Sponsored
The Analysis of One Capital Management, LLC's Holdings & P&L
Currently, One Capital Management, LLC holds 524 types of securities in its portfolio with a total value $3.6B. In the most recent quarter, they have increased their positions in IGIB (+552.5K shares, valued at $29.4M), VUG (+67.2K shares, valued at $29.4M), VONG (+245.7K shares, valued at $27.0M); decreased their positions in DGRE (-1.0M shares, valued at $34.2M), AGG (-203.8K shares, valued at $20.2M), IWP (-99.8K shares, valued at $12.8M); initiated new positions in BOND (+126.1K shares, valued at $11.6M), LQD (+70.1K shares, valued at $7.6M), HYS (+73.2K shares, valued at $6.8M).
1M P&L
+10.0M+0.31%
3M P&L
-131.9M-3.95%
HY P&L
-6.2M-0.19%
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/A2.2B
72.2%
2Semiconductors123.6M
4.1%
3Software - Infrastructure96.1M
3.2%
Top Industries by Stock Count
1N/A235 stocks
48.6%
2Software - Application15 stocks
3.1%
3Software - Infrastructure10 stocks
2.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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Goldman Sachs Corporate Bond ETF Goldman Sachs Corporate Bond ETF357.1K shares6.57%2026-03-312026-05-13
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Invesco S&P 500 Equal Weight ETF Invesco S&P 500 Equal Weight ETF46.3K shares127.59%2026-03-312026-05-13
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FDL First Trust Morningstar Dividend Leaders Index Fund109.6K sharesnew addition2026-03-312026-05-13
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DGRE WisdomTree Emerging Markets Quality Dividend Growth ETF163.4K shares-86.34%2026-03-312026-05-13
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DraftKings Inc Ordinary Shares - Class A DraftKings Inc Ordinary Shares - Class A108.0K shares40.05%2026-03-312026-05-13
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FNDF Schwab Fundamental International Large Company Index ETF20.4K sharesnew addition2026-03-312026-05-13
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YieldMax Ultra Option Income Strategy ETF YieldMax Ultra Option Income Strategy ETF27.9K shares17.48%2026-03-312026-05-13
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Invesco S&P 500 Low Volatility ETF Invesco S&P 500 Low Volatility ETF3.7K shares0.00%2026-03-312026-05-13
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Canadian Pacific Kansas City Ltd Canadian Pacific Kansas City Ltd2.7K sharesnew addition2026-03-312026-05-13
IGIB
10.44%iShares 5-10 Year Investment Grade Corp Bond ETF
Shares5.8M
Event2026-03-31
Filed2026-05-13
MUB
7.10%iShares National Muni Bond ETF
Shares1.6M
Event2026-03-31
Filed2026-05-13
FFOX
11.12%FundX Future Fund Opportunities
Shares6.1M
Event2026-03-31
Filed2026-05-13
DFAI
4.78%Dimensional Intern Core EQT MKT ETF
Shares3.0M
Event2026-03-31
Filed2026-05-13
NVDA
3.49%NVIDIA Corp
Shares566.5K
Event2026-03-31
Filed2026-05-13
USHY
11.45%iShares Broad USD High Yield Corp Bond ETF
Shares2.6M
Event2026-03-31
Filed2026-05-13
IGSB
14.28%iShares 1-5 Year Investment Grade Corporate Bond ETF
Shares1.6M
Event2026-03-31
Filed2026-05-13
FFND
1.12%ONE Global ETF
Shares2.8M
Event2026-03-31
Filed2026-05-13
FTSL
13.97%First Trust Senior Loan ETF
Shares1.4M
Event2026-03-31
Filed2026-05-13
MSFT
10.25%Microsoft Corp
Shares143.6K
Event2026-03-31
Filed2026-05-13
VUG
151.40%Vanguard Growth ETF
Shares111.6K
Event2026-03-31
Filed2026-05-13
XCOR
-2.25%FundX ETF
Shares628.9K
Event2026-03-31
Filed2026-05-13
TIP
8.06%iShares TIPS Bond ETF
Shares434.1K
Event2026-03-31
Filed2026-05-13
VONG
143.98%Vanguard Russell 1000 Growth ETF
Shares416.4K
Event2026-03-31
Filed2026-05-13
DGRW
-3.49%WisdomTree U.S. Quality Dividend Growth ETF
Shares498.7K
Event2026-03-31
Filed2026-05-13
Alphabet Inc. C
1.49%Alphabet Inc. C
Shares149.6K
Event2026-03-31
Filed2026-05-13
VTEB
4.47%Vanguard Tax-Exempt Bond ETF
Shares845.8K
Event2026-03-31
Filed2026-05-13
FundX Flexible ETF
107.87%FundX Flexible ETF
Shares1.9M
Event2026-03-31
Filed2026-05-13
IVV
3.42%iShares Core S&P 500 ETF
Shares62.8K
Event2026-03-31
Filed2026-05-13
IWY
93.24%iShares Russell Top 200 Growth ETF
Shares163.0K
Event2026-03-31
Filed2026-05-13
Invesco QQQ Trust
1.23%Invesco QQQ Trust
Shares69.3K
Event2026-03-31
Filed2026-05-13
XLG
191.14%Invesco S&P500 Top 50 ETF
Shares704.9K
Event2026-03-31
Filed2026-05-13
BIL
13.95%SPDR Bloomberg 1-3 Month T-Bill ETF
Shares404.1K
Event2026-03-31
Filed2026-05-13
IDV
176.62%iShares International Select Dividend ETF
Shares828.9K
Event2026-03-31
Filed2026-05-13
MGC
-18.62%Vanguard Mega Cap ETF
Shares143.2K
Event2026-03-31
Filed2026-05-13
The Future Fund Long/Short ETF
11.27%The Future Fund Long/Short ETF
Shares1.4M
Event2026-03-31
Filed2026-05-13
VLUE
177.08%iShares MSCI USA Value Factor ETF
Shares220.6K
Event2026-03-31
Filed2026-05-13
JQUA
-26.20%JPMorgan US Quality Factor ETF
Shares491.6K
Event2026-03-31
Filed2026-05-13
META
7.73%Meta Platforms Inc.
Shares49.5K
Event2026-03-31
Filed2026-05-13
EFV
1709.86%iShares MSCI EAFE Value ETF
Shares345.6K
Event2026-03-31
Filed2026-05-13
DFUS
7245.21%Dimensional U.S. Equity ETF
Shares355.0K
Event2026-03-31
Filed2026-05-13
XOM
0.66%Exxon Mobil Corp
Shares147.8K
Event2026-03-31
Filed2026-05-13
IEFA
61.15%iShares Core MSCI EAFE ETF
Shares258.8K
Event2026-03-31
Filed2026-05-13
WMT
1.53%Walmart Inc.
Shares180.2K
Event2026-03-31
Filed2026-05-13
CRWD
7.10%CrowdStrike Holdings Inc.
Shares56.6K
Event2026-03-31
Filed2026-05-13
CVX
1.96%Chevron Corp
Shares104.9K
Event2026-03-31
Filed2026-05-13
JPM
5.27%JPMorgan Chase & Co
Shares70.4K
Event2026-03-31
Filed2026-05-13
JPIE
10.96%JPMorgan Income ETF
Shares435.1K
Event2026-03-31
Filed2026-05-13
PTNQ
640.35%Pacer Trendpilot 100 ETF
Shares266.9K
Event2026-03-31
Filed2026-05-13
IOO
854.67%iShares S&P100 Global Index
Shares160.6K
Event2026-03-31
Filed2026-05-13
Merck & Co Inc.
1.49%Merck & Co Inc.
Shares160.5K
Event2026-03-31
Filed2026-05-13
TFI
-4.25%SPDR Nuveen Bloomberg Municipal Bond ETF
Shares416.2K
Event2026-03-31
Filed2026-05-13
Citigroup Inc
1.51%Citigroup Inc
Shares166.0K
Event2026-03-31
Filed2026-05-13
SPY
-2.25%SPDR S&P 500 ETF Trust
Shares28.8K
Event2026-03-31
Filed2026-05-13
IWF
3.98%iShares Russell 1000 Growth ETF
Shares43.5K
Event2026-03-31
Filed2026-05-13
SUB
1.98%iShares Short-Term National Muni Bond ETF
Shares171.4K
Event2026-03-31
Filed2026-05-13
Goldman Sachs Corporate Bond ETF
6.57%Goldman Sachs Corporate Bond ETF
Shares357.1K
Event2026-03-31
Filed2026-05-13
NFLX
35.42%Netflix Inc
Shares180.5K
Event2026-03-31
Filed2026-05-13
REGN
3.44%Regeneron Pharmaceuticals Inc
Shares22.4K
Event2026-03-31
Filed2026-05-13
GSST
4.80%Goldman Sachs Ultra Short Bond ETF
Shares341.3K
Event2026-03-31
Filed2026-05-13
CSCO
4.44%Cisco Systems Inc
Shares216.5K
Event2026-03-31
Filed2026-05-13
V
8.25%Visa Inc.
Shares55.5K
Event2026-03-31
Filed2026-05-13
HD
7.86%The Home Depot Inc
Shares48.7K
Event2026-03-31
Filed2026-05-13
General Dynamics Corp
5.46%General Dynamics Corp
Shares46.1K
Event2026-03-31
Filed2026-05-13
CRM
15.55%Salesforce Inc
Shares82.7K
Event2026-03-31
Filed2026-05-13
ASML
-4.10%ASML Holding NV ADR
Shares11.5K
Event2026-03-31
Filed2026-05-13
TSM
-1.32%Taiwan Semiconductor Manufacturing Co Ltd ADR
Shares44.6K
Event2026-03-31
Filed2026-05-13
Alphabet Inc. A
4.85%Alphabet Inc. A
Shares52.2K
Event2026-03-31
Filed2026-05-13
Qnity Electronics Inc
8.07%Qnity Electronics Inc
Shares127.6K
Event2026-03-31
Filed2026-05-13
SCHG
16.06%Schwab US Large-Cap Growth ETF
Shares486.7K
Event2026-03-31
Filed2026-05-13
TSLA
-2.34%Tesla Inc
Shares37.8K
Event2026-03-31
Filed2026-05-13
D
9.77%Dominion Energy Inc
Shares225.5K
Event2026-03-31
Filed2026-05-13
RPM
9.95%RPM International Inc
Shares140.1K
Event2026-03-31
Filed2026-05-13
XRLX
-2.68%FundX Conservative ETF
Shares298.2K
Event2026-03-31
Filed2026-05-13
MET
10.45%MetLife Inc
Shares176.4K
Event2026-03-31
Filed2026-05-13
IWX
68.26%iShares Russell Top 200 Valu
Shares133.9K
Event2026-03-31
Filed2026-05-13
DFAS
8.56%Dimensional U.S. Small Cap
Shares173.6K
Event2026-03-31
Filed2026-05-13
DHI
9.43%D.R. Horton Inc
Shares89.8K
Event2026-03-31
Filed2026-05-13
IQDG
-17.75%WisdomTree International Quality Dividend Growth ETF
Shares305.3K
Event2026-03-31
Filed2026-05-13
VTV
15.16%Vanguard Value ETF
Shares62.0K
Event2026-03-31
Filed2026-05-13
BOND
NewPIMCO Active Bond ETF
Shares126.1K
Event2026-03-31
Filed2026-05-13
ENB
6.04%Enbridge Inc
Shares209.7K
Event2026-03-31
Filed2026-05-13
IWS
-14.22%iShares Russell Mid-Cap Value ETF
Shares77.1K
Event2026-03-31
Filed2026-05-13
DuPont de Nemours Inc
14.70%DuPont de Nemours Inc
Shares241.0K
Event2026-03-31
Filed2026-05-13
VTI
8.77%Vanguard Total Stock Market ETF
Shares34.4K
Event2026-03-31
Filed2026-05-13
OEF
-49.56%iShares S&P 100 (index Fund)
Shares34.3K
Event2026-03-31
Filed2026-05-13
IEMG
20.00%iShares Core MSCI Emerging Markets ETF
Shares155.4K
Event2026-03-31
Filed2026-05-13
TAXX
4.54%BondBloxx IRM TaxAware Short Duration ETF
Shares211.1K
Event2026-03-31
Filed2026-05-13
Broadcom Inc
1.44%Broadcom Inc
Shares33.8K
Event2026-03-31
Filed2026-05-13
VONV
44.51%Vanguard Russell 1000 Value ETF
Shares111.5K
Event2026-03-31
Filed2026-05-13
EFA
-4.12%iShares MSCI EAFE ETF
Shares105.2K
Event2026-03-31
Filed2026-05-13
USIG
371.61%iShares Broad USD Investment Grade Corporate Bond ETF
Shares199.4K
Event2026-03-31
Filed2026-05-13
BSX
22.96%Boston Scientific Corp
Shares161.5K
Event2026-03-31
Filed2026-05-13
ADBE
18.46%Adobe Inc
Shares41.6K
Event2026-03-31
Filed2026-05-13
VEU
-1.59%Vanguard FTSE All-Wld ex-US ETF
Shares133.1K
Event2026-03-31
Filed2026-05-13
IJS
-13.99%iShares S&P Small-Cap 600 Value ETF
Shares82.5K
Event2026-03-31
Filed2026-05-13
COST
-2.98%Costco Wholesale Corp
Shares9.8K
Event2026-03-31
Filed2026-05-13
GBIL
6.43%Goldman Sachs Access Treasury 0-1 Year ETF
Shares96.3K
Event2026-03-31
Filed2026-05-13
ESGU
58.53%iShares ESG Aware MSCI USA ETF
Shares64.8K
Event2026-03-31
Filed2026-05-13
Invesco S&P 500 Equal Weight ETF
127.59%Invesco S&P 500 Equal Weight ETF
Shares46.3K
Event2026-03-31
Filed2026-05-13
Vanguard S&P 500 ETF
24.97%Vanguard S&P 500 ETF
Shares14.5K
Event2026-03-31
Filed2026-05-13
AOR
608.64%iShares Core Growth Allocation ETF
Shares123.5K
Event2026-03-31
Filed2026-05-13
Unilever PLC ADR
7.15%Unilever PLC ADR
Shares135.8K
Event2026-03-31
Filed2026-05-13
LQD
NewiShares iBoxx $ Investment Grade Corporate Bond ETF
Shares70.1K
Event2026-03-31
Filed2026-05-13
IWN
-3.63%iShares Russell 2000 Value ETF
Shares39.8K
Event2026-03-31
Filed2026-05-13
NULG
19.88%Nuveen ESG Large-Cap Growth ETF
Shares82.4K
Event2026-03-31
Filed2026-05-13
IWR
35.00%iShares Russell Mid-Cap ETF
Shares76.7K
Event2026-03-31
Filed2026-05-13
ESGD
23.60%iShares ESG Aware MSCI EAFE ETF
Shares77.7K
Event2026-03-31
Filed2026-05-13
ONON
12.62%On Holding AG
Shares215.3K
Event2026-03-31
Filed2026-05-13
AGG
-73.56%iShares Core US Aggregate Bond ETF
Shares73.2K
Event2026-03-31
Filed2026-05-13
F
0.37%Ford Motor Co.
Shares622.0K
Event2026-03-31
Filed2026-05-13
SAP
12.01%SAP SE ADR
Shares41.9K
Event2026-03-31
Filed2026-05-13
GLD
35.88%SPDR Gold Shares
Shares16.5K
Event2026-03-31
Filed2026-05-13
HYLS
-9.33%First Trust Tactical High Yield ETF
Shares174.9K
Event2026-03-31
Filed2026-05-13
AOK
880.00%iShares Core 30/70 Conservative Allocation ETF
Shares175.2K
Event2026-03-31
Filed2026-05-13
DLR
12.18%Digital Realty Trust Inc
Shares38.7K
Event2026-03-31
Filed2026-05-13
VEA
27.59%Vanguard FTSE Developed Markets ETF
Shares107.8K
Event2026-03-31
Filed2026-05-13
HYS
NewPIMCO 0-5 Year High Yield Corporate Bond ETF
Shares73.2K
Event2026-03-31
Filed2026-05-13
VWO
24.39%Vanguard FTSE Emerging Markets ETF
Shares122.3K
Event2026-03-31
Filed2026-05-13
JPST
3.85%JPMorgan Ultra-Short Income ETF
Shares128.9K
Event2026-03-31
Filed2026-05-13
FundX Aggressive ETF
-1.39%FundX Aggressive ETF
Shares79.8K
Event2026-03-31
Filed2026-05-13
NULV
22.91%Nuveen ESG Large-Cap Value ETF
Shares143.0K
Event2026-03-31
Filed2026-05-13
LMT
-0.03%Lockheed Martin Corp
Shares10.2K
Event2026-03-31
Filed2026-05-13
SPHY
NewSPDR Portfolio High Yield Bond ETF
Shares260.4K
Event2026-03-31
Filed2026-05-13
TIGO
27.51%Millicom Intl Cell
Shares80.3K
Event2026-03-31
Filed2026-05-13
SPYG
-56.59%SPDR Portfolio S&P 500 Growth ETF
Shares61.1K
Event2026-03-31
Filed2026-05-13
MGK
97.50%Vanguard Mega Cap Growth ETF
Shares15.9K
Event2026-03-31
Filed2026-05-13
VO
-1.91%Vanguard Mid-Cap ETF
Shares20.3K
Event2026-03-31
Filed2026-05-13
FDL
NewFirst Trust Morningstar Dividend Leaders Index Fund
Shares109.6K
Event2026-03-31
Filed2026-05-13
VB
-1.41%Vanguard Small-Cap ETF
Shares21.1K
Event2026-03-31
Filed2026-05-13
AMT
9.16%American Tower Corp
Shares31.6K
Event2026-03-31
Filed2026-05-13
DGRE
-86.34%WisdomTree Emerging Markets Quality Dividend Growth ETF
Shares163.4K
Event2026-03-31
Filed2026-05-13
iShares Gold Trust
-5.38%iShares Gold Trust
Shares60.9K
Event2026-03-31
Filed2026-05-13
FCOR
NewFidelity Corporate Bond ETF
Shares113.7K
Event2026-03-31
Filed2026-05-13
VV
0.83%Vanguard Large-Cap ETF
Shares17.9K
Event2026-03-31
Filed2026-05-13
NOBL
-5.80%ProShares S&P 500 Dividend Aristocrats ETF
Shares48.9K
Event2026-03-31
Filed2026-05-13
IWM
21.17%iShares Russell 2000 ETF
Shares20.8K
Event2026-03-31
Filed2026-05-13
SCZ
4.62%iShares MSCI EAFE Small-Cap ETF
Shares65.1K
Event2026-03-31
Filed2026-05-13
QQQM
56.35%Invesco NASDAQ 100 ETF
Shares21.5K
Event2026-03-31
Filed2026-05-13
MA
-0.09%Mastercard Inc.
Shares10.2K
Event2026-03-31
Filed2026-05-13
SMH
18.91%VanEck Semiconductor ETF
Shares13.1K
Event2026-03-31
Filed2026-05-13
KIM
17.56%Kimco Realty Corp.
Shares223.4K
Event2026-03-31
Filed2026-05-13
IWD
23.42%iShares Russell 1000 Value ETF
Shares22.2K
Event2026-03-31
Filed2026-05-13
SCHV
-1.35%Schwab US Large-Cap Value ETF
Shares154.7K
Event2026-03-31
Filed2026-05-13
HYG
0.73%iShares iBoxx High Yield Corporate Bond ETF
Shares57.9K
Event2026-03-31
Filed2026-05-13
GMED
27.15%Globus Medical Inc Class A
Shares52.2K
Event2026-03-31
Filed2026-05-13
IONS
27.79%Ionis Pharmaceuticals, Inc.
Shares58.9K
Event2026-03-31
Filed2026-05-13
FTI
-15.13%FMC Technologies, Inc.
Shares62.7K
Event2026-03-31
Filed2026-05-13
GH
25.69%Guardant Health, Inc.
Shares46.7K
Event2026-03-31
Filed2026-05-13
SOXX
2.60%iShares Semiconductor ETF
Shares13.0K
Event2026-03-31
Filed2026-05-13
SHYG
-0.25%iShares 0-5 Year High Yield Corporate Bond ETF
Shares100.8K
Event2026-03-31
Filed2026-05-13
SPDW
20.79%SPDR Portfolio Developed Wld ex-US ETF
Shares88.4K
Event2026-03-31
Filed2026-05-13
HALO
31.78%Halozyme Therapeutics Inc
Shares61.7K
Event2026-03-31
Filed2026-05-13
WMS
27.10%Advanced Drainage Systems, Inc.
Shares27.3K
Event2026-03-31
Filed2026-05-13
ONTO
23.50%Onto Innovation Inc.
Shares18.3K
Event2026-03-31
Filed2026-05-13
KLAC
-23.69%KLA Corp
Shares2.5K
Event2026-03-31
Filed2026-05-13
NEAR
-2.60%BlackRock Short Duration Bond ETF
Shares72.0K
Event2026-03-31
Filed2026-05-13
DFCA
20.57%Dimensional California Municipal Bond ETF
Shares72.5K
Event2026-03-31
Filed2026-05-13
IQLT
89.71%iShares MSCI Intl Quality Factor ETF
Shares77.9K
Event2026-03-31
Filed2026-05-13
CMF
15.56%iShares California Muni Bond ETF
Shares62.5K
Event2026-03-31
Filed2026-05-13
FCFS
27.07%FirstCash Holdings, Inc.
Shares18.9K
Event2026-03-31
Filed2026-05-13
JNJ
-14.68%Johnson & Johnson
Shares14.5K
Event2026-03-31
Filed2026-05-13
WTFC
26.83%Wintrust Financial Corp
Shares24.8K
Event2026-03-31
Filed2026-05-13
NTRA
26.25%Natera, Inc.
Shares17.1K
Event2026-03-31
Filed2026-05-13
IWP
-78.95%iShares Russell Mid-Cap Growth ETF
Shares26.6K
Event2026-03-31
Filed2026-05-13
GPRE
-14.55%Green Plains Inc
Shares205.9K
Event2026-03-31
Filed2026-05-13
VIG
3.72%Vanguard Dividend Appreciation ETF
Shares15.5K
Event2026-03-31
Filed2026-05-13
LRN
38.66%Stride, Inc.
Shares37.5K
Event2026-03-31
Filed2026-05-13
OSK
44.83%Oshkosh Corporation
Shares22.4K
Event2026-03-31
Filed2026-05-13
CRS
50.03%Carpenter Technology Corporation
Shares8.3K
Event2026-03-31
Filed2026-05-13
PLD
-20.92%Prologis, Inc.
Shares24.4K
Event2026-03-31
Filed2026-05-13
IRM
-1.54%Iron Mountain Inc
Shares30.0K
Event2026-03-31
Filed2026-05-13
IDCC
26.43%InterDigital, Inc.
Shares10.1K
Event2026-03-31
Filed2026-05-13
SUSB
0.63%iShares ESG Aware 1-5 Year USD Corporate Bond ETF
Shares121.9K
Event2026-03-31
Filed2026-05-13
GDS
26.71%GDS Holdings Limited ADR
Shares74.8K
Event2026-03-31
Filed2026-05-13
PM
1.34%Philip Morris International Inc
Shares18.2K
Event2026-03-31
Filed2026-05-13
GDX
-10.41%VanEck Gold Miners ETF
Shares32.5K
Event2026-03-31
Filed2026-05-13
LLY
44.88%Eli Lilly and Co
Shares3.2K
Event2026-03-31
Filed2026-05-13
MRCY
38.24%Mercury Systems, Inc.
Shares40.5K
Event2026-03-31
Filed2026-05-13
WYNN
26.52%Wynn Resorts Ltd
Shares28.6K
Event2026-03-31
Filed2026-05-13
SXI
NewStandex International Corp
Shares11.3K
Event2026-03-31
Filed2026-05-13
IJR
-0.53%iShares Core S&P Small-Cap ETF
Shares22.8K
Event2026-03-31
Filed2026-05-13
IWO
21.45%iShares Russell 2000 Growth ETF
Shares8.9K
Event2026-03-31
Filed2026-05-13
LGND
49.10%Ligand Pharmaceuticals Inc
Shares13.8K
Event2026-03-31
Filed2026-05-13
TTEK
28.37%Tetra Tech, Inc.
Shares91.2K
Event2026-03-31
Filed2026-05-13
EZA
30.07%iShares MSCI South Africa ETF
Shares40.5K
Event2026-03-31
Filed2026-05-13
SNEX
89.34%StoneX Group Inc.
Shares33.9K
Event2026-03-31
Filed2026-05-13
FN
27.91%Fabrinet
Shares5.2K
Event2026-03-31
Filed2026-05-13
YETI
23.64%YETI Holdings Inc
Shares74.1K
Event2026-03-31
Filed2026-05-13
SPYM
54.31%SPDR Portfolio S&P 500 ETF
Shares35.3K
Event2026-03-31
Filed2026-05-13
ESE
26.02%ESCO Technologies Inc
Shares9.4K
Event2026-03-31
Filed2026-05-13
ABBV
15.19%AbbVie Inc
Shares12.2K
Event2026-03-31
Filed2026-05-13
EWW
41.20%iShares MSCI Mexico ETF
Shares34.8K
Event2026-03-31
Filed2026-05-13
CAKE
27.55%Cheesecake Factory
Shares47.8K
Event2026-03-31
Filed2026-05-13
VCR
0.89%Vanguard Consumer Discretionary ETF
Shares7.3K
Event2026-03-31
Filed2026-05-13
DIS
1.33%The Walt Disney Co
Shares26.3K
Event2026-03-31
Filed2026-05-13
VGT
11.71%Vanguard Information Technology ETF
Shares3.6K
Event2026-03-31
Filed2026-05-13
HQY
26.28%HealthEquity, Inc.
Shares29.9K
Event2026-03-31
Filed2026-05-13
SXT
27.49%Sensient Technologies Corporation
Shares28.4K
Event2026-03-31
Filed2026-05-13
ESGE
25.75%iShares ESG Aware MSCI EM ETF
Shares53.3K
Event2026-03-31
Filed2026-05-13
KNF
25.99%Knife River Corporation
Shares29.4K
Event2026-03-31
Filed2026-05-13
IJJ
-6.12%iShares S&P Mid-Cap 400 Value ETF
Shares18.1K
Event2026-03-31
Filed2026-05-13
WDC
NewWestern Digital Corporation
Shares8.8K
Event2026-03-31
Filed2026-05-13
VNQ
-3.00%Vanguard Real Estate ETF
Shares26.8K
Event2026-03-31
Filed2026-05-13
TIPZ
12.35%PIMCO Broad U.S. TIPS Index ETF
Shares44.6K
Event2026-03-31
Filed2026-05-13
VSEC
NewVSE Corporation
Shares12.8K
Event2026-03-31
Filed2026-05-13
CPRX
26.35%Catalyst Pharmaceuticals, Inc.
Shares94.7K
Event2026-03-31
Filed2026-05-13
EMBJ
26.27%Embraer SA ADR
Shares39.5K
Event2026-03-31
Filed2026-05-13
DraftKings Inc Ordinary Shares - Class A
40.05%DraftKings Inc Ordinary Shares - Class A
Shares108.0K
Event2026-03-31
Filed2026-05-13
IJT
-81.01%iShares S&P Small-Cap 600 Growth ETF
Shares16.0K
Event2026-03-31
Filed2026-05-13
SCHB
21.56%Schwab US Broad Market ETF
Shares91.8K
Event2026-03-31
Filed2026-05-13
SPYV
-4.61%SPDR Portfolio S&P 500 Value ETF
Shares40.4K
Event2026-03-31
Filed2026-05-13
MCD
-3.38%McDonald's Corp
Shares7.3K
Event2026-03-31
Filed2026-05-13
PLNT
27.34%Planet Fitness, Inc
Shares30.4K
Event2026-03-31
Filed2026-05-13
EWY
168.25%iShares MSCI South Korea ETF
Shares18.4K
Event2026-03-31
Filed2026-05-13
IRTC
27.79%iRhythm Technologies Inc
Shares18.9K
Event2026-03-31
Filed2026-05-13
ZWS
27.19%Zurn Elkay Water Solutions C
Shares49.2K
Event2026-03-31
Filed2026-05-13
XLK
4.39%Technology Select Sector SPDR ETF
Shares16.5K
Event2026-03-31
Filed2026-05-13
PG
8.94%Procter & Gamble Co.
Shares14.9K
Event2026-03-31
Filed2026-05-13
CELH
28.47%Celsius Holdings, Inc.
Shares60.8K
Event2026-03-31
Filed2026-05-13
WGS
176.33%GeneDX Holdings Corp.
Shares33.3K
Event2026-03-31
Filed2026-05-13
RDNT
26.19%RadNet Inc
Shares38.2K
Event2026-03-31
Filed2026-05-13
UPS
0.13%United Parcel Service Inc Class B
Shares21.7K
Event2026-03-31
Filed2026-05-13
EFG
-1.45%iShares MSCI EAFE Growth ETF
Shares19.1K
Event2026-03-31
Filed2026-05-13
RH
25.53%RH
Shares15.2K
Event2026-03-31
Filed2026-05-13
SGHC
27.42%Super Group SGHC Limited
Shares190.5K
Event2026-03-31
Filed2026-05-13
MBB
-5.31%iShares MBS ETF
Shares21.4K
Event2026-03-31
Filed2026-05-13
Dave, Inc.
24.92%Dave, Inc.
Shares11.6K
Event2026-03-31
Filed2026-05-13
OLED
27.08%Universal Display Corp
Shares22.0K
Event2026-03-31
Filed2026-05-13
CHWY
89.52%Chewy Inc
Shares74.3K
Event2026-03-31
Filed2026-05-13
SVOL
19.80%Simplify Volatility Premium ETF
Shares129.7K
Event2026-03-31
Filed2026-05-13
BFAM
26.52%Bright Horizons Family Solutions Inc.
Shares23.9K
Event2026-03-31
Filed2026-05-13
HYD
4.86%VanEck High Yield Muni ETF
Shares39.0K
Event2026-03-31
Filed2026-05-13
VRRM
50.73%Verra Mobility Corporation
Shares135.9K
Event2026-03-31
Filed2026-05-13
BILS
18.31%SPDR Bloomberg 3-12 Month T-Bill ETF
Shares19.5K
Event2026-03-31
Filed2026-05-13
PINS
76.85%Pinterest, Inc.
Shares105.4K
Event2026-03-31
Filed2026-05-13
BJ
26.83%BJ'S Wholesale Club Holdings, Inc
Shares19.1K
Event2026-03-31
Filed2026-05-13
WFC
3.57%Wells Fargo & Co
Shares23.6K
Event2026-03-31
Filed2026-05-13
WM
-9.99%Waste Management Inc
Shares8.1K
Event2026-03-31
Filed2026-05-13
PLMR
27.15%Palomar Holdings, Inc.
Shares15.3K
Event2026-03-31
Filed2026-05-13
ESML
26.11%iShares ESG Aware MSCI USA Small-Cap ETF
Shares38.2K
Event2026-03-31
Filed2026-05-13
YOU
1.95%Clear Secure, Inc. Ordinary Shares Class A
Shares36.9K
Event2026-03-31
Filed2026-05-13
Lam Research Corporation
-1.20%Lam Research Corporation
Shares8.2K
Event2026-03-31
Filed2026-05-13
GOVT
39.54%iShares US Treasury Bond ETF
Shares76.3K
Event2026-03-31
Filed2026-05-13
SNDK
NewSandisk Corp
Shares2.7K
Event2026-03-31
Filed2026-05-13
OLLI
26.61%Ollie's Bargain Outlet Holdings, Inc.
Shares18.8K
Event2026-03-31
Filed2026-05-13
LOW
-5.34%Lowe's Companies Inc
Shares7.3K
Event2026-03-31
Filed2026-05-13
PSTG
40.69%Pure Storage, Inc.
Shares29.2K
Event2026-03-31
Filed2026-05-13
CAT
-2.72%Caterpillar Inc
Shares2.4K
Event2026-03-31
Filed2026-05-13
SHAK
25.69%Shake Shack Inc.
Shares19.1K
Event2026-03-31
Filed2026-05-13
BSY
26.88%Bentley Systems, Incorporated
Shares48.1K
Event2026-03-31
Filed2026-05-13
RTX
13.51%RTX Corp
Shares8.7K
Event2026-03-31
Filed2026-05-13
RELY
26.61%Remitly Global, Inc.
Shares106.0K
Event2026-03-31
Filed2026-05-13
HRI
27.58%Herc Holdings, Inc.
Shares16.6K
Event2026-03-31
Filed2026-05-13
SCHC
271.17%Schwab International Small-Cap Equity ETF
Shares35.2K
Event2026-03-31
Filed2026-05-13
SCHF
10.95%Schwab International Equity ETF
Shares66.4K
Event2026-03-31
Filed2026-05-13
QTWO
26.89%Q2 Holdings Inc
Shares34.6K
Event2026-03-31
Filed2026-05-13
UEC
16.80%Uranium Energy Corp
Shares120.3K
Event2026-03-31
Filed2026-05-13
IWB
58.76%iShares Russell 1000 ETF
Shares4.5K
Event2026-03-31
Filed2026-05-13
DFNM
15.85%Dimensional National Municipal Bond ETF
Shares32.8K
Event2026-03-31
Filed2026-05-13
VCIT
36.47%Vanguard Interm-Term Corp Bd ETF
Shares18.8K
Event2026-03-31
Filed2026-05-13
CWST
27.07%Casella Waste Systems, Inc.
Shares19.5K
Event2026-03-31
Filed2026-05-13
REET
-46.01%iShares Global REIT ETF
Shares61.1K
Event2026-03-31
Filed2026-05-13
HON
4.80%Honeywell International Inc
Shares6.8K
Event2026-03-31
Filed2026-05-13
PEP
6.72%PepsiCo Inc
Shares9.8K
Event2026-03-31
Filed2026-05-13
ELF
65.80%E.L.F. Beauty Inc
Shares24.9K
Event2026-03-31
Filed2026-05-13
CNQ
0.37%Canadian Natural Resources Ltd
Shares31.1K
Event2026-03-31
Filed2026-05-13
LIT
474.48%Global X Lithium And (battery Tech Etf)
Shares20.2K
Event2026-03-31
Filed2026-05-13
VDC
0.00%Vanguard Consumer Staples ETF
Shares6.6K
Event2026-03-31
Filed2026-05-13
T
-9.04%AT&T Inc
Shares51.2K
Event2026-03-31
Filed2026-05-13
ORCL
-1.47%Oracle Corp
Shares10.0K
Event2026-03-31
Filed2026-05-13
QUAL
-9.48%iShares MSCI USA Quality Factor ETF
Shares7.7K
Event2026-03-31
Filed2026-05-13
MO
0.44%Altria Group Inc
Shares22.3K
Event2026-03-31
Filed2026-05-13
SCHD
NewSchwab US Dividend Equity ETF
Shares47.5K
Event2026-03-31
Filed2026-05-13
VOE
80.83%Vanguard Mid-Cap Value ETF
Shares7.8K
Event2026-03-31
Filed2026-05-13
SU
0.11%Suncor Energy Inc
Shares21.2K
Event2026-03-31
Filed2026-05-13
GSHD
63.48%Goosehead Insurance, Inc.
Shares32.7K
Event2026-03-31
Filed2026-05-13
HDV
NewiShares Core High Dividend ETF
Shares10.0K
Event2026-03-31
Filed2026-05-13
The Cigna Group
-50.67%The Cigna Group
Shares5.1K
Event2026-03-31
Filed2026-05-13
PRVA
47.97%Privia Health Group, Inc.
Shares65.5K
Event2026-03-31
Filed2026-05-13
XLF
-7.09%Financial Select Sector SPDR ETF
Shares26.9K
Event2026-03-31
Filed2026-05-13
SNPE
-8.28%Xtrackers S&P 500 Scored & Screened ETF
Shares22.0K
Event2026-03-31
Filed2026-05-13
EMB
39.43%iShares JPMorgan USD Emerging Markets Bond ETF
Shares13.7K
Event2026-03-31
Filed2026-05-13
PH
3.61%Parker Hannifin Corp
Shares1.4K
Event2026-03-31
Filed2026-05-13
KRE
-32.00%SPDR S&P Regional Banking ETF
Shares19.6K
Event2026-03-31
Filed2026-05-13
UNH
6.15%UnitedHealth Group Inc
Shares4.7K
Event2026-03-31
Filed2026-05-13
NUSC
10.39%Nuveen ESG Small-Cap ETF
Shares27.8K
Event2026-03-31
Filed2026-05-13
SUSC
12.44%iShares ESG USD Corporate Bond ETF
Shares53.1K
Event2026-03-31
Filed2026-05-13
SHV
0.41%iShares Short Treasury Bond ETF
Shares11.1K
Event2026-03-31
Filed2026-05-13
KOMP
198.93%SPDR S&P Kensho New Economies Composite ETF
Shares20.7K
Event2026-03-31
Filed2026-05-13
NEE
-7.48%NextEra Energy Inc
Shares12.9K
Event2026-03-31
Filed2026-05-13
MS
4.19%Morgan Stanley
Shares7.1K
Event2026-03-31
Filed2026-05-13
JPRE
4.41%JPMorgan Realty Income ETF
Shares24.4K
Event2026-03-31
Filed2026-05-13
OKE
0.02%ONEOK Inc
Shares13.0K
Event2026-03-31
Filed2026-05-13
MPC
0.15%Marathon Petroleum Corp
Shares4.8K
Event2026-03-31
Filed2026-05-13
IHE
-13.42%iShares US Pharmaceuticals ETF
Shares13.2K
Event2026-03-31
Filed2026-05-13
CIBR
1.77%First Trust NASDAQ Cybersecurity ETF
Shares18.1K
Event2026-03-31
Filed2026-05-13
TMO
18.61%Thermo Fisher Scientific Inc
Shares2.3K
Event2026-03-31
Filed2026-05-13
MCK
4.16%McKesson Corp
Shares1.3K
Event2026-03-31
Filed2026-05-13
ARKW
-16.38%ARK Next Generation Internet ETF
Shares9.1K
Event2026-03-31
Filed2026-05-13
LXP-PC
2.62%LXP Industrial 6.5 PFD Conv Ser C
Shares23.5K
Event2026-03-31
Filed2026-05-13
VT
-0.53%Vanguard Total World Stock ETF
Shares7.8K
Event2026-03-31
Filed2026-05-13
SPEM
30.95%SPDR Portfolio Emerging Markets ETF
Shares22.6K
Event2026-03-31
Filed2026-05-13
MEAR
-5.04%BlackRock Short Maturity Municipal Bond ETF
Shares20.9K
Event2026-03-31
Filed2026-05-13
AOM
-19.00%iShares Core 40/60 Moderate Allocation ETF
Shares21.9K
Event2026-03-31
Filed2026-05-13
VDE
NewVanguard Energy ETF
Shares6.0K
Event2026-03-31
Filed2026-05-13
RY
-3.64%Royal Bank of Canada
Shares6.4K
Event2026-03-31
Filed2026-05-13
WMB
4.24%Williams Companies Inc
Shares14.0K
Event2026-03-31
Filed2026-05-13
XSD
NewSPDR S&P Semicond ETF
Shares3.1K
Event2026-03-31
Filed2026-05-13
DSI
-7.93%iShares MSCI KLD 400 Social ETF
Shares8.3K
Event2026-03-31
Filed2026-05-13
PEB-PE
-2.84%Pebblebrook 6.375 PFD PFD Ser E
Shares52.2K
Event2026-03-31
Filed2026-05-13
VICI
-8.76%Vici Properties Inc
Shares36.6K
Event2026-03-31
Filed2026-05-13
ITOT
-0.64%iShares Core S&P Total US Stock Mkt ETF
Shares7.0K
Event2026-03-31
Filed2026-05-13
FNDF
NewSchwab Fundamental International Large Company Index ETF
Shares20.4K
Event2026-03-31
Filed2026-05-13
CB
-0.98%Chubb Ltd
Shares3.0K
Event2026-03-31
Filed2026-05-13
HCA
-6.93%HCA Healthcare Inc
Shares2.1K
Event2026-03-31
Filed2026-05-13
HYXF
12.37%iShares ESG Advanced High Yield Corporate Bond ETF
Shares21.1K
Event2026-03-31
Filed2026-05-13
SCHK
NewSchwab 1000 Index ETF
Shares30.7K
Event2026-03-31
Filed2026-05-13
EFIV
-1.75%SPDR S&P 500 ESG ETF
Shares15.1K
Event2026-03-31
Filed2026-05-13
WING
24.68%Wingstop, Inc.
Shares6.1K
Event2026-03-31
Filed2026-05-13
NOC
10.38%Northrop Grumman Corp
Shares1.4K
Event2026-03-31
Filed2026-05-13
KO
-0.03%Coca-Cola Co
Shares12.3K
Event2026-03-31
Filed2026-05-13
VBR
11.64%Vanguard Small-Cap Value ETF
Shares4.3K
Event2026-03-31
Filed2026-05-13
SCHM
-1.30%Schwab US Mid-Cap ETF
Shares30.0K
Event2026-03-31
Filed2026-05-13
DHR
13.35%Danaher Corp
Shares4.9K
Event2026-03-31
Filed2026-05-13
MUNI
-5.13%PIMCO Intermediate Muni Bd Actv ETF
Shares17.7K
Event2026-03-31
Filed2026-05-13
CTAS
-13.69%Cintas Corp
Shares5.3K
Event2026-03-31
Filed2026-05-13
SLYG
2.22%SPDR S&P 600 Small Cap Growth ETF
Shares9.0K
Event2026-03-31
Filed2026-05-13
SCHW
0.75%Charles Schwab Corp
Shares9.2K
Event2026-03-31
Filed2026-05-13
SHW
1.86%Sherwin-Williams Co
Shares2.7K
Event2026-03-31
Filed2026-05-13
YieldMax Ultra Option Income Strategy ETF
17.48%YieldMax Ultra Option Income Strategy ETF
Shares27.9K
Event2026-03-31
Filed2026-05-13
RWO
-62.10%SPDR Dow Jones Global Real Estate ETF
Shares18.3K
Event2026-03-31
Filed2026-05-13
Seagate Technology Holdings PLC
0.00%Seagate Technology Holdings PLC
Shares2.1K
Event2026-03-31
Filed2026-05-13
GS
22.21%The Goldman Sachs Group Inc
Shares963
Event2026-03-31
Filed2026-05-13
SLYV
-2.62%SPDR S&P 600 Small Cap Value ETF
Shares8.5K
Event2026-03-31
Filed2026-05-13
PLTR
39.55%Palantir Technologies Inc Ordinary Shares - Class A
Shares5.5K
Event2026-03-31
Filed2026-05-13
CSX
-0.28%CSX Corp
Shares19.5K
Event2026-03-31
Filed2026-05-13
PNC
6.79%PNC Financial Services Group Inc
Shares3.8K
Event2026-03-31
Filed2026-05-13
IBM
1.62%International Business Machines Corp
Shares3.2K
Event2026-03-31
Filed2026-05-13
IWV
50.58%iShares Russell 3000 ETF
Shares2.1K
Event2026-03-31
Filed2026-05-13
PHYS
0.00%Sprott Physical Gold Trust
Shares21.5K
Event2026-03-31
Filed2026-05-13
BNDX
15.50%Vanguard Total International Bond ETF
Shares15.8K
Event2026-03-31
Filed2026-05-13
CNRG
NewSS SPDR S&P Kensho Clean PWR ETF
Shares8.4K
Event2026-03-31
Filed2026-05-13
UBER
-11.18%Uber Technologies Inc
Shares10.3K
Event2026-03-31
Filed2026-05-13
SDY
-0.86%SPDR S&P Dividend ETF
Shares5.1K
Event2026-03-31
Filed2026-05-13
IJH
0.40%iShares Core S&P Mid-Cap ETF
Shares10.9K
Event2026-03-31
Filed2026-05-13
PBE
-3.85%Invesco Biotechnology & Genome ETF
Shares9.3K
Event2026-03-31
Filed2026-05-13
VOOG
-41.69%Vanguard S&P 500 Growth ETF
Shares1.8K
Event2026-03-31
Filed2026-05-13
PEB-PF
0.00%Pebblebrook Ho 6.3 PFD PFD Ser F
Shares37.8K
Event2026-03-31
Filed2026-05-13
BND
NewVanguard Total Bond Market ETF
Shares9.9K
Event2026-03-31
Filed2026-05-13
BN
11.74%Brookfield Corp
Shares17.8K
Event2026-03-31
Filed2026-05-13
TJX
10.78%TJX Companies Inc
Shares4.5K
Event2026-03-31
Filed2026-05-13
TXN
-1.19%Texas Instruments Inc
Shares3.7K
Event2026-03-31
Filed2026-05-13
GILD
1.00%Gilead Sciences Inc
Shares5.1K
Event2026-03-31
Filed2026-05-13
VOT
20.88%Vanguard Mid-Cap Growth ETF
Shares2.7K
Event2026-03-31
Filed2026-05-13
VHT
7.92%Vanguard Health Care ETF
Shares2.6K
Event2026-03-31
Filed2026-05-13
AES
0.00%AES Corp.
Shares49.3K
Event2026-03-31
Filed2026-05-13
JMST
-85.88%JPMorgan Ultra-Short Municipal ETF
Shares13.6K
Event2026-03-31
Filed2026-05-13
XLU
-7.55%SPDR Utilities Select Sector ETF
Shares15.0K
Event2026-03-31
Filed2026-05-13
Accenture PLC Class A
-3.87%Accenture PLC Class A
Shares3.5K
Event2026-03-31
Filed2026-05-13
KKR & Co Inc Ordinary Shares
1.00%KKR & Co Inc Ordinary Shares
Shares7.3K
Event2026-03-31
Filed2026-05-13
TD
0.00%The Toronto-Dominion Bank
Shares7.3K
Event2026-03-31
Filed2026-05-13
SLF
0.25%Sun Life Financial Inc
Shares10.2K
Event2026-03-31
Filed2026-05-13
SBUX
-12.49%Starbucks Corp
Shares7.1K
Event2026-03-31
Filed2026-05-13
ROK
0.64%Rockwell Automation Inc
Shares1.7K
Event2026-03-31
Filed2026-05-13
MFC
0.00%Manulife Financial Corp
Shares18.0K
Event2026-03-31
Filed2026-05-13
ICF
-3.39%iShares Cohen & Steers REIT ETF
Shares9.8K
Event2026-03-31
Filed2026-05-13
SCHX
39.68%Schwab US Large-Cap ETF
Shares23.3K
Event2026-03-31
Filed2026-05-13
IGV
-1.58%iShares Expanded Tech-Software Sect ETF
Shares7.4K
Event2026-03-31
Filed2026-05-13
MU
11.51%Micron Technology Inc
Shares1.8K
Event2026-03-31
Filed2026-05-13
Duke Energy Corp
8.29%Duke Energy Corp
Shares4.5K
Event2026-03-31
Filed2026-05-13
XLI
-3.80%Industrial Select Sector SPDR ETF
Shares3.6K
Event2026-03-31
Filed2026-05-13
NTR
-40.84%Nutrien Ltd
Shares7.7K
Event2026-03-31
Filed2026-05-13
KMI
-10.17%Kinder Morgan Inc Class P
Shares17.2K
Event2026-03-31
Filed2026-05-13
Southstate Bank Corp
NewSouthstate Bank Corp
Shares6.2K
Event2026-03-31
Filed2026-05-13
Celestica Inc.
-7.50%Celestica Inc.
Shares2.0K
Event2026-03-31
Filed2026-05-13
SHY
-2.54%iShares 1-3 Year Treasury Bond ETF
Shares6.9K
Event2026-03-31
Filed2026-05-13
DFAE
-16.45%Dimensional Emerging Core Equity Mkt ETF
Shares16.8K
Event2026-03-31
Filed2026-05-13
PFE
-44.33%Pfizer Inc
Shares19.9K
Event2026-03-31
Filed2026-05-13
PANW
3.87%Palo Alto Networks Inc
Shares3.5K
Event2026-03-31
Filed2026-05-13
SUI
-22.36%Sun Communities Inc
Shares4.4K
Event2026-03-31
Filed2026-05-13
SCHE
7.53%Schwab Emerging Markets Equity ETF
Shares16.8K
Event2026-03-31
Filed2026-05-13
Eaton Corp PLC
9.66%Eaton Corp PLC
Shares1.5K
Event2026-03-31
Filed2026-05-13
SYK
-2.80%Stryker Corp
Shares1.7K
Event2026-03-31
Filed2026-05-13
COF
7.48%Capital One Financial Corp
Shares3.0K
Event2026-03-31
Filed2026-05-13
PSA
-8.01%Public Storage
Shares2.0K
Event2026-03-31
Filed2026-05-13
QCOM
7.53%Qualcomm Inc
Shares4.2K
Event2026-03-31
Filed2026-05-13
JEPI
0.19%JPMorgan Equity Premium Income ETF
Shares9.5K
Event2026-03-31
Filed2026-05-13
SHM
-4.43%SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
Shares11.2K
Event2026-03-31
Filed2026-05-13
MAR
-3.15%Marriott International Inc Class A
Shares1.6K
Event2026-03-31
Filed2026-05-13
QDF
21.50%FlexShares Quality Dividend ETF
Shares6.7K
Event2026-03-31
Filed2026-05-13
OXY
NewOccidental Petroleum Corp
Shares8.2K
Event2026-03-31
Filed2026-05-13
ARKQ
-23.82%ARK Autonomous Technology&Robotics ETF
Shares4.7K
Event2026-03-31
Filed2026-05-13
EEM
5.22%iShares MSCI Emerging Markets ETF
Shares9.2K
Event2026-03-31
Filed2026-05-13
IVW
0.00%iShares S&P 500 Growth ETF
Shares4.6K
Event2026-03-31
Filed2026-05-13
NUDM
12.62%Nuveen ESG International Developed Markets Equity ETF
Shares14.2K
Event2026-03-31
Filed2026-05-13
USB
0.86%U.S. Bancorp
Shares9.6K
Event2026-03-31
Filed2026-05-13
Cencora Inc
1.93%Cencora Inc
Shares1.6K
Event2026-03-31
Filed2026-05-13
XMMO
NewInvesco S&P Mid-Cap Momentum ETF
Shares3.4K
Event2026-03-31
Filed2026-05-13
NKE
-13.12%Nike Inc.
Shares9.4K
Event2026-03-31
Filed2026-05-13
PFF
3.25%iShares Preferred & Income Securities ETF
Shares15.7K
Event2026-03-31
Filed2026-05-13
VZ
5.97%Verizon Communications Inc
Shares9.5K
Event2026-03-31
Filed2026-05-13
SGOV
-9.57%iShares 0-3 Month Treasury Bond ETF
Shares4.6K
Event2026-03-31
Filed2026-05-13
CNI
-6.51%Canadian National Railway Co
Shares4.5K
Event2026-03-31
Filed2026-05-13
MDLZ
14.30%Mondelez International Inc Class A
Shares8.0K
Event2026-03-31
Filed2026-05-13
CCJ
0.00%Cameco Corp
Shares4.2K
Event2026-03-31
Filed2026-05-13
IHI
NewiShares US Medical Devices ETF
Shares8.5K
Event2026-03-31
Filed2026-05-13
VOX
0.00%Vanguard Communication Services ETF
Shares2.5K
Event2026-03-31
Filed2026-05-13
UNP
6.99%Union Pacific Corp
Shares1.9K
Event2026-03-31
Filed2026-05-13
SHOP
9.37%Shopify Inc.
Shares3.7K
Event2026-03-31
Filed2026-05-13
URI
-3.58%United Rentals Inc
Shares592
Event2026-03-31
Filed2026-05-13
CTVA
31.28%Corteva Inc
Shares5.1K
Event2026-03-31
Filed2026-05-13
MCHP
1.63%Microchip Technology Inc
Shares6.7K
Event2026-03-31
Filed2026-05-13
PGX
-0.01%Invesco Preferred ETF
Shares39.0K
Event2026-03-31
Filed2026-05-13
Medtronic PLC
3.90%Medtronic PLC
Shares4.9K
Event2026-03-31
Filed2026-05-13
PFSI
-2.38%PennyMac Financial Services Inc Class A
Shares4.8K
Event2026-03-31
Filed2026-05-13
XLP
18.83%Consumer Staples Select Sector SPDR ETF
Shares5.1K
Event2026-03-31
Filed2026-05-13
CMI
18.99%Cummins Inc
Shares777
Event2026-03-31
Filed2026-05-13
DIA
0.00%SPDR Dow Jones Industrial Avrg ETF Tr
Shares890
Event2026-03-31
Filed2026-05-13
SCHZ
0.00%Schwab US Aggregate Bond ETF
Shares17.7K
Event2026-03-31
Filed2026-05-13
VPU
0.00%Vanguard Utilities ETF
Shares2.0K
Event2026-03-31
Filed2026-05-13
BIV
-3.02%Vanguard Intermediate-Term Bond ETF
Shares5.2K
Event2026-03-31
Filed2026-05-13
SPHQ
-0.69%Invesco S&P500 Quality ETF
Shares5.3K
Event2026-03-31
Filed2026-05-13
NICE
-7.70%NICE Ltd.
Shares3.6K
Event2026-03-31
Filed2026-05-13
PBA
-21.03%Pembina Pipeline Corp
Shares8.6K
Event2026-03-31
Filed2026-05-13
ISRG
3.87%Intuitive Surgical Inc
Shares833
Event2026-03-31
Filed2026-05-13
TECK
-0.80%Teck Resources Ltd.
Shares7.4K
Event2026-03-31
Filed2026-05-13
EMR
0.55%Emerson Electric Co
Shares2.9K
Event2026-03-31
Filed2026-05-13
VIS
0.00%Vanguard Industrials ETF
Shares1.2K
Event2026-03-31
Filed2026-05-13
PGR
-13.06%Progressive Corp
Shares1.9K
Event2026-03-31
Filed2026-05-13
DE
33.67%Deere & Co
Shares655
Event2026-03-31
Filed2026-05-13
SLG
0.00%SL Green Realty Corp.
Shares9.9K
Event2026-03-31
Filed2026-05-13
IYF
0.00%iShares U.S. Financials ETF
Shares3.1K
Event2026-03-31
Filed2026-05-13
CMCSA
0.42%Comcast Corp Class A
Shares12.6K
Event2026-03-31
Filed2026-05-13
CL
-4.63%Colgate-Palmolive Co
Shares4.2K
Event2026-03-31
Filed2026-05-13
WFG
2.24%West Fraser Timber Co.Ltd
Shares5.4K
Event2026-03-31
Filed2026-05-13
ICE
-8.72%Intercontinental Exchange Inc
Shares2.2K
Event2026-03-31
Filed2026-05-13
XLV
-7.06%Health Care Select Sector SPDR ETF
Shares2.4K
Event2026-03-31
Filed2026-05-13
DELL
0.00%Dell Technologies Inc.
Shares2.1K
Event2026-03-31
Filed2026-05-13
IBIT
-18.95%iShares Bitcoin ETF
Shares9.0K
Event2026-03-31
Filed2026-05-13
NOW
36.86%ServiceNow Inc
Shares3.3K
Event2026-03-31
Filed2026-05-13
CVS
4.65%CVS Health Corp
Shares4.8K
Event2026-03-31
Filed2026-05-13
IVE
0.00%iShares S&P 500 Value ETF
Shares1.6K
Event2026-03-31
Filed2026-05-13
STRK
NewStrategy Inc 8.00 Series A Perpetual S
Shares4.8K
Event2026-03-31
Filed2026-05-13
NVO
7.69%Novo Nordisk A/S ADR
Shares9.3K
Event2026-03-31
Filed2026-05-13
IJK
-11.75%iShares S&P Mid-Cap 400 Growth ETF
Shares3.4K
Event2026-03-31
Filed2026-05-13
Linde PLC
10.66%Linde PLC
Shares685
Event2026-03-31
Filed2026-05-13
SPYX
-19.64%SPDR S&P 500 Fossil Fuel Rsrv Free ETF
Shares6.4K
Event2026-03-31
Filed2026-05-13
ECL
-1.57%Ecolab Inc
Shares1.3K
Event2026-03-31
Filed2026-05-13
DVY
0.00%iShares Select Dividend ETF
Shares2.2K
Event2026-03-31
Filed2026-05-13
Blackstone Inc
-17.38%Blackstone Inc
Shares2.8K
Event2026-03-31
Filed2026-05-13
EAGG
6.58%iShares ESG U.S. Aggregate Bond ETF
Shares6.8K
Event2026-03-31
Filed2026-05-13
BMY
NewBristol-Myers Squibb Company
Shares5.3K
Event2026-03-31
Filed2026-05-13
IYW
-36.99%iShares US Technology ETF
Shares1.8K
Event2026-03-31
Filed2026-05-13
SMB
-4.19%VanEck Short Muni ETF
Shares18.5K
Event2026-03-31
Filed2026-05-13
XLY
-0.21%SPDR Fund Consumer Discre Select ETF
Shares2.9K
Event2026-03-31
Filed2026-05-13
SUSL
0.00%iShares ESG MSCI USA Leaders ETF
Shares2.8K
Event2026-03-31
Filed2026-05-13
TPC
0.27%Tutor Perini Corp
Shares4.1K
Event2026-03-31
Filed2026-05-13
BIP
-1.69%Brookfield Infrastructure Partners LP
Shares8.7K
Event2026-03-31
Filed2026-05-13
FFIN
0.00%First Financial Bankshares Inc
Shares10.6K
Event2026-03-31
Filed2026-05-13
SA
0.00%Seabridge Gold Inc
Shares11.0K
Event2026-03-31
Filed2026-05-13
TE Connectivity PLC
0.40%TE Connectivity PLC
Shares1.5K
Event2026-03-31
Filed2026-05-13
PWR
17.15%Quanta Services Inc
Shares560
Event2026-03-31
Filed2026-05-13
PWRD
-46.91%TCW Transform Systems ETF
Shares3.1K
Event2026-03-31
Filed2026-05-13
MOAT
0.00%VanEck Morningstar Wide Moat ETF
Shares3.1K
Event2026-03-31
Filed2026-05-13
ARKK
0.00%ARK Innovation ETF
Shares4.5K
Event2026-03-31
Filed2026-05-13
GWX
-14.90%SPDR S&P International Small Cap ETF
Shares7.2K
Event2026-03-31
Filed2026-05-13
INTC
NewIntel Corp.
Shares6.8K
Event2026-03-31
Filed2026-05-13
YUM
0.41%Yum Brands Inc
Shares1.9K
Event2026-03-31
Filed2026-05-13
IBRX
0.00%ImmunityBio, Inc.
Shares38.9K
Event2026-03-31
Filed2026-05-13
VRTX
3.59%Vertex Pharmaceuticals Inc
Shares664
Event2026-03-31
Filed2026-05-13
AB
-2.49%Alliance Bernstein Holdings LP
Shares7.8K
Event2026-03-31
Filed2026-05-13
TGT
-4.08%Target Corp
Shares2.3K
Event2026-03-31
Filed2026-05-13
DLS
0.00%WisdomTree International SmallCp Div ETF
Shares3.4K
Event2026-03-31
Filed2026-05-13
SRE
1.62%Sempra
Shares2.8K
Event2026-03-31
Filed2026-05-13
XLE
NewEnergy Select Sector SPDR ETF
Shares4.5K
Event2026-03-31
Filed2026-05-13
CACI
0.00%CACI International Inc.
Shares500
Event2026-03-31
Filed2026-05-13
Invesco S&P 500 Low Volatility ETF
0.00%Invesco S&P 500 Low Volatility ETF
Shares3.7K
Event2026-03-31
Filed2026-05-13
VGK
NewVanguard FTSE Europe ETF
Shares3.2K
Event2026-03-31
Filed2026-05-13
AstraZeneca PLC
NewAstraZeneca PLC
Shares1.3K
Event2026-03-31
Filed2026-05-13
MGV
9.45%Vanguard Mega Cap Value ETF
Shares1.8K
Event2026-03-31
Filed2026-05-13
CLX
0.00%Clorox Co
Shares2.5K
Event2026-03-31
Filed2026-05-13
EMA
0.00%Emera Inc
Shares5.0K
Event2026-03-31
Filed2026-05-13
EXR
-2.94%Extra Space Storage Inc
Shares1.9K
Event2026-03-31
Filed2026-05-13
FTS
0.00%Fortis Inc
Shares4.5K
Event2026-03-31
Filed2026-05-13
PHG
-26.56%Koninklijke Philips NV ADR
Shares9.2K
Event2026-03-31
Filed2026-05-13
JMUB
-11.01%JPMorgan Municipal ETF
Shares5.0K
Event2026-03-31
Filed2026-05-13
General Electric Co
18.27%General Electric Co
Shares874
Event2026-03-31
Filed2026-05-13
VAW
0.00%Vanguard Materials ETF
Shares1.1K
Event2026-03-31
Filed2026-05-13
VBK
NewVanguard Small-Cap Growth ETF
Shares817
Event2026-03-31
Filed2026-05-13
GIB
1.35%CGI Inc.
Shares3.4K
Event2026-03-31
Filed2026-05-13
VIGI
0.00%Vanguard International Dividend Appreciation Index ETF
Shares2.8K
Event2026-03-31
Filed2026-05-13
LYV
-5.77%Live Nation Entertainment Inc
Shares1.6K
Event2026-03-31
Filed2026-05-13
XEL
NewXcel Energy Inc
Shares3.0K
Event2026-03-31
Filed2026-05-13
SYY
0.33%Sysco Corp
Shares3.3K
Event2026-03-31
Filed2026-05-13
FMS
0.00%Fresenius Medical Care AG ADR
Shares10.5K
Event2026-03-31
Filed2026-05-13
TER
NewTeradyne, Inc.
Shares797
Event2026-03-31
Filed2026-05-13
SRLN
NewSPDR Blackstone Senior Loan ETF
Shares5.8K
Event2026-03-31
Filed2026-05-13
VLO
NewValero Energy Corp
Shares935
Event2026-03-31
Filed2026-05-13
UDR
-13.58%Udr Inc
Shares6.8K
Event2026-03-31
Filed2026-05-13
ITB
-2.80%iShares US Home Construction ETF
Shares2.5K
Event2026-03-31
Filed2026-05-13
IBB
-3.21%iShares Biotechnology ETF
Shares1.4K
Event2026-03-31
Filed2026-05-13
FTNT
0.07%Fortinet Inc
Shares2.8K
Event2026-03-31
Filed2026-05-13
ED
NewConsolidated Edison
Shares2.0K
Event2026-03-31
Filed2026-05-13
LHX
NewL3Harris Technologies Inc
Shares648
Event2026-03-31
Filed2026-05-13
MMM
9.91%3M Co
Shares1.5K
Event2026-03-31
Filed2026-05-13
MLM
1.36%Martin Marietta Materials Inc
Shares374
Event2026-03-31
Filed2026-05-13
SWX
NewSouthwest Gas Corp
Shares2.5K
Event2026-03-31
Filed2026-05-13
BlackRock, Inc.
0.00%BlackRock, Inc.
Shares224
Event2026-03-31
Filed2026-05-13
Canadian Pacific Kansas City Ltd
NewCanadian Pacific Kansas City Ltd
Shares2.7K
Event2026-03-31
Filed2026-05-13
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available