Sponsored

The Analysis of Patriot Financial Group Insurance Agency, LLC's Holdings & P&L

Currently, Patriot Financial Group Insurance Agency, LLC holds 693 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in AAPL (+95.7K shares, valued at $24.3M), NVDA (+126.6K shares, valued at $22.1M), IVV (+30.8K shares, valued at $20.1M); decreased their positions in XLG (-36.8K shares, valued at $2.0M), N/A (-4.7K shares, valued at $574.1K), SBUX (-5.0K shares, valued at $451.0K); initiated new positions in MINT (+51.1K shares, valued at $5.1M), BXP (+74.8K shares, valued at $3.9M), GOVT (+154.9K shares, valued at $3.5M).

1M P&L

+46.1M+2.73%

3M P&L

-49.9M-2.80%

HY P&L

-19.2M-1.09%

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/A854.5M

54.3%

2Semiconductors62.2M

4.0%

3Software - Infrastructure62.1M

3.9%

Top Industries by Stock Count

1N/A335 stocks

51.5%

2Software - Infrastructure14 stocks

2.2%

3Software - Application14 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC173.2K shares123.64%2026-03-312026-04-22

IVV ISHARES TR61.4K shares100.57%2026-03-312026-04-22

NVDA NVIDIA CORPORATION223.3K shares130.82%2026-03-312026-04-22

MSFT MICROSOFT CORP99.0K shares121.09%2026-03-312026-04-22

ALPHABET INC ALPHABET INC111.5K shares140.74%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS47.4K shares111.59%2026-03-312026-04-22

DYNF BLACKROCK ETF TRUST450.2K shares126.10%2026-03-312026-04-22

AMZN AMAZON COM INC118.0K shares120.79%2026-03-312026-04-22

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL51.1K shares110.03%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO65.8K shares129.71%2026-03-312026-04-22

BALI BLACKROCK ETF TRUST612.7K shares137.99%2026-03-312026-04-22

META META PLATFORMS INC32.2K shares137.31%2026-03-312026-04-22

JEPI J P MORGAN EXCHANGE TRADED F314.1K shares99.26%2026-03-312026-04-22

VTI VANGUARD INDEX FDS55.3K shares140.54%2026-03-312026-04-22

SPYM SPDR SERIES TRUST228.0K shares130.91%2026-03-312026-04-22

ACWV ISHARES INC119.3K shares103.16%2026-03-312026-04-22

Sponsored

COST COSTCO WHOLESALE CORPORATION13.9K shares137.86%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC83.1K shares106.67%2026-03-312026-04-22

VO VANGUARD INDEX FDS47.4K shares100.27%2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR154.3K shares91.79%2026-03-312026-04-22

SCHG SCHWAB STRATEGIC TR465.9K shares90.53%2026-03-312026-04-22

IVW ISHARES TR118.9K shares107.54%2026-03-312026-04-22

SPYG SPDR SERIES TRUST135.3K shares102.94%2026-03-312026-04-22

XOM EXXON MOBIL CORP78.0K shares106.44%2026-03-312026-04-22

Sponsored

IGOV ISHARES TR319.4K shares108.34%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS60.4K shares77.45%2026-03-312026-04-22

WFC WELLS FARGO & CO161.7K shares121.11%2026-03-312026-04-22

VUG VANGUARD INDEX FDS28.4K shares100.84%2026-03-312026-04-22

DFAI DIMENSIONAL ETF TRUST313.3K shares99.72%2026-03-312026-04-22

V VISA INC40.3K shares362.72%2026-03-312026-04-22

JEPQ J P MORGAN EXCHANGE TRADED F206.9K shares98.51%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC78.0K shares107.22%2026-03-312026-04-22

Sponsored

PVAL PUTNAM ETF TRUST243.9K shares87.17%2026-03-312026-04-22

NFLX NETFLIX INC.115.4K shares94.96%2026-03-312026-04-22

BROADCOM INC BROADCOM INC35.0K shares79.74%2026-03-312026-04-22

IVE ISHARES TR50.2K shares93.12%2026-03-312026-04-22

QUAL ISHARES TR55.0K shares100.63%2026-03-312026-04-22

RTX RTX CORPORATION53.6K shares128.89%2026-03-312026-04-22

IXUS ISHARES TR119.1K shares109.28%2026-03-312026-04-22

TSLA TESLA INC27.3K shares115.33%2026-03-312026-04-22

Sponsored

AGG ISHARES TR101.3K shares110.71%2026-03-312026-04-22

LAM RESEARCH CORP LAM RESEARCH CORP45.6K shares78.06%2026-03-312026-04-22

FDVV FIDELITY COVINGTON TRUST174.9K shares100.58%2026-03-312026-04-22

JHMM JOHN HANCOCK EXCHANGE TRADED143.3K shares84.55%2026-03-312026-04-22

GVI ISHARES TR86.2K shares99.51%2026-03-312026-04-22

WMT WALMART INC71.9K shares44.44%2026-03-312026-04-22

SPDW SPDR INDEX SHS FDS189.2K shares92.72%2026-03-312026-04-22

BKNG BOOKING HOLDINGS INC2.0K shares114.48%2026-03-312026-04-22

Sponsored

SCHW SCHWAB CHARLES CORP89.5K shares112.00%2026-03-312026-04-22

RDVI FIRST TR EXCHANGE-TRADED FD327.2K shares110.14%2026-03-312026-04-22

JGRO J P MORGAN EXCHANGE TRADED F98.8K shares100.80%2026-03-312026-04-22

IUSB ISHARES TR177.3K shares99.36%2026-03-312026-04-22

COP CONOCOPHILLIPS61.0K shares102.25%2026-03-312026-04-22

CVX CHEVRON CORPORATION38.1K shares132.26%2026-03-312026-04-22

CMCSA COMCAST CORP NEW274.4K shares113.18%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE27.5K shares96.15%2026-03-312026-04-22

Sponsored

NEM NEWMONT CORP72.0K shares116.03%2026-03-312026-04-22

IEMG ISHARES INC110.8K shares41.66%2026-03-312026-04-22

BAI BLACKROCK ETF TRUST233.5K shares108.56%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC149.7K shares189.36%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T11.3K shares41.27%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC35.2K shares107.50%2026-03-312026-04-22

IJR ISHARES TR57.6K shares94.00%2026-03-312026-04-22

CGBL CAPITAL GROUP CORE BALANCED202.5K shares286.30%2026-03-312026-04-22

Sponsored

ILDR FIRST TR EXCHNG TRADED FD VI233.7K shares1675.31%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS46.4K shares132.70%2026-03-312026-04-22

AMAT APPLIED MATLS INC19.8K shares109.01%2026-03-312026-04-22

ABBV ABBVIE INC30.6K shares105.51%2026-03-312026-04-22

SIXO AIM ETF PRODUCTS TRUST197.2K shares96.73%2026-03-312026-04-22

SCHZ SCHWAB STRATEGIC TR285.7K shares104.76%2026-03-312026-04-22

THRO BLACKROCK ETF TRUST182.6K shares106.12%2026-03-312026-04-22

ADI ANALOG DEVICES INC20.5K shares108.48%2026-03-312026-04-22

Sponsored

JPIE J P MORGAN EXCHANGE TRADED F141.0K shares103.14%2026-03-312026-04-22

MA MASTERCARD INCORPORATED12.8K shares105.08%2026-03-312026-04-22

CAT CATERPILLAR INC9.0K shares354.31%2026-03-312026-04-22

GEV GE VERNOVA INC7.2K shares96.95%2026-03-312026-04-22

USTB VICTORY PORTFOLIOS II122.2K shares151.01%2026-03-312026-04-22

BIV VANGUARD BD INDEX FDS79.6K shares88.38%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS95.5K shares125.19%2026-03-312026-04-22

MEDTRONIC PLC MEDTRONIC PLC70.1K shares118.86%2026-03-312026-04-22

Sponsored

NVS NOVARTIS AG39.5K shares111.46%2026-03-312026-04-22

BDX BECTON DICKINSON & CO38.2K shares119.54%2026-03-312026-04-22

HD HOME DEPOT INC18.1K shares97.01%2026-03-312026-04-22

ALPHABET INC ALPHABET INC20.6K shares105.46%2026-03-312026-04-22

BAC BANK AMERICA CORP121.3K shares251.81%2026-03-312026-04-22

OMC OMNICOM GROUP INC77.1K shares121.24%2026-03-312026-04-22

QQQM INVESCO EXCH TRADED FD TR II24.0K shares83.27%2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR184.5K shares121.47%2026-03-312026-04-22

Sponsored

HWM HOWMET AEROSPACE INC24.3K shares95.33%2026-03-312026-04-22

CGDV CAPITAL GROUP DIVIDEND VALUE130.0K shares101.62%2026-03-312026-04-22

NEAR ISHARES U S ETF TR107.9K shares280.99%2026-03-312026-04-22

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP15.7K shares118.75%2026-03-312026-04-22

BK BANK NEW YORK MELLON CORP44.8K shares114.54%2026-03-312026-04-22

FLMI FRANKLIN TEMPLETON ETF TR212.5K shares115.61%2026-03-312026-04-22

BWZ SPDR SERIES TRUST191.4K shares105.85%2026-03-312026-04-22

MINT PIMCO ETF TR51.1K sharesnew addition2026-03-312026-04-22

Sponsored

ENB ENBRIDGE INC94.7K shares80.80%2026-03-312026-04-22

EFV ISHARES TR66.9K shares47.62%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR8.5K shares100.57%2026-03-312026-04-22

DIS DISNEY WALT CO50.7K shares218.26%2026-03-312026-04-22

ORCL ORACLE CORP33.0K shares25.95%2026-03-312026-04-22

CGDG CAPITAL GROUP DIVIDEND GROWE134.1K shares345.36%2026-03-312026-04-22

VB VANGUARD INDEX FDS18.3K shares99.96%2026-03-312026-04-22

EUHY ISHARES INC91.1K shares106.20%2026-03-312026-04-22

Sponsored

JNJ JOHNSON & JOHNSON19.6K shares2.01%2026-03-312026-04-22

MBB ISHARES TR50.2K shares106.73%2026-03-312026-04-22

BND VANGUARD BD INDEX FDS64.5K shares118.69%2026-03-312026-04-22

MCK MCKESSON CORP5.5K shares118.15%2026-03-312026-04-22

ONEQ FIDELITY COMWLTH TR55.0K shares137.73%2026-03-312026-04-22

SPBU AIM ETF PRODUCTS TRUST167.6K shares87.72%2026-03-312026-04-22

IJH ISHARES TR67.4K shares104.27%2026-03-312026-04-22

XTEN BONDBLOXX ETF TRUST96.7K shares114.34%2026-03-312026-04-22

Sponsored

DGRO ISHARES TR62.2K shares101.52%2026-03-312026-04-22

BLACKSKY TECHNOLOGY INC BLACKSKY TECHNOLOGY INC170.6K shares88.22%2026-03-312026-04-22

UNILEVER PLC UNILEVER PLC74.3K shares112.96%2026-03-312026-04-22

LINDE PLC LINDE PLC8.5K shares271.79%2026-03-312026-04-22

SPTM SPDR SERIES TRUST53.0K shares99.55%2026-03-312026-04-22

BARRICK MNG CORP BARRICK MNG CORP102.3K shares87.96%2026-03-312026-04-22

ITA ISHARES TR18.7K shares110.90%2026-03-312026-04-22

KGC KINROSS GOLD CORP131.9K shares93.78%2026-03-312026-04-22

Sponsored

SFLO VICTORY PORTFOLIOS II133.9K shares84.21%2026-03-312026-04-22

HELO J P MORGAN EXCHANGE TRADED F62.7K shares99.23%2026-03-312026-04-22

TCAF T ROWE PRICE ETF INC110.5K shares81.24%2026-03-312026-04-22

SPMO INVESCO EXCH TRADED FD TR II35.0K shares102.22%2026-03-312026-04-22

BXP BXP INC74.8K sharesnew addition2026-03-312026-04-22

IYW ISHARES TR21.4K shares102.01%2026-03-312026-04-22

NEE NEXTERA ENERGY INC41.2K shares235.64%2026-03-312026-04-22

RWJ INVESCO EXCH TRADED FD TR II75.2K shares106.09%2026-03-312026-04-22

Sponsored

PJAN INNOVATOR ETFS TRUST81.9K shares132.89%2026-03-312026-04-22

FSCO FS CREDIT OPPORTUNITIES CORP739.2K shares105.99%2026-03-312026-04-22

SPHQ INVESCO EXCHANGE TRADED FD T49.6K shares113.10%2026-03-312026-04-22

RWK INVESCO EXCH TRADED FD TR II27.8K shares114.32%2026-03-312026-04-22

GOVT ISHARES TR154.9K sharesnew addition2026-03-312026-04-22

MO ALTRIA GROUP INC53.3K shares86.27%2026-03-312026-04-22

CORO BLACKROCK ETF TRUST109.3K sharesnew addition2026-03-312026-04-22

CFO VICTORY PORTFOLIOS II46.8K shares99.57%2026-03-312026-04-22

Sponsored

PAUG INNOVATOR ETFS TRUST80.0K shares100.00%2026-03-312026-04-22

FTNT FORTINET INC41.2K shares103.50%2026-03-312026-04-22

PJUL INNOVATOR ETFS TRUST72.0K shares96.99%2026-03-312026-04-22

BUFF INNOVATOR ETFS TRUST65.7K shares105.34%2026-03-312026-04-22

LLY ELI LILLY & CO3.5K shares110.39%2026-03-312026-04-22

ACWX ISHARES TR46.9K sharesnew addition2026-03-312026-04-22

RPM RPM INTL INC31.9K shares99.86%2026-03-312026-04-22

SPEM SPDR INDEX SHS FDS67.2K shares98.56%2026-03-312026-04-22

Sponsored

KO COCA COLA CO41.1K shares109.19%2026-03-312026-04-22

NYF ISHARES TR58.4K shares114.95%2026-03-312026-04-22

THE CIGNA GROUP THE CIGNA GROUP11.6K shares88.90%2026-03-312026-04-22

MTUM ISHARES TR12.8K shares100.13%2026-03-312026-04-22

CVNA CARVANA CO9.7K sharesnew addition2026-03-312026-04-22

PFEB INNOVATOR ETFS TRUST74.9K shares114.13%2026-03-312026-04-22

GDX VANECK ETF TRUST32.6K shares52.88%2026-03-312026-04-22

ARKK ARK ETF TR44.0K shares99.17%2026-03-312026-04-22

Sponsored

PNOV INNOVATOR ETFS TRUST72.1K shares101.71%2026-03-312026-04-22

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD177.2K shares94.78%2026-03-312026-04-22

AEP AMERICAN ELEC PWR CO INC22.4K shares128.51%2026-03-312026-04-22

POCT INNOVATOR ETFS TRUST67.9K shares96.58%2026-03-312026-04-22

PFE PFIZER INC103.5K shares303.68%2026-03-312026-04-22

GSK PLC GSK PLC52.4K shares117.78%2026-03-312026-04-22

PAPR INNOVATOR ETFS TRUST71.7K shares97.79%2026-03-312026-04-22

PMAR INNOVATOR ETFS TRUST62.6K shares109.19%2026-03-312026-04-22

Sponsored

AMGN AMGEN INC7.8K shares301.95%2026-03-312026-04-22

FFLC FIDELITY COVINGTON TRUST53.8K shares109.53%2026-03-312026-04-22

PDEC INNOVATOR ETFS TRUST64.5K shares108.57%2026-03-312026-04-22

VRTX VERTEX PHARMACEUTICALS INC6.1K shares101.85%2026-03-312026-04-22

VLO VALERO ENERGY CORP11.1K shares33.99%2026-03-312026-04-22

BINC BLACKROCK ETF TRUST II51.9K shares59.91%2026-03-312026-04-22

ISRG INTUITIVE SURGICAL INC5.8K shares105.49%2026-03-312026-04-22

ISPY PROSHARES TR61.9K shares111.46%2026-03-312026-04-22

Sponsored

AVEM AMERICAN CENTY ETF TR33.2K shares148.89%2026-03-312026-04-22

PG PROCTER & GAMBLE CO18.2K shares137.67%2026-03-312026-04-22

PMAY INNOVATOR ETFS TRUST65.5K shares96.99%2026-03-312026-04-22

F FORD MTR CO225.9K shares132.51%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC21.3K shares114.76%2026-03-312026-04-22

TGT TARGET CORP21.0K shares310.88%2026-03-312026-04-22

ETR ENTERGY CORP NEW22.5K shares37.51%2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW19.3K shares109.61%2026-03-312026-04-22

Sponsored

LAMR LAMAR ADVERTISING CO19.7K shares108.97%2026-03-312026-04-22

TFC TRUIST FINL CORP53.9K shares115.75%2026-03-312026-04-22

UITB VICTORY PORTFOLIOS II52.6K shares114.71%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS10.1K shares124.49%2026-03-312026-04-22

PEP PEPSICO INC15.8K shares91.42%2026-03-312026-04-22

IAGG ISHARES TR48.7K shares114.62%2026-03-312026-04-22

VFLO VICTORY PORTFOLIOS II61.5K sharesnew addition2026-03-312026-04-22

WELL WELLTOWER INC12.1K shares240.75%2026-03-312026-04-22

Sponsored

VGT VANGUARD WORLD FD3.4K shares121.28%2026-03-312026-04-22

ES EVERSOURCE ENERGY34.3K shares248.09%2026-03-312026-04-22

SPSM SPDR SERIES TRUST49.1K shares124.78%2026-03-312026-04-22

KLAC KLA CORP1.6K shares111.89%2026-03-312026-04-22

HII HUNTINGTON INGALLS INDS INC6.2K shares107.33%2026-03-312026-04-22

VEU VANGUARD INTL EQUITY INDEX F30.9K shares25.41%2026-03-312026-04-22

SIXP AIM ETF PRODUCTS TRUST73.8K shares86.62%2026-03-312026-04-22

WBS WEBSTER FINL CORP33.0K shares95.42%2026-03-312026-04-22

Sponsored

PJUN INNOVATOR ETFS TRUST54.7K shares100.00%2026-03-312026-04-22

BLCR BLACKROCK ETF TRUST55.6K sharesnew addition2026-03-312026-04-22

UBER UBER TECHNOLOGIES INC31.5K shares105.85%2026-03-312026-04-22

CRSP CRISPR THERAPEUTICS AG47.5K shares104.66%2026-03-312026-04-22

CVS CVS HEALTH CORP31.2K shares101.84%2026-03-312026-04-22

BA BOEING CO11.2K shares103.84%2026-03-312026-04-22

GLD SPDR GOLD TR5.2K shares66.67%2026-03-312026-04-22

PSEP INNOVATOR ETFS TRUST51.5K shares96.19%2026-03-312026-04-22

Sponsored

BLACKROCK INC BLACKROCK INC2.2K shares92.47%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR16.2K shares85.95%2026-03-312026-04-22

COWZ PACER FDS TR33.9K shares90.72%2026-03-312026-04-22

APH AMPHENOL CORP16.7K shares105.44%2026-03-312026-04-22

XBI SPDR SERIES TRUST16.3K shares118.76%2026-03-312026-04-22

FANG DIAMONDBACK ENERGY INC10.4K shares417.83%2026-03-312026-04-22

APD AIR PRODUCTS AND CHEMICALS I7.1K shares101.25%2026-03-312026-04-22

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL5.2K shares112.91%2026-03-312026-04-22

Sponsored

AIQ GLOBAL X FDS43.1K shares104.93%2026-03-312026-04-22

NOW SERVICENOW INC19.2K shares139.54%2026-03-312026-04-22

AMT AMERICAN TOWER CORP11.6K shares135.01%2026-03-312026-04-22

MCD MCDONALDS CORP6.3K shares10.23%2026-03-312026-04-22

DFAU DIMENSIONAL ETF TRUST43.5K shares102.10%2026-03-312026-04-22

LYG LLOYDS BANKING GROUP PLC390.1K shares116.42%2026-03-312026-04-22

DFAE DIMENSIONAL ETF TRUST56.5K shares99.30%2026-03-312026-04-22

VWO VANGUARD INTL EQUITY INDEX F35.3K shares150.63%2026-03-312026-04-22

Sponsored

PATH UIPATH INC167.5K shares128.33%2026-03-312026-04-22

SCHV SCHWAB STRATEGIC TR60.1K shares108.72%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC5.4K shares100.96%2026-03-312026-04-22

UNP UNION PAC CORP7.5K shares108.56%2026-03-312026-04-22

INTU INTUIT4.2K shares114.08%2026-03-312026-04-22

QYLD GLOBAL X FDS104.8K shares98.38%2026-03-312026-04-22

QCOM QUALCOMM INC13.7K shares-4.52%2026-03-312026-04-22

JIVE J P MORGAN EXCHANGE TRADED F20.6K sharesnew addition2026-03-312026-04-22

Sponsored

CEG CONSTELLATION ENERGY CORP6.3K shares505.19%2026-03-312026-04-22

SHLD GLOBAL X FDS24.6K shares230.53%2026-03-312026-04-22

RGTI RIGETTI COMPUTING INC123.5K shares105.33%2026-03-312026-04-22

CRDO CREDO TECHNOLOGY GROUP HOLDI18.4K shares109.14%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC4.8K shares53.42%2026-03-312026-04-22

IEFA ISHARES TR18.8K shares112.61%2026-03-312026-04-22

MS MORGAN STANLEY10.0K shares105.90%2026-03-312026-04-22

T AT&T INC56.6K shares-1.79%2026-03-312026-04-22

Sponsored

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IUSG ISHARES TR10.5K shares100.50%2026-03-312026-04-22

SPYV SPDR SERIES TRUST28.8K shares127.96%2026-03-312026-04-22

YUMC YUM CHINA HLDGS INC32.8K shares111.49%2026-03-312026-04-22

ESGU ISHARES TR11.3K shares95.17%2026-03-312026-04-22

RTO RENTOKIL INITIAL PLC50.7K shares110.02%2026-03-312026-04-22

WBD WARNER BROS DISCOVERY INC58.1K shares121.47%2026-03-312026-04-22

CSCO CISCO SYS INC20.4K shares-16.87%2026-03-312026-04-22

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HON HONEYWELL INTL INC7.0K shares72.75%2026-03-312026-04-22

RWL INVESCO EXCH TRADED FD TR II13.6K shares104.74%2026-03-312026-04-22

CWS ADVISORSHARES TR24.0K shares100.00%2026-03-312026-04-22

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DIVO AMPLIFY ETF TR34.1K shares117.23%2026-03-312026-04-22

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MTB M & T BK CORP7.3K shares100.77%2026-03-312026-04-22

EIX EDISON INTL20.5K sharesnew addition2026-03-312026-04-22

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ADBE ADOBE INC6.1K shares799.27%2026-03-312026-04-22

FIS FIDELITY NATL INFORMATION SV31.5K shares180.56%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC1.7K shares99.08%2026-03-312026-04-22

ALLE ALLEGION PLC10.1K shares75.80%2026-03-312026-04-22

NUE NUCOR CORP8.7K shares190.87%2026-03-312026-04-22

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UNH UNITEDHEALTH GROUP INC5.3K shares59.08%2026-03-312026-04-22

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GLDM WORLD GOLD TR14.8K shares7.58%2026-03-312026-04-22

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URA GLOBAL X FDS27.7K shares109.58%2026-03-312026-04-22

EWZ ISHARES INC34.8K shares73.45%2026-03-312026-04-22

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TJX TJX COS INC NEW8.2K shares107.99%2026-03-312026-04-22

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APP APPLOVIN CORP3.3K shares123.84%2026-03-312026-04-22

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GSUS GOLDMAN SACHS ETF TR14.3K shares99.94%2026-03-312026-04-22

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TNGY TORTOISE CAPITAL SERIES TRUS119.4K shares96.17%2026-03-312026-04-22

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VMI VALMONT INDS INC3.0K shares22.23%2026-03-312026-04-22

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ALPS ETF TR ALPS ETF TR22.3K shares100.00%2026-03-312026-04-22

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KEY KEYCORP56.9K sharesnew addition2026-03-312026-04-22

TTWO TAKE-TWO INTERACTIVE SOFTWAR5.7K shares597.09%2026-03-312026-04-22

EFG ISHARES TR10.0K shares346.96%2026-03-312026-04-22

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BAC-PL BANK AMERICA CORP906 shares100.00%2026-03-312026-04-22

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CDC VICTORY PORTFOLIOS II14.8K shares100.57%2026-03-312026-04-22

INGR INGREDION INC9.4K shares61.26%2026-03-312026-04-22

PTLC PACER FDS TR20.1K shares100.88%2026-03-312026-04-22

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SOFI SOFI TECHNOLOGIES INC66.3K shares312.87%2026-03-312026-04-22

VBK VANGUARD INDEX FDS3.4K shares130.26%2026-03-312026-04-22

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PRU PRUDENTIAL FINL INC10.6K shares108.91%2026-03-312026-04-22

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KNG FIRST TR EXCHANGE-TRADED FD20.6K shares114.63%2026-03-312026-04-22

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HP INC HP INC50.6K sharesnew addition2026-03-312026-04-22

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TXN TEXAS INSTRS INC2.8K shares100.43%2026-03-312026-04-22

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GLW CORNING INC3.6K sharesnew addition2026-03-312026-04-22

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BCAT BLACKROCK CAP ALLOCATION TER33.3K shares100.00%2026-03-312026-04-22

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OCTU AIM ETF PRODUCTS TRUST15.8K shares100.00%2026-03-312026-04-22

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SIXF AIM ETF PRODUCTS TRUST13.5K sharesnew addition2026-03-312026-04-22

BNDC FLEXSHARES TR19.0K sharesnew addition2026-03-312026-04-22

RBRK RUBRIK INC.8.5K sharesnew addition2026-03-312026-04-22

Sponsored

BBUS J P MORGAN EXCHANGE TRADED F3.6K shares100.00%2026-03-312026-04-22

XLSR SSGA ACTIVE TR7.2K shares99.23%2026-03-312026-04-22

VTWO VANGUARD SCOTTSDALE FDS4.2K shares97.81%2026-03-312026-04-22

GSLC GOLDMAN SACHS ETF TR3.3K shares99.64%2026-03-312026-04-22

FSMB FIRST TR EXCH TRADED FD III20.6K shares100.00%2026-03-312026-04-22

SPBW AIM ETF PRODUCTS TRUST15.1K shares100.00%2026-03-312026-04-22

WM WASTE MGMT INC DEL1.8K sharesnew addition2026-03-312026-04-22

DFSD DIMENSIONAL ETF TRUST8.5K shares98.46%2026-03-312026-04-22

Sponsored

ICOW PACER FDS TR9.5K sharesnew addition2026-03-312026-04-22

EVLV EVOLV TECHNOLOGIES HLDNGS IN66.6K shares277.56%2026-03-312026-04-22

XLF SELECT SECTOR SPDR TR8.0K shares101.97%2026-03-312026-04-22

PSFD PACER FDS TR10.8K sharesnew addition2026-03-312026-04-22

D DOMINION ENERGY INC6.3K shares-32.67%2026-03-312026-04-22

NDMO NUVEEN DYNAMIC MUN OPPORTUNI38.1K shares101.37%2026-03-312026-04-22

SBUX STARBUCKS CORP4.4K shares-53.61%2026-03-312026-04-22

KKR & CO INC KKR & CO INC4.2K shares109.54%2026-03-312026-04-22

Sponsored

PWR QUANTA SVCS INC708 shares-10.49%2026-03-312026-04-22

XHB SPDR SERIES TRUST3.9K shares100.00%2026-03-312026-04-22

RITM RITHM CAPITAL CORP40.7K sharesnew addition2026-03-312026-04-22

SDY SPDR SERIES TRUST2.6K sharesnew addition2026-03-312026-04-22

AAPL

APPLE INC

123.64%

Shares173.2K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

100.57%

Shares61.4K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

130.82%

Shares223.3K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

121.09%

Shares99.0K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

140.74%

Shares111.5K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

111.59%

Shares47.4K

Event2026-03-31

Filed2026-04-22

DYNF

BLACKROCK ETF TRUST

126.10%

Shares450.2K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

120.79%

Shares118.0K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

110.03%

Shares51.1K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

129.71%

Shares65.8K

Event2026-03-31

Filed2026-04-22

BALI

BLACKROCK ETF TRUST

137.99%

Shares612.7K

Event2026-03-31

Filed2026-04-22

META

META PLATFORMS INC

137.31%

Shares32.2K

Event2026-03-31

Filed2026-04-22

JEPI

J P MORGAN EXCHANGE TRADED F

99.26%

Shares314.1K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

140.54%

Shares55.3K

Event2026-03-31

Filed2026-04-22

SPYM

SPDR SERIES TRUST

130.91%

Shares228.0K

Event2026-03-31

Filed2026-04-22

ACWV

ISHARES INC

103.16%

Shares119.3K

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

137.86%

Shares13.9K

Event2026-03-31

Filed2026-04-22

PHILIP MORRIS INTL INC

106.67%

Shares83.1K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

100.27%

Shares47.4K

Event2026-03-31

Filed2026-04-22

ISHARES GOLD TR

91.79%

Shares154.3K

Event2026-03-31

Filed2026-04-22

SCHG

SCHWAB STRATEGIC TR

90.53%

Shares465.9K

Event2026-03-31

Filed2026-04-22

IVW

ISHARES TR

107.54%

Shares118.9K

Event2026-03-31

Filed2026-04-22

SPYG

SPDR SERIES TRUST

102.94%

Shares135.3K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

106.44%

Shares78.0K

Event2026-03-31

Filed2026-04-22

IGOV

ISHARES TR

108.34%

Shares319.4K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

77.45%

Shares60.4K

Event2026-03-31

Filed2026-04-22

WFC

WELLS FARGO & CO

121.11%

Shares161.7K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

100.84%

Shares28.4K

Event2026-03-31

Filed2026-04-22

DFAI

DIMENSIONAL ETF TRUST

99.72%

Shares313.3K

Event2026-03-31

Filed2026-04-22

VISA INC

362.72%

Shares40.3K

Event2026-03-31

Filed2026-04-22

JEPQ

J P MORGAN EXCHANGE TRADED F

98.51%

Shares206.9K

Event2026-03-31

Filed2026-04-22

PLTR

PALANTIR TECHNOLOGIES INC

107.22%

Shares78.0K

Event2026-03-31

Filed2026-04-22

PVAL

PUTNAM ETF TRUST

87.17%

Shares243.9K

Event2026-03-31

Filed2026-04-22

NFLX

NETFLIX INC.

94.96%

Shares115.4K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

79.74%

Shares35.0K

Event2026-03-31

Filed2026-04-22

IVE

ISHARES TR

93.12%

Shares50.2K

Event2026-03-31

Filed2026-04-22

QUAL

ISHARES TR

100.63%

Shares55.0K

Event2026-03-31

Filed2026-04-22

RTX

RTX CORPORATION

128.89%

Shares53.6K

Event2026-03-31

Filed2026-04-22

IXUS

ISHARES TR

109.28%

Shares119.1K

Event2026-03-31

Filed2026-04-22

TSLA

TESLA INC

115.33%

Shares27.3K

Event2026-03-31

Filed2026-04-22

AGG

ISHARES TR

110.71%

Shares101.3K

Event2026-03-31

Filed2026-04-22

LAM RESEARCH CORP

78.06%

Shares45.6K

Event2026-03-31

Filed2026-04-22

FDVV

FIDELITY COVINGTON TRUST

100.58%

Shares174.9K

Event2026-03-31

Filed2026-04-22

JHMM

JOHN HANCOCK EXCHANGE TRADED

84.55%

Shares143.3K

Event2026-03-31

Filed2026-04-22

GVI

ISHARES TR

99.51%

Shares86.2K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

44.44%

Shares71.9K

Event2026-03-31

Filed2026-04-22

SPDW

SPDR INDEX SHS FDS

92.72%

Shares189.2K

Event2026-03-31

Filed2026-04-22

BKNG

BOOKING HOLDINGS INC

114.48%

Shares2.0K

Event2026-03-31

Filed2026-04-22

SCHW

SCHWAB CHARLES CORP

112.00%

Shares89.5K

Event2026-03-31

Filed2026-04-22

RDVI

FIRST TR EXCHANGE-TRADED FD

110.14%

Shares327.2K

Event2026-03-31

Filed2026-04-22

JGRO

J P MORGAN EXCHANGE TRADED F

100.80%

Shares98.8K

Event2026-03-31

Filed2026-04-22

IUSB

ISHARES TR

99.36%

Shares177.3K

Event2026-03-31

Filed2026-04-22

COP

CONOCOPHILLIPS

102.25%

Shares61.0K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

132.26%

Shares38.1K

Event2026-03-31

Filed2026-04-22

CMCSA

COMCAST CORP NEW

113.18%

Shares274.4K

Event2026-03-31

Filed2026-04-22

GE AEROSPACE

96.15%

Shares27.5K

Event2026-03-31

Filed2026-04-22

NEM

NEWMONT CORP

116.03%

Shares72.0K

Event2026-03-31

Filed2026-04-22

IEMG

ISHARES INC

41.66%

Shares110.8K

Event2026-03-31

Filed2026-04-22

BAI

BLACKROCK ETF TRUST

108.56%

Shares233.5K

Event2026-03-31

Filed2026-04-22

VERIZON COMMUNICATIONS INC

189.36%

Shares149.7K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

41.27%

Shares11.3K

Event2026-03-31

Filed2026-04-22

AMD

ADVANCED MICRO DEVICES INC

107.50%

Shares35.2K

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

94.00%

Shares57.6K

Event2026-03-31

Filed2026-04-22

CGBL

CAPITAL GROUP CORE BALANCED

286.30%

Shares202.5K

Event2026-03-31

Filed2026-04-22

ILDR

FIRST TR EXCHNG TRADED FD VI

1675.31%

Shares233.7K

Event2026-03-31

Filed2026-04-22

VYM

VANGUARD WHITEHALL FDS

132.70%

Shares46.4K

Event2026-03-31

Filed2026-04-22

AMAT

APPLIED MATLS INC

109.01%

Shares19.8K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

105.51%

Shares30.6K

Event2026-03-31

Filed2026-04-22

SIXO

AIM ETF PRODUCTS TRUST

96.73%

Shares197.2K

Event2026-03-31

Filed2026-04-22

SCHZ

SCHWAB STRATEGIC TR

104.76%

Shares285.7K

Event2026-03-31

Filed2026-04-22

THRO

BLACKROCK ETF TRUST

106.12%

Shares182.6K

Event2026-03-31

Filed2026-04-22

ADI

ANALOG DEVICES INC

108.48%

Shares20.5K

Event2026-03-31

Filed2026-04-22

JPIE

J P MORGAN EXCHANGE TRADED F

103.14%

Shares141.0K

Event2026-03-31

Filed2026-04-22

MASTERCARD INCORPORATED

105.08%

Shares12.8K

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

354.31%

Shares9.0K

Event2026-03-31

Filed2026-04-22

GEV

GE VERNOVA INC

96.95%

Shares7.2K

Event2026-03-31

Filed2026-04-22

USTB

VICTORY PORTFOLIOS II

151.01%

Shares122.2K

Event2026-03-31

Filed2026-04-22

BIV

VANGUARD BD INDEX FDS

88.38%

Shares79.6K

Event2026-03-31

Filed2026-04-22

VEA

VANGUARD TAX-MANAGED FDS

125.19%

Shares95.5K

Event2026-03-31

Filed2026-04-22

MEDTRONIC PLC

118.86%

Shares70.1K

Event2026-03-31

Filed2026-04-22

NVS

NOVARTIS AG

111.46%

Shares39.5K

Event2026-03-31

Filed2026-04-22

BDX

BECTON DICKINSON & CO

119.54%

Shares38.2K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

97.01%

Shares18.1K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

105.46%

Shares20.6K

Event2026-03-31

Filed2026-04-22

BAC

BANK AMERICA CORP

251.81%

Shares121.3K

Event2026-03-31

Filed2026-04-22

OMC

OMNICOM GROUP INC

121.24%

Shares77.1K

Event2026-03-31

Filed2026-04-22

QQQM

INVESCO EXCH TRADED FD TR II

83.27%

Shares24.0K

Event2026-03-31

Filed2026-04-22

SCHD

SCHWAB STRATEGIC TR

121.47%

Shares184.5K

Event2026-03-31

Filed2026-04-22

HWM

HOWMET AEROSPACE INC

95.33%

Shares24.3K

Event2026-03-31

Filed2026-04-22

CGDV

CAPITAL GROUP DIVIDEND VALUE

101.62%

Shares130.0K

Event2026-03-31

Filed2026-04-22

NEAR

ISHARES U S ETF TR

280.99%

Shares107.9K

Event2026-03-31

Filed2026-04-22

GENERAL DYNAMICS CORP

118.75%

Shares15.7K

Event2026-03-31

Filed2026-04-22

BANK NEW YORK MELLON CORP

114.54%

Shares44.8K

Event2026-03-31

Filed2026-04-22

FLMI

FRANKLIN TEMPLETON ETF TR

115.61%

Shares212.5K

Event2026-03-31

Filed2026-04-22

BWZ

SPDR SERIES TRUST

105.85%

Shares191.4K

Event2026-03-31

Filed2026-04-22

MINT

PIMCO ETF TR

New

Shares51.1K

Event2026-03-31

Filed2026-04-22

ENB

ENBRIDGE INC

80.80%

Shares94.7K

Event2026-03-31

Filed2026-04-22

EFV

ISHARES TR

47.62%

Shares66.9K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

100.57%

Shares8.5K

Event2026-03-31

Filed2026-04-22

DIS

DISNEY WALT CO

218.26%

Shares50.7K

Event2026-03-31

Filed2026-04-22

ORCL

ORACLE CORP

25.95%

Shares33.0K

Event2026-03-31

Filed2026-04-22

CGDG

CAPITAL GROUP DIVIDEND GROWE

345.36%

Shares134.1K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

99.96%

Shares18.3K

Event2026-03-31

Filed2026-04-22

EUHY

ISHARES INC

106.20%

Shares91.1K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

2.01%

Shares19.6K

Event2026-03-31

Filed2026-04-22

MBB

ISHARES TR

106.73%

Shares50.2K

Event2026-03-31

Filed2026-04-22

BND

VANGUARD BD INDEX FDS

118.69%

Shares64.5K

Event2026-03-31

Filed2026-04-22

MCK

MCKESSON CORP

118.15%

Shares5.5K

Event2026-03-31

Filed2026-04-22

ONEQ

FIDELITY COMWLTH TR

137.73%

Shares55.0K

Event2026-03-31

Filed2026-04-22

SPBU

AIM ETF PRODUCTS TRUST

87.72%

Shares167.6K

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

104.27%

Shares67.4K

Event2026-03-31

Filed2026-04-22

XTEN

BONDBLOXX ETF TRUST

114.34%

Shares96.7K

Event2026-03-31

Filed2026-04-22

DGRO

ISHARES TR

101.52%

Shares62.2K

Event2026-03-31

Filed2026-04-22

BLACKSKY TECHNOLOGY INC

88.22%

Shares170.6K

Event2026-03-31

Filed2026-04-22

UNILEVER PLC

112.96%

Shares74.3K

Event2026-03-31

Filed2026-04-22

LINDE PLC

271.79%

Shares8.5K

Event2026-03-31

Filed2026-04-22

SPTM

SPDR SERIES TRUST

99.55%

Shares53.0K

Event2026-03-31

Filed2026-04-22

BARRICK MNG CORP

87.96%

Shares102.3K

Event2026-03-31

Filed2026-04-22

ITA

ISHARES TR

110.90%

Shares18.7K

Event2026-03-31

Filed2026-04-22

KGC

KINROSS GOLD CORP

93.78%

Shares131.9K

Event2026-03-31

Filed2026-04-22

SFLO

VICTORY PORTFOLIOS II

84.21%

Shares133.9K

Event2026-03-31

Filed2026-04-22

HELO

J P MORGAN EXCHANGE TRADED F

99.23%

Shares62.7K

Event2026-03-31

Filed2026-04-22

TCAF

T ROWE PRICE ETF INC

81.24%

Shares110.5K

Event2026-03-31

Filed2026-04-22

SPMO

INVESCO EXCH TRADED FD TR II

102.22%

Shares35.0K

Event2026-03-31

Filed2026-04-22

BXP

BXP INC

New

Shares74.8K

Event2026-03-31

Filed2026-04-22

IYW

ISHARES TR

102.01%

Shares21.4K

Event2026-03-31

Filed2026-04-22

NEE

NEXTERA ENERGY INC

235.64%

Shares41.2K

Event2026-03-31

Filed2026-04-22

RWJ

INVESCO EXCH TRADED FD TR II

106.09%

Shares75.2K

Event2026-03-31

Filed2026-04-22

PJAN

INNOVATOR ETFS TRUST

132.89%

Shares81.9K

Event2026-03-31

Filed2026-04-22

FSCO

FS CREDIT OPPORTUNITIES CORP

105.99%

Shares739.2K

Event2026-03-31

Filed2026-04-22

SPHQ

INVESCO EXCHANGE TRADED FD T

113.10%

Shares49.6K

Event2026-03-31

Filed2026-04-22

RWK

INVESCO EXCH TRADED FD TR II

114.32%

Shares27.8K

Event2026-03-31

Filed2026-04-22

GOVT

ISHARES TR

New

Shares154.9K

Event2026-03-31

Filed2026-04-22

ALTRIA GROUP INC

86.27%

Shares53.3K

Event2026-03-31

Filed2026-04-22

CORO

BLACKROCK ETF TRUST

New

Shares109.3K

Event2026-03-31

Filed2026-04-22

CFO

VICTORY PORTFOLIOS II

99.57%

Shares46.8K

Event2026-03-31

Filed2026-04-22

PAUG

INNOVATOR ETFS TRUST

100.00%

Shares80.0K

Event2026-03-31

Filed2026-04-22

FTNT

FORTINET INC

103.50%

Shares41.2K

Event2026-03-31

Filed2026-04-22

PJUL

INNOVATOR ETFS TRUST

96.99%

Shares72.0K

Event2026-03-31

Filed2026-04-22

BUFF

INNOVATOR ETFS TRUST

105.34%

Shares65.7K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY & CO

110.39%

Shares3.5K

Event2026-03-31

Filed2026-04-22

ACWX

ISHARES TR

New

Shares46.9K

Event2026-03-31

Filed2026-04-22

RPM

RPM INTL INC

99.86%

Shares31.9K

Event2026-03-31

Filed2026-04-22

SPEM

SPDR INDEX SHS FDS

98.56%

Shares67.2K

Event2026-03-31

Filed2026-04-22

COCA COLA CO

109.19%

Shares41.1K

Event2026-03-31

Filed2026-04-22

NYF

ISHARES TR

114.95%

Shares58.4K

Event2026-03-31

Filed2026-04-22

THE CIGNA GROUP

88.90%

Shares11.6K

Event2026-03-31

Filed2026-04-22

MTUM

ISHARES TR

100.13%

Shares12.8K

Event2026-03-31

Filed2026-04-22

CVNA

CARVANA CO

New

Shares9.7K

Event2026-03-31

Filed2026-04-22

PFEB

INNOVATOR ETFS TRUST

114.13%

Shares74.9K

Event2026-03-31

Filed2026-04-22

GDX

VANECK ETF TRUST

52.88%

Shares32.6K

Event2026-03-31

Filed2026-04-22

ARKK

ARK ETF TR

99.17%

Shares44.0K

Event2026-03-31

Filed2026-04-22

PNOV

INNOVATOR ETFS TRUST

101.71%

Shares72.1K

Event2026-03-31

Filed2026-04-22

BLUEROCK PVT REAL ESTATE FD

94.78%

Shares177.2K

Event2026-03-31

Filed2026-04-22

AEP

AMERICAN ELEC PWR CO INC

128.51%

Shares22.4K

Event2026-03-31

Filed2026-04-22

POCT

INNOVATOR ETFS TRUST

96.58%

Shares67.9K

Event2026-03-31

Filed2026-04-22

PFE

PFIZER INC

303.68%

Shares103.5K

Event2026-03-31

Filed2026-04-22

GSK PLC

117.78%

Shares52.4K

Event2026-03-31

Filed2026-04-22

PAPR

INNOVATOR ETFS TRUST

97.79%

Shares71.7K

Event2026-03-31

Filed2026-04-22

PMAR

INNOVATOR ETFS TRUST

109.19%

Shares62.6K

Event2026-03-31

Filed2026-04-22

AMGN

AMGEN INC

301.95%

Shares7.8K

Event2026-03-31

Filed2026-04-22

FFLC

FIDELITY COVINGTON TRUST

109.53%

Shares53.8K

Event2026-03-31

Filed2026-04-22

PDEC

INNOVATOR ETFS TRUST

108.57%

Shares64.5K

Event2026-03-31

Filed2026-04-22

VRTX

VERTEX PHARMACEUTICALS INC

101.85%

Shares6.1K

Event2026-03-31

Filed2026-04-22

VLO

VALERO ENERGY CORP

33.99%

Shares11.1K

Event2026-03-31

Filed2026-04-22

BINC

BLACKROCK ETF TRUST II

59.91%

Shares51.9K

Event2026-03-31

Filed2026-04-22

ISRG

INTUITIVE SURGICAL INC

105.49%

Shares5.8K

Event2026-03-31

Filed2026-04-22

ISPY

PROSHARES TR

111.46%

Shares61.9K

Event2026-03-31

Filed2026-04-22

AVEM

AMERICAN CENTY ETF TR

148.89%

Shares33.2K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

137.67%

Shares18.2K

Event2026-03-31

Filed2026-04-22

PMAY

INNOVATOR ETFS TRUST

96.99%

Shares65.5K

Event2026-03-31

Filed2026-04-22

FORD MTR CO

132.51%

Shares225.9K

Event2026-03-31

Filed2026-04-22

MERCK & CO INC

114.76%

Shares21.3K

Event2026-03-31

Filed2026-04-22

TGT

TARGET CORP

310.88%

Shares21.0K

Event2026-03-31

Filed2026-04-22

ETR

ENTERGY CORP NEW

37.51%

Shares22.5K

Event2026-03-31

Filed2026-04-22

DUKE ENERGY CORP NEW

109.61%

Shares19.3K

Event2026-03-31

Filed2026-04-22

LAMR

LAMAR ADVERTISING CO

108.97%

Shares19.7K

Event2026-03-31

Filed2026-04-22

TFC

TRUIST FINL CORP

115.75%

Shares53.9K

Event2026-03-31

Filed2026-04-22

UITB

VICTORY PORTFOLIOS II

114.71%

Shares52.6K

Event2026-03-31

Filed2026-04-22

IBM

INTERNATIONAL BUSINESS MACHS

124.49%

Shares10.1K

Event2026-03-31

Filed2026-04-22

PEP

PEPSICO INC

91.42%

Shares15.8K

Event2026-03-31

Filed2026-04-22

IAGG

ISHARES TR

114.62%

Shares48.7K

Event2026-03-31

Filed2026-04-22

VFLO

VICTORY PORTFOLIOS II

New

Shares61.5K

Event2026-03-31

Filed2026-04-22

WELL

WELLTOWER INC

240.75%

Shares12.1K

Event2026-03-31

Filed2026-04-22

VGT

VANGUARD WORLD FD

121.28%

Shares3.4K

Event2026-03-31

Filed2026-04-22

EVERSOURCE ENERGY

248.09%

Shares34.3K

Event2026-03-31

Filed2026-04-22

SPSM

SPDR SERIES TRUST

124.78%

Shares49.1K

Event2026-03-31

Filed2026-04-22

KLAC

KLA CORP

111.89%

Shares1.6K

Event2026-03-31

Filed2026-04-22

HII

HUNTINGTON INGALLS INDS INC

107.33%

Shares6.2K

Event2026-03-31

Filed2026-04-22

VEU

VANGUARD INTL EQUITY INDEX F

25.41%

Shares30.9K

Event2026-03-31

Filed2026-04-22

SIXP

AIM ETF PRODUCTS TRUST

86.62%

Shares73.8K

Event2026-03-31

Filed2026-04-22

WBS

WEBSTER FINL CORP

95.42%

Shares33.0K

Event2026-03-31

Filed2026-04-22

PJUN

INNOVATOR ETFS TRUST

100.00%

Shares54.7K

Event2026-03-31

Filed2026-04-22

BLCR

BLACKROCK ETF TRUST

New

Shares55.6K

Event2026-03-31

Filed2026-04-22

UBER

UBER TECHNOLOGIES INC

105.85%

Shares31.5K

Event2026-03-31

Filed2026-04-22

CRSP

CRISPR THERAPEUTICS AG

104.66%

Shares47.5K

Event2026-03-31

Filed2026-04-22

CVS

CVS HEALTH CORP

101.84%

Shares31.2K

Event2026-03-31

Filed2026-04-22

BOEING CO

103.84%

Shares11.2K

Event2026-03-31

Filed2026-04-22

GLD

SPDR GOLD TR

66.67%

Shares5.2K

Event2026-03-31

Filed2026-04-22

PSEP

INNOVATOR ETFS TRUST

96.19%

Shares51.5K

Event2026-03-31

Filed2026-04-22

BLACKROCK INC

92.47%

Shares2.2K

Event2026-03-31

Filed2026-04-22

XLK

SELECT SECTOR SPDR TR

85.95%

Shares16.2K

Event2026-03-31

Filed2026-04-22

COWZ

PACER FDS TR

90.72%

Shares33.9K

Event2026-03-31

Filed2026-04-22

APH

AMPHENOL CORP

105.44%

Shares16.7K

Event2026-03-31

Filed2026-04-22

XBI

SPDR SERIES TRUST

118.76%

Shares16.3K

Event2026-03-31

Filed2026-04-22

FANG

DIAMONDBACK ENERGY INC

417.83%

Shares10.4K

Event2026-03-31

Filed2026-04-22

APD

AIR PRODUCTS AND CHEMICALS I

101.25%

Shares7.1K

Event2026-03-31

Filed2026-04-22

SEAGATE TECHNOLOGY HLDNGS PL

112.91%

Shares5.2K

Event2026-03-31

Filed2026-04-22

AIQ

GLOBAL X FDS

104.93%

Shares43.1K

Event2026-03-31

Filed2026-04-22

NOW

SERVICENOW INC

139.54%

Shares19.2K

Event2026-03-31

Filed2026-04-22

AMT

AMERICAN TOWER CORP

135.01%

Shares11.6K

Event2026-03-31

Filed2026-04-22

MCD

MCDONALDS CORP

10.23%

Shares6.3K

Event2026-03-31

Filed2026-04-22

DFAU

DIMENSIONAL ETF TRUST

102.10%

Shares43.5K

Event2026-03-31

Filed2026-04-22

LYG

LLOYDS BANKING GROUP PLC

116.42%

Shares390.1K

Event2026-03-31

Filed2026-04-22

DFAE

DIMENSIONAL ETF TRUST

99.30%

Shares56.5K

Event2026-03-31

Filed2026-04-22

VWO

VANGUARD INTL EQUITY INDEX F

150.63%

Shares35.3K

Event2026-03-31

Filed2026-04-22

PATH

UIPATH INC

128.33%

Shares167.5K

Event2026-03-31

Filed2026-04-22

SCHV

SCHWAB STRATEGIC TR

108.72%

Shares60.1K

Event2026-03-31

Filed2026-04-22

MICRON TECHNOLOGY INC

100.96%

Shares5.4K

Event2026-03-31

Filed2026-04-22

UNP

UNION PAC CORP

108.56%

Shares7.5K

Event2026-03-31

Filed2026-04-22

INTU

INTUIT

114.08%

Shares4.2K

Event2026-03-31

Filed2026-04-22

QYLD

GLOBAL X FDS

98.38%

Shares104.8K

Event2026-03-31

Filed2026-04-22

QCOM

QUALCOMM INC

-4.52%

Shares13.7K

Event2026-03-31

Filed2026-04-22

JIVE

J P MORGAN EXCHANGE TRADED F

New

Shares20.6K

Event2026-03-31

Filed2026-04-22

CEG

CONSTELLATION ENERGY CORP

505.19%

Shares6.3K

Event2026-03-31

Filed2026-04-22

SHLD

GLOBAL X FDS

230.53%

Shares24.6K

Event2026-03-31

Filed2026-04-22

RGTI

RIGETTI COMPUTING INC

105.33%

Shares123.5K

Event2026-03-31

Filed2026-04-22

CRDO

CREDO TECHNOLOGY GROUP HOLDI

109.14%

Shares18.4K

Event2026-03-31

Filed2026-04-22

EATON CORP PLC

53.42%

Shares4.8K

Event2026-03-31

Filed2026-04-22

IEFA

ISHARES TR

112.61%

Shares18.8K

Event2026-03-31

Filed2026-04-22

MORGAN STANLEY

105.90%

Shares10.0K

Event2026-03-31

Filed2026-04-22

AT&T INC

-1.79%

Shares56.6K

Event2026-03-31

Filed2026-04-22

IPKW

INVESCO EXCH TRADED FD TR II

112.43%

Shares29.1K

Event2026-03-31

Filed2026-04-22

IUSG

ISHARES TR

100.50%

Shares10.5K

Event2026-03-31

Filed2026-04-22

SPYV

SPDR SERIES TRUST

127.96%

Shares28.8K

Event2026-03-31

Filed2026-04-22

YUMC

YUM CHINA HLDGS INC

111.49%

Shares32.8K

Event2026-03-31

Filed2026-04-22

ESGU

ISHARES TR

95.17%

Shares11.3K

Event2026-03-31

Filed2026-04-22

RTO

RENTOKIL INITIAL PLC

110.02%

Shares50.7K

Event2026-03-31

Filed2026-04-22

WBD

WARNER BROS DISCOVERY INC

121.47%

Shares58.1K

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

-16.87%

Shares20.4K

Event2026-03-31

Filed2026-04-22

HON

HONEYWELL INTL INC

72.75%

Shares7.0K

Event2026-03-31

Filed2026-04-22

RWL

INVESCO EXCH TRADED FD TR II

104.74%

Shares13.6K

Event2026-03-31

Filed2026-04-22

CWS

ADVISORSHARES TR

100.00%

Shares24.0K

Event2026-03-31

Filed2026-04-22

WYNDHAM HOTELS & RESORTS INC

177.18%

Shares18.9K

Event2026-03-31

Filed2026-04-22

DIVO

AMPLIFY ETF TR

117.23%

Shares34.1K

Event2026-03-31

Filed2026-04-22

IONQ

IONQ INC

155.25%

Shares52.6K

Event2026-03-31

Filed2026-04-22

MTB

M & T BK CORP

100.77%

Shares7.3K

Event2026-03-31

Filed2026-04-22

EIX

EDISON INTL

New

Shares20.5K

Event2026-03-31

Filed2026-04-22

ADBE

ADOBE INC

799.27%

Shares6.1K

Event2026-03-31

Filed2026-04-22

FIS

FIDELITY NATL INFORMATION SV

180.56%

Shares31.5K

Event2026-03-31

Filed2026-04-22

GOLDMAN SACHS GROUP INC

99.08%

Shares1.7K

Event2026-03-31

Filed2026-04-22

ALLE

ALLEGION PLC

75.80%

Shares10.1K

Event2026-03-31

Filed2026-04-22

NUE

NUCOR CORP

190.87%

Shares8.7K

Event2026-03-31

Filed2026-04-22

SOXX

ISHARES TR

114.13%

Shares4.5K

Event2026-03-31

Filed2026-04-22

GCOR

GOLDMAN SACHS ETF TR

100.00%

Shares35.3K

Event2026-03-31

Filed2026-04-22

UNH

UNITEDHEALTH GROUP INC

59.08%

Shares5.3K

Event2026-03-31

Filed2026-04-22

ADM

ARCHER DANIELS MIDLAND CO

118.23%

Shares19.5K

Event2026-03-31

Filed2026-04-22

SRE

SEMPRA

91.40%

Shares14.6K

Event2026-03-31

Filed2026-04-22

LNC

LINCOLN NATL CORP IND

130.62%

Shares39.6K

Event2026-03-31

Filed2026-04-22

DFAC

DIMENSIONAL ETF TRUST

100.00%

Shares36.0K

Event2026-03-31

Filed2026-04-22

SYY

SYSCO CORP

New

Shares19.6K

Event2026-03-31

Filed2026-04-22

FIVA

FIDELITY COVINGTON TRUST

124.72%

Shares39.8K

Event2026-03-31

Filed2026-04-22

GLDM

WORLD GOLD TR

7.58%

Shares14.8K

Event2026-03-31

Filed2026-04-22

VOT

VANGUARD INDEX FDS

123.09%

Shares5.3K

Event2026-03-31

Filed2026-04-22

GPC

GENUINE PARTS CO

110.27%

Shares12.8K

Event2026-03-31

Filed2026-04-22

URA

GLOBAL X FDS

109.58%

Shares27.7K

Event2026-03-31

Filed2026-04-22

EWZ

ISHARES INC

73.45%

Shares34.8K

Event2026-03-31

Filed2026-04-22

OEF

ISHARES TR

15.79%

Shares4.2K

Event2026-03-31

Filed2026-04-22

VXUS

VANGUARD STAR FDS

289.31%

Shares17.0K

Event2026-03-31

Filed2026-04-22

TJX

TJX COS INC NEW

107.99%

Shares8.2K

Event2026-03-31

Filed2026-04-22

BUFR

FIRST TR EXCHNG TRADED FD VI

112.44%

Shares38.7K

Event2026-03-31

Filed2026-04-22

APP

APPLOVIN CORP

123.84%

Shares3.3K

Event2026-03-31

Filed2026-04-22

GSUS

GOLDMAN SACHS ETF TR

99.94%

Shares14.3K

Event2026-03-31

Filed2026-04-22

LMT

LOCKHEED MARTIN CORP

109.80%

Shares2.1K

Event2026-03-31

Filed2026-04-22

COOPER COS INC

118.10%

Shares17.5K

Event2026-03-31

Filed2026-04-22

TNGY

TORTOISE CAPITAL SERIES TRUS

96.17%

Shares119.4K

Event2026-03-31

Filed2026-04-22

HTAB

HARTFORD FDS EXCHANGE TRADED

32.40%

Shares64.4K

Event2026-03-31

Filed2026-04-22

VMI

VALMONT INDS INC

22.23%

Shares3.0K

Event2026-03-31

Filed2026-04-22

GRUPO CIBEST SA

101.39%

Shares16.6K

Event2026-03-31

Filed2026-04-22

WAT

WATERS CORP

New

Shares4.0K

Event2026-03-31

Filed2026-04-22

SIXJ

AIM ETF PRODUCTS TRUST

242.40%

Shares35.5K

Event2026-03-31

Filed2026-04-22

ALPS ETF TR

100.00%

Shares22.3K

Event2026-03-31

Filed2026-04-22

BSX

BOSTON SCIENTIFIC CORP

20.65%

Shares18.4K

Event2026-03-31

Filed2026-04-22

IWB

ISHARES TR

94.55%

Shares3.2K

Event2026-03-31

Filed2026-04-22

KEY

KEYCORP

New

Shares56.9K

Event2026-03-31

Filed2026-04-22

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

597.09%

Shares5.7K

Event2026-03-31

Filed2026-04-22

EFG

ISHARES TR

346.96%

Shares10.0K

Event2026-03-31

Filed2026-04-22

SIXD

AIM ETF PRODUCTS TRUST

113.07%

Shares39.1K

Event2026-03-31

Filed2026-04-22

JXN

JACKSON FINANCIAL INC

119.21%

Shares10.4K

Event2026-03-31

Filed2026-04-22

XLE

SELECT SECTOR SPDR TR

76.14%

Shares17.6K

Event2026-03-31

Filed2026-04-22

BAC-PL

BANK AMERICA CORP

100.00%

Shares906

Event2026-03-31

Filed2026-04-22

LCTU

BLACKROCK ETF TRUST

92.89%

Shares15.3K

Event2026-03-31

Filed2026-04-22

WFC-PL

WELLS FARGO & CO

100.00%

Shares922

Event2026-03-31

Filed2026-04-22

CDC

VICTORY PORTFOLIOS II

100.57%

Shares14.8K

Event2026-03-31

Filed2026-04-22

INGR

INGREDION INC

61.26%

Shares9.4K

Event2026-03-31

Filed2026-04-22

PTLC

PACER FDS TR

100.88%

Shares20.1K

Event2026-03-31

Filed2026-04-22

SOFI

SOFI TECHNOLOGIES INC

312.87%

Shares66.3K

Event2026-03-31

Filed2026-04-22

VBK

VANGUARD INDEX FDS

130.26%

Shares3.4K

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

193.89%

Shares5.4K

Event2026-03-31

Filed2026-04-22

PRU

PRUDENTIAL FINL INC

108.91%

Shares10.6K

Event2026-03-31

Filed2026-04-22

REGIONS FINANCIAL CORP NEW

New

Shares39.4K

Event2026-03-31

Filed2026-04-22

AXP

AMERICAN EXPRESS CO

87.80%

Shares3.4K

Event2026-03-31

Filed2026-04-22

KNG

FIRST TR EXCHANGE-TRADED FD

114.63%

Shares20.6K

Event2026-03-31

Filed2026-04-22

CHWY

CHEWY INC

216.85%

Shares36.9K

Event2026-03-31

Filed2026-04-22

HP INC

New

Shares50.6K

Event2026-03-31

Filed2026-04-22

VRSN

VERISIGN INC

55.26%

Shares3.9K

Event2026-03-31

Filed2026-04-22

VCRB

VANGUARD MALVERN FDS

102.02%

Shares12.4K

Event2026-03-31

Filed2026-04-22

WMG

WARNER MUSIC GROUP CORP

58.68%

Shares37.0K

Event2026-03-31

Filed2026-04-22

REALTY INCOME CORP

New

Shares15.4K

Event2026-03-31

Filed2026-04-22

VFC

V F CORP

105.01%

Shares55.5K

Event2026-03-31

Filed2026-04-22

TLH

ISHARES TR

102.00%

Shares9.3K

Event2026-03-31

Filed2026-04-22

CITIGROUP INC

90.95%

Shares8.2K

Event2026-03-31

Filed2026-04-22

IVLU

ISHARES TR

95.19%

Shares23.2K

Event2026-03-31

Filed2026-04-22

SLYG

SPDR SERIES TRUST

100.09%

Shares9.3K

Event2026-03-31

Filed2026-04-22

AMP

AMERIPRISE FINL INC

101.61%

Shares2.0K

Event2026-03-31

Filed2026-04-22

MELI

MERCADOLIBRE INC

220.25%

Shares506

Event2026-03-31

Filed2026-04-22

VERSANT MEDIA GROUP INC

New

Shares23.6K

Event2026-03-31

Filed2026-04-22

CONSOLIDATED EDISON INC

102.04%

Shares7.7K

Event2026-03-31

Filed2026-04-22

GJUL

FIRST TR EXCHNG TRADED FD VI

94.53%

Shares21.3K

Event2026-03-31

Filed2026-04-22

CFA

VICTORY PORTFOLIOS II

95.86%

Shares9.5K

Event2026-03-31

Filed2026-04-22

DSI

ISHARES TR

88.47%

Shares7.1K

Event2026-03-31

Filed2026-04-22

FMX

FOMENTO ECONOMICO MEXICANO S

110.93%

Shares7.7K

Event2026-03-31

Filed2026-04-22

FBND

FIDELITY MERRIMACK STR TR

98.24%

Shares18.7K

Event2026-03-31

Filed2026-04-22

OKLO

OKLO INC

189.29%

Shares17.2K

Event2026-03-31

Filed2026-04-22

PAAA

PGIM ETF TR

New

Shares16.5K

Event2026-03-31

Filed2026-04-22

NXPI

NXP SEMICONDUCTORS N V

96.04%

Shares4.3K

Event2026-03-31

Filed2026-04-22

AFL

AFLAC INC

130.69%

Shares7.5K

Event2026-03-31

Filed2026-04-22

BALT

INNOVATOR ETFS TRUST

236.25%

Shares24.7K

Event2026-03-31

Filed2026-04-22

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

New

Shares51.2K

Event2026-03-31

Filed2026-04-22

HIG

HARTFORD INSURANCE GROUP INC

95.80%

Shares6.1K

Event2026-03-31

Filed2026-04-22

CGGO

CAPITAL GROUP GBL GROWTH EQT

162.61%

Shares24.4K

Event2026-03-31

Filed2026-04-22

CSX

CSX CORP

104.07%

Shares19.8K

Event2026-03-31

Filed2026-04-22

MUB

ISHARES TR

97.68%

Shares7.7K

Event2026-03-31

Filed2026-04-22

RKT

ROCKET COS INC

162.38%

Shares56.2K

Event2026-03-31

Filed2026-04-22

DVY

ISHARES TR

94.33%

Shares5.3K

Event2026-03-31

Filed2026-04-22

EAGG

ISHARES TR

108.57%

Shares16.7K

Event2026-03-31

Filed2026-04-22

VYGR

VOYAGER THERAPEUTICS INC

100.29%

Shares205.7K

Event2026-03-31

Filed2026-04-22

SPYI

NEOS ETF TRUST

129.50%

Shares16.0K

Event2026-03-31

Filed2026-04-22

FMB

FIRST TR EXCH TRADED FD III

100.00%

Shares15.6K

Event2026-03-31

Filed2026-04-22

SUB

ISHARES TR

100.00%

Shares7.4K

Event2026-03-31

Filed2026-04-22

DEO

DIAGEO PLC

75.30%

Shares10.5K

Event2026-03-31

Filed2026-04-22

PARKER-HANNIFIN CORP

114.25%

Shares872

Event2026-03-31

Filed2026-04-22

ITOT

ISHARES TR

124.07%

Shares5.5K

Event2026-03-31

Filed2026-04-22

SYK

STRYKER CORPORATION

106.47%

Shares2.4K

Event2026-03-31

Filed2026-04-22

CRK

COMSTOCK RES INC

84.90%

Shares36.8K

Event2026-03-31

Filed2026-04-22

BNDX

VANGUARD CHARLOTTE FDS

98.86%

Shares16.1K

Event2026-03-31

Filed2026-04-22

TIP

ISHARES TR

100.86%

Shares7.0K

Event2026-03-31

Filed2026-04-22

RTACU

RENATUS TACTICAL ACQUIS

131.55%

Shares73.0K

Event2026-03-31

Filed2026-04-22

SIXZ

AIM ETF PRODUCTS TRUST

100.00%

Shares26.3K

Event2026-03-31

Filed2026-04-22

IWR

ISHARES TR

104.34%

Shares7.8K

Event2026-03-31

Filed2026-04-22

BLACKSTONE INC

126.23%

Shares6.6K

Event2026-03-31

Filed2026-04-22

LYB

LYONDELLBASELL INDUSTRIES NV

5.18%

Shares9.4K

Event2026-03-31

Filed2026-04-22

IWF

ISHARES TR

117.73%

Shares1.8K

Event2026-03-31

Filed2026-04-22

NVO

NOVO-NORDISK A S

New

Shares20.5K

Event2026-03-31

Filed2026-04-22

SUSC

ISHARES TR

101.10%

Shares32.5K

Event2026-03-31

Filed2026-04-22

JD.COM INC

145.50%

Shares25.4K

Event2026-03-31

Filed2026-04-22

SUN

SUNOCO LP/SUNOCO FIN CORP

101.58%

Shares11.5K

Event2026-03-31

Filed2026-04-22

WEC ENERGY GROUP INC

-25.97%

Shares6.4K

Event2026-03-31

Filed2026-04-22

VBR

VANGUARD INDEX FDS

115.38%

Shares3.4K

Event2026-03-31

Filed2026-04-22

MOAT

VANECK ETF TRUST

118.02%

Shares7.7K

Event2026-03-31

Filed2026-04-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

87.36%

Shares2.2K

Event2026-03-31

Filed2026-04-22

VGLT

VANGUARD SCOTTSDALE FDS

95.93%

Shares13.4K

Event2026-03-31

Filed2026-04-22

SIMO

SILICON MOTION TECHNOLOGY CO

119.84%

Shares6.6K

Event2026-03-31

Filed2026-04-22

KOID

KRANESHARES TRUST

100.00%

Shares23.5K

Event2026-03-31

Filed2026-04-22

CSAN

COSAN S A

115.27%

Shares176.7K

Event2026-03-31

Filed2026-04-22

TAXX

BONDBLOXX ETF TRUST

New

Shares14.3K

Event2026-03-31

Filed2026-04-22

DECW

AIM ETF PRODUCTS TRUST

85.40%

Shares21.6K

Event2026-03-31

Filed2026-04-22

ADP

AUTOMATIC DATA PROCESSING IN

122.01%

Shares3.5K

Event2026-03-31

Filed2026-04-22

PCMM

BONDBLOXX ETF TRUST

New

Shares14.4K

Event2026-03-31

Filed2026-04-22

FCX

FREEPORT MCMORAN INC

3.39%

Shares12.0K

Event2026-03-31

Filed2026-04-22

BIO

BIO RAD LABS INC

New

Shares2.5K

Event2026-03-31

Filed2026-04-22

DJUL

FIRST TR EXCHNG TRADED FD VI

92.35%

Shares15.1K

Event2026-03-31

Filed2026-04-22

FJAN

FIRST TR EXCHNG TRADED FD VI

New

Shares13.9K

Event2026-03-31

Filed2026-04-22

FIXD

FIRST TR EXCHNG TRADED FD VI

97.27%

Shares15.8K

Event2026-03-31

Filed2026-04-22

CARR

CARRIER GLOBAL CORPORATION

94.08%

Shares12.1K

Event2026-03-31

Filed2026-04-22

ABT

ABBOTT LABORATORIES

108.76%

Shares6.6K

Event2026-03-31

Filed2026-04-22

LOW

LOWES COS INC

82.68%

Shares2.9K

Event2026-03-31

Filed2026-04-22

ASM

AVINO SILVER & GOLD MINES LT

343.29%

Shares106.7K

Event2026-03-31

Filed2026-04-22

NET

CLOUDFLARE INC

New

Shares3.3K

Event2026-03-31

Filed2026-04-22

UNM

UNUM GROUP

101.71%

Shares9.2K

Event2026-03-31

Filed2026-04-22

TOTALENERGIES SE

102.20%

Shares7.4K

Event2026-03-31

Filed2026-04-22

SEIE

SEI EXCHANGE TRADED FUNDS

90.94%

Shares20.4K

Event2026-03-31

Filed2026-04-22

MP MATERIALS CORP

192.29%

Shares13.8K

Event2026-03-31

Filed2026-04-22

KSPI

KASPI KZ JSC

129.77%

Shares9.0K

Event2026-03-31

Filed2026-04-22

ELV

ELEVANCE HEALTH INC FORMERLY

56.04%

Shares2.2K

Event2026-03-31

Filed2026-04-22

ECOPETROL S A

97.70%

Shares43.0K

Event2026-03-31

Filed2026-04-22

SCHA

SCHWAB STRATEGIC TR

148.26%

Shares22.1K

Event2026-03-31

Filed2026-04-22

BABA

ALIBABA GROUP HLDG LTD

-9.89%

Shares5.1K

Event2026-03-31

Filed2026-04-22

FVD

FIRST TR EXCHANGE-TRADED FD

96.57%

Shares13.5K

Event2026-03-31

Filed2026-04-22

COF

CAPITAL ONE FINL CORP

92.07%

Shares3.5K

Event2026-03-31

Filed2026-04-22

PSX

PHILLIPS 66

107.26%

Shares3.4K

Event2026-03-31

Filed2026-04-22

QLC

FLEXSHARES TR

136.38%

Shares8.0K

Event2026-03-31

Filed2026-04-22

UPS

UNITED PARCEL SVCS INC

101.48%

Shares6.3K

Event2026-03-31

Filed2026-04-22

GLO

CLOUGH GLOBAL OPPORTUNITIES

448.58%

Shares110.2K

Event2026-03-31

Filed2026-04-22

ARISTA NETWORKS INC

-48.73%

Shares4.9K

Event2026-03-31

Filed2026-04-22

EMLP

FIRST TR EXCHANGE-TRADED FD

100.00%

Shares13.8K

Event2026-03-31

Filed2026-04-22

SOUTHERN CO

New

Shares6.2K

Event2026-03-31

Filed2026-04-22

SCHO

SCHWAB STRATEGIC TR

78.27%

Shares24.5K

Event2026-03-31

Filed2026-04-22

IEV

ISHARES TR

100.00%

Shares8.6K

Event2026-03-31

Filed2026-04-22

DOCU

DOCUSIGN INC

New

Shares12.3K

Event2026-03-31

Filed2026-04-22

CEE

CENTRAL & EASTERN EUROPE FD

67.42%

Shares31.8K

Event2026-03-31

Filed2026-04-22

APRT

AIM ETF PRODUCTS TRUST

100.00%

Shares13.6K

Event2026-03-31

Filed2026-04-22

HYG

ISHARES TR

26.93%

Shares7.3K

Event2026-03-31

Filed2026-04-22

DFCF

DIMENSIONAL ETF TRUST

100.00%

Shares13.5K

Event2026-03-31

Filed2026-04-22

CIEN

CIENA CORP

New

Shares1.5K

Event2026-03-31

Filed2026-04-22

JRI

NUVEEN REAL ASSET INCOME & G

101.85%

Shares46.3K

Event2026-03-31

Filed2026-04-22

INTC

INTEL CORP

107.90%

Shares12.8K

Event2026-03-31

Filed2026-04-22

OCTW

AIM ETF PRODUCTS TRUST

100.00%

Shares14.7K

Event2026-03-31

Filed2026-04-22

WAYFAIR INC

206.16%

Shares7.5K

Event2026-03-31

Filed2026-04-22

APRW

AIM ETF PRODUCTS TRUST

100.00%

Shares15.8K

Event2026-03-31

Filed2026-04-22

GGAL

GRUPO FINANCIERO GALICIA S.A

New

Shares12.0K

Event2026-03-31

Filed2026-04-22

ENERGY TRANSFER L P

100.69%

Shares29.0K

Event2026-03-31

Filed2026-04-22

MSI

MOTOROLA SOLUTIONS INC

113.27%

Shares1.3K

Event2026-03-31

Filed2026-04-22

PDI

PIMCO DYNAMIC INCOME FD

90.80%

Shares32.6K

Event2026-03-31

Filed2026-04-22

CCJ

CAMECO CORP

100.00%

Shares5.1K

Event2026-03-31

Filed2026-04-22

ARLU

AIM ETF PRODUCTS TRUST

96.25%

Shares19.1K

Event2026-03-31

Filed2026-04-22

TXN

TEXAS INSTRS INC

100.43%

Shares2.8K

Event2026-03-31

Filed2026-04-22

BLOOM ENERGY CORP

New

Shares4.0K

Event2026-03-31

Filed2026-04-22

GNMA

ISHARES TR

100.00%

Shares12.2K

Event2026-03-31

Filed2026-04-22

OCTT

AIM ETF PRODUCTS TRUST

100.00%

Shares12.8K

Event2026-03-31

Filed2026-04-22

XLY

SELECT SECTOR SPDR TR

102.13%

Shares4.9K

Event2026-03-31

Filed2026-04-22

USXF

ISHARES TR

98.32%

Shares9.7K

Event2026-03-31

Filed2026-04-22

ERO

ERO COPPER CORP

New

Shares20.0K

Event2026-03-31

Filed2026-04-22

GOF

GUGGENHEIM STRATEGIC OPPORTU

102.48%

Shares48.3K

Event2026-03-31

Filed2026-04-22

SCHF

SCHWAB STRATEGIC TR

New

Shares21.5K

Event2026-03-31

Filed2026-04-22

WBI

WATERBRIDGE INFRASTRUCTURE L

New

Shares19.9K

Event2026-03-31

Filed2026-04-22

XLG

INVESCO EXCHANGE TRADED FD T

-79.15%

Shares9.7K

Event2026-03-31

Filed2026-04-22

FTHI

FIRST TR EXCHANGE TRADED FD

101.03%

Shares23.0K

Event2026-03-31

Filed2026-04-22

KMB

KIMBERLY-CLARK CORP

New

Shares5.5K

Event2026-03-31

Filed2026-04-22

TMO

THERMO FISHER SCIENTIFIC INC

126.38%

Shares1.1K

Event2026-03-31

Filed2026-04-22

NBIS

NEBIUS GROUP N.V.

105.74%

Shares5.0K

Event2026-03-31

Filed2026-04-22

JPC

NUVEEN PFD & INCOME OPPORTUN

100.00%

Shares69.0K

Event2026-03-31

Filed2026-04-22

IGSB

ISHARES TR

94.41%

Shares9.9K

Event2026-03-31

Filed2026-04-22

TOL

TOLL BROTHERS INC

90.00%

Shares3.8K

Event2026-03-31

Filed2026-04-22

STANLEY BLACK & DECKER INC

90.40%

Shares7.3K

Event2026-03-31

Filed2026-04-22

FSLR

FIRST SOLAR INC

New

Shares2.6K

Event2026-03-31

Filed2026-04-22

ARM

ARM HOLDINGS PLC

New

Shares3.4K

Event2026-03-31

Filed2026-04-22

GSIE

GOLDMAN SACHS ETF TR

89.76%

Shares11.7K

Event2026-03-31

Filed2026-04-22

CELESTICA INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-22

QBTS

D-WAVE QUANTUM INC

New

Shares34.8K

Event2026-03-31

Filed2026-04-22

DFIC

DIMENSIONAL ETF TRUST

100.00%

Shares14.1K

Event2026-03-31

Filed2026-04-22

BMY

BRISTOL-MYERS SQUIBB CO

99.27%

Shares8.2K

Event2026-03-31

Filed2026-04-22

TRANE TECHNOLOGIES PLC

109.51%

Shares1.2K

Event2026-03-31

Filed2026-04-22

DTE

DTE ENERGY CO

101.91%

Shares3.4K

Event2026-03-31

Filed2026-04-22

MTN

VAIL RESORTS INC

129.29%

Shares3.9K

Event2026-03-31

Filed2026-04-22

VTV

VANGUARD INDEX FDS

91.47%

Shares2.5K

Event2026-03-31

Filed2026-04-22

DFEM

DIMENSIONAL ETF TRUST

100.00%

Shares14.2K

Event2026-03-31

Filed2026-04-22

HROW

HARROW INC

80.52%

Shares13.9K

Event2026-03-31

Filed2026-04-22

GLW

CORNING INC

New

Shares3.6K

Event2026-03-31

Filed2026-04-22

MET

METLIFE INC

103.01%

Shares6.9K

Event2026-03-31

Filed2026-04-22

QALT

SEI EXCHANGE TRADED FUNDS

75.54%

Shares19.1K

Event2026-03-31

Filed2026-04-22

UVV

UNIVERSAL CORP VA MTNS BK EN

New

Shares9.2K

Event2026-03-31

Filed2026-04-22

NVBW

AIM ETF PRODUCTS TRUST

100.00%

Shares14.5K

Event2026-03-31

Filed2026-04-22

PLD

PROLOGIS INC.

New

Shares3.6K

Event2026-03-31

Filed2026-04-22

TJUL

INNOVATOR ETFS TRUST

92.86%

Shares16.2K

Event2026-03-31

Filed2026-04-22

CALF

PACER FDS TR

96.26%

Shares10.5K

Event2026-03-31

Filed2026-04-22

BCAT

BLACKROCK CAP ALLOCATION TER

100.00%

Shares33.3K

Event2026-03-31

Filed2026-04-22

EMB

ISHARES TR

-16.05%

Shares5.0K

Event2026-03-31

Filed2026-04-22

ARCC

ARES CAPITAL CORP

108.66%

Shares26.0K

Event2026-03-31

Filed2026-04-22

FISERV INC

New

Shares8.4K

Event2026-03-31

Filed2026-04-22

EPD

ENTERPRISE PRODS PARTNERS L

63.35%

Shares12.3K

Event2026-03-31

Filed2026-04-22

ESGE

ISHARES INC

95.18%

Shares10.2K

Event2026-03-31

Filed2026-04-22

OKE

ONEOK INC NEW

New

Shares5.1K

Event2026-03-31

Filed2026-04-22

RCL

ROYAL CARIBBEAN GROUP

New

Shares1.7K

Event2026-03-31

Filed2026-04-22

IDEF

BLACKROCK ETF TRUST

New

Shares13.9K

Event2026-03-31

Filed2026-04-22

CWST

CASELLA WASTE SYS INC

100.35%

Shares5.7K

Event2026-03-31

Filed2026-04-22

TDVI

FIRST TR EXCHANGE-TRADED FD

125.42%

Shares17.1K

Event2026-03-31

Filed2026-04-22

VGIT

VANGUARD SCOTTSDALE FDS

87.85%

Shares7.6K

Event2026-03-31

Filed2026-04-22

MFC

MANULIFE FINL CORP

97.95%

Shares13.1K

Event2026-03-31

Filed2026-04-22

PAGAYA TECHNOLOGIES LTD

New

Shares38.8K

Event2026-03-31

Filed2026-04-22

EBAY

EBAY INC.

39.48%

Shares5.0K

Event2026-03-31

Filed2026-04-22

SMH

VANECK ETF TRUST

New

Shares1.2K

Event2026-03-31

Filed2026-04-22

OCTU

AIM ETF PRODUCTS TRUST

100.00%

Shares15.8K

Event2026-03-31

Filed2026-04-22

CGGR

CAPITAL GROUP GROWTH ETF

114.32%

Shares10.9K

Event2026-03-31

Filed2026-04-22

EMGF

ISHARES INC

56.52%

Shares7.1K

Event2026-03-31

Filed2026-04-22

ORLY

OREILLY AUTOMOTIVE INC

104.11%

Shares4.7K

Event2026-03-31

Filed2026-04-22

SHY

ISHARES TR

59.43%

Shares5.1K

Event2026-03-31

Filed2026-04-22

SIXF

AIM ETF PRODUCTS TRUST

New

Shares13.5K

Event2026-03-31

Filed2026-04-22

BNDC

FLEXSHARES TR

New

Shares19.0K

Event2026-03-31

Filed2026-04-22

RBRK

RUBRIK INC.

New

Shares8.5K

Event2026-03-31

Filed2026-04-22

BBUS

J P MORGAN EXCHANGE TRADED F

100.00%

Shares3.6K

Event2026-03-31

Filed2026-04-22

XLSR

SSGA ACTIVE TR

99.23%

Shares7.2K

Event2026-03-31

Filed2026-04-22

VTWO

VANGUARD SCOTTSDALE FDS

97.81%

Shares4.2K

Event2026-03-31

Filed2026-04-22

GSLC

GOLDMAN SACHS ETF TR

99.64%

Shares3.3K

Event2026-03-31

Filed2026-04-22

FSMB

FIRST TR EXCH TRADED FD III

100.00%

Shares20.6K

Event2026-03-31

Filed2026-04-22

SPBW

AIM ETF PRODUCTS TRUST

100.00%

Shares15.1K

Event2026-03-31

Filed2026-04-22

WASTE MGMT INC DEL

New

Shares1.8K

Event2026-03-31

Filed2026-04-22

DFSD

DIMENSIONAL ETF TRUST

98.46%

Shares8.5K

Event2026-03-31

Filed2026-04-22

ICOW

PACER FDS TR

New

Shares9.5K

Event2026-03-31

Filed2026-04-22

EVLV

EVOLV TECHNOLOGIES HLDNGS IN

277.56%

Shares66.6K

Event2026-03-31

Filed2026-04-22

XLF

SELECT SECTOR SPDR TR

101.97%

Shares8.0K

Event2026-03-31

Filed2026-04-22

PSFD

PACER FDS TR

New

Shares10.8K

Event2026-03-31

Filed2026-04-22

DOMINION ENERGY INC

-32.67%

Shares6.3K

Event2026-03-31

Filed2026-04-22

NDMO

NUVEEN DYNAMIC MUN OPPORTUNI

101.37%

Shares38.1K

Event2026-03-31

Filed2026-04-22

SBUX

STARBUCKS CORP

-53.61%

Shares4.4K

Event2026-03-31

Filed2026-04-22

KKR & CO INC

109.54%

Shares4.2K

Event2026-03-31

Filed2026-04-22

PWR

QUANTA SVCS INC

-10.49%

Shares708

Event2026-03-31

Filed2026-04-22

XHB

SPDR SERIES TRUST

100.00%

Shares3.9K

Event2026-03-31

Filed2026-04-22

RITM

RITHM CAPITAL CORP

New

Shares40.7K

Event2026-03-31

Filed2026-04-22

SDY

SPDR SERIES TRUST

New

Shares2.6K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

AVY Call CallAVERY DENNISON CORP7.0K sharesnew addition2026-03-312026-04-22

DOCU Call CallDOCUSIGN INC2.0K sharesnew addition2026-03-312026-04-22

PFE Call CallPFIZER INC2.4K shares100.00%2026-03-312026-04-22

CDNS Call CallCADENCE DESIGN SYSTEM INC200 sharesnew addition2026-03-312026-04-22

NVO Call CallNOVO-NORDISK A S1.2K sharesnew addition2026-03-312026-04-22

ZETA Call CallZETA GLOBAL HOLDINGS CORP1.2K sharesnew addition2026-03-312026-04-22

PATH Call CallUIPATH INC400 shares-60.00%2026-03-312026-04-22

AVY Call

AVERY DENNISON CORP

New

Shares7.0K

Event2026-03-31

Filed2026-04-22

DOCU Call

DOCUSIGN INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-22

PFE Call

PFIZER INC

100.00%

Shares2.4K

Event2026-03-31

Filed2026-04-22

CDNS Call

CADENCE DESIGN SYSTEM INC

New

Shares200

Event2026-03-31

Filed2026-04-22

NVO Call

NOVO-NORDISK A S

New

Shares1.2K

Event2026-03-31

Filed2026-04-22

ZETA Call

ZETA GLOBAL HOLDINGS CORP

New

Shares1.2K

Event2026-03-31

Filed2026-04-22

PATH Call

UIPATH INC

-60.00%

Shares400

Event2026-03-31

Filed2026-04-22

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T600 shares50.00%2026-03-312026-04-22

SPY Put

STATE STR SPDR S&P 500 ETF T

50.00%

Shares600

Event2026-03-31

Filed2026-04-22