Sponsored
The Analysis of Osbon Capital Management LLC's Holdings & P&L
Currently, Osbon Capital Management LLC holds 487 types of securities in its portfolio with a total value $122.5M. In the most recent quarter, they have increased their positions in CSCO (+49.5K shares, valued at $3.8M), AGNC (+316.2K shares, valued at $3.2M), SPY (+3.2K shares, valued at $2.1M); decreased their positions in GBTC (-27.1K shares, valued at $1.4M), IBIT (-14.1K shares, valued at $543.3K), VGT (-526 shares, valued at $367.0K); initiated new positions in AGNC (+316.2K shares, valued at $3.2M), DX (+46.7K shares, valued at $596.3K), VIS (+1.8K shares, valued at $563.5K).
1M P&L
-1.6M-1.26%
3M P&L
-20.9M-14.66%
HY P&L
-113.6M-48.25%
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/A68.2M
65.3%
2Software - Infrastructure6.0M
5.7%
3Asset Management4.4M
4.2%
Top Industries by Stock Count
1N/A141 stocks
31.9%
2Asset Management27 stocks
6.1%
3Software - Application24 stocks
5.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST UNITS6.7K shares138.27%2026-03-312026-05-15
Sponsored
VANGUARD INDEX FUNDS S&P 500 ETF USD VANGUARD INDEX FUNDS S&P 500 ETF USD1.9K shares0.47%2026-03-312026-05-15
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS2.3K shares174.97%2026-03-312026-05-15
Sponsored
XLV SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF5.1K shares11.75%2026-03-312026-05-15
Sponsored
CELESTICA INC COM NPV ISIN #CA15101Q2071 SEDOL #BSCB6L9 CELESTICA INC COM NPV ISIN #CA15101Q2071 SEDOL #BSCB6L92.6K shares0.00%2026-03-312026-05-15
Sponsored
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR2.4K shares237.05%2026-03-312026-05-15
Sponsored
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B646 shares0.00%2026-03-312026-05-15
Sponsored
TSM TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10801 shares0.00%2026-03-312026-05-15
Sponsored
XLI SELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF1.4K sharesnew addition2026-03-312026-05-15
Sponsored
XLK SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF1.4K shares0.07%2026-03-312026-05-15
SHOP SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C71.5K shares33.93%2026-03-312026-05-15
FORWARD INDUSTRIES INC COM NEW FORWARD INDUSTRIES INC COM NEW37.7K sharesnew addition2026-03-312026-05-15
Sponsored
Sponsored
Sponsored
Sponsored
TMQ TRILOGY METALS INC NEW COM NPV ISIN #CA89621C1059 SEDOL #BYZBNP131.4K shares0.00%2026-03-312026-05-15
Sponsored
THW ABRDN WORLD HEALTHCARE FUND SHS OF BEN INTERES USD0.017.0K sharesnew addition2026-03-312026-05-15
Sponsored
Sponsored
ANNALY CAPITAL MANAGEMENT INC COM NEW ANNALY CAPITAL MANAGEMENT INC COM NEW3.3K sharesnew addition2026-03-312026-05-15
Sponsored
Sponsored
Sponsored
INVESCO EXCHANGE- TRADED FUND TRUST INVESCO RAFI US 1000 ETF INVESCO EXCHANGE- TRADED FUND TRUST INVESCO RAFI US 1000 ETF945 shares0.00%2026-03-312026-05-15
ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT3.8K sharesnew addition2026-03-312026-05-15
Sponsored
BTO JOHN HANCOCK FINANCIAL OPPTS FUND COM SHS OF BEN INT NPV1.2K sharesnew addition2026-03-312026-05-15
Sponsored
XLE SELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETF633 sharesnew addition2026-03-312026-05-15
Sponsored
XLU SELECT SECTOR SPDR TRUST STATE STREET UTILITIES SELECT SECTOR SPDR ETF762 shares0.79%2026-03-312026-05-15
Sponsored
Sponsored
INVESCO EXCHANGE- TRADED FUND TRUST II INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF INVESCO EXCHANGE- TRADED FUND TRUST II INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF406 shares0.00%2026-03-312026-05-15
HFND TIDAL TRUST I UNLIMITED HFND MULTI-STRATEGY RETURN TRACKER ETF1.2K shares0.00%2026-03-312026-05-15
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ROBO EXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF281 shares0.00%2026-03-312026-05-15
Sponsored
XAI OCTAGN FLT RAT &ALT INM T COM SHS BENF INT XAI OCTAGN FLT RAT &ALT INM T COM SHS BENF INT989 sharesnew addition2026-03-312026-05-15
SEAGATE TECHNOLOGY HLDGS PUB LTD CO SEAGATE TECHNOLOGY HOLDINGS PLC ORDINARY SHARES ISIN #IE00BKVD2N49 SEAGATE TECHNOLOGY HLDGS PUB LTD CO SEAGATE TECHNOLOGY HOLDINGS PLC ORDINARY SHARES ISIN #IE00BKVD2N4943 shares0.00%2026-03-312026-05-15
Sponsored
NML NEUBERGER ENERGY INFRASTRUCTURE AND INCOME FUND INC. COMMON STOCK1.6K sharesnew addition2026-03-312026-05-15
Sponsored
ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6157 shares0.00%2026-03-312026-05-15
Sponsored
Sponsored
PARAMOUNT SKYDANCE CORP COM CL B PARAMOUNT SKYDANCE CORP COM CL B1.2K shares0.00%2026-03-312026-05-15
Sponsored
Sponsored
Sponsored
Sponsored
BLACKROCK TECHNOLOGY AND PRIVATE EQUITY TERM TRUST COMMON SHARES OF BENEFICIAL INTEREST BLACKROCK TECHNOLOGY AND PRIVATE EQUITY TERM TRUST COMMON SHARES OF BENEFICIAL INTEREST1.2K shares2.42%2026-03-312026-05-15
Sponsored
Sponsored
Sponsored
AQN ALGONQUIN PWR UTILS CORP COM ISIN #CA0158571053 SEDOL #B51BMR71.1K sharesnew addition2026-03-312026-05-15
Sponsored
WENNW WEN ACQUSITION CORP USD WTS EXP 10/31/2031 ISIN #KYG9R39C111920.0K shares0.00%2026-03-312026-05-15
Sponsored
Sponsored
Sponsored
NBXG NEUBERGER NEXT GENERATION CONNECTIVITY FUND INC. COMMON STOCK375 sharesnew addition2026-03-312026-05-15
Sponsored
Sponsored
Sponsored
Sponsored
GRAYSCALE BITCOIN MINI TR ETF SHS NEW GRAYSCALE BITCOIN MINI TR ETF SHS NEW98 shares-98.22%2026-03-312026-05-15
Sponsored
Sponsored
Sponsored
DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK016 shares0.00%2026-03-312026-05-15
TRP TC ENERGY CORPORATION COM NPV ISIN #CA87807B1076 SEDOL #BJMY6G030 sharesnew addition2026-03-312026-05-15
Sponsored
VIRTUIX HOLDINGS INC. COM CL A VIRTUIX HOLDINGS INC. COM CL A250 sharesnew addition2026-03-312026-05-15
BNDS SERIES PORTFOLIOS TRUST INFRASTRUCTURE CAPITAL BOND INCOME ETF33 sharesnew addition2026-03-312026-05-15
Sponsored
HYI WESTERN ASSET HIGH YIELD OPPORTUNITY FUND INC. COMMON STOCK141 sharesnew addition2026-03-312026-05-15
Sponsored
VIAV VIAVI SOLUTIONS INC COM ISIN #US9255501051 SEDOL #BYSQHH337 sharesnew addition2026-03-312026-05-15
Sponsored
Sponsored
TIDAL TRUST II NICHOLAS CRYPTO TIDAL TRUST II NICHOLAS CRYPTO57 sharesnew addition2026-03-312026-05-15
Sponsored
Sponsored
SUPER MICRO COMPUTER INC COM NEW SUPER MICRO COMPUTER INC COM NEW15 sharesnew addition2026-03-312026-05-15
SOLSTICE ADVANCED MATLS INC COM SHS SOLSTICE ADVANCED MATLS INC COM SHS4 shares0.00%2026-03-312026-05-15
Sponsored
VERSANT MEDIA GROUP INC COM CL A VERSANT MEDIA GROUP INC COM CL A4 sharesnew addition2026-03-312026-05-15
TECL DIREXION SHARES ETF TRUST DAILY TECHNOLOGY BULL 3X ETFN/A sharesnew addition2026-03-312026-05-15
VGT
-2.91%VANGUARD WORLD FD INF TECH ETF
Shares17.5K
Event2026-03-31
Filed2026-05-15
VTI
5.07%VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
Shares37.5K
Event2026-03-31
Filed2026-05-15
INVESCO QQQ TR UNIT SER 1
3.89%INVESCO QQQ TR UNIT SER 1
Shares19.6K
Event2026-03-31
Filed2026-05-15
IWF
-2.34%ISHARES TR RUS 1000 GRW ETF
Shares18.6K
Event2026-03-31
Filed2026-05-15
SPY
68.27%STATE STREET SPDR S&P 500 ETF UNITS
Shares7.8K
Event2026-03-31
Filed2026-05-15
CSCO
12111.00%CISCO SYSTEMS INC
Shares49.9K
Event2026-03-31
Filed2026-05-15
DGRW
-4.69%WISDOMTREE TR US QUALITY DIVID GROWTH FD
Shares41.8K
Event2026-03-31
Filed2026-05-15
VB
38.02%VANGUARD SMALL-CAP INDEX FUND
Shares13.4K
Event2026-03-31
Filed2026-05-15
NET
32.80%CLOUDFLARE INC CL A COM
Shares16.5K
Event2026-03-31
Filed2026-05-15
SOXX
0.00%ISHARES TR ISHARES SEMICDTR
Shares9.9K
Event2026-03-31
Filed2026-05-15
AGNC
NewAGNC INVT CORP COM
Shares316.2K
Event2026-03-31
Filed2026-05-15
DIA
138.27%STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST UNITS
Shares6.7K
Event2026-03-31
Filed2026-05-15
BXSL
6.42%BLACKSTONE SECD LENDING FD COMMON STOCK
Shares90.8K
Event2026-03-31
Filed2026-05-15
SMH
-11.20%VANECK ETF TRUST SEMICONDUCTR ETF
Shares4.8K
Event2026-03-31
Filed2026-05-15
GBDC
0.37%GOLUB CAP BDC INC COM
Shares112.1K
Event2026-03-31
Filed2026-05-15
AAPL
2.58%APPLE INC
Shares5.4K
Event2026-03-31
Filed2026-05-15
MSFT
14.43%MICROSOFT CORP
Shares3.6K
Event2026-03-31
Filed2026-05-15
ETFS GOLD TR PHYSCL GOLD SHS
0.00%ETFS GOLD TR PHYSCL GOLD SHS
Shares26.7K
Event2026-03-31
Filed2026-05-15
AMGN
148.81%AMGEN INC
Shares3.3K
Event2026-03-31
Filed2026-05-15
VANGUARD INDEX FUNDS S&P 500 ETF USD
0.47%VANGUARD INDEX FUNDS S&P 500 ETF USD
Shares1.9K
Event2026-03-31
Filed2026-05-15
TSLA
10.27%TESLA INC COM
Shares3.0K
Event2026-03-31
Filed2026-05-15
ARKK
-2.08%ARK ETF TRUST INNOVATION ETF
Shares16.4K
Event2026-03-31
Filed2026-05-15
FBTC
106.45%FIDELITY WISE ORIGIN BITCOIN FUND
Shares16.9K
Event2026-03-31
Filed2026-05-15
VUG
174.97%VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS
Shares2.3K
Event2026-03-31
Filed2026-05-15
ALPHABET INC CAP STK CL C
6.43%ALPHABET INC CAP STK CL C
Shares3.2K
Event2026-03-31
Filed2026-05-15
AMZN
26.59%AMAZON.COM INC
Shares4.4K
Event2026-03-31
Filed2026-05-15
SPHR
0.00%SPHERE ENTERTAINMENT CO COM USD0.01 CLASS A
Shares7.8K
Event2026-03-31
Filed2026-05-15
SKYY
-3.22%FIRST TRUST CLOUD COMPUTING ETF
Shares8.1K
Event2026-03-31
Filed2026-05-15
META
0.00%META PLATFORMS INC CLASS A COMMON STOCK
Shares1.4K
Event2026-03-31
Filed2026-05-15
NVDA
16.64%NVIDIA CORPORATION COM
Shares4.5K
Event2026-03-31
Filed2026-05-15
XLV
11.75%SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares5.1K
Event2026-03-31
Filed2026-05-15
ARKW
0.00%ARK ETF TR NEXT GNRTN INTER
Shares6.1K
Event2026-03-31
Filed2026-05-15
RUNN
-6.50%RUNNING OAK EFFICIENT GROWTH ETF
Shares22.5K
Event2026-03-31
Filed2026-05-15
CELESTICA INC COM NPV ISIN #CA15101Q2071 SEDOL #BSCB6L9
0.00%CELESTICA INC COM NPV ISIN #CA15101Q2071 SEDOL #BSCB6L9
Shares2.6K
Event2026-03-31
Filed2026-05-15
PL
-9.60%PLANET LABS PBC COM CL A
Shares25.4K
Event2026-03-31
Filed2026-05-15
GLD
14.09%SPDR GOLD TR GOLD SHS
Shares1.6K
Event2026-03-31
Filed2026-05-15
V
0.05%VISA INC
Shares2.2K
Event2026-03-31
Filed2026-05-15
DX
NewDYNEX CAP INC COM
Shares46.7K
Event2026-03-31
Filed2026-05-15
VIS
NewVANGUARD FD INDUSTRIAL ETF
Shares1.8K
Event2026-03-31
Filed2026-05-15
ALPHABET INC CAP STK CL A
0.10%ALPHABET INC CAP STK CL A
Shares2.0K
Event2026-03-31
Filed2026-05-15
NXT
0.00%NEXTPOWER INC. CLASS A COMMON STOCK
Shares4.5K
Event2026-03-31
Filed2026-05-15
VTV
237.05%VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR
Shares2.4K
Event2026-03-31
Filed2026-05-15
COST
173.41%COSTCO WHOLESALE CORP COM
Shares473
Event2026-03-31
Filed2026-05-15
VDE
NewVANGUARD WORLD FD ENERGY ETF
Shares2.6K
Event2026-03-31
Filed2026-05-15
PKW
0.00%INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEV
Shares3.1K
Event2026-03-31
Filed2026-05-15
EIS
0.00%ISHARES MSCI ISRAEL ETF
Shares3.3K
Event2026-03-31
Filed2026-05-15
CRWD
0.00%CROWDSTRIKE HLDGS INC CL A
Shares926
Event2026-03-31
Filed2026-05-15
PLTR
22.52%PALANTIR TECHNOLOGIES INC CL A
Shares2.4K
Event2026-03-31
Filed2026-05-15
CITIGROUP INC
280400.00%CITIGROUP INC
Shares2.8K
Event2026-03-31
Filed2026-05-15
VIG
1478.26%VANGUARD SPECIALIZED FUNDS DIV APP ETF
Shares1.5K
Event2026-03-31
Filed2026-05-15
IWO
-3.42%ISHARES TR RUS 2000 GRW ETF
Shares988
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
0.00%BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
Shares646
Event2026-03-31
Filed2026-05-15
VOX
NewVANGUARD WORLD FD COMM SRVC ETF
Shares1.7K
Event2026-03-31
Filed2026-05-15
SYM
0.00%SYMBOTIC INC CLASS A COM
Shares5.6K
Event2026-03-31
Filed2026-05-15
ASML
9.80%ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012
Shares224
Event2026-03-31
Filed2026-05-15
ADBE
99.67%ADOBE INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-15
IJR
0.00%ISHARES CORE S&P SMALL-CAP E
Shares2.3K
Event2026-03-31
Filed2026-05-15
TSM
0.00%TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
Shares801
Event2026-03-31
Filed2026-05-15
MA
0.00%MASTERCARD INCORPORATED CL A
Shares533
Event2026-03-31
Filed2026-05-15
MERCK &CO. INC COM
1184.62%MERCK &CO. INC COM
Shares2.2K
Event2026-03-31
Filed2026-05-15
APOLLO GLOBAL MGMT INC COM
800.00%APOLLO GLOBAL MGMT INC COM
Shares2.3K
Event2026-03-31
Filed2026-05-15
NFLX
11.06%NETFLIX INC
Shares2.5K
Event2026-03-31
Filed2026-05-15
MTBA
NewSIMPLIFY EXCHANGE TRADED FUNDS SIMPLIFY MBS ETF
Shares4.8K
Event2026-03-31
Filed2026-05-15
WGMI
847.46%VALKYRIE ETF TRUST II COINSHARES BITCOIN MINING ETF
Shares6.7K
Event2026-03-31
Filed2026-05-15
WCLD
9.33%WISDOMTREE TR CLOUD COMPUTNG
Shares8.5K
Event2026-03-31
Filed2026-05-15
XLI
NewSELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares1.4K
Event2026-03-31
Filed2026-05-15
BFLY
17.09%BUTTERFLY NETWORK INC COM CL A
Shares55.7K
Event2026-03-31
Filed2026-05-15
BROADCOM INC COM
0.14%BROADCOM INC COM
Shares722
Event2026-03-31
Filed2026-05-15
OBDC
15.02%BLUE OWL CAPITAL CORPORATION COM USD0.01
Shares19.2K
Event2026-03-31
Filed2026-05-15
CORZ
0.00%CORE SCIENTIFIC INC NEW COM
Shares13.9K
Event2026-03-31
Filed2026-05-15
QXO
0.00%QXO INC COM NEW
Shares10.4K
Event2026-03-31
Filed2026-05-15
NU
-0.26%NU HOLDINGS LTD USD0.000006666666 CLASS A
Shares13.5K
Event2026-03-31
Filed2026-05-15
SCHX
0.00%SCHWAB STRATEGIC TR US LARGE-CAP ETF
Shares7.5K
Event2026-03-31
Filed2026-05-15
IJH
0.00%ISHARES CORE S&P MID-CAP ETF
Shares2.8K
Event2026-03-31
Filed2026-05-15
EFG
-3.33%ISHARES TR EAFE GRWTH ETF
Shares1.7K
Event2026-03-31
Filed2026-05-15
XLK
0.07%SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares1.4K
Event2026-03-31
Filed2026-05-15
SHOP
33.93%SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7
Shares1.5K
Event2026-03-31
Filed2026-05-15
JNJ
0.00%JOHNSON &JOHNSON COM
Shares706
Event2026-03-31
Filed2026-05-15
UBER
681.06%UBER TECHNOLOGIES INC COM
Shares2.4K
Event2026-03-31
Filed2026-05-15
FORWARD INDUSTRIES INC COM NEW
NewFORWARD INDUSTRIES INC COM NEW
Shares37.7K
Event2026-03-31
Filed2026-05-15
MSDL
4.85%MORGAN STANLEY DIRECT LENDING COM SHS
Shares11.7K
Event2026-03-31
Filed2026-05-15
XOM
0.21%EXXON MOBIL CORP COM
Shares959
Event2026-03-31
Filed2026-05-15
APH
0.00%AMPHENOL CORP CLASS A COM USD0.001
Shares1.3K
Event2026-03-31
Filed2026-05-15
VT
0.00%VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF
Shares1.1K
Event2026-03-31
Filed2026-05-15
MMM
720.00%3M CO
Shares1.1K
Event2026-03-31
Filed2026-05-15
GSBD
0.00%GOLDMAN SACHS BDC INC SHS
Shares17.3K
Event2026-03-31
Filed2026-05-15
EWJ
0.00%ISHARES INC MSCI JPN ETF NEW
Shares1.8K
Event2026-03-31
Filed2026-05-15
VFH
NewVANGUARD WORLD FD FINANCIALS ETF
Shares1.2K
Event2026-03-31
Filed2026-05-15
INTC
322.63%INTEL CORP COM USD0.001
Shares3.4K
Event2026-03-31
Filed2026-05-15
SDY
NewSPDR SERIES TRUST STATE STREET S&P DIVIDEND ETF
Shares1.0K
Event2026-03-31
Filed2026-05-15
IEV
0.00%ISHARES EUROPE ETF
Shares2.1K
Event2026-03-31
Filed2026-05-15
CRWV
12.76%COREWEAVE INC COM CL A
Shares1.8K
Event2026-03-31
Filed2026-05-15
DASH
0.00%DOORDASH INC CL A
Shares921
Event2026-03-31
Filed2026-05-15
UNH
12500.00%UNITEDHEALTH GROUP INC
Shares504
Event2026-03-31
Filed2026-05-15
APG
0.00%API GROUP CORP COM STK
Shares3.3K
Event2026-03-31
Filed2026-05-15
EPI
0.00%WISDOMTREE INDIA EARNINGS FUND
Shares3.0K
Event2026-03-31
Filed2026-05-15
GEV
35.24%GE VERNOVA INC COM
Shares142
Event2026-03-31
Filed2026-05-15
APP
474.07%APPLOVIN CORP COM CL A
Shares310
Event2026-03-31
Filed2026-05-15
PFFA
NewETFIS SER TR I VIRTUS INFRCAP
Shares6.0K
Event2026-03-31
Filed2026-05-15
VEA
0.00%VANGUARD DEVELOPED MARKETS INDEX FUND ETF
Shares1.9K
Event2026-03-31
Filed2026-05-15
ISRG
0.00%INTUITIVE SURGICAL INC
Shares262
Event2026-03-31
Filed2026-05-15
JPM
275.23%JPMORGAN CHASE &CO. COM
Shares409
Event2026-03-31
Filed2026-05-15
VXF
107.50%VANGUARD EXTENDED MARKETS INDEX FUND
Shares581
Event2026-03-31
Filed2026-05-15
SE
3.42%SEA LIMITED ADS EACH REP ONE CLASS A ORD SHS
Shares1.4K
Event2026-03-31
Filed2026-05-15
MELI
39.58%MERCADOLIBRE INC COM USD0.001
Shares67
Event2026-03-31
Filed2026-05-15
GGG
0.07%GRACO INC
Shares1.4K
Event2026-03-31
Filed2026-05-15
TMQ
0.00%TRILOGY METALS INC NEW COM NPV ISIN #CA89621C1059 SEDOL #BYZBNP1
Shares31.4K
Event2026-03-31
Filed2026-05-15
MSI
NewMOTOROLA SOLUTIONS INC
Shares257
Event2026-03-31
Filed2026-05-15
BA
55000.00%BOEING CO
Shares551
Event2026-03-31
Filed2026-05-15
PTY
NewPIMCO CORPORATE &INCOME OPPOR COM
Shares9.0K
Event2026-03-31
Filed2026-05-15
CRCL
NewCIRCLE INTERNET GROUP INC COM CL A
Shares1.1K
Event2026-03-31
Filed2026-05-15
GE AEROSPACE COM NEW
71.09%GE AEROSPACE COM NEW
Shares361
Event2026-03-31
Filed2026-05-15
DDOG
0.00%DATADOG INC CL A COM
Shares850
Event2026-03-31
Filed2026-05-15
CRM
0.00%SALESFORCE INC COM
Shares526
Event2026-03-31
Filed2026-05-15
IEX
0.00%IDEX CORP COM USD0.01
Shares511
Event2026-03-31
Filed2026-05-15
VGK
230.45%VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF
Shares1.1K
Event2026-03-31
Filed2026-05-15
AUR
23.07%AURORA INNOVATION INC CLASS A COM
Shares21.4K
Event2026-03-31
Filed2026-05-15
AMD
92.69%ADVANCED MICRO DEVICES INC
Shares422
Event2026-03-31
Filed2026-05-15
ALB
0.00%ALBEMARLE CORP COM USD0.01
Shares459
Event2026-03-31
Filed2026-05-15
THW
NewABRDN WORLD HEALTHCARE FUND SHS OF BEN INTERES USD0.01
Shares7.0K
Event2026-03-31
Filed2026-05-15
FMKT
-4.55%TIDAL TRUST I THE FREE MARKETS ETF
Shares3.9K
Event2026-03-31
Filed2026-05-15
MLM
0.00%MARTIN MARIETTA MATERIALS INC COM USD0.01
Shares136
Event2026-03-31
Filed2026-05-15
JPC
NewNUVEEN PFD &INCOME OPPORTUNIT COM
Shares10.6K
Event2026-03-31
Filed2026-05-15
GRID
NewFIRST TR EXCHANGE TRADED FD II NASDQ CLN EDGE
Shares479
Event2026-03-31
Filed2026-05-15
PJT
0.00%PJT PARTNERS INC COM CL A
Shares559
Event2026-03-31
Filed2026-05-15
HQH
NewABRDN HEALTHCARE INVESTORS SBI USD0.01
Shares4.4K
Event2026-03-31
Filed2026-05-15
SIXG
-2.00%ETF SER SOLUTIONS DEFIANCE CONNECT
Shares1.1K
Event2026-03-31
Filed2026-05-15
AAL
NewAMERICAN AIRLINES GROUP INC COM USD0.01
Shares7.0K
Event2026-03-31
Filed2026-05-15
VYM
-11.84%VANGUARD WHITEHALL FDS HIGH DIV YLD
Shares499
Event2026-03-31
Filed2026-05-15
SOFI
1175.14%SOFI TECHNOLOGIES INC COM
Shares4.6K
Event2026-03-31
Filed2026-05-15
SBUX
0.00%STARBUCKS CORP COM USD0.001
Shares794
Event2026-03-31
Filed2026-05-15
ABBV
0.31%ABBVIE INC COM USD0.01
Shares326
Event2026-03-31
Filed2026-05-15
ANNALY CAPITAL MANAGEMENT INC COM NEW
NewANNALY CAPITAL MANAGEMENT INC COM NEW
Shares3.3K
Event2026-03-31
Filed2026-05-15
HD
148.24%HOME DEPOT INC
Shares211
Event2026-03-31
Filed2026-05-15
BLACKSTONE INC
0.17%BLACKSTONE INC
Shares600
Event2026-03-31
Filed2026-05-15
AMAT
NewAPPLIED MATERIALS INC COM USD0.01
Shares200
Event2026-03-31
Filed2026-05-15
VEEV
0.00%VEEVA SYSTEMS INC
Shares387
Event2026-03-31
Filed2026-05-15
PAXS
NewPIMCO ACCESS INCOME FUND SHS BENFIN INT
Shares4.7K
Event2026-03-31
Filed2026-05-15
BMY
0.00%BRISTOL-MYERS SQUIBB CO COM
Shares1.0K
Event2026-03-31
Filed2026-05-15
HYLN
23.51%HYLIION HOLDINGS CORP COMMON STOCK
Shares34.5K
Event2026-03-31
Filed2026-05-15
CSWC
6.00%CAPITAL SOUTHWEST CORPORATION COM USD0.25
Shares2.6K
Event2026-03-31
Filed2026-05-15
ACCENTURE PLC
0.00%ACCENTURE PLC
Shares294
Event2026-03-31
Filed2026-05-15
IAK
0.44%ISHARES TR U.S. INSRNCE ETF
Shares452
Event2026-03-31
Filed2026-05-15
IBIT
-90.65%ISHARES BITCOIN TRUST ETF
Shares1.5K
Event2026-03-31
Filed2026-05-15
COIN
134.85%COINBASE GLOBAL, INC. CLASS A COMMON STOCK
Shares310
Event2026-03-31
Filed2026-05-15
MU
1.27%MICRON TECHNOLOGY INC
Shares160
Event2026-03-31
Filed2026-05-15
BP
1410.67%BP PLC SPONSORED ADR
Shares1.1K
Event2026-03-31
Filed2026-05-15
BRSL
NewBRIGHTSTAR LOTTERY PLC ORDINARY SHARES
Shares4.0K
Event2026-03-31
Filed2026-05-15
TSLX
NewSIXTH STREET SPECIALTY LENDING COM
Shares2.7K
Event2026-03-31
Filed2026-05-15
CME
0.00%CME GROUP INC COM
Shares167
Event2026-03-31
Filed2026-05-15
PDO
NewPIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS
Shares3.6K
Event2026-03-31
Filed2026-05-15
ARI
NewAPOLLO COMMERCIAL REAL ESTATE FINANCE INC
Shares4.4K
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE- TRADED FUND TRUST INVESCO RAFI US 1000 ETF
0.00%INVESCO EXCHANGE- TRADED FUND TRUST INVESCO RAFI US 1000 ETF
Shares945
Event2026-03-31
Filed2026-05-15
INTU
0.99%INTUIT INC
Shares102
Event2026-03-31
Filed2026-05-15
ECL
0.00%ECOLAB INC
Shares165
Event2026-03-31
Filed2026-05-15
RIVN
0.00%RIVIAN AUTOMOTIVE INC COM CL A
Shares2.9K
Event2026-03-31
Filed2026-05-15
PDI
NewPIMCO DYNAMIC INCOME FD COM USD0.00001
Shares2.5K
Event2026-03-31
Filed2026-05-15
BRSP
NewBRIGHTSPIRE CAPITAL INC COM CL A
Shares7.7K
Event2026-03-31
Filed2026-05-15
BIZD
167.42%VANECK ETF TR VANECK BDC INCOME ETF
Shares3.3K
Event2026-03-31
Filed2026-05-15
ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT
NewABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT
Shares3.8K
Event2026-03-31
Filed2026-05-15
BTO
NewJOHN HANCOCK FINANCIAL OPPTS FUND COM SHS OF BEN INT NPV
Shares1.2K
Event2026-03-31
Filed2026-05-15
FPX
0.00%FIRST TRUST US EQUITY OPPORTUNITIES ETF
Shares261
Event2026-03-31
Filed2026-05-15
SCHF
0.00%SCHWAB INTERNATIONAL EQUITY ETF
Shares1.7K
Event2026-03-31
Filed2026-05-15
ADP
0.00%AUTOMATIC DATA PROCESSING INC COM
Shares201
Event2026-03-31
Filed2026-05-15
GS
0.00%GOLDMAN SACHS GROUP INC COM USD0.01
Shares48
Event2026-03-31
Filed2026-05-15
DHR
0.00%DANAHER CORPORATION COM
Shares213
Event2026-03-31
Filed2026-05-15
WMT
0.00%WALMART INC COM
Shares324
Event2026-03-31
Filed2026-05-15
TXN
0.49%TEXAS INSTRUMENTS INC COM USD1.00
Shares206
Event2026-03-31
Filed2026-05-15
ROKU
0.00%ROKU INC COM CL A
Shares415
Event2026-03-31
Filed2026-05-15
QQQM
0.00%INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
Shares164
Event2026-03-31
Filed2026-05-15
UTG
NewREAVES UTILITY INCOME FUND
Shares992
Event2026-03-31
Filed2026-05-15
THQ
NewABRDN HEALTHCARE OPPORTUNITIES FD COM USD0.01
Shares2.3K
Event2026-03-31
Filed2026-05-15
XLE
NewSELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares633
Event2026-03-31
Filed2026-05-15
ARCC
NewARES CAPITAL CORP COM
Shares2.1K
Event2026-03-31
Filed2026-05-15
XYZ
-5.15%BLOCK INC CL A
Shares626
Event2026-03-31
Filed2026-05-15
SCHA
0.00%SCHWAB STRATEGIC TR US SMALL-CAP ETF
Shares1.3K
Event2026-03-31
Filed2026-05-15
MO
54800.00%ALTRIA GROUP INC
Shares549
Event2026-03-31
Filed2026-05-15
CPNG
0.00%COUPANG INC CL A
Shares1.9K
Event2026-03-31
Filed2026-05-15
XLU
0.79%SELECT SECTOR SPDR TRUST STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares762
Event2026-03-31
Filed2026-05-15
FDN
0.00%FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD
Shares141
Event2026-03-31
Filed2026-05-15
USA
NewLIBERTY ALL-STAR EQUITY FUND
Shares5.9K
Event2026-03-31
Filed2026-05-15
IBM
0.00%INTERNATIONAL BUS MACH CORP COM USD0.20
Shares132
Event2026-03-31
Filed2026-05-15
DGS
0.00%WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
Shares529
Event2026-03-31
Filed2026-05-15
NEE
0.59%NEXTERA ENERGY INC COM USD0.01
Shares342
Event2026-03-31
Filed2026-05-15
SNOW
-2.34%SNOWFLAKE INC. COMMON STOCK
Shares209
Event2026-03-31
Filed2026-05-15
IWM
0.00%ISHARES RUSSELL 2000 ETF
Shares127
Event2026-03-31
Filed2026-05-15
SLRC
NewSLR INVESTMENT CORP COM
Shares2.2K
Event2026-03-31
Filed2026-05-15
WPC
0.00%WP CAREY INC COM
Shares447
Event2026-03-31
Filed2026-05-15
AFRM
0.00%AFFIRM HOLDINGS INC CLASS A COMMON STOCK
Shares661
Event2026-03-31
Filed2026-05-15
FGDL
0.00%FRANKLIN TEMPLETON HOLDINGS TR RESPBLY SRCD GLD
Shares476
Event2026-03-31
Filed2026-05-15
PHG
NewKONINKLIJKE PHILIPS N V NY REGIS SHS NEW
Shares1.1K
Event2026-03-31
Filed2026-05-15
RITM
NewRITHM CAPITAL CORP
Shares3.1K
Event2026-03-31
Filed2026-05-15
SPOT
0.00%SPOTIFY TECHNOLOGY S.A. COM EUR0.000625
Shares60
Event2026-03-31
Filed2026-05-15
UPST
0.00%UPSTART HLDGS INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-15
FNDA
0.00%SCHWAB STRATEGIC TR FUNDAMENTAL US S
Shares879
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE- TRADED FUND TRUST II INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF
0.00%INVESCO EXCHANGE- TRADED FUND TRUST II INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF
Shares406
Event2026-03-31
Filed2026-05-15
PFE
NewPFIZER INC
Shares981
Event2026-03-31
Filed2026-05-15
APLD
0.00%APPLIED DIGITAL CORP COM USD0.001 (POST REV SPLIT)
Shares1.1K
Event2026-03-31
Filed2026-05-15
HFND
0.00%TIDAL TRUST I UNLIMITED HFND MULTI-STRATEGY RETURN TRACKER ETF
Shares1.2K
Event2026-03-31
Filed2026-05-15
NAD
NewNUVEEN QUALITY MUNCP INCOME FD COM
Shares2.3K
Event2026-03-31
Filed2026-05-15
KRP
NewKIMBELL RTY PARTNERS LP UNIT
Shares1.9K
Event2026-03-31
Filed2026-05-15
RNP
NewCOHEN &STEERS REIT &PFD &IN COM
Shares1.3K
Event2026-03-31
Filed2026-05-15
TWLO
0.00%TWILIO INC CL A
Shares211
Event2026-03-31
Filed2026-05-15
TAN
0.00%INVESCO EXCH TRADED FD TR II SOLAR ETF
Shares475
Event2026-03-31
Filed2026-05-15
UTF
NewCOHEN &STEERS INFRASTRUCTRE FD INC COM USD0.001
Shares1.0K
Event2026-03-31
Filed2026-05-15
RMM
NewRIVERNORTH MANAGED DUR MUN INM COM
Shares1.9K
Event2026-03-31
Filed2026-05-15
EPR
NewEPR PROPERTIES SBI USD0.01
Shares521
Event2026-03-31
Filed2026-05-15
IEUR
0.00%ISHARES CORE MSCI EUROPE ETF
Shares368
Event2026-03-31
Filed2026-05-15
RTX
226.83%RTX CORPORATION COM USD1.00
Shares134
Event2026-03-31
Filed2026-05-15
RQI
NewCOHEN &STEERS QUALITY INCOME COM
Shares2.1K
Event2026-03-31
Filed2026-05-15
DHI
0.00%DR HORTON INC COM STK USD0.01
Shares183
Event2026-03-31
Filed2026-05-15
THE CIGNA GROUP COM
NewTHE CIGNA GROUP COM
Shares94
Event2026-03-31
Filed2026-05-15
AIS
0.00%TIDAL TRUST III VISTASHARES ARTIFICIAL INTELLIGENCE SU
Shares592
Event2026-03-31
Filed2026-05-15
RVT
NewROYCE SMALL CAP TRUST INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-15
PM
0.00%PHILIP MORRIS INTERNATIONAL INC COM NPV
Shares148
Event2026-03-31
Filed2026-05-15
CMG
0.00%CHIPOTLE MEXICAN GRILL INC
Shares750
Event2026-03-31
Filed2026-05-15
STWD
NewSTARWOOD PPTY TR INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-15
DLS
0.00%WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
Shares284
Event2026-03-31
Filed2026-05-15
COHERENT CORP COM
0.00%COHERENT CORP COM
Shares96
Event2026-03-31
Filed2026-05-15
EEM
0.00%ISHARES TRUST MSCI EMG MKTS ETF USD DIS
Shares401
Event2026-03-31
Filed2026-05-15
INSM
0.00%INSMED INC
Shares137
Event2026-03-31
Filed2026-05-15
SNPS
-23.29%SYNOPSYS INC
Shares56
Event2026-03-31
Filed2026-05-15
DIS
0.00%DISNEY WALT CO COM
Shares229
Event2026-03-31
Filed2026-05-15
LLY
0.00%ELI LILLY &CO COM
Shares24
Event2026-03-31
Filed2026-05-15
ARES
0.00%ARES MANAGEMENT CORPORATION CL A COM STK
Shares198
Event2026-03-31
Filed2026-05-15
OXFORD LANE CAP CORP COM
9.36%OXFORD LANE CAP CORP COM
Shares2.2K
Event2026-03-31
Filed2026-05-15
ACRE
NewARES COMMERCIAL REAL ESTATE CORP
Shares4.4K
Event2026-03-31
Filed2026-05-15
BKNG
0.00%BOOKING HOLDINGS INC COM
Shares5
Event2026-03-31
Filed2026-05-15
ORCL
0.00%ORACLE CORP
Shares143
Event2026-03-31
Filed2026-05-15
DE
0.00%DEERE & CO
Shares37
Event2026-03-31
Filed2026-05-15
DPZ
0.00%DOMINO S PIZZA INC
Shares58
Event2026-03-31
Filed2026-05-15
ARKG
0.00%ARK ETF TR GENOMIC REV ETF
Shares776
Event2026-03-31
Filed2026-05-15
ARISTA NETWORKS INC COM SHS
2.45%ARISTA NETWORKS INC COM SHS
Shares167
Event2026-03-31
Filed2026-05-15
GBTC
-98.60%GRAYSCALE BITCOIN TRUST ETF
Shares385
Event2026-03-31
Filed2026-05-15
PROCAP FINL INC COM SHS
0.00%PROCAP FINL INC COM SHS
Shares9.5K
Event2026-03-31
Filed2026-05-15
PRCH
0.00%PORCH GROUP INC COM
Shares2.7K
Event2026-03-31
Filed2026-05-15
O
NewREALTY INCOME CORP COM
Shares315
Event2026-03-31
Filed2026-05-15
ROBO
0.00%EXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF
Shares281
Event2026-03-31
Filed2026-05-15
EIC
NewEAGLE POINT INCOME COMPANY INC COM
Shares1.9K
Event2026-03-31
Filed2026-05-15
FNDX
0.00%SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETF
Shares660
Event2026-03-31
Filed2026-05-15
ADSK
0.00%AUTODESK INC
Shares76
Event2026-03-31
Filed2026-05-15
ABT
0.57%ABBOTT LABORATORIES
Shares175
Event2026-03-31
Filed2026-05-15
PYPL
0.00%PAYPAL HLDGS INC COM
Shares387
Event2026-03-31
Filed2026-05-15
XAI OCTAGN FLT RAT &ALT INM T COM SHS BENF INT
NewXAI OCTAGN FLT RAT &ALT INM T COM SHS BENF INT
Shares989
Event2026-03-31
Filed2026-05-15
SPG
28.17%SIMON PROPERTY GROUP INC
Shares91
Event2026-03-31
Filed2026-05-15
SEAGATE TECHNOLOGY HLDGS PUB LTD CO SEAGATE TECHNOLOGY HOLDINGS PLC ORDINARY SHARES ISIN #IE00BKVD2N49
0.00%SEAGATE TECHNOLOGY HLDGS PUB LTD CO SEAGATE TECHNOLOGY HOLDINGS PLC ORDINARY SHARES ISIN #IE00BKVD2N49
Shares43
Event2026-03-31
Filed2026-05-15
SOLV
1300.00%SOLVENTUM CORP COM SHS
Shares252
Event2026-03-31
Filed2026-05-15
IRM
NewIRON MTN INC DEL COM
Shares161
Event2026-03-31
Filed2026-05-15
NML
NewNEUBERGER ENERGY INFRASTRUCTURE AND INCOME FUND INC. COMMON STOCK
Shares1.6K
Event2026-03-31
Filed2026-05-15
TPVG
NewTRIPLEPOINT VENTURE GROWTH BDC COM
Shares3.2K
Event2026-03-31
Filed2026-05-15
TYL
0.00%TYLER TECHNOLOGIES INC
Shares46
Event2026-03-31
Filed2026-05-15
CMPO
0.00%GPGI, INC. CLASS A COMMON STOCK
Shares919
Event2026-03-31
Filed2026-05-15
DMO
NewWESTERN ASSET MTG DEFINED OPPO COM
Shares1.4K
Event2026-03-31
Filed2026-05-15
GENERAL DYNAMICS CORP COM
0.00%GENERAL DYNAMICS CORP COM
Shares45
Event2026-03-31
Filed2026-05-15
EATON CORPORATION PLC
0.00%EATON CORPORATION PLC
Shares41
Event2026-03-31
Filed2026-05-15
JEPQ
0.00%J P MORGAN EXCHANGE TRADED FD NASDAQ EQT PREM
Shares263
Event2026-03-31
Filed2026-05-15
IVV
0.00%ISHARES CORE S&P 500 ETF
Shares22
Event2026-03-31
Filed2026-05-15
CCD
NewCALAMOS DYNAMIC CONV &INCOME COM
Shares660
Event2026-03-31
Filed2026-05-15
BLACKROCK INC COM
0.00%BLACKROCK INC COM
Shares15
Event2026-03-31
Filed2026-05-15
ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6
0.00%ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6
Shares157
Event2026-03-31
Filed2026-05-15
LMT
0.00%LOCKHEED MARTIN CORP COM USD1.00
Shares23
Event2026-03-31
Filed2026-05-15
G
-30.43%GENPACT LIMITED COM STK USD0.01
Shares368
Event2026-03-31
Filed2026-05-15
SRE
0.72%SEMPRA COM
Shares139
Event2026-03-31
Filed2026-05-15
MCHP
0.00%MICROCHIP TECHNOLOGY INC. COM
Shares208
Event2026-03-31
Filed2026-05-15
ON
0.00%ON SEMICONDUCTOR CORP COM USD0.01
Shares211
Event2026-03-31
Filed2026-05-15
BCX
NewBLACKROCK RES &COMMODITIES ST SHS
Shares1.1K
Event2026-03-31
Filed2026-05-15
GILD
0.00%GILEAD SCIENCES INC COM USD0.001
Shares90
Event2026-03-31
Filed2026-05-15
VZ
0.00%VERIZON COMMUNICATIONS INC
Shares247
Event2026-03-31
Filed2026-05-15
NTRA
0.00%NATERA INC COM
Shares62
Event2026-03-31
Filed2026-05-15
MDB
0.00%MONGODB INC CL A
Shares50
Event2026-03-31
Filed2026-05-15
F
0.00%FORD MTR CO DEL COM
Shares1.0K
Event2026-03-31
Filed2026-05-15
CVNA
0.00%CARVANA CO CL A
Shares36
Event2026-03-31
Filed2026-05-15
USB
0.47%US BANCORP
Shares216
Event2026-03-31
Filed2026-05-15
KO
0.00%COCA-COLA CO
Shares147
Event2026-03-31
Filed2026-05-15
KMB
0.00%KIMBERLY-CLARK CORP COM
Shares115
Event2026-03-31
Filed2026-05-15
BABA
0.00%ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS
Shares88
Event2026-03-31
Filed2026-05-15
IQLT
0.00%ISHARES TR MSCI INTL QUALTY
Shares236
Event2026-03-31
Filed2026-05-15
PARAMOUNT SKYDANCE CORP COM CL B
0.00%PARAMOUNT SKYDANCE CORP COM CL B
Shares1.2K
Event2026-03-31
Filed2026-05-15
HACK
0.70%AMPLIFY TR CYBERSECURITY ETF
Shares144
Event2026-03-31
Filed2026-05-15
MMC
0.00%MARSH COMMON STOCK
Shares61
Event2026-03-31
Filed2026-05-15
VWO
0.00%VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
Shares195
Event2026-03-31
Filed2026-05-15
XIFR
NewNEXTERA ENERGY PARTNERS LP XPLR INFRASTRUCTURE LP
Shares988
Event2026-03-31
Filed2026-05-15
XBI
1.23%SPDR SERIES TRUST STATE STREET S&P BIOTECH ETF
Shares82
Event2026-03-31
Filed2026-05-15
LSF
0.00%LAIRD SUPERFOOD INC COM STK
Shares4.9K
Event2026-03-31
Filed2026-05-15
PWR
0.00%QUANTA SERVICES COM USD0.00001
Shares19
Event2026-03-31
Filed2026-05-15
CLX
0.00%CLOROX CO COM USD1.00
Shares100
Event2026-03-31
Filed2026-05-15
MTB
0.00%M &T BANK CORP COM USD0.50
Shares50
Event2026-03-31
Filed2026-05-15
BSTZ
2.22%BLACKROCK SCIENCE &TECH TERM TR COM SHS BEN INT USD0.001
Shares460
Event2026-03-31
Filed2026-05-15
ENB
NewENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149
Shares188
Event2026-03-31
Filed2026-05-15
PNC
2.08%PNC FINANCIAL SERVICES GROUP COM USD5
Shares49
Event2026-03-31
Filed2026-05-15
SCHG
0.00%SCHWAB US LARGE-CAP GROWTH ETF
Shares347
Event2026-03-31
Filed2026-05-15
URA
4.50%GLOBAL X FDS GLOBAL X URANIUM
Shares209
Event2026-03-31
Filed2026-05-15
RBLX
0.00%ROBLOX CORP CL A
Shares173
Event2026-03-31
Filed2026-05-15
ORLY
0.00%OREILLY AUTOMOTIVE INC COM
Shares105
Event2026-03-31
Filed2026-05-15
SCHW
0.00%SCHWAB CHARLES CORP COM
Shares102
Event2026-03-31
Filed2026-05-15
TWST
NewTWIST BIOSCIENCE CORP COM
Shares200
Event2026-03-31
Filed2026-05-15
HOOD
0.00%ROBINHOOD MKTS INC COM CL A
Shares135
Event2026-03-31
Filed2026-05-15
PFN
NewPIMCO INCOME STRATEGY FD II COM
Shares1.3K
Event2026-03-31
Filed2026-05-15
ICLN
0.00%ISHARES TR GL CLEAN ENE ETF
Shares496
Event2026-03-31
Filed2026-05-15
CHIMERA INVT CORP COM SHS
NewCHIMERA INVT CORP COM SHS
Shares719
Event2026-03-31
Filed2026-05-15
PAYX
1.05%PAYCHEX INC COM USD0.01
Shares96
Event2026-03-31
Filed2026-05-15
AMT
5000.00%AMERICAN TOWER CORP NEW COM
Shares51
Event2026-03-31
Filed2026-05-15
KBWB
0.00%INVESCO EXCH TRADED FD TR II KBW BK ETF
Shares110
Event2026-03-31
Filed2026-05-15
HESM
NewHESS MIDSTREAM LP CL A SHS
Shares222
Event2026-03-31
Filed2026-05-15
DOCN
NewDIGITALOCEAN HLDGS INC COM
Shares100
Event2026-03-31
Filed2026-05-15
ITW
0.00%ILLINOIS TOOL WORKS INC COM
Shares33
Event2026-03-31
Filed2026-05-15
PLD
0.00%PROLOGIS INC. COM
Shares64
Event2026-03-31
Filed2026-05-15
NOW
0.00%SERVICENOW INC COM USD0.001
Shares80
Event2026-03-31
Filed2026-05-15
JRI
NewNUVEEN REAL ASSET INCOME &GRO COM
Shares664
Event2026-03-31
Filed2026-05-15
BLACKROCK TECHNOLOGY AND PRIVATE EQUITY TERM TRUST COMMON SHARES OF BENEFICIAL INTEREST
2.42%BLACKROCK TECHNOLOGY AND PRIVATE EQUITY TERM TRUST COMMON SHARES OF BENEFICIAL INTEREST
Shares1.2K
Event2026-03-31
Filed2026-05-15
HUBS
NewHUBSPOT INC
Shares32
Event2026-03-31
Filed2026-05-15
DMB
NewBNY MELLON MUN BD INFRASTRUCTU COM SHS
Shares742
Event2026-03-31
Filed2026-05-15
OXM
0.00%OXFORD INDUSTRIES INC
Shares200
Event2026-03-31
Filed2026-05-15
FEZ
0.00%SPDR INDEX SHARES FUNDS STATE STREET SPDR EURO STOXX 50 ETF
Shares123
Event2026-03-31
Filed2026-05-15
EMN
0.00%EASTMAN CHEM CO COM
Shares100
Event2026-03-31
Filed2026-05-15
CBOE
0.00%CBOE GLOBAL MARKETS INC
Shares27
Event2026-03-31
Filed2026-05-15
TOST
0.00%TOAST INC CL A
Shares283
Event2026-03-31
Filed2026-05-15
MSTR
0.00%STRATEGY INC COMMON STOCK CLASS A
Shares60
Event2026-03-31
Filed2026-05-15
TFC
-28.00%TRUIST FINL CORP COM
Shares162
Event2026-03-31
Filed2026-05-15
MCD
0.00%MCDONALD S CORP
Shares24
Event2026-03-31
Filed2026-05-15
WDI
NewWESTERN ASSET DIVERSIFIED INCM COM SHS BEN INT
Shares537
Event2026-03-31
Filed2026-05-15
GEHC
100.00%GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
Shares100
Event2026-03-31
Filed2026-05-15
ONL
NewORION PROPERTIES INC.
Shares3.3K
Event2026-03-31
Filed2026-05-15
FSK
NewFS KKR CAP CORP COM
Shares691
Event2026-03-31
Filed2026-05-15
SRV
NewNXG CUSHING MIDSTREAM ENERGY FUND
Shares158
Event2026-03-31
Filed2026-05-15
PSX
0.00%PHILLIPS 66
Shares38
Event2026-03-31
Filed2026-05-15
MCK
0.00%MCKESSON CORP
Shares8
Event2026-03-31
Filed2026-05-15
DT
0.00%DYNATRACE INC COM NEW
Shares187
Event2026-03-31
Filed2026-05-15
NPFD
NewNUVEEN VRIABL RAT PFD &INM FD COM
Shares377
Event2026-03-31
Filed2026-05-15
TROW
0.00%PRICE T ROWE GROUPS COM USD0.20
Shares75
Event2026-03-31
Filed2026-05-15
BXMT
NewBLACKSTONE MORTGAGE TRUST INC COM USD0.01 CLS A
Shares348
Event2026-03-31
Filed2026-05-15
NVR
0.00%NVR INC COM USD0.01
Shares1
Event2026-03-31
Filed2026-05-15
ADM
0.00%ARCHER-DANIELS-MIDLA ND CO
Shares90
Event2026-03-31
Filed2026-05-15
SCHD
0.00%SCHWAB US DIVIDEND EQUITY ETF
Shares213
Event2026-03-31
Filed2026-05-15
ABR
4.97%ARBOR REALTY TRUST INC COM
Shares845
Event2026-03-31
Filed2026-05-15
AQN
NewALGONQUIN PWR UTILS CORP COM ISIN #CA0158571053 SEDOL #B51BMR7
Shares1.1K
Event2026-03-31
Filed2026-05-15
PANW
0.00%PALO ALTO NETWORKS INC COM USD0.0001
Shares40
Event2026-03-31
Filed2026-05-15
WENNW
0.00%WEN ACQUSITION CORP USD WTS EXP 10/31/2031 ISIN #KYG9R39C1119
Shares20.0K
Event2026-03-31
Filed2026-05-15
TXG
New10X GENOMICS INC CL A COM
Shares300
Event2026-03-31
Filed2026-05-15
WAFD
0.00%WAFD INC COM
Shares200
Event2026-03-31
Filed2026-05-15
VLTO
0.00%VERALTO CORP COM SHS
Shares71
Event2026-03-31
Filed2026-05-15
TTWO
0.00%TAKE-TWO INTERACTIVE SOFTWARE INC
Shares31
Event2026-03-31
Filed2026-05-15
TGT
0.00%TARGET CORP
Shares50
Event2026-03-31
Filed2026-05-15
ALNY
0.00%ALNYLAM PHARMACEUTICALS INC
Shares18
Event2026-03-31
Filed2026-05-15
VICI
NewVICI PPTYS INC COM
Shares217
Event2026-03-31
Filed2026-05-15
IMO
0.00%IMPERIAL OIL COM NPV ISIN #CA4530384086 SEDOL #2454241
Shares45
Event2026-03-31
Filed2026-05-15
FTV
0.00%FORTIVE CORP COM
Shares106
Event2026-03-31
Filed2026-05-15
RLTY
NewCOHEN &STEERS REAL ESTATE OPP SHS BENFIN INT
Shares398
Event2026-03-31
Filed2026-05-15
DY
NewDYCOM INDUSTRIES INC
Shares17
Event2026-03-31
Filed2026-05-15
ECC
NewEAGLE POINT CREDIT COMPANY INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-15
PCN
NewPIMCO CORPORATE &INCM STRG FD COM
Shares481
Event2026-03-31
Filed2026-05-15
PCM
NewPCM FD INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-15
RC
NewREADY CAPITAL CORP COM
Shares3.5K
Event2026-03-31
Filed2026-05-15
VV
0.00%VANGUARD LARGE-CAP INDEX FUND
Shares18
Event2026-03-31
Filed2026-05-15
PINS
0.00%PINTEREST INC CL A
Shares291
Event2026-03-31
Filed2026-05-15
LNG
0.00%CHENIERE ENERGY INC COM USD0.003
Shares18
Event2026-03-31
Filed2026-05-15
GWRE
0.00%GUIDEWIRE SOFTWARE INC COM USD0.0001
Shares34
Event2026-03-31
Filed2026-05-15
WFC
687.50%WELLS FARGO CO NEW COM
Shares63
Event2026-03-31
Filed2026-05-15
MS
0.00%MORGAN STANLEY COM USD0.01
Shares30
Event2026-03-31
Filed2026-05-15
LITE
NewLUMENTUM HLDGS INC COM
Shares7
Event2026-03-31
Filed2026-05-15
WEC ENERGY GROUP INC COM
-40.00%WEC ENERGY GROUP INC COM
Shares42
Event2026-03-31
Filed2026-05-15
NBXG
NewNEUBERGER NEXT GENERATION CONNECTIVITY FUND INC. COMMON STOCK
Shares375
Event2026-03-31
Filed2026-05-15
HON
0.00%HONEYWELL INTERNATIONAL INC COM USD1
Shares21
Event2026-03-31
Filed2026-05-15
ALAB
0.00%ASTERA LABS INC COM
Shares43
Event2026-03-31
Filed2026-05-15
TDG
0.00%TRANSDIGM GROUP INC
Shares4
Event2026-03-31
Filed2026-05-15
TT
0.00%TRANE TECHNOLOGIES PLC COM USD1
Shares11
Event2026-03-31
Filed2026-05-15
T
0.00%AT&T INC COM USD1
Shares155
Event2026-03-31
Filed2026-05-15
PMT
NewPENNYMAC MORTGAGE INVESTMENT TRUST
Shares374
Event2026-03-31
Filed2026-05-15
PHK
NewPIMCO HIGH INCOME FUND
Shares938
Event2026-03-31
Filed2026-05-15
TTD
0.00%THE TRADE DESK INC COM CL A
Shares179
Event2026-03-31
Filed2026-05-15
VST
0.00%VISTRA CORP COM
Shares27
Event2026-03-31
Filed2026-05-15
NCDL
NewNUVEEN CHURCHILL DIRECT LENDIN COM SHS
Shares312
Event2026-03-31
Filed2026-05-15
FITB
NewFIFTH THIRD BANCORP
Shares83
Event2026-03-31
Filed2026-05-15
SPYI
NewNEOS ETF TRUST NEOS S&P 500 HI
Shares78
Event2026-03-31
Filed2026-05-15
AMZA
NewETFIS SER TR I INFRAC ACT MLP
Shares83
Event2026-03-31
Filed2026-05-15
GTM
0.00%ZOOMINFO TECHNOLOGIES INC COMMON STOCK
Shares636
Event2026-03-31
Filed2026-05-15
ILMN
-32.61%ILLUMINA INC COM USD0.01
Shares31
Event2026-03-31
Filed2026-05-15
CLPT
0.00%CLEARPOINT NEURO INC COM
Shares402
Event2026-03-31
Filed2026-05-15
ICE
0.00%INTERCONTINENTAL EXCHANGE INC COM USD0.01
Shares23
Event2026-03-31
Filed2026-05-15
SOLID BIOSCIENCES INC COM NEW
0.00%SOLID BIOSCIENCES INC COM NEW
Shares501
Event2026-03-31
Filed2026-05-15
IBKR
0.00%INTERACTIVE BROKERS GROUP INC COM CL A
Shares52
Event2026-03-31
Filed2026-05-15
EPD
0.00%ENTERPRISE PRODS PARTNERS L P COM
Shares90
Event2026-03-31
Filed2026-05-15
KIO
NewKKR INCOME OPPORTUNITIES FUND
Shares308
Event2026-03-31
Filed2026-05-15
AZO
0.00%AUTOZONE INC COM USD0.01
Shares1
Event2026-03-31
Filed2026-05-15
KVYO
0.00%KLAVIYO INC COM SER A
Shares173
Event2026-03-31
Filed2026-05-15
GGN
NewGAMCO GLOBAL GOLD NAT RES &COM SH BEN INT
Shares622
Event2026-03-31
Filed2026-05-15
NXG
NewNXG NEXTGEN INFRASTR INCM FD COM
Shares60
Event2026-03-31
Filed2026-05-15
BLW
NewBLACKROCK LTD DURATION INCOME COM SHS
Shares260
Event2026-03-31
Filed2026-05-15
SCCO
0.00%SOUTHERN COPPER CORP
Shares19
Event2026-03-31
Filed2026-05-15
EIX
NewEDISON INTERNATIONAL
Shares43
Event2026-03-31
Filed2026-05-15
ATLASSIAN CORPORATION CL A
0.00%ATLASSIAN CORPORATION CL A
Shares46
Event2026-03-31
Filed2026-05-15
HSY
0.00%HERSHEY COMPANY COM USD1.00
Shares15
Event2026-03-31
Filed2026-05-15
LUV
0.00%SOUTHWEST AIRLINES CO
Shares81
Event2026-03-31
Filed2026-05-15
AM
NewANTERO MIDSTREAM CORP COM
Shares133
Event2026-03-31
Filed2026-05-15
WAB
100.00%WABTEC COM
Shares12
Event2026-03-31
Filed2026-05-15
CBU
0.00%COMMUNITY FINANCIAL SYSTEM INC COM
Shares50
Event2026-03-31
Filed2026-05-15
GRAYSCALE BITCOIN MINI TR ETF SHS NEW
-98.22%GRAYSCALE BITCOIN MINI TR ETF SHS NEW
Shares98
Event2026-03-31
Filed2026-05-15
NEM
0.00%NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2
Shares27
Event2026-03-31
Filed2026-05-15
HIX
NewWESTERN ASSET HIGH INCOM FD II COM
Shares725
Event2026-03-31
Filed2026-05-15
CMCSA
0.00%COMCAST CORP
Shares100
Event2026-03-31
Filed2026-05-15
CAT
0.00%CATERPILLAR INC COM
Shares4
Event2026-03-31
Filed2026-05-15
GOF
NewGUGGENHEIM STRATEGIC OPPORTUN COM SBI
Shares242
Event2026-03-31
Filed2026-05-15
PFL
NewPIMCO INCOME STRATEGY FD COM
Shares326
Event2026-03-31
Filed2026-05-15
HIMS
0.00%HIMS &HERS HEALTH INC COM CL A
Shares122
Event2026-03-31
Filed2026-05-15
ERC
NewALLSPRING MULTI SECTOR INCOME COM
Shares280
Event2026-03-31
Filed2026-05-15
DHF
NewBNY MELLON HIGH YIELD STRATEGI SH BEN INT
Shares1.0K
Event2026-03-31
Filed2026-05-15
IGR
NewCBRE GLOBAL REAL ESTATE INCOME FUND
Shares573
Event2026-03-31
Filed2026-05-15
SCD
NewLMP CAP &INCOME FD INC COM
Shares168
Event2026-03-31
Filed2026-05-15
BWG
NewBRANDYWINEGBL GBL INCM OPP FD COM
Shares323
Event2026-03-31
Filed2026-05-15
EHI
NewWESTERN ASSET GBL HIGH INC FD COM
Shares406
Event2026-03-31
Filed2026-05-15
WABC
0.00%WESTAMERICA BANCORP
Shares45
Event2026-03-31
Filed2026-05-15
BKR
0.00%BAKER HUGHES COMPANY CL A
Shares38
Event2026-03-31
Filed2026-05-15
NAKA
NewNAKAMOTO INC. COMMON STOCK
Shares10.5K
Event2026-03-31
Filed2026-05-15
KMI
0.00%KINDER MORGAN INC COM USD0.01
Shares69
Event2026-03-31
Filed2026-05-15
CHY
NewCALAMOS CONVERTIBLE AND HIGH INCOME FUND
Shares209
Event2026-03-31
Filed2026-05-15
CVX
0.00%CHEVRON CORP NEW COM
Shares11
Event2026-03-31
Filed2026-05-15
VLO
0.00%VALERO ENERGY CORP COM
Shares9
Event2026-03-31
Filed2026-05-15
SO
0.00%SOUTHERN CO
Shares23
Event2026-03-31
Filed2026-05-15
PG
0.00%PROCTER AND GAMBLE CO COM
Shares15
Event2026-03-31
Filed2026-05-15
AEP
0.00%AMERICAN ELEC PWR CO INC COM
Shares16
Event2026-03-31
Filed2026-05-15
DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0
0.00%DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0
Shares16
Event2026-03-31
Filed2026-05-15
BIT
NewBLACKROCK MULTI SECTOR INC TR COM
Shares150
Event2026-03-31
Filed2026-05-15
TRP
NewTC ENERGY CORPORATION COM NPV ISIN #CA87807B1076 SEDOL #BJMY6G0
Shares30
Event2026-03-31
Filed2026-05-15
PNW
0.00%PINNACLE WEST CAPITAL CORP COM NPV
Shares18
Event2026-03-31
Filed2026-05-15
RARE
0.00%ULTRAGENYX PHARMACEUTICAL INC
Shares86
Event2026-03-31
Filed2026-05-15
DFP
NewFLAHERTY &CRUMRINE DYNAMIC PF SHS
Shares87
Event2026-03-31
Filed2026-05-15
LEN
0.00%LENNAR CORP COM USD0.10 CLASS A
Shares20
Event2026-03-31
Filed2026-05-15
LHX
0.00%L3HARRIS TECHNOLOGIES INC COM
Shares5
Event2026-03-31
Filed2026-05-15
VIRTUIX HOLDINGS INC. COM CL A
NewVIRTUIX HOLDINGS INC. COM CL A
Shares250
Event2026-03-31
Filed2026-05-15
BNDS
NewSERIES PORTFOLIOS TRUST INFRASTRUCTURE CAPITAL BOND INCOME ETF
Shares33
Event2026-03-31
Filed2026-05-15
VTRS
NewVIATRIS INC COM
Shares121
Event2026-03-31
Filed2026-05-15
WM
0.00%WASTE MANAGEMENT INC
Shares7
Event2026-03-31
Filed2026-05-15
SHW
0.00%SHERWIN-WILLIAMS CO
Shares5
Event2026-03-31
Filed2026-05-15
FSCO
NewFS CREDIT OPPORTUNITIES CORP COMMON STOCK
Shares309
Event2026-03-31
Filed2026-05-15
CION
NewCION INVT CORP COM
Shares226
Event2026-03-31
Filed2026-05-15
CHTR
0.00%CHARTER COMMUNICATIONS INC NEW CL A
Shares7
Event2026-03-31
Filed2026-05-15
HYI
NewWESTERN ASSET HIGH YIELD OPPORTUNITY FUND INC. COMMON STOCK
Shares141
Event2026-03-31
Filed2026-05-15
WTRG
0.00%ESSENTIAL UTILS INC COM
Shares37
Event2026-03-31
Filed2026-05-15
PPL
0.00%PPL CORP COM USD0.01
Shares39
Event2026-03-31
Filed2026-05-15
VNT
0.00%VONTIER CORPORATION COM
Shares42
Event2026-03-31
Filed2026-05-15
SCI
0.00%SERVICE CORPORATION INTERNATIONAL COM USD1.00
Shares18
Event2026-03-31
Filed2026-05-15
RAL
0.00%RALLIANT CORP COM
Shares35
Event2026-03-31
Filed2026-05-15
EVRG
0.00%EVERGY INC COM
Shares17
Event2026-03-31
Filed2026-05-15
RACE
0.00%FERRARI N V EUR0.01 NEW
Shares4
Event2026-03-31
Filed2026-05-15
MAS
0.00%MASCO CORP COM USD1.00
Shares22
Event2026-03-31
Filed2026-05-15
OC
0.00%OWENS CORNING COM USD0.01
Shares12
Event2026-03-31
Filed2026-05-15
DOCU
-44.68%DOCUSIGN INC COM
Shares26
Event2026-03-31
Filed2026-05-15
VIAV
NewVIAVI SOLUTIONS INC COM ISIN #US9255501051 SEDOL #BYSQHH3
Shares37
Event2026-03-31
Filed2026-05-15
OGN
NewORGANON &CO COMMON STOCK
Shares200
Event2026-03-31
Filed2026-05-15
APD
0.00%AIR PRODUCTS AND CHEMICALS INC
Shares4
Event2026-03-31
Filed2026-05-15
GRAL
-96.47%GRAIL INC COM
Shares21
Event2026-03-31
Filed2026-05-15
ISD
NewPGIM HIGH YIELD BOND FUND INC COM
Shares80
Event2026-03-31
Filed2026-05-15
ZM
0.00%ZOOM COMMUNICATIONS INC CLASS A COMMON
Shares13
Event2026-03-31
Filed2026-05-15
DSU
NewBLACKROCK DEBT STRATEGIES FD I COM NEW
Shares107
Event2026-03-31
Filed2026-05-15
FDUS
NewFIDUS INVT CORP COM
Shares58
Event2026-03-31
Filed2026-05-15
IYRI
NewNEOS ETF TRUST REAL ESTATE HIGH
Shares21
Event2026-03-31
Filed2026-05-15
MSD
NewMORGAN STANLEY EMKT DBT FD INC COM
Shares125
Event2026-03-31
Filed2026-05-15
SSSS
NewSURO CAPITAL CORP COM NEW
Shares72
Event2026-03-31
Filed2026-05-15
ICMB
NewINVESTCORP CR MGMT BDC INC COM
Shares472
Event2026-03-31
Filed2026-05-15
RHI
0.00%ROBERT HALF INC COM USD0.001
Shares30
Event2026-03-31
Filed2026-05-15
TIDAL TRUST II NICHOLAS CRYPTO
NewTIDAL TRUST II NICHOLAS CRYPTO
Shares57
Event2026-03-31
Filed2026-05-15
BAC
0.00%BANK AMERICA CORP COM
Shares15
Event2026-03-31
Filed2026-05-15
AVAV
NewAEROVIRONMENT INC COM USD0.0001
Shares3
Event2026-03-31
Filed2026-05-15
PBDC
NewPUTNAM ETF TRUST BDC INCOME ETF
Shares19
Event2026-03-31
Filed2026-05-15
LINDE PLC COM EUR0.001
0.00%LINDE PLC COM EUR0.001
Shares1
Event2026-03-31
Filed2026-05-15
MARVELL TECHNOLOGY INC COM
NewMARVELL TECHNOLOGY INC COM
Shares5
Event2026-03-31
Filed2026-05-15
U
0.00%UNITY SOFTWARE INC COM
Shares22
Event2026-03-31
Filed2026-05-15
LOW
0.00%LOWES COMPANIES INC COM USD0.50
Shares2
Event2026-03-31
Filed2026-05-15
LDOS
NewLEIDOS HOLDINGS INC COM
Shares3
Event2026-03-31
Filed2026-05-15
VRTX
0.00%VERTEX PHARMACEUTICALS INC
Shares1
Event2026-03-31
Filed2026-05-15
EARN
NewELLINGTON CREDIT COMPANY COM SHS BEN INT
Shares95
Event2026-03-31
Filed2026-05-15
COP
0.00%CONOCOPHILLIPS COM
Shares3
Event2026-03-31
Filed2026-05-15
SUPER MICRO COMPUTER INC COM NEW
NewSUPER MICRO COMPUTER INC COM NEW
Shares15
Event2026-03-31
Filed2026-05-15
NLOP
0.00%NET LEASE OFFICE PROPERTIES COM
Shares29
Event2026-03-31
Filed2026-05-15
SOLSTICE ADVANCED MATLS INC COM SHS
0.00%SOLSTICE ADVANCED MATLS INC COM SHS
Shares4
Event2026-03-31
Filed2026-05-15
ARM
NewARM HOLDINGS PLC SPON ADS EACH REP 1 ORD SHS
Shares2
Event2026-03-31
Filed2026-05-15
GPMT
NewGRANITE PT MTG TR INC COM STK
Shares201
Event2026-03-31
Filed2026-05-15
KTOS
NewKRATOS DEFENSE AND SECURITY SOLUTIONS INC
Shares4
Event2026-03-31
Filed2026-05-15
MRP
0.00%MILLROSE PPTYS INC COM CL A
Shares10
Event2026-03-31
Filed2026-05-15
QCOM
0.00%QUALCOMM INC
Shares2
Event2026-03-31
Filed2026-05-15
FTNT
0.00%FORTINET INC COM USD0.001
Shares3
Event2026-03-31
Filed2026-05-15
UNP
0.00%UNION PAC CORP COM
Shares1
Event2026-03-31
Filed2026-05-15
TMUS
0.00%T-MOBILE US INC COM
Shares1
Event2026-03-31
Filed2026-05-15
RICK
NewRCI HOSPITALITY HOLDINGS INC
Shares7
Event2026-03-31
Filed2026-05-15
VERSANT MEDIA GROUP INC COM CL A
NewVERSANT MEDIA GROUP INC COM CL A
Shares4
Event2026-03-31
Filed2026-05-15
BTCI
NewNEOS ETF TRUST BITCOIN HIGH INCOME ETF
Shares4
Event2026-03-31
Filed2026-05-15
TECL
NewDIREXION SHARES ETF TRUST DAILY TECHNOLOGY BULL 3X ETF
SharesN/A
Event2026-03-31
Filed2026-05-15
Call Option Holdings
CALL (PSKY) PARAMOUNT SKYDANCE JAN 15 27 $12 (100 SHS) Call CallCALL (PSKY) PARAMOUNT SKYDANCE JAN 15 27 $12 (100 SHS)77 shares0.00%2026-03-312026-05-15
CALL (CSCO) CISCO SYSTEMS INC JUN 18 26 $80 (100 SHS) Call CallCALL (CSCO) CISCO SYSTEMS INC JUN 18 26 $80 (100 SHS)20 sharesnew addition2026-03-312026-05-15
CALL (CORN) TEUCRIUM COMMODITY AUG 21 26 $22 (100 SHS) Call CallCALL (CORN) TEUCRIUM COMMODITY AUG 21 26 $22 (100 SHS)100 sharesnew addition2026-03-312026-05-15
CALL (RIVN) RIVIAN AUTOMOTIVE DEC 18 26 $20 (100 SHS) Call CallCALL (RIVN) RIVIAN AUTOMOTIVE DEC 18 26 $20 (100 SHS)25 shares0.00%2026-03-312026-05-15
CALL (GOOG) ALPHABET INC CAP STK APR 02 26 $277.5 (100 SHS) Call CallCALL (GOOG) ALPHABET INC CAP STK APR 02 26 $277.5 (100 SHS)3 sharesnew addition2026-03-312026-05-15
CALL (PSKY) PARAMOUNT SKYDANCE JAN 21 28 $37 (100 SHS) Call CallCALL (PSKY) PARAMOUNT SKYDANCE JAN 21 28 $37 (100 SHS)10 shares0.00%2026-03-312026-05-15
CALL (PSKY) PARAMOUNT SKYDANCE JAN 15 27 $12 (100 SHS) Call
0.00%CALL (PSKY) PARAMOUNT SKYDANCE JAN 15 27 $12 (100 SHS)
Shares77
Event2026-03-31
Filed2026-05-15
CALL (CSCO) CISCO SYSTEMS INC JUN 18 26 $80 (100 SHS) Call
NewCALL (CSCO) CISCO SYSTEMS INC JUN 18 26 $80 (100 SHS)
Shares20
Event2026-03-31
Filed2026-05-15
CALL (CORN) TEUCRIUM COMMODITY AUG 21 26 $22 (100 SHS) Call
NewCALL (CORN) TEUCRIUM COMMODITY AUG 21 26 $22 (100 SHS)
Shares100
Event2026-03-31
Filed2026-05-15
CALL (RIVN) RIVIAN AUTOMOTIVE DEC 18 26 $20 (100 SHS) Call
0.00%CALL (RIVN) RIVIAN AUTOMOTIVE DEC 18 26 $20 (100 SHS)
Shares25
Event2026-03-31
Filed2026-05-15
CALL (GOOG) ALPHABET INC CAP STK APR 02 26 $277.5 (100 SHS) Call
NewCALL (GOOG) ALPHABET INC CAP STK APR 02 26 $277.5 (100 SHS)
Shares3
Event2026-03-31
Filed2026-05-15
CALL (PSKY) PARAMOUNT SKYDANCE JAN 21 28 $37 (100 SHS) Call
0.00%CALL (PSKY) PARAMOUNT SKYDANCE JAN 21 28 $37 (100 SHS)
Shares10
Event2026-03-31
Filed2026-05-15
Put Option Holdings
No put option holdings data available
No put option holdings data available