Sponsored

The Analysis of GUGGENHEIM CAPITAL LLC's Holdings & P&L

Currently, GUGGENHEIM CAPITAL LLC holds 1594 types of securities in its portfolio with a total value $12.6B. In the most recent quarter, they have increased their positions in WMT (+932.1K shares, valued at $115.8M), SPXX (+864.3K shares, valued at $13.9M), MYI (+815.0K shares, valued at $8.6M); decreased their positions in NVDA (-526.8K shares, valued at $91.9M), AAPL (-305.0K shares, valued at $77.4M), MSFT (-140.6K shares, valued at $52.1M); initiated new positions in N/A (+185.4K shares, valued at $7.4M), N/A (+350.6K shares, valued at $4.1M).

1M P&L

+725.3M+6.11%

3M P&L

+1.1B+9.67%

HY P&L

+1.9B+17.45%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A2.3B

18.8%

2Semiconductors1.2B

10.2%

3Software - Infrastructure795.4M

6.6%

Top Industries by Stock Count

1N/A288 stocks

17.5%

2Biotechnology72 stocks

4.4%

3Banks - Regional54 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION2.6M shares-16.91%2026-03-312026-05-15

AAPL APPLE INC1.5M shares-17.24%2026-03-312026-05-15

MSFT MICROSOFT CORP803.7K shares-14.89%2026-03-312026-05-15

BROADCOM INC BROADCOM INC778.5K shares-9.51%2026-03-312026-05-15

AMZN AMAZON COM INC1.1M shares-15.97%2026-03-312026-05-15

ALPHABET INC ALPHABET INC718.7K shares-16.94%2026-03-312026-05-15

META META PLATFORMS INC329.4K shares-14.97%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP813.8K shares-8.88%2026-03-312026-05-15

Sponsored

WMT WALMART INC1.3M shares274.31%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC440.3K shares-15.34%2026-03-312026-05-15

TSLA TESLA INC386.0K shares-5.94%2026-03-312026-05-15

AMAT APPLIED MATLS INC415.5K shares-14.33%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION134.6K shares-12.74%2026-03-312026-05-15

CSCO CISCO SYS INC1.7M shares-11.83%2026-03-312026-05-15

ALPHABET INC ALPHABET INC425.6K shares-20.38%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC529.5K shares-11.25%2026-03-312026-05-15

Sponsored

SPY STATE STR SPDR S&P 500 ETF T148.6K shares-19.63%2026-03-312026-05-15

NFLX NETFLIX INC.1.0M shares-15.18%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC794.9K shares2.73%2026-03-312026-05-15

WM WASTE MGMT INC DEL375.5K shares-0.82%2026-03-312026-05-15

QCOM QUALCOMM INC663.5K shares-11.92%2026-03-312026-05-15

PEP PEPSICO INC550.1K shares-8.52%2026-03-312026-05-15

V VISA INC271.0K shares-4.05%2026-03-312026-05-15

AMGN AMGEN INC225.9K shares-10.52%2026-03-312026-05-15

Sponsored

JNJ JOHNSON & JOHNSON299.9K shares-9.07%2026-03-312026-05-15

IVV ISHARES TR111.4K shares-18.34%2026-03-312026-05-15

CVX CHEVRON CORPORATION351.8K shares9.78%2026-03-312026-05-15

KLAC KLA CORP48.7K shares-12.51%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC469.2K shares-18.75%2026-03-312026-05-15

XOM EXXON MOBIL CORP396.3K shares-6.79%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO228.5K shares-8.07%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC15.6K shares-7.74%2026-03-312026-05-15

Sponsored

MA MASTERCARD INCORPORATED122.0K shares-1.22%2026-03-312026-05-15

ADI ANALOG DEVICES INC186.6K shares-13.48%2026-03-312026-05-15

GILD GILEAD SCIENCES INC416.5K shares-19.57%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC627.1K shares5.02%2026-03-312026-05-15

MCD MCDONALDS CORP183.1K shares-3.81%2026-03-312026-05-15

MDLZ MONDELEZ INTL INC977.8K shares-7.99%2026-03-312026-05-15

ADBE ADOBE INC221.3K shares-7.97%2026-03-312026-05-15

ABBV ABBVIE INC245.7K shares-7.35%2026-03-312026-05-15

Sponsored

GS GOLDMAN SACHS GROUP INC62.8K shares-6.94%2026-03-312026-05-15

HON HONEYWELL INTL INC230.0K shares-8.83%2026-03-312026-05-15

KO COCA COLA CO678.0K shares-3.01%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC1.0M shares1.12%2026-03-312026-05-15

INTC INTEL CORP1.1M shares-14.82%2026-03-312026-05-15

CMCSA COMCAST CORP NEW1.7M shares-3.96%2026-03-312026-05-15

UNP UNION PAC CORP200.0K shares-1.00%2026-03-312026-05-15

SHY ISHARES TR573.0K shares-4.42%2026-03-312026-05-15

Sponsored

HD HOME DEPOT INC143.1K shares12.06%2026-03-312026-05-15

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC470.5K shares6.44%2026-03-312026-05-15

SNPS SYNOPSYS INC114.8K shares-10.63%2026-03-312026-05-15

LINDE PLC LINDE PLC91.8K shares5.55%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC100.4K shares-0.65%2026-03-312026-05-15

TMUS T-MOBILE US INC213.0K shares-23.78%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC97.0K shares-7.19%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP65.4K shares8.16%2026-03-312026-05-15

Sponsored

PANW PALO ALTO NETWORKS INC275.1K shares-5.57%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW335.9K shares-2.31%2026-03-312026-05-15

TXN TEXAS INSTRS INC225.2K shares-16.53%2026-03-312026-05-15

ZTS ZOETIS INC361.9K shares7.00%2026-03-312026-05-15

DASH DOORDASH INC282.1K shares3.03%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE IN259.1K shares3.81%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP145.1K shares9.18%2026-03-312026-05-15

NAC NUVEEN CA DIVI ADV MUN3.4M shares16.91%2026-03-312026-05-15

Sponsored

PFE PFIZER INC1.4M shares13.19%2026-03-312026-05-15

CMI CUMMINS INC69.7K shares-4.28%2026-03-312026-05-15

NVG NUVEEN AMT FREE MUN CR INC F3.0M shares15.58%2026-03-312026-05-15

NEE NEXTERA ENERGY INC390.8K shares-9.11%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO111.8K shares-20.21%2026-03-312026-05-15

WELL WELLTOWER INC180.8K shares8.67%2026-03-312026-05-15

NAD NUVEEN QUALITY MUNCP INCOME3.1M shares19.26%2026-03-312026-05-15

NEA NUVEEN AMT FREE QLTY MUN INC3.1M shares26.02%2026-03-312026-05-15

Sponsored

ADP AUTOMATIC DATA PROCESSING IN169.7K shares-18.09%2026-03-312026-05-15

GLD SPDR GOLD TR80.1K shares6.99%2026-03-312026-05-15

ADSK AUTODESK INC143.8K shares24.89%2026-03-312026-05-15

CAT CATERPILLAR INC48.4K shares-10.18%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO564.1K shares-3.15%2026-03-312026-05-15

CTAS CINTAS CORP196.1K shares6.88%2026-03-312026-05-15

REGN REGENERON PHARMACEUTICALS42.9K shares-4.47%2026-03-312026-05-15

JCI JOHNSON CONTROLS INTERNATION252.7K shares-24.93%2026-03-312026-05-15

Sponsored

LLY ELI LILLY & CO35.4K shares3.71%2026-03-312026-05-15

SBUX STARBUCKS CORP362.0K shares-28.31%2026-03-312026-05-15

PG PROCTER & GAMBLE CO215.0K shares12.12%2026-03-312026-05-15

JMBS JANUS DETROIT STR TR685.2K shares12.72%2026-03-312026-05-15

DE DEERE & CO54.8K shares-13.69%2026-03-312026-05-15

INTU INTUIT66.1K shares-5.45%2026-03-312026-05-15

APP APPLOVIN CORP71.1K shares-11.92%2026-03-312026-05-15

MUC BLACKROCK MUNIHLDNGS CALI2.7M shares9.46%2026-03-312026-05-15

Sponsored

AEP AMERICAN ELEC PWR CO INC214.9K shares-10.68%2026-03-312026-05-15

SHOP SHOPIFY INC235.7K shares-18.86%2026-03-312026-05-15

NEM NEWMONT CORP253.9K shares-10.37%2026-03-312026-05-15

XEL XCEL ENERGY INC344.2K shares-2.60%2026-03-312026-05-15

NOW SERVICENOW INC259.9K shares23.44%2026-03-312026-05-15

WDAY WORKDAY INC206.7K shares14.71%2026-03-312026-05-15

CPRT COPART INC796.6K shares-2.08%2026-03-312026-05-15

CSX CSX CORP644.0K shares-5.29%2026-03-312026-05-15

Sponsored

IBM INTERNATIONAL BUSINESS MACHS108.9K shares-6.77%2026-03-312026-05-15

NUV NUVEEN MUN VALUE FD INC2.9M shares15.82%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC301.9K shares-9.86%2026-03-312026-05-15

NZF NUVEEN MUN CR INCOME FD2.1M shares19.41%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE89.9K shares34.80%2026-03-312026-05-15

TJX TJX COS INC NEW156.1K shares9.34%2026-03-312026-05-15

BLOCK INC BLOCK INC24.8M shares0.00%2026-03-312026-05-15

WDC WESTERN DIGITAL CORP89.5K shares-17.49%2026-03-312026-05-15

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC196.7K shares21.38%2026-03-312026-05-15

CRM SALESFORCE INC128.3K shares3.50%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC24.8K shares-1.56%2026-03-312026-05-15

MYI BLACKROCK MUNIYIELD QUALITY2.3M shares56.77%2026-03-312026-05-15

MQY BLACKROCK MUNIYILD QULT FD I2.1M shares35.89%2026-03-312026-05-15

T AT&T INC798.7K shares-1.39%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC235.3K shares6.04%2026-03-312026-05-15

AEM AGNICO EAGLE MINES LTD111.8K shares-10.30%2026-03-312026-05-15

Sponsored

CMF ISHARES TR396.0K shares35.31%2026-03-312026-05-15

SNOW SNOWFLAKE INC148.3K shares7.28%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC57.0K shares-18.29%2026-03-312026-05-15

WFC WELLS FARGO & CO278.0K shares-16.39%2026-03-312026-05-15

APD AIR PRODUCTS AND CHEMICALS I75.8K shares-16.84%2026-03-312026-05-15

FTNT FORTINET INC265.3K shares-28.52%2026-03-312026-05-15

ROST ROSS STORES INC98.4K shares-14.45%2026-03-312026-05-15

NMZ NUVEEN MUN HIGH INCOME OPPOR2.0M shares12.47%2026-03-312026-05-15

Sponsored

MHD BLACKROCK MUNIHOLDINGS FD IN1.9M shares60.15%2026-03-312026-05-15

PCAR PACCAR INC181.4K shares1.66%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC182.2K shares-2.90%2026-03-312026-05-15

REG REGENCY CTRS CORP273.2K shares7.13%2026-03-312026-05-15

PWZ INVESCO EXCH TRADED FD TR II857.0K shares30.97%2026-03-312026-05-15

MNST MONSTER BEVERAGE CORP NEW278.5K shares-31.13%2026-03-312026-05-15

BDJ BLACKROCK ENHANCED EQUITY DI2.3M shares1.49%2026-03-312026-05-15

ETR ENTERGY CORP NEW178.8K shares-3.61%2026-03-312026-05-15

Sponsored

AMT AMERICAN TOWER CORP115.8K shares15.52%2026-03-312026-05-15

ETW EATON VANCE TAX-MANAGED GLOB2.3M shares-1.04%2026-03-312026-05-15

BARRICK MNG CORP BARRICK MNG CORP489.0K shares-7.97%2026-03-312026-05-15

TGT TARGET CORP162.4K shares19.35%2026-03-312026-05-15

CDNS CADENCE DESIGN SYSTEM INC70.7K shares-12.13%2026-03-312026-05-15

GLW CORNING INC144.3K shares-16.77%2026-03-312026-05-15

PML PIMCO MUN INCOME FD II2.6M shares10.39%2026-03-312026-05-15

BTZ BLACKROCK CR ALLOCATION1.9M shares-3.50%2026-03-312026-05-15

Sponsored

ABT ABBOTT LABORATORIES188.3K shares35.37%2026-03-312026-05-15

NXP NUVEEN SELECT TAX-FREE INCOM1.3M shares32.82%2026-03-312026-05-15

BKR BAKER HUGHES COMPANY305.9K shares0.48%2026-03-312026-05-15

MPC MARATHON PETE CORP76.2K shares-8.22%2026-03-312026-05-15

PLD PROLOGIS INC.139.5K shares-14.52%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC37.3K shares-7.39%2026-03-312026-05-15

MCHP MICROCHIP TECHNOLOGY INC.283.1K shares-6.11%2026-03-312026-05-15

DIS DISNEY WALT CO189.7K shares12.18%2026-03-312026-05-15

Sponsored

ETV EATON VANCE TAX-MANAGED BUY-1.3M shares2.30%2026-03-312026-05-15

IGSB ISHARES TR345.3K shares1.54%2026-03-312026-05-15

EXC EXELON CORP367.8K shares-3.34%2026-03-312026-05-15

EVRG EVERGY INC218.8K shares-2.02%2026-03-312026-05-15

CMG CHIPOTLE MEXICAN GRILL INC558.0K shares-14.90%2026-03-312026-05-15

FAST FASTENAL CO384.1K shares-15.11%2026-03-312026-05-15

MAR MARRIOTT INTL INC NEW54.2K shares-20.25%2026-03-312026-05-15

EIX EDISON INTL242.2K shares8.36%2026-03-312026-05-15

Sponsored

VTEC VANGUARD CALIF TAX FREE FDS178.7K shares50.25%2026-03-312026-05-15

MELI MERCADOLIBRE INC10.2K shares-17.94%2026-03-312026-05-15

BKLN INVESCO EXCH TRADED FD TR II844.1K shares-8.57%2026-03-312026-05-15

EVV EATON VANCE LIMITED DURATION1.8M shares3.28%2026-03-312026-05-15

ECL ECOLAB INC64.6K shares42.81%2026-03-312026-05-15

ALL ALLSTATE CORP81.9K shares16.86%2026-03-312026-05-15

SPXX NUVEEN S&P 500 DYNAMIC OVERW1.0M shares466.89%2026-03-312026-05-15

FCX FREEPORT MCMORAN INC286.2K shares-15.29%2026-03-312026-05-15

Sponsored

ACP ABRDN INCOME CREDIT STRATEGI3.3M shares8.12%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC61.5K shares-20.84%2026-03-312026-05-15

SYY SYSCO CORP229.2K shares-11.07%2026-03-312026-05-15

NI NISOURCE INC349.8K shares-7.26%2026-03-312026-05-15

WMB WILLIAMS COS INC219.7K shares22.63%2026-03-312026-05-15

TROW PRICE T ROWE GROUP INC175.7K shares12.59%2026-03-312026-05-15

FRA BLACKROCK FLOATING RATE INCO1.4M shares-8.73%2026-03-312026-05-15

EMN EASTMAN CHEM CO205.2K shares-10.99%2026-03-312026-05-15

Sponsored

OMC OMNICOM GROUP INC206.2K shares9.99%2026-03-312026-05-15

CWB SPDR SERIES TRUST169.5K shares1.66%2026-03-312026-05-15

MYN BLACKROCK MUNIYIELD N Y QUAL1.6M shares120.27%2026-03-312026-05-15

MPWR MONOLITHIC PWR SYS INC14.1K shares-13.24%2026-03-312026-05-15

ATI ATI INC104.4K shares20.78%2026-03-312026-05-15

QQQX NUVEEN NASDAQ 100 DYNAMIC OV568.7K shares8.06%2026-03-312026-05-15

ORCL ORACLE CORP102.6K shares7.14%2026-03-312026-05-15

FLOT ISHARES TR295.6K shares-4.28%2026-03-312026-05-15

Sponsored

LOW LOWES COS INC63.7K shares-2.10%2026-03-312026-05-15

LQD ISHARES TR137.4K shares2.27%2026-03-312026-05-15

EOS EATON VANCE ENHANCED EQUITY728.3K shares-8.04%2026-03-312026-05-15

NDMO NUVEEN DYNAMIC MUN OPPORTUNI1.4M shares-1.83%2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP43.0K shares4.79%2026-03-312026-05-15

FE FIRSTENERGY CORP290.9K shares2.70%2026-03-312026-05-15

BGT BLACKROCK FLOATING RATE INC1.4M shares-9.86%2026-03-312026-05-15

CB CHUBB LTD SWITZ45.0K shares-2.40%2026-03-312026-05-15

Sponsored

FANG DIAMONDBACK ENERGY INC74.1K shares-11.22%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC70.4K shares38.11%2026-03-312026-05-15

JFR NUVEEN FLOATING RATE INCOME1.9M shares-11.30%2026-03-312026-05-15

CVS CVS HEALTH CORP203.4K shares-4.67%2026-03-312026-05-15

SRLN SSGA ACTIVE ETF TR363.5K shares-1.86%2026-03-312026-05-15

EQIX EQUINIX INC14.8K shares-13.72%2026-03-312026-05-15

ANGL VANECK ETF TRUST504.5K shares7.15%2026-03-312026-05-15

DHR DANAHER CORP DEL76.4K shares30.67%2026-03-312026-05-15

Sponsored

TFC TRUIST FINL CORP315.1K shares14.91%2026-03-312026-05-15

GUG GUGGENHEIM ACTIVE ALLOC FD950.0K shares0.00%2026-03-312026-05-15

MO ALTRIA GROUP INC218.1K shares7.49%2026-03-312026-05-15

JPC NUVEEN PFD & INCOME OPPORTUN1.9M shares0.56%2026-03-312026-05-15

KDP KEURIG DR PEPPER INC544.6K shares-5.60%2026-03-312026-05-15

VMO INVESCO MUN OPPORTUNIT TR1.5M shares-0.48%2026-03-312026-05-15

MUA BLACKROCK MUNIASSETS FD INC1.3M shares148.32%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP15.8K shares-13.06%2026-03-312026-05-15

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND71.3K shares25.88%2026-03-312026-05-15

THE CIGNA GROUP THE CIGNA GROUP52.8K shares39.80%2026-03-312026-05-15

WBD WARNER BROS DISCOVERY INC512.2K shares-17.16%2026-03-312026-05-15

PCN PIMCO CORPORATE & INCM STRG1.2M shares-3.45%2026-03-312026-05-15

DSU BLACKROCK DEBT STRATEGIES FD1.5M shares-8.34%2026-03-312026-05-15

PSX PHILLIPS 6675.6K shares17.87%2026-03-312026-05-15

ICVT ISHARES TR133.8K shares4.10%2026-03-312026-05-15

NRK NUVEEN NY AMT FREE1.3M shares1.10%2026-03-312026-05-15

Sponsored

CL COLGATE PALMOLIVE CO156.5K shares-0.61%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC80.4K shares-43.97%2026-03-312026-05-15

PGR PROGRESSIVE CORP66.9K shares-30.10%2026-03-312026-05-15

PDD PDD HOLDINGS INC129.5K shares-18.86%2026-03-312026-05-15

ATLASSIAN CORPORATION ATLASSIAN CORPORATION192.6K shares59.39%2026-03-312026-05-15

SPDR SERIES TRUST SPDR SERIES TRUST136.8K shares-1.18%2026-03-312026-05-15

INSM INSMED INC80.0K shares-2.76%2026-03-312026-05-15

VCLT VANGUARD SCOTTSDALE FDS173.9K shares12.76%2026-03-312026-05-15

Sponsored

RF REGIONS FINANCIAL CORP NEW491.1K shares19.98%2026-03-312026-05-15

NKX NUVEEN CALIF AMT FREE MUNI I1.1M shares-2.96%2026-03-312026-05-15

RA BROOKFIELD REAL ASSETS INCOM991.6K shares13.06%2026-03-312026-05-15

IIM INVESCO VALUE MUN INCOME TR1.0M shares-6.70%2026-03-312026-05-15

BKT BLACKROCK INCOME TR INC1.2M shares-4.53%2026-03-312026-05-15

NMCO NUVEEN MUN CR OPPORTUNITIES1.2M shares-12.18%2026-03-312026-05-15

GFI GOLD FIELDS LTD273.7K shares-14.73%2026-03-312026-05-15

BOE BLACKROCK ENHANCED GLOBAL1.1M shares-1.33%2026-03-312026-05-15

Sponsored

PCQ PIMCO CALIF MUN INCOME FD1.4M shares19.00%2026-03-312026-05-15

USB US BANCORP237.5K shares32.40%2026-03-312026-05-15

SPOT SPOTIFY TECHNOLOGY S A25.4K shares67.16%2026-03-312026-05-15

ALNY ALNYLAM PHARMACEUTICALS INC37.1K shares-7.53%2026-03-312026-05-15

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HAL HALLIBURTON CO119.0K shares107.04%2026-03-312026-05-15

ORI OLD REP INTL CORP114.1K shares0.13%2026-03-312026-05-15

CCD CALAMOS DYNAMIC CONV & INCOM212.8K shares-17.28%2026-03-312026-05-15

HPE HEWLETT PACKARD ENTERPRISE C190.5K shares41.74%2026-03-312026-05-15

DMB BNY MELLON MUN BD INFRASTRUC429.2K shares-1.26%2026-03-312026-05-15

Sponsored

FAX ABRDN ASIA PACIFIC INCOME FU313.1K shares37.25%2026-03-312026-05-15

EOI EATON VANCE ENHANCED EQUITY239.9K shares-1.04%2026-03-312026-05-15

MFM MFS MUN INCOME TR832.4K shares-9.40%2026-03-312026-05-15

SOUTHSTATE BK CORP SOUTHSTATE BK CORP48.5K shares0.01%2026-03-312026-05-15

TLN TALEN ENERGY CORP14.0K shares131.68%2026-03-312026-05-15

EFR EATON VANCE SR FLTNG RTE TR422.9K shares-9.15%2026-03-312026-05-15

PB PROSPERITY BANCSHARES INC66.3K shares15.65%2026-03-312026-05-15

HALO HALOZYME THERAPEUTICS INC68.7K shares31.41%2026-03-312026-05-15

Sponsored

MEDP MEDPACE HLDGS INC9.2K shares116.68%2026-03-312026-05-15

BRO BROWN & BROWN INC67.9K shares-5.33%2026-03-312026-05-15

GLPI GAMING & LEISURE P99.7K shares-19.19%2026-03-312026-05-15

EQR EQUITY RESIDENTIAL74.7K shares28.14%2026-03-312026-05-15

MET METLIFE INC61.6K shares32.88%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR7.5K shares25.87%2026-03-312026-05-15

PBR PETROLEO BRASILEIRO S A207.4K shares39.71%2026-03-312026-05-15

FLTR VANECK ETF TRUST167.9K shares1.38%2026-03-312026-05-15

Sponsored

RPM RPM INTL INC42.9K shares8.56%2026-03-312026-05-15

HYI WESTERN ASSET HIGH YIELD OPP399.1K shares-7.01%2026-03-312026-05-15

PEG PUBLIC SVC ENTERPRISE GROUP52.4K shares20.15%2026-03-312026-05-15

GEV GE VERNOVA INC4.8K shares-11.07%2026-03-312026-05-15

BGH BARINGS GLOBAL SHORT DURATIO307.6K shares-6.67%2026-03-312026-05-15

INCY INCYTE CORP44.6K shares7.44%2026-03-312026-05-15

WTFC WINTRUST FINL CORP30.2K shares-17.11%2026-03-312026-05-15

OR ROYALTIES INC. OR ROYALTIES INC.109.2K shares-14.91%2026-03-312026-05-15

Sponsored

GATX GATX CORP24.3K shares-16.59%2026-03-312026-05-15

CAG CONAGRA BRANDS INC262.2K shares39.76%2026-03-312026-05-15

NXJ NUVEEN NEW JERSEY333.2K shares-15.36%2026-03-312026-05-15

ENERGY TRANSFER L P ENERGY TRANSFER L P350.6K sharesnew addition2026-03-312026-05-15

NRG NRG ENERGY INC27.6K shares56.85%2026-03-312026-05-15

PCG PG&E CORP229.3K shares31.62%2026-03-312026-05-15

FSLR FIRST SOLAR INC20.2K shares18.77%2026-03-312026-05-15

SSRM SSR MINING IN134.9K shares-17.56%2026-03-312026-05-15

Sponsored

EOG EOG RES INC27.4K shares22.75%2026-03-312026-05-15

IWM ISHARES TR16.0K shares1.33%2026-03-312026-05-15

EXEL EXELIXIS INC91.5K shares64.00%2026-03-312026-05-15

FSM FORTUNA MNG CORP394.1K shares-3.81%2026-03-312026-05-15

NVDA

NVIDIA CORPORATION

-16.91%

Shares2.6M

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-17.24%

Shares1.5M

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-14.89%

Shares803.7K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

-9.51%

Shares778.5K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-15.97%

Shares1.1M

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-16.94%

Shares718.7K

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC

-14.97%

Shares329.4K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

-8.88%

Shares813.8K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

274.31%

Shares1.3M

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

-15.34%

Shares440.3K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

-5.94%

Shares386.0K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

-14.33%

Shares415.5K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

-12.74%

Shares134.6K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

-11.83%

Shares1.7M

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-20.38%

Shares425.6K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

-11.25%

Shares529.5K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-19.63%

Shares148.6K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

-15.18%

Shares1.0M

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

2.73%

Shares794.9K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

-0.82%

Shares375.5K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

-11.92%

Shares663.5K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

-8.52%

Shares550.1K

Event2026-03-31

Filed2026-05-15

VISA INC

-4.05%

Shares271.0K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-10.52%

Shares225.9K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-9.07%

Shares299.9K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

-18.34%

Shares111.4K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

9.78%

Shares351.8K

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

-12.51%

Shares48.7K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

-18.75%

Shares469.2K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-6.79%

Shares396.3K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-8.07%

Shares228.5K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

-7.74%

Shares15.6K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

-1.22%

Shares122.0K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC

-13.48%

Shares186.6K

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES INC

-19.57%

Shares416.5K

Event2026-03-31

Filed2026-05-15

ORLY

OREILLY AUTOMOTIVE INC

5.02%

Shares627.1K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

-3.81%

Shares183.1K

Event2026-03-31

Filed2026-05-15

MDLZ

MONDELEZ INTL INC

-7.99%

Shares977.8K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

-7.97%

Shares221.3K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

-7.35%

Shares245.7K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

-6.94%

Shares62.8K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

-8.83%

Shares230.0K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

-3.01%

Shares678.0K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

1.12%

Shares1.0M

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

-14.82%

Shares1.1M

Event2026-03-31

Filed2026-05-15

CMCSA

COMCAST CORP NEW

-3.96%

Shares1.7M

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

-1.00%

Shares200.0K

Event2026-03-31

Filed2026-05-15

SHY

ISHARES TR

-4.42%

Shares573.0K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

12.06%

Shares143.1K

Event2026-03-31

Filed2026-05-15

MARVELL TECHNOLOGY INC

6.44%

Shares470.5K

Event2026-03-31

Filed2026-05-15

SNPS

SYNOPSYS INC

-10.63%

Shares114.8K

Event2026-03-31

Filed2026-05-15

LINDE PLC

5.55%

Shares91.8K

Event2026-03-31

Filed2026-05-15

VRTX

VERTEX PHARMACEUTICALS INC

-0.65%

Shares100.4K

Event2026-03-31

Filed2026-05-15

TMUS

T-MOBILE US INC

-23.78%

Shares213.0K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

-7.19%

Shares97.0K

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN CORP

8.16%

Shares65.4K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

-5.57%

Shares275.1K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

-2.31%

Shares335.9K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

-16.53%

Shares225.2K

Event2026-03-31

Filed2026-05-15

ZTS

ZOETIS INC

7.00%

Shares361.9K

Event2026-03-31

Filed2026-05-15

DASH

DOORDASH INC

3.03%

Shares282.1K

Event2026-03-31

Filed2026-05-15

ICE

INTERCONTINENTAL EXCHANGE IN

3.81%

Shares259.1K

Event2026-03-31

Filed2026-05-15

CEG

CONSTELLATION ENERGY CORP

9.18%

Shares145.1K

Event2026-03-31

Filed2026-05-15

NAC

NUVEEN CA DIVI ADV MUN

16.91%

Shares3.4M

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

13.19%

Shares1.4M

Event2026-03-31

Filed2026-05-15

CMI

CUMMINS INC

-4.28%

Shares69.7K

Event2026-03-31

Filed2026-05-15

NVG

NUVEEN AMT FREE MUN CR INC F

15.58%

Shares3.0M

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

-9.11%

Shares390.8K

Event2026-03-31

Filed2026-05-15

SHW

SHERWIN WILLIAMS CO

-20.21%

Shares111.8K

Event2026-03-31

Filed2026-05-15

WELL

WELLTOWER INC

8.67%

Shares180.8K

Event2026-03-31

Filed2026-05-15

NAD

NUVEEN QUALITY MUNCP INCOME

19.26%

Shares3.1M

Event2026-03-31

Filed2026-05-15

NEA

NUVEEN AMT FREE QLTY MUN INC

26.02%

Shares3.1M

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING IN

-18.09%

Shares169.7K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

6.99%

Shares80.1K

Event2026-03-31

Filed2026-05-15

ADSK

AUTODESK INC

24.89%

Shares143.8K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

-10.18%

Shares48.4K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB CO

-3.15%

Shares564.1K

Event2026-03-31

Filed2026-05-15

CTAS

CINTAS CORP

6.88%

Shares196.1K

Event2026-03-31

Filed2026-05-15

REGN

REGENERON PHARMACEUTICALS

-4.47%

Shares42.9K

Event2026-03-31

Filed2026-05-15

JCI

JOHNSON CONTROLS INTERNATION

-24.93%

Shares252.7K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

3.71%

Shares35.4K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

-28.31%

Shares362.0K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

12.12%

Shares215.0K

Event2026-03-31

Filed2026-05-15

JMBS

JANUS DETROIT STR TR

12.72%

Shares685.2K

Event2026-03-31

Filed2026-05-15

DEERE & CO

-13.69%

Shares54.8K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

-5.45%

Shares66.1K

Event2026-03-31

Filed2026-05-15

APP

APPLOVIN CORP

-11.92%

Shares71.1K

Event2026-03-31

Filed2026-05-15

MUC

BLACKROCK MUNIHLDNGS CALI

9.46%

Shares2.7M

Event2026-03-31

Filed2026-05-15

AEP

AMERICAN ELEC PWR CO INC

-10.68%

Shares214.9K

Event2026-03-31

Filed2026-05-15

SHOP

SHOPIFY INC

-18.86%

Shares235.7K

Event2026-03-31

Filed2026-05-15

NEM

NEWMONT CORP

-10.37%

Shares253.9K

Event2026-03-31

Filed2026-05-15

XEL

XCEL ENERGY INC

-2.60%

Shares344.2K

Event2026-03-31

Filed2026-05-15

NOW

SERVICENOW INC

23.44%

Shares259.9K

Event2026-03-31

Filed2026-05-15

WDAY

WORKDAY INC

14.71%

Shares206.7K

Event2026-03-31

Filed2026-05-15

CPRT

COPART INC

-2.08%

Shares796.6K

Event2026-03-31

Filed2026-05-15

CSX

CSX CORP

-5.29%

Shares644.0K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

-6.77%

Shares108.9K

Event2026-03-31

Filed2026-05-15

NUV

NUVEEN MUN VALUE FD INC

15.82%

Shares2.9M

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC

-9.86%

Shares301.9K

Event2026-03-31

Filed2026-05-15

NZF

NUVEEN MUN CR INCOME FD

19.41%

Shares2.1M

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

34.80%

Shares89.9K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

9.34%

Shares156.1K

Event2026-03-31

Filed2026-05-15

BLOCK INC

0.00%

Shares24.8M

Event2026-03-31

Filed2026-05-15

WDC

WESTERN DIGITAL CORP

-17.49%

Shares89.5K

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC

21.38%

Shares196.7K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

3.50%

Shares128.3K

Event2026-03-31

Filed2026-05-15

BLACKROCK INC

-1.56%

Shares24.8K

Event2026-03-31

Filed2026-05-15

MYI

BLACKROCK MUNIYIELD QUALITY

56.77%

Shares2.3M

Event2026-03-31

Filed2026-05-15

MQY

BLACKROCK MUNIYILD QULT FD I

35.89%

Shares2.1M

Event2026-03-31

Filed2026-05-15

AT&T INC

-1.39%

Shares798.7K

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SVCS INC

6.04%

Shares235.3K

Event2026-03-31

Filed2026-05-15

AEM

AGNICO EAGLE MINES LTD

-10.30%

Shares111.8K

Event2026-03-31

Filed2026-05-15

CMF

ISHARES TR

35.31%

Shares396.0K

Event2026-03-31

Filed2026-05-15

SNOW

SNOWFLAKE INC

7.28%

Shares148.3K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC

-18.29%

Shares57.0K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

-16.39%

Shares278.0K

Event2026-03-31

Filed2026-05-15

APD

AIR PRODUCTS AND CHEMICALS I

-16.84%

Shares75.8K

Event2026-03-31

Filed2026-05-15

FTNT

FORTINET INC

-28.52%

Shares265.3K

Event2026-03-31

Filed2026-05-15

ROST

ROSS STORES INC

-14.45%

Shares98.4K

Event2026-03-31

Filed2026-05-15

NMZ

NUVEEN MUN HIGH INCOME OPPOR

12.47%

Shares2.0M

Event2026-03-31

Filed2026-05-15

MHD

BLACKROCK MUNIHOLDINGS FD IN

60.15%

Shares1.9M

Event2026-03-31

Filed2026-05-15

PCAR

PACCAR INC

1.66%

Shares181.4K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

-2.90%

Shares182.2K

Event2026-03-31

Filed2026-05-15

REG

REGENCY CTRS CORP

7.13%

Shares273.2K

Event2026-03-31

Filed2026-05-15

PWZ

INVESCO EXCH TRADED FD TR II

30.97%

Shares857.0K

Event2026-03-31

Filed2026-05-15

MNST

MONSTER BEVERAGE CORP NEW

-31.13%

Shares278.5K

Event2026-03-31

Filed2026-05-15

BDJ

BLACKROCK ENHANCED EQUITY DI

1.49%

Shares2.3M

Event2026-03-31

Filed2026-05-15

ETR

ENTERGY CORP NEW

-3.61%

Shares178.8K

Event2026-03-31

Filed2026-05-15

AMT

AMERICAN TOWER CORP

15.52%

Shares115.8K

Event2026-03-31

Filed2026-05-15

ETW

EATON VANCE TAX-MANAGED GLOB

-1.04%

Shares2.3M

Event2026-03-31

Filed2026-05-15

BARRICK MNG CORP

-7.97%

Shares489.0K

Event2026-03-31

Filed2026-05-15

TGT

TARGET CORP

19.35%

Shares162.4K

Event2026-03-31

Filed2026-05-15

CDNS

CADENCE DESIGN SYSTEM INC

-12.13%

Shares70.7K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

-16.77%

Shares144.3K

Event2026-03-31

Filed2026-05-15

PML

PIMCO MUN INCOME FD II

10.39%

Shares2.6M

Event2026-03-31

Filed2026-05-15

BTZ

BLACKROCK CR ALLOCATION

-3.50%

Shares1.9M

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

35.37%

Shares188.3K

Event2026-03-31

Filed2026-05-15

NXP

NUVEEN SELECT TAX-FREE INCOM

32.82%

Shares1.3M

Event2026-03-31

Filed2026-05-15

BKR

BAKER HUGHES COMPANY

0.48%

Shares305.9K

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP

-8.22%

Shares76.2K

Event2026-03-31

Filed2026-05-15

PLD

PROLOGIS INC.

-14.52%

Shares139.5K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

-7.39%

Shares37.3K

Event2026-03-31

Filed2026-05-15

MCHP

MICROCHIP TECHNOLOGY INC.

-6.11%

Shares283.1K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

12.18%

Shares189.7K

Event2026-03-31

Filed2026-05-15

ETV

EATON VANCE TAX-MANAGED BUY-

2.30%

Shares1.3M

Event2026-03-31

Filed2026-05-15

IGSB

ISHARES TR

1.54%

Shares345.3K

Event2026-03-31

Filed2026-05-15

EXC

EXELON CORP

-3.34%

Shares367.8K

Event2026-03-31

Filed2026-05-15

EVRG

EVERGY INC

-2.02%

Shares218.8K

Event2026-03-31

Filed2026-05-15

CMG

CHIPOTLE MEXICAN GRILL INC

-14.90%

Shares558.0K

Event2026-03-31

Filed2026-05-15

FAST

FASTENAL CO

-15.11%

Shares384.1K

Event2026-03-31

Filed2026-05-15

MAR

MARRIOTT INTL INC NEW

-20.25%

Shares54.2K

Event2026-03-31

Filed2026-05-15

EIX

EDISON INTL

8.36%

Shares242.2K

Event2026-03-31

Filed2026-05-15

VTEC

VANGUARD CALIF TAX FREE FDS

50.25%

Shares178.7K

Event2026-03-31

Filed2026-05-15

MELI

MERCADOLIBRE INC

-17.94%

Shares10.2K

Event2026-03-31

Filed2026-05-15

BKLN

INVESCO EXCH TRADED FD TR II

-8.57%

Shares844.1K

Event2026-03-31

Filed2026-05-15

EVV

EATON VANCE LIMITED DURATION

3.28%

Shares1.8M

Event2026-03-31

Filed2026-05-15

ECL

ECOLAB INC

42.81%

Shares64.6K

Event2026-03-31

Filed2026-05-15

ALL

ALLSTATE CORP

16.86%

Shares81.9K

Event2026-03-31

Filed2026-05-15

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

466.89%

Shares1.0M

Event2026-03-31

Filed2026-05-15

FCX

FREEPORT MCMORAN INC

-15.29%

Shares286.2K

Event2026-03-31

Filed2026-05-15

ACP

ABRDN INCOME CREDIT STRATEGI

8.12%

Shares3.3M

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

-20.84%

Shares61.5K

Event2026-03-31

Filed2026-05-15

SYY

SYSCO CORP

-11.07%

Shares229.2K

Event2026-03-31

Filed2026-05-15

NISOURCE INC

-7.26%

Shares349.8K

Event2026-03-31

Filed2026-05-15

WMB

WILLIAMS COS INC

22.63%

Shares219.7K

Event2026-03-31

Filed2026-05-15

TROW

PRICE T ROWE GROUP INC

12.59%

Shares175.7K

Event2026-03-31

Filed2026-05-15

FRA

BLACKROCK FLOATING RATE INCO

-8.73%

Shares1.4M

Event2026-03-31

Filed2026-05-15

EMN

EASTMAN CHEM CO

-10.99%

Shares205.2K

Event2026-03-31

Filed2026-05-15

OMC

OMNICOM GROUP INC

9.99%

Shares206.2K

Event2026-03-31

Filed2026-05-15

CWB

SPDR SERIES TRUST

1.66%

Shares169.5K

Event2026-03-31

Filed2026-05-15

MYN

BLACKROCK MUNIYIELD N Y QUAL

120.27%

Shares1.6M

Event2026-03-31

Filed2026-05-15

MPWR

MONOLITHIC PWR SYS INC

-13.24%

Shares14.1K

Event2026-03-31

Filed2026-05-15

ATI

ATI INC

20.78%

Shares104.4K

Event2026-03-31

Filed2026-05-15

QQQX

NUVEEN NASDAQ 100 DYNAMIC OV

8.06%

Shares568.7K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

7.14%

Shares102.6K

Event2026-03-31

Filed2026-05-15

FLOT

ISHARES TR

-4.28%

Shares295.6K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

-2.10%

Shares63.7K

Event2026-03-31

Filed2026-05-15

LQD

ISHARES TR

2.27%

Shares137.4K

Event2026-03-31

Filed2026-05-15

EOS

EATON VANCE ENHANCED EQUITY

-8.04%

Shares728.3K

Event2026-03-31

Filed2026-05-15

NDMO

NUVEEN DYNAMIC MUN OPPORTUNI

-1.83%

Shares1.4M

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP

4.79%

Shares43.0K

Event2026-03-31

Filed2026-05-15

FIRSTENERGY CORP

2.70%

Shares290.9K

Event2026-03-31

Filed2026-05-15

BGT

BLACKROCK FLOATING RATE INC

-9.86%

Shares1.4M

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

-2.40%

Shares45.0K

Event2026-03-31

Filed2026-05-15

FANG

DIAMONDBACK ENERGY INC

-11.22%

Shares74.1K

Event2026-03-31

Filed2026-05-15

PNC

PNC FINL SVCS GROUP INC

38.11%

Shares70.4K

Event2026-03-31

Filed2026-05-15

JFR

NUVEEN FLOATING RATE INCOME

-11.30%

Shares1.9M

Event2026-03-31

Filed2026-05-15

CVS

CVS HEALTH CORP

-4.67%

Shares203.4K

Event2026-03-31

Filed2026-05-15

SRLN

SSGA ACTIVE ETF TR

-1.86%

Shares363.5K

Event2026-03-31

Filed2026-05-15

EQIX

EQUINIX INC

-13.72%

Shares14.8K

Event2026-03-31

Filed2026-05-15

ANGL

VANECK ETF TRUST

7.15%

Shares504.5K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

30.67%

Shares76.4K

Event2026-03-31

Filed2026-05-15

TFC

TRUIST FINL CORP

14.91%

Shares315.1K

Event2026-03-31

Filed2026-05-15

GUG

GUGGENHEIM ACTIVE ALLOC FD

0.00%

Shares950.0K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

7.49%

Shares218.1K

Event2026-03-31

Filed2026-05-15

JPC

NUVEEN PFD & INCOME OPPORTUN

0.56%

Shares1.9M

Event2026-03-31

Filed2026-05-15

KDP

KEURIG DR PEPPER INC

-5.60%

Shares544.6K

Event2026-03-31

Filed2026-05-15

VMO

INVESCO MUN OPPORTUNIT TR

-0.48%

Shares1.5M

Event2026-03-31

Filed2026-05-15

MUA

BLACKROCK MUNIASSETS FD INC

148.32%

Shares1.3M

Event2026-03-31

Filed2026-05-15

PARKER-HANNIFIN CORP

-13.06%

Shares15.8K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

25.88%

Shares71.3K

Event2026-03-31

Filed2026-05-15

THE CIGNA GROUP

39.80%

Shares52.8K

Event2026-03-31

Filed2026-05-15

WBD

WARNER BROS DISCOVERY INC

-17.16%

Shares512.2K

Event2026-03-31

Filed2026-05-15

PCN

PIMCO CORPORATE & INCM STRG

-3.45%

Shares1.2M

Event2026-03-31

Filed2026-05-15

DSU

BLACKROCK DEBT STRATEGIES FD

-8.34%

Shares1.5M

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66

17.87%

Shares75.6K

Event2026-03-31

Filed2026-05-15

ICVT

ISHARES TR

4.10%

Shares133.8K

Event2026-03-31

Filed2026-05-15

NRK

NUVEEN NY AMT FREE

1.10%

Shares1.3M

Event2026-03-31

Filed2026-05-15

COLGATE PALMOLIVE CO

-0.61%

Shares156.5K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

-43.97%

Shares80.4K

Event2026-03-31

Filed2026-05-15

PGR

PROGRESSIVE CORP

-30.10%

Shares66.9K

Event2026-03-31

Filed2026-05-15

PDD

PDD HOLDINGS INC

-18.86%

Shares129.5K

Event2026-03-31

Filed2026-05-15

ATLASSIAN CORPORATION

59.39%

Shares192.6K

Event2026-03-31

Filed2026-05-15

SPDR SERIES TRUST

-1.18%

Shares136.8K

Event2026-03-31

Filed2026-05-15

INSM

INSMED INC

-2.76%

Shares80.0K

Event2026-03-31

Filed2026-05-15

VCLT

VANGUARD SCOTTSDALE FDS

12.76%

Shares173.9K

Event2026-03-31

Filed2026-05-15

REGIONS FINANCIAL CORP NEW

19.98%

Shares491.1K

Event2026-03-31

Filed2026-05-15

NKX

NUVEEN CALIF AMT FREE MUNI I

-2.96%

Shares1.1M

Event2026-03-31

Filed2026-05-15

BROOKFIELD REAL ASSETS INCOM

13.06%

Shares991.6K

Event2026-03-31

Filed2026-05-15

IIM

INVESCO VALUE MUN INCOME TR

-6.70%

Shares1.0M

Event2026-03-31

Filed2026-05-15

BKT

BLACKROCK INCOME TR INC

-4.53%

Shares1.2M

Event2026-03-31

Filed2026-05-15

NMCO

NUVEEN MUN CR OPPORTUNITIES

-12.18%

Shares1.2M

Event2026-03-31

Filed2026-05-15

GFI

GOLD FIELDS LTD

-14.73%

Shares273.7K

Event2026-03-31

Filed2026-05-15

BOE

BLACKROCK ENHANCED GLOBAL

-1.33%

Shares1.1M

Event2026-03-31

Filed2026-05-15

PCQ

PIMCO CALIF MUN INCOME FD

19.00%

Shares1.4M

Event2026-03-31

Filed2026-05-15

USB

US BANCORP

32.40%

Shares237.5K

Event2026-03-31

Filed2026-05-15

SPOT

SPOTIFY TECHNOLOGY S A

67.16%

Shares25.4K

Event2026-03-31

Filed2026-05-15

ALNY

ALNYLAM PHARMACEUTICALS INC

-7.53%

Shares37.1K

Event2026-03-31

Filed2026-05-15

VCV

INVESCO CALIF VALUE MUN INCO

7.78%

Shares1.2M

Event2026-03-31

Filed2026-05-15

DDOG

DATADOG INC

-14.95%

Shares103.1K

Event2026-03-31

Filed2026-05-15

EVERSOURCE ENERGY

21.44%

Shares175.4K

Event2026-03-31

Filed2026-05-15

STIP

ISHARES TR

-8.19%

Shares117.4K

Event2026-03-31

Filed2026-05-15

ABNB

AIRBNB INC

-18.48%

Shares95.3K

Event2026-03-31

Filed2026-05-15

PDI

PIMCO DYNAMIC INCOME FD

-0.57%

Shares693.6K

Event2026-03-31

Filed2026-05-15

RSG

REPUBLIC SVCS INC

38.51%

Shares54.0K

Event2026-03-31

Filed2026-05-15

WEC ENERGY GROUP INC

18.15%

Shares102.0K

Event2026-03-31

Filed2026-05-15

ETY

EATON VANCE TAX-MANAGED DIVE

-5.69%

Shares853.4K

Event2026-03-31

Filed2026-05-15

EMLC

VANECK ETF TRUST

13.61%

Shares467.0K

Event2026-03-31

Filed2026-05-15

FITB

FIFTH THIRD BANCORP

4.35%

Shares249.8K

Event2026-03-31

Filed2026-05-15

CHRW

C H ROBINSON WORLDWIDE IN

-3.53%

Shares69.7K

Event2026-03-31

Filed2026-05-15

JQC

NUVEEN CR STRATEGIES INCOME

-15.51%

Shares2.4M

Event2026-03-31

Filed2026-05-15

VGM

INVESCO TR INVT GRADE MUNS

-6.58%

Shares1.2M

Event2026-03-31

Filed2026-05-15

WPM

WHEATON PRECIOUS METALS CORP

-17.29%

Shares86.6K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-20.93%

Shares23.5K

Event2026-03-31

Filed2026-05-15

KGC

KINROSS GOLD CORP

-10.59%

Shares369.1K

Event2026-03-31

Filed2026-05-15

EDWARDS LIFESCIENCES CORP

-1.90%

Shares140.6K

Event2026-03-31

Filed2026-05-15

DOV

DOVER CORP

-18.62%

Shares54.0K

Event2026-03-31

Filed2026-05-15

ELECTRONIC ARTS INC

-19.33%

Shares55.1K

Event2026-03-31

Filed2026-05-15

BSX

BOSTON SCIENTIFIC CORP

16.03%

Shares178.8K

Event2026-03-31

Filed2026-05-15

PDO

PIMCO DYNAMIC INCOME OPRNTS

7.54%

Shares865.4K

Event2026-03-31

Filed2026-05-15

EIM

EATON VANCE MUN BD FD

-0.21%

Shares1.1M

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

10.77%

Shares12.8K

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COMPANIES INC

10.08%

Shares37.6K

Event2026-03-31

Filed2026-05-15

KHC

KRAFT HEINZ CO

-3.62%

Shares484.4K

Event2026-03-31

Filed2026-05-15

KMI

KINDER MORGAN INC DEL

-18.40%

Shares324.5K

Event2026-03-31

Filed2026-05-15

IQI

INVESCO QUALITY MUN INCOME T

-6.24%

Shares1.1M

Event2026-03-31

Filed2026-05-15

NIE

VIRTUS EQUITY & CONV INCM FD

-3.30%

Shares463.2K

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

9.90%

Shares64.9K

Event2026-03-31

Filed2026-05-15

EXG

EATON VANCE TAX-MANAGED GLOB

-4.98%

Shares1.2M

Event2026-03-31

Filed2026-05-15

MMU

WESTERN ASSET MANAGED MUNS F

23.44%

Shares1.0M

Event2026-03-31

Filed2026-05-15

VKQ

INVESCO MUNICIPAL TRUST

-6.75%

Shares1.1M

Event2026-03-31

Filed2026-05-15

DOMINION ENERGY INC

12.84%

Shares170.6K

Event2026-03-31

Filed2026-05-15

BHK

BLACKROCK CORE BD TR

-3.56%

Shares1.1M

Event2026-03-31

Filed2026-05-15

PFN

PIMCO INCOME STRATEGY FD II

-12.55%

Shares1.5M

Event2026-03-31

Filed2026-05-15

IGD

VOYA GLBL EQTY DIV & PREM OP

-5.80%

Shares1.8M

Event2026-03-31

Filed2026-05-15

SJNK

SPDR SERIES TRUST

9.23%

Shares400.7K

Event2026-03-31

Filed2026-05-15

SLB

SLB LIMITED

45.22%

Shares194.1K

Event2026-03-31

Filed2026-05-15

MMC

MARSH & MCLENNAN COS INC

-6.39%

Shares57.3K

Event2026-03-31

Filed2026-05-15

ETB

EATON VANCE TAX MNGED BUY WR

20.53%

Shares680.7K

Event2026-03-31

Filed2026-05-15

IDXX

IDEXX LABS INC

-18.36%

Shares17.4K

Event2026-03-31

Filed2026-05-15

EVT

EATON VANCE TAX ADVT DIV INC

4.70%

Shares396.5K

Event2026-03-31

Filed2026-05-15

PAYX

PAYCHEX INC

-1.77%

Shares105.4K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

-3.98%

Shares73.9K

Event2026-03-31

Filed2026-05-15

REALTY INCOME CORP

13.12%

Shares157.3K

Event2026-03-31

Filed2026-05-15

OKE

ONEOK INC NEW

52.75%

Shares105.1K

Event2026-03-31

Filed2026-05-15

ETJ

EATON VANCE RISK-MANAGED DIV

5.44%

Shares1.1M

Event2026-03-31

Filed2026-05-15

ITW

ILLINOIS TOOL WKS INC

6.66%

Shares35.9K

Event2026-03-31

Filed2026-05-15

CTRE

CARETRUST REIT INC

-0.04%

Shares253.6K

Event2026-03-31

Filed2026-05-15

PYPL

PAYPAL HLDGS INC

-18.46%

Shares203.9K

Event2026-03-31

Filed2026-05-15

VTRS

VIATRIS INC

21.17%

Shares681.7K

Event2026-03-31

Filed2026-05-15

AOD

ABRDN TOTAL DYNAMIC DIVIDEND

6.66%

Shares999.8K

Event2026-03-31

Filed2026-05-15

SRE

SEMPRA

5.10%

Shares94.3K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

17.36%

Shares69.2K

Event2026-03-31

Filed2026-05-15

VKI

INVESCO ADVANTAGE MUN INCOME

32.19%

Shares1.0M

Event2026-03-31

Filed2026-05-15

CWEN

CLEARWAY ENERGY INC

16.05%

Shares228.4K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

14.49%

Shares92.2K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-10.75%

Shares25.9K

Event2026-03-31

Filed2026-05-15

KMB

KIMBERLY-CLARK CORP

-8.63%

Shares90.6K

Event2026-03-31

Filed2026-05-15

KIO

KKR INCOME OPPORTUNITIES FD

4.99%

Shares793.6K

Event2026-03-31

Filed2026-05-15

HYT

BLACKROCK CORPOR HI YLD FD I

12.52%

Shares1.0M

Event2026-03-31

Filed2026-05-15

PDT

HANCOCK JOHN PREM DIVID FD

-4.40%

Shares662.1K

Event2026-03-31

Filed2026-05-15

PAAS

PAN AMERN SILVER CORP

-13.57%

Shares158.6K

Event2026-03-31

Filed2026-05-15

PRU

PRUDENTIAL FINL INC

31.45%

Shares88.3K

Event2026-03-31

Filed2026-05-15

ROP

ROPER TECHNOLOGIES INC

-21.15%

Shares24.3K

Event2026-03-31

Filed2026-05-15

EXR

EXTRA SPACE STORAGE INC

7.76%

Shares65.5K

Event2026-03-31

Filed2026-05-15

EVN

EATON VANCE MUN INCOME TR

-14.80%

Shares816.2K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

-28.29%

Shares23.7K

Event2026-03-31

Filed2026-05-15

FNV

FRANCO NEV CORP

-9.25%

Shares34.1K

Event2026-03-31

Filed2026-05-15

TIP

ISHARES TR

-6.01%

Shares76.3K

Event2026-03-31

Filed2026-05-15

GEHC

GE HEALTHCARE TECHNOLOGIES I

-14.60%

Shares117.9K

Event2026-03-31

Filed2026-05-15

ZTR

VIRTUS TOTAL RETURN FD INC

1.64%

Shares1.3M

Event2026-03-31

Filed2026-05-15

COEUR MNG INC

46.62%

Shares446.2K

Event2026-03-31

Filed2026-05-15

CITIGROUP INC

0.99%

Shares73.8K

Event2026-03-31

Filed2026-05-15

AVK

ADVENT CONV & INCOME FD

-5.35%

Shares743.1K

Event2026-03-31

Filed2026-05-15

ODFL

OLD DOMINION FREIGHT LINE IN

-19.16%

Shares42.1K

Event2026-03-31

Filed2026-05-15

EXPD

EXPEDITORS INTL WASH INC

-9.34%

Shares57.0K

Event2026-03-31

Filed2026-05-15

LEO

BNY MELLON STRATEGIC MUNS IN

-16.27%

Shares1.3M

Event2026-03-31

Filed2026-05-15

ZSCALER INC

-11.81%

Shares57.9K

Event2026-03-31

Filed2026-05-15

HTD

HANCOCK JOHN TAX-ADVANTAGED

-2.82%

Shares325.9K

Event2026-03-31

Filed2026-05-15

DOW

DOW HLDGS INC

24.16%

Shares192.5K

Event2026-03-31

Filed2026-05-15

LNT

ALLIANT ENERGY CORP

22.87%

Shares111.2K

Event2026-03-31

Filed2026-05-15

AGI

ALAMOS GOLD INC

-19.11%

Shares178.7K

Event2026-03-31

Filed2026-05-15

CII

BLACKROCK ENHANCED LARGE CAP

24.25%

Shares376.8K

Event2026-03-31

Filed2026-05-15

CHY

CALAMOS CONV & HIGH INCOME F

1.10%

Shares727.2K

Event2026-03-31

Filed2026-05-15

BLW

BLACKROCK LTD DURATION INCOM

-12.12%

Shares628.5K

Event2026-03-31

Filed2026-05-15

ACV

VIRTUS DIVERSIFIED INCM & CO

-9.99%

Shares325.1K

Event2026-03-31

Filed2026-05-15

ESI

ELEMENT SOLUTIONS INC

-6.41%

Shares229.7K

Event2026-03-31

Filed2026-05-15

HECLA MINING COMPANY

21.30%

Shares420.9K

Event2026-03-31

Filed2026-05-15

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

-19.84%

Shares39.7K

Event2026-03-31

Filed2026-05-15

RGLD

ROYAL GOLD INC

11.01%

Shares30.6K

Event2026-03-31

Filed2026-05-15

BAB

INVESCO EXCH TRADED FD TR II

8.26%

Shares288.6K

Event2026-03-31

Filed2026-05-15

CHW

CALAMOS GBL DYN INCOME FUND

-4.76%

Shares1.1M

Event2026-03-31

Filed2026-05-15

MSTR

STRATEGY INC

-6.56%

Shares61.7K

Event2026-03-31

Filed2026-05-15

PFL

PIMCO INCOME STRATEGY FD

-2.85%

Shares955.0K

Event2026-03-31

Filed2026-05-15

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

-0.68%

Shares124.5K

Event2026-03-31

Filed2026-05-15

NYF

ISHARES TR

32.57%

Shares143.4K

Event2026-03-31

Filed2026-05-15

PSA

PUBLIC STORAGE OPER CO

5.94%

Shares27.9K

Event2026-03-31

Filed2026-05-15

AFB

ALLIANCEBERNSTEIN NATL MUN I

0.18%

Shares706.3K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

-7.36%

Shares154.8K

Event2026-03-31

Filed2026-05-15

RVT

ROYCE SMALL CAP TRUST INC

6.92%

Shares453.1K

Event2026-03-31

Filed2026-05-15

LVS

LAS VEGAS SANDS CORP

-49.29%

Shares139.4K

Event2026-03-31

Filed2026-05-15

THOMSON REUTERS CORP

-19.21%

Shares83.3K

Event2026-03-31

Filed2026-05-15

NBH

NEUBERGER MUN FD INC

-3.33%

Shares736.3K

Event2026-03-31

Filed2026-05-15

STZ

CONSTELLATION BRANDS INC

2.56%

Shares49.8K

Event2026-03-31

Filed2026-05-15

CIEN

CIENA CORP

-1.81%

Shares19.2K

Event2026-03-31

Filed2026-05-15

APOLLO GLOBAL MGMT INC

20.33%

Shares66.6K

Event2026-03-31

Filed2026-05-15

PTY

PIMCO CORPORATE & INCOME OPP

49.75%

Shares615.0K

Event2026-03-31

Filed2026-05-15

MUJ

BLACKROCK MUNIHLDGS NJ QLTY

15.73%

Shares639.4K

Event2026-03-31

Filed2026-05-15

IGA

VOYA GLBL ADV & PREM OPP FD

16.23%

Shares771.9K

Event2026-03-31

Filed2026-05-15

AMCOR PLC

New

Shares185.4K

Event2026-03-31

Filed2026-05-15

WIW

WESTERN AST INFL LKD OPP & I

-4.58%

Shares870.7K

Event2026-03-31

Filed2026-05-15

TYG

TORTOISE ENERGY INFRSTRCTR C

11.71%

Shares147.4K

Event2026-03-31

Filed2026-05-15

GWW

WW GRAINGER INC

-5.10%

Shares6.7K

Event2026-03-31

Filed2026-05-15

CHTR

CHARTER COMMUNICATIONS INC

-4.65%

Shares33.9K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

-12.50%

Shares12.1K

Event2026-03-31

Filed2026-05-15

PNW

PINNACLE WEST CAP CORP

5.07%

Shares72.2K

Event2026-03-31

Filed2026-05-15

TER

TERADYNE INC

-10.00%

Shares24.5K

Event2026-03-31

Filed2026-05-15

GUARDANT HEALTH INC

25.89%

Shares78.0K

Event2026-03-31

Filed2026-05-15

BIT

BLACKROCK MULTI SECTOR INC T

22.59%

Shares574.8K

Event2026-03-31

Filed2026-05-15

VST

VISTRA CORP

14.06%

Shares47.6K

Event2026-03-31

Filed2026-05-15

DTE

DTE ENERGY CO

26.49%

Shares48.5K

Event2026-03-31

Filed2026-05-15

ARM

ARM HOLDINGS PLC

-7.04%

Shares46.8K

Event2026-03-31

Filed2026-05-15

HIG

HARTFORD INSURANCE GROUP INC

56.32%

Shares51.8K

Event2026-03-31

Filed2026-05-15

ISD

PGIM HIGH YIELD BOND FUND IN

-20.86%

Shares529.9K

Event2026-03-31

Filed2026-05-15

JBL

JABIL INC

-5.36%

Shares26.2K

Event2026-03-31

Filed2026-05-15

BBY

BEST BUY INC

30.49%

Shares106.8K

Event2026-03-31

Filed2026-05-15

HBAN

HUNTINGTON BANCSHARES INC

34.18%

Shares433.7K

Event2026-03-31

Filed2026-05-15

ENTG

ENTEGRIS INC

12.74%

Shares57.9K

Event2026-03-31

Filed2026-05-15

TSN

TYSON FOODS INC

57.71%

Shares105.6K

Event2026-03-31

Filed2026-05-15

AXON

AXON ENTERPRISE INC

-17.91%

Shares15.8K

Event2026-03-31

Filed2026-05-15

AOS

SMITH A O CORP

-1.84%

Shares101.8K

Event2026-03-31

Filed2026-05-15

JBHT

HUNT J B TRANS SVCS INC

-4.89%

Shares31.6K

Event2026-03-31

Filed2026-05-15

BDX

BECTON DICKINSON & CO

-29.24%

Shares42.4K

Event2026-03-31

Filed2026-05-15

PPL

PPL CORP

13.46%

Shares173.9K

Event2026-03-31

Filed2026-05-15

FORD MTR CO

47.99%

Shares574.5K

Event2026-03-31

Filed2026-05-15

AIG

AMERICAN INTL GROUP INC

30.23%

Shares87.9K

Event2026-03-31

Filed2026-05-15

VLO

VALERO ENERGY CORP

22.34%

Shares26.7K

Event2026-03-31

Filed2026-05-15

CHI

CALAMOS CONV OPPORTUNITIES &

-12.28%

Shares609.5K

Event2026-03-31

Filed2026-05-15

NCA

NUVEEN CALIFORNIA MUNI VLU F

1.19%

Shares697.5K

Event2026-03-31

Filed2026-05-15

AON PLC

564.76%

Shares20.1K

Event2026-03-31

Filed2026-05-15

IAG

IAMGOLD CORP

-12.37%

Shares343.4K

Event2026-03-31

Filed2026-05-15

PODD

INSULET CORP

-8.49%

Shares30.7K

Event2026-03-31

Filed2026-05-15

MMD

NYLI MACKAY DEFINEDTERM MUNI

-3.87%

Shares432.5K

Event2026-03-31

Filed2026-05-15

AIZ

ASSURANT INC

-26.68%

Shares29.4K

Event2026-03-31

Filed2026-05-15

NUW

NUVEEN AMT-FREE MUN VALUE FD

-4.09%

Shares445.9K

Event2026-03-31

Filed2026-05-15

VICI

VICI PPTYS INC

19.21%

Shares233.7K

Event2026-03-31

Filed2026-05-15

BF.B

BROWN FORMAN CORP

7.85%

Shares237.4K

Event2026-03-31

Filed2026-05-15

GIS

GENERAL MILLS INC

32.46%

Shares167.4K

Event2026-03-31

Filed2026-05-15

CFG

CITIZENS FINL GROUP INC

-2.73%

Shares103.7K

Event2026-03-31

Filed2026-05-15

NCV

VIRTUS CONVERTIBLE & INCOME

23.51%

Shares417.4K

Event2026-03-31

Filed2026-05-15

LULU

LULULEMON ATHLETICA INC

-26.86%

Shares40.5K

Event2026-03-31

Filed2026-05-15

EOD

ALLSPRING GLOBAL DIVIDEND OP

61.84%

Shares1.1M

Event2026-03-31

Filed2026-05-15

PMO

PUTNAM MUN OPPORTUNITIES TR

-9.79%

Shares598.9K

Event2026-03-31

Filed2026-05-15

GHY

PGIM GLOBAL HIGH YIELD FD FO

-3.96%

Shares529.4K

Event2026-03-31

Filed2026-05-15

DSM

BNY MELLON STRATEGIC MUN BD

-17.58%

Shares1.0M

Event2026-03-31

Filed2026-05-15

USA

LIBERTY ALL STAR EQUITY FD

13.27%

Shares1.1M

Event2026-03-31

Filed2026-05-15

HSY

HERSHEY CO

-21.15%

Shares29.2K

Event2026-03-31

Filed2026-05-15

NKE

NIKE INC

15.39%

Shares114.7K

Event2026-03-31

Filed2026-05-15

FDX

FEDEX CORP

-30.11%

Shares17.0K

Event2026-03-31

Filed2026-05-15

ATO

ATMOS ENERGY CORP

6.00%

Shares32.6K

Event2026-03-31

Filed2026-05-15

RYDER SYS INC

15.88%

Shares29.4K

Event2026-03-31

Filed2026-05-15

EOT

EATON VANCE NATL MUN OPPORT

-4.19%

Shares350.4K

Event2026-03-31

Filed2026-05-15

IQV

IQVIA HLDGS INC

4.30%

Shares35.2K

Event2026-03-31

Filed2026-05-15

WTRG

ESSENTIAL UTILS INC

4.63%

Shares148.6K

Event2026-03-31

Filed2026-05-15

EMB

ISHARES TR

7.45%

Shares63.4K

Event2026-03-31

Filed2026-05-15

HMY

HARMONY GOLD MNG LTD

19.51%

Shares385.7K

Event2026-03-31

Filed2026-05-15

ERC

ALLSPRING MULTI SECTOR INCOM

-7.61%

Shares657.4K

Event2026-03-31

Filed2026-05-15

DXCM

DEXCOM INC

-18.63%

Shares94.0K

Event2026-03-31

Filed2026-05-15

EGO

ELDORADO GOLD CORP NEW

-7.98%

Shares171.6K

Event2026-03-31

Filed2026-05-15

DSL

DOUBLELINE INCOME SOLUTIONS

31.35%

Shares543.4K

Event2026-03-31

Filed2026-05-15

FEDERAL RLTY INVT TR NEW

21.43%

Shares55.3K

Event2026-03-31

Filed2026-05-15

OIA

INVESCO MUNI INCOME OPP TRST

-6.29%

Shares956.3K

Event2026-03-31

Filed2026-05-15

FIRST MAJESTIC SILVER CORP

-22.43%

Shares272.6K

Event2026-03-31

Filed2026-05-15

DYNATRACE INC

12.43%

Shares157.8K

Event2026-03-31

Filed2026-05-15

DVN

DEVON ENERGY CORP NEW

25.95%

Shares116.0K

Event2026-03-31

Filed2026-05-15

EAD

ALLSPRING INCOME OPPORTUNIT

-13.88%

Shares898.8K

Event2026-03-31

Filed2026-05-15

PMM

PUTNAM MANAGED MUN INCOME TR

0.82%

Shares945.7K

Event2026-03-31

Filed2026-05-15

BUNGE GLOBAL SA

54.57%

Shares45.4K

Event2026-03-31

Filed2026-05-15

HPF

HANCOCK JOHN PFD INCOME FD I

51.98%

Shares369.3K

Event2026-03-31

Filed2026-05-15

UTHR

UNITED THERAPEUTICS CORP DEL

19.18%

Shares9.7K

Event2026-03-31

Filed2026-05-15

ARROWHEAD PHARMACEUTICALS IN

61.47%

Shares91.5K

Event2026-03-31

Filed2026-05-15

MCO

MOODYS CORP

13.17%

Shares13.1K

Event2026-03-31

Filed2026-05-15

NXPI

NXP SEMICONDUCTORS N V

46.46%

Shares28.9K

Event2026-03-31

Filed2026-05-15

NFJ

VIRTUS DIVIDEND INTEREST & P

-25.97%

Shares449.9K

Event2026-03-31

Filed2026-05-15

CSQ

CALAMOS STRATEGIC TOTAL RETU

-12.42%

Shares324.5K

Event2026-03-31

Filed2026-05-15

NAN

NUVEEN NY DIVI ADV

-15.60%

Shares498.2K

Event2026-03-31

Filed2026-05-15

BGX

BLACKSTONE LONG SHORT CR INC

-28.07%

Shares502.1K

Event2026-03-31

Filed2026-05-15

ANTERO MIDSTREAM CORP

6.58%

Shares238.6K

Event2026-03-31

Filed2026-05-15

TXNM

TXNM ENERGY INC

-1.41%

Shares92.9K

Event2026-03-31

Filed2026-05-15

ON SEMICONDUCTOR CORP

-3.76%

Shares87.5K

Event2026-03-31

Filed2026-05-15

SWKS

SKYWORKS SOLUTIONS INC

-21.53%

Shares101.1K

Event2026-03-31

Filed2026-05-15

INGR

INGREDION INC

2.75%

Shares47.9K

Event2026-03-31

Filed2026-05-15

CMS

CMS ENERGY CORP

9.89%

Shares69.4K

Event2026-03-31

Filed2026-05-15

POR

PORTLAND GEN ELEC CO

-24.52%

Shares102.0K

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

-4.81%

Shares18.7K

Event2026-03-31

Filed2026-05-15

HYD

VANECK ETF TRUST

-11.48%

Shares105.6K

Event2026-03-31

Filed2026-05-15

ADM

ARCHER DANIELS MIDLAND CO

114.55%

Shares72.8K

Event2026-03-31

Filed2026-05-15

APA CORPORATION

140.16%

Shares123.7K

Event2026-03-31

Filed2026-05-15

ASX

ASE TECHNOLOGY HLDG CO LTD

-12.63%

Shares241.8K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

-17.32%

Shares17.3K

Event2026-03-31

Filed2026-05-15

LYB

LYONDELLBASELL INDUSTRIES NV

-23.94%

Shares64.8K

Event2026-03-31

Filed2026-05-15

SNDK

SANDISK CORP

-21.15%

Shares8.2K

Event2026-03-31

Filed2026-05-15

UTG

REAVES UTIL INCOME FD

-0.63%

Shares132.7K

Event2026-03-31

Filed2026-05-15

NXST

NEXSTAR MEDIA GROUP INC

0.55%

Shares28.8K

Event2026-03-31

Filed2026-05-15

ILMN

ILLUMINA INC

17.95%

Shares42.2K

Event2026-03-31

Filed2026-05-15

DINO

HF SINCLAIR CORP

19.60%

Shares83.3K

Event2026-03-31

Filed2026-05-15

VRSK

VERISK ANALYTICS INC

-20.12%

Shares27.2K

Event2026-03-31

Filed2026-05-15

NPCT

NUVEEN CORE PLUS IMPACT FUND

-2.02%

Shares504.1K

Event2026-03-31

Filed2026-05-15

NBIX

NEUROCRINE BIOSCIENCES INC

61.65%

Shares38.9K

Event2026-03-31

Filed2026-05-15

EMD

WESTERN ASSET EMERGING MKTS

16.31%

Shares521.1K

Event2026-03-31

Filed2026-05-15

EQX

EQUINOX GOLD CORP

-10.76%

Shares353.4K

Event2026-03-31

Filed2026-05-15

ARDC

ARES DYNAMIC CR ALLOCATION F

-6.73%

Shares416.4K

Event2026-03-31

Filed2026-05-15

SNA

SNAP ON INC

22.08%

Shares13.8K

Event2026-03-31

Filed2026-05-15

PHK

PIMCO HIGH INCOME FD

-18.20%

Shares1.1M

Event2026-03-31

Filed2026-05-15

AVY

AVERY DENNISON CORP

-2.00%

Shares28.7K

Event2026-03-31

Filed2026-05-15

BITB

BITWISE BITCOIN ETF TR

10.03%

Shares134.6K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

-14.91%

Shares25.5K

Event2026-03-31

Filed2026-05-15

DFP

FLAHERTY & CRUMRINE DYNAMIC

-19.40%

Shares242.8K

Event2026-03-31

Filed2026-05-15

CAH

CARDINAL HEALTH INC

61.87%

Shares23.0K

Event2026-03-31

Filed2026-05-15

ETO

EATON VANCE TAX-ADVANTAGED G

15.46%

Shares182.1K

Event2026-03-31

Filed2026-05-15

BIIB

BIOGEN INC

9.83%

Shares26.4K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD SCOTTSDALE FDS

15.01%

Shares58.1K

Event2026-03-31

Filed2026-05-15

AFL

AFLAC INC

9.99%

Shares43.6K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

25.02%

Shares14.5K

Event2026-03-31

Filed2026-05-15

FCAL

FIRST TR EXCH TRADED FD III

-1.27%

Shares97.0K

Event2026-03-31

Filed2026-05-15

STANLEY BLACK & DECKER INC

103.74%

Shares66.1K

Event2026-03-31

Filed2026-05-15

JCE

NUVEEN CORE EQUITY ALPHA FD

18.10%

Shares317.6K

Event2026-03-31

Filed2026-05-15

EFT

EATON VANCE FLOATING RATE IN

-3.14%

Shares434.9K

Event2026-03-31

Filed2026-05-15

MTSI

MACOM TECH SOLUTIONS HLDGS I

39.39%

Shares20.9K

Event2026-03-31

Filed2026-05-15

HAL

HALLIBURTON CO

107.04%

Shares119.0K

Event2026-03-31

Filed2026-05-15

ORI

OLD REP INTL CORP

0.13%

Shares114.1K

Event2026-03-31

Filed2026-05-15

CCD

CALAMOS DYNAMIC CONV & INCOM

-17.28%

Shares212.8K

Event2026-03-31

Filed2026-05-15

HPE

HEWLETT PACKARD ENTERPRISE C

41.74%

Shares190.5K

Event2026-03-31

Filed2026-05-15

DMB

BNY MELLON MUN BD INFRASTRUC

-1.26%

Shares429.2K

Event2026-03-31

Filed2026-05-15

FAX

ABRDN ASIA PACIFIC INCOME FU

37.25%

Shares313.1K

Event2026-03-31

Filed2026-05-15

EOI

EATON VANCE ENHANCED EQUITY

-1.04%

Shares239.9K

Event2026-03-31

Filed2026-05-15

MFM

MFS MUN INCOME TR

-9.40%

Shares832.4K

Event2026-03-31

Filed2026-05-15

SOUTHSTATE BK CORP

0.01%

Shares48.5K

Event2026-03-31

Filed2026-05-15

TLN

TALEN ENERGY CORP

131.68%

Shares14.0K

Event2026-03-31

Filed2026-05-15

EFR

EATON VANCE SR FLTNG RTE TR

-9.15%

Shares422.9K

Event2026-03-31

Filed2026-05-15

PROSPERITY BANCSHARES INC

15.65%

Shares66.3K

Event2026-03-31

Filed2026-05-15

HALO

HALOZYME THERAPEUTICS INC

31.41%

Shares68.7K

Event2026-03-31

Filed2026-05-15

MEDP

MEDPACE HLDGS INC

116.68%

Shares9.2K

Event2026-03-31

Filed2026-05-15

BRO

BROWN & BROWN INC

-5.33%

Shares67.9K

Event2026-03-31

Filed2026-05-15

GLPI

GAMING & LEISURE P

-19.19%

Shares99.7K

Event2026-03-31

Filed2026-05-15

EQR

EQUITY RESIDENTIAL

28.14%

Shares74.7K

Event2026-03-31

Filed2026-05-15

MET

METLIFE INC

32.88%

Shares61.6K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

25.87%

Shares7.5K

Event2026-03-31

Filed2026-05-15

PBR

PETROLEO BRASILEIRO S A

39.71%

Shares207.4K

Event2026-03-31

Filed2026-05-15

FLTR

VANECK ETF TRUST

1.38%

Shares167.9K

Event2026-03-31

Filed2026-05-15

RPM

RPM INTL INC

8.56%

Shares42.9K

Event2026-03-31

Filed2026-05-15

HYI

WESTERN ASSET HIGH YIELD OPP

-7.01%

Shares399.1K

Event2026-03-31

Filed2026-05-15

PEG

PUBLIC SVC ENTERPRISE GROUP

20.15%

Shares52.4K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

-11.07%

Shares4.8K

Event2026-03-31

Filed2026-05-15

BGH

BARINGS GLOBAL SHORT DURATIO

-6.67%

Shares307.6K

Event2026-03-31

Filed2026-05-15

INCY

INCYTE CORP

7.44%

Shares44.6K

Event2026-03-31

Filed2026-05-15

WTFC

WINTRUST FINL CORP

-17.11%

Shares30.2K

Event2026-03-31

Filed2026-05-15

OR ROYALTIES INC.

-14.91%

Shares109.2K

Event2026-03-31

Filed2026-05-15

GATX

GATX CORP

-16.59%

Shares24.3K

Event2026-03-31

Filed2026-05-15

CAG

CONAGRA BRANDS INC

39.76%

Shares262.2K

Event2026-03-31

Filed2026-05-15

NXJ

NUVEEN NEW JERSEY

-15.36%

Shares333.2K

Event2026-03-31

Filed2026-05-15

ENERGY TRANSFER L P

New

Shares350.6K

Event2026-03-31

Filed2026-05-15

NRG

NRG ENERGY INC

56.85%

Shares27.6K

Event2026-03-31

Filed2026-05-15

PCG

PG&E CORP

31.62%

Shares229.3K

Event2026-03-31

Filed2026-05-15

FSLR

FIRST SOLAR INC

18.77%

Shares20.2K

Event2026-03-31

Filed2026-05-15

SSRM

SSR MINING IN

-17.56%

Shares134.9K

Event2026-03-31

Filed2026-05-15

EOG

EOG RES INC

22.75%

Shares27.4K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

1.33%

Shares16.0K

Event2026-03-31

Filed2026-05-15

EXEL

EXELIXIS INC

64.00%

Shares91.5K

Event2026-03-31

Filed2026-05-15

FSM

FORTUNA MNG CORP

-3.81%

Shares394.1K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

SPY Call CallSTATE STR SPDR S&P 500 ETF T258.7K shares6.33%2026-03-312026-05-15

SPY Call

STATE STR SPDR S&P 500 ETF T

6.33%

Shares258.7K

Event2026-03-31

Filed2026-05-15

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T258.7K shares6.33%2026-03-312026-05-15

SPY Put

STATE STR SPDR S&P 500 ETF T

6.33%

Shares258.7K

Event2026-03-31

Filed2026-05-15