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

Currently, CWM, LLC holds 5645 types of securities in its portfolio with a total value $38.0B. In the most recent quarter, they have increased their positions in CORO (+16.2M shares, valued at $521.1M), SPTI (+6.6M shares, valued at $188.0M), GOVT (+6.5M shares, valued at $148.4M); decreased their positions in OEF (-1.0M shares, valued at $329.2M), EFV (-2.5M shares, valued at $183.9M), IEMG (-2.4M shares, valued at $170.4M); initiated new positions in CORO (+16.2M shares, valued at $521.1M), IDEF (+4.3M shares, valued at $139.1M), BLCR (+3.4M shares, valued at $138.9M).

1M P&L

+1.1B+3.01%

3M P&L

-144.2M-0.39%

HY P&L

+1.5B+4.26%

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/A24.0M

69.2%

2Semiconductors895.2K

2.6%

3Software - Infrastructure894.5K

2.6%

Top Industries by Stock Count

1N/A1882 stocks

36.1%

2Banks - Regional282 stocks

5.4%

3Biotechnology276 stocks

5.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR1.4M shares-2.88%2026-03-312026-05-14

SPYM SPDR SERIES TRUST11.3M shares8.65%2026-03-312026-05-14

IUSB ISHARES TR17.6M shares2.46%2026-03-312026-05-14

SPDW SPDR INDEX SHS FDS17.7M shares13.93%2026-03-312026-05-14

AAPL APPLE INC2.7M shares0.76%2026-03-312026-05-14

NVDA NVIDIA CORPORATION3.5M shares2.97%2026-03-312026-05-14

IVE ISHARES TR2.6M shares-0.48%2026-03-312026-05-14

IVW ISHARES TR4.8M shares0.06%2026-03-312026-05-14

Sponsored

CORO BLACKROCK ETF TRUST16.2M sharesnew addition2026-03-312026-05-14

DYNF BLACKROCK ETF TRUST7.8M shares-2.30%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T682.9K shares36.02%2026-03-312026-05-14

MSFT MICROSOFT CORP1.2M shares10.78%2026-03-312026-05-14

SPMO INVESCO EXCH TRADED FD TR II3.6M shares20.03%2026-03-312026-05-14

SPTI SPDR SERIES TRUST12.8M shares104.29%2026-03-312026-05-14

QUAL ISHARES TR1.9M shares-15.88%2026-03-312026-05-14

SPAB SPDR SERIES TRUST14.0M shares-23.04%2026-03-312026-05-14

Sponsored

BOND PIMCO ETF TR3.7M shares-9.84%2026-03-312026-05-14

AMZN AMAZON COM INC1.6M shares5.14%2026-03-312026-05-14

LGLV SPDR SERIES TRUST1.8M shares-1.12%2026-03-312026-05-14

VUG VANGUARD INDEX FDS653.5K shares1.54%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR490.8K shares-4.53%2026-03-312026-05-14

ALPHABET INC ALPHABET INC962.8K shares-7.42%2026-03-312026-05-14

MTUM ISHARES TR1.1M shares0.67%2026-03-312026-05-14

SPYG SPDR SERIES TRUST2.8M shares-2.19%2026-03-312026-05-14

Sponsored

SPTM SPDR SERIES TRUST3.3M shares2.55%2026-03-312026-05-14

BIL SPDR SERIES TRUST2.6M shares6.46%2026-03-312026-05-14

SPYV SPDR SERIES TRUST4.2M shares1.88%2026-03-312026-05-14

IEMG ISHARES INC3.2M shares-42.93%2026-03-312026-05-14

EFV ISHARES TR3.0M shares-44.94%2026-03-312026-05-14

TOTL SSGA ACTIVE ETF TR5.5M shares15.08%2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR7.2M shares-3.40%2026-03-312026-05-14

BROADCOM INC BROADCOM INC667.2K shares2.51%2026-03-312026-05-14

Sponsored

BILS SPDR SERIES TRUST2.0M shares-1.85%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL394.6K shares2.53%2026-03-312026-05-14

BAI BLACKROCK ETF TRUST5.6M shares9.57%2026-03-312026-05-14

MBB ISHARES TR1.9M shares0.89%2026-03-312026-05-14

FBND FIDELITY MERRIMACK STR TR3.9M shares18.22%2026-03-312026-05-14

WMT WALMART INC1.4M shares14.93%2026-03-312026-05-14

XOM EXXON MOBIL CORP1.0M shares-2.19%2026-03-312026-05-14

BUFR FIRST TR EXCHNG TRADED FD VI5.1M shares3.55%2026-03-312026-05-14

Sponsored

GOVT ISHARES TR7.5M shares604.66%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON692.3K shares5.39%2026-03-312026-05-14

VTV VANGUARD INDEX FDS854.1K shares-0.67%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO550.2K shares2.63%2026-03-312026-05-14

MINT PIMCO ETF TR1.6M shares-4.29%2026-03-312026-05-14

ULST SSGA ACTIVE ETF TR3.9M shares3.87%2026-03-312026-05-14

TLH ISHARES TR1.6M shares-2.06%2026-03-312026-05-14

PVAL PUTNAM ETF TRUST3.3M shares2.88%2026-03-312026-05-14

Sponsored

TSLA TESLA INC413.3K shares6.10%2026-03-312026-05-14

JIRE J P MORGAN EXCHANGE TRADED F1.9M shares12.11%2026-03-312026-05-14

GLD SPDR GOLD TR329.3K shares-13.37%2026-03-312026-05-14

SPEM SPDR INDEX SHS FDS3.0M shares22.46%2026-03-312026-05-14

META META PLATFORMS INC244.6K shares-3.24%2026-03-312026-05-14

IDEF BLACKROCK ETF TRUST4.3M sharesnew addition2026-03-312026-05-14

BLCR BLACKROCK ETF TRUST3.4M sharesnew addition2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR1.0M shares-25.64%2026-03-312026-05-14

Sponsored

SPMD SPDR SERIES TRUST2.3M shares-36.96%2026-03-312026-05-14

ALPHABET INC ALPHABET INC464.3K shares3.98%2026-03-312026-05-14

LLY ELI LILLY & CO144.1K shares4.53%2026-03-312026-05-14

PYLD PIMCO ETF TR5.0M shares18.65%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS214.5K shares-2.84%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR4.1M shares-26.35%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC1.0M shares-0.64%2026-03-312026-05-14

FBCG FIDELITY COVINGTON TRUST2.4M shares125.52%2026-03-312026-05-14

Sponsored

AVDE AMERICAN CENTY ETF TR1.4M shares22.97%2026-03-312026-05-14

SPIP SPDR SERIES TRUST4.6M shares12.16%2026-03-312026-05-14

JGRO J P MORGAN EXCHANGE TRADED F1.4M shares-3.25%2026-03-312026-05-14

THRO BLACKROCK ETF TRUST3.3M shares0.13%2026-03-312026-05-14

HEGD LISTED FDS TR4.6M shares17.85%2026-03-312026-05-14

IAGG ISHARES TR2.3M shares3.57%2026-03-312026-05-14

SCHZ SCHWAB STRATEGIC TR4.8M shares19.07%2026-03-312026-05-14

CORP PIMCO ETF TR1.1M shares2.66%2026-03-312026-05-14

Sponsored

RSSB TIDAL TRUST II4.0M shares5.82%2026-03-312026-05-14

PG PROCTER & GAMBLE CO750.3K shares9.39%2026-03-312026-05-14

ABBV ABBVIE INC464.4K shares0.96%2026-03-312026-05-14

CSCO CISCO SYS INC1.3M shares-3.35%2026-03-312026-05-14

CGDV CAPITAL GROUP DIVIDEND VALUE2.3M shares17.14%2026-03-312026-05-14

RAAX VANECK ETF TRUST2.4M shares1027.35%2026-03-312026-05-14

DHS WISDOMTREE TR862.0K shares0.33%2026-03-312026-05-14

BINC BLACKROCK ETF TRUST II1.8M shares-8.94%2026-03-312026-05-14

Sponsored

CAT CATERPILLAR INC130.2K shares10.97%2026-03-312026-05-14

SIMPLIFY EXCHANGE TRADED FUN SIMPLIFY EXCHANGE TRADED FUN3.4M sharesnew addition2026-03-312026-05-14

VCSH VANGUARD SCOTTSDALE FDS1.1M shares11.35%2026-03-312026-05-14

HD HOME DEPOT INC261.9K shares8.13%2026-03-312026-05-14

GLDM WORLD GOLD TR922.7K shares-0.94%2026-03-312026-05-14

LDUR PIMCO ETF TR891.8K shares-5.12%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE298.0K shares16.92%2026-03-312026-05-14

QQQM INVESCO EXCH TRADED FD TR II354.1K shares4.79%2026-03-312026-05-14

Sponsored

GTO INVESCO ACTIVELY MANAGED EXC1.8M shares-13.31%2026-03-312026-05-14

CVX CHEVRON CORPORATION398.9K shares10.87%2026-03-312026-05-14

DBND DOUBLELINE ETF TRUST1.8M shares10.67%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR1.3M shares19.15%2026-03-312026-05-14

V VISA INC269.7K shares5.62%2026-03-312026-05-14

JPST J P MORGAN EXCHANGE TRADED F1.6M shares43.74%2026-03-312026-05-14

CGGR CAPITAL GROUP GROWTH ETF2.0M shares-11.23%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION80.7K shares12.61%2026-03-312026-05-14

Sponsored

MUB ISHARES TR751.6K shares9.26%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR3.2M shares9.69%2026-03-312026-05-14

SPTL SPDR SERIES TRUST3.0M shares7.87%2026-03-312026-05-14

SGOV ISHARES TR774.5K shares126.20%2026-03-312026-05-14

TAXF AMERICAN CENTY ETF TR1.6M shares11.74%2026-03-312026-05-14

JEPI J P MORGAN EXCHANGE TRADED F1.4M shares-17.13%2026-03-312026-05-14

QHY WISDOMTREE TR1.7M shares2.61%2026-03-312026-05-14

CGBL CAPITAL GROUP CORE BALANCED2.2M shares2.84%2026-03-312026-05-14

Sponsored

BMY BRISTOL-MYERS SQUIBB CO1.3M shares2.29%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS311.3K shares41.13%2026-03-312026-05-14

USHY ISHARES TR2.0M shares22.86%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC219.4K shares11.38%2026-03-312026-05-14

NTSX WISDOMTREE TR1.4M shares2.31%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC1.5M shares-1.83%2026-03-312026-05-14

JVAL J P MORGAN EXCHANGE TRADED F1.5M shares87.31%2026-03-312026-05-14

JBND J P MORGAN EXCHANGE TRADED F1.3M shares12.32%2026-03-312026-05-14

Sponsored

XLC SELECT SECTOR SPDR TR639.4K shares19.24%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC483.2K shares-1.77%2026-03-312026-05-14

VEU VANGUARD INTL EQUITY INDEX F937.6K shares6.92%2026-03-312026-05-14

JMEE J P MORGAN EXCHANGE TRADED F1.1M shares9.91%2026-03-312026-05-14

ITOT ISHARES TR489.7K shares-8.57%2026-03-312026-05-14

BAC BANK AMERICA CORP1.4M shares1.77%2026-03-312026-05-14

USMV ISHARES TR733.4K shares-7.83%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR766.4K shares-60.78%2026-03-312026-05-14

Sponsored

IEFA ISHARES TR736.1K shares-22.52%2026-03-312026-05-14

VTI VANGUARD INDEX FDS206.7K shares1.89%2026-03-312026-05-14

T AT&T INC2.3M shares-2.09%2026-03-312026-05-14

PEP PEPSICO INC417.1K shares-18.94%2026-03-312026-05-14

RDVY FIRST TR EXCHANGE TRADED FD939.5K shares-3.23%2026-03-312026-05-14

RSST TIDAL TRUST II2.3M shares2.91%2026-03-312026-05-14

VYMI VANGUARD WHITEHALL FDS673.2K shares8.73%2026-03-312026-05-14

DFEM DIMENSIONAL ETF TRUST1.8M shares9.10%2026-03-312026-05-14

Sponsored

AGG ISHARES TR635.2K shares-11.72%2026-03-312026-05-14

XSW SPDR SERIES TRUST442.3K sharesnew addition2026-03-312026-05-14

PMBS PIMCO ETF TR1.3M shares140.22%2026-03-312026-05-14

TJX TJX COS INC NEW391.3K shares5.02%2026-03-312026-05-14

SPEU SPDR INDEX SHS FDS1.2M shares-50.32%2026-03-312026-05-14

FELC FIDELITY COVINGTON TRUST1.7M shares21.29%2026-03-312026-05-14

GSST GOLDMAN SACHS ETF TR1.2M shares-2.39%2026-03-312026-05-14

MOAT VANECK ETF TRUST624.9K shares-3.35%2026-03-312026-05-14

Sponsored

FMUB FIDELITY MERRIMACK STR TR1.2M shares16.88%2026-03-312026-05-14

DIVI FRANKLIN TEMPLETON ETF TR1.5M shares21.39%2026-03-312026-05-14

TCHP T ROWE PRICE ETF INC1.4M shares2627.21%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP98.3K shares4.65%2026-03-312026-05-14

PFE PFIZER INC2.1M shares29.92%2026-03-312026-05-14

AVEM AMERICAN CENTY ETF TR733.3K shares21.97%2026-03-312026-05-14

NFLX NETFLIX INC.606.3K shares29.13%2026-03-312026-05-14

IUSV ISHARES TR568.9K shares-7.20%2026-03-312026-05-14

Sponsored

DFIV DIMENSIONAL ETF TRUST1.1M shares11.60%2026-03-312026-05-14

AGGY WISDOMTREE TR1.3M shares3.94%2026-03-312026-05-14

AMGN AMGEN INC157.7K shares-3.73%2026-03-312026-05-14

KO COCA COLA CO728.9K shares1.09%2026-03-312026-05-14

SPMB SPDR SERIES TRUST2.4M shares3.34%2026-03-312026-05-14

VOE VANGUARD INDEX FDS290.9K shares6.82%2026-03-312026-05-14

MUNI PIMCO ETF TR993.5K shares7.67%2026-03-312026-05-14

REGN REGENERON PHARMACEUTICALS66.4K shares9.63%2026-03-312026-05-14

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F917.5K shares11.38%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC184.5K shares16.14%2026-03-312026-05-14

OEF ISHARES TR155.9K shares-86.91%2026-03-312026-05-14

IWF ISHARES TR115.7K shares-11.37%2026-03-312026-05-14

FIX COMFORT SYS USA INC35.3K shares16.42%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC235.3K shares0.54%2026-03-312026-05-14

LVHI LEGG MASON ETF INVT1.2M shares21.28%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP221.6K shares69.17%2026-03-312026-05-14

Sponsored

BNDX VANGUARD CHARLOTTE FDS979.4K shares18.06%2026-03-312026-05-14

XTL SPDR SERIES TRUST250.1K shares12.86%2026-03-312026-05-14

IGIB ISHARES TR875.0K shares-7.38%2026-03-312026-05-14

DGRW WISDOMTREE TR527.3K shares-2.18%2026-03-312026-05-14

GILD GILEAD SCIENCES INC332.1K shares-6.43%2026-03-312026-05-14

IJH ISHARES TR660.9K shares-3.99%2026-03-312026-05-14

FTGS FIRST TR EXCHANGE-TRADED FD1.3M shares-0.08%2026-03-312026-05-14

QYLD GLOBAL X FDS2.6M shares0.58%2026-03-312026-05-14

Sponsored

JSCP J P MORGAN EXCHANGE TRADED F927.4K shares3.35%2026-03-312026-05-14

MA MASTERCARD INCORPORATED85.8K shares3.02%2026-03-312026-05-14

DFAE DIMENSIONAL ETF TRUST1.3M shares1.43%2026-03-312026-05-14

SCHB SCHWAB STRATEGIC TR1.7M shares2.69%2026-03-312026-05-14

FDX FEDEX CORP119.2K shares10.37%2026-03-312026-05-14

BA BOEING CO212.0K shares12.56%2026-03-312026-05-14

GEV GE VERNOVA INC47.7K shares30.79%2026-03-312026-05-14

PCG PG&E CORP2.4M shares28.30%2026-03-312026-05-14

Sponsored

VLUE ISHARES TR289.9K shares24.80%2026-03-312026-05-14

IUS INVESCO EXCH TRD SLF IDX FD701.4K shares5.03%2026-03-312026-05-14

DFLV DIMENSIONAL ETF TRUST1.1M shares17.40%2026-03-312026-05-14

EIX EDISON INTL553.4K shares23.13%2026-03-312026-05-14

SMMU PIMCO ETF TR796.2K shares11.96%2026-03-312026-05-14

VBR VANGUARD INDEX FDS184.3K shares5.98%2026-03-312026-05-14

NTSI WISDOMTREE TR907.0K shares1.86%2026-03-312026-05-14

JMST J P MORGAN EXCHANGE TRADED F781.7K shares121.12%2026-03-312026-05-14

Sponsored

FNDF SCHWAB STRATEGIC TR813.5K shares3.99%2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP115.2K shares4.49%2026-03-312026-05-14

XPH SPDR SERIES TRUST726.6K shares363177.50%2026-03-312026-05-14

TRV TRAVELERS COMPANIES INC134.0K shares1.66%2026-03-312026-05-14

UNP UNION PAC CORP161.1K shares3.18%2026-03-312026-05-14

RTX RTX CORPORATION200.0K shares-3.58%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS461.9K shares3.67%2026-03-312026-05-14

DFIS DIMENSIONAL ETF TRUST1.1M shares8.32%2026-03-312026-05-14

Sponsored

BK BANK NEW YORK MELLON CORP320.6K shares-4.17%2026-03-312026-05-14

CMDT PIMCO ETF TR1.2M shares29.98%2026-03-312026-05-14

WFC WELLS FARGO & CO474.6K shares8.67%2026-03-312026-05-14

HYS PIMCO ETF TR403.0K shares61.88%2026-03-312026-05-14

AVUV AMERICAN CENTY ETF TR340.1K shares0.71%2026-03-312026-05-14

ESGU ISHARES TR263.8K shares-4.99%2026-03-312026-05-14

FLQM FRANKLIN TEMPLETON ETF TR667.6K shares-12.57%2026-03-312026-05-14

PNC PNC FINL SVCS GROUP INC174.3K shares53.99%2026-03-312026-05-14

Sponsored

INTC INTEL CORP816.1K shares-14.36%2026-03-312026-05-14

TTC TORO CO384.3K shares3.00%2026-03-312026-05-14

CB CHUBB LTD SWITZ110.0K shares6.11%2026-03-312026-05-14

VBK VANGUARD INDEX FDS118.4K shares2.95%2026-03-312026-05-14

IGEB ISHARES TR791.3K shares0.15%2026-03-312026-05-14

ORCL ORACLE CORP242.2K shares-25.08%2026-03-312026-05-14

SNOW SNOWFLAKE INC235.5K shares-5.77%2026-03-312026-05-14

MS MORGAN STANLEY213.9K shares55.38%2026-03-312026-05-14

Sponsored

ALB ALBEMARLE CORP195.1K shares12.63%2026-03-312026-05-14

FTI TECHNIPFMC PLC506.5K shares20.27%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS531.0K shares-1.99%2026-03-312026-05-14

EMGF ISHARES INC561.6K shares-16.87%2026-03-312026-05-14

ABT ABBOTT LABORATORIES326.0K shares-0.40%2026-03-312026-05-14

MO ALTRIA GROUP INC506.0K shares0.42%2026-03-312026-05-14

XSMO INVESCO EXCHANGE TRADED FD T438.4K shares6.02%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC201.3K shares47.08%2026-03-312026-05-14

Sponsored

DEM WISDOMTREE TR668.3K shares1.42%2026-03-312026-05-14

VNLA JANUS DETROIT STR TR679.5K shares11.60%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC39.2K shares-3.09%2026-03-312026-05-14

FYLD CAMBRIA ETF TR885.2K shares9.30%2026-03-312026-05-14

AEP AMERICAN ELEC PWR CO INC250.2K shares-2.02%2026-03-312026-05-14

WDC WESTERN DIGITAL CORP120.9K shares17.91%2026-03-312026-05-14

SPSM SPDR SERIES TRUST676.3K shares4.41%2026-03-312026-05-14

SPTS SPDR SERIES TRUST1.1M shares-23.06%2026-03-312026-05-14

Sponsored

CBOE CBOE GLOBAL MKTS INC115.1K shares-8.58%2026-03-312026-05-14

XLU SELECT SECTOR SPDR TR697.5K shares-49.59%2026-03-312026-05-14

ALL ALLSTATE CORP153.9K shares-5.76%2026-03-312026-05-14

EPS WISDOMTREE TR465.6K shares7.34%2026-03-312026-05-14

XAR SPDR SERIES TRUST124.6K shares-39.73%2026-03-312026-05-14

JMUB J P MORGAN EXCHANGE TRADED F632.2K shares22.74%2026-03-312026-05-14

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PDBC INVESCO ACTVELY MNGD ETC FD1.8M shares14.82%2026-03-312026-05-14

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UPS UNITED PARCEL SVCS INC312.4K shares5.06%2026-03-312026-05-14

GM GENERAL MTRS CO402.8K shares28.09%2026-03-312026-05-14

NI NISOURCE INC642.7K shares-4.46%2026-03-312026-05-14

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THE CIGNA GROUP THE CIGNA GROUP111.3K shares31.29%2026-03-312026-05-14

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EATON CORP PLC EATON CORP PLC81.3K shares8.39%2026-03-312026-05-14

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ED CONSOLIDATED EDISON INC251.1K shares-2.44%2026-03-312026-05-14

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VB VANGUARD INDEX FDS106.1K shares-6.49%2026-03-312026-05-14

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TIDAL TRUST II TIDAL TRUST II1.1M shares237.27%2026-03-312026-05-14

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Sponsored

MTZ MASTEC INC38.1K shares24.51%2026-03-312026-05-14

MKTX MARKETAXESS HLDGS INC74.0K shares-2.23%2026-03-312026-05-14

DE DEERE & CO21.6K shares-16.99%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO40.1K shares4.70%2026-03-312026-05-14

AVSC AMERICAN CENTY ETF TR194.3K shares6.99%2026-03-312026-05-14

NVS NOVARTIS AG79.1K shares-4.77%2026-03-312026-05-14

DVN DEVON ENERGY CORP NEW240.1K shares-11.69%2026-03-312026-05-14

PHO INVESCO EXCHANGE TRADED FD T180.1K shares28.49%2026-03-312026-05-14

Sponsored

ROST ROSS STORES INC55.4K shares23.01%2026-03-312026-05-14

LOW LOWES COS INC50.7K shares4.14%2026-03-312026-05-14

DJAN FIRST TR EXCHNG TRADED FD VI281.1K shares11.96%2026-03-312026-05-14

VXF VANGUARD INDEX FDS58.0K shares-0.72%2026-03-312026-05-14

SCHV SCHWAB STRATEGIC TR390.6K shares0.84%2026-03-312026-05-14

ULTA ULTA BEAUTY INC22.8K shares23.28%2026-03-312026-05-14

BFRZ INNOVATOR ETFS TRUST446.6K shares316.32%2026-03-312026-05-14

TEM TEMPUS AI INC259.8K shares33.77%2026-03-312026-05-14

Sponsored

EVR EVERCORE INC39.3K shares41.92%2026-03-312026-05-14

BSX BOSTON SCIENTIFIC CORP184.5K shares404.15%2026-03-312026-05-14

HAL HALLIBURTON CO296.6K shares9.32%2026-03-312026-05-14

UTHR UNITED THERAPEUTICS CORP DEL19.4K shares-18.75%2026-03-312026-05-14

VLO VALERO ENERGY CORP46.6K shares6.04%2026-03-312026-05-14

KMX CARMAX INC276.6K shares111.51%2026-03-312026-05-14

PJUL INNOVATOR ETFS TRUST249.5K shares-10.00%2026-03-312026-05-14

EQIX EQUINIX INC11.7K shares81.20%2026-03-312026-05-14

Sponsored

SBUX STARBUCKS CORP127.7K shares-1.48%2026-03-312026-05-14

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC131.7K sharesnew addition2026-03-312026-05-14

TLT ISHARES TR130.8K shares-35.00%2026-03-312026-05-14

MDY STATE STR SPDR S&P MIDCAP 4018.4K shares-1.04%2026-03-312026-05-14

IVV

ISHARES TR

-2.88%

Shares1.4M

Event2026-03-31

Filed2026-05-14

SPYM

SPDR SERIES TRUST

8.65%

Shares11.3M

Event2026-03-31

Filed2026-05-14

IUSB

ISHARES TR

2.46%

Shares17.6M

Event2026-03-31

Filed2026-05-14

SPDW

SPDR INDEX SHS FDS

13.93%

Shares17.7M

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

0.76%

Shares2.7M

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

2.97%

Shares3.5M

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

-0.48%

Shares2.6M

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

0.06%

Shares4.8M

Event2026-03-31

Filed2026-05-14

CORO

BLACKROCK ETF TRUST

New

Shares16.2M

Event2026-03-31

Filed2026-05-14

DYNF

BLACKROCK ETF TRUST

-2.30%

Shares7.8M

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

36.02%

Shares682.9K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

10.78%

Shares1.2M

Event2026-03-31

Filed2026-05-14

SPMO

INVESCO EXCH TRADED FD TR II

20.03%

Shares3.6M

Event2026-03-31

Filed2026-05-14

SPTI

SPDR SERIES TRUST

104.29%

Shares12.8M

Event2026-03-31

Filed2026-05-14

QUAL

ISHARES TR

-15.88%

Shares1.9M

Event2026-03-31

Filed2026-05-14

SPAB

SPDR SERIES TRUST

-23.04%

Shares14.0M

Event2026-03-31

Filed2026-05-14

BOND

PIMCO ETF TR

-9.84%

Shares3.7M

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

5.14%

Shares1.6M

Event2026-03-31

Filed2026-05-14

LGLV

SPDR SERIES TRUST

-1.12%

Shares1.8M

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

1.54%

Shares653.5K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

-4.53%

Shares490.8K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-7.42%

Shares962.8K

Event2026-03-31

Filed2026-05-14

MTUM

ISHARES TR

0.67%

Shares1.1M

Event2026-03-31

Filed2026-05-14

SPYG

SPDR SERIES TRUST

-2.19%

Shares2.8M

Event2026-03-31

Filed2026-05-14

SPTM

SPDR SERIES TRUST

2.55%

Shares3.3M

Event2026-03-31

Filed2026-05-14

BIL

SPDR SERIES TRUST

6.46%

Shares2.6M

Event2026-03-31

Filed2026-05-14

SPYV

SPDR SERIES TRUST

1.88%

Shares4.2M

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

-42.93%

Shares3.2M

Event2026-03-31

Filed2026-05-14

EFV

ISHARES TR

-44.94%

Shares3.0M

Event2026-03-31

Filed2026-05-14

TOTL

SSGA ACTIVE ETF TR

15.08%

Shares5.5M

Event2026-03-31

Filed2026-05-14

SCHG

SCHWAB STRATEGIC TR

-3.40%

Shares7.2M

Event2026-03-31

Filed2026-05-14

BROADCOM INC

2.51%

Shares667.2K

Event2026-03-31

Filed2026-05-14

BILS

SPDR SERIES TRUST

-1.85%

Shares2.0M

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

2.53%

Shares394.6K

Event2026-03-31

Filed2026-05-14

BAI

BLACKROCK ETF TRUST

9.57%

Shares5.6M

Event2026-03-31

Filed2026-05-14

MBB

ISHARES TR

0.89%

Shares1.9M

Event2026-03-31

Filed2026-05-14

FBND

FIDELITY MERRIMACK STR TR

18.22%

Shares3.9M

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

14.93%

Shares1.4M

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

-2.19%

Shares1.0M

Event2026-03-31

Filed2026-05-14

BUFR

FIRST TR EXCHNG TRADED FD VI

3.55%

Shares5.1M

Event2026-03-31

Filed2026-05-14

GOVT

ISHARES TR

604.66%

Shares7.5M

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

5.39%

Shares692.3K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

-0.67%

Shares854.1K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

2.63%

Shares550.2K

Event2026-03-31

Filed2026-05-14

MINT

PIMCO ETF TR

-4.29%

Shares1.6M

Event2026-03-31

Filed2026-05-14

ULST

SSGA ACTIVE ETF TR

3.87%

Shares3.9M

Event2026-03-31

Filed2026-05-14

TLH

ISHARES TR

-2.06%

Shares1.6M

Event2026-03-31

Filed2026-05-14

PVAL

PUTNAM ETF TRUST

2.88%

Shares3.3M

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

6.10%

Shares413.3K

Event2026-03-31

Filed2026-05-14

JIRE

J P MORGAN EXCHANGE TRADED F

12.11%

Shares1.9M

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

-13.37%

Shares329.3K

Event2026-03-31

Filed2026-05-14

SPEM

SPDR INDEX SHS FDS

22.46%

Shares3.0M

Event2026-03-31

Filed2026-05-14

META

META PLATFORMS INC

-3.24%

Shares244.6K

Event2026-03-31

Filed2026-05-14

IDEF

BLACKROCK ETF TRUST

New

Shares4.3M

Event2026-03-31

Filed2026-05-14

BLCR

BLACKROCK ETF TRUST

New

Shares3.4M

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

-25.64%

Shares1.0M

Event2026-03-31

Filed2026-05-14

SPMD

SPDR SERIES TRUST

-36.96%

Shares2.3M

Event2026-03-31

Filed2026-05-14

ALPHABET INC

3.98%

Shares464.3K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

4.53%

Shares144.1K

Event2026-03-31

Filed2026-05-14

PYLD

PIMCO ETF TR

18.65%

Shares5.0M

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-2.84%

Shares214.5K

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

-26.35%

Shares4.1M

Event2026-03-31

Filed2026-05-14

MERCK & CO INC

-0.64%

Shares1.0M

Event2026-03-31

Filed2026-05-14

FBCG

FIDELITY COVINGTON TRUST

125.52%

Shares2.4M

Event2026-03-31

Filed2026-05-14

AVDE

AMERICAN CENTY ETF TR

22.97%

Shares1.4M

Event2026-03-31

Filed2026-05-14

SPIP

SPDR SERIES TRUST

12.16%

Shares4.6M

Event2026-03-31

Filed2026-05-14

JGRO

J P MORGAN EXCHANGE TRADED F

-3.25%

Shares1.4M

Event2026-03-31

Filed2026-05-14

THRO

BLACKROCK ETF TRUST

0.13%

Shares3.3M

Event2026-03-31

Filed2026-05-14

HEGD

LISTED FDS TR

17.85%

Shares4.6M

Event2026-03-31

Filed2026-05-14

IAGG

ISHARES TR

3.57%

Shares2.3M

Event2026-03-31

Filed2026-05-14

SCHZ

SCHWAB STRATEGIC TR

19.07%

Shares4.8M

Event2026-03-31

Filed2026-05-14

CORP

PIMCO ETF TR

2.66%

Shares1.1M

Event2026-03-31

Filed2026-05-14

RSSB

TIDAL TRUST II

5.82%

Shares4.0M

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

9.39%

Shares750.3K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

0.96%

Shares464.4K

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

-3.35%

Shares1.3M

Event2026-03-31

Filed2026-05-14

CGDV

CAPITAL GROUP DIVIDEND VALUE

17.14%

Shares2.3M

Event2026-03-31

Filed2026-05-14

RAAX

VANECK ETF TRUST

1027.35%

Shares2.4M

Event2026-03-31

Filed2026-05-14

DHS

WISDOMTREE TR

0.33%

Shares862.0K

Event2026-03-31

Filed2026-05-14

BINC

BLACKROCK ETF TRUST II

-8.94%

Shares1.8M

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

10.97%

Shares130.2K

Event2026-03-31

Filed2026-05-14

SIMPLIFY EXCHANGE TRADED FUN

New

Shares3.4M

Event2026-03-31

Filed2026-05-14

VCSH

VANGUARD SCOTTSDALE FDS

11.35%

Shares1.1M

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

8.13%

Shares261.9K

Event2026-03-31

Filed2026-05-14

GLDM

WORLD GOLD TR

-0.94%

Shares922.7K

Event2026-03-31

Filed2026-05-14

LDUR

PIMCO ETF TR

-5.12%

Shares891.8K

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

16.92%

Shares298.0K

Event2026-03-31

Filed2026-05-14

QQQM

INVESCO EXCH TRADED FD TR II

4.79%

Shares354.1K

Event2026-03-31

Filed2026-05-14

GTO

INVESCO ACTIVELY MANAGED EXC

-13.31%

Shares1.8M

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

10.87%

Shares398.9K

Event2026-03-31

Filed2026-05-14

DBND

DOUBLELINE ETF TRUST

10.67%

Shares1.8M

Event2026-03-31

Filed2026-05-14

XLE

SELECT SECTOR SPDR TR

19.15%

Shares1.3M

Event2026-03-31

Filed2026-05-14

VISA INC

5.62%

Shares269.7K

Event2026-03-31

Filed2026-05-14

JPST

J P MORGAN EXCHANGE TRADED F

43.74%

Shares1.6M

Event2026-03-31

Filed2026-05-14

CGGR

CAPITAL GROUP GROWTH ETF

-11.23%

Shares2.0M

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

12.61%

Shares80.7K

Event2026-03-31

Filed2026-05-14

MUB

ISHARES TR

9.26%

Shares751.6K

Event2026-03-31

Filed2026-05-14

SCHF

SCHWAB STRATEGIC TR

9.69%

Shares3.2M

Event2026-03-31

Filed2026-05-14

SPTL

SPDR SERIES TRUST

7.87%

Shares3.0M

Event2026-03-31

Filed2026-05-14

SGOV

ISHARES TR

126.20%

Shares774.5K

Event2026-03-31

Filed2026-05-14

TAXF

AMERICAN CENTY ETF TR

11.74%

Shares1.6M

Event2026-03-31

Filed2026-05-14

JEPI

J P MORGAN EXCHANGE TRADED F

-17.13%

Shares1.4M

Event2026-03-31

Filed2026-05-14

QHY

WISDOMTREE TR

2.61%

Shares1.7M

Event2026-03-31

Filed2026-05-14

CGBL

CAPITAL GROUP CORE BALANCED

2.84%

Shares2.2M

Event2026-03-31

Filed2026-05-14

BMY

BRISTOL-MYERS SQUIBB CO

2.29%

Shares1.3M

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS

41.13%

Shares311.3K

Event2026-03-31

Filed2026-05-14

USHY

ISHARES TR

22.86%

Shares2.0M

Event2026-03-31

Filed2026-05-14

MICRON TECHNOLOGY INC

11.38%

Shares219.4K

Event2026-03-31

Filed2026-05-14

NTSX

WISDOMTREE TR

2.31%

Shares1.4M

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

-1.83%

Shares1.5M

Event2026-03-31

Filed2026-05-14

JVAL

J P MORGAN EXCHANGE TRADED F

87.31%

Shares1.5M

Event2026-03-31

Filed2026-05-14

JBND

J P MORGAN EXCHANGE TRADED F

12.32%

Shares1.3M

Event2026-03-31

Filed2026-05-14

XLC

SELECT SECTOR SPDR TR

19.24%

Shares639.4K

Event2026-03-31

Filed2026-05-14

PLTR

PALANTIR TECHNOLOGIES INC

-1.77%

Shares483.2K

Event2026-03-31

Filed2026-05-14

VEU

VANGUARD INTL EQUITY INDEX F

6.92%

Shares937.6K

Event2026-03-31

Filed2026-05-14

JMEE

J P MORGAN EXCHANGE TRADED F

9.91%

Shares1.1M

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES TR

-8.57%

Shares489.7K

Event2026-03-31

Filed2026-05-14

BAC

BANK AMERICA CORP

1.77%

Shares1.4M

Event2026-03-31

Filed2026-05-14

USMV

ISHARES TR

-7.83%

Shares733.4K

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

-60.78%

Shares766.4K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

-22.52%

Shares736.1K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

1.89%

Shares206.7K

Event2026-03-31

Filed2026-05-14

AT&T INC

-2.09%

Shares2.3M

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

-18.94%

Shares417.1K

Event2026-03-31

Filed2026-05-14

RDVY

FIRST TR EXCHANGE TRADED FD

-3.23%

Shares939.5K

Event2026-03-31

Filed2026-05-14

RSST

TIDAL TRUST II

2.91%

Shares2.3M

Event2026-03-31

Filed2026-05-14

VYMI

VANGUARD WHITEHALL FDS

8.73%

Shares673.2K

Event2026-03-31

Filed2026-05-14

DFEM

DIMENSIONAL ETF TRUST

9.10%

Shares1.8M

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

-11.72%

Shares635.2K

Event2026-03-31

Filed2026-05-14

XSW

SPDR SERIES TRUST

New

Shares442.3K

Event2026-03-31

Filed2026-05-14

PMBS

PIMCO ETF TR

140.22%

Shares1.3M

Event2026-03-31

Filed2026-05-14

TJX

TJX COS INC NEW

5.02%

Shares391.3K

Event2026-03-31

Filed2026-05-14

SPEU

SPDR INDEX SHS FDS

-50.32%

Shares1.2M

Event2026-03-31

Filed2026-05-14

FELC

FIDELITY COVINGTON TRUST

21.29%

Shares1.7M

Event2026-03-31

Filed2026-05-14

GSST

GOLDMAN SACHS ETF TR

-2.39%

Shares1.2M

Event2026-03-31

Filed2026-05-14

MOAT

VANECK ETF TRUST

-3.35%

Shares624.9K

Event2026-03-31

Filed2026-05-14

FMUB

FIDELITY MERRIMACK STR TR

16.88%

Shares1.2M

Event2026-03-31

Filed2026-05-14

DIVI

FRANKLIN TEMPLETON ETF TR

21.39%

Shares1.5M

Event2026-03-31

Filed2026-05-14

TCHP

T ROWE PRICE ETF INC

2627.21%

Shares1.4M

Event2026-03-31

Filed2026-05-14

LMT

LOCKHEED MARTIN CORP

4.65%

Shares98.3K

Event2026-03-31

Filed2026-05-14

PFE

PFIZER INC

29.92%

Shares2.1M

Event2026-03-31

Filed2026-05-14

AVEM

AMERICAN CENTY ETF TR

21.97%

Shares733.3K

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC.

29.13%

Shares606.3K

Event2026-03-31

Filed2026-05-14

IUSV

ISHARES TR

-7.20%

Shares568.9K

Event2026-03-31

Filed2026-05-14

DFIV

DIMENSIONAL ETF TRUST

11.60%

Shares1.1M

Event2026-03-31

Filed2026-05-14

AGGY

WISDOMTREE TR

3.94%

Shares1.3M

Event2026-03-31

Filed2026-05-14

AMGN

AMGEN INC

-3.73%

Shares157.7K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

1.09%

Shares728.9K

Event2026-03-31

Filed2026-05-14

SPMB

SPDR SERIES TRUST

3.34%

Shares2.4M

Event2026-03-31

Filed2026-05-14

VOE

VANGUARD INDEX FDS

6.82%

Shares290.9K

Event2026-03-31

Filed2026-05-14

MUNI

PIMCO ETF TR

7.67%

Shares993.5K

Event2026-03-31

Filed2026-05-14

REGN

REGENERON PHARMACEUTICALS

9.63%

Shares66.4K

Event2026-03-31

Filed2026-05-14

JEPQ

J P MORGAN EXCHANGE TRADED F

11.38%

Shares917.5K

Event2026-03-31

Filed2026-05-14

UNH

UNITEDHEALTH GROUP INC

16.14%

Shares184.5K

Event2026-03-31

Filed2026-05-14

OEF

ISHARES TR

-86.91%

Shares155.9K

Event2026-03-31

Filed2026-05-14

IWF

ISHARES TR

-11.37%

Shares115.7K

Event2026-03-31

Filed2026-05-14

FIX

COMFORT SYS USA INC

16.42%

Shares35.3K

Event2026-03-31

Filed2026-05-14

AMD

ADVANCED MICRO DEVICES INC

0.54%

Shares235.3K

Event2026-03-31

Filed2026-05-14

LVHI

LEGG MASON ETF INVT

21.28%

Shares1.2M

Event2026-03-31

Filed2026-05-14

LAM RESEARCH CORP

69.17%

Shares221.6K

Event2026-03-31

Filed2026-05-14

BNDX

VANGUARD CHARLOTTE FDS

18.06%

Shares979.4K

Event2026-03-31

Filed2026-05-14

XTL

SPDR SERIES TRUST

12.86%

Shares250.1K

Event2026-03-31

Filed2026-05-14

IGIB

ISHARES TR

-7.38%

Shares875.0K

Event2026-03-31

Filed2026-05-14

DGRW

WISDOMTREE TR

-2.18%

Shares527.3K

Event2026-03-31

Filed2026-05-14

GILD

GILEAD SCIENCES INC

-6.43%

Shares332.1K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

-3.99%

Shares660.9K

Event2026-03-31

Filed2026-05-14

FTGS

FIRST TR EXCHANGE-TRADED FD

-0.08%

Shares1.3M

Event2026-03-31

Filed2026-05-14

QYLD

GLOBAL X FDS

0.58%

Shares2.6M

Event2026-03-31

Filed2026-05-14

JSCP

J P MORGAN EXCHANGE TRADED F

3.35%

Shares927.4K

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

3.02%

Shares85.8K

Event2026-03-31

Filed2026-05-14

DFAE

DIMENSIONAL ETF TRUST

1.43%

Shares1.3M

Event2026-03-31

Filed2026-05-14

SCHB

SCHWAB STRATEGIC TR

2.69%

Shares1.7M

Event2026-03-31

Filed2026-05-14

FDX

FEDEX CORP

10.37%

Shares119.2K

Event2026-03-31

Filed2026-05-14

BOEING CO

12.56%

Shares212.0K

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

30.79%

Shares47.7K

Event2026-03-31

Filed2026-05-14

PCG

PG&E CORP

28.30%

Shares2.4M

Event2026-03-31

Filed2026-05-14

VLUE

ISHARES TR

24.80%

Shares289.9K

Event2026-03-31

Filed2026-05-14

IUS

INVESCO EXCH TRD SLF IDX FD

5.03%

Shares701.4K

Event2026-03-31

Filed2026-05-14

DFLV

DIMENSIONAL ETF TRUST

17.40%

Shares1.1M

Event2026-03-31

Filed2026-05-14

EIX

EDISON INTL

23.13%

Shares553.4K

Event2026-03-31

Filed2026-05-14

SMMU

PIMCO ETF TR

11.96%

Shares796.2K

Event2026-03-31

Filed2026-05-14

VBR

VANGUARD INDEX FDS

5.98%

Shares184.3K

Event2026-03-31

Filed2026-05-14

NTSI

WISDOMTREE TR

1.86%

Shares907.0K

Event2026-03-31

Filed2026-05-14

JMST

J P MORGAN EXCHANGE TRADED F

121.12%

Shares781.7K

Event2026-03-31

Filed2026-05-14

FNDF

SCHWAB STRATEGIC TR

3.99%

Shares813.5K

Event2026-03-31

Filed2026-05-14

GENERAL DYNAMICS CORP

4.49%

Shares115.2K

Event2026-03-31

Filed2026-05-14

XPH

SPDR SERIES TRUST

363177.50%

Shares726.6K

Event2026-03-31

Filed2026-05-14

TRV

TRAVELERS COMPANIES INC

1.66%

Shares134.0K

Event2026-03-31

Filed2026-05-14

UNP

UNION PAC CORP

3.18%

Shares161.1K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

-3.58%

Shares200.0K

Event2026-03-31

Filed2026-05-14

VCIT

VANGUARD SCOTTSDALE FDS

3.67%

Shares461.9K

Event2026-03-31

Filed2026-05-14

DFIS

DIMENSIONAL ETF TRUST

8.32%

Shares1.1M

Event2026-03-31

Filed2026-05-14

BANK NEW YORK MELLON CORP

-4.17%

Shares320.6K

Event2026-03-31

Filed2026-05-14

CMDT

PIMCO ETF TR

29.98%

Shares1.2M

Event2026-03-31

Filed2026-05-14

WFC

WELLS FARGO & CO

8.67%

Shares474.6K

Event2026-03-31

Filed2026-05-14

HYS

PIMCO ETF TR

61.88%

Shares403.0K

Event2026-03-31

Filed2026-05-14

AVUV

AMERICAN CENTY ETF TR

0.71%

Shares340.1K

Event2026-03-31

Filed2026-05-14

ESGU

ISHARES TR

-4.99%

Shares263.8K

Event2026-03-31

Filed2026-05-14

FLQM

FRANKLIN TEMPLETON ETF TR

-12.57%

Shares667.6K

Event2026-03-31

Filed2026-05-14

PNC

PNC FINL SVCS GROUP INC

53.99%

Shares174.3K

Event2026-03-31

Filed2026-05-14

INTC

INTEL CORP

-14.36%

Shares816.1K

Event2026-03-31

Filed2026-05-14

TTC

TORO CO

3.00%

Shares384.3K

Event2026-03-31

Filed2026-05-14

CHUBB LTD SWITZ

6.11%

Shares110.0K

Event2026-03-31

Filed2026-05-14

VBK

VANGUARD INDEX FDS

2.95%

Shares118.4K

Event2026-03-31

Filed2026-05-14

IGEB

ISHARES TR

0.15%

Shares791.3K

Event2026-03-31

Filed2026-05-14

ORCL

ORACLE CORP

-25.08%

Shares242.2K

Event2026-03-31

Filed2026-05-14

SNOW

SNOWFLAKE INC

-5.77%

Shares235.5K

Event2026-03-31

Filed2026-05-14

MORGAN STANLEY

55.38%

Shares213.9K

Event2026-03-31

Filed2026-05-14

ALB

ALBEMARLE CORP

12.63%

Shares195.1K

Event2026-03-31

Filed2026-05-14

FTI

TECHNIPFMC PLC

20.27%

Shares506.5K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

-1.99%

Shares531.0K

Event2026-03-31

Filed2026-05-14

EMGF

ISHARES INC

-16.87%

Shares561.6K

Event2026-03-31

Filed2026-05-14

ABT

ABBOTT LABORATORIES

-0.40%

Shares326.0K

Event2026-03-31

Filed2026-05-14

ALTRIA GROUP INC

0.42%

Shares506.0K

Event2026-03-31

Filed2026-05-14

XSMO

INVESCO EXCHANGE TRADED FD T

6.02%

Shares438.4K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

47.08%

Shares201.3K

Event2026-03-31

Filed2026-05-14

DEM

WISDOMTREE TR

1.42%

Shares668.3K

Event2026-03-31

Filed2026-05-14

VNLA

JANUS DETROIT STR TR

11.60%

Shares679.5K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

-3.09%

Shares39.2K

Event2026-03-31

Filed2026-05-14

FYLD

CAMBRIA ETF TR

9.30%

Shares885.2K

Event2026-03-31

Filed2026-05-14

AEP

AMERICAN ELEC PWR CO INC

-2.02%

Shares250.2K

Event2026-03-31

Filed2026-05-14

WDC

WESTERN DIGITAL CORP

17.91%

Shares120.9K

Event2026-03-31

Filed2026-05-14

SPSM

SPDR SERIES TRUST

4.41%

Shares676.3K

Event2026-03-31

Filed2026-05-14

SPTS

SPDR SERIES TRUST

-23.06%

Shares1.1M

Event2026-03-31

Filed2026-05-14

CBOE

CBOE GLOBAL MKTS INC

-8.58%

Shares115.1K

Event2026-03-31

Filed2026-05-14

XLU

SELECT SECTOR SPDR TR

-49.59%

Shares697.5K

Event2026-03-31

Filed2026-05-14

ALL

ALLSTATE CORP

-5.76%

Shares153.9K

Event2026-03-31

Filed2026-05-14

EPS

WISDOMTREE TR

7.34%

Shares465.6K

Event2026-03-31

Filed2026-05-14

XAR

SPDR SERIES TRUST

-39.73%

Shares124.6K

Event2026-03-31

Filed2026-05-14

JMUB

J P MORGAN EXCHANGE TRADED F

22.74%

Shares632.2K

Event2026-03-31

Filed2026-05-14

VOT

VANGUARD INDEX FDS

-8.29%

Shares121.0K

Event2026-03-31

Filed2026-05-14

PDBC

INVESCO ACTVELY MNGD ETC FD

14.82%

Shares1.8M

Event2026-03-31

Filed2026-05-14

CGMS

CAPITAL GRP FIXED INCM ETF T

18.42%

Shares1.1M

Event2026-03-31

Filed2026-05-14

UPS

UNITED PARCEL SVCS INC

5.06%

Shares312.4K

Event2026-03-31

Filed2026-05-14

GENERAL MTRS CO

28.09%

Shares402.8K

Event2026-03-31

Filed2026-05-14

NISOURCE INC

-4.46%

Shares642.7K

Event2026-03-31

Filed2026-05-14

ACCENTURE PLC IRELAND

-20.60%

Shares150.9K

Event2026-03-31

Filed2026-05-14

CIBR

FIRST TR EXCHANGE-TRADED FD

-34.73%

Shares477.1K

Event2026-03-31

Filed2026-05-14

THE CIGNA GROUP

31.29%

Shares111.3K

Event2026-03-31

Filed2026-05-14

IDMO

INVESCO EXCH TRADED FD TR II

13.88%

Shares538.9K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

6.17%

Shares152.0K

Event2026-03-31

Filed2026-05-14

EATON CORP PLC

8.39%

Shares81.3K

Event2026-03-31

Filed2026-05-14

PCAR

PACCAR INC

-4.16%

Shares249.0K

Event2026-03-31

Filed2026-05-14

AMAT

APPLIED MATLS INC

-1.53%

Shares83.8K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

-18.62%

Shares92.0K

Event2026-03-31

Filed2026-05-14

GSY

INVESCO ACTIVELY MANAGED EXC

9.14%

Shares569.8K

Event2026-03-31

Filed2026-05-14

CONSOLIDATED EDISON INC

-2.44%

Shares251.1K

Event2026-03-31

Filed2026-05-14

ABNB

AIRBNB INC

26.70%

Shares224.7K

Event2026-03-31

Filed2026-05-14

CMCSA

COMCAST CORP NEW

14.02%

Shares988.0K

Event2026-03-31

Filed2026-05-14

NOW

SERVICENOW INC

109.82%

Shares265.9K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-6.49%

Shares106.1K

Event2026-03-31

Filed2026-05-14

XMMO

INVESCO EXCHANGE TRADED FD T

-30.00%

Shares191.0K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

2.32%

Shares128.1K

Event2026-03-31

Filed2026-05-14

DUKE ENERGY CORP NEW

-2.26%

Shares209.6K

Event2026-03-31

Filed2026-05-14

JCPB

J P MORGAN EXCHANGE TRADED F

34.74%

Shares582.4K

Event2026-03-31

Filed2026-05-14

CRWD

CROWDSTRIKE HLDGS INC

-2.98%

Shares69.9K

Event2026-03-31

Filed2026-05-14

ARISTA NETWORKS INC

-3.96%

Shares222.3K

Event2026-03-31

Filed2026-05-14

DIVO

AMPLIFY ETF TR

10.02%

Shares602.7K

Event2026-03-31

Filed2026-05-14

SNDK

SANDISK CORP

-36.47%

Shares42.4K

Event2026-03-31

Filed2026-05-14

WASTE MGMT INC DEL

-5.87%

Shares115.9K

Event2026-03-31

Filed2026-05-14

APH

AMPHENOL CORP

8.04%

Shares208.1K

Event2026-03-31

Filed2026-05-14

BKNG

BOOKING HOLDINGS INC

33.12%

Shares6.2K

Event2026-03-31

Filed2026-05-14

TIDAL TRUST II

237.27%

Shares1.1M

Event2026-03-31

Filed2026-05-14

GRNY

TIDAL TRUST I

18.72%

Shares1.1M

Event2026-03-31

Filed2026-05-14

WCMI

FIRST TR EXCHANGE-TRADED FD

13.76%

Shares1.5M

Event2026-03-31

Filed2026-05-14

CRM

SALESFORCE INC

-0.46%

Shares137.9K

Event2026-03-31

Filed2026-05-14

GLOW

VICTORY PORTFOLIOS II

8.62%

Shares850.4K

Event2026-03-31

Filed2026-05-14

CNC

CENTENE CORP DEL

-2.89%

Shares781.7K

Event2026-03-31

Filed2026-05-14

EAGG

ISHARES TR

8.39%

Shares532.0K

Event2026-03-31

Filed2026-05-14

ISRG

INTUITIVE SURGICAL INC

10.32%

Shares54.6K

Event2026-03-31

Filed2026-05-14

XLF

SELECT SECTOR SPDR TR

36.65%

Shares508.8K

Event2026-03-31

Filed2026-05-14

JBHT

HUNT J B TRANS SVCS INC

21.15%

Shares118.4K

Event2026-03-31

Filed2026-05-14

BALT

INNOVATOR ETFS TRUST

-5.26%

Shares745.8K

Event2026-03-31

Filed2026-05-14

PSX

PHILLIPS 66

2.73%

Shares136.7K

Event2026-03-31

Filed2026-05-14

UBER

UBER TECHNOLOGIES INC

14.22%

Shares345.9K

Event2026-03-31

Filed2026-05-14

SSUS

STRATEGY SHS

-20.39%

Shares532.3K

Event2026-03-31

Filed2026-05-14

SCI

SERVICE CORP INTL

-4.15%

Shares301.2K

Event2026-03-31

Filed2026-05-14

NEM

NEWMONT CORP

13.09%

Shares229.5K

Event2026-03-31

Filed2026-05-14

MINO

PIMCO ETF TR

1.85%

Shares544.6K

Event2026-03-31

Filed2026-05-14

IWD

ISHARES TR

1.71%

Shares115.0K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.68%

Shares85.4K

Event2026-03-31

Filed2026-05-14

CTRA

COTERRA ENERGY INC

-2.34%

Shares695.3K

Event2026-03-31

Filed2026-05-14

KMI

KINDER MORGAN INC DEL

9.51%

Shares727.0K

Event2026-03-31

Filed2026-05-14

XLB

SELECT SECTOR SPDR TR

21.99%

Shares486.7K

Event2026-03-31

Filed2026-05-14

QCOM

QUALCOMM INC

-8.56%

Shares188.5K

Event2026-03-31

Filed2026-05-14

NEE

NEXTERA ENERGY INC

1.18%

Shares261.2K

Event2026-03-31

Filed2026-05-14

LMBS

FIRST TR EXCHANGE-TRADED FD

23.90%

Shares483.1K

Event2026-03-31

Filed2026-05-14

XLRE

SELECT SECTOR SPDR TR

11.18%

Shares588.1K

Event2026-03-31

Filed2026-05-14

VRT

VERTIV HOLDINGS CO

32.87%

Shares95.6K

Event2026-03-31

Filed2026-05-14

CRWV

COREWEAVE INC

-0.13%

Shares307.6K

Event2026-03-31

Filed2026-05-14

BUFZ

FIRST TR EXCHNG TRADED FD VI

3.78%

Shares906.0K

Event2026-03-31

Filed2026-05-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

-2.94%

Shares33

Event2026-03-31

Filed2026-05-14

ACGL

ARCH CAP GROUP LTD

-8.18%

Shares246.2K

Event2026-03-31

Filed2026-05-14

CITIGROUP INC

11.78%

Shares208.3K

Event2026-03-31

Filed2026-05-14

PAVE

GLOBAL X FDS

17.01%

Shares460.5K

Event2026-03-31

Filed2026-05-14

MMC

MARSH & MCLENNAN COS INC

109.46%

Shares134.8K

Event2026-03-31

Filed2026-05-14

SPSB

SPDR SERIES TRUST

9.77%

Shares774.9K

Event2026-03-31

Filed2026-05-14

WPC

WP CAREY INC

-3.21%

Shares342.8K

Event2026-03-31

Filed2026-05-14

EVRG

EVERGY INC

-2.71%

Shares280.0K

Event2026-03-31

Filed2026-05-14

BOXX

EA SERIES TRUST

-12.59%

Shares196.3K

Event2026-03-31

Filed2026-05-14

XLV

SELECT SECTOR SPDR TR

26.47%

Shares154.8K

Event2026-03-31

Filed2026-05-14

MCK

MCKESSON CORP

2.68%

Shares26.2K

Event2026-03-31

Filed2026-05-14

CGUS

CAPITAL GROUP CORE EQUITY ET

-2.26%

Shares588.6K

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRS INC

-5.46%

Shares115.3K

Event2026-03-31

Filed2026-05-14

VTEB

VANGUARD MUN BD FDS

0.29%

Shares448.1K

Event2026-03-31

Filed2026-05-14

VMI

VALMONT INDS INC

-1.03%

Shares55.9K

Event2026-03-31

Filed2026-05-14

XLY

SELECT SECTOR SPDR TR

24.88%

Shares204.4K

Event2026-03-31

Filed2026-05-14

JACOBS SOLUTIONS INC

-2.74%

Shares174.3K

Event2026-03-31

Filed2026-05-14

ANTERO RESOURCES CORP

7.10%

Shares519.8K

Event2026-03-31

Filed2026-05-14

INVESCO EXCH TRADED FD TR II

9.38%

Shares301.3K

Event2026-03-31

Filed2026-05-14

DFSV

DIMENSIONAL ETF TRUST

12.78%

Shares620.9K

Event2026-03-31

Filed2026-05-14

CDC

VICTORY PORTFOLIOS II

-0.50%

Shares303.5K

Event2026-03-31

Filed2026-05-14

DHR

DANAHER CORP DEL

100.02%

Shares114.1K

Event2026-03-31

Filed2026-05-14

ICSH

ISHARES TR

-3.08%

Shares425.9K

Event2026-03-31

Filed2026-05-14

ACWI

ISHARES TR

34.76%

Shares155.4K

Event2026-03-31

Filed2026-05-14

ADBE

ADOBE INC

14.25%

Shares88.1K

Event2026-03-31

Filed2026-05-14

FSEP

FIRST TR EXCHNG TRADED FD VI

-6.01%

Shares425.1K

Event2026-03-31

Filed2026-05-14

MEDTRONIC PLC

-25.79%

Shares244.1K

Event2026-03-31

Filed2026-05-14

OXY

OCCIDENTAL PETE CORP

49.83%

Shares323.2K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

-1.40%

Shares83.8K

Event2026-03-31

Filed2026-05-14

BUFD

FIRST TR EXCHNG TRADED FD VI

5.36%

Shares737.0K

Event2026-03-31

Filed2026-05-14

PANW

PALO ALTO NETWORKS INC

-23.47%

Shares127.5K

Event2026-03-31

Filed2026-05-14

DAL

DELTA AIR LINES INC

28.39%

Shares306.5K

Event2026-03-31

Filed2026-05-14

FCX

FREEPORT MCMORAN INC

24.12%

Shares344.2K

Event2026-03-31

Filed2026-05-14

COWZ

PACER FDS TR

-0.11%

Shares322.9K

Event2026-03-31

Filed2026-05-14

MSTR

STRATEGY INC

550.76%

Shares161.8K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

-3.57%

Shares161.0K

Event2026-03-31

Filed2026-05-14

IGE

ISHARES TR

15.89%

Shares317.3K

Event2026-03-31

Filed2026-05-14

ARM

ARM HOLDINGS PLC

0.97%

Shares131.7K

Event2026-03-31

Filed2026-05-14

ETFS GOLD TR

9.05%

Shares445.7K

Event2026-03-31

Filed2026-05-14

XTRE

BONDBLOXX ETF TRUST

8.69%

Shares400.9K

Event2026-03-31

Filed2026-05-14

HEQT

SIMPLIFY EXCHANGE TRADED FUN

4.02%

Shares629.6K

Event2026-03-31

Filed2026-05-14

ACWX

ISHARES TR

3.71%

Shares289.4K

Event2026-03-31

Filed2026-05-14

FTHI

FIRST TR EXCHANGE TRADED FD

30.75%

Shares861.4K

Event2026-03-31

Filed2026-05-14

XLI

SELECT SECTOR SPDR TR

63.96%

Shares122.0K

Event2026-03-31

Filed2026-05-14

MRNA

MODERNA INC

-0.61%

Shares386.9K

Event2026-03-31

Filed2026-05-14

GIS

GENERAL MILLS INC

29.39%

Shares527.8K

Event2026-03-31

Filed2026-05-14

INTF

ISHARES TR

-26.53%

Shares502.7K

Event2026-03-31

Filed2026-05-14

BKGI

BNY MELLON ETF TRUST

37.86%

Shares436.0K

Event2026-03-31

Filed2026-05-14

SJM

SMUCKER J M CO

-5.27%

Shares201.3K

Event2026-03-31

Filed2026-05-14

VGIT

VANGUARD SCOTTSDALE FDS

6.31%

Shares325.4K

Event2026-03-31

Filed2026-05-14

EALT

INNOVATOR ETFS TRUST

13.81%

Shares572.6K

Event2026-03-31

Filed2026-05-14

BBUS

J P MORGAN EXCHANGE TRADED F

10.75%

Shares164.1K

Event2026-03-31

Filed2026-05-14

CMI

CUMMINS INC

17.59%

Shares35.7K

Event2026-03-31

Filed2026-05-14

MARVELL TECHNOLOGY INC

-17.02%

Shares193.1K

Event2026-03-31

Filed2026-05-14

EMXC

ISHARES INC

-14.66%

Shares242.7K

Event2026-03-31

Filed2026-05-14

INCY

INCYTE CORP

-1.48%

Shares202.8K

Event2026-03-31

Filed2026-05-14

TER

TERADYNE INC

77.19%

Shares64.2K

Event2026-03-31

Filed2026-05-14

SUSC

ISHARES TR

22.93%

Shares818.8K

Event2026-03-31

Filed2026-05-14

TAXX

BONDBLOXX ETF TRUST

5.78%

Shares372.7K

Event2026-03-31

Filed2026-05-14

EVEREST GROUP LTD

-20.62%

Shares57.6K

Event2026-03-31

Filed2026-05-14

TPR

TAPESTRY INC

-2.20%

Shares133.4K

Event2026-03-31

Filed2026-05-14

DFGR

DIMENSIONAL ETF TRUST

21.55%

Shares705.9K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

3.38%

Shares191.6K

Event2026-03-31

Filed2026-05-14

KMB

KIMBERLY-CLARK CORP

9.29%

Shares192.8K

Event2026-03-31

Filed2026-05-14

WRB

BERKLEY W R CORP

-4.75%

Shares280.1K

Event2026-03-31

Filed2026-05-14

SYSB

ISHARES TR

21.01%

Shares206.7K

Event2026-03-31

Filed2026-05-14

SDG

ISHARES TR

0.75%

Shares218.4K

Event2026-03-31

Filed2026-05-14

KHC

KRAFT HEINZ CO

5.64%

Shares811.9K

Event2026-03-31

Filed2026-05-14

EME

EMCOR GROUP INC

66.15%

Shares24.6K

Event2026-03-31

Filed2026-05-14

HON

HONEYWELL INTL INC

54.21%

Shares80.4K

Event2026-03-31

Filed2026-05-14

SPHY

SPDR SERIES TRUST

-37.43%

Shares778.8K

Event2026-03-31

Filed2026-05-14

MAA

MID-AMER APT CMNTYS INC

11.09%

Shares147.1K

Event2026-03-31

Filed2026-05-14

SPGI

S&P GLOBAL INC

213.84%

Shares42.1K

Event2026-03-31

Filed2026-05-14

DOLLAR GEN CORP

25.43%

Shares150.4K

Event2026-03-31

Filed2026-05-14

LCTU

BLACKROCK ETF TRUST

-5.26%

Shares254.1K

Event2026-03-31

Filed2026-05-14

SPIB

SPDR SERIES TRUST

-5.97%

Shares530.6K

Event2026-03-31

Filed2026-05-14

ALGN

ALIGN TECHNOLOGY INC

-0.31%

Shares103.5K

Event2026-03-31

Filed2026-05-14

SDVY

FIRST TR EXCHANGE TRADED FD

0.30%

Shares449.8K

Event2026-03-31

Filed2026-05-14

VCLT

VANGUARD SCOTTSDALE FDS

7.02%

Shares235.8K

Event2026-03-31

Filed2026-05-14

JAVA

J P MORGAN EXCHANGE TRADED F

-6.08%

Shares245.0K

Event2026-03-31

Filed2026-05-14

FJUL

FIRST TR EXCHNG TRADED FD VI

-3.35%

Shares321.0K

Event2026-03-31

Filed2026-05-14

CIEN

CIENA CORP

-6.30%

Shares44.6K

Event2026-03-31

Filed2026-05-14

IDV

ISHARES TR

22.47%

Shares405.7K

Event2026-03-31

Filed2026-05-14

IWR

ISHARES TR

-25.35%

Shares177.3K

Event2026-03-31

Filed2026-05-14

MDYV

SPDR SERIES TRUST

-1.21%

Shares198.9K

Event2026-03-31

Filed2026-05-14

DIS

DISNEY WALT CO

-26.27%

Shares175.7K

Event2026-03-31

Filed2026-05-14

MMM

3M CO

-7.50%

Shares116.4K

Event2026-03-31

Filed2026-05-14

DFAC

DIMENSIONAL ETF TRUST

-26.94%

Shares434.8K

Event2026-03-31

Filed2026-05-14

NYT

NEW YORK TIMES CO MTN BE

39.70%

Shares201.0K

Event2026-03-31

Filed2026-05-14

TIP

ISHARES TR

0.78%

Shares152.4K

Event2026-03-31

Filed2026-05-14

TMUS

T-MOBILE US INC

13.31%

Shares79.7K

Event2026-03-31

Filed2026-05-14

IBTI

ISHARES TR

6.34%

Shares750.3K

Event2026-03-31

Filed2026-05-14

ICVT

ISHARES TR

-1.42%

Shares164.2K

Event2026-03-31

Filed2026-05-14

NBIX

NEUROCRINE BIOSCIENCES INC

33.37%

Shares126.7K

Event2026-03-31

Filed2026-05-14

MEDP

MEDPACE HLDGS INC

-4.44%

Shares34.7K

Event2026-03-31

Filed2026-05-14

IEF

ISHARES TR

1.51%

Shares173.9K

Event2026-03-31

Filed2026-05-14

FSLR

FIRST SOLAR INC

-2.49%

Shares84.0K

Event2026-03-31

Filed2026-05-14

ZOOM COMMUNICATIONS INC

-37.15%

Shares205.9K

Event2026-03-31

Filed2026-05-14

FDEC

FIRST TR EXCHNG TRADED FD VI

-8.99%

Shares332.9K

Event2026-03-31

Filed2026-05-14

DFAX

DIMENSIONAL ETF TRUST

163.29%

Shares487.0K

Event2026-03-31

Filed2026-05-14

IBTJ

ISHARES TR

6.46%

Shares756.7K

Event2026-03-31

Filed2026-05-14

GSIE

GOLDMAN SACHS ETF TR

14.66%

Shares383.0K

Event2026-03-31

Filed2026-05-14

IBTK

ISHARES TR

6.34%

Shares836.5K

Event2026-03-31

Filed2026-05-14

IBDR

ISHARES TR

15.43%

Shares676.9K

Event2026-03-31

Filed2026-05-14

EXPE

EXPEDIA GROUP INC

-36.54%

Shares70.9K

Event2026-03-31

Filed2026-05-14

IWB

ISHARES TR

-10.16%

Shares45.9K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

3.58%

Shares302.1K

Event2026-03-31

Filed2026-05-14

AVDV

AMERICAN CENTY ETF TR

2.15%

Shares162.3K

Event2026-03-31

Filed2026-05-14

FTNT

FORTINET INC

35.72%

Shares197.1K

Event2026-03-31

Filed2026-05-14

EFG

ISHARES TR

-14.30%

Shares144.5K

Event2026-03-31

Filed2026-05-14

NTRA

NATERA INC

-3.80%

Shares79.8K

Event2026-03-31

Filed2026-05-14

IWV

ISHARES TR

1.94%

Shares42.6K

Event2026-03-31

Filed2026-05-14

USFR

WISDOMTREE TR

-16.73%

Shares312.6K

Event2026-03-31

Filed2026-05-14

HDV

ISHARES TR

48.42%

Shares114.5K

Event2026-03-31

Filed2026-05-14

IBIT

ISHARES BITCOIN TRUST ETF

0.44%

Shares404.1K

Event2026-03-31

Filed2026-05-14

COF

CAPITAL ONE FINL CORP

-12.39%

Shares84.9K

Event2026-03-31

Filed2026-05-14

ILMN

ILLUMINA INC

-7.63%

Shares125.2K

Event2026-03-31

Filed2026-05-14

HRL

HORMEL FOODS CORP

5.92%

Shares680.0K

Event2026-03-31

Filed2026-05-14

IBTG

ISHARES TR

19.06%

Shares669.6K

Event2026-03-31

Filed2026-05-14

IEUR

ISHARES TR

35.69%

Shares217.8K

Event2026-03-31

Filed2026-05-14

ARKW

ARK ETF TR

-9.56%

Shares126.8K

Event2026-03-31

Filed2026-05-14

SOUTHERN CO

-4.43%

Shares158.1K

Event2026-03-31

Filed2026-05-14

SCHX

SCHWAB STRATEGIC TR

-7.24%

Shares595.1K

Event2026-03-31

Filed2026-05-14

DOW

DOW HLDGS INC

469.35%

Shares364.9K

Event2026-03-31

Filed2026-05-14

CURTISS WRIGHT CORP

20.20%

Shares22.1K

Event2026-03-31

Filed2026-05-14

SRLN

SSGA ACTIVE ETF TR

0.60%

Shares374.0K

Event2026-03-31

Filed2026-05-14

FAUG

FIRST TR EXCHNG TRADED FD VI

-5.97%

Shares289.7K

Event2026-03-31

Filed2026-05-14

OMC

OMNICOM GROUP INC

34.56%

Shares197.4K

Event2026-03-31

Filed2026-05-14

FJAN

FIRST TR EXCHNG TRADED FD VI

199.37%

Shares294.2K

Event2026-03-31

Filed2026-05-14

COP

CONOCOPHILLIPS

-6.29%

Shares112.0K

Event2026-03-31

Filed2026-05-14

IGSB

ISHARES TR

6.47%

Shares281.0K

Event2026-03-31

Filed2026-05-14

FICS

FIRST TR EXCHANGE TRADED FD

0.98%

Shares374.2K

Event2026-03-31

Filed2026-05-14

XMHQ

INVESCO EXCHANGE TRADED FD T

5.65%

Shares140.8K

Event2026-03-31

Filed2026-05-14

GARTNER INC

59.29%

Shares91.9K

Event2026-03-31

Filed2026-05-14

TROW

PRICE T ROWE GROUP INC

-6.36%

Shares161.3K

Event2026-03-31

Filed2026-05-14

FIRST TR EXCHANGE TRADED FD

-10.41%

Shares239.3K

Event2026-03-31

Filed2026-05-14

TPYP

TORTOISE CAPITAL SERIES TRUS

23.63%

Shares341.0K

Event2026-03-31

Filed2026-05-14

IWN

ISHARES TR

30.73%

Shares76.1K

Event2026-03-31

Filed2026-05-14

LINDE PLC

103.77%

Shares29.0K

Event2026-03-31

Filed2026-05-14

FIVE

FIVE BELOW INC

73.09%

Shares62.6K

Event2026-03-31

Filed2026-05-14

HSBC

HSBC HLDGS PLC

-5.27%

Shares173.2K

Event2026-03-31

Filed2026-05-14

MLI

MUELLER INDS INC

17.53%

Shares128.1K

Event2026-03-31

Filed2026-05-14

VRSN

VERISIGN INC

-24.35%

Shares57.1K

Event2026-03-31

Filed2026-05-14

BUYW

NORTHERN LTS FD TR IV

6.85%

Shares1.0M

Event2026-03-31

Filed2026-05-14

IBDS

ISHARES TR

16.49%

Shares582.2K

Event2026-03-31

Filed2026-05-14

AMP

AMERIPRISE FINL INC

42.74%

Shares31.6K

Event2026-03-31

Filed2026-05-14

LULU

LULULEMON ATHLETICA INC

313.54%

Shares91.6K

Event2026-03-31

Filed2026-05-14

ADI

ANALOG DEVICES INC

1.29%

Shares43.9K

Event2026-03-31

Filed2026-05-14

AFSM

FIRST TR EXCHNG TRADED FD VI

25.60%

Shares422.6K

Event2026-03-31

Filed2026-05-14

CME

CME GROUP INC

-8.66%

Shares47.0K

Event2026-03-31

Filed2026-05-14

TSN

TYSON FOODS INC

44.00%

Shares216.5K

Event2026-03-31

Filed2026-05-14

VNQ

VANGUARD INDEX FDS

6.87%

Shares155.4K

Event2026-03-31

Filed2026-05-14

AME

AMETEK INC

4.54%

Shares63.9K

Event2026-03-31

Filed2026-05-14

TXRH

TEXAS ROADHOUSE INC

58.22%

Shares82.5K

Event2026-03-31

Filed2026-05-14

CFG

CITIZENS FINL GROUP INC

20.31%

Shares225.5K

Event2026-03-31

Filed2026-05-14

BURL

BURLINGTON STORES INC

613.79%

Shares41.3K

Event2026-03-31

Filed2026-05-14

GDE

WISDOMTREE TR

11.31%

Shares212.7K

Event2026-03-31

Filed2026-05-14

AKAM

AKAMAI TECHNOLOGIES INC

-1.37%

Shares116.4K

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

10.88%

Shares39.5K

Event2026-03-31

Filed2026-05-14

JCI

JOHNSON CONTROLS INTERNATION

29.74%

Shares101.8K

Event2026-03-31

Filed2026-05-14

SLYG

SPDR SERIES TRUST

-7.00%

Shares137.3K

Event2026-03-31

Filed2026-05-14

FLXR

TCW ETF TRUST

24.79%

Shares332.4K

Event2026-03-31

Filed2026-05-14

MGNR

AMERICAN BEACON SELECT FUNDS

12.77%

Shares252.8K

Event2026-03-31

Filed2026-05-14

JMOM

J P MORGAN EXCHANGE TRADED F

51.91%

Shares191.1K

Event2026-03-31

Filed2026-05-14

INTL

NORTHERN LTS FD TR IV

9.11%

Shares456.9K

Event2026-03-31

Filed2026-05-14

BWA

BORGWARNER INC

2.45%

Shares237.6K

Event2026-03-31

Filed2026-05-14

TMO

THERMO FISHER SCIENTIFIC INC

2.17%

Shares26.2K

Event2026-03-31

Filed2026-05-14

XSVM

INVESCO EXCHANGE TRADED FD T

-3.22%

Shares213.4K

Event2026-03-31

Filed2026-05-14

BLACKROCK INC

38.50%

Shares13.3K

Event2026-03-31

Filed2026-05-14

RDVI

FIRST TR EXCHANGE-TRADED FD

78.20%

Shares497.7K

Event2026-03-31

Filed2026-05-14

IYW

ISHARES TR

-45.39%

Shares69.8K

Event2026-03-31

Filed2026-05-14

TGT

TARGET CORP

23.73%

Shares104.3K

Event2026-03-31

Filed2026-05-14

IBTH

ISHARES TR

3.76%

Shares562.3K

Event2026-03-31

Filed2026-05-14

USB

US BANCORP

5.43%

Shares241.7K

Event2026-03-31

Filed2026-05-14

LVS

LAS VEGAS SANDS CORP

-7.96%

Shares232.3K

Event2026-03-31

Filed2026-05-14

TXT

TEXTRON INC

12.71%

Shares142.8K

Event2026-03-31

Filed2026-05-14

FDVV

FIDELITY COVINGTON TRUST

1.89%

Shares225.9K

Event2026-03-31

Filed2026-05-14

AVDS

AMERICAN CENTY ETF TR

11.44%

Shares173.4K

Event2026-03-31

Filed2026-05-14

ISHARES TR

-0.91%

Shares182.4K

Event2026-03-31

Filed2026-05-14

CATH

GLOBAL X FDS

7.23%

Shares158.3K

Event2026-03-31

Filed2026-05-14

UCON

FIRST TR EXCHNG TRADED FD VI

36.30%

Shares498.0K

Event2026-03-31

Filed2026-05-14

MTZ

MASTEC INC

24.51%

Shares38.1K

Event2026-03-31

Filed2026-05-14

MKTX

MARKETAXESS HLDGS INC

-2.23%

Shares74.0K

Event2026-03-31

Filed2026-05-14

DEERE & CO

-16.99%

Shares21.6K

Event2026-03-31

Filed2026-05-14

AXP

AMERICAN EXPRESS CO

4.70%

Shares40.1K

Event2026-03-31

Filed2026-05-14

AVSC

AMERICAN CENTY ETF TR

6.99%

Shares194.3K

Event2026-03-31

Filed2026-05-14

NVS

NOVARTIS AG

-4.77%

Shares79.1K

Event2026-03-31

Filed2026-05-14

DVN

DEVON ENERGY CORP NEW

-11.69%

Shares240.1K

Event2026-03-31

Filed2026-05-14

PHO

INVESCO EXCHANGE TRADED FD T

28.49%

Shares180.1K

Event2026-03-31

Filed2026-05-14

ROST

ROSS STORES INC

23.01%

Shares55.4K

Event2026-03-31

Filed2026-05-14

LOW

LOWES COS INC

4.14%

Shares50.7K

Event2026-03-31

Filed2026-05-14

DJAN

FIRST TR EXCHNG TRADED FD VI

11.96%

Shares281.1K

Event2026-03-31

Filed2026-05-14

VXF

VANGUARD INDEX FDS

-0.72%

Shares58.0K

Event2026-03-31

Filed2026-05-14

SCHV

SCHWAB STRATEGIC TR

0.84%

Shares390.6K

Event2026-03-31

Filed2026-05-14

ULTA

ULTA BEAUTY INC

23.28%

Shares22.8K

Event2026-03-31

Filed2026-05-14

BFRZ

INNOVATOR ETFS TRUST

316.32%

Shares446.6K

Event2026-03-31

Filed2026-05-14

TEM

TEMPUS AI INC

33.77%

Shares259.8K

Event2026-03-31

Filed2026-05-14

EVR

EVERCORE INC

41.92%

Shares39.3K

Event2026-03-31

Filed2026-05-14

BSX

BOSTON SCIENTIFIC CORP

404.15%

Shares184.5K

Event2026-03-31

Filed2026-05-14

HAL

HALLIBURTON CO

9.32%

Shares296.6K

Event2026-03-31

Filed2026-05-14

UTHR

UNITED THERAPEUTICS CORP DEL

-18.75%

Shares19.4K

Event2026-03-31

Filed2026-05-14

VLO

VALERO ENERGY CORP

6.04%

Shares46.6K

Event2026-03-31

Filed2026-05-14

KMX

CARMAX INC

111.51%

Shares276.6K

Event2026-03-31

Filed2026-05-14

PJUL

INNOVATOR ETFS TRUST

-10.00%

Shares249.5K

Event2026-03-31

Filed2026-05-14

EQIX

EQUINIX INC

81.20%

Shares11.7K

Event2026-03-31

Filed2026-05-14

SBUX

STARBUCKS CORP

-1.48%

Shares127.7K

Event2026-03-31

Filed2026-05-14

PINNACLE FINL PARTNERS INC

New

Shares131.7K

Event2026-03-31

Filed2026-05-14

TLT

ISHARES TR

-35.00%

Shares130.8K

Event2026-03-31

Filed2026-05-14

MDY

STATE STR SPDR S&P MIDCAP 40

-1.04%

Shares18.4K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

SPY Call CallSTATE STR SPDR S&P 500 ETF T11.1K shares2.78%2026-03-312026-05-14

AMD Call CallADVANCED MICRO DEVICES INC4.0K sharesnew addition2026-03-312026-05-14

MSFT Call CallMICROSOFT CORP3.0K sharesnew addition2026-03-312026-05-14

BABA Call CallALIBABA GROUP HLDG LTD6.5K sharesnew addition2026-03-312026-05-14

GDX Call CallVANECK ETF TRUST4.0K shares100.00%2026-03-312026-05-14

GS Call CallGOLDMAN SACHS GROUP INC500 sharesnew addition2026-03-312026-05-14

LAM RESEARCH CORP Call CallLAM RESEARCH CORP1.0K sharesnew addition2026-03-312026-05-14

NVDA Call CallNVIDIA CORPORATION3.0K shares-25.00%2026-03-312026-05-14

DEFINIUM THERAPEUTICS INC Call CallDEFINIUM THERAPEUTICS INC1.0K sharesnew addition2026-03-312026-05-14

PFE Call CallPFIZER INC2.0K sharesnew addition2026-03-312026-05-14

EEM Call CallISHARES TR5.0K sharesnew addition2026-03-312026-05-14

IOVA Call CallIOVANCE BIOTHERAPEUTICS INC10.0K sharesnew addition2026-03-312026-05-14

RXRX Call CallRECURSION PHARMACEUTICALS IN20.0K sharesnew addition2026-03-312026-05-14

JOBY Call CallJOBY AVIATION INC1.0K shares0.00%2026-03-312026-05-14

ACHR Call CallARCHER AVIATION INC1.0K shares100.00%2026-03-312026-05-14

BITMINE IMMERSION TECNOLOGIE Call CallBITMINE IMMERSION TECNOLOGIE100 sharesnew addition2026-03-312026-05-14

TSLA Call CallTESLA INC500 sharesnew addition2026-03-312026-05-14

SPY Call

STATE STR SPDR S&P 500 ETF T

2.78%

Shares11.1K

Event2026-03-31

Filed2026-05-14

AMD Call

ADVANCED MICRO DEVICES INC

New

Shares4.0K

Event2026-03-31

Filed2026-05-14

MSFT Call

MICROSOFT CORP

New

Shares3.0K

Event2026-03-31

Filed2026-05-14

BABA Call

ALIBABA GROUP HLDG LTD

New

Shares6.5K

Event2026-03-31

Filed2026-05-14

GDX Call

VANECK ETF TRUST

100.00%

Shares4.0K

Event2026-03-31

Filed2026-05-14

GS Call

GOLDMAN SACHS GROUP INC

New

Shares500

Event2026-03-31

Filed2026-05-14

LAM RESEARCH CORP Call

LAM RESEARCH CORP

New

Shares1.0K

Event2026-03-31

Filed2026-05-14

NVDA Call

NVIDIA CORPORATION

-25.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

DEFINIUM THERAPEUTICS INC Call

DEFINIUM THERAPEUTICS INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-14

PFE Call

PFIZER INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-14

EEM Call

ISHARES TR

New

Shares5.0K

Event2026-03-31

Filed2026-05-14

IOVA Call

IOVANCE BIOTHERAPEUTICS INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-14

RXRX Call

RECURSION PHARMACEUTICALS IN

New

Shares20.0K

Event2026-03-31

Filed2026-05-14

JOBY Call

JOBY AVIATION INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

ACHR Call

ARCHER AVIATION INC

100.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

BITMINE IMMERSION TECNOLOGIE Call

BITMINE IMMERSION TECNOLOGIE

New

Shares100

Event2026-03-31

Filed2026-05-14

TSLA Call

TESLA INC

New

Shares500

Event2026-03-31

Filed2026-05-14

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T348.0K shares99.43%2026-03-312026-05-14

NVDA Put PutNVIDIA CORPORATION10.0K shares-9.09%2026-03-312026-05-14

AAPL Put PutAPPLE INC9.7K shares106.38%2026-03-312026-05-14

TSLA Put PutTESLA INC2.3K sharesnew addition2026-03-312026-05-14

AMZN Put PutAMAZON COM INC3.0K shares50.00%2026-03-312026-05-14

APOLLO GLOBAL MGMT INC Put PutAPOLLO GLOBAL MGMT INC3.6K sharesnew addition2026-03-312026-05-14

GE AEROSPACE Put PutGE AEROSPACE1.3K shares0.00%2026-03-312026-05-14

GEV Put PutGE VERNOVA INC200 shares-33.33%2026-03-312026-05-14

ASTRAZENECA PLC Put PutASTRAZENECA PLC3.6K sharesnew addition2026-03-312026-05-14

SPY Put

STATE STR SPDR S&P 500 ETF T

99.43%

Shares348.0K

Event2026-03-31

Filed2026-05-14

NVDA Put

NVIDIA CORPORATION

-9.09%

Shares10.0K

Event2026-03-31

Filed2026-05-14

AAPL Put

APPLE INC

106.38%

Shares9.7K

Event2026-03-31

Filed2026-05-14

TSLA Put

TESLA INC

New

Shares2.3K

Event2026-03-31

Filed2026-05-14

AMZN Put

AMAZON COM INC

50.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

APOLLO GLOBAL MGMT INC Put

APOLLO GLOBAL MGMT INC

New

Shares3.6K

Event2026-03-31

Filed2026-05-14

GE AEROSPACE Put

GE AEROSPACE

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

GEV Put

GE VERNOVA INC

-33.33%

Shares200

Event2026-03-31

Filed2026-05-14

ASTRAZENECA PLC Put

ASTRAZENECA PLC

New

Shares3.6K

Event2026-03-31

Filed2026-05-14