Sponsored
The Analysis of Rossby Financial, LCC's Holdings & P&L
Currently, Rossby Financial, LCC holds 2257 types of securities in its portfolio with a total value $478.7M. In the most recent quarter, they have increased their positions in SPY (+10.1K shares, valued at $6.6M), SCHG (+185.5K shares, valued at $5.5M), N/A (+9.0K shares, valued at $5.4M); decreased their positions in FRDM (-41.6K shares, valued at $2.3M), GRNB (-49.1K shares, valued at $1.2M), SUSC (-38.0K shares, valued at $877.0K); initiated new positions in FNDB (+168.1K shares, valued at $4.6M), BOXX (+24.6K shares, valued at $2.9M), EVSM (+41.6K shares, valued at $2.1M).
1M P&L
+6.0M+1.94%
3M P&L
-17.0M-5.17%
HY P&L
+6.5M+2.14%
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/A183.7M
62.6%
2Semiconductors8.8M
3.0%
3Consumer Electronics7.9M
2.7%
Top Industries by Stock Count
1N/A565 stocks
33.4%
2Banks - Regional51 stocks
3.0%
3Software - Application43 stocks
2.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
BLUEROCK PVT REAL ESTATE FD COM BLUEROCK PVT REAL ESTATE FD COM234.8K shares-7.85%2026-03-312026-05-11
Sponsored
Sponsored
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF26.6K shares26.06%2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW2.7K shares27.65%2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND11.9K shares20.89%2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
Sponsored
XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF3.0K shares0.03%2026-03-312026-05-11
Sponsored
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF29.2K shares1326.05%2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
Sponsored
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF16.9K shares-22.78%2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
FIIG FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF15.8K shares12.69%2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF10.1K shares31306.25%2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
FSIG FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF10.6K shares0.05%2026-03-312026-05-11
Sponsored
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX1.2K shares1.48%2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF5.2K shares-27.96%2026-03-312026-05-11
Sponsored
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF5.0K sharesnew addition2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
Sponsored
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF1.3K shares383.70%2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND1.2K sharesnew addition2026-03-312026-05-11
CVIE
16.32%CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF
Shares360.7K
Event2026-03-31
Filed2026-05-11
CVLC
25.96%CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF
Shares219.2K
Event2026-03-31
Filed2026-05-11
SMMD
14.96%ISHARES RUSSELL 2500 ETF
Shares126.2K
Event2026-03-31
Filed2026-05-11
FRDM
-20.18%FREEDOM 100 EMERGING MARKETS ETF
Shares164.4K
Event2026-03-31
Filed2026-05-11
NVDA
29.29%NVIDIA CORPORATION COM
Shares46.4K
Event2026-03-31
Filed2026-05-11
SPY
672.92%STATE STREET SPDR S&P 500 ETF
Shares11.6K
Event2026-03-31
Filed2026-05-11
AAPL
8.06%APPLE INC COM
Shares29.2K
Event2026-03-31
Filed2026-05-11
VANGUARD S&P 500 ETF
269.16%VANGUARD S&P 500 ETF
Shares12.3K
Event2026-03-31
Filed2026-05-11
BIV
4.50%VANGUARD INTERMEDIATE-TERM BOND ETF
Shares93.1K
Event2026-03-31
Filed2026-05-11
GRNB
-15.65%VANECK GREEN BOND ETF
Shares264.7K
Event2026-03-31
Filed2026-05-11
VDC
-2.36%VANGUARD CONSUMER STAPLES ETF
Shares25.3K
Event2026-03-31
Filed2026-05-11
EAGG
91.71%ISHARES ESG AWARE US AGGREGATE BOND ETF
Shares119.3K
Event2026-03-31
Filed2026-05-11
SCHG
8206.77%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares187.7K
Event2026-03-31
Filed2026-05-11
VUG
50.01%VANGUARD GROWTH ETF
Shares12.5K
Event2026-03-31
Filed2026-05-11
MSFT
45.05%MICROSOFT CORP COM
Shares14.7K
Event2026-03-31
Filed2026-05-11
QUAL
1279.53%ISHARES MSCI USA QUALITY FACTOR ETF
Shares27.0K
Event2026-03-31
Filed2026-05-11
IVV
60.96%ISHARES CORE S&P 500 ETF
Shares7.6K
Event2026-03-31
Filed2026-05-11
PSLV
-1.63%SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER
Shares196.0K
Event2026-03-31
Filed2026-05-11
ALPHABET INC CAP STK CL C
140.46%ALPHABET INC CAP STK CL C
Shares16.1K
Event2026-03-31
Filed2026-05-11
FNDB
NewSCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF
Shares168.1K
Event2026-03-31
Filed2026-05-11
HYG
16.41%ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
Shares55.9K
Event2026-03-31
Filed2026-05-11
IJH
-5.64%ISHARES CORE S&P MID-CAP ETF
Shares64.0K
Event2026-03-31
Filed2026-05-11
VYM
27.06%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares27.6K
Event2026-03-31
Filed2026-05-11
BLUEROCK PVT REAL ESTATE FD COM
-7.85%BLUEROCK PVT REAL ESTATE FD COM
Shares234.8K
Event2026-03-31
Filed2026-05-11
ALPHABET INC CAP STK CL A
30.36%ALPHABET INC CAP STK CL A
Shares13.0K
Event2026-03-31
Filed2026-05-11
AMZN
70.48%AMAZON COM INC COM
Shares17.9K
Event2026-03-31
Filed2026-05-11
SPDW
12750.81%STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
Shares79.4K
Event2026-03-31
Filed2026-05-11
NUSC
-2.83%NUVEEN ESG SMALL-CAP ETF
Shares75.6K
Event2026-03-31
Filed2026-05-11
SPYM
1086.82%STATE STREET SPDR PORTFOLIO S&P 500 ETF
Shares40.9K
Event2026-03-31
Filed2026-05-11
VCIT
19.17%VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
Shares38.1K
Event2026-03-31
Filed2026-05-11
FNDF
13578.38%SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
Shares60.7K
Event2026-03-31
Filed2026-05-11
BOXX
NewALPHA ARCHITECT 1-3 MONTH BOX ETF
Shares24.6K
Event2026-03-31
Filed2026-05-11
IDEV
531.50%ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
Shares31.6K
Event2026-03-31
Filed2026-05-11
SCHV
24036.11%SCHWAB U.S. LARGE-CAP VALUE ETF
Shares86.9K
Event2026-03-31
Filed2026-05-11
IEMG
405.05%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares37.4K
Event2026-03-31
Filed2026-05-11
SGOV
82535.48%ISHARES 0-3 MONTH TREASURY BOND ETF
Shares25.6K
Event2026-03-31
Filed2026-05-11
BND
255.97%VANGUARD TOTAL BOND MARKET ETF
Shares34.6K
Event2026-03-31
Filed2026-05-11
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF
26.06%STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF
Shares26.6K
Event2026-03-31
Filed2026-05-11
IUSB
6.70%ISHARES CORE TOTAL USD BOND MARKET ETF
Shares54.5K
Event2026-03-31
Filed2026-05-11
BROADCOM INC COM
39.28%BROADCOM INC COM
Shares7.8K
Event2026-03-31
Filed2026-05-11
GLD
53.61%SPDR GOLD SHARES
Shares5.4K
Event2026-03-31
Filed2026-05-11
META
29.50%META PLATFORMS INC CL A
Shares3.8K
Event2026-03-31
Filed2026-05-11
WMT
10.21%WALMART INC COM
Shares17.3K
Event2026-03-31
Filed2026-05-11
PHYS
-0.08%SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
Shares59.6K
Event2026-03-31
Filed2026-05-11
EVSM
NewEATON VANCE SHORT DURATION MUNICIPAL INCOME ETF
Shares41.6K
Event2026-03-31
Filed2026-05-11
JPM
27.18%JPMORGAN CHASE & CO COM
Shares7.0K
Event2026-03-31
Filed2026-05-11
SCHF
105.76%SCHWAB INTERNATIONAL EQUITY ETF
Shares80.1K
Event2026-03-31
Filed2026-05-11
VHT
-6.28%VANGUARD HEALTH CARE ETF
Shares7.3K
Event2026-03-31
Filed2026-05-11
KMI
7.02%KINDER MORGAN INC DEL COM
Shares60.4K
Event2026-03-31
Filed2026-05-11
SUSC
-31.96%ISHARES ESG AWARE USD CORPORATE BOND ETF
Shares81.0K
Event2026-03-31
Filed2026-05-11
QLV
60.78%FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND
Shares25.9K
Event2026-03-31
Filed2026-05-11
VTV
558.36%VANGUARD VALUE ETF
Shares9.3K
Event2026-03-31
Filed2026-05-11
SPMD
42046.48%STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
Shares29.9K
Event2026-03-31
Filed2026-05-11
AGG
83.99%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares17.8K
Event2026-03-31
Filed2026-05-11
NACP
-0.11%TIDAL TRUST III NAACP MINORITY EMPOWERMENT ETF
Shares34.8K
Event2026-03-31
Filed2026-05-11
XLE
152.03%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares28.0K
Event2026-03-31
Filed2026-05-11
JNJ
24.98%JOHNSON & JOHNSON COM
Shares6.7K
Event2026-03-31
Filed2026-05-11
SCHJ
NewSCHWAB 1-5 YEAR CORPORATE BOND ETF
Shares63.0K
Event2026-03-31
Filed2026-05-11
LLY
15.39%ELI LILLY & CO COM
Shares1.6K
Event2026-03-31
Filed2026-05-11
JPLD
2868.90%JPMORGAN LIMITED DURATION BOND ETF
Shares28.7K
Event2026-03-31
Filed2026-05-11
VEA
303.41%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares22.9K
Event2026-03-31
Filed2026-05-11
XOM
58.74%EXXON MOBIL CORP COM
Shares9.2K
Event2026-03-31
Filed2026-05-11
IYW
11.06%ISHARES U.S. TECHNOLOGY ETF
Shares8.0K
Event2026-03-31
Filed2026-05-11
TDTT
-0.17%FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND
Shares60.0K
Event2026-03-31
Filed2026-05-11
WPM
1.47%WHEATON PRECIOUS METALS CORP COM
Shares10.3K
Event2026-03-31
Filed2026-05-11
AEM
-5.17%AGNICO EAGLE MINES LTD COM
Shares6.7K
Event2026-03-31
Filed2026-05-11
IEFA
156.33%ISHARES CORE MSCI EAFE ETF
Shares15.3K
Event2026-03-31
Filed2026-05-11
USMV
436.69%ISHARES MSCI USA MIN VOL FACTOR ETF
Shares15.0K
Event2026-03-31
Filed2026-05-11
T
14.00%AT&T INC COM
Shares48.4K
Event2026-03-31
Filed2026-05-11
MUB
499.43%ISHARES NATIONAL MUNI BOND ETF
Shares12.7K
Event2026-03-31
Filed2026-05-11
D
-1.02%DOMINION ENERGY INC COM
Shares21.7K
Event2026-03-31
Filed2026-05-11
EQT CORP COM
1.04%EQT CORP COM
Shares21.6K
Event2026-03-31
Filed2026-05-11
CCJ
-0.84%CAMECO CORP COM
Shares11.7K
Event2026-03-31
Filed2026-05-11
BERKSHIRE HATHAWAY INC DEL CL B NEW
27.65%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares2.7K
Event2026-03-31
Filed2026-05-11
TRX GOLD CORPORATION COM
-14.38%TRX GOLD CORPORATION COM
Shares822.0K
Event2026-03-31
Filed2026-05-11
TSM
29.43%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares3.6K
Event2026-03-31
Filed2026-05-11
VIG
61.10%VANGUARD DIVIDEND APPRECIATION ETF
Shares5.7K
Event2026-03-31
Filed2026-05-11
CVX
24.64%CHEVRON CORPORATION COM
Shares6.2K
Event2026-03-31
Filed2026-05-11
SCHZ
609.94%SCHWAB US AGGREGATE BOND ETF
Shares51.9K
Event2026-03-31
Filed2026-05-11
JMUB
NewJPMORGAN MUNICIPAL ETF
Shares23.7K
Event2026-03-31
Filed2026-05-11
NEE
7.50%NEXTERA ENERGY INC COM
Shares12.7K
Event2026-03-31
Filed2026-05-11
OLN
135.52%OLIN CORP COM PAR $1
Shares40.0K
Event2026-03-31
Filed2026-05-11
SGDM
-1.99%SPROTT GOLD MINERS ETF
Shares14.8K
Event2026-03-31
Filed2026-05-11
CVSB
76.75%CALVERT ULTRA-SHORT INVESTMENT GRADE ETF
Shares23.1K
Event2026-03-31
Filed2026-05-11
PG
31.76%PROCTER & GAMBLE CO COM
Shares8.0K
Event2026-03-31
Filed2026-05-11
BSV
-5.76%VANGUARD SHORT-TERM BOND ETF
Shares14.7K
Event2026-03-31
Filed2026-05-11
OHI
-1.59%OMEGA HEALTHCARE INVS INC COM
Shares25.8K
Event2026-03-31
Filed2026-05-11
TSLA
15.25%TESLA INC COM
Shares2.9K
Event2026-03-31
Filed2026-05-11
FOXA
9.59%FOX CORP CL A COM
Shares18.9K
Event2026-03-31
Filed2026-05-11
SLV
1.84%ISHARES SILVER TRUST
Shares16.2K
Event2026-03-31
Filed2026-05-11
VTEB
2521.72%VANGUARD TAX-EXEMPT BOND ETF
Shares22.0K
Event2026-03-31
Filed2026-05-11
SYF
9.30%SYNCHRONY FINANCIAL COM
Shares15.9K
Event2026-03-31
Filed2026-05-11
UTHR
3.80%UNITED THERAPEUTICS CORP DEL COM
Shares1.9K
Event2026-03-31
Filed2026-05-11
CAT
10.87%CATERPILLAR INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-11
GARP
137566.67%ISHARES MSCI USA QUALITY GARP ETF
Shares16.5K
Event2026-03-31
Filed2026-05-11
VTI
40.48%VANGUARD TOTAL STOCK MARKET ETF
Shares3.3K
Event2026-03-31
Filed2026-05-11
XLI
732.68%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares6.4K
Event2026-03-31
Filed2026-05-11
XLF
625.73%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares21.1K
Event2026-03-31
Filed2026-05-11
FRONTLINE PLC COM
-13.76%FRONTLINE PLC COM
Shares29.2K
Event2026-03-31
Filed2026-05-11
VEU
59.98%VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Shares13.3K
Event2026-03-31
Filed2026-05-11
BWXT
8.54%BWX TECHNOLOGIES INC COM
Shares4.8K
Event2026-03-31
Filed2026-05-11
SILJ
-15.06%AMPLIFY JUNIOR SILVER MINERS ETF
Shares32.9K
Event2026-03-31
Filed2026-05-11
BNDX
181.44%VANGUARD TOTAL INTERNATIONAL BOND ETF
Shares20.1K
Event2026-03-31
Filed2026-05-11
VZ
23.92%VERIZON COMMUNICATIONS INC COM
Shares19.0K
Event2026-03-31
Filed2026-05-11
DON
-13.45%WISDOMTREE U.S. MIDCAP DIVIDEND FUND
Shares17.6K
Event2026-03-31
Filed2026-05-11
ZECP
-1.09%ZACKS EARNINGS CONSISTENT PORTFOLIO ETF
Shares27.1K
Event2026-03-31
Filed2026-05-11
MA
35.91%MASTERCARD INCORPORATED CL A
Shares1.9K
Event2026-03-31
Filed2026-05-11
IVW
9.16%ISHARES S&P 500 GROWTH ETF
Shares7.9K
Event2026-03-31
Filed2026-05-11
MERCK & CO INC COM
97.50%MERCK & CO INC COM
Shares7.4K
Event2026-03-31
Filed2026-05-11
MBB
1403.89%ISHARES MBS ETF
Shares9.3K
Event2026-03-31
Filed2026-05-11
TJX
42.89%TJX COS INC NEW COM
Shares5.2K
Event2026-03-31
Filed2026-05-11
SA
-8.96%SEABRIDGE GOLD INC COM
Shares27.4K
Event2026-03-31
Filed2026-05-11
VBR
1570.61%VANGUARD SMALL CAP VALUE ETF
Shares3.8K
Event2026-03-31
Filed2026-05-11
MINT
19.10%PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
Shares8.2K
Event2026-03-31
Filed2026-05-11
XLK
NewSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares6.1K
Event2026-03-31
Filed2026-05-11
NEM
16.19%NEWMONT CORP COM
Shares7.2K
Event2026-03-31
Filed2026-05-11
KGC
6.68%KINROSS GOLD CORP COM
Shares25.1K
Event2026-03-31
Filed2026-05-11
IWF
176.41%ISHARES RUSSELL 1000 GROWTH ETF
Shares1.9K
Event2026-03-31
Filed2026-05-11
SPHY
180.61%STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
Shares34.0K
Event2026-03-31
Filed2026-05-11
MCD
16.21%MCDONALDS CORP COM
Shares2.6K
Event2026-03-31
Filed2026-05-11
SCHO
50800.00%SCHWAB SHORT-TERM US TREASURY ETF
Shares32.6K
Event2026-03-31
Filed2026-05-11
VWO
169.89%VANGUARD FTSE EMERGING MARKETS ETF
Shares14.4K
Event2026-03-31
Filed2026-05-11
TIP
23.73%ISHARES TIPS BOND ETF
Shares6.9K
Event2026-03-31
Filed2026-05-11
V
15.23%VISA INC COM CL A
Shares2.5K
Event2026-03-31
Filed2026-05-11
KO
39.13%COCA COLA CO COM
Shares9.8K
Event2026-03-31
Filed2026-05-11
ABBV
85.67%ABBVIE INC COM
Shares3.4K
Event2026-03-31
Filed2026-05-11
PSX
3.19%PHILLIPS 66 COM
Shares4.2K
Event2026-03-31
Filed2026-05-11
BRK.A
NewBERKSHIRE HATHAWAY INC DEL CL A
Shares1
Event2026-03-31
Filed2026-05-11
NFRA
-5.59%FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND
Shares11.1K
Event2026-03-31
Filed2026-05-11
VBK
2000.00%VANGUARD SMALL-CAP GROWTH ETF
Shares2.3K
Event2026-03-31
Filed2026-05-11
DFAC
268.83%DIMENSIONAL U.S. CORE EQUITY 2 ETF
Shares17.4K
Event2026-03-31
Filed2026-05-11
VXF
39.62%VANGUARD EXTENDED MARKET ETF
Shares3.3K
Event2026-03-31
Filed2026-05-11
MU
130.17%MICRON TECHNOLOGY INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-11
PLTR
34.17%PALANTIR TECHNOLOGIES INC CL A
Shares4.6K
Event2026-03-31
Filed2026-05-11
SPYV
49.28%STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
Shares11.9K
Event2026-03-31
Filed2026-05-11
DFUV
0.09%DIMENSIONAL US MARKETWIDE VALUE ETF
Shares13.8K
Event2026-03-31
Filed2026-05-11
INTC
376.85%INTEL CORP COM
Shares13.8K
Event2026-03-31
Filed2026-05-11
RIO
12.45%RIO TINTO PLC SPONSORED ADR
Shares7.0K
Event2026-03-31
Filed2026-05-11
ESGU
23.95%ISHARES ESG AWARE MSCI USA ETF
Shares4.6K
Event2026-03-31
Filed2026-05-11
GUNR
20.89%FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
Shares11.9K
Event2026-03-31
Filed2026-05-11
IEI
95.28%ISHARES 3-7 YEAR TREASURY BOND ETF
Shares5.5K
Event2026-03-31
Filed2026-05-11
XLV
524.15%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares4.4K
Event2026-03-31
Filed2026-05-11
FIXD
4.93%FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF
Shares14.8K
Event2026-03-31
Filed2026-05-11
INSW
-25.95%INTERNATIONAL SEAWAYS INC COM
Shares8.9K
Event2026-03-31
Filed2026-05-11
SHYG
143.28%ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
Shares15.2K
Event2026-03-31
Filed2026-05-11
XMHQ
NewINVESCO S&P MIDCAP QUALITY ETF
Shares6.1K
Event2026-03-31
Filed2026-05-11
IJR
34.46%ISHARES CORE S&P SMALL CAP ETF
Shares5.1K
Event2026-03-31
Filed2026-05-11
NULG
1.46%NUVEEN ESG LARGE-CAP GROWTH ETF
Shares6.8K
Event2026-03-31
Filed2026-05-11
DFAU
140.17%DIMENSIONAL US CORE EQUITY MARKET ETF
Shares13.7K
Event2026-03-31
Filed2026-05-11
KLAC
12.47%KLA CORP COM NEW
Shares406
Event2026-03-31
Filed2026-05-11
MO
3.46%ALTRIA GROUP INC COM
Shares9.3K
Event2026-03-31
Filed2026-05-11
RCL
17.13%ROYAL CARIBBEAN GROUP COM
Shares2.1K
Event2026-03-31
Filed2026-05-11
IQDG
-4.62%WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND
Shares14.7K
Event2026-03-31
Filed2026-05-11
KNSL
75.00%KINSALE CAP GROUP INC COM
Shares1.7K
Event2026-03-31
Filed2026-05-11
VGT
13.92%VANGUARD INFORMATION TECHNOLOGY ETF
Shares835
Event2026-03-31
Filed2026-05-11
EUSB
102.75%ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF
Shares13.6K
Event2026-03-31
Filed2026-05-11
CSCO
85.03%CISCO SYS INC COM
Shares7.5K
Event2026-03-31
Filed2026-05-11
GDXJ
-16.14%VANECK JUNIOR GOLD MINERS ETF
Shares4.7K
Event2026-03-31
Filed2026-05-11
DNOW
158.42%DNOW INC COM
Shares49.1K
Event2026-03-31
Filed2026-05-11
AMAT
151.00%APPLIED MATLS INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-11
EWZ
NewISHARES MSCI BRAZIL ETF
Shares14.9K
Event2026-03-31
Filed2026-05-11
SCHX
86.39%SCHWAB U.S. LARGE-CAP ETF
Shares22.1K
Event2026-03-31
Filed2026-05-11
COST
51.73%COSTCO WHOLESALE CORPORATION COM
Shares569
Event2026-03-31
Filed2026-05-11
LMT
3.88%LOCKHEED MARTIN CORP COM
Shares910
Event2026-03-31
Filed2026-05-11
IBIT
98.38%ISHARES BITCOIN TRUST ETF
Shares14.5K
Event2026-03-31
Filed2026-05-11
SLB
12.91%SLB LIMITED COM STK
Shares11.2K
Event2026-03-31
Filed2026-05-11
HD
50.13%HOME DEPOT INC COM
Shares1.7K
Event2026-03-31
Filed2026-05-11
CENX
-3.87%CENTURY ALUM CO COM
Shares8.7K
Event2026-03-31
Filed2026-05-11
EMLC
59.05%VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF
Shares22.0K
Event2026-03-31
Filed2026-05-11
NULV
-5.59%NUVEEN ESG LARGE-CAP VALUE ETF
Shares12.0K
Event2026-03-31
Filed2026-05-11
BIL
79.83%STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
Shares6.0K
Event2026-03-31
Filed2026-05-11
VXUS
0.27%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares6.8K
Event2026-03-31
Filed2026-05-11
MGK
323.88%VANGUARD MEGA CAP GROWTH ETF
Shares1.4K
Event2026-03-31
Filed2026-05-11
BINC
2932.84%ISHARES FLEXIBLE INCOME ACTIVE ETF
Shares10.2K
Event2026-03-31
Filed2026-05-11
XOP
0.03%STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
Shares3.0K
Event2026-03-31
Filed2026-05-11
JPST
NewJPMORGAN ULTRA-SHORT INCOME ETF
Shares10.3K
Event2026-03-31
Filed2026-05-11
IBM
111.33%INTERNATIONAL BUSINESS MACHS COM
Shares2.1K
Event2026-03-31
Filed2026-05-11
PDBC
1326.05%INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
Shares29.2K
Event2026-03-31
Filed2026-05-11
UAL
13.19%UNITED AIRLS HLDGS INC COM
Shares5.2K
Event2026-03-31
Filed2026-05-11
AGI
-1.37%ALAMOS GOLD INC COM CL A
Shares10.8K
Event2026-03-31
Filed2026-05-11
DVY
589.62%ISHARES SELECT DIVIDEND ETF
Shares3.3K
Event2026-03-31
Filed2026-05-11
USCI
0.00%UNITED STATES COMMODITY INDEX FUND
Shares5.2K
Event2026-03-31
Filed2026-05-11
RGLD
-14.03%ROYAL GOLD INC COM
Shares1.9K
Event2026-03-31
Filed2026-05-11
VENTURE GLOBAL INC COM CL A
NewVENTURE GLOBAL INC COM CL A
Shares32.6K
Event2026-03-31
Filed2026-05-11
LINDE PLC SHS
40.82%LINDE PLC SHS
Shares966
Event2026-03-31
Filed2026-05-11
IWY
121.95%ISHARES RUSSELL TOP 200 GROWTH ETF
Shares1.9K
Event2026-03-31
Filed2026-05-11
FNV
-11.90%FRANCO NEV CORP COM
Shares1.9K
Event2026-03-31
Filed2026-05-11
APH
-2.58%AMPHENOL CORP CL A
Shares3.7K
Event2026-03-31
Filed2026-05-11
HGER
NewHARBOR COMMODITY ALL-WEATHER STRATEGY ETF
Shares15.1K
Event2026-03-31
Filed2026-05-11
GEV
206.47%GE VERNOVA INC COM
Shares521
Event2026-03-31
Filed2026-05-11
ISHARES GOLD TRUST
1499.38%ISHARES GOLD TRUST
Shares5.2K
Event2026-03-31
Filed2026-05-11
MMC
-1.78%MARSH & MCLENNAN COS INC COM
Shares2.7K
Event2026-03-31
Filed2026-05-11
TDV
10.04%PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF
Shares5.4K
Event2026-03-31
Filed2026-05-11
GE AEROSPACE COM NEW
203.29%GE AEROSPACE COM NEW
Shares1.6K
Event2026-03-31
Filed2026-05-11
JMST
20667.44%JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
Shares8.9K
Event2026-03-31
Filed2026-05-11
GLDM
18415.38%SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
Shares4.8K
Event2026-03-31
Filed2026-05-11
KHPI
0.00%KENSINGTON HEDGED PREMIUM INCOME ETF
Shares18.6K
Event2026-03-31
Filed2026-05-11
NVS
6.65%NOVARTIS AG SPONSORED ADR
Shares2.9K
Event2026-03-31
Filed2026-05-11
DYNF
19.16%ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
Shares7.7K
Event2026-03-31
Filed2026-05-11
DFSB
128.13%DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF
Shares8.7K
Event2026-03-31
Filed2026-05-11
AMD
134.55%ADVANCED MICRO DEVICES INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-11
PPLT
0.00%ABRDN PHYSICAL PLATINUM SHARES ETF
Shares2.5K
Event2026-03-31
Filed2026-05-11
VRIG
NewINVESCO VARIABLE RATE INVESTMENT GRADE ETF
Shares17.7K
Event2026-03-31
Filed2026-05-11
COIN
58.64%COINBASE GLOBAL INC COM CL A
Shares2.6K
Event2026-03-31
Filed2026-05-11
CORN
NewTEUCRIUM CORN FUND
Shares24.1K
Event2026-03-31
Filed2026-05-11
SONY
2.82%SONY GROUP CORP SPONSORED ADR
Shares20.8K
Event2026-03-31
Filed2026-05-11
CSX
1358.43%CSX CORP COM
Shares10.6K
Event2026-03-31
Filed2026-05-11
FTCB
7.05%FIRST TRUST CORE INVESTMENT GRADE ETF
Shares20.6K
Event2026-03-31
Filed2026-05-11
ORCL
136.72%ORACLE CORP COM
Shares3.0K
Event2026-03-31
Filed2026-05-11
LDOS
-18.84%LEIDOS HOLDINGS INC COM
Shares2.7K
Event2026-03-31
Filed2026-05-11
PAAS
-53.43%PAN AMERN SILVER CORP COM
Shares7.7K
Event2026-03-31
Filed2026-05-11
BARRICK MNG CORP COM SHS
-12.25%BARRICK MNG CORP COM SHS
Shares10.1K
Event2026-03-31
Filed2026-05-11
RSG
6.48%REPUBLIC SVCS INC COM
Shares1.9K
Event2026-03-31
Filed2026-05-11
HL
41.80%HECLA MINING COMPANY COM
Shares22.1K
Event2026-03-31
Filed2026-05-11
DHT
-10.38%DHT HOLDINGS INC SHS NEW
Shares23.3K
Event2026-03-31
Filed2026-05-11
SJNK
-22.78%STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
Shares16.9K
Event2026-03-31
Filed2026-05-11
QCOM
35.50%QUALCOMM INC COM
Shares3.2K
Event2026-03-31
Filed2026-05-11
ASTRAZENECA PLC ORD
-35.43%ASTRAZENECA PLC ORD
Shares2.1K
Event2026-03-31
Filed2026-05-11
NUDM
2.04%NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF
Shares11.2K
Event2026-03-31
Filed2026-05-11
TOL
9.19%TOLL BROTHERS INC COM
Shares3.0K
Event2026-03-31
Filed2026-05-11
LOW
39.06%LOWES COS INC COM
Shares1.7K
Event2026-03-31
Filed2026-05-11
PEP
94.56%PEPSICO INC COM
Shares2.6K
Event2026-03-31
Filed2026-05-11
SPEM
250.15%STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
Shares8.3K
Event2026-03-31
Filed2026-05-11
FVD
11.89%FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
Shares8.2K
Event2026-03-31
Filed2026-05-11
SMIZ
-1.13%ZACKS SMALL/MID CAP ETF
Shares10.3K
Event2026-03-31
Filed2026-05-11
LGOV
4.54%FIRST TRUST LONG DURATION OPPORTUNITIES ETF
Shares17.9K
Event2026-03-31
Filed2026-05-11
BTI
8.74%BRITISH AMERN TOB PLC SPONSORED ADR
Shares6.6K
Event2026-03-31
Filed2026-05-11
PM
89.52%PHILIP MORRIS INTL INC COM
Shares2.4K
Event2026-03-31
Filed2026-05-11
HON
35.75%HONEYWELL INTL INC COM
Shares1.7K
Event2026-03-31
Filed2026-05-11
IQSI
23.98%NYLI CANDRIAM INTERNATIONAL EQUITY ETF
Shares10.5K
Event2026-03-31
Filed2026-05-11
ED
4.29%CONSOLIDATED EDISON INC COM
Shares3.3K
Event2026-03-31
Filed2026-05-11
EATON CORP PLC SHS
8.67%EATON CORP PLC SHS
Shares1.0K
Event2026-03-31
Filed2026-05-11
MGV
317.05%VANGUARD MEGA CAP VALUE ETF
Shares2.5K
Event2026-03-31
Filed2026-05-11
DFAX
486.45%DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
Shares10.7K
Event2026-03-31
Filed2026-05-11
PFE
-6.26%PFIZER INC COM
Shares12.9K
Event2026-03-31
Filed2026-05-11
EMBJ
3.20%EMBRAER S.A. SPONSORED ADS
Shares5.9K
Event2026-03-31
Filed2026-05-11
SHY
35.08%ISHARES 1-3 YEAR TREASURY BOND ETF
Shares4.4K
Event2026-03-31
Filed2026-05-11
WDC
121.44%WESTERN DIGITAL CORP COM
Shares1.2K
Event2026-03-31
Filed2026-05-11
STEX
6.47%STREAMEX CORP COM
Shares321.0K
Event2026-03-31
Filed2026-05-11
VTIP
1581.32%VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
Shares7.1K
Event2026-03-31
Filed2026-05-11
ACGL
16.92%ARCH CAP GROUP LTD ORD
Shares3.7K
Event2026-03-31
Filed2026-05-11
BAC
17.70%BANK OF AMER CORP COM
Shares7.1K
Event2026-03-31
Filed2026-05-11
TRGP
-1.72%TARGA RES CORP COM
Shares1.4K
Event2026-03-31
Filed2026-05-11
MEDTRONIC PLC SHS
83.54%MEDTRONIC PLC SHS
Shares4.0K
Event2026-03-31
Filed2026-05-11
EXEL
12.65%EXELIXIS INC COM
Shares7.7K
Event2026-03-31
Filed2026-05-11
NOC
-3.18%NORTHROP GRUMMAN CORP COM
Shares487
Event2026-03-31
Filed2026-05-11
SCHA
628.37%SCHWAB U.S. SMALL-CAP ETF
Shares11.6K
Event2026-03-31
Filed2026-05-11
WM
37.34%WASTE MGMT INC DEL COM
Shares1.5K
Event2026-03-31
Filed2026-05-11
CRM
24.59%SALESFORCE INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-11
SCHP
143.92%SCHWAB US TIPS ETF
Shares12.5K
Event2026-03-31
Filed2026-05-11
NFLX
198.36%NETFLIX INC. COM
Shares3.5K
Event2026-03-31
Filed2026-05-11
DUKE ENERGY CORP NEW COM NEW
84.69%DUKE ENERGY CORP NEW COM NEW
Shares2.5K
Event2026-03-31
Filed2026-05-11
VXX
-13.64%IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETN
Shares9.5K
Event2026-03-31
Filed2026-05-11
VO
78.96%VANGUARD MID-CAP ETF
Shares1.1K
Event2026-03-31
Filed2026-05-11
FIIG
12.69%FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF
Shares15.8K
Event2026-03-31
Filed2026-05-11
FANG
-20.92%DIAMONDBACK ENERGY INC COM
Shares1.7K
Event2026-03-31
Filed2026-05-11
LAM RESEARCH CORP COM NEW
253.73%LAM RESEARCH CORP COM NEW
Shares1.5K
Event2026-03-31
Filed2026-05-11
CFG
7.11%CITIZENS FINL GROUP INC COM
Shares5.4K
Event2026-03-31
Filed2026-05-11
TS
-0.60%TENARIS S A SPONSORED ADS
Shares5.6K
Event2026-03-31
Filed2026-05-11
GLNG
20.00%GOLAR LNG LTD SHS
Shares6.0K
Event2026-03-31
Filed2026-05-11
CINF
0.30%CINCINNATI FINL CORP COM
Shares2.0K
Event2026-03-31
Filed2026-05-11
DFAI
363.77%DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
Shares8.1K
Event2026-03-31
Filed2026-05-11
EFG
18.13%ISHARES MSCI EAFE GROWTH ETF
Shares2.8K
Event2026-03-31
Filed2026-05-11
SPGP
NewINVESCO S&P 500 GARP ETF
Shares2.9K
Event2026-03-31
Filed2026-05-11
STNG
-10.47%SCORPIO TANKERS INC SHS
Shares4.3K
Event2026-03-31
Filed2026-05-11
IPI
NewINTREPID POTASH INC COM
Shares7.5K
Event2026-03-31
Filed2026-05-11
REET
-0.86%ISHARES GLOBAL REIT ETF
Shares12.4K
Event2026-03-31
Filed2026-05-11
UBER
21.39%UBER TECHNOLOGIES INC COM
Shares4.3K
Event2026-03-31
Filed2026-05-11
AMGN
26.11%AMGEN INC COM
Shares879
Event2026-03-31
Filed2026-05-11
IGIB
11.88%ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares5.8K
Event2026-03-31
Filed2026-05-11
GOVT
-26.57%ISHARES U.S. TREASURY BOND ETF
Shares13.5K
Event2026-03-31
Filed2026-05-11
WSM
35.80%WILLIAMS SONOMA INC COM
Shares1.7K
Event2026-03-31
Filed2026-05-11
MCO
117.09%MOODYS CORP COM
Shares686
Event2026-03-31
Filed2026-05-11
CITIGROUP INC COM NEW
125.54%CITIGROUP INC COM NEW
Shares2.6K
Event2026-03-31
Filed2026-05-11
TMUS
85.95%T-MOBILE US INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-11
VIPER ENERGY INC CL A
NewVIPER ENERGY INC CL A
Shares6.6K
Event2026-03-31
Filed2026-05-11
EQR
-8.95%EQUITY RESIDENTIAL SH BEN INT
Shares5.0K
Event2026-03-31
Filed2026-05-11
LPG
-14.42%DORIAN LPG LTD SHS USD
Shares8.9K
Event2026-03-31
Filed2026-05-11
LRGE
0.79%CLEARBRIDGE LARGE CAP GROWTH SELECT ETF
Shares3.9K
Event2026-03-31
Filed2026-05-11
FTCS
14.17%FIRST TRUST CAPITAL STRENGTH ETF
Shares3.2K
Event2026-03-31
Filed2026-05-11
GDX
-1.75%VANECK GOLD MINERS ETF
Shares3.1K
Event2026-03-31
Filed2026-05-11
LMBS
6.00%FIRST TRUST LOW DURATION OPPORTUNITIES ETF
Shares5.9K
Event2026-03-31
Filed2026-05-11
SCHD
115.82%SCHWAB US DIVIDEND EQUITY ETF
Shares9.6K
Event2026-03-31
Filed2026-05-11
ADI
65.82%ANALOG DEVICES INC COM
Shares912
Event2026-03-31
Filed2026-05-11
IWM
312.06%ISHARES RUSSELL 2000 ETF
Shares1.2K
Event2026-03-31
Filed2026-05-11
ABT
173.79%ABBOTT LABORATORIES COM
Shares2.8K
Event2026-03-31
Filed2026-05-11
PANW
128.17%PALO ALTO NETWORKS INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-11
UEC
-10.42%URANIUM ENERGY CORP COM
Shares21.5K
Event2026-03-31
Filed2026-05-11
FTGS
38.92%FIRST TRUST GROWTH STRENGTH ETF
Shares8.4K
Event2026-03-31
Filed2026-05-11
RDVY
22.36%FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
Shares4.1K
Event2026-03-31
Filed2026-05-11
ET
0.00%ENERGY TRANSFER L P COM UT LTD PTN
Shares15.0K
Event2026-03-31
Filed2026-05-11
MCK
109.03%MCKESSON CORP COM
Shares324
Event2026-03-31
Filed2026-05-11
CEG
3.72%CONSTELLATION ENERGY CORP COM
Shares1.0K
Event2026-03-31
Filed2026-05-11
FCX
-3.29%FREEPORT MCMORAN INC CL B
Shares4.6K
Event2026-03-31
Filed2026-05-11
TMO
-24.93%THERMO FISHER SCIENTIFIC INC COM
Shares566
Event2026-03-31
Filed2026-05-11
GIB
-12.75%CGI INC CL A SUB VTG
Shares3.9K
Event2026-03-31
Filed2026-05-11
TDIV
23.12%FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
Shares3.0K
Event2026-03-31
Filed2026-05-11
EMB
302.44%ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
Shares3.0K
Event2026-03-31
Filed2026-05-11
UNH
41.50%UNITEDHEALTH GROUP INC COM
Shares999
Event2026-03-31
Filed2026-05-11
BAI
2302.10%ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
Shares8.0K
Event2026-03-31
Filed2026-05-11
CSTM
0.00%CONSTELLIUM SE CL A SHS
Shares10.0K
Event2026-03-31
Filed2026-05-11
SCHB
0.00%SCHWAB U.S. BROAD MARKET ETF
Shares10.7K
Event2026-03-31
Filed2026-05-11
MAA
0.41%MID-AMER APT CMNTYS INC COM
Shares2.2K
Event2026-03-31
Filed2026-05-11
INVESCO QQQ TRUST SERIES I
18.91%INVESCO QQQ TRUST SERIES I
Shares459
Event2026-03-31
Filed2026-05-11
HSY
0.23%HERSHEY CO COM
Shares1.3K
Event2026-03-31
Filed2026-05-11
FLOT
48.53%ISHARES FLOATING RATE BOND ETF
Shares5.2K
Event2026-03-31
Filed2026-05-11
DSI
18.42%ISHARES ESG MSCI KLD 400 ETF
Shares2.2K
Event2026-03-31
Filed2026-05-11
BMY
39.88%BRISTOL-MYERS SQUIBB CO COM
Shares4.3K
Event2026-03-31
Filed2026-05-11
SBS
10.82%COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR
Shares8.7K
Event2026-03-31
Filed2026-05-11
EMR
137.48%EMERSON ELEC CO COM
Shares2.0K
Event2026-03-31
Filed2026-05-11
PBR
9.52%PETROLEO BRASILEIRO S A SPONSORED ADR
Shares12.9K
Event2026-03-31
Filed2026-05-11
ILMN
4164.58%ILLUMINA INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-11
CM
3.28%CANADIAN IMPERIAL BANK OF COMM COM
Shares2.7K
Event2026-03-31
Filed2026-05-11
ESGD
27.64%ISHARES ESG AWARE MSCI EAFE ETF
Shares2.6K
Event2026-03-31
Filed2026-05-11
ZTS
6.14%ZOETIS INC CL A
Shares2.2K
Event2026-03-31
Filed2026-05-11
RNR
3.48%RENAISSANCERE HLDGS LTD COM
Shares863
Event2026-03-31
Filed2026-05-11
VMBS
1.97%VANGUARD MORTGAGE-BACKED SECURITIES ETF
Shares5.4K
Event2026-03-31
Filed2026-05-11
MP
6.65%MP MATERIALS CORP COM CL A
Shares5.2K
Event2026-03-31
Filed2026-05-11
CMCSA
11.92%COMCAST CORP NEW CL A
Shares9.0K
Event2026-03-31
Filed2026-05-11
SPYX
1.14%STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
Shares4.7K
Event2026-03-31
Filed2026-05-11
CVS
22.52%CVS HEALTH CORP COM
Shares3.5K
Event2026-03-31
Filed2026-05-11
HYMB
31306.25%STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF
Shares10.1K
Event2026-03-31
Filed2026-05-11
XLP
26.70%STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
Shares3.0K
Event2026-03-31
Filed2026-05-11
BUFR
53.69%FT VEST LADDERED BUFFER ETF
Shares7.2K
Event2026-03-31
Filed2026-05-11
TLH
6.48%ISHARES 10-20 YEAR TREASURY BOND ETF
Shares2.4K
Event2026-03-31
Filed2026-05-11
VNQ
51.07%VANGUARD REAL ESTATE ETF
Shares2.7K
Event2026-03-31
Filed2026-05-11
DFUS
NewDIMENSIONAL U.S. EQUITY MARKET ETF
Shares3.4K
Event2026-03-31
Filed2026-05-11
UUUU
-2.17%ENERGY FUELS INC COM NEW
Shares13.5K
Event2026-03-31
Filed2026-05-11
FDT
10.66%FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND
Shares2.7K
Event2026-03-31
Filed2026-05-11
LCTU
43.06%ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF
Shares3.4K
Event2026-03-31
Filed2026-05-11
CTSH
8.79%COGNIZANT TECHNOLOGY SOLUTIONS CL A
Shares3.9K
Event2026-03-31
Filed2026-05-11
CAH
113.12%CARDINAL HEALTH INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-11
HYD
254.05%VANECK HIGH YIELD MUNI ETF
Shares4.7K
Event2026-03-31
Filed2026-05-11
ECL
-0.23%ECOLAB INC COM
Shares881
Event2026-03-31
Filed2026-05-11
PWZ
0.00%INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF
Shares9.9K
Event2026-03-31
Filed2026-05-11
PATH
NewUIPATH INC CL A
Shares21.5K
Event2026-03-31
Filed2026-05-11
SBLK
0.10%STAR BULK CARRIERS CORP. SHS PAR
Shares10.0K
Event2026-03-31
Filed2026-05-11
PCAR
5.43%PACCAR INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-11
RTX
101.34%RTX CORPORATION COM
Shares1.2K
Event2026-03-31
Filed2026-05-11
DUHP
NewDIMENSIONAL US HIGH PROFITABILITY ETF
Shares6.3K
Event2026-03-31
Filed2026-05-11
NUE
48.78%NUCOR CORP COM
Shares1.3K
Event2026-03-31
Filed2026-05-11
CHKP
3.50%CHECK POINT SOFTWARE TECH LTD ORD
Shares1.6K
Event2026-03-31
Filed2026-05-11
IXUS
-20.44%ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
Shares2.6K
Event2026-03-31
Filed2026-05-11
GBTC
3.57%GRAYSCALE BITCOIN TRUST ETF
Shares4.4K
Event2026-03-31
Filed2026-05-11
BLACKSTONE INC COM
405.00%BLACKSTONE INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-11
VWOB
1763.30%VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
Shares3.5K
Event2026-03-31
Filed2026-05-11
IWR
135.45%ISHARES RUSSELL MIDCAP ETF
Shares2.3K
Event2026-03-31
Filed2026-05-11
ESGE
68.99%ISHARES ESG AWARE MSCI EM ETF
Shares5.0K
Event2026-03-31
Filed2026-05-11
FMF
18.07%FIRST TRUST MANAGED FUTURES STRATEGY FUND
Shares4.5K
Event2026-03-31
Filed2026-05-11
SUB
482.74%ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
Shares2.1K
Event2026-03-31
Filed2026-05-11
GILD
72.89%GILEAD SCIENCES INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-11
SMMU
NewPIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF
Shares4.4K
Event2026-03-31
Filed2026-05-11
BGRN
126.18%ISHARES TRUST ISHARES USD GREEN BOND ETF
Shares4.7K
Event2026-03-31
Filed2026-05-11
TT
95.42%TRANE TECHNOLOGIES PLC SHS
Shares512
Event2026-03-31
Filed2026-05-11
VTHR
0.00%VANGUARD RUSSELL 3000 ETF
Shares755
Event2026-03-31
Filed2026-05-11
VONV
47.10%VANGUARD RUSSELL 1000 VALUE ETF
Shares2.3K
Event2026-03-31
Filed2026-05-11
ALB
NewALBEMARLE CORP COM
Shares1.2K
Event2026-03-31
Filed2026-05-11
SCHI
30825.81%SCHWAB 5-10 YEAR CORPORATE BOND ETF
Shares9.6K
Event2026-03-31
Filed2026-05-11
IVE
26.89%ISHARES S&P 500 VALUE ETF
Shares1.0K
Event2026-03-31
Filed2026-05-11
DIS
-46.46%DISNEY WALT CO COM
Shares2.2K
Event2026-03-31
Filed2026-05-11
ISTB
350.51%ISHARES CORE 1-5 YEAR USD BOND ETF
Shares4.4K
Event2026-03-31
Filed2026-05-11
EIX
2809.00%EDISON INTL COM
Shares2.9K
Event2026-03-31
Filed2026-05-11
SPYG
3481.67%STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
Shares2.1K
Event2026-03-31
Filed2026-05-11
EXPD
56.72%EXPEDITORS INTL WASH INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-11
GS
86.36%GOLDMAN SACHS GROUP INC COM
Shares246
Event2026-03-31
Filed2026-05-11
XSHQ
NewINVESCO S&P SMALLCAP QUALITY ETF
Shares4.9K
Event2026-03-31
Filed2026-05-11
PULS
NewPGIM ULTRA SHORT BOND ETF
Shares4.2K
Event2026-03-31
Filed2026-05-11
JOE
-77.01%ST JOE CO COM
Shares3.2K
Event2026-03-31
Filed2026-05-11
CME
152.90%CME GROUP INC COM
Shares698
Event2026-03-31
Filed2026-05-11
PCT
96.60%PURECYCLE TECHNOLOGIES INC COM
Shares40.5K
Event2026-03-31
Filed2026-05-11
MFC
6.27%MANULIFE FINL CORP COM
Shares5.9K
Event2026-03-31
Filed2026-05-11
VICI
13.50%VICI PPTYS INC COM
Shares7.3K
Event2026-03-31
Filed2026-05-11
VOTE
139.58%TCW TRANSFORM 500 ETF
Shares2.6K
Event2026-03-31
Filed2026-05-11
CHGX1
1.06%STANCE SUSTAINABLE BETA ETF
Shares7.5K
Event2026-03-31
Filed2026-05-11
FSIG
0.05%FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF
Shares10.6K
Event2026-03-31
Filed2026-05-11
ASML
19.51%ASML HLDG NV N Y REGISTRY SHS
Shares147
Event2026-03-31
Filed2026-05-11
IQSM
77.87%NYLI CANDRIAM U.S. MID CAP EQUITY ETF
Shares5.7K
Event2026-03-31
Filed2026-05-11
PEG
0.62%PUBLIC SVC ENTERPRISE GROUP COM
Shares2.4K
Event2026-03-31
Filed2026-05-11
FTA
17.74%FIRST TRUST LARGE CAP VALUE ALPHADEX FUND
Shares2.1K
Event2026-03-31
Filed2026-05-11
HDV
NewISHARES CORE HIGH DIVIDEND ETF
Shares1.5K
Event2026-03-31
Filed2026-05-11
GRID
1.48%FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
Shares1.2K
Event2026-03-31
Filed2026-05-11
NTR
-10.27%NUTRIEN LTD COM
Shares2.6K
Event2026-03-31
Filed2026-05-11
MMM
48.28%3M CO COM
Shares1.3K
Event2026-03-31
Filed2026-05-11
EXC
8.88%EXELON CORP COM
Shares4.0K
Event2026-03-31
Filed2026-05-11
UNP
-32.84%UNION PAC CORP COM
Shares779
Event2026-03-31
Filed2026-05-11
NXT
5900.00%NEXTPOWER INC CLASS A COM
Shares1.6K
Event2026-03-31
Filed2026-05-11
NSC
14.69%NORFOLK SOUTHN CORP COM
Shares648
Event2026-03-31
Filed2026-05-11
QDF
NewFLEXSHARES QUALITY DIVIDEND INDEX FUND
Shares2.3K
Event2026-03-31
Filed2026-05-11
DXJ
NewWISDOMTREE JAPAN HEDGED EQUITY FUND
Shares1.1K
Event2026-03-31
Filed2026-05-11
DFCF
318.43%DIMENSIONAL CORE FIXED INCOME ETF
Shares4.4K
Event2026-03-31
Filed2026-05-11
IWP
4992.86%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares1.4K
Event2026-03-31
Filed2026-05-11
DFAE
483.19%DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
Shares5.3K
Event2026-03-31
Filed2026-05-11
TE CONNECTIVITY PLC ORD SHS
13.26%TE CONNECTIVITY PLC ORD SHS
Shares854
Event2026-03-31
Filed2026-05-11
CDNS
30.30%CADENCE DESIGN SYSTEM INC COM
Shares645
Event2026-03-31
Filed2026-05-11
AVUV
3778.57%AVANTIS U.S. SMALL CAP VALUE ETF
Shares1.6K
Event2026-03-31
Filed2026-05-11
TGT
185.19%TARGET CORP COM
Shares1.5K
Event2026-03-31
Filed2026-05-11
CB
97.79%CHUBB LTD SWITZ COM
Shares538
Event2026-03-31
Filed2026-05-11
LEN
94.33%LENNAR CORP CL A
Shares2.1K
Event2026-03-31
Filed2026-05-11
CRWD
151.98%CROWDSTRIKE HLDGS INC CL A
Shares446
Event2026-03-31
Filed2026-05-11
VOE
78.68%VANGUARD MID-CAP VALUE ETF
Shares947
Event2026-03-31
Filed2026-05-11
SPIB
-27.96%STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
Shares5.2K
Event2026-03-31
Filed2026-05-11
WWJD
-0.76%INSPIRE INTERNATIONAL ETF
Shares4.6K
Event2026-03-31
Filed2026-05-11
INSM
0.49%INSMED INC COM PAR $.01
Shares1.0K
Event2026-03-31
Filed2026-05-11
TFLO
766.07%ISHARES TREASURY FLOATING RATE BOND ETF
Shares3.4K
Event2026-03-31
Filed2026-05-11
ICE
1.70%INTERCONTINENTAL EXCHANGE INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-11
IDXX
-4.47%IDEXX LABS INC COM
Shares299
Event2026-03-31
Filed2026-05-11
VOX
37.74%VANGUARD COMMUNICATION SERVICES ETF
Shares927
Event2026-03-31
Filed2026-05-11
IQSU
NewNYLI CANDRIAM U.S. LARGE CAP EQUITY ETF
Shares3.2K
Event2026-03-31
Filed2026-05-11
FAAR
14.78%FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF
Shares5.0K
Event2026-03-31
Filed2026-05-11
LH
7.34%LABCORP HOLDINGS INC COM SHS
Shares614
Event2026-03-31
Filed2026-05-11
ARISTA NETWORKS INC COM SHS
-54.80%ARISTA NETWORKS INC COM SHS
Shares1.3K
Event2026-03-31
Filed2026-05-11
SEIM
NewSEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF
Shares3.6K
Event2026-03-31
Filed2026-05-11
COMT
NewISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF
Shares5.0K
Event2026-03-31
Filed2026-05-11
NUEM
2.64%NUVEEN ESG EMERGING MARKETS EQUITY ETF
Shares4.5K
Event2026-03-31
Filed2026-05-11
SYK
11.31%STRYKER CORPORATION COM
Shares502
Event2026-03-31
Filed2026-05-11
EOG
2.62%EOG RES INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-11
SEIV
NewSEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF
Shares3.9K
Event2026-03-31
Filed2026-05-11
DEM
117.53%WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND
Shares3.3K
Event2026-03-31
Filed2026-05-11
COF
126.17%CAPITAL ONE FINL CORP COM
Shares873
Event2026-03-31
Filed2026-05-11
AZO
1075.00%AUTOZONE INC COM
Shares47
Event2026-03-31
Filed2026-05-11
TXN
57.39%TEXAS INSTRS INC COM
Shares820
Event2026-03-31
Filed2026-05-11
ISRG
28.62%INTUITIVE SURGICAL INC COM NEW
Shares346
Event2026-03-31
Filed2026-05-11
INGR
23.91%INGREDION INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-11
SCHE
-3.09%SCHWAB EMERGING MARKETS EQUITY ETF
Shares4.8K
Event2026-03-31
Filed2026-05-11
FTEC
98.41%FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
Shares750
Event2026-03-31
Filed2026-05-11
WFC
47.89%WELLS FARGO & CO COM
Shares2.0K
Event2026-03-31
Filed2026-05-11
IWX
3830.23%ISHARES RUSSELL TOP 200 VALUE ETF
Shares1.7K
Event2026-03-31
Filed2026-05-11
EFV
225.74%ISHARES MSCI EAFE VALUE ETF
Shares2.1K
Event2026-03-31
Filed2026-05-11
USXF
48.00%ISHARES ESG ADVANCED MSCI USA ETF
Shares2.8K
Event2026-03-31
Filed2026-05-11
FDL
-5.26%FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
Shares3.1K
Event2026-03-31
Filed2026-05-11
IEUR
NewISHARES CORE MSCI EUROPE ETF
Shares2.2K
Event2026-03-31
Filed2026-05-11
MSCI
91.39%MSCI INC COM
Shares289
Event2026-03-31
Filed2026-05-11
PNC
20.29%PNC FINL SVCS GROUP INC COM
Shares735
Event2026-03-31
Filed2026-05-11
SHEL
5.58%SHELL PLC SPON ADS
Shares1.7K
Event2026-03-31
Filed2026-05-11
SPGI
-35.51%S&P GLOBAL INC COM
Shares356
Event2026-03-31
Filed2026-05-11
JAAA
19.40%JANUS HENDERSON AAA CLO ETF
Shares3.0K
Event2026-03-31
Filed2026-05-11
CTRA
-6.75%COTERRA ENERGY INC COM
Shares4.4K
Event2026-03-31
Filed2026-05-11
MSTR
0.41%STRATEGY INC CL A NEW
Shares1.2K
Event2026-03-31
Filed2026-05-11
SUSB
126.44%ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
Shares6.0K
Event2026-03-31
Filed2026-05-11
CWB
59.06%STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
Shares1.6K
Event2026-03-31
Filed2026-05-11
PPTA
NewPERPETUA RESOURCES CORP COM
Shares5.0K
Event2026-03-31
Filed2026-05-11
DGX
2303.23%QUEST DIAGNOSTICS INC COM
Shares745
Event2026-03-31
Filed2026-05-11
GLW
69.34%CORNING INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-11
XLY
383.70%STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
Shares1.3K
Event2026-03-31
Filed2026-05-11
TLT
93.39%ISHARES 20 YEAR TREASURY BOND ETF
Shares1.7K
Event2026-03-31
Filed2026-05-11
DHR
9.77%DANAHER CORP DEL COM
Shares764
Event2026-03-31
Filed2026-05-11
FCAL
0.00%FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF
Shares3.0K
Event2026-03-31
Filed2026-05-11
NUBD
-11.13%NUVEEN ESG U.S. AGGREGATE BOND ETF
Shares6.6K
Event2026-03-31
Filed2026-05-11
BBVA
1.59%BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR
Shares6.7K
Event2026-03-31
Filed2026-05-11
MTB
148.56%M & T BK CORP COM
Shares691
Event2026-03-31
Filed2026-05-11
VONG
522.01%VANGUARD RUSSELL 1000 GROWTH ETF
Shares1.3K
Event2026-03-31
Filed2026-05-11
TMFC
91.30%MOTLEY FOOL 100 INDEX ETF
Shares2.1K
Event2026-03-31
Filed2026-05-11
RYAAY
14.67%RYANAIR HOLDINGS PLC SPONSORED ADR
Shares2.4K
Event2026-03-31
Filed2026-05-11
CASY
72.97%CASEYS GEN STORES INC COM
Shares192
Event2026-03-31
Filed2026-05-11
VCSH
0.11%VANGUARD SHORT-TERM CORPORATE BOND ETF
Shares1.8K
Event2026-03-31
Filed2026-05-11
UNILEVER PLC SPON ADR NEW
160.52%UNILEVER PLC SPON ADR NEW
Shares2.5K
Event2026-03-31
Filed2026-05-11
APP
415.71%APPLOVIN CORP COM CL A
Shares361
Event2026-03-31
Filed2026-05-11
JUST
-24.57%GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF
Shares1.5K
Event2026-03-31
Filed2026-05-11
ROST
8.92%ROSS STORES INC COM
Shares635
Event2026-03-31
Filed2026-05-11
POWL
0.00%POWELL INDS INC COM
Shares250
Event2026-03-31
Filed2026-05-11
MTUM
714.49%ISHARES MSCI USA MOMENTUM FACTOR ETF
Shares562
Event2026-03-31
Filed2026-05-11
LQD
370.63%ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
Shares1.3K
Event2026-03-31
Filed2026-05-11
XYL
-22.60%XYLEM INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-11
MDLZ
7.42%MONDELEZ INTL INC CL A
Shares2.4K
Event2026-03-31
Filed2026-05-11
SHW
250.83%SHERWIN WILLIAMS CO COM
Shares421
Event2026-03-31
Filed2026-05-11
EMXC
8.70%ISHARES MSCI EMERGING MARKETS EX CHINA ETF
Shares1.7K
Event2026-03-31
Filed2026-05-11
EZU
70.57%ISHARES MSCI EUROZONE ETF
Shares2.1K
Event2026-03-31
Filed2026-05-11
THE CIGNA GROUP COM
21.45%THE CIGNA GROUP COM
Shares504
Event2026-03-31
Filed2026-05-11
QUIZ
0.06%ZACKS QUALITY INTERNATIONAL ETF
Shares4.9K
Event2026-03-31
Filed2026-05-11
ACWV
NewISHARES MSCI GLOBAL MIN VOL FACTOR ETF
Shares1.1K
Event2026-03-31
Filed2026-05-11
OMC
7.38%OMNICOM GROUP INC COM
Shares1.7K
Event2026-03-31
Filed2026-05-11
CMI
32.77%CUMMINS INC COM
Shares235
Event2026-03-31
Filed2026-05-11
TROW
4.21%PRICE T ROWE GROUP INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-11
SPHQ
NewINVESCO S&P 500 QUALITY ETF
Shares1.7K
Event2026-03-31
Filed2026-05-11
PPC
8.87%PILGRIMS PRIDE CORP COM
Shares3.4K
Event2026-03-31
Filed2026-05-11
NXST
5.97%NEXSTAR MEDIA GROUP INC COMMON STOCK
Shares710
Event2026-03-31
Filed2026-05-11
DE
11.56%DEERE & CO COM
Shares222
Event2026-03-31
Filed2026-05-11
ORLY
3.95%OREILLY AUTOMOTIVE INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-11
SBSW
50225.00%SIBANYE STILLWATER LTD SPONSORED ADR
Shares10.1K
Event2026-03-31
Filed2026-05-11
SRE
7.65%SEMPRA COM
Shares1.3K
Event2026-03-31
Filed2026-05-11
SMA
-43.17%SMARTSTOP SELF STORAG REIT INC COMMON STOCK
Shares4.1K
Event2026-03-31
Filed2026-05-11
AKRE FOCUS ETF
-44.16%AKRE FOCUS ETF
Shares2.3K
Event2026-03-31
Filed2026-05-11
COHERENT CORP COM
424.21%COHERENT CORP COM
Shares498
Event2026-03-31
Filed2026-05-11
GIS
0.61%GENERAL MILLS INC COM
Shares3.3K
Event2026-03-31
Filed2026-05-11
SCHW
52.06%SCHWAB CHARLES CORP COM
Shares1.3K
Event2026-03-31
Filed2026-05-11
HBNC
0.00%HORIZON BANCORP IND COM
Shares7.3K
Event2026-03-31
Filed2026-05-11
DGRO
373.57%ISHARES CORE DIVIDEND GROWTH ETF
Shares1.7K
Event2026-03-31
Filed2026-05-11
MTZ
-87.62%MASTEC INC COM
Shares364
Event2026-03-31
Filed2026-05-11
GRUPO CIBEST SA SPON ADS
NewGRUPO CIBEST SA SPON ADS
Shares1.7K
Event2026-03-31
Filed2026-05-11
IGSB
60.91%ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares2.3K
Event2026-03-31
Filed2026-05-11
PPL
4.28%PPL CORP COM
Shares3.1K
Event2026-03-31
Filed2026-05-11
FTLS
94.71%FIRST TRUST LONG/SHORT EQUITY ETF
Shares1.7K
Event2026-03-31
Filed2026-05-11
EG
21.85%EVEREST GROUP LTD COM
Shares368
Event2026-03-31
Filed2026-05-11
DAPP
NewVANECK DIGITAL TRANSFORMATION ETF
Shares8.0K
Event2026-03-31
Filed2026-05-11
IWO
4044.44%ISHARES RUSSELL 2000 GROWTH ETF
Shares373
Event2026-03-31
Filed2026-05-11
HLT
658.00%HILTON WORLDWIDE HLDGS INC COM
Shares379
Event2026-03-31
Filed2026-05-11
OKE
198.88%ONEOK INC NEW COM
Shares1.3K
Event2026-03-31
Filed2026-05-11
SHOP
241.96%SHOPIFY INC CL A SUB VTG SHS
Shares978
Event2026-03-31
Filed2026-05-11
HYS
NewPIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND
Shares1.2K
Event2026-03-31
Filed2026-05-11
VOT
60.36%VANGUARD MID-CAP GROWTH ETF
Shares441
Event2026-03-31
Filed2026-05-11
Call Option Holdings
BARRICK MNG CORP COM SHS Call CallBARRICK MNG CORP COM SHS4.0K sharesnew addition2026-03-312026-05-11
SLV Call
60.00%ISHARES SILVER TRUST
Shares76.0K
Event2026-03-31
Filed2026-05-11
GLD Call
-11.11%SPDR GOLD SHARES
Shares4.0K
Event2026-03-31
Filed2026-05-11
SILJ Call
-23.53%AMPLIFY JUNIOR SILVER MINERS ETF
Shares6.5K
Event2026-03-31
Filed2026-05-11
BARRICK MNG CORP COM SHS Call
NewBARRICK MNG CORP COM SHS
Shares4.0K
Event2026-03-31
Filed2026-05-11
FRONTLINE PLC COM Call
NewFRONTLINE PLC COM
Shares2.5K
Event2026-03-31
Filed2026-05-11
HL Call
300.00%HECLA MINING COMPANY COM
Shares4.0K
Event2026-03-31
Filed2026-05-11
STEX Call
120.00%STREAMEX CORP COM
Shares55.0K
Event2026-03-31
Filed2026-05-11
PATH Call
NewUIPATH INC CL A
Shares4.0K
Event2026-03-31
Filed2026-05-11
UNG Call
NewUNITED STATES NATURAL GAS FUND LP
Shares2.5K
Event2026-03-31
Filed2026-05-11
PCT Call
NewPURECYCLE TECHNOLOGIES INC COM
Shares5.0K
Event2026-03-31
Filed2026-05-11
VXX Call
-92.31%IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETN
Shares500
Event2026-03-31
Filed2026-05-11
Put Option Holdings