The Analysis of Rockefeller Capital Management L.P.'s Holdings & P&L


Currently, Rockefeller Capital Management L.P. holds 4684 types of securities in its portfolio with a total value $56.4B. In the most recent quarter, they have increased their positions in N/A (+473.4K shares, valued at $93.2M), EFA (+951.5K shares, valued at $92.4M), N/A (+1.4M shares, valued at $92.0M); decreased their positions in N/A (-6.6M shares, valued at $3.9B), SPY (-4.8M shares, valued at $3.1B), META (-4.5M shares, valued at $2.6B); initiated new positions in N/A (+473.4K shares, valued at $93.2M), EVSD (+337.6K shares, valued at $17.2M).


1M P&L
+834.3M+0.99%
3M P&L
-1.7B-1.98%
HY P&L
+55.4M+0.07%

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/A18.9B
39.3%
2Software - Infrastructure2.9B
6.0%
3Semiconductors2.5B
5.1%

Top Industries by Stock Count

1N/A1617 stocks
36.7%
2Biotechnology221 stocks
5.0%
3Banks - Regional188 stocks
4.3%
Stock Holdings
SPY
STATE STR SPDR S&P 500 ETF T
-61.76%
Shares2.9M
Event2026-03-31
Filed2026-05-14
AAPL
APPLE INC
-34.92%
Shares6.7M
Event2026-03-31
Filed2026-05-14
NVDA
NVIDIA CORPORATION
-3.49%
Shares9.0M
Event2026-03-31
Filed2026-05-14
MSFT
MICROSOFT CORP
-50.16%
Shares4.0M
Event2026-03-31
Filed2026-05-14
ALPHABET INC
ALPHABET INC
-0.53%
Shares4.3M
Event2026-03-31
Filed2026-05-14
AMZN
AMAZON COM INC
-40.72%
Shares5.9M
Event2026-03-31
Filed2026-05-14
BROADCOM INC
BROADCOM INC
-3.74%
Shares3.0M
Event2026-03-31
Filed2026-05-14
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-82.45%
Shares1.4M
Event2026-03-31
Filed2026-05-14
IVV
ISHARES TR
6.18%
Shares1.1M
Event2026-03-31
Filed2026-05-14
JPM
JPMORGAN CHASE & CO
-43.05%
Shares2.4M
Event2026-03-31
Filed2026-05-14
INVESCO QQQ TR
INVESCO QQQ TR
-47.89%
Shares1.1M
Event2026-03-31
Filed2026-05-14
ALPHABET INC
ALPHABET INC
-71.67%
Shares2.1M
Event2026-03-31
Filed2026-05-14
META
META PLATFORMS INC
-80.89%
Shares1.1M
Event2026-03-31
Filed2026-05-14
RGEF
TIDAL TRUST III
-4.60%
Shares19.4M
Event2026-03-31
Filed2026-05-14
RSMC
TIDAL TRUST III
4.28%
Shares21.6M
Event2026-03-31
Filed2026-05-14
IWF
ISHARES TR
5.77%
Shares1.1M
Event2026-03-31
Filed2026-05-14
LLY
ELI LILLY & CO
9.76%
Shares503.7K
Event2026-03-31
Filed2026-05-14
COST
COSTCO WHOLESALE CORPORATION
-77.81%
Shares424.5K
Event2026-03-31
Filed2026-05-14
V
VISA INC
-73.06%
Shares1.4M
Event2026-03-31
Filed2026-05-14
GLD
SPDR GOLD TR
-1.21%
Shares926.8K
Event2026-03-31
Filed2026-05-14
VTI
VANGUARD INDEX FDS
3.25%
Shares1.1M
Event2026-03-31
Filed2026-05-14
XOM
EXXON MOBIL CORP
6.20%
Shares2.0M
Event2026-03-31
Filed2026-05-14
GEV
GE VERNOVA INC
6.46%
Shares382.9K
Event2026-03-31
Filed2026-05-14
IWD
ISHARES TR
6.85%
Shares1.5M
Event2026-03-31
Filed2026-05-14
HD
HOME DEPOT INC
-62.70%
Shares985.0K
Event2026-03-31
Filed2026-05-14
CVX
CHEVRON CORPORATION
-45.80%
Shares1.6M
Event2026-03-31
Filed2026-05-14
TSM
TAIWAN SEMICONDUCTOR MANUFAC
8.50%
Shares946.3K
Event2026-03-31
Filed2026-05-14
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-37.04%
Shares1.6M
Event2026-03-31
Filed2026-05-14
VEA
VANGUARD TAX-MANAGED FDS
-13.32%
Shares4.8M
Event2026-03-31
Filed2026-05-14
EFA
ISHARES TR
44.53%
Shares3.1M
Event2026-03-31
Filed2026-05-14
VTV
VANGUARD INDEX FDS
8.00%
Shares1.5M
Event2026-03-31
Filed2026-05-14
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
5.38%
Shares573.7K
Event2026-03-31
Filed2026-05-14
VUG
VANGUARD INDEX FDS
3.67%
Shares614.6K
Event2026-03-31
Filed2026-05-14
XLK
SELECT SECTOR SPDR TR
5.80%
Shares2.0M
Event2026-03-31
Filed2026-05-14
SHEL
SHELL PLC
0.63%
Shares2.8M
Event2026-03-31
Filed2026-05-14
IEFA
ISHARES TR
9.79%
Shares2.9M
Event2026-03-31
Filed2026-05-14
JNJ
JOHNSON & JOHNSON
12.45%
Shares1.1M
Event2026-03-31
Filed2026-05-14
UBER
UBER TECHNOLOGIES INC
11.49%
Shares3.6M
Event2026-03-31
Filed2026-05-14
NEE
NEXTERA ENERGY INC
16.89%
Shares2.6M
Event2026-03-31
Filed2026-05-14
MCD
MCDONALDS CORP
-66.47%
Shares760.7K
Event2026-03-31
Filed2026-05-14
RMOP
TIDAL TRUST III
28.61%
Shares9.2M
Event2026-03-31
Filed2026-05-14
VO
VANGUARD INDEX FDS
8.30%
Shares798.7K
Event2026-03-31
Filed2026-05-14
AMGN
AMGEN INC
-71.87%
Shares643.9K
Event2026-03-31
Filed2026-05-14
TJX
TJX COS INC NEW
5.16%
Shares1.4M
Event2026-03-31
Filed2026-05-14
KO
COCA COLA CO
1.52%
Shares2.9M
Event2026-03-31
Filed2026-05-14
CRWD
CROWDSTRIKE HLDGS INC
-31.44%
Shares566.5K
Event2026-03-31
Filed2026-05-14
IJR
ISHARES TR
10.91%
Shares1.8M
Event2026-03-31
Filed2026-05-14
BLACKROCK INC
BLACKROCK INC
-90.30%
Shares224.8K
Event2026-03-31
Filed2026-05-14
MERCK & CO INC
MERCK & CO INC
0.80%
Shares1.8M
Event2026-03-31
Filed2026-05-14
IJH
ISHARES TR
7.85%
Shares3.1M
Event2026-03-31
Filed2026-05-14
TMO
THERMO FISHER SCIENTIFIC INC
-82.81%
Shares427.3K
Event2026-03-31
Filed2026-05-14
VGT
VANGUARD WORLD FD
4.15%
Shares299.7K
Event2026-03-31
Filed2026-05-14
CAT
CATERPILLAR INC
-15.19%
Shares294.2K
Event2026-03-31
Filed2026-05-14
LINDE PLC
LINDE PLC
19.83%
Shares415.8K
Event2026-03-31
Filed2026-05-14
WMT
WALMART INC
-53.39%
Shares1.6M
Event2026-03-31
Filed2026-05-14
ABBV
ABBVIE INC
-64.68%
Shares912.0K
Event2026-03-31
Filed2026-05-14
IWM
ISHARES TR
-54.10%
Shares770.8K
Event2026-03-31
Filed2026-05-14
LHX
L3HARRIS TECHNOLOGIES INC
-4.72%
Shares539.2K
Event2026-03-31
Filed2026-05-14
PH
PARKER-HANNIFIN CORP
2.31%
Shares202.0K
Event2026-03-31
Filed2026-05-14
CSCO
CISCO SYS INC
-7.27%
Shares2.3M
Event2026-03-31
Filed2026-05-14
AMD
ADVANCED MICRO DEVICES INC
7.07%
Shares878.0K
Event2026-03-31
Filed2026-05-14
VIG
VANGUARD SPECIALIZED FUNDS
-0.51%
Shares824.5K
Event2026-03-31
Filed2026-05-14
CRM
SALESFORCE INC
-77.63%
Shares944.8K
Event2026-03-31
Filed2026-05-14
TSLA
TESLA INC
-29.45%
Shares469.4K
Event2026-03-31
Filed2026-05-14
ISHARES GOLD TR
ISHARES GOLD TR
-1.48%
Shares2.0M
Event2026-03-31
Filed2026-05-14
T
AT&T INC
28.19%
Shares6.0M
Event2026-03-31
Filed2026-05-14
PG
PROCTER & GAMBLE CO
-50.85%
Shares1.2M
Event2026-03-31
Filed2026-05-14
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-12.61%
Shares1.4M
Event2026-03-31
Filed2026-05-14
VWO
VANGUARD INTL EQUITY INDEX F
-27.92%
Shares3.1M
Event2026-03-31
Filed2026-05-14
PLTR
PALANTIR TECHNOLOGIES INC
-49.26%
Shares1.1M
Event2026-03-31
Filed2026-05-14
PANW
PALO ALTO NETWORKS INC
2.96%
Shares1.0M
Event2026-03-31
Filed2026-05-14
EMR
EMERSON ELEC CO
4.30%
Shares1.2M
Event2026-03-31
Filed2026-05-14
GS
GOLDMAN SACHS GROUP INC
10.01%
Shares189.3K
Event2026-03-31
Filed2026-05-14
VEU
VANGUARD INTL EQUITY INDEX F
7.94%
Shares2.1M
Event2026-03-31
Filed2026-05-14
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
-6.43%
Shares757.2K
Event2026-03-31
Filed2026-05-14
ABT
ABBOTT LABORATORIES
-47.99%
Shares1.5M
Event2026-03-31
Filed2026-05-14
GE AEROSPACE
GE AEROSPACE
1.78%
Shares531.1K
Event2026-03-31
Filed2026-05-14
IBM
INTERNATIONAL BUSINESS MACHS
9.77%
Shares618.9K
Event2026-03-31
Filed2026-05-14
AMAT
APPLIED MATLS INC
-6.76%
Shares436.4K
Event2026-03-31
Filed2026-05-14
VZ
VERIZON COMMUNICATIONS INC
6.35%
Shares2.9M
Event2026-03-31
Filed2026-05-14
NFLX
NETFLIX INC.
-65.66%
Shares1.5M
Event2026-03-31
Filed2026-05-14
UNP
UNION PAC CORP
-0.68%
Shares581.2K
Event2026-03-31
Filed2026-05-14
VT
VANGUARD INTL EQUITY INDEX F
-2.44%
Shares1.0M
Event2026-03-31
Filed2026-05-14
ADI
ANALOG DEVICES INC
2.29%
Shares434.3K
Event2026-03-31
Filed2026-05-14
BIL
SPDR SERIES TRUST
-68.61%
Shares1.5M
Event2026-03-31
Filed2026-05-14
TOTALENERGIES SE
TOTALENERGIES SE
17.30%
Shares1.5M
Event2026-03-31
Filed2026-05-14
SOXX
ISHARES TR
2.39%
Shares407.2K
Event2026-03-31
Filed2026-05-14
IEMG
ISHARES INC
18.43%
Shares1.9M
Event2026-03-31
Filed2026-05-14
ASML
ASML HLDG NV
8.47%
Shares96.5K
Event2026-03-31
Filed2026-05-14
BLACKSTONE INC
BLACKSTONE INC
29.57%
Shares1.1M
Event2026-03-31
Filed2026-05-14
RTX
RTX CORPORATION
6.46%
Shares642.6K
Event2026-03-31
Filed2026-05-14
VB
VANGUARD INDEX FDS
3.72%
Shares459.4K
Event2026-03-31
Filed2026-05-14
PLD
PROLOGIS INC.
-76.97%
Shares886.5K
Event2026-03-31
Filed2026-05-14
EQIX
EQUINIX INC
-6.79%
Shares119.1K
Event2026-03-31
Filed2026-05-14
SMH
VANECK ETF TRUST
-95.18%
Shares303.5K
Event2026-03-31
Filed2026-05-14
VXUS
VANGUARD STAR FDS
29.01%
Shares1.5M
Event2026-03-31
Filed2026-05-14
PEP
PEPSICO INC
-65.74%
Shares747.6K
Event2026-03-31
Filed2026-05-14
DLR
DIGITAL RLTY TR INC
0.78%
Shares641.7K
Event2026-03-31
Filed2026-05-14
AER
AERCAP HOLDINGS NV
-1.20%
Shares838.4K
Event2026-03-31
Filed2026-05-14
CDNS
CADENCE DESIGN SYSTEM INC
21.55%
Shares410.9K
Event2026-03-31
Filed2026-05-14
EQT CORP
EQT CORP
467.51%
Shares1.8M
Event2026-03-31
Filed2026-05-14
TLT
ISHARES TR
-5.18%
Shares1.3M
Event2026-03-31
Filed2026-05-14
MU
MICRON TECHNOLOGY INC
-13.44%
Shares318.2K
Event2026-03-31
Filed2026-05-14
AXP
AMERICAN EXPRESS CO
-7.18%
Shares347.4K
Event2026-03-31
Filed2026-05-14
EATON CORP PLC
EATON CORP PLC
11.79%
Shares286.1K
Event2026-03-31
Filed2026-05-14
VBR
VANGUARD INDEX FDS
-2.23%
Shares464.3K
Event2026-03-31
Filed2026-05-14
IVW
ISHARES TR
-13.50%
Shares885.5K
Event2026-03-31
Filed2026-05-14
ORCL
ORACLE CORP
8.12%
Shares679.2K
Event2026-03-31
Filed2026-05-14
ET
ENERGY TRANSFER L P
13.04%
Shares5.1M
Event2026-03-31
Filed2026-05-14
JEPI
J P MORGAN EXCHANGE TRADED F
-2.38%
Shares1.7M
Event2026-03-31
Filed2026-05-14
KMI
KINDER MORGAN INC DEL
1.41%
Shares2.9M
Event2026-03-31
Filed2026-05-14
VBK
VANGUARD INDEX FDS
-2.39%
Shares317.7K
Event2026-03-31
Filed2026-05-14
UNH
UNITEDHEALTH GROUP INC
-81.03%
Shares353.3K
Event2026-03-31
Filed2026-05-14
BA
BOEING CO
18.53%
Shares477.2K
Event2026-03-31
Filed2026-05-14
MA
MASTERCARD INCORPORATED
1.67%
Shares189.5K
Event2026-03-31
Filed2026-05-14
XLF
SELECT SECTOR SPDR TR
-4.35%
Shares1.9M
Event2026-03-31
Filed2026-05-14
ISRG
INTUITIVE SURGICAL INC
-1.25%
Shares204.4K
Event2026-03-31
Filed2026-05-14
FANG
DIAMONDBACK ENERGY INC
-3.98%
Shares476.1K
Event2026-03-31
Filed2026-05-14
CITIGROUP INC
CITIGROUP INC
-10.64%
Shares825.7K
Event2026-03-31
Filed2026-05-14
LNG
CHENIERE ENERGY INC
1.16%
Shares328.7K
Event2026-03-31
Filed2026-05-14
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares473.4K
Event2026-03-31
Filed2026-05-14
IWR
ISHARES TR
2.55%
Shares949.6K
Event2026-03-31
Filed2026-05-14
HON
HONEYWELL INTL INC
1.44%
Shares401.6K
Event2026-03-31
Filed2026-05-14
BAC
BANK AMERICA CORP
-0.83%
Shares1.9M
Event2026-03-31
Filed2026-05-14
IVE
ISHARES TR
-26.83%
Shares426.4K
Event2026-03-31
Filed2026-05-14
XLE
SELECT SECTOR SPDR TR
-12.25%
Shares1.4M
Event2026-03-31
Filed2026-05-14
MGK
VANGUARD WORLD FD
-2.10%
Shares239.3K
Event2026-03-31
Filed2026-05-14
CB
CHUBB LTD SWITZ
0.46%
Shares268.9K
Event2026-03-31
Filed2026-05-14
CEG
CONSTELLATION ENERGY CORP
46.52%
Shares308.9K
Event2026-03-31
Filed2026-05-14
XLV
SELECT SECTOR SPDR TR
-6.32%
Shares584.9K
Event2026-03-31
Filed2026-05-14
VOT
VANGUARD INDEX FDS
-22.69%
Shares328.1K
Event2026-03-31
Filed2026-05-14
BIV
VANGUARD BD INDEX FDS
199.02%
Shares1.1M
Event2026-03-31
Filed2026-05-14
DVY
ISHARES TR
8.64%
Shares551.4K
Event2026-03-31
Filed2026-05-14
BABA
ALIBABA GROUP HLDG LTD
2.24%
Shares664.7K
Event2026-03-31
Filed2026-05-14
APH
AMPHENOL CORP
20.12%
Shares646.9K
Event2026-03-31
Filed2026-05-14
EPD
ENTERPRISE PRODS PARTNERS L
5.07%
Shares2.1M
Event2026-03-31
Filed2026-05-14
FITB
FIFTH THIRD BANCORP
-1.48%
Shares1.7M
Event2026-03-31
Filed2026-05-14
XLI
SELECT SECTOR SPDR TR
-6.70%
Shares488.5K
Event2026-03-31
Filed2026-05-14
WMB
WILLIAMS COS INC
-1.13%
Shares1.1M
Event2026-03-31
Filed2026-05-14
VONG
VANGUARD SCOTTSDALE FDS
96.36%
Shares716.1K
Event2026-03-31
Filed2026-05-14
AZO
AUTOZONE INC
34.96%
Shares23.0K
Event2026-03-31
Filed2026-05-14
DIS
DISNEY WALT CO
13.04%
Shares804.0K
Event2026-03-31
Filed2026-05-14
QUAL
ISHARES TR
1.32%
Shares401.4K
Event2026-03-31
Filed2026-05-14
USFR
WISDOMTREE TR
18.22%
Shares1.5M
Event2026-03-31
Filed2026-05-14
SPOT
SPOTIFY TECHNOLOGY S A
77.67%
Shares158.2K
Event2026-03-31
Filed2026-05-14
VRT
VERTIV HOLDINGS CO
13.95%
Shares302.5K
Event2026-03-31
Filed2026-05-14
RGA
REINSURANCE GROUP AMER INC
-16.70%
Shares369.6K
Event2026-03-31
Filed2026-05-14
SLV
ISHARES SILVER TR
22.39%
Shares1.1M
Event2026-03-31
Filed2026-05-14
MUB
ISHARES TR
8.74%
Shares706.5K
Event2026-03-31
Filed2026-05-14
ORLY
OREILLY AUTOMOTIVE INC
7.44%
Shares811.2K
Event2026-03-31
Filed2026-05-14
NDAQ
NASDAQ INC
3.38%
Shares880.0K
Event2026-03-31
Filed2026-05-14
VOE
VANGUARD INDEX FDS
-22.35%
Shares399.2K
Event2026-03-31
Filed2026-05-14
JCI
JOHNSON CONTROLS INTERNATION
8.56%
Shares560.2K
Event2026-03-31
Filed2026-05-14
ITOT
ISHARES TR
21.31%
Shares514.6K
Event2026-03-31
Filed2026-05-14
MEDTRONIC PLC
MEDTRONIC PLC
17.30%
Shares844.2K
Event2026-03-31
Filed2026-05-14
GDX
VANECK ETF TRUST
-18.46%
Shares789.0K
Event2026-03-31
Filed2026-05-14
RSG
REPUBLIC SVCS INC
-3.54%
Shares327.6K
Event2026-03-31
Filed2026-05-14
LMT
LOCKHEED MARTIN CORP
-3.04%
Shares117.8K
Event2026-03-31
Filed2026-05-14
MGV
VANGUARD WORLD FD
2.20%
Shares484.2K
Event2026-03-31
Filed2026-05-14
BOXX
EA SERIES TRUST
-0.76%
Shares601.4K
Event2026-03-31
Filed2026-05-14
URI
UNITED RENTALS INC
-17.94%
Shares95.2K
Event2026-03-31
Filed2026-05-14
GLDM
WORLD GOLD TR
11.61%
Shares740.3K
Event2026-03-31
Filed2026-05-14
SHOP
SHOPIFY INC
-91.26%
Shares574.4K
Event2026-03-31
Filed2026-05-14
DHR
DANAHER CORP DEL
-81.97%
Shares355.8K
Event2026-03-31
Filed2026-05-14
CENCORA INC
CENCORA INC
7.34%
Shares214.4K
Event2026-03-31
Filed2026-05-14
IEF
ISHARES TR
-28.00%
Shares704.6K
Event2026-03-31
Filed2026-05-14
VRTX
VERTEX PHARMACEUTICALS INC
9.57%
Shares149.7K
Event2026-03-31
Filed2026-05-14
TXN
TEXAS INSTRS INC
-0.05%
Shares343.2K
Event2026-03-31
Filed2026-05-14
SPDW
SPDR INDEX SHS FDS
-0.25%
Shares1.5M
Event2026-03-31
Filed2026-05-14
RDVY
FIRST TR EXCHANGE TRADED FD
1.69%
Shares967.6K
Event2026-03-31
Filed2026-05-14
RY
ROYAL BK CDA
2.35%
Shares404.0K
Event2026-03-31
Filed2026-05-14
SNEX
STONEX GROUP INC
32.65%
Shares810.0K
Event2026-03-31
Filed2026-05-14
MS
MORGAN STANLEY
-34.83%
Shares395.1K
Event2026-03-31
Filed2026-05-14
SNOW
SNOWFLAKE INC
-49.77%
Shares422.9K
Event2026-03-31
Filed2026-05-14
DGRW
WISDOMTREE TR
-35.24%
Shares723.6K
Event2026-03-31
Filed2026-05-14
EEM
ISHARES TR
21.94%
Shares1.1M
Event2026-03-31
Filed2026-05-14
VCSH
VANGUARD SCOTTSDALE FDS
6.80%
Shares799.5K
Event2026-03-31
Filed2026-05-14
PAAA
PGIM ETF TR
44.59%
Shares1.2M
Event2026-03-31
Filed2026-05-14
COP
CONOCOPHILLIPS
5.57%
Shares467.9K
Event2026-03-31
Filed2026-05-14
SHV
ISHARES TR
5.16%
Shares555.3K
Event2026-03-31
Filed2026-05-14
MPC
MARATHON PETE CORP
-12.14%
Shares250.3K
Event2026-03-31
Filed2026-05-14
WFC
WELLS FARGO & CO
7.25%
Shares765.3K
Event2026-03-31
Filed2026-05-14
O
REALTY INCOME CORP
-73.11%
Shares986.0K
Event2026-03-31
Filed2026-05-14
BJ
BJS WHSL CLUB HLDGS INC
0.19%
Shares611.6K
Event2026-03-31
Filed2026-05-14
HASI
HA SUSTAINABLE INFRA CAP INC
10.94%
Shares1.6M
Event2026-03-31
Filed2026-05-14
GLW
CORNING INC
5.02%
Shares438.8K
Event2026-03-31
Filed2026-05-14
PWR
QUANTA SVCS INC
11.73%
Shares108.6K
Event2026-03-31
Filed2026-05-14
DE
DEERE & CO
7.23%
Shares104.7K
Event2026-03-31
Filed2026-05-14
RACE
FERRARI N V
305.61%
Shares171.1K
Event2026-03-31
Filed2026-05-14
XLY
SELECT SECTOR SPDR TR
4.56%
Shares528.5K
Event2026-03-31
Filed2026-05-14
CGGR
CAPITAL GROUP GROWTH ETF
7.81%
Shares1.4M
Event2026-03-31
Filed2026-05-14
PFE
PFIZER INC
7.74%
Shares2.0M
Event2026-03-31
Filed2026-05-14
AVLV
AMERICAN CENTY ETF TR
-2.90%
Shares683.8K
Event2026-03-31
Filed2026-05-14
COWZ
PACER FDS TR
-19.76%
Shares877.4K
Event2026-03-31
Filed2026-05-14
POWL
POWELL INDS INC
-12.31%
Shares99.9K
Event2026-03-31
Filed2026-05-14
KT
KT CORP
1.43%
Shares2.5M
Event2026-03-31
Filed2026-05-14
MELI
MERCADOLIBRE INC
14.16%
Shares30.8K
Event2026-03-31
Filed2026-05-14
BRK.A
BERKSHIRE HATHAWAY INC DEL
-11.90%
Shares74
Event2026-03-31
Filed2026-05-14
NVO
NOVO-NORDISK A S
5.98%
Shares1.4M
Event2026-03-31
Filed2026-05-14
LOW
LOWES COS INC
0.63%
Shares221.8K
Event2026-03-31
Filed2026-05-14
SRE
SEMPRA
7.14%
Shares536.1K
Event2026-03-31
Filed2026-05-14
IYW
ISHARES TR
2.18%
Shares287.0K
Event2026-03-31
Filed2026-05-14
ICE
INTERCONTINENTAL EXCHANGE IN
-31.10%
Shares329.7K
Event2026-03-31
Filed2026-05-14
EVR
EVERCORE INC
-1.12%
Shares173.1K
Event2026-03-31
Filed2026-05-14
VONV
VANGUARD SCOTTSDALE FDS
4.67%
Shares550.4K
Event2026-03-31
Filed2026-05-14
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
26.44%
Shares460.0K
Event2026-03-31
Filed2026-05-14
HLN
HALEON PLC
-5.44%
Shares5.1M
Event2026-03-31
Filed2026-05-14
ADP
AUTOMATIC DATA PROCESSING IN
-84.81%
Shares251.2K
Event2026-03-31
Filed2026-05-14
ESE
ESCO TECHNOLOGIES INC
16.68%
Shares180.0K
Event2026-03-31
Filed2026-05-14
SDVY
FIRST TR EXCHANGE TRADED FD
14.20%
Shares1.3M
Event2026-03-31
Filed2026-05-14
ITA
ISHARES TR
21.38%
Shares230.0K
Event2026-03-31
Filed2026-05-14
JAAA
JANUS DETROIT STR TR
-28.00%
Shares997.0K
Event2026-03-31
Filed2026-05-14
SLB
SLB LIMITED
-30.26%
Shares972.0K
Event2026-03-31
Filed2026-05-14
SPHQ
INVESCO EXCHANGE TRADED FD T
0.86%
Shares663.0K
Event2026-03-31
Filed2026-05-14
VXF
VANGUARD INDEX FDS
1.84%
Shares241.2K
Event2026-03-31
Filed2026-05-14
KLAC
KLA CORP
-6.53%
Shares33.6K
Event2026-03-31
Filed2026-05-14
ROK
ROCKWELL AUTOMATION INC
102.80%
Shares137.9K
Event2026-03-31
Filed2026-05-14
IWB
ISHARES TR
-9.34%
Shares138.4K
Event2026-03-31
Filed2026-05-14
CME
CME GROUP INC
5.42%
Shares167.0K
Event2026-03-31
Filed2026-05-14
AOA
ISHARES TR
0.52%
Shares556.7K
Event2026-03-31
Filed2026-05-14
ALL
ALLSTATE CORP
-22.98%
Shares236.1K
Event2026-03-31
Filed2026-05-14
WM
WASTE MGMT INC DEL
-0.29%
Shares213.9K
Event2026-03-31
Filed2026-05-14
NOW
SERVICENOW INC
-32.93%
Shares468.9K
Event2026-03-31
Filed2026-05-14
CMI
CUMMINS INC
7.88%
Shares90.5K
Event2026-03-31
Filed2026-05-14
KEYS
KEYSIGHT TECHNOLOGIES INC
2.07%
Shares172.2K
Event2026-03-31
Filed2026-05-14
KKR & CO INC
KKR & CO INC
57.79%
Shares525.1K
Event2026-03-31
Filed2026-05-14
AEP
AMERICAN ELEC PWR CO INC
3.43%
Shares367.0K
Event2026-03-31
Filed2026-05-14
PNC
PNC FINL SVCS GROUP INC
6.01%
Shares230.6K
Event2026-03-31
Filed2026-05-14
XLC
SELECT SECTOR SPDR TR
-4.76%
Shares431.3K
Event2026-03-31
Filed2026-05-14
JAZZ
JAZZ PHARMACEUTICALS PLC
-5.99%
Shares249.2K
Event2026-03-31
Filed2026-05-14
LAM RESEARCH CORP
LAM RESEARCH CORP
-5.58%
Shares217.7K
Event2026-03-31
Filed2026-05-14
AGG
ISHARES TR
-54.36%
Shares468.6K
Event2026-03-31
Filed2026-05-14
NEM
NEWMONT CORP
-1.36%
Shares425.9K
Event2026-03-31
Filed2026-05-14
IQLT
ISHARES TR
8.06%
Shares994.4K
Event2026-03-31
Filed2026-05-14
COIN
COINBASE GLOBAL INC
-62.90%
Shares263.0K
Event2026-03-31
Filed2026-05-14
SCHF
SCHWAB STRATEGIC TR
5.12%
Shares1.8M
Event2026-03-31
Filed2026-05-14
AVUS
AMERICAN CENTY ETF TR
5.29%
Shares410.7K
Event2026-03-31
Filed2026-05-14
AMP
AMERIPRISE FINL INC
-16.97%
Shares102.5K
Event2026-03-31
Filed2026-05-14
CMS
CMS ENERGY CORP
5.27%
Shares585.3K
Event2026-03-31
Filed2026-05-14
NRG
NRG ENERGY INC
121.92%
Shares309.9K
Event2026-03-31
Filed2026-05-14
VNQ
VANGUARD INDEX FDS
1.13%
Shares509.1K
Event2026-03-31
Filed2026-05-14
PM
PHILIP MORRIS INTL INC
2.48%
Shares270.5K
Event2026-03-31
Filed2026-05-14
BSX
BOSTON SCIENTIFIC CORP
19.02%
Shares711.9K
Event2026-03-31
Filed2026-05-14
PFF
ISHARES TR
-4.59%
Shares1.5M
Event2026-03-31
Filed2026-05-14
JMUB
J P MORGAN EXCHANGE TRADED F
10.34%
Shares878.1K
Event2026-03-31
Filed2026-05-14
SGOV
ISHARES TR
7.23%
Shares435.7K
Event2026-03-31
Filed2026-05-14
MDLZ
MONDELEZ INTL INC
21.37%
Shares759.1K
Event2026-03-31
Filed2026-05-14
MET
METLIFE INC
12.47%
Shares613.9K
Event2026-03-31
Filed2026-05-14
DIA
STATE STR SPDR DOW JONES IND
-51.09%
Shares93.4K
Event2026-03-31
Filed2026-05-14
IWO
ISHARES TR
0.11%
Shares136.4K
Event2026-03-31
Filed2026-05-14
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
2.06%
Shares215.1K
Event2026-03-31
Filed2026-05-14
JEPQ
J P MORGAN EXCHANGE TRADED F
16.65%
Shares765.8K
Event2026-03-31
Filed2026-05-14
BMY
BRISTOL-MYERS SQUIBB CO
3.33%
Shares700.7K
Event2026-03-31
Filed2026-05-14
FCFS
FIRSTCASH HOLDINGS INC
-6.77%
Shares225.3K
Event2026-03-31
Filed2026-05-14
ETR
ENTERGY CORP NEW
-0.08%
Shares375.9K
Event2026-03-31
Filed2026-05-14
DAL
DELTA AIR LINES INC
19.06%
Shares634.2K
Event2026-03-31
Filed2026-05-14
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
13.32%
Shares120.4K
Event2026-03-31
Filed2026-05-14
ARCC
ARES CAPITAL CORP
1.75%
Shares2.3M
Event2026-03-31
Filed2026-05-14
QCOM
QUALCOMM INC
1.95%
Shares319.9K
Event2026-03-31
Filed2026-05-14
VPU
VANGUARD WORLD FD
1.57%
Shares206.5K
Event2026-03-31
Filed2026-05-14
JPIE
J P MORGAN EXCHANGE TRADED F
-21.76%
Shares885.1K
Event2026-03-31
Filed2026-05-14
SPGI
S&P GLOBAL INC
-94.21%
Shares95.7K
Event2026-03-31
Filed2026-05-14
CGDV
CAPITAL GROUP DIVIDEND VALUE
10.38%
Shares949.7K
Event2026-03-31
Filed2026-05-14
BMI
BADGER METER INC
23.27%
Shares261.7K
Event2026-03-31
Filed2026-05-14
IRM
IRON MTN INC DEL
-3.68%
Shares389.1K
Event2026-03-31
Filed2026-05-14
VMBS
VANGUARD SCOTTSDALE FDS
43.56%
Shares840.8K
Event2026-03-31
Filed2026-05-14
EFV
ISHARES TR
-2.74%
Shares529.7K
Event2026-03-31
Filed2026-05-14
RDNT
RADNET INC
11.21%
Shares703.1K
Event2026-03-31
Filed2026-05-14
VV
VANGUARD INDEX FDS
41.22%
Shares131.2K
Event2026-03-31
Filed2026-05-14
EMLP
FIRST TR EXCHANGE-TRADED FD
-7.73%
Shares896.9K
Event2026-03-31
Filed2026-05-14
IUS
INVESCO EXCH TRD SLF IDX FD
0.64%
Shares675.4K
Event2026-03-31
Filed2026-05-14
SDY
SPDR SERIES TRUST
3.63%
Shares267.7K
Event2026-03-31
Filed2026-05-14
EOG
EOG RES INC
-67.64%
Shares264.6K
Event2026-03-31
Filed2026-05-14
TDY
TELEDYNE TECHNOLOGIES INC
-2.08%
Shares62.9K
Event2026-03-31
Filed2026-05-14
NOBL
PROSHARES TR
-41.75%
Shares358.5K
Event2026-03-31
Filed2026-05-14
JPST
J P MORGAN EXCHANGE TRADED F
-76.90%
Shares748.1K
Event2026-03-31
Filed2026-05-14
IWN
ISHARES TR
2.40%
Shares199.6K
Event2026-03-31
Filed2026-05-14
MTUM
ISHARES TR
1.42%
Shares157.3K
Event2026-03-31
Filed2026-05-14
FTNT
FORTINET INC
-1.59%
Shares456.2K
Event2026-03-31
Filed2026-05-14
NBIX
NEUROCRINE BIOSCIENCES INC
-44.38%
Shares282.1K
Event2026-03-31
Filed2026-05-14
AVDE
AMERICAN CENTY ETF TR
2.59%
Shares435.7K
Event2026-03-31
Filed2026-05-14
LQD
ISHARES TR
-7.11%
Shares336.8K
Event2026-03-31
Filed2026-05-14
GLTR
ABRDN PRECIOUS METALS BASKET
-4.99%
Shares167.5K
Event2026-03-31
Filed2026-05-14
XYZ
BLOCK INC
13.25%
Shares607.3K
Event2026-03-31
Filed2026-05-14
DSI
ISHARES TR
1.18%
Shares300.6K
Event2026-03-31
Filed2026-05-14
MGC
VANGUARD WORLD FD
1.80%
Shares154.0K
Event2026-03-31
Filed2026-05-14
CARR
CARRIER GLOBAL CORPORATION
6.04%
Shares646.1K
Event2026-03-31
Filed2026-05-14
AFL
AFLAC INC
-3.15%
Shares331.3K
Event2026-03-31
Filed2026-05-14
OKE
ONEOK INC NEW
1.50%
Shares401.7K
Event2026-03-31
Filed2026-05-14
FPE
FIRST TR EXCH TRADED FD III
-8.53%
Shares2.0M
Event2026-03-31
Filed2026-05-14
VGSH
VANGUARD SCOTTSDALE FDS
-2.60%
Shares608.8K
Event2026-03-31
Filed2026-05-14
PGR
PROGRESSIVE CORP
1.16%
Shares179.6K
Event2026-03-31
Filed2026-05-14
GBDC
GOLUB CAP BDC INC
-26.34%
Shares2.8M
Event2026-03-31
Filed2026-05-14
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
15.96%
Shares270.3K
Event2026-03-31
Filed2026-05-14
BDX
BECTON DICKINSON & CO
-86.47%
Shares224.3K
Event2026-03-31
Filed2026-05-14
CIBR
FIRST TR EXCHANGE-TRADED FD
-12.20%
Shares562.5K
Event2026-03-31
Filed2026-05-14
CTAS
CINTAS CORP
0.49%
Shares206.8K
Event2026-03-31
Filed2026-05-14
LRN
STRIDE INC
-1.76%
Shares396.5K
Event2026-03-31
Filed2026-05-14
SHY
ISHARES TR
-65.73%
Shares423.1K
Event2026-03-31
Filed2026-05-14
ACWI
ISHARES TR
29.52%
Shares252.3K
Event2026-03-31
Filed2026-05-14
MDY
STATE STR SPDR S&P MIDCAP 40
5.85%
Shares56.5K
Event2026-03-31
Filed2026-05-14
ROKU
ROKU INC
28.19%
Shares367.6K
Event2026-03-31
Filed2026-05-14
EWJ
ISHARES INC
2.70%
Shares409.8K
Event2026-03-31
Filed2026-05-14
ECL
ECOLAB INC
-92.51%
Shares128.8K
Event2026-03-31
Filed2026-05-14
BHP
BHP BILLITON LIMITED
11.67%
Shares469.0K
Event2026-03-31
Filed2026-05-14
IGSB
ISHARES TR
3.81%
Shares647.2K
Event2026-03-31
Filed2026-05-14
OGS
ONE GAS INC
4.37%
Shares391.1K
Event2026-03-31
Filed2026-05-14
MO
ALTRIA GROUP INC
4.17%
Shares509.1K
Event2026-03-31
Filed2026-05-14
TIP
ISHARES TR
8.79%
Shares301.9K
Event2026-03-31
Filed2026-05-14
GM
GENERAL MTRS CO
-12.46%
Shares447.2K
Event2026-03-31
Filed2026-05-14
SBUX
STARBUCKS CORP
-78.67%
Shares369.2K
Event2026-03-31
Filed2026-05-14
SCHW
SCHWAB CHARLES CORP
-84.63%
Shares349.3K
Event2026-03-31
Filed2026-05-14
SUB
ISHARES TR
5.12%
Shares308.2K
Event2026-03-31
Filed2026-05-14
AIRR
FIRST TR EXCHANGE TRADED FD
7.67%
Shares295.2K
Event2026-03-31
Filed2026-05-14
CET
CENTRAL SECS CORP
-18.10%
Shares658.2K
Event2026-03-31
Filed2026-05-14
PYPL
PAYPAL HLDGS INC
15.27%
Shares718.8K
Event2026-03-31
Filed2026-05-14
DLN
WISDOMTREE TR
-2.58%
Shares360.3K
Event2026-03-31
Filed2026-05-14
SHW
SHERWIN WILLIAMS CO
-94.83%
Shares100.3K
Event2026-03-31
Filed2026-05-14
NI
NISOURCE INC
-0.83%
Shares687.5K
Event2026-03-31
Filed2026-05-14
INTU
INTUIT
76.96%
Shares73.6K
Event2026-03-31
Filed2026-05-14
ATR
APTARGROUP INC
99.07%
Shares252.3K
Event2026-03-31
Filed2026-05-14
VCR
VANGUARD WORLD FD
5.15%
Shares88.0K
Event2026-03-31
Filed2026-05-14
COF
CAPITAL ONE FINL CORP
-30.10%
Shares172.3K
Event2026-03-31
Filed2026-05-14
DELL
DELL TECHNOLOGIES INC
-56.33%
Shares191.4K
Event2026-03-31
Filed2026-05-14
KFY
KORN FERRY
-29.82%
Shares493.6K
Event2026-03-31
Filed2026-05-14
NOC
NORTHROP GRUMMAN CORP
20.54%
Shares45.9K
Event2026-03-31
Filed2026-05-14
AMERICA MOVIL SAB DE CV
AMERICA MOVIL SAB DE CV
6.58%
Shares1.2M
Event2026-03-31
Filed2026-05-14
BKLN
INVESCO EXCH TRADED FD TR II
-42.38%
Shares1.5M
Event2026-03-31
Filed2026-05-14
MBB
ISHARES TR
2.08%
Shares323.1K
Event2026-03-31
Filed2026-05-14
DYNF
BLACKROCK ETF TRUST
31.12%
Shares520.2K
Event2026-03-31
Filed2026-05-14
XBI
SPDR SERIES TRUST
-0.10%
Shares235.8K
Event2026-03-31
Filed2026-05-14
CALF
PACER FDS TR
9.63%
Shares668.9K
Event2026-03-31
Filed2026-05-14
ZTS
ZOETIS INC
-82.64%
Shares253.2K
Event2026-03-31
Filed2026-05-14
PVAL
PUTNAM ETF TRUST
16.49%
Shares642.7K
Event2026-03-31
Filed2026-05-14
MLI
MUELLER INDS INC
-9.69%
Shares268.7K
Event2026-03-31
Filed2026-05-14
IJJ
ISHARES TR
-9.55%
Shares224.2K
Event2026-03-31
Filed2026-05-14
VFH
VANGUARD WORLD FD
-1.39%
Shares245.2K
Event2026-03-31
Filed2026-05-14
ADBE
ADOBE INC
-96.47%
Shares121.8K
Event2026-03-31
Filed2026-05-14
IUSG
ISHARES TR
8.62%
Shares190.5K
Event2026-03-31
Filed2026-05-14
ALPS ETF TR
ALPS ETF TR
-80.96%
Shares560.7K
Event2026-03-31
Filed2026-05-14
CHRW
C H ROBINSON WORLDWIDE IN
-0.86%
Shares177.3K
Event2026-03-31
Filed2026-05-14
BP
BP PLC
-1.94%
Shares624.8K
Event2026-03-31
Filed2026-05-14
IDXX
IDEXX LABS INC
-1.73%
Shares52.2K
Event2026-03-31
Filed2026-05-14
IWP
ISHARES TR
0.38%
Shares228.7K
Event2026-03-31
Filed2026-05-14
SYK
STRYKER CORPORATION
3.68%
Shares88.7K
Event2026-03-31
Filed2026-05-14
VIS
VANGUARD WORLD FD
-6.79%
Shares93.4K
Event2026-03-31
Filed2026-05-14
ARES
ARES MANAGEMENT CORPORATION
28.12%
Shares265.9K
Event2026-03-31
Filed2026-05-14
BGIG
ETF SER SOLUTIONS
752.88%
Shares863.6K
Event2026-03-31
Filed2026-05-14
CVS
CVS HEALTH CORP
32.23%
Shares397.7K
Event2026-03-31
Filed2026-05-14
IJK
ISHARES TR
7.12%
Shares280.4K
Event2026-03-31
Filed2026-05-14
DFIV
DIMENSIONAL ETF TRUST
1.06%
Shares532.5K
Event2026-03-31
Filed2026-05-14
VGLT
VANGUARD SCOTTSDALE FDS
1.57%
Shares505.6K
Event2026-03-31
Filed2026-05-14
PEG
PUBLIC SVC ENTERPRISE GROUP
1.25%
Shares345.7K
Event2026-03-31
Filed2026-05-14
IWV
ISHARES TR
-1.85%
Shares75.4K
Event2026-03-31
Filed2026-05-14
PAVE
GLOBAL X FDS
16.13%
Shares544.6K
Event2026-03-31
Filed2026-05-14
CSMD
PROFESIONALLY MANAGED PORTFO
31.13%
Shares898.5K
Event2026-03-31
Filed2026-05-14
OEF
ISHARES TR
-17.84%
Shares86.7K
Event2026-03-31
Filed2026-05-14
PRU
PRUDENTIAL FINL INC
3.83%
Shares281.4K
Event2026-03-31
Filed2026-05-14
PSX
PHILLIPS 66
-0.06%
Shares150.7K
Event2026-03-31
Filed2026-05-14
HDV
ISHARES TR
-2.04%
Shares202.0K
Event2026-03-31
Filed2026-05-14
DFAI
DIMENSIONAL ETF TRUST
3.30%
Shares703.4K
Event2026-03-31
Filed2026-05-14
FCX
FREEPORT MCMORAN INC
-10.91%
Shares466.1K
Event2026-03-31
Filed2026-05-14
ULS
UL SOLUTIONS INC
51.39%
Shares319.6K
Event2026-03-31
Filed2026-05-14
SNY
SANOFI SA
7.13%
Shares562.9K
Event2026-03-31
Filed2026-05-14
QGRW
WISDOMTREE TR
409.29%
Shares506.0K
Event2026-03-31
Filed2026-05-14
DOCN
DIGITALOCEAN HLDGS INC
6622.96%
Shares313.9K
Event2026-03-31
Filed2026-05-14
MODL
VICTORY PORTFOLIOS II
10.94%
Shares598.6K
Event2026-03-31
Filed2026-05-14
VHT
VANGUARD WORLD FD
-0.25%
Shares98.0K
Event2026-03-31
Filed2026-05-14
WDAY
WORKDAY INC
13.94%
Shares203.8K
Event2026-03-31
Filed2026-05-14
SPAB
SPDR SERIES TRUST
5.62%
Shares1.0M
Event2026-03-31
Filed2026-05-14
WYNN
WYNN RESORTS LTD
7.00%
Shares258.9K
Event2026-03-31
Filed2026-05-14
PTCT
PTC THERAPEUTICS INC
-5.14%
Shares384.7K
Event2026-03-31
Filed2026-05-14
DSTL
ETF SER SOLUTIONS
-0.94%
Shares450.8K
Event2026-03-31
Filed2026-05-14
GOVT
ISHARES TR
4.79%
Shares1.1M
Event2026-03-31
Filed2026-05-14
IWS
ISHARES TR
-10.21%
Shares177.9K
Event2026-03-31
Filed2026-05-14
BND
VANGUARD BD INDEX FDS
-81.83%
Shares351.7K
Event2026-03-31
Filed2026-05-14
MIR
MIRION TECHNOLOGIES INC
22.27%
Shares1.4M
Event2026-03-31
Filed2026-05-14
EWY
ISHARES INC
-23.09%
Shares208.3K
Event2026-03-31
Filed2026-05-14
CBOE
CBOE GLOBAL MKTS INC
2.70%
Shares91.1K
Event2026-03-31
Filed2026-05-14
OLLI
OLLIES BARGAIN OUTLET HLDGS
33.34%
Shares276.6K
Event2026-03-31
Filed2026-05-14
FVD
FIRST TR EXCHANGE-TRADED FD
-5.94%
Shares537.2K
Event2026-03-31
Filed2026-05-14
BINC
BLACKROCK ETF TRUST II
42.59%
Shares486.3K
Event2026-03-31
Filed2026-05-14
RTO
RENTOKIL INITIAL PLC
-2.04%
Shares800.2K
Event2026-03-31
Filed2026-05-14
QSR
RESTAURANT BRANDS INTL INC
3.88%
Shares340.6K
Event2026-03-31
Filed2026-05-14
FV
FIRST TR EXCHANGE TRADED FD
3.76%
Shares415.5K
Event2026-03-31
Filed2026-05-14
CSX
CSX CORP
-6.60%
Shares611.2K
Event2026-03-31
Filed2026-05-14
VDE
VANGUARD WORLD FD
3.47%
Shares144.7K
Event2026-03-31
Filed2026-05-14
CROWN CASTLE INC
CROWN CASTLE INC
542.34%
Shares307.1K
Event2026-03-31
Filed2026-05-14
VICI
VICI PPTYS INC
9.57%
Shares913.5K
Event2026-03-31
Filed2026-05-14
LULU
LULULEMON ATHLETICA INC
30.03%
Shares162.9K
Event2026-03-31
Filed2026-05-14
VLO
VALERO ENERGY CORP
-3.19%
Shares100.8K
Event2026-03-31
Filed2026-05-14
SPG
SIMON PPTY GROUP INC NEW
1.36%
Shares132.9K
Event2026-03-31
Filed2026-05-14
JAVA
J P MORGAN EXCHANGE TRADED F
871.11%
Shares342.0K
Event2026-03-31
Filed2026-05-14
VDC
VANGUARD WORLD FD
-5.72%
Shares108.8K
Event2026-03-31
Filed2026-05-14
TGT
TARGET CORP
2.47%
Shares201.5K
Event2026-03-31
Filed2026-05-14
IBN
ICICI BANK LIMITED
-61.12%
Shares927.6K
Event2026-03-31
Filed2026-05-14
CRCL
CIRCLE INTERNET GROUP INC
-3.24%
Shares246.9K
Event2026-03-31
Filed2026-05-14
OBDC
BLUE OWL CAPITAL CORPORATION
23.61%
Shares2.1M
Event2026-03-31
Filed2026-05-14
CG
CARLYLE GROUP INC
1.12%
Shares486.0K
Event2026-03-31
Filed2026-05-14
WELL
WELLTOWER INC
-9.78%
Shares118.9K
Event2026-03-31
Filed2026-05-14
JMBS
JANUS DETROIT STR TR
3.14%
Shares519.2K
Event2026-03-31
Filed2026-05-14
IJS
ISHARES TR
-13.54%
Shares197.3K
Event2026-03-31
Filed2026-05-14
DGRO
ISHARES TR
14.64%
Shares332.8K
Event2026-03-31
Filed2026-05-14
IBB
ISHARES TR
-7.28%
Shares136.9K
Event2026-03-31
Filed2026-05-14
TCAF
T ROWE PRICE ETF INC
79.66%
Shares649.6K
Event2026-03-31
Filed2026-05-14
DOV
DOVER CORP
-93.77%
Shares109.8K
Event2026-03-31
Filed2026-05-14
ACAD
ACADIA PHARMACEUTICALS INC
-7.70%
Shares1.0M
Event2026-03-31
Filed2026-05-14
SERIES PORTFOLIOS TR
SERIES PORTFOLIOS TR
33.41%
Shares789.1K
Event2026-03-31
Filed2026-05-14
MOAT
VANECK ETF TRUST
2.52%
Shares235.8K
Event2026-03-31
Filed2026-05-14
VST
VISTRA CORP
-46.37%
Shares151.6K
Event2026-03-31
Filed2026-05-14
SO
SOUTHERN CO
3.72%
Shares235.9K
Event2026-03-31
Filed2026-05-14
NDSN
NORDSON CORP
-17.45%
Shares85.3K
Event2026-03-31
Filed2026-05-14
INFL
LISTED FDS TR
13.62%
Shares436.9K
Event2026-03-31
Filed2026-05-14
SPMD
SPDR SERIES TRUST
11.72%
Shares384.0K
Event2026-03-31
Filed2026-05-14
APA CORPORATION
APA CORPORATION
400.92%
Shares534.3K
Event2026-03-31
Filed2026-05-14
JHMM
JOHN HANCOCK EXCHANGE TRADED
-10.40%
Shares336.0K
Event2026-03-31
Filed2026-05-14
AVEM
AMERICAN CENTY ETF TR
9.20%
Shares278.4K
Event2026-03-31
Filed2026-05-14
JIRE
J P MORGAN EXCHANGE TRADED F
1.13%
Shares295.7K
Event2026-03-31
Filed2026-05-14
IUSV
ISHARES TR
-0.03%
Shares216.6K
Event2026-03-31
Filed2026-05-14
REGN
REGENERON PHARMACEUTICALS
5.42%
Shares28.5K
Event2026-03-31
Filed2026-05-14
DXJ
WISDOMTREE TR
3.81%
Shares138.5K
Event2026-03-31
Filed2026-05-14
SPYG
SPDR SERIES TRUST
-59.10%
Shares220.9K
Event2026-03-31
Filed2026-05-14
VYM
VANGUARD WHITEHALL FDS
2.39%
Shares145.2K
Event2026-03-31
Filed2026-05-14
AKAM
AKAMAI TECHNOLOGIES INC
344.52%
Shares185.5K
Event2026-03-31
Filed2026-05-14
WCC
WESCO INTL INC
-9.94%
Shares77.8K
Event2026-03-31
Filed2026-05-14
BAR
GRANITESHARES GOLD TR
-0.87%
Shares459.7K
Event2026-03-31
Filed2026-05-14
FEDERAL RLTY INVT TR NEW
FEDERAL RLTY INVT TR NEW
4.34%
Shares199.6K
Event2026-03-31
Filed2026-05-14
HEDJ
WISDOMTREE TR
0.52%
Shares405.2K
Event2026-03-31
Filed2026-05-14
FJAN
FIRST TR EXCHNG TRADED FD VI
156.85%
Shares419.6K
Event2026-03-31
Filed2026-05-14
ALLW
SSGA ACTIVE TR
316.01%
Shares729.3K
Event2026-03-31
Filed2026-05-14
BMRN
BIOMARIN PHARMACEUTICAL INC
2.94%
Shares372.2K
Event2026-03-31
Filed2026-05-14
VFLO
VICTORY PORTFOLIOS II
17.11%
Shares528.2K
Event2026-03-31
Filed2026-05-14
IDCC
INTERDIGITAL INC
49.05%
Shares69.0K
Event2026-03-31
Filed2026-05-14
VCIT
VANGUARD SCOTTSDALE FDS
-27.47%
Shares251.8K
Event2026-03-31
Filed2026-05-14
UPS
UNITED PARCEL SVCS INC
2.74%
Shares211.4K
Event2026-03-31
Filed2026-05-14
INTC
INTEL CORP
1.46%
Shares470.9K
Event2026-03-31
Filed2026-05-14
SNX
TD SYNNEX CORPORATION
51.38%
Shares123.0K
Event2026-03-31
Filed2026-05-14
XLP
SELECT SECTOR SPDR TR
-2.73%
Shares252.1K
Event2026-03-31
Filed2026-05-14
AAON
AAON INC
-23.53%
Shares249.6K
Event2026-03-31
Filed2026-05-14
AIQ
GLOBAL X FDS
-20.08%
Shares441.2K
Event2026-03-31
Filed2026-05-14
MCK
MCKESSON CORP
-11.07%
Shares23.6K
Event2026-03-31
Filed2026-05-14
CWST
CASELLA WASTE SYS INC
35.75%
Shares255.7K
Event2026-03-31
Filed2026-05-14
BARRICK MNG CORP
BARRICK MNG CORP
-42.28%
Shares495.8K
Event2026-03-31
Filed2026-05-14
SPSB
SPDR SERIES TRUST
10.30%
Shares668.0K
Event2026-03-31
Filed2026-05-14
VTWO
VANGUARD SCOTTSDALE FDS
10.74%
Shares199.8K
Event2026-03-31
Filed2026-05-14
RH
RH
6.61%
Shares142.5K
Event2026-03-31
Filed2026-05-14
MGA
MAGNA INTL INC
1.52%
Shares355.8K
Event2026-03-31
Filed2026-05-14
SPEM
SPDR INDEX SHS FDS
-0.41%
Shares420.2K
Event2026-03-31
Filed2026-05-14
JQUA
J P MORGAN EXCHANGE TRADED F
-26.17%
Shares317.9K
Event2026-03-31
Filed2026-05-14
IJT
ISHARES TR
-16.31%
Shares134.5K
Event2026-03-31
Filed2026-05-14
RBC
RBC BEARINGS INC
-26.42%
Shares35.6K
Event2026-03-31
Filed2026-05-14
FFEB
FIRST TR EXCHNG TRADED FD VI
128.66%
Shares345.3K
Event2026-03-31
Filed2026-05-14
FBNC
FIRST BANCORP N C
4.96%
Shares340.7K
Event2026-03-31
Filed2026-05-14
SCHD
SCHWAB STRATEGIC TR
18.49%
Shares620.7K
Event2026-03-31
Filed2026-05-14
TMUS
T-MOBILE US INC
65.78%
Shares90.6K
Event2026-03-31
Filed2026-05-14
KNG
FIRST TR EXCHANGE-TRADED FD
2.04%
Shares389.4K
Event2026-03-31
Filed2026-05-14
PJT
PJT PARTNERS INC
-12.36%
Shares135.5K
Event2026-03-31
Filed2026-05-14
BE
BLOOM ENERGY CORP
-13.26%
Shares139.7K
Event2026-03-31
Filed2026-05-14
TTEK
TETRA TECH INC NEW
12.80%
Shares626.5K
Event2026-03-31
Filed2026-05-14
PDP
INVESCO EXCHANGE TRADED FD T
3.24%
Shares156.2K
Event2026-03-31
Filed2026-05-14
USMV
ISHARES TR
-1.24%
Shares200.1K
Event2026-03-31
Filed2026-05-14
WRB
BERKLEY W R CORP
-1.34%
Shares278.5K
Event2026-03-31
Filed2026-05-14
EXPE
EXPEDIA GROUP INC
406.98%
Shares79.9K
Event2026-03-31
Filed2026-05-14
CINF
CINCINNATI FINL CORP
-93.73%
Shares116.9K
Event2026-03-31
Filed2026-05-14
TDVG
T ROWE PRICE ETF INC
2.79%
Shares410.5K
Event2026-03-31
Filed2026-05-14
PI
IMPINJ INC
93.99%
Shares177.8K
Event2026-03-31
Filed2026-05-14
HII
HUNTINGTON INGALLS INDS INC
420.63%
Shares48.0K
Event2026-03-31
Filed2026-05-14
NVS
NOVARTIS AG
9.33%
Shares118.3K
Event2026-03-31
Filed2026-05-14
SOFI
SOFI TECHNOLOGIES INC
11.84%
Shares1.1M
Event2026-03-31
Filed2026-05-14
AMT
AMERICAN TOWER CORP
-5.81%
Shares104.5K
Event2026-03-31
Filed2026-05-14
LMB
LIMBACH HLDGS INC
12.25%
Shares230.6K
Event2026-03-31
Filed2026-05-14
ACWV
ISHARES INC
-2.29%
Shares150.5K
Event2026-03-31
Filed2026-05-14
TLH
ISHARES TR
8.04%
Shares177.0K
Event2026-03-31
Filed2026-05-14
MDGL
MADRIGAL PHARMACEUTICALS INC
72.16%
Shares33.8K
Event2026-03-31
Filed2026-05-14
OHI
OMEGA HEALTHCARE INVS INC
0.85%
Shares403.7K
Event2026-03-31
Filed2026-05-14
CCJ
CAMECO CORP
5.07%
Shares162.8K
Event2026-03-31
Filed2026-05-14
CMCSA
COMCAST CORP NEW
-49.54%
Shares614.6K
Event2026-03-31
Filed2026-05-14
PULS
PGIM ETF TR
5.92%
Shares356.4K
Event2026-03-31
Filed2026-05-14
HURN
HURON CONSULTING GROUP INC
28.10%
Shares138.3K
Event2026-03-31
Filed2026-05-14
SCHX
SCHWAB STRATEGIC TR
1.30%
Shares682.4K
Event2026-03-31
Filed2026-05-14
MMSI
MERIT MED SYS INC
-42.43%
Shares250.8K
Event2026-03-31
Filed2026-05-14
VYMI
VANGUARD WHITEHALL FDS
12.42%
Shares183.3K
Event2026-03-31
Filed2026-05-14
EVSD
MORGAN STANLEY ETF TRUST
New
Shares337.6K
Event2026-03-31
Filed2026-05-14
ZM
ZOOM COMMUNICATIONS INC
-45.66%
Shares213.9K
Event2026-03-31
Filed2026-05-14
SKY
CHAMPION HOMES INC
224.65%
Shares230.2K
Event2026-03-31
Filed2026-05-14
AES
AES CORP
5.18%
Shares1.2M
Event2026-03-31
Filed2026-05-14
JGRO
J P MORGAN EXCHANGE TRADED F
-21.53%
Shares200.5K
Event2026-03-31
Filed2026-05-14
AVUV
AMERICAN CENTY ETF TR
4.97%
Shares153.3K
Event2026-03-31
Filed2026-05-14
ENB
ENBRIDGE INC
-1.76%
Shares310.9K
Event2026-03-31
Filed2026-05-14
JMST
J P MORGAN EXCHANGE TRADED F
52.96%
Shares329.7K
Event2026-03-31
Filed2026-05-14
DFAC
DIMENSIONAL ETF TRUST
6.75%
Shares430.0K
Event2026-03-31
Filed2026-05-14
ACWX
ISHARES TR
40.36%
Shares244.0K
Event2026-03-31
Filed2026-05-14
CDP
COPT DEFENSE PROPERTIES
13.68%
Shares545.8K
Event2026-03-31
Filed2026-05-14
NSC
NORFOLK SOUTHN CORP
2.12%
Shares58.1K
Event2026-03-31
Filed2026-05-14
JLL
JONES LANG LASALLE INC
1885.76%
Shares54.8K
Event2026-03-31
Filed2026-05-14
IDV
ISHARES TR
23.66%
Shares391.6K
Event2026-03-31
Filed2026-05-14
BEP
BROOKFIELD RENEWABLE ENERGY
-0.14%
Shares510.4K
Event2026-03-31
Filed2026-05-14
WCMI
FIRST TR EXCHANGE-TRADED FD
41.70%
Shares993.0K
Event2026-03-31
Filed2026-05-14
LYFT
LYFT INC
1402.21%
Shares1.3M
Event2026-03-31
Filed2026-05-14
QTWO
Q2 HLDGS INC
-31.57%
Shares351.7K
Event2026-03-31
Filed2026-05-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Rockefeller Capital Management L.P. Institutional Holdings, Portfolio & P&L β€” TradeFomo