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The Analysis of OneDigital Investment Advisors LLC's Holdings & P&L

Currently, OneDigital Investment Advisors LLC holds 1447 types of securities in its portfolio with a total value $10.2B. In the most recent quarter, they have increased their positions in CORO (+3.9M shares, valued at $126.2M), SPTI (+3.5M shares, valued at $99.7M), SPYM (+1.0M shares, valued at $78.5M); decreased their positions in OEF (-393.6K shares, valued at $125.2M), N/A (-514.7K shares, valued at $45.4M), N/A (-60.6K shares, valued at $36.2M); initiated new positions in CORO (+3.9M shares, valued at $126.2M), BLCR (+1.5M shares, valued at $60.1M), N/A (+1.3M shares, valued at $11.3M).

1M P&L

+260.5M+2.53%

3M P&L

+86.8M+0.83%

HY P&L

+545.8M+5.46%

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

Top Holding Treemap

Top Industries by Value

1N/A8.1B

83.3%

2Semiconductors164.1M

1.7%

3Consumer Electronics155.4M

1.6%

Top Industries by Stock Count

1N/A688 stocks

50.2%

2Banks - Regional29 stocks

2.1%

3Biotechnology26 stocks

1.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST7.1M shares16.74%2026-03-312026-05-08

IUSB ISHARES TR7.6M shares10.64%2026-03-312026-05-08

DYNF BLACKROCK ETF TRUST3.8M shares-11.98%2026-03-312026-05-08

SCHG SCHWAB STRATEGIC TR7.5M shares4.38%2026-03-312026-05-08

IVE ISHARES TR965.6K shares-2.46%2026-03-312026-05-08

DFAU DIMENSIONAL ETF TRUST4.4M shares1.93%2026-03-312026-05-08

DFSD DIMENSIONAL ETF TRUST3.7M shares4.00%2026-03-312026-05-08

MBB ISHARES TR1.8M shares8.73%2026-03-312026-05-08

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BOND PIMCO ETF TR1.8M shares12.79%2026-03-312026-05-08

DFAC DIMENSIONAL ETF TRUST4.0M shares2.37%2026-03-312026-05-08

AAPL APPLE INC610.2K shares1.88%2026-03-312026-05-08

AVEM AMERICAN CENTY ETF TR1.9M shares-15.87%2026-03-312026-05-08

IVV ISHARES TR221.7K shares6.43%2026-03-312026-05-08

EFV ISHARES TR1.9M shares1.17%2026-03-312026-05-08

DFCF DIMENSIONAL ETF TRUST3.3M shares3.35%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS229.4K shares-20.88%2026-03-312026-05-08

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QUAL ISHARES TR691.1K shares6.30%2026-03-312026-05-08

CORO BLACKROCK ETF TRUST3.9M sharesnew addition2026-03-312026-05-08

SPTI SPDR SERIES TRUST4.0M shares668.28%2026-03-312026-05-08

VTEB VANGUARD MUN BD FDS2.2M shares11.56%2026-03-312026-05-08

DFAI DIMENSIONAL ETF TRUST2.7M shares1.27%2026-03-312026-05-08

MTUM ISHARES TR422.1K shares4.75%2026-03-312026-05-08

NVDA NVIDIA CORPORATION561.6K shares2.16%2026-03-312026-05-08

MUB ISHARES TR842.7K shares8.95%2026-03-312026-05-08

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MSFT MICROSOFT CORP238.8K shares-7.36%2026-03-312026-05-08

BAI BLACKROCK ETF TRUST2.7M shares19.93%2026-03-312026-05-08

GSLC GOLDMAN SACHS ETF TR639.4K shares-1.73%2026-03-312026-05-08

ISHARES GOLD TR ISHARES GOLD TR843.8K shares-37.89%2026-03-312026-05-08

DFIC DIMENSIONAL ETF TRUST2.1M shares1.30%2026-03-312026-05-08

BINC BLACKROCK ETF TRUST II1.4M shares-1.02%2026-03-312026-05-08

VT VANGUARD INTL EQUITY INDEX F519.2K shares-1.91%2026-03-312026-05-08

XTEN BONDBLOXX ETF TRUST1.5M shares-0.48%2026-03-312026-05-08

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AMZN AMAZON COM INC339.3K shares1.36%2026-03-312026-05-08

SHLD GLOBAL X FDS982.4K shares79.04%2026-03-312026-05-08

FBCG FIDELITY COVINGTON TRUST1.3M shares19.68%2026-03-312026-05-08

IEFA ISHARES TR731.7K shares-8.12%2026-03-312026-05-08

BNDX VANGUARD CHARLOTTE FDS1.4M shares25.43%2026-03-312026-05-08

VTI VANGUARD INDEX FDS195.9K shares1.91%2026-03-312026-05-08

ALPHABET INC ALPHABET INC214.8K shares4.95%2026-03-312026-05-08

BLCR BLACKROCK ETF TRUST1.5M sharesnew addition2026-03-312026-05-08

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AVUS AMERICAN CENTY ETF TR487.2K shares-0.16%2026-03-312026-05-08

FENI FIDELITY COVINGTON TRUST1.4M shares16.49%2026-03-312026-05-08

OEF ISHARES TR163.4K shares-70.66%2026-03-312026-05-08

BND VANGUARD BD INDEX FDS667.3K shares15.62%2026-03-312026-05-08

JMTG J P MORGAN EXCHANGE TRADED F889.5K shares1.38%2026-03-312026-05-08

DGRW WISDOMTREE TR509.8K shares0.09%2026-03-312026-05-08

IVW ISHARES TR391.1K shares2.56%2026-03-312026-05-08

GSIE GOLDMAN SACHS ETF TR1.0M shares1.41%2026-03-312026-05-08

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IEI ISHARES TR357.2K shares24.63%2026-03-312026-05-08

PYLD PIMCO ETF TR1.6M shares14.64%2026-03-312026-05-08

FMB FIRST TR EXCH TRADED FD III744.4K shares28.65%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T57.7K shares0.06%2026-03-312026-05-08

DFEM DIMENSIONAL ETF TRUST1.1M shares1.59%2026-03-312026-05-08

DCOR DIMENSIONAL ETF TRUST517.0K shares7.05%2026-03-312026-05-08

SCHZ SCHWAB STRATEGIC TR1.6M shares-48.58%2026-03-312026-05-08

CORP PIMCO ETF TR373.8K shares4.93%2026-03-312026-05-08

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DFAE DIMENSIONAL ETF TRUST1.0M shares1.04%2026-03-312026-05-08

DUHP DIMENSIONAL ETF TRUST919.9K shares-2.43%2026-03-312026-05-08

DFLV DIMENSIONAL ETF TRUST936.8K shares0.13%2026-03-312026-05-08

HYS PIMCO ETF TR354.5K shares23.00%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR56.3K shares3.39%2026-03-312026-05-08

IYW ISHARES TR176.8K shares-20.97%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO108.5K shares-3.86%2026-03-312026-05-08

IEMG ISHARES INC457.4K shares26.67%2026-03-312026-05-08

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NTSX WISDOMTREE TR610.0K shares-13.19%2026-03-312026-05-08

MOAT VANECK ETF TRUST318.6K shares-31.72%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL63.1K shares-2.74%2026-03-312026-05-08

DFAX DIMENSIONAL ETF TRUST888.3K shares4.04%2026-03-312026-05-08

PMBS PIMCO ETF TR605.7K shares43.31%2026-03-312026-05-08

ALPHABET INC ALPHABET INC104.7K shares-1.13%2026-03-312026-05-08

SCHX SCHWAB STRATEGIC TR1.1M shares-1.82%2026-03-312026-05-08

FBND FIDELITY MERRIMACK STR TR630.3K shares25.90%2026-03-312026-05-08

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VO VANGUARD INDEX FDS96.3K shares4.85%2026-03-312026-05-08

IGSB ISHARES TR509.0K shares-3.56%2026-03-312026-05-08

IGEB ISHARES TR590.6K shares-17.35%2026-03-312026-05-08

PVAL PUTNAM ETF TRUST572.4K shares16.64%2026-03-312026-05-08

AVDE AMERICAN CENTY ETF TR312.5K shares-31.37%2026-03-312026-05-08

SPAB SPDR SERIES TRUST1.0M shares-18.12%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T131.1K shares3.97%2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC73.7K shares16.57%2026-03-312026-05-08

Sponsored

XSOE WISDOMTREE TR599.4K shares-21.40%2026-03-312026-05-08

IJH ISHARES TR352.6K shares10.42%2026-03-312026-05-08

TFLO ISHARES TR464.8K shares-4.94%2026-03-312026-05-08

ITM VANECK ETF TRUST501.6K shares4.51%2026-03-312026-05-08

SHY ISHARES TR282.0K shares-5.14%2026-03-312026-05-08

TLT ISHARES TR265.9K shares-24.59%2026-03-312026-05-08

TGRT T ROWE PRICE ETF INC574.0K shares16.96%2026-03-312026-05-08

VUG VANGUARD INDEX FDS51.4K shares5.83%2026-03-312026-05-08

Sponsored

NTSI WISDOMTREE TR505.7K shares3.96%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR724.8K shares5.34%2026-03-312026-05-08

ITOT ISHARES TR155.6K shares32.20%2026-03-312026-05-08

DFSV DIMENSIONAL ETF TRUST625.6K shares4.16%2026-03-312026-05-08

XOM EXXON MOBIL CORP128.6K shares1.52%2026-03-312026-05-08

IWB ISHARES TR61.2K shares-1.07%2026-03-312026-05-08

DFGR DIMENSIONAL ETF TRUST820.1K shares2.21%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS100.7K shares-1.01%2026-03-312026-05-08

Sponsored

TCAF T ROWE PRICE ETF INC603.3K shares-17.62%2026-03-312026-05-08

VOOV VANGUARD ADMIRAL FDS INC105.2K shares-27.10%2026-03-312026-05-08

DFUS DIMENSIONAL ETF TRUST300.5K shares5.15%2026-03-312026-05-08

SCHV SCHWAB STRATEGIC TR695.9K shares-33.19%2026-03-312026-05-08

USMV ISHARES TR226.7K shares-3.36%2026-03-312026-05-08

VXUS VANGUARD STAR FDS271.4K shares13.67%2026-03-312026-05-08

USIG ISHARES TR405.3K shares-0.26%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON84.2K shares-20.73%2026-03-312026-05-08

Sponsored

TVAL T ROWE PRICE ETF INC559.5K shares-6.15%2026-03-312026-05-08

MCD MCDONALDS CORP64.5K shares10.56%2026-03-312026-05-08

EFG ISHARES TR177.6K shares-4.30%2026-03-312026-05-08

SCHB SCHWAB STRATEGIC TR755.4K shares-43.30%2026-03-312026-05-08

GSEW GOLDMAN SACHS ETF TR221.0K shares-29.15%2026-03-312026-05-08

PG PROCTER & GAMBLE CO129.4K shares-3.02%2026-03-312026-05-08

BROADCOM INC BROADCOM INC60.0K shares-38.48%2026-03-312026-05-08

META META PLATFORMS INC32.4K shares-1.40%2026-03-312026-05-08

Sponsored

IEF ISHARES TR194.1K shares-2.45%2026-03-312026-05-08

FSMD FIDELITY COVINGTON TRUST409.7K shares122.36%2026-03-312026-05-08

WMT WALMART INC147.0K shares-28.34%2026-03-312026-05-08

AVUV AMERICAN CENTY ETF TR162.9K shares57.40%2026-03-312026-05-08

SCHM SCHWAB STRATEGIC TR570.8K shares-19.50%2026-03-312026-05-08

AVLC AMERICAN CENTY ETF TR226.1K shares0.18%2026-03-312026-05-08

CVX CHEVRON CORPORATION82.9K shares0.85%2026-03-312026-05-08

AMD ADVANCED MICRO DEVICES INC84.0K shares28.55%2026-03-312026-05-08

Sponsored

CVS CVS HEALTH CORP237.6K shares-0.71%2026-03-312026-05-08

JPST J P MORGAN EXCHANGE TRADED F335.8K shares-6.47%2026-03-312026-05-08

DFAS DIMENSIONAL ETF TRUST236.4K shares2.98%2026-03-312026-05-08

DGCB DIMENSIONAL ETF TRUST308.7K shares13.75%2026-03-312026-05-08

BSV VANGUARD BD INDEX FDS210.0K shares-3.81%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION15.9K shares-12.93%2026-03-312026-05-08

IWF ISHARES TR37.0K shares2.93%2026-03-312026-05-08

SSUS STRATEGY SHS337.7K shares-6.93%2026-03-312026-05-08

Sponsored

SPSM SPDR SERIES TRUST320.0K shares-0.17%2026-03-312026-05-08

DFUV DIMENSIONAL ETF TRUST315.9K shares-3.76%2026-03-312026-05-08

USHY ISHARES TR412.2K shares-22.85%2026-03-312026-05-08

CLOA BLACKROCK ETF TRUST II292.4K shares152.33%2026-03-312026-05-08

VTV VANGUARD INDEX FDS76.8K shares9.96%2026-03-312026-05-08

HYD VANECK ETF TRUST300.6K shares-5.56%2026-03-312026-05-08

SO SOUTHERN CO154.8K shares-4.14%2026-03-312026-05-08

VEU VANGUARD INTL EQUITY INDEX F197.0K shares-20.43%2026-03-312026-05-08

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SYSB ISHARES TR162.5K shares10.13%2026-03-312026-05-08

VCSH VANGUARD SCOTTSDALE FDS179.0K shares-7.06%2026-03-312026-05-08

TSLA TESLA INC37.8K shares-12.38%2026-03-312026-05-08

ABBV ABBVIE INC64.6K shares6.63%2026-03-312026-05-08

IVLU ISHARES TR346.8K shares0.02%2026-03-312026-05-08

ICVT ISHARES TR135.2K shares-1.54%2026-03-312026-05-08

IJR ISHARES TR110.3K shares-9.27%2026-03-312026-05-08

LDUR PIMCO ETF TR142.2K shares21.17%2026-03-312026-05-08

Sponsored

VUSB VANGUARD BD INDEX FDS272.8K shares-3.80%2026-03-312026-05-08

DBMF LITMAN GREGORY FDS TR444.1K shares-31.08%2026-03-312026-05-08

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY169.2K shares0.94%2026-03-312026-05-08

BA BOEING CO66.0K shares-13.77%2026-03-312026-05-08

XLG INVESCO EXCHANGE TRADED FD T235.8K shares12.56%2026-03-312026-05-08

WTMF WISDOMTREE TR319.2K shares-30.93%2026-03-312026-05-08

CAT CATERPILLAR INC17.8K shares3.46%2026-03-312026-05-08

SCHF SCHWAB STRATEGIC TR503.0K shares-0.83%2026-03-312026-05-08

Sponsored

CSCO CISCO SYS INC159.0K shares1.98%2026-03-312026-05-08

GLD SPDR GOLD TR28.0K shares-5.65%2026-03-312026-05-08

LLY ELI LILLY & CO12.8K shares4.70%2026-03-312026-05-08

SCHA SCHWAB STRATEGIC TR394.7K shares0.36%2026-03-312026-05-08

PEP PEPSICO INC73.8K shares-5.49%2026-03-312026-05-08

PUTNAM ETF TRUST PUTNAM ETF TRUST1.3M sharesnew addition2026-03-312026-05-08

HD HOME DEPOT INC34.3K shares-8.17%2026-03-312026-05-08

IUSG ISHARES TR72.6K shares-0.40%2026-03-312026-05-08

Sponsored

GNMA ISHARES TR251.5K shares11.12%2026-03-312026-05-08

VB VANGUARD INDEX FDS42.4K shares-17.50%2026-03-312026-05-08

GBF ISHARES TR106.6K shares1.97%2026-03-312026-05-08

UNH UNITEDHEALTH GROUP INC41.0K shares11.81%2026-03-312026-05-08

PRFD PIMCO ETF TR215.4K shares8.79%2026-03-312026-05-08

VRT VERTIV HOLDINGS CO43.5K shares19.56%2026-03-312026-05-08

DGRO ISHARES TR155.1K shares5.07%2026-03-312026-05-08

DXCM DEXCOM INC170.7K shares20.21%2026-03-312026-05-08

Sponsored

VEA VANGUARD TAX-MANAGED FDS166.3K shares-22.44%2026-03-312026-05-08

FCOR FIDELITY MERRIMACK STR TR224.5K shares23.90%2026-03-312026-05-08

LMUB ISHARES TR207.9K sharesnew addition2026-03-312026-05-08

VCIT VANGUARD SCOTTSDALE FDS123.6K shares-4.90%2026-03-312026-05-08

ESGU ISHARES TR70.6K shares-0.71%2026-03-312026-05-08

FNDX SCHWAB STRATEGIC TR351.1K shares2.43%2026-03-312026-05-08

SGOV ISHARES TR97.0K shares-1.26%2026-03-312026-05-08

DFGX DIMENSIONAL ETF TRUST185.6K shares9.63%2026-03-312026-05-08

Sponsored

NKE NIKE INC183.9K shares14.10%2026-03-312026-05-08

JMUB J P MORGAN EXCHANGE TRADED F192.5K shares-2.82%2026-03-312026-05-08

MEDTRONIC PLC MEDTRONIC PLC110.8K shares41.37%2026-03-312026-05-08

V VISA INC31.6K shares3.82%2026-03-312026-05-08

SHYG ISHARES TR223.3K shares-3.89%2026-03-312026-05-08

DFSU DIMENSIONAL ETF TRUST228.9K shares6.07%2026-03-312026-05-08

KMB KIMBERLY-CLARK CORP93.7K shares95.60%2026-03-312026-05-08

COP CONOCOPHILLIPS68.4K shares0.09%2026-03-312026-05-08

Sponsored

IBM INTERNATIONAL BUSINESS MACHS37.2K shares-4.13%2026-03-312026-05-08

AVSC AMERICAN CENTY ETF TR143.4K shares0.27%2026-03-312026-05-08

AGG ISHARES TR89.6K shares-12.50%2026-03-312026-05-08

VNLA JANUS DETROIT STR TR180.8K shares-28.93%2026-03-312026-05-08

SUSL ISHARES TR77.3K shares0.69%2026-03-312026-05-08

BALT INNOVATOR ETFS TRUST261.6K shares11.63%2026-03-312026-05-08

QLTA ISHARES TR183.8K shares54.43%2026-03-312026-05-08

VLUE ISHARES TR61.2K shares69.29%2026-03-312026-05-08

Sponsored

FLQM FRANKLIN TEMPLETON ETF TR154.5K shares-12.89%2026-03-312026-05-08

BTAL AGF INVTS TR594.4K shares-13.76%2026-03-312026-05-08

EMXC ISHARES INC105.4K shares0.32%2026-03-312026-05-08

SPTS SPDR SERIES TRUST283.5K shares394.29%2026-03-312026-05-08

VGSH VANGUARD SCOTTSDALE FDS140.0K shares-4.36%2026-03-312026-05-08

VLO VALERO ENERGY CORP33.1K shares-2.11%2026-03-312026-05-08

PODD INSULET CORP38.8K shares43.87%2026-03-312026-05-08

NEAR ISHARES U S ETF TR157.3K shares13.79%2026-03-312026-05-08

Sponsored

TDG TRANSDIGM GROUP INC6.9K shares19.54%2026-03-312026-05-08

PFE PFIZER INC283.7K shares-2.91%2026-03-312026-05-08

DDWM WISDOMTREE TR180.3K sharesnew addition2026-03-312026-05-08

VGK VANGUARD INTL EQUITY INDEX F95.9K shares123.26%2026-03-312026-05-08

GE AEROSPACE GE AEROSPACE27.6K shares6.65%2026-03-312026-05-08

CGDV CAPITAL GROUP DIVIDEND VALUE183.3K shares-0.54%2026-03-312026-05-08

IUSV ISHARES TR75.7K shares0.08%2026-03-312026-05-08

IOT SAMSARA INC244.0K shares15.87%2026-03-312026-05-08

Sponsored

IBDR ISHARES TR317.6K shares-0.21%2026-03-312026-05-08

IWD ISHARES TR35.7K shares-6.63%2026-03-312026-05-08

NOW SERVICENOW INC71.1K shares2.99%2026-03-312026-05-08

NTSE WISDOMTREE TR183.8K shares1.94%2026-03-312026-05-08

HYMB SPDR SERIES TRUST290.9K shares120.28%2026-03-312026-05-08

AMAT APPLIED MATLS INC21.1K shares57.56%2026-03-312026-05-08

SPMD SPDR SERIES TRUST120.5K shares-2.90%2026-03-312026-05-08

CMF ISHARES TR124.7K shares1.25%2026-03-312026-05-08

Sponsored

DFGP DIMENSIONAL ETF TRUST131.3K shares11.23%2026-03-312026-05-08

GDE WISDOMTREE TR112.2K sharesnew addition2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC58.6K shares11.14%2026-03-312026-05-08

QQQM INVESCO EXCH TRADED FD TR II29.4K shares19.51%2026-03-312026-05-08

WMB WILLIAMS COS INC95.8K shares-2.45%2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS45.9K shares19.83%2026-03-312026-05-08

IEV ISHARES TR100.1K shares-20.07%2026-03-312026-05-08

RDVY FIRST TR EXCHANGE TRADED FD99.5K shares16.83%2026-03-312026-05-08

Sponsored

WFC WELLS FARGO & CO85.1K shares13.82%2026-03-312026-05-08

CGGR CAPITAL GROUP GROWTH ETF167.9K shares197.44%2026-03-312026-05-08

BMY BRISTOL-MYERS SQUIBB CO110.7K shares-1.83%2026-03-312026-05-08

TMO THERMO FISHER SCIENTIFIC INC13.6K shares-8.31%2026-03-312026-05-08

FTCS FIRST TR EXCHANGE-TRADED FD71.7K shares168.87%2026-03-312026-05-08

IBDS ISHARES TR272.5K shares0.30%2026-03-312026-05-08

FLOT ISHARES TR129.6K shares-29.88%2026-03-312026-05-08

VGLT VANGUARD SCOTTSDALE FDS118.1K shares0.85%2026-03-312026-05-08

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TXN TEXAS INSTRS INC33.6K shares1.55%2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F120.7K shares-5.89%2026-03-312026-05-08

FRDM EA SERIES TRUST119.0K shares-10.72%2026-03-312026-05-08

J JACOBS SOLUTIONS INC50.9K shares1632.98%2026-03-312026-05-08

JBHT HUNT J B TRANS SVCS INC30.5K shares109.29%2026-03-312026-05-08

ANGL VANECK ETF TRUST223.2K shares2.03%2026-03-312026-05-08

MA MASTERCARD INCORPORATED12.8K shares-3.19%2026-03-312026-05-08

TMSL T ROWE PRICE ETF INC173.8K shares10.59%2026-03-312026-05-08

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XLK SELECT SECTOR SPDR TR47.8K shares-1.14%2026-03-312026-05-08

HSY HERSHEY CO30.4K shares2.34%2026-03-312026-05-08

RTX RTX CORPORATION32.3K shares15.28%2026-03-312026-05-08

KO COCA COLA CO81.9K shares-30.09%2026-03-312026-05-08

PHYL PGIM ETF TR179.6K shares28.24%2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC42.4K shares-6.17%2026-03-312026-05-08

TECH BIO-TECHNE CORP118.5K shares17.92%2026-03-312026-05-08

PRVA PRIVIA HEALTH GROUP INC300.9K shares0.03%2026-03-312026-05-08

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BAC BANK AMERICA CORP126.9K shares-7.53%2026-03-312026-05-08

TIP ISHARES TR55.7K shares-3.42%2026-03-312026-05-08

VOOG VANGUARD ADMIRAL FDS INC14.9K shares-1.38%2026-03-312026-05-08

AXP AMERICAN EXPRESS CO20.1K shares-12.23%2026-03-312026-05-08

AMGN AMGEN INC17.1K shares0.61%2026-03-312026-05-08

MU MICRON TECHNOLOGY INC17.7K shares-14.37%2026-03-312026-05-08

TLH ISHARES TR58.9K shares-35.86%2026-03-312026-05-08

HELO J P MORGAN EXCHANGE TRADED F91.3K shares34.34%2026-03-312026-05-08

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RJF RAYMOND JAMES FINL INC39.9K shares-1.88%2026-03-312026-05-08

ORCL ORACLE CORP39.1K shares1.18%2026-03-312026-05-08

IBDU ISHARES TR247.0K shares0.37%2026-03-312026-05-08

TFC TRUIST FINL CORP122.6K shares-3.79%2026-03-312026-05-08

IBDT ISHARES TR220.9K shares-2.03%2026-03-312026-05-08

EAGG ISHARES TR117.5K shares38.08%2026-03-312026-05-08

O REALTY INCOME CORP90.9K shares2.46%2026-03-312026-05-08

VBK VANGUARD INDEX FDS18.4K shares-2.41%2026-03-312026-05-08

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SUSC ISHARES TR239.3K shares26.63%2026-03-312026-05-08

IBKR INTERACTIVE BROKERS GROUP IN82.3K shares-14.33%2026-03-312026-05-08

SMMD ISHARES TR71.8K shares-8.28%2026-03-312026-05-08

GEV GE VERNOVA INC6.3K shares16.11%2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP9.0K shares-10.36%2026-03-312026-05-08

IBDV ISHARES TR249.3K shares0.39%2026-03-312026-05-08

EMB ISHARES TR58.1K shares-81.83%2026-03-312026-05-08

NFLX NETFLIX INC.56.7K shares40.87%2026-03-312026-05-08

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VBR VANGUARD INDEX FDS25.0K shares-3.50%2026-03-312026-05-08

UPS UNITED PARCEL SVCS INC54.3K shares-0.10%2026-03-312026-05-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW39.8K shares-10.90%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC31.3K shares21.96%2026-03-312026-05-08

XLF SELECT SECTOR SPDR TR103.6K shares-13.73%2026-03-312026-05-08

PSX PHILLIPS 6627.8K shares-3.59%2026-03-312026-05-08

TGT TARGET CORP41.5K shares3.57%2026-03-312026-05-08

VWOB VANGUARD WHITEHALL FDS76.4K shares-15.24%2026-03-312026-05-08

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ABEQ UNIFIED SER TR131.4K shares-0.86%2026-03-312026-05-08

LCTU BLACKROCK ETF TRUST70.3K shares-5.61%2026-03-312026-05-08

SIVR ABRDN SILVER ETF TRUST68.4K shares-22.73%2026-03-312026-05-08

IWM ISHARES TR19.8K shares-2.27%2026-03-312026-05-08

UCON FIRST TR EXCHNG TRADED FD VI195.8K shares58.01%2026-03-312026-05-08

DFSI DIMENSIONAL ETF TRUST111.7K shares-0.54%2026-03-312026-05-08

AVDV AMERICAN CENTY ETF TR47.4K shares3.02%2026-03-312026-05-08

DE DEERE & CO8.4K shares-33.51%2026-03-312026-05-08

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JAAA JANUS DETROIT STR TR93.3K shares4.72%2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC93.0K shares-9.98%2026-03-312026-05-08

DIS DISNEY WALT CO47.9K shares33.19%2026-03-312026-05-08

JEPI J P MORGAN EXCHANGE TRADED F81.2K shares130.45%2026-03-312026-05-08

UNP UNION PAC CORP18.9K shares12.26%2026-03-312026-05-08

SCHW SCHWAB CHARLES CORP48.0K shares17.34%2026-03-312026-05-08

LAMR LAMAR ADVERTISING CO35.6K shares0.78%2026-03-312026-05-08

EFA ISHARES TR46.1K shares5.90%2026-03-312026-05-08

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TJX TJX COS INC NEW28.0K shares-17.47%2026-03-312026-05-08

IBDW ISHARES TR213.6K shares1.16%2026-03-312026-05-08

ALLY ALLY FINL INC113.2K shares-3.74%2026-03-312026-05-08

T AT&T INC151.4K shares-6.49%2026-03-312026-05-08

AGI ALAMOS GOLD INC97.4K shares-13.23%2026-03-312026-05-08

IBDX ISHARES TR171.0K shares3.20%2026-03-312026-05-08

DISV DIMENSIONAL ETF TRUST109.1K shares3.84%2026-03-312026-05-08

SSFI STRATEGY SHS191.3K shares115.29%2026-03-312026-05-08

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PJAN INNOVATOR ETFS TRUST88.4K shares8.92%2026-03-312026-05-08

SPTM SPDR SERIES TRUST51.5K shares30.69%2026-03-312026-05-08

INFL LISTED FDS TR78.2K shares4.28%2026-03-312026-05-08

PANW PALO ALTO NETWORKS INC25.3K shares15.84%2026-03-312026-05-08

SBUX STARBUCKS CORP45.1K shares30.85%2026-03-312026-05-08

PAYX PAYCHEX INC43.6K shares1.20%2026-03-312026-05-08

KNG FIRST TR EXCHANGE-TRADED FD82.4K shares-0.53%2026-03-312026-05-08

DFSB DIMENSIONAL ETF TRUST77.4K shares0.94%2026-03-312026-05-08

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HECA ETF OPPORTUNITIES TRUST138.1K shares5.84%2026-03-312026-05-08

KLAC KLA CORP2.7K shares-4.04%2026-03-312026-05-08

GLPI GAMING & LEISURE P88.4K shares0.43%2026-03-312026-05-08

SII SPROTT INC27.4K shares-8.06%2026-03-312026-05-08

ASML ASML HLDG NV3.0K shares-4.50%2026-03-312026-05-08

AVRE AMERICAN CENTY ETF TR88.0K shares3.73%2026-03-312026-05-08

AVDS AMERICAN CENTY ETF TR53.7K shares-0.39%2026-03-312026-05-08

CRWD CROWDSTRIKE HLDGS INC9.8K shares-10.41%2026-03-312026-05-08

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UBND VICTORY PORTFOLIOS II176.1K shares2.58%2026-03-312026-05-08

FTSL FIRST TR EXCHANGE-TRADED FD85.2K shares-6.19%2026-03-312026-05-08

PSEP INNOVATOR ETFS TRUST88.3K shares-2.32%2026-03-312026-05-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP11.1K shares54.86%2026-03-312026-05-08

QTEC FIRST TR EXCHANGE-TRADED FD17.5K shares0.76%2026-03-312026-05-08

MLN VANECK ETF TRUST216.2K shares1.88%2026-03-312026-05-08

IWR ISHARES TR38.6K shares-44.33%2026-03-312026-05-08

PGR PROGRESSIVE CORP18.9K shares4.66%2026-03-312026-05-08

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MDY STATE STR SPDR S&P MIDCAP 406.1K shares-3.75%2026-03-312026-05-08

EG EVEREST GROUP LTD11.4K shares-1.42%2026-03-312026-05-08

EME EMCOR GROUP INC5.0K shares-4.78%2026-03-312026-05-08

IBTL ISHARES TR181.5K sharesnew addition2026-03-312026-05-08

SFLR INNOVATOR ETFS TRUST104.5K sharesnew addition2026-03-312026-05-08

GLW CORNING INC27.1K shares-15.52%2026-03-312026-05-08

PJUL INNOVATOR ETFS TRUST80.1K shares-2.28%2026-03-312026-05-08

CRH PLC CRH PLC34.7K shares0.87%2026-03-312026-05-08

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DFEV DIMENSIONAL ETF TRUST101.8K shares3.44%2026-03-312026-05-08

BUFR FIRST TR EXCHNG TRADED FD VI107.6K shares2.50%2026-03-312026-05-08

MINT PIMCO ETF TR36.0K shares49.02%2026-03-312026-05-08

IXUS ISHARES TR41.3K shares-2.05%2026-03-312026-05-08

DIHP DIMENSIONAL ETF TRUST110.9K shares11.03%2026-03-312026-05-08

HEQT SIMPLIFY EXCHANGE TRADED FUN113.0K shares34.29%2026-03-312026-05-08

PSLV SPROTT ASSET MANAGEMENT LP145.7K shares-16.15%2026-03-312026-05-08

LINDE PLC LINDE PLC7.2K shares14.49%2026-03-312026-05-08

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EWJ ISHARES INC41.9K shares-1.31%2026-03-312026-05-08

VOE VANGUARD INDEX FDS19.1K shares4.03%2026-03-312026-05-08

PDEC INNOVATOR ETFS TRUST81.8K shares-3.04%2026-03-312026-05-08

AAAU GOLDMAN SACHS PHYSICAL GOLD74.2K shares-5.19%2026-03-312026-05-08

ONEQ FIDELITY COMWLTH TR39.9K sharesnew addition2026-03-312026-05-08

GILD GILEAD SCIENCES INC24.2K shares21.36%2026-03-312026-05-08

IWN ISHARES TR17.7K shares-0.14%2026-03-312026-05-08

POCT INNOVATOR ETFS TRUST77.9K shares-6.46%2026-03-312026-05-08

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PAUG INNOVATOR ETFS TRUST78.6K shares-3.40%2026-03-312026-05-08

LQD ISHARES TR30.0K shares-0.57%2026-03-312026-05-08

PMAR INNOVATOR ETFS TRUST73.1K shares13.49%2026-03-312026-05-08

CB CHUBB LTD SWITZ10.0K shares-3.80%2026-03-312026-05-08

DFAT DIMENSIONAL ETF TRUST51.7K shares-2.47%2026-03-312026-05-08

RVNU DBX ETF TR130.9K shares0.62%2026-03-312026-05-08

MO ALTRIA GROUP INC48.7K shares0.14%2026-03-312026-05-08

SUSA ISHARES TR24.3K shares5.40%2026-03-312026-05-08

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QCOM QUALCOMM INC24.9K shares-2.20%2026-03-312026-05-08

FNOV FIRST TR EXCHNG TRADED FD VI59.0K shares0.00%2026-03-312026-05-08

MMM 3M CO21.6K shares17.59%2026-03-312026-05-08

PJUN INNOVATOR ETFS TRUST74.5K shares-2.67%2026-03-312026-05-08

TRGP TARGA RES CORP12.4K shares-6.92%2026-03-312026-05-08

FLJP FRANKLIN TEMPLETON ETF TR85.9K shares8.41%2026-03-312026-05-08

QSPT FIRST TR EXCHNG TRADED FD VI100.8K shares-0.79%2026-03-312026-05-08

SLV ISHARES SILVER TR45.0K shares1.83%2026-03-312026-05-08

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LOW LOWES COS INC13.0K shares10.27%2026-03-312026-05-08

CITIGROUP INC CITIGROUP INC26.9K shares-12.85%2026-03-312026-05-08

HON HONEYWELL INTL INC13.4K shares1.82%2026-03-312026-05-08

GSST GOLDMAN SACHS ETF TR59.8K shares90.83%2026-03-312026-05-08

BLACKROCK INC BLACKROCK INC3.1K shares-35.42%2026-03-312026-05-08

PNOV INNOVATOR ETFS TRUST73.7K shares-2.47%2026-03-312026-05-08

TAXF AMERICAN CENTY ETF TR60.1K shares8.78%2026-03-312026-05-08

IGM ISHARES TR25.4K shares-12.70%2026-03-312026-05-08

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RRC RANGE RES CORP65.6K shares2.92%2026-03-312026-05-08

FALN ISHARES TR109.6K shares-3.85%2026-03-312026-05-08

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VTC VANGUARD SCOTTSDALE FDS37.6K shares322.94%2026-03-312026-05-08

ORLY OREILLY AUTOMOTIVE INC31.1K shares191.63%2026-03-312026-05-08

MEAR ISHARES U S ETF TR57.0K shares-29.53%2026-03-312026-05-08

ISTB ISHARES TR59.0K shares-11.06%2026-03-312026-05-08

IBIT ISHARES BITCOIN TRUST ETF74.4K shares74.15%2026-03-312026-05-08

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LAM RESEARCH CORP LAM RESEARCH CORP13.4K shares-12.29%2026-03-312026-05-08

CHRW C H ROBINSON WORLDWIDE IN17.0K shares-1.30%2026-03-312026-05-08

EEM ISHARES TR49.2K shares-24.32%2026-03-312026-05-08

UPWK UPWORK INC255.1K shares-1.10%2026-03-312026-05-08

HYG ISHARES TR35.0K shares5.48%2026-03-312026-05-08

NEE NEXTERA ENERGY INC29.9K shares-2.61%2026-03-312026-05-08

IWY ISHARES TR11.1K shares1009.30%2026-03-312026-05-08

CMI CUMMINS INC5.1K shares25.43%2026-03-312026-05-08

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MS MORGAN STANLEY16.7K shares-4.66%2026-03-312026-05-08

SPDW SPDR INDEX SHS FDS60.1K shares-12.37%2026-03-312026-05-08

DFSE DIMENSIONAL ETF TRUST64.7K shares1.88%2026-03-312026-05-08

IBDY ISHARES TR105.8K shares0.88%2026-03-312026-05-08

CRM SALESFORCE INC14.6K shares-16.07%2026-03-312026-05-08

ABT ABBOTT LABORATORIES26.3K shares-8.93%2026-03-312026-05-08

EZM WISDOMTREE TR40.1K sharesnew addition2026-03-312026-05-08

FHLC FIDELITY COVINGTON TRUST38.3K shares-52.01%2026-03-312026-05-08

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PMAY INNOVATOR ETFS TRUST67.3K shares-1.13%2026-03-312026-05-08

NAD NUVEEN QUALITY MUNCP INCOME233.6K shares10.91%2026-03-312026-05-08

EFAV ISHARES TR29.3K sharesnew addition2026-03-312026-05-08

INTC INTEL CORP60.7K shares-12.66%2026-03-312026-05-08

VTIP VANGUARD MALVERN FDS53.5K shares3.51%2026-03-312026-05-08

GIS GENERAL MILLS INC71.7K shares1.65%2026-03-312026-05-08

AVES AMERICAN CENTY ETF TR44.2K shares0.64%2026-03-312026-05-08

XAR SPDR SERIES TRUST10.4K shares754.61%2026-03-312026-05-08

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QVAL EA SERIES TRUST50.5K shares-1.33%2026-03-312026-05-08

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UBER UBER TECHNOLOGIES INC35.8K shares57.49%2026-03-312026-05-08

THE CIGNA GROUP THE CIGNA GROUP9.6K shares-0.16%2026-03-312026-05-08

HYDB ISHARES TR55.2K shares-8.43%2026-03-312026-05-08

BIV VANGUARD BD INDEX FDS33.2K shares2.45%2026-03-312026-05-08

SPTL SPDR SERIES TRUST97.5K shares-72.08%2026-03-312026-05-08

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FMDE FIDELITY COVINGTON TRUST71.3K shares-0.41%2026-03-312026-05-08

ETFS GOLD TR ETFS GOLD TR57.3K shares-38.98%2026-03-312026-05-08

BKNG BOOKING HOLDINGS INC607 shares63.61%2026-03-312026-05-08

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PFEB INNOVATOR ETFS TRUST61.8K shares11.83%2026-03-312026-05-08

PFF ISHARES TR81.8K shares5.19%2026-03-312026-05-08

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RODM LATTICE STRATEGIES TR62.1K shares-1.01%2026-03-312026-05-08

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ESGE ISHARES INC53.1K shares0.69%2026-03-312026-05-08

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KORP AMERICAN CENTY ETF TR51.5K shares39.14%2026-03-312026-05-08

PBFR PGIM ROCK ETF TR82.7K shares521.74%2026-03-312026-05-08

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EUSB ISHARES TR52.3K shares24.53%2026-03-312026-05-08

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VPLS VANGUARD MALVERN FDS28.6K sharesnew addition2026-03-312026-05-08

FTHI FIRST TR EXCHANGE TRADED FD96.4K shares53.07%2026-03-312026-05-08

BAB INVESCO EXCH TRADED FD TR II82.0K shares1.51%2026-03-312026-05-08

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CENCORA INC CENCORA INC7.0K shares81.39%2026-03-312026-05-08

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ARISTA NETWORKS INC ARISTA NETWORKS INC17.9K shares70.49%2026-03-312026-05-08

ARKK ARK ETF TR32.4K shares29.12%2026-03-312026-05-08

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PEY INVESCO EXCHANGE TRADED FD T101.3K shares-0.83%2026-03-312026-05-08

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DEHP DIMENSIONAL ETF TRUST64.2K shares6.58%2026-03-312026-05-08

FPE FIRST TR EXCH TRADED FD III121.7K shares3.03%2026-03-312026-05-08

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ELV ELEVANCE HEALTH INC FORMERLY7.1K shares18.62%2026-03-312026-05-08

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SYK STRYKER CORPORATION6.2K shares7.50%2026-03-312026-05-08

Sponsored

DVY ISHARES TR13.5K shares16.88%2026-03-312026-05-08

VPU VANGUARD WORLD FD10.3K shares-0.55%2026-03-312026-05-08

NEM NEWMONT CORP18.7K shares17.81%2026-03-312026-05-08

APH AMPHENOL CORP16.0K shares49.09%2026-03-312026-05-08

DHR DANAHER CORP DEL10.6K shares-14.22%2026-03-312026-05-08

PSQA PALMER SQUARE FUNDS TR97.8K shares0.00%2026-03-312026-05-08

NAC NUVEEN CA DIVI ADV MUN170.9K shares2.83%2026-03-312026-05-08

XMHQ INVESCO EXCHANGE TRADED FD T19.2K shares0.52%2026-03-312026-05-08

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD31.6K shares16.83%2026-03-312026-05-08

IWO ISHARES TR6.2K shares20.38%2026-03-312026-05-08

BABA ALIBABA GROUP HLDG LTD15.5K shares-14.49%2026-03-312026-05-08

CSX CSX CORP47.2K shares-6.42%2026-03-312026-05-08

NMZ NUVEEN MUN HIGH INCOME OPPOR186.5K shares1.03%2026-03-312026-05-08

NBR NABORS INDUSTRIES LTD22.4K shares0.20%2026-03-312026-05-08

BJ BJS WHSL CLUB HLDGS INC19.5K shares7.59%2026-03-312026-05-08

URNM SPROTT FDS TR30.4K shares1.16%2026-03-312026-05-08

Sponsored

CCJ CAMECO CORP17.6K shares-11.47%2026-03-312026-05-08

ADP AUTOMATIC DATA PROCESSING IN9.4K shares-77.93%2026-03-312026-05-08

EWX SPDR INDEX SHS FDS28.9K shares-1.99%2026-03-312026-05-08

GMF SPDR INDEX SHS FDS14.0K shares-5.72%2026-03-312026-05-08

VRTX VERTEX PHARMACEUTICALS INC4.2K shares-34.11%2026-03-312026-05-08

TRV TRAVELERS COMPANIES INC6.4K shares-16.54%2026-03-312026-05-08

RBC RBC BEARINGS INC3.4K shares-9.64%2026-03-312026-05-08

USFD US FOODS HLDG CORP20.1K shares-5.80%2026-03-312026-05-08

Sponsored

MPC MARATHON PETE CORP7.5K shares-13.92%2026-03-312026-05-08

PULS PGIM ETF TR37.0K shares107.96%2026-03-312026-05-08

RCL ROYAL CARIBBEAN GROUP6.7K shares46.31%2026-03-312026-05-08

TPL TEXAS PACIFIC LAND CORPORATI3.9K shares-8.16%2026-03-312026-05-08

SPYM

SPDR SERIES TRUST

16.74%

Shares7.1M

Event2026-03-31

Filed2026-05-08

IUSB

ISHARES TR

10.64%

Shares7.6M

Event2026-03-31

Filed2026-05-08

DYNF

BLACKROCK ETF TRUST

-11.98%

Shares3.8M

Event2026-03-31

Filed2026-05-08

SCHG

SCHWAB STRATEGIC TR

4.38%

Shares7.5M

Event2026-03-31

Filed2026-05-08

IVE

ISHARES TR

-2.46%

Shares965.6K

Event2026-03-31

Filed2026-05-08

DFAU

DIMENSIONAL ETF TRUST

1.93%

Shares4.4M

Event2026-03-31

Filed2026-05-08

DFSD

DIMENSIONAL ETF TRUST

4.00%

Shares3.7M

Event2026-03-31

Filed2026-05-08

MBB

ISHARES TR

8.73%

Shares1.8M

Event2026-03-31

Filed2026-05-08

BOND

PIMCO ETF TR

12.79%

Shares1.8M

Event2026-03-31

Filed2026-05-08

DFAC

DIMENSIONAL ETF TRUST

2.37%

Shares4.0M

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

1.88%

Shares610.2K

Event2026-03-31

Filed2026-05-08

AVEM

AMERICAN CENTY ETF TR

-15.87%

Shares1.9M

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

6.43%

Shares221.7K

Event2026-03-31

Filed2026-05-08

EFV

ISHARES TR

1.17%

Shares1.9M

Event2026-03-31

Filed2026-05-08

DFCF

DIMENSIONAL ETF TRUST

3.35%

Shares3.3M

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-20.88%

Shares229.4K

Event2026-03-31

Filed2026-05-08

QUAL

ISHARES TR

6.30%

Shares691.1K

Event2026-03-31

Filed2026-05-08

CORO

BLACKROCK ETF TRUST

New

Shares3.9M

Event2026-03-31

Filed2026-05-08

SPTI

SPDR SERIES TRUST

668.28%

Shares4.0M

Event2026-03-31

Filed2026-05-08

VTEB

VANGUARD MUN BD FDS

11.56%

Shares2.2M

Event2026-03-31

Filed2026-05-08

DFAI

DIMENSIONAL ETF TRUST

1.27%

Shares2.7M

Event2026-03-31

Filed2026-05-08

MTUM

ISHARES TR

4.75%

Shares422.1K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

2.16%

Shares561.6K

Event2026-03-31

Filed2026-05-08

MUB

ISHARES TR

8.95%

Shares842.7K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-7.36%

Shares238.8K

Event2026-03-31

Filed2026-05-08

BAI

BLACKROCK ETF TRUST

19.93%

Shares2.7M

Event2026-03-31

Filed2026-05-08

GSLC

GOLDMAN SACHS ETF TR

-1.73%

Shares639.4K

Event2026-03-31

Filed2026-05-08

ISHARES GOLD TR

-37.89%

Shares843.8K

Event2026-03-31

Filed2026-05-08

DFIC

DIMENSIONAL ETF TRUST

1.30%

Shares2.1M

Event2026-03-31

Filed2026-05-08

BINC

BLACKROCK ETF TRUST II

-1.02%

Shares1.4M

Event2026-03-31

Filed2026-05-08

VANGUARD INTL EQUITY INDEX F

-1.91%

Shares519.2K

Event2026-03-31

Filed2026-05-08

XTEN

BONDBLOXX ETF TRUST

-0.48%

Shares1.5M

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

1.36%

Shares339.3K

Event2026-03-31

Filed2026-05-08

SHLD

GLOBAL X FDS

79.04%

Shares982.4K

Event2026-03-31

Filed2026-05-08

FBCG

FIDELITY COVINGTON TRUST

19.68%

Shares1.3M

Event2026-03-31

Filed2026-05-08

IEFA

ISHARES TR

-8.12%

Shares731.7K

Event2026-03-31

Filed2026-05-08

BNDX

VANGUARD CHARLOTTE FDS

25.43%

Shares1.4M

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

1.91%

Shares195.9K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

4.95%

Shares214.8K

Event2026-03-31

Filed2026-05-08

BLCR

BLACKROCK ETF TRUST

New

Shares1.5M

Event2026-03-31

Filed2026-05-08

AVUS

AMERICAN CENTY ETF TR

-0.16%

Shares487.2K

Event2026-03-31

Filed2026-05-08

FENI

FIDELITY COVINGTON TRUST

16.49%

Shares1.4M

Event2026-03-31

Filed2026-05-08

OEF

ISHARES TR

-70.66%

Shares163.4K

Event2026-03-31

Filed2026-05-08

BND

VANGUARD BD INDEX FDS

15.62%

Shares667.3K

Event2026-03-31

Filed2026-05-08

JMTG

J P MORGAN EXCHANGE TRADED F

1.38%

Shares889.5K

Event2026-03-31

Filed2026-05-08

DGRW

WISDOMTREE TR

0.09%

Shares509.8K

Event2026-03-31

Filed2026-05-08

IVW

ISHARES TR

2.56%

Shares391.1K

Event2026-03-31

Filed2026-05-08

GSIE

GOLDMAN SACHS ETF TR

1.41%

Shares1.0M

Event2026-03-31

Filed2026-05-08

IEI

ISHARES TR

24.63%

Shares357.2K

Event2026-03-31

Filed2026-05-08

PYLD

PIMCO ETF TR

14.64%

Shares1.6M

Event2026-03-31

Filed2026-05-08

FMB

FIRST TR EXCH TRADED FD III

28.65%

Shares744.4K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

0.06%

Shares57.7K

Event2026-03-31

Filed2026-05-08

DFEM

DIMENSIONAL ETF TRUST

1.59%

Shares1.1M

Event2026-03-31

Filed2026-05-08

DCOR

DIMENSIONAL ETF TRUST

7.05%

Shares517.0K

Event2026-03-31

Filed2026-05-08

SCHZ

SCHWAB STRATEGIC TR

-48.58%

Shares1.6M

Event2026-03-31

Filed2026-05-08

CORP

PIMCO ETF TR

4.93%

Shares373.8K

Event2026-03-31

Filed2026-05-08

DFAE

DIMENSIONAL ETF TRUST

1.04%

Shares1.0M

Event2026-03-31

Filed2026-05-08

DUHP

DIMENSIONAL ETF TRUST

-2.43%

Shares919.9K

Event2026-03-31

Filed2026-05-08

DFLV

DIMENSIONAL ETF TRUST

0.13%

Shares936.8K

Event2026-03-31

Filed2026-05-08

HYS

PIMCO ETF TR

23.00%

Shares354.5K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

3.39%

Shares56.3K

Event2026-03-31

Filed2026-05-08

IYW

ISHARES TR

-20.97%

Shares176.8K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

-3.86%

Shares108.5K

Event2026-03-31

Filed2026-05-08

IEMG

ISHARES INC

26.67%

Shares457.4K

Event2026-03-31

Filed2026-05-08

NTSX

WISDOMTREE TR

-13.19%

Shares610.0K

Event2026-03-31

Filed2026-05-08

MOAT

VANECK ETF TRUST

-31.72%

Shares318.6K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

-2.74%

Shares63.1K

Event2026-03-31

Filed2026-05-08

DFAX

DIMENSIONAL ETF TRUST

4.04%

Shares888.3K

Event2026-03-31

Filed2026-05-08

PMBS

PIMCO ETF TR

43.31%

Shares605.7K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-1.13%

Shares104.7K

Event2026-03-31

Filed2026-05-08

SCHX

SCHWAB STRATEGIC TR

-1.82%

Shares1.1M

Event2026-03-31

Filed2026-05-08

FBND

FIDELITY MERRIMACK STR TR

25.90%

Shares630.3K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

4.85%

Shares96.3K

Event2026-03-31

Filed2026-05-08

IGSB

ISHARES TR

-3.56%

Shares509.0K

Event2026-03-31

Filed2026-05-08

IGEB

ISHARES TR

-17.35%

Shares590.6K

Event2026-03-31

Filed2026-05-08

PVAL

PUTNAM ETF TRUST

16.64%

Shares572.4K

Event2026-03-31

Filed2026-05-08

AVDE

AMERICAN CENTY ETF TR

-31.37%

Shares312.5K

Event2026-03-31

Filed2026-05-08

SPAB

SPDR SERIES TRUST

-18.12%

Shares1.0M

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

3.97%

Shares131.1K

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

16.57%

Shares73.7K

Event2026-03-31

Filed2026-05-08

XSOE

WISDOMTREE TR

-21.40%

Shares599.4K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

10.42%

Shares352.6K

Event2026-03-31

Filed2026-05-08

TFLO

ISHARES TR

-4.94%

Shares464.8K

Event2026-03-31

Filed2026-05-08

ITM

VANECK ETF TRUST

4.51%

Shares501.6K

Event2026-03-31

Filed2026-05-08

SHY

ISHARES TR

-5.14%

Shares282.0K

Event2026-03-31

Filed2026-05-08

TLT

ISHARES TR

-24.59%

Shares265.9K

Event2026-03-31

Filed2026-05-08

TGRT

T ROWE PRICE ETF INC

16.96%

Shares574.0K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

5.83%

Shares51.4K

Event2026-03-31

Filed2026-05-08

NTSI

WISDOMTREE TR

3.96%

Shares505.7K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB STRATEGIC TR

5.34%

Shares724.8K

Event2026-03-31

Filed2026-05-08

ITOT

ISHARES TR

32.20%

Shares155.6K

Event2026-03-31

Filed2026-05-08

DFSV

DIMENSIONAL ETF TRUST

4.16%

Shares625.6K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

1.52%

Shares128.6K

Event2026-03-31

Filed2026-05-08

IWB

ISHARES TR

-1.07%

Shares61.2K

Event2026-03-31

Filed2026-05-08

DFGR

DIMENSIONAL ETF TRUST

2.21%

Shares820.1K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

-1.01%

Shares100.7K

Event2026-03-31

Filed2026-05-08

TCAF

T ROWE PRICE ETF INC

-17.62%

Shares603.3K

Event2026-03-31

Filed2026-05-08

VOOV

VANGUARD ADMIRAL FDS INC

-27.10%

Shares105.2K

Event2026-03-31

Filed2026-05-08

DFUS

DIMENSIONAL ETF TRUST

5.15%

Shares300.5K

Event2026-03-31

Filed2026-05-08

SCHV

SCHWAB STRATEGIC TR

-33.19%

Shares695.9K

Event2026-03-31

Filed2026-05-08

USMV

ISHARES TR

-3.36%

Shares226.7K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS

13.67%

Shares271.4K

Event2026-03-31

Filed2026-05-08

USIG

ISHARES TR

-0.26%

Shares405.3K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

-20.73%

Shares84.2K

Event2026-03-31

Filed2026-05-08

TVAL

T ROWE PRICE ETF INC

-6.15%

Shares559.5K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

10.56%

Shares64.5K

Event2026-03-31

Filed2026-05-08

EFG

ISHARES TR

-4.30%

Shares177.6K

Event2026-03-31

Filed2026-05-08

SCHB

SCHWAB STRATEGIC TR

-43.30%

Shares755.4K

Event2026-03-31

Filed2026-05-08

GSEW

GOLDMAN SACHS ETF TR

-29.15%

Shares221.0K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

-3.02%

Shares129.4K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

-38.48%

Shares60.0K

Event2026-03-31

Filed2026-05-08

META

META PLATFORMS INC

-1.40%

Shares32.4K

Event2026-03-31

Filed2026-05-08

IEF

ISHARES TR

-2.45%

Shares194.1K

Event2026-03-31

Filed2026-05-08

FSMD

FIDELITY COVINGTON TRUST

122.36%

Shares409.7K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

-28.34%

Shares147.0K

Event2026-03-31

Filed2026-05-08

AVUV

AMERICAN CENTY ETF TR

57.40%

Shares162.9K

Event2026-03-31

Filed2026-05-08

SCHM

SCHWAB STRATEGIC TR

-19.50%

Shares570.8K

Event2026-03-31

Filed2026-05-08

AVLC

AMERICAN CENTY ETF TR

0.18%

Shares226.1K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

0.85%

Shares82.9K

Event2026-03-31

Filed2026-05-08

AMD

ADVANCED MICRO DEVICES INC

28.55%

Shares84.0K

Event2026-03-31

Filed2026-05-08

CVS

CVS HEALTH CORP

-0.71%

Shares237.6K

Event2026-03-31

Filed2026-05-08

JPST

J P MORGAN EXCHANGE TRADED F

-6.47%

Shares335.8K

Event2026-03-31

Filed2026-05-08

DFAS

DIMENSIONAL ETF TRUST

2.98%

Shares236.4K

Event2026-03-31

Filed2026-05-08

DGCB

DIMENSIONAL ETF TRUST

13.75%

Shares308.7K

Event2026-03-31

Filed2026-05-08

BSV

VANGUARD BD INDEX FDS

-3.81%

Shares210.0K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION

-12.93%

Shares15.9K

Event2026-03-31

Filed2026-05-08

IWF

ISHARES TR

2.93%

Shares37.0K

Event2026-03-31

Filed2026-05-08

SSUS

STRATEGY SHS

-6.93%

Shares337.7K

Event2026-03-31

Filed2026-05-08

SPSM

SPDR SERIES TRUST

-0.17%

Shares320.0K

Event2026-03-31

Filed2026-05-08

DFUV

DIMENSIONAL ETF TRUST

-3.76%

Shares315.9K

Event2026-03-31

Filed2026-05-08

USHY

ISHARES TR

-22.85%

Shares412.2K

Event2026-03-31

Filed2026-05-08

CLOA

BLACKROCK ETF TRUST II

152.33%

Shares292.4K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

9.96%

Shares76.8K

Event2026-03-31

Filed2026-05-08

HYD

VANECK ETF TRUST

-5.56%

Shares300.6K

Event2026-03-31

Filed2026-05-08

SOUTHERN CO

-4.14%

Shares154.8K

Event2026-03-31

Filed2026-05-08

VEU

VANGUARD INTL EQUITY INDEX F

-20.43%

Shares197.0K

Event2026-03-31

Filed2026-05-08

SYSB

ISHARES TR

10.13%

Shares162.5K

Event2026-03-31

Filed2026-05-08

VCSH

VANGUARD SCOTTSDALE FDS

-7.06%

Shares179.0K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

-12.38%

Shares37.8K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

6.63%

Shares64.6K

Event2026-03-31

Filed2026-05-08

IVLU

ISHARES TR

0.02%

Shares346.8K

Event2026-03-31

Filed2026-05-08

ICVT

ISHARES TR

-1.54%

Shares135.2K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

-9.27%

Shares110.3K

Event2026-03-31

Filed2026-05-08

LDUR

PIMCO ETF TR

21.17%

Shares142.2K

Event2026-03-31

Filed2026-05-08

VUSB

VANGUARD BD INDEX FDS

-3.80%

Shares272.8K

Event2026-03-31

Filed2026-05-08

DBMF

LITMAN GREGORY FDS TR

-31.08%

Shares444.1K

Event2026-03-31

Filed2026-05-08

CANADIAN PACIFIC KANSAS CITY

0.94%

Shares169.2K

Event2026-03-31

Filed2026-05-08

BOEING CO

-13.77%

Shares66.0K

Event2026-03-31

Filed2026-05-08

XLG

INVESCO EXCHANGE TRADED FD T

12.56%

Shares235.8K

Event2026-03-31

Filed2026-05-08

WTMF

WISDOMTREE TR

-30.93%

Shares319.2K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

3.46%

Shares17.8K

Event2026-03-31

Filed2026-05-08

SCHF

SCHWAB STRATEGIC TR

-0.83%

Shares503.0K

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC

1.98%

Shares159.0K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR

-5.65%

Shares28.0K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

4.70%

Shares12.8K

Event2026-03-31

Filed2026-05-08

SCHA

SCHWAB STRATEGIC TR

0.36%

Shares394.7K

Event2026-03-31

Filed2026-05-08

PEP

PEPSICO INC

-5.49%

Shares73.8K

Event2026-03-31

Filed2026-05-08

PUTNAM ETF TRUST

New

Shares1.3M

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

-8.17%

Shares34.3K

Event2026-03-31

Filed2026-05-08

IUSG

ISHARES TR

-0.40%

Shares72.6K

Event2026-03-31

Filed2026-05-08

GNMA

ISHARES TR

11.12%

Shares251.5K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-17.50%

Shares42.4K

Event2026-03-31

Filed2026-05-08

GBF

ISHARES TR

1.97%

Shares106.6K

Event2026-03-31

Filed2026-05-08

UNH

UNITEDHEALTH GROUP INC

11.81%

Shares41.0K

Event2026-03-31

Filed2026-05-08

PRFD

PIMCO ETF TR

8.79%

Shares215.4K

Event2026-03-31

Filed2026-05-08

VRT

VERTIV HOLDINGS CO

19.56%

Shares43.5K

Event2026-03-31

Filed2026-05-08

DGRO

ISHARES TR

5.07%

Shares155.1K

Event2026-03-31

Filed2026-05-08

DXCM

DEXCOM INC

20.21%

Shares170.7K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

-22.44%

Shares166.3K

Event2026-03-31

Filed2026-05-08

FCOR

FIDELITY MERRIMACK STR TR

23.90%

Shares224.5K

Event2026-03-31

Filed2026-05-08

LMUB

ISHARES TR

New

Shares207.9K

Event2026-03-31

Filed2026-05-08

VCIT

VANGUARD SCOTTSDALE FDS

-4.90%

Shares123.6K

Event2026-03-31

Filed2026-05-08

ESGU

ISHARES TR

-0.71%

Shares70.6K

Event2026-03-31

Filed2026-05-08

FNDX

SCHWAB STRATEGIC TR

2.43%

Shares351.1K

Event2026-03-31

Filed2026-05-08

SGOV

ISHARES TR

-1.26%

Shares97.0K

Event2026-03-31

Filed2026-05-08

DFGX

DIMENSIONAL ETF TRUST

9.63%

Shares185.6K

Event2026-03-31

Filed2026-05-08

NKE

NIKE INC

14.10%

Shares183.9K

Event2026-03-31

Filed2026-05-08

JMUB

J P MORGAN EXCHANGE TRADED F

-2.82%

Shares192.5K

Event2026-03-31

Filed2026-05-08

MEDTRONIC PLC

41.37%

Shares110.8K

Event2026-03-31

Filed2026-05-08

VISA INC

3.82%

Shares31.6K

Event2026-03-31

Filed2026-05-08

SHYG

ISHARES TR

-3.89%

Shares223.3K

Event2026-03-31

Filed2026-05-08

DFSU

DIMENSIONAL ETF TRUST

6.07%

Shares228.9K

Event2026-03-31

Filed2026-05-08

KMB

KIMBERLY-CLARK CORP

95.60%

Shares93.7K

Event2026-03-31

Filed2026-05-08

COP

CONOCOPHILLIPS

0.09%

Shares68.4K

Event2026-03-31

Filed2026-05-08

IBM

INTERNATIONAL BUSINESS MACHS

-4.13%

Shares37.2K

Event2026-03-31

Filed2026-05-08

AVSC

AMERICAN CENTY ETF TR

0.27%

Shares143.4K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

-12.50%

Shares89.6K

Event2026-03-31

Filed2026-05-08

VNLA

JANUS DETROIT STR TR

-28.93%

Shares180.8K

Event2026-03-31

Filed2026-05-08

SUSL

ISHARES TR

0.69%

Shares77.3K

Event2026-03-31

Filed2026-05-08

BALT

INNOVATOR ETFS TRUST

11.63%

Shares261.6K

Event2026-03-31

Filed2026-05-08

QLTA

ISHARES TR

54.43%

Shares183.8K

Event2026-03-31

Filed2026-05-08

VLUE

ISHARES TR

69.29%

Shares61.2K

Event2026-03-31

Filed2026-05-08

FLQM

FRANKLIN TEMPLETON ETF TR

-12.89%

Shares154.5K

Event2026-03-31

Filed2026-05-08

BTAL

AGF INVTS TR

-13.76%

Shares594.4K

Event2026-03-31

Filed2026-05-08

EMXC

ISHARES INC

0.32%

Shares105.4K

Event2026-03-31

Filed2026-05-08

SPTS

SPDR SERIES TRUST

394.29%

Shares283.5K

Event2026-03-31

Filed2026-05-08

VGSH

VANGUARD SCOTTSDALE FDS

-4.36%

Shares140.0K

Event2026-03-31

Filed2026-05-08

VLO

VALERO ENERGY CORP

-2.11%

Shares33.1K

Event2026-03-31

Filed2026-05-08

PODD

INSULET CORP

43.87%

Shares38.8K

Event2026-03-31

Filed2026-05-08

NEAR

ISHARES U S ETF TR

13.79%

Shares157.3K

Event2026-03-31

Filed2026-05-08

TDG

TRANSDIGM GROUP INC

19.54%

Shares6.9K

Event2026-03-31

Filed2026-05-08

PFE

PFIZER INC

-2.91%

Shares283.7K

Event2026-03-31

Filed2026-05-08

DDWM

WISDOMTREE TR

New

Shares180.3K

Event2026-03-31

Filed2026-05-08

VGK

VANGUARD INTL EQUITY INDEX F

123.26%

Shares95.9K

Event2026-03-31

Filed2026-05-08

GE AEROSPACE

6.65%

Shares27.6K

Event2026-03-31

Filed2026-05-08

CGDV

CAPITAL GROUP DIVIDEND VALUE

-0.54%

Shares183.3K

Event2026-03-31

Filed2026-05-08

IUSV

ISHARES TR

0.08%

Shares75.7K

Event2026-03-31

Filed2026-05-08

IOT

SAMSARA INC

15.87%

Shares244.0K

Event2026-03-31

Filed2026-05-08

IBDR

ISHARES TR

-0.21%

Shares317.6K

Event2026-03-31

Filed2026-05-08

IWD

ISHARES TR

-6.63%

Shares35.7K

Event2026-03-31

Filed2026-05-08

NOW

SERVICENOW INC

2.99%

Shares71.1K

Event2026-03-31

Filed2026-05-08

NTSE

WISDOMTREE TR

1.94%

Shares183.8K

Event2026-03-31

Filed2026-05-08

HYMB

SPDR SERIES TRUST

120.28%

Shares290.9K

Event2026-03-31

Filed2026-05-08

AMAT

APPLIED MATLS INC

57.56%

Shares21.1K

Event2026-03-31

Filed2026-05-08

SPMD

SPDR SERIES TRUST

-2.90%

Shares120.5K

Event2026-03-31

Filed2026-05-08

CMF

ISHARES TR

1.25%

Shares124.7K

Event2026-03-31

Filed2026-05-08

DFGP

DIMENSIONAL ETF TRUST

11.23%

Shares131.3K

Event2026-03-31

Filed2026-05-08

GDE

WISDOMTREE TR

New

Shares112.2K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

11.14%

Shares58.6K

Event2026-03-31

Filed2026-05-08

QQQM

INVESCO EXCH TRADED FD TR II

19.51%

Shares29.4K

Event2026-03-31

Filed2026-05-08

WMB

WILLIAMS COS INC

-2.45%

Shares95.8K

Event2026-03-31

Filed2026-05-08

VYM

VANGUARD WHITEHALL FDS

19.83%

Shares45.9K

Event2026-03-31

Filed2026-05-08

IEV

ISHARES TR

-20.07%

Shares100.1K

Event2026-03-31

Filed2026-05-08

RDVY

FIRST TR EXCHANGE TRADED FD

16.83%

Shares99.5K

Event2026-03-31

Filed2026-05-08

WFC

WELLS FARGO & CO

13.82%

Shares85.1K

Event2026-03-31

Filed2026-05-08

CGGR

CAPITAL GROUP GROWTH ETF

197.44%

Shares167.9K

Event2026-03-31

Filed2026-05-08

BMY

BRISTOL-MYERS SQUIBB CO

-1.83%

Shares110.7K

Event2026-03-31

Filed2026-05-08

TMO

THERMO FISHER SCIENTIFIC INC

-8.31%

Shares13.6K

Event2026-03-31

Filed2026-05-08

FTCS

FIRST TR EXCHANGE-TRADED FD

168.87%

Shares71.7K

Event2026-03-31

Filed2026-05-08

IBDS

ISHARES TR

0.30%

Shares272.5K

Event2026-03-31

Filed2026-05-08

FLOT

ISHARES TR

-29.88%

Shares129.6K

Event2026-03-31

Filed2026-05-08

VGLT

VANGUARD SCOTTSDALE FDS

0.85%

Shares118.1K

Event2026-03-31

Filed2026-05-08

TXN

TEXAS INSTRS INC

1.55%

Shares33.6K

Event2026-03-31

Filed2026-05-08

VWO

VANGUARD INTL EQUITY INDEX F

-5.89%

Shares120.7K

Event2026-03-31

Filed2026-05-08

FRDM

EA SERIES TRUST

-10.72%

Shares119.0K

Event2026-03-31

Filed2026-05-08

JACOBS SOLUTIONS INC

1632.98%

Shares50.9K

Event2026-03-31

Filed2026-05-08

JBHT

HUNT J B TRANS SVCS INC

109.29%

Shares30.5K

Event2026-03-31

Filed2026-05-08

ANGL

VANECK ETF TRUST

2.03%

Shares223.2K

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED

-3.19%

Shares12.8K

Event2026-03-31

Filed2026-05-08

TMSL

T ROWE PRICE ETF INC

10.59%

Shares173.8K

Event2026-03-31

Filed2026-05-08

XLK

SELECT SECTOR SPDR TR

-1.14%

Shares47.8K

Event2026-03-31

Filed2026-05-08

HSY

HERSHEY CO

2.34%

Shares30.4K

Event2026-03-31

Filed2026-05-08

RTX

RTX CORPORATION

15.28%

Shares32.3K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

-30.09%

Shares81.9K

Event2026-03-31

Filed2026-05-08

PHYL

PGIM ETF TR

28.24%

Shares179.6K

Event2026-03-31

Filed2026-05-08

PLTR

PALANTIR TECHNOLOGIES INC

-6.17%

Shares42.4K

Event2026-03-31

Filed2026-05-08

TECH

BIO-TECHNE CORP

17.92%

Shares118.5K

Event2026-03-31

Filed2026-05-08

PRVA

PRIVIA HEALTH GROUP INC

0.03%

Shares300.9K

Event2026-03-31

Filed2026-05-08

BAC

BANK AMERICA CORP

-7.53%

Shares126.9K

Event2026-03-31

Filed2026-05-08

TIP

ISHARES TR

-3.42%

Shares55.7K

Event2026-03-31

Filed2026-05-08

VOOG

VANGUARD ADMIRAL FDS INC

-1.38%

Shares14.9K

Event2026-03-31

Filed2026-05-08

AXP

AMERICAN EXPRESS CO

-12.23%

Shares20.1K

Event2026-03-31

Filed2026-05-08

AMGN

AMGEN INC

0.61%

Shares17.1K

Event2026-03-31

Filed2026-05-08

MICRON TECHNOLOGY INC

-14.37%

Shares17.7K

Event2026-03-31

Filed2026-05-08

TLH

ISHARES TR

-35.86%

Shares58.9K

Event2026-03-31

Filed2026-05-08

HELO

J P MORGAN EXCHANGE TRADED F

34.34%

Shares91.3K

Event2026-03-31

Filed2026-05-08

RJF

RAYMOND JAMES FINL INC

-1.88%

Shares39.9K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

1.18%

Shares39.1K

Event2026-03-31

Filed2026-05-08

IBDU

ISHARES TR

0.37%

Shares247.0K

Event2026-03-31

Filed2026-05-08

TFC

TRUIST FINL CORP

-3.79%

Shares122.6K

Event2026-03-31

Filed2026-05-08

IBDT

ISHARES TR

-2.03%

Shares220.9K

Event2026-03-31

Filed2026-05-08

EAGG

ISHARES TR

38.08%

Shares117.5K

Event2026-03-31

Filed2026-05-08

REALTY INCOME CORP

2.46%

Shares90.9K

Event2026-03-31

Filed2026-05-08

VBK

VANGUARD INDEX FDS

-2.41%

Shares18.4K

Event2026-03-31

Filed2026-05-08

SUSC

ISHARES TR

26.63%

Shares239.3K

Event2026-03-31

Filed2026-05-08

IBKR

INTERACTIVE BROKERS GROUP IN

-14.33%

Shares82.3K

Event2026-03-31

Filed2026-05-08

SMMD

ISHARES TR

-8.28%

Shares71.8K

Event2026-03-31

Filed2026-05-08

GEV

GE VERNOVA INC

16.11%

Shares6.3K

Event2026-03-31

Filed2026-05-08

LMT

LOCKHEED MARTIN CORP

-10.36%

Shares9.0K

Event2026-03-31

Filed2026-05-08

IBDV

ISHARES TR

0.39%

Shares249.3K

Event2026-03-31

Filed2026-05-08

EMB

ISHARES TR

-81.83%

Shares58.1K

Event2026-03-31

Filed2026-05-08

NFLX

NETFLIX INC.

40.87%

Shares56.7K

Event2026-03-31

Filed2026-05-08

VBR

VANGUARD INDEX FDS

-3.50%

Shares25.0K

Event2026-03-31

Filed2026-05-08

UPS

UNITED PARCEL SVCS INC

-0.10%

Shares54.3K

Event2026-03-31

Filed2026-05-08

DUKE ENERGY CORP NEW

-10.90%

Shares39.8K

Event2026-03-31

Filed2026-05-08

PHILIP MORRIS INTL INC

21.96%

Shares31.3K

Event2026-03-31

Filed2026-05-08

XLF

SELECT SECTOR SPDR TR

-13.73%

Shares103.6K

Event2026-03-31

Filed2026-05-08

PSX

PHILLIPS 66

-3.59%

Shares27.8K

Event2026-03-31

Filed2026-05-08

TGT

TARGET CORP

3.57%

Shares41.5K

Event2026-03-31

Filed2026-05-08

VWOB

VANGUARD WHITEHALL FDS

-15.24%

Shares76.4K

Event2026-03-31

Filed2026-05-08

ABEQ

UNIFIED SER TR

-0.86%

Shares131.4K

Event2026-03-31

Filed2026-05-08

LCTU

BLACKROCK ETF TRUST

-5.61%

Shares70.3K

Event2026-03-31

Filed2026-05-08

SIVR

ABRDN SILVER ETF TRUST

-22.73%

Shares68.4K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

-2.27%

Shares19.8K

Event2026-03-31

Filed2026-05-08

UCON

FIRST TR EXCHNG TRADED FD VI

58.01%

Shares195.8K

Event2026-03-31

Filed2026-05-08

DFSI

DIMENSIONAL ETF TRUST

-0.54%

Shares111.7K

Event2026-03-31

Filed2026-05-08

AVDV

AMERICAN CENTY ETF TR

3.02%

Shares47.4K

Event2026-03-31

Filed2026-05-08

DEERE & CO

-33.51%

Shares8.4K

Event2026-03-31

Filed2026-05-08

JAAA

JANUS DETROIT STR TR

4.72%

Shares93.3K

Event2026-03-31

Filed2026-05-08

VERIZON COMMUNICATIONS INC

-9.98%

Shares93.0K

Event2026-03-31

Filed2026-05-08

DIS

DISNEY WALT CO

33.19%

Shares47.9K

Event2026-03-31

Filed2026-05-08

JEPI

J P MORGAN EXCHANGE TRADED F

130.45%

Shares81.2K

Event2026-03-31

Filed2026-05-08

UNP

UNION PAC CORP

12.26%

Shares18.9K

Event2026-03-31

Filed2026-05-08

SCHW

SCHWAB CHARLES CORP

17.34%

Shares48.0K

Event2026-03-31

Filed2026-05-08

LAMR

LAMAR ADVERTISING CO

0.78%

Shares35.6K

Event2026-03-31

Filed2026-05-08

EFA

ISHARES TR

5.90%

Shares46.1K

Event2026-03-31

Filed2026-05-08

TJX

TJX COS INC NEW

-17.47%

Shares28.0K

Event2026-03-31

Filed2026-05-08

IBDW

ISHARES TR

1.16%

Shares213.6K

Event2026-03-31

Filed2026-05-08

ALLY

ALLY FINL INC

-3.74%

Shares113.2K

Event2026-03-31

Filed2026-05-08

AT&T INC

-6.49%

Shares151.4K

Event2026-03-31

Filed2026-05-08

AGI

ALAMOS GOLD INC

-13.23%

Shares97.4K

Event2026-03-31

Filed2026-05-08

IBDX

ISHARES TR

3.20%

Shares171.0K

Event2026-03-31

Filed2026-05-08

DISV

DIMENSIONAL ETF TRUST

3.84%

Shares109.1K

Event2026-03-31

Filed2026-05-08

SSFI

STRATEGY SHS

115.29%

Shares191.3K

Event2026-03-31

Filed2026-05-08

PJAN

INNOVATOR ETFS TRUST

8.92%

Shares88.4K

Event2026-03-31

Filed2026-05-08

SPTM

SPDR SERIES TRUST

30.69%

Shares51.5K

Event2026-03-31

Filed2026-05-08

INFL

LISTED FDS TR

4.28%

Shares78.2K

Event2026-03-31

Filed2026-05-08

PANW

PALO ALTO NETWORKS INC

15.84%

Shares25.3K

Event2026-03-31

Filed2026-05-08

SBUX

STARBUCKS CORP

30.85%

Shares45.1K

Event2026-03-31

Filed2026-05-08

PAYX

PAYCHEX INC

1.20%

Shares43.6K

Event2026-03-31

Filed2026-05-08

KNG

FIRST TR EXCHANGE-TRADED FD

-0.53%

Shares82.4K

Event2026-03-31

Filed2026-05-08

DFSB

DIMENSIONAL ETF TRUST

0.94%

Shares77.4K

Event2026-03-31

Filed2026-05-08

HECA

ETF OPPORTUNITIES TRUST

5.84%

Shares138.1K

Event2026-03-31

Filed2026-05-08

KLAC

KLA CORP

-4.04%

Shares2.7K

Event2026-03-31

Filed2026-05-08

GLPI

GAMING & LEISURE P

0.43%

Shares88.4K

Event2026-03-31

Filed2026-05-08

SII

SPROTT INC

-8.06%

Shares27.4K

Event2026-03-31

Filed2026-05-08

ASML

ASML HLDG NV

-4.50%

Shares3.0K

Event2026-03-31

Filed2026-05-08

AVRE

AMERICAN CENTY ETF TR

3.73%

Shares88.0K

Event2026-03-31

Filed2026-05-08

AVDS

AMERICAN CENTY ETF TR

-0.39%

Shares53.7K

Event2026-03-31

Filed2026-05-08

CRWD

CROWDSTRIKE HLDGS INC

-10.41%

Shares9.8K

Event2026-03-31

Filed2026-05-08

UBND

VICTORY PORTFOLIOS II

2.58%

Shares176.1K

Event2026-03-31

Filed2026-05-08

FTSL

FIRST TR EXCHANGE-TRADED FD

-6.19%

Shares85.2K

Event2026-03-31

Filed2026-05-08

PSEP

INNOVATOR ETFS TRUST

-2.32%

Shares88.3K

Event2026-03-31

Filed2026-05-08

GENERAL DYNAMICS CORP

54.86%

Shares11.1K

Event2026-03-31

Filed2026-05-08

QTEC

FIRST TR EXCHANGE-TRADED FD

0.76%

Shares17.5K

Event2026-03-31

Filed2026-05-08

MLN

VANECK ETF TRUST

1.88%

Shares216.2K

Event2026-03-31

Filed2026-05-08

IWR

ISHARES TR

-44.33%

Shares38.6K

Event2026-03-31

Filed2026-05-08

PGR

PROGRESSIVE CORP

4.66%

Shares18.9K

Event2026-03-31

Filed2026-05-08

MDY

STATE STR SPDR S&P MIDCAP 40

-3.75%

Shares6.1K

Event2026-03-31

Filed2026-05-08

EVEREST GROUP LTD

-1.42%

Shares11.4K

Event2026-03-31

Filed2026-05-08

EME

EMCOR GROUP INC

-4.78%

Shares5.0K

Event2026-03-31

Filed2026-05-08

IBTL

ISHARES TR

New

Shares181.5K

Event2026-03-31

Filed2026-05-08

SFLR

INNOVATOR ETFS TRUST

New

Shares104.5K

Event2026-03-31

Filed2026-05-08

GLW

CORNING INC

-15.52%

Shares27.1K

Event2026-03-31

Filed2026-05-08

PJUL

INNOVATOR ETFS TRUST

-2.28%

Shares80.1K

Event2026-03-31

Filed2026-05-08

CRH PLC

0.87%

Shares34.7K

Event2026-03-31

Filed2026-05-08

DFEV

DIMENSIONAL ETF TRUST

3.44%

Shares101.8K

Event2026-03-31

Filed2026-05-08

BUFR

FIRST TR EXCHNG TRADED FD VI

2.50%

Shares107.6K

Event2026-03-31

Filed2026-05-08

MINT

PIMCO ETF TR

49.02%

Shares36.0K

Event2026-03-31

Filed2026-05-08

IXUS

ISHARES TR

-2.05%

Shares41.3K

Event2026-03-31

Filed2026-05-08

DIHP

DIMENSIONAL ETF TRUST

11.03%

Shares110.9K

Event2026-03-31

Filed2026-05-08

HEQT

SIMPLIFY EXCHANGE TRADED FUN

34.29%

Shares113.0K

Event2026-03-31

Filed2026-05-08

PSLV

SPROTT ASSET MANAGEMENT LP

-16.15%

Shares145.7K

Event2026-03-31

Filed2026-05-08

LINDE PLC

14.49%

Shares7.2K

Event2026-03-31

Filed2026-05-08

EWJ

ISHARES INC

-1.31%

Shares41.9K

Event2026-03-31

Filed2026-05-08

VOE

VANGUARD INDEX FDS

4.03%

Shares19.1K

Event2026-03-31

Filed2026-05-08

PDEC

INNOVATOR ETFS TRUST

-3.04%

Shares81.8K

Event2026-03-31

Filed2026-05-08

AAAU

GOLDMAN SACHS PHYSICAL GOLD

-5.19%

Shares74.2K

Event2026-03-31

Filed2026-05-08

ONEQ

FIDELITY COMWLTH TR

New

Shares39.9K

Event2026-03-31

Filed2026-05-08

GILD

GILEAD SCIENCES INC

21.36%

Shares24.2K

Event2026-03-31

Filed2026-05-08

IWN

ISHARES TR

-0.14%

Shares17.7K

Event2026-03-31

Filed2026-05-08

POCT

INNOVATOR ETFS TRUST

-6.46%

Shares77.9K

Event2026-03-31

Filed2026-05-08

PAUG

INNOVATOR ETFS TRUST

-3.40%

Shares78.6K

Event2026-03-31

Filed2026-05-08

LQD

ISHARES TR

-0.57%

Shares30.0K

Event2026-03-31

Filed2026-05-08

PMAR

INNOVATOR ETFS TRUST

13.49%

Shares73.1K

Event2026-03-31

Filed2026-05-08

CHUBB LTD SWITZ

-3.80%

Shares10.0K

Event2026-03-31

Filed2026-05-08

DFAT

DIMENSIONAL ETF TRUST

-2.47%

Shares51.7K

Event2026-03-31

Filed2026-05-08

RVNU

DBX ETF TR

0.62%

Shares130.9K

Event2026-03-31

Filed2026-05-08

ALTRIA GROUP INC

0.14%

Shares48.7K

Event2026-03-31

Filed2026-05-08

SUSA

ISHARES TR

5.40%

Shares24.3K

Event2026-03-31

Filed2026-05-08

QCOM

QUALCOMM INC

-2.20%

Shares24.9K

Event2026-03-31

Filed2026-05-08

FNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares59.0K

Event2026-03-31

Filed2026-05-08

MMM

3M CO

17.59%

Shares21.6K

Event2026-03-31

Filed2026-05-08

PJUN

INNOVATOR ETFS TRUST

-2.67%

Shares74.5K

Event2026-03-31

Filed2026-05-08

TRGP

TARGA RES CORP

-6.92%

Shares12.4K

Event2026-03-31

Filed2026-05-08

FLJP

FRANKLIN TEMPLETON ETF TR

8.41%

Shares85.9K

Event2026-03-31

Filed2026-05-08

QSPT

FIRST TR EXCHNG TRADED FD VI

-0.79%

Shares100.8K

Event2026-03-31

Filed2026-05-08

SLV

ISHARES SILVER TR

1.83%

Shares45.0K

Event2026-03-31

Filed2026-05-08

LOW

LOWES COS INC

10.27%

Shares13.0K

Event2026-03-31

Filed2026-05-08

CITIGROUP INC

-12.85%

Shares26.9K

Event2026-03-31

Filed2026-05-08

HON

HONEYWELL INTL INC

1.82%

Shares13.4K

Event2026-03-31

Filed2026-05-08

GSST

GOLDMAN SACHS ETF TR

90.83%

Shares59.8K

Event2026-03-31

Filed2026-05-08

BLACKROCK INC

-35.42%

Shares3.1K

Event2026-03-31

Filed2026-05-08

PNOV

INNOVATOR ETFS TRUST

-2.47%

Shares73.7K

Event2026-03-31

Filed2026-05-08

TAXF

AMERICAN CENTY ETF TR

8.78%

Shares60.1K

Event2026-03-31

Filed2026-05-08

IGM

ISHARES TR

-12.70%

Shares25.4K

Event2026-03-31

Filed2026-05-08

RRC

RANGE RES CORP

2.92%

Shares65.6K

Event2026-03-31

Filed2026-05-08

FALN

ISHARES TR

-3.85%

Shares109.6K

Event2026-03-31

Filed2026-05-08

COWZ

PACER FDS TR

New

Shares46.7K

Event2026-03-31

Filed2026-05-08

VTC

VANGUARD SCOTTSDALE FDS

322.94%

Shares37.6K

Event2026-03-31

Filed2026-05-08

ORLY

OREILLY AUTOMOTIVE INC

191.63%

Shares31.1K

Event2026-03-31

Filed2026-05-08

MEAR

ISHARES U S ETF TR

-29.53%

Shares57.0K

Event2026-03-31

Filed2026-05-08

ISTB

ISHARES TR

-11.06%

Shares59.0K

Event2026-03-31

Filed2026-05-08

IBIT

ISHARES BITCOIN TRUST ETF

74.15%

Shares74.4K

Event2026-03-31

Filed2026-05-08

LAM RESEARCH CORP

-12.29%

Shares13.4K

Event2026-03-31

Filed2026-05-08

CHRW

C H ROBINSON WORLDWIDE IN

-1.30%

Shares17.0K

Event2026-03-31

Filed2026-05-08

EEM

ISHARES TR

-24.32%

Shares49.2K

Event2026-03-31

Filed2026-05-08

UPWK

UPWORK INC

-1.10%

Shares255.1K

Event2026-03-31

Filed2026-05-08

HYG

ISHARES TR

5.48%

Shares35.0K

Event2026-03-31

Filed2026-05-08

NEE

NEXTERA ENERGY INC

-2.61%

Shares29.9K

Event2026-03-31

Filed2026-05-08

IWY

ISHARES TR

1009.30%

Shares11.1K

Event2026-03-31

Filed2026-05-08

CMI

CUMMINS INC

25.43%

Shares5.1K

Event2026-03-31

Filed2026-05-08

MORGAN STANLEY

-4.66%

Shares16.7K

Event2026-03-31

Filed2026-05-08

SPDW

SPDR INDEX SHS FDS

-12.37%

Shares60.1K

Event2026-03-31

Filed2026-05-08

DFSE

DIMENSIONAL ETF TRUST

1.88%

Shares64.7K

Event2026-03-31

Filed2026-05-08

IBDY

ISHARES TR

0.88%

Shares105.8K

Event2026-03-31

Filed2026-05-08

CRM

SALESFORCE INC

-16.07%

Shares14.6K

Event2026-03-31

Filed2026-05-08

ABT

ABBOTT LABORATORIES

-8.93%

Shares26.3K

Event2026-03-31

Filed2026-05-08

EZM

WISDOMTREE TR

New

Shares40.1K

Event2026-03-31

Filed2026-05-08

FHLC

FIDELITY COVINGTON TRUST

-52.01%

Shares38.3K

Event2026-03-31

Filed2026-05-08

PMAY

INNOVATOR ETFS TRUST

-1.13%

Shares67.3K

Event2026-03-31

Filed2026-05-08

NAD

NUVEEN QUALITY MUNCP INCOME

10.91%

Shares233.6K

Event2026-03-31

Filed2026-05-08

EFAV

ISHARES TR

New

Shares29.3K

Event2026-03-31

Filed2026-05-08

INTC

INTEL CORP

-12.66%

Shares60.7K

Event2026-03-31

Filed2026-05-08

VTIP

VANGUARD MALVERN FDS

3.51%

Shares53.5K

Event2026-03-31

Filed2026-05-08

GIS

GENERAL MILLS INC

1.65%

Shares71.7K

Event2026-03-31

Filed2026-05-08

AVES

AMERICAN CENTY ETF TR

0.64%

Shares44.2K

Event2026-03-31

Filed2026-05-08

XAR

SPDR SERIES TRUST

754.61%

Shares10.4K

Event2026-03-31

Filed2026-05-08

QVAL

EA SERIES TRUST

-1.33%

Shares50.5K

Event2026-03-31

Filed2026-05-08

MMC

MARSH & MCLENNAN COS INC

-2.58%

Shares15.1K

Event2026-03-31

Filed2026-05-08

BANK NEW YORK MELLON CORP

-15.99%

Shares21.8K

Event2026-03-31

Filed2026-05-08

UBER

UBER TECHNOLOGIES INC

57.49%

Shares35.8K

Event2026-03-31

Filed2026-05-08

THE CIGNA GROUP

-0.16%

Shares9.6K

Event2026-03-31

Filed2026-05-08

HYDB

ISHARES TR

-8.43%

Shares55.2K

Event2026-03-31

Filed2026-05-08

BIV

VANGUARD BD INDEX FDS

2.45%

Shares33.2K

Event2026-03-31

Filed2026-05-08

SPTL

SPDR SERIES TRUST

-72.08%

Shares97.5K

Event2026-03-31

Filed2026-05-08

FMDE

FIDELITY COVINGTON TRUST

-0.41%

Shares71.3K

Event2026-03-31

Filed2026-05-08

ETFS GOLD TR

-38.98%

Shares57.3K

Event2026-03-31

Filed2026-05-08

BKNG

BOOKING HOLDINGS INC

63.61%

Shares607

Event2026-03-31

Filed2026-05-08

SUB

ISHARES TR

4.24%

Shares23.8K

Event2026-03-31

Filed2026-05-08

TRANE TECHNOLOGIES PLC

-31.69%

Shares6.0K

Event2026-03-31

Filed2026-05-08

PFEB

INNOVATOR ETFS TRUST

11.83%

Shares61.8K

Event2026-03-31

Filed2026-05-08

PFF

ISHARES TR

5.19%

Shares81.8K

Event2026-03-31

Filed2026-05-08

GOLDMAN SACHS GROUP INC

-7.82%

Shares2.9K

Event2026-03-31

Filed2026-05-08

RODM

LATTICE STRATEGIES TR

-1.01%

Shares62.1K

Event2026-03-31

Filed2026-05-08

LANDBRIDGE COMPANY LLC

31.27%

Shares35.4K

Event2026-03-31

Filed2026-05-08

XLI

SELECT SECTOR SPDR TR

1.25%

Shares15.1K

Event2026-03-31

Filed2026-05-08

NSC

NORFOLK SOUTHN CORP

-16.12%

Shares8.5K

Event2026-03-31

Filed2026-05-08

VHT

VANGUARD WORLD FD

1.07%

Shares8.9K

Event2026-03-31

Filed2026-05-08

ESGE

ISHARES INC

0.69%

Shares53.1K

Event2026-03-31

Filed2026-05-08

WASTE MGMT INC DEL

-13.11%

Shares10.5K

Event2026-03-31

Filed2026-05-08

XLE

SELECT SECTOR SPDR TR

-2.97%

Shares39.2K

Event2026-03-31

Filed2026-05-08

KORP

AMERICAN CENTY ETF TR

39.14%

Shares51.5K

Event2026-03-31

Filed2026-05-08

PBFR

PGIM ROCK ETF TR

521.74%

Shares82.7K

Event2026-03-31

Filed2026-05-08

AFL

AFLAC INC

-0.74%

Shares21.5K

Event2026-03-31

Filed2026-05-08

SDVY

FIRST TR EXCHANGE TRADED FD

52.89%

Shares58.5K

Event2026-03-31

Filed2026-05-08

VGT

VANGUARD WORLD FD

7.41%

Shares3.3K

Event2026-03-31

Filed2026-05-08

VGIT

VANGUARD SCOTTSDALE FDS

-9.43%

Shares38.5K

Event2026-03-31

Filed2026-05-08

ASTRAZENECA PLC

New

Shares11.6K

Event2026-03-31

Filed2026-05-08

AHR

AMERICAN HEALTHCARE REIT INC

4.80%

Shares48.5K

Event2026-03-31

Filed2026-05-08

EUSB

ISHARES TR

24.53%

Shares52.3K

Event2026-03-31

Filed2026-05-08

IJT

ISHARES TR

15.39%

Shares15.6K

Event2026-03-31

Filed2026-05-08

BUFG

FIRST TR EXCHNG TRADED FD VI

New

Shares83.4K

Event2026-03-31

Filed2026-05-08

ADBE

ADOBE INC

78.59%

Shares9.2K

Event2026-03-31

Filed2026-05-08

VPLS

VANGUARD MALVERN FDS

New

Shares28.6K

Event2026-03-31

Filed2026-05-08

FTHI

FIRST TR EXCHANGE TRADED FD

53.07%

Shares96.4K

Event2026-03-31

Filed2026-05-08

BAB

INVESCO EXCH TRADED FD TR II

1.51%

Shares82.0K

Event2026-03-31

Filed2026-05-08

SIXG

ETF SER SOLUTIONS

-7.19%

Shares32.4K

Event2026-03-31

Filed2026-05-08

CENCORA INC

81.39%

Shares7.0K

Event2026-03-31

Filed2026-05-08

IYF

ISHARES TR

-63.89%

Shares18.7K

Event2026-03-31

Filed2026-05-08

ARISTA NETWORKS INC

70.49%

Shares17.9K

Event2026-03-31

Filed2026-05-08

ARKK

ARK ETF TR

29.12%

Shares32.4K

Event2026-03-31

Filed2026-05-08

WELL

WELLTOWER INC

1.00%

Shares11.1K

Event2026-03-31

Filed2026-05-08

PEY

INVESCO EXCHANGE TRADED FD T

-0.83%

Shares101.3K

Event2026-03-31

Filed2026-05-08

TUSI

TOUCHSTONE ETF TRUST

New

Shares85.7K

Event2026-03-31

Filed2026-05-08

GOLY

STRATEGY SHS

24.13%

Shares73.6K

Event2026-03-31

Filed2026-05-08

DEHP

DIMENSIONAL ETF TRUST

6.58%

Shares64.2K

Event2026-03-31

Filed2026-05-08

FPE

FIRST TR EXCH TRADED FD III

3.03%

Shares121.7K

Event2026-03-31

Filed2026-05-08

EATON CORP PLC

-2.66%

Shares6.0K

Event2026-03-31

Filed2026-05-08

WORKIVA INC

-0.23%

Shares36.0K

Event2026-03-31

Filed2026-05-08

ADI

ANALOG DEVICES INC

-10.10%

Shares6.7K

Event2026-03-31

Filed2026-05-08

GEHC

GE HEALTHCARE TECHNOLOGIES I

-9.51%

Shares29.7K

Event2026-03-31

Filed2026-05-08

VNQ

VANGUARD INDEX FDS

2.98%

Shares23.8K

Event2026-03-31

Filed2026-05-08

EMR

EMERSON ELEC CO

-24.91%

Shares16.1K

Event2026-03-31

Filed2026-05-08

ELV

ELEVANCE HEALTH INC FORMERLY

18.62%

Shares7.1K

Event2026-03-31

Filed2026-05-08

ISRG

INTUITIVE SURGICAL INC

-16.37%

Shares4.5K

Event2026-03-31

Filed2026-05-08

SPPP

SPROTT ASSET MANAGEMENT LP

-10.54%

Shares133.3K

Event2026-03-31

Filed2026-05-08

ILCV

ISHARES TR

56.84%

Shares22.2K

Event2026-03-31

Filed2026-05-08

ROBO

EXCHANGE TRADED CONCEPTS TRU

-3.44%

Shares30.1K

Event2026-03-31

Filed2026-05-08

BSCQ

INVESCO EXCH TRD SLF IDX FD

36.24%

Shares104.7K

Event2026-03-31

Filed2026-05-08

SPGI

S&P GLOBAL INC

-11.46%

Shares4.8K

Event2026-03-31

Filed2026-05-08

SYK

STRYKER CORPORATION

7.50%

Shares6.2K

Event2026-03-31

Filed2026-05-08

DVY

ISHARES TR

16.88%

Shares13.5K

Event2026-03-31

Filed2026-05-08

VPU

VANGUARD WORLD FD

-0.55%

Shares10.3K

Event2026-03-31

Filed2026-05-08

NEM

NEWMONT CORP

17.81%

Shares18.7K

Event2026-03-31

Filed2026-05-08

APH

AMPHENOL CORP

49.09%

Shares16.0K

Event2026-03-31

Filed2026-05-08

DHR

DANAHER CORP DEL

-14.22%

Shares10.6K

Event2026-03-31

Filed2026-05-08

PSQA

PALMER SQUARE FUNDS TR

0.00%

Shares97.8K

Event2026-03-31

Filed2026-05-08

NAC

NUVEEN CA DIVI ADV MUN

2.83%

Shares170.9K

Event2026-03-31

Filed2026-05-08

XMHQ

INVESCO EXCHANGE TRADED FD T

0.52%

Shares19.2K

Event2026-03-31

Filed2026-05-08

CIBR

FIRST TR EXCHANGE-TRADED FD

16.83%

Shares31.6K

Event2026-03-31

Filed2026-05-08

IWO

ISHARES TR

20.38%

Shares6.2K

Event2026-03-31

Filed2026-05-08

BABA

ALIBABA GROUP HLDG LTD

-14.49%

Shares15.5K

Event2026-03-31

Filed2026-05-08

CSX

CSX CORP

-6.42%

Shares47.2K

Event2026-03-31

Filed2026-05-08

NMZ

NUVEEN MUN HIGH INCOME OPPOR

1.03%

Shares186.5K

Event2026-03-31

Filed2026-05-08

NBR

NABORS INDUSTRIES LTD

0.20%

Shares22.4K

Event2026-03-31

Filed2026-05-08

BJS WHSL CLUB HLDGS INC

7.59%

Shares19.5K

Event2026-03-31

Filed2026-05-08

URNM

SPROTT FDS TR

1.16%

Shares30.4K

Event2026-03-31

Filed2026-05-08

CCJ

CAMECO CORP

-11.47%

Shares17.6K

Event2026-03-31

Filed2026-05-08

ADP

AUTOMATIC DATA PROCESSING IN

-77.93%

Shares9.4K

Event2026-03-31

Filed2026-05-08

EWX

SPDR INDEX SHS FDS

-1.99%

Shares28.9K

Event2026-03-31

Filed2026-05-08

GMF

SPDR INDEX SHS FDS

-5.72%

Shares14.0K

Event2026-03-31

Filed2026-05-08

VRTX

VERTEX PHARMACEUTICALS INC

-34.11%

Shares4.2K

Event2026-03-31

Filed2026-05-08

TRV

TRAVELERS COMPANIES INC

-16.54%

Shares6.4K

Event2026-03-31

Filed2026-05-08

RBC

RBC BEARINGS INC

-9.64%

Shares3.4K

Event2026-03-31

Filed2026-05-08

USFD

US FOODS HLDG CORP

-5.80%

Shares20.1K

Event2026-03-31

Filed2026-05-08

MPC

MARATHON PETE CORP

-13.92%

Shares7.5K

Event2026-03-31

Filed2026-05-08

PULS

PGIM ETF TR

107.96%

Shares37.0K

Event2026-03-31

Filed2026-05-08

RCL

ROYAL CARIBBEAN GROUP

46.31%

Shares6.7K

Event2026-03-31

Filed2026-05-08

TPL

TEXAS PACIFIC LAND CORPORATI

-8.16%

Shares3.9K

Event2026-03-31

Filed2026-05-08

Call Option Holdings

SPY Call CallSTATE STR SPDR S&P 500 ETF T5.2K shares8.33%2026-03-312026-05-08

EFA Call CallISHARES TR3.7K sharesnew addition2026-03-312026-05-08

HD Call CallHOME DEPOT INC400 sharesnew addition2026-03-312026-05-08

UNP Call CallUNION PAC CORP400 sharesnew addition2026-03-312026-05-08

NVDA Call CallNVIDIA CORPORATION400 sharesnew addition2026-03-312026-05-08

EQT CORP Call CallEQT CORP900 sharesnew addition2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL Call CallBERKSHIRE HATHAWAY INC DEL100 sharesnew addition2026-03-312026-05-08

ROCKET LAB CORP Call CallROCKET LAB CORP500 sharesnew addition2026-03-312026-05-08

SHOP Call CallSHOPIFY INC100 sharesnew addition2026-03-312026-05-08

ARKK Call CallARK ETF TR100 sharesnew addition2026-03-312026-05-08

EOSE Call CallEOS ENERGY ENTERPRISES INC1.0K sharesnew addition2026-03-312026-05-08

SOFI Call CallSOFI TECHNOLOGIES INC300 sharesnew addition2026-03-312026-05-08

SPY Call

STATE STR SPDR S&P 500 ETF T

8.33%

Shares5.2K

Event2026-03-31

Filed2026-05-08

EFA Call

ISHARES TR

New

Shares3.7K

Event2026-03-31

Filed2026-05-08

HD Call

HOME DEPOT INC

New

Shares400

Event2026-03-31

Filed2026-05-08

UNP Call

UNION PAC CORP

New

Shares400

Event2026-03-31

Filed2026-05-08

NVDA Call

NVIDIA CORPORATION

New

Shares400

Event2026-03-31

Filed2026-05-08

EQT CORP Call

EQT CORP

New

Shares900

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL Call

BERKSHIRE HATHAWAY INC DEL

New

Shares100

Event2026-03-31

Filed2026-05-08

ROCKET LAB CORP Call

ROCKET LAB CORP

New

Shares500

Event2026-03-31

Filed2026-05-08

SHOP Call

SHOPIFY INC

New

Shares100

Event2026-03-31

Filed2026-05-08

ARKK Call

ARK ETF TR

New

Shares100

Event2026-03-31

Filed2026-05-08

EOSE Call

EOS ENERGY ENTERPRISES INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-08

SOFI Call

SOFI TECHNOLOGIES INC

New

Shares300

Event2026-03-31

Filed2026-05-08

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION5.7K sharesnew addition2026-03-312026-05-08

WFC Put PutWELLS FARGO & CO6.1K sharesnew addition2026-03-312026-05-08

UBER Put PutUBER TECHNOLOGIES INC700 sharesnew addition2026-03-312026-05-08

NVDA Put

NVIDIA CORPORATION

New

Shares5.7K

Event2026-03-31

Filed2026-05-08

WFC Put

WELLS FARGO & CO

New

Shares6.1K

Event2026-03-31

Filed2026-05-08

UBER Put

UBER TECHNOLOGIES INC

New

Shares700

Event2026-03-31

Filed2026-05-08