Sponsored
The Analysis of COMMONWEALTH EQUITY SERVICES, LLC's Holdings & P&L
Currently, COMMONWEALTH EQUITY SERVICES, LLC holds 4299 types of securities in its portfolio with a total value $71.6B. In the most recent quarter, they have increased their positions in CORO (+2.4M shares, valued at $75.9M), PVAL (+1.5M shares, valued at $71.3M), CGDV (+1.1M shares, valued at $47.3M); decreased their positions in AAPL (-687.0K shares, valued at $174.4M), N/A (-287.1K shares, valued at $137.6M), NVDA (-732.9K shares, valued at $127.8M); initiated new positions in CORO (+2.4M shares, valued at $75.9M), IDEF (+1.1M shares, valued at $37.3M), BLCR (+598.4K shares, valued at $24.6M).
1M P&L
+2.9B+4.14%
3M P&L
-4.1B-5.42%
HY P&L
-2.1B-2.81%
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/A44.5B
67.9%
2Consumer Electronics2.3B
3.5%
3Semiconductors2.2B
3.3%
Top Industries by Stock Count
1N/A2247 stocks
56.1%
2Banks - Regional126 stocks
3.1%
3Biotechnology109 stocks
2.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
AAPL
-7.13%APPLE INC
Shares9.0M
Event2026-03-31
Filed2026-04-27
IVV
-3.19%ISHARES TR
Shares2.6M
Event2026-03-31
Filed2026-04-27
NVDA
-7.47%NVIDIA CORPORATION
Shares9.1M
Event2026-03-31
Filed2026-04-27
MSFT
-3.74%MICROSOFT CORP
Shares3.0M
Event2026-03-31
Filed2026-04-27
VEA
-1.43%VANGUARD TAX-MANAGED FDS
Shares16.8M
Event2026-03-31
Filed2026-04-27
SPY
-6.76%STATE STR SPDR S&P 500 ETF T
Shares1.6M
Event2026-03-31
Filed2026-04-27
INVESCO QQQ TR
-10.40%INVESCO QQQ TR
Shares1.8M
Event2026-03-31
Filed2026-04-27
AMZN
-6.65%AMAZON COM INC
Shares4.4M
Event2026-03-31
Filed2026-04-27
VANGUARD INDEX FDS
-1.30%VANGUARD INDEX FDS
Shares1.3M
Event2026-03-31
Filed2026-04-27
IWF
-5.33%ISHARES TR
Shares1.7M
Event2026-03-31
Filed2026-04-27
VUG
-4.01%VANGUARD INDEX FDS
Shares1.6M
Event2026-03-31
Filed2026-04-27
VTI
-15.14%VANGUARD INDEX FDS
Shares2.0M
Event2026-03-31
Filed2026-04-27
ALPHABET INC
-4.06%ALPHABET INC
Shares2.2M
Event2026-03-31
Filed2026-04-27
CGDV
9.00%CAPITAL GROUP DIVIDEND VALUE
Shares13.5M
Event2026-03-31
Filed2026-04-27
CGGR
2.72%CAPITAL GROUP GROWTH ETF
Shares13.6M
Event2026-03-31
Filed2026-04-27
BERKSHIRE HATHAWAY INC DEL
-20.59%BERKSHIRE HATHAWAY INC DEL
Shares1.1M
Event2026-03-31
Filed2026-04-27
VTV
-2.80%VANGUARD INDEX FDS
Shares2.6M
Event2026-03-31
Filed2026-04-27
VIG
-7.67%VANGUARD SPECIALIZED FUNDS
Shares2.4M
Event2026-03-31
Filed2026-04-27
DGRO
-0.57%ISHARES TR
Shares7.2M
Event2026-03-31
Filed2026-04-27
ALPHABET INC
-7.33%ALPHABET INC
Shares1.6M
Event2026-03-31
Filed2026-04-27
JPM
-9.78%JPMORGAN CHASE & CO
Shares1.4M
Event2026-03-31
Filed2026-04-27
RDVY
1.01%FIRST TR EXCHANGE TRADED FD
Shares5.6M
Event2026-03-31
Filed2026-04-27
GLD
-5.92%SPDR GOLD TR
Shares851.5K
Event2026-03-31
Filed2026-04-27
COST
-2.30%COSTCO WHOLESALE CORPORATION
Shares356.9K
Event2026-03-31
Filed2026-04-27
VYM
0.78%VANGUARD WHITEHALL FDS
Shares2.4M
Event2026-03-31
Filed2026-04-27
XOM
-3.18%EXXON MOBIL CORP
Shares2.1M
Event2026-03-31
Filed2026-04-27
IVW
1.39%ISHARES TR
Shares3.0M
Event2026-03-31
Filed2026-04-27
IWD
-6.94%ISHARES TR
Shares1.6M
Event2026-03-31
Filed2026-04-27
IJR
-13.01%ISHARES TR
Shares2.7M
Event2026-03-31
Filed2026-04-27
BUFR
-14.04%FIRST TR EXCHNG TRADED FD VI
Shares9.9M
Event2026-03-31
Filed2026-04-27
VWO
-10.51%VANGUARD INTL EQUITY INDEX F
Shares6.1M
Event2026-03-31
Filed2026-04-27
IJH
-6.06%ISHARES TR
Shares4.9M
Event2026-03-31
Filed2026-04-27
DFAC
4.79%DIMENSIONAL ETF TRUST
Shares8.3M
Event2026-03-31
Filed2026-04-27
JNJ
-5.04%JOHNSON & JOHNSON
Shares1.3M
Event2026-03-31
Filed2026-04-27
TSLA
-5.12%TESLA INC
Shares834.6K
Event2026-03-31
Filed2026-04-27
PVAL
30.01%PUTNAM ETF TRUST
Shares6.7M
Event2026-03-31
Filed2026-04-27
META
-6.42%META PLATFORMS INC
Shares534.8K
Event2026-03-31
Filed2026-04-27
BROADCOM INC
-9.90%BROADCOM INC
Shares984.8K
Event2026-03-31
Filed2026-04-27
MUB
-1.33%ISHARES TR
Shares2.8M
Event2026-03-31
Filed2026-04-27
SCHD
-5.64%SCHWAB STRATEGIC TR
Shares9.4M
Event2026-03-31
Filed2026-04-27
VO
-3.63%VANGUARD INDEX FDS
Shares1.0M
Event2026-03-31
Filed2026-04-27
IWP
-2.03%ISHARES TR
Shares2.3M
Event2026-03-31
Filed2026-04-27
ISHARES GOLD TR
-9.38%ISHARES GOLD TR
Shares3.2M
Event2026-03-31
Filed2026-04-27
QQQM
4.30%INVESCO EXCH TRADED FD TR II
Shares1.2M
Event2026-03-31
Filed2026-04-27
LLY
-3.53%ELI LILLY & CO
Shares303.3K
Event2026-03-31
Filed2026-04-27
DYNF
10.08%BLACKROCK ETF TRUST
Shares4.7M
Event2026-03-31
Filed2026-04-27
IWS
-6.05%ISHARES TR
Shares1.9M
Event2026-03-31
Filed2026-04-27
SPDW
0.26%SPDR INDEX SHS FDS
Shares5.7M
Event2026-03-31
Filed2026-04-27
IEFA
-10.34%ISHARES TR
Shares2.8M
Event2026-03-31
Filed2026-04-27
QUAL
-1.13%ISHARES TR
Shares1.3M
Event2026-03-31
Filed2026-04-27
VB
-1.54%VANGUARD INDEX FDS
Shares980.9K
Event2026-03-31
Filed2026-04-27
WMT
-5.82%WALMART INC
Shares2.1M
Event2026-03-31
Filed2026-04-27
JEPI
2.57%J P MORGAN EXCHANGE TRADED F
Shares4.4M
Event2026-03-31
Filed2026-04-27
CAT
-7.22%CATERPILLAR INC
Shares329.8K
Event2026-03-31
Filed2026-04-27
INVESCO EXCHANGE TRADED FD T
12.64%INVESCO EXCHANGE TRADED FD T
Shares1.2M
Event2026-03-31
Filed2026-04-27
IWY
4.16%ISHARES TR
Shares916.7K
Event2026-03-31
Filed2026-04-27
CVX
-1.79%CHEVRON CORPORATION
Shares1.1M
Event2026-03-31
Filed2026-04-27
FENI
25.21%FIDELITY COVINGTON TRUST
Shares6.1M
Event2026-03-31
Filed2026-04-27
XLK
-9.30%SELECT SECTOR SPDR TR
Shares1.7M
Event2026-03-31
Filed2026-04-27
BSV
-1.68%VANGUARD BD INDEX FDS
Shares2.8M
Event2026-03-31
Filed2026-04-27
FBND
-0.21%FIDELITY MERRIMACK STR TR
Shares4.9M
Event2026-03-31
Filed2026-04-27
VONG
1.54%VANGUARD SCOTTSDALE FDS
Shares2.0M
Event2026-03-31
Filed2026-04-27
IVE
-4.20%ISHARES TR
Shares1.0M
Event2026-03-31
Filed2026-04-27
ABBV
-3.54%ABBVIE INC
Shares1.0M
Event2026-03-31
Filed2026-04-27
PG
1.75%PROCTER & GAMBLE CO
Shares1.5M
Event2026-03-31
Filed2026-04-27
NEE
-1.62%NEXTERA ENERGY INC
Shares2.2M
Event2026-03-31
Filed2026-04-27
PLTR
-5.65%PALANTIR TECHNOLOGIES INC
Shares1.4M
Event2026-03-31
Filed2026-04-27
V
-10.56%VISA INC
Shares630.9K
Event2026-03-31
Filed2026-04-27
COWZ
-8.72%PACER FDS TR
Shares3.0M
Event2026-03-31
Filed2026-04-27
TCAF
0.94%T ROWE PRICE ETF INC
Shares5.3M
Event2026-03-31
Filed2026-04-27
HD
-4.92%HOME DEPOT INC
Shares565.7K
Event2026-03-31
Filed2026-04-27
CGGO
2.97%CAPITAL GROUP GBL GROWTH EQT
Shares5.6M
Event2026-03-31
Filed2026-04-27
FLCG
-6.51%FEDERATED HERMES ETF TRUST
Shares6.2M
Event2026-03-31
Filed2026-04-27
ITOT
7.38%ISHARES TR
Shares1.3M
Event2026-03-31
Filed2026-04-27
IEMG
-7.39%ISHARES INC
Shares2.6M
Event2026-03-31
Filed2026-04-27
VZ
-6.75%VERIZON COMMUNICATIONS INC
Shares3.5M
Event2026-03-31
Filed2026-04-27
AGG
2.04%ISHARES TR
Shares1.8M
Event2026-03-31
Filed2026-04-27
USMV
-4.44%ISHARES TR
Shares1.9M
Event2026-03-31
Filed2026-04-27
JEPQ
8.71%J P MORGAN EXCHANGE TRADED F
Shares3.1M
Event2026-03-31
Filed2026-04-27
FDVV
-2.12%FIDELITY COVINGTON TRUST
Shares3.0M
Event2026-03-31
Filed2026-04-27
CGUS
8.13%CAPITAL GROUP CORE EQUITY ET
Shares4.3M
Event2026-03-31
Filed2026-04-27
RTX
-4.32%RTX CORPORATION
Shares827.9K
Event2026-03-31
Filed2026-04-27
IGSB
4.90%ISHARES TR
Shares3.0M
Event2026-03-31
Filed2026-04-27
FELG
-2.93%FIDELITY COVINGTON TRUST
Shares4.0M
Event2026-03-31
Filed2026-04-27
AVUS
22.18%AMERICAN CENTY ETF TR
Shares1.4M
Event2026-03-31
Filed2026-04-27
IWN
0.12%ISHARES TR
Shares793.5K
Event2026-03-31
Filed2026-04-27
SPYG
-6.97%SPDR SERIES TRUST
Shares1.5M
Event2026-03-31
Filed2026-04-27
FSMD
8.13%FIDELITY COVINGTON TRUST
Shares3.3M
Event2026-03-31
Filed2026-04-27
MERCK & CO INC
-6.55%MERCK & CO INC
Shares1.2M
Event2026-03-31
Filed2026-04-27
DFAX
5.95%DIMENSIONAL ETF TRUST
Shares4.3M
Event2026-03-31
Filed2026-04-27
IBM
-2.55%INTERNATIONAL BUSINESS MACHS
Shares602.1K
Event2026-03-31
Filed2026-04-27
FBCG
4.48%FIDELITY COVINGTON TRUST
Shares2.9M
Event2026-03-31
Filed2026-04-27
MCD
-3.02%MCDONALDS CORP
Shares463.6K
Event2026-03-31
Filed2026-04-27
VONV
3.29%VANGUARD SCOTTSDALE FDS
Shares1.5M
Event2026-03-31
Filed2026-04-27
NFLX
-2.39%NETFLIX INC.
Shares1.5M
Event2026-03-31
Filed2026-04-27
FTEC
3.12%FIDELITY COVINGTON TRUST
Shares667.4K
Event2026-03-31
Filed2026-04-27
IUSB
-5.00%ISHARES TR
Shares3.0M
Event2026-03-31
Filed2026-04-27
SDVY
-2.80%FIRST TR EXCHANGE TRADED FD
Shares3.5M
Event2026-03-31
Filed2026-04-27
IWO
-3.76%ISHARES TR
Shares432.5K
Event2026-03-31
Filed2026-04-27
JIRE
9.16%J P MORGAN EXCHANGE TRADED F
Shares1.8M
Event2026-03-31
Filed2026-04-27
VGT
-7.16%VANGUARD WORLD FD
Shares193.6K
Event2026-03-31
Filed2026-04-27
BND
7.63%VANGUARD BD INDEX FDS
Shares1.8M
Event2026-03-31
Filed2026-04-27
JGRO
8.79%J P MORGAN EXCHANGE TRADED F
Shares1.6M
Event2026-03-31
Filed2026-04-27
IXUS
10.36%ISHARES TR
Shares1.5M
Event2026-03-31
Filed2026-04-27
SDY
-4.06%SPDR SERIES TRUST
Shares894.6K
Event2026-03-31
Filed2026-04-27
MOAT
-1.85%VANECK ETF TRUST
Shares1.3M
Event2026-03-31
Filed2026-04-27
FELC
6.45%FIDELITY COVINGTON TRUST
Shares3.5M
Event2026-03-31
Filed2026-04-27
BAC
-5.58%BANK AMERICA CORP
Shares2.6M
Event2026-03-31
Filed2026-04-27
RECS
-0.78%COLUMBIA ETF TR I
Shares3.3M
Event2026-03-31
Filed2026-04-27
CSCO
-2.32%CISCO SYS INC
Shares1.6M
Event2026-03-31
Filed2026-04-27
VBR
-3.89%VANGUARD INDEX FDS
Shares563.1K
Event2026-03-31
Filed2026-04-27
VEU
-1.78%VANGUARD INTL EQUITY INDEX F
Shares1.6M
Event2026-03-31
Filed2026-04-27
IYW
-7.07%ISHARES TR
Shares669.8K
Event2026-03-31
Filed2026-04-27
INVESCO EXCHANGE TRADED FD T
-15.84%INVESCO EXCHANGE TRADED FD T
Shares2.5M
Event2026-03-31
Filed2026-04-27
IUSG
-26.11%ISHARES TR
Shares776.8K
Event2026-03-31
Filed2026-04-27
IWM
-8.47%ISHARES TR
Shares476.5K
Event2026-03-31
Filed2026-04-27
DFUS
26.29%DIMENSIONAL ETF TRUST
Shares1.7M
Event2026-03-31
Filed2026-04-27
JHMM
-0.69%JOHN HANCOCK EXCHANGE TRADED
Shares1.7M
Event2026-03-31
Filed2026-04-27
LMT
-6.54%LOCKHEED MARTIN CORP
Shares192.7K
Event2026-03-31
Filed2026-04-27
TSM
-6.51%TAIWAN SEMICONDUCTOR MANUFAC
Shares343.5K
Event2026-03-31
Filed2026-04-27
VV
-1.61%VANGUARD INDEX FDS
Shares383.3K
Event2026-03-31
Filed2026-04-27
PULS
-1.80%PGIM ETF TR
Shares2.3M
Event2026-03-31
Filed2026-04-27
FMDE
37.63%FIDELITY COVINGTON TRUST
Shares3.2M
Event2026-03-31
Filed2026-04-27
GEV
-0.62%GE VERNOVA INC
Shares129.0K
Event2026-03-31
Filed2026-04-27
AMGN
-5.18%AMGEN INC
Shares319.9K
Event2026-03-31
Filed2026-04-27
FV
-20.68%FIRST TR EXCHANGE TRADED FD
Shares1.8M
Event2026-03-31
Filed2026-04-27
CGBL
17.55%CAPITAL GROUP CORE BALANCED
Shares3.2M
Event2026-03-31
Filed2026-04-27
SHYG
-11.65%ISHARES TR
Shares2.6M
Event2026-03-31
Filed2026-04-27
EFV
-19.99%ISHARES TR
Shares1.5M
Event2026-03-31
Filed2026-04-27
AMD
-1.38%ADVANCED MICRO DEVICES INC
Shares531.2K
Event2026-03-31
Filed2026-04-27
SCHG
-4.21%SCHWAB STRATEGIC TR
Shares3.7M
Event2026-03-31
Filed2026-04-27
CCL
-24.96%CARNIVAL CORP
Shares4.2M
Event2026-03-31
Filed2026-04-27
GE AEROSPACE
-3.13%GE AEROSPACE
Shares376.3K
Event2026-03-31
Filed2026-04-27
PEP
-2.45%PEPSICO INC
Shares686.7K
Event2026-03-31
Filed2026-04-27
IAGG
9.57%ISHARES TR
Shares2.1M
Event2026-03-31
Filed2026-04-27
XLE
-4.50%SELECT SECTOR SPDR TR
Shares1.7M
Event2026-03-31
Filed2026-04-27
ONEQ
-7.53%FIDELITY COMWLTH TR
Shares1.3M
Event2026-03-31
Filed2026-04-27
AVUV
5.72%AMERICAN CENTY ETF TR
Shares952.2K
Event2026-03-31
Filed2026-04-27
SPYM
8.37%SPDR SERIES TRUST
Shares1.4M
Event2026-03-31
Filed2026-04-27
ORCL
6.97%ORACLE CORP
Shares686.7K
Event2026-03-31
Filed2026-04-27
KO
-1.88%COCA COLA CO
Shares1.3M
Event2026-03-31
Filed2026-04-27
MA
-8.27%MASTERCARD INCORPORATED
Shares198.5K
Event2026-03-31
Filed2026-04-27
PFE
-4.22%PFIZER INC
Shares3.5M
Event2026-03-31
Filed2026-04-27
XMHQ
-1.49%INVESCO EXCHANGE TRADED FD T
Shares945.1K
Event2026-03-31
Filed2026-04-27
EFA
-5.28%ISHARES TR
Shares1.0M
Event2026-03-31
Filed2026-04-27
DIA
-7.12%STATE STR SPDR DOW JONES IND
Shares207.5K
Event2026-03-31
Filed2026-04-27
FVD
-10.72%FIRST TR EXCHANGE-TRADED FD
Shares2.0M
Event2026-03-31
Filed2026-04-27
SPYV
2.03%SPDR SERIES TRUST
Shares1.7M
Event2026-03-31
Filed2026-04-27
BIV
3.86%VANGUARD BD INDEX FDS
Shares1.2M
Event2026-03-31
Filed2026-04-27
CGMS
10.60%CAPITAL GRP FIXED INCM ETF T
Shares3.5M
Event2026-03-31
Filed2026-04-27
MU
1.18%MICRON TECHNOLOGY INC
Shares274.4K
Event2026-03-31
Filed2026-04-27
RWL
6.19%INVESCO EXCH TRADED FD TR II
Shares806.5K
Event2026-03-31
Filed2026-04-27
JPST
2.44%J P MORGAN EXCHANGE TRADED F
Shares1.8M
Event2026-03-31
Filed2026-04-27
AMAT
-10.88%APPLIED MATLS INC
Shares267.8K
Event2026-03-31
Filed2026-04-27
DFAI
33.80%DIMENSIONAL ETF TRUST
Shares2.3M
Event2026-03-31
Filed2026-04-27
BAI
12.51%BLACKROCK ETF TRUST
Shares2.8M
Event2026-03-31
Filed2026-04-27
T
-1.46%AT&T INC
Shares3.1M
Event2026-03-31
Filed2026-04-27
DVY
-2.60%ISHARES TR
Shares590.5K
Event2026-03-31
Filed2026-04-27
CGXU
5.65%CAPITAL GROUP INTL FOCUS EQT
Shares3.0M
Event2026-03-31
Filed2026-04-27
GSIE
6.35%GOLDMAN SACHS ETF TR
Shares2.1M
Event2026-03-31
Filed2026-04-27
OEF
-40.95%ISHARES TR
Shares275.8K
Event2026-03-31
Filed2026-04-27
MO
-16.99%ALTRIA GROUP INC
Shares1.3M
Event2026-03-31
Filed2026-04-27
BINC
-0.90%BLACKROCK ETF TRUST II
Shares1.7M
Event2026-03-31
Filed2026-04-27
SO
0.21%SOUTHERN CO
Shares890.6K
Event2026-03-31
Filed2026-04-27
FESM
0.86%FIDELITY COVINGTON TRUST
Shares2.2M
Event2026-03-31
Filed2026-04-27
HDV
-2.75%ISHARES TR
Shares626.0K
Event2026-03-31
Filed2026-04-27
JBND
17.06%J P MORGAN EXCHANGE TRADED F
Shares1.6M
Event2026-03-31
Filed2026-04-27
AXP
-2.67%AMERICAN EXPRESS CO
Shares279.1K
Event2026-03-31
Filed2026-04-27
IWR
-4.97%ISHARES TR
Shares863.9K
Event2026-03-31
Filed2026-04-27
CGDG
10.19%CAPITAL GROUP DIVIDEND GROWE
Shares2.3M
Event2026-03-31
Filed2026-04-27
LOW
-0.97%LOWES COS INC
Shares352.4K
Event2026-03-31
Filed2026-04-27
LAM RESEARCH CORP
-13.53%LAM RESEARCH CORP
Shares389.0K
Event2026-03-31
Filed2026-04-27
FTCS
-1.12%FIRST TR EXCHANGE-TRADED FD
Shares894.1K
Event2026-03-31
Filed2026-04-27
DE
-3.71%DEERE & CO
Shares146.4K
Event2026-03-31
Filed2026-04-27
INVESCO EXCH TRADED FD TR II
-4.82%INVESCO EXCH TRADED FD TR II
Shares1.1M
Event2026-03-31
Filed2026-04-27
MTUM
-16.09%ISHARES TR
Shares341.3K
Event2026-03-31
Filed2026-04-27
JAAA
55.02%JANUS DETROIT STR TR
Shares1.6M
Event2026-03-31
Filed2026-04-27
DGRW
-10.02%WISDOMTREE TR
Shares927.3K
Event2026-03-31
Filed2026-04-27
ADI
-2.24%ANALOG DEVICES INC
Shares253.0K
Event2026-03-31
Filed2026-04-27
SPHQ
-0.21%INVESCO EXCHANGE TRADED FD T
Shares1.1M
Event2026-03-31
Filed2026-04-27
CGMU
13.50%CAPITAL GRP FIXED INCM ETF T
Shares2.9M
Event2026-03-31
Filed2026-04-27
AVLV
2.03%AMERICAN CENTY ETF TR
Shares988.5K
Event2026-03-31
Filed2026-04-27
CGCP
6.81%CAPITAL GRP FIXED INCM ETF T
Shares3.5M
Event2026-03-31
Filed2026-04-27
PM
-0.04%PHILIP MORRIS INTL INC
Shares477.6K
Event2026-03-31
Filed2026-04-27
SGOV
-4.97%ISHARES TR
Shares782.9K
Event2026-03-31
Filed2026-04-27
GS
-15.80%GOLDMAN SACHS GROUP INC
Shares92.8K
Event2026-03-31
Filed2026-04-27
ESGD
1.37%ISHARES TR
Shares819.9K
Event2026-03-31
Filed2026-04-27
GLW
-9.88%CORNING INC
Shares571.4K
Event2026-03-31
Filed2026-04-27
AVEM
0.60%AMERICAN CENTY ETF TR
Shares961.0K
Event2026-03-31
Filed2026-04-27
EATON CORP PLC
-1.97%EATON CORP PLC
Shares215.2K
Event2026-03-31
Filed2026-04-27
SLV
-5.50%ISHARES SILVER TR
Shares1.1M
Event2026-03-31
Filed2026-04-27
VXUS
1.30%VANGUARD STAR FDS
Shares991.4K
Event2026-03-31
Filed2026-04-27
DFCF
42.67%DIMENSIONAL ETF TRUST
Shares1.8M
Event2026-03-31
Filed2026-04-27
CORO
NewBLACKROCK ETF TRUST
Shares2.4M
Event2026-03-31
Filed2026-04-27
SOXX
-4.10%ISHARES TR
Shares230.8K
Event2026-03-31
Filed2026-04-27
FFLC
8.41%FIDELITY COVINGTON TRUST
Shares1.5M
Event2026-03-31
Filed2026-04-27
VOE
-6.22%VANGUARD INDEX FDS
Shares401.6K
Event2026-03-31
Filed2026-04-27
GDX
-19.13%VANECK ETF TRUST
Shares805.9K
Event2026-03-31
Filed2026-04-27
TLT
-8.60%ISHARES TR
Shares849.4K
Event2026-03-31
Filed2026-04-27
XLU
2.62%SELECT SECTOR SPDR TR
Shares1.6M
Event2026-03-31
Filed2026-04-27
XLF
-3.75%SELECT SECTOR SPDR TR
Shares1.5M
Event2026-03-31
Filed2026-04-27
ITA
-21.68%ISHARES TR
Shares333.7K
Event2026-03-31
Filed2026-04-27
LMBS
24.10%FIRST TR EXCHANGE-TRADED FD
Shares1.5M
Event2026-03-31
Filed2026-04-27
CIBR
-1.76%FIRST TR EXCHANGE-TRADED FD
Shares1.2M
Event2026-03-31
Filed2026-04-27
PANW
-9.45%PALO ALTO NETWORKS INC
Shares450.1K
Event2026-03-31
Filed2026-04-27
SMH
-30.28%VANECK ETF TRUST
Shares187.7K
Event2026-03-31
Filed2026-04-27
VOT
-16.77%VANGUARD INDEX FDS
Shares276.9K
Event2026-03-31
Filed2026-04-27
FELV
10.50%FIDELITY COVINGTON TRUST
Shares2.0M
Event2026-03-31
Filed2026-04-27
IJT
2.76%ISHARES TR
Shares482.2K
Event2026-03-31
Filed2026-04-27
DUKE ENERGY CORP NEW
-3.83%DUKE ENERGY CORP NEW
Shares532.0K
Event2026-03-31
Filed2026-04-27
MGK
-10.42%VANGUARD WORLD FD
Shares188.6K
Event2026-03-31
Filed2026-04-27
VCIT
6.77%VANGUARD SCOTTSDALE FDS
Shares837.2K
Event2026-03-31
Filed2026-04-27
BRK.A
-8.57%BERKSHIRE HATHAWAY INC DEL
Shares96
Event2026-03-31
Filed2026-04-27
AIRR
16.51%FIRST TR EXCHANGE TRADED FD
Shares622.2K
Event2026-03-31
Filed2026-04-27
ASML
-7.04%ASML HLDG NV
Shares51.9K
Event2026-03-31
Filed2026-04-27
XLI
-2.16%SELECT SECTOR SPDR TR
Shares419.6K
Event2026-03-31
Filed2026-04-27
PYLD
-18.95%PIMCO ETF TR
Shares2.6M
Event2026-03-31
Filed2026-04-27
IUSV
-43.31%ISHARES TR
Shares658.6K
Event2026-03-31
Filed2026-04-27
BKDV
-2.32%BNY MELLON ETF TRUST II
Shares2.2M
Event2026-03-31
Filed2026-04-27
MBB
1.75%ISHARES TR
Shares687.6K
Event2026-03-31
Filed2026-04-27
ABT
-6.81%ABBOTT LABORATORIES
Shares632.4K
Event2026-03-31
Filed2026-04-27
JCPB
15.82%J P MORGAN EXCHANGE TRADED F
Shares1.4M
Event2026-03-31
Filed2026-04-27
OKE
3.45%ONEOK INC NEW
Shares709.5K
Event2026-03-31
Filed2026-04-27
BA
-10.40%BOEING CO
Shares320.8K
Event2026-03-31
Filed2026-04-27
HON
-6.15%HONEYWELL INTL INC
Shares281.4K
Event2026-03-31
Filed2026-04-27
VBK
-3.03%VANGUARD INDEX FDS
Shares206.2K
Event2026-03-31
Filed2026-04-27
CGSD
11.89%CAPITAL GRP FIXED INCM ETF T
Shares2.4M
Event2026-03-31
Filed2026-04-27
AVDE
17.78%AMERICAN CENTY ETF TR
Shares729.4K
Event2026-03-31
Filed2026-04-27
VRT
-3.43%VERTIV HOLDINGS CO
Shares246.3K
Event2026-03-31
Filed2026-04-27
NULG
-0.19%NUSHARES ETF TR
Shares677.0K
Event2026-03-31
Filed2026-04-27
MS
-8.75%MORGAN STANLEY
Shares372.3K
Event2026-03-31
Filed2026-04-27
VCSH
-0.41%VANGUARD SCOTTSDALE FDS
Shares772.8K
Event2026-03-31
Filed2026-04-27
NOBL
-7.21%PROSHARES TR
Shares576.8K
Event2026-03-31
Filed2026-04-27
QCOM
-3.15%QUALCOMM INC
Shares474.7K
Event2026-03-31
Filed2026-04-27
BLACKSTONE INC
-9.10%BLACKSTONE INC
Shares531.4K
Event2026-03-31
Filed2026-04-27
VT
-7.61%VANGUARD INTL EQUITY INDEX F
Shares436.6K
Event2026-03-31
Filed2026-04-27
BMY
-20.30%BRISTOL-MYERS SQUIBB CO
Shares992.7K
Event2026-03-31
Filed2026-04-27
JAVA
-17.32%J P MORGAN EXCHANGE TRADED F
Shares837.1K
Event2026-03-31
Filed2026-04-27
MEDTRONIC PLC
-5.20%MEDTRONIC PLC
Shares691.7K
Event2026-03-31
Filed2026-04-27
IJK
-2.73%ISHARES TR
Shares591.4K
Event2026-03-31
Filed2026-04-27
BIL
-15.64%SPDR SERIES TRUST
Shares644.3K
Event2026-03-31
Filed2026-04-27
GRID
35.27%FIRST TR EXCHANGE-TRADED FD
Shares360.4K
Event2026-03-31
Filed2026-04-27
AVNM
19.79%AMERICAN CENTY ETF TR
Shares771.3K
Event2026-03-31
Filed2026-04-27
VNQ
0.37%VANGUARD INDEX FDS
Shares660.8K
Event2026-03-31
Filed2026-04-27
DIS
-8.34%DISNEY WALT CO
Shares607.4K
Event2026-03-31
Filed2026-04-27
IGM
1.49%ISHARES TR
Shares491.7K
Event2026-03-31
Filed2026-04-27
SUB
-12.12%ISHARES TR
Shares540.1K
Event2026-03-31
Filed2026-04-27
CVIE
4.46%MORGAN STANLEY ETF TRUST
Shares790.0K
Event2026-03-31
Filed2026-04-27
IQLT
14.56%ISHARES TR
Shares1.2M
Event2026-03-31
Filed2026-04-27
DFSD
7.81%DIMENSIONAL ETF TRUST
Shares1.2M
Event2026-03-31
Filed2026-04-27
DFIC
6.12%DIMENSIONAL ETF TRUST
Shares1.6M
Event2026-03-31
Filed2026-04-27
IJS
-3.75%ISHARES TR
Shares473.7K
Event2026-03-31
Filed2026-04-27
EMR
-7.37%EMERSON ELEC CO
Shares424.7K
Event2026-03-31
Filed2026-04-27
IWB
-16.47%ISHARES TR
Shares155.7K
Event2026-03-31
Filed2026-04-27
TJX
-1.90%TJX COS INC NEW
Shares347.1K
Event2026-03-31
Filed2026-04-27
THRO
6.97%BLACKROCK ETF TRUST
Shares1.5M
Event2026-03-31
Filed2026-04-27
XLP
-3.58%SELECT SECTOR SPDR TR
Shares673.7K
Event2026-03-31
Filed2026-04-27
SFLR
-19.12%INNOVATOR ETFS TRUST
Shares1.6M
Event2026-03-31
Filed2026-04-27
CRWD
-5.86%CROWDSTRIKE HLDGS INC
Shares141.4K
Event2026-03-31
Filed2026-04-27
UPS
-12.75%UNITED PARCEL SVCS INC
Shares560.8K
Event2026-03-31
Filed2026-04-27
DFAU
-0.35%DIMENSIONAL ETF TRUST
Shares1.2M
Event2026-03-31
Filed2026-04-27
FIVA
-3.40%FIDELITY COVINGTON TRUST
Shares1.6M
Event2026-03-31
Filed2026-04-27
PAAA
15.56%PGIM ETF TR
Shares1.1M
Event2026-03-31
Filed2026-04-27
VHT
-3.43%VANGUARD WORLD FD
Shares199.1K
Event2026-03-31
Filed2026-04-27
XLV
-10.09%SELECT SECTOR SPDR TR
Shares368.9K
Event2026-03-31
Filed2026-04-27
WPC
-5.14%WP CAREY INC
Shares792.9K
Event2026-03-31
Filed2026-04-27
WFC
1.12%WELLS FARGO & CO
Shares675.0K
Event2026-03-31
Filed2026-04-27
IDEV
5.33%ISHARES TR
Shares638.5K
Event2026-03-31
Filed2026-04-27
DLN
0.32%WISDOMTREE TR
Shares595.3K
Event2026-03-31
Filed2026-04-27
WM
-5.61%WASTE MGMT INC DEL
Shares231.1K
Event2026-03-31
Filed2026-04-27
XMMO
13.20%INVESCO EXCHANGE TRADED FD T
Shares362.5K
Event2026-03-31
Filed2026-04-27
VYMI
8.22%VANGUARD WHITEHALL FDS
Shares556.2K
Event2026-03-31
Filed2026-04-27
GSLC
-3.71%GOLDMAN SACHS ETF TR
Shares418.5K
Event2026-03-31
Filed2026-04-27
ESGU
-1.76%ISHARES TR
Shares369.7K
Event2026-03-31
Filed2026-04-27
UNH
-15.23%UNITEDHEALTH GROUP INC
Shares192.1K
Event2026-03-31
Filed2026-04-27
EMXC
3.47%ISHARES INC
Shares660.8K
Event2026-03-31
Filed2026-04-27
PAVE
-5.96%GLOBAL X FDS
Shares1.0M
Event2026-03-31
Filed2026-04-27
RDVI
2.09%FIRST TR EXCHANGE-TRADED FD
Shares2.0M
Event2026-03-31
Filed2026-04-27
NULV
11.82%NUSHARES ETF TR
Shares1.1M
Event2026-03-31
Filed2026-04-27
BOND
-12.84%PIMCO ETF TR
Shares553.7K
Event2026-03-31
Filed2026-04-27
AUSF
69.86%GLOBAL X FDS
Shares1.1M
Event2026-03-31
Filed2026-04-27
PHYS
-5.27%SPROTT ASSET MANAGEMENT LP
Shares1.4M
Event2026-03-31
Filed2026-04-27
JULW
-2.90%AIM ETF PRODUCTS TRUST
Shares1.3M
Event2026-03-31
Filed2026-04-27
LVHI
-7.73%LEGG MASON ETF INVT
Shares1.2M
Event2026-03-31
Filed2026-04-27
IDV
12.42%ISHARES TR
Shares1.1M
Event2026-03-31
Filed2026-04-27
MINT
-12.33%PIMCO ETF TR
Shares482.3K
Event2026-03-31
Filed2026-04-27
HELO
7.53%J P MORGAN EXCHANGE TRADED F
Shares749.4K
Event2026-03-31
Filed2026-04-27
DFAS
2.87%DIMENSIONAL ETF TRUST
Shares672.9K
Event2026-03-31
Filed2026-04-27
GENERAL DYNAMICS CORP
-0.28%GENERAL DYNAMICS CORP
Shares139.0K
Event2026-03-31
Filed2026-04-27
KLAC
-4.84%KLA CORP
Shares32.2K
Event2026-03-31
Filed2026-04-27
GOVT
72.74%ISHARES TR
Shares2.0M
Event2026-03-31
Filed2026-04-27
USFR
1.52%WISDOMTREE TR
Shares930.3K
Event2026-03-31
Filed2026-04-27
XAR
16.96%SPDR SERIES TRUST
Shares184.1K
Event2026-03-31
Filed2026-04-27
PDP
-0.09%INVESCO EXCHANGE TRADED FD T
Shares386.5K
Event2026-03-31
Filed2026-04-27
FDL
3.36%FIRST TR EXCHANGE-TRADED FD
Shares914.8K
Event2026-03-31
Filed2026-04-27
UBER
-15.63%UBER TECHNOLOGIES INC
Shares641.2K
Event2026-03-31
Filed2026-04-27
FDLO
0.16%FIDELITY COVINGTON TRUST
Shares712.8K
Event2026-03-31
Filed2026-04-27
SHV
-14.98%ISHARES TR
Shares415.5K
Event2026-03-31
Filed2026-04-27
ARISTA NETWORKS INC
-17.74%ARISTA NETWORKS INC
Shares373.2K
Event2026-03-31
Filed2026-04-27
JQUA
-34.76%J P MORGAN EXCHANGE TRADED F
Shares743.0K
Event2026-03-31
Filed2026-04-27
PWR
4.76%QUANTA SVCS INC
Shares82.7K
Event2026-03-31
Filed2026-04-27
IMCG
1.93%ISHARES TR
Shares574.0K
Event2026-03-31
Filed2026-04-27
MDY
2.24%STATE STR SPDR S&P MIDCAP 40
Shares72.1K
Event2026-03-31
Filed2026-04-27
OCTW
-1.05%AIM ETF PRODUCTS TRUST
Shares1.2M
Event2026-03-31
Filed2026-04-27
EFG
-2.69%ISHARES TR
Shares397.3K
Event2026-03-31
Filed2026-04-27
SPSM
2.21%SPDR SERIES TRUST
Shares915.5K
Event2026-03-31
Filed2026-04-27
PSEP
-4.36%INNOVATOR ETFS TRUST
Shares1.0M
Event2026-03-31
Filed2026-04-27
CVLC
0.25%MORGAN STANLEY ETF TRUST
Shares551.2K
Event2026-03-31
Filed2026-04-27
UNP
1.09%UNION PAC CORP
Shares181.0K
Event2026-03-31
Filed2026-04-27
VXF
-9.97%VANGUARD INDEX FDS
Shares213.1K
Event2026-03-31
Filed2026-04-27
TT
45.74%TRANE TECHNOLOGIES PLC
Shares104.8K
Event2026-03-31
Filed2026-04-27
FTHI
8.01%FIRST TR EXCHANGE TRADED FD
Shares1.9M
Event2026-03-31
Filed2026-04-27
FENY
-0.78%FIDELITY COVINGTON TRUST
Shares1.3M
Event2026-03-31
Filed2026-04-27
HYD
-3.51%VANECK ETF TRUST
Shares865.2K
Event2026-03-31
Filed2026-04-27
CGIC
67.34%CAPITAL GROUP INTERNATIONAL
Shares1.3M
Event2026-03-31
Filed2026-04-27
VDC
-5.75%VANGUARD WORLD FD
Shares189.9K
Event2026-03-31
Filed2026-04-27
EAGG
17.77%ISHARES TR
Shares895.9K
Event2026-03-31
Filed2026-04-27
SYK
-6.04%STRYKER CORPORATION
Shares129.6K
Event2026-03-31
Filed2026-04-27
GLDM
51.58%WORLD GOLD TR
Shares459.3K
Event2026-03-31
Filed2026-04-27
INTC
4.34%INTEL CORP
Shares961.4K
Event2026-03-31
Filed2026-04-27
SPMO
-0.58%INVESCO EXCH TRADED FD TR II
Shares377.9K
Event2026-03-31
Filed2026-04-27
MGV
-14.47%VANGUARD WORLD FD
Shares292.0K
Event2026-03-31
Filed2026-04-27
FLDR
31.03%FIDELITY MERRIMACK STR TR
Shares844.1K
Event2026-03-31
Filed2026-04-27
FDX
-0.60%FEDEX CORP
Shares118.5K
Event2026-03-31
Filed2026-04-27
CRM
-11.58%SALESFORCE INC
Shares223.2K
Event2026-03-31
Filed2026-04-27
NOC
-16.21%NORTHROP GRUMMAN CORP
Shares60.6K
Event2026-03-31
Filed2026-04-27
MMM
-6.40%3M CO
Shares284.4K
Event2026-03-31
Filed2026-04-27
VFLO
5.17%VICTORY PORTFOLIOS II
Shares1.0M
Event2026-03-31
Filed2026-04-27
EPD
-1.81%ENTERPRISE PRODS PARTNERS L
Shares1.1M
Event2026-03-31
Filed2026-04-27
MGC
-14.84%VANGUARD WORLD FD
Shares173.9K
Event2026-03-31
Filed2026-04-27
MCK
-1.49%MCKESSON CORP
Shares47.3K
Event2026-03-31
Filed2026-04-27
IWV
11.26%ISHARES TR
Shares110.2K
Event2026-03-31
Filed2026-04-27
IBDR
19.55%ISHARES TR
Shares1.7M
Event2026-03-31
Filed2026-04-27
CGMM
48.99%CAPITAL GROUP EQUITY ETF TR
Shares1.4M
Event2026-03-31
Filed2026-04-27
CEG
-4.61%CONSTELLATION ENERGY CORP
Shares144.0K
Event2026-03-31
Filed2026-04-27
ENB
-17.70%ENBRIDGE INC
Shares738.2K
Event2026-03-31
Filed2026-04-27
JPEF
4.96%J P MORGAN EXCHANGE TRADED F
Shares556.3K
Event2026-03-31
Filed2026-04-27
CITIGROUP INC
-3.14%CITIGROUP INC
Shares351.0K
Event2026-03-31
Filed2026-04-27
LINDE PLC
1.32%LINDE PLC
Shares80.1K
Event2026-03-31
Filed2026-04-27
VIGI
-29.66%VANGUARD WHITEHALL FDS
Shares447.4K
Event2026-03-31
Filed2026-04-27
IDMO
53.35%INVESCO EXCH TRADED FD TR II
Shares720.0K
Event2026-03-31
Filed2026-04-27
ALPS ETF TR
-2.14%ALPS ETF TR
Shares747.2K
Event2026-03-31
Filed2026-04-27
TBIL
-8.16%RBB FD INC
Shares786.1K
Event2026-03-31
Filed2026-04-27
SHOP
2.13%SHOPIFY INC
Shares328.8K
Event2026-03-31
Filed2026-04-27
IEF
21.04%ISHARES TR
Shares408.5K
Event2026-03-31
Filed2026-04-27
COP
-14.37%CONOCOPHILLIPS
Shares295.2K
Event2026-03-31
Filed2026-04-27
VTEB
-21.55%VANGUARD MUN BD FDS
Shares777.8K
Event2026-03-31
Filed2026-04-27
FFSM
4.81%FIDELITY COVINGTON TRUST
Shares1.2M
Event2026-03-31
Filed2026-04-27
ITW
-3.84%ILLINOIS TOOL WKS INC
Shares148.3K
Event2026-03-31
Filed2026-04-27
FIIG
-11.50%FIRST TR EXCHANGE-TRADED FD
Shares1.9M
Event2026-03-31
Filed2026-04-27
PSX
-0.86%PHILLIPS 66
Shares210.1K
Event2026-03-31
Filed2026-04-27
GPIX
262.21%GOLDMAN SACHS ETF TR
Shares763.8K
Event2026-03-31
Filed2026-04-27
NUE
-0.28%NUCOR CORP
Shares225.6K
Event2026-03-31
Filed2026-04-27
EMLP
8.17%FIRST TR EXCHANGE-TRADED FD
Shares871.8K
Event2026-03-31
Filed2026-04-27
FTSM
-4.14%FIRST TR EXCHANGE-TRADED FD
Shares636.7K
Event2026-03-31
Filed2026-04-27
NEM
7.34%NEWMONT CORP
Shares350.0K
Event2026-03-31
Filed2026-04-27
CSX
2.92%CSX CORP
Shares915.7K
Event2026-03-31
Filed2026-04-27
SCHX
-3.67%SCHWAB STRATEGIC TR
Shares1.5M
Event2026-03-31
Filed2026-04-27
CGGE
87.02%CAPITAL GROUP GLOBAL EQUITY
Shares1.2M
Event2026-03-31
Filed2026-04-27
IDEF
NewBLACKROCK ETF TRUST
Shares1.1M
Event2026-03-31
Filed2026-04-27
AHR
-5.34%AMERICAN HEALTHCARE REIT INC
Shares789.1K
Event2026-03-31
Filed2026-04-27
TMO
-7.77%THERMO FISHER SCIENTIFIC INC
Shares75.4K
Event2026-03-31
Filed2026-04-27
VSS
-7.90%VANGUARD INTL EQUITY INDEX F
Shares253.7K
Event2026-03-31
Filed2026-04-27
JHML
-0.46%JOHN HANCOCK EXCHANGE TRADED
Shares468.5K
Event2026-03-31
Filed2026-04-27
COF
11.62%CAPITAL ONE FINL CORP
Shares199.4K
Event2026-03-31
Filed2026-04-27
ED
-9.07%CONSOLIDATED EDISON INC
Shares320.7K
Event2026-03-31
Filed2026-04-27
SHW
-0.66%SHERWIN WILLIAMS CO
Shares112.7K
Event2026-03-31
Filed2026-04-27
VPU
-1.18%VANGUARD WORLD FD
Shares182.1K
Event2026-03-31
Filed2026-04-27
GILD
-1.95%GILEAD SCIENCES INC
Shares258.4K
Event2026-03-31
Filed2026-04-27
IBDS
-3.50%ISHARES TR
Shares1.5M
Event2026-03-31
Filed2026-04-27
TDIV
0.51%FIRST TR EXCHANGE TRADED FD
Shares383.9K
Event2026-03-31
Filed2026-04-27
NOW
15.29%SERVICENOW INC
Shares342.1K
Event2026-03-31
Filed2026-04-27
FEMR
37.27%FIDELITY COVINGTON TRUST
Shares1.0M
Event2026-03-31
Filed2026-04-27
BNDX
-14.71%VANGUARD CHARLOTTE FDS
Shares739.6K
Event2026-03-31
Filed2026-04-27
PH
-0.33%PARKER-HANNIFIN CORP
Shares39.5K
Event2026-03-31
Filed2026-04-27
VLO
-8.16%VALERO ENERGY CORP
Shares142.4K
Event2026-03-31
Filed2026-04-27
BILS
-32.92%SPDR SERIES TRUST
Shares353.8K
Event2026-03-31
Filed2026-04-27
PFF
-12.30%ISHARES TR
Shares1.2M
Event2026-03-31
Filed2026-04-27
FFLG
-38.75%FIDELITY COVINGTON TRUST
Shares1.2M
Event2026-03-31
Filed2026-04-27
PTLC
-0.17%PACER FDS TR
Shares658.0K
Event2026-03-31
Filed2026-04-27
TCHP
1.58%T ROWE PRICE ETF INC
Shares779.1K
Event2026-03-31
Filed2026-04-27
EEM
-2.23%ISHARES TR
Shares605.2K
Event2026-03-31
Filed2026-04-27
DBEF
-27.62%DBX ETF TR
Shares693.6K
Event2026-03-31
Filed2026-04-27
CGCB
30.46%CAPITAL GRP FIXED INCM ETF T
Shares1.3M
Event2026-03-31
Filed2026-04-27
TGT
2.52%TARGET CORP
Shares279.8K
Event2026-03-31
Filed2026-04-27
ET
-3.00%ENERGY TRANSFER L P
Shares1.8M
Event2026-03-31
Filed2026-04-27
PNC
-8.01%PNC FINL SVCS GROUP INC
Shares162.4K
Event2026-03-31
Filed2026-04-27
PPA
9.39%INVESCO EXCHANGE TRADED FD T
Shares203.7K
Event2026-03-31
Filed2026-04-27
LQD
12.86%ISHARES TR
Shares309.2K
Event2026-03-31
Filed2026-04-27
MARVELL TECHNOLOGY INC
-1.07%MARVELL TECHNOLOGY INC
Shares340.0K
Event2026-03-31
Filed2026-04-27
FIDU
-1.90%FIDELITY COVINGTON TRUST
Shares389.1K
Event2026-03-31
Filed2026-04-27
AIQ
15.57%GLOBAL X FDS
Shares720.6K
Event2026-03-31
Filed2026-04-27
FNDX
-0.76%SCHWAB STRATEGIC TR
Shares1.2M
Event2026-03-31
Filed2026-04-27
TXN
-3.56%TEXAS INSTRS INC
Shares172.9K
Event2026-03-31
Filed2026-04-27
IGRO
0.94%ISHARES TR
Shares400.4K
Event2026-03-31
Filed2026-04-27
NSC
1.94%NORFOLK SOUTHN CORP
Shares115.2K
Event2026-03-31
Filed2026-04-27
THE CIGNA GROUP
2.16%THE CIGNA GROUP
Shares123.9K
Event2026-03-31
Filed2026-04-27
ADP
-5.93%AUTOMATIC DATA PROCESSING IN
Shares162.2K
Event2026-03-31
Filed2026-04-27
NLR
27.53%VANECK ETF TRUST
Shares245.9K
Event2026-03-31
Filed2026-04-27
SBUX
-6.24%STARBUCKS CORP
Shares365.5K
Event2026-03-31
Filed2026-04-27
WINN
-5.99%HARBOR ETF TRUST
Shares1.2M
Event2026-03-31
Filed2026-04-27
USB
0.72%US BANCORP
Shares626.9K
Event2026-03-31
Filed2026-04-27
SCHF
-33.29%SCHWAB STRATEGIC TR
Shares1.3M
Event2026-03-31
Filed2026-04-27
ISRG
-1.84%INTUITIVE SURGICAL INC
Shares70.0K
Event2026-03-31
Filed2026-04-27
VUSB
22.68%VANGUARD BD INDEX FDS
Shares646.9K
Event2026-03-31
Filed2026-04-27
PJUL
-2.81%INNOVATOR ETFS TRUST
Shares699.9K
Event2026-03-31
Filed2026-04-27
FDEM
5.92%FIDELITY COVINGTON TRUST
Shares1.0M
Event2026-03-31
Filed2026-04-27
POCT
-5.94%INNOVATOR ETFS TRUST
Shares735.2K
Event2026-03-31
Filed2026-04-27
BALT
-14.61%INNOVATOR ETFS TRUST
Shares945.1K
Event2026-03-31
Filed2026-04-27
TLH
-18.34%ISHARES TR
Shares313.4K
Event2026-03-31
Filed2026-04-27
FSCO
-11.75%FS CREDIT OPPORTUNITIES CORP
Shares6.2M
Event2026-03-31
Filed2026-04-27
KR
-4.39%KROGER CO
Shares433.7K
Event2026-03-31
Filed2026-04-27
DFNM
6.73%DIMENSIONAL ETF TRUST
Shares653.4K
Event2026-03-31
Filed2026-04-27
IJJ
-6.03%ISHARES TR
Shares236.3K
Event2026-03-31
Filed2026-04-27
MPC
-4.73%MARATHON PETE CORP
Shares127.9K
Event2026-03-31
Filed2026-04-27
AEP
0.08%AMERICAN ELEC PWR CO INC
Shares236.8K
Event2026-03-31
Filed2026-04-27
HWM
-19.26%HOWMET AEROSPACE INC
Shares134.6K
Event2026-03-31
Filed2026-04-27
IEI
-5.98%ISHARES TR
Shares261.2K
Event2026-03-31
Filed2026-04-27
APRW
-3.81%AIM ETF PRODUCTS TRUST
Shares873.3K
Event2026-03-31
Filed2026-04-27
APD
-0.85%AIR PRODUCTS AND CHEMICALS I
Shares105.5K
Event2026-03-31
Filed2026-04-27
ROK
-0.76%ROCKWELL AUTOMATION INC
Shares85.3K
Event2026-03-31
Filed2026-04-27
XLY
-29.44%SELECT SECTOR SPDR TR
Shares280.6K
Event2026-03-31
Filed2026-04-27
D
-15.18%DOMINION ENERGY INC
Shares493.3K
Event2026-03-31
Filed2026-04-27
DFUV
-4.17%DIMENSIONAL ETF TRUST
Shares625.5K
Event2026-03-31
Filed2026-04-27
FIW
9.14%FIRST TR EXCHANGE-TRADED FD
Shares293.8K
Event2026-03-31
Filed2026-04-27
DEM
-1.15%WISDOMTREE TR
Shares609.4K
Event2026-03-31
Filed2026-04-27
CMI
-11.64%CUMMINS INC
Shares55.6K
Event2026-03-31
Filed2026-04-27
SHM
2.12%SPDR SERIES TRUST
Shares624.6K
Event2026-03-31
Filed2026-04-27
BLACKROCK INC
-19.19%BLACKROCK INC
Shares31.1K
Event2026-03-31
Filed2026-04-27
ILCG
-10.99%ISHARES TR
Shares311.2K
Event2026-03-31
Filed2026-04-27
JPIE
10.47%J P MORGAN EXCHANGE TRADED F
Shares637.2K
Event2026-03-31
Filed2026-04-27
VCRB
76.26%VANGUARD MALVERN FDS
Shares377.8K
Event2026-03-31
Filed2026-04-27
HGER
3.36%HARBOR ETF TRUST
Shares933.5K
Event2026-03-31
Filed2026-04-27
PUTNAM ETF TRUST
8.34%PUTNAM ETF TRUST
Shares3.2M
Event2026-03-31
Filed2026-04-27
IGV
224.02%ISHARES TR
Shares359.6K
Event2026-03-31
Filed2026-04-27
PJAN
13.86%INNOVATOR ETFS TRUST
Shares622.1K
Event2026-03-31
Filed2026-04-27
FHLC
-4.69%FIDELITY COVINGTON TRUST
Shares407.9K
Event2026-03-31
Filed2026-04-27
CVS
-8.11%CVS HEALTH CORP
Shares397.8K
Event2026-03-31
Filed2026-04-27
TFC
-1.55%TRUIST FINL CORP
Shares621.2K
Event2026-03-31
Filed2026-04-27
MAR
-7.09%MARRIOTT INTL INC NEW
Shares86.9K
Event2026-03-31
Filed2026-04-27
SHYM
118.21%BLACKROCK ETF TRUST II
Shares1.3M
Event2026-03-31
Filed2026-04-27
DFAT
5.27%DIMENSIONAL ETF TRUST
Shares451.8K
Event2026-03-31
Filed2026-04-27
FNDF
1.70%SCHWAB STRATEGIC TR
Shares576.5K
Event2026-03-31
Filed2026-04-27
BUFG
2.76%FIRST TR EXCHNG TRADED FD VI
Shares1.0M
Event2026-03-31
Filed2026-04-27
PDEC
0.05%INNOVATOR ETFS TRUST
Shares662.0K
Event2026-03-31
Filed2026-04-27
QGRO
-0.28%AMERICAN CENTY ETF TR
Shares265.4K
Event2026-03-31
Filed2026-04-27
HFXI
347.06%NEW YORK LIFE INVESTMENTS ET
Shares826.9K
Event2026-03-31
Filed2026-04-27
FLRG
-5.14%FIDELITY COVINGTON TRUST
Shares754.6K
Event2026-03-31
Filed2026-04-27
UCON
-10.11%FIRST TR EXCHNG TRADED FD VI
Shares1.1M
Event2026-03-31
Filed2026-04-27
DSI
3.92%ISHARES TR
Shares228.3K
Event2026-03-31
Filed2026-04-27
DELL
-2.39%DELL TECHNOLOGIES INC
Shares168.4K
Event2026-03-31
Filed2026-04-27
MSTR
3.52%STRATEGY INC
Shares221.4K
Event2026-03-31
Filed2026-04-27
TMUS
-23.80%T-MOBILE US INC
Shares131.0K
Event2026-03-31
Filed2026-04-27
TRV
6.90%TRAVELERS COMPANIES INC
Shares94.3K
Event2026-03-31
Filed2026-04-27
DON
-11.34%WISDOMTREE TR
Shares520.4K
Event2026-03-31
Filed2026-04-27
DFAE
5.83%DIMENSIONAL ETF TRUST
Shares806.6K
Event2026-03-31
Filed2026-04-27
WMB
55.81%WILLIAMS COS INC
Shares375.1K
Event2026-03-31
Filed2026-04-27
LQTI
18.59%FIRST TR EXCHANGE-TRADED FD
Shares1.4M
Event2026-03-31
Filed2026-04-27
AIG
17.13%AMERICAN INTL GROUP INC
Shares362.4K
Event2026-03-31
Filed2026-04-27
FLOT
26.00%ISHARES TR
Shares531.6K
Event2026-03-31
Filed2026-04-27
BOTZ
-0.96%GLOBAL X FDS
Shares815.0K
Event2026-03-31
Filed2026-04-27
AVDV
16.79%AMERICAN CENTY ETF TR
Shares271.0K
Event2026-03-31
Filed2026-04-27
AFL
2.25%AFLAC INC
Shares246.4K
Event2026-03-31
Filed2026-04-27
EFAV
-3.52%ISHARES TR
Shares295.8K
Event2026-03-31
Filed2026-04-27
SEAGATE TECHNOLOGY HLDNGS PL
-5.68%SEAGATE TECHNOLOGY HLDNGS PL
Shares68.8K
Event2026-03-31
Filed2026-04-27
AXON
-1.80%AXON ENTERPRISE INC
Shares63.1K
Event2026-03-31
Filed2026-04-27
IBDU
-4.50%ISHARES TR
Shares1.1M
Event2026-03-31
Filed2026-04-27
FEGE
82.99%RBB FUND TRUST
Shares563.0K
Event2026-03-31
Filed2026-04-27
FNCL
-20.68%FIDELITY COVINGTON TRUST
Shares376.2K
Event2026-03-31
Filed2026-04-27
CGNG
-8.61%CAPITAL GROUP NEW GEOGRAPHY
Shares830.9K
Event2026-03-31
Filed2026-04-27
CAH
0.02%CARDINAL HEALTH INC
Shares123.9K
Event2026-03-31
Filed2026-04-27
FEX
-0.11%FIRST TR EXCHANGE-TRADED ALP
Shares213.6K
Event2026-03-31
Filed2026-04-27
FSK
-17.47%FS KKR CAP CORP
Shares2.6M
Event2026-03-31
Filed2026-04-27
IBDT
-0.03%ISHARES TR
Shares1.0M
Event2026-03-31
Filed2026-04-27
O
-26.86%REALTY INCOME CORP
Shares424.3K
Event2026-03-31
Filed2026-04-27
TILT
-3.33%FLEXSHARES TR
Shares106.4K
Event2026-03-31
Filed2026-04-27
IXN
6.22%ISHARES TR
Shares256.7K
Event2026-03-31
Filed2026-04-27
SHY
7.48%ISHARES TR
Shares309.6K
Event2026-03-31
Filed2026-04-27
ADBE
-26.81%ADOBE INC
Shares105.1K
Event2026-03-31
Filed2026-04-27
CMCSA
-5.33%COMCAST CORP NEW
Shares888.1K
Event2026-03-31
Filed2026-04-27
CGHM
32.51%CAPITAL GRP FIXED INCM ETF T
Shares1.0M
Event2026-03-31
Filed2026-04-27
SPYD
3.05%SPDR SERIES TRUST
Shares557.9K
Event2026-03-31
Filed2026-04-27
HIMU
-15.55%BLACKROCK ETF TRUST II
Shares526.5K
Event2026-03-31
Filed2026-04-27
CALF
-25.33%PACER FDS TR
Shares561.4K
Event2026-03-31
Filed2026-04-27
FDN
-15.29%FIRST TR EXCHANGE-TRADED FD
Shares107.6K
Event2026-03-31
Filed2026-04-27
PAUG
-2.19%INNOVATOR ETFS TRUST
Shares584.9K
Event2026-03-31
Filed2026-04-27
SCHW
-6.63%SCHWAB CHARLES CORP
Shares265.8K
Event2026-03-31
Filed2026-04-27
COHERENT CORP
2.01%COHERENT CORP
Shares104.8K
Event2026-03-31
Filed2026-04-27
URI
-34.06%UNITED RENTALS INC
Shares34.2K
Event2026-03-31
Filed2026-04-27
SPEM
-0.85%SPDR INDEX SHS FDS
Shares528.7K
Event2026-03-31
Filed2026-04-27
STANLEY BLACK & DECKER INC
3.96%STANLEY BLACK & DECKER INC
Shares349.0K
Event2026-03-31
Filed2026-04-27
BLCR
NewBLACKROCK ETF TRUST
Shares598.4K
Event2026-03-31
Filed2026-04-27
SMLF
41.31%ISHARES TR
Shares325.3K
Event2026-03-31
Filed2026-04-27
VRTX
1.53%VERTEX PHARMACEUTICALS INC
Shares55.0K
Event2026-03-31
Filed2026-04-27
VIS
2.65%VANGUARD WORLD FD
Shares77.9K
Event2026-03-31
Filed2026-04-27
SHEL
6.09%SHELL PLC
Shares261.4K
Event2026-03-31
Filed2026-04-27
NKE
-2.11%NIKE INC
Shares460.1K
Event2026-03-31
Filed2026-04-27
FPE
-0.75%FIRST TR EXCH TRADED FD III
Shares1.4M
Event2026-03-31
Filed2026-04-27
FTC
-15.45%FIRST TR EXCHANGE-TRADED ALP
Shares157.5K
Event2026-03-31
Filed2026-04-27
SDVD
15.79%FIRST TR EXCH TRADED FD III
Shares1.1M
Event2026-03-31
Filed2026-04-27
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available