Sponsored
The Analysis of JONES FINANCIAL COMPANIES LLLP's Holdings & P&L
Currently, JONES FINANCIAL COMPANIES LLLP holds 4724 types of securities in its portfolio with a total value $208.1B. In the most recent quarter, they have increased their positions in SPYM (+53.1M shares, valued at $4.0B), N/A (+2.7M shares, valued at $1.5B), AAPL (+5.6M shares, valued at $1.4B); decreased their positions in VTV (-4.0M shares, valued at $764.1M), AGG (-6.4M shares, valued at $629.1M), IWB (-1.1M shares, valued at $391.3M); initiated new positions in N/A (+1.0M shares, valued at $189.3M), N/A (+1.2M shares, valued at $45.7M).
1M P&L
+5.0B+2.37%
3M P&L
-108.6B-33.38%
HY P&L
-104.9B-32.60%
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/A148.7B
78.5%
2Semiconductors3.8B
2.0%
3Software - Infrastructure2.5B
1.3%
Top Industries by Stock Count
1N/A1314 stocks
30.2%
2Biotechnology234 stocks
5.4%
3Banks - Regional190 stocks
4.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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VUG
-0.39%VANGUARD INDEX TR
Shares39.2M
Event2026-03-31
Filed2026-05-15
AGG
-4.61%ISHARES CORE US AGGREGATE BOND
Shares132.2M
Event2026-03-31
Filed2026-05-15
IVV
3.14%ISHARES CORE S&P 500 ETF
Shares18.9M
Event2026-03-31
Filed2026-05-15
VANGUARD S&P 500 ETF
18.41%VANGUARD S&P 500 ETF
Shares17.1M
Event2026-03-31
Filed2026-05-15
VTV
-7.15%VANGUARD INDEX TR
Shares51.3M
Event2026-03-31
Filed2026-05-15
IEFA
7.78%ISHARES TRUST CORE MSCI EAFE
Shares108.5M
Event2026-03-31
Filed2026-05-15
IWR
17.79%ISHARES RUSSELL MIDCAP
Shares93.0M
Event2026-03-31
Filed2026-05-15
SPYM
92.24%SPDR SER TR
Shares110.7M
Event2026-03-31
Filed2026-05-15
VO
22.26%VANGUARD MID CAP ETF
Shares26.3M
Event2026-03-31
Filed2026-05-15
VV
4.63%VANGUARD INDEX TRUST
Shares18.7M
Event2026-03-31
Filed2026-05-15
SCZ
40.88%ISHARES
Shares49.4M
Event2026-03-31
Filed2026-05-15
IUSB
3.95%ISHARES CORE UNIVERSAL USD BD
Shares79.6M
Event2026-03-31
Filed2026-05-15
IWB
-9.71%ISHARES RUSSELL 1000
Shares10.5M
Event2026-03-31
Filed2026-05-15
USHY
8.35%ISHARES BROAD USD HIGH YIELD
Shares95.4M
Event2026-03-31
Filed2026-05-15
VEA
3.95%VANGUARD FTSE DEVELOPED
Shares55.0M
Event2026-03-31
Filed2026-05-15
AVDV
-1.87%AMERICAN CENTY ETF TR
Shares30.4M
Event2026-03-31
Filed2026-05-15
IJR
22.16%ISHARES CORE S&P SMALL CAP ETF
Shares19.9M
Event2026-03-31
Filed2026-05-15
AAPL
193.20%APPLE INC
Shares8.4M
Event2026-03-31
Filed2026-05-15
NVDA
166.22%NVIDIA CORP
Shares12.0M
Event2026-03-31
Filed2026-05-15
DFIS
28.39%DIMENSIONAL ETF TR
Shares58.7M
Event2026-03-31
Filed2026-05-15
MSFT
202.63%MICROSOFT CORP
Shares5.1M
Event2026-03-31
Filed2026-05-15
AMZN
155.56%AMAZON COM INC
Shares8.5M
Event2026-03-31
Filed2026-05-15
ALPHABET INC
109.89%ALPHABET INC
Shares5.9M
Event2026-03-31
Filed2026-05-15
IEMG
8.02%ISHARES CORE MSCI
Shares20.1M
Event2026-03-31
Filed2026-05-15
BROADCOM INC
134.87%BROADCOM INC
Shares3.8M
Event2026-03-31
Filed2026-05-15
IWS
-20.66%ISHARES RUSSELL MIDCAP VALUE
Shares7.7M
Event2026-03-31
Filed2026-05-15
IUSG
25.87%ISHARES CORE S&P U.S. GROWTH
Shares6.7M
Event2026-03-31
Filed2026-05-15
DGRO
20.80%ISHARES CORE DIVIDEND GROWTH
Shares12.1M
Event2026-03-31
Filed2026-05-15
QQQM
22.87%INVESCO EXCHANGE-TRADED FD TR
Shares3.4M
Event2026-03-31
Filed2026-05-15
IUSV
19.23%ISHARES CORE S&P U.S VALUE
Shares7.7M
Event2026-03-31
Filed2026-05-15
VB
19.05%VANGUARD INDEX TRUST
Shares3.0M
Event2026-03-31
Filed2026-05-15
META
177.22%META PLATFORMS INC
Shares1.4M
Event2026-03-31
Filed2026-05-15
OEF
-0.36%ISHARES S&P 100 FUND
Shares2.2M
Event2026-03-31
Filed2026-05-15
SPY
9.88%SPDR S&P 500 ETF TR
Shares961.2K
Event2026-03-31
Filed2026-05-15
EFA
112.35%ISHARES MSCI EAFE FUND
Shares6.4M
Event2026-03-31
Filed2026-05-15
TSM
653.97%TAIWAN SEMICONDUCTOR
Shares1.8M
Event2026-03-31
Filed2026-05-15
LLY
175.90%ELI LILLY & CO
Shares650.9K
Event2026-03-31
Filed2026-05-15
VOE
19.26%VANGUARD INDEX TR
Shares3.1M
Event2026-03-31
Filed2026-05-15
V
171.95%VISA INC CL A
Shares1.9M
Event2026-03-31
Filed2026-05-15
CGDV
30.49%CAPITAL GROUP DIVID VALUE ETF
Shares13.5M
Event2026-03-31
Filed2026-05-15
JPM
73.78%JPMORGAN CHASE & CO
Shares2.0M
Event2026-03-31
Filed2026-05-15
IWD
75.22%ISHARES RUSSELL 1000 VALUE
Shares2.6M
Event2026-03-31
Filed2026-05-15
IJH
21.13%ISHARES CORE S&P MID CAP ETF
Shares8.3M
Event2026-03-31
Filed2026-05-15
EFV
9.92%ISHARES TR MSCI EAFE VALUE
Shares7.4M
Event2026-03-31
Filed2026-05-15
ALPHABET INC
645.47%ALPHABET INC
Shares1.9M
Event2026-03-31
Filed2026-05-15
XOM
300.77%EXXON MOBIL CORP
Shares2.9M
Event2026-03-31
Filed2026-05-15
IWF
118.57%ISHARES RUSSELL 1000 GROWTH
Shares1.1M
Event2026-03-31
Filed2026-05-15
LINDE PLC
527.83%LINDE PLC
Shares946.5K
Event2026-03-31
Filed2026-05-15
EFG
10.96%ISHARES TR
Shares4.3M
Event2026-03-31
Filed2026-05-15
VTEB
27.69%VANGUARD TAX EXEMPT BOND INDEX
Shares8.9M
Event2026-03-31
Filed2026-05-15
VYM
15.04%VANGUARD
Shares3.0M
Event2026-03-31
Filed2026-05-15
VIG
18.41%VANGUARD DIVIDEND APPRECIATION
Shares2.1M
Event2026-03-31
Filed2026-05-15
CVX
94.32%CHEVRON CORP
Shares2.0M
Event2026-03-31
Filed2026-05-15
VTWO
329.72%VANGUARD RUSSELL 2000 ETF
Shares4.2M
Event2026-03-31
Filed2026-05-15
VSS
239.23%VANGUARD FTSE ALL-WORLD EX US
Shares2.7M
Event2026-03-31
Filed2026-05-15
CGGR
27.67%CAPITAL GROUP GROWTH ETF
Shares9.6M
Event2026-03-31
Filed2026-05-15
JNJ
89.36%JOHNSON & JOHNSON
Shares1.6M
Event2026-03-31
Filed2026-05-15
IWP
-39.74%ISHARES RUSSELL MIDCAP GROWTH
Shares2.9M
Event2026-03-31
Filed2026-05-15
APH
667.09%AMPHENOL CORP CL A
Shares2.8M
Event2026-03-31
Filed2026-05-15
AVEM
39.91%AMERICAN CENTY ETF TR AVANTIS
Shares4.3M
Event2026-03-31
Filed2026-05-15
RTX
86.52%RTX CORP
Shares1.8M
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC DEL
52.71%BERKSHIRE HATHAWAY INC DEL
Shares706.0K
Event2026-03-31
Filed2026-05-15
IVW
4.93%ISHARES S&P 500 GROWTH
Shares3.0M
Event2026-03-31
Filed2026-05-15
INVESCO QQQ TR
18.63%INVESCO QQQ TR
Shares573.8K
Event2026-03-31
Filed2026-05-15
MERCK & CO INC
202.32%MERCK & CO INC
Shares2.7M
Event2026-03-31
Filed2026-05-15
PG
127.21%PROCTER & GAMBLE CO
Shares2.2M
Event2026-03-31
Filed2026-05-15
MUB
29.98%ISHARES NATIONAL MUNI BOND ETF
Shares3.0M
Event2026-03-31
Filed2026-05-15
BND
17.51%VANGUARD TOTAL BD MARKET ETF
Shares4.2M
Event2026-03-31
Filed2026-05-15
BAC
329.09%BANK OF AMERICA CORP
Shares6.5M
Event2026-03-31
Filed2026-05-15
CGUS
26.87%CAPITAL GROUP CORE EQUITY ETF
Shares7.8M
Event2026-03-31
Filed2026-05-15
IWM
14.72%ISHARES RUSSELL 2000
Shares1.2M
Event2026-03-31
Filed2026-05-15
ADI
394.02%ANALOG DEVICES INC
Shares925.7K
Event2026-03-31
Filed2026-05-15
MEDTRONIC PLC
241.17%MEDTRONIC PLC
Shares3.2M
Event2026-03-31
Filed2026-05-15
ROST
1582.03%ROSS STORES INC
Shares1.3M
Event2026-03-31
Filed2026-05-15
IAGG
128.00%ISHARES CORE INTERNATIONAL
Shares5.5M
Event2026-03-31
Filed2026-05-15
NVS
828.15%NOVARTIS AG ADR
Shares1.8M
Event2026-03-31
Filed2026-05-15
TSLA
89.20%TESLA INC
Shares741.4K
Event2026-03-31
Filed2026-05-15
AMD
87.62%ADVANCED MICRO DEVICES INC
Shares1.3M
Event2026-03-31
Filed2026-05-15
VOT
17.38%VANGUARD INDEX TR
Shares1.0M
Event2026-03-31
Filed2026-05-15
MCD
233.17%MCDONALDS CORP
Shares852.7K
Event2026-03-31
Filed2026-05-15
VWO
16.60%VANGUARD FTSE EMERGING MARKETS
Shares4.8M
Event2026-03-31
Filed2026-05-15
DE
84.89%DEERE & CO
Shares453.3K
Event2026-03-31
Filed2026-05-15
VEU
19.97%VANGUARD INTERNATIONAL EQUITY
Shares3.5M
Event2026-03-31
Filed2026-05-15
ICE
8101.81%INTERCONTINENTAL EXCHANGE INC
Shares1.6M
Event2026-03-31
Filed2026-05-15
KO
294.89%COCA-COLA CO
Shares3.3M
Event2026-03-31
Filed2026-05-15
WFC
252.23%WELLS FARGO & CO
Shares3.2M
Event2026-03-31
Filed2026-05-15
VTI
20.27%VANGUARD INDEX TRUST
Shares773.5K
Event2026-03-31
Filed2026-05-15
JGRO
17.99%J P MORGAN EXCHANGE-TRADED FD
Shares2.9M
Event2026-03-31
Filed2026-05-15
TMO
214.84%THERMO FISHER SCIENTIFIC INC
Shares506.0K
Event2026-03-31
Filed2026-05-15
ASML
575.43%ASML HOLDING NV
Shares183.8K
Event2026-03-31
Filed2026-05-15
COST
76.14%COSTCO WHOLESALE CORP
Shares242.0K
Event2026-03-31
Filed2026-05-15
BIV
26.36%VANGUARD INTER TERM BD ETF
Shares3.1M
Event2026-03-31
Filed2026-05-15
COP
462.52%CONOCOPHILLIPS
Shares1.8M
Event2026-03-31
Filed2026-05-15
HD
261.78%HOME DEPOT INC
Shares731.3K
Event2026-03-31
Filed2026-05-15
TOTAL SA
887.82%TOTAL SA
Shares2.6M
Event2026-03-31
Filed2026-05-15
BTI
3117.11%BRITISH AMERN TOB PLC ADR
Shares3.9M
Event2026-03-31
Filed2026-05-15
VONG
34.65%VANGUARD RUSSELL 1000 GROWTH
Shares2.1M
Event2026-03-31
Filed2026-05-15
LOW
71.48%LOWES COMPANIES INC
Shares944.2K
Event2026-03-31
Filed2026-05-15
GE AEROSPACE
560.19%GE AEROSPACE
Shares761.7K
Event2026-03-31
Filed2026-05-15
EATON CORPORATION PLC
929.51%EATON CORPORATION PLC
Shares594.9K
Event2026-03-31
Filed2026-05-15
VBR
16.43%VANGUARD SMALL CAP VALUE ETF
Shares984.4K
Event2026-03-31
Filed2026-05-15
DUKE ENERGY CORP NEW
65.25%DUKE ENERGY CORP NEW
Shares1.6M
Event2026-03-31
Filed2026-05-15
CB
3838.48%CHUBB LTD
Shares637.3K
Event2026-03-31
Filed2026-05-15
SCHF
29.08%SCHWAB INTERNATIONAL
Shares8.3M
Event2026-03-31
Filed2026-05-15
VYMI
26.51%VANGUARD INTERNATIONAL HIGH
Shares2.2M
Event2026-03-31
Filed2026-05-15
ACGL
22038.77%ARCH CAPITAL GROUP NEW
Shares2.1M
Event2026-03-31
Filed2026-05-15
BLACKROCK INC NEW
83.27%BLACKROCK INC NEW
Shares209.7K
Event2026-03-31
Filed2026-05-15
MA
393.86%MASTERCARD INC CL A
Shares401.1K
Event2026-03-31
Filed2026-05-15
PEP
72.91%PEPSICO INC
Shares1.3M
Event2026-03-31
Filed2026-05-15
ASTRAZENECA ORD
NewASTRAZENECA ORD
Shares1.0M
Event2026-03-31
Filed2026-05-15
NOW
277.40%SERVICENOW INC
Shares1.9M
Event2026-03-31
Filed2026-05-15
SPHQ
15.95%INVESCO EXCHANGE-TRADED FD TR
Shares2.5M
Event2026-03-31
Filed2026-05-15
VBK
19.77%VANGUARD SMALL CAP GROWTH ETF
Shares617.1K
Event2026-03-31
Filed2026-05-15
WMT
70.66%WAL-MART INC
Shares1.5M
Event2026-03-31
Filed2026-05-15
BCS
22147.15%BARCLAYS PLC ADR
Shares8.9M
Event2026-03-31
Filed2026-05-15
NATWEST GROUP PLC
22981.67%NATWEST GROUP PLC
Shares12.5M
Event2026-03-31
Filed2026-05-15
NATIONAL GRID PLC
27424.20%NATIONAL GRID PLC
Shares2.2M
Event2026-03-31
Filed2026-05-15
CGGO
29.75%CAPITAL GROUP GLOBAL GROWTH
Shares5.4M
Event2026-03-31
Filed2026-05-15
GEV
512.63%GE VERNOVA INC
Shares207.1K
Event2026-03-31
Filed2026-05-15
KLAC
2132.05%KLA CORP
Shares121.6K
Event2026-03-31
Filed2026-05-15
PLTR
74.80%PALANTIR TECHNOLOGIES INC
Shares1.2M
Event2026-03-31
Filed2026-05-15
JEPI
20.50%J P MORGAN EXCHANGE-TRADED FD
Shares3.0M
Event2026-03-31
Filed2026-05-15
AME
421.97%AMETEK INCORPORATED NEW
Shares795.4K
Event2026-03-31
Filed2026-05-15
ARISTA NETWORKS INC
1164.80%ARISTA NETWORKS INC
Shares1.4M
Event2026-03-31
Filed2026-05-15
CRM
73.64%SALESFORCE INC
Shares915.1K
Event2026-03-31
Filed2026-05-15
CSCO
174.97%CISCO SYSTEMS INC
Shares2.0M
Event2026-03-31
Filed2026-05-15
ABBV
172.02%ABBVIE INCORPORATED
Shares777.4K
Event2026-03-31
Filed2026-05-15
NFLX
163.99%NETFLIX COM INC
Shares1.7M
Event2026-03-31
Filed2026-05-15
PULS
19.16%PGIM ETF TR
Shares3.2M
Event2026-03-31
Filed2026-05-15
PAAA
27.49%PGIM ETF TR
Shares3.1M
Event2026-03-31
Filed2026-05-15
CAT
93.09%CATERPILLAR INC
Shares229.7K
Event2026-03-31
Filed2026-05-15
SCHW
1580.31%CHARLES SCHWAB CORP
Shares1.7M
Event2026-03-31
Filed2026-05-15
AMAT
181.45%APPLIED MATERIALS INC
Shares465.4K
Event2026-03-31
Filed2026-05-15
MPC
66.80%MARATHON PETE CORP
Shares621.8K
Event2026-03-31
Filed2026-05-15
ABT
196.73%ABBOTT LABORATORIES
Shares1.5M
Event2026-03-31
Filed2026-05-15
TJX
124.86%TJX COMPANIES INC NEW
Shares986.9K
Event2026-03-31
Filed2026-05-15
LMT
37.78%LOCKHEED MARTIN CORP
Shares249.7K
Event2026-03-31
Filed2026-05-15
CITIGROUP INC
431.12%CITIGROUP INC
Shares1.4M
Event2026-03-31
Filed2026-05-15
BA
403.20%BOEING CO
Shares790.7K
Event2026-03-31
Filed2026-05-15
RIO
3565.99%RIO TINTO PLC ADR
Shares1.7M
Event2026-03-31
Filed2026-05-15
ISRG
569.03%INTUITIVE SURGICAL INC NEW
Shares329.4K
Event2026-03-31
Filed2026-05-15
MU
293.35%MICRON TECHNOLOGY INC
Shares414.4K
Event2026-03-31
Filed2026-05-15
ENB
45.91%ENBRIDGE INC
Shares2.7M
Event2026-03-31
Filed2026-05-15
NEE
71.54%NEXTERA ENERGY INC
Shares1.6M
Event2026-03-31
Filed2026-05-15
SCHM
37.10%SCHWAB STRATEGIC TR
Shares4.8M
Event2026-03-31
Filed2026-05-15
E
23325.39%ENI SPA ADR
Shares2.6M
Event2026-03-31
Filed2026-05-15
PGR
1860.73%PROGRESSIVE CORPORATION
Shares728.2K
Event2026-03-31
Filed2026-05-15
CBRE
12004.99%CBRE GROUP INC
Shares1.1M
Event2026-03-31
Filed2026-05-15
BSV
19.87%VANGUARD SHORT TERM BD ETF
Shares1.8M
Event2026-03-31
Filed2026-05-15
UNH
365.68%UNITEDHEALTH GROUP INC
Shares547.1K
Event2026-03-31
Filed2026-05-15
HDV
20.08%ISHARES TRUST HIGH DIVIDEND
Shares1.0M
Event2026-03-31
Filed2026-05-15
RDVY
34.18%FIRST TRUST RISING DIVIDEND
Shares2.1M
Event2026-03-31
Filed2026-05-15
UNP
159.99%UNION PACIFIC CORP
Shares584.8K
Event2026-03-31
Filed2026-05-15
VIGI
26.45%VANGUARD INTERNATIONAL
Shares1.6M
Event2026-03-31
Filed2026-05-15
PM
315.18%PHILIP MORRIS INTL INC
Shares842.8K
Event2026-03-31
Filed2026-05-15
WM
1172.72%WASTE MANAGEMENT INC
Shares612.0K
Event2026-03-31
Filed2026-05-15
ITOT
34.36%ISHARES CORE S&P TOTAL U S STK
Shares990.4K
Event2026-03-31
Filed2026-05-15
DFIV
48.41%DIMENSIONAL ETF TR
Shares2.6M
Event2026-03-31
Filed2026-05-15
VXF
142.93%VANGUARD EXTENDED MARKET
Shares663.7K
Event2026-03-31
Filed2026-05-15
JHMM
18.73%JOHN HANCOCK EXCHANGE TRADED
Shares2.0M
Event2026-03-31
Filed2026-05-15
MOAT
11.28%VANECK ETF TR
Shares1.4M
Event2026-03-31
Filed2026-05-15
GS
247.50%GOLDMAN SACHS GROUP INC
Shares159.6K
Event2026-03-31
Filed2026-05-15
UBS
8400.25%UBS GROUP AG
Shares3.5M
Event2026-03-31
Filed2026-05-15
VZ
68.62%VERIZON COMMUNICATIONS
Shares2.5M
Event2026-03-31
Filed2026-05-15
DHR
340.92%DANAHER CORP
Shares699.5K
Event2026-03-31
Filed2026-05-15
TDY
24095.11%TELEDYNE TECHNOLOGIES INC
Shares212.9K
Event2026-03-31
Filed2026-05-15
GLD
18.47%SPDR GOLD TR
Shares301.9K
Event2026-03-31
Filed2026-05-15
MMC
6793.23%MARSH
Shares723.8K
Event2026-03-31
Filed2026-05-15
PFE
26.18%PFIZER INC
Shares4.5M
Event2026-03-31
Filed2026-05-15
IVE
21.12%ISHARES S&P 500 VALUE
Shares585.7K
Event2026-03-31
Filed2026-05-15
DIA
15.25%STATE SRT SPDR
Shares268.2K
Event2026-03-31
Filed2026-05-15
TD
3176.88%TORONTO DOMINION BK
Shares1.3M
Event2026-03-31
Filed2026-05-15
DYNF
75.50%BLACKROCK ISHARES U S EQUITY
Shares2.1M
Event2026-03-31
Filed2026-05-15
PCAR
5256.60%PACCAR INC
Shares1.1M
Event2026-03-31
Filed2026-05-15
HON
119.99%HONEYWELL INTERNATIONAL INC
Shares534.4K
Event2026-03-31
Filed2026-05-15
ORLY
259.23%O REILLY AUTOMOTIVE INC
Shares1.3M
Event2026-03-31
Filed2026-05-15
MFG
96145.73%MIZUHO FINL GROUP INC
Shares15.4M
Event2026-03-31
Filed2026-05-15
SCHD
22.48%SCHWAB STRATEGIC TRUST US
Shares3.9M
Event2026-03-31
Filed2026-05-15
DG
77.55%DOLLAR GENERAL CORP NEW
Shares997.9K
Event2026-03-31
Filed2026-05-15
JEPQ
25.64%J P MORGAN EXCHANGE-TRADED FD
Shares2.2M
Event2026-03-31
Filed2026-05-15
HWM
1649.89%HOWMET AEROSPACE INC
Shares509.5K
Event2026-03-31
Filed2026-05-15
COWZ
13.85%PACER US CASH COWS 100
Shares1.9M
Event2026-03-31
Filed2026-05-15
RWL
25.10%INVESCO EXCHANGE-TRADED FD TR
Shares988.5K
Event2026-03-31
Filed2026-05-15
GENERAL DYNAMICS CORP
91.79%GENERAL DYNAMICS CORP
Shares320.7K
Event2026-03-31
Filed2026-05-15
JPST
23.79%J P MORGAN ULTRA-SHORT INCOME
Shares2.2M
Event2026-03-31
Filed2026-05-15
PANW
302.09%PALO ALTO NETWORKS INC
Shares753.7K
Event2026-03-31
Filed2026-05-15
ODFL
12348.07%OLD DOMINION FREIGHT LINE INC
Shares579.3K
Event2026-03-31
Filed2026-05-15
PH
275.89%PARKER HANNIFIN CORP
Shares122.5K
Event2026-03-31
Filed2026-05-15
BRO
2190.25%BROWN & BROWN INC
Shares1.7M
Event2026-03-31
Filed2026-05-15
CGMU
75.89%CAPITAL GROUP FXD INCOME
Shares4.0M
Event2026-03-31
Filed2026-05-15
HDB
24171.72%HDFC BANK LTD
Shares4.4M
Event2026-03-31
Filed2026-05-15
BSX
3339.08%BOSTON SCIENTIFIC CORP
Shares1.5M
Event2026-03-31
Filed2026-05-15
USMV
14.94%ISHARES TRUST
Shares1.2M
Event2026-03-31
Filed2026-05-15
ORCL
109.39%ORACLE CORP
Shares734.7K
Event2026-03-31
Filed2026-05-15
TXN
453.88%TEXAS INSTRUMENTS INC
Shares530.4K
Event2026-03-31
Filed2026-05-15
AXP
243.92%AMERICAN EXPRESS CO
Shares344.6K
Event2026-03-31
Filed2026-05-15
QCOM
276.56%QUALCOMM INC
Shares792.2K
Event2026-03-31
Filed2026-05-15
MCK
485.72%MCKESSON CORP
Shares117.0K
Event2026-03-31
Filed2026-05-15
ING
4900.96%ING GROEP N V ADR
Shares4.1M
Event2026-03-31
Filed2026-05-15
WELL
288.45%WELLTOWER INC REIT
Shares509.1K
Event2026-03-31
Filed2026-05-15
IBM
63.00%IBM
Shares421.0K
Event2026-03-31
Filed2026-05-15
CVS
313.17%CVS HEALTH CORPORATION
Shares1.4M
Event2026-03-31
Filed2026-05-15
DIS
118.43%WALT DISNEY CO
Shares1.1M
Event2026-03-31
Filed2026-05-15
VCIT
49.40%VANGUARD INTERMEDIATE TERM
Shares1.2M
Event2026-03-31
Filed2026-05-15
XMHQ
20.24%INVESCO EXCHANGE-TRADED FD TR
Shares977.0K
Event2026-03-31
Filed2026-05-15
SPGI
235.50%S&P GLOBAL INC
Shares240.1K
Event2026-03-31
Filed2026-05-15
BBVA
14447.01%BANCO BILBAO VIZCAYA
Shares4.8M
Event2026-03-31
Filed2026-05-15
D
981.93%DOMINION ENERGY INC
Shares1.6M
Event2026-03-31
Filed2026-05-15
LH
5621.11%LABCORP HLDGS INC
Shares366.4K
Event2026-03-31
Filed2026-05-15
TFC
20.62%TRUIST FINL CORP
Shares2.2M
Event2026-03-31
Filed2026-05-15
MS
918.13%MORGAN STANLEY
Shares604.1K
Event2026-03-31
Filed2026-05-15
MCO
1546.41%MOODYS CORP
Shares222.7K
Event2026-03-31
Filed2026-05-15
CSL
29176.76%CARLISLE COMPANIES
Shares282.2K
Event2026-03-31
Filed2026-05-15
IGIB
29.18%ISHARES 5-10 YR INVESTMENT
Shares1.7M
Event2026-03-31
Filed2026-05-15
SONY
5280.29%SONY GROUP CORP
Shares4.6M
Event2026-03-31
Filed2026-05-15
HIMU
39.37%BLACKROCK ETF TR II
Shares1.9M
Event2026-03-31
Filed2026-05-15
O
16.01%REALTY INCOME CORP
Shares1.5M
Event2026-03-31
Filed2026-05-15
HLN
2454.64%HALEON PLC
Shares9.1M
Event2026-03-31
Filed2026-05-15
NKE
142.44%NIKE INC CL B
Shares1.7M
Event2026-03-31
Filed2026-05-15
SPYG
57.40%SPDR SER TR
Shares930.1K
Event2026-03-31
Filed2026-05-15
VRTX
2437.34%VERTEX PHARMACEUTICALS INC
Shares202.9K
Event2026-03-31
Filed2026-05-15
DON
23.13%WISDOMTREE US MIDCAP DIVIDEND
Shares1.7M
Event2026-03-31
Filed2026-05-15
CIGNA GROUP
459.62%CIGNA GROUP
Shares326.8K
Event2026-03-31
Filed2026-05-15
KEYS
221.16%KEYSIGHT TECHNOLOGIES INC
Shares305.8K
Event2026-03-31
Filed2026-05-15
ISTB
23.21%ISHARES TRUST CORE 1-5 YEAR
Shares1.8M
Event2026-03-31
Filed2026-05-15
BLACKSTONE INC
446.97%BLACKSTONE INC
Shares787.2K
Event2026-03-31
Filed2026-05-15
PLD
313.87%PROLOGIS INC
Shares659.4K
Event2026-03-31
Filed2026-05-15
CGIE
52.39%CAPITAL GROUP INTL EQUITY ETF
Shares2.6M
Event2026-03-31
Filed2026-05-15
J
406.17%JACOBS SOLUTIONS INC
Shares671.5K
Event2026-03-31
Filed2026-05-15
CDW
35566.67%CDW CORP
Shares712.6K
Event2026-03-31
Filed2026-05-15
SCHX
32.64%SCHWAB US LARGE CAP
Shares3.4M
Event2026-03-31
Filed2026-05-15
SHOP
472.27%SHOPIFY INC
Shares749.5K
Event2026-03-31
Filed2026-05-15
CGCP
33.45%CAPITAL GROUP FIXED INCOME
Shares3.7M
Event2026-03-31
Filed2026-05-15
SPYV
53.75%SPDR SER TR
Shares1.5M
Event2026-03-31
Filed2026-05-15
MAR
1861.32%MARRIOTT INTERNATIONAL NEW A
Shares258.1K
Event2026-03-31
Filed2026-05-15
USB
305.41%US BANCORP
Shares1.6M
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE-TRADED FD TR
22.15%INVESCO EXCHANGE-TRADED FD TR
Shares434.0K
Event2026-03-31
Filed2026-05-15
AON PLC
4814.30%AON PLC
Shares259.0K
Event2026-03-31
Filed2026-05-15
QUAL
21.15%ISHARES TR
Shares432.9K
Event2026-03-31
Filed2026-05-15
HLT
5989.26%HILTON WORLDWIDE HLDGS INC
Shares274.9K
Event2026-03-31
Filed2026-05-15
XMMO
34.01%INVESCO EXCHANGE-TRADED FD TR
Shares560.4K
Event2026-03-31
Filed2026-05-15
OKE
35.57%ONEOK INC NEW
Shares857.2K
Event2026-03-31
Filed2026-05-15
MDLZ
111.87%MONDELEZ INTERNATIONAL INC
Shares1.4M
Event2026-03-31
Filed2026-05-15
TT
1914.93%TRANE TECHNOLOGIES PLC COM
Shares193.0K
Event2026-03-31
Filed2026-05-15
LIBERTY MEDIA CORP DEL
43359.51%LIBERTY MEDIA CORP DEL
Shares967.0K
Event2026-03-31
Filed2026-05-15
ECL
497.67%ECOLAB INC
Shares299.7K
Event2026-03-31
Filed2026-05-15
BINC
46.91%BLACKROCK ETF TR II
Shares1.5M
Event2026-03-31
Filed2026-05-15
IXUS
12.65%ISHARES TRUST CORE MSCI
Shares906.9K
Event2026-03-31
Filed2026-05-15
EMR
36.49%EMERSON ELECTRIC CO
Shares606.7K
Event2026-03-31
Filed2026-05-15
MEDP
16552.97%MEDPACE HOLDINGS INC
Shares168.2K
Event2026-03-31
Filed2026-05-15
NXPI
1740.21%NXP SEMICONDUCTORS
Shares395.4K
Event2026-03-31
Filed2026-05-15
SO
322.07%SOUTHERN CO
Shares792.0K
Event2026-03-31
Filed2026-05-15
SBUX
68.86%STARBUCKS CORP
Shares867.6K
Event2026-03-31
Filed2026-05-15
SCMB
41.65%SCHWAB STRATEGIC TR
Shares3.0M
Event2026-03-31
Filed2026-05-15
FTCS
11.91%FIRST TRUST CAPITAL STRENGTH
Shares824.3K
Event2026-03-31
Filed2026-05-15
EFX
5523.82%EQUIFAX INC
Shares438.2K
Event2026-03-31
Filed2026-05-15
XLK
12.17%SECTOR SPDR TRUST SS TCHNOLGY
Shares576.6K
Event2026-03-31
Filed2026-05-15
FDX
516.76%FEDEX CORP
Shares217.8K
Event2026-03-31
Filed2026-05-15
WRB
15193.35%W R BERKLEY CORP
Shares1.1M
Event2026-03-31
Filed2026-05-15
SCHC
53.05%SCHWAB INTERNATIONAL
Shares1.6M
Event2026-03-31
Filed2026-05-15
SMH
23.06%VANECK ETF TR
Shares193.5K
Event2026-03-31
Filed2026-05-15
FDL
30.76%FIRST TR MORNINGSTAR DIVID ETF
Shares1.4M
Event2026-03-31
Filed2026-05-15
DFEV
26.64%DIMENSIONAL ETF TR
Shares2.1M
Event2026-03-31
Filed2026-05-15
CMCSA
139.59%COMCAST CORP CL A
Shares2.5M
Event2026-03-31
Filed2026-05-15
TM
2647.45%TOYOTA MOTOR CORP NEW
Shares345.0K
Event2026-03-31
Filed2026-05-15
UNILEVER PLC
1632.85%UNILEVER PLC
Shares1.2M
Event2026-03-31
Filed2026-05-15
JMUB
87.91%J P MORGAN EXCHANGE-TRADED FD
Shares1.4M
Event2026-03-31
Filed2026-05-15
SDY
6.36%SPDR SER TR
Shares486.2K
Event2026-03-31
Filed2026-05-15
MC
55574.72%MOELIS & CO
Shares1.3M
Event2026-03-31
Filed2026-05-15
WMB
831.24%WILLIAMS COMPANIES INC
Shares951.8K
Event2026-03-31
Filed2026-05-15
URI
1919.05%UNITED RENTALS INC
Shares93.9K
Event2026-03-31
Filed2026-05-15
AOS
15088.68%A O SMITH CORP
Shares1.1M
Event2026-03-31
Filed2026-05-15
BP
865.26%BP PLC SPONSORED ADR
Shares1.5M
Event2026-03-31
Filed2026-05-15
WAT
54460.37%WATERS CORP
Shares236.8K
Event2026-03-31
Filed2026-05-15
SHEL
236.17%SHELL PLC
Shares738.4K
Event2026-03-31
Filed2026-05-15
SCHE
26.78%SCHWAB EMERGING MARKETS
Shares2.1M
Event2026-03-31
Filed2026-05-15
JBND
52.23%J P MORGAN EXCHANGE-TRADED FD
Shares1.3M
Event2026-03-31
Filed2026-05-15
TCAF
19.83%T ROWE PRICE EXCHANGE-TRADED
Shares2.0M
Event2026-03-31
Filed2026-05-15
CPRT
2320.07%COPART INC
Shares2.1M
Event2026-03-31
Filed2026-05-15
WWD
533.26%WOODWARD INC
Shares190.8K
Event2026-03-31
Filed2026-05-15
VT
66.89%VANGUARD INTL EQUITY INDEX FDS
Shares497.7K
Event2026-03-31
Filed2026-05-15
SNPS
579.28%SYNOPSYS INC
Shares175.3K
Event2026-03-31
Filed2026-05-15
CGBL
28.71%CAPITAL GROUP CORE BALANCED
Shares1.9M
Event2026-03-31
Filed2026-05-15
INTU
425.83%INTUIT
Shares157.2K
Event2026-03-31
Filed2026-05-15
CSX
59.77%CSX CORP
Shares1.6M
Event2026-03-31
Filed2026-05-15
VRT
46.33%VERTIV HLDGS LLC
Shares259.4K
Event2026-03-31
Filed2026-05-15
ALL
63.99%ALLSTATE CORP
Shares319.5K
Event2026-03-31
Filed2026-05-15
GILD
447.84%GILEAD SCIENCES INC
Shares483.2K
Event2026-03-31
Filed2026-05-15
T
59.93%AT&T INC
Shares2.2M
Event2026-03-31
Filed2026-05-15
VGT
19.55%VANGUARD SECTOR INDEX FDS
Shares95.1K
Event2026-03-31
Filed2026-05-15
SCHB
10.16%SCHWAB US BROAD MARKET
Shares2.6M
Event2026-03-31
Filed2026-05-15
UPS
7.52%UNITED PARCEL SERVICE INC CL B
Shares678.2K
Event2026-03-31
Filed2026-05-15
MSA
177306.39%MSA SAFETY INC
Shares388.5K
Event2026-03-31
Filed2026-05-15
TKO
17122.93%TKO GROUP HLDGS INC
Shares335.0K
Event2026-03-31
Filed2026-05-15
UBER
197.75%UBER TECHNOLOGIES INC
Shares914.7K
Event2026-03-31
Filed2026-05-15
LVHI
28.42%LEGG MASON ETF INVT TR
Shares1.6M
Event2026-03-31
Filed2026-05-15
JAVA
24.83%J P MORGAN EXCHANGE-TRADED FD
Shares884.7K
Event2026-03-31
Filed2026-05-15
AMT
59.25%AMERICAN TOWER CORP NEW REIT
Shares357.1K
Event2026-03-31
Filed2026-05-15
ELV
198.51%ELEVANCE HEALTH INC
Shares211.5K
Event2026-03-31
Filed2026-05-15
IHG
19697.93%INTERCONTINENTAL HOTELS GROUP
Shares467.8K
Event2026-03-31
Filed2026-05-15
LAM RESH CORP
198.84%LAM RESH CORP
Shares286.2K
Event2026-03-31
Filed2026-05-15
SOXX
17.72%ISHARES SEMICONDUCTOR ETF
Shares182.8K
Event2026-03-31
Filed2026-05-15
WDC
1356.29%WESTERN DIGITAL CORP
Shares212.5K
Event2026-03-31
Filed2026-05-15
SDVY
35.72%FIRST TR EXHCANGE-TRADED FD VI
Shares1.5M
Event2026-03-31
Filed2026-05-15
XLE
68.46%SECTOR SPDR TRUST SS ENERGY
Shares930.5K
Event2026-03-31
Filed2026-05-15
BDX
411.80%BECTON DICKINSON & CO
Shares376.4K
Event2026-03-31
Filed2026-05-15
BBD
60466.73%BANCO BRADESCO S A
Shares16.6M
Event2026-03-31
Filed2026-05-15
EOG
1244.89%EOG RESOURCES INC
Shares384.2K
Event2026-03-31
Filed2026-05-15
CGXU
23.54%CAPITAL GROUP INTL FOCUS
Shares2.0M
Event2026-03-31
Filed2026-05-15
COWG
2.04%PACER FDS TR
Shares1.7M
Event2026-03-31
Filed2026-05-15
MPWR
2134.80%MONOLITHIC PWR SYS INC
Shares53.9K
Event2026-03-31
Filed2026-05-15
IJK
34.85%ISHARES S&P MIDCAP 400 GROWTH
Shares574.6K
Event2026-03-31
Filed2026-05-15
TPR
110.31%TAPESTRY INC
Shares408.1K
Event2026-03-31
Filed2026-05-15
RYAAY
19850.84%RYANAIR HOLDINGS PLC
Shares967.0K
Event2026-03-31
Filed2026-05-15
KKR & CO INC
1447.53%KKR & CO INC
Shares638.8K
Event2026-03-31
Filed2026-05-15
IWN
8.89%ISHARES TRUST RUSSELL 2000
Shares301.3K
Event2026-03-31
Filed2026-05-15
MARVELL TECHNOLOGY INC
321.15%MARVELL TECHNOLOGY INC
Shares584.9K
Event2026-03-31
Filed2026-05-15
ISHARES GOLD TR
57.90%ISHARES GOLD TR
Shares648.0K
Event2026-03-31
Filed2026-05-15
VLO
22.53%VALERO ENERGY CORP
Shares216.5K
Event2026-03-31
Filed2026-05-15
JCI
440.60%JOHNSON CONTROLS INTERNATIONAL
Shares418.6K
Event2026-03-31
Filed2026-05-15
CGDG
45.48%CAPITAL GROUP DIVID
Shares1.6M
Event2026-03-31
Filed2026-05-15
ITW
104.52%ILLINOIS TOOL WORKS INC
Shares209.3K
Event2026-03-31
Filed2026-05-15
AMGN
249.80%AMGEN INC
Shares154.5K
Event2026-03-31
Filed2026-05-15
HII
884.08%HUNTINGTON INGALLS INDUSTRIES
Shares141.0K
Event2026-03-31
Filed2026-05-15
TMUS
266.24%T-MOBILE US INC
Shares254.6K
Event2026-03-31
Filed2026-05-15
IJJ
42.89%ISHARES S&P MIDCAP 400 VALUE
Shares412.8K
Event2026-03-31
Filed2026-05-15
SCHA
27.03%SCHWAB US SMALL-CAP
Shares1.9M
Event2026-03-31
Filed2026-05-15
GCOW
19.77%PACER GLOBAL CASH COWS
Shares1.2M
Event2026-03-31
Filed2026-05-15
NDAQ
482.83%NASDAQ STOCK MARKET INC
Shares648.9K
Event2026-03-31
Filed2026-05-15
CAH
1982.61%CARDINAL HEALTH INC
Shares255.7K
Event2026-03-31
Filed2026-05-15
TCHP
18.91%T ROWE PRICE EXCHANGE TRADED
Shares1.2M
Event2026-03-31
Filed2026-05-15
VONV
96.72%VANGUARD RUSSELL 1000 VALUE
Shares566.3K
Event2026-03-31
Filed2026-05-15
AWI
14491.91%ARMSTRONG WORLD INDS INC NEW
Shares321.2K
Event2026-03-31
Filed2026-05-15
FTNT
-1.19%FORTINET INC
Shares657.0K
Event2026-03-31
Filed2026-05-15
MFSI
70.96%MFS ACTIVE EXCHANGE TRADED FDS
Shares1.8M
Event2026-03-31
Filed2026-05-15
MO
96.22%ALTRIA GROUP INC
Shares768.9K
Event2026-03-31
Filed2026-05-15
SPMO
38.95%INVESCO EXCHANGE-TRADED FD TR
Shares461.7K
Event2026-03-31
Filed2026-05-15
VWOB
30.68%VANGUARD EMERGING MKT GOVT
Shares779.5K
Event2026-03-31
Filed2026-05-15
MKSI
9962.14%MKS INSTRUMENTS INC
Shares223.8K
Event2026-03-31
Filed2026-05-15
STT
79.40%STATE STREET CORP
Shares405.4K
Event2026-03-31
Filed2026-05-15
CF
5765.12%CF INDUSTRIES HOLDINGS INC
Shares363.1K
Event2026-03-31
Filed2026-05-15
AER
16129.95%AERCAP HOLDINGS NV
Shares371.2K
Event2026-03-31
Filed2026-05-15
CGMS
38.80%CAPITAL GROUP FXD INCOME
Shares1.8M
Event2026-03-31
Filed2026-05-15
THO
25059.04%THOR INDUSTRIES INC
Shares620.9K
Event2026-03-31
Filed2026-05-15
CRWD
44.38%CROWDSTRIKE HLDGS INC
Shares131.7K
Event2026-03-31
Filed2026-05-15
IR
10294.62%INGERSOLL RAND INC
Shares610.5K
Event2026-03-31
Filed2026-05-15
ACCENTURE PLC IRELAND
202.86%ACCENTURE PLC IRELAND
Shares250.9K
Event2026-03-31
Filed2026-05-15
MLM
2855.75%MARTIN MARIETTA MATERIALS INC
Shares84.6K
Event2026-03-31
Filed2026-05-15
VXUS
69.28%VANGUARD TOTAL INTERNATIONAL
Shares646.0K
Event2026-03-31
Filed2026-05-15
ENTG
12041.98%ENTEGRIS INC
Shares424.0K
Event2026-03-31
Filed2026-05-15
VFC
21.00%V F CORP
Shares2.9M
Event2026-03-31
Filed2026-05-15
MTUM
14.26%ISHARES TR
Shares203.3K
Event2026-03-31
Filed2026-05-15
FIS
9651.19%FIDELITY NATL INFORMATION SVCS
Shares1.0M
Event2026-03-31
Filed2026-05-15
IYW
13.33%ISHARES DOW JONES US
Shares272.1K
Event2026-03-31
Filed2026-05-15
AEP
100.65%AMERICAN ELECTRIC POWER CO
Shares367.4K
Event2026-03-31
Filed2026-05-15
CVNA
3051.38%CARVANA CO
Shares157.9K
Event2026-03-31
Filed2026-05-15
DTE
1547.58%DTE ENERGY CO
Shares329.1K
Event2026-03-31
Filed2026-05-15
VMC
2742.95%VULCAN MATERIALS CO
Shares181.4K
Event2026-03-31
Filed2026-05-15
PVAL
107.23%PUTNAM ETF TR
Shares1.0M
Event2026-03-31
Filed2026-05-15
EXPD
5962.22%EXPEDITORS INTL OF WASH INC
Shares334.6K
Event2026-03-31
Filed2026-05-15
ITA
64.60%ISHARES DOW JONES US
Shares215.3K
Event2026-03-31
Filed2026-05-15
IWO
31.03%ISHARES RUSSELL 2000 GROWTH
Shares149.9K
Event2026-03-31
Filed2026-05-15
KMB
1020.56%KIMBERLY CLARK CORP
Shares466.1K
Event2026-03-31
Filed2026-05-15
AJG
1598.58%GALLAGHER ARTHUR J & CO
Shares222.0K
Event2026-03-31
Filed2026-05-15
ADP
402.02%AUTOMATIC DATA PROCESSING INC
Shares227.9K
Event2026-03-31
Filed2026-05-15
ULTA
62.20%ULTA BEAUTY INC
Shares89.7K
Event2026-03-31
Filed2026-05-15
SNA
328.25%SNAP ON TOOL INC
Shares127.6K
Event2026-03-31
Filed2026-05-15
QIAGEN NV
NewQIAGEN NV
Shares1.2M
Event2026-03-31
Filed2026-05-15
WCC
1846.70%WESCO INTERNATIONAL INC
Shares173.7K
Event2026-03-31
Filed2026-05-15
LHX
1084.45%L3 HARRIS TECHNOLOGIES INC
Shares132.3K
Event2026-03-31
Filed2026-05-15
MTB
2027.58%M & T BK CORP
Shares225.8K
Event2026-03-31
Filed2026-05-15
JIRE
22.50%J P MORGAN EXCHANGE-TRADED FD
Shares619.3K
Event2026-03-31
Filed2026-05-15
AROC
44176.49%ARCHROCK INC
Shares1.3M
Event2026-03-31
Filed2026-05-15
XLF
8.61%SECTOR SPDR TRUST SS FINANCIAL
Shares940.4K
Event2026-03-31
Filed2026-05-15
IWY
29.32%ISHARES TR
Shares186.7K
Event2026-03-31
Filed2026-05-15
AVUV
40.84%AMERICAN CENTY ETF TR
Shares411.0K
Event2026-03-31
Filed2026-05-15
SYK
96.64%STRYKER CORP
Shares136.7K
Event2026-03-31
Filed2026-05-15
CASY
200.38%CASEYS GENERAL STORES INC
Shares62.4K
Event2026-03-31
Filed2026-05-15
EVRG
209.70%EVERGY INC
Shares550.2K
Event2026-03-31
Filed2026-05-15
CGSD
31.42%CAPITAL GROUP FXD INCOME
Shares1.7M
Event2026-03-31
Filed2026-05-15
CFG
3744.97%CITIZENS FINANCIAL GROUP INC
Shares768.5K
Event2026-03-31
Filed2026-05-15
CEG
374.52%CONSTELLATION ENERGY CORP
Shares146.8K
Event2026-03-31
Filed2026-05-15
DLTR
7345.96%DOLLAR TREE INC
Shares412.8K
Event2026-03-31
Filed2026-05-15
JCPB
34.05%J P MORGAN EXCHANGE-TRADED FD
Shares940.0K
Event2026-03-31
Filed2026-05-15
SCHZ
27.95%SCHWAB US AGGREGATE BOND
Shares1.9M
Event2026-03-31
Filed2026-05-15
BWA
5546.38%BORG WARNER AUTOMOTIVE
Shares805.3K
Event2026-03-31
Filed2026-05-15
IJS
11.27%ISHARES TR S&P SMALLCAP
Shares374.7K
Event2026-03-31
Filed2026-05-15
SLV
37.75%ISHARES SILVER TR
Shares685.0K
Event2026-03-31
Filed2026-05-15
INTC
230.92%INTEL CORP
Shares1.0M
Event2026-03-31
Filed2026-05-15
BIL
160.70%SPDR SER TR SS SPDR BLOOMBERG
Shares472.2K
Event2026-03-31
Filed2026-05-15
MOG.A
27649.91%MOOG INCORPORATED CLASS A
Shares149.0K
Event2026-03-31
Filed2026-05-15
CGMM
214.80%CAPITAL GROUP EQUITY ETF TR I
Shares1.5M
Event2026-03-31
Filed2026-05-15
FORM
40273.71%FORMFACTOR INC
Shares430.0K
Event2026-03-31
Filed2026-05-15
TYL
5975.45%TYLER TECHNOLOGIES INC
Shares125.2K
Event2026-03-31
Filed2026-05-15
IWV
11.38%ISHARES RUSSELL 3000
Shares115.3K
Event2026-03-31
Filed2026-05-15
BKNG
35.51%BOOKING HOLDINGS INC
Shares10.2K
Event2026-03-31
Filed2026-05-15
HLI
4700.36%HOULIHAN LOKEY INC
Shares297.5K
Event2026-03-31
Filed2026-05-15
COF
61.45%CAPITAL ONE FINL CORP
Shares230.8K
Event2026-03-31
Filed2026-05-15
AKAM
3614.86%AKAMAI TECHNOLOGIES INC
Shares355.1K
Event2026-03-31
Filed2026-05-15
TGT
17.36%TARGET CORP
Shares335.2K
Event2026-03-31
Filed2026-05-15
XLG
21.30%INVESCO EXCHANGE-TRADED FD TR
Shares758.5K
Event2026-03-31
Filed2026-05-15
BNDX
49.06%VANGUARD TOTAL INTERNATIONAL
Shares841.6K
Event2026-03-31
Filed2026-05-15
LBRDK
100943.78%LIBERTY BROADBAND CORPORATION
Shares780.1K
Event2026-03-31
Filed2026-05-15
ASX
13172.19%ASE INDUSTRIAL HOLDING LTD ADR
Shares1.8M
Event2026-03-31
Filed2026-05-15
SCHG
28.05%SCHWAB STRATEGIC TR US
Shares1.4M
Event2026-03-31
Filed2026-05-15
XLI
14.51%SECTOR SPDR TRUST
Shares247.8K
Event2026-03-31
Filed2026-05-15
DFAT
42.96%DIMENSIONAL ETF TR
Shares633.9K
Event2026-03-31
Filed2026-05-15
RGA
16712.30%REINSURANCE GROUP OF AMER INC
Shares195.5K
Event2026-03-31
Filed2026-05-15
APD
811.74%AIR PRODS & CHEMS INC
Shares132.8K
Event2026-03-31
Filed2026-05-15
QQA
45.20%INVESCO ACTIVELY MANAGED
Shares790.5K
Event2026-03-31
Filed2026-05-15
RELX
4636.45%RELX PLC
Shares1.2M
Event2026-03-31
Filed2026-05-15
SNY
2051.11%SANOFI
Shares813.0K
Event2026-03-31
Filed2026-05-15
EQT CORP
4275.75%EQT CORP
Shares561.2K
Event2026-03-31
Filed2026-05-15
NOC
260.66%NORTHROP GRUMMAN CORP
Shares55.8K
Event2026-03-31
Filed2026-05-15
RF
23.72%REGIONS FINANCIAL CORP
Shares1.5M
Event2026-03-31
Filed2026-05-15
FLCB
29.35%FRANKLIN TEMPLETON ETF TR
Shares1.8M
Event2026-03-31
Filed2026-05-15
PPA
29.19%INVESCO EXCHANGE-TRADED FD TR
Shares228.5K
Event2026-03-31
Filed2026-05-15
BMY
114.61%BRISTOL-MYERS SQUIBB CO
Shares640.7K
Event2026-03-31
Filed2026-05-15
DLR
30.98%DIGITAL REALTY TRUST INC
Shares212.6K
Event2026-03-31
Filed2026-05-15
ALSN
5879.39%ALLISON TRANSMISSION HOLDINGS
Shares325.8K
Event2026-03-31
Filed2026-05-15
CMI
143.71%CUMMINS INC
Shares71.1K
Event2026-03-31
Filed2026-05-15
RB GLOBAL INC
38499.70%RB GLOBAL INC
Shares389.9K
Event2026-03-31
Filed2026-05-15
ALB
470.55%ALBEMARLE CORPORATION
Shares205.1K
Event2026-03-31
Filed2026-05-15
ADBE
19.39%ADOBE INC
Shares156.2K
Event2026-03-31
Filed2026-05-15
AIG
2336.14%AMERICAN INTERNATIONAL GROUP
Shares502.5K
Event2026-03-31
Filed2026-05-15
CALF
7.02%PACER FDS TR US SMALL CAP CASH
Shares832.6K
Event2026-03-31
Filed2026-05-15
RJF
5515.03%RAYMOND JAMES FINANCIAL INC
Shares258.9K
Event2026-03-31
Filed2026-05-15
AVDE
36.34%AMERICAN CENTY ETF TR
Shares444.8K
Event2026-03-31
Filed2026-05-15
FND
17374.60%FLOOR & DECOR HOLDINGS INC
Shares721.7K
Event2026-03-31
Filed2026-05-15
MDYG
14.24%SPDR SER TR
Shares385.5K
Event2026-03-31
Filed2026-05-15
EQWL
35.70%INVESCO EXCHANGE-TRADED FD TR
Shares321.5K
Event2026-03-31
Filed2026-05-15
JPEF
0.87%J P MORGAN EXCHANGE-TRADED FD
Shares517.2K
Event2026-03-31
Filed2026-05-15
IJT
16.99%ISHARES S&P SMALLCAP 600
Shares253.4K
Event2026-03-31
Filed2026-05-15
SRE
2741.95%SEMPRA
Shares373.3K
Event2026-03-31
Filed2026-05-15
UNF
41515.12%UNIFIRST CORP
Shares143.2K
Event2026-03-31
Filed2026-05-15
BROOKFIELD ASSET MGMT LTD
12050.40%BROOKFIELD ASSET MGMT LTD
Shares823.1K
Event2026-03-31
Filed2026-05-15
SU
378.26%SUNCOR CDA INC NEW
Shares532.9K
Event2026-03-31
Filed2026-05-15
SHW
394.77%SHERWIN WILLIAMS CO
Shares112.5K
Event2026-03-31
Filed2026-05-15
FBND
56.96%FIDELITY MERRIMACK STREET
Shares778.8K
Event2026-03-31
Filed2026-05-15
XLV
15.69%SELECT SECTOR SPDR FUND
Shares244.4K
Event2026-03-31
Filed2026-05-15
CRH PLC ORD
3835.48%CRH PLC ORD
Shares343.9K
Event2026-03-31
Filed2026-05-15
IT
23432.20%GARTNER INC NEW CL A
Shares220.7K
Event2026-03-31
Filed2026-05-15
TMSL
68.18%T ROWE PRICE EXCHANGE-TRADED
Shares955.9K
Event2026-03-31
Filed2026-05-15
CFR
1577.70%CULLEN FROST BANKERS INC
Shares254.8K
Event2026-03-31
Filed2026-05-15
CME
810.78%CME GROUP INC
Shares115.2K
Event2026-03-31
Filed2026-05-15
FIRST CITIZENS BANCSHARES INC
3604.23%FIRST CITIZENS BANCSHARES INC
Shares18.4K
Event2026-03-31
Filed2026-05-15
HAS
1931.23%HASBRO INC
Shares380.5K
Event2026-03-31
Filed2026-05-15
EME
1285.30%EMCOR GROUP INC
Shares45.9K
Event2026-03-31
Filed2026-05-15
JHMD
57.23%JOHN HANCOCK MULTIFACTOR DEV
Shares817.5K
Event2026-03-31
Filed2026-05-15
VGIT
31.63%VANGUARD INTERMEDIATE-TERM
Shares566.4K
Event2026-03-31
Filed2026-05-15
WBS
45297.31%WEBSTER FINANCIAL CORP
Shares488.9K
Event2026-03-31
Filed2026-05-15
RECS
45.22%COLUMBIA ETF TR I
Shares874.0K
Event2026-03-31
Filed2026-05-15
MFC
14.85%MANULIFE FINANCIAL CORP
Shares985.1K
Event2026-03-31
Filed2026-05-15
HPE
1884.86%HEWLETT PACKARD ENTERPRISE CO
Shares1.4M
Event2026-03-31
Filed2026-05-15
CANADIAN PAC KANS CITY LTD
747.69%CANADIAN PAC KANS CITY LTD
Shares421.0K
Event2026-03-31
Filed2026-05-15
SGI
21369.03%SOMNIGROUP INTERNATIONAL INC
Shares463.1K
Event2026-03-31
Filed2026-05-15
GRID
52.66%FIRST TR NASDAQ CLEAN EDGE
Shares203.9K
Event2026-03-31
Filed2026-05-15
CGCB
52.03%CAPITAL GROUP FXD INCOME
Shares1.2M
Event2026-03-31
Filed2026-05-15
R
11332.68%RYDER SYSTEMS INC
Shares163.7K
Event2026-03-31
Filed2026-05-15
HXL
39286.29%HEXCEL CORP NEW
Shares402.1K
Event2026-03-31
Filed2026-05-15
TSCO
15.16%TRACTOR SUPPLY CO
Shares710.6K
Event2026-03-31
Filed2026-05-15
JAMES HARDIE INDUSTRIES PLC
18180.58%JAMES HARDIE INDUSTRIES PLC
Shares1.8M
Event2026-03-31
Filed2026-05-15
LMBS
68.24%FIRST TRUST ETF IV
Shares643.5K
Event2026-03-31
Filed2026-05-15
TECH
9963.91%BIO-TECHNE CORP
Shares624.1K
Event2026-03-31
Filed2026-05-15
BKR
669.08%BAKER HUGHES CO
Shares502.8K
Event2026-03-31
Filed2026-05-15
JIVE
346.25%J P MORGAN EXCHANGE-TRADED FD
Shares381.6K
Event2026-03-31
Filed2026-05-15
SEAGATE TECHNOLOGY
516.39%SEAGATE TECHNOLOGY
Shares81.4K
Event2026-03-31
Filed2026-05-15
WTRG
67.36%ESSENTIAL UTILS INC
Shares766.6K
Event2026-03-31
Filed2026-05-15
SPOT
889.97%SPOTIFY TECHNOLOGY S A
Shares65.4K
Event2026-03-31
Filed2026-05-15
TLT
31.50%ISHARES BARCLAYS 20 YEAR
Shares360.9K
Event2026-03-31
Filed2026-05-15
STERIS PLC
6997.22%STERIS PLC
Shares140.5K
Event2026-03-31
Filed2026-05-15
PWR
120.87%QUANTA SERVICES INC
Shares56.0K
Event2026-03-31
Filed2026-05-15
DGRW
8.07%WISDOM TREE US QUALITY
Shares358.8K
Event2026-03-31
Filed2026-05-15
RBC
4764.75%RBC BEARINGS INC
Shares57.5K
Event2026-03-31
Filed2026-05-15
KNSL
6309.25%KINSALE CAPITAL GROUP INC
Shares93.5K
Event2026-03-31
Filed2026-05-15
NTR
6.17%NUTRIEN LIMITED
Shares403.5K
Event2026-03-31
Filed2026-05-15
CHDN
12189.50%CHURCHILL DOWNS INC
Shares360.5K
Event2026-03-31
Filed2026-05-15
ALLY
4230.41%ALLY FINANCIAL INC
Shares800.7K
Event2026-03-31
Filed2026-05-15
EQR
97.09%EQUITY RESIDENTIAL
Shares514.9K
Event2026-03-31
Filed2026-05-15
WEC ENERGY GROUP INC
929.49%WEC ENERGY GROUP INC
Shares264.3K
Event2026-03-31
Filed2026-05-15
JMEE
13.11%J P MORGAN EXCHANGE-TRADED FD
Shares459.4K
Event2026-03-31
Filed2026-05-15
DELL
388.10%DELL TECHNOLOGIES INC
Shares174.1K
Event2026-03-31
Filed2026-05-15
PYLD
70.81%PIMCO ETF TR
Shares1.1M
Event2026-03-31
Filed2026-05-15
PNC
165.23%PNC FINANCIAL SERVICES GROUP
Shares146.4K
Event2026-03-31
Filed2026-05-15
ABG
48793.16%ASBURY AUTOMOTIVE GROUP INC
Shares150.1K
Event2026-03-31
Filed2026-05-15
MCHP
1663.11%MICROCHIP TECHNOLOGY INC
Shares472.9K
Event2026-03-31
Filed2026-05-15
KDP
3092.86%KEURIG DR PEPPER INC
Shares1.1M
Event2026-03-31
Filed2026-05-15
MNST
1714.34%MONSTER BEVERAGE CORPORATION
Shares407.7K
Event2026-03-31
Filed2026-05-15
BALL
11711.69%BALL CORP
Shares494.0K
Event2026-03-31
Filed2026-05-15
XSMO
32.19%INVESCO EXCHANGE-TRADED FD TR
Shares389.0K
Event2026-03-31
Filed2026-05-15
CRUS
28583.92%CIRRUS LOGIC INC
Shares203.4K
Event2026-03-31
Filed2026-05-15
RCL
253.63%ROYAL CARIBBEAN CRUISES LTD
Shares110.8K
Event2026-03-31
Filed2026-05-15
GATX
61389.32%GATX CORP
Shares172.8K
Event2026-03-31
Filed2026-05-15
ESGV
16.04%VANGUARD WORLD FD
Shares265.8K
Event2026-03-31
Filed2026-05-15
ARW
17219.01%ARROW ELECTRONICS INC
Shares206.8K
Event2026-03-31
Filed2026-05-15
DPZ
3426.52%DOMINOS PIZZA INC
Shares82.2K
Event2026-03-31
Filed2026-05-15
PBR
5504.59%PETROLEO BRASILEIRO SA
Shares1.4M
Event2026-03-31
Filed2026-05-15
MDU
582.86%MDU RESOURCES GROUP INC
Shares1.4M
Event2026-03-31
Filed2026-05-15
VONE
20.73%VANGUARD RUSSELL 1000 ETF
Shares98.7K
Event2026-03-31
Filed2026-05-15
GM
383.35%GENERAL MOTORS COMPANY
Shares389.2K
Event2026-03-31
Filed2026-05-15
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available