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The Analysis of DIVERSIFY WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, DIVERSIFY WEALTH MANAGEMENT, LLC holds 1137 types of securities in its portfolio with a total value $5.6B. In the most recent quarter, they have increased their positions in NVDA (+1.1M shares, valued at $223.5M), SPY (+300.8K shares, valued at $214.1M), AAPL (+302.6K shares, valued at $81.8M); decreased their positions in BKMC (-161.8K shares, valued at $18.6M), OEF (-20.6K shares, valued at $7.2M), GOVT (-131.0K shares, valued at $3.0M); initiated new positions in VT (+486.7K shares, valued at $72.5M), GRNY (+1.1M shares, valued at $27.8M), OPBK (+1.8M shares, valued at $26.5M).

1M P&L

+88.0M+1.64%

3M P&L

-718.5M-11.67%

HY P&L

-540.8M-9.05%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A2.8B

56.3%

2Semiconductors456.0M

9.1%

3Software - Infrastructure195.0M

3.9%

Top Industries by Stock Count

1N/A484 stocks

45.6%

2Software - Application35 stocks

3.3%

3Semiconductors16 stocks

1.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION1.3M shares457.24%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T325.2K shares1232.56%2026-03-312026-05-01

SPYG SPDR SERIES TRUST1.7M shares40.42%2026-03-312026-05-01

SPYV SPDR SERIES TRUST2.6M shares48.72%2026-03-312026-05-01

AAPL APPLE INC414.6K shares270.20%2026-03-312026-05-01

AMZN AMAZON COM INC339.0K shares200.74%2026-03-312026-05-01

BROADCOM INC BROADCOM INC215.4K shares434.18%2026-03-312026-05-01

BKLN INVESCO EXCH TRADED FD TR II4.1M shares919.54%2026-03-312026-05-01

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS119.3K shares185.02%2026-03-312026-05-01

SPDW SPDR INDEX SHS FDS1.6M shares54.47%2026-03-312026-05-01

IVV ISHARES TR101.4K shares127.39%2026-03-312026-05-01

VT VANGUARD INTL EQUITY INDEX F486.7K sharesnew addition2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR107.9K shares526.11%2026-03-312026-05-01

MSFT MICROSOFT CORP168.0K shares228.11%2026-03-312026-05-01

META META PLATFORMS INC101.8K shares235.99%2026-03-312026-05-01

ALPHABET INC ALPHABET INC192.5K shares528.01%2026-03-312026-05-01

Sponsored

GLDM WORLD GOLD TR720.4K shares12720.70%2026-03-312026-05-01

ALPHABET INC ALPHABET INC184.8K shares177.03%2026-03-312026-05-01

DFAU DIMENSIONAL ETF TRUST1.1M shares-1.48%2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC145.9K shares382.05%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFAC122.4K shares986.00%2026-03-312026-05-01

VMBS VANGUARD SCOTTSDALE FDS885.9K shares382.69%2026-03-312026-05-01

SRLN SSGA ACTIVE ETF TR1.0M shares6701.57%2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F701.3K shares64.16%2026-03-312026-05-01

Sponsored

IJH ISHARES TR556.9K shares1224.25%2026-03-312026-05-01

MU MICRON TECHNOLOGY INC73.7K shares742.78%2026-03-312026-05-01

GLD SPDR GOLD TR90.4K shares2768.55%2026-03-312026-05-01

SCHR SCHWAB STRATEGIC TR1.3M shares54.41%2026-03-312026-05-01

PANW PALO ALTO NETWORKS INC166.6K shares207.54%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION30.1K shares137.87%2026-03-312026-05-01

ITA ISHARES TR140.9K shares1136.38%2026-03-312026-05-01

IWM ISHARES TR106.3K shares2303.82%2026-03-312026-05-01

Sponsored

USIG ISHARES TR548.1K shares128.21%2026-03-312026-05-01

GRNY TIDAL TRUST I1.1M sharesnew addition2026-03-312026-05-01

SPHY SPDR SERIES TRUST1.2M shares82.82%2026-03-312026-05-01

ORCL ORACLE CORP164.0K shares258.37%2026-03-312026-05-01

VEA VANGUARD TAX-MANAGED FDS398.3K shares47.86%2026-03-312026-05-01

OPBK OP BANCORP1.8M sharesnew addition2026-03-312026-05-01

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC163.9K sharesnew addition2026-03-312026-05-01

IVW ISHARES TR198.7K shares58.81%2026-03-312026-05-01

Sponsored

VGIT VANGUARD SCOTTSDALE FDS414.9K shares1245.51%2026-03-312026-05-01

LAM RESEARCH CORP LAM RESEARCH CORP98.6K shares56.89%2026-03-312026-05-01

TSLA TESLA INC64.4K shares251.85%2026-03-312026-05-01

IUSB ISHARES TR495.9K shares80.81%2026-03-312026-05-01

DYNF BLACKROCK ETF TRUST360.3K shares30.87%2026-03-312026-05-01

EEM ISHARES TR363.1K shares9367.85%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO71.6K shares117.23%2026-03-312026-05-01

IEMG ISHARES INC286.1K shares53.19%2026-03-312026-05-01

Sponsored

IVE ISHARES TR99.6K shares29.81%2026-03-312026-05-01

NOW SERVICENOW INC245.4K shares97.32%2026-03-312026-05-01

CGCP CAPITAL GRP FIXED INCM ETF T972.4K shares14.81%2026-03-312026-05-01

DFCF DIMENSIONAL ETF TRUST507.3K shares30.20%2026-03-312026-05-01

AFRM AFFIRM HLDGS INC323.0K sharesnew addition2026-03-312026-05-01

SPSM SPDR SERIES TRUST391.2K shares60.27%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON90.1K shares239.38%2026-03-312026-05-01

VTI VANGUARD INDEX FDS55.9K shares169.03%2026-03-312026-05-01

Sponsored

V VISA INC58.2K shares159.33%2026-03-312026-05-01

PULS PGIM ETF TR391.7K shares80.65%2026-03-312026-05-01

DFAI DIMENSIONAL ETF TRUST470.7K shares4.01%2026-03-312026-05-01

DFAC DIMENSIONAL ETF TRUST436.8K shares21.36%2026-03-312026-05-01

SNOW SNOWFLAKE INC123.0K shares395.30%2026-03-312026-05-01

AVUV AMERICAN CENTY ETF TR142.8K shares35.34%2026-03-312026-05-01

BAC BANK AMERICA CORP313.1K shares71.95%2026-03-312026-05-01

AGG ISHARES TR166.3K shares841.32%2026-03-312026-05-01

Sponsored

SOFI SOFI TECHNOLOGIES INC1.0M shares5982.74%2026-03-312026-05-01

CSCO CISCO SYS INC180.8K shares87.34%2026-03-312026-05-01

CVX CHEVRON CORPORATION83.4K shares99.25%2026-03-312026-05-01

EFV ISHARES TR208.2K shares48.77%2026-03-312026-05-01

XOM EXXON MOBIL CORP100.3K shares113.55%2026-03-312026-05-01

SCHC SCHWAB STRATEGIC TR314.5K shares59.18%2026-03-312026-05-01

VB VANGUARD INDEX FDS53.2K shares23.38%2026-03-312026-05-01

FBTC FIDELITY WISE ORIGIN BITCOIN226.2K shares6152.94%2026-03-312026-05-01

Sponsored

VZ VERIZON COMMUNICATIONS INC316.4K shares105.21%2026-03-312026-05-01

LLY ELI LILLY & CO17.2K shares142.82%2026-03-312026-05-01

IEI ISHARES TR121.6K sharesnew addition2026-03-312026-05-01

QUAL ISHARES TR69.3K shares55.54%2026-03-312026-05-01

ACWX ISHARES TR196.2K shares891.88%2026-03-312026-05-01

LQD ISHARES TR128.1K shares2871.47%2026-03-312026-05-01

ARM ARM HOLDINGS PLC67.9K sharesnew addition2026-03-312026-05-01

BND VANGUARD BD INDEX FDS185.9K shares50.60%2026-03-312026-05-01

Sponsored

MA MASTERCARD INCORPORATED25.9K shares116.42%2026-03-312026-05-01

PLTR PALANTIR TECHNOLOGIES INC98.1K shares142.58%2026-03-312026-05-01

IEFA ISHARES TR142.6K shares582.30%2026-03-312026-05-01

ABBV ABBVIE INC64.2K shares87.02%2026-03-312026-05-01

SCHO SCHWAB STRATEGIC TR534.4K shares3.44%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL27.2K shares66.06%2026-03-312026-05-01

WMT WALMART INC99.3K shares40.00%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC76.6K shares138.53%2026-03-312026-05-01

Sponsored

UBER UBER TECHNOLOGIES INC166.9K shares252.81%2026-03-312026-05-01

VO VANGUARD INDEX FDS162.4K shares303.74%2026-03-312026-05-01

JPST J P MORGAN EXCHANGE TRADED F243.0K shares51.64%2026-03-312026-05-01

KO COCA COLA CO154.3K shares166.91%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T60.3K shares1019.79%2026-03-312026-05-01

QCOM QUALCOMM INC75.9K shares151.49%2026-03-312026-05-01

STGW STAGWELL INC1.7M shares-0.99%2026-03-312026-05-01

BINC BLACKROCK ETF TRUST II221.4K shares232.87%2026-03-312026-05-01

Sponsored

JAAA JANUS DETROIT STR TR225.8K shares573.16%2026-03-312026-05-01

EWY ISHARES INC74.1K sharesnew addition2026-03-312026-05-01

IGV ISHARES TR133.5K sharesnew addition2026-03-312026-05-01

FBND FIDELITY MERRIMACK STR TR247.0K shares35.51%2026-03-312026-05-01

ARISTA NETWORKS INC ARISTA NETWORKS INC66.6K shares89.68%2026-03-312026-05-01

BIL SPDR SERIES TRUST122.1K shares105.22%2026-03-312026-05-01

MUB ISHARES TR104.2K shares58.93%2026-03-312026-05-01

SMH VANECK ETF TRUST22.2K sharesnew addition2026-03-312026-05-01

Sponsored

XLK SELECT SECTOR SPDR TR69.1K shares45.77%2026-03-312026-05-01

ATO ATMOS ENERGY CORP58.4K shares40.87%2026-03-312026-05-01

ASML ASML HLDG NV7.8K shares208.14%2026-03-312026-05-01

UNP UNION PAC CORP40.3K shares141.69%2026-03-312026-05-01

USMV ISHARES TR113.7K shares583.19%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC28.7K shares132.62%2026-03-312026-05-01

CRWD CROWDSTRIKE HLDGS INC23.5K shares101.90%2026-03-312026-05-01

CMI CUMMINS INC16.4K shares43.55%2026-03-312026-05-01

Sponsored

VGT VANGUARD WORLD FD101.7K shares829.23%2026-03-312026-05-01

ISRG INTUITIVE SURGICAL INC23.0K shares127.51%2026-03-312026-05-01

FIX COMFORT SYS USA INC6.0K shares24.10%2026-03-312026-05-01

BAI BLACKROCK ETF TRUST248.8K shares71.02%2026-03-312026-05-01

VCIT VANGUARD SCOTTSDALE FDS124.8K shares30.71%2026-03-312026-05-01

HD HOME DEPOT INC31.9K shares101.29%2026-03-312026-05-01

CME CME GROUP INC35.8K shares48.97%2026-03-312026-05-01

TLN TALEN ENERGY CORP29.1K sharesnew addition2026-03-312026-05-01

Sponsored

ISHARES GOLD TR ISHARES GOLD TR118.3K shares119.02%2026-03-312026-05-01

FTNT FORTINET INC117.1K shares90.02%2026-03-312026-05-01

PKG PACKAGING CORP AMER46.1K shares0.07%2026-03-312026-05-01

SCHA SCHWAB STRATEGIC TR313.4K shares1.14%2026-03-312026-05-01

DFAE DIMENSIONAL ETF TRUST265.9K shares7.22%2026-03-312026-05-01

VGLT VANGUARD SCOTTSDALE FDS180.2K shares56.48%2026-03-312026-05-01

PEP PEPSICO INC62.4K shares72.23%2026-03-312026-05-01

CGDV CAPITAL GROUP DIVIDEND VALUE210.5K shares188.48%2026-03-312026-05-01

Sponsored

RUN SUNRUN INC798.2K shares76.98%2026-03-312026-05-01

DIA STATE STR SPDR DOW JONES IND19.5K shares2144.12%2026-03-312026-05-01

QLTA ISHARES TR200.1K shares252.24%2026-03-312026-05-01

FREL FIDELITY COVINGTON TRUST329.7K shares49.42%2026-03-312026-05-01

SGOV ISHARES TR94.2K shares32.81%2026-03-312026-05-01

VRTX VERTEX PHARMACEUTICALS INC22.2K shares90.18%2026-03-312026-05-01

GOVT ISHARES TR408.9K shares-24.26%2026-03-312026-05-01

GEV GE VERNOVA INC8.7K shares63.55%2026-03-312026-05-01

Sponsored

IXUS ISHARES TR99.5K shares101.62%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS39.8K shares100.64%2026-03-312026-05-01

PVAL PUTNAM ETF TRUST183.6K sharesnew addition2026-03-312026-05-01

ABNB AIRBNB INC63.3K shares55.76%2026-03-312026-05-01

NFLX NETFLIX INC.95.9K shares125.52%2026-03-312026-05-01

ESS ESSEX PPTY TR INC33.2K shares58.74%2026-03-312026-05-01

THRO BLACKROCK ETF TRUST216.5K shares40.62%2026-03-312026-05-01

MCD MCDONALDS CORP30.1K shares80.12%2026-03-312026-05-01

Sponsored

MTUM ISHARES TR31.4K shares56.05%2026-03-312026-05-01

EFG ISHARES TR75.0K shares479.72%2026-03-312026-05-01

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC327.4K sharesnew addition2026-03-312026-05-01

FNDF SCHWAB STRATEGIC TR166.6K shares-0.94%2026-03-312026-05-01

TLH ISHARES TR84.3K shares10.44%2026-03-312026-05-01

AXP AMERICAN EXPRESS CO26.4K shares118.90%2026-03-312026-05-01

KLAC KLA CORP4.6K sharesnew addition2026-03-312026-05-01

IWF ISHARES TR69.6K shares297.95%2026-03-312026-05-01

Sponsored

INTU INTUIT20.9K shares135.54%2026-03-312026-05-01

DIS DISNEY WALT CO80.7K shares77.35%2026-03-312026-05-01

CRM SALESFORCE INC45.1K shares114.51%2026-03-312026-05-01

ZTS ZOETIS INC71.6K shares116.21%2026-03-312026-05-01

VWOB VANGUARD WHITEHALL FDS121.7K shares52.78%2026-03-312026-05-01

CRDO CREDO TECHNOLOGY GROUP HOLDI46.1K shares1240.01%2026-03-312026-05-01

APD AIR PRODUCTS AND CHEMICALS I26.1K shares59.83%2026-03-312026-05-01

VTV VANGUARD INDEX FDS38.8K shares323.49%2026-03-312026-05-01

Sponsored

RTX RTX CORPORATION45.5K shares48.16%2026-03-312026-05-01

MEDTRONIC PLC MEDTRONIC PLC98.4K shares51.58%2026-03-312026-05-01

IJR ISHARES TR57.0K shares730.08%2026-03-312026-05-01

APP APPLOVIN CORP17.2K shares188.13%2026-03-312026-05-01

BUFB INNOVATOR ETFS TRUST199.1K shares9.49%2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSING IN35.0K shares110.86%2026-03-312026-05-01

LMT LOCKHEED MARTIN CORP14.7K shares86.23%2026-03-312026-05-01

SCHG SCHWAB STRATEGIC TR229.2K shares34.19%2026-03-312026-05-01

Sponsored

HQY HEALTHEQUITY INC90.6K shares0.13%2026-03-312026-05-01

AMGN AMGEN INC21.5K shares68.42%2026-03-312026-05-01

SOXX ISHARES TR16.1K sharesnew addition2026-03-312026-05-01

CLOA BLACKROCK ETF TRUST II137.4K shares1560.11%2026-03-312026-05-01

WM WASTE MGMT INC DEL30.5K shares101.44%2026-03-312026-05-01

NEE NEXTERA ENERGY INC74.4K shares1277.21%2026-03-312026-05-01

MBB ISHARES TR73.4K shares81.18%2026-03-312026-05-01

BLACKSTONE INC BLACKSTONE INC57.6K shares107.87%2026-03-312026-05-01

Sponsored

XHLF BONDBLOXX ETF TRUST135.8K shares0.24%2026-03-312026-05-01

EMR EMERSON ELEC CO48.7K shares44.09%2026-03-312026-05-01

IUSG ISHARES TR37.5K sharesnew addition2026-03-312026-05-01

DGRO ISHARES TR89.5K shares125.39%2026-03-312026-05-01

BLCR BLACKROCK ETF TRUST137.3K sharesnew addition2026-03-312026-05-01

MC MOELIS & CO95.2K shares0.25%2026-03-312026-05-01

IEF ISHARES TR65.7K shares1467.25%2026-03-312026-05-01

MO ALTRIA GROUP INC91.2K shares1427.10%2026-03-312026-05-01

Sponsored

SHOP SHOPIFY INC50.8K shares41.56%2026-03-312026-05-01

SPYM SPDR SERIES TRUST72.3K shares1078.65%2026-03-312026-05-01

VYM VANGUARD WHITEHALL FDS39.0K shares24.50%2026-03-312026-05-01

DFUS DIMENSIONAL ETF TRUST76.9K sharesnew addition2026-03-312026-05-01

CW CURTISS WRIGHT CORP8.5K shares57.80%2026-03-312026-05-01

BKMC BNY MELLON ETF TRUST50.5K shares-76.23%2026-03-312026-05-01

SCHM SCHWAB STRATEGIC TR173.9K shares20.30%2026-03-312026-05-01

GS GOLDMAN SACHS GROUP INC6.4K shares349.33%2026-03-312026-05-01

Sponsored

SCHD SCHWAB STRATEGIC TR183.1K shares-13.14%2026-03-312026-05-01

STRL STERLING INFRASTRUCTURE INC12.2K shares45.11%2026-03-312026-05-01

IGEB ISHARES TR125.5K shares1788.79%2026-03-312026-05-01

JEPI J P MORGAN EXCHANGE TRADED F97.4K shares58.11%2026-03-312026-05-01

BALI BLACKROCK ETF TRUST169.9K shares107.77%2026-03-312026-05-01

SCHF SCHWAB STRATEGIC TR212.6K shares35.13%2026-03-312026-05-01

DFSD DIMENSIONAL ETF TRUST114.1K shares38.45%2026-03-312026-05-01

CELESTICA INC CELESTICA INC14.3K sharesnew addition2026-03-312026-05-01

Sponsored

DBEF DBX ETF TR105.3K shares-17.68%2026-03-312026-05-01

EATON CORP PLC EATON CORP PLC12.6K shares214.96%2026-03-312026-05-01

AMAT APPLIED MATLS INC13.5K shares198.32%2026-03-312026-05-01

NRG NRG ENERGY INC34.2K shares7.80%2026-03-312026-05-01

O REALTY INCOME CORP80.4K shares53.68%2026-03-312026-05-01

VTEB VANGUARD MUN BD FDS100.9K shares49.94%2026-03-312026-05-01

DFAR DIMENSIONAL ETF TRUST199.0K shares6.00%2026-03-312026-05-01

IMCG ISHARES TR58.3K shares33.16%2026-03-312026-05-01

Sponsored

SYK STRYKER CORPORATION15.5K shares26.40%2026-03-312026-05-01

MGV VANGUARD WORLD FD32.4K sharesnew addition2026-03-312026-05-01

IGRO ISHARES TR56.8K sharesnew addition2026-03-312026-05-01

IJK ISHARES TR45.4K shares1308.66%2026-03-312026-05-01

AVLV AMERICAN CENTY ETF TR56.7K shares139.85%2026-03-312026-05-01

TEM TEMPUS AI INC95.9K shares86.24%2026-03-312026-05-01

CITIGROUP INC CITIGROUP INC37.6K shares270.01%2026-03-312026-05-01

WFC WELLS FARGO & CO58.6K shares94.75%2026-03-312026-05-01

Sponsored

GE AEROSPACE GE AEROSPACE16.6K shares120.92%2026-03-312026-05-01

IAGG ISHARES TR93.7K shares59.41%2026-03-312026-05-01

SPIB SPDR SERIES TRUST139.1K sharesnew addition2026-03-312026-05-01

IDEF BLACKROCK ETF TRUST141.1K sharesnew addition2026-03-312026-05-01

TLT ISHARES TR51.9K shares279.71%2026-03-312026-05-01

CAT CATERPILLAR INC5.5K shares296.03%2026-03-312026-05-01

EMBJ EMBRAER S.A.72.8K shares36.80%2026-03-312026-05-01

SCHX SCHWAB STRATEGIC TR156.0K sharesnew addition2026-03-312026-05-01

Sponsored

PG PROCTER & GAMBLE CO29.8K shares200.89%2026-03-312026-05-01

VUG VANGUARD INDEX FDS52.7K shares1672.36%2026-03-312026-05-01

VIG VANGUARD SPECIALIZED FUNDS19.3K shares-8.29%2026-03-312026-05-01

AVEM AMERICAN CENTY ETF TR48.4K shares88.38%2026-03-312026-05-01

AMCOR PLC AMCOR PLC114.5K sharesnew addition2026-03-312026-05-01

VST VISTRA CORP27.5K shares29.07%2026-03-312026-05-01

OWL BLUE OWL CAPITAL INC456.5K shares86.28%2026-03-312026-05-01

NVT NVENT ELEC PLC29.4K shares52.70%2026-03-312026-05-01

Sponsored

IDEV ISHARES TR46.7K shares919.24%2026-03-312026-05-01

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP11.8K shares12.52%2026-03-312026-05-01

MUFG MITSUBISHI UFJ FINANCIAL GRO227.2K shares48.36%2026-03-312026-05-01

BBVA BANCO BILBAO VIZCAYA ARGENTA185.8K shares42.39%2026-03-312026-05-01

VIK VIKING HOLDINGS LTD50.1K shares0.70%2026-03-312026-05-01

WMB WILLIAMS COS INC53.6K shares490.88%2026-03-312026-05-01

VBR VANGUARD INDEX FDS17.0K shares8.22%2026-03-312026-05-01

GLW CORNING INC25.0K shares196.57%2026-03-312026-05-01

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TJX TJX COS INC NEW23.1K shares842.96%2026-03-312026-05-01

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FALN ISHARES TR129.4K shares-6.23%2026-03-312026-05-01

ICVT ISHARES TR31.2K sharesnew addition2026-03-312026-05-01

T AT&T INC134.1K shares602.95%2026-03-312026-05-01

GFI GOLD FIELDS LTD83.2K shares43.03%2026-03-312026-05-01

VXUS VANGUARD STAR FDS42.1K shares1123.97%2026-03-312026-05-01

PFE PFIZER INC127.7K shares866.38%2026-03-312026-05-01

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PMAR INNOVATOR ETFS TRUST71.1K sharesnew addition2026-03-312026-05-01

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QQQM INVESCO EXCH TRADED FD TR II12.1K shares765.04%2026-03-312026-05-01

MS MORGAN STANLEY17.6K shares201.03%2026-03-312026-05-01

BCS BARCLAYS PLC139.8K shares41.59%2026-03-312026-05-01

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HDV ISHARES TR116.2K shares758.58%2026-03-312026-05-01

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BA BOEING CO14.0K shares163.10%2026-03-312026-05-01

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SCHW SCHWAB CHARLES CORP33.6K shares555.16%2026-03-312026-05-01

BVN COMPANIA DE MINAS BUENAVENTU101.9K shares42.95%2026-03-312026-05-01

VMI VALMONT INDS INC6.2K shares47.47%2026-03-312026-05-01

MSI MOTOROLA SOLUTIONS INC7.0K sharesnew addition2026-03-312026-05-01

LINDE PLC LINDE PLC5.9K shares142.02%2026-03-312026-05-01

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MERCK & CO INC MERCK & CO INC26.6K shares241.74%2026-03-312026-05-01

SPEM SPDR INDEX SHS FDS58.2K shares266.39%2026-03-312026-05-01

APH AMPHENOL CORP19.6K shares210.66%2026-03-312026-05-01

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CGGR CAPITAL GROUP GROWTH ETF65.6K shares251.99%2026-03-312026-05-01

VSS VANGUARD INTL EQUITY INDEX F18.7K shares58.81%2026-03-312026-05-01

SLYV SPDR SERIES TRUST28.0K shares-18.42%2026-03-312026-05-01

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HMY HARMONY GOLD MNG LTD187.7K shares35.14%2026-03-312026-05-01

PAVE GLOBAL X FDS50.6K sharesnew addition2026-03-312026-05-01

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EXR EXTRA SPACE STORAGE INC19.7K shares-1.95%2026-03-312026-05-01

XLF SELECT SECTOR SPDR TR53.0K shares229.65%2026-03-312026-05-01

VOOG VANGUARD ADMIRAL FDS INC35.2K sharesnew addition2026-03-312026-05-01

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CGUS CAPITAL GROUP CORE EQUITY ET63.4K shares588.09%2026-03-312026-05-01

AVDV AMERICAN CENTY ETF TR25.8K shares28.39%2026-03-312026-05-01

INTC INTEL CORP28.2K shares92.79%2026-03-312026-05-01

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EMLC VANECK ETF TRUST104.1K shares156.05%2026-03-312026-05-01

AVDE AMERICAN CENTY ETF TR30.1K shares1152.47%2026-03-312026-05-01

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CVS CVS HEALTH CORP31.4K shares141.82%2026-03-312026-05-01

BALT INNOVATOR ETFS TRUST77.3K sharesnew addition2026-03-312026-05-01

TXN TEXAS INSTRS INC9.7K shares302.52%2026-03-312026-05-01

EFAV ISHARES TR29.1K sharesnew addition2026-03-312026-05-01

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AHR AMERICAN HEALTHCARE REIT INC52.4K shares137.43%2026-03-312026-05-01

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COP CONOCOPHILLIPS19.8K shares316.13%2026-03-312026-05-01

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ENTG ENTEGRIS INC16.6K shares60.65%2026-03-312026-05-01

RBRK RUBRIK INC.46.2K shares18.56%2026-03-312026-05-01

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SMFG SUMITOMO MITSUI FIN GRP INC119.2K shares38.92%2026-03-312026-05-01

TDG TRANSDIGM GROUP INC2.2K shares3.10%2026-03-312026-05-01

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CX CEMEX SA EURO MTN BE 144A198.2K shares45.59%2026-03-312026-05-01

OEF ISHARES TR6.8K shares-75.05%2026-03-312026-05-01

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BTI BRITISH AMERN TOB PLC41.6K shares70.50%2026-03-312026-05-01

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SBSW SIBANYE STILLWATER LTD205.5K shares37.74%2026-03-312026-05-01

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IBIT ISHARES BITCOIN TRUST ETF55.0K shares505.86%2026-03-312026-05-01

SNPS SYNOPSYS INC4.8K shares118.89%2026-03-312026-05-01

ORLY OREILLY AUTOMOTIVE INC25.4K shares6.98%2026-03-312026-05-01

CTAS CINTAS CORP13.4K sharesnew addition2026-03-312026-05-01

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NVDL GRANITESHARES ETF TR21.7K shares43.28%2026-03-312026-05-01

VNET VNET GROUP INC268.7K shares37.85%2026-03-312026-05-01

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UNILEVER PLC UNILEVER PLC39.1K shares77.61%2026-03-312026-05-01

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PJT PJT PARTNERS INC14.6K shares38.94%2026-03-312026-05-01

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ASTRAZENECA PLC ASTRAZENECA PLC11.9K sharesnew addition2026-03-312026-05-01

SCHZ SCHWAB STRATEGIC TR94.7K shares5.29%2026-03-312026-05-01

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FSK FS KKR CAP CORP200.8K shares94.96%2026-03-312026-05-01

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VEON LTD VEON LTD30.5K shares42.98%2026-03-312026-05-01

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GILD GILEAD SCIENCES INC10.9K shares87.40%2026-03-312026-05-01

CION CION INVT CORP186.5K shares39.91%2026-03-312026-05-01

KMI KINDER MORGAN INC DEL43.6K sharesnew addition2026-03-312026-05-01

D DOMINION ENERGY INC22.1K sharesnew addition2026-03-312026-05-01

EDGH ADVISORS INNER CIRCLE FD II39.8K shares-9.80%2026-03-312026-05-01

PECO PHILLIPS EDISON & CO INC34.6K shares4.50%2026-03-312026-05-01

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP38.9K sharesnew addition2026-03-312026-05-01

Sponsored

SAIA SAIA INC3.2K shares26.29%2026-03-312026-05-01

SPSB SPDR SERIES TRUST45.3K sharesnew addition2026-03-312026-05-01

LVHI LEGG MASON ETF INVT33.7K sharesnew addition2026-03-312026-05-01

CPRT COPART INC40.7K shares59.56%2026-03-312026-05-01

ALLE ALLEGION PLC9.9K shares36.78%2026-03-312026-05-01

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN60.0K sharesnew addition2026-03-312026-05-01

PSX PHILLIPS 667.8K sharesnew addition2026-03-312026-05-01

TRNO TERRENO RLTY CORP20.7K shares51.86%2026-03-312026-05-01

Sponsored

HYLB DBX ETF TR36.5K sharesnew addition2026-03-312026-05-01

OBDC BLUE OWL CAPITAL CORPORATION118.4K shares37.55%2026-03-312026-05-01

BA-PA BOEING CO18.5K sharesnew addition2026-03-312026-05-01

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II17.9K sharesnew addition2026-03-312026-05-01

NVDA

NVIDIA CORPORATION

457.24%

Shares1.3M

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

1232.56%

Shares325.2K

Event2026-03-31

Filed2026-05-01

SPYG

SPDR SERIES TRUST

40.42%

Shares1.7M

Event2026-03-31

Filed2026-05-01

SPYV

SPDR SERIES TRUST

48.72%

Shares2.6M

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

270.20%

Shares414.6K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

200.74%

Shares339.0K

Event2026-03-31

Filed2026-05-01

BROADCOM INC

434.18%

Shares215.4K

Event2026-03-31

Filed2026-05-01

BKLN

INVESCO EXCH TRADED FD TR II

919.54%

Shares4.1M

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

185.02%

Shares119.3K

Event2026-03-31

Filed2026-05-01

SPDW

SPDR INDEX SHS FDS

54.47%

Shares1.6M

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

127.39%

Shares101.4K

Event2026-03-31

Filed2026-05-01

VANGUARD INTL EQUITY INDEX F

New

Shares486.7K

Event2026-03-31

Filed2026-05-01

INVESCO QQQ TR

526.11%

Shares107.9K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

228.11%

Shares168.0K

Event2026-03-31

Filed2026-05-01

META

META PLATFORMS INC

235.99%

Shares101.8K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

528.01%

Shares192.5K

Event2026-03-31

Filed2026-05-01

GLDM

WORLD GOLD TR

12720.70%

Shares720.4K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

177.03%

Shares184.8K

Event2026-03-31

Filed2026-05-01

DFAU

DIMENSIONAL ETF TRUST

-1.48%

Shares1.1M

Event2026-03-31

Filed2026-05-01

AMD

ADVANCED MICRO DEVICES INC

382.05%

Shares145.9K

Event2026-03-31

Filed2026-05-01

TSM

TAIWAN SEMICONDUCTOR MANUFAC

986.00%

Shares122.4K

Event2026-03-31

Filed2026-05-01

VMBS

VANGUARD SCOTTSDALE FDS

382.69%

Shares885.9K

Event2026-03-31

Filed2026-05-01

SRLN

SSGA ACTIVE ETF TR

6701.57%

Shares1.0M

Event2026-03-31

Filed2026-05-01

VWO

VANGUARD INTL EQUITY INDEX F

64.16%

Shares701.3K

Event2026-03-31

Filed2026-05-01

IJH

ISHARES TR

1224.25%

Shares556.9K

Event2026-03-31

Filed2026-05-01

MICRON TECHNOLOGY INC

742.78%

Shares73.7K

Event2026-03-31

Filed2026-05-01

GLD

SPDR GOLD TR

2768.55%

Shares90.4K

Event2026-03-31

Filed2026-05-01

SCHR

SCHWAB STRATEGIC TR

54.41%

Shares1.3M

Event2026-03-31

Filed2026-05-01

PANW

PALO ALTO NETWORKS INC

207.54%

Shares166.6K

Event2026-03-31

Filed2026-05-01

COST

COSTCO WHOLESALE CORPORATION

137.87%

Shares30.1K

Event2026-03-31

Filed2026-05-01

ITA

ISHARES TR

1136.38%

Shares140.9K

Event2026-03-31

Filed2026-05-01

IWM

ISHARES TR

2303.82%

Shares106.3K

Event2026-03-31

Filed2026-05-01

USIG

ISHARES TR

128.21%

Shares548.1K

Event2026-03-31

Filed2026-05-01

GRNY

TIDAL TRUST I

New

Shares1.1M

Event2026-03-31

Filed2026-05-01

SPHY

SPDR SERIES TRUST

82.82%

Shares1.2M

Event2026-03-31

Filed2026-05-01

ORCL

ORACLE CORP

258.37%

Shares164.0K

Event2026-03-31

Filed2026-05-01

VEA

VANGUARD TAX-MANAGED FDS

47.86%

Shares398.3K

Event2026-03-31

Filed2026-05-01

OPBK

OP BANCORP

New

Shares1.8M

Event2026-03-31

Filed2026-05-01

MARVELL TECHNOLOGY INC

New

Shares163.9K

Event2026-03-31

Filed2026-05-01

IVW

ISHARES TR

58.81%

Shares198.7K

Event2026-03-31

Filed2026-05-01

VGIT

VANGUARD SCOTTSDALE FDS

1245.51%

Shares414.9K

Event2026-03-31

Filed2026-05-01

LAM RESEARCH CORP

56.89%

Shares98.6K

Event2026-03-31

Filed2026-05-01

TSLA

TESLA INC

251.85%

Shares64.4K

Event2026-03-31

Filed2026-05-01

IUSB

ISHARES TR

80.81%

Shares495.9K

Event2026-03-31

Filed2026-05-01

DYNF

BLACKROCK ETF TRUST

30.87%

Shares360.3K

Event2026-03-31

Filed2026-05-01

EEM

ISHARES TR

9367.85%

Shares363.1K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

117.23%

Shares71.6K

Event2026-03-31

Filed2026-05-01

IEMG

ISHARES INC

53.19%

Shares286.1K

Event2026-03-31

Filed2026-05-01

IVE

ISHARES TR

29.81%

Shares99.6K

Event2026-03-31

Filed2026-05-01

NOW

SERVICENOW INC

97.32%

Shares245.4K

Event2026-03-31

Filed2026-05-01

CGCP

CAPITAL GRP FIXED INCM ETF T

14.81%

Shares972.4K

Event2026-03-31

Filed2026-05-01

DFCF

DIMENSIONAL ETF TRUST

30.20%

Shares507.3K

Event2026-03-31

Filed2026-05-01

AFRM

AFFIRM HLDGS INC

New

Shares323.0K

Event2026-03-31

Filed2026-05-01

SPSM

SPDR SERIES TRUST

60.27%

Shares391.2K

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

239.38%

Shares90.1K

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD INDEX FDS

169.03%

Shares55.9K

Event2026-03-31

Filed2026-05-01

VISA INC

159.33%

Shares58.2K

Event2026-03-31

Filed2026-05-01

PULS

PGIM ETF TR

80.65%

Shares391.7K

Event2026-03-31

Filed2026-05-01

DFAI

DIMENSIONAL ETF TRUST

4.01%

Shares470.7K

Event2026-03-31

Filed2026-05-01

DFAC

DIMENSIONAL ETF TRUST

21.36%

Shares436.8K

Event2026-03-31

Filed2026-05-01

SNOW

SNOWFLAKE INC

395.30%

Shares123.0K

Event2026-03-31

Filed2026-05-01

AVUV

AMERICAN CENTY ETF TR

35.34%

Shares142.8K

Event2026-03-31

Filed2026-05-01

BAC

BANK AMERICA CORP

71.95%

Shares313.1K

Event2026-03-31

Filed2026-05-01

AGG

ISHARES TR

841.32%

Shares166.3K

Event2026-03-31

Filed2026-05-01

SOFI

SOFI TECHNOLOGIES INC

5982.74%

Shares1.0M

Event2026-03-31

Filed2026-05-01

CSCO

CISCO SYS INC

87.34%

Shares180.8K

Event2026-03-31

Filed2026-05-01

CVX

CHEVRON CORPORATION

99.25%

Shares83.4K

Event2026-03-31

Filed2026-05-01

EFV

ISHARES TR

48.77%

Shares208.2K

Event2026-03-31

Filed2026-05-01

XOM

EXXON MOBIL CORP

113.55%

Shares100.3K

Event2026-03-31

Filed2026-05-01

SCHC

SCHWAB STRATEGIC TR

59.18%

Shares314.5K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

23.38%

Shares53.2K

Event2026-03-31

Filed2026-05-01

FBTC

FIDELITY WISE ORIGIN BITCOIN

6152.94%

Shares226.2K

Event2026-03-31

Filed2026-05-01

VERIZON COMMUNICATIONS INC

105.21%

Shares316.4K

Event2026-03-31

Filed2026-05-01

LLY

ELI LILLY & CO

142.82%

Shares17.2K

Event2026-03-31

Filed2026-05-01

IEI

ISHARES TR

New

Shares121.6K

Event2026-03-31

Filed2026-05-01

QUAL

ISHARES TR

55.54%

Shares69.3K

Event2026-03-31

Filed2026-05-01

ACWX

ISHARES TR

891.88%

Shares196.2K

Event2026-03-31

Filed2026-05-01

LQD

ISHARES TR

2871.47%

Shares128.1K

Event2026-03-31

Filed2026-05-01

ARM

ARM HOLDINGS PLC

New

Shares67.9K

Event2026-03-31

Filed2026-05-01

BND

VANGUARD BD INDEX FDS

50.60%

Shares185.9K

Event2026-03-31

Filed2026-05-01

MASTERCARD INCORPORATED

116.42%

Shares25.9K

Event2026-03-31

Filed2026-05-01

PLTR

PALANTIR TECHNOLOGIES INC

142.58%

Shares98.1K

Event2026-03-31

Filed2026-05-01

IEFA

ISHARES TR

582.30%

Shares142.6K

Event2026-03-31

Filed2026-05-01

ABBV

ABBVIE INC

87.02%

Shares64.2K

Event2026-03-31

Filed2026-05-01

SCHO

SCHWAB STRATEGIC TR

3.44%

Shares534.4K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

66.06%

Shares27.2K

Event2026-03-31

Filed2026-05-01

WMT

WALMART INC

40.00%

Shares99.3K

Event2026-03-31

Filed2026-05-01

PHILIP MORRIS INTL INC

138.53%

Shares76.6K

Event2026-03-31

Filed2026-05-01

UBER

UBER TECHNOLOGIES INC

252.81%

Shares166.9K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

303.74%

Shares162.4K

Event2026-03-31

Filed2026-05-01

JPST

J P MORGAN EXCHANGE TRADED F

51.64%

Shares243.0K

Event2026-03-31

Filed2026-05-01

COCA COLA CO

166.91%

Shares154.3K

Event2026-03-31

Filed2026-05-01

INVESCO EXCHANGE TRADED FD T

1019.79%

Shares60.3K

Event2026-03-31

Filed2026-05-01

QCOM

QUALCOMM INC

151.49%

Shares75.9K

Event2026-03-31

Filed2026-05-01

STGW

STAGWELL INC

-0.99%

Shares1.7M

Event2026-03-31

Filed2026-05-01

BINC

BLACKROCK ETF TRUST II

232.87%

Shares221.4K

Event2026-03-31

Filed2026-05-01

JAAA

JANUS DETROIT STR TR

573.16%

Shares225.8K

Event2026-03-31

Filed2026-05-01

EWY

ISHARES INC

New

Shares74.1K

Event2026-03-31

Filed2026-05-01

IGV

ISHARES TR

New

Shares133.5K

Event2026-03-31

Filed2026-05-01

FBND

FIDELITY MERRIMACK STR TR

35.51%

Shares247.0K

Event2026-03-31

Filed2026-05-01

ARISTA NETWORKS INC

89.68%

Shares66.6K

Event2026-03-31

Filed2026-05-01

BIL

SPDR SERIES TRUST

105.22%

Shares122.1K

Event2026-03-31

Filed2026-05-01

MUB

ISHARES TR

58.93%

Shares104.2K

Event2026-03-31

Filed2026-05-01

SMH

VANECK ETF TRUST

New

Shares22.2K

Event2026-03-31

Filed2026-05-01

XLK

SELECT SECTOR SPDR TR

45.77%

Shares69.1K

Event2026-03-31

Filed2026-05-01

ATO

ATMOS ENERGY CORP

40.87%

Shares58.4K

Event2026-03-31

Filed2026-05-01

ASML

ASML HLDG NV

208.14%

Shares7.8K

Event2026-03-31

Filed2026-05-01

UNP

UNION PAC CORP

141.69%

Shares40.3K

Event2026-03-31

Filed2026-05-01

USMV

ISHARES TR

583.19%

Shares113.7K

Event2026-03-31

Filed2026-05-01

UNH

UNITEDHEALTH GROUP INC

132.62%

Shares28.7K

Event2026-03-31

Filed2026-05-01

CRWD

CROWDSTRIKE HLDGS INC

101.90%

Shares23.5K

Event2026-03-31

Filed2026-05-01

CMI

CUMMINS INC

43.55%

Shares16.4K

Event2026-03-31

Filed2026-05-01

VGT

VANGUARD WORLD FD

829.23%

Shares101.7K

Event2026-03-31

Filed2026-05-01

ISRG

INTUITIVE SURGICAL INC

127.51%

Shares23.0K

Event2026-03-31

Filed2026-05-01

FIX

COMFORT SYS USA INC

24.10%

Shares6.0K

Event2026-03-31

Filed2026-05-01

BAI

BLACKROCK ETF TRUST

71.02%

Shares248.8K

Event2026-03-31

Filed2026-05-01

VCIT

VANGUARD SCOTTSDALE FDS

30.71%

Shares124.8K

Event2026-03-31

Filed2026-05-01

HOME DEPOT INC

101.29%

Shares31.9K

Event2026-03-31

Filed2026-05-01

CME

CME GROUP INC

48.97%

Shares35.8K

Event2026-03-31

Filed2026-05-01

TLN

TALEN ENERGY CORP

New

Shares29.1K

Event2026-03-31

Filed2026-05-01

ISHARES GOLD TR

119.02%

Shares118.3K

Event2026-03-31

Filed2026-05-01

FTNT

FORTINET INC

90.02%

Shares117.1K

Event2026-03-31

Filed2026-05-01

PKG

PACKAGING CORP AMER

0.07%

Shares46.1K

Event2026-03-31

Filed2026-05-01

SCHA

SCHWAB STRATEGIC TR

1.14%

Shares313.4K

Event2026-03-31

Filed2026-05-01

DFAE

DIMENSIONAL ETF TRUST

7.22%

Shares265.9K

Event2026-03-31

Filed2026-05-01

VGLT

VANGUARD SCOTTSDALE FDS

56.48%

Shares180.2K

Event2026-03-31

Filed2026-05-01

PEP

PEPSICO INC

72.23%

Shares62.4K

Event2026-03-31

Filed2026-05-01

CGDV

CAPITAL GROUP DIVIDEND VALUE

188.48%

Shares210.5K

Event2026-03-31

Filed2026-05-01

RUN

SUNRUN INC

76.98%

Shares798.2K

Event2026-03-31

Filed2026-05-01

DIA

STATE STR SPDR DOW JONES IND

2144.12%

Shares19.5K

Event2026-03-31

Filed2026-05-01

QLTA

ISHARES TR

252.24%

Shares200.1K

Event2026-03-31

Filed2026-05-01

FREL

FIDELITY COVINGTON TRUST

49.42%

Shares329.7K

Event2026-03-31

Filed2026-05-01

SGOV

ISHARES TR

32.81%

Shares94.2K

Event2026-03-31

Filed2026-05-01

VRTX

VERTEX PHARMACEUTICALS INC

90.18%

Shares22.2K

Event2026-03-31

Filed2026-05-01

GOVT

ISHARES TR

-24.26%

Shares408.9K

Event2026-03-31

Filed2026-05-01

GEV

GE VERNOVA INC

63.55%

Shares8.7K

Event2026-03-31

Filed2026-05-01

IXUS

ISHARES TR

101.62%

Shares99.5K

Event2026-03-31

Filed2026-05-01

IBM

INTERNATIONAL BUSINESS MACHS

100.64%

Shares39.8K

Event2026-03-31

Filed2026-05-01

PVAL

PUTNAM ETF TRUST

New

Shares183.6K

Event2026-03-31

Filed2026-05-01

ABNB

AIRBNB INC

55.76%

Shares63.3K

Event2026-03-31

Filed2026-05-01

NFLX

NETFLIX INC.

125.52%

Shares95.9K

Event2026-03-31

Filed2026-05-01

ESS

ESSEX PPTY TR INC

58.74%

Shares33.2K

Event2026-03-31

Filed2026-05-01

THRO

BLACKROCK ETF TRUST

40.62%

Shares216.5K

Event2026-03-31

Filed2026-05-01

MCD

MCDONALDS CORP

80.12%

Shares30.1K

Event2026-03-31

Filed2026-05-01

MTUM

ISHARES TR

56.05%

Shares31.4K

Event2026-03-31

Filed2026-05-01

EFG

ISHARES TR

479.72%

Shares75.0K

Event2026-03-31

Filed2026-05-01

SUPER MICRO COMPUTER INC

New

Shares327.4K

Event2026-03-31

Filed2026-05-01

FNDF

SCHWAB STRATEGIC TR

-0.94%

Shares166.6K

Event2026-03-31

Filed2026-05-01

TLH

ISHARES TR

10.44%

Shares84.3K

Event2026-03-31

Filed2026-05-01

AXP

AMERICAN EXPRESS CO

118.90%

Shares26.4K

Event2026-03-31

Filed2026-05-01

KLAC

KLA CORP

New

Shares4.6K

Event2026-03-31

Filed2026-05-01

IWF

ISHARES TR

297.95%

Shares69.6K

Event2026-03-31

Filed2026-05-01

INTU

INTUIT

135.54%

Shares20.9K

Event2026-03-31

Filed2026-05-01

DIS

DISNEY WALT CO

77.35%

Shares80.7K

Event2026-03-31

Filed2026-05-01

CRM

SALESFORCE INC

114.51%

Shares45.1K

Event2026-03-31

Filed2026-05-01

ZTS

ZOETIS INC

116.21%

Shares71.6K

Event2026-03-31

Filed2026-05-01

VWOB

VANGUARD WHITEHALL FDS

52.78%

Shares121.7K

Event2026-03-31

Filed2026-05-01

CRDO

CREDO TECHNOLOGY GROUP HOLDI

1240.01%

Shares46.1K

Event2026-03-31

Filed2026-05-01

APD

AIR PRODUCTS AND CHEMICALS I

59.83%

Shares26.1K

Event2026-03-31

Filed2026-05-01

VTV

VANGUARD INDEX FDS

323.49%

Shares38.8K

Event2026-03-31

Filed2026-05-01

RTX

RTX CORPORATION

48.16%

Shares45.5K

Event2026-03-31

Filed2026-05-01

MEDTRONIC PLC

51.58%

Shares98.4K

Event2026-03-31

Filed2026-05-01

IJR

ISHARES TR

730.08%

Shares57.0K

Event2026-03-31

Filed2026-05-01

APP

APPLOVIN CORP

188.13%

Shares17.2K

Event2026-03-31

Filed2026-05-01

BUFB

INNOVATOR ETFS TRUST

9.49%

Shares199.1K

Event2026-03-31

Filed2026-05-01

ADP

AUTOMATIC DATA PROCESSING IN

110.86%

Shares35.0K

Event2026-03-31

Filed2026-05-01

LMT

LOCKHEED MARTIN CORP

86.23%

Shares14.7K

Event2026-03-31

Filed2026-05-01

SCHG

SCHWAB STRATEGIC TR

34.19%

Shares229.2K

Event2026-03-31

Filed2026-05-01

HQY

HEALTHEQUITY INC

0.13%

Shares90.6K

Event2026-03-31

Filed2026-05-01

AMGN

AMGEN INC

68.42%

Shares21.5K

Event2026-03-31

Filed2026-05-01

SOXX

ISHARES TR

New

Shares16.1K

Event2026-03-31

Filed2026-05-01

CLOA

BLACKROCK ETF TRUST II

1560.11%

Shares137.4K

Event2026-03-31

Filed2026-05-01

WASTE MGMT INC DEL

101.44%

Shares30.5K

Event2026-03-31

Filed2026-05-01

NEE

NEXTERA ENERGY INC

1277.21%

Shares74.4K

Event2026-03-31

Filed2026-05-01

MBB

ISHARES TR

81.18%

Shares73.4K

Event2026-03-31

Filed2026-05-01

BLACKSTONE INC

107.87%

Shares57.6K

Event2026-03-31

Filed2026-05-01

XHLF

BONDBLOXX ETF TRUST

0.24%

Shares135.8K

Event2026-03-31

Filed2026-05-01

EMR

EMERSON ELEC CO

44.09%

Shares48.7K

Event2026-03-31

Filed2026-05-01

IUSG

ISHARES TR

New

Shares37.5K

Event2026-03-31

Filed2026-05-01

DGRO

ISHARES TR

125.39%

Shares89.5K

Event2026-03-31

Filed2026-05-01

BLCR

BLACKROCK ETF TRUST

New

Shares137.3K

Event2026-03-31

Filed2026-05-01

MOELIS & CO

0.25%

Shares95.2K

Event2026-03-31

Filed2026-05-01

IEF

ISHARES TR

1467.25%

Shares65.7K

Event2026-03-31

Filed2026-05-01

ALTRIA GROUP INC

1427.10%

Shares91.2K

Event2026-03-31

Filed2026-05-01

SHOP

SHOPIFY INC

41.56%

Shares50.8K

Event2026-03-31

Filed2026-05-01

SPYM

SPDR SERIES TRUST

1078.65%

Shares72.3K

Event2026-03-31

Filed2026-05-01

VYM

VANGUARD WHITEHALL FDS

24.50%

Shares39.0K

Event2026-03-31

Filed2026-05-01

DFUS

DIMENSIONAL ETF TRUST

New

Shares76.9K

Event2026-03-31

Filed2026-05-01

CURTISS WRIGHT CORP

57.80%

Shares8.5K

Event2026-03-31

Filed2026-05-01

BKMC

BNY MELLON ETF TRUST

-76.23%

Shares50.5K

Event2026-03-31

Filed2026-05-01

SCHM

SCHWAB STRATEGIC TR

20.30%

Shares173.9K

Event2026-03-31

Filed2026-05-01

GOLDMAN SACHS GROUP INC

349.33%

Shares6.4K

Event2026-03-31

Filed2026-05-01

SCHD

SCHWAB STRATEGIC TR

-13.14%

Shares183.1K

Event2026-03-31

Filed2026-05-01

STRL

STERLING INFRASTRUCTURE INC

45.11%

Shares12.2K

Event2026-03-31

Filed2026-05-01

IGEB

ISHARES TR

1788.79%

Shares125.5K

Event2026-03-31

Filed2026-05-01

JEPI

J P MORGAN EXCHANGE TRADED F

58.11%

Shares97.4K

Event2026-03-31

Filed2026-05-01

BALI

BLACKROCK ETF TRUST

107.77%

Shares169.9K

Event2026-03-31

Filed2026-05-01

SCHF

SCHWAB STRATEGIC TR

35.13%

Shares212.6K

Event2026-03-31

Filed2026-05-01

DFSD

DIMENSIONAL ETF TRUST

38.45%

Shares114.1K

Event2026-03-31

Filed2026-05-01

CELESTICA INC

New

Shares14.3K

Event2026-03-31

Filed2026-05-01

DBEF

DBX ETF TR

-17.68%

Shares105.3K

Event2026-03-31

Filed2026-05-01

EATON CORP PLC

214.96%

Shares12.6K

Event2026-03-31

Filed2026-05-01

AMAT

APPLIED MATLS INC

198.32%

Shares13.5K

Event2026-03-31

Filed2026-05-01

NRG

NRG ENERGY INC

7.80%

Shares34.2K

Event2026-03-31

Filed2026-05-01

REALTY INCOME CORP

53.68%

Shares80.4K

Event2026-03-31

Filed2026-05-01

VTEB

VANGUARD MUN BD FDS

49.94%

Shares100.9K

Event2026-03-31

Filed2026-05-01

DFAR

DIMENSIONAL ETF TRUST

6.00%

Shares199.0K

Event2026-03-31

Filed2026-05-01

IMCG

ISHARES TR

33.16%

Shares58.3K

Event2026-03-31

Filed2026-05-01

SYK

STRYKER CORPORATION

26.40%

Shares15.5K

Event2026-03-31

Filed2026-05-01

MGV

VANGUARD WORLD FD

New

Shares32.4K

Event2026-03-31

Filed2026-05-01

IGRO

ISHARES TR

New

Shares56.8K

Event2026-03-31

Filed2026-05-01

IJK

ISHARES TR

1308.66%

Shares45.4K

Event2026-03-31

Filed2026-05-01

AVLV

AMERICAN CENTY ETF TR

139.85%

Shares56.7K

Event2026-03-31

Filed2026-05-01

TEM

TEMPUS AI INC

86.24%

Shares95.9K

Event2026-03-31

Filed2026-05-01

CITIGROUP INC

270.01%

Shares37.6K

Event2026-03-31

Filed2026-05-01

WFC

WELLS FARGO & CO

94.75%

Shares58.6K

Event2026-03-31

Filed2026-05-01

GE AEROSPACE

120.92%

Shares16.6K

Event2026-03-31

Filed2026-05-01

IAGG

ISHARES TR

59.41%

Shares93.7K

Event2026-03-31

Filed2026-05-01

SPIB

SPDR SERIES TRUST

New

Shares139.1K

Event2026-03-31

Filed2026-05-01

IDEF

BLACKROCK ETF TRUST

New

Shares141.1K

Event2026-03-31

Filed2026-05-01

TLT

ISHARES TR

279.71%

Shares51.9K

Event2026-03-31

Filed2026-05-01

CAT

CATERPILLAR INC

296.03%

Shares5.5K

Event2026-03-31

Filed2026-05-01

EMBJ

EMBRAER S.A.

36.80%

Shares72.8K

Event2026-03-31

Filed2026-05-01

SCHX

SCHWAB STRATEGIC TR

New

Shares156.0K

Event2026-03-31

Filed2026-05-01

PROCTER & GAMBLE CO

200.89%

Shares29.8K

Event2026-03-31

Filed2026-05-01

VUG

VANGUARD INDEX FDS

1672.36%

Shares52.7K

Event2026-03-31

Filed2026-05-01

VIG

VANGUARD SPECIALIZED FUNDS

-8.29%

Shares19.3K

Event2026-03-31

Filed2026-05-01

AVEM

AMERICAN CENTY ETF TR

88.38%

Shares48.4K

Event2026-03-31

Filed2026-05-01

AMCOR PLC

New

Shares114.5K

Event2026-03-31

Filed2026-05-01

VST

VISTRA CORP

29.07%

Shares27.5K

Event2026-03-31

Filed2026-05-01

OWL

BLUE OWL CAPITAL INC

86.28%

Shares456.5K

Event2026-03-31

Filed2026-05-01

NVT

NVENT ELEC PLC

52.70%

Shares29.4K

Event2026-03-31

Filed2026-05-01

IDEV

ISHARES TR

919.24%

Shares46.7K

Event2026-03-31

Filed2026-05-01

GENERAL DYNAMICS CORP

12.52%

Shares11.8K

Event2026-03-31

Filed2026-05-01

MUFG

MITSUBISHI UFJ FINANCIAL GRO

48.36%

Shares227.2K

Event2026-03-31

Filed2026-05-01

BBVA

BANCO BILBAO VIZCAYA ARGENTA

42.39%

Shares185.8K

Event2026-03-31

Filed2026-05-01

VIK

VIKING HOLDINGS LTD

0.70%

Shares50.1K

Event2026-03-31

Filed2026-05-01

WMB

WILLIAMS COS INC

490.88%

Shares53.6K

Event2026-03-31

Filed2026-05-01

VBR

VANGUARD INDEX FDS

8.22%

Shares17.0K

Event2026-03-31

Filed2026-05-01

GLW

CORNING INC

196.57%

Shares25.0K

Event2026-03-31

Filed2026-05-01

ARB

ALTSHARES TRUST

New

Shares127.9K

Event2026-03-31

Filed2026-05-01

CORO

BLACKROCK ETF TRUST

New

Shares111.0K

Event2026-03-31

Filed2026-05-01

LRGF

ISHARES TR

New

Shares52.6K

Event2026-03-31

Filed2026-05-01

IGSB

ISHARES TR

18.53%

Shares70.9K

Event2026-03-31

Filed2026-05-01

ITOT

ISHARES TR

New

Shares23.6K

Event2026-03-31

Filed2026-05-01

HOOD

ROBINHOOD MKTS INC

New

Shares51.5K

Event2026-03-31

Filed2026-05-01

TJX

TJX COS INC NEW

842.96%

Shares23.1K

Event2026-03-31

Filed2026-05-01

LMUB

ISHARES TR

New

Shares70.3K

Event2026-03-31

Filed2026-05-01

RMBS

RAMBUS INC DEL

75.75%

Shares31.3K

Event2026-03-31

Filed2026-05-01

FALN

ISHARES TR

-6.23%

Shares129.4K

Event2026-03-31

Filed2026-05-01

ICVT

ISHARES TR

New

Shares31.2K

Event2026-03-31

Filed2026-05-01

AT&T INC

602.95%

Shares134.1K

Event2026-03-31

Filed2026-05-01

GFI

GOLD FIELDS LTD

43.03%

Shares83.2K

Event2026-03-31

Filed2026-05-01

VXUS

VANGUARD STAR FDS

1123.97%

Shares42.1K

Event2026-03-31

Filed2026-05-01

PFE

PFIZER INC

866.38%

Shares127.7K

Event2026-03-31

Filed2026-05-01

SILA

SILA REALTY TRUST INC

40.86%

Shares120.3K

Event2026-03-31

Filed2026-05-01

PMAR

INNOVATOR ETFS TRUST

New

Shares71.1K

Event2026-03-31

Filed2026-05-01

ESGU

ISHARES TR

283.52%

Shares21.2K

Event2026-03-31

Filed2026-05-01

QQQM

INVESCO EXCH TRADED FD TR II

765.04%

Shares12.1K

Event2026-03-31

Filed2026-05-01

MORGAN STANLEY

201.03%

Shares17.6K

Event2026-03-31

Filed2026-05-01

BCS

BARCLAYS PLC

41.59%

Shares139.8K

Event2026-03-31

Filed2026-05-01

ENB

ENBRIDGE INC

68.91%

Shares59.1K

Event2026-03-31

Filed2026-05-01

LOW

LOWES COS INC

44.90%

Shares13.5K

Event2026-03-31

Filed2026-05-01

HDV

ISHARES TR

758.58%

Shares116.2K

Event2026-03-31

Filed2026-05-01

BOEING CO

163.10%

Shares14.0K

Event2026-03-31

Filed2026-05-01

QYLD

GLOBAL X FDS

New

Shares172.4K

Event2026-03-31

Filed2026-05-01

CYD

CHINA YUCHAI INTL LTD

41.22%

Shares76.4K

Event2026-03-31

Filed2026-05-01

SCHW

SCHWAB CHARLES CORP

555.16%

Shares33.6K

Event2026-03-31

Filed2026-05-01

BVN

COMPANIA DE MINAS BUENAVENTU

42.95%

Shares101.9K

Event2026-03-31

Filed2026-05-01

VMI

VALMONT INDS INC

47.47%

Shares6.2K

Event2026-03-31

Filed2026-05-01

MSI

MOTOROLA SOLUTIONS INC

New

Shares7.0K

Event2026-03-31

Filed2026-05-01

LINDE PLC

142.02%

Shares5.9K

Event2026-03-31

Filed2026-05-01

MERCK & CO INC

241.74%

Shares26.6K

Event2026-03-31

Filed2026-05-01

SPEM

SPDR INDEX SHS FDS

266.39%

Shares58.2K

Event2026-03-31

Filed2026-05-01

APH

AMPHENOL CORP

210.66%

Shares19.6K

Event2026-03-31

Filed2026-05-01

IWR

ISHARES TR

New

Shares28.4K

Event2026-03-31

Filed2026-05-01

CGGR

CAPITAL GROUP GROWTH ETF

251.99%

Shares65.6K

Event2026-03-31

Filed2026-05-01

VSS

VANGUARD INTL EQUITY INDEX F

58.81%

Shares18.7K

Event2026-03-31

Filed2026-05-01

SLYV

SPDR SERIES TRUST

-18.42%

Shares28.0K

Event2026-03-31

Filed2026-05-01

BSCQ

INVESCO EXCH TRD SLF IDX FD

New

Shares146.2K

Event2026-03-31

Filed2026-05-01

CMCSA

COMCAST CORP NEW

623.36%

Shares106.0K

Event2026-03-31

Filed2026-05-01

HMY

HARMONY GOLD MNG LTD

35.14%

Shares187.7K

Event2026-03-31

Filed2026-05-01

PAVE

GLOBAL X FDS

New

Shares50.6K

Event2026-03-31

Filed2026-05-01

JQUA

J P MORGAN EXCHANGE TRADED F

New

Shares42.2K

Event2026-03-31

Filed2026-05-01

EXR

EXTRA SPACE STORAGE INC

-1.95%

Shares19.7K

Event2026-03-31

Filed2026-05-01

XLF

SELECT SECTOR SPDR TR

229.65%

Shares53.0K

Event2026-03-31

Filed2026-05-01

VOOG

VANGUARD ADMIRAL FDS INC

New

Shares35.2K

Event2026-03-31

Filed2026-05-01

SCCO

SOUTHERN COPPER CORP

New

Shares16.1K

Event2026-03-31

Filed2026-05-01

FTAI AVIATION LTD

New

Shares12.7K

Event2026-03-31

Filed2026-05-01

VONG

VANGUARD SCOTTSDALE FDS

New

Shares22.0K

Event2026-03-31

Filed2026-05-01

PEN

PENUMBRA INC

71.99%

Shares8.3K

Event2026-03-31

Filed2026-05-01

MPWR

MONOLITHIC PWR SYS INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-01

CGUS

CAPITAL GROUP CORE EQUITY ET

588.09%

Shares63.4K

Event2026-03-31

Filed2026-05-01

AVDV

AMERICAN CENTY ETF TR

28.39%

Shares25.8K

Event2026-03-31

Filed2026-05-01

INTC

INTEL CORP

92.79%

Shares28.2K

Event2026-03-31

Filed2026-05-01

UBIQUITI INC

New

Shares2.8K

Event2026-03-31

Filed2026-05-01

MEDP

MEDPACE HLDGS INC

93.18%

Shares6.4K

Event2026-03-31

Filed2026-05-01

EMLC

VANECK ETF TRUST

156.05%

Shares104.1K

Event2026-03-31

Filed2026-05-01

AVDE

AMERICAN CENTY ETF TR

1152.47%

Shares30.1K

Event2026-03-31

Filed2026-05-01

VNQ

VANGUARD INDEX FDS

70.37%

Shares27.7K

Event2026-03-31

Filed2026-05-01

CVS

CVS HEALTH CORP

141.82%

Shares31.4K

Event2026-03-31

Filed2026-05-01

BALT

INNOVATOR ETFS TRUST

New

Shares77.3K

Event2026-03-31

Filed2026-05-01

TXN

TEXAS INSTRS INC

302.52%

Shares9.7K

Event2026-03-31

Filed2026-05-01

EFAV

ISHARES TR

New

Shares29.1K

Event2026-03-31

Filed2026-05-01

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares7.9K

Event2026-03-31

Filed2026-05-01

BJS WHSL CLUB HLDGS INC

58.70%

Shares28.6K

Event2026-03-31

Filed2026-05-01

TMUS

T-MOBILE US INC

New

Shares13.2K

Event2026-03-31

Filed2026-05-01

TPYP

TORTOISE CAPITAL SERIES TRUS

50.78%

Shares61.5K

Event2026-03-31

Filed2026-05-01

AHR

AMERICAN HEALTHCARE REIT INC

137.43%

Shares52.4K

Event2026-03-31

Filed2026-05-01

VRT

VERTIV HOLDINGS CO

New

Shares8.5K

Event2026-03-31

Filed2026-05-01

EUHY

ISHARES INC

New

Shares48.4K

Event2026-03-31

Filed2026-05-01

COP

CONOCOPHILLIPS

316.13%

Shares19.8K

Event2026-03-31

Filed2026-05-01

STERIS PLC

36.68%

Shares11.9K

Event2026-03-31

Filed2026-05-01

INVESCO EXCHANGE TRADED FD T

New

Shares50.4K

Event2026-03-31

Filed2026-05-01

SHYG

ISHARES TR

110.36%

Shares58.7K

Event2026-03-31

Filed2026-05-01

DASH

DOORDASH INC

38.81%

Shares14.7K

Event2026-03-31

Filed2026-05-01

ALL

ALLSTATE CORP

New

Shares11.7K

Event2026-03-31

Filed2026-05-01

TRV

TRAVELERS COMPANIES INC

994.27%

Shares8.2K

Event2026-03-31

Filed2026-05-01

ENTG

ENTEGRIS INC

60.65%

Shares16.6K

Event2026-03-31

Filed2026-05-01

RBRK

RUBRIK INC.

18.56%

Shares46.2K

Event2026-03-31

Filed2026-05-01

SMFG

SUMITOMO MITSUI FIN GRP INC

38.92%

Shares119.2K

Event2026-03-31

Filed2026-05-01

TDG

TRANSDIGM GROUP INC

3.10%

Shares2.2K

Event2026-03-31

Filed2026-05-01

INTF

ISHARES TR

New

Shares61.2K

Event2026-03-31

Filed2026-05-01

SBUX

STARBUCKS CORP

123.08%

Shares23.0K

Event2026-03-31

Filed2026-05-01

IUSV

ISHARES TR

193.94%

Shares22.6K

Event2026-03-31

Filed2026-05-01

GTO

INVESCO ACTIVELY MANAGED EXC

New

Shares51.5K

Event2026-03-31

Filed2026-05-01

CEMEX SA EURO MTN BE 144A

45.59%

Shares198.2K

Event2026-03-31

Filed2026-05-01

OEF

ISHARES TR

-75.05%

Shares6.8K

Event2026-03-31

Filed2026-05-01

BTI

BRITISH AMERN TOB PLC

70.50%

Shares41.6K

Event2026-03-31

Filed2026-05-01

BIV

VANGUARD BD INDEX FDS

162.54%

Shares31.0K

Event2026-03-31

Filed2026-05-01

SBSW

SIBANYE STILLWATER LTD

37.74%

Shares205.5K

Event2026-03-31

Filed2026-05-01

ASND

ASCENDIS PHARMA A/S

37.72%

Shares10.7K

Event2026-03-31

Filed2026-05-01

IBIT

ISHARES BITCOIN TRUST ETF

505.86%

Shares55.0K

Event2026-03-31

Filed2026-05-01

SNPS

SYNOPSYS INC

118.89%

Shares4.8K

Event2026-03-31

Filed2026-05-01

ORLY

OREILLY AUTOMOTIVE INC

6.98%

Shares25.4K

Event2026-03-31

Filed2026-05-01

CTAS

CINTAS CORP

New

Shares13.4K

Event2026-03-31

Filed2026-05-01

BUFZ

FIRST TR EXCHNG TRADED FD VI

New

Shares84.1K

Event2026-03-31

Filed2026-05-01

SPG

SIMON PPTY GROUP INC NEW

244.21%

Shares11.5K

Event2026-03-31

Filed2026-05-01

VIV

TELEFONICA BRASIL SA

41.20%

Shares150.6K

Event2026-03-31

Filed2026-05-01

COOPER COS INC

65.35%

Shares37.3K

Event2026-03-31

Filed2026-05-01

ADBE

ADOBE INC

-23.22%

Shares9.4K

Event2026-03-31

Filed2026-05-01

VIRT

VIRTU FINL INC

15.93%

Shares44.6K

Event2026-03-31

Filed2026-05-01

NVDL

GRANITESHARES ETF TR

43.28%

Shares21.7K

Event2026-03-31

Filed2026-05-01

VNET

VNET GROUP INC

37.85%

Shares268.7K

Event2026-03-31

Filed2026-05-01

SPYI

NEOS ETF TRUST

81.89%

Shares42.7K

Event2026-03-31

Filed2026-05-01

UNILEVER PLC

77.61%

Shares39.1K

Event2026-03-31

Filed2026-05-01

SPMB

SPDR SERIES TRUST

368.06%

Shares99.7K

Event2026-03-31

Filed2026-05-01

PJT

PJT PARTNERS INC

38.94%

Shares14.6K

Event2026-03-31

Filed2026-05-01

CELH

CELSIUS HLDGS INC

0.44%

Shares67.4K

Event2026-03-31

Filed2026-05-01

EWT

ISHARES INC

New

Shares25.2K

Event2026-03-31

Filed2026-05-01

ASTRAZENECA PLC

New

Shares11.9K

Event2026-03-31

Filed2026-05-01

SCHZ

SCHWAB STRATEGIC TR

5.29%

Shares94.7K

Event2026-03-31

Filed2026-05-01

TEVA

TEVA PHARMACEUTICAL INDS LTD

734.34%

Shares61.9K

Event2026-03-31

Filed2026-05-01

QTOP

ISHARES TR

New

Shares62.5K

Event2026-03-31

Filed2026-05-01

CRWV

COREWEAVE INC

364.36%

Shares19.0K

Event2026-03-31

Filed2026-05-01

FICO

FAIR ISAAC CORP

19.29%

Shares2.1K

Event2026-03-31

Filed2026-05-01

CRS

CARPENTER TECHNOLOGY CORP

New

Shares5.3K

Event2026-03-31

Filed2026-05-01

KEP

KOREA ELEC PWR CORP

43.97%

Shares146.2K

Event2026-03-31

Filed2026-05-01

FSK

FS KKR CAP CORP

94.96%

Shares200.8K

Event2026-03-31

Filed2026-05-01

TER

TERADYNE INC

New

Shares7.0K

Event2026-03-31

Filed2026-05-01

EDGI

ADVISORS INNER CIRCLE FD II

22.52%

Shares72.0K

Event2026-03-31

Filed2026-05-01

KNSL

KINSALE CAP GROUP INC

225.79%

Shares6.4K

Event2026-03-31

Filed2026-05-01

SAP

SAP SE

0.36%

Shares12.4K

Event2026-03-31

Filed2026-05-01

XLU

SELECT SECTOR SPDR TR

108.56%

Shares45.6K

Event2026-03-31

Filed2026-05-01

OKTA

OKTA INC

New

Shares27.3K

Event2026-03-31

Filed2026-05-01

OUTFRONT MEDIA INC

New

Shares68.0K

Event2026-03-31

Filed2026-05-01

IWD

ISHARES TR

22.33%

Shares9.1K

Event2026-03-31

Filed2026-05-01

VEEV

VEEVA SYS INC

4.70%

Shares13.1K

Event2026-03-31

Filed2026-05-01

ESLT

ELBIT SYS LTD

New

Shares2.5K

Event2026-03-31

Filed2026-05-01

SLV

ISHARES SILVER TR

512.90%

Shares31.2K

Event2026-03-31

Filed2026-05-01

ABT

ABBOTT LABORATORIES

106.86%

Shares22.2K

Event2026-03-31

Filed2026-05-01

FUTU

FUTU HLDGS LTD

39.16%

Shares13.2K

Event2026-03-31

Filed2026-05-01

XCEM

COLUMBIA ETF TR II

New

Shares43.5K

Event2026-03-31

Filed2026-05-01

XLE

SELECT SECTOR SPDR TR

New

Shares34.1K

Event2026-03-31

Filed2026-05-01

IYW

ISHARES TR

46.07%

Shares9.3K

Event2026-03-31

Filed2026-05-01

IGM

ISHARES TR

New

Shares14.2K

Event2026-03-31

Filed2026-05-01

LECO

LINCOLN ELEC HLDGS INC

61.01%

Shares7.8K

Event2026-03-31

Filed2026-05-01

BUFR

FIRST TR EXCHNG TRADED FD VI

New

Shares56.1K

Event2026-03-31

Filed2026-05-01

VTEC

VANGUARD CALIF TAX FREE FDS

New

Shares19.9K

Event2026-03-31

Filed2026-05-01

SJNK

SPDR SERIES TRUST

New

Shares79.3K

Event2026-03-31

Filed2026-05-01

BNDX

VANGUARD CHARLOTTE FDS

27.83%

Shares41.5K

Event2026-03-31

Filed2026-05-01

TOTALENERGIES SE

34.30%

Shares21.6K

Event2026-03-31

Filed2026-05-01

HALO

HALOZYME THERAPEUTICS INC

49.07%

Shares31.5K

Event2026-03-31

Filed2026-05-01

IMCV

ISHARES TR

New

Shares22.5K

Event2026-03-31

Filed2026-05-01

BOOT

BOOT BARN HLDGS INC

120.66%

Shares11.8K

Event2026-03-31

Filed2026-05-01

RCL

ROYAL CARIBBEAN GROUP

New

Shares7.7K

Event2026-03-31

Filed2026-05-01

RRC

RANGE RES CORP

56.84%

Shares44.9K

Event2026-03-31

Filed2026-05-01

ELF

E L F BEAUTY INC

41.04%

Shares31.7K

Event2026-03-31

Filed2026-05-01

WDC

WESTERN DIGITAL CORP

New

Shares4.7K

Event2026-03-31

Filed2026-05-01

TDY

TELEDYNE TECHNOLOGIES INC

24.15%

Shares3.1K

Event2026-03-31

Filed2026-05-01

EWU

ISHARES TR

New

Shares41.7K

Event2026-03-31

Filed2026-05-01

BOCT

INNOVATOR ETFS TRUST

New

Shares37.5K

Event2026-03-31

Filed2026-05-01

OHI

OMEGA HEALTHCARE INVS INC

New

Shares40.9K

Event2026-03-31

Filed2026-05-01

BMY

BRISTOL-MYERS SQUIBB CO

191.61%

Shares33.1K

Event2026-03-31

Filed2026-05-01

JEPQ

J P MORGAN EXCHANGE TRADED F

72.08%

Shares32.3K

Event2026-03-31

Filed2026-05-01

BLOOM ENERGY CORP

New

Shares6.6K

Event2026-03-31

Filed2026-05-01

RYAAY

RYANAIR HOLDINGS PLC

46.38%

Shares35.0K

Event2026-03-31

Filed2026-05-01

ABVX

ABIVAX SA

470.29%

Shares17.7K

Event2026-03-31

Filed2026-05-01

JKHY

HENRY JACK & ASSOC INC

167.30%

Shares12.3K

Event2026-03-31

Filed2026-05-01

OKE

ONEOK INC NEW

New

Shares21.1K

Event2026-03-31

Filed2026-05-01

NET

CLOUDFLARE INC

51.26%

Shares8.8K

Event2026-03-31

Filed2026-05-01

HWKN

HAWKINS INC

50.32%

Shares11.4K

Event2026-03-31

Filed2026-05-01

HIMU

BLACKROCK ETF TRUST II

-17.52%

Shares38.1K

Event2026-03-31

Filed2026-05-01

NOVT

NOVANTA INC

New

Shares15.2K

Event2026-03-31

Filed2026-05-01

IWB

ISHARES TR

155.35%

Shares4.7K

Event2026-03-31

Filed2026-05-01

PGR

PROGRESSIVE CORP

429.54%

Shares9.0K

Event2026-03-31

Filed2026-05-01

GSLC

GOLDMAN SACHS ETF TR

New

Shares13.3K

Event2026-03-31

Filed2026-05-01

ANGX

ANGEL STUDIOS INC

5.96%

Shares703.1K

Event2026-03-31

Filed2026-05-01

QQQI

NEOS ETF TRUST

92.61%

Shares33.2K

Event2026-03-31

Filed2026-05-01

CSX

CSX CORP

181.51%

Shares40.0K

Event2026-03-31

Filed2026-05-01

HON

HONEYWELL INTL INC

193.83%

Shares8.5K

Event2026-03-31

Filed2026-05-01

VTIP

VANGUARD MALVERN FDS

2.26%

Shares35.4K

Event2026-03-31

Filed2026-05-01

PBH

PRESTIGE CONSMR HEALTHCARE I

88.92%

Shares31.6K

Event2026-03-31

Filed2026-05-01

CASY

CASEYS GEN STORES INC

65.76%

Shares2.3K

Event2026-03-31

Filed2026-05-01

BLACKROCK INC

253.96%

Shares1.7K

Event2026-03-31

Filed2026-05-01

EWZ

ISHARES INC

New

Shares45.4K

Event2026-03-31

Filed2026-05-01

CGCB

CAPITAL GRP FIXED INCM ETF T

New

Shares65.9K

Event2026-03-31

Filed2026-05-01

FCX

FREEPORT MCMORAN INC

110.94%

Shares30.3K

Event2026-03-31

Filed2026-05-01

JCPB

J P MORGAN EXCHANGE TRADED F

324.69%

Shares36.7K

Event2026-03-31

Filed2026-05-01

UPS

UNITED PARCEL SVCS INC

245.41%

Shares16.1K

Event2026-03-31

Filed2026-05-01

SBRA

SABRA HEALTH CARE REIT INC

New

Shares84.5K

Event2026-03-31

Filed2026-05-01

CRH PLC

47.01%

Shares15.1K

Event2026-03-31

Filed2026-05-01

UFPT

UFP TECHNOLOGIES INC

109.38%

Shares9.2K

Event2026-03-31

Filed2026-05-01

AER

AERCAP HOLDINGS NV

New

Shares12.2K

Event2026-03-31

Filed2026-05-01

TRANE TECHNOLOGIES PLC

New

Shares3.5K

Event2026-03-31

Filed2026-05-01

PTC

PTC INC

48.79%

Shares12.2K

Event2026-03-31

Filed2026-05-01

ENERGY TRANSFER L P

New

Shares84.9K

Event2026-03-31

Filed2026-05-01

OTF

BLUE OWL TECHNOLOGY FIN CORP

871.89%

Shares155.7K

Event2026-03-31

Filed2026-05-01

SPHQ

INVESCO EXCHANGE TRADED FD T

87.75%

Shares20.9K

Event2026-03-31

Filed2026-05-01

POOL

POOL CORP

48.62%

Shares8.0K

Event2026-03-31

Filed2026-05-01

AEM

AGNICO EAGLE MINES LTD

182.99%

Shares9.1K

Event2026-03-31

Filed2026-05-01

BSCR

INVESCO EXCH TRD SLF IDX FD

New

Shares85.0K

Event2026-03-31

Filed2026-05-01

KRMN

KARMAN HLDGS INC

104.95%

Shares25.2K

Event2026-03-31

Filed2026-05-01

DFAS

DIMENSIONAL ETF TRUST

New

Shares21.8K

Event2026-03-31

Filed2026-05-01

ROST

ROSS STORES INC

417.65%

Shares7.3K

Event2026-03-31

Filed2026-05-01

COF

CAPITAL ONE FINL CORP

409.92%

Shares8.6K

Event2026-03-31

Filed2026-05-01

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares2.5K

Event2026-03-31

Filed2026-05-01

BUFF

INNOVATOR ETFS TRUST

-3.21%

Shares31.3K

Event2026-03-31

Filed2026-05-01

OXY

OCCIDENTAL PETE CORP

108.82%

Shares26.5K

Event2026-03-31

Filed2026-05-01

KNTK

KINETIK HOLDINGS INC

New

Shares32.5K

Event2026-03-31

Filed2026-05-01

SONY

SONY GROUP CORP

20.42%

Shares81.4K

Event2026-03-31

Filed2026-05-01

URI

UNITED RENTALS INC

New

Shares1.7K

Event2026-03-31

Filed2026-05-01

FND

FLOOR & DECOR HLDGS INC

215.40%

Shares33.5K

Event2026-03-31

Filed2026-05-01

MPW

MEDICAL PROPERTIES TRUST INC

New

Shares310.7K

Event2026-03-31

Filed2026-05-01

BABA

ALIBABA GROUP HLDG LTD

365.75%

Shares12.2K

Event2026-03-31

Filed2026-05-01

DFUV

DIMENSIONAL ETF TRUST

New

Shares31.1K

Event2026-03-31

Filed2026-05-01

HYGW

ISHARES TR

67.27%

Shares54.3K

Event2026-03-31

Filed2026-05-01

IFRA

ISHARES TR

New

Shares26.3K

Event2026-03-31

Filed2026-05-01

RMD

RESMED INC

New

Shares7.5K

Event2026-03-31

Filed2026-05-01

DEERE & CO

New

Shares2.8K

Event2026-03-31

Filed2026-05-01

BBUS

J P MORGAN EXCHANGE TRADED F

-21.65%

Shares12.3K

Event2026-03-31

Filed2026-05-01

BXSL

BLACKSTONE SECD LENDING FD

12.68%

Shares65.6K

Event2026-03-31

Filed2026-05-01

OLLI

OLLIES BARGAIN OUTLET HLDGS

48.53%

Shares18.3K

Event2026-03-31

Filed2026-05-01

DOW

DOW HLDGS INC

New

Shares39.4K

Event2026-03-31

Filed2026-05-01

PFEB

INNOVATOR ETFS TRUST

New

Shares36.9K

Event2026-03-31

Filed2026-05-01

SPMO

INVESCO EXCH TRADED FD TR II

401.02%

Shares11.8K

Event2026-03-31

Filed2026-05-01

RGEN

REPLIGEN CORP

56.81%

Shares13.6K

Event2026-03-31

Filed2026-05-01

LHX

L3HARRIS TECHNOLOGIES INC

282.20%

Shares4.8K

Event2026-03-31

Filed2026-05-01

BAC-PL

BANK AMERICA CORP

New

Shares1.2K

Event2026-03-31

Filed2026-05-01

STWD

STARWOOD PPTY TR INC

New

Shares84.4K

Event2026-03-31

Filed2026-05-01

NEM

NEWMONT CORP

New

Shares14.0K

Event2026-03-31

Filed2026-05-01

WRB

BERKLEY W R CORP

28.57%

Shares22.4K

Event2026-03-31

Filed2026-05-01

VEON LTD

42.98%

Shares30.5K

Event2026-03-31

Filed2026-05-01

AON PLC

148.34%

Shares4.6K

Event2026-03-31

Filed2026-05-01

MUU

DIREXION SHARES ETF TRUST

New

Shares5.5K

Event2026-03-31

Filed2026-05-01

ADI

ANALOG DEVICES INC

New

Shares3.8K

Event2026-03-31

Filed2026-05-01

WPC

WP CAREY INC

New

Shares20.6K

Event2026-03-31

Filed2026-05-01

AEGON LTD

21.30%

Shares184.7K

Event2026-03-31

Filed2026-05-01

COWZ

PACER FDS TR

New

Shares23.5K

Event2026-03-31

Filed2026-05-01

ARGX

ARGENX SE

590.11%

Shares1.9K

Event2026-03-31

Filed2026-05-01

TSCO

TRACTOR SUPPLY CO

48.68%

Shares42.0K

Event2026-03-31

Filed2026-05-01

AMT

AMERICAN TOWER CORP

179.86%

Shares8.2K

Event2026-03-31

Filed2026-05-01

ACCENTURE PLC IRELAND

-52.46%

Shares8.1K

Event2026-03-31

Filed2026-05-01

MGK

VANGUARD WORLD FD

New

Shares17.3K

Event2026-03-31

Filed2026-05-01

LTC

LTC PPTYS INC

New

Shares37.9K

Event2026-03-31

Filed2026-05-01

DXPE

DXP ENTERPRISES INC

New

Shares8.8K

Event2026-03-31

Filed2026-05-01

DUKE ENERGY CORP NEW

173.26%

Shares11.4K

Event2026-03-31

Filed2026-05-01

IHDG

WISDOMTREE TR

65.53%

Shares29.4K

Event2026-03-31

Filed2026-05-01

SCHB

SCHWAB STRATEGIC TR

33.06%

Shares52.4K

Event2026-03-31

Filed2026-05-01

MSIF

MSC INCOME FUND INC

New

Shares114.4K

Event2026-03-31

Filed2026-05-01

JULW

AIM ETF PRODUCTS TRUST

New

Shares35.1K

Event2026-03-31

Filed2026-05-01

GILD

GILEAD SCIENCES INC

87.40%

Shares10.9K

Event2026-03-31

Filed2026-05-01

CION

CION INVT CORP

39.91%

Shares186.5K

Event2026-03-31

Filed2026-05-01

KMI

KINDER MORGAN INC DEL

New

Shares43.6K

Event2026-03-31

Filed2026-05-01

DOMINION ENERGY INC

New

Shares22.1K

Event2026-03-31

Filed2026-05-01

EDGH

ADVISORS INNER CIRCLE FD II

-9.80%

Shares39.8K

Event2026-03-31

Filed2026-05-01

PECO

PHILLIPS EDISON & CO INC

4.50%

Shares34.6K

Event2026-03-31

Filed2026-05-01

BROOKFIELD RENEWABLE CORP

New

Shares38.9K

Event2026-03-31

Filed2026-05-01

SAIA

SAIA INC

26.29%

Shares3.2K

Event2026-03-31

Filed2026-05-01

SPSB

SPDR SERIES TRUST

New

Shares45.3K

Event2026-03-31

Filed2026-05-01

LVHI

LEGG MASON ETF INVT

New

Shares33.7K

Event2026-03-31

Filed2026-05-01

CPRT

COPART INC

59.56%

Shares40.7K

Event2026-03-31

Filed2026-05-01

ALLE

ALLEGION PLC

36.78%

Shares9.9K

Event2026-03-31

Filed2026-05-01

ANNALY CAPITAL MANAGEMENT IN

New

Shares60.0K

Event2026-03-31

Filed2026-05-01

PSX

PHILLIPS 66

New

Shares7.8K

Event2026-03-31

Filed2026-05-01

TRNO

TERRENO RLTY CORP

51.86%

Shares20.7K

Event2026-03-31

Filed2026-05-01

HYLB

DBX ETF TR

New

Shares36.5K

Event2026-03-31

Filed2026-05-01

OBDC

BLUE OWL CAPITAL CORPORATION

37.55%

Shares118.4K

Event2026-03-31

Filed2026-05-01

BA-PA

BOEING CO

New

Shares18.5K

Event2026-03-31

Filed2026-05-01

INVESCO EXCH TRADED FD TR II

New

Shares17.9K

Event2026-03-31

Filed2026-05-01

Call Option Holdings

NVDA Call CallNVIDIA CORPORATION800.0K sharesnew addition2026-03-312026-05-01

ALPHABET INC Call CallALPHABET INC10.0K sharesnew addition2026-03-312026-05-01

AMZN Call CallAMAZON COM INC10.0K sharesnew addition2026-03-312026-05-01

SPY Call CallSTATE STR SPDR S&P 500 ETF T300 sharesnew addition2026-03-312026-05-01

ASML Call CallASML HLDG NV100 sharesnew addition2026-03-312026-05-01

GS Call CallGOLDMAN SACHS GROUP INC100 sharesnew addition2026-03-312026-05-01

MSFT Call CallMICROSOFT CORP100 sharesnew addition2026-03-312026-05-01

VRTX Call CallVERTEX PHARMACEUTICALS INC100 sharesnew addition2026-03-312026-05-01

INTU Call CallINTUIT100 sharesnew addition2026-03-312026-05-01

AMGN Call CallAMGEN INC100 sharesnew addition2026-03-312026-05-01

ESS Call CallESSEX PPTY TR INC100 sharesnew addition2026-03-312026-05-01

UNP Call CallUNION PAC CORP100 sharesnew addition2026-03-312026-05-01

ADBE Call CallADOBE INC100 sharesnew addition2026-03-312026-05-01

ABBV Call CallABBVIE INC100 sharesnew addition2026-03-312026-05-01

CVX Call CallCHEVRON CORPORATION100 sharesnew addition2026-03-312026-05-01

PANW Call CallPALO ALTO NETWORKS INC100 sharesnew addition2026-03-312026-05-01

BLACKSTONE INC Call CallBLACKSTONE INC100 sharesnew addition2026-03-312026-05-01

ZTS Call CallZOETIS INC100 sharesnew addition2026-03-312026-05-01

NKE Call CallNIKE INC200 sharesnew addition2026-03-312026-05-01

T Call CallAT&T INC100 sharesnew addition2026-03-312026-05-01

PINS Call CallPINTEREST INC100 sharesnew addition2026-03-312026-05-01

F Call CallFORD MTR CO100 sharesnew addition2026-03-312026-05-01

NVDA Call

NVIDIA CORPORATION

New

Shares800.0K

Event2026-03-31

Filed2026-05-01

ALPHABET INC Call

ALPHABET INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-01

AMZN Call

AMAZON COM INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-01

SPY Call

STATE STR SPDR S&P 500 ETF T

New

Shares300

Event2026-03-31

Filed2026-05-01

ASML Call

ASML HLDG NV

New

Shares100

Event2026-03-31

Filed2026-05-01

GS Call

GOLDMAN SACHS GROUP INC

New

Shares100

Event2026-03-31

Filed2026-05-01

MSFT Call

MICROSOFT CORP

New

Shares100

Event2026-03-31

Filed2026-05-01

VRTX Call

VERTEX PHARMACEUTICALS INC

New

Shares100

Event2026-03-31

Filed2026-05-01

INTU Call

INTUIT

New

Shares100

Event2026-03-31

Filed2026-05-01

AMGN Call

AMGEN INC

New

Shares100

Event2026-03-31

Filed2026-05-01

ESS Call

ESSEX PPTY TR INC

New

Shares100

Event2026-03-31

Filed2026-05-01

UNP Call

UNION PAC CORP

New

Shares100

Event2026-03-31

Filed2026-05-01

ADBE Call

ADOBE INC

New

Shares100

Event2026-03-31

Filed2026-05-01

ABBV Call

ABBVIE INC

New

Shares100

Event2026-03-31

Filed2026-05-01

CVX Call

CHEVRON CORPORATION

New

Shares100

Event2026-03-31

Filed2026-05-01

PANW Call

PALO ALTO NETWORKS INC

New

Shares100

Event2026-03-31

Filed2026-05-01

BLACKSTONE INC Call

BLACKSTONE INC

New

Shares100

Event2026-03-31

Filed2026-05-01

ZTS Call

ZOETIS INC

New

Shares100

Event2026-03-31

Filed2026-05-01

NKE Call

NIKE INC

New

Shares200

Event2026-03-31

Filed2026-05-01

T Call

AT&T INC

New

Shares100

Event2026-03-31

Filed2026-05-01

PINS Call

PINTEREST INC

New

Shares100

Event2026-03-31

Filed2026-05-01

F Call

FORD MTR CO

New

Shares100

Event2026-03-31

Filed2026-05-01

Put Option Holdings

BROADCOM INC Put PutBROADCOM INC600.0K sharesnew addition2026-03-312026-05-01

MSI Put PutMOTOROLA SOLUTIONS INC150.0K sharesnew addition2026-03-312026-05-01

SPY Put PutSTATE STR SPDR S&P 500 ETF T300 sharesnew addition2026-03-312026-05-01

MSFT Put PutMICROSOFT CORP200 sharesnew addition2026-03-312026-05-01

INVESCO QQQ TR Put PutINVESCO QQQ TR100 sharesnew addition2026-03-312026-05-01

ADBE Put PutADOBE INC200 sharesnew addition2026-03-312026-05-01

CRM Put PutSALESFORCE INC200 sharesnew addition2026-03-312026-05-01

ALPHABET INC Put PutALPHABET INC100 sharesnew addition2026-03-312026-05-01

AAPL Put PutAPPLE INC100 sharesnew addition2026-03-312026-05-01

CCJ Put PutCAMECO CORP200 sharesnew addition2026-03-312026-05-01

NVDA Put PutNVIDIA CORPORATION100 sharesnew addition2026-03-312026-05-01

BLACKSTONE INC Put PutBLACKSTONE INC100 sharesnew addition2026-03-312026-05-01

UPS Put PutUNITED PARCEL SVCS INC100 sharesnew addition2026-03-312026-05-01

NKE Put PutNIKE INC100 sharesnew addition2026-03-312026-05-01

PINS Put PutPINTEREST INC100 sharesnew addition2026-03-312026-05-01

BROADCOM INC Put

BROADCOM INC

New

Shares600.0K

Event2026-03-31

Filed2026-05-01

MSI Put

MOTOROLA SOLUTIONS INC

New

Shares150.0K

Event2026-03-31

Filed2026-05-01

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares300

Event2026-03-31

Filed2026-05-01

MSFT Put

MICROSOFT CORP

New

Shares200

Event2026-03-31

Filed2026-05-01

INVESCO QQQ TR Put

INVESCO QQQ TR

New

Shares100

Event2026-03-31

Filed2026-05-01

ADBE Put

ADOBE INC

New

Shares200

Event2026-03-31

Filed2026-05-01

CRM Put

SALESFORCE INC

New

Shares200

Event2026-03-31

Filed2026-05-01

ALPHABET INC Put

ALPHABET INC

New

Shares100

Event2026-03-31

Filed2026-05-01

AAPL Put

APPLE INC

New

Shares100

Event2026-03-31

Filed2026-05-01

CCJ Put

CAMECO CORP

New

Shares200

Event2026-03-31

Filed2026-05-01

NVDA Put

NVIDIA CORPORATION

New

Shares100

Event2026-03-31

Filed2026-05-01

BLACKSTONE INC Put

BLACKSTONE INC

New

Shares100

Event2026-03-31

Filed2026-05-01

UPS Put

UNITED PARCEL SVCS INC

New

Shares100

Event2026-03-31

Filed2026-05-01

NKE Put

NIKE INC

New

Shares100

Event2026-03-31

Filed2026-05-01

PINS Put

PINTEREST INC

New

Shares100

Event2026-03-31

Filed2026-05-01