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The Analysis of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's Holdings & P&L

Currently, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 3569 types of securities in its portfolio with a total value $45.5B. In the most recent quarter, they have increased their positions in APH (+1.3M shares, valued at $140.9M), KLAC (+93.9K shares, valued at $139.9M), VGIT (+1.7M shares, valued at $101.7M); decreased their positions in IVV (-2.1M shares, valued at $1.3B), AGG (-4.7M shares, valued at $462.7M), DWAS (-4.1M shares, valued at $416.3M); initiated new positions in N/A (+748.9K shares, valued at $37.3M).

1M P&L

+942.0M+1.77%

3M P&L

+130.4M+0.24%

HY P&L

+3.1B+6.16%

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/A26.9B

63.7%

2Software - Infrastructure1.2B

2.9%

3Drug Manufacturers - General930.4M

2.2%

Top Industries by Stock Count

1N/A1358 stocks

40.4%

2Banks - Regional123 stocks

3.7%

3Biotechnology108 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR4.5M shares-31.41%2026-03-312026-04-08

AGG ISHARES TR14.9M shares-23.93%2026-03-312026-04-08

SMTH ALPS ETF TR42.1M shares-24.12%2026-03-312026-04-08

MSFT MICROSOFT CORP2.4M shares-21.81%2026-03-312026-04-08

FNDF SCHWAB STRATEGIC TR14.6M shares-20.94%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F13.0M shares-29.55%2026-03-312026-04-08

USVM VICTORY PORTFOLIOS II7.0M shares-20.54%2026-03-312026-04-08

JMOM J P MORGAN EXCHANGE TRADED F9.1M shares-25.50%2026-03-312026-04-08

Sponsored

AVLV AMERICAN CENTY ETF TR7.7M shares-25.79%2026-03-312026-04-08

IMTM ISHARES TR12.0M shares-39.70%2026-03-312026-04-08

AMZN AMAZON COM INC2.9M shares-25.12%2026-03-312026-04-08

ALPHABET INC ALPHABET INC2.1M shares-25.76%2026-03-312026-04-08

GOVT ISHARES TR23.0M shares-22.47%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL992.5K shares-8.12%2026-03-312026-04-08

UYLD ANGEL OAK FUNDS TRUST8.4M shares-23.34%2026-03-312026-04-08

SPHQ INVESCO EXCHANGE TRADED FD T5.5M shares-30.43%2026-03-312026-04-08

Sponsored

USMV ISHARES TR4.4M shares-37.37%2026-03-312026-04-08

AVDE AMERICAN CENTY ETF TR4.7M shares-8.28%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS582.0K shares-33.99%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON1.6M shares-19.68%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO.1.3M shares-23.12%2026-03-312026-04-08

SCHX SCHWAB STRATEGIC TR11.0M shares-42.31%2026-03-312026-04-08

VTV VANGUARD INDEX FDS1.4M shares-16.61%2026-03-312026-04-08

XOM EXXON MOBIL CORP1.8M shares-30.27%2026-03-312026-04-08

Sponsored

VIG VANGUARD SPECIALIZED FUNDS1.1M shares-27.06%2026-03-312026-04-08

WMT WALMART INC2.0M shares-34.92%2026-03-312026-04-08

ALPHABET INC ALPHABET INC850.8K shares-32.10%2026-03-312026-04-08

LAM RESEARCH CORP LAM RESEARCH CORP1.1M shares-44.03%2026-03-312026-04-08

VUG VANGUARD INDEX FDS467.1K shares-23.22%2026-03-312026-04-08

QQQM INVESCO EXCH TRADED FD TR II852.2K shares-27.28%2026-03-312026-04-08

FLIA FRANKLIN TEMPLETON ETF TR10.0M shares-23.24%2026-03-312026-04-08

SPYM SPDR SERIES TRUST2.5M shares-24.82%2026-03-312026-04-08

Sponsored

JPST J P MORGAN EXCHANGE TRADED F3.6M shares-36.05%2026-03-312026-04-08

KLAC KLA CORP123.2K shares321.35%2026-03-312026-04-08

IJR ISHARES TR1.5M shares-40.22%2026-03-312026-04-08

IEFA ISHARES TR2.0M shares-21.67%2026-03-312026-04-08

CVX CHEVRON CORP NEW1.0M shares-24.06%2026-03-312026-04-08

APH AMPHENOL CORP NEW1.6M shares500.67%2026-03-312026-04-08

META META PLATFORMS INC325.8K shares-54.56%2026-03-312026-04-08

BAC BANK AMERICA CORP4.0M shares31.75%2026-03-312026-04-08

Sponsored

PG PROCTER AND GAMBLE CO1.3M shares-26.95%2026-03-312026-04-08

BOXX EA SERIES TRUST1.4M shares-41.84%2026-03-312026-04-08

SPYV SPDR SERIES TRUST2.8M shares-39.19%2026-03-312026-04-08

V VISA INC593.1K shares-55.31%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC1.4M shares-20.35%2026-03-312026-04-08

VXUS VANGUARD STAR FDS2.0M shares-36.49%2026-03-312026-04-08

TJX TJX COS INC NEW990.4K shares-26.57%2026-03-312026-04-08

MTUM ISHARES TR614.3K shares-37.42%2026-03-312026-04-08

Sponsored

SCHD SCHWAB STRATEGIC TR5.0M shares-35.26%2026-03-312026-04-08

SGOV ISHARES TR1.5M shares-31.33%2026-03-312026-04-08

CSCO CISCO SYS INC1.9M shares-28.71%2026-03-312026-04-08

PEP PEPSICO INC984.4K shares-23.00%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS2.2M shares-32.78%2026-03-312026-04-08

SCHF SCHWAB STRATEGIC TR5.6M shares-39.63%2026-03-312026-04-08

HD HOME DEPOT INC506.1K shares-23.47%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS617.7K shares-23.41%2026-03-312026-04-08

Sponsored

LLY ELI LILLY & CO161.4K shares-24.58%2026-03-312026-04-08

IWF ISHARES TR311.5K shares-20.78%2026-03-312026-04-08

LMT LOCKHEED MARTIN CORP236.7K shares30.55%2026-03-312026-04-08

IJH ISHARES TR2.0M shares-21.03%2026-03-312026-04-08

CIEN CIENA CORP290.1K shares-60.49%2026-03-312026-04-08

TMUS T-MOBILE US INC676.7K shares5.62%2026-03-312026-04-08

GLW CORNING INC863.6K shares-32.86%2026-03-312026-04-08

TSLA TESLA INC344.5K shares-23.72%2026-03-312026-04-08

Sponsored

GEV GE VERNOVA INC139.4K shares-38.98%2026-03-312026-04-08

ABT ABBOTT LABS1.2M shares-22.17%2026-03-312026-04-08

IWB ISHARES TR333.6K shares-34.40%2026-03-312026-04-08

AUSF GLOBAL X FDS2.4M shares-48.72%2026-03-312026-04-08

SCHV SCHWAB STRATEGIC TR3.8M shares-40.18%2026-03-312026-04-08

DFAC DIMENSIONAL ETF TRUST3.0M shares-31.35%2026-03-312026-04-08

IEF ISHARES TR1.2M shares-27.64%2026-03-312026-04-08

VZ VERIZON COMMUNICATIONS INC2.8M shares32.40%2026-03-312026-04-08

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F2.3M shares-16.54%2026-03-312026-04-08

VGIT VANGUARD SCOTTSDALE FDS1.9M shares855.47%2026-03-312026-04-08

T AT&T INC4.0M shares20.03%2026-03-312026-04-08

SPTM SPDR SERIES TRUST1.4M shares-27.74%2026-03-312026-04-08

AMGN AMGEN INC388.7K shares2.78%2026-03-312026-04-08

MDYV SPDR SERIES TRUST1.3M shares-37.73%2026-03-312026-04-08

SHV ISHARES TR999.7K shares-38.69%2026-03-312026-04-08

HELO J P MORGAN EXCHANGE TRADED F1.7M shares-15.60%2026-03-312026-04-08

Sponsored

GE AEROSPACE GE AEROSPACE394.5K shares-35.80%2026-03-312026-04-08

IEMG ISHARES INC1.6M shares-12.67%2026-03-312026-04-08

SCHM SCHWAB STRATEGIC TR3.4M shares-40.53%2026-03-312026-04-08

IWD ISHARES TR497.9K shares-23.64%2026-03-312026-04-08

RTX RTX CORPORATION704.9K shares-5.50%2026-03-312026-04-08

BUFR FIRST TR EXCHNG TRADED FD VI3.1M shares-17.84%2026-03-312026-04-08

WM WASTE MGMT INC DEL487.2K shares-38.59%2026-03-312026-04-08

DSTL ETF SER SOLUTIONS1.8M shares-27.99%2026-03-312026-04-08

Sponsored

CB CHUBB LIMITED347.3K shares-14.54%2026-03-312026-04-08

EATON CORP PLC EATON CORP PLC273.4K shares-41.12%2026-03-312026-04-08

UI UBIQUITI INC118.0K shares-24.29%2026-03-312026-04-08

JMTG J P MORGAN EXCHANGE TRADED F1.9M shares-37.42%2026-03-312026-04-08

NBCM NEUBERGER BERMAN ETF TRUST3.3M shares-31.45%2026-03-312026-04-08

MCK MCKESSON CORP106.6K shares-41.35%2026-03-312026-04-08

MS MORGAN STANLEY699.7K shares-27.97%2026-03-312026-04-08

ABBV ABBVIE INC540.5K shares-15.10%2026-03-312026-04-08

Sponsored

DFUV DIMENSIONAL ETF TRUST1.8M shares-33.14%2026-03-312026-04-08

WFC WELLS FARGO CO NEW1.2M shares-33.98%2026-03-312026-04-08

ICSH ISHARES TR1.7M shares-39.93%2026-03-312026-04-08

ORCL ORACLE CORP797.7K shares-13.04%2026-03-312026-04-08

DIVO AMPLIFY ETF TR1.9M shares-29.26%2026-03-312026-04-08

COST COSTCO WHSL CORP NEW116.4K shares-7.94%2026-03-312026-04-08

CAT CATERPILLAR INC173.5K shares10.28%2026-03-312026-04-08

VNQ VANGUARD INDEX FDS950.6K shares228.41%2026-03-312026-04-08

Sponsored

BND VANGUARD BD INDEX FDS1.1M shares-20.57%2026-03-312026-04-08

SCHO SCHWAB STRATEGIC TR3.4M shares7.29%2026-03-312026-04-08

GS GOLDMAN SACHS GROUP INC136.8K shares111.19%2026-03-312026-04-08

MA MASTERCARD INCORPORATED215.0K shares-17.12%2026-03-312026-04-08

BMY BRISTOL-MYERS SQUIBB CO1.6M shares6.66%2026-03-312026-04-08

SCHA SCHWAB STRATEGIC TR2.7M shares-38.99%2026-03-312026-04-08

XLG INVESCO EXCHANGE TRADED FD T1.4M shares-40.28%2026-03-312026-04-08

PM PHILIP MORRIS INTL INC510.8K shares-13.81%2026-03-312026-04-08

Sponsored

KO COCA COLA CO1.0M shares-0.29%2026-03-312026-04-08

MCD MCDONALDS CORP253.1K shares-39.67%2026-03-312026-04-08

PFE PFIZER INC2.7M shares-21.05%2026-03-312026-04-08

DFUS DIMENSIONAL ETF TRUST1.0M shares-34.74%2026-03-312026-04-08

BIV VANGUARD BD INDEX FDS939.7K shares-37.23%2026-03-312026-04-08

VCIT VANGUARD SCOTTSDALE FDS988.2K shares147.54%2026-03-312026-04-08

MSI MOTOROLA SOLUTIONS INC194.1K shares-31.75%2026-03-312026-04-08

VBR VANGUARD INDEX FDS324.5K shares-28.69%2026-03-312026-04-08

Sponsored

NFLX NETFLIX INC858.4K shares-8.92%2026-03-312026-04-08

IVW ISHARES TR603.3K shares0.79%2026-03-312026-04-08

SPAB SPDR SERIES TRUST2.7M shares-27.72%2026-03-312026-04-08

DFAT DIMENSIONAL ETF TRUST1.1M shares-46.41%2026-03-312026-04-08

RSG REPUBLIC SVCS INC333.5K shares-31.48%2026-03-312026-04-08

EFA ISHARES TR691.8K shares-37.90%2026-03-312026-04-08

BRIF NEOS ETF TRUST2.2M shares-30.45%2026-03-312026-04-08

QCOM QUALCOMM INC578.7K shares-16.95%2026-03-312026-04-08

Sponsored

JGRO J P MORGAN EXCHANGE TRADED F813.2K shares-5.60%2026-03-312026-04-08

AXP AMERICAN EXPRESS CO232.6K shares-28.73%2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC462.8K shares-73.77%2026-03-312026-04-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW584.9K shares-20.44%2026-03-312026-04-08

SCHW SCHWAB CHARLES CORP705.1K shares-38.84%2026-03-312026-04-08

SCHR SCHWAB STRATEGIC TR2.6M shares-3.59%2026-03-312026-04-08

VRSN VERISIGN INC252.1K shares-18.19%2026-03-312026-04-08

DFIV DIMENSIONAL ETF TRUST1.2M shares-40.74%2026-03-312026-04-08

Sponsored

FMHI FIRST TR EXCH TRADED FD III1.3M shares-17.06%2026-03-312026-04-08

VTEB VANGUARD MUN BD FDS1.3M shares-28.91%2026-03-312026-04-08

DGRW WISDOMTREE TR716.8K shares-41.53%2026-03-312026-04-08

PUTNAM ETF TRUST PUTNAM ETF TRUST6.2M shares-25.48%2026-03-312026-04-08

MU MICRON TECHNOLOGY INC192.0K shares30.45%2026-03-312026-04-08

TXUE THORNBURG ETF TR1.9M shares-40.78%2026-03-312026-04-08

TXN TEXAS INSTRS INC312.4K shares-34.67%2026-03-312026-04-08

VB VANGUARD INDEX FDS228.0K shares-42.73%2026-03-312026-04-08

Sponsored

CTA SIMPLIFY EXCHANGE TRADED FUN2.1M shares-27.21%2026-03-312026-04-08

MEDTRONIC PLC MEDTRONIC PLC763.1K shares-10.84%2026-03-312026-04-08

UPS UNITED PARCEL SERVICE INC605.2K shares-19.65%2026-03-312026-04-08

DBEF DBX ETF TR1.2M shares-48.15%2026-03-312026-04-08

ENDW EA SERIES TRUST1.8M shares-27.44%2026-03-312026-04-08

DUHP DIMENSIONAL ETF TRUST1.6M shares-44.80%2026-03-312026-04-08

ADI ANALOG DEVICES INC263.1K shares-4.44%2026-03-312026-04-08

IGIB ISHARES TR1.1M shares-20.69%2026-03-312026-04-08

Sponsored

SCHB SCHWAB STRATEGIC TR2.3M shares-16.41%2026-03-312026-04-08

CGGR CAPITAL GROUP GROWTH ETF1.4M shares-34.03%2026-03-312026-04-08

PYLD PIMCO ETF TR2.1M shares-33.46%2026-03-312026-04-08

JCPB J P MORGAN EXCHANGE TRADED F1.2M shares-44.48%2026-03-312026-04-08

GILD GILEAD SCIENCES INC489.8K shares-22.65%2026-03-312026-04-08

CGDV CAPITAL GROUP DIVIDEND VALUE1.3M shares-28.61%2026-03-312026-04-08

FEGE RBB FUND TRUST1.2M shares-38.80%2026-03-312026-04-08

WELL WELLTOWER INC275.1K shares41.04%2026-03-312026-04-08

Sponsored

SPDW SPDR INDEX SHS FDS1.2M shares-41.18%2026-03-312026-04-08

IWR ISHARES TR554.4K shares-35.43%2026-03-312026-04-08

DIS DISNEY WALT CO689.0K shares-28.86%2026-03-312026-04-08

SCHG SCHWAB STRATEGIC TR1.8M shares-40.53%2026-03-312026-04-08

NEE NEXTERA ENERGY INC613.9K shares6.93%2026-03-312026-04-08

MMM 3M CO374.9K shares-41.75%2026-03-312026-04-08

MBB ISHARES TR561.6K shares163.13%2026-03-312026-04-08

QUAL ISHARES TR274.2K shares-20.48%2026-03-312026-04-08

Sponsored

MUB ISHARES TR492.2K shares-40.07%2026-03-312026-04-08

PNC PNC FINL SVCS GROUP INC254.3K shares-25.28%2026-03-312026-04-08

HWM HOWMET AEROSPACE INC238.3K shares297.21%2026-03-312026-04-08

PGR PROGRESSIVE CORP268.1K shares-38.13%2026-03-312026-04-08

UNH UNITEDHEALTH GROUP INC200.9K shares-19.61%2026-03-312026-04-08

VYM VANGUARD WHITEHALL FDS345.5K shares-29.95%2026-03-312026-04-08

AVUS AMERICAN CENTY ETF TR455.2K shares-24.39%2026-03-312026-04-08

SCHZ SCHWAB STRATEGIC TR2.2M shares-44.51%2026-03-312026-04-08

Sponsored

CENCORA INC CENCORA INC157.0K shares-43.49%2026-03-312026-04-08

LOW LOWES COS INC299.0K shares-26.27%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MFG LTD350.2K shares48.07%2026-03-312026-04-08

TRV TRAVELERS COMPANIES INC171.9K shares-21.88%2026-03-312026-04-08

CME CME GROUP INC170.9K shares-23.72%2026-03-312026-04-08

COWZ PACER FDS TR785.8K shares-43.93%2026-03-312026-04-08

HDEF DBX ETF TR1.5M shares-14.74%2026-03-312026-04-08

JMBS JANUS DETROIT STR TR1.1M shares-43.32%2026-03-312026-04-08

Sponsored

HON HONEYWELL INTL INC279.8K shares-13.11%2026-03-312026-04-08

BA BOEING CO276.9K shares-21.30%2026-03-312026-04-08

TOTL SSGA ACTIVE ETF TR1.2M shares-43.20%2026-03-312026-04-08

CGGO CAPITAL GROUP GBL GROWTH EQT1.4M shares-30.93%2026-03-312026-04-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP175.4K shares-8.69%2026-03-312026-04-08

CGBL CAPITAL GROUP CORE BALANCED1.3M shares-33.52%2026-03-312026-04-08

ONOF GLOBAL X FDS1.3M shares-52.07%2026-03-312026-04-08

ROST ROSS STORES INC215.2K shares138.00%2026-03-312026-04-08

Sponsored

APD AIR PRODS & CHEMS INC172.5K shares-28.73%2026-03-312026-04-08

AMAT APPLIED MATLS INC295.0K shares47.87%2026-03-312026-04-08

AVUV AMERICAN CENTY ETF TR406.9K shares-2.14%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR335.3K shares-43.85%2026-03-312026-04-08

SCHP SCHWAB STRATEGIC TR1.7M shares-33.66%2026-03-312026-04-08

MO ALTRIA GROUP INC686.4K shares-24.42%2026-03-312026-04-08

SO SOUTHERN CO466.3K shares-31.62%2026-03-312026-04-08

CMCSA COMCAST CORP NEW1.6M shares82.69%2026-03-312026-04-08

Sponsored

WINN HARBOR ETF TRUST1.6M shares-44.67%2026-03-312026-04-08

TCAF T ROWE PRICE ETF INC1.2M shares-42.31%2026-03-312026-04-08

PMBS PIMCO ETF TR898.1K shares-44.16%2026-03-312026-04-08

HII HUNTINGTON INGALLS INDS INC113.0K shares-32.85%2026-03-312026-04-08

DVN DEVON ENERGY CORP NEW897.7K shares-32.38%2026-03-312026-04-08

DFAI DIMENSIONAL ETF TRUST1.1M shares-42.21%2026-03-312026-04-08

JEPI J P MORGAN EXCHANGE TRADED F769.5K shares-43.99%2026-03-312026-04-08

IWO ISHARES TR136.4K shares-24.04%2026-03-312026-04-08

Sponsored

VO VANGUARD INDEX FDS149.3K shares-34.53%2026-03-312026-04-08

DHI D R HORTON INC315.7K shares-44.56%2026-03-312026-04-08

PDBC INVESCO ACTVELY MNGD ETC FD2.4M shares107.92%2026-03-312026-04-08

AEP AMERICAN ELEC PWR CO INC340.0K shares-22.69%2026-03-312026-04-08

TBIL RBB FD INC849.6K shares-54.21%2026-03-312026-04-08

SCHE SCHWAB STRATEGIC TR1.3M shares-42.36%2026-03-312026-04-08

AMD ADVANCED MICRO DEVICES INC297.2K shares33.85%2026-03-312026-04-08

DWAS INVESCO EXCH TRADED FD TR II405.7K shares-91.02%2026-03-312026-04-08

Sponsored

IWN ISHARES TR211.1K shares-14.12%2026-03-312026-04-08

ALL ALLSTATE CORP204.5K shares-16.64%2026-03-312026-04-08

VV VANGUARD INDEX FDS133.7K shares-28.61%2026-03-312026-04-08

NOW SERVICENOW INC408.0K shares-4.30%2026-03-312026-04-08

IUSV ISHARES TR390.7K shares-13.44%2026-03-312026-04-08

ITOT ISHARES TR288.2K shares-37.29%2026-03-312026-04-08

CITIGROUP INC CITIGROUP INC473.3K shares15.72%2026-03-312026-04-08

PHYS SPROTT ASSET MANAGEMENT LP1.1M shares-5.07%2026-03-312026-04-08

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T822.0K shares-68.25%2026-03-312026-04-08

PCAR PACCAR INC332.3K shares-19.89%2026-03-312026-04-08

FAST FASTENAL CO866.5K shares-41.24%2026-03-312026-04-08

EFV ISHARES TR517.5K shares49.47%2026-03-312026-04-08

INTC INTEL CORP856.0K shares-0.14%2026-03-312026-04-08

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FDX FEDEX CORP113.7K shares-14.68%2026-03-312026-04-08

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MGNR AMERICAN BEACON SELECT FUNDS742.2K shares-42.77%2026-03-312026-04-08

IGSB ISHARES TR730.0K shares8.40%2026-03-312026-04-08

VGT VANGUARD WORLD FD61.4K shares-26.68%2026-03-312026-04-08

OMFL INVESCO EXCH TRD SLF IDX FD620.9K shares-36.88%2026-03-312026-04-08

ISRG INTUITIVE SURGICAL INC99.8K shares-29.18%2026-03-312026-04-08

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THE CIGNA GROUP THE CIGNA GROUP147.3K shares55.06%2026-03-312026-04-08

IVE ISHARES TR181.1K shares83.61%2026-03-312026-04-08

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ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND245.4K shares-25.06%2026-03-312026-04-08

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DE DEERE & CO100.3K shares2.40%2026-03-312026-04-08

IVZ INVESCO LTD1.5M shares-21.14%2026-03-312026-04-08

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JQUA J P MORGAN EXCHANGE TRADED F530.6K shares-16.36%2026-03-312026-04-08

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SBUX STARBUCKS CORP439.7K shares0.32%2026-03-312026-04-08

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TER TERADYNE INC53.9K shares26.43%2026-03-312026-04-08

GWW WW GRAINGER INC13.5K shares-75.14%2026-03-312026-04-08

WCMI FIRST TR EXCHANGE-TRADED FD872.1K shares-25.93%2026-03-312026-04-08

AWK AMERICAN WTR WKS CO INC NEW106.6K shares-17.78%2026-03-312026-04-08

DWM WISDOMTREE TR208.2K shares-37.28%2026-03-312026-04-08

DRI DARDEN RESTAURANTS INC78.5K shares-6.49%2026-03-312026-04-08

MINT PIMCO ETF TR146.0K shares-66.30%2026-03-312026-04-08

Sponsored

CWB SPDR SERIES TRUST156.4K shares-34.55%2026-03-312026-04-08

GPC GENUINE PARTS CO141.7K shares45.12%2026-03-312026-04-08

MGC VANGUARD WORLD FD60.5K shares-34.57%2026-03-312026-04-08

VGSH VANGUARD SCOTTSDALE FDS246.2K shares-45.95%2026-03-312026-04-08

LHX L3HARRIS TECHNOLOGIES INC85.8K shares58.41%2026-03-312026-04-08

JBHT HUNT J B TRANS SVCS INC74.6K shares31.34%2026-03-312026-04-08

XMMO INVESCO EXCHANGE TRADED FD T95.9K shares-38.56%2026-03-312026-04-08

STIP ISHARES TR180.4K shares-20.11%2026-03-312026-04-08

Sponsored

J JACOBS SOLUTIONS INC134.1K shares1.39%2026-03-312026-04-08

SPTL SPDR SERIES TRUST528.6K shares-41.04%2026-03-312026-04-08

SPGM SPDR INDEX SHS FDS181.3K shares23.47%2026-03-312026-04-08

DFCF DIMENSIONAL ETF TRUST325.5K shares1.73%2026-03-312026-04-08

VIGI VANGUARD WHITEHALL FDS154.2K shares-22.08%2026-03-312026-04-08

DELL DELL TECHNOLOGIES INC106.7K shares14.10%2026-03-312026-04-08

XLF SELECT SECTOR SPDR TR327.7K shares-16.23%2026-03-312026-04-08

HIG HARTFORD INSURANCE GROUP INC112.0K shares-38.62%2026-03-312026-04-08

Sponsored

AMP AMERIPRISE FINL INC37.8K shares14.16%2026-03-312026-04-08

RECS COLUMBIA ETF TR I344.7K shares0.75%2026-03-312026-04-08

DJP BARCLAYS BANK PLC276.2K shares-34.94%2026-03-312026-04-08

ILMN ILLUMINA INC113.1K shares7.43%2026-03-312026-04-08

IWV ISHARES TR35.9K shares-14.89%2026-03-312026-04-08

NSC NORFOLK SOUTHN CORP97.8K shares43.24%2026-03-312026-04-08

CGNG CAPITAL GROUP NEW GEOGRAPHY417.1K shares-2.53%2026-03-312026-04-08

EXPE EXPEDIA GROUP INC60.9K shares-14.62%2026-03-312026-04-08

Sponsored

SHEL SHELL PLC142.4K shares-55.51%2026-03-312026-04-08

INCY INCYTE CORP146.3K shares14.50%2026-03-312026-04-08

TSN TYSON FOODS INC214.0K shares106.24%2026-03-312026-04-08

ILCV ISHARES TR138.0K shares17.16%2026-03-312026-04-08

IVV

ISHARES TR

-31.41%

Shares4.5M

Event2026-03-31

Filed2026-04-08

AGG

ISHARES TR

-23.93%

Shares14.9M

Event2026-03-31

Filed2026-04-08

SMTH

ALPS ETF TR

-24.12%

Shares42.1M

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

-21.81%

Shares2.4M

Event2026-03-31

Filed2026-04-08

FNDF

SCHWAB STRATEGIC TR

-20.94%

Shares14.6M

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

-29.55%

Shares13.0M

Event2026-03-31

Filed2026-04-08

USVM

VICTORY PORTFOLIOS II

-20.54%

Shares7.0M

Event2026-03-31

Filed2026-04-08

JMOM

J P MORGAN EXCHANGE TRADED F

-25.50%

Shares9.1M

Event2026-03-31

Filed2026-04-08

AVLV

AMERICAN CENTY ETF TR

-25.79%

Shares7.7M

Event2026-03-31

Filed2026-04-08

IMTM

ISHARES TR

-39.70%

Shares12.0M

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

-25.12%

Shares2.9M

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-25.76%

Shares2.1M

Event2026-03-31

Filed2026-04-08

GOVT

ISHARES TR

-22.47%

Shares23.0M

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

-8.12%

Shares992.5K

Event2026-03-31

Filed2026-04-08

UYLD

ANGEL OAK FUNDS TRUST

-23.34%

Shares8.4M

Event2026-03-31

Filed2026-04-08

SPHQ

INVESCO EXCHANGE TRADED FD T

-30.43%

Shares5.5M

Event2026-03-31

Filed2026-04-08

USMV

ISHARES TR

-37.37%

Shares4.4M

Event2026-03-31

Filed2026-04-08

AVDE

AMERICAN CENTY ETF TR

-8.28%

Shares4.7M

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-33.99%

Shares582.0K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

-19.68%

Shares1.6M

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO.

-23.12%

Shares1.3M

Event2026-03-31

Filed2026-04-08

SCHX

SCHWAB STRATEGIC TR

-42.31%

Shares11.0M

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

-16.61%

Shares1.4M

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

-30.27%

Shares1.8M

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

-27.06%

Shares1.1M

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

-34.92%

Shares2.0M

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-32.10%

Shares850.8K

Event2026-03-31

Filed2026-04-08

LAM RESEARCH CORP

-44.03%

Shares1.1M

Event2026-03-31

Filed2026-04-08

VUG

VANGUARD INDEX FDS

-23.22%

Shares467.1K

Event2026-03-31

Filed2026-04-08

QQQM

INVESCO EXCH TRADED FD TR II

-27.28%

Shares852.2K

Event2026-03-31

Filed2026-04-08

FLIA

FRANKLIN TEMPLETON ETF TR

-23.24%

Shares10.0M

Event2026-03-31

Filed2026-04-08

SPYM

SPDR SERIES TRUST

-24.82%

Shares2.5M

Event2026-03-31

Filed2026-04-08

JPST

J P MORGAN EXCHANGE TRADED F

-36.05%

Shares3.6M

Event2026-03-31

Filed2026-04-08

KLAC

KLA CORP

321.35%

Shares123.2K

Event2026-03-31

Filed2026-04-08

IJR

ISHARES TR

-40.22%

Shares1.5M

Event2026-03-31

Filed2026-04-08

IEFA

ISHARES TR

-21.67%

Shares2.0M

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORP NEW

-24.06%

Shares1.0M

Event2026-03-31

Filed2026-04-08

APH

AMPHENOL CORP NEW

500.67%

Shares1.6M

Event2026-03-31

Filed2026-04-08

META

META PLATFORMS INC

-54.56%

Shares325.8K

Event2026-03-31

Filed2026-04-08

BAC

BANK AMERICA CORP

31.75%

Shares4.0M

Event2026-03-31

Filed2026-04-08

PROCTER AND GAMBLE CO

-26.95%

Shares1.3M

Event2026-03-31

Filed2026-04-08

BOXX

EA SERIES TRUST

-41.84%

Shares1.4M

Event2026-03-31

Filed2026-04-08

SPYV

SPDR SERIES TRUST

-39.19%

Shares2.8M

Event2026-03-31

Filed2026-04-08

VISA INC

-55.31%

Shares593.1K

Event2026-03-31

Filed2026-04-08

MERCK & CO INC

-20.35%

Shares1.4M

Event2026-03-31

Filed2026-04-08

VXUS

VANGUARD STAR FDS

-36.49%

Shares2.0M

Event2026-03-31

Filed2026-04-08

TJX

TJX COS INC NEW

-26.57%

Shares990.4K

Event2026-03-31

Filed2026-04-08

MTUM

ISHARES TR

-37.42%

Shares614.3K

Event2026-03-31

Filed2026-04-08

SCHD

SCHWAB STRATEGIC TR

-35.26%

Shares5.0M

Event2026-03-31

Filed2026-04-08

SGOV

ISHARES TR

-31.33%

Shares1.5M

Event2026-03-31

Filed2026-04-08

CSCO

CISCO SYS INC

-28.71%

Shares1.9M

Event2026-03-31

Filed2026-04-08

PEP

PEPSICO INC

-23.00%

Shares984.4K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

-32.78%

Shares2.2M

Event2026-03-31

Filed2026-04-08

SCHF

SCHWAB STRATEGIC TR

-39.63%

Shares5.6M

Event2026-03-31

Filed2026-04-08

HOME DEPOT INC

-23.47%

Shares506.1K

Event2026-03-31

Filed2026-04-08

IBM

INTERNATIONAL BUSINESS MACHS

-23.41%

Shares617.7K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

-24.58%

Shares161.4K

Event2026-03-31

Filed2026-04-08

IWF

ISHARES TR

-20.78%

Shares311.5K

Event2026-03-31

Filed2026-04-08

LMT

LOCKHEED MARTIN CORP

30.55%

Shares236.7K

Event2026-03-31

Filed2026-04-08

IJH

ISHARES TR

-21.03%

Shares2.0M

Event2026-03-31

Filed2026-04-08

CIEN

CIENA CORP

-60.49%

Shares290.1K

Event2026-03-31

Filed2026-04-08

TMUS

T-MOBILE US INC

5.62%

Shares676.7K

Event2026-03-31

Filed2026-04-08

GLW

CORNING INC

-32.86%

Shares863.6K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

-23.72%

Shares344.5K

Event2026-03-31

Filed2026-04-08

GEV

GE VERNOVA INC

-38.98%

Shares139.4K

Event2026-03-31

Filed2026-04-08

ABT

ABBOTT LABS

-22.17%

Shares1.2M

Event2026-03-31

Filed2026-04-08

IWB

ISHARES TR

-34.40%

Shares333.6K

Event2026-03-31

Filed2026-04-08

AUSF

GLOBAL X FDS

-48.72%

Shares2.4M

Event2026-03-31

Filed2026-04-08

SCHV

SCHWAB STRATEGIC TR

-40.18%

Shares3.8M

Event2026-03-31

Filed2026-04-08

DFAC

DIMENSIONAL ETF TRUST

-31.35%

Shares3.0M

Event2026-03-31

Filed2026-04-08

IEF

ISHARES TR

-27.64%

Shares1.2M

Event2026-03-31

Filed2026-04-08

VERIZON COMMUNICATIONS INC

32.40%

Shares2.8M

Event2026-03-31

Filed2026-04-08

JMUB

J P MORGAN EXCHANGE TRADED F

-16.54%

Shares2.3M

Event2026-03-31

Filed2026-04-08

VGIT

VANGUARD SCOTTSDALE FDS

855.47%

Shares1.9M

Event2026-03-31

Filed2026-04-08

AT&T INC

20.03%

Shares4.0M

Event2026-03-31

Filed2026-04-08

SPTM

SPDR SERIES TRUST

-27.74%

Shares1.4M

Event2026-03-31

Filed2026-04-08

AMGN

AMGEN INC

2.78%

Shares388.7K

Event2026-03-31

Filed2026-04-08

MDYV

SPDR SERIES TRUST

-37.73%

Shares1.3M

Event2026-03-31

Filed2026-04-08

SHV

ISHARES TR

-38.69%

Shares999.7K

Event2026-03-31

Filed2026-04-08

HELO

J P MORGAN EXCHANGE TRADED F

-15.60%

Shares1.7M

Event2026-03-31

Filed2026-04-08

GE AEROSPACE

-35.80%

Shares394.5K

Event2026-03-31

Filed2026-04-08

IEMG

ISHARES INC

-12.67%

Shares1.6M

Event2026-03-31

Filed2026-04-08

SCHM

SCHWAB STRATEGIC TR

-40.53%

Shares3.4M

Event2026-03-31

Filed2026-04-08

IWD

ISHARES TR

-23.64%

Shares497.9K

Event2026-03-31

Filed2026-04-08

RTX

RTX CORPORATION

-5.50%

Shares704.9K

Event2026-03-31

Filed2026-04-08

BUFR

FIRST TR EXCHNG TRADED FD VI

-17.84%

Shares3.1M

Event2026-03-31

Filed2026-04-08

WASTE MGMT INC DEL

-38.59%

Shares487.2K

Event2026-03-31

Filed2026-04-08

DSTL

ETF SER SOLUTIONS

-27.99%

Shares1.8M

Event2026-03-31

Filed2026-04-08

CHUBB LIMITED

-14.54%

Shares347.3K

Event2026-03-31

Filed2026-04-08

EATON CORP PLC

-41.12%

Shares273.4K

Event2026-03-31

Filed2026-04-08

UBIQUITI INC

-24.29%

Shares118.0K

Event2026-03-31

Filed2026-04-08

JMTG

J P MORGAN EXCHANGE TRADED F

-37.42%

Shares1.9M

Event2026-03-31

Filed2026-04-08

NBCM

NEUBERGER BERMAN ETF TRUST

-31.45%

Shares3.3M

Event2026-03-31

Filed2026-04-08

MCK

MCKESSON CORP

-41.35%

Shares106.6K

Event2026-03-31

Filed2026-04-08

MORGAN STANLEY

-27.97%

Shares699.7K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

-15.10%

Shares540.5K

Event2026-03-31

Filed2026-04-08

DFUV

DIMENSIONAL ETF TRUST

-33.14%

Shares1.8M

Event2026-03-31

Filed2026-04-08

WFC

WELLS FARGO CO NEW

-33.98%

Shares1.2M

Event2026-03-31

Filed2026-04-08

ICSH

ISHARES TR

-39.93%

Shares1.7M

Event2026-03-31

Filed2026-04-08

ORCL

ORACLE CORP

-13.04%

Shares797.7K

Event2026-03-31

Filed2026-04-08

DIVO

AMPLIFY ETF TR

-29.26%

Shares1.9M

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHSL CORP NEW

-7.94%

Shares116.4K

Event2026-03-31

Filed2026-04-08

CAT

CATERPILLAR INC

10.28%

Shares173.5K

Event2026-03-31

Filed2026-04-08

VNQ

VANGUARD INDEX FDS

228.41%

Shares950.6K

Event2026-03-31

Filed2026-04-08

BND

VANGUARD BD INDEX FDS

-20.57%

Shares1.1M

Event2026-03-31

Filed2026-04-08

SCHO

SCHWAB STRATEGIC TR

7.29%

Shares3.4M

Event2026-03-31

Filed2026-04-08

GOLDMAN SACHS GROUP INC

111.19%

Shares136.8K

Event2026-03-31

Filed2026-04-08

MASTERCARD INCORPORATED

-17.12%

Shares215.0K

Event2026-03-31

Filed2026-04-08

BMY

BRISTOL-MYERS SQUIBB CO

6.66%

Shares1.6M

Event2026-03-31

Filed2026-04-08

SCHA

SCHWAB STRATEGIC TR

-38.99%

Shares2.7M

Event2026-03-31

Filed2026-04-08

XLG

INVESCO EXCHANGE TRADED FD T

-40.28%

Shares1.4M

Event2026-03-31

Filed2026-04-08

PHILIP MORRIS INTL INC

-13.81%

Shares510.8K

Event2026-03-31

Filed2026-04-08

COCA COLA CO

-0.29%

Shares1.0M

Event2026-03-31

Filed2026-04-08

MCD

MCDONALDS CORP

-39.67%

Shares253.1K

Event2026-03-31

Filed2026-04-08

PFE

PFIZER INC

-21.05%

Shares2.7M

Event2026-03-31

Filed2026-04-08

DFUS

DIMENSIONAL ETF TRUST

-34.74%

Shares1.0M

Event2026-03-31

Filed2026-04-08

BIV

VANGUARD BD INDEX FDS

-37.23%

Shares939.7K

Event2026-03-31

Filed2026-04-08

VCIT

VANGUARD SCOTTSDALE FDS

147.54%

Shares988.2K

Event2026-03-31

Filed2026-04-08

MSI

MOTOROLA SOLUTIONS INC

-31.75%

Shares194.1K

Event2026-03-31

Filed2026-04-08

VBR

VANGUARD INDEX FDS

-28.69%

Shares324.5K

Event2026-03-31

Filed2026-04-08

NFLX

NETFLIX INC

-8.92%

Shares858.4K

Event2026-03-31

Filed2026-04-08

IVW

ISHARES TR

0.79%

Shares603.3K

Event2026-03-31

Filed2026-04-08

SPAB

SPDR SERIES TRUST

-27.72%

Shares2.7M

Event2026-03-31

Filed2026-04-08

DFAT

DIMENSIONAL ETF TRUST

-46.41%

Shares1.1M

Event2026-03-31

Filed2026-04-08

RSG

REPUBLIC SVCS INC

-31.48%

Shares333.5K

Event2026-03-31

Filed2026-04-08

EFA

ISHARES TR

-37.90%

Shares691.8K

Event2026-03-31

Filed2026-04-08

BRIF

NEOS ETF TRUST

-30.45%

Shares2.2M

Event2026-03-31

Filed2026-04-08

QCOM

QUALCOMM INC

-16.95%

Shares578.7K

Event2026-03-31

Filed2026-04-08

JGRO

J P MORGAN EXCHANGE TRADED F

-5.60%

Shares813.2K

Event2026-03-31

Filed2026-04-08

AXP

AMERICAN EXPRESS CO

-28.73%

Shares232.6K

Event2026-03-31

Filed2026-04-08

PLTR

PALANTIR TECHNOLOGIES INC

-73.77%

Shares462.8K

Event2026-03-31

Filed2026-04-08

DUKE ENERGY CORP NEW

-20.44%

Shares584.9K

Event2026-03-31

Filed2026-04-08

SCHW

SCHWAB CHARLES CORP

-38.84%

Shares705.1K

Event2026-03-31

Filed2026-04-08

SCHR

SCHWAB STRATEGIC TR

-3.59%

Shares2.6M

Event2026-03-31

Filed2026-04-08

VRSN

VERISIGN INC

-18.19%

Shares252.1K

Event2026-03-31

Filed2026-04-08

DFIV

DIMENSIONAL ETF TRUST

-40.74%

Shares1.2M

Event2026-03-31

Filed2026-04-08

FMHI

FIRST TR EXCH TRADED FD III

-17.06%

Shares1.3M

Event2026-03-31

Filed2026-04-08

VTEB

VANGUARD MUN BD FDS

-28.91%

Shares1.3M

Event2026-03-31

Filed2026-04-08

DGRW

WISDOMTREE TR

-41.53%

Shares716.8K

Event2026-03-31

Filed2026-04-08

PUTNAM ETF TRUST

-25.48%

Shares6.2M

Event2026-03-31

Filed2026-04-08

MICRON TECHNOLOGY INC

30.45%

Shares192.0K

Event2026-03-31

Filed2026-04-08

TXUE

THORNBURG ETF TR

-40.78%

Shares1.9M

Event2026-03-31

Filed2026-04-08

TXN

TEXAS INSTRS INC

-34.67%

Shares312.4K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-42.73%

Shares228.0K

Event2026-03-31

Filed2026-04-08

CTA

SIMPLIFY EXCHANGE TRADED FUN

-27.21%

Shares2.1M

Event2026-03-31

Filed2026-04-08

MEDTRONIC PLC

-10.84%

Shares763.1K

Event2026-03-31

Filed2026-04-08

UPS

UNITED PARCEL SERVICE INC

-19.65%

Shares605.2K

Event2026-03-31

Filed2026-04-08

DBEF

DBX ETF TR

-48.15%

Shares1.2M

Event2026-03-31

Filed2026-04-08

ENDW

EA SERIES TRUST

-27.44%

Shares1.8M

Event2026-03-31

Filed2026-04-08

DUHP

DIMENSIONAL ETF TRUST

-44.80%

Shares1.6M

Event2026-03-31

Filed2026-04-08

ADI

ANALOG DEVICES INC

-4.44%

Shares263.1K

Event2026-03-31

Filed2026-04-08

IGIB

ISHARES TR

-20.69%

Shares1.1M

Event2026-03-31

Filed2026-04-08

SCHB

SCHWAB STRATEGIC TR

-16.41%

Shares2.3M

Event2026-03-31

Filed2026-04-08

CGGR

CAPITAL GROUP GROWTH ETF

-34.03%

Shares1.4M

Event2026-03-31

Filed2026-04-08

PYLD

PIMCO ETF TR

-33.46%

Shares2.1M

Event2026-03-31

Filed2026-04-08

JCPB

J P MORGAN EXCHANGE TRADED F

-44.48%

Shares1.2M

Event2026-03-31

Filed2026-04-08

GILD

GILEAD SCIENCES INC

-22.65%

Shares489.8K

Event2026-03-31

Filed2026-04-08

CGDV

CAPITAL GROUP DIVIDEND VALUE

-28.61%

Shares1.3M

Event2026-03-31

Filed2026-04-08

FEGE

RBB FUND TRUST

-38.80%

Shares1.2M

Event2026-03-31

Filed2026-04-08

WELL

WELLTOWER INC

41.04%

Shares275.1K

Event2026-03-31

Filed2026-04-08

SPDW

SPDR INDEX SHS FDS

-41.18%

Shares1.2M

Event2026-03-31

Filed2026-04-08

IWR

ISHARES TR

-35.43%

Shares554.4K

Event2026-03-31

Filed2026-04-08

DIS

DISNEY WALT CO

-28.86%

Shares689.0K

Event2026-03-31

Filed2026-04-08

SCHG

SCHWAB STRATEGIC TR

-40.53%

Shares1.8M

Event2026-03-31

Filed2026-04-08

NEE

NEXTERA ENERGY INC

6.93%

Shares613.9K

Event2026-03-31

Filed2026-04-08

MMM

3M CO

-41.75%

Shares374.9K

Event2026-03-31

Filed2026-04-08

MBB

ISHARES TR

163.13%

Shares561.6K

Event2026-03-31

Filed2026-04-08

QUAL

ISHARES TR

-20.48%

Shares274.2K

Event2026-03-31

Filed2026-04-08

MUB

ISHARES TR

-40.07%

Shares492.2K

Event2026-03-31

Filed2026-04-08

PNC

PNC FINL SVCS GROUP INC

-25.28%

Shares254.3K

Event2026-03-31

Filed2026-04-08

HWM

HOWMET AEROSPACE INC

297.21%

Shares238.3K

Event2026-03-31

Filed2026-04-08

PGR

PROGRESSIVE CORP

-38.13%

Shares268.1K

Event2026-03-31

Filed2026-04-08

UNH

UNITEDHEALTH GROUP INC

-19.61%

Shares200.9K

Event2026-03-31

Filed2026-04-08

VYM

VANGUARD WHITEHALL FDS

-29.95%

Shares345.5K

Event2026-03-31

Filed2026-04-08

AVUS

AMERICAN CENTY ETF TR

-24.39%

Shares455.2K

Event2026-03-31

Filed2026-04-08

SCHZ

SCHWAB STRATEGIC TR

-44.51%

Shares2.2M

Event2026-03-31

Filed2026-04-08

CENCORA INC

-43.49%

Shares157.0K

Event2026-03-31

Filed2026-04-08

LOW

LOWES COS INC

-26.27%

Shares299.0K

Event2026-03-31

Filed2026-04-08

TSM

TAIWAN SEMICONDUCTOR MFG LTD

48.07%

Shares350.2K

Event2026-03-31

Filed2026-04-08

TRV

TRAVELERS COMPANIES INC

-21.88%

Shares171.9K

Event2026-03-31

Filed2026-04-08

CME

CME GROUP INC

-23.72%

Shares170.9K

Event2026-03-31

Filed2026-04-08

COWZ

PACER FDS TR

-43.93%

Shares785.8K

Event2026-03-31

Filed2026-04-08

HDEF

DBX ETF TR

-14.74%

Shares1.5M

Event2026-03-31

Filed2026-04-08

JMBS

JANUS DETROIT STR TR

-43.32%

Shares1.1M

Event2026-03-31

Filed2026-04-08

HON

HONEYWELL INTL INC

-13.11%

Shares279.8K

Event2026-03-31

Filed2026-04-08

BOEING CO

-21.30%

Shares276.9K

Event2026-03-31

Filed2026-04-08

TOTL

SSGA ACTIVE ETF TR

-43.20%

Shares1.2M

Event2026-03-31

Filed2026-04-08

CGGO

CAPITAL GROUP GBL GROWTH EQT

-30.93%

Shares1.4M

Event2026-03-31

Filed2026-04-08

GENERAL DYNAMICS CORP

-8.69%

Shares175.4K

Event2026-03-31

Filed2026-04-08

CGBL

CAPITAL GROUP CORE BALANCED

-33.52%

Shares1.3M

Event2026-03-31

Filed2026-04-08

ONOF

GLOBAL X FDS

-52.07%

Shares1.3M

Event2026-03-31

Filed2026-04-08

ROST

ROSS STORES INC

138.00%

Shares215.2K

Event2026-03-31

Filed2026-04-08

APD

AIR PRODS & CHEMS INC

-28.73%

Shares172.5K

Event2026-03-31

Filed2026-04-08

AMAT

APPLIED MATLS INC

47.87%

Shares295.0K

Event2026-03-31

Filed2026-04-08

AVUV

AMERICAN CENTY ETF TR

-2.14%

Shares406.9K

Event2026-03-31

Filed2026-04-08

XLK

SELECT SECTOR SPDR TR

-43.85%

Shares335.3K

Event2026-03-31

Filed2026-04-08

SCHP

SCHWAB STRATEGIC TR

-33.66%

Shares1.7M

Event2026-03-31

Filed2026-04-08

ALTRIA GROUP INC

-24.42%

Shares686.4K

Event2026-03-31

Filed2026-04-08

SOUTHERN CO

-31.62%

Shares466.3K

Event2026-03-31

Filed2026-04-08

CMCSA

COMCAST CORP NEW

82.69%

Shares1.6M

Event2026-03-31

Filed2026-04-08

WINN

HARBOR ETF TRUST

-44.67%

Shares1.6M

Event2026-03-31

Filed2026-04-08

TCAF

T ROWE PRICE ETF INC

-42.31%

Shares1.2M

Event2026-03-31

Filed2026-04-08

PMBS

PIMCO ETF TR

-44.16%

Shares898.1K

Event2026-03-31

Filed2026-04-08

HII

HUNTINGTON INGALLS INDS INC

-32.85%

Shares113.0K

Event2026-03-31

Filed2026-04-08

DVN

DEVON ENERGY CORP NEW

-32.38%

Shares897.7K

Event2026-03-31

Filed2026-04-08

DFAI

DIMENSIONAL ETF TRUST

-42.21%

Shares1.1M

Event2026-03-31

Filed2026-04-08

JEPI

J P MORGAN EXCHANGE TRADED F

-43.99%

Shares769.5K

Event2026-03-31

Filed2026-04-08

IWO

ISHARES TR

-24.04%

Shares136.4K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-34.53%

Shares149.3K

Event2026-03-31

Filed2026-04-08

DHI

D R HORTON INC

-44.56%

Shares315.7K

Event2026-03-31

Filed2026-04-08

PDBC

INVESCO ACTVELY MNGD ETC FD

107.92%

Shares2.4M

Event2026-03-31

Filed2026-04-08

AEP

AMERICAN ELEC PWR CO INC

-22.69%

Shares340.0K

Event2026-03-31

Filed2026-04-08

TBIL

RBB FD INC

-54.21%

Shares849.6K

Event2026-03-31

Filed2026-04-08

SCHE

SCHWAB STRATEGIC TR

-42.36%

Shares1.3M

Event2026-03-31

Filed2026-04-08

AMD

ADVANCED MICRO DEVICES INC

33.85%

Shares297.2K

Event2026-03-31

Filed2026-04-08

DWAS

INVESCO EXCH TRADED FD TR II

-91.02%

Shares405.7K

Event2026-03-31

Filed2026-04-08

IWN

ISHARES TR

-14.12%

Shares211.1K

Event2026-03-31

Filed2026-04-08

ALL

ALLSTATE CORP

-16.64%

Shares204.5K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-28.61%

Shares133.7K

Event2026-03-31

Filed2026-04-08

NOW

SERVICENOW INC

-4.30%

Shares408.0K

Event2026-03-31

Filed2026-04-08

IUSV

ISHARES TR

-13.44%

Shares390.7K

Event2026-03-31

Filed2026-04-08

ITOT

ISHARES TR

-37.29%

Shares288.2K

Event2026-03-31

Filed2026-04-08

CITIGROUP INC

15.72%

Shares473.3K

Event2026-03-31

Filed2026-04-08

PHYS

SPROTT ASSET MANAGEMENT LP

-5.07%

Shares1.1M

Event2026-03-31

Filed2026-04-08

INVESCO EXCHANGE TRADED FD T

-68.25%

Shares822.0K

Event2026-03-31

Filed2026-04-08

PCAR

PACCAR INC

-19.89%

Shares332.3K

Event2026-03-31

Filed2026-04-08

FAST

FASTENAL CO

-41.24%

Shares866.5K

Event2026-03-31

Filed2026-04-08

EFV

ISHARES TR

49.47%

Shares517.5K

Event2026-03-31

Filed2026-04-08

INTC

INTEL CORP

-0.14%

Shares856.0K

Event2026-03-31

Filed2026-04-08

ACWI

ISHARES TR

-9.17%

Shares277.6K

Event2026-03-31

Filed2026-04-08

FDX

FEDEX CORP

-14.68%

Shares113.7K

Event2026-03-31

Filed2026-04-08

HTRB

HARTFORD FDS EXCHANGE TRADED

-35.22%

Shares1.1M

Event2026-03-31

Filed2026-04-08

MGNR

AMERICAN BEACON SELECT FUNDS

-42.77%

Shares742.2K

Event2026-03-31

Filed2026-04-08

IGSB

ISHARES TR

8.40%

Shares730.0K

Event2026-03-31

Filed2026-04-08

VGT

VANGUARD WORLD FD

-26.68%

Shares61.4K

Event2026-03-31

Filed2026-04-08

OMFL

INVESCO EXCH TRD SLF IDX FD

-36.88%

Shares620.9K

Event2026-03-31

Filed2026-04-08

ISRG

INTUITIVE SURGICAL INC

-29.18%

Shares99.8K

Event2026-03-31

Filed2026-04-08

VMBS

VANGUARD SCOTTSDALE FDS

-38.98%

Shares800.1K

Event2026-03-31

Filed2026-04-08

SPYG

SPDR SERIES TRUST

-31.73%

Shares376.5K

Event2026-03-31

Filed2026-04-08

PANW

PALO ALTO NETWORKS INC

-19.58%

Shares370.4K

Event2026-03-31

Filed2026-04-08

MORGAN STANLEY ETF TRUST

New

Shares748.9K

Event2026-03-31

Filed2026-04-08

THE CIGNA GROUP

55.06%

Shares147.3K

Event2026-03-31

Filed2026-04-08

IVE

ISHARES TR

83.61%

Shares181.1K

Event2026-03-31

Filed2026-04-08

AMT

AMERICAN TOWER CORP NEW

4.47%

Shares213.1K

Event2026-03-31

Filed2026-04-08

ACCENTURE PLC IRELAND

-25.06%

Shares245.4K

Event2026-03-31

Filed2026-04-08

JSI

JANUS DETROIT STR TR

-45.77%

Shares708.6K

Event2026-03-31

Filed2026-04-08

IWM

ISHARES TR

-23.90%

Shares148.5K

Event2026-03-31

Filed2026-04-08

SPMO

INVESCO EXCH TRADED FD TR II

-46.49%

Shares317.8K

Event2026-03-31

Filed2026-04-08

DEERE & CO

2.40%

Shares100.3K

Event2026-03-31

Filed2026-04-08

IVZ

INVESCO LTD

-21.14%

Shares1.5M

Event2026-03-31

Filed2026-04-08

CGMS

CAPITAL GRP FIXED INCM ETF T

-26.45%

Shares1.3M

Event2026-03-31

Filed2026-04-08

MGK

VANGUARD WORLD FD

-32.44%

Shares93.8K

Event2026-03-31

Filed2026-04-08

GSLC

GOLDMAN SACHS ETF TR

-45.41%

Shares273.2K

Event2026-03-31

Filed2026-04-08

ADBE

ADOBE INC

-6.55%

Shares166.3K

Event2026-03-31

Filed2026-04-08

ISHARES GOLD TR

30.71%

Shares600.5K

Event2026-03-31

Filed2026-04-08

CRWD

CROWDSTRIKE HLDGS INC

-33.84%

Shares91.0K

Event2026-03-31

Filed2026-04-08

SCCO

SOUTHERN COPPER CORP

887.98%

Shares192.3K

Event2026-03-31

Filed2026-04-08

NEM

NEWMONT CORP

8.48%

Shares304.7K

Event2026-03-31

Filed2026-04-08

ADP

AUTOMATIC DATA PROCESSING IN

-30.60%

Shares165.2K

Event2026-03-31

Filed2026-04-08

FIX

COMFORT SYS USA INC

37.54%

Shares25.7K

Event2026-03-31

Filed2026-04-08

JQUA

J P MORGAN EXCHANGE TRADED F

-16.36%

Shares530.6K

Event2026-03-31

Filed2026-04-08

SYK

STRYKER CORPORATION

-11.49%

Shares137.4K

Event2026-03-31

Filed2026-04-08

SDY

SPDR SERIES TRUST

-39.95%

Shares223.6K

Event2026-03-31

Filed2026-04-08

PVAL

PUTNAM ETF TRUST

-30.97%

Shares699.9K

Event2026-03-31

Filed2026-04-08

VCSH

VANGUARD SCOTTSDALE FDS

-15.79%

Shares415.5K

Event2026-03-31

Filed2026-04-08

SHY

ISHARES TR

-22.18%

Shares441.7K

Event2026-03-31

Filed2026-04-08

SBUX

STARBUCKS CORP

0.32%

Shares439.7K

Event2026-03-31

Filed2026-04-08

EPD

ENTERPRISE PRODS PARTNERS L

-29.83%

Shares838.5K

Event2026-03-31

Filed2026-04-08

VRT

VERTIV HOLDINGS CO

-19.27%

Shares127.3K

Event2026-03-31

Filed2026-04-08

LINDE PLC

31.53%

Shares107.3K

Event2026-03-31

Filed2026-04-08

KMI

KINDER MORGAN INC DEL

29.76%

Shares1.5M

Event2026-03-31

Filed2026-04-08

IUSB

ISHARES TR

365.06%

Shares654.8K

Event2026-03-31

Filed2026-04-08

DHR

DANAHER CORPORATION

-27.72%

Shares163.7K

Event2026-03-31

Filed2026-04-08

USB

US BANCORP DEL

-35.32%

Shares581.7K

Event2026-03-31

Filed2026-04-08

DIA

SPDR DOW JONES INDL AVERAGE

-33.43%

Shares66.0K

Event2026-03-31

Filed2026-04-08

HDV

ISHARES TR

-16.16%

Shares223.6K

Event2026-03-31

Filed2026-04-08

CGCP

CAPITAL GRP FIXED INCM ETF T

-10.32%

Shares1.3M

Event2026-03-31

Filed2026-04-08

YUM

YUM BRANDS INC

12.63%

Shares264.7K

Event2026-03-31

Filed2026-04-08

TOL

TOLL BROTHERS INC

-30.14%

Shares239.7K

Event2026-03-31

Filed2026-04-08

XEL

XCEL ENERGY INC

-36.04%

Shares366.2K

Event2026-03-31

Filed2026-04-08

FLS

FLOWSERVE CORP

-40.67%

Shares391.4K

Event2026-03-31

Filed2026-04-08

JAAA

JANUS DETROIT STR TR

-48.46%

Shares569.9K

Event2026-03-31

Filed2026-04-08

TLH

ISHARES TR

48.42%

Shares285.3K

Event2026-03-31

Filed2026-04-08

ARISTA NETWORKS INC

-15.91%

Shares242.6K

Event2026-03-31

Filed2026-04-08

BOND

PIMCO ETF TR

-36.08%

Shares309.3K

Event2026-03-31

Filed2026-04-08

MDY

SPDR S&P MIDCAP 400 ETF TR

-47.46%

Shares45.7K

Event2026-03-31

Filed2026-04-08

REALTY INCOME CORP

-38.58%

Shares460.4K

Event2026-03-31

Filed2026-04-08

CGV

TWO RDS SHARED TR

-43.22%

Shares1.8M

Event2026-03-31

Filed2026-04-08

TFC

TRUIST FINL CORP

-26.39%

Shares598.0K

Event2026-03-31

Filed2026-04-08

WULF

TERAWULF INC

161.39%

Shares1.9M

Event2026-03-31

Filed2026-04-08

BLACKROCK INC

32.95%

Shares49.2K

Event2026-03-31

Filed2026-04-08

UNP

UNION PAC CORP

15.81%

Shares181.2K

Event2026-03-31

Filed2026-04-08

CARR

CARRIER GLOBAL CORPORATION

-2.60%

Shares569.1K

Event2026-03-31

Filed2026-04-08

BIL

SPDR SERIES TRUST

2.27%

Shares346.3K

Event2026-03-31

Filed2026-04-08

PROFESIONALLY MANAGED PORTFO

-27.23%

Shares523.4K

Event2026-03-31

Filed2026-04-08

VEU

VANGUARD INTL EQUITY INDEX F

-29.44%

Shares365.3K

Event2026-03-31

Filed2026-04-08

VOE

VANGUARD INDEX FDS

-39.38%

Shares148.6K

Event2026-03-31

Filed2026-04-08

ESGU

ISHARES TR

-8.57%

Shares192.4K

Event2026-03-31

Filed2026-04-08

DGRO

ISHARES TR

-33.10%

Shares388.1K

Event2026-03-31

Filed2026-04-08

BANK NEW YORK MELLON CORP

-46.97%

Shares225.3K

Event2026-03-31

Filed2026-04-08

COP

CONOCOPHILLIPS

-14.32%

Shares242.0K

Event2026-03-31

Filed2026-04-08

VONG

VANGUARD SCOTTSDALE FDS

-33.08%

Shares240.8K

Event2026-03-31

Filed2026-04-08

EIX

EDISON INTL

31.81%

Shares394.4K

Event2026-03-31

Filed2026-04-08

BSV

VANGUARD BD INDEX FDS

-35.14%

Shares343.2K

Event2026-03-31

Filed2026-04-08

MOAT

VANECK ETF TRUST

-19.91%

Shares284.7K

Event2026-03-31

Filed2026-04-08

DFAE

DIMENSIONAL ETF TRUST

-39.25%

Shares763.5K

Event2026-03-31

Filed2026-04-08

CMI

CUMMINS INC

-6.80%

Shares48.5K

Event2026-03-31

Filed2026-04-08

TMO

THERMO FISHER SCIENTIFIC INC

-32.07%

Shares90.6K

Event2026-03-31

Filed2026-04-08

WDC

WESTERN DIGITAL CORP

26.10%

Shares94.4K

Event2026-03-31

Filed2026-04-08

INTU

INTUIT

200.73%

Shares128.8K

Event2026-03-31

Filed2026-04-08

RDVY

FIRST TR EXCHANGE TRADED FD

26.26%

Shares370.7K

Event2026-03-31

Filed2026-04-08

USRT

ISHARES TR

-13.94%

Shares420.3K

Event2026-03-31

Filed2026-04-08

ESUM

STRATEGY SHS

-34.25%

Shares955.5K

Event2026-03-31

Filed2026-04-08

PSC

PRINCIPAL EXCHANGE TRADED FD

-45.49%

Shares433.9K

Event2026-03-31

Filed2026-04-08

SMMU

PIMCO ETF TR

-31.38%

Shares497.1K

Event2026-03-31

Filed2026-04-08

CVS

CVS HEALTH CORP

-15.82%

Shares367.1K

Event2026-03-31

Filed2026-04-08

GPIQ

GOLDMAN SACHS ETF TR

-21.80%

Shares499.8K

Event2026-03-31

Filed2026-04-08

CGCV

CAPITAL GROUP CONSERVATIVE E

0.32%

Shares831.1K

Event2026-03-31

Filed2026-04-08

CONSOLIDATED EDISON INC

-27.82%

Shares225.5K

Event2026-03-31

Filed2026-04-08

CGCB

CAPITAL GRP FIXED INCM ETF T

54.62%

Shares940.1K

Event2026-03-31

Filed2026-04-08

PFF

ISHARES TR

-17.75%

Shares850.2K

Event2026-03-31

Filed2026-04-08

DFLV

DIMENSIONAL ETF TRUST

-43.09%

Shares686.2K

Event2026-03-31

Filed2026-04-08

SPMD

SPDR SERIES TRUST

9.98%

Shares510.1K

Event2026-03-31

Filed2026-04-08

SPGI

S&P GLOBAL INC

-30.83%

Shares61.5K

Event2026-03-31

Filed2026-04-08

AVEM

AMERICAN CENTY ETF TR

12.49%

Shares302.9K

Event2026-03-31

Filed2026-04-08

MAS

MASCO CORP

-42.87%

Shares418.7K

Event2026-03-31

Filed2026-04-08

DFSV

DIMENSIONAL ETF TRUST

-29.65%

Shares689.5K

Event2026-03-31

Filed2026-04-08

MTG

MGIC INVT CORP WIS

-41.42%

Shares949.8K

Event2026-03-31

Filed2026-04-08

PWR

QUANTA SVCS INC

-4.28%

Shares68.1K

Event2026-03-31

Filed2026-04-08

BLACKSTONE INC

-49.79%

Shares233.8K

Event2026-03-31

Filed2026-04-08

DFVX

DIMENSIONAL ETF TRUST

50.52%

Shares322.1K

Event2026-03-31

Filed2026-04-08

PCG

PG&E CORP

48.41%

Shares1.5M

Event2026-03-31

Filed2026-04-08

OAKM

HARRIS OAKMARK ETF TRUST

-43.51%

Shares871.0K

Event2026-03-31

Filed2026-04-08

EOG

EOG RES INC

-17.77%

Shares183.9K

Event2026-03-31

Filed2026-04-08

ITW

ILLINOIS TOOL WKS INC

13.59%

Shares140.1K

Event2026-03-31

Filed2026-04-08

CHRW

C H ROBINSON WORLDWIDE INC

37.11%

Shares142.3K

Event2026-03-31

Filed2026-04-08

CSX

CSX CORP

21.84%

Shares984.8K

Event2026-03-31

Filed2026-04-08

VBK

VANGUARD INDEX FDS

-22.81%

Shares77.5K

Event2026-03-31

Filed2026-04-08

DOMINION ENERGY INC

-17.76%

Shares379.5K

Event2026-03-31

Filed2026-04-08

ECL

ECOLAB INC

-24.55%

Shares91.5K

Event2026-03-31

Filed2026-04-08

TEX

TEREX CORP NEW

-56.19%

Shares416.9K

Event2026-03-31

Filed2026-04-08

AFL

AFLAC INC

-14.34%

Shares216.4K

Event2026-03-31

Filed2026-04-08

DVY

ISHARES TR

-23.03%

Shares163.3K

Event2026-03-31

Filed2026-04-08

ESGD

ISHARES TR

-2.92%

Shares244.7K

Event2026-03-31

Filed2026-04-08

EQT CORP

-41.09%

Shares391.7K

Event2026-03-31

Filed2026-04-08

VOT

VANGUARD INDEX FDS

-40.72%

Shares88.8K

Event2026-03-31

Filed2026-04-08

SUSL

ISHARES TR

-20.55%

Shares202.2K

Event2026-03-31

Filed2026-04-08

HYRM

DBX ETF TR

-48.12%

Shares1.0M

Event2026-03-31

Filed2026-04-08

EAGG

ISHARES TR

-12.82%

Shares497.8K

Event2026-03-31

Filed2026-04-08

SPEM

SPDR INDEX SHS FDS

-38.00%

Shares491.5K

Event2026-03-31

Filed2026-04-08

SDVY

FIRST TR EXCHANGE-TRADED FD

-4.19%

Shares571.0K

Event2026-03-31

Filed2026-04-08

CRM

SALESFORCE INC

-4.29%

Shares190.8K

Event2026-03-31

Filed2026-04-08

WTV

WISDOMTREE TR

-32.38%

Shares238.0K

Event2026-03-31

Filed2026-04-08

MDLZ

MONDELEZ INTL INC

-31.79%

Shares403.7K

Event2026-03-31

Filed2026-04-08

QSR

RESTAURANT BRANDS INTL INC

12.10%

Shares294.6K

Event2026-03-31

Filed2026-04-08

FCX

FREEPORT-MCMORAN INC

103.81%

Shares715.4K

Event2026-03-31

Filed2026-04-08

ANGLOGOLD ASHANTI PLC

-25.86%

Shares337.3K

Event2026-03-31

Filed2026-04-08

PSX

PHILLIPS 66

-4.39%

Shares144.6K

Event2026-03-31

Filed2026-04-08

AVAV

AEROVIRONMENT INC

-31.29%

Shares118.3K

Event2026-03-31

Filed2026-04-08

MPC

MARATHON PETE CORP

-23.41%

Shares95.5K

Event2026-03-31

Filed2026-04-08

EXC

EXELON CORP

18.80%

Shares679.6K

Event2026-03-31

Filed2026-04-08

EEM

ISHARES TR

-14.55%

Shares417.5K

Event2026-03-31

Filed2026-04-08

PSA

PUBLIC STORAGE OPER CO

-16.01%

Shares77.1K

Event2026-03-31

Filed2026-04-08

FDVV

FIDELITY COVINGTON TRUST

50.82%

Shares381.7K

Event2026-03-31

Filed2026-04-08

ORI

OLD REP INTL CORP

-24.89%

Shares532.5K

Event2026-03-31

Filed2026-04-08

JEPQ

J P MORGAN EXCHANGE TRADED F

-36.66%

Shares380.8K

Event2026-03-31

Filed2026-04-08

GLTR

ABRDN PRECIOUS METALS BASKET

-51.75%

Shares97.7K

Event2026-03-31

Filed2026-04-08

IXUS

ISHARES TR

-36.04%

Shares241.7K

Event2026-03-31

Filed2026-04-08

REGN

REGENERON PHARMACEUTICALS

68.12%

Shares37.6K

Event2026-03-31

Filed2026-04-08

ADSK

AUTODESK INC

33.31%

Shares88.0K

Event2026-03-31

Filed2026-04-08

EMR

EMERSON ELEC CO

-29.76%

Shares236.8K

Event2026-03-31

Filed2026-04-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

-50.00%

Shares33

Event2026-03-31

Filed2026-04-08

NVS

NOVARTIS AG

-20.71%

Shares147.8K

Event2026-03-31

Filed2026-04-08

OKE

ONEOK INC NEW

-15.00%

Shares234.5K

Event2026-03-31

Filed2026-04-08

IVLU

ISHARES TR

-19.33%

Shares515.6K

Event2026-03-31

Filed2026-04-08

SUB

ISHARES TR

-25.26%

Shares197.8K

Event2026-03-31

Filed2026-04-08

PSLV

SPROTT ASSET MANAGEMENT LP

4.33%

Shares874.9K

Event2026-03-31

Filed2026-04-08

POCT

INNOVATOR ETFS TRUST

-42.92%

Shares474.9K

Event2026-03-31

Filed2026-04-08

WEC ENERGY GROUP INC

-40.46%

Shares174.5K

Event2026-03-31

Filed2026-04-08

JPIN

J P MORGAN EXCHANGE TRADED F

-39.10%

Shares286.4K

Event2026-03-31

Filed2026-04-08

HOOD

ROBINHOOD MKTS INC

-16.99%

Shares303.4K

Event2026-03-31

Filed2026-04-08

EBAY

EBAY INC.

-35.18%

Shares225.0K

Event2026-03-31

Filed2026-04-08

DFAX

DIMENSIONAL ETF TRUST

-21.00%

Shares593.3K

Event2026-03-31

Filed2026-04-08

CGUS

CAPITAL GROUP CORE EQUITY ET

-25.30%

Shares523.0K

Event2026-03-31

Filed2026-04-08

SNDK

SANDISK CORP

-2.68%

Shares30.8K

Event2026-03-31

Filed2026-04-08

VLO

VALERO ENERGY CORP

57.51%

Shares162.3K

Event2026-03-31

Filed2026-04-08

SLYV

SPDR SERIES TRUST

-47.30%

Shares211.8K

Event2026-03-31

Filed2026-04-08

SPIB

SPDR SERIES TRUST

3.17%

Shares895.3K

Event2026-03-31

Filed2026-04-08

JMST

J P MORGAN EXCHANGE TRADED F

-68.96%

Shares393.8K

Event2026-03-31

Filed2026-04-08

EFG

ISHARES TR

15.28%

Shares176.4K

Event2026-03-31

Filed2026-04-08

COF

CAPITAL ONE FINL CORP

33.61%

Shares181.5K

Event2026-03-31

Filed2026-04-08

INVESCO EXCH TRADED FD TR II

-32.17%

Shares267.9K

Event2026-03-31

Filed2026-04-08

ALPS ETF TR

-13.75%

Shares374.5K

Event2026-03-31

Filed2026-04-08

FTI

TECHNIPFMC PLC

38.04%

Shares304.0K

Event2026-03-31

Filed2026-04-08

SOXX

ISHARES TR

29.95%

Shares57.5K

Event2026-03-31

Filed2026-04-08

GENERAL MTRS CO

15.69%

Shares280.1K

Event2026-03-31

Filed2026-04-08

FTSM

FIRST TR EXCHANGE-TRADED FD

-20.94%

Shares323.9K

Event2026-03-31

Filed2026-04-08

AIQ

GLOBAL X FDS

-44.34%

Shares409.7K

Event2026-03-31

Filed2026-04-08

TMSL

T ROWE PRICE ETF INC

-41.76%

Shares523.4K

Event2026-03-31

Filed2026-04-08

AZO

AUTOZONE INC

-1.06%

Shares5.7K

Event2026-03-31

Filed2026-04-08

INVESCO EXCHANGE TRADED FD T

-28.84%

Shares412.1K

Event2026-03-31

Filed2026-04-08

DEM

WISDOMTREE TR

-16.23%

Shares393.3K

Event2026-03-31

Filed2026-04-08

DYNF

BLACKROCK ETF TRUST

500.24%

Shares324.0K

Event2026-03-31

Filed2026-04-08

VONE

VANGUARD SCOTTSDALE FDS

-34.60%

Shares63.8K

Event2026-03-31

Filed2026-04-08

ITM

VANECK ETF TRUST

-31.99%

Shares403.4K

Event2026-03-31

Filed2026-04-08

RGLD

ROYAL GOLD INC

119.29%

Shares73.4K

Event2026-03-31

Filed2026-04-08

COLGATE PALMOLIVE CO

-26.44%

Shares221.8K

Event2026-03-31

Filed2026-04-08

VGLT

VANGUARD SCOTTSDALE FDS

-39.12%

Shares334.3K

Event2026-03-31

Filed2026-04-08

ELV

ELEVANCE HEALTH INC FORMERLY

41.44%

Shares62.6K

Event2026-03-31

Filed2026-04-08

ITA

ISHARES TR

-45.59%

Shares82.8K

Event2026-03-31

Filed2026-04-08

BKNG

BOOKING HOLDINGS INC

1339.53%

Shares118.3K

Event2026-03-31

Filed2026-04-08

IEI

ISHARES TR

-33.19%

Shares180.9K

Event2026-03-31

Filed2026-04-08

ORLY

OREILLY AUTOMOTIVE INC

8.00%

Shares214.9K

Event2026-03-31

Filed2026-04-08

INCM

FRANKLIN TEMPLETON ETF TR

-12.76%

Shares626.8K

Event2026-03-31

Filed2026-04-08

MMC

MARSH & MCLENNAN COS INC

27.10%

Shares109.9K

Event2026-03-31

Filed2026-04-08

SHW

SHERWIN WILLIAMS CO

-49.97%

Shares55.1K

Event2026-03-31

Filed2026-04-08

WWD

WOODWARD INC

121.24%

Shares49.7K

Event2026-03-31

Filed2026-04-08

DFAS

DIMENSIONAL ETF TRUST

-23.73%

Shares302.8K

Event2026-03-31

Filed2026-04-08

IDMO

INVESCO EXCH TRADED FD TR II

8.15%

Shares319.9K

Event2026-03-31

Filed2026-04-08

MCHP

MICROCHIP TECHNOLOGY INC.

-30.48%

Shares272.2K

Event2026-03-31

Filed2026-04-08

DFSU

DIMENSIONAL ETF TRUST

-10.99%

Shares429.9K

Event2026-03-31

Filed2026-04-08

TGT

TARGET CORP

-11.22%

Shares155.8K

Event2026-03-31

Filed2026-04-08

FTNT

FORTINET INC

53.83%

Shares261.5K

Event2026-03-31

Filed2026-04-08

VRTX

VERTEX PHARMACEUTICALS INC

-49.94%

Shares40.7K

Event2026-03-31

Filed2026-04-08

DOX

AMDOCS LTD

-18.55%

Shares264.3K

Event2026-03-31

Filed2026-04-08

JCI

JOHNSON CTLS INTL PLC

37.37%

Shares146.6K

Event2026-03-31

Filed2026-04-08

UBER

UBER TECHNOLOGIES INC

-16.33%

Shares245.3K

Event2026-03-31

Filed2026-04-08

ABNB

AIRBNB INC

40.88%

Shares153.0K

Event2026-03-31

Filed2026-04-08

XLRE

SELECT SECTOR SPDR TR

-36.80%

Shares412.6K

Event2026-03-31

Filed2026-04-08

ROL

ROLLINS INC

-29.02%

Shares320.7K

Event2026-03-31

Filed2026-04-08

IYW

ISHARES TR

-23.29%

Shares92.0K

Event2026-03-31

Filed2026-04-08

CNC

CENTENE CORP DEL

15.58%

Shares547.6K

Event2026-03-31

Filed2026-04-08

QLTY

GMO ETF TRUST

-38.83%

Shares465.1K

Event2026-03-31

Filed2026-04-08

XLV

SELECT SECTOR SPDR TR

-30.25%

Shares115.9K

Event2026-03-31

Filed2026-04-08

NTSX

WISDOMTREE TR

-32.29%

Shares323.4K

Event2026-03-31

Filed2026-04-08

ENB

ENBRIDGE INC

-40.27%

Shares306.2K

Event2026-03-31

Filed2026-04-08

TRANE TECHNOLOGIES PLC

-23.55%

Shares40.0K

Event2026-03-31

Filed2026-04-08

ELECTRONIC ARTS INC

223.24%

Shares83.6K

Event2026-03-31

Filed2026-04-08

SPSM

SPDR SERIES TRUST

-38.11%

Shares336.9K

Event2026-03-31

Filed2026-04-08

DAL

DELTA AIR LINES INC DEL

18.72%

Shares264.9K

Event2026-03-31

Filed2026-04-08

DISV

DIMENSIONAL ETF TRUST

-32.89%

Shares414.2K

Event2026-03-31

Filed2026-04-08

RDN

RADIAN GROUP INC

-44.42%

Shares498.5K

Event2026-03-31

Filed2026-04-08

FBND

FIDELITY MERRIMACK STR TR

76.18%

Shares356.7K

Event2026-03-31

Filed2026-04-08

MOELIS & CO

-25.67%

Shares283.5K

Event2026-03-31

Filed2026-04-08

PIZ

INVESCO EXCH TRADED FD TR II

-40.97%

Shares317.2K

Event2026-03-31

Filed2026-04-08

PARKER-HANNIFIN CORP

30.48%

Shares43.2K

Event2026-03-31

Filed2026-04-08

WMB

WILLIAMS COS INC

-47.02%

Shares220.9K

Event2026-03-31

Filed2026-04-08

USFR

WISDOMTREE TR

-58.82%

Shares313.7K

Event2026-03-31

Filed2026-04-08

ASML

ASML HOLDING N V

-58.63%

Shares14.4K

Event2026-03-31

Filed2026-04-08

BNDX

VANGUARD CHARLOTTE FDS

-17.34%

Shares327.3K

Event2026-03-31

Filed2026-04-08

AIG

AMERICAN INTL GROUP INC

-30.52%

Shares220.5K

Event2026-03-31

Filed2026-04-08

OUNZ

VANECK MERK GOLD ETF

-47.18%

Shares345.8K

Event2026-03-31

Filed2026-04-08

ENERGY TRANSFER L P

-25.10%

Shares817.5K

Event2026-03-31

Filed2026-04-08

VICI

VICI PPTYS INC

-36.11%

Shares569.4K

Event2026-03-31

Filed2026-04-08

ILCB

ISHARES TR

1.93%

Shares168.7K

Event2026-03-31

Filed2026-04-08

KROGER CO

-58.36%

Shares218.2K

Event2026-03-31

Filed2026-04-08

NBSD

NEUBERGER BERMAN ETF TRUST

-32.96%

Shares299.9K

Event2026-03-31

Filed2026-04-08

CGSD

CAPITAL GRP FIXED INCM ETF T

-28.93%

Shares588.9K

Event2026-03-31

Filed2026-04-08

HACK

AMPLIFY ETF TR

-35.74%

Shares196.5K

Event2026-03-31

Filed2026-04-08

MAR

MARRIOTT INTL INC NEW

-1.97%

Shares46.8K

Event2026-03-31

Filed2026-04-08

ILCG

ISHARES TR

52.32%

Shares155.9K

Event2026-03-31

Filed2026-04-08

DCI

DONALDSON INC

-18.88%

Shares175.7K

Event2026-03-31

Filed2026-04-08

TPR

TAPESTRY INC

2.48%

Shares112.3K

Event2026-03-31

Filed2026-04-08

ICOW

PACER FDS TR

-26.70%

Shares349.7K

Event2026-03-31

Filed2026-04-08

PJAN

INNOVATOR ETFS TRUST

193.79%

Shares320.9K

Event2026-03-31

Filed2026-04-08

TER

TERADYNE INC

26.43%

Shares53.9K

Event2026-03-31

Filed2026-04-08

GWW

WW GRAINGER INC

-75.14%

Shares13.5K

Event2026-03-31

Filed2026-04-08

WCMI

FIRST TR EXCHANGE-TRADED FD

-25.93%

Shares872.1K

Event2026-03-31

Filed2026-04-08

AWK

AMERICAN WTR WKS CO INC NEW

-17.78%

Shares106.6K

Event2026-03-31

Filed2026-04-08

DWM

WISDOMTREE TR

-37.28%

Shares208.2K

Event2026-03-31

Filed2026-04-08

DRI

DARDEN RESTAURANTS INC

-6.49%

Shares78.5K

Event2026-03-31

Filed2026-04-08

MINT

PIMCO ETF TR

-66.30%

Shares146.0K

Event2026-03-31

Filed2026-04-08

CWB

SPDR SERIES TRUST

-34.55%

Shares156.4K

Event2026-03-31

Filed2026-04-08

GPC

GENUINE PARTS CO

45.12%

Shares141.7K

Event2026-03-31

Filed2026-04-08

MGC

VANGUARD WORLD FD

-34.57%

Shares60.5K

Event2026-03-31

Filed2026-04-08

VGSH

VANGUARD SCOTTSDALE FDS

-45.95%

Shares246.2K

Event2026-03-31

Filed2026-04-08

LHX

L3HARRIS TECHNOLOGIES INC

58.41%

Shares85.8K

Event2026-03-31

Filed2026-04-08

JBHT

HUNT J B TRANS SVCS INC

31.34%

Shares74.6K

Event2026-03-31

Filed2026-04-08

XMMO

INVESCO EXCHANGE TRADED FD T

-38.56%

Shares95.9K

Event2026-03-31

Filed2026-04-08

STIP

ISHARES TR

-20.11%

Shares180.4K

Event2026-03-31

Filed2026-04-08

JACOBS SOLUTIONS INC

1.39%

Shares134.1K

Event2026-03-31

Filed2026-04-08

SPTL

SPDR SERIES TRUST

-41.04%

Shares528.6K

Event2026-03-31

Filed2026-04-08

SPGM

SPDR INDEX SHS FDS

23.47%

Shares181.3K

Event2026-03-31

Filed2026-04-08

DFCF

DIMENSIONAL ETF TRUST

1.73%

Shares325.5K

Event2026-03-31

Filed2026-04-08

VIGI

VANGUARD WHITEHALL FDS

-22.08%

Shares154.2K

Event2026-03-31

Filed2026-04-08

DELL

DELL TECHNOLOGIES INC

14.10%

Shares106.7K

Event2026-03-31

Filed2026-04-08

XLF

SELECT SECTOR SPDR TR

-16.23%

Shares327.7K

Event2026-03-31

Filed2026-04-08

HIG

HARTFORD INSURANCE GROUP INC

-38.62%

Shares112.0K

Event2026-03-31

Filed2026-04-08

AMP

AMERIPRISE FINL INC

14.16%

Shares37.8K

Event2026-03-31

Filed2026-04-08

RECS

COLUMBIA ETF TR I

0.75%

Shares344.7K

Event2026-03-31

Filed2026-04-08

DJP

BARCLAYS BANK PLC

-34.94%

Shares276.2K

Event2026-03-31

Filed2026-04-08

ILMN

ILLUMINA INC

7.43%

Shares113.1K

Event2026-03-31

Filed2026-04-08

IWV

ISHARES TR

-14.89%

Shares35.9K

Event2026-03-31

Filed2026-04-08

NSC

NORFOLK SOUTHN CORP

43.24%

Shares97.8K

Event2026-03-31

Filed2026-04-08

CGNG

CAPITAL GROUP NEW GEOGRAPHY

-2.53%

Shares417.1K

Event2026-03-31

Filed2026-04-08

EXPE

EXPEDIA GROUP INC

-14.62%

Shares60.9K

Event2026-03-31

Filed2026-04-08

SHEL

SHELL PLC

-55.51%

Shares142.4K

Event2026-03-31

Filed2026-04-08

INCY

INCYTE CORP

14.50%

Shares146.3K

Event2026-03-31

Filed2026-04-08

TSN

TYSON FOODS INC

106.24%

Shares214.0K

Event2026-03-31

Filed2026-04-08

ILCV

ISHARES TR

17.16%

Shares138.0K

Event2026-03-31

Filed2026-04-08

Call Option Holdings

INVESCO EXCHANGE TRADED FD T Call CallINVESCO EXCHANGE TRADED FD T16.5K shares0.00%2026-03-312026-04-08

GRAB Call CallGRAB HOLDINGS LIMITED10.0K shares-80.00%2026-03-312026-04-08

MO Call CallALTRIA GROUP INC24.8K shares50.18%2026-03-312026-04-08

DEFT Call CallDEFI TECHNOLOGIES INC14.0K sharesnew addition2026-03-312026-04-08

GLXY Call CallGALAXY DIGITAL INC.10.6K shares0.95%2026-03-312026-04-08

SPY Call CallSPDR S&P 500 ETF TR27.3K sharesnew addition2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T Call

INVESCO EXCHANGE TRADED FD T

0.00%

Shares16.5K

Event2026-03-31

Filed2026-04-08

GRAB Call

GRAB HOLDINGS LIMITED

-80.00%

Shares10.0K

Event2026-03-31

Filed2026-04-08

MO Call

ALTRIA GROUP INC

50.18%

Shares24.8K

Event2026-03-31

Filed2026-04-08

DEFT Call

DEFI TECHNOLOGIES INC

New

Shares14.0K

Event2026-03-31

Filed2026-04-08

GLXY Call

GALAXY DIGITAL INC.

0.95%

Shares10.6K

Event2026-03-31

Filed2026-04-08

SPY Call

SPDR S&P 500 ETF TR

New

Shares27.3K

Event2026-03-31

Filed2026-04-08

Put Option Holdings

AAPL Put PutAPPLE INC77.9K sharesnew addition2026-03-312026-04-08

NVDA Put PutNVIDIA CORPORATION28.2K sharesnew addition2026-03-312026-04-08

SPY Put PutSPDR S&P 500 ETF TR59.7K shares998.03%2026-03-312026-04-08

BROADCOM INC Put PutBROADCOM INC7.6K shares-47.95%2026-03-312026-04-08

INVESCO QQQ TR Put PutINVESCO QQQ TR19.5K sharesnew addition2026-03-312026-04-08

VTI Put PutVANGUARD INDEX FDS20.8K sharesnew addition2026-03-312026-04-08

GLD Put PutSPDR GOLD TR10.1K sharesnew addition2026-03-312026-04-08

NOC Put PutNORTHROP GRUMMAN CORP4.6K sharesnew addition2026-03-312026-04-08

XLE Put PutSELECT SECTOR SPDR TR10.0K sharesnew addition2026-03-312026-04-08

BSX Put PutBOSTON SCIENTIFIC CORP15.0K shares0.00%2026-03-312026-04-08

BMO Put PutBANK MONTREAL QUE24.0K shares0.00%2026-03-312026-04-08

CEG Put PutCONSTELLATION ENERGY CORP7.9K shares0.00%2026-03-312026-04-08

GLW Put PutCORNING INC15.0K sharesnew addition2026-03-312026-04-08

MSFT Put PutMICROSOFT CORP35.6K sharesnew addition2026-03-312026-04-08

NEM Put PutNEWMONT CORP30.3K sharesnew addition2026-03-312026-04-08

SHW Put PutSHERWIN WILLIAMS CO16.9K shares13.68%2026-03-312026-04-08

DIA Put PutSPDR DOW JONES INDL AVERAGE10.0K sharesnew addition2026-03-312026-04-08

UPS Put PutUNITED PARCEL SERVICE INC20.4K shares251.18%2026-03-312026-04-08

USB Put PutUS BANCORP DEL18.0K shares1860.78%2026-03-312026-04-08

AAPL Put

APPLE INC

New

Shares77.9K

Event2026-03-31

Filed2026-04-08

NVDA Put

NVIDIA CORPORATION

New

Shares28.2K

Event2026-03-31

Filed2026-04-08

SPY Put

SPDR S&P 500 ETF TR

998.03%

Shares59.7K

Event2026-03-31

Filed2026-04-08

BROADCOM INC Put

BROADCOM INC

-47.95%

Shares7.6K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR Put

INVESCO QQQ TR

New

Shares19.5K

Event2026-03-31

Filed2026-04-08

VTI Put

VANGUARD INDEX FDS

New

Shares20.8K

Event2026-03-31

Filed2026-04-08

GLD Put

SPDR GOLD TR

New

Shares10.1K

Event2026-03-31

Filed2026-04-08

NOC Put

NORTHROP GRUMMAN CORP

New

Shares4.6K

Event2026-03-31

Filed2026-04-08

XLE Put

SELECT SECTOR SPDR TR

New

Shares10.0K

Event2026-03-31

Filed2026-04-08

BSX Put

BOSTON SCIENTIFIC CORP

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-08

BMO Put

BANK MONTREAL QUE

0.00%

Shares24.0K

Event2026-03-31

Filed2026-04-08

CEG Put

CONSTELLATION ENERGY CORP

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-08

GLW Put

CORNING INC

New

Shares15.0K

Event2026-03-31

Filed2026-04-08

MSFT Put

MICROSOFT CORP

New

Shares35.6K

Event2026-03-31

Filed2026-04-08

NEM Put

NEWMONT CORP

New

Shares30.3K

Event2026-03-31

Filed2026-04-08

SHW Put

SHERWIN WILLIAMS CO

13.68%

Shares16.9K

Event2026-03-31

Filed2026-04-08

DIA Put

SPDR DOW JONES INDL AVERAGE

New

Shares10.0K

Event2026-03-31

Filed2026-04-08

UPS Put

UNITED PARCEL SERVICE INC

251.18%

Shares20.4K

Event2026-03-31

Filed2026-04-08

USB Put

US BANCORP DEL

1860.78%

Shares18.0K

Event2026-03-31

Filed2026-04-08