Sponsored
The Analysis of EverSource Wealth Advisors, LLC's Holdings & P&L
Currently, EverSource Wealth Advisors, LLC holds 4380 types of securities in its portfolio with a total value $3.3B. In the most recent quarter, they have increased their positions in ELV (+661.1K shares, valued at $58.2M), BKNG (+486.5K shares, valued at $44.8M), OGN (+122.5K shares, valued at $40.5M); decreased their positions in N/A (-684.7K shares, valued at $210.6M), DFAC (-567.0K shares, valued at $139.3M), N/A (-120.6K shares, valued at $62.2M); initiated new positions in CLOA (+132.8K shares, valued at $23.2M), FLD (+494.3K shares, valued at $19.2M), TPYP (+47.6K shares, valued at $15.3M).
1M P&L
+70.3M+2.82%
3M P&L
-373.6M-12.73%
HY P&L
-257.2M-9.13%
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/A1.5B
62.8%
2Software - Infrastructure83.1M
3.5%
3Semiconductors62.0M
2.6%
Top Industries by Stock Count
1N/A829 stocks
20.8%
2Banks - Regional275 stocks
6.9%
3Biotechnology239 stocks
6.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
RWX STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF512.5K shares97523.43%2026-03-312026-05-14
Sponsored
Sponsored
ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF49.6K shares9899.19%2026-03-312026-05-14
Sponsored
VIRTUS SEIX AAA PRIVATE CREDIT CLO ETF VIRTUS SEIX AAA PRIVATE CREDIT CLO ETF113.4K shares1462.97%2026-03-312026-05-14
Sponsored
HUDSON PACIFIC PROPERTIES INC COM HUDSON PACIFIC PROPERTIES INC COM124.6K shares830433.33%2026-03-312026-05-14
Sponsored
Sponsored
BLACKSKY TECHNOLOGY INC CL A NEW BLACKSKY TECHNOLOGY INC CL A NEW118.0K shares181470.77%2026-03-312026-05-14
Sponsored
VIRGIN GALACTIC HOLDINGS INC COM NEW VIRGIN GALACTIC HOLDINGS INC COM NEW47.9K shares17759.33%2026-03-312026-05-14
Sponsored
CAPITAL GROUP U.S. LARGE VALUE ETF CAPITAL GROUP U.S. LARGE VALUE ETF16.5K shares747.27%2026-03-312026-05-14
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ENERGY TRANSFER L P 9.250 FXD PFD I ENERGY TRANSFER L P 9.250 FXD PFD I102.1K sharesnew addition2026-03-312026-05-14
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
OAEM ONEASCENT ENHANCED SMALL AND MID CAP ETF INSTITUTIONAL SHS ONEASCENT EMERGI14.0K shares535.91%2026-03-312026-05-14
Sponsored
PINNACLE FINL PARTNERS INC COM PINNACLE FINL PARTNERS INC COM17.9K shares-15.06%2026-03-312026-05-14
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
FS SPECIALTY LENDING FD COM SH BEN INT FS SPECIALTY LENDING FD COM SH BEN INT17.0K sharesnew addition2026-03-312026-05-14
Sponsored
APPLIED FINANCE IVS US SMID ETF APPLIED FINANCE IVS US SMID ETF49.3K sharesnew addition2026-03-312026-05-14
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW32.0K shares37.57%2026-03-312026-05-14
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A12.7K shares229.60%2026-03-312026-05-14
Sponsored
Sponsored
MAGNUM ICE CREAM CO NV ORD SHS MAGNUM ICE CREAM CO NV ORD SHS20.1K shares1327.43%2026-03-312026-05-14
PARAMOUNT SKYDANCE CORP COM CL B PARAMOUNT SKYDANCE CORP COM CL B3.7K shares463.05%2026-03-312026-05-14
Sponsored
Sponsored
SUPER MICRO COMPUTER INC COM NEW SUPER MICRO COMPUTER INC COM NEW5.9K shares108.81%2026-03-312026-05-14
Sponsored
Sponsored
WISDOMTREE GLOBAL DEFENSE FUND WISDOMTREE GLOBAL DEFENSE FUND13.6K sharesnew addition2026-03-312026-05-14
Sponsored
ELV
33040.08%ELEVANCE HEALTH INC FORMERLY A COM
Shares663.1K
Event2026-03-31
Filed2026-05-14
BKNG
192309.49%BOOKING HOLDINGS INC COM
Shares486.8K
Event2026-03-31
Filed2026-05-14
OGN
3234.86%ORGANON & CO COMMON STOCK
Shares126.3K
Event2026-03-31
Filed2026-05-14
VUG
-43.46%VANGUARD GROWTH ETF
Shares109.0K
Event2026-03-31
Filed2026-05-14
PRXG
-23.99%PRAXIS IMPACT LARGE CAP GROWTH ETF
Shares1.0M
Event2026-03-31
Filed2026-05-14
VEA
-33.24%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares700.9K
Event2026-03-31
Filed2026-05-14
CRM
5694.70%SALESFORCE INC COM
Shares532.7K
Event2026-03-31
Filed2026-05-14
VSLU
-19.34%APPLIED FINANCE VALUATION LARGE CAP ETF
Shares255.1K
Event2026-03-31
Filed2026-05-14
NWFL
1989961.54%NORWOOD FINANCIAL CORP COM
Shares517.4K
Event2026-03-31
Filed2026-05-14
VTV
-49.78%VANGUARD VALUE ETF
Shares176.3K
Event2026-03-31
Filed2026-05-14
ESUM
1929.72%EVENTIDE US MARKET ETF
Shares980.4K
Event2026-03-31
Filed2026-05-14
DFAC
-82.14%DIMENSIONAL U.S. CORE EQUITY 2 ETF
Shares123.3K
Event2026-03-31
Filed2026-05-14
DEI
15288.81%DOUGLAS EMMETT INC COM
Shares264.1K
Event2026-03-31
Filed2026-05-14
HIG
10513.50%HARTFORD INSURANCE GROUP INC COM
Shares423.1K
Event2026-03-31
Filed2026-05-14
CVX
967.92%CHEVRON CORPORATION COM
Shares422.2K
Event2026-03-31
Filed2026-05-14
VBK
6302.88%VANGUARD SMALL-CAP GROWTH ETF
Shares62.3K
Event2026-03-31
Filed2026-05-14
LEN.B
255225.28%LENNAR CORP CL B
Shares454.5K
Event2026-03-31
Filed2026-05-14
IONQ
20826.73%IONQ INC COM
Shares63.4K
Event2026-03-31
Filed2026-05-14
STEP
2438.24%STEPSTONE GROUP INC COM CL A
Shares70.8K
Event2026-03-31
Filed2026-05-14
LXP INDUSTRIAL TRUST COM
6674.93%LXP INDUSTRIAL TRUST COM
Shares47.3K
Event2026-03-31
Filed2026-05-14
JPM
2103.83%JPMORGAN CHASE & CO COM
Shares785.5K
Event2026-03-31
Filed2026-05-14
TRP
2720.55%TC ENERGY CORP COM
Shares119.1K
Event2026-03-31
Filed2026-05-14
QSI
146757.38%QUANTUM SI INC COM CL A
Shares627.1K
Event2026-03-31
Filed2026-05-14
PRXV
-45.08%PRAXIS IMPACT LARGE CAP VALUE ETF
Shares755.6K
Event2026-03-31
Filed2026-05-14
DFAS
176.92%DIMENSIONAL U.S. SMALL CAP ETF
Shares148.9K
Event2026-03-31
Filed2026-05-14
CLOA
NewISHARES AAA CLO ACTIVE ETF
Shares132.8K
Event2026-03-31
Filed2026-05-14
BOIL
211.86%PROSHARES ULTRA BLOOMBERG NATURAL GAS
Shares117.4K
Event2026-03-31
Filed2026-05-14
ADT
9.71%ADT INC DEL COM
Shares68.4K
Event2026-03-31
Filed2026-05-14
RGNX
3079.00%REGENXBIO INC COM
Shares79.6K
Event2026-03-31
Filed2026-05-14
AR
4712.69%ANTERO RESOURCES CORP COM
Shares284.4K
Event2026-03-31
Filed2026-05-14
RM
314993.75%REGIONAL MGMT CORP COM
Shares100.8K
Event2026-03-31
Filed2026-05-14
VCIT
329.16%VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
Shares66.9K
Event2026-03-31
Filed2026-05-14
FLD
NewFOLD HLDGS INC COM CL A
Shares494.3K
Event2026-03-31
Filed2026-05-14
TSHA
140287.91%TAYSHA GENE THERAPIES INC COM SHS
Shares127.8K
Event2026-03-31
Filed2026-05-14
CLH
462.13%CLEAN HARBORS INC COM
Shares55.6K
Event2026-03-31
Filed2026-05-14
FNX
1316841.67%FIRST TRUST MID CAP CORE ALPHADEX FUND
Shares158.0K
Event2026-03-31
Filed2026-05-14
HAFC
569.77%HANMI FINL CORP COM NEW
Shares15.8K
Event2026-03-31
Filed2026-05-14
WY
9016.43%WEYERHAEUSER CO COM NEW
Shares227.5K
Event2026-03-31
Filed2026-05-14
DIHP
643.85%DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF
Shares475.3K
Event2026-03-31
Filed2026-05-14
AMZN
-37.21%AMAZON COM INC COM
Shares87.0K
Event2026-03-31
Filed2026-05-14
UTG
25879.25%REAVES UTIL INCOME FD COM SH BEN INT
Shares519.6K
Event2026-03-31
Filed2026-05-14
SDRL
45678.46%SEADRILL LTD COM
Shares433.5K
Event2026-03-31
Filed2026-05-14
BSV
-47.48%VANGUARD SHORT-TERM BOND ETF
Shares182.4K
Event2026-03-31
Filed2026-05-14
KLC
29279.55%KINDERCARE LEARNING COMPANIES COM
Shares25.9K
Event2026-03-31
Filed2026-05-14
CGDV
404.32%CAPITAL GROUP DIVIDEND VALUE ETF
Shares552.6K
Event2026-03-31
Filed2026-05-14
CNK
27745.64%CINEMARK HLDGS INC COM
Shares153.2K
Event2026-03-31
Filed2026-05-14
DFSV
564.86%DIMENSIONAL US SMALL CAP VALUE ETF
Shares691.9K
Event2026-03-31
Filed2026-05-14
FFIN
22054.95%FIRST FINL BANKSHARES INC COM
Shares472.6K
Event2026-03-31
Filed2026-05-14
NEWT
2691.72%NEWTEKONE INC COM NEW
Shares29.7K
Event2026-03-31
Filed2026-05-14
TPYP
NewTORTOISE NORTH AMERICAN PIPELINE ETF
Shares47.6K
Event2026-03-31
Filed2026-05-14
BNDX
-24.58%VANGUARD TOTAL INTERNATIONAL BOND ETF
Shares296.0K
Event2026-03-31
Filed2026-05-14
BND
152.35%VANGUARD TOTAL BOND MARKET ETF
Shares295.4K
Event2026-03-31
Filed2026-05-14
DJUL
NewFT VEST U.S. EQUITY DEEP BUFFER ETF - JULY
Shares274.5K
Event2026-03-31
Filed2026-05-14
OSK
1012.72%OSHKOSH CORP COM
Shares22.5K
Event2026-03-31
Filed2026-05-14
FCN
43511.84%FTI CONSULTING INC COM
Shares132.6K
Event2026-03-31
Filed2026-05-14
ASUR
2628568.42%ASURE SOFTWARE INC COM
Shares499.4K
Event2026-03-31
Filed2026-05-14
AGG
2458.12%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares174.9K
Event2026-03-31
Filed2026-05-14
HSHP
153359.09%HIMALAYA SHIPPING LTD ORD SHS
Shares67.5K
Event2026-03-31
Filed2026-05-14
RWX
97523.43%STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF
Shares512.5K
Event2026-03-31
Filed2026-05-14
VWO
-44.18%VANGUARD FTSE EMERGING MARKETS ETF
Shares237.0K
Event2026-03-31
Filed2026-05-14
JNJ
215.22%JOHNSON & JOHNSON COM
Shares47.5K
Event2026-03-31
Filed2026-05-14
SLRC
1486.83%SLR INVESTMENT CORP COM
Shares63.5K
Event2026-03-31
Filed2026-05-14
VONV
7257.80%VANGUARD RUSSELL 1000 VALUE ETF
Shares148.0K
Event2026-03-31
Filed2026-05-14
iShares Gold Trust ETF
-94.57%iShares Gold Trust ETF
Shares39.3K
Event2026-03-31
Filed2026-05-14
USIG
234.49%ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
Shares151.3K
Event2026-03-31
Filed2026-05-14
SCHW
227.92%SCHWAB CHARLES CORP COM
Shares54.1K
Event2026-03-31
Filed2026-05-14
DVN
88.09%DEVON ENERGY CORP NEW COM
Shares46.7K
Event2026-03-31
Filed2026-05-14
LITE
6954.46%LUMENTUM HLDGS INC COM
Shares7.9K
Event2026-03-31
Filed2026-05-14
TCX
642175.86%TUCOWS INC COM NEW
Shares186.3K
Event2026-03-31
Filed2026-05-14
GNRC
5098.41%GENERAC HLDGS INC COM
Shares35.9K
Event2026-03-31
Filed2026-05-14
SOVF
-50.64%Sovereigns Capital Flourish Fund
Shares224.7K
Event2026-03-31
Filed2026-05-14
PRVA
45843.41%PRIVIA HEALTH GROUP INC COM
Shares261.4K
Event2026-03-31
Filed2026-05-14
TJX
1136.34%TJX COS INC NEW COM
Shares169.2K
Event2026-03-31
Filed2026-05-14
WLFC
1235500.00%WILLIS LEASE FIN CORP COM
Shares111.2K
Event2026-03-31
Filed2026-05-14
PFSI
40697.35%PENNYMAC FINL SVCS INC NEW COM
Shares138.3K
Event2026-03-31
Filed2026-05-14
HL
4445.00%HECLA MINING COMPANY COM
Shares230.2K
Event2026-03-31
Filed2026-05-14
FLUT
103425.77%FLUTTER ENTMT PLC SHS
Shares369.6K
Event2026-03-31
Filed2026-05-14
RCEL
NewAVITA MEDICAL INC COM
Shares102.3K
Event2026-03-31
Filed2026-05-14
ICOW
9899.19%PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF
Shares49.6K
Event2026-03-31
Filed2026-05-14
WMT
70.57%WALMART INC COM
Shares155.0K
Event2026-03-31
Filed2026-05-14
AVDE
-35.19%AVANTIS INTERNATIONAL EQUITY ETF
Shares120.6K
Event2026-03-31
Filed2026-05-14
VIRTUS SEIX AAA PRIVATE CREDIT CLO ETF
1462.97%VIRTUS SEIX AAA PRIVATE CREDIT CLO ETF
Shares113.4K
Event2026-03-31
Filed2026-05-14
VB
-27.42%VANGUARD SMALL-CAP ETF
Shares41.8K
Event2026-03-31
Filed2026-05-14
BRCC
2412.94%BRC INC COM CL A
Shares14.4K
Event2026-03-31
Filed2026-05-14
LLY
2017.93%ELI LILLY & CO COM
Shares151.0K
Event2026-03-31
Filed2026-05-14
MSGE
60847.70%MADISON SQUARE GARDEN ENTMT COM CL A
Shares106.0K
Event2026-03-31
Filed2026-05-14
THR
256976.92%THERMON GROUP HLDGS INC COM
Shares133.7K
Event2026-03-31
Filed2026-05-14
SONY
759.01%SONY GROUP CORP SPONSORED ADR
Shares144.3K
Event2026-03-31
Filed2026-05-14
UHS
11098.68%UNIVERSAL HLTH SVCS INC CL B
Shares51.1K
Event2026-03-31
Filed2026-05-14
PFE
39.09%PFIZER INC COM
Shares29.8K
Event2026-03-31
Filed2026-05-14
TQQQ
953.58%PROSHARES ULTRAPRO QQQ
Shares29.1K
Event2026-03-31
Filed2026-05-14
HUDSON PACIFIC PROPERTIES INC COM
830433.33%HUDSON PACIFIC PROPERTIES INC COM
Shares124.6K
Event2026-03-31
Filed2026-05-14
RIOT
8071.14%RIOT PLATFORMS INC COM
Shares45.0K
Event2026-03-31
Filed2026-05-14
TXN
1187.20%TEXAS INSTRS INC COM
Shares49.3K
Event2026-03-31
Filed2026-05-14
JHG
1463.52%JANUS HENDERSON GROUP PLC ORD SHS
Shares156.9K
Event2026-03-31
Filed2026-05-14
APAM
1492.47%ARTISAN PARTNERS ASSET MGMT I CL A
Shares63.7K
Event2026-03-31
Filed2026-05-14
CBRL
7211.81%CRACKER BARREL OLD CTRY STORE COM
Shares18.6K
Event2026-03-31
Filed2026-05-14
BIV
-24.81%VANGUARD INTERMEDIATE-TERM BOND ETF
Shares89.0K
Event2026-03-31
Filed2026-05-14
PSEC
24472.97%PROSPECT CAP CORP COM
Shares36.4K
Event2026-03-31
Filed2026-05-14
WSM
9905.66%WILLIAMS SONOMA INC COM
Shares53.0K
Event2026-03-31
Filed2026-05-14
GRMN
1451.82%GARMIN LTD SHS
Shares38.9K
Event2026-03-31
Filed2026-05-14
VMBS
-27.38%VANGUARD MORTGAGE-BACKED SECURITIES ETF
Shares145.3K
Event2026-03-31
Filed2026-05-14
SVRA
NewSAVARA INC COM
Shares55.4K
Event2026-03-31
Filed2026-05-14
VLO
386.58%VALERO ENERGY CORP COM
Shares37.8K
Event2026-03-31
Filed2026-05-14
VIG
-9.55%VANGUARD DIVIDEND APPRECIATION ETF
Shares113.4K
Event2026-03-31
Filed2026-05-14
LENZ
14680.00%LENZ THERAPEUTICS INC COM
Shares24.4K
Event2026-03-31
Filed2026-05-14
GEHC
5075.89%GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
Shares161.4K
Event2026-03-31
Filed2026-05-14
TTEK
2213.47%TETRA TECH INC NEW COM
Shares68.2K
Event2026-03-31
Filed2026-05-14
BLV
-20.95%VANGUARD LONG-TERM BOND ETF
Shares93.2K
Event2026-03-31
Filed2026-05-14
MTB
14718.06%M & T BK CORP COM
Shares196.9K
Event2026-03-31
Filed2026-05-14
EQT CORP COM
3754.39%EQT CORP COM
Shares228.1K
Event2026-03-31
Filed2026-05-14
BLACKSKY TECHNOLOGY INC CL A NEW
181470.77%BLACKSKY TECHNOLOGY INC CL A NEW
Shares118.0K
Event2026-03-31
Filed2026-05-14
BHR
3400.23%BRAEMAR HOTELS & RESORTS INC COM
Shares124.4K
Event2026-03-31
Filed2026-05-14
BXP
2874.29%BXP INC COM
Shares38.8K
Event2026-03-31
Filed2026-05-14
ZNOV
331.30%INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER
Shares12.9K
Event2026-03-31
Filed2026-05-14
VIRGIN GALACTIC HOLDINGS INC COM NEW
17759.33%VIRGIN GALACTIC HOLDINGS INC COM NEW
Shares47.9K
Event2026-03-31
Filed2026-05-14
DHR
3020.93%DANAHER CORP DEL COM
Shares156.6K
Event2026-03-31
Filed2026-05-14
EMPB
NewEFFICIENT MARKET PORTFOLIO PLUS ETF TRUST UNITS
Shares95.1K
Event2026-03-31
Filed2026-05-14
EME
3683.43%EMCOR GROUP INC COM
Shares45.4K
Event2026-03-31
Filed2026-05-14
MVST
544.47%MICROVAST HOLDINGS INC COM
Shares87.6K
Event2026-03-31
Filed2026-05-14
NPB
30120.83%NORTHPOINTE BANCSHARES INC. COM SHS
Shares29.0K
Event2026-03-31
Filed2026-05-14
SVC
38500.97%SERVICE PPTYS TR COM SH BEN INT
Shares159.8K
Event2026-03-31
Filed2026-05-14
SOFI
4940.96%SOFI TECHNOLOGIES INC COM
Shares170.8K
Event2026-03-31
Filed2026-05-14
KNTK
16652.78%KINETIK HOLDINGS INC COM NEW CL A
Shares18.1K
Event2026-03-31
Filed2026-05-14
QLTY
4308.39%GMO US QUALITY ETF
Shares156.5K
Event2026-03-31
Filed2026-05-14
COPX
643.55%GLOBAL X COPPER MINERS ETF
Shares14.9K
Event2026-03-31
Filed2026-05-14
CAPITAL GROUP U.S. LARGE VALUE ETF
747.27%CAPITAL GROUP U.S. LARGE VALUE ETF
Shares16.5K
Event2026-03-31
Filed2026-05-14
INGN
5014.00%INOGEN INC COM
Shares46.7K
Event2026-03-31
Filed2026-05-14
ENB
847.16%ENBRIDGE INC COM
Shares131.0K
Event2026-03-31
Filed2026-05-14
VLUE
2025.54%ISHARES MSCI USA VALUE FACTOR ETF
Shares20.6K
Event2026-03-31
Filed2026-05-14
SPOT
2142.61%SPOTIFY TECHNOLOGY S A SHS
Shares33.5K
Event2026-03-31
Filed2026-05-14
VYMI
-20.44%VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
Shares9.7K
Event2026-03-31
Filed2026-05-14
ZBRA
8956.70%ZEBRA TECHNOLOGIES CORPORATION CL A
Shares64.2K
Event2026-03-31
Filed2026-05-14
COP
643.88%CONOCOPHILLIPS COM
Shares153.2K
Event2026-03-31
Filed2026-05-14
NAGE
14580.43%NIAGEN BIOSCIENCE INC COM NEW
Shares54.0K
Event2026-03-31
Filed2026-05-14
MPLX
7213.45%MPLX LP COM UNIT REP LTD
Shares38.6K
Event2026-03-31
Filed2026-05-14
ED
2163.99%CONSOLIDATED EDISON INC COM
Shares65.3K
Event2026-03-31
Filed2026-05-14
WFC
137.77%WELLS FARGO & CO COM
Shares63.7K
Event2026-03-31
Filed2026-05-14
PRAA
380.89%PRA GROUP INC COM
Shares11.9K
Event2026-03-31
Filed2026-05-14
AVEM
58.85%AVANTIS EMERGING MARKETS EQUITY ETF
Shares66.6K
Event2026-03-31
Filed2026-05-14
RAL
49335.42%RALLIANT CORP COM
Shares118.6K
Event2026-03-31
Filed2026-05-14
IREN
125949.40%IREN LIMITED ORDINARY SHARES
Shares104.6K
Event2026-03-31
Filed2026-05-14
FI
195.85%FISERV INC COM
Shares20.7K
Event2026-03-31
Filed2026-05-14
PSTG
441.02%EVERPURE INC CL A
Shares23.4K
Event2026-03-31
Filed2026-05-14
INNVENTURE INC COM
NewINNVENTURE INC COM
Shares69.4K
Event2026-03-31
Filed2026-05-14
PDI
2177.78%PIMCO DYNAMIC INCOME FD SHS
Shares113.9K
Event2026-03-31
Filed2026-05-14
CMCSA
-13.67%COMCAST CORP NEW CL A
Shares14.8K
Event2026-03-31
Filed2026-05-14
EIS
96856.00%ISHARES MSCI ISRAEL ETF
Shares97.0K
Event2026-03-31
Filed2026-05-14
EWP
321.32%ISHARES MSCI SPAIN ETF
Shares54.6K
Event2026-03-31
Filed2026-05-14
STKL
1020.38%SUNOPTA INC COM
Shares50.3K
Event2026-03-31
Filed2026-05-14
BCE
2331.76%BCE INC COM NEW
Shares95.9K
Event2026-03-31
Filed2026-05-14
SFBS
464.88%SERVISFIRST BANCSHARES INC COM
Shares58.1K
Event2026-03-31
Filed2026-05-14
RDW
1230263.64%REDWIRE CORPORATION COM
Shares135.3K
Event2026-03-31
Filed2026-05-14
ADBE
425.49%ADOBE INC COM
Shares23.0K
Event2026-03-31
Filed2026-05-14
DRS
4063.31%LEONARDO DRS INC COM
Shares49.6K
Event2026-03-31
Filed2026-05-14
HVT
6554.35%HAVERTY FURNITURE COS INC COM
Shares45.9K
Event2026-03-31
Filed2026-05-14
EIC
5235.58%EAGLE POINT INCOME COMPANY INC COM
Shares145.9K
Event2026-03-31
Filed2026-05-14
RSG
228.35%REPUBLIC SVCS INC COM
Shares19.5K
Event2026-03-31
Filed2026-05-14
VBIL
-87.33%VANGUARD 0-3 MONTH TREASURY BILL ETF
Shares54.2K
Event2026-03-31
Filed2026-05-14
CRH PLC ORD
-93.48%CRH PLC ORD
Shares8.4K
Event2026-03-31
Filed2026-05-14
UTI
26081.34%UNIVERSAL TECHNICAL INST INC COM
Shares89.8K
Event2026-03-31
Filed2026-05-14
HEFA
-81.29%ISHARES CURRENCY HEDGED MSCI EAFE ETF
Shares14.8K
Event2026-03-31
Filed2026-05-14
SMMT
17935.25%SUMMIT THERAPEUTICS INC COM
Shares25.1K
Event2026-03-31
Filed2026-05-14
PKG
1097.61%PACKAGING CORP AMER COM
Shares63.6K
Event2026-03-31
Filed2026-05-14
NVDA
-49.14%NVIDIA CORPORATION COM
Shares122.2K
Event2026-03-31
Filed2026-05-14
SPHD
37976.50%INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
Shares152.3K
Event2026-03-31
Filed2026-05-14
HELE
71136.15%HELEN OF TROY LTD COM
Shares92.6K
Event2026-03-31
Filed2026-05-14
ABBV
655.10%ABBVIE INC COM
Shares90.7K
Event2026-03-31
Filed2026-05-14
TMHC
5387.44%TAYLOR MORRISON HOME CORP COM
Shares94.8K
Event2026-03-31
Filed2026-05-14
MFG
304.68%MIZUHO FINANCIAL GROUP INC SPONSORED ADR
Shares141.2K
Event2026-03-31
Filed2026-05-14
VICR
20612.98%VICOR CORP COM
Shares75.0K
Event2026-03-31
Filed2026-05-14
INDI
8434.23%INDIE SEMICONDUCTOR INC CLASS A COM
Shares54.1K
Event2026-03-31
Filed2026-05-14
FIVE
1366.71%FIVE BELOW INC COM
Shares23.8K
Event2026-03-31
Filed2026-05-14
BUSE
1473.70%FIRST BUSEY CORP COM NEW
Shares13.3K
Event2026-03-31
Filed2026-05-14
MO
176.31%ALTRIA GROUP INC COM
Shares28.8K
Event2026-03-31
Filed2026-05-14
CAKE
5392.91%CHEESECAKE FACTORY INC COM
Shares14.7K
Event2026-03-31
Filed2026-05-14
CEFA
969.12%GLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-US ETF
Shares87.0K
Event2026-03-31
Filed2026-05-14
BHP
322.64%BHP BILLITON LIMITED SPONSORED ADS
Shares14.2K
Event2026-03-31
Filed2026-05-14
GTM
623.86%ZOOMINFO TECHNOLOGIES INC COMMON STOCK
Shares72.2K
Event2026-03-31
Filed2026-05-14
VTI
-87.80%VANGUARD TOTAL STOCK MARKET ETF
Shares11.7K
Event2026-03-31
Filed2026-05-14
ENERGY TRANSFER L P 9.250 FXD PFD I
NewENERGY TRANSFER L P 9.250 FXD PFD I
Shares102.1K
Event2026-03-31
Filed2026-05-14
PNR
461.09%PENTAIR PLC SHS
Shares32.3K
Event2026-03-31
Filed2026-05-14
IRON
156731.34%DISC MEDICINE INC COM
Shares105.1K
Event2026-03-31
Filed2026-05-14
TASK
26919.67%TASKUS INC CLASS A COM
Shares49.4K
Event2026-03-31
Filed2026-05-14
DMRC
260387.50%DIGIMARC CORP NEW COM
Shares62.5K
Event2026-03-31
Filed2026-05-14
HD
119.12%HOME DEPOT INC COM
Shares62.9K
Event2026-03-31
Filed2026-05-14
MORN
16707.69%MORNINGSTAR INC COM
Shares137.7K
Event2026-03-31
Filed2026-05-14
CPB
505.22%THE CAMPBELLS COMPANY COM
Shares27.6K
Event2026-03-31
Filed2026-05-14
NFLT
-30.12%VIRTUS NEWFLEET MULTI-SECTOR BOND ETF
Shares48.4K
Event2026-03-31
Filed2026-05-14
EMB
509.42%ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
Shares22.5K
Event2026-03-31
Filed2026-05-14
DGCB
78.41%DIMENSIONAL GLOBAL CREDIT ETF
Shares69.5K
Event2026-03-31
Filed2026-05-14
VT
-78.19%VANGUARD TOTAL WORLD STOCK ETF
Shares10.0K
Event2026-03-31
Filed2026-05-14
WS
10890.75%WORTHINGTON STL INC COM SHS
Shares57.0K
Event2026-03-31
Filed2026-05-14
QCOM
700.12%QUALCOMM INC COM
Shares82.5K
Event2026-03-31
Filed2026-05-14
ICE
1290.15%INTERCONTINENTAL EXCHANGE INC COM
Shares69.7K
Event2026-03-31
Filed2026-05-14
CWT
2882.26%CALIFORNIA WTR SVC GROUP COM
Shares18.0K
Event2026-03-31
Filed2026-05-14
CBRE
2320.74%CBRE GROUP INC CL A
Shares94.7K
Event2026-03-31
Filed2026-05-14
RTO
2214.79%RENTOKIL INITIAL PLC SPONSORED ADR
Shares45.2K
Event2026-03-31
Filed2026-05-14
MERCK & CO INC COM
9.83%MERCK & CO INC COM
Shares25.5K
Event2026-03-31
Filed2026-05-14
PYLD
-66.48%PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
Shares115.2K
Event2026-03-31
Filed2026-05-14
ATUS
5559.83%OPTIMUM COMMUNICATIONS INC CL A
Shares67.1K
Event2026-03-31
Filed2026-05-14
PRTA
19088.89%PROTHENA CORP PLC SHS
Shares17.3K
Event2026-03-31
Filed2026-05-14
MP
127.94%MP MATERIALS CORP COM CL A
Shares3.8K
Event2026-03-31
Filed2026-05-14
CAAP
14443.66%CORPORACION AMER ARPTS S A COM
Shares10.3K
Event2026-03-31
Filed2026-05-14
WCC
7179.52%WESCO INTL INC COM
Shares79.3K
Event2026-03-31
Filed2026-05-14
NIO
-49.39%NIO INC SPON ADS
Shares1.8K
Event2026-03-31
Filed2026-05-14
ASX
-42.21%ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS
Shares13.2K
Event2026-03-31
Filed2026-05-14
FENI
-64.90%FIDELITY ENHANCED INTERNATIONAL ETF
Shares73.3K
Event2026-03-31
Filed2026-05-14
LIVN
1927.23%LIVANOVA PLC SHS
Shares16.2K
Event2026-03-31
Filed2026-05-14
FTNT
1158.22%FORTINET INC COM
Shares95.4K
Event2026-03-31
Filed2026-05-14
KURA
280.22%KURA ONCOLOGY INC COM
Shares21.8K
Event2026-03-31
Filed2026-05-14
IJS
1454.80%ISHARES S&P SMALL-CAP 600 VALUE ETF
Shares35.3K
Event2026-03-31
Filed2026-05-14
DAN
645.70%DANA INC COM
Shares11.8K
Event2026-03-31
Filed2026-05-14
IYW
1108.36%ISHARES U.S. TECHNOLOGY ETF
Shares43.5K
Event2026-03-31
Filed2026-05-14
CRDO
2376.07%CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
Shares18.0K
Event2026-03-31
Filed2026-05-14
EZBC
161748.89%FRANKLIN BITCOIN ETF
Shares72.8K
Event2026-03-31
Filed2026-05-14
OIS
670.04%OIL STS INTL INC COM
Shares59.6K
Event2026-03-31
Filed2026-05-14
HLF
520.14%HERBALIFE LTD COM SHS
Shares40.6K
Event2026-03-31
Filed2026-05-14
CGXU
-86.18%CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
Shares74.8K
Event2026-03-31
Filed2026-05-14
OMAB
3198.70%GRUPO AEROPORTUARIO DEL CENTRO SPON ADR
Shares12.7K
Event2026-03-31
Filed2026-05-14
TXT
601.66%TEXTRON INC COM
Shares45.6K
Event2026-03-31
Filed2026-05-14
LPRE
NewLONG POND REAL ESTATE SELECT ETF
Shares102.9K
Event2026-03-31
Filed2026-05-14
DFGX
-6.11%DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF
Shares55.8K
Event2026-03-31
Filed2026-05-14
LE
7362.10%LANDS END INC NEW COM
Shares9.3K
Event2026-03-31
Filed2026-05-14
NVMI
2629.29%NOVA LTD COM
Shares7.6K
Event2026-03-31
Filed2026-05-14
EEM
116.55%ISHARES MSCI EMERGING MARKETS ETF
Shares21.7K
Event2026-03-31
Filed2026-05-14
DPZ
7563.21%DOMINOS PIZZA INC COM
Shares14.8K
Event2026-03-31
Filed2026-05-14
GRBK
2542.86%GREEN BRICK PARTNERS INC COM
Shares9.3K
Event2026-03-31
Filed2026-05-14
AXS
751.88%AXIS CAP HLDGS LTD SHS
Shares34.0K
Event2026-03-31
Filed2026-05-14
WCN
80.81%WASTE CONNECTIONS INC COM
Shares7.7K
Event2026-03-31
Filed2026-05-14
UTHR
1359.78%UNITED THERAPEUTICS CORP DEL COM
Shares18.8K
Event2026-03-31
Filed2026-05-14
NATL
6561.88%NCR ATLEOS CORPORATION COM SHS
Shares33.4K
Event2026-03-31
Filed2026-05-14
BLACKROCK INC COM
1174.16%BLACKROCK INC COM
Shares11.0K
Event2026-03-31
Filed2026-05-14
A
282.14%AGILENT TECHNOLOGIES INC COM
Shares15.2K
Event2026-03-31
Filed2026-05-14
EXEL
266.04%EXELIXIS INC COM
Shares45.4K
Event2026-03-31
Filed2026-05-14
SPSC
5721.96%SPS COMM INC COM
Shares66.0K
Event2026-03-31
Filed2026-05-14
MGV
64.20%VANGUARD MEGA CAP VALUE ETF
Shares51.5K
Event2026-03-31
Filed2026-05-14
BYND
58355.56%BEYOND MEAT INC COM
Shares52.6K
Event2026-03-31
Filed2026-05-14
SMBC
47950.82%SOUTHERN MO BANCORP INC COM
Shares29.3K
Event2026-03-31
Filed2026-05-14
UTF
967.92%COHEN & STEERS INFRASTRUCTURE COM
Shares24.1K
Event2026-03-31
Filed2026-05-14
OAEM
535.91%ONEASCENT ENHANCED SMALL AND MID CAP ETF INSTITUTIONAL SHS ONEASCENT EMERGI
Shares14.0K
Event2026-03-31
Filed2026-05-14
MU
51.60%MICRON TECHNOLOGY INC COM
Shares14.6K
Event2026-03-31
Filed2026-05-14
JMUB
1332.15%JPMORGAN MUNICIPAL ETF
Shares12.1K
Event2026-03-31
Filed2026-05-14
ELVN
NewENLIVEN THERAPEUTICS INC COM
Shares18.2K
Event2026-03-31
Filed2026-05-14
STRA
1572.17%STRATEGIC ED INC COM
Shares10.3K
Event2026-03-31
Filed2026-05-14
LW
275.92%LAMB WESTON HLDGS INC COM
Shares14.1K
Event2026-03-31
Filed2026-05-14
SNWV
NewSANUWAVE HEALTH INC COM
Shares43.1K
Event2026-03-31
Filed2026-05-14
MMC
107.82%MARSH & MCLENNAN COS INC COM
Shares13.0K
Event2026-03-31
Filed2026-05-14
RZLT
485862.50%REZOLUTE INC COM NEW
Shares38.9K
Event2026-03-31
Filed2026-05-14
VKTX
18846.70%VIKING THERAPEUTICS INC COM
Shares43.0K
Event2026-03-31
Filed2026-05-14
CLNE
7297.11%CLEAN ENERGY FUELS CORP COM
Shares43.5K
Event2026-03-31
Filed2026-05-14
IBP
13821.74%INSTALLED BLDG PRODS INC COM
Shares16.0K
Event2026-03-31
Filed2026-05-14
PINNACLE FINL PARTNERS INC COM
-15.06%PINNACLE FINL PARTNERS INC COM
Shares17.9K
Event2026-03-31
Filed2026-05-14
CGW
28432.11%INVESCO S&P GLOBAL WATER INDEX ETF
Shares31.1K
Event2026-03-31
Filed2026-05-14
AX
1806.52%AXOS FINANCIAL INC COM
Shares10.2K
Event2026-03-31
Filed2026-05-14
BMY
29.67%BRISTOL-MYERS SQUIBB CO COM
Shares37.4K
Event2026-03-31
Filed2026-05-14
ORCL
-10.97%ORACLE CORP COM
Shares14.7K
Event2026-03-31
Filed2026-05-14
SQM
12792.40%SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B
Shares67.8K
Event2026-03-31
Filed2026-05-14
CPRT
37.12%COPART INC COM
Shares9.9K
Event2026-03-31
Filed2026-05-14
MCHP
1043.87%MICROCHIP TECHNOLOGY INC. COM
Shares42.1K
Event2026-03-31
Filed2026-05-14
MXL
387.37%MAXLINEAR INC COM
Shares6.6K
Event2026-03-31
Filed2026-05-14
VCLT
854.88%VANGUARD LONG-TERM CORPORATE BOND ETF
Shares10.0K
Event2026-03-31
Filed2026-05-14
INSW
3815.13%INTERNATIONAL SEAWAYS INC COM
Shares41.1K
Event2026-03-31
Filed2026-05-14
BLTE
2606.45%BELITE BIO INC SPONSORED ADS
Shares43.2K
Event2026-03-31
Filed2026-05-14
HLI
250.28%HOULIHAN LOKEY INC CL A
Shares8.7K
Event2026-03-31
Filed2026-05-14
WGO
194291.03%WINNEBAGO INDS INC COM
Shares151.6K
Event2026-03-31
Filed2026-05-14
STIP
8055.91%ISHARES 0-5 YEAR TIPS BOND ETF
Shares25.5K
Event2026-03-31
Filed2026-05-14
NOW
14.64%SERVICENOW INC COM
Shares12.2K
Event2026-03-31
Filed2026-05-14
IBIT
-60.99%ISHARES BITCOIN TRUST ETF
Shares24.4K
Event2026-03-31
Filed2026-05-14
DUHP
-96.40%DIMENSIONAL US HIGH PROFITABILITY ETF
Shares9.7K
Event2026-03-31
Filed2026-05-14
IVV
56.26%ISHARES CORE S&P 500 ETF
Shares49.9K
Event2026-03-31
Filed2026-05-14
CAT
105.08%CATERPILLAR INC COM
Shares9.2K
Event2026-03-31
Filed2026-05-14
SUB
-81.64%ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
Shares3.1K
Event2026-03-31
Filed2026-05-14
UPWK
1.74%UPWORK INC COM
Shares8.1K
Event2026-03-31
Filed2026-05-14
CRI
2122.69%CARTERS INC COM
Shares8.9K
Event2026-03-31
Filed2026-05-14
PB
130.92%PROSPERITY BANCSHARES INC COM
Shares8.2K
Event2026-03-31
Filed2026-05-14
META
3.89%META PLATFORMS INC CL A
Shares24.6K
Event2026-03-31
Filed2026-05-14
LPLA
1424.32%LPL FINL HLDGS INC COM
Shares12.9K
Event2026-03-31
Filed2026-05-14
ZIM
1651.64%ZIM INTEGRATED SHIPPING SERV SHS
Shares22.9K
Event2026-03-31
Filed2026-05-14
CURB
11026.67%CURBLINE PPTYS CORP COM
Shares18.4K
Event2026-03-31
Filed2026-05-14
IFRA
611.09%ISHARES U.S. INFRASTRUCTURE ETF
Shares9.2K
Event2026-03-31
Filed2026-05-14
ALPHABET INC CAP STK CL A
-67.18%ALPHABET INC CAP STK CL A
Shares35.0K
Event2026-03-31
Filed2026-05-14
UBSI
3346.72%UNITED BANKSHARES INC WEST VA COM
Shares51.4K
Event2026-03-31
Filed2026-05-14
UDEC
17737.67%INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER
Shares53.5K
Event2026-03-31
Filed2026-05-14
CDNS
1326.69%CADENCE DESIGN SYSTEM INC COM
Shares25.6K
Event2026-03-31
Filed2026-05-14
BOX
706.74%BOX INC CL A
Shares31.1K
Event2026-03-31
Filed2026-05-14
RVTY
5268.59%REVVITY INC COM
Shares34.4K
Event2026-03-31
Filed2026-05-14
CFR
8822.28%CULLEN FROST BANKERS INC COM
Shares53.3K
Event2026-03-31
Filed2026-05-14
LMT
210.54%LOCKHEED MARTIN CORP COM
Shares10.3K
Event2026-03-31
Filed2026-05-14
EGHT
-65.49%8X8 INC NEW COM
Shares2.6K
Event2026-03-31
Filed2026-05-14
RSPU
NewINVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF
Shares18.2K
Event2026-03-31
Filed2026-05-14
GFF
8288.13%GRIFFON CORP COM
Shares41.7K
Event2026-03-31
Filed2026-05-14
ES
986.20%EVERSOURCE ENERGY COM
Shares50.0K
Event2026-03-31
Filed2026-05-14
FBTC
-81.27%FIDELITY WISE ORIGIN BITCOIN FUND
Shares80.4K
Event2026-03-31
Filed2026-05-14
DCOR
-61.15%DIMENSIONAL US CORE EQUITY 1 ETF
Shares65.4K
Event2026-03-31
Filed2026-05-14
ABCB
461.98%AMERIS BANCORP COM
Shares9.6K
Event2026-03-31
Filed2026-05-14
SWKH
9830.56%SWK HLDGS CORP COM NEW
Shares7.2K
Event2026-03-31
Filed2026-05-14
CME
138.73%CME GROUP INC COM
Shares4.7K
Event2026-03-31
Filed2026-05-14
WAT
4183.65%WATERS CORP COM
Shares15.7K
Event2026-03-31
Filed2026-05-14
MARVELL TECHNOLOGY INC COM
152.37%MARVELL TECHNOLOGY INC COM
Shares16.5K
Event2026-03-31
Filed2026-05-14
CRWD
27.40%CROWDSTRIKE HLDGS INC CL A
Shares20.8K
Event2026-03-31
Filed2026-05-14
ASTS
15931.71%AST SPACEMOBILE INC COM CL A
Shares32.9K
Event2026-03-31
Filed2026-05-14
JLS
6866.00%NUVEEN MORTGAGE AND INCOME FD COM
Shares34.8K
Event2026-03-31
Filed2026-05-14
DYNF
-68.98%ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
Shares8.3K
Event2026-03-31
Filed2026-05-14
VFH
10284.86%VANGUARD FINANCIALS ETF
Shares41.9K
Event2026-03-31
Filed2026-05-14
SO
-38.32%SOUTHERN CO COM
Shares20.0K
Event2026-03-31
Filed2026-05-14
LEN
595.87%LENNAR CORP CL A
Shares15.0K
Event2026-03-31
Filed2026-05-14
VGIT
-90.81%VANGUARD INTERMEDIATE-TERM TREASURY ETF
Shares21.0K
Event2026-03-31
Filed2026-05-14
VCTR
10550.00%VICTORY CAP HLDGS INC DEL COM CL A
Shares6.6K
Event2026-03-31
Filed2026-05-14
SXT
6080.20%SENSIENT TECHNOLOGIES CORP COM
Shares18.4K
Event2026-03-31
Filed2026-05-14
SNDA
NewSONIDA SENIOR LIVING INC COM
Shares6.6K
Event2026-03-31
Filed2026-05-14
TMDX
8125.63%TRANSMEDICS GROUP INC COM
Shares42.4K
Event2026-03-31
Filed2026-05-14
CSX
18.07%CSX CORP COM
Shares15.9K
Event2026-03-31
Filed2026-05-14
EVENTIDE INTERNATIONAL ETF
79.68%EVENTIDE INTERNATIONAL ETF
Shares36.0K
Event2026-03-31
Filed2026-05-14
DUKE ENERGY CORP NEW COM NEW
8.21%DUKE ENERGY CORP NEW COM NEW
Shares9.7K
Event2026-03-31
Filed2026-05-14
CGGR
-83.09%CAPITAL GROUP GROWTH ETF
Shares50.7K
Event2026-03-31
Filed2026-05-14
GAM
15572.22%GENERAL AMERN INVS CO INC COM
Shares2.8K
Event2026-03-31
Filed2026-05-14
EVT
7527.07%EATON VANCE TAX ADVT DIV INCM COM
Shares57.2K
Event2026-03-31
Filed2026-05-14
PLD
1.98%PROLOGIS INC. COM
Shares6.2K
Event2026-03-31
Filed2026-05-14
ABT
1.28%ABBOTT LABORATORIES COM
Shares14.6K
Event2026-03-31
Filed2026-05-14
SKWD
3611.66%SKYWARD SPECIALTY INS GROUP IN COM
Shares10.5K
Event2026-03-31
Filed2026-05-14
CALX
49366.43%CALIX INC COM
Shares70.7K
Event2026-03-31
Filed2026-05-14
JOUT
1565.78%JOHNSON OUTDOORS INC CL A
Shares18.7K
Event2026-03-31
Filed2026-05-14
ENTA
4654.97%ENANTA PHARMACEUTICALS INC COM
Shares54.6K
Event2026-03-31
Filed2026-05-14
WAY
1759.83%WAYSTAR HLDG CORP COM
Shares44.6K
Event2026-03-31
Filed2026-05-14
SPSM
405.85%STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
Shares28.9K
Event2026-03-31
Filed2026-05-14
COEUR MNG INC COM NEW
742.03%COEUR MNG INC COM NEW
Shares29.6K
Event2026-03-31
Filed2026-05-14
MKL
25803.66%MARKEL GROUP INC COM
Shares21.2K
Event2026-03-31
Filed2026-05-14
ALGN
353.61%ALIGN TECHNOLOGY INC COM
Shares8.5K
Event2026-03-31
Filed2026-05-14
MCY
4473.54%MERCURY GENL CORP NEW COM
Shares52.4K
Event2026-03-31
Filed2026-05-14
PTY
-56.48%PIMCO CORPORATE & INCOME OPPOR COM
Shares3.9K
Event2026-03-31
Filed2026-05-14
SCHF
29.59%SCHWAB INTERNATIONAL EQUITY ETF
Shares61.7K
Event2026-03-31
Filed2026-05-14
XNCR
24005.16%XENCOR INC COM
Shares37.4K
Event2026-03-31
Filed2026-05-14
SYY
81.08%SYSCO CORP COM
Shares10.3K
Event2026-03-31
Filed2026-05-14
ORBS
NewEIGHTCO HOLDINGS INC COM
Shares56.7K
Event2026-03-31
Filed2026-05-14
REGN
2565.59%REGENERON PHARMACEUTICALS COM
Shares36.3K
Event2026-03-31
Filed2026-05-14
MDLZ
-40.41%MONDELEZ INTL INC CL A
Shares6.8K
Event2026-03-31
Filed2026-05-14
CCK
696.78%CROWN HLDGS INC COM
Shares30.7K
Event2026-03-31
Filed2026-05-14
ALPHABET INC CAP STK CL C
-82.18%ALPHABET INC CAP STK CL C
Shares9.0K
Event2026-03-31
Filed2026-05-14
HSIC
1926.57%SCHEIN HENRY INC COM
Shares7.1K
Event2026-03-31
Filed2026-05-14
SNY
440.37%SANOFI SA SPONSORED ADR
Shares10.1K
Event2026-03-31
Filed2026-05-14
QQQI
493475.00%NEOS NASDAQ 100 HIGH INCOME ETF
Shares19.7K
Event2026-03-31
Filed2026-05-14
NZF
1328.48%NUVEEN MUN CR INCOME FD COM SH BEN INT
Shares47.1K
Event2026-03-31
Filed2026-05-14
WLDN
7031.89%WILLDAN GROUP INC COM
Shares18.1K
Event2026-03-31
Filed2026-05-14
IWR
-12.40%ISHARES RUSSELL MIDCAP ETF
Shares22.1K
Event2026-03-31
Filed2026-05-14
EVC
1010.31%ENTRAVISION COMMUNICATIONS CP CL A
Shares8.7K
Event2026-03-31
Filed2026-05-14
NFLX
-80.39%NETFLIX INC. COM
Shares12.2K
Event2026-03-31
Filed2026-05-14
PG
105.63%PROCTER & GAMBLE CO COM
Shares21.4K
Event2026-03-31
Filed2026-05-14
FS SPECIALTY LENDING FD COM SH BEN INT
NewFS SPECIALTY LENDING FD COM SH BEN INT
Shares17.0K
Event2026-03-31
Filed2026-05-14
USXF
104.18%ISHARES ESG ADVANCED MSCI USA ETF
Shares16.2K
Event2026-03-31
Filed2026-05-14
TECH
2367.66%BIO-TECHNE CORP COM
Shares12.4K
Event2026-03-31
Filed2026-05-14
VSAT
1687.48%VIASAT INC COM
Shares40.4K
Event2026-03-31
Filed2026-05-14
DOV
957.05%DOVER CORP COM
Shares18.5K
Event2026-03-31
Filed2026-05-14
XOM
-37.40%EXXON MOBIL CORP COM
Shares31.0K
Event2026-03-31
Filed2026-05-14
EFV
-32.61%ISHARES MSCI EAFE VALUE ETF
Shares33.8K
Event2026-03-31
Filed2026-05-14
CELESTICA INC COM
1504.75%CELESTICA INC COM
Shares8.4K
Event2026-03-31
Filed2026-05-14
ATRO
463.85%ASTRONICS CORP COM
Shares6.4K
Event2026-03-31
Filed2026-05-14
STM
224.18%STMICROELECTRONICS N V NY REGISTRY
Shares9.4K
Event2026-03-31
Filed2026-05-14
CEG
19.62%CONSTELLATION ENERGY CORP COM
Shares7.3K
Event2026-03-31
Filed2026-05-14
APPLIED FINANCE IVS US SMID ETF
NewAPPLIED FINANCE IVS US SMID ETF
Shares49.3K
Event2026-03-31
Filed2026-05-14
CORPAY INC COM SHS
236.93%CORPAY INC COM SHS
Shares4.6K
Event2026-03-31
Filed2026-05-14
JETS
1454.59%U.S. GLOBAL JETS ETF
Shares29.1K
Event2026-03-31
Filed2026-05-14
RKT
18.67%ROCKET COS INC COM CL A
Shares21.9K
Event2026-03-31
Filed2026-05-14
HEI
721.90%HEICO CORP NEW COM
Shares5.9K
Event2026-03-31
Filed2026-05-14
MARA
2295.07%MARA HOLDINGS INC COM
Shares17.0K
Event2026-03-31
Filed2026-05-14
L
252.18%LOEWS CORP COM
Shares9.9K
Event2026-03-31
Filed2026-05-14
TSLA
-94.63%TESLA INC COM
Shares4.4K
Event2026-03-31
Filed2026-05-14
ADM
40.74%ARCHER DANIELS MIDLAND CO COM
Shares8.2K
Event2026-03-31
Filed2026-05-14
AES
156.32%AES CORP COM
Shares8.4K
Event2026-03-31
Filed2026-05-14
EATON CORP PLC SHS
538.25%EATON CORP PLC SHS
Shares19.9K
Event2026-03-31
Filed2026-05-14
LMBS
NewFIRST TRUST LOW DURATION OPPORTUNITIES ETF
Shares20.1K
Event2026-03-31
Filed2026-05-14
DINO
38.91%HF SINCLAIR CORP COM
Shares9.7K
Event2026-03-31
Filed2026-05-14
PSX
2.59%PHILLIPS 66 COM
Shares9.7K
Event2026-03-31
Filed2026-05-14
MT
145.18%ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH
Shares8.7K
Event2026-03-31
Filed2026-05-14
UFCS
15.99%UNITED FIRE GROUP INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-14
BERKSHIRE HATHAWAY INC DEL CL B NEW
37.57%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares32.0K
Event2026-03-31
Filed2026-05-14
ISRG
617.88%INTUITIVE SURGICAL INC COM NEW
Shares13.5K
Event2026-03-31
Filed2026-05-14
IWB
-36.88%ISHARES RUSSELL 1000 ETF
Shares6.6K
Event2026-03-31
Filed2026-05-14
SE
176.29%SEA LTD SPONSORD ADS
Shares4.8K
Event2026-03-31
Filed2026-05-14
ST
603.25%SENSATA TECHNOLOGIES HLDG PLC SHS
Shares10.4K
Event2026-03-31
Filed2026-05-14
DFGR
-95.60%DIMENSIONAL GLOBAL REAL ESTATE ETF
Shares8.2K
Event2026-03-31
Filed2026-05-14
VCR
33338.93%VANGUARD CONSUMER DISCRETIONARY ETF
Shares49.8K
Event2026-03-31
Filed2026-05-14
IUSG
2604.60%ISHARES CORE S&P U.S. GROWTH ETF
Shares49.4K
Event2026-03-31
Filed2026-05-14
SBH
728.28%SALLY BEAUTY HLDGS INC COM
Shares9.8K
Event2026-03-31
Filed2026-05-14
CDW
2966.79%CDW CORP COM
Shares33.6K
Event2026-03-31
Filed2026-05-14
BJUL
631.18%INNOVATOR U.S. EQUITY BUFFER ETF - JULY
Shares52.8K
Event2026-03-31
Filed2026-05-14
STZ
170.65%CONSTELLATION BRANDS INC CL A
Shares9.4K
Event2026-03-31
Filed2026-05-14
CTAS
229.82%CINTAS CORP COM
Shares6.5K
Event2026-03-31
Filed2026-05-14
LULU
2026.87%LULULEMON ATHLETICA INC COM
Shares12.0K
Event2026-03-31
Filed2026-05-14
BLES
348.32%INSPIRE GLOBAL HOPE ETF
Shares31.1K
Event2026-03-31
Filed2026-05-14
GATX
1878.06%GATX CORP COM
Shares13.9K
Event2026-03-31
Filed2026-05-14
GDOT
6458.41%GREEN DOT CORP CL A
Shares50.3K
Event2026-03-31
Filed2026-05-14
OFG
525.35%OFG BANCORP COM
Shares8.4K
Event2026-03-31
Filed2026-05-14
MCD
83.64%MCDONALDS CORP COM
Shares8.3K
Event2026-03-31
Filed2026-05-14
SBUX
137.16%STARBUCKS CORP COM
Shares10.8K
Event2026-03-31
Filed2026-05-14
LH
3628.61%LABCORP HOLDINGS INC COM SHS
Shares46.5K
Event2026-03-31
Filed2026-05-14
AQST
8094.60%AQUESTIVE THERAPEUTICS INC COM
Shares22.8K
Event2026-03-31
Filed2026-05-14
ESI
25.24%ELEMENT SOLUTIONS INC COM
Shares12.6K
Event2026-03-31
Filed2026-05-14
GHYB
20292.50%GOLDMAN SACHS ACCESS HIGH YIELD CORPORATE BOND ETF
Shares40.8K
Event2026-03-31
Filed2026-05-14
DBX
2297.62%DROPBOX INC CL A
Shares29.3K
Event2026-03-31
Filed2026-05-14
PBA
633.93%PEMBINA PIPELINE CORP COM
Shares18.8K
Event2026-03-31
Filed2026-05-14
MSFT
-72.96%MICROSOFT CORP COM
Shares18.7K
Event2026-03-31
Filed2026-05-14
EOG
272.06%EOG RES INC COM
Shares27.5K
Event2026-03-31
Filed2026-05-14
CBOE
2126.84%CBOE GLOBAL MKTS INC COM
Shares24.2K
Event2026-03-31
Filed2026-05-14
TVAL
NewT. ROWE PRICE VALUE ETF
Shares16.1K
Event2026-03-31
Filed2026-05-14
MBI
80479.27%MBIA INC COM
Shares66.1K
Event2026-03-31
Filed2026-05-14
VOT
792.84%VANGUARD MID-CAP GROWTH ETF
Shares32.3K
Event2026-03-31
Filed2026-05-14
MDYV
5096.39%STATE STREET SPDR S&P 400 MID CAP VALUE ETF
Shares4.3K
Event2026-03-31
Filed2026-05-14
CLAR
8719.73%CLARUS CORP NEW COM
Shares25.9K
Event2026-03-31
Filed2026-05-14
DDS
15005.45%DILLARDS INC CL A
Shares16.6K
Event2026-03-31
Filed2026-05-14
PRME
2434.51%PRIME MEDICINE INC COM
Shares44.7K
Event2026-03-31
Filed2026-05-14
RYAAY
80.05%RYANAIR HOLDINGS PLC SPONSORED ADR
Shares4.7K
Event2026-03-31
Filed2026-05-14
EVRG
1344.96%EVERGY INC COM
Shares28.5K
Event2026-03-31
Filed2026-05-14
ANAB
308.23%ANAPTYSBIO INC COM
Shares3.6K
Event2026-03-31
Filed2026-05-14
EHC
263.36%ENCOMPASS HEALTH CORP COM
Shares18.8K
Event2026-03-31
Filed2026-05-14
MBB
-90.59%ISHARES MBS ETF
Shares10.6K
Event2026-03-31
Filed2026-05-14
IWN
598.62%ISHARES RUSSELL 2000 VALUE ETF
Shares7.6K
Event2026-03-31
Filed2026-05-14
SBSI
500.20%SOUTHSIDE BANCSHARES INC COM
Shares5.9K
Event2026-03-31
Filed2026-05-14
IVW
12.17%ISHARES S&P 500 GROWTH ETF
Shares29.2K
Event2026-03-31
Filed2026-05-14
HON
65.28%HONEYWELL INTL INC COM
Shares5.5K
Event2026-03-31
Filed2026-05-14
SLB
112.93%SLB LIMITED COM STK
Shares17.7K
Event2026-03-31
Filed2026-05-14
ISPR
66366.37%ISPIRE TECHNOLOGY INC COM
Shares75.1K
Event2026-03-31
Filed2026-05-14
WMS
5234.31%ADVANCED DRAIN SYS INC DEL COM
Shares10.9K
Event2026-03-31
Filed2026-05-14
AGCO
1184.07%AGCO CORP COM
Shares4.9K
Event2026-03-31
Filed2026-05-14
TPB
7132.45%TURNING PT BRANDS INC COM
Shares13.6K
Event2026-03-31
Filed2026-05-14
TSN
-30.87%TYSON FOODS INC CL A
Shares7.9K
Event2026-03-31
Filed2026-05-14
SMPL
1275.75%SIMPLY GOOD FOODS CO COM
Shares12.0K
Event2026-03-31
Filed2026-05-14
HAE
1716.27%HAEMONETICS CORP MASS COM
Shares31.0K
Event2026-03-31
Filed2026-05-14
HAL
-57.76%HALLIBURTON CO COM
Shares19.9K
Event2026-03-31
Filed2026-05-14
CRBG
403.73%COREBRIDGE FINL INC COM
Shares27.9K
Event2026-03-31
Filed2026-05-14
RACE
1569.91%FERRARI N V COM
Shares12.4K
Event2026-03-31
Filed2026-05-14
CRVL
16040.74%CORVEL CORP COM
Shares4.4K
Event2026-03-31
Filed2026-05-14
FEMR
-64.80%FIDELITY ENHANCED EMERGING MARKETS ETF
Shares18.2K
Event2026-03-31
Filed2026-05-14
QFLR
-70.41%INNOVATOR NASDAQ-100 MANAGED FLOOR ETF
Shares9.0K
Event2026-03-31
Filed2026-05-14
DFIC
-97.64%DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
Shares11.3K
Event2026-03-31
Filed2026-05-14
FAST
-57.42%FASTENAL CO COM
Shares3.7K
Event2026-03-31
Filed2026-05-14
TTMI
2356.14%TTM TECHNOLOGIES INC COM
Shares29.4K
Event2026-03-31
Filed2026-05-14
RCMT
NewRCM TECHNOLOGIES INC COM NEW
Shares21.1K
Event2026-03-31
Filed2026-05-14
OUTSET MED INC COM NEW
2758.40%OUTSET MED INC COM NEW
Shares7.1K
Event2026-03-31
Filed2026-05-14
NEE
-48.43%NEXTERA ENERGY INC COM
Shares6.5K
Event2026-03-31
Filed2026-05-14
SID
56.22%COMPANHIA SIDERURGICA NACIONAL SPONSORED ADR
Shares1.5K
Event2026-03-31
Filed2026-05-14
ACCENTURE PLC IRELAND SHS CLASS A
229.60%ACCENTURE PLC IRELAND SHS CLASS A
Shares12.7K
Event2026-03-31
Filed2026-05-14
USB
-18.74%US BANCORP COM NEW
Shares12.2K
Event2026-03-31
Filed2026-05-14
PYPL
7.26%PAYPAL HLDGS INC COM
Shares11.3K
Event2026-03-31
Filed2026-05-14
AFL
221.63%AFLAC INC COM
Shares12.4K
Event2026-03-31
Filed2026-05-14
MTUM
414.01%ISHARES MSCI USA MOMENTUM FACTOR ETF
Shares6.6K
Event2026-03-31
Filed2026-05-14
AGYS
NewAGILYSYS INC COM
Shares3.1K
Event2026-03-31
Filed2026-05-14
FSUN
116029.41%FIRSTSUN CAP BANCORP COM
Shares19.7K
Event2026-03-31
Filed2026-05-14
JEF
627.98%JEFFERIES FINANCIAL GROUP INC COM
Shares28.9K
Event2026-03-31
Filed2026-05-14
CBT
4048.81%CABOT CORP COM
Shares15.7K
Event2026-03-31
Filed2026-05-14
MPB
770566.67%MID PENN BANCORP INC COM
Shares46.2K
Event2026-03-31
Filed2026-05-14
ADEA
79800.00%ADEIA INC COM
Shares4.8K
Event2026-03-31
Filed2026-05-14
THE CIGNA GROUP COM
556.85%THE CIGNA GROUP COM
Shares9.9K
Event2026-03-31
Filed2026-05-14
AEGON LTD AMER REG 1 CERT
-43.05%AEGON LTD AMER REG 1 CERT
Shares8.4K
Event2026-03-31
Filed2026-05-14
RUN
-42.68%SUNRUN INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-14
TRAK
1065580.00%REPOSITRAK INC COM NEW
Shares53.3K
Event2026-03-31
Filed2026-05-14
GPK
12.83%GRAPHIC PACKAGING HLDG CO COM
Shares7.5K
Event2026-03-31
Filed2026-05-14
PFG
584.43%PRINCIPAL FINANCIAL GROUP INC COM
Shares18.6K
Event2026-03-31
Filed2026-05-14
TRST
297.80%TRUSTCO BK CORP N Y COM NEW
Shares3.1K
Event2026-03-31
Filed2026-05-14
SCHB
-13.32%SCHWAB U.S. BROAD MARKET ETF
Shares41.4K
Event2026-03-31
Filed2026-05-14
MAGNUM ICE CREAM CO NV ORD SHS
1327.43%MAGNUM ICE CREAM CO NV ORD SHS
Shares20.1K
Event2026-03-31
Filed2026-05-14
PARAMOUNT SKYDANCE CORP COM CL B
463.05%PARAMOUNT SKYDANCE CORP COM CL B
Shares3.7K
Event2026-03-31
Filed2026-05-14
OUTFRONT MEDIA INC COM NEW
472.62%OUTFRONT MEDIA INC COM NEW
Shares5.3K
Event2026-03-31
Filed2026-05-14
BILL HOLDINGS INC COM
24554.55%BILL HOLDINGS INC COM
Shares21.7K
Event2026-03-31
Filed2026-05-14
SHLD
56.07%GLOBAL X DEFENSE TECH ETF
Shares2.3K
Event2026-03-31
Filed2026-05-14
MPW
-33.87%MEDICAL PROPERTIES TRUST INC COM
Shares20.6K
Event2026-03-31
Filed2026-05-14
GERN
1104.96%GERON CORP COM
Shares4.9K
Event2026-03-31
Filed2026-05-14
VMC
251.92%VULCAN MATLS CO COM
Shares4.6K
Event2026-03-31
Filed2026-05-14
IVE
-36.73%ISHARES S&P 500 VALUE ETF
Shares4.2K
Event2026-03-31
Filed2026-05-14
IQV
300.36%IQVIA HLDGS INC COM
Shares14.4K
Event2026-03-31
Filed2026-05-14
VXF
-16.38%VANGUARD EXTENDED MARKET ETF
Shares4.5K
Event2026-03-31
Filed2026-05-14
REXR
40.68%REXFORD INDL RLTY INC COM
Shares4.7K
Event2026-03-31
Filed2026-05-14
CHE
1647.71%CHEMED CORP NEW COM
Shares6.5K
Event2026-03-31
Filed2026-05-14
VSS
-39.54%VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
Shares3.3K
Event2026-03-31
Filed2026-05-14
INTC
-72.73%INTEL CORP COM
Shares12.0K
Event2026-03-31
Filed2026-05-14
ALEC
7824.60%ALECTOR INC COM
Shares39.9K
Event2026-03-31
Filed2026-05-14
EMGF
268.13%ISHARES EMERGING MARKETS EQUITY FACTOR ETF
Shares4.3K
Event2026-03-31
Filed2026-05-14
TE CONNECTIVITY PLC ORD SHS
88.28%TE CONNECTIVITY PLC ORD SHS
Shares4.5K
Event2026-03-31
Filed2026-05-14
CGGG
68.92%CAPITAL GROUP U.S. LARGE GROWTH ETF
Shares3.2K
Event2026-03-31
Filed2026-05-14
SUPER MICRO COMPUTER INC COM NEW
108.81%SUPER MICRO COMPUTER INC COM NEW
Shares5.9K
Event2026-03-31
Filed2026-05-14
RXO
4928.84%RXO INC COMMON STOCK
Shares18.7K
Event2026-03-31
Filed2026-05-14
EMR
119.22%EMERSON ELEC CO COM
Shares10.2K
Event2026-03-31
Filed2026-05-14
ENS
1598.83%ENERSYS COM
Shares11.7K
Event2026-03-31
Filed2026-05-14
SIGI
188.41%SELECTIVE INS GROUP INC COM
Shares4.8K
Event2026-03-31
Filed2026-05-14
CRCL
1004.55%CIRCLE INTERNET GROUP INC COM CL A
Shares6.3K
Event2026-03-31
Filed2026-05-14
CGMS
200.60%CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
Shares34.9K
Event2026-03-31
Filed2026-05-14
SCHZ
-64.49%SCHWAB US AGGREGATE BOND ETF
Shares13.9K
Event2026-03-31
Filed2026-05-14
LZB
4388.61%LA Z BOY INC COM
Shares3.5K
Event2026-03-31
Filed2026-05-14
ELCV
-22.81%EVENTIDE HIGH DIVIDEND ETF
Shares28.2K
Event2026-03-31
Filed2026-05-14
WISDOMTREE GLOBAL DEFENSE FUND
NewWISDOMTREE GLOBAL DEFENSE FUND
Shares13.6K
Event2026-03-31
Filed2026-05-14
MRCY
357.79%MERCURY SYS INC COM
Shares3.6K
Event2026-03-31
Filed2026-05-14
COHERENT CORP COM
3313.87%COHERENT CORP COM
Shares18.7K
Event2026-03-31
Filed2026-05-14
TLH
70.26%ISHARES 10-20 YEAR TREASURY BOND ETF
Shares5.8K
Event2026-03-31
Filed2026-05-14
VTIP
866.85%VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
Shares8.9K
Event2026-03-31
Filed2026-05-14
JCAP
51471.43%JEFFERSON CAPITAL INC COM
Shares3.6K
Event2026-03-31
Filed2026-05-14
IOSP
716.54%INNOSPEC INC COM
Shares5.6K
Event2026-03-31
Filed2026-05-14
WAB
678.34%WABTEC COM
Shares13.0K
Event2026-03-31
Filed2026-05-14
CTRE
687.92%CARETRUST REIT INC COM
Shares10.6K
Event2026-03-31
Filed2026-05-14
BKR
-54.56%BAKER HUGHES COMPANY CL A
Shares3.9K
Event2026-03-31
Filed2026-05-14
ADP
156.78%AUTOMATIC DATA PROCESSING INC COM
Shares6.9K
Event2026-03-31
Filed2026-05-14
Call Option Holdings
AMAZON COM INC CLL OPT 12/27 230.0 CAL Call CallAMAZON COM INC CLL OPT 12/27 230.0 CAL4.0K shares1233.33%2026-03-312026-05-14
SPDR S&P 500 ETF TR CLL OPT 12/27 815.0 CAL Call CallSPDR S&P 500 ETF TR CLL OPT 12/27 815.0 CAL119 shares-95.59%2026-03-312026-05-14
ALPHABET INC CLL OPT 12/27 300.0 CAL Call CallALPHABET INC CLL OPT 12/27 300.0 CAL28 sharesnew addition2026-03-312026-05-14
AMAZON COM INC CLL OPT 12/27 230.0 CAL Call
1233.33%AMAZON COM INC CLL OPT 12/27 230.0 CAL
Shares4.0K
Event2026-03-31
Filed2026-05-14
SPDR S&P 500 ETF TR CLL OPT 12/27 815.0 CAL Call
-95.59%SPDR S&P 500 ETF TR CLL OPT 12/27 815.0 CAL
Shares119
Event2026-03-31
Filed2026-05-14
ALPHABET INC CLL OPT 12/27 300.0 CAL Call
NewALPHABET INC CLL OPT 12/27 300.0 CAL
Shares28
Event2026-03-31
Filed2026-05-14
Put Option Holdings
SPDR S&P 500 ETF TR PUT OPT 03/27 625.0 PUT Put PutSPDR S&P 500 ETF TR PUT OPT 03/27 625.0 PUT50 sharesnew addition2026-03-312026-05-14
APPLE INC PUT OPT 12/27 210.0 PUT Put PutAPPLE INC PUT OPT 12/27 210.0 PUT71 shares-98.49%2026-03-312026-05-14
SPY Put
-51.73%SPDR S&P 500 ETF TR PUT OPT 12/27 690.0 PUT
Shares1.4K
Event2026-03-31
Filed2026-05-14
SPDR S&P 500 ETF TR PUT OPT 03/27 625.0 PUT Put
NewSPDR S&P 500 ETF TR PUT OPT 03/27 625.0 PUT
Shares50
Event2026-03-31
Filed2026-05-14
APPLE INC PUT OPT 12/27 210.0 PUT Put
-98.49%APPLE INC PUT OPT 12/27 210.0 PUT
Shares71
Event2026-03-31
Filed2026-05-14