Sponsored
The Analysis of Fiera Capital Corp's Holdings & P&L
Currently, Fiera Capital Corp holds 412 types of securities in its portfolio with a total value $29.2B. In the most recent quarter, they have increased their positions in N/A (+337.7K shares, valued at $167.4M), CNQ (+3.1M shares, valued at $153.1M), SU (+2.0M shares, valued at $132.9M); decreased their positions in ORCL (-2.6M shares, valued at $375.4M), TSM (-813.4K shares, valued at $274.9M), HDB (-5.6M shares, valued at $140.1M); initiated new positions in N/A (+1.2M shares, valued at $81.3M), RACE (+132.9K shares, valued at $45.0M), CTAS (+232.8K shares, valued at $39.4M).
1M P&L
-827.9K-0.00%
3M P&L
+2.2M+0.01%
HY P&L
+901.3M+3.42%
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
1Financial Data & Stock Exchanges2.9B
10.8%
2Software - Infrastructure2.6B
9.5%
3Semiconductors2.2B
8.2%
Top Industries by Stock Count
1N/A117 stocks
30.2%
2Software - Application19 stocks
4.9%
3Biotechnology13 stocks
3.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC1.2M sharesnew addition2026-03-312026-05-12
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TSM
-13.50%TAIWAN SEMICONDUCTOR MANUFAC
Shares5.2M
Event2026-03-31
Filed2026-05-12
ALPHABET INC
-7.66%ALPHABET INC
Shares5.6M
Event2026-03-31
Filed2026-05-12
MSFT
1.24%MICROSOFT CORP
Shares3.3M
Event2026-03-31
Filed2026-05-12
MCO
-0.65%MOODYS CORP
Shares2.4M
Event2026-03-31
Filed2026-05-12
MA
10.58%MASTERCARD INCORPORATED
Shares1.9M
Event2026-03-31
Filed2026-05-12
AZO
-3.55%AUTOZONE INC
Shares261.0K
Event2026-03-31
Filed2026-05-12
CME
1.95%CME GROUP INC
Shares2.7M
Event2026-03-31
Filed2026-05-12
TJX
-4.20%TJX COS INC NEW
Shares4.7M
Event2026-03-31
Filed2026-05-12
RY
-7.03%ROYAL BK CDA
Shares4.2M
Event2026-03-31
Filed2026-05-12
CNI
-6.87%CANADIAN NATL RY CO
Shares6.2M
Event2026-03-31
Filed2026-05-12
SHW
0.25%SHERWIN WILLIAMS CO
Shares1.8M
Event2026-03-31
Filed2026-05-12
JNJ
-8.87%JOHNSON & JOHNSON
Shares2.2M
Event2026-03-31
Filed2026-05-12
MSCI
1.98%MSCI INC
Shares981.7K
Event2026-03-31
Filed2026-05-12
QSR
-2.10%RESTAURANT BRANDS INTL INC
Shares6.7M
Event2026-03-31
Filed2026-05-12
BMO
-12.43%BANK MONTREAL MEDIUM
Shares3.5M
Event2026-03-31
Filed2026-05-12
CANADIAN PACIFIC KANSAS CITY
-4.96%CANADIAN PACIFIC KANSAS CITY
Shares5.9M
Event2026-03-31
Filed2026-05-12
INVESCO QQQ TR
-0.54%INVESCO QQQ TR
Shares761.2K
Event2026-03-31
Filed2026-05-12
PEP
-0.93%PEPSICO INC
Shares2.7M
Event2026-03-31
Filed2026-05-12
WCN
-7.88%WASTE CONNECTIONS INC
Shares2.5M
Event2026-03-31
Filed2026-05-12
MTD
1.40%METTLER TOLEDO INTERNATIONAL
Shares314.4K
Event2026-03-31
Filed2026-05-12
CARR
-3.72%CARRIER GLOBAL CORPORATION
Shares6.7M
Event2026-03-31
Filed2026-05-12
LINDE PLC
80.58%LINDE PLC
Shares756.9K
Event2026-03-31
Filed2026-05-12
OTIS
-3.05%OTIS WORLDWIDE CORP
Shares4.9M
Event2026-03-31
Filed2026-05-12
GIB
-6.95%CGI INC
Shares5.0M
Event2026-03-31
Filed2026-05-12
RB GLOBAL INC
-11.21%RB GLOBAL INC
Shares3.7M
Event2026-03-31
Filed2026-05-12
GGG
-4.30%GRACO INC
Shares3.9M
Event2026-03-31
Filed2026-05-12
CPRT
2.07%COPART INC
Shares9.0M
Event2026-03-31
Filed2026-05-12
RCI
3.35%ROGERS COMMUNICATIONS INC
Shares7.4M
Event2026-03-31
Filed2026-05-12
AMZN
11.45%AMAZON COM INC
Shares1.3M
Event2026-03-31
Filed2026-05-12
UNH
-0.10%UNITEDHEALTH GROUP INC
Shares898.9K
Event2026-03-31
Filed2026-05-12
SU
146.61%SUNCOR ENERGY INC NEW
Shares3.4M
Event2026-03-31
Filed2026-05-12
VANGUARD INDEX FDS
-23.52%VANGUARD INDEX FDS
Shares368.6K
Event2026-03-31
Filed2026-05-12
CNQ
242.99%CANADIAN NAT RES LTD MED TER
Shares4.4M
Event2026-03-31
Filed2026-05-12
TU
-6.37%TELUS CORPORATION
Shares16.3M
Event2026-03-31
Filed2026-05-12
SPGI
-25.99%S&P GLOBAL INC
Shares476.6K
Event2026-03-31
Filed2026-05-12
THOMSON REUTERS CORP
18.69%THOMSON REUTERS CORP
Shares2.1M
Event2026-03-31
Filed2026-05-12
ADI
-6.05%ANALOG DEVICES INC
Shares568.7K
Event2026-03-31
Filed2026-05-12
AON PLC
3.13%AON PLC
Shares550.3K
Event2026-03-31
Filed2026-05-12
STN
1.77%STANTEC INC
Shares2.0M
Event2026-03-31
Filed2026-05-12
INSM
2.93%INSMED INC
Shares1.0M
Event2026-03-31
Filed2026-05-12
ARGX
-3.88%ARGENX SE
Shares217.2K
Event2026-03-31
Filed2026-05-12
HLT
-9.05%HILTON WORLDWIDE HLDGS INC
Shares516.6K
Event2026-03-31
Filed2026-05-12
ALC
1.61%ALCON AG
Shares2.1M
Event2026-03-31
Filed2026-05-12
BWXT
0.85%BWX TECHNOLOGIES INC
Shares729.3K
Event2026-03-31
Filed2026-05-12
SLF
239.93%SUN LIFE FINANCIAL INC.
Shares2.3M
Event2026-03-31
Filed2026-05-12
LOW
-10.10%LOWES COS INC
Shares594.7K
Event2026-03-31
Filed2026-05-12
AAPL
0.42%APPLE INC
Shares549.0K
Event2026-03-31
Filed2026-05-12
CW
0.79%CURTISS WRIGHT CORP
Shares204.5K
Event2026-03-31
Filed2026-05-12
V
-17.82%VISA INC
Shares412.3K
Event2026-03-31
Filed2026-05-12
FROG
3.23%JFROG LTD
Shares2.3M
Event2026-03-31
Filed2026-05-12
FIX
-0.29%COMFORT SYS USA INC
Shares76.9K
Event2026-03-31
Filed2026-05-12
ENTG
2.20%ENTEGRIS INC
Shares888.2K
Event2026-03-31
Filed2026-05-12
LSCC
2.63%LATTICE SEMICONDUCTOR CORP
Shares1.1M
Event2026-03-31
Filed2026-05-12
ARISTA NETWORKS INC
-0.28%ARISTA NETWORKS INC
Shares809.0K
Event2026-03-31
Filed2026-05-12
MSI
-2.93%MOTOROLA SOLUTIONS INC
Shares227.8K
Event2026-03-31
Filed2026-05-12
EME
0.10%EMCOR GROUP INC
Shares129.5K
Event2026-03-31
Filed2026-05-12
MDGL
2.69%MADRIGAL PHARMACEUTICALS INC
Shares174.0K
Event2026-03-31
Filed2026-05-12
SPY
-2.16%STATE STR SPDR S&P 500 ETF T
Shares139.8K
Event2026-03-31
Filed2026-05-12
SF
52.27%STIFEL FINL CORP
Shares1.2M
Event2026-03-31
Filed2026-05-12
CL
0.39%COLGATE PALMOLIVE CO
Shares1.0M
Event2026-03-31
Filed2026-05-12
KLAC
201.13%KLA CORP
Shares58.4K
Event2026-03-31
Filed2026-05-12
NBIX
2.17%NEUROCRINE BIOSCIENCES INC
Shares651.3K
Event2026-03-31
Filed2026-05-12
EQT CORP
0.01%EQT CORP
Shares1.3M
Event2026-03-31
Filed2026-05-12
IDYA
3.69%IDEAYA BIOSCIENCES INC
Shares2.5M
Event2026-03-31
Filed2026-05-12
SUNBELT RENTALS HOLDINGS INC
NewSUNBELT RENTALS HOLDINGS INC
Shares1.2M
Event2026-03-31
Filed2026-05-12
HUBBELL INC
0.00%HUBBELL INC
Shares159.9K
Event2026-03-31
Filed2026-05-12
LECO
2.04%LINCOLN ELEC HLDGS INC
Shares310.3K
Event2026-03-31
Filed2026-05-12
WTFC
2.46%WINTRUST FINL CORP
Shares548.1K
Event2026-03-31
Filed2026-05-12
COST
0.24%COSTCO WHOLESALE CORPORATION
Shares75.8K
Event2026-03-31
Filed2026-05-12
APH
-36.51%AMPHENOL CORP
Shares592.2K
Event2026-03-31
Filed2026-05-12
SHOP
4250.40%SHOPIFY INC
Shares609.0K
Event2026-03-31
Filed2026-05-12
WPM
-18.17%WHEATON PRECIOUS METALS CORP
Shares549.6K
Event2026-03-31
Filed2026-05-12
HDB
-66.13%HDFC BANK LTD
Shares2.9M
Event2026-03-31
Filed2026-05-12
FNV
-19.45%FRANCO NEV CORP
Shares289.8K
Event2026-03-31
Filed2026-05-12
MOD
1.32%MODINE MFG CO
Shares327.2K
Event2026-03-31
Filed2026-05-12
CHWY
28.38%CHEWY INC
Shares2.6M
Event2026-03-31
Filed2026-05-12
DG
-9.51%DOLLAR GEN CORP
Shares586.1K
Event2026-03-31
Filed2026-05-12
MUSA
5.03%MURPHY USA INC
Shares139.5K
Event2026-03-31
Filed2026-05-12
EXPE
-23.03%EXPEDIA GROUP INC
Shares296.9K
Event2026-03-31
Filed2026-05-12
MLI
2.03%MUELLER INDS INC
Shares609.1K
Event2026-03-31
Filed2026-05-12
NDSN
-0.03%NORDSON CORP
Shares247.8K
Event2026-03-31
Filed2026-05-12
AIT
3.31%APPLIED INDL TECHNOLOGIES IN
Shares247.6K
Event2026-03-31
Filed2026-05-12
META
-18.69%META PLATFORMS INC
Shares110.3K
Event2026-03-31
Filed2026-05-12
NKE
-1.92%NIKE INC
Shares1.2M
Event2026-03-31
Filed2026-05-12
CAE
136.15%CAE INC
Shares2.3M
Event2026-03-31
Filed2026-05-12
DSGX
-38.95%DESCARTES SYS GROUP INC
Shares837.2K
Event2026-03-31
Filed2026-05-12
SNPS
-23.41%SYNOPSYS INC
Shares150.6K
Event2026-03-31
Filed2026-05-12
FDS
-1.84%FACTSET RESH SYS INC
Shares266.5K
Event2026-03-31
Filed2026-05-12
BLDR
5.05%BUILDERS FIRSTSOURCE INC
Shares686.9K
Event2026-03-31
Filed2026-05-12
EWBC
2.51%EAST WEST BANCORP INC
Shares528.3K
Event2026-03-31
Filed2026-05-12
TXN
29.43%TEXAS INSTRS INC
Shares288.8K
Event2026-03-31
Filed2026-05-12
HEI.A
-26.83%HEICO CORP NEW
Shares263.0K
Event2026-03-31
Filed2026-05-12
ABBV
-1.88%ABBVIE INC
Shares246.1K
Event2026-03-31
Filed2026-05-12
AXP
6.37%AMERICAN EXPRESS CO
Shares176.0K
Event2026-03-31
Filed2026-05-12
HLI
2.56%HOULIHAN LOKEY INC
Shares361.6K
Event2026-03-31
Filed2026-05-12
BLD
-11.96%TOPBUILD COR
Shares147.4K
Event2026-03-31
Filed2026-05-12
PCOR
3.30%PROCORE TECHNOLOGIES INC
Shares900.9K
Event2026-03-31
Filed2026-05-12
BROADCOM INC
1532.39%BROADCOM INC
Shares164.3K
Event2026-03-31
Filed2026-05-12
CITIGROUP INC
-9.18%CITIGROUP INC
Shares447.6K
Event2026-03-31
Filed2026-05-12
HUBS
4.16%HUBSPOT INC
Shares207.3K
Event2026-03-31
Filed2026-05-12
DLB
2.73%DOLBY LABORATORIES INC
Shares834.2K
Event2026-03-31
Filed2026-05-12
MTSI
-40.58%MACOM TECH SOLUTIONS HLDGS I
Shares224.7K
Event2026-03-31
Filed2026-05-12
TYL
-0.04%TYLER TECHNOLOGIES INC
Shares143.3K
Event2026-03-31
Filed2026-05-12
EFA
-1.99%ISHARES TR
Shares505.1K
Event2026-03-31
Filed2026-05-12
PEGA
3.01%PEGASYSTEMS INC
Shares1.1M
Event2026-03-31
Filed2026-05-12
LII
1.64%LENNOX INTL INC
Shares104.5K
Event2026-03-31
Filed2026-05-12
TW
-42.77%TRADEWEB MKTS INC
Shares407.7K
Event2026-03-31
Filed2026-05-12
NTR
-3.69%NUTRIEN LTD
Shares630.4K
Event2026-03-31
Filed2026-05-12
ORLY
51.00%OREILLY AUTOMOTIVE INC
Shares512.2K
Event2026-03-31
Filed2026-05-12
KVYO
2.90%KLAVIYO INC
Shares2.4M
Event2026-03-31
Filed2026-05-12
H
0.04%HYATT HOTELS CORP
Shares324.5K
Event2026-03-31
Filed2026-05-12
ROL
-34.21%ROLLINS INC
Shares868.4K
Event2026-03-31
Filed2026-05-12
BKNG
3327.83%BOOKING HOLDINGS INC
Shares274.8K
Event2026-03-31
Filed2026-05-12
DORM
2.68%DORMAN PRODS INC
Shares442.9K
Event2026-03-31
Filed2026-05-12
TD
280.09%TORONTO DOMINION BK ONT
Shares487.4K
Event2026-03-31
Filed2026-05-12
IMO
-17.42%IMPERIAL OIL LTD
Shares345.8K
Event2026-03-31
Filed2026-05-12
RACE
NewFERRARI N V
Shares132.9K
Event2026-03-31
Filed2026-05-12
MDB
0.03%MONGODB INC
Shares183.1K
Event2026-03-31
Filed2026-05-12
FTS
-4.49%FORTIS INC
Shares800.6K
Event2026-03-31
Filed2026-05-12
CFR
4.65%CULLEN FROST BANKERS INC
Shares320.7K
Event2026-03-31
Filed2026-05-12
MOH
4.79%MOLINA HEALTHCARE INC
Shares329.8K
Event2026-03-31
Filed2026-05-12
BOOT
2.52%BOOT BARN HLDGS INC
Shares294.9K
Event2026-03-31
Filed2026-05-12
ETSY
2.61%ETSY INC
Shares862.2K
Event2026-03-31
Filed2026-05-12
ISRG
-25.78%INTUITIVE SURGICAL INC
Shares92.8K
Event2026-03-31
Filed2026-05-12
PATK
2.69%PATRICK INDS INC
Shares376.6K
Event2026-03-31
Filed2026-05-12
LLY
9.98%ELI LILLY & CO
Shares45.4K
Event2026-03-31
Filed2026-05-12
PBA
-2.78%PEMBINA PIPELINE CORP
Shares930.7K
Event2026-03-31
Filed2026-05-12
DDOG
13.13%DATADOG INC
Shares351.7K
Event2026-03-31
Filed2026-05-12
XENE
3.42%XENON PHARMACEUTICALS INC
Shares709.5K
Event2026-03-31
Filed2026-05-12
IDXX
-27.16%IDEXX LABS INC
Shares71.2K
Event2026-03-31
Filed2026-05-12
CTAS
NewCINTAS CORP
Shares232.8K
Event2026-03-31
Filed2026-05-12
RBRK
2.56%RUBRIK INC.
Shares797.8K
Event2026-03-31
Filed2026-05-12
AEM
981.58%AGNICO EAGLE MINES LTD
Shares189.1K
Event2026-03-31
Filed2026-05-12
UBER
9.56%UBER TECHNOLOGIES INC
Shares530.4K
Event2026-03-31
Filed2026-05-12
GTLB
4.80%GITLAB INC
Shares1.8M
Event2026-03-31
Filed2026-05-12
TERN
NewTERNS PHARMACEUTICALS INC
Shares711.3K
Event2026-03-31
Filed2026-05-12
EYE
2.12%NATIONAL VISION HLDGS INC
Shares1.4M
Event2026-03-31
Filed2026-05-12
TMO
-39.12%THERMO FISHER SCIENTIFIC INC
Shares75.3K
Event2026-03-31
Filed2026-05-12
LRN
42.37%STRIDE INC
Shares418.8K
Event2026-03-31
Filed2026-05-12
AM
NewANTERO MIDSTREAM CORP
Shares1.6M
Event2026-03-31
Filed2026-05-12
TOST
0.10%TOAST INC
Shares1.4M
Event2026-03-31
Filed2026-05-12
LAM RESEARCH CORP
-45.95%LAM RESEARCH CORP
Shares165.2K
Event2026-03-31
Filed2026-05-12
BFAM
4.76%BRIGHT HORIZONS FAM SOL IN D
Shares424.8K
Event2026-03-31
Filed2026-05-12
APPF
3.38%APPFOLIO INC
Shares220.4K
Event2026-03-31
Filed2026-05-12
FCX
-14.20%FREEPORT MCMORAN INC
Shares585.0K
Event2026-03-31
Filed2026-05-12
PIPER SANDLER COMPANIES
NewPIPER SANDLER COMPANIES
Shares446.2K
Event2026-03-31
Filed2026-05-12
EPAM
4.36%EPAM SYS INC
Shares251.6K
Event2026-03-31
Filed2026-05-12
INTU
NewINTUIT
Shares76.1K
Event2026-03-31
Filed2026-05-12
ADSK
121.69%AUTODESK INC
Shares136.8K
Event2026-03-31
Filed2026-05-12
CDNS
8.02%CADENCE DESIGN SYSTEM INC
Shares117.3K
Event2026-03-31
Filed2026-05-12
IMCR
3.38%IMMUNOCORE HLDGS PLC
Shares1.1M
Event2026-03-31
Filed2026-05-12
PLNT
1.93%PLANET FITNESS MASTER ISSUER
Shares435.8K
Event2026-03-31
Filed2026-05-12
DOCU
0.86%DOCUSIGN INC
Shares679.5K
Event2026-03-31
Filed2026-05-12
ONON
1.89%ON HLDG AG
Shares938.2K
Event2026-03-31
Filed2026-05-12
BSX
54.42%BOSTON SCIENTIFIC CORP
Shares496.4K
Event2026-03-31
Filed2026-05-12
MCD
-9.05%MCDONALDS CORP
Shares98.0K
Event2026-03-31
Filed2026-05-12
BK
8.20%BANK NEW YORK MELLON CORP
Shares256.2K
Event2026-03-31
Filed2026-05-12
AMAT
-14.92%APPLIED MATLS INC
Shares88.3K
Event2026-03-31
Filed2026-05-12
AVNT
5.00%AVIENT CORPORATION
Shares821.0K
Event2026-03-31
Filed2026-05-12
IJH
-21.77%ISHARES TR
Shares438.6K
Event2026-03-31
Filed2026-05-12
GWRE
-25.64%GUIDEWIRE SOFTWARE INC
Shares192.3K
Event2026-03-31
Filed2026-05-12
VEA
-8.86%VANGUARD TAX-MANAGED FDS
Shares448.6K
Event2026-03-31
Filed2026-05-12
KNX
0.84%KNIGHT-SWIFT TRANSN HLDGS IN
Shares490.4K
Event2026-03-31
Filed2026-05-12
LGND
3.11%LIGAND PHARMACEUTICALS INC
Shares135.3K
Event2026-03-31
Filed2026-05-12
NET
5.15%CLOUDFLARE INC
Shares129.8K
Event2026-03-31
Filed2026-05-12
TVTX
3.07%TRAVERE THERAPEUTICS INC
Shares900.9K
Event2026-03-31
Filed2026-05-12
NOW
-51.35%SERVICENOW INC
Shares255.3K
Event2026-03-31
Filed2026-05-12
PH
4.59%PARKER-HANNIFIN CORP
Shares29.6K
Event2026-03-31
Filed2026-05-12
SMTC
3.20%SEMTECH CORP
Shares340.5K
Event2026-03-31
Filed2026-05-12
GILD
NewGILEAD SCIENCES INC
Shares187.4K
Event2026-03-31
Filed2026-05-12
ALNY
11.46%ALNYLAM PHARMACEUTICALS INC
Shares78.8K
Event2026-03-31
Filed2026-05-12
EQH
1.51%EQUITABLE HLDGS INC
Shares694.0K
Event2026-03-31
Filed2026-05-12
DYN
NewDYNE THERAPEUTICS INC
Shares1.4M
Event2026-03-31
Filed2026-05-12
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares123.8K
Event2026-03-31
Filed2026-05-12
MERCK & CO INC
NewMERCK & CO INC
Shares202.6K
Event2026-03-31
Filed2026-05-12
PRCT
249.95%PROCEPT BIOROBOTICS CORP
Shares967.6K
Event2026-03-31
Filed2026-05-12
BBIO
NewBRIDGEBIO PHARMA INC
Shares322.7K
Event2026-03-31
Filed2026-05-12
SNOW
5.86%SNOWFLAKE INC
Shares157.6K
Event2026-03-31
Filed2026-05-12
BWIN
5.30%THE BALDWIN INSURANCE GRP IN
Shares1.0M
Event2026-03-31
Filed2026-05-12
A
11.06%AGILENT TECHNOLOGIES INC
Shares197.6K
Event2026-03-31
Filed2026-05-12
UBS
-0.11%UBS GROUP AG
Shares571.9K
Event2026-03-31
Filed2026-05-12
IJR
-27.65%ISHARES TR
Shares177.9K
Event2026-03-31
Filed2026-05-12
CM
474.33%CANADIAN IMPERIAL BANK OF CO
Shares229.8K
Event2026-03-31
Filed2026-05-12
COGT
NewCOGENT BIOSCIENCES INC
Shares558.3K
Event2026-03-31
Filed2026-05-12
CRNX
1.94%CRINETICS PHARMACEUTICALS IN
Shares589.7K
Event2026-03-31
Filed2026-05-12
NVS
11.86%NOVARTIS AG
Shares139.1K
Event2026-03-31
Filed2026-05-12
ENB
154.21%ENBRIDGE INC
Shares389.1K
Event2026-03-31
Filed2026-05-12
PI
NewIMPINJ INC
Shares203.1K
Event2026-03-31
Filed2026-05-12
VZ
NewVERIZON COMMUNICATIONS INC
Shares394.0K
Event2026-03-31
Filed2026-05-12
FTDR
-60.72%FRONTDOOR INC
Shares373.4K
Event2026-03-31
Filed2026-05-12
NU
13.81%NU HLDGS LTD
Shares1.4M
Event2026-03-31
Filed2026-05-12
CSGP
37.27%COSTAR GROUP INC
Shares481.7K
Event2026-03-31
Filed2026-05-12
FSV
-33.19%FIRSTSERVICE CORP NEW
Shares139.2K
Event2026-03-31
Filed2026-05-12
RCL
7.34%ROYAL CARIBBEAN GROUP
Shares69.8K
Event2026-03-31
Filed2026-05-12
SLB
5642.64%SLB LIMITED
Shares363.2K
Event2026-03-31
Filed2026-05-12
GE AEROSPACE
5407.76%GE AEROSPACE
Shares63.2K
Event2026-03-31
Filed2026-05-12
CBT
5.72%CABOT CORP
Shares225.5K
Event2026-03-31
Filed2026-05-12
AEIS
-5.98%ADVANCED ENERGY INDS
Shares51.1K
Event2026-03-31
Filed2026-05-12
WWD
NewWOODWARD INC
Shares46.1K
Event2026-03-31
Filed2026-05-12
BROOKFIELD ASSET MANAGMT LTD
12.49%BROOKFIELD ASSET MANAGMT LTD
Shares371.4K
Event2026-03-31
Filed2026-05-12
SYK
7.28%STRYKER CORPORATION
Shares49.6K
Event2026-03-31
Filed2026-05-12
ZTS
-63.66%ZOETIS INC
Shares136.5K
Event2026-03-31
Filed2026-05-12
KSPI
-35.16%KASPI KZ JSC
Shares217.3K
Event2026-03-31
Filed2026-05-12
LNG
-4.48%CHENIERE ENERGY INC
Shares51.9K
Event2026-03-31
Filed2026-05-12
PANW
5.96%PALO ALTO NETWORKS INC
Shares91.6K
Event2026-03-31
Filed2026-05-12
TRP
66.47%TC ENERGY CORP
Shares229.9K
Event2026-03-31
Filed2026-05-12
IVV
-5.25%ISHARES TR
Shares21.3K
Event2026-03-31
Filed2026-05-12
TTWO
7.04%TAKE-TWO INTERACTIVE SOFTWAR
Shares68.9K
Event2026-03-31
Filed2026-05-12
UPWK
-10.70%UPWORK INC
Shares1.2M
Event2026-03-31
Filed2026-05-12
QURE
6.30%UNIQURE NV
Shares816.9K
Event2026-03-31
Filed2026-05-12
SPOT
15.36%SPOTIFY TECHNOLOGY S A
Shares27.2K
Event2026-03-31
Filed2026-05-12
BN
564.65%BROOKFIELD CORP
Shares322.3K
Event2026-03-31
Filed2026-05-12
DASH
5.64%DOORDASH INC
Shares82.2K
Event2026-03-31
Filed2026-05-12
CENCORA INC
0.01%CENCORA INC
Shares38.1K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
-20.30%ALPHABET INC
Shares40.6K
Event2026-03-31
Filed2026-05-12
EOG
-1.24%EOG RES INC
Shares78.1K
Event2026-03-31
Filed2026-05-12
ICE
-1.83%INTERCONTINENTAL EXCHANGE IN
Shares69.5K
Event2026-03-31
Filed2026-05-12
PAYO
5.16%PAYONEER GLOBAL INC
Shares2.2M
Event2026-03-31
Filed2026-05-12
ITT INC
27.69%ITT INC
Shares55.6K
Event2026-03-31
Filed2026-05-12
ONC
12.98%BEONE MEDICINES LTD
Shares33.8K
Event2026-03-31
Filed2026-05-12
HD
-1.28%HOME DEPOT INC
Shares30.1K
Event2026-03-31
Filed2026-05-12
GGAL
27.59%GRUPO FINANCIERO GALICIA S.A
Shares193.9K
Event2026-03-31
Filed2026-05-12
AMP
15.80%AMERIPRISE FINL INC
Shares20.3K
Event2026-03-31
Filed2026-05-12
PG
-0.53%PROCTER & GAMBLE CO
Shares59.6K
Event2026-03-31
Filed2026-05-12
MMM
-1.80%3M CO
Shares58.7K
Event2026-03-31
Filed2026-05-12
MTRN
28.20%MATERION CORP
Shares58.6K
Event2026-03-31
Filed2026-05-12
ZWS
28.25%ZURN ELKAY WATER SOLNS CORP
Shares182.5K
Event2026-03-31
Filed2026-05-12
TSCO
-1.81%TRACTOR SUPPLY CO
Shares179.2K
Event2026-03-31
Filed2026-05-12
FERGUSON ENTERPRISES INC
7.90%FERGUSON ENTERPRISES INC
Shares34.2K
Event2026-03-31
Filed2026-05-12
XLK
-32.25%SELECT SECTOR SPDR TR
Shares58.9K
Event2026-03-31
Filed2026-05-12
DB
9.01%DEUTSCHE BK AG
Shares257.6K
Event2026-03-31
Filed2026-05-12
GRMN
5.05%GARMIN LTD
Shares31.0K
Event2026-03-31
Filed2026-05-12
GRUPO AEROMEXICO SAB DE CV
20.47%GRUPO AEROMEXICO SAB DE CV
Shares489.9K
Event2026-03-31
Filed2026-05-12
BIOHAVEN LTD
6.85%BIOHAVEN LTD
Shares774.2K
Event2026-03-31
Filed2026-05-12
IESC
28.02%IES HOLDINGS INC
Shares13.5K
Event2026-03-31
Filed2026-05-12
KRYS
28.05%KRYSTAL BIOTECH INC
Shares24.1K
Event2026-03-31
Filed2026-05-12
NXPI
5.97%NXP SEMICONDUCTORS N V
Shares31.2K
Event2026-03-31
Filed2026-05-12
BCPC
39.52%BALCHEM CORP
Shares35.6K
Event2026-03-31
Filed2026-05-12
AR
NewANTERO RESOURCES CORP
Shares131.7K
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY INC DEL
-2.91%BERKSHIRE HATHAWAY INC DEL
Shares11.1K
Event2026-03-31
Filed2026-05-12
BA
-4.61%BOEING CO
Shares24.7K
Event2026-03-31
Filed2026-05-12
MGRC
39.33%MCGRATH RENTCORP
Shares40.7K
Event2026-03-31
Filed2026-05-12
EEM
-0.19%ISHARES TR
Shares76.2K
Event2026-03-31
Filed2026-05-12
MHD
-20.40%BLACKROCK MUNIHOLDINGS FD IN
Shares323.0K
Event2026-03-31
Filed2026-05-12
GDS
25.68%GDS HLDGS LTD
Shares89.3K
Event2026-03-31
Filed2026-05-12
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares5
Event2026-03-31
Filed2026-05-12
VWO
39.25%VANGUARD INTL EQUITY INDEX F
Shares63.9K
Event2026-03-31
Filed2026-05-12
BNS
5.50%BANK NOVA SCOTIA B C
Shares45.1K
Event2026-03-31
Filed2026-05-12
ACCENTURE PLC IRELAND
-2.82%ACCENTURE PLC IRELAND
Shares15.0K
Event2026-03-31
Filed2026-05-12
HYG
0.03%ISHARES TR
Shares36.6K
Event2026-03-31
Filed2026-05-12
MYN
1.86%BLACKROCK MUNIYIELD N Y QUAL
Shares293.6K
Event2026-03-31
Filed2026-05-12
IWB
0.00%ISHARES TR
Shares7.5K
Event2026-03-31
Filed2026-05-12
SABA
-4.64%SABA CAPITAL INCOME & OPPORT
Shares320.1K
Event2026-03-31
Filed2026-05-12
DMXF
13.19%ISHARES TR
Shares34.3K
Event2026-03-31
Filed2026-05-12
BKLN
0.00%INVESCO EXCH TRADED FD TR II
Shares125.0K
Event2026-03-31
Filed2026-05-12
NAD
NewNUVEEN QUALITY MUNCP INCOME
Shares221.6K
Event2026-03-31
Filed2026-05-12
PML
-45.56%PIMCO MUN INCOME FD II
Shares334.7K
Event2026-03-31
Filed2026-05-12
FFC
-4.94%FLAHERTY & CRUMRIN PFD & INM
Shares162.2K
Event2026-03-31
Filed2026-05-12
MUC
-45.21%BLACKROCK MUNIHLDNGS CALI
Shares241.1K
Event2026-03-31
Filed2026-05-12
MQY
-45.17%BLACKROCK MUNIYILD QULT FD I
Shares227.4K
Event2026-03-31
Filed2026-05-12
MYI
-44.54%BLACKROCK MUNIYIELD QUALITY
Shares237.3K
Event2026-03-31
Filed2026-05-12
JPC
-4.90%NUVEEN PFD & INCOME OPPORTUN
Shares329.9K
Event2026-03-31
Filed2026-05-12
EDD
-5.05%MORGAN STANLEY EMERGING MKTS
Shares488.0K
Event2026-03-31
Filed2026-05-12
IEFA
0.00%ISHARES TR
Shares25.7K
Event2026-03-31
Filed2026-05-12
IWO
-88.19%ISHARES TR
Shares7.3K
Event2026-03-31
Filed2026-05-12
NEA
NewNUVEEN AMT FREE QLTY MUN INC
Shares198.4K
Event2026-03-31
Filed2026-05-12
ORCL
-99.42%ORACLE CORP
Shares15.0K
Event2026-03-31
Filed2026-05-12
DHR
-23.30%DANAHER CORP DEL
Shares10.7K
Event2026-03-31
Filed2026-05-12
NVG
NewNUVEEN AMT FREE MUN CR INC F
Shares162.2K
Event2026-03-31
Filed2026-05-12
GBAB
-4.48%GUGGENHEIM TAXABLE MUNICP BO
Shares134.4K
Event2026-03-31
Filed2026-05-12
DFP
-4.50%FLAHERTY & CRUMRINE DYNAMIC
Shares97.0K
Event2026-03-31
Filed2026-05-12
WEA
-4.55%WESTERN ASSET PREMIER BD FD
Shares183.7K
Event2026-03-31
Filed2026-05-12
PSF
-4.59%COHEN & STEERS SELECT PFD &
Shares99.9K
Event2026-03-31
Filed2026-05-12
GFL
45.49%GFL ENVIRONMENTAL INC
Shares46.2K
Event2026-03-31
Filed2026-05-12
PFD
-4.68%FLAHERTY & CRUMRINE PFD INCO
Shares171.4K
Event2026-03-31
Filed2026-05-12
AWF
-4.49%ALLIANCEBERNSTEIN GLOBAL HIG
Shares188.0K
Event2026-03-31
Filed2026-05-12
BARRICK MNG CORP
489.55%BARRICK MNG CORP
Shares45.3K
Event2026-03-31
Filed2026-05-12
BLW
-4.57%BLACKROCK LTD DURATION INCOM
Shares146.4K
Event2026-03-31
Filed2026-05-12
IWR
-55.71%ISHARES TR
Shares17.8K
Event2026-03-31
Filed2026-05-12
FAST
NewFASTENAL CO
Shares36.9K
Event2026-03-31
Filed2026-05-12
DSM
NewBNY MELLON STRATEGIC MUN BD
Shares268.6K
Event2026-03-31
Filed2026-05-12
MMU
-65.48%WESTERN ASSET MANAGED MUNS F
Shares156.3K
Event2026-03-31
Filed2026-05-12
EIM
-44.47%EATON VANCE MUN BD FD
Shares163.3K
Event2026-03-31
Filed2026-05-12
VMO
NewINVESCO MUN OPPORTUNIT TR
Shares167.2K
Event2026-03-31
Filed2026-05-12
NBH
-45.68%NEUBERGER MUN FD INC
Shares156.3K
Event2026-03-31
Filed2026-05-12
AFB
-44.83%ALLIANCEBERNSTEIN NATL MUN I
Shares148.0K
Event2026-03-31
Filed2026-05-12
VKQ
NewINVESCO MUNICIPAL TRUST
Shares166.0K
Event2026-03-31
Filed2026-05-12
HPS
-4.20%HANCOCK JOHN PFD INCOME FD I
Shares110.7K
Event2026-03-31
Filed2026-05-12
TENB
40.15%TENABLE HLDGS INC
Shares92.9K
Event2026-03-31
Filed2026-05-12
VBF
-4.27%INVESCO BD FD
Shares103.7K
Event2026-03-31
Filed2026-05-12
PCQ
-46.28%PIMCO CALIF MUN INCOME FD
Shares181.2K
Event2026-03-31
Filed2026-05-12
HPI
-4.21%HANCOCK JOHN PFD INCOME FD
Shares99.0K
Event2026-03-31
Filed2026-05-12
PAI
-4.25%WESTERN ASSET INVESTMENT GRA
Shares127.6K
Event2026-03-31
Filed2026-05-12
JQC
-4.09%NUVEEN CR STRATEGIES INCOME
Shares316.6K
Event2026-03-31
Filed2026-05-12
VO
-43.85%VANGUARD INDEX FDS
Shares5.1K
Event2026-03-31
Filed2026-05-12
JPM
-12.97%JPMORGAN CHASE & CO
Shares4.8K
Event2026-03-31
Filed2026-05-12
CAT
0.00%CATERPILLAR INC
Shares1.8K
Event2026-03-31
Filed2026-05-12
CCJ
262.59%CAMECO CORP
Shares11.8K
Event2026-03-31
Filed2026-05-12
XLE
0.00%SELECT SECTOR SPDR TR
Shares20.7K
Event2026-03-31
Filed2026-05-12
VOOV
0.00%VANGUARD ADMIRAL FDS INC
Shares6.0K
Event2026-03-31
Filed2026-05-12
RL
0.00%RALPH LAUREN CORP
Shares3.5K
Event2026-03-31
Filed2026-05-12
EMA
-28.73%EMERA INC
Shares23.2K
Event2026-03-31
Filed2026-05-12
EVG
-3.37%EATON VANCE SHORT DURATION D
Shares112.4K
Event2026-03-31
Filed2026-05-12
JLS
-3.45%NUVEEN MORTGAGE AND INCOME F
Shares65.4K
Event2026-03-31
Filed2026-05-12
MDY
0.00%STATE STR SPDR S&P MIDCAP 40
Shares1.9K
Event2026-03-31
Filed2026-05-12
RWL
0.00%INVESCO EXCH TRADED FD TR II
Shares10.2K
Event2026-03-31
Filed2026-05-12
DHF
-3.43%BNY MELLON HIGH YIELD STRATE
Shares477.6K
Event2026-03-31
Filed2026-05-12
ASML
11.55%ASML HLDG NV
Shares869
Event2026-03-31
Filed2026-05-12
PFO
-3.54%FLAHERTY & CRUMRINE PFD INCO
Shares125.3K
Event2026-03-31
Filed2026-05-12
FLC
-3.57%FLAHERTY & CRUMRINE TOTAL RE
Shares67.9K
Event2026-03-31
Filed2026-05-12
MSD
-3.53%MORGAN STANLEY EMKT DBT FD I
Shares160.3K
Event2026-03-31
Filed2026-05-12
DHY
-3.44%CREDIT SUISSE HIGH YIELD CRE
Shares590.9K
Event2026-03-31
Filed2026-05-12
JHS
-3.53%HANCOCK JOHN INCOME SECS TR
Shares102.1K
Event2026-03-31
Filed2026-05-12
LDP
-3.51%COHEN & STEERS LTD DURATION
Shares55.8K
Event2026-03-31
Filed2026-05-12
VGI
-3.54%VIRTUS GLOBAL MULTI-SECTOR I
Shares150.7K
Event2026-03-31
Filed2026-05-12
ULTA
0.00%ULTA BEAUTY INC
Shares2.1K
Event2026-03-31
Filed2026-05-12
VB
-15.88%VANGUARD INDEX FDS
Shares4.2K
Event2026-03-31
Filed2026-05-12
GDO
-3.52%WSTRN AST GLBL CORP OPP FD I
Shares101.0K
Event2026-03-31
Filed2026-05-12
EAD
-3.59%ALLSPRING INCOME OPPORTUNIT
Shares166.6K
Event2026-03-31
Filed2026-05-12
MCHP
11.26%MICROCHIP TECHNOLOGY INC.
Shares16.7K
Event2026-03-31
Filed2026-05-12
VLT
-3.52%INVESCO HIGH INCOME TR II
Shares106.7K
Event2026-03-31
Filed2026-05-12
ISD
-3.58%PGIM HIGH YIELD BOND FUND IN
Shares81.6K
Event2026-03-31
Filed2026-05-12
LEO
NewBNY MELLON STRATEGIC MUNS IN
Shares170.2K
Event2026-03-31
Filed2026-05-12
CELESTICA INC
NewCELESTICA INC
Shares3.7K
Event2026-03-31
Filed2026-05-12
CIK
-3.55%CREDIT SUISSE ASSET MGMT
Shares399.2K
Event2026-03-31
Filed2026-05-12
KTF
NewDWS MUN INCOME TR
Shares111.9K
Event2026-03-31
Filed2026-05-12
PMO
-65.21%PUTNAM MUN OPPORTUNITIES TR
Shares98.6K
Event2026-03-31
Filed2026-05-12
EOT
-46.36%EATON VANCE NATL MUN OPPORT
Shares58.9K
Event2026-03-31
Filed2026-05-12
BTT
NewBLACKROCK MUN TARGET TERM TR
Shares44.3K
Event2026-03-31
Filed2026-05-12
MPA
-44.47%BLACKROCK MUNIYIELD PA QUALI
Shares89.8K
Event2026-03-31
Filed2026-05-12
HSBC
9.21%HSBC HLDGS PLC
Shares12.0K
Event2026-03-31
Filed2026-05-12
MIY
-66.85%BLACKROCK MUNIYIELD MICH QU
Shares83.3K
Event2026-03-31
Filed2026-05-12
NNY
-43.73%NUVEEN N Y MUN VALUE FD
Shares115.1K
Event2026-03-31
Filed2026-05-12
SHEL
10.20%SHELL PLC
Shares10.0K
Event2026-03-31
Filed2026-05-12
VT
6.61%VANGUARD INTL EQUITY INDEX F
Shares6.5K
Event2026-03-31
Filed2026-05-12
CVX
2.42%CHEVRON CORPORATION
Shares4.3K
Event2026-03-31
Filed2026-05-12
VGM
NewINVESCO TR INVT GRADE MUNS
Shares89.2K
Event2026-03-31
Filed2026-05-12
XOM
1.20%EXXON MOBIL CORP
Shares5.1K
Event2026-03-31
Filed2026-05-12
HON
-1.44%HONEYWELL INTL INC
Shares3.8K
Event2026-03-31
Filed2026-05-12
EVN
NewEATON VANCE MUN INCOME TR
Shares80.9K
Event2026-03-31
Filed2026-05-12
RELX
76.13%RELX PLC
Shares25.2K
Event2026-03-31
Filed2026-05-12
LMT
-0.29%LOCKHEED MARTIN CORP
Shares1.4K
Event2026-03-31
Filed2026-05-12
TT
-1.40%TRANE TECHNOLOGIES PLC
Shares1.9K
Event2026-03-31
Filed2026-05-12
NBP
NewNOVABRIDGE BIOSCIENCES
Shares315.7K
Event2026-03-31
Filed2026-05-12
AGG
-20.91%ISHARES TR
Shares7.7K
Event2026-03-31
Filed2026-05-12
SAP
85.21%SAP SE
Shares4.4K
Event2026-03-31
Filed2026-05-12
TM
12.78%TOYOTA MOTOR CORP
Shares3.7K
Event2026-03-31
Filed2026-05-12
MUFG
13.53%MITSUBISHI UFJ FINANCIAL GRO
Shares42.4K
Event2026-03-31
Filed2026-05-12
IHG
11.19%INTERCONTINENTAL HOTELS GROU
Shares5.3K
Event2026-03-31
Filed2026-05-12
PFF
-77.95%ISHARES TR
Shares22.4K
Event2026-03-31
Filed2026-05-12
PM
0.00%PHILIP MORRIS INTL INC
Shares4.1K
Event2026-03-31
Filed2026-05-12
SONY
3.58%SONY GROUP CORP
Shares31.1K
Event2026-03-31
Filed2026-05-12
BAC
-1.23%BANK AMERICA CORP
Shares13.2K
Event2026-03-31
Filed2026-05-12
BSV
-21.00%VANGUARD BD INDEX FDS
Shares8.1K
Event2026-03-31
Filed2026-05-12
IBM
-13.45%INTERNATIONAL BUSINESS MACHS
Shares2.6K
Event2026-03-31
Filed2026-05-12
MUJ
-86.78%BLACKROCK MUNIHLDGS NJ QLTY
Shares52.2K
Event2026-03-31
Filed2026-05-12
SBUX
-0.43%STARBUCKS CORP
Shares6.5K
Event2026-03-31
Filed2026-05-12
NMM
NewNAVIOS MARITIME PARTNERS LP
Shares8.3K
Event2026-03-31
Filed2026-05-12
IWM
0.00%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-05-12
WMT
0.00%WALMART INC
Shares4.4K
Event2026-03-31
Filed2026-05-12
MHF
NewWESTERN ASSET MUN HIGH INCOM
Shares73.2K
Event2026-03-31
Filed2026-05-12
NUW
NewNUVEEN AMT-FREE MUN VALUE FD
Shares35.3K
Event2026-03-31
Filed2026-05-12
NCA
NewNUVEEN CALIFORNIA MUNI VLU F
Shares53.8K
Event2026-03-31
Filed2026-05-12
VTC
0.00%VANGUARD SCOTTSDALE FDS
Shares5.9K
Event2026-03-31
Filed2026-05-12
DMB
NewBNY MELLON MUN BD INFRASTRUC
Shares42.8K
Event2026-03-31
Filed2026-05-12
BLACKROCK INC
0.00%BLACKROCK INC
Shares458
Event2026-03-31
Filed2026-05-12
CCIR
NewKYIVSTAR GROUP LTD
Shares43.2K
Event2026-03-31
Filed2026-05-12
RWK
0.00%INVESCO EXCH TRADED FD TR II
Shares3.4K
Event2026-03-31
Filed2026-05-12
ECL
-56.27%ECOLAB INC
Shares1.6K
Event2026-03-31
Filed2026-05-12
WFC
0.00%WELLS FARGO & CO
Shares5.2K
Event2026-03-31
Filed2026-05-12
MFC
-8.85%MANULIFE FINL CORP
Shares12.0K
Event2026-03-31
Filed2026-05-12
BND
3.21%VANGUARD BD INDEX FDS
Shares5.6K
Event2026-03-31
Filed2026-05-12
RWJ
0.00%INVESCO EXCH TRADED FD TR II
Shares7.9K
Event2026-03-31
Filed2026-05-12
RING
0.00%ISHARES INC
Shares4.9K
Event2026-03-31
Filed2026-05-12
MRCC
0.00%MONROE CAP CORP
Shares84.0K
Event2026-03-31
Filed2026-05-12
VSS
0.00%VANGUARD INTL EQUITY INDEX F
Shares2.6K
Event2026-03-31
Filed2026-05-12
KO
-1.11%COCA COLA CO
Shares5.1K
Event2026-03-31
Filed2026-05-12
IWP
-31.99%ISHARES TR
Shares3.0K
Event2026-03-31
Filed2026-05-12
UNILEVER PLC
7.40%UNILEVER PLC
Shares6.3K
Event2026-03-31
Filed2026-05-12
IWF
-83.72%ISHARES TR
Shares830
Event2026-03-31
Filed2026-05-12
BEP
-36.75%BROOKFIELD RENEWABLE ENERGY
Shares10.7K
Event2026-03-31
Filed2026-05-12
GLD
0.00%SPDR GOLD TR
Shares800
Event2026-03-31
Filed2026-05-12
CVS
-38.58%CVS HEALTH CORP
Shares4.8K
Event2026-03-31
Filed2026-05-12
DE
0.00%DEERE & CO
Shares600
Event2026-03-31
Filed2026-05-12
SEAGATE TECHNOLOGY HLDNGS PL
0.00%SEAGATE TECHNOLOGY HLDNGS PL
Shares849
Event2026-03-31
Filed2026-05-12
TECK
-1.48%TECK RESOURCES LTD
Shares6.4K
Event2026-03-31
Filed2026-05-12
OWL
2.13%BLUE OWL CAPITAL INC
Shares35.6K
Event2026-03-31
Filed2026-05-12
ESGV
0.25%VANGUARD WORLD FD
Shares2.9K
Event2026-03-31
Filed2026-05-12
PNC
0.00%PNC FINL SVCS GROUP INC
Shares1.5K
Event2026-03-31
Filed2026-05-12
WAT
9.46%WATERS CORP
Shares1.0K
Event2026-03-31
Filed2026-05-12
VHT
-18.57%VANGUARD WORLD FD
Shares991
Event2026-03-31
Filed2026-05-12
MO
0.00%ALTRIA GROUP INC
Shares4.1K
Event2026-03-31
Filed2026-05-12
VXF
0.00%VANGUARD INDEX FDS
Shares1.3K
Event2026-03-31
Filed2026-05-12
VGT
0.00%VANGUARD WORLD FD
Shares366
Event2026-03-31
Filed2026-05-12
TRV
0.00%TRAVELERS COMPANIES INC
Shares857
Event2026-03-31
Filed2026-05-12
GEV
NewGE VERNOVA INC
Shares286
Event2026-03-31
Filed2026-05-12
WPC
0.00%WP CAREY INC
Shares3.6K
Event2026-03-31
Filed2026-05-12
BCE
-2.09%BCE INC
Shares9.5K
Event2026-03-31
Filed2026-05-12
IWS
0.00%ISHARES TR
Shares1.6K
Event2026-03-31
Filed2026-05-12
PGF
0.00%INVESCO EXCHANGE TRADED FD T
Shares17.3K
Event2026-03-31
Filed2026-05-12
VLO
NewVALERO ENERGY CORP
Shares944
Event2026-03-31
Filed2026-05-12
T
NewAT&T INC
Shares7.8K
Event2026-03-31
Filed2026-05-12
DLN
0.00%WISDOMTREE TR
Shares2.5K
Event2026-03-31
Filed2026-05-12
CSCO
-71.10%CISCO SYS INC
Shares2.9K
Event2026-03-31
Filed2026-05-12
APD
NewAIR PRODUCTS AND CHEMICALS I
Shares750
Event2026-03-31
Filed2026-05-12
IWD
0.00%ISHARES TR
Shares1.0K
Event2026-03-31
Filed2026-05-12
MS
-5.17%MORGAN STANLEY
Shares1.3K
Event2026-03-31
Filed2026-05-12
USB
-4.37%US BANCORP
Shares3.9K
Event2026-03-31
Filed2026-05-12
VSGX
0.57%VANGUARD WORLD FD
Shares2.8K
Event2026-03-31
Filed2026-05-12
WIW
-58.29%WESTERN AST INFL LKD OPP & I
Shares11.2K
Event2026-03-31
Filed2026-05-12
BHK
-58.23%BLACKROCK CORE BD TR
Shares10.2K
Event2026-03-31
Filed2026-05-12
HIO
-58.26%WESTERN ASSET HIGH INCOME OP
Shares17.9K
Event2026-03-31
Filed2026-05-12
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available