Sponsored

The Analysis of D.A. DAVIDSON & CO.'s Holdings & P&L

Currently, D.A. DAVIDSON & CO. holds 1552 types of securities in its portfolio with a total value $16.5B. In the most recent quarter, they have increased their positions in AGG (+335.9K shares, valued at $33.3M), NOW (+165.2K shares, valued at $17.3M), VUG (+37.8K shares, valued at $16.5M); decreased their positions in CMI (-31.2K shares, valued at $16.8M), VLO (-59.2K shares, valued at $14.6M), JNJ (-50.8K shares, valued at $12.4M); initiated new positions in TTAN (+132.4K shares, valued at $8.4M), N/A (+130.0K shares, valued at $6.5M), FIVA (+180.0K shares, valued at $6.3M).

1M P&L

-64.7M-0.40%

3M P&L

-4.5B-21.73%

HY P&L

-3.7B-18.57%

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/A8.7B

57.9%

2Drug Manufacturers - General509.3M

3.4%

3Software - Infrastructure414.8M

2.8%

Top Industries by Stock Count

1N/A675 stocks

46.1%

2Banks - Regional36 stocks

2.5%

3Asset Management32 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS5.6M shares0.84%2026-03-312026-05-05

VUG VANGUARD INDEX FDS1.8M shares2.13%2026-03-312026-05-05

IXUS ISHARES TR7.8M shares-1.08%2026-03-312026-05-05

AGG ISHARES TR5.2M shares6.95%2026-03-312026-05-05

AAPL APPLE INC1.5M shares1.81%2026-03-312026-05-05

MSFT MICROSOFT CORP885.0K shares4.85%2026-03-312026-05-05

IWN ISHARES TR1.3M shares2.18%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS3.6M shares-1.60%2026-03-312026-05-05

Sponsored

BROADCOM INC BROADCOM INC714.3K shares-2.32%2026-03-312026-05-05

SPIB SPDR SERIES TRUST6.5M shares6.76%2026-03-312026-05-05

NVDA NVIDIA CORPORATION1.1M shares-0.18%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION189.4K shares0.53%2026-03-312026-05-05

RTX RTX CORPORATION895.5K shares-3.19%2026-03-312026-05-05

IWO ISHARES TR544.7K shares2.29%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON663.8K shares-7.11%2026-03-312026-05-05

AMZN AMAZON COM INC776.2K shares3.16%2026-03-312026-05-05

Sponsored

IWF ISHARES TR378.5K shares4.55%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS265.3K shares0.25%2026-03-312026-05-05

CGDV CAPITAL GROUP DIVIDEND VALUE3.6M shares2.78%2026-03-312026-05-05

CMI CUMMINS INC271.6K shares-10.29%2026-03-312026-05-05

IJJ ISHARES TR1.1M shares3.62%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL296.8K shares0.49%2026-03-312026-05-05

VTI VANGUARD INDEX FDS407.6K shares-2.04%2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS868.5K shares4.75%2026-03-312026-05-05

Sponsored

ALPHABET INC ALPHABET INC437.3K shares-1.10%2026-03-312026-05-05

IJK ISHARES TR1.2M shares2.79%2026-03-312026-05-05

CB CHUBB LTD SWITZ364.0K shares0.28%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO398.5K shares-3.24%2026-03-312026-05-05

QUAL ISHARES TR605.6K shares0.98%2026-03-312026-05-05

IVV ISHARES TR176.2K shares3.59%2026-03-312026-05-05

V VISA INC360.0K shares2.50%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F2.0M shares5.37%2026-03-312026-05-05

Sponsored

INVESCO QQQ TR INVESCO QQQ TR182.9K shares-0.63%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.1M shares2.60%2026-03-312026-05-05

ALPHABET INC ALPHABET INC337.3K shares0.28%2026-03-312026-05-05

NEE NEXTERA ENERGY INC1.0M shares-4.02%2026-03-312026-05-05

DFAX DIMENSIONAL ETF TRUST2.8M shares-1.10%2026-03-312026-05-05

PFE PFIZER INC3.2M shares2.91%2026-03-312026-05-05

ADP AUTOMATIC DATA PROCESSING IN434.7K shares15.04%2026-03-312026-05-05

CVX CHEVRON CORPORATION416.0K shares0.07%2026-03-312026-05-05

Sponsored

AMGN AMGEN INC241.5K shares-2.67%2026-03-312026-05-05

SPGI S&P GLOBAL INC196.6K shares11.52%2026-03-312026-05-05

BSV VANGUARD BD INDEX FDS1.1M shares6.09%2026-03-312026-05-05

PEP PEPSICO INC524.0K shares2.20%2026-03-312026-05-05

PLD PROLOGIS INC.566.7K shares-4.84%2026-03-312026-05-05

SGOV ISHARES TR712.9K shares15.26%2026-03-312026-05-05

XOM EXXON MOBIL CORP420.0K shares-1.57%2026-03-312026-05-05

FTHI FIRST TR EXCHANGE TRADED FD3.0M shares7.35%2026-03-312026-05-05

Sponsored

MERCK & CO INC MERCK & CO INC572.6K shares-0.76%2026-03-312026-05-05

LOW LOWES COS INC286.7K shares-0.48%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T101.5K shares0.68%2026-03-312026-05-05

RDVY FIRST TR EXCHANGE TRADED FD952.6K shares8.12%2026-03-312026-05-05

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND305.2K shares16.11%2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR2.0M shares-12.32%2026-03-312026-05-05

VXUS VANGUARD STAR FDS777.8K shares0.65%2026-03-312026-05-05

ABBV ABBVIE INC272.6K shares0.55%2026-03-312026-05-05

Sponsored

QCOM QUALCOMM INC459.1K shares0.38%2026-03-312026-05-05

CAT CATERPILLAR INC80.4K shares-2.38%2026-03-312026-05-05

ECL ECOLAB INC212.0K shares0.97%2026-03-312026-05-05

RLY SSGA ACTIVE ETF TR1.5M shares3.38%2026-03-312026-05-05

META META PLATFORMS INC96.6K shares5.12%2026-03-312026-05-05

WMT WALMART INC443.9K shares-1.18%2026-03-312026-05-05

VIG VANGUARD SPECIALIZED FUNDS245.0K shares28.86%2026-03-312026-05-05

GS GOLDMAN SACHS GROUP INC57.8K shares-7.89%2026-03-312026-05-05

Sponsored

LLY ELI LILLY & CO52.5K shares5.10%2026-03-312026-05-05

DE DEERE & CO80.6K shares-2.67%2026-03-312026-05-05

TNGY TORTOISE CAPITAL SERIES TRUS4.2M shares3.75%2026-03-312026-05-05

MCD MCDONALDS CORP140.4K shares-2.50%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS177.8K shares-9.40%2026-03-312026-05-05

COWZ PACER FDS TR678.9K shares0.29%2026-03-312026-05-05

BRK.A BERKSHIRE HATHAWAY INC DEL59 shares0.00%2026-03-312026-05-05

BA BOEING CO211.9K shares4.24%2026-03-312026-05-05

Sponsored

BIL SPDR SERIES TRUST450.9K shares14.82%2026-03-312026-05-05

SCHW SCHWAB CHARLES CORP430.3K shares4.91%2026-03-312026-05-05

GLD SPDR GOLD TR92.9K shares1.38%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T192.0K shares1.58%2026-03-312026-05-05

CGGR CAPITAL GROUP GROWTH ETF905.7K shares7.92%2026-03-312026-05-05

TSLA TESLA INC97.1K shares2.97%2026-03-312026-05-05

CSCO CISCO SYS INC461.6K shares-6.74%2026-03-312026-05-05

VB VANGUARD INDEX FDS135.3K shares3.58%2026-03-312026-05-05

Sponsored

UNP UNION PAC CORP143.7K shares-5.09%2026-03-312026-05-05

ESGD ISHARES TR353.1K shares-3.01%2026-03-312026-05-05

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW254.1K shares1.60%2026-03-312026-05-05

VZ VERIZON COMMUNICATIONS INC648.5K shares10.70%2026-03-312026-05-05

NVS NOVARTIS AG212.8K shares-3.14%2026-03-312026-05-05

NOW SERVICENOW INC304.4K shares118.63%2026-03-312026-05-05

IWR ISHARES TR320.9K shares-0.90%2026-03-312026-05-05

VO VANGUARD INDEX FDS107.7K shares-0.05%2026-03-312026-05-05

Sponsored

VONG VANGUARD SCOTTSDALE FDS279.3K shares-0.83%2026-03-312026-05-05

MGK VANGUARD WORLD FD83.3K shares1.79%2026-03-312026-05-05

EOG EOG RES INC211.4K shares1.85%2026-03-312026-05-05

PG PROCTER & GAMBLE CO209.0K shares1.74%2026-03-312026-05-05

EUSA ISHARES INC295.5K shares-3.86%2026-03-312026-05-05

IWM ISHARES TR117.6K shares-1.77%2026-03-312026-05-05

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP84.8K shares-2.23%2026-03-312026-05-05

SDVY FIRST TR EXCHANGE TRADED FD737.0K shares9.47%2026-03-312026-05-05

Sponsored

JBND J P MORGAN EXCHANGE TRADED F538.3K shares7.77%2026-03-312026-05-05

SYK STRYKER CORPORATION86.9K shares1.21%2026-03-312026-05-05

PYLD PIMCO ETF TR1.1M shares9.90%2026-03-312026-05-05

HD HOME DEPOT INC86.3K shares-0.45%2026-03-312026-05-05

EFA ISHARES TR273.0K shares-2.72%2026-03-312026-05-05

FTCS FIRST TR EXCHANGE-TRADED FD279.8K shares0.41%2026-03-312026-05-05

ADSK AUTODESK INC108.2K shares7.72%2026-03-312026-05-05

CGGO CAPITAL GROUP GBL GROWTH EQT775.6K shares-4.16%2026-03-312026-05-05

Sponsored

BND VANGUARD BD INDEX FDS350.4K shares9.46%2026-03-312026-05-05

UMH UMH PPTYS INC1.8M shares4.18%2026-03-312026-05-05

JCPB J P MORGAN EXCHANGE TRADED F540.4K shares25.72%2026-03-312026-05-05

JPIE J P MORGAN EXCHANGE TRADED F551.9K shares8.13%2026-03-312026-05-05

TSM TAIWAN SEMICONDUCTOR MANUFAC74.0K shares2.29%2026-03-312026-05-05

DIS DISNEY WALT CO257.2K shares1.41%2026-03-312026-05-05

PWR QUANTA SVCS INC44.5K shares-7.12%2026-03-312026-05-05

PNC PNC FINL SVCS GROUP INC116.3K shares1.70%2026-03-312026-05-05

Sponsored

FV FIRST TR EXCHANGE TRADED FD398.5K shares-2.20%2026-03-312026-05-05

MO ALTRIA GROUP INC364.8K shares8.01%2026-03-312026-05-05

IJR ISHARES TR193.1K shares-7.95%2026-03-312026-05-05

WM WASTE MGMT INC DEL104.4K shares1.44%2026-03-312026-05-05

FVD FIRST TR EXCHANGE-TRADED FD501.6K shares0.16%2026-03-312026-05-05

USB US BANCORP450.6K shares1.09%2026-03-312026-05-05

DFAI DIMENSIONAL ETF TRUST592.9K shares-4.18%2026-03-312026-05-05

BAC BANK AMERICA CORP467.9K shares2.05%2026-03-312026-05-05

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD441.5K shares10.73%2026-03-312026-05-05

SHOP SHOPIFY INC188.1K shares6.93%2026-03-312026-05-05

IJH ISHARES TR328.2K shares-4.26%2026-03-312026-05-05

KMI KINDER MORGAN INC DEL658.2K shares2.73%2026-03-312026-05-05

CGXU CAPITAL GROUP INTL FOCUS EQT742.9K shares7.86%2026-03-312026-05-05

CGCB CAPITAL GRP FIXED INCM ETF T833.8K shares-0.63%2026-03-312026-05-05

KO COCA COLA CO287.8K shares-1.44%2026-03-312026-05-05

LMT LOCKHEED MARTIN CORP35.7K shares0.39%2026-03-312026-05-05

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET559.1K shares19.14%2026-03-312026-05-05

UNH UNITEDHEALTH GROUP INC79.1K shares-3.28%2026-03-312026-05-05

MU MICRON TECHNOLOGY INC62.9K shares1.29%2026-03-312026-05-05

COP CONOCOPHILLIPS157.4K shares1.13%2026-03-312026-05-05

DGRW WISDOMTREE TR232.6K shares1.91%2026-03-312026-05-05

AMAT APPLIED MATLS INC59.2K shares-7.91%2026-03-312026-05-05

CGCP CAPITAL GRP FIXED INCM ETF T901.4K shares1.60%2026-03-312026-05-05

NFLX NETFLIX INC.209.2K shares5.44%2026-03-312026-05-05

Sponsored

FEGE RBB FUND TRUST427.0K shares24.51%2026-03-312026-05-05

ALPS ETF TR ALPS ETF TR366.8K shares11.35%2026-03-312026-05-05

ABT ABBOTT LABORATORIES186.8K shares2.50%2026-03-312026-05-05

DLN WISDOMTREE TR213.3K shares1.12%2026-03-312026-05-05

CALF PACER FDS TR420.2K shares-14.54%2026-03-312026-05-05

ORCL ORACLE CORP127.8K shares4.62%2026-03-312026-05-05

XLE SELECT SECTOR SPDR TR306.4K shares8.86%2026-03-312026-05-05

EVSD MORGAN STANLEY ETF TRUST362.1K shares87.31%2026-03-312026-05-05

Sponsored

CGIC CAPITAL GROUP INTERNATIONAL555.2K shares61.74%2026-03-312026-05-05

BMY BRISTOL-MYERS SQUIBB CO302.6K shares2.60%2026-03-312026-05-05

IBTK ISHARES TR922.7K shares4.87%2026-03-312026-05-05

MA MASTERCARD INCORPORATED36.4K shares2.85%2026-03-312026-05-05

EPD ENTERPRISE PRODS PARTNERS L476.6K shares1.74%2026-03-312026-05-05

PSX PHILLIPS 6697.5K shares-0.79%2026-03-312026-05-05

FCX FREEPORT MCMORAN INC299.5K shares57.93%2026-03-312026-05-05

PCAR PACCAR INC151.1K shares0.29%2026-03-312026-05-05

Sponsored

WFC WELLS FARGO & CO219.0K shares-1.04%2026-03-312026-05-05

FDVV FIDELITY COVINGTON TRUST315.1K shares2.57%2026-03-312026-05-05

EMR EMERSON ELEC CO132.5K shares0.26%2026-03-312026-05-05

MGV VANGUARD WORLD FD119.5K shares3.17%2026-03-312026-05-05

TCAF T ROWE PRICE ETF INC486.2K shares26.66%2026-03-312026-05-05

VBR VANGUARD INDEX FDS79.5K shares5.34%2026-03-312026-05-05

LAM RESEARCH CORP LAM RESEARCH CORP80.4K shares-8.68%2026-03-312026-05-05

CRWD CROWDSTRIKE HLDGS INC43.8K shares11.07%2026-03-312026-05-05

Sponsored

O REALTY INCOME CORP277.2K shares2.66%2026-03-312026-05-05

FBND FIDELITY MERRIMACK STR TR365.1K shares7.67%2026-03-312026-05-05

BLACKSTONE INC BLACKSTONE INC143.5K shares-3.74%2026-03-312026-05-05

SBUX STARBUCKS CORP181.5K shares-0.32%2026-03-312026-05-05

OKE ONEOK INC NEW176.9K shares62.48%2026-03-312026-05-05

MMM 3M CO109.8K shares-1.63%2026-03-312026-05-05

UPS UNITED PARCEL SVCS INC161.0K shares24.89%2026-03-312026-05-05

DFAT DIMENSIONAL ETF TRUST253.1K shares31.29%2026-03-312026-05-05

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F277.8K shares8.07%2026-03-312026-05-05

LINDE PLC LINDE PLC31.4K shares0.89%2026-03-312026-05-05

JGRO J P MORGAN EXCHANGE TRADED F183.2K shares-1.38%2026-03-312026-05-05

MEDTRONIC PLC MEDTRONIC PLC178.6K shares-9.34%2026-03-312026-05-05

WCC WESCO INTL INC56.5K shares-5.44%2026-03-312026-05-05

CSX CSX CORP375.1K shares-0.13%2026-03-312026-05-05

STT STATE STR CORP121.2K shares-2.68%2026-03-312026-05-05

TGT TARGET CORP126.5K shares12.76%2026-03-312026-05-05

Sponsored

SYY SYSCO CORP213.5K shares24.47%2026-03-312026-05-05

IUSB ISHARES TR326.2K shares-3.15%2026-03-312026-05-05

TXUE THORNBURG ETF TR468.1K shares21.61%2026-03-312026-05-05

HON HONEYWELL INTL INC66.1K shares3.38%2026-03-312026-05-05

TDIV FIRST TR EXCHANGE TRADED FD158.3K shares-22.87%2026-03-312026-05-05

CVS CVS HEALTH CORP206.4K shares-3.85%2026-03-312026-05-05

EVTR MORGAN STANLEY ETF TRUST291.6K shares11.67%2026-03-312026-05-05

T AT&T INC495.9K shares11.40%2026-03-312026-05-05

Sponsored

SHEL SHELL PLC153.9K shares-3.33%2026-03-312026-05-05

IEI ISHARES TR119.3K shares57.64%2026-03-312026-05-05

YEAR AB ACTIVE ETFS INC278.8K shares15.96%2026-03-312026-05-05

IGIB ISHARES TR262.2K shares1.99%2026-03-312026-05-05

DHI D R HORTON INC100.6K shares6.41%2026-03-312026-05-05

BKLN INVESCO EXCH TRADED FD TR II674.8K shares2.85%2026-03-312026-05-05

PM PHILIP MORRIS INTL INC83.3K shares1.45%2026-03-312026-05-05

VDE VANGUARD WORLD FD78.8K shares-1.42%2026-03-312026-05-05

Sponsored

COF CAPITAL ONE FINL CORP74.6K shares4.40%2026-03-312026-05-05

VV VANGUARD INDEX FDS45.5K shares1.22%2026-03-312026-05-05

SCHG SCHWAB STRATEGIC TR466.2K shares5.09%2026-03-312026-05-05

VMI VALMONT INDS INC33.8K shares0.39%2026-03-312026-05-05

VEU VANGUARD INTL EQUITY INDEX F179.2K shares-10.60%2026-03-312026-05-05

ROST ROSS STORES INC61.5K shares-11.19%2026-03-312026-05-05

XLK SELECT SECTOR SPDR TR100.0K shares-0.26%2026-03-312026-05-05

CCD CALAMOS DYNAMIC CONV & INCOM622.5K shares3.90%2026-03-312026-05-05

Sponsored

IGV ISHARES TR165.3K shares88.09%2026-03-312026-05-05

FDX FEDEX CORP37.0K shares-3.89%2026-03-312026-05-05

VXF VANGUARD INDEX FDS64.0K shares-20.61%2026-03-312026-05-05

USMV ISHARES TR140.0K shares0.43%2026-03-312026-05-05

VLO VALERO ENERGY CORP52.3K shares-53.07%2026-03-312026-05-05

VOT VANGUARD INDEX FDS49.6K shares11.27%2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE44.7K shares4.27%2026-03-312026-05-05

GEV GE VERNOVA INC14.5K shares9.83%2026-03-312026-05-05

Sponsored

PRU PRUDENTIAL FINL INC129.1K shares7.37%2026-03-312026-05-05

SHY ISHARES TR152.5K shares15.60%2026-03-312026-05-05

JPST J P MORGAN EXCHANGE TRADED F247.4K shares-34.47%2026-03-312026-05-05

VOE VANGUARD INDEX FDS66.5K shares10.39%2026-03-312026-05-05

CGBL CAPITAL GROUP CORE BALANCED352.7K shares19.45%2026-03-312026-05-05

IVOO VANGUARD ADMIRAL FDS INC105.2K shares-22.37%2026-03-312026-05-05

FTGS FIRST TR EXCHANGE-TRADED FD350.2K shares-1.25%2026-03-312026-05-05

AIG AMERICAN INTL GROUP INC157.8K shares4.46%2026-03-312026-05-05

Sponsored

CHI CALAMOS CONV OPPORTUNITIES &1.1M shares4.95%2026-03-312026-05-05

GRNY TIDAL TRUST I492.4K shares35.49%2026-03-312026-05-05

TCHP T ROWE PRICE ETF INC263.7K shares6.85%2026-03-312026-05-05

ARCC ARES CAPITAL CORP645.9K shares4.57%2026-03-312026-05-05

BDX BECTON DICKINSON & CO73.9K shares13.49%2026-03-312026-05-05

PANW PALO ALTO NETWORKS INC72.4K shares1.43%2026-03-312026-05-05

MS MORGAN STANLEY69.5K shares-0.81%2026-03-312026-05-05

VBK VANGUARD INDEX FDS37.8K shares24.15%2026-03-312026-05-05

Sponsored

PLTR PALANTIR TECHNOLOGIES INC77.6K shares-3.03%2026-03-312026-05-05

BLACKROCK INC BLACKROCK INC11.8K shares-2.91%2026-03-312026-05-05

AXP AMERICAN EXPRESS CO36.4K shares-3.97%2026-03-312026-05-05

MOD MODINE MFG CO50.7K shares-7.42%2026-03-312026-05-05

BOND PIMCO ETF TR117.7K shares-4.95%2026-03-312026-05-05

UBER UBER TECHNOLOGIES INC150.7K shares-0.31%2026-03-312026-05-05

PGR PROGRESSIVE CORP54.6K shares1.50%2026-03-312026-05-05

GILD GILEAD SCIENCES INC77.5K shares15.82%2026-03-312026-05-05

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RKT ROCKET COS INC756.9K shares4.12%2026-03-312026-05-05

FBT FIRST TR EXCHANGE-TRADED FD53.0K shares6.52%2026-03-312026-05-05

RIO RIO TINTO PLC114.1K shares-8.12%2026-03-312026-05-05

CSRE COHEN & STEERS ETF TRUST400.2K shares0.62%2026-03-312026-05-05

VGT VANGUARD WORLD FD15.1K shares-2.15%2026-03-312026-05-05

ROK ROCKWELL AUTOMATION INC29.1K shares-4.46%2026-03-312026-05-05

VIGI VANGUARD WHITEHALL FDS117.5K shares2.01%2026-03-312026-05-05

GLW CORNING INC76.4K shares-14.13%2026-03-312026-05-05

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EATON CORP PLC EATON CORP PLC29.0K shares12.07%2026-03-312026-05-05

ADBE ADOBE INC42.5K shares-43.38%2026-03-312026-05-05

MISL FIRST TR EXCHANGE-TRADED FD230.3K shares-9.40%2026-03-312026-05-05

SO SOUTHERN CO106.5K shares7.21%2026-03-312026-05-05

NTR NUTRIEN LTD135.0K shares3.36%2026-03-312026-05-05

SLB SLB LIMITED196.6K shares12.41%2026-03-312026-05-05

SNOW SNOWFLAKE INC67.0K shares1.39%2026-03-312026-05-05

FXR FIRST TR EXCHANGE-TRADED FD122.7K shares-0.86%2026-03-312026-05-05

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CME CME GROUP INC33.9K shares8.03%2026-03-312026-05-05

ENB ENBRIDGE INC184.3K shares8.44%2026-03-312026-05-05

CL COLGATE PALMOLIVE CO116.2K shares3.33%2026-03-312026-05-05

IBTP ISHARES TR384.7K shares2.83%2026-03-312026-05-05

SLV ISHARES SILVER TR143.9K shares-11.38%2026-03-312026-05-05

MGM MGM RESORTS INTERNATIONAL264.0K shares-1.37%2026-03-312026-05-05

IBTM ISHARES TR421.8K shares2.95%2026-03-312026-05-05

CCB COASTAL FINL CORP WA125.5K shares0.00%2026-03-312026-05-05

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FENI FIDELITY COVINGTON TRUST256.2K shares21.14%2026-03-312026-05-05

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC95.4K shares48.81%2026-03-312026-05-05

BIV VANGUARD BD INDEX FDS121.6K shares24.34%2026-03-312026-05-05

DGRO ISHARES TR133.5K shares-3.13%2026-03-312026-05-05

OEF ISHARES TR29.4K shares10.67%2026-03-312026-05-05

GRID FIRST TR EXCHANGE-TRADED FD56.5K shares12.71%2026-03-312026-05-05

DEM WISDOMTREE TR185.8K shares28.11%2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC45.3K shares0.60%2026-03-312026-05-05

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KMB KIMBERLY-CLARK CORP95.2K shares-0.57%2026-03-312026-05-05

IVW ISHARES TR81.1K shares-0.01%2026-03-312026-05-05

DIA STATE STR SPDR DOW JONES IND19.7K shares8.52%2026-03-312026-05-05

NKE NIKE INC171.6K shares7.54%2026-03-312026-05-05

FTSM FIRST TR EXCHANGE-TRADED FD150.2K shares0.47%2026-03-312026-05-05

TOTALENERGIES SE TOTALENERGIES SE98.0K shares19.66%2026-03-312026-05-05

LMBS FIRST TR EXCHANGE-TRADED FD177.7K shares28.69%2026-03-312026-05-05

MPC MARATHON PETE CORP36.0K shares12.32%2026-03-312026-05-05

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ISRG INTUITIVE SURGICAL INC18.9K shares21.23%2026-03-312026-05-05

CORPAY INC CORPAY INC29.8K shares19.08%2026-03-312026-05-05

FXO FIRST TR EXCHANGE-TRADED FD153.5K shares-21.05%2026-03-312026-05-05

ENSG ENSIGN GROUP INC42.4K shares0.63%2026-03-312026-05-05

MTUM ISHARES TR35.4K shares32.09%2026-03-312026-05-05

INTC INTEL CORP192.1K shares-4.02%2026-03-312026-05-05

ABNB AIRBNB INC66.6K shares2.10%2026-03-312026-05-05

TTAN SERVICETITAN INC132.4K sharesnew addition2026-03-312026-05-05

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TROW PRICE T ROWE GROUP INC93.0K shares-6.65%2026-03-312026-05-05

SMH VANECK ETF TRUST21.9K shares1.74%2026-03-312026-05-05

CIBR FIRST TR EXCHANGE-TRADED FD133.2K shares-29.79%2026-03-312026-05-05

TJX TJX COS INC NEW52.1K shares-4.11%2026-03-312026-05-05

CCJ CAMECO CORP75.9K shares-11.33%2026-03-312026-05-05

IDV ISHARES TR191.2K shares1.42%2026-03-312026-05-05

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC34.4K shares10.97%2026-03-312026-05-05

ADI ANALOG DEVICES INC25.2K shares1.70%2026-03-312026-05-05

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IEFA ISHARES TR87.5K shares-5.37%2026-03-312026-05-05

MLM MARTIN MARIETTA MATLS INC13.4K shares-6.28%2026-03-312026-05-05

IBTJ ISHARES TR359.4K shares6.08%2026-03-312026-05-05

NOBL PROSHARES TR74.0K shares-0.66%2026-03-312026-05-05

SOR SOURCE CAPITAL169.3K shares-0.43%2026-03-312026-05-05

CITIGROUP INC CITIGROUP INC68.8K shares-9.48%2026-03-312026-05-05

GVAL CAMBRIA ETF TR234.1K shares92.50%2026-03-312026-05-05

ALK ALASKA AIR GROUP INC211.0K shares6.40%2026-03-312026-05-05

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AGX ARGAN INC14.1K shares-4.44%2026-03-312026-05-05

IGE ISHARES TR122.2K shares4.83%2026-03-312026-05-05

AZO AUTOZONE INC2.3K shares8.29%2026-03-312026-05-05

ET ENERGY TRANSFER L P397.1K shares-2.02%2026-03-312026-05-05

QMOM EA SERIES TRUST111.3K shares97.41%2026-03-312026-05-05

ASML ASML HLDG NV5.7K shares-13.05%2026-03-312026-05-05

IMOM EA SERIES TRUST189.6K shares89.71%2026-03-312026-05-05

AWR AMER STATES WTR CO99.2K shares3.13%2026-03-312026-05-05

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XLG INVESCO EXCHANGE TRADED FD T137.2K shares1.21%2026-03-312026-05-05

AFL AFLAC INC68.1K shares7.01%2026-03-312026-05-05

JQUA J P MORGAN EXCHANGE TRADED F121.3K shares2.06%2026-03-312026-05-05

XLRE SELECT SECTOR SPDR TR181.5K shares25.53%2026-03-312026-05-05

IEMG ISHARES INC105.9K shares59.80%2026-03-312026-05-05

BBLU EA SERIES TRUST499.9K shares105.07%2026-03-312026-05-05

AEM AGNICO EAGLE MINES LTD36.2K shares10.10%2026-03-312026-05-05

CRM SALESFORCE INC39.1K shares-32.30%2026-03-312026-05-05

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BKR BAKER HUGHES COMPANY117.6K shares46.72%2026-03-312026-05-05

FBCG FIDELITY COVINGTON TRUST142.7K shares108.89%2026-03-312026-05-05

DUSA DAVIS FUNDAMENTAL ETF TR140.1K shares-1.42%2026-03-312026-05-05

PFF ISHARES TR232.4K shares2.27%2026-03-312026-05-05

JEPQ J P MORGAN EXCHANGE TRADED F125.0K shares11.21%2026-03-312026-05-05

BOXX EA SERIES TRUST59.6K shares0.00%2026-03-312026-05-05

IBTI ISHARES TR309.7K shares5.51%2026-03-312026-05-05

VHT VANGUARD WORLD FD25.3K shares-2.24%2026-03-312026-05-05

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SPSM SPDR SERIES TRUST142.1K shares-0.01%2026-03-312026-05-05

CTRA COTERRA ENERGY INC194.3K shares-0.83%2026-03-312026-05-05

AEP AMERICAN ELEC PWR CO INC51.9K shares0.90%2026-03-312026-05-05

TMSL T ROWE PRICE ETF INC181.9K shares-37.21%2026-03-312026-05-05

WMB WILLIAMS COS INC91.4K shares-1.01%2026-03-312026-05-05

PATH UIPATH INC596.9K shares1.91%2026-03-312026-05-05

TMUS T-MOBILE US INC31.4K shares-27.62%2026-03-312026-05-05

IEF ISHARES TR68.8K shares1329.91%2026-03-312026-05-05

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ACGL ARCH CAP GROUP LTD68.1K shares10.78%2026-03-312026-05-05

FANG DIAMONDBACK ENERGY INC33.0K shares-0.96%2026-03-312026-05-05

JSMD JANUS DETROIT STR TR81.9K shares104.32%2026-03-312026-05-05

EXPD EXPEDITORS INTL WASH INC45.3K shares5.51%2026-03-312026-05-05

USFR WISDOMTREE TR128.8K shares-0.24%2026-03-312026-05-05

MORGAN STANLEY ETF TRUST MORGAN STANLEY ETF TRUST130.0K sharesnew addition2026-03-312026-05-05

EEM ISHARES TR113.5K shares96.95%2026-03-312026-05-05

SPOT SPOTIFY TECHNOLOGY S A13.3K shares3.88%2026-03-312026-05-05

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SHV ISHARES TR58.0K shares48.91%2026-03-312026-05-05

SMLF ISHARES TR84.6K shares1.98%2026-03-312026-05-05

D DOMINION ENERGY INC103.2K shares39.78%2026-03-312026-05-05

TRGP TARGA RES CORP25.4K shares-0.82%2026-03-312026-05-05

ISHARES GOLD TR ISHARES GOLD TR72.2K shares12.76%2026-03-312026-05-05

FXL FIRST TR EXCHANGE-TRADED FD40.0K shares-4.47%2026-03-312026-05-05

VCSH VANGUARD SCOTTSDALE FDS80.1K shares-0.15%2026-03-312026-05-05

NSC NORFOLK SOUTHN CORP21.9K shares-2.90%2026-03-312026-05-05

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FIVA FIDELITY COVINGTON TRUST180.0K sharesnew addition2026-03-312026-05-05

DON WISDOMTREE TR118.7K shares0.92%2026-03-312026-05-05

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SPG SIMON PPTY GROUP INC NEW32.8K shares9.08%2026-03-312026-05-05

GRMN GARMIN LTD26.3K shares-2.91%2026-03-312026-05-05

AB ALLIANCEBERNSTEIN HLDG L P161.7K shares-2.43%2026-03-312026-05-05

ORLY OREILLY AUTOMOTIVE INC65.3K shares1.88%2026-03-312026-05-05

JBL JABIL INC22.7K shares-3.52%2026-03-312026-05-05

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CELESTICA INC CELESTICA INC21.2K shares2.65%2026-03-312026-05-05

XLF SELECT SECTOR SPDR TR120.9K shares-3.40%2026-03-312026-05-05

CARR CARRIER GLOBAL CORPORATION105.1K shares8.35%2026-03-312026-05-05

DFAU DIMENSIONAL ETF TRUST130.9K shares-0.34%2026-03-312026-05-05

DLR DIGITAL RLTY TR INC32.8K shares0.46%2026-03-312026-05-05

ALC ALCON AG77.9K shares4.19%2026-03-312026-05-05

KLAC KLA CORP4.0K shares-0.20%2026-03-312026-05-05

INTU INTUIT13.5K shares26.42%2026-03-312026-05-05

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LVHI LEGG MASON ETF INVT144.1K shares-22.37%2026-03-312026-05-05

OSK OSHKOSH CORP39.5K shares-2.35%2026-03-312026-05-05

FTC FIRST TR EXCHANGE-TRADED ALP37.7K shares-0.94%2026-03-312026-05-05

AMP AMERIPRISE FINL INC13.0K shares-2.74%2026-03-312026-05-05

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COLB COLUMBIA BKG SYS INC206.9K shares11.28%2026-03-312026-05-05

AIQ GLOBAL X FDS121.5K shares-12.82%2026-03-312026-05-05

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MOAT VANECK ETF TRUST58.4K shares-13.55%2026-03-312026-05-05

FXN FIRST TR EXCHANGE-TRADED FD251.1K shares2201.16%2026-03-312026-05-05

GSK PLC GSK PLC101.7K shares38.68%2026-03-312026-05-05

FMDE FIDELITY COVINGTON TRUST155.6K shares4.15%2026-03-312026-05-05

CMCSA COMCAST CORP NEW194.8K shares1.99%2026-03-312026-05-05

VTWO VANGUARD SCOTTSDALE FDS55.2K shares-42.26%2026-03-312026-05-05

WY WEYERHAEUSER CO226.0K shares-0.39%2026-03-312026-05-05

ICE INTERCONTINENTAL EXCHANGE IN35.0K shares23.71%2026-03-312026-05-05

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GDX VANECK ETF TRUST59.6K shares-23.45%2026-03-312026-05-05

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ZROZ PIMCO ETF TR83.3K shares-2.29%2026-03-312026-05-05

VIOV VANGUARD ADMIRAL FDS INC52.4K shares20.93%2026-03-312026-05-05

ESGV VANGUARD WORLD FD47.2K shares-2.03%2026-03-312026-05-05

FTGC FIRST TR EXCHANGE TRAD FD VI184.3K shares54.95%2026-03-312026-05-05

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SUSA ISHARES TR39.9K shares-6.45%2026-03-312026-05-05

IUSG ISHARES TR33.9K shares0.17%2026-03-312026-05-05

EXPE EXPEDIA GROUP INC22.7K shares0.96%2026-03-312026-05-05

CGIE CAPITAL GROUP INTERNATIONAL154.7K shares-33.73%2026-03-312026-05-05

GBCI GLACIER BANCORP INC NEW115.8K shares-8.53%2026-03-312026-05-05

FID FIRST TR EXCHANGE TRADED FD246.4K shares1.08%2026-03-312026-05-05

F FORD MTR CO445.9K shares21.24%2026-03-312026-05-05

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DSL DOUBLELINE INCOME SOLUTIONS467.6K shares7.93%2026-03-312026-05-05

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ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN235.1K shares-2.05%2026-03-312026-05-05

LH LABCORP HOLDINGS INC18.6K shares17.93%2026-03-312026-05-05

COIN COINBASE GLOBAL INC28.2K shares28.72%2026-03-312026-05-05

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TBLL INVESCO EXCH TRADED FD TR II46.0K shares-17.33%2026-03-312026-05-05

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GNR SPDR INDEX SHS FDS64.7K shares5.40%2026-03-312026-05-05

MODL VICTORY PORTFOLIOS II108.0K shares5.59%2026-03-312026-05-05

FPX FIRST TR EXCHANGE-TRADED FD30.2K shares6.94%2026-03-312026-05-05

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PPG PPG INDS INC44.5K shares0.98%2026-03-312026-05-05

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PHO INVESCO EXCHANGE TRADED FD T70.1K shares62.67%2026-03-312026-05-05

SYF SYNCHRONY FINANCIAL68.9K shares-1.69%2026-03-312026-05-05

DVY ISHARES TR30.9K shares-2.75%2026-03-312026-05-05

DVN DEVON ENERGY CORP NEW92.9K shares0.87%2026-03-312026-05-05

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XLU SELECT SECTOR SPDR TR100.7K shares4.32%2026-03-312026-05-05

XSOE WISDOMTREE TR115.2K shares-1.69%2026-03-312026-05-05

EMLP FIRST TR EXCHANGE-TRADED FD105.2K shares14.91%2026-03-312026-05-05

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EFV ISHARES TR60.0K shares352.45%2026-03-312026-05-05

KORP AMERICAN CENTY ETF TR95.7K shares8.26%2026-03-312026-05-05

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FTHY FIRST TR HIGH YIELD OPPRT 20325.7K shares-7.86%2026-03-312026-05-05

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INCM FRANKLIN TEMPLETON ETF TR153.1K shares6.17%2026-03-312026-05-05

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TXN TEXAS INSTRS INC22.6K shares-4.43%2026-03-312026-05-05

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BTI BRITISH AMERN TOB PLC74.2K shares40.31%2026-03-312026-05-05

AXON AXON ENTERPRISE INC10.2K shares24.78%2026-03-312026-05-05

INDA ISHARES TR91.5K shares-0.26%2026-03-312026-05-05

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SOFI SOFI TECHNOLOGIES INC267.8K shares22.21%2026-03-312026-05-05

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IBIK ISHARES TR163.4K shares3.94%2026-03-312026-05-05

SPYD SPDR SERIES TRUST92.1K shares6.25%2026-03-312026-05-05

TE CONNECTIVITY PLC TE CONNECTIVITY PLC20.0K shares-3.56%2026-03-312026-05-05

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ENERGY TRANSFER L P ENERGY TRANSFER L P360.4K sharesnew addition2026-03-312026-05-05

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SCHP SCHWAB STRATEGIC TR156.1K sharesnew addition2026-03-312026-05-05

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MFIC MIDCAP FINANCIAL INVSTMNT CO360.8K shares3.07%2026-03-312026-05-05

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GBDC GOLUB CAP BDC INC314.3K shares4.56%2026-03-312026-05-05

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Sponsored

OTIS OTIS WORLDWIDE CORP51.4K shares-1.36%2026-03-312026-05-05

CHD CHURCH & DWIGHT CO INC42.3K shares0.64%2026-03-312026-05-05

IRM IRON MTN INC DEL38.5K shares17.86%2026-03-312026-05-05

VCIT VANGUARD SCOTTSDALE FDS47.4K shares-4.59%2026-03-312026-05-05

RVT ROYCE SMALL CAP TRUST INC234.9K shares-0.69%2026-03-312026-05-05

IYW ISHARES TR21.5K shares99.02%2026-03-312026-05-05

SGDM SPROTT ETF TRUST51.5K shares1.52%2026-03-312026-05-05

SPDR SERIES TRUST SPDR SERIES TRUST40.5K shares7.04%2026-03-312026-05-05

Sponsored

BTZ BLACKROCK CR ALLOCATION383.0K shares60.40%2026-03-312026-05-05

AIRR FIRST TR EXCHANGE TRADED FD34.9K shares9.71%2026-03-312026-05-05

MSTR STRATEGY INC30.9K sharesnew addition2026-03-312026-05-05

COPX GLOBAL X FDS50.4K shares109.37%2026-03-312026-05-05

DOCN DIGITALOCEAN HLDGS INC44.8K shares-3.27%2026-03-312026-05-05

SCCO SOUTHERN COPPER CORP22.3K shares-33.69%2026-03-312026-05-05

CGMS CAPITAL GRP FIXED INCM ETF T140.0K shares-37.98%2026-03-312026-05-05

GSY INVESCO ACTIVELY MANAGED EXC76.0K shares-0.32%2026-03-312026-05-05

Sponsored

IQV IQVIA HLDGS INC22.3K shares-18.13%2026-03-312026-05-05

KNG FIRST TR EXCHANGE-TRADED FD77.5K shares18.44%2026-03-312026-05-05

WEC ENERGY GROUP INC WEC ENERGY GROUP INC32.5K shares23.36%2026-03-312026-05-05

DBEF DBX ETF TR76.0K shares-0.42%2026-03-312026-05-05

SRE SEMPRA38.5K shares0.05%2026-03-312026-05-05

SDY SPDR SERIES TRUST25.6K shares5.40%2026-03-312026-05-05

HDV ISHARES TR27.4K shares-0.84%2026-03-312026-05-05

TSLX SIXTH STREET SPECIALTY LENDI200.6K shares4.65%2026-03-312026-05-05

Sponsored

TPL TEXAS PACIFIC LAND CORPORATI7.8K shares-3.21%2026-03-312026-05-05

FLAGSTAR BANK NATIONAL ASSOC FLAGSTAR BANK NATIONAL ASSOC278.6K shares0.50%2026-03-312026-05-05

ALL ALLSTATE CORP17.7K shares3.35%2026-03-312026-05-05

FPE FIRST TR EXCH TRADED FD III206.5K shares1.32%2026-03-312026-05-05

VTV

VANGUARD INDEX FDS

0.84%

Shares5.6M

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

2.13%

Shares1.8M

Event2026-03-31

Filed2026-05-05

IXUS

ISHARES TR

-1.08%

Shares7.8M

Event2026-03-31

Filed2026-05-05

AGG

ISHARES TR

6.95%

Shares5.2M

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

1.81%

Shares1.5M

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

4.85%

Shares885.0K

Event2026-03-31

Filed2026-05-05

IWN

ISHARES TR

2.18%

Shares1.3M

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED FDS

-1.60%

Shares3.6M

Event2026-03-31

Filed2026-05-05

BROADCOM INC

-2.32%

Shares714.3K

Event2026-03-31

Filed2026-05-05

SPIB

SPDR SERIES TRUST

6.76%

Shares6.5M

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-0.18%

Shares1.1M

Event2026-03-31

Filed2026-05-05

COST

COSTCO WHOLESALE CORPORATION

0.53%

Shares189.4K

Event2026-03-31

Filed2026-05-05

RTX

RTX CORPORATION

-3.19%

Shares895.5K

Event2026-03-31

Filed2026-05-05

IWO

ISHARES TR

2.29%

Shares544.7K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

-7.11%

Shares663.8K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

3.16%

Shares776.2K

Event2026-03-31

Filed2026-05-05

IWF

ISHARES TR

4.55%

Shares378.5K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

0.25%

Shares265.3K

Event2026-03-31

Filed2026-05-05

CGDV

CAPITAL GROUP DIVIDEND VALUE

2.78%

Shares3.6M

Event2026-03-31

Filed2026-05-05

CMI

CUMMINS INC

-10.29%

Shares271.6K

Event2026-03-31

Filed2026-05-05

IJJ

ISHARES TR

3.62%

Shares1.1M

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

0.49%

Shares296.8K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

-2.04%

Shares407.6K

Event2026-03-31

Filed2026-05-05

VYM

VANGUARD WHITEHALL FDS

4.75%

Shares868.5K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-1.10%

Shares437.3K

Event2026-03-31

Filed2026-05-05

IJK

ISHARES TR

2.79%

Shares1.2M

Event2026-03-31

Filed2026-05-05

CHUBB LTD SWITZ

0.28%

Shares364.0K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

-3.24%

Shares398.5K

Event2026-03-31

Filed2026-05-05

QUAL

ISHARES TR

0.98%

Shares605.6K

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

3.59%

Shares176.2K

Event2026-03-31

Filed2026-05-05

VISA INC

2.50%

Shares360.0K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

5.37%

Shares2.0M

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

-0.63%

Shares182.9K

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

2.60%

Shares2.1M

Event2026-03-31

Filed2026-05-05

ALPHABET INC

0.28%

Shares337.3K

Event2026-03-31

Filed2026-05-05

NEE

NEXTERA ENERGY INC

-4.02%

Shares1.0M

Event2026-03-31

Filed2026-05-05

DFAX

DIMENSIONAL ETF TRUST

-1.10%

Shares2.8M

Event2026-03-31

Filed2026-05-05

PFE

PFIZER INC

2.91%

Shares3.2M

Event2026-03-31

Filed2026-05-05

ADP

AUTOMATIC DATA PROCESSING IN

15.04%

Shares434.7K

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORPORATION

0.07%

Shares416.0K

Event2026-03-31

Filed2026-05-05

AMGN

AMGEN INC

-2.67%

Shares241.5K

Event2026-03-31

Filed2026-05-05

SPGI

S&P GLOBAL INC

11.52%

Shares196.6K

Event2026-03-31

Filed2026-05-05

BSV

VANGUARD BD INDEX FDS

6.09%

Shares1.1M

Event2026-03-31

Filed2026-05-05

PEP

PEPSICO INC

2.20%

Shares524.0K

Event2026-03-31

Filed2026-05-05

PLD

PROLOGIS INC.

-4.84%

Shares566.7K

Event2026-03-31

Filed2026-05-05

SGOV

ISHARES TR

15.26%

Shares712.9K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

-1.57%

Shares420.0K

Event2026-03-31

Filed2026-05-05

FTHI

FIRST TR EXCHANGE TRADED FD

7.35%

Shares3.0M

Event2026-03-31

Filed2026-05-05

MERCK & CO INC

-0.76%

Shares572.6K

Event2026-03-31

Filed2026-05-05

LOW

LOWES COS INC

-0.48%

Shares286.7K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

0.68%

Shares101.5K

Event2026-03-31

Filed2026-05-05

RDVY

FIRST TR EXCHANGE TRADED FD

8.12%

Shares952.6K

Event2026-03-31

Filed2026-05-05

ACCENTURE PLC IRELAND

16.11%

Shares305.2K

Event2026-03-31

Filed2026-05-05

SCHD

SCHWAB STRATEGIC TR

-12.32%

Shares2.0M

Event2026-03-31

Filed2026-05-05

VXUS

VANGUARD STAR FDS

0.65%

Shares777.8K

Event2026-03-31

Filed2026-05-05

ABBV

ABBVIE INC

0.55%

Shares272.6K

Event2026-03-31

Filed2026-05-05

QCOM

QUALCOMM INC

0.38%

Shares459.1K

Event2026-03-31

Filed2026-05-05

CAT

CATERPILLAR INC

-2.38%

Shares80.4K

Event2026-03-31

Filed2026-05-05

ECL

ECOLAB INC

0.97%

Shares212.0K

Event2026-03-31

Filed2026-05-05

RLY

SSGA ACTIVE ETF TR

3.38%

Shares1.5M

Event2026-03-31

Filed2026-05-05

META

META PLATFORMS INC

5.12%

Shares96.6K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

-1.18%

Shares443.9K

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD SPECIALIZED FUNDS

28.86%

Shares245.0K

Event2026-03-31

Filed2026-05-05

GOLDMAN SACHS GROUP INC

-7.89%

Shares57.8K

Event2026-03-31

Filed2026-05-05

LLY

ELI LILLY & CO

5.10%

Shares52.5K

Event2026-03-31

Filed2026-05-05

DEERE & CO

-2.67%

Shares80.6K

Event2026-03-31

Filed2026-05-05

TNGY

TORTOISE CAPITAL SERIES TRUS

3.75%

Shares4.2M

Event2026-03-31

Filed2026-05-05

MCD

MCDONALDS CORP

-2.50%

Shares140.4K

Event2026-03-31

Filed2026-05-05

IBM

INTERNATIONAL BUSINESS MACHS

-9.40%

Shares177.8K

Event2026-03-31

Filed2026-05-05

COWZ

PACER FDS TR

0.29%

Shares678.9K

Event2026-03-31

Filed2026-05-05

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares59

Event2026-03-31

Filed2026-05-05

BOEING CO

4.24%

Shares211.9K

Event2026-03-31

Filed2026-05-05

BIL

SPDR SERIES TRUST

14.82%

Shares450.9K

Event2026-03-31

Filed2026-05-05

SCHW

SCHWAB CHARLES CORP

4.91%

Shares430.3K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

1.38%

Shares92.9K

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

1.58%

Shares192.0K

Event2026-03-31

Filed2026-05-05

CGGR

CAPITAL GROUP GROWTH ETF

7.92%

Shares905.7K

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

2.97%

Shares97.1K

Event2026-03-31

Filed2026-05-05

CSCO

CISCO SYS INC

-6.74%

Shares461.6K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

3.58%

Shares135.3K

Event2026-03-31

Filed2026-05-05

UNP

UNION PAC CORP

-5.09%

Shares143.7K

Event2026-03-31

Filed2026-05-05

ESGD

ISHARES TR

-3.01%

Shares353.1K

Event2026-03-31

Filed2026-05-05

DUKE ENERGY CORP NEW

1.60%

Shares254.1K

Event2026-03-31

Filed2026-05-05

VERIZON COMMUNICATIONS INC

10.70%

Shares648.5K

Event2026-03-31

Filed2026-05-05

NVS

NOVARTIS AG

-3.14%

Shares212.8K

Event2026-03-31

Filed2026-05-05

NOW

SERVICENOW INC

118.63%

Shares304.4K

Event2026-03-31

Filed2026-05-05

IWR

ISHARES TR

-0.90%

Shares320.9K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-0.05%

Shares107.7K

Event2026-03-31

Filed2026-05-05

VONG

VANGUARD SCOTTSDALE FDS

-0.83%

Shares279.3K

Event2026-03-31

Filed2026-05-05

MGK

VANGUARD WORLD FD

1.79%

Shares83.3K

Event2026-03-31

Filed2026-05-05

EOG

EOG RES INC

1.85%

Shares211.4K

Event2026-03-31

Filed2026-05-05

PROCTER & GAMBLE CO

1.74%

Shares209.0K

Event2026-03-31

Filed2026-05-05

EUSA

ISHARES INC

-3.86%

Shares295.5K

Event2026-03-31

Filed2026-05-05

IWM

ISHARES TR

-1.77%

Shares117.6K

Event2026-03-31

Filed2026-05-05

GENERAL DYNAMICS CORP

-2.23%

Shares84.8K

Event2026-03-31

Filed2026-05-05

SDVY

FIRST TR EXCHANGE TRADED FD

9.47%

Shares737.0K

Event2026-03-31

Filed2026-05-05

JBND

J P MORGAN EXCHANGE TRADED F

7.77%

Shares538.3K

Event2026-03-31

Filed2026-05-05

SYK

STRYKER CORPORATION

1.21%

Shares86.9K

Event2026-03-31

Filed2026-05-05

PYLD

PIMCO ETF TR

9.90%

Shares1.1M

Event2026-03-31

Filed2026-05-05

HOME DEPOT INC

-0.45%

Shares86.3K

Event2026-03-31

Filed2026-05-05

EFA

ISHARES TR

-2.72%

Shares273.0K

Event2026-03-31

Filed2026-05-05

FTCS

FIRST TR EXCHANGE-TRADED FD

0.41%

Shares279.8K

Event2026-03-31

Filed2026-05-05

ADSK

AUTODESK INC

7.72%

Shares108.2K

Event2026-03-31

Filed2026-05-05

CGGO

CAPITAL GROUP GBL GROWTH EQT

-4.16%

Shares775.6K

Event2026-03-31

Filed2026-05-05

BND

VANGUARD BD INDEX FDS

9.46%

Shares350.4K

Event2026-03-31

Filed2026-05-05

UMH

UMH PPTYS INC

4.18%

Shares1.8M

Event2026-03-31

Filed2026-05-05

JCPB

J P MORGAN EXCHANGE TRADED F

25.72%

Shares540.4K

Event2026-03-31

Filed2026-05-05

JPIE

J P MORGAN EXCHANGE TRADED F

8.13%

Shares551.9K

Event2026-03-31

Filed2026-05-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.29%

Shares74.0K

Event2026-03-31

Filed2026-05-05

DIS

DISNEY WALT CO

1.41%

Shares257.2K

Event2026-03-31

Filed2026-05-05

PWR

QUANTA SVCS INC

-7.12%

Shares44.5K

Event2026-03-31

Filed2026-05-05

PNC

PNC FINL SVCS GROUP INC

1.70%

Shares116.3K

Event2026-03-31

Filed2026-05-05

FIRST TR EXCHANGE TRADED FD

-2.20%

Shares398.5K

Event2026-03-31

Filed2026-05-05

ALTRIA GROUP INC

8.01%

Shares364.8K

Event2026-03-31

Filed2026-05-05

IJR

ISHARES TR

-7.95%

Shares193.1K

Event2026-03-31

Filed2026-05-05

WASTE MGMT INC DEL

1.44%

Shares104.4K

Event2026-03-31

Filed2026-05-05

FVD

FIRST TR EXCHANGE-TRADED FD

0.16%

Shares501.6K

Event2026-03-31

Filed2026-05-05

USB

US BANCORP

1.09%

Shares450.6K

Event2026-03-31

Filed2026-05-05

DFAI

DIMENSIONAL ETF TRUST

-4.18%

Shares592.9K

Event2026-03-31

Filed2026-05-05

BAC

BANK AMERICA CORP

2.05%

Shares467.9K

Event2026-03-31

Filed2026-05-05

FDL

FIRST TR EXCHANGE-TRADED FD

10.73%

Shares441.5K

Event2026-03-31

Filed2026-05-05

SHOP

SHOPIFY INC

6.93%

Shares188.1K

Event2026-03-31

Filed2026-05-05

IJH

ISHARES TR

-4.26%

Shares328.2K

Event2026-03-31

Filed2026-05-05

KMI

KINDER MORGAN INC DEL

2.73%

Shares658.2K

Event2026-03-31

Filed2026-05-05

CGXU

CAPITAL GROUP INTL FOCUS EQT

7.86%

Shares742.9K

Event2026-03-31

Filed2026-05-05

CGCB

CAPITAL GRP FIXED INCM ETF T

-0.63%

Shares833.8K

Event2026-03-31

Filed2026-05-05

COCA COLA CO

-1.44%

Shares287.8K

Event2026-03-31

Filed2026-05-05

LMT

LOCKHEED MARTIN CORP

0.39%

Shares35.7K

Event2026-03-31

Filed2026-05-05

CGUS

CAPITAL GROUP CORE EQUITY ET

19.14%

Shares559.1K

Event2026-03-31

Filed2026-05-05

UNH

UNITEDHEALTH GROUP INC

-3.28%

Shares79.1K

Event2026-03-31

Filed2026-05-05

MICRON TECHNOLOGY INC

1.29%

Shares62.9K

Event2026-03-31

Filed2026-05-05

COP

CONOCOPHILLIPS

1.13%

Shares157.4K

Event2026-03-31

Filed2026-05-05

DGRW

WISDOMTREE TR

1.91%

Shares232.6K

Event2026-03-31

Filed2026-05-05

AMAT

APPLIED MATLS INC

-7.91%

Shares59.2K

Event2026-03-31

Filed2026-05-05

CGCP

CAPITAL GRP FIXED INCM ETF T

1.60%

Shares901.4K

Event2026-03-31

Filed2026-05-05

NFLX

NETFLIX INC.

5.44%

Shares209.2K

Event2026-03-31

Filed2026-05-05

FEGE

RBB FUND TRUST

24.51%

Shares427.0K

Event2026-03-31

Filed2026-05-05

ALPS ETF TR

11.35%

Shares366.8K

Event2026-03-31

Filed2026-05-05

ABT

ABBOTT LABORATORIES

2.50%

Shares186.8K

Event2026-03-31

Filed2026-05-05

DLN

WISDOMTREE TR

1.12%

Shares213.3K

Event2026-03-31

Filed2026-05-05

CALF

PACER FDS TR

-14.54%

Shares420.2K

Event2026-03-31

Filed2026-05-05

ORCL

ORACLE CORP

4.62%

Shares127.8K

Event2026-03-31

Filed2026-05-05

XLE

SELECT SECTOR SPDR TR

8.86%

Shares306.4K

Event2026-03-31

Filed2026-05-05

EVSD

MORGAN STANLEY ETF TRUST

87.31%

Shares362.1K

Event2026-03-31

Filed2026-05-05

CGIC

CAPITAL GROUP INTERNATIONAL

61.74%

Shares555.2K

Event2026-03-31

Filed2026-05-05

BMY

BRISTOL-MYERS SQUIBB CO

2.60%

Shares302.6K

Event2026-03-31

Filed2026-05-05

IBTK

ISHARES TR

4.87%

Shares922.7K

Event2026-03-31

Filed2026-05-05

MASTERCARD INCORPORATED

2.85%

Shares36.4K

Event2026-03-31

Filed2026-05-05

EPD

ENTERPRISE PRODS PARTNERS L

1.74%

Shares476.6K

Event2026-03-31

Filed2026-05-05

PSX

PHILLIPS 66

-0.79%

Shares97.5K

Event2026-03-31

Filed2026-05-05

FCX

FREEPORT MCMORAN INC

57.93%

Shares299.5K

Event2026-03-31

Filed2026-05-05

PCAR

PACCAR INC

0.29%

Shares151.1K

Event2026-03-31

Filed2026-05-05

WFC

WELLS FARGO & CO

-1.04%

Shares219.0K

Event2026-03-31

Filed2026-05-05

FDVV

FIDELITY COVINGTON TRUST

2.57%

Shares315.1K

Event2026-03-31

Filed2026-05-05

EMR

EMERSON ELEC CO

0.26%

Shares132.5K

Event2026-03-31

Filed2026-05-05

MGV

VANGUARD WORLD FD

3.17%

Shares119.5K

Event2026-03-31

Filed2026-05-05

TCAF

T ROWE PRICE ETF INC

26.66%

Shares486.2K

Event2026-03-31

Filed2026-05-05

VBR

VANGUARD INDEX FDS

5.34%

Shares79.5K

Event2026-03-31

Filed2026-05-05

LAM RESEARCH CORP

-8.68%

Shares80.4K

Event2026-03-31

Filed2026-05-05

CRWD

CROWDSTRIKE HLDGS INC

11.07%

Shares43.8K

Event2026-03-31

Filed2026-05-05

REALTY INCOME CORP

2.66%

Shares277.2K

Event2026-03-31

Filed2026-05-05

FBND

FIDELITY MERRIMACK STR TR

7.67%

Shares365.1K

Event2026-03-31

Filed2026-05-05

BLACKSTONE INC

-3.74%

Shares143.5K

Event2026-03-31

Filed2026-05-05

SBUX

STARBUCKS CORP

-0.32%

Shares181.5K

Event2026-03-31

Filed2026-05-05

OKE

ONEOK INC NEW

62.48%

Shares176.9K

Event2026-03-31

Filed2026-05-05

MMM

3M CO

-1.63%

Shares109.8K

Event2026-03-31

Filed2026-05-05

UPS

UNITED PARCEL SVCS INC

24.89%

Shares161.0K

Event2026-03-31

Filed2026-05-05

DFAT

DIMENSIONAL ETF TRUST

31.29%

Shares253.1K

Event2026-03-31

Filed2026-05-05

JEPI

J P MORGAN EXCHANGE TRADED F

8.07%

Shares277.8K

Event2026-03-31

Filed2026-05-05

LINDE PLC

0.89%

Shares31.4K

Event2026-03-31

Filed2026-05-05

JGRO

J P MORGAN EXCHANGE TRADED F

-1.38%

Shares183.2K

Event2026-03-31

Filed2026-05-05

MEDTRONIC PLC

-9.34%

Shares178.6K

Event2026-03-31

Filed2026-05-05

WCC

WESCO INTL INC

-5.44%

Shares56.5K

Event2026-03-31

Filed2026-05-05

CSX

CSX CORP

-0.13%

Shares375.1K

Event2026-03-31

Filed2026-05-05

STT

STATE STR CORP

-2.68%

Shares121.2K

Event2026-03-31

Filed2026-05-05

TGT

TARGET CORP

12.76%

Shares126.5K

Event2026-03-31

Filed2026-05-05

SYY

SYSCO CORP

24.47%

Shares213.5K

Event2026-03-31

Filed2026-05-05

IUSB

ISHARES TR

-3.15%

Shares326.2K

Event2026-03-31

Filed2026-05-05

TXUE

THORNBURG ETF TR

21.61%

Shares468.1K

Event2026-03-31

Filed2026-05-05

HON

HONEYWELL INTL INC

3.38%

Shares66.1K

Event2026-03-31

Filed2026-05-05

TDIV

FIRST TR EXCHANGE TRADED FD

-22.87%

Shares158.3K

Event2026-03-31

Filed2026-05-05

CVS

CVS HEALTH CORP

-3.85%

Shares206.4K

Event2026-03-31

Filed2026-05-05

EVTR

MORGAN STANLEY ETF TRUST

11.67%

Shares291.6K

Event2026-03-31

Filed2026-05-05

AT&T INC

11.40%

Shares495.9K

Event2026-03-31

Filed2026-05-05

SHEL

SHELL PLC

-3.33%

Shares153.9K

Event2026-03-31

Filed2026-05-05

IEI

ISHARES TR

57.64%

Shares119.3K

Event2026-03-31

Filed2026-05-05

YEAR

AB ACTIVE ETFS INC

15.96%

Shares278.8K

Event2026-03-31

Filed2026-05-05

IGIB

ISHARES TR

1.99%

Shares262.2K

Event2026-03-31

Filed2026-05-05

DHI

D R HORTON INC

6.41%

Shares100.6K

Event2026-03-31

Filed2026-05-05

BKLN

INVESCO EXCH TRADED FD TR II

2.85%

Shares674.8K

Event2026-03-31

Filed2026-05-05

PHILIP MORRIS INTL INC

1.45%

Shares83.3K

Event2026-03-31

Filed2026-05-05

VDE

VANGUARD WORLD FD

-1.42%

Shares78.8K

Event2026-03-31

Filed2026-05-05

COF

CAPITAL ONE FINL CORP

4.40%

Shares74.6K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

1.22%

Shares45.5K

Event2026-03-31

Filed2026-05-05

SCHG

SCHWAB STRATEGIC TR

5.09%

Shares466.2K

Event2026-03-31

Filed2026-05-05

VMI

VALMONT INDS INC

0.39%

Shares33.8K

Event2026-03-31

Filed2026-05-05

VEU

VANGUARD INTL EQUITY INDEX F

-10.60%

Shares179.2K

Event2026-03-31

Filed2026-05-05

ROST

ROSS STORES INC

-11.19%

Shares61.5K

Event2026-03-31

Filed2026-05-05

XLK

SELECT SECTOR SPDR TR

-0.26%

Shares100.0K

Event2026-03-31

Filed2026-05-05

CCD

CALAMOS DYNAMIC CONV & INCOM

3.90%

Shares622.5K

Event2026-03-31

Filed2026-05-05

IGV

ISHARES TR

88.09%

Shares165.3K

Event2026-03-31

Filed2026-05-05

FDX

FEDEX CORP

-3.89%

Shares37.0K

Event2026-03-31

Filed2026-05-05

VXF

VANGUARD INDEX FDS

-20.61%

Shares64.0K

Event2026-03-31

Filed2026-05-05

USMV

ISHARES TR

0.43%

Shares140.0K

Event2026-03-31

Filed2026-05-05

VLO

VALERO ENERGY CORP

-53.07%

Shares52.3K

Event2026-03-31

Filed2026-05-05

VOT

VANGUARD INDEX FDS

11.27%

Shares49.6K

Event2026-03-31

Filed2026-05-05

GE AEROSPACE

4.27%

Shares44.7K

Event2026-03-31

Filed2026-05-05

GEV

GE VERNOVA INC

9.83%

Shares14.5K

Event2026-03-31

Filed2026-05-05

PRU

PRUDENTIAL FINL INC

7.37%

Shares129.1K

Event2026-03-31

Filed2026-05-05

SHY

ISHARES TR

15.60%

Shares152.5K

Event2026-03-31

Filed2026-05-05

JPST

J P MORGAN EXCHANGE TRADED F

-34.47%

Shares247.4K

Event2026-03-31

Filed2026-05-05

VOE

VANGUARD INDEX FDS

10.39%

Shares66.5K

Event2026-03-31

Filed2026-05-05

CGBL

CAPITAL GROUP CORE BALANCED

19.45%

Shares352.7K

Event2026-03-31

Filed2026-05-05

IVOO

VANGUARD ADMIRAL FDS INC

-22.37%

Shares105.2K

Event2026-03-31

Filed2026-05-05

FTGS

FIRST TR EXCHANGE-TRADED FD

-1.25%

Shares350.2K

Event2026-03-31

Filed2026-05-05

AIG

AMERICAN INTL GROUP INC

4.46%

Shares157.8K

Event2026-03-31

Filed2026-05-05

CHI

CALAMOS CONV OPPORTUNITIES &

4.95%

Shares1.1M

Event2026-03-31

Filed2026-05-05

GRNY

TIDAL TRUST I

35.49%

Shares492.4K

Event2026-03-31

Filed2026-05-05

TCHP

T ROWE PRICE ETF INC

6.85%

Shares263.7K

Event2026-03-31

Filed2026-05-05

ARCC

ARES CAPITAL CORP

4.57%

Shares645.9K

Event2026-03-31

Filed2026-05-05

BDX

BECTON DICKINSON & CO

13.49%

Shares73.9K

Event2026-03-31

Filed2026-05-05

PANW

PALO ALTO NETWORKS INC

1.43%

Shares72.4K

Event2026-03-31

Filed2026-05-05

MORGAN STANLEY

-0.81%

Shares69.5K

Event2026-03-31

Filed2026-05-05

VBK

VANGUARD INDEX FDS

24.15%

Shares37.8K

Event2026-03-31

Filed2026-05-05

PLTR

PALANTIR TECHNOLOGIES INC

-3.03%

Shares77.6K

Event2026-03-31

Filed2026-05-05

BLACKROCK INC

-2.91%

Shares11.8K

Event2026-03-31

Filed2026-05-05

AXP

AMERICAN EXPRESS CO

-3.97%

Shares36.4K

Event2026-03-31

Filed2026-05-05

MOD

MODINE MFG CO

-7.42%

Shares50.7K

Event2026-03-31

Filed2026-05-05

BOND

PIMCO ETF TR

-4.95%

Shares117.7K

Event2026-03-31

Filed2026-05-05

UBER

UBER TECHNOLOGIES INC

-0.31%

Shares150.7K

Event2026-03-31

Filed2026-05-05

PGR

PROGRESSIVE CORP

1.50%

Shares54.6K

Event2026-03-31

Filed2026-05-05

GILD

GILEAD SCIENCES INC

15.82%

Shares77.5K

Event2026-03-31

Filed2026-05-05

RKT

ROCKET COS INC

4.12%

Shares756.9K

Event2026-03-31

Filed2026-05-05

FBT

FIRST TR EXCHANGE-TRADED FD

6.52%

Shares53.0K

Event2026-03-31

Filed2026-05-05

RIO

RIO TINTO PLC

-8.12%

Shares114.1K

Event2026-03-31

Filed2026-05-05

CSRE

COHEN & STEERS ETF TRUST

0.62%

Shares400.2K

Event2026-03-31

Filed2026-05-05

VGT

VANGUARD WORLD FD

-2.15%

Shares15.1K

Event2026-03-31

Filed2026-05-05

ROK

ROCKWELL AUTOMATION INC

-4.46%

Shares29.1K

Event2026-03-31

Filed2026-05-05

VIGI

VANGUARD WHITEHALL FDS

2.01%

Shares117.5K

Event2026-03-31

Filed2026-05-05

GLW

CORNING INC

-14.13%

Shares76.4K

Event2026-03-31

Filed2026-05-05

EATON CORP PLC

12.07%

Shares29.0K

Event2026-03-31

Filed2026-05-05

ADBE

ADOBE INC

-43.38%

Shares42.5K

Event2026-03-31

Filed2026-05-05

MISL

FIRST TR EXCHANGE-TRADED FD

-9.40%

Shares230.3K

Event2026-03-31

Filed2026-05-05

SOUTHERN CO

7.21%

Shares106.5K

Event2026-03-31

Filed2026-05-05

NTR

NUTRIEN LTD

3.36%

Shares135.0K

Event2026-03-31

Filed2026-05-05

SLB

SLB LIMITED

12.41%

Shares196.6K

Event2026-03-31

Filed2026-05-05

SNOW

SNOWFLAKE INC

1.39%

Shares67.0K

Event2026-03-31

Filed2026-05-05

FXR

FIRST TR EXCHANGE-TRADED FD

-0.86%

Shares122.7K

Event2026-03-31

Filed2026-05-05

CME

CME GROUP INC

8.03%

Shares33.9K

Event2026-03-31

Filed2026-05-05

ENB

ENBRIDGE INC

8.44%

Shares184.3K

Event2026-03-31

Filed2026-05-05

COLGATE PALMOLIVE CO

3.33%

Shares116.2K

Event2026-03-31

Filed2026-05-05

IBTP

ISHARES TR

2.83%

Shares384.7K

Event2026-03-31

Filed2026-05-05

SLV

ISHARES SILVER TR

-11.38%

Shares143.9K

Event2026-03-31

Filed2026-05-05

MGM

MGM RESORTS INTERNATIONAL

-1.37%

Shares264.0K

Event2026-03-31

Filed2026-05-05

IBTM

ISHARES TR

2.95%

Shares421.8K

Event2026-03-31

Filed2026-05-05

CCB

COASTAL FINL CORP WA

0.00%

Shares125.5K

Event2026-03-31

Filed2026-05-05

FENI

FIDELITY COVINGTON TRUST

21.14%

Shares256.2K

Event2026-03-31

Filed2026-05-05

MARVELL TECHNOLOGY INC

48.81%

Shares95.4K

Event2026-03-31

Filed2026-05-05

BIV

VANGUARD BD INDEX FDS

24.34%

Shares121.6K

Event2026-03-31

Filed2026-05-05

DGRO

ISHARES TR

-3.13%

Shares133.5K

Event2026-03-31

Filed2026-05-05

OEF

ISHARES TR

10.67%

Shares29.4K

Event2026-03-31

Filed2026-05-05

GRID

FIRST TR EXCHANGE-TRADED FD

12.71%

Shares56.5K

Event2026-03-31

Filed2026-05-05

DEM

WISDOMTREE TR

28.11%

Shares185.8K

Event2026-03-31

Filed2026-05-05

AMD

ADVANCED MICRO DEVICES INC

0.60%

Shares45.3K

Event2026-03-31

Filed2026-05-05

KMB

KIMBERLY-CLARK CORP

-0.57%

Shares95.2K

Event2026-03-31

Filed2026-05-05

IVW

ISHARES TR

-0.01%

Shares81.1K

Event2026-03-31

Filed2026-05-05

DIA

STATE STR SPDR DOW JONES IND

8.52%

Shares19.7K

Event2026-03-31

Filed2026-05-05

NKE

NIKE INC

7.54%

Shares171.6K

Event2026-03-31

Filed2026-05-05

FTSM

FIRST TR EXCHANGE-TRADED FD

0.47%

Shares150.2K

Event2026-03-31

Filed2026-05-05

TOTALENERGIES SE

19.66%

Shares98.0K

Event2026-03-31

Filed2026-05-05

LMBS

FIRST TR EXCHANGE-TRADED FD

28.69%

Shares177.7K

Event2026-03-31

Filed2026-05-05

MPC

MARATHON PETE CORP

12.32%

Shares36.0K

Event2026-03-31

Filed2026-05-05

ISRG

INTUITIVE SURGICAL INC

21.23%

Shares18.9K

Event2026-03-31

Filed2026-05-05

CORPAY INC

19.08%

Shares29.8K

Event2026-03-31

Filed2026-05-05

FXO

FIRST TR EXCHANGE-TRADED FD

-21.05%

Shares153.5K

Event2026-03-31

Filed2026-05-05

ENSG

ENSIGN GROUP INC

0.63%

Shares42.4K

Event2026-03-31

Filed2026-05-05

MTUM

ISHARES TR

32.09%

Shares35.4K

Event2026-03-31

Filed2026-05-05

INTC

INTEL CORP

-4.02%

Shares192.1K

Event2026-03-31

Filed2026-05-05

ABNB

AIRBNB INC

2.10%

Shares66.6K

Event2026-03-31

Filed2026-05-05

TTAN

SERVICETITAN INC

New

Shares132.4K

Event2026-03-31

Filed2026-05-05

TROW

PRICE T ROWE GROUP INC

-6.65%

Shares93.0K

Event2026-03-31

Filed2026-05-05

SMH

VANECK ETF TRUST

1.74%

Shares21.9K

Event2026-03-31

Filed2026-05-05

CIBR

FIRST TR EXCHANGE-TRADED FD

-29.79%

Shares133.2K

Event2026-03-31

Filed2026-05-05

TJX

TJX COS INC NEW

-4.11%

Shares52.1K

Event2026-03-31

Filed2026-05-05

CCJ

CAMECO CORP

-11.33%

Shares75.9K

Event2026-03-31

Filed2026-05-05

IDV

ISHARES TR

1.42%

Shares191.2K

Event2026-03-31

Filed2026-05-05

FERGUSON ENTERPRISES INC

10.97%

Shares34.4K

Event2026-03-31

Filed2026-05-05

ADI

ANALOG DEVICES INC

1.70%

Shares25.2K

Event2026-03-31

Filed2026-05-05

IEFA

ISHARES TR

-5.37%

Shares87.5K

Event2026-03-31

Filed2026-05-05

MLM

MARTIN MARIETTA MATLS INC

-6.28%

Shares13.4K

Event2026-03-31

Filed2026-05-05

IBTJ

ISHARES TR

6.08%

Shares359.4K

Event2026-03-31

Filed2026-05-05

NOBL

PROSHARES TR

-0.66%

Shares74.0K

Event2026-03-31

Filed2026-05-05

SOR

SOURCE CAPITAL

-0.43%

Shares169.3K

Event2026-03-31

Filed2026-05-05

CITIGROUP INC

-9.48%

Shares68.8K

Event2026-03-31

Filed2026-05-05

GVAL

CAMBRIA ETF TR

92.50%

Shares234.1K

Event2026-03-31

Filed2026-05-05

ALK

ALASKA AIR GROUP INC

6.40%

Shares211.0K

Event2026-03-31

Filed2026-05-05

AGX

ARGAN INC

-4.44%

Shares14.1K

Event2026-03-31

Filed2026-05-05

IGE

ISHARES TR

4.83%

Shares122.2K

Event2026-03-31

Filed2026-05-05

AZO

AUTOZONE INC

8.29%

Shares2.3K

Event2026-03-31

Filed2026-05-05

ENERGY TRANSFER L P

-2.02%

Shares397.1K

Event2026-03-31

Filed2026-05-05

QMOM

EA SERIES TRUST

97.41%

Shares111.3K

Event2026-03-31

Filed2026-05-05

ASML

ASML HLDG NV

-13.05%

Shares5.7K

Event2026-03-31

Filed2026-05-05

IMOM

EA SERIES TRUST

89.71%

Shares189.6K

Event2026-03-31

Filed2026-05-05

AWR

AMER STATES WTR CO

3.13%

Shares99.2K

Event2026-03-31

Filed2026-05-05

XLG

INVESCO EXCHANGE TRADED FD T

1.21%

Shares137.2K

Event2026-03-31

Filed2026-05-05

AFL

AFLAC INC

7.01%

Shares68.1K

Event2026-03-31

Filed2026-05-05

JQUA

J P MORGAN EXCHANGE TRADED F

2.06%

Shares121.3K

Event2026-03-31

Filed2026-05-05

XLRE

SELECT SECTOR SPDR TR

25.53%

Shares181.5K

Event2026-03-31

Filed2026-05-05

IEMG

ISHARES INC

59.80%

Shares105.9K

Event2026-03-31

Filed2026-05-05

BBLU

EA SERIES TRUST

105.07%

Shares499.9K

Event2026-03-31

Filed2026-05-05

AEM

AGNICO EAGLE MINES LTD

10.10%

Shares36.2K

Event2026-03-31

Filed2026-05-05

CRM

SALESFORCE INC

-32.30%

Shares39.1K

Event2026-03-31

Filed2026-05-05

BKR

BAKER HUGHES COMPANY

46.72%

Shares117.6K

Event2026-03-31

Filed2026-05-05

FBCG

FIDELITY COVINGTON TRUST

108.89%

Shares142.7K

Event2026-03-31

Filed2026-05-05

DUSA

DAVIS FUNDAMENTAL ETF TR

-1.42%

Shares140.1K

Event2026-03-31

Filed2026-05-05

PFF

ISHARES TR

2.27%

Shares232.4K

Event2026-03-31

Filed2026-05-05

JEPQ

J P MORGAN EXCHANGE TRADED F

11.21%

Shares125.0K

Event2026-03-31

Filed2026-05-05

BOXX

EA SERIES TRUST

0.00%

Shares59.6K

Event2026-03-31

Filed2026-05-05

IBTI

ISHARES TR

5.51%

Shares309.7K

Event2026-03-31

Filed2026-05-05

VHT

VANGUARD WORLD FD

-2.24%

Shares25.3K

Event2026-03-31

Filed2026-05-05

SPSM

SPDR SERIES TRUST

-0.01%

Shares142.1K

Event2026-03-31

Filed2026-05-05

CTRA

COTERRA ENERGY INC

-0.83%

Shares194.3K

Event2026-03-31

Filed2026-05-05

AEP

AMERICAN ELEC PWR CO INC

0.90%

Shares51.9K

Event2026-03-31

Filed2026-05-05

TMSL

T ROWE PRICE ETF INC

-37.21%

Shares181.9K

Event2026-03-31

Filed2026-05-05

WMB

WILLIAMS COS INC

-1.01%

Shares91.4K

Event2026-03-31

Filed2026-05-05

PATH

UIPATH INC

1.91%

Shares596.9K

Event2026-03-31

Filed2026-05-05

TMUS

T-MOBILE US INC

-27.62%

Shares31.4K

Event2026-03-31

Filed2026-05-05

IEF

ISHARES TR

1329.91%

Shares68.8K

Event2026-03-31

Filed2026-05-05

ACGL

ARCH CAP GROUP LTD

10.78%

Shares68.1K

Event2026-03-31

Filed2026-05-05

FANG

DIAMONDBACK ENERGY INC

-0.96%

Shares33.0K

Event2026-03-31

Filed2026-05-05

JSMD

JANUS DETROIT STR TR

104.32%

Shares81.9K

Event2026-03-31

Filed2026-05-05

EXPD

EXPEDITORS INTL WASH INC

5.51%

Shares45.3K

Event2026-03-31

Filed2026-05-05

USFR

WISDOMTREE TR

-0.24%

Shares128.8K

Event2026-03-31

Filed2026-05-05

MORGAN STANLEY ETF TRUST

New

Shares130.0K

Event2026-03-31

Filed2026-05-05

EEM

ISHARES TR

96.95%

Shares113.5K

Event2026-03-31

Filed2026-05-05

SPOT

SPOTIFY TECHNOLOGY S A

3.88%

Shares13.3K

Event2026-03-31

Filed2026-05-05

SHV

ISHARES TR

48.91%

Shares58.0K

Event2026-03-31

Filed2026-05-05

SMLF

ISHARES TR

1.98%

Shares84.6K

Event2026-03-31

Filed2026-05-05

DOMINION ENERGY INC

39.78%

Shares103.2K

Event2026-03-31

Filed2026-05-05

TRGP

TARGA RES CORP

-0.82%

Shares25.4K

Event2026-03-31

Filed2026-05-05

ISHARES GOLD TR

12.76%

Shares72.2K

Event2026-03-31

Filed2026-05-05

FXL

FIRST TR EXCHANGE-TRADED FD

-4.47%

Shares40.0K

Event2026-03-31

Filed2026-05-05

VCSH

VANGUARD SCOTTSDALE FDS

-0.15%

Shares80.1K

Event2026-03-31

Filed2026-05-05

NSC

NORFOLK SOUTHN CORP

-2.90%

Shares21.9K

Event2026-03-31

Filed2026-05-05

FIVA

FIDELITY COVINGTON TRUST

New

Shares180.0K

Event2026-03-31

Filed2026-05-05

DON

WISDOMTREE TR

0.92%

Shares118.7K

Event2026-03-31

Filed2026-05-05

BNDX

VANGUARD CHARLOTTE FDS

9.37%

Shares129.3K

Event2026-03-31

Filed2026-05-05

SPG

SIMON PPTY GROUP INC NEW

9.08%

Shares32.8K

Event2026-03-31

Filed2026-05-05

GRMN

GARMIN LTD

-2.91%

Shares26.3K

Event2026-03-31

Filed2026-05-05

ALLIANCEBERNSTEIN HLDG L P

-2.43%

Shares161.7K

Event2026-03-31

Filed2026-05-05

ORLY

OREILLY AUTOMOTIVE INC

1.88%

Shares65.3K

Event2026-03-31

Filed2026-05-05

JBL

JABIL INC

-3.52%

Shares22.7K

Event2026-03-31

Filed2026-05-05

CELESTICA INC

2.65%

Shares21.2K

Event2026-03-31

Filed2026-05-05

XLF

SELECT SECTOR SPDR TR

-3.40%

Shares120.9K

Event2026-03-31

Filed2026-05-05

CARR

CARRIER GLOBAL CORPORATION

8.35%

Shares105.1K

Event2026-03-31

Filed2026-05-05

DFAU

DIMENSIONAL ETF TRUST

-0.34%

Shares130.9K

Event2026-03-31

Filed2026-05-05

DLR

DIGITAL RLTY TR INC

0.46%

Shares32.8K

Event2026-03-31

Filed2026-05-05

ALC

ALCON AG

4.19%

Shares77.9K

Event2026-03-31

Filed2026-05-05

KLAC

KLA CORP

-0.20%

Shares4.0K

Event2026-03-31

Filed2026-05-05

INTU

INTUIT

26.42%

Shares13.5K

Event2026-03-31

Filed2026-05-05

LVHI

LEGG MASON ETF INVT

-22.37%

Shares144.1K

Event2026-03-31

Filed2026-05-05

OSK

OSHKOSH CORP

-2.35%

Shares39.5K

Event2026-03-31

Filed2026-05-05

FTC

FIRST TR EXCHANGE-TRADED ALP

-0.94%

Shares37.7K

Event2026-03-31

Filed2026-05-05

AMP

AMERIPRISE FINL INC

-2.74%

Shares13.0K

Event2026-03-31

Filed2026-05-05

FYX

FIRST TR EXCHANGE-TRADED ALP

1.55%

Shares48.2K

Event2026-03-31

Filed2026-05-05

FNX

FIRST TR EXCHANGE-TRADED ALP

-6.15%

Shares44.4K

Event2026-03-31

Filed2026-05-05

COLB

COLUMBIA BKG SYS INC

11.28%

Shares206.9K

Event2026-03-31

Filed2026-05-05

AIQ

GLOBAL X FDS

-12.82%

Shares121.5K

Event2026-03-31

Filed2026-05-05

MOAT

VANECK ETF TRUST

-13.55%

Shares58.4K

Event2026-03-31

Filed2026-05-05

FXN

FIRST TR EXCHANGE-TRADED FD

2201.16%

Shares251.1K

Event2026-03-31

Filed2026-05-05

GSK PLC

38.68%

Shares101.7K

Event2026-03-31

Filed2026-05-05

FMDE

FIDELITY COVINGTON TRUST

4.15%

Shares155.6K

Event2026-03-31

Filed2026-05-05

CMCSA

COMCAST CORP NEW

1.99%

Shares194.8K

Event2026-03-31

Filed2026-05-05

VTWO

VANGUARD SCOTTSDALE FDS

-42.26%

Shares55.2K

Event2026-03-31

Filed2026-05-05

WEYERHAEUSER CO

-0.39%

Shares226.0K

Event2026-03-31

Filed2026-05-05

ICE

INTERCONTINENTAL EXCHANGE IN

23.71%

Shares35.0K

Event2026-03-31

Filed2026-05-05

HACK

AMPLIFY ETF TR

44.77%

Shares73.3K

Event2026-03-31

Filed2026-05-05

GDX

VANECK ETF TRUST

-23.45%

Shares59.6K

Event2026-03-31

Filed2026-05-05

MELI

MERCADOLIBRE INC

8.07%

Shares3.1K

Event2026-03-31

Filed2026-05-05

WAT

WATERS CORP

453.42%

Shares18.0K

Event2026-03-31

Filed2026-05-05

ZROZ

PIMCO ETF TR

-2.29%

Shares83.3K

Event2026-03-31

Filed2026-05-05

VIOV

VANGUARD ADMIRAL FDS INC

20.93%

Shares52.4K

Event2026-03-31

Filed2026-05-05

ESGV

VANGUARD WORLD FD

-2.03%

Shares47.2K

Event2026-03-31

Filed2026-05-05

FTGC

FIRST TR EXCHANGE TRAD FD VI

54.95%

Shares184.3K

Event2026-03-31

Filed2026-05-05

SPGP

INVESCO EXCHANGE TRADED FD T

4.44%

Shares49.1K

Event2026-03-31

Filed2026-05-05

SUSA

ISHARES TR

-6.45%

Shares39.9K

Event2026-03-31

Filed2026-05-05

IUSG

ISHARES TR

0.17%

Shares33.9K

Event2026-03-31

Filed2026-05-05

EXPE

EXPEDIA GROUP INC

0.96%

Shares22.7K

Event2026-03-31

Filed2026-05-05

CGIE

CAPITAL GROUP INTERNATIONAL

-33.73%

Shares154.7K

Event2026-03-31

Filed2026-05-05

GBCI

GLACIER BANCORP INC NEW

-8.53%

Shares115.8K

Event2026-03-31

Filed2026-05-05

FID

FIRST TR EXCHANGE TRADED FD

1.08%

Shares246.4K

Event2026-03-31

Filed2026-05-05

FORD MTR CO

21.24%

Shares445.9K

Event2026-03-31

Filed2026-05-05

DSL

DOUBLELINE INCOME SOLUTIONS

7.93%

Shares467.6K

Event2026-03-31

Filed2026-05-05

THE CIGNA GROUP

4.73%

Shares18.8K

Event2026-03-31

Filed2026-05-05

AMRZ

AMRIZE LTD

171.11%

Shares89.7K

Event2026-03-31

Filed2026-05-05

CGDG

CAPITAL GROUP DIVIDEND GROWE

1.99%

Shares139.4K

Event2026-03-31

Filed2026-05-05

IVZ

INVESCO LTD

4.13%

Shares204.8K

Event2026-03-31

Filed2026-05-05

ANNALY CAPITAL MANAGEMENT IN

-2.05%

Shares235.1K

Event2026-03-31

Filed2026-05-05

LABCORP HOLDINGS INC

17.93%

Shares18.6K

Event2026-03-31

Filed2026-05-05

COIN

COINBASE GLOBAL INC

28.72%

Shares28.2K

Event2026-03-31

Filed2026-05-05

INTERNATIONAL PAPER CO

29.64%

Shares137.9K

Event2026-03-31

Filed2026-05-05

GVA

GRANITE CONSTR INC

-25.67%

Shares41.0K

Event2026-03-31

Filed2026-05-05

CASY

CASEYS GEN STORES INC

4.96%

Shares6.7K

Event2026-03-31

Filed2026-05-05

TBLL

INVESCO EXCH TRADED FD TR II

-17.33%

Shares46.0K

Event2026-03-31

Filed2026-05-05

WTW

WILLIS TOWERS WATSON PLC LTD

13.47%

Shares16.6K

Event2026-03-31

Filed2026-05-05

GNR

SPDR INDEX SHS FDS

5.40%

Shares64.7K

Event2026-03-31

Filed2026-05-05

MODL

VICTORY PORTFOLIOS II

5.59%

Shares108.0K

Event2026-03-31

Filed2026-05-05

FPX

FIRST TR EXCHANGE-TRADED FD

6.94%

Shares30.2K

Event2026-03-31

Filed2026-05-05

HTGC

HERCULES CAPITAL INC

4.59%

Shares323.4K

Event2026-03-31

Filed2026-05-05

PPG

PPG INDS INC

0.98%

Shares44.5K

Event2026-03-31

Filed2026-05-05

PYPL

PAYPAL HLDGS INC

-44.09%

Shares104.8K

Event2026-03-31

Filed2026-05-05

HRI

HERC HLDGS INC

10.96%

Shares47.1K

Event2026-03-31

Filed2026-05-05

PHO

INVESCO EXCHANGE TRADED FD T

62.67%

Shares70.1K

Event2026-03-31

Filed2026-05-05

SYF

SYNCHRONY FINANCIAL

-1.69%

Shares68.9K

Event2026-03-31

Filed2026-05-05

DVY

ISHARES TR

-2.75%

Shares30.9K

Event2026-03-31

Filed2026-05-05

DVN

DEVON ENERGY CORP NEW

0.87%

Shares92.9K

Event2026-03-31

Filed2026-05-05

BP PLC

-0.61%

Shares98.9K

Event2026-03-31

Filed2026-05-05

CEG

CONSTELLATION ENERGY CORP

-5.50%

Shares16.6K

Event2026-03-31

Filed2026-05-05

DFAC

DIMENSIONAL ETF TRUST

-0.40%

Shares119.2K

Event2026-03-31

Filed2026-05-05

CXT

CRANE NXT CO

6.65%

Shares113.9K

Event2026-03-31

Filed2026-05-05

PAVE

GLOBAL X FDS

15.59%

Shares91.0K

Event2026-03-31

Filed2026-05-05

XLU

SELECT SECTOR SPDR TR

4.32%

Shares100.7K

Event2026-03-31

Filed2026-05-05

XSOE

WISDOMTREE TR

-1.69%

Shares115.2K

Event2026-03-31

Filed2026-05-05

EMLP

FIRST TR EXCHANGE-TRADED FD

14.91%

Shares105.2K

Event2026-03-31

Filed2026-05-05

TIP

ISHARES TR

7.40%

Shares41.4K

Event2026-03-31

Filed2026-05-05

ITW

ILLINOIS TOOL WKS INC

2.80%

Shares17.4K

Event2026-03-31

Filed2026-05-05

SIL

GLOBAL X FDS

-15.89%

Shares50.1K

Event2026-03-31

Filed2026-05-05

EIX

EDISON INTL

2.52%

Shares61.6K

Event2026-03-31

Filed2026-05-05

APD

AIR PRODUCTS AND CHEMICALS I

-2.59%

Shares15.5K

Event2026-03-31

Filed2026-05-05

ITA

ISHARES TR

17.31%

Shares20.4K

Event2026-03-31

Filed2026-05-05

EFV

ISHARES TR

352.45%

Shares60.0K

Event2026-03-31

Filed2026-05-05

KORP

AMERICAN CENTY ETF TR

8.26%

Shares95.7K

Event2026-03-31

Filed2026-05-05

URA

GLOBAL X FDS

63.37%

Shares91.9K

Event2026-03-31

Filed2026-05-05

XLI

SELECT SECTOR SPDR TR

-15.97%

Shares27.4K

Event2026-03-31

Filed2026-05-05

ASTRAZENECA PLC

New

Shares22.4K

Event2026-03-31

Filed2026-05-05

NOC

NORTHROP GRUMMAN CORP

-31.48%

Shares6.5K

Event2026-03-31

Filed2026-05-05

FTHY

FIRST TR HIGH YIELD OPPRT 20

-7.86%

Shares325.7K

Event2026-03-31

Filed2026-05-05

XCEM

COLUMBIA ETF TR II

-14.51%

Shares107.8K

Event2026-03-31

Filed2026-05-05

INCM

FRANKLIN TEMPLETON ETF TR

6.17%

Shares153.1K

Event2026-03-31

Filed2026-05-05

MCK

MCKESSON CORP

-0.90%

Shares5.1K

Event2026-03-31

Filed2026-05-05

DHR

DANAHER CORP DEL

10.82%

Shares23.2K

Event2026-03-31

Filed2026-05-05

STZ

CONSTELLATION BRANDS INC

-30.11%

Shares29.3K

Event2026-03-31

Filed2026-05-05

TXN

TEXAS INSTRS INC

-4.43%

Shares22.6K

Event2026-03-31

Filed2026-05-05

APG

API GROUP CORP

-2.37%

Shares107.5K

Event2026-03-31

Filed2026-05-05

CTVA

CORTEVA INC

0.87%

Shares51.9K

Event2026-03-31

Filed2026-05-05

BTI

BRITISH AMERN TOB PLC

40.31%

Shares74.2K

Event2026-03-31

Filed2026-05-05

AXON

AXON ENTERPRISE INC

24.78%

Shares10.2K

Event2026-03-31

Filed2026-05-05

INDA

ISHARES TR

-0.26%

Shares91.5K

Event2026-03-31

Filed2026-05-05

IBRX

IMMUNITYBIO INC

New

Shares558.2K

Event2026-03-31

Filed2026-05-05

SOFI

SOFI TECHNOLOGIES INC

22.21%

Shares267.8K

Event2026-03-31

Filed2026-05-05

IWD

ISHARES TR

-27.15%

Shares19.9K

Event2026-03-31

Filed2026-05-05

PSLV

SPROTT ASSET MANAGEMENT LP

13.14%

Shares174.1K

Event2026-03-31

Filed2026-05-05

LYB

LYONDELLBASELL INDUSTRIES NV

791.83%

Shares52.4K

Event2026-03-31

Filed2026-05-05

IBIK

ISHARES TR

3.94%

Shares163.4K

Event2026-03-31

Filed2026-05-05

SPYD

SPDR SERIES TRUST

6.25%

Shares92.1K

Event2026-03-31

Filed2026-05-05

TE CONNECTIVITY PLC

-3.56%

Shares20.0K

Event2026-03-31

Filed2026-05-05

ENERGY TRANSFER L P

New

Shares360.4K

Event2026-03-31

Filed2026-05-05

FPF

FIRST TR INTER DURATN PFD &

0.26%

Shares236.3K

Event2026-03-31

Filed2026-05-05

SCHP

SCHWAB STRATEGIC TR

New

Shares156.1K

Event2026-03-31

Filed2026-05-05

AEE

AMEREN CORP

2.95%

Shares37.7K

Event2026-03-31

Filed2026-05-05

FXZ

FIRST TR EXCHANGE-TRADED FD

New

Shares54.1K

Event2026-03-31

Filed2026-05-05

IBTH

ISHARES TR

5.80%

Shares183.5K

Event2026-03-31

Filed2026-05-05

XAR

SPDR SERIES TRUST

3.53%

Shares16.0K

Event2026-03-31

Filed2026-05-05

MFIC

MIDCAP FINANCIAL INVSTMNT CO

3.07%

Shares360.8K

Event2026-03-31

Filed2026-05-05

YUM

YUM BRANDS INC

-2.11%

Shares26.1K

Event2026-03-31

Filed2026-05-05

CLIP

GLOBAL X FDS

1.53%

Shares40.3K

Event2026-03-31

Filed2026-05-05

PHYS

SPROTT ASSET MANAGEMENT LP

14.96%

Shares113.9K

Event2026-03-31

Filed2026-05-05

URI

UNITED RENTALS INC

-0.74%

Shares5.5K

Event2026-03-31

Filed2026-05-05

IBIG

ISHARES TR

4.00%

Shares151.9K

Event2026-03-31

Filed2026-05-05

GBDC

GOLUB CAP BDC INC

4.56%

Shares314.3K

Event2026-03-31

Filed2026-05-05

RDVI

FIRST TR EXCHANGE-TRADED FD

46.14%

Shares155.5K

Event2026-03-31

Filed2026-05-05

PSA

PUBLIC STORAGE OPER CO

-0.63%

Shares14.7K

Event2026-03-31

Filed2026-05-05

OTIS

OTIS WORLDWIDE CORP

-1.36%

Shares51.4K

Event2026-03-31

Filed2026-05-05

CHD

CHURCH & DWIGHT CO INC

0.64%

Shares42.3K

Event2026-03-31

Filed2026-05-05

IRM

IRON MTN INC DEL

17.86%

Shares38.5K

Event2026-03-31

Filed2026-05-05

VCIT

VANGUARD SCOTTSDALE FDS

-4.59%

Shares47.4K

Event2026-03-31

Filed2026-05-05

RVT

ROYCE SMALL CAP TRUST INC

-0.69%

Shares234.9K

Event2026-03-31

Filed2026-05-05

IYW

ISHARES TR

99.02%

Shares21.5K

Event2026-03-31

Filed2026-05-05

SGDM

SPROTT ETF TRUST

1.52%

Shares51.5K

Event2026-03-31

Filed2026-05-05

SPDR SERIES TRUST

7.04%

Shares40.5K

Event2026-03-31

Filed2026-05-05

BTZ

BLACKROCK CR ALLOCATION

60.40%

Shares383.0K

Event2026-03-31

Filed2026-05-05

AIRR

FIRST TR EXCHANGE TRADED FD

9.71%

Shares34.9K

Event2026-03-31

Filed2026-05-05

MSTR

STRATEGY INC

New

Shares30.9K

Event2026-03-31

Filed2026-05-05

COPX

GLOBAL X FDS

109.37%

Shares50.4K

Event2026-03-31

Filed2026-05-05

DOCN

DIGITALOCEAN HLDGS INC

-3.27%

Shares44.8K

Event2026-03-31

Filed2026-05-05

SCCO

SOUTHERN COPPER CORP

-33.69%

Shares22.3K

Event2026-03-31

Filed2026-05-05

CGMS

CAPITAL GRP FIXED INCM ETF T

-37.98%

Shares140.0K

Event2026-03-31

Filed2026-05-05

GSY

INVESCO ACTIVELY MANAGED EXC

-0.32%

Shares76.0K

Event2026-03-31

Filed2026-05-05

IQV

IQVIA HLDGS INC

-18.13%

Shares22.3K

Event2026-03-31

Filed2026-05-05

KNG

FIRST TR EXCHANGE-TRADED FD

18.44%

Shares77.5K

Event2026-03-31

Filed2026-05-05

WEC ENERGY GROUP INC

23.36%

Shares32.5K

Event2026-03-31

Filed2026-05-05

DBEF

DBX ETF TR

-0.42%

Shares76.0K

Event2026-03-31

Filed2026-05-05

SRE

SEMPRA

0.05%

Shares38.5K

Event2026-03-31

Filed2026-05-05

SDY

SPDR SERIES TRUST

5.40%

Shares25.6K

Event2026-03-31

Filed2026-05-05

HDV

ISHARES TR

-0.84%

Shares27.4K

Event2026-03-31

Filed2026-05-05

TSLX

SIXTH STREET SPECIALTY LENDI

4.65%

Shares200.6K

Event2026-03-31

Filed2026-05-05

TPL

TEXAS PACIFIC LAND CORPORATI

-3.21%

Shares7.8K

Event2026-03-31

Filed2026-05-05

FLAGSTAR BANK NATIONAL ASSOC

0.50%

Shares278.6K

Event2026-03-31

Filed2026-05-05

ALL

ALLSTATE CORP

3.35%

Shares17.7K

Event2026-03-31

Filed2026-05-05

FPE

FIRST TR EXCH TRADED FD III

1.32%

Shares206.5K

Event2026-03-31

Filed2026-05-05

Call Option Holdings

TSLA Call CallTESLA INC45 shares0.00%2026-03-312026-05-05

ALPHABET INC Call CallALPHABET INC1 shares0.00%2026-03-312026-05-05

AMZN Call CallAMAZON COM INC2 shares0.00%2026-03-312026-05-05

ORCL Call CallORACLE CORP2 shares-33.33%2026-03-312026-05-05

PSIX Call CallPOWER SOLUTIONS INTL INC1 sharesnew addition2026-03-312026-05-05

NVDA Call CallNVIDIA CORPORATION1 shares-75.00%2026-03-312026-05-05

EIX Call CallEDISON INTL1 sharesnew addition2026-03-312026-05-05

TTD Call CallTHE TRADE DESK INC1 sharesnew addition2026-03-312026-05-05

RGTI Call CallRIGETTI COMPUTING INC1 sharesnew addition2026-03-312026-05-05

MEDTRONIC PLC Call CallMEDTRONIC PLC1 sharesnew addition2026-03-312026-05-05

TSLA Call

TESLA INC

0.00%

Shares45

Event2026-03-31

Filed2026-05-05

ALPHABET INC Call

ALPHABET INC

0.00%

Shares1

Event2026-03-31

Filed2026-05-05

AMZN Call

AMAZON COM INC

0.00%

Shares2

Event2026-03-31

Filed2026-05-05

ORCL Call

ORACLE CORP

-33.33%

Shares2

Event2026-03-31

Filed2026-05-05

PSIX Call

POWER SOLUTIONS INTL INC

New

Shares1

Event2026-03-31

Filed2026-05-05

NVDA Call

NVIDIA CORPORATION

-75.00%

Shares1

Event2026-03-31

Filed2026-05-05

EIX Call

EDISON INTL

New

Shares1

Event2026-03-31

Filed2026-05-05

TTD Call

THE TRADE DESK INC

New

Shares1

Event2026-03-31

Filed2026-05-05

RGTI Call

RIGETTI COMPUTING INC

New

Shares1

Event2026-03-31

Filed2026-05-05

MEDTRONIC PLC Call

MEDTRONIC PLC

New

Shares1

Event2026-03-31

Filed2026-05-05

Put Option Holdings

MSFT Put PutMICROSOFT CORP20 shares0.00%2026-03-312026-05-05

TLT Put PutISHARES TR8 sharesnew addition2026-03-312026-05-05

NVDA Put PutNVIDIA CORPORATION10 sharesnew addition2026-03-312026-05-05

SPY Put PutSTATE STR SPDR S&P 500 ETF T1 shares0.00%2026-03-312026-05-05

RGTI Put PutRIGETTI COMPUTING INC1 shares0.00%2026-03-312026-05-05

MSFT Put

MICROSOFT CORP

0.00%

Shares20

Event2026-03-31

Filed2026-05-05

TLT Put

ISHARES TR

New

Shares8

Event2026-03-31

Filed2026-05-05

NVDA Put

NVIDIA CORPORATION

New

Shares10

Event2026-03-31

Filed2026-05-05

SPY Put

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1

Event2026-03-31

Filed2026-05-05

RGTI Put

RIGETTI COMPUTING INC

0.00%

Shares1

Event2026-03-31

Filed2026-05-05