Sponsored

The Analysis of CERTUITY, LLC's Holdings & P&L

Currently, CERTUITY, LLC holds 656 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in IJR (+49.3K shares, valued at $6.1M), SCHG (+209.9K shares, valued at $6.1M), WTV (+64.5K shares, valued at $6.1M); decreased their positions in AAPL (-946.5K shares, valued at $239.9M), N/A (-755.8K shares, valued at $216.8M), NVDA (-675.1K shares, valued at $117.5M); initiated new positions in VGSH (+20.5K shares, valued at $1.2M), N/A (+10.9K shares, valued at $1.0M), BBAX (+14.8K shares, valued at $877.9K).

1M P&L

+133.9M+7.76%

3M P&L

+137.3M+7.97%

HY P&L

+239.5M+14.78%

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/A321.2M

26.2%

2Semiconductors149.2M

12.2%

3Credit Services146.1M

11.9%

Top Industries by Stock Count

1N/A127 stocks

23.3%

2Software - Application25 stocks

4.6%

3Semiconductors14 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CITIGROUP INC COM NEW CITIGROUP INC COM NEW846.7K shares0.25%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC COM270.7K shares0.34%2026-03-312026-05-11

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF112.5K shares-0.47%2026-03-312026-05-11

AAPL APPLE INC215.1K shares-81.48%2026-03-312026-05-11

GENERAL ELECTRIC CO COM GENERAL ELECTRIC CO COM185.5K shares0.26%2026-03-312026-05-11

OMF ONEMAIN HLDGS INC COM931.7K shares-51.75%2026-03-312026-05-11

NVDA NVIDIA CORP COM276.5K shares-70.94%2026-03-312026-05-11

IVV ISHARES CORE S&P 500 ETF70.8K shares6.78%2026-03-312026-05-11

Sponsored

MS MORGAN STANLEY COM NEW205.1K shares0.32%2026-03-312026-05-11

NEW YORK CMNTY BANCORP INC COM NEW YORK CMNTY BANCORP INC COM2.1M shares0.00%2026-03-312026-05-11

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF950.7K shares28.33%2026-03-312026-05-11

WFC WELLS FARGO CO NEW COM312.8K shares0.21%2026-03-312026-05-11

BAC BK OF AMERICA CORP COM504.8K shares0.52%2026-03-312026-05-11

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A80.4K shares0.15%2026-03-312026-05-11

PNC PNC FINL SVCS GROUP INC COM102.3K shares0.23%2026-03-312026-05-11

MSFT MICROSOFT CORP COM56.1K shares0.77%2026-03-312026-05-11

Sponsored

INVESCO QQQ TRUST INVESCO QQQ TRUST34.7K shares-17.81%2026-03-312026-05-11

AMZN AMAZON.COM INC COM92.2K shares2.91%2026-03-312026-05-11

XOM EXXON MOBIL CORP COM104.6K shares1.20%2026-03-312026-05-11

NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND271.4K shares0.00%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC COM321.9K shares-0.25%2026-03-312026-05-11

F FORD MTR CO DEL COM1.4M shares0.03%2026-03-312026-05-11

IJR ISHARES S&P SMALL-CAP FUND123.8K shares66.11%2026-03-312026-05-11

SPY SPDR S&P 500 ETF23.1K shares-9.02%2026-03-312026-05-11

Sponsored

FCX FREEPORT-MCMORAN INC CL B254.5K shares0.27%2026-03-312026-05-11

INTC INTEL CORP COM326.2K shares0.72%2026-03-312026-05-11

META META PLATFORMS INC CL A21.6K shares1.68%2026-03-312026-05-11

IWD ISHARES RUSSELL 1000 VALUE ETF56.1K shares-15.04%2026-03-312026-05-11

VEA VANGUARD FTSE DEVELOPED MARKETS ETF184.1K shares76.56%2026-03-312026-05-11

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C39.0K shares-95.09%2026-03-312026-05-11

VTI VANGUARD TOTAL STOCK MARKET INDEX FUND34.6K shares-3.44%2026-03-312026-05-11

DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN204.4K shares0.00%2026-03-312026-05-11

Sponsored

DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND104.2K shares-19.80%2026-03-312026-05-11

BA BOEING CO COM44.4K shares0.90%2026-03-312026-05-11

WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST92.3K shares231.99%2026-03-312026-05-11

T AT&T INC COM294.3K shares0.39%2026-03-312026-05-11

IYW ISHARES U.S. TECHNOLOGY ETF46.0K shares-0.72%2026-03-312026-05-11

VWO VANGUARD FTSE EMERGING MARKETS ETF149.3K shares248.83%2026-03-312026-05-11

BMY BRISTOL-MYERS SQUIBB CO COM117.1K shares-2.64%2026-03-312026-05-11

PHYS SPROTT PHYSICAL GOLD TRUST UNIT196.6K shares0.00%2026-03-312026-05-11

Sponsored

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW14.5K shares17.64%2026-03-312026-05-11

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF221.6K shares84.54%2026-03-312026-05-11

BIL SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF73.7K shares28.28%2026-03-312026-05-11

EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND149.8K shares192.56%2026-03-312026-05-11

OBDC OWL ROCK CAPITAL CORPORATION COM580.8K shares-9.30%2026-03-312026-05-11

TSLA TESLA INC COM17.2K shares2.07%2026-03-312026-05-11

DOW DOW INC COM151.8K shares0.18%2026-03-312026-05-11

IWF ISHARES RUSSELL 1000 GROWTH ETF14.4K shares-20.77%2026-03-312026-05-11

Sponsored

BROADCOM INC COM BROADCOM INC COM18.9K shares-3.89%2026-03-312026-05-11

PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR250.0K shares0.00%2026-03-312026-05-11

XLV HEALTH CARE SELECT SECTOR SPDR FUND33.5K shares26.19%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO COM16.6K shares-11.07%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC COM30.3K shares-9.80%2026-03-312026-05-11

CVX CHEVRON CORP NEW COM22.7K shares3.03%2026-03-312026-05-11

LAM RESEARCH CORP COM LAM RESEARCH CORP COM22.0K shares5.28%2026-03-312026-05-11

UBER UBER TECHNOLOGIES INC COM64.4K shares-5.24%2026-03-312026-05-11

Sponsored

ABR ARBOR REALTY TRUST INC COM600.0K shares0.00%2026-03-312026-05-11

V VISA INC14.4K shares16.41%2026-03-312026-05-11

GLD SPDR GOLD SHARES10.0K shares0.70%2026-03-312026-05-11

TYG TORTOISE ENERGY INFRA CORP COM85.0K shares0.00%2026-03-312026-05-11

PFE PFIZER INC148.0K shares-0.86%2026-03-312026-05-11

SPYM SPDR PORTFOLIO S&P 500 ETF53.8K shares11.64%2026-03-312026-05-11

IWM ISHARES RUSSELL 2000 ETF16.4K shares-30.91%2026-03-312026-05-11

ARISTA NETWORKS INC COM ARISTA NETWORKS INC COM33.0K shares-7.82%2026-03-312026-05-11

Sponsored

VIOO VANGUARD S&P SMALL-CAP 600 ETF34.8K shares0.06%2026-03-312026-05-11

VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND5.6K shares-5.41%2026-03-312026-05-11

WMT WALMART INC COM31.3K shares-1.30%2026-03-312026-05-11

CSCO CISCO SYS INC COM49.6K shares-13.26%2026-03-312026-05-11

IWV ISHARES RUSSELL 3000 ETF10.3K shares0.16%2026-03-312026-05-11

ACWX ISHARES MSCI ACWI EX US INDEX FUND54.6K shares0.00%2026-03-312026-05-11

IEFA ISHARES CORE MSCI EAFE ETF41.0K shares-6.81%2026-03-312026-05-11

MA MASTERCARD INC CL A7.4K shares6.63%2026-03-312026-05-11

Sponsored

JNJ JOHNSON & JOHNSON COM14.9K shares-1.44%2026-03-312026-05-11

BITMINE IMMERSION TECHS INC COM NEW BITMINE IMMERSION TECHS INC COM NEW180.7K shares0.00%2026-03-312026-05-11

CAT CATERPILLAR INC DEL COM4.9K shares-4.53%2026-03-312026-05-11

NFLX NETFLIX INC COM35.0K shares1.03%2026-03-312026-05-11

RIVN RIVIAN AUTOMOTIVE INC COM CL A214.1K shares3.02%2026-03-312026-05-11

MERCK & CO. INC COM MERCK & CO. INC COM25.9K shares19.64%2026-03-312026-05-11

SHOP SHOPIFY INC CL A24.3K shares3.98%2026-03-312026-05-11

IWB ISHARES RUSSELL 1000 ETF8.0K shares0.01%2026-03-312026-05-11

Sponsored

ABBV ABBVIE INC12.7K shares5.26%2026-03-312026-05-11

RF REGIONS FINANCIAL CORP NEW COM105.1K shares1.97%2026-03-312026-05-11

VRTX VERTEX PHARMACEUTICALS INC COM5.9K shares-7.92%2026-03-312026-05-11

SCHF SCHWAB INTERNATIONAL EQUITY ETF106.5K shares0.00%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC CL A17.9K shares6.01%2026-03-312026-05-11

TPL TEXAS PACIFIC LAND CORPORATION COM5.5K shares70.00%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC COM12.0K shares7.55%2026-03-312026-05-11

VGK VANGUARD FTSE EUROPE ETF29.0K shares1.75%2026-03-312026-05-11

Sponsored

DBJP X-TRACKERS MSCI JAPAN HEDGED EQUITY ETF23.5K shares0.00%2026-03-312026-05-11

SYF SYNCHRONY FINANCIAL COM34.9K shares0.12%2026-03-312026-05-11

KO COCA COLA CO COM30.7K shares0.24%2026-03-312026-05-11

LLY LILLY ELI & CO COM2.5K shares-8.28%2026-03-312026-05-11

MPWR MONOLITHIC PWR SYS INC COM2.1K shares42.61%2026-03-312026-05-11

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33.5K shares-2.12%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS6.6K shares9.59%2026-03-312026-05-11

INCY INCYTE CORP COM23.4K shares16.88%2026-03-312026-05-11

Sponsored

XLK TECHNOLOGY SELECT SECTOR SPDR FUND16.2K shares4.94%2026-03-312026-05-11

CPRT COPART INC COM64.1K shares94.94%2026-03-312026-05-11

CART MAPLEBEAR INC COM56.5K shares0.10%2026-03-312026-05-11

QQQM INVESCO NASDAQ 100 ETF8.6K shares-17.00%2026-03-312026-05-11

BKNG BOOKING HOLDINGS INC COM486 shares6.81%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO COM6.7K shares-1.39%2026-03-312026-05-11

COST COSTCO WHSL CORP NEW COM2.0K shares-56.46%2026-03-312026-05-11

SBUX STARBUCKS CORP COM22.2K shares218.56%2026-03-312026-05-11

Sponsored

CTAS CINTAS CORP COM11.7K shares39.02%2026-03-312026-05-11

ADBE ADOBE INC COM8.0K shares1.68%2026-03-312026-05-11

FAST FASTENAL CO COM41.7K shares43.61%2026-03-312026-05-11

NEM NEWMONT CORP COM17.9K shares-3.50%2026-03-312026-05-11

M MACYS INC COM105.5K shares-3.28%2026-03-312026-05-11

RMD RESMED INC COM8.5K shares26.19%2026-03-312026-05-11

DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND35.5K shares-21.20%2026-03-312026-05-11

IWR ISHARES RUSSELL MID-CAP ETF18.9K shares32.04%2026-03-312026-05-11

Sponsored

ISHARES COMEX GOLD TRUST ISHARES COMEX GOLD TRUST20.7K shares-1.09%2026-03-312026-05-11

DDLS WISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND40.5K shares17.88%2026-03-312026-05-11

ODFL OLD DOMINION FREIGHT LINE INC COM9.0K shares15.74%2026-03-312026-05-11

MCD MCDONALDS CORP COM5.5K shares-2.18%2026-03-312026-05-11

JPMORGAN BETABUILDERS JAPAN ETF JPMORGAN BETABUILDERS JAPAN ETF23.9K shares620.49%2026-03-312026-05-11

TJX TJX COS INC NEW COM10.1K shares-34.74%2026-03-312026-05-11

IWC ISHARES MICRO-CAP ETF10.0K shares-0.14%2026-03-312026-05-11

EELV INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF56.3K shares0.00%2026-03-312026-05-11

Sponsored

SG SWEETGREEN INC COM CL A302.5K shares0.00%2026-03-312026-05-11

COP CONOCOPHILLIPS COM11.8K shares-2.06%2026-03-312026-05-11

HD HOME DEPOT INC COM4.6K shares-20.10%2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC CL A3.9K shares-6.03%2026-03-312026-05-11

VUG VANGUARD GROWTH INDEX FUND3.3K shares-40.80%2026-03-312026-05-11

BK BANK NEW YORK MELLON CORP COM12.0K shares10.90%2026-03-312026-05-11

FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF6.8K shares0.10%2026-03-312026-05-11

VONG VANGUARD RUSSELL 1000 GROWTH ETF12.9K shares-2.18%2026-03-312026-05-11

Sponsored

GS GOLDMAN SACHS GROUP INC COM1.7K shares-7.04%2026-03-312026-05-11

NVR NVR INC COM212 shares52.52%2026-03-312026-05-11

ADP AUTOMATIC DATA PROCESSING INC COM6.8K shares28.21%2026-03-312026-05-11

CB CHUBB LIMITED COM4.2K shares-23.17%2026-03-312026-05-11

VO VANGUARD MID-CAP INDEX FUND4.7K shares18.36%2026-03-312026-05-11

ORLY O REILLY AUTOMOTIVE INC NEW COM14.6K shares15.66%2026-03-312026-05-11

XLE ENERGY SELECT SECTOR SPDR FUND21.5K shares-0.56%2026-03-312026-05-11

XLF FINANCIAL SELECT SECTOR SPDR FUND26.2K shares-3.52%2026-03-312026-05-11

Sponsored

ZTS ZOETIS INC CL A10.6K shares82.13%2026-03-312026-05-11

AMP AMERIPRISE FINL INC COM2.8K shares-2.66%2026-03-312026-05-11

EFA ISHARES MSCI EAFE ETF12.8K shares-26.25%2026-03-312026-05-11

DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF2.7K shares-27.12%2026-03-312026-05-11

VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF20.5K sharesnew addition2026-03-312026-05-11

EATON CORP PLC SHS EATON CORP PLC SHS3.3K shares-14.05%2026-03-312026-05-11

AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF25.3K shares-0.35%2026-03-312026-05-11

AMAT APPLIED MATLS INC COM3.5K shares5.40%2026-03-312026-05-11

Sponsored

CRM SALESFORCE COM INC COM6.4K shares-2.29%2026-03-312026-05-11

DASH DOORDASH INC CL A7.8K shares15.54%2026-03-312026-05-11

RTX RAYTHEON TECHNOLOGIES CORP COM6.1K shares5.03%2026-03-312026-05-11

CMCSA COMCAST CORP NEW CL A40.4K shares21.44%2026-03-312026-05-11

EOG EOG RES INC COM8.0K shares6.20%2026-03-312026-05-11

VRT VERTIV HOLDINGS CO COM CL A4.5K shares96.17%2026-03-312026-05-11

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF5.8K shares-56.27%2026-03-312026-05-11

GILD GILEAD SCIENCES INC COM8.0K shares-0.40%2026-03-312026-05-11

Sponsored

TOTAL SA ACT TOTAL SA ACT12.0K shares-0.37%2026-03-312026-05-11

HOOD ROBINHOOD MKTS INC COM CL A15.5K shares10.23%2026-03-312026-05-11

FBK FB FINL CORP COM20.5K shares-92.34%2026-03-312026-05-11

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM3.1K shares-1.37%2026-03-312026-05-11

ASML ASML HOLDING N V N Y REGISTRY SHS806 shares-0.98%2026-03-312026-05-11

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A5.3K shares-18.92%2026-03-312026-05-11

PSX PHILLIPS 66 COM5.7K shares4.32%2026-03-312026-05-11

SCHW SCHWAB CHARLES CORP COM11.1K shares-11.46%2026-03-312026-05-11

Sponsored

ORCL ORACLE CORP COM7.1K shares-31.75%2026-03-312026-05-11

KLAC KLA CORPORATION COM NEW700 shares70.73%2026-03-312026-05-11

EEM ISHARES MSCI EMERGING MARKETS ETF18.1K shares-1.59%2026-03-312026-05-11

JPMORGAN BETABUILDERS CANADA ETF JPMORGAN BETABUILDERS CANADA ETF10.9K sharesnew addition2026-03-312026-05-11

IJH ISHARES S&P MIDCAP FUND15.0K shares-4.93%2026-03-312026-05-11

SPGI S&P GLOBAL INC COM2.4K shares6.44%2026-03-312026-05-11

PG PROCTER & GAMBLE CO COM7.0K shares-22.30%2026-03-312026-05-11

HWM HOWMET AEROSPACE INC COM4.2K shares26.53%2026-03-312026-05-11

Sponsored

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF12.4K shares-2.82%2026-03-312026-05-11

CL COLGATE PALMOLIVE CO COM11.0K shares-5.06%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC COM5.7K shares15.59%2026-03-312026-05-11

BBEU JPMORGAN BETABUILDERS EUROPE ETF12.9K shares101.66%2026-03-312026-05-11

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF13.2K shares-15.89%2026-03-312026-05-11

VONE VANGUARD RUSSELL 1000 ETF3.1K shares0.32%2026-03-312026-05-11

SU SUNCOR ENERGY INC NEW COM13.8K shares0.16%2026-03-312026-05-11

MGK VANGUARD MEGA CAP GROWTH ETF2.5K shares0.04%2026-03-312026-05-11

Sponsored

ITW ILLINOIS TOOL WKS INC COM3.5K shares-6.12%2026-03-312026-05-11

LOW LOWES COS INC COM3.8K shares-24.17%2026-03-312026-05-11

GEV GE VERNOVA INC COM1.0K shares12.35%2026-03-312026-05-11

ISRG INTUITIVE SURGICAL INC COM NEW1.9K shares0.83%2026-03-312026-05-11

XBI SPDR S&P BIOTECH ETF7.0K shares-2.00%2026-03-312026-05-11

CMI CUMMINS INC COM1.6K shares9.17%2026-03-312026-05-11

NET CLOUDFLARE INC CL A COM4.3K shares35.33%2026-03-312026-05-11

EXPE EXPEDIA GROUP INC COM NEW3.8K shares-4.82%2026-03-312026-05-11

Sponsored

BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA-EX JAPAN ETF14.8K sharesnew addition2026-03-312026-05-11

AMGN AMGEN INC COM2.5K shares-10.94%2026-03-312026-05-11

CF CF INDS HLDGS INC COM6.7K shares106.95%2026-03-312026-05-11

NEE NEXTERA ENERGY INC COM9.2K shares-6.31%2026-03-312026-05-11

EFV ISHARES MSCI EAFE VALUE ETF11.5K sharesnew addition2026-03-312026-05-11

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF22.0K shares0.00%2026-03-312026-05-11

SCHD SCHWAB US DIVIDEND EQUITY ETF21.9K shares0.00%2026-03-312026-05-11

TWLO TWILIO INC CL A6.7K shares99.20%2026-03-312026-05-11

Sponsored

CRUS CIRRUS LOGIC INC COM5.8K shares21.60%2026-03-312026-05-11

MARVELL TECHNOLOGY GROUP LTD ORD MARVELL TECHNOLOGY GROUP LTD ORD8.3K shares-1.18%2026-03-312026-05-11

ALSN ALLISON TRANSMISSION HLDGS INC COM6.9K shares-33.73%2026-03-312026-05-11

VGIT VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF13.6K sharesnew addition2026-03-312026-05-11

HLT HILTON WORLDWIDE HLDGS INC COM2.6K shares59.08%2026-03-312026-05-11

DIS DISNEY WALT CO COM DISNEY8.2K shares-12.05%2026-03-312026-05-11

VOOV VANGUARD S&P 500 VALUE ETF3.8K shares0.47%2026-03-312026-05-11

IVW ISHARES S&P 500 GROWTH ETF6.9K shares11.87%2026-03-312026-05-11

Sponsored

PWR QUANTA SVCS INC COM1.4K shares-0.14%2026-03-312026-05-11

ED CONSOLIDATED EDISON INC COM6.7K shares14.68%2026-03-312026-05-11

COF CAPITAL ONE FINL CORP COM4.2K shares-15.74%2026-03-312026-05-11

SMMD ISHARES RUSSELL 2500 ETF9.9K shares-3.77%2026-03-312026-05-11

VB VANGUARD SMALL-CAP INDEX FUND2.9K shares0.00%2026-03-312026-05-11

ECL ECOLAB INC COM2.8K shares20.31%2026-03-312026-05-11

MNST MONSTER BEVERAGE CORP NEW COM10.4K shares24.43%2026-03-312026-05-11

TTWO TAKE-TWO INTERACTIVE SOFTWARE COM3.8K shares42.50%2026-03-312026-05-11

Sponsored

ABNB AIRBNB INC COM CL A5.9K shares40.54%2026-03-312026-05-11

SHW SHERWIN WILLIAMS CO COM2.3K shares20.23%2026-03-312026-05-11

TT TRANE TECHNOLOGIES PLC SHS1.8K shares-63.10%2026-03-312026-05-11

NBIS YANDEX N V SHS CLASS A7.1K shares4.55%2026-03-312026-05-11

ESS ESSEX PPTY TR INC COM3.0K shares45.59%2026-03-312026-05-11

ZM ZOOM VIDEO COMMUNICATIONS INC CL A9.0K shares9.36%2026-03-312026-05-11

FIVE FIVE BELOW INC COM3.1K shares60.07%2026-03-312026-05-11

CCK CROWN HLDGS INC COM7.1K shares29.09%2026-03-312026-05-11

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TXN TEXAS INSTRS INC COM3.7K shares-4.63%2026-03-312026-05-11

RL RALPH LAUREN CORP CL A2.1K shares29.53%2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC COM1.4K shares-4.49%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC COM2.6K shares-2.93%2026-03-312026-05-11

WM WASTE MGMT INC DEL COM3.0K shares44.98%2026-03-312026-05-11

JCI JOHNSON CTLS INTL PLC SHS5.3K shares44.80%2026-03-312026-05-11

NTAP NETAPP INC COM6.7K shares-5.86%2026-03-312026-05-11

TGT TARGET CORP COM5.7K shares-6.44%2026-03-312026-05-11

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EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF7.3K shares0.00%2026-03-312026-05-11

PH PARKER HANNIFIN CORP COM758 shares14.67%2026-03-312026-05-11

APP APPLOVIN CORP COM CL A1.7K shares0.59%2026-03-312026-05-11

ABT ABBOTT LABS6.5K shares-39.40%2026-03-312026-05-11

CW CURTISS WRIGHT CORP COM976 shares25.94%2026-03-312026-05-11

WDC WESTERN DIGITAL CORP. COM2.4K shares10.16%2026-03-312026-05-11

TXG 10X GENOMICS INC CL A COM30.9K shares52.97%2026-03-312026-05-11

OHI OMEGA HEALTHCARE INVS INC COM14.8K shares9.00%2026-03-312026-05-11

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LHX L3HARRIS TECHNOLOGIES INC COM1.9K shares-17.56%2026-03-312026-05-11

SNA SNAP ON INC COM1.8K shares51.06%2026-03-312026-05-11

HACK ETFMG PRIME CYBER SECURITY ETF8.7K shares0.00%2026-03-312026-05-11

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW4.9K shares48.37%2026-03-312026-05-11

GWW GRAINGER W W INC COM585 shares0.34%2026-03-312026-05-11

EGP EASTGROUP PPTY INC COM3.4K shares48.66%2026-03-312026-05-11

VNQ VANGUARD REAL ESTATE ETF7.2K shares0.27%2026-03-312026-05-11

BYD BOYD GAMING CORP COM7.7K shares19.18%2026-03-312026-05-11

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ULTA ULTA BEAUTY INC COM1.2K shares31.11%2026-03-312026-05-11

NOW SERVICENOW INC COM6.0K shares36.65%2026-03-312026-05-11

SHEL ROYAL DUTCH SHELL PLC SPONS ADR A6.7K shares-1.10%2026-03-312026-05-11

ACWI ISHARES MSCI ACWI INDEX FUND4.5K shares0.00%2026-03-312026-05-11

MCK MCKESSON CORP COM712 shares-51.53%2026-03-312026-05-11

CLH CLEAN HARBORS INC COM2.1K shares26.19%2026-03-312026-05-11

PEP PEPSICO INC COM4.0K shares-25.64%2026-03-312026-05-11

INTU INTUIT COM1.4K shares48.53%2026-03-312026-05-11

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LINDE PLC SHS LINDE PLC SHS1.2K shares-13.05%2026-03-312026-05-11

MUU DIREXION DAILY MU BULL 2X ETF5.0K sharesnew addition2026-03-312026-05-11

TNL WYNDHAM DESTINATIONS INC COM8.7K shares28.71%2026-03-312026-05-11

ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF13.0K shares0.00%2026-03-312026-05-11

GGG GRACO INC COM7.0K shares21.38%2026-03-312026-05-11

LECO LINCOLN ELEC HLDGS INC COM2.3K shares-7.85%2026-03-312026-05-11

ADI ANALOG DEVICES INC COM1.8K shares8.07%2026-03-312026-05-11

LAMR LAMAR ADVERTISING CO NEW CL A4.6K shares68.65%2026-03-312026-05-11

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INGR INGREDION INC COM5.1K shares28.84%2026-03-312026-05-11

DAL DELTA AIR LINES INC DEL COM NEW8.6K shares-0.85%2026-03-312026-05-11

VTV VANGUARD VALUE INDEX FUND2.9K shares-17.36%2026-03-312026-05-11

CASY CASEYS GEN STORES INC COM788 shares-21.28%2026-03-312026-05-11

EPR EPR PPTYS COM SH BEN INT11.4K shares13.77%2026-03-312026-05-11

VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND2.6K shares100.84%2026-03-312026-05-11

VV VANGUARD LARGE-CAP INDEX FUND1.9K shares0.00%2026-03-312026-05-11

BMO BANK MONTREAL COM4.2K shares-1.14%2026-03-312026-05-11

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AOS SMITH A O CORP COM8.5K shares18.24%2026-03-312026-05-11

EXPD EXPEDITORS INTL WASH INC COM3.9K shares7.52%2026-03-312026-05-11

MATCH GROUP INC NEW COM MATCH GROUP INC NEW COM18.1K sharesnew addition2026-03-312026-05-11

JBHT HUNT J B TRANS SVCS INC COM2.6K shares34.10%2026-03-312026-05-11

HCA HCA HEALTHCARE INC COM1.2K shares0.78%2026-03-312026-05-11

ST SENSATA TECHNOLOGIES HLDNG PLC SHS15.6K shares44.11%2026-03-312026-05-11

NNN NATIONAL RETAIL PROPERTIES INC COM13.1K shares45.52%2026-03-312026-05-11

SCHX SCHWAB U.S. LARGE-CAP ETF21.4K shares0.03%2026-03-312026-05-11

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MAS MASCO CORP COM9.1K shares29.28%2026-03-312026-05-11

CIEN CIENA CORP COM NEW1.4K sharesnew addition2026-03-312026-05-11

ADSK AUTODESK INC COM2.3K shares-28.84%2026-03-312026-05-11

TE CONNECTIVITY LTD REG SHS TE CONNECTIVITY LTD REG SHS2.6K shares-0.57%2026-03-312026-05-11

DOV DOVER CORP COM2.6K shares-19.12%2026-03-312026-05-11

DE DEERE & CO COM956 shares-42.37%2026-03-312026-05-11

CVS CVS HEALTH CORP COM7.5K shares42.66%2026-03-312026-05-11

AVY AVERY DENNISON CORP COM3.1K shares18.64%2026-03-312026-05-11

Sponsored

JBL JABIL INC COM2.0K shares13.48%2026-03-312026-05-11

CFG CITIZENS FINANCIAL GROUP INC COM8.9K shares44.47%2026-03-312026-05-11

SLV ISHARES SILVER TRUST7.8K shares20.21%2026-03-312026-05-11

CAH CARDINAL HEALTH INC COM2.5K shares36.26%2026-03-312026-05-11

GRMN GARMIN LTD SHS2.3K shares40.11%2026-03-312026-05-11

TSN TYSON FOODS INC CL A8.2K shares-21.10%2026-03-312026-05-11

NDSN NORDSON CORP COM1.9K shares41.97%2026-03-312026-05-11

PYPL PAYPAL HLDGS INC COM11.4K shares63.45%2026-03-312026-05-11

Sponsored

FDX FEDEX CORP COM1.4K shares16.68%2026-03-312026-05-11

EMR EMERSON ELEC CO COM3.9K shares-39.30%2026-03-312026-05-11

QCOM QUALCOMM INC COM3.9K shares-52.15%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHINES COM2.1K shares-11.86%2026-03-312026-05-11

WST WEST PHARMACEUTICAL SVSC INC COM2.0K shares27.38%2026-03-312026-05-11

SEIC SEI INVTS CO COM6.3K shares48.04%2026-03-312026-05-11

DUPONT DE NEMOURS INC COM DUPONT DE NEMOURS INC COM10.7K shares58.04%2026-03-312026-05-11

KEYS KEYSIGHT TECHNOLOGIES INC COM1.7K shares33.85%2026-03-312026-05-11

Sponsored

SNPS SYNOPSYS INC COM1.2K shares24.23%2026-03-312026-05-11

FFIV F5 NETWORKS INC COM1.7K shares108.57%2026-03-312026-05-11

EVR EVERCORE INC CLASS A1.6K shares30.63%2026-03-312026-05-11

PTC PTC INC COM3.4K sharesnew addition2026-03-312026-05-11

STT STATE STR CORP COM3.8K shares46.88%2026-03-312026-05-11

ROBO ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF7.0K shares0.40%2026-03-312026-05-11

YETI YETI HLDGS INC COM13.0K shares44.11%2026-03-312026-05-11

RNG RINGCENTRAL INC CL A12.8K sharesnew addition2026-03-312026-05-11

Sponsored

TECB ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF8.6K shares0.00%2026-03-312026-05-11

BND VANGUARD TOTAL BOND MARKET INDEX FUND6.4K sharesnew addition2026-03-312026-05-11

SO SOUTHERN CO COM4.9K shares-15.20%2026-03-312026-05-11

EBAY EBAY INC. COM5.2K shares70.39%2026-03-312026-05-11

WSM WILLIAMS SONOMA INC COM2.6K shares7.95%2026-03-312026-05-11

DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF13.7K shares-24.15%2026-03-312026-05-11

IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND2.8K shares9.96%2026-03-312026-05-11

ASTRAZENECA PLC SPONSORED ADR ASTRAZENECA PLC SPONSORED ADR2.6K sharesnew addition2026-03-312026-05-11

Sponsored

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND4.6K shares-4.98%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP COM759 shares-21.35%2026-03-312026-05-11

PSTG PURE STORAGE INC CL A7.7K shares12.24%2026-03-312026-05-11

ZION ZIONS BANCORPORATION N A COM7.9K shares48.71%2026-03-312026-05-11

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF3.8K shares-11.87%2026-03-312026-05-11

SCCO SOUTHERN COPPER CORP COM2.6K shares0.77%2026-03-312026-05-11

PHM PULTE GROUP INC COM3.8K shares-32.73%2026-03-312026-05-11

CLX CLOROX CO DEL COM4.4K shares23.01%2026-03-312026-05-11

Sponsored

BLACKROCK INC COM BLACKROCK INC COM471 shares-15.89%2026-03-312026-05-11

NTRS NORTHERN TR CORP COM3.2K shares51.51%2026-03-312026-05-11

JKHY HENRY JACK & ASSOC INC COM2.8K sharesnew addition2026-03-312026-05-11

USFD US FOODS HLDG CORP COM4.9K shares19.02%2026-03-312026-05-11

MDB MONGODB INC CL A1.8K shares13.46%2026-03-312026-05-11

TTD THE TRADE DESK INC COM CL A19.9K shares73.80%2026-03-312026-05-11

APD AIR PRODS & CHEMS INC COM1.5K shares-22.54%2026-03-312026-05-11

IFF INTERNATIONAL FLAVORS&FRAGRANC COM6.1K shares63.60%2026-03-312026-05-11

Sponsored

FR FIRST INDL RLTY TR INC COM7.7K shares18.98%2026-03-312026-05-11

TMUS T MOBILE US INC COM2.1K shares11.06%2026-03-312026-05-11

LIT GLOBAL X LITHIUM & BATTERY TECH ETF6.0K shares-20.36%2026-03-312026-05-11

SAM BOSTON BEER INC CL A1.9K sharesnew addition2026-03-312026-05-11

CIGNA CORP NEW COM CIGNA CORP NEW COM1.7K shares21.65%2026-03-312026-05-11

ITT INC COM ITT INC COM2.3K shares77.94%2026-03-312026-05-11

UNP UNION PAC CORP COM1.8K shares-13.90%2026-03-312026-05-11

GM GENERAL MTRS CO COM5.8K shares4.17%2026-03-312026-05-11

Sponsored

EIS ISHARES MSCI ISRAEL ETF3.7K shares0.03%2026-03-312026-05-11

TPR TAPESTRY INC COM3.0K shares44.66%2026-03-312026-05-11

TOL TOLL BROTHERS INC COM3.1K shares81.17%2026-03-312026-05-11

VTEB VANGUARD TAX-EXEMPT BOND ETF8.5K sharesnew addition2026-03-312026-05-11

ABSI ABSCI CORPORATION COM140.7K sharesnew addition2026-03-312026-05-11

JHG JANUS HENDERSON GROUP PLC ORD SHS8.2K shares32.79%2026-03-312026-05-11

WCC WESCO INTL INC COM1.5K sharesnew addition2026-03-312026-05-11

SNDR SCHNEIDER NATIONAL INC CL B15.9K shares50.04%2026-03-312026-05-11

Sponsored

MAN MANPOWERGROUP INC COM14.2K sharesnew addition2026-03-312026-05-11

ES EVERSOURCE ENERGY COM5.9K shares50.42%2026-03-312026-05-11

AMERISOURCEBERGEN CORP COM AMERISOURCEBERGEN CORP COM1.3K shares7.60%2026-03-312026-05-11

CGNX COGNEX CORP COM8.3K shares36.09%2026-03-312026-05-11

SNOW SNOWFLAKE INC COM SHS2.7K shares131.25%2026-03-312026-05-11

GLPI GAMING & LEISURE PPTYS INC COM9.2K shares79.93%2026-03-312026-05-11

DVY ISHARES SELECT DIVIDEND ETF2.7K shares-20.65%2026-03-312026-05-11

MAA MID AMER APT CMNTYS INC COM3.3K shares116.35%2026-03-312026-05-11

Sponsored

DPZ DOMINOS PIZZA INC COM1.1K sharesnew addition2026-03-312026-05-11

REGN REGENERON PHARMACEUTICALS COM519 shares-18.52%2026-03-312026-05-11

VMI VALMONT INDS INC COM997 shares52.91%2026-03-312026-05-11

QRVO QORVO INC COM5.1K shares29.96%2026-03-312026-05-11

TROW T ROWE PRICE GROUP INC COM4.4K shares-17.56%2026-03-312026-05-11

EXC EXELON CORP COM8.0K shares33.71%2026-03-312026-05-11

MEDTRONIC PLC SHS MEDTRONIC PLC SHS4.5K shares-29.95%2026-03-312026-05-11

USB US BANCORP DEL COM NEW7.5K shares16.39%2026-03-312026-05-11

Sponsored

FNB F N B CORP COM23.2K shares28.11%2026-03-312026-05-11

CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF1.7K shares0.00%2026-03-312026-05-11

CYTK CYTOKINETICS INC COM NEW5.9K shares0.00%2026-03-312026-05-11

NVST ENVISTA HOLDINGS CORPORATION COM15.2K shares60.57%2026-03-312026-05-11

RCL ROYAL CARIBBEAN CRUISES LTD COM1.4K shares47.37%2026-03-312026-05-11

ILMN ILLUMINA INC COM3.1K shares20.15%2026-03-312026-05-11

AGO ASSURED GUARANTY LTD COM4.7K shares88.70%2026-03-312026-05-11

KHC KRAFT HEINZ CO COM17.1K shares72.19%2026-03-312026-05-11

Sponsored

SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X ETF8.0K sharesnew addition2026-03-312026-05-11

CME CME GROUP INC COM1.3K shares16.77%2026-03-312026-05-11

CHRW C H ROBINSON WORLDWIDE INC COM NEW2.3K shares-0.82%2026-03-312026-05-11

BUG GLOBAL X CYBERSECURITY ETF15.0K shares0.03%2026-03-312026-05-11

REG REGENCY CTRS CORP COM4.9K shares68.47%2026-03-312026-05-11

PVLA PALVELLA THERAPEUTICS INC NEW COM3.0K shares0.00%2026-03-312026-05-11

BLACKSTONE GROUP INC COM CL A BLACKSTONE GROUP INC COM CL A3.2K shares-0.80%2026-03-312026-05-11

DELL DELL TECHNOLOGIES INC CL C2.3K shares21.79%2026-03-312026-05-11

Sponsored

PSLV SPROTT PHYSICAL SILVER TR TR UNIT15.2K shares8.22%2026-03-312026-05-11

SCHH SCHWAB U.S. REIT ETF17.3K shares35.08%2026-03-312026-05-11

DCI DONALDSON INC COM4.4K shares6.90%2026-03-312026-05-11

IDXX IDEXX LABS INC COM656 shares77.78%2026-03-312026-05-11

POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER8.5K shares0.00%2026-03-312026-05-11

VRSN VERISIGN INC COM1.5K sharesnew addition2026-03-312026-05-11

CINF CINCINNATI FINL CORP COM2.3K shares0.91%2026-03-312026-05-11

HSBC HSBC HLDGS PLC SPON ADR NEW4.4K shares-1.67%2026-03-312026-05-11

Sponsored

ET Energy Transfer LP COM UT LTD PTN18.8K shares18.89%2026-03-312026-05-11

SHE SPDR SSGA GENDER DIVERSITY INDEX ETF2.8K shares0.28%2026-03-312026-05-11

APH AMPHENOL CORP NEW CL A2.8K shares12.39%2026-03-312026-05-11

LOPE GRAND CANYON ED INC COM2.1K sharesnew addition2026-03-312026-05-11

URI UNITED RENTALS INC COM489 shares-10.11%2026-03-312026-05-11

FAF FIRST AMERN FINL CORP COM5.9K shares32.52%2026-03-312026-05-11

ESI ELEMENT SOLUTIONS INC COM10.4K shares4.39%2026-03-312026-05-11

ROKU ROKU INC COM CL A3.7K shares61.97%2026-03-312026-05-11

Sponsored

VTR VENTAS INC COM4.3K shares11.87%2026-03-312026-05-11

ELV ANTHEM INC COM1.2K shares103.20%2026-03-312026-05-11

RSG REPUBLIC SVCS INC COM1.6K shares55.65%2026-03-312026-05-11

MIDD MIDDLEBY CORP COM2.6K shares5.89%2026-03-312026-05-11

ON ON SEMICONDUCTOR CORP COM5.6K shares22.44%2026-03-312026-05-11

OUSTER INC COM NEW OUSTER INC COM NEW19.0K shares0.00%2026-03-312026-05-11

ATR APTARGROUP INC COM2.7K sharesnew addition2026-03-312026-05-11

WTFC WINTRUST FINL CORP COM2.5K sharesnew addition2026-03-312026-05-11

Sponsored

CPT CAMDEN PPTY TR SH BEN INT3.5K shares19.67%2026-03-312026-05-11

BNY MELLON MUNICIPAL INTERMEDIATE ETF BNY MELLON MUNICIPAL INTERMEDIATE ETF13.2K sharesnew addition2026-03-312026-05-11

AGCO AGCO CORP COM3.0K shares30.85%2026-03-312026-05-11

CCJ CAMECO CORP COM3.1K shares-17.54%2026-03-312026-05-11

BKLN INVESCO SENIOR LOAN ETF16.5K shares-26.54%2026-03-312026-05-11

SPB SPECTRUM BRANDS HLDGS INC NEW COM4.5K shares-8.73%2026-03-312026-05-11

ITEQ AMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF5.8K shares0.00%2026-03-312026-05-11

DHR DANAHER CORPORATION COM1.8K shares-32.02%2026-03-312026-05-11

Sponsored

PPG PPG INDS INC COM3.1K sharesnew addition2026-03-312026-05-11

AIG AMERICAN INTL GROUP INC COM NEW4.4K shares31.89%2026-03-312026-05-11

RHI ROBERT HALF INTL INC COM13.1K shares74.34%2026-03-312026-05-11

DTE DTE ENERGY CO COM2.3K sharesnew addition2026-03-312026-05-11

RY ROYAL BK CDA COM2.0K shares0.05%2026-03-312026-05-11

G GENPACT LIMITED SHS8.9K shares-42.29%2026-03-312026-05-11

DDOG DATADOG INC CL A COM2.8K shares76.07%2026-03-312026-05-11

BSX BOSTON SCIENTIFIC CORP COM5.3K shares-10.67%2026-03-312026-05-11

Sponsored

ROST ROSS STORES INC COM1.5K sharesnew addition2026-03-312026-05-11

KR KROGER CO COM4.5K shares0.82%2026-03-312026-05-11

IYY ISHARES DOW JONES U.S. ETF2.1K shares0.00%2026-03-312026-05-11

GAP GAP INC COM13.5K sharesnew addition2026-03-312026-05-11

FEDERAL REALTY INVT TR SH BEN INT NEW FEDERAL REALTY INVT TR SH BEN INT NEW3.1K sharesnew addition2026-03-312026-05-11

UHS UNIVERSAL HLTH SVCS INC CL B1.8K shares-4.23%2026-03-312026-05-11

DLTR DOLLAR TREE INC COM3.0K sharesnew addition2026-03-312026-05-11

TTC TORO CO COM3.5K shares-0.66%2026-03-312026-05-11

Sponsored

CUZ COUSINS PPTYS INC COM NEW14.2K sharesnew addition2026-03-312026-05-11

OKTA OKTA INC CL A4.1K shares68.03%2026-03-312026-05-11

PLD PROLOGIS INC. COM2.4K shares7.82%2026-03-312026-05-11

IMMX IMMIX BIOPHARMA INC COM35.0K sharesnew addition2026-03-312026-05-11

MTB M & T BK CORP COM1.5K shares55.13%2026-03-312026-05-11

MTG MGIC INVT CORP WIS COM12.1K shares14.61%2026-03-312026-05-11

GVA GRANITE CONSTR INC COM2.6K shares0.04%2026-03-312026-05-11

AEE AMEREN CORP COM2.9K sharesnew addition2026-03-312026-05-11

Sponsored

FCN FTI CONSULTING INC COM1.8K sharesnew addition2026-03-312026-05-11

MUB ISHARES NATIONAL MUNI BOND ETF3.0K sharesnew addition2026-03-312026-05-11

CDNS CADENCE DESIGN SYSTEM INC COM1.1K shares-33.31%2026-03-312026-05-11

DT DYNATRACE INC COM8.5K shares-8.35%2026-03-312026-05-11

APG API GROUP CORP COM STK7.8K shares4.78%2026-03-312026-05-11

BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF9.5K shares7.55%2026-03-312026-05-11

GMED GLOBUS MED INC CL A3.6K sharesnew addition2026-03-312026-05-11

CAG CONAGRA BRANDS INC COM19.9K sharesnew addition2026-03-312026-05-11

Sponsored

BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR14.4K shares-2.76%2026-03-312026-05-11

VLO VALERO ENERGY CORP COM1.3K shares-48.66%2026-03-312026-05-11

FOXA FOX CORP CL A COM5.3K shares-23.44%2026-03-312026-05-11

VRSK VERISK ANALYTICS INC COM1.6K sharesnew addition2026-03-312026-05-11

WEC ENERGY GROUP INC COM WEC ENERGY GROUP INC COM2.7K sharesnew addition2026-03-312026-05-11

TER TERADYNE INC COM1.0K shares-4.47%2026-03-312026-05-11

NUE NUCOR CORP COM1.8K shares-10.15%2026-03-312026-05-11

DG DOLLAR GEN CORP NEW COM2.6K shares-15.71%2026-03-312026-05-11

Sponsored

DOCU DOCUSIGN INC COM6.5K shares-12.20%2026-03-312026-05-11

NOC NORTHROP GRUMMAN CORP COM451 shares-97.88%2026-03-312026-05-11

WWD WOODWARD INC COM859 shares21.33%2026-03-312026-05-11

TDTT FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS INDEX FUND12.6K shares0.00%2026-03-312026-05-11

ROK ROCKWELL AUTOMATION INC COM847 sharesnew addition2026-03-312026-05-11

GLW CORNING INC COM2.2K sharesnew addition2026-03-312026-05-11

SCMB SCHWAB MUNICIPAL BOND ETF11.9K sharesnew addition2026-03-312026-05-11

ORI OLD REP INTL CORP COM7.6K shares52.94%2026-03-312026-05-11

Sponsored

XYZ SQUARE INC CL A5.0K sharesnew addition2026-03-312026-05-11

UAL UNITED AIRLS HLDGS INC COM3.3K shares17.71%2026-03-312026-05-11

PRI PRIMERICA INC COM1.2K sharesnew addition2026-03-312026-05-11

GWRE GUIDEWIRE SOFTWARE INC COM2.0K sharesnew addition2026-03-312026-05-11

PSA PUBLIC STORAGE COM1.1K shares6.05%2026-03-312026-05-11

SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF13.1K shares0.00%2026-03-312026-05-11

MKSI MKS INSTRS INC COM1.3K sharesnew addition2026-03-312026-05-11

POST POST HLDGS INC COM3.0K sharesnew addition2026-03-312026-05-11

Sponsored

PGR PROGRESSIVE CORP OHIO COM1.5K shares-4.68%2026-03-312026-05-11

IWO ISHARES RUSSELL 2000 GROWTH ETF940 shares-17.76%2026-03-312026-05-11

NRG NRG ENERGY INC COM NEW2.0K shares37.23%2026-03-312026-05-11

SBAC SBA COMMUNICATIONS CORP NEW CL A1.7K shares-14.38%2026-03-312026-05-11

OZK BANK OZK COM6.3K sharesnew addition2026-03-312026-05-11

GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST3.1K sharesnew addition2026-03-312026-05-11

HON HONEYWELL INTL INC COM1.3K shares-51.18%2026-03-312026-05-11

ALB ALBEMARLE CORP COM1.6K shares1.45%2026-03-312026-05-11

Sponsored

PPH VANECK VECTORS PHARMACEUTICAL ETF2.8K shares-0.14%2026-03-312026-05-11

O REALTY INCOME CORP COM4.7K shares-14.62%2026-03-312026-05-11

EFG ISHARES MSCI EAFE GROWTH ETF2.6K sharesnew addition2026-03-312026-05-11

SWKS SKYWORKS SOLUTIONS INC COM5.4K shares-14.15%2026-03-312026-05-11

A AGILENT TECHNOLOGIES INC COM2.5K shares66.76%2026-03-312026-05-11

IBIT ISHARES BITCOIN TRUST ETF7.5K shares16.58%2026-03-312026-05-11

TRGP TARGA RES CORP COM1.1K shares-67.36%2026-03-312026-05-11

VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND3.6K shares-3.48%2026-03-312026-05-11

Sponsored

SSNC SS&C TECHNOLOGIES HLDGS INC COM4.2K shares-22.66%2026-03-312026-05-11

LITE LUMENTUM HLDGS INC COM402 sharesnew addition2026-03-312026-05-11

UNM UNUM GROUP COM3.9K shares34.46%2026-03-312026-05-11

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF5.1K shares35.08%2026-03-312026-05-11

MO ALTRIA GROUP INC COM4.3K shares16.11%2026-03-312026-05-11

PNW PINNACLE WEST CAP CORP COM2.8K sharesnew addition2026-03-312026-05-11

ALLY ALLY FINL INC COM7.2K shares58.67%2026-03-312026-05-11

OLED UNIVERSAL DISPLAY CORP COM3.1K shares32.34%2026-03-312026-05-11

Sponsored

PODD INSULET CORP COM1.3K shares1.14%2026-03-312026-05-11

FHB FIRST HAWAIIAN INC COM11.3K sharesnew addition2026-03-312026-05-11

VT VANGUARD TOTAL WORLD STOCK INDEX FUND2.0K sharesnew addition2026-03-312026-05-11

SPOT SPOTIFY TECHNOLOGY S A SHS569 shares13.80%2026-03-312026-05-11

TTEK TETRA TECH INC NEW COM9.1K shares40.27%2026-03-312026-05-11

AFL AFLAC INC COM2.5K sharesnew addition2026-03-312026-05-11

DXCM DEXCOM INC COM4.4K sharesnew addition2026-03-312026-05-11

ZBH ZIMMER BIOMET HOLDINGS INC COM3.0K sharesnew addition2026-03-312026-05-11

Sponsored

DBX DROPBOX INC CL A11.9K shares-2.11%2026-03-312026-05-11

MSM MSC INDL DIRECT INC CL A2.9K shares-18.63%2026-03-312026-05-11

CARNIVAL CORP PAIRED CTF CARNIVAL CORP PAIRED CTF10.4K sharesnew addition2026-03-312026-05-11

WDAY WORKDAY INC CL A2.1K shares113.14%2026-03-312026-05-11

CITIGROUP INC COM NEW

0.25%

Shares846.7K

Event2026-03-31

Filed2026-05-11

MICRON TECHNOLOGY INC COM

0.34%

Shares270.7K

Event2026-03-31

Filed2026-05-11

VANGUARD S&P 500 ETF

-0.47%

Shares112.5K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-81.48%

Shares215.1K

Event2026-03-31

Filed2026-05-11

GENERAL ELECTRIC CO COM

0.26%

Shares185.5K

Event2026-03-31

Filed2026-05-11

OMF

ONEMAIN HLDGS INC COM

-51.75%

Shares931.7K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORP COM

-70.94%

Shares276.5K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES CORE S&P 500 ETF

6.78%

Shares70.8K

Event2026-03-31

Filed2026-05-11

MORGAN STANLEY COM NEW

0.32%

Shares205.1K

Event2026-03-31

Filed2026-05-11

NEW YORK CMNTY BANCORP INC COM

0.00%

Shares2.1M

Event2026-03-31

Filed2026-05-11

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

28.33%

Shares950.7K

Event2026-03-31

Filed2026-05-11

WFC

WELLS FARGO CO NEW COM

0.21%

Shares312.8K

Event2026-03-31

Filed2026-05-11

BAC

BK OF AMERICA CORP COM

0.52%

Shares504.8K

Event2026-03-31

Filed2026-05-11

ALPHABET INC CAP STK CL A

0.15%

Shares80.4K

Event2026-03-31

Filed2026-05-11

PNC

PNC FINL SVCS GROUP INC COM

0.23%

Shares102.3K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP COM

0.77%

Shares56.1K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TRUST

-17.81%

Shares34.7K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON.COM INC COM

2.91%

Shares92.2K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP COM

1.20%

Shares104.6K

Event2026-03-31

Filed2026-05-11

NFRA

FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND

0.00%

Shares271.4K

Event2026-03-31

Filed2026-05-11

VERIZON COMMUNICATIONS INC COM

-0.25%

Shares321.9K

Event2026-03-31

Filed2026-05-11

FORD MTR CO DEL COM

0.03%

Shares1.4M

Event2026-03-31

Filed2026-05-11

IJR

ISHARES S&P SMALL-CAP FUND

66.11%

Shares123.8K

Event2026-03-31

Filed2026-05-11

SPY

SPDR S&P 500 ETF

-9.02%

Shares23.1K

Event2026-03-31

Filed2026-05-11

FCX

FREEPORT-MCMORAN INC CL B

0.27%

Shares254.5K

Event2026-03-31

Filed2026-05-11

INTC

INTEL CORP COM

0.72%

Shares326.2K

Event2026-03-31

Filed2026-05-11

META

META PLATFORMS INC CL A

1.68%

Shares21.6K

Event2026-03-31

Filed2026-05-11

IWD

ISHARES RUSSELL 1000 VALUE ETF

-15.04%

Shares56.1K

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

76.56%

Shares184.1K

Event2026-03-31

Filed2026-05-11

ALPHABET INC CAP STK CL C

-95.09%

Shares39.0K

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD TOTAL STOCK MARKET INDEX FUND

-3.44%

Shares34.6K

Event2026-03-31

Filed2026-05-11

DJP

IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN

0.00%

Shares204.4K

Event2026-03-31

Filed2026-05-11

DGRW

WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND

-19.80%

Shares104.2K

Event2026-03-31

Filed2026-05-11

BOEING CO COM

0.90%

Shares44.4K

Event2026-03-31

Filed2026-05-11

WTV

WISDOMTREE US VALUE FUND OF BENEF INTEREST

231.99%

Shares92.3K

Event2026-03-31

Filed2026-05-11

AT&T INC COM

0.39%

Shares294.3K

Event2026-03-31

Filed2026-05-11

IYW

ISHARES U.S. TECHNOLOGY ETF

-0.72%

Shares46.0K

Event2026-03-31

Filed2026-05-11

VWO

VANGUARD FTSE EMERGING MARKETS ETF

248.83%

Shares149.3K

Event2026-03-31

Filed2026-05-11

BMY

BRISTOL-MYERS SQUIBB CO COM

-2.64%

Shares117.1K

Event2026-03-31

Filed2026-05-11

PHYS

SPROTT PHYSICAL GOLD TRUST UNIT

0.00%

Shares196.6K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL CL B NEW

17.64%

Shares14.5K

Event2026-03-31

Filed2026-05-11

SCHV

SCHWAB U.S. LARGE-CAP VALUE ETF

84.54%

Shares221.6K

Event2026-03-31

Filed2026-05-11

BIL

SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF

28.28%

Shares73.7K

Event2026-03-31

Filed2026-05-11

EMLP

FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND

192.56%

Shares149.8K

Event2026-03-31

Filed2026-05-11

OBDC

OWL ROCK CAPITAL CORPORATION COM

-9.30%

Shares580.8K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC COM

2.07%

Shares17.2K

Event2026-03-31

Filed2026-05-11

DOW

DOW INC COM

0.18%

Shares151.8K

Event2026-03-31

Filed2026-05-11

IWF

ISHARES RUSSELL 1000 GROWTH ETF

-20.77%

Shares14.4K

Event2026-03-31

Filed2026-05-11

BROADCOM INC COM

-3.89%

Shares18.9K

Event2026-03-31

Filed2026-05-11

PBR

PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR

0.00%

Shares250.0K

Event2026-03-31

Filed2026-05-11

XLV

HEALTH CARE SELECT SECTOR SPDR FUND

26.19%

Shares33.5K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO COM

-11.07%

Shares16.6K

Event2026-03-31

Filed2026-05-11

PANW

PALO ALTO NETWORKS INC COM

-9.80%

Shares30.3K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORP NEW COM

3.03%

Shares22.7K

Event2026-03-31

Filed2026-05-11

LAM RESEARCH CORP COM

5.28%

Shares22.0K

Event2026-03-31

Filed2026-05-11

UBER

UBER TECHNOLOGIES INC COM

-5.24%

Shares64.4K

Event2026-03-31

Filed2026-05-11

ABR

ARBOR REALTY TRUST INC COM

0.00%

Shares600.0K

Event2026-03-31

Filed2026-05-11

VISA INC

16.41%

Shares14.4K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD SHARES

0.70%

Shares10.0K

Event2026-03-31

Filed2026-05-11

TYG

TORTOISE ENERGY INFRA CORP COM

0.00%

Shares85.0K

Event2026-03-31

Filed2026-05-11

PFE

PFIZER INC

-0.86%

Shares148.0K

Event2026-03-31

Filed2026-05-11

SPYM

SPDR PORTFOLIO S&P 500 ETF

11.64%

Shares53.8K

Event2026-03-31

Filed2026-05-11

IWM

ISHARES RUSSELL 2000 ETF

-30.91%

Shares16.4K

Event2026-03-31

Filed2026-05-11

ARISTA NETWORKS INC COM

-7.82%

Shares33.0K

Event2026-03-31

Filed2026-05-11

VIOO

VANGUARD S&P SMALL-CAP 600 ETF

0.06%

Shares34.8K

Event2026-03-31

Filed2026-05-11

VGT

VANGUARD INFORMATION TECHNOLOGY INDEX FUND

-5.41%

Shares5.6K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC COM

-1.30%

Shares31.3K

Event2026-03-31

Filed2026-05-11

CSCO

CISCO SYS INC COM

-13.26%

Shares49.6K

Event2026-03-31

Filed2026-05-11

IWV

ISHARES RUSSELL 3000 ETF

0.16%

Shares10.3K

Event2026-03-31

Filed2026-05-11

ACWX

ISHARES MSCI ACWI EX US INDEX FUND

0.00%

Shares54.6K

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES CORE MSCI EAFE ETF

-6.81%

Shares41.0K

Event2026-03-31

Filed2026-05-11

MASTERCARD INC CL A

6.63%

Shares7.4K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON COM

-1.44%

Shares14.9K

Event2026-03-31

Filed2026-05-11

BITMINE IMMERSION TECHS INC COM NEW

0.00%

Shares180.7K

Event2026-03-31

Filed2026-05-11

CAT

CATERPILLAR INC DEL COM

-4.53%

Shares4.9K

Event2026-03-31

Filed2026-05-11

NFLX

NETFLIX INC COM

1.03%

Shares35.0K

Event2026-03-31

Filed2026-05-11

RIVN

RIVIAN AUTOMOTIVE INC COM CL A

3.02%

Shares214.1K

Event2026-03-31

Filed2026-05-11

MERCK & CO. INC COM

19.64%

Shares25.9K

Event2026-03-31

Filed2026-05-11

SHOP

SHOPIFY INC CL A

3.98%

Shares24.3K

Event2026-03-31

Filed2026-05-11

IWB

ISHARES RUSSELL 1000 ETF

0.01%

Shares8.0K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC

5.26%

Shares12.7K

Event2026-03-31

Filed2026-05-11

REGIONS FINANCIAL CORP NEW COM

1.97%

Shares105.1K

Event2026-03-31

Filed2026-05-11

VRTX

VERTEX PHARMACEUTICALS INC COM

-7.92%

Shares5.9K

Event2026-03-31

Filed2026-05-11

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

0.00%

Shares106.5K

Event2026-03-31

Filed2026-05-11

PLTR

PALANTIR TECHNOLOGIES INC CL A

6.01%

Shares17.9K

Event2026-03-31

Filed2026-05-11

TPL

TEXAS PACIFIC LAND CORPORATION COM

70.00%

Shares5.5K

Event2026-03-31

Filed2026-05-11

AMD

ADVANCED MICRO DEVICES INC COM

7.55%

Shares12.0K

Event2026-03-31

Filed2026-05-11

VGK

VANGUARD FTSE EUROPE ETF

1.75%

Shares29.0K

Event2026-03-31

Filed2026-05-11

DBJP

X-TRACKERS MSCI JAPAN HEDGED EQUITY ETF

0.00%

Shares23.5K

Event2026-03-31

Filed2026-05-11

SYF

SYNCHRONY FINANCIAL COM

0.12%

Shares34.9K

Event2026-03-31

Filed2026-05-11

COCA COLA CO COM

0.24%

Shares30.7K

Event2026-03-31

Filed2026-05-11

LLY

LILLY ELI & CO COM

-8.28%

Shares2.5K

Event2026-03-31

Filed2026-05-11

MPWR

MONOLITHIC PWR SYS INC COM

42.61%

Shares2.1K

Event2026-03-31

Filed2026-05-11

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

-2.12%

Shares33.5K

Event2026-03-31

Filed2026-05-11

TSM

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

9.59%

Shares6.6K

Event2026-03-31

Filed2026-05-11

INCY

INCYTE CORP COM

16.88%

Shares23.4K

Event2026-03-31

Filed2026-05-11

XLK

TECHNOLOGY SELECT SECTOR SPDR FUND

4.94%

Shares16.2K

Event2026-03-31

Filed2026-05-11

CPRT

COPART INC COM

94.94%

Shares64.1K

Event2026-03-31

Filed2026-05-11

CART

MAPLEBEAR INC COM

0.10%

Shares56.5K

Event2026-03-31

Filed2026-05-11

QQQM

INVESCO NASDAQ 100 ETF

-17.00%

Shares8.6K

Event2026-03-31

Filed2026-05-11

BKNG

BOOKING HOLDINGS INC COM

6.81%

Shares486

Event2026-03-31

Filed2026-05-11

AXP

AMERICAN EXPRESS CO COM

-1.39%

Shares6.7K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHSL CORP NEW COM

-56.46%

Shares2.0K

Event2026-03-31

Filed2026-05-11

SBUX

STARBUCKS CORP COM

218.56%

Shares22.2K

Event2026-03-31

Filed2026-05-11

CTAS

CINTAS CORP COM

39.02%

Shares11.7K

Event2026-03-31

Filed2026-05-11

ADBE

ADOBE INC COM

1.68%

Shares8.0K

Event2026-03-31

Filed2026-05-11

FAST

FASTENAL CO COM

43.61%

Shares41.7K

Event2026-03-31

Filed2026-05-11

NEM

NEWMONT CORP COM

-3.50%

Shares17.9K

Event2026-03-31

Filed2026-05-11

MACYS INC COM

-3.28%

Shares105.5K

Event2026-03-31

Filed2026-05-11

RMD

RESMED INC COM

26.19%

Shares8.5K

Event2026-03-31

Filed2026-05-11

DGRS

WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND

-21.20%

Shares35.5K

Event2026-03-31

Filed2026-05-11

IWR

ISHARES RUSSELL MID-CAP ETF

32.04%

Shares18.9K

Event2026-03-31

Filed2026-05-11

ISHARES COMEX GOLD TRUST

-1.09%

Shares20.7K

Event2026-03-31

Filed2026-05-11

DDLS

WISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND

17.88%

Shares40.5K

Event2026-03-31

Filed2026-05-11

ODFL

OLD DOMINION FREIGHT LINE INC COM

15.74%

Shares9.0K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP COM

-2.18%

Shares5.5K

Event2026-03-31

Filed2026-05-11

JPMORGAN BETABUILDERS JAPAN ETF

620.49%

Shares23.9K

Event2026-03-31

Filed2026-05-11

TJX

TJX COS INC NEW COM

-34.74%

Shares10.1K

Event2026-03-31

Filed2026-05-11

IWC

ISHARES MICRO-CAP ETF

-0.14%

Shares10.0K

Event2026-03-31

Filed2026-05-11

EELV

INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF

0.00%

Shares56.3K

Event2026-03-31

Filed2026-05-11

SWEETGREEN INC COM CL A

0.00%

Shares302.5K

Event2026-03-31

Filed2026-05-11

COP

CONOCOPHILLIPS COM

-2.06%

Shares11.8K

Event2026-03-31

Filed2026-05-11

HOME DEPOT INC COM

-20.10%

Shares4.6K

Event2026-03-31

Filed2026-05-11

CRWD

CROWDSTRIKE HLDGS INC CL A

-6.03%

Shares3.9K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD GROWTH INDEX FUND

-40.80%

Shares3.3K

Event2026-03-31

Filed2026-05-11

BANK NEW YORK MELLON CORP COM

10.90%

Shares12.0K

Event2026-03-31

Filed2026-05-11

FTEC

FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF

0.10%

Shares6.8K

Event2026-03-31

Filed2026-05-11

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

-2.18%

Shares12.9K

Event2026-03-31

Filed2026-05-11

GOLDMAN SACHS GROUP INC COM

-7.04%

Shares1.7K

Event2026-03-31

Filed2026-05-11

NVR

NVR INC COM

52.52%

Shares212

Event2026-03-31

Filed2026-05-11

ADP

AUTOMATIC DATA PROCESSING INC COM

28.21%

Shares6.8K

Event2026-03-31

Filed2026-05-11

CHUBB LIMITED COM

-23.17%

Shares4.2K

Event2026-03-31

Filed2026-05-11

VANGUARD MID-CAP INDEX FUND

18.36%

Shares4.7K

Event2026-03-31

Filed2026-05-11

ORLY

O REILLY AUTOMOTIVE INC NEW COM

15.66%

Shares14.6K

Event2026-03-31

Filed2026-05-11

XLE

ENERGY SELECT SECTOR SPDR FUND

-0.56%

Shares21.5K

Event2026-03-31

Filed2026-05-11

XLF

FINANCIAL SELECT SECTOR SPDR FUND

-3.52%

Shares26.2K

Event2026-03-31

Filed2026-05-11

ZTS

ZOETIS INC CL A

82.13%

Shares10.6K

Event2026-03-31

Filed2026-05-11

AMP

AMERIPRISE FINL INC COM

-2.66%

Shares2.8K

Event2026-03-31

Filed2026-05-11

EFA

ISHARES MSCI EAFE ETF

-26.25%

Shares12.8K

Event2026-03-31

Filed2026-05-11

DIA

SPDR DOW JONES INDUSTRIAL AVERAGE ETF

-27.12%

Shares2.7K

Event2026-03-31

Filed2026-05-11

VGSH

VANGUARD SHORT-TERM GOVERNMENT BOND ETF

New

Shares20.5K

Event2026-03-31

Filed2026-05-11

EATON CORP PLC SHS

-14.05%

Shares3.3K

Event2026-03-31

Filed2026-05-11

AIQ

GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF

-0.35%

Shares25.3K

Event2026-03-31

Filed2026-05-11

AMAT

APPLIED MATLS INC COM

5.40%

Shares3.5K

Event2026-03-31

Filed2026-05-11

CRM

SALESFORCE COM INC COM

-2.29%

Shares6.4K

Event2026-03-31

Filed2026-05-11

DASH

DOORDASH INC CL A

15.54%

Shares7.8K

Event2026-03-31

Filed2026-05-11

RTX

RAYTHEON TECHNOLOGIES CORP COM

5.03%

Shares6.1K

Event2026-03-31

Filed2026-05-11

CMCSA

COMCAST CORP NEW CL A

21.44%

Shares40.4K

Event2026-03-31

Filed2026-05-11

EOG

EOG RES INC COM

6.20%

Shares8.0K

Event2026-03-31

Filed2026-05-11

VRT

VERTIV HOLDINGS CO COM CL A

96.17%

Shares4.5K

Event2026-03-31

Filed2026-05-11

INVESCO S&P 500 EQUAL WEIGHT ETF

-56.27%

Shares5.8K

Event2026-03-31

Filed2026-05-11

GILD

GILEAD SCIENCES INC COM

-0.40%

Shares8.0K

Event2026-03-31

Filed2026-05-11

TOTAL SA ACT

-0.37%

Shares12.0K

Event2026-03-31

Filed2026-05-11

HOOD

ROBINHOOD MKTS INC COM CL A

10.23%

Shares15.5K

Event2026-03-31

Filed2026-05-11

FBK

FB FINL CORP COM

-92.34%

Shares20.5K

Event2026-03-31

Filed2026-05-11

GENERAL DYNAMICS CORP COM

-1.37%

Shares3.1K

Event2026-03-31

Filed2026-05-11

ASML

ASML HOLDING N V N Y REGISTRY SHS

-0.98%

Shares806

Event2026-03-31

Filed2026-05-11

ACCENTURE PLC IRELAND SHS CLASS A

-18.92%

Shares5.3K

Event2026-03-31

Filed2026-05-11

PSX

PHILLIPS 66 COM

4.32%

Shares5.7K

Event2026-03-31

Filed2026-05-11

SCHW

SCHWAB CHARLES CORP COM

-11.46%

Shares11.1K

Event2026-03-31

Filed2026-05-11

ORCL

ORACLE CORP COM

-31.75%

Shares7.1K

Event2026-03-31

Filed2026-05-11

KLAC

KLA CORPORATION COM NEW

70.73%

Shares700

Event2026-03-31

Filed2026-05-11

EEM

ISHARES MSCI EMERGING MARKETS ETF

-1.59%

Shares18.1K

Event2026-03-31

Filed2026-05-11

JPMORGAN BETABUILDERS CANADA ETF

New

Shares10.9K

Event2026-03-31

Filed2026-05-11

IJH

ISHARES S&P MIDCAP FUND

-4.93%

Shares15.0K

Event2026-03-31

Filed2026-05-11

SPGI

S&P GLOBAL INC COM

6.44%

Shares2.4K

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE CO COM

-22.30%

Shares7.0K

Event2026-03-31

Filed2026-05-11

HWM

HOWMET AEROSPACE INC COM

26.53%

Shares4.2K

Event2026-03-31

Filed2026-05-11

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

-2.82%

Shares12.4K

Event2026-03-31

Filed2026-05-11

COLGATE PALMOLIVE CO COM

-5.06%

Shares11.0K

Event2026-03-31

Filed2026-05-11

PHILIP MORRIS INTL INC COM

15.59%

Shares5.7K

Event2026-03-31

Filed2026-05-11

BBEU

JPMORGAN BETABUILDERS EUROPE ETF

101.66%

Shares12.9K

Event2026-03-31

Filed2026-05-11

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

-15.89%

Shares13.2K

Event2026-03-31

Filed2026-05-11

VONE

VANGUARD RUSSELL 1000 ETF

0.32%

Shares3.1K

Event2026-03-31

Filed2026-05-11

SUNCOR ENERGY INC NEW COM

0.16%

Shares13.8K

Event2026-03-31

Filed2026-05-11

MGK

VANGUARD MEGA CAP GROWTH ETF

0.04%

Shares2.5K

Event2026-03-31

Filed2026-05-11

ITW

ILLINOIS TOOL WKS INC COM

-6.12%

Shares3.5K

Event2026-03-31

Filed2026-05-11

LOW

LOWES COS INC COM

-24.17%

Shares3.8K

Event2026-03-31

Filed2026-05-11

GEV

GE VERNOVA INC COM

12.35%

Shares1.0K

Event2026-03-31

Filed2026-05-11

ISRG

INTUITIVE SURGICAL INC COM NEW

0.83%

Shares1.9K

Event2026-03-31

Filed2026-05-11

XBI

SPDR S&P BIOTECH ETF

-2.00%

Shares7.0K

Event2026-03-31

Filed2026-05-11

CMI

CUMMINS INC COM

9.17%

Shares1.6K

Event2026-03-31

Filed2026-05-11

NET

CLOUDFLARE INC CL A COM

35.33%

Shares4.3K

Event2026-03-31

Filed2026-05-11

EXPE

EXPEDIA GROUP INC COM NEW

-4.82%

Shares3.8K

Event2026-03-31

Filed2026-05-11

BBAX

JPMORGAN BETABUILDERS DEVELOPED ASIA-EX JAPAN ETF

New

Shares14.8K

Event2026-03-31

Filed2026-05-11

AMGN

AMGEN INC COM

-10.94%

Shares2.5K

Event2026-03-31

Filed2026-05-11

CF INDS HLDGS INC COM

106.95%

Shares6.7K

Event2026-03-31

Filed2026-05-11

NEE

NEXTERA ENERGY INC COM

-6.31%

Shares9.2K

Event2026-03-31

Filed2026-05-11

EFV

ISHARES MSCI EAFE VALUE ETF

New

Shares11.5K

Event2026-03-31

Filed2026-05-11

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

0.00%

Shares22.0K

Event2026-03-31

Filed2026-05-11

SCHD

SCHWAB US DIVIDEND EQUITY ETF

0.00%

Shares21.9K

Event2026-03-31

Filed2026-05-11

TWLO

TWILIO INC CL A

99.20%

Shares6.7K

Event2026-03-31

Filed2026-05-11

CRUS

CIRRUS LOGIC INC COM

21.60%

Shares5.8K

Event2026-03-31

Filed2026-05-11

MARVELL TECHNOLOGY GROUP LTD ORD

-1.18%

Shares8.3K

Event2026-03-31

Filed2026-05-11

ALSN

ALLISON TRANSMISSION HLDGS INC COM

-33.73%

Shares6.9K

Event2026-03-31

Filed2026-05-11

VGIT

VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF

New

Shares13.6K

Event2026-03-31

Filed2026-05-11

HLT

HILTON WORLDWIDE HLDGS INC COM

59.08%

Shares2.6K

Event2026-03-31

Filed2026-05-11

DIS

DISNEY WALT CO COM DISNEY

-12.05%

Shares8.2K

Event2026-03-31

Filed2026-05-11

VOOV

VANGUARD S&P 500 VALUE ETF

0.47%

Shares3.8K

Event2026-03-31

Filed2026-05-11

IVW

ISHARES S&P 500 GROWTH ETF

11.87%

Shares6.9K

Event2026-03-31

Filed2026-05-11

PWR

QUANTA SVCS INC COM

-0.14%

Shares1.4K

Event2026-03-31

Filed2026-05-11

CONSOLIDATED EDISON INC COM

14.68%

Shares6.7K

Event2026-03-31

Filed2026-05-11

COF

CAPITAL ONE FINL CORP COM

-15.74%

Shares4.2K

Event2026-03-31

Filed2026-05-11

SMMD

ISHARES RUSSELL 2500 ETF

-3.77%

Shares9.9K

Event2026-03-31

Filed2026-05-11

VANGUARD SMALL-CAP INDEX FUND

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-11

ECL

ECOLAB INC COM

20.31%

Shares2.8K

Event2026-03-31

Filed2026-05-11

MNST

MONSTER BEVERAGE CORP NEW COM

24.43%

Shares10.4K

Event2026-03-31

Filed2026-05-11

TTWO

TAKE-TWO INTERACTIVE SOFTWARE COM

42.50%

Shares3.8K

Event2026-03-31

Filed2026-05-11

ABNB

AIRBNB INC COM CL A

40.54%

Shares5.9K

Event2026-03-31

Filed2026-05-11

SHW

SHERWIN WILLIAMS CO COM

20.23%

Shares2.3K

Event2026-03-31

Filed2026-05-11

TRANE TECHNOLOGIES PLC SHS

-63.10%

Shares1.8K

Event2026-03-31

Filed2026-05-11

NBIS

YANDEX N V SHS CLASS A

4.55%

Shares7.1K

Event2026-03-31

Filed2026-05-11

ESS

ESSEX PPTY TR INC COM

45.59%

Shares3.0K

Event2026-03-31

Filed2026-05-11

ZOOM VIDEO COMMUNICATIONS INC CL A

9.36%

Shares9.0K

Event2026-03-31

Filed2026-05-11

FIVE

FIVE BELOW INC COM

60.07%

Shares3.1K

Event2026-03-31

Filed2026-05-11

CCK

CROWN HLDGS INC COM

29.09%

Shares7.1K

Event2026-03-31

Filed2026-05-11

TXN

TEXAS INSTRS INC COM

-4.63%

Shares3.7K

Event2026-03-31

Filed2026-05-11

RALPH LAUREN CORP CL A

29.53%

Shares2.1K

Event2026-03-31

Filed2026-05-11

TMO

THERMO FISHER SCIENTIFIC INC COM

-4.49%

Shares1.4K

Event2026-03-31

Filed2026-05-11

UNH

UNITEDHEALTH GROUP INC COM

-2.93%

Shares2.6K

Event2026-03-31

Filed2026-05-11

WASTE MGMT INC DEL COM

44.98%

Shares3.0K

Event2026-03-31

Filed2026-05-11

JCI

JOHNSON CTLS INTL PLC SHS

44.80%

Shares5.3K

Event2026-03-31

Filed2026-05-11

NTAP

NETAPP INC COM

-5.86%

Shares6.7K

Event2026-03-31

Filed2026-05-11

TGT

TARGET CORP COM

-6.44%

Shares5.7K

Event2026-03-31

Filed2026-05-11

EMB

ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-11

PARKER HANNIFIN CORP COM

14.67%

Shares758

Event2026-03-31

Filed2026-05-11

APP

APPLOVIN CORP COM CL A

0.59%

Shares1.7K

Event2026-03-31

Filed2026-05-11

ABT

ABBOTT LABS

-39.40%

Shares6.5K

Event2026-03-31

Filed2026-05-11

CURTISS WRIGHT CORP COM

25.94%

Shares976

Event2026-03-31

Filed2026-05-11

WDC

WESTERN DIGITAL CORP. COM

10.16%

Shares2.4K

Event2026-03-31

Filed2026-05-11

TXG

10X GENOMICS INC CL A COM

52.97%

Shares30.9K

Event2026-03-31

Filed2026-05-11

OHI

OMEGA HEALTHCARE INVS INC COM

9.00%

Shares14.8K

Event2026-03-31

Filed2026-05-11

LHX

L3HARRIS TECHNOLOGIES INC COM

-17.56%

Shares1.9K

Event2026-03-31

Filed2026-05-11

SNA

SNAP ON INC COM

51.06%

Shares1.8K

Event2026-03-31

Filed2026-05-11

HACK

ETFMG PRIME CYBER SECURITY ETF

0.00%

Shares8.7K

Event2026-03-31

Filed2026-05-11

DUKE ENERGY CORP NEW COM NEW

48.37%

Shares4.9K

Event2026-03-31

Filed2026-05-11

GWW

GRAINGER W W INC COM

0.34%

Shares585

Event2026-03-31

Filed2026-05-11

EGP

EASTGROUP PPTY INC COM

48.66%

Shares3.4K

Event2026-03-31

Filed2026-05-11

VNQ

VANGUARD REAL ESTATE ETF

0.27%

Shares7.2K

Event2026-03-31

Filed2026-05-11

BYD

BOYD GAMING CORP COM

19.18%

Shares7.7K

Event2026-03-31

Filed2026-05-11

ULTA

ULTA BEAUTY INC COM

31.11%

Shares1.2K

Event2026-03-31

Filed2026-05-11

NOW

SERVICENOW INC COM

36.65%

Shares6.0K

Event2026-03-31

Filed2026-05-11

SHEL

ROYAL DUTCH SHELL PLC SPONS ADR A

-1.10%

Shares6.7K

Event2026-03-31

Filed2026-05-11

ACWI

ISHARES MSCI ACWI INDEX FUND

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-11

MCK

MCKESSON CORP COM

-51.53%

Shares712

Event2026-03-31

Filed2026-05-11

CLH

CLEAN HARBORS INC COM

26.19%

Shares2.1K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO INC COM

-25.64%

Shares4.0K

Event2026-03-31

Filed2026-05-11

INTU

INTUIT COM

48.53%

Shares1.4K

Event2026-03-31

Filed2026-05-11

LINDE PLC SHS

-13.05%

Shares1.2K

Event2026-03-31

Filed2026-05-11

MUU

DIREXION DAILY MU BULL 2X ETF

New

Shares5.0K

Event2026-03-31

Filed2026-05-11

TNL

WYNDHAM DESTINATIONS INC COM

28.71%

Shares8.7K

Event2026-03-31

Filed2026-05-11

ROBT

FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF

0.00%

Shares13.0K

Event2026-03-31

Filed2026-05-11

GGG

GRACO INC COM

21.38%

Shares7.0K

Event2026-03-31

Filed2026-05-11

LECO

LINCOLN ELEC HLDGS INC COM

-7.85%

Shares2.3K

Event2026-03-31

Filed2026-05-11

ADI

ANALOG DEVICES INC COM

8.07%

Shares1.8K

Event2026-03-31

Filed2026-05-11

LAMR

LAMAR ADVERTISING CO NEW CL A

68.65%

Shares4.6K

Event2026-03-31

Filed2026-05-11

INGR

INGREDION INC COM

28.84%

Shares5.1K

Event2026-03-31

Filed2026-05-11

DAL

DELTA AIR LINES INC DEL COM NEW

-0.85%

Shares8.6K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD VALUE INDEX FUND

-17.36%

Shares2.9K

Event2026-03-31

Filed2026-05-11

CASY

CASEYS GEN STORES INC COM

-21.28%

Shares788

Event2026-03-31

Filed2026-05-11

EPR

EPR PPTYS COM SH BEN INT

13.77%

Shares11.4K

Event2026-03-31

Filed2026-05-11

VIG

VANGUARD DIVIDEND APPRECIATION INDEX FUND

100.84%

Shares2.6K

Event2026-03-31

Filed2026-05-11

VANGUARD LARGE-CAP INDEX FUND

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-11

BMO

BANK MONTREAL COM

-1.14%

Shares4.2K

Event2026-03-31

Filed2026-05-11

AOS

SMITH A O CORP COM

18.24%

Shares8.5K

Event2026-03-31

Filed2026-05-11

EXPD

EXPEDITORS INTL WASH INC COM

7.52%

Shares3.9K

Event2026-03-31

Filed2026-05-11

MATCH GROUP INC NEW COM

New

Shares18.1K

Event2026-03-31

Filed2026-05-11

JBHT

HUNT J B TRANS SVCS INC COM

34.10%

Shares2.6K

Event2026-03-31

Filed2026-05-11

HCA

HCA HEALTHCARE INC COM

0.78%

Shares1.2K

Event2026-03-31

Filed2026-05-11

SENSATA TECHNOLOGIES HLDNG PLC SHS

44.11%

Shares15.6K

Event2026-03-31

Filed2026-05-11

NNN

NATIONAL RETAIL PROPERTIES INC COM

45.52%

Shares13.1K

Event2026-03-31

Filed2026-05-11

SCHX

SCHWAB U.S. LARGE-CAP ETF

0.03%

Shares21.4K

Event2026-03-31

Filed2026-05-11

MAS

MASCO CORP COM

29.28%

Shares9.1K

Event2026-03-31

Filed2026-05-11

CIEN

CIENA CORP COM NEW

New

Shares1.4K

Event2026-03-31

Filed2026-05-11

ADSK

AUTODESK INC COM

-28.84%

Shares2.3K

Event2026-03-31

Filed2026-05-11

TE CONNECTIVITY LTD REG SHS

-0.57%

Shares2.6K

Event2026-03-31

Filed2026-05-11

DOV

DOVER CORP COM

-19.12%

Shares2.6K

Event2026-03-31

Filed2026-05-11

DEERE & CO COM

-42.37%

Shares956

Event2026-03-31

Filed2026-05-11

CVS

CVS HEALTH CORP COM

42.66%

Shares7.5K

Event2026-03-31

Filed2026-05-11

AVY

AVERY DENNISON CORP COM

18.64%

Shares3.1K

Event2026-03-31

Filed2026-05-11

JBL

JABIL INC COM

13.48%

Shares2.0K

Event2026-03-31

Filed2026-05-11

CFG

CITIZENS FINANCIAL GROUP INC COM

44.47%

Shares8.9K

Event2026-03-31

Filed2026-05-11

SLV

ISHARES SILVER TRUST

20.21%

Shares7.8K

Event2026-03-31

Filed2026-05-11

CAH

CARDINAL HEALTH INC COM

36.26%

Shares2.5K

Event2026-03-31

Filed2026-05-11

GRMN

GARMIN LTD SHS

40.11%

Shares2.3K

Event2026-03-31

Filed2026-05-11

TSN

TYSON FOODS INC CL A

-21.10%

Shares8.2K

Event2026-03-31

Filed2026-05-11

NDSN

NORDSON CORP COM

41.97%

Shares1.9K

Event2026-03-31

Filed2026-05-11

PYPL

PAYPAL HLDGS INC COM

63.45%

Shares11.4K

Event2026-03-31

Filed2026-05-11

FDX

FEDEX CORP COM

16.68%

Shares1.4K

Event2026-03-31

Filed2026-05-11

EMR

EMERSON ELEC CO COM

-39.30%

Shares3.9K

Event2026-03-31

Filed2026-05-11

QCOM

QUALCOMM INC COM

-52.15%

Shares3.9K

Event2026-03-31

Filed2026-05-11

IBM

INTERNATIONAL BUSINESS MACHINES COM

-11.86%

Shares2.1K

Event2026-03-31

Filed2026-05-11

WST

WEST PHARMACEUTICAL SVSC INC COM

27.38%

Shares2.0K

Event2026-03-31

Filed2026-05-11

SEIC

SEI INVTS CO COM

48.04%

Shares6.3K

Event2026-03-31

Filed2026-05-11

DUPONT DE NEMOURS INC COM

58.04%

Shares10.7K

Event2026-03-31

Filed2026-05-11

KEYS

KEYSIGHT TECHNOLOGIES INC COM

33.85%

Shares1.7K

Event2026-03-31

Filed2026-05-11

SNPS

SYNOPSYS INC COM

24.23%

Shares1.2K

Event2026-03-31

Filed2026-05-11

FFIV

F5 NETWORKS INC COM

108.57%

Shares1.7K

Event2026-03-31

Filed2026-05-11

EVR

EVERCORE INC CLASS A

30.63%

Shares1.6K

Event2026-03-31

Filed2026-05-11

PTC

PTC INC COM

New

Shares3.4K

Event2026-03-31

Filed2026-05-11

STT

STATE STR CORP COM

46.88%

Shares3.8K

Event2026-03-31

Filed2026-05-11

ROBO

ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF

0.40%

Shares7.0K

Event2026-03-31

Filed2026-05-11

YETI

YETI HLDGS INC COM

44.11%

Shares13.0K

Event2026-03-31

Filed2026-05-11

RNG

RINGCENTRAL INC CL A

New

Shares12.8K

Event2026-03-31

Filed2026-05-11

TECB

ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-11

BND

VANGUARD TOTAL BOND MARKET INDEX FUND

New

Shares6.4K

Event2026-03-31

Filed2026-05-11

SOUTHERN CO COM

-15.20%

Shares4.9K

Event2026-03-31

Filed2026-05-11

EBAY

EBAY INC. COM

70.39%

Shares5.2K

Event2026-03-31

Filed2026-05-11

WSM

WILLIAMS SONOMA INC COM

7.95%

Shares2.6K

Event2026-03-31

Filed2026-05-11

DFAX

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

-24.15%

Shares13.7K

Event2026-03-31

Filed2026-05-11

IBB

ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND

9.96%

Shares2.8K

Event2026-03-31

Filed2026-05-11

ASTRAZENECA PLC SPONSORED ADR

New

Shares2.6K

Event2026-03-31

Filed2026-05-11

MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

-4.98%

Shares4.6K

Event2026-03-31

Filed2026-05-11

LMT

LOCKHEED MARTIN CORP COM

-21.35%

Shares759

Event2026-03-31

Filed2026-05-11

PSTG

PURE STORAGE INC CL A

12.24%

Shares7.7K

Event2026-03-31

Filed2026-05-11

ZION

ZIONS BANCORPORATION N A COM

48.71%

Shares7.9K

Event2026-03-31

Filed2026-05-11

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

-11.87%

Shares3.8K

Event2026-03-31

Filed2026-05-11

SCCO

SOUTHERN COPPER CORP COM

0.77%

Shares2.6K

Event2026-03-31

Filed2026-05-11

PHM

PULTE GROUP INC COM

-32.73%

Shares3.8K

Event2026-03-31

Filed2026-05-11

CLX

CLOROX CO DEL COM

23.01%

Shares4.4K

Event2026-03-31

Filed2026-05-11

BLACKROCK INC COM

-15.89%

Shares471

Event2026-03-31

Filed2026-05-11

NTRS

NORTHERN TR CORP COM

51.51%

Shares3.2K

Event2026-03-31

Filed2026-05-11

JKHY

HENRY JACK & ASSOC INC COM

New

Shares2.8K

Event2026-03-31

Filed2026-05-11

USFD

US FOODS HLDG CORP COM

19.02%

Shares4.9K

Event2026-03-31

Filed2026-05-11

MDB

MONGODB INC CL A

13.46%

Shares1.8K

Event2026-03-31

Filed2026-05-11

TTD

THE TRADE DESK INC COM CL A

73.80%

Shares19.9K

Event2026-03-31

Filed2026-05-11

APD

AIR PRODS & CHEMS INC COM

-22.54%

Shares1.5K

Event2026-03-31

Filed2026-05-11

IFF

INTERNATIONAL FLAVORS&FRAGRANC COM

63.60%

Shares6.1K

Event2026-03-31

Filed2026-05-11

FIRST INDL RLTY TR INC COM

18.98%

Shares7.7K

Event2026-03-31

Filed2026-05-11

TMUS

T MOBILE US INC COM

11.06%

Shares2.1K

Event2026-03-31

Filed2026-05-11

LIT

GLOBAL X LITHIUM & BATTERY TECH ETF

-20.36%

Shares6.0K

Event2026-03-31

Filed2026-05-11

SAM

BOSTON BEER INC CL A

New

Shares1.9K

Event2026-03-31

Filed2026-05-11

CIGNA CORP NEW COM

21.65%

Shares1.7K

Event2026-03-31

Filed2026-05-11

ITT INC COM

77.94%

Shares2.3K

Event2026-03-31

Filed2026-05-11

UNP

UNION PAC CORP COM

-13.90%

Shares1.8K

Event2026-03-31

Filed2026-05-11

GENERAL MTRS CO COM

4.17%

Shares5.8K

Event2026-03-31

Filed2026-05-11

EIS

ISHARES MSCI ISRAEL ETF

0.03%

Shares3.7K

Event2026-03-31

Filed2026-05-11

TPR

TAPESTRY INC COM

44.66%

Shares3.0K

Event2026-03-31

Filed2026-05-11

TOL

TOLL BROTHERS INC COM

81.17%

Shares3.1K

Event2026-03-31

Filed2026-05-11

VTEB

VANGUARD TAX-EXEMPT BOND ETF

New

Shares8.5K

Event2026-03-31

Filed2026-05-11

ABSI

ABSCI CORPORATION COM

New

Shares140.7K

Event2026-03-31

Filed2026-05-11

JHG

JANUS HENDERSON GROUP PLC ORD SHS

32.79%

Shares8.2K

Event2026-03-31

Filed2026-05-11

WCC

WESCO INTL INC COM

New

Shares1.5K

Event2026-03-31

Filed2026-05-11

SNDR

SCHNEIDER NATIONAL INC CL B

50.04%

Shares15.9K

Event2026-03-31

Filed2026-05-11

MAN

MANPOWERGROUP INC COM

New

Shares14.2K

Event2026-03-31

Filed2026-05-11

EVERSOURCE ENERGY COM

50.42%

Shares5.9K

Event2026-03-31

Filed2026-05-11

AMERISOURCEBERGEN CORP COM

7.60%

Shares1.3K

Event2026-03-31

Filed2026-05-11

CGNX

COGNEX CORP COM

36.09%

Shares8.3K

Event2026-03-31

Filed2026-05-11

SNOW

SNOWFLAKE INC COM SHS

131.25%

Shares2.7K

Event2026-03-31

Filed2026-05-11

GLPI

GAMING & LEISURE PPTYS INC COM

79.93%

Shares9.2K

Event2026-03-31

Filed2026-05-11

DVY

ISHARES SELECT DIVIDEND ETF

-20.65%

Shares2.7K

Event2026-03-31

Filed2026-05-11

MAA

MID AMER APT CMNTYS INC COM

116.35%

Shares3.3K

Event2026-03-31

Filed2026-05-11

DPZ

DOMINOS PIZZA INC COM

New

Shares1.1K

Event2026-03-31

Filed2026-05-11

REGN

REGENERON PHARMACEUTICALS COM

-18.52%

Shares519

Event2026-03-31

Filed2026-05-11

VMI

VALMONT INDS INC COM

52.91%

Shares997

Event2026-03-31

Filed2026-05-11

QRVO

QORVO INC COM

29.96%

Shares5.1K

Event2026-03-31

Filed2026-05-11

TROW

T ROWE PRICE GROUP INC COM

-17.56%

Shares4.4K

Event2026-03-31

Filed2026-05-11

EXC

EXELON CORP COM

33.71%

Shares8.0K

Event2026-03-31

Filed2026-05-11

MEDTRONIC PLC SHS

-29.95%

Shares4.5K

Event2026-03-31

Filed2026-05-11

USB

US BANCORP DEL COM NEW

16.39%

Shares7.5K

Event2026-03-31

Filed2026-05-11

FNB

F N B CORP COM

28.11%

Shares23.2K

Event2026-03-31

Filed2026-05-11

CRBN

ISHARES MSCI ACWI LOW CARBON TARGET ETF

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-11

CYTK

CYTOKINETICS INC COM NEW

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-11

NVST

ENVISTA HOLDINGS CORPORATION COM

60.57%

Shares15.2K

Event2026-03-31

Filed2026-05-11

RCL

ROYAL CARIBBEAN CRUISES LTD COM

47.37%

Shares1.4K

Event2026-03-31

Filed2026-05-11

ILMN

ILLUMINA INC COM

20.15%

Shares3.1K

Event2026-03-31

Filed2026-05-11

AGO

ASSURED GUARANTY LTD COM

88.70%

Shares4.7K

Event2026-03-31

Filed2026-05-11

KHC

KRAFT HEINZ CO COM

72.19%

Shares17.1K

Event2026-03-31

Filed2026-05-11

SOXL

DIREXION DAILY SEMICONDUCTOR BULL 3X ETF

New

Shares8.0K

Event2026-03-31

Filed2026-05-11

CME

CME GROUP INC COM

16.77%

Shares1.3K

Event2026-03-31

Filed2026-05-11

CHRW

C H ROBINSON WORLDWIDE INC COM NEW

-0.82%

Shares2.3K

Event2026-03-31

Filed2026-05-11

BUG

GLOBAL X CYBERSECURITY ETF

0.03%

Shares15.0K

Event2026-03-31

Filed2026-05-11

REG

REGENCY CTRS CORP COM

68.47%

Shares4.9K

Event2026-03-31

Filed2026-05-11

PVLA

PALVELLA THERAPEUTICS INC NEW COM

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-11

BLACKSTONE GROUP INC COM CL A

-0.80%

Shares3.2K

Event2026-03-31

Filed2026-05-11

DELL

DELL TECHNOLOGIES INC CL C

21.79%

Shares2.3K

Event2026-03-31

Filed2026-05-11

PSLV

SPROTT PHYSICAL SILVER TR TR UNIT

8.22%

Shares15.2K

Event2026-03-31

Filed2026-05-11

SCHH

SCHWAB U.S. REIT ETF

35.08%

Shares17.3K

Event2026-03-31

Filed2026-05-11

DCI

DONALDSON INC COM

6.90%

Shares4.4K

Event2026-03-31

Filed2026-05-11

IDXX

IDEXX LABS INC COM

77.78%

Shares656

Event2026-03-31

Filed2026-05-11

POCT

INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER

0.00%

Shares8.5K

Event2026-03-31

Filed2026-05-11

VRSN

VERISIGN INC COM

New

Shares1.5K

Event2026-03-31

Filed2026-05-11

CINF

CINCINNATI FINL CORP COM

0.91%

Shares2.3K

Event2026-03-31

Filed2026-05-11

HSBC

HSBC HLDGS PLC SPON ADR NEW

-1.67%

Shares4.4K

Event2026-03-31

Filed2026-05-11

Energy Transfer LP COM UT LTD PTN

18.89%

Shares18.8K

Event2026-03-31

Filed2026-05-11

SHE

SPDR SSGA GENDER DIVERSITY INDEX ETF

0.28%

Shares2.8K

Event2026-03-31

Filed2026-05-11

APH

AMPHENOL CORP NEW CL A

12.39%

Shares2.8K

Event2026-03-31

Filed2026-05-11

LOPE

GRAND CANYON ED INC COM

New

Shares2.1K

Event2026-03-31

Filed2026-05-11

URI

UNITED RENTALS INC COM

-10.11%

Shares489

Event2026-03-31

Filed2026-05-11

FAF

FIRST AMERN FINL CORP COM

32.52%

Shares5.9K

Event2026-03-31

Filed2026-05-11

ESI

ELEMENT SOLUTIONS INC COM

4.39%

Shares10.4K

Event2026-03-31

Filed2026-05-11

ROKU

ROKU INC COM CL A

61.97%

Shares3.7K

Event2026-03-31

Filed2026-05-11

VTR

VENTAS INC COM

11.87%

Shares4.3K

Event2026-03-31

Filed2026-05-11

ELV

ANTHEM INC COM

103.20%

Shares1.2K

Event2026-03-31

Filed2026-05-11

RSG

REPUBLIC SVCS INC COM

55.65%

Shares1.6K

Event2026-03-31

Filed2026-05-11

MIDD

MIDDLEBY CORP COM

5.89%

Shares2.6K

Event2026-03-31

Filed2026-05-11

ON SEMICONDUCTOR CORP COM

22.44%

Shares5.6K

Event2026-03-31

Filed2026-05-11

OUSTER INC COM NEW

0.00%

Shares19.0K

Event2026-03-31

Filed2026-05-11

ATR

APTARGROUP INC COM

New

Shares2.7K

Event2026-03-31

Filed2026-05-11

WTFC

WINTRUST FINL CORP COM

New

Shares2.5K

Event2026-03-31

Filed2026-05-11

CPT

CAMDEN PPTY TR SH BEN INT

19.67%

Shares3.5K

Event2026-03-31

Filed2026-05-11

BNY MELLON MUNICIPAL INTERMEDIATE ETF

New

Shares13.2K

Event2026-03-31

Filed2026-05-11

AGCO

AGCO CORP COM

30.85%

Shares3.0K

Event2026-03-31

Filed2026-05-11

CCJ

CAMECO CORP COM

-17.54%

Shares3.1K

Event2026-03-31

Filed2026-05-11

BKLN

INVESCO SENIOR LOAN ETF

-26.54%

Shares16.5K

Event2026-03-31

Filed2026-05-11

SPB

SPECTRUM BRANDS HLDGS INC NEW COM

-8.73%

Shares4.5K

Event2026-03-31

Filed2026-05-11

ITEQ

AMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-11

DHR

DANAHER CORPORATION COM

-32.02%

Shares1.8K

Event2026-03-31

Filed2026-05-11

PPG

PPG INDS INC COM

New

Shares3.1K

Event2026-03-31

Filed2026-05-11

AIG

AMERICAN INTL GROUP INC COM NEW

31.89%

Shares4.4K

Event2026-03-31

Filed2026-05-11

RHI

ROBERT HALF INTL INC COM

74.34%

Shares13.1K

Event2026-03-31

Filed2026-05-11

DTE

DTE ENERGY CO COM

New

Shares2.3K

Event2026-03-31

Filed2026-05-11

ROYAL BK CDA COM

0.05%

Shares2.0K

Event2026-03-31

Filed2026-05-11

GENPACT LIMITED SHS

-42.29%

Shares8.9K

Event2026-03-31

Filed2026-05-11

DDOG

DATADOG INC CL A COM

76.07%

Shares2.8K

Event2026-03-31

Filed2026-05-11

BSX

BOSTON SCIENTIFIC CORP COM

-10.67%

Shares5.3K

Event2026-03-31

Filed2026-05-11

ROST

ROSS STORES INC COM

New

Shares1.5K

Event2026-03-31

Filed2026-05-11

KROGER CO COM

0.82%

Shares4.5K

Event2026-03-31

Filed2026-05-11

IYY

ISHARES DOW JONES U.S. ETF

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-11

GAP

GAP INC COM

New

Shares13.5K

Event2026-03-31

Filed2026-05-11

FEDERAL REALTY INVT TR SH BEN INT NEW

New

Shares3.1K

Event2026-03-31

Filed2026-05-11

UHS

UNIVERSAL HLTH SVCS INC CL B

-4.23%

Shares1.8K

Event2026-03-31

Filed2026-05-11

DLTR

DOLLAR TREE INC COM

New

Shares3.0K

Event2026-03-31

Filed2026-05-11

TTC

TORO CO COM

-0.66%

Shares3.5K

Event2026-03-31

Filed2026-05-11

CUZ

COUSINS PPTYS INC COM NEW

New

Shares14.2K

Event2026-03-31

Filed2026-05-11

OKTA

OKTA INC CL A

68.03%

Shares4.1K

Event2026-03-31

Filed2026-05-11

PLD

PROLOGIS INC. COM

7.82%

Shares2.4K

Event2026-03-31

Filed2026-05-11

IMMX

IMMIX BIOPHARMA INC COM

New

Shares35.0K

Event2026-03-31

Filed2026-05-11

MTB

M & T BK CORP COM

55.13%

Shares1.5K

Event2026-03-31

Filed2026-05-11

MTG

MGIC INVT CORP WIS COM

14.61%

Shares12.1K

Event2026-03-31

Filed2026-05-11

GVA

GRANITE CONSTR INC COM

0.04%

Shares2.6K

Event2026-03-31

Filed2026-05-11

AEE

AMEREN CORP COM

New

Shares2.9K

Event2026-03-31

Filed2026-05-11

FCN

FTI CONSULTING INC COM

New

Shares1.8K

Event2026-03-31

Filed2026-05-11

MUB

ISHARES NATIONAL MUNI BOND ETF

New

Shares3.0K

Event2026-03-31

Filed2026-05-11

CDNS

CADENCE DESIGN SYSTEM INC COM

-33.31%

Shares1.1K

Event2026-03-31

Filed2026-05-11

DYNATRACE INC COM

-8.35%

Shares8.5K

Event2026-03-31

Filed2026-05-11

APG

API GROUP CORP COM STK

4.78%

Shares7.8K

Event2026-03-31

Filed2026-05-11

BOTZ

GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF

7.55%

Shares9.5K

Event2026-03-31

Filed2026-05-11

GMED

GLOBUS MED INC CL A

New

Shares3.6K

Event2026-03-31

Filed2026-05-11

CAG

CONAGRA BRANDS INC COM

New

Shares19.9K

Event2026-03-31

Filed2026-05-11

BBVA

BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR

-2.76%

Shares14.4K

Event2026-03-31

Filed2026-05-11

VLO

VALERO ENERGY CORP COM

-48.66%

Shares1.3K

Event2026-03-31

Filed2026-05-11

FOXA

FOX CORP CL A COM

-23.44%

Shares5.3K

Event2026-03-31

Filed2026-05-11

VRSK

VERISK ANALYTICS INC COM

New

Shares1.6K

Event2026-03-31

Filed2026-05-11

WEC ENERGY GROUP INC COM

New

Shares2.7K

Event2026-03-31

Filed2026-05-11

TER

TERADYNE INC COM

-4.47%

Shares1.0K

Event2026-03-31

Filed2026-05-11

NUE

NUCOR CORP COM

-10.15%

Shares1.8K

Event2026-03-31

Filed2026-05-11

DOLLAR GEN CORP NEW COM

-15.71%

Shares2.6K

Event2026-03-31

Filed2026-05-11

DOCU

DOCUSIGN INC COM

-12.20%

Shares6.5K

Event2026-03-31

Filed2026-05-11

NOC

NORTHROP GRUMMAN CORP COM

-97.88%

Shares451

Event2026-03-31

Filed2026-05-11

WWD

WOODWARD INC COM

21.33%

Shares859

Event2026-03-31

Filed2026-05-11

TDTT

FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS INDEX FUND

0.00%

Shares12.6K

Event2026-03-31

Filed2026-05-11

ROK

ROCKWELL AUTOMATION INC COM

New

Shares847

Event2026-03-31

Filed2026-05-11

GLW

CORNING INC COM

New

Shares2.2K

Event2026-03-31

Filed2026-05-11

SCMB

SCHWAB MUNICIPAL BOND ETF

New

Shares11.9K

Event2026-03-31

Filed2026-05-11

ORI

OLD REP INTL CORP COM

52.94%

Shares7.6K

Event2026-03-31

Filed2026-05-11

XYZ

SQUARE INC CL A

New

Shares5.0K

Event2026-03-31

Filed2026-05-11

UAL

UNITED AIRLS HLDGS INC COM

17.71%

Shares3.3K

Event2026-03-31

Filed2026-05-11

PRI

PRIMERICA INC COM

New

Shares1.2K

Event2026-03-31

Filed2026-05-11

GWRE

GUIDEWIRE SOFTWARE INC COM

New

Shares2.0K

Event2026-03-31

Filed2026-05-11

PSA

PUBLIC STORAGE COM

6.05%

Shares1.1K

Event2026-03-31

Filed2026-05-11

SCHI

SCHWAB 5-10 YEAR CORPORATE BOND ETF

0.00%

Shares13.1K

Event2026-03-31

Filed2026-05-11

MKSI

MKS INSTRS INC COM

New

Shares1.3K

Event2026-03-31

Filed2026-05-11

POST

POST HLDGS INC COM

New

Shares3.0K

Event2026-03-31

Filed2026-05-11

PGR

PROGRESSIVE CORP OHIO COM

-4.68%

Shares1.5K

Event2026-03-31

Filed2026-05-11

IWO

ISHARES RUSSELL 2000 GROWTH ETF

-17.76%

Shares940

Event2026-03-31

Filed2026-05-11

NRG

NRG ENERGY INC COM NEW

37.23%

Shares2.0K

Event2026-03-31

Filed2026-05-11

SBAC

SBA COMMUNICATIONS CORP NEW CL A

-14.38%

Shares1.7K

Event2026-03-31

Filed2026-05-11

OZK

BANK OZK COM

New

Shares6.3K

Event2026-03-31

Filed2026-05-11

GLDM

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

New

Shares3.1K

Event2026-03-31

Filed2026-05-11

HON

HONEYWELL INTL INC COM

-51.18%

Shares1.3K

Event2026-03-31

Filed2026-05-11

ALB

ALBEMARLE CORP COM

1.45%

Shares1.6K

Event2026-03-31

Filed2026-05-11

PPH

VANECK VECTORS PHARMACEUTICAL ETF

-0.14%

Shares2.8K

Event2026-03-31

Filed2026-05-11

REALTY INCOME CORP COM

-14.62%

Shares4.7K

Event2026-03-31

Filed2026-05-11

EFG

ISHARES MSCI EAFE GROWTH ETF

New

Shares2.6K

Event2026-03-31

Filed2026-05-11

SWKS

SKYWORKS SOLUTIONS INC COM

-14.15%

Shares5.4K

Event2026-03-31

Filed2026-05-11

AGILENT TECHNOLOGIES INC COM

66.76%

Shares2.5K

Event2026-03-31

Filed2026-05-11

IBIT

ISHARES BITCOIN TRUST ETF

16.58%

Shares7.5K

Event2026-03-31

Filed2026-05-11

TRGP

TARGA RES CORP COM

-67.36%

Shares1.1K

Event2026-03-31

Filed2026-05-11

VCSH

VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND

-3.48%

Shares3.6K

Event2026-03-31

Filed2026-05-11

SSNC

SS&C TECHNOLOGIES HLDGS INC COM

-22.66%

Shares4.2K

Event2026-03-31

Filed2026-05-11

LITE

LUMENTUM HLDGS INC COM

New

Shares402

Event2026-03-31

Filed2026-05-11

UNM

UNUM GROUP COM

34.46%

Shares3.9K

Event2026-03-31

Filed2026-05-11

JEPQ

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

35.08%

Shares5.1K

Event2026-03-31

Filed2026-05-11

ALTRIA GROUP INC COM

16.11%

Shares4.3K

Event2026-03-31

Filed2026-05-11

PNW

PINNACLE WEST CAP CORP COM

New

Shares2.8K

Event2026-03-31

Filed2026-05-11

ALLY

ALLY FINL INC COM

58.67%

Shares7.2K

Event2026-03-31

Filed2026-05-11

OLED

UNIVERSAL DISPLAY CORP COM

32.34%

Shares3.1K

Event2026-03-31

Filed2026-05-11

PODD

INSULET CORP COM

1.14%

Shares1.3K

Event2026-03-31

Filed2026-05-11

FHB

FIRST HAWAIIAN INC COM

New

Shares11.3K

Event2026-03-31

Filed2026-05-11

VANGUARD TOTAL WORLD STOCK INDEX FUND

New

Shares2.0K

Event2026-03-31

Filed2026-05-11

SPOT

SPOTIFY TECHNOLOGY S A SHS

13.80%

Shares569

Event2026-03-31

Filed2026-05-11

TTEK

TETRA TECH INC NEW COM

40.27%

Shares9.1K

Event2026-03-31

Filed2026-05-11

AFL

AFLAC INC COM

New

Shares2.5K

Event2026-03-31

Filed2026-05-11

DXCM

DEXCOM INC COM

New

Shares4.4K

Event2026-03-31

Filed2026-05-11

ZBH

ZIMMER BIOMET HOLDINGS INC COM

New

Shares3.0K

Event2026-03-31

Filed2026-05-11

DBX

DROPBOX INC CL A

-2.11%

Shares11.9K

Event2026-03-31

Filed2026-05-11

MSM

MSC INDL DIRECT INC CL A

-18.63%

Shares2.9K

Event2026-03-31

Filed2026-05-11

CARNIVAL CORP PAIRED CTF

New

Shares10.4K

Event2026-03-31

Filed2026-05-11

WDAY

WORKDAY INC CL A

113.14%

Shares2.1K

Event2026-03-31

Filed2026-05-11

Call Option Holdings

NBIS Call CallYANDEX N V SHS CLASS A900 shares0.00%2026-03-312026-05-11

ARISTA NETWORKS INC COM Call CallARISTA NETWORKS INC COM300 shares0.00%2026-03-312026-05-11

TTD Call CallTHE TRADE DESK INC COM CL A1.0K shares0.00%2026-03-312026-05-11

NBIS Call

YANDEX N V SHS CLASS A

0.00%

Shares900

Event2026-03-31

Filed2026-05-11

ARISTA NETWORKS INC COM Call

ARISTA NETWORKS INC COM

0.00%

Shares300

Event2026-03-31

Filed2026-05-11

TTD Call

THE TRADE DESK INC COM CL A

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-11

Put Option Holdings

No put option holdings data available