Sponsored
The Analysis of TITLEIST ASSET MANAGEMENT, LLC's Holdings & P&L
Currently, TITLEIST ASSET MANAGEMENT, LLC holds 396 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in IBTL (+940.3K shares, valued at $19.2M), N/A (+15.1K shares, valued at $7.2M), IBTH (+260.9K shares, valued at $5.9M); decreased their positions in SCHD (-99.0K shares, valued at $3.0M), DIVZ (-78.5K shares, valued at $2.9M), GDX (-31.3K shares, valued at $2.9M); initiated new positions in IGV (+72.9K shares, valued at $5.8M), OEF (+11.8K shares, valued at $3.8M), PB (+38.2K shares, valued at $2.6M).
1M P&L
+36.6M+2.89%
3M P&L
-158.1M-10.83%
HY P&L
-127.6M-8.93%
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/A881.6M
73.6%
2Auto Manufacturers62.8M
5.2%
3Semiconductors45.6M
3.8%
Top Industries by Stock Count
1N/A217 stocks
58.0%
2Software - Infrastructure10 stocks
2.7%
3Semiconductors8 stocks
2.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF116.7K shares-7.43%2026-03-312026-04-30
Sponsored
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LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF44.9K shares-1.81%2026-03-312026-04-30
Sponsored
Sponsored
VICTORYSHARES INTERNATIONAL FREE CASH FLOW ETF VICTORYSHARES INTERNATIONAL FREE CASH FLOW ETF43.7K sharesnew addition2026-03-312026-04-30
Sponsored
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX7.4K shares9.70%2026-03-312026-04-30
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF22.5K sharesnew addition2026-03-312026-04-30
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Sponsored
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF20.7K sharesnew addition2026-03-312026-04-30
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Sponsored
Sponsored
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND17.7K shares-2.54%2026-03-312026-04-30
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Sponsored
Sponsored
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Sponsored
CBXA CALAMOS BITCOIN 90 SERIES STRUCTURED ALT PROTECTION ETF - APRIL26.9K shares-2.85%2026-03-312026-04-30
Sponsored
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS1.3K shares-21.32%2026-03-312026-04-30
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Sponsored
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Sponsored
CBXJ CALAMOS BITCOIN 90 SERIES STRUCTURED ALT PROTECTION ETF - JANUARY18.4K shares81.80%2026-03-312026-04-30
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Sponsored
GRAYSCALE BITCOIN MINI TRUST ETF GRAYSCALE BITCOIN MINI TRUST ETF11.0K shares9.69%2026-03-312026-04-30
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Sponsored
Sponsored
Sponsored
SGOV
-4.01%ISHARES 0-3 MONTH TREASURY BOND ETF
Shares636.9K
Event2026-03-31
Filed2026-04-30
TSLA
-0.32%TESLA INC COM
Shares168.9K
Event2026-03-31
Filed2026-04-30
NVDA
-0.28%NVIDIA CORPORATION COM
Shares214.6K
Event2026-03-31
Filed2026-04-30
IJH
-1.34%ISHARES CORE S&P MID-CAP ETF
Shares535.0K
Event2026-03-31
Filed2026-04-30
IWM
0.97%ISHARES RUSSELL 2000 ETF
Shares137.2K
Event2026-03-31
Filed2026-04-30
BERKSHIRE HATHAWAY INC CL B
28.27%BERKSHIRE HATHAWAY INC CL B
Shares68.5K
Event2026-03-31
Filed2026-04-30
SPY
4.99%STATE STREET SPDR S&P 500 ETF
Shares42.2K
Event2026-03-31
Filed2026-04-30
MGV
13.10%VANGUARD MEGA CAP VALUE ETF
Shares183.1K
Event2026-03-31
Filed2026-04-30
IBTK
6.18%ISHARES IBONDS DEC 2030 TERM TREASURY ETF
Shares1.2M
Event2026-03-31
Filed2026-04-30
BOXX
-0.05%ALPHA ARCHITECT 1-3 MONTH BOX ETF
Shares206.5K
Event2026-03-31
Filed2026-04-30
IWY
8.53%ISHARES RUSSELL TOP 200 GROWTH ETF
Shares95.5K
Event2026-03-31
Filed2026-04-30
INVESCO S&P 500 EQUAL WEIGHT ETF
-7.43%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares116.7K
Event2026-03-31
Filed2026-04-30
AMZN
23.17%AMAZON COM INC COM
Shares100.9K
Event2026-03-31
Filed2026-04-30
VUSB
16.55%VANGUARD ULTRA-SHORT BOND ETF
Shares416.1K
Event2026-03-31
Filed2026-04-30
AAPL
0.81%APPLE INC COM
Shares79.3K
Event2026-03-31
Filed2026-04-30
IBTL
6355.87%ISHARES IBONDS DEC 2031 TERM TREASURY ETF
Shares955.1K
Event2026-03-31
Filed2026-04-30
IEF
12.40%ISHARES 7-10 YEAR TREASURY BOND ETF
Shares196.9K
Event2026-03-31
Filed2026-04-30
IJR
5.05%ISHARES CORE S&P SMALL CAP ETF
Shares144.5K
Event2026-03-31
Filed2026-04-30
VUG
0.81%VANGUARD GROWTH ETF
Shares38.7K
Event2026-03-31
Filed2026-04-30
IBTH
61.32%ISHARES IBONDS DEC 2027 TERM TREASURY ETF
Shares686.3K
Event2026-03-31
Filed2026-04-30
DIVZ
-16.53%POLEN DIVIDEND INCOME ETF
Shares396.1K
Event2026-03-31
Filed2026-04-30
FTSM
-2.05%FIRST TRUST ENHANCED SHORT MATURITY ETF
Shares224.8K
Event2026-03-31
Filed2026-04-30
VTV
-2.67%VANGUARD VALUE ETF
Shares66.6K
Event2026-03-31
Filed2026-04-30
PLTR
3.84%PALANTIR TECHNOLOGIES INC CL A
Shares87.3K
Event2026-03-31
Filed2026-04-30
IDMO
12.83%INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF
Shares228.1K
Event2026-03-31
Filed2026-04-30
IBTI
85.67%ISHARES IBONDS DEC 2028 TERM TREASURY ETF
Shares558.8K
Event2026-03-31
Filed2026-04-30
VHT
1.21%VANGUARD HEALTH CARE ETF
Shares43.7K
Event2026-03-31
Filed2026-04-30
ALPHABET INC CAP STK CL A
62.46%ALPHABET INC CAP STK CL A
Shares41.2K
Event2026-03-31
Filed2026-04-30
IVLU
11.54%ISHARES MSCI INTL VALUE FACTOR ETF
Shares294.6K
Event2026-03-31
Filed2026-04-30
VGT
1.58%VANGUARD INFORMATION TECHNOLOGY ETF
Shares16.7K
Event2026-03-31
Filed2026-04-30
VTI
-9.43%VANGUARD TOTAL STOCK MARKET ETF
Shares34.8K
Event2026-03-31
Filed2026-04-30
IBTG
45.27%ISHARES IBONDS DEC 2026 TERM TREASURY ETF
Shares486.1K
Event2026-03-31
Filed2026-04-30
BROADCOM INC COM
7.95%BROADCOM INC COM
Shares34.4K
Event2026-03-31
Filed2026-04-30
EFA
3.07%ISHARES MSCI EAFE ETF
Shares109.3K
Event2026-03-31
Filed2026-04-30
VO
4.39%VANGUARD MID-CAP ETF
Shares36.9K
Event2026-03-31
Filed2026-04-30
MSFT
102.50%MICROSOFT CORP COM
Shares26.4K
Event2026-03-31
Filed2026-04-30
ARKK
-2.73%ARK INNOVATION ETF
Shares143.8K
Event2026-03-31
Filed2026-04-30
BND
3.57%VANGUARD TOTAL BOND MARKET ETF
Shares130.5K
Event2026-03-31
Filed2026-04-30
IEMG
18.00%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares137.7K
Event2026-03-31
Filed2026-04-30
ALPHABET INC CAP STK CL C
-2.43%ALPHABET INC CAP STK CL C
Shares33.3K
Event2026-03-31
Filed2026-04-30
VIPER ENERGY INC CL A
-14.24%VIPER ENERGY INC CL A
Shares197.8K
Event2026-03-31
Filed2026-04-30
VIG
10.95%VANGUARD DIVIDEND APPRECIATION ETF
Shares42.9K
Event2026-03-31
Filed2026-04-30
VB
12.66%VANGUARD SMALL-CAP ETF
Shares35.1K
Event2026-03-31
Filed2026-04-30
ARKB
-1.29%ARK 21SHARES BITCOIN ETF
Shares381.1K
Event2026-03-31
Filed2026-04-30
VGSH
13.48%VANGUARD SHORT-TERM TREASURY ETF
Shares146.2K
Event2026-03-31
Filed2026-04-30
VANGUARD S&P 500 ETF
10.68%VANGUARD S&P 500 ETF
Shares13.0K
Event2026-03-31
Filed2026-04-30
IVV
93.49%ISHARES CORE S&P 500 ETF
Shares11.5K
Event2026-03-31
Filed2026-04-30
INVESCO QQQ TRUST SERIES I
27.45%INVESCO QQQ TRUST SERIES I
Shares12.9K
Event2026-03-31
Filed2026-04-30
XMMO
14.52%INVESCO S&P MIDCAP MOMENTUM ETF
Shares47.4K
Event2026-03-31
Filed2026-04-30
FBND
5.22%FIDELITY TOTAL BOND ETF
Shares150.1K
Event2026-03-31
Filed2026-04-30
EDIV
13.21%STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF
Shares171.2K
Event2026-03-31
Filed2026-04-30
IBIT
46.23%ISHARES BITCOIN TRUST ETF
Shares171.6K
Event2026-03-31
Filed2026-04-30
XOM
-8.66%EXXON MOBIL CORP COM
Shares38.8K
Event2026-03-31
Filed2026-04-30
META
41.90%META PLATFORMS INC CL A
Shares10.7K
Event2026-03-31
Filed2026-04-30
IWN
0.82%ISHARES RUSSELL 2000 VALUE ETF
Shares31.9K
Event2026-03-31
Filed2026-04-30
AMD
20.07%ADVANCED MICRO DEVICES INC COM
Shares28.9K
Event2026-03-31
Filed2026-04-30
IGV
NewISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
Shares72.9K
Event2026-03-31
Filed2026-04-30
AUSF
18.43%GLOBAL X ADAPTIVE U.S. FACTOR ETF
Shares120.1K
Event2026-03-31
Filed2026-04-30
SCHD
-34.96%SCHWAB US DIVIDEND EQUITY ETF
Shares184.2K
Event2026-03-31
Filed2026-04-30
VTC
10.86%VANGUARD TOTAL CORPORATE BOND ETF
Shares73.3K
Event2026-03-31
Filed2026-04-30
BIL
-3.04%STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
Shares61.0K
Event2026-03-31
Filed2026-04-30
VEA
-5.85%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares87.0K
Event2026-03-31
Filed2026-04-30
CRWD
83.74%CROWDSTRIKE HLDGS INC CL A
Shares14.2K
Event2026-03-31
Filed2026-04-30
BA
-9.93%BOEING CO COM
Shares27.2K
Event2026-03-31
Filed2026-04-30
VFMV
6.82%VANGUARD U.S. MINIMUM VOLATILITY ETF
Shares40.4K
Event2026-03-31
Filed2026-04-30
RDVY
-8.34%FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
Shares77.3K
Event2026-03-31
Filed2026-04-30
ETHA
34.11%ISHARES ETHEREUM TRUST ETF
Shares321.6K
Event2026-03-31
Filed2026-04-30
VBK
-2.60%VANGUARD SMALL-CAP GROWTH ETF
Shares16.7K
Event2026-03-31
Filed2026-04-30
JPM
1.18%JPMORGAN CHASE & CO COM
Shares17.1K
Event2026-03-31
Filed2026-04-30
VCSH
13.65%VANGUARD SHORT-TERM CORPORATE BOND ETF
Shares61.5K
Event2026-03-31
Filed2026-04-30
GDX
-37.24%VANECK GOLD MINERS ETF
Shares52.7K
Event2026-03-31
Filed2026-04-30
CVX
0.77%CHEVRON CORPORATION COM
Shares23.1K
Event2026-03-31
Filed2026-04-30
QUAL
3.28%ISHARES MSCI USA QUALITY FACTOR ETF
Shares23.1K
Event2026-03-31
Filed2026-04-30
MBSD
4.27%FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND
Shares208.9K
Event2026-03-31
Filed2026-04-30
DGRO
-0.17%ISHARES CORE DIVIDEND GROWTH ETF
Shares61.6K
Event2026-03-31
Filed2026-04-30
CGDV
6.17%CAPITAL GROUP DIVIDEND VALUE ETF
Shares100.8K
Event2026-03-31
Filed2026-04-30
VOT
1.80%VANGUARD MID-CAP GROWTH ETF
Shares16.6K
Event2026-03-31
Filed2026-04-30
SDVY
-9.43%FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
Shares106.2K
Event2026-03-31
Filed2026-04-30
IGLB
4.75%ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares79.8K
Event2026-03-31
Filed2026-04-30
XLE
-3.21%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares64.4K
Event2026-03-31
Filed2026-04-30
ARKF
-1.39%ARK BLOCKCHAIN & FINTECH INNOVATION ETF
Shares102.8K
Event2026-03-31
Filed2026-04-30
ISHARES GOLD TRUST
-5.37%ISHARES GOLD TRUST
Shares43.6K
Event2026-03-31
Filed2026-04-30
OEF
NewISHARES S&P 100 ETF
Shares11.8K
Event2026-03-31
Filed2026-04-30
BINC
9.05%ISHARES FLEXIBLE INCOME ACTIVE ETF
Shares72.1K
Event2026-03-31
Filed2026-04-30
ETHE
4.11%GRAYSCALE ETHEREUM STAKING ETF
Shares214.0K
Event2026-03-31
Filed2026-04-30
XSMO
4.12%INVESCO S&P SMALLCAP MOMENTUM ETF
Shares46.0K
Event2026-03-31
Filed2026-04-30
BOND
401.01%PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
Shares37.6K
Event2026-03-31
Filed2026-04-30
GLD
-20.36%SPDR GOLD SHARES
Shares8.0K
Event2026-03-31
Filed2026-04-30
IVES
35.13%DAN IVES WEDBUSH AI REVOLUTION ETF
Shares119.4K
Event2026-03-31
Filed2026-04-30
MSTR
26.36%STRATEGY INC CL A NEW
Shares27.1K
Event2026-03-31
Filed2026-04-30
VCIT
11.14%VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
Shares38.5K
Event2026-03-31
Filed2026-04-30
SPOT
-1.22%SPOTIFY TECHNOLOGY S A SHS
Shares6.4K
Event2026-03-31
Filed2026-04-30
MHF
5.72%WESTERN ASSET MUN HIGH INCOME COM
Shares439.9K
Event2026-03-31
Filed2026-04-30
IEFA
384.52%ISHARES CORE MSCI EAFE ETF
Shares33.5K
Event2026-03-31
Filed2026-04-30
SPYM
-1.51%STATE STREET SPDR PORTFOLIO S&P 500 ETF
Shares39.5K
Event2026-03-31
Filed2026-04-30
JEPI
610.74%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares52.3K
Event2026-03-31
Filed2026-04-30
MDYV
5.66%STATE STREET SPDR S&P 400 MID CAP VALUE ETF
Shares32.1K
Event2026-03-31
Filed2026-04-30
TEM
-15.55%TEMPUS AI INC CL A
Shares59.6K
Event2026-03-31
Filed2026-04-30
TLT
8.37%ISHARES 20 YEAR TREASURY BOND ETF
Shares30.6K
Event2026-03-31
Filed2026-04-30
DGRW
-2.36%WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
Shares30.1K
Event2026-03-31
Filed2026-04-30
UNH
-20.03%UNITEDHEALTH GROUP INC COM
Shares9.8K
Event2026-03-31
Filed2026-04-30
PB
NewPROSPERITY BANCSHARES INC COM
Shares38.2K
Event2026-03-31
Filed2026-04-30
WM
-10.61%WASTE MGMT INC DEL COM
Shares10.9K
Event2026-03-31
Filed2026-04-30
IWF
8.46%ISHARES RUSSELL 1000 GROWTH ETF
Shares5.7K
Event2026-03-31
Filed2026-04-30
COIN
-0.73%COINBASE GLOBAL INC COM CL A
Shares13.7K
Event2026-03-31
Filed2026-04-30
PCT
NewPURECYCLE TECHNOLOGIES INC COM
Shares460.0K
Event2026-03-31
Filed2026-04-30
MEAR
15.94%ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF
Shares46.4K
Event2026-03-31
Filed2026-04-30
USHY
7.34%ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
Shares62.6K
Event2026-03-31
Filed2026-04-30
WMT
6.00%WALMART INC COM
Shares17.7K
Event2026-03-31
Filed2026-04-30
DYNF
19.75%ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
Shares36.1K
Event2026-03-31
Filed2026-04-30
IBTM
NewISHARES IBONDS DEC 2032 TERM TREASURY ETF
Shares91.7K
Event2026-03-31
Filed2026-04-30
INNVENTURE INC COM
9.03%INNVENTURE INC COM
Shares537.1K
Event2026-03-31
Filed2026-04-30
VWO
-3.75%VANGUARD FTSE EMERGING MARKETS ETF
Shares38.8K
Event2026-03-31
Filed2026-04-30
VXUS
117.53%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares26.7K
Event2026-03-31
Filed2026-04-30
VNQ
348.62%VANGUARD REAL ESTATE ETF
Shares23.1K
Event2026-03-31
Filed2026-04-30
MCK
-5.76%MCKESSON CORP COM
Shares2.3K
Event2026-03-31
Filed2026-04-30
SPYG
NewSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
Shares20.5K
Event2026-03-31
Filed2026-04-30
CCL
0.12%CARNIVAL CORP COMMON STOCK
Shares77.4K
Event2026-03-31
Filed2026-04-30
MMIT
129.17%NYLI MACKAY MUNI INTERMEDIATE ETF
Shares82.6K
Event2026-03-31
Filed2026-04-30
JNJ
-14.28%JOHNSON & JOHNSON COM
Shares8.1K
Event2026-03-31
Filed2026-04-30
VOOV
NewVANGUARD S&P 500 VALUE ETF
Shares9.7K
Event2026-03-31
Filed2026-04-30
CAT
-20.77%CATERPILLAR INC COM
Shares2.7K
Event2026-03-31
Filed2026-04-30
IWD
-1.10%ISHARES RUSSELL 1000 VALUE ETF
Shares9.0K
Event2026-03-31
Filed2026-04-30
PATH
24.65%UIPATH INC CL A
Shares173.2K
Event2026-03-31
Filed2026-04-30
NET
3.11%CLOUDFLARE INC CL A COM
Shares9.2K
Event2026-03-31
Filed2026-04-30
SLB
-44.70%SLB LIMITED COM STK
Shares36.9K
Event2026-03-31
Filed2026-04-30
ALERIAN MLP ETF
-27.23%ALERIAN MLP ETF
Shares35.7K
Event2026-03-31
Filed2026-04-30
PWB
NewINVESCO LARGE CAP GROWTH ETF
Shares14.9K
Event2026-03-31
Filed2026-04-30
IBTJ
28.91%ISHARES IBONDS DEC 2029 TERM TREASURY ETF
Shares85.5K
Event2026-03-31
Filed2026-04-30
CCJ
-11.01%CAMECO CORP COM
Shares17.0K
Event2026-03-31
Filed2026-04-30
LVHI
-1.81%FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
Shares44.9K
Event2026-03-31
Filed2026-04-30
BUFR
23.74%FT VEST LADDERED BUFFER ETF
Shares51.7K
Event2026-03-31
Filed2026-04-30
QQQM
138.95%INVESCO NASDAQ 100 ETF
Shares7.1K
Event2026-03-31
Filed2026-04-30
CMG
-0.51%CHIPOTLE MEXICAN GRILL INC COM
Shares51.4K
Event2026-03-31
Filed2026-04-30
ORCL
18.93%ORACLE CORP COM
Shares11.0K
Event2026-03-31
Filed2026-04-30
PM
3.13%PHILIP MORRIS INTL INC COM
Shares9.6K
Event2026-03-31
Filed2026-04-30
CGGO
21.84%CAPITAL GROUP GLOBAL GROWTH EQUITY ETF
Shares46.2K
Event2026-03-31
Filed2026-04-30
COWZ
-57.50%PACER US CASH COWS 100 ETF
Shares23.9K
Event2026-03-31
Filed2026-04-30
PANW
180.84%PALO ALTO NETWORKS INC COM
Shares9.3K
Event2026-03-31
Filed2026-04-30
FCX
113.59%FREEPORT MCMORAN INC CL B
Shares25.1K
Event2026-03-31
Filed2026-04-30
VWOB
-26.16%VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
Shares22.0K
Event2026-03-31
Filed2026-04-30
SMH
17.51%VANECK SEMICONDUCTOR ETF
Shares3.8K
Event2026-03-31
Filed2026-04-30
BAC
5.54%BANK AMERICA CORP COM
Shares29.6K
Event2026-03-31
Filed2026-04-30
IQLT
-2.16%ISHARES MSCI INTL QUALITY FACTOR ETF
Shares31.1K
Event2026-03-31
Filed2026-04-30
HD
15.43%HOME DEPOT INC COM
Shares4.4K
Event2026-03-31
Filed2026-04-30
RWL
NewINVESCO S&P 500 REVENUE ETF
Shares12.5K
Event2026-03-31
Filed2026-04-30
CGBL
10.95%CAPITAL GROUP CORE BALANCED ETF
Shares40.8K
Event2026-03-31
Filed2026-04-30
CRH PLC ORD
9.51%CRH PLC ORD
Shares13.3K
Event2026-03-31
Filed2026-04-30
SLV
-8.04%ISHARES SILVER TRUST
Shares20.4K
Event2026-03-31
Filed2026-04-30
VICTORYSHARES INTERNATIONAL FREE CASH FLOW ETF
NewVICTORYSHARES INTERNATIONAL FREE CASH FLOW ETF
Shares43.7K
Event2026-03-31
Filed2026-04-30
PYLD
30.06%PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
Shares51.5K
Event2026-03-31
Filed2026-04-30
DVY
-4.67%ISHARES SELECT DIVIDEND ETF
Shares8.8K
Event2026-03-31
Filed2026-04-30
SHOP
-3.06%SHOPIFY INC CL A SUB VTG SHS
Shares11.1K
Event2026-03-31
Filed2026-04-30
DASH
13.95%DOORDASH INC CL A
Shares8.7K
Event2026-03-31
Filed2026-04-30
ITB
-26.06%ISHARES U.S. HOME CONSTRUCTION ETF
Shares14.5K
Event2026-03-31
Filed2026-04-30
VYM
7.51%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares8.4K
Event2026-03-31
Filed2026-04-30
HAL
39.34%HALLIBURTON CO COM
Shares32.0K
Event2026-03-31
Filed2026-04-30
FFC
218.59%FLAHERTY & CRUMRIN PFD & INM S COM
Shares80.5K
Event2026-03-31
Filed2026-04-30
GRID
9.70%FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
Shares7.4K
Event2026-03-31
Filed2026-04-30
IGSB
NewISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares22.5K
Event2026-03-31
Filed2026-04-30
FTCS
3.01%FIRST TRUST CAPITAL STRENGTH ETF
Shares12.7K
Event2026-03-31
Filed2026-04-30
SNOW
677.51%SNOWFLAKE INC COM SHS
Shares7.7K
Event2026-03-31
Filed2026-04-30
V
-15.87%VISA INC COM CL A
Shares3.8K
Event2026-03-31
Filed2026-04-30
GS
3.36%GOLDMAN SACHS GROUP INC COM
Shares1.3K
Event2026-03-31
Filed2026-04-30
VSS
-0.60%VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
Shares7.6K
Event2026-03-31
Filed2026-04-30
DISV
NewDIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
Shares28.0K
Event2026-03-31
Filed2026-04-30
AGG
29.89%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares11.1K
Event2026-03-31
Filed2026-04-30
AIRR
2.50%FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
Shares10.0K
Event2026-03-31
Filed2026-04-30
IGIB
NewISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares20.7K
Event2026-03-31
Filed2026-04-30
COST
5.14%COSTCO WHOLESALE CORPORATION COM
Shares1.1K
Event2026-03-31
Filed2026-04-30
NFLX
95.77%NETFLIX INC. COM
Shares11.4K
Event2026-03-31
Filed2026-04-30
UNP
1.29%UNION PAC CORP COM
Shares4.5K
Event2026-03-31
Filed2026-04-30
ICOP
NewISHARES COPPER AND METALS MINING ETF
Shares22.4K
Event2026-03-31
Filed2026-04-30
MBB
NewISHARES MBS ETF
Shares11.2K
Event2026-03-31
Filed2026-04-30
IEZ
NewISHARES U.S. OIL EQUIPMENT & SERVICES ETF
Shares36.3K
Event2026-03-31
Filed2026-04-30
CEG
52.17%CONSTELLATION ENERGY CORP COM
Shares3.7K
Event2026-03-31
Filed2026-04-30
PFF
196.98%ISHARES PREF INCOME SEC ETF
Shares33.4K
Event2026-03-31
Filed2026-04-30
LQD
35.64%ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
Shares9.2K
Event2026-03-31
Filed2026-04-30
ROKU
1.10%ROKU INC COM CL A
Shares10.3K
Event2026-03-31
Filed2026-04-30
FEOE
33.75%FIRST EAGLE OVERSEAS EQUITY ETF
Shares18.9K
Event2026-03-31
Filed2026-04-30
PYPL
145.59%PAYPAL HLDGS INC COM
Shares20.8K
Event2026-03-31
Filed2026-04-30
SMMU
52.77%PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF
Shares18.3K
Event2026-03-31
Filed2026-04-30
VFLO
168.07%VICTORYSHARES FREE CASH FLOW ETF
Shares23.1K
Event2026-03-31
Filed2026-04-30
ABBV
-4.24%ABBVIE INC COM
Shares4.2K
Event2026-03-31
Filed2026-04-30
SBUX
-4.66%STARBUCKS CORP COM
Shares10.1K
Event2026-03-31
Filed2026-04-30
KBH
0.28%KB HOME COM
Shares17.5K
Event2026-03-31
Filed2026-04-30
SHY
NewISHARES 1-3 YEAR TREASURY BOND ETF
Shares11.0K
Event2026-03-31
Filed2026-04-30
TMFC
15.14%MOTLEY FOOL 100 INDEX ETF
Shares13.5K
Event2026-03-31
Filed2026-04-30
FEGE
28.22%FIRST EAGLE GLOBAL EQUITY ETF
Shares18.9K
Event2026-03-31
Filed2026-04-30
TSM
-29.44%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares2.6K
Event2026-03-31
Filed2026-04-30
SPSM
-0.29%STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
Shares17.9K
Event2026-03-31
Filed2026-04-30
VCRM
NewVANGUARD CORE TAX-EXEMPT BOND ETF
Shares11.4K
Event2026-03-31
Filed2026-04-30
DELL
40.29%DELL TECHNOLOGIES INC CL C
Shares5.2K
Event2026-03-31
Filed2026-04-30
IHDG
-2.54%WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND
Shares17.7K
Event2026-03-31
Filed2026-04-30
DOCU
42.78%DOCUSIGN INC COM
Shares17.9K
Event2026-03-31
Filed2026-04-30
IUSG
57.85%ISHARES CORE S&P U.S. GROWTH ETF
Shares5.4K
Event2026-03-31
Filed2026-04-30
KMI
-2.74%KINDER MORGAN INC DEL COM
Shares24.8K
Event2026-03-31
Filed2026-04-30
VZ
-20.75%VERIZON COMMUNICATIONS INC COM
Shares16.2K
Event2026-03-31
Filed2026-04-30
EES
3.50%WISDOMTREE U.S. SMALLCAP FUND
Shares14.0K
Event2026-03-31
Filed2026-04-30
LNG
-13.66%CHENIERE ENERGY INC COM NEW
Shares2.9K
Event2026-03-31
Filed2026-04-30
LLY
11.58%ELI LILLY & CO COM
Shares877
Event2026-03-31
Filed2026-04-30
DIVI
0.00%FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND
Shares20.2K
Event2026-03-31
Filed2026-04-30
VRT
-18.54%VERTIV HOLDINGS CO COM CL A
Shares3.2K
Event2026-03-31
Filed2026-04-30
BTI
2.38%BRITISH AMERN TOB PLC SPONSORED ADR
Shares13.6K
Event2026-03-31
Filed2026-04-30
TLH
NewISHARES 10-20 YEAR TREASURY BOND ETF
Shares7.8K
Event2026-03-31
Filed2026-04-30
SN
-58.62%SHARKNINJA INC COM SHS
Shares7.4K
Event2026-03-31
Filed2026-04-30
MUB
51.19%ISHARES NATIONAL MUNI BOND ETF
Shares7.4K
Event2026-03-31
Filed2026-04-30
RTX
2.33%RTX CORPORATION COM
Shares4.0K
Event2026-03-31
Filed2026-04-30
ASML
1.21%ASML HLDG NV N Y REGISTRY SHS
Shares587
Event2026-03-31
Filed2026-04-30
XLV
1.16%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares5.2K
Event2026-03-31
Filed2026-04-30
VT
12.90%VANGUARD TOTAL WORLD STOCK ETF
Shares5.5K
Event2026-03-31
Filed2026-04-30
RKT
-63.80%ROCKET COS INC COM CL A
Shares52.9K
Event2026-03-31
Filed2026-04-30
SCHO
65.83%SCHWAB SHORT-TERM US TREASURY ETF
Shares30.8K
Event2026-03-31
Filed2026-04-30
PCG
-1.82%PG&E CORP COM
Shares42.5K
Event2026-03-31
Filed2026-04-30
HON
15.34%HONEYWELL INTL INC COM
Shares3.3K
Event2026-03-31
Filed2026-04-30
IHAK
22.62%ISHARES CYBERSECURITY & TECH ETF
Shares16.6K
Event2026-03-31
Filed2026-04-30
CGUS
2.98%CAPITAL GROUP CORE EQUITY ETF
Shares18.7K
Event2026-03-31
Filed2026-04-30
CITIGROUP INC COM NEW
-1.23%CITIGROUP INC COM NEW
Shares6.3K
Event2026-03-31
Filed2026-04-30
CFR
-0.23%CULLEN FROST BANKERS INC COM
Shares5.2K
Event2026-03-31
Filed2026-04-30
NKE
-2.35%NIKE INC CL B
Shares13.0K
Event2026-03-31
Filed2026-04-30
GLW
7.77%CORNING INC COM
Shares5.0K
Event2026-03-31
Filed2026-04-30
MO
3.95%ALTRIA GROUP INC COM
Shares10.4K
Event2026-03-31
Filed2026-04-30
KHPI
13.58%KENSINGTON HEDGED PREMIUM INCOME ETF
Shares28.2K
Event2026-03-31
Filed2026-04-30
JQUA
-1.24%JPMORGAN U.S. QUALITY FACTOR ETF
Shares11.1K
Event2026-03-31
Filed2026-04-30
CORZ
-11.18%CORE SCIENTIFIC INC NEW COM
Shares44.6K
Event2026-03-31
Filed2026-04-30
IBM
-39.32%INTERNATIONAL BUSINESS MACHS COM
Shares2.7K
Event2026-03-31
Filed2026-04-30
WCC
0.00%WESCO INTL INC COM
Shares2.4K
Event2026-03-31
Filed2026-04-30
TPL
-21.37%TEXAS PACIFIC LAND CORPORATION COM
Shares1.4K
Event2026-03-31
Filed2026-04-30
EATON CORP PLC SHS
6.91%EATON CORP PLC SHS
Shares1.8K
Event2026-03-31
Filed2026-04-30
T
21.37%AT&T INC COM
Shares22.5K
Event2026-03-31
Filed2026-04-30
XBI
-10.25%STATE STREET SPDR S&P BIOTECH ETF
Shares5.0K
Event2026-03-31
Filed2026-04-30
ENB
-6.24%ENBRIDGE INC COM
Shares11.7K
Event2026-03-31
Filed2026-04-30
AVUV
0.78%AVANTIS U.S. SMALL CAP VALUE ETF
Shares5.7K
Event2026-03-31
Filed2026-04-30
VTEB
59.08%VANGUARD TAX-EXEMPT BOND ETF
Shares12.6K
Event2026-03-31
Filed2026-04-30
MELI
-9.50%MERCADOLIBRE INC COM
Shares343
Event2026-03-31
Filed2026-04-30
CBXA
-2.85%CALAMOS BITCOIN 90 SERIES STRUCTURED ALT PROTECTION ETF - APRIL
Shares26.9K
Event2026-03-31
Filed2026-04-30
NEE
-1.03%NEXTERA ENERGY INC COM
Shares6.3K
Event2026-03-31
Filed2026-04-30
HOOD
4.29%ROBINHOOD MKTS INC COM CL A
Shares8.5K
Event2026-03-31
Filed2026-04-30
LOW
-6.31%LOWES COS INC COM
Shares2.5K
Event2026-03-31
Filed2026-04-30
EEM
8.45%ISHARES MSCI EMERGING MARKETS ETF
Shares10.1K
Event2026-03-31
Filed2026-04-30
COP
2.14%CONOCOPHILLIPS COM
Shares4.3K
Event2026-03-31
Filed2026-04-30
KO
0.40%COCA COLA CO COM
Shares7.3K
Event2026-03-31
Filed2026-04-30
MDY
-8.19%STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
Shares897
Event2026-03-31
Filed2026-04-30
IBB
14.45%ISHARES BIOTECHNOLOGY ETF
Shares3.3K
Event2026-03-31
Filed2026-04-30
FIW
0.91%FIRST TRUST WATER ETF
Shares5.2K
Event2026-03-31
Filed2026-04-30
CGMS
52.68%CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
Shares19.6K
Event2026-03-31
Filed2026-04-30
FTGC
10.12%FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
Shares18.6K
Event2026-03-31
Filed2026-04-30
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
-21.32%SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
Shares1.3K
Event2026-03-31
Filed2026-04-30
SOXX
25.90%ISHARES SEMICONDUCTOR ETF
Shares1.6K
Event2026-03-31
Filed2026-04-30
LONZ
-10.36%PIMCO SENIOR LOAN ACTIVE EXCHANGE-TRADED FUND
Shares10.5K
Event2026-03-31
Filed2026-04-30
WFC
0.93%WELLS FARGO & CO COM
Shares6.5K
Event2026-03-31
Filed2026-04-30
VONG
1.11%VANGUARD RUSSELL 1000 GROWTH ETF
Shares4.7K
Event2026-03-31
Filed2026-04-30
KTOS
NewKRATOS DEFENSE & SEC SOLUTIONS COM NEW
Shares7.1K
Event2026-03-31
Filed2026-04-30
PEP
-5.90%PEPSICO INC COM
Shares3.2K
Event2026-03-31
Filed2026-04-30
DUKE ENERGY CORP NEW COM NEW
1.51%DUKE ENERGY CORP NEW COM NEW
Shares3.8K
Event2026-03-31
Filed2026-04-30
MMU
10.75%WESTERN ASSET MANAGED MUNS FD COM
Shares48.5K
Event2026-03-31
Filed2026-04-30
VDE
38.95%VANGUARD ENERGY ETF
Shares2.9K
Event2026-03-31
Filed2026-04-30
MPC
2.34%MARATHON PETE CORP COM
Shares2.0K
Event2026-03-31
Filed2026-04-30
MCD
0.85%MCDONALDS CORP COM
Shares1.5K
Event2026-03-31
Filed2026-04-30
EMR
-3.70%EMERSON ELEC CO COM
Shares3.6K
Event2026-03-31
Filed2026-04-30
GLDM
NewSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
Shares5.1K
Event2026-03-31
Filed2026-04-30
UBER
-23.64%UBER TECHNOLOGIES INC COM
Shares6.5K
Event2026-03-31
Filed2026-04-30
DEM
65.44%WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND
Shares9.4K
Event2026-03-31
Filed2026-04-30
URI
3.88%UNITED RENTALS INC COM
Shares642
Event2026-03-31
Filed2026-04-30
PG
4.23%PROCTER & GAMBLE CO COM
Shares3.2K
Event2026-03-31
Filed2026-04-30
AMGN
-5.10%AMGEN INC COM
Shares1.3K
Event2026-03-31
Filed2026-04-30
ISPY
21.35%PROSHARES S&P 500 HIGH INCOME ETF
Shares10.4K
Event2026-03-31
Filed2026-04-30
SO
2.60%SOUTHERN CO COM
Shares4.6K
Event2026-03-31
Filed2026-04-30
DVN
-46.48%DEVON ENERGY CORP NEW COM
Shares8.8K
Event2026-03-31
Filed2026-04-30
XLF
5.57%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares8.9K
Event2026-03-31
Filed2026-04-30
CGGR
0.11%CAPITAL GROUP GROWTH ETF
Shares10.9K
Event2026-03-31
Filed2026-04-30
CGIC
5.24%CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF
Shares13.2K
Event2026-03-31
Filed2026-04-30
XLI
-11.02%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares2.7K
Event2026-03-31
Filed2026-04-30
APD
3.48%AIR PRODUCTS AND CHEMICALS INC COM
Shares1.5K
Event2026-03-31
Filed2026-04-30
CIBR
0.15%FIRST TRUST NASDAQ CYBERSECURITY ETF
Shares6.8K
Event2026-03-31
Filed2026-04-30
SCHX
0.05%SCHWAB U.S. LARGE-CAP ETF
Shares16.6K
Event2026-03-31
Filed2026-04-30
LMT
4.47%LOCKHEED MARTIN CORP COM
Shares701
Event2026-03-31
Filed2026-04-30
RBLX
74.31%ROBLOX CORP CL A
Shares7.5K
Event2026-03-31
Filed2026-04-30
MSI
-3.96%MOTOROLA SOLUTIONS INC COM NEW
Shares969
Event2026-03-31
Filed2026-04-30
SHEL
5.55%SHELL PLC SPON ADS
Shares4.4K
Event2026-03-31
Filed2026-04-30
DFAU
28.37%DIMENSIONAL US CORE EQUITY MARKET ETF
Shares9.1K
Event2026-03-31
Filed2026-04-30
SPG
-6.76%SIMON PPTY GROUP INC NEW COM
Shares2.2K
Event2026-03-31
Filed2026-04-30
BP
1.71%BP PLC SPONSORED ADR
Shares8.6K
Event2026-03-31
Filed2026-04-30
CB
-0.24%CHUBB LTD SWITZ COM
Shares1.2K
Event2026-03-31
Filed2026-04-30
CGDG
0.36%CAPITAL GROUP DIVIDEND GROWERS ETF
Shares11.1K
Event2026-03-31
Filed2026-04-30
LMND
16.30%LEMONADE INC COM
Shares6.3K
Event2026-03-31
Filed2026-04-30
JPSE
4.92%JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF
Shares7.5K
Event2026-03-31
Filed2026-04-30
HTUS
NewCAPITOL SERIES TRUST - HULL TACTICAL US ETF
Shares10.2K
Event2026-03-31
Filed2026-04-30
CBXJ
81.80%CALAMOS BITCOIN 90 SERIES STRUCTURED ALT PROTECTION ETF - JANUARY
Shares18.4K
Event2026-03-31
Filed2026-04-30
MPLX
1.46%MPLX LP COM UNIT REP LTD
Shares6.7K
Event2026-03-31
Filed2026-04-30
DOW
-33.73%DOW HLDGS INC COM
Shares9.1K
Event2026-03-31
Filed2026-04-30
FDX
-71.71%FEDEX CORP COM
Shares1.1K
Event2026-03-31
Filed2026-04-30
APP
144.94%APPLOVIN CORP COM CL A
Shares943
Event2026-03-31
Filed2026-04-30
ADI
19.71%ANALOG DEVICES INC COM
Shares1.2K
Event2026-03-31
Filed2026-04-30
IUS
-8.16%INVESCO RAFI STRATEGIC US ETF
Shares6.3K
Event2026-03-31
Filed2026-04-30
VV
13.63%VANGUARD LARGE-CAP ETF
Shares1.2K
Event2026-03-31
Filed2026-04-30
RL
NewRALPH LAUREN CORP CL A
Shares1.1K
Event2026-03-31
Filed2026-04-30
VEU
45.97%VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Shares4.8K
Event2026-03-31
Filed2026-04-30
FANG
-48.54%DIAMONDBACK ENERGY INC COM
Shares1.8K
Event2026-03-31
Filed2026-04-30
VLO
NewVALERO ENERGY CORP COM
Shares1.4K
Event2026-03-31
Filed2026-04-30
LEN
1.32%LENNAR CORP CL A
Shares4.1K
Event2026-03-31
Filed2026-04-30
ABT
-1.51%ABBOTT LABORATORIES COM
Shares3.4K
Event2026-03-31
Filed2026-04-30
MA
-1.13%MASTERCARD INCORPORATED CL A
Shares697
Event2026-03-31
Filed2026-04-30
JDVI
2.94%JOHN HANCOCK DISCIPLINED VALUE INTERNATIONAL SELECT ETF
Shares9.6K
Event2026-03-31
Filed2026-04-30
CSCO
1.66%CISCO SYS INC COM
Shares4.4K
Event2026-03-31
Filed2026-04-30
SLI
NewSTANDARD LITHIUM LTD COM
Shares99.9K
Event2026-03-31
Filed2026-04-30
CRWV
-30.94%COREWEAVE INC COM CL A
Shares4.4K
Event2026-03-31
Filed2026-04-30
SDY
-3.99%STATE STREET SPDR S&P DIVIDEND ETF
Shares2.3K
Event2026-03-31
Filed2026-04-30
FBT
1.81%FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
Shares1.7K
Event2026-03-31
Filed2026-04-30
XLY
0.29%STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
Shares3.1K
Event2026-03-31
Filed2026-04-30
GEV
2.93%GE VERNOVA INC COM
Shares387
Event2026-03-31
Filed2026-04-30
IYW
3.82%ISHARES U.S. TECHNOLOGY ETF
Shares1.8K
Event2026-03-31
Filed2026-04-30
HTAX
27.13%NOMURA NATIONAL HIGH-YIELD MUNICIPAL BOND ETF
Shares13.7K
Event2026-03-31
Filed2026-04-30
GRAYSCALE BITCOIN MINI TRUST ETF
9.69%GRAYSCALE BITCOIN MINI TRUST ETF
Shares11.0K
Event2026-03-31
Filed2026-04-30
CME
2.87%CME GROUP INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-30
SPMO
-2.48%INVESCO S&P 500 MOMENTUM ETF
Shares2.9K
Event2026-03-31
Filed2026-04-30
VTWO
NewVANGUARD RUSSELL 2000 ETF
Shares3.2K
Event2026-03-31
Filed2026-04-30
CASY
NewCASEYS GEN STORES INC COM
Shares443
Event2026-03-31
Filed2026-04-30
TJX
0.91%TJX COS INC NEW COM
Shares2.0K
Event2026-03-31
Filed2026-04-30
APH
11.26%AMPHENOL CORP CL A
Shares2.5K
Event2026-03-31
Filed2026-04-30
SBR
0.82%SABINE RTY TR UNIT BEN INT
Shares4.2K
Event2026-03-31
Filed2026-04-30
HALO
0.29%HALOZYME THERAPEUTICS INC COM
Shares4.8K
Event2026-03-31
Filed2026-04-30
KLAC
NewKLA CORP COM NEW
Shares208
Event2026-03-31
Filed2026-04-30
DE
-11.35%DEERE & CO COM
Shares539
Event2026-03-31
Filed2026-04-30
BBEM
2.22%JPMORGAN BETABUILDERS EMERGING MARKETS EQUITY ETF
Shares4.6K
Event2026-03-31
Filed2026-04-30
O
1.65%REALTY INCOME CORP COM
Shares4.9K
Event2026-03-31
Filed2026-04-30
ONON
-10.03%ON HLDG AG NAMEN AKT A
Shares8.8K
Event2026-03-31
Filed2026-04-30
MGK
-3.10%VANGUARD MEGA CAP GROWTH ETF
Shares812
Event2026-03-31
Filed2026-04-30
TCAF
NewT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
Shares8.4K
Event2026-03-31
Filed2026-04-30
ALNT
-2.53%ALLIENT INC COM
Shares5.0K
Event2026-03-31
Filed2026-04-30
ITA
6.25%ISHARES U.S. AEROSPACE & DEFENSE ETF
Shares1.3K
Event2026-03-31
Filed2026-04-30
MU
2.36%MICRON TECHNOLOGY INC COM
Shares869
Event2026-03-31
Filed2026-04-30
UITB
NewVICTORYSHARES CORE INTERMEDIATE BOND ETF
Shares6.1K
Event2026-03-31
Filed2026-04-30
AVLV
0.11%AVANTIS U.S. LARGE CAP VALUE ETF
Shares3.6K
Event2026-03-31
Filed2026-04-30
MERCK & CO INC COM
NewMERCK & CO INC COM
Shares2.4K
Event2026-03-31
Filed2026-04-30
MS
9.09%MORGAN STANLEY COM NEW
Shares1.7K
Event2026-03-31
Filed2026-04-30
VYMI
NewVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
Shares3.0K
Event2026-03-31
Filed2026-04-30
VFMF
4.32%VANGUARD U.S. MULTIFACTOR ETF
Shares1.8K
Event2026-03-31
Filed2026-04-30
RCL
0.00%ROYAL CARIBBEAN GROUP COM
Shares1.0K
Event2026-03-31
Filed2026-04-30
NBIS
-17.98%NEBIUS GROUP N.V. SHS CLASS A
Shares2.7K
Event2026-03-31
Filed2026-04-30
MOAT
2.78%VANECK MORNINGSTAR WIDE MOAT ETF
Shares2.9K
Event2026-03-31
Filed2026-04-30
VOE
11.98%VANGUARD MID-CAP VALUE ETF
Shares1.5K
Event2026-03-31
Filed2026-04-30
ON
4.94%ON SEMICONDUCTOR CORP COM
Shares4.5K
Event2026-03-31
Filed2026-04-30
JCI
1.25%JOHNSON CTLS INTL PLC SHS
Shares2.1K
Event2026-03-31
Filed2026-04-30
IWV
0.00%ISHARES RUSSELL 3000 ETF
Shares741
Event2026-03-31
Filed2026-04-30
VBR
0.56%VANGUARD SMALL CAP VALUE ETF
Shares1.3K
Event2026-03-31
Filed2026-04-30
UCON
12.59%FIRST TRUST SMITH UNCONSTRAINED BOND ETF
Shares10.9K
Event2026-03-31
Filed2026-04-30
AEP
10.41%AMERICAN ELEC PWR CO INC COM
Shares2.0K
Event2026-03-31
Filed2026-04-30
LMBS
12.90%FIRST TRUST LOW DURATION OPPORTUNITIES ETF
Shares5.3K
Event2026-03-31
Filed2026-04-30
PZA
NewINVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
Shares11.6K
Event2026-03-31
Filed2026-04-30
COF
63.87%CAPITAL ONE FINL CORP COM
Shares1.4K
Event2026-03-31
Filed2026-04-30
ICF
-8.35%ISHARES SELECT U.S. REIT ETF
Shares4.2K
Event2026-03-31
Filed2026-04-30
FNX
-2.71%FIRST TRUST MID CAP CORE ALPHADEX FUND
Shares2.0K
Event2026-03-31
Filed2026-04-30
SCHB
0.29%SCHWAB U.S. BROAD MARKET ETF
Shares10.4K
Event2026-03-31
Filed2026-04-30
EVSM
NewEATON VANCE SHORT DURATION MUNICIPAL INCOME ETF
Shares5.1K
Event2026-03-31
Filed2026-04-30
FDN
-1.55%FIRST TRUST DOW JONES INTERNET INDEX FUND
Shares1.1K
Event2026-03-31
Filed2026-04-30
GE AEROSPACE COM NEW
-13.58%GE AEROSPACE COM NEW
Shares891
Event2026-03-31
Filed2026-04-30
GILD
7.08%GILEAD SCIENCES INC COM
Shares1.8K
Event2026-03-31
Filed2026-04-30
IWB
-5.28%ISHARES RUSSELL 1000 ETF
Shares700
Event2026-03-31
Filed2026-04-30
INTC
NewINTEL CORP COM
Shares5.6K
Event2026-03-31
Filed2026-04-30
HYG
NewISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
Shares3.1K
Event2026-03-31
Filed2026-04-30
PSX
NewPHILLIPS 66 COM
Shares1.3K
Event2026-03-31
Filed2026-04-30
PINS
-5.13%PINTEREST INC CL A
Shares13.2K
Event2026-03-31
Filed2026-04-30
ZTS
NewZOETIS INC CL A
Shares2.1K
Event2026-03-31
Filed2026-04-30
ETR
NewENTERGY CORP NEW COM
Shares2.1K
Event2026-03-31
Filed2026-04-30
AMAT
NewAPPLIED MATLS INC COM
Shares700
Event2026-03-31
Filed2026-04-30
JMST
-14.57%JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
Shares4.7K
Event2026-03-31
Filed2026-04-30
RWJ
-1.40%INVESCO S&P SMALLCAP 600 REVENUE ETF
Shares4.7K
Event2026-03-31
Filed2026-04-30
CGCB
-1.87%CAPITAL GROUP CORE BOND ETF
Shares9.0K
Event2026-03-31
Filed2026-04-30
TWLO
3.38%TWILIO INC CL A
Shares1.9K
Event2026-03-31
Filed2026-04-30
AFL
-25.04%AFLAC INC COM
Shares2.1K
Event2026-03-31
Filed2026-04-30
CGGE
5.26%CAPITAL GROUP GLOBAL EQUITY ETF
Shares7.6K
Event2026-03-31
Filed2026-04-30
WPC
-3.21%WP CAREY INC COM
Shares3.4K
Event2026-03-31
Filed2026-04-30
BLACKROCK INC COM
-49.58%BLACKROCK INC COM
Shares238
Event2026-03-31
Filed2026-04-30
BK
-12.48%BANK NEW YORK MELLON CORP COM
Shares1.9K
Event2026-03-31
Filed2026-04-30
JAAA
2.24%JANUS HENDERSON AAA CLO ETF
Shares4.5K
Event2026-03-31
Filed2026-04-30
D
6.18%DOMINION ENERGY INC COM
Shares3.6K
Event2026-03-31
Filed2026-04-30
BLOK
NewAMPLIFY BLOCKCHAIN TECHNOLOGY ETF
Shares4.5K
Event2026-03-31
Filed2026-04-30
BUD
NewANHEUSER BUSCH INBEV SA NV SPONSORED ADR
Shares3.2K
Event2026-03-31
Filed2026-04-30
MDLZ
-3.72%MONDELEZ INTL INC CL A
Shares3.9K
Event2026-03-31
Filed2026-04-30
XLU
NewSTATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares4.8K
Event2026-03-31
Filed2026-04-30
RDVI
3.62%FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
Shares8.7K
Event2026-03-31
Filed2026-04-30
ARKG
0.00%ARK GENOMIC REVOLUTION ETF
Shares8.3K
Event2026-03-31
Filed2026-04-30
CMCSA
8.94%COMCAST CORP NEW CL A
Shares7.6K
Event2026-03-31
Filed2026-04-30
MINT
0.99%PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
Shares2.1K
Event2026-03-31
Filed2026-04-30
AXP
9.95%AMERICAN EXPRESS CO COM
Shares707
Event2026-03-31
Filed2026-04-30
ACVF
NewAMERICAN CONSERVATIVE VALUES ETF
Shares4.5K
Event2026-03-31
Filed2026-04-30
FDL
NewFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
Shares4.1K
Event2026-03-31
Filed2026-04-30
INCM
0.00%FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF
Shares7.2K
Event2026-03-31
Filed2026-04-30
CGIE
NewCAPITAL GROUP INTERNATIONAL EQUITY ETF
Shares6.1K
Event2026-03-31
Filed2026-04-30
TXN
NewTEXAS INSTRS INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-30
TT
NewTRANE TECHNOLOGIES PLC SHS
Shares489
Event2026-03-31
Filed2026-04-30
IWS
NewISHARES RUSSELL MID-CAP VALUE ETF
Shares1.4K
Event2026-03-31
Filed2026-04-30
U
3.26%UNITY SOFTWARE INC COM
Shares9.2K
Event2026-03-31
Filed2026-04-30
KNG
-21.49%FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
Shares4.1K
Event2026-03-31
Filed2026-04-30
LAM RESEARCH CORP COM NEW
NewLAM RESEARCH CORP COM NEW
Shares940
Event2026-03-31
Filed2026-04-30
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available