026-03-31
Filed2026-04-30
VNQ
7.20%VANGUARD INDEX FDS REAL ESTATE
Shares334.1K
Event2026-03-31
Filed2026-04-30
INVESCO EXCH TRADED FD TR II
51.73%INVESCO EXCH TRADED FD TR II
Shares405.0K
Event2026-03-31
Filed2026-04-30
TJX
1.28%TJX
Shares184.3K
Event2026-03-31
Filed2026-04-30
GENERAL DYNAMICS
0.39%GENERAL DYNAMICS
Shares84.6K
Event2026-03-31
Filed2026-04-30
XAR
13.56%SPDR SERIES TRUST STATE
Shares114.3K
Event2026-03-31
Filed2026-04-30
EPD
4.49%ENTERPRISE PRODS PARTNERS
Shares763.0K
Event2026-03-31
Filed2026-04-30
LOW
-1.80%LOWES
Shares121.9K
Event2026-03-31
Filed2026-04-30
IUSG
-19.20%ISHARES
Shares185.6K
Event2026-03-31
Filed2026-04-30
SPSM
11.35%SPDR SERIES TRUST STATE
Shares594.1K
Event2026-03-31
Filed2026-04-30
SCHM
7.65%SCHWAB STRATEGIC TR US MID-CAP
Shares925.2K
Event2026-03-31
Filed2026-04-30
SMLF
9.08%ISHARES
Shares378.2K
Event2026-03-31
Filed2026-04-30
SFLR
640.79%INNOVATOR ETFS TRUST QUITY MANAGD
Shares806.2K
Event2026-03-31
Filed2026-04-30
VNLA
2.04%JANUS DETROIT STR TR HENDRSN
Shares580.6K
Event2026-03-31
Filed2026-04-30
QCOM
9.53%QUALCOMM
Shares220.2K
Event2026-03-31
Filed2026-04-30
KLAC
-5.07%KLA
Shares19.2K
Event2026-03-31
Filed2026-04-30
VT
7.69%VANGUARD INTL EQUITY INDEX F TT
Shares203.7K
Event2026-03-31
Filed2026-04-30
TLH
4.72%ISHARES TR 10-20 YR TRS
Shares278.3K
Event2026-03-31
Filed2026-04-30
EATON CORP PLC
5.74%EATON CORP PLC
Shares78.2K
Event2026-03-31
Filed2026-04-30
BINC
18.10%BLACKROCK ETF TRUST II
Shares532.9K
Event2026-03-31
Filed2026-04-30
PAAA
92.13%PGIM ETF TR AAA
Shares538.3K
Event2026-03-31
Filed2026-04-30
UPS
19.45%UNITED PARCEL SVCS
Shares279.9K
Event2026-03-31
Filed2026-04-30
CALF
-15.92%PACER FDS
Shares613.2K
Event2026-03-31
Filed2026-04-30
DFAS
26.37%DIMENSIONAL ETF TRUST
Shares386.3K
Event2026-03-31
Filed2026-04-30
HEFA
44.14%ISHARES
Shares645.8K
Event2026-03-31
Filed2026-04-30
DFCF
154.71%DIMENSIONAL ETF TRUST
Shares648.2K
Event2026-03-31
Filed2026-04-30
EMXC
246.82%ISHARES
Shares347.1K
Event2026-03-31
Filed2026-04-30
VDC
17.66%VANGUARD WORLD FD CONSUM
Shares120.5K
Event2026-03-31
Filed2026-04-30
GRNY
8.51%TIDAL TRUST I FUNDSTRAT
Shares1.1M
Event2026-03-31
Filed2026-04-30
MS
9.59%MORGAN STANLEY
Shares163.0K
Event2026-03-31
Filed2026-04-30
IVLU
786.59%ISHARES
Shares674.5K
Event2026-03-31
Filed2026-04-30
DVY
8.92%ISHARES
Shares176.8K
Event2026-03-31
Filed2026-04-30
LQD
-26.35%ISHARES TR IBOXX
Shares245.3K
Event2026-03-31
Filed2026-04-30
VYMI
2.05%VANGUARD WHITEHALL FDS
Shares282.1K
Event2026-03-31
Filed2026-04-30
IWD
-15.82%ISHARES TR RUS
Shares123.8K
Event2026-03-31
Filed2026-04-30
SPGI
0.64%S&P
Shares62.1K
Event2026-03-31
Filed2026-04-30
JIVE
94.36%J P MORGAN EXCHANGE TRADED F JPMORGAN
Shares306.4K
Event2026-03-31
Filed2026-04-30
HELO
-34.04%J P MORGAN EXCHANGE TRADED F HEDGED
Shares407.1K
Event2026-03-31
Filed2026-04-30
JSI
4.99%JANUS DETROIT
Shares503.2K
Event2026-03-31
Filed2026-04-30
INTC
-3.85%INTEL
Shares579.2K
Event2026-03-31
Filed2026-04-30
SYK
1.63%STRYKER CORPORATION
Shares77.6K
Event2026-03-31
Filed2026-04-30
PANW
-0.57%PALO ALTO NETWORKS
Shares158.8K
Event2026-03-31
Filed2026-04-30
BSCS
11.20%INVESCO EXCH TRD SLF IDX FD INVSCO BLSH
Shares1.2M
Event2026-03-31
Filed2026-04-30
FBCG
2.57%FIDELITY COVINGTON TRUST
Shares506.8K
Event2026-03-31
Filed2026-04-30
DFIC
71.22%DIMENSIONAL ETF TRUST
Shares702.1K
Event2026-03-31
Filed2026-04-30
HDV
6.00%ISHARES
Shares183.6K
Event2026-03-31
Filed2026-04-30
FTLS
25.72%FIRST TR EXCH TRADED FD III LNG/SHT
Shares353.3K
Event2026-03-31
Filed2026-04-30
SHY
-1.23%ISHARES
Shares300.7K
Event2026-03-31
Filed2026-04-30
SPHY
2.88%SPDR SERIES TRUST STATE
Shares1.1M
Event2026-03-31
Filed2026-04-30
UCON
21.26%FIRST TR EXCHNG TRADED FD VI SMITH
Shares997.5K
Event2026-03-31
Filed2026-04-30
FLCG
23.79%FEDERATED HERMES ETF TRUST MDT
Shares824.9K
Event2026-03-31
Filed2026-04-30
USB
-1.30%US BANCORP
Shares473.7K
Event2026-03-31
Filed2026-04-30
BMY
3.63%BRISTOL-MYERS SQUIBB
Shares404.3K
Event2026-03-31
Filed2026-04-30
IYW
-33.20%ISHARES TR U.S.
Shares134.6K
Event2026-03-31
Filed2026-04-30
DBEF
4.62%DBX ETF TR XTRACK
Shares493.7K
Event2026-03-31
Filed2026-04-30
PAVE
28.49%GLOBAL X FDS
Shares479.8K
Event2026-03-31
Filed2026-04-30
BAI
12.32%BLACKROCK ETF TRUST
Shares738.3K
Event2026-03-31
Filed2026-04-30
VLU
7.66%SPDR SERIES TRUST STATE
Shares113.0K
Event2026-03-31
Filed2026-04-30
VONG
-3.38%VANGUARD SCOTTSDALE FDS VNG
Shares221.3K
Event2026-03-31
Filed2026-04-30
CWB
-11.99%SPDR SERIES TRUST STATE
Shares264.4K
Event2026-03-31
Filed2026-04-30
SPAB
12.10%SPDR SERIES TRUST STATE
Shares941.7K
Event2026-03-31
Filed2026-04-30
VDE
7.70%VANGUARD
Shares139.1K
Event2026-03-31
Filed2026-04-30
AEP
1.16%AMERICAN
Shares183.5K
Event2026-03-31
Filed2026-04-30
JSMD
2.44%JANUS DETROIT STR TR HENDERSN
Shares302.6K
Event2026-03-31
Filed2026-04-30
IAGG
32.19%ISHARES
Shares477.4K
Event2026-03-31
Filed2026-04-30
XLP
24.19%SELECT SECTOR SPDR TR STATE
Shares289.5K
Event2026-03-31
Filed2026-04-30
FUTY
17.36%FIDELITY COVINGTON TRUST MSCI UTILS
Shares400.2K
Event2026-03-31
Filed2026-04-30
INVESCO EXCHANGE TRADED FD T RAFI
22.29%INVESCO EXCHANGE TRADED FD T RAFI
Shares496.4K
Event2026-03-31
Filed2026-04-30
RDVI
-10.25%FIRST TR EXCHANGE-TRADED FD FT VEST
Shares911.4K
Event2026-03-31
Filed2026-04-30
BUFQ
2.22%FIRST TR EXCHNG TRADED FD VI FT VEST
Shares659.2K
Event2026-03-31
Filed2026-04-30
TMFC
-2.42%RBB FD INC MOTLEY FOL
Shares351.0K
Event2026-03-31
Filed2026-04-30
TDIV
-6.10%FIRST TR EXCHANGE TRADED FD NASD
Shares247.2K
Event2026-03-31
Filed2026-04-30
LVHI
33.31%LEGG MASON ETF INVT FRANKLIN
Shares570.2K
Event2026-03-31
Filed2026-04-30
XLC
-15.86%SELECT SECTOR SPDR TR STATE
Shares208.3K
Event2026-03-31
Filed2026-04-30
VBK
-0.02%VANGUARD INDEX FDS
Shares76.2K
Event2026-03-31
Filed2026-04-30
MDY
9.49%STATE
Shares37.0K
Event2026-03-31
Filed2026-04-30
BSCR
5.00%INVESCO EXCH TRD SLF IDX FD BULSHS
Shares1.1M
Event2026-03-31
Filed2026-04-30
NLR
11.44%VANECK ETF TRUST
Shares169.3K
Event2026-03-31
Filed2026-04-30
SCHA
8.05%SCHWAB STRATEGIC
Shares775.2K
Event2026-03-31
Filed2026-04-30
DELL
-2.77%DELL TECHNOLOGIES
Shares137.3K
Event2026-03-31
Filed2026-04-30
SBUX
-6.07%STARBUCKS
Shares251.1K
Event2026-03-31
Filed2026-04-30
ICSH
-2.39%ISHARES
Shares444.4K
Event2026-03-31
Filed2026-04-30
NULG
-2.86%NUSHARES ETF TR NUVEEN
Shares243.9K
Event2026-03-31
Filed2026-04-30
PFFA
-11.03%ETFIS SER TR I VIRTUS
Shares1.1M
Event2026-03-31
Filed2026-04-30
VPU
-6.94%VANGUARD
Shares111.6K
Event2026-03-31
Filed2026-04-30
JMST
-0.07%J P MORGAN EXCHANGE TRADED
Shares432.8K
Event2026-03-31
Filed2026-04-30
THRO
12.46%BLACKROCK ETF TRUST
Shares604.7K
Event2026-03-31
Filed2026-04-30
IUSV
0.69%ISHARES
Shares211.6K
Event2026-03-31
Filed2026-04-30
EMR
3.53%EMERSON
Shares164.9K
Event2026-03-31
Filed2026-04-30
OEF
-57.93%ISHARES
Shares67.6K
Event2026-03-31
Filed2026-04-30
CEF
-3.53%SPROTT ASSET MANAGEMENT LP PHYSICAL
Shares450.5K
Event2026-03-31
Filed2026-04-30
YNOT
NewHORIZON FDS DIGITAL
Shares806.9K
Event2026-03-31
Filed2026-04-30
DFAI
10.87%DIMENSIONAL ETF TRUST
Shares549.6K
Event2026-03-31
Filed2026-04-30
FPE
2.57%FIRST TR EXCH TRADED FD III
Shares1.2M
Event2026-03-31
Filed2026-04-30
JPIE
71.09%J P MORGAN EXCHANGE TRADED
Shares463.0K
Event2026-03-31
Filed2026-04-30
UBER
-21.71%UBER TECHNOLOGIES
Shares295.5K
Event2026-03-31
Filed2026-04-30
EEM
-23.29%ISHARES
Shares372.0K
Event2026-03-31
Filed2026-04-30
QTEC
2.06%FIRST TR EXCHANGE-TRADED
Shares97.8K
Event2026-03-31
Filed2026-04-30
EQWL
5.71%INVESCO EXCHANGE TRADED
Shares182.7K
Event2026-03-31
Filed2026-04-30
DFUS
8.40%DIMENSIONAL ETF TRUST
Shares296.7K
Event2026-03-31
Filed2026-04-30
ESGD
-5.02%ISHARES TR ESG AW
Shares219.8K
Event2026-03-31
Filed2026-04-30
TMO
7.21%THERMO FISHER SCIENTIFIC
Shares42.7K
Event2026-03-31
Filed2026-04-30
QQEW
-6.76%FIRST TR EXCHANGE-TRADED FD NASDAQ-100
Shares165.1K
Event2026-03-31
Filed2026-04-30
VFLO
-40.89%VICTORY PORTFOLIOS II
Shares529.7K
Event2026-03-31
Filed2026-04-30
SHOP
-3.19%SHOPIFY INC CL A SUB
Shares176.1K
Event2026-03-31
Filed2026-04-30
WTV
2.61%WISDOMTREE
Shares220.4K
Event2026-03-31
Filed2026-04-30
NULV
-3.17%NUSHARES ETF TR NUVEEN
Shares456.6K
Event2026-03-31
Filed2026-04-30
FTGC
25.36%FIRST TR EXCHANGE TRAD FD VI
Shares722.6K
Event2026-03-31
Filed2026-04-30
IWL
4.42%ISHARES TR RUS TOP 200
Shares128.9K
Event2026-03-31
Filed2026-04-30
BLACKROCK
-3.57%BLACKROCK
Shares21.5K
Event2026-03-31
Filed2026-04-30
MGC
3.17%VANGUARD
Shares87.3K
Event2026-03-31
Filed2026-04-30
XSMO
46.73%INVESCO EXCHANGE TRADED
Shares271.3K
Event2026-03-31
Filed2026-04-30
CB
3.10%CHUBB LTD SWITZ
Shares62.0K
Event2026-03-31
Filed2026-04-30
PDI
7.12%PIMCO
Shares1.2M
Event2026-03-31
Filed2026-04-30
VOE
3.90%VANGUARD INDEX FDS MCAP
Shares109.4K
Event2026-03-31
Filed2026-04-30
CGIC
18.17%CAPITAL GROUP
Shares605.4K
Event2026-03-31
Filed2026-04-30
NUBD
-0.15%NUSHARES ETF TR NUVEEN
Shares901.7K
Event2026-03-31
Filed2026-04-30
GILD
2.33%GILEAD SCIENCES
Shares143.6K
Event2026-03-31
Filed2026-04-30
ENB
0.38%ENBRIDGE
Shares367.9K
Event2026-03-31
Filed2026-04-30
CITIGROUP
-5.00%CITIGROUP
Shares175.0K
Event2026-03-31
Filed2026-04-30
FELG
14.56%FIDELITY COVINGTON TRUST
Shares528.4K
Event2026-03-31
Filed2026-04-30
CMI
1.20%CUMMINS
Shares36.5K
Event2026-03-31
Filed2026-04-30
FSCO
-10.15%FS
Shares3.8M
Event2026-03-31
Filed2026-04-30
MEDTRONIC PLC
5.78%MEDTRONIC PLC
Shares224.0K
Event2026-03-31
Filed2026-04-30
NOC
-1.01%NORTHROP GRUMMAN
Shares28.4K
Event2026-03-31
Filed2026-04-30
TBIL
-23.34%RBB FD INC F/M
Shares388.0K
Event2026-03-31
Filed2026-04-30
FDN
-12.61%FIRST TR EXCHANGE-TRADED
Shares82.3K
Event2026-03-31
Filed2026-04-30
MMM
-7.98%3M
Shares131.9K
Event2026-03-31
Filed2026-04-30
ISRG
-2.42%INTUITIVE SURGICAL
Shares41.1K
Event2026-03-31
Filed2026-04-30
LHX
0.36%L3HARRIS TECHNOLOGIES
Shares54.7K
Event2026-03-31
Filed2026-04-30
DCOR
5.96%DIMENSIONAL ETF TRUST
Shares261.7K
Event2026-03-31
Filed2026-04-30
MCK
-4.98%MCKESSON
Shares21.8K
Event2026-03-31
Filed2026-04-30
TFC
-4.05%TRUIST
Shares410.0K
Event2026-03-31
Filed2026-04-30
TXN
5.62%TEXAS INSTRS
Shares96.6K
Event2026-03-31
Filed2026-04-30
IGEB
-21.87%ISHARES
Shares414.3K
Event2026-03-31
Filed2026-04-30
PSX
-3.45%PHILLIPS 66
Shares102.4K
Event2026-03-31
Filed2026-04-30
DFAU
0.02%DIMENSIONAL ETF TRUST
Shares412.5K
Event2026-03-31
Filed2026-04-30
CINF
8.20%CINCINNATI
Shares118.1K
Event2026-03-31
Filed2026-04-30
PWR
18.80%QUANTA SVCS
Shares33.7K
Event2026-03-31
Filed2026-04-30
KMI
5.95%KINDER MORGAN INC DEL
Shares548.1K
Event2026-03-31
Filed2026-04-30
RWL
21.16%INVESCO EXCH TRADED FD TR II
Shares158.3K
Event2026-03-31
Filed2026-04-30
DSTL
-5.19%ETF SER SOLUTIONS DISTILLATE
Shares313.0K
Event2026-03-31
Filed2026-04-30
JAVA
14.79%J P MORGAN EXCHANGE TRADED
Shares251.5K
Event2026-03-31
Filed2026-04-30
ARCC
-4.95%ARES
Shares999.4K
Event2026-03-31
Filed2026-04-30
STIP
-10.59%ISHARES TR 0-5
Shares173.6K
Event2026-03-31
Filed2026-04-30
BP
-25.45%BP PLC SPONSORED
Shares380.4K
Event2026-03-31
Filed2026-04-30
DFIV
15.62%DIMENSIONAL ETF TRUST INTERNATNAL
Shares333.9K
Event2026-03-31
Filed2026-04-30
SHW
-2.69%SHERWIN WILLIAMS
Shares54.7K
Event2026-03-31
Filed2026-04-30
NET
-3.10%CLOUDFLARE
Shares84.9K
Event2026-03-31
Filed2026-04-30
VCLT
-4.87%VANGUARD SCOTTSDALE FDS LG-TERM
Shares233.2K
Event2026-03-31
Filed2026-04-30
LGOV
3.28%FIRST TR EXCHANGE-TRADED
Shares807.4K
Event2026-03-31
Filed2026-04-30
UNP
-1.17%UNION
Shares71.7K
Event2026-03-31
Filed2026-04-30
NUDM
2.42%NUSHARES ETF TR NUVEEN
Shares479.9K
Event2026-03-31
Filed2026-04-30
SHLD
35.09%GLOBAL X FDS
Shares243.3K
Event2026-03-31
Filed2026-04-30
TOTL
5.93%SSGA ACTIVE ETF TR STATE
Shares432.0K
Event2026-03-31
Filed2026-04-30
PNC
11.92%PNC FINL SVCS GROUP
Shares82.3K
Event2026-03-31
Filed2026-04-30
IGSB
8.45%ISHARES TR ISHS 1-5YR
Shares325.5K
Event2026-03-31
Filed2026-04-30
VOOV
-25.15%VANGUARD ADMIRAL FDS
Shares83.8K
Event2026-03-31
Filed2026-04-30
CSX
-0.01%CSX
Shares415.0K
Event2026-03-31
Filed2026-04-30
HBTA
-11.92%HORIZON FDS EXPEDITION
Shares635.1K
Event2026-03-31
Filed2026-04-30
F
-2.16%FORD MTR
Shares1.5M
Event2026-03-31
Filed2026-04-30
FSK
5.16%FS KKR
Shares1.7M
Event2026-03-31
Filed2026-04-30
FMDE
0.69%FIDELITY COVINGTON TRUST
Shares469.9K
Event2026-03-31
Filed2026-04-30
TGT
3.17%TARGET
Shares139.4K
Event2026-03-31
Filed2026-04-30
QYLD
1.49%GLOBAL X FDS
Shares978.8K
Event2026-03-31
Filed2026-04-30
JHMM
-3.94%JOHN HANCOCK EXCHANGE TRADED
Shares250.1K
Event2026-03-31
Filed2026-04-30
DFSD
132.54%DIMENSIONAL ETF TRUST
Shares347.2K
Event2026-03-31
Filed2026-04-30
BKNG
6.34%BOOKING HOLDINGS
Shares3.9K
Event2026-03-31
Filed2026-04-30
XLG
-15.21%INVESCO EXCHANGE TRADED
Shares303.8K
Event2026-03-31
Filed2026-04-30
JGLO
-0.44%J P MORGAN EXCHANGE TRADED
Shares252.8K
Event2026-03-31
Filed2026-04-30
JGRO
-5.03%J P MORGAN EXCHANGE TRADED
Shares194.5K
Event2026-03-31
Filed2026-04-30
MPC
-4.16%MARATHON PETE
Shares67.1K
Event2026-03-31
Filed2026-04-30
IJS
68.06%ISHARES TR SP SMCP600VL
Shares138.3K
Event2026-03-31
Filed2026-04-30
VTEB
3.13%VANGUARD MUN BD FDS
Shares327.4K
Event2026-03-31
Filed2026-04-30
PFF
-0.63%ISHARES
Shares536.4K
Event2026-03-31
Filed2026-04-30
FLTR
19.85%VANECK ETF TRUST
Shares637.7K
Event2026-03-31
Filed2026-04-30
SCHW
-1.79%SCHWAB CHARLES
Shares172.9K
Event2026-03-31
Filed2026-04-30
NEM
-8.07%NEWMONT
Shares149.9K
Event2026-03-31
Filed2026-04-30
PDBC
42.58%INVESCO ACTVELY MNGD ETC FD OPTIMUM
Shares935.0K
Event2026-03-31
Filed2026-04-30
SCZ
73.33%ISHARES
Shares203.7K
Event2026-03-31
Filed2026-04-30
QGRO
15.85%AMERICAN CENTY
Shares151.6K
Event2026-03-31
Filed2026-04-30
D
2.66%DOMINION
Shares256.6K
Event2026-03-31
Filed2026-04-30
ARKK
-12.11%ARK
Shares234.5K
Event2026-03-31
Filed2026-04-30
VIOO
6.32%VANGUARD ADMIRAL FDS INC SMLLCP
Shares137.8K
Event2026-03-31
Filed2026-04-30
DFEM
35.56%DIMENSIONAL ETF TRUST
Shares455.4K
Event2026-03-31
Filed2026-04-30
XLY
-24.17%SELECT SECTOR SPDR TR STATE
Shares144.4K
Event2026-03-31
Filed2026-04-30
DFAT
49.80%DIMENSIONAL ETF TRUST US TARGETED
Shares251.0K
Event2026-03-31
Filed2026-04-30
DAL
0.55%DELTA AIR LINES
Shares235.7K
Event2026-03-31
Filed2026-04-30
VTIP
27.21%VANGUARD MALVERN FDS STRM
Shares313.5K
Event2026-03-31
Filed2026-04-30
SCHV
-33.77%SCHWAB STRATEGIC TR US LCAP
Shares511.3K
Event2026-03-31
Filed2026-04-30
JMUB
-5.01%J P MORGAN EXCHANGE TRADED
Shares310.9K
Event2026-03-31
Filed2026-04-30
FALN
59.83%ISHARES TR FALN ANGLS
Shares581.6K
Event2026-03-31
Filed2026-04-30
FNDE
-17.77%SCHWAB STRATEGIC TR FUNDAMENTAL
Shares405.9K
Event2026-03-31
Filed2026-04-30
CVS
1.14%CVS
Shares215.6K
Event2026-03-31
Filed2026-04-30
QTUM
-12.25%ETF SER SOLUTIONS DEFIANCE
Shares144.3K
Event2026-03-31
Filed2026-04-30
ADI
0.02%ANALOG DEVICES
Shares48.1K
Event2026-03-31
Filed2026-04-30
FMB
31.94%FIRST TR EXCH TRADED FD III MANAGD
Shares300.5K
Event2026-03-31
Filed2026-04-30
URI
13.52%UNITED RENTALS
Shares20.9K
Event2026-03-31
Filed2026-04-30
CGMM
20.27%CAPITAL GROUP
Shares518.3K
Event2026-03-31
Filed2026-04-30
BUFD
0.08%FIRST TR EXCHNG TRADED FD VI FT VEST
Shares542.0K
Event2026-03-31
Filed2026-04-30
SEAGATE TECHNOLOGY HLDNGS
6.15%SEAGATE TECHNOLOGY HLDNGS
Shares38.6K
Event2026-03-31
Filed2026-04-30
FCX
12.68%FREEPORT MCMORAN
Shares257.1K
Event2026-03-31
Filed2026-04-30
HYG
-31.71%ISHARES TR IBOXX HI YD
Shares189.3K
Event2026-03-31
Filed2026-04-30
MARVELL
-4.07%MARVELL
Shares151.7K
Event2026-03-31
Filed2026-04-30
EDV
-2.82%VANGUARD WORLD FD EXTENDED
Shares231.2K
Event2026-03-31
Filed2026-04-30
IDEF
651.25%BLACKROCK ETF TRUST
Shares458.1K
Event2026-03-31
Filed2026-04-30
PH
12.72%PARKER-HANNIFIN
Shares16.7K
Event2026-03-31
Filed2026-04-30
VST
10.66%VISTRA
Shares99.0K
Event2026-03-31
Filed2026-04-30
HSY
-8.10%HERSHEY
Shares70.8K
Event2026-03-31
Filed2026-04-30
ONEQ
-31.34%FIDELITY COMWLTH
Shares173.1K
Event2026-03-31
Filed2026-04-30
JCPB
4.09%J P MORGAN EXCHANGE TRADED
Shares309.6K
Event2026-03-31
Filed2026-04-30
LGH
-2.11%NORTHERN LTS FD TR III HCM DEFEN
Shares255.8K
Event2026-03-31
Filed2026-04-30
MSTR
5.17%STRATEGY
Shares115.7K
Event2026-03-31
Filed2026-04-30
SPTL
1.70%SPDR SERIES TRUST STATE
Shares549.1K
Event2026-03-31
Filed2026-04-30
TSPA
69.96%T ROWE PRICE
Shares353.0K
Event2026-03-31
Filed2026-04-30
USHY
35.13%ISHARES
Shares390.7K
Event2026-03-31
Filed2026-04-30
RPV
54.19%INVESCO EXCHANGE TRADED
Shares133.9K
Event2026-03-31
Filed2026-04-30
IJK
31.84%ISHARES
Shares141.9K
Event2026-03-31
Filed2026-04-30
FTC
-18.65%FIRST TR EXCHANGE-TRADED
Shares92.5K
Event2026-03-31
Filed2026-04-30
IGV
11.92%ISHARES TR EXPANDED
Shares178.0K
Event2026-03-31
Filed2026-04-30
VLO
-6.47%VALERO
Shares57.6K
Event2026-03-31
Filed2026-04-30
PCIG
12.11%LITMAN GREGORY FDS TR POLEN
Shares1.8M
Event2026-03-31
Filed2026-04-30
CME
-3.02%CME GROUP
Shares48.1K
Event2026-03-31
Filed2026-04-30
CASY
-1.52%CASEYS GEN STORES
Shares19.5K
Event2026-03-31
Filed2026-04-30
BLCR
NewBLACKROCK ETF TRUST
Shares344.3K
Event2026-03-31
Filed2026-04-30
VOT
3.16%VANGUARD INDEX FDS MCAP
Shares54.9K
Event2026-03-31
Filed2026-04-30
JPME
0.04%J P MORGAN EXCHANGE TRADED F DIVERSFED
Shares123.2K
Event2026-03-31
Filed2026-04-30
HGER
-17.64%HARBOR ETF TRUST HARBOR
Shares454.0K
Event2026-03-31
Filed2026-04-30
BUFS
81.56%FIRST TR EXCHNG TRADED FD VI VEST
Shares608.8K
Event2026-03-31
Filed2026-04-30
STRL
-4.25%STERLING
Shares34.4K
Event2026-03-31
Filed2026-04-30
IYJ
124.74%ISHARES
Shares95.0K
Event2026-03-31
Filed2026-04-30
AFLG
10.51%FIRST TR EXCHNG TRADED FD VI
Shares362.1K
Event2026-03-31
Filed2026-04-30
PKW
27.30%INVESCO EXCHANGE TRADED
Shares106.1K
Event2026-03-31
Filed2026-04-30
APH
12.93%AMPHENOL
Shares110.1K
Event2026-03-31
Filed2026-04-30
AOR
6.86%ISHARES
Shares214.5K
Event2026-03-31
Filed2026-04-30
ICOW
12.14%PACER FDS
Shares324.4K
Event2026-03-31
Filed2026-04-30
SRLN
-10.94%SSGA ACTIVE ETF TR STATE
Shares340.7K
Event2026-03-31
Filed2026-04-30
JMBS
-6.76%JANUS DETROIT
Shares302.5K
Event2026-03-31
Filed2026-04-30
MAR
-3.51%MARRIOTT
Shares41.7K
Event2026-03-31
Filed2026-04-30
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available