Sponsored

The Analysis of Capital Investment Advisors, LLC's Holdings & P&L

Currently, Capital Investment Advisors, LLC holds 691 types of securities in its portfolio with a total value $6.2B. In the most recent quarter, they have increased their positions in VGSH (+1.0M shares, valued at $59.2M), XLK (+433.2K shares, valued at $57.6M), PG (+231.9K shares, valued at $33.5M); decreased their positions in XLV (-409.5K shares, valued at $60.0M), CSCO (-428.4K shares, valued at $33.2M), ASML (-11.4K shares, valued at $15.0M); initiated new positions in SPXX (+285.5K shares, valued at $4.6M), UNP (+11.4K shares, valued at $2.8M), VCSH (+31.0K shares, valued at $2.5M).

1M P&L

+164.3M+2.73%

3M P&L

+57.1M+0.93%

HY P&L

+488.8M+8.60%

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/A3.8B

64.5%

2Drug Manufacturers - General237.2M

4.0%

3Semiconductors145.7M

2.5%

Top Industries by Stock Count

1N/A339 stocks

52.2%

2Utilities - Regulated Electric17 stocks

2.6%

3Oil & Gas Midstream13 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRO ISHARES TR8.4M shares1.10%2026-03-312026-04-16

IQLT ISHARES TR6.0M shares3.47%2026-03-312026-04-16

EMLP FIRST TR EXCHANGE-TRADED FD4.3M shares2.10%2026-03-312026-04-16

SDVY FIRST TR EXCHANGE TRADED FD4.6M shares4.56%2026-03-312026-04-16

XLK SELECT SECTOR SPDR TR976.1K shares79.79%2026-03-312026-04-16

ALPHABET INC ALPHABET INC420.4K shares-0.11%2026-03-312026-04-16

IVV ISHARES TR183.0K shares0.70%2026-03-312026-04-16

ANGL VANECK ETF TRUST3.8M shares4.04%2026-03-312026-04-16

Sponsored

JNJ JOHNSON & JOHNSON414.0K shares-7.26%2026-03-312026-04-16

XLE SELECT SECTOR SPDR TR1.6M shares5.29%2026-03-312026-04-16

IBDT ISHARES TR3.8M shares3.35%2026-03-312026-04-16

IBDV ISHARES TR4.1M shares4.09%2026-03-312026-04-16

HD HOME DEPOT INC267.2K shares4.33%2026-03-312026-04-16

CLOI VANECK ETF TRUST1.7M shares6.44%2026-03-312026-04-16

IBDX ISHARES TR3.3M shares5.00%2026-03-312026-04-16

CLIP GLOBAL X FDS833.3K shares15.82%2026-03-312026-04-16

Sponsored

IBDW ISHARES TR3.8M shares5.32%2026-03-312026-04-16

MSFT MICROSOFT CORP214.4K shares0.13%2026-03-312026-04-16

CVX CHEVRON CORPORATION376.1K shares4.97%2026-03-312026-04-16

XLC SELECT SECTOR SPDR TR700.8K shares15.92%2026-03-312026-04-16

NVDA NVIDIA CORPORATION434.6K shares2.72%2026-03-312026-04-16

SDY SPDR SERIES TRUST495.0K shares-1.50%2026-03-312026-04-16

ABBV ABBVIE INC330.4K shares5.55%2026-03-312026-04-16

LMT LOCKHEED MARTIN CORP114.9K shares-6.34%2026-03-312026-04-16

Sponsored

JPM JPMORGAN CHASE & CO233.5K shares0.09%2026-03-312026-04-16

VGSH VANGUARD SCOTTSDALE FDS1.1M shares805.54%2026-03-312026-04-16

XLRE SELECT SECTOR SPDR TR1.6M shares7.80%2026-03-312026-04-16

IBDZ ISHARES TR2.5M shares10.81%2026-03-312026-04-16

PG PROCTER & GAMBLE CO435.8K shares113.70%2026-03-312026-04-16

SO SOUTHERN CO640.2K shares0.77%2026-03-312026-04-16

VNQ VANGUARD INDEX FDS693.7K shares5.36%2026-03-312026-04-16

CMI CUMMINS INC113.7K shares-8.13%2026-03-312026-04-16

Sponsored

IBCA ISHARES TR2.3M shares33.22%2026-03-312026-04-16

IBTG ISHARES TR2.5M shares-0.15%2026-03-312026-04-16

ASML ASML HLDG NV42.6K shares-21.10%2026-03-312026-04-16

XLF SELECT SECTOR SPDR TR1.1M shares-0.06%2026-03-312026-04-16

QCOM QUALCOMM INC420.5K shares20.12%2026-03-312026-04-16

NEM NEWMONT CORP496.3K shares-15.73%2026-03-312026-04-16

XLV SELECT SECTOR SPDR TR345.8K shares-54.22%2026-03-312026-04-16

HON HONEYWELL INTL INC203.2K shares13.06%2026-03-312026-04-16

Sponsored

MERCK & CO INC MERCK & CO INC369.8K shares1.92%2026-03-312026-04-16

MO ALTRIA GROUP INC672.4K shares1.70%2026-03-312026-04-16

MMC MARSH & MCLENNAN COS INC248.9K shares55.92%2026-03-312026-04-16

IBDS ISHARES TR1.8M shares8.72%2026-03-312026-04-16

IJH ISHARES TR626.0K shares-1.48%2026-03-312026-04-16

KO COCA COLA CO534.4K shares-1.17%2026-03-312026-04-16

XOM EXXON MOBIL CORP232.7K shares0.54%2026-03-312026-04-16

ISPY PROSHARES TR864.4K shares10.17%2026-03-312026-04-16

Sponsored

VZ VERIZON COMMUNICATIONS INC733.7K shares1.66%2026-03-312026-04-16

GS GOLDMAN SACHS GROUP INC41.0K shares-2.49%2026-03-312026-04-16

IJR ISHARES TR278.7K shares-1.33%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T50.9K shares-2.08%2026-03-312026-04-16

CSCO CISCO SYS INC401.7K shares-51.61%2026-03-312026-04-16

SPTI SPDR SERIES TRUST1.1M shares3.62%2026-03-312026-04-16

JEPI J P MORGAN EXCHANGE TRADED F541.2K shares-9.13%2026-03-312026-04-16

LQD ISHARES TR279.0K shares0.12%2026-03-312026-04-16

Sponsored

ACWX ISHARES TR429.0K shares-0.87%2026-03-312026-04-16

IEFA ISHARES TR310.7K shares-2.72%2026-03-312026-04-16

OKE ONEOK INC NEW309.9K shares3.30%2026-03-312026-04-16

SMDV PROSHARES TR399.6K shares-1.16%2026-03-312026-04-16

T AT&T INC920.0K shares-1.97%2026-03-312026-04-16

SGOV ISHARES TR259.7K shares27.34%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS43.0K shares8.86%2026-03-312026-04-16

CAT CATERPILLAR INC35.6K shares-3.62%2026-03-312026-04-16

Sponsored

LLY ELI LILLY & CO27.4K shares-0.04%2026-03-312026-04-16

KNG FIRST TR EXCHANGE-TRADED FD509.6K shares-1.35%2026-03-312026-04-16

EPD ENTERPRISE PRODS PARTNERS L599.1K shares0.45%2026-03-312026-04-16

V VISA INC75.0K shares7.70%2026-03-312026-04-16

CITIGROUP INC CITIGROUP INC192.9K shares-3.05%2026-03-312026-04-16

MGC VANGUARD WORLD FD89.1K shares4.39%2026-03-312026-04-16

VWO VANGUARD INTL EQUITY INDEX F386.0K shares-3.81%2026-03-312026-04-16

KMI KINDER MORGAN INC DEL608.9K shares4.09%2026-03-312026-04-16

Sponsored

XLI SELECT SECTOR SPDR TR126.2K shares-2.94%2026-03-312026-04-16

IBTH ISHARES TR900.6K shares-1.09%2026-03-312026-04-16

BROADCOM INC BROADCOM INC62.9K shares1.38%2026-03-312026-04-16

WMB WILLIAMS COS INC264.6K shares2.32%2026-03-312026-04-16

IYW ISHARES TR106.1K shares-0.76%2026-03-312026-04-16

DVY ISHARES TR123.8K shares3.61%2026-03-312026-04-16

WMT WALMART INC148.6K shares0.47%2026-03-312026-04-16

META META PLATFORMS INC31.8K shares6.51%2026-03-312026-04-16

Sponsored

VYMI VANGUARD WHITEHALL FDS192.1K shares-2.97%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION16.4K shares2.75%2026-03-312026-04-16

BND VANGUARD BD INDEX FDS212.2K shares4.83%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS62.8K shares0.95%2026-03-312026-04-16

IBDR ISHARES TR618.4K shares14.26%2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T71.1K shares4.88%2026-03-312026-04-16

DLR DIGITAL RLTY TR INC75.2K shares4.95%2026-03-312026-04-16

GILD GILEAD SCIENCES INC97.2K shares-5.32%2026-03-312026-04-16

Sponsored

TSLA TESLA INC35.5K shares4.54%2026-03-312026-04-16

O REALTY INCOME CORP213.1K shares5.00%2026-03-312026-04-16

CAH CARDINAL HEALTH INC60.3K shares-3.52%2026-03-312026-04-16

UPS UNITED PARCEL SVCS INC127.6K shares-1.78%2026-03-312026-04-16

BMY BRISTOL-MYERS SQUIBB CO204.6K shares-1.66%2026-03-312026-04-16

VICI VICI PPTYS INC441.7K shares8.36%2026-03-312026-04-16

PM PHILIP MORRIS INTL INC72.9K shares-0.87%2026-03-312026-04-16

HR HEALTHCARE RLTY TR706.3K shares5.46%2026-03-312026-04-16

Sponsored

PFE PFIZER INC422.9K shares-2.20%2026-03-312026-04-16

VIG VANGUARD SPECIALIZED FUNDS54.7K shares-4.89%2026-03-312026-04-16

ALPHABET INC ALPHABET INC39.4K shares2.87%2026-03-312026-04-16

PSA PUBLIC STORAGE OPER CO40.9K shares6.57%2026-03-312026-04-16

MCD MCDONALDS CORP33.8K shares-1.32%2026-03-312026-04-16

ORCL ORACLE CORP71.1K shares-0.23%2026-03-312026-04-16

CUZ COUSINS PPTYS INC445.9K shares6.11%2026-03-312026-04-16

LAM RESEARCH CORP LAM RESEARCH CORP46.4K shares-6.26%2026-03-312026-04-16

Sponsored

IGD VOYA GLBL EQTY DIV & PREM OP1.7M shares-15.71%2026-03-312026-04-16

XLY SELECT SECTOR SPDR TR89.5K shares-1.50%2026-03-312026-04-16

VLO VALERO ENERGY CORP39.4K shares-0.74%2026-03-312026-04-16

IEMG ISHARES INC135.6K shares43.23%2026-03-312026-04-16

XLU SELECT SECTOR SPDR TR201.4K shares-42.37%2026-03-312026-04-16

HIO WESTERN ASSET HIGH INCOME OP2.5M shares-12.14%2026-03-312026-04-16

MMM 3M CO61.4K shares-2.38%2026-03-312026-04-16

AMH AMERICAN HOMES 4 RENT319.1K shares7.69%2026-03-312026-04-16

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW65.1K shares1.43%2026-03-312026-04-16

SDVD FIRST TR EXCH TRADED FD III388.3K shares3.13%2026-03-312026-04-16

MA MASTERCARD INCORPORATED16.3K shares-3.38%2026-03-312026-04-16

NSC NORFOLK SOUTHN CORP28.4K shares-0.63%2026-03-312026-04-16

VTI VANGUARD INDEX FDS25.2K shares32.54%2026-03-312026-04-16

TRGP TARGA RES CORP31.9K shares11.14%2026-03-312026-04-16

NLR VANECK ETF TRUST59.9K shares35.23%2026-03-312026-04-16

BSV VANGUARD BD INDEX FDS100.2K shares-0.10%2026-03-312026-04-16

Sponsored

VUG VANGUARD INDEX FDS17.3K shares-3.04%2026-03-312026-04-16

PEP PEPSICO INC48.4K shares4.48%2026-03-312026-04-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND37.2K shares15.42%2026-03-312026-04-16

ET ENERGY TRANSFER L P381.4K shares-1.23%2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE24.9K shares3.81%2026-03-312026-04-16

QUAL ISHARES TR35.9K shares7.65%2026-03-312026-04-16

FLRN SPDR SERIES TRUST217.9K shares0.60%2026-03-312026-04-16

NEE NEXTERA ENERGY INC71.8K shares8.05%2026-03-312026-04-16

Sponsored

DE DEERE & CO11.8K shares-4.42%2026-03-312026-04-16

INTC INTEL CORP148.1K shares-11.33%2026-03-312026-04-16

XLP SELECT SECTOR SPDR TR77.8K shares-0.22%2026-03-312026-04-16

GLD SPDR GOLD TR14.6K shares11.65%2026-03-312026-04-16

NFLX NETFLIX INC.62.5K shares66.95%2026-03-312026-04-16

EVV EATON VANCE LIMITED DURATION629.4K shares-11.86%2026-03-312026-04-16

PNW PINNACLE WEST CAP CORP57.8K shares-3.46%2026-03-312026-04-16

RIO RIO TINTO PLC61.2K shares-5.42%2026-03-312026-04-16

Sponsored

GEV GE VERNOVA INC6.5K shares4.97%2026-03-312026-04-16

EMLC VANECK ETF TRUST220.0K shares2.76%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP INC18.7K shares-3.94%2026-03-312026-04-16

SNA SNAP ON INC13.5K shares-3.40%2026-03-312026-04-16

DIS DISNEY WALT CO50.7K shares-4.81%2026-03-312026-04-16

EOG EOG RES INC33.5K shares2.29%2026-03-312026-04-16

SPXX NUVEEN S&P 500 DYNAMIC OVERW285.5K sharesnew addition2026-03-312026-04-16

CVS CVS HEALTH CORP61.9K shares-6.11%2026-03-312026-04-16

Sponsored

IYH ISHARES TR69.2K shares-0.39%2026-03-312026-04-16

CWI SPDR INDEX SHS FDS115.6K shares-7.00%2026-03-312026-04-16

D DOMINION ENERGY INC68.1K shares-1.60%2026-03-312026-04-16

IWF ISHARES TR9.5K shares3.96%2026-03-312026-04-16

PLTR PALANTIR TECHNOLOGIES INC27.4K shares2.44%2026-03-312026-04-16

SCHD SCHWAB STRATEGIC TR129.6K shares0.81%2026-03-312026-04-16

ITW ILLINOIS TOOL WKS INC14.7K shares4.27%2026-03-312026-04-16

CGDV CAPITAL GROUP DIVIDEND VALUE86.9K shares8.20%2026-03-312026-04-16

Sponsored

PLD PROLOGIS INC.27.9K shares-0.70%2026-03-312026-04-16

NEA NUVEEN AMT FREE QLTY MUN INC323.5K shares-4.72%2026-03-312026-04-16

NAD NUVEEN QUALITY MUNCP INCOME307.9K shares-6.36%2026-03-312026-04-16

VTV VANGUARD INDEX FDS17.8K shares-1.72%2026-03-312026-04-16

WELL WELLTOWER INC17.0K shares1.04%2026-03-312026-04-16

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP9.6K shares-1.79%2026-03-312026-04-16

MS MORGAN STANLEY19.8K shares0.98%2026-03-312026-04-16

BIV VANGUARD BD INDEX FDS41.2K shares-0.04%2026-03-312026-04-16

Sponsored

MCK MCKESSON CORP3.7K shares-3.07%2026-03-312026-04-16

FCX FREEPORT MCMORAN INC53.5K shares-3.45%2026-03-312026-04-16

ORLY OREILLY AUTOMOTIVE INC34.0K shares4.73%2026-03-312026-04-16

WFC WELLS FARGO & CO38.9K shares-4.04%2026-03-312026-04-16

IGRO ISHARES TR37.0K shares-5.79%2026-03-312026-04-16

EMR EMERSON ELEC CO23.3K shares-0.40%2026-03-312026-04-16

TSM TAIWAN SEMICONDUCTOR MANUFAC8.8K shares0.32%2026-03-312026-04-16

SCHX SCHWAB STRATEGIC TR114.1K shares20.04%2026-03-312026-04-16

Sponsored

MTUM ISHARES TR12.0K shares15.07%2026-03-312026-04-16

VYM VANGUARD WHITEHALL FDS19.3K shares4.23%2026-03-312026-04-16

TQQQ PROSHARES TR67.9K shares-10.01%2026-03-312026-04-16

ED CONSOLIDATED EDISON INC24.8K shares1.39%2026-03-312026-04-16

NKE NIKE INC53.0K shares-4.95%2026-03-312026-04-16

UNP UNION PAC CORP11.4K sharesnew addition2026-03-312026-04-16

LOW LOWES COS INC11.7K shares2.83%2026-03-312026-04-16

ENB ENBRIDGE INC50.4K shares0.32%2026-03-312026-04-16

Sponsored

LHX L3HARRIS TECHNOLOGIES INC7.9K shares1.22%2026-03-312026-04-16

VB VANGUARD INDEX FDS10.3K shares5.64%2026-03-312026-04-16

ISD PGIM HIGH YIELD BOND FUND IN204.6K shares-25.12%2026-03-312026-04-16

CGIC CAPITAL GROUP INTERNATIONAL80.4K shares20.63%2026-03-312026-04-16

HII HUNTINGTON INGALLS INDS INC6.9K shares-4.17%2026-03-312026-04-16

WM WASTE MGMT INC DEL11.4K shares5.98%2026-03-312026-04-16

IBTI ISHARES TR116.5K shares-1.08%2026-03-312026-04-16

EATON CORP PLC EATON CORP PLC7.2K shares5.94%2026-03-312026-04-16

Sponsored

MAR MARRIOTT INTL INC NEW7.8K shares16.39%2026-03-312026-04-16

RSG REPUBLIC SVCS INC11.7K shares7.00%2026-03-312026-04-16

LYB LYONDELLBASELL INDUSTRIES NV31.7K shares-18.96%2026-03-312026-04-16

PDO PIMCO DYNAMIC INCOME OPRNTS197.0K shares-3.51%2026-03-312026-04-16

SOXQ INVESCO EXCH TRADED FD TR II42.1K shares1.75%2026-03-312026-04-16

KTF DWS MUN INCOME TR271.9K shares0.06%2026-03-312026-04-16

VCSH VANGUARD SCOTTSDALE FDS31.0K sharesnew addition2026-03-312026-04-16

MAIN MAIN STR CAP CORP46.1K shares-7.66%2026-03-312026-04-16

Sponsored

CRM SALESFORCE INC12.9K shares21.00%2026-03-312026-04-16

LEO BNY MELLON STRATEGIC MUNS IN379.3K shares-2.52%2026-03-312026-04-16

IRM IRON MTN INC DEL23.2K shares0.43%2026-03-312026-04-16

CB CHUBB LTD SWITZ7.3K shares7.35%2026-03-312026-04-16

BLV VANGUARD BD INDEX FDS33.9K shares1.48%2026-03-312026-04-16

COP CONOCOPHILLIPS17.6K shares0.17%2026-03-312026-04-16

MU MICRON TECHNOLOGY INC6.8K shares22.68%2026-03-312026-04-16

TXN TEXAS INSTRS INC11.9K shares3.84%2026-03-312026-04-16

Sponsored

CDNS CADENCE DESIGN SYSTEM INC8.3K shares12.60%2026-03-312026-04-16

ARDC ARES DYNAMIC CR ALLOCATION F189.5K shares-0.58%2026-03-312026-04-16

TFC TRUIST FINL CORP50.1K shares-6.82%2026-03-312026-04-16

VEA VANGUARD TAX-MANAGED FDS34.5K shares5.02%2026-03-312026-04-16

MCO MOODYS CORP5.0K shares35.67%2026-03-312026-04-16

KMB KIMBERLY-CLARK CORP22.5K shares-1.61%2026-03-312026-04-16

INSM INSMED INC13.2K sharesnew addition2026-03-312026-04-16

CSX CSX CORP52.2K shares-4.78%2026-03-312026-04-16

Sponsored

BGH BARINGS GLOBAL SHORT DURATIO156.9K shares0.00%2026-03-312026-04-16

JPC NUVEEN PFD & INCOME OPPORTUN269.9K shares-14.23%2026-03-312026-04-16

GGG GRACO INC23.9K shares1.58%2026-03-312026-04-16

SPYI NEOS ETF TRUST41.0K shares42.60%2026-03-312026-04-16

CPRT COPART INC60.6K shares101.98%2026-03-312026-04-16

JEPQ J P MORGAN EXCHANGE TRADED F35.7K shares3.22%2026-03-312026-04-16

CAPE DOUBLELINE ETF TRUST63.1K shares-19.31%2026-03-312026-04-16

DHR DANAHER CORP DEL10.1K shares35.38%2026-03-312026-04-16

Sponsored

MBB ISHARES TR20.1K shares46.91%2026-03-312026-04-16

HFXI NEW YORK LIFE INVESTMENTS ET56.7K shares16.76%2026-03-312026-04-16

NOW SERVICENOW INC18.2K shares-26.77%2026-03-312026-04-16

FAS DIREXION SHARES ETF TRUST16.0K shares-6.51%2026-03-312026-04-16

PBA PEMBINA PIPELINE CORP42.1K shares-2.45%2026-03-312026-04-16

SCHG SCHWAB STRATEGIC TR64.6K shares1.76%2026-03-312026-04-16

DIA STATE STR SPDR DOW JONES IND4.1K shares-2.59%2026-03-312026-04-16

SCHO SCHWAB STRATEGIC TR75.6K sharesnew addition2026-03-312026-04-16

Sponsored

BKIE BNY MELLON ETF TRUST19.6K shares17.93%2026-03-312026-04-16

VLUE ISHARES TR12.7K shares31.24%2026-03-312026-04-16

RITM RITHM CAPITAL CORP190.3K shares-6.85%2026-03-312026-04-16

ZTS ZOETIS INC15.3K shares63.39%2026-03-312026-04-16

VGT VANGUARD WORLD FD2.6K shares-5.98%2026-03-312026-04-16

MUB ISHARES TR16.8K shares-1.03%2026-03-312026-04-16

ADBE ADOBE INC7.3K shares59.96%2026-03-312026-04-16

TIP ISHARES TR16.1K shares-1.50%2026-03-312026-04-16

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BGB BLACKSTONE STRATEGIC CRED 20157.4K shares-16.77%2026-03-312026-04-16

VV VANGUARD INDEX FDS5.8K shares0.84%2026-03-312026-04-16

NZF NUVEEN MUN CR INCOME FD142.6K shares-5.84%2026-03-312026-04-16

MPC MARATHON PETE CORP7.1K shares-0.46%2026-03-312026-04-16

CMCSA COMCAST CORP NEW60.3K shares1.28%2026-03-312026-04-16

FNDX SCHWAB STRATEGIC TR62.0K shares39.53%2026-03-312026-04-16

JCE NUVEEN CORE EQUITY ALPHA FD116.6K shares0.00%2026-03-312026-04-16

BLACKSTONE INC BLACKSTONE INC14.9K shares-1.14%2026-03-312026-04-16

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JFR NUVEEN FLOATING RATE INCOME224.5K shares-4.86%2026-03-312026-04-16

BLDR BUILDERS FIRSTSOURCE INC20.2K shares117.42%2026-03-312026-04-16

EEM ISHARES TR29.3K shares0.00%2026-03-312026-04-16

LEN LENNAR CORP19.1K shares-6.33%2026-03-312026-04-16

PANW PALO ALTO NETWORKS INC10.3K shares6.99%2026-03-312026-04-16

ES EVERSOURCE ENERGY23.5K shares-5.09%2026-03-312026-04-16

SRLN SSGA ACTIVE ETF TR40.4K shares-2.53%2026-03-312026-04-16

MHD BLACKROCK MUNIHOLDINGS FD IN143.1K shares153.55%2026-03-312026-04-16

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URTH ISHARES INC8.9K shares0.00%2026-03-312026-04-16

JHI HANCOCK JOHN INVT TR II123.2K shares-2.14%2026-03-312026-04-16

AGG ISHARES TR16.0K shares5.91%2026-03-312026-04-16

SLV ISHARES SILVER TR22.9K shares15.27%2026-03-312026-04-16

BLW BLACKROCK LTD DURATION INCOM123.8K shares-12.59%2026-03-312026-04-16

KIO KKR INCOME OPPORTUNITIES FD140.3K shares-1.91%2026-03-312026-04-16

ISHARES GOLD TR ISHARES GOLD TR17.4K shares1.37%2026-03-312026-04-16

CET CENTRAL SECS CORP30.9K shares0.00%2026-03-312026-04-16

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YUM YUM BRANDS INC9.8K shares2.12%2026-03-312026-04-16

IBMO ISHARES TR59.3K shares-10.83%2026-03-312026-04-16

GDX VANECK ETF TRUST16.2K shares-12.90%2026-03-312026-04-16

NOC NORTHROP GRUMMAN CORP2.2K shares2.36%2026-03-312026-04-16

BLACKROCK INC BLACKROCK INC1.5K shares3.65%2026-03-312026-04-16

GPC GENUINE PARTS CO13.9K shares-1.76%2026-03-312026-04-16

SBUX STARBUCKS CORP16.3K shares-1.50%2026-03-312026-04-16

NUE NUCOR CORP8.6K shares7.94%2026-03-312026-04-16

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IBMP ISHARES TR56.6K shares-12.67%2026-03-312026-04-16

IWD ISHARES TR6.7K shares5.76%2026-03-312026-04-16

IBB ISHARES TR8.5K shares-1.69%2026-03-312026-04-16

ICF ISHARES TR23.0K shares-2.44%2026-03-312026-04-16

MGK VANGUARD WORLD FD3.9K shares-1.38%2026-03-312026-04-16

CROWN CASTLE INC CROWN CASTLE INC17.2K shares-7.87%2026-03-312026-04-16

VKQ INVESCO MUNICIPAL TRUST145.8K shares-1.09%2026-03-312026-04-16

OMC OMNICOM GROUP INC18.4K shares1.69%2026-03-312026-04-16

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IWB ISHARES TR3.8K shares0.08%2026-03-312026-04-16

HSY HERSHEY CO6.5K shares-14.56%2026-03-312026-04-16

IBMQ ISHARES TR53.0K shares-11.71%2026-03-312026-04-16

ISRG INTUITIVE SURGICAL INC2.9K shares0.51%2026-03-312026-04-16

KLAC KLA CORP916 shares8.79%2026-03-312026-04-16

ASGI ABRDN GLOBAL INFRA INCOME FU59.5K shares-12.96%2026-03-312026-04-16

SCHF SCHWAB STRATEGIC TR53.7K shares5.28%2026-03-312026-04-16

DAL DELTA AIR LINES INC19.9K shares-2.68%2026-03-312026-04-16

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NIE VIRTUS EQUITY & CONV INCM FD55.7K shares0.00%2026-03-312026-04-16

ITOT ISHARES TR9.0K shares-4.79%2026-03-312026-04-16

SUB ISHARES TR12.1K shares-2.35%2026-03-312026-04-16

PID INVESCO EXCHANGE TRADED FD T55.8K shares-3.89%2026-03-312026-04-16

ASTS AST SPACEMOBILE INC14.8K shares-5.80%2026-03-312026-04-16

NMCO NUVEEN MUN CR OPPORTUNITIES116.3K shares-2.77%2026-03-312026-04-16

IWM ISHARES TR4.9K shares41.04%2026-03-312026-04-16

ARKK ARK ETF TR17.8K shares1.88%2026-03-312026-04-16

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COF CAPITAL ONE FINL CORP6.6K shares-6.47%2026-03-312026-04-16

IBIT ISHARES BITCOIN TRUST ETF30.8K shares55.58%2026-03-312026-04-16

USXF ISHARES TR21.0K shares-1.62%2026-03-312026-04-16

SHEL SHELL PLC12.3K shares4.53%2026-03-312026-04-16

XLB SELECT SECTOR SPDR TR22.9K shares-2.76%2026-03-312026-04-16

RJF RAYMOND JAMES FINL INC7.7K shares0.81%2026-03-312026-04-16

LDP COHEN & STEERS LTD DURATION55.7K shares-13.92%2026-03-312026-04-16

FDX FEDEX CORP3.1K shares-3.80%2026-03-312026-04-16

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CRWD CROWDSTRIKE HLDGS INC2.8K shares-4.81%2026-03-312026-04-16

INTU INTUIT2.5K shares32.42%2026-03-312026-04-16

VIGI VANGUARD WHITEHALL FDS12.2K shares-4.46%2026-03-312026-04-16

GLW CORNING INC7.9K shares3.69%2026-03-312026-04-16

CEG CONSTELLATION ENERGY CORP3.8K shares2.17%2026-03-312026-04-16

EFA ISHARES TR10.9K shares0.14%2026-03-312026-04-16

CTRA COTERRA ENERGY INC30.0K shares-2.30%2026-03-312026-04-16

TJX TJX COS INC NEW6.6K shares7.92%2026-03-312026-04-16

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EFX EQUIFAX INC5.8K shares27.06%2026-03-312026-04-16

NVG NUVEEN AMT FREE MUN CR INC F84.8K shares-13.45%2026-03-312026-04-16

AWF ALLIANCEBERNSTEIN GLOBAL HIG102.8K shares-7.57%2026-03-312026-04-16

SWKS SKYWORKS SOLUTIONS INC19.3K shares0.45%2026-03-312026-04-16

MEDTRONIC PLC MEDTRONIC PLC11.9K shares-2.07%2026-03-312026-04-16

EME EMCOR GROUP INC1.4K shares0.22%2026-03-312026-04-16

PPG PPG INDS INC9.5K shares-33.58%2026-03-312026-04-16

VTR VENTAS INC12.4K shares-0.93%2026-03-312026-04-16

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ROK ROCKWELL AUTOMATION INC2.8K shares-3.32%2026-03-312026-04-16

SYK STRYKER CORPORATION3.0K shares-6.14%2026-03-312026-04-16

SHY ISHARES TR12.0K shares-4.88%2026-03-312026-04-16

VXF VANGUARD INDEX FDS4.7K shares-6.17%2026-03-312026-04-16

HYI WESTERN ASSET HIGH YIELD OPP90.7K shares-15.50%2026-03-312026-04-16

IGSB ISHARES TR18.4K shares-4.12%2026-03-312026-04-16

BKNG BOOKING HOLDINGS INC229 shares-0.87%2026-03-312026-04-16

VXUS VANGUARD STAR FDS12.5K shares11.18%2026-03-312026-04-16

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CL COLGATE PALMOLIVE CO11.1K shares8.10%2026-03-312026-04-16

FNDF SCHWAB STRATEGIC TR19.2K shares6.46%2026-03-312026-04-16

MOO VANECK ETF TRUST11.1K sharesnew addition2026-03-312026-04-16

RNP COHEN & STEERS REIT & PFD &47.2K shares0.10%2026-03-312026-04-16

DFAT DIMENSIONAL ETF TRUST14.9K shares-1.04%2026-03-312026-04-16

ETR ENTERGY CORP NEW8.2K shares1.08%2026-03-312026-04-16

VONG VANGUARD SCOTTSDALE FDS8.4K shares0.02%2026-03-312026-04-16

PGR PROGRESSIVE CORP4.6K shares7.24%2026-03-312026-04-16

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SBR SABINE RTY TR12.2K shares-0.41%2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T19.0K shares57.41%2026-03-312026-04-16

MSI MOTOROLA SOLUTIONS INC2.1K shares1.22%2026-03-312026-04-16

QQQI NEOS ETF TRUST18.1K shares70.56%2026-03-312026-04-16

HYT BLACKROCK CORPOR HI YLD FD I105.4K shares-3.59%2026-03-312026-04-16

IVW ISHARES TR7.9K shares-2.90%2026-03-312026-04-16

RAAX VANECK ETF TRUST21.9K shares-2.24%2026-03-312026-04-16

LINDE PLC LINDE PLC1.8K shares31.89%2026-03-312026-04-16

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PFF ISHARES TR29.3K shares1.71%2026-03-312026-04-16

VO VANGUARD INDEX FDS3.1K shares4.31%2026-03-312026-04-16

IYC ISHARES TR9.1K shares-0.17%2026-03-312026-04-16

IWR ISHARES TR9.0K shares-10.79%2026-03-312026-04-16

WBD WARNER BROS DISCOVERY INC31.6K shares-3.53%2026-03-312026-04-16

KR KROGER CO11.9K shares-3.46%2026-03-312026-04-16

TAN INVESCO EXCH TRADED FD TR II15.4K shares12.31%2026-03-312026-04-16

DPZ DOMINOS PIZZA INC2.4K shares7.99%2026-03-312026-04-16

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IBMS ISHARES TR33.0K shares-8.86%2026-03-312026-04-16

SCHW SCHWAB CHARLES CORP9.0K shares5.15%2026-03-312026-04-16

BRO BROWN & BROWN INC13.0K shares-3.87%2026-03-312026-04-16

REGL PROSHARES TR9.8K shares0.66%2026-03-312026-04-16

DTE DTE ENERGY CO5.7K shares-12.69%2026-03-312026-04-16

IDU ISHARES TR7.1K shares-0.28%2026-03-312026-04-16

TMO THERMO FISHER SCIENTIFIC INC1.7K shares13.27%2026-03-312026-04-16

PKG PACKAGING CORP AMER3.9K shares0.57%2026-03-312026-04-16

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RF REGIONS FINANCIAL CORP NEW31.2K shares8.56%2026-03-312026-04-16

DFUV DIMENSIONAL ETF TRUST16.8K shares7.19%2026-03-312026-04-16

SPYM SPDR SERIES TRUST10.6K shares-0.73%2026-03-312026-04-16

EMF TEMPLETON EMERGING MKTS FD46.4K shares0.00%2026-03-312026-04-16

FENY FIDELITY COVINGTON TRUST23.3K shares-8.31%2026-03-312026-04-16

SPYG SPDR SERIES TRUST8.1K shares13.17%2026-03-312026-04-16

PSX PHILLIPS 664.3K shares13.91%2026-03-312026-04-16

TER TERADYNE INC2.7K shares-20.69%2026-03-312026-04-16

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PH PARKER-HANNIFIN CORP880 shares5.01%2026-03-312026-04-16

ACGL ARCH CAP GROUP LTD8.1K shares1.88%2026-03-312026-04-16

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.9K shares-0.21%2026-03-312026-04-16

PMO PUTNAM MUN OPPORTUNITIES TR73.9K shares-6.07%2026-03-312026-04-16

IWC ISHARES TR4.8K shares-0.42%2026-03-312026-04-16

FAN FIRST TR EXCHANGE-TRADED FD30.7K shares12.66%2026-03-312026-04-16

PAYX PAYCHEX INC8.2K shares-2.60%2026-03-312026-04-16

MDLZ MONDELEZ INTL INC13.1K shares-1.77%2026-03-312026-04-16

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F FORD MTR CO64.8K shares-3.70%2026-03-312026-04-16

AMT AMERICAN TOWER CORP4.3K shares-7.16%2026-03-312026-04-16

AFB ALLIANCEBERNSTEIN NATL MUN I68.8K shares-3.59%2026-03-312026-04-16

AON PLC AON PLC2.3K shares20.67%2026-03-312026-04-16

IGM ISHARES TR6.2K shares0.00%2026-03-312026-04-16

SRE SEMPRA7.5K shares0.86%2026-03-312026-04-16

PNC PNC FINL SVCS GROUP INC3.5K shares12.68%2026-03-312026-04-16

IBTJ ISHARES TR33.2K shares6.38%2026-03-312026-04-16

Sponsored

USB US BANCORP13.8K shares27.89%2026-03-312026-04-16

ACWI ISHARES TR5.2K shares0.00%2026-03-312026-04-16

GWW WW GRAINGER INC654 shares0.46%2026-03-312026-04-16

BSX BOSTON SCIENTIFIC CORP11.3K shares-1.46%2026-03-312026-04-16

VEU VANGUARD INTL EQUITY INDEX F9.4K shares-7.40%2026-03-312026-04-16

ITA ISHARES TR3.2K shares2.64%2026-03-312026-04-16

FPF FIRST TR INTER DURATN PFD &39.7K shares-1.19%2026-03-312026-04-16

SPGI S&P GLOBAL INC1.6K shares-9.49%2026-03-312026-04-16

Sponsored

PCAR PACCAR INC6.0K shares17.84%2026-03-312026-04-16

CTVA CORTEVA INC8.2K shares13.96%2026-03-312026-04-16

DFAC DIMENSIONAL ETF TRUST17.4K shares54.35%2026-03-312026-04-16

SYY SYSCO CORP9.4K shares-2.57%2026-03-312026-04-16

REM ISHARES TR30.5K shares-2.76%2026-03-312026-04-16

NBIS NEBIUS GROUP N.V.6.3K shares105.22%2026-03-312026-04-16

QQQM INVESCO EXCH TRADED FD TR II2.7K shares11.12%2026-03-312026-04-16

MFIC MIDCAP FINANCIAL INVSTMNT CO57.3K shares-7.84%2026-03-312026-04-16

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SCHA SCHWAB STRATEGIC TR22.0K shares12.02%2026-03-312026-04-16

FNDA SCHWAB STRATEGIC TR19.6K shares52.89%2026-03-312026-04-16

UBSI UNITED BANKSHARES INC WEST V15.2K shares0.00%2026-03-312026-04-16

MPLX MPLX LP11.0K shares20.57%2026-03-312026-04-16

MDY STATE STR SPDR S&P MIDCAP 401.0K shares0.10%2026-03-312026-04-16

NXP NUVEEN SELECT TAX-FREE INCOM43.3K shares-6.63%2026-03-312026-04-16

IGV ISHARES TR7.7K sharesnew addition2026-03-312026-04-16

KEYS KEYSIGHT TECHNOLOGIES INC2.2K shares8.30%2026-03-312026-04-16

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DFAS DIMENSIONAL ETF TRUST8.7K shares0.00%2026-03-312026-04-16

THE CIGNA GROUP THE CIGNA GROUP2.3K shares7.68%2026-03-312026-04-16

QNITY ELECTRONICS INC QNITY ELECTRONICS INC5.2K sharesnew addition2026-03-312026-04-16

BSCS INVESCO EXCH TRD SLF IDX FD29.6K shares1.21%2026-03-312026-04-16

OZK BANK OZK LITTLE ROCK ARK13.2K shares-2.91%2026-03-312026-04-16

SPG SIMON PPTY GROUP INC NEW3.2K shares4.13%2026-03-312026-04-16

CAG CONAGRA BRANDS INC37.8K shares-13.07%2026-03-312026-04-16

HDV ISHARES TR4.4K shares18.35%2026-03-312026-04-16

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CIEN CIENA CORP1.5K shares42.86%2026-03-312026-04-16

VDC VANGUARD WORLD FD2.6K shares23.43%2026-03-312026-04-16

DGX QUEST DIAGNOSTICS INC3.0K shares0.53%2026-03-312026-04-16

UDOW PROSHARES TR11.7K shares-26.64%2026-03-312026-04-16

ECL ECOLAB INC2.2K shares1.24%2026-03-312026-04-16

SMH VANECK ETF TRUST1.5K shares2.42%2026-03-312026-04-16

EBAY EBAY INC.6.4K shares5.18%2026-03-312026-04-16

VRTX VERTEX PHARMACEUTICALS INC1.3K shares11.27%2026-03-312026-04-16

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PHYS SPROTT ASSET MANAGEMENT LP16.3K shares-1.93%2026-03-312026-04-16

AUPH AURINIA PHARMACEUTICALS INC38.9K shares0.00%2026-03-312026-04-16

MFM MFS MUN INCOME TR106.8K shares-0.51%2026-03-312026-04-16

DFIV DIMENSIONAL ETF TRUST10.8K shares17.78%2026-03-312026-04-16

BSCR INVESCO EXCH TRD SLF IDX FD28.7K shares1.29%2026-03-312026-04-16

PYPL PAYPAL HLDGS INC12.4K shares19.09%2026-03-312026-04-16

VOX VANGUARD WORLD FD3.1K shares0.10%2026-03-312026-04-16

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II7.9K shares67.63%2026-03-312026-04-16

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ESGV VANGUARD WORLD FD4.9K shares0.00%2026-03-312026-04-16

IJJ ISHARES TR4.1K shares1.64%2026-03-312026-04-16

EVN EATON VANCE MUN INCOME TR52.6K shares1.11%2026-03-312026-04-16

VCIT VANGUARD SCOTTSDALE FDS6.6K shares64.31%2026-03-312026-04-16

ESGU ISHARES TR3.8K shares0.03%2026-03-312026-04-16

IVE ISHARES TR2.6K shares-0.85%2026-03-312026-04-16

DGRW WISDOMTREE TR6.2K shares97.91%2026-03-312026-04-16

IIM INVESCO VALUE MUN INCOME TR44.4K shares-13.75%2026-03-312026-04-16

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SOXX ISHARES TR1.6K sharesnew addition2026-03-312026-04-16

PRU PRUDENTIAL FINL INC5.5K shares-7.86%2026-03-312026-04-16

IJK ISHARES TR5.3K shares-0.19%2026-03-312026-04-16

TSN TYSON FOODS INC8.3K shares-6.44%2026-03-312026-04-16

BTI BRITISH AMERN TOB PLC9.1K shares3.00%2026-03-312026-04-16

DHF BNY MELLON HIGH YIELD STRATE215.8K shares4.35%2026-03-312026-04-16

UBER UBER TECHNOLOGIES INC7.3K shares-0.39%2026-03-312026-04-16

ARCC ARES CAPITAL CORP29.2K shares-0.61%2026-03-312026-04-16

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IYY ISHARES TR3.3K shares-3.46%2026-03-312026-04-16

DFP FLAHERTY & CRUMRINE DYNAMIC25.7K shares0.04%2026-03-312026-04-16

JCI JOHNSON CONTROLS INTERNATION3.9K shares8.20%2026-03-312026-04-16

PEG PUBLIC SVC ENTERPRISE GROUP6.3K shares2.59%2026-03-312026-04-16

EFR EATON VANCE SR FLTNG RTE TR47.7K shares0.19%2026-03-312026-04-16

MAA MID-AMER APT CMNTYS INC4.1K shares-6.81%2026-03-312026-04-16

SLB SLB LIMITED9.8K shares3.36%2026-03-312026-04-16

SNOW SNOWFLAKE INC3.3K shares-1.57%2026-03-312026-04-16

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MQY BLACKROCK MUNIYILD QULT FD I45.7K shares293.51%2026-03-312026-04-16

SHW SHERWIN WILLIAMS CO1.6K shares-10.84%2026-03-312026-04-16

BSCQ INVESCO EXCH TRD SLF IDX FD25.5K shares-0.29%2026-03-312026-04-16

XEL XCEL ENERGY INC6.3K shares21.56%2026-03-312026-04-16

GM GENERAL MTRS CO6.6K shares-6.80%2026-03-312026-04-16

ROP ROPER TECHNOLOGIES INC1.4K shares-51.18%2026-03-312026-04-16

RCL ROYAL CARIBBEAN GROUP1.8K shares-2.25%2026-03-312026-04-16

BIB PROSHARES TR6.0K shares0.00%2026-03-312026-04-16

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DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC10.6K shares-0.61%2026-03-312026-04-16

VBK VANGUARD INDEX FDS1.6K shares28.63%2026-03-312026-04-16

IHE ISHARES TR5.5K shares-1.37%2026-03-312026-04-16

SHOP SHOPIFY INC4.0K shares-13.85%2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.4K shares89.91%2026-03-312026-04-16

NVS NOVARTIS AG3.1K shares-2.44%2026-03-312026-04-16

IYE ISHARES TR7.3K shares0.12%2026-03-312026-04-16

DHS WISDOMTREE TR4.3K shares0.00%2026-03-312026-04-16

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CTAS CINTAS CORP2.8K shares4.86%2026-03-312026-04-16

TT TRANE TECHNOLOGIES PLC1.1K shares13.44%2026-03-312026-04-16

FICO FAIR ISAAC CORP440 shares0.69%2026-03-312026-04-16

GIS GENERAL MILLS INC12.6K shares-7.18%2026-03-312026-04-16

ERC ALLSPRING MULTI SECTOR INCOM51.6K shares11.34%2026-03-312026-04-16

BANX ARROWMARK FINANCIAL CORP24.2K shares-6.73%2026-03-312026-04-16

IBTK ISHARES TR23.2K shares10.42%2026-03-312026-04-16

OEF ISHARES TR1.4K shares0.07%2026-03-312026-04-16

Sponsored

AOD ABRDN TOTAL DYNAMIC DIVIDEND49.1K shares-0.97%2026-03-312026-04-16

GEHC GE HEALTHCARE TECHNOLOGIES I6.2K shares-1.79%2026-03-312026-04-16

REGN REGENERON PHARMACEUTICALS569 shares7.36%2026-03-312026-04-16

VBR VANGUARD INDEX FDS2.0K shares-1.76%2026-03-312026-04-16

VFH VANGUARD WORLD FD3.6K shares-0.42%2026-03-312026-04-16

IEF ISHARES TR4.5K shares3.53%2026-03-312026-04-16

PHM PULTE GROUP INC3.7K shares2.96%2026-03-312026-04-16

HUBBELL INC HUBBELL INC879 shares1.03%2026-03-312026-04-16

Sponsored

IWS ISHARES TR3.0K shares-0.81%2026-03-312026-04-16

AB ALLIANCEBERNSTEIN HLDG L P11.3K shares12.28%2026-03-312026-04-16

RY ROYAL BK CDA2.6K shares0.00%2026-03-312026-04-16

NOBL PROSHARES TR3.9K shares0.00%2026-03-312026-04-16

AXON AXON ENTERPRISE INC971 shares-8.65%2026-03-312026-04-16

VFL ABRDN NATL MUN INCOME FD41.4K shares-1.75%2026-03-312026-04-16

AXTI AXT INC7.2K sharesnew addition2026-03-312026-04-16

FTEC FIDELITY COVINGTON TRUST2.0K shares-43.07%2026-03-312026-04-16

Sponsored

NXRT NEXPOINT RESIDENTIAL TR INC16.4K shares0.06%2026-03-312026-04-16

AYI ACUITY INC1.5K shares-0.82%2026-03-312026-04-16

HYDB ISHARES TR8.7K shares-9.17%2026-03-312026-04-16

FE FIRSTENERGY CORP8.0K shares-3.13%2026-03-312026-04-16

OHI OMEGA HEALTHCARE INVS INC9.1K shares6.81%2026-03-312026-04-16

PBT PERMIAN BASIN RTY TR18.4K shares0.01%2026-03-312026-04-16

FBTC FIDELITY WISE ORIGIN BITCOIN6.6K shares-43.05%2026-03-312026-04-16

OVV OVINTIV INC6.6K shares-10.59%2026-03-312026-04-16

Sponsored

GRMN GARMIN LTD1.7K shares7.46%2026-03-312026-04-16

BIIB BIOGEN INC2.1K shares4.30%2026-03-312026-04-16

IYZ ISHARES TR9.7K shares0.03%2026-03-312026-04-16

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC4.4K sharesnew addition2026-03-312026-04-16

DGRO

ISHARES TR

1.10%

Shares8.4M

Event2026-03-31

Filed2026-04-16

IQLT

ISHARES TR

3.47%

Shares6.0M

Event2026-03-31

Filed2026-04-16

EMLP

FIRST TR EXCHANGE-TRADED FD

2.10%

Shares4.3M

Event2026-03-31

Filed2026-04-16

SDVY

FIRST TR EXCHANGE TRADED FD

4.56%

Shares4.6M

Event2026-03-31

Filed2026-04-16

XLK

SELECT SECTOR SPDR TR

79.79%

Shares976.1K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-0.11%

Shares420.4K

Event2026-03-31

Filed2026-04-16

IVV

ISHARES TR

0.70%

Shares183.0K

Event2026-03-31

Filed2026-04-16

ANGL

VANECK ETF TRUST

4.04%

Shares3.8M

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON

-7.26%

Shares414.0K

Event2026-03-31

Filed2026-04-16

XLE

SELECT SECTOR SPDR TR

5.29%

Shares1.6M

Event2026-03-31

Filed2026-04-16

IBDT

ISHARES TR

3.35%

Shares3.8M

Event2026-03-31

Filed2026-04-16

IBDV

ISHARES TR

4.09%

Shares4.1M

Event2026-03-31

Filed2026-04-16

HOME DEPOT INC

4.33%

Shares267.2K

Event2026-03-31

Filed2026-04-16

CLOI

VANECK ETF TRUST

6.44%

Shares1.7M

Event2026-03-31

Filed2026-04-16

IBDX

ISHARES TR

5.00%

Shares3.3M

Event2026-03-31

Filed2026-04-16

CLIP

GLOBAL X FDS

15.82%

Shares833.3K

Event2026-03-31

Filed2026-04-16

IBDW

ISHARES TR

5.32%

Shares3.8M

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

0.13%

Shares214.4K

Event2026-03-31

Filed2026-04-16

CVX

CHEVRON CORPORATION

4.97%

Shares376.1K

Event2026-03-31

Filed2026-04-16

XLC

SELECT SECTOR SPDR TR

15.92%

Shares700.8K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

2.72%

Shares434.6K

Event2026-03-31

Filed2026-04-16

SDY

SPDR SERIES TRUST

-1.50%

Shares495.0K

Event2026-03-31

Filed2026-04-16

ABBV

ABBVIE INC

5.55%

Shares330.4K

Event2026-03-31

Filed2026-04-16

LMT

LOCKHEED MARTIN CORP

-6.34%

Shares114.9K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

0.09%

Shares233.5K

Event2026-03-31

Filed2026-04-16

VGSH

VANGUARD SCOTTSDALE FDS

805.54%

Shares1.1M

Event2026-03-31

Filed2026-04-16

XLRE

SELECT SECTOR SPDR TR

7.80%

Shares1.6M

Event2026-03-31

Filed2026-04-16

IBDZ

ISHARES TR

10.81%

Shares2.5M

Event2026-03-31

Filed2026-04-16

PROCTER & GAMBLE CO

113.70%

Shares435.8K

Event2026-03-31

Filed2026-04-16

SOUTHERN CO

0.77%

Shares640.2K

Event2026-03-31

Filed2026-04-16

VNQ

VANGUARD INDEX FDS

5.36%

Shares693.7K

Event2026-03-31

Filed2026-04-16

CMI

CUMMINS INC

-8.13%

Shares113.7K

Event2026-03-31

Filed2026-04-16

IBCA

ISHARES TR

33.22%

Shares2.3M

Event2026-03-31

Filed2026-04-16

IBTG

ISHARES TR

-0.15%

Shares2.5M

Event2026-03-31

Filed2026-04-16

ASML

ASML HLDG NV

-21.10%

Shares42.6K

Event2026-03-31

Filed2026-04-16

XLF

SELECT SECTOR SPDR TR

-0.06%

Shares1.1M

Event2026-03-31

Filed2026-04-16

QCOM

QUALCOMM INC

20.12%

Shares420.5K

Event2026-03-31

Filed2026-04-16

NEM

NEWMONT CORP

-15.73%

Shares496.3K

Event2026-03-31

Filed2026-04-16

XLV

SELECT SECTOR SPDR TR

-54.22%

Shares345.8K

Event2026-03-31

Filed2026-04-16

HON

HONEYWELL INTL INC

13.06%

Shares203.2K

Event2026-03-31

Filed2026-04-16

MERCK & CO INC

1.92%

Shares369.8K

Event2026-03-31

Filed2026-04-16

ALTRIA GROUP INC

1.70%

Shares672.4K

Event2026-03-31

Filed2026-04-16

MMC

MARSH & MCLENNAN COS INC

55.92%

Shares248.9K

Event2026-03-31

Filed2026-04-16

IBDS

ISHARES TR

8.72%

Shares1.8M

Event2026-03-31

Filed2026-04-16

IJH

ISHARES TR

-1.48%

Shares626.0K

Event2026-03-31

Filed2026-04-16

COCA COLA CO

-1.17%

Shares534.4K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

0.54%

Shares232.7K

Event2026-03-31

Filed2026-04-16

ISPY

PROSHARES TR

10.17%

Shares864.4K

Event2026-03-31

Filed2026-04-16

VERIZON COMMUNICATIONS INC

1.66%

Shares733.7K

Event2026-03-31

Filed2026-04-16

GOLDMAN SACHS GROUP INC

-2.49%

Shares41.0K

Event2026-03-31

Filed2026-04-16

IJR

ISHARES TR

-1.33%

Shares278.7K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

-2.08%

Shares50.9K

Event2026-03-31

Filed2026-04-16

CSCO

CISCO SYS INC

-51.61%

Shares401.7K

Event2026-03-31

Filed2026-04-16

SPTI

SPDR SERIES TRUST

3.62%

Shares1.1M

Event2026-03-31

Filed2026-04-16

JEPI

J P MORGAN EXCHANGE TRADED F

-9.13%

Shares541.2K

Event2026-03-31

Filed2026-04-16

LQD

ISHARES TR

0.12%

Shares279.0K

Event2026-03-31

Filed2026-04-16

ACWX

ISHARES TR

-0.87%

Shares429.0K

Event2026-03-31

Filed2026-04-16

IEFA

ISHARES TR

-2.72%

Shares310.7K

Event2026-03-31

Filed2026-04-16

OKE

ONEOK INC NEW

3.30%

Shares309.9K

Event2026-03-31

Filed2026-04-16

SMDV

PROSHARES TR

-1.16%

Shares399.6K

Event2026-03-31

Filed2026-04-16

AT&T INC

-1.97%

Shares920.0K

Event2026-03-31

Filed2026-04-16

SGOV

ISHARES TR

27.34%

Shares259.7K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

8.86%

Shares43.0K

Event2026-03-31

Filed2026-04-16

CAT

CATERPILLAR INC

-3.62%

Shares35.6K

Event2026-03-31

Filed2026-04-16

LLY

ELI LILLY & CO

-0.04%

Shares27.4K

Event2026-03-31

Filed2026-04-16

KNG

FIRST TR EXCHANGE-TRADED FD

-1.35%

Shares509.6K

Event2026-03-31

Filed2026-04-16

EPD

ENTERPRISE PRODS PARTNERS L

0.45%

Shares599.1K

Event2026-03-31

Filed2026-04-16

VISA INC

7.70%

Shares75.0K

Event2026-03-31

Filed2026-04-16

CITIGROUP INC

-3.05%

Shares192.9K

Event2026-03-31

Filed2026-04-16

MGC

VANGUARD WORLD FD

4.39%

Shares89.1K

Event2026-03-31

Filed2026-04-16

VWO

VANGUARD INTL EQUITY INDEX F

-3.81%

Shares386.0K

Event2026-03-31

Filed2026-04-16

KMI

KINDER MORGAN INC DEL

4.09%

Shares608.9K

Event2026-03-31

Filed2026-04-16

XLI

SELECT SECTOR SPDR TR

-2.94%

Shares126.2K

Event2026-03-31

Filed2026-04-16

IBTH

ISHARES TR

-1.09%

Shares900.6K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

1.38%

Shares62.9K

Event2026-03-31

Filed2026-04-16

WMB

WILLIAMS COS INC

2.32%

Shares264.6K

Event2026-03-31

Filed2026-04-16

IYW

ISHARES TR

-0.76%

Shares106.1K

Event2026-03-31

Filed2026-04-16

DVY

ISHARES TR

3.61%

Shares123.8K

Event2026-03-31

Filed2026-04-16

WMT

WALMART INC

0.47%

Shares148.6K

Event2026-03-31

Filed2026-04-16

META

META PLATFORMS INC

6.51%

Shares31.8K

Event2026-03-31

Filed2026-04-16

VYMI

VANGUARD WHITEHALL FDS

-2.97%

Shares192.1K

Event2026-03-31

Filed2026-04-16

COST

COSTCO WHOLESALE CORPORATION

2.75%

Shares16.4K

Event2026-03-31

Filed2026-04-16

BND

VANGUARD BD INDEX FDS

4.83%

Shares212.2K

Event2026-03-31

Filed2026-04-16

IBM

INTERNATIONAL BUSINESS MACHS

0.95%

Shares62.8K

Event2026-03-31

Filed2026-04-16

IBDR

ISHARES TR

14.26%

Shares618.4K

Event2026-03-31

Filed2026-04-16

INVESCO EXCHANGE TRADED FD T

4.88%

Shares71.1K

Event2026-03-31

Filed2026-04-16

DLR

DIGITAL RLTY TR INC

4.95%

Shares75.2K

Event2026-03-31

Filed2026-04-16

GILD

GILEAD SCIENCES INC

-5.32%

Shares97.2K

Event2026-03-31

Filed2026-04-16

TSLA

TESLA INC

4.54%

Shares35.5K

Event2026-03-31

Filed2026-04-16

REALTY INCOME CORP

5.00%

Shares213.1K

Event2026-03-31

Filed2026-04-16

CAH

CARDINAL HEALTH INC

-3.52%

Shares60.3K

Event2026-03-31

Filed2026-04-16

UPS

UNITED PARCEL SVCS INC

-1.78%

Shares127.6K

Event2026-03-31

Filed2026-04-16

BMY

BRISTOL-MYERS SQUIBB CO

-1.66%

Shares204.6K

Event2026-03-31

Filed2026-04-16

VICI

VICI PPTYS INC

8.36%

Shares441.7K

Event2026-03-31

Filed2026-04-16

PHILIP MORRIS INTL INC

-0.87%

Shares72.9K

Event2026-03-31

Filed2026-04-16

HEALTHCARE RLTY TR

5.46%

Shares706.3K

Event2026-03-31

Filed2026-04-16

PFE

PFIZER INC

-2.20%

Shares422.9K

Event2026-03-31

Filed2026-04-16

VIG

VANGUARD SPECIALIZED FUNDS

-4.89%

Shares54.7K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

2.87%

Shares39.4K

Event2026-03-31

Filed2026-04-16

PSA

PUBLIC STORAGE OPER CO

6.57%

Shares40.9K

Event2026-03-31

Filed2026-04-16

MCD

MCDONALDS CORP

-1.32%

Shares33.8K

Event2026-03-31

Filed2026-04-16

ORCL

ORACLE CORP

-0.23%

Shares71.1K

Event2026-03-31

Filed2026-04-16

CUZ

COUSINS PPTYS INC

6.11%

Shares445.9K

Event2026-03-31

Filed2026-04-16

LAM RESEARCH CORP

-6.26%

Shares46.4K

Event2026-03-31

Filed2026-04-16

IGD

VOYA GLBL EQTY DIV & PREM OP

-15.71%

Shares1.7M

Event2026-03-31

Filed2026-04-16

XLY

SELECT SECTOR SPDR TR

-1.50%

Shares89.5K

Event2026-03-31

Filed2026-04-16

VLO

VALERO ENERGY CORP

-0.74%

Shares39.4K

Event2026-03-31

Filed2026-04-16

IEMG

ISHARES INC

43.23%

Shares135.6K

Event2026-03-31

Filed2026-04-16

XLU

SELECT SECTOR SPDR TR

-42.37%

Shares201.4K

Event2026-03-31

Filed2026-04-16

HIO

WESTERN ASSET HIGH INCOME OP

-12.14%

Shares2.5M

Event2026-03-31

Filed2026-04-16

MMM

3M CO

-2.38%

Shares61.4K

Event2026-03-31

Filed2026-04-16

AMH

AMERICAN HOMES 4 RENT

7.69%

Shares319.1K

Event2026-03-31

Filed2026-04-16

DUKE ENERGY CORP NEW

1.43%

Shares65.1K

Event2026-03-31

Filed2026-04-16

SDVD

FIRST TR EXCH TRADED FD III

3.13%

Shares388.3K

Event2026-03-31

Filed2026-04-16

MASTERCARD INCORPORATED

-3.38%

Shares16.3K

Event2026-03-31

Filed2026-04-16

NSC

NORFOLK SOUTHN CORP

-0.63%

Shares28.4K

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD INDEX FDS

32.54%

Shares25.2K

Event2026-03-31

Filed2026-04-16

TRGP

TARGA RES CORP

11.14%

Shares31.9K

Event2026-03-31

Filed2026-04-16

NLR

VANECK ETF TRUST

35.23%

Shares59.9K

Event2026-03-31

Filed2026-04-16

BSV

VANGUARD BD INDEX FDS

-0.10%

Shares100.2K

Event2026-03-31

Filed2026-04-16

VUG

VANGUARD INDEX FDS

-3.04%

Shares17.3K

Event2026-03-31

Filed2026-04-16

PEP

PEPSICO INC

4.48%

Shares48.4K

Event2026-03-31

Filed2026-04-16

ACCENTURE PLC IRELAND

15.42%

Shares37.2K

Event2026-03-31

Filed2026-04-16

ENERGY TRANSFER L P

-1.23%

Shares381.4K

Event2026-03-31

Filed2026-04-16

GE AEROSPACE

3.81%

Shares24.9K

Event2026-03-31

Filed2026-04-16

QUAL

ISHARES TR

7.65%

Shares35.9K

Event2026-03-31

Filed2026-04-16

FLRN

SPDR SERIES TRUST

0.60%

Shares217.9K

Event2026-03-31

Filed2026-04-16

NEE

NEXTERA ENERGY INC

8.05%

Shares71.8K

Event2026-03-31

Filed2026-04-16

DEERE & CO

-4.42%

Shares11.8K

Event2026-03-31

Filed2026-04-16

INTC

INTEL CORP

-11.33%

Shares148.1K

Event2026-03-31

Filed2026-04-16

XLP

SELECT SECTOR SPDR TR

-0.22%

Shares77.8K

Event2026-03-31

Filed2026-04-16

GLD

SPDR GOLD TR

11.65%

Shares14.6K

Event2026-03-31

Filed2026-04-16

NFLX

NETFLIX INC.

66.95%

Shares62.5K

Event2026-03-31

Filed2026-04-16

EVV

EATON VANCE LIMITED DURATION

-11.86%

Shares629.4K

Event2026-03-31

Filed2026-04-16

PNW

PINNACLE WEST CAP CORP

-3.46%

Shares57.8K

Event2026-03-31

Filed2026-04-16

RIO

RIO TINTO PLC

-5.42%

Shares61.2K

Event2026-03-31

Filed2026-04-16

GEV

GE VERNOVA INC

4.97%

Shares6.5K

Event2026-03-31

Filed2026-04-16

EMLC

VANECK ETF TRUST

2.76%

Shares220.0K

Event2026-03-31

Filed2026-04-16

UNH

UNITEDHEALTH GROUP INC

-3.94%

Shares18.7K

Event2026-03-31

Filed2026-04-16

SNA

SNAP ON INC

-3.40%

Shares13.5K

Event2026-03-31

Filed2026-04-16

DIS

DISNEY WALT CO

-4.81%

Shares50.7K

Event2026-03-31

Filed2026-04-16

EOG

EOG RES INC

2.29%

Shares33.5K

Event2026-03-31

Filed2026-04-16

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

New

Shares285.5K

Event2026-03-31

Filed2026-04-16

CVS

CVS HEALTH CORP

-6.11%

Shares61.9K

Event2026-03-31

Filed2026-04-16

IYH

ISHARES TR

-0.39%

Shares69.2K

Event2026-03-31

Filed2026-04-16

CWI

SPDR INDEX SHS FDS

-7.00%

Shares115.6K

Event2026-03-31

Filed2026-04-16

DOMINION ENERGY INC

-1.60%

Shares68.1K

Event2026-03-31

Filed2026-04-16

IWF

ISHARES TR

3.96%

Shares9.5K

Event2026-03-31

Filed2026-04-16

PLTR

PALANTIR TECHNOLOGIES INC

2.44%

Shares27.4K

Event2026-03-31

Filed2026-04-16

SCHD

SCHWAB STRATEGIC TR

0.81%

Shares129.6K

Event2026-03-31

Filed2026-04-16

ITW

ILLINOIS TOOL WKS INC

4.27%

Shares14.7K

Event2026-03-31

Filed2026-04-16

CGDV

CAPITAL GROUP DIVIDEND VALUE

8.20%

Shares86.9K

Event2026-03-31

Filed2026-04-16

PLD

PROLOGIS INC.

-0.70%

Shares27.9K

Event2026-03-31

Filed2026-04-16

NEA

NUVEEN AMT FREE QLTY MUN INC

-4.72%

Shares323.5K

Event2026-03-31

Filed2026-04-16

NAD

NUVEEN QUALITY MUNCP INCOME

-6.36%

Shares307.9K

Event2026-03-31

Filed2026-04-16

VTV

VANGUARD INDEX FDS

-1.72%

Shares17.8K

Event2026-03-31

Filed2026-04-16

WELL

WELLTOWER INC

1.04%

Shares17.0K

Event2026-03-31

Filed2026-04-16

GENERAL DYNAMICS CORP

-1.79%

Shares9.6K

Event2026-03-31

Filed2026-04-16

MORGAN STANLEY

0.98%

Shares19.8K

Event2026-03-31

Filed2026-04-16

BIV

VANGUARD BD INDEX FDS

-0.04%

Shares41.2K

Event2026-03-31

Filed2026-04-16

MCK

MCKESSON CORP

-3.07%

Shares3.7K

Event2026-03-31

Filed2026-04-16

FCX

FREEPORT MCMORAN INC

-3.45%

Shares53.5K

Event2026-03-31

Filed2026-04-16

ORLY

OREILLY AUTOMOTIVE INC

4.73%

Shares34.0K

Event2026-03-31

Filed2026-04-16

WFC

WELLS FARGO & CO

-4.04%

Shares38.9K

Event2026-03-31

Filed2026-04-16

IGRO

ISHARES TR

-5.79%

Shares37.0K

Event2026-03-31

Filed2026-04-16

EMR

EMERSON ELEC CO

-0.40%

Shares23.3K

Event2026-03-31

Filed2026-04-16

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.32%

Shares8.8K

Event2026-03-31

Filed2026-04-16

SCHX

SCHWAB STRATEGIC TR

20.04%

Shares114.1K

Event2026-03-31

Filed2026-04-16

MTUM

ISHARES TR

15.07%

Shares12.0K

Event2026-03-31

Filed2026-04-16

VYM

VANGUARD WHITEHALL FDS

4.23%

Shares19.3K

Event2026-03-31

Filed2026-04-16

TQQQ

PROSHARES TR

-10.01%

Shares67.9K

Event2026-03-31

Filed2026-04-16

CONSOLIDATED EDISON INC

1.39%

Shares24.8K

Event2026-03-31

Filed2026-04-16

NKE

NIKE INC

-4.95%

Shares53.0K

Event2026-03-31

Filed2026-04-16

UNP

UNION PAC CORP

New

Shares11.4K

Event2026-03-31

Filed2026-04-16

LOW

LOWES COS INC

2.83%

Shares11.7K

Event2026-03-31

Filed2026-04-16

ENB

ENBRIDGE INC

0.32%

Shares50.4K

Event2026-03-31

Filed2026-04-16

LHX

L3HARRIS TECHNOLOGIES INC

1.22%

Shares7.9K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

5.64%

Shares10.3K

Event2026-03-31

Filed2026-04-16

ISD

PGIM HIGH YIELD BOND FUND IN

-25.12%

Shares204.6K

Event2026-03-31

Filed2026-04-16

CGIC

CAPITAL GROUP INTERNATIONAL

20.63%

Shares80.4K

Event2026-03-31

Filed2026-04-16

HII

HUNTINGTON INGALLS INDS INC

-4.17%

Shares6.9K

Event2026-03-31

Filed2026-04-16

WASTE MGMT INC DEL

5.98%

Shares11.4K

Event2026-03-31

Filed2026-04-16

IBTI

ISHARES TR

-1.08%

Shares116.5K

Event2026-03-31

Filed2026-04-16

EATON CORP PLC

5.94%

Shares7.2K

Event2026-03-31

Filed2026-04-16

MAR

MARRIOTT INTL INC NEW

16.39%

Shares7.8K

Event2026-03-31

Filed2026-04-16

RSG

REPUBLIC SVCS INC

7.00%

Shares11.7K

Event2026-03-31

Filed2026-04-16

LYB

LYONDELLBASELL INDUSTRIES NV

-18.96%

Shares31.7K

Event2026-03-31

Filed2026-04-16

PDO

PIMCO DYNAMIC INCOME OPRNTS

-3.51%

Shares197.0K

Event2026-03-31

Filed2026-04-16

SOXQ

INVESCO EXCH TRADED FD TR II

1.75%

Shares42.1K

Event2026-03-31

Filed2026-04-16

KTF

DWS MUN INCOME TR

0.06%

Shares271.9K

Event2026-03-31

Filed2026-04-16

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares31.0K

Event2026-03-31

Filed2026-04-16

MAIN

MAIN STR CAP CORP

-7.66%

Shares46.1K

Event2026-03-31

Filed2026-04-16

CRM

SALESFORCE INC

21.00%

Shares12.9K

Event2026-03-31

Filed2026-04-16

LEO

BNY MELLON STRATEGIC MUNS IN

-2.52%

Shares379.3K

Event2026-03-31

Filed2026-04-16

IRM

IRON MTN INC DEL

0.43%

Shares23.2K

Event2026-03-31

Filed2026-04-16

CHUBB LTD SWITZ

7.35%

Shares7.3K

Event2026-03-31

Filed2026-04-16

BLV

VANGUARD BD INDEX FDS

1.48%

Shares33.9K

Event2026-03-31

Filed2026-04-16

COP

CONOCOPHILLIPS

0.17%

Shares17.6K

Event2026-03-31

Filed2026-04-16

MICRON TECHNOLOGY INC

22.68%

Shares6.8K

Event2026-03-31

Filed2026-04-16

TXN

TEXAS INSTRS INC

3.84%

Shares11.9K

Event2026-03-31

Filed2026-04-16

CDNS

CADENCE DESIGN SYSTEM INC

12.60%

Shares8.3K

Event2026-03-31

Filed2026-04-16

ARDC

ARES DYNAMIC CR ALLOCATION F

-0.58%

Shares189.5K

Event2026-03-31

Filed2026-04-16

TFC

TRUIST FINL CORP

-6.82%

Shares50.1K

Event2026-03-31

Filed2026-04-16

VEA

VANGUARD TAX-MANAGED FDS

5.02%

Shares34.5K

Event2026-03-31

Filed2026-04-16

MCO

MOODYS CORP

35.67%

Shares5.0K

Event2026-03-31

Filed2026-04-16

KMB

KIMBERLY-CLARK CORP

-1.61%

Shares22.5K

Event2026-03-31

Filed2026-04-16

INSM

INSMED INC

New

Shares13.2K

Event2026-03-31

Filed2026-04-16

CSX

CSX CORP

-4.78%

Shares52.2K

Event2026-03-31

Filed2026-04-16

BGH

BARINGS GLOBAL SHORT DURATIO

0.00%

Shares156.9K

Event2026-03-31

Filed2026-04-16

JPC

NUVEEN PFD & INCOME OPPORTUN

-14.23%

Shares269.9K

Event2026-03-31

Filed2026-04-16

GGG

GRACO INC

1.58%

Shares23.9K

Event2026-03-31

Filed2026-04-16

SPYI

NEOS ETF TRUST

42.60%

Shares41.0K

Event2026-03-31

Filed2026-04-16

CPRT

COPART INC

101.98%

Shares60.6K

Event2026-03-31

Filed2026-04-16

JEPQ

J P MORGAN EXCHANGE TRADED F

3.22%

Shares35.7K

Event2026-03-31

Filed2026-04-16

CAPE

DOUBLELINE ETF TRUST

-19.31%

Shares63.1K

Event2026-03-31

Filed2026-04-16

DHR

DANAHER CORP DEL

35.38%

Shares10.1K

Event2026-03-31

Filed2026-04-16

MBB

ISHARES TR

46.91%

Shares20.1K

Event2026-03-31

Filed2026-04-16

HFXI

NEW YORK LIFE INVESTMENTS ET

16.76%

Shares56.7K

Event2026-03-31

Filed2026-04-16

NOW

SERVICENOW INC

-26.77%

Shares18.2K

Event2026-03-31

Filed2026-04-16

FAS

DIREXION SHARES ETF TRUST

-6.51%

Shares16.0K

Event2026-03-31

Filed2026-04-16

PBA

PEMBINA PIPELINE CORP

-2.45%

Shares42.1K

Event2026-03-31

Filed2026-04-16

SCHG

SCHWAB STRATEGIC TR

1.76%

Shares64.6K

Event2026-03-31

Filed2026-04-16

DIA

STATE STR SPDR DOW JONES IND

-2.59%

Shares4.1K

Event2026-03-31

Filed2026-04-16

SCHO

SCHWAB STRATEGIC TR

New

Shares75.6K

Event2026-03-31

Filed2026-04-16

BKIE

BNY MELLON ETF TRUST

17.93%

Shares19.6K

Event2026-03-31

Filed2026-04-16

VLUE

ISHARES TR

31.24%

Shares12.7K

Event2026-03-31

Filed2026-04-16

RITM

RITHM CAPITAL CORP

-6.85%

Shares190.3K

Event2026-03-31

Filed2026-04-16

ZTS

ZOETIS INC

63.39%

Shares15.3K

Event2026-03-31

Filed2026-04-16

VGT

VANGUARD WORLD FD

-5.98%

Shares2.6K

Event2026-03-31

Filed2026-04-16

MUB

ISHARES TR

-1.03%

Shares16.8K

Event2026-03-31

Filed2026-04-16

ADBE

ADOBE INC

59.96%

Shares7.3K

Event2026-03-31

Filed2026-04-16

TIP

ISHARES TR

-1.50%

Shares16.1K

Event2026-03-31

Filed2026-04-16

BGB

BLACKSTONE STRATEGIC CRED 20

-16.77%

Shares157.4K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

0.84%

Shares5.8K

Event2026-03-31

Filed2026-04-16

NZF

NUVEEN MUN CR INCOME FD

-5.84%

Shares142.6K

Event2026-03-31

Filed2026-04-16

MPC

MARATHON PETE CORP

-0.46%

Shares7.1K

Event2026-03-31

Filed2026-04-16

CMCSA

COMCAST CORP NEW

1.28%

Shares60.3K

Event2026-03-31

Filed2026-04-16

FNDX

SCHWAB STRATEGIC TR

39.53%

Shares62.0K

Event2026-03-31

Filed2026-04-16

JCE

NUVEEN CORE EQUITY ALPHA FD

0.00%

Shares116.6K

Event2026-03-31

Filed2026-04-16

BLACKSTONE INC

-1.14%

Shares14.9K

Event2026-03-31

Filed2026-04-16

JFR

NUVEEN FLOATING RATE INCOME

-4.86%

Shares224.5K

Event2026-03-31

Filed2026-04-16

BLDR

BUILDERS FIRSTSOURCE INC

117.42%

Shares20.2K

Event2026-03-31

Filed2026-04-16

EEM

ISHARES TR

0.00%

Shares29.3K

Event2026-03-31

Filed2026-04-16

LEN

LENNAR CORP

-6.33%

Shares19.1K

Event2026-03-31

Filed2026-04-16

PANW

PALO ALTO NETWORKS INC

6.99%

Shares10.3K

Event2026-03-31

Filed2026-04-16

EVERSOURCE ENERGY

-5.09%

Shares23.5K

Event2026-03-31

Filed2026-04-16

SRLN

SSGA ACTIVE ETF TR

-2.53%

Shares40.4K

Event2026-03-31

Filed2026-04-16

MHD

BLACKROCK MUNIHOLDINGS FD IN

153.55%

Shares143.1K

Event2026-03-31

Filed2026-04-16

URTH

ISHARES INC

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-16

JHI

HANCOCK JOHN INVT TR II

-2.14%

Shares123.2K

Event2026-03-31

Filed2026-04-16

AGG

ISHARES TR

5.91%

Shares16.0K

Event2026-03-31

Filed2026-04-16

SLV

ISHARES SILVER TR

15.27%

Shares22.9K

Event2026-03-31

Filed2026-04-16

BLW

BLACKROCK LTD DURATION INCOM

-12.59%

Shares123.8K

Event2026-03-31

Filed2026-04-16

KIO

KKR INCOME OPPORTUNITIES FD

-1.91%

Shares140.3K

Event2026-03-31

Filed2026-04-16

ISHARES GOLD TR

1.37%

Shares17.4K

Event2026-03-31

Filed2026-04-16

CET

CENTRAL SECS CORP

0.00%

Shares30.9K

Event2026-03-31

Filed2026-04-16

YUM

YUM BRANDS INC

2.12%

Shares9.8K

Event2026-03-31

Filed2026-04-16

IBMO

ISHARES TR

-10.83%

Shares59.3K

Event2026-03-31

Filed2026-04-16

GDX

VANECK ETF TRUST

-12.90%

Shares16.2K

Event2026-03-31

Filed2026-04-16

NOC

NORTHROP GRUMMAN CORP

2.36%

Shares2.2K

Event2026-03-31

Filed2026-04-16

BLACKROCK INC

3.65%

Shares1.5K

Event2026-03-31

Filed2026-04-16

GPC

GENUINE PARTS CO

-1.76%

Shares13.9K

Event2026-03-31

Filed2026-04-16

SBUX

STARBUCKS CORP

-1.50%

Shares16.3K

Event2026-03-31

Filed2026-04-16

NUE

NUCOR CORP

7.94%

Shares8.6K

Event2026-03-31

Filed2026-04-16

IBMP

ISHARES TR

-12.67%

Shares56.6K

Event2026-03-31

Filed2026-04-16

IWD

ISHARES TR

5.76%

Shares6.7K

Event2026-03-31

Filed2026-04-16

IBB

ISHARES TR

-1.69%

Shares8.5K

Event2026-03-31

Filed2026-04-16

ICF

ISHARES TR

-2.44%

Shares23.0K

Event2026-03-31

Filed2026-04-16

MGK

VANGUARD WORLD FD

-1.38%

Shares3.9K

Event2026-03-31

Filed2026-04-16

CROWN CASTLE INC

-7.87%

Shares17.2K

Event2026-03-31

Filed2026-04-16

VKQ

INVESCO MUNICIPAL TRUST

-1.09%

Shares145.8K

Event2026-03-31

Filed2026-04-16

OMC

OMNICOM GROUP INC

1.69%

Shares18.4K

Event2026-03-31

Filed2026-04-16

IWB

ISHARES TR

0.08%

Shares3.8K

Event2026-03-31

Filed2026-04-16

HSY

HERSHEY CO

-14.56%

Shares6.5K

Event2026-03-31

Filed2026-04-16

IBMQ

ISHARES TR

-11.71%

Shares53.0K

Event2026-03-31

Filed2026-04-16

ISRG

INTUITIVE SURGICAL INC

0.51%

Shares2.9K

Event2026-03-31

Filed2026-04-16

KLAC

KLA CORP

8.79%

Shares916

Event2026-03-31

Filed2026-04-16

ASGI

ABRDN GLOBAL INFRA INCOME FU

-12.96%

Shares59.5K

Event2026-03-31

Filed2026-04-16

SCHF

SCHWAB STRATEGIC TR

5.28%

Shares53.7K

Event2026-03-31

Filed2026-04-16

DAL

DELTA AIR LINES INC

-2.68%

Shares19.9K

Event2026-03-31

Filed2026-04-16

NIE

VIRTUS EQUITY & CONV INCM FD

0.00%

Shares55.7K

Event2026-03-31

Filed2026-04-16

ITOT

ISHARES TR

-4.79%

Shares9.0K

Event2026-03-31

Filed2026-04-16

SUB

ISHARES TR

-2.35%

Shares12.1K

Event2026-03-31

Filed2026-04-16

PID

INVESCO EXCHANGE TRADED FD T

-3.89%

Shares55.8K

Event2026-03-31

Filed2026-04-16

ASTS

AST SPACEMOBILE INC

-5.80%

Shares14.8K

Event2026-03-31

Filed2026-04-16

NMCO

NUVEEN MUN CR OPPORTUNITIES

-2.77%

Shares116.3K

Event2026-03-31

Filed2026-04-16

IWM

ISHARES TR

41.04%

Shares4.9K

Event2026-03-31

Filed2026-04-16

ARKK

ARK ETF TR

1.88%

Shares17.8K

Event2026-03-31

Filed2026-04-16

COF

CAPITAL ONE FINL CORP

-6.47%

Shares6.6K

Event2026-03-31

Filed2026-04-16

IBIT

ISHARES BITCOIN TRUST ETF

55.58%

Shares30.8K

Event2026-03-31

Filed2026-04-16

USXF

ISHARES TR

-1.62%

Shares21.0K

Event2026-03-31

Filed2026-04-16

SHEL

SHELL PLC

4.53%

Shares12.3K

Event2026-03-31

Filed2026-04-16

XLB

SELECT SECTOR SPDR TR

-2.76%

Shares22.9K

Event2026-03-31

Filed2026-04-16

RJF

RAYMOND JAMES FINL INC

0.81%

Shares7.7K

Event2026-03-31

Filed2026-04-16

LDP

COHEN & STEERS LTD DURATION

-13.92%

Shares55.7K

Event2026-03-31

Filed2026-04-16

FDX

FEDEX CORP

-3.80%

Shares3.1K

Event2026-03-31

Filed2026-04-16

CRWD

CROWDSTRIKE HLDGS INC

-4.81%

Shares2.8K

Event2026-03-31

Filed2026-04-16

INTU

INTUIT

32.42%

Shares2.5K

Event2026-03-31

Filed2026-04-16

VIGI

VANGUARD WHITEHALL FDS

-4.46%

Shares12.2K

Event2026-03-31

Filed2026-04-16

GLW

CORNING INC

3.69%

Shares7.9K

Event2026-03-31

Filed2026-04-16

CEG

CONSTELLATION ENERGY CORP

2.17%

Shares3.8K

Event2026-03-31

Filed2026-04-16

EFA

ISHARES TR

0.14%

Shares10.9K

Event2026-03-31

Filed2026-04-16

CTRA

COTERRA ENERGY INC

-2.30%

Shares30.0K

Event2026-03-31

Filed2026-04-16

TJX

TJX COS INC NEW

7.92%

Shares6.6K

Event2026-03-31

Filed2026-04-16

EFX

EQUIFAX INC

27.06%

Shares5.8K

Event2026-03-31

Filed2026-04-16

NVG

NUVEEN AMT FREE MUN CR INC F

-13.45%

Shares84.8K

Event2026-03-31

Filed2026-04-16

AWF

ALLIANCEBERNSTEIN GLOBAL HIG

-7.57%

Shares102.8K

Event2026-03-31

Filed2026-04-16

SWKS

SKYWORKS SOLUTIONS INC

0.45%

Shares19.3K

Event2026-03-31

Filed2026-04-16

MEDTRONIC PLC

-2.07%

Shares11.9K

Event2026-03-31

Filed2026-04-16

EME

EMCOR GROUP INC

0.22%

Shares1.4K

Event2026-03-31

Filed2026-04-16

PPG

PPG INDS INC

-33.58%

Shares9.5K

Event2026-03-31

Filed2026-04-16

VTR

VENTAS INC

-0.93%

Shares12.4K

Event2026-03-31

Filed2026-04-16

ROK

ROCKWELL AUTOMATION INC

-3.32%

Shares2.8K

Event2026-03-31

Filed2026-04-16

SYK

STRYKER CORPORATION

-6.14%

Shares3.0K

Event2026-03-31

Filed2026-04-16

SHY

ISHARES TR

-4.88%

Shares12.0K

Event2026-03-31

Filed2026-04-16

VXF

VANGUARD INDEX FDS

-6.17%

Shares4.7K

Event2026-03-31

Filed2026-04-16

HYI

WESTERN ASSET HIGH YIELD OPP

-15.50%

Shares90.7K

Event2026-03-31

Filed2026-04-16

IGSB

ISHARES TR

-4.12%

Shares18.4K

Event2026-03-31

Filed2026-04-16

BKNG

BOOKING HOLDINGS INC

-0.87%

Shares229

Event2026-03-31

Filed2026-04-16

VXUS

VANGUARD STAR FDS

11.18%

Shares12.5K

Event2026-03-31

Filed2026-04-16

COLGATE PALMOLIVE CO

8.10%

Shares11.1K

Event2026-03-31

Filed2026-04-16

FNDF

SCHWAB STRATEGIC TR

6.46%

Shares19.2K

Event2026-03-31

Filed2026-04-16

MOO

VANECK ETF TRUST

New

Shares11.1K

Event2026-03-31

Filed2026-04-16

RNP

COHEN & STEERS REIT & PFD &

0.10%

Shares47.2K

Event2026-03-31

Filed2026-04-16

DFAT

DIMENSIONAL ETF TRUST

-1.04%

Shares14.9K

Event2026-03-31

Filed2026-04-16

ETR

ENTERGY CORP NEW

1.08%

Shares8.2K

Event2026-03-31

Filed2026-04-16

VONG

VANGUARD SCOTTSDALE FDS

0.02%

Shares8.4K

Event2026-03-31

Filed2026-04-16

PGR

PROGRESSIVE CORP

7.24%

Shares4.6K

Event2026-03-31

Filed2026-04-16

SBR

SABINE RTY TR

-0.41%

Shares12.2K

Event2026-03-31

Filed2026-04-16

INVESCO EXCHANGE TRADED FD T

57.41%

Shares19.0K

Event2026-03-31

Filed2026-04-16

MSI

MOTOROLA SOLUTIONS INC

1.22%

Shares2.1K

Event2026-03-31

Filed2026-04-16

QQQI

NEOS ETF TRUST

70.56%

Shares18.1K

Event2026-03-31

Filed2026-04-16

HYT

BLACKROCK CORPOR HI YLD FD I

-3.59%

Shares105.4K

Event2026-03-31

Filed2026-04-16

IVW

ISHARES TR

-2.90%

Shares7.9K

Event2026-03-31

Filed2026-04-16

RAAX

VANECK ETF TRUST

-2.24%

Shares21.9K

Event2026-03-31

Filed2026-04-16

LINDE PLC

31.89%

Shares1.8K

Event2026-03-31

Filed2026-04-16

PFF

ISHARES TR

1.71%

Shares29.3K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

4.31%

Shares3.1K

Event2026-03-31

Filed2026-04-16

IYC

ISHARES TR

-0.17%

Shares9.1K

Event2026-03-31

Filed2026-04-16

IWR

ISHARES TR

-10.79%

Shares9.0K

Event2026-03-31

Filed2026-04-16

WBD

WARNER BROS DISCOVERY INC

-3.53%

Shares31.6K

Event2026-03-31

Filed2026-04-16

KROGER CO

-3.46%

Shares11.9K

Event2026-03-31

Filed2026-04-16

TAN

INVESCO EXCH TRADED FD TR II

12.31%

Shares15.4K

Event2026-03-31

Filed2026-04-16

DPZ

DOMINOS PIZZA INC

7.99%

Shares2.4K

Event2026-03-31

Filed2026-04-16

IBMS

ISHARES TR

-8.86%

Shares33.0K

Event2026-03-31

Filed2026-04-16

SCHW

SCHWAB CHARLES CORP

5.15%

Shares9.0K

Event2026-03-31

Filed2026-04-16

BRO

BROWN & BROWN INC

-3.87%

Shares13.0K

Event2026-03-31

Filed2026-04-16

REGL

PROSHARES TR

0.66%

Shares9.8K

Event2026-03-31

Filed2026-04-16

DTE

DTE ENERGY CO

-12.69%

Shares5.7K

Event2026-03-31

Filed2026-04-16

IDU

ISHARES TR

-0.28%

Shares7.1K

Event2026-03-31

Filed2026-04-16

TMO

THERMO FISHER SCIENTIFIC INC

13.27%

Shares1.7K

Event2026-03-31

Filed2026-04-16

PKG

PACKAGING CORP AMER

0.57%

Shares3.9K

Event2026-03-31

Filed2026-04-16

REGIONS FINANCIAL CORP NEW

8.56%

Shares31.2K

Event2026-03-31

Filed2026-04-16

DFUV

DIMENSIONAL ETF TRUST

7.19%

Shares16.8K

Event2026-03-31

Filed2026-04-16

SPYM

SPDR SERIES TRUST

-0.73%

Shares10.6K

Event2026-03-31

Filed2026-04-16

EMF

TEMPLETON EMERGING MKTS FD

0.00%

Shares46.4K

Event2026-03-31

Filed2026-04-16

FENY

FIDELITY COVINGTON TRUST

-8.31%

Shares23.3K

Event2026-03-31

Filed2026-04-16

SPYG

SPDR SERIES TRUST

13.17%

Shares8.1K

Event2026-03-31

Filed2026-04-16

PSX

PHILLIPS 66

13.91%

Shares4.3K

Event2026-03-31

Filed2026-04-16

TER

TERADYNE INC

-20.69%

Shares2.7K

Event2026-03-31

Filed2026-04-16

PARKER-HANNIFIN CORP

5.01%

Shares880

Event2026-03-31

Filed2026-04-16

ACGL

ARCH CAP GROUP LTD

1.88%

Shares8.1K

Event2026-03-31

Filed2026-04-16

SEAGATE TECHNOLOGY HLDNGS PL

-0.21%

Shares1.9K

Event2026-03-31

Filed2026-04-16

PMO

PUTNAM MUN OPPORTUNITIES TR

-6.07%

Shares73.9K

Event2026-03-31

Filed2026-04-16

IWC

ISHARES TR

-0.42%

Shares4.8K

Event2026-03-31

Filed2026-04-16

FAN

FIRST TR EXCHANGE-TRADED FD

12.66%

Shares30.7K

Event2026-03-31

Filed2026-04-16

PAYX

PAYCHEX INC

-2.60%

Shares8.2K

Event2026-03-31

Filed2026-04-16

MDLZ

MONDELEZ INTL INC

-1.77%

Shares13.1K

Event2026-03-31

Filed2026-04-16

FORD MTR CO

-3.70%

Shares64.8K

Event2026-03-31

Filed2026-04-16

AMT

AMERICAN TOWER CORP

-7.16%

Shares4.3K

Event2026-03-31

Filed2026-04-16

AFB

ALLIANCEBERNSTEIN NATL MUN I

-3.59%

Shares68.8K

Event2026-03-31

Filed2026-04-16

AON PLC

20.67%

Shares2.3K

Event2026-03-31

Filed2026-04-16

IGM

ISHARES TR

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-16

SRE

SEMPRA

0.86%

Shares7.5K

Event2026-03-31

Filed2026-04-16

PNC

PNC FINL SVCS GROUP INC

12.68%

Shares3.5K

Event2026-03-31

Filed2026-04-16

IBTJ

ISHARES TR

6.38%

Shares33.2K

Event2026-03-31

Filed2026-04-16

USB

US BANCORP

27.89%

Shares13.8K

Event2026-03-31

Filed2026-04-16

ACWI

ISHARES TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-16

GWW

WW GRAINGER INC

0.46%

Shares654

Event2026-03-31

Filed2026-04-16

BSX

BOSTON SCIENTIFIC CORP

-1.46%

Shares11.3K

Event2026-03-31

Filed2026-04-16

VEU

VANGUARD INTL EQUITY INDEX F

-7.40%

Shares9.4K

Event2026-03-31

Filed2026-04-16

ITA

ISHARES TR

2.64%

Shares3.2K

Event2026-03-31

Filed2026-04-16

FPF

FIRST TR INTER DURATN PFD &

-1.19%

Shares39.7K

Event2026-03-31

Filed2026-04-16

SPGI

S&P GLOBAL INC

-9.49%

Shares1.6K

Event2026-03-31

Filed2026-04-16

PCAR

PACCAR INC

17.84%

Shares6.0K

Event2026-03-31

Filed2026-04-16

CTVA

CORTEVA INC

13.96%

Shares8.2K

Event2026-03-31

Filed2026-04-16

DFAC

DIMENSIONAL ETF TRUST

54.35%

Shares17.4K

Event2026-03-31

Filed2026-04-16

SYY

SYSCO CORP

-2.57%

Shares9.4K

Event2026-03-31

Filed2026-04-16

REM

ISHARES TR

-2.76%

Shares30.5K

Event2026-03-31

Filed2026-04-16

NBIS

NEBIUS GROUP N.V.

105.22%

Shares6.3K

Event2026-03-31

Filed2026-04-16

QQQM

INVESCO EXCH TRADED FD TR II

11.12%

Shares2.7K

Event2026-03-31

Filed2026-04-16

MFIC

MIDCAP FINANCIAL INVSTMNT CO

-7.84%

Shares57.3K

Event2026-03-31

Filed2026-04-16

SCHA

SCHWAB STRATEGIC TR

12.02%

Shares22.0K

Event2026-03-31

Filed2026-04-16

FNDA

SCHWAB STRATEGIC TR

52.89%

Shares19.6K

Event2026-03-31

Filed2026-04-16

UBSI

UNITED BANKSHARES INC WEST V

0.00%

Shares15.2K

Event2026-03-31

Filed2026-04-16

MPLX

MPLX LP

20.57%

Shares11.0K

Event2026-03-31

Filed2026-04-16

MDY

STATE STR SPDR S&P MIDCAP 40

0.10%

Shares1.0K

Event2026-03-31

Filed2026-04-16

NXP

NUVEEN SELECT TAX-FREE INCOM

-6.63%

Shares43.3K

Event2026-03-31

Filed2026-04-16

IGV

ISHARES TR

New

Shares7.7K

Event2026-03-31

Filed2026-04-16

KEYS

KEYSIGHT TECHNOLOGIES INC

8.30%

Shares2.2K

Event2026-03-31

Filed2026-04-16

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-16

THE CIGNA GROUP

7.68%

Shares2.3K

Event2026-03-31

Filed2026-04-16

QNITY ELECTRONICS INC

New

Shares5.2K

Event2026-03-31

Filed2026-04-16

BSCS

INVESCO EXCH TRD SLF IDX FD

1.21%

Shares29.6K

Event2026-03-31

Filed2026-04-16

OZK

BANK OZK LITTLE ROCK ARK

-2.91%

Shares13.2K

Event2026-03-31

Filed2026-04-16

SPG

SIMON PPTY GROUP INC NEW

4.13%

Shares3.2K

Event2026-03-31

Filed2026-04-16

CAG

CONAGRA BRANDS INC

-13.07%

Shares37.8K

Event2026-03-31

Filed2026-04-16

HDV

ISHARES TR

18.35%

Shares4.4K

Event2026-03-31

Filed2026-04-16

CIEN

CIENA CORP

42.86%

Shares1.5K

Event2026-03-31

Filed2026-04-16

VDC

VANGUARD WORLD FD

23.43%

Shares2.6K

Event2026-03-31

Filed2026-04-16

DGX

QUEST DIAGNOSTICS INC

0.53%

Shares3.0K

Event2026-03-31

Filed2026-04-16

UDOW

PROSHARES TR

-26.64%

Shares11.7K

Event2026-03-31

Filed2026-04-16

ECL

ECOLAB INC

1.24%

Shares2.2K

Event2026-03-31

Filed2026-04-16

SMH

VANECK ETF TRUST

2.42%

Shares1.5K

Event2026-03-31

Filed2026-04-16

EBAY

EBAY INC.

5.18%

Shares6.4K

Event2026-03-31

Filed2026-04-16

VRTX

VERTEX PHARMACEUTICALS INC

11.27%

Shares1.3K

Event2026-03-31

Filed2026-04-16

PHYS

SPROTT ASSET MANAGEMENT LP

-1.93%

Shares16.3K

Event2026-03-31

Filed2026-04-16

AUPH

AURINIA PHARMACEUTICALS INC

0.00%

Shares38.9K

Event2026-03-31

Filed2026-04-16

MFM

MFS MUN INCOME TR

-0.51%

Shares106.8K

Event2026-03-31

Filed2026-04-16

DFIV

DIMENSIONAL ETF TRUST

17.78%

Shares10.8K

Event2026-03-31

Filed2026-04-16

BSCR

INVESCO EXCH TRD SLF IDX FD

1.29%

Shares28.7K

Event2026-03-31

Filed2026-04-16

PYPL

PAYPAL HLDGS INC

19.09%

Shares12.4K

Event2026-03-31

Filed2026-04-16

VOX

VANGUARD WORLD FD

0.10%

Shares3.1K

Event2026-03-31

Filed2026-04-16

INVESCO EXCH TRADED FD TR II

67.63%

Shares7.9K

Event2026-03-31

Filed2026-04-16

ESGV

VANGUARD WORLD FD

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-16

IJJ

ISHARES TR

1.64%

Shares4.1K

Event2026-03-31

Filed2026-04-16

EVN

EATON VANCE MUN INCOME TR

1.11%

Shares52.6K

Event2026-03-31

Filed2026-04-16

VCIT

VANGUARD SCOTTSDALE FDS

64.31%

Shares6.6K

Event2026-03-31

Filed2026-04-16

ESGU

ISHARES TR

0.03%

Shares3.8K

Event2026-03-31

Filed2026-04-16

IVE

ISHARES TR

-0.85%

Shares2.6K

Event2026-03-31

Filed2026-04-16

DGRW

WISDOMTREE TR

97.91%

Shares6.2K

Event2026-03-31

Filed2026-04-16

IIM

INVESCO VALUE MUN INCOME TR

-13.75%

Shares44.4K

Event2026-03-31

Filed2026-04-16

SOXX

ISHARES TR

New

Shares1.6K

Event2026-03-31

Filed2026-04-16

PRU

PRUDENTIAL FINL INC

-7.86%

Shares5.5K

Event2026-03-31

Filed2026-04-16

IJK

ISHARES TR

-0.19%

Shares5.3K

Event2026-03-31

Filed2026-04-16

TSN

TYSON FOODS INC

-6.44%

Shares8.3K

Event2026-03-31

Filed2026-04-16

BTI

BRITISH AMERN TOB PLC

3.00%

Shares9.1K

Event2026-03-31

Filed2026-04-16

DHF

BNY MELLON HIGH YIELD STRATE

4.35%

Shares215.8K

Event2026-03-31

Filed2026-04-16

UBER

UBER TECHNOLOGIES INC

-0.39%

Shares7.3K

Event2026-03-31

Filed2026-04-16

ARCC

ARES CAPITAL CORP

-0.61%

Shares29.2K

Event2026-03-31

Filed2026-04-16

IYY

ISHARES TR

-3.46%

Shares3.3K

Event2026-03-31

Filed2026-04-16

DFP

FLAHERTY & CRUMRINE DYNAMIC

0.04%

Shares25.7K

Event2026-03-31

Filed2026-04-16

JCI

JOHNSON CONTROLS INTERNATION

8.20%

Shares3.9K

Event2026-03-31

Filed2026-04-16

PEG

PUBLIC SVC ENTERPRISE GROUP

2.59%

Shares6.3K

Event2026-03-31

Filed2026-04-16

EFR

EATON VANCE SR FLTNG RTE TR

0.19%

Shares47.7K

Event2026-03-31

Filed2026-04-16

MAA

MID-AMER APT CMNTYS INC

-6.81%

Shares4.1K

Event2026-03-31

Filed2026-04-16

SLB

SLB LIMITED

3.36%

Shares9.8K

Event2026-03-31

Filed2026-04-16

SNOW

SNOWFLAKE INC

-1.57%

Shares3.3K

Event2026-03-31

Filed2026-04-16

MQY

BLACKROCK MUNIYILD QULT FD I

293.51%

Shares45.7K

Event2026-03-31

Filed2026-04-16

SHW

SHERWIN WILLIAMS CO

-10.84%

Shares1.6K

Event2026-03-31

Filed2026-04-16

BSCQ

INVESCO EXCH TRD SLF IDX FD

-0.29%

Shares25.5K

Event2026-03-31

Filed2026-04-16

XEL

XCEL ENERGY INC

21.56%

Shares6.3K

Event2026-03-31

Filed2026-04-16

GENERAL MTRS CO

-6.80%

Shares6.6K

Event2026-03-31

Filed2026-04-16

ROP

ROPER TECHNOLOGIES INC

-51.18%

Shares1.4K

Event2026-03-31

Filed2026-04-16

RCL

ROYAL CARIBBEAN GROUP

-2.25%

Shares1.8K

Event2026-03-31

Filed2026-04-16

BIB

PROSHARES TR

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-16

DUPONT DE NEMOURS INC

-0.61%

Shares10.6K

Event2026-03-31

Filed2026-04-16

VBK

VANGUARD INDEX FDS

28.63%

Shares1.6K

Event2026-03-31

Filed2026-04-16

IHE

ISHARES TR

-1.37%

Shares5.5K

Event2026-03-31

Filed2026-04-16

SHOP

SHOPIFY INC

-13.85%

Shares4.0K

Event2026-03-31

Filed2026-04-16

INVESCO EXCHANGE TRADED FD T

89.91%

Shares10.4K

Event2026-03-31

Filed2026-04-16

NVS

NOVARTIS AG

-2.44%

Shares3.1K

Event2026-03-31

Filed2026-04-16

IYE

ISHARES TR

0.12%

Shares7.3K

Event2026-03-31

Filed2026-04-16

DHS

WISDOMTREE TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-16

CTAS

CINTAS CORP

4.86%

Shares2.8K

Event2026-03-31

Filed2026-04-16

TRANE TECHNOLOGIES PLC

13.44%

Shares1.1K

Event2026-03-31

Filed2026-04-16

FICO

FAIR ISAAC CORP

0.69%

Shares440

Event2026-03-31

Filed2026-04-16

GIS

GENERAL MILLS INC

-7.18%

Shares12.6K

Event2026-03-31

Filed2026-04-16

ERC

ALLSPRING MULTI SECTOR INCOM

11.34%

Shares51.6K

Event2026-03-31

Filed2026-04-16

BANX

ARROWMARK FINANCIAL CORP

-6.73%

Shares24.2K

Event2026-03-31

Filed2026-04-16

IBTK

ISHARES TR

10.42%

Shares23.2K

Event2026-03-31

Filed2026-04-16

OEF

ISHARES TR

0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-16

AOD

ABRDN TOTAL DYNAMIC DIVIDEND

-0.97%

Shares49.1K

Event2026-03-31

Filed2026-04-16

GEHC

GE HEALTHCARE TECHNOLOGIES I

-1.79%

Shares6.2K

Event2026-03-31

Filed2026-04-16

REGN

REGENERON PHARMACEUTICALS

7.36%

Shares569

Event2026-03-31

Filed2026-04-16

VBR

VANGUARD INDEX FDS

-1.76%

Shares2.0K

Event2026-03-31

Filed2026-04-16

VFH

VANGUARD WORLD FD

-0.42%

Shares3.6K

Event2026-03-31

Filed2026-04-16

IEF

ISHARES TR

3.53%

Shares4.5K

Event2026-03-31

Filed2026-04-16

PHM

PULTE GROUP INC

2.96%

Shares3.7K

Event2026-03-31

Filed2026-04-16

HUBBELL INC

1.03%

Shares879

Event2026-03-31

Filed2026-04-16

IWS

ISHARES TR

-0.81%

Shares3.0K

Event2026-03-31

Filed2026-04-16

ALLIANCEBERNSTEIN HLDG L P

12.28%

Shares11.3K

Event2026-03-31

Filed2026-04-16

ROYAL BK CDA

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-16

NOBL

PROSHARES TR

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-16

AXON

AXON ENTERPRISE INC

-8.65%

Shares971

Event2026-03-31

Filed2026-04-16

VFL

ABRDN NATL MUN INCOME FD

-1.75%

Shares41.4K

Event2026-03-31

Filed2026-04-16

AXTI

AXT INC

New

Shares7.2K

Event2026-03-31

Filed2026-04-16

FTEC

FIDELITY COVINGTON TRUST

-43.07%

Shares2.0K

Event2026-03-31

Filed2026-04-16

NXRT

NEXPOINT RESIDENTIAL TR INC

0.06%

Shares16.4K

Event2026-03-31

Filed2026-04-16

AYI

ACUITY INC

-0.82%

Shares1.5K

Event2026-03-31

Filed2026-04-16

HYDB

ISHARES TR

-9.17%

Shares8.7K

Event2026-03-31

Filed2026-04-16

FIRSTENERGY CORP

-3.13%

Shares8.0K

Event2026-03-31

Filed2026-04-16

OHI

OMEGA HEALTHCARE INVS INC

6.81%

Shares9.1K

Event2026-03-31

Filed2026-04-16

PBT

PERMIAN BASIN RTY TR

0.01%

Shares18.4K

Event2026-03-31

Filed2026-04-16

FBTC

FIDELITY WISE ORIGIN BITCOIN

-43.05%

Shares6.6K

Event2026-03-31

Filed2026-04-16

OVV

OVINTIV INC

-10.59%

Shares6.6K

Event2026-03-31

Filed2026-04-16

GRMN

GARMIN LTD

7.46%

Shares1.7K

Event2026-03-31

Filed2026-04-16

BIIB

BIOGEN INC

4.30%

Shares2.1K

Event2026-03-31

Filed2026-04-16

IYZ

ISHARES TR

0.03%

Shares9.7K

Event2026-03-31

Filed2026-04-16

PINNACLE FINL PARTNERS INC

New

Shares4.4K

Event2026-03-31

Filed2026-04-16

Call Option Holdings

OXY Call CallOCCIDENTAL PETE CORP9.0K sharesnew addition2026-03-312026-04-16

PFG Call CallPRINCIPAL FINANCIAL GROUP IN6.1K sharesnew addition2026-03-312026-04-16

OXY Call

OCCIDENTAL PETE CORP

New

Shares9.0K

Event2026-03-31

Filed2026-04-16

PFG Call

PRINCIPAL FINANCIAL GROUP IN

New

Shares6.1K

Event2026-03-31

Filed2026-04-16

Put Option Holdings

No put option holdings data available