Sponsored
The Analysis of CoreCap Advisors, LLC's Holdings & P&L
Currently, CoreCap Advisors, LLC holds 2933 types of securities in its portfolio with a total value $2.9B. In the most recent quarter, they have increased their positions in SPBO (+717.2K shares, valued at $20.8M), SPSB (+692.4K shares, valued at $20.8M), N/A (+30.2K shares, valued at $18.0M); decreased their positions in XLE (-326.6K shares, valued at $20.0M), QQQM (-57.1K shares, valued at $13.6M), IVV (-13.2K shares, valued at $8.6M); initiated new positions in LDUR (+85.9K shares, valued at $8.2M), N/A (+322.8K shares, valued at $8.0M), LST (+161.6K shares, valued at $6.5M).
1M P&L
+108.6M+3.89%
3M P&L
-117.1M-3.88%
HY P&L
+29.0M+1.01%
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/A2.0B
75.8%
2Semiconductors62.4M
2.4%
3Consumer Electronics41.9M
1.6%
Top Industries by Stock Count
1N/A1330 stocks
48.6%
2Software - Application62 stocks
2.3%
3Biotechnology59 stocks
2.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF316.0K shares2.91%2026-03-312026-04-07
Sponsored
Sponsored
SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF723.7K shares2209.65%2026-03-312026-04-07
Sponsored
Sponsored
Sponsored
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF110.5K shares1.15%2026-03-312026-04-07
Sponsored
Sponsored
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND174.5K shares3.54%2026-03-312026-04-07
Sponsored
Sponsored
KENSINGTON CREDIT OPPORTUNITIES ETF KENSINGTON CREDIT OPPORTUNITIES ETF322.8K sharesnew addition2026-03-312026-04-07
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW9.5K shares5.36%2026-03-312026-04-07
Sponsored
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF247.5K shares25.41%2026-03-312026-04-07
Sponsored
BCD ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF101.1K shares-18.75%2026-03-312026-04-07
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF19.6K shares-20.86%2026-03-312026-04-07
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
CSB VICTORYSHARES US SMALL CAP HIGH DIVIDEND VOLATILITY WTD ETF23.5K shares0.64%2026-03-312026-04-07
Sponsored
Sponsored
Sponsored
ABRDN PHYSICAL GOLD SHARES ETF ABRDN PHYSICAL GOLD SHARES ETF29.0K shares-27.80%2026-03-312026-04-07
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Sponsored
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Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF8.1K shares-80.32%2026-03-312026-04-07
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX4.2K shares-4.93%2026-03-312026-04-07
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF8.7K shares1.13%2026-03-312026-04-07
Sponsored
Sponsored
Sponsored
Sponsored
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS1.5K shares-72.81%2026-03-312026-04-07
Sponsored
AJAN INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JANUARY 202820.1K shares0.00%2026-03-312026-04-07
Sponsored
VTI
4.07%VANGUARD TOTAL STOCK MARKET ETF
Shares462.4K
Event2026-03-31
Filed2026-04-07
SPYG
-1.87%STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
Shares1.4M
Event2026-03-31
Filed2026-04-07
BND
-1.14%VANGUARD TOTAL BOND MARKET ETF
Shares1.4M
Event2026-03-31
Filed2026-04-07
VANGUARD S&P 500 ETF
24.07%VANGUARD S&P 500 ETF
Shares155.7K
Event2026-03-31
Filed2026-04-07
XLK
14.52%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares573.0K
Event2026-03-31
Filed2026-04-07
SPYV
10.23%STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
Shares1.2M
Event2026-03-31
Filed2026-04-07
INVESCO S&P 500 EQUAL WEIGHT ETF
2.91%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares316.0K
Event2026-03-31
Filed2026-04-07
INVESCO QQQ TRUST SERIES I
-9.64%INVESCO QQQ TRUST SERIES I
Shares96.3K
Event2026-03-31
Filed2026-04-07
SCHA
0.48%SCHWAB U.S. SMALL-CAP ETF
Shares1.6M
Event2026-03-31
Filed2026-04-07
GSUS
5.75%GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF
Shares490.8K
Event2026-03-31
Filed2026-04-07
AAPL
-0.95%APPLE INC COM
Shares164.7K
Event2026-03-31
Filed2026-04-07
NVDA
-2.71%NVIDIA CORPORATION COM
Shares239.3K
Event2026-03-31
Filed2026-04-07
IVV
-21.43%ISHARES CORE S&P 500 ETF
Shares48.3K
Event2026-03-31
Filed2026-04-07
SPY
-17.94%STATE STREET SPDR S&P 500 ETF
Shares43.6K
Event2026-03-31
Filed2026-04-07
AMZN
1.21%AMAZON COM INC COM
Shares119.6K
Event2026-03-31
Filed2026-04-07
XHB
-0.72%STATE STREET SPDR S&P HOMEBUILDERS ETF
Shares238.1K
Event2026-03-31
Filed2026-04-07
IVE
40.53%ISHARES S&P 500 VALUE ETF
Shares106.5K
Event2026-03-31
Filed2026-04-07
VUG
-27.91%VANGUARD GROWTH ETF
Shares50.0K
Event2026-03-31
Filed2026-04-07
SPSB
2209.65%STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
Shares723.7K
Event2026-03-31
Filed2026-04-07
SPBO
7162.28%STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF
Shares727.2K
Event2026-03-31
Filed2026-04-07
GSIE
1.38%GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
Shares481.6K
Event2026-03-31
Filed2026-04-07
SPYM
26.08%STATE STREET SPDR PORTFOLIO S&P 500 ETF
Shares268.3K
Event2026-03-31
Filed2026-04-07
GLDM
0.77%SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
Shares214.2K
Event2026-03-31
Filed2026-04-07
XLE
-50.25%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares323.3K
Event2026-03-31
Filed2026-04-07
IWM
352.77%ISHARES RUSSELL 2000 ETF
Shares78.2K
Event2026-03-31
Filed2026-04-07
VEA
7.25%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares291.5K
Event2026-03-31
Filed2026-04-07
AVUS
4.30%AVANTIS U.S. EQUITY ETF
Shares153.0K
Event2026-03-31
Filed2026-04-07
GLD
-2.93%SPDR GOLD SHARES
Shares39.4K
Event2026-03-31
Filed2026-04-07
IJH
4.09%ISHARES CORE S&P MID-CAP ETF
Shares249.0K
Event2026-03-31
Filed2026-04-07
VTV
-0.93%VANGUARD VALUE ETF
Shares83.7K
Event2026-03-31
Filed2026-04-07
GSLC
4.50%TR ACTIVEBETA US LARGE CAP EQUITY ETF
Shares127.9K
Event2026-03-31
Filed2026-04-07
IJS
40529.66%ISHARES S&P SMALL-CAP 600 VALUE ETF
Shares132.9K
Event2026-03-31
Filed2026-04-07
IJR
-26.19%ISHARES CORE S&P SMALL CAP ETF
Shares125.9K
Event2026-03-31
Filed2026-04-07
IJK
3286.22%ISHARES S&P MID-CAP 400 GROWTH ETF
Shares146.0K
Event2026-03-31
Filed2026-04-07
BALT
218.95%INNOVATOR DEFINED WEALTH SHIELD ETF
Shares423.8K
Event2026-03-31
Filed2026-04-07
VO
9.44%VANGUARD MID-CAP ETF
Shares48.9K
Event2026-03-31
Filed2026-04-07
VXUS
902.86%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares175.7K
Event2026-03-31
Filed2026-04-07
VGT
-0.85%VANGUARD INFORMATION TECHNOLOGY ETF
Shares19.2K
Event2026-03-31
Filed2026-04-07
SCHX
9.14%SCHWAB U.S. LARGE-CAP ETF
Shares518.2K
Event2026-03-31
Filed2026-04-07
XLF
18.22%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares262.0K
Event2026-03-31
Filed2026-04-07
VTEB
6.16%VANGUARD TAX-EXEMPT BOND ETF
Shares258.4K
Event2026-03-31
Filed2026-04-07
IVW
-20.42%ISHARES S&P 500 GROWTH ETF
Shares112.7K
Event2026-03-31
Filed2026-04-07
TSLA
-0.06%TESLA INC COM
Shares34.1K
Event2026-03-31
Filed2026-04-07
GSEW
7.07%GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF
Shares147.2K
Event2026-03-31
Filed2026-04-07
XLC
1.15%STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
Shares110.5K
Event2026-03-31
Filed2026-04-07
MSFT
-1.80%MICROSOFT CORP COM
Shares32.7K
Event2026-03-31
Filed2026-04-07
BROADCOM INC COM
-4.43%BROADCOM INC COM
Shares38.7K
Event2026-03-31
Filed2026-04-07
VTC
34.23%VANGUARD TOTAL CORPORATE BOND ETF
Shares155.1K
Event2026-03-31
Filed2026-04-07
USHY
6.39%ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
Shares315.9K
Event2026-03-31
Filed2026-04-07
JNJ
1.96%JOHNSON & JOHNSON COM
Shares46.9K
Event2026-03-31
Filed2026-04-07
AVSF
376.05%AVANTIS SHORT-TERM FIXED INCOME ETF
Shares233.4K
Event2026-03-31
Filed2026-04-07
POCT
-0.80%INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER
Shares250.4K
Event2026-03-31
Filed2026-04-07
XAR
-24.04%STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
Shares42.0K
Event2026-03-31
Filed2026-04-07
VYM
12.68%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares70.8K
Event2026-03-31
Filed2026-04-07
VWO
4.69%VANGUARD FTSE EMERGING MARKETS ETF
Shares191.4K
Event2026-03-31
Filed2026-04-07
DYNF
-0.35%ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
Shares169.0K
Event2026-03-31
Filed2026-04-07
GUNR
3.54%FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
Shares174.5K
Event2026-03-31
Filed2026-04-07
ALPHABET INC CAP STK CL A
-7.09%ALPHABET INC CAP STK CL A
Shares33.0K
Event2026-03-31
Filed2026-04-07
EFV
2.30%ISHARES MSCI EAFE VALUE ETF
Shares126.3K
Event2026-03-31
Filed2026-04-07
META
1.25%META PLATFORMS INC CL A
Shares16.4K
Event2026-03-31
Filed2026-04-07
XSD
2.79%STATE STREET SPDR S&P SEMICONDUCTOR ETF
Shares28.5K
Event2026-03-31
Filed2026-04-07
EEM
58.76%ISHARES MSCI EMERGING MARKETS ETF
Shares163.4K
Event2026-03-31
Filed2026-04-07
ABBV
141.56%ABBVIE INC COM
Shares42.4K
Event2026-03-31
Filed2026-04-07
DJP
3.41%IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN
Shares190.9K
Event2026-03-31
Filed2026-04-07
JPM
3.55%JPMORGAN CHASE & CO COM
Shares30.9K
Event2026-03-31
Filed2026-04-07
BIL
-17.36%STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
Shares99.2K
Event2026-03-31
Filed2026-04-07
XLU
330.13%STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares193.9K
Event2026-03-31
Filed2026-04-07
TJX
4.05%TJX COS INC NEW COM
Shares55.3K
Event2026-03-31
Filed2026-04-07
UCON
5.43%FIRST TRUST SMITH UNCONSTRAINED BOND ETF
Shares356.6K
Event2026-03-31
Filed2026-04-07
QUAL
5.28%ISHARES MSCI USA QUALITY FACTOR ETF
Shares45.9K
Event2026-03-31
Filed2026-04-07
CAT
150.87%CATERPILLAR INC COM
Shares12.4K
Event2026-03-31
Filed2026-04-07
PJUL
-1.25%INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
Shares190.1K
Event2026-03-31
Filed2026-04-07
GLW
-2.89%CORNING INC COM
Shares64.2K
Event2026-03-31
Filed2026-04-07
IGIB
6.08%ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares162.5K
Event2026-03-31
Filed2026-04-07
IGLB
60.69%ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares172.5K
Event2026-03-31
Filed2026-04-07
ALPHABET INC CAP STK CL C
-2.11%ALPHABET INC CAP STK CL C
Shares29.8K
Event2026-03-31
Filed2026-04-07
PJUN
-1.32%INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE
Shares196.9K
Event2026-03-31
Filed2026-04-07
LDUR
NewPIMCO ENHANCED LOW DURATION ACTIVE ETF
Shares85.9K
Event2026-03-31
Filed2026-04-07
KENSINGTON CREDIT OPPORTUNITIES ETF
NewKENSINGTON CREDIT OPPORTUNITIES ETF
Shares322.8K
Event2026-03-31
Filed2026-04-07
SCHG
0.61%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares271.1K
Event2026-03-31
Filed2026-04-07
PM
6.70%PHILIP MORRIS INTL INC COM
Shares47.6K
Event2026-03-31
Filed2026-04-07
UBER
64.82%UBER TECHNOLOGIES INC COM
Shares105.3K
Event2026-03-31
Filed2026-04-07
IBM
6.76%INTERNATIONAL BUSINESS MACHS COM
Shares30.9K
Event2026-03-31
Filed2026-04-07
GRNY
1.31%FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
Shares311.2K
Event2026-03-31
Filed2026-04-07
MO
16.21%ALTRIA GROUP INC COM
Shares109.5K
Event2026-03-31
Filed2026-04-07
NFLX
11.03%NETFLIX INC. COM
Shares74.8K
Event2026-03-31
Filed2026-04-07
PG
3.11%PROCTER & GAMBLE CO COM
Shares48.4K
Event2026-03-31
Filed2026-04-07
MERCK & CO INC COM
378.33%MERCK & CO INC COM
Shares57.8K
Event2026-03-31
Filed2026-04-07
CMI
-1.60%CUMMINS INC COM
Shares12.9K
Event2026-03-31
Filed2026-04-07
AVDE
6.25%AVANTIS INTERNATIONAL EQUITY ETF
Shares79.9K
Event2026-03-31
Filed2026-04-07
PJAN
2.06%INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
Shares146.8K
Event2026-03-31
Filed2026-04-07
GSY
269553.06%INVESCO ULTRA SHORT DURATION ETF
Shares132.1K
Event2026-03-31
Filed2026-04-07
AEP
10.22%AMERICAN ELEC PWR CO INC COM
Shares50.5K
Event2026-03-31
Filed2026-04-07
LST
NewLEUTHOLD SELECT INDUSTRIES ETF
Shares161.6K
Event2026-03-31
Filed2026-04-07
PAUG
-1.15%INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
Shares151.3K
Event2026-03-31
Filed2026-04-07
IEMG
-3.64%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares92.1K
Event2026-03-31
Filed2026-04-07
GEM
4.50%GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF
Shares148.3K
Event2026-03-31
Filed2026-04-07
ET
13.20%ENERGY TRANSFER L P COM UT LTD PTN
Shares332.0K
Event2026-03-31
Filed2026-04-07
AVLC
4.19%AVANTIS U.S. LARGE CAP EQUITY ETF
Shares81.6K
Event2026-03-31
Filed2026-04-07
PMAR
12.28%INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
Shares141.5K
Event2026-03-31
Filed2026-04-07
PFEB
11.24%INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
Shares156.6K
Event2026-03-31
Filed2026-04-07
CAH
-5.74%CARDINAL HEALTH INC COM
Shares29.5K
Event2026-03-31
Filed2026-04-07
EPD
7.57%ENTERPRISE PRODS PARTNERS L P COM
Shares163.3K
Event2026-03-31
Filed2026-04-07
WMT
2.10%WALMART INC COM
Shares48.8K
Event2026-03-31
Filed2026-04-07
FIXD
5.65%FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF
Shares137.9K
Event2026-03-31
Filed2026-04-07
CVX
7.00%CHEVRON CORPORATION COM
Shares28.1K
Event2026-03-31
Filed2026-04-07
GILD
2670.49%GILEAD SCIENCES INC COM
Shares41.6K
Event2026-03-31
Filed2026-04-07
CSCO
-2.42%CISCO SYS INC COM
Shares74.3K
Event2026-03-31
Filed2026-04-07
KHPI
19.70%KENSINGTON HEDGED PREMIUM INCOME ETF
Shares237.3K
Event2026-03-31
Filed2026-04-07
SCHH
13.02%SCHWAB U.S. REIT ETF
Shares264.8K
Event2026-03-31
Filed2026-04-07
TIP
2.82%ISHARES TIPS BOND ETF
Shares51.5K
Event2026-03-31
Filed2026-04-07
BLV
7.65%VANGUARD LONG-TERM BOND ETF
Shares82.3K
Event2026-03-31
Filed2026-04-07
TLT
64.60%ISHARES 20 YEAR TREASURY BOND ETF
Shares64.8K
Event2026-03-31
Filed2026-04-07
EFG
41.90%ISHARES MSCI EAFE GROWTH ETF
Shares50.3K
Event2026-03-31
Filed2026-04-07
MPLX
4.35%MPLX LP COM UNIT REP LTD
Shares97.7K
Event2026-03-31
Filed2026-04-07
ADC
10.75%AGREE RLTY CORP COM
Shares73.5K
Event2026-03-31
Filed2026-04-07
AVIG
11.22%AVANTIS CORE FIXED INCOME ETF
Shares132.8K
Event2026-03-31
Filed2026-04-07
ILF
1494.27%ISHARES LATIN AMERICA 40 ETF
Shares154.4K
Event2026-03-31
Filed2026-04-07
PH
-5.86%PARKER-HANNIFIN CORP COM
Shares6.1K
Event2026-03-31
Filed2026-04-07
GEV
-2.07%GE VERNOVA INC COM
Shares6.2K
Event2026-03-31
Filed2026-04-07
SCHD
-17.84%SCHWAB US DIVIDEND EQUITY ETF
Shares174.5K
Event2026-03-31
Filed2026-04-07
PDEC
-4.73%INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
Shares125.5K
Event2026-03-31
Filed2026-04-07
EWY
NewISHARES MSCI SOUTH KOREA ETF
Shares43.3K
Event2026-03-31
Filed2026-04-07
INTC
210.51%INTEL CORP COM
Shares120.0K
Event2026-03-31
Filed2026-04-07
MS
1.48%MORGAN STANLEY COM NEW
Shares32.1K
Event2026-03-31
Filed2026-04-07
MLI
3.88%MUELLER INDS INC COM
Shares47.1K
Event2026-03-31
Filed2026-04-07
ORCL
11.11%ORACLE CORP COM
Shares35.1K
Event2026-03-31
Filed2026-04-07
PSEP
-1.03%INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
Shares119.0K
Event2026-03-31
Filed2026-04-07
THG
12.17%HANOVER INS GROUP INC COM
Shares29.2K
Event2026-03-31
Filed2026-04-07
XOM
24.76%EXXON MOBIL CORP COM
Shares29.8K
Event2026-03-31
Filed2026-04-07
EPOL
-1.04%ISHARES MSCI POLAND ETF
Shares137.7K
Event2026-03-31
Filed2026-04-07
DBMF
30.15%IMGP DBI MANAGED FUTURES STRATEGY ETF
Shares166.1K
Event2026-03-31
Filed2026-04-07
COST
4.39%COSTCO WHOLESALE CORPORATION COM
Shares5.0K
Event2026-03-31
Filed2026-04-07
JHMD
13.80%JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF
Shares117.9K
Event2026-03-31
Filed2026-04-07
PWR
4.73%QUANTA SVCS INC COM
Shares9.0K
Event2026-03-31
Filed2026-04-07
UNM
14.89%UNUM GROUP COM
Shares67.9K
Event2026-03-31
Filed2026-04-07
ORI
10.57%OLD REP INTL CORP COM
Shares123.0K
Event2026-03-31
Filed2026-04-07
JHML
13.86%JOHN HANCOCK MULTIFACTOR LARGE CAP ETF
Shares61.8K
Event2026-03-31
Filed2026-04-07
GE AEROSPACE COM NEW
2.57%GE AEROSPACE COM NEW
Shares17.0K
Event2026-03-31
Filed2026-04-07
PNOV
-1.54%INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER
Shares117.4K
Event2026-03-31
Filed2026-04-07
EIS
-13.38%ISHARES MSCI ISRAEL ETF
Shares41.3K
Event2026-03-31
Filed2026-04-07
DTE
-48.09%DTE ENERGY CO COM
Shares32.7K
Event2026-03-31
Filed2026-04-07
EWJ
119.73%ISHARES MSCI JAPAN ETF
Shares55.8K
Event2026-03-31
Filed2026-04-07
AXP
-0.64%AMERICAN EXPRESS CO COM
Shares15.4K
Event2026-03-31
Filed2026-04-07
PGR
12.06%PROGRESSIVE CORP COM
Shares23.3K
Event2026-03-31
Filed2026-04-07
MAIN
15.15%MAIN STR CAP CORP COM
Shares86.9K
Event2026-03-31
Filed2026-04-07
BERKSHIRE HATHAWAY INC DEL CL B NEW
5.36%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares9.5K
Event2026-03-31
Filed2026-04-07
IYW
-41.53%ISHARES U.S. TECHNOLOGY ETF
Shares25.0K
Event2026-03-31
Filed2026-04-07
LAM RESEARCH CORP COM NEW
-21.53%LAM RESEARCH CORP COM NEW
Shares20.9K
Event2026-03-31
Filed2026-04-07
SPMO
5.41%INVESCO S&P 500 MOMENTUM ETF
Shares39.5K
Event2026-03-31
Filed2026-04-07
VB
-2.24%VANGUARD SMALL-CAP ETF
Shares16.5K
Event2026-03-31
Filed2026-04-07
AVEM
6.44%AVANTIS EMERGING MARKETS EQUITY ETF
Shares53.3K
Event2026-03-31
Filed2026-04-07
PDBC
25.41%INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
Shares247.5K
Event2026-03-31
Filed2026-04-07
PAPR
16.58%INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
Shares107.1K
Event2026-03-31
Filed2026-04-07
PLTR
-11.17%PALANTIR TECHNOLOGIES INC CL A
Shares28.9K
Event2026-03-31
Filed2026-04-07
USRT
6.16%ISHARES CORE U.S. REIT ETF
Shares71.0K
Event2026-03-31
Filed2026-04-07
ETY
1.96%EATON VANCE TAX-MANAGED DIVERS COM
Shares300.0K
Event2026-03-31
Filed2026-04-07
KLAC
-0.83%KLA CORP COM NEW
Shares2.8K
Event2026-03-31
Filed2026-04-07
BIV
2.97%VANGUARD INTERMEDIATE-TERM BOND ETF
Shares52.4K
Event2026-03-31
Filed2026-04-07
GLOV
-6.36%GOLDMAN SACHS ACTIVEBETA WORLD EQUITY ETF
Shares71.4K
Event2026-03-31
Filed2026-04-07
IUSB
12.93%ISHARES CORE TOTAL USD BOND MARKET ETF
Shares85.0K
Event2026-03-31
Filed2026-04-07
SPTL
1.62%STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF
Shares140.6K
Event2026-03-31
Filed2026-04-07
AMD
-17.16%ADVANCED MICRO DEVICES INC COM
Shares18.1K
Event2026-03-31
Filed2026-04-07
BCD
-18.75%ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF
Shares101.1K
Event2026-03-31
Filed2026-04-07
EXG
0.89%EATON VANCE TAX-MANAGED GLOBAL COM
Shares414.2K
Event2026-03-31
Filed2026-04-07
SYK
0.22%STRYKER CORPORATION COM
Shares10.5K
Event2026-03-31
Filed2026-04-07
DIA
-2.73%STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares7.3K
Event2026-03-31
Filed2026-04-07
MCD
2.74%MCDONALDS CORP COM
Shares10.9K
Event2026-03-31
Filed2026-04-07
PICK
-18.38%ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF
Shares59.6K
Event2026-03-31
Filed2026-04-07
MU
-37.97%MICRON TECHNOLOGY INC COM
Shares10.0K
Event2026-03-31
Filed2026-04-07
SHV
-23.99%ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
Shares29.7K
Event2026-03-31
Filed2026-04-07
KO
-0.85%COCA COLA CO COM
Shares43.1K
Event2026-03-31
Filed2026-04-07
GSSC
6.00%TR ACTIVEBETA US SMALL CAP EQUITY ETF
Shares43.6K
Event2026-03-31
Filed2026-04-07
LLY
-12.01%ELI LILLY & CO COM
Shares3.5K
Event2026-03-31
Filed2026-04-07
FAST
-5.55%FASTENAL CO COM
Shares68.6K
Event2026-03-31
Filed2026-04-07
LMBS
-41.93%FIRST TRUST LOW DURATION OPPORTUNITIES ETF
Shares63.1K
Event2026-03-31
Filed2026-04-07
RWJ
3.19%INVESCO S&P SMALLCAP 600 REVENUE ETF
Shares60.6K
Event2026-03-31
Filed2026-04-07
SMH
-11.53%VANECK SEMICONDUCTOR ETF
Shares7.9K
Event2026-03-31
Filed2026-04-07
GCOR
23.18%GOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETF
Shares73.6K
Event2026-03-31
Filed2026-04-07
MGK
3.27%VANGUARD MEGA CAP GROWTH ETF
Shares8.2K
Event2026-03-31
Filed2026-04-07
AVSC
4.61%AVANTIS U.S SMALL CAP EQUITY ETF
Shares48.3K
Event2026-03-31
Filed2026-04-07
THW
7.81%ABRDN WORLD HEALTHCARE FUND BEN INT SHS
Shares257.0K
Event2026-03-31
Filed2026-04-07
PMAY
-4.15%INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY
Shares75.0K
Event2026-03-31
Filed2026-04-07
GS
97.64%GOLDMAN SACHS GROUP INC COM
Shares3.5K
Event2026-03-31
Filed2026-04-07
AVUV
3.64%AVANTIS U.S. SMALL CAP VALUE ETF
Shares26.6K
Event2026-03-31
Filed2026-04-07
NXG
15.06%NXG NEXTGEN INFRASTR INCM FD COM
Shares52.8K
Event2026-03-31
Filed2026-04-07
NEM
-9.62%NEWMONT CORP COM
Shares26.5K
Event2026-03-31
Filed2026-04-07
EATON CORP PLC SHS
-0.65%EATON CORP PLC SHS
Shares8.0K
Event2026-03-31
Filed2026-04-07
XLI
14.78%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares17.4K
Event2026-03-31
Filed2026-04-07
THRO
14.54%ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
Shares77.7K
Event2026-03-31
Filed2026-04-07
VOOG
-4.11%VANGUARD S&P 500 GROWTH ETF
Shares6.8K
Event2026-03-31
Filed2026-04-07
BAI
16.61%ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
Shares82.7K
Event2026-03-31
Filed2026-04-07
ABT
18.75%ABBOTT LABORATORIES COM
Shares26.3K
Event2026-03-31
Filed2026-04-07
RTX
-4.59%RTX CORPORATION COM
Shares13.9K
Event2026-03-31
Filed2026-04-07
EMR
15.43%EMERSON ELEC CO COM
Shares20.2K
Event2026-03-31
Filed2026-04-07
ARISTA NETWORKS INC COM SHS
-12.26%ARISTA NETWORKS INC COM SHS
Shares21.5K
Event2026-03-31
Filed2026-04-07
BK
0.84%BANK NEW YORK MELLON CORP COM
Shares21.9K
Event2026-03-31
Filed2026-04-07
IYM
6608.80%ISHARES U.S. BASIC MATERIALS ETF
Shares14.5K
Event2026-03-31
Filed2026-04-07
SCHF
45.87%SCHWAB INTERNATIONAL EQUITY ETF
Shares101.9K
Event2026-03-31
Filed2026-04-07
PANW
26.25%PALO ALTO NETWORKS INC COM
Shares15.7K
Event2026-03-31
Filed2026-04-07
MNST
442.10%MONSTER BEVERAGE CORP NEW COM
Shares34.4K
Event2026-03-31
Filed2026-04-07
JEPI
1.00%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares43.7K
Event2026-03-31
Filed2026-04-07
CDNS
20.18%CADENCE DESIGN SYSTEM INC COM
Shares8.9K
Event2026-03-31
Filed2026-04-07
AMGN
-13.28%AMGEN INC COM
Shares7.0K
Event2026-03-31
Filed2026-04-07
XLV
-20.07%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares16.5K
Event2026-03-31
Filed2026-04-07
CINF
37.58%CINCINNATI FINL CORP COM
Shares15.4K
Event2026-03-31
Filed2026-04-07
SLV
-51.07%ISHARES SILVER TRUST
Shares35.5K
Event2026-03-31
Filed2026-04-07
DLN
5.35%WISDOMTREE U.S. LARGECAP DIVIDEND FUND
Shares26.9K
Event2026-03-31
Filed2026-04-07
SCHE
21.83%SCHWAB EMERGING MARKETS EQUITY ETF
Shares72.7K
Event2026-03-31
Filed2026-04-07
LMT
-6.02%LOCKHEED MARTIN CORP COM
Shares3.9K
Event2026-03-31
Filed2026-04-07
DGRO
4.49%ISHARES CORE DIVIDEND GROWTH ETF
Shares33.7K
Event2026-03-31
Filed2026-04-07
TRV
-9.14%TRAVELERS COMPANIES INC COM
Shares8.1K
Event2026-03-31
Filed2026-04-07
LOW
8.44%LOWES COS INC COM
Shares9.9K
Event2026-03-31
Filed2026-04-07
CRWD
5.94%CROWDSTRIKE HLDGS INC CL A
Shares6.0K
Event2026-03-31
Filed2026-04-07
DIS
-4.16%DISNEY WALT CO COM
Shares23.9K
Event2026-03-31
Filed2026-04-07
PFE
-8.14%PFIZER INC COM
Shares81.3K
Event2026-03-31
Filed2026-04-07
TSM
-1.18%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares6.7K
Event2026-03-31
Filed2026-04-07
HOMB
-3.43%HOME BANCSHARES INC COM
Shares84.2K
Event2026-03-31
Filed2026-04-07
MGC
0.55%VANGUARD MEGA CAP ETF
Shares9.4K
Event2026-03-31
Filed2026-04-07
HD
4.77%HOME DEPOT INC COM
Shares6.8K
Event2026-03-31
Filed2026-04-07
TXN
13.27%TEXAS INSTRS INC COM
Shares11.3K
Event2026-03-31
Filed2026-04-07
XLP
8.61%STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
Shares26.8K
Event2026-03-31
Filed2026-04-07
JHMM
12.91%JOHN HANCOCK MULTIFACTOR MID CAP ETF
Shares32.4K
Event2026-03-31
Filed2026-04-07
GIGB
8.73%GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF
Shares46.8K
Event2026-03-31
Filed2026-04-07
XLY
-20.86%STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
Shares19.6K
Event2026-03-31
Filed2026-04-07
EXPE
-12.40%EXPEDIA GROUP INC COM NEW
Shares9.2K
Event2026-03-31
Filed2026-04-07
VPU
11.31%VANGUARD UTILITIES ETF
Shares10.7K
Event2026-03-31
Filed2026-04-07
XLG
17.68%INVESCO S&P 500 TOP 50 ETF
Shares38.8K
Event2026-03-31
Filed2026-04-07
BUFR
-9.14%FT VEST LADDERED BUFFER ETF
Shares62.0K
Event2026-03-31
Filed2026-04-07
KR
4.43%KROGER CO COM
Shares28.7K
Event2026-03-31
Filed2026-04-07
GGUS
46.81%MARKETBETA RUSSELL 1000 GROWTH EQUITY ETF
Shares35.6K
Event2026-03-31
Filed2026-04-07
IYZ
-67.12%ISHARES U.S. TELECOMMUNICATIONS ETF
Shares52.3K
Event2026-03-31
Filed2026-04-07
JHEM
10.54%JOHN HANCOCK MULTIFACTOR EMERGING MARKETS ETF
Shares59.8K
Event2026-03-31
Filed2026-04-07
SGOV
36.27%ISHARES 0-3 MONTH TREASURY BOND ETF
Shares20.2K
Event2026-03-31
Filed2026-04-07
MMM
-2.44%3M CO COM
Shares13.9K
Event2026-03-31
Filed2026-04-07
USMV
3.82%ISHARES MSCI USA MIN VOL FACTOR ETF
Shares21.7K
Event2026-03-31
Filed2026-04-07
T
-6.28%AT&T INC COM
Shares68.6K
Event2026-03-31
Filed2026-04-07
BSV
12.64%VANGUARD SHORT-TERM BOND ETF
Shares25.3K
Event2026-03-31
Filed2026-04-07
AVDV
1.30%AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
Shares19.7K
Event2026-03-31
Filed2026-04-07
EMXC
-38.36%ISHARES MSCI EMERGING MARKETS EX CHINA ETF
Shares25.0K
Event2026-03-31
Filed2026-04-07
VDC
8.25%VANGUARD CONSUMER STAPLES ETF
Shares8.7K
Event2026-03-31
Filed2026-04-07
NEE
1.82%NEXTERA ENERGY INC COM
Shares21.0K
Event2026-03-31
Filed2026-04-07
DTM
8.78%DT MIDSTREAM INC COMMON STOCK
Shares14.4K
Event2026-03-31
Filed2026-04-07
NOC
-9.80%NORTHROP GRUMMAN CORP COM
Shares2.8K
Event2026-03-31
Filed2026-04-07
FTNT
-1.72%FORTINET INC COM
Shares23.3K
Event2026-03-31
Filed2026-04-07
TGT
-13.09%TARGET CORP COM
Shares15.6K
Event2026-03-31
Filed2026-04-07
TSCO
-4.64%TRACTOR SUPPLY CO COM
Shares41.1K
Event2026-03-31
Filed2026-04-07
HSY
0.49%HERSHEY CO COM
Shares8.7K
Event2026-03-31
Filed2026-04-07
IYH
-49.44%ISHARES U.S. HEALTHCARE ETF
Shares29.2K
Event2026-03-31
Filed2026-04-07
HOOD
37.82%ROBINHOOD MKTS INC COM CL A
Shares26.0K
Event2026-03-31
Filed2026-04-07
SPSM
0.98%STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
Shares36.8K
Event2026-03-31
Filed2026-04-07
MTUM
7.97%ISHARES MSCI USA MOMENTUM FACTOR ETF
Shares7.4K
Event2026-03-31
Filed2026-04-07
MET
1.71%METLIFE INC COM
Shares24.8K
Event2026-03-31
Filed2026-04-07
ESGG
5.85%FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND
Shares8.7K
Event2026-03-31
Filed2026-04-07
VBIL
-21.12%VANGUARD 0-3 MONTH TREASURY BILL ETF
Shares23.0K
Event2026-03-31
Filed2026-04-07
PFN
1.05%PIMCO INCOME STRATEGY FD II COM
Shares246.6K
Event2026-03-31
Filed2026-04-07
NVG
0.18%NUVEEN AMT FREE MUN CR INC FD COM
Shares135.8K
Event2026-03-31
Filed2026-04-07
ADI
3.37%ANALOG DEVICES INC COM
Shares5.2K
Event2026-03-31
Filed2026-04-07
CHRW
10.12%C H ROBINSON WORLDWIDE IN COM NEW
Shares10.0K
Event2026-03-31
Filed2026-04-07
XLB
9.46%STATE STREET MATERIALS SELECT SECTOR SPDR ETF
Shares33.1K
Event2026-03-31
Filed2026-04-07
COP
9.50%CONOCOPHILLIPS COM
Shares12.5K
Event2026-03-31
Filed2026-04-07
JPC
-1.79%NUVEEN PFD & INCOME OPPORTUNIT COM
Shares218.4K
Event2026-03-31
Filed2026-04-07
BAC
-3.89%BANK AMERICA CORP COM
Shares33.7K
Event2026-03-31
Filed2026-04-07
AZO
1.89%AUTOZONE INC COM
Shares486
Event2026-03-31
Filed2026-04-07
CMG
0.38%CHIPOTLE MEXICAN GRILL INC COM
Shares51.2K
Event2026-03-31
Filed2026-04-07
IUS
-6.76%INVESCO RAFI STRATEGIC US ETF
Shares28.1K
Event2026-03-31
Filed2026-04-07
TLH
14.08%ISHARES 10-20 YEAR TREASURY BOND ETF
Shares16.1K
Event2026-03-31
Filed2026-04-07
QQQM
-89.35%INVESCO NASDAQ 100 ETF
Shares6.8K
Event2026-03-31
Filed2026-04-07
ITW
2.37%ILLINOIS TOOL WKS INC COM
Shares6.2K
Event2026-03-31
Filed2026-04-07
UNP
-9.04%UNION PAC CORP COM
Shares6.6K
Event2026-03-31
Filed2026-04-07
SLYV
-4.16%STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF
Shares17.0K
Event2026-03-31
Filed2026-04-07
CSX
29.06%CSX CORP COM
Shares38.5K
Event2026-03-31
Filed2026-04-07
SOFI
364.16%SOFI TECHNOLOGIES INC COM
Shares98.7K
Event2026-03-31
Filed2026-04-07
BJAN
1.23%INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY
Shares29.3K
Event2026-03-31
Filed2026-04-07
SHW
-4.53%SHERWIN WILLIAMS CO COM
Shares4.9K
Event2026-03-31
Filed2026-04-07
FXL
-1.80%FIRST TRUST TECHNOLOGY ALPHADEX FUND
Shares9.8K
Event2026-03-31
Filed2026-04-07
HDV
0.15%ISHARES CORE HIGH DIVIDEND ETF
Shares11.4K
Event2026-03-31
Filed2026-04-07
GPIQ
60.05%GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF
Shares30.9K
Event2026-03-31
Filed2026-04-07
FITE
-1.64%STATE STREET SPDR S&P KENSHO FUTURE SECURITY ETF
Shares17.7K
Event2026-03-31
Filed2026-04-07
FTHI
9.04%FIRST TRUST BUYWRITE INCOME ETF
Shares66.0K
Event2026-03-31
Filed2026-04-07
CTVA
1.93%CORTEVA INC COM
Shares18.1K
Event2026-03-31
Filed2026-04-07
GENERAL DYNAMICS CORP COM
0.64%GENERAL DYNAMICS CORP COM
Shares4.4K
Event2026-03-31
Filed2026-04-07
EWO
-71.88%ISHARES MSCI AUSTRIA ETF
Shares42.6K
Event2026-03-31
Filed2026-04-07
MGV
9.00%VANGUARD MEGA CAP VALUE ETF
Shares10.4K
Event2026-03-31
Filed2026-04-07
MA
-4.97%MASTERCARD INCORPORATED CL A
Shares3.0K
Event2026-03-31
Filed2026-04-07
IQLT
-2.47%ISHARES MSCI INTL QUALITY FACTOR ETF
Shares32.5K
Event2026-03-31
Filed2026-04-07
JPST
-0.64%JPMORGAN ULTRA-SHORT INCOME ETF
Shares29.5K
Event2026-03-31
Filed2026-04-07
SCHI
70.41%SCHWAB 5-10 YEAR CORPORATE BOND ETF
Shares65.7K
Event2026-03-31
Filed2026-04-07
DGRW
1.88%WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
Shares16.9K
Event2026-03-31
Filed2026-04-07
V
-10.69%VISA INC COM CL A
Shares4.9K
Event2026-03-31
Filed2026-04-07
PPA
17.39%INVESCO AEROSPACE & DEFENSE ETF
Shares8.9K
Event2026-03-31
Filed2026-04-07
SPMD
1.33%STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
Shares24.8K
Event2026-03-31
Filed2026-04-07
CSB
0.64%VICTORYSHARES US SMALL CAP HIGH DIVIDEND VOLATILITY WTD ETF
Shares23.5K
Event2026-03-31
Filed2026-04-07
VDE
1.35%VANGUARD ENERGY ETF
Shares8.4K
Event2026-03-31
Filed2026-04-07
VSS
-2.09%VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
Shares9.9K
Event2026-03-31
Filed2026-04-07
VOOV
11.24%VANGUARD S&P 500 VALUE ETF
Shares7.1K
Event2026-03-31
Filed2026-04-07
BMY
0.47%BRISTOL-MYERS SQUIBB CO COM
Shares23.8K
Event2026-03-31
Filed2026-04-07
RDVI
26.23%FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
Shares56.2K
Event2026-03-31
Filed2026-04-07
SCHB
2.11%SCHWAB U.S. BROAD MARKET ETF
Shares55.4K
Event2026-03-31
Filed2026-04-07
VRT
-14.10%VERTIV HOLDINGS CO COM CL A
Shares5.5K
Event2026-03-31
Filed2026-04-07
KNG
0.76%FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
Shares28.3K
Event2026-03-31
Filed2026-04-07
LNG
9.09%CHENIERE ENERGY INC COM NEW
Shares4.8K
Event2026-03-31
Filed2026-04-07
BLACKROCK INC COM
-67.29%BLACKROCK INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-07
GDX
-48.39%VANECK GOLD MINERS ETF
Shares14.9K
Event2026-03-31
Filed2026-04-07
COPX
NewGLOBAL X COPPER MINERS ETF
Shares17.9K
Event2026-03-31
Filed2026-04-07
AVDS
3.58%AVANTIS INTERNATIONAL SMALL CAP EQUITY ETF
Shares18.8K
Event2026-03-31
Filed2026-04-07
VEU
-4.20%VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Shares17.9K
Event2026-03-31
Filed2026-04-07
BA
-8.45%BOEING CO COM
Shares6.7K
Event2026-03-31
Filed2026-04-07
FV
-1.01%FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
Shares22.0K
Event2026-03-31
Filed2026-04-07
EIPI
1.46%FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF
Shares59.2K
Event2026-03-31
Filed2026-04-07
GOVT
272.58%ISHARES U.S. TREASURY BOND ETF
Shares57.4K
Event2026-03-31
Filed2026-04-07
BLCR
NewISHARES LARGE CAP CORE ACTIVE ETF
Shares31.6K
Event2026-03-31
Filed2026-04-07
ABRDN PHYSICAL GOLD SHARES ETF
-27.80%ABRDN PHYSICAL GOLD SHARES ETF
Shares29.0K
Event2026-03-31
Filed2026-04-07
F
-6.92%FORD MTR CO COM
Shares111.4K
Event2026-03-31
Filed2026-04-07
DLR
8.88%DIGITAL RLTY TR INC COM
Shares7.1K
Event2026-03-31
Filed2026-04-07
SHLD
-54.84%GLOBAL X DEFENSE TECH ETF
Shares18.1K
Event2026-03-31
Filed2026-04-07
GROZ
23.63%ZACKS FOCUS GROWTH ETF
Shares46.5K
Event2026-03-31
Filed2026-04-07
MBB
12.87%ISHARES MBS ETF
Shares13.4K
Event2026-03-31
Filed2026-04-07
RYAN
3.18%RYAN SPECIALTY HOLDINGS INC CL A
Shares37.3K
Event2026-03-31
Filed2026-04-07
KMB
4.88%KIMBERLY-CLARK CORP COM
Shares13.0K
Event2026-03-31
Filed2026-04-07
VGI
16.18%VIRTUS GLOBAL MULTI-SECTOR INC COM
Shares169.8K
Event2026-03-31
Filed2026-04-07
XCEM
-6.60%COLUMBIA EM CORE EX-CHINA ETF
Shares30.7K
Event2026-03-31
Filed2026-04-07
FDVV
-23.32%FIDELITY HIGH DIVIDEND ETF
Shares22.7K
Event2026-03-31
Filed2026-04-07
CME
17.94%CME GROUP INC COM
Shares4.2K
Event2026-03-31
Filed2026-04-07
IDEF
NewISHARES DEFENSE INDUSTRIALS ACTIVE ETF
Shares38.0K
Event2026-03-31
Filed2026-04-07
FTC
-6.34%FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND
Shares8.0K
Event2026-03-31
Filed2026-04-07
SPDW
-1.78%STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
Shares26.7K
Event2026-03-31
Filed2026-04-07
SCHR
59.66%SCHWAB INTERMEDIATE-TERM US TREASURY ETF
Shares48.8K
Event2026-03-31
Filed2026-04-07
UVV
5.04%UNIVERSAL CORP VA MTNS BK ENT COM
Shares23.0K
Event2026-03-31
Filed2026-04-07
VLU
4.74%STATE STREET SPDR S&P 1500 VALUE TILT ETF
Shares5.6K
Event2026-03-31
Filed2026-04-07
VYMI
100.53%VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
Shares12.7K
Event2026-03-31
Filed2026-04-07
PAYX
4.59%PAYCHEX INC COM
Shares13.0K
Event2026-03-31
Filed2026-04-07
ECL
14.48%ECOLAB INC COM
Shares4.5K
Event2026-03-31
Filed2026-04-07
NLR
616.59%VANECK URANIUM AND NUCLEAR ETF
Shares8.9K
Event2026-03-31
Filed2026-04-07
IEFA
-7.77%ISHARES CORE MSCI EAFE ETF
Shares13.0K
Event2026-03-31
Filed2026-04-07
VZ
3.35%VERIZON COMMUNICATIONS INC COM
Shares23.4K
Event2026-03-31
Filed2026-04-07
ESGU
1.40%ISHARES ESG AWARE MSCI USA ETF
Shares8.2K
Event2026-03-31
Filed2026-04-07
CSHI
11.34%NEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF
Shares23.4K
Event2026-03-31
Filed2026-04-07
QCOM
9.32%QUALCOMM INC COM
Shares9.0K
Event2026-03-31
Filed2026-04-07
DUKE ENERGY CORP NEW COM NEW
40.43%DUKE ENERGY CORP NEW COM NEW
Shares8.8K
Event2026-03-31
Filed2026-04-07
EVV
-5.43%EATON VANCE LIMITED DURATION I COM
Shares121.7K
Event2026-03-31
Filed2026-04-07
BDX
-11.62%BECTON DICKINSON & CO COM
Shares7.3K
Event2026-03-31
Filed2026-04-07
NEA
48.37%NUVEEN AMT FREE QLTY MUN INCME COM
Shares101.8K
Event2026-03-31
Filed2026-04-07
BNDC
36.55%FLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUND
Shares50.8K
Event2026-03-31
Filed2026-04-07
DFAC
19.87%DIMENSIONAL U.S. CORE EQUITY 2 ETF
Shares29.1K
Event2026-03-31
Filed2026-04-07
SO
3.18%SOUTHERN CO COM
Shares11.6K
Event2026-03-31
Filed2026-04-07
IWF
-5.36%ISHARES RUSSELL 1000 GROWTH ETF
Shares2.6K
Event2026-03-31
Filed2026-04-07
AVRE
4.23%AVANTIS REAL ESTATE ETF
Shares25.0K
Event2026-03-31
Filed2026-04-07
QQQI
57.55%NEOS NASDAQ 100 HIGH INCOME ETF
Shares22.0K
Event2026-03-31
Filed2026-04-07
TAN
81616.67%INVESCO SOLAR ETF
Shares19.6K
Event2026-03-31
Filed2026-04-07
OIH
-62.10%VANECK OIL SERVICES ETF
Shares2.7K
Event2026-03-31
Filed2026-04-07
FNDX
39.38%SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
Shares39.0K
Event2026-03-31
Filed2026-04-07
DLS
0.57%WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
Shares13.3K
Event2026-03-31
Filed2026-04-07
VGSH
-0.66%VANGUARD SHORT-TERM TREASURY ETF
Shares18.5K
Event2026-03-31
Filed2026-04-07
ISHARES GOLD TRUST
-36.80%ISHARES GOLD TRUST
Shares12.2K
Event2026-03-31
Filed2026-04-07
BNDX
-16.43%VANGUARD TOTAL INTERNATIONAL BOND ETF
Shares22.3K
Event2026-03-31
Filed2026-04-07
FITB
224.52%FIFTH THIRD BANCORP COM
Shares23.0K
Event2026-03-31
Filed2026-04-07
QTUM
1146.34%DEFIANCE QUANTUM ETF
Shares9.9K
Event2026-03-31
Filed2026-04-07
FJP
NewFIRST TRUST JAPAN ALPHADEX FUND
Shares14.6K
Event2026-03-31
Filed2026-04-07
BUFF
77.97%INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF
Shares21.3K
Event2026-03-31
Filed2026-04-07
UPS
0.19%UNITED PARCEL SVCS INC CL B
Shares10.7K
Event2026-03-31
Filed2026-04-07
BAUG
-1.73%INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST
Shares21.0K
Event2026-03-31
Filed2026-04-07
FBND
25.13%FIDELITY TOTAL BOND ETF
Shares22.4K
Event2026-03-31
Filed2026-04-07
FPXI
-5.89%FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF
Shares16.5K
Event2026-03-31
Filed2026-04-07
NCV
326.12%VIRTUS CONVERTIBLE & INCOME FD COM NEW
Shares68.2K
Event2026-03-31
Filed2026-04-07
D
-0.09%DOMINION ENERGY INC COM
Shares16.2K
Event2026-03-31
Filed2026-04-07
WM
0.79%WASTE MGMT INC DEL COM
Shares4.3K
Event2026-03-31
Filed2026-04-07
VGLT
-0.96%VANGUARD LONG-TERM TREASURY ETF
Shares17.8K
Event2026-03-31
Filed2026-04-07
IAGG
15.40%ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
Shares19.5K
Event2026-03-31
Filed2026-04-07
IWV
-11.99%ISHARES RUSSELL 3000 ETF
Shares2.6K
Event2026-03-31
Filed2026-04-07
VBK
-0.80%VANGUARD SMALL-CAP GROWTH ETF
Shares3.2K
Event2026-03-31
Filed2026-04-07
LQD
-80.46%ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
Shares8.9K
Event2026-03-31
Filed2026-04-07
FTGS
-7.98%FIRST TRUST GROWTH STRENGTH ETF
Shares28.1K
Event2026-03-31
Filed2026-04-07
MAGS
-20.60%ROUNDHILL MAGNIFICENT SEVEN ETF
Shares16.4K
Event2026-03-31
Filed2026-04-07
XLRE
-1.78%STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
Shares23.2K
Event2026-03-31
Filed2026-04-07
BNOV
-1.25%INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER
Shares21.8K
Event2026-03-31
Filed2026-04-07
AGG
-4.92%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares9.4K
Event2026-03-31
Filed2026-04-07
GTIP
8.72%GOLDMAN SACHS ACCESS INFLATION PROTECTED USD BOND ETF
Shares19.0K
Event2026-03-31
Filed2026-04-07
FTEC
3.07%FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
Shares4.5K
Event2026-03-31
Filed2026-04-07
FCG
NewFIRST TRUST NATURAL GAS ETF
Shares29.1K
Event2026-03-31
Filed2026-04-07
HON
19.31%HONEYWELL INTL INC COM
Shares4.1K
Event2026-03-31
Filed2026-04-07
XHS
-2.94%STATE STREET SPDR S&P HEALTH CARE SERVICES ETF
Shares9.1K
Event2026-03-31
Filed2026-04-07
TDIV
-5.06%FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
Shares9.7K
Event2026-03-31
Filed2026-04-07
SPYI
-7.03%NEOS S&P 500 HIGH INCOME ETF
Shares18.4K
Event2026-03-31
Filed2026-04-07
AVES
3.27%AVANTIS EMERGING MARKETS VALUE ETF
Shares15.1K
Event2026-03-31
Filed2026-04-07
CIBR
1.06%FIRST TRUST NASDAQ CYBERSECURITY ETF
Shares14.4K
Event2026-03-31
Filed2026-04-07
LCTU
1.88%ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF
Shares12.6K
Event2026-03-31
Filed2026-04-07
VIG
11.97%VANGUARD DIVIDEND APPRECIATION ETF
Shares4.1K
Event2026-03-31
Filed2026-04-07
CEG
7.01%CONSTELLATION ENERGY CORP COM
Shares3.1K
Event2026-03-31
Filed2026-04-07
MUB
-1.45%ISHARES NATIONAL MUNI BOND ETF
Shares8.3K
Event2026-03-31
Filed2026-04-07
PDI
15.34%PIMCO DYNAMIC INCOME FD SHS
Shares51.3K
Event2026-03-31
Filed2026-04-07
FSEP
-0.22%FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER
Shares17.2K
Event2026-03-31
Filed2026-04-07
PHM
-0.27%PULTE GROUP INC COM
Shares7.3K
Event2026-03-31
Filed2026-04-07
ICE
8.87%INTERCONTINENTAL EXCHANGE INC COM
Shares5.4K
Event2026-03-31
Filed2026-04-07
JHSC
11.67%JOHN HANCOCK MULTIFACTOR SMALL CAP ETF
Shares19.6K
Event2026-03-31
Filed2026-04-07
NOCT
1.03%INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER
Shares14.8K
Event2026-03-31
Filed2026-04-07
GEMD
-11.92%GOLDMAN SACHS ACCESS EMERGING MARKETS USD BOND ETF
Shares20.0K
Event2026-03-31
Filed2026-04-07
EOG
6.48%EOG RES INC COM
Shares5.7K
Event2026-03-31
Filed2026-04-07
JKHY
2.02%HENRY JACK & ASSOC INC COM
Shares5.2K
Event2026-03-31
Filed2026-04-07
BILS
-18.99%STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
Shares8.2K
Event2026-03-31
Filed2026-04-07
AIRR
10.32%FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
Shares7.3K
Event2026-03-31
Filed2026-04-07
ALB
-4.36%ALBEMARLE CORP COM
Shares4.5K
Event2026-03-31
Filed2026-04-07
SOXX
-67.54%ISHARES SEMICONDUCTOR ETF
Shares2.4K
Event2026-03-31
Filed2026-04-07
TPLC
42.90%TIMOTHY PLAN US LARGE/MID CAP CORE ETF
Shares17.2K
Event2026-03-31
Filed2026-04-07
NSC
-5.05%NORFOLK SOUTHN CORP COM
Shares2.8K
Event2026-03-31
Filed2026-04-07
COIN
11.77%COINBASE GLOBAL INC COM CL A
Shares4.5K
Event2026-03-31
Filed2026-04-07
AMAT
-28.15%APPLIED MATLS INC COM
Shares2.3K
Event2026-03-31
Filed2026-04-07
WSO
-9.96%WATSCO INC COM
Shares2.2K
Event2026-03-31
Filed2026-04-07
VTIP
23.70%VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
Shares15.8K
Event2026-03-31
Filed2026-04-07
ICVT
-4.63%ISHARES CONVERTIBLE BOND ETF
Shares7.7K
Event2026-03-31
Filed2026-04-07
SNDK
-17.76%SANDISK CORP COM
Shares1.2K
Event2026-03-31
Filed2026-04-07
DE
10.38%DEERE & CO COM
Shares1.4K
Event2026-03-31
Filed2026-04-07
ARKX
1556.36%ARK SPACE & DEFENSE INNOVATION ETF
Shares26.5K
Event2026-03-31
Filed2026-04-07
VNQI
0.80%VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
Shares17.4K
Event2026-03-31
Filed2026-04-07
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF
-80.32%STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF
Shares8.1K
Event2026-03-31
Filed2026-04-07
FDN
-5.70%FIRST TRUST DOW JONES INTERNET INDEX FUND
Shares3.3K
Event2026-03-31
Filed2026-04-07
AIS
NewVISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF
Shares18.3K
Event2026-03-31
Filed2026-04-07
NJAN
30.10%INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY
Shares14.3K
Event2026-03-31
Filed2026-04-07
FDL
-8.53%FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
Shares15.0K
Event2026-03-31
Filed2026-04-07
EMN
-14.52%EASTMAN CHEM CO COM
Shares10.0K
Event2026-03-31
Filed2026-04-07
DVY
-33.96%ISHARES SELECT DIVIDEND ETF
Shares5.0K
Event2026-03-31
Filed2026-04-07
VONG
-81.23%VANGUARD RUSSELL 1000 GROWTH ETF
Shares6.8K
Event2026-03-31
Filed2026-04-07
DTCR
18489.88%GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF
Shares31.2K
Event2026-03-31
Filed2026-04-07
TCAF
0.00%T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
Shares21.0K
Event2026-03-31
Filed2026-04-07
FOCT
-1.26%FT VEST U.S. EQUITY BUFFER ETF - OCTOBER
Shares15.6K
Event2026-03-31
Filed2026-04-07
FAPR
0.32%FT VEST U.S. EQUITY BUFFER ETF - APRIL
Shares16.5K
Event2026-03-31
Filed2026-04-07
FMAR
-1.27%FT VEST US EQUITY BUFFER ETF - MARCH
Shares15.2K
Event2026-03-31
Filed2026-04-07
IGPT
NewINVESCO AI AND NEXT GEN SOFTWARE ETF
Shares12.7K
Event2026-03-31
Filed2026-04-07
WPM
4.09%WHEATON PRECIOUS METALS CORP COM
Shares5.6K
Event2026-03-31
Filed2026-04-07
BFEB
115.81%INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY
Shares15.3K
Event2026-03-31
Filed2026-04-07
FJUL
-0.69%FT VEST U.S. EQUITY BUFFER ETF - JULY
Shares13.3K
Event2026-03-31
Filed2026-04-07
FJUN
-0.37%FT VEST U.S. EQUITY BUFFER ETF - JUNE
Shares12.8K
Event2026-03-31
Filed2026-04-07
FJAN
-1.55%FT VEST US EQUITY BUFFER ETF - JANUARY
Shares14.4K
Event2026-03-31
Filed2026-04-07
FNDF
40.89%SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
Shares14.8K
Event2026-03-31
Filed2026-04-07
ARKQ
45571.43%ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF
Shares6.4K
Event2026-03-31
Filed2026-04-07
CL
-12.77%COLGATE PALMOLIVE CO COM
Shares8.4K
Event2026-03-31
Filed2026-04-07
AIPO
NewDEFIANCE AI & POWER INFRASTRUCTURE ETF
Shares28.8K
Event2026-03-31
Filed2026-04-07
PYPL
-3.97%PAYPAL HLDGS INC COM
Shares15.9K
Event2026-03-31
Filed2026-04-07
TDTT
17.01%FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND
Shares29.6K
Event2026-03-31
Filed2026-04-07
FMAY
-1.26%FT VEST U.S. EQUITY BUFFER FUND - MAY
Shares13.6K
Event2026-03-31
Filed2026-04-07
FAUG
-0.85%FT VEST U.S. EQUITY BUFFER ETF - AUGUST
Shares13.8K
Event2026-03-31
Filed2026-04-07
WELL
-0.33%WELLTOWER INC COM
Shares3.6K
Event2026-03-31
Filed2026-04-07
FNOV
-0.98%FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER
Shares13.3K
Event2026-03-31
Filed2026-04-07
DOL
-0.07%WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND
Shares10.5K
Event2026-03-31
Filed2026-04-07
FFEB
-1.65%FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY
Shares12.7K
Event2026-03-31
Filed2026-04-07
CUBE
-15.56%CUBESMART COM
Shares19.4K
Event2026-03-31
Filed2026-04-07
ASML
-32.83%ASML HLDG NV N Y REGISTRY SHS
Shares536
Event2026-03-31
Filed2026-04-07
FDEC
-1.76%FT VEST US EQUITY BUFFER ETF - DECEMBER
Shares14.2K
Event2026-03-31
Filed2026-04-07
FBCG
-2.19%FIDELITY BLUE CHIP GROWTH ETF
Shares14.0K
Event2026-03-31
Filed2026-04-07
GRID
-4.93%FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
Shares4.2K
Event2026-03-31
Filed2026-04-07
IEI
-0.09%ISHARES 3-7 YEAR TREASURY BOND ETF
Shares5.8K
Event2026-03-31
Filed2026-04-07
SPEM
4.06%STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
Shares14.7K
Event2026-03-31
Filed2026-04-07
SKOR
-6.37%FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND
Shares14.1K
Event2026-03-31
Filed2026-04-07
SPTM
1.13%STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
Shares8.7K
Event2026-03-31
Filed2026-04-07
NOBL
6.66%PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Shares6.3K
Event2026-03-31
Filed2026-04-07
FVD
-9.52%FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
Shares14.2K
Event2026-03-31
Filed2026-04-07
CSL
0.00%CARLISLE COS INC COM
Shares2.0K
Event2026-03-31
Filed2026-04-07
UNH
-21.99%UNITEDHEALTH GROUP INC COM
Shares2.5K
Event2026-03-31
Filed2026-04-07
ISRG
41.23%INTUITIVE SURGICAL INC COM NEW
Shares1.4K
Event2026-03-31
Filed2026-04-07
PEP
55.12%PEPSICO INC COM
Shares4.2K
Event2026-03-31
Filed2026-04-07
SHY
-32.49%ISHARES 1-3 YEAR TREASURY BOND ETF
Shares7.9K
Event2026-03-31
Filed2026-04-07
SMBS
1539.13%SCHWAB MORTGAGE-BACKED SECURITIES ETF
Shares25.6K
Event2026-03-31
Filed2026-04-07
VCLT
5.08%VANGUARD LONG-TERM CORPORATE BOND ETF
Shares8.6K
Event2026-03-31
Filed2026-04-07
UTWO
27.58%US TREASURY 2 YEAR NOTE ETF
Shares13.3K
Event2026-03-31
Filed2026-04-07
SON
-14.21%SONOCO PRODS CO COM
Shares11.8K
Event2026-03-31
Filed2026-04-07
MSIF
319.51%MSC INCOME FUND INC COM
Shares51.7K
Event2026-03-31
Filed2026-04-07
BJUL
-0.46%INNOVATOR U.S. EQUITY BUFFER ETF - JULY
Shares12.7K
Event2026-03-31
Filed2026-04-07
SYY
53.04%SYSCO CORP COM
Shares8.8K
Event2026-03-31
Filed2026-04-07
IGSB
-78.60%ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares11.9K
Event2026-03-31
Filed2026-04-07
CCD
-55.30%CALAMOS DYNAMIC CONV & INCOME COM
Shares29.2K
Event2026-03-31
Filed2026-04-07
AFL
33.59%AFLAC INC COM
Shares5.7K
Event2026-03-31
Filed2026-04-07
VTWO
350.69%VANGUARD RUSSELL 2000 ETF
Shares6.2K
Event2026-03-31
Filed2026-04-07
VLO
106.15%VALERO ENERGY CORP COM
Shares2.5K
Event2026-03-31
Filed2026-04-07
ED
40.40%CONSOLIDATED EDISON INC COM
Shares5.4K
Event2026-03-31
Filed2026-04-07
GUT
28.99%GABELLI UTIL TR COM
Shares99.8K
Event2026-03-31
Filed2026-04-07
IWR
-1.48%ISHARES RUSSELL MIDCAP ETF
Shares6.2K
Event2026-03-31
Filed2026-04-07
DSI
1.23%ISHARES ESG MSCI KLD 400 ETF
Shares4.9K
Event2026-03-31
Filed2026-04-07
JHCB
25.17%JOHN HANCOCK CORPORATE BOND ETF
Shares28.0K
Event2026-03-31
Filed2026-04-07
RGTI
111.23%RIGETTI COMPUTING INC COMMON STOCK
Shares41.8K
Event2026-03-31
Filed2026-04-07
BJUN
-3.17%INNOVATOR U.S. EQUITY BUFFER ETF - JUNE
Shares12.7K
Event2026-03-31
Filed2026-04-07
SRV
574.36%NXG CUSHING MIDSTREAM ENERGY COM NEW
Shares13.2K
Event2026-03-31
Filed2026-04-07
ATO
35.51%ATMOS ENERGY CORP COM
Shares3.2K
Event2026-03-31
Filed2026-04-07
THE CIGNA GROUP COM
127.00%THE CIGNA GROUP COM
Shares2.2K
Event2026-03-31
Filed2026-04-07
USXF
-9.52%ISHARES ESG ADVANCED MSCI USA ETF
Shares10.5K
Event2026-03-31
Filed2026-04-07
JPME
-3.82%JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF
Shares5.1K
Event2026-03-31
Filed2026-04-07
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
-72.81%SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
Shares1.5K
Event2026-03-31
Filed2026-04-07
BOCT
-1.68%INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER
Shares12.0K
Event2026-03-31
Filed2026-04-07
DEO
-18.03%DIAGEO PLC SPON ADR NEW
Shares7.7K
Event2026-03-31
Filed2026-04-07
WFC
15.76%WELLS FARGO & CO COM
Shares7.1K
Event2026-03-31
Filed2026-04-07
IWD
-3.41%ISHARES RUSSELL 1000 VALUE ETF
Shares2.6K
Event2026-03-31
Filed2026-04-07
AJAN
0.00%INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JANUARY 2028
Shares20.1K
Event2026-03-31
Filed2026-04-07
WDC
-80.96%WESTERN DIGITAL CORP COM
Shares2.0K
Event2026-03-31
Filed2026-04-07
DAL
-7.30%DELTA AIR LINES INC COM NEW
Shares8.2K
Event2026-03-31
Filed2026-04-07
NAD
139.61%NUVEEN QUALITY MUNCP INCOME FD COM
Shares47.4K
Event2026-03-31
Filed2026-04-07
BINC
-9.72%ISHARES FLEXIBLE INCOME ACTIVE ETF
Shares10.5K
Event2026-03-31
Filed2026-04-07
EME
-1.48%EMCOR GROUP INC COM
Shares734
Event2026-03-31
Filed2026-04-07
IWY
30.90%ISHARES RUSSELL TOP 200 GROWTH ETF
Shares2.2K
Event2026-03-31
Filed2026-04-07
FSMD
7.99%FIDELITY SMALL-MID MULTIFACTOR ETF
Shares11.9K
Event2026-03-31
Filed2026-04-07
SUB
-1.18%ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
Shares5.0K
Event2026-03-31
Filed2026-04-07
VGIT
4.40%VANGUARD INTERMEDIATE-TERM TREASURY ETF
Shares8.9K
Event2026-03-31
Filed2026-04-07
Call Option Holdings
MICRON TECHNOLOGY INC COM Call CallMICRON TECHNOLOGY INC COM1.0K sharesnew addition2026-03-312026-04-07
ISHARES MSCI SOUTH KOREA ETF Call CallISHARES MSCI SOUTH KOREA ETF100 sharesnew addition2026-03-312026-04-07
SUPER MICRO COMPUTER INC COM NEW Call CallSUPER MICRO COMPUTER INC COM NEW100 sharesnew addition2026-03-312026-04-07
MICRON TECHNOLOGY INC COM Call
NewMICRON TECHNOLOGY INC COM
Shares1.0K
Event2026-03-31
Filed2026-04-07
MICROSOFT CORP COM Call
NewMICROSOFT CORP COM
Shares100
Event2026-03-31
Filed2026-04-07
ISHARES MSCI SOUTH KOREA ETF Call
NewISHARES MSCI SOUTH KOREA ETF
Shares100
Event2026-03-31
Filed2026-04-07
SUPER MICRO COMPUTER INC COM NEW Call
NewSUPER MICRO COMPUTER INC COM NEW
Shares100
Event2026-03-31
Filed2026-04-07
Put Option Holdings
No put option holdings data available
No put option holdings data available