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The Analysis of FIRST CITIZENS BANK & TRUST CO's Holdings & P&L

Currently, FIRST CITIZENS BANK & TRUST CO holds 634 types of securities in its portfolio with a total value $4.7B. In the most recent quarter, they have increased their positions in AGG (+1.2M shares, valued at $117.4M), TLH (+934.8K shares, valued at $94.1M), FE (+384.1K shares, valued at $19.5M); decreased their positions in IWP (-211.5K shares, valued at $27.1M), EMN (-213.1K shares, valued at $16.3M), MA (-25.6K shares, valued at $12.8M); initiated new positions in FE (+384.1K shares, valued at $19.5M), KHC (+740.1K shares, valued at $16.6M), N/A (+383.2K shares, valued at $15.2M).

1M P&L

+124.8M+2.23%

3M P&L

+185.3M+3.35%

HY P&L

+394.7M+7.42%

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

1N/A2.5B

56.9%

2Consumer Electronics176.0M

4.1%

3Semiconductors166.3M

3.8%

Top Industries by Stock Count

1N/A124 stocks

20.8%

2Banks - Regional27 stocks

4.5%

3Software - Application20 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWX ISHARES TR5.9M shares-0.93%2026-03-312026-05-13

IWS ISHARES TR2.7M shares-2.42%2026-03-312026-05-13

IWP ISHARES TR1.5M shares-12.12%2026-03-312026-05-13

AGG ISHARES TR1.9M shares170.94%2026-03-312026-05-13

IEFA ISHARES TR2.0M shares6.64%2026-03-312026-05-13

AAPL APPLE INC642.2K shares-0.64%2026-03-312026-05-13

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D76.6K shares-2.32%2026-03-312026-05-13

IWY ISHARES TR4.5M shares-0.60%2026-03-312026-05-13

Sponsored

NVDA NVIDIA CORPORATION702.7K shares2.50%2026-03-312026-05-13

DFIS DIMENSIONAL ETF TRUST3.2M shares-7.75%2026-03-312026-05-13

IVV ISHARES TR160.5K shares-0.93%2026-03-312026-05-13

MSFT MICROSOFT CORP256.6K shares1.09%2026-03-312026-05-13

TLH ISHARES TR942.3K shares12382.62%2026-03-312026-05-13

AMZN AMAZON COM INC303.9K shares1.71%2026-03-312026-05-13

ALPHABET INC ALPHABET INC186.1K shares1.53%2026-03-312026-05-13

BROADCOM INC BROADCOM INC149.0K shares-1.62%2026-03-312026-05-13

Sponsored

AVUV AMERICAN CENTY ETF TR410.5K shares-9.40%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO152.3K shares2.38%2026-03-312026-05-13

IEMG ISHARES INC593.6K shares-2.83%2026-03-312026-05-13

META META PLATFORMS INC72.3K shares3.15%2026-03-312026-05-13

XOM EXXON MOBIL CORP242.4K shares-1.17%2026-03-312026-05-13

ALPHABET INC ALPHABET INC128.5K shares-0.84%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS609.9K shares-0.23%2026-03-312026-05-13

TSLA TESLA INC79.7K shares1.75%2026-03-312026-05-13

Sponsored

AMAT APPLIED MATLS INC83.7K shares2.55%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS47.6K shares-1.36%2026-03-312026-05-13

MO ALTRIA GROUP INC419.0K shares24.00%2026-03-312026-05-13

IWF ISHARES TR64.6K shares7.35%2026-03-312026-05-13

LLY ELI LILLY & CO29.9K shares2.20%2026-03-312026-05-13

BRK.A BERKSHIRE HATHAWAY INC DEL38 shares0.00%2026-03-312026-05-13

V VISA INC81.9K shares-0.30%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP113.5K shares2.08%2026-03-312026-05-13

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW183.9K shares87.39%2026-03-312026-05-13

NFLX NETFLIX INC.233.9K shares0.71%2026-03-312026-05-13

MUB ISHARES TR204.0K shares-6.96%2026-03-312026-05-13

CSCO CISCO SYS INC274.1K shares-6.28%2026-03-312026-05-13

IGSB ISHARES TR392.0K shares8.87%2026-03-312026-05-13

PG PROCTER & GAMBLE CO138.3K shares-0.39%2026-03-312026-05-13

FE FIRSTENERGY CORP384.1K sharesnew addition2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC54.0K shares-0.84%2026-03-312026-05-13

Sponsored

CVX CHEVRON CORPORATION92.4K shares-1.48%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL39.3K shares13.62%2026-03-312026-05-13

KMI KINDER MORGAN INC DEL561.5K shares45.84%2026-03-312026-05-13

KO COCA COLA CO247.4K shares0.78%2026-03-312026-05-13

UNP UNION PAC CORP76.4K shares1.65%2026-03-312026-05-13

RF REGIONS FINANCIAL CORP NEW709.0K shares0.17%2026-03-312026-05-13

GVI ISHARES TR169.5K shares3.96%2026-03-312026-05-13

EVRG EVERGY INC210.6K shares65.24%2026-03-312026-05-13

Sponsored

KHC KRAFT HEINZ CO740.1K sharesnew addition2026-03-312026-05-13

VTWO VANGUARD SCOTTSDALE FDS162.7K shares-3.91%2026-03-312026-05-13

COP CONOCOPHILLIPS122.5K shares-1.41%2026-03-312026-05-13

ADI ANALOG DEVICES INC50.5K shares-1.97%2026-03-312026-05-13

IWR ISHARES TR165.0K shares-5.33%2026-03-312026-05-13

TROW PRICE T ROWE GROUP INC177.8K shares0.81%2026-03-312026-05-13

SNA SNAP ON INC42.8K shares1.84%2026-03-312026-05-13

SCZ ISHARES TR197.1K shares-2.10%2026-03-312026-05-13

Sponsored

IWD ISHARES TR72.2K shares2.29%2026-03-312026-05-13

AMCOR PLC AMCOR PLC383.2K sharesnew addition2026-03-312026-05-13

BAC BANK OF AMER CORP311.9K shares1.08%2026-03-312026-05-13

IDXX IDEXX LABS INC26.2K shares-9.25%2026-03-312026-05-13

CME CME GROUP INC49.7K shares1.10%2026-03-312026-05-13

PEP PEPSICO INC92.5K shares1.24%2026-03-312026-05-13

BKNG BOOKING HOLDINGS INC3.4K shares0.71%2026-03-312026-05-13

EXC EXELON CORP286.5K shares1.42%2026-03-312026-05-13

Sponsored

CSGP COSTAR GROUP INC343.5K shares33.45%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON56.5K shares1.42%2026-03-312026-05-13

PLD PROLOGIS INC.102.0K shares2.22%2026-03-312026-05-13

WMT WALMART INC107.0K shares3.78%2026-03-312026-05-13

ALL ALLSTATE CORP63.7K shares0.93%2026-03-312026-05-13

ORCL ORACLE CORP88.9K shares-0.18%2026-03-312026-05-13

BEN FRANKLIN RESOURCES INC553.1K shares1.21%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC88.7K shares-1.76%2026-03-312026-05-13

Sponsored

APH AMPHENOL CORP101.3K shares1.69%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS198.9K shares-4.39%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T19.0K shares4.08%2026-03-312026-05-13

PFF ISHARES TR401.4K shares2.93%2026-03-312026-05-13

HD HOME DEPOT INC35.3K shares-43.52%2026-03-312026-05-13

GILD GILEAD SCIENCES INC74.9K shares1.11%2026-03-312026-05-13

XPH SPDR SERIES TRUST187.4K shares0.75%2026-03-312026-05-13

RSG REPUBLIC SVCS INC46.0K shares0.03%2026-03-312026-05-13

Sponsored

UHS UNIVERSAL HLTH SVCS INC56.3K shares0.18%2026-03-312026-05-13

VRSK VERISK ANALYTICS INC51.4K shares8.10%2026-03-312026-05-13

WM WASTE MGMT INC DEL42.4K shares0.76%2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC20.9K shares0.62%2026-03-312026-05-13

UAL UNITED AIRLS HLDGS INC104.9K shares0.68%2026-03-312026-05-13

IJH ISHARES TR140.7K shares-11.99%2026-03-312026-05-13

IJR ISHARES TR74.5K shares-4.95%2026-03-312026-05-13

ABBV ABBVIE INC42.3K shares24.62%2026-03-312026-05-13

Sponsored

IWL ISHARES TR56.7K shares0.65%2026-03-312026-05-13

LDOS LEIDOS HOLDINGS INC57.7K shares0.11%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC46.5K shares3.22%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC63.2K shares1.87%2026-03-312026-05-13

CAG CONAGRA BRANDS INC482.8K sharesnew addition2026-03-312026-05-13

CNC CENTENE CORP DEL223.2K shares3.59%2026-03-312026-05-13

ZTS ZOETIS INC61.7K shares5.56%2026-03-312026-05-13

COIN COINBASE GLOBAL INC40.5K shares37.42%2026-03-312026-05-13

Sponsored

MS MORGAN STANLEY42.4K shares208.04%2026-03-312026-05-13

IWM ISHARES TR28.1K shares-5.22%2026-03-312026-05-13

VYMI VANGUARD WHITEHALL FDS73.3K shares-5.81%2026-03-312026-05-13

SYK STRYKER CORPORATION19.6K shares-1.67%2026-03-312026-05-13

VTI VANGUARD INDEX FDS19.5K shares-9.12%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS28.8K shares349.60%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION5.9K shares-66.10%2026-03-312026-05-13

SHY ISHARES TR70.8K shares-2.72%2026-03-312026-05-13

Sponsored

IBM INTERNATIONAL BUSINESS MACHS23.9K shares-5.10%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F106.8K shares-5.39%2026-03-312026-05-13

LYB LYONDELLBASELL INDUSTRIES NV71.1K sharesnew addition2026-03-312026-05-13

IWO ISHARES TR17.9K shares-1.79%2026-03-312026-05-13

FALN ISHARES TR192.6K shares109.65%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO84.6K shares5.17%2026-03-312026-05-13

MBB ISHARES TR53.3K shares110.97%2026-03-312026-05-13

EFA ISHARES TR51.9K shares-11.59%2026-03-312026-05-13

Sponsored

APP APPLOVIN CORP12.5K sharesnew addition2026-03-312026-05-13

DIS DISNEY WALT CO51.4K shares-1.53%2026-03-312026-05-13

LOW LOWES COS INC20.9K shares-1.89%2026-03-312026-05-13

HYDB ISHARES TR105.0K sharesnew addition2026-03-312026-05-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND23.9K shares-2.78%2026-03-312026-05-13

MMM 3M CO32.0K shares1.71%2026-03-312026-05-13

TFC TRUIST FINL CORP100.8K shares-2.29%2026-03-312026-05-13

BKLN INVESCO EXCH TRADED FD TR II225.5K shares0.57%2026-03-312026-05-13

Sponsored

VYM VANGUARD WHITEHALL FDS31.0K shares-0.06%2026-03-312026-05-13

DDOG DATADOG INC38.8K shares20.94%2026-03-312026-05-13

NEE NEXTERA ENERGY INC48.6K shares-10.56%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC16.7K shares-51.45%2026-03-312026-05-13

GLD SPDR GOLD TR10.2K shares0.20%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC21.3K shares-1.64%2026-03-312026-05-13

HON HONEYWELL INTL INC19.1K shares-2.31%2026-03-312026-05-13

QCOM QUALCOMM INC33.6K shares6.66%2026-03-312026-05-13

Sponsored

SO SOUTHERN CO44.7K shares5.27%2026-03-312026-05-13

MCD MCDONALDS CORP13.2K shares0.30%2026-03-312026-05-13

JCI JOHNSON CONTROLS INTERNATION30.9K shares6.14%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR30.5K shares-3.95%2026-03-312026-05-13

OKE ONEOK INC NEW44.7K shares8.26%2026-03-312026-05-13

ICE INTERCONTINENTAL EXCHANGE IN25.6K shares-4.11%2026-03-312026-05-13

RY ROYAL BK CDA24.8K shares229.13%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE14.0K shares4.98%2026-03-312026-05-13

Sponsored

HIG HARTFORD INSURANCE GROUP INC29.2K shares5.89%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC11.6K shares-4.66%2026-03-312026-05-13

UPS UNITED PARCEL SVCS INC39.5K shares-8.64%2026-03-312026-05-13

MDY STATE STR SPDR S&P MIDCAP 406.2K shares-3.95%2026-03-312026-05-13

NSC NORFOLK SOUTHN CORP13.2K shares309.01%2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC7.7K shares7.22%2026-03-312026-05-13

VTRS VIATRIS INC271.9K shares-11.14%2026-03-312026-05-13

CAT CATERPILLAR INC5.2K shares3.06%2026-03-312026-05-13

Sponsored

EMXC ISHARES INC44.6K shares0.33%2026-03-312026-05-13

MA MASTERCARD INCORPORATED6.9K shares-78.76%2026-03-312026-05-13

IVW ISHARES TR30.3K shares-9.75%2026-03-312026-05-13

STT STATE STR CORP27.0K shares-0.06%2026-03-312026-05-13

IVE ISHARES TR16.1K shares-26.49%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR5.9K shares-0.69%2026-03-312026-05-13

RTX RTX CORPORATION17.5K shares-4.11%2026-03-312026-05-13

YUM YUM BRANDS INC21.7K shares8.72%2026-03-312026-05-13

Sponsored

AMGN AMGEN INC9.6K shares2.30%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC4.0K shares8.07%2026-03-312026-05-13

GEV GE VERNOVA INC3.7K shares6.01%2026-03-312026-05-13

BLACKROCK INC BLACKROCK INC3.3K shares-7.30%2026-03-312026-05-13

MCHP MICROCHIP TECHNOLOGY INC.49.6K shares5.23%2026-03-312026-05-13

TJX TJX COS INC NEW19.4K shares-3.22%2026-03-312026-05-13

MPC MARATHON PETE CORP12.6K shares-2.22%2026-03-312026-05-13

VCRB VANGUARD MALVERN FDS39.3K shares5.86%2026-03-312026-05-13

Sponsored

CRM SALESFORCE INC16.1K shares355.05%2026-03-312026-05-13

DHR DANAHER CORP DEL15.8K shares-5.29%2026-03-312026-05-13

BK BANK NEW YORK MELLON CORP25.1K shares-4.73%2026-03-312026-05-13

T AT&T INC101.5K shares2.45%2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC25.3K shares9.78%2026-03-312026-05-13

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC39.7K sharesnew addition2026-03-312026-05-13

ELV ELEVANCE HEALTH INC FORMERLY9.6K shares-68.06%2026-03-312026-05-13

CVS CVS HEALTH CORP38.0K shares6.33%2026-03-312026-05-13

Sponsored

COHERENT CORP COHERENT CORP11.4K shares-25.49%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS30.7K shares3.06%2026-03-312026-05-13

ABT ABBOTT LABORATORIES26.2K shares-17.98%2026-03-312026-05-13

STLD STEEL DYNAMICS INC14.8K sharesnew addition2026-03-312026-05-13

DFAU DIMENSIONAL ETF TRUST58.9K shares0.00%2026-03-312026-05-13

ACWX ISHARES TR38.4K shares17.12%2026-03-312026-05-13

THE CIGNA GROUP THE CIGNA GROUP9.7K shares5.32%2026-03-312026-05-13

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC29.7K sharesnew addition2026-03-312026-05-13

Sponsored

AES AES CORP179.0K shares73.93%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS33.6K shares-62.54%2026-03-312026-05-13

ITOT ISHARES TR17.3K shares68.97%2026-03-312026-05-13

DOW DOW HLDGS INC59.2K shares8.43%2026-03-312026-05-13

VB VANGUARD INDEX FDS9.4K shares-3.93%2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSING IN12.0K shares-1.95%2026-03-312026-05-13

IEF ISHARES TR25.5K shares19.88%2026-03-312026-05-13

FDX FEDEX CORP6.8K shares1.14%2026-03-312026-05-13

Sponsored

PFE PFIZER INC85.9K shares-2.75%2026-03-312026-05-13

WFC WELLS FARGO & CO30.1K shares0.65%2026-03-312026-05-13

XPO XPO INC12.3K shares7.66%2026-03-312026-05-13

JVAL J P MORGAN EXCHANGE TRADED F47.8K shares-0.00%2026-03-312026-05-13

MGK VANGUARD WORLD FD6.2K shares851.23%2026-03-312026-05-13

DVY ISHARES TR15.0K shares-36.56%2026-03-312026-05-13

VT VANGUARD INTL EQUITY INDEX F16.3K shares-0.04%2026-03-312026-05-13

INTC INTEL CORP50.9K shares19.79%2026-03-312026-05-13

Sponsored

EBND SPDR SERIES TRUST107.1K shares-9.72%2026-03-312026-05-13

EMR EMERSON ELEC CO16.8K shares-1.28%2026-03-312026-05-13

UTHR UNITED THERAPEUTICS CORP DEL3.7K shares-3.99%2026-03-312026-05-13

PNC PNC FINL SVCS GROUP INC10.4K shares0.20%2026-03-312026-05-13

SBAC SBA COMMUNICATIONS CORP12.4K shares4.82%2026-03-312026-05-13

TOLZ PROSHARES TR34.8K shares-2.08%2026-03-312026-05-13

ACWI ISHARES TR15.0K shares2.79%2026-03-312026-05-13

IJJ ISHARES TR15.6K shares-3.02%2026-03-312026-05-13

Sponsored

EIX EDISON INTL28.2K sharesnew addition2026-03-312026-05-13

MSCI MSCI INC3.8K shares-18.30%2026-03-312026-05-13

MOS MOSAIC CO80.6K shares7.16%2026-03-312026-05-13

GEHC GE HEALTHCARE TECHNOLOGIES I28.9K shares2.39%2026-03-312026-05-13

NVT NVENT ELEC PLC17.3K shares-3.27%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC6.0K shares-18.32%2026-03-312026-05-13

PNR PENTAIR PLC23.2K shares4.82%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP3.3K shares2.79%2026-03-312026-05-13

Sponsored

NOC NORTHROP GRUMMAN CORP2.9K shares-2.01%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC22.9K shares-4.65%2026-03-312026-05-13

APD AIR PRODUCTS AND CHEMICALS I6.8K shares-15.71%2026-03-312026-05-13

IWN ISHARES TR10.4K shares-3.69%2026-03-312026-05-13

CSX CSX CORP47.9K shares88.75%2026-03-312026-05-13

CMCSA COMCAST CORP NEW67.8K shares3.46%2026-03-312026-05-13

CVNA CARVANA CO6.2K shares3.56%2026-03-312026-05-13

JQUA J P MORGAN EXCHANGE TRADED F31.5K shares-9.87%2026-03-312026-05-13

Sponsored

IWB ISHARES TR5.3K shares-77.56%2026-03-312026-05-13

DTM DT MIDSTREAM INC13.9K shares-3.56%2026-03-312026-05-13

USMV ISHARES TR20.2K shares-17.96%2026-03-312026-05-13

FN FABRINET3.6K shares-14.40%2026-03-312026-05-13

VLO VALERO ENERGY CORP7.6K shares-26.97%2026-03-312026-05-13

DE DEERE & CO3.3K shares1.23%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO6.1K shares-6.71%2026-03-312026-05-13

VNQI VANGUARD INTL EQUITY INDEX F41.1K shares5.04%2026-03-312026-05-13

Sponsored

JAZZ JAZZ PHARMACEUTICALS PLC9.6K shares-4.96%2026-03-312026-05-13

SEIC SEI INVTS CO23.1K shares-3.99%2026-03-312026-05-13

PAYX PAYCHEX INC19.4K shares-0.54%2026-03-312026-05-13

MCK MCKESSON CORP2.1K shares1.48%2026-03-312026-05-13

HP INC HP INC91.9K shares48.50%2026-03-312026-05-13

CHRW C H ROBINSON WORLDWIDE IN10.6K shares1.80%2026-03-312026-05-13

COF CAPITAL ONE FINL CORP9.3K shares-1.49%2026-03-312026-05-13

VUG VANGUARD INDEX FDS3.9K shares-16.22%2026-03-312026-05-13

Sponsored

LSCC LATTICE SEMICONDUCTOR CORP18.2K shares-15.44%2026-03-312026-05-13

AM ANTERO MIDSTREAM CORP73.7K shares-4.87%2026-03-312026-05-13

PPA INVESCO EXCHANGE TRADED FD T10.1K shares1.80%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC14.4K shares-0.30%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC32.6K shares4.02%2026-03-312026-05-13

FICO FAIR ISAAC CORP1.5K shares-7.38%2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP17.3K shares-3.60%2026-03-312026-05-13

CSL CARLISLE COS INC4.6K shares-4.00%2026-03-312026-05-13

Sponsored

CB CHUBB LTD SWITZ4.7K shares-1.53%2026-03-312026-05-13

EWBC EAST WEST BANCORP INC14.3K shares-4.89%2026-03-312026-05-13

GLW CORNING INC10.9K shares31.37%2026-03-312026-05-13

UNM UNUM GROUP20.2K shares-4.33%2026-03-312026-05-13

THC TENET HEALTHCARE CORP7.8K shares-5.33%2026-03-312026-05-13

RNR RENAISSANCERE HLDGS LTD4.8K shares-4.47%2026-03-312026-05-13

TOL TOLL BROTHERS INC10.6K shares-4.55%2026-03-312026-05-13

NYT NEW YORK TIMES CO MTN BE17.2K shares-3.96%2026-03-312026-05-13

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SHYG ISHARES TR33.9K shares2.31%2026-03-312026-05-13

RPM RPM INTL INC14.3K shares-0.13%2026-03-312026-05-13

ST SENSATA TECHNOLOGIES HLDG PL40.3K shares-15.54%2026-03-312026-05-13

NVST ENVISTA HOLDINGS CORPORATION54.3K shares-5.12%2026-03-312026-05-13

TE CONNECTIVITY PLC TE CONNECTIVITY PLC6.5K shares1.22%2026-03-312026-05-13

CE CELANESE CORP DEL20.5K sharesnew addition2026-03-312026-05-13

QUAL ISHARES TR6.9K shares-5.32%2026-03-312026-05-13

CTAS CINTAS CORP7.8K shares24.54%2026-03-312026-05-13

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PSX PHILLIPS 667.2K shares-3.87%2026-03-312026-05-13

MANH MANHATTAN ASSOCIATES INC9.7K shares41.92%2026-03-312026-05-13

BWXT BWX TECHNOLOGIES INC6.3K sharesnew addition2026-03-312026-05-13

LHX L3HARRIS TECHNOLOGIES INC3.7K shares-28.58%2026-03-312026-05-13

CACI CACI INTL INC2.4K shares-4.04%2026-03-312026-05-13

BA BOEING CO6.4K shares-68.94%2026-03-312026-05-13

PRI PRIMERICA INC5.1K shares-12.22%2026-03-312026-05-13

RMBS RAMBUS INC DEL14.7K shares-0.52%2026-03-312026-05-13

Sponsored

RGA REINSURANCE GROUP AMER INC6.2K shares-4.73%2026-03-312026-05-13

IYW ISHARES TR7.0K shares-10.54%2026-03-312026-05-13

SM SM ENERGY COMPANY40.4K sharesnew addition2026-03-312026-05-13

LINDE PLC LINDE PLC2.5K shares14.06%2026-03-312026-05-13

DKS DICKS SPORTING GOODS INC6.3K shares-2.64%2026-03-312026-05-13

CMC COMMERCIAL METALS CO20.3K sharesnew addition2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC7.8K shares13.80%2026-03-312026-05-13

ORI OLD REP INTL CORP31.1K shares-5.74%2026-03-312026-05-13

Sponsored

BBY BEST BUY INC19.3K shares-1.80%2026-03-312026-05-13

TGT TARGET CORP10.1K shares0.38%2026-03-312026-05-13

CBNK CAPITAL BANCORP INC MD41.0K shares0.00%2026-03-312026-05-13

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN57.3K shares-4.31%2026-03-312026-05-13

ITW ILLINOIS TOOL WKS INC4.6K shares3.80%2026-03-312026-05-13

ROK ROCKWELL AUTOMATION INC3.3K shares10.21%2026-03-312026-05-13

MMC MARSH & MCLENNAN COS INC6.8K shares-18.34%2026-03-312026-05-13

VO VANGUARD INDEX FDS4.1K shares-21.60%2026-03-312026-05-13

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VWOB VANGUARD WHITEHALL FDS17.5K shares-44.37%2026-03-312026-05-13

CL COLGATE PALMOLIVE CO13.5K shares4.50%2026-03-312026-05-13

ALV AUTOLIV INC10.9K shares-4.18%2026-03-312026-05-13

NWE NORTHWESTERN ENERGY GROUP IN17.3K shares-4.91%2026-03-312026-05-13

IJK ISHARES TR11.2K shares-12.06%2026-03-312026-05-13

ASML ASML HLDG NV849 shares4.30%2026-03-312026-05-13

LAMR LAMAR ADVERTISING CO8.8K shares0.86%2026-03-312026-05-13

JLL JONES LANG LASALLE INC3.6K shares-4.27%2026-03-312026-05-13

Sponsored

INTU INTUIT2.5K shares-3.56%2026-03-312026-05-13

SON SONOCO PRODS CO20.2K shares-4.37%2026-03-312026-05-13

NXT NEXTPOWER INC8.9K shares-0.75%2026-03-312026-05-13

SBUX STARBUCKS CORP12.0K shares-2.39%2026-03-312026-05-13

NKE NIKE INC20.2K shares-1.85%2026-03-312026-05-13

UGI UGI CORP NEW29.1K shares-4.39%2026-03-312026-05-13

URI UNITED RENTALS INC1.4K shares-16.54%2026-03-312026-05-13

NI NISOURCE INC22.5K shares-2.13%2026-03-312026-05-13

Sponsored

KLAC KLA CORP702 shares20.41%2026-03-312026-05-13

VEU VANGUARD INTL EQUITY INDEX F13.6K shares-15.40%2026-03-312026-05-13

RRX REGAL REXNORD CORPORATION5.4K shares-2.35%2026-03-312026-05-13

FLR FLUOR CORP21.5K sharesnew addition2026-03-312026-05-13

EHC ENCOMPASS HEALTH CORP10.4K shares-5.34%2026-03-312026-05-13

TXN TEXAS INSTRS INC5.1K shares11.25%2026-03-312026-05-13

SWX SOUTHWEST GAS HLDGS INC11.1K shares1.66%2026-03-312026-05-13

ATI ATI INC6.6K shares-1.35%2026-03-312026-05-13

Sponsored

LBRT LIBERTY ENERGY INC33.4K shares5.36%2026-03-312026-05-13

SHC SOTERA HEALTH CO66.5K shares0.35%2026-03-312026-05-13

ESE ESCO TECHNOLOGIES INC3.4K shares-0.65%2026-03-312026-05-13

THG HANOVER INS GROUP INC5.5K shares0.72%2026-03-312026-05-13

PEGA PEGASYSTEMS INC22.0K sharesnew addition2026-03-312026-05-13

OLN OLIN CORP31.2K shares1.99%2026-03-312026-05-13

TD TORONTO DOMINION BK ONT9.9K shares-0.04%2026-03-312026-05-13

OGE OGE ENERGY CORP19.0K shares2.69%2026-03-312026-05-13

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD13.3K shares0.00%2026-03-312026-05-13

TDS TELEPHONE & DATA SYS INC21.3K shares0.18%2026-03-312026-05-13

WMB WILLIAMS COS INC12.3K shares-8.61%2026-03-312026-05-13

CBT CABOT CORP11.8K shares-1.88%2026-03-312026-05-13

BJ BJS WHSL CLUB HLDGS INC9.0K shares-36.15%2026-03-312026-05-13

NVS NOVARTIS AG5.8K shares7.72%2026-03-312026-05-13

HRB BLOCK H & R INC27.8K shares1.41%2026-03-312026-05-13

AROC ARCHROCK INC25.1K shares-6.87%2026-03-312026-05-13

Sponsored

TT TRANE TECHNOLOGIES PLC2.1K shares6.50%2026-03-312026-05-13

MIDD MIDDLEBY CORP6.6K shares0.51%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR28.3K shares105.08%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR14.1K shares-1.57%2026-03-312026-05-13

LUMN LUMEN TECHNOLOGIES INC124.3K shares-0.32%2026-03-312026-05-13

CRGY CRESCENT ENERGY COMPANY63.8K shares-2.28%2026-03-312026-05-13

PTCT PTC THERAPEUTICS INC12.6K sharesnew addition2026-03-312026-05-13

SFM SPROUTS FMRS MKT INC11.0K shares2.62%2026-03-312026-05-13

Sponsored

DGII DIGI INTL INC17.5K shares-15.34%2026-03-312026-05-13

PH PARKER-HANNIFIN CORP933 shares4.71%2026-03-312026-05-13

AL AIR LEASE CORP CL A12.9K shares-5.95%2026-03-312026-05-13

PHIN PHINIA INC12.2K shares-1.54%2026-03-312026-05-13

IDCC INTERDIGITAL INC2.7K shares-7.11%2026-03-312026-05-13

UCB UNITED CMNTY BKS BLAIRSVLE G26.1K shares0.00%2026-03-312026-05-13

SYY SYSCO CORP11.5K shares2.49%2026-03-312026-05-13

UMBF UMB FINL CORP7.3K shares1.75%2026-03-312026-05-13

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC8.3K shares3.56%2026-03-312026-05-13

CC CHEMOURS CO36.8K sharesnew addition2026-03-312026-05-13

EGP EASTGROUP PPTYS INC4.3K shares0.63%2026-03-312026-05-13

ESAB ESAB CORPORATION8.3K shares-0.73%2026-03-312026-05-13

EMLC VANECK ETF TRUST31.8K shares0.92%2026-03-312026-05-13

EMN EASTMAN CHEM CO10.4K shares-95.36%2026-03-312026-05-13

PARR PAR PAC HOLDINGS INC12.5K shares-32.55%2026-03-312026-05-13

AAL AMERICAN AIRLINES GROUP INC72.6K shares-14.87%2026-03-312026-05-13

Sponsored

HEFA ISHARES TR18.4K shares-2.69%2026-03-312026-05-13

G GENPACT LIMITED20.9K shares2.47%2026-03-312026-05-13

BR BROADRIDGE FINL SOLUTIONS IN4.8K shares-17.09%2026-03-312026-05-13

CHRD CHORD ENERGY CORPORATION5.4K shares0.93%2026-03-312026-05-13

SANM SANMINA CORP6.0K shares-13.00%2026-03-312026-05-13

GEF GREIF INC11.5K shares-0.23%2026-03-312026-05-13

AMP AMERIPRISE FINL INC1.7K shares-1.87%2026-03-312026-05-13

APPF APPFOLIO INC4.8K shares-5.46%2026-03-312026-05-13

Sponsored

AME AMETEK INC3.5K shares-3.75%2026-03-312026-05-13

IYF ISHARES TR6.4K shares0.00%2026-03-312026-05-13

CELH CELSIUS HLDGS INC21.3K shares-4.83%2026-03-312026-05-13

LSTR LANDSTAR SYS INC4.7K shares1.46%2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR5.1K shares-3.11%2026-03-312026-05-13

EEM ISHARES TR12.9K shares-7.06%2026-03-312026-05-13

NTRS NORTHERN TR CORP5.2K shares0.10%2026-03-312026-05-13

WSO WATSCO INC2.0K shares-23.02%2026-03-312026-05-13

Sponsored

IEUR ISHARES TR10.2K shares0.00%2026-03-312026-05-13

PIPER SANDLER COMPANIES PIPER SANDLER COMPANIES9.4K sharesnew addition2026-03-312026-05-13

IRDM IRIDIUM COMMUNICATIONS INC25.7K sharesnew addition2026-03-312026-05-13

ETR ENTERGY CORP NEW6.3K shares-8.29%2026-03-312026-05-13

VIPER ENERGY INC VIPER ENERGY INC15.1K sharesnew addition2026-03-312026-05-13

NWN NORTHWEST NAT HLDG CO13.2K shares-7.18%2026-03-312026-05-13

REXR REXFORD INDL RLTY INC21.5K shares0.83%2026-03-312026-05-13

PII POLARIS INC12.8K shares-7.30%2026-03-312026-05-13

Sponsored

XLF SELECT SECTOR SPDR TR14.0K shares-1.24%2026-03-312026-05-13

PGR PROGRESSIVE CORP3.5K shares-3.28%2026-03-312026-05-13

PBI PITNEY BOWES INC61.9K shares-7.52%2026-03-312026-05-13

SKYW SKYWEST INC7.4K shares-6.16%2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC5.2K shares-89.94%2026-03-312026-05-13

FITB FIFTH THIRD BANCORP14.7K shares-1.15%2026-03-312026-05-13

EOG EOG RES INC4.7K shares-12.59%2026-03-312026-05-13

FCX FREEPORT MCMORAN INC11.3K shares-5.02%2026-03-312026-05-13

Sponsored

CTVA CORTEVA INC7.9K shares-1.06%2026-03-312026-05-13

GNTX GENTEX CORP30.3K shares1.63%2026-03-312026-05-13

BDX BECTON DICKINSON & CO4.2K shares0.10%2026-03-312026-05-13

FTDR FRONTDOOR INC12.4K shares-0.16%2026-03-312026-05-13

XLC SELECT SECTOR SPDR TR5.9K shares6.07%2026-03-312026-05-13

EA ELECTRONIC ARTS INC3.2K shares-4.37%2026-03-312026-05-13

XLY SELECT SECTOR SPDR TR5.9K shares-13.46%2026-03-312026-05-13

SLGN SILGAN HLDGS INC16.7K shares49.28%2026-03-312026-05-13

Sponsored

PFFD GLOBAL X FDS34.9K shares4.20%2026-03-312026-05-13

ADBE ADOBE INC2.6K shares11.00%2026-03-312026-05-13

RS RELIANCE INC2.1K shares2.06%2026-03-312026-05-13

MTN VAIL RESORTS INC4.9K sharesnew addition2026-03-312026-05-13

SAIC SCIENCE APPLICATIONS INTL CO6.6K shares3.42%2026-03-312026-05-13

ECL ECOLAB INC2.3K shares-0.47%2026-03-312026-05-13

BOOT BOOT BARN HLDGS INC4.2K shares-3.01%2026-03-312026-05-13

GRBK GREEN BRICK PARTNERS INC9.4K shares-5.47%2026-03-312026-05-13

Sponsored

BMO BANK MONTREAL MEDIUM4.5K shares0.00%2026-03-312026-05-13

KALU KAISER ALUMINIUM CORPORATION5.0K shares-3.99%2026-03-312026-05-13

XYLD GLOBAL X FDS15.4K shares40.02%2026-03-312026-05-13

FV FIRST TR EXCHANGE TRADED FD10.0K shares-6.89%2026-03-312026-05-13

YUMC YUM CHINA HLDGS INC12.3K shares7.47%2026-03-312026-05-13

TRN TRINITY INDS INC18.6K shares-2.34%2026-03-312026-05-13

CTRE CARETRUST REIT INC16.3K shares-7.42%2026-03-312026-05-13

MNST MONSTER BEVERAGE CORP NEW8.3K shares7.30%2026-03-312026-05-13

Sponsored

CAH CARDINAL HEALTH INC2.8K shares0.11%2026-03-312026-05-13

HCA HCA HEALTHCARE INC1.3K shares-1.02%2026-03-312026-05-13

PRA PROASSURANCE CORP24.1K shares0.63%2026-03-312026-05-13

GFF GRIFFON CORP8.1K shares-2.39%2026-03-312026-05-13

HALO HALOZYME THERAPEUTICS INC9.1K shares1.96%2026-03-312026-05-13

KTOS KRATOS DEFENSE & SEC SOLUTIO8.3K sharesnew addition2026-03-312026-05-13

DGX QUEST DIAGNOSTICS INC3.0K shares-19.66%2026-03-312026-05-13

CALM CAL MAINE FOODS INC7.4K shares-8.54%2026-03-312026-05-13

Sponsored

AAMI ACADIAN ASSET MANAGEMENT INC10.7K shares-4.15%2026-03-312026-05-13

POR PORTLAND GEN ELEC CO11.0K shares2.02%2026-03-312026-05-13

LOGI LOGITECH INTL S A6.3K shares0.52%2026-03-312026-05-13

TLT ISHARES TR6.5K shares8.84%2026-03-312026-05-13

MTRN MATERION CORP3.9K shares-2.78%2026-03-312026-05-13

BMI BADGER METER INC3.7K shares1.28%2026-03-312026-05-13

IYH ISHARES TR9.2K shares0.00%2026-03-312026-05-13

DOCU DOCUSIGN INC11.7K shares2.08%2026-03-312026-05-13

Sponsored

PSTG EVERPURE INC9.3K shares10.16%2026-03-312026-05-13

KMB KIMBERLY-CLARK CORP5.7K shares2.85%2026-03-312026-05-13

WTRG ESSENTIAL UTILS INC13.5K shares1.95%2026-03-312026-05-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.4K shares6.19%2026-03-312026-05-13

DNOW DNOW INC45.6K shares-2.99%2026-03-312026-05-13

OC OWENS CORNING NEW5.0K shares0.06%2026-03-312026-05-13

XPEL XPEL INC12.2K shares-1.49%2026-03-312026-05-13

VSS VANGUARD INTL EQUITY INDEX F3.7K shares-38.70%2026-03-312026-05-13

Sponsored

CARR CARRIER GLOBAL CORPORATION9.4K shares-0.53%2026-03-312026-05-13

FNB F N B CORP31.6K shares-36.62%2026-03-312026-05-13

CASH PATHWARD FINANCIAL INC5.9K shares-10.24%2026-03-312026-05-13

CURB CURBLINE PPTYS CORP20.2K shares19.99%2026-03-312026-05-13

NVO NOVO-NORDISK A S14.2K shares-1.87%2026-03-312026-05-13

CPRX CATALYST PHARMACEUTICALS INC20.9K shares-0.80%2026-03-312026-05-13

MDLZ MONDELEZ INTL INC8.9K shares-19.36%2026-03-312026-05-13

WELL WELLTOWER INC2.6K shares2.98%2026-03-312026-05-13

Sponsored

CPF CENTRAL PAC FINL CORP15.7K shares-8.82%2026-03-312026-05-13

FBK FB FINL CORP9.7K shares0.00%2026-03-312026-05-13

VTOL BRISTOW GROUP INC10.7K shares-5.34%2026-03-312026-05-13

PTEN PATTERSON-UTI ENERGY INC46.0K shares-1.68%2026-03-312026-05-13

MTH MERITAGE HOMES CORP8.0K shares-3.93%2026-03-312026-05-13

HRMY HARMONY BIOSCIENCES HLDGS IN17.5K shares-7.44%2026-03-312026-05-13

CHD CHURCH & DWIGHT CO INC5.3K shares4.14%2026-03-312026-05-13

AESI ATLAS ENERGY SOLUTIONS INC37.2K shares69.86%2026-03-312026-05-13

Sponsored

VRTX VERTEX PHARMACEUTICALS INC1.1K shares20.00%2026-03-312026-05-13

CWEN CLEARWAY ENERGY INC12.4K shares0.62%2026-03-312026-05-13

BRC BRADY CORP6.0K shares2.29%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.4K shares-12.00%2026-03-312026-05-13

CUBI CUSTOMERS BANCORP INC6.9K shares-1.13%2026-03-312026-05-13

HMN HORACE MANN EDUCATORS CORP N11.2K shares-0.03%2026-03-312026-05-13

WSM WILLIAMS SONOMA INC2.6K shares0.35%2026-03-312026-05-13

APAM ARTISAN PARTNERS ASSET MGMT13.0K shares-6.99%2026-03-312026-05-13

Sponsored

MGC VANGUARD WORLD FD2.0K shares-3.54%2026-03-312026-05-13

HTO H2O AMERICA8.0K shares29.12%2026-03-312026-05-13

TALO TALOS ENERGY INC29.7K shares-0.27%2026-03-312026-05-13

HIMS HIMS & HERS HEALTH INC22.5K shares135.44%2026-03-312026-05-13

TGTX TG THERAPEUTICS INC14.0K shares-3.00%2026-03-312026-05-13

XRAY DENTSPLY SIRONA INC39.8K shares1.87%2026-03-312026-05-13

UNF UNIFIRST CORP MASS1.8K shares1.90%2026-03-312026-05-13

BHE BENCHMARK ELECTRS INC8.0K shares-0.40%2026-03-312026-05-13

Sponsored

CNS COHEN & STEERS INC7.1K shares0.99%2026-03-312026-05-13

NPO ENPRO INC1.8K shares2.01%2026-03-312026-05-13

FWRD FORWARD AIR CORP26.7K shares1.06%2026-03-312026-05-13

THO THOR INDS INC5.6K shares-39.04%2026-03-312026-05-13

VRT VERTIV HOLDINGS CO1.8K shares-29.30%2026-03-312026-05-13

CORT CORCEPT THERAPEUTICS INC10.8K shares-6.00%2026-03-312026-05-13

VTV VANGUARD INDEX FDS2.2K shares-1.55%2026-03-312026-05-13

BCO BRINKS CO4.2K shares2.12%2026-03-312026-05-13

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC2.2K sharesnew addition2026-03-312026-05-13

MSI MOTOROLA SOLUTIONS INC985 shares83.43%2026-03-312026-05-13

PWR QUANTA SVCS INC771 shares-0.52%2026-03-312026-05-13

TBBK BANCORP INC DEL7.9K shares-8.37%2026-03-312026-05-13

VOE VANGUARD INDEX FDS2.3K shares6.82%2026-03-312026-05-13

ARCB ARCBEST CORP4.2K shares-0.45%2026-03-312026-05-13

VLUE ISHARES TR2.9K shares-11.77%2026-03-312026-05-13

SUB ISHARES TR3.9K shares95.84%2026-03-312026-05-13

Sponsored

PFS PROVIDENT FINL SVCS INC19.4K shares-8.51%2026-03-312026-05-13

TOWN TOWNEBANK PORTSMOUTH VA12.1K sharesnew addition2026-03-312026-05-13

ASTH ASTRANA HEALTH INC16.6K shares48.26%2026-03-312026-05-13

INFY INFOSYS LTD30.1K shares0.00%2026-03-312026-05-13

CBRE CBRE GROUP INC3.0K shares-2.18%2026-03-312026-05-13

SCHB SCHWAB STRATEGIC TR16.1K sharesnew addition2026-03-312026-05-13

CASY CASEYS GEN STORES INC556 shares6.92%2026-03-312026-05-13

RYN RAYONIER INC19.6K sharesnew addition2026-03-312026-05-13

Sponsored

AWR AMER STATES WTR CO5.3K shares0.04%2026-03-312026-05-13

ADMA ADMA BIOLOGICS INC44.5K shares-8.82%2026-03-312026-05-13

ELF E L F BEAUTY INC6.6K shares3.55%2026-03-312026-05-13

BIO BIO RAD LABS INC1.4K sharesnew addition2026-03-312026-05-13

XYL XYLEM INC3.3K shares0.33%2026-03-312026-05-13

TYL TYLER TECHNOLOGIES INC1.2K shares-6.60%2026-03-312026-05-13

FCF FIRST COMWLTH FINL CORP PA22.6K shares-7.28%2026-03-312026-05-13

IIPR INNOVATIVE INDL PPTYS INC7.9K shares37.76%2026-03-312026-05-13

Sponsored

DOV DOVER CORP1.9K shares0.85%2026-03-312026-05-13

DIOD DIODES INC5.8K shares-4.13%2026-03-312026-05-13

CMG CHIPOTLE MEXICAN GRILL INC12.3K shares-90.93%2026-03-312026-05-13

FIX COMFORT SYS USA INC285 shares0.35%2026-03-312026-05-13

DBJP DBX ETF TR3.9K shares0.00%2026-03-312026-05-13

NTRA NATERA INC2.0K shares-6.85%2026-03-312026-05-13

ORLY OREILLY AUTOMOTIVE INC4.2K shares19.33%2026-03-312026-05-13

XLU SELECT SECTOR SPDR TR8.5K shares-23.27%2026-03-312026-05-13

Sponsored

UTL UNITIL CORP7.4K shares-4.86%2026-03-312026-05-13

IYC ISHARES TR4.0K shares0.00%2026-03-312026-05-13

FUL FULLER H B CO6.2K shares2.04%2026-03-312026-05-13

MAS MASCO CORP6.3K shares-22.76%2026-03-312026-05-13

IWX

ISHARES TR

-0.93%

Shares5.9M

Event2026-03-31

Filed2026-05-13

IWS

ISHARES TR

-2.42%

Shares2.7M

Event2026-03-31

Filed2026-05-13

IWP

ISHARES TR

-12.12%

Shares1.5M

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

170.94%

Shares1.9M

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

6.64%

Shares2.0M

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-0.64%

Shares642.2K

Event2026-03-31

Filed2026-05-13

FIRST CTZNS BANCSHARES INC D

-2.32%

Shares76.6K

Event2026-03-31

Filed2026-05-13

IWY

ISHARES TR

-0.60%

Shares4.5M

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

2.50%

Shares702.7K

Event2026-03-31

Filed2026-05-13

DFIS

DIMENSIONAL ETF TRUST

-7.75%

Shares3.2M

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

-0.93%

Shares160.5K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

1.09%

Shares256.6K

Event2026-03-31

Filed2026-05-13

TLH

ISHARES TR

12382.62%

Shares942.3K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

1.71%

Shares303.9K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

1.53%

Shares186.1K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

-1.62%

Shares149.0K

Event2026-03-31

Filed2026-05-13

AVUV

AMERICAN CENTY ETF TR

-9.40%

Shares410.5K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

2.38%

Shares152.3K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

-2.83%

Shares593.6K

Event2026-03-31

Filed2026-05-13