Sponsored
The Analysis of Dorsey & Whitney Trust CO LLC's Holdings & P&L
Currently, Dorsey & Whitney Trust CO LLC holds 710 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in IFRA (+51.2K shares, valued at $2.9M), BND (+33.8K shares, valued at $2.5M), AMP (+5.2K shares, valued at $2.3M); decreased their positions in SOLV (-92.2K shares, valued at $6.0M), VOYG (-197.8K shares, valued at $4.6M), JNJ (-10.9K shares, valued at $2.7M); initiated new positions in IFRA (+51.2K shares, valued at $2.9M), N/A (+11.6K shares, valued at $2.3M), VSGX (+22.3K shares, valued at $1.6M).
1M P&L
+21.1M+1.14%
3M P&L
-102.6M-5.21%
HY P&L
-9.2M-0.49%
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/A566.1M
33.2%
2Semiconductors126.3M
7.4%
3Software - Infrastructure100.6M
5.9%
Top Industries by Stock Count
1N/A190 stocks
29.2%
2Software - Application24 stocks
3.7%
3Semiconductors16 stocks
2.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
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Invesco S&P 500 Equal Weight ETF Invesco S&P 500 Equal Weight ETF52.3K shares-0.31%2026-03-312026-05-14
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JPMorgan BetaBuilders Canada ETF JPMorgan BetaBuilders Canada ETF44.7K shares-0.68%2026-03-312026-05-14
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund24.0K shares-11.11%2026-03-312026-05-14
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XLC State Street Communication Services Select Sector SPDR ETF10.1K shares-8.26%2026-03-312026-05-14
Sponsored
Sponsored
JPMorgan BetaBuilders Japan ETF JPMorgan BetaBuilders Japan ETF14.9K shares-0.61%2026-03-312026-05-14
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Goldman Sachs Access Municipal Bond ETF Goldman Sachs Access Municipal Bond ETF13.5K shares-9.03%2026-03-312026-05-14
Sponsored
Seagate Technology Holdings PLC Seagate Technology Holdings PLC1.7K shares15.97%2026-03-312026-05-14
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Sunbelt Rentals Holdings Inc Sunbelt Rentals Holdings Inc7.9K sharesnew addition2026-03-312026-05-14
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NVDA
-2.08%NVIDIA Corp
Shares453.4K
Event2026-03-31
Filed2026-05-14
MSFT
3.34%Microsoft Corp
Shares175.2K
Event2026-03-31
Filed2026-05-14
AAPL
-0.38%Apple Inc
Shares216.4K
Event2026-03-31
Filed2026-05-14
Alphabet Inc
-3.16%Alphabet Inc
Shares149.6K
Event2026-03-31
Filed2026-05-14
AMZN
0.53%Amazon.com Inc
Shares203.7K
Event2026-03-31
Filed2026-05-14
OEF
-0.14%iShares S&P 100 ETF
Shares124.5K
Event2026-03-31
Filed2026-05-14
IVV
-5.40%iShares Core S&P 500 ETF
Shares60.5K
Event2026-03-31
Filed2026-05-14
SPY
-0.64%State Street SPDR S&P 500 ETF Trust
Shares54.0K
Event2026-03-31
Filed2026-05-14
LLY
-2.08%Eli Lilly & Co
Shares31.2K
Event2026-03-31
Filed2026-05-14
JPM
-1.42%JPMorgan Chase & Co
Shares97.4K
Event2026-03-31
Filed2026-05-14
Alphabet Inc
1.21%Alphabet Inc
Shares91.4K
Event2026-03-31
Filed2026-05-14
PCAR
0.05%PACCAR Inc
Shares220.2K
Event2026-03-31
Filed2026-05-14
VTI
3.08%Vanguard Total Stock Market ETF
Shares68.2K
Event2026-03-31
Filed2026-05-14
JNJ
-11.39%Johnson & Johnson
Shares84.6K
Event2026-03-31
Filed2026-05-14
VOYG
-18.75%Voyager Technologies Inc
Shares857.3K
Event2026-03-31
Filed2026-05-14
V
0.81%Visa Inc
Shares65.8K
Event2026-03-31
Filed2026-05-14
IWF
-3.01%iShares Russell 1000 Growth ETF
Shares45.2K
Event2026-03-31
Filed2026-05-14
Vanguard S&P 500 ETF
3.15%Vanguard S&P 500 ETF
Shares30.1K
Event2026-03-31
Filed2026-05-14
GGG
-0.58%Graco Inc
Shares209.5K
Event2026-03-31
Filed2026-05-14
META
10.27%Meta Platforms Inc
Shares29.6K
Event2026-03-31
Filed2026-05-14
HD
-0.98%Home Depot Inc/The
Shares46.3K
Event2026-03-31
Filed2026-05-14
VOTE
-1.28%Engine NO. 1 Transform 500 ETF
Shares187.0K
Event2026-03-31
Filed2026-05-14
VGT
-2.88%Vanguard Information Technology ETF
Shares20.3K
Event2026-03-31
Filed2026-05-14
FAST
-3.50%Fastenal Co
Shares303.8K
Event2026-03-31
Filed2026-05-14
ECL
-0.58%Ecolab Inc
Shares52.1K
Event2026-03-31
Filed2026-05-14
Broadcom INC
4.77%Broadcom INC
Shares39.5K
Event2026-03-31
Filed2026-05-14
LFUS
-8.34%Littelfuse Inc
Shares35.8K
Event2026-03-31
Filed2026-05-14
ACWI
-2.08%iShares MSCI ACWI ETF
Shares87.7K
Event2026-03-31
Filed2026-05-14
Berkshire Hathaway Inc
1.70%Berkshire Hathaway Inc
Shares25.0K
Event2026-03-31
Filed2026-05-14
VEA
0.50%Vanguard FTSE Developed Markets ETF
Shares185.6K
Event2026-03-31
Filed2026-05-14
TTC
-0.18%Toro Co/The
Shares126.4K
Event2026-03-31
Filed2026-05-14
MSI
13.07%Motorola Solutions Inc
Shares26.7K
Event2026-03-31
Filed2026-05-14
IEMG
3.61%iShares Core MSCI Emerging Markets ETF
Shares163.3K
Event2026-03-31
Filed2026-05-14
LNT
-1.00%Alliant Energy Corp
Shares153.5K
Event2026-03-31
Filed2026-05-14
UNH
-2.79%UnitedHealth Group INC
Shares40.5K
Event2026-03-31
Filed2026-05-14
QUAL
1.14%iShares MSCI USA Quality Factor ETF
Shares55.3K
Event2026-03-31
Filed2026-05-14
Invesco S&P 500 Equal Weight ETF
-0.31%Invesco S&P 500 Equal Weight ETF
Shares52.3K
Event2026-03-31
Filed2026-05-14
HON
-3.90%Honeywell International Inc
Shares44.0K
Event2026-03-31
Filed2026-05-14
NVT
-0.85%nVent Electric PLC
Shares83.9K
Event2026-03-31
Filed2026-05-14
ABT
-0.53%Abbott Laboratories
Shares96.6K
Event2026-03-31
Filed2026-05-14
WFC
-9.70%Wells Fargo & Co
Shares123.5K
Event2026-03-31
Filed2026-05-14
TSM
-1.80%Taiwan Semiconductor Manufacturing Co Ltd
Shares27.8K
Event2026-03-31
Filed2026-05-14
VZ
0.39%Verizon Communications Inc
Shares176.8K
Event2026-03-31
Filed2026-05-14
TSLA
0.79%Tesla Inc
Shares22.6K
Event2026-03-31
Filed2026-05-14
Wec Energy Group Inc
8.46%Wec Energy Group Inc
Shares71.4K
Event2026-03-31
Filed2026-05-14
QCOM
-10.61%Qualcomm Inc
Shares62.4K
Event2026-03-31
Filed2026-05-14
VYM
-0.05%Vanguard High Dividend Yield ETF
Shares53.5K
Event2026-03-31
Filed2026-05-14
IJR
-6.18%iShares Core S&P Small-Cap ETF
Shares60.4K
Event2026-03-31
Filed2026-05-14
EFV
3.33%iShares MSCI EAFE Value ETF
Shares101.0K
Event2026-03-31
Filed2026-05-14
CHRW
-2.11%CH Robinson Worldwide Inc
Shares45.1K
Event2026-03-31
Filed2026-05-14
IJH
7.41%iShares Core S&P Mid-Cap ETF
Shares109.1K
Event2026-03-31
Filed2026-05-14
ROK
-17.11%Rockwell Automation Inc
Shares20.3K
Event2026-03-31
Filed2026-05-14
AXP
-3.00%American Express Co
Shares24.0K
Event2026-03-31
Filed2026-05-14
SHW
0.76%Sherwin-Williams Co
Shares22.6K
Event2026-03-31
Filed2026-05-14
TECH
2.02%Bio-Techne Corp
Shares138.1K
Event2026-03-31
Filed2026-05-14
VWO
1.06%Vanguard FTSE Emerging Markets ETF
Shares130.6K
Event2026-03-31
Filed2026-05-14
IWM
-0.70%iShares Russell 2000 ETF
Shares28.1K
Event2026-03-31
Filed2026-05-14
VT
0.00%Vanguard Total World Stock ETF
Shares50.3K
Event2026-03-31
Filed2026-05-14
PG
0.71%Procter & Gamble CO/THE
Shares48.1K
Event2026-03-31
Filed2026-05-14
IEFA
8.50%iShares Core MSCI EAFE ETF
Shares75.5K
Event2026-03-31
Filed2026-05-14
COST
0.84%Costco Wholesale Corp
Shares6.7K
Event2026-03-31
Filed2026-05-14
VV
0.90%Vanguard Large-Cap ETF
Shares21.9K
Event2026-03-31
Filed2026-05-14
VXUS
-2.32%Vanguard Total International Stock ETF
Shares83.7K
Event2026-03-31
Filed2026-05-14
IWR
5.04%iShares Russell Mid-Cap ETF
Shares65.9K
Event2026-03-31
Filed2026-05-14
ABBV
4.36%AbbVie INC
Shares29.2K
Event2026-03-31
Filed2026-05-14
BND
65.43%Vanguard Total Bond Market ETF
Shares85.5K
Event2026-03-31
Filed2026-05-14
WMT
-1.04%Walmart Inc
Shares50.6K
Event2026-03-31
Filed2026-05-14
FI
5.59%Fiserv Inc
Shares111.0K
Event2026-03-31
Filed2026-05-14
XLF
-2.31%Financial Select Sector SPDR Fund
Shares122.7K
Event2026-03-31
Filed2026-05-14
IEF
0.01%iShares 7-10 Year Treasury Bond ETF
Shares62.5K
Event2026-03-31
Filed2026-05-14
PANW
13.75%Palo Alto Networks Inc
Shares36.3K
Event2026-03-31
Filed2026-05-14
TLT
-0.19%iShares 20plus Year Treasury Bond ETF
Shares66.8K
Event2026-03-31
Filed2026-05-14
ENTG
2.40%Entegris Inc
Shares49.3K
Event2026-03-31
Filed2026-05-14
USB
-12.58%US Bancorp
Shares107.3K
Event2026-03-31
Filed2026-05-14
AMD
6.26%Advanced Micro Devices Inc
Shares26.4K
Event2026-03-31
Filed2026-05-14
CSCO
4.16%Cisco Systems Inc
Shares68.6K
Event2026-03-31
Filed2026-05-14
XOM
0.86%Exxon Mobil Corp
Shares31.1K
Event2026-03-31
Filed2026-05-14
FUL
0.83%H.B. Fuller Co
Shares83.3K
Event2026-03-31
Filed2026-05-14
GSEW
0.00%Goldman Sachs Equal Weight US Large Cap Equity ETF
Shares59.0K
Event2026-03-31
Filed2026-05-14
MCD
-1.30%McDonald's CORP
Shares16.0K
Event2026-03-31
Filed2026-05-14
CAT
-4.04%Caterpillar Inc
Shares7.0K
Event2026-03-31
Filed2026-05-14
IWD
-4.85%iShares Russell 1000 Value ETF
Shares23.0K
Event2026-03-31
Filed2026-05-14
FRSH
0.02%Freshworks Inc
Shares589.6K
Event2026-03-31
Filed2026-05-14
DIS
-5.64%Walt Disney Co/The
Shares49.0K
Event2026-03-31
Filed2026-05-14
EFG
0.00%iShares MSCI EAFE Growth ETF
Shares42.2K
Event2026-03-31
Filed2026-05-14
CVX
-0.90%Chevron Corp
Shares22.7K
Event2026-03-31
Filed2026-05-14
QQQM
5.67%Invesco Nasdaq 100 ETF
Shares19.6K
Event2026-03-31
Filed2026-05-14
HRL
5.50%Hormel Foods Corp
Shares201.8K
Event2026-03-31
Filed2026-05-14
IVW
-1.04%iShares S&P 500 Growth ETF
Shares39.8K
Event2026-03-31
Filed2026-05-14
VEU
3.01%Vanguard FTSE All-World ex-US ETF
Shares59.0K
Event2026-03-31
Filed2026-05-14
MA
-1.48%Mastercard Inc
Shares8.9K
Event2026-03-31
Filed2026-05-14
RTX
1.00%RTX Corp
Shares22.7K
Event2026-03-31
Filed2026-05-14
BAC
0.58%Bank of America Corp
Shares89.7K
Event2026-03-31
Filed2026-05-14
Merck & Co Inc
-1.80%Merck & Co Inc
Shares36.3K
Event2026-03-31
Filed2026-05-14
EFA
-1.83%iShares MSCI EAFE ETF
Shares44.7K
Event2026-03-31
Filed2026-05-14
NFLX
7.97%Netflix Inc
Shares45.1K
Event2026-03-31
Filed2026-05-14
JPMorgan BetaBuilders Canada ETF
-0.68%JPMorgan BetaBuilders Canada ETF
Shares44.7K
Event2026-03-31
Filed2026-05-14
BBEU
0.00%JPMorgan BetaBuilders Europe ETF
Shares57.5K
Event2026-03-31
Filed2026-05-14
MUB
32.86%iShares National Muni Bond ETF
Shares39.2K
Event2026-03-31
Filed2026-05-14
ASML
-0.35%ASML Holding NV
Shares3.1K
Event2026-03-31
Filed2026-05-14
MU
13.01%Micron Technology Inc
Shares12.2K
Event2026-03-31
Filed2026-05-14
VTV
-2.03%Vanguard Value ETF
Shares21.0K
Event2026-03-31
Filed2026-05-14
SCHW
-8.68%Charles Schwab Corp
Shares43.0K
Event2026-03-31
Filed2026-05-14
XLV
0.00%State Street Health Care Select Sector SPDR ETF
Shares27.1K
Event2026-03-31
Filed2026-05-14
ORCL
5.64%Oracle CORP
Shares26.7K
Event2026-03-31
Filed2026-05-14
VLUE
0.00%iShares MSCI USA Value Factor ETF
Shares27.2K
Event2026-03-31
Filed2026-05-14
PEP
-2.45%PepsiCo Inc
Shares24.6K
Event2026-03-31
Filed2026-05-14
ITOT
0.00%iShares Core S&P Total US Stock Market ETF
Shares26.7K
Event2026-03-31
Filed2026-05-14
IVE
0.00%iShares S&P 500 Value ETF
Shares18.0K
Event2026-03-31
Filed2026-05-14
AMGN
3.56%Amgen Inc
Shares10.7K
Event2026-03-31
Filed2026-05-14
IQLT
-2.71%iShares MSCI International Quality Factor ETF
Shares80.2K
Event2026-03-31
Filed2026-05-14
BMI
0.62%Badger Meter Inc
Shares24.2K
Event2026-03-31
Filed2026-05-14
GOVT
-0.00%iShares U.S. Treasury Bond ETF
Shares160.4K
Event2026-03-31
Filed2026-05-14
ADP
3.17%Automatic Data Processing Inc
Shares18.0K
Event2026-03-31
Filed2026-05-14
TXN
-8.65%Texas Instruments Inc
Shares18.4K
Event2026-03-31
Filed2026-05-14
IEUR
0.00%iShares Core MSCI Europe ETF
Shares50.5K
Event2026-03-31
Filed2026-05-14
ESGD
0.00%iShares ESG Aware MSCI EAFE ETF
Shares37.0K
Event2026-03-31
Filed2026-05-14
VOOG
-1.44%Vanguard S&P 500 Growth ETF
Shares8.5K
Event2026-03-31
Filed2026-05-14
ISRG
44.06%Intuitive Surgical Inc
Shares7.4K
Event2026-03-31
Filed2026-05-14
KO
5.27%Coca-Cola Co
Shares44.2K
Event2026-03-31
Filed2026-05-14
AMP
225.29%Ameriprise Financial Inc
Shares7.5K
Event2026-03-31
Filed2026-05-14
NEE
0.81%NextEra Energy Inc
Shares35.2K
Event2026-03-31
Filed2026-05-14
WM
97.44%Waste Management Inc
Shares13.2K
Event2026-03-31
Filed2026-05-14
PFG
-13.79%Principal Financial Group Inc
Shares32.6K
Event2026-03-31
Filed2026-05-14
IFRA
NewiShares U.S. Infrastructure ETF
Shares51.2K
Event2026-03-31
Filed2026-05-14
VIG
-1.00%Vanguard Dividend Appreciation ETF
Shares13.6K
Event2026-03-31
Filed2026-05-14
XLY
-14.04%Consumer Discretionary Select Sector SPDR Fund
Shares26.6K
Event2026-03-31
Filed2026-05-14
AMAT
3.14%Applied Materials Inc
Shares8.5K
Event2026-03-31
Filed2026-05-14
DCI
-17.80%Donaldson Co Inc
Shares33.0K
Event2026-03-31
Filed2026-05-14
VTEB
-23.06%Vanguard Tax-Exempt Bond Index ETF
Shares55.6K
Event2026-03-31
Filed2026-05-14
VUG
-0.87%Vanguard Growth ETF
Shares6.3K
Event2026-03-31
Filed2026-05-14
XLI
22.23%State Street Industrial Select Sector SPDR ETF
Shares16.8K
Event2026-03-31
Filed2026-05-14
VTIP
0.00%Vanguard Short-Term Inflation-Protected Securities ETF
Shares53.8K
Event2026-03-31
Filed2026-05-14
CRM
-37.21%Salesforce Inc
Shares14.3K
Event2026-03-31
Filed2026-05-14
TNC
-20.49%Tennant Co
Shares39.6K
Event2026-03-31
Filed2026-05-14
MBB
-1.17%iShares MBS ETF
Shares27.6K
Event2026-03-31
Filed2026-05-14
IWO
0.00%iShares Russell 2000 Growth ETF
Shares8.2K
Event2026-03-31
Filed2026-05-14
XLE
18.25%State Street Energy Select Sector SPDR ETF
Shares41.1K
Event2026-03-31
Filed2026-05-14
IWN
0.00%iShares Russell 2000 Value ETF
Shares13.3K
Event2026-03-31
Filed2026-05-14
MS
1.70%Morgan Stanley
Shares15.3K
Event2026-03-31
Filed2026-05-14
NVS
0.59%Novartis AG
Shares16.4K
Event2026-03-31
Filed2026-05-14
VUSB
-5.66%Vanguard Ultra Short Bond ETF
Shares50.3K
Event2026-03-31
Filed2026-05-14
SOLV
-70.69%Solventum Corp
Shares38.2K
Event2026-03-31
Filed2026-05-14
IDEV
3.70%iShares Core MSCI International Developed Markets ETF
Shares29.4K
Event2026-03-31
Filed2026-05-14
NFRA
4.37%FlexShares STOXX Global Broad Infrastructure Index Fund
Shares37.8K
Event2026-03-31
Filed2026-05-14
MINT
-11.11%PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
Shares24.0K
Event2026-03-31
Filed2026-05-14
Lam Research Corp
0.60%Lam Research Corp
Shares11.2K
Event2026-03-31
Filed2026-05-14
BlackRock Inc
7.62%BlackRock Inc
Shares2.5K
Event2026-03-31
Filed2026-05-14
VOX
-1.23%Vanguard Communication Services ETF
Shares13.2K
Event2026-03-31
Filed2026-05-14
Eaton Corp PLC
-2.18%Eaton Corp PLC
Shares6.6K
Event2026-03-31
Filed2026-05-14
DVY
108.40%iShares Select Dividend ETF
Shares15.5K
Event2026-03-31
Filed2026-05-14
Linde PLC
14.81%Linde PLC
Shares4.7K
Event2026-03-31
Filed2026-05-14
GEV
-5.61%GE Vernova Inc
Shares2.7K
Event2026-03-31
Filed2026-05-14
IBM
-3.47%International Business Machines Corp
Shares9.5K
Event2026-03-31
Filed2026-05-14
EMR
-8.84%Emerson Electric Co
Shares17.6K
Event2026-03-31
Filed2026-05-14
VB
-0.85%Vanguard Small-Cap ETF
Shares8.8K
Event2026-03-31
Filed2026-05-14
IWV
4.52%iShares Russell 3000 ETF
Shares6.2K
Event2026-03-31
Filed2026-05-14
AstraZeneca PLC
NewAstraZeneca PLC
Shares11.6K
Event2026-03-31
Filed2026-05-14
CGNX
64.40%Cognex Corp
Shares45.8K
Event2026-03-31
Filed2026-05-14
PM
4.60%Philip Morris International Inc
Shares13.6K
Event2026-03-31
Filed2026-05-14
UNP
-0.28%Union Pacific Corp
Shares9.2K
Event2026-03-31
Filed2026-05-14
TMO
-9.99%Thermo Fisher Scientific Inc
Shares4.5K
Event2026-03-31
Filed2026-05-14
Medtronic PLC
-23.26%Medtronic PLC
Shares25.4K
Event2026-03-31
Filed2026-05-14
DE
0.78%Deere & Co
Shares3.9K
Event2026-03-31
Filed2026-05-14
BMY
7.48%Bristol-Myers Squibb Co
Shares36.2K
Event2026-03-31
Filed2026-05-14
JCPB
0.00%JPMorgan Core Plus Bond ETF
Shares46.6K
Event2026-03-31
Filed2026-05-14
MMM
0.17%3M Co
Shares15.0K
Event2026-03-31
Filed2026-05-14
DUHP
29.73%Dimensional US High Profitability ETF
Shares57.7K
Event2026-03-31
Filed2026-05-14
GS
-0.80%Goldman Sachs Group Inc/The
Shares2.5K
Event2026-03-31
Filed2026-05-14
IWB
-19.64%iShares Russell 1000 ETF
Shares5.8K
Event2026-03-31
Filed2026-05-14
LOW
1.74%Lowe's Companies Inc
Shares8.6K
Event2026-03-31
Filed2026-05-14
TGT
-5.35%Target Corp
Shares16.7K
Event2026-03-31
Filed2026-05-14
BSV
26.17%Vanguard Short-Term Bond ETF
Shares25.5K
Event2026-03-31
Filed2026-05-14
SCHF
13.27%Schwab International Equity ETF
Shares80.9K
Event2026-03-31
Filed2026-05-14
VO
-0.07%Vanguard Mid-Cap ETF
Shares6.9K
Event2026-03-31
Filed2026-05-14
HSBC
-0.89%HSBC Holdings PLC
Shares24.1K
Event2026-03-31
Filed2026-05-14
PLTR
3.84%Palantir Technologies Inc
Shares13.4K
Event2026-03-31
Filed2026-05-14
ZTS
62.90%Zoetis INC
Shares16.3K
Event2026-03-31
Filed2026-05-14
BA
6.70%Boeing Co
Shares9.4K
Event2026-03-31
Filed2026-05-14
COP
0.55%ConocoPhillips
Shares14.1K
Event2026-03-31
Filed2026-05-14
KLAC
11.16%KLA Corp
Shares1.3K
Event2026-03-31
Filed2026-05-14
ITW
-0.25%Illinois Tool Works Inc
Shares7.1K
Event2026-03-31
Filed2026-05-14
CASY
-2.79%Casey's General Stores Inc
Shares2.5K
Event2026-03-31
Filed2026-05-14
GILD
1.28%Gilead Sciences Inc
Shares13.3K
Event2026-03-31
Filed2026-05-14
CB
-3.27%Chubb Ltd
Shares5.5K
Event2026-03-31
Filed2026-05-14
XLP
-4.20%Consumer Staples Select Sector SPDR Fund
Shares21.8K
Event2026-03-31
Filed2026-05-14
Invesco QQQ Trust Series 1
0.00%Invesco QQQ Trust Series 1
Shares3.1K
Event2026-03-31
Filed2026-05-14
ADI
3.00%Analog Devices Inc
Shares5.6K
Event2026-03-31
Filed2026-05-14
CME
24.12%CME Group Inc
Shares5.9K
Event2026-03-31
Filed2026-05-14
CMI
-0.67%Cummins Inc
Shares3.2K
Event2026-03-31
Filed2026-05-14
NOW
13.87%ServiceNow Inc
Shares16.5K
Event2026-03-31
Filed2026-05-14
PFE
1.81%Pfizer Inc
Shares61.1K
Event2026-03-31
Filed2026-05-14
IDA
3.98%IDACORP Inc
Shares11.9K
Event2026-03-31
Filed2026-05-14
NDSN
0.16%Nordson Corp
Shares6.3K
Event2026-03-31
Filed2026-05-14
SPGI
20.47%S&P Global Inc
Shares3.9K
Event2026-03-31
Filed2026-05-14
WK
-0.76%Workiva Inc
Shares27.5K
Event2026-03-31
Filed2026-05-14
TJX
2.05%TJX Companies Inc
Shares10.2K
Event2026-03-31
Filed2026-05-14
Arista Networks INC
5.79%Arista Networks INC
Shares13.3K
Event2026-03-31
Filed2026-05-14
SBUX
-1.11%Starbucks Corp
Shares17.9K
Event2026-03-31
Filed2026-05-14
VSGX
NewVanguard ESG International Stock ETF
Shares22.3K
Event2026-03-31
Filed2026-05-14
Marvell Technology Inc
6.73%Marvell Technology Inc
Shares15.8K
Event2026-03-31
Filed2026-05-14
ICE
18.18%Intercontinental Exchange Inc
Shares10.0K
Event2026-03-31
Filed2026-05-14
TM
4.19%Toyota Motor Corp
Shares7.6K
Event2026-03-31
Filed2026-05-14
PLD
1.24%Prologis Inc
Shares11.8K
Event2026-03-31
Filed2026-05-14
SAP
-1.11%SAP SE
Shares9.1K
Event2026-03-31
Filed2026-05-14
VGK
0.00%Vanguard FTSE Europe ETF
Shares18.7K
Event2026-03-31
Filed2026-05-14
Citigroup Inc
1.36%Citigroup Inc
Shares13.6K
Event2026-03-31
Filed2026-05-14
GE Aerospace
2.74%GE Aerospace
Shares5.4K
Event2026-03-31
Filed2026-05-14
VNQ
-16.21%Vanguard Real Estate ETF
Shares17.1K
Event2026-03-31
Filed2026-05-14
SYY
-3.50%Sysco Corp
Shares21.3K
Event2026-03-31
Filed2026-05-14
JPST
-11.64%JPMorgan Ultra-Short Income ETF
Shares29.9K
Event2026-03-31
Filed2026-05-14
SMFG
1.09%Sumitomo Mitsui Financial Group Inc
Shares76.3K
Event2026-03-31
Filed2026-05-14
TRV
20.59%Travelers Cos Inc/The
Shares5.1K
Event2026-03-31
Filed2026-05-14
DFIV
4.79%Dimensional International Value ETF
Shares28.3K
Event2026-03-31
Filed2026-05-14
DIHP
4.40%Dimensional International High Profitability ETF
Shares46.1K
Event2026-03-31
Filed2026-05-14
UBER
6.65%Uber Technologies Inc
Shares20.6K
Event2026-03-31
Filed2026-05-14
GNRC
2.49%Generac Holdings Inc
Shares7.5K
Event2026-03-31
Filed2026-05-14
JMTG
0.00%JPMorgan Mortgage-Backed Securities ETF
Shares28.4K
Event2026-03-31
Filed2026-05-14
DHR
-23.39%Danaher Corp
Shares7.6K
Event2026-03-31
Filed2026-05-14
EPD
0.00%Enterprise Products Partners LP
Shares38.0K
Event2026-03-31
Filed2026-05-14
TMUS
3.60%T-Mobile US INC
Shares6.8K
Event2026-03-31
Filed2026-05-14
XEL
28.15%Xcel Energy Inc
Shares17.8K
Event2026-03-31
Filed2026-05-14
ARM
4.99%ARM Holdings PLC
Shares9.2K
Event2026-03-31
Filed2026-05-14
SYK
-0.54%Stryker CORP
Shares4.2K
Event2026-03-31
Filed2026-05-14
LMT
7.17%Lockheed Martin Corp
Shares2.3K
Event2026-03-31
Filed2026-05-14
AGG
13.84%iShares Core U.S. Aggregate Bond ETF
Shares13.9K
Event2026-03-31
Filed2026-05-14
INTC
14.65%Intel Corp
Shares31.1K
Event2026-03-31
Filed2026-05-14
BIL
-15.02%State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Shares14.9K
Event2026-03-31
Filed2026-05-14
CHD
0.66%Church & Dwight Co Inc
Shares14.6K
Event2026-03-31
Filed2026-05-14
CTAS
3.05%Cintas Corp
Shares7.9K
Event2026-03-31
Filed2026-05-14
VGIT
-16.13%Vanguard Intermediate-Term Treasury ETF
Shares22.5K
Event2026-03-31
Filed2026-05-14
SAN
-0.55%Banco Santander SA
Shares116.1K
Event2026-03-31
Filed2026-05-14
SONY
7.71%Sony Group Corp
Shares62.8K
Event2026-03-31
Filed2026-05-14
VIS
0.00%Vanguard Industrials ETF
Shares4.2K
Event2026-03-31
Filed2026-05-14
T
3.54%AT&T Inc
Shares44.5K
Event2026-03-31
Filed2026-05-14
DLN
0.00%WisdomTree US LargeCap Dividend Fund
Shares14.4K
Event2026-03-31
Filed2026-05-14
APD
-24.02%Air Products and Chemicals Inc
Shares4.4K
Event2026-03-31
Filed2026-05-14
BSX
9.43%Boston Scientific Corp
Shares20.4K
Event2026-03-31
Filed2026-05-14
GLW
5.46%Corning Inc
Shares9.4K
Event2026-03-31
Filed2026-05-14
Piper Sandler Cos
NewPiper Sandler Cos
Shares16.6K
Event2026-03-31
Filed2026-05-14
JMUB
16.87%JPMorgan Municipal ETF
Shares25.3K
Event2026-03-31
Filed2026-05-14
DELL
-59.33%Dell Technologies Inc
Shares7.7K
Event2026-03-31
Filed2026-05-14
LHX
14.04%L3Harris Technologies Inc
Shares3.6K
Event2026-03-31
Filed2026-05-14
ADBE
-28.23%Adobe Inc
Shares5.1K
Event2026-03-31
Filed2026-05-14
XLU
NewState Street Utilities Select Sector SPDR ETF
Shares27.2K
Event2026-03-31
Filed2026-05-14
Invesco RAFI US 1000 ETF
0.00%Invesco RAFI US 1000 ETF
Shares26.1K
Event2026-03-31
Filed2026-05-14
MDY
0.00%SPDR S&P MidCap 400 ETF Trust
Shares2.0K
Event2026-03-31
Filed2026-05-14
EWJ
0.37%iShares MSCI Japan ETF
Shares14.5K
Event2026-03-31
Filed2026-05-14
MAR
-3.36%Marriott International Inc/MD
Shares3.7K
Event2026-03-31
Filed2026-05-14
MCK
-0.56%McKesson Corp
Shares1.4K
Event2026-03-31
Filed2026-05-14
KHC
-22.59%Kraft Heinz Co/The
Shares54.2K
Event2026-03-31
Filed2026-05-14
WELL
7.81%Welltower Inc
Shares6.1K
Event2026-03-31
Filed2026-05-14
MEDP
133.05%Medpace Holdings Inc
Shares2.5K
Event2026-03-31
Filed2026-05-14
APH
-8.25%Amphenol Corp
Shares9.5K
Event2026-03-31
Filed2026-05-14
NVO
-5.09%Novo Nordisk A/S
Shares32.6K
Event2026-03-31
Filed2026-05-14
AMT
3.35%American Tower Corp
Shares6.9K
Event2026-03-31
Filed2026-05-14
MTZ
0.05%MasTec Inc
Shares3.7K
Event2026-03-31
Filed2026-05-14
TT
-5.26%Trane Technologies PLC
Shares2.9K
Event2026-03-31
Filed2026-05-14
HEFA
0.00%iShares Currency Hedged MSCI EAFE ETF
Shares27.8K
Event2026-03-31
Filed2026-05-14
VSS
0.00%Vanguard FTSE All World ex-US Small-Cap ETF
Shares8.0K
Event2026-03-31
Filed2026-05-14
PSX
-1.15%Phillips 66
Shares6.4K
Event2026-03-31
Filed2026-05-14
NDAQ
28.55%Nasdaq Inc
Shares13.7K
Event2026-03-31
Filed2026-05-14
Aon PLC
7.06%Aon PLC
Shares3.5K
Event2026-03-31
Filed2026-05-14
SHEL
0.85%Shell PLC
Shares12.3K
Event2026-03-31
Filed2026-05-14
SCZ
0.00%iShares MSCI EAFE Small-Cap ETF
Shares14.5K
Event2026-03-31
Filed2026-05-14
PNC
-2.92%PNC Financial Services Group Inc
Shares5.4K
Event2026-03-31
Filed2026-05-14
XLC
-8.26%State Street Communication Services Select Sector SPDR ETF
Shares10.1K
Event2026-03-31
Filed2026-05-14
ROP
6.18%Roper Technologies Inc
Shares3.1K
Event2026-03-31
Filed2026-05-14
HWKN
-42.62%Hawkins Inc
Shares7.2K
Event2026-03-31
Filed2026-05-14
ESML
-7.84%iShares ESG Aware MSCI USA Small-Cap ETF
Shares23.5K
Event2026-03-31
Filed2026-05-14
PGR
-0.27%Progressive Corp
Shares5.5K
Event2026-03-31
Filed2026-05-14
ING
1.14%ING Groep NV
Shares41.7K
Event2026-03-31
Filed2026-05-14
GVA
0.00%Granite Construction Inc
Shares9.0K
Event2026-03-31
Filed2026-05-14
FIX
6.11%Comfort Systems USA Inc
Shares782
Event2026-03-31
Filed2026-05-14
MTUM
2.70%iShares MSCI USA Momentum Factor ETF
Shares4.5K
Event2026-03-31
Filed2026-05-14
CRWD
4.19%Crowdstrike Holdings Inc
Shares2.7K
Event2026-03-31
Filed2026-05-14
DY
0.36%Dycom Industries Inc
Shares3.1K
Event2026-03-31
Filed2026-05-14
DLR
5.68%Digital Realty Trust INC
Shares5.7K
Event2026-03-31
Filed2026-05-14
VRTX
2.07%Vertex Pharmaceuticals Inc
Shares2.3K
Event2026-03-31
Filed2026-05-14
PH
-0.94%Parker Hannifin Corp
Shares1.2K
Event2026-03-31
Filed2026-05-14
NXPI
0.11%NXP Semiconductors NV
Shares5.2K
Event2026-03-31
Filed2026-05-14
SPDW
0.00%State Street SPDR Portfolio Developed World ex-US ETF
Shares22.5K
Event2026-03-31
Filed2026-05-14
JPMorgan BetaBuilders Japan ETF
-0.61%JPMorgan BetaBuilders Japan ETF
Shares14.9K
Event2026-03-31
Filed2026-05-14
ELV
-0.57%Elevance Health Inc
Shares3.5K
Event2026-03-31
Filed2026-05-14
J
0.30%Jacobs Solutions Inc
Shares8.0K
Event2026-03-31
Filed2026-05-14
VTWO
-17.79%Vanguard Russell 2000 ETF
Shares10.2K
Event2026-03-31
Filed2026-05-14
USMV
0.00%iShares MSCI USA Min Vol Factor ETF
Shares10.9K
Event2026-03-31
Filed2026-05-14
HLT
4.91%Hilton Worldwide Holdings Inc
Shares3.3K
Event2026-03-31
Filed2026-05-14
TDTT
13.64%FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
Shares41.7K
Event2026-03-31
Filed2026-05-14
GLD
-2.58%SPDR Gold Shares
Shares2.3K
Event2026-03-31
Filed2026-05-14
NSC
0.00%Norfolk Southern Corp
Shares3.5K
Event2026-03-31
Filed2026-05-14
Unilever PLC
-0.53%Unilever PLC
Shares17.4K
Event2026-03-31
Filed2026-05-14
BKNG
3.52%Booking Hldgs Inc
Shares235
Event2026-03-31
Filed2026-05-14
MPC
10.43%Marathon Petroleum Corp
Shares4.0K
Event2026-03-31
Filed2026-05-14
VPL
0.00%Vanguard FTSE Pacific ETF
Shares10.1K
Event2026-03-31
Filed2026-05-14
MMC
5.31%Marsh & Mclennan Companies Inc
Shares5.7K
Event2026-03-31
Filed2026-05-14
LASR
-44.30%nLight Inc
Shares17.2K
Event2026-03-31
Filed2026-05-14
AZO
1.05%AutoZone Inc
Shares290
Event2026-03-31
Filed2026-05-14
SMIG
NewBahl & Gaynor Small/Mid Cap Income Growth ETF
Shares33.4K
Event2026-03-31
Filed2026-05-14
SPMD
17.78%State Street SPDR Portfolio S&P 400 Mid Cap ETF
Shares16.5K
Event2026-03-31
Filed2026-05-14
Total SA
1.58%Total SA
Shares10.7K
Event2026-03-31
Filed2026-05-14
VIGI
0.00%Vanguard International Dividend Appreciation ETF
Shares11.0K
Event2026-03-31
Filed2026-05-14
VKTX
0.00%Viking Therapeutics Inc
Shares29.9K
Event2026-03-31
Filed2026-05-14
LH
9.68%Labcorp Holdings Inc
Shares3.6K
Event2026-03-31
Filed2026-05-14
INTU
-15.62%Intuit Inc
Shares2.2K
Event2026-03-31
Filed2026-05-14
Accenture PLC
-12.42%Accenture PLC
Shares4.9K
Event2026-03-31
Filed2026-05-14
EUSA
0.00%iShares MSCI USA Equal Weighted ETF
Shares9.4K
Event2026-03-31
Filed2026-05-14
NET
1.01%Cloudflare Inc
Shares4.6K
Event2026-03-31
Filed2026-05-14
NEM
4.12%Newmont Corp
Shares8.7K
Event2026-03-31
Filed2026-05-14
FDX
-5.07%FedEx Corp
Shares2.6K
Event2026-03-31
Filed2026-05-14
DSI
0.00%iShares MSCI KLD 400 Social ETF
Shares7.7K
Event2026-03-31
Filed2026-05-14
DFUV
-15.43%Dimensional US Marketwide Value ETF
Shares19.2K
Event2026-03-31
Filed2026-05-14
SFM
NewSprouts Farmers Market Inc
Shares11.9K
Event2026-03-31
Filed2026-05-14
NOC
1.36%Northrop Grumman Corp
Shares1.3K
Event2026-03-31
Filed2026-05-14
EQIX
3.34%Equinix Inc
Shares929
Event2026-03-31
Filed2026-05-14
CTVA
1.00%Corteva Inc
Shares10.9K
Event2026-03-31
Filed2026-05-14
SPOT
16.41%Spotify Technology SA
Shares1.9K
Event2026-03-31
Filed2026-05-14
SCHG
0.00%Schwab U.S. Large-Cap Growth ETF
Shares31.0K
Event2026-03-31
Filed2026-05-14
Natwest Group Adr Rep 2 Ord
0.23%Natwest Group Adr Rep 2 Ord
Shares60.7K
Event2026-03-31
Filed2026-05-14
TIP
0.53%iShares TIPS Bond ETF
Shares8.1K
Event2026-03-31
Filed2026-05-14
FNDA
0.00%Schwab Fundamental U.S. Small Company ETF
Shares27.5K
Event2026-03-31
Filed2026-05-14
BHP
-5.93%Bhp Billiton Ltd
Shares12.1K
Event2026-03-31
Filed2026-05-14
DFLV
1.46%Dimensional US Large Cap Value ETF
Shares24.4K
Event2026-03-31
Filed2026-05-14
SCHA
0.00%Schwab US Small-Cap ETF
Shares29.7K
Event2026-03-31
Filed2026-05-14
BMO
4.46%Bank Montreal Que Com
Shares6.4K
Event2026-03-31
Filed2026-05-14
MDLZ
-4.76%Mondelez International Inc
Shares14.4K
Event2026-03-31
Filed2026-05-14
EMXC
-37.61%iShares MSCI Emerging Markets ex China ETF
Shares10.5K
Event2026-03-31
Filed2026-05-14
EXPD
-7.31%Expeditors International of Washington Inc
Shares5.8K
Event2026-03-31
Filed2026-05-14
BBVA
-4.44%Banco Bilbao Vizcaya Argentaria SA
Shares37.8K
Event2026-03-31
Filed2026-05-14
CEG
6.64%Constellation Energy Corp
Shares2.9K
Event2026-03-31
Filed2026-05-14
Duke Energy Corp
-1.64%Duke Energy Corp
Shares6.2K
Event2026-03-31
Filed2026-05-14
TDG
-1.88%TransDigm Group Inc
Shares680
Event2026-03-31
Filed2026-05-14
ORLY
0.07%O'Reilly Automotive Inc
Shares8.5K
Event2026-03-31
Filed2026-05-14
IDV
NewiShares International Select Dividend ETF
Shares18.4K
Event2026-03-31
Filed2026-05-14
DFEV
0.00%Dimensional Emerging Markets Value ETF
Shares21.7K
Event2026-03-31
Filed2026-05-14
MUFG
1.23%Mitsubishi UFJ Financial Group Inc
Shares45.8K
Event2026-03-31
Filed2026-05-14
BAC-PL
0.00%Bank of America Corp 7.25percent
Shares652
Event2026-03-31
Filed2026-05-14
HSY
1.17%Hershey Co/The
Shares3.7K
Event2026-03-31
Filed2026-05-14
SPG
-4.34%Simon Property Group Inc
Shares4.1K
Event2026-03-31
Filed2026-05-14
DFAT
0.00%Dimensional US Targeted Value ETF
Shares12.3K
Event2026-03-31
Filed2026-05-14
NUE
0.13%Nucor Corp
Shares4.5K
Event2026-03-31
Filed2026-05-14
HOOD
1.64%Robinhood Markets Inc
Shares11.0K
Event2026-03-31
Filed2026-05-14
ADSK
11.70%Autodesk Inc
Shares3.2K
Event2026-03-31
Filed2026-05-14
GDX
0.00%VanEck Gold Miners ETF/USA
Shares8.2K
Event2026-03-31
Filed2026-05-14
D
0.17%Dominion Resources Inc
Shares12.1K
Event2026-03-31
Filed2026-05-14
BABA
39.69%Alibaba Group Holding Ltd
Shares5.9K
Event2026-03-31
Filed2026-05-14
XLK
0.00%Technology Select Sector SPDR Fund
Shares5.6K
Event2026-03-31
Filed2026-05-14
EWC
-11.73%iShares MSCI Canada ETF
Shares13.4K
Event2026-03-31
Filed2026-05-14
AMSC
0.00%American Superconductor Corp
Shares21.6K
Event2026-03-31
Filed2026-05-14
ALL
-2.22%Allstate Corp/The
Shares3.5K
Event2026-03-31
Filed2026-05-14
OKE
0.34%ONEOK Inc
Shares8.0K
Event2026-03-31
Filed2026-05-14
CAH
2.87%Cardinal Health Inc
Shares3.4K
Event2026-03-31
Filed2026-05-14
CIEN
-0.37%Ciena Corp
Shares1.9K
Event2026-03-31
Filed2026-05-14
SNY
-18.42%Sanofi SA
Shares15.0K
Event2026-03-31
Filed2026-05-14
MFG
1.38%Mizuho Financial Group Inc
Shares90.9K
Event2026-03-31
Filed2026-05-14
HYD
0.00%VanEck High Yield Muni ETF
Shares14.4K
Event2026-03-31
Filed2026-05-14
Blackstone Inc
-0.59%Blackstone Inc
Shares6.2K
Event2026-03-31
Filed2026-05-14
Cigna Group/The
2.43%Cigna Group/The
Shares2.7K
Event2026-03-31
Filed2026-05-14
CSX
1.77%CSX Corp
Shares17.1K
Event2026-03-31
Filed2026-05-14
PWR
2.00%Quanta Services Inc
Shares1.3K
Event2026-03-31
Filed2026-05-14
VLO
15.38%Valero Energy Corp
Shares2.8K
Event2026-03-31
Filed2026-05-14
A
2.10%Agilent Technologies Inc
Shares6.0K
Event2026-03-31
Filed2026-05-14
LEN
6.14%Lennar Corp
Shares7.9K
Event2026-03-31
Filed2026-05-14
RCL
9.27%Royal Caribbean Cruises Ltd
Shares2.5K
Event2026-03-31
Filed2026-05-14
Goldman Sachs Access Municipal Bond ETF
-9.03%Goldman Sachs Access Municipal Bond ETF
Shares13.5K
Event2026-03-31
Filed2026-05-14
WY
5.86%Weyerhaeuser Co
Shares27.7K
Event2026-03-31
Filed2026-05-14
FTNT
13.48%Fortinet Inc
Shares8.2K
Event2026-03-31
Filed2026-05-14
UBS
10.84%UBS Group AG
Shares17.2K
Event2026-03-31
Filed2026-05-14
SO
-2.61%Southern Co
Shares6.9K
Event2026-03-31
Filed2026-05-14
WDC
12.80%Western Digital Corp
Shares2.5K
Event2026-03-31
Filed2026-05-14
SHOP
1.75%Shopify Inc
Shares5.6K
Event2026-03-31
Filed2026-05-14
CMCSA
7.77%Comcast Corp
Shares23.1K
Event2026-03-31
Filed2026-05-14
HCA
2.57%HCA Healthcare Inc
Shares1.4K
Event2026-03-31
Filed2026-05-14
Seagate Technology Holdings PLC
15.97%Seagate Technology Holdings PLC
Shares1.7K
Event2026-03-31
Filed2026-05-14
General Dynamics Corp
-2.59%General Dynamics Corp
Shares1.9K
Event2026-03-31
Filed2026-05-14
IBDT
0.00%iShares iBonds Dec 2028 Term Corporate ETF
Shares26.0K
Event2026-03-31
Filed2026-05-14
BCS
-4.23%Barclays PLC
Shares31.0K
Event2026-03-31
Filed2026-05-14
VGSH
NewVanguard Short-Term Treasury ETF
Shares11.2K
Event2026-03-31
Filed2026-05-14
COF
0.87%Capital One Financial Corp
Shares3.6K
Event2026-03-31
Filed2026-05-14
SYLD
0.00%Cambria Shareholder Yield ETF
Shares8.6K
Event2026-03-31
Filed2026-05-14
RIO
0.09%Rio Tinto PLC
Shares6.9K
Event2026-03-31
Filed2026-05-14
VFH
-19.70%Vanguard Financials ETF
Shares5.3K
Event2026-03-31
Filed2026-05-14
EEM
57.04%iShares MSCI Emerging Markets ETF
Shares11.2K
Event2026-03-31
Filed2026-05-14
IBDS
0.00%iShares iBonds Dec 2027 Term Corporate ETF
Shares26.0K
Event2026-03-31
Filed2026-05-14
VDC
0.00%Vanguard Consumer Staples ETF
Shares2.8K
Event2026-03-31
Filed2026-05-14
CVS
-8.06%CVS Health Corp
Shares8.7K
Event2026-03-31
Filed2026-05-14
DFAE
1.42%Dimensional Emerging Core Equity Market ETF
Shares18.4K
Event2026-03-31
Filed2026-05-14
AER
-4.87%AerCap Holdings NV
Shares4.5K
Event2026-03-31
Filed2026-05-14
JCI
-0.15%Johnson Controls International plc
Shares4.7K
Event2026-03-31
Filed2026-05-14
GUNR
4.38%FlexShares Global Upstream Natural Resources Index Fund
Shares11.1K
Event2026-03-31
Filed2026-05-14
SNPS
18.19%Synopsys Inc
Shares1.5K
Event2026-03-31
Filed2026-05-14
IUSV
3.85%iShares Core S&P U.S. Value ETF
Shares5.9K
Event2026-03-31
Filed2026-05-14
MO
4.26%Altria Group Inc
Shares9.2K
Event2026-03-31
Filed2026-05-14
CHKP
5.24%Check Point Software Technologies Ltd
Shares4.2K
Event2026-03-31
Filed2026-05-14
IBDU
0.00%iShares iBonds Dec 2029 Term Corporate ETF
Shares26.0K
Event2026-03-31
Filed2026-05-14
GIS
-8.27%General Mills Inc
Shares16.2K
Event2026-03-31
Filed2026-05-14
MCHP
2.61%Microchip Technology Inc
Shares9.2K
Event2026-03-31
Filed2026-05-14
BK
3.80%Bank of New York Mellon Corp
Shares5.0K
Event2026-03-31
Filed2026-05-14
ALB
6.92%Albemarle Corp
Shares3.3K
Event2026-03-31
Filed2026-05-14
CBOE
33.69%Cboe Global Markets Inc
Shares2.1K
Event2026-03-31
Filed2026-05-14
IWS
-15.79%iShares Russell Mid-Cap Value ETF
Shares4.1K
Event2026-03-31
Filed2026-05-14
VIOO
-1.57%Vanguard S&P Small-Cap 600 ETF
Shares5.1K
Event2026-03-31
Filed2026-05-14
USHY
0.00%iShares Broad USD High Yield Corporate Bond ETF
Shares16.0K
Event2026-03-31
Filed2026-05-14
DB
-3.88%Deutsche Bank AG
Shares19.8K
Event2026-03-31
Filed2026-05-14
DGRO
4.69%iShares Core Dividend Growth ETF
Shares8.4K
Event2026-03-31
Filed2026-05-14
GSK PLC
1.51%GSK PLC
Shares10.6K
Event2026-03-31
Filed2026-05-14
BTI
0.30%British American Tobacco PLC
Shares10.0K
Event2026-03-31
Filed2026-05-14
EOG
18.01%EOG Resources Inc
Shares4.0K
Event2026-03-31
Filed2026-05-14
SCHV
0.00%Schwab U.S. Large-Cap Value ETF
Shares19.1K
Event2026-03-31
Filed2026-05-14
AEP
-0.29%American Electric Power Co Inc
Shares4.4K
Event2026-03-31
Filed2026-05-14
MCO
2.98%Moodys Corp
Shares1.3K
Event2026-03-31
Filed2026-05-14
IBDV
0.00%iShares iBonds Dec 2030 Term Corporate ETF
Shares26.0K
Event2026-03-31
Filed2026-05-14
BKR
-3.22%Baker Hughes Co
Shares9.3K
Event2026-03-31
Filed2026-05-14
KEYS
-1.92%Keysight Technologies Inc. COM
Shares1.9K
Event2026-03-31
Filed2026-05-14
BNDX
15.03%Vanguard Total International Bond ETF
Shares11.4K
Event2026-03-31
Filed2026-05-14
RELX
16.05%RELX PLC
Shares16.5K
Event2026-03-31
Filed2026-05-14
ACWX
0.00%iShares MSCI ACWI ex US ETF
Shares8.0K
Event2026-03-31
Filed2026-05-14
EA
8.23%Electronic Arts Inc
Shares2.7K
Event2026-03-31
Filed2026-05-14
RF
0.62%Regions Financial Corp
Shares20.6K
Event2026-03-31
Filed2026-05-14
BDX
2.72%Becton Dickinson and Co
Shares3.4K
Event2026-03-31
Filed2026-05-14
ATO
0.14%Atmos Energy Corp
Shares2.9K
Event2026-03-31
Filed2026-05-14
AWK
-4.93%American Water Works Co Inc
Shares3.9K
Event2026-03-31
Filed2026-05-14
VBR
-13.64%Vanguard Small-Cap Value ETF
Shares2.4K
Event2026-03-31
Filed2026-05-14
IBDW
0.00%iShares iBonds Dec 2031 Term Corporate ETF
Shares25.0K
Event2026-03-31
Filed2026-05-14
PRU
3.36%Prudential Financial Inc
Shares5.3K
Event2026-03-31
Filed2026-05-14
WBD
4.05%Warner Bros Discovery Inc
Shares18.9K
Event2026-03-31
Filed2026-05-14
Movano Inc
0.00%Movano Inc
Shares37.5K
Event2026-03-31
Filed2026-05-14
National Grid PLC
9.73%National Grid PLC
Shares6.1K
Event2026-03-31
Filed2026-05-14
SNDK
NewSandisk Corp/DE
Shares810
Event2026-03-31
Filed2026-05-14
VRT
12.46%Vertiv Holdings Co
Shares2.0K
Event2026-03-31
Filed2026-05-14
Sunbelt Rentals Holdings Inc
NewSunbelt Rentals Holdings Inc
Shares7.9K
Event2026-03-31
Filed2026-05-14
KR
0.80%Kroger Co/The
Shares7.0K
Event2026-03-31
Filed2026-05-14
Cencora Inc
1.07%Cencora Inc
Shares1.6K
Event2026-03-31
Filed2026-05-14
LYG
-27.21%Lloyds Banking Group PLC
Shares100.0K
Event2026-03-31
Filed2026-05-14
IJS
0.00%iShares S&P Small-Cap 600 Value ETF
Shares4.2K
Event2026-03-31
Filed2026-05-14
RSG
-0.52%Republic Services Inc
Shares2.3K
Event2026-03-31
Filed2026-05-14
AJG
-8.24%Arthur J Gallagher & Co
Shares2.3K
Event2026-03-31
Filed2026-05-14
ON
2.80%ON Semiconductor Corp
Shares8.0K
Event2026-03-31
Filed2026-05-14
VONG
0.00%Vanguard Russell 1000 Growth ETF
Shares4.5K
Event2026-03-31
Filed2026-05-14
R
0.21%Ryder System Inc
Shares2.4K
Event2026-03-31
Filed2026-05-14
ERIC
2.67%Telefonaktiebolaget L M Ericsson
Shares44.0K
Event2026-03-31
Filed2026-05-14
IUSG
0.00%iShares Core S&P U.S. Growth ETF
Shares3.2K
Event2026-03-31
Filed2026-05-14
KKR & Co Inc
-3.16%KKR & Co Inc
Shares5.3K
Event2026-03-31
Filed2026-05-14
MLPA
-0.21%Global X MLP ETF
Shares9.2K
Event2026-03-31
Filed2026-05-14
RACE
-7.32%Ferrari NV
Shares1.4K
Event2026-03-31
Filed2026-05-14
BBAX
0.00%JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
Shares8.2K
Event2026-03-31
Filed2026-05-14
SUB
5.22%iShares Short-Term National Muni Bond ETF
Shares4.6K
Event2026-03-31
Filed2026-05-14
CDNS
6.82%Cadence Design Systems INC
Shares1.7K
Event2026-03-31
Filed2026-05-14
ALK
0.41%Alaska Air Group Inc
Shares13.1K
Event2026-03-31
Filed2026-05-14
APP
-9.43%AppLovin Corp
Shares1.2K
Event2026-03-31
Filed2026-05-14
FITB
11.58%Fifth Third Bancorp
Shares10.3K
Event2026-03-31
Filed2026-05-14
Apollo Global Management Inc
-9.59%Apollo Global Management Inc
Shares4.3K
Event2026-03-31
Filed2026-05-14
BRZE
14.32%Braze Inc
Shares20.0K
Event2026-03-31
Filed2026-05-14
WMB
22.90%Williams Cos Inc/The
Shares6.5K
Event2026-03-31
Filed2026-05-14
NKE
-0.20%NIKE Inc
Shares8.9K
Event2026-03-31
Filed2026-05-14
SCHE
-0.11%Schwab Emerging Markets Equity ETF
Shares14.2K
Event2026-03-31
Filed2026-05-14
NRG
7.05%NRG Energy Inc
Shares3.2K
Event2026-03-31
Filed2026-05-14
CL
14.44%Colgate-Palmolive Co
Shares5.4K
Event2026-03-31
Filed2026-05-14
MET
-36.05%MetLife Inc
Shares6.5K
Event2026-03-31
Filed2026-05-14
STM
11.14%STMicroelectronics NV
Shares13.3K
Event2026-03-31
Filed2026-05-14
EBAY
1.53%eBay Inc
Shares5.0K
Event2026-03-31
Filed2026-05-14
COIN
37.92%Coinbase Global Inc
Shares2.6K
Event2026-03-31
Filed2026-05-14
GRMN
0.21%Garmin Ltd
Shares2.0K
Event2026-03-31
Filed2026-05-14
UNM
0.00%Unum Group
Shares6.1K
Event2026-03-31
Filed2026-05-14
ARES
6.60%Ares Management Corp
Shares4.1K
Event2026-03-31
Filed2026-05-14
HP Inc
32.20%HP Inc
Shares23.2K
Event2026-03-31
Filed2026-05-14
LNG
NewCheniere Energy Inc
Shares1.6K
Event2026-03-31
Filed2026-05-14
KEY
4.99%KeyCorp
Shares21.9K
Event2026-03-31
Filed2026-05-14
IBDR
-18.18%iShares iBonds Dec 2026 Term Corporate ETF
Shares18.0K
Event2026-03-31
Filed2026-05-14
URI
6.21%United Rentals Inc
Shares599
Event2026-03-31
Filed2026-05-14
WTRG
0.02%Essential Utilities Inc
Shares10.8K
Event2026-03-31
Filed2026-05-14
SHY
-25.35%iShares 1-3 Year Treasury Bond ETF
Shares5.3K
Event2026-03-31
Filed2026-05-14
EXC
8.50%Exelon Corp
Shares8.8K
Event2026-03-31
Filed2026-05-14
VONV
0.00%Vanguard Russell 1000 Value
Shares4.6K
Event2026-03-31
Filed2026-05-14
REGN
-0.36%Regeneron Pharmaceuticals Inc
Shares551
Event2026-03-31
Filed2026-05-14
SYF
-1.44%Synchrony Financial
Shares6.2K
Event2026-03-31
Filed2026-05-14
Aeva Technologies Inc
0.00%Aeva Technologies Inc
Shares32.1K
Event2026-03-31
Filed2026-05-14
BP
0.28%BP PLC
Shares8.9K
Event2026-03-31
Filed2026-05-14
CMG
4.68%Chipotle Mexican Grill Inc
Shares12.9K
Event2026-03-31
Filed2026-05-14
TE Connectivity PLC
-2.24%TE Connectivity PLC
Shares2.0K
Event2026-03-31
Filed2026-05-14
GNR
-26.65%SPDR S&P Global Natural Resources ETF
Shares5.5K
Event2026-03-31
Filed2026-05-14
IBDX
0.00%iShares iBonds Dec 2032 Term Corporate ETF
Shares16.0K
Event2026-03-31
Filed2026-05-14
OBDC
0.00%Blue Owl Capital Corp
Shares36.1K
Event2026-03-31
Filed2026-05-14
STLD
1.00%Steel Dynamics Inc
Shares2.2K
Event2026-03-31
Filed2026-05-14
FCX
3.93%Freeport-McMoRan Inc
Shares6.8K
Event2026-03-31
Filed2026-05-14
SLB
1.18%Schlumberger Ltd
Shares7.7K
Event2026-03-31
Filed2026-05-14
IVOO
0.00%Vanguard S&P Mid-Cap 400 ETF
Shares3.5K
Event2026-03-31
Filed2026-05-14
IGSB
-0.28%iShares 1-5 Year Investment Grade Corporate Bond ETF
Shares7.5K
Event2026-03-31
Filed2026-05-14
AN
5.05%AutoNation Inc
Shares2.0K
Event2026-03-31
Filed2026-05-14
JPIE
3.04%JPMorgan Income ETF
Shares8.5K
Event2026-03-31
Filed2026-05-14
DVN
-27.68%Devon Energy Corp
Shares7.8K
Event2026-03-31
Filed2026-05-14
STZ
19.32%Constellation Brands Inc
Shares2.6K
Event2026-03-31
Filed2026-05-14
MDGL
-0.93%Madrigal Pharmaceuticals Inc
Shares745
Event2026-03-31
Filed2026-05-14
TFC
-6.08%Truist Financial Corp
Shares8.4K
Event2026-03-31
Filed2026-05-14
VYMI
33.50%Vanguard International High Dividend Yield ETF
Shares4.1K
Event2026-03-31
Filed2026-05-14
EW
0.46%Edwards Lifesciences Corp
Shares4.8K
Event2026-03-31
Filed2026-05-14
IBTG
-28.34%iShares iBonds Dec 2026 Term Treasury ETF
Shares16.8K
Event2026-03-31
Filed2026-05-14
CCEP
1.68%Coca-Cola Europacific Partners PLC
Shares4.2K
Event2026-03-31
Filed2026-05-14
CARR
-12.56%Carrier Global Corp
Shares6.8K
Event2026-03-31
Filed2026-05-14
VHT
-22.22%Vanguard Health Care ETF
Shares1.4K
Event2026-03-31
Filed2026-05-14
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available