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The Analysis of Cerity Partners LLC's Holdings & P&L

Currently, Cerity Partners LLC holds 3095 types of securities in its portfolio with a total value $70.5B. In the most recent quarter, they have increased their positions in N/A (+456.1K shares, valued at $272.6M), IDEV (+2.0M shares, valued at $165.6M), SPYM (+2.0M shares, valued at $151.7M); decreased their positions in TJX (-1.4M shares, valued at $228.7M), TSLA (-468.6K shares, valued at $174.3M), TMO (-210.6K shares, valued at $103.5M); initiated new positions in N/A (+301.2K shares, valued at $59.2M), CORO (+1.3M shares, valued at $40.9M), BAI (+890.4K shares, valued at $29.3M).

1M P&L

+771.9M+1.21%

3M P&L

-2.9B-4.30%

HY P&L

+356.3M+0.55%

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/A26.2B

44.3%

2Semiconductors3.1B

5.3%

3Software - Infrastructure2.8B

4.8%

Top Industries by Stock Count

1N/A764 stocks

28.5%

2Banks - Regional129 stocks

4.8%

3Biotechnology98 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS5.1M shares9.74%2026-03-312026-05-15

AAPL APPLE INC9.4M shares2.76%2026-03-312026-05-15

NVDA NVIDIA CORPORATION13.0M shares3.46%2026-03-312026-05-15

IVV ISHARES TR2.7M shares4.47%2026-03-312026-05-15

MSFT MICROSOFT CORP4.1M shares7.86%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T2.2M shares4.23%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS20.4M shares5.57%2026-03-312026-05-15

AMZN AMAZON COM INC5.0M shares4.56%2026-03-312026-05-15

Sponsored

IEFA ISHARES TR11.4M shares1.27%2026-03-312026-05-15

ALPHABET INC ALPHABET INC3.5M shares0.91%2026-03-312026-05-15

ALPHABET INC ALPHABET INC3.4M shares1.02%2026-03-312026-05-15

BROADCOM INC BROADCOM INC3.0M shares1.62%2026-03-312026-05-15

PG PROCTER & GAMBLE CO6.2M shares1.34%2026-03-312026-05-15

AGG ISHARES TR8.9M shares11.40%2026-03-312026-05-15

QUAL ISHARES TR4.0M shares13.40%2026-03-312026-05-15

META META PLATFORMS INC1.2M shares10.06%2026-03-312026-05-15

Sponsored

LLY ELI LILLY & CO732.5K shares3.44%2026-03-312026-05-15

VTI VANGUARD INDEX FDS2.0M shares5.77%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO2.1M shares2.14%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR19.2M shares1.02%2026-03-312026-05-15

IWF ISHARES TR1.1M shares18.15%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR793.4K shares5.62%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.4M shares21.29%2026-03-312026-05-15

IDEV ISHARES TR5.5M shares57.00%2026-03-312026-05-15

Sponsored

JNJ JOHNSON & JOHNSON1.8M shares2.19%2026-03-312026-05-15

IJR ISHARES TR3.6M shares-2.26%2026-03-312026-05-15

IEMG ISHARES INC6.3M shares18.78%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION433.6K shares6.87%2026-03-312026-05-15

WMT WALMART INC3.1M shares-1.15%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL808.6K shares3.39%2026-03-312026-05-15

VO VANGUARD INDEX FDS1.3M shares19.24%2026-03-312026-05-15

IJH ISHARES TR5.7M shares11.09%2026-03-312026-05-15

Sponsored

XOM EXXON MOBIL CORP2.2M shares4.66%2026-03-312026-05-15

SGOV ISHARES TR3.6M shares-9.58%2026-03-312026-05-15

V VISA INC1.1M shares1.20%2026-03-312026-05-15

SPAB SPDR SERIES TRUST12.7M shares8.75%2026-03-312026-05-15

VTV VANGUARD INDEX FDS1.6M shares21.77%2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS5.3M shares9.01%2026-03-312026-05-15

VUG VANGUARD INDEX FDS696.3K shares25.22%2026-03-312026-05-15

IWB ISHARES TR800.1K shares7.39%2026-03-312026-05-15

Sponsored

VGIT VANGUARD SCOTTSDALE FDS4.8M shares13.29%2026-03-312026-05-15

MTUM ISHARES TR1.2M shares2.31%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR3.2M shares-3.77%2026-03-312026-05-15

AVEM AMERICAN CENTY ETF TR3.4M shares16.78%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F3.6M shares14.70%2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS3.4M shares3.28%2026-03-312026-05-15

ITOT ISHARES TR1.9M shares-4.99%2026-03-312026-05-15

ABBV ABBVIE INC1.2M shares1.31%2026-03-312026-05-15

Sponsored

JPST J P MORGAN EXCHANGE TRADED F5.2M shares6.22%2026-03-312026-05-15

SCHP SCHWAB STRATEGIC TR9.8M shares5.43%2026-03-312026-05-15

CVX CHEVRON CORPORATION1.3M shares3.88%2026-03-312026-05-15

HD HOME DEPOT INC777.3K shares2.03%2026-03-312026-05-15

TJX TJX COS INC NEW1.6M shares-47.54%2026-03-312026-05-15

IQLT ISHARES TR5.2M shares7.88%2026-03-312026-05-15

IEI ISHARES TR2.0M shares0.73%2026-03-312026-05-15

RTX RTX CORPORATION1.2M shares0.15%2026-03-312026-05-15

Sponsored

AVLV AMERICAN CENTY ETF TR2.8M shares12.67%2026-03-312026-05-15

TSLA TESLA INC613.0K shares-43.32%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F4.2M shares16.73%2026-03-312026-05-15

VB VANGUARD INDEX FDS863.6K shares12.04%2026-03-312026-05-15

VTEB VANGUARD MUN BD FDS4.4M shares8.98%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC624.2K shares12.96%2026-03-312026-05-15

SHY ISHARES TR2.5M shares-5.78%2026-03-312026-05-15

SPYV SPDR SERIES TRUST3.6M shares0.91%2026-03-312026-05-15

Sponsored

CSCO CISCO SYS INC2.6M shares1.48%2026-03-312026-05-15

BAC BANK AMERICA CORP4.1M shares-3.24%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS933.6K shares8.85%2026-03-312026-05-15

MGK VANGUARD WORLD FD541.2K shares20.10%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC760.3K shares-9.69%2026-03-312026-05-15

MA MASTERCARD INCORPORATED395.7K shares-1.57%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC1.6M shares-4.65%2026-03-312026-05-15

CAT CATERPILLAR INC275.4K shares1.66%2026-03-312026-05-15

Sponsored

VXF VANGUARD INDEX FDS947.7K shares16.74%2026-03-312026-05-15

GLD SPDR GOLD TR430.0K shares-1.87%2026-03-312026-05-15

SPYM SPDR SERIES TRUST2.3M shares544.75%2026-03-312026-05-15

APH AMPHENOL CORP1.4M shares4.28%2026-03-312026-05-15

QQQM INVESCO EXCH TRADED FD TR II746.5K shares51.67%2026-03-312026-05-15

VGT VANGUARD WORLD FD249.8K shares-0.84%2026-03-312026-05-15

IWD ISHARES TR815.6K shares80.33%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST4.5M shares11.67%2026-03-312026-05-15

Sponsored

ORCL ORACLE CORP1.2M shares-1.04%2026-03-312026-05-15

SCHM SCHWAB STRATEGIC TR5.5M shares1.34%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR6.9M shares2.71%2026-03-312026-05-15

DFIV DIMENSIONAL ETF TRUST3.2M shares4.39%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC1.0M shares9.04%2026-03-312026-05-15

EFA ISHARES TR1.7M shares4.34%2026-03-312026-05-15

ABT ABBOTT LABORATORIES1.6M shares0.48%2026-03-312026-05-15

PEP PEPSICO INC1.0M shares-0.36%2026-03-312026-05-15

Sponsored

RODM LATTICE STRATEGIES TR4.1M shares0.89%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC166.7K shares13.07%2026-03-312026-05-15

MCD MCDONALDS CORP515.1K shares2.01%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC183.4K shares-1.57%2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS3.3M shares17.49%2026-03-312026-05-15

AMGN AMGEN INC433.6K shares5.26%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE537.5K shares11.53%2026-03-312026-05-15

DFSV DIMENSIONAL ETF TRUST4.3M shares13.16%2026-03-312026-05-15

Sponsored

CGXU CAPITAL GROUP INTL FOCUS EQT5.0M shares21.79%2026-03-312026-05-15

KLAC KLA CORP100.3K shares-1.56%2026-03-312026-05-15

NFLX NETFLIX INC.1.5M shares12.28%2026-03-312026-05-15

VXUS VANGUARD STAR FDS1.9M shares13.11%2026-03-312026-05-15

AVDV AMERICAN CENTY ETF TR1.4M shares6.72%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS1.8M shares2.77%2026-03-312026-05-15

HON HONEYWELL INTL INC625.7K shares3.40%2026-03-312026-05-15

CB CHUBB LTD SWITZ423.8K shares3.26%2026-03-312026-05-15

Sponsored

NEE NEXTERA ENERGY INC1.5M shares2.51%2026-03-312026-05-15

USVM VICTORY PORTFOLIOS II1.4M shares1.87%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC662.7K shares-2.08%2026-03-312026-05-15

WM WASTE MGMT INC DEL579.4K shares-1.10%2026-03-312026-05-15

IWM ISHARES TR535.7K shares0.00%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP1.4M shares26.96%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC296.7K shares13.42%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC866.9K shares5.19%2026-03-312026-05-15

Sponsored

CITIGROUP INC CITIGROUP INC1.1M shares2.21%2026-03-312026-05-15

USMV ISHARES TR1.3M shares8.46%2026-03-312026-05-15

DFUV DIMENSIONAL ETF TRUST2.5M shares2.28%2026-03-312026-05-15

ASML ASML HLDG NV92.4K shares1.28%2026-03-312026-05-15

GLDM WORLD GOLD TR1.3M shares7.27%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR881.2K shares10.30%2026-03-312026-05-15

DIS DISNEY WALT CO1.2M shares2.18%2026-03-312026-05-15

IVW ISHARES TR1.0M shares99.03%2026-03-312026-05-15

Sponsored

SKOR FLEXSHARES TR2.4M shares5.49%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS774.7K shares1.73%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC291.5K shares1.67%2026-03-312026-05-15

MUB ISHARES TR1.1M shares7.11%2026-03-312026-05-15

IGM ISHARES TR952.5K shares1.01%2026-03-312026-05-15

CRM SALESFORCE INC601.1K shares12.58%2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR3.8M shares2.32%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS460.3K shares22.54%2026-03-312026-05-15

Sponsored

IVE ISHARES TR517.5K shares167.27%2026-03-312026-05-15

VONG VANGUARD SCOTTSDALE FDS991.8K shares19.52%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP491.1K shares-8.20%2026-03-312026-05-15

ADI ANALOG DEVICES INC328.7K shares7.49%2026-03-312026-05-15

ACWX ISHARES TR1.5M shares62.16%2026-03-312026-05-15

EMR EMERSON ELEC CO789.7K shares0.77%2026-03-312026-05-15

SYK STRYKER CORPORATION314.5K shares2.85%2026-03-312026-05-15

PWR QUANTA SVCS INC182.5K shares-4.03%2026-03-312026-05-15

Sponsored

ANGL VANECK ETF TRUST3.5M shares4.52%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP165.1K shares14.13%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC200.5K shares-51.22%2026-03-312026-05-15

GEV GE VERNOVA INC112.6K shares18.30%2026-03-312026-05-15

SPGI S&P GLOBAL INC226.3K shares13.57%2026-03-312026-05-15

DE DEERE & CO170.8K shares3.00%2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS2.1M shares69.39%2026-03-312026-05-15

INTU INTUIT219.7K shares5.37%2026-03-312026-05-15

Sponsored

IEF ISHARES TR984.0K shares1.30%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR3.2M shares4.25%2026-03-312026-05-15

BIV VANGUARD BD INDEX FDS1.2M shares8.61%2026-03-312026-05-15

UNP UNION PAC CORP382.8K shares1.20%2026-03-312026-05-15

URI UNITED RENTALS INC127.1K shares1.36%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC199.2K shares15.19%2026-03-312026-05-15

SPTS SPDR SERIES TRUST3.1M shares2.63%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC258.8K shares17.48%2026-03-312026-05-15

Sponsored

IWR ISHARES TR898.5K shares4.50%2026-03-312026-05-15

KO COCA COLA CO1.1M shares1.06%2026-03-312026-05-15

OAKM HARRIS OAKMARK ETF TRUST3.1M shares47.13%2026-03-312026-05-15

VONE VANGUARD SCOTTSDALE FDS290.2K shares75.88%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 40138.7K shares5.46%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F616.8K shares1.17%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC313.8K shares17.80%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO1.4M shares-1.73%2026-03-312026-05-15

Sponsored

UBER UBER TECHNOLOGIES INC1.2M shares10.84%2026-03-312026-05-15

WFC WELLS FARGO & CO1.1M shares6.07%2026-03-312026-05-15

MMM 3M CO574.6K shares-12.05%2026-03-312026-05-15

AMAT APPLIED MATLS INC236.7K shares13.67%2026-03-312026-05-15

CMI CUMMINS INC148.8K shares14.64%2026-03-312026-05-15

BSX BOSTON SCIENTIFIC CORP1.3M shares-0.14%2026-03-312026-05-15

TXN TEXAS INSTRS INC405.8K shares-46.50%2026-03-312026-05-15

DFAE DIMENSIONAL ETF TRUST2.3M shares34.07%2026-03-312026-05-15

Sponsored

EFV ISHARES TR1.0M shares592.27%2026-03-312026-05-15

DFLV DIMENSIONAL ETF TRUST2.2M shares23.08%2026-03-312026-05-15

DYNF BLACKROCK ETF TRUST1.3M shares947.81%2026-03-312026-05-15

HTO H2O AMERICA1.3M shares-9.42%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR2.5M shares-53.94%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS1.0M shares6.14%2026-03-312026-05-15

DHR DANAHER CORP DEL396.6K shares9.69%2026-03-312026-05-15

LINDE PLC LINDE PLC147.9K shares13.58%2026-03-312026-05-15

Sponsored

VZ VERIZON COMMUNICATIONS INC1.5M shares10.80%2026-03-312026-05-15

AVDE AMERICAN CENTY ETF TR857.5K shares3.43%2026-03-312026-05-15

USHY ISHARES TR2.0M shares9.65%2026-03-312026-05-15

NTRS NORTHERN TR CORP508.3K shares-3.00%2026-03-312026-05-15

DFAT DIMENSIONAL ETF TRUST1.1M shares4.98%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND352.3K shares-11.66%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC603.4K shares43.23%2026-03-312026-05-15

INTC INTEL CORP1.5M shares-5.93%2026-03-312026-05-15

Sponsored

SWAN AMPLIFY ETF TR2.2M shares2.83%2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF1.7M shares51.23%2026-03-312026-05-15

QCOM QUALCOMM INC518.9K shares6.18%2026-03-312026-05-15

POCT INNOVATOR ETFS TRUST1.5M shares-1.94%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC398.2K shares-43.99%2026-03-312026-05-15

BNDX VANGUARD CHARLOTTE FDS1.4M shares61.75%2026-03-312026-05-15

ADBE ADOBE INC269.7K shares10.34%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC756.0K shares-4.42%2026-03-312026-05-15

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC531.2K shares49.67%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO215.4K shares8.29%2026-03-312026-05-15

USB US BANCORP1.3M shares4.80%2026-03-312026-05-15

STIP ISHARES TR629.4K shares-0.64%2026-03-312026-05-15

NOW SERVICENOW INC616.0K shares8.63%2026-03-312026-05-15

ECL ECOLAB INC240.4K shares-4.14%2026-03-312026-05-15

VV VANGUARD INDEX FDS212.3K shares1.83%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC176.4K shares2.19%2026-03-312026-05-15

Sponsored

EIX EDISON INTL858.8K shares15.00%2026-03-312026-05-15

FIX COMFORT SYS USA INC45.5K shares10.01%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP342.5K shares-1.52%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR1.0M shares33.08%2026-03-312026-05-15

TER TERADYNE INC204.2K shares-55.51%2026-03-312026-05-15

LOW LOWES COS INC255.4K shares-1.72%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC14.2K shares-2.84%2026-03-312026-05-15

COP CONOCOPHILLIPS451.5K shares3.02%2026-03-312026-05-15

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC301.2K sharesnew addition2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL82 shares-3.53%2026-03-312026-05-15

SPTM SPDR SERIES TRUST743.0K shares-0.46%2026-03-312026-05-15

MCK MCKESSON CORP67.7K shares5.57%2026-03-312026-05-15

VGK VANGUARD INTL EQUITY INDEX F705.5K shares3.27%2026-03-312026-05-15

VBR VANGUARD INDEX FDS267.4K shares0.45%2026-03-312026-05-15

ABNB AIRBNB INC458.4K shares6.13%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW440.3K shares21.65%2026-03-312026-05-15

Sponsored

SCHH SCHWAB STRATEGIC TR2.7M shares0.15%2026-03-312026-05-15

GLW CORNING INC416.5K shares-3.36%2026-03-312026-05-15

DISV DIMENSIONAL ETF TRUST1.4M shares11.29%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS626.0K shares5.00%2026-03-312026-05-15

GSIE GOLDMAN SACHS ETF TR1.3M shares-5.85%2026-03-312026-05-15

PCG PG&E CORP3.2M shares-41.71%2026-03-312026-05-15

SUB ISHARES TR518.2K shares8.63%2026-03-312026-05-15

USRT ISHARES TR915.7K shares5.02%2026-03-312026-05-15

Sponsored

IJK ISHARES TR530.7K shares5.97%2026-03-312026-05-15

OEF ISHARES TR166.5K shares-0.17%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC253.1K shares-43.73%2026-03-312026-05-15

T AT&T INC1.8M shares8.64%2026-03-312026-05-15

BA BOEING CO263.2K shares23.00%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC532.1K shares2.06%2026-03-312026-05-15

BIL SPDR SERIES TRUST568.9K shares423.91%2026-03-312026-05-15

FDX FEDEX CORP146.0K shares20.85%2026-03-312026-05-15

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VIOO VANGUARD ADMIRAL FDS INC446.7K shares-0.83%2026-03-312026-05-15

NVS NOVARTIS AG329.9K shares11.92%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR1.0M shares-1.52%2026-03-312026-05-15

IGSB ISHARES TR950.9K shares7.69%2026-03-312026-05-15

MPC MARATHON PETE CORP204.7K shares3.59%2026-03-312026-05-15

DFAI DIMENSIONAL ETF TRUST1.3M shares92.39%2026-03-312026-05-15

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CASY CASEYS GEN STORES INC67.6K shares7.54%2026-03-312026-05-15

DFUS DIMENSIONAL ETF TRUST690.5K shares90.01%2026-03-312026-05-15

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SCHR SCHWAB STRATEGIC TR1.9M shares-21.93%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO560.8K shares-7.08%2026-03-312026-05-15

PFE PFIZER INC1.7M shares-46.72%2026-03-312026-05-15

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VOOG VANGUARD ADMIRAL FDS INC115.9K shares6.02%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN232.1K shares-7.27%2026-03-312026-05-15

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GM GENERAL MTRS CO630.1K shares8.78%2026-03-312026-05-15

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APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC418.0K shares44.77%2026-03-312026-05-15

MDLZ MONDELEZ INTL INC805.7K shares-10.47%2026-03-312026-05-15

PGR PROGRESSIVE CORP233.2K shares9.04%2026-03-312026-05-15

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IWV ISHARES TR124.6K shares397.93%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE IN292.6K shares4.57%2026-03-312026-05-15

HOOD ROBINHOOD MKTS INC659.2K shares-4.15%2026-03-312026-05-15

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MS MORGAN STANLEY258.9K shares-6.09%2026-03-312026-05-15

EFG ISHARES TR376.9K shares405.72%2026-03-312026-05-15

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SCHZ SCHWAB STRATEGIC TR1.8M shares187.97%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR256.2K shares4.58%2026-03-312026-05-15

SCHO SCHWAB STRATEGIC TR1.7M shares-19.80%2026-03-312026-05-15

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KKR & CO INC KKR & CO INC438.8K shares115.28%2026-03-312026-05-15

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SHV ISHARES TR352.9K shares-24.78%2026-03-312026-05-15

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JLL JONES LANG LASALLE INC58.5K shares-4.94%2026-03-312026-05-15

TXT TEXTRON INC203.0K shares-45.15%2026-03-312026-05-15

ZM ZOOM COMMUNICATIONS INC221.1K shares-68.60%2026-03-312026-05-15

EOG EOG RES INC122.4K shares37.34%2026-03-312026-05-15

Sponsored

NKE NIKE INC334.9K shares-1.58%2026-03-312026-05-15

FNDA SCHWAB STRATEGIC TR542.6K shares3.76%2026-03-312026-05-15

A AGILENT TECHNOLOGIES INC154.3K shares66.71%2026-03-312026-05-15

WMB WILLIAMS COS INC240.8K shares-26.99%2026-03-312026-05-15

MAGS LISTED FDS TR302.2K shares-22.89%2026-03-312026-05-15

JQUA J P MORGAN EXCHANGE TRADED F285.2K shares4084.78%2026-03-312026-05-15

NVO NOVO-NORDISK A S474.5K shares-0.86%2026-03-312026-05-15

BF.B BROWN FORMAN CORP659.4K shares8.82%2026-03-312026-05-15

Sponsored

AR ANTERO RESOURCES CORP410.1K shares-3.94%2026-03-312026-05-15

BKR BAKER HUGHES COMPANY281.7K shares11.57%2026-03-312026-05-15

CW CURTISS WRIGHT CORP25.2K shares28.17%2026-03-312026-05-15

VICI VICI PPTYS INC626.8K shares51.89%2026-03-312026-05-15

BAPR INNOVATOR ETFS TRUST348.6K shares6.39%2026-03-312026-05-15

IVZ INVESCO LTD702.1K shares-0.44%2026-03-312026-05-15

DOW DOW HLDGS INC409.5K shares238.09%2026-03-312026-05-15

JEPQ J P MORGAN EXCHANGE TRADED F305.9K shares10.70%2026-03-312026-05-15

Sponsored

SLV ISHARES SILVER TR247.9K shares-17.62%2026-03-312026-05-15

EW EDWARDS LIFESCIENCES CORP209.9K shares-3.48%2026-03-312026-05-15

RGA REINSURANCE GROUP AMER INC81.8K shares13.31%2026-03-312026-05-15

ESGU ISHARES TR116.6K shares21.78%2026-03-312026-05-15

VANGUARD INDEX FDS

9.74%

Shares5.1M

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

2.76%

Shares9.4M

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

3.46%

Shares13.0M

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

4.47%

Shares2.7M

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

7.86%

Shares4.1M

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

4.23%

Shares2.2M

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

5.57%

Shares20.4M

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

4.56%

Shares5.0M

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

1.27%

Shares11.4M

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.91%

Shares3.5M

Event2026-03-31

Filed2026-05-15

ALPHABET INC

1.02%

Shares3.4M

Event2026-03-31

Filed2026-05-15

BROADCOM INC

1.62%

Shares3.0M

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

1.34%

Shares6.2M

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

11.40%

Shares8.9M

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

13.40%

Shares4.0M

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC

10.06%

Shares1.2M

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

3.44%

Shares732.5K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

5.77%

Shares2.0M

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

2.14%

Shares2.1M

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

1.02%

Shares19.2M

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

18.15%

Shares1.1M

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

5.62%

Shares793.4K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

21.29%

Shares2.4M

Event2026-03-31

Filed2026-05-15

IDEV

ISHARES TR

57.00%

Shares5.5M

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

2.19%

Shares1.8M

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

-2.26%

Shares3.6M

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

18.78%

Shares6.3M

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

6.87%

Shares433.6K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-1.15%

Shares3.1M

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

3.39%

Shares808.6K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

19.24%

Shares1.3M

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

11.09%

Shares5.7M

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

4.66%

Shares2.2M

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

-9.58%

Shares3.6M

Event2026-03-31

Filed2026-05-15

VISA INC

1.20%

Shares1.1M

Event2026-03-31

Filed2026-05-15

SPAB

SPDR SERIES TRUST

8.75%

Shares12.7M

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

21.77%

Shares1.6M

Event2026-03-31

Filed2026-05-15

VGSH

VANGUARD SCOTTSDALE FDS

9.01%

Shares5.3M

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

25.22%

Shares696.3K

Event2026-03-31

Filed2026-05-15

IWB

ISHARES TR

7.39%

Shares800.1K

Event2026-03-31

Filed2026-05-15

VGIT

VANGUARD SCOTTSDALE FDS

13.29%

Shares4.8M

Event2026-03-31

Filed2026-05-15

MTUM

ISHARES TR

2.31%

Shares1.2M

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

-3.77%

Shares3.2M

Event2026-03-31

Filed2026-05-15

AVEM

AMERICAN CENTY ETF TR

16.78%

Shares3.4M

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD INTL EQUITY INDEX F

14.70%

Shares3.6M

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

3.28%

Shares3.4M

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

-4.99%

Shares1.9M

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

1.31%

Shares1.2M

Event2026-03-31

Filed2026-05-15

JPST

J P MORGAN EXCHANGE TRADED F

6.22%

Shares5.2M

Event2026-03-31

Filed2026-05-15

SCHP

SCHWAB STRATEGIC TR

5.43%

Shares9.8M

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

3.88%

Shares1.3M

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

2.03%

Shares777.3K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

-47.54%

Shares1.6M

Event2026-03-31

Filed2026-05-15

IQLT

ISHARES TR

7.88%

Shares5.2M

Event2026-03-31

Filed2026-05-15

IEI

ISHARES TR

0.73%

Shares2.0M

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

0.15%

Shares1.2M

Event2026-03-31

Filed2026-05-15

AVLV

AMERICAN CENTY ETF TR

12.67%

Shares2.8M

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

-43.32%

Shares613.0K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

16.73%

Shares4.2M

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

12.04%

Shares863.6K

Event2026-03-31

Filed2026-05-15

VTEB

VANGUARD MUN BD FDS

8.98%

Shares4.4M

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

12.96%

Shares624.2K

Event2026-03-31

Filed2026-05-15

SHY

ISHARES TR

-5.78%

Shares2.5M

Event2026-03-31

Filed2026-05-15

SPYV

SPDR SERIES TRUST

0.91%

Shares3.6M

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

1.48%

Shares2.6M

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

-3.24%

Shares4.1M

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

8.85%

Shares933.6K

Event2026-03-31

Filed2026-05-15

MGK

VANGUARD WORLD FD

20.10%

Shares541.2K

Event2026-03-31

Filed2026-05-15

ITW

ILLINOIS TOOL WKS INC

-9.69%

Shares760.3K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

-1.57%

Shares395.7K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

-4.65%

Shares1.6M

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

1.66%

Shares275.4K

Event2026-03-31

Filed2026-05-15

VXF

VANGUARD INDEX FDS

16.74%

Shares947.7K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

-1.87%

Shares430.0K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

544.75%

Shares2.3M

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP

4.28%

Shares1.4M

Event2026-03-31

Filed2026-05-15

QQQM

INVESCO EXCH TRADED FD TR II

51.67%

Shares746.5K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

-0.84%

Shares249.8K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

80.33%

Shares815.6K

Event2026-03-31

Filed2026-05-15

DFAC

DIMENSIONAL ETF TRUST

11.67%

Shares4.5M

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

-1.04%

Shares1.2M

Event2026-03-31

Filed2026-05-15

SCHM

SCHWAB STRATEGIC TR

1.34%

Shares5.5M

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

2.71%

Shares6.9M

Event2026-03-31

Filed2026-05-15

DFIV

DIMENSIONAL ETF TRUST

4.39%

Shares3.2M

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

9.04%

Shares1.0M

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

4.34%

Shares1.7M

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

0.48%

Shares1.6M

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

-0.36%

Shares1.0M

Event2026-03-31

Filed2026-05-15

RODM

LATTICE STRATEGIES TR

0.89%

Shares4.1M

Event2026-03-31

Filed2026-05-15

BLACKROCK INC

13.07%

Shares166.7K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

2.01%

Shares515.1K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

-1.57%

Shares183.4K

Event2026-03-31

Filed2026-05-15

SPEM

SPDR INDEX SHS FDS

17.49%

Shares3.3M

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

5.26%

Shares433.6K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

11.53%

Shares537.5K

Event2026-03-31

Filed2026-05-15

DFSV

DIMENSIONAL ETF TRUST

13.16%

Shares4.3M

Event2026-03-31

Filed2026-05-15

CGXU

CAPITAL GROUP INTL FOCUS EQT

21.79%

Shares5.0M

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

-1.56%

Shares100.3K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

12.28%

Shares1.5M

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

13.11%

Shares1.9M

Event2026-03-31

Filed2026-05-15

AVDV

AMERICAN CENTY ETF TR

6.72%

Shares1.4M

Event2026-03-31

Filed2026-05-15

VCSH

VANGUARD SCOTTSDALE FDS

2.77%

Shares1.8M

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

3.40%

Shares625.7K

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

3.26%

Shares423.8K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

2.51%

Shares1.5M

Event2026-03-31

Filed2026-05-15

USVM

VICTORY PORTFOLIOS II

1.87%

Shares1.4M

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

-2.08%

Shares662.7K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

-1.10%

Shares579.4K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

0.00%

Shares535.7K

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

26.96%

Shares1.4M

Event2026-03-31

Filed2026-05-15

VRTX

VERTEX PHARMACEUTICALS INC

13.42%

Shares296.7K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

5.19%

Shares866.9K

Event2026-03-31

Filed2026-05-15

CITIGROUP INC

2.21%

Shares1.1M

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

8.46%

Shares1.3M

Event2026-03-31

Filed2026-05-15

DFUV

DIMENSIONAL ETF TRUST

2.28%

Shares2.5M

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

1.28%

Shares92.4K

Event2026-03-31

Filed2026-05-15

GLDM

WORLD GOLD TR

7.27%

Shares1.3M

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

10.30%

Shares881.2K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

2.18%

Shares1.2M

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

99.03%

Shares1.0M

Event2026-03-31

Filed2026-05-15

SKOR

FLEXSHARES TR

5.49%

Shares2.4M

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

1.73%

Shares774.7K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC

1.67%

Shares291.5K

Event2026-03-31

Filed2026-05-15

MUB

ISHARES TR

7.11%

Shares1.1M

Event2026-03-31

Filed2026-05-15

IGM

ISHARES TR

1.01%

Shares952.5K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

12.58%

Shares601.1K

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB STRATEGIC TR

2.32%

Shares3.8M

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

22.54%

Shares460.3K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

167.27%

Shares517.5K

Event2026-03-31

Filed2026-05-15

VONG

VANGUARD SCOTTSDALE FDS

19.52%

Shares991.8K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

-8.20%

Shares491.1K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC

7.49%

Shares328.7K

Event2026-03-31

Filed2026-05-15

ACWX

ISHARES TR

62.16%

Shares1.5M

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

0.77%

Shares789.7K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

2.85%

Shares314.5K

Event2026-03-31

Filed2026-05-15

PWR

QUANTA SVCS INC

-4.03%

Shares182.5K

Event2026-03-31

Filed2026-05-15

ANGL

VANECK ETF TRUST

4.52%

Shares3.5M

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

14.13%

Shares165.1K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

-51.22%

Shares200.5K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

18.30%

Shares112.6K

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

13.57%

Shares226.3K

Event2026-03-31

Filed2026-05-15

DEERE & CO

3.00%

Shares170.8K

Event2026-03-31

Filed2026-05-15

SPDW

SPDR INDEX SHS FDS

69.39%

Shares2.1M

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

5.37%

Shares219.7K

Event2026-03-31

Filed2026-05-15

IEF

ISHARES TR

1.30%

Shares984.0K

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB STRATEGIC TR

4.25%

Shares3.2M

Event2026-03-31

Filed2026-05-15

BIV

VANGUARD BD INDEX FDS

8.61%

Shares1.2M

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

1.20%

Shares382.8K

Event2026-03-31

Filed2026-05-15

URI

UNITED RENTALS INC

1.36%

Shares127.1K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

15.19%

Shares199.2K

Event2026-03-31

Filed2026-05-15

SPTS

SPDR SERIES TRUST

2.63%

Shares3.1M

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

17.48%

Shares258.8K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

4.50%

Shares898.5K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

1.06%

Shares1.1M

Event2026-03-31

Filed2026-05-15

OAKM

HARRIS OAKMARK ETF TRUST

47.13%

Shares3.1M

Event2026-03-31

Filed2026-05-15

VONE

VANGUARD SCOTTSDALE FDS

75.88%

Shares290.2K

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

5.46%

Shares138.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INTL EQUITY INDEX F

1.17%

Shares616.8K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

17.80%

Shares313.8K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB CO

-1.73%

Shares1.4M

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC

10.84%

Shares1.2M

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

6.07%

Shares1.1M

Event2026-03-31

Filed2026-05-15

MMM

3M CO

-12.05%

Shares574.6K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

13.67%

Shares236.7K

Event2026-03-31

Filed2026-05-15

CMI

CUMMINS INC

14.64%

Shares148.8K

Event2026-03-31

Filed2026-05-15

BSX

BOSTON SCIENTIFIC CORP

-0.14%

Shares1.3M

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

-46.50%

Shares405.8K

Event2026-03-31

Filed2026-05-15

DFAE

DIMENSIONAL ETF TRUST

34.07%

Shares2.3M

Event2026-03-31

Filed2026-05-15

EFV

ISHARES TR

592.27%

Shares1.0M

Event2026-03-31

Filed2026-05-15

DFLV

DIMENSIONAL ETF TRUST

23.08%

Shares2.2M

Event2026-03-31

Filed2026-05-15

DYNF

BLACKROCK ETF TRUST

947.81%

Shares1.3M

Event2026-03-31

Filed2026-05-15

HTO

H2O AMERICA

-9.42%

Shares1.3M

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

-53.94%

Shares2.5M

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

6.14%

Shares1.0M

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

9.69%

Shares396.6K

Event2026-03-31

Filed2026-05-15

LINDE PLC

13.58%

Shares147.9K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

10.80%

Shares1.5M

Event2026-03-31

Filed2026-05-15

AVDE

AMERICAN CENTY ETF TR

3.43%

Shares857.5K

Event2026-03-31

Filed2026-05-15

USHY

ISHARES TR

9.65%

Shares2.0M

Event2026-03-31

Filed2026-05-15

NTRS

NORTHERN TR CORP

-3.00%

Shares508.3K

Event2026-03-31

Filed2026-05-15

DFAT

DIMENSIONAL ETF TRUST

4.98%

Shares1.1M

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

-11.66%

Shares352.3K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

43.23%

Shares603.4K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

-5.93%

Shares1.5M

Event2026-03-31

Filed2026-05-15

SWAN

AMPLIFY ETF TR

2.83%

Shares2.2M

Event2026-03-31

Filed2026-05-15

IBIT

ISHARES BITCOIN TRUST ETF

51.23%

Shares1.7M

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

6.18%

Shares518.9K

Event2026-03-31

Filed2026-05-15

POCT

INNOVATOR ETFS TRUST

-1.94%

Shares1.5M

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

-43.99%

Shares398.2K

Event2026-03-31

Filed2026-05-15

BNDX

VANGUARD CHARLOTTE FDS

61.75%

Shares1.4M

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

10.34%

Shares269.7K

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC

-4.42%

Shares756.0K

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC

49.67%

Shares531.2K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

8.29%

Shares215.4K

Event2026-03-31

Filed2026-05-15

USB

US BANCORP

4.80%

Shares1.3M

Event2026-03-31

Filed2026-05-15

STIP

ISHARES TR

-0.64%

Shares629.4K

Event2026-03-31

Filed2026-05-15

NOW

SERVICENOW INC

8.63%

Shares616.0K

Event2026-03-31

Filed2026-05-15

ECL

ECOLAB INC

-4.14%

Shares240.4K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

1.83%

Shares212.3K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

2.19%

Shares176.4K

Event2026-03-31

Filed2026-05-15

EIX

EDISON INTL

15.00%

Shares858.8K

Event2026-03-31

Filed2026-05-15

FIX

COMFORT SYS USA INC

10.01%

Shares45.5K

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

-1.52%

Shares342.5K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

33.08%

Shares1.0M

Event2026-03-31

Filed2026-05-15

TER

TERADYNE INC

-55.51%

Shares204.2K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

-1.72%

Shares255.4K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

-2.84%

Shares14.2K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

3.02%

Shares451.5K

Event2026-03-31

Filed2026-05-15

ASTRAZENECA PLC

New

Shares301.2K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

-3.53%

Shares82

Event2026-03-31

Filed2026-05-15

SPTM

SPDR SERIES TRUST

-0.46%

Shares743.0K

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

5.57%

Shares67.7K

Event2026-03-31

Filed2026-05-15

VGK

VANGUARD INTL EQUITY INDEX F

3.27%

Shares705.5K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

0.45%

Shares267.4K

Event2026-03-31

Filed2026-05-15

ABNB

AIRBNB INC

6.13%

Shares458.4K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

21.65%

Shares440.3K

Event2026-03-31

Filed2026-05-15

SCHH

SCHWAB STRATEGIC TR

0.15%

Shares2.7M

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

-3.36%

Shares416.5K

Event2026-03-31

Filed2026-05-15

DISV

DIMENSIONAL ETF TRUST

11.29%

Shares1.4M

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

5.00%

Shares626.0K

Event2026-03-31

Filed2026-05-15

GSIE

GOLDMAN SACHS ETF TR

-5.85%

Shares1.3M

Event2026-03-31

Filed2026-05-15

PCG

PG&E CORP

-41.71%

Shares3.2M

Event2026-03-31

Filed2026-05-15

SUB

ISHARES TR

8.63%

Shares518.2K

Event2026-03-31

Filed2026-05-15

USRT

ISHARES TR

5.02%

Shares915.7K

Event2026-03-31

Filed2026-05-15

IJK

ISHARES TR

5.97%

Shares530.7K

Event2026-03-31

Filed2026-05-15

OEF

ISHARES TR

-0.17%

Shares166.5K

Event2026-03-31

Filed2026-05-15

PNC

PNC FINL SVCS GROUP INC

-43.73%

Shares253.1K

Event2026-03-31

Filed2026-05-15

AT&T INC

8.64%

Shares1.8M

Event2026-03-31

Filed2026-05-15

BOEING CO

23.00%

Shares263.2K

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SVCS INC

2.06%

Shares532.1K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

423.91%

Shares568.9K

Event2026-03-31

Filed2026-05-15

FDX

FEDEX CORP

20.85%

Shares146.0K

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

-0.57%

Shares179.6K

Event2026-03-31

Filed2026-05-15

WRB

BERKLEY W R CORP

3.70%

Shares775.4K

Event2026-03-31

Filed2026-05-15

VIOO

VANGUARD ADMIRAL FDS INC

-0.83%

Shares446.7K

Event2026-03-31

Filed2026-05-15

NVS

NOVARTIS AG

11.92%

Shares329.9K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

-1.52%

Shares1.0M

Event2026-03-31

Filed2026-05-15

IGSB

ISHARES TR

7.69%

Shares950.9K

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP

3.59%

Shares204.7K

Event2026-03-31

Filed2026-05-15

DFAI

DIMENSIONAL ETF TRUST

92.39%

Shares1.3M

Event2026-03-31

Filed2026-05-15

CASY

CASEYS GEN STORES INC

7.54%

Shares67.6K

Event2026-03-31

Filed2026-05-15

DFUS

DIMENSIONAL ETF TRUST

90.01%

Shares690.5K

Event2026-03-31

Filed2026-05-15

WELL

WELLTOWER INC

0.87%

Shares247.6K

Event2026-03-31

Filed2026-05-15

PARKER-HANNIFIN CORP

-1.66%

Shares54.0K

Event2026-03-31

Filed2026-05-15

SNPS

SYNOPSYS INC

17.45%

Shares121.7K

Event2026-03-31

Filed2026-05-15

SCHR

SCHWAB STRATEGIC TR

-21.93%

Shares1.9M

Event2026-03-31

Filed2026-05-15

COLGATE PALMOLIVE CO

-7.08%

Shares560.8K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

-46.72%

Shares1.7M

Event2026-03-31

Filed2026-05-15

VOOG

VANGUARD ADMIRAL FDS INC

6.02%

Shares115.9K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING IN

-7.27%

Shares232.1K

Event2026-03-31

Filed2026-05-15

IAGG

ISHARES TR

67.50%

Shares938.5K

Event2026-03-31

Filed2026-05-15

GENERAL MTRS CO

8.78%

Shares630.1K

Event2026-03-31

Filed2026-05-15

WDC

WESTERN DIGITAL CORP

-4.20%

Shares173.0K

Event2026-03-31

Filed2026-05-15

APOLLO GLOBAL MGMT INC

44.77%

Shares418.0K

Event2026-03-31

Filed2026-05-15

MDLZ

MONDELEZ INTL INC

-10.47%

Shares805.7K

Event2026-03-31

Filed2026-05-15

PGR

PROGRESSIVE CORP

9.04%

Shares233.2K

Event2026-03-31

Filed2026-05-15

IWV

ISHARES TR

397.93%

Shares124.6K

Event2026-03-31

Filed2026-05-15

ICE

INTERCONTINENTAL EXCHANGE IN

4.57%

Shares292.6K

Event2026-03-31

Filed2026-05-15

HOOD

ROBINHOOD MKTS INC

-4.15%

Shares659.2K

Event2026-03-31

Filed2026-05-15

TDW

TIDEWATER INC NEW

-52.52%

Shares542.6K

Event2026-03-31

Filed2026-05-15

LSGR

NATIXIS ETF TRUST II

33.36%

Shares1.1M

Event2026-03-31

Filed2026-05-15

RWL

INVESCO EXCH TRADED FD TR II

0.49%

Shares385.6K

Event2026-03-31

Filed2026-05-15

ADSK

AUTODESK INC

-4.29%

Shares184.4K

Event2026-03-31

Filed2026-05-15

VPL

VANGUARD INTL EQUITY INDEX F

-4.56%

Shares445.9K

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP

9.03%

Shares126.7K

Event2026-03-31

Filed2026-05-15

DIA

STATE STR SPDR DOW JONES IND

6.62%

Shares93.1K

Event2026-03-31

Filed2026-05-15

GDS

GDS HLDGS LTD

34.90%

Shares1.1M

Event2026-03-31

Filed2026-05-15

AMP

AMERIPRISE FINL INC

27.44%

Shares96.1K

Event2026-03-31

Filed2026-05-15

LHX

L3HARRIS TECHNOLOGIES INC

97.80%

Shares123.7K

Event2026-03-31

Filed2026-05-15

CMCSA

COMCAST CORP NEW

29.41%

Shares1.5M

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

-6.09%

Shares258.9K

Event2026-03-31

Filed2026-05-15

EFG

ISHARES TR

405.72%

Shares376.9K

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO

28.08%

Shares167.5K

Event2026-03-31

Filed2026-05-15

TFI

SPDR SERIES TRUST

17368.82%

Shares923.9K

Event2026-03-31

Filed2026-05-15

SCHZ

SCHWAB STRATEGIC TR

187.97%

Shares1.8M

Event2026-03-31

Filed2026-05-15

XLI

SELECT SECTOR SPDR TR

4.58%

Shares256.2K

Event2026-03-31

Filed2026-05-15

SCHO

SCHWAB STRATEGIC TR

-19.80%

Shares1.7M

Event2026-03-31

Filed2026-05-15

CORO

BLACKROCK ETF TRUST

New

Shares1.3M

Event2026-03-31

Filed2026-05-15

XYL

XYLEM INC

-7.98%

Shares341.8K

Event2026-03-31

Filed2026-05-15

KKR & CO INC

115.28%

Shares438.8K

Event2026-03-31

Filed2026-05-15

DFAS

DIMENSIONAL ETF TRUST

3.90%

Shares568.9K

Event2026-03-31

Filed2026-05-15

TGT

TARGET CORP

10.98%

Shares333.6K

Event2026-03-31

Filed2026-05-15

SHEL

SHELL PLC

3.98%

Shares431.7K

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

-11.17%

Shares270.5K

Event2026-03-31

Filed2026-05-15

IJT

ISHARES TR

-0.76%

Shares273.8K

Event2026-03-31

Filed2026-05-15

ROP

ROPER TECHNOLOGIES INC

-14.50%

Shares112.0K

Event2026-03-31

Filed2026-05-15

MEDP

MEDPACE HLDGS INC

1.36%

Shares82.1K

Event2026-03-31

Filed2026-05-15

KMI

KINDER MORGAN INC DEL

11.17%

Shares1.2M

Event2026-03-31

Filed2026-05-15

SHV

ISHARES TR

-24.78%

Shares352.9K

Event2026-03-31

Filed2026-05-15

PAYX

PAYCHEX INC

15.81%

Shares422.4K

Event2026-03-31

Filed2026-05-15

MGV

VANGUARD WORLD FD

1587.47%

Shares260.7K

Event2026-03-31

Filed2026-05-15

FTI

TECHNIPFMC PLC

-5.42%

Shares552.4K

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES INC

0.01%

Shares270.4K

Event2026-03-31

Filed2026-05-15

CME

CME GROUP INC

-7.41%

Shares127.2K

Event2026-03-31

Filed2026-05-15

EBAY

EBAY INC.

45.23%

Shares411.9K

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66

-42.80%

Shares204.1K

Event2026-03-31

Filed2026-05-15

MMC

MARSH & MCLENNAN COS INC

18.42%

Shares213.0K

Event2026-03-31

Filed2026-05-15

ROST

ROSS STORES INC

3.54%

Shares170.1K

Event2026-03-31

Filed2026-05-15

UNILEVER PLC

3.34%

Shares646.6K

Event2026-03-31

Filed2026-05-15

BDX

BECTON DICKINSON & CO

7.08%

Shares231.8K

Event2026-03-31

Filed2026-05-15

PLD

PROLOGIS INC.

4.15%

Shares275.4K

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COMPANIES INC

8.65%

Shares124.6K

Event2026-03-31

Filed2026-05-15

ACWI

ISHARES TR

-1.29%

Shares262.2K

Event2026-03-31

Filed2026-05-15

DAL

DELTA AIR LINES INC

27.77%

Shares543.8K

Event2026-03-31

Filed2026-05-15

GOVT

ISHARES TR

59.71%

Shares1.6M

Event2026-03-31

Filed2026-05-15

VTIP

VANGUARD MALVERN FDS

9.53%

Shares706.0K

Event2026-03-31

Filed2026-05-15

IJJ

ISHARES TR

15.68%

Shares266.0K

Event2026-03-31

Filed2026-05-15

SHW

SHERWIN WILLIAMS CO

-8.98%

Shares109.9K

Event2026-03-31

Filed2026-05-15

ALC

ALCON AG

-1.50%

Shares467.0K

Event2026-03-31

Filed2026-05-15

FTNT

FORTINET INC

20.52%

Shares430.2K

Event2026-03-31

Filed2026-05-15

THE CIGNA GROUP

-44.33%

Shares130.6K

Event2026-03-31

Filed2026-05-15

RBLX

ROBLOX CORP

-1.62%

Shares609.3K

Event2026-03-31

Filed2026-05-15

REGN

REGENERON PHARMACEUTICALS

28.47%

Shares44.0K

Event2026-03-31

Filed2026-05-15

MOAT

VANECK ETF TRUST

3.06%

Shares351.2K

Event2026-03-31

Filed2026-05-15

TRANE TECHNOLOGIES PLC

-1.77%

Shares81.4K

Event2026-03-31

Filed2026-05-15

SCHV

SCHWAB STRATEGIC TR

16.86%

Shares1.1M

Event2026-03-31

Filed2026-05-15

AEP

AMERICAN ELEC PWR CO INC

29.43%

Shares256.4K

Event2026-03-31

Filed2026-05-15

GPIQ

GOLDMAN SACHS ETF TR

7.79%

Shares672.8K

Event2026-03-31

Filed2026-05-15

SNDK

SANDISK CORP

-22.50%

Shares52.4K

Event2026-03-31

Filed2026-05-15

AFL

AFLAC INC

5.86%

Shares299.6K

Event2026-03-31

Filed2026-05-15

JMST

J P MORGAN EXCHANGE TRADED F

22.36%

Shares642.6K

Event2026-03-31

Filed2026-05-15

WAB

WABTEC

-17.56%

Shares130.8K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

16.16%

Shares1.3M

Event2026-03-31

Filed2026-05-15

AMPLIFY ETF TR

1.83%

Shares1.5M

Event2026-03-31

Filed2026-05-15

TMUS

T-MOBILE US INC

-39.22%

Shares155.2K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

-21.35%

Shares482.1K

Event2026-03-31

Filed2026-05-15

NEM

NEWMONT CORP

17.78%

Shares293.4K

Event2026-03-31

Filed2026-05-15

JBHT

HUNT J B TRANS SVCS INC

13.94%

Shares149.9K

Event2026-03-31

Filed2026-05-15

CVS

CVS HEALTH CORP

-1.38%

Shares440.7K

Event2026-03-31

Filed2026-05-15

LNG

CHENIERE ENERGY INC

-0.26%

Shares110.3K

Event2026-03-31

Filed2026-05-15

CTAS

CINTAS CORP

3.51%

Shares184.3K

Event2026-03-31

Filed2026-05-15

JEPI

J P MORGAN EXCHANGE TRADED F

16.50%

Shares547.5K

Event2026-03-31

Filed2026-05-15

CNC

CENTENE CORP DEL

-0.94%

Shares946.9K

Event2026-03-31

Filed2026-05-15

VLO

VALERO ENERGY CORP

3.47%

Shares125.3K

Event2026-03-31

Filed2026-05-15

CRH PLC

20.25%

Shares292.8K

Event2026-03-31

Filed2026-05-15

CIEN

CIENA CORP

-7.91%

Shares78.5K

Event2026-03-31

Filed2026-05-15

TPR

TAPESTRY INC

5.82%

Shares215.1K

Event2026-03-31

Filed2026-05-15

VSS

VANGUARD INTL EQUITY INDEX F

4.81%

Shares206.1K

Event2026-03-31

Filed2026-05-15

JCPB

J P MORGAN EXCHANGE TRADED F

-26.53%

Shares637.7K

Event2026-03-31

Filed2026-05-15

CGGR

CAPITAL GROUP GROWTH ETF

593.13%

Shares741.5K

Event2026-03-31

Filed2026-05-15

CORT

CORCEPT THERAPEUTICS INC

-3.13%

Shares731.7K

Event2026-03-31

Filed2026-05-15

APD

AIR PRODUCTS AND CHEMICALS I

18.53%

Shares101.5K

Event2026-03-31

Filed2026-05-15

SCHE

SCHWAB STRATEGIC TR

5.16%

Shares887.7K

Event2026-03-31

Filed2026-05-15

BAI

BLACKROCK ETF TRUST

New

Shares890.4K

Event2026-03-31

Filed2026-05-15

BKLN

INVESCO EXCH TRADED FD TR II

13.58%

Shares1.4M

Event2026-03-31

Filed2026-05-15

KROGER CO

-2.20%

Shares401.7K

Event2026-03-31

Filed2026-05-15

VTHR

VANGUARD SCOTTSDALE FDS

8.34%

Shares100.8K

Event2026-03-31

Filed2026-05-15

LECO

LINCOLN ELEC HLDGS INC

-6.39%

Shares116.0K

Event2026-03-31

Filed2026-05-15

GPIX

GOLDMAN SACHS ETF TR

5.38%

Shares575.3K

Event2026-03-31

Filed2026-05-15

ELV

ELEVANCE HEALTH INC FORMERLY

0.94%

Shares96.8K

Event2026-03-31

Filed2026-05-15

SPMO

INVESCO EXCH TRADED FD TR II

3283.74%

Shares252.2K

Event2026-03-31

Filed2026-05-15

AWK

AMERICAN WTR WKS CO INC NEW

2.36%

Shares207.7K

Event2026-03-31

Filed2026-05-15

VDC

VANGUARD WORLD FD

-0.84%

Shares125.0K

Event2026-03-31

Filed2026-05-15

THC

TENET HEALTHCARE CORP

-5.43%

Shares147.7K

Event2026-03-31

Filed2026-05-15

DGRW

WISDOMTREE TR

-5.67%

Shares316.7K

Event2026-03-31

Filed2026-05-15

THRO

BLACKROCK ETF TRUST

New

Shares761.0K

Event2026-03-31

Filed2026-05-15

IGIB

ISHARES TR

-0.02%

Shares517.2K

Event2026-03-31

Filed2026-05-15

MBB

ISHARES TR

59.52%

Shares288.6K

Event2026-03-31

Filed2026-05-15

SLYV

SPDR SERIES TRUST

-1.25%

Shares286.1K

Event2026-03-31

Filed2026-05-15

GWW

WW GRAINGER INC

3.61%

Shares24.7K

Event2026-03-31

Filed2026-05-15

PFF

ISHARES TR

14.54%

Shares886.1K

Event2026-03-31

Filed2026-05-15

EQIX

EQUINIX INC

42.82%

Shares26.9K

Event2026-03-31

Filed2026-05-15

AME

AMETEK INC

4.90%

Shares121.8K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

-46.19%

Shares289.5K

Event2026-03-31

Filed2026-05-15

ETHA

ISHARES ETHEREUM TR

-28.18%

Shares1.6M

Event2026-03-31

Filed2026-05-15

TFC

TRUIST FINL CORP

-7.42%

Shares556.8K

Event2026-03-31

Filed2026-05-15

JCI

JOHNSON CONTROLS INTERNATION

32.17%

Shares195.3K

Event2026-03-31

Filed2026-05-15

ESGV

VANGUARD WORLD FD

-0.25%

Shares227.1K

Event2026-03-31

Filed2026-05-15

JBL

JABIL INC

4.95%

Shares95.9K

Event2026-03-31

Filed2026-05-15

DOV

DOVER CORP

4.04%

Shares121.9K

Event2026-03-31

Filed2026-05-15

CONSOLIDATED EDISON INC

73.91%

Shares224.1K

Event2026-03-31

Filed2026-05-15

CPB

THE CAMPBELLS COMPANY

-57.62%

Shares1.1M

Event2026-03-31

Filed2026-05-15

FCX

FREEPORT MCMORAN INC

24.59%

Shares428.9K

Event2026-03-31

Filed2026-05-15

XLU

SELECT SECTOR SPDR TR

11.81%

Shares549.0K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

8.16%

Shares260.8K

Event2026-03-31

Filed2026-05-15

BP PLC

-21.06%

Shares533.5K

Event2026-03-31

Filed2026-05-15

IUSB

ISHARES TR

847.19%

Shares541.5K

Event2026-03-31

Filed2026-05-15

CEG

CONSTELLATION ENERGY CORP

3.84%

Shares89.3K

Event2026-03-31

Filed2026-05-15

XYZ

BLOCK INC

1.03%

Shares410.5K

Event2026-03-31

Filed2026-05-15

OMC

OMNICOM GROUP INC

58.35%

Shares327.1K

Event2026-03-31

Filed2026-05-15

IQV

IQVIA HLDGS INC

-19.82%

Shares144.1K

Event2026-03-31

Filed2026-05-15

XLC

SELECT SECTOR SPDR TR

13.00%

Shares219.6K

Event2026-03-31

Filed2026-05-15

EME

EMCOR GROUP INC

44.32%

Shares32.9K

Event2026-03-31

Filed2026-05-15

XLY

SELECT SECTOR SPDR TR

-4.43%

Shares221.5K

Event2026-03-31

Filed2026-05-15

BILS

SPDR SERIES TRUST

116.20%

Shares242.2K

Event2026-03-31

Filed2026-05-15

XTEN

BONDBLOXX ETF TRUST

New

Shares525.3K

Event2026-03-31

Filed2026-05-15

BABA

ALIBABA GROUP HLDG LTD

5.63%

Shares191.9K

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN CORP

0.84%

Shares35.1K

Event2026-03-31

Filed2026-05-15

SAP

SAP SE

12.36%

Shares139.8K

Event2026-03-31

Filed2026-05-15

SPIB

SPDR SERIES TRUST

0.21%

Shares712.4K

Event2026-03-31

Filed2026-05-15

EPD

ENTERPRISE PRODS PARTNERS L

28.27%

Shares631.5K

Event2026-03-31

Filed2026-05-15

FLAGSTAR BANK NATIONAL ASSOC

0.88%

Shares1.8M

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

9.82%

Shares417.5K

Event2026-03-31

Filed2026-05-15

SEAGATE TECHNOLOGY HLDNGS PL

9.96%

Shares60.4K

Event2026-03-31

Filed2026-05-15

MCO

MOODYS CORP

34.15%

Shares54.1K

Event2026-03-31

Filed2026-05-15

GEHC

GE HEALTHCARE TECHNOLOGIES I

-8.16%

Shares330.6K

Event2026-03-31

Filed2026-05-15

IJS

ISHARES TR

0.85%

Shares196.1K

Event2026-03-31

Filed2026-05-15

EMXC

ISHARES INC

21.53%

Shares294.9K

Event2026-03-31

Filed2026-05-15

IXUS

ISHARES TR

9.02%

Shares267.5K

Event2026-03-31

Filed2026-05-15

DFIS

DIMENSIONAL ETF TRUST

7.88%

Shares688.4K

Event2026-03-31

Filed2026-05-15

ONON

ON HLDG AG

-20.72%

Shares677.1K

Event2026-03-31

Filed2026-05-15

SPMD

SPDR SERIES TRUST

168.53%

Shares387.5K

Event2026-03-31

Filed2026-05-15

CFG

CITIZENS FINL GROUP INC

11.62%

Shares382.5K

Event2026-03-31

Filed2026-05-15

LABCORP HOLDINGS INC

22.86%

Shares85.1K

Event2026-03-31

Filed2026-05-15

IWO

ISHARES TR

6.57%

Shares72.2K

Event2026-03-31

Filed2026-05-15

PDO

PIMCO DYNAMIC INCOME OPRNTS

New

Shares1.7M

Event2026-03-31

Filed2026-05-15

HALO

HALOZYME THERAPEUTICS INC

-3.07%

Shares349.1K

Event2026-03-31

Filed2026-05-15

XLSR

SSGA ACTIVE TR

New

Shares389.7K

Event2026-03-31

Filed2026-05-15

MAR

MARRIOTT INTL INC NEW

-7.44%

Shares68.7K

Event2026-03-31

Filed2026-05-15

SYY

SYSCO CORP

25.97%

Shares312.9K

Event2026-03-31

Filed2026-05-15

DOLLAR GEN CORP

15.42%

Shares187.7K

Event2026-03-31

Filed2026-05-15

HCA

HCA HEALTHCARE INC

-3.26%

Shares46.9K

Event2026-03-31

Filed2026-05-15

TSCO

TRACTOR SUPPLY CO

-7.55%

Shares488.5K

Event2026-03-31

Filed2026-05-15

PAXS

PIMCO ACCESS INCOME FUND

1432.92%

Shares1.5M

Event2026-03-31

Filed2026-05-15

VHT

VANGUARD WORLD FD

14.52%

Shares81.0K

Event2026-03-31

Filed2026-05-15

PSA

PUBLIC STORAGE OPER CO

-4.51%

Shares81.3K

Event2026-03-31

Filed2026-05-15

NTRA

NATERA INC

-4.82%

Shares109.7K

Event2026-03-31

Filed2026-05-15

AON PLC

42.75%

Shares67.4K

Event2026-03-31

Filed2026-05-15

LMBS

FIRST TR EXCHANGE-TRADED FD

0.15%

Shares435.7K

Event2026-03-31

Filed2026-05-15

VEEV

VEEVA SYS INC

28.91%

Shares123.4K

Event2026-03-31

Filed2026-05-15

CTVA

CORTEVA INC

-1.20%

Shares258.6K

Event2026-03-31

Filed2026-05-15

BLDR

BUILDERS FIRSTSOURCE INC

39.33%

Shares262.6K

Event2026-03-31

Filed2026-05-15

APA CORPORATION

30.58%

Shares509.1K

Event2026-03-31

Filed2026-05-15

IGF

ISHARES TR

17.29%

Shares320.8K

Event2026-03-31

Filed2026-05-15

SPIP

SPDR SERIES TRUST

-1.22%

Shares825.9K

Event2026-03-31

Filed2026-05-15

SHLD

GLOBAL X FDS

New

Shares302.0K

Event2026-03-31

Filed2026-05-15

INCY

INCYTE CORP

0.70%

Shares226.5K

Event2026-03-31

Filed2026-05-15

EXC

EXELON CORP

-2.04%

Shares434.4K

Event2026-03-31

Filed2026-05-15

STERIS PLC

-54.25%

Shares96.0K

Event2026-03-31

Filed2026-05-15

HWM

HOWMET AEROSPACE INC

2.84%

Shares92.0K

Event2026-03-31

Filed2026-05-15

HDV

ISHARES TR

2.30%

Shares156.2K

Event2026-03-31

Filed2026-05-15

ILMN

ILLUMINA INC

-10.58%

Shares171.8K

Event2026-03-31

Filed2026-05-15

CSX

CSX CORP

11.70%

Shares510.9K

Event2026-03-31

Filed2026-05-15

ORLY

OREILLY AUTOMOTIVE INC

-2.31%

Shares226.3K

Event2026-03-31

Filed2026-05-15

TSLX

SIXTH STREET SPECIALTY LENDI

195.24%

Shares1.1M

Event2026-03-31

Filed2026-05-15

VRSN

VERISIGN INC

-14.47%

Shares84.0K

Event2026-03-31

Filed2026-05-15

GIS

GENERAL MILLS INC

41.82%

Shares560.6K

Event2026-03-31

Filed2026-05-15

SPSM

SPDR SERIES TRUST

242.69%

Shares427.8K

Event2026-03-31

Filed2026-05-15

ITT INC

32.64%

Shares107.8K

Event2026-03-31

Filed2026-05-15

PCOR

PROCORE TECHNOLOGIES INC

196.67%

Shares360.2K

Event2026-03-31

Filed2026-05-15

CORPAY INC

68.94%

Shares69.4K

Event2026-03-31

Filed2026-05-15

PEG

PUBLIC SVC ENTERPRISE GROUP

133.96%

Shares248.2K

Event2026-03-31

Filed2026-05-15

TXRH

TEXAS ROADHOUSE INC

-25.80%

Shares121.2K

Event2026-03-31

Filed2026-05-15

DVY

ISHARES TR

2.91%

Shares132.2K

Event2026-03-31

Filed2026-05-15

IWN

ISHARES TR

-9.13%

Shares104.9K

Event2026-03-31

Filed2026-05-15

YUM

YUM BRANDS INC

11.88%

Shares127.8K

Event2026-03-31

Filed2026-05-15

KBWB

INVESCO EXCH TRADED FD TR II

3428.35%

Shares251.1K

Event2026-03-31

Filed2026-05-15

DSI

ISHARES TR

21.59%

Shares163.7K

Event2026-03-31

Filed2026-05-15

ATEC

ALPHATEC HLDGS INC

-0.19%

Shares1.8M

Event2026-03-31

Filed2026-05-15

FNDF

SCHWAB STRATEGIC TR

253.52%

Shares390.4K

Event2026-03-31

Filed2026-05-15

BLCR

BLACKROCK ETF TRUST

New

Shares479.7K

Event2026-03-31

Filed2026-05-15

XEL

XCEL ENERGY INC

-2.62%

Shares246.4K

Event2026-03-31

Filed2026-05-15

LQD

ISHARES TR

39.46%

Shares179.1K

Event2026-03-31

Filed2026-05-15

SNOW

SNOWFLAKE INC

12.93%

Shares128.2K

Event2026-03-31

Filed2026-05-15

MELI

MERCADOLIBRE INC

132.17%

Shares11.1K

Event2026-03-31

Filed2026-05-15

KMB

KIMBERLY-CLARK CORP

-21.96%

Shares199.1K

Event2026-03-31

Filed2026-05-15

TSN

TYSON FOODS INC

19.81%

Shares297.5K

Event2026-03-31

Filed2026-05-15

NBIX

NEUROCRINE BIOSCIENCES INC

8.05%

Shares144.5K

Event2026-03-31

Filed2026-05-15

CMG

CHIPOTLE MEXICAN GRILL INC

-11.58%

Shares590.5K

Event2026-03-31

Filed2026-05-15

FAST

FASTENAL CO

-3.24%

Shares406.4K

Event2026-03-31

Filed2026-05-15

CMF

ISHARES TR

31.75%

Shares331.1K

Event2026-03-31

Filed2026-05-15

FITB

FIFTH THIRD BANCORP

42.91%

Shares401.0K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD SCOTTSDALE FDS

2.91%

Shares225.1K

Event2026-03-31

Filed2026-05-15

WBD

WARNER BROS DISCOVERY INC

290.06%

Shares674.8K

Event2026-03-31

Filed2026-05-15

VSGX

VANGUARD WORLD FD

2.28%

Shares257.4K

Event2026-03-31

Filed2026-05-15

AMT

AMERICAN TOWER CORP

-30.78%

Shares106.7K

Event2026-03-31

Filed2026-05-15

SPOT

SPOTIFY TECHNOLOGY S A

13.66%

Shares37.9K

Event2026-03-31

Filed2026-05-15

EVR

EVERCORE INC

25.56%

Shares61.5K

Event2026-03-31

Filed2026-05-15

PFG

PRINCIPAL FINANCIAL GROUP IN

12.65%

Shares203.3K

Event2026-03-31

Filed2026-05-15

FNDX

SCHWAB STRATEGIC TR

22.56%

Shares649.1K

Event2026-03-31

Filed2026-05-15

ARCC

ARES CAPITAL CORP

23.89%

Shares1.0M

Event2026-03-31

Filed2026-05-15

DAR

DARLING INGREDIENTS INC

55.52%

Shares291.8K

Event2026-03-31

Filed2026-05-15

DSTL

ETF SER SOLUTIONS

-2.06%

Shares311.4K

Event2026-03-31

Filed2026-05-15

KEY

KEYCORP

107.15%

Shares893.8K

Event2026-03-31

Filed2026-05-15

NU HLDGS LTD

3.04%

Shares1.2M

Event2026-03-31

Filed2026-05-15

III

INFORMATION SVCS GROUP INC

2.66%

Shares4.7M

Event2026-03-31

Filed2026-05-15

JLL

JONES LANG LASALLE INC

-4.94%

Shares58.5K

Event2026-03-31

Filed2026-05-15

TXT

TEXTRON INC

-45.15%

Shares203.0K

Event2026-03-31

Filed2026-05-15

ZOOM COMMUNICATIONS INC

-68.60%

Shares221.1K

Event2026-03-31

Filed2026-05-15

EOG

EOG RES INC

37.34%

Shares122.4K

Event2026-03-31

Filed2026-05-15

NKE

NIKE INC

-1.58%

Shares334.9K

Event2026-03-31

Filed2026-05-15

FNDA

SCHWAB STRATEGIC TR

3.76%

Shares542.6K

Event2026-03-31

Filed2026-05-15

AGILENT TECHNOLOGIES INC

66.71%

Shares154.3K

Event2026-03-31

Filed2026-05-15

WMB

WILLIAMS COS INC

-26.99%

Shares240.8K

Event2026-03-31

Filed2026-05-15

MAGS

LISTED FDS TR

-22.89%

Shares302.2K

Event2026-03-31

Filed2026-05-15

JQUA

J P MORGAN EXCHANGE TRADED F

4084.78%

Shares285.2K

Event2026-03-31

Filed2026-05-15

NVO

NOVO-NORDISK A S

-0.86%

Shares474.5K

Event2026-03-31

Filed2026-05-15

BF.B

BROWN FORMAN CORP

8.82%

Shares659.4K

Event2026-03-31

Filed2026-05-15

ANTERO RESOURCES CORP

-3.94%

Shares410.1K

Event2026-03-31

Filed2026-05-15

BKR

BAKER HUGHES COMPANY

11.57%

Shares281.7K

Event2026-03-31

Filed2026-05-15

CURTISS WRIGHT CORP

28.17%

Shares25.2K

Event2026-03-31

Filed2026-05-15

VICI

VICI PPTYS INC

51.89%

Shares626.8K

Event2026-03-31

Filed2026-05-15

BAPR

INNOVATOR ETFS TRUST

6.39%

Shares348.6K

Event2026-03-31

Filed2026-05-15

IVZ

INVESCO LTD

-0.44%

Shares702.1K

Event2026-03-31

Filed2026-05-15

DOW

DOW HLDGS INC

238.09%

Shares409.5K

Event2026-03-31

Filed2026-05-15

JEPQ

J P MORGAN EXCHANGE TRADED F

10.70%

Shares305.9K

Event2026-03-31

Filed2026-05-15

SLV

ISHARES SILVER TR

-17.62%

Shares247.9K

Event2026-03-31

Filed2026-05-15

EDWARDS LIFESCIENCES CORP

-3.48%

Shares209.9K

Event2026-03-31

Filed2026-05-15

RGA

REINSURANCE GROUP AMER INC

13.31%

Shares81.8K

Event2026-03-31

Filed2026-05-15

ESGU

ISHARES TR

21.78%

Shares116.6K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

SPY Call CallSTATE STR SPDR S&P 500 ETF T245.3K shares-0.24%2026-03-312026-05-15

TSLA Call CallTESLA INC12.7K shares-71.52%2026-03-312026-05-15

AMZN Call CallAMAZON COM INC21.3K shares5.45%2026-03-312026-05-15

CRCL Call CallCIRCLE INTERNET GROUP INC30.0K shares-40.00%2026-03-312026-05-15

NVDA Call CallNVIDIA CORPORATION14.5K shares34.26%2026-03-312026-05-15

ARISTA NETWORKS INC Call CallARISTA NETWORKS INC13.8K shares-1.43%2026-03-312026-05-15

EFA Call CallISHARES TR17.4K shares0.00%2026-03-312026-05-15

TSM Call CallTAIWAN SEMICONDUCTOR MANUFAC3.5K sharesnew addition2026-03-312026-05-15

PYPL Call CallPAYPAL HLDGS INC21.0K shares5.00%2026-03-312026-05-15

ALPHABET INC Call CallALPHABET INC3.2K sharesnew addition2026-03-312026-05-15

GS Call CallGOLDMAN SACHS GROUP INC900 sharesnew addition2026-03-312026-05-15

INVESCO QQQ TR Call CallINVESCO QQQ TR1.1K sharesnew addition2026-03-312026-05-15

AMD Call CallADVANCED MICRO DEVICES INC3.3K sharesnew addition2026-03-312026-05-15

LAM RESEARCH CORP Call CallLAM RESEARCH CORP3.1K sharesnew addition2026-03-312026-05-15

MSTR Call CallSTRATEGY INC5.0K shares-83.33%2026-03-312026-05-15

MU Call CallMICRON TECHNOLOGY INC1.8K sharesnew addition2026-03-312026-05-15

JPM Call CallJPMORGAN CHASE & CO2.0K sharesnew addition2026-03-312026-05-15

EWJ Call CallISHARES INC6.0K sharesnew addition2026-03-312026-05-15

IBIT Call CallISHARES BITCOIN TRUST ETF13.1K sharesnew addition2026-03-312026-05-15

AAPL Call CallAPPLE INC1.9K sharesnew addition2026-03-312026-05-15

BABA Call CallALIBABA GROUP HLDG LTD2.7K sharesnew addition2026-03-312026-05-15

BROADCOM INC Call CallBROADCOM INC1.0K sharesnew addition2026-03-312026-05-15

LLY Call CallELI LILLY & CO300 sharesnew addition2026-03-312026-05-15

ORCL Call CallORACLE CORP1.5K sharesnew addition2026-03-312026-05-15

FTI Call CallTECHNIPFMC PLC3.0K sharesnew addition2026-03-312026-05-15

APP Call CallAPPLOVIN CORP500 sharesnew addition2026-03-312026-05-15

META Call CallMETA PLATFORMS INC300 sharesnew addition2026-03-312026-05-15

XOM Call CallEXXON MOBIL CORP1.0K sharesnew addition2026-03-312026-05-15

MS Call CallMORGAN STANLEY1.0K sharesnew addition2026-03-312026-05-15

MARVELL TECHNOLOGY INC Call CallMARVELL TECHNOLOGY INC1.6K sharesnew addition2026-03-312026-05-15

CRWD Call CallCROWDSTRIKE HLDGS INC400 sharesnew addition2026-03-312026-05-15

BAC Call CallBANK AMERICA CORP3.0K sharesnew addition2026-03-312026-05-15

ASML Call CallASML HLDG NV100 sharesnew addition2026-03-312026-05-15

APH Call CallAMPHENOL CORP1.0K sharesnew addition2026-03-312026-05-15

IWM Call CallISHARES TR500 sharesnew addition2026-03-312026-05-15

IBM Call CallINTERNATIONAL BUSINESS MACHS500 sharesnew addition2026-03-312026-05-15

FCX Call CallFREEPORT MCMORAN INC2.0K sharesnew addition2026-03-312026-05-15

CITIGROUP INC Call CallCITIGROUP INC1.0K sharesnew addition2026-03-312026-05-15

MSFT Call CallMICROSOFT CORP300 sharesnew addition2026-03-312026-05-15

PWR Call CallQUANTA SVCS INC200 sharesnew addition2026-03-312026-05-15

AMGN Call CallAMGEN INC300 sharesnew addition2026-03-312026-05-15

NOW Call CallSERVICENOW INC900 sharesnew addition2026-03-312026-05-15

NVMI Call CallNOVA LTD200 sharesnew addition2026-03-312026-05-15

WFC Call CallWELLS FARGO & CO1.0K sharesnew addition2026-03-312026-05-15

TLT Call CallISHARES TR900 sharesnew addition2026-03-312026-05-15

APOLLO GLOBAL MGMT INC Call CallAPOLLO GLOBAL MGMT INC700 sharesnew addition2026-03-312026-05-15

PLTR Call CallPALANTIR TECHNOLOGIES INC500 sharesnew addition2026-03-312026-05-15

CRUS Call CallCIRRUS LOGIC INC500 sharesnew addition2026-03-312026-05-15

INTC Call CallINTEL CORP1.5K sharesnew addition2026-03-312026-05-15

HD Call CallHOME DEPOT INC200 sharesnew addition2026-03-312026-05-15

IWO Call CallISHARES TR200 sharesnew addition2026-03-312026-05-15

ONTO Call CallONTO INNOVATION INC300 sharesnew addition2026-03-312026-05-15

NFLX Call CallNETFLIX INC.600 sharesnew addition2026-03-312026-05-15

UBER Call CallUBER TECHNOLOGIES INC800 sharesnew addition2026-03-312026-05-15

BLACKSTONE INC Call CallBLACKSTONE INC500 sharesnew addition2026-03-312026-05-15

TTD Call CallTHE TRADE DESK INC2.5K sharesnew addition2026-03-312026-05-15

CELESTICA INC Call CallCELESTICA INC200 sharesnew addition2026-03-312026-05-15

ZS Call CallZSCALER INC400 sharesnew addition2026-03-312026-05-15

PANW Call CallPALO ALTO NETWORKS INC300 sharesnew addition2026-03-312026-05-15

CRDO Call CallCREDO TECHNOLOGY GROUP HOLDI500 sharesnew addition2026-03-312026-05-15

MKSI Call CallMKS INC.200 sharesnew addition2026-03-312026-05-15

GFS Call CallGLOBALFOUNDRIES INC1.0K sharesnew addition2026-03-312026-05-15

ALPHABET INC Call CallALPHABET INC100 sharesnew addition2026-03-312026-05-15

HOOD Call CallROBINHOOD MKTS INC400 sharesnew addition2026-03-312026-05-15

WDC Call CallWESTERN DIGITAL CORP100 sharesnew addition2026-03-312026-05-15

RDDT Call CallREDDIT INC200 sharesnew addition2026-03-312026-05-15

RBRK Call CallRUBRIK INC.500 sharesnew addition2026-03-312026-05-15

SOFI Call CallSOFI TECHNOLOGIES INC1.5K sharesnew addition2026-03-312026-05-15

ONON Call CallON HLDG AG700 sharesnew addition2026-03-312026-05-15

VALE Call CallVALE S A1.3K sharesnew addition2026-03-312026-05-15

ETHA Call CallISHARES ETHEREUM TR1.2K sharesnew addition2026-03-312026-05-15

CRM Call CallSALESFORCE INC100 sharesnew addition2026-03-312026-05-15

CAVA Call CallCAVA GROUP INC200 sharesnew addition2026-03-312026-05-15

ET Call CallENERGY TRANSFER L P700 sharesnew addition2026-03-312026-05-15

TOST Call CallTOAST INC500 sharesnew addition2026-03-312026-05-15

OXY Call CallOCCIDENTAL PETE CORP200 sharesnew addition2026-03-312026-05-15

FHN Call CallFIRST HORIZON CORPORATION500 sharesnew addition2026-03-312026-05-15

ARES Call CallARES MANAGEMENT CORPORATION100 sharesnew addition2026-03-312026-05-15

NBIS Call CallNEBIUS GROUP N.V.100 sharesnew addition2026-03-312026-05-15

IVZ Call CallINVESCO LTD400 sharesnew addition2026-03-312026-05-15

UWMC Call CallUWM HOLDINGS CORPORATION2.5K sharesnew addition2026-03-312026-05-15

ASTS Call CallAST SPACEMOBILE INC100 sharesnew addition2026-03-312026-05-15

LYB Call CallLYONDELLBASELL INDUSTRIES NV100 sharesnew addition2026-03-312026-05-15

SLV Call CallISHARES SILVER TR100 sharesnew addition2026-03-312026-05-15

ROCKET LAB CORP Call CallROCKET LAB CORP100 sharesnew addition2026-03-312026-05-15

CNH Call CallCNH INDL N V500 sharesnew addition2026-03-312026-05-15

NOK Call CallNOKIA CORP600 sharesnew addition2026-03-312026-05-15

PTON Call CallPELOTON INTERACTIVE INC1.0K sharesnew addition2026-03-312026-05-15

CLF Call CallCLEVELAND-CLIFFS INC NEW500 sharesnew addition2026-03-312026-05-15

PINS Call CallPINTEREST INC200 sharesnew addition2026-03-312026-05-15

AAL Call CallAMERICAN AIRLINES GROUP INC300 sharesnew addition2026-03-312026-05-15

CAG Call CallCONAGRA BRANDS INC200 sharesnew addition2026-03-312026-05-15

SFIX Call CallSTITCH FIX INC500 sharesnew addition2026-03-312026-05-15

OPEN Call CallOPENDOOR TECHNOLOGIES INC200 sharesnew addition2026-03-312026-05-15

SABR Call CallSABRE CORP500 sharesnew addition2026-03-312026-05-15

SPY Call

STATE STR SPDR S&P 500 ETF T

-0.24%

Shares245.3K

Event2026-03-31

Filed2026-05-15

TSLA Call

TESLA INC

-71.52%

Shares12.7K

Event2026-03-31

Filed2026-05-15

AMZN Call

AMAZON COM INC

5.45%

Shares21.3K

Event2026-03-31

Filed2026-05-15

CRCL Call

CIRCLE INTERNET GROUP INC

-40.00%

Shares30.0K

Event2026-03-31

Filed2026-05-15

NVDA Call

NVIDIA CORPORATION

34.26%

Shares14.5K

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC Call

ARISTA NETWORKS INC

-1.43%

Shares13.8K

Event2026-03-31

Filed2026-05-15

EFA Call

ISHARES TR

0.00%

Shares17.4K

Event2026-03-31

Filed2026-05-15

TSM Call

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares3.5K

Event2026-03-31

Filed2026-05-15

PYPL Call

PAYPAL HLDGS INC

5.00%

Shares21.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC Call

ALPHABET INC

New

Shares3.2K

Event2026-03-31

Filed2026-05-15

GS Call

GOLDMAN SACHS GROUP INC

New

Shares900

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR Call

INVESCO QQQ TR

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

AMD Call

ADVANCED MICRO DEVICES INC

New

Shares3.3K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP Call

LAM RESEARCH CORP

New

Shares3.1K

Event2026-03-31

Filed2026-05-15

MSTR Call

STRATEGY INC

-83.33%

Shares5.0K

Event2026-03-31

Filed2026-05-15

MU Call

MICRON TECHNOLOGY INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-15

JPM Call

JPMORGAN CHASE & CO

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

EWJ Call

ISHARES INC

New

Shares6.0K

Event2026-03-31

Filed2026-05-15

IBIT Call

ISHARES BITCOIN TRUST ETF

New

Shares13.1K

Event2026-03-31

Filed2026-05-15

AAPL Call

APPLE INC

New

Shares1.9K

Event2026-03-31

Filed2026-05-15

BABA Call

ALIBABA GROUP HLDG LTD

New

Shares2.7K

Event2026-03-31

Filed2026-05-15

BROADCOM INC Call

BROADCOM INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

LLY Call

ELI LILLY & CO

New

Shares300

Event2026-03-31

Filed2026-05-15

ORCL Call

ORACLE CORP

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

FTI Call

TECHNIPFMC PLC

New

Shares3.0K

Event2026-03-31

Filed2026-05-15

APP Call

APPLOVIN CORP

New

Shares500

Event2026-03-31

Filed2026-05-15

META Call

META PLATFORMS INC

New

Shares300

Event2026-03-31

Filed2026-05-15

XOM Call

EXXON MOBIL CORP

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

MS Call

MORGAN STANLEY

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

MARVELL TECHNOLOGY INC Call

MARVELL TECHNOLOGY INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-15

CRWD Call

CROWDSTRIKE HLDGS INC

New

Shares400

Event2026-03-31

Filed2026-05-15

BAC Call

BANK AMERICA CORP

New

Shares3.0K

Event2026-03-31

Filed2026-05-15

ASML Call

ASML HLDG NV

New

Shares100

Event2026-03-31

Filed2026-05-15

APH Call

AMPHENOL CORP

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

IWM Call

ISHARES TR

New

Shares500

Event2026-03-31

Filed2026-05-15

IBM Call

INTERNATIONAL BUSINESS MACHS

New

Shares500

Event2026-03-31

Filed2026-05-15

FCX Call

FREEPORT MCMORAN INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

CITIGROUP INC Call

CITIGROUP INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

MSFT Call

MICROSOFT CORP

New

Shares300

Event2026-03-31

Filed2026-05-15

PWR Call

QUANTA SVCS INC

New

Shares200

Event2026-03-31

Filed2026-05-15

AMGN Call

AMGEN INC

New

Shares300

Event2026-03-31

Filed2026-05-15

NOW Call

SERVICENOW INC

New

Shares900

Event2026-03-31

Filed2026-05-15

NVMI Call

NOVA LTD

New

Shares200

Event2026-03-31

Filed2026-05-15

WFC Call

WELLS FARGO & CO

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

TLT Call

ISHARES TR

New

Shares900

Event2026-03-31

Filed2026-05-15

APOLLO GLOBAL MGMT INC Call

APOLLO GLOBAL MGMT INC

New

Shares700

Event2026-03-31

Filed2026-05-15

PLTR Call

PALANTIR TECHNOLOGIES INC

New

Shares500

Event2026-03-31

Filed2026-05-15

CRUS Call

CIRRUS LOGIC INC

New

Shares500

Event2026-03-31

Filed2026-05-15

INTC Call

INTEL CORP

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

HD Call

HOME DEPOT INC

New

Shares200

Event2026-03-31

Filed2026-05-15

IWO Call

ISHARES TR

New

Shares200

Event2026-03-31

Filed2026-05-15

ONTO Call

ONTO INNOVATION INC

New

Shares300

Event2026-03-31

Filed2026-05-15

NFLX Call

NETFLIX INC.

New

Shares600

Event2026-03-31

Filed2026-05-15

UBER Call

UBER TECHNOLOGIES INC

New

Shares800

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC Call

BLACKSTONE INC

New

Shares500

Event2026-03-31

Filed2026-05-15

TTD Call

THE TRADE DESK INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

CELESTICA INC Call

CELESTICA INC

New

Shares200

Event2026-03-31

Filed2026-05-15

ZS Call

ZSCALER INC

New

Shares400

Event2026-03-31

Filed2026-05-15

PANW Call

PALO ALTO NETWORKS INC

New

Shares300

Event2026-03-31

Filed2026-05-15

CRDO Call

CREDO TECHNOLOGY GROUP HOLDI

New

Shares500

Event2026-03-31

Filed2026-05-15

MKSI Call

MKS INC.

New

Shares200

Event2026-03-31

Filed2026-05-15

GFS Call

GLOBALFOUNDRIES INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC Call

ALPHABET INC

New

Shares100

Event2026-03-31

Filed2026-05-15

HOOD Call

ROBINHOOD MKTS INC

New

Shares400

Event2026-03-31

Filed2026-05-15

WDC Call

WESTERN DIGITAL CORP

New

Shares100

Event2026-03-31

Filed2026-05-15

RDDT Call

REDDIT INC

New

Shares200

Event2026-03-31

Filed2026-05-15

RBRK Call

RUBRIK INC.

New

Shares500

Event2026-03-31

Filed2026-05-15

SOFI Call

SOFI TECHNOLOGIES INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

ONON Call

ON HLDG AG

New

Shares700

Event2026-03-31

Filed2026-05-15

VALE Call

VALE S A

New

Shares1.3K

Event2026-03-31

Filed2026-05-15

ETHA Call

ISHARES ETHEREUM TR

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

CRM Call

SALESFORCE INC

New

Shares100

Event2026-03-31

Filed2026-05-15

CAVA Call

CAVA GROUP INC

New

Shares200

Event2026-03-31

Filed2026-05-15

ET Call

ENERGY TRANSFER L P

New

Shares700

Event2026-03-31

Filed2026-05-15

TOST Call

TOAST INC

New

Shares500

Event2026-03-31

Filed2026-05-15

OXY Call

OCCIDENTAL PETE CORP

New

Shares200

Event2026-03-31

Filed2026-05-15

FHN Call

FIRST HORIZON CORPORATION

New

Shares500

Event2026-03-31

Filed2026-05-15

ARES Call

ARES MANAGEMENT CORPORATION

New

Shares100

Event2026-03-31

Filed2026-05-15

NBIS Call

NEBIUS GROUP N.V.

New

Shares100

Event2026-03-31

Filed2026-05-15

IVZ Call

INVESCO LTD

New

Shares400

Event2026-03-31

Filed2026-05-15

UWMC Call

UWM HOLDINGS CORPORATION

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

ASTS Call

AST SPACEMOBILE INC

New

Shares100

Event2026-03-31

Filed2026-05-15

LYB Call

LYONDELLBASELL INDUSTRIES NV

New

Shares100

Event2026-03-31

Filed2026-05-15

SLV Call

ISHARES SILVER TR

New

Shares100

Event2026-03-31

Filed2026-05-15

ROCKET LAB CORP Call

ROCKET LAB CORP

New

Shares100

Event2026-03-31

Filed2026-05-15

CNH Call

CNH INDL N V

New

Shares500

Event2026-03-31

Filed2026-05-15

NOK Call

NOKIA CORP

New

Shares600

Event2026-03-31

Filed2026-05-15

PTON Call

PELOTON INTERACTIVE INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

CLF Call

CLEVELAND-CLIFFS INC NEW

New

Shares500

Event2026-03-31

Filed2026-05-15

PINS Call

PINTEREST INC

New

Shares200

Event2026-03-31

Filed2026-05-15

AAL Call

AMERICAN AIRLINES GROUP INC

New

Shares300

Event2026-03-31

Filed2026-05-15

CAG Call

CONAGRA BRANDS INC

New

Shares200

Event2026-03-31

Filed2026-05-15

SFIX Call

STITCH FIX INC

New

Shares500

Event2026-03-31

Filed2026-05-15

OPEN Call

OPENDOOR TECHNOLOGIES INC

New

Shares200

Event2026-03-31

Filed2026-05-15

SABR Call

SABRE CORP

New

Shares500

Event2026-03-31

Filed2026-05-15

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR166.1K sharesnew addition2026-03-312026-05-15

AAPL Put PutAPPLE INC80.8K shares4.12%2026-03-312026-05-15

NVDA Put PutNVIDIA CORPORATION50.8K shares-15.47%2026-03-312026-05-15

NFLX Put PutNETFLIX INC.42.0K shares-13.04%2026-03-312026-05-15

EATON CORP PLC Put PutEATON CORP PLC11.2K shares-31.29%2026-03-312026-05-15

MSFT Put PutMICROSOFT CORP8.7K sharesnew addition2026-03-312026-05-15

META Put PutMETA PLATFORMS INC3.8K shares0.00%2026-03-312026-05-15

GE AEROSPACE Put PutGE AEROSPACE7.1K sharesnew addition2026-03-312026-05-15

BROADCOM INC Put PutBROADCOM INC6.0K sharesnew addition2026-03-312026-05-15

ABBV Put PutABBVIE INC8.2K sharesnew addition2026-03-312026-05-15

ALPHABET INC Put PutALPHABET INC5.5K sharesnew addition2026-03-312026-05-15

LOW Put PutLOWES COS INC6.5K sharesnew addition2026-03-312026-05-15

SPY Put PutSTATE STR SPDR S&P 500 ETF T2.0K sharesnew addition2026-03-312026-05-15

RTX Put PutRTX CORPORATION6.0K sharesnew addition2026-03-312026-05-15

AMZN Put PutAMAZON COM INC5.0K sharesnew addition2026-03-312026-05-15

PG Put PutPROCTER & GAMBLE CO6.8K sharesnew addition2026-03-312026-05-15

WMT Put PutWALMART INC7.5K sharesnew addition2026-03-312026-05-15

TSLA Put PutTESLA INC2.5K sharesnew addition2026-03-312026-05-15

ABT Put PutABBOTT LABORATORIES8.8K sharesnew addition2026-03-312026-05-15

UPS Put PutUNITED PARCEL SVCS INC8.0K sharesnew addition2026-03-312026-05-15

CAT Put PutCATERPILLAR INC1.0K sharesnew addition2026-03-312026-05-15

NVO Put PutNOVO-NORDISK A S18.4K shares0.00%2026-03-312026-05-15

PGR Put PutPROGRESSIVE CORP3.0K sharesnew addition2026-03-312026-05-15

CRH PLC Put PutCRH PLC5.0K sharesnew addition2026-03-312026-05-15

V Put PutVISA INC1.5K sharesnew addition2026-03-312026-05-15

JPM Put PutJPMORGAN CHASE & CO1.5K sharesnew addition2026-03-312026-05-15

ASML Put PutASML HLDG NV300 sharesnew addition2026-03-312026-05-15

LDOS Put PutLEIDOS HOLDINGS INC2.5K sharesnew addition2026-03-312026-05-15

UNH Put PutUNITEDHEALTH GROUP INC1.4K sharesnew addition2026-03-312026-05-15

JNJ Put PutJOHNSON & JOHNSON1.5K sharesnew addition2026-03-312026-05-15

WM Put PutWASTE MGMT INC DEL1.5K sharesnew addition2026-03-312026-05-15

XOM Put PutEXXON MOBIL CORP2.0K sharesnew addition2026-03-312026-05-15

AMD Put PutADVANCED MICRO DEVICES INC1.5K sharesnew addition2026-03-312026-05-15

DE Put PutDEERE & CO500 sharesnew addition2026-03-312026-05-15

SNPS Put PutSYNOPSYS INC700 sharesnew addition2026-03-312026-05-15

GEV Put PutGE VERNOVA INC300 sharesnew addition2026-03-312026-05-15

TSM Put PutTAIWAN SEMICONDUCTOR MANUFAC700 sharesnew addition2026-03-312026-05-15

SLV Put PutISHARES SILVER TR3.4K sharesnew addition2026-03-312026-05-15

ECL Put PutECOLAB INC600 sharesnew addition2026-03-312026-05-15

MCD Put PutMCDONALDS CORP500 sharesnew addition2026-03-312026-05-15

ALPHABET INC Put PutALPHABET INC300 sharesnew addition2026-03-312026-05-15

USO Put PutUNITED STS OIL FD LP500 sharesnew addition2026-03-312026-05-15

LOAR Put PutLOAR HOLDINGS INC1.0K sharesnew addition2026-03-312026-05-15

IWM Put PutISHARES TR100 sharesnew addition2026-03-312026-05-15

GLW Put PutCORNING INC100 sharesnew addition2026-03-312026-05-15

SUPER MICRO COMPUTER INC Put PutSUPER MICRO COMPUTER INC500 sharesnew addition2026-03-312026-05-15

UPWK Put PutUPWORK INC100 sharesnew addition2026-03-312026-05-15

INVESCO QQQ TR Put

INVESCO QQQ TR

New

Shares166.1K

Event2026-03-31

Filed2026-05-15

AAPL Put

APPLE INC

4.12%

Shares80.8K

Event2026-03-31

Filed2026-05-15

NVDA Put

NVIDIA CORPORATION

-15.47%

Shares50.8K

Event2026-03-31

Filed2026-05-15

NFLX Put

NETFLIX INC.

-13.04%

Shares42.0K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC Put

EATON CORP PLC

-31.29%

Shares11.2K

Event2026-03-31

Filed2026-05-15

MSFT Put

MICROSOFT CORP

New

Shares8.7K

Event2026-03-31

Filed2026-05-15

META Put

META PLATFORMS INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE Put

GE AEROSPACE

New

Shares7.1K

Event2026-03-31

Filed2026-05-15

BROADCOM INC Put

BROADCOM INC

New

Shares6.0K

Event2026-03-31

Filed2026-05-15

ABBV Put

ABBVIE INC

New

Shares8.2K

Event2026-03-31

Filed2026-05-15

ALPHABET INC Put

ALPHABET INC

New

Shares5.5K

Event2026-03-31

Filed2026-05-15

LOW Put

LOWES COS INC

New

Shares6.5K

Event2026-03-31

Filed2026-05-15

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

RTX Put

RTX CORPORATION

New

Shares6.0K

Event2026-03-31

Filed2026-05-15

AMZN Put

AMAZON COM INC

New

Shares5.0K

Event2026-03-31

Filed2026-05-15

PG Put

PROCTER & GAMBLE CO

New

Shares6.8K

Event2026-03-31

Filed2026-05-15

WMT Put

WALMART INC

New

Shares7.5K

Event2026-03-31

Filed2026-05-15

TSLA Put

TESLA INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

ABT Put

ABBOTT LABORATORIES

New

Shares8.8K

Event2026-03-31

Filed2026-05-15

UPS Put

UNITED PARCEL SVCS INC

New

Shares8.0K

Event2026-03-31

Filed2026-05-15

CAT Put

CATERPILLAR INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

NVO Put

NOVO-NORDISK A S

0.00%

Shares18.4K

Event2026-03-31

Filed2026-05-15

PGR Put

PROGRESSIVE CORP

New

Shares3.0K

Event2026-03-31

Filed2026-05-15

CRH PLC Put

CRH PLC

New

Shares5.0K

Event2026-03-31

Filed2026-05-15

V Put

VISA INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

JPM Put

JPMORGAN CHASE & CO

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

ASML Put

ASML HLDG NV

New

Shares300

Event2026-03-31

Filed2026-05-15

LDOS Put

LEIDOS HOLDINGS INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

UNH Put

UNITEDHEALTH GROUP INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-15

JNJ Put

JOHNSON & JOHNSON

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

WM Put

WASTE MGMT INC DEL

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

XOM Put

EXXON MOBIL CORP

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

AMD Put

ADVANCED MICRO DEVICES INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

DE Put

DEERE & CO

New

Shares500

Event2026-03-31

Filed2026-05-15

SNPS Put

SYNOPSYS INC

New

Shares700

Event2026-03-31

Filed2026-05-15

GEV Put

GE VERNOVA INC

New

Shares300

Event2026-03-31

Filed2026-05-15

TSM Put

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares700

Event2026-03-31

Filed2026-05-15

SLV Put

ISHARES SILVER TR

New

Shares3.4K

Event2026-03-31

Filed2026-05-15

ECL Put

ECOLAB INC

New

Shares600

Event2026-03-31

Filed2026-05-15

MCD Put

MCDONALDS CORP

New

Shares500

Event2026-03-31

Filed2026-05-15

ALPHABET INC Put

ALPHABET INC

New

Shares300

Event2026-03-31

Filed2026-05-15

USO Put

UNITED STS OIL FD LP

New

Shares500

Event2026-03-31

Filed2026-05-15

LOAR Put

LOAR HOLDINGS INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

IWM Put

ISHARES TR

New

Shares100

Event2026-03-31

Filed2026-05-15

GLW Put

CORNING INC

New

Shares100

Event2026-03-31

Filed2026-05-15

SUPER MICRO COMPUTER INC Put

SUPER MICRO COMPUTER INC

New

Shares500

Event2026-03-31

Filed2026-05-15

UPWK Put

UPWORK INC

New

Shares100

Event2026-03-31

Filed2026-05-15