Sponsored

The Analysis of Pathstone Holdings, LLC's Holdings & P&L

Currently, Pathstone Holdings, LLC holds 2205 types of securities in its portfolio with a total value $25.1B. In the most recent quarter, they have increased their positions in CGMM (+1.7M shares, valued at $49.0M), VEA (+644.4K shares, valued at $41.3M), AAPL (+145.8K shares, valued at $37.0M); decreased their positions in CRWD (-1.0M shares, valued at $408.3M), PAGP (-1.8M shares, valued at $43.1M), PAA (-1.9M shares, valued at $42.0M); initiated new positions in N/A (+170.4K shares, valued at $33.6M), AWF (+1.1M shares, valued at $11.0M), N/A (+270.7K shares, valued at $10.8M).

1M P&L

+672.6M+2.78%

3M P&L

-24.6M-0.10%

HY P&L

+1.2B+5.06%

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/A11.6B

50.1%

2Software - Infrastructure1.6B

7.1%

3Semiconductors962.2M

4.1%

Top Industries by Stock Count

1N/A466 stocks

22.4%

2Banks - Regional92 stocks

4.4%

3Software - Application67 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR2.3M shares2.25%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T2.2M shares-1.83%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7M shares1.89%2026-03-312026-05-11

AAPL APPLE INC2.9M shares5.27%2026-03-312026-05-11

MSFT MICROSOFT CORP1.7M shares-2.68%2026-03-312026-05-11

NVDA NVIDIA CORPORATION3.4M shares0.32%2026-03-312026-05-11

MDY STATE STR SPDR S&P MIDCAP 40840.2K shares-0.79%2026-03-312026-05-11

IJH ISHARES TR7.1M shares1.12%2026-03-312026-05-11

Sponsored

IWB ISHARES TR1.1M shares0.23%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS5.3M shares13.73%2026-03-312026-05-11

AMZN AMAZON COM INC1.5M shares-0.91%2026-03-312026-05-11

IJR ISHARES TR2.3M shares2.27%2026-03-312026-05-11

VTI VANGUARD INDEX FDS833.0K shares3.19%2026-03-312026-05-11

ALPHABET INC ALPHABET INC905.6K shares-0.90%2026-03-312026-05-11

VV VANGUARD INDEX FDS836.6K shares10.70%2026-03-312026-05-11

IGF ISHARES TR3.7M shares1.19%2026-03-312026-05-11

Sponsored

KO COCA COLA CO3.3M shares0.15%2026-03-312026-05-11

ALPHABET INC ALPHABET INC853.0K shares-1.15%2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS1.4M shares0.07%2026-03-312026-05-11

BRK.A BERKSHIRE HATHAWAY INC DEL285 shares1.79%2026-03-312026-05-11

IWM ISHARES TR786.5K shares-2.28%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL403.8K shares0.76%2026-03-312026-05-11

TSLA TESLA INC504.7K shares4.61%2026-03-312026-05-11

IWR ISHARES TR1.9M shares-0.20%2026-03-312026-05-11

Sponsored

BROADCOM INC BROADCOM INC562.1K shares6.26%2026-03-312026-05-11

VO VANGUARD INDEX FDS598.0K shares0.65%2026-03-312026-05-11

META META PLATFORMS INC293.5K shares2.11%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO493.6K shares0.76%2026-03-312026-05-11

VONG VANGUARD SCOTTSDALE FDS1.3M shares8.93%2026-03-312026-05-11

DIS DISNEY WALT CO1.4M shares-1.19%2026-03-312026-05-11

SPDW SPDR INDEX SHS FDS2.9M shares-1.60%2026-03-312026-05-11

VB VANGUARD INDEX FDS479.6K shares-2.79%2026-03-312026-05-11

Sponsored

VTEB VANGUARD MUN BD FDS2.4M shares0.86%2026-03-312026-05-11

IWF ISHARES TR273.7K shares1.18%2026-03-312026-05-11

SDY SPDR SERIES TRUST782.7K shares1.46%2026-03-312026-05-11

VONV VANGUARD SCOTTSDALE FDS1.2M shares-1.53%2026-03-312026-05-11

IEMG ISHARES INC1.6M shares15.23%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F2.0M shares2.89%2026-03-312026-05-11

LLY ELI LILLY & CO115.5K shares1.76%2026-03-312026-05-11

IWD ISHARES TR469.6K shares-3.89%2026-03-312026-05-11

Sponsored

BND VANGUARD BD INDEX FDS1.3M shares1.50%2026-03-312026-05-11

DFSV DIMENSIONAL ETF TRUST2.8M shares-0.86%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON392.0K shares6.45%2026-03-312026-05-11

EFA ISHARES TR969.1K shares4.46%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION94.2K shares-1.72%2026-03-312026-05-11

DFIC DIMENSIONAL ETF TRUST2.6M shares-3.54%2026-03-312026-05-11

DFLV DIMENSIONAL ETF TRUST2.6M shares-0.22%2026-03-312026-05-11

XOM EXXON MOBIL CORP536.6K shares-0.99%2026-03-312026-05-11

Sponsored

SLAB SILICON LABORATORIES INC425.0K shares0.01%2026-03-312026-05-11

V VISA INC290.5K shares-1.18%2026-03-312026-05-11

DFAX DIMENSIONAL ETF TRUST2.5M shares-4.21%2026-03-312026-05-11

NFLX NETFLIX INC.892.2K shares7.08%2026-03-312026-05-11

IWN ISHARES TR414.9K shares4.51%2026-03-312026-05-11

MA MASTERCARD INCORPORATED155.6K shares1.83%2026-03-312026-05-11

TJX TJX COS INC NEW465.3K shares-4.09%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MANUFAC203.4K shares6.58%2026-03-312026-05-11

Sponsored

WMT WALMART INC551.9K shares-1.84%2026-03-312026-05-11

VUG VANGUARD INDEX FDS154.2K shares-3.51%2026-03-312026-05-11

MAR MARRIOTT INTL INC NEW202.2K shares-0.15%2026-03-312026-05-11

DUHP DIMENSIONAL ETF TRUST1.8M shares3.01%2026-03-312026-05-11

EFV ISHARES TR869.5K shares-1.49%2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC161.2K shares-86.64%2026-03-312026-05-11

DFAS DIMENSIONAL ETF TRUST854.6K shares47.98%2026-03-312026-05-11

VNQ VANGUARD INDEX FDS679.7K shares-1.53%2026-03-312026-05-11

Sponsored

CVX CHEVRON CORPORATION281.1K shares4.06%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC480.6K shares2.35%2026-03-312026-05-11

DFCF DIMENSIONAL ETF TRUST1.4M shares-1.58%2026-03-312026-05-11

HD HOME DEPOT INC171.5K shares-2.75%2026-03-312026-05-11

KDP KEURIG DR PEPPER INC2.1M shares0.03%2026-03-312026-05-11

DFUV DIMENSIONAL ETF TRUST1.2M shares-6.15%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP262.4K shares2.40%2026-03-312026-05-11

ABBV ABBVIE INC247.5K shares4.04%2026-03-312026-05-11

Sponsored

MU MICRON TECHNOLOGY INC154.8K shares-1.27%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR384.5K shares0.28%2026-03-312026-05-11

VSS VANGUARD INTL EQUITY INDEX F349.6K shares6.51%2026-03-312026-05-11

DFSU DIMENSIONAL ETF TRUST1.2M shares19.88%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR86.6K shares-0.05%2026-03-312026-05-11

IEFA ISHARES TR546.7K shares11.81%2026-03-312026-05-11

CGMM CAPITAL GROUP EQUITY ETF TR1.7M shares13978.05%2026-03-312026-05-11

ORCL ORACLE CORP330.1K shares-0.47%2026-03-312026-05-11

Sponsored

BAC BANK AMERICA CORP992.8K shares-1.49%2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE169.1K shares2.02%2026-03-312026-05-11

AMAT APPLIED MATLS INC139.9K shares1.56%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC287.5K shares4.81%2026-03-312026-05-11

ASGN ASGN INC1.2M shares29.29%2026-03-312026-05-11

CAT CATERPILLAR INC64.8K shares1.50%2026-03-312026-05-11

CSCO CISCO SYS INC578.4K shares1.18%2026-03-312026-05-11

MHD BLACKROCK MUNIHOLDINGS FD IN3.9M shares279.68%2026-03-312026-05-11

Sponsored

ACWI ISHARES TR317.2K shares-0.06%2026-03-312026-05-11

UBER UBER TECHNOLOGIES INC604.3K shares-0.49%2026-03-312026-05-11

VBK VANGUARD INDEX FDS140.7K shares23.65%2026-03-312026-05-11

GEV GE VERNOVA INC48.6K shares2.50%2026-03-312026-05-11

VIG VANGUARD SPECIALIZED FUNDS196.8K shares-7.58%2026-03-312026-05-11

IGSB ISHARES TR791.1K shares3.57%2026-03-312026-05-11

VIOO VANGUARD ADMIRAL FDS INC353.9K shares660.15%2026-03-312026-05-11

SPEM SPDR INDEX SHS FDS865.2K shares1.88%2026-03-312026-05-11

Sponsored

PG PROCTER & GAMBLE CO279.5K shares0.47%2026-03-312026-05-11

IVW ISHARES TR353.0K shares11.13%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC192.6K shares5.13%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC45.8K shares2.52%2026-03-312026-05-11

GLD SPDR GOLD TR89.9K shares24.01%2026-03-312026-05-11

VTWG VANGUARD SCOTTSDALE FDS168.6K shares-1.63%2026-03-312026-05-11

IWO ISHARES TR121.5K shares-12.55%2026-03-312026-05-11

DFNM DIMENSIONAL ETF TRUST788.2K shares-2.07%2026-03-312026-05-11

Sponsored

RTX RTX CORPORATION192.6K shares0.88%2026-03-312026-05-11

BTT BLACKROCK MUN TARGET TERM TR1.6M shares-12.03%2026-03-312026-05-11

LINDE PLC LINDE PLC72.6K shares7.91%2026-03-312026-05-11

DHR DANAHER CORP DEL189.3K shares2.14%2026-03-312026-05-11

MCD MCDONALDS CORP115.6K shares5.82%2026-03-312026-05-11

VTWV VANGUARD SCOTTSDALE FDS211.2K shares2.35%2026-03-312026-05-11

CMCSA COMCAST CORP NEW1.2M shares2.38%2026-03-312026-05-11

MMC MARSH & MCLENNAN COS INC200.3K shares-0.85%2026-03-312026-05-11

Sponsored

TMO THERMO FISHER SCIENTIFIC INC70.2K shares-10.17%2026-03-312026-05-11

VXUS VANGUARD STAR FDS443.0K shares5.98%2026-03-312026-05-11

VBR VANGUARD INDEX FDS157.2K shares6.60%2026-03-312026-05-11

WFC WELLS FARGO & CO423.8K shares-1.90%2026-03-312026-05-11

DFSI DIMENSIONAL ETF TRUST795.0K shares9.55%2026-03-312026-05-11

ASTRAZENECA PLC ASTRAZENECA PLC170.4K sharesnew addition2026-03-312026-05-11

ASML ASML HLDG NV25.2K shares2.98%2026-03-312026-05-11

CB CHUBB LTD SWITZ102.2K shares3.75%2026-03-312026-05-11

Sponsored

PEP PEPSICO INC213.2K shares-5.50%2026-03-312026-05-11

AFB ALLIANCEBERNSTEIN NATL MUN I3.1M shares12.62%2026-03-312026-05-11

AMGN AMGEN INC92.3K shares0.35%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO106.7K shares3.42%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC118.9K shares-7.34%2026-03-312026-05-11

PGR PROGRESSIVE CORP159.4K shares-13.04%2026-03-312026-05-11

LOW LOWES COS INC132.5K shares1.04%2026-03-312026-05-11

AVDV AMERICAN CENTY ETF TR312.8K shares3.79%2026-03-312026-05-11

Sponsored

DFAU DIMENSIONAL ETF TRUST680.2K shares2.38%2026-03-312026-05-11

JBBB JANUS DETROIT STR TR650.1K shares20.99%2026-03-312026-05-11

UNP UNION PAC CORP122.9K shares0.89%2026-03-312026-05-11

DFAI DIMENSIONAL ETF TRUST755.9K shares0.50%2026-03-312026-05-11

MS MORGAN STANLEY176.1K shares-2.29%2026-03-312026-05-11

OEF ISHARES TR90.6K shares-4.15%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS118.6K shares2.49%2026-03-312026-05-11

NDAQ NASDAQ INC332.0K shares-6.47%2026-03-312026-05-11

Sponsored

VEU VANGUARD INTL EQUITY INDEX F371.3K shares5.12%2026-03-312026-05-11

SHOP SHOPIFY INC233.5K shares18.03%2026-03-312026-05-11

ISRG INTUITIVE SURGICAL INC58.9K shares9.31%2026-03-312026-05-11

ABT ABBOTT LABORATORIES263.6K shares-1.24%2026-03-312026-05-11

SCHD SCHWAB STRATEGIC TR877.2K shares-2.78%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC532.4K shares3.96%2026-03-312026-05-11

AVUV AMERICAN CENTY ETF TR241.7K shares-1.78%2026-03-312026-05-11

EATON CORP PLC EATON CORP PLC74.3K shares-0.19%2026-03-312026-05-11

Sponsored

NEE NEXTERA ENERGY INC283.3K shares0.96%2026-03-312026-05-11

MFM MFS MUN INCOME TR4.8M shares3.87%2026-03-312026-05-11

ET ENERGY TRANSFER L P1.3M shares44.46%2026-03-312026-05-11

KLAC KLA CORP17.4K shares5.32%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T534.2K shares-0.10%2026-03-312026-05-11

VGT VANGUARD WORLD FD36.1K shares-0.94%2026-03-312026-05-11

DE DEERE & CO43.9K shares1.22%2026-03-312026-05-11

INTU INTUIT56.8K shares5.88%2026-03-312026-05-11

Sponsored

IVE ISHARES TR116.1K shares1.55%2026-03-312026-05-11

HON HONEYWELL INTL INC107.7K shares0.61%2026-03-312026-05-11

DFSE DIMENSIONAL ETF TRUST570.4K shares10.67%2026-03-312026-05-11

APH AMPHENOL CORP190.4K shares-0.55%2026-03-312026-05-11

GLW CORNING INC176.7K shares-2.32%2026-03-312026-05-11

EFG ISHARES TR215.4K shares43.99%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC163.9K shares-1.76%2026-03-312026-05-11

VMBS VANGUARD SCOTTSDALE FDS510.3K shares-0.04%2026-03-312026-05-11

Sponsored

COP CONOCOPHILLIPS178.9K shares-2.74%2026-03-312026-05-11

LEO BNY MELLON STRATEGIC MUNS IN3.7M shares-1.11%2026-03-312026-05-11

T AT&T INC805.1K shares5.86%2026-03-312026-05-11

BA BOEING CO116.3K shares28.26%2026-03-312026-05-11

TXN TEXAS INSTRS INC118.5K shares5.24%2026-03-312026-05-11

XLE SELECT SECTOR SPDR TR374.5K shares0.03%2026-03-312026-05-11

MUB ISHARES TR213.1K shares-2.43%2026-03-312026-05-11

D DOMINION ENERGY INC360.2K shares1.00%2026-03-312026-05-11

Sponsored

SAP SAP SE129.4K shares33.29%2026-03-312026-05-11

IYR ISHARES TR233.8K shares-1.23%2026-03-312026-05-11

SPGI S&P GLOBAL INC51.2K shares-5.70%2026-03-312026-05-11

ESML ISHARES TR461.5K shares-0.48%2026-03-312026-05-11

DHF BNY MELLON HIGH YIELD STRATE8.8M shares23.70%2026-03-312026-05-11

DASH DOORDASH INC141.4K shares0.22%2026-03-312026-05-11

GLO CLOUGH GLOBAL OPPORTUNITIES3.8M shares42.74%2026-03-312026-05-11

XLU SELECT SECTOR SPDR TR461.9K shares0.25%2026-03-312026-05-11

Sponsored

DFAT DIMENSIONAL ETF TRUST336.7K shares-17.27%2026-03-312026-05-11

ADI ANALOG DEVICES INC66.0K shares3.12%2026-03-312026-05-11

NVS NOVARTIS AG136.9K shares15.24%2026-03-312026-05-11

MCK MCKESSON CORP23.9K shares1.42%2026-03-312026-05-11

NBH NEUBERGER MUN FD INC2.0M shares16.95%2026-03-312026-05-11

COF CAPITAL ONE FINL CORP112.2K shares-3.62%2026-03-312026-05-11

VOOV VANGUARD ADMIRAL FDS INC98.4K shares-59.86%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC20.8K shares0.20%2026-03-312026-05-11

Sponsored

CITIGROUP INC CITIGROUP INC175.8K shares7.23%2026-03-312026-05-11

VONE VANGUARD SCOTTSDALE FDS67.5K shares1.37%2026-03-312026-05-11

VRTX VERTEX PHARMACEUTICALS INC44.3K shares-2.94%2026-03-312026-05-11

VYMI VANGUARD WHITEHALL FDS207.7K shares0.14%2026-03-312026-05-11

NEM NEWMONT CORP180.7K shares3.29%2026-03-312026-05-11

PWR QUANTA SVCS INC35.4K shares20.23%2026-03-312026-05-11

DSM BNY MELLON STRATEGIC MUN BD3.2M shares-3.04%2026-03-312026-05-11

SCHW SCHWAB CHARLES CORP203.8K shares1.35%2026-03-312026-05-11

Sponsored

INTC INTEL CORP433.8K shares8.76%2026-03-312026-05-11

KYN KAYNE ANDERSON ENERGY INFRST1.3M shares-2.64%2026-03-312026-05-11

XLY SELECT SECTOR SPDR TR172.9K shares-2.38%2026-03-312026-05-11

CRM SALESFORCE INC100.1K shares6.04%2026-03-312026-05-11

AVES AMERICAN CENTY ETF TR303.7K shares-1.52%2026-03-312026-05-11

SPOT SPOTIFY TECHNOLOGY S A37.6K shares25.40%2026-03-312026-05-11

BKNG BOOKING HOLDINGS INC4.3K shares2.38%2026-03-312026-05-11

LITE LUMENTUM HLDGS INC25.5K shares-22.47%2026-03-312026-05-11

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL45.6K shares20.61%2026-03-312026-05-11

PFE PFIZER INC635.0K shares11.59%2026-03-312026-05-11

ROST ROSS STORES INC81.0K shares-3.98%2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR353.4K shares-8.35%2026-03-312026-05-11

CDNS CADENCE DESIGN SYSTEM INC62.3K shares-4.13%2026-03-312026-05-11

SYK STRYKER CORPORATION52.3K shares-0.88%2026-03-312026-05-11

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY216.1K shares0.55%2026-03-312026-05-11

BCS BARCLAYS PLC801.1K shares4.35%2026-03-312026-05-11

Sponsored

ADP AUTOMATIC DATA PROCESSING IN81.9K shares-4.42%2026-03-312026-05-11

GILD GILEAD SCIENCES INC118.0K shares3.20%2026-03-312026-05-11

PNC PNC FINL SVCS GROUP INC78.9K shares4.62%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC102.4K shares25.69%2026-03-312026-05-11

CENCORA INC CENCORA INC52.2K shares10.20%2026-03-312026-05-11

TT TRANE TECHNOLOGIES PLC39.3K shares0.35%2026-03-312026-05-11

PH PARKER-HANNIFIN CORP18.2K shares-5.01%2026-03-312026-05-11

GWW WW GRAINGER INC14.9K shares2.73%2026-03-312026-05-11

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN102.7K shares4.36%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP26.5K shares2.81%2026-03-312026-05-11

DFIV DIMENSIONAL ETF TRUST297.2K shares-15.34%2026-03-312026-05-11

STEW SRH TOTAL RETURN FUND INC910.2K shares-2.49%2026-03-312026-05-11

TMUS T-MOBILE US INC73.1K shares8.42%2026-03-312026-05-11

KBDC KAYNE ANDERSON BDC INC1.1M shares-17.38%2026-03-312026-05-11

CME CME GROUP INC51.1K shares7.64%2026-03-312026-05-11

NOW SERVICENOW INC143.9K shares-6.82%2026-03-312026-05-11

Sponsored

AMT AMERICAN TOWER CORP87.0K shares-1.84%2026-03-312026-05-11

ECL ECOLAB INC56.3K shares-1.13%2026-03-312026-05-11

QCOM QUALCOMM INC115.3K shares-5.53%2026-03-312026-05-11

RELX RELX PLC446.9K shares58.65%2026-03-312026-05-11

HSBC HSBC HLDGS PLC176.2K shares5.58%2026-03-312026-05-11

NOC NORTHROP GRUMMAN CORP21.3K shares3.92%2026-03-312026-05-11

EAGG ISHARES TR302.4K shares6.58%2026-03-312026-05-11

TRV TRAVELERS COMPANIES INC49.0K shares4.51%2026-03-312026-05-11

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ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND71.6K shares-8.38%2026-03-312026-05-11

URI UNITED RENTALS INC19.4K shares0.53%2026-03-312026-05-11

MTDR MATADOR RES CO223.4K shares-5.39%2026-03-312026-05-11

SPYX SPDR SERIES TRUST266.1K shares0.00%2026-03-312026-05-11

MPC MARATHON PETE CORP57.8K shares-1.10%2026-03-312026-05-11

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EDD MORGAN STANLEY EMERGING MKTS2.8M shares23.85%2026-03-312026-05-11

USB US BANCORP269.6K shares5.37%2026-03-312026-05-11

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MLM MARTIN MARIETTA MATLS INC23.8K shares-5.14%2026-03-312026-05-11

AVLV AMERICAN CENTY ETF TR172.0K shares5.38%2026-03-312026-05-11

BMY BRISTOL-MYERS SQUIBB CO226.9K shares22.10%2026-03-312026-05-11

ORLY OREILLY AUTOMOTIVE INC149.0K shares6.69%2026-03-312026-05-11

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC138.3K shares8.19%2026-03-312026-05-11

PLD PROLOGIS INC.103.2K shares5.07%2026-03-312026-05-11

DMB BNY MELLON MUN BD INFRASTRUC1.3M shares-2.94%2026-03-312026-05-11

GUG GUGGENHEIM ACTIVE ALLOC FD888.9K shares-8.92%2026-03-312026-05-11

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VRT VERTIV HOLDINGS CO53.9K shares-4.00%2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC155.1K shares24.31%2026-03-312026-05-11

DVN DEVON ENERGY CORP NEW267.3K shares0.82%2026-03-312026-05-11

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ING ING GROEP N.V.508.8K shares17.18%2026-03-312026-05-11

MO ALTRIA GROUP INC200.5K shares0.65%2026-03-312026-05-11

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NMAI NUVEEN MULTI ASSET INCOME FU1.1M shares-13.31%2026-03-312026-05-11

MPWR MONOLITHIC PWR SYS INC12.0K shares2.87%2026-03-312026-05-11

SO SOUTHERN CO135.2K shares1.72%2026-03-312026-05-11

SUSL ISHARES TR114.5K shares14.78%2026-03-312026-05-11

DISV DIMENSIONAL ETF TRUST329.0K shares-3.94%2026-03-312026-05-11

ICF ISHARES TR208.8K shares-1.84%2026-03-312026-05-11

AZO AUTOZONE INC3.8K shares1.57%2026-03-312026-05-11

THE CIGNA GROUP THE CIGNA GROUP48.4K shares4.83%2026-03-312026-05-11

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SHEL SHELL PLC138.3K shares2.64%2026-03-312026-05-11

IWP ISHARES TR100.2K shares8.15%2026-03-312026-05-11

BWG BRANDYWINEGBL GBL INCM OPP F1.7M shares0.11%2026-03-312026-05-11

FITB FIFTH THIRD BANCORP275.1K shares97.44%2026-03-312026-05-11

VLO VALERO ENERGY CORP51.6K shares2.03%2026-03-312026-05-11

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ITW ILLINOIS TOOL WKS INC48.4K shares2.05%2026-03-312026-05-11

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EPD ENTERPRISE PRODS PARTNERS L330.4K shares0.91%2026-03-312026-05-11

EQIX EQUINIX INC12.7K shares3.20%2026-03-312026-05-11

AON PLC AON PLC38.7K shares-0.63%2026-03-312026-05-11

RSG REPUBLIC SVCS INC56.9K shares33.44%2026-03-312026-05-11

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REGN REGENERON PHARMACEUTICALS15.9K shares6.62%2026-03-312026-05-11

BLACKSTONE INC BLACKSTONE INC106.7K shares11.65%2026-03-312026-05-11

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SE SEA LTD147.5K shares13.39%2026-03-312026-05-11

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GHC GRAHAM HLDGS CO11.3K shares0.35%2026-03-312026-05-11

PSX PHILLIPS 6665.6K shares-1.57%2026-03-312026-05-11

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VAC MARRIOTT VACATIONS WORLDWIDE178.5K shares-0.17%2026-03-312026-05-11

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HWM HOWMET AEROSPACE INC50.0K shares-3.13%2026-03-312026-05-11

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FTI TECHNIPFMC PLC164.3K shares-6.88%2026-03-312026-05-11

MCO MOODYS CORP26.0K shares0.77%2026-03-312026-05-11

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BSX BOSTON SCIENTIFIC CORP180.3K shares2.29%2026-03-312026-05-11

GM GENERAL MTRS CO151.1K shares0.66%2026-03-312026-05-11

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ALL ALLSTATE CORP53.4K shares0.69%2026-03-312026-05-11

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PHG KONINKLIJKE PHILIPS N V403.0K shares6.31%2026-03-312026-05-11

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IDXX IDEXX LABS INC19.5K shares3.67%2026-03-312026-05-11

MSI MOTOROLA SOLUTIONS INC25.1K shares11.31%2026-03-312026-05-11

BK BANK NEW YORK MELLON CORP91.1K shares-3.68%2026-03-312026-05-11

DVY ISHARES TR71.4K shares5.12%2026-03-312026-05-11

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TPL TEXAS PACIFIC LAND CORPORATI22.7K shares3.27%2026-03-312026-05-11

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CHW CALAMOS GBL DYN INCOME FUND1.5M shares6.44%2026-03-312026-05-11

BP BP PLC227.8K shares-29.29%2026-03-312026-05-11

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WELL WELLTOWER INC53.8K shares11.72%2026-03-312026-05-11

ACGL ARCH CAP GROUP LTD110.6K shares2.24%2026-03-312026-05-11

APP APPLOVIN CORP26.5K shares-6.24%2026-03-312026-05-11

NET CLOUDFLARE INC51.0K shares18.26%2026-03-312026-05-11

CCL CARNIVAL CORP405.0K shares-2.14%2026-03-312026-05-11

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SHW SHERWIN WILLIAMS CO32.3K shares-5.68%2026-03-312026-05-11

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JCI JOHNSON CONTROLS INTERNATION78.8K shares7.77%2026-03-312026-05-11

CSX CSX CORP251.6K shares0.92%2026-03-312026-05-11

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HLT HILTON WORLDWIDE HLDGS INC33.6K shares-3.88%2026-03-312026-05-11

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SHYG ISHARES TR240.5K shares-4.25%2026-03-312026-05-11

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IYW ISHARES TR55.8K shares-0.85%2026-03-312026-05-11

EAD ALLSPRING INCOME OPPORTUNIT1.6M shares2.30%2026-03-312026-05-11

BKR BAKER HUGHES COMPANY175.2K shares-1.70%2026-03-312026-05-11

IWV ISHARES TR26.8K shares4.50%2026-03-312026-05-11

TDG TRANSDIGM GROUP INC8.6K shares18.47%2026-03-312026-05-11

HAL HALLIBURTON CO252.1K shares-1.47%2026-03-312026-05-11

NATIONAL GRID PLC NATIONAL GRID PLC116.2K shares-15.71%2026-03-312026-05-11

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SPMD SPDR SERIES TRUST165.5K shares1.16%2026-03-312026-05-11

HCA HCA HEALTHCARE INC20.7K shares1.20%2026-03-312026-05-11

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EEM ISHARES TR171.2K shares-18.04%2026-03-312026-05-11

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MYI BLACKROCK MUNIYIELD QUALITY895.3K shares5602.45%2026-03-312026-05-11

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IVOO VANGUARD ADMIRAL FDS INC80.2K shares-2.10%2026-03-312026-05-11

MNST MONSTER BEVERAGE CORP NEW126.5K shares9.60%2026-03-312026-05-11

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CTVA CORTEVA INC107.7K shares0.09%2026-03-312026-05-11

AEP AMERICAN ELEC PWR CO INC68.1K shares2.88%2026-03-312026-05-11

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WSM WILLIAMS SONOMA INC36.7K shares-0.63%2026-03-312026-05-11

Sponsored

MDYG SPDR SERIES TRUST69.6K shares0.00%2026-03-312026-05-11

VIOV VANGUARD ADMIRAL FDS INC65.4K shares-9.76%2026-03-312026-05-11

PAYX PAYCHEX INC72.2K shares40.02%2026-03-312026-05-11

DGRO ISHARES TR94.7K shares72.04%2026-03-312026-05-11

ENSG ENSIGN GROUP INC32.5K shares1.17%2026-03-312026-05-11

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D3.5K shares0.03%2026-03-312026-05-11

RS RELIANCE INC21.3K shares1.73%2026-03-312026-05-11

CNQ CANADIAN NAT RES LTD MED TER132.9K shares7.58%2026-03-312026-05-11

Sponsored

AVDE AMERICAN CENTY ETF TR76.1K shares-0.67%2026-03-312026-05-11

MTB M & T BK CORP31.1K shares-1.36%2026-03-312026-05-11

CVSB MORGAN STANLEY ETF TRUST126.2K shares74.83%2026-03-312026-05-11

SNN SMITH & NEPHEW PLC200.6K shares30.56%2026-03-312026-05-11

LNG CHENIERE ENERGY INC22.5K shares23.41%2026-03-312026-05-11

DFUS DIMENSIONAL ETF TRUST89.4K shares0.16%2026-03-312026-05-11

HSY HERSHEY CO30.3K shares-6.64%2026-03-312026-05-11

DB DEUTSCHE BK AG211.1K shares29.73%2026-03-312026-05-11

Sponsored

REGL PROSHARES TR72.7K shares0.00%2026-03-312026-05-11

ATI ATI INC43.1K shares-4.86%2026-03-312026-05-11

TPR TAPESTRY INC44.5K shares-3.07%2026-03-312026-05-11

RF REGIONS FINANCIAL CORP NEW239.0K shares0.00%2026-03-312026-05-11

PUK PRUDENTIAL PLC218.9K shares-12.66%2026-03-312026-05-11

DGX QUEST DIAGNOSTICS INC31.7K shares-7.19%2026-03-312026-05-11

SRE SEMPRA63.3K shares9.74%2026-03-312026-05-11

STERIS PLC STERIS PLC27.7K shares-1.93%2026-03-312026-05-11

Sponsored

CBRE CBRE GROUP INC44.9K shares-2.29%2026-03-312026-05-11

CTRA COTERRA ENERGY INC172.7K shares-1.36%2026-03-312026-05-11

ETR ENTERGY CORP NEW53.8K shares-2.56%2026-03-312026-05-11

WBD WARNER BROS DISCOVERY INC220.0K shares0.02%2026-03-312026-05-11

IVV

ISHARES TR

2.25%

Shares2.3M

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

-1.83%

Shares2.2M

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

1.89%

Shares1.7M

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

5.27%

Shares2.9M

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

-2.68%

Shares1.7M

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

0.32%

Shares3.4M

Event2026-03-31

Filed2026-05-11

MDY

STATE STR SPDR S&P MIDCAP 40

-0.79%

Shares840.2K

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR

1.12%

Shares7.1M

Event2026-03-31

Filed2026-05-11

IWB

ISHARES TR

0.23%

Shares1.1M

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

13.73%

Shares5.3M

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

-0.91%

Shares1.5M

Event2026-03-31

Filed2026-05-11

IJR

ISHARES TR

2.27%

Shares2.3M

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

3.19%

Shares833.0K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-0.90%

Shares905.6K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

10.70%

Shares836.6K

Event2026-03-31

Filed2026-05-11

IGF

ISHARES TR

1.19%

Shares3.7M

Event2026-03-31

Filed2026-05-11

COCA COLA CO

0.15%

Shares3.3M

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-1.15%

Shares853.0K

Event2026-03-31

Filed2026-05-11

VYM

VANGUARD WHITEHALL FDS

0.07%

Shares1.4M

Event2026-03-31

Filed2026-05-11

BRK.A

BERKSHIRE HATHAWAY INC DEL

1.79%

Shares285

Event2026-03-31

Filed2026-05-11

IWM

ISHARES TR

-2.28%

Shares786.5K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

0.76%

Shares403.8K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

4.61%

Shares504.7K

Event2026-03-31

Filed2026-05-11

IWR

ISHARES TR

-0.20%

Shares1.9M

Event2026-03-31

Filed2026-05-11

BROADCOM INC

6.26%

Shares562.1K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

0.65%

Shares598.0K

Event2026-03-31

Filed2026-05-11

META

META PLATFORMS INC

2.11%

Shares293.5K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

0.76%

Shares493.6K

Event2026-03-31

Filed2026-05-11

VONG

VANGUARD SCOTTSDALE FDS

8.93%

Shares1.3M

Event2026-03-31

Filed2026-05-11

DIS

DISNEY WALT CO

-1.19%

Shares1.4M

Event2026-03-31

Filed2026-05-11

SPDW

SPDR INDEX SHS FDS

-1.60%

Shares2.9M

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-2.79%

Shares479.6K

Event2026-03-31

Filed2026-05-11

VTEB

VANGUARD MUN BD FDS

0.86%

Shares2.4M

Event2026-03-31

Filed2026-05-11

IWF

ISHARES TR

1.18%

Shares273.7K

Event2026-03-31

Filed2026-05-11

SDY

SPDR SERIES TRUST

1.46%

Shares782.7K

Event2026-03-31

Filed2026-05-11

VONV

VANGUARD SCOTTSDALE FDS

-1.53%

Shares1.2M

Event2026-03-31

Filed2026-05-11

IEMG

ISHARES INC

15.23%

Shares1.6M

Event2026-03-31

Filed2026-05-11

VWO

VANGUARD INTL EQUITY INDEX F

2.89%

Shares2.0M

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

1.76%

Shares115.5K

Event2026-03-31

Filed2026-05-11

IWD

ISHARES TR

-3.89%

Shares469.6K

Event2026-03-31

Filed2026-05-11

BND

VANGUARD BD INDEX FDS

1.50%

Shares1.3M

Event2026-03-31

Filed2026-05-11

DFSV

DIMENSIONAL ETF TRUST

-0.86%

Shares2.8M

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

6.45%

Shares392.0K

Event2026-03-31

Filed2026-05-11

EFA

ISHARES TR

4.46%

Shares969.1K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

-1.72%

Shares94.2K

Event2026-03-31

Filed2026-05-11

DFIC

DIMENSIONAL ETF TRUST

-3.54%

Shares2.6M

Event2026-03-31

Filed2026-05-11

DFLV

DIMENSIONAL ETF TRUST

-0.22%

Shares2.6M

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

-0.99%

Shares536.6K

Event2026-03-31

Filed2026-05-11

SLAB

SILICON LABORATORIES INC

0.01%

Shares425.0K

Event2026-03-31

Filed2026-05-11

VISA INC

-1.18%

Shares290.5K

Event2026-03-31

Filed2026-05-11

DFAX

DIMENSIONAL ETF TRUST

-4.21%

Shares2.5M

Event2026-03-31

Filed2026-05-11

NFLX

NETFLIX INC.

7.08%

Shares892.2K

Event2026-03-31

Filed2026-05-11

IWN

ISHARES TR

4.51%

Shares414.9K

Event2026-03-31

Filed2026-05-11

MASTERCARD INCORPORATED

1.83%

Shares155.6K

Event2026-03-31

Filed2026-05-11

TJX

TJX COS INC NEW

-4.09%

Shares465.3K

Event2026-03-31

Filed2026-05-11

TSM

TAIWAN SEMICONDUCTOR MANUFAC

6.58%

Shares203.4K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

-1.84%

Shares551.9K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

-3.51%

Shares154.2K

Event2026-03-31

Filed2026-05-11

MAR

MARRIOTT INTL INC NEW

-0.15%

Shares202.2K

Event2026-03-31

Filed2026-05-11

DUHP

DIMENSIONAL ETF TRUST

3.01%

Shares1.8M

Event2026-03-31

Filed2026-05-11

EFV

ISHARES TR

-1.49%

Shares869.5K

Event2026-03-31

Filed2026-05-11

CRWD

CROWDSTRIKE HLDGS INC

-86.64%

Shares161.2K

Event2026-03-31

Filed2026-05-11

DFAS

DIMENSIONAL ETF TRUST

47.98%

Shares854.6K

Event2026-03-31

Filed2026-05-11

VNQ

VANGUARD INDEX FDS

-1.53%

Shares679.7K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION

4.06%

Shares281.1K

Event2026-03-31

Filed2026-05-11

MERCK & CO INC

2.35%

Shares480.6K

Event2026-03-31

Filed2026-05-11

DFCF

DIMENSIONAL ETF TRUST

-1.58%

Shares1.4M

Event2026-03-31

Filed2026-05-11

HOME DEPOT INC

-2.75%

Shares171.5K

Event2026-03-31

Filed2026-05-11

KDP

KEURIG DR PEPPER INC

0.03%

Shares2.1M

Event2026-03-31

Filed2026-05-11

DFUV

DIMENSIONAL ETF TRUST

-6.15%

Shares1.2M

Event2026-03-31

Filed2026-05-11

LAM RESEARCH CORP

2.40%

Shares262.4K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC

4.04%

Shares247.5K

Event2026-03-31

Filed2026-05-11

MICRON TECHNOLOGY INC

-1.27%

Shares154.8K

Event2026-03-31

Filed2026-05-11

XLK

SELECT SECTOR SPDR TR

0.28%

Shares384.5K

Event2026-03-31

Filed2026-05-11

VSS

VANGUARD INTL EQUITY INDEX F

6.51%

Shares349.6K

Event2026-03-31

Filed2026-05-11

DFSU

DIMENSIONAL ETF TRUST

19.88%

Shares1.2M

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

-0.05%

Shares86.6K

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

11.81%

Shares546.7K

Event2026-03-31

Filed2026-05-11

CGMM

CAPITAL GROUP EQUITY ETF TR

13978.05%

Shares1.7M

Event2026-03-31

Filed2026-05-11

ORCL

ORACLE CORP

-0.47%

Shares330.1K

Event2026-03-31

Filed2026-05-11

BAC

BANK AMERICA CORP

-1.49%

Shares992.8K

Event2026-03-31

Filed2026-05-11

GE AEROSPACE

2.02%

Shares169.1K

Event2026-03-31

Filed2026-05-11

AMAT

APPLIED MATLS INC

1.56%

Shares139.9K

Event2026-03-31

Filed2026-05-11

PHILIP MORRIS INTL INC

4.81%

Shares287.5K

Event2026-03-31

Filed2026-05-11

ASGN

ASGN INC

29.29%

Shares1.2M

Event2026-03-31

Filed2026-05-11

CAT

CATERPILLAR INC

1.50%

Shares64.8K

Event2026-03-31

Filed2026-05-11

CSCO

CISCO SYS INC

1.18%

Shares578.4K

Event2026-03-31

Filed2026-05-11

MHD

BLACKROCK MUNIHOLDINGS FD IN

279.68%

Shares3.9M

Event2026-03-31

Filed2026-05-11

ACWI

ISHARES TR

-0.06%

Shares317.2K

Event2026-03-31

Filed2026-05-11

UBER

UBER TECHNOLOGIES INC

-0.49%

Shares604.3K

Event2026-03-31

Filed2026-05-11

VBK

VANGUARD INDEX FDS

23.65%

Shares140.7K

Event2026-03-31

Filed2026-05-11

GEV

GE VERNOVA INC

2.50%

Shares48.6K

Event2026-03-31

Filed2026-05-11

VIG

VANGUARD SPECIALIZED FUNDS

-7.58%

Shares196.8K

Event2026-03-31

Filed2026-05-11

IGSB

ISHARES TR

3.57%

Shares791.1K

Event2026-03-31

Filed2026-05-11

VIOO

VANGUARD ADMIRAL FDS INC

660.15%

Shares353.9K

Event2026-03-31

Filed2026-05-11

SPEM

SPDR INDEX SHS FDS

1.88%

Shares865.2K

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE CO

0.47%

Shares279.5K

Event2026-03-31

Filed2026-05-11

IVW

ISHARES TR

11.13%

Shares353.0K

Event2026-03-31

Filed2026-05-11

AMD

ADVANCED MICRO DEVICES INC

5.13%

Shares192.6K

Event2026-03-31

Filed2026-05-11

GOLDMAN SACHS GROUP INC

2.52%

Shares45.8K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

24.01%

Shares89.9K

Event2026-03-31

Filed2026-05-11

VTWG

VANGUARD SCOTTSDALE FDS

-1.63%

Shares168.6K

Event2026-03-31

Filed2026-05-11

IWO

ISHARES TR

-12.55%

Shares121.5K

Event2026-03-31

Filed2026-05-11

DFNM

DIMENSIONAL ETF TRUST

-2.07%

Shares788.2K

Event2026-03-31

Filed2026-05-11

RTX

RTX CORPORATION

0.88%

Shares192.6K

Event2026-03-31

Filed2026-05-11

BTT

BLACKROCK MUN TARGET TERM TR

-12.03%

Shares1.6M

Event2026-03-31

Filed2026-05-11

LINDE PLC

7.91%

Shares72.6K

Event2026-03-31

Filed2026-05-11

DHR

DANAHER CORP DEL

2.14%

Shares189.3K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

5.82%

Shares115.6K

Event2026-03-31

Filed2026-05-11

VTWV

VANGUARD SCOTTSDALE FDS

2.35%

Shares211.2K

Event2026-03-31

Filed2026-05-11

CMCSA

COMCAST CORP NEW

2.38%

Shares1.2M

Event2026-03-31

Filed2026-05-11

MMC

MARSH & MCLENNAN COS INC

-0.85%

Shares200.3K

Event2026-03-31

Filed2026-05-11

TMO

THERMO FISHER SCIENTIFIC INC

-10.17%

Shares70.2K

Event2026-03-31

Filed2026-05-11

VXUS

VANGUARD STAR FDS

5.98%

Shares443.0K

Event2026-03-31

Filed2026-05-11

VBR

VANGUARD INDEX FDS

6.60%

Shares157.2K

Event2026-03-31

Filed2026-05-11

WFC

WELLS FARGO & CO

-1.90%

Shares423.8K

Event2026-03-31

Filed2026-05-11

DFSI

DIMENSIONAL ETF TRUST

9.55%

Shares795.0K

Event2026-03-31

Filed2026-05-11

ASTRAZENECA PLC

New

Shares170.4K

Event2026-03-31

Filed2026-05-11

ASML

ASML HLDG NV

2.98%

Shares25.2K

Event2026-03-31

Filed2026-05-11

CHUBB LTD SWITZ

3.75%

Shares102.2K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO INC

-5.50%

Shares213.2K

Event2026-03-31

Filed2026-05-11

AFB

ALLIANCEBERNSTEIN NATL MUN I

12.62%

Shares3.1M

Event2026-03-31

Filed2026-05-11

AMGN

AMGEN INC

0.35%

Shares92.3K

Event2026-03-31

Filed2026-05-11

AXP

AMERICAN EXPRESS CO

3.42%

Shares106.7K

Event2026-03-31

Filed2026-05-11

UNH

UNITEDHEALTH GROUP INC

-7.34%

Shares118.9K

Event2026-03-31

Filed2026-05-11

PGR

PROGRESSIVE CORP

-13.04%

Shares159.4K

Event2026-03-31

Filed2026-05-11

LOW

LOWES COS INC

1.04%

Shares132.5K

Event2026-03-31

Filed2026-05-11

AVDV

AMERICAN CENTY ETF TR

3.79%

Shares312.8K

Event2026-03-31

Filed2026-05-11

DFAU

DIMENSIONAL ETF TRUST

2.38%

Shares680.2K

Event2026-03-31

Filed2026-05-11

JBBB

JANUS DETROIT STR TR

20.99%

Shares650.1K

Event2026-03-31

Filed2026-05-11

UNP

UNION PAC CORP

0.89%

Shares122.9K

Event2026-03-31

Filed2026-05-11

DFAI

DIMENSIONAL ETF TRUST

0.50%

Shares755.9K

Event2026-03-31

Filed2026-05-11

MORGAN STANLEY

-2.29%

Shares176.1K

Event2026-03-31

Filed2026-05-11

OEF

ISHARES TR

-4.15%

Shares90.6K

Event2026-03-31

Filed2026-05-11

IBM

INTERNATIONAL BUSINESS MACHS

2.49%

Shares118.6K

Event2026-03-31

Filed2026-05-11

NDAQ

NASDAQ INC

-6.47%

Shares332.0K

Event2026-03-31

Filed2026-05-11

VEU

VANGUARD INTL EQUITY INDEX F

5.12%

Shares371.3K

Event2026-03-31

Filed2026-05-11

SHOP

SHOPIFY INC

18.03%

Shares233.5K

Event2026-03-31

Filed2026-05-11

ISRG

INTUITIVE SURGICAL INC

9.31%

Shares58.9K

Event2026-03-31

Filed2026-05-11

ABT

ABBOTT LABORATORIES

-1.24%

Shares263.6K

Event2026-03-31

Filed2026-05-11

SCHD

SCHWAB STRATEGIC TR

-2.78%

Shares877.2K

Event2026-03-31

Filed2026-05-11

VERIZON COMMUNICATIONS INC

3.96%

Shares532.4K

Event2026-03-31

Filed2026-05-11

AVUV

AMERICAN CENTY ETF TR

-1.78%

Shares241.7K

Event2026-03-31

Filed2026-05-11

EATON CORP PLC

-0.19%

Shares74.3K

Event2026-03-31

Filed2026-05-11

NEE

NEXTERA ENERGY INC

0.96%

Shares283.3K

Event2026-03-31

Filed2026-05-11

MFM

MFS MUN INCOME TR

3.87%

Shares4.8M

Event2026-03-31

Filed2026-05-11

ENERGY TRANSFER L P

44.46%

Shares1.3M

Event2026-03-31

Filed2026-05-11

KLAC

KLA CORP

5.32%

Shares17.4K

Event2026-03-31

Filed2026-05-11

INVESCO EXCHANGE TRADED FD T

-0.10%

Shares534.2K

Event2026-03-31

Filed2026-05-11

VGT

VANGUARD WORLD FD

-0.94%

Shares36.1K

Event2026-03-31

Filed2026-05-11

DEERE & CO

1.22%

Shares43.9K

Event2026-03-31

Filed2026-05-11

INTU

INTUIT

5.88%

Shares56.8K

Event2026-03-31

Filed2026-05-11

IVE

ISHARES TR

1.55%

Shares116.1K

Event2026-03-31

Filed2026-05-11

HON

HONEYWELL INTL INC

0.61%

Shares107.7K

Event2026-03-31

Filed2026-05-11

DFSE

DIMENSIONAL ETF TRUST

10.67%

Shares570.4K

Event2026-03-31

Filed2026-05-11

APH

AMPHENOL CORP

-0.55%

Shares190.4K

Event2026-03-31

Filed2026-05-11

GLW

CORNING INC

-2.32%

Shares176.7K

Event2026-03-31

Filed2026-05-11

EFG

ISHARES TR

43.99%

Shares215.4K

Event2026-03-31

Filed2026-05-11

PLTR

PALANTIR TECHNOLOGIES INC

-1.76%

Shares163.9K

Event2026-03-31

Filed2026-05-11

VMBS

VANGUARD SCOTTSDALE FDS

-0.04%

Shares510.3K

Event2026-03-31

Filed2026-05-11

COP

CONOCOPHILLIPS

-2.74%

Shares178.9K

Event2026-03-31

Filed2026-05-11

LEO

BNY MELLON STRATEGIC MUNS IN

-1.11%

Shares3.7M

Event2026-03-31

Filed2026-05-11

AT&T INC

5.86%

Shares805.1K

Event2026-03-31

Filed2026-05-11

BOEING CO

28.26%

Shares116.3K

Event2026-03-31

Filed2026-05-11

TXN

TEXAS INSTRS INC

5.24%

Shares118.5K

Event2026-03-31

Filed2026-05-11

XLE

SELECT SECTOR SPDR TR

0.03%

Shares374.5K

Event2026-03-31

Filed2026-05-11

MUB

ISHARES TR

-2.43%

Shares213.1K

Event2026-03-31

Filed2026-05-11

DOMINION ENERGY INC

1.00%

Shares360.2K

Event2026-03-31

Filed2026-05-11

SAP

SAP SE

33.29%

Shares129.4K

Event2026-03-31

Filed2026-05-11

IYR

ISHARES TR

-1.23%

Shares233.8K

Event2026-03-31

Filed2026-05-11

SPGI

S&P GLOBAL INC

-5.70%

Shares51.2K

Event2026-03-31

Filed2026-05-11

ESML

ISHARES TR

-0.48%

Shares461.5K

Event2026-03-31

Filed2026-05-11

DHF

BNY MELLON HIGH YIELD STRATE

23.70%

Shares8.8M

Event2026-03-31

Filed2026-05-11

DASH

DOORDASH INC

0.22%

Shares141.4K

Event2026-03-31

Filed2026-05-11

GLO

CLOUGH GLOBAL OPPORTUNITIES

42.74%

Shares3.8M

Event2026-03-31

Filed2026-05-11

XLU

SELECT SECTOR SPDR TR

0.25%

Shares461.9K

Event2026-03-31

Filed2026-05-11

DFAT

DIMENSIONAL ETF TRUST

-17.27%

Shares336.7K

Event2026-03-31

Filed2026-05-11

ADI

ANALOG DEVICES INC

3.12%

Shares66.0K

Event2026-03-31

Filed2026-05-11

NVS

NOVARTIS AG

15.24%

Shares136.9K

Event2026-03-31

Filed2026-05-11

MCK

MCKESSON CORP

1.42%

Shares23.9K

Event2026-03-31

Filed2026-05-11

NBH

NEUBERGER MUN FD INC

16.95%

Shares2.0M

Event2026-03-31

Filed2026-05-11

COF

CAPITAL ONE FINL CORP

-3.62%

Shares112.2K

Event2026-03-31

Filed2026-05-11

VOOV

VANGUARD ADMIRAL FDS INC

-59.86%

Shares98.4K

Event2026-03-31

Filed2026-05-11

BLACKROCK INC

0.20%

Shares20.8K

Event2026-03-31

Filed2026-05-11

CITIGROUP INC

7.23%

Shares175.8K

Event2026-03-31

Filed2026-05-11

VONE

VANGUARD SCOTTSDALE FDS

1.37%

Shares67.5K

Event2026-03-31

Filed2026-05-11

VRTX

VERTEX PHARMACEUTICALS INC

-2.94%

Shares44.3K

Event2026-03-31

Filed2026-05-11

VYMI

VANGUARD WHITEHALL FDS

0.14%

Shares207.7K

Event2026-03-31

Filed2026-05-11

NEM

NEWMONT CORP

3.29%

Shares180.7K

Event2026-03-31

Filed2026-05-11

PWR

QUANTA SVCS INC

20.23%

Shares35.4K

Event2026-03-31

Filed2026-05-11

DSM

BNY MELLON STRATEGIC MUN BD

-3.04%

Shares3.2M

Event2026-03-31

Filed2026-05-11

SCHW

SCHWAB CHARLES CORP

1.35%

Shares203.8K

Event2026-03-31

Filed2026-05-11

INTC

INTEL CORP

8.76%

Shares433.8K

Event2026-03-31

Filed2026-05-11

KYN

KAYNE ANDERSON ENERGY INFRST

-2.64%

Shares1.3M

Event2026-03-31

Filed2026-05-11

XLY

SELECT SECTOR SPDR TR

-2.38%

Shares172.9K

Event2026-03-31

Filed2026-05-11

CRM

SALESFORCE INC

6.04%

Shares100.1K

Event2026-03-31

Filed2026-05-11

AVES

AMERICAN CENTY ETF TR

-1.52%

Shares303.7K

Event2026-03-31

Filed2026-05-11

SPOT

SPOTIFY TECHNOLOGY S A

25.40%

Shares37.6K

Event2026-03-31

Filed2026-05-11

BKNG

BOOKING HOLDINGS INC

2.38%

Shares4.3K

Event2026-03-31

Filed2026-05-11

LITE

LUMENTUM HLDGS INC

-22.47%

Shares25.5K

Event2026-03-31

Filed2026-05-11

SEAGATE TECHNOLOGY HLDNGS PL

20.61%

Shares45.6K

Event2026-03-31

Filed2026-05-11

PFE

PFIZER INC

11.59%

Shares635.0K

Event2026-03-31

Filed2026-05-11

ROST

ROSS STORES INC

-3.98%

Shares81.0K

Event2026-03-31

Filed2026-05-11

XLF

SELECT SECTOR SPDR TR

-8.35%

Shares353.4K

Event2026-03-31

Filed2026-05-11

CDNS

CADENCE DESIGN SYSTEM INC

-4.13%

Shares62.3K

Event2026-03-31

Filed2026-05-11

SYK

STRYKER CORPORATION

-0.88%

Shares52.3K

Event2026-03-31

Filed2026-05-11

CANADIAN PACIFIC KANSAS CITY

0.55%

Shares216.1K

Event2026-03-31

Filed2026-05-11

BCS

BARCLAYS PLC

4.35%

Shares801.1K

Event2026-03-31

Filed2026-05-11

ADP

AUTOMATIC DATA PROCESSING IN

-4.42%

Shares81.9K

Event2026-03-31

Filed2026-05-11

GILD

GILEAD SCIENCES INC

3.20%

Shares118.0K

Event2026-03-31

Filed2026-05-11

PNC

PNC FINL SVCS GROUP INC

4.62%

Shares78.9K

Event2026-03-31

Filed2026-05-11

PANW

PALO ALTO NETWORKS INC

25.69%

Shares102.4K

Event2026-03-31

Filed2026-05-11

CENCORA INC

10.20%

Shares52.2K

Event2026-03-31

Filed2026-05-11

TRANE TECHNOLOGIES PLC

0.35%

Shares39.3K

Event2026-03-31

Filed2026-05-11

PARKER-HANNIFIN CORP

-5.01%

Shares18.2K

Event2026-03-31

Filed2026-05-11

GWW

WW GRAINGER INC

2.73%

Shares14.9K

Event2026-03-31

Filed2026-05-11

ICE

INTERCONTINENTAL EXCHANGE IN

4.36%

Shares102.7K

Event2026-03-31

Filed2026-05-11

LMT

LOCKHEED MARTIN CORP

2.81%

Shares26.5K

Event2026-03-31

Filed2026-05-11

DFIV

DIMENSIONAL ETF TRUST

-15.34%

Shares297.2K

Event2026-03-31

Filed2026-05-11

STEW

SRH TOTAL RETURN FUND INC

-2.49%

Shares910.2K

Event2026-03-31

Filed2026-05-11

TMUS

T-MOBILE US INC

8.42%

Shares73.1K

Event2026-03-31

Filed2026-05-11

KBDC

KAYNE ANDERSON BDC INC

-17.38%

Shares1.1M

Event2026-03-31

Filed2026-05-11

CME

CME GROUP INC

7.64%

Shares51.1K

Event2026-03-31

Filed2026-05-11

NOW

SERVICENOW INC

-6.82%

Shares143.9K

Event2026-03-31

Filed2026-05-11

AMT

AMERICAN TOWER CORP

-1.84%

Shares87.0K

Event2026-03-31

Filed2026-05-11

ECL

ECOLAB INC

-1.13%

Shares56.3K

Event2026-03-31

Filed2026-05-11

QCOM

QUALCOMM INC

-5.53%

Shares115.3K

Event2026-03-31

Filed2026-05-11

RELX

RELX PLC

58.65%

Shares446.9K

Event2026-03-31

Filed2026-05-11

HSBC

HSBC HLDGS PLC

5.58%

Shares176.2K

Event2026-03-31

Filed2026-05-11

NOC

NORTHROP GRUMMAN CORP

3.92%

Shares21.3K

Event2026-03-31

Filed2026-05-11

EAGG

ISHARES TR

6.58%

Shares302.4K

Event2026-03-31

Filed2026-05-11

TRV

TRAVELERS COMPANIES INC

4.51%

Shares49.0K

Event2026-03-31

Filed2026-05-11

ACCENTURE PLC IRELAND

-8.38%

Shares71.6K

Event2026-03-31

Filed2026-05-11

URI

UNITED RENTALS INC

0.53%

Shares19.4K

Event2026-03-31

Filed2026-05-11

MTDR

MATADOR RES CO

-5.39%

Shares223.4K

Event2026-03-31

Filed2026-05-11

SPYX

SPDR SERIES TRUST

0.00%

Shares266.1K

Event2026-03-31

Filed2026-05-11

MPC

MARATHON PETE CORP

-1.10%

Shares57.8K

Event2026-03-31

Filed2026-05-11

WASTE MGMT INC DEL

2.14%

Shares61.4K

Event2026-03-31

Filed2026-05-11

EDD

MORGAN STANLEY EMERGING MKTS

23.85%

Shares2.8M

Event2026-03-31

Filed2026-05-11

USB

US BANCORP

5.37%

Shares269.6K

Event2026-03-31

Filed2026-05-11

MLM

MARTIN MARIETTA MATLS INC

-5.14%

Shares23.8K

Event2026-03-31

Filed2026-05-11

AVLV

AMERICAN CENTY ETF TR

5.38%

Shares172.0K

Event2026-03-31

Filed2026-05-11

BMY

BRISTOL-MYERS SQUIBB CO

22.10%

Shares226.9K

Event2026-03-31

Filed2026-05-11

ORLY

OREILLY AUTOMOTIVE INC

6.69%

Shares149.0K

Event2026-03-31

Filed2026-05-11

MARVELL TECHNOLOGY INC

8.19%

Shares138.3K

Event2026-03-31

Filed2026-05-11

PLD

PROLOGIS INC.

5.07%

Shares103.2K

Event2026-03-31

Filed2026-05-11

DMB

BNY MELLON MUN BD INFRASTRUC

-2.94%

Shares1.3M

Event2026-03-31

Filed2026-05-11

GUG

GUGGENHEIM ACTIVE ALLOC FD

-8.92%

Shares888.9K

Event2026-03-31

Filed2026-05-11

VRT

VERTIV HOLDINGS CO

-4.00%

Shares53.9K

Event2026-03-31

Filed2026-05-11

MEDTRONIC PLC

24.31%

Shares155.1K

Event2026-03-31

Filed2026-05-11

DVN

DEVON ENERGY CORP NEW

0.82%

Shares267.3K

Event2026-03-31

Filed2026-05-11

DUKE ENERGY CORP NEW

-2.79%

Shares102.4K

Event2026-03-31

Filed2026-05-11

ING

ING GROEP N.V.

17.18%

Shares508.8K

Event2026-03-31

Filed2026-05-11

ALTRIA GROUP INC

0.65%

Shares200.5K

Event2026-03-31

Filed2026-05-11

SBUX

STARBUCKS CORP

-2.55%

Shares147.3K

Event2026-03-31

Filed2026-05-11

ARISTA NETWORKS INC

-1.48%

Shares107.2K

Event2026-03-31

Filed2026-05-11

NMAI

NUVEEN MULTI ASSET INCOME FU

-13.31%

Shares1.1M

Event2026-03-31

Filed2026-05-11

MPWR

MONOLITHIC PWR SYS INC

2.87%

Shares12.0K

Event2026-03-31

Filed2026-05-11

SOUTHERN CO

1.72%

Shares135.2K

Event2026-03-31

Filed2026-05-11

SUSL

ISHARES TR

14.78%

Shares114.5K

Event2026-03-31

Filed2026-05-11

DISV

DIMENSIONAL ETF TRUST

-3.94%

Shares329.0K

Event2026-03-31

Filed2026-05-11

ICF

ISHARES TR

-1.84%

Shares208.8K

Event2026-03-31

Filed2026-05-11

AZO

AUTOZONE INC

1.57%

Shares3.8K

Event2026-03-31

Filed2026-05-11

THE CIGNA GROUP

4.83%

Shares48.4K

Event2026-03-31

Filed2026-05-11

SHEL

SHELL PLC

2.64%

Shares138.3K

Event2026-03-31

Filed2026-05-11

IWP

ISHARES TR

8.15%

Shares100.2K

Event2026-03-31

Filed2026-05-11

BWG

BRANDYWINEGBL GBL INCM OPP F

0.11%

Shares1.7M

Event2026-03-31

Filed2026-05-11

FITB

FIFTH THIRD BANCORP

97.44%

Shares275.1K

Event2026-03-31

Filed2026-05-11

VLO

VALERO ENERGY CORP

2.03%

Shares51.6K

Event2026-03-31

Filed2026-05-11

CMI

CUMMINS INC

-9.20%

Shares23.6K

Event2026-03-31

Filed2026-05-11

WMB

WILLIAMS COS INC

12.41%

Shares173.5K

Event2026-03-31

Filed2026-05-11

ITW

ILLINOIS TOOL WKS INC

2.05%

Shares48.4K

Event2026-03-31

Filed2026-05-11

EPD

ENTERPRISE PRODS PARTNERS L

0.91%

Shares330.4K

Event2026-03-31

Filed2026-05-11

EQIX

EQUINIX INC

3.20%

Shares12.7K

Event2026-03-31

Filed2026-05-11

AON PLC

-0.63%

Shares38.7K

Event2026-03-31

Filed2026-05-11

RSG

REPUBLIC SVCS INC

33.44%

Shares56.9K

Event2026-03-31

Filed2026-05-11

AFL

AFLAC INC

-0.50%

Shares112.7K

Event2026-03-31

Filed2026-05-11

ISHARES GOLD TR

-1.55%

Shares139.7K

Event2026-03-31

Filed2026-05-11

REGN

REGENERON PHARMACEUTICALS

6.62%

Shares15.9K

Event2026-03-31

Filed2026-05-11

BLACKSTONE INC

11.65%

Shares106.7K

Event2026-03-31

Filed2026-05-11

SEA LTD

13.39%

Shares147.5K

Event2026-03-31

Filed2026-05-11

CVS

CVS HEALTH CORP

-6.94%

Shares169.3K

Event2026-03-31

Filed2026-05-11

BTI

BRITISH AMERN TOB PLC

27.45%

Shares207.8K

Event2026-03-31

Filed2026-05-11

IHDG

WISDOMTREE TR

-2.20%

Shares251.9K

Event2026-03-31

Filed2026-05-11

EGP

EASTGROUP PPTYS INC

-2.03%

Shares65.2K

Event2026-03-31

Filed2026-05-11

DFAR

DIMENSIONAL ETF TRUST

-15.74%

Shares509.8K

Event2026-03-31

Filed2026-05-11

VTWO

VANGUARD SCOTTSDALE FDS

2.46%

Shares119.9K

Event2026-03-31

Filed2026-05-11

NVO

NOVO-NORDISK A S

-5.61%

Shares325.7K

Event2026-03-31

Filed2026-05-11

GHC

GRAHAM HLDGS CO

0.35%

Shares11.3K

Event2026-03-31

Filed2026-05-11

PSX

PHILLIPS 66

-1.57%

Shares65.6K

Event2026-03-31

Filed2026-05-11

SCZ

ISHARES TR

-0.61%

Shares152.3K

Event2026-03-31

Filed2026-05-11

LHX

L3HARRIS TECHNOLOGIES INC

0.48%

Shares34.5K

Event2026-03-31

Filed2026-05-11

SLB

SLB LIMITED

-0.45%

Shares227.1K

Event2026-03-31

Filed2026-05-11

SMFG

SUMITOMO MITSUI FIN GRP INC

1.08%

Shares590.7K

Event2026-03-31

Filed2026-05-11

SNDK

SANDISK CORP

15.91%

Shares18.3K

Event2026-03-31

Filed2026-05-11

VAC

MARRIOTT VACATIONS WORLDWIDE

-0.17%

Shares178.5K

Event2026-03-31

Filed2026-05-11

HWM

HOWMET AEROSPACE INC

-3.13%

Shares50.0K

Event2026-03-31

Filed2026-05-11

HEFA

ISHARES TR

0.00%

Shares270.9K

Event2026-03-31

Filed2026-05-11

OKE

ONEOK INC NEW

3.93%

Shares126.9K

Event2026-03-31

Filed2026-05-11

GENERAL DYNAMICS CORP

6.92%

Shares33.4K

Event2026-03-31

Filed2026-05-11

SCHE

SCHWAB STRATEGIC TR

-2.62%

Shares346.1K

Event2026-03-31

Filed2026-05-11

FTAI AVIATION LTD

-18.98%

Shares46.4K

Event2026-03-31

Filed2026-05-11

FTI

TECHNIPFMC PLC

-6.88%

Shares164.3K

Event2026-03-31

Filed2026-05-11

MCO

MOODYS CORP

0.77%

Shares26.0K

Event2026-03-31

Filed2026-05-11

BSX

BOSTON SCIENTIFIC CORP

2.29%

Shares180.3K

Event2026-03-31

Filed2026-05-11

GENERAL MTRS CO

0.66%

Shares151.1K

Event2026-03-31

Filed2026-05-11

FDX

FEDEX CORP

1.52%

Shares31.5K

Event2026-03-31

Filed2026-05-11

SPYM

SPDR SERIES TRUST

0.64%

Shares146.0K

Event2026-03-31

Filed2026-05-11

FIX

COMFORT SYS USA INC

0.02%

Shares8.1K

Event2026-03-31

Filed2026-05-11

CEG

CONSTELLATION ENERGY CORP

-1.03%

Shares40.0K

Event2026-03-31

Filed2026-05-11

INVESCO EXCHANGE TRADED FD T

3.10%

Shares57.8K

Event2026-03-31

Filed2026-05-11

ALL

ALLSTATE CORP

0.69%

Shares53.4K

Event2026-03-31

Filed2026-05-11

PHG

KONINKLIJKE PHILIPS N V

6.31%

Shares403.0K

Event2026-03-31

Filed2026-05-11

XLI

SELECT SECTOR SPDR TR

-4.23%

Shares68.2K

Event2026-03-31

Filed2026-05-11

AWF

ALLIANCEBERNSTEIN GLOBAL HIG

New

Shares1.1M

Event2026-03-31

Filed2026-05-11

VANGUARD INTL EQUITY INDEX F

2.55%

Shares79.2K

Event2026-03-31

Filed2026-05-11

IDXX

IDEXX LABS INC

3.67%

Shares19.5K

Event2026-03-31

Filed2026-05-11

MSI

MOTOROLA SOLUTIONS INC

11.31%

Shares25.1K

Event2026-03-31

Filed2026-05-11

BANK NEW YORK MELLON CORP

-3.68%

Shares91.1K

Event2026-03-31

Filed2026-05-11

DVY

ISHARES TR

5.12%

Shares71.4K

Event2026-03-31

Filed2026-05-11

SNY

SANOFI SA

-6.59%

Shares224.1K

Event2026-03-31

Filed2026-05-11

TPL

TEXAS PACIFIC LAND CORPORATI

3.27%

Shares22.7K

Event2026-03-31

Filed2026-05-11

AMCOR PLC

New

Shares270.7K

Event2026-03-31

Filed2026-05-11

TGT

TARGET CORP

37.53%

Shares88.7K

Event2026-03-31

Filed2026-05-11

CHW

CALAMOS GBL DYN INCOME FUND

6.44%

Shares1.5M

Event2026-03-31

Filed2026-05-11

BP PLC

-29.29%

Shares227.8K

Event2026-03-31

Filed2026-05-11

SAN

BANCO SANTANDER SA

2.09%

Shares953.0K

Event2026-03-31

Filed2026-05-11

ADBE

ADOBE INC

-6.39%

Shares44.0K

Event2026-03-31

Filed2026-05-11

WELL

WELLTOWER INC

11.72%

Shares53.8K

Event2026-03-31

Filed2026-05-11

ACGL

ARCH CAP GROUP LTD

2.24%

Shares110.6K

Event2026-03-31

Filed2026-05-11

APP

APPLOVIN CORP

-6.24%

Shares26.5K

Event2026-03-31

Filed2026-05-11

NET

CLOUDFLARE INC

18.26%

Shares51.0K

Event2026-03-31

Filed2026-05-11

CCL

CARNIVAL CORP

-2.14%

Shares405.0K

Event2026-03-31

Filed2026-05-11

MMM

3M CO

-1.17%

Shares71.5K

Event2026-03-31

Filed2026-05-11

SHW

SHERWIN WILLIAMS CO

-5.68%

Shares32.3K

Event2026-03-31

Filed2026-05-11

FSCO

FS CREDIT OPPORTUNITIES CORP

New

Shares2.0M

Event2026-03-31

Filed2026-05-11

JCI

JOHNSON CONTROLS INTERNATION

7.77%

Shares78.8K

Event2026-03-31

Filed2026-05-11

CSX

CSX CORP

0.92%

Shares251.6K

Event2026-03-31

Filed2026-05-11

FAST

FASTENAL CO

-3.13%

Shares221.7K

Event2026-03-31

Filed2026-05-11

EMR

EMERSON ELEC CO

-3.27%

Shares78.5K

Event2026-03-31

Filed2026-05-11

LPLA

LPL FINL HLDGS INC

-3.70%

Shares34.0K

Event2026-03-31

Filed2026-05-11

HLT

HILTON WORLDWIDE HLDGS INC

-3.88%

Shares33.6K

Event2026-03-31

Filed2026-05-11

FS SPECIALTY LENDING FD

86.34%

Shares815.7K

Event2026-03-31

Filed2026-05-11

SHYG

ISHARES TR

-4.25%

Shares240.5K

Event2026-03-31

Filed2026-05-11

IYW

ISHARES TR

-0.85%

Shares55.8K

Event2026-03-31

Filed2026-05-11

EAD

ALLSPRING INCOME OPPORTUNIT

2.30%

Shares1.6M

Event2026-03-31

Filed2026-05-11

BKR

BAKER HUGHES COMPANY

-1.70%

Shares175.2K

Event2026-03-31

Filed2026-05-11

IWV

ISHARES TR

4.50%

Shares26.8K

Event2026-03-31

Filed2026-05-11

TDG

TRANSDIGM GROUP INC

18.47%

Shares8.6K

Event2026-03-31

Filed2026-05-11

HAL

HALLIBURTON CO

-1.47%

Shares252.1K

Event2026-03-31

Filed2026-05-11

NATIONAL GRID PLC

-15.71%

Shares116.2K

Event2026-03-31

Filed2026-05-11

MUFG

MITSUBISHI UFJ FINANCIAL GRO

0.19%

Shares578.1K

Event2026-03-31

Filed2026-05-11

SPMD

SPDR SERIES TRUST

1.16%

Shares165.5K

Event2026-03-31

Filed2026-05-11

HCA

HCA HEALTHCARE INC

1.20%

Shares20.7K

Event2026-03-31

Filed2026-05-11

RCL

ROYAL CARIBBEAN GROUP

1.36%

Shares35.4K

Event2026-03-31

Filed2026-05-11

EEM

ISHARES TR

-18.04%

Shares171.2K

Event2026-03-31

Filed2026-05-11

ADSK

AUTODESK INC

-0.89%

Shares40.4K

Event2026-03-31

Filed2026-05-11

EOG

EOG RES INC

3.72%

Shares66.6K

Event2026-03-31

Filed2026-05-11

YUM

YUM BRANDS INC

2.51%

Shares61.4K

Event2026-03-31

Filed2026-05-11

GAM

GENERAL AMERN INVS CO INC

-7.14%

Shares161.7K

Event2026-03-31

Filed2026-05-11

MYI

BLACKROCK MUNIYIELD QUALITY

5602.45%

Shares895.3K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

8.14%

Shares47.8K

Event2026-03-31

Filed2026-05-11

UPS

UNITED PARCEL SVCS INC

8.35%

Shares95.0K

Event2026-03-31

Filed2026-05-11

EFR

EATON VANCE SR FLTNG RTE TR

-26.60%

Shares881.0K

Event2026-03-31

Filed2026-05-11

BUD

ANHEUSER BUSCH INBEV SA NV

-15.53%

Shares132.9K

Event2026-03-31

Filed2026-05-11

NU HLDGS LTD

-6.56%

Shares638.5K

Event2026-03-31

Filed2026-05-11

IVOO

VANGUARD ADMIRAL FDS INC

-2.10%

Shares80.2K

Event2026-03-31

Filed2026-05-11

MNST

MONSTER BEVERAGE CORP NEW

9.60%

Shares126.5K

Event2026-03-31

Filed2026-05-11

ELV

ELEVANCE HEALTH INC FORMERLY

-9.83%

Shares31.2K

Event2026-03-31

Filed2026-05-11

DLR

DIGITAL RLTY TR INC

6.84%

Shares50.7K

Event2026-03-31

Filed2026-05-11

ESGV

VANGUARD WORLD FD

0.00%

Shares81.2K

Event2026-03-31

Filed2026-05-11

KROGER CO

3.26%

Shares125.3K

Event2026-03-31

Filed2026-05-11

TFC

TRUIST FINL CORP

2.53%

Shares196.7K

Event2026-03-31

Filed2026-05-11

SGHT

SIGHT SCIENCES INC

233.73%

Shares2.4M

Event2026-03-31

Filed2026-05-11

CTVA

CORTEVA INC

0.09%

Shares107.7K

Event2026-03-31

Filed2026-05-11

AEP

AMERICAN ELEC PWR CO INC

2.88%

Shares68.1K

Event2026-03-31

Filed2026-05-11

EMD

WESTERN ASSET EMERGING MKTS

-29.87%

Shares905.6K

Event2026-03-31

Filed2026-05-11

MOAT

VANECK ETF TRUST

-42.21%

Shares91.8K

Event2026-03-31

Filed2026-05-11

SUNBELT RENTALS HOLDINGS INC

New

Shares136.1K

Event2026-03-31

Filed2026-05-11

NKE

NIKE INC

-9.78%

Shares166.8K

Event2026-03-31

Filed2026-05-11

PCAR

PACCAR INC

4.54%

Shares76.0K

Event2026-03-31

Filed2026-05-11

COHERENT CORP

-4.29%

Shares36.7K

Event2026-03-31

Filed2026-05-11

DDOG

DATADOG INC

15.15%

Shares73.9K

Event2026-03-31

Filed2026-05-11

NATWEST GROUP PLC

51.49%

Shares581.0K

Event2026-03-31

Filed2026-05-11

UPST

UPSTART HLDGS INC

0.33%

Shares337.3K

Event2026-03-31

Filed2026-05-11

CRCL

CIRCLE INTERNET GROUP INC

3183.01%

Shares90.2K

Event2026-03-31

Filed2026-05-11

PDX

PIMCO DYNAMIC INCOME STRATEG

New

Shares388.7K

Event2026-03-31

Filed2026-05-11

MDLZ

MONDELEZ INTL INC

0.17%

Shares148.1K

Event2026-03-31

Filed2026-05-11

UBS

UBS GROUP AG

-2.07%

Shares219.2K

Event2026-03-31

Filed2026-05-11

SPG

SIMON PPTY GROUP INC NEW

1.89%

Shares45.5K

Event2026-03-31

Filed2026-05-11

VOTE

TCW ETF TRUST

0.00%

Shares111.2K

Event2026-03-31

Filed2026-05-11

VDE

VANGUARD WORLD FD

-0.66%

Shares48.9K

Event2026-03-31

Filed2026-05-11

CFG

CITIZENS FINL GROUP INC

-2.59%

Shares140.9K

Event2026-03-31

Filed2026-05-11

WDC

WESTERN DIGITAL CORP

-0.88%

Shares31.2K

Event2026-03-31

Filed2026-05-11

FFIV

F5 INC

20.08%

Shares29.1K

Event2026-03-31

Filed2026-05-11

SNOW

SNOWFLAKE INC

3.98%

Shares55.8K

Event2026-03-31

Filed2026-05-11

EBAY

EBAY INC.

5.60%

Shares92.3K

Event2026-03-31

Filed2026-05-11

MET

METLIFE INC

-9.21%

Shares117.9K

Event2026-03-31

Filed2026-05-11

BBVA

BANCO BILBAO VIZCAYA ARGENTA

7.92%

Shares384.8K

Event2026-03-31

Filed2026-05-11

SDHY

PGIM SHORT DUR HIG YLD OPP F

-37.15%

Shares518.9K

Event2026-03-31

Filed2026-05-11

DEO

DIAGEO PLC

22.30%

Shares111.7K

Event2026-03-31

Filed2026-05-11

APD

AIR PRODUCTS AND CHEMICALS I

-0.94%

Shares28.6K

Event2026-03-31

Filed2026-05-11

ARCC

ARES CAPITAL CORP

17.98%

Shares459.8K

Event2026-03-31

Filed2026-05-11

LYB

LYONDELLBASELL INDUSTRIES NV

22.02%

Shares102.6K

Event2026-03-31

Filed2026-05-11

AMP

AMERIPRISE FINL INC

6.31%

Shares18.6K

Event2026-03-31

Filed2026-05-11

AJG

GALLAGHER ARTHUR J & CO

0.53%

Shares37.9K

Event2026-03-31

Filed2026-05-11

IJS

ISHARES TR

11.77%

Shares69.3K

Event2026-03-31

Filed2026-05-11

TEI

TEMPLETON EMERGING MKTS INCO

35.67%

Shares1.4M

Event2026-03-31

Filed2026-05-11

TRGP

TARGA RES CORP

1.85%

Shares32.7K

Event2026-03-31

Filed2026-05-11

TSLX

SIXTH STREET SPECIALTY LENDI

New

Shares442.9K

Event2026-03-31

Filed2026-05-11

IOT

SAMSARA INC

2.04%

Shares256.1K

Event2026-03-31

Filed2026-05-11

MELI

MERCADOLIBRE INC

-20.77%

Shares4.7K

Event2026-03-31

Filed2026-05-11

XLV

SELECT SECTOR SPDR TR

-1.50%

Shares55.0K

Event2026-03-31

Filed2026-05-11

AIG

AMERICAN INTL GROUP INC

-3.55%

Shares106.9K

Event2026-03-31

Filed2026-05-11

HEDJ

WISDOMTREE TR

0.00%

Shares153.2K

Event2026-03-31

Filed2026-05-11

UNILEVER PLC

4.14%

Shares139.2K

Event2026-03-31

Filed2026-05-11

ROAD

CONSTRUCTION PARTNERS INC

-0.89%

Shares71.3K

Event2026-03-31

Filed2026-05-11

MAA

MID-AMER APT CMNTYS INC

-2.20%

Shares61.1K

Event2026-03-31

Filed2026-05-11

PRU

PRUDENTIAL FINL INC

-8.01%

Shares80.7K

Event2026-03-31

Filed2026-05-11

FMN

FEDERATED HERMES PREM MUNI I

29.31%

Shares715.9K

Event2026-03-31

Filed2026-05-11

ITOT

ISHARES TR

-8.56%

Shares54.6K

Event2026-03-31

Filed2026-05-11

NSC

NORFOLK SOUTHN CORP

-2.67%

Shares27.1K

Event2026-03-31

Filed2026-05-11

COLGATE PALMOLIVE CO

-2.68%

Shares90.9K

Event2026-03-31

Filed2026-05-11

BSV

VANGUARD BD INDEX FDS

66.98%

Shares98.8K

Event2026-03-31

Filed2026-05-11

MFG

MIZUHO FINANCIAL GROUP INC

3.86%

Shares971.3K

Event2026-03-31

Filed2026-05-11

BGX

BLACKSTONE LONG SHORT CR INC

80.32%

Shares706.9K

Event2026-03-31

Filed2026-05-11

KMI

KINDER MORGAN INC DEL

5.33%

Shares228.2K

Event2026-03-31

Filed2026-05-11

FERGUSON ENTERPRISES INC

0.02%

Shares32.7K

Event2026-03-31

Filed2026-05-11

CTAS

CINTAS CORP

8.06%

Shares45.1K

Event2026-03-31

Filed2026-05-11

IBN

ICICI BANK LIMITED

-10.67%

Shares294.0K

Event2026-03-31

Filed2026-05-11

RLTY

COHEN & STEERS REAL ESTATE O

15.46%

Shares523.4K

Event2026-03-31

Filed2026-05-11

MKL

MARKEL GROUP INC

1.93%

Shares4.0K

Event2026-03-31

Filed2026-05-11

NUE

NUCOR CORP

3.68%

Shares44.7K

Event2026-03-31

Filed2026-05-11

USHY

ISHARES TR

-44.86%

Shares203.5K

Event2026-03-31

Filed2026-05-11

CARR

CARRIER GLOBAL CORPORATION

-3.01%

Shares132.9K

Event2026-03-31

Filed2026-05-11

STT

STATE STR CORP

-4.29%

Shares59.1K

Event2026-03-31

Filed2026-05-11

EME

EMCOR GROUP INC

4.17%

Shares10.1K

Event2026-03-31

Filed2026-05-11

EWJ

ISHARES INC

1.59%

Shares88.0K

Event2026-03-31

Filed2026-05-11

FCX

FREEPORT MCMORAN INC

4.64%

Shares125.5K

Event2026-03-31

Filed2026-05-11

ELAN

ELANCO ANIMAL HEALTH INC

-5.00%

Shares305.5K

Event2026-03-31

Filed2026-05-11

TE CONNECTIVITY PLC

12.48%

Shares34.9K

Event2026-03-31

Filed2026-05-11

JLL

JONES LANG LASALLE INC

-6.97%

Shares23.9K

Event2026-03-31

Filed2026-05-11

SYY

SYSCO CORP

6.50%

Shares101.6K

Event2026-03-31

Filed2026-05-11

CIEN

CIENA CORP

11.93%

Shares18.6K

Event2026-03-31

Filed2026-05-11

SCHV

SCHWAB STRATEGIC TR

3.82%

Shares234.4K

Event2026-03-31

Filed2026-05-11

CBOE

CBOE GLOBAL MKTS INC

3.13%

Shares25.4K

Event2026-03-31

Filed2026-05-11

TER

TERADYNE INC

-1.79%

Shares24.0K

Event2026-03-31

Filed2026-05-11

FMDE

FIDELITY COVINGTON TRUST

2.59%

Shares197.2K

Event2026-03-31

Filed2026-05-11

SNPS

SYNOPSYS INC

2.10%

Shares17.9K

Event2026-03-31

Filed2026-05-11

DPG

DUFF & PHELPS UTLITY AND INF

26.39%

Shares490.2K

Event2026-03-31

Filed2026-05-11

VTHR

VANGUARD SCOTTSDALE FDS

0.01%

Shares24.5K

Event2026-03-31

Filed2026-05-11

ABNB

AIRBNB INC

15.78%

Shares55.5K

Event2026-03-31

Filed2026-05-11

WCN

WASTE CONNECTIONS INC

8.07%

Shares43.0K

Event2026-03-31

Filed2026-05-11

VXF

VANGUARD INDEX FDS

-1.81%

Shares33.9K

Event2026-03-31

Filed2026-05-11

SONY

SONY GROUP CORP

16.24%

Shares336.5K

Event2026-03-31

Filed2026-05-11

XEL

XCEL ENERGY INC

-4.63%

Shares87.4K

Event2026-03-31

Filed2026-05-11

SLYG

SPDR SERIES TRUST

155.14%

Shares71.9K

Event2026-03-31

Filed2026-05-11

ROYAL BK CDA

-35.39%

Shares42.9K

Event2026-03-31

Filed2026-05-11

DELL

DELL TECHNOLOGIES INC

23.21%

Shares42.3K

Event2026-03-31

Filed2026-05-11

RFMZ

RIVERNORTH FLEXIBLE MUNI INC

57.54%

Shares546.1K

Event2026-03-31

Filed2026-05-11

IJT

ISHARES TR

85.29%

Shares47.7K

Event2026-03-31

Filed2026-05-11

XYZ

BLOCK INC

15.28%

Shares114.6K

Event2026-03-31

Filed2026-05-11

ROK

ROCKWELL AUTOMATION INC

0.24%

Shares19.2K

Event2026-03-31

Filed2026-05-11

LOEWS CORP

0.18%

Shares64.1K

Event2026-03-31

Filed2026-05-11

AXON

AXON ENTERPRISE INC

5.20%

Shares16.0K

Event2026-03-31

Filed2026-05-11

DFAE

DIMENSIONAL ETF TRUST

40.80%

Shares200.5K

Event2026-03-31

Filed2026-05-11

PAGP

PLAINS GP HLDGS L P

-86.41%

Shares279.5K

Event2026-03-31

Filed2026-05-11

ZTS

ZOETIS INC

12.77%

Shares57.4K

Event2026-03-31

Filed2026-05-11

EDWARDS LIFESCIENCES CORP

10.69%

Shares84.6K

Event2026-03-31

Filed2026-05-11

PAA

PLAINS ALL AMERN PIPELINE L

-86.16%

Shares302.4K

Event2026-03-31

Filed2026-05-11

MTZ

MASTEC INC

-4.05%

Shares21.0K

Event2026-03-31

Filed2026-05-11

WSM

WILLIAMS SONOMA INC

-0.63%

Shares36.7K

Event2026-03-31

Filed2026-05-11

MDYG

SPDR SERIES TRUST

0.00%

Shares69.6K

Event2026-03-31

Filed2026-05-11

VIOV

VANGUARD ADMIRAL FDS INC

-9.76%

Shares65.4K

Event2026-03-31

Filed2026-05-11

PAYX

PAYCHEX INC

40.02%

Shares72.2K

Event2026-03-31

Filed2026-05-11

DGRO

ISHARES TR

72.04%

Shares94.7K

Event2026-03-31

Filed2026-05-11

ENSG

ENSIGN GROUP INC

1.17%

Shares32.5K

Event2026-03-31

Filed2026-05-11

FIRST CTZNS BANCSHARES INC D

0.03%

Shares3.5K

Event2026-03-31

Filed2026-05-11

RELIANCE INC

1.73%

Shares21.3K

Event2026-03-31

Filed2026-05-11

CNQ

CANADIAN NAT RES LTD MED TER

7.58%

Shares132.9K

Event2026-03-31

Filed2026-05-11

AVDE

AMERICAN CENTY ETF TR

-0.67%

Shares76.1K

Event2026-03-31

Filed2026-05-11

MTB

M & T BK CORP

-1.36%

Shares31.1K

Event2026-03-31

Filed2026-05-11

CVSB

MORGAN STANLEY ETF TRUST

74.83%

Shares126.2K

Event2026-03-31

Filed2026-05-11

SNN

SMITH & NEPHEW PLC

30.56%

Shares200.6K

Event2026-03-31

Filed2026-05-11

LNG

CHENIERE ENERGY INC

23.41%

Shares22.5K

Event2026-03-31

Filed2026-05-11

DFUS

DIMENSIONAL ETF TRUST

0.16%

Shares89.4K

Event2026-03-31

Filed2026-05-11

HSY

HERSHEY CO

-6.64%

Shares30.3K

Event2026-03-31

Filed2026-05-11

DEUTSCHE BK AG

29.73%

Shares211.1K

Event2026-03-31

Filed2026-05-11

REGL

PROSHARES TR

0.00%

Shares72.7K

Event2026-03-31

Filed2026-05-11

ATI

ATI INC

-4.86%

Shares43.1K

Event2026-03-31

Filed2026-05-11

TPR

TAPESTRY INC

-3.07%

Shares44.5K

Event2026-03-31

Filed2026-05-11

REGIONS FINANCIAL CORP NEW

0.00%

Shares239.0K

Event2026-03-31

Filed2026-05-11

PUK

PRUDENTIAL PLC

-12.66%

Shares218.9K

Event2026-03-31

Filed2026-05-11

DGX

QUEST DIAGNOSTICS INC

-7.19%

Shares31.7K

Event2026-03-31

Filed2026-05-11

SRE

SEMPRA

9.74%

Shares63.3K

Event2026-03-31

Filed2026-05-11

STERIS PLC

-1.93%

Shares27.7K

Event2026-03-31

Filed2026-05-11

CBRE

CBRE GROUP INC

-2.29%

Shares44.9K

Event2026-03-31

Filed2026-05-11

CTRA

COTERRA ENERGY INC

-1.36%

Shares172.7K

Event2026-03-31

Filed2026-05-11

ETR

ENTERGY CORP NEW

-2.56%

Shares53.8K

Event2026-03-31

Filed2026-05-11

WBD

WARNER BROS DISCOVERY INC

0.02%

Shares220.0K

Event2026-03-31

Filed2026-05-11

Call Option Holdings

TSLA Call CallTESLA INC3.2K shares-13.51%2026-03-312026-05-11

NVDA Call CallNVIDIA CORPORATION1.0K shares0.00%2026-03-312026-05-11

SYM Call CallSYMBOTIC INC2.0K sharesnew addition2026-03-312026-05-11

GLD Call CallSPDR GOLD TR1.0K sharesnew addition2026-03-312026-05-11

MARVELL TECHNOLOGY INC Call CallMARVELL TECHNOLOGY INC1.0K sharesnew addition2026-03-312026-05-11

PLTR Call CallPALANTIR TECHNOLOGIES INC400 shares0.00%2026-03-312026-05-11

COPX Call CallGLOBAL X FDS2.5K sharesnew addition2026-03-312026-05-11

ALPHABET INC Call CallALPHABET INC1.0K sharesnew addition2026-03-312026-05-11

BROADCOM INC Call CallBROADCOM INC100 sharesnew addition2026-03-312026-05-11

IBIT Call CallISHARES BITCOIN TRUST ETF4.0K shares-83.33%2026-03-312026-05-11

ICE Call CallINTERCONTINENTAL EXCHANGE IN500 sharesnew addition2026-03-312026-05-11

TTD Call CallTHE TRADE DESK INC2.0K shares0.00%2026-03-312026-05-11

HOOD Call CallROBINHOOD MKTS INC2.0K shares0.00%2026-03-312026-05-11

MSTR Call CallSTRATEGY INC400 shares-73.33%2026-03-312026-05-11

VALE Call CallVALE S A100 sharesnew addition2026-03-312026-05-11

TSLA Call

TESLA INC

-13.51%

Shares3.2K

Event2026-03-31

Filed2026-05-11

NVDA Call

NVIDIA CORPORATION

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-11

SYM Call

SYMBOTIC INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-11

GLD Call

SPDR GOLD TR

New

Shares1.0K

Event2026-03-31

Filed2026-05-11

MARVELL TECHNOLOGY INC Call

MARVELL TECHNOLOGY INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-11

PLTR Call

PALANTIR TECHNOLOGIES INC

0.00%

Shares400

Event2026-03-31

Filed2026-05-11

COPX Call

GLOBAL X FDS

New

Shares2.5K

Event2026-03-31

Filed2026-05-11

ALPHABET INC Call

ALPHABET INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-11

BROADCOM INC Call

BROADCOM INC

New

Shares100

Event2026-03-31

Filed2026-05-11

IBIT Call

ISHARES BITCOIN TRUST ETF

-83.33%

Shares4.0K

Event2026-03-31

Filed2026-05-11

ICE Call

INTERCONTINENTAL EXCHANGE IN

New

Shares500

Event2026-03-31

Filed2026-05-11

TTD Call

THE TRADE DESK INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-11

HOOD Call

ROBINHOOD MKTS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-11

MSTR Call

STRATEGY INC

-73.33%

Shares400

Event2026-03-31

Filed2026-05-11

VALE Call

VALE S A

New

Shares100

Event2026-03-31

Filed2026-05-11

Put Option Holdings

CRCL Put PutCIRCLE INTERNET GROUP INC85.0K sharesnew addition2026-03-312026-05-11

GLW Put PutCORNING INC200 sharesnew addition2026-03-312026-05-11

CRCL Put

CIRCLE INTERNET GROUP INC

New

Shares85.0K

Event2026-03-31

Filed2026-05-11

GLW Put

CORNING INC

New

Shares200

Event2026-03-31

Filed2026-05-11