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The Analysis of HighTower Advisors, LLC's Holdings & P&L

Currently, HighTower Advisors, LLC holds 3790 types of securities in its portfolio with a total value $94.2B. In the most recent quarter, they have increased their positions in JNJ (+6.5M shares, valued at $1.6B), SPY (+795.3K shares, valued at $517.2M), IVV (+495.5K shares, valued at $323.7M); decreased their positions in XOM (-884.0K shares, valued at $150.0M), HYD (-1.9M shares, valued at $93.2M), EMN (-695.4K shares, valued at $53.1M); initiated new positions in N/A (+475.9K shares, valued at $93.8M).

1M P&L

+1.1B+1.25%

3M P&L

-5.8B-5.92%

HY P&L

-344.3M-0.37%

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/A42.9B

50.8%

2Drug Manufacturers - General4.0B

4.8%

3Consumer Electronics3.0B

3.5%

Top Industries by Stock Count

1N/A1633 stocks

45.8%

2Banks - Regional115 stocks

3.2%

3Biotechnology100 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC11.8M shares6.95%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON10.5M shares165.51%2026-03-312026-05-05

IVV ISHARES TR3.2M shares18.43%2026-03-312026-05-05

MSFT MICROSOFT CORP5.1M shares1.07%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T2.8M shares39.62%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS2.7M shares2.90%2026-03-312026-05-05

BRK.A BERKSHIRE HATHAWAY INC DEL2.0K shares-3.46%2026-03-312026-05-05

NVDA NVIDIA CORPORATION7.7M shares6.97%2026-03-312026-05-05

Sponsored

XOM EXXON MOBIL CORP7.2M shares-10.95%2026-03-312026-05-05

AMZN AMAZON COM INC5.7M shares2.26%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.4M shares-2.79%2026-03-312026-05-05

ALPHABET INC ALPHABET INC3.8M shares-3.24%2026-03-312026-05-05

META META PLATFORMS INC1.4M shares1.19%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO2.7M shares-0.37%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS11.7M shares5.36%2026-03-312026-05-05

VTI VANGUARD INDEX FDS2.2M shares2.45%2026-03-312026-05-05

Sponsored

SN SHARKNINJA INC6.6M shares4.73%2026-03-312026-05-05

BROADCOM INC BROADCOM INC2.3M shares4.26%2026-03-312026-05-05

VUG VANGUARD INDEX FDS1.6M shares0.79%2026-03-312026-05-05

VTV VANGUARD INDEX FDS3.5M shares1.74%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR1.2M shares-0.81%2026-03-312026-05-05

CVX CHEVRON CORPORATION3.2M shares7.82%2026-03-312026-05-05

ALPHABET INC ALPHABET INC2.1M shares0.79%2026-03-312026-05-05

GLD SPDR GOLD TR1.4M shares-2.82%2026-03-312026-05-05

Sponsored

PEP PEPSICO INC3.7M shares8.01%2026-03-312026-05-05

IWF ISHARES TR1.3M shares-0.52%2026-03-312026-05-05

SIXH EXCHANGE TRADED CONCEPTS TRU12.5M shares0.89%2026-03-312026-05-05

SCHF SCHWAB STRATEGIC TR21.2M shares2.77%2026-03-312026-05-05

IJH ISHARES TR7.7M shares-1.85%2026-03-312026-05-05

IEFA ISHARES TR5.7M shares4.20%2026-03-312026-05-05

VIG VANGUARD SPECIALIZED FUNDS2.4M shares-0.29%2026-03-312026-05-05

IJR ISHARES TR3.5M shares5.30%2026-03-312026-05-05

Sponsored

MERCK & CO INC MERCK & CO INC3.6M shares-4.79%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION434.9K shares3.67%2026-03-312026-05-05

MCD MCDONALDS CORP1.4M shares1.59%2026-03-312026-05-05

CAT CATERPILLAR INC592.4K shares-6.39%2026-03-312026-05-05

V VISA INC1.4M shares-1.57%2026-03-312026-05-05

SIXA EXCHANGE TRADED CONCEPTS TRU7.8M shares4.26%2026-03-312026-05-05

CSCO CISCO SYS INC5.3M shares-6.80%2026-03-312026-05-05

LLY ELI LILLY & CO440.8K shares-9.62%2026-03-312026-05-05

Sponsored

PG PROCTER & GAMBLE CO2.7M shares10.71%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F7.3M shares14.55%2026-03-312026-05-05

UMI USCF ETF TR6.4M shares10.21%2026-03-312026-05-05

WMT WALMART INC2.9M shares0.61%2026-03-312026-05-05

DGRO ISHARES TR5.1M shares2.94%2026-03-312026-05-05

ABBV ABBVIE INC1.7M shares1.79%2026-03-312026-05-05

SCHX SCHWAB STRATEGIC TR14.0M shares-0.96%2026-03-312026-05-05

TSLA TESLA INC963.0K shares3.34%2026-03-312026-05-05

Sponsored

RTX RTX CORPORATION1.8M shares-8.83%2026-03-312026-05-05

SPYM SPDR SERIES TRUST4.4M shares2.17%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS1.3M shares-5.37%2026-03-312026-05-05

BAC BANK AMERICA CORP6.6M shares-4.57%2026-03-312026-05-05

VZ VERIZON COMMUNICATIONS INC6.3M shares-5.11%2026-03-312026-05-05

SCHE SCHWAB STRATEGIC TR9.5M shares-1.94%2026-03-312026-05-05

VO VANGUARD INDEX FDS1.1M shares2.31%2026-03-312026-05-05

HD HOME DEPOT INC946.2K shares2.41%2026-03-312026-05-05

Sponsored

BND VANGUARD BD INDEX FDS4.1M shares-0.44%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.6M shares10.04%2026-03-312026-05-05

VGT VANGUARD WORLD FD423.2K shares2.23%2026-03-312026-05-05

ISHARES GOLD TR ISHARES GOLD TR3.3M shares-2.95%2026-03-312026-05-05

AMGN AMGEN INC820.3K shares4.28%2026-03-312026-05-05

VXUS VANGUARD STAR FDS3.7M shares7.11%2026-03-312026-05-05

PYLD PIMCO ETF TR10.8M shares16.28%2026-03-312026-05-05

VEU VANGUARD INTL EQUITY INDEX F3.7M shares-0.79%2026-03-312026-05-05

Sponsored

BLACKSTONE INC BLACKSTONE INC2.4M shares40.81%2026-03-312026-05-05

TSM TAIWAN SEMICONDUCTOR MANUFAC803.8K shares2.97%2026-03-312026-05-05

MA MASTERCARD INCORPORATED534.3K shares-0.31%2026-03-312026-05-05

PLPC PREFORMED LINE PRODS CO968.1K shares0.19%2026-03-312026-05-05

AEP AMERICAN ELEC PWR CO INC2.0M shares0.35%2026-03-312026-05-05

QUAL ISHARES TR1.3M shares3.76%2026-03-312026-05-05

WFC WELLS FARGO & CO3.2M shares-5.14%2026-03-312026-05-05

SCHG SCHWAB STRATEGIC TR8.6M shares3.05%2026-03-312026-05-05

Sponsored

VB VANGUARD INDEX FDS958.8K shares0.80%2026-03-312026-05-05

DGRW WISDOMTREE TR2.8M shares-1.29%2026-03-312026-05-05

NFLX NETFLIX INC.2.6M shares45.27%2026-03-312026-05-05

LMT LOCKHEED MARTIN CORP393.6K shares-7.28%2026-03-312026-05-05

SPYG SPDR SERIES TRUST2.4M shares2.05%2026-03-312026-05-05

NEE NEXTERA ENERGY INC2.5M shares3.45%2026-03-312026-05-05

IWD ISHARES TR1.1M shares-0.91%2026-03-312026-05-05

IVW ISHARES TR2.1M shares0.74%2026-03-312026-05-05

Sponsored

TJX TJX COS INC NEW1.4M shares-0.04%2026-03-312026-05-05

KO COCA COLA CO3.0M shares1.61%2026-03-312026-05-05

SCHB SCHWAB STRATEGIC TR9.0M shares3.89%2026-03-312026-05-05

AVDE AMERICAN CENTY ETF TR2.6M shares12.56%2026-03-312026-05-05

IEMG ISHARES INC3.2M shares6.44%2026-03-312026-05-05

DFUV DIMENSIONAL ETF TRUST4.5M shares-1.42%2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS1.5M shares2.45%2026-03-312026-05-05

MS MORGAN STANLEY1.3M shares-13.59%2026-03-312026-05-05

Sponsored

DFAC DIMENSIONAL ETF TRUST5.4M shares-5.30%2026-03-312026-05-05

SCHM SCHWAB STRATEGIC TR6.8M shares-2.03%2026-03-312026-05-05

VCIT VANGUARD SCOTTSDALE FDS2.5M shares4.31%2026-03-312026-05-05

XLK SELECT SECTOR SPDR TR1.6M shares3.89%2026-03-312026-05-05

VONG VANGUARD SCOTTSDALE FDS1.9M shares2.48%2026-03-312026-05-05

MO ALTRIA GROUP INC3.1M shares10.06%2026-03-312026-05-05

DIS DISNEY WALT CO2.1M shares-5.36%2026-03-312026-05-05

GILD GILEAD SCIENCES INC1.5M shares-12.71%2026-03-312026-05-05

Sponsored

GS GOLDMAN SACHS GROUP INC237.7K shares-9.62%2026-03-312026-05-05

AGG ISHARES TR2.0M shares-11.19%2026-03-312026-05-05

VGIT VANGUARD SCOTTSDALE FDS3.3M shares5.11%2026-03-312026-05-05

SPG SIMON PPTY GROUP INC NEW1.1M shares-7.43%2026-03-312026-05-05

SBUX STARBUCKS CORP2.2M shares21.38%2026-03-312026-05-05

SPDW SPDR INDEX SHS FDS4.2M shares6.77%2026-03-312026-05-05

JAAA JANUS DETROIT STR TR3.8M shares-7.66%2026-03-312026-05-05

CMI CUMMINS INC353.3K shares-12.00%2026-03-312026-05-05

Sponsored

QGRW WISDOMTREE TR3.5M shares2.15%2026-03-312026-05-05

IWB ISHARES TR524.1K shares9.12%2026-03-312026-05-05

SIXL EXCHANGE TRADED CONCEPTS TRU5.0M shares0.24%2026-03-312026-05-05

LAM RESEARCH CORP LAM RESEARCH CORP870.9K shares-14.49%2026-03-312026-05-05

MUB ISHARES TR1.7M shares-0.87%2026-03-312026-05-05

AVUS AMERICAN CENTY ETF TR1.6M shares-3.83%2026-03-312026-05-05

ORCL ORACLE CORP1.2M shares-22.36%2026-03-312026-05-05

DFIV DIMENSIONAL ETF TRUST3.4M shares-2.68%2026-03-312026-05-05

Sponsored

EATON CORP PLC EATON CORP PLC491.6K shares-11.21%2026-03-312026-05-05

SPYV SPDR SERIES TRUST3.1M shares21.25%2026-03-312026-05-05

UNP UNION PAC CORP716.1K shares15.44%2026-03-312026-05-05

ABT ABBOTT LABORATORIES1.7M shares-8.37%2026-03-312026-05-05

TXN TEXAS INSTRS INC866.6K shares4.24%2026-03-312026-05-05

MU MICRON TECHNOLOGY INC496.1K shares-1.84%2026-03-312026-05-05

VBR VANGUARD INDEX FDS771.0K shares-5.05%2026-03-312026-05-05

JEPI J P MORGAN EXCHANGE TRADED F2.9M shares1.38%2026-03-312026-05-05

Sponsored

UNH UNITEDHEALTH GROUP INC609.7K shares11.79%2026-03-312026-05-05

TMUS T-MOBILE US INC774.5K shares10.26%2026-03-312026-05-05

EFA ISHARES TR1.7M shares1.00%2026-03-312026-05-05

IXUS ISHARES TR1.9M shares-0.22%2026-03-312026-05-05

IMCB ISHARES TR1.9M shares4.40%2026-03-312026-05-05

PM PHILIP MORRIS INTL INC971.7K shares-0.20%2026-03-312026-05-05

VGK VANGUARD INTL EQUITY INDEX F1.9M shares-4.47%2026-03-312026-05-05

IWM ISHARES TR642.4K shares8.84%2026-03-312026-05-05

Sponsored

AMAT APPLIED MATLS INC465.2K shares1.09%2026-03-312026-05-05

QCOM QUALCOMM INC1.2M shares-5.99%2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR5.1M shares-5.12%2026-03-312026-05-05

AVUV AMERICAN CENTY ETF TR1.4M shares7.16%2026-03-312026-05-05

LINDE PLC LINDE PLC313.3K shares2.12%2026-03-312026-05-05

GEV GE VERNOVA INC176.9K shares0.26%2026-03-312026-05-05

DFIC DIMENSIONAL ETF TRUST4.3M shares-15.78%2026-03-312026-05-05

JCPB J P MORGAN EXCHANGE TRADED F3.2M shares8.74%2026-03-312026-05-05

Sponsored

AVEM AMERICAN CENTY ETF TR1.9M shares-16.42%2026-03-312026-05-05

LOW LOWES COS INC638.6K shares-7.67%2026-03-312026-05-05

SYK STRYKER CORPORATION448.7K shares0.94%2026-03-312026-05-05

GLDM WORLD GOLD TR1.6M shares18.82%2026-03-312026-05-05

SO SOUTHERN CO1.5M shares-2.01%2026-03-312026-05-05

EPD ENTERPRISE PRODS PARTNERS L3.9M shares0.20%2026-03-312026-05-05

AXP AMERICAN EXPRESS CO482.3K shares11.61%2026-03-312026-05-05

MDY STATE STR SPDR S&P MIDCAP 40235.0K shares-0.46%2026-03-312026-05-05

Sponsored

ASML ASML HLDG NV109.0K shares-3.87%2026-03-312026-05-05

VTIP VANGUARD MALVERN FDS2.8M shares4.42%2026-03-312026-05-05

PANW PALO ALTO NETWORKS INC877.1K shares28.14%2026-03-312026-05-05

IVE ISHARES TR663.7K shares0.62%2026-03-312026-05-05

BA BOEING CO677.5K shares6.96%2026-03-312026-05-05

SPEM SPDR INDEX SHS FDS2.9M shares9.04%2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE472.9K shares5.15%2026-03-312026-05-05

ITOT ISHARES TR918.5K shares-1.25%2026-03-312026-05-05

Sponsored

VTEB VANGUARD MUN BD FDS2.6M shares2.96%2026-03-312026-05-05

FDX FEDEX CORP360.0K shares13.90%2026-03-312026-05-05

SRE SEMPRA1.3M shares1.56%2026-03-312026-05-05

DE DEERE & CO225.0K shares0.21%2026-03-312026-05-05

XLE SELECT SECTOR SPDR TR2.0M shares11.66%2026-03-312026-05-05

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND615.7K shares55.00%2026-03-312026-05-05

SHW SHERWIN WILLIAMS CO380.2K shares-10.89%2026-03-312026-05-05

WMB WILLIAMS COS INC1.7M shares-0.78%2026-03-312026-05-05

Sponsored

SCI SERVICE CORP INTL1.5M shares0.08%2026-03-312026-05-05

MGV VANGUARD WORLD FD835.2K shares-0.31%2026-03-312026-05-05

MKL MARKEL GROUP INC62.7K shares-4.64%2026-03-312026-05-05

VFLO VICTORY PORTFOLIOS II3.0M shares1.50%2026-03-312026-05-05

VICI VICI PPTYS INC4.4M shares30.41%2026-03-312026-05-05

SPMD SPDR SERIES TRUST2.0M shares-0.93%2026-03-312026-05-05

IWV ISHARES TR318.2K shares1.78%2026-03-312026-05-05

USFR WISDOMTREE TR2.3M shares-1.63%2026-03-312026-05-05

Sponsored

SIXS EXCHANGE TRADED CONCEPTS TRU2.3M shares6.14%2026-03-312026-05-05

WTV WISDOMTREE TR1.2M shares3.44%2026-03-312026-05-05

SDVY FIRST TR EXCHANGE TRADED FD3.0M shares-10.04%2026-03-312026-05-05

MEDTRONIC PLC MEDTRONIC PLC1.3M shares-8.46%2026-03-312026-05-05

QQQM INVESCO EXCH TRADED FD TR II480.4K shares25.08%2026-03-312026-05-05

SPIB SPDR SERIES TRUST3.4M shares3.58%2026-03-312026-05-05

DFAT DIMENSIONAL ETF TRUST1.8M shares-2.60%2026-03-312026-05-05

VGSH VANGUARD SCOTTSDALE FDS1.9M shares-0.41%2026-03-312026-05-05

Sponsored

DFEM DIMENSIONAL ETF TRUST3.2M shares-14.36%2026-03-312026-05-05

CME CME GROUP INC374.2K shares6.02%2026-03-312026-05-05

XLF SELECT SECTOR SPDR TR2.2M shares-1.88%2026-03-312026-05-05

GIS GENERAL MILLS INC2.9M shares109.54%2026-03-312026-05-05

AZO AUTOZONE INC32.2K shares-2.12%2026-03-312026-05-05

COWZ PACER FDS TR1.7M shares2.44%2026-03-312026-05-05

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO2.7M shares4.78%2026-03-312026-05-05

GPIX GOLDMAN SACHS ETF TR2.1M shares4.33%2026-03-312026-05-05

Sponsored

SCHZ SCHWAB STRATEGIC TR4.5M shares9.06%2026-03-312026-05-05

RDVY FIRST TR EXCHANGE TRADED FD1.5M shares4.89%2026-03-312026-05-05

LAMR LAMAR ADVERTISING CO820.0K shares6.23%2026-03-312026-05-05

NKE NIKE INC2.0M shares12.45%2026-03-312026-05-05

UPS UNITED PARCEL SVCS INC1.0M shares21.32%2026-03-312026-05-05

MC MOELIS & CO1.8M shares28.84%2026-03-312026-05-05

PLTR PALANTIR TECHNOLOGIES INC691.3K shares5.13%2026-03-312026-05-05

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW760.2K shares-3.23%2026-03-312026-05-05

Sponsored

MCO MOODYS CORP227.5K shares-4.43%2026-03-312026-05-05

COP CONOCOPHILLIPS751.7K shares9.71%2026-03-312026-05-05

IQLT ISHARES TR2.1M shares-3.87%2026-03-312026-05-05

OWL BLUE OWL CAPITAL INC10.8M shares175.40%2026-03-312026-05-05

VPL VANGUARD INTL EQUITY INDEX F1.0M shares-5.63%2026-03-312026-05-05

DFAI DIMENSIONAL ETF TRUST2.5M shares0.21%2026-03-312026-05-05

ISRG INTUITIVE SURGICAL INC212.2K shares5.86%2026-03-312026-05-05

DIVO AMPLIFY ETF TR2.2M shares0.78%2026-03-312026-05-05

Sponsored

PSA PUBLIC STORAGE OPER CO355.0K shares0.09%2026-03-312026-05-05

IGSB ISHARES TR1.8M shares3.31%2026-03-312026-05-05

DFSD DIMENSIONAL ETF TRUST2.0M shares4.30%2026-03-312026-05-05

ASTRAZENECA PLC ASTRAZENECA PLC475.9K sharesnew addition2026-03-312026-05-05

HON HONEYWELL INTL INC413.2K shares4.95%2026-03-312026-05-05

LMBS FIRST TR EXCHANGE-TRADED FD1.9M shares28.64%2026-03-312026-05-05

AFL AFLAC INC842.0K shares6.97%2026-03-312026-05-05

GFLW VICTORY PORTFOLIOS II3.5M shares6.35%2026-03-312026-05-05

Sponsored

JCI JOHNSON CONTROLS INTERNATION702.4K shares-1.52%2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC450.3K shares12.46%2026-03-312026-05-05

SGOV ISHARES TR899.7K shares21.89%2026-03-312026-05-05

EMXC ISHARES INC1.1M shares1.32%2026-03-312026-05-05

FBND FIDELITY MERRIMACK STR TR2.0M shares4.40%2026-03-312026-05-05

VMC VULCAN MATLS CO330.2K shares1.04%2026-03-312026-05-05

CGDV CAPITAL GROUP DIVIDEND VALUE2.1M shares16.45%2026-03-312026-05-05

GBDC GOLUB CAP BDC INC7.0M shares206.60%2026-03-312026-05-05

Sponsored

TBIL RBB FD INC1.8M shares2796.65%2026-03-312026-05-05

KLAC KLA CORP60.5K shares25.87%2026-03-312026-05-05

VUSB VANGUARD BD INDEX FDS1.8M shares8.71%2026-03-312026-05-05

EMR EMERSON ELEC CO667.1K shares-4.21%2026-03-312026-05-05

APD AIR PRODUCTS AND CHEMICALS I299.0K shares12.03%2026-03-312026-05-05

ADI ANALOG DEVICES INC272.3K shares-9.49%2026-03-312026-05-05

BLACKROCK INC BLACKROCK INC87.1K shares0.95%2026-03-312026-05-05

MGK VANGUARD WORLD FD226.5K shares-1.30%2026-03-312026-05-05

Sponsored

VBK VANGUARD INDEX FDS273.4K shares-19.00%2026-03-312026-05-05

VT VANGUARD INTL EQUITY INDEX F594.7K shares2.89%2026-03-312026-05-05

PPA INVESCO EXCHANGE TRADED FD T491.3K shares-1.41%2026-03-312026-05-05

SCHV SCHWAB STRATEGIC TR2.7M shares0.02%2026-03-312026-05-05

SLB SLB LIMITED1.6M shares-16.89%2026-03-312026-05-05

T AT&T INC2.8M shares1.66%2026-03-312026-05-05

NSC NORFOLK SOUTHN CORP276.9K shares-1.84%2026-03-312026-05-05

SCL STEPAN CO1.6M shares0.01%2026-03-312026-05-05

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CRWD CROWDSTRIKE HLDGS INC200.9K shares-8.00%2026-03-312026-05-05

TBG EA SERIES TRUST2.3M shares3.23%2026-03-312026-05-05

ARISTA NETWORKS INC ARISTA NETWORKS INC637.3K shares-2.67%2026-03-312026-05-05

NEM NEWMONT CORP722.2K shares14.78%2026-03-312026-05-05

IGIB ISHARES TR1.5M shares25.13%2026-03-312026-05-05

SERIES PORTFOLIOS TR SERIES PORTFOLIOS TR2.7M shares15.10%2026-03-312026-05-05

DUHP DIMENSIONAL ETF TRUST2.1M shares-9.82%2026-03-312026-05-05

XLV SELECT SECTOR SPDR TR526.9K shares2.33%2026-03-312026-05-05

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DFLV DIMENSIONAL ETF TRUST2.2M shares-0.08%2026-03-312026-05-05

EMN EASTMAN CHEM CO1.0M shares-41.00%2026-03-312026-05-05

VYMI VANGUARD WHITEHALL FDS804.7K shares2.59%2026-03-312026-05-05

NOW SERVICENOW INC723.4K shares49.82%2026-03-312026-05-05

EEM ISHARES TR1.3M shares7.33%2026-03-312026-05-05

MCK MCKESSON CORP86.9K shares10.88%2026-03-312026-05-05

DHR DANAHER CORP DEL393.7K shares-6.06%2026-03-312026-05-05

MTN VAIL RESORTS INC580.5K shares28.99%2026-03-312026-05-05

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DFCF DIMENSIONAL ETF TRUST1.8M shares4.46%2026-03-312026-05-05

PFE PFIZER INC2.6M shares1.40%2026-03-312026-05-05

AWK AMERICAN WTR WKS CO INC NEW543.8K shares-4.64%2026-03-312026-05-05

MUSA MURPHY USA INC149.6K shares1.88%2026-03-312026-05-05

SLV ISHARES SILVER TR1.1M shares-31.72%2026-03-312026-05-05

FVD FIRST TR EXCHANGE-TRADED FD1.6M shares-1.95%2026-03-312026-05-05

MDLZ MONDELEZ INTL INC1.3M shares2.13%2026-03-312026-05-05

GLPI GAMING & LEISURE P1.7M shares-1.56%2026-03-312026-05-05

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IUSV ISHARES TR717.5K shares1.41%2026-03-312026-05-05

CL COLGATE PALMOLIVE CO857.3K shares4.97%2026-03-312026-05-05

IUSG ISHARES TR465.1K shares-18.67%2026-03-312026-05-05

PWR QUANTA SVCS INC130.8K shares-20.91%2026-03-312026-05-05

ADBE ADOBE INC294.5K shares30.11%2026-03-312026-05-05

FIXD FIRST TR EXCHNG TRADED FD VI1.6M shares13.86%2026-03-312026-05-05

TMO THERMO FISHER SCIENTIFIC INC145.0K shares-0.03%2026-03-312026-05-05

DFAS DIMENSIONAL ETF TRUST996.3K shares-0.30%2026-03-312026-05-05

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LINE LINEAGE INC2.2M shares213.43%2026-03-312026-05-05

DFAE DIMENSIONAL ETF TRUST2.1M shares2.56%2026-03-312026-05-05

TLT ISHARES TR808.6K shares28.97%2026-03-312026-05-05

CRM SALESFORCE INC375.1K shares-17.20%2026-03-312026-05-05

WM WASTE MGMT INC DEL304.7K shares2.66%2026-03-312026-05-05

BMY BRISTOL-MYERS SQUIBB CO1.2M shares2.51%2026-03-312026-05-05

SDY SPDR SERIES TRUST479.1K shares-0.57%2026-03-312026-05-05

FYLD CAMBRIA ETF TR1.9M shares-3.57%2026-03-312026-05-05

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BABA ALIBABA GROUP HLDG LTD549.0K shares-9.29%2026-03-312026-05-05

COF CAPITAL ONE FINL CORP377.0K shares6.56%2026-03-312026-05-05

TFC TRUIST FINL CORP1.5M shares27.91%2026-03-312026-05-05

ETFS GOLD TR ETFS GOLD TR1.5M shares-16.31%2026-03-312026-05-05

FNDF SCHWAB STRATEGIC TR1.4M shares10.66%2026-03-312026-05-05

USMF WISDOMTREE TR1.4M shares0.84%2026-03-312026-05-05

TOTALENERGIES SE TOTALENERGIES SE737.3K shares-1.36%2026-03-312026-05-05

JPST J P MORGAN EXCHANGE TRADED F1.3M shares24.76%2026-03-312026-05-05

Sponsored

CB CHUBB LTD SWITZ205.3K shares2.88%2026-03-312026-05-05

BSV VANGUARD BD INDEX FDS846.0K shares0.07%2026-03-312026-05-05

DHI D R HORTON INC482.3K shares14.05%2026-03-312026-05-05

CWI SPDR INDEX SHS FDS1.8M shares2.34%2026-03-312026-05-05

USMV ISHARES TR702.0K shares4.58%2026-03-312026-05-05

RSPH INVESCO EXCHANGE TRADED FD T2.1M shares-2.88%2026-03-312026-05-05

HELO J P MORGAN EXCHANGE TRADED F1.0M shares4.61%2026-03-312026-05-05

DFAR DIMENSIONAL ETF TRUST2.7M shares4.64%2026-03-312026-05-05

Sponsored

ARCC ARES CAPITAL CORP3.5M shares44.46%2026-03-312026-05-05

IYW ISHARES TR350.5K shares3.02%2026-03-312026-05-05

BKR BAKER HUGHES COMPANY1.0M shares-8.11%2026-03-312026-05-05

DIHP DIMENSIONAL ETF TRUST2.0M shares-14.24%2026-03-312026-05-05

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP182.9K shares-4.36%2026-03-312026-05-05

FCX FREEPORT MCMORAN INC1.1M shares-0.11%2026-03-312026-05-05

FELC FIDELITY COVINGTON TRUST1.7M shares0.83%2026-03-312026-05-05

PH PARKER-HANNIFIN CORP69.7K shares-3.07%2026-03-312026-05-05

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CSX CSX CORP1.5M shares-1.29%2026-03-312026-05-05

NOC NORTHROP GRUMMAN CORP91.1K shares11.96%2026-03-312026-05-05

WHR WHIRLPOOL CORP1.1M shares7.79%2026-03-312026-05-05

SHY ISHARES TR749.1K shares-14.58%2026-03-312026-05-05

FPE FIRST TR EXCH TRADED FD III3.5M shares4.87%2026-03-312026-05-05

PSX PHILLIPS 66336.5K shares-8.95%2026-03-312026-05-05

SXQG EXCHANGE TRADED CONCEPTS TRU2.0M shares1.83%2026-03-312026-05-05

PVAL PUTNAM ETF TRUST1.3M shares6.82%2026-03-312026-05-05

Sponsored

ACWI ISHARES TR439.4K shares1.50%2026-03-312026-05-05

PNC PNC FINL SVCS GROUP INC291.6K shares-23.13%2026-03-312026-05-05

ROK ROCKWELL AUTOMATION INC168.3K shares22.63%2026-03-312026-05-05

UCON FIRST TR EXCHNG TRADED FD VI2.4M shares0.67%2026-03-312026-05-05

VOE VANGUARD INDEX FDS326.8K shares-0.70%2026-03-312026-05-05

TGT TARGET CORP495.0K shares105.87%2026-03-312026-05-05

SPTS SPDR SERIES TRUST2.1M shares1.35%2026-03-312026-05-05

VMBS VANGUARD SCOTTSDALE FDS1.3M shares5.33%2026-03-312026-05-05

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IJS ISHARES TR504.0K shares0.37%2026-03-312026-05-05

IDV ISHARES TR1.4M shares0.81%2026-03-312026-05-05

LVHI LEGG MASON ETF INVT1.5M shares4.73%2026-03-312026-05-05

VNQ VANGUARD INDEX FDS666.3K shares-7.85%2026-03-312026-05-05

GLW CORNING INC433.7K shares-3.34%2026-03-312026-05-05

INHIBRX BIOSCIENCES INC INHIBRX BIOSCIENCES INC870.2K shares-0.04%2026-03-312026-05-05

XLI SELECT SECTOR SPDR TR358.6K shares2.04%2026-03-312026-05-05

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY736.6K shares16.81%2026-03-312026-05-05

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BINC BLACKROCK ETF TRUST II1.1M shares-2.49%2026-03-312026-05-05

FNDX SCHWAB STRATEGIC TR2.0M shares4.53%2026-03-312026-05-05

TT TRANE TECHNOLOGIES PLC134.6K shares0.17%2026-03-312026-05-05

UBER UBER TECHNOLOGIES INC776.1K shares3.88%2026-03-312026-05-05

MOAT VANECK ETF TRUST574.2K shares-0.74%2026-03-312026-05-05

GPIQ GOLDMAN SACHS ETF TR1.1M shares5.20%2026-03-312026-05-05

SCZ ISHARES TR701.3K shares1.42%2026-03-312026-05-05

IDEV ISHARES TR657.3K shares5.70%2026-03-312026-05-05

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SPGI S&P GLOBAL INC129.1K shares-20.59%2026-03-312026-05-05

AGZ ISHARES TR500.2K shares5.40%2026-03-312026-05-05

QLTA ISHARES TR1.2M shares8.07%2026-03-312026-05-05

ET ENERGY TRANSFER L P2.8M shares3.64%2026-03-312026-05-05

ADP AUTOMATIC DATA PROCESSING IN267.4K shares-0.97%2026-03-312026-05-05

IJK ISHARES TR538.9K shares-7.28%2026-03-312026-05-05

MPC MARATHON PETE CORP220.7K shares4.89%2026-03-312026-05-05

XLY SELECT SECTOR SPDR TR489.3K shares0.09%2026-03-312026-05-05

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GRID FIRST TR EXCHANGE-TRADED FD325.1K shares5.43%2026-03-312026-05-05

IJT ISHARES TR366.0K shares-0.72%2026-03-312026-05-05

HLT HILTON WORLDWIDE HLDGS INC172.7K shares-1.68%2026-03-312026-05-05

DFCA DIMENSIONAL ETF TRUST1.0M shares2.93%2026-03-312026-05-05

GSLC GOLDMAN SACHS ETF TR415.3K shares0.44%2026-03-312026-05-05

SCHA SCHWAB STRATEGIC TR1.8M shares-3.38%2026-03-312026-05-05

AVDV AMERICAN CENTY ETF TR517.4K shares-10.64%2026-03-312026-05-05

IBDV ISHARES TR2.4M shares2.81%2026-03-312026-05-05

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SNPS SYNOPSYS INC129.0K shares446.83%2026-03-312026-05-05

IEF ISHARES TR534.3K shares77.47%2026-03-312026-05-05

IBIT ISHARES BITCOIN TRUST ETF1.3M shares54.41%2026-03-312026-05-05

PKG PACKAGING CORP AMER239.4K shares3.35%2026-03-312026-05-05

SPSM SPDR SERIES TRUST1.0M shares1.10%2026-03-312026-05-05

IJJ ISHARES TR380.2K shares-10.16%2026-03-312026-05-05

DVY ISHARES TR331.5K shares-0.02%2026-03-312026-05-05

ESGD ISHARES TR522.2K shares0.58%2026-03-312026-05-05

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EYLD CAMBRIA ETF TR1.2M shares-3.75%2026-03-312026-05-05

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F722.9K shares-7.11%2026-03-312026-05-05

VCSH VANGUARD SCOTTSDALE FDS627.0K shares2.98%2026-03-312026-05-05

ZTS ZOETIS INC419.9K shares29.99%2026-03-312026-05-05

AIRR FIRST TR EXCHANGE TRADED FD447.5K shares47.06%2026-03-312026-05-05

CIBR FIRST TR EXCHANGE-TRADED FD787.4K shares59.80%2026-03-312026-05-05

IWR ISHARES TR507.2K shares-2.90%2026-03-312026-05-05

XLG INVESCO EXCHANGE TRADED FD T898.4K shares25.08%2026-03-312026-05-05

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COMM VISTANCE NETWORKS INC2.7M shares-0.04%2026-03-312026-05-05

DYNF BLACKROCK ETF TRUST837.8K shares10.44%2026-03-312026-05-05

OKE ONEOK INC NEW537.6K shares34.41%2026-03-312026-05-05

DIA STATE STR SPDR DOW JONES IND104.2K shares-2.42%2026-03-312026-05-05

STWD STARWOOD PPTY TR INC2.8M shares69.17%2026-03-312026-05-05

LNG CHENIERE ENERGY INC168.7K shares-4.23%2026-03-312026-05-05

XLC SELECT SECTOR SPDR TR431.1K shares1.62%2026-03-312026-05-05

TPL TEXAS PACIFIC LAND CORPORATI100.1K shares0.46%2026-03-312026-05-05

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VONV VANGUARD SCOTTSDALE FDS505.9K shares4.68%2026-03-312026-05-05

JEPQ J P MORGAN EXCHANGE TRADED F851.9K shares1.34%2026-03-312026-05-05

JPIB J P MORGAN EXCHANGE TRADED F982.7K shares13.36%2026-03-312026-05-05

CARR CARRIER GLOBAL CORPORATION832.6K shares-2.34%2026-03-312026-05-05

GRNY TIDAL TRUST I2.0M shares-3.13%2026-03-312026-05-05

PSI INVESCO EXCHANGE TRADED FD T491.8K shares-9.47%2026-03-312026-05-05

ESGU ISHARES TR325.2K shares6.12%2026-03-312026-05-05

SPTI SPDR SERIES TRUST1.6M shares5.13%2026-03-312026-05-05

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CPRT COPART INC1.4M shares95.07%2026-03-312026-05-05

TRGP TARGA RES CORP182.2K shares-41.40%2026-03-312026-05-05

PHYS SPROTT ASSET MANAGEMENT LP1.3M shares16.75%2026-03-312026-05-05

REGN REGENERON PHARMACEUTICALS58.9K shares27.86%2026-03-312026-05-05

VIS VANGUARD WORLD FD145.5K shares1.32%2026-03-312026-05-05

IBDT ISHARES TR1.8M shares-2.01%2026-03-312026-05-05

TXUE THORNBURG ETF TR1.4M shares22.72%2026-03-312026-05-05

SUB ISHARES TR421.2K shares-15.23%2026-03-312026-05-05

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MMC MARSH & MCLENNAN COS INC258.2K shares-24.91%2026-03-312026-05-05

MINT PIMCO ETF TR445.1K shares9.76%2026-03-312026-05-05

SMLF ISHARES TR591.0K shares5.14%2026-03-312026-05-05

OTIS OTIS WORLDWIDE CORP575.1K shares-18.22%2026-03-312026-05-05

GDX VANECK ETF TRUST481.5K shares-6.22%2026-03-312026-05-05

EOG EOG RES INC305.3K shares-10.07%2026-03-312026-05-05

OXY OCCIDENTAL PETE CORP678.8K shares76.39%2026-03-312026-05-05

IBDS ISHARES TR1.8M shares0.90%2026-03-312026-05-05

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IGV ISHARES TR548.4K shares21.56%2026-03-312026-05-05

BOXX EA SERIES TRUST373.0K shares9.40%2026-03-312026-05-05

IBDU ISHARES TR1.9M shares5.27%2026-03-312026-05-05

BK BANK NEW YORK MELLON CORP363.2K shares-1.31%2026-03-312026-05-05

MTD METTLER TOLEDO INTERNATIONAL34.0K shares-3.24%2026-03-312026-05-05

BAB INVESCO EXCH TRADED FD TR II1.6M shares5.17%2026-03-312026-05-05

PAVE GLOBAL X FDS837.1K shares6.71%2026-03-312026-05-05

FRPH FRP HLDGS INC1.9M shares-0.14%2026-03-312026-05-05

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USB US BANCORP809.1K shares-0.13%2026-03-312026-05-05

TRV TRAVELERS COMPANIES INC143.9K shares-17.99%2026-03-312026-05-05

KMI KINDER MORGAN INC DEL1.2M shares-2.20%2026-03-312026-05-05

MSCI MSCI INC77.1K shares-3.74%2026-03-312026-05-05

ALPS ETF TR ALPS ETF TR784.2K shares4.19%2026-03-312026-05-05

JMUB J P MORGAN EXCHANGE TRADED F824.5K shares1.82%2026-03-312026-05-05

JHMB JOHN HANCOCK EXCHANGE TRADED1.8M shares72.99%2026-03-312026-05-05

BOND PIMCO ETF TR441.0K shares5.29%2026-03-312026-05-05

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JPME J P MORGAN EXCHANGE TRADED F355.3K shares4.93%2026-03-312026-05-05

DKS DICKS SPORTING GOODS INC204.9K shares12.24%2026-03-312026-05-05

GRPM INVESCO EXCHANGE TRADED FD T343.2K shares-25.70%2026-03-312026-05-05

NVS NOVARTIS AG264.6K shares5.28%2026-03-312026-05-05

ITW ILLINOIS TOOL WKS INC155.1K shares0.83%2026-03-312026-05-05

XLU SELECT SECTOR SPDR TR866.5K shares-12.67%2026-03-312026-05-05

DISV DIMENSIONAL ETF TRUST1.0M shares-17.13%2026-03-312026-05-05

BKNG BOOKING HOLDINGS INC9.3K shares1.89%2026-03-312026-05-05

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DFUS DIMENSIONAL ETF TRUST552.9K shares-4.73%2026-03-312026-05-05

EFV ISHARES TR524.5K shares7.85%2026-03-312026-05-05

SOXX ISHARES TR118.5K shares2.53%2026-03-312026-05-05

ITA ISHARES TR177.8K shares1.78%2026-03-312026-05-05

DFAX DIMENSIONAL ETF TRUST1.1M shares-2.87%2026-03-312026-05-05

CITIGROUP INC CITIGROUP INC342.5K shares8.45%2026-03-312026-05-05

APH AMPHENOL CORP307.1K shares12.28%2026-03-312026-05-05

HGER HARBOR ETF TRUST1.3M shares98.14%2026-03-312026-05-05

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J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F410.3K shares-2.27%2026-03-312026-05-05

CENCORA INC CENCORA INC122.0K shares2.56%2026-03-312026-05-05

VOOV VANGUARD ADMIRAL FDS INC187.5K shares-13.71%2026-03-312026-05-05

LQD ISHARES TR350.1K shares-6.80%2026-03-312026-05-05

JD JD.COM INC1.3M shares-7.33%2026-03-312026-05-05

VOOG VANGUARD ADMIRAL FDS INC92.8K shares-1.40%2026-03-312026-05-05

VMI VALMONT INDS INC94.3K shares-39.77%2026-03-312026-05-05

BBRE J P MORGAN EXCHANGE TRADED F391.7K shares-28.98%2026-03-312026-05-05

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VST VISTRA CORP249.3K shares82.30%2026-03-312026-05-05

XMMO INVESCO EXCHANGE TRADED FD T258.0K shares2.53%2026-03-312026-05-05

EWZ ISHARES INC968.0K shares917.24%2026-03-312026-05-05

IBDW ISHARES TR1.8M shares46.43%2026-03-312026-05-05

STZ CONSTELLATION BRANDS INC247.1K shares89.66%2026-03-312026-05-05

D DOMINION ENERGY INC591.2K shares8.61%2026-03-312026-05-05

MMM 3M CO251.6K shares-38.98%2026-03-312026-05-05

CEG CONSTELLATION ENERGY CORP130.5K shares-1.53%2026-03-312026-05-05

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URI UNITED RENTALS INC49.8K shares1.18%2026-03-312026-05-05

BIV VANGUARD BD INDEX FDS470.5K shares-4.25%2026-03-312026-05-05

SCHW SCHWAB CHARLES CORP383.7K shares4.65%2026-03-312026-05-05

DOV DOVER CORP172.8K shares107.57%2026-03-312026-05-05

EL LAUDER ESTEE COS INC501.1K shares107.02%2026-03-312026-05-05

DELL DELL TECHNOLOGIES INC218.3K shares-2.70%2026-03-312026-05-05

TIP ISHARES TR324.1K shares4.50%2026-03-312026-05-05

BIL SPDR SERIES TRUST387.4K shares-43.20%2026-03-312026-05-05

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FENY FIDELITY COVINGTON TRUST1.0M shares45.39%2026-03-312026-05-05

VDE VANGUARD WORLD FD203.5K shares0.41%2026-03-312026-05-05

VONE VANGUARD SCOTTSDALE FDS118.9K shares-0.06%2026-03-312026-05-05

ALNY ALNYLAM PHARMACEUTICALS INC105.9K shares-0.59%2026-03-312026-05-05

VV VANGUARD INDEX FDS116.7K shares2.32%2026-03-312026-05-05

DFEV DIMENSIONAL ETF TRUST954.5K shares2.34%2026-03-312026-05-05

PBD INVESCO EXCH TRADED FD TR II1.9M shares-0.95%2026-03-312026-05-05

INTU INTUIT78.0K shares14.78%2026-03-312026-05-05

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VWOB VANGUARD WHITEHALL FDS511.0K shares8.60%2026-03-312026-05-05

INTC INTEL CORP756.5K shares-13.56%2026-03-312026-05-05

AMT AMERICAN TOWER CORP193.3K shares11.40%2026-03-312026-05-05

HTRB HARTFORD FDS EXCHANGE TRADED984.9K shares-17.92%2026-03-312026-05-05

HUBG HUB GROUP INC919.9K shares11.20%2026-03-312026-05-05

USRT ISHARES TR558.8K shares-0.95%2026-03-312026-05-05

ENB ENBRIDGE INC610.9K shares-0.27%2026-03-312026-05-05

REET ISHARES TR1.3M shares4.73%2026-03-312026-05-05

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VOT VANGUARD INDEX FDS127.8K shares-4.30%2026-03-312026-05-05

MUNI PIMCO ETF TR625.1K shares8.64%2026-03-312026-05-05

GBTC GRAYSCALE BITCOIN TRUST ETF614.1K shares-1.01%2026-03-312026-05-05

GGG GRACO INC382.5K shares-3.62%2026-03-312026-05-05

FLQM FRANKLIN TEMPLETON ETF TR589.0K shares7.04%2026-03-312026-05-05

HYD VANECK ETF TRUST640.6K shares-74.37%2026-03-312026-05-05

EVTR MORGAN STANLEY ETF TRUST632.3K shares27.75%2026-03-312026-05-05

SPMO INVESCO EXCH TRADED FD TR II286.1K shares1.20%2026-03-312026-05-05

Sponsored

VRT VERTIV HOLDINGS CO127.8K shares11.53%2026-03-312026-05-05

ULTA ULTA BEAUTY INC61.2K shares-3.88%2026-03-312026-05-05

IBDR ISHARES TR1.3M shares-5.87%2026-03-312026-05-05

IWS ISHARES TR218.6K shares0.04%2026-03-312026-05-05

HEI HEICO CORP NEW116.2K shares3.43%2026-03-312026-05-05

MLM MARTIN MARIETTA MATLS INC53.9K shares-10.10%2026-03-312026-05-05

APTIV PLC APTIV PLC455.3K shares6.44%2026-03-312026-05-05

PLD PROLOGIS INC.237.4K shares6.95%2026-03-312026-05-05

Sponsored

DCI DONALDSON INC369.2K shares-34.88%2026-03-312026-05-05

JGRO J P MORGAN EXCHANGE TRADED F369.4K shares3.12%2026-03-312026-05-05

IWY ISHARES TR125.3K shares28.99%2026-03-312026-05-05

IWP ISHARES TR242.7K shares3.12%2026-03-312026-05-05

DGS WISDOMTREE TR517.1K shares1.19%2026-03-312026-05-05

CMCSA COMCAST CORP NEW1.1M shares15.93%2026-03-312026-05-05

IDMO INVESCO EXCH TRADED FD TR II565.3K shares91.72%2026-03-312026-05-05

NYF ISHARES TR579.2K shares4.99%2026-03-312026-05-05

Sponsored

SLYG SPDR SERIES TRUST314.7K shares-3.82%2026-03-312026-05-05

SHOP SHOPIFY INC254.8K shares22.69%2026-03-312026-05-05

SRLN SSGA ACTIVE ETF TR751.7K shares-5.69%2026-03-312026-05-05

PDBC INVESCO ACTVELY MNGD ETC FD1.7M shares-25.75%2026-03-312026-05-05

EFG ISHARES TR267.5K shares18.93%2026-03-312026-05-05

XLP SELECT SECTOR SPDR TR363.2K shares-6.33%2026-03-312026-05-05

PKB INVESCO EXCHANGE TRADED FD T304.3K shares3327.12%2026-03-312026-05-05

GAP GAP INC1.2M shares12.33%2026-03-312026-05-05

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC254.2K shares3.77%2026-03-312026-05-05

VRTX VERTEX PHARMACEUTICALS INC65.7K shares38.11%2026-03-312026-05-05

VLO VALERO ENERGY CORP118.3K shares-14.38%2026-03-312026-05-05

ALLE ALLEGION PLC198.9K shares-16.32%2026-03-312026-05-05

AAPL

APPLE INC

6.95%

Shares11.8M

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

165.51%

Shares10.5M

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

18.43%

Shares3.2M

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

1.07%

Shares5.1M

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

39.62%

Shares2.8M

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

2.90%

Shares2.7M

Event2026-03-31

Filed2026-05-05

BRK.A

BERKSHIRE HATHAWAY INC DEL

-3.46%

Shares2.0K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

6.97%

Shares7.7M

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

-10.95%

Shares7.2M

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

2.26%

Shares5.7M

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

-2.79%

Shares2.4M

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-3.24%

Shares3.8M

Event2026-03-31

Filed2026-05-05

META

META PLATFORMS INC

1.19%

Shares1.4M

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

-0.37%

Shares2.7M

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED FDS

5.36%

Shares11.7M

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

2.45%

Shares2.2M

Event2026-03-31

Filed2026-05-05

SHARKNINJA INC

4.73%

Shares6.6M

Event2026-03-31

Filed2026-05-05

BROADCOM INC

4.26%

Shares2.3M

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

0.79%

Shares1.6M

Event2026-03-31

Filed2026-05-05

VTV

VANGUARD INDEX FDS

1.74%

Shares3.5M

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

-0.81%

Shares1.2M

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORPORATION

7.82%

Shares3.2M

Event2026-03-31

Filed2026-05-05

ALPHABET INC

0.79%

Shares2.1M

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

-2.82%

Shares1.4M

Event2026-03-31

Filed2026-05-05

PEP

PEPSICO INC

8.01%

Shares3.7M

Event2026-03-31

Filed2026-05-05

IWF

ISHARES TR

-0.52%

Shares1.3M

Event2026-03-31

Filed2026-05-05

SIXH

EXCHANGE TRADED CONCEPTS TRU

0.89%

Shares12.5M

Event2026-03-31

Filed2026-05-05

SCHF

SCHWAB STRATEGIC TR

2.77%

Shares21.2M

Event2026-03-31

Filed2026-05-05

IJH

ISHARES TR

-1.85%

Shares7.7M

Event2026-03-31

Filed2026-05-05

IEFA

ISHARES TR

4.20%

Shares5.7M

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD SPECIALIZED FUNDS

-0.29%

Shares2.4M

Event2026-03-31

Filed2026-05-05

IJR

ISHARES TR

5.30%

Shares3.5M

Event2026-03-31

Filed2026-05-05

MERCK & CO INC

-4.79%

Shares3.6M

Event2026-03-31

Filed2026-05-05

COST

COSTCO WHOLESALE CORPORATION

3.67%

Shares434.9K

Event2026-03-31

Filed2026-05-05

MCD

MCDONALDS CORP

1.59%

Shares1.4M

Event2026-03-31

Filed2026-05-05

CAT

CATERPILLAR INC

-6.39%

Shares592.4K

Event2026-03-31

Filed2026-05-05

VISA INC

-1.57%

Shares1.4M

Event2026-03-31

Filed2026-05-05

SIXA

EXCHANGE TRADED CONCEPTS TRU

4.26%

Shares7.8M

Event2026-03-31

Filed2026-05-05

CSCO

CISCO SYS INC

-6.80%

Shares5.3M

Event2026-03-31

Filed2026-05-05

LLY

ELI LILLY & CO

-9.62%

Shares440.8K

Event2026-03-31

Filed2026-05-05

PROCTER & GAMBLE CO

10.71%

Shares2.7M

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

14.55%

Shares7.3M

Event2026-03-31

Filed2026-05-05

UMI

USCF ETF TR

10.21%

Shares6.4M

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

0.61%

Shares2.9M

Event2026-03-31

Filed2026-05-05

DGRO

ISHARES TR

2.94%

Shares5.1M

Event2026-03-31

Filed2026-05-05

ABBV

ABBVIE INC

1.79%

Shares1.7M

Event2026-03-31

Filed2026-05-05

SCHX

SCHWAB STRATEGIC TR

-0.96%

Shares14.0M

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

3.34%

Shares963.0K

Event2026-03-31

Filed2026-05-05

RTX

RTX CORPORATION

-8.83%

Shares1.8M

Event2026-03-31

Filed2026-05-05

SPYM

SPDR SERIES TRUST

2.17%

Shares4.4M

Event2026-03-31

Filed2026-05-05

IBM

INTERNATIONAL BUSINESS MACHS

-5.37%

Shares1.3M

Event2026-03-31

Filed2026-05-05

BAC

BANK AMERICA CORP

-4.57%

Shares6.6M

Event2026-03-31

Filed2026-05-05

VERIZON COMMUNICATIONS INC

-5.11%

Shares6.3M

Event2026-03-31

Filed2026-05-05

SCHE

SCHWAB STRATEGIC TR

-1.94%

Shares9.5M

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

2.31%

Shares1.1M

Event2026-03-31

Filed2026-05-05

HOME DEPOT INC

2.41%

Shares946.2K

Event2026-03-31

Filed2026-05-05

BND

VANGUARD BD INDEX FDS

-0.44%

Shares4.1M

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

10.04%

Shares1.6M

Event2026-03-31

Filed2026-05-05

VGT

VANGUARD WORLD FD

2.23%

Shares423.2K

Event2026-03-31

Filed2026-05-05

ISHARES GOLD TR

-2.95%

Shares3.3M

Event2026-03-31

Filed2026-05-05

AMGN

AMGEN INC

4.28%

Shares820.3K

Event2026-03-31

Filed2026-05-05

VXUS

VANGUARD STAR FDS

7.11%

Shares3.7M

Event2026-03-31

Filed2026-05-05

PYLD

PIMCO ETF TR

16.28%

Shares10.8M

Event2026-03-31

Filed2026-05-05

VEU

VANGUARD INTL EQUITY INDEX F

-0.79%

Shares3.7M

Event2026-03-31

Filed2026-05-05

BLACKSTONE INC

40.81%

Shares2.4M

Event2026-03-31

Filed2026-05-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.97%

Shares803.8K

Event2026-03-31

Filed2026-05-05

MASTERCARD INCORPORATED

-0.31%

Shares534.3K

Event2026-03-31

Filed2026-05-05

PLPC

PREFORMED LINE PRODS CO

0.19%

Shares968.1K

Event2026-03-31

Filed2026-05-05

AEP

AMERICAN ELEC PWR CO INC

0.35%

Shares2.0M

Event2026-03-31

Filed2026-05-05

QUAL

ISHARES TR

3.76%

Shares1.3M

Event2026-03-31

Filed2026-05-05

WFC

WELLS FARGO & CO

-5.14%

Shares3.2M

Event2026-03-31

Filed2026-05-05

SCHG

SCHWAB STRATEGIC TR

3.05%

Shares8.6M

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

0.80%

Shares958.8K

Event2026-03-31

Filed2026-05-05

DGRW

WISDOMTREE TR

-1.29%

Shares2.8M

Event2026-03-31

Filed2026-05-05

NFLX

NETFLIX INC.

45.27%

Shares2.6M

Event2026-03-31

Filed2026-05-05

LMT

LOCKHEED MARTIN CORP

-7.28%

Shares393.6K

Event2026-03-31

Filed2026-05-05

SPYG

SPDR SERIES TRUST

2.05%

Shares2.4M

Event2026-03-31

Filed2026-05-05

NEE

NEXTERA ENERGY INC

3.45%

Shares2.5M

Event2026-03-31

Filed2026-05-05

IWD

ISHARES TR

-0.91%

Shares1.1M

Event2026-03-31

Filed2026-05-05

IVW

ISHARES TR

0.74%

Shares2.1M

Event2026-03-31

Filed2026-05-05

TJX

TJX COS INC NEW

-0.04%

Shares1.4M

Event2026-03-31

Filed2026-05-05

COCA COLA CO

1.61%

Shares3.0M

Event2026-03-31

Filed2026-05-05

SCHB

SCHWAB STRATEGIC TR

3.89%

Shares9.0M

Event2026-03-31

Filed2026-05-05

AVDE

AMERICAN CENTY ETF TR

12.56%

Shares2.6M

Event2026-03-31

Filed2026-05-05

IEMG

ISHARES INC

6.44%

Shares3.2M

Event2026-03-31

Filed2026-05-05

DFUV

DIMENSIONAL ETF TRUST

-1.42%

Shares4.5M

Event2026-03-31

Filed2026-05-05

VYM

VANGUARD WHITEHALL FDS

2.45%

Shares1.5M

Event2026-03-31

Filed2026-05-05

MORGAN STANLEY

-13.59%

Shares1.3M

Event2026-03-31

Filed2026-05-05

DFAC

DIMENSIONAL ETF TRUST

-5.30%

Shares5.4M

Event2026-03-31

Filed2026-05-05

SCHM

SCHWAB STRATEGIC TR

-2.03%

Shares6.8M

Event2026-03-31

Filed2026-05-05

VCIT

VANGUARD SCOTTSDALE FDS

4.31%

Shares2.5M

Event2026-03-31

Filed2026-05-05

XLK

SELECT SECTOR SPDR TR

3.89%

Shares1.6M

Event2026-03-31

Filed2026-05-05

VONG

VANGUARD SCOTTSDALE FDS

2.48%

Shares1.9M

Event2026-03-31

Filed2026-05-05

ALTRIA GROUP INC

10.06%

Shares3.1M

Event2026-03-31

Filed2026-05-05

DIS

DISNEY WALT CO

-5.36%

Shares2.1M

Event2026-03-31

Filed2026-05-05

GILD

GILEAD SCIENCES INC

-12.71%

Shares1.5M

Event2026-03-31

Filed2026-05-05

GOLDMAN SACHS GROUP INC

-9.62%

Shares237.7K

Event2026-03-31

Filed2026-05-05

AGG

ISHARES TR

-11.19%

Shares2.0M

Event2026-03-31

Filed2026-05-05

VGIT

VANGUARD SCOTTSDALE FDS

5.11%

Shares3.3M

Event2026-03-31

Filed2026-05-05

SPG

SIMON PPTY GROUP INC NEW

-7.43%

Shares1.1M

Event2026-03-31

Filed2026-05-05

SBUX

STARBUCKS CORP

21.38%

Shares2.2M

Event2026-03-31

Filed2026-05-05

SPDW

SPDR INDEX SHS FDS

6.77%

Shares4.2M

Event2026-03-31

Filed2026-05-05

JAAA

JANUS DETROIT STR TR

-7.66%

Shares3.8M

Event2026-03-31

Filed2026-05-05

CMI

CUMMINS INC

-12.00%

Shares353.3K

Event2026-03-31

Filed2026-05-05

QGRW

WISDOMTREE TR

2.15%

Shares3.5M

Event2026-03-31

Filed2026-05-05

IWB

ISHARES TR

9.12%

Shares524.1K

Event2026-03-31

Filed2026-05-05

SIXL

EXCHANGE TRADED CONCEPTS TRU

0.24%

Shares5.0M

Event2026-03-31

Filed2026-05-05

LAM RESEARCH CORP

-14.49%

Shares870.9K

Event2026-03-31

Filed2026-05-05

MUB

ISHARES TR

-0.87%

Shares1.7M

Event2026-03-31

Filed2026-05-05

AVUS

AMERICAN CENTY ETF TR

-3.83%

Shares1.6M

Event2026-03-31

Filed2026-05-05

ORCL

ORACLE CORP

-22.36%

Shares1.2M

Event2026-03-31

Filed2026-05-05

DFIV

DIMENSIONAL ETF TRUST

-2.68%

Shares3.4M

Event2026-03-31

Filed2026-05-05

EATON CORP PLC

-11.21%

Shares491.6K

Event2026-03-31

Filed2026-05-05

SPYV

SPDR SERIES TRUST

21.25%

Shares3.1M

Event2026-03-31

Filed2026-05-05

UNP

UNION PAC CORP

15.44%

Shares716.1K

Event2026-03-31

Filed2026-05-05

ABT

ABBOTT LABORATORIES

-8.37%

Shares1.7M

Event2026-03-31

Filed2026-05-05

TXN

TEXAS INSTRS INC

4.24%

Shares866.6K

Event2026-03-31

Filed2026-05-05

MICRON TECHNOLOGY INC

-1.84%

Shares496.1K

Event2026-03-31

Filed2026-05-05

VBR

VANGUARD INDEX FDS

-5.05%

Shares771.0K

Event2026-03-31

Filed2026-05-05

JEPI

J P MORGAN EXCHANGE TRADED F

1.38%

Shares2.9M

Event2026-03-31

Filed2026-05-05

UNH

UNITEDHEALTH GROUP INC

11.79%

Shares609.7K

Event2026-03-31

Filed2026-05-05

TMUS

T-MOBILE US INC

10.26%

Shares774.5K

Event2026-03-31

Filed2026-05-05

EFA

ISHARES TR

1.00%

Shares1.7M

Event2026-03-31

Filed2026-05-05

IXUS

ISHARES TR

-0.22%

Shares1.9M

Event2026-03-31

Filed2026-05-05

IMCB

ISHARES TR

4.40%

Shares1.9M

Event2026-03-31

Filed2026-05-05

PHILIP MORRIS INTL INC

-0.20%

Shares971.7K

Event2026-03-31

Filed2026-05-05

VGK

VANGUARD INTL EQUITY INDEX F

-4.47%

Shares1.9M

Event2026-03-31

Filed2026-05-05

IWM

ISHARES TR

8.84%

Shares642.4K

Event2026-03-31

Filed2026-05-05

AMAT

APPLIED MATLS INC

1.09%

Shares465.2K

Event2026-03-31

Filed2026-05-05

QCOM

QUALCOMM INC

-5.99%

Shares1.2M

Event2026-03-31

Filed2026-05-05

SCHD

SCHWAB STRATEGIC TR

-5.12%

Shares5.1M

Event2026-03-31

Filed2026-05-05

AVUV

AMERICAN CENTY ETF TR

7.16%

Shares1.4M

Event2026-03-31

Filed2026-05-05

LINDE PLC

2.12%

Shares313.3K

Event2026-03-31

Filed2026-05-05

GEV

GE VERNOVA INC

0.26%

Shares176.9K

Event2026-03-31

Filed2026-05-05

DFIC

DIMENSIONAL ETF TRUST

-15.78%

Shares4.3M

Event2026-03-31

Filed2026-05-05

JCPB

J P MORGAN EXCHANGE TRADED F

8.74%

Shares3.2M

Event2026-03-31

Filed2026-05-05

AVEM

AMERICAN CENTY ETF TR

-16.42%

Shares1.9M

Event2026-03-31

Filed2026-05-05

LOW

LOWES COS INC

-7.67%

Shares638.6K

Event2026-03-31

Filed2026-05-05

SYK

STRYKER CORPORATION

0.94%

Shares448.7K

Event2026-03-31

Filed2026-05-05

GLDM

WORLD GOLD TR

18.82%

Shares1.6M

Event2026-03-31

Filed2026-05-05

SOUTHERN CO

-2.01%

Shares1.5M

Event2026-03-31

Filed2026-05-05

EPD

ENTERPRISE PRODS PARTNERS L

0.20%

Shares3.9M

Event2026-03-31

Filed2026-05-05

AXP

AMERICAN EXPRESS CO

11.61%

Shares482.3K

Event2026-03-31

Filed2026-05-05

MDY

STATE STR SPDR S&P MIDCAP 40

-0.46%

Shares235.0K

Event2026-03-31

Filed2026-05-05

ASML

ASML HLDG NV

-3.87%

Shares109.0K

Event2026-03-31

Filed2026-05-05

VTIP

VANGUARD MALVERN FDS

4.42%

Shares2.8M

Event2026-03-31

Filed2026-05-05

PANW

PALO ALTO NETWORKS INC

28.14%

Shares877.1K

Event2026-03-31

Filed2026-05-05

IVE

ISHARES TR

0.62%

Shares663.7K

Event2026-03-31

Filed2026-05-05

BOEING CO

6.96%

Shares677.5K

Event2026-03-31

Filed2026-05-05

SPEM

SPDR INDEX SHS FDS

9.04%

Shares2.9M

Event2026-03-31

Filed2026-05-05

GE AEROSPACE

5.15%

Shares472.9K

Event2026-03-31

Filed2026-05-05

ITOT

ISHARES TR

-1.25%

Shares918.5K

Event2026-03-31

Filed2026-05-05

VTEB

VANGUARD MUN BD FDS

2.96%

Shares2.6M

Event2026-03-31

Filed2026-05-05

FDX

FEDEX CORP

13.90%

Shares360.0K

Event2026-03-31

Filed2026-05-05

SRE

SEMPRA

1.56%

Shares1.3M

Event2026-03-31

Filed2026-05-05

DEERE & CO

0.21%

Shares225.0K

Event2026-03-31

Filed2026-05-05

XLE

SELECT SECTOR SPDR TR

11.66%

Shares2.0M

Event2026-03-31

Filed2026-05-05

ACCENTURE PLC IRELAND

55.00%

Shares615.7K

Event2026-03-31

Filed2026-05-05

SHW

SHERWIN WILLIAMS CO

-10.89%

Shares380.2K

Event2026-03-31

Filed2026-05-05

WMB

WILLIAMS COS INC

-0.78%

Shares1.7M

Event2026-03-31

Filed2026-05-05

SCI

SERVICE CORP INTL

0.08%

Shares1.5M

Event2026-03-31

Filed2026-05-05

MGV

VANGUARD WORLD FD

-0.31%

Shares835.2K

Event2026-03-31

Filed2026-05-05

MKL

MARKEL GROUP INC

-4.64%

Shares62.7K

Event2026-03-31

Filed2026-05-05

VFLO

VICTORY PORTFOLIOS II

1.50%

Shares3.0M

Event2026-03-31

Filed2026-05-05

VICI

VICI PPTYS INC

30.41%

Shares4.4M

Event2026-03-31

Filed2026-05-05

SPMD

SPDR SERIES TRUST

-0.93%

Shares2.0M

Event2026-03-31

Filed2026-05-05

IWV

ISHARES TR

1.78%

Shares318.2K

Event2026-03-31

Filed2026-05-05

USFR

WISDOMTREE TR

-1.63%

Shares2.3M

Event2026-03-31

Filed2026-05-05

SIXS

EXCHANGE TRADED CONCEPTS TRU

6.14%

Shares2.3M

Event2026-03-31

Filed2026-05-05

WTV

WISDOMTREE TR

3.44%

Shares1.2M

Event2026-03-31

Filed2026-05-05

SDVY

FIRST TR EXCHANGE TRADED FD

-10.04%

Shares3.0M

Event2026-03-31

Filed2026-05-05

MEDTRONIC PLC

-8.46%

Shares1.3M

Event2026-03-31

Filed2026-05-05

QQQM

INVESCO EXCH TRADED FD TR II

25.08%

Shares480.4K

Event2026-03-31

Filed2026-05-05

SPIB

SPDR SERIES TRUST

3.58%

Shares3.4M

Event2026-03-31

Filed2026-05-05

DFAT

DIMENSIONAL ETF TRUST

-2.60%

Shares1.8M

Event2026-03-31

Filed2026-05-05

VGSH

VANGUARD SCOTTSDALE FDS

-0.41%

Shares1.9M

Event2026-03-31

Filed2026-05-05

DFEM

DIMENSIONAL ETF TRUST

-14.36%

Shares3.2M

Event2026-03-31

Filed2026-05-05

CME

CME GROUP INC

6.02%

Shares374.2K

Event2026-03-31

Filed2026-05-05

XLF

SELECT SECTOR SPDR TR

-1.88%

Shares2.2M

Event2026-03-31

Filed2026-05-05

GIS

GENERAL MILLS INC

109.54%

Shares2.9M

Event2026-03-31

Filed2026-05-05

AZO

AUTOZONE INC

-2.12%

Shares32.2K

Event2026-03-31

Filed2026-05-05

COWZ

PACER FDS TR

2.44%

Shares1.7M

Event2026-03-31

Filed2026-05-05

BROOKFIELD INFRASTRUCTURE CO

4.78%

Shares2.7M

Event2026-03-31

Filed2026-05-05

GPIX

GOLDMAN SACHS ETF TR

4.33%

Shares2.1M

Event2026-03-31

Filed2026-05-05

SCHZ

SCHWAB STRATEGIC TR

9.06%

Shares4.5M

Event2026-03-31

Filed2026-05-05

RDVY

FIRST TR EXCHANGE TRADED FD

4.89%

Shares1.5M

Event2026-03-31

Filed2026-05-05

LAMR

LAMAR ADVERTISING CO

6.23%

Shares820.0K

Event2026-03-31

Filed2026-05-05

NKE

NIKE INC

12.45%

Shares2.0M

Event2026-03-31

Filed2026-05-05

UPS

UNITED PARCEL SVCS INC

21.32%

Shares1.0M

Event2026-03-31

Filed2026-05-05

MOELIS & CO

28.84%

Shares1.8M

Event2026-03-31

Filed2026-05-05

PLTR

PALANTIR TECHNOLOGIES INC

5.13%

Shares691.3K

Event2026-03-31

Filed2026-05-05

DUKE ENERGY CORP NEW

-3.23%

Shares760.2K

Event2026-03-31

Filed2026-05-05

MCO

MOODYS CORP

-4.43%

Shares227.5K

Event2026-03-31

Filed2026-05-05

COP

CONOCOPHILLIPS

9.71%

Shares751.7K

Event2026-03-31

Filed2026-05-05

IQLT

ISHARES TR

-3.87%

Shares2.1M

Event2026-03-31

Filed2026-05-05

OWL

BLUE OWL CAPITAL INC

175.40%

Shares10.8M

Event2026-03-31

Filed2026-05-05

VPL

VANGUARD INTL EQUITY INDEX F

-5.63%

Shares1.0M

Event2026-03-31

Filed2026-05-05

DFAI

DIMENSIONAL ETF TRUST

0.21%

Shares2.5M

Event2026-03-31

Filed2026-05-05

ISRG

INTUITIVE SURGICAL INC

5.86%

Shares212.2K

Event2026-03-31

Filed2026-05-05

DIVO

AMPLIFY ETF TR

0.78%

Shares2.2M

Event2026-03-31

Filed2026-05-05

PSA

PUBLIC STORAGE OPER CO

0.09%

Shares355.0K

Event2026-03-31

Filed2026-05-05

IGSB

ISHARES TR

3.31%

Shares1.8M

Event2026-03-31

Filed2026-05-05

DFSD

DIMENSIONAL ETF TRUST

4.30%

Shares2.0M

Event2026-03-31

Filed2026-05-05

ASTRAZENECA PLC

New

Shares475.9K

Event2026-03-31

Filed2026-05-05

HON

HONEYWELL INTL INC

4.95%

Shares413.2K

Event2026-03-31

Filed2026-05-05

LMBS

FIRST TR EXCHANGE-TRADED FD

28.64%

Shares1.9M

Event2026-03-31

Filed2026-05-05

AFL

AFLAC INC

6.97%

Shares842.0K

Event2026-03-31

Filed2026-05-05

GFLW

VICTORY PORTFOLIOS II

6.35%

Shares3.5M

Event2026-03-31

Filed2026-05-05

JCI

JOHNSON CONTROLS INTERNATION

-1.52%

Shares702.4K

Event2026-03-31

Filed2026-05-05

AMD

ADVANCED MICRO DEVICES INC

12.46%

Shares450.3K

Event2026-03-31

Filed2026-05-05

SGOV

ISHARES TR

21.89%

Shares899.7K

Event2026-03-31

Filed2026-05-05

EMXC

ISHARES INC

1.32%

Shares1.1M

Event2026-03-31

Filed2026-05-05

FBND

FIDELITY MERRIMACK STR TR

4.40%

Shares2.0M

Event2026-03-31

Filed2026-05-05

VMC

VULCAN MATLS CO

1.04%

Shares330.2K

Event2026-03-31

Filed2026-05-05

CGDV

CAPITAL GROUP DIVIDEND VALUE

16.45%

Shares2.1M

Event2026-03-31

Filed2026-05-05

GBDC

GOLUB CAP BDC INC

206.60%

Shares7.0M

Event2026-03-31

Filed2026-05-05

TBIL

RBB FD INC

2796.65%

Shares1.8M

Event2026-03-31

Filed2026-05-05

KLAC

KLA CORP

25.87%

Shares60.5K

Event2026-03-31

Filed2026-05-05

VUSB

VANGUARD BD INDEX FDS

8.71%

Shares1.8M

Event2026-03-31

Filed2026-05-05

EMR

EMERSON ELEC CO

-4.21%

Shares667.1K

Event2026-03-31

Filed2026-05-05

APD

AIR PRODUCTS AND CHEMICALS I

12.03%

Shares299.0K

Event2026-03-31

Filed2026-05-05

ADI

ANALOG DEVICES INC

-9.49%

Shares272.3K

Event2026-03-31

Filed2026-05-05

BLACKROCK INC

0.95%

Shares87.1K

Event2026-03-31

Filed2026-05-05

MGK

VANGUARD WORLD FD

-1.30%

Shares226.5K

Event2026-03-31

Filed2026-05-05

VBK

VANGUARD INDEX FDS

-19.00%

Shares273.4K

Event2026-03-31

Filed2026-05-05

VANGUARD INTL EQUITY INDEX F

2.89%

Shares594.7K

Event2026-03-31

Filed2026-05-05

PPA

INVESCO EXCHANGE TRADED FD T

-1.41%

Shares491.3K

Event2026-03-31

Filed2026-05-05

SCHV

SCHWAB STRATEGIC TR

0.02%

Shares2.7M

Event2026-03-31

Filed2026-05-05

SLB

SLB LIMITED

-16.89%

Shares1.6M

Event2026-03-31

Filed2026-05-05

AT&T INC

1.66%

Shares2.8M

Event2026-03-31

Filed2026-05-05

NSC

NORFOLK SOUTHN CORP

-1.84%

Shares276.9K

Event2026-03-31

Filed2026-05-05

SCL

STEPAN CO

0.01%

Shares1.6M

Event2026-03-31

Filed2026-05-05

CRWD

CROWDSTRIKE HLDGS INC

-8.00%

Shares200.9K

Event2026-03-31

Filed2026-05-05

TBG

EA SERIES TRUST

3.23%

Shares2.3M

Event2026-03-31

Filed2026-05-05

ARISTA NETWORKS INC

-2.67%

Shares637.3K

Event2026-03-31

Filed2026-05-05

NEM

NEWMONT CORP

14.78%

Shares722.2K

Event2026-03-31

Filed2026-05-05

IGIB

ISHARES TR

25.13%

Shares1.5M

Event2026-03-31

Filed2026-05-05

SERIES PORTFOLIOS TR

15.10%

Shares2.7M

Event2026-03-31

Filed2026-05-05

DUHP

DIMENSIONAL ETF TRUST

-9.82%

Shares2.1M

Event2026-03-31

Filed2026-05-05

XLV

SELECT SECTOR SPDR TR

2.33%

Shares526.9K

Event2026-03-31

Filed2026-05-05

DFLV

DIMENSIONAL ETF TRUST

-0.08%

Shares2.2M

Event2026-03-31

Filed2026-05-05

EMN

EASTMAN CHEM CO

-41.00%

Shares1.0M

Event2026-03-31

Filed2026-05-05

VYMI

VANGUARD WHITEHALL FDS

2.59%

Shares804.7K

Event2026-03-31

Filed2026-05-05

NOW

SERVICENOW INC

49.82%

Shares723.4K

Event2026-03-31

Filed2026-05-05

EEM

ISHARES TR

7.33%

Shares1.3M

Event2026-03-31

Filed2026-05-05

MCK

MCKESSON CORP

10.88%

Shares86.9K

Event2026-03-31

Filed2026-05-05

DHR

DANAHER CORP DEL

-6.06%

Shares393.7K

Event2026-03-31

Filed2026-05-05

MTN

VAIL RESORTS INC

28.99%

Shares580.5K

Event2026-03-31

Filed2026-05-05

DFCF

DIMENSIONAL ETF TRUST

4.46%

Shares1.8M

Event2026-03-31

Filed2026-05-05

PFE

PFIZER INC

1.40%

Shares2.6M

Event2026-03-31

Filed2026-05-05

AWK

AMERICAN WTR WKS CO INC NEW

-4.64%

Shares543.8K

Event2026-03-31

Filed2026-05-05

MUSA

MURPHY USA INC

1.88%

Shares149.6K

Event2026-03-31

Filed2026-05-05

SLV

ISHARES SILVER TR

-31.72%

Shares1.1M

Event2026-03-31

Filed2026-05-05

FVD

FIRST TR EXCHANGE-TRADED FD

-1.95%

Shares1.6M

Event2026-03-31

Filed2026-05-05

MDLZ

MONDELEZ INTL INC

2.13%

Shares1.3M

Event2026-03-31

Filed2026-05-05

GLPI

GAMING & LEISURE P

-1.56%

Shares1.7M

Event2026-03-31

Filed2026-05-05

IUSV

ISHARES TR

1.41%

Shares717.5K

Event2026-03-31

Filed2026-05-05

COLGATE PALMOLIVE CO

4.97%

Shares857.3K

Event2026-03-31

Filed2026-05-05

IUSG

ISHARES TR

-18.67%

Shares465.1K

Event2026-03-31

Filed2026-05-05

PWR

QUANTA SVCS INC

-20.91%

Shares130.8K

Event2026-03-31

Filed2026-05-05

ADBE

ADOBE INC

30.11%

Shares294.5K

Event2026-03-31

Filed2026-05-05

FIXD

FIRST TR EXCHNG TRADED FD VI

13.86%

Shares1.6M

Event2026-03-31

Filed2026-05-05

TMO

THERMO FISHER SCIENTIFIC INC

-0.03%

Shares145.0K

Event2026-03-31

Filed2026-05-05

DFAS

DIMENSIONAL ETF TRUST

-0.30%

Shares996.3K

Event2026-03-31

Filed2026-05-05

LINE

LINEAGE INC

213.43%

Shares2.2M

Event2026-03-31

Filed2026-05-05

DFAE

DIMENSIONAL ETF TRUST

2.56%

Shares2.1M

Event2026-03-31

Filed2026-05-05

TLT

ISHARES TR

28.97%

Shares808.6K

Event2026-03-31

Filed2026-05-05

CRM

SALESFORCE INC

-17.20%

Shares375.1K

Event2026-03-31

Filed2026-05-05

WASTE MGMT INC DEL

2.66%

Shares304.7K

Event2026-03-31

Filed2026-05-05

BMY

BRISTOL-MYERS SQUIBB CO

2.51%

Shares1.2M

Event2026-03-31

Filed2026-05-05

SDY

SPDR SERIES TRUST

-0.57%

Shares479.1K

Event2026-03-31

Filed2026-05-05

FYLD

CAMBRIA ETF TR

-3.57%

Shares1.9M

Event2026-03-31

Filed2026-05-05

BABA

ALIBABA GROUP HLDG LTD

-9.29%

Shares549.0K

Event2026-03-31

Filed2026-05-05

COF

CAPITAL ONE FINL CORP

6.56%

Shares377.0K

Event2026-03-31

Filed2026-05-05

TFC

TRUIST FINL CORP

27.91%

Shares1.5M

Event2026-03-31

Filed2026-05-05

ETFS GOLD TR

-16.31%

Shares1.5M

Event2026-03-31

Filed2026-05-05

FNDF

SCHWAB STRATEGIC TR

10.66%

Shares1.4M

Event2026-03-31

Filed2026-05-05

USMF

WISDOMTREE TR

0.84%

Shares1.4M

Event2026-03-31

Filed2026-05-05

TOTALENERGIES SE

-1.36%

Shares737.3K

Event2026-03-31

Filed2026-05-05

JPST

J P MORGAN EXCHANGE TRADED F

24.76%

Shares1.3M

Event2026-03-31

Filed2026-05-05

CHUBB LTD SWITZ

2.88%

Shares205.3K

Event2026-03-31

Filed2026-05-05

BSV

VANGUARD BD INDEX FDS

0.07%

Shares846.0K

Event2026-03-31

Filed2026-05-05

DHI

D R HORTON INC

14.05%

Shares482.3K

Event2026-03-31

Filed2026-05-05

CWI

SPDR INDEX SHS FDS

2.34%

Shares1.8M

Event2026-03-31

Filed2026-05-05

USMV

ISHARES TR

4.58%

Shares702.0K

Event2026-03-31

Filed2026-05-05

RSPH

INVESCO EXCHANGE TRADED FD T

-2.88%

Shares2.1M

Event2026-03-31

Filed2026-05-05

HELO

J P MORGAN EXCHANGE TRADED F

4.61%

Shares1.0M

Event2026-03-31

Filed2026-05-05

DFAR

DIMENSIONAL ETF TRUST

4.64%

Shares2.7M

Event2026-03-31

Filed2026-05-05

ARCC

ARES CAPITAL CORP

44.46%

Shares3.5M

Event2026-03-31

Filed2026-05-05

IYW

ISHARES TR

3.02%

Shares350.5K

Event2026-03-31

Filed2026-05-05

BKR

BAKER HUGHES COMPANY

-8.11%

Shares1.0M

Event2026-03-31

Filed2026-05-05

DIHP

DIMENSIONAL ETF TRUST

-14.24%

Shares2.0M

Event2026-03-31

Filed2026-05-05

GENERAL DYNAMICS CORP

-4.36%

Shares182.9K

Event2026-03-31

Filed2026-05-05

FCX

FREEPORT MCMORAN INC

-0.11%

Shares1.1M

Event2026-03-31

Filed2026-05-05

FELC

FIDELITY COVINGTON TRUST

0.83%

Shares1.7M

Event2026-03-31

Filed2026-05-05

PARKER-HANNIFIN CORP

-3.07%

Shares69.7K

Event2026-03-31

Filed2026-05-05

CSX

CSX CORP

-1.29%

Shares1.5M

Event2026-03-31

Filed2026-05-05

NOC

NORTHROP GRUMMAN CORP

11.96%

Shares91.1K

Event2026-03-31

Filed2026-05-05

WHR

WHIRLPOOL CORP

7.79%

Shares1.1M

Event2026-03-31

Filed2026-05-05

SHY

ISHARES TR

-14.58%

Shares749.1K

Event2026-03-31

Filed2026-05-05

FPE

FIRST TR EXCH TRADED FD III

4.87%

Shares3.5M

Event2026-03-31

Filed2026-05-05

PSX

PHILLIPS 66

-8.95%

Shares336.5K

Event2026-03-31

Filed2026-05-05

SXQG

EXCHANGE TRADED CONCEPTS TRU

1.83%

Shares2.0M

Event2026-03-31

Filed2026-05-05

PVAL

PUTNAM ETF TRUST

6.82%

Shares1.3M

Event2026-03-31

Filed2026-05-05

ACWI

ISHARES TR

1.50%

Shares439.4K

Event2026-03-31

Filed2026-05-05

PNC

PNC FINL SVCS GROUP INC

-23.13%

Shares291.6K

Event2026-03-31

Filed2026-05-05

ROK

ROCKWELL AUTOMATION INC

22.63%

Shares168.3K

Event2026-03-31

Filed2026-05-05

UCON

FIRST TR EXCHNG TRADED FD VI

0.67%

Shares2.4M

Event2026-03-31

Filed2026-05-05

VOE

VANGUARD INDEX FDS

-0.70%

Shares326.8K

Event2026-03-31

Filed2026-05-05

TGT

TARGET CORP

105.87%

Shares495.0K

Event2026-03-31

Filed2026-05-05

SPTS

SPDR SERIES TRUST

1.35%

Shares2.1M

Event2026-03-31

Filed2026-05-05

VMBS

VANGUARD SCOTTSDALE FDS

5.33%

Shares1.3M

Event2026-03-31

Filed2026-05-05

IJS

ISHARES TR

0.37%

Shares504.0K

Event2026-03-31

Filed2026-05-05

IDV

ISHARES TR

0.81%

Shares1.4M

Event2026-03-31

Filed2026-05-05

LVHI

LEGG MASON ETF INVT

4.73%

Shares1.5M

Event2026-03-31

Filed2026-05-05

VNQ

VANGUARD INDEX FDS

-7.85%

Shares666.3K

Event2026-03-31

Filed2026-05-05

GLW

CORNING INC

-3.34%

Shares433.7K

Event2026-03-31

Filed2026-05-05

INHIBRX BIOSCIENCES INC

-0.04%

Shares870.2K

Event2026-03-31

Filed2026-05-05

XLI

SELECT SECTOR SPDR TR

2.04%

Shares358.6K

Event2026-03-31

Filed2026-05-05

CANADIAN PACIFIC KANSAS CITY

16.81%

Shares736.6K

Event2026-03-31

Filed2026-05-05

BINC

BLACKROCK ETF TRUST II

-2.49%

Shares1.1M

Event2026-03-31

Filed2026-05-05

FNDX

SCHWAB STRATEGIC TR

4.53%

Shares2.0M

Event2026-03-31

Filed2026-05-05

TRANE TECHNOLOGIES PLC

0.17%

Shares134.6K

Event2026-03-31

Filed2026-05-05

UBER

UBER TECHNOLOGIES INC

3.88%

Shares776.1K

Event2026-03-31

Filed2026-05-05

MOAT

VANECK ETF TRUST

-0.74%

Shares574.2K

Event2026-03-31

Filed2026-05-05

GPIQ

GOLDMAN SACHS ETF TR

5.20%

Shares1.1M

Event2026-03-31

Filed2026-05-05

SCZ

ISHARES TR

1.42%

Shares701.3K

Event2026-03-31

Filed2026-05-05

IDEV

ISHARES TR

5.70%

Shares657.3K

Event2026-03-31

Filed2026-05-05

SPGI

S&P GLOBAL INC

-20.59%

Shares129.1K

Event2026-03-31

Filed2026-05-05

AGZ

ISHARES TR

5.40%

Shares500.2K

Event2026-03-31

Filed2026-05-05

QLTA

ISHARES TR

8.07%

Shares1.2M

Event2026-03-31

Filed2026-05-05

ENERGY TRANSFER L P

3.64%

Shares2.8M

Event2026-03-31

Filed2026-05-05

ADP

AUTOMATIC DATA PROCESSING IN

-0.97%

Shares267.4K

Event2026-03-31

Filed2026-05-05

IJK

ISHARES TR

-7.28%

Shares538.9K

Event2026-03-31

Filed2026-05-05

MPC

MARATHON PETE CORP

4.89%

Shares220.7K

Event2026-03-31

Filed2026-05-05

XLY

SELECT SECTOR SPDR TR

0.09%

Shares489.3K

Event2026-03-31

Filed2026-05-05

GRID

FIRST TR EXCHANGE-TRADED FD

5.43%

Shares325.1K

Event2026-03-31

Filed2026-05-05

IJT

ISHARES TR

-0.72%

Shares366.0K

Event2026-03-31

Filed2026-05-05

HLT

HILTON WORLDWIDE HLDGS INC

-1.68%

Shares172.7K

Event2026-03-31

Filed2026-05-05

DFCA

DIMENSIONAL ETF TRUST

2.93%

Shares1.0M

Event2026-03-31

Filed2026-05-05

GSLC

GOLDMAN SACHS ETF TR

0.44%

Shares415.3K

Event2026-03-31

Filed2026-05-05

SCHA

SCHWAB STRATEGIC TR

-3.38%

Shares1.8M

Event2026-03-31

Filed2026-05-05

AVDV

AMERICAN CENTY ETF TR

-10.64%

Shares517.4K

Event2026-03-31

Filed2026-05-05

IBDV

ISHARES TR

2.81%

Shares2.4M

Event2026-03-31

Filed2026-05-05

SNPS

SYNOPSYS INC

446.83%

Shares129.0K

Event2026-03-31

Filed2026-05-05

IEF

ISHARES TR

77.47%

Shares534.3K

Event2026-03-31

Filed2026-05-05

IBIT

ISHARES BITCOIN TRUST ETF

54.41%

Shares1.3M

Event2026-03-31

Filed2026-05-05

PKG

PACKAGING CORP AMER

3.35%

Shares239.4K

Event2026-03-31

Filed2026-05-05

SPSM

SPDR SERIES TRUST

1.10%

Shares1.0M

Event2026-03-31

Filed2026-05-05

IJJ

ISHARES TR

-10.16%

Shares380.2K

Event2026-03-31

Filed2026-05-05

DVY

ISHARES TR

-0.02%

Shares331.5K

Event2026-03-31

Filed2026-05-05

ESGD

ISHARES TR

0.58%

Shares522.2K

Event2026-03-31

Filed2026-05-05

EYLD

CAMBRIA ETF TR

-3.75%

Shares1.2M

Event2026-03-31

Filed2026-05-05

J P MORGAN EXCHANGE TRADED F

-7.11%

Shares722.9K

Event2026-03-31

Filed2026-05-05

VCSH

VANGUARD SCOTTSDALE FDS

2.98%

Shares627.0K

Event2026-03-31

Filed2026-05-05

ZTS

ZOETIS INC

29.99%

Shares419.9K

Event2026-03-31

Filed2026-05-05

AIRR

FIRST TR EXCHANGE TRADED FD

47.06%

Shares447.5K

Event2026-03-31

Filed2026-05-05

CIBR

FIRST TR EXCHANGE-TRADED FD

59.80%

Shares787.4K

Event2026-03-31

Filed2026-05-05

IWR

ISHARES TR

-2.90%

Shares507.2K

Event2026-03-31

Filed2026-05-05

XLG

INVESCO EXCHANGE TRADED FD T

25.08%

Shares898.4K

Event2026-03-31

Filed2026-05-05

COMM

VISTANCE NETWORKS INC

-0.04%

Shares2.7M

Event2026-03-31

Filed2026-05-05

DYNF

BLACKROCK ETF TRUST

10.44%

Shares837.8K

Event2026-03-31

Filed2026-05-05

OKE

ONEOK INC NEW

34.41%

Shares537.6K

Event2026-03-31

Filed2026-05-05

DIA

STATE STR SPDR DOW JONES IND

-2.42%

Shares104.2K

Event2026-03-31

Filed2026-05-05

STWD

STARWOOD PPTY TR INC

69.17%

Shares2.8M

Event2026-03-31

Filed2026-05-05

LNG

CHENIERE ENERGY INC

-4.23%

Shares168.7K

Event2026-03-31

Filed2026-05-05

XLC

SELECT SECTOR SPDR TR

1.62%

Shares431.1K

Event2026-03-31

Filed2026-05-05

TPL

TEXAS PACIFIC LAND CORPORATI

0.46%

Shares100.1K

Event2026-03-31

Filed2026-05-05

VONV

VANGUARD SCOTTSDALE FDS

4.68%

Shares505.9K

Event2026-03-31

Filed2026-05-05

JEPQ

J P MORGAN EXCHANGE TRADED F

1.34%

Shares851.9K

Event2026-03-31

Filed2026-05-05

JPIB

J P MORGAN EXCHANGE TRADED F

13.36%

Shares982.7K

Event2026-03-31

Filed2026-05-05

CARR

CARRIER GLOBAL CORPORATION

-2.34%

Shares832.6K

Event2026-03-31

Filed2026-05-05

GRNY

TIDAL TRUST I

-3.13%

Shares2.0M

Event2026-03-31

Filed2026-05-05

PSI

INVESCO EXCHANGE TRADED FD T

-9.47%

Shares491.8K

Event2026-03-31

Filed2026-05-05

ESGU

ISHARES TR

6.12%

Shares325.2K

Event2026-03-31

Filed2026-05-05

SPTI

SPDR SERIES TRUST

5.13%

Shares1.6M

Event2026-03-31

Filed2026-05-05

CPRT

COPART INC

95.07%

Shares1.4M

Event2026-03-31

Filed2026-05-05

TRGP

TARGA RES CORP

-41.40%

Shares182.2K

Event2026-03-31

Filed2026-05-05

PHYS

SPROTT ASSET MANAGEMENT LP

16.75%

Shares1.3M

Event2026-03-31

Filed2026-05-05

REGN

REGENERON PHARMACEUTICALS

27.86%

Shares58.9K

Event2026-03-31

Filed2026-05-05

VIS

VANGUARD WORLD FD

1.32%

Shares145.5K

Event2026-03-31

Filed2026-05-05

IBDT

ISHARES TR

-2.01%

Shares1.8M

Event2026-03-31

Filed2026-05-05

TXUE

THORNBURG ETF TR

22.72%

Shares1.4M

Event2026-03-31

Filed2026-05-05

SUB

ISHARES TR

-15.23%

Shares421.2K

Event2026-03-31

Filed2026-05-05

MMC

MARSH & MCLENNAN COS INC

-24.91%

Shares258.2K

Event2026-03-31

Filed2026-05-05

MINT

PIMCO ETF TR

9.76%

Shares445.1K

Event2026-03-31

Filed2026-05-05

SMLF

ISHARES TR

5.14%

Shares591.0K

Event2026-03-31

Filed2026-05-05

OTIS

OTIS WORLDWIDE CORP

-18.22%

Shares575.1K

Event2026-03-31

Filed2026-05-05

GDX

VANECK ETF TRUST

-6.22%

Shares481.5K

Event2026-03-31

Filed2026-05-05

EOG

EOG RES INC

-10.07%

Shares305.3K

Event2026-03-31

Filed2026-05-05

OXY

OCCIDENTAL PETE CORP

76.39%

Shares678.8K

Event2026-03-31

Filed2026-05-05

IBDS

ISHARES TR

0.90%

Shares1.8M

Event2026-03-31

Filed2026-05-05

IGV

ISHARES TR

21.56%

Shares548.4K

Event2026-03-31

Filed2026-05-05

BOXX

EA SERIES TRUST

9.40%

Shares373.0K

Event2026-03-31

Filed2026-05-05

IBDU

ISHARES TR

5.27%

Shares1.9M

Event2026-03-31

Filed2026-05-05

BANK NEW YORK MELLON CORP

-1.31%

Shares363.2K

Event2026-03-31

Filed2026-05-05

MTD

METTLER TOLEDO INTERNATIONAL

-3.24%

Shares34.0K

Event2026-03-31

Filed2026-05-05

BAB

INVESCO EXCH TRADED FD TR II

5.17%

Shares1.6M

Event2026-03-31

Filed2026-05-05

PAVE

GLOBAL X FDS

6.71%

Shares837.1K

Event2026-03-31

Filed2026-05-05

FRPH

FRP HLDGS INC

-0.14%

Shares1.9M

Event2026-03-31

Filed2026-05-05

USB

US BANCORP

-0.13%

Shares809.1K

Event2026-03-31

Filed2026-05-05

TRV

TRAVELERS COMPANIES INC

-17.99%

Shares143.9K

Event2026-03-31

Filed2026-05-05

KMI

KINDER MORGAN INC DEL

-2.20%

Shares1.2M

Event2026-03-31

Filed2026-05-05

MSCI

MSCI INC

-3.74%

Shares77.1K

Event2026-03-31

Filed2026-05-05

ALPS ETF TR

4.19%

Shares784.2K

Event2026-03-31

Filed2026-05-05

JMUB

J P MORGAN EXCHANGE TRADED F

1.82%

Shares824.5K

Event2026-03-31

Filed2026-05-05

JHMB

JOHN HANCOCK EXCHANGE TRADED

72.99%

Shares1.8M

Event2026-03-31

Filed2026-05-05

BOND

PIMCO ETF TR

5.29%

Shares441.0K

Event2026-03-31

Filed2026-05-05

JPME

J P MORGAN EXCHANGE TRADED F

4.93%

Shares355.3K

Event2026-03-31

Filed2026-05-05

DKS

DICKS SPORTING GOODS INC

12.24%

Shares204.9K

Event2026-03-31

Filed2026-05-05

GRPM

INVESCO EXCHANGE TRADED FD T

-25.70%

Shares343.2K

Event2026-03-31

Filed2026-05-05

NVS

NOVARTIS AG

5.28%

Shares264.6K

Event2026-03-31

Filed2026-05-05

ITW

ILLINOIS TOOL WKS INC

0.83%

Shares155.1K

Event2026-03-31

Filed2026-05-05

XLU

SELECT SECTOR SPDR TR

-12.67%

Shares866.5K

Event2026-03-31

Filed2026-05-05

DISV

DIMENSIONAL ETF TRUST

-17.13%

Shares1.0M

Event2026-03-31

Filed2026-05-05

BKNG

BOOKING HOLDINGS INC

1.89%

Shares9.3K

Event2026-03-31

Filed2026-05-05

DFUS

DIMENSIONAL ETF TRUST

-4.73%

Shares552.9K

Event2026-03-31

Filed2026-05-05

EFV

ISHARES TR

7.85%

Shares524.5K

Event2026-03-31

Filed2026-05-05

SOXX

ISHARES TR

2.53%

Shares118.5K

Event2026-03-31

Filed2026-05-05

ITA

ISHARES TR

1.78%

Shares177.8K

Event2026-03-31

Filed2026-05-05

DFAX

DIMENSIONAL ETF TRUST

-2.87%

Shares1.1M

Event2026-03-31

Filed2026-05-05

CITIGROUP INC

8.45%

Shares342.5K

Event2026-03-31

Filed2026-05-05

APH

AMPHENOL CORP

12.28%

Shares307.1K

Event2026-03-31

Filed2026-05-05

HGER

HARBOR ETF TRUST

98.14%

Shares1.3M

Event2026-03-31

Filed2026-05-05

J P MORGAN EXCHANGE TRADED F

-2.27%

Shares410.3K

Event2026-03-31

Filed2026-05-05

CENCORA INC

2.56%

Shares122.0K

Event2026-03-31

Filed2026-05-05

VOOV

VANGUARD ADMIRAL FDS INC

-13.71%

Shares187.5K

Event2026-03-31

Filed2026-05-05

LQD

ISHARES TR

-6.80%

Shares350.1K

Event2026-03-31

Filed2026-05-05

JD.COM INC

-7.33%

Shares1.3M

Event2026-03-31

Filed2026-05-05

VOOG

VANGUARD ADMIRAL FDS INC

-1.40%

Shares92.8K

Event2026-03-31

Filed2026-05-05

VMI

VALMONT INDS INC

-39.77%

Shares94.3K

Event2026-03-31

Filed2026-05-05

BBRE

J P MORGAN EXCHANGE TRADED F

-28.98%

Shares391.7K

Event2026-03-31

Filed2026-05-05

VST

VISTRA CORP

82.30%

Shares249.3K

Event2026-03-31

Filed2026-05-05

XMMO

INVESCO EXCHANGE TRADED FD T

2.53%

Shares258.0K

Event2026-03-31

Filed2026-05-05

EWZ

ISHARES INC

917.24%

Shares968.0K

Event2026-03-31

Filed2026-05-05

IBDW

ISHARES TR

46.43%

Shares1.8M

Event2026-03-31

Filed2026-05-05

STZ

CONSTELLATION BRANDS INC

89.66%

Shares247.1K

Event2026-03-31

Filed2026-05-05

DOMINION ENERGY INC

8.61%

Shares591.2K

Event2026-03-31

Filed2026-05-05

MMM

3M CO

-38.98%

Shares251.6K

Event2026-03-31

Filed2026-05-05

CEG

CONSTELLATION ENERGY CORP

-1.53%

Shares130.5K

Event2026-03-31

Filed2026-05-05

URI

UNITED RENTALS INC

1.18%

Shares49.8K

Event2026-03-31

Filed2026-05-05

BIV

VANGUARD BD INDEX FDS

-4.25%

Shares470.5K

Event2026-03-31

Filed2026-05-05

SCHW

SCHWAB CHARLES CORP

4.65%

Shares383.7K

Event2026-03-31

Filed2026-05-05

DOV

DOVER CORP

107.57%

Shares172.8K

Event2026-03-31

Filed2026-05-05

LAUDER ESTEE COS INC

107.02%

Shares501.1K

Event2026-03-31

Filed2026-05-05

DELL

DELL TECHNOLOGIES INC

-2.70%

Shares218.3K

Event2026-03-31

Filed2026-05-05

TIP

ISHARES TR

4.50%

Shares324.1K

Event2026-03-31

Filed2026-05-05

BIL

SPDR SERIES TRUST

-43.20%

Shares387.4K

Event2026-03-31

Filed2026-05-05

FENY

FIDELITY COVINGTON TRUST

45.39%

Shares1.0M

Event2026-03-31

Filed2026-05-05

VDE

VANGUARD WORLD FD

0.41%

Shares203.5K

Event2026-03-31

Filed2026-05-05

VONE

VANGUARD SCOTTSDALE FDS

-0.06%

Shares118.9K

Event2026-03-31

Filed2026-05-05

ALNY

ALNYLAM PHARMACEUTICALS INC

-0.59%

Shares105.9K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

2.32%

Shares116.7K

Event2026-03-31

Filed2026-05-05

DFEV

DIMENSIONAL ETF TRUST

2.34%

Shares954.5K

Event2026-03-31

Filed2026-05-05

PBD

INVESCO EXCH TRADED FD TR II

-0.95%

Shares1.9M

Event2026-03-31

Filed2026-05-05

INTU

INTUIT

14.78%

Shares78.0K

Event2026-03-31

Filed2026-05-05

VWOB

VANGUARD WHITEHALL FDS

8.60%

Shares511.0K

Event2026-03-31

Filed2026-05-05

INTC

INTEL CORP

-13.56%

Shares756.5K

Event2026-03-31

Filed2026-05-05

AMT

AMERICAN TOWER CORP

11.40%

Shares193.3K

Event2026-03-31

Filed2026-05-05

HTRB

HARTFORD FDS EXCHANGE TRADED

-17.92%

Shares984.9K

Event2026-03-31

Filed2026-05-05

HUBG

HUB GROUP INC

11.20%

Shares919.9K

Event2026-03-31

Filed2026-05-05

USRT

ISHARES TR

-0.95%

Shares558.8K

Event2026-03-31

Filed2026-05-05

ENB

ENBRIDGE INC

-0.27%

Shares610.9K

Event2026-03-31

Filed2026-05-05

REET

ISHARES TR

4.73%

Shares1.3M

Event2026-03-31

Filed2026-05-05

VOT

VANGUARD INDEX FDS

-4.30%

Shares127.8K

Event2026-03-31

Filed2026-05-05

MUNI

PIMCO ETF TR

8.64%

Shares625.1K

Event2026-03-31

Filed2026-05-05

GBTC

GRAYSCALE BITCOIN TRUST ETF

-1.01%

Shares614.1K

Event2026-03-31

Filed2026-05-05

GGG

GRACO INC

-3.62%

Shares382.5K

Event2026-03-31

Filed2026-05-05

FLQM

FRANKLIN TEMPLETON ETF TR

7.04%

Shares589.0K

Event2026-03-31

Filed2026-05-05

HYD

VANECK ETF TRUST

-74.37%

Shares640.6K

Event2026-03-31

Filed2026-05-05

EVTR

MORGAN STANLEY ETF TRUST

27.75%

Shares632.3K

Event2026-03-31

Filed2026-05-05

SPMO

INVESCO EXCH TRADED FD TR II

1.20%

Shares286.1K

Event2026-03-31

Filed2026-05-05

VRT

VERTIV HOLDINGS CO

11.53%

Shares127.8K

Event2026-03-31

Filed2026-05-05

ULTA

ULTA BEAUTY INC

-3.88%

Shares61.2K

Event2026-03-31

Filed2026-05-05

IBDR

ISHARES TR

-5.87%

Shares1.3M

Event2026-03-31

Filed2026-05-05

IWS

ISHARES TR

0.04%

Shares218.6K

Event2026-03-31

Filed2026-05-05

HEI

HEICO CORP NEW

3.43%

Shares116.2K

Event2026-03-31

Filed2026-05-05

MLM

MARTIN MARIETTA MATLS INC

-10.10%

Shares53.9K

Event2026-03-31

Filed2026-05-05

APTIV PLC

6.44%

Shares455.3K

Event2026-03-31

Filed2026-05-05

PLD

PROLOGIS INC.

6.95%

Shares237.4K

Event2026-03-31

Filed2026-05-05

DCI

DONALDSON INC

-34.88%

Shares369.2K

Event2026-03-31

Filed2026-05-05

JGRO

J P MORGAN EXCHANGE TRADED F

3.12%

Shares369.4K

Event2026-03-31

Filed2026-05-05

IWY

ISHARES TR

28.99%

Shares125.3K

Event2026-03-31

Filed2026-05-05

IWP

ISHARES TR

3.12%

Shares242.7K

Event2026-03-31

Filed2026-05-05

DGS

WISDOMTREE TR

1.19%

Shares517.1K

Event2026-03-31

Filed2026-05-05

CMCSA

COMCAST CORP NEW

15.93%

Shares1.1M

Event2026-03-31

Filed2026-05-05

IDMO

INVESCO EXCH TRADED FD TR II

91.72%

Shares565.3K

Event2026-03-31

Filed2026-05-05

NYF

ISHARES TR

4.99%

Shares579.2K

Event2026-03-31

Filed2026-05-05

SLYG

SPDR SERIES TRUST

-3.82%

Shares314.7K

Event2026-03-31

Filed2026-05-05

SHOP

SHOPIFY INC

22.69%

Shares254.8K

Event2026-03-31

Filed2026-05-05

SRLN

SSGA ACTIVE ETF TR

-5.69%

Shares751.7K

Event2026-03-31

Filed2026-05-05

PDBC

INVESCO ACTVELY MNGD ETC FD

-25.75%

Shares1.7M

Event2026-03-31

Filed2026-05-05

EFG

ISHARES TR

18.93%

Shares267.5K

Event2026-03-31

Filed2026-05-05

XLP

SELECT SECTOR SPDR TR

-6.33%

Shares363.2K

Event2026-03-31

Filed2026-05-05

PKB

INVESCO EXCHANGE TRADED FD T

3327.12%

Shares304.3K

Event2026-03-31

Filed2026-05-05

GAP

GAP INC

12.33%

Shares1.2M

Event2026-03-31

Filed2026-05-05

WEC ENERGY GROUP INC

3.77%

Shares254.2K

Event2026-03-31

Filed2026-05-05

VRTX

VERTEX PHARMACEUTICALS INC

38.11%

Shares65.7K

Event2026-03-31

Filed2026-05-05

VLO

VALERO ENERGY CORP

-14.38%

Shares118.3K

Event2026-03-31

Filed2026-05-05

ALLE

ALLEGION PLC

-16.32%

Shares198.9K

Event2026-03-31

Filed2026-05-05

Call Option Holdings

QYLD Call CallGLOBAL X FDS12.3M shares19.75%2026-03-312026-05-05

XYLD Call CallGLOBAL X FDS632.3K shares10.68%2026-03-312026-05-05

RYLD Call CallGLOBAL X FDS382.1K shares112.28%2026-03-312026-05-05

DJIA Call CallGLOBAL X FDS120.1K shares19.98%2026-03-312026-05-05

SLVO Call CallUBS AG12.0K shares5.32%2026-03-312026-05-05

AMPLIFY ETF TR Call CallAMPLIFY ETF TR10.1K sharesnew addition2026-03-312026-05-05

QYLD Call

GLOBAL X FDS

19.75%

Shares12.3M

Event2026-03-31

Filed2026-05-05

XYLD Call

GLOBAL X FDS

10.68%

Shares632.3K

Event2026-03-31

Filed2026-05-05

RYLD Call

GLOBAL X FDS

112.28%

Shares382.1K

Event2026-03-31

Filed2026-05-05

DJIA Call

GLOBAL X FDS

19.98%

Shares120.1K

Event2026-03-31

Filed2026-05-05

SLVO Call

UBS AG

5.32%

Shares12.0K

Event2026-03-31

Filed2026-05-05

AMPLIFY ETF TR Call

AMPLIFY ETF TR

New

Shares10.1K

Event2026-03-31

Filed2026-05-05

Put Option Holdings

No put option holdings data available