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

Call Option Holdings
AMAZON COM INC CLL OPT 12/27 230.0 CAL Call
AMAZON COM INC CLL OPT 12/27 230.0 CAL
1233.33%
Shares4.0K
Event2026-03-31
Filed2026-05-14
SPDR S&P 500 ETF TR CLL OPT 12/27 815.0 CAL Call
SPDR S&P 500 ETF TR CLL OPT 12/27 815.0 CAL
-95.59%
Shares119
Event2026-03-31
Filed2026-05-14
ALPHABET INC CLL OPT 12/27 300.0 CAL Call
ALPHABET INC CLL OPT 12/27 300.0 CAL
New
Shares28
Event2026-03-31
Filed2026-05-14

Put Option Holdings
SPY Put
SPDR S&P 500 ETF TR PUT OPT 12/27 690.0 PUT
-51.73%
Shares1.4K
Event2026-03-31
Filed2026-05-14
SPDR S&P 500 ETF TR PUT OPT 03/27 625.0 PUT Put
SPDR S&P 500 ETF TR PUT OPT 03/27 625.0 PUT
New
Shares50
Event2026-03-31
Filed2026-05-14
APPLE INC PUT OPT 12/27 210.0 PUT Put
APPLE INC PUT OPT 12/27 210.0 PUT
-98.49%
Shares71
Event2026-03-31
Filed2026-05-14
EverSource Wealth Advisors, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo