Sponsored

The Analysis of Capital Advisor Network LLC's Holdings & P&L

Currently, Capital Advisor Network LLC holds 149 types of securities in its portfolio with a total value $85.1M. In the most recent quarter, they have increased their positions in RPRX (+3.0M shares, valued at $13.7M), IVV (+11.4K shares, valued at $7.4M), N/A (+12.6K shares, valued at $7.2M); initiated new positions in RPRX (+3.0M shares, valued at $13.7M), IVV (+11.4K shares, valued at $7.4M), N/A (+12.6K shares, valued at $7.2M).

1M P&L

+10.9M+4.77%

3M P&L

+30.7M+14.72%

HY P&L

+21.5M+9.89%

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/A63.2M

81.4%

2Biotechnology13.8M

17.8%

3Auto Parts119.0K

0.2%

Top Industries by Stock Count

1N/A105 stocks

74.5%

2Drug Manufacturers - General3 stocks

2.1%

3Biotechnology3 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RPRX Royalty Pharma PLC3.0M sharesnew addition2026-03-312026-05-13

IVV ISHARES CORE S&P 500 ETF11.4K sharesnew addition2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR12.6K sharesnew addition2026-03-312026-05-13

VUG VANGUARD GROWTH INDEX FUND ETF SHARES15.7K sharesnew addition2026-03-312026-05-13

VTV VANGUARD VALUE INDEX FUND ETF SHARES34.6K sharesnew addition2026-03-312026-05-13

GLD SPDR GOLD SHARES13.8K sharesnew addition2026-03-312026-05-13

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST10.2K sharesnew addition2026-03-312026-05-13

USMV ISHARES MSCI USA MIN VOL FACTOR ETF42.5K sharesnew addition2026-03-312026-05-13

Sponsored

IJH ISHARES CORE S&P MID-CAP ETF56.9K sharesnew addition2026-03-312026-05-13

BAR GRANITESHARES GOLD TRUST60.9K sharesnew addition2026-03-312026-05-13

VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES40.3K sharesnew addition2026-03-312026-05-13

TFLO ISHARES TREASURY FLOATING RATE BOND ETF36.6K sharesnew addition2026-03-312026-05-13

THIR THOR INDEX ROTATION ETF59.2K sharesnew addition2026-03-312026-05-13

THLV THOR EQUAL WEIGHT LOW VOLATILITY ETF51.5K sharesnew addition2026-03-312026-05-13

XTRE BONDBLOXX BLOOMBERG THREE YEAR TARGET DURATION US TREASURY ETF28.8K sharesnew addition2026-03-312026-05-13

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF15.6K sharesnew addition2026-03-312026-05-13

Sponsored

PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF53.2K sharesnew addition2026-03-312026-05-13

SMH VANECK SEMICONDUCTOR ETF2.3K sharesnew addition2026-03-312026-05-13

IUSB ISHARES CORE UNIVERSAL USD BOND ETF12.7K sharesnew addition2026-03-312026-05-13

MAGS ROUNDHILL MAGNIFICENT SEVEN ETF10.0K sharesnew addition2026-03-312026-05-13

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF5.0K sharesnew addition2026-03-312026-05-13

BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES5.4K sharesnew addition2026-03-312026-05-13

SPY STATE STREET SPDR S&P 500 ETF TRUST636 sharesnew addition2026-03-312026-05-13

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF6.3K sharesnew addition2026-03-312026-05-13

Sponsored

XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF1.4K sharesnew addition2026-03-312026-05-13

IVE ISHARES S&P 500 VALUE ETF1.6K sharesnew addition2026-03-312026-05-13

IVW ISHARES S&P 500 GROWTH ETF3.0K sharesnew addition2026-03-312026-05-13

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF5.7K sharesnew addition2026-03-312026-05-13

BSV VANGUARD SHORT-TERM BOND INDEX FUND ETF SHARES3.6K sharesnew addition2026-03-312026-05-13

EFV ISHARES MSCI EAFE VALUE ETF3.4K sharesnew addition2026-03-312026-05-13

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF3.6K sharesnew addition2026-03-312026-05-13

QUAL ISHARES MSCI USA QUALITY FACTOR ETF1.1K sharesnew addition2026-03-312026-05-13

Sponsored

MBB ISHARES MBS ETF2.1K sharesnew addition2026-03-312026-05-13

GOVT ISHARES U.S. TREASURY BOND ETF8.3K sharesnew addition2026-03-312026-05-13

EFG ISHARES MSCI EAFE GROWTH ETF1.5K sharesnew addition2026-03-312026-05-13

TLH ISHARES 10-20 YEAR TREASURY BOND ETF1.6K sharesnew addition2026-03-312026-05-13

CBUS CIBUS INC CLASS A77.6K sharesnew addition2026-03-312026-05-13

BLV VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES2.2K sharesnew addition2026-03-312026-05-13

GSY INVESCO ULTRA SHORT DURATION ETF2.9K sharesnew addition2026-03-312026-05-13

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF605 sharesnew addition2026-03-312026-05-13

Sponsored

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF875 sharesnew addition2026-03-312026-05-13

BNDX VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND ETF SHARES2.6K sharesnew addition2026-03-312026-05-13

HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF1.6K sharesnew addition2026-03-312026-05-13

PFIX SIMPLIFY INTEREST RATE HEDGE ETF2.5K sharesnew addition2026-03-312026-05-13

THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF3.2K sharesnew addition2026-03-312026-05-13

CLOZ ELDRIDGE BBB-B CLO ETF4.3K sharesnew addition2026-03-312026-05-13

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF3.3K sharesnew addition2026-03-312026-05-13

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF572 sharesnew addition2026-03-312026-05-13

Sponsored

EWJ ISHARES MSCI JAPAN ETF1.3K sharesnew addition2026-03-312026-05-13

IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF2.1K sharesnew addition2026-03-312026-05-13

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF2.1K sharesnew addition2026-03-312026-05-13

EWI ISHARES MSCI ITALY ETF2.0K sharesnew addition2026-03-312026-05-13

EWU ISHARES MSCI UNITED KINGDOM ETF2.3K sharesnew addition2026-03-312026-05-13

EWY ISHARES MSCI SOUTH KOREA ETF861 sharesnew addition2026-03-312026-05-13

EWQ ISHARES MSCI FRANCE ETF2.4K sharesnew addition2026-03-312026-05-13

EWG ISHARES MSCI GERMANY ETF2.6K sharesnew addition2026-03-312026-05-13

Sponsored

GNTX GENTEX CORP4.6K sharesnew addition2026-03-312026-05-13

IDEF ISHARES DEFENSE INDUSTRIALS ACTIVE ETF2.8K sharesnew addition2026-03-312026-05-13

BLCR ISHARES LARGE CAP CORE ACTIVE ETF2.0K sharesnew addition2026-03-312026-05-13

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ET1.3K sharesnew addition2026-03-312026-05-13

VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES937 sharesnew addition2026-03-312026-05-13

WMT WALMART INC403 sharesnew addition2026-03-312026-05-13

WBD WARNER BROS DISCOVERY IN CLASS SERIES A1.5K sharesnew addition2026-03-312026-05-13

BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF812 sharesnew addition2026-03-312026-05-13

Sponsored

BSVN BANK7 CORP1.0K sharesnew addition2026-03-312026-05-13

NFLX NETFLIX INC408 sharesnew addition2026-03-312026-05-13

ISHARES GOLD TRUST ISHARES GOLD TRUST444 sharesnew addition2026-03-312026-05-13

USFR WISDOMTREE FLOATING RATE TREASURY FUND734 sharesnew addition2026-03-312026-05-13

GILD GILEAD SCIENCES INC259 sharesnew addition2026-03-312026-05-13

ABBV ABBVIE INC165 sharesnew addition2026-03-312026-05-13

IYW ISHARES U.S. TECHNOLOGY ETF197 sharesnew addition2026-03-312026-05-13

FANG DIAMONDBACK ENERGY INC172 sharesnew addition2026-03-312026-05-13

Sponsored

SPG SIMON PPTY GROUP INC NEW REIT158 sharesnew addition2026-03-312026-05-13

LLY ELI LILLY AND CO32 sharesnew addition2026-03-312026-05-13

REGN REGENERON PHARMACEUTICAL38 sharesnew addition2026-03-312026-05-13

AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF331 sharesnew addition2026-03-312026-05-13

AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF609 sharesnew addition2026-03-312026-05-13

RCL ROYAL CARIBBEAN GROU F100 sharesnew addition2026-03-312026-05-13

SYSB ISHARES SYSTEMATIC BOND ETF299 sharesnew addition2026-03-312026-05-13

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF337 sharesnew addition2026-03-312026-05-13

Sponsored

PECO PHILLIPS EDISON & CO INC683 sharesnew addition2026-03-312026-05-13

ICVT ISHARES CONVERTIBLE BOND ETF244 sharesnew addition2026-03-312026-05-13

CSX CSX CORP600 sharesnew addition2026-03-312026-05-13

IYG ISHARES U.S. FINANCIAL SERVICES ETF221 sharesnew addition2026-03-312026-05-13

ORLY O REILLY AUTOMOTIVE INC198 sharesnew addition2026-03-312026-05-13

XTWY BONDBLOXX BLOOMBERG TWENTY YEAR TARGET DURATION US TREASURY ETF398 sharesnew addition2026-03-312026-05-13

IGM ISHARES EXPANDED TECH SECTOR ETF113 sharesnew addition2026-03-312026-05-13

XNTK STATE STREET SPDR NYSE TECHNOLOGY ETF51 sharesnew addition2026-03-312026-05-13

Sponsored

TTWO TAKE-TWO INTERACTIVE SOF61 sharesnew addition2026-03-312026-05-13

IYZ ISHARES U.S. TELECOMMUNICATIONS ETF303 sharesnew addition2026-03-312026-05-13

HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF279 sharesnew addition2026-03-312026-05-13

IDU ISHARES U.S. UTILITIES ETF101 sharesnew addition2026-03-312026-05-13

IYF ISHARES U.S. FINANCIALS ETF99 sharesnew addition2026-03-312026-05-13

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF52 sharesnew addition2026-03-312026-05-13

BKR BAKER HUGHES CO. A CLASS CLASS A180 sharesnew addition2026-03-312026-05-13

NVDA NVIDIA CORP57 sharesnew addition2026-03-312026-05-13

Sponsored

OEF ISHARES S&P 100 ETF31 sharesnew addition2026-03-312026-05-13

IAI ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF49 sharesnew addition2026-03-312026-05-13

AHR AMERICAN HEALTHCARE REIT REIT153 sharesnew addition2026-03-312026-05-13

POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF OCTOBER166 sharesnew addition2026-03-312026-05-13

USDU WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND269 sharesnew addition2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC95 sharesnew addition2026-03-312026-05-13

BROADCOM INC BROADCOM INC22 sharesnew addition2026-03-312026-05-13

EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF72 sharesnew addition2026-03-312026-05-13

Sponsored

General Electric Co General Electric Co20 sharesnew addition2026-03-312026-05-13

XOM EXXON MOBIL CORP33 sharesnew addition2026-03-312026-05-13

VOX VANGUARD COMMUNICATION SERVICES INDEX FUND ETF SHARES30 sharesnew addition2026-03-312026-05-13

SO SOUTHERN CO54 sharesnew addition2026-03-312026-05-13

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF110 sharesnew addition2026-03-312026-05-13

ALPHABET INC CLASS CLASS C ALPHABET INC CLASS CLASS C17 sharesnew addition2026-03-312026-05-13

PDD PDD HOLDINGS INC ADR F UNSPONSORED ADR 1 ADR REPS 4 ORD SHS44 sharesnew addition2026-03-312026-05-13

PKST PEAKSTONE REALTY CL EXXX MANDATORY MERGER EFF: 05/06/26208 sharesnew addition2026-03-312026-05-13

Sponsored

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF32 sharesnew addition2026-03-312026-05-13

XHB STATE STREET SPDR S&P HOMEBUILDERS ETF43 sharesnew addition2026-03-312026-05-13

SHOP SHOPIFY INC F CLASS CLASS A35 sharesnew addition2026-03-312026-05-13

ITB ISHARES U.S. HOME CONSTRUCTION ETF42 sharesnew addition2026-03-312026-05-13

IEI ISHARES 3-7 YEAR TREASURY BOND ETF31 sharesnew addition2026-03-312026-05-13

META META PLATFORMS INC CLASS CLASS A6 sharesnew addition2026-03-312026-05-13

TJX TJX COS INC NEW20 sharesnew addition2026-03-312026-05-13

NEE NEXTERA ENERGY INC30 sharesnew addition2026-03-312026-05-13

Sponsored

CCL CARNIVAL CORP F MANDATORY MERGER EFF: 05/07/26100 sharesnew addition2026-03-312026-05-13

XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF63 sharesnew addition2026-03-312026-05-13

AXON AXON ENTERPRISE INC6 sharesnew addition2026-03-312026-05-13

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF31 sharesnew addition2026-03-312026-05-13

AAPL APPLE INC10 sharesnew addition2026-03-312026-05-13

MCD MCDONALDS CORP8 sharesnew addition2026-03-312026-05-13

HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF52 sharesnew addition2026-03-312026-05-13

COST COSTCO WHSL CORP NEW2 sharesnew addition2026-03-312026-05-13

Sponsored

TMUS T-MOBILE US INC9 sharesnew addition2026-03-312026-05-13

IJR ISHARES CORE S&P SMALL-CAP ETF15 sharesnew addition2026-03-312026-05-13

DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND11 sharesnew addition2026-03-312026-05-13

CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF25 sharesnew addition2026-03-312026-05-13

PROSHARES SHORT S&P500 PROSHARES SHORT S&P50019 sharesnew addition2026-03-312026-05-13

TLT ISHARES 20 YEAR TREASURY BOND ETF7 sharesnew addition2026-03-312026-05-13

VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES6 sharesnew addition2026-03-312026-05-13

SHV ISHARES 01 YEAR TREASURY BOND ETF4 sharesnew addition2026-03-312026-05-13

Sponsored

EETH PROSHARES ETHER ETF16 sharesnew addition2026-03-312026-05-13

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF2 sharesnew addition2026-03-312026-05-13

AGZ ISHARES AGENCY BOND ETF2 sharesnew addition2026-03-312026-05-13

IYK ISHARES US CONSUMER STAPLES ETF3 sharesnew addition2026-03-312026-05-13

FXG FIRST TRUST CONSUMER STAPLES ALPHADEX FUND3 sharesnew addition2026-03-312026-05-13

LTPZ PIMCO 15 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND3 sharesnew addition2026-03-312026-05-13

INVESCO S&P 500 LOW VOLATILITY ETF INVESCO S&P 500 LOW VOLATILITY ETF2 sharesnew addition2026-03-312026-05-13

IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF3 sharesnew addition2026-03-312026-05-13

Sponsored

JQUA JPMORGAN U.S. QUALITY FACTOR ETF2 sharesnew addition2026-03-312026-05-13

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF4 sharesnew addition2026-03-312026-05-13

BTAL AGF U.S. MARKET NEUTRAL ANTI-BETA FUND8 sharesnew addition2026-03-312026-05-13

BGT BLACKROCK FLOATING RATE4 sharesnew addition2026-03-312026-05-13

SCHP SCHWAB U.S. TIPS ETF1 sharesnew addition2026-03-312026-05-13

RPRX

Royalty Pharma PLC

New

Shares3.0M

Event2026-03-31

Filed2026-05-13

IVV

ISHARES CORE S&P 500 ETF

New

Shares11.4K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

New

Shares12.6K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD GROWTH INDEX FUND ETF SHARES

New

Shares15.7K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD VALUE INDEX FUND ETF SHARES

New

Shares34.6K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD SHARES

New

Shares13.8K

Event2026-03-31

Filed2026-05-13

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

New

Shares10.2K

Event2026-03-31

Filed2026-05-13

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

New

Shares42.5K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES CORE S&P MID-CAP ETF

New

Shares56.9K

Event2026-03-31

Filed2026-05-13

BAR

GRANITESHARES GOLD TRUST

New

Shares60.9K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES

New

Shares40.3K

Event2026-03-31

Filed2026-05-13

TFLO

ISHARES TREASURY FLOATING RATE BOND ETF

New

Shares36.6K

Event2026-03-31

Filed2026-05-13

THIR

THOR INDEX ROTATION ETF

New

Shares59.2K

Event2026-03-31

Filed2026-05-13

THLV

THOR EQUAL WEIGHT LOW VOLATILITY ETF

New

Shares51.5K

Event2026-03-31

Filed2026-05-13

XTRE

BONDBLOXX BLOOMBERG THREE YEAR TARGET DURATION US TREASURY ETF

New

Shares28.8K

Event2026-03-31

Filed2026-05-13

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

New

Shares15.6K

Event2026-03-31

Filed2026-05-13

PDBC

INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF

New

Shares53.2K

Event2026-03-31

Filed2026-05-13

SMH

VANECK SEMICONDUCTOR ETF

New

Shares2.3K

Event2026-03-31

Filed2026-05-13

IUSB

ISHARES CORE UNIVERSAL USD BOND ETF

New

Shares12.7K

Event2026-03-31

Filed2026-05-13

MAGS

ROUNDHILL MAGNIFICENT SEVEN ETF

New

Shares10.0K

Event2026-03-31

Filed2026-05-13

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

New

Shares5.0K

Event2026-03-31

Filed2026-05-13

BIV

VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES

New

Shares5.4K

Event2026-03-31

Filed2026-05-13

SPY

STATE STREET SPDR S&P 500 ETF TRUST

New

Shares636

Event2026-03-31

Filed2026-05-13

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

New

Shares6.3K

Event2026-03-31

Filed2026-05-13

XAR

STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES S&P 500 VALUE ETF

New

Shares1.6K

Event2026-03-31

Filed2026-05-13

IVW

ISHARES S&P 500 GROWTH ETF

New

Shares3.0K

Event2026-03-31

Filed2026-05-13

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

New

Shares5.7K

Event2026-03-31

Filed2026-05-13

BSV

VANGUARD SHORT-TERM BOND INDEX FUND ETF SHARES

New

Shares3.6K

Event2026-03-31

Filed2026-05-13

EFV

ISHARES MSCI EAFE VALUE ETF

New

Shares3.4K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

New

Shares3.6K

Event2026-03-31

Filed2026-05-13

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

New

Shares1.1K

Event2026-03-31

Filed2026-05-13

MBB

ISHARES MBS ETF

New

Shares2.1K

Event2026-03-31

Filed2026-05-13

GOVT

ISHARES U.S. TREASURY BOND ETF

New

Shares8.3K

Event2026-03-31

Filed2026-05-13

EFG

ISHARES MSCI EAFE GROWTH ETF

New

Shares1.5K

Event2026-03-31

Filed2026-05-13

TLH

ISHARES 10-20 YEAR TREASURY BOND ETF

New

Shares1.6K

Event2026-03-31

Filed2026-05-13

CBUS

CIBUS INC CLASS A

New

Shares77.6K

Event2026-03-31

Filed2026-05-13

BLV

VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES

New

Shares2.2K

Event2026-03-31

Filed2026-05-13

GSY

INVESCO ULTRA SHORT DURATION ETF

New

Shares2.9K

Event2026-03-31

Filed2026-05-13

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

New

Shares605

Event2026-03-31

Filed2026-05-13

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

New

Shares875

Event2026-03-31

Filed2026-05-13

BNDX

VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND ETF SHARES

New

Shares2.6K

Event2026-03-31

Filed2026-05-13

HYG

ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF

New

Shares1.6K

Event2026-03-31

Filed2026-05-13

PFIX

SIMPLIFY INTEREST RATE HEDGE ETF

New

Shares2.5K

Event2026-03-31

Filed2026-05-13

THRO

ISHARES U.S. THEMATIC ROTATION ACTIVE ETF

New

Shares3.2K

Event2026-03-31

Filed2026-05-13

CLOZ

ELDRIDGE BBB-B CLO ETF

New

Shares4.3K

Event2026-03-31

Filed2026-05-13

BAI

ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

New

Shares3.3K

Event2026-03-31

Filed2026-05-13

INVESCO S&P 500 EQUAL WEIGHT ETF

New

Shares572

Event2026-03-31

Filed2026-05-13

EWJ

ISHARES MSCI JAPAN ETF

New

Shares1.3K

Event2026-03-31

Filed2026-05-13

IAGG

ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF

New

Shares2.1K

Event2026-03-31

Filed2026-05-13

BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

New

Shares2.1K

Event2026-03-31

Filed2026-05-13

EWI

ISHARES MSCI ITALY ETF

New

Shares2.0K

Event2026-03-31

Filed2026-05-13

EWU

ISHARES MSCI UNITED KINGDOM ETF

New

Shares2.3K

Event2026-03-31

Filed2026-05-13

EWY

ISHARES MSCI SOUTH KOREA ETF

New

Shares861

Event2026-03-31

Filed2026-05-13

EWQ

ISHARES MSCI FRANCE ETF

New

Shares2.4K

Event2026-03-31

Filed2026-05-13

EWG

ISHARES MSCI GERMANY ETF

New

Shares2.6K

Event2026-03-31

Filed2026-05-13

GNTX

GENTEX CORP

New

Shares4.6K

Event2026-03-31

Filed2026-05-13

IDEF

ISHARES DEFENSE INDUSTRIALS ACTIVE ETF

New

Shares2.8K

Event2026-03-31

Filed2026-05-13

BLCR

ISHARES LARGE CAP CORE ACTIVE ETF

New

Shares2.0K

Event2026-03-31

Filed2026-05-13

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ET

New

Shares1.3K

Event2026-03-31

Filed2026-05-13

VWOB

VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES

New

Shares937

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

New

Shares403

Event2026-03-31

Filed2026-05-13

WBD

WARNER BROS DISCOVERY IN CLASS SERIES A

New

Shares1.5K

Event2026-03-31

Filed2026-05-13

BLOK

AMPLIFY BLOCKCHAIN TECHNOLOGY ETF

New

Shares812

Event2026-03-31

Filed2026-05-13

BSVN

BANK7 CORP

New

Shares1.0K

Event2026-03-31

Filed2026-05-13

NFLX

NETFLIX INC

New

Shares408

Event2026-03-31

Filed2026-05-13

ISHARES GOLD TRUST

New

Shares444

Event2026-03-31

Filed2026-05-13

USFR

WISDOMTREE FLOATING RATE TREASURY FUND

New

Shares734

Event2026-03-31

Filed2026-05-13

GILD

GILEAD SCIENCES INC

New

Shares259

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

New

Shares165

Event2026-03-31

Filed2026-05-13

IYW

ISHARES U.S. TECHNOLOGY ETF

New

Shares197

Event2026-03-31

Filed2026-05-13

FANG

DIAMONDBACK ENERGY INC

New

Shares172

Event2026-03-31

Filed2026-05-13

SPG

SIMON PPTY GROUP INC NEW REIT

New

Shares158

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY AND CO

New

Shares32

Event2026-03-31

Filed2026-05-13

REGN

REGENERON PHARMACEUTICAL

New

Shares38

Event2026-03-31

Filed2026-05-13

AOA

ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF

New

Shares331

Event2026-03-31

Filed2026-05-13

AOM

ISHARES CORE 40/60 MODERATE ALLOCATION ETF

New

Shares609

Event2026-03-31

Filed2026-05-13

RCL

ROYAL CARIBBEAN GROU F

New

Shares100

Event2026-03-31

Filed2026-05-13

SYSB

ISHARES SYSTEMATIC BOND ETF

New

Shares299

Event2026-03-31

Filed2026-05-13

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

New

Shares337

Event2026-03-31

Filed2026-05-13

PECO

PHILLIPS EDISON & CO INC

New

Shares683

Event2026-03-31

Filed2026-05-13

ICVT

ISHARES CONVERTIBLE BOND ETF

New

Shares244

Event2026-03-31

Filed2026-05-13

CSX

CSX CORP

New

Shares600

Event2026-03-31

Filed2026-05-13

IYG

ISHARES U.S. FINANCIAL SERVICES ETF

New

Shares221

Event2026-03-31

Filed2026-05-13

ORLY

O REILLY AUTOMOTIVE INC

New

Shares198

Event2026-03-31

Filed2026-05-13

XTWY

BONDBLOXX BLOOMBERG TWENTY YEAR TARGET DURATION US TREASURY ETF

New

Shares398

Event2026-03-31

Filed2026-05-13

IGM

ISHARES EXPANDED TECH SECTOR ETF

New

Shares113

Event2026-03-31

Filed2026-05-13

XNTK

STATE STREET SPDR NYSE TECHNOLOGY ETF

New

Shares51

Event2026-03-31

Filed2026-05-13

TTWO

TAKE-TWO INTERACTIVE SOF

New

Shares61

Event2026-03-31

Filed2026-05-13

IYZ

ISHARES U.S. TELECOMMUNICATIONS ETF

New

Shares303

Event2026-03-31

Filed2026-05-13

HEFA

ISHARES CURRENCY HEDGED MSCI EAFE ETF

New

Shares279

Event2026-03-31

Filed2026-05-13

IDU

ISHARES U.S. UTILITIES ETF

New

Shares101

Event2026-03-31

Filed2026-05-13

IYF

ISHARES U.S. FINANCIALS ETF

New

Shares99

Event2026-03-31

Filed2026-05-13

ITA

ISHARES U.S. AEROSPACE & DEFENSE ETF

New

Shares52

Event2026-03-31

Filed2026-05-13

BKR

BAKER HUGHES CO. A CLASS CLASS A

New

Shares180

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORP

New

Shares57

Event2026-03-31

Filed2026-05-13

OEF

ISHARES S&P 100 ETF

New

Shares31

Event2026-03-31

Filed2026-05-13

IAI

ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF

New

Shares49

Event2026-03-31

Filed2026-05-13

AHR

AMERICAN HEALTHCARE REIT REIT

New

Shares153

Event2026-03-31

Filed2026-05-13

POCT

INNOVATOR U.S. EQUITY POWER BUFFER ETF OCTOBER

New

Shares166

Event2026-03-31

Filed2026-05-13

USDU

WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND

New

Shares269

Event2026-03-31

Filed2026-05-13

UBER

UBER TECHNOLOGIES INC

New

Shares95

Event2026-03-31

Filed2026-05-13

BROADCOM INC

New

Shares22

Event2026-03-31

Filed2026-05-13

EMB

ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF

New

Shares72

Event2026-03-31

Filed2026-05-13

General Electric Co

New

Shares20

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

New

Shares33

Event2026-03-31

Filed2026-05-13

VOX

VANGUARD COMMUNICATION SERVICES INDEX FUND ETF SHARES

New

Shares30

Event2026-03-31

Filed2026-05-13

SOUTHERN CO

New

Shares54

Event2026-03-31

Filed2026-05-13

XLU

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

New

Shares110

Event2026-03-31

Filed2026-05-13

ALPHABET INC CLASS CLASS C

New

Shares17

Event2026-03-31

Filed2026-05-13

PDD

PDD HOLDINGS INC ADR F UNSPONSORED ADR 1 ADR REPS 4 ORD SHS

New

Shares44

Event2026-03-31

Filed2026-05-13

PKST

PEAKSTONE REALTY CL EXXX MANDATORY MERGER EFF: 05/06/26

New

Shares208

Event2026-03-31

Filed2026-05-13

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

New

Shares32

Event2026-03-31

Filed2026-05-13

XHB

STATE STREET SPDR S&P HOMEBUILDERS ETF

New

Shares43

Event2026-03-31

Filed2026-05-13

SHOP

SHOPIFY INC F CLASS CLASS A

New

Shares35

Event2026-03-31

Filed2026-05-13

ITB

ISHARES U.S. HOME CONSTRUCTION ETF

New

Shares42

Event2026-03-31

Filed2026-05-13

IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

New

Shares31

Event2026-03-31

Filed2026-05-13