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The Analysis of FOUNDATIONS INVESTMENT ADVISORS, LLC's Holdings & P&L

Currently, FOUNDATIONS INVESTMENT ADVISORS, LLC holds 1153 types of securities in its portfolio with a total value $8.1B. In the most recent quarter, they have increased their positions in CORO (+3.2M shares, valued at $101.4M), IVV (+147.4K shares, valued at $96.3M), IDEF (+1.8M shares, valued at $58.0M); decreased their positions in OEF (-364.5K shares, valued at $115.9M), ITA (-162.8K shares, valued at $35.6M), IEMG (-489.5K shares, valued at $34.1M); initiated new positions in CORO (+3.2M shares, valued at $101.4M), IDEF (+1.8M shares, valued at $58.0M), XMVM (+282.2K shares, valued at $18.4M).

1M P&L

+303.5M+4.12%

3M P&L

+79.5M+1.05%

HY P&L

+369.1M+5.05%

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/A5.2B

72.5%

2Software - Infrastructure199.3M

2.8%

3Capital Markets181.9M

2.5%

Top Industries by Stock Count

1N/A593 stocks

57.2%

2Asset Management23 stocks

2.2%

3Utilities - Regulated Electric19 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVW ISHARES TR2.3M shares12.04%2026-03-312026-05-11

IVE ISHARES TR1.1M shares10.98%2026-03-312026-05-11

IUSB ISHARES TR3.8M shares12.32%2026-03-312026-05-11

DYNF BLACKROCK ETF TRUST2.7M shares-16.71%2026-03-312026-05-11

IVV ISHARES TR228.6K shares181.55%2026-03-312026-05-11

NVDA NVIDIA CORPORATION842.0K shares9.21%2026-03-312026-05-11

EFV ISHARES TR2.0M shares8.54%2026-03-312026-05-11

XLC SELECT SECTOR SPDR TR1.3M shares7.65%2026-03-312026-05-11

Sponsored

SOXX ISHARES TR416.2K shares2.48%2026-03-312026-05-11

AEMS TWO RDS SHARED TR12.5M shares8.04%2026-03-312026-05-11

QUAL ISHARES TR597.7K shares11.50%2026-03-312026-05-11

IEMG ISHARES INC1.6M shares-22.96%2026-03-312026-05-11

AAPL APPLE INC441.5K shares5.54%2026-03-312026-05-11

MTUM ISHARES TR440.4K shares9.98%2026-03-312026-05-11

CORO BLACKROCK ETF TRUST3.2M sharesnew addition2026-03-312026-05-11

CIEN CIENA CORP256.5K shares-0.69%2026-03-312026-05-11

Sponsored

BIL SPDR SERIES TRUST1.1M shares18.75%2026-03-312026-05-11

AESR TWO RDS SHARED TR5.4M shares15.06%2026-03-312026-05-11

MSFT MICROSOFT CORP240.3K shares17.01%2026-03-312026-05-11

GLD SPDR GOLD TR200.4K shares-22.78%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T124.0K shares-18.79%2026-03-312026-05-11

BAI BLACKROCK ETF TRUST2.4M shares13.02%2026-03-312026-05-11

ALPHABET INC ALPHABET INC266.9K shares8.50%2026-03-312026-05-11

ARKW ARK ETF TR599.7K shares11.56%2026-03-312026-05-11

Sponsored

CITIGROUP INC CITIGROUP INC617.6K shares9.79%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR119.3K shares-18.91%2026-03-312026-05-11

THRO BLACKROCK ETF TRUST1.9M shares11.94%2026-03-312026-05-11

VRT VERTIV HOLDINGS CO266.0K shares6.25%2026-03-312026-05-11

TDSC EXCHANGE LISTED FDS TR2.5M shares-10.26%2026-03-312026-05-11

AMZN AMAZON COM INC299.6K shares9.13%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO210.7K shares9.45%2026-03-312026-05-11

IHE ISHARES TR689.3K shares7.26%2026-03-312026-05-11

Sponsored

DFAC DIMENSIONAL ETF TRUST1.5M shares-4.01%2026-03-312026-05-11

IDEF BLACKROCK ETF TRUST1.8M sharesnew addition2026-03-312026-05-11

MS MORGAN STANLEY349.8K shares10.30%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC66.9K shares8.75%2026-03-312026-05-11

ISHARES GOLD TR ISHARES GOLD TR625.6K shares-23.55%2026-03-312026-05-11

CLSM EXCHANGE LISTED FDS TR2.4M shares-9.70%2026-03-312026-05-11

LLY ELI LILLY & CO59.3K shares7.90%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS85.0K shares5.10%2026-03-312026-05-11

Sponsored

ORCL ORACLE CORP335.3K shares25.01%2026-03-312026-05-11

ASML ASML HLDG NV36.2K shares2.71%2026-03-312026-05-11

MBB ISHARES TR500.5K shares11.36%2026-03-312026-05-11

VUG VANGUARD INDEX FDS108.6K shares-2.97%2026-03-312026-05-11

BALT INNOVATOR ETFS TRUST1.4M shares14.12%2026-03-312026-05-11

TLH ISHARES TR451.7K shares-12.87%2026-03-312026-05-11

ADFI TWO RDS SHARED TR5.3M shares12.05%2026-03-312026-05-11

HOOD ROBINHOOD MKTS INC646.0K shares28.59%2026-03-312026-05-11

Sponsored

DBND DOUBLELINE ETF TRUST967.3K shares38.01%2026-03-312026-05-11

SHV ISHARES TR394.0K shares10.50%2026-03-312026-05-11

ICF ISHARES TR700.8K shares11.88%2026-03-312026-05-11

DCOR DIMENSIONAL ETF TRUST594.0K shares14.25%2026-03-312026-05-11

META META PLATFORMS INC74.6K shares6.23%2026-03-312026-05-11

AVDE AMERICAN CENTY ETF TR489.9K shares3.79%2026-03-312026-05-11

DCRE DOUBLELINE ETF TRUST785.4K shares50.64%2026-03-312026-05-11

RPHS TWO RDS SHARED TR4.0M shares8.23%2026-03-312026-05-11

Sponsored

MSTR STRATEGY INC305.4K shares14.94%2026-03-312026-05-11

RTX RTX CORPORATION197.4K shares53.04%2026-03-312026-05-11

GOVT ISHARES TR1.6M shares328.10%2026-03-312026-05-11

IAGG ISHARES TR737.3K shares13.98%2026-03-312026-05-11

STOT SSGA ACTIVE TR740.5K shares33.03%2026-03-312026-05-11

XOM EXXON MOBIL CORP197.2K shares7.28%2026-03-312026-05-11

TDSB EXCHANGE LISTED FDS TR1.4M shares-10.47%2026-03-312026-05-11

XLI SELECT SECTOR SPDR TR199.6K shares21.02%2026-03-312026-05-11

Sponsored

VTI VANGUARD INDEX FDS100.3K shares-4.38%2026-03-312026-05-11

BABA ALIBABA GROUP HLDG LTD255.9K shares13.53%2026-03-312026-05-11

DMBS DOUBLELINE ETF TRUST637.2K shares10.53%2026-03-312026-05-11

SLV ISHARES SILVER TR460.3K shares-45.68%2026-03-312026-05-11

SO SOUTHERN CO304.2K shares18.33%2026-03-312026-05-11

LNG CHENIERE ENERGY INC100.4K shares9.48%2026-03-312026-05-11

FLRT PACER FDS TR591.8K shares-0.77%2026-03-312026-05-11

RDVY FIRST TR EXCHANGE TRADED FD399.3K shares12.41%2026-03-312026-05-11

Sponsored

MO ALTRIA GROUP INC407.7K shares3.38%2026-03-312026-05-11

V VISA INC88.5K shares4.86%2026-03-312026-05-11

VGIT VANGUARD SCOTTSDALE FDS448.0K shares21.00%2026-03-312026-05-11

IBIT ISHARES BITCOIN TRUST ETF694.0K shares27.54%2026-03-312026-05-11

DCMT DOUBLELINE ETF TRUST798.5K shares10.60%2026-03-312026-05-11

AOM ISHARES TR560.0K shares5.34%2026-03-312026-05-11

VCIT VANGUARD SCOTTSDALE FDS319.2K shares15.80%2026-03-312026-05-11

EFG ISHARES TR235.1K shares135.60%2026-03-312026-05-11

Sponsored

WMB WILLIAMS COS INC348.5K shares11.60%2026-03-312026-05-11

DXJ WISDOMTREE TR156.1K shares23.51%2026-03-312026-05-11

DFIC DIMENSIONAL ETF TRUST687.0K shares12.03%2026-03-312026-05-11

XLY SELECT SECTOR SPDR TR221.3K shares12.80%2026-03-312026-05-11

AOR ISHARES TR353.9K shares9.99%2026-03-312026-05-11

CAPE DOUBLELINE ETF TRUST732.4K shares28.05%2026-03-312026-05-11

MA MASTERCARD INCORPORATED44.7K shares10.06%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC436.7K shares13.93%2026-03-312026-05-11

Sponsored

VFMV VANGUARD WELLINGTON FD163.2K shares9.81%2026-03-312026-05-11

VALE VALE S A1.4M shares7.72%2026-03-312026-05-11

VFQY VANGUARD WELLINGTON FD144.1K shares11.04%2026-03-312026-05-11

DMX DOUBLELINE ETF TRUST426.8K shares70.76%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC128.6K shares6.63%2026-03-312026-05-11

BINC BLACKROCK ETF TRUST II406.0K shares-49.87%2026-03-312026-05-11

CRM SALESFORCE INC112.0K shares16.37%2026-03-312026-05-11

T AT&T INC685.5K shares14.91%2026-03-312026-05-11

Sponsored

VGSH VANGUARD SCOTTSDALE FDS336.7K shares11.28%2026-03-312026-05-11

VCRB VANGUARD MALVERN FDS251.3K shares15.04%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS77.7K shares13.10%2026-03-312026-05-11

BROADCOM INC BROADCOM INC60.6K shares7.49%2026-03-312026-05-11

XLE SELECT SECTOR SPDR TR300.1K shares42.82%2026-03-312026-05-11

XMVM INVESCO EXCHANGE TRADED FD T282.2K sharesnew addition2026-03-312026-05-11

DFVE DOUBLELINE ETF TRUST563.6K shares26.09%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC113.2K shares16.53%2026-03-312026-05-11

Sponsored

TSLA TESLA INC47.7K shares9.45%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL36.7K shares-1.91%2026-03-312026-05-11

AVEM AMERICAN CENTY ETF TR217.9K shares-0.04%2026-03-312026-05-11

PEG PUBLIC SVC ENTERPRISE GROUP214.4K shares17.26%2026-03-312026-05-11

BLACKSTONE INC BLACKSTONE INC148.2K shares26.67%2026-03-312026-05-11

AVUV AMERICAN CENTY ETF TR152.2K shares662.72%2026-03-312026-05-11

IHI ISHARES TR314.6K shares10.08%2026-03-312026-05-11

BUFR FIRST TR EXCHNG TRADED FD VI496.3K shares115.28%2026-03-312026-05-11

Sponsored

SCHG SCHWAB STRATEGIC TR568.4K shares17.71%2026-03-312026-05-11

BHP BHP BILLITON LIMITED225.6K shares8.82%2026-03-312026-05-11

IEF ISHARES TR171.6K shares178.31%2026-03-312026-05-11

SGOV ISHARES TR161.6K shares79.99%2026-03-312026-05-11

SRE SEMPRA166.8K shares12.77%2026-03-312026-05-11

XLU SELECT SECTOR SPDR TR353.0K shares8.68%2026-03-312026-05-11

PG PROCTER & GAMBLE CO109.8K shares9.09%2026-03-312026-05-11

COWG PACER FDS TR468.3K shares2.77%2026-03-312026-05-11

Sponsored

AOA ISHARES TR176.2K shares-2.09%2026-03-312026-05-11

VGT VANGUARD WORLD FD22.0K shares7.30%2026-03-312026-05-11

GILD GILEAD SCIENCES INC109.2K shares10.63%2026-03-312026-05-11

AMGN AMGEN INC42.6K shares0.50%2026-03-312026-05-11

EMR EMERSON ELEC CO111.9K shares15.15%2026-03-312026-05-11

MLPA GLOBAL X FDS268.3K shares5.43%2026-03-312026-05-11

DIA STATE STR SPDR DOW JONES IND31.0K shares13.04%2026-03-312026-05-11

WMT WALMART INC114.9K shares11.71%2026-03-312026-05-11

Sponsored

ISCG ISHARES TR259.7K sharesnew addition2026-03-312026-05-11

ABBV ABBVIE INC65.3K shares46.60%2026-03-312026-05-11

QQQM INVESCO EXCH TRADED FD TR II59.6K shares-11.50%2026-03-312026-05-11

MGK VANGUARD WORLD FD37.7K shares7.23%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR103.9K shares164.73%2026-03-312026-05-11

AIRR FIRST TR EXCHANGE TRADED FD122.9K shares649.00%2026-03-312026-05-11

PNOV INNOVATOR ETFS TRUST329.3K shares-5.37%2026-03-312026-05-11

VFLO VICTORY PORTFOLIOS II340.3K shares1.74%2026-03-312026-05-11

Sponsored

COST COSTCO WHOLESALE CORPORATION13.5K shares-0.81%2026-03-312026-05-11

SHY ISHARES TR162.5K shares11.43%2026-03-312026-05-11

SPDW SPDR INDEX SHS FDS286.4K shares21.03%2026-03-312026-05-11

LMUB ISHARES TR257.7K sharesnew addition2026-03-312026-05-11

KBWB INVESCO EXCH TRADED FD TR II162.2K shares7.24%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC86.9K shares12.33%2026-03-312026-05-11

FIG FIGMA INC597.2K shares27.56%2026-03-312026-05-11

AVSC AMERICAN CENTY ETF TR198.6K shares4.48%2026-03-312026-05-11

Sponsored

CVX CHEVRON CORPORATION58.9K shares8.37%2026-03-312026-05-11

EMTL SSGA ACTIVE TR284.9K shares38.58%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP56.6K shares2.24%2026-03-312026-05-11

LMBS FIRST TR EXCHANGE-TRADED FD238.6K shares-2.27%2026-03-312026-05-11

URA GLOBAL X FDS243.0K shares182.89%2026-03-312026-05-11

SDVY FIRST TR EXCHANGE TRADED FD293.9K shares9.38%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MANUFAC34.2K shares9.00%2026-03-312026-05-11

VLO VALERO ENERGY CORP46.6K shares7.46%2026-03-312026-05-11

Sponsored

XLF SELECT SECTOR SPDR TR231.3K shares733.21%2026-03-312026-05-11

DGRW WISDOMTREE TR121.8K shares18.86%2026-03-312026-05-11

DFAX DIMENSIONAL ETF TRUST306.3K shares0.31%2026-03-312026-05-11

DFEM DIMENSIONAL ETF TRUST298.1K shares11.94%2026-03-312026-05-11

BKLN INVESCO EXCH TRADED FD TR II504.2K shares-5.05%2026-03-312026-05-11

DTD WISDOMTREE TR119.1K shares17.84%2026-03-312026-05-11

AFIF TWO RDS SHARED TR1.1M shares8.41%2026-03-312026-05-11

JAAA JANUS DETROIT STR TR195.6K shares5.32%2026-03-312026-05-11

Sponsored

IWM ISHARES TR39.7K shares46.12%2026-03-312026-05-11

STXD EA SERIES TRUST276.0K shares1367.03%2026-03-312026-05-11

EPD ENTERPRISE PRODS PARTNERS L258.9K shares-10.86%2026-03-312026-05-11

SPYM SPDR SERIES TRUST119.0K shares-32.01%2026-03-312026-05-11

SPHY SPDR SERIES TRUST377.0K shares45.25%2026-03-312026-05-11

DGRO ISHARES TR125.2K shares2.03%2026-03-312026-05-11

EMGF ISHARES INC141.9K shares-12.01%2026-03-312026-05-11

VDE VANGUARD WORLD FD48.5K shares12.15%2026-03-312026-05-11

Sponsored

AVUS AMERICAN CENTY ETF TR75.5K shares-43.76%2026-03-312026-05-11

QBTS D-WAVE QUANTUM INC556.1K shares18.06%2026-03-312026-05-11

ALPHABET INC ALPHABET INC27.4K shares19.37%2026-03-312026-05-11

NET CLOUDFLARE INC36.9K shares15.22%2026-03-312026-05-11

ICVT ISHARES TR74.5K shares15.23%2026-03-312026-05-11

SYSB ISHARES TR84.9K shares24.53%2026-03-312026-05-11

HD HOME DEPOT INC22.4K shares-6.80%2026-03-312026-05-11

MOAT VANECK ETF TRUST75.8K shares18.11%2026-03-312026-05-11

Sponsored

OKLO OKLO INC145.5K shares53.07%2026-03-312026-05-11

GDXJ VANECK ETF TRUST58.1K shares103.40%2026-03-312026-05-11

STRV EA SERIES TRUST165.7K sharesnew addition2026-03-312026-05-11

MCD MCDONALDS CORP22.4K shares-15.39%2026-03-312026-05-11

VTV VANGUARD INDEX FDS35.4K shares3.67%2026-03-312026-05-11

DABS DOUBLELINE ETF TRUST135.5K shares32.51%2026-03-312026-05-11

SPBO SPDR SERIES TRUST235.6K shares36.36%2026-03-312026-05-11

GBTC GRAYSCALE BITCOIN TRUST ETF129.0K shares1.51%2026-03-312026-05-11

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T35.4K shares9.44%2026-03-312026-05-11

ITOT ISHARES TR47.6K shares5.20%2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS45.7K shares-6.86%2026-03-312026-05-11

SPTS SPDR SERIES TRUST228.2K shares29.47%2026-03-312026-05-11

SCHR SCHWAB STRATEGIC TR264.1K shares21.81%2026-03-312026-05-11

GLDM WORLD GOLD TR70.7K shares7.02%2026-03-312026-05-11

HCMT DIREXION SHARES ETF TRUST184.1K shares-4.26%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS100.5K shares-1.59%2026-03-312026-05-11

Sponsored

JNJ JOHNSON & JOHNSON26.2K shares4.63%2026-03-312026-05-11

VPU VANGUARD WORLD FD32.2K shares5.35%2026-03-312026-05-11

SPYV SPDR SERIES TRUST112.0K shares2.66%2026-03-312026-05-11

BILS SPDR SERIES TRUST63.2K shares414.04%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO20.7K shares4.81%2026-03-312026-05-11

XTL SPDR SERIES TRUST33.1K sharesnew addition2026-03-312026-05-11

ROCKET LAB CORP ROCKET LAB CORP97.0K shares6.38%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP10.2K shares-10.40%2026-03-312026-05-11

Sponsored

USMV ISHARES TR65.7K shares25.77%2026-03-312026-05-11

UDEC INNOVATOR ETFS TRUST156.8K shares-1.93%2026-03-312026-05-11

IREN IREN LIMITED176.6K shares16.32%2026-03-312026-05-11

ARCC ARES CAPITAL CORP335.7K shares-3.33%2026-03-312026-05-11

JEPI J P MORGAN EXCHANGE TRADED F106.7K shares24.34%2026-03-312026-05-11

SCHX SCHWAB STRATEGIC TR228.5K shares-47.27%2026-03-312026-05-11

MUB ISHARES TR54.7K shares1.19%2026-03-312026-05-11

ZALT INNOVATOR ETFS TRUST177.9K shares2.42%2026-03-312026-05-11

Sponsored

STXK EA SERIES TRUST169.6K sharesnew addition2026-03-312026-05-11

FRDM EA SERIES TRUST100.9K shares1.29%2026-03-312026-05-11

CAT CATERPILLAR INC7.7K shares-2.26%2026-03-312026-05-11

COIN COINBASE GLOBAL INC31.1K shares20.55%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC25.8K shares29.63%2026-03-312026-05-11

FBND FIDELITY MERRIMACK STR TR115.1K shares229.34%2026-03-312026-05-11

PDBA INVESCO ACTVELY MNGD ETC FD141.9K sharesnew addition2026-03-312026-05-11

HYGH ISHARES U S ETF TR59.8K shares-13.30%2026-03-312026-05-11

Sponsored

PFFA ETFIS SER TR I250.0K shares-12.01%2026-03-312026-05-11

ENB ENBRIDGE INC93.8K shares16.68%2026-03-312026-05-11

CEFS EXCHANGE LISTED FDS TR222.4K shares-13.30%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC18.5K shares-2.64%2026-03-312026-05-11

JBBB JANUS DETROIT STR TR107.5K shares-11.82%2026-03-312026-05-11

SEIX VIRTUS ETF TR II217.2K shares-12.84%2026-03-312026-05-11

KO COCA COLA CO65.5K shares26.40%2026-03-312026-05-11

REM ISHARES TR228.3K shares-13.32%2026-03-312026-05-11

Sponsored

MFIC MIDCAP FINANCIAL INVSTMNT CO433.5K shares-10.88%2026-03-312026-05-11

VLUE ISHARES TR34.0K shares35.65%2026-03-312026-05-11

FBTC FIDELITY WISE ORIGIN BITCOIN81.4K shares4.26%2026-03-312026-05-11

JQUA J P MORGAN EXCHANGE TRADED F77.5K shares94.45%2026-03-312026-05-11

VIS VANGUARD WORLD FD15.1K shares2.40%2026-03-312026-05-11

FCX FREEPORT MCMORAN INC79.7K shares152.52%2026-03-312026-05-11

DNP DNP SELECT INCOME FD INC453.7K shares-0.08%2026-03-312026-05-11

SPSB SPDR SERIES TRUST155.0K shares14.46%2026-03-312026-05-11

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FXU FIRST TR EXCHANGE-TRADED FD93.2K shares0.49%2026-03-312026-05-11

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ARDC ARES DYNAMIC CR ALLOCATION F379.6K shares-11.61%2026-03-312026-05-11

MAR MARRIOTT INTL INC NEW14.1K shares-0.15%2026-03-312026-05-11

VAW VANGUARD WORLD FD20.3K shares5.10%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC13.4K shares19.33%2026-03-312026-05-11

CRCL CIRCLE INTERNET GROUP INC47.3K shares40.67%2026-03-312026-05-11

VFH VANGUARD WORLD FD37.2K shares7.28%2026-03-312026-05-11

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HELO J P MORGAN EXCHANGE TRADED F69.8K shares28.60%2026-03-312026-05-11

BSJQ INVESCO EXCH TRD SLF IDX FD190.5K shares5.36%2026-03-312026-05-11

APP APPLOVIN CORP11.0K shares20.87%2026-03-312026-05-11

DFSD DIMENSIONAL ETF TRUST90.9K shares-7.14%2026-03-312026-05-11

SPYG SPDR SERIES TRUST44.3K shares10.77%2026-03-312026-05-11

PEP PEPSICO INC27.9K shares-17.76%2026-03-312026-05-11

XLV SELECT SECTOR SPDR TR29.4K shares-23.24%2026-03-312026-05-11

FTSM FIRST TR EXCHANGE-TRADED FD70.4K shares199.39%2026-03-312026-05-11

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URNM SPROTT FDS TR66.4K shares191.81%2026-03-312026-05-11

IJR ISHARES TR33.5K shares-22.52%2026-03-312026-05-11

SCIO FIRST TR EXCHANGE-TRADED FD201.6K shares1.04%2026-03-312026-05-11

SCHF SCHWAB STRATEGIC TR167.6K shares9.29%2026-03-312026-05-11

EFA ISHARES TR42.5K shares-12.32%2026-03-312026-05-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW30.6K shares18.96%2026-03-312026-05-11

KR KROGER CO54.6K shares-24.92%2026-03-312026-05-11

PXE INVESCO EXCHANGE TRADED FD T100.8K shares-48.54%2026-03-312026-05-11

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GE AEROSPACE GE AEROSPACE13.9K shares3.60%2026-03-312026-05-11

ABT ABBOTT LABORATORIES38.1K shares102.81%2026-03-312026-05-11

SMH VANECK ETF TRUST10.2K shares14.13%2026-03-312026-05-11

AMAT APPLIED MATLS INC11.2K shares28.65%2026-03-312026-05-11

VMBS VANGUARD SCOTTSDALE FDS81.0K shares29.91%2026-03-312026-05-11

GEV GE VERNOVA INC4.2K shares-1.40%2026-03-312026-05-11

ETFS GOLD TR ETFS GOLD TR82.6K shares882.86%2026-03-312026-05-11

UPS UNITED PARCEL SVCS INC37.4K shares31.14%2026-03-312026-05-11

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ALL ALLSTATE CORP17.8K shares-23.04%2026-03-312026-05-11

VIG VANGUARD SPECIALIZED FUNDS16.9K shares-19.35%2026-03-312026-05-11

LOW LOWES COS INC15.4K shares-23.48%2026-03-312026-05-11

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares25.00%2026-03-312026-05-11

PCMM BONDBLOXX ETF TRUST72.9K shares159.31%2026-03-312026-05-11

BND VANGUARD BD INDEX FDS48.1K shares40.93%2026-03-312026-05-11

GUNR FLEXSHARES TR64.1K shares-2.17%2026-03-312026-05-11

NFLX NETFLIX INC.36.7K shares-10.62%2026-03-312026-05-11

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AAAU GOLDMAN SACHS PHYSICAL GOLD76.0K shares-36.24%2026-03-312026-05-11

CMI CUMMINS INC6.4K shares-22.50%2026-03-312026-05-11

EWJ ISHARES INC40.3K shares-62.21%2026-03-312026-05-11

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SHYG ISHARES TR80.3K shares36.62%2026-03-312026-05-11

SCHD SCHWAB STRATEGIC TR110.1K shares2.22%2026-03-312026-05-11

SPEM SPDR INDEX SHS FDS71.9K shares17.10%2026-03-312026-05-11

KNG FIRST TR EXCHANGE-TRADED FD69.0K shares126.39%2026-03-312026-05-11

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BAC BANK AMERICA CORP68.3K shares24.15%2026-03-312026-05-11

IYW ISHARES TR18.3K shares-18.29%2026-03-312026-05-11

DELL DELL TECHNOLOGIES INC20.2K shares392.37%2026-03-312026-05-11

MARA MARA HOLDINGS INC403.7K shares270.74%2026-03-312026-05-11

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WEC ENERGY GROUP INC WEC ENERGY GROUP INC28.3K shares-27.32%2026-03-312026-05-11

CELESTICA INC CELESTICA INC11.6K shares9.79%2026-03-312026-05-11

CRWV COREWEAVE INC41.8K shares11.17%2026-03-312026-05-11

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BA BOEING CO16.1K shares5.55%2026-03-312026-05-11

OEF ISHARES TR10.0K shares-97.32%2026-03-312026-05-11

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IBND SPDR SERIES TRUST101.1K shares1070.67%2026-03-312026-05-11

TIPX SPDR SERIES TRUST163.0K shares34.79%2026-03-312026-05-11

CHDN CHURCHILL DOWNS INC33.9K shares1.27%2026-03-312026-05-11

DFUS DIMENSIONAL ETF TRUST42.8K shares-0.31%2026-03-312026-05-11

BBBI BONDBLOXX ETF TRUST58.6K sharesnew addition2026-03-312026-05-11

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CSWC CAPITAL SOUTHWEST CORP135.5K shares4.32%2026-03-312026-05-11

XMAR FIRST TR EXCHNG TRADED FD VI73.5K shares-3.55%2026-03-312026-05-11

DGCB DIMENSIONAL ETF TRUST54.9K shares43.47%2026-03-312026-05-11

JPST J P MORGAN EXCHANGE TRADED F57.4K shares108.06%2026-03-312026-05-11

PSX PHILLIPS 6615.9K shares3.69%2026-03-312026-05-11

UJUL INNOVATOR ETFS TRUST75.7K shares1.53%2026-03-312026-05-11

BSJR INVESCO EXCH TRD SLF IDX FD128.9K shares103.78%2026-03-312026-05-11

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SFLR INNOVATOR ETFS TRUST80.3K shares6.61%2026-03-312026-05-11

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HON HONEYWELL INTL INC12.3K shares3.26%2026-03-312026-05-11

ETHU VOLATILITY SHS TR123.0K shares248.94%2026-03-312026-05-11

NORW GLOBAL X FDS69.9K sharesnew addition2026-03-312026-05-11

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FLRN SPDR SERIES TRUST86.1K shares36.41%2026-03-312026-05-11

IEFA ISHARES TR29.2K shares14.25%2026-03-312026-05-11

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BUYW NORTHERN LTS FD TR IV187.6K shares-22.20%2026-03-312026-05-11

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QQQI NEOS ETF TRUST51.2K shares46.91%2026-03-312026-05-11

DFCF DIMENSIONAL ETF TRUST60.1K shares19.03%2026-03-312026-05-11

VB VANGUARD INDEX FDS9.5K shares-7.91%2026-03-312026-05-11

DFGX DIMENSIONAL ETF TRUST47.5K shares30.89%2026-03-312026-05-11

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TJX TJX COS INC NEW15.5K shares-26.77%2026-03-312026-05-11

ALPS ETF TR ALPS ETF TR46.7K sharesnew addition2026-03-312026-05-11

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CCJ CAMECO CORP22.6K shares313.19%2026-03-312026-05-11

CORN TEUCRIUM COMMODITY TR132.9K sharesnew addition2026-03-312026-05-11

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MERCK & CO INC MERCK & CO INC20.3K shares16.40%2026-03-312026-05-11

SCCO SOUTHERN COPPER CORP14.1K sharesnew addition2026-03-312026-05-11

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NLR VANECK ETF TRUST18.2K shares18.60%2026-03-312026-05-11

CSCO CISCO SYS INC31.2K shares8.86%2026-03-312026-05-11

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PJUL INNOVATOR ETFS TRUST52.0K shares-6.86%2026-03-312026-05-11

TPYP TORTOISE CAPITAL SERIES TRUS56.3K sharesnew addition2026-03-312026-05-11

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EQRR PROSHARES TR33.7K sharesnew addition2026-03-312026-05-11

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OKE ONEOK INC NEW25.7K shares9.16%2026-03-312026-05-11

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FJUN FIRST TR EXCHNG TRADED FD VI40.9K shares-0.06%2026-03-312026-05-11

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ADBE ADOBE INC9.4K shares146.74%2026-03-312026-05-11

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DRAFTKINGS INC NEW DRAFTKINGS INC NEW103.2K shares13.46%2026-03-312026-05-11

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AGG ISHARES TR21.5K shares1.02%2026-03-312026-05-11

UJAN INNOVATOR ETFS TRUST50.1K shares10.34%2026-03-312026-05-11

TROW PRICE T ROWE GROUP INC23.6K shares-22.92%2026-03-312026-05-11

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CVS CVS HEALTH CORP29.3K shares-26.89%2026-03-312026-05-11

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SPIP SPDR SERIES TRUST80.5K shares36.89%2026-03-312026-05-11

IWB ISHARES TR5.9K shares7.87%2026-03-312026-05-11

IJH ISHARES TR30.8K shares2.01%2026-03-312026-05-11

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IUSV ISHARES TR20.0K shares-15.34%2026-03-312026-05-11

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MUST COLUMBIA ETF TR I99.4K shares20.48%2026-03-312026-05-11

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VWO VANGUARD INTL EQUITY INDEX F37.1K shares-2.62%2026-03-312026-05-11

XEMD BONDBLOXX ETF TRUST45.0K shares262.95%2026-03-312026-05-11

WFC WELLS FARGO & CO24.8K shares-10.23%2026-03-312026-05-11

PDEC INNOVATOR ETFS TRUST46.4K shares0.49%2026-03-312026-05-11

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TRP TC ENERGY CORP31.3K shares20.82%2026-03-312026-05-11

DIS DISNEY WALT CO20.2K shares-6.87%2026-03-312026-05-11

IWC ISHARES TR12.2K shares94.42%2026-03-312026-05-11

GIS GENERAL MILLS INC52.2K shares37.78%2026-03-312026-05-11

IGLD FIRST TR EXCHANGE-TRADED FD75.5K shares-2.45%2026-03-312026-05-11

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FDL FIRST TR EXCHANGE-TRADED FD37.8K shares131.20%2026-03-312026-05-11

SCHJ SCHWAB STRATEGIC TR77.5K shares-34.31%2026-03-312026-05-11

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SRLN SSGA ACTIVE ETF TR47.6K shares29.21%2026-03-312026-05-11

HYG ISHARES TR23.7K shares-89.06%2026-03-312026-05-11

JIVE J P MORGAN EXCHANGE TRADED F21.9K shares248.75%2026-03-312026-05-11

VOE VANGUARD INDEX FDS10.2K shares-11.74%2026-03-312026-05-11

UAPR INNOVATOR ETFS TRUST56.1K shares2.71%2026-03-312026-05-11

GJUN FIRST TR EXCHNG TRADED FD VI47.3K shares1.14%2026-03-312026-05-11

XEL XCEL ENERGY INC23.2K shares0.16%2026-03-312026-05-11

COWZ PACER FDS TR29.4K shares-1.82%2026-03-312026-05-11

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DFAU DIMENSIONAL ETF TRUST40.1K shares-0.03%2026-03-312026-05-11

FGD FIRST TR EXCHANGE-TRADED FD56.3K shares360.29%2026-03-312026-05-11

QDPL PACER FDS TR44.8K sharesnew addition2026-03-312026-05-11

CTA SIMPLIFY EXCHANGE TRADED FUN59.3K sharesnew addition2026-03-312026-05-11

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BMY BRISTOL-MYERS SQUIBB CO28.9K shares39.20%2026-03-312026-05-11

FLIA FRANKLIN TEMPLETON ETF TR86.1K shares-44.99%2026-03-312026-05-11

PFEB INNOVATOR ETFS TRUST43.5K shares45.63%2026-03-312026-05-11

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MTB M & T BK CORP8.4K shares-33.59%2026-03-312026-05-11

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IWD ISHARES TR8.0K shares41.73%2026-03-312026-05-11

AMPX AMPRIUS TECHNOLOGIES INC101.9K shares-17.92%2026-03-312026-05-11

RDVI FIRST TR EXCHANGE-TRADED FD65.9K shares138.53%2026-03-312026-05-11

LQD ISHARES TR15.2K shares-90.13%2026-03-312026-05-11

PMAR INNOVATOR ETFS TRUST37.0K shares11.24%2026-03-312026-05-11

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CAPR CAPRICOR THERAPEUTICS INC54.0K sharesnew addition2026-03-312026-05-11

GOCT FIRST TR EXCHNG TRADED FD VI42.5K shares-1.00%2026-03-312026-05-11

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COP CONOCOPHILLIPS12.4K shares-41.60%2026-03-312026-05-11

QQH NORTHERN LTS FD TR III23.3K shares-1.48%2026-03-312026-05-11

PAUG INNOVATOR ETFS TRUST38.1K shares-4.55%2026-03-312026-05-11

PWR QUANTA SVCS INC3.0K shares-5.12%2026-03-312026-05-11

UVV UNIVERSAL CORP VA MTNS BK EN30.6K shares41.23%2026-03-312026-05-11

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OHI OMEGA HEALTHCARE INVS INC36.8K shares2.52%2026-03-312026-05-11

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD96.8K shares-30.78%2026-03-312026-05-11

SPGI S&P GLOBAL INC3.8K shares-6.30%2026-03-312026-05-11

VXUS VANGUARD STAR FDS20.6K shares24.79%2026-03-312026-05-11

ADM ARCHER DANIELS MIDLAND CO21.7K shares2.54%2026-03-312026-05-11

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EATON CORP PLC EATON CORP PLC4.3K shares18.67%2026-03-312026-05-11

BTI BRITISH AMERN TOB PLC25.9K shares9.22%2026-03-312026-05-11

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BUFQ FIRST TR EXCHNG TRADED FD VI42.9K shares-22.71%2026-03-312026-05-11

SCHQ SCHWAB STRATEGIC TR47.8K shares8.92%2026-03-312026-05-11

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL3.8K shares74.82%2026-03-312026-05-11

NUE NUCOR CORP8.8K shares0.44%2026-03-312026-05-11

HSBC HSBC HLDGS PLC18.0K shares4.29%2026-03-312026-05-11

ADP AUTOMATIC DATA PROCESSING IN7.3K shares1.41%2026-03-312026-05-11

ERO ERO COPPER CORP55.2K sharesnew addition2026-03-312026-05-11

LGH NORTHERN LTS FD TR III25.7K shares-2.07%2026-03-312026-05-11

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WBS WEBSTER FINL CORP21.0K shares27.96%2026-03-312026-05-11

GRID FIRST TR EXCHANGE-TRADED FD8.8K shares128.94%2026-03-312026-05-11

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GDX VANECK ETF TRUST15.6K shares-88.97%2026-03-312026-05-11

AGQ PROSHARES TR II11.8K sharesnew addition2026-03-312026-05-11

FDD FIRST TR EXCHANGE-TRADED FD79.3K sharesnew addition2026-03-312026-05-11

SCHB SCHWAB STRATEGIC TR55.5K shares3.65%2026-03-312026-05-11

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SECT NORTHERN LTS FD TR IV22.9K shares-26.80%2026-03-312026-05-11

SCHW SCHWAB CHARLES CORP14.7K shares9.54%2026-03-312026-05-11

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SBUX STARBUCKS CORP15.3K shares4.89%2026-03-312026-05-11

IVZ INVESCO LTD55.6K shares11.62%2026-03-312026-05-11

DFAI DIMENSIONAL ETF TRUST34.4K shares-8.85%2026-03-312026-05-11

VTIP VANGUARD MALVERN FDS26.7K shares39.73%2026-03-312026-05-11

XLP SELECT SECTOR SPDR TR16.2K shares-1.31%2026-03-312026-05-11

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GFI GOLD FIELDS LTD29.1K shares52.30%2026-03-312026-05-11

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CSX CSX CORP31.8K shares6.97%2026-03-312026-05-11

IWP ISHARES TR10.2K shares1.63%2026-03-312026-05-11

VICI VICI PPTYS INC47.7K shares18.74%2026-03-312026-05-11

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PFE PFIZER INC45.7K shares19.12%2026-03-312026-05-11

NBIS NEBIUS GROUP N.V.12.4K shares0.63%2026-03-312026-05-11

STIP ISHARES TR12.2K shares39.07%2026-03-312026-05-11

WM WASTE MGMT INC DEL5.5K shares-0.25%2026-03-312026-05-11

SCHV SCHWAB STRATEGIC TR41.3K shares15.14%2026-03-312026-05-11

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BIV VANGUARD BD INDEX FDS16.3K shares8.39%2026-03-312026-05-11

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NNN NNN REIT INC29.8K shares32.99%2026-03-312026-05-11

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XLG INVESCO EXCHANGE TRADED FD T22.7K shares-10.41%2026-03-312026-05-11

BSJS INVESCO EXCH TRD SLF IDX FD56.9K shares45.86%2026-03-312026-05-11

SCHM SCHWAB STRATEGIC TR39.8K shares-5.09%2026-03-312026-05-11

MDLZ MONDELEZ INTL INC21.4K shares-13.57%2026-03-312026-05-11

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WCMI FIRST TR EXCHANGE-TRADED FD72.8K sharesnew addition2026-03-312026-05-11

BEN FRANKLIN RESOURCES INC51.5K shares10.73%2026-03-312026-05-11

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.5K shares35.20%2026-03-312026-05-11

IBHG ISHARES TR54.5K shares132.06%2026-03-312026-05-11

BSV VANGUARD BD INDEX FDS15.4K shares4.08%2026-03-312026-05-11

JCPB J P MORGAN EXCHANGE TRADED F25.5K shares223.48%2026-03-312026-05-11

SPSM SPDR SERIES TRUST24.8K shares409.87%2026-03-312026-05-11

GNOV FIRST TR EXCHNG TRADED FD VI30.7K shares2.88%2026-03-312026-05-11

Sponsored

PSEP INNOVATOR ETFS TRUST27.5K shares-1.10%2026-03-312026-05-11

NSC NORFOLK SOUTHN CORP4.1K shares8.48%2026-03-312026-05-11

SNDK SANDISK CORP1.9K shares50.16%2026-03-312026-05-11

POCT INNOVATOR ETFS TRUST27.2K shares1.60%2026-03-312026-05-11

FDEC FIRST TR EXCHNG TRADED FD VI23.6K shares-1.11%2026-03-312026-05-11

UUUU ENERGY FUELS INC64.1K shares13.45%2026-03-312026-05-11

TRV TRAVELERS COMPANIES INC4.0K shares3.60%2026-03-312026-05-11

AEP AMERICAN ELEC PWR CO INC8.7K shares-19.67%2026-03-312026-05-11

Sponsored

TAXF AMERICAN CENTY ETF TR22.8K shares21.28%2026-03-312026-05-11

PVI INVESCO EXCH TRADED FD TR II45.8K shares21.50%2026-03-312026-05-11

AA ALCOA CORP17.2K sharesnew addition2026-03-312026-05-11

IWX ISHARES TR12.3K shares5.18%2026-03-312026-05-11

STWD STARWOOD PPTY TR INC65.9K shares12.05%2026-03-312026-05-11

QYLD GLOBAL X FDS65.8K shares-13.60%2026-03-312026-05-11

BK BANK NEW YORK MELLON CORP9.5K shares10.96%2026-03-312026-05-11

INTC INTEL CORP25.4K shares11.80%2026-03-312026-05-11

Sponsored

FXED TIDAL TRUST I64.8K shares-0.20%2026-03-312026-05-11

TPIF TIMOTHY PLAN30.8K shares17.31%2026-03-312026-05-11

VOOG VANGUARD ADMIRAL FDS INC2.7K shares-1.77%2026-03-312026-05-11

SHOP SHOPIFY INC9.3K shares5.67%2026-03-312026-05-11

IVW

ISHARES TR

12.04%

Shares2.3M

Event2026-03-31

Filed2026-05-11

IVE

ISHARES TR

10.98%

Shares1.1M

Event2026-03-31

Filed2026-05-11

IUSB

ISHARES TR

12.32%

Shares3.8M

Event2026-03-31

Filed2026-05-11

DYNF

BLACKROCK ETF TRUST

-16.71%

Shares2.7M

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

181.55%

Shares228.6K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

9.21%

Shares842.0K

Event2026-03-31

Filed2026-05-11

EFV

ISHARES TR

8.54%

Shares2.0M

Event2026-03-31

Filed2026-05-11

XLC

SELECT SECTOR SPDR TR

7.65%

Shares1.3M

Event2026-03-31

Filed2026-05-11

SOXX

ISHARES TR

2.48%

Shares416.2K

Event2026-03-31

Filed2026-05-11

AEMS

TWO RDS SHARED TR

8.04%

Shares12.5M

Event2026-03-31

Filed2026-05-11

QUAL

ISHARES TR

11.50%

Shares597.7K

Event2026-03-31

Filed2026-05-11

IEMG

ISHARES INC

-22.96%

Shares1.6M

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

5.54%

Shares441.5K

Event2026-03-31

Filed2026-05-11

MTUM

ISHARES TR

9.98%

Shares440.4K

Event2026-03-31

Filed2026-05-11

CORO

BLACKROCK ETF TRUST

New

Shares3.2M

Event2026-03-31

Filed2026-05-11

CIEN

CIENA CORP

-0.69%

Shares256.5K

Event2026-03-31

Filed2026-05-11

BIL

SPDR SERIES TRUST

18.75%

Shares1.1M

Event2026-03-31

Filed2026-05-11

AESR

TWO RDS SHARED TR

15.06%

Shares5.4M

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

17.01%

Shares240.3K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

-22.78%

Shares200.4K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

-18.79%

Shares124.0K

Event2026-03-31

Filed2026-05-11

BAI

BLACKROCK ETF TRUST

13.02%

Shares2.4M

Event2026-03-31

Filed2026-05-11

ALPHABET INC

8.50%

Shares266.9K

Event2026-03-31

Filed2026-05-11

ARKW

ARK ETF TR

11.56%

Shares599.7K

Event2026-03-31

Filed2026-05-11

CITIGROUP INC

9.79%

Shares617.6K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

-18.91%

Shares119.3K

Event2026-03-31

Filed2026-05-11

THRO

BLACKROCK ETF TRUST

11.94%

Shares1.9M

Event2026-03-31

Filed2026-05-11

VRT

VERTIV HOLDINGS CO

6.25%

Shares266.0K

Event2026-03-31

Filed2026-05-11

TDSC

EXCHANGE LISTED FDS TR

-10.26%

Shares2.5M

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

9.13%

Shares299.6K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

9.45%

Shares210.7K

Event2026-03-31

Filed2026-05-11

IHE

ISHARES TR

7.26%

Shares689.3K

Event2026-03-31

Filed2026-05-11

DFAC

DIMENSIONAL ETF TRUST

-4.01%

Shares1.5M

Event2026-03-31

Filed2026-05-11

IDEF

BLACKROCK ETF TRUST

New

Shares1.8M

Event2026-03-31

Filed2026-05-11

MORGAN STANLEY

10.30%

Shares349.8K

Event2026-03-31

Filed2026-05-11

GOLDMAN SACHS GROUP INC

8.75%

Shares66.9K

Event2026-03-31

Filed2026-05-11

ISHARES GOLD TR

-23.55%

Shares625.6K

Event2026-03-31

Filed2026-05-11

CLSM

EXCHANGE LISTED FDS TR

-9.70%

Shares2.4M

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

7.90%

Shares59.3K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

5.10%

Shares85.0K

Event2026-03-31

Filed2026-05-11

ORCL

ORACLE CORP

25.01%

Shares335.3K

Event2026-03-31

Filed2026-05-11

ASML

ASML HLDG NV

2.71%

Shares36.2K

Event2026-03-31

Filed2026-05-11

MBB

ISHARES TR

11.36%

Shares500.5K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

-2.97%

Shares108.6K

Event2026-03-31

Filed2026-05-11

BALT

INNOVATOR ETFS TRUST

14.12%

Shares1.4M

Event2026-03-31

Filed2026-05-11

TLH

ISHARES TR

-12.87%

Shares451.7K

Event2026-03-31

Filed2026-05-11

ADFI

TWO RDS SHARED TR

12.05%

Shares5.3M

Event2026-03-31

Filed2026-05-11

HOOD

ROBINHOOD MKTS INC

28.59%

Shares646.0K

Event2026-03-31

Filed2026-05-11

DBND

DOUBLELINE ETF TRUST

38.01%

Shares967.3K

Event2026-03-31

Filed2026-05-11

SHV

ISHARES TR

10.50%

Shares394.0K

Event2026-03-31

Filed2026-05-11

ICF

ISHARES TR

11.88%

Shares700.8K

Event2026-03-31

Filed2026-05-11

DCOR

DIMENSIONAL ETF TRUST

14.25%

Shares594.0K

Event2026-03-31

Filed2026-05-11

META

META PLATFORMS INC

6.23%

Shares74.6K

Event2026-03-31

Filed2026-05-11

AVDE

AMERICAN CENTY ETF TR

3.79%

Shares489.9K

Event2026-03-31

Filed2026-05-11

DCRE

DOUBLELINE ETF TRUST

50.64%

Shares785.4K

Event2026-03-31

Filed2026-05-11

RPHS

TWO RDS SHARED TR

8.23%

Shares4.0M

Event2026-03-31

Filed2026-05-11

MSTR

STRATEGY INC

14.94%

Shares305.4K

Event2026-03-31

Filed2026-05-11

RTX

RTX CORPORATION

53.04%

Shares197.4K

Event2026-03-31

Filed2026-05-11

GOVT

ISHARES TR

328.10%

Shares1.6M

Event2026-03-31

Filed2026-05-11

IAGG

ISHARES TR

13.98%

Shares737.3K

Event2026-03-31

Filed2026-05-11

STOT

SSGA ACTIVE TR

33.03%

Shares740.5K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

7.28%

Shares197.2K

Event2026-03-31

Filed2026-05-11

TDSB

EXCHANGE LISTED FDS TR

-10.47%

Shares1.4M

Event2026-03-31

Filed2026-05-11

XLI

SELECT SECTOR SPDR TR

21.02%

Shares199.6K

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

-4.38%

Shares100.3K

Event2026-03-31

Filed2026-05-11

BABA

ALIBABA GROUP HLDG LTD

13.53%

Shares255.9K

Event2026-03-31

Filed2026-05-11

DMBS

DOUBLELINE ETF TRUST

10.53%

Shares637.2K

Event2026-03-31

Filed2026-05-11

SLV

ISHARES SILVER TR

-45.68%

Shares460.3K

Event2026-03-31

Filed2026-05-11

SOUTHERN CO

18.33%

Shares304.2K

Event2026-03-31

Filed2026-05-11

LNG

CHENIERE ENERGY INC

9.48%

Shares100.4K

Event2026-03-31

Filed2026-05-11

FLRT

PACER FDS TR

-0.77%

Shares591.8K

Event2026-03-31

Filed2026-05-11

RDVY

FIRST TR EXCHANGE TRADED FD

12.41%

Shares399.3K

Event2026-03-31

Filed2026-05-11

ALTRIA GROUP INC

3.38%

Shares407.7K

Event2026-03-31

Filed2026-05-11

VISA INC

4.86%

Shares88.5K

Event2026-03-31

Filed2026-05-11

VGIT

VANGUARD SCOTTSDALE FDS

21.00%

Shares448.0K

Event2026-03-31

Filed2026-05-11

IBIT

ISHARES BITCOIN TRUST ETF

27.54%

Shares694.0K

Event2026-03-31

Filed2026-05-11

DCMT

DOUBLELINE ETF TRUST

10.60%

Shares798.5K

Event2026-03-31

Filed2026-05-11

AOM

ISHARES TR

5.34%

Shares560.0K

Event2026-03-31

Filed2026-05-11

VCIT

VANGUARD SCOTTSDALE FDS

15.80%

Shares319.2K

Event2026-03-31

Filed2026-05-11

EFG

ISHARES TR

135.60%

Shares235.1K

Event2026-03-31

Filed2026-05-11

WMB

WILLIAMS COS INC

11.60%

Shares348.5K

Event2026-03-31

Filed2026-05-11

DXJ

WISDOMTREE TR

23.51%

Shares156.1K

Event2026-03-31

Filed2026-05-11

DFIC

DIMENSIONAL ETF TRUST

12.03%

Shares687.0K

Event2026-03-31

Filed2026-05-11

XLY

SELECT SECTOR SPDR TR

12.80%

Shares221.3K

Event2026-03-31

Filed2026-05-11

AOR

ISHARES TR

9.99%

Shares353.9K

Event2026-03-31

Filed2026-05-11

CAPE

DOUBLELINE ETF TRUST

28.05%

Shares732.4K

Event2026-03-31

Filed2026-05-11

MASTERCARD INCORPORATED

10.06%

Shares44.7K

Event2026-03-31

Filed2026-05-11

VERIZON COMMUNICATIONS INC

13.93%

Shares436.7K

Event2026-03-31

Filed2026-05-11

VFMV

VANGUARD WELLINGTON FD

9.81%

Shares163.2K

Event2026-03-31

Filed2026-05-11

VALE

VALE S A

7.72%

Shares1.4M

Event2026-03-31

Filed2026-05-11

VFQY

VANGUARD WELLINGTON FD

11.04%

Shares144.1K

Event2026-03-31

Filed2026-05-11

DMX

DOUBLELINE ETF TRUST

70.76%

Shares426.8K

Event2026-03-31

Filed2026-05-11

PHILIP MORRIS INTL INC

6.63%

Shares128.6K

Event2026-03-31

Filed2026-05-11

BINC

BLACKROCK ETF TRUST II

-49.87%

Shares406.0K

Event2026-03-31

Filed2026-05-11

CRM

SALESFORCE INC

16.37%

Shares112.0K

Event2026-03-31

Filed2026-05-11

AT&T INC

14.91%

Shares685.5K

Event2026-03-31

Filed2026-05-11

VGSH

VANGUARD SCOTTSDALE FDS

11.28%

Shares336.7K

Event2026-03-31

Filed2026-05-11

VCRB

VANGUARD MALVERN FDS

15.04%

Shares251.3K

Event2026-03-31

Filed2026-05-11

IBM

INTERNATIONAL BUSINESS MACHS

13.10%

Shares77.7K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

7.49%

Shares60.6K

Event2026-03-31

Filed2026-05-11

XLE

SELECT SECTOR SPDR TR

42.82%

Shares300.1K

Event2026-03-31

Filed2026-05-11

XMVM

INVESCO EXCHANGE TRADED FD T

New

Shares282.2K

Event2026-03-31

Filed2026-05-11

DFVE

DOUBLELINE ETF TRUST

26.09%

Shares563.6K

Event2026-03-31

Filed2026-05-11

PANW

PALO ALTO NETWORKS INC

16.53%

Shares113.2K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

9.45%

Shares47.7K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

-1.91%

Shares36.7K

Event2026-03-31

Filed2026-05-11

AVEM

AMERICAN CENTY ETF TR

-0.04%

Shares217.9K

Event2026-03-31

Filed2026-05-11

PEG

PUBLIC SVC ENTERPRISE GROUP

17.26%

Shares214.4K

Event2026-03-31

Filed2026-05-11

BLACKSTONE INC

26.67%

Shares148.2K

Event2026-03-31

Filed2026-05-11

AVUV

AMERICAN CENTY ETF TR

662.72%

Shares152.2K

Event2026-03-31

Filed2026-05-11

IHI

ISHARES TR

10.08%

Shares314.6K

Event2026-03-31

Filed2026-05-11

BUFR

FIRST TR EXCHNG TRADED FD VI

115.28%

Shares496.3K

Event2026-03-31

Filed2026-05-11

SCHG

SCHWAB STRATEGIC TR

17.71%

Shares568.4K

Event2026-03-31

Filed2026-05-11

BHP

BHP BILLITON LIMITED

8.82%

Shares225.6K

Event2026-03-31

Filed2026-05-11

IEF

ISHARES TR

178.31%

Shares171.6K

Event2026-03-31

Filed2026-05-11

SGOV

ISHARES TR

79.99%

Shares161.6K

Event2026-03-31

Filed2026-05-11

SRE

SEMPRA

12.77%

Shares166.8K

Event2026-03-31

Filed2026-05-11

XLU

SELECT SECTOR SPDR TR

8.68%

Shares353.0K

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE CO

9.09%

Shares109.8K

Event2026-03-31

Filed2026-05-11

COWG

PACER FDS TR

2.77%

Shares468.3K

Event2026-03-31

Filed2026-05-11

AOA

ISHARES TR

-2.09%

Shares176.2K

Event2026-03-31

Filed2026-05-11

VGT

VANGUARD WORLD FD

7.30%

Shares22.0K

Event2026-03-31

Filed2026-05-11

GILD

GILEAD SCIENCES INC

10.63%

Shares109.2K

Event2026-03-31

Filed2026-05-11

AMGN

AMGEN INC

0.50%

Shares42.6K

Event2026-03-31

Filed2026-05-11

EMR

EMERSON ELEC CO

15.15%

Shares111.9K

Event2026-03-31

Filed2026-05-11

MLPA

GLOBAL X FDS

5.43%

Shares268.3K

Event2026-03-31

Filed2026-05-11

DIA

STATE STR SPDR DOW JONES IND

13.04%

Shares31.0K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

11.71%

Shares114.9K

Event2026-03-31

Filed2026-05-11

ISCG

ISHARES TR

New

Shares259.7K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC

46.60%

Shares65.3K

Event2026-03-31

Filed2026-05-11

QQQM

INVESCO EXCH TRADED FD TR II

-11.50%

Shares59.6K

Event2026-03-31

Filed2026-05-11

MGK

VANGUARD WORLD FD

7.23%

Shares37.7K

Event2026-03-31

Filed2026-05-11

XLK

SELECT SECTOR SPDR TR

164.73%

Shares103.9K

Event2026-03-31

Filed2026-05-11

AIRR

FIRST TR EXCHANGE TRADED FD

649.00%

Shares122.9K

Event2026-03-31

Filed2026-05-11

PNOV

INNOVATOR ETFS TRUST

-5.37%

Shares329.3K

Event2026-03-31

Filed2026-05-11

VFLO

VICTORY PORTFOLIOS II

1.74%

Shares340.3K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

-0.81%

Shares13.5K

Event2026-03-31

Filed2026-05-11

SHY

ISHARES TR

11.43%

Shares162.5K

Event2026-03-31

Filed2026-05-11

SPDW

SPDR INDEX SHS FDS

21.03%

Shares286.4K

Event2026-03-31

Filed2026-05-11

LMUB

ISHARES TR

New

Shares257.7K

Event2026-03-31

Filed2026-05-11

KBWB

INVESCO EXCH TRADED FD TR II

7.24%

Shares162.2K

Event2026-03-31

Filed2026-05-11

PLTR

PALANTIR TECHNOLOGIES INC

12.33%

Shares86.9K

Event2026-03-31

Filed2026-05-11

FIG

FIGMA INC

27.56%

Shares597.2K

Event2026-03-31

Filed2026-05-11

AVSC

AMERICAN CENTY ETF TR

4.48%

Shares198.6K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION

8.37%

Shares58.9K

Event2026-03-31

Filed2026-05-11

EMTL

SSGA ACTIVE TR

38.58%

Shares284.9K

Event2026-03-31

Filed2026-05-11

LAM RESEARCH CORP

2.24%

Shares56.6K

Event2026-03-31

Filed2026-05-11

LMBS

FIRST TR EXCHANGE-TRADED FD

-2.27%

Shares238.6K

Event2026-03-31

Filed2026-05-11

URA

GLOBAL X FDS

182.89%

Shares243.0K

Event2026-03-31

Filed2026-05-11

SDVY

FIRST TR EXCHANGE TRADED FD

9.38%

Shares293.9K

Event2026-03-31

Filed2026-05-11

TSM

TAIWAN SEMICONDUCTOR MANUFAC

9.00%

Shares34.2K

Event2026-03-31

Filed2026-05-11

VLO

VALERO ENERGY CORP

7.46%

Shares46.6K

Event2026-03-31

Filed2026-05-11

XLF

SELECT SECTOR SPDR TR

733.21%

Shares231.3K

Event2026-03-31

Filed2026-05-11

DGRW

WISDOMTREE TR

18.86%

Shares121.8K

Event2026-03-31

Filed2026-05-11

DFAX

DIMENSIONAL ETF TRUST

0.31%

Shares306.3K

Event2026-03-31

Filed2026-05-11

DFEM

DIMENSIONAL ETF TRUST

11.94%

Shares298.1K

Event2026-03-31

Filed2026-05-11

BKLN

INVESCO EXCH TRADED FD TR II

-5.05%

Shares504.2K

Event2026-03-31

Filed2026-05-11

DTD

WISDOMTREE TR

17.84%

Shares119.1K

Event2026-03-31

Filed2026-05-11

AFIF

TWO RDS SHARED TR

8.41%

Shares1.1M

Event2026-03-31

Filed2026-05-11

JAAA

JANUS DETROIT STR TR

5.32%

Shares195.6K

Event2026-03-31

Filed2026-05-11

IWM

ISHARES TR

46.12%

Shares39.7K

Event2026-03-31

Filed2026-05-11

STXD

EA SERIES TRUST

1367.03%

Shares276.0K

Event2026-03-31

Filed2026-05-11

EPD

ENTERPRISE PRODS PARTNERS L

-10.86%

Shares258.9K

Event2026-03-31

Filed2026-05-11

SPYM

SPDR SERIES TRUST

-32.01%

Shares119.0K

Event2026-03-31

Filed2026-05-11

SPHY

SPDR SERIES TRUST

45.25%

Shares377.0K

Event2026-03-31

Filed2026-05-11

DGRO

ISHARES TR

2.03%

Shares125.2K

Event2026-03-31

Filed2026-05-11

EMGF

ISHARES INC

-12.01%

Shares141.9K

Event2026-03-31

Filed2026-05-11

VDE

VANGUARD WORLD FD

12.15%

Shares48.5K

Event2026-03-31

Filed2026-05-11

AVUS

AMERICAN CENTY ETF TR

-43.76%

Shares75.5K

Event2026-03-31

Filed2026-05-11

QBTS

D-WAVE QUANTUM INC

18.06%

Shares556.1K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

19.37%

Shares27.4K

Event2026-03-31

Filed2026-05-11

NET

CLOUDFLARE INC

15.22%

Shares36.9K

Event2026-03-31

Filed2026-05-11

ICVT

ISHARES TR

15.23%

Shares74.5K

Event2026-03-31

Filed2026-05-11

SYSB

ISHARES TR

24.53%

Shares84.9K

Event2026-03-31

Filed2026-05-11

HOME DEPOT INC

-6.80%

Shares22.4K

Event2026-03-31

Filed2026-05-11

MOAT

VANECK ETF TRUST

18.11%

Shares75.8K

Event2026-03-31

Filed2026-05-11

OKLO

OKLO INC

53.07%

Shares145.5K

Event2026-03-31

Filed2026-05-11

GDXJ

VANECK ETF TRUST

103.40%

Shares58.1K

Event2026-03-31

Filed2026-05-11

STRV

EA SERIES TRUST

New

Shares165.7K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

-15.39%

Shares22.4K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

3.67%

Shares35.4K

Event2026-03-31

Filed2026-05-11

DABS

DOUBLELINE ETF TRUST

32.51%

Shares135.5K

Event2026-03-31

Filed2026-05-11

SPBO

SPDR SERIES TRUST

36.36%

Shares235.6K

Event2026-03-31

Filed2026-05-11

GBTC

GRAYSCALE BITCOIN TRUST ETF

1.51%

Shares129.0K

Event2026-03-31

Filed2026-05-11

INVESCO EXCHANGE TRADED FD T

9.44%

Shares35.4K

Event2026-03-31

Filed2026-05-11

ITOT

ISHARES TR

5.20%

Shares47.6K

Event2026-03-31

Filed2026-05-11

VYM

VANGUARD WHITEHALL FDS

-6.86%

Shares45.7K

Event2026-03-31

Filed2026-05-11

SPTS

SPDR SERIES TRUST

29.47%

Shares228.2K

Event2026-03-31

Filed2026-05-11

SCHR

SCHWAB STRATEGIC TR

21.81%

Shares264.1K

Event2026-03-31

Filed2026-05-11

GLDM

WORLD GOLD TR

7.02%

Shares70.7K

Event2026-03-31

Filed2026-05-11

HCMT

DIREXION SHARES ETF TRUST

-4.26%

Shares184.1K

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

-1.59%

Shares100.5K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

4.63%

Shares26.2K

Event2026-03-31

Filed2026-05-11

VPU

VANGUARD WORLD FD

5.35%

Shares32.2K

Event2026-03-31

Filed2026-05-11

SPYV

SPDR SERIES TRUST

2.66%

Shares112.0K

Event2026-03-31

Filed2026-05-11

BILS

SPDR SERIES TRUST

414.04%

Shares63.2K

Event2026-03-31

Filed2026-05-11

AXP

AMERICAN EXPRESS CO

4.81%

Shares20.7K

Event2026-03-31

Filed2026-05-11

XTL

SPDR SERIES TRUST

New

Shares33.1K

Event2026-03-31

Filed2026-05-11

ROCKET LAB CORP

6.38%

Shares97.0K

Event2026-03-31

Filed2026-05-11

LMT

LOCKHEED MARTIN CORP

-10.40%

Shares10.2K

Event2026-03-31

Filed2026-05-11

USMV

ISHARES TR

25.77%

Shares65.7K

Event2026-03-31

Filed2026-05-11

UDEC

INNOVATOR ETFS TRUST

-1.93%

Shares156.8K

Event2026-03-31

Filed2026-05-11

IREN

IREN LIMITED

16.32%

Shares176.6K

Event2026-03-31

Filed2026-05-11

ARCC

ARES CAPITAL CORP

-3.33%

Shares335.7K

Event2026-03-31

Filed2026-05-11

JEPI

J P MORGAN EXCHANGE TRADED F

24.34%

Shares106.7K

Event2026-03-31

Filed2026-05-11

SCHX

SCHWAB STRATEGIC TR

-47.27%

Shares228.5K

Event2026-03-31

Filed2026-05-11

MUB

ISHARES TR

1.19%

Shares54.7K

Event2026-03-31

Filed2026-05-11

ZALT

INNOVATOR ETFS TRUST

2.42%

Shares177.9K

Event2026-03-31

Filed2026-05-11

STXK

EA SERIES TRUST

New

Shares169.6K

Event2026-03-31

Filed2026-05-11

FRDM

EA SERIES TRUST

1.29%

Shares100.9K

Event2026-03-31

Filed2026-05-11

CAT

CATERPILLAR INC

-2.26%

Shares7.7K

Event2026-03-31

Filed2026-05-11

COIN

COINBASE GLOBAL INC

20.55%

Shares31.1K

Event2026-03-31

Filed2026-05-11

AMD

ADVANCED MICRO DEVICES INC

29.63%

Shares25.8K

Event2026-03-31

Filed2026-05-11

FBND

FIDELITY MERRIMACK STR TR

229.34%

Shares115.1K

Event2026-03-31

Filed2026-05-11

PDBA

INVESCO ACTVELY MNGD ETC FD

New

Shares141.9K

Event2026-03-31

Filed2026-05-11

HYGH

ISHARES U S ETF TR

-13.30%

Shares59.8K

Event2026-03-31

Filed2026-05-11

PFFA

ETFIS SER TR I

-12.01%

Shares250.0K

Event2026-03-31

Filed2026-05-11

ENB

ENBRIDGE INC

16.68%

Shares93.8K

Event2026-03-31

Filed2026-05-11

CEFS

EXCHANGE LISTED FDS TR

-13.30%

Shares222.4K

Event2026-03-31

Filed2026-05-11

UNH

UNITEDHEALTH GROUP INC

-2.64%

Shares18.5K

Event2026-03-31

Filed2026-05-11

JBBB

JANUS DETROIT STR TR

-11.82%

Shares107.5K

Event2026-03-31

Filed2026-05-11

SEIX

VIRTUS ETF TR II

-12.84%

Shares217.2K

Event2026-03-31

Filed2026-05-11

COCA COLA CO

26.40%

Shares65.5K

Event2026-03-31

Filed2026-05-11

REM

ISHARES TR

-13.32%

Shares228.3K

Event2026-03-31

Filed2026-05-11

MFIC

MIDCAP FINANCIAL INVSTMNT CO

-10.88%

Shares433.5K

Event2026-03-31

Filed2026-05-11

VLUE

ISHARES TR

35.65%

Shares34.0K

Event2026-03-31

Filed2026-05-11

FBTC

FIDELITY WISE ORIGIN BITCOIN

4.26%

Shares81.4K

Event2026-03-31

Filed2026-05-11

JQUA

J P MORGAN EXCHANGE TRADED F

94.45%

Shares77.5K

Event2026-03-31

Filed2026-05-11

VIS

VANGUARD WORLD FD

2.40%

Shares15.1K

Event2026-03-31

Filed2026-05-11

FCX

FREEPORT MCMORAN INC

152.52%

Shares79.7K

Event2026-03-31

Filed2026-05-11

DNP

DNP SELECT INCOME FD INC

-0.08%

Shares453.7K

Event2026-03-31

Filed2026-05-11

SPSB

SPDR SERIES TRUST

14.46%

Shares155.0K

Event2026-03-31

Filed2026-05-11

FXU

FIRST TR EXCHANGE-TRADED FD

0.49%

Shares93.2K

Event2026-03-31

Filed2026-05-11

FTCS

FIRST TR EXCHANGE-TRADED FD

46.22%

Shares49.8K

Event2026-03-31

Filed2026-05-11

ARDC

ARES DYNAMIC CR ALLOCATION F

-11.61%

Shares379.6K

Event2026-03-31

Filed2026-05-11

MAR

MARRIOTT INTL INC NEW

-0.15%

Shares14.1K

Event2026-03-31

Filed2026-05-11

VAW

VANGUARD WORLD FD

5.10%

Shares20.3K

Event2026-03-31

Filed2026-05-11

MICRON TECHNOLOGY INC

19.33%

Shares13.4K

Event2026-03-31

Filed2026-05-11

CRCL

CIRCLE INTERNET GROUP INC

40.67%

Shares47.3K

Event2026-03-31

Filed2026-05-11

VFH

VANGUARD WORLD FD

7.28%

Shares37.2K

Event2026-03-31

Filed2026-05-11

HELO

J P MORGAN EXCHANGE TRADED F

28.60%

Shares69.8K

Event2026-03-31

Filed2026-05-11

BSJQ

INVESCO EXCH TRD SLF IDX FD

5.36%

Shares190.5K

Event2026-03-31

Filed2026-05-11

APP

APPLOVIN CORP

20.87%

Shares11.0K

Event2026-03-31

Filed2026-05-11

DFSD

DIMENSIONAL ETF TRUST

-7.14%

Shares90.9K

Event2026-03-31

Filed2026-05-11

SPYG

SPDR SERIES TRUST

10.77%

Shares44.3K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO INC

-17.76%

Shares27.9K

Event2026-03-31

Filed2026-05-11

XLV

SELECT SECTOR SPDR TR

-23.24%

Shares29.4K

Event2026-03-31

Filed2026-05-11

FTSM

FIRST TR EXCHANGE-TRADED FD

199.39%

Shares70.4K

Event2026-03-31

Filed2026-05-11

URNM

SPROTT FDS TR

191.81%

Shares66.4K

Event2026-03-31

Filed2026-05-11

IJR

ISHARES TR

-22.52%

Shares33.5K

Event2026-03-31

Filed2026-05-11

SCIO

FIRST TR EXCHANGE-TRADED FD

1.04%

Shares201.6K

Event2026-03-31

Filed2026-05-11

SCHF

SCHWAB STRATEGIC TR

9.29%

Shares167.6K

Event2026-03-31

Filed2026-05-11

EFA

ISHARES TR

-12.32%

Shares42.5K

Event2026-03-31

Filed2026-05-11

DUKE ENERGY CORP NEW

18.96%

Shares30.6K

Event2026-03-31

Filed2026-05-11

KROGER CO

-24.92%

Shares54.6K

Event2026-03-31

Filed2026-05-11

PXE

INVESCO EXCHANGE TRADED FD T

-48.54%

Shares100.8K

Event2026-03-31

Filed2026-05-11

GE AEROSPACE

3.60%

Shares13.9K

Event2026-03-31

Filed2026-05-11

ABT

ABBOTT LABORATORIES

102.81%

Shares38.1K

Event2026-03-31

Filed2026-05-11

SMH

VANECK ETF TRUST

14.13%

Shares10.2K

Event2026-03-31

Filed2026-05-11

AMAT

APPLIED MATLS INC

28.65%

Shares11.2K

Event2026-03-31

Filed2026-05-11

VMBS

VANGUARD SCOTTSDALE FDS

29.91%

Shares81.0K

Event2026-03-31

Filed2026-05-11

GEV

GE VERNOVA INC

-1.40%

Shares4.2K

Event2026-03-31

Filed2026-05-11

ETFS GOLD TR

882.86%

Shares82.6K

Event2026-03-31

Filed2026-05-11

UPS

UNITED PARCEL SVCS INC

31.14%

Shares37.4K

Event2026-03-31

Filed2026-05-11

ALL

ALLSTATE CORP

-23.04%

Shares17.8K

Event2026-03-31

Filed2026-05-11

VIG

VANGUARD SPECIALIZED FUNDS

-19.35%

Shares16.9K

Event2026-03-31

Filed2026-05-11

LOW

LOWES COS INC

-23.48%

Shares15.4K

Event2026-03-31

Filed2026-05-11

BRK.A

BERKSHIRE HATHAWAY INC DEL

25.00%

Shares5

Event2026-03-31

Filed2026-05-11

PCMM

BONDBLOXX ETF TRUST

159.31%

Shares72.9K

Event2026-03-31

Filed2026-05-11

BND

VANGUARD BD INDEX FDS

40.93%

Shares48.1K

Event2026-03-31

Filed2026-05-11

GUNR

FLEXSHARES TR

-2.17%

Shares64.1K

Event2026-03-31

Filed2026-05-11

NFLX

NETFLIX INC.

-10.62%

Shares36.7K

Event2026-03-31

Filed2026-05-11

AAAU

GOLDMAN SACHS PHYSICAL GOLD

-36.24%

Shares76.0K

Event2026-03-31

Filed2026-05-11

CMI

CUMMINS INC

-22.50%

Shares6.4K

Event2026-03-31

Filed2026-05-11

EWJ

ISHARES INC

-62.21%

Shares40.3K

Event2026-03-31

Filed2026-05-11

IWF

ISHARES TR

12.35%

Shares8.0K

Event2026-03-31

Filed2026-05-11

SHYG

ISHARES TR

36.62%

Shares80.3K

Event2026-03-31

Filed2026-05-11

SCHD

SCHWAB STRATEGIC TR

2.22%

Shares110.1K

Event2026-03-31

Filed2026-05-11

SPEM

SPDR INDEX SHS FDS

17.10%

Shares71.9K

Event2026-03-31

Filed2026-05-11

KNG

FIRST TR EXCHANGE-TRADED FD

126.39%

Shares69.0K

Event2026-03-31

Filed2026-05-11

BAC

BANK AMERICA CORP

24.15%

Shares68.3K

Event2026-03-31

Filed2026-05-11

IYW

ISHARES TR

-18.29%

Shares18.3K

Event2026-03-31

Filed2026-05-11

DELL

DELL TECHNOLOGIES INC

392.37%

Shares20.2K

Event2026-03-31

Filed2026-05-11

MARA

MARA HOLDINGS INC

270.74%

Shares403.7K

Event2026-03-31

Filed2026-05-11

IWO

ISHARES TR

972.53%

Shares10.4K

Event2026-03-31

Filed2026-05-11

WEC ENERGY GROUP INC

-27.32%

Shares28.3K

Event2026-03-31

Filed2026-05-11

CELESTICA INC

9.79%

Shares11.6K

Event2026-03-31

Filed2026-05-11

CRWV

COREWEAVE INC

11.17%

Shares41.8K

Event2026-03-31

Filed2026-05-11

BOEING CO

5.55%

Shares16.1K

Event2026-03-31

Filed2026-05-11

OEF

ISHARES TR

-97.32%

Shares10.0K

Event2026-03-31

Filed2026-05-11

AOK

ISHARES TR

3.82%

Shares79.3K

Event2026-03-31

Filed2026-05-11

IBND

SPDR SERIES TRUST

1070.67%

Shares101.1K

Event2026-03-31

Filed2026-05-11

TIPX

SPDR SERIES TRUST

34.79%

Shares163.0K

Event2026-03-31

Filed2026-05-11

CHDN

CHURCHILL DOWNS INC

1.27%

Shares33.9K

Event2026-03-31

Filed2026-05-11

DFUS

DIMENSIONAL ETF TRUST

-0.31%

Shares42.8K

Event2026-03-31

Filed2026-05-11

BBBI

BONDBLOXX ETF TRUST

New

Shares58.6K

Event2026-03-31

Filed2026-05-11

CSWC

CAPITAL SOUTHWEST CORP

4.32%

Shares135.5K

Event2026-03-31

Filed2026-05-11

XMAR

FIRST TR EXCHNG TRADED FD VI

-3.55%

Shares73.5K

Event2026-03-31

Filed2026-05-11

DGCB

DIMENSIONAL ETF TRUST

43.47%

Shares54.9K

Event2026-03-31

Filed2026-05-11

JPST

J P MORGAN EXCHANGE TRADED F

108.06%

Shares57.4K

Event2026-03-31

Filed2026-05-11

PSX

PHILLIPS 66

3.69%

Shares15.9K

Event2026-03-31

Filed2026-05-11

UJUL

INNOVATOR ETFS TRUST

1.53%

Shares75.7K

Event2026-03-31

Filed2026-05-11

BSJR

INVESCO EXCH TRD SLF IDX FD

103.78%

Shares128.9K

Event2026-03-31

Filed2026-05-11

TEUCRIUM COMMODITY TR

New

Shares122.0K

Event2026-03-31

Filed2026-05-11

SFLR

INNOVATOR ETFS TRUST

6.61%

Shares80.3K

Event2026-03-31

Filed2026-05-11

ITA

ISHARES TR

-92.62%

Shares13.0K

Event2026-03-31

Filed2026-05-11

HON

HONEYWELL INTL INC

3.26%

Shares12.3K

Event2026-03-31

Filed2026-05-11

ETHU

VOLATILITY SHS TR

248.94%

Shares123.0K

Event2026-03-31

Filed2026-05-11

NORW

GLOBAL X FDS

New

Shares69.9K

Event2026-03-31

Filed2026-05-11

MEDTRONIC PLC

-26.54%

Shares30.8K

Event2026-03-31

Filed2026-05-11

FLRN

SPDR SERIES TRUST

36.41%

Shares86.1K

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

14.25%

Shares29.2K

Event2026-03-31

Filed2026-05-11

BUYW

NORTHERN LTS FD TR IV

-22.20%

Shares187.6K

Event2026-03-31

Filed2026-05-11

EQWL

INVESCO EXCHANGE TRADED FD T

30.66%

Shares22.8K

Event2026-03-31

Filed2026-05-11

SPYI

NEOS ETF TRUST

67.82%

Shares52.7K

Event2026-03-31

Filed2026-05-11

SPG

SIMON PPTY GROUP INC NEW

-29.44%

Shares13.9K

Event2026-03-31

Filed2026-05-11

CRWD

CROWDSTRIKE HLDGS INC

7.84%

Shares6.6K

Event2026-03-31

Filed2026-05-11

JEPQ

J P MORGAN EXCHANGE TRADED F

10.61%

Shares46.2K

Event2026-03-31

Filed2026-05-11

SIVR

ABRDN SILVER ETF TRUST

114.34%

Shares35.8K

Event2026-03-31

Filed2026-05-11

IWY

ISHARES TR

-17.70%

Shares10.3K

Event2026-03-31

Filed2026-05-11

QQQI

NEOS ETF TRUST

46.91%

Shares51.2K

Event2026-03-31

Filed2026-05-11

DFCF

DIMENSIONAL ETF TRUST

19.03%

Shares60.1K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-7.91%

Shares9.5K

Event2026-03-31

Filed2026-05-11

DFGX

DIMENSIONAL ETF TRUST

30.89%

Shares47.5K

Event2026-03-31

Filed2026-05-11

BWX

SPDR SERIES TRUST

36.37%

Shares113.4K

Event2026-03-31

Filed2026-05-11

MCK

MCKESSON CORP

-3.04%

Shares2.9K

Event2026-03-31

Filed2026-05-11

TJX

TJX COS INC NEW

-26.77%

Shares15.5K

Event2026-03-31

Filed2026-05-11

ALPS ETF TR

New

Shares46.7K

Event2026-03-31

Filed2026-05-11

CCJ

CAMECO CORP

313.19%

Shares22.6K

Event2026-03-31

Filed2026-05-11

CORN

TEUCRIUM COMMODITY TR

New

Shares132.9K

Event2026-03-31

Filed2026-05-11

QCOM

QUALCOMM INC

30.79%

Shares19.0K

Event2026-03-31

Filed2026-05-11

MERCK & CO INC

16.40%

Shares20.3K

Event2026-03-31

Filed2026-05-11

SCCO

SOUTHERN COPPER CORP

New

Shares14.1K

Event2026-03-31

Filed2026-05-11

ARISTA NETWORKS INC

3.38%

Shares19.8K

Event2026-03-31

Filed2026-05-11

NLR

VANECK ETF TRUST

18.60%

Shares18.2K

Event2026-03-31

Filed2026-05-11

CSCO

CISCO SYS INC

8.86%

Shares31.2K

Event2026-03-31

Filed2026-05-11

PJUL

INNOVATOR ETFS TRUST

-6.86%

Shares52.0K

Event2026-03-31

Filed2026-05-11

TPYP

TORTOISE CAPITAL SERIES TRUS

New

Shares56.3K

Event2026-03-31

Filed2026-05-11

XOP

SPDR SERIES TRUST

New

Shares13.1K

Event2026-03-31

Filed2026-05-11

IBHF

ISHARES TR

214.19%

Shares102.2K

Event2026-03-31

Filed2026-05-11

EQRR

PROSHARES TR

New

Shares33.7K

Event2026-03-31

Filed2026-05-11

OIH

VANECK ETF TRUST

New

Shares5.8K

Event2026-03-31

Filed2026-05-11

TRANE TECHNOLOGIES PLC

-14.15%

Shares5.6K

Event2026-03-31

Filed2026-05-11

OKE

ONEOK INC NEW

9.16%

Shares25.7K

Event2026-03-31

Filed2026-05-11

FJUN

FIRST TR EXCHNG TRADED FD VI

-0.06%

Shares40.9K

Event2026-03-31

Filed2026-05-11

HEFA

ISHARES TR

-13.93%

Shares54.4K

Event2026-03-31

Filed2026-05-11

DFGR

DIMENSIONAL ETF TRUST

15.61%

Shares86.8K

Event2026-03-31

Filed2026-05-11

ADBE

ADOBE INC

146.74%

Shares9.4K

Event2026-03-31

Filed2026-05-11

INFLEQTION INC

New

Shares230.0K

Event2026-03-31

Filed2026-05-11

FTEC

FIDELITY COVINGTON TRUST

16.61%

Shares10.8K

Event2026-03-31

Filed2026-05-11

KMI

KINDER MORGAN INC DEL

30.44%

Shares66.8K

Event2026-03-31

Filed2026-05-11

ENERGY TRANSFER L P

19.69%

Shares115.7K

Event2026-03-31

Filed2026-05-11

DRAFTKINGS INC NEW

13.46%

Shares103.2K

Event2026-03-31

Filed2026-05-11

OUNZ

VANECK MERK GOLD ETF

0.82%

Shares49.4K

Event2026-03-31

Filed2026-05-11

DEERE & CO

2.05%

Shares3.8K

Event2026-03-31

Filed2026-05-11

UOCT

INNOVATOR ETFS TRUST

6.08%

Shares56.2K

Event2026-03-31

Filed2026-05-11

AGG

ISHARES TR

1.02%

Shares21.5K

Event2026-03-31

Filed2026-05-11

UJAN

INNOVATOR ETFS TRUST

10.34%

Shares50.1K

Event2026-03-31

Filed2026-05-11

TROW

PRICE T ROWE GROUP INC

-22.92%

Shares23.6K

Event2026-03-31

Filed2026-05-11

REALTY INCOME CORP

9.90%

Shares34.7K

Event2026-03-31

Filed2026-05-11

BLCR

BLACKROCK ETF TRUST

New

Shares51.7K

Event2026-03-31

Filed2026-05-11

TDY

TELEDYNE TECHNOLOGIES INC

-0.31%

Shares3.5K

Event2026-03-31

Filed2026-05-11

NEE

NEXTERA ENERGY INC

10.26%

Shares22.7K

Event2026-03-31

Filed2026-05-11

CVS

CVS HEALTH CORP

-26.89%

Shares29.3K

Event2026-03-31

Filed2026-05-11

SCHA

SCHWAB STRATEGIC TR

21.32%

Shares72.3K

Event2026-03-31

Filed2026-05-11

SPIP

SPDR SERIES TRUST

36.89%

Shares80.5K

Event2026-03-31

Filed2026-05-11

IWB

ISHARES TR

7.87%

Shares5.9K

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR

2.01%

Shares30.8K

Event2026-03-31

Filed2026-05-11

IUSV

ISHARES TR

-15.34%

Shares20.0K

Event2026-03-31

Filed2026-05-11

MAIN

MAIN STR CAP CORP

2.46%

Shares38.5K

Event2026-03-31

Filed2026-05-11

MUST

COLUMBIA ETF TR I

20.48%

Shares99.4K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

13.99%

Shares7.1K

Event2026-03-31

Filed2026-05-11

VWO

VANGUARD INTL EQUITY INDEX F

-2.62%

Shares37.1K

Event2026-03-31

Filed2026-05-11

XEMD

BONDBLOXX ETF TRUST

262.95%

Shares45.0K

Event2026-03-31

Filed2026-05-11

WFC

WELLS FARGO & CO

-10.23%

Shares24.8K

Event2026-03-31

Filed2026-05-11

PDEC

INNOVATOR ETFS TRUST

0.49%

Shares46.4K

Event2026-03-31

Filed2026-05-11

TRP

TC ENERGY CORP

20.82%

Shares31.3K

Event2026-03-31

Filed2026-05-11

DIS

DISNEY WALT CO

-6.87%

Shares20.2K

Event2026-03-31

Filed2026-05-11

IWC

ISHARES TR

94.42%

Shares12.2K

Event2026-03-31

Filed2026-05-11

GIS

GENERAL MILLS INC

37.78%

Shares52.2K

Event2026-03-31

Filed2026-05-11

IGLD

FIRST TR EXCHANGE-TRADED FD

-2.45%

Shares75.5K

Event2026-03-31

Filed2026-05-11

QJUN

FIRST TR EXCHNG TRADED FD VI

1.13%

Shares61.5K

Event2026-03-31

Filed2026-05-11

FDL

FIRST TR EXCHANGE-TRADED FD

131.20%

Shares37.8K

Event2026-03-31

Filed2026-05-11

SCHJ

SCHWAB STRATEGIC TR

-34.31%

Shares77.5K

Event2026-03-31

Filed2026-05-11

SRLN

SSGA ACTIVE ETF TR

29.21%

Shares47.6K

Event2026-03-31

Filed2026-05-11

HYG

ISHARES TR

-89.06%

Shares23.7K

Event2026-03-31

Filed2026-05-11

JIVE

J P MORGAN EXCHANGE TRADED F

248.75%

Shares21.9K

Event2026-03-31

Filed2026-05-11

VOE

VANGUARD INDEX FDS

-11.74%

Shares10.2K

Event2026-03-31

Filed2026-05-11

UAPR

INNOVATOR ETFS TRUST

2.71%

Shares56.1K

Event2026-03-31

Filed2026-05-11

GJUN

FIRST TR EXCHNG TRADED FD VI

1.14%

Shares47.3K

Event2026-03-31

Filed2026-05-11

XEL

XCEL ENERGY INC

0.16%

Shares23.2K

Event2026-03-31

Filed2026-05-11

COWZ

PACER FDS TR

-1.82%

Shares29.4K

Event2026-03-31

Filed2026-05-11

DFAU

DIMENSIONAL ETF TRUST

-0.03%

Shares40.1K

Event2026-03-31

Filed2026-05-11

FGD

FIRST TR EXCHANGE-TRADED FD

360.29%

Shares56.3K

Event2026-03-31

Filed2026-05-11

QDPL

PACER FDS TR

New

Shares44.8K

Event2026-03-31

Filed2026-05-11

CTA

SIMPLIFY EXCHANGE TRADED FUN

New

Shares59.3K

Event2026-03-31

Filed2026-05-11

DFAW

DIMENSIONAL ETF TRUST

51.85%

Shares24.0K

Event2026-03-31

Filed2026-05-11

BMY

BRISTOL-MYERS SQUIBB CO

39.20%

Shares28.9K

Event2026-03-31

Filed2026-05-11

FLIA

FRANKLIN TEMPLETON ETF TR

-44.99%

Shares86.1K

Event2026-03-31

Filed2026-05-11

PFEB

INNOVATOR ETFS TRUST

45.63%

Shares43.5K

Event2026-03-31

Filed2026-05-11

MTB

M & T BK CORP

-33.59%

Shares8.4K

Event2026-03-31

Filed2026-05-11

CONSOLIDATED EDISON INC

7.19%

Shares15.2K

Event2026-03-31

Filed2026-05-11

CEG

CONSTELLATION ENERGY CORP

16.82%

Shares6.2K

Event2026-03-31

Filed2026-05-11

IWD

ISHARES TR

41.73%

Shares8.0K

Event2026-03-31

Filed2026-05-11

AMPX

AMPRIUS TECHNOLOGIES INC

-17.92%

Shares101.9K

Event2026-03-31

Filed2026-05-11

RDVI

FIRST TR EXCHANGE-TRADED FD

138.53%

Shares65.9K

Event2026-03-31

Filed2026-05-11

LQD

ISHARES TR

-90.13%

Shares15.2K

Event2026-03-31

Filed2026-05-11

PMAR

INNOVATOR ETFS TRUST

11.24%

Shares37.0K

Event2026-03-31

Filed2026-05-11

CAPR

CAPRICOR THERAPEUTICS INC

New

Shares54.0K

Event2026-03-31

Filed2026-05-11

GOCT

FIRST TR EXCHNG TRADED FD VI

-1.00%

Shares42.5K

Event2026-03-31

Filed2026-05-11

FVD

FIRST TR EXCHANGE-TRADED FD

2.49%

Shares34.8K

Event2026-03-31

Filed2026-05-11

COP

CONOCOPHILLIPS

-41.60%

Shares12.4K

Event2026-03-31

Filed2026-05-11

QQH

NORTHERN LTS FD TR III

-1.48%

Shares23.3K

Event2026-03-31

Filed2026-05-11

PAUG

INNOVATOR ETFS TRUST

-4.55%

Shares38.1K

Event2026-03-31

Filed2026-05-11

PWR

QUANTA SVCS INC

-5.12%

Shares3.0K

Event2026-03-31

Filed2026-05-11

UVV

UNIVERSAL CORP VA MTNS BK EN

41.23%

Shares30.6K

Event2026-03-31

Filed2026-05-11

OHI

OMEGA HEALTHCARE INVS INC

2.52%

Shares36.8K

Event2026-03-31

Filed2026-05-11

BLUEROCK PVT REAL ESTATE FD

-30.78%

Shares96.8K

Event2026-03-31

Filed2026-05-11

SPGI

S&P GLOBAL INC

-6.30%

Shares3.8K

Event2026-03-31

Filed2026-05-11

VXUS

VANGUARD STAR FDS

24.79%

Shares20.6K

Event2026-03-31

Filed2026-05-11

ADM

ARCHER DANIELS MIDLAND CO

2.54%

Shares21.7K

Event2026-03-31

Filed2026-05-11

NOC

NORTHROP GRUMMAN CORP

1.76%

Shares2.3K

Event2026-03-31

Filed2026-05-11

EATON CORP PLC

18.67%

Shares4.3K

Event2026-03-31

Filed2026-05-11

BTI

BRITISH AMERN TOB PLC

9.22%

Shares25.9K

Event2026-03-31

Filed2026-05-11

BUFQ

FIRST TR EXCHNG TRADED FD VI

-22.71%

Shares42.9K

Event2026-03-31

Filed2026-05-11

SCHQ

SCHWAB STRATEGIC TR

8.92%

Shares47.8K

Event2026-03-31

Filed2026-05-11

SEAGATE TECHNOLOGY HLDNGS PL

74.82%

Shares3.8K

Event2026-03-31

Filed2026-05-11

NUE

NUCOR CORP

0.44%

Shares8.8K

Event2026-03-31

Filed2026-05-11

HSBC

HSBC HLDGS PLC

4.29%

Shares18.0K

Event2026-03-31

Filed2026-05-11

ADP

AUTOMATIC DATA PROCESSING IN

1.41%

Shares7.3K

Event2026-03-31

Filed2026-05-11

ERO

ERO COPPER CORP

New

Shares55.2K

Event2026-03-31

Filed2026-05-11

LGH

NORTHERN LTS FD TR III

-2.07%

Shares25.7K

Event2026-03-31

Filed2026-05-11

WBS

WEBSTER FINL CORP

27.96%

Shares21.0K

Event2026-03-31

Filed2026-05-11

GRID

FIRST TR EXCHANGE-TRADED FD

128.94%

Shares8.8K

Event2026-03-31

Filed2026-05-11

WST

WEST PHARMACEUTICAL SVSC INC

-0.21%

Shares5.7K

Event2026-03-31

Filed2026-05-11

TFC

TRUIST FINL CORP

-1.20%

Shares31.3K

Event2026-03-31

Filed2026-05-11

GDX

VANECK ETF TRUST

-88.97%

Shares15.6K

Event2026-03-31

Filed2026-05-11

AGQ

PROSHARES TR II

New

Shares11.8K

Event2026-03-31

Filed2026-05-11

FDD

FIRST TR EXCHANGE-TRADED FD

New

Shares79.3K

Event2026-03-31

Filed2026-05-11

SCHB

SCHWAB STRATEGIC TR

3.65%

Shares55.5K

Event2026-03-31

Filed2026-05-11

SECT

NORTHERN LTS FD TR IV

-26.80%

Shares22.9K

Event2026-03-31

Filed2026-05-11

SCHW

SCHWAB CHARLES CORP

9.54%

Shares14.7K

Event2026-03-31

Filed2026-05-11

TLT

ISHARES TR

-70.18%

Shares15.9K

Event2026-03-31

Filed2026-05-11

SBUX

STARBUCKS CORP

4.89%

Shares15.3K

Event2026-03-31

Filed2026-05-11

IVZ

INVESCO LTD

11.62%

Shares55.6K

Event2026-03-31

Filed2026-05-11

DFAI

DIMENSIONAL ETF TRUST

-8.85%

Shares34.4K

Event2026-03-31

Filed2026-05-11

VTIP

VANGUARD MALVERN FDS

39.73%

Shares26.7K

Event2026-03-31

Filed2026-05-11

XLP

SELECT SECTOR SPDR TR

-1.31%

Shares16.2K

Event2026-03-31

Filed2026-05-11

GFI

GOLD FIELDS LTD

52.30%

Shares29.1K

Event2026-03-31

Filed2026-05-11

BKH

BLACK HILLS CORP

8.06%

Shares19.0K

Event2026-03-31

Filed2026-05-11

HII

HUNTINGTON INGALLS INDS INC

225.45%

Shares3.5K

Event2026-03-31

Filed2026-05-11

BROOKFIELD CORP

-10.55%

Shares32.5K

Event2026-03-31

Filed2026-05-11

CSX

CSX CORP

6.97%

Shares31.8K

Event2026-03-31

Filed2026-05-11

IWP

ISHARES TR

1.63%

Shares10.2K

Event2026-03-31

Filed2026-05-11

VICI

VICI PPTYS INC

18.74%

Shares47.7K

Event2026-03-31

Filed2026-05-11

QUBT

QUANTUM COMPUTING INC

11.67%

Shares189.8K

Event2026-03-31

Filed2026-05-11

BNDX

VANGUARD CHARLOTTE FDS

0.17%

Shares27.0K

Event2026-03-31

Filed2026-05-11

BNS

BANK NOVA SCOTIA B C

5.47%

Shares18.6K

Event2026-03-31

Filed2026-05-11

ADME

ETF SER SOLUTIONS

1.77%

Shares26.0K

Event2026-03-31

Filed2026-05-11

PFE

PFIZER INC

19.12%

Shares45.7K

Event2026-03-31

Filed2026-05-11

NBIS

NEBIUS GROUP N.V.

0.63%

Shares12.4K

Event2026-03-31

Filed2026-05-11

STIP

ISHARES TR

39.07%

Shares12.2K

Event2026-03-31

Filed2026-05-11

WASTE MGMT INC DEL

-0.25%

Shares5.5K

Event2026-03-31

Filed2026-05-11

SCHV

SCHWAB STRATEGIC TR

15.14%

Shares41.3K

Event2026-03-31

Filed2026-05-11

BIV

VANGUARD BD INDEX FDS

8.39%

Shares16.3K

Event2026-03-31

Filed2026-05-11

PSLV

SPROTT ASSET MANAGEMENT LP

18.51%

Shares51.5K

Event2026-03-31

Filed2026-05-11

NNN

NNN REIT INC

32.99%

Shares29.8K

Event2026-03-31

Filed2026-05-11

CLSE

TRUST FOR PROFESSIONAL MANAG

12.93%

Shares44.2K

Event2026-03-31

Filed2026-05-11

XLG

INVESCO EXCHANGE TRADED FD T

-10.41%

Shares22.7K

Event2026-03-31

Filed2026-05-11

BSJS

INVESCO EXCH TRD SLF IDX FD

45.86%

Shares56.9K

Event2026-03-31

Filed2026-05-11

SCHM

SCHWAB STRATEGIC TR

-5.09%

Shares39.8K

Event2026-03-31

Filed2026-05-11

MDLZ

MONDELEZ INTL INC

-13.57%

Shares21.4K

Event2026-03-31

Filed2026-05-11

WCMI

FIRST TR EXCHANGE-TRADED FD

New

Shares72.8K

Event2026-03-31

Filed2026-05-11

BEN

FRANKLIN RESOURCES INC

10.73%

Shares51.5K

Event2026-03-31

Filed2026-05-11

GENERAL DYNAMICS CORP

35.20%

Shares3.5K

Event2026-03-31

Filed2026-05-11

IBHG

ISHARES TR

132.06%

Shares54.5K

Event2026-03-31

Filed2026-05-11

BSV

VANGUARD BD INDEX FDS

4.08%

Shares15.4K

Event2026-03-31

Filed2026-05-11

JCPB

J P MORGAN EXCHANGE TRADED F

223.48%

Shares25.5K

Event2026-03-31

Filed2026-05-11

SPSM

SPDR SERIES TRUST

409.87%

Shares24.8K

Event2026-03-31

Filed2026-05-11

GNOV

FIRST TR EXCHNG TRADED FD VI

2.88%

Shares30.7K

Event2026-03-31

Filed2026-05-11

PSEP

INNOVATOR ETFS TRUST

-1.10%

Shares27.5K

Event2026-03-31

Filed2026-05-11

NSC

NORFOLK SOUTHN CORP

8.48%

Shares4.1K

Event2026-03-31

Filed2026-05-11

SNDK

SANDISK CORP

50.16%

Shares1.9K

Event2026-03-31

Filed2026-05-11

POCT

INNOVATOR ETFS TRUST

1.60%

Shares27.2K

Event2026-03-31

Filed2026-05-11

FDEC

FIRST TR EXCHNG TRADED FD VI

-1.11%

Shares23.6K

Event2026-03-31

Filed2026-05-11

UUUU

ENERGY FUELS INC

13.45%

Shares64.1K

Event2026-03-31

Filed2026-05-11

TRV

TRAVELERS COMPANIES INC

3.60%

Shares4.0K

Event2026-03-31

Filed2026-05-11

AEP

AMERICAN ELEC PWR CO INC

-19.67%

Shares8.7K

Event2026-03-31

Filed2026-05-11

TAXF

AMERICAN CENTY ETF TR

21.28%

Shares22.8K

Event2026-03-31

Filed2026-05-11

PVI

INVESCO EXCH TRADED FD TR II

21.50%

Shares45.8K

Event2026-03-31

Filed2026-05-11

ALCOA CORP

New

Shares17.2K

Event2026-03-31

Filed2026-05-11

IWX

ISHARES TR

5.18%

Shares12.3K

Event2026-03-31

Filed2026-05-11

STWD

STARWOOD PPTY TR INC

12.05%

Shares65.9K

Event2026-03-31

Filed2026-05-11

QYLD

GLOBAL X FDS

-13.60%

Shares65.8K

Event2026-03-31

Filed2026-05-11

BANK NEW YORK MELLON CORP

10.96%

Shares9.5K

Event2026-03-31

Filed2026-05-11

INTC

INTEL CORP

11.80%

Shares25.4K

Event2026-03-31

Filed2026-05-11

FXED

TIDAL TRUST I

-0.20%

Shares64.8K

Event2026-03-31

Filed2026-05-11

TPIF

TIMOTHY PLAN

17.31%

Shares30.8K

Event2026-03-31

Filed2026-05-11

VOOG

VANGUARD ADMIRAL FDS INC

-1.77%

Shares2.7K

Event2026-03-31

Filed2026-05-11

SHOP

SHOPIFY INC

5.67%

Shares9.3K

Event2026-03-31

Filed2026-05-11

Call Option Holdings

PYPL Call CallPAYPAL HLDGS INC110.0K sharesnew addition2026-03-312026-05-11

ACHIEVE LIFE SCIENCE INC Call CallACHIEVE LIFE SCIENCE INC133.3K sharesnew addition2026-03-312026-05-11

OPEN Call CallOPENDOOR TECHNOLOGIES INC80.0K shares0.00%2026-03-312026-05-11

RIVN Call CallRIVIAN AUTOMOTIVE INC12.5K shares0.00%2026-03-312026-05-11

DNN Call CallDENISON MINES CORP35.0K shares0.00%2026-03-312026-05-11

BB Call CallBLACKBERRY LTD27.5K shares0.00%2026-03-312026-05-11

PYPL Call

PAYPAL HLDGS INC

New

Shares110.0K

Event2026-03-31

Filed2026-05-11

ACHIEVE LIFE SCIENCE INC Call

ACHIEVE LIFE SCIENCE INC

New

Shares133.3K

Event2026-03-31

Filed2026-05-11

OPEN Call

OPENDOOR TECHNOLOGIES INC

0.00%

Shares80.0K

Event2026-03-31

Filed2026-05-11

RIVN Call

RIVIAN AUTOMOTIVE INC

0.00%

Shares12.5K

Event2026-03-31

Filed2026-05-11

DNN Call

DENISON MINES CORP

0.00%

Shares35.0K

Event2026-03-31

Filed2026-05-11

BB Call

BLACKBERRY LTD

0.00%

Shares27.5K

Event2026-03-31

Filed2026-05-11

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T10.6K sharesnew addition2026-03-312026-05-11

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares10.6K

Event2026-03-31

Filed2026-05-11