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The Analysis of MATHER GROUP, LLC.'s Holdings & P&L

Currently, MATHER GROUP, LLC. holds 1887 types of securities in its portfolio with a total value $10.0B. In the most recent quarter, they have increased their positions in SCHG (+1.7M shares, valued at $50.1M), XOM (+103.8K shares, valued at $17.6M), SPTI (+578.1K shares, valued at $16.6M); decreased their positions in PEP (-110.3K shares, valued at $17.1M), N/A (-41.9K shares, valued at $14.4M), VPL (-66.4K shares, valued at $6.5M); initiated new positions in N/A (+307.8K shares, valued at $8.2M), NTSE (+199.3K shares, valued at $7.9M), N/A (+185.4K shares, valued at $7.4M).

1M P&L

+240.7M+2.30%

3M P&L

-975.9M-8.37%

HY P&L

-349.8M-3.17%

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/A8.9B

91.2%

2Semiconductors55.9M

0.6%

3Consumer Electronics51.9M

0.5%

Top Industries by Stock Count

1N/A617 stocks

35.3%

2Banks - Regional48 stocks

2.7%

3Software - Application44 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR43.5M shares4.11%2026-03-312026-04-13

SCHV SCHWAB STRATEGIC TR35.3M shares0.61%2026-03-312026-04-13

VGK VANGUARD INTL EQUITY INDEX F8.8M shares0.64%2026-03-312026-04-13

VPL VANGUARD INTL EQUITY INDEX F5.9M shares-1.11%2026-03-312026-04-13

DFAE DIMENSIONAL ETF TRUST12.1M shares-0.65%2026-03-312026-04-13

VMBS VANGUARD SCOTTSDALE FDS7.3M shares4.15%2026-03-312026-04-13

SPTI SPDR SERIES TRUST11.9M shares5.11%2026-03-312026-04-13

BIV VANGUARD BD INDEX FDS3.7M shares4.98%2026-03-312026-04-13

Sponsored

DFSV DIMENSIONAL ETF TRUST6.6M shares-0.73%2026-03-312026-04-13

VTV VANGUARD INDEX FDS1.2M shares-0.89%2026-03-312026-04-13

DISV DIMENSIONAL ETF TRUST5.7M shares-2.18%2026-03-312026-04-13

VCSH VANGUARD SCOTTSDALE FDS2.8M shares5.31%2026-03-312026-04-13

SPTL SPDR SERIES TRUST8.2M shares5.73%2026-03-312026-04-13

VUG VANGUARD INDEX FDS489.4K shares0.32%2026-03-312026-04-13

FBND FIDELITY MERRIMACK STR TR4.3M shares4.39%2026-03-312026-04-13

VBK VANGUARD INDEX FDS603.9K shares0.09%2026-03-312026-04-13

Sponsored

VBR VANGUARD INDEX FDS629.5K shares-0.86%2026-03-312026-04-13

IAGG ISHARES TR2.6M shares6.36%2026-03-312026-04-13

VTI VANGUARD INDEX FDS312.7K shares-1.00%2026-03-312026-04-13

VWO VANGUARD INTL EQUITY INDEX F1.8M shares-1.04%2026-03-312026-04-13

VCIT VANGUARD SCOTTSDALE FDS999.9K shares5.01%2026-03-312026-04-13

IEUR ISHARES TR992.6K shares-1.44%2026-03-312026-04-13

SCHE SCHWAB STRATEGIC TR2.1M shares-0.69%2026-03-312026-04-13

VWOB VANGUARD WHITEHALL FDS977.8K shares4.49%2026-03-312026-04-13

Sponsored

AGG ISHARES TR620.6K shares5.77%2026-03-312026-04-13

VEU VANGUARD INTL EQUITY INDEX F722.6K shares-2.75%2026-03-312026-04-13

AAPL APPLE INC203.8K shares6.43%2026-03-312026-04-13

SCHC SCHWAB STRATEGIC TR1.1M shares-0.40%2026-03-312026-04-13

IPAC ISHARES TR658.5K shares0.39%2026-03-312026-04-13

IVV ISHARES TR77.1K shares7.57%2026-03-312026-04-13

DFIS DIMENSIONAL ETF TRUST1.5M shares-4.99%2026-03-312026-04-13

VTEB VANGUARD MUN BD FDS992.6K shares5.26%2026-03-312026-04-13

Sponsored

PG PROCTER & GAMBLE CO319.9K shares14.23%2026-03-312026-04-13

DFAI DIMENSIONAL ETF TRUST1.2M shares7.24%2026-03-312026-04-13

DFLV DIMENSIONAL ETF TRUST1.2M shares5.50%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS68.4K shares2.76%2026-03-312026-04-13

NVDA NVIDIA CORPORATION228.8K shares9.68%2026-03-312026-04-13

MSFT MICROSOFT CORP90.0K shares-1.93%2026-03-312026-04-13

XOM EXXON MOBIL CORP195.0K shares113.87%2026-03-312026-04-13

ESGV VANGUARD WORLD FD290.4K shares2.05%2026-03-312026-04-13

Sponsored

VGIT VANGUARD SCOTTSDALE FDS520.4K shares6.88%2026-03-312026-04-13

IOO ISHARES TR252.8K shares0.52%2026-03-312026-04-13

VXF VANGUARD INDEX FDS144.1K shares-0.09%2026-03-312026-04-13

VT VANGUARD INTL EQUITY INDEX F207.2K shares0.43%2026-03-312026-04-13

DFAC DIMENSIONAL ETF TRUST718.1K shares-1.15%2026-03-312026-04-13

IEF ISHARES TR265.9K shares-3.11%2026-03-312026-04-13

JMUB J P MORGAN EXCHANGE TRADED F475.3K shares4.53%2026-03-312026-04-13

DFUV DIMENSIONAL ETF TRUST478.0K shares-1.05%2026-03-312026-04-13

Sponsored

SUB ISHARES TR197.7K shares1.95%2026-03-312026-04-13

ESGD ISHARES TR216.9K shares1.44%2026-03-312026-04-13

ITM VANECK ETF TRUST440.8K shares-3.45%2026-03-312026-04-13

VSS VANGUARD INTL EQUITY INDEX F136.3K shares0.50%2026-03-312026-04-13

ALPHABET INC ALPHABET INC69.0K shares14.22%2026-03-312026-04-13

IWF ISHARES TR45.4K shares-2.21%2026-03-312026-04-13

BROADCOM INC BROADCOM INC61.6K shares3.30%2026-03-312026-04-13

AMZN AMAZON COM INC88.9K shares23.00%2026-03-312026-04-13

Sponsored

MCD MCDONALDS CORP54.5K shares-1.28%2026-03-312026-04-13

ABT ABBOTT LABORATORIES162.3K shares344.98%2026-03-312026-04-13

TGT TARGET CORP136.8K shares-11.85%2026-03-312026-04-13

EFA ISHARES TR169.5K shares2.81%2026-03-312026-04-13

ALPHABET INC ALPHABET INC56.7K shares1.13%2026-03-312026-04-13

LOW LOWES COS INC67.7K shares543.06%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL33.4K shares0.04%2026-03-312026-04-13

APD AIR PRODUCTS AND CHEMICALS I55.0K shares-4.27%2026-03-312026-04-13

Sponsored

INVESCO QQQ TR INVESCO QQQ TR27.4K shares12.13%2026-03-312026-04-13

AFL AFLAC INC143.0K shares-0.27%2026-03-312026-04-13

CINF CINCINNATI FINL CORP98.2K shares-0.60%2026-03-312026-04-13

FAST FASTENAL CO331.7K shares4862.06%2026-03-312026-04-13

ATO ATMOS ENERGY CORP82.3K shares-1.98%2026-03-312026-04-13

BND VANGUARD BD INDEX FDS206.2K shares-1.35%2026-03-312026-04-13

PPG PPG INDS INC134.0K shares-5.88%2026-03-312026-04-13

ITW ILLINOIS TOOL WKS INC54.9K shares-16.09%2026-03-312026-04-13

Sponsored

ADP AUTOMATIC DATA PROCESSING IN70.1K shares330.79%2026-03-312026-04-13

META META PLATFORMS INC23.6K shares-5.68%2026-03-312026-04-13

BDX BECTON DICKINSON & CO83.8K shares1690.34%2026-03-312026-04-13

CAT CATERPILLAR INC18.2K shares-2.40%2026-03-312026-04-13

V VISA INC39.6K shares3.13%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T18.4K shares2.87%2026-03-312026-04-13

IEMG ISHARES INC168.1K shares-5.70%2026-03-312026-04-13

EAGG ISHARES TR231.9K shares3.45%2026-03-312026-04-13

Sponsored

NEM NEWMONT CORP100.8K shares26.46%2026-03-312026-04-13

IEFA ISHARES TR115.5K shares0.86%2026-03-312026-04-13

MUB ISHARES TR95.7K shares-1.03%2026-03-312026-04-13

BRK.A BERKSHIRE HATHAWAY INC DEL14 shares0.00%2026-03-312026-04-13

TSLA TESLA INC27.0K shares5.69%2026-03-312026-04-13

IWD ISHARES TR46.2K shares-3.03%2026-03-312026-04-13

LLY ELI LILLY & CO10.7K shares5.90%2026-03-312026-04-13

SLYG SPDR SERIES TRUST99.3K shares-0.90%2026-03-312026-04-13

Sponsored

COST COSTCO WHOLESALE CORPORATION9.3K shares13.47%2026-03-312026-04-13

DFAT DIMENSIONAL ETF TRUST141.8K shares-5.65%2026-03-312026-04-13

JPIE J P MORGAN EXCHANGE TRADED F183.8K shares2.13%2026-03-312026-04-13

BOXX EA SERIES TRUST71.1K shares2871.43%2026-03-312026-04-13

SIMPLIFY EXCHANGE TRADED FUN SIMPLIFY EXCHANGE TRADED FUN307.8K sharesnew addition2026-03-312026-04-13

SPEU SPDR INDEX SHS FDS157.0K shares-7.72%2026-03-312026-04-13

NTSE WISDOMTREE TR199.3K sharesnew addition2026-03-312026-04-13

SLYV SPDR SERIES TRUST82.6K shares-1.11%2026-03-312026-04-13

Sponsored

VGLT VANGUARD SCOTTSDALE FDS138.2K shares-1.27%2026-03-312026-04-13

UCON FIRST TR EXCHNG TRADED FD VI307.0K shares1.30%2026-03-312026-04-13

ABBV ABBVIE INC34.6K shares-1.01%2026-03-312026-04-13

WISDOMTREE TR WISDOMTREE TR185.4K sharesnew addition2026-03-312026-04-13

LAM RESEARCH CORP LAM RESEARCH CORP34.2K shares-8.32%2026-03-312026-04-13

VENTURE GLOBAL INC VENTURE GLOBAL INC460.0K shares0.00%2026-03-312026-04-13

DFIV DIMENSIONAL ETF TRUST136.1K shares-0.00%2026-03-312026-04-13

ESGE ISHARES INC157.1K shares-0.56%2026-03-312026-04-13

Sponsored

USMV ISHARES TR74.9K shares-0.46%2026-03-312026-04-13

IWB ISHARES TR19.3K shares-0.86%2026-03-312026-04-13

JCPB J P MORGAN EXCHANGE TRADED F144.1K shares1.19%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON27.7K shares-22.83%2026-03-312026-04-13

SCHA SCHWAB STRATEGIC TR232.5K shares0.72%2026-03-312026-04-13

WMT WALMART INC53.4K shares-1.86%2026-03-312026-04-13

PWS PACER FDS TR203.2K sharesnew addition2026-03-312026-04-13

JPM JPMORGAN CHASE & CO21.8K shares-1.93%2026-03-312026-04-13

Sponsored

HFND TIDAL TRUST I273.7K sharesnew addition2026-03-312026-04-13

IVW ISHARES TR55.0K shares37.73%2026-03-312026-04-13

DFAX DIMENSIONAL ETF TRUST179.6K shares-0.81%2026-03-312026-04-13

TIDAL TRUST II TIDAL TRUST II328.1K sharesnew addition2026-03-312026-04-13

MA MASTERCARD INCORPORATED12.0K shares2.22%2026-03-312026-04-13

DFCF DIMENSIONAL ETF TRUST142.1K shares20.13%2026-03-312026-04-13

IVE ISHARES TR28.0K shares38.37%2026-03-312026-04-13

AMAT APPLIED MATLS INC17.1K shares-9.16%2026-03-312026-04-13

Sponsored

CSCO CISCO SYS INC74.4K shares43.45%2026-03-312026-04-13

KO COCA COLA CO75.0K shares65.91%2026-03-312026-04-13

VO VANGUARD INDEX FDS19.7K shares10.83%2026-03-312026-04-13

GEV GE VERNOVA INC6.5K shares100.56%2026-03-312026-04-13

TFI SPDR SERIES TRUST121.2K shares-3.94%2026-03-312026-04-13

IWS ISHARES TR37.5K shares-0.02%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC45.0K shares1.52%2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS83.9K shares-10.79%2026-03-312026-04-13

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WISDOMTREE TR WISDOMTREE TR142.4K sharesnew addition2026-03-312026-04-13

ESML ISHARES TR112.2K shares0.02%2026-03-312026-04-13

GE AEROSPACE GE AEROSPACE18.6K shares3.11%2026-03-312026-04-13

VV VANGUARD INDEX FDS16.8K shares-1.18%2026-03-312026-04-13

IJR ISHARES TR40.1K shares-1.10%2026-03-312026-04-13

IJH ISHARES TR73.2K shares-0.67%2026-03-312026-04-13

VGT VANGUARD WORLD FD7.0K shares-2.59%2026-03-312026-04-13

CVX CHEVRON CORPORATION23.5K shares11.34%2026-03-312026-04-13

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KLAC KLA CORP3.3K shares71.47%2026-03-312026-04-13

HD HOME DEPOT INC14.6K shares-5.05%2026-03-312026-04-13

SUSB ISHARES TR190.1K shares4.83%2026-03-312026-04-13

GILD GILEAD SCIENCES INC33.9K shares108.72%2026-03-312026-04-13

RSBA TIDAL TRUST II226.4K sharesnew addition2026-03-312026-04-13

ISHARES GOLD TR ISHARES GOLD TR51.3K shares-11.89%2026-03-312026-04-13

VOT VANGUARD INDEX FDS17.3K shares-10.23%2026-03-312026-04-13

VB VANGUARD INDEX FDS16.9K shares2.09%2026-03-312026-04-13

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VIG VANGUARD SPECIALIZED FUNDS20.4K shares5.61%2026-03-312026-04-13

VXUS VANGUARD STAR FDS57.0K shares4.70%2026-03-312026-04-13

EEMV ISHARES INC67.5K shares0.87%2026-03-312026-04-13

TIDAL TRUST I TIDAL TRUST I185.7K sharesnew addition2026-03-312026-04-13

EATON CORP PLC EATON CORP PLC12.0K shares133.69%2026-03-312026-04-13

CFO VICTORY PORTFOLIOS II57.6K shares-1.49%2026-03-312026-04-13

GOVT ISHARES TR186.0K shares-1.49%2026-03-312026-04-13

HFGM TIDAL TRUST I131.9K sharesnew addition2026-03-312026-04-13

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MGK VANGUARD WORLD FD11.4K shares-1.70%2026-03-312026-04-13

DMBS DOUBLELINE ETF TRUST84.2K shares1.06%2026-03-312026-04-13

SPYM SPDR SERIES TRUST54.3K shares1163.57%2026-03-312026-04-13

CORO BLACKROCK ETF TRUST128.7K sharesnew addition2026-03-312026-04-13

LQDW ISHARES TR168.7K sharesnew addition2026-03-312026-04-13

USFR WISDOMTREE TR79.5K shares749.23%2026-03-312026-04-13

TJX TJX COS INC NEW24.9K shares1.56%2026-03-312026-04-13

VGSH VANGUARD SCOTTSDALE FDS66.8K shares23.20%2026-03-312026-04-13

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NFLX NETFLIX INC.39.0K shares-30.14%2026-03-312026-04-13

ISTB ISHARES TR74.9K shares-2.17%2026-03-312026-04-13

QQQM INVESCO EXCH TRADED FD TR II15.1K sharesnew addition2026-03-312026-04-13

ILCV ISHARES TR37.9K shares0.00%2026-03-312026-04-13

PLTR PALANTIR TECHNOLOGIES INC23.9K shares36.16%2026-03-312026-04-13

FNDF SCHWAB STRATEGIC TR70.9K shares-0.65%2026-03-312026-04-13

IWR ISHARES TR35.4K shares0.71%2026-03-312026-04-13

DFAW DIMENSIONAL ETF TRUST45.4K shares-0.00%2026-03-312026-04-13

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PGR PROGRESSIVE CORP16.9K shares3.24%2026-03-312026-04-13

RTX RTX CORPORATION16.9K shares6.49%2026-03-312026-04-13

DYNF BLACKROCK ETF TRUST55.8K shares6.39%2026-03-312026-04-13

PM PHILIP MORRIS INTL INC19.5K shares10.39%2026-03-312026-04-13

TLTW ISHARES TR140.5K sharesnew addition2026-03-312026-04-13

DFAS DIMENSIONAL ETF TRUST44.5K shares1.45%2026-03-312026-04-13

CEG CONSTELLATION ENERGY CORP11.3K shares144.40%2026-03-312026-04-13

AMGN AMGEN INC8.8K shares11.25%2026-03-312026-04-13

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PTIN PACER FDS TR95.1K sharesnew addition2026-03-312026-04-13

NTSI WISDOMTREE TR70.1K sharesnew addition2026-03-312026-04-13

FNDA SCHWAB STRATEGIC TR93.5K shares0.00%2026-03-312026-04-13

RSBT TIDAL TRUST II159.8K sharesnew addition2026-03-312026-04-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND15.0K shares126.58%2026-03-312026-04-13

IXUS ISHARES TR34.4K shares0.00%2026-03-312026-04-13

ORCL ORACLE CORP20.2K shares3.43%2026-03-312026-04-13

MGV VANGUARD WORLD FD20.3K shares-1.86%2026-03-312026-04-13

Sponsored

MU MICRON TECHNOLOGY INC8.5K shares5.14%2026-03-312026-04-13

DLN WISDOMTREE TR32.1K shares0.00%2026-03-312026-04-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL7.3K shares0.16%2026-03-312026-04-13

ADPV SERIES PORTFOLIOS TR65.9K sharesnew addition2026-03-312026-04-13

ARISTA NETWORKS INC ARISTA NETWORKS INC22.0K shares24.52%2026-03-312026-04-13

SCHM SCHWAB STRATEGIC TR86.7K shares0.77%2026-03-312026-04-13

CDC VICTORY PORTFOLIOS II37.0K shares-0.53%2026-03-312026-04-13

QCOM QUALCOMM INC20.1K shares223.43%2026-03-312026-04-13

Sponsored

UPS UNITED PARCEL SVCS INC26.1K shares-26.66%2026-03-312026-04-13

VCEB VANGUARD WORLD FD40.8K shares3.41%2026-03-312026-04-13

ADBE ADOBE INC10.5K shares-1.69%2026-03-312026-04-13

AMD ADVANCED MICRO DEVICES INC12.6K shares-2.20%2026-03-312026-04-13

AIS TIDAL TRUST III60.9K sharesnew addition2026-03-312026-04-13

PH PARKER-HANNIFIN CORP2.9K shares-0.07%2026-03-312026-04-13

APH AMPHENOL CORP20.1K shares2.04%2026-03-312026-04-13

HWM HOWMET AEROSPACE INC11.0K shares52.96%2026-03-312026-04-13

Sponsored

TAXF AMERICAN CENTY ETF TR50.1K shares1.86%2026-03-312026-04-13

EFAV ISHARES TR27.0K shares-0.28%2026-03-312026-04-13

IJS ISHARES TR20.6K shares14.65%2026-03-312026-04-13

EA SERIES TRUST EA SERIES TRUST71.1K sharesnew addition2026-03-312026-04-13

AXP AMERICAN EXPRESS CO8.0K shares-2.69%2026-03-312026-04-13

T AT&T INC82.7K shares-14.03%2026-03-312026-04-13

QUAL ISHARES TR12.5K shares13.53%2026-03-312026-04-13

SCHB SCHWAB STRATEGIC TR94.1K shares-2.33%2026-03-312026-04-13

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USIG ISHARES TR45.9K shares9.66%2026-03-312026-04-13

COP CONOCOPHILLIPS17.8K shares0.23%2026-03-312026-04-13

PTBD PACER FDS TR122.9K sharesnew addition2026-03-312026-04-13

PTLC PACER FDS TR44.0K shares768.68%2026-03-312026-04-13

TRND PACER FDS TR69.5K sharesnew addition2026-03-312026-04-13

MMM 3M CO15.8K shares8.78%2026-03-312026-04-13

SPHQ INVESCO EXCHANGE TRADED FD T29.8K shares0.00%2026-03-312026-04-13

TSM TAIWAN SEMICONDUCTOR MANUFAC6.6K shares-0.57%2026-03-312026-04-13

Sponsored

WFC WELLS FARGO & CO27.9K shares2.68%2026-03-312026-04-13

CDNS CADENCE DESIGN SYSTEM INC7.9K shares1.12%2026-03-312026-04-13

KVUE KENVUE INC126.6K shares88.42%2026-03-312026-04-13

CB CHUBB LTD SWITZ6.7K shares-0.09%2026-03-312026-04-13

MS MORGAN STANLEY13.2K shares-2.30%2026-03-312026-04-13

BAC BANK AMERICA CORP43.6K shares6.31%2026-03-312026-04-13

APP APPLOVIN CORP5.3K shares774.88%2026-03-312026-04-13

HYMB SPDR SERIES TRUST84.6K shares-1.88%2026-03-312026-04-13

Sponsored

XLK SELECT SECTOR SPDR TR15.5K shares44.85%2026-03-312026-04-13

FLXR TCW ETF TRUST51.0K sharesnew addition2026-03-312026-04-13

VRTX VERTEX PHARMACEUTICALS INC4.4K shares0.29%2026-03-312026-04-13

YQQQ TIDAL TRUST II154.4K sharesnew addition2026-03-312026-04-13

VYM VANGUARD WHITEHALL FDS13.3K shares0.66%2026-03-312026-04-13

EEM ISHARES TR34.5K shares-0.89%2026-03-312026-04-13

DFNM DIMENSIONAL ETF TRUST40.8K shares4.61%2026-03-312026-04-13

VOOV VANGUARD ADMIRAL FDS INC9.5K shares-15.56%2026-03-312026-04-13

Sponsored

SYK STRYKER CORPORATION5.7K shares-6.35%2026-03-312026-04-13

NOW SERVICENOW INC17.9K shares8.70%2026-03-312026-04-13

MTUM ISHARES TR7.8K shares28.99%2026-03-312026-04-13

FALN ISHARES TR69.8K shares-3.46%2026-03-312026-04-13

SUSL ISHARES TR16.4K shares-4.00%2026-03-312026-04-13

MBB ISHARES TR19.5K shares29.58%2026-03-312026-04-13

FMAT FIDELITY COVINGTON TRUST31.8K shares-0.79%2026-03-312026-04-13

IQDF FLEXSHARES TR56.7K shares-9.57%2026-03-312026-04-13

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ETFS GOLD TR ETFS GOLD TR39.7K shares-2.13%2026-03-312026-04-13

HON HONEYWELL INTL INC7.8K shares-2.09%2026-03-312026-04-13

CMI CUMMINS INC3.2K shares-0.06%2026-03-312026-04-13

IJT ISHARES TR11.8K shares23.65%2026-03-312026-04-13

SDCI USCF ETF TR62.4K sharesnew addition2026-03-312026-04-13

FYLD CAMBRIA ETF TR45.5K sharesnew addition2026-03-312026-04-13

CMS CMS ENERGY CORP21.7K shares-15.00%2026-03-312026-04-13

WAB WABTEC6.7K shares0.75%2026-03-312026-04-13

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OEF ISHARES TR5.3K shares-55.24%2026-03-312026-04-13

MPC MARATHON PETE CORP6.9K shares1.28%2026-03-312026-04-13

EZM WISDOMTREE TR24.8K shares-0.59%2026-03-312026-04-13

QDF FLEXSHARES TR21.0K shares-0.81%2026-03-312026-04-13

IWM ISHARES TR6.6K shares6.15%2026-03-312026-04-13

SHEL SHELL PLC17.6K shares-0.95%2026-03-312026-04-13

TIDAL TRUST II TIDAL TRUST II72.9K sharesnew addition2026-03-312026-04-13

BLACKROCK INC BLACKROCK INC1.7K shares-3.60%2026-03-312026-04-13

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HTGC HERCULES CAPITAL INC109.1K sharesnew addition2026-03-312026-04-13

THRO BLACKROCK ETF TRUST44.4K shares31.90%2026-03-312026-04-13

IWO ISHARES TR5.1K shares-0.10%2026-03-312026-04-13

EYLD CAMBRIA ETF TR38.6K sharesnew addition2026-03-312026-04-13

RSSB TIDAL TRUST II58.6K sharesnew addition2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS6.5K shares13.75%2026-03-312026-04-13

ED CONSOLIDATED EDISON INC13.9K shares23.36%2026-03-312026-04-13

NVS NOVARTIS AG10.1K shares0.29%2026-03-312026-04-13

Sponsored

EFG ISHARES TR13.9K shares1.29%2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC30.3K shares3.14%2026-03-312026-04-13

VOE VANGUARD INDEX FDS8.2K shares-19.49%2026-03-312026-04-13

FDX FEDEX CORP4.1K shares-3.39%2026-03-312026-04-13

SPGI S&P GLOBAL INC3.4K shares-25.87%2026-03-312026-04-13

JCI JOHNSON CONTROLS INTERNATION11.2K shares0.96%2026-03-312026-04-13

FCX FREEPORT MCMORAN INC24.9K shares3.41%2026-03-312026-04-13

PEP PEPSICO INC9.3K shares-92.25%2026-03-312026-04-13

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RSST TIDAL TRUST II50.7K sharesnew addition2026-03-312026-04-13

SO SOUTHERN CO14.8K shares-2.84%2026-03-312026-04-13

IUSB ISHARES TR30.1K shares108.07%2026-03-312026-04-13

VTR VENTAS INC17.0K shares7.41%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.2K shares-7.53%2026-03-312026-04-13

TXN TEXAS INSTRS INC7.1K shares22.67%2026-03-312026-04-13

AGX ARGAN INC2.5K sharesnew addition2026-03-312026-04-13

SHLD GLOBAL X FDS19.2K shares87.48%2026-03-312026-04-13

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GS GOLDMAN SACHS GROUP INC1.6K shares2.83%2026-03-312026-04-13

DIS DISNEY WALT CO14.0K shares10.63%2026-03-312026-04-13

RDTE ROUNDHILL ETF TRUST49.5K sharesnew addition2026-03-312026-04-13

INTU INTUIT3.1K shares-44.31%2026-03-312026-04-13

DON WISDOMTREE TR25.2K shares-0.28%2026-03-312026-04-13

XDTE ROUNDHILL ETF TRUST35.9K sharesnew addition2026-03-312026-04-13

NOC NORTHROP GRUMMAN CORP1.9K shares-3.56%2026-03-312026-04-13

FELC FIDELITY COVINGTON TRUST35.8K shares0.00%2026-03-312026-04-13

Sponsored

ITOT ISHARES TR9.0K shares3.23%2026-03-312026-04-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW9.8K shares-0.66%2026-03-312026-04-13

PTNQ PACER FDS TR17.4K sharesnew addition2026-03-312026-04-13

QDTE ROUNDHILL ETF TRUST46.2K sharesnew addition2026-03-312026-04-13

MSI MOTOROLA SOLUTIONS INC2.9K shares0.38%2026-03-312026-04-13

GWX SPDR INDEX SHS FDS30.0K shares-1.40%2026-03-312026-04-13

TPR TAPESTRY INC8.9K shares28.97%2026-03-312026-04-13

SMH VANECK ETF TRUST3.3K sharesnew addition2026-03-312026-04-13

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MGC VANGUARD WORLD FD5.3K shares0.00%2026-03-312026-04-13

PTEU PACER FDS TR41.7K sharesnew addition2026-03-312026-04-13

URI UNITED RENTALS INC1.7K shares42.30%2026-03-312026-04-13

ISRG INTUITIVE SURGICAL INC2.7K shares0.72%2026-03-312026-04-13

ORR EA SERIES TRUST33.5K sharesnew addition2026-03-312026-04-13

DFUS DIMENSIONAL ETF TRUST16.8K shares9.93%2026-03-312026-04-13

EQIX EQUINIX INC1.2K shares1.34%2026-03-312026-04-13

FRDM EA SERIES TRUST21.5K shares0.00%2026-03-312026-04-13

Sponsored

SU SUNCOR ENERGY INC NEW17.5K shares-0.07%2026-03-312026-04-13

WAT WATERS CORP3.8K shares16.79%2026-03-312026-04-13

INTC INTEL CORP25.7K shares78.19%2026-03-312026-04-13

PANW PALO ALTO NETWORKS INC7.0K shares-12.51%2026-03-312026-04-13

QQWZ PACER FDS TR42.4K sharesnew addition2026-03-312026-04-13

AXON AXON ENTERPRISE INC2.6K shares-13.97%2026-03-312026-04-13

BLACKSTONE INC BLACKSTONE INC9.6K shares-11.93%2026-03-312026-04-13

EPD ENTERPRISE PRODS PARTNERS L29.1K shares4.30%2026-03-312026-04-13

Sponsored

NEE NEXTERA ENERGY INC11.9K shares9.86%2026-03-312026-04-13

BK BANK NEW YORK MELLON CORP9.3K shares0.40%2026-03-312026-04-13

TMUS T-MOBILE US INC5.2K shares11.14%2026-03-312026-04-13

FOXY SIMPLIFY EXCHANGE TRADED FUN37.4K sharesnew addition2026-03-312026-04-13

PNC PNC FINL SVCS GROUP INC5.2K shares3.63%2026-03-312026-04-13

MDLZ MONDELEZ INTL INC18.8K shares51.25%2026-03-312026-04-13

MPWR MONOLITHIC PWR SYS INC992 shares4.86%2026-03-312026-04-13

SNPS SYNOPSYS INC2.7K shares0.33%2026-03-312026-04-13

Sponsored

PWR QUANTA SVCS INC2.0K shares97.10%2026-03-312026-04-13

EFV ISHARES TR14.3K shares-36.15%2026-03-312026-04-13

GLOBAL X FDS GLOBAL X FDS38.9K sharesnew addition2026-03-312026-04-13

OUNZ VANECK MERK GOLD ETF23.5K shares-3.79%2026-03-312026-04-13

MO ALTRIA GROUP INC15.7K shares80.60%2026-03-312026-04-13

PWRD TCW ETF TRUST10.6K sharesnew addition2026-03-312026-04-13

TE CONNECTIVITY PLC TE CONNECTIVITY PLC4.9K shares0.45%2026-03-312026-04-13

SDY SPDR SERIES TRUST7.0K shares20.12%2026-03-312026-04-13

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PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO19.2K sharesnew addition2026-03-312026-04-13

BA BOEING CO5.1K shares9.50%2026-03-312026-04-13

BP BP PLC21.4K shares-0.11%2026-03-312026-04-13

BNDX VANGUARD CHARLOTTE FDS20.8K shares11.52%2026-03-312026-04-13

SAN BANCO SANTANDER SA88.4K shares0.00%2026-03-312026-04-13

DSI ISHARES TR8.2K shares7.52%2026-03-312026-04-13

SBUX STARBUCKS CORP11.1K shares-0.94%2026-03-312026-04-13

CTA SIMPLIFY EXCHANGE TRADED FUN32.8K sharesnew addition2026-03-312026-04-13

Sponsored

SPYG SPDR SERIES TRUST10.1K shares2.66%2026-03-312026-04-13

MFDX PIMCO EQUITY SER24.7K sharesnew addition2026-03-312026-04-13

DE DEERE & CO1.7K shares2.00%2026-03-312026-04-13

WBD WARNER BROS DISCOVERY INC35.2K shares-1.49%2026-03-312026-04-13

DBC INVESCO DB COMMDY INDX TRCK33.4K shares-3.91%2026-03-312026-04-13

ALL ALLSTATE CORP4.6K shares7.32%2026-03-312026-04-13

PFE PFIZER INC33.8K shares48.28%2026-03-312026-04-13

VFLO VICTORY PORTFOLIOS II23.7K sharesnew addition2026-03-312026-04-13

Sponsored

CL COLGATE PALMOLIVE CO11.0K shares-0.33%2026-03-312026-04-13

IDXX IDEXX LABS INC1.7K shares12.89%2026-03-312026-04-13

CITIGROUP INC CITIGROUP INC8.2K shares0.75%2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP1.5K shares-71.44%2026-03-312026-04-13

RELX RELX PLC27.7K shares-0.81%2026-03-312026-04-13

AON PLC AON PLC2.8K shares-4.10%2026-03-312026-04-13

GRMN GARMIN LTD3.9K shares3.22%2026-03-312026-04-13

UNP UNION PAC CORP3.7K shares-1.33%2026-03-312026-04-13

Sponsored

CAH CARDINAL HEALTH INC4.2K shares-8.77%2026-03-312026-04-13

CENCORA INC CENCORA INC2.8K shares0.21%2026-03-312026-04-13

TRV TRAVELERS COMPANIES INC3.0K shares18.72%2026-03-312026-04-13

XLG INVESCO EXCHANGE TRADED FD T16.1K shares0.00%2026-03-312026-04-13

CRS CARPENTER TECHNOLOGY CORP2.2K sharesnew addition2026-03-312026-04-13

PSX PHILLIPS 664.8K shares-9.92%2026-03-312026-04-13

ONEQ FIDELITY COMWLTH TR10.3K shares0.00%2026-03-312026-04-13

PLD PROLOGIS INC.6.6K shares15.78%2026-03-312026-04-13

Sponsored

VSGX VANGUARD WORLD FD12.0K shares-2.67%2026-03-312026-04-13

EOG EOG RES INC6.0K shares3.43%2026-03-312026-04-13

COF CAPITAL ONE FINL CORP4.7K shares-14.94%2026-03-312026-04-13

EMB ISHARES TR9.2K shares-22.54%2026-03-312026-04-13

MCK MCKESSON CORP990 shares5.88%2026-03-312026-04-13

DHI D R HORTON INC6.2K shares-1.13%2026-03-312026-04-13

CRM SALESFORCE INC4.6K shares-62.10%2026-03-312026-04-13

NSC NORFOLK SOUTHN CORP3.0K shares5.32%2026-03-312026-04-13

Sponsored

UNH UNITEDHEALTH GROUP INC3.1K shares-22.75%2026-03-312026-04-13

VNQ VANGUARD INDEX FDS9.4K shares-2.54%2026-03-312026-04-13

GLD SPDR GOLD TR1.9K shares-17.42%2026-03-312026-04-13

XEL XCEL ENERGY INC10.4K shares-1.14%2026-03-312026-04-13

SCHF SCHWAB STRATEGIC TR32.7K shares-3.03%2026-03-312026-04-13

TER TERADYNE INC2.7K shares0.93%2026-03-312026-04-13

LINDE PLC LINDE PLC1.6K shares1.25%2026-03-312026-04-13

TAP MOLSON COORS BEVERAGE CO18.6K sharesnew addition2026-03-312026-04-13

Sponsored

UBER UBER TECHNOLOGIES INC11.1K shares0.86%2026-03-312026-04-13

SCZ ISHARES TR10.2K shares5.81%2026-03-312026-04-13

SPXV PROSHARES TR11.2K shares21.16%2026-03-312026-04-13

PWB INVESCO EXCHANGE TRADED FD T6.2K shares-0.42%2026-03-312026-04-13

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC7.9K shares-3.76%2026-03-312026-04-13

EMXC ISHARES INC9.9K shares4.03%2026-03-312026-04-13

BKNG BOOKING HOLDINGS INC185 shares-8.87%2026-03-312026-04-13

O REALTY INCOME CORP12.5K shares59.33%2026-03-312026-04-13

Sponsored

USB US BANCORP14.7K shares0.40%2026-03-312026-04-13

KHC KRAFT HEINZ CO34.1K sharesnew addition2026-03-312026-04-13

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II10.9K shares0.00%2026-03-312026-04-13

CME CME GROUP INC2.6K shares1.46%2026-03-312026-04-13

WDC WESTERN DIGITAL CORP2.8K shares6.80%2026-03-312026-04-13

IXC ISHARES TR13.1K sharesnew addition2026-03-312026-04-13

WMB WILLIAMS COS INC10.4K shares-0.08%2026-03-312026-04-13

MNST MONSTER BEVERAGE CORP NEW10.4K shares-3.70%2026-03-312026-04-13

Sponsored

AIG AMERICAN INTL GROUP INC10.0K shares-11.41%2026-03-312026-04-13

RCL ROYAL CARIBBEAN GROUP2.7K shares-13.33%2026-03-312026-04-13

TFC TRUIST FINL CORP16.1K shares-2.94%2026-03-312026-04-13

DES WISDOMTREE TR20.5K shares-8.00%2026-03-312026-04-13

SHM SPDR SERIES TRUST15.4K shares1.40%2026-03-312026-04-13

ACWI ISHARES TR5.3K shares-10.02%2026-03-312026-04-13

OXY OCCIDENTAL PETE CORP11.3K shares0.63%2026-03-312026-04-13

BITWISE FUNDS TRUST BITWISE FUNDS TRUST25.9K sharesnew addition2026-03-312026-04-13

Sponsored

GCOW PACER FDS TR15.8K sharesnew addition2026-03-312026-04-13

SNDK SANDISK CORP1.1K sharesnew addition2026-03-312026-04-13

CTVA CORTEVA INC8.7K shares3.70%2026-03-312026-04-13

ARKQ ARK ETF TR6.4K shares0.00%2026-03-312026-04-13

GLDM WORLD GOLD TR7.8K shares0.00%2026-03-312026-04-13

JAAA JANUS DETROIT STR TR14.3K sharesnew addition2026-03-312026-04-13

AEP AMERICAN ELEC PWR CO INC5.4K shares3.64%2026-03-312026-04-13

PNW PINNACLE WEST CAP CORP7.1K shares9.00%2026-03-312026-04-13

Sponsored

BAX BAXTER INTL INC42.2K sharesnew addition2026-03-312026-04-13

SCHW SCHWAB CHARLES CORP7.5K shares-6.51%2026-03-312026-04-13

SPXE PROSHARES TR10.2K shares0.00%2026-03-312026-04-13

SLG SL GREEN RLTY CORP19.1K shares0.00%2026-03-312026-04-13

DLR DIGITAL RLTY TR INC3.9K shares5.86%2026-03-312026-04-13

HIGH SIMPLIFY EXCHANGE TRADED FUN32.8K sharesnew addition2026-03-312026-04-13

CTAS CINTAS CORP4.1K shares-5.82%2026-03-312026-04-13

CVS CVS HEALTH CORP9.7K shares73.60%2026-03-312026-04-13

Sponsored

SPYV SPDR SERIES TRUST12.3K shares7.63%2026-03-312026-04-13

BKR BAKER HUGHES COMPANY11.3K shares0.16%2026-03-312026-04-13

ADSK AUTODESK INC2.9K shares-1.57%2026-03-312026-04-13

VIS VANGUARD WORLD FD2.2K shares0.00%2026-03-312026-04-13

HCA HCA HEALTHCARE INC1.4K shares7.34%2026-03-312026-04-13

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC2.9K shares0.00%2026-03-312026-04-13

VLO VALERO ENERGY CORP2.7K shares3.54%2026-03-312026-04-13

DOV DOVER CORP3.2K shares0.44%2026-03-312026-04-13

Sponsored

IJK ISHARES TR6.7K shares4.77%2026-03-312026-04-13

SCHD SCHWAB STRATEGIC TR21.8K shares15.75%2026-03-312026-04-13

SUSA ISHARES TR5.0K shares0.02%2026-03-312026-04-13

CRWD CROWDSTRIKE HLDGS INC1.7K shares-6.07%2026-03-312026-04-13

VTWG VANGUARD SCOTTSDALE FDS2.9K shares8.74%2026-03-312026-04-13

SPG SIMON PPTY GROUP INC NEW3.5K shares4.50%2026-03-312026-04-13

ICLO INVESCO ACTIVELY MANAGED EXC25.6K sharesnew addition2026-03-312026-04-13

RL RALPH LAUREN CORP1.9K shares-0.78%2026-03-312026-04-13

Sponsored

SIVR ABRDN SILVER ETF TRUST9.0K shares-6.23%2026-03-312026-04-13

SMFG SUMITOMO MITSUI FIN GRP INC32.7K shares0.00%2026-03-312026-04-13

NKX NUVEEN CALIF AMT FREE MUNI I54.2K sharesnew addition2026-03-312026-04-13

GM GENERAL MTRS CO8.6K shares31.50%2026-03-312026-04-13

BKLN INVESCO EXCH TRADED FD TR II31.3K sharesnew addition2026-03-312026-04-13

FNDB SCHWAB STRATEGIC TR23.4K shares-4.87%2026-03-312026-04-13

AMP AMERIPRISE FINL INC1.4K shares-5.54%2026-03-312026-04-13

VHT VANGUARD WORLD FD2.3K shares-1.20%2026-03-312026-04-13

Sponsored

IEI ISHARES TR5.2K shares130.28%2026-03-312026-04-13

CNP CENTERPOINT ENERGY INC14.4K shares3.05%2026-03-312026-04-13

CEFS EXCHANGE LISTED FDS TR27.4K sharesnew addition2026-03-312026-04-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.8K shares-95.88%2026-03-312026-04-13

TRGP TARGA RES CORP2.5K shares-1.33%2026-03-312026-04-13

SCHX SCHWAB STRATEGIC TR23.9K shares101.26%2026-03-312026-04-13

EQNR EQUINOR ASA14.5K shares-1.58%2026-03-312026-04-13

EMR EMERSON ELEC CO4.6K shares1.18%2026-03-312026-04-13

Sponsored

SHW SHERWIN WILLIAMS CO1.9K shares-10.81%2026-03-312026-04-13

EWJ ISHARES INC7.2K shares0.99%2026-03-312026-04-13

MTB M & T BK CORP2.9K shares-1.49%2026-03-312026-04-13

XMAG TIDAL TRUST II26.9K shares-33.25%2026-03-312026-04-13

NKE NIKE INC11.2K shares-70.39%2026-03-312026-04-13

VOOG VANGUARD ADMIRAL FDS INC1.4K shares9.40%2026-03-312026-04-13

HYGH ISHARES U S ETF TR6.8K sharesnew addition2026-03-312026-04-13

CARR CARRIER GLOBAL CORPORATION10.2K shares-2.54%2026-03-312026-04-13

Sponsored

GUNR FLEXSHARES TR10.4K shares0.00%2026-03-312026-04-13

JBL JABIL INC2.1K shares0.14%2026-03-312026-04-13

XLE SELECT SECTOR SPDR TR9.2K shares32.16%2026-03-312026-04-13

DFAU DIMENSIONAL ETF TRUST12.4K shares0.00%2026-03-312026-04-13

SPEM SPDR INDEX SHS FDS11.9K shares16.32%2026-03-312026-04-13

ILCG ISHARES TR5.8K shares0.00%2026-03-312026-04-13

ICF ISHARES TR9.0K shares57.24%2026-03-312026-04-13

CF CF INDUSTRIES HOLD4.3K shares0.45%2026-03-312026-04-13

Sponsored

WELL WELLTOWER INC2.8K shares4.59%2026-03-312026-04-13

XLB SELECT SECTOR SPDR TR11.0K shares6.56%2026-03-312026-04-13

HYGW ISHARES TR18.6K sharesnew addition2026-03-312026-04-13

PIO INVESCO EXCH TRADED FD TR II12.4K sharesnew addition2026-03-312026-04-13

TAFI AB ACTIVE ETFS INC21.3K shares4.45%2026-03-312026-04-13

TIDAL TRUST II TIDAL TRUST II22.8K sharesnew addition2026-03-312026-04-13

PRU PRUDENTIAL FINL INC5.5K sharesnew addition2026-03-312026-04-13

BSX BOSTON SCIENTIFIC CORP8.4K shares-1.05%2026-03-312026-04-13

Sponsored

GDLC GRAYSCALE COINDESK CRYPTO16.8K sharesnew addition2026-03-312026-04-13

NTAP NETAPP INC5.1K shares9.19%2026-03-312026-04-13

FDS FACTSET RESH SYS INC2.4K sharesnew addition2026-03-312026-04-13

TMO THERMO FISHER SCIENTIFIC INC1.1K shares-8.60%2026-03-312026-04-13

ADI ANALOG DEVICES INC1.6K shares12.27%2026-03-312026-04-13

FITB FIFTH THIRD BANCORP11.1K shares95.05%2026-03-312026-04-13

ORLY OREILLY AUTOMOTIVE INC5.5K shares-8.73%2026-03-312026-04-13

DVY ISHARES TR3.3K shares0.00%2026-03-312026-04-13

Sponsored

VAW VANGUARD WORLD FD2.2K shares-4.28%2026-03-312026-04-13

TSCO TRACTOR SUPPLY CO11.1K shares-7.19%2026-03-312026-04-13

CLOZ SERIES PORTFOLIOS TR19.6K sharesnew addition2026-03-312026-04-13

WM WASTE MGMT INC DEL2.2K shares0.97%2026-03-312026-04-13

PFFV GLOBAL X FDS22.9K sharesnew addition2026-03-312026-04-13

NTRS NORTHERN TR CORP3.6K shares0.70%2026-03-312026-04-13

NXPI NXP SEMICONDUCTORS N V2.5K sharesnew addition2026-03-312026-04-13

KR KROGER CO6.8K shares47.64%2026-03-312026-04-13

Sponsored

EMHY ISHARES INC12.5K sharesnew addition2026-03-312026-04-13

NDAQ NASDAQ INC5.8K shares-1.14%2026-03-312026-04-13

AEE AMEREN CORP4.5K shares-11.55%2026-03-312026-04-13

ASML ASML HLDG NV369 shares-9.11%2026-03-312026-04-13

FNDX SCHWAB STRATEGIC TR17.5K shares0.00%2026-03-312026-04-13

MCO MOODYS CORP1.1K shares-1.24%2026-03-312026-04-13

KMI KINDER MORGAN INC DEL14.4K shares2.41%2026-03-312026-04-13

AZO AUTOZONE INC142 shares-2.07%2026-03-312026-04-13

Sponsored

AES AES CORP33.9K shares124.24%2026-03-312026-04-13

TT TRANE TECHNOLOGIES PLC1.1K shares5.06%2026-03-312026-04-13

MET METLIFE INC6.7K shares-6.39%2026-03-312026-04-13

KEYS KEYSIGHT TECHNOLOGIES INC1.7K shares3.64%2026-03-312026-04-13

SCHG

SCHWAB STRATEGIC TR

4.11%

Shares43.5M

Event2026-03-31

Filed2026-04-13

SCHV

SCHWAB STRATEGIC TR

0.61%

Shares35.3M

Event2026-03-31

Filed2026-04-13

VGK

VANGUARD INTL EQUITY INDEX F

0.64%

Shares8.8M

Event2026-03-31

Filed2026-04-13

VPL

VANGUARD INTL EQUITY INDEX F

-1.11%

Shares5.9M

Event2026-03-31

Filed2026-04-13

DFAE

DIMENSIONAL ETF TRUST

-0.65%

Shares12.1M

Event2026-03-31

Filed2026-04-13

VMBS

VANGUARD SCOTTSDALE FDS

4.15%

Shares7.3M

Event2026-03-31

Filed2026-04-13

SPTI

SPDR SERIES TRUST

5.11%

Shares11.9M

Event2026-03-31

Filed2026-04-13

BIV

VANGUARD BD INDEX FDS

4.98%

Shares3.7M

Event2026-03-31

Filed2026-04-13

DFSV

DIMENSIONAL ETF TRUST

-0.73%

Shares6.6M

Event2026-03-31

Filed2026-04-13

VTV

VANGUARD INDEX FDS

-0.89%

Shares1.2M

Event2026-03-31

Filed2026-04-13

DISV

DIMENSIONAL ETF TRUST

-2.18%

Shares5.7M

Event2026-03-31

Filed2026-04-13

VCSH

VANGUARD SCOTTSDALE FDS

5.31%

Shares2.8M

Event2026-03-31

Filed2026-04-13

SPTL

SPDR SERIES TRUST

5.73%

Shares8.2M

Event2026-03-31

Filed2026-04-13

VUG

VANGUARD INDEX FDS

0.32%

Shares489.4K

Event2026-03-31

Filed2026-04-13

FBND

FIDELITY MERRIMACK STR TR

4.39%

Shares4.3M

Event2026-03-31

Filed2026-04-13

VBK

VANGUARD INDEX FDS

0.09%

Shares603.9K

Event2026-03-31

Filed2026-04-13

VBR

VANGUARD INDEX FDS

-0.86%

Shares629.5K

Event2026-03-31

Filed2026-04-13

IAGG

ISHARES TR

6.36%

Shares2.6M

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

-1.00%

Shares312.7K

Event2026-03-31

Filed2026-04-13

VWO

VANGUARD INTL EQUITY INDEX F

-1.04%

Shares1.8M

Event2026-03-31

Filed2026-04-13

VCIT

VANGUARD SCOTTSDALE FDS

5.01%

Shares999.9K

Event2026-03-31

Filed2026-04-13

IEUR

ISHARES TR

-1.44%

Shares992.6K

Event2026-03-31

Filed2026-04-13

SCHE

SCHWAB STRATEGIC TR

-0.69%

Shares2.1M

Event2026-03-31

Filed2026-04-13

VWOB

VANGUARD WHITEHALL FDS

4.49%

Shares977.8K

Event2026-03-31

Filed2026-04-13

AGG

ISHARES TR

5.77%

Shares620.6K

Event2026-03-31

Filed2026-04-13

VEU

VANGUARD INTL EQUITY INDEX F

-2.75%

Shares722.6K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

6.43%

Shares203.8K

Event2026-03-31

Filed2026-04-13

SCHC

SCHWAB STRATEGIC TR

-0.40%

Shares1.1M

Event2026-03-31

Filed2026-04-13

IPAC

ISHARES TR

0.39%

Shares658.5K

Event2026-03-31

Filed2026-04-13

IVV

ISHARES TR

7.57%

Shares77.1K

Event2026-03-31

Filed2026-04-13

DFIS

DIMENSIONAL ETF TRUST

-4.99%

Shares1.5M

Event2026-03-31

Filed2026-04-13

VTEB

VANGUARD MUN BD FDS

5.26%

Shares992.6K

Event2026-03-31

Filed2026-04-13

PROCTER & GAMBLE CO

14.23%

Shares319.9K

Event2026-03-31

Filed2026-04-13

DFAI

DIMENSIONAL ETF TRUST

7.24%

Shares1.2M

Event2026-03-31

Filed2026-04-13

DFLV

DIMENSIONAL ETF TRUST

5.50%

Shares1.2M

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

2.76%

Shares68.4K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

9.68%

Shares228.8K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

-1.93%

Shares90.0K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

113.87%

Shares195.0K

Event2026-03-31

Filed2026-04-13

ESGV

VANGUARD WORLD FD

2.05%

Shares290.4K

Event2026-03-31

Filed2026-04-13

VGIT

VANGUARD SCOTTSDALE FDS

6.88%

Shares520.4K

Event2026-03-31

Filed2026-04-13

IOO

ISHARES TR

0.52%

Shares252.8K

Event2026-03-31

Filed2026-04-13

VXF

VANGUARD INDEX FDS

-0.09%

Shares144.1K

Event2026-03-31

Filed2026-04-13

VANGUARD INTL EQUITY INDEX F

0.43%

Shares207.2K

Event2026-03-31

Filed2026-04-13

DFAC

DIMENSIONAL ETF TRUST

-1.15%

Shares718.1K

Event2026-03-31

Filed2026-04-13

IEF

ISHARES TR

-3.11%

Shares265.9K

Event2026-03-31

Filed2026-04-13

JMUB

J P MORGAN EXCHANGE TRADED F

4.53%

Shares475.3K

Event2026-03-31

Filed2026-04-13

DFUV

DIMENSIONAL ETF TRUST

-1.05%

Shares478.0K

Event2026-03-31

Filed2026-04-13

SUB

ISHARES TR

1.95%

Shares197.7K

Event2026-03-31

Filed2026-04-13

ESGD

ISHARES TR

1.44%

Shares216.9K

Event2026-03-31

Filed2026-04-13

ITM

VANECK ETF TRUST

-3.45%

Shares440.8K

Event2026-03-31

Filed2026-04-13

VSS

VANGUARD INTL EQUITY INDEX F

0.50%

Shares136.3K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

14.22%

Shares69.0K

Event2026-03-31

Filed2026-04-13

IWF

ISHARES TR

-2.21%

Shares45.4K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

3.30%

Shares61.6K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

23.00%

Shares88.9K

Event2026-03-31

Filed2026-04-13

MCD

MCDONALDS CORP

-1.28%

Shares54.5K

Event2026-03-31

Filed2026-04-13

ABT

ABBOTT LABORATORIES

344.98%

Shares162.3K

Event2026-03-31

Filed2026-04-13

TGT

TARGET CORP

-11.85%

Shares136.8K

Event2026-03-31

Filed2026-04-13

EFA

ISHARES TR

2.81%

Shares169.5K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

1.13%

Shares56.7K

Event2026-03-31

Filed2026-04-13

LOW

LOWES COS INC

543.06%

Shares67.7K

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL

0.04%

Shares33.4K

Event2026-03-31

Filed2026-04-13

APD

AIR PRODUCTS AND CHEMICALS I

-4.27%

Shares55.0K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

12.13%

Shares27.4K

Event2026-03-31

Filed2026-04-13

AFL

AFLAC INC

-0.27%

Shares143.0K

Event2026-03-31

Filed2026-04-13

CINF

CINCINNATI FINL CORP

-0.60%

Shares98.2K

Event2026-03-31

Filed2026-04-13

FAST

FASTENAL CO

4862.06%

Shares331.7K

Event2026-03-31

Filed2026-04-13

ATO

ATMOS ENERGY CORP

-1.98%

Shares82.3K

Event2026-03-31

Filed2026-04-13

BND

VANGUARD BD INDEX FDS

-1.35%

Shares206.2K

Event2026-03-31

Filed2026-04-13

PPG

PPG INDS INC

-5.88%

Shares134.0K

Event2026-03-31

Filed2026-04-13

ITW

ILLINOIS TOOL WKS INC

-16.09%

Shares54.9K

Event2026-03-31

Filed2026-04-13

ADP

AUTOMATIC DATA PROCESSING IN

330.79%

Shares70.1K

Event2026-03-31

Filed2026-04-13

META

META PLATFORMS INC

-5.68%

Shares23.6K

Event2026-03-31

Filed2026-04-13

BDX

BECTON DICKINSON & CO

1690.34%

Shares83.8K

Event2026-03-31

Filed2026-04-13

CAT

CATERPILLAR INC

-2.40%

Shares18.2K

Event2026-03-31

Filed2026-04-13

VISA INC

3.13%

Shares39.6K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

2.87%

Shares18.4K

Event2026-03-31

Filed2026-04-13

IEMG

ISHARES INC

-5.70%

Shares168.1K

Event2026-03-31

Filed2026-04-13

EAGG

ISHARES TR

3.45%

Shares231.9K

Event2026-03-31

Filed2026-04-13

NEM

NEWMONT CORP

26.46%

Shares100.8K

Event2026-03-31

Filed2026-04-13

IEFA

ISHARES TR

0.86%

Shares115.5K

Event2026-03-31

Filed2026-04-13

MUB

ISHARES TR

-1.03%

Shares95.7K

Event2026-03-31

Filed2026-04-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares14

Event2026-03-31

Filed2026-04-13

TSLA

TESLA INC

5.69%

Shares27.0K

Event2026-03-31

Filed2026-04-13

IWD

ISHARES TR

-3.03%

Shares46.2K

Event2026-03-31

Filed2026-04-13

LLY

ELI LILLY & CO

5.90%

Shares10.7K

Event2026-03-31

Filed2026-04-13

SLYG

SPDR SERIES TRUST

-0.90%

Shares99.3K

Event2026-03-31

Filed2026-04-13

COST

COSTCO WHOLESALE CORPORATION

13.47%

Shares9.3K

Event2026-03-31

Filed2026-04-13

DFAT

DIMENSIONAL ETF TRUST

-5.65%

Shares141.8K

Event2026-03-31

Filed2026-04-13

JPIE

J P MORGAN EXCHANGE TRADED F

2.13%

Shares183.8K

Event2026-03-31

Filed2026-04-13

BOXX

EA SERIES TRUST

2871.43%

Shares71.1K

Event2026-03-31

Filed2026-04-13

SIMPLIFY EXCHANGE TRADED FUN

New

Shares307.8K

Event2026-03-31

Filed2026-04-13

SPEU

SPDR INDEX SHS FDS

-7.72%

Shares157.0K

Event2026-03-31

Filed2026-04-13

NTSE

WISDOMTREE TR

New

Shares199.3K

Event2026-03-31

Filed2026-04-13

SLYV

SPDR SERIES TRUST

-1.11%

Shares82.6K

Event2026-03-31

Filed2026-04-13

VGLT

VANGUARD SCOTTSDALE FDS

-1.27%

Shares138.2K

Event2026-03-31

Filed2026-04-13

UCON

FIRST TR EXCHNG TRADED FD VI

1.30%

Shares307.0K

Event2026-03-31

Filed2026-04-13

ABBV

ABBVIE INC

-1.01%

Shares34.6K

Event2026-03-31

Filed2026-04-13

WISDOMTREE TR

New

Shares185.4K

Event2026-03-31

Filed2026-04-13

LAM RESEARCH CORP

-8.32%

Shares34.2K

Event2026-03-31

Filed2026-04-13

VENTURE GLOBAL INC

0.00%

Shares460.0K

Event2026-03-31

Filed2026-04-13

DFIV

DIMENSIONAL ETF TRUST

-0.00%

Shares136.1K

Event2026-03-31

Filed2026-04-13

ESGE

ISHARES INC

-0.56%

Shares157.1K

Event2026-03-31

Filed2026-04-13

USMV

ISHARES TR

-0.46%

Shares74.9K

Event2026-03-31

Filed2026-04-13

IWB

ISHARES TR

-0.86%

Shares19.3K

Event2026-03-31

Filed2026-04-13

JCPB

J P MORGAN EXCHANGE TRADED F

1.19%

Shares144.1K

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON

-22.83%

Shares27.7K

Event2026-03-31

Filed2026-04-13

SCHA

SCHWAB STRATEGIC TR

0.72%

Shares232.5K

Event2026-03-31

Filed2026-04-13

WMT

WALMART INC

-1.86%

Shares53.4K

Event2026-03-31

Filed2026-04-13

PWS

PACER FDS TR

New

Shares203.2K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

-1.93%

Shares21.8K

Event2026-03-31

Filed2026-04-13

HFND

TIDAL TRUST I

New

Shares273.7K

Event2026-03-31

Filed2026-04-13

IVW

ISHARES TR

37.73%

Shares55.0K

Event2026-03-31

Filed2026-04-13

DFAX

DIMENSIONAL ETF TRUST

-0.81%

Shares179.6K

Event2026-03-31

Filed2026-04-13

TIDAL TRUST II

New

Shares328.1K

Event2026-03-31

Filed2026-04-13

MASTERCARD INCORPORATED

2.22%

Shares12.0K

Event2026-03-31

Filed2026-04-13

DFCF

DIMENSIONAL ETF TRUST

20.13%

Shares142.1K

Event2026-03-31

Filed2026-04-13

IVE

ISHARES TR

38.37%

Shares28.0K

Event2026-03-31

Filed2026-04-13

AMAT

APPLIED MATLS INC

-9.16%

Shares17.1K

Event2026-03-31

Filed2026-04-13

CSCO

CISCO SYS INC

43.45%

Shares74.4K

Event2026-03-31

Filed2026-04-13

COCA COLA CO

65.91%

Shares75.0K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

10.83%

Shares19.7K

Event2026-03-31

Filed2026-04-13

GEV

GE VERNOVA INC

100.56%

Shares6.5K

Event2026-03-31

Filed2026-04-13

TFI

SPDR SERIES TRUST

-3.94%

Shares121.2K

Event2026-03-31

Filed2026-04-13

IWS

ISHARES TR

-0.02%

Shares37.5K

Event2026-03-31

Filed2026-04-13

MERCK & CO INC

1.52%

Shares45.0K

Event2026-03-31

Filed2026-04-13

VEA

VANGUARD TAX-MANAGED FDS

-10.79%

Shares83.9K

Event2026-03-31

Filed2026-04-13

WISDOMTREE TR

New

Shares142.4K

Event2026-03-31

Filed2026-04-13

ESML

ISHARES TR

0.02%

Shares112.2K

Event2026-03-31

Filed2026-04-13

GE AEROSPACE

3.11%

Shares18.6K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

-1.18%

Shares16.8K

Event2026-03-31

Filed2026-04-13

IJR

ISHARES TR

-1.10%

Shares40.1K

Event2026-03-31

Filed2026-04-13

IJH

ISHARES TR

-0.67%

Shares73.2K

Event2026-03-31

Filed2026-04-13

VGT

VANGUARD WORLD FD

-2.59%

Shares7.0K

Event2026-03-31

Filed2026-04-13

CVX

CHEVRON CORPORATION

11.34%

Shares23.5K

Event2026-03-31

Filed2026-04-13

KLAC

KLA CORP

71.47%

Shares3.3K

Event2026-03-31

Filed2026-04-13

HOME DEPOT INC

-5.05%

Shares14.6K

Event2026-03-31

Filed2026-04-13

SUSB

ISHARES TR

4.83%

Shares190.1K

Event2026-03-31

Filed2026-04-13

GILD

GILEAD SCIENCES INC

108.72%

Shares33.9K

Event2026-03-31

Filed2026-04-13

RSBA

TIDAL TRUST II

New

Shares226.4K

Event2026-03-31

Filed2026-04-13

ISHARES GOLD TR

-11.89%

Shares51.3K

Event2026-03-31

Filed2026-04-13

VOT

VANGUARD INDEX FDS

-10.23%

Shares17.3K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

2.09%

Shares16.9K

Event2026-03-31

Filed2026-04-13

VIG

VANGUARD SPECIALIZED FUNDS

5.61%

Shares20.4K

Event2026-03-31

Filed2026-04-13

VXUS

VANGUARD STAR FDS

4.70%

Shares57.0K

Event2026-03-31

Filed2026-04-13

EEMV

ISHARES INC

0.87%

Shares67.5K

Event2026-03-31

Filed2026-04-13

TIDAL TRUST I

New

Shares185.7K

Event2026-03-31

Filed2026-04-13

EATON CORP PLC

133.69%

Shares12.0K

Event2026-03-31

Filed2026-04-13

CFO

VICTORY PORTFOLIOS II

-1.49%

Shares57.6K

Event2026-03-31

Filed2026-04-13

GOVT

ISHARES TR

-1.49%

Shares186.0K

Event2026-03-31

Filed2026-04-13

HFGM

TIDAL TRUST I

New

Shares131.9K

Event2026-03-31

Filed2026-04-13

MGK

VANGUARD WORLD FD

-1.70%

Shares11.4K

Event2026-03-31

Filed2026-04-13

DMBS

DOUBLELINE ETF TRUST

1.06%

Shares84.2K

Event2026-03-31

Filed2026-04-13

SPYM

SPDR SERIES TRUST

1163.57%

Shares54.3K

Event2026-03-31

Filed2026-04-13

CORO

BLACKROCK ETF TRUST

New

Shares128.7K

Event2026-03-31

Filed2026-04-13

LQDW

ISHARES TR

New

Shares168.7K

Event2026-03-31

Filed2026-04-13

USFR

WISDOMTREE TR

749.23%

Shares79.5K

Event2026-03-31

Filed2026-04-13

TJX

TJX COS INC NEW

1.56%

Shares24.9K

Event2026-03-31

Filed2026-04-13

VGSH

VANGUARD SCOTTSDALE FDS

23.20%

Shares66.8K

Event2026-03-31

Filed2026-04-13

NFLX

NETFLIX INC.

-30.14%

Shares39.0K

Event2026-03-31

Filed2026-04-13

ISTB

ISHARES TR

-2.17%

Shares74.9K

Event2026-03-31

Filed2026-04-13

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares15.1K

Event2026-03-31

Filed2026-04-13

ILCV

ISHARES TR

0.00%

Shares37.9K

Event2026-03-31

Filed2026-04-13

PLTR

PALANTIR TECHNOLOGIES INC

36.16%

Shares23.9K

Event2026-03-31

Filed2026-04-13

FNDF

SCHWAB STRATEGIC TR

-0.65%

Shares70.9K

Event2026-03-31

Filed2026-04-13

IWR

ISHARES TR

0.71%

Shares35.4K

Event2026-03-31

Filed2026-04-13

DFAW

DIMENSIONAL ETF TRUST

-0.00%

Shares45.4K

Event2026-03-31

Filed2026-04-13

PGR

PROGRESSIVE CORP

3.24%

Shares16.9K

Event2026-03-31

Filed2026-04-13

RTX

RTX CORPORATION

6.49%

Shares16.9K

Event2026-03-31

Filed2026-04-13

DYNF

BLACKROCK ETF TRUST

6.39%

Shares55.8K

Event2026-03-31

Filed2026-04-13

PHILIP MORRIS INTL INC

10.39%

Shares19.5K

Event2026-03-31

Filed2026-04-13

TLTW

ISHARES TR

New

Shares140.5K

Event2026-03-31

Filed2026-04-13

DFAS

DIMENSIONAL ETF TRUST

1.45%

Shares44.5K

Event2026-03-31

Filed2026-04-13

CEG

CONSTELLATION ENERGY CORP

144.40%

Shares11.3K

Event2026-03-31

Filed2026-04-13

AMGN

AMGEN INC

11.25%

Shares8.8K

Event2026-03-31

Filed2026-04-13

PTIN

PACER FDS TR

New

Shares95.1K

Event2026-03-31

Filed2026-04-13

NTSI

WISDOMTREE TR

New

Shares70.1K

Event2026-03-31

Filed2026-04-13

FNDA

SCHWAB STRATEGIC TR

0.00%

Shares93.5K

Event2026-03-31

Filed2026-04-13

RSBT

TIDAL TRUST II

New

Shares159.8K

Event2026-03-31

Filed2026-04-13

ACCENTURE PLC IRELAND

126.58%

Shares15.0K

Event2026-03-31

Filed2026-04-13

IXUS

ISHARES TR

0.00%

Shares34.4K

Event2026-03-31

Filed2026-04-13

ORCL

ORACLE CORP

3.43%

Shares20.2K

Event2026-03-31

Filed2026-04-13

MGV

VANGUARD WORLD FD

-1.86%

Shares20.3K

Event2026-03-31

Filed2026-04-13

MICRON TECHNOLOGY INC

5.14%

Shares8.5K

Event2026-03-31

Filed2026-04-13

DLN

WISDOMTREE TR

0.00%

Shares32.1K

Event2026-03-31

Filed2026-04-13

SEAGATE TECHNOLOGY HLDNGS PL

0.16%

Shares7.3K

Event2026-03-31

Filed2026-04-13

ADPV

SERIES PORTFOLIOS TR

New

Shares65.9K

Event2026-03-31

Filed2026-04-13

ARISTA NETWORKS INC

24.52%

Shares22.0K

Event2026-03-31

Filed2026-04-13

SCHM

SCHWAB STRATEGIC TR

0.77%

Shares86.7K

Event2026-03-31

Filed2026-04-13

CDC

VICTORY PORTFOLIOS II

-0.53%

Shares37.0K

Event2026-03-31

Filed2026-04-13

QCOM

QUALCOMM INC

223.43%

Shares20.1K

Event2026-03-31

Filed2026-04-13

UPS

UNITED PARCEL SVCS INC

-26.66%

Shares26.1K

Event2026-03-31

Filed2026-04-13

VCEB

VANGUARD WORLD FD

3.41%

Shares40.8K

Event2026-03-31

Filed2026-04-13

ADBE

ADOBE INC

-1.69%

Shares10.5K

Event2026-03-31

Filed2026-04-13

AMD

ADVANCED MICRO DEVICES INC

-2.20%

Shares12.6K

Event2026-03-31

Filed2026-04-13

AIS

TIDAL TRUST III

New

Shares60.9K

Event2026-03-31

Filed2026-04-13

PARKER-HANNIFIN CORP

-0.07%

Shares2.9K

Event2026-03-31

Filed2026-04-13

APH

AMPHENOL CORP

2.04%

Shares20.1K

Event2026-03-31

Filed2026-04-13

HWM

HOWMET AEROSPACE INC

52.96%

Shares11.0K

Event2026-03-31

Filed2026-04-13

TAXF

AMERICAN CENTY ETF TR

1.86%

Shares50.1K

Event2026-03-31

Filed2026-04-13

EFAV

ISHARES TR

-0.28%

Shares27.0K

Event2026-03-31

Filed2026-04-13

IJS

ISHARES TR

14.65%

Shares20.6K

Event2026-03-31

Filed2026-04-13

EA SERIES TRUST

New

Shares71.1K

Event2026-03-31

Filed2026-04-13

AXP

AMERICAN EXPRESS CO

-2.69%

Shares8.0K

Event2026-03-31

Filed2026-04-13

AT&T INC

-14.03%

Shares82.7K

Event2026-03-31

Filed2026-04-13

QUAL

ISHARES TR

13.53%

Shares12.5K

Event2026-03-31

Filed2026-04-13

SCHB

SCHWAB STRATEGIC TR

-2.33%

Shares94.1K

Event2026-03-31

Filed2026-04-13

USIG

ISHARES TR

9.66%

Shares45.9K

Event2026-03-31

Filed2026-04-13

COP

CONOCOPHILLIPS

0.23%

Shares17.8K

Event2026-03-31

Filed2026-04-13

PTBD

PACER FDS TR

New

Shares122.9K

Event2026-03-31

Filed2026-04-13

PTLC

PACER FDS TR

768.68%

Shares44.0K

Event2026-03-31

Filed2026-04-13

TRND

PACER FDS TR

New

Shares69.5K

Event2026-03-31

Filed2026-04-13

MMM

3M CO

8.78%

Shares15.8K

Event2026-03-31

Filed2026-04-13

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares29.8K

Event2026-03-31

Filed2026-04-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.57%

Shares6.6K

Event2026-03-31

Filed2026-04-13

WFC

WELLS FARGO & CO

2.68%

Shares27.9K

Event2026-03-31

Filed2026-04-13

CDNS

CADENCE DESIGN SYSTEM INC

1.12%

Shares7.9K

Event2026-03-31

Filed2026-04-13

KVUE

KENVUE INC

88.42%

Shares126.6K

Event2026-03-31

Filed2026-04-13

CHUBB LTD SWITZ

-0.09%

Shares6.7K

Event2026-03-31

Filed2026-04-13

MORGAN STANLEY

-2.30%

Shares13.2K

Event2026-03-31

Filed2026-04-13

BAC

BANK AMERICA CORP

6.31%

Shares43.6K

Event2026-03-31

Filed2026-04-13

APP

APPLOVIN CORP

774.88%

Shares5.3K

Event2026-03-31

Filed2026-04-13

HYMB

SPDR SERIES TRUST

-1.88%

Shares84.6K

Event2026-03-31

Filed2026-04-13

XLK

SELECT SECTOR SPDR TR

44.85%

Shares15.5K

Event2026-03-31

Filed2026-04-13

FLXR

TCW ETF TRUST

New

Shares51.0K

Event2026-03-31

Filed2026-04-13

VRTX

VERTEX PHARMACEUTICALS INC

0.29%

Shares4.4K

Event2026-03-31

Filed2026-04-13

YQQQ

TIDAL TRUST II

New

Shares154.4K

Event2026-03-31

Filed2026-04-13

VYM

VANGUARD WHITEHALL FDS

0.66%

Shares13.3K

Event2026-03-31

Filed2026-04-13

EEM

ISHARES TR

-0.89%

Shares34.5K

Event2026-03-31

Filed2026-04-13

DFNM

DIMENSIONAL ETF TRUST

4.61%

Shares40.8K

Event2026-03-31

Filed2026-04-13

VOOV

VANGUARD ADMIRAL FDS INC

-15.56%

Shares9.5K

Event2026-03-31

Filed2026-04-13

SYK

STRYKER CORPORATION

-6.35%

Shares5.7K

Event2026-03-31

Filed2026-04-13

NOW

SERVICENOW INC

8.70%

Shares17.9K

Event2026-03-31

Filed2026-04-13

MTUM

ISHARES TR

28.99%

Shares7.8K

Event2026-03-31

Filed2026-04-13

FALN

ISHARES TR

-3.46%

Shares69.8K

Event2026-03-31

Filed2026-04-13

SUSL

ISHARES TR

-4.00%

Shares16.4K

Event2026-03-31

Filed2026-04-13

MBB

ISHARES TR

29.58%

Shares19.5K

Event2026-03-31

Filed2026-04-13

FMAT

FIDELITY COVINGTON TRUST

-0.79%

Shares31.8K

Event2026-03-31

Filed2026-04-13

IQDF

FLEXSHARES TR

-9.57%

Shares56.7K

Event2026-03-31

Filed2026-04-13

ETFS GOLD TR

-2.13%

Shares39.7K

Event2026-03-31

Filed2026-04-13

HON

HONEYWELL INTL INC

-2.09%

Shares7.8K

Event2026-03-31

Filed2026-04-13

CMI

CUMMINS INC

-0.06%

Shares3.2K

Event2026-03-31

Filed2026-04-13

IJT

ISHARES TR

23.65%

Shares11.8K

Event2026-03-31

Filed2026-04-13

SDCI

USCF ETF TR

New

Shares62.4K

Event2026-03-31

Filed2026-04-13

FYLD

CAMBRIA ETF TR

New

Shares45.5K

Event2026-03-31

Filed2026-04-13

CMS

CMS ENERGY CORP

-15.00%

Shares21.7K

Event2026-03-31

Filed2026-04-13

WAB

WABTEC

0.75%

Shares6.7K

Event2026-03-31

Filed2026-04-13

OEF

ISHARES TR

-55.24%

Shares5.3K

Event2026-03-31

Filed2026-04-13

MPC

MARATHON PETE CORP

1.28%

Shares6.9K

Event2026-03-31

Filed2026-04-13

EZM

WISDOMTREE TR

-0.59%

Shares24.8K

Event2026-03-31

Filed2026-04-13

QDF

FLEXSHARES TR

-0.81%

Shares21.0K

Event2026-03-31

Filed2026-04-13

IWM

ISHARES TR

6.15%

Shares6.6K

Event2026-03-31

Filed2026-04-13

SHEL

SHELL PLC

-0.95%

Shares17.6K

Event2026-03-31

Filed2026-04-13

TIDAL TRUST II

New

Shares72.9K

Event2026-03-31

Filed2026-04-13

BLACKROCK INC

-3.60%

Shares1.7K

Event2026-03-31

Filed2026-04-13

HTGC

HERCULES CAPITAL INC

New

Shares109.1K

Event2026-03-31

Filed2026-04-13

THRO

BLACKROCK ETF TRUST

31.90%

Shares44.4K

Event2026-03-31

Filed2026-04-13

IWO

ISHARES TR

-0.10%

Shares5.1K

Event2026-03-31

Filed2026-04-13

EYLD

CAMBRIA ETF TR

New

Shares38.6K

Event2026-03-31

Filed2026-04-13

RSSB

TIDAL TRUST II

New

Shares58.6K

Event2026-03-31

Filed2026-04-13

IBM

INTERNATIONAL BUSINESS MACHS

13.75%

Shares6.5K

Event2026-03-31

Filed2026-04-13

CONSOLIDATED EDISON INC

23.36%

Shares13.9K

Event2026-03-31

Filed2026-04-13

NVS

NOVARTIS AG

0.29%

Shares10.1K

Event2026-03-31

Filed2026-04-13

EFG

ISHARES TR

1.29%

Shares13.9K

Event2026-03-31

Filed2026-04-13

VERIZON COMMUNICATIONS INC

3.14%

Shares30.3K

Event2026-03-31

Filed2026-04-13

VOE

VANGUARD INDEX FDS

-19.49%

Shares8.2K

Event2026-03-31

Filed2026-04-13

FDX

FEDEX CORP

-3.39%

Shares4.1K

Event2026-03-31

Filed2026-04-13

SPGI

S&P GLOBAL INC

-25.87%

Shares3.4K

Event2026-03-31

Filed2026-04-13

JCI

JOHNSON CONTROLS INTERNATION

0.96%

Shares11.2K

Event2026-03-31

Filed2026-04-13

FCX

FREEPORT MCMORAN INC

3.41%

Shares24.9K

Event2026-03-31

Filed2026-04-13

PEP

PEPSICO INC

-92.25%

Shares9.3K

Event2026-03-31

Filed2026-04-13

RSST

TIDAL TRUST II

New

Shares50.7K

Event2026-03-31

Filed2026-04-13

SOUTHERN CO

-2.84%

Shares14.8K

Event2026-03-31

Filed2026-04-13

IUSB

ISHARES TR

108.07%

Shares30.1K

Event2026-03-31

Filed2026-04-13

VTR

VENTAS INC

7.41%

Shares17.0K

Event2026-03-31

Filed2026-04-13

INVESCO EXCHANGE TRADED FD T

-7.53%

Shares7.2K

Event2026-03-31

Filed2026-04-13

TXN

TEXAS INSTRS INC

22.67%

Shares7.1K

Event2026-03-31

Filed2026-04-13

AGX

ARGAN INC

New

Shares2.5K

Event2026-03-31

Filed2026-04-13

SHLD

GLOBAL X FDS

87.48%

Shares19.2K

Event2026-03-31

Filed2026-04-13

GOLDMAN SACHS GROUP INC

2.83%

Shares1.6K

Event2026-03-31

Filed2026-04-13

DIS

DISNEY WALT CO

10.63%

Shares14.0K

Event2026-03-31

Filed2026-04-13

RDTE

ROUNDHILL ETF TRUST

New

Shares49.5K

Event2026-03-31

Filed2026-04-13

INTU

INTUIT

-44.31%

Shares3.1K

Event2026-03-31

Filed2026-04-13

DON

WISDOMTREE TR

-0.28%

Shares25.2K

Event2026-03-31

Filed2026-04-13

XDTE

ROUNDHILL ETF TRUST

New

Shares35.9K

Event2026-03-31

Filed2026-04-13

NOC

NORTHROP GRUMMAN CORP

-3.56%

Shares1.9K

Event2026-03-31

Filed2026-04-13

FELC

FIDELITY COVINGTON TRUST

0.00%

Shares35.8K

Event2026-03-31

Filed2026-04-13

ITOT

ISHARES TR

3.23%

Shares9.0K

Event2026-03-31

Filed2026-04-13

DUKE ENERGY CORP NEW

-0.66%

Shares9.8K

Event2026-03-31

Filed2026-04-13

PTNQ

PACER FDS TR

New

Shares17.4K

Event2026-03-31

Filed2026-04-13

QDTE

ROUNDHILL ETF TRUST

New

Shares46.2K

Event2026-03-31

Filed2026-04-13

MSI

MOTOROLA SOLUTIONS INC

0.38%

Shares2.9K

Event2026-03-31

Filed2026-04-13

GWX

SPDR INDEX SHS FDS

-1.40%

Shares30.0K

Event2026-03-31

Filed2026-04-13

TPR

TAPESTRY INC

28.97%

Shares8.9K

Event2026-03-31

Filed2026-04-13

SMH

VANECK ETF TRUST

New

Shares3.3K

Event2026-03-31

Filed2026-04-13

MGC

VANGUARD WORLD FD

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-13

PTEU

PACER FDS TR

New

Shares41.7K

Event2026-03-31

Filed2026-04-13

URI

UNITED RENTALS INC

42.30%

Shares1.7K

Event2026-03-31

Filed2026-04-13

ISRG

INTUITIVE SURGICAL INC

0.72%

Shares2.7K

Event2026-03-31

Filed2026-04-13

ORR

EA SERIES TRUST

New

Shares33.5K

Event2026-03-31

Filed2026-04-13

DFUS

DIMENSIONAL ETF TRUST

9.93%

Shares16.8K

Event2026-03-31

Filed2026-04-13

EQIX

EQUINIX INC

1.34%

Shares1.2K

Event2026-03-31

Filed2026-04-13

FRDM

EA SERIES TRUST

0.00%

Shares21.5K

Event2026-03-31

Filed2026-04-13

SUNCOR ENERGY INC NEW

-0.07%

Shares17.5K

Event2026-03-31

Filed2026-04-13

WAT

WATERS CORP

16.79%

Shares3.8K

Event2026-03-31

Filed2026-04-13

INTC

INTEL CORP

78.19%

Shares25.7K

Event2026-03-31

Filed2026-04-13

PANW

PALO ALTO NETWORKS INC

-12.51%

Shares7.0K

Event2026-03-31

Filed2026-04-13

QQWZ

PACER FDS TR

New

Shares42.4K

Event2026-03-31

Filed2026-04-13

AXON

AXON ENTERPRISE INC

-13.97%

Shares2.6K

Event2026-03-31

Filed2026-04-13

BLACKSTONE INC

-11.93%

Shares9.6K

Event2026-03-31

Filed2026-04-13

EPD

ENTERPRISE PRODS PARTNERS L

4.30%

Shares29.1K

Event2026-03-31

Filed2026-04-13

NEE

NEXTERA ENERGY INC

9.86%

Shares11.9K

Event2026-03-31

Filed2026-04-13

BANK NEW YORK MELLON CORP

0.40%

Shares9.3K

Event2026-03-31

Filed2026-04-13

TMUS

T-MOBILE US INC

11.14%

Shares5.2K

Event2026-03-31

Filed2026-04-13

FOXY

SIMPLIFY EXCHANGE TRADED FUN

New

Shares37.4K

Event2026-03-31

Filed2026-04-13

PNC

PNC FINL SVCS GROUP INC

3.63%

Shares5.2K

Event2026-03-31

Filed2026-04-13

MDLZ

MONDELEZ INTL INC

51.25%

Shares18.8K

Event2026-03-31

Filed2026-04-13

MPWR

MONOLITHIC PWR SYS INC

4.86%

Shares992

Event2026-03-31

Filed2026-04-13

SNPS

SYNOPSYS INC

0.33%

Shares2.7K

Event2026-03-31

Filed2026-04-13

PWR

QUANTA SVCS INC

97.10%

Shares2.0K

Event2026-03-31

Filed2026-04-13

EFV

ISHARES TR

-36.15%

Shares14.3K

Event2026-03-31

Filed2026-04-13

GLOBAL X FDS

New

Shares38.9K

Event2026-03-31

Filed2026-04-13

OUNZ

VANECK MERK GOLD ETF

-3.79%

Shares23.5K

Event2026-03-31

Filed2026-04-13

ALTRIA GROUP INC

80.60%

Shares15.7K

Event2026-03-31

Filed2026-04-13

PWRD

TCW ETF TRUST

New

Shares10.6K

Event2026-03-31

Filed2026-04-13

TE CONNECTIVITY PLC

0.45%

Shares4.9K

Event2026-03-31

Filed2026-04-13

SDY

SPDR SERIES TRUST

20.12%

Shares7.0K

Event2026-03-31

Filed2026-04-13

PROFESIONALLY MANAGED PORTFO

New

Shares19.2K

Event2026-03-31

Filed2026-04-13

BOEING CO

9.50%

Shares5.1K

Event2026-03-31

Filed2026-04-13

BP PLC

-0.11%

Shares21.4K

Event2026-03-31

Filed2026-04-13

BNDX

VANGUARD CHARLOTTE FDS

11.52%

Shares20.8K

Event2026-03-31

Filed2026-04-13

SAN

BANCO SANTANDER SA

0.00%

Shares88.4K

Event2026-03-31

Filed2026-04-13

DSI

ISHARES TR

7.52%

Shares8.2K

Event2026-03-31

Filed2026-04-13

SBUX

STARBUCKS CORP

-0.94%

Shares11.1K

Event2026-03-31

Filed2026-04-13

CTA

SIMPLIFY EXCHANGE TRADED FUN

New

Shares32.8K

Event2026-03-31

Filed2026-04-13

SPYG

SPDR SERIES TRUST

2.66%

Shares10.1K

Event2026-03-31

Filed2026-04-13

MFDX

PIMCO EQUITY SER

New

Shares24.7K

Event2026-03-31

Filed2026-04-13

DEERE & CO

2.00%

Shares1.7K

Event2026-03-31

Filed2026-04-13

WBD

WARNER BROS DISCOVERY INC

-1.49%

Shares35.2K

Event2026-03-31

Filed2026-04-13

DBC

INVESCO DB COMMDY INDX TRCK

-3.91%

Shares33.4K

Event2026-03-31

Filed2026-04-13

ALL

ALLSTATE CORP

7.32%

Shares4.6K

Event2026-03-31

Filed2026-04-13

PFE

PFIZER INC

48.28%

Shares33.8K

Event2026-03-31

Filed2026-04-13

VFLO

VICTORY PORTFOLIOS II

New

Shares23.7K

Event2026-03-31

Filed2026-04-13

COLGATE PALMOLIVE CO

-0.33%

Shares11.0K

Event2026-03-31

Filed2026-04-13

IDXX

IDEXX LABS INC

12.89%

Shares1.7K

Event2026-03-31

Filed2026-04-13

CITIGROUP INC

0.75%

Shares8.2K

Event2026-03-31

Filed2026-04-13

LMT

LOCKHEED MARTIN CORP

-71.44%

Shares1.5K

Event2026-03-31

Filed2026-04-13

RELX

RELX PLC

-0.81%

Shares27.7K

Event2026-03-31

Filed2026-04-13

AON PLC

-4.10%

Shares2.8K

Event2026-03-31

Filed2026-04-13

GRMN

GARMIN LTD

3.22%

Shares3.9K

Event2026-03-31

Filed2026-04-13

UNP

UNION PAC CORP

-1.33%

Shares3.7K

Event2026-03-31

Filed2026-04-13

CAH

CARDINAL HEALTH INC

-8.77%

Shares4.2K

Event2026-03-31

Filed2026-04-13

CENCORA INC

0.21%

Shares2.8K

Event2026-03-31

Filed2026-04-13

TRV

TRAVELERS COMPANIES INC

18.72%

Shares3.0K

Event2026-03-31

Filed2026-04-13

XLG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares16.1K

Event2026-03-31

Filed2026-04-13

CRS

CARPENTER TECHNOLOGY CORP

New

Shares2.2K

Event2026-03-31

Filed2026-04-13

PSX

PHILLIPS 66

-9.92%

Shares4.8K

Event2026-03-31

Filed2026-04-13

ONEQ

FIDELITY COMWLTH TR

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-13

PLD

PROLOGIS INC.

15.78%

Shares6.6K

Event2026-03-31

Filed2026-04-13

VSGX

VANGUARD WORLD FD

-2.67%

Shares12.0K

Event2026-03-31

Filed2026-04-13

EOG

EOG RES INC

3.43%

Shares6.0K

Event2026-03-31

Filed2026-04-13

COF

CAPITAL ONE FINL CORP

-14.94%

Shares4.7K

Event2026-03-31

Filed2026-04-13

EMB

ISHARES TR

-22.54%

Shares9.2K

Event2026-03-31

Filed2026-04-13

MCK

MCKESSON CORP

5.88%

Shares990

Event2026-03-31

Filed2026-04-13

DHI

D R HORTON INC

-1.13%

Shares6.2K

Event2026-03-31

Filed2026-04-13

CRM

SALESFORCE INC

-62.10%

Shares4.6K

Event2026-03-31

Filed2026-04-13

NSC

NORFOLK SOUTHN CORP

5.32%

Shares3.0K

Event2026-03-31

Filed2026-04-13

UNH

UNITEDHEALTH GROUP INC

-22.75%

Shares3.1K

Event2026-03-31

Filed2026-04-13

VNQ

VANGUARD INDEX FDS

-2.54%

Shares9.4K

Event2026-03-31

Filed2026-04-13

GLD

SPDR GOLD TR

-17.42%

Shares1.9K

Event2026-03-31

Filed2026-04-13

XEL

XCEL ENERGY INC

-1.14%

Shares10.4K

Event2026-03-31

Filed2026-04-13

SCHF

SCHWAB STRATEGIC TR

-3.03%

Shares32.7K

Event2026-03-31

Filed2026-04-13

TER

TERADYNE INC

0.93%

Shares2.7K

Event2026-03-31

Filed2026-04-13

LINDE PLC

1.25%

Shares1.6K

Event2026-03-31

Filed2026-04-13

TAP

MOLSON COORS BEVERAGE CO

New

Shares18.6K

Event2026-03-31

Filed2026-04-13

UBER

UBER TECHNOLOGIES INC

0.86%

Shares11.1K

Event2026-03-31

Filed2026-04-13

SCZ

ISHARES TR

5.81%

Shares10.2K

Event2026-03-31

Filed2026-04-13

SPXV

PROSHARES TR

21.16%

Shares11.2K

Event2026-03-31

Filed2026-04-13

PWB

INVESCO EXCHANGE TRADED FD T

-0.42%

Shares6.2K

Event2026-03-31

Filed2026-04-13

MARVELL TECHNOLOGY INC

-3.76%

Shares7.9K

Event2026-03-31

Filed2026-04-13

EMXC

ISHARES INC

4.03%

Shares9.9K

Event2026-03-31

Filed2026-04-13

BKNG

BOOKING HOLDINGS INC

-8.87%

Shares185

Event2026-03-31

Filed2026-04-13

REALTY INCOME CORP

59.33%

Shares12.5K

Event2026-03-31

Filed2026-04-13

USB

US BANCORP

0.40%

Shares14.7K

Event2026-03-31

Filed2026-04-13

KHC

KRAFT HEINZ CO

New

Shares34.1K

Event2026-03-31

Filed2026-04-13

INVESCO EXCH TRADED FD TR II

0.00%

Shares10.9K

Event2026-03-31

Filed2026-04-13

CME

CME GROUP INC

1.46%

Shares2.6K

Event2026-03-31

Filed2026-04-13

WDC

WESTERN DIGITAL CORP

6.80%

Shares2.8K

Event2026-03-31

Filed2026-04-13

IXC

ISHARES TR

New

Shares13.1K

Event2026-03-31

Filed2026-04-13

WMB

WILLIAMS COS INC

-0.08%

Shares10.4K

Event2026-03-31

Filed2026-04-13

MNST

MONSTER BEVERAGE CORP NEW

-3.70%

Shares10.4K

Event2026-03-31

Filed2026-04-13

AIG

AMERICAN INTL GROUP INC

-11.41%

Shares10.0K

Event2026-03-31

Filed2026-04-13

RCL

ROYAL CARIBBEAN GROUP

-13.33%

Shares2.7K

Event2026-03-31

Filed2026-04-13

TFC

TRUIST FINL CORP

-2.94%

Shares16.1K

Event2026-03-31

Filed2026-04-13

DES

WISDOMTREE TR

-8.00%

Shares20.5K

Event2026-03-31

Filed2026-04-13

SHM

SPDR SERIES TRUST

1.40%

Shares15.4K

Event2026-03-31

Filed2026-04-13

ACWI

ISHARES TR

-10.02%

Shares5.3K

Event2026-03-31

Filed2026-04-13

OXY

OCCIDENTAL PETE CORP

0.63%

Shares11.3K

Event2026-03-31

Filed2026-04-13

BITWISE FUNDS TRUST

New

Shares25.9K

Event2026-03-31

Filed2026-04-13

GCOW

PACER FDS TR

New

Shares15.8K

Event2026-03-31

Filed2026-04-13

SNDK

SANDISK CORP

New

Shares1.1K

Event2026-03-31

Filed2026-04-13

CTVA

CORTEVA INC

3.70%

Shares8.7K

Event2026-03-31

Filed2026-04-13

ARKQ

ARK ETF TR

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-13

GLDM

WORLD GOLD TR

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-13

JAAA

JANUS DETROIT STR TR

New

Shares14.3K

Event2026-03-31

Filed2026-04-13

AEP

AMERICAN ELEC PWR CO INC

3.64%

Shares5.4K

Event2026-03-31

Filed2026-04-13

PNW

PINNACLE WEST CAP CORP

9.00%

Shares7.1K

Event2026-03-31

Filed2026-04-13

BAX

BAXTER INTL INC

New

Shares42.2K

Event2026-03-31

Filed2026-04-13

SCHW

SCHWAB CHARLES CORP

-6.51%

Shares7.5K

Event2026-03-31

Filed2026-04-13

SPXE

PROSHARES TR

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-13

SLG

SL GREEN RLTY CORP

0.00%

Shares19.1K

Event2026-03-31

Filed2026-04-13

DLR

DIGITAL RLTY TR INC

5.86%

Shares3.9K

Event2026-03-31

Filed2026-04-13

HIGH

SIMPLIFY EXCHANGE TRADED FUN

New

Shares32.8K

Event2026-03-31

Filed2026-04-13

CTAS

CINTAS CORP

-5.82%

Shares4.1K

Event2026-03-31

Filed2026-04-13

CVS

CVS HEALTH CORP

73.60%

Shares9.7K

Event2026-03-31

Filed2026-04-13

SPYV

SPDR SERIES TRUST

7.63%

Shares12.3K

Event2026-03-31

Filed2026-04-13

BKR

BAKER HUGHES COMPANY

0.16%

Shares11.3K

Event2026-03-31

Filed2026-04-13

ADSK

AUTODESK INC

-1.57%

Shares2.9K

Event2026-03-31

Filed2026-04-13

VIS

VANGUARD WORLD FD

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-13

HCA

HCA HEALTHCARE INC

7.34%

Shares1.4K

Event2026-03-31

Filed2026-04-13

FERGUSON ENTERPRISES INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-13

VLO

VALERO ENERGY CORP

3.54%

Shares2.7K

Event2026-03-31

Filed2026-04-13

DOV

DOVER CORP

0.44%

Shares3.2K

Event2026-03-31

Filed2026-04-13

IJK

ISHARES TR

4.77%

Shares6.7K

Event2026-03-31

Filed2026-04-13

SCHD

SCHWAB STRATEGIC TR

15.75%

Shares21.8K

Event2026-03-31

Filed2026-04-13

SUSA

ISHARES TR

0.02%

Shares5.0K

Event2026-03-31

Filed2026-04-13

CRWD

CROWDSTRIKE HLDGS INC

-6.07%

Shares1.7K

Event2026-03-31

Filed2026-04-13

VTWG

VANGUARD SCOTTSDALE FDS

8.74%

Shares2.9K

Event2026-03-31

Filed2026-04-13

SPG

SIMON PPTY GROUP INC NEW

4.50%

Shares3.5K

Event2026-03-31

Filed2026-04-13

ICLO

INVESCO ACTIVELY MANAGED EXC

New

Shares25.6K

Event2026-03-31

Filed2026-04-13

RALPH LAUREN CORP

-0.78%

Shares1.9K

Event2026-03-31

Filed2026-04-13

SIVR

ABRDN SILVER ETF TRUST

-6.23%

Shares9.0K

Event2026-03-31

Filed2026-04-13

SMFG

SUMITOMO MITSUI FIN GRP INC

0.00%

Shares32.7K

Event2026-03-31

Filed2026-04-13

NKX

NUVEEN CALIF AMT FREE MUNI I

New

Shares54.2K

Event2026-03-31

Filed2026-04-13

GENERAL MTRS CO

31.50%

Shares8.6K

Event2026-03-31

Filed2026-04-13

BKLN

INVESCO EXCH TRADED FD TR II

New

Shares31.3K

Event2026-03-31

Filed2026-04-13

FNDB

SCHWAB STRATEGIC TR

-4.87%

Shares23.4K

Event2026-03-31

Filed2026-04-13

AMP

AMERIPRISE FINL INC

-5.54%

Shares1.4K

Event2026-03-31

Filed2026-04-13

VHT

VANGUARD WORLD FD

-1.20%

Shares2.3K

Event2026-03-31

Filed2026-04-13

IEI

ISHARES TR

130.28%

Shares5.2K

Event2026-03-31

Filed2026-04-13

CNP

CENTERPOINT ENERGY INC

3.05%

Shares14.4K

Event2026-03-31

Filed2026-04-13

CEFS

EXCHANGE LISTED FDS TR

New

Shares27.4K

Event2026-03-31

Filed2026-04-13

GENERAL DYNAMICS CORP

-95.88%

Shares1.8K

Event2026-03-31

Filed2026-04-13

TRGP

TARGA RES CORP

-1.33%

Shares2.5K

Event2026-03-31

Filed2026-04-13

SCHX

SCHWAB STRATEGIC TR

101.26%

Shares23.9K

Event2026-03-31

Filed2026-04-13

EQNR

EQUINOR ASA

-1.58%

Shares14.5K

Event2026-03-31

Filed2026-04-13

EMR

EMERSON ELEC CO

1.18%

Shares4.6K

Event2026-03-31

Filed2026-04-13

SHW

SHERWIN WILLIAMS CO

-10.81%

Shares1.9K

Event2026-03-31

Filed2026-04-13

EWJ

ISHARES INC

0.99%

Shares7.2K

Event2026-03-31

Filed2026-04-13

MTB

M & T BK CORP

-1.49%

Shares2.9K

Event2026-03-31

Filed2026-04-13

XMAG

TIDAL TRUST II

-33.25%

Shares26.9K

Event2026-03-31

Filed2026-04-13

NKE

NIKE INC

-70.39%

Shares11.2K

Event2026-03-31

Filed2026-04-13

VOOG

VANGUARD ADMIRAL FDS INC

9.40%

Shares1.4K

Event2026-03-31

Filed2026-04-13

HYGH

ISHARES U S ETF TR

New

Shares6.8K

Event2026-03-31

Filed2026-04-13

CARR

CARRIER GLOBAL CORPORATION

-2.54%

Shares10.2K

Event2026-03-31

Filed2026-04-13

GUNR

FLEXSHARES TR

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-13

JBL

JABIL INC

0.14%

Shares2.1K

Event2026-03-31

Filed2026-04-13

XLE

SELECT SECTOR SPDR TR

32.16%

Shares9.2K

Event2026-03-31

Filed2026-04-13

DFAU

DIMENSIONAL ETF TRUST

0.00%

Shares12.4K

Event2026-03-31

Filed2026-04-13

SPEM

SPDR INDEX SHS FDS

16.32%

Shares11.9K

Event2026-03-31

Filed2026-04-13

ILCG

ISHARES TR

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-13

ICF

ISHARES TR

57.24%

Shares9.0K

Event2026-03-31

Filed2026-04-13

CF INDUSTRIES HOLD

0.45%

Shares4.3K

Event2026-03-31

Filed2026-04-13

WELL

WELLTOWER INC

4.59%

Shares2.8K

Event2026-03-31

Filed2026-04-13

XLB

SELECT SECTOR SPDR TR

6.56%

Shares11.0K

Event2026-03-31

Filed2026-04-13

HYGW

ISHARES TR

New

Shares18.6K

Event2026-03-31

Filed2026-04-13

PIO

INVESCO EXCH TRADED FD TR II

New

Shares12.4K

Event2026-03-31

Filed2026-04-13

TAFI

AB ACTIVE ETFS INC

4.45%

Shares21.3K

Event2026-03-31

Filed2026-04-13

TIDAL TRUST II

New

Shares22.8K

Event2026-03-31

Filed2026-04-13

PRU

PRUDENTIAL FINL INC

New

Shares5.5K

Event2026-03-31

Filed2026-04-13

BSX

BOSTON SCIENTIFIC CORP

-1.05%

Shares8.4K

Event2026-03-31

Filed2026-04-13

GDLC

GRAYSCALE COINDESK CRYPTO

New

Shares16.8K

Event2026-03-31

Filed2026-04-13

NTAP

NETAPP INC

9.19%

Shares5.1K

Event2026-03-31

Filed2026-04-13

FDS

FACTSET RESH SYS INC

New

Shares2.4K

Event2026-03-31

Filed2026-04-13

TMO

THERMO FISHER SCIENTIFIC INC

-8.60%

Shares1.1K

Event2026-03-31

Filed2026-04-13

ADI

ANALOG DEVICES INC

12.27%

Shares1.6K

Event2026-03-31

Filed2026-04-13

FITB

FIFTH THIRD BANCORP

95.05%

Shares11.1K

Event2026-03-31

Filed2026-04-13

ORLY

OREILLY AUTOMOTIVE INC

-8.73%

Shares5.5K

Event2026-03-31

Filed2026-04-13

DVY

ISHARES TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-13

VAW

VANGUARD WORLD FD

-4.28%

Shares2.2K

Event2026-03-31

Filed2026-04-13

TSCO

TRACTOR SUPPLY CO

-7.19%

Shares11.1K

Event2026-03-31

Filed2026-04-13

CLOZ

SERIES PORTFOLIOS TR

New

Shares19.6K

Event2026-03-31

Filed2026-04-13

WASTE MGMT INC DEL

0.97%

Shares2.2K

Event2026-03-31

Filed2026-04-13

PFFV

GLOBAL X FDS

New

Shares22.9K

Event2026-03-31

Filed2026-04-13

NTRS

NORTHERN TR CORP

0.70%

Shares3.6K

Event2026-03-31

Filed2026-04-13

NXPI

NXP SEMICONDUCTORS N V

New

Shares2.5K

Event2026-03-31

Filed2026-04-13

KROGER CO

47.64%

Shares6.8K

Event2026-03-31

Filed2026-04-13

EMHY

ISHARES INC

New

Shares12.5K

Event2026-03-31

Filed2026-04-13

NDAQ

NASDAQ INC

-1.14%

Shares5.8K

Event2026-03-31

Filed2026-04-13

AEE

AMEREN CORP

-11.55%

Shares4.5K

Event2026-03-31

Filed2026-04-13

ASML

ASML HLDG NV

-9.11%

Shares369

Event2026-03-31

Filed2026-04-13

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares17.5K

Event2026-03-31

Filed2026-04-13

MCO

MOODYS CORP

-1.24%

Shares1.1K

Event2026-03-31

Filed2026-04-13

KMI

KINDER MORGAN INC DEL

2.41%

Shares14.4K

Event2026-03-31

Filed2026-04-13

AZO

AUTOZONE INC

-2.07%

Shares142

Event2026-03-31

Filed2026-04-13

AES

AES CORP

124.24%

Shares33.9K

Event2026-03-31

Filed2026-04-13

TRANE TECHNOLOGIES PLC

5.06%

Shares1.1K

Event2026-03-31

Filed2026-04-13

MET

METLIFE INC

-6.39%

Shares6.7K

Event2026-03-31

Filed2026-04-13

KEYS

KEYSIGHT TECHNOLOGIES INC

3.64%

Shares1.7K

Event2026-03-31

Filed2026-04-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

AXON Put PutAXON ENTERPRISE INC1.5K shares0.00%2026-03-312026-04-13

MSFT Put PutMICROSOFT CORP2.2K shares0.00%2026-03-312026-04-13

NVDA Put PutNVIDIA CORPORATION8.0K shares0.00%2026-03-312026-04-13

XOM Put PutEXXON MOBIL CORP17.4K shares20.83%2026-03-312026-04-13

ALPHABET INC Put PutALPHABET INC1.6K sharesnew addition2026-03-312026-04-13

MSI Put PutMOTOROLA SOLUTIONS INC800 shares-11.11%2026-03-312026-04-13

JCI Put PutJOHNSON CONTROLS INTERNATION6.9K shares0.00%2026-03-312026-04-13

WAB Put PutWABTEC6.0K shares0.00%2026-03-312026-04-13

AAPL Put PutAPPLE INC2.4K shares0.00%2026-03-312026-04-13

AXON Put

AXON ENTERPRISE INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-13

MSFT Put

MICROSOFT CORP

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-13

NVDA Put

NVIDIA CORPORATION

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-13

XOM Put

EXXON MOBIL CORP

20.83%

Shares17.4K

Event2026-03-31

Filed2026-04-13

ALPHABET INC Put

ALPHABET INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-13

MSI Put

MOTOROLA SOLUTIONS INC

-11.11%

Shares800

Event2026-03-31

Filed2026-04-13

JCI Put

JOHNSON CONTROLS INTERNATION

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-13

WAB Put

WABTEC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-13

AAPL Put

APPLE INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-13