The Analysis of &PARTNERS's Holdings & P&L


Currently, &PARTNERS holds 2395 types of securities in its portfolio with a total value $20.2B. In the most recent quarter, they have increased their positions in IEMG (+1.1M shares, valued at $74.7M), IJH (+784.1K shares, valued at $53.0M), IVV (+76.3K shares, valued at $49.9M); decreased their positions in TDIV (-166.1K shares, valued at $15.6M), IWD (-49.1K shares, valued at $10.6M), N/A (-51.0K shares, valued at $9.8M); initiated new positions in FTXR (+367.5K shares, valued at $14.0M), N/A (+70.4K shares, valued at $13.9M), IDEF (+176.0K shares, valued at $5.8M).


1M P&L
+486.7M+2.69%
3M P&L
-649.8M-3.38%
HY P&L
+368.8M+2.03%

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/A8.0B
46.2%
2Software - Infrastructure882.2M
5.1%
3Semiconductors730.7M
4.2%

Top Industries by Stock Count

1N/A917 stocks
43.5%
2Banks - Regional69 stocks
3.3%
3Asset Management52 stocks
2.5%
Stock Holdings
AAPL
APPLE INC
4.88%
Shares2.8M
Event2026-03-31
Filed2026-05-15
IVV
ISHARES TR
9.85%
Shares851.1K
Event2026-03-31
Filed2026-05-15
IJH
ISHARES TR
11.21%
Shares7.8M
Event2026-03-31
Filed2026-05-15
MSFT
MICROSOFT CORP
6.49%
Shares1.4M
Event2026-03-31
Filed2026-05-15
NVDA
NVIDIA CORPORATION
6.71%
Shares2.6M
Event2026-03-31
Filed2026-05-15
AGG
ISHARES TR
13.73%
Shares3.9M
Event2026-03-31
Filed2026-05-15
DFAI
DIMENSIONAL ETF TRUST
8.87%
Shares9.1M
Event2026-03-31
Filed2026-05-15
IEFA
ISHARES TR
5.39%
Shares3.3M
Event2026-03-31
Filed2026-05-15
BROADCOM INC
BROADCOM INC
2.60%
Shares883.6K
Event2026-03-31
Filed2026-05-15
JPM
JPMORGAN CHASE & CO
2.48%
Shares936.6K
Event2026-03-31
Filed2026-05-15
AMZN
AMAZON COM INC
10.58%
Shares1.3M
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
6.02%
Shares908.5K
Event2026-03-31
Filed2026-05-15
SPY
STATE STR SPDR S&P 500 ETF T
10.72%
Shares308.3K
Event2026-03-31
Filed2026-05-15
BNDX
VANGUARD CHARLOTTE FDS
16.10%
Shares4.0M
Event2026-03-31
Filed2026-05-15
JNJ
JOHNSON & JOHNSON
-0.39%
Shares760.7K
Event2026-03-31
Filed2026-05-15
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-0.10%
Shares303.7K
Event2026-03-31
Filed2026-05-15
WMT
WALMART INC
0.84%
Shares1.4M
Event2026-03-31
Filed2026-05-15
META
META PLATFORMS INC
8.48%
Shares280.9K
Event2026-03-31
Filed2026-05-15
LLY
ELI LILLY & CO
6.92%
Shares171.7K
Event2026-03-31
Filed2026-05-15
VUG
VANGUARD INDEX FDS
6.80%
Shares321.1K
Event2026-03-31
Filed2026-05-15
IEMG
ISHARES INC
116.99%
Shares2.0M
Event2026-03-31
Filed2026-05-15
QUAL
ISHARES TR
9.20%
Shares665.7K
Event2026-03-31
Filed2026-05-15
VIG
VANGUARD SPECIALIZED FUNDS
-0.80%
Shares570.8K
Event2026-03-31
Filed2026-05-15
XOM
EXXON MOBIL CORP
-0.55%
Shares715.0K
Event2026-03-31
Filed2026-05-15
V
VISA INC
7.95%
Shares401.1K
Event2026-03-31
Filed2026-05-15
COST
COSTCO WHOLESALE CORPORATION
3.96%
Shares117.5K
Event2026-03-31
Filed2026-05-15
CGDV
CAPITAL GROUP DIVIDEND VALUE
11.27%
Shares2.6M
Event2026-03-31
Filed2026-05-15
CGCP
CAPITAL GRP FIXED INCM ETF T
14.05%
Shares4.9M
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
-0.61%
Shares382.7K
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
4.40%
Shares216.4K
Event2026-03-31
Filed2026-05-15
CVX
CHEVRON CORPORATION
0.50%
Shares523.1K
Event2026-03-31
Filed2026-05-15
BSV
VANGUARD BD INDEX FDS
12.64%
Shares1.3M
Event2026-03-31
Filed2026-05-15
IJR
ISHARES TR
0.76%
Shares813.9K
Event2026-03-31
Filed2026-05-15
PG
PROCTER & GAMBLE CO
31.06%
Shares686.8K
Event2026-03-31
Filed2026-05-15
AMGN
AMGEN INC
0.17%
Shares280.0K
Event2026-03-31
Filed2026-05-15
VTV
VANGUARD INDEX FDS
7.14%
Shares499.4K
Event2026-03-31
Filed2026-05-15
MCD
MCDONALDS CORP
3.12%
Shares310.5K
Event2026-03-31
Filed2026-05-15
GS
GOLDMAN SACHS GROUP INC
2.06%
Shares108.5K
Event2026-03-31
Filed2026-05-15
TSLA
TESLA INC
11.57%
Shares245.3K
Event2026-03-31
Filed2026-05-15
CGGR
CAPITAL GROUP GROWTH ETF
8.10%
Shares2.2M
Event2026-03-31
Filed2026-05-15
HD
HOME DEPOT INC
8.38%
Shares263.2K
Event2026-03-31
Filed2026-05-15
ABBV
ABBVIE INC
3.78%
Shares396.9K
Event2026-03-31
Filed2026-05-15
CSCO
CISCO SYS INC
2.53%
Shares1.1M
Event2026-03-31
Filed2026-05-15
VEA
VANGUARD TAX-MANAGED FDS
11.81%
Shares1.3M
Event2026-03-31
Filed2026-05-15
VTI
VANGUARD INDEX FDS
6.09%
Shares258.5K
Event2026-03-31
Filed2026-05-15
BLACKROCK INC
BLACKROCK INC
1.34%
Shares83.9K
Event2026-03-31
Filed2026-05-15
VZ
VERIZON COMMUNICATIONS INC
11.74%
Shares1.7M
Event2026-03-31
Filed2026-05-15
NEE
NEXTERA ENERGY INC
1.91%
Shares848.0K
Event2026-03-31
Filed2026-05-15
VO
VANGUARD INDEX FDS
6.55%
Shares270.3K
Event2026-03-31
Filed2026-05-15
CAT
CATERPILLAR INC
8.91%
Shares108.2K
Event2026-03-31
Filed2026-05-15
EVIM
MORGAN STANLEY ETF TRUST
14.17%
Shares1.5M
Event2026-03-31
Filed2026-05-15
INVESCO QQQ TR
INVESCO QQQ TR
-2.16%
Shares131.2K
Event2026-03-31
Filed2026-05-15
PNC
PNC FINL SVCS GROUP INC
11.21%
Shares354.2K
Event2026-03-31
Filed2026-05-15
MU
MICRON TECHNOLOGY INC
7.56%
Shares193.3K
Event2026-03-31
Filed2026-05-15
AVLV
AMERICAN CENTY ETF TR
5.83%
Shares891.5K
Event2026-03-31
Filed2026-05-15
PEP
PEPSICO INC
3.01%
Shares450.7K
Event2026-03-31
Filed2026-05-15
PLTR
PALANTIR TECHNOLOGIES INC
2.07%
Shares464.7K
Event2026-03-31
Filed2026-05-15
AVDE
AMERICAN CENTY ETF TR
42.04%
Shares794.0K
Event2026-03-31
Filed2026-05-15
LOW
LOWES COS INC
-4.33%
Shares279.2K
Event2026-03-31
Filed2026-05-15
CGGO
CAPITAL GROUP GBL GROWTH EQT
22.32%
Shares1.9M
Event2026-03-31
Filed2026-05-15
AFL
AFLAC INC
0.88%
Shares590.6K
Event2026-03-31
Filed2026-05-15
ADI
ANALOG DEVICES INC
-5.63%
Shares200.6K
Event2026-03-31
Filed2026-05-15
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
1.31%
Shares184.7K
Event2026-03-31
Filed2026-05-15
CEG
CONSTELLATION ENERGY CORP
15.61%
Shares225.6K
Event2026-03-31
Filed2026-05-15
TJX
TJX COS INC NEW
11.80%
Shares390.3K
Event2026-03-31
Filed2026-05-15
GLD
SPDR GOLD TR
5.45%
Shares143.5K
Event2026-03-31
Filed2026-05-15
EOG
EOG RES INC
13.98%
Shares426.8K
Event2026-03-31
Filed2026-05-15
MERCK & CO INC
MERCK & CO INC
0.53%
Shares506.6K
Event2026-03-31
Filed2026-05-15
CB
CHUBB LTD SWITZ
-1.69%
Shares185.2K
Event2026-03-31
Filed2026-05-15
IBM
INTERNATIONAL BUSINESS MACHS
13.70%
Shares246.7K
Event2026-03-31
Filed2026-05-15
JAAA
JANUS DETROIT STR TR
4.15%
Shares1.2M
Event2026-03-31
Filed2026-05-15
ADP
AUTOMATIC DATA PROCESSING IN
2.92%
Shares292.6K
Event2026-03-31
Filed2026-05-15
ABT
ABBOTT LABORATORIES
-0.95%
Shares576.1K
Event2026-03-31
Filed2026-05-15
EATON CORP PLC
EATON CORP PLC
12.07%
Shares164.8K
Event2026-03-31
Filed2026-05-15
XLK
SELECT SECTOR SPDR TR
8.38%
Shares440.9K
Event2026-03-31
Filed2026-05-15
AMAT
APPLIED MATLS INC
8.47%
Shares169.3K
Event2026-03-31
Filed2026-05-15
VWO
VANGUARD INTL EQUITY INDEX F
9.27%
Shares1.1M
Event2026-03-31
Filed2026-05-15
IUSB
ISHARES TR
-5.41%
Shares1.2M
Event2026-03-31
Filed2026-05-15
GILD
GILEAD SCIENCES INC
8.92%
Shares384.3K
Event2026-03-31
Filed2026-05-15
ITOT
ISHARES TR
1.82%
Shares366.0K
Event2026-03-31
Filed2026-05-15
WMB
WILLIAMS COS INC
11.97%
Shares691.8K
Event2026-03-31
Filed2026-05-15
VCIT
VANGUARD SCOTTSDALE FDS
2.19%
Shares600.5K
Event2026-03-31
Filed2026-05-15
RTX
RTX CORPORATION
4.60%
Shares257.6K
Event2026-03-31
Filed2026-05-15
IVW
ISHARES TR
1.09%
Shares436.5K
Event2026-03-31
Filed2026-05-15
CGUS
CAPITAL GROUP CORE EQUITY ET
8.57%
Shares1.3M
Event2026-03-31
Filed2026-05-15
LHX
L3HARRIS TECHNOLOGIES INC
-1.38%
Shares141.3K
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-16.83%
Shares252.2K
Event2026-03-31
Filed2026-05-15
COP
CONOCOPHILLIPS
10.11%
Shares363.7K
Event2026-03-31
Filed2026-05-15
LMT
LOCKHEED MARTIN CORP
-1.87%
Shares79.5K
Event2026-03-31
Filed2026-05-15
PSX
PHILLIPS 66
-6.52%
Shares263.2K
Event2026-03-31
Filed2026-05-15
ORCL
ORACLE CORP
19.53%
Shares323.6K
Event2026-03-31
Filed2026-05-15
LINDE PLC
LINDE PLC
-5.30%
Shares95.4K
Event2026-03-31
Filed2026-05-15
TSM
TAIWAN SEMICONDUCTOR MANUFAC
3.91%
Shares131.0K
Event2026-03-31
Filed2026-05-15
PANW
PALO ALTO NETWORKS INC
36.33%
Shares274.8K
Event2026-03-31
Filed2026-05-15
CGXU
CAPITAL GROUP INTL FOCUS EQT
4.07%
Shares1.4M
Event2026-03-31
Filed2026-05-15
GE AEROSPACE
GE AEROSPACE
2.23%
Shares149.7K
Event2026-03-31
Filed2026-05-15
VB
VANGUARD INDEX FDS
8.89%
Shares161.4K
Event2026-03-31
Filed2026-05-15
IVE
ISHARES TR
8.95%
Shares200.1K
Event2026-03-31
Filed2026-05-15
MA
MASTERCARD INCORPORATED
6.68%
Shares84.3K
Event2026-03-31
Filed2026-05-15
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-1.36%
Shares208.5K
Event2026-03-31
Filed2026-05-15
BIL
SPDR SERIES TRUST
-3.53%
Shares450.5K
Event2026-03-31
Filed2026-05-15
BND
VANGUARD BD INDEX FDS
-0.07%
Shares558.3K
Event2026-03-31
Filed2026-05-15
MEDTRONIC PLC
MEDTRONIC PLC
4.35%
Shares468.6K
Event2026-03-31
Filed2026-05-15
FTSM
FIRST TR EXCHANGE-TRADED FD
12.82%
Shares662.3K
Event2026-03-31
Filed2026-05-15
T
AT&T INC
8.97%
Shares1.4M
Event2026-03-31
Filed2026-05-15
EMR
EMERSON ELEC CO
-4.10%
Shares296.8K
Event2026-03-31
Filed2026-05-15
GRMN
GARMIN LTD
12.40%
Shares163.8K
Event2026-03-31
Filed2026-05-15
ITW
ILLINOIS TOOL WKS INC
-8.25%
Shares144.3K
Event2026-03-31
Filed2026-05-15
QCOM
QUALCOMM INC
3.54%
Shares290.5K
Event2026-03-31
Filed2026-05-15
JEPI
J P MORGAN EXCHANGE TRADED F
2.69%
Shares659.6K
Event2026-03-31
Filed2026-05-15
AEP
AMERICAN ELEC PWR CO INC
4.92%
Shares281.3K
Event2026-03-31
Filed2026-05-15
KO
COCA COLA CO
7.71%
Shares483.7K
Event2026-03-31
Filed2026-05-15
NFLX
NETFLIX INC.
7.04%
Shares381.5K
Event2026-03-31
Filed2026-05-15
BIV
VANGUARD BD INDEX FDS
10.57%
Shares457.5K
Event2026-03-31
Filed2026-05-15
BAC
BANK AMERICA CORP
8.21%
Shares710.3K
Event2026-03-31
Filed2026-05-15
PAYX
PAYCHEX INC
-4.52%
Shares371.4K
Event2026-03-31
Filed2026-05-15
DYNF
BLACKROCK ETF TRUST
2.11%
Shares581.8K
Event2026-03-31
Filed2026-05-15
VV
VANGUARD INDEX FDS
27.25%
Shares108.9K
Event2026-03-31
Filed2026-05-15
UNP
UNION PAC CORP
10.74%
Shares133.6K
Event2026-03-31
Filed2026-05-15
CRM
SALESFORCE INC
18.58%
Shares172.2K
Event2026-03-31
Filed2026-05-15
BSCU
INVESCO EXCH TRD SLF IDX FD
48.98%
Shares1.9M
Event2026-03-31
Filed2026-05-15
FIXD
FIRST TR EXCHNG TRADED FD VI
7.58%
Shares731.6K
Event2026-03-31
Filed2026-05-15
FTCB
FIRST TR EXCHANGE-TRADED FD
11.49%
Shares1.5M
Event2026-03-31
Filed2026-05-15
VGT
VANGUARD WORLD FD
4.13%
Shares44.6K
Event2026-03-31
Filed2026-05-15
APD
AIR PRODUCTS AND CHEMICALS I
14.38%
Shares107.1K
Event2026-03-31
Filed2026-05-15
PM
PHILIP MORRIS INTL INC
2.93%
Shares183.5K
Event2026-03-31
Filed2026-05-15
CME
CME GROUP INC
9.99%
Shares100.5K
Event2026-03-31
Filed2026-05-15
CGBL
CAPITAL GROUP CORE BALANCED
20.49%
Shares855.5K
Event2026-03-31
Filed2026-05-15
VT
VANGUARD INTL EQUITY INDEX F
19.24%
Shares212.3K
Event2026-03-31
Filed2026-05-15
VYM
VANGUARD WHITEHALL FDS
1.67%
Shares197.2K
Event2026-03-31
Filed2026-05-15
MMM
3M CO
-4.08%
Shares153.8K
Event2026-03-31
Filed2026-05-15
GWW
WW GRAINGER INC
-3.83%
Shares26.1K
Event2026-03-31
Filed2026-05-15
BA
BOEING CO
5.77%
Shares142.7K
Event2026-03-31
Filed2026-05-15
IWM
ISHARES TR
-0.14%
Shares112.8K
Event2026-03-31
Filed2026-05-15
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
7.19%
Shares215.7K
Event2026-03-31
Filed2026-05-15
OEF
ISHARES TR
-0.73%
Shares87.4K
Event2026-03-31
Filed2026-05-15
UNH
UNITEDHEALTH GROUP INC
-7.38%
Shares104.3K
Event2026-03-31
Filed2026-05-15
NOW
SERVICENOW INC
204.57%
Shares265.7K
Event2026-03-31
Filed2026-05-15
LAM RESEARCH CORP
LAM RESEARCH CORP
10.54%
Shares129.8K
Event2026-03-31
Filed2026-05-15
MCK
MCKESSON CORP
11.05%
Shares31.5K
Event2026-03-31
Filed2026-05-15
VCSH
VANGUARD SCOTTSDALE FDS
-1.48%
Shares342.5K
Event2026-03-31
Filed2026-05-15
DGRO
ISHARES TR
-1.90%
Shares383.8K
Event2026-03-31
Filed2026-05-15
EFA
ISHARES TR
2.55%
Shares275.5K
Event2026-03-31
Filed2026-05-15
AMT
AMERICAN TOWER CORP
10.37%
Shares153.7K
Event2026-03-31
Filed2026-05-15
VEU
VANGUARD INTL EQUITY INDEX F
6.30%
Shares347.8K
Event2026-03-31
Filed2026-05-15
ASML
ASML HLDG NV
3.46%
Shares19.8K
Event2026-03-31
Filed2026-05-15
VOE
VANGUARD INDEX FDS
12.39%
Shares141.4K
Event2026-03-31
Filed2026-05-15
AXP
AMERICAN EXPRESS CO
3.22%
Shares86.3K
Event2026-03-31
Filed2026-05-15
MS
MORGAN STANLEY
6.57%
Shares156.3K
Event2026-03-31
Filed2026-05-15
USFR
WISDOMTREE TR
15.73%
Shares502.5K
Event2026-03-31
Filed2026-05-15
NUE
NUCOR CORP
-0.53%
Shares149.3K
Event2026-03-31
Filed2026-05-15
IWF
ISHARES TR
3.91%
Shares58.3K
Event2026-03-31
Filed2026-05-15
DLR
DIGITAL RLTY TR INC
16.94%
Shares139.3K
Event2026-03-31
Filed2026-05-15
GSLC
GOLDMAN SACHS ETF TR
0.00%
Shares200.2K
Event2026-03-31
Filed2026-05-15
BSCV
INVESCO EXCH TRD SLF IDX FD
342.38%
Shares1.5M
Event2026-03-31
Filed2026-05-15
XLF
SELECT SECTOR SPDR TR
21.02%
Shares503.0K
Event2026-03-31
Filed2026-05-15
USHY
ISHARES TR
3.99%
Shares674.5K
Event2026-03-31
Filed2026-05-15
GEV
GE VERNOVA INC
16.31%
Shares28.1K
Event2026-03-31
Filed2026-05-15
SBUX
STARBUCKS CORP
-18.08%
Shares274.0K
Event2026-03-31
Filed2026-05-15
AMD
ADVANCED MICRO DEVICES INC
7.79%
Shares120.0K
Event2026-03-31
Filed2026-05-15
VONG
VANGUARD SCOTTSDALE FDS
6.40%
Shares218.6K
Event2026-03-31
Filed2026-05-15
CRWD
CROWDSTRIKE HLDGS INC
-3.80%
Shares61.4K
Event2026-03-31
Filed2026-05-15
DGX
QUEST DIAGNOSTICS INC
9.97%
Shares122.2K
Event2026-03-31
Filed2026-05-15
JPST
J P MORGAN EXCHANGE TRADED F
42.59%
Shares473.1K
Event2026-03-31
Filed2026-05-15
TDIV
FIRST TR EXCHANGE TRADED FD
-39.95%
Shares249.7K
Event2026-03-31
Filed2026-05-15
XLE
SELECT SECTOR SPDR TR
-1.97%
Shares379.2K
Event2026-03-31
Filed2026-05-15
CGDG
CAPITAL GROUP DIVIDEND GROWE
22.19%
Shares642.5K
Event2026-03-31
Filed2026-05-15
CGGE
CAPITAL GROUP GLOBAL EQUITY
17.05%
Shares754.0K
Event2026-03-31
Filed2026-05-15
VBR
VANGUARD INDEX FDS
14.47%
Shares105.5K
Event2026-03-31
Filed2026-05-15
EFV
ISHARES TR
3.69%
Shares306.7K
Event2026-03-31
Filed2026-05-15
RDVY
FIRST TR EXCHANGE TRADED FD
-0.91%
Shares331.8K
Event2026-03-31
Filed2026-05-15
MGK
VANGUARD WORLD FD
-14.15%
Shares60.6K
Event2026-03-31
Filed2026-05-15
FDL
FIRST TR EXCHANGE-TRADED FD
19.45%
Shares437.7K
Event2026-03-31
Filed2026-05-15
NVS
NOVARTIS AG
7.17%
Shares142.8K
Event2026-03-31
Filed2026-05-15
DVY
ISHARES TR
-1.17%
Shares142.8K
Event2026-03-31
Filed2026-05-15
PH
PARKER-HANNIFIN CORP
4.88%
Shares24.1K
Event2026-03-31
Filed2026-05-15
CITIGROUP INC
CITIGROUP INC
-6.07%
Shares188.3K
Event2026-03-31
Filed2026-05-15
WM
WASTE MGMT INC DEL
10.05%
Shares92.6K
Event2026-03-31
Filed2026-05-15
PLD
PROLOGIS INC.
-0.16%
Shares161.2K
Event2026-03-31
Filed2026-05-15
KLAC
KLA CORP
6.64%
Shares14.4K
Event2026-03-31
Filed2026-05-15
KMI
KINDER MORGAN INC DEL
-6.16%
Shares631.7K
Event2026-03-31
Filed2026-05-15
REGL
PROSHARES TR
-7.85%
Shares243.8K
Event2026-03-31
Filed2026-05-15
BLACKSTONE INC
BLACKSTONE INC
68.66%
Shares182.7K
Event2026-03-31
Filed2026-05-15
SPGI
S&P GLOBAL INC
-14.83%
Shares48.9K
Event2026-03-31
Filed2026-05-15
PULS
PGIM ETF TR
19.87%
Shares412.0K
Event2026-03-31
Filed2026-05-15
FTGC
FIRST TR EXCHANGE TRAD FD VI
2.63%
Shares717.3K
Event2026-03-31
Filed2026-05-15
SNA
SNAP ON INC
13.78%
Shares56.6K
Event2026-03-31
Filed2026-05-15
IWD
ISHARES TR
-33.95%
Shares95.5K
Event2026-03-31
Filed2026-05-15
PFE
PFIZER INC
8.45%
Shares730.5K
Event2026-03-31
Filed2026-05-15
GLDM
WORLD GOLD TR
-1.68%
Shares218.5K
Event2026-03-31
Filed2026-05-15
AVUV
AMERICAN CENTY ETF TR
26.25%
Shares180.2K
Event2026-03-31
Filed2026-05-15
IDV
ISHARES TR
78.95%
Shares468.5K
Event2026-03-31
Filed2026-05-15
DE
DEERE & CO
4.86%
Shares35.2K
Event2026-03-31
Filed2026-05-15
LMBS
FIRST TR EXCHANGE-TRADED FD
-1.42%
Shares397.7K
Event2026-03-31
Filed2026-05-15
TFC
TRUIST FINL CORP
23.53%
Shares429.0K
Event2026-03-31
Filed2026-05-15
MO
ALTRIA GROUP INC
22.33%
Shares296.0K
Event2026-03-31
Filed2026-05-15
HON
HONEYWELL INTL INC
6.38%
Shares87.7K
Event2026-03-31
Filed2026-05-15
MKC
MCCORMICK & CO INC
23.44%
Shares387.2K
Event2026-03-31
Filed2026-05-15
HYLS
FIRST TR EXCHANGE-TRADED FD
11.70%
Shares474.3K
Event2026-03-31
Filed2026-05-15
BK
BANK NEW YORK MELLON CORP
2.53%
Shares162.3K
Event2026-03-31
Filed2026-05-15
CGCB
CAPITAL GRP FIXED INCM ETF T
15.60%
Shares730.0K
Event2026-03-31
Filed2026-05-15
VOT
VANGUARD INDEX FDS
13.44%
Shares73.0K
Event2026-03-31
Filed2026-05-15
ET
ENERGY TRANSFER L P
2.98%
Shares971.3K
Event2026-03-31
Filed2026-05-15
USMV
ISHARES TR
-3.78%
Shares203.7K
Event2026-03-31
Filed2026-05-15
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
-6.83%
Shares157.9K
Event2026-03-31
Filed2026-05-15
SYK
STRYKER CORPORATION
14.62%
Shares55.5K
Event2026-03-31
Filed2026-05-15
ARISTA NETWORKS INC
ARISTA NETWORKS INC
23.76%
Shares147.2K
Event2026-03-31
Filed2026-05-15
IWR
ISHARES TR
-11.87%
Shares184.4K
Event2026-03-31
Filed2026-05-15
EPD
ENTERPRISE PRODS PARTNERS L
-0.23%
Shares475.7K
Event2026-03-31
Filed2026-05-15
APUE
TRUST FOR PROFESSIONAL MANAG
12.01%
Shares448.7K
Event2026-03-31
Filed2026-05-15
ISHARES GOLD TR
ISHARES GOLD TR
-1.31%
Shares203.8K
Event2026-03-31
Filed2026-05-15
JSMD
JANUS DETROIT STR TR
32.53%
Shares224.8K
Event2026-03-31
Filed2026-05-15
SO
SOUTHERN CO
4.01%
Shares184.5K
Event2026-03-31
Filed2026-05-15
COWZ
PACER FDS TR
-26.41%
Shares284.9K
Event2026-03-31
Filed2026-05-15
TIDAL TRUST III
TIDAL TRUST III
164.01%
Shares698.2K
Event2026-03-31
Filed2026-05-15
FEGE
RBB FUND TRUST
4.17%
Shares372.3K
Event2026-03-31
Filed2026-05-15
TXN
TEXAS INSTRS INC
6.91%
Shares92.1K
Event2026-03-31
Filed2026-05-15
DIS
DISNEY WALT CO
8.85%
Shares178.9K
Event2026-03-31
Filed2026-05-15
SDVY
FIRST TR EXCHANGE TRADED FD
-4.12%
Shares434.6K
Event2026-03-31
Filed2026-05-15
EMEQ
NOMURA ETF TR
19.30%
Shares377.5K
Event2026-03-31
Filed2026-05-15
NEM
NEWMONT CORP
-3.24%
Shares100.6K
Event2026-03-31
Filed2026-05-15
BSCS
INVESCO EXCH TRD SLF IDX FD
1.24%
Shares826.5K
Event2026-03-31
Filed2026-05-15
MPC
MARATHON PETE CORP
11.48%
Shares69.4K
Event2026-03-31
Filed2026-05-15
FNDF
SCHWAB STRATEGIC TR
50.16%
Shares343.1K
Event2026-03-31
Filed2026-05-15
GLW
CORNING INC
12.82%
Shares123.1K
Event2026-03-31
Filed2026-05-15
SRE
SEMPRA
15.08%
Shares171.7K
Event2026-03-31
Filed2026-05-15
ACGL
ARCH CAP GROUP LTD
22.86%
Shares172.3K
Event2026-03-31
Filed2026-05-15
SMH
VANECK ETF TRUST
0.39%
Shares43.0K
Event2026-03-31
Filed2026-05-15
NOBL
PROSHARES TR
0.83%
Shares155.3K
Event2026-03-31
Filed2026-05-15
MISL
FIRST TR EXCHANGE-TRADED FD
35.20%
Shares366.4K
Event2026-03-31
Filed2026-05-15
DIA
STATE STR SPDR DOW JONES IND
2.62%
Shares35.3K
Event2026-03-31
Filed2026-05-15
JEPQ
J P MORGAN EXCHANGE TRADED F
11.80%
Shares293.9K
Event2026-03-31
Filed2026-05-15
SCHW
SCHWAB CHARLES CORP
1.29%
Shares173.3K
Event2026-03-31
Filed2026-05-15
SCHD
SCHWAB STRATEGIC TR
10.55%
Shares528.2K
Event2026-03-31
Filed2026-05-15
CIBR
FIRST TR EXCHANGE-TRADED FD
-20.26%
Shares257.1K
Event2026-03-31
Filed2026-05-15
IDEV
ISHARES TR
2.70%
Shares192.7K
Event2026-03-31
Filed2026-05-15
GBIL
GOLDMAN SACHS ETF TR
42.56%
Shares162.3K
Event2026-03-31
Filed2026-05-15
MDLZ
MONDELEZ INTL INC
22.89%
Shares275.7K
Event2026-03-31
Filed2026-05-15
EFG
ISHARES TR
26.75%
Shares141.7K
Event2026-03-31
Filed2026-05-15
ENB
ENBRIDGE INC
-4.88%
Shares305.4K
Event2026-03-31
Filed2026-05-15
FBT
FIRST TR EXCHANGE-TRADED FD
1119.49%
Shares78.4K
Event2026-03-31
Filed2026-05-15
MMC
MARSH & MCLENNAN COS INC
14.38%
Shares90.2K
Event2026-03-31
Filed2026-05-15
BINC
BLACKROCK ETF TRUST II
-0.34%
Shares301.2K
Event2026-03-31
Filed2026-05-15
AVEM
AMERICAN CENTY ETF TR
49.15%
Shares192.4K
Event2026-03-31
Filed2026-05-15
CGMS
CAPITAL GRP FIXED INCM ETF T
17.97%
Shares566.1K
Event2026-03-31
Filed2026-05-15
WFC
WELLS FARGO & CO
14.56%
Shares192.6K
Event2026-03-31
Filed2026-05-15
TLT
ISHARES TR
-3.90%
Shares176.7K
Event2026-03-31
Filed2026-05-15
SPDW
SPDR INDEX SHS FDS
33.34%
Shares334.8K
Event2026-03-31
Filed2026-05-15
SGOV
ISHARES TR
83.78%
Shares136.4K
Event2026-03-31
Filed2026-05-15
PFF
ISHARES TR
4.73%
Shares492.0K
Event2026-03-31
Filed2026-05-15
CTA
SIMPLIFY EXCHANGE TRADED FUN
3.33%
Shares488.6K
Event2026-03-31
Filed2026-05-15
XLC
SELECT SECTOR SPDR TR
-31.62%
Shares133.2K
Event2026-03-31
Filed2026-05-15
SCHB
SCHWAB STRATEGIC TR
2.17%
Shares585.7K
Event2026-03-31
Filed2026-05-15
TGT
TARGET CORP
-4.74%
Shares121.2K
Event2026-03-31
Filed2026-05-15
XLU
SELECT SECTOR SPDR TR
21.07%
Shares319.9K
Event2026-03-31
Filed2026-05-15
FXN
FIRST TR EXCHANGE-TRADED FD
3541.92%
Shares649.0K
Event2026-03-31
Filed2026-05-15
ISRG
INTUITIVE SURGICAL INC
6.06%
Shares31.5K
Event2026-03-31
Filed2026-05-15
IEI
ISHARES TR
-3.40%
Shares120.6K
Event2026-03-31
Filed2026-05-15
SHW
SHERWIN WILLIAMS CO
2.71%
Shares45.7K
Event2026-03-31
Filed2026-05-15
MBB
ISHARES TR
-11.06%
Shares150.0K
Event2026-03-31
Filed2026-05-15
NSC
NORFOLK SOUTHN CORP
1.61%
Shares49.0K
Event2026-03-31
Filed2026-05-15
FTXR
FIRST TR EXCHANGE TRADED FD
New
Shares367.5K
Event2026-03-31
Filed2026-05-15
BSCW
INVESCO EXCH TRD SLF IDX FD
31.26%
Shares675.7K
Event2026-03-31
Filed2026-05-15
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares70.4K
Event2026-03-31
Filed2026-05-15
IYW
ISHARES TR
-15.21%
Shares77.0K
Event2026-03-31
Filed2026-05-15
FNY
FIRST TR EXCHANGE-TRADED ALP
-2.79%
Shares151.5K
Event2026-03-31
Filed2026-05-15
SPYM
SPDR SERIES TRUST
71.58%
Shares178.4K
Event2026-03-31
Filed2026-05-15
FTXL
FIRST TR EXCHANGE TRADED FD
7.41%
Shares92.4K
Event2026-03-31
Filed2026-05-15
FBCG
FIDELITY COVINGTON TRUST
-2.65%
Shares270.1K
Event2026-03-31
Filed2026-05-15
UBER
UBER TECHNOLOGIES INC
0.61%
Shares187.7K
Event2026-03-31
Filed2026-05-15
VTEB
VANGUARD MUN BD FDS
3.62%
Shares269.4K
Event2026-03-31
Filed2026-05-15
TMO
THERMO FISHER SCIENTIFIC INC
8.61%
Shares26.9K
Event2026-03-31
Filed2026-05-15
FPE
FIRST TR EXCH TRADED FD III
11.37%
Shares744.8K
Event2026-03-31
Filed2026-05-15
BLV
VANGUARD BD INDEX FDS
13.71%
Shares191.2K
Event2026-03-31
Filed2026-05-15
MPLX
MPLX LP
6.26%
Shares230.5K
Event2026-03-31
Filed2026-05-15
ONON
ON HLDG AG
9.24%
Shares386.5K
Event2026-03-31
Filed2026-05-15
CGMM
CAPITAL GROUP EQUITY ETF TR
30.27%
Shares435.3K
Event2026-03-31
Filed2026-05-15
SDY
SPDR SERIES TRUST
-19.73%
Shares87.5K
Event2026-03-31
Filed2026-05-15
TOTALENERGIES SE
TOTALENERGIES SE
1.65%
Shares139.9K
Event2026-03-31
Filed2026-05-15
APH
AMPHENOL CORP
2.56%
Shares141.3K
Event2026-03-31
Filed2026-05-15
MUB
ISHARES TR
-6.07%
Shares117.7K
Event2026-03-31
Filed2026-05-15
TLH
ISHARES TR
22.87%
Shares123.6K
Event2026-03-31
Filed2026-05-15
MTUM
ISHARES TR
-0.20%
Shares51.3K
Event2026-03-31
Filed2026-05-15
AVB
AVALONBAY CMNTYS INC
18.85%
Shares75.3K
Event2026-03-31
Filed2026-05-15
EVSM
MORGAN STANLEY ETF TRUST
16.89%
Shares243.9K
Event2026-03-31
Filed2026-05-15
MOAT
VANECK ETF TRUST
8.28%
Shares126.8K
Event2026-03-31
Filed2026-05-15
JGRO
J P MORGAN EXCHANGE TRADED F
147.87%
Shares145.1K
Event2026-03-31
Filed2026-05-15
GOVT
ISHARES TR
216.58%
Shares531.7K
Event2026-03-31
Filed2026-05-15
FVD
FIRST TR EXCHANGE-TRADED FD
66.97%
Shares257.1K
Event2026-03-31
Filed2026-05-15
LNG
CHENIERE ENERGY INC
1.73%
Shares42.9K
Event2026-03-31
Filed2026-05-15
IWP
ISHARES TR
-0.58%
Shares93.6K
Event2026-03-31
Filed2026-05-15
TT
TRANE TECHNOLOGIES PLC
7.26%
Shares28.8K
Event2026-03-31
Filed2026-05-15
JBND
J P MORGAN EXCHANGE TRADED F
153.34%
Shares219.4K
Event2026-03-31
Filed2026-05-15
IWB
ISHARES TR
-31.37%
Shares32.8K
Event2026-03-31
Filed2026-05-15
XLV
SELECT SECTOR SPDR TR
4.74%
Shares77.7K
Event2026-03-31
Filed2026-05-15
NOC
NORTHROP GRUMMAN CORP
-5.65%
Shares16.7K
Event2026-03-31
Filed2026-05-15
VONV
VANGUARD SCOTTSDALE FDS
33.65%
Shares118.9K
Event2026-03-31
Filed2026-05-15
CVS
CVS HEALTH CORP
9.34%
Shares155.0K
Event2026-03-31
Filed2026-05-15
VRT
VERTIV HOLDINGS CO
-17.20%
Shares43.7K
Event2026-03-31
Filed2026-05-15
NKE
NIKE INC
-0.31%
Shares205.9K
Event2026-03-31
Filed2026-05-15
MSI
MOTOROLA SOLUTIONS INC
2.58%
Shares25.2K
Event2026-03-31
Filed2026-05-15
MDY
STATE STR SPDR S&P MIDCAP 40
1.85%
Shares17.7K
Event2026-03-31
Filed2026-05-15
FENI
FIDELITY COVINGTON TRUST
64.71%
Shares288.7K
Event2026-03-31
Filed2026-05-15
URI
UNITED RENTALS INC
13.47%
Shares14.7K
Event2026-03-31
Filed2026-05-15
UNILEVER PLC
UNILEVER PLC
14.34%
Shares185.9K
Event2026-03-31
Filed2026-05-15
TCHP
T ROWE PRICE ETF INC
1.54%
Shares240.5K
Event2026-03-31
Filed2026-05-15
XEL
XCEL ENERGY INC
-11.13%
Shares132.0K
Event2026-03-31
Filed2026-05-15
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
5.49%
Shares105.8K
Event2026-03-31
Filed2026-05-15
SHOP
SHOPIFY INC
1.08%
Shares88.2K
Event2026-03-31
Filed2026-05-15
VRTX
VERTEX PHARMACEUTICALS INC
5.64%
Shares23.4K
Event2026-03-31
Filed2026-05-15
JCI
JOHNSON CONTROLS INTERNATION
-0.82%
Shares79.5K
Event2026-03-31
Filed2026-05-15
UCON
FIRST TR EXCHNG TRADED FD VI
8.25%
Shares421.5K
Event2026-03-31
Filed2026-05-15
HELO
J P MORGAN EXCHANGE TRADED F
7.68%
Shares163.6K
Event2026-03-31
Filed2026-05-15
CL
COLGATE PALMOLIVE CO
-7.24%
Shares122.2K
Event2026-03-31
Filed2026-05-15
QQQM
INVESCO EXCH TRADED FD TR II
15.51%
Shares43.5K
Event2026-03-31
Filed2026-05-15
THRO
BLACKROCK ETF TRUST
44.61%
Shares283.5K
Event2026-03-31
Filed2026-05-15
OKE
ONEOK INC NEW
-10.93%
Shares113.5K
Event2026-03-31
Filed2026-05-15
IGM
ISHARES TR
-4.29%
Shares86.2K
Event2026-03-31
Filed2026-05-15
KR
KROGER CO
1.74%
Shares140.1K
Event2026-03-31
Filed2026-05-15
KNG
FIRST TR EXCHANGE-TRADED FD
-4.29%
Shares208.4K
Event2026-03-31
Filed2026-05-15
USB
US BANCORP
3.00%
Shares194.9K
Event2026-03-31
Filed2026-05-15
COF
CAPITAL ONE FINL CORP
-12.45%
Shares55.1K
Event2026-03-31
Filed2026-05-15
UPS
UNITED PARCEL SVCS INC
-1.10%
Shares101.4K
Event2026-03-31
Filed2026-05-15
CTVA
CORTEVA INC
0.76%
Shares119.5K
Event2026-03-31
Filed2026-05-15
SPYV
SPDR SERIES TRUST
1.95%
Shares175.7K
Event2026-03-31
Filed2026-05-15
CMCSA
COMCAST CORP NEW
-8.38%
Shares345.1K
Event2026-03-31
Filed2026-05-15
DELL
DELL TECHNOLOGIES INC
-1.84%
Shares59.9K
Event2026-03-31
Filed2026-05-15
EME
EMCOR GROUP INC
-8.51%
Shares13.3K
Event2026-03-31
Filed2026-05-15
EMXC
ISHARES INC
-2.12%
Shares124.7K
Event2026-03-31
Filed2026-05-15
QLTY
GMO ETF TRUST
2.92%
Shares270.9K
Event2026-03-31
Filed2026-05-15
BMY
BRISTOL-MYERS SQUIBB CO
13.11%
Shares161.6K
Event2026-03-31
Filed2026-05-15
INTU
INTUIT
2.68%
Shares22.6K
Event2026-03-31
Filed2026-05-15
ARM
ARM HOLDINGS PLC
106.35%
Shares64.7K
Event2026-03-31
Filed2026-05-15
JHMM
JOHN HANCOCK EXCHANGE TRADED
-6.58%
Shares146.0K
Event2026-03-31
Filed2026-05-15
BAI
BLACKROCK ETF TRUST
45.32%
Shares296.4K
Event2026-03-31
Filed2026-05-15
FDX
FEDEX CORP
-9.12%
Shares27.1K
Event2026-03-31
Filed2026-05-15
IUSV
ISHARES TR
-1.26%
Shares94.5K
Event2026-03-31
Filed2026-05-15
IWS
ISHARES TR
-16.92%
Shares65.8K
Event2026-03-31
Filed2026-05-15
CGMU
CAPITAL GRP FIXED INCM ETF T
2.16%
Shares354.5K
Event2026-03-31
Filed2026-05-15
ALB
ALBEMARLE CORP
15.16%
Shares53.3K
Event2026-03-31
Filed2026-05-15
CSQ
CALAMOS STRATEGIC TOTAL RETU
-4.29%
Shares555.2K
Event2026-03-31
Filed2026-05-15
SMCO
TIDAL TRUST II
84.49%
Shares348.5K
Event2026-03-31
Filed2026-05-15
ECL
ECOLAB INC
17.99%
Shares35.3K
Event2026-03-31
Filed2026-05-15
ZTS
ZOETIS INC
-13.48%
Shares79.2K
Event2026-03-31
Filed2026-05-15
FDVV
FIDELITY COVINGTON TRUST
15.40%
Shares169.9K
Event2026-03-31
Filed2026-05-15
SPG
SIMON PPTY GROUP INC NEW
5.45%
Shares49.7K
Event2026-03-31
Filed2026-05-15
TROW
PRICE T ROWE GROUP INC
3.93%
Shares23.7K
Event2026-03-31
Filed2026-05-15
CGCV
CAPITAL GROUP CONSERVATIVE E
44.81%
Shares310.0K
Event2026-03-31
Filed2026-05-15
AVIG
AMERICAN CENTY ETF TR
0.00%
Shares221.1K
Event2026-03-31
Filed2026-05-15
SLB
SLB LIMITED
14.25%
Shares178.3K
Event2026-03-31
Filed2026-05-15
CGNG
CAPITAL GROUP NEW GEOGRAPHY
15.70%
Shares290.5K
Event2026-03-31
Filed2026-05-15
DHR
DANAHER CORP DEL
27.83%
Shares48.2K
Event2026-03-31
Filed2026-05-15
MFSV
MFS ACTIVE EXCHANGE TRADED F
1087.20%
Shares340.3K
Event2026-03-31
Filed2026-05-15
CGSD
CAPITAL GRP FIXED INCM ETF T
19.24%
Shares350.9K
Event2026-03-31
Filed2026-05-15
TIDAL TRUST II
TIDAL TRUST II
-0.07%
Shares369.9K
Event2026-03-31
Filed2026-05-15
VBK
VANGUARD INDEX FDS
36.52%
Shares29.9K
Event2026-03-31
Filed2026-05-15
SLV
ISHARES SILVER TR
-23.83%
Shares132.5K
Event2026-03-31
Filed2026-05-15
PSA
PUBLIC STORAGE OPER CO
13.43%
Shares33.3K
Event2026-03-31
Filed2026-05-15
HBAN
HUNTINGTON BANCSHARES INC
12.09%
Shares575.5K
Event2026-03-31
Filed2026-05-15
SHEL
SHELL PLC
12.23%
Shares94.8K
Event2026-03-31
Filed2026-05-15
SCHG
SCHWAB STRATEGIC TR
3.81%
Shares308.5K
Event2026-03-31
Filed2026-05-15
O
REALTY INCOME CORP
-1.03%
Shares154.5K
Event2026-03-31
Filed2026-05-15
DEM
WISDOMTREE TR
-0.90%
Shares179.1K
Event2026-03-31
Filed2026-05-15
GDX
VANECK ETF TRUST
11.69%
Shares96.8K
Event2026-03-31
Filed2026-05-15
XMHQ
INVESCO EXCHANGE TRADED FD T
73.76%
Shares84.5K
Event2026-03-31
Filed2026-05-15
ADBE
ADOBE INC
11.73%
Shares35.8K
Event2026-03-31
Filed2026-05-15
RDVI
FIRST TR EXCHANGE-TRADED FD
4.88%
Shares338.9K
Event2026-03-31
Filed2026-05-15
VMBS
VANGUARD SCOTTSDALE FDS
13.65%
Shares182.9K
Event2026-03-31
Filed2026-05-15
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares12
Event2026-03-31
Filed2026-05-15
SPHY
SPDR SERIES TRUST
28.13%
Shares366.1K
Event2026-03-31
Filed2026-05-15
CMI
CUMMINS INC
2.12%
Shares15.9K
Event2026-03-31
Filed2026-05-15
FIIG
FIRST TR EXCHANGE-TRADED FD
4.73%
Shares411.3K
Event2026-03-31
Filed2026-05-15
AOS
SMITH A O CORP
14.44%
Shares128.8K
Event2026-03-31
Filed2026-05-15
PHM
PULTE GROUP INC
14.89%
Shares72.1K
Event2026-03-31
Filed2026-05-15
ORLY
OREILLY AUTOMOTIVE INC
-0.71%
Shares91.2K
Event2026-03-31
Filed2026-05-15
HCA
HCA HEALTHCARE INC
14.75%
Shares17.7K
Event2026-03-31
Filed2026-05-15
VOOV
VANGUARD ADMIRAL FDS INC
2.11%
Shares41.1K
Event2026-03-31
Filed2026-05-15
FEP
FIRST TR EXCH TRD ALPHDX FD
111.00%
Shares153.4K
Event2026-03-31
Filed2026-05-15
XLI
SELECT SECTOR SPDR TR
-9.87%
Shares51.6K
Event2026-03-31
Filed2026-05-15
INTC
INTEL CORP
8.44%
Shares188.4K
Event2026-03-31
Filed2026-05-15
MCO
MOODYS CORP
15.21%
Shares18.9K
Event2026-03-31
Filed2026-05-15
IUSG
ISHARES TR
-13.94%
Shares53.2K
Event2026-03-31
Filed2026-05-15
PCMM
BONDBLOXX ETF TRUST
20.11%
Shares167.4K
Event2026-03-31
Filed2026-05-15
D
DOMINION ENERGY INC
12.82%
Shares133.2K
Event2026-03-31
Filed2026-05-15
PSC
PRINCIPAL EXCHANGE TRADED FD
-28.28%
Shares143.3K
Event2026-03-31
Filed2026-05-15
HLT
HILTON WORLDWIDE HLDGS INC
-4.50%
Shares27.1K
Event2026-03-31
Filed2026-05-15
EMB
ISHARES TR
-18.27%
Shares87.4K
Event2026-03-31
Filed2026-05-15
TRP
TC ENERGY CORP
1.28%
Shares130.4K
Event2026-03-31
Filed2026-05-15
SJNK
SPDR SERIES TRUST
2.00%
Shares326.1K
Event2026-03-31
Filed2026-05-15
APIE
TRUST FOR PROFESSIONAL MANAG
6.13%
Shares228.6K
Event2026-03-31
Filed2026-05-15
ESGU
ISHARES TR
15.20%
Shares56.8K
Event2026-03-31
Filed2026-05-15
FLXR
TCW ETF TRUST
81.17%
Shares202.8K
Event2026-03-31
Filed2026-05-15
MINT
PIMCO ETF TR
60.13%
Shares79.3K
Event2026-03-31
Filed2026-05-15
DGRW
WISDOMTREE TR
4.55%
Shares90.0K
Event2026-03-31
Filed2026-05-15
LNC
LINCOLN NATL CORP IND
19.36%
Shares222.8K
Event2026-03-31
Filed2026-05-15
CSX
CSX CORP
-1.17%
Shares191.7K
Event2026-03-31
Filed2026-05-15
IVLU
ISHARES TR
97.89%
Shares197.5K
Event2026-03-31
Filed2026-05-15
SMDV
PROSHARES TR
-2.21%
Shares113.2K
Event2026-03-31
Filed2026-05-15
VLO
VALERO ENERGY CORP
-2.60%
Shares32.0K
Event2026-03-31
Filed2026-05-15
VFMO
VANGUARD WELLINGTON FD
51.25%
Shares39.4K
Event2026-03-31
Filed2026-05-15
PWR
QUANTA SVCS INC
3.86%
Shares14.1K
Event2026-03-31
Filed2026-05-15
FCA
FIRST TR EXCH TRD ALPHDX FD
140.66%
Shares247.0K
Event2026-03-31
Filed2026-05-15
GL
GLOBE LIFE INC
18.13%
Shares55.2K
Event2026-03-31
Filed2026-05-15
VGIT
VANGUARD SCOTTSDALE FDS
61.00%
Shares126.1K
Event2026-03-31
Filed2026-05-15
BTI
BRITISH AMERN TOB PLC
18.14%
Shares131.2K
Event2026-03-31
Filed2026-05-15
HPE
HEWLETT PACKARD ENTERPRISE C
49.53%
Shares321.8K
Event2026-03-31
Filed2026-05-15
PYLD
PIMCO ETF TR
34.23%
Shares292.2K
Event2026-03-31
Filed2026-05-15
FEUZ
FIRST TR EXCH TRD ALPHDX FD
149.95%
Shares122.3K
Event2026-03-31
Filed2026-05-15
NEAR
ISHARES U S ETF TR
-20.14%
Shares149.7K
Event2026-03-31
Filed2026-05-15
CTAS
CINTAS CORP
3.37%
Shares44.8K
Event2026-03-31
Filed2026-05-15
EEM
ISHARES TR
13.18%
Shares133.9K
Event2026-03-31
Filed2026-05-15
WTBN
WISDOMTREE TR
16.08%
Shares297.5K
Event2026-03-31
Filed2026-05-15
DOV
DOVER CORP
8.10%
Shares36.2K
Event2026-03-31
Filed2026-05-15
FBND
FIDELITY MERRIMACK STR TR
46.54%
Shares163.5K
Event2026-03-31
Filed2026-05-15
IRM
IRON MTN INC DEL
-0.02%
Shares73.4K
Event2026-03-31
Filed2026-05-15
NXPI
NXP SEMICONDUCTORS N V
-10.84%
Shares38.1K
Event2026-03-31
Filed2026-05-15
FKU
FIRST TR EXCH TRD ALPHDX FD
150.75%
Shares148.4K
Event2026-03-31
Filed2026-05-15
SCZ
ISHARES TR
-2.14%
Shares94.7K
Event2026-03-31
Filed2026-05-15
BSCT
INVESCO EXCH TRD SLF IDX FD
94.51%
Shares398.5K
Event2026-03-31
Filed2026-05-15
RODM
LATTICE STRATEGIES TR
1.93%
Shares187.6K
Event2026-03-31
Filed2026-05-15
VYMI
VANGUARD WHITEHALL FDS
8.22%
Shares78.2K
Event2026-03-31
Filed2026-05-15
ARCC
ARES CAPITAL CORP
6.61%
Shares407.4K
Event2026-03-31
Filed2026-05-15
ETR
ENTERGY CORP NEW
8.96%
Shares64.9K
Event2026-03-31
Filed2026-05-15
IAGG
ISHARES TR
25.37%
Shares145.2K
Event2026-03-31
Filed2026-05-15
CENCORA INC
CENCORA INC
2.27%
Shares23.0K
Event2026-03-31
Filed2026-05-15
SNY
SANOFI SA
10.30%
Shares151.9K
Event2026-03-31
Filed2026-05-15
VIS
VANGUARD WORLD FD
239.40%
Shares23.0K
Event2026-03-31
Filed2026-05-15
WELL
WELLTOWER INC
16.55%
Shares36.3K
Event2026-03-31
Filed2026-05-15
HDV
ISHARES TR
13.51%
Shares52.7K
Event2026-03-31
Filed2026-05-15
FGM
FIRST TR EXCH TRD ALPHDX FD
146.56%
Shares118.9K
Event2026-03-31
Filed2026-05-15
TBIL
RBB FD INC
50.74%
Shares142.5K
Event2026-03-31
Filed2026-05-15
SMFG
SUMITOMO MITSUI FIN GRP INC
4.24%
Shares366.5K
Event2026-03-31
Filed2026-05-15
HII
HUNTINGTON INGALLS INDS INC
0.30%
Shares18.4K
Event2026-03-31
Filed2026-05-15
MET
METLIFE INC
14.62%
Shares99.0K
Event2026-03-31
Filed2026-05-15
ICE
INTERCONTINENTAL EXCHANGE IN
2.53%
Shares44.4K
Event2026-03-31
Filed2026-05-15
DIVI
FRANKLIN TEMPLETON ETF TR
4.95%
Shares175.5K
Event2026-03-31
Filed2026-05-15
DHI
D R HORTON INC
17.53%
Shares50.4K
Event2026-03-31
Filed2026-05-15
FEX
FIRST TR EXCHANGE-TRADED ALP
0.20%
Shares56.6K
Event2026-03-31
Filed2026-05-15
SHY
ISHARES TR
-5.45%
Shares83.5K
Event2026-03-31
Filed2026-05-15
SAP
SAP SE
16.01%
Shares40.2K
Event2026-03-31
Filed2026-05-15
PAVE
GLOBAL X FDS
2.85%
Shares134.0K
Event2026-03-31
Filed2026-05-15
AIRR
FIRST TR EXCHANGE TRADED FD
-3.79%
Shares61.8K
Event2026-03-31
Filed2026-05-15
SPEM
SPDR INDEX SHS FDS
40.90%
Shares145.9K
Event2026-03-31
Filed2026-05-15
CDNS
CADENCE DESIGN SYSTEM INC
-0.84%
Shares24.6K
Event2026-03-31
Filed2026-05-15
FMDE
FIDELITY COVINGTON TRUST
32.64%
Shares188.0K
Event2026-03-31
Filed2026-05-15
RWJ
INVESCO EXCH TRADED FD TR II
5.77%
Shares132.9K
Event2026-03-31
Filed2026-05-15
TRGP
TARGA RES CORP
-6.24%
Shares26.4K
Event2026-03-31
Filed2026-05-15
TFI
SPDR SERIES TRUST
2.68%
Shares145.7K
Event2026-03-31
Filed2026-05-15
FTCS
FIRST TR EXCHANGE-TRADED FD
-2.08%
Shares70.5K
Event2026-03-31
Filed2026-05-15
XBI
SPDR SERIES TRUST
45.00%
Shares51.0K
Event2026-03-31
Filed2026-05-15
KKR & CO INC
KKR & CO INC
3.64%
Shares70.3K
Event2026-03-31
Filed2026-05-15
NATIONAL GRID PLC
NATIONAL GRID PLC
-8.81%
Shares77.7K
Event2026-03-31
Filed2026-05-15
GSY
INVESCO ACTIVELY MANAGED EXC
2.03%
Shares128.4K
Event2026-03-31
Filed2026-05-15
SNOW
SNOWFLAKE INC
-14.04%
Shares42.7K
Event2026-03-31
Filed2026-05-15
AEM
AGNICO EAGLE MINES LTD
41.02%
Shares31.5K
Event2026-03-31
Filed2026-05-15
CEF
SPROTT ASSET MANAGEMENT LP
-0.00%
Shares133.9K
Event2026-03-31
Filed2026-05-15
PDBC
INVESCO ACTVELY MNGD ETC FD
-2.77%
Shares369.1K
Event2026-03-31
Filed2026-05-15
ASCE
ALLSPRING EXCHANGE TRADED FU
0.52%
Shares228.1K
Event2026-03-31
Filed2026-05-15
DFIV
DIMENSIONAL ETF TRUST
5.33%
Shares120.5K
Event2026-03-31
Filed2026-05-15
SPIB
SPDR SERIES TRUST
177.52%
Shares189.4K
Event2026-03-31
Filed2026-05-15
PRU
PRUDENTIAL FINL INC
13.34%
Shares64.6K
Event2026-03-31
Filed2026-05-15
DRI
DARDEN RESTAURANTS INC
5.11%
Shares32.2K
Event2026-03-31
Filed2026-05-15
ALLE
ALLEGION PLC
22.79%
Shares43.5K
Event2026-03-31
Filed2026-05-15
FELC
FIDELITY COVINGTON TRUST
164.36%
Shares172.6K
Event2026-03-31
Filed2026-05-15
SPGP
INVESCO EXCHANGE TRADED FD T
13.94%
Shares58.4K
Event2026-03-31
Filed2026-05-15
SPSM
SPDR SERIES TRUST
24.65%
Shares129.2K
Event2026-03-31
Filed2026-05-15
TSCO
TRACTOR SUPPLY CO
-1.96%
Shares137.2K
Event2026-03-31
Filed2026-05-15
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
-2.47%
Shares30.1K
Event2026-03-31
Filed2026-05-15
ILCG
ISHARES TR
11.15%
Shares64.5K
Event2026-03-31
Filed2026-05-15
NET
CLOUDFLARE INC
2.47%
Shares29.7K
Event2026-03-31
Filed2026-05-15
EQWL
INVESCO EXCHANGE TRADED FD T
726.75%
Shares52.7K
Event2026-03-31
Filed2026-05-15
TCAF
T ROWE PRICE ETF INC
722.35%
Shares169.1K
Event2026-03-31
Filed2026-05-15
APCB
TRUST FOR PROFESSIONAL MANAG
22.95%
Shares203.0K
Event2026-03-31
Filed2026-05-15
TDY
TELEDYNE TECHNOLOGIES INC
-1.27%
Shares9.9K
Event2026-03-31
Filed2026-05-15
RMD
RESMED INC
20.13%
Shares26.6K
Event2026-03-31
Filed2026-05-15
XLY
SELECT SECTOR SPDR TR
-21.00%
Shares54.7K
Event2026-03-31
Filed2026-05-15
TMFC
RBB FD INC
-3.91%
Shares89.8K
Event2026-03-31
Filed2026-05-15
CMS
CMS ENERGY CORP
-5.76%
Shares75.5K
Event2026-03-31
Filed2026-05-15
ALPS ETF TR
ALPS ETF TR
-0.22%
Shares110.6K
Event2026-03-31
Filed2026-05-15
CMG
CHIPOTLE MEXICAN GRILL INC
2.17%
Shares181.6K
Event2026-03-31
Filed2026-05-15
WST
WEST PHARMACEUTICAL SVSC INC
12.75%
Shares23.1K
Event2026-03-31
Filed2026-05-15
IDEF
BLACKROCK ETF TRUST
New
Shares176.0K
Event2026-03-31
Filed2026-05-15
CSL
CARLISLE COS INC
-4.03%
Shares17.3K
Event2026-03-31
Filed2026-05-15
VFLO
VICTORY PORTFOLIOS II
-5.42%
Shares145.7K
Event2026-03-31
Filed2026-05-15
PPL
PPL CORP
2.70%
Shares148.8K
Event2026-03-31
Filed2026-05-15
APP
APPLOVIN CORP
-8.69%
Shares14.2K
Event2026-03-31
Filed2026-05-15
RIO
RIO TINTO PLC
10.98%
Shares61.1K
Event2026-03-31
Filed2026-05-15
RCL
ROYAL CARIBBEAN GROUP
6.49%
Shares20.5K
Event2026-03-31
Filed2026-05-15
IJK
ISHARES TR
6.41%
Shares56.0K
Event2026-03-31
Filed2026-05-15
BLCR
BLACKROCK ETF TRUST
New
Shares136.9K
Event2026-03-31
Filed2026-05-15
HWM
HOWMET AEROSPACE INC
13.24%
Shares24.3K
Event2026-03-31
Filed2026-05-15
MAR
MARRIOTT INTL INC NEW
10.92%
Shares17.0K
Event2026-03-31
Filed2026-05-15
FCX
FREEPORT MCMORAN INC
20.55%
Shares93.3K
Event2026-03-31
Filed2026-05-15
MKL
MARKEL GROUP INC
-0.45%
Shares2.9K
Event2026-03-31
Filed2026-05-15
AEIS
ADVANCED ENERGY INDS
8.69%
Shares16.9K
Event2026-03-31
Filed2026-05-15
CGIC
CAPITAL GROUP INTERNATIONAL
47.06%
Shares163.6K
Event2026-03-31
Filed2026-05-15
RY
ROYAL BK CDA
2.98%
Shares33.0K
Event2026-03-31
Filed2026-05-15
VOOG
VANGUARD ADMIRAL FDS INC
1.33%
Shares13.2K
Event2026-03-31
Filed2026-05-15
LITE
LUMENTUM HLDGS INC
4.43%
Shares7.6K
Event2026-03-31
Filed2026-05-15
FTEC
FIDELITY COVINGTON TRUST
0.04%
Shares25.8K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available