The Analysis of Equitable Holdings, Inc.'s Holdings & P&L


Currently, Equitable Holdings, Inc. holds 1689 types of securities in its portfolio with a total value $15.5B. In the most recent quarter, they have increased their positions in BIL (+1.1M shares, valued at $99.6M), AAPL (+293.9K shares, valued at $78.9M), MSFT (+169.3K shares, valued at $75.8M); decreased their positions in VONG (-1.2M shares, valued at $258.9M), ILCG (-1.3M shares, valued at $139.0M), IGM (-533.5K shares, valued at $136.9M); initiated new positions in IGEB (+730.0K shares, valued at $33.3M), MEAR (+385.1K shares, valued at $19.4M), IEZ (+408.8K shares, valued at $11.8M).


1M P&L
+413.4M+2.97%
3M P&L
-3.3B-18.61%
HY P&L
-2.7B-15.94%

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/A11.2B
83.9%
2Semiconductors273.0M
2.0%
3Consumer Electronics220.6M
1.7%

Top Industries by Stock Count

1N/A960 stocks
63.9%
2Software - Application26 stocks
1.7%
3Asset Management20 stocks
1.3%
Stock Holdings
INVESCO QQQ TR
INVESCO QQQ TR
7.38%
Shares676.5K
Event2026-03-31
Filed2026-05-15
VONG
VANGUARD SCOTTSDALE FDS
-44.04%
Shares1.6M
Event2026-03-31
Filed2026-05-15
AAPL
APPLE INC
36.22%
Shares1.1M
Event2026-03-31
Filed2026-05-15
XLK
SELECT SECTOR SPDR TR
-24.67%
Shares1.4M
Event2026-03-31
Filed2026-05-15
SPYV
SPDR SERIES TRUST
-5.16%
Shares4.9M
Event2026-03-31
Filed2026-05-15
IGM
ISHARES TR
-33.11%
Shares1.1M
Event2026-03-31
Filed2026-05-15
VGT
VANGUARD WORLD FD
-29.77%
Shares212.7K
Event2026-03-31
Filed2026-05-15
NVDA
NVIDIA CORPORATION
28.07%
Shares1.4M
Event2026-03-31
Filed2026-05-15
VUG
VANGUARD INDEX FDS
-17.63%
Shares652.4K
Event2026-03-31
Filed2026-05-15
IVV
ISHARES TR
0.64%
Shares649.0K
Event2026-03-31
Filed2026-05-15
SPY
STATE STR SPDR S&P 500 ETF T
3.30%
Shares299.5K
Event2026-03-31
Filed2026-05-15
MSFT
MICROSOFT CORP
61.47%
Shares444.7K
Event2026-03-31
Filed2026-05-15
SPYG
SPDR SERIES TRUST
-4.94%
Shares4.7M
Event2026-03-31
Filed2026-05-15
VCIT
VANGUARD SCOTTSDALE FDS
8.48%
Shares1.6M
Event2026-03-31
Filed2026-05-15
AMZN
AMAZON COM INC
24.66%
Shares799.8K
Event2026-03-31
Filed2026-05-15
VONV
VANGUARD SCOTTSDALE FDS
7.73%
Shares937.2K
Event2026-03-31
Filed2026-05-15
DYNF
BLACKROCK ETF TRUST
10.77%
Shares2.2M
Event2026-03-31
Filed2026-05-15
BIL
SPDR SERIES TRUST
302.80%
Shares1.4M
Event2026-03-31
Filed2026-05-15
VTI
VANGUARD INDEX FDS
-0.07%
Shares393.4K
Event2026-03-31
Filed2026-05-15
VTV
VANGUARD INDEX FDS
-11.99%
Shares1.1M
Event2026-03-31
Filed2026-05-15
SPDW
SPDR INDEX SHS FDS
5.07%
Shares2.7M
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
28.30%
Shares387.3K
Event2026-03-31
Filed2026-05-15
IEFA
ISHARES TR
4.55%
Shares1.5M
Event2026-03-31
Filed2026-05-15
JEPI
J P MORGAN EXCHANGE TRADED F
15.68%
Shares2.1M
Event2026-03-31
Filed2026-05-15
VANGUARD INDEX FDS
VANGUARD INDEX FDS
21.40%
Shares367.2K
Event2026-03-31
Filed2026-05-15
VB
VANGUARD INDEX FDS
9.30%
Shares423.3K
Event2026-03-31
Filed2026-05-15
VO
VANGUARD INDEX FDS
11.09%
Shares375.9K
Event2026-03-31
Filed2026-05-15
SPHQ
INVESCO EXCHANGE TRADED FD T
9.30%
Shares1.4M
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
5.86%
Shares212.0K
Event2026-03-31
Filed2026-05-15
IWS
ISHARES TR
-0.50%
Shares406.9K
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
53.72%
Shares538.7K
Event2026-03-31
Filed2026-05-15
ILCG
ISHARES TR
-57.40%
Shares991.9K
Event2026-03-31
Filed2026-05-15
QUAL
ISHARES TR
12.83%
Shares517.3K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
12.56%
Shares324.4K
Event2026-03-31
Filed2026-05-15
VYM
VANGUARD WHITEHALL FDS
5.97%
Shares692.2K
Event2026-03-31
Filed2026-05-15
META
META PLATFORMS INC
29.65%
Shares148.2K
Event2026-03-31
Filed2026-05-15
JPM
JPMORGAN CHASE & CO
37.92%
Shares289.1K
Event2026-03-31
Filed2026-05-15
BROADCOM INC
BROADCOM INC
116.68%
Shares263.5K
Event2026-03-31
Filed2026-05-15
IWD
ISHARES TR
-5.19%
Shares343.6K
Event2026-03-31
Filed2026-05-15
RDVY
FIRST TR EXCHANGE TRADED FD
-8.06%
Shares1.2M
Event2026-03-31
Filed2026-05-15
JMOM
J P MORGAN EXCHANGE TRADED F
13.76%
Shares1.3M
Event2026-03-31
Filed2026-05-15
SPMO
INVESCO EXCH TRADED FD TR II
22.57%
Shares711.1K
Event2026-03-31
Filed2026-05-15
VV
VANGUARD INDEX FDS
1.25%
Shares323.9K
Event2026-03-31
Filed2026-05-15
CGDV
CAPITAL GROUP DIVIDEND VALUE
33.93%
Shares1.9M
Event2026-03-31
Filed2026-05-15
JEPQ
J P MORGAN EXCHANGE TRADED F
12.09%
Shares2.2M
Event2026-03-31
Filed2026-05-15
GLD
SPDR GOLD TR
6.20%
Shares191.7K
Event2026-03-31
Filed2026-05-15
IWB
ISHARES TR
2.11%
Shares150.7K
Event2026-03-31
Filed2026-05-15
TSLA
TESLA INC
26.25%
Shares174.1K
Event2026-03-31
Filed2026-05-15
GLDM
WORLD GOLD TR
6.08%
Shares865.3K
Event2026-03-31
Filed2026-05-15
QQQM
INVESCO EXCH TRADED FD TR II
-5.32%
Shares286.3K
Event2026-03-31
Filed2026-05-15
VIG
VANGUARD SPECIALIZED FUNDS
14.07%
Shares313.1K
Event2026-03-31
Filed2026-05-15
SPEM
SPDR INDEX SHS FDS
8.01%
Shares1.3M
Event2026-03-31
Filed2026-05-15
IVE
ISHARES TR
-2.28%
Shares288.3K
Event2026-03-31
Filed2026-05-15
RWL
INVESCO EXCH TRADED FD TR II
50.99%
Shares532.5K
Event2026-03-31
Filed2026-05-15
MDYV
SPDR SERIES TRUST
24.55%
Shares369.0K
Event2026-03-31
Filed2026-05-15
IWF
ISHARES TR
7.22%
Shares125.5K
Event2026-03-31
Filed2026-05-15
ILCV
ISHARES TR
1.43%
Shares619.1K
Event2026-03-31
Filed2026-05-15
IGV
ISHARES TR
89.40%
Shares551.0K
Event2026-03-31
Filed2026-05-15
VXUS
VANGUARD STAR FDS
1.96%
Shares738.4K
Event2026-03-31
Filed2026-05-15
DGRW
WISDOMTREE TR
-24.07%
Shares614.7K
Event2026-03-31
Filed2026-05-15
VYMI
VANGUARD WHITEHALL FDS
18.52%
Shares600.5K
Event2026-03-31
Filed2026-05-15
IQLT
ISHARES TR
3.96%
Shares1.2M
Event2026-03-31
Filed2026-05-15
AGG
ISHARES TR
6.98%
Shares533.0K
Event2026-03-31
Filed2026-05-15
VOOG
VANGUARD ADMIRAL FDS INC
7.96%
Shares117.6K
Event2026-03-31
Filed2026-05-15
SPYM
SPDR SERIES TRUST
11.04%
Shares648.4K
Event2026-03-31
Filed2026-05-15
BINC
BLACKROCK ETF TRUST II
12.84%
Shares957.0K
Event2026-03-31
Filed2026-05-15
WMT
WALMART INC
88.82%
Shares429.7K
Event2026-03-31
Filed2026-05-15
LLY
ELI LILLY & CO
33.45%
Shares47.0K
Event2026-03-31
Filed2026-05-15
VOE
VANGUARD INDEX FDS
6.55%
Shares283.9K
Event2026-03-31
Filed2026-05-15
SGOV
ISHARES TR
358.79%
Shares459.0K
Event2026-03-31
Filed2026-05-15
VGK
VANGUARD INTL EQUITY INDEX F
5.83%
Shares321.1K
Event2026-03-31
Filed2026-05-15
SPSM
SPDR SERIES TRUST
1.33%
Shares970.5K
Event2026-03-31
Filed2026-05-15
DFUS
DIMENSIONAL ETF TRUST
4.90%
Shares615.0K
Event2026-03-31
Filed2026-05-15
ISHARES GOLD TR
ISHARES GOLD TR
-6.48%
Shares690.7K
Event2026-03-31
Filed2026-05-15
SPAB
SPDR SERIES TRUST
-21.88%
Shares1.7M
Event2026-03-31
Filed2026-05-15
COST
COSTCO WHOLESALE CORPORATION
21.64%
Shares48.2K
Event2026-03-31
Filed2026-05-15
CGGR
CAPITAL GROUP GROWTH ETF
42.63%
Shares980.8K
Event2026-03-31
Filed2026-05-15
DFAC
DIMENSIONAL ETF TRUST
-0.63%
Shares1.1M
Event2026-03-31
Filed2026-05-15
IUSG
ISHARES TR
-10.26%
Shares248.1K
Event2026-03-31
Filed2026-05-15
XLF
SELECT SECTOR SPDR TR
4.42%
Shares764.4K
Event2026-03-31
Filed2026-05-15
IEMG
ISHARES INC
6.13%
Shares607.5K
Event2026-03-31
Filed2026-05-15
IDMO
INVESCO EXCH TRADED FD TR II
11.99%
Shares725.1K
Event2026-03-31
Filed2026-05-15
MUB
ISHARES TR
-17.25%
Shares373.9K
Event2026-03-31
Filed2026-05-15
SPTI
SPDR SERIES TRUST
6.61%
Shares1.4M
Event2026-03-31
Filed2026-05-15
TBIL
RBB FD INC
259.96%
Shares777.9K
Event2026-03-31
Filed2026-05-15
V
VISA INC
69.07%
Shares113.3K
Event2026-03-31
Filed2026-05-15
AMJB
JPMORGAN CHASE FINL CO LLC
7.15%
Shares1.3M
Event2026-03-31
Filed2026-05-15
JNJ
JOHNSON & JOHNSON
107.56%
Shares170.6K
Event2026-03-31
Filed2026-05-15
VWO
VANGUARD INTL EQUITY INDEX F
28.50%
Shares1.3M
Event2026-03-31
Filed2026-05-15
DFIV
DIMENSIONAL ETF TRUST
26.71%
Shares756.1K
Event2026-03-31
Filed2026-05-15
PLTR
PALANTIR TECHNOLOGIES INC
33.28%
Shares216.6K
Event2026-03-31
Filed2026-05-15
BUFR
FIRST TR EXCHNG TRADED FD VI
8.69%
Shares1.1M
Event2026-03-31
Filed2026-05-15
UTEN
RBB FD INC
21.04%
Shares845.2K
Event2026-03-31
Filed2026-05-15
DGRO
ISHARES TR
7.09%
Shares534.5K
Event2026-03-31
Filed2026-05-15
JMUB
J P MORGAN EXCHANGE TRADED F
5.88%
Shares734.7K
Event2026-03-31
Filed2026-05-15
SPTM
SPDR SERIES TRUST
15.15%
Shares449.4K
Event2026-03-31
Filed2026-05-15
USHY
ISHARES TR
-5.42%
Shares533.9K
Event2026-03-31
Filed2026-05-15
ITA
ISHARES TR
73.24%
Shares167.7K
Event2026-03-31
Filed2026-05-15
ILCB
ISHARES TR
-0.56%
Shares381.2K
Event2026-03-31
Filed2026-05-15
COWZ
PACER FDS TR
8.09%
Shares591.7K
Event2026-03-31
Filed2026-05-15
SPMD
SPDR SERIES TRUST
16.56%
Shares613.1K
Event2026-03-31
Filed2026-05-15
JQUA
J P MORGAN EXCHANGE TRADED F
8.64%
Shares559.8K
Event2026-03-31
Filed2026-05-15
SCHD
SCHWAB STRATEGIC TR
10.88%
Shares1.3M
Event2026-03-31
Filed2026-05-15
IVW
ISHARES TR
0.06%
Shares275.8K
Event2026-03-31
Filed2026-05-15
IGEB
ISHARES TR
New
Shares730.0K
Event2026-03-31
Filed2026-05-15
VBR
VANGUARD INDEX FDS
-21.41%
Shares151.8K
Event2026-03-31
Filed2026-05-15
XLV
SELECT SECTOR SPDR TR
8.28%
Shares201.0K
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-0.65%
Shares656.8K
Event2026-03-31
Filed2026-05-15
RTX
RTX CORPORATION
85.15%
Shares164.1K
Event2026-03-31
Filed2026-05-15
SPTS
SPDR SERIES TRUST
48.84%
Shares1.0M
Event2026-03-31
Filed2026-05-15
GOVT
ISHARES TR
30.67%
Shares1.3M
Event2026-03-31
Filed2026-05-15
IJH
ISHARES TR
3.01%
Shares1.4M
Event2026-03-31
Filed2026-05-15
VFVA
VANGUARD WELLINGTON FD
14.15%
Shares215.6K
Event2026-03-31
Filed2026-05-15
XOM
EXXON MOBIL CORP
52.28%
Shares213.5K
Event2026-03-31
Filed2026-05-15
XLU
SELECT SECTOR SPDR TR
6.24%
Shares655.1K
Event2026-03-31
Filed2026-05-15
GS
GOLDMAN SACHS GROUP INC
5.55%
Shares31.5K
Event2026-03-31
Filed2026-05-15
SLYV
SPDR SERIES TRUST
-5.38%
Shares300.1K
Event2026-03-31
Filed2026-05-15
IMCV
ISHARES TR
-0.16%
Shares330.3K
Event2026-03-31
Filed2026-05-15
JPST
J P MORGAN EXCHANGE TRADED F
-14.45%
Shares534.6K
Event2026-03-31
Filed2026-05-15
CGUS
CAPITAL GROUP CORE EQUITY ET
239.85%
Shares663.3K
Event2026-03-31
Filed2026-05-15
GEV
GE VERNOVA INC
27.55%
Shares37.8K
Event2026-03-31
Filed2026-05-15
IYW
ISHARES TR
-9.71%
Shares137.3K
Event2026-03-31
Filed2026-05-15
MA
MASTERCARD INCORPORATED
33.07%
Shares46.5K
Event2026-03-31
Filed2026-05-15
HD
HOME DEPOT INC
48.84%
Shares74.5K
Event2026-03-31
Filed2026-05-15
AMD
ADVANCED MICRO DEVICES INC
8.08%
Shares116.5K
Event2026-03-31
Filed2026-05-15
LVHI
LEGG MASON ETF INVT
18.34%
Shares674.8K
Event2026-03-31
Filed2026-05-15
IBM
INTERNATIONAL BUSINESS MACHS
45.92%
Shares88.1K
Event2026-03-31
Filed2026-05-15
AIRR
FIRST TR EXCHANGE TRADED FD
21.11%
Shares248.3K
Event2026-03-31
Filed2026-05-15
BA
BOEING CO
5.95%
Shares111.9K
Event2026-03-31
Filed2026-05-15
PULS
PGIM ETF TR
83.69%
Shares478.5K
Event2026-03-31
Filed2026-05-15
SCHG
SCHWAB STRATEGIC TR
13.74%
Shares726.8K
Event2026-03-31
Filed2026-05-15
XLE
SELECT SECTOR SPDR TR
56.67%
Shares523.5K
Event2026-03-31
Filed2026-05-15
BAI
BLACKROCK ETF TRUST
46.58%
Shares709.8K
Event2026-03-31
Filed2026-05-15
DIA
STATE STR SPDR DOW JONES IND
29.27%
Shares49.3K
Event2026-03-31
Filed2026-05-15
XMMO
INVESCO EXCHANGE TRADED FD T
13.09%
Shares167.7K
Event2026-03-31
Filed2026-05-15
ABBV
ABBVIE INC
26.66%
Shares100.2K
Event2026-03-31
Filed2026-05-15
PANW
PALO ALTO NETWORKS INC
109.71%
Shares123.4K
Event2026-03-31
Filed2026-05-15
MOAT
VANECK ETF TRUST
187.70%
Shares220.3K
Event2026-03-31
Filed2026-05-15
CAT
CATERPILLAR INC
61.33%
Shares36.2K
Event2026-03-31
Filed2026-05-15
NOW
SERVICENOW INC
181.82%
Shares145.3K
Event2026-03-31
Filed2026-05-15
CVX
CHEVRON CORPORATION
55.33%
Shares126.3K
Event2026-03-31
Filed2026-05-15
KO
COCA COLA CO
55.70%
Shares295.0K
Event2026-03-31
Filed2026-05-15
XLG
INVESCO EXCHANGE TRADED FD T
7.68%
Shares357.9K
Event2026-03-31
Filed2026-05-15
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
58.09%
Shares323.6K
Event2026-03-31
Filed2026-05-15
CSCO
CISCO SYS INC
183.88%
Shares272.2K
Event2026-03-31
Filed2026-05-15
NFLX
NETFLIX INC.
19.25%
Shares222.7K
Event2026-03-31
Filed2026-05-15
XLI
SELECT SECTOR SPDR TR
7.30%
Shares135.3K
Event2026-03-31
Filed2026-05-15
SMH
VANECK ETF TRUST
-14.27%
Shares58.1K
Event2026-03-31
Filed2026-05-15
ASGI
ABRDN GLOBAL INFRA INCOME FU
34.36%
Shares933.7K
Event2026-03-31
Filed2026-05-15
EFA
ISHARES TR
11.43%
Shares442.8K
Event2026-03-31
Filed2026-05-15
SDVY
FIRST TR EXCHANGE TRADED FD
-4.37%
Shares537.0K
Event2026-03-31
Filed2026-05-15
EMR
EMERSON ELEC CO
706.43%
Shares156.6K
Event2026-03-31
Filed2026-05-15
DFAT
DIMENSIONAL ETF TRUST
-0.41%
Shares340.9K
Event2026-03-31
Filed2026-05-15
PPA
INVESCO EXCHANGE TRADED FD T
10.65%
Shares128.6K
Event2026-03-31
Filed2026-05-15
SDY
SPDR SERIES TRUST
7.77%
Shares144.4K
Event2026-03-31
Filed2026-05-15
EMB
ISHARES TR
8.23%
Shares275.9K
Event2026-03-31
Filed2026-05-15
MEAR
ISHARES U S ETF TR
New
Shares385.1K
Event2026-03-31
Filed2026-05-15
VEA
VANGUARD TAX-MANAGED FDS
43.38%
Shares588.4K
Event2026-03-31
Filed2026-05-15
QGRO
AMERICAN CENTY ETF TR
7.16%
Shares164.5K
Event2026-03-31
Filed2026-05-15
FVD
FIRST TR EXCHANGE-TRADED FD
45.92%
Shares398.4K
Event2026-03-31
Filed2026-05-15
FDVV
FIDELITY COVINGTON TRUST
20.44%
Shares325.5K
Event2026-03-31
Filed2026-05-15
XLY
SELECT SECTOR SPDR TR
65.89%
Shares153.6K
Event2026-03-31
Filed2026-05-15
BLACKSTONE INC
BLACKSTONE INC
37.00%
Shares131.2K
Event2026-03-31
Filed2026-05-15
GPIX
GOLDMAN SACHS ETF TR
24.63%
Shares343.3K
Event2026-03-31
Filed2026-05-15
USMV
ISHARES TR
-5.10%
Shares191.8K
Event2026-03-31
Filed2026-05-15
MCD
MCDONALDS CORP
106.67%
Shares58.6K
Event2026-03-31
Filed2026-05-15
PID
INVESCO EXCHANGE TRADED FD T
12.30%
Shares817.5K
Event2026-03-31
Filed2026-05-15
ABT
ABBOTT LABORATORIES
166.60%
Shares156.5K
Event2026-03-31
Filed2026-05-15
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
-54.22%
Shares245.5K
Event2026-03-31
Filed2026-05-15
ORCL
ORACLE CORP
69.77%
Shares90.2K
Event2026-03-31
Filed2026-05-15
DVY
ISHARES TR
13.77%
Shares122.6K
Event2026-03-31
Filed2026-05-15
PM
PHILIP MORRIS INTL INC
104.13%
Shares106.3K
Event2026-03-31
Filed2026-05-15
CIBR
FIRST TR EXCHANGE-TRADED FD
8.50%
Shares241.7K
Event2026-03-31
Filed2026-05-15
SPHY
SPDR SERIES TRUST
1.32%
Shares725.9K
Event2026-03-31
Filed2026-05-15
MERCK & CO INC
MERCK & CO INC
92.61%
Shares154.8K
Event2026-03-31
Filed2026-05-15
SLYG
SPDR SERIES TRUST
-45.88%
Shares182.2K
Event2026-03-31
Filed2026-05-15
SOXX
ISHARES TR
66.98%
Shares53.6K
Event2026-03-31
Filed2026-05-15
JAAA
JANUS DETROIT STR TR
-18.04%
Shares332.4K
Event2026-03-31
Filed2026-05-15
IWL
ISHARES TR
-4.11%
Shares98.0K
Event2026-03-31
Filed2026-05-15
SLV
ISHARES SILVER TR
-2.62%
Shares258.3K
Event2026-03-31
Filed2026-05-15
LMT
LOCKHEED MARTIN CORP
26.39%
Shares33.1K
Event2026-03-31
Filed2026-05-15
IEF
ISHARES TR
23.89%
Shares172.4K
Event2026-03-31
Filed2026-05-15
IMCG
ISHARES TR
-0.88%
Shares206.8K
Event2026-03-31
Filed2026-05-15
EMGF
ISHARES INC
3.51%
Shares280.2K
Event2026-03-31
Filed2026-05-15
IUSV
ISHARES TR
43.38%
Shares331.2K
Event2026-03-31
Filed2026-05-15
BND
VANGUARD BD INDEX FDS
23.26%
Shares836.4K
Event2026-03-31
Filed2026-05-15
IWY
ISHARES TR
-10.86%
Shares56.8K
Event2026-03-31
Filed2026-05-15
BILS
SPDR SERIES TRUST
13.40%
Shares158.5K
Event2026-03-31
Filed2026-05-15
GE AEROSPACE
GE AEROSPACE
27.95%
Shares50.8K
Event2026-03-31
Filed2026-05-15
VTEB
VANGUARD MUN BD FDS
8.25%
Shares307.3K
Event2026-03-31
Filed2026-05-15
HON
HONEYWELL INTL INC
42.52%
Shares75.7K
Event2026-03-31
Filed2026-05-15
VRIG
INVESCO ACTIVELY MANAGED EXC
1.43%
Shares609.5K
Event2026-03-31
Filed2026-05-15
SHV
ISHARES TR
135.11%
Shares138.3K
Event2026-03-31
Filed2026-05-15
FMDE
FIDELITY COVINGTON TRUST
16.17%
Shares416.0K
Event2026-03-31
Filed2026-05-15
NOBL
PROSHARES TR
-6.71%
Shares144.7K
Event2026-03-31
Filed2026-05-15
SHOP
SHOPIFY INC
6.28%
Shares95.1K
Event2026-03-31
Filed2026-05-15
PG
PROCTER & GAMBLE CO
83.62%
Shares104.1K
Event2026-03-31
Filed2026-05-15
BUFQ
FIRST TR EXCHNG TRADED FD VI
6.61%
Shares415.8K
Event2026-03-31
Filed2026-05-15
CGXU
CAPITAL GROUP INTL FOCUS EQT
93.55%
Shares501.4K
Event2026-03-31
Filed2026-05-15
SPSB
SPDR SERIES TRUST
8.56%
Shares490.1K
Event2026-03-31
Filed2026-05-15
IOO
ISHARES TR
-11.18%
Shares116.1K
Event2026-03-31
Filed2026-05-15
BAC
BANK AMERICA CORP
45.04%
Shares273.5K
Event2026-03-31
Filed2026-05-15
CRWD
CROWDSTRIKE HLDGS INC
45.04%
Shares32.0K
Event2026-03-31
Filed2026-05-15
DBP
INVESCO DB MULTI-SECTOR COMM
-12.30%
Shares125.0K
Event2026-03-31
Filed2026-05-15
PAVE
GLOBAL X FDS
22.02%
Shares304.5K
Event2026-03-31
Filed2026-05-15
UCON
FIRST TR EXCHNG TRADED FD VI
17.75%
Shares577.8K
Event2026-03-31
Filed2026-05-15
DFAX
DIMENSIONAL ETF TRUST
0.30%
Shares442.2K
Event2026-03-31
Filed2026-05-15
DIS
DISNEY WALT CO
30.31%
Shares130.9K
Event2026-03-31
Filed2026-05-15
AMGN
AMGEN INC
163.28%
Shares42.4K
Event2026-03-31
Filed2026-05-15
TSM
TAIWAN SEMICONDUCTOR MANUFAC
9.80%
Shares46.6K
Event2026-03-31
Filed2026-05-15
JIRE
J P MORGAN EXCHANGE TRADED F
23.85%
Shares190.6K
Event2026-03-31
Filed2026-05-15
NEE
NEXTERA ENERGY INC
139.26%
Shares162.6K
Event2026-03-31
Filed2026-05-15
PEP
PEPSICO INC
163.77%
Shares94.3K
Event2026-03-31
Filed2026-05-15
CRM
SALESFORCE INC
60.63%
Shares56.8K
Event2026-03-31
Filed2026-05-15
XLC
SELECT SECTOR SPDR TR
-5.17%
Shares119.1K
Event2026-03-31
Filed2026-05-15
VTEI
VANGUARD MUN BD FDS
5.76%
Shares138.9K
Event2026-03-31
Filed2026-05-15
FDL
FIRST TR EXCHANGE-TRADED FD
35.34%
Shares314.1K
Event2026-03-31
Filed2026-05-15
IAI
ISHARES TR
292.98%
Shares83.0K
Event2026-03-31
Filed2026-05-15
IDEV
ISHARES TR
173.98%
Shares167.2K
Event2026-03-31
Filed2026-05-15
MU
MICRON TECHNOLOGY INC
6.21%
Shares47.8K
Event2026-03-31
Filed2026-05-15
DFAI
DIMENSIONAL ETF TRUST
11.65%
Shares359.0K
Event2026-03-31
Filed2026-05-15
SPTL
SPDR SERIES TRUST
70.72%
Shares516.2K
Event2026-03-31
Filed2026-05-15
GARP
ISHARES TR
406.54%
Shares199.8K
Event2026-03-31
Filed2026-05-15
JBND
J P MORGAN EXCHANGE TRADED F
154.76%
Shares250.9K
Event2026-03-31
Filed2026-05-15
QEFA
SPDR INDEX SHS FDS
4.38%
Shares148.1K
Event2026-03-31
Filed2026-05-15
CMG
CHIPOTLE MEXICAN GRILL INC
30.51%
Shares369.8K
Event2026-03-31
Filed2026-05-15
UNH
UNITEDHEALTH GROUP INC
39.04%
Shares41.7K
Event2026-03-31
Filed2026-05-15
EWG
ISHARES INC
6.93%
Shares163.8K
Event2026-03-31
Filed2026-05-15
TIP
ISHARES TR
11.29%
Shares120.4K
Event2026-03-31
Filed2026-05-15
TDIV
FIRST TR EXCHANGE TRADED FD
-11.17%
Shares136.5K
Event2026-03-31
Filed2026-05-15
EEM
ISHARES TR
9.91%
Shares240.7K
Event2026-03-31
Filed2026-05-15
UBER
UBER TECHNOLOGIES INC
-1.23%
Shares163.3K
Event2026-03-31
Filed2026-05-15
XLB
SELECT SECTOR SPDR TR
113.07%
Shares285.9K
Event2026-03-31
Filed2026-05-15
BSJT
INVESCO EXCH TRD SLF IDX FD
-1.55%
Shares602.3K
Event2026-03-31
Filed2026-05-15
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
76.89%
Shares38.1K
Event2026-03-31
Filed2026-05-15
MTUM
ISHARES TR
14.09%
Shares51.0K
Event2026-03-31
Filed2026-05-15
VZ
VERIZON COMMUNICATIONS INC
75.22%
Shares289.4K
Event2026-03-31
Filed2026-05-15
TLH
ISHARES TR
-23.79%
Shares125.0K
Event2026-03-31
Filed2026-05-15
SCHX
SCHWAB STRATEGIC TR
-18.49%
Shares472.2K
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
63.94%
Shares275.8K
Event2026-03-31
Filed2026-05-15
GILD
GILEAD SCIENCES INC
6.97%
Shares101.4K
Event2026-03-31
Filed2026-05-15
AXP
AMERICAN EXPRESS CO
23.90%
Shares34.7K
Event2026-03-31
Filed2026-05-15
MBB
ISHARES TR
11.75%
Shares130.8K
Event2026-03-31
Filed2026-05-15
ACWV
ISHARES INC
3.43%
Shares104.4K
Event2026-03-31
Filed2026-05-15
IDV
ISHARES TR
34.73%
Shares309.6K
Event2026-03-31
Filed2026-05-15
VTWG
VANGUARD SCOTTSDALE FDS
563.94%
Shares52.3K
Event2026-03-31
Filed2026-05-15
IJT
ISHARES TR
0.57%
Shares85.6K
Event2026-03-31
Filed2026-05-15
THRO
BLACKROCK ETF TRUST
54.44%
Shares332.5K
Event2026-03-31
Filed2026-05-15
IAGG
ISHARES TR
2.62%
Shares240.7K
Event2026-03-31
Filed2026-05-15
SJNK
SPDR SERIES TRUST
2.66%
Shares475.3K
Event2026-03-31
Filed2026-05-15
XLP
SELECT SECTOR SPDR TR
10.68%
Shares152.5K
Event2026-03-31
Filed2026-05-15
IEZ
ISHARES TR
New
Shares408.8K
Event2026-03-31
Filed2026-05-15
FTLS
FIRST TR EXCH TRADED FD III
99.18%
Shares166.0K
Event2026-03-31
Filed2026-05-15
NEAR
ISHARES U S ETF TR
2195.98%
Shares229.3K
Event2026-03-31
Filed2026-05-15
IJK
ISHARES TR
-27.74%
Shares143.4K
Event2026-03-31
Filed2026-05-15
OEF
ISHARES TR
-35.80%
Shares33.6K
Event2026-03-31
Filed2026-05-15
CGCP
CAPITAL GRP FIXED INCM ETF T
109.41%
Shares511.1K
Event2026-03-31
Filed2026-05-15
FTCS
FIRST TR EXCHANGE-TRADED FD
10.14%
Shares124.1K
Event2026-03-31
Filed2026-05-15
VTWV
VANGUARD SCOTTSDALE FDS
224.48%
Shares71.7K
Event2026-03-31
Filed2026-05-15
EFG
ISHARES TR
54.59%
Shares100.3K
Event2026-03-31
Filed2026-05-15
FTCB
FIRST TR EXCHANGE-TRADED FD
-5.14%
Shares537.4K
Event2026-03-31
Filed2026-05-15
IYZ
ISHARES TR
316.52%
Shares289.8K
Event2026-03-31
Filed2026-05-15
FPE
FIRST TR EXCH TRADED FD III
66.08%
Shares625.4K
Event2026-03-31
Filed2026-05-15
GRID
FIRST TR EXCHANGE-TRADED FD
20.73%
Shares73.5K
Event2026-03-31
Filed2026-05-15
FBND
FIDELITY MERRIMACK STR TR
6.47%
Shares242.4K
Event2026-03-31
Filed2026-05-15
VEU
VANGUARD INTL EQUITY INDEX F
9.18%
Shares150.5K
Event2026-03-31
Filed2026-05-15
MO
ALTRIA GROUP INC
56.30%
Shares184.1K
Event2026-03-31
Filed2026-05-15
PYLD
PIMCO ETF TR
78.58%
Shares413.4K
Event2026-03-31
Filed2026-05-15
DIVO
AMPLIFY ETF TR
25.27%
Shares245.0K
Event2026-03-31
Filed2026-05-15
XMHQ
INVESCO EXCHANGE TRADED FD T
-24.24%
Shares105.7K
Event2026-03-31
Filed2026-05-15
BLACKROCK INC
BLACKROCK INC
136.23%
Shares10.5K
Event2026-03-31
Filed2026-05-15
MEDTRONIC PLC
MEDTRONIC PLC
68.43%
Shares115.8K
Event2026-03-31
Filed2026-05-15
CGGO
CAPITAL GROUP GBL GROWTH EQT
21.07%
Shares307.4K
Event2026-03-31
Filed2026-05-15
GXPT
GLOBAL X FDS
New
Shares413.8K
Event2026-03-31
Filed2026-05-15
ASML
ASML HLDG NV
-48.77%
Shares9.0K
Event2026-03-31
Filed2026-05-15
CEG
CONSTELLATION ENERGY CORP
-4.75%
Shares29.8K
Event2026-03-31
Filed2026-05-15
IWN
ISHARES TR
132.02%
Shares55.5K
Event2026-03-31
Filed2026-05-15
VNQI
VANGUARD INTL EQUITY INDEX F
8.49%
Shares169.9K
Event2026-03-31
Filed2026-05-15
ADP
AUTOMATIC DATA PROCESSING IN
80.80%
Shares41.3K
Event2026-03-31
Filed2026-05-15
FTSM
FIRST TR EXCHANGE-TRADED FD
29.30%
Shares167.7K
Event2026-03-31
Filed2026-05-15
RVNU
DBX ETF TR
8.66%
Shares408.0K
Event2026-03-31
Filed2026-05-15
SPMB
SPDR SERIES TRUST
2.13%
Shares436.6K
Event2026-03-31
Filed2026-05-15
FLOT
ISHARES TR
-11.90%
Shares191.9K
Event2026-03-31
Filed2026-05-15
CWI
SPDR INDEX SHS FDS
185.02%
Shares264.5K
Event2026-03-31
Filed2026-05-15
GLW
CORNING INC
182.34%
Shares84.2K
Event2026-03-31
Filed2026-05-15
DLN
WISDOMTREE TR
14.76%
Shares106.1K
Event2026-03-31
Filed2026-05-15
EATON CORP PLC
EATON CORP PLC
345.13%
Shares26.9K
Event2026-03-31
Filed2026-05-15
INCM
FRANKLIN TEMPLETON ETF TR
2350.37%
Shares327.6K
Event2026-03-31
Filed2026-05-15
AVEM
AMERICAN CENTY ETF TR
159.97%
Shares117.8K
Event2026-03-31
Filed2026-05-15
TFLO
ISHARES TR
-12.65%
Shares181.9K
Event2026-03-31
Filed2026-05-15
GPIQ
GOLDMAN SACHS ETF TR
18.01%
Shares172.9K
Event2026-03-31
Filed2026-05-15
MS
MORGAN STANLEY
61.09%
Shares51.7K
Event2026-03-31
Filed2026-05-15
FFLC
FIDELITY COVINGTON TRUST
97.08%
Shares170.2K
Event2026-03-31
Filed2026-05-15
COF
CAPITAL ONE FINL CORP
73.37%
Shares39.0K
Event2026-03-31
Filed2026-05-15
DIVI
FRANKLIN TEMPLETON ETF TR
16.32%
Shares231.7K
Event2026-03-31
Filed2026-05-15
USFR
WISDOMTREE TR
-7.46%
Shares178.8K
Event2026-03-31
Filed2026-05-15
IBIT
ISHARES BITCOIN TRUST ETF
-5.99%
Shares181.2K
Event2026-03-31
Filed2026-05-15
PWB
INVESCO EXCHANGE TRADED FD T
142.69%
Shares70.6K
Event2026-03-31
Filed2026-05-15
JGRO
J P MORGAN EXCHANGE TRADED F
101.27%
Shares99.0K
Event2026-03-31
Filed2026-05-15
VOT
VANGUARD INDEX FDS
5.88%
Shares197.8K
Event2026-03-31
Filed2026-05-15
IHI
ISHARES TR
0.20%
Shares141.1K
Event2026-03-31
Filed2026-05-15
BSJU
INVESCO EXCH TRD SLF IDX FD
26.55%
Shares334.7K
Event2026-03-31
Filed2026-05-15
FXI
ISHARES TR
11.74%
Shares225.5K
Event2026-03-31
Filed2026-05-15
AMZA
ETFIS SER TR I
8.52%
Shares218.3K
Event2026-03-31
Filed2026-05-15
MINT
PIMCO ETF TR
13.47%
Shares85.9K
Event2026-03-31
Filed2026-05-15
CB
CHUBB LTD SWITZ
236.51%
Shares26.8K
Event2026-03-31
Filed2026-05-15
TXN
TEXAS INSTRS INC
63.64%
Shares47.5K
Event2026-03-31
Filed2026-05-15
TLT
ISHARES TR
4.56%
Shares98.2K
Event2026-03-31
Filed2026-05-15
OBIL
RBB FD INC
9.20%
Shares167.7K
Event2026-03-31
Filed2026-05-15
PFFA
ETFIS SER TR I
9.39%
Shares387.6K
Event2026-03-31
Filed2026-05-15
QTUM
ETF SER SOLUTIONS
12.58%
Shares75.4K
Event2026-03-31
Filed2026-05-15
IWO
ISHARES TR
24.99%
Shares25.7K
Event2026-03-31
Filed2026-05-15
LOW
LOWES COS INC
217.03%
Shares34.6K
Event2026-03-31
Filed2026-05-15
GBIL
GOLDMAN SACHS ETF TR
2.69%
Shares82.5K
Event2026-03-31
Filed2026-05-15
VTIP
VANGUARD MALVERN FDS
-2.20%
Shares343.3K
Event2026-03-31
Filed2026-05-15
VCSH
VANGUARD SCOTTSDALE FDS
76.68%
Shares103.3K
Event2026-03-31
Filed2026-05-15
WTV
WISDOMTREE TR
37.95%
Shares87.9K
Event2026-03-31
Filed2026-05-15
IWM
ISHARES TR
3.42%
Shares159.8K
Event2026-03-31
Filed2026-05-15
IXUS
ISHARES TR
17.14%
Shares94.7K
Event2026-03-31
Filed2026-05-15
SO
SOUTHERN CO
10.76%
Shares91.2K
Event2026-03-31
Filed2026-05-15
MDY
STATE STR SPDR S&P MIDCAP 40
35.35%
Shares13.1K
Event2026-03-31
Filed2026-05-15
ISRG
INTUITIVE SURGICAL INC
50.16%
Shares15.4K
Event2026-03-31
Filed2026-05-15
SHY
ISHARES TR
12.59%
Shares94.3K
Event2026-03-31
Filed2026-05-15
PFE
PFIZER INC
50.84%
Shares297.0K
Event2026-03-31
Filed2026-05-15
DBMF
LITMAN GREGORY FDS TR
30.41%
Shares274.5K
Event2026-03-31
Filed2026-05-15
QCOM
QUALCOMM INC
148.25%
Shares48.8K
Event2026-03-31
Filed2026-05-15
TMO
THERMO FISHER SCIENTIFIC INC
346.17%
Shares14.3K
Event2026-03-31
Filed2026-05-15
SCZ
ISHARES TR
-3.88%
Shares98.3K
Event2026-03-31
Filed2026-05-15
SNOW
SNOWFLAKE INC
13.36%
Shares35.1K
Event2026-03-31
Filed2026-05-15
IJR
ISHARES TR
11.36%
Shares628.5K
Event2026-03-31
Filed2026-05-15
MLPX
GLOBAL X FDS
28.92%
Shares124.6K
Event2026-03-31
Filed2026-05-15
WFC
WELLS FARGO & CO
54.72%
Shares85.1K
Event2026-03-31
Filed2026-05-15
DBEF
DBX ETF TR
5.83%
Shares155.1K
Event2026-03-31
Filed2026-05-15
JMTG
J P MORGAN EXCHANGE TRADED F
4.68%
Shares146.2K
Event2026-03-31
Filed2026-05-15
BMY
BRISTOL-MYERS SQUIBB CO
24.18%
Shares132.4K
Event2026-03-31
Filed2026-05-15
FNDF
SCHWAB STRATEGIC TR
1.64%
Shares160.0K
Event2026-03-31
Filed2026-05-15
JIVE
J P MORGAN EXCHANGE TRADED F
592.01%
Shares87.2K
Event2026-03-31
Filed2026-05-15
ADI
ANALOG DEVICES INC
851.90%
Shares22.8K
Event2026-03-31
Filed2026-05-15
PWV
INVESCO EXCHANGE TRADED FD T
1.23%
Shares107.1K
Event2026-03-31
Filed2026-05-15
BSJV
INVESCO EXCH TRD SLF IDX FD
10.53%
Shares266.9K
Event2026-03-31
Filed2026-05-15
FDN
FIRST TR EXCHANGE-TRADED FD
4.53%
Shares26.5K
Event2026-03-31
Filed2026-05-15
ICVT
ISHARES TR
6.04%
Shares72.2K
Event2026-03-31
Filed2026-05-15
VFMV
VANGUARD WELLINGTON FD
12.98%
Shares54.3K
Event2026-03-31
Filed2026-05-15
PTY
PIMCO CORPORATE & INCOME OPP
22.18%
Shares548.5K
Event2026-03-31
Filed2026-05-15
SCHW
SCHWAB CHARLES CORP
10.24%
Shares71.6K
Event2026-03-31
Filed2026-05-15
ADBE
ADOBE INC
-5.54%
Shares21.0K
Event2026-03-31
Filed2026-05-15
VPL
VANGUARD INTL EQUITY INDEX F
-18.98%
Shares40.4K
Event2026-03-31
Filed2026-05-15
SYK
STRYKER CORPORATION
302.26%
Shares20.4K
Event2026-03-31
Filed2026-05-15
RTH
VANECK ETF TRUST
-2.85%
Shares27.7K
Event2026-03-31
Filed2026-05-15
QYLD
GLOBAL X FDS
9.06%
Shares388.8K
Event2026-03-31
Filed2026-05-15
FELC
FIDELITY COVINGTON TRUST
2.47%
Shares179.3K
Event2026-03-31
Filed2026-05-15
SCHB
SCHWAB STRATEGIC TR
7.97%
Shares260.3K
Event2026-03-31
Filed2026-05-15
GRNY
TIDAL TRUST I
New
Shares285.5K
Event2026-03-31
Filed2026-05-15
VFH
VANGUARD WORLD FD
147.87%
Shares50.8K
Event2026-03-31
Filed2026-05-15
BABA
ALIBABA GROUP HLDG LTD
2.13%
Shares46.2K
Event2026-03-31
Filed2026-05-15
BSCX
INVESCO EXCH TRD SLF IDX FD
-3.48%
Shares313.4K
Event2026-03-31
Filed2026-05-15
HSY
HERSHEY CO
-3.35%
Shares36.8K
Event2026-03-31
Filed2026-05-15
DFIS
DIMENSIONAL ETF TRUST
14.74%
Shares202.1K
Event2026-03-31
Filed2026-05-15
CGBL
CAPITAL GROUP CORE BALANCED
17.80%
Shares185.9K
Event2026-03-31
Filed2026-05-15
TJX
TJX COS INC NEW
52.44%
Shares41.9K
Event2026-03-31
Filed2026-05-15
SPIB
SPDR SERIES TRUST
13.21%
Shares192.5K
Event2026-03-31
Filed2026-05-15
IBDU
ISHARES TR
549.38%
Shares279.2K
Event2026-03-31
Filed2026-05-15
IGF
ISHARES TR
1.15%
Shares105.8K
Event2026-03-31
Filed2026-05-15
VRT
VERTIV HOLDINGS CO
131.51%
Shares30.0K
Event2026-03-31
Filed2026-05-15
EQIX
EQUINIX INC
139.18%
Shares7.7K
Event2026-03-31
Filed2026-05-15
HYBL
SSGA ACTIVE TR
19.62%
Shares226.9K
Event2026-03-31
Filed2026-05-15
GDIV
HARBOR ETF TRUST
0.53%
Shares385.8K
Event2026-03-31
Filed2026-05-15
CITIGROUP INC
CITIGROUP INC
-16.44%
Shares54.9K
Event2026-03-31
Filed2026-05-15
VHT
VANGUARD WORLD FD
12.77%
Shares22.3K
Event2026-03-31
Filed2026-05-15
CGIC
CAPITAL GROUP INTERNATIONAL
278.09%
Shares196.0K
Event2026-03-31
Filed2026-05-15
HDV
ISHARES TR
4.71%
Shares51.9K
Event2026-03-31
Filed2026-05-15
WM
WASTE MGMT INC DEL
-7.07%
Shares28.6K
Event2026-03-31
Filed2026-05-15
KMI
KINDER MORGAN INC DEL
72.25%
Shares208.0K
Event2026-03-31
Filed2026-05-15
PKW
INVESCO EXCHANGE TRADED FD T
6.53%
Shares46.8K
Event2026-03-31
Filed2026-05-15
IBDS
ISHARES TR
204.79%
Shares257.2K
Event2026-03-31
Filed2026-05-15
DE
DEERE & CO
13.04%
Shares12.8K
Event2026-03-31
Filed2026-05-15
ALPS ETF TR
ALPS ETF TR
-13.23%
Shares107.9K
Event2026-03-31
Filed2026-05-15
DEM
WISDOMTREE TR
10.93%
Shares132.1K
Event2026-03-31
Filed2026-05-15
MUNI
PIMCO ETF TR
28.01%
Shares116.3K
Event2026-03-31
Filed2026-05-15
HYG
ISHARES TR
1.61%
Shares63.0K
Event2026-03-31
Filed2026-05-15
DON
WISDOMTREE TR
-5.37%
Shares117.9K
Event2026-03-31
Filed2026-05-15
ISTB
ISHARES TR
11.96%
Shares123.9K
Event2026-03-31
Filed2026-05-15
UNP
UNION PAC CORP
154.58%
Shares25.2K
Event2026-03-31
Filed2026-05-15
CGMS
CAPITAL GRP FIXED INCM ETF T
13.73%
Shares216.1K
Event2026-03-31
Filed2026-05-15
SPDR SERIES TRUST
SPDR SERIES TRUST
-25.71%
Shares101.2K
Event2026-03-31
Filed2026-05-15
JAVA
J P MORGAN EXCHANGE TRADED F
128.66%
Shares82.8K
Event2026-03-31
Filed2026-05-15
WINN
HARBOR ETF TRUST
5.19%
Shares191.0K
Event2026-03-31
Filed2026-05-15
FLMI
FRANKLIN TEMPLETON ETF TR
10.29%
Shares237.8K
Event2026-03-31
Filed2026-05-15
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
145.19%
Shares24.9K
Event2026-03-31
Filed2026-05-15
NOC
NORTHROP GRUMMAN CORP
121.95%
Shares9.9K
Event2026-03-31
Filed2026-05-15
LMBS
FIRST TR EXCHANGE-TRADED FD
57.97%
Shares116.7K
Event2026-03-31
Filed2026-05-15
FENI
FIDELITY COVINGTON TRUST
61.84%
Shares159.2K
Event2026-03-31
Filed2026-05-15
HYDB
ISHARES TR
1114.72%
Shares122.8K
Event2026-03-31
Filed2026-05-15
BALI
BLACKROCK ETF TRUST
36.04%
Shares182.9K
Event2026-03-31
Filed2026-05-15
PNC
PNC FINL SVCS GROUP INC
69.85%
Shares27.7K
Event2026-03-31
Filed2026-05-15
STIP
ISHARES TR
22.14%
Shares55.7K
Event2026-03-31
Filed2026-05-15
EPD
ENTERPRISE PRODS PARTNERS L
16.30%
Shares174.9K
Event2026-03-31
Filed2026-05-15
VIGI
VANGUARD WHITEHALL FDS
4.29%
Shares62.4K
Event2026-03-31
Filed2026-05-15
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
18.67%
Shares47.0K
Event2026-03-31
Filed2026-05-15
SKYY
FIRST TR EXCHANGE-TRADED FD
-16.02%
Shares43.5K
Event2026-03-31
Filed2026-05-15
ALPS ETF TR
ALPS ETF TR
81.84%
Shares114.2K
Event2026-03-31
Filed2026-05-15
DLR
DIGITAL RLTY TR INC
44.75%
Shares34.5K
Event2026-03-31
Filed2026-05-15
IBB
ISHARES TR
41.71%
Shares33.0K
Event2026-03-31
Filed2026-05-15
VT
VANGUARD INTL EQUITY INDEX F
195.60%
Shares39.9K
Event2026-03-31
Filed2026-05-15
BIZD
VANECK ETF TRUST
34.91%
Shares391.2K
Event2026-03-31
Filed2026-05-15
FYC
FIRST TR EXCHANGE-TRADED ALP
2.93%
Shares57.5K
Event2026-03-31
Filed2026-05-15
FTEC
FIDELITY COVINGTON TRUST
2.33%
Shares24.5K
Event2026-03-31
Filed2026-05-15
FESM
FIDELITY COVINGTON TRUST
23.41%
Shares145.1K
Event2026-03-31
Filed2026-05-15
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
18.25%
Shares62.8K
Event2026-03-31
Filed2026-05-15
EPI
WISDOMTREE TR
-6.51%
Shares117.3K
Event2026-03-31
Filed2026-05-15
FYLD
CAMBRIA ETF TR
-17.38%
Shares166.9K
Event2026-03-31
Filed2026-05-15
FTHI
FIRST TR EXCHANGE TRADED FD
23.08%
Shares229.1K
Event2026-03-31
Filed2026-05-15
EQWL
INVESCO EXCHANGE TRADED FD T
3.13%
Shares45.6K
Event2026-03-31
Filed2026-05-15
BSCY
INVESCO EXCH TRD SLF IDX FD
-8.37%
Shares254.2K
Event2026-03-31
Filed2026-05-15
T
AT&T INC
11.36%
Shares212.5K
Event2026-03-31
Filed2026-05-15
AVUV
AMERICAN CENTY ETF TR
207.94%
Shares49.8K
Event2026-03-31
Filed2026-05-15
FLQL
FRANKLIN TEMPLETON ETF TR
7.28%
Shares76.2K
Event2026-03-31
Filed2026-05-15
BBUS
J P MORGAN EXCHANGE TRADED F
5.96%
Shares42.5K
Event2026-03-31
Filed2026-05-15
MNA
NEW YORK LIFE INVESTMENTS ET
4.29%
Shares146.1K
Event2026-03-31
Filed2026-05-15
SUSC
ISHARES TR
8.82%
Shares223.0K
Event2026-03-31
Filed2026-05-15
IUSB
ISHARES TR
47.40%
Shares111.4K
Event2026-03-31
Filed2026-05-15
BSX
BOSTON SCIENTIFIC CORP
154.46%
Shares57.5K
Event2026-03-31
Filed2026-05-15
CGDG
CAPITAL GROUP DIVIDEND GROWE
71.73%
Shares144.9K
Event2026-03-31
Filed2026-05-15
FIXD
FIRST TR EXCHNG TRADED FD VI
5.08%
Shares116.3K
Event2026-03-31
Filed2026-05-15
XAR
SPDR SERIES TRUST
36.16%
Shares21.3K
Event2026-03-31
Filed2026-05-15
CLOA
BLACKROCK ETF TRUST II
37.33%
Shares99.4K
Event2026-03-31
Filed2026-05-15
SMLF
ISHARES TR
10.17%
Shares68.2K
Event2026-03-31
Filed2026-05-15
TCAF
T ROWE PRICE ETF INC
12.08%
Shares133.5K
Event2026-03-31
Filed2026-05-15
USB
US BANCORP
210.46%
Shares96.7K
Event2026-03-31
Filed2026-05-15
BSCR
INVESCO EXCH TRD SLF IDX FD
2.47%
Shares255.1K
Event2026-03-31
Filed2026-05-15
PH
PARKER-HANNIFIN CORP
102.41%
Shares5.6K
Event2026-03-31
Filed2026-05-15
ONEY
SPDR SERIES TRUST
8.50%
Shares43.8K
Event2026-03-31
Filed2026-05-15
PWR
QUANTA SVCS INC
-25.44%
Shares10.3K
Event2026-03-31
Filed2026-05-15
BIV
VANGUARD BD INDEX FDS
90.25%
Shares63.5K
Event2026-03-31
Filed2026-05-15
IYH
ISHARES TR
-45.87%
Shares75.7K
Event2026-03-31
Filed2026-05-15
INTF
ISHARES TR
2.64%
Shares129.7K
Event2026-03-31
Filed2026-05-15
ONEV
SPDR SERIES TRUST
-0.60%
Shares36.7K
Event2026-03-31
Filed2026-05-15
PDBC
INVESCO ACTVELY MNGD ETC FD
-5.75%
Shares368.6K
Event2026-03-31
Filed2026-05-15
FEZ
SPDR INDEX SHS FDS
-48.01%
Shares75.6K
Event2026-03-31
Filed2026-05-15
INDA
ISHARES TR
415.14%
Shares100.1K
Event2026-03-31
Filed2026-05-15
SBUX
STARBUCKS CORP
94.55%
Shares55.7K
Event2026-03-31
Filed2026-05-15
FMB
FIRST TR EXCH TRADED FD III
10.74%
Shares93.6K
Event2026-03-31
Filed2026-05-15
URI
UNITED RENTALS INC
5.60%
Shares5.9K
Event2026-03-31
Filed2026-05-15
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
378.29%
Shares37.7K
Event2026-03-31
Filed2026-05-15
LINDE PLC
LINDE PLC
140.67%
Shares10.2K
Event2026-03-31
Filed2026-05-15
EWI
ISHARES INC
-1.14%
Shares86.8K
Event2026-03-31
Filed2026-05-15
BKLC
BNY MELLON ETF TRUST
11.13%
Shares36.0K
Event2026-03-31
Filed2026-05-15
ITW
ILLINOIS TOOL WKS INC
418.73%
Shares18.3K
Event2026-03-31
Filed2026-05-15
ZTS
ZOETIS INC
18.52%
Shares37.4K
Event2026-03-31
Filed2026-05-15
GSLC
GOLDMAN SACHS ETF TR
6.04%
Shares35.2K
Event2026-03-31
Filed2026-05-15
CRWV
COREWEAVE INC
168.10%
Shares62.6K
Event2026-03-31
Filed2026-05-15
MMM
3M CO
39.84%
Shares30.0K
Event2026-03-31
Filed2026-05-15
IDEF
BLACKROCK ETF TRUST
New
Shares141.4K
Event2026-03-31
Filed2026-05-15
HIMU
BLACKROCK ETF TRUST II
14.41%
Shares95.1K
Event2026-03-31
Filed2026-05-15
BKAG
BNY MELLON ETF TRUST
5.77%
Shares108.9K
Event2026-03-31
Filed2026-05-15
SPHD
INVESCO EXCH TRADED FD TR II
-31.13%
Shares96.0K
Event2026-03-31
Filed2026-05-15
GWX
SPDR INDEX SHS FDS
2.05%
Shares112.3K
Event2026-03-31
Filed2026-05-15
XLRE
SELECT SECTOR SPDR TR
-9.78%
Shares113.3K
Event2026-03-31
Filed2026-05-15
ONEQ
FIDELITY COMWLTH TR
9.86%
Shares50.0K
Event2026-03-31
Filed2026-05-15
LCTU
BLACKROCK ETF TRUST
-9.87%
Shares61.6K
Event2026-03-31
Filed2026-05-15
DFAE
DIMENSIONAL ETF TRUST
4.35%
Shares139.4K
Event2026-03-31
Filed2026-05-15
DHR
DANAHER CORP DEL
157.80%
Shares22.1K
Event2026-03-31
Filed2026-05-15
CMCSA
COMCAST CORP NEW
13.45%
Shares151.2K
Event2026-03-31
Filed2026-05-15
IYF
ISHARES TR
5.98%
Shares34.9K
Event2026-03-31
Filed2026-05-15
SRLN
SSGA ACTIVE ETF TR
-26.17%
Shares109.1K
Event2026-03-31
Filed2026-05-15
PPL
PPL CORP
-1.65%
Shares128.2K
Event2026-03-31
Filed2026-05-15
VBK
VANGUARD INDEX FDS
6.12%
Shares14.8K
Event2026-03-31
Filed2026-05-15
OKLO
OKLO INC
1715.37%
Shares71.6K
Event2026-03-31
Filed2026-05-15
EWW
ISHARES INC
397.55%
Shares64.4K
Event2026-03-31
Filed2026-05-15
RDDT
REDDIT INC
23.27%
Shares19.4K
Event2026-03-31
Filed2026-05-15
BNDX
VANGUARD CHARLOTTE FDS
-16.35%
Shares91.7K
Event2026-03-31
Filed2026-05-15
PSX
PHILLIPS 66
81.86%
Shares29.5K
Event2026-03-31
Filed2026-05-15
IWV
ISHARES TR
6.24%
Shares11.4K
Event2026-03-31
Filed2026-05-15
BOND
PIMCO ETF TR
119.30%
Shares50.8K
Event2026-03-31
Filed2026-05-15
EAGG
ISHARES TR
12.12%
Shares91.6K
Event2026-03-31
Filed2026-05-15
VDC
VANGUARD WORLD FD
16.22%
Shares20.6K
Event2026-03-31
Filed2026-05-15
ORLY
OREILLY AUTOMOTIVE INC
32.41%
Shares47.8K
Event2026-03-31
Filed2026-05-15
GDX
VANECK ETF TRUST
16.14%
Shares50.7K
Event2026-03-31
Filed2026-05-15
AEP
AMERICAN ELEC PWR CO INC
43.71%
Shares36.8K
Event2026-03-31
Filed2026-05-15
IBDW
ISHARES TR
New
Shares207.5K
Event2026-03-31
Filed2026-05-15
AIQ
GLOBAL X FDS
3.57%
Shares85.2K
Event2026-03-31
Filed2026-05-15
GSIE
GOLDMAN SACHS ETF TR
23.41%
Shares100.4K
Event2026-03-31
Filed2026-05-15
CGCB
CAPITAL GRP FIXED INCM ETF T
13.22%
Shares162.3K
Event2026-03-31
Filed2026-05-15
NKE
NIKE INC
87.02%
Shares68.6K
Event2026-03-31
Filed2026-05-15
INTC
INTEL CORP
35.75%
Shares112.5K
Event2026-03-31
Filed2026-05-15
BSCT
INVESCO EXCH TRD SLF IDX FD
9.81%
Shares227.4K
Event2026-03-31
Filed2026-05-15
BOTZ
GLOBAL X FDS
9.12%
Shares118.1K
Event2026-03-31
Filed2026-05-15
CGMU
CAPITAL GRP FIXED INCM ETF T
38.51%
Shares156.0K
Event2026-03-31
Filed2026-05-15
PEG
PUBLIC SVC ENTERPRISE GROUP
11.71%
Shares53.1K
Event2026-03-31
Filed2026-05-15
SPEU
SPDR INDEX SHS FDS
-51.88%
Shares81.5K
Event2026-03-31
Filed2026-05-15
AMT
AMERICAN TOWER CORP
489.73%
Shares24.5K
Event2026-03-31
Filed2026-05-15
AUSF
GLOBAL X FDS
-29.29%
Shares91.4K
Event2026-03-31
Filed2026-05-15
ENB
ENBRIDGE INC
17.18%
Shares87.4K
Event2026-03-31
Filed2026-05-15
VLUE
ISHARES TR
-1.02%
Shares30.9K
Event2026-03-31
Filed2026-05-15
CALF
PACER FDS TR
-9.73%
Shares95.0K
Event2026-03-31
Filed2026-05-15
JPLD
J P MORGAN EXCHANGE TRADED F
22.41%
Shares80.5K
Event2026-03-31
Filed2026-05-15
AVDE
AMERICAN CENTY ETF TR
21.81%
Shares51.2K
Event2026-03-31
Filed2026-05-15
VFLO
VICTORY PORTFOLIOS II
18.50%
Shares106.9K
Event2026-03-31
Filed2026-05-15
CLIP
GLOBAL X FDS
New
Shares41.9K
Event2026-03-31
Filed2026-05-15
PFF
ISHARES TR
13.08%
Shares135.3K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available