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The Analysis of Waverly Advisors, LLC's Holdings & P&L

Currently, Waverly Advisors, LLC holds 1614 types of securities in its portfolio with a total value $13.3B. In the most recent quarter, they have increased their positions in N/A (+926.8K shares, valued at $41.4M), CAT (+56.1K shares, valued at $39.7M), IVV (+57.5K shares, valued at $37.6M); decreased their positions in IVW (-284.8K shares, valued at $32.2M), HEFA (-563.4K shares, valued at $23.9M), IGV (-180.1K shares, valued at $14.4M); initiated new positions in N/A (+119.3K shares, valued at $23.4M), FAF (+128.0K shares, valued at $7.7M), CORO (+206.3K shares, valued at $6.6M).

1M P&L

+51.3M+0.43%

3M P&L

-2.0B-14.07%

HY P&L

-1.4B-10.18%

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/A7.1B

64.3%

2Semiconductors392.0M

3.5%

3Consumer Electronics333.5M

3.0%

Top Industries by Stock Count

1N/A670 stocks

48.5%

2Banks - Regional45 stocks

3.3%

3Software - Application30 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR1.2M shares4.83%2026-03-312026-05-15

VUG VANGUARD INDEX FDS773.1K shares4.94%2026-03-312026-05-15

AAPL APPLE INC1.3M shares6.67%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS1.3M shares3.09%2026-03-312026-05-15

NVDA NVIDIA CORPORATION1.3M shares10.17%2026-03-312026-05-15

MSFT MICROSOFT CORP560.5K shares18.02%2026-03-312026-05-15

SPIB SPDR SERIES TRUST5.4M shares6.21%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.7M shares-1.18%2026-03-312026-05-15

Sponsored

AVUV AMERICAN CENTY ETF TR1.4M shares7.45%2026-03-312026-05-15

SGOV ISHARES TR1.5M shares2.68%2026-03-312026-05-15

ALPHABET INC ALPHABET INC469.4K shares21.86%2026-03-312026-05-15

AVLV AMERICAN CENTY ETF TR1.7M shares8.52%2026-03-312026-05-15

AMZN AMAZON COM INC615.0K shares27.63%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T183.0K shares16.79%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS197.7K shares2.23%2026-03-312026-05-15

JPIE J P MORGAN EXCHANGE TRADED F2.5M shares9.46%2026-03-312026-05-15

Sponsored

IWB ISHARES TR319.0K shares-2.31%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL226.3K shares12.34%2026-03-312026-05-15

VTI VANGUARD INDEX FDS334.8K shares6.09%2026-03-312026-05-15

IWR ISHARES TR1.1M shares17.73%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR3.5M shares39.33%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO348.0K shares9.13%2026-03-312026-05-15

VO VANGUARD INDEX FDS355.4K shares3.52%2026-03-312026-05-15

VOE VANGUARD INDEX FDS529.9K shares-2.31%2026-03-312026-05-15

Sponsored

SPYG SPDR SERIES TRUST989.9K shares6.49%2026-03-312026-05-15

BOND PIMCO ETF TR1.0M shares59.51%2026-03-312026-05-15

ALPHABET INC ALPHABET INC318.5K shares9.74%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS1.4M shares-0.10%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T472.6K shares5.82%2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F1.8M shares54.48%2026-03-312026-05-15

VONE VANGUARD SCOTTSDALE FDS297.1K shares-0.56%2026-03-312026-05-15

IWF ISHARES TR203.4K shares1.41%2026-03-312026-05-15

Sponsored

BROADCOM INC BROADCOM INC270.1K shares3.83%2026-03-312026-05-15

HEFA ISHARES TR1.9M shares-22.62%2026-03-312026-05-15

IWM ISHARES TR320.1K shares14.41%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR3.1M shares1.37%2026-03-312026-05-15

CAT CATERPILLAR INC104.3K shares116.45%2026-03-312026-05-15

AVDE AMERICAN CENTY ETF TR864.5K shares33.94%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON272.3K shares1.70%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F876.5K shares4.22%2026-03-312026-05-15

Sponsored

PG PROCTER & GAMBLE CO454.9K shares-0.80%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS437.0K shares27.48%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR111.7K shares2.67%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR2.6M shares82.05%2026-03-312026-05-15

VTV VANGUARD INDEX FDS322.6K shares7.10%2026-03-312026-05-15

VOT VANGUARD INDEX FDS240.6K shares-3.40%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC180.7K shares8.65%2026-03-312026-05-15

XOM EXXON MOBIL CORP355.2K shares9.02%2026-03-312026-05-15

Sponsored

IJH ISHARES TR870.0K shares-1.37%2026-03-312026-05-15

IWD ISHARES TR272.5K shares-2.92%2026-03-312026-05-15

LLY ELI LILLY & CO61.4K shares5.57%2026-03-312026-05-15

IWV ISHARES TR149.8K shares-1.51%2026-03-312026-05-15

META META PLATFORMS INC94.9K shares59.14%2026-03-312026-05-15

IEI ISHARES TR455.1K shares-2.38%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR1.7M shares4.27%2026-03-312026-05-15

SCHM SCHWAB STRATEGIC TR1.7M shares-2.24%2026-03-312026-05-15

Sponsored

HD HOME DEPOT INC156.1K shares12.97%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1M shares-1.59%2026-03-312026-05-15

ACWX ISHARES TR731.0K shares1.17%2026-03-312026-05-15

WMT WALMART INC400.5K shares-0.37%2026-03-312026-05-15

DGRO ISHARES TR706.3K shares-1.25%2026-03-312026-05-15

ABBV ABBVIE INC224.7K shares2.65%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION48.9K shares35.90%2026-03-312026-05-15

SPYV SPDR SERIES TRUST845.7K shares5.24%2026-03-312026-05-15

Sponsored

VWO VANGUARD INTL EQUITY INDEX F866.2K shares-0.84%2026-03-312026-05-15

KO COCA COLA CO615.1K shares1.91%2026-03-312026-05-15

IVE ISHARES TR217.7K shares5.06%2026-03-312026-05-15

AVUS AMERICAN CENTY ETF TR412.7K shares3.13%2026-03-312026-05-15

SPYM SPDR SERIES TRUST587.2K shares1.80%2026-03-312026-05-15

V VISA INC145.3K shares10.90%2026-03-312026-05-15

ETFS GOLD TR ETFS GOLD TR953.7K shares3435.60%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC120.4K shares-8.22%2026-03-312026-05-15

Sponsored

SCHX SCHWAB STRATEGIC TR1.5M shares191.58%2026-03-312026-05-15

MCD MCDONALDS CORP121.7K shares6.65%2026-03-312026-05-15

EFV ISHARES TR505.3K shares0.97%2026-03-312026-05-15

ORCL ORACLE CORP252.5K shares7.77%2026-03-312026-05-15

SCHO SCHWAB STRATEGIC TR1.5M shares73.36%2026-03-312026-05-15

SCHE SCHWAB STRATEGIC TR1.0M shares105.77%2026-03-312026-05-15

GLD SPDR GOLD TR78.0K shares8.93%2026-03-312026-05-15

ET ENERGY TRANSFER L P1.7M shares22.32%2026-03-312026-05-15

Sponsored

VB VANGUARD INDEX FDS126.7K shares1.19%2026-03-312026-05-15

CSCO CISCO SYS INC426.9K shares1.69%2026-03-312026-05-15

VTEB VANGUARD MUN BD FDS653.6K shares8.57%2026-03-312026-05-15

SO SOUTHERN CO335.4K shares0.32%2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS390.4K shares-0.36%2026-03-312026-05-15

IXUS ISHARES TR368.6K shares239.94%2026-03-312026-05-15

VTWO VANGUARD SCOTTSDALE FDS317.0K shares16.67%2026-03-312026-05-15

ECL ECOLAB INC117.6K shares0.61%2026-03-312026-05-15

Sponsored

MERCK & CO INC MERCK & CO INC258.6K shares0.79%2026-03-312026-05-15

JEPI J P MORGAN EXCHANGE TRADED F544.9K shares54.57%2026-03-312026-05-15

CVX CHEVRON CORPORATION146.9K shares3.81%2026-03-312026-05-15

SPAB SPDR SERIES TRUST1.2M shares-7.58%2026-03-312026-05-15

PEP PEPSICO INC194.6K shares-6.94%2026-03-312026-05-15

EFA ISHARES TR298.8K shares5.94%2026-03-312026-05-15

IEFA ISHARES TR316.4K shares8.19%2026-03-312026-05-15

WM WASTE MGMT INC DEL123.7K shares18.26%2026-03-312026-05-15

Sponsored

BAC BANK AMERICA CORP583.0K shares3.01%2026-03-312026-05-15

IWY ISHARES TR113.4K shares1.44%2026-03-312026-05-15

FBND FIDELITY MERRIMACK STR TR617.0K shares4.31%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO91.8K shares5.37%2026-03-312026-05-15

SPMD SPDR SERIES TRUST467.1K shares12.41%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS348.5K shares2.83%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC546.5K shares3.77%2026-03-312026-05-15

VXUS VANGUARD STAR FDS344.2K shares8.31%2026-03-312026-05-15

Sponsored

CRM SALESFORCE INC140.7K shares8.51%2026-03-312026-05-15

HON HONEYWELL INTL INC116.1K shares8.68%2026-03-312026-05-15

UNP UNION PAC CORP108.1K shares13.79%2026-03-312026-05-15

MINT PIMCO ETF TR260.2K shares-3.75%2026-03-312026-05-15

EEM ISHARES TR459.6K shares116.48%2026-03-312026-05-15

VUSB VANGUARD BD INDEX FDS521.2K shares27.39%2026-03-312026-05-15

QUAL ISHARES TR134.3K shares56.67%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS342.4K shares0.58%2026-03-312026-05-15

Sponsored

NFLX NETFLIX INC.257.5K shares140.35%2026-03-312026-05-15

TSLA TESLA INC66.1K shares15.81%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR184.7K shares7.69%2026-03-312026-05-15

BNDW VANGUARD SCOTTSDALE FDS353.5K shares16.58%2026-03-312026-05-15

JEPQ J P MORGAN EXCHANGE TRADED F423.1K shares46.30%2026-03-312026-05-15

ASTRAZENECA PLC ASTRAZENECA PLC119.3K sharesnew addition2026-03-312026-05-15

IEMG ISHARES INC335.9K shares7.65%2026-03-312026-05-15

IVW ISHARES TR203.0K shares-58.38%2026-03-312026-05-15

Sponsored

USTB VICTORY PORTFOLIOS II451.6K shares6.40%2026-03-312026-05-15

SLYV SPDR SERIES TRUST235.5K shares418.41%2026-03-312026-05-15

IWP ISHARES TR173.7K shares-1.36%2026-03-312026-05-15

SBUX STARBUCKS CORP248.2K shares-4.72%2026-03-312026-05-15

SPSB SPDR SERIES TRUST736.9K shares0.41%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND110.8K shares3.34%2026-03-312026-05-15

SCHV SCHWAB STRATEGIC TR718.7K shares22.77%2026-03-312026-05-15

HDV ISHARES TR161.5K shares-1.12%2026-03-312026-05-15

Sponsored

SPTM SPDR SERIES TRUST274.5K shares-13.99%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL30 shares0.00%2026-03-312026-05-15

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO402.9K shares-6.63%2026-03-312026-05-15

GLW CORNING INC155.5K shares-7.93%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC214.8K shares1.98%2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS459.8K shares-3.42%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC21.6K shares6.01%2026-03-312026-05-15

LNG CHENIERE ENERGY INC72.8K shares-5.28%2026-03-312026-05-15

Sponsored

PANW PALO ALTO NETWORKS INC126.1K shares25.15%2026-03-312026-05-15

BINC BLACKROCK ETF TRUST II388.4K shares21.15%2026-03-312026-05-15

SCHR SCHWAB STRATEGIC TR794.9K shares1269.09%2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L522.4K shares-3.71%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC172.0K shares0.84%2026-03-312026-05-15

IWX ISHARES TR210.0K shares2.06%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC22.8K shares5.18%2026-03-312026-05-15

AGG ISHARES TR191.7K shares-4.90%2026-03-312026-05-15

Sponsored

AMD ADVANCED MICRO DEVICES INC92.1K shares-1.27%2026-03-312026-05-15

MS MORGAN STANLEY112.5K shares29.32%2026-03-312026-05-15

DE DEERE & CO32.8K shares1.54%2026-03-312026-05-15

DIS DISNEY WALT CO188.3K shares-5.70%2026-03-312026-05-15

IGV ISHARES TR223.6K shares-44.61%2026-03-312026-05-15

CGNG CAPITAL GROUP NEW GEOGRAPHY559.2K shares-0.38%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC35.8K shares16.38%2026-03-312026-05-15

NOBL PROSHARES TR165.7K shares22.84%2026-03-312026-05-15

Sponsored

DFAI DIMENSIONAL ETF TRUST450.3K shares152.13%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR286.1K shares35.31%2026-03-312026-05-15

NEE NEXTERA ENERGY INC186.8K shares8.98%2026-03-312026-05-15

VYMI VANGUARD WHITEHALL FDS183.6K shares29.90%2026-03-312026-05-15

QCOM QUALCOMM INC131.7K shares-4.81%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP28.0K shares27.61%2026-03-312026-05-15

NORTHERN LTS FD TR II NORTHERN LTS FD TR II592.7K shares9.87%2026-03-312026-05-15

DHR DANAHER CORP DEL87.5K shares12.94%2026-03-312026-05-15

Sponsored

MGV VANGUARD WORLD FD113.4K shares1.34%2026-03-312026-05-15

AOR ISHARES TR255.4K shares3.02%2026-03-312026-05-15

AVDV AMERICAN CENTY ETF TR164.1K shares3.32%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE57.6K shares2.27%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR354.3K shares44.10%2026-03-312026-05-15

AMAT APPLIED MATLS INC47.5K shares-15.24%2026-03-312026-05-15

SCHH SCHWAB STRATEGIC TR746.1K shares2599.40%2026-03-312026-05-15

AVEM AMERICAN CENTY ETF TR198.9K shares26.59%2026-03-312026-05-15

Sponsored

BLACKSTONE INC BLACKSTONE INC138.1K shares8.47%2026-03-312026-05-15

GDX VANECK ETF TRUST172.8K shares-15.34%2026-03-312026-05-15

ADI ANALOG DEVICES INC49.7K shares-5.56%2026-03-312026-05-15

IWS ISHARES TR108.1K shares0.43%2026-03-312026-05-15

BP BP PLC333.8K shares11.03%2026-03-312026-05-15

GEV GE VERNOVA INC17.8K shares8.02%2026-03-312026-05-15

ITOT ISHARES TR108.0K shares3.69%2026-03-312026-05-15

NEAR ISHARES U S ETF TR298.8K shares15.22%2026-03-312026-05-15

Sponsored

IJS ISHARES TR128.1K shares1.97%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC91.7K shares4.69%2026-03-312026-05-15

IWN ISHARES TR79.7K shares-0.46%2026-03-312026-05-15

SYK STRYKER CORPORATION45.8K shares3.68%2026-03-312026-05-15

CBLS ELEVATION SERIES TRUST524.5K shares4.08%2026-03-312026-05-15

DYNF BLACKROCK ETF TRUST257.8K shares10.34%2026-03-312026-05-15

TMUS T-MOBILE US INC71.2K shares29.50%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS60.7K shares-6.26%2026-03-312026-05-15

Sponsored

IJK ISHARES TR145.7K shares-1.14%2026-03-312026-05-15

AMGN AMGEN INC41.4K shares21.57%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO170.1K shares-0.63%2026-03-312026-05-15

IEF ISHARES TR151.8K shares14.13%2026-03-312026-05-15

CME CME GROUP INC49.0K shares1.51%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW110.0K shares4.10%2026-03-312026-05-15

FPE FIRST TR EXCH TRADED FD III804.9K shares3.60%2026-03-312026-05-15

VDC VANGUARD WORLD FD63.4K shares-1.85%2026-03-312026-05-15

Sponsored

EFG ISHARES TR125.3K shares2.35%2026-03-312026-05-15

BUFD FIRST TR EXCHNG TRADED FD VI498.2K shares5.00%2026-03-312026-05-15

PAA PLAINS ALL AMERN PIPELINE L622.8K shares-7.87%2026-03-312026-05-15

AWK AMERICAN WTR WKS CO INC NEW101.8K shares0.33%2026-03-312026-05-15

OEF ISHARES TR43.3K shares-20.01%2026-03-312026-05-15

MPLX MPLX LP240.9K shares-2.17%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC38.2K shares5.44%2026-03-312026-05-15

WFC WELLS FARGO & CO170.8K shares3.09%2026-03-312026-05-15

Sponsored

BHP BHP BILLITON LIMITED185.3K shares-1.11%2026-03-312026-05-15

MTUM ISHARES TR56.1K shares-0.03%2026-03-312026-05-15

CINF CINCINNATI FINL CORP85.4K shares-0.34%2026-03-312026-05-15

ENB ENBRIDGE INC248.2K shares1.59%2026-03-312026-05-15

GLOF ISHARES TR257.8K shares12.06%2026-03-312026-05-15

IJR ISHARES TR107.3K shares-0.23%2026-03-312026-05-15

EWL ISHARES INC225.7K shares1.59%2026-03-312026-05-15

NUE NUCOR CORP77.8K shares-1.05%2026-03-312026-05-15

Sponsored

ABT ABBOTT LABORATORIES128.1K shares16.33%2026-03-312026-05-15

DFSD DIMENSIONAL ETF TRUST272.9K shares-1.71%2026-03-312026-05-15

PGR PROGRESSIVE CORP63.9K shares99.56%2026-03-312026-05-15

PFE PFIZER INC449.3K shares6.90%2026-03-312026-05-15

T AT&T INC430.7K shares-7.04%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC173.4K shares392.23%2026-03-312026-05-15

AOA ISHARES TR139.0K shares3.39%2026-03-312026-05-15

EXPE EXPEDIA GROUP INC53.2K shares0.86%2026-03-312026-05-15

Sponsored

IWO ISHARES TR39.0K shares-2.78%2026-03-312026-05-15

AMJB JPMORGAN CHASE FINL CO LLC353.7K shares-18.03%2026-03-312026-05-15

MUB ISHARES TR115.0K shares-2.14%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP127.6K shares41.88%2026-03-312026-05-15

JAAA JANUS DETROIT STR TR237.5K shares7.67%2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR408.3K shares-6.45%2026-03-312026-05-15

ACWI ISHARES TR85.0K shares-0.32%2026-03-312026-05-15

STIP ISHARES TR111.8K shares1488.46%2026-03-312026-05-15

Sponsored

NOW SERVICENOW INC109.9K shares290.73%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC44.1K shares-7.14%2026-03-312026-05-15

TJX TJX COS INC NEW70.7K shares24.81%2026-03-312026-05-15

CWI SPDR INDEX SHS FDS307.9K shares3.23%2026-03-312026-05-15

CAIE CALAMOS ETF TR447.0K shares23.98%2026-03-312026-05-15

BDYN BLACKROCK ETF TRUST458.1K shares26.35%2026-03-312026-05-15

MKC MCCORMICK & CO INC219.8K shares1.69%2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS235.2K shares8.17%2026-03-312026-05-15

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QVAL EA SERIES TRUST208.7K shares0.92%2026-03-312026-05-15

BIV VANGUARD BD INDEX FDS138.7K shares17.56%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F77.3K shares9.46%2026-03-312026-05-15

VGK VANGUARD INTL EQUITY INDEX F128.0K shares8.49%2026-03-312026-05-15

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PNC PNC FINL SVCS GROUP INC50.4K shares2.38%2026-03-312026-05-15

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KKR & CO INC KKR & CO INC113.1K shares44.27%2026-03-312026-05-15

WES WESTERN MIDSTREAM PARTNERS L253.3K shares-28.79%2026-03-312026-05-15

AM ANTERO MIDSTREAM CORP457.3K shares3.87%2026-03-312026-05-15

CORPAY INC CORPAY INC35.7K shares1.34%2026-03-312026-05-15

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BSX BOSTON SCIENTIFIC CORP163.0K shares8.52%2026-03-312026-05-15

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC102.3K shares-13.21%2026-03-312026-05-15

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BURL BURLINGTON STORES INC31.1K shares3.01%2026-03-312026-05-15

BUNGE GLOBAL SA BUNGE GLOBAL SA79.5K shares-2.54%2026-03-312026-05-15

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ASML ASML HLDG NV7.5K shares4.08%2026-03-312026-05-15

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LAMR LAMAR ADVERTISING CO77.0K shares-0.14%2026-03-312026-05-15

TCAF T ROWE PRICE ETF INC272.7K shares-9.05%2026-03-312026-05-15

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ORLY OREILLY AUTOMOTIVE INC103.8K shares0.44%2026-03-312026-05-15

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FNDA SCHWAB STRATEGIC TR290.8K shares3.28%2026-03-312026-05-15

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KTOS KRATOS DEFENSE & SEC SOLUTIO128.2K shares-8.13%2026-03-312026-05-15

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PLXS PLEXUS CORP43.4K shares572.87%2026-03-312026-05-15

NVT NVENT ELEC PLC74.0K shares-2.67%2026-03-312026-05-15

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UNH UNITEDHEALTH GROUP INC31.6K shares8.11%2026-03-312026-05-15

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SHY ISHARES TR103.0K shares48.05%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS95.7K shares33.46%2026-03-312026-05-15

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PLMR PALOMAR HLDGS INC70.5K shares-3.15%2026-03-312026-05-15

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DFAX DIMENSIONAL ETF TRUST247.5K shares1954.42%2026-03-312026-05-15

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PAGP PLAINS GP HLDGS L P258.1K shares6.99%2026-03-312026-05-15

PSX PHILLIPS 6634.3K shares-1.34%2026-03-312026-05-15

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DGRW WISDOMTREE TR70.7K shares-5.15%2026-03-312026-05-15

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SCZ ISHARES TR77.7K shares-4.50%2026-03-312026-05-15

CVS CVS HEALTH CORP84.0K shares3.77%2026-03-312026-05-15

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EMLC VANECK ETF TRUST231.7K sharesnew addition2026-03-312026-05-15

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CIBR FIRST TR EXCHANGE-TRADED FD87.8K shares-16.87%2026-03-312026-05-15

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SNPS SYNOPSYS INC13.7K shares2.29%2026-03-312026-05-15

SLQD ISHARES TR106.7K shares3.22%2026-03-312026-05-15

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SCHZ SCHWAB STRATEGIC TR230.4K shares-0.77%2026-03-312026-05-15

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BMY BRISTOL-MYERS SQUIBB CO86.0K shares49.60%2026-03-312026-05-15

SPYI NEOS ETF TRUST105.5K shares39.61%2026-03-312026-05-15

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SCHP SCHWAB STRATEGIC TR193.1K shares-1.05%2026-03-312026-05-15

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DFAU DIMENSIONAL ETF TRUST109.7K shares-16.76%2026-03-312026-05-15

DFUS DIMENSIONAL ETF TRUST69.8K shares0.04%2026-03-312026-05-15

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IEUR ISHARES TR66.7K shares84.40%2026-03-312026-05-15

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SCHJ SCHWAB STRATEGIC TR188.4K sharesnew addition2026-03-312026-05-15

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VLTO VERALTO CORP42.9K shares-2.54%2026-03-312026-05-15

IUSB ISHARES TR82.0K shares9.49%2026-03-312026-05-15

ALL ALLSTATE CORP18.2K shares-30.52%2026-03-312026-05-15

BABA ALIBABA GROUP HLDG LTD30.1K shares10.73%2026-03-312026-05-15

ATR APTARGROUP INC29.8K shares2.61%2026-03-312026-05-15

IXN ISHARES TR37.4K shares0.86%2026-03-312026-05-15

USRT ISHARES TR62.9K shares1.20%2026-03-312026-05-15

Sponsored

FIX COMFORT SYS USA INC2.7K shares9.15%2026-03-312026-05-15

QTUM ETF SER SOLUTIONS34.4K shares323.62%2026-03-312026-05-15

IRM IRON MTN INC DEL36.0K shares4.64%2026-03-312026-05-15

SCMB SCHWAB STRATEGIC TR144.1K shares606.53%2026-03-312026-05-15

VTIP VANGUARD MALVERN FDS73.5K shares124.83%2026-03-312026-05-15

EWU ISHARES TR80.6K shares1.23%2026-03-312026-05-15

DEM WISDOMTREE TR73.7K shares-1.00%2026-03-312026-05-15

NI NISOURCE INC78.1K shares-23.12%2026-03-312026-05-15

Sponsored

KMB KIMBERLY-CLARK CORP37.7K shares-65.41%2026-03-312026-05-15

SLV ISHARES SILVER TR53.2K shares30.28%2026-03-312026-05-15

ICSH ISHARES TR71.5K shares-3.60%2026-03-312026-05-15

INDA ISHARES TR77.0K shares-2.16%2026-03-312026-05-15

FNDE SCHWAB STRATEGIC TR93.9K shares18.57%2026-03-312026-05-15

VFH VANGUARD WORLD FD29.7K shares1.92%2026-03-312026-05-15

ORA ORMAT TECHNOLOGIES INC32.0K shares-2.25%2026-03-312026-05-15

MORN MORNINGSTAR INC21.2K sharesnew addition2026-03-312026-05-15

Sponsored

BLCR BLACKROCK ETF TRUST86.3K sharesnew addition2026-03-312026-05-15

UCB UNITED CMNTY BKS BLAIRSVLE G112.2K shares-3.05%2026-03-312026-05-15

BSCR INVESCO EXCH TRD SLF IDX FD179.1K shares2.99%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP12.6K shares39.67%2026-03-312026-05-15

IVV

ISHARES TR

4.83%

Shares1.2M

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

4.94%

Shares773.1K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

6.67%

Shares1.3M

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

3.09%

Shares1.3M

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

10.17%

Shares1.3M

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

18.02%

Shares560.5K

Event2026-03-31

Filed2026-05-15

SPIB

SPDR SERIES TRUST

6.21%

Shares5.4M

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

-1.18%

Shares3.7M

Event2026-03-31

Filed2026-05-15

AVUV

AMERICAN CENTY ETF TR

7.45%

Shares1.4M

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

2.68%

Shares1.5M

Event2026-03-31

Filed2026-05-15

ALPHABET INC

21.86%

Shares469.4K

Event2026-03-31

Filed2026-05-15

AVLV

AMERICAN CENTY ETF TR

8.52%

Shares1.7M

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

27.63%

Shares615.0K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

16.79%

Shares183.0K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

2.23%

Shares197.7K

Event2026-03-31

Filed2026-05-15

JPIE

J P MORGAN EXCHANGE TRADED F

9.46%

Shares2.5M

Event2026-03-31

Filed2026-05-15

IWB

ISHARES TR

-2.31%

Shares319.0K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

12.34%

Shares226.3K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

6.09%

Shares334.8K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

17.73%

Shares1.1M

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB STRATEGIC TR

39.33%

Shares3.5M

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

9.13%

Shares348.0K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

3.52%

Shares355.4K

Event2026-03-31

Filed2026-05-15

VOE

VANGUARD INDEX FDS

-2.31%

Shares529.9K

Event2026-03-31

Filed2026-05-15

SPYG

SPDR SERIES TRUST

6.49%

Shares989.9K

Event2026-03-31

Filed2026-05-15

BOND

PIMCO ETF TR

59.51%

Shares1.0M

Event2026-03-31

Filed2026-05-15

ALPHABET INC

9.74%

Shares318.5K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

-0.10%

Shares1.4M

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

5.82%

Shares472.6K

Event2026-03-31

Filed2026-05-15

JPST

J P MORGAN EXCHANGE TRADED F

54.48%

Shares1.8M

Event2026-03-31

Filed2026-05-15

VONE

VANGUARD SCOTTSDALE FDS

-0.56%

Shares297.1K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

1.41%

Shares203.4K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

3.83%

Shares270.1K

Event2026-03-31

Filed2026-05-15

HEFA

ISHARES TR

-22.62%

Shares1.9M

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

14.41%

Shares320.1K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

1.37%

Shares3.1M

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

116.45%

Shares104.3K

Event2026-03-31

Filed2026-05-15

AVDE

AMERICAN CENTY ETF TR

33.94%

Shares864.5K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

1.70%

Shares272.3K

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD INTL EQUITY INDEX F

4.22%

Shares876.5K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

-0.80%

Shares454.9K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

27.48%

Shares437.0K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

2.67%

Shares111.7K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

82.05%

Shares2.6M

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

7.10%

Shares322.6K

Event2026-03-31

Filed2026-05-15

VOT

VANGUARD INDEX FDS

-3.40%

Shares240.6K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

8.65%

Shares180.7K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

9.02%

Shares355.2K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

-1.37%

Shares870.0K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

-2.92%

Shares272.5K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

5.57%

Shares61.4K

Event2026-03-31

Filed2026-05-15

IWV

ISHARES TR

-1.51%

Shares149.8K

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC

59.14%

Shares94.9K

Event2026-03-31

Filed2026-05-15

IEI

ISHARES TR

-2.38%

Shares455.1K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

4.27%

Shares1.7M

Event2026-03-31

Filed2026-05-15

SCHM

SCHWAB STRATEGIC TR

-2.24%

Shares1.7M

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

12.97%

Shares156.1K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

-1.59%

Shares1.1M

Event2026-03-31

Filed2026-05-15

ACWX

ISHARES TR

1.17%

Shares731.0K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-0.37%

Shares400.5K

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES TR

-1.25%

Shares706.3K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

2.65%

Shares224.7K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

35.90%

Shares48.9K

Event2026-03-31

Filed2026-05-15

SPYV

SPDR SERIES TRUST

5.24%

Shares845.7K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

-0.84%

Shares866.2K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

1.91%

Shares615.1K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

5.06%

Shares217.7K

Event2026-03-31

Filed2026-05-15

AVUS

AMERICAN CENTY ETF TR

3.13%

Shares412.7K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

1.80%

Shares587.2K

Event2026-03-31

Filed2026-05-15

VISA INC

10.90%

Shares145.3K

Event2026-03-31

Filed2026-05-15

ETFS GOLD TR

3435.60%

Shares953.7K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

-8.22%

Shares120.4K

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

191.58%

Shares1.5M

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

6.65%

Shares121.7K

Event2026-03-31

Filed2026-05-15

EFV

ISHARES TR

0.97%

Shares505.3K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

7.77%

Shares252.5K

Event2026-03-31

Filed2026-05-15

SCHO

SCHWAB STRATEGIC TR

73.36%

Shares1.5M

Event2026-03-31

Filed2026-05-15

SCHE

SCHWAB STRATEGIC TR

105.77%

Shares1.0M

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

8.93%

Shares78.0K

Event2026-03-31

Filed2026-05-15

ENERGY TRANSFER L P

22.32%

Shares1.7M

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

1.19%

Shares126.7K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

1.69%

Shares426.9K

Event2026-03-31

Filed2026-05-15

VTEB

VANGUARD MUN BD FDS

8.57%

Shares653.6K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

0.32%

Shares335.4K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD SCOTTSDALE FDS

-0.36%

Shares390.4K

Event2026-03-31

Filed2026-05-15

IXUS

ISHARES TR

239.94%

Shares368.6K

Event2026-03-31

Filed2026-05-15

VTWO

VANGUARD SCOTTSDALE FDS

16.67%

Shares317.0K

Event2026-03-31

Filed2026-05-15

ECL

ECOLAB INC

0.61%

Shares117.6K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

0.79%

Shares258.6K

Event2026-03-31

Filed2026-05-15

JEPI

J P MORGAN EXCHANGE TRADED F

54.57%

Shares544.9K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

3.81%

Shares146.9K

Event2026-03-31

Filed2026-05-15

SPAB

SPDR SERIES TRUST

-7.58%

Shares1.2M

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

-6.94%

Shares194.6K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

5.94%

Shares298.8K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

8.19%

Shares316.4K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

18.26%

Shares123.7K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

3.01%

Shares583.0K

Event2026-03-31

Filed2026-05-15

IWY

ISHARES TR

1.44%

Shares113.4K

Event2026-03-31

Filed2026-05-15

FBND

FIDELITY MERRIMACK STR TR

4.31%

Shares617.0K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

5.37%

Shares91.8K

Event2026-03-31

Filed2026-05-15

SPMD

SPDR SERIES TRUST

12.41%

Shares467.1K

Event2026-03-31

Filed2026-05-15

VCSH

VANGUARD SCOTTSDALE FDS

2.83%

Shares348.5K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

3.77%

Shares546.5K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

8.31%

Shares344.2K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

8.51%

Shares140.7K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

8.68%

Shares116.1K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

13.79%

Shares108.1K

Event2026-03-31

Filed2026-05-15

MINT

PIMCO ETF TR

-3.75%

Shares260.2K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

116.48%

Shares459.6K

Event2026-03-31

Filed2026-05-15

VUSB

VANGUARD BD INDEX FDS

27.39%

Shares521.2K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

56.67%

Shares134.3K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

0.58%

Shares342.4K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

140.35%

Shares257.5K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

15.81%

Shares66.1K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

7.69%

Shares184.7K

Event2026-03-31

Filed2026-05-15

BNDW

VANGUARD SCOTTSDALE FDS

16.58%

Shares353.5K

Event2026-03-31

Filed2026-05-15

JEPQ

J P MORGAN EXCHANGE TRADED F

46.30%

Shares423.1K

Event2026-03-31

Filed2026-05-15

ASTRAZENECA PLC

New

Shares119.3K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

7.65%

Shares335.9K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

-58.38%

Shares203.0K

Event2026-03-31

Filed2026-05-15

USTB

VICTORY PORTFOLIOS II

6.40%

Shares451.6K

Event2026-03-31

Filed2026-05-15

SLYV

SPDR SERIES TRUST

418.41%

Shares235.5K

Event2026-03-31

Filed2026-05-15

IWP

ISHARES TR

-1.36%

Shares173.7K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

-4.72%

Shares248.2K

Event2026-03-31

Filed2026-05-15

SPSB

SPDR SERIES TRUST

0.41%

Shares736.9K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

3.34%

Shares110.8K

Event2026-03-31

Filed2026-05-15

SCHV

SCHWAB STRATEGIC TR

22.77%

Shares718.7K

Event2026-03-31

Filed2026-05-15

HDV

ISHARES TR

-1.12%

Shares161.5K

Event2026-03-31

Filed2026-05-15

SPTM

SPDR SERIES TRUST

-13.99%

Shares274.5K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares30

Event2026-03-31

Filed2026-05-15

PROFESIONALLY MANAGED PORTFO

-6.63%

Shares402.9K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

-7.93%

Shares155.5K

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SVCS INC

1.98%

Shares214.8K

Event2026-03-31

Filed2026-05-15

SPDW

SPDR INDEX SHS FDS

-3.42%

Shares459.8K

Event2026-03-31

Filed2026-05-15

BLACKROCK INC

6.01%

Shares21.6K

Event2026-03-31

Filed2026-05-15

LNG

CHENIERE ENERGY INC

-5.28%

Shares72.8K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

25.15%

Shares126.1K

Event2026-03-31

Filed2026-05-15

BINC

BLACKROCK ETF TRUST II

21.15%

Shares388.4K

Event2026-03-31

Filed2026-05-15

SCHR

SCHWAB STRATEGIC TR

1269.09%

Shares794.9K

Event2026-03-31

Filed2026-05-15

EPD

ENTERPRISE PRODS PARTNERS L

-3.71%

Shares522.4K

Event2026-03-31

Filed2026-05-15

CITIGROUP INC

0.84%

Shares172.0K

Event2026-03-31

Filed2026-05-15

IWX

ISHARES TR

2.06%

Shares210.0K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

5.18%

Shares22.8K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

-4.90%

Shares191.7K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

-1.27%

Shares92.1K

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

29.32%

Shares112.5K

Event2026-03-31

Filed2026-05-15

DEERE & CO

1.54%

Shares32.8K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

-5.70%

Shares188.3K

Event2026-03-31

Filed2026-05-15

IGV

ISHARES TR

-44.61%

Shares223.6K

Event2026-03-31

Filed2026-05-15

CGNG

CAPITAL GROUP NEW GEOGRAPHY

-0.38%

Shares559.2K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

16.38%

Shares35.8K

Event2026-03-31

Filed2026-05-15

NOBL

PROSHARES TR

22.84%

Shares165.7K

Event2026-03-31

Filed2026-05-15

DFAI

DIMENSIONAL ETF TRUST

152.13%

Shares450.3K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

35.31%

Shares286.1K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

8.98%

Shares186.8K

Event2026-03-31

Filed2026-05-15

VYMI

VANGUARD WHITEHALL FDS

29.90%

Shares183.6K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

-4.81%

Shares131.7K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

27.61%

Shares28.0K

Event2026-03-31

Filed2026-05-15

NORTHERN LTS FD TR II

9.87%

Shares592.7K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

12.94%

Shares87.5K

Event2026-03-31

Filed2026-05-15

MGV

VANGUARD WORLD FD

1.34%

Shares113.4K

Event2026-03-31

Filed2026-05-15

AOR

ISHARES TR

3.02%

Shares255.4K

Event2026-03-31

Filed2026-05-15

AVDV

AMERICAN CENTY ETF TR

3.32%

Shares164.1K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

2.27%

Shares57.6K

Event2026-03-31

Filed2026-05-15

XLU

SELECT SECTOR SPDR TR

44.10%

Shares354.3K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

-15.24%

Shares47.5K

Event2026-03-31

Filed2026-05-15

SCHH

SCHWAB STRATEGIC TR

2599.40%

Shares746.1K

Event2026-03-31

Filed2026-05-15

AVEM

AMERICAN CENTY ETF TR

26.59%

Shares198.9K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

8.47%

Shares138.1K

Event2026-03-31

Filed2026-05-15

GDX

VANECK ETF TRUST

-15.34%

Shares172.8K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC

-5.56%

Shares49.7K

Event2026-03-31

Filed2026-05-15

IWS

ISHARES TR

0.43%

Shares108.1K

Event2026-03-31

Filed2026-05-15

BP PLC

11.03%

Shares333.8K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

8.02%

Shares17.8K

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

3.69%

Shares108.0K

Event2026-03-31

Filed2026-05-15

NEAR

ISHARES U S ETF TR

15.22%

Shares298.8K

Event2026-03-31

Filed2026-05-15

IJS

ISHARES TR

1.97%

Shares128.1K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

4.69%

Shares91.7K

Event2026-03-31

Filed2026-05-15

IWN

ISHARES TR

-0.46%

Shares79.7K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

3.68%

Shares45.8K

Event2026-03-31

Filed2026-05-15

CBLS

ELEVATION SERIES TRUST

4.08%

Shares524.5K

Event2026-03-31

Filed2026-05-15

DYNF

BLACKROCK ETF TRUST

10.34%

Shares257.8K

Event2026-03-31

Filed2026-05-15

TMUS

T-MOBILE US INC

29.50%

Shares71.2K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

-6.26%

Shares60.7K

Event2026-03-31

Filed2026-05-15

IJK

ISHARES TR

-1.14%

Shares145.7K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

21.57%

Shares41.4K

Event2026-03-31

Filed2026-05-15

COLGATE PALMOLIVE CO

-0.63%

Shares170.1K

Event2026-03-31

Filed2026-05-15

IEF

ISHARES TR

14.13%

Shares151.8K

Event2026-03-31

Filed2026-05-15

CME

CME GROUP INC

1.51%

Shares49.0K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

4.10%

Shares110.0K

Event2026-03-31

Filed2026-05-15

FPE

FIRST TR EXCH TRADED FD III

3.60%

Shares804.9K

Event2026-03-31

Filed2026-05-15

VDC

VANGUARD WORLD FD

-1.85%

Shares63.4K

Event2026-03-31

Filed2026-05-15

EFG

ISHARES TR

2.35%

Shares125.3K

Event2026-03-31

Filed2026-05-15

BUFD

FIRST TR EXCHNG TRADED FD VI

5.00%

Shares498.2K

Event2026-03-31

Filed2026-05-15

PAA

PLAINS ALL AMERN PIPELINE L

-7.87%

Shares622.8K

Event2026-03-31

Filed2026-05-15

AWK

AMERICAN WTR WKS CO INC NEW

0.33%

Shares101.8K

Event2026-03-31

Filed2026-05-15

OEF

ISHARES TR

-20.01%

Shares43.3K

Event2026-03-31

Filed2026-05-15

MPLX

MPLX LP

-2.17%

Shares240.9K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

5.44%

Shares38.2K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

3.09%

Shares170.8K

Event2026-03-31

Filed2026-05-15

BHP

BHP BILLITON LIMITED

-1.11%

Shares185.3K

Event2026-03-31

Filed2026-05-15

MTUM

ISHARES TR

-0.03%

Shares56.1K

Event2026-03-31

Filed2026-05-15

CINF

CINCINNATI FINL CORP

-0.34%

Shares85.4K

Event2026-03-31

Filed2026-05-15

ENB

ENBRIDGE INC

1.59%

Shares248.2K

Event2026-03-31

Filed2026-05-15

GLOF

ISHARES TR

12.06%

Shares257.8K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

-0.23%

Shares107.3K

Event2026-03-31

Filed2026-05-15

EWL

ISHARES INC

1.59%

Shares225.7K

Event2026-03-31

Filed2026-05-15

NUE

NUCOR CORP

-1.05%

Shares77.8K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

16.33%

Shares128.1K

Event2026-03-31

Filed2026-05-15

DFSD

DIMENSIONAL ETF TRUST

-1.71%

Shares272.9K

Event2026-03-31

Filed2026-05-15

PGR

PROGRESSIVE CORP

99.56%

Shares63.9K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

6.90%

Shares449.3K

Event2026-03-31

Filed2026-05-15

AT&T INC

-7.04%

Shares430.7K

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC

392.23%

Shares173.4K

Event2026-03-31

Filed2026-05-15

AOA

ISHARES TR

3.39%

Shares139.0K

Event2026-03-31

Filed2026-05-15

EXPE

EXPEDIA GROUP INC

0.86%

Shares53.2K

Event2026-03-31

Filed2026-05-15

IWO

ISHARES TR

-2.78%

Shares39.0K

Event2026-03-31

Filed2026-05-15

AMJB

JPMORGAN CHASE FINL CO LLC

-18.03%

Shares353.7K

Event2026-03-31

Filed2026-05-15

MUB

ISHARES TR

-2.14%

Shares115.0K

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

41.88%

Shares127.6K

Event2026-03-31

Filed2026-05-15

JAAA

JANUS DETROIT STR TR

7.67%

Shares237.5K

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB STRATEGIC TR

-6.45%

Shares408.3K

Event2026-03-31

Filed2026-05-15

ACWI

ISHARES TR

-0.32%

Shares85.0K

Event2026-03-31

Filed2026-05-15

STIP

ISHARES TR

1488.46%

Shares111.8K

Event2026-03-31

Filed2026-05-15

NOW

SERVICENOW INC

290.73%

Shares109.9K

Event2026-03-31

Filed2026-05-15

ITW

ILLINOIS TOOL WKS INC

-7.14%

Shares44.1K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

24.81%

Shares70.7K

Event2026-03-31

Filed2026-05-15

CWI

SPDR INDEX SHS FDS

3.23%

Shares307.9K

Event2026-03-31

Filed2026-05-15

CAIE

CALAMOS ETF TR

23.98%

Shares447.0K

Event2026-03-31

Filed2026-05-15

BDYN

BLACKROCK ETF TRUST

26.35%

Shares458.1K

Event2026-03-31

Filed2026-05-15

MKC

MCCORMICK & CO INC

1.69%

Shares219.8K

Event2026-03-31

Filed2026-05-15

SPEM

SPDR INDEX SHS FDS

8.17%

Shares235.2K

Event2026-03-31

Filed2026-05-15

EQIX

EQUINIX INC

0.15%

Shares11.2K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

12.05%

Shares56.9K

Event2026-03-31

Filed2026-05-15

QVAL

EA SERIES TRUST

0.92%

Shares208.7K

Event2026-03-31

Filed2026-05-15

BIV

VANGUARD BD INDEX FDS

17.56%

Shares138.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INTL EQUITY INDEX F

9.46%

Shares77.3K

Event2026-03-31

Filed2026-05-15

VGK

VANGUARD INTL EQUITY INDEX F

8.49%

Shares128.0K

Event2026-03-31

Filed2026-05-15

DFIV

DIMENSIONAL ETF TRUST

5.40%

Shares199.8K

Event2026-03-31

Filed2026-05-15

PNC

PNC FINL SVCS GROUP INC

2.38%

Shares50.4K

Event2026-03-31

Filed2026-05-15

KKR & CO INC

44.27%

Shares113.1K

Event2026-03-31

Filed2026-05-15

WES

WESTERN MIDSTREAM PARTNERS L

-28.79%

Shares253.3K

Event2026-03-31

Filed2026-05-15

ANTERO MIDSTREAM CORP

3.87%

Shares457.3K

Event2026-03-31

Filed2026-05-15

CORPAY INC

1.34%

Shares35.7K

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO

1.55%

Shares41.2K

Event2026-03-31

Filed2026-05-15

VRTX

VERTEX PHARMACEUTICALS INC

1.42%

Shares23.1K

Event2026-03-31

Filed2026-05-15

BSX

BOSTON SCIENTIFIC CORP

8.52%

Shares163.0K

Event2026-03-31

Filed2026-05-15

MARVELL TECHNOLOGY INC

-13.21%

Shares102.3K

Event2026-03-31

Filed2026-05-15

HELO

J P MORGAN EXCHANGE TRADED F

0.04%

Shares158.5K

Event2026-03-31

Filed2026-05-15

BURL

BURLINGTON STORES INC

3.01%

Shares31.1K

Event2026-03-31

Filed2026-05-15

BUNGE GLOBAL SA

-2.54%

Shares79.5K

Event2026-03-31

Filed2026-05-15

MGK

VANGUARD WORLD FD

-5.45%

Shares27.2K

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

4.08%

Shares7.5K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

2.71%

Shares225.4K

Event2026-03-31

Filed2026-05-15

SFBS

SERVISFIRST BANCSHARES INC

-14.61%

Shares136.4K

Event2026-03-31

Filed2026-05-15

BOEING CO

17.83%

Shares49.8K

Event2026-03-31

Filed2026-05-15

SLB

SLB LIMITED

-0.49%

Shares189.9K

Event2026-03-31

Filed2026-05-15

LAMR

LAMAR ADVERTISING CO

-0.14%

Shares77.0K

Event2026-03-31

Filed2026-05-15

TCAF

T ROWE PRICE ETF INC

-9.05%

Shares272.7K

Event2026-03-31

Filed2026-05-15

SMH

VANECK ETF TRUST

6.24%

Shares25.2K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

17.87%

Shares109.3K

Event2026-03-31

Filed2026-05-15

IGSB

ISHARES TR

1.29%

Shares182.8K

Event2026-03-31

Filed2026-05-15

ORLY

OREILLY AUTOMOTIVE INC

0.44%

Shares103.8K

Event2026-03-31

Filed2026-05-15

XLI

SELECT SECTOR SPDR TR

5.58%

Shares59.1K

Event2026-03-31

Filed2026-05-15

AVSU

AMERICAN CENTY ETF TR

-3.61%

Shares128.4K

Event2026-03-31

Filed2026-05-15

FNDA

SCHWAB STRATEGIC TR

3.28%

Shares290.8K

Event2026-03-31

Filed2026-05-15

KROGER CO

0.49%

Shares130.1K

Event2026-03-31

Filed2026-05-15

VNLA

JANUS DETROIT STR TR

4.03%

Shares191.0K

Event2026-03-31

Filed2026-05-15

SHEL

SHELL PLC

39.27%

Shares100.2K

Event2026-03-31

Filed2026-05-15

APD

AIR PRODUCTS AND CHEMICALS I

3.15%

Shares32.0K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

25.34%

Shares13.3K

Event2026-03-31

Filed2026-05-15

TFLO

ISHARES TR

-17.83%

Shares183.3K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

2.05%

Shares39.0K

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC

1.64%

Shares106.2K

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

1.64%

Shares62.6K

Event2026-03-31

Filed2026-05-15

PSA

PUBLIC STORAGE OPER CO

-1.05%

Shares33.8K

Event2026-03-31

Filed2026-05-15

AROC

ARCHROCK INC

-7.18%

Shares261.1K

Event2026-03-31

Filed2026-05-15

KTOS

KRATOS DEFENSE & SEC SOLUTIO

-8.13%

Shares128.2K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

16.54%

Shares20.9K

Event2026-03-31

Filed2026-05-15

TFC

TRUIST FINL CORP

2.04%

Shares196.5K

Event2026-03-31

Filed2026-05-15

XLP

SELECT SECTOR SPDR TR

34.59%

Shares109.2K

Event2026-03-31

Filed2026-05-15

PLXS

PLEXUS CORP

572.87%

Shares43.4K

Event2026-03-31

Filed2026-05-15

NVT

NVENT ELEC PLC

-2.67%

Shares74.0K

Event2026-03-31

Filed2026-05-15

ELECTRONIC ARTS INC

-9.09%

Shares42.9K

Event2026-03-31

Filed2026-05-15

BDVL

BLACKROCK ETF TRUST

7.92%

Shares349.5K

Event2026-03-31

Filed2026-05-15

SUN

SUNOCO LP/SUNOCO FIN CORP

5.27%

Shares132.1K

Event2026-03-31

Filed2026-05-15

SHM

SPDR SERIES TRUST

555.60%

Shares178.9K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

8.11%

Shares31.6K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

16.93%

Shares64.7K

Event2026-03-31

Filed2026-05-15

SHY

ISHARES TR

48.05%

Shares103.0K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

33.46%

Shares95.7K

Event2026-03-31

Filed2026-05-15

VBK

VANGUARD INDEX FDS

-3.95%

Shares28.0K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

5.40%

Shares16.9K

Event2026-03-31

Filed2026-05-15

PLMR

PALOMAR HLDGS INC

-3.15%

Shares70.5K

Event2026-03-31

Filed2026-05-15

ACM

AECOM

-1.43%

Shares99.1K

Event2026-03-31

Filed2026-05-15

DFAX

DIMENSIONAL ETF TRUST

1954.42%

Shares247.5K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

23.71%

Shares42.8K

Event2026-03-31

Filed2026-05-15

LINDE PLC

-4.45%

Shares16.7K

Event2026-03-31

Filed2026-05-15

BMI

BADGER METER INC

-0.78%

Shares54.1K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

-0.34%

Shares17.8K

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

8.23%

Shares25.2K

Event2026-03-31

Filed2026-05-15

NEM

NEWMONT CORP

-4.46%

Shares74.9K

Event2026-03-31

Filed2026-05-15

XLC

SELECT SECTOR SPDR TR

5.49%

Shares73.1K

Event2026-03-31

Filed2026-05-15

DFLV

DIMENSIONAL ETF TRUST

17.89%

Shares225.1K

Event2026-03-31

Filed2026-05-15

EVEREST GROUP LTD

-11.07%

Shares24.6K

Event2026-03-31

Filed2026-05-15

AMT

AMERICAN TOWER CORP

11.67%

Shares45.7K

Event2026-03-31

Filed2026-05-15

ONEY

SPDR SERIES TRUST

7.88%

Shares65.7K

Event2026-03-31

Filed2026-05-15

FAF

FIRST AMERN FINL CORP

New

Shares128.0K

Event2026-03-31

Filed2026-05-15

STERIS PLC

-5.11%

Shares34.8K

Event2026-03-31

Filed2026-05-15

FAST

FASTENAL CO

5.74%

Shares164.6K

Event2026-03-31

Filed2026-05-15

CROWN CASTLE INC

9.15%

Shares93.6K

Event2026-03-31

Filed2026-05-15

RJF

RAYMOND JAMES FINL INC

-0.17%

Shares52.2K

Event2026-03-31

Filed2026-05-15

CBSE

ELEVATION SERIES TRUST

3.48%

Shares189.3K

Event2026-03-31

Filed2026-05-15

HASI

HA SUSTAINABLE INFRA CAP INC

-2.25%

Shares203.8K

Event2026-03-31

Filed2026-05-15

PATK

PATRICK INDS INC

-23.07%

Shares67.3K

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

-3.36%

Shares12.1K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

-19.43%

Shares151.2K

Event2026-03-31

Filed2026-05-15

QQQM

INVESCO EXCH TRADED FD TR II

-8.66%

Shares31.3K

Event2026-03-31

Filed2026-05-15

DOW

DOW HLDGS INC

14.53%

Shares177.4K

Event2026-03-31

Filed2026-05-15

PNR

PENTAIR PLC

-5.09%

Shares84.6K

Event2026-03-31

Filed2026-05-15

MDLZ

MONDELEZ INTL INC

-9.34%

Shares127.7K

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP

-2.79%

Shares21.2K

Event2026-03-31

Filed2026-05-15

FANG

DIAMONDBACK ENERGY INC

939.95%

Shares36.8K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

-9.35%

Shares29.7K

Event2026-03-31

Filed2026-05-15

SPTS

SPDR SERIES TRUST

5.14%

Shares246.0K

Event2026-03-31

Filed2026-05-15

AON PLC

872.81%

Shares22.1K

Event2026-03-31

Filed2026-05-15

PCY

INVESCO EXCH TRADED FD TR II

-1.43%

Shares336.4K

Event2026-03-31

Filed2026-05-15

OKE

ONEOK INC NEW

335.08%

Shares77.7K

Event2026-03-31

Filed2026-05-15

DPZ

DOMINOS PIZZA INC

-3.88%

Shares19.6K

Event2026-03-31

Filed2026-05-15

UNILEVER PLC

0.06%

Shares122.5K

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN CORP

7.55%

Shares10.2K

Event2026-03-31

Filed2026-05-15

DIHP

DIMENSIONAL ETF TRUST

1.92%

Shares212.0K

Event2026-03-31

Filed2026-05-15

TIP

ISHARES TR

36.78%

Shares61.9K

Event2026-03-31

Filed2026-05-15

LHX

L3HARRIS TECHNOLOGIES INC

13.66%

Shares19.7K

Event2026-03-31

Filed2026-05-15

WELL

WELLTOWER INC

-5.12%

Shares34.0K

Event2026-03-31

Filed2026-05-15

ATI

ATI INC

-23.00%

Shares46.1K

Event2026-03-31

Filed2026-05-15

DFEV

DIMENSIONAL ETF TRUST

-2.43%

Shares187.3K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

3.02%

Shares45.4K

Event2026-03-31

Filed2026-05-15

CORO

BLACKROCK ETF TRUST

New

Shares206.3K

Event2026-03-31

Filed2026-05-15

JSCP

J P MORGAN EXCHANGE TRADED F

-1.91%

Shares140.2K

Event2026-03-31

Filed2026-05-15

PKW

INVESCO EXCHANGE TRADED FD T

3.11%

Shares50.4K

Event2026-03-31

Filed2026-05-15

DFAE

DIMENSIONAL ETF TRUST

New

Shares192.3K

Event2026-03-31

Filed2026-05-15

CPRT

COPART INC

283.08%

Shares194.8K

Event2026-03-31

Filed2026-05-15

VHT

VANGUARD WORLD FD

-10.78%

Shares23.6K

Event2026-03-31

Filed2026-05-15

CATY

CATHAY GEN BANCORP

New

Shares127.8K

Event2026-03-31

Filed2026-05-15

PHM

PULTE GROUP INC

-0.57%

Shares54.0K

Event2026-03-31

Filed2026-05-15

QTEC

FIRST TR EXCHANGE-TRADED FD

-0.63%

Shares29.2K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

21.57%

Shares95.1K

Event2026-03-31

Filed2026-05-15

PCAR

PACCAR INC

1.02%

Shares54.3K

Event2026-03-31

Filed2026-05-15

BJS WHSL CLUB HLDGS INC

0.97%

Shares63.7K

Event2026-03-31

Filed2026-05-15

PAGP

PLAINS GP HLDGS L P

6.99%

Shares258.1K

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66

-1.34%

Shares34.3K

Event2026-03-31

Filed2026-05-15

SPMO

INVESCO EXCH TRADED FD TR II

16.01%

Shares55.5K

Event2026-03-31

Filed2026-05-15

DGRW

WISDOMTREE TR

-5.15%

Shares70.7K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

24.21%

Shares28.8K

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP

9.77%

Shares25.2K

Event2026-03-31

Filed2026-05-15

XAR

SPDR SERIES TRUST

-2.48%

Shares24.1K

Event2026-03-31

Filed2026-05-15

DOMINION ENERGY INC

1.93%

Shares98.7K

Event2026-03-31

Filed2026-05-15

SCZ

ISHARES TR

-4.50%

Shares77.7K

Event2026-03-31

Filed2026-05-15

CVS

CVS HEALTH CORP

3.77%

Shares84.0K

Event2026-03-31

Filed2026-05-15

EWJ

ISHARES INC

8.14%

Shares71.4K

Event2026-03-31

Filed2026-05-15

XLY

SELECT SECTOR SPDR TR

3.02%

Shares55.2K

Event2026-03-31

Filed2026-05-15

KMI

KINDER MORGAN INC DEL

18.05%

Shares178.2K

Event2026-03-31

Filed2026-05-15

XLRE

SELECT SECTOR SPDR TR

24.13%

Shares145.6K

Event2026-03-31

Filed2026-05-15

TFI

SPDR SERIES TRUST

307.60%

Shares130.9K

Event2026-03-31

Filed2026-05-15

ACGL

ARCH CAP GROUP LTD

1045.43%

Shares61.8K

Event2026-03-31

Filed2026-05-15

SUB

ISHARES TR

7.54%

Shares55.6K

Event2026-03-31

Filed2026-05-15

CORP

PIMCO ETF TR

458.51%

Shares60.9K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

26.21%

Shares27.1K

Event2026-03-31

Filed2026-05-15

SUNOCOCORP LLC

1.41%

Shares95.4K

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

-1.88%

Shares20.4K

Event2026-03-31

Filed2026-05-15

SPSM

SPDR SERIES TRUST

7.10%

Shares120.6K

Event2026-03-31

Filed2026-05-15

EMLC

VANECK ETF TRUST

New

Shares231.7K

Event2026-03-31

Filed2026-05-15

CMCSA

COMCAST CORP NEW

0.03%

Shares201.3K

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

-4.24%

Shares61.8K

Event2026-03-31

Filed2026-05-15

VMC

VULCAN MATLS CO

2.60%

Shares21.0K

Event2026-03-31

Filed2026-05-15

ICE

INTERCONTINENTAL EXCHANGE IN

66.74%

Shares36.3K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

75.65%

Shares1.3K

Event2026-03-31

Filed2026-05-15

DJP

BARCLAYS BANK PLC

0.50%

Shares117.7K

Event2026-03-31

Filed2026-05-15

IBIT

ISHARES BITCOIN TRUST ETF

107.54%

Shares146.3K

Event2026-03-31

Filed2026-05-15

EWZ

ISHARES INC

3.11%

Shares146.3K

Event2026-03-31

Filed2026-05-15

GRID

FIRST TR EXCHANGE-TRADED FD

96.20%

Shares34.3K

Event2026-03-31

Filed2026-05-15

HWM

HOWMET AEROSPACE INC

481.31%

Shares24.3K

Event2026-03-31

Filed2026-05-15

KRE

SPDR SERIES TRUST

883.20%

Shares85.7K

Event2026-03-31

Filed2026-05-15

FIRST CTZNS BANCSHARES INC D

104.65%

Shares2.9K

Event2026-03-31

Filed2026-05-15

CIBR

FIRST TR EXCHANGE-TRADED FD

-16.87%

Shares87.8K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC

78.54%

Shares14.1K

Event2026-03-31

Filed2026-05-15

EVSD

MORGAN STANLEY ETF TRUST

-2.35%

Shares107.3K

Event2026-03-31

Filed2026-05-15

XEL

XCEL ENERGY INC

-1.78%

Shares68.5K

Event2026-03-31

Filed2026-05-15

HYDB

ISHARES TR

3.20%

Shares116.6K

Event2026-03-31

Filed2026-05-15

SNPS

SYNOPSYS INC

2.29%

Shares13.7K

Event2026-03-31

Filed2026-05-15

SLQD

ISHARES TR

3.22%

Shares106.7K

Event2026-03-31

Filed2026-05-15

IJJ

ISHARES TR

2.33%

Shares40.6K

Event2026-03-31

Filed2026-05-15

TOTL

SSGA ACTIVE ETF TR

-4.21%

Shares135.2K

Event2026-03-31

Filed2026-05-15

IWL

ISHARES TR

6.19%

Shares33.3K

Event2026-03-31

Filed2026-05-15

SCHZ

SCHWAB STRATEGIC TR

-0.77%

Shares230.4K

Event2026-03-31

Filed2026-05-15

TOL

TOLL BROTHERS INC

1130.68%

Shares39.1K

Event2026-03-31

Filed2026-05-15

IGIB

ISHARES TR

0.26%

Shares100.2K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB CO

49.60%

Shares86.0K

Event2026-03-31

Filed2026-05-15

SPYI

NEOS ETF TRUST

39.61%

Shares105.5K

Event2026-03-31

Filed2026-05-15

FXL

FIRST TR EXCHANGE-TRADED FD

-0.38%

Shares32.4K

Event2026-03-31

Filed2026-05-15

SCHP

SCHWAB STRATEGIC TR

-1.05%

Shares193.1K

Event2026-03-31

Filed2026-05-15

HQY

HEALTHEQUITY INC

-2.72%

Shares61.1K

Event2026-03-31

Filed2026-05-15

DNOV

FIRST TR EXCHNG TRADED FD VI

-2.53%

Shares104.3K

Event2026-03-31

Filed2026-05-15

STT

STATE STR CORP

-2.29%

Shares39.3K

Event2026-03-31

Filed2026-05-15

STAG

STAG INDUSTRIAL INC

0.78%

Shares137.8K

Event2026-03-31

Filed2026-05-15

DFAU

DIMENSIONAL ETF TRUST

-16.76%

Shares109.7K

Event2026-03-31

Filed2026-05-15

DFUS

DIMENSIONAL ETF TRUST

0.04%

Shares69.8K

Event2026-03-31

Filed2026-05-15

AEP

AMERICAN ELEC PWR CO INC

9.84%

Shares37.6K

Event2026-03-31

Filed2026-05-15

SPYD

SPDR SERIES TRUST

-2.44%

Shares107.9K

Event2026-03-31

Filed2026-05-15

NRIM

NORTHRIM BANCORP INC

4.69%

Shares210.4K

Event2026-03-31

Filed2026-05-15

SONY

SONY GROUP CORP

-1.81%

Shares232.2K

Event2026-03-31

Filed2026-05-15

AME

AMETEK INC

2.24%

Shares22.2K

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

95.26%

Shares11.1K

Event2026-03-31

Filed2026-05-15

SPMB

SPDR SERIES TRUST

5.74%

Shares210.6K

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES INC

27.78%

Shares33.8K

Event2026-03-31

Filed2026-05-15

SCHY

SCHWAB STRATEGIC TR

20.34%

Shares148.8K

Event2026-03-31

Filed2026-05-15

INVESCO EXCH TRADED FD TR II

0.12%

Shares67.3K

Event2026-03-31

Filed2026-05-15

IEUR

ISHARES TR

84.40%

Shares66.7K

Event2026-03-31

Filed2026-05-15

SRLN

SSGA ACTIVE ETF TR

2.75%

Shares116.7K

Event2026-03-31

Filed2026-05-15

MET

METLIFE INC

33.57%

Shares66.0K

Event2026-03-31

Filed2026-05-15

SCHJ

SCHWAB STRATEGIC TR

New

Shares188.4K

Event2026-03-31

Filed2026-05-15

FDN

FIRST TR EXCHANGE-TRADED FD

-32.72%

Shares19.6K

Event2026-03-31

Filed2026-05-15

DFIS

DIMENSIONAL ETF TRUST

8.33%

Shares136.2K

Event2026-03-31

Filed2026-05-15

EES

WISDOMTREE TR

-0.25%

Shares78.9K

Event2026-03-31

Filed2026-05-15

REGN

REGENERON PHARMACEUTICALS

122.87%

Shares5.9K

Event2026-03-31

Filed2026-05-15

NXPI

NXP SEMICONDUCTORS N V

10.47%

Shares22.8K

Event2026-03-31

Filed2026-05-15

CTVA

CORTEVA INC

6.63%

Shares53.2K

Event2026-03-31

Filed2026-05-15

BBH TR

-1.85%

Shares296.1K

Event2026-03-31

Filed2026-05-15

GPN

GLOBAL PMTS INC

37.35%

Shares65.9K

Event2026-03-31

Filed2026-05-15

INFY

INFOSYS LTD

3.56%

Shares326.4K

Event2026-03-31

Filed2026-05-15

FHN

FIRST HORIZON CORPORATION

3.80%

Shares193.6K

Event2026-03-31

Filed2026-05-15

FIRST TR EXCHANGE TRADED FD

-0.01%

Shares72.4K

Event2026-03-31

Filed2026-05-15

TYL

TYLER TECHNOLOGIES INC

1.63%

Shares12.8K

Event2026-03-31

Filed2026-05-15

ROP

ROPER TECHNOLOGIES INC

-8.46%

Shares12.3K

Event2026-03-31

Filed2026-05-15

TGT

TARGET CORP

2.72%

Shares35.3K

Event2026-03-31

Filed2026-05-15

ANGLOGOLD ASHANTI PLC

New

Shares43.9K

Event2026-03-31

Filed2026-05-15

USB

US BANCORP

9.48%

Shares82.1K

Event2026-03-31

Filed2026-05-15

PFF

ISHARES TR

0.05%

Shares140.4K

Event2026-03-31

Filed2026-05-15

TDY

TELEDYNE TECHNOLOGIES INC

7.48%

Shares7.0K

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

-2.71%

Shares4.9K

Event2026-03-31

Filed2026-05-15

BIP

BROOKFIELD INFRASTRUCTURE PA

-0.65%

Shares117.6K

Event2026-03-31

Filed2026-05-15

TNGY

TORTOISE CAPITAL SERIES TRUS

0.91%

Shares406.9K

Event2026-03-31

Filed2026-05-15

GPIX

GOLDMAN SACHS ETF TR

653.71%

Shares84.6K

Event2026-03-31

Filed2026-05-15

BLV

VANGUARD BD INDEX FDS

1.04%

Shares61.5K

Event2026-03-31

Filed2026-05-15

FDX

FEDEX CORP

4.49%

Shares11.7K

Event2026-03-31

Filed2026-05-15

VALE

VALE S A

1714.48%

Shares262.7K

Event2026-03-31

Filed2026-05-15

VLO

VALERO ENERGY CORP

36.07%

Shares16.9K

Event2026-03-31

Filed2026-05-15

EIDO

ISHARES TR

-2.72%

Shares264.3K

Event2026-03-31

Filed2026-05-15

MMM

3M CO

-3.69%

Shares28.7K

Event2026-03-31

Filed2026-05-15

WRB

BERKLEY W R CORP

1115.88%

Shares62.7K

Event2026-03-31

Filed2026-05-15

DTE

DTE ENERGY CO

-5.29%

Shares28.2K

Event2026-03-31

Filed2026-05-15

BKH

BLACK HILLS CORP

0.99%

Shares59.3K

Event2026-03-31

Filed2026-05-15

ADM

ARCHER DANIELS MIDLAND CO

-7.09%

Shares56.3K

Event2026-03-31

Filed2026-05-15

ALB

ALBEMARLE CORP

3.64%

Shares22.8K

Event2026-03-31

Filed2026-05-15

COWZ

PACER FDS TR

-29.99%

Shares65.0K

Event2026-03-31

Filed2026-05-15

ITA

ISHARES TR

4.30%

Shares18.5K

Event2026-03-31

Filed2026-05-15

AOM

ISHARES TR

1.61%

Shares84.8K

Event2026-03-31

Filed2026-05-15

THE CIGNA GROUP

9.20%

Shares15.0K

Event2026-03-31

Filed2026-05-15

CDNS

CADENCE DESIGN SYSTEM INC

-1.27%

Shares14.3K

Event2026-03-31

Filed2026-05-15

VGUS

VANGUARD INSTL INDEX FD

87.60%

Shares52.6K

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP

15.19%

Shares31.5K

Event2026-03-31

Filed2026-05-15

CMI

CUMMINS INC

4.84%

Shares7.4K

Event2026-03-31

Filed2026-05-15

GCOW

PACER FDS TR

30.35%

Shares85.5K

Event2026-03-31

Filed2026-05-15

DSGX

DESCARTES SYS GROUP INC

-1.98%

Shares54.9K

Event2026-03-31

Filed2026-05-15

KDP

KEURIG DR PEPPER INC

360.49%

Shares148.7K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

0.27%

Shares29.8K

Event2026-03-31

Filed2026-05-15

IBB

ISHARES TR

-0.93%

Shares23.0K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING IN

-1.60%

Shares18.9K

Event2026-03-31

Filed2026-05-15

CSX

CSX CORP

0.86%

Shares93.1K

Event2026-03-31

Filed2026-05-15

SPTI

SPDR SERIES TRUST

5.64%

Shares133.3K

Event2026-03-31

Filed2026-05-15

GRMN

GARMIN LTD

37.14%

Shares16.5K

Event2026-03-31

Filed2026-05-15

DISV

DIMENSIONAL ETF TRUST

3.85%

Shares96.4K

Event2026-03-31

Filed2026-05-15

VLTO

VERALTO CORP

-2.54%

Shares42.9K

Event2026-03-31

Filed2026-05-15

IUSB

ISHARES TR

9.49%

Shares82.0K

Event2026-03-31

Filed2026-05-15

ALL

ALLSTATE CORP

-30.52%

Shares18.2K

Event2026-03-31

Filed2026-05-15

BABA

ALIBABA GROUP HLDG LTD

10.73%

Shares30.1K

Event2026-03-31

Filed2026-05-15

ATR

APTARGROUP INC

2.61%

Shares29.8K

Event2026-03-31

Filed2026-05-15

IXN

ISHARES TR

0.86%

Shares37.4K

Event2026-03-31

Filed2026-05-15

USRT

ISHARES TR

1.20%

Shares62.9K

Event2026-03-31

Filed2026-05-15

FIX

COMFORT SYS USA INC

9.15%

Shares2.7K

Event2026-03-31

Filed2026-05-15

QTUM

ETF SER SOLUTIONS

323.62%

Shares34.4K

Event2026-03-31

Filed2026-05-15

IRM

IRON MTN INC DEL

4.64%

Shares36.0K

Event2026-03-31

Filed2026-05-15

SCMB

SCHWAB STRATEGIC TR

606.53%

Shares144.1K

Event2026-03-31

Filed2026-05-15

VTIP

VANGUARD MALVERN FDS

124.83%

Shares73.5K

Event2026-03-31

Filed2026-05-15

EWU

ISHARES TR

1.23%

Shares80.6K

Event2026-03-31

Filed2026-05-15

DEM

WISDOMTREE TR

-1.00%

Shares73.7K

Event2026-03-31

Filed2026-05-15

NISOURCE INC

-23.12%

Shares78.1K

Event2026-03-31

Filed2026-05-15

KMB

KIMBERLY-CLARK CORP

-65.41%

Shares37.7K

Event2026-03-31

Filed2026-05-15

SLV

ISHARES SILVER TR

30.28%

Shares53.2K

Event2026-03-31

Filed2026-05-15

ICSH

ISHARES TR

-3.60%

Shares71.5K

Event2026-03-31

Filed2026-05-15

INDA

ISHARES TR

-2.16%

Shares77.0K

Event2026-03-31

Filed2026-05-15

FNDE

SCHWAB STRATEGIC TR

18.57%

Shares93.9K

Event2026-03-31

Filed2026-05-15

VFH

VANGUARD WORLD FD

1.92%

Shares29.7K

Event2026-03-31

Filed2026-05-15

ORA

ORMAT TECHNOLOGIES INC

-2.25%

Shares32.0K

Event2026-03-31

Filed2026-05-15

MORN

MORNINGSTAR INC

New

Shares21.2K

Event2026-03-31

Filed2026-05-15

BLCR

BLACKROCK ETF TRUST

New

Shares86.3K

Event2026-03-31

Filed2026-05-15

UCB

UNITED CMNTY BKS BLAIRSVLE G

-3.05%

Shares112.2K

Event2026-03-31

Filed2026-05-15

BSCR

INVESCO EXCH TRD SLF IDX FD

2.99%

Shares179.1K

Event2026-03-31

Filed2026-05-15

CEG

CONSTELLATION ENERGY CORP

39.67%

Shares12.6K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

ALPHABET INC Call CallALPHABET INC1.4K shares-12.50%2026-03-312026-05-15

EWZ Call CallISHARES INC10.0K sharesnew addition2026-03-312026-05-15

ALPHABET INC Call

ALPHABET INC

-12.50%

Shares1.4K

Event2026-03-31

Filed2026-05-15

EWZ Call

ISHARES INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-15

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T60.0K sharesnew addition2026-03-312026-05-15

IWM Put PutISHARES TR50.0K sharesnew addition2026-03-312026-05-15

EEM Put PutISHARES TR200.0K sharesnew addition2026-03-312026-05-15

AAPL Put PutAPPLE INC12.0K shares-4.00%2026-03-312026-05-15

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares60.0K

Event2026-03-31

Filed2026-05-15

IWM Put

ISHARES TR

New

Shares50.0K

Event2026-03-31

Filed2026-05-15

EEM Put

ISHARES TR

New

Shares200.0K

Event2026-03-31

Filed2026-05-15

AAPL Put

APPLE INC

-4.00%

Shares12.0K

Event2026-03-31

Filed2026-05-15