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

Currently, Mutual Advisors, LLC holds 1309 types of securities in its portfolio with a total value $4.7B. In the most recent quarter, they have increased their positions in PYLD (+613.4K shares, valued at $16.1M), TFLO (+296.8K shares, valued at $15.0M), NJAN (+152.7K shares, valued at $8.2M); decreased their positions in IGSB (-351.1K shares, valued at $18.5M), N/A (-94.6K shares, valued at $8.3M), IUSB (-174.6K shares, valued at $8.1M); initiated new positions in HFSI (+222.5K shares, valued at $7.7M), BOND (+43.5K shares, valued at $4.0M), CRAK (+80.7K shares, valued at $4.0M).

1M P&L

+130.4M+2.90%

3M P&L

-93.8M-1.99%

HY P&L

+69.6M+1.53%

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

Top Holding Treemap

Top Industries by Value

1N/A2.9B

67.8%

2Consumer Electronics162.5M

3.8%

3Software - Infrastructure118.7M

2.8%

Top Industries by Stock Count

1N/A733 stocks

58.9%

2Software - Application20 stocks

1.6%

3Banks - Regional20 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T400.6K shares1.43%2026-03-312026-05-04

IEF ISHARES TR2.2M shares2.87%2026-03-312026-05-04

AAPL APPLE INC639.3K shares-2.26%2026-03-312026-05-04

IVV ISHARES TR206.6K shares-3.11%2026-03-312026-05-04

SGOV ISHARES TR1.0M shares1.34%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL214.3K shares1.73%2026-03-312026-05-04

MSFT MICROSOFT CORP241.1K shares7.88%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS107.3K shares13.58%2026-03-312026-05-04

Sponsored

LLY ELI LILLY & CO68.3K shares3.79%2026-03-312026-05-04

NVDA NVIDIA CORPORATION345.0K shares-0.72%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS830.6K shares6.21%2026-03-312026-05-04

IGIB ISHARES TR888.7K shares-2.78%2026-03-312026-05-04

AMZN AMAZON COM INC225.0K shares2.33%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR78.0K shares13.68%2026-03-312026-05-04

ALPHABET INC ALPHABET INC131.6K shares1.13%2026-03-312026-05-04

ALPHABET INC ALPHABET INC124.3K shares-10.15%2026-03-312026-05-04

Sponsored

VWO VANGUARD INTL EQUITY INDEX F601.3K shares6.00%2026-03-312026-05-04

PYLD PIMCO ETF TR1.2M shares103.09%2026-03-312026-05-04

BIL SPDR SERIES TRUST338.1K shares-11.12%2026-03-312026-05-04

META META PLATFORMS INC53.6K shares4.61%2026-03-312026-05-04

VYM VANGUARD WHITEHALL FDS198.0K shares0.49%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO98.3K shares-0.34%2026-03-312026-05-04

VTI VANGUARD INDEX FDS87.5K shares-2.40%2026-03-312026-05-04

PJAN INNOVATOR ETFS TRUST577.5K shares37.66%2026-03-312026-05-04

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AGG ISHARES TR263.2K shares3.74%2026-03-312026-05-04

NJAN INNOVATOR ETFS TRUST484.5K shares46.05%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS117.6K shares-2.19%2026-03-312026-05-04

VTV VANGUARD INDEX FDS128.3K shares2.01%2026-03-312026-05-04

CBSH COMMERCE BANCSHARES INC492.7K shares0.01%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION23.8K shares18.44%2026-03-312026-05-04

BROADCOM INC BROADCOM INC72.2K shares3.27%2026-03-312026-05-04

TSLA TESLA INC59.1K shares-1.09%2026-03-312026-05-04

Sponsored

TFLO ISHARES TR432.0K shares219.50%2026-03-312026-05-04

SCHG SCHWAB STRATEGIC TR721.2K shares0.90%2026-03-312026-05-04

JCPB J P MORGAN EXCHANGE TRADED F444.7K shares24.35%2026-03-312026-05-04

CGGR CAPITAL GROUP GROWTH ETF513.2K shares24.09%2026-03-312026-05-04

CVX CHEVRON CORPORATION92.8K shares0.98%2026-03-312026-05-04

XOM EXXON MOBIL CORP105.6K shares1.82%2026-03-312026-05-04

WMT WALMART INC142.1K shares15.18%2026-03-312026-05-04

CGDV CAPITAL GROUP DIVIDEND VALUE405.7K shares72.47%2026-03-312026-05-04

Sponsored

DGRO ISHARES TR244.4K shares2.84%2026-03-312026-05-04

SCHV SCHWAB STRATEGIC TR556.9K shares-7.08%2026-03-312026-05-04

DYNF BLACKROCK ETF TRUST290.0K shares-2.72%2026-03-312026-05-04

NFLX NETFLIX INC.168.7K shares19.12%2026-03-312026-05-04

GLD SPDR GOLD TR37.4K shares10.44%2026-03-312026-05-04

SCHZ SCHWAB STRATEGIC TR687.8K shares-0.44%2026-03-312026-05-04

OHI OMEGA HEALTHCARE INVS INC362.1K shares6.37%2026-03-312026-05-04

IVW ISHARES TR139.5K shares2.28%2026-03-312026-05-04

Sponsored

VUG VANGUARD INDEX FDS36.1K shares7.16%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR108.3K shares-7.81%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR467.2K shares-5.49%2026-03-312026-05-04

SECT NORTHERN LTS FD TR IV234.3K shares0.04%2026-03-312026-05-04

GOVT ISHARES TR613.0K shares20.22%2026-03-312026-05-04

IQLT ISHARES TR302.3K shares42.76%2026-03-312026-05-04

GSY INVESCO ACTIVELY MANAGED EXC277.0K shares11.40%2026-03-312026-05-04

SPYM SPDR SERIES TRUST180.7K shares-6.83%2026-03-312026-05-04

Sponsored

VGT VANGUARD WORLD FD19.6K shares3.22%2026-03-312026-05-04

CAT CATERPILLAR INC19.3K shares7.61%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON55.4K shares-2.19%2026-03-312026-05-04

IRM IRON MTN INC DEL129.1K shares5.07%2026-03-312026-05-04

V VISA INC43.4K shares-1.59%2026-03-312026-05-04

IVE ISHARES TR61.3K shares8.87%2026-03-312026-05-04

CGUS CAPITAL GROUP CORE EQUITY ET316.9K shares42.43%2026-03-312026-05-04

VONG VANGUARD SCOTTSDALE FDS109.9K shares6.40%2026-03-312026-05-04

Sponsored

RUNN STRATEGIC TRUST373.3K shares0.05%2026-03-312026-05-04

BNDX VANGUARD CHARLOTTE FDS248.4K shares11.31%2026-03-312026-05-04

BSV VANGUARD BD INDEX FDS151.5K shares8.37%2026-03-312026-05-04

CSCO CISCO SYS INC152.2K shares2.94%2026-03-312026-05-04

JPST J P MORGAN EXCHANGE TRADED F229.3K shares-10.40%2026-03-312026-05-04

JAAA JANUS DETROIT STR TR229.4K shares-1.67%2026-03-312026-05-04

VMBS VANGUARD SCOTTSDALE FDS244.6K shares19.99%2026-03-312026-05-04

BUFF INNOVATOR ETFS TRUST232.1K shares6.77%2026-03-312026-05-04

Sponsored

CGCP CAPITAL GRP FIXED INCM ETF T512.1K shares3.16%2026-03-312026-05-04

FBND FIDELITY MERRIMACK STR TR249.9K shares57.13%2026-03-312026-05-04

VXF VANGUARD INDEX FDS54.0K shares3.12%2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC54.3K shares-17.73%2026-03-312026-05-04

KBWP INVESCO EXCH TRADED FD TR II92.3K shares3.52%2026-03-312026-05-04

FTEC FIDELITY COVINGTON TRUST52.6K shares12.72%2026-03-312026-05-04

SMH VANECK ETF TRUST28.4K shares-17.88%2026-03-312026-05-04

MISL FIRST TR EXCHANGE-TRADED FD239.5K shares3.16%2026-03-312026-05-04

Sponsored

VOOG VANGUARD ADMIRAL FDS INC25.9K shares14.42%2026-03-312026-05-04

SPDW SPDR INDEX SHS FDS228.7K shares5.32%2026-03-312026-05-04

HYG ISHARES TR130.6K shares1.35%2026-03-312026-05-04

SCHO SCHWAB STRATEGIC TR425.6K shares-0.78%2026-03-312026-05-04

BND VANGUARD BD INDEX FDS138.4K shares0.09%2026-03-312026-05-04

BOXX EA SERIES TRUST86.0K shares0.88%2026-03-312026-05-04

CIBR FIRST TR EXCHANGE-TRADED FD158.6K shares2.46%2026-03-312026-05-04

XLE SELECT SECTOR SPDR TR159.2K shares21.09%2026-03-312026-05-04

Sponsored

IGSB ISHARES TR185.5K shares-65.43%2026-03-312026-05-04

VO VANGUARD INDEX FDS33.5K shares37.17%2026-03-312026-05-04

HD HOME DEPOT INC29.0K shares0.72%2026-03-312026-05-04

VOTE TCW ETF TRUST124.9K shares-0.19%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC77.6K shares-1.56%2026-03-312026-05-04

AVUV AMERICAN CENTY ETF TR84.4K shares7.01%2026-03-312026-05-04

VOOV VANGUARD ADMIRAL FDS INC45.5K shares1.71%2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC63.4K shares-9.08%2026-03-312026-05-04

Sponsored

FTSM FIRST TR EXCHANGE-TRADED FD150.4K shares-26.33%2026-03-312026-05-04

VCIT VANGUARD SCOTTSDALE FDS106.2K shares91.24%2026-03-312026-05-04

QBUF INNOVATOR ETFS TRUST299.2K shares-0.29%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS35.5K shares10.91%2026-03-312026-05-04

DVY ISHARES TR55.9K shares-7.72%2026-03-312026-05-04

LMBS FIRST TR EXCHANGE-TRADED FD169.2K shares10.75%2026-03-312026-05-04

ICSH ISHARES TR165.4K shares-34.05%2026-03-312026-05-04

BALT INNOVATOR ETFS TRUST250.1K shares-11.96%2026-03-312026-05-04

Sponsored

PG PROCTER & GAMBLE CO57.4K shares8.47%2026-03-312026-05-04

ORCL ORACLE CORP55.2K shares-5.16%2026-03-312026-05-04

MO ALTRIA GROUP INC123.0K shares4.27%2026-03-312026-05-04

FESM FIDELITY COVINGTON TRUST212.2K shares30.98%2026-03-312026-05-04

VB VANGUARD INDEX FDS30.6K shares-13.40%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC159.2K shares-12.76%2026-03-312026-05-04

IWF ISHARES TR18.7K shares-0.30%2026-03-312026-05-04

SLYG SPDR SERIES TRUST82.4K shares-4.85%2026-03-312026-05-04

Sponsored

SHY ISHARES TR95.4K shares5.67%2026-03-312026-05-04

UPS UNITED PARCEL SVCS INC80.1K shares-10.16%2026-03-312026-05-04

JPIE J P MORGAN EXCHANGE TRADED F170.9K shares1.66%2026-03-312026-05-04

EPD ENTERPRISE PRODS PARTNERS L207.0K shares1.28%2026-03-312026-05-04

JEPI J P MORGAN EXCHANGE TRADED F138.0K shares4.33%2026-03-312026-05-04

IBHH ISHARES TR333.0K shares7.01%2026-03-312026-05-04

MU MICRON TECHNOLOGY INC23.0K shares49.25%2026-03-312026-05-04

HFSI HARTFORD FDS EXCHANGE TRADED222.5K sharesnew addition2026-03-312026-05-04

Sponsored

QUAL ISHARES TR39.8K shares-13.01%2026-03-312026-05-04

IBHF ISHARES TR330.6K shares8.79%2026-03-312026-05-04

IBIT ISHARES BITCOIN TRUST ETF196.9K shares5.63%2026-03-312026-05-04

RTX RTX CORPORATION39.2K shares-11.84%2026-03-312026-05-04

IDV ISHARES TR176.2K shares154.25%2026-03-312026-05-04

SPYG SPDR SERIES TRUST76.1K shares6.95%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP12.3K shares-2.33%2026-03-312026-05-04

IWM ISHARES TR29.8K shares8.83%2026-03-312026-05-04

Sponsored

SPYV SPDR SERIES TRUST130.4K shares5.19%2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC21.8K shares19.46%2026-03-312026-05-04

SCHB SCHWAB STRATEGIC TR287.1K shares1.16%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T37.4K shares33.08%2026-03-312026-05-04

CGGO CAPITAL GROUP GBL GROWTH EQT214.1K shares4.80%2026-03-312026-05-04

BIV VANGUARD BD INDEX FDS91.4K shares7.56%2026-03-312026-05-04

SHV ISHARES TR63.6K shares6.12%2026-03-312026-05-04

SJNK SPDR SERIES TRUST280.8K shares30.72%2026-03-312026-05-04

Sponsored

ABBV ABBVIE INC31.7K shares-7.92%2026-03-312026-05-04

PM PHILIP MORRIS INTL INC41.5K shares10.15%2026-03-312026-05-04

BAI BLACKROCK ETF TRUST206.9K shares11.23%2026-03-312026-05-04

SPTM SPDR SERIES TRUST85.9K shares2.55%2026-03-312026-05-04

LQD ISHARES TR60.7K shares-1.66%2026-03-312026-05-04

PFE PFIZER INC234.9K shares-3.68%2026-03-312026-05-04

JUNM FIRST TR EXCHNG TRADED FD VI191.5K shares-2.57%2026-03-312026-05-04

BLV VANGUARD BD INDEX FDS95.4K shares28.03%2026-03-312026-05-04

Sponsored

VONV VANGUARD SCOTTSDALE FDS69.9K shares2.56%2026-03-312026-05-04

IUSV ISHARES TR63.9K shares2.07%2026-03-312026-05-04

QQQM INVESCO EXCH TRADED FD TR II27.4K shares-3.26%2026-03-312026-05-04

BA BOEING CO32.0K shares23.14%2026-03-312026-05-04

BINC BLACKROCK ETF TRUST II122.3K shares14.57%2026-03-312026-05-04

XLF SELECT SECTOR SPDR TR127.9K shares-23.84%2026-03-312026-05-04

SLV ISHARES SILVER TR92.2K shares-35.43%2026-03-312026-05-04

DOCT FIRST TR EXCHNG TRADED FD VI144.3K shares-1.96%2026-03-312026-05-04

Sponsored

ARCC ARES CAPITAL CORP346.6K shares0.98%2026-03-312026-05-04

IEMG ISHARES INC89.4K shares0.91%2026-03-312026-05-04

FVD FIRST TR EXCHANGE-TRADED FD131.4K shares9.02%2026-03-312026-05-04

RDVY FIRST TR EXCHANGE TRADED FD90.5K shares5.19%2026-03-312026-05-04

SBUX STARBUCKS CORP68.7K shares44.55%2026-03-312026-05-04

JCI JOHNSON CONTROLS INTERNATION46.9K shares0.49%2026-03-312026-05-04

SCHX SCHWAB STRATEGIC TR237.8K shares-0.38%2026-03-312026-05-04

DIS DISNEY WALT CO63.1K shares4.18%2026-03-312026-05-04

Sponsored

ITA ISHARES TR27.5K shares328.47%2026-03-312026-05-04

XLI SELECT SECTOR SPDR TR37.1K shares-4.10%2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR67.5K shares-58.38%2026-03-312026-05-04

IUSB ISHARES TR128.7K shares-57.57%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC6.9K shares-10.98%2026-03-312026-05-04

VIOV VANGUARD ADMIRAL FDS INC56.8K shares2.81%2026-03-312026-05-04

BRK.A BERKSHIRE HATHAWAY INC DEL8 shares0.00%2026-03-312026-05-04

T AT&T INC197.7K shares-14.16%2026-03-312026-05-04

Sponsored

CGIC CAPITAL GROUP INTERNATIONAL169.6K shares176.29%2026-03-312026-05-04

EEM ISHARES TR98.8K shares152.18%2026-03-312026-05-04

DFAI DIMENSIONAL ETF TRUST143.6K shares50.22%2026-03-312026-05-04

ESGU ISHARES TR39.5K shares-0.32%2026-03-312026-05-04

FENI FIDELITY COVINGTON TRUST149.7K shares199.84%2026-03-312026-05-04

EFV ISHARES TR74.7K shares-11.10%2026-03-312026-05-04

XLG INVESCO EXCHANGE TRADED FD T99.6K shares-39.25%2026-03-312026-05-04

KMB KIMBERLY-CLARK CORP55.2K shares11.78%2026-03-312026-05-04

Sponsored

IJH ISHARES TR78.8K shares-41.09%2026-03-312026-05-04

JEPQ J P MORGAN EXCHANGE TRADED F95.3K shares1.03%2026-03-312026-05-04

GIS GENERAL MILLS INC141.1K shares17.94%2026-03-312026-05-04

VOE VANGUARD INDEX FDS28.4K shares5.70%2026-03-312026-05-04

SPTL SPDR SERIES TRUST198.9K shares-41.47%2026-03-312026-05-04

PEP PEPSICO INC33.6K shares2.19%2026-03-312026-05-04

DAPR FIRST TR EXCHNG TRADED FD VI129.2K shares-2.87%2026-03-312026-05-04

KO COCA COLA CO67.3K shares-1.71%2026-03-312026-05-04

Sponsored

CGMU CAPITAL GRP FIXED INCM ETF T188.1K shares8.18%2026-03-312026-05-04

HNGE HINGE HEALTH INC131.5K shares1.15%2026-03-312026-05-04

O REALTY INCOME CORP82.8K shares-14.90%2026-03-312026-05-04

SPMO INVESCO EXCH TRADED FD TR II44.5K shares-55.26%2026-03-312026-05-04

GEV GE VERNOVA INC5.7K shares-15.57%2026-03-312026-05-04

MCD MCDONALDS CORP16.0K shares7.78%2026-03-312026-05-04

XLU SELECT SECTOR SPDR TR108.3K shares10.92%2026-03-312026-05-04

MGV VANGUARD WORLD FD34.0K shares-9.22%2026-03-312026-05-04

Sponsored

JMST J P MORGAN EXCHANGE TRADED F96.2K shares4.55%2026-03-312026-05-04

INTC INTEL CORP110.9K shares0.44%2026-03-312026-05-04

SPMB SPDR SERIES TRUST217.3K shares22.89%2026-03-312026-05-04

SCHY SCHWAB STRATEGIC TR152.2K shares1.89%2026-03-312026-05-04

SCHI SCHWAB STRATEGIC TR212.1K shares19.38%2026-03-312026-05-04

BAC BANK AMERICA CORP98.1K shares0.54%2026-03-312026-05-04

SCHF SCHWAB STRATEGIC TR191.4K shares-0.28%2026-03-312026-05-04

CWI SPDR INDEX SHS FDS129.0K shares41.41%2026-03-312026-05-04

Sponsored

IWD ISHARES TR21.8K shares-1.31%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC17.2K shares2.78%2026-03-312026-05-04

AMGN AMGEN INC13.1K shares-3.72%2026-03-312026-05-04

FBTC FIDELITY WISE ORIGIN BITCOIN77.9K shares8.78%2026-03-312026-05-04

AIRR FIRST TR EXCHANGE TRADED FD41.3K shares14.02%2026-03-312026-05-04

VT VANGUARD INTL EQUITY INDEX F33.0K shares6.25%2026-03-312026-05-04

CEF SPROTT ASSET MANAGEMENT LP94.8K shares-40.70%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC12.6K shares10.62%2026-03-312026-05-04

Sponsored

DFAC DIMENSIONAL ETF TRUST114.7K shares-0.71%2026-03-312026-05-04

NUKZ EXCHANGE TRADED CONCEPTS TRU67.7K shares-29.68%2026-03-312026-05-04

VCSH VANGUARD SCOTTSDALE FDS56.2K shares20.53%2026-03-312026-05-04

VRT VERTIV HOLDINGS CO17.6K shares-21.84%2026-03-312026-05-04

ARISTA NETWORKS INC ARISTA NETWORKS INC34.9K shares-21.99%2026-03-312026-05-04

JQUA J P MORGAN EXCHANGE TRADED F69.9K shares0.02%2026-03-312026-05-04

FTHI FIRST TR EXCHANGE TRADED FD186.6K shares-0.53%2026-03-312026-05-04

IJR ISHARES TR34.2K shares-2.22%2026-03-312026-05-04

Sponsored

NOBL PROSHARES TR39.9K shares139.24%2026-03-312026-05-04

ASML ASML HLDG NV3.2K shares45.20%2026-03-312026-05-04

ET ENERGY TRANSFER L P216.4K shares0.89%2026-03-312026-05-04

FIXD FIRST TR EXCHNG TRADED FD VI94.9K shares4.62%2026-03-312026-05-04

XJUN FIRST TR EXCHNG TRADED FD VI96.1K shares-0.31%2026-03-312026-05-04

QCOM QUALCOMM INC31.9K shares2.93%2026-03-312026-05-04

CRWD CROWDSTRIKE HLDGS INC10.5K shares7.74%2026-03-312026-05-04

ADBE ADOBE INC16.7K shares-1.54%2026-03-312026-05-04

Sponsored

XLC SELECT SECTOR SPDR TR36.5K shares-65.54%2026-03-312026-05-04

BOND PIMCO ETF TR43.5K sharesnew addition2026-03-312026-05-04

FBCG FIDELITY COVINGTON TRUST79.6K shares1.25%2026-03-312026-05-04

CRAK VANECK ETF TRUST80.7K sharesnew addition2026-03-312026-05-04

MEDTRONIC PLC MEDTRONIC PLC45.5K shares4.57%2026-03-312026-05-04

HEFA ISHARES TR92.7K shares-3.13%2026-03-312026-05-04

CSM PROSHARES TR52.3K shares0.00%2026-03-312026-05-04

WCMI FIRST TR EXCHANGE-TRADED FD233.3K shares1.14%2026-03-312026-05-04

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EMLP FIRST TR EXCHANGE-TRADED FD87.7K shares30.80%2026-03-312026-05-04

IEFA ISHARES TR42.3K shares4.90%2026-03-312026-05-04

GLDM WORLD GOLD TR41.3K shares-2.20%2026-03-312026-05-04

FMDE FIDELITY COVINGTON TRUST105.7K shares1768.40%2026-03-312026-05-04

VOT VANGUARD INDEX FDS14.7K shares3.96%2026-03-312026-05-04

IEO ISHARES TR30.3K shares-1.54%2026-03-312026-05-04

PULS PGIM ETF TR76.0K shares2.46%2026-03-312026-05-04

GRID FIRST TR EXCHANGE-TRADED FD22.8K shares14.22%2026-03-312026-05-04

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DHS WISDOMTREE TR34.0K shares-0.13%2026-03-312026-05-04

AMAT APPLIED MATLS INC10.8K shares63.95%2026-03-312026-05-04

CPSL CALAMOS ETF TR135.5K shares4.11%2026-03-312026-05-04

KMI KINDER MORGAN INC DEL109.7K shares-0.16%2026-03-312026-05-04

RBUF INNOVATOR ETFS TRUST125.5K sharesnew addition2026-03-312026-05-04

EFAV ISHARES TR40.0K shares-3.14%2026-03-312026-05-04

IYW ISHARES TR20.1K shares-13.17%2026-03-312026-05-04

TBIL RBB FD INC72.8K shares145.71%2026-03-312026-05-04

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THRO BLACKROCK ETF TRUST99.9K shares11.15%2026-03-312026-05-04

USB US BANCORP69.4K shares-0.21%2026-03-312026-05-04

EMR EMERSON ELEC CO27.4K shares9.74%2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC3.7K shares10.51%2026-03-312026-05-04

AAAU GOLDMAN SACHS PHYSICAL GOLD76.8K shares-1.66%2026-03-312026-05-04

AOA ISHARES TR40.0K shares4.72%2026-03-312026-05-04

FMTM EA SERIES TRUST100.4K shares-3.79%2026-03-312026-05-04

MBB ISHARES TR36.5K shares-5.77%2026-03-312026-05-04

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IBUF INNOVATOR ETFS TRUST116.7K shares651.79%2026-03-312026-05-04

SDVY FIRST TR EXCHANGE TRADED FD86.4K shares-13.62%2026-03-312026-05-04

XLV SELECT SECTOR SPDR TR23.2K shares-15.21%2026-03-312026-05-04

OEF ISHARES TR10.6K shares-52.55%2026-03-312026-05-04

FMB FIRST TR EXCH TRADED FD III66.4K shares9.03%2026-03-312026-05-04

GE AEROSPACE GE AEROSPACE11.8K shares-0.09%2026-03-312026-05-04

PANW PALO ALTO NETWORKS INC21.0K shares32.03%2026-03-312026-05-04

KLAC KLA CORP2.3K shares1.06%2026-03-312026-05-04

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BUFR FIRST TR EXCHNG TRADED FD VI98.9K shares17.03%2026-03-312026-05-04

QLTY GMO ETF TRUST92.1K shares7.82%2026-03-312026-05-04

PHYL PGIM ETF TR95.9K shares22.80%2026-03-312026-05-04

CGMS CAPITAL GRP FIXED INCM ETF T121.9K shares852.38%2026-03-312026-05-04

SPYI NEOS ETF TRUST66.5K shares-1.31%2026-03-312026-05-04

UUP INVESCO DB US DLR INDEX TR118.1K sharesnew addition2026-03-312026-05-04

LOW LOWES COS INC13.6K shares7.19%2026-03-312026-05-04

UNILEVER PLC UNILEVER PLC56.2K shares6.55%2026-03-312026-05-04

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TGT TARGET CORP26.0K shares-45.74%2026-03-312026-05-04

AOM ISHARES TR66.2K shares-2.02%2026-03-312026-05-04

SO SOUTHERN CO32.4K shares9.67%2026-03-312026-05-04

IWB ISHARES TR8.8K shares0.07%2026-03-312026-05-04

PSX PHILLIPS 6617.0K shares-1.58%2026-03-312026-05-04

FV FIRST TR EXCHANGE TRADED FD50.9K shares-1.92%2026-03-312026-05-04

SOXX ISHARES TR9.3K shares40.13%2026-03-312026-05-04

CGBL CAPITAL GROUP CORE BALANCED88.4K shares50.46%2026-03-312026-05-04

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GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP8.8K shares4.95%2026-03-312026-05-04

EBUF INNOVATOR ETFS TRUST102.3K shares393.29%2026-03-312026-05-04

ITOT ISHARES TR21.1K shares8.25%2026-03-312026-05-04

GILD GILEAD SCIENCES INC21.4K shares-3.45%2026-03-312026-05-04

STIP ISHARES TR28.8K shares-0.26%2026-03-312026-05-04

XTEN BONDBLOXX ETF TRUST64.9K shares24.20%2026-03-312026-05-04

JMUB J P MORGAN EXCHANGE TRADED F59.4K shares2.61%2026-03-312026-05-04

CRM SALESFORCE INC15.7K shares37.61%2026-03-312026-05-04

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DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW22.2K shares6.94%2026-03-312026-05-04

AVEM AMERICAN CENTY ETF TR36.0K shares224.74%2026-03-312026-05-04

NBSD NEUBERGER BERMAN ETF TRUST56.9K sharesnew addition2026-03-312026-05-04

SHYG ISHARES TR68.0K shares218.68%2026-03-312026-05-04

EFA ISHARES TR29.6K shares-16.44%2026-03-312026-05-04

TJX TJX COS INC NEW17.9K shares2.03%2026-03-312026-05-04

SHOP SHOPIFY INC24.1K shares10.61%2026-03-312026-05-04

JHPI JOHN HANCOCK EXCHANGE TRADED126.6K sharesnew addition2026-03-312026-05-04

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PWR QUANTA SVCS INC5.2K shares-5.63%2026-03-312026-05-04

CSHI NEOS ETF TRUST56.9K shares32.97%2026-03-312026-05-04

FDHY FIDELITY COVINGTON TRUST58.3K sharesnew addition2026-03-312026-05-04

AEE AMEREN CORP25.7K shares-8.10%2026-03-312026-05-04

NEE NEXTERA ENERGY INC30.4K shares8.16%2026-03-312026-05-04

CGCB CAPITAL GRP FIXED INCM ETF T106.7K shares0.10%2026-03-312026-05-04

HYS PIMCO ETF TR30.0K sharesnew addition2026-03-312026-05-04

ARKW ARK ETF TR23.1K shares-1.66%2026-03-312026-05-04

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EFG ISHARES TR24.9K shares-22.64%2026-03-312026-05-04

DFIV DIMENSIONAL ETF TRUST52.2K sharesnew addition2026-03-312026-05-04

DNOV FIRST TR EXCHNG TRADED FD VI56.6K shares-1.22%2026-03-312026-05-04

COP CONOCOPHILLIPS20.1K shares-2.72%2026-03-312026-05-04

MA MASTERCARD INCORPORATED5.3K shares-9.05%2026-03-312026-05-04

JPEF J P MORGAN EXCHANGE TRADED F36.9K shares2.14%2026-03-312026-05-04

PFF ISHARES TR87.1K shares-6.54%2026-03-312026-05-04

TIPX SPDR SERIES TRUST137.5K shares0.65%2026-03-312026-05-04

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SHLD GLOBAL X FDS37.2K shares91.67%2026-03-312026-05-04

VEU VANGUARD INTL EQUITY INDEX F35.1K shares-4.10%2026-03-312026-05-04

BMY BRISTOL-MYERS SQUIBB CO43.4K shares-60.21%2026-03-312026-05-04

FAF FIRST AMERN FINL CORP43.6K shares0.00%2026-03-312026-05-04

TPL TEXAS PACIFIC LAND CORPORATI5.5K shares-30.89%2026-03-312026-05-04

ETFS GOLD TR ETFS GOLD TR58.6K shares-4.33%2026-03-312026-05-04

USHY ISHARES TR71.0K shares30.27%2026-03-312026-05-04

USMV ISHARES TR28.2K shares-17.27%2026-03-312026-05-04

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MS MORGAN STANLEY15.8K shares16.36%2026-03-312026-05-04

JIRE J P MORGAN EXCHANGE TRADED F34.2K shares13.18%2026-03-312026-05-04

NVO NOVO-NORDISK A S69.5K shares43.14%2026-03-312026-05-04

XLY SELECT SECTOR SPDR TR23.3K shares-48.31%2026-03-312026-05-04

ENB ENBRIDGE INC46.7K shares-3.08%2026-03-312026-05-04

IWP ISHARES TR19.7K shares-12.55%2026-03-312026-05-04

TXN TEXAS INSTRS INC13.0K shares1.02%2026-03-312026-05-04

IHDG WISDOMTREE TR52.2K shares-0.30%2026-03-312026-05-04

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MOAT VANECK ETF TRUST26.0K shares-5.18%2026-03-312026-05-04

HON HONEYWELL INTL INC11.1K shares5.63%2026-03-312026-05-04

CCD CALAMOS DYNAMIC CONV & INCOM116.4K shares2.67%2026-03-312026-05-04

FTLS FIRST TR EXCH TRADED FD III35.2K shares-0.84%2026-03-312026-05-04

WFC WELLS FARGO & CO30.7K shares2.10%2026-03-312026-05-04

JGLO J P MORGAN EXCHANGE TRADED F37.5K shares-26.35%2026-03-312026-05-04

BP BP PLC51.8K shares-1.81%2026-03-312026-05-04

MCK MCKESSON CORP2.8K shares-0.04%2026-03-312026-05-04

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MGK VANGUARD WORLD FD6.6K shares6.84%2026-03-312026-05-04

CITIGROUP INC CITIGROUP INC21.2K shares17.14%2026-03-312026-05-04

EALT INNOVATOR ETFS TRUST71.4K shares-72.41%2026-03-312026-05-04

ROCKET LAB CORP ROCKET LAB CORP36.8K shares-25.07%2026-03-312026-05-04

DFAT DIMENSIONAL ETF TRUST37.8K shares1.51%2026-03-312026-05-04

FTGC FIRST TR EXCHANGE TRAD FD VI82.1K shares72.21%2026-03-312026-05-04

HPE HEWLETT PACKARD ENTERPRISE C99.0K shares-4.72%2026-03-312026-05-04

DE DEERE & CO4.2K shares3.58%2026-03-312026-05-04

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AXP AMERICAN EXPRESS CO7.7K shares0.23%2026-03-312026-05-04

FDIV EA SERIES TRUST85.3K shares79.57%2026-03-312026-05-04

SDY SPDR SERIES TRUST15.6K shares-5.86%2026-03-312026-05-04

WPC WP CAREY INC33.4K shares14.19%2026-03-312026-05-04

NUE NUCOR CORP13.3K shares0.47%2026-03-312026-05-04

PAUG INNOVATOR ETFS TRUST52.7K shares10.60%2026-03-312026-05-04

WM WASTE MGMT INC DEL9.7K shares-10.34%2026-03-312026-05-04

SRE SEMPRA22.9K shares8.81%2026-03-312026-05-04

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MPC MARATHON PETE CORP9.1K shares-0.32%2026-03-312026-05-04

ZJAN INNOVATOR ETFS TRUST81.1K shares80.29%2026-03-312026-05-04

OXY.WS OCCIDENTAL PETE CORP51.5K shares1.00%2026-03-312026-05-04

NEM NEWMONT CORP20.4K shares-8.71%2026-03-312026-05-04

SUB ISHARES TR20.7K shares-2.03%2026-03-312026-05-04

PRU PRUDENTIAL FINL INC22.2K shares19.72%2026-03-312026-05-04

COIN COINBASE GLOBAL INC12.4K shares33.66%2026-03-312026-05-04

DFAE DIMENSIONAL ETF TRUST63.9K shares9.53%2026-03-312026-05-04

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IWY ISHARES TR8.7K shares-5.57%2026-03-312026-05-04

PBF PBF ENERGY INC45.0K shares0.08%2026-03-312026-05-04

VLO VALERO ENERGY CORP8.6K shares-2.09%2026-03-312026-05-04

TMFC RBB FD INC32.2K shares5.18%2026-03-312026-05-04

CEG CONSTELLATION ENERGY CORP7.6K shares147.55%2026-03-312026-05-04

DFEB FIRST TR EXCHNG TRADED FD VI44.5K shares4.71%2026-03-312026-05-04

LAM RESEARCH CORP LAM RESEARCH CORP9.8K shares-32.55%2026-03-312026-05-04

NOC NORTHROP GRUMMAN CORP3.0K shares0.46%2026-03-312026-05-04

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SKYY FIRST TR EXCHANGE-TRADED FD18.8K shares59.36%2026-03-312026-05-04

NAD NUVEEN QUALITY MUNCP INCOME178.5K shares0.51%2026-03-312026-05-04

PBR.A PETROLEO BRASILEIRO S A109.4K shares12.19%2026-03-312026-05-04

SLYV SPDR SERIES TRUST21.7K shares-5.92%2026-03-312026-05-04

LNG CHENIERE ENERGY INC7.2K shares4.41%2026-03-312026-05-04

NET CLOUDFLARE INC9.9K shares3.44%2026-03-312026-05-04

SHYL DBX ETF TR45.6K shares-11.36%2026-03-312026-05-04

CB CHUBB LTD SWITZ6.2K shares-1.44%2026-03-312026-05-04

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AFL AFLAC INC18.4K shares5.58%2026-03-312026-05-04

PUMP PROPETRO HLDG CORP139.8K shares0.00%2026-03-312026-05-04

ISPY PROSHARES TR45.9K shares72.24%2026-03-312026-05-04

MUB ISHARES TR18.7K shares-6.85%2026-03-312026-05-04

CGMM CAPITAL GROUP EQUITY ETF TR67.6K shares308.24%2026-03-312026-05-04

TIP ISHARES TR18.0K shares10.88%2026-03-312026-05-04

TROW PRICE T ROWE GROUP INC22.0K shares5.00%2026-03-312026-05-04

VAL VALARIS LTD20.2K shares-9.71%2026-03-312026-05-04

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BLACKSTONE INC BLACKSTONE INC17.0K shares5.08%2026-03-312026-05-04

FTCS FIRST TR EXCHANGE-TRADED FD20.9K shares-0.71%2026-03-312026-05-04

SPSB SPDR SERIES TRUST64.4K shares-13.19%2026-03-312026-05-04

UNP UNION PAC CORP8.0K shares1.48%2026-03-312026-05-04

ALPS ETF TR ALPS ETF TR36.7K shares138.54%2026-03-312026-05-04

XNTK SPDR SERIES TRUST7.4K shares0.55%2026-03-312026-05-04

IYF ISHARES TR16.1K shares-4.54%2026-03-312026-05-04

SIVR ABRDN SILVER ETF TRUST26.0K shares-52.43%2026-03-312026-05-04

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GDX VANECK ETF TRUST20.3K shares-62.00%2026-03-312026-05-04

XLP SELECT SECTOR SPDR TR22.7K shares23.09%2026-03-312026-05-04

SPHY SPDR SERIES TRUST79.3K shares44.32%2026-03-312026-05-04

VBR VANGUARD INDEX FDS8.5K shares-5.63%2026-03-312026-05-04

FLOT ISHARES TR36.0K shares-2.86%2026-03-312026-05-04

WELL WELLTOWER INC9.3K shares231.16%2026-03-312026-05-04

PCAR PACCAR INC15.8K shares-1.70%2026-03-312026-05-04

SPDR SERIES TRUST SPDR SERIES TRUST19.1K shares38.15%2026-03-312026-05-04

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LVHI LEGG MASON ETF INVT45.0K shares8.52%2026-03-312026-05-04

AOR ISHARES TR28.1K shares4.06%2026-03-312026-05-04

SCHP SCHWAB STRATEGIC TR67.5K shares1.56%2026-03-312026-05-04

TLT ISHARES TR20.6K shares13.30%2026-03-312026-05-04

ADP AUTOMATIC DATA PROCESSING IN8.8K shares-11.46%2026-03-312026-05-04

KRP KIMBELL RTY PARTNERS LP123.1K shares16.53%2026-03-312026-05-04

XBI SPDR SERIES TRUST13.9K shares-0.99%2026-03-312026-05-04

TAXF AMERICAN CENTY ETF TR35.6K shares2.38%2026-03-312026-05-04

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CCJ CAMECO CORP16.4K shares-36.88%2026-03-312026-05-04

SYK STRYKER CORPORATION5.4K shares0.02%2026-03-312026-05-04

AEP AMERICAN ELEC PWR CO INC13.4K shares1.38%2026-03-312026-05-04

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD105.0K shares-10.81%2026-03-312026-05-04

JBL JABIL INC6.5K shares-1.68%2026-03-312026-05-04

FMHI FIRST TR EXCH TRADED FD III36.5K shares-0.24%2026-03-312026-05-04

BNDC FLEXSHARES TR77.9K shares0.94%2026-03-312026-05-04

DHR DANAHER CORP DEL9.1K shares-3.38%2026-03-312026-05-04

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TFC TRUIST FINL CORP37.4K shares-6.27%2026-03-312026-05-04

VTEB VANGUARD MUN BD FDS34.5K shares6.01%2026-03-312026-05-04

ASTS AST SPACEMOBILE INC20.7K shares-46.11%2026-03-312026-05-04

CORP PIMCO ETF TR17.6K shares404.98%2026-03-312026-05-04

FIX COMFORT SYS USA INC1.2K sharesnew addition2026-03-312026-05-04

MELI MERCADOLIBRE INC987 shares4.89%2026-03-312026-05-04

PAVE GLOBAL X FDS33.6K shares-8.04%2026-03-312026-05-04

UNFI UNITED NAT FOODS INC37.5K shares-6.96%2026-03-312026-05-04

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HDV ISHARES TR12.5K shares-9.82%2026-03-312026-05-04

ABT ABBOTT LABORATORIES16.4K shares-12.67%2026-03-312026-05-04

SCHQ SCHWAB STRATEGIC TR53.4K shares-10.52%2026-03-312026-05-04

LYB LYONDELLBASELL INDUSTRIES NV20.8K shares1.54%2026-03-312026-05-04

FXU FIRST TR EXCHANGE-TRADED FD33.8K sharesnew addition2026-03-312026-05-04

PAPR INNOVATOR ETFS TRUST42.1K shares-5.72%2026-03-312026-05-04

DFSV DIMENSIONAL ETF TRUST47.5K shares3.24%2026-03-312026-05-04

CGNG CAPITAL GROUP NEW GEOGRAPHY52.7K shares545.84%2026-03-312026-05-04

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NE NOBLE CORP PLC33.8K shares-0.12%2026-03-312026-05-04

MINT PIMCO ETF TR16.5K shares15.92%2026-03-312026-05-04

CELESTICA INC CELESTICA INC5.8K shares-45.07%2026-03-312026-05-04

ICF ISHARES TR26.4K shares16.07%2026-03-312026-05-04

XLRE SELECT SECTOR SPDR TR39.9K shares20.27%2026-03-312026-05-04

CGDG CAPITAL GROUP DIVIDEND GROWE45.0K shares23.12%2026-03-312026-05-04

FJAN FIRST TR EXCHNG TRADED FD VI31.9K shares107.34%2026-03-312026-05-04

QYLD GLOBAL X FDS93.5K shares17.24%2026-03-312026-05-04

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SAMT ADVISORS INNER CIRCLE FD III40.8K shares11.77%2026-03-312026-05-04

OMC OMNICOM GROUP INC21.2K shares-7.50%2026-03-312026-05-04

TMO THERMO FISHER SCIENTIFIC INC3.3K shares18.14%2026-03-312026-05-04

LEG LEGGETT & PLATT INC161.0K shares-4.05%2026-03-312026-05-04

BLCR BLACKROCK ETF TRUST38.7K sharesnew addition2026-03-312026-05-04

PARR PAR PAC HOLDINGS INC25.2K shares-28.84%2026-03-312026-05-04

TLTW ISHARES TR69.4K shares153.68%2026-03-312026-05-04

VRTX VERTEX PHARMACEUTICALS INC3.5K shares0.95%2026-03-312026-05-04

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AMR ALPHA METALLURGICAL RESOUR I7.5K shares0.00%2026-03-312026-05-04

IYE ISHARES TR23.9K shares0.09%2026-03-312026-05-04

ADM ARCHER DANIELS MIDLAND CO21.2K shares-2.33%2026-03-312026-05-04

CLOI VANECK ETF TRUST29.1K shares4.54%2026-03-312026-05-04

IYM ISHARES TR8.7K shares8.42%2026-03-312026-05-04

LULU LULULEMON ATHLETICA INC9.9K shares-5.86%2026-03-312026-05-04

DMAR FIRST TR EXCHNG TRADED FD VI35.5K shares-1.61%2026-03-312026-05-04

MGA MAGNA INTL INC26.9K shares2.63%2026-03-312026-05-04

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ETV EATON VANCE TAX-MANAGED BUY-109.5K shares0.12%2026-03-312026-05-04

TRIN TRINITY CAP INC101.1K shares6.58%2026-03-312026-05-04

LBRT LIBERTY ENERGY INC51.4K shares-25.02%2026-03-312026-05-04

PPA INVESCO EXCHANGE TRADED FD T8.9K shares102.69%2026-03-312026-05-04

TEI TEMPLETON EMERGING MKTS INCO244.4K shares-7.60%2026-03-312026-05-04

EMXC ISHARES INC18.5K shares-21.64%2026-03-312026-05-04

VONE VANGUARD SCOTTSDALE FDS4.9K shares-8.45%2026-03-312026-05-04

RSG REPUBLIC SVCS INC6.6K shares-5.23%2026-03-312026-05-04

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TMUS T-MOBILE US INC6.9K shares0.32%2026-03-312026-05-04

IYC ISHARES TR14.8K shares-3.15%2026-03-312026-05-04

RQI COHEN & STEERS QUALITY INCOM119.3K shares-5.48%2026-03-312026-05-04

VIGI VANGUARD WHITEHALL FDS16.2K shares14.80%2026-03-312026-05-04

DMAY FIRST TR EXCHNG TRADED FD VI31.7K shares-2.46%2026-03-312026-05-04

JPIB J P MORGAN EXCHANGE TRADED F29.6K shares10.67%2026-03-312026-05-04

MPLX MPLX LP24.8K shares26.85%2026-03-312026-05-04

VV VANGUARD INDEX FDS4.7K shares-15.53%2026-03-312026-05-04

Sponsored

XLB SELECT SECTOR SPDR TR28.2K shares343.39%2026-03-312026-05-04

IJS ISHARES TR11.8K shares383.55%2026-03-312026-05-04

SCHJ SCHWAB STRATEGIC TR56.3K shares6.52%2026-03-312026-05-04

FLQM FRANKLIN TEMPLETON ETF TR25.3K shares-6.36%2026-03-312026-05-04

FSMB FIRST TR EXCH TRADED FD III69.3K shares0.17%2026-03-312026-05-04

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC13.9K shares-3.41%2026-03-312026-05-04

IAGG ISHARES TR27.6K shares27.74%2026-03-312026-05-04

CHRW C H ROBINSON WORLDWIDE IN8.3K shares-9.80%2026-03-312026-05-04

Sponsored

IWMI NEOS ETF TRUST29.0K shares1.94%2026-03-312026-05-04

THE CIGNA GROUP THE CIGNA GROUP5.1K shares-1.16%2026-03-312026-05-04

HP INC HP INC71.1K shares11.35%2026-03-312026-05-04

VDC VANGUARD WORLD FD6.0K shares-10.04%2026-03-312026-05-04

HOOD ROBINHOOD MKTS INC19.4K shares-16.12%2026-03-312026-05-04

IGLD FIRST TR EXCHANGE-TRADED FD52.5K shares28.22%2026-03-312026-05-04

FRDM EA SERIES TRUST24.5K shares-0.92%2026-03-312026-05-04

BUNGE GLOBAL SA BUNGE GLOBAL SA10.4K shares0.09%2026-03-312026-05-04

Sponsored

SCHE SCHWAB STRATEGIC TR40.1K shares-51.17%2026-03-312026-05-04

GM GENERAL MTRS CO17.7K shares2.54%2026-03-312026-05-04

DY DYCOM INDS INC3.9K sharesnew addition2026-03-312026-05-04

VLUE ISHARES TR9.3K shares1.17%2026-03-312026-05-04

ACWV ISHARES INC11.0K shares13.93%2026-03-312026-05-04

KRE SPDR SERIES TRUST20.1K shares30.49%2026-03-312026-05-04

EFSC ENTERPRISE FINL SVCS CORP24.1K shares-0.02%2026-03-312026-05-04

VDE VANGUARD WORLD FD7.5K shares-24.51%2026-03-312026-05-04

Sponsored

SYSB ISHARES TR14.6K shares-30.27%2026-03-312026-05-04

HBAN HUNTINGTON BANCSHARES INC82.6K sharesnew addition2026-03-312026-05-04

MMM 3M CO8.9K shares-1.11%2026-03-312026-05-04

SFLR INNOVATOR ETFS TRUST36.4K shares-41.94%2026-03-312026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

1.43%

Shares400.6K

Event2026-03-31

Filed2026-05-04

IEF

ISHARES TR

2.87%

Shares2.2M

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

-2.26%

Shares639.3K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

-3.11%

Shares206.6K

Event2026-03-31

Filed2026-05-04

SGOV

ISHARES TR

1.34%

Shares1.0M

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

1.73%

Shares214.3K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

7.88%

Shares241.1K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

13.58%

Shares107.3K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

3.79%

Shares68.3K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

-0.72%

Shares345.0K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

6.21%

Shares830.6K

Event2026-03-31

Filed2026-05-04

IGIB

ISHARES TR

-2.78%

Shares888.7K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

2.33%

Shares225.0K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

13.68%

Shares78.0K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

1.13%

Shares131.6K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-10.15%

Shares124.3K

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD INTL EQUITY INDEX F

6.00%

Shares601.3K

Event2026-03-31

Filed2026-05-04

PYLD

PIMCO ETF TR

103.09%

Shares1.2M

Event2026-03-31

Filed2026-05-04

BIL

SPDR SERIES TRUST

-11.12%

Shares338.1K

Event2026-03-31

Filed2026-05-04

META

META PLATFORMS INC

4.61%

Shares53.6K

Event2026-03-31

Filed2026-05-04

VYM

VANGUARD WHITEHALL FDS

0.49%

Shares198.0K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

-0.34%

Shares98.3K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

-2.40%

Shares87.5K

Event2026-03-31

Filed2026-05-04

PJAN

INNOVATOR ETFS TRUST

37.66%

Shares577.5K

Event2026-03-31

Filed2026-05-04

AGG

ISHARES TR

3.74%

Shares263.2K

Event2026-03-31

Filed2026-05-04

NJAN

INNOVATOR ETFS TRUST

46.05%

Shares484.5K

Event2026-03-31

Filed2026-05-04

VIG

VANGUARD SPECIALIZED FUNDS

-2.19%

Shares117.6K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

2.01%

Shares128.3K

Event2026-03-31

Filed2026-05-04

CBSH

COMMERCE BANCSHARES INC

0.01%

Shares492.7K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

18.44%

Shares23.8K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

3.27%

Shares72.2K

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

-1.09%

Shares59.1K

Event2026-03-31

Filed2026-05-04

TFLO

ISHARES TR

219.50%

Shares432.0K

Event2026-03-31

Filed2026-05-04

SCHG

SCHWAB STRATEGIC TR

0.90%

Shares721.2K

Event2026-03-31

Filed2026-05-04

JCPB

J P MORGAN EXCHANGE TRADED F

24.35%

Shares444.7K

Event2026-03-31

Filed2026-05-04

CGGR

CAPITAL GROUP GROWTH ETF

24.09%

Shares513.2K

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

0.98%

Shares92.8K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

1.82%

Shares105.6K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

15.18%

Shares142.1K

Event2026-03-31

Filed2026-05-04

CGDV

CAPITAL GROUP DIVIDEND VALUE

72.47%

Shares405.7K

Event2026-03-31

Filed2026-05-04

DGRO

ISHARES TR

2.84%

Shares244.4K

Event2026-03-31

Filed2026-05-04

SCHV

SCHWAB STRATEGIC TR

-7.08%

Shares556.9K

Event2026-03-31

Filed2026-05-04

DYNF

BLACKROCK ETF TRUST

-2.72%

Shares290.0K

Event2026-03-31

Filed2026-05-04

NFLX

NETFLIX INC.

19.12%

Shares168.7K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

10.44%

Shares37.4K

Event2026-03-31

Filed2026-05-04

SCHZ

SCHWAB STRATEGIC TR

-0.44%

Shares687.8K

Event2026-03-31

Filed2026-05-04

OHI

OMEGA HEALTHCARE INVS INC

6.37%

Shares362.1K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES TR

2.28%

Shares139.5K

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

7.16%

Shares36.1K

Event2026-03-31

Filed2026-05-04

XLK

SELECT SECTOR SPDR TR

-7.81%

Shares108.3K

Event2026-03-31

Filed2026-05-04

SCHD

SCHWAB STRATEGIC TR

-5.49%

Shares467.2K

Event2026-03-31

Filed2026-05-04

SECT

NORTHERN LTS FD TR IV

0.04%

Shares234.3K

Event2026-03-31

Filed2026-05-04

GOVT

ISHARES TR

20.22%

Shares613.0K

Event2026-03-31

Filed2026-05-04

IQLT

ISHARES TR

42.76%

Shares302.3K

Event2026-03-31

Filed2026-05-04

GSY

INVESCO ACTIVELY MANAGED EXC

11.40%

Shares277.0K

Event2026-03-31

Filed2026-05-04

SPYM

SPDR SERIES TRUST

-6.83%

Shares180.7K

Event2026-03-31

Filed2026-05-04

VGT

VANGUARD WORLD FD

3.22%

Shares19.6K

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

7.61%

Shares19.3K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

-2.19%

Shares55.4K

Event2026-03-31

Filed2026-05-04

IRM

IRON MTN INC DEL

5.07%

Shares129.1K

Event2026-03-31

Filed2026-05-04

VISA INC

-1.59%

Shares43.4K

Event2026-03-31

Filed2026-05-04

IVE

ISHARES TR

8.87%

Shares61.3K

Event2026-03-31

Filed2026-05-04

CGUS

CAPITAL GROUP CORE EQUITY ET

42.43%

Shares316.9K

Event2026-03-31

Filed2026-05-04

VONG

VANGUARD SCOTTSDALE FDS

6.40%

Shares109.9K

Event2026-03-31

Filed2026-05-04

RUNN

STRATEGIC TRUST

0.05%

Shares373.3K

Event2026-03-31

Filed2026-05-04

BNDX

VANGUARD CHARLOTTE FDS

11.31%

Shares248.4K

Event2026-03-31

Filed2026-05-04

BSV

VANGUARD BD INDEX FDS

8.37%

Shares151.5K

Event2026-03-31

Filed2026-05-04

CSCO

CISCO SYS INC

2.94%

Shares152.2K

Event2026-03-31

Filed2026-05-04

JPST

J P MORGAN EXCHANGE TRADED F

-10.40%

Shares229.3K

Event2026-03-31

Filed2026-05-04

JAAA

JANUS DETROIT STR TR

-1.67%

Shares229.4K

Event2026-03-31

Filed2026-05-04

VMBS

VANGUARD SCOTTSDALE FDS

19.99%

Shares244.6K

Event2026-03-31

Filed2026-05-04

BUFF

INNOVATOR ETFS TRUST

6.77%

Shares232.1K

Event2026-03-31

Filed2026-05-04

CGCP

CAPITAL GRP FIXED INCM ETF T

3.16%

Shares512.1K

Event2026-03-31

Filed2026-05-04

FBND

FIDELITY MERRIMACK STR TR

57.13%

Shares249.9K

Event2026-03-31

Filed2026-05-04

VXF

VANGUARD INDEX FDS

3.12%

Shares54.0K

Event2026-03-31

Filed2026-05-04

AMD

ADVANCED MICRO DEVICES INC

-17.73%

Shares54.3K

Event2026-03-31

Filed2026-05-04

KBWP

INVESCO EXCH TRADED FD TR II

3.52%

Shares92.3K

Event2026-03-31

Filed2026-05-04

FTEC

FIDELITY COVINGTON TRUST

12.72%

Shares52.6K

Event2026-03-31

Filed2026-05-04

SMH

VANECK ETF TRUST

-17.88%

Shares28.4K

Event2026-03-31

Filed2026-05-04

MISL

FIRST TR EXCHANGE-TRADED FD

3.16%

Shares239.5K

Event2026-03-31

Filed2026-05-04

VOOG

VANGUARD ADMIRAL FDS INC

14.42%

Shares25.9K

Event2026-03-31

Filed2026-05-04

SPDW

SPDR INDEX SHS FDS

5.32%

Shares228.7K

Event2026-03-31

Filed2026-05-04

HYG

ISHARES TR

1.35%

Shares130.6K

Event2026-03-31

Filed2026-05-04

SCHO

SCHWAB STRATEGIC TR

-0.78%

Shares425.6K

Event2026-03-31

Filed2026-05-04

BND

VANGUARD BD INDEX FDS

0.09%

Shares138.4K

Event2026-03-31

Filed2026-05-04

BOXX

EA SERIES TRUST

0.88%

Shares86.0K

Event2026-03-31

Filed2026-05-04

CIBR

FIRST TR EXCHANGE-TRADED FD

2.46%

Shares158.6K

Event2026-03-31

Filed2026-05-04

XLE

SELECT SECTOR SPDR TR

21.09%

Shares159.2K

Event2026-03-31

Filed2026-05-04

IGSB

ISHARES TR

-65.43%

Shares185.5K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

37.17%

Shares33.5K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC

0.72%

Shares29.0K

Event2026-03-31

Filed2026-05-04

VOTE

TCW ETF TRUST

-0.19%

Shares124.9K

Event2026-03-31

Filed2026-05-04

MERCK & CO INC

-1.56%

Shares77.6K

Event2026-03-31

Filed2026-05-04

AVUV

AMERICAN CENTY ETF TR

7.01%

Shares84.4K

Event2026-03-31

Filed2026-05-04

VOOV

VANGUARD ADMIRAL FDS INC

1.71%

Shares45.5K

Event2026-03-31

Filed2026-05-04

PLTR

PALANTIR TECHNOLOGIES INC

-9.08%

Shares63.4K

Event2026-03-31

Filed2026-05-04

FTSM

FIRST TR EXCHANGE-TRADED FD

-26.33%

Shares150.4K

Event2026-03-31

Filed2026-05-04

VCIT

VANGUARD SCOTTSDALE FDS

91.24%

Shares106.2K

Event2026-03-31

Filed2026-05-04

QBUF

INNOVATOR ETFS TRUST

-0.29%

Shares299.2K

Event2026-03-31

Filed2026-05-04

IBM

INTERNATIONAL BUSINESS MACHS

10.91%

Shares35.5K

Event2026-03-31

Filed2026-05-04

DVY

ISHARES TR

-7.72%

Shares55.9K

Event2026-03-31

Filed2026-05-04

LMBS

FIRST TR EXCHANGE-TRADED FD

10.75%

Shares169.2K

Event2026-03-31

Filed2026-05-04

ICSH

ISHARES TR

-34.05%

Shares165.4K

Event2026-03-31

Filed2026-05-04

BALT

INNOVATOR ETFS TRUST

-11.96%

Shares250.1K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

8.47%

Shares57.4K

Event2026-03-31

Filed2026-05-04

ORCL

ORACLE CORP

-5.16%

Shares55.2K

Event2026-03-31

Filed2026-05-04

ALTRIA GROUP INC

4.27%

Shares123.0K

Event2026-03-31

Filed2026-05-04

FESM

FIDELITY COVINGTON TRUST

30.98%

Shares212.2K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-13.40%

Shares30.6K

Event2026-03-31

Filed2026-05-04

VERIZON COMMUNICATIONS INC

-12.76%

Shares159.2K

Event2026-03-31

Filed2026-05-04

IWF

ISHARES TR

-0.30%

Shares18.7K

Event2026-03-31

Filed2026-05-04

SLYG

SPDR SERIES TRUST

-4.85%

Shares82.4K

Event2026-03-31

Filed2026-05-04

SHY

ISHARES TR

5.67%

Shares95.4K

Event2026-03-31

Filed2026-05-04

UPS

UNITED PARCEL SVCS INC

-10.16%

Shares80.1K

Event2026-03-31

Filed2026-05-04

JPIE

J P MORGAN EXCHANGE TRADED F

1.66%

Shares170.9K

Event2026-03-31

Filed2026-05-04

EPD

ENTERPRISE PRODS PARTNERS L

1.28%

Shares207.0K

Event2026-03-31

Filed2026-05-04

JEPI

J P MORGAN EXCHANGE TRADED F

4.33%

Shares138.0K

Event2026-03-31

Filed2026-05-04

IBHH

ISHARES TR

7.01%

Shares333.0K

Event2026-03-31

Filed2026-05-04

MICRON TECHNOLOGY INC

49.25%

Shares23.0K

Event2026-03-31

Filed2026-05-04

HFSI

HARTFORD FDS EXCHANGE TRADED

New

Shares222.5K

Event2026-03-31

Filed2026-05-04

QUAL

ISHARES TR

-13.01%

Shares39.8K

Event2026-03-31

Filed2026-05-04

IBHF

ISHARES TR

8.79%

Shares330.6K

Event2026-03-31

Filed2026-05-04

IBIT

ISHARES BITCOIN TRUST ETF

5.63%

Shares196.9K

Event2026-03-31

Filed2026-05-04

RTX

RTX CORPORATION

-11.84%

Shares39.2K

Event2026-03-31

Filed2026-05-04

IDV

ISHARES TR

154.25%

Shares176.2K

Event2026-03-31

Filed2026-05-04

SPYG

SPDR SERIES TRUST

6.95%

Shares76.1K

Event2026-03-31

Filed2026-05-04

LMT

LOCKHEED MARTIN CORP

-2.33%

Shares12.3K

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

8.83%

Shares29.8K

Event2026-03-31

Filed2026-05-04

SPYV

SPDR SERIES TRUST

5.19%

Shares130.4K

Event2026-03-31

Filed2026-05-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

19.46%

Shares21.8K

Event2026-03-31

Filed2026-05-04

SCHB

SCHWAB STRATEGIC TR

1.16%

Shares287.1K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

33.08%

Shares37.4K

Event2026-03-31

Filed2026-05-04

CGGO

CAPITAL GROUP GBL GROWTH EQT

4.80%

Shares214.1K

Event2026-03-31

Filed2026-05-04

BIV

VANGUARD BD INDEX FDS

7.56%

Shares91.4K

Event2026-03-31

Filed2026-05-04

SHV

ISHARES TR

6.12%

Shares63.6K

Event2026-03-31

Filed2026-05-04

SJNK

SPDR SERIES TRUST

30.72%

Shares280.8K

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

-7.92%

Shares31.7K

Event2026-03-31

Filed2026-05-04

PHILIP MORRIS INTL INC

10.15%

Shares41.5K

Event2026-03-31

Filed2026-05-04

BAI

BLACKROCK ETF TRUST

11.23%

Shares206.9K

Event2026-03-31

Filed2026-05-04

SPTM

SPDR SERIES TRUST

2.55%

Shares85.9K

Event2026-03-31

Filed2026-05-04

LQD

ISHARES TR

-1.66%

Shares60.7K

Event2026-03-31

Filed2026-05-04

PFE

PFIZER INC

-3.68%

Shares234.9K

Event2026-03-31

Filed2026-05-04

JUNM

FIRST TR EXCHNG TRADED FD VI

-2.57%

Shares191.5K

Event2026-03-31

Filed2026-05-04

BLV

VANGUARD BD INDEX FDS

28.03%

Shares95.4K

Event2026-03-31

Filed2026-05-04

VONV

VANGUARD SCOTTSDALE FDS

2.56%

Shares69.9K

Event2026-03-31

Filed2026-05-04

IUSV

ISHARES TR

2.07%

Shares63.9K

Event2026-03-31

Filed2026-05-04

QQQM

INVESCO EXCH TRADED FD TR II

-3.26%

Shares27.4K

Event2026-03-31

Filed2026-05-04

BOEING CO

23.14%

Shares32.0K

Event2026-03-31

Filed2026-05-04

BINC

BLACKROCK ETF TRUST II

14.57%

Shares122.3K

Event2026-03-31

Filed2026-05-04

XLF

SELECT SECTOR SPDR TR

-23.84%

Shares127.9K

Event2026-03-31

Filed2026-05-04

SLV

ISHARES SILVER TR

-35.43%

Shares92.2K

Event2026-03-31

Filed2026-05-04

DOCT

FIRST TR EXCHNG TRADED FD VI

-1.96%

Shares144.3K

Event2026-03-31

Filed2026-05-04

ARCC

ARES CAPITAL CORP

0.98%

Shares346.6K

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

0.91%

Shares89.4K

Event2026-03-31

Filed2026-05-04

FVD

FIRST TR EXCHANGE-TRADED FD

9.02%

Shares131.4K

Event2026-03-31

Filed2026-05-04

RDVY

FIRST TR EXCHANGE TRADED FD

5.19%

Shares90.5K

Event2026-03-31

Filed2026-05-04

SBUX

STARBUCKS CORP

44.55%

Shares68.7K

Event2026-03-31

Filed2026-05-04

JCI

JOHNSON CONTROLS INTERNATION

0.49%

Shares46.9K

Event2026-03-31

Filed2026-05-04

SCHX

SCHWAB STRATEGIC TR

-0.38%

Shares237.8K

Event2026-03-31

Filed2026-05-04

DIS

DISNEY WALT CO

4.18%

Shares63.1K

Event2026-03-31

Filed2026-05-04

ITA

ISHARES TR

328.47%

Shares27.5K

Event2026-03-31

Filed2026-05-04

XLI

SELECT SECTOR SPDR TR

-4.10%

Shares37.1K

Event2026-03-31

Filed2026-05-04

ISHARES GOLD TR

-58.38%

Shares67.5K

Event2026-03-31

Filed2026-05-04

IUSB

ISHARES TR

-57.57%

Shares128.7K

Event2026-03-31

Filed2026-05-04

GOLDMAN SACHS GROUP INC

-10.98%

Shares6.9K

Event2026-03-31

Filed2026-05-04

VIOV

VANGUARD ADMIRAL FDS INC

2.81%

Shares56.8K

Event2026-03-31

Filed2026-05-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares8

Event2026-03-31

Filed2026-05-04

AT&T INC

-14.16%

Shares197.7K

Event2026-03-31

Filed2026-05-04

CGIC

CAPITAL GROUP INTERNATIONAL

176.29%

Shares169.6K

Event2026-03-31

Filed2026-05-04

EEM

ISHARES TR

152.18%

Shares98.8K

Event2026-03-31

Filed2026-05-04

DFAI

DIMENSIONAL ETF TRUST

50.22%

Shares143.6K

Event2026-03-31

Filed2026-05-04

ESGU

ISHARES TR

-0.32%

Shares39.5K

Event2026-03-31

Filed2026-05-04

FENI

FIDELITY COVINGTON TRUST

199.84%

Shares149.7K

Event2026-03-31

Filed2026-05-04

EFV

ISHARES TR

-11.10%

Shares74.7K

Event2026-03-31

Filed2026-05-04

XLG

INVESCO EXCHANGE TRADED FD T

-39.25%

Shares99.6K

Event2026-03-31

Filed2026-05-04

KMB

KIMBERLY-CLARK CORP

11.78%

Shares55.2K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

-41.09%

Shares78.8K

Event2026-03-31

Filed2026-05-04

JEPQ

J P MORGAN EXCHANGE TRADED F

1.03%

Shares95.3K

Event2026-03-31

Filed2026-05-04

GIS

GENERAL MILLS INC

17.94%

Shares141.1K

Event2026-03-31

Filed2026-05-04

VOE

VANGUARD INDEX FDS

5.70%

Shares28.4K

Event2026-03-31

Filed2026-05-04

SPTL

SPDR SERIES TRUST

-41.47%

Shares198.9K

Event2026-03-31

Filed2026-05-04

PEP

PEPSICO INC

2.19%

Shares33.6K

Event2026-03-31

Filed2026-05-04

DAPR

FIRST TR EXCHNG TRADED FD VI

-2.87%

Shares129.2K

Event2026-03-31

Filed2026-05-04

COCA COLA CO

-1.71%

Shares67.3K

Event2026-03-31

Filed2026-05-04

CGMU

CAPITAL GRP FIXED INCM ETF T

8.18%

Shares188.1K

Event2026-03-31

Filed2026-05-04

HNGE

HINGE HEALTH INC

1.15%

Shares131.5K

Event2026-03-31

Filed2026-05-04

REALTY INCOME CORP

-14.90%

Shares82.8K

Event2026-03-31

Filed2026-05-04

SPMO

INVESCO EXCH TRADED FD TR II

-55.26%

Shares44.5K

Event2026-03-31

Filed2026-05-04

GEV

GE VERNOVA INC

-15.57%

Shares5.7K

Event2026-03-31

Filed2026-05-04

MCD

MCDONALDS CORP

7.78%

Shares16.0K

Event2026-03-31

Filed2026-05-04

XLU

SELECT SECTOR SPDR TR

10.92%

Shares108.3K

Event2026-03-31

Filed2026-05-04

MGV

VANGUARD WORLD FD

-9.22%

Shares34.0K

Event2026-03-31

Filed2026-05-04

JMST

J P MORGAN EXCHANGE TRADED F

4.55%

Shares96.2K

Event2026-03-31

Filed2026-05-04

INTC

INTEL CORP

0.44%

Shares110.9K

Event2026-03-31

Filed2026-05-04

SPMB

SPDR SERIES TRUST

22.89%

Shares217.3K

Event2026-03-31

Filed2026-05-04

SCHY

SCHWAB STRATEGIC TR

1.89%

Shares152.2K

Event2026-03-31

Filed2026-05-04

SCHI

SCHWAB STRATEGIC TR

19.38%

Shares212.1K

Event2026-03-31

Filed2026-05-04

BAC

BANK AMERICA CORP

0.54%

Shares98.1K

Event2026-03-31

Filed2026-05-04

SCHF

SCHWAB STRATEGIC TR

-0.28%

Shares191.4K

Event2026-03-31

Filed2026-05-04

CWI

SPDR INDEX SHS FDS

41.41%

Shares129.0K

Event2026-03-31

Filed2026-05-04

IWD

ISHARES TR

-1.31%

Shares21.8K

Event2026-03-31

Filed2026-05-04

UNH

UNITEDHEALTH GROUP INC

2.78%

Shares17.2K

Event2026-03-31

Filed2026-05-04

AMGN

AMGEN INC

-3.72%

Shares13.1K

Event2026-03-31

Filed2026-05-04

FBTC

FIDELITY WISE ORIGIN BITCOIN

8.78%

Shares77.9K

Event2026-03-31

Filed2026-05-04

AIRR

FIRST TR EXCHANGE TRADED FD

14.02%

Shares41.3K

Event2026-03-31

Filed2026-05-04

VANGUARD INTL EQUITY INDEX F

6.25%

Shares33.0K

Event2026-03-31

Filed2026-05-04

CEF

SPROTT ASSET MANAGEMENT LP

-40.70%

Shares94.8K

Event2026-03-31

Filed2026-05-04

EATON CORP PLC

10.62%

Shares12.6K

Event2026-03-31

Filed2026-05-04

DFAC

DIMENSIONAL ETF TRUST

-0.71%

Shares114.7K

Event2026-03-31

Filed2026-05-04

NUKZ

EXCHANGE TRADED CONCEPTS TRU

-29.68%

Shares67.7K

Event2026-03-31

Filed2026-05-04

VCSH

VANGUARD SCOTTSDALE FDS

20.53%

Shares56.2K

Event2026-03-31

Filed2026-05-04

VRT

VERTIV HOLDINGS CO

-21.84%

Shares17.6K

Event2026-03-31

Filed2026-05-04

ARISTA NETWORKS INC

-21.99%

Shares34.9K

Event2026-03-31

Filed2026-05-04

JQUA

J P MORGAN EXCHANGE TRADED F

0.02%

Shares69.9K

Event2026-03-31

Filed2026-05-04

FTHI

FIRST TR EXCHANGE TRADED FD

-0.53%

Shares186.6K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

-2.22%

Shares34.2K

Event2026-03-31

Filed2026-05-04

NOBL

PROSHARES TR

139.24%

Shares39.9K

Event2026-03-31

Filed2026-05-04

ASML

ASML HLDG NV

45.20%

Shares3.2K

Event2026-03-31

Filed2026-05-04

ENERGY TRANSFER L P

0.89%

Shares216.4K

Event2026-03-31

Filed2026-05-04

FIXD

FIRST TR EXCHNG TRADED FD VI

4.62%

Shares94.9K

Event2026-03-31

Filed2026-05-04

XJUN

FIRST TR EXCHNG TRADED FD VI

-0.31%

Shares96.1K

Event2026-03-31

Filed2026-05-04

QCOM

QUALCOMM INC

2.93%

Shares31.9K

Event2026-03-31

Filed2026-05-04

CRWD

CROWDSTRIKE HLDGS INC

7.74%

Shares10.5K

Event2026-03-31

Filed2026-05-04

ADBE

ADOBE INC

-1.54%

Shares16.7K

Event2026-03-31

Filed2026-05-04

XLC

SELECT SECTOR SPDR TR

-65.54%

Shares36.5K

Event2026-03-31

Filed2026-05-04

BOND

PIMCO ETF TR

New

Shares43.5K

Event2026-03-31

Filed2026-05-04

FBCG

FIDELITY COVINGTON TRUST

1.25%

Shares79.6K

Event2026-03-31

Filed2026-05-04

CRAK

VANECK ETF TRUST

New

Shares80.7K

Event2026-03-31

Filed2026-05-04

MEDTRONIC PLC

4.57%

Shares45.5K

Event2026-03-31

Filed2026-05-04

HEFA

ISHARES TR

-3.13%

Shares92.7K

Event2026-03-31

Filed2026-05-04

CSM

PROSHARES TR

0.00%

Shares52.3K

Event2026-03-31

Filed2026-05-04

WCMI

FIRST TR EXCHANGE-TRADED FD

1.14%

Shares233.3K

Event2026-03-31

Filed2026-05-04

EMLP

FIRST TR EXCHANGE-TRADED FD

30.80%

Shares87.7K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

4.90%

Shares42.3K

Event2026-03-31

Filed2026-05-04

GLDM

WORLD GOLD TR

-2.20%

Shares41.3K

Event2026-03-31

Filed2026-05-04

FMDE

FIDELITY COVINGTON TRUST

1768.40%

Shares105.7K

Event2026-03-31

Filed2026-05-04

VOT

VANGUARD INDEX FDS

3.96%

Shares14.7K

Event2026-03-31

Filed2026-05-04

IEO

ISHARES TR

-1.54%

Shares30.3K

Event2026-03-31

Filed2026-05-04

PULS

PGIM ETF TR

2.46%

Shares76.0K

Event2026-03-31

Filed2026-05-04

GRID

FIRST TR EXCHANGE-TRADED FD

14.22%

Shares22.8K

Event2026-03-31

Filed2026-05-04

DHS

WISDOMTREE TR

-0.13%

Shares34.0K

Event2026-03-31

Filed2026-05-04

AMAT

APPLIED MATLS INC

63.95%

Shares10.8K

Event2026-03-31

Filed2026-05-04

CPSL

CALAMOS ETF TR

4.11%

Shares135.5K

Event2026-03-31

Filed2026-05-04

KMI

KINDER MORGAN INC DEL

-0.16%

Shares109.7K

Event2026-03-31

Filed2026-05-04

RBUF

INNOVATOR ETFS TRUST

New

Shares125.5K

Event2026-03-31

Filed2026-05-04

EFAV

ISHARES TR

-3.14%

Shares40.0K

Event2026-03-31

Filed2026-05-04

IYW

ISHARES TR

-13.17%

Shares20.1K

Event2026-03-31

Filed2026-05-04

TBIL

RBB FD INC

145.71%

Shares72.8K

Event2026-03-31

Filed2026-05-04

THRO

BLACKROCK ETF TRUST

11.15%

Shares99.9K

Event2026-03-31

Filed2026-05-04

USB

US BANCORP

-0.21%

Shares69.4K

Event2026-03-31

Filed2026-05-04

EMR

EMERSON ELEC CO

9.74%

Shares27.4K

Event2026-03-31

Filed2026-05-04

BLACKROCK INC

10.51%

Shares3.7K

Event2026-03-31

Filed2026-05-04

AAAU

GOLDMAN SACHS PHYSICAL GOLD

-1.66%

Shares76.8K

Event2026-03-31

Filed2026-05-04

AOA

ISHARES TR

4.72%

Shares40.0K

Event2026-03-31

Filed2026-05-04

FMTM

EA SERIES TRUST

-3.79%

Shares100.4K

Event2026-03-31

Filed2026-05-04

MBB

ISHARES TR

-5.77%

Shares36.5K

Event2026-03-31

Filed2026-05-04

IBUF

INNOVATOR ETFS TRUST

651.79%

Shares116.7K

Event2026-03-31

Filed2026-05-04

SDVY

FIRST TR EXCHANGE TRADED FD

-13.62%

Shares86.4K

Event2026-03-31

Filed2026-05-04

XLV

SELECT SECTOR SPDR TR

-15.21%

Shares23.2K

Event2026-03-31

Filed2026-05-04

OEF

ISHARES TR

-52.55%

Shares10.6K

Event2026-03-31

Filed2026-05-04

FMB

FIRST TR EXCH TRADED FD III

9.03%

Shares66.4K

Event2026-03-31

Filed2026-05-04

GE AEROSPACE

-0.09%

Shares11.8K

Event2026-03-31

Filed2026-05-04

PANW

PALO ALTO NETWORKS INC

32.03%

Shares21.0K

Event2026-03-31

Filed2026-05-04

KLAC

KLA CORP

1.06%

Shares2.3K

Event2026-03-31

Filed2026-05-04

BUFR

FIRST TR EXCHNG TRADED FD VI

17.03%

Shares98.9K

Event2026-03-31

Filed2026-05-04

QLTY

GMO ETF TRUST

7.82%

Shares92.1K

Event2026-03-31

Filed2026-05-04

PHYL

PGIM ETF TR

22.80%

Shares95.9K

Event2026-03-31

Filed2026-05-04

CGMS

CAPITAL GRP FIXED INCM ETF T

852.38%

Shares121.9K

Event2026-03-31

Filed2026-05-04

SPYI

NEOS ETF TRUST

-1.31%

Shares66.5K

Event2026-03-31

Filed2026-05-04

UUP

INVESCO DB US DLR INDEX TR

New

Shares118.1K

Event2026-03-31

Filed2026-05-04

LOW

LOWES COS INC

7.19%

Shares13.6K

Event2026-03-31

Filed2026-05-04

UNILEVER PLC

6.55%

Shares56.2K

Event2026-03-31

Filed2026-05-04

TGT

TARGET CORP

-45.74%

Shares26.0K

Event2026-03-31

Filed2026-05-04

AOM

ISHARES TR

-2.02%

Shares66.2K

Event2026-03-31

Filed2026-05-04

SOUTHERN CO

9.67%

Shares32.4K

Event2026-03-31

Filed2026-05-04

IWB

ISHARES TR

0.07%

Shares8.8K

Event2026-03-31

Filed2026-05-04

PSX

PHILLIPS 66

-1.58%

Shares17.0K

Event2026-03-31

Filed2026-05-04

FIRST TR EXCHANGE TRADED FD

-1.92%

Shares50.9K

Event2026-03-31

Filed2026-05-04

SOXX

ISHARES TR

40.13%

Shares9.3K

Event2026-03-31

Filed2026-05-04

CGBL

CAPITAL GROUP CORE BALANCED

50.46%

Shares88.4K

Event2026-03-31

Filed2026-05-04

GENERAL DYNAMICS CORP

4.95%

Shares8.8K

Event2026-03-31

Filed2026-05-04

EBUF

INNOVATOR ETFS TRUST

393.29%

Shares102.3K

Event2026-03-31

Filed2026-05-04

ITOT

ISHARES TR

8.25%

Shares21.1K

Event2026-03-31

Filed2026-05-04

GILD

GILEAD SCIENCES INC

-3.45%

Shares21.4K

Event2026-03-31

Filed2026-05-04

STIP

ISHARES TR

-0.26%

Shares28.8K

Event2026-03-31

Filed2026-05-04

XTEN

BONDBLOXX ETF TRUST

24.20%

Shares64.9K

Event2026-03-31

Filed2026-05-04

JMUB

J P MORGAN EXCHANGE TRADED F

2.61%

Shares59.4K

Event2026-03-31

Filed2026-05-04

CRM

SALESFORCE INC

37.61%

Shares15.7K

Event2026-03-31

Filed2026-05-04

DUKE ENERGY CORP NEW

6.94%

Shares22.2K

Event2026-03-31

Filed2026-05-04

AVEM

AMERICAN CENTY ETF TR

224.74%

Shares36.0K

Event2026-03-31

Filed2026-05-04

NBSD

NEUBERGER BERMAN ETF TRUST

New

Shares56.9K

Event2026-03-31

Filed2026-05-04

SHYG

ISHARES TR

218.68%

Shares68.0K

Event2026-03-31

Filed2026-05-04

EFA

ISHARES TR

-16.44%

Shares29.6K

Event2026-03-31

Filed2026-05-04

TJX

TJX COS INC NEW

2.03%

Shares17.9K

Event2026-03-31

Filed2026-05-04

SHOP

SHOPIFY INC

10.61%

Shares24.1K

Event2026-03-31

Filed2026-05-04

JHPI

JOHN HANCOCK EXCHANGE TRADED

New

Shares126.6K

Event2026-03-31

Filed2026-05-04

PWR

QUANTA SVCS INC

-5.63%

Shares5.2K

Event2026-03-31

Filed2026-05-04

CSHI

NEOS ETF TRUST

32.97%

Shares56.9K

Event2026-03-31

Filed2026-05-04

FDHY

FIDELITY COVINGTON TRUST

New

Shares58.3K

Event2026-03-31

Filed2026-05-04

AEE

AMEREN CORP

-8.10%

Shares25.7K

Event2026-03-31

Filed2026-05-04

NEE

NEXTERA ENERGY INC

8.16%

Shares30.4K

Event2026-03-31

Filed2026-05-04

CGCB

CAPITAL GRP FIXED INCM ETF T

0.10%

Shares106.7K

Event2026-03-31

Filed2026-05-04

HYS

PIMCO ETF TR

New

Shares30.0K

Event2026-03-31

Filed2026-05-04

ARKW

ARK ETF TR

-1.66%

Shares23.1K

Event2026-03-31

Filed2026-05-04

EFG

ISHARES TR

-22.64%

Shares24.9K

Event2026-03-31

Filed2026-05-04

DFIV

DIMENSIONAL ETF TRUST

New

Shares52.2K

Event2026-03-31

Filed2026-05-04

DNOV

FIRST TR EXCHNG TRADED FD VI

-1.22%

Shares56.6K

Event2026-03-31

Filed2026-05-04

COP

CONOCOPHILLIPS

-2.72%

Shares20.1K

Event2026-03-31

Filed2026-05-04

MASTERCARD INCORPORATED

-9.05%

Shares5.3K

Event2026-03-31

Filed2026-05-04

JPEF

J P MORGAN EXCHANGE TRADED F

2.14%

Shares36.9K

Event2026-03-31

Filed2026-05-04

PFF

ISHARES TR

-6.54%

Shares87.1K

Event2026-03-31

Filed2026-05-04

TIPX

SPDR SERIES TRUST

0.65%

Shares137.5K

Event2026-03-31

Filed2026-05-04

SHLD

GLOBAL X FDS

91.67%

Shares37.2K

Event2026-03-31

Filed2026-05-04

VEU

VANGUARD INTL EQUITY INDEX F

-4.10%

Shares35.1K

Event2026-03-31

Filed2026-05-04

BMY

BRISTOL-MYERS SQUIBB CO

-60.21%

Shares43.4K

Event2026-03-31

Filed2026-05-04

FAF

FIRST AMERN FINL CORP

0.00%

Shares43.6K

Event2026-03-31

Filed2026-05-04

TPL

TEXAS PACIFIC LAND CORPORATI

-30.89%

Shares5.5K

Event2026-03-31

Filed2026-05-04

ETFS GOLD TR

-4.33%

Shares58.6K

Event2026-03-31

Filed2026-05-04

USHY

ISHARES TR

30.27%

Shares71.0K

Event2026-03-31

Filed2026-05-04

USMV

ISHARES TR

-17.27%

Shares28.2K

Event2026-03-31

Filed2026-05-04

MORGAN STANLEY

16.36%

Shares15.8K

Event2026-03-31

Filed2026-05-04

JIRE

J P MORGAN EXCHANGE TRADED F

13.18%

Shares34.2K

Event2026-03-31

Filed2026-05-04

NVO

NOVO-NORDISK A S

43.14%

Shares69.5K

Event2026-03-31

Filed2026-05-04

XLY

SELECT SECTOR SPDR TR

-48.31%

Shares23.3K

Event2026-03-31

Filed2026-05-04

ENB

ENBRIDGE INC

-3.08%

Shares46.7K

Event2026-03-31

Filed2026-05-04

IWP

ISHARES TR

-12.55%

Shares19.7K

Event2026-03-31

Filed2026-05-04

TXN

TEXAS INSTRS INC

1.02%

Shares13.0K

Event2026-03-31

Filed2026-05-04

IHDG

WISDOMTREE TR

-0.30%

Shares52.2K

Event2026-03-31

Filed2026-05-04

MOAT

VANECK ETF TRUST

-5.18%

Shares26.0K

Event2026-03-31

Filed2026-05-04

HON

HONEYWELL INTL INC

5.63%

Shares11.1K

Event2026-03-31

Filed2026-05-04

CCD

CALAMOS DYNAMIC CONV & INCOM

2.67%

Shares116.4K

Event2026-03-31

Filed2026-05-04

FTLS

FIRST TR EXCH TRADED FD III

-0.84%

Shares35.2K

Event2026-03-31

Filed2026-05-04

WFC

WELLS FARGO & CO

2.10%

Shares30.7K

Event2026-03-31

Filed2026-05-04

JGLO

J P MORGAN EXCHANGE TRADED F

-26.35%

Shares37.5K

Event2026-03-31

Filed2026-05-04

BP PLC

-1.81%

Shares51.8K

Event2026-03-31

Filed2026-05-04

MCK

MCKESSON CORP

-0.04%

Shares2.8K

Event2026-03-31

Filed2026-05-04

MGK

VANGUARD WORLD FD

6.84%

Shares6.6K

Event2026-03-31

Filed2026-05-04

CITIGROUP INC

17.14%

Shares21.2K

Event2026-03-31

Filed2026-05-04

EALT

INNOVATOR ETFS TRUST

-72.41%

Shares71.4K

Event2026-03-31

Filed2026-05-04

ROCKET LAB CORP

-25.07%

Shares36.8K

Event2026-03-31

Filed2026-05-04

DFAT

DIMENSIONAL ETF TRUST

1.51%

Shares37.8K

Event2026-03-31

Filed2026-05-04

FTGC

FIRST TR EXCHANGE TRAD FD VI

72.21%

Shares82.1K

Event2026-03-31

Filed2026-05-04

HPE

HEWLETT PACKARD ENTERPRISE C

-4.72%

Shares99.0K

Event2026-03-31

Filed2026-05-04

DEERE & CO

3.58%

Shares4.2K

Event2026-03-31

Filed2026-05-04

AXP

AMERICAN EXPRESS CO

0.23%

Shares7.7K

Event2026-03-31

Filed2026-05-04

FDIV

EA SERIES TRUST

79.57%

Shares85.3K

Event2026-03-31

Filed2026-05-04

SDY

SPDR SERIES TRUST

-5.86%

Shares15.6K

Event2026-03-31

Filed2026-05-04

WPC

WP CAREY INC

14.19%

Shares33.4K

Event2026-03-31

Filed2026-05-04

NUE

NUCOR CORP

0.47%

Shares13.3K

Event2026-03-31

Filed2026-05-04

PAUG

INNOVATOR ETFS TRUST

10.60%

Shares52.7K

Event2026-03-31

Filed2026-05-04

WASTE MGMT INC DEL

-10.34%

Shares9.7K

Event2026-03-31

Filed2026-05-04

SRE

SEMPRA

8.81%

Shares22.9K

Event2026-03-31

Filed2026-05-04

MPC

MARATHON PETE CORP

-0.32%

Shares9.1K

Event2026-03-31

Filed2026-05-04

ZJAN

INNOVATOR ETFS TRUST

80.29%

Shares81.1K

Event2026-03-31

Filed2026-05-04

OXY.WS

OCCIDENTAL PETE CORP

1.00%

Shares51.5K

Event2026-03-31

Filed2026-05-04

NEM

NEWMONT CORP

-8.71%

Shares20.4K

Event2026-03-31

Filed2026-05-04

SUB

ISHARES TR

-2.03%

Shares20.7K

Event2026-03-31

Filed2026-05-04

PRU

PRUDENTIAL FINL INC

19.72%

Shares22.2K

Event2026-03-31

Filed2026-05-04

COIN

COINBASE GLOBAL INC

33.66%

Shares12.4K

Event2026-03-31

Filed2026-05-04

DFAE

DIMENSIONAL ETF TRUST

9.53%

Shares63.9K

Event2026-03-31

Filed2026-05-04

IWY

ISHARES TR

-5.57%

Shares8.7K

Event2026-03-31

Filed2026-05-04

PBF

PBF ENERGY INC

0.08%

Shares45.0K

Event2026-03-31

Filed2026-05-04

VLO

VALERO ENERGY CORP

-2.09%

Shares8.6K

Event2026-03-31

Filed2026-05-04

TMFC

RBB FD INC

5.18%

Shares32.2K

Event2026-03-31

Filed2026-05-04

CEG

CONSTELLATION ENERGY CORP

147.55%

Shares7.6K

Event2026-03-31

Filed2026-05-04

DFEB

FIRST TR EXCHNG TRADED FD VI

4.71%

Shares44.5K

Event2026-03-31

Filed2026-05-04

LAM RESEARCH CORP

-32.55%

Shares9.8K

Event2026-03-31

Filed2026-05-04

NOC

NORTHROP GRUMMAN CORP

0.46%

Shares3.0K

Event2026-03-31

Filed2026-05-04

SKYY

FIRST TR EXCHANGE-TRADED FD

59.36%

Shares18.8K

Event2026-03-31

Filed2026-05-04

NAD

NUVEEN QUALITY MUNCP INCOME

0.51%

Shares178.5K

Event2026-03-31

Filed2026-05-04

PBR.A

PETROLEO BRASILEIRO S A

12.19%

Shares109.4K

Event2026-03-31

Filed2026-05-04

SLYV

SPDR SERIES TRUST

-5.92%

Shares21.7K

Event2026-03-31

Filed2026-05-04

LNG

CHENIERE ENERGY INC

4.41%

Shares7.2K

Event2026-03-31

Filed2026-05-04

NET

CLOUDFLARE INC

3.44%

Shares9.9K

Event2026-03-31

Filed2026-05-04

SHYL

DBX ETF TR

-11.36%

Shares45.6K

Event2026-03-31

Filed2026-05-04

CHUBB LTD SWITZ

-1.44%

Shares6.2K

Event2026-03-31

Filed2026-05-04

AFL

AFLAC INC

5.58%

Shares18.4K

Event2026-03-31

Filed2026-05-04

PUMP

PROPETRO HLDG CORP

0.00%

Shares139.8K

Event2026-03-31

Filed2026-05-04

ISPY

PROSHARES TR

72.24%

Shares45.9K

Event2026-03-31

Filed2026-05-04

MUB

ISHARES TR

-6.85%

Shares18.7K

Event2026-03-31

Filed2026-05-04

CGMM

CAPITAL GROUP EQUITY ETF TR

308.24%

Shares67.6K

Event2026-03-31

Filed2026-05-04

TIP

ISHARES TR

10.88%

Shares18.0K

Event2026-03-31

Filed2026-05-04

TROW

PRICE T ROWE GROUP INC

5.00%

Shares22.0K

Event2026-03-31

Filed2026-05-04

VAL

VALARIS LTD

-9.71%

Shares20.2K

Event2026-03-31

Filed2026-05-04

BLACKSTONE INC

5.08%

Shares17.0K

Event2026-03-31

Filed2026-05-04

FTCS

FIRST TR EXCHANGE-TRADED FD

-0.71%

Shares20.9K

Event2026-03-31

Filed2026-05-04

SPSB

SPDR SERIES TRUST

-13.19%

Shares64.4K

Event2026-03-31

Filed2026-05-04

UNP

UNION PAC CORP

1.48%

Shares8.0K

Event2026-03-31

Filed2026-05-04

ALPS ETF TR

138.54%

Shares36.7K

Event2026-03-31

Filed2026-05-04

XNTK

SPDR SERIES TRUST

0.55%

Shares7.4K

Event2026-03-31

Filed2026-05-04

IYF

ISHARES TR

-4.54%

Shares16.1K

Event2026-03-31

Filed2026-05-04

SIVR

ABRDN SILVER ETF TRUST

-52.43%

Shares26.0K

Event2026-03-31

Filed2026-05-04

GDX

VANECK ETF TRUST

-62.00%

Shares20.3K

Event2026-03-31

Filed2026-05-04

XLP

SELECT SECTOR SPDR TR

23.09%

Shares22.7K

Event2026-03-31

Filed2026-05-04

SPHY

SPDR SERIES TRUST

44.32%

Shares79.3K

Event2026-03-31

Filed2026-05-04

VBR

VANGUARD INDEX FDS

-5.63%

Shares8.5K

Event2026-03-31

Filed2026-05-04

FLOT

ISHARES TR

-2.86%

Shares36.0K

Event2026-03-31

Filed2026-05-04

WELL

WELLTOWER INC

231.16%

Shares9.3K

Event2026-03-31

Filed2026-05-04

PCAR

PACCAR INC

-1.70%

Shares15.8K

Event2026-03-31

Filed2026-05-04

SPDR SERIES TRUST

38.15%

Shares19.1K

Event2026-03-31

Filed2026-05-04

LVHI

LEGG MASON ETF INVT

8.52%

Shares45.0K

Event2026-03-31

Filed2026-05-04

AOR

ISHARES TR

4.06%

Shares28.1K

Event2026-03-31

Filed2026-05-04

SCHP

SCHWAB STRATEGIC TR

1.56%

Shares67.5K

Event2026-03-31

Filed2026-05-04

TLT

ISHARES TR

13.30%

Shares20.6K

Event2026-03-31

Filed2026-05-04

ADP

AUTOMATIC DATA PROCESSING IN

-11.46%

Shares8.8K

Event2026-03-31

Filed2026-05-04

KRP

KIMBELL RTY PARTNERS LP

16.53%

Shares123.1K

Event2026-03-31

Filed2026-05-04

XBI

SPDR SERIES TRUST

-0.99%

Shares13.9K

Event2026-03-31

Filed2026-05-04

TAXF

AMERICAN CENTY ETF TR

2.38%

Shares35.6K

Event2026-03-31

Filed2026-05-04

CCJ

CAMECO CORP

-36.88%

Shares16.4K

Event2026-03-31

Filed2026-05-04

SYK

STRYKER CORPORATION

0.02%

Shares5.4K

Event2026-03-31

Filed2026-05-04

AEP

AMERICAN ELEC PWR CO INC

1.38%

Shares13.4K

Event2026-03-31

Filed2026-05-04

BLUEROCK PVT REAL ESTATE FD

-10.81%

Shares105.0K

Event2026-03-31

Filed2026-05-04

JBL

JABIL INC

-1.68%

Shares6.5K

Event2026-03-31

Filed2026-05-04

FMHI

FIRST TR EXCH TRADED FD III

-0.24%

Shares36.5K

Event2026-03-31

Filed2026-05-04

BNDC

FLEXSHARES TR

0.94%

Shares77.9K

Event2026-03-31

Filed2026-05-04

DHR

DANAHER CORP DEL

-3.38%

Shares9.1K

Event2026-03-31

Filed2026-05-04

TFC

TRUIST FINL CORP

-6.27%

Shares37.4K

Event2026-03-31

Filed2026-05-04

VTEB

VANGUARD MUN BD FDS

6.01%

Shares34.5K

Event2026-03-31

Filed2026-05-04

ASTS

AST SPACEMOBILE INC

-46.11%

Shares20.7K

Event2026-03-31

Filed2026-05-04

CORP

PIMCO ETF TR

404.98%

Shares17.6K

Event2026-03-31

Filed2026-05-04

FIX

COMFORT SYS USA INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-04

MELI

MERCADOLIBRE INC

4.89%

Shares987

Event2026-03-31

Filed2026-05-04

PAVE

GLOBAL X FDS

-8.04%

Shares33.6K

Event2026-03-31

Filed2026-05-04

UNFI

UNITED NAT FOODS INC

-6.96%

Shares37.5K

Event2026-03-31

Filed2026-05-04

HDV

ISHARES TR

-9.82%

Shares12.5K

Event2026-03-31

Filed2026-05-04

ABT

ABBOTT LABORATORIES

-12.67%

Shares16.4K

Event2026-03-31

Filed2026-05-04

SCHQ

SCHWAB STRATEGIC TR

-10.52%

Shares53.4K

Event2026-03-31

Filed2026-05-04

LYB

LYONDELLBASELL INDUSTRIES NV

1.54%

Shares20.8K

Event2026-03-31

Filed2026-05-04

FXU

FIRST TR EXCHANGE-TRADED FD

New

Shares33.8K

Event2026-03-31

Filed2026-05-04

PAPR

INNOVATOR ETFS TRUST

-5.72%

Shares42.1K

Event2026-03-31

Filed2026-05-04

DFSV

DIMENSIONAL ETF TRUST

3.24%

Shares47.5K

Event2026-03-31

Filed2026-05-04

CGNG

CAPITAL GROUP NEW GEOGRAPHY

545.84%

Shares52.7K

Event2026-03-31

Filed2026-05-04

NOBLE CORP PLC

-0.12%

Shares33.8K

Event2026-03-31

Filed2026-05-04

MINT

PIMCO ETF TR

15.92%

Shares16.5K

Event2026-03-31

Filed2026-05-04

CELESTICA INC

-45.07%

Shares5.8K

Event2026-03-31

Filed2026-05-04

ICF

ISHARES TR

16.07%

Shares26.4K

Event2026-03-31

Filed2026-05-04

XLRE

SELECT SECTOR SPDR TR

20.27%

Shares39.9K

Event2026-03-31

Filed2026-05-04

CGDG

CAPITAL GROUP DIVIDEND GROWE

23.12%

Shares45.0K

Event2026-03-31

Filed2026-05-04

FJAN

FIRST TR EXCHNG TRADED FD VI

107.34%

Shares31.9K

Event2026-03-31

Filed2026-05-04

QYLD

GLOBAL X FDS

17.24%

Shares93.5K

Event2026-03-31

Filed2026-05-04

SAMT

ADVISORS INNER CIRCLE FD III

11.77%

Shares40.8K

Event2026-03-31

Filed2026-05-04

OMC

OMNICOM GROUP INC

-7.50%

Shares21.2K

Event2026-03-31

Filed2026-05-04

TMO

THERMO FISHER SCIENTIFIC INC

18.14%

Shares3.3K

Event2026-03-31

Filed2026-05-04

LEG

LEGGETT & PLATT INC

-4.05%

Shares161.0K

Event2026-03-31

Filed2026-05-04

BLCR

BLACKROCK ETF TRUST

New

Shares38.7K

Event2026-03-31

Filed2026-05-04

PARR

PAR PAC HOLDINGS INC

-28.84%

Shares25.2K

Event2026-03-31

Filed2026-05-04

TLTW

ISHARES TR

153.68%

Shares69.4K

Event2026-03-31

Filed2026-05-04

VRTX

VERTEX PHARMACEUTICALS INC

0.95%

Shares3.5K

Event2026-03-31

Filed2026-05-04

AMR

ALPHA METALLURGICAL RESOUR I

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-04

IYE

ISHARES TR

0.09%

Shares23.9K

Event2026-03-31

Filed2026-05-04

ADM

ARCHER DANIELS MIDLAND CO

-2.33%

Shares21.2K

Event2026-03-31

Filed2026-05-04

CLOI

VANECK ETF TRUST

4.54%

Shares29.1K

Event2026-03-31

Filed2026-05-04

IYM

ISHARES TR

8.42%

Shares8.7K

Event2026-03-31

Filed2026-05-04

LULU

LULULEMON ATHLETICA INC

-5.86%

Shares9.9K

Event2026-03-31

Filed2026-05-04

DMAR

FIRST TR EXCHNG TRADED FD VI

-1.61%

Shares35.5K

Event2026-03-31

Filed2026-05-04

MGA

MAGNA INTL INC

2.63%

Shares26.9K

Event2026-03-31

Filed2026-05-04

ETV

EATON VANCE TAX-MANAGED BUY-

0.12%

Shares109.5K

Event2026-03-31

Filed2026-05-04

TRIN

TRINITY CAP INC

6.58%

Shares101.1K

Event2026-03-31

Filed2026-05-04

LBRT

LIBERTY ENERGY INC

-25.02%

Shares51.4K

Event2026-03-31

Filed2026-05-04

PPA

INVESCO EXCHANGE TRADED FD T

102.69%

Shares8.9K

Event2026-03-31

Filed2026-05-04

TEI

TEMPLETON EMERGING MKTS INCO

-7.60%

Shares244.4K

Event2026-03-31

Filed2026-05-04

EMXC

ISHARES INC

-21.64%

Shares18.5K

Event2026-03-31

Filed2026-05-04

VONE

VANGUARD SCOTTSDALE FDS

-8.45%

Shares4.9K

Event2026-03-31

Filed2026-05-04

RSG

REPUBLIC SVCS INC

-5.23%

Shares6.6K

Event2026-03-31

Filed2026-05-04

TMUS

T-MOBILE US INC

0.32%

Shares6.9K

Event2026-03-31

Filed2026-05-04

IYC

ISHARES TR

-3.15%

Shares14.8K

Event2026-03-31

Filed2026-05-04

RQI

COHEN & STEERS QUALITY INCOM

-5.48%

Shares119.3K

Event2026-03-31

Filed2026-05-04

VIGI

VANGUARD WHITEHALL FDS

14.80%

Shares16.2K

Event2026-03-31

Filed2026-05-04

DMAY

FIRST TR EXCHNG TRADED FD VI

-2.46%

Shares31.7K

Event2026-03-31

Filed2026-05-04

JPIB

J P MORGAN EXCHANGE TRADED F

10.67%

Shares29.6K

Event2026-03-31

Filed2026-05-04

MPLX

MPLX LP

26.85%

Shares24.8K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-15.53%

Shares4.7K

Event2026-03-31

Filed2026-05-04

XLB

SELECT SECTOR SPDR TR

343.39%

Shares28.2K

Event2026-03-31

Filed2026-05-04

IJS

ISHARES TR

383.55%

Shares11.8K

Event2026-03-31

Filed2026-05-04

SCHJ

SCHWAB STRATEGIC TR

6.52%

Shares56.3K

Event2026-03-31

Filed2026-05-04

FLQM

FRANKLIN TEMPLETON ETF TR

-6.36%

Shares25.3K

Event2026-03-31

Filed2026-05-04

FSMB

FIRST TR EXCH TRADED FD III

0.17%

Shares69.3K

Event2026-03-31

Filed2026-05-04

MARVELL TECHNOLOGY INC

-3.41%

Shares13.9K

Event2026-03-31

Filed2026-05-04

IAGG

ISHARES TR

27.74%

Shares27.6K

Event2026-03-31

Filed2026-05-04

CHRW

C H ROBINSON WORLDWIDE IN

-9.80%

Shares8.3K

Event2026-03-31

Filed2026-05-04

IWMI

NEOS ETF TRUST

1.94%

Shares29.0K

Event2026-03-31

Filed2026-05-04

THE CIGNA GROUP

-1.16%

Shares5.1K

Event2026-03-31

Filed2026-05-04

HP INC

11.35%

Shares71.1K

Event2026-03-31

Filed2026-05-04

VDC

VANGUARD WORLD FD

-10.04%

Shares6.0K

Event2026-03-31

Filed2026-05-04

HOOD

ROBINHOOD MKTS INC

-16.12%

Shares19.4K

Event2026-03-31

Filed2026-05-04

IGLD

FIRST TR EXCHANGE-TRADED FD

28.22%

Shares52.5K

Event2026-03-31

Filed2026-05-04

FRDM

EA SERIES TRUST

-0.92%

Shares24.5K

Event2026-03-31

Filed2026-05-04

BUNGE GLOBAL SA

0.09%

Shares10.4K

Event2026-03-31

Filed2026-05-04

SCHE

SCHWAB STRATEGIC TR

-51.17%

Shares40.1K

Event2026-03-31

Filed2026-05-04

GENERAL MTRS CO

2.54%

Shares17.7K

Event2026-03-31

Filed2026-05-04

DYCOM INDS INC

New

Shares3.9K

Event2026-03-31

Filed2026-05-04

VLUE

ISHARES TR

1.17%

Shares9.3K

Event2026-03-31

Filed2026-05-04

ACWV

ISHARES INC

13.93%

Shares11.0K

Event2026-03-31

Filed2026-05-04

KRE

SPDR SERIES TRUST

30.49%

Shares20.1K

Event2026-03-31

Filed2026-05-04

EFSC

ENTERPRISE FINL SVCS CORP

-0.02%

Shares24.1K

Event2026-03-31

Filed2026-05-04

VDE

VANGUARD WORLD FD

-24.51%

Shares7.5K

Event2026-03-31

Filed2026-05-04

SYSB

ISHARES TR

-30.27%

Shares14.6K

Event2026-03-31

Filed2026-05-04

HBAN

HUNTINGTON BANCSHARES INC

New

Shares82.6K

Event2026-03-31

Filed2026-05-04

MMM

3M CO

-1.11%

Shares8.9K

Event2026-03-31

Filed2026-05-04

SFLR

INNOVATOR ETFS TRUST

-41.94%

Shares36.4K

Event2026-03-31

Filed2026-05-04

Call Option Holdings

TSLA Call CallTESLA INC7.5K shares-2.60%2026-03-312026-05-04

SLV Call CallISHARES SILVER TR2.1K sharesnew addition2026-03-312026-05-04

SOFI Call CallSOFI TECHNOLOGIES INC3.7K sharesnew addition2026-03-312026-05-04

GRAB Call CallGRAB HOLDINGS LIMITED100 sharesnew addition2026-03-312026-05-04

TSLA Call

TESLA INC

-2.60%

Shares7.5K

Event2026-03-31

Filed2026-05-04

SLV Call

ISHARES SILVER TR

New

Shares2.1K

Event2026-03-31

Filed2026-05-04

SOFI Call

SOFI TECHNOLOGIES INC

New

Shares3.7K

Event2026-03-31

Filed2026-05-04

GRAB Call

GRAB HOLDINGS LIMITED

New

Shares100

Event2026-03-31

Filed2026-05-04

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION2.6K sharesnew addition2026-03-312026-05-04

META Put PutMETA PLATFORMS INC600 sharesnew addition2026-03-312026-05-04

AMZN Put PutAMAZON COM INC1.4K sharesnew addition2026-03-312026-05-04

CAT Put PutCATERPILLAR INC300 sharesnew addition2026-03-312026-05-04

NFLX Put PutNETFLIX INC.2.0K sharesnew addition2026-03-312026-05-04

JPM Put PutJPMORGAN CHASE & CO400 sharesnew addition2026-03-312026-05-04

PLTR Put PutPALANTIR TECHNOLOGIES INC800 sharesnew addition2026-03-312026-05-04

TSLA Put PutTESLA INC200 sharesnew addition2026-03-312026-05-04

SPY Put PutSTATE STR SPDR S&P 500 ETF T100 sharesnew addition2026-03-312026-05-04

BKLN Put PutINVESCO EXCH TRADED FD TR II600 sharesnew addition2026-03-312026-05-04

TQQQ Put PutPROSHARES TR200 sharesnew addition2026-03-312026-05-04

IGV Put PutISHARES TR100 sharesnew addition2026-03-312026-05-04

NVDA Put

NVIDIA CORPORATION

New

Shares2.6K

Event2026-03-31

Filed2026-05-04

META Put

META PLATFORMS INC

New

Shares600

Event2026-03-31

Filed2026-05-04

AMZN Put

AMAZON COM INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-04

CAT Put

CATERPILLAR INC

New

Shares300

Event2026-03-31

Filed2026-05-04

NFLX Put

NETFLIX INC.

New

Shares2.0K

Event2026-03-31

Filed2026-05-04

JPM Put

JPMORGAN CHASE & CO

New

Shares400

Event2026-03-31

Filed2026-05-04

PLTR Put

PALANTIR TECHNOLOGIES INC

New

Shares800

Event2026-03-31

Filed2026-05-04

TSLA Put

TESLA INC

New

Shares200

Event2026-03-31

Filed2026-05-04

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares100

Event2026-03-31

Filed2026-05-04

BKLN Put

INVESCO EXCH TRADED FD TR II

New

Shares600

Event2026-03-31

Filed2026-05-04

TQQQ Put

PROSHARES TR

New

Shares200

Event2026-03-31

Filed2026-05-04

IGV Put

ISHARES TR

New

Shares100

Event2026-03-31

Filed2026-05-04