Sponsored
The Analysis of Ascentis Independent Advisors's Holdings & P&L
Currently, Ascentis Independent Advisors holds 2078 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in AAPL (+141.6K shares, valued at $35.9M), NVDA (+204.4K shares, valued at $35.6M), MSFT (+34.8K shares, valued at $12.9M); decreased their positions in IHDG (-12.1K shares, valued at $584.1K), SPGI (-1.0K shares, valued at $444.3K), N/A (-3.3K shares, valued at $302.0K); initiated new positions in GILD (+69.5K shares, valued at $9.7M), PTLC (+101.9K shares, valued at $5.3M), PHYS (+141.5K shares, valued at $5.0M).
1M P&L
+39.5M+3.19%
3M P&L
+21.5M+1.71%
HY P&L
+76.1M+6.33%
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/A547.5M
46.4%
2Semiconductors91.6M
7.8%
3Consumer Electronics62.8M
5.3%
Top Industries by Stock Count
1N/A725 stocks
40.9%
2Biotechnology43 stocks
2.4%
3Software - Application39 stocks
2.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS18.9K shares121.86%2026-03-312026-04-28
Sponsored
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF24.4K shares190.36%2026-03-312026-04-28
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
KVLE KRANESHARES VALUE LINE DYNAMIC DIVIDEND EQUITY INDEX ETF112.7K shares206.58%2026-03-312026-04-28
Sponsored
Sponsored
Sponsored
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND54.2K sharesnew addition2026-03-312026-04-28
Sponsored
Sponsored
Sponsored
INVESCO RAFI EMERGING MARKETS ETF INVESCO RAFI EMERGING MARKETS ETF76.3K sharesnew addition2026-03-312026-04-28
MINO PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND43.5K shares271.28%2026-03-312026-04-28
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO S&P 500 LOW VOLATILITY ETF INVESCO S&P 500 LOW VOLATILITY ETF21.7K shares153.46%2026-03-312026-04-28
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF11.8K shares38.00%2026-03-312026-04-28
Sponsored
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND24.2K sharesnew addition2026-03-312026-04-28
Sponsored
OUSM ALPS O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF SHARES26.6K sharesnew addition2026-03-312026-04-28
Sponsored
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF10.6K shares36.51%2026-03-312026-04-28
Sponsored
KEMX KRANESHARES MSCI EMERGING MARKETS EX CHINA INDEX ETF27.5K sharesnew addition2026-03-312026-04-28
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF13.2K sharesnew addition2026-03-312026-04-28
Sponsored
Sponsored
Sponsored
KMLM KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF34.6K sharesnew addition2026-03-312026-04-28
Sponsored
BTI BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS16.0K shares155.10%2026-03-312026-04-28
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND9.3K sharesnew addition2026-03-312026-04-28
Sponsored
VIPER ENERGY INC NEW CLASS CLASS A VIPER ENERGY INC NEW CLASS CLASS A19.2K sharesnew addition2026-03-312026-04-28
Sponsored
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS14.9K shares25.80%2026-03-312026-04-28
Sponsored
ALPS O'SHARES U.S. QUALITY DIVIDEND ETF SHARES ALPS O'SHARES U.S. QUALITY DIVIDEND ETF SHARES15.3K sharesnew addition2026-03-312026-04-28
Sponsored
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND19.6K shares101.54%2026-03-312026-04-28
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES6.9K sharesnew addition2026-03-312026-04-28
Sponsored
FLOWSTONE OPPORTUNITY FUND CLASS I FLOWSTONE OPPORTUNITY FUND CLASS I36.7K sharesnew addition2026-03-312026-04-28
IVOL QUADRATIC INTEREST RATE VOLATILITY AND INFLATIONHEDGE ETF NEW33.5K sharesnew addition2026-03-312026-04-28
Sponsored
Sponsored
Sponsored
Sponsored
KRANESHARES MAN BUYOUT BETA INDEX ETF KRANESHARES MAN BUYOUT BETA INDEX ETF20.5K sharesnew addition2026-03-312026-04-28
NTNL STORAGE AFF 6 PFDPFD SER B NTNL STORAGE AFF 6 PFDPFD SER B14.1K sharesnew addition2026-03-312026-04-28
APOLLO GLOBAL MGMT INC NCLASS CLASS A APOLLO GLOBAL MGMT INC NCLASS CLASS A5.0K shares26.14%2026-03-312026-04-28
Sponsored
Sponsored
Sponsored
IHDG WISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUND10.8K shares-52.95%2026-03-312026-04-28
Sponsored
Sponsored
Sponsored
AIRBUS SE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS AIRBUS SE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS9.8K sharesnew addition2026-03-312026-04-28
Sponsored
Sponsored
KRANESHARES ARTIFICIAL INTELLIGENCE AND TECHNOLOGY ETF KRANESHARES ARTIFICIAL INTELLIGENCE AND TECHNOLOGY ETF13.5K sharesnew addition2026-03-312026-04-28
Sponsored
Sponsored
BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS3.3K shares98.68%2026-03-312026-04-28
NVDA
97.88%NVIDIA CORP
Shares413.2K
Event2026-03-31
Filed2026-04-28
AAPL
133.77%APPLE INC
Shares247.5K
Event2026-03-31
Filed2026-04-28
MSFT
80.11%MICROSOFT CORP
Shares78.3K
Event2026-03-31
Filed2026-04-28
AMZN
90.00%AMAZON.COM INC
Shares120.4K
Event2026-03-31
Filed2026-04-28
ALPHABET INC CLASS CLASS A
38.13%ALPHABET INC CLASS CLASS A
Shares74.5K
Event2026-03-31
Filed2026-04-28
AGG
101.51%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares193.3K
Event2026-03-31
Filed2026-04-28
BROADCOM INC
54.54%BROADCOM INC
Shares56.3K
Event2026-03-31
Filed2026-04-28
IVV
138.98%ISHARES CORE S&P 500 ETF
Shares23.1K
Event2026-03-31
Filed2026-04-28
VANGUARD S&P 500 ETF
86.99%VANGUARD S&P 500 ETF
Shares25.1K
Event2026-03-31
Filed2026-04-28
JPM
49.27%JPMORGAN CHASE & CO
Shares47.6K
Event2026-03-31
Filed2026-04-28
SCHD
723.68%SCHWAB U.S. DIVIDEND EQUITY ETF
Shares448.0K
Event2026-03-31
Filed2026-04-28
IUSB
473.65%ISHARES CORE UNIVERSAL USD BOND ETF
Shares285.3K
Event2026-03-31
Filed2026-04-28
BERKSHIRE HATHAWAY CLASS B
91.60%BERKSHIRE HATHAWAY CLASS B
Shares27.1K
Event2026-03-31
Filed2026-04-28
INVESCO QQQ TR
81.51%INVESCO QQQ TR
Shares21.2K
Event2026-03-31
Filed2026-04-28
USFR
4139.49%WISDOMTREE FLOATING RATETREASURY FUND
Shares214.7K
Event2026-03-31
Filed2026-04-28
TSLA
99.08%TESLA INC
Shares28.4K
Event2026-03-31
Filed2026-04-28
XOM
87.08%EXXON MOBIL CORP
Shares60.2K
Event2026-03-31
Filed2026-04-28
GILD
NewGILEAD SCIENCES INC
Shares69.5K
Event2026-03-31
Filed2026-04-28
COST
152.62%COSTCO WHSL CORP NEW
Shares9.3K
Event2026-03-31
Filed2026-04-28
META
57.35%META PLATFORMS INC CLASS CLASS A
Shares16.0K
Event2026-03-31
Filed2026-04-28
JNJ
57.68%JOHNSON & JOHNSON
Shares36.1K
Event2026-03-31
Filed2026-04-28
SGOV
162.91%ISHARES 0-3 MONTH TREASURY BOND ETF
Shares86.9K
Event2026-03-31
Filed2026-04-28
WMT
40.48%WALMART INC
Shares68.2K
Event2026-03-31
Filed2026-04-28
CVX
132.06%CHEVRON CORP NEW
Shares40.1K
Event2026-03-31
Filed2026-04-28
DGRW
238.76%WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
Shares94.1K
Event2026-03-31
Filed2026-04-28
ABBV
85.45%ABBVIE INC
Shares36.8K
Event2026-03-31
Filed2026-04-28
VGSH
95.40%VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES
Shares131.7K
Event2026-03-31
Filed2026-04-28
RTX
16.56%RTX CORP
Shares38.4K
Event2026-03-31
Filed2026-04-28
V
83.44%VISA INC CLASS CLASS A
Shares23.8K
Event2026-03-31
Filed2026-04-28
DYNF
984.34%ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
Shares120.1K
Event2026-03-31
Filed2026-04-28
PLTR
96.54%PALANTIR TECHNOLOGIES INCLASS CLASS A
Shares47.0K
Event2026-03-31
Filed2026-04-28
LLY
110.24%ELI LILLY AND CO
Shares7.4K
Event2026-03-31
Filed2026-04-28
IBM
90.76%IBM CORP
Shares27.6K
Event2026-03-31
Filed2026-04-28
ALPHABET INC CLASS CLASS C
170.65%ALPHABET INC CLASS CLASS C
Shares22.7K
Event2026-03-31
Filed2026-04-28
TSM
121.86%TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
Shares18.9K
Event2026-03-31
Filed2026-04-28
HD
102.85%HOME DEPOT INC
Shares19.0K
Event2026-03-31
Filed2026-04-28
CAT
78.07%CATERPILLAR INC
Shares8.1K
Event2026-03-31
Filed2026-04-28
GOVT
940.58%ISHARES U.S. TREASURY BOND ETF
Shares246.4K
Event2026-03-31
Filed2026-04-28
TLTW
105.05%ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF
Shares245.2K
Event2026-03-31
Filed2026-04-28
PTLC
NewPACER TRENDPILOT US LARGE CAP ETF
Shares101.9K
Event2026-03-31
Filed2026-04-28
AMD
158.97%ADVANCED MICRO DEVIC
Shares25.9K
Event2026-03-31
Filed2026-04-28
MO
344.33%ALTRIA GROUP INC
Shares79.6K
Event2026-03-31
Filed2026-04-28
BSV
126.41%VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES
Shares66.7K
Event2026-03-31
Filed2026-04-28
NFLX
20.85%NETFLIX INC
Shares54.3K
Event2026-03-31
Filed2026-04-28
WINN
144.17%HARBOR ETF TRUST
Shares184.3K
Event2026-03-31
Filed2026-04-28
PHYS
NewSPROTT PHYSGLD TRST
Shares141.5K
Event2026-03-31
Filed2026-04-28
FBND
63.72%FIDELITY MERRIMACK STR TR
Shares109.7K
Event2026-03-31
Filed2026-04-28
NEE
105.88%NEXTERA ENERGY INC
Shares53.6K
Event2026-03-31
Filed2026-04-28
NOBL
237.74%PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Shares46.5K
Event2026-03-31
Filed2026-04-28
BBUS
NewJPMORGAN BETABUILDERS U.S. EQUITY ETF
Shares41.0K
Event2026-03-31
Filed2026-04-28
AMGN
153.15%AMGEN INC
Shares13.5K
Event2026-03-31
Filed2026-04-28
SDVY
112.34%FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
Shares120.6K
Event2026-03-31
Filed2026-04-28
INVESCO S&P 500 EQUAL WEIGHT ETF
190.36%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares24.4K
Event2026-03-31
Filed2026-04-28
VTI
403.25%VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
Shares14.4K
Event2026-03-31
Filed2026-04-28
XLE
125.30%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares75.3K
Event2026-03-31
Filed2026-04-28
VZ
101.22%VERIZON COMMUNICATIONS I
Shares91.4K
Event2026-03-31
Filed2026-04-28
JAAA
52.31%JANUS HENDERSON AAA CLO ETF
Shares91.0K
Event2026-03-31
Filed2026-04-28
QUAL
2148.96%ISHARES MSCI USA QUALITYFACTOR ETF
Shares23.8K
Event2026-03-31
Filed2026-04-28
CSCO
83.26%CISCO SYS INC
Shares58.4K
Event2026-03-31
Filed2026-04-28
IWB
647.77%ISHARES RUSSELL 1000 ETF
Shares12.6K
Event2026-03-31
Filed2026-04-28
BAC
29.05%BANK OF AMERICA CORP
Shares91.7K
Event2026-03-31
Filed2026-04-28
DIVO
7.30%AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
Shares99.3K
Event2026-03-31
Filed2026-04-28
PTY
109.48%PIMCO CORPORATE & INCOME
Shares368.4K
Event2026-03-31
Filed2026-04-28
MCD
40.65%MCDONALDS CORP
Shares14.1K
Event2026-03-31
Filed2026-04-28
MUB
1874.63%ISHARES NATIONAL MUNI BOND ETF
Shares40.2K
Event2026-03-31
Filed2026-04-28
MERCK & CO. INC.
40.50%MERCK & CO. INC.
Shares34.4K
Event2026-03-31
Filed2026-04-28
SPY
400.80%STATE STREET SPDR S&P 500 ETF TRUST
Shares6.3K
Event2026-03-31
Filed2026-04-28
IWP
76.98%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares29.9K
Event2026-03-31
Filed2026-04-28
PYLD
65.75%PIMCO ETF TR
Shares144.3K
Event2026-03-31
Filed2026-04-28
TJX
76.90%TJX COS INC NEW
Shares23.3K
Event2026-03-31
Filed2026-04-28
ISHARES GOLD TRUST
83.91%ISHARES GOLD TRUST
Shares42.2K
Event2026-03-31
Filed2026-04-28
VEA
299.95%VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES
Shares57.8K
Event2026-03-31
Filed2026-04-28
VTV
60.00%VANGUARD VALUE INDEX FUND ETF SHARES
Shares18.9K
Event2026-03-31
Filed2026-04-28
CRM
-5.64%SALESFORCE INC
Shares19.5K
Event2026-03-31
Filed2026-04-28
DSL
115.53%DOUBLELINE INCOME SOLUTI
Shares334.0K
Event2026-03-31
Filed2026-04-28
XLK
38.39%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares27.2K
Event2026-03-31
Filed2026-04-28
PCAR
NewPACCAR INC
Shares31.2K
Event2026-03-31
Filed2026-04-28
VUG
48.06%VANGUARD GROWTH INDEX FUND ETF SHARES
Shares8.1K
Event2026-03-31
Filed2026-04-28
FLOT
50.08%ISHARES FLOATING RATE BOND ETF
Shares69.4K
Event2026-03-31
Filed2026-04-28
NULG
281.75%NUVEEN ESG LARGE-CAP GROWTH ETF
Shares38.0K
Event2026-03-31
Filed2026-04-28
SHY
72.05%ISHARES 1-3 YEAR TREASURY BOND ETF
Shares41.6K
Event2026-03-31
Filed2026-04-28
AXP
234.58%AMERICAN EXPRESS CO
Shares11.3K
Event2026-03-31
Filed2026-04-28
VEU
310.99%VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES
Shares45.5K
Event2026-03-31
Filed2026-04-28
USHY
106.09%ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
Shares91.2K
Event2026-03-31
Filed2026-04-28
JPST
129.49%JPMORGAN ULTRA-SHORT INCOME ETF
Shares66.1K
Event2026-03-31
Filed2026-04-28
RDIV
-1.63%INVESCO EXCH TRADED FD TR II
Shares59.6K
Event2026-03-31
Filed2026-04-28
VV
663.16%VANGUARD INDEX FDS
Shares11.0K
Event2026-03-31
Filed2026-04-28
VRIG
NewINVESCO VARIABLE RATE INVESTMENT GRADE ETF
Shares130.5K
Event2026-03-31
Filed2026-04-28
CITIGROUP INC
66.25%CITIGROUP INC
Shares28.7K
Event2026-03-31
Filed2026-04-28
IJR
174.34%ISHARES CORE S&P SMALL-CAP ETF
Shares26.1K
Event2026-03-31
Filed2026-04-28
MTUM
135.08%ISHARES MSCI USA MOMENTUM FACTOR ETF
Shares12.8K
Event2026-03-31
Filed2026-04-28
SCHW
75.07%CHARLES SCHWAB CORP
Shares32.7K
Event2026-03-31
Filed2026-04-28
GLD
192.36%SPDR GOLD SHARES
Shares7.1K
Event2026-03-31
Filed2026-04-28
WFC
9.96%WELLS FARGO & CO
Shares38.4K
Event2026-03-31
Filed2026-04-28
T
57.58%AT&T INC
Shares104.5K
Event2026-03-31
Filed2026-04-28
USMV
104.52%ISHARES MSCI USA MIN VOLFACTOR ETF
Shares32.4K
Event2026-03-31
Filed2026-04-28
IDMO
NewINVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF
Shares53.8K
Event2026-03-31
Filed2026-04-28
PM
97.08%PHILIP MORRIS INTL INC
Shares17.8K
Event2026-03-31
Filed2026-04-28
MCK
55.56%MCKESSON CORP
Shares3.4K
Event2026-03-31
Filed2026-04-28
SMH
97.26%VANECK SEMICONDUCTOR ETF
Shares7.6K
Event2026-03-31
Filed2026-04-28
AGGY
68.28%WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND
Shares67.1K
Event2026-03-31
Filed2026-04-28
VBK
92.05%VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES
Shares9.6K
Event2026-03-31
Filed2026-04-28
IBHF
133.10%ISHARES IBONDS 2026 TERMHIGH YIELD AND INCOME ETF
Shares126.6K
Event2026-03-31
Filed2026-04-28
SRLN
95.47%STATE STREET BLACKSTONE SENIOR LOAN ETF
Shares72.1K
Event2026-03-31
Filed2026-04-28
IEFA
130.81%ISHARES CORE MSCI EAFE ETF
Shares31.9K
Event2026-03-31
Filed2026-04-28
KO
81.23%THE COCA-COLA CO
Shares37.9K
Event2026-03-31
Filed2026-04-28
LMT
90.91%LOCKHEED MARTIN CORP
Shares4.7K
Event2026-03-31
Filed2026-04-28
PG
98.88%PROCTER & GAMBLE CO
Shares19.5K
Event2026-03-31
Filed2026-04-28
KVLE
206.58%KRANESHARES VALUE LINE DYNAMIC DIVIDEND EQUITY INDEX ETF
Shares112.7K
Event2026-03-31
Filed2026-04-28
ASML
86.73%ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares2.1K
Event2026-03-31
Filed2026-04-28
BLACKROCK INC NEW
53.05%BLACKROCK INC NEW
Shares2.8K
Event2026-03-31
Filed2026-04-28
MBB
937.25%ISHARES MBS ETF
Shares28.7K
Event2026-03-31
Filed2026-04-28
UPRO
96.46%PROSHARES ULTRAPRO S& P500
Shares27.9K
Event2026-03-31
Filed2026-04-28
EMB
188.20%ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF
Shares28.4K
Event2026-03-31
Filed2026-04-28
QCOM
81.67%QUALCOMM INC
Shares20.7K
Event2026-03-31
Filed2026-04-28
BKLN
148.40%INVESCO SENIOR LOAN ETF
Shares129.8K
Event2026-03-31
Filed2026-04-28
JEPI
1005.77%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares46.2K
Event2026-03-31
Filed2026-04-28
TMO
101.94%THERMO FISHER SCIENTIFIC
Shares5.3K
Event2026-03-31
Filed2026-04-28
JBND
119.17%JPMORGAN ACTIVE BOND ETF
Shares47.9K
Event2026-03-31
Filed2026-04-28
LOW
132.37%LOWES COS INC
Shares10.9K
Event2026-03-31
Filed2026-04-28
SPYM
103.86%STATE STREET SPDR PORTFOLIO S&P 500 ETF
Shares33.6K
Event2026-03-31
Filed2026-04-28
COP
27.64%CONOCOPHILLIPS
Shares19.4K
Event2026-03-31
Filed2026-04-28
O
150.65%REALTY INCOME CORP REIT
Shares41.6K
Event2026-03-31
Filed2026-04-28
DUKE ENERGY CORP NEW
45.22%DUKE ENERGY CORP NEW
Shares19.4K
Event2026-03-31
Filed2026-04-28
EPD
59.29%ENTERPRISE PRODS PART LP
Shares66.5K
Event2026-03-31
Filed2026-04-28
GS
77.98%GOLDMAN SACHS GROUP INC
Shares2.9K
Event2026-03-31
Filed2026-04-28
BA
104.21%BOEING CO
Shares12.3K
Event2026-03-31
Filed2026-04-28
JMSI
NewJPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF
Shares49.0K
Event2026-03-31
Filed2026-04-28
JGRO
NewJPMORGAN ACTIVE GROWTH ETF
Shares28.1K
Event2026-03-31
Filed2026-04-28
EMLP
NewFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
Shares54.2K
Event2026-03-31
Filed2026-04-28
MU
190.16%MICRON TECHNOLOGY INC
Shares7.0K
Event2026-03-31
Filed2026-04-28
MA
90.25%MASTERCARD INC CLASS CLASS A
Shares4.6K
Event2026-03-31
Filed2026-04-28
JMUB
239.47%JPMORGAN MUNICIPAL ETF
Shares45.5K
Event2026-03-31
Filed2026-04-28
SPXT
87.35%PROSHARES S&P 500 EX-TECHNOLOGY ETF
Shares22.4K
Event2026-03-31
Filed2026-04-28
MS
21.84%MORGAN STANLEY
Shares13.8K
Event2026-03-31
Filed2026-04-28
TDI
NewTOUCHSTONE ETF TRUST
Shares54.5K
Event2026-03-31
Filed2026-04-28
WCMI
124.87%FIRST TR EXCHANGE-TRADED FD
Shares133.4K
Event2026-03-31
Filed2026-04-28
SPDN
NewDIREXION DAILY S&P 500 BEAR 1X SHARES
Shares223.8K
Event2026-03-31
Filed2026-04-28
JIRE
NewJPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITYETF
Shares29.4K
Event2026-03-31
Filed2026-04-28
SO
65.94%SOUTHERN CO
Shares23.1K
Event2026-03-31
Filed2026-04-28
UBER
141.02%UBER TECHNOLOGIES INC
Shares30.9K
Event2026-03-31
Filed2026-04-28
NOC
142.78%NORTHROP GRUMMAN CORP
Shares3.2K
Event2026-03-31
Filed2026-04-28
SPGP
NewINVESCO S&P 500 GARP ETF
Shares20.3K
Event2026-03-31
Filed2026-04-28
HBTA
NewHORIZON FDS
Shares80.8K
Event2026-03-31
Filed2026-04-28
GENERAL DYNAMICS CORP
15.00%GENERAL DYNAMICS CORP
Shares6.3K
Event2026-03-31
Filed2026-04-28
VO
272.75%VANGUARD MID-CAP INDEX FUND ETF SHARES
Shares7.5K
Event2026-03-31
Filed2026-04-28
GEV
64.28%GE VERNOVA INC
Shares2.5K
Event2026-03-31
Filed2026-04-28
IWF
105.46%ISHARES RUSSELL 1000 GROWTH ETF
Shares4.9K
Event2026-03-31
Filed2026-04-28
HEFA
21.78%ISHARES CURRENCY HEDGED MSCI EAFE ETF
Shares49.4K
Event2026-03-31
Filed2026-04-28
BIV
172.06%VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES
Shares27.2K
Event2026-03-31
Filed2026-04-28
COWZ
513.06%PACER US CASH COWS 100 ETF
Shares33.6K
Event2026-03-31
Filed2026-04-28
HON
108.57%HONEYWELL INTL INC
Shares9.2K
Event2026-03-31
Filed2026-04-28
UNP
70.20%UNION PAC CORP
Shares8.5K
Event2026-03-31
Filed2026-04-28
INVESCO RAFI EMERGING MARKETS ETF
NewINVESCO RAFI EMERGING MARKETS ETF
Shares76.3K
Event2026-03-31
Filed2026-04-28
SMOT
NewVANECK MORNINGSTAR SMID MOAT ETF
Shares58.0K
Event2026-03-31
Filed2026-04-28
IEI
30.89%ISHARES 3-7 YEAR TREASURY BOND ETF
Shares17.1K
Event2026-03-31
Filed2026-04-28
BOXX
215.67%ALPHA ARCHITECT 1-3 MONTH BOX ETF
Shares17.1K
Event2026-03-31
Filed2026-04-28
ED
204.95%CONSOLIDATED EDISON INC
Shares17.6K
Event2026-03-31
Filed2026-04-28
MINO
271.28%PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND
Shares43.5K
Event2026-03-31
Filed2026-04-28
PIT
NewVANECK COMMODITY STRATEGY ETF
Shares27.1K
Event2026-03-31
Filed2026-04-28
PFE
106.25%PFIZER INC
Shares69.8K
Event2026-03-31
Filed2026-04-28
ABT
132.37%ABBOTT LABS
Shares18.9K
Event2026-03-31
Filed2026-04-28
PANW
83.04%PALO ALTO NETWORKS INC
Shares12.1K
Event2026-03-31
Filed2026-04-28
VCLT
120.00%VANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)
Shares25.9K
Event2026-03-31
Filed2026-04-28
LMBS
80.00%FIRST TRUST LOW DURATIONOPPORTUNITIES ETF
Shares38.8K
Event2026-03-31
Filed2026-04-28
PEP
169.71%PEPSICO INC
Shares12.1K
Event2026-03-31
Filed2026-04-28
DE
124.10%DEERE & CO
Shares3.3K
Event2026-03-31
Filed2026-04-28
IQSI
NewNEW YORK LIFE INVESTMENTS ET
Shares52.9K
Event2026-03-31
Filed2026-04-28
PAVE
NewGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
Shares36.6K
Event2026-03-31
Filed2026-04-28
TXN
49.12%TEXAS INSTRS INC
Shares9.5K
Event2026-03-31
Filed2026-04-28
WMB
83.66%WILLIAMS COS INC
Shares25.3K
Event2026-03-31
Filed2026-04-28
ORCL
61.87%ORACLE CORP
Shares12.5K
Event2026-03-31
Filed2026-04-28
MMM
375.05%3M CO
Shares12.6K
Event2026-03-31
Filed2026-04-28
EZU
NewISHARES MSCI EUROZONE ETF
Shares29.1K
Event2026-03-31
Filed2026-04-28
NUE
599.87%NUCOR CORP
Shares10.7K
Event2026-03-31
Filed2026-04-28
UDOW
95.84%PROSHARES ULTRAPRO DOW30
Shares36.2K
Event2026-03-31
Filed2026-04-28
BOND
54.91%PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
Shares19.7K
Event2026-03-31
Filed2026-04-28
SCHG
24.97%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares61.9K
Event2026-03-31
Filed2026-04-28
MIRM
0.00%MIRUM PHARMACEUTICALS INC
Shares19.4K
Event2026-03-31
Filed2026-04-28
GPIQ
189.13%GOLDMAN SACHS NASDAQ-100PREMIUM INCOME ETF
Shares36.0K
Event2026-03-31
Filed2026-04-28
FCX
93.63%FREEPORT-MCMORAN INC
Shares30.3K
Event2026-03-31
Filed2026-04-28
CB
141.81%CHUBB LTD F
Shares5.5K
Event2026-03-31
Filed2026-04-28
SYSB
NewISHARES SYSTEMATIC BOND ETF
Shares19.9K
Event2026-03-31
Filed2026-04-28
SPG
45.71%SIMON PPTY GROUP INC NEWREIT
Shares9.5K
Event2026-03-31
Filed2026-04-28
TDV
332.62%PROSHARES S&P TECHNOLOGYDIVIDEND ARISTOCRATS ETF
Shares20.3K
Event2026-03-31
Filed2026-04-28
JAVA
NewJPMORGAN ACTIVE VALUE ETF
Shares23.4K
Event2026-03-31
Filed2026-04-28
IVLU
551.08%ISHARES EDGE MSCI INTL VALUE FACTOR ETF
Shares42.3K
Event2026-03-31
Filed2026-04-28
LINDE PLC F
96.38%LINDE PLC F
Shares3.4K
Event2026-03-31
Filed2026-04-28
DIA
-11.29%STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST
Shares3.5K
Event2026-03-31
Filed2026-04-28
SCCO
NewSOUTHERN COPPER CORP
Shares9.4K
Event2026-03-31
Filed2026-04-28
IWR
122.05%ISHARES RUSSELL MID-CAP ETF
Shares16.6K
Event2026-03-31
Filed2026-04-28
THRO
NewISHARES U.S. THEMATIC ROTATION ACTIVE ETF
Shares44.3K
Event2026-03-31
Filed2026-04-28
INVESCO S&P 500 LOW VOLATILITY ETF
153.46%INVESCO S&P 500 LOW VOLATILITY ETF
Shares21.7K
Event2026-03-31
Filed2026-04-28
EATON CORP PLC F
53.32%EATON CORP PLC F
Shares4.4K
Event2026-03-31
Filed2026-04-28
PTRB
226.01%PGIM TOTAL RETURN BOND ETF
Shares38.1K
Event2026-03-31
Filed2026-04-28
TMUS
54.95%T-MOBILE US INC
Shares7.4K
Event2026-03-31
Filed2026-04-28
FTLS
138.15%FIRST TRUST LONG/SHORT EQUITY ETF
Shares22.1K
Event2026-03-31
Filed2026-04-28
IVE
111.45%ISHARES S&P 500 VALUE ETF
Shares7.3K
Event2026-03-31
Filed2026-04-28
CATY
NewCATHAY GEN BANCORP
Shares30.8K
Event2026-03-31
Filed2026-04-28
CRWD
51.10%CROWDSTRIKE HLDGS INC CLASS A
Shares3.9K
Event2026-03-31
Filed2026-04-28
ALL
56.71%ALLSTATE CORP
Shares7.3K
Event2026-03-31
Filed2026-04-28
OKE
85.96%ONEOK INC NEW
Shares16.6K
Event2026-03-31
Filed2026-04-28
XLF
46.12%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares30.4K
Event2026-03-31
Filed2026-04-28
SPHD
NewINVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
Shares29.9K
Event2026-03-31
Filed2026-04-28
CASY
183.36%CASEYS GEN STORES INC
Shares2.0K
Event2026-03-31
Filed2026-04-28
BUFR
115.34%FIRST TR EXCHNG TRADED FD VI
Shares42.9K
Event2026-03-31
Filed2026-04-28
GSST
30.43%GOLDMAN SACHS ETF TR
Shares28.6K
Event2026-03-31
Filed2026-04-28
BRK.A
100.00%BERKSHIRE HATHAWAY INC DCLASS A
Shares2
Event2026-03-31
Filed2026-04-28
VTEB
37.32%VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARES
Shares28.8K
Event2026-03-31
Filed2026-04-28
IJH
45.71%ISHARES CORE S&P MID-CAPETF
Shares21.1K
Event2026-03-31
Filed2026-04-28
IUSV
1.95%ISHARES CORE S&P U.S. VALUE ETF
Shares13.9K
Event2026-03-31
Filed2026-04-28
CTRE
-2.09%CARETRUST REIT INC REIT
Shares38.7K
Event2026-03-31
Filed2026-04-28
SHLD
NewGLOBAL X DEFENSE TECH ETF
Shares20.0K
Event2026-03-31
Filed2026-04-28
DTCR
NewGLOBAL X DATA CENTER & DIGITAL INFRASTRUCTURE ETF
Shares58.5K
Event2026-03-31
Filed2026-04-28
VCIT
97.13%VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN
Shares16.9K
Event2026-03-31
Filed2026-04-28
JBL
98.19%JABIL INC
Shares5.3K
Event2026-03-31
Filed2026-04-28
TWO HARBORS INVESTME
66.84%TWO HARBORS INVESTME
Shares121.6K
Event2026-03-31
Filed2026-04-28
USO
111.16%UNITED STATES OIL FUND, LP
Shares10.9K
Event2026-03-31
Filed2026-04-28
CENCORA INC CLASS SERIES A
108.98%CENCORA INC CLASS SERIES A
Shares4.4K
Event2026-03-31
Filed2026-04-28
BBAG
NewJPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF
Shares29.8K
Event2026-03-31
Filed2026-04-28
ASTRAZENECA PLC F
NewASTRAZENECA PLC F
Shares6.9K
Event2026-03-31
Filed2026-04-28
HUSV
-9.89%FIRST TR EXCH TRADED FD III
Shares35.6K
Event2026-03-31
Filed2026-04-28
CME
13.00%CME GROUP INC CLASS CLASS A
Shares4.6K
Event2026-03-31
Filed2026-04-28
GWW
88.94%GRAINGER W W INC
Shares1.2K
Event2026-03-31
Filed2026-04-28
JCPB
NewJPMORGAN CORE PLUS BOND ETF
Shares28.9K
Event2026-03-31
Filed2026-04-28
FTSM
136.73%FIRST TRUST ENHANCED SHORT MATURITY ETF
Shares22.7K
Event2026-03-31
Filed2026-04-28
ISRG
60.36%INTUITIVE SURGICAL INC
Shares2.9K
Event2026-03-31
Filed2026-04-28
SRE
9.14%SEMPRA
Shares13.9K
Event2026-03-31
Filed2026-04-28
BINC
NewISHARES FLEXIBLE INCOME ACTIVE ETF
Shares25.9K
Event2026-03-31
Filed2026-04-28
XLV
54.27%STATE STREET HEALTH CARESELECT SECTOR SPDR ETF
Shares9.2K
Event2026-03-31
Filed2026-04-28
EFV
208.23%ISHARES MSCI EAFE VALUE ETF
Shares17.9K
Event2026-03-31
Filed2026-04-28
PSEP
NewINNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
Shares30.9K
Event2026-03-31
Filed2026-04-28
TIP
451.12%ISHARES TIPS BOND ETF
Shares12.0K
Event2026-03-31
Filed2026-04-28
BIL
157.30%STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
Shares14.4K
Event2026-03-31
Filed2026-04-28
VIG
NewVANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES
Shares6.1K
Event2026-03-31
Filed2026-04-28
IWM
138.62%ISHARES RUSSELL 2000 ETF
Shares5.3K
Event2026-03-31
Filed2026-04-28
GAL
134.71%SSGA ACTIVE ETF TR
Shares26.6K
Event2026-03-31
Filed2026-04-28
XLC
38.00%STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
Shares11.8K
Event2026-03-31
Filed2026-04-28
HDMV
119.50%FIRST TR EXCH TRADED FD III
Shares35.6K
Event2026-03-31
Filed2026-04-28
DUHP
42.01%DIMENSIONAL US HIGH PROFITABILITY ETF
Shares35.5K
Event2026-03-31
Filed2026-04-28
LAM RESH CORP
46.73%LAM RESH CORP
Shares6.1K
Event2026-03-31
Filed2026-04-28
VNQ
101.13%VANGUARD REAL ESTATE INDEX FUND ETF SHARES
Shares14.5K
Event2026-03-31
Filed2026-04-28
MUNI
NewPIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
Shares24.2K
Event2026-03-31
Filed2026-04-28
CMI
-1.44%CUMMINS INC
Shares2.3K
Event2026-03-31
Filed2026-04-28
AVAV
-2.19%AEROVIRONMENT INC
Shares6.8K
Event2026-03-31
Filed2026-04-28
ITA
239.16%ISHARES U.S. AEROSPACE &DEFENSE ETF
Shares5.7K
Event2026-03-31
Filed2026-04-28
DFAE
11.71%DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
Shares36.5K
Event2026-03-31
Filed2026-04-28
GE AEROSPACE
207.26%GE AEROSPACE
Shares4.3K
Event2026-03-31
Filed2026-04-28
DIS
170.14%DISNEY WALT CO
Shares12.6K
Event2026-03-31
Filed2026-04-28
IRM
86.44%IRON MTN INC NEW REIT
Shares11.8K
Event2026-03-31
Filed2026-04-28
KMI
126.01%KINDER MORGAN INC DEL
Shares36.0K
Event2026-03-31
Filed2026-04-28
VB
NewVANGUARD SMALL-CAP INDEXFUND ETF SHARES
Shares4.5K
Event2026-03-31
Filed2026-04-28
SLV
9.80%ISHARES SILVER TRUST
Shares17.3K
Event2026-03-31
Filed2026-04-28
HLT
59.24%HILTON WORLDWIDE HLDGS I
Shares3.8K
Event2026-03-31
Filed2026-04-28
OUSM
NewALPS O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF SHARES
Shares26.6K
Event2026-03-31
Filed2026-04-28
KMB
163.96%KIMBERLY CLARK CORP
Shares12.1K
Event2026-03-31
Filed2026-04-28
ATO
32.49%ATMOS ENERGY CORP
Shares6.3K
Event2026-03-31
Filed2026-04-28
OUNZ
NewVANECK MERK GOLD TRUST
Shares25.8K
Event2026-03-31
Filed2026-04-28
XLY
36.51%STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
Shares10.6K
Event2026-03-31
Filed2026-04-28
USA
93.83%LIBERTY ALL-STAR EQUITY
Shares209.0K
Event2026-03-31
Filed2026-04-28
COIN
120.56%COINBASE GLOBAL INC CLASS CLASS A
Shares6.6K
Event2026-03-31
Filed2026-04-28
IWD
131.93%ISHARES RUSSELL 1000 VALUE ETF
Shares5.4K
Event2026-03-31
Filed2026-04-28
SCHX
NewSCHWAB U.S. LARGE-CAP ETF
Shares44.7K
Event2026-03-31
Filed2026-04-28
IAGG
NewISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
Shares22.6K
Event2026-03-31
Filed2026-04-28
CAH
76.11%CARDINAL HEALTH INC
Shares5.4K
Event2026-03-31
Filed2026-04-28
GEM
123.63%GOLDMAN SACHS ETF TR
Shares26.2K
Event2026-03-31
Filed2026-04-28
VRT
51.58%VERTIV HLDGS CO CLASS CLASS A
Shares4.5K
Event2026-03-31
Filed2026-04-28
KEMX
NewKRANESHARES MSCI EMERGING MARKETS EX CHINA INDEX ETF
Shares27.5K
Event2026-03-31
Filed2026-04-28
GSEW
NewGOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF
Shares13.2K
Event2026-03-31
Filed2026-04-28
KTOS
19.45%KRATOS DEFENSE & SEC SOL
Shares15.6K
Event2026-03-31
Filed2026-04-28
MEDTRONIC PLC F
89.92%MEDTRONIC PLC F
Shares12.5K
Event2026-03-31
Filed2026-04-28
KLAC
53.88%KLA CORP
Shares734
Event2026-03-31
Filed2026-04-28
SUB
NewISHARES SHORT-TERM NATIONAL MUNI BOND ETF
Shares10.0K
Event2026-03-31
Filed2026-04-28
AEM
101.62%AGNICO EAGLE MINES LTD F
Shares5.2K
Event2026-03-31
Filed2026-04-28
FALN
122.85%ISHARES FALLEN ANGELS USD BOND ETF
Shares39.7K
Event2026-03-31
Filed2026-04-28
USIG
41.63%ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
Shares20.7K
Event2026-03-31
Filed2026-04-28
DHR
118.15%DANAHER CORP
Shares5.4K
Event2026-03-31
Filed2026-04-28
PAYX
35.10%PAYCHEX INC
Shares11.2K
Event2026-03-31
Filed2026-04-28
STRL
82.62%STERLING INFRASTRUCTURE
Shares2.5K
Event2026-03-31
Filed2026-04-28
GAB
95.06%GABELLI EQUITY TRUST
Shares181.8K
Event2026-03-31
Filed2026-04-28
NEM
NewNEWMONT CORP
Shares9.4K
Event2026-03-31
Filed2026-04-28
DLR
147.00%DIGITAL RLTY TR INC REIT
Shares5.6K
Event2026-03-31
Filed2026-04-28
SEAGATE TECHNOLOGY H F
28.69%SEAGATE TECHNOLOGY H F
Shares2.6K
Event2026-03-31
Filed2026-04-28
LDOS
232.70%LEIDOS HLDGS INC
Shares6.5K
Event2026-03-31
Filed2026-04-28
SPAB
NewSPDR SERIES TRUST
Shares39.1K
Event2026-03-31
Filed2026-04-28
GBTC
136.38%GRAYSCALE BITCOIN TRUST ETF
Shares18.9K
Event2026-03-31
Filed2026-04-28
TLH
NewISHARES 10-20 YEAR TREASURY BOND ETF
Shares9.8K
Event2026-03-31
Filed2026-04-28
XLU
35.75%STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares21.6K
Event2026-03-31
Filed2026-04-28
IEMG
93.37%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares14.2K
Event2026-03-31
Filed2026-04-28
MPC
NewMARATHON PETE CORP
Shares4.1K
Event2026-03-31
Filed2026-04-28
BP
62.84%BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS
Shares21.0K
Event2026-03-31
Filed2026-04-28
ECAT
8.60%BLACKROCK ESG CAP ALLC TERM
Shares72.2K
Event2026-03-31
Filed2026-04-28
IEF
125.85%ISHARES 7-10 YEAR TREASURY BOND ETF
Shares10.2K
Event2026-03-31
Filed2026-04-28
KMLM
NewKRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF
Shares34.6K
Event2026-03-31
Filed2026-04-28
PLD
105.00%PROLOGIS INC REIT
Shares7.3K
Event2026-03-31
Filed2026-04-28
HWM
146.31%HOWMET AEROSPACE INC
Shares4.2K
Event2026-03-31
Filed2026-04-28
TAIL
NewCAMBRIA TAIL RISK ETF
Shares82.0K
Event2026-03-31
Filed2026-04-28
IYW
146.75%ISHARES U.S. TECHNOLOGY ETF
Shares5.3K
Event2026-03-31
Filed2026-04-28
IESC
95.71%IES HLDGS INC
Shares2.0K
Event2026-03-31
Filed2026-04-28
GBDC
116.20%GOLUB CAP BDC INC
Shares75.2K
Event2026-03-31
Filed2026-04-28
SOXX
130.67%ISHARES SEMICONDUCTOR ETF
Shares2.9K
Event2026-03-31
Filed2026-04-28
SCHZ
179.31%SCHWAB U.S. AGGREGATE BOND ETF
Shares40.6K
Event2026-03-31
Filed2026-04-28
BTI
155.10%BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares16.0K
Event2026-03-31
Filed2026-04-28
MINT
NewPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
Shares9.3K
Event2026-03-31
Filed2026-04-28
UNH
44.44%UNITEDHEALTH GROUP INC
Shares3.5K
Event2026-03-31
Filed2026-04-28
PWRD
12.43%TCW ETF TRUST
Shares9.5K
Event2026-03-31
Filed2026-04-28
WM
46.58%WASTE MGMT INC DEL
Shares4.0K
Event2026-03-31
Filed2026-04-28
VIPER ENERGY INC NEW CLASS CLASS A
NewVIPER ENERGY INC NEW CLASS CLASS A
Shares19.2K
Event2026-03-31
Filed2026-04-28
TGT
NewTARGET CORP EQUITY CLASS EQUITY
Shares7.4K
Event2026-03-31
Filed2026-04-28
BND
46.83%VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES
Shares12.1K
Event2026-03-31
Filed2026-04-28
FRTY
21.87%THE ALGER ETF TRUST
Shares45.7K
Event2026-03-31
Filed2026-04-28
COF
39.92%CAPITAL ONE FINL CORP
Shares4.8K
Event2026-03-31
Filed2026-04-28
BIBL
-6.40%NORTHERN LTS FD TR IV
Shares18.4K
Event2026-03-31
Filed2026-04-28
IBDV
152.88%ISHARES IBONDS DEC 2030 TERM CORPORATE ETF
Shares39.5K
Event2026-03-31
Filed2026-04-28
VLO
49.31%VALERO ENERGY CORP NEW
Shares3.5K
Event2026-03-31
Filed2026-04-28
DFUS
19.05%DIMENSIONAL U.S. EQUITY MARKET ETF
Shares12.1K
Event2026-03-31
Filed2026-04-28
HSBC
113.65%HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS
Shares10.4K
Event2026-03-31
Filed2026-04-28
XLP
38.47%STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
Shares10.4K
Event2026-03-31
Filed2026-04-28
SYK
72.10%STRYKER CORP
Shares2.6K
Event2026-03-31
Filed2026-04-28
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
25.80%UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares14.9K
Event2026-03-31
Filed2026-04-28
ALPS O'SHARES U.S. QUALITY DIVIDEND ETF SHARES
NewALPS O'SHARES U.S. QUALITY DIVIDEND ETF SHARES
Shares15.3K
Event2026-03-31
Filed2026-04-28
PSX
53.67%PHILLIPS 66
Shares4.7K
Event2026-03-31
Filed2026-04-28
WEC ENERGY GROUP INC
114.53%WEC ENERGY GROUP INC
Shares7.3K
Event2026-03-31
Filed2026-04-28
APH
110.41%AMPHENOL CORP NEW CLASS CLASS A
Shares6.7K
Event2026-03-31
Filed2026-04-28
RL
NewRALPH LAUREN CORP CLASS CLASS A
Shares2.4K
Event2026-03-31
Filed2026-04-28
CRCL
NewCIRCLE INTERNET GROUP INCLASS A
Shares8.7K
Event2026-03-31
Filed2026-04-28
VNLA
0.26%JANUS HENDERSON SHORT DURATION INCOME ETF
Shares16.9K
Event2026-03-31
Filed2026-04-28
FDL
NewFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
Shares16.1K
Event2026-03-31
Filed2026-04-28
VGK
37.56%VANGUARD FTSE EUROPE ETF
Shares9.8K
Event2026-03-31
Filed2026-04-28
MAIN
99.08%MAIN STR CAP CORP
Shares15.3K
Event2026-03-31
Filed2026-04-28
JCI
25.26%JOHNSON CONTROLS INT F
Shares6.2K
Event2026-03-31
Filed2026-04-28
SAN
105.80%BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares71.1K
Event2026-03-31
Filed2026-04-28
SPGI
-35.78%S&P GLOBAL INC
Shares1.9K
Event2026-03-31
Filed2026-04-28
XSOE
101.54%WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
Shares19.6K
Event2026-03-31
Filed2026-04-28
HBAN
130.25%HUNTINGTON BANCSHARES IN
Shares50.3K
Event2026-03-31
Filed2026-04-28
MFSM
NewMFS ACTIVE EXCHANGE TRADED F
Shares31.5K
Event2026-03-31
Filed2026-04-28
NLR
NewVANECK URANIUM AND NUCLEAR ETF
Shares5.9K
Event2026-03-31
Filed2026-04-28
FDX
55.34%FEDEX CORP
Shares2.2K
Event2026-03-31
Filed2026-04-28
ORI
-0.93%OLD REP INTL CORP
Shares19.4K
Event2026-03-31
Filed2026-04-28
EQIN
36.94%COLUMBIA U.S. EQUITY INCOME ETF
Shares15.6K
Event2026-03-31
Filed2026-04-28
HEWJ
51.27%ISHARES CURRENCY HEDGED MSCI JAPAN ETF
Shares13.6K
Event2026-03-31
Filed2026-04-28
TRTX
-2.12%TPG RE FIN TR INC
Shares97.0K
Event2026-03-31
Filed2026-04-28
FAST
59.62%FASTENAL CO
Shares16.2K
Event2026-03-31
Filed2026-04-28
VGT
34.46%VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES
Shares1.1K
Event2026-03-31
Filed2026-04-28
DFIC
31.49%DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
Shares21.1K
Event2026-03-31
Filed2026-04-28
CALF
91.30%PACER US SMALL CAP CASH COWS 100 ETF
Shares16.5K
Event2026-03-31
Filed2026-04-28
GUG
1.85%GUGGENHEIM ACTIVE ALLOC FD
Shares48.6K
Event2026-03-31
Filed2026-04-28
BOTZ
19.94%GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
Shares22.2K
Event2026-03-31
Filed2026-04-28
VYM
93.11%VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
Shares4.9K
Event2026-03-31
Filed2026-04-28
NAC
NewNUVEEN CA QUALITY MUNI I
Shares62.3K
Event2026-03-31
Filed2026-04-28
WDIV
101.72%STATE STREET SPDR S&P GLOBAL DIVIDEND ETF
Shares9.4K
Event2026-03-31
Filed2026-04-28
UAA
57.65%UNDER ARMOUR INC
Shares122.0K
Event2026-03-31
Filed2026-04-28
IQDG
-27.36%WISDOMTREE INTERNATIONALQUALITY DIVIDEND GROWTH FUND
Shares17.9K
Event2026-03-31
Filed2026-04-28
VIK
NewVIKING HLDGS LTD F
Shares9.8K
Event2026-03-31
Filed2026-04-28
CMCSA
39.30%COMCAST CORP NEW CLASS A
Shares24.9K
Event2026-03-31
Filed2026-04-28
DRI
3.65%DARDEN RESTAURANTS INC
Shares3.6K
Event2026-03-31
Filed2026-04-28
VXF
NewVANGUARD EXTENDED MARKETINDEX FUND ETF SHARES
Shares3.5K
Event2026-03-31
Filed2026-04-28
RAAX
NewVANECK REAL ASSETS ETF
Shares17.4K
Event2026-03-31
Filed2026-04-28
PEG
6.06%PUBLIC SVC ENTERPRISE GR
Shares8.7K
Event2026-03-31
Filed2026-04-28
CVS
-3.54%CVS HEALTH CORP
Shares9.8K
Event2026-03-31
Filed2026-04-28
DGRS
NewWISDOMTREE TR
Shares13.1K
Event2026-03-31
Filed2026-04-28
ALB
NewALBEMARLE CORP
Shares3.9K
Event2026-03-31
Filed2026-04-28
SAP
114.07%SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares4.1K
Event2026-03-31
Filed2026-04-28
PHO
19.95%INVESCO WATER RESOURCES ETF
Shares10.4K
Event2026-03-31
Filed2026-04-28
GIS
NewGENERAL MILLS INC
Shares18.6K
Event2026-03-31
Filed2026-04-28
PHYL
1.23%PGIM ETF TR
Shares20.0K
Event2026-03-31
Filed2026-04-28
KRBN
NewKRANESHARES GLOBAL CARBON ETF
Shares23.2K
Event2026-03-31
Filed2026-04-28
TLT
4.34%ISHARES 20 YEAR TREASURY BOND ETF
Shares7.9K
Event2026-03-31
Filed2026-04-28
BAB
-18.65%INVESCO TAXABLE MUNICIPAL BOND ETF
Shares25.4K
Event2026-03-31
Filed2026-04-28
TQQQ
100.80%PROSHARES ULTRAPRO QQQ
Shares16.3K
Event2026-03-31
Filed2026-04-28
BSX
-12.20%BOSTON SCIENTIFIC CORP
Shares10.8K
Event2026-03-31
Filed2026-04-28
SNA
2.54%SNAP ON INC
Shares1.9K
Event2026-03-31
Filed2026-04-28
IVW
NewISHARES S&P 500 GROWTH ETF
Shares6.0K
Event2026-03-31
Filed2026-04-28
EVRG
96.37%EVERGY INC
Shares8.2K
Event2026-03-31
Filed2026-04-28
WELL
33.19%WELLTOWER INC REIT
Shares3.4K
Event2026-03-31
Filed2026-04-28
STANLEY BLACK & DECKER I
NewSTANLEY BLACK & DECKER I
Shares9.4K
Event2026-03-31
Filed2026-04-28
SPYV
NewSTATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
Shares11.8K
Event2026-03-31
Filed2026-04-28
LAMR
-0.85%LAMAR ADVERTISING CO
Shares5.2K
Event2026-03-31
Filed2026-04-28
DFIS
0.00%DIMENSIONAL ETF TRUST
Shares19.6K
Event2026-03-31
Filed2026-04-28
KWEB
NewKRANESHARES CSI CHINA INTERNET ETF
Shares23.2K
Event2026-03-31
Filed2026-04-28
DFAC
220.20%DIMENSIONAL U.S. CORE EQUITY 2 ETF
Shares16.9K
Event2026-03-31
Filed2026-04-28
VYMI
NewVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
Shares6.9K
Event2026-03-31
Filed2026-04-28
ADM
58.60%ARCHER-DANIELS MIDLAND C
Shares8.9K
Event2026-03-31
Filed2026-04-28
GL
-0.22%GLOBE LIFE INC
Shares4.6K
Event2026-03-31
Filed2026-04-28
ES
74.67%EVERSOURCE ENERGY
Shares9.2K
Event2026-03-31
Filed2026-04-28
FLOWSTONE OPPORTUNITY FUND CLASS I
NewFLOWSTONE OPPORTUNITY FUND CLASS I
Shares36.7K
Event2026-03-31
Filed2026-04-28
KBA
NewKRANESHARES BOSERA MSCI CHINA A 50 CONNECT INDEXETF
Shares20.9K
Event2026-03-31
Filed2026-04-28
SHW
91.59%SHERWIN-WILLIAMS CO
Shares2.0K
Event2026-03-31
Filed2026-04-28
EQL
NewALPS EQUAL SECTOR WEIGHTETF
Shares13.2K
Event2026-03-31
Filed2026-04-28
AMAT
NewAPPLIED MATLS INC
Shares1.8K
Event2026-03-31
Filed2026-04-28
IVOL
NewQUADRATIC INTEREST RATE VOLATILITY AND INFLATIONHEDGE ETF NEW
Shares33.5K
Event2026-03-31
Filed2026-04-28
GLW
NewCORNING INC
Shares4.6K
Event2026-03-31
Filed2026-04-28
CINF
82.60%CINCINNATI FINL CORP
Shares4.0K
Event2026-03-31
Filed2026-04-28
EA SERIES TRUST
NewEA SERIES TRUST
Shares17.2K
Event2026-03-31
Filed2026-04-28
ICE
53.42%INTERCONTINENTAL EXCHANG
Shares3.9K
Event2026-03-31
Filed2026-04-28
VXUS
175.96%VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES
Shares8.0K
Event2026-03-31
Filed2026-04-28
XLB
29.31%STATE STREET MATERIALS SELECT SECTOR SPDR ETF
Shares12.4K
Event2026-03-31
Filed2026-04-28
EEM
106.24%ISHARES MSCI EMERGING MARKETS ETF
Shares10.9K
Event2026-03-31
Filed2026-04-28
GPC
59.40%GENUINE PARTS CO
Shares5.8K
Event2026-03-31
Filed2026-04-28
BBIN
NewJPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF
Shares8.4K
Event2026-03-31
Filed2026-04-28
CHRW
48.62%C H ROBINSON WORLDWIDE I
Shares3.7K
Event2026-03-31
Filed2026-04-28
KEY
119.19%KEYCORP NEW
Shares30.1K
Event2026-03-31
Filed2026-04-28
SCHJ
111.34%SCHWAB 1-5 YEAR CORPORATE BOND ETF
Shares24.3K
Event2026-03-31
Filed2026-04-28
EFG
NewISHARES MSCI EAFE GROWTHETF
Shares5.4K
Event2026-03-31
Filed2026-04-28
CCEP
80.53%COCA-COLA EUROPACIFIC F
Shares6.6K
Event2026-03-31
Filed2026-04-28
KKR & CO INC
-33.61%KKR & CO INC
Shares6.4K
Event2026-03-31
Filed2026-04-28
LTC
NewLTC PPTYS INC REIT
Shares15.9K
Event2026-03-31
Filed2026-04-28
HINES GLOBAL INCOME TRUS
NewHINES GLOBAL INCOME TRUS
Shares59.8K
Event2026-03-31
Filed2026-04-28
RVNU
92.22%XTRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETF
Shares23.7K
Event2026-03-31
Filed2026-04-28
REMX
NewVANECK RARE EARTH AND STRATEGIC METALS ETF
Shares6.6K
Event2026-03-31
Filed2026-04-28
VWO
49.03%VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES
Shares10.8K
Event2026-03-31
Filed2026-04-28
PTL
13.49%NORTHERN LTS FD TR IV
Shares2.3K
Event2026-03-31
Filed2026-04-28
MTGP
99.94%WISDOMTREE MORTGAGE PLUSBOND FUND
Shares13.1K
Event2026-03-31
Filed2026-04-28
ENB
65.89%ENBRIDGE INC F
Shares10.6K
Event2026-03-31
Filed2026-04-28
CNEQ
24.05%THE ALGER ETF TRUST
Shares18.3K
Event2026-03-31
Filed2026-04-28
STIP
NewISHARES 0-5 YEAR TIPS BOND ETF
Shares5.5K
Event2026-03-31
Filed2026-04-28
KRANESHARES MAN BUYOUT BETA INDEX ETF
NewKRANESHARES MAN BUYOUT BETA INDEX ETF
Shares20.5K
Event2026-03-31
Filed2026-04-28
VTWV
NewVANGUARD RUSSELL 2000 VALUE INDEX FUND ETF SHARES
Shares3.4K
Event2026-03-31
Filed2026-04-28
SHOP
143.40%SHOPIFY INC FCLASS CLASS A
Shares4.8K
Event2026-03-31
Filed2026-04-28
XYZ
52.00%BLOCK INC A CLASS CLASS A
Shares9.4K
Event2026-03-31
Filed2026-04-28
NTNL STORAGE AFF 6 PFDPFD SER B
NewNTNL STORAGE AFF 6 PFDPFD SER B
Shares14.1K
Event2026-03-31
Filed2026-04-28
PPL
22.67%PPL CORP
Shares14.7K
Event2026-03-31
Filed2026-04-28
LITE
22.79%LUMENTUM HLDGS INC
Shares792
Event2026-03-31
Filed2026-04-28
APOLLO GLOBAL MGMT INC NCLASS CLASS A
26.14%APOLLO GLOBAL MGMT INC NCLASS CLASS A
Shares5.0K
Event2026-03-31
Filed2026-04-28
DFEN
114.51%DIREXION DLY AEROSPACE& DEF BL 3X SHSETF
Shares8.8K
Event2026-03-31
Filed2026-04-28
APP
143.01%APPLOVIN CORP CLASS CLASS A
Shares1.4K
Event2026-03-31
Filed2026-04-28
MGC
113.68%VANGUARD MEGA CAP INDEX FUND ETF SHARES
Shares2.3K
Event2026-03-31
Filed2026-04-28
EZM
34.71%WISDOMTREE U.S. MIDCAP EARNINGS FUND
Shares8.2K
Event2026-03-31
Filed2026-04-28
DGRO
NewISHARES CORE DIVIDEND GROWTH ETF
Shares7.8K
Event2026-03-31
Filed2026-04-28
AMT
32.21%AMERICAN TOWER CORP NEW REIT
Shares3.1K
Event2026-03-31
Filed2026-04-28
EXPD
NewEXPEDITORS INTL WASH INCCLASS CLASS A
Shares3.8K
Event2026-03-31
Filed2026-04-28
JGLO
NewJPMORGAN GLOBAL SELECT EQUITY ETF
Shares8.3K
Event2026-03-31
Filed2026-04-28
APD
63.41%AIR PRODS & CHEMS INC
Shares1.9K
Event2026-03-31
Filed2026-04-28
AXON
NewAXON ENTERPRISE INC
Shares1.3K
Event2026-03-31
Filed2026-04-28
GM
18.02%GENERAL MTRS CO
Shares7.2K
Event2026-03-31
Filed2026-04-28
SPOT
112.55%SPOTIFY TECHNOLOGY S A F
Shares1.1K
Event2026-03-31
Filed2026-04-28
EIX
NewEDISON INTL
Shares7.3K
Event2026-03-31
Filed2026-04-28
SCHP
NewSCHWAB U.S. TIPS ETF
Shares20.1K
Event2026-03-31
Filed2026-04-28
DKS
-14.12%DICKS SPORTING GOODS INC
Shares2.7K
Event2026-03-31
Filed2026-04-28
LNG
-33.80%CHENIERE ENERGY INC
Shares1.9K
Event2026-03-31
Filed2026-04-28
THE CIGNA GROUP
NewTHE CIGNA GROUP
Shares2.0K
Event2026-03-31
Filed2026-04-28
ADC
-3.78%AGREE RLTY CORP
Shares6.9K
Event2026-03-31
Filed2026-04-28
WSO
-1.78%WATSCO INC
Shares1.4K
Event2026-03-31
Filed2026-04-28
URI
-10.40%UNITED RENTALS INC
Shares715
Event2026-03-31
Filed2026-04-28
INTC
82.88%INTEL CORP
Shares11.8K
Event2026-03-31
Filed2026-04-28
IHDG
-52.95%WISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUND
Shares10.8K
Event2026-03-31
Filed2026-04-28
LUV
15.69%SOUTHWEST AIRLS CO
Shares13.8K
Event2026-03-31
Filed2026-04-28
QYLD
NewGLOBAL X NASDAQ 100 COVERED CALL ETF
Shares30.2K
Event2026-03-31
Filed2026-04-28
NUSC
47.72%NUVEEN ESG SMALL-CAP ETF
Shares11.4K
Event2026-03-31
Filed2026-04-28
OBDC
-0.02%BLUE OWL CAPITAL CORPORATION
Shares46.4K
Event2026-03-31
Filed2026-04-28
XLRE
27.87%STATE STREET REAL ESTATESELECT SECTOR SPDR ETF
Shares12.6K
Event2026-03-31
Filed2026-04-28
EQX
NewEQUINOX GOLD CORP F
Shares35.5K
Event2026-03-31
Filed2026-04-28
PSLV
NewSPROTT PHYSICAL SILVER E
Shares20.9K
Event2026-03-31
Filed2026-04-28
MYN
NewBLACKROCK MUNIYIELD NY Q
Shares53.2K
Event2026-03-31
Filed2026-04-28
NDSN
NewNORDSON CORP
Shares1.9K
Event2026-03-31
Filed2026-04-28
MMSI
NewMERIT MED SYS INC
Shares7.3K
Event2026-03-31
Filed2026-04-28
PH
70.61%PARKER-HANNIFIN CORP
Shares563
Event2026-03-31
Filed2026-04-28
ARISTA NETWORKS INC
28.18%ARISTA NETWORKS INC
Shares4.1K
Event2026-03-31
Filed2026-04-28
NBIS
NewNEBIUS GROUP N V A FCLASS A
Shares4.8K
Event2026-03-31
Filed2026-04-28
MNST
NewMONSTER BEVERAGE CORP NE
Shares6.9K
Event2026-03-31
Filed2026-04-28
ADP
3.37%AUTOMATIC DATA PROCESSIN
Shares2.5K
Event2026-03-31
Filed2026-04-28
GRNB
NewVANECK ETF TRUST
Shares20.8K
Event2026-03-31
Filed2026-04-28
ROKU
94.78%ROKU INC CLASS A
Shares5.2K
Event2026-03-31
Filed2026-04-28
NUEM
NewNUSHARES ETF TR
Shares13.3K
Event2026-03-31
Filed2026-04-28
BKNG
163.64%BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES
Shares116
Event2026-03-31
Filed2026-04-28
APLD
121.74%APPLIED DIGITAL CORP
Shares20.2K
Event2026-03-31
Filed2026-04-28
LHX
31.93%L3HARRIS TECHNOLOGIES IN
Shares1.4K
Event2026-03-31
Filed2026-04-28
DFSU
30.51%DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
Shares11.5K
Event2026-03-31
Filed2026-04-28
KSPY
NewKRANESHARES HEDGEYE HEDGED EQUITY INDEX ETF
Shares17.1K
Event2026-03-31
Filed2026-04-28
ARCC
81.38%ARES CAP CORP EQUITY CLASS EQUITY
Shares25.9K
Event2026-03-31
Filed2026-04-28
SMLF
-6.34%ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF
Shares6.2K
Event2026-03-31
Filed2026-04-28
AIRBUS SE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS
NewAIRBUS SE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS
Shares9.8K
Event2026-03-31
Filed2026-04-28
BEN
33.69%FRANKLIN RES INC
Shares19.5K
Event2026-03-31
Filed2026-04-28
NOW
-38.73%SERVICENOW INC
Shares4.4K
Event2026-03-31
Filed2026-04-28
REM
NewISHARES MORTGAGE REAL ESTATE CAPPED ETF
Shares21.3K
Event2026-03-31
Filed2026-04-28
TEQI
NewT. ROWE PRICE EQUITY INCOME ETF
Shares10.1K
Event2026-03-31
Filed2026-04-28
QQMG
100.00%INVESCO ESG NASDAQ 100 ETF
Shares11.4K
Event2026-03-31
Filed2026-04-28
MPLX
NewMPLX LP LP
Shares7.8K
Event2026-03-31
Filed2026-04-28
TRV
49.46%TRAVELERS COS INC
Shares1.5K
Event2026-03-31
Filed2026-04-28
MAR
27.10%MARRIOTT INTL INC NEW CLASS CLASS A
Shares1.4K
Event2026-03-31
Filed2026-04-28
KRANESHARES ARTIFICIAL INTELLIGENCE AND TECHNOLOGY ETF
NewKRANESHARES ARTIFICIAL INTELLIGENCE AND TECHNOLOGY ETF
Shares13.5K
Event2026-03-31
Filed2026-04-28
PHM
25.11%PULTEGROUP INC
Shares3.8K
Event2026-03-31
Filed2026-04-28
IUSG
NewISHARES CORE S&P U.S. GROWTH ETF
Shares2.8K
Event2026-03-31
Filed2026-04-28
ARES
-7.88%ARES MGMT CORP CLASS CLASS A
Shares4.0K
Event2026-03-31
Filed2026-04-28
CTVA
20.98%CORTEVA INC
Shares5.2K
Event2026-03-31
Filed2026-04-28
SEPI
65.47%SCM TRUST
Shares17.5K
Event2026-03-31
Filed2026-04-28
DFAU
6.60%DIMENSIONAL ETF TRUST
Shares9.7K
Event2026-03-31
Filed2026-04-28
KVUE
26.21%KENVUE INC
Shares25.3K
Event2026-03-31
Filed2026-04-28
PRU
88.38%PRUDENTIAL FINL INC
Shares4.4K
Event2026-03-31
Filed2026-04-28
EFA
72.71%ISHARES MSCI EAFE ETF
Shares4.4K
Event2026-03-31
Filed2026-04-28
OMFL
0.23%INVESCO EXCH TRD SLF IDX FD
Shares7.0K
Event2026-03-31
Filed2026-04-28
SYY
-6.04%SYSCO CORP
Shares5.9K
Event2026-03-31
Filed2026-04-28
URTY
93.30%PROSHARES ULTRAPRO RUSSELL2000
Shares8.2K
Event2026-03-31
Filed2026-04-28
NVS
83.44%NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares2.7K
Event2026-03-31
Filed2026-04-28
INTU
44.88%INTUIT
Shares962
Event2026-03-31
Filed2026-04-28
NEAR
NewISHARES SHORT DURATION BOND ACTIVE ETF
Shares8.2K
Event2026-03-31
Filed2026-04-28
BABA
98.68%ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
Shares3.3K
Event2026-03-31
Filed2026-04-28
CROWN CASTLE INC REIT REIT
17.76%CROWN CASTLE INC REIT REIT
Shares5.1K
Event2026-03-31
Filed2026-04-28
AFL
-22.49%AFLAC INC
Shares3.8K
Event2026-03-31
Filed2026-04-28
JMST
NewJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
Shares8.1K
Event2026-03-31
Filed2026-04-28
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available