| Issuer | % of Class | Filed | ||||
|---|---|---|---|---|---|---|
| Schedule 13G · 290 securities · passive | ||||||
|
iShares, Inc.
13G/A
LEMB · 464286517
|
12.5% |
10/27/2026
Event 9/30/2026
|
||||
|
iSHARES TRUST
13G/A
HYG · 464288513
|
8.5% |
10/27/2026
Event 9/30/2026
|
||||
|
iShares S&P GSCI Commodity-Indexed Trust
13G/A
GSG · 46428R107
|
9.4% |
10/27/2026
Event 9/30/2026
|
||||
|
Crown Holdings, Inc.
13G/A
CCK · 228368106
|
4.6% |
10/27/2026
Event 9/30/2026
|
||||
|
CDW Corp
13G
CDW · 12514G108
|
5.9% |
10/27/2026
Event 9/30/2026
|
||||
|
Baxter International Inc.
13G/A
BAX · 071813109
|
5.9% |
10/27/2026
Event 9/30/2026
|
||||
|
Agree Realty Corp
13G
ADC · 008492100
|
5.4% |
10/27/2026
Event 9/30/2026
|
||||
|
iShares, Inc.
13G/A
EWL · 464286749
|
41.5% |
10/5/2026
Event 9/30/2026
|
||||
|
iShares, Inc.
13G/A
EWD · 464286756
|
68.2% |
10/5/2026
Event 9/30/2026
|
||||
|
BlackRock ETF Trust II
13G/A
SECU · 092528819
|
1.5% |
10/5/2026
Event 9/30/2026
|
||||
|
iShares 10+ Year Investment Grade Corporate Bond ETF
13G/A
IGLB · 464289511
|
10.3% |
10/5/2026
Event 9/30/2026
|
||||
|
iShares International Treasury Bond ETF
13G/A
IGOV · 464288117
|
10.3% |
10/5/2026
Event 9/30/2026
|
||||
|
iShares MSCI Hong Kong ETF
13G/A
EWH · 464286871
|
45.6% |
10/5/2026
Event 9/30/2026
|
||||
|
iShares MSCI Chile ETF
13G/A
ECH · 464286640
|
11.5% |
10/5/2026
Event 9/30/2026
|
||||
|
iShares MSCI Canada ETF
13G/A
EWC · 464286509
|
26.1% |
10/5/2026
Event 9/30/2026
|
||||
|
iShares MSCI Emerging Markets Small-Cap ETF
13G
EEMS · 464286475
|
11.1% |
10/5/2026
Event 9/30/2026
|
||||
|
iShares MSCI Belgium ETF
13G/A
EWK · 464286301
|
86.8% |
10/5/2026
Event 9/30/2026
|
||||
|
Palladyne AI Corp.
13G/A
PDYN · 80359A205
|
1.2% |
10/5/2026
Event 9/30/2026
|
||||
|
iShares Staked Ethereum Trust ETF
13G/A
ETHB · 46438M106
|
9.0% |
10/5/2026
Event 9/30/2026
|
||||
|
iShares Large Cap 10% Target Buffer Jun ETF
13G/A
TENJ · 46438G281
|
22.7% |
10/5/2026
Event 9/30/2026
|
||||
|
iShares iBonds Dec 2036 Term Treasury ETF
13G/A
IBTR · 46438G158
|
3.1% |
10/5/2026
Event 9/30/2026
|
||||
|
iShares MSCI UAE ETF
13G/A
UAE · 46434V761
|
36.1% |
10/5/2026
Event 9/30/2026
|
||||
|
iShares MSCI Saudi Arabia ETF
13G/A
KSA · 46434V423
|
12.0% |
10/5/2026
Event 9/30/2026
|
||||
|
iShares MSCI Finland ETF
13G/A
EFNL · 46429B515
|
86.8% |
10/5/2026
Event 9/30/2026
|
||||
|
iShares U.S. Industry Rotation Active ETF
13G/A
INRO · 09290C830
|
1.7% |
10/5/2026
Event 9/30/2026
|
||||
|
iShares Dynamic Short-Term Active ETF
13G/A
CSHP · 09290C822
|
94.9% |
10/5/2026
Event 9/30/2026
|
||||
|
iShares Large Cap Growth Active ETF
13G/A
BGRO · 09290C798
|
73.9% |
10/5/2026
Event 9/30/2026
|
||||
|
Angi Inc.
13G
ANGI · 00183L201
|
12.5% |
10/5/2026
Event 9/30/2026
|
||||
|
Calamos Global Dynamic Income Fund
13G
12811L4@3
|
38.6% |
9/8/2026
Event 8/31/2026
|
||||
|
Calamos Global Total Return Fund
13G
128118*73
|
100.0% |
9/8/2026
Event 8/31/2026
|
||||
|
Calamos Convertible Opportunities and Income Fund
13G
1281174@4
|
50.0% |
9/8/2026
Event 8/31/2026
|
||||
|
Calamos Convertible & High Income Fund
13G
12811P*83
|
50.0% |
9/8/2026
Event 8/31/2026
|
||||
|
Calamos Strategic Total Return Fund
13G
128125*86
|
36.4% |
9/8/2026
Event 8/31/2026
|
||||
|
iSHARES TRUST
13G/A
IBIM · 46438G125
|
0% |
9/4/2026
Event 8/31/2026
|
||||
|
iShares High Yield Active ETF
13G/A
BRHY · 092528868
|
34.5% |
9/4/2026
Event 8/31/2026
|
||||
|
iShares Emerging Markets Bond Active ETF
13G/A
BREM · 092528827
|
92.9% |
9/4/2026
Event 8/31/2026
|
||||
|
iShares iBonds Dec 2046 Term Treasury ETF
13G/A
IBGC · 46438G141
|
2.4% |
9/4/2026
Event 8/31/2026
|
||||
|
iShares iBonds Dec 2056 Term Treasury ETF
13G/A
IBGM · 46438G133
|
2.9% |
9/4/2026
Event 8/31/2026
|
||||
|
iShares Currency Hedged MSCI Japan ETF
13G/A
HEWJ · 46434V886
|
10.3% |
9/4/2026
Event 8/31/2026
|
||||
|
iSHARES TRUST
13G/A
IBMW · 46438G182
|
0% |
8/6/2026
Event 7/31/2026
|
||||
|
iSHARES TRUST
13G/A
IBMX · 46438G174
|
0% |
8/6/2026
Event 7/31/2026
|
||||
|
iSHARES TRUST
13G/A
IBRN · 46436E353
|
0% |
8/6/2026
Event 7/31/2026
|
||||
|
iShares MSCI Netherlands ETF
13G/A
EWN · 464286814
|
29.5% |
8/6/2026
Event 7/31/2026
|
||||
|
iShares Nasdaq-100 ex Top 30 ETF
13G/A
QNXT · 46438G554
|
43.5% |
8/6/2026
Event 7/31/2026
|
||||
|
iShares Enhanced International Active ETF
13G/A
ENHI · 09290C624
|
50.0% |
8/6/2026
Event 7/31/2026
|
||||
|
iSHARES TRUST
13G/A
IBGL · 46438G398
|
20.0% |
7/17/2026
Event 6/30/2026
|
||||
|
iSHARES TRUST
13G/A
EFA · 464287465
|
11.8% |
7/17/2026
Event 6/30/2026
|
||||
|
Advanced Energy Industries, Inc
13G/A
AEIS · 007973100
|
2.3% |
7/17/2026
Event 6/30/2026
|
||||
|
Hasbro, Inc.
13G/A
HAS · 418056107
|
12.8% |
7/17/2026
Event 6/30/2026
|
||||
|
Hexcel Corp /DE/
13G/A
HXL · 428291108
|
8.4% |
7/17/2026
Event 6/30/2026
|
||||
|
iSHARES TRUST
13G
MCHI · 46429B671
|
5.0% |
7/17/2026
Event 6/30/2026
|
||||
|
Washington Trust Bancorp, Inc.
13G/A
WASH · 940610108
|
3.2% |
7/17/2026
Event 6/30/2026
|
||||
|
Thryv Holdings, Inc.
13G
THRY · 886029206
|
7.0% |
7/17/2026
Event 6/30/2026
|
||||
|
Silvercrest Asset Management Group Inc
13G/A
SAMG · 828359109
|
4.7% |
7/17/2026
Event 6/30/2026
|
||||
|
iShares MSCI New Zealand ETF
13G/A
ENZL · 464289123
|
0% |
7/17/2026
Event 6/30/2026
|
||||
|
Brandywine Realty Trust
13G
BDN · 105368203
|
5.2% |
7/17/2026
Event 6/30/2026
|
||||
|
iShares Large Cap Deep Quarterly Laddered ETF
13G/A
IVVB · 092528801
|
12.7% |
7/17/2026
Event 6/30/2026
|
||||
|
Anika Therapeutics Inc.
13G/A
ANIK · 035255108
|
4.1% |
7/17/2026
Event 6/30/2026
|
||||
|
Skinhealth Systems Inc.
13G
SKIN · 88331L108
|
5.6% |
7/17/2026
Event 6/30/2026
|
||||
|
Sprout Social, Inc
13G
SPT · 85209W109
|
8.4% |
7/17/2026
Event 6/30/2026
|
||||
|
iShares Russell 2000 BuyWrite ETF
13G/A
IWMW · 46438G695
|
17.1% |
7/17/2026
Event 6/30/2026
|
||||
|
iShares Large Cap 10% Target Buffer Jun ETF
13G/A
TENM · 46438G273
|
23.8% |
7/17/2026
Event 6/30/2026
|
||||
|
iShares Euro Investment Grade Corporate Bond USD Hedged ETF
13G/A
EUIG · 46438G265
|
92.6% |
7/17/2026
Event 6/30/2026
|
||||
|
iShares ESG Advanced MSCI Eafe ETF
13G/A
DMXF · 46436E759
|
5.4% |
7/17/2026
Event 6/30/2026
|
||||
|
iShares ESG Advanced Universal USD Bond ETF
13G/A
EUSB · 46436E619
|
35.0% |
7/17/2026
Event 6/30/2026
|
||||
|
iShares BBB Rated Corporate Bond ETF
13G/A
LQDB · 46436E494
|
34.3% |
7/17/2026
Event 6/30/2026
|
||||
|
iShares J.P. Morgan Broad USD Emerging Markets Bond ETF
13G/A
BEMB · 46436E262
|
63.1% |
7/17/2026
Event 6/30/2026
|
||||
|
iShares MSCI USA Size Factor ETF
13G/A
SIZE · 46432F370
|
13.5% |
7/17/2026
Event 6/30/2026
|
||||
|
Evolent Health, Inc
13G
EVH · 30050B101
|
5.5% |
7/17/2026
Event 6/30/2026
|
||||
|
iShares U.S. Thematic Rotation Active ETF
13G/A
THRO · 09290C806
|
3.2% |
7/17/2026
Event 6/30/2026
|
||||
|
Blackstone Digital Infrastructure
13G
BXDC · 09264B107
|
5.9% |
7/17/2026
Event 6/30/2026
|
||||
|
Eldorado Gold Corporation
13G/A
EGO · 284902509
|
9.1% |
7/17/2026
Event 6/30/2026
|
||||
|
iSHARES TRUST
13G/A
EVLU · 46438G208
|
0% |
7/8/2026
Event 6/30/2026
|
||||
|
iSHARES TRUST
13G/A
IBMV · 46438G190
|
0% |
7/8/2026
Event 6/30/2026
|
||||
|
BlackRock ETF Trust
13G/A
IALT · 09290C665
|
1.7% |
7/8/2026
Event 6/30/2026
|
||||
|
Domo, Inc.
13G/A
HUCK · 257554105
|
11.5% |
7/8/2026
Event 6/30/2026
|
||||
|
iShares Global Government Bond USD Hedged Active ETF
13G/A
GGOV · 092528835
|
1.6% |
7/8/2026
Event 6/30/2026
|
||||
|
iShares 1-10 Year Treasury Bond ETF
13G
GOVM · 46438T101
|
50.0% |
7/8/2026
Event 6/30/2026
|
||||
|
iShares Ibonds Dec 2054 Term Treasury ETF
13G/A
IBGK · 46438G620
|
16.0% |
7/8/2026
Event 6/30/2026
|
||||
|
iShares 0-1 Year TIPS Bond ETF
13G/A
ICPI · 46438G257
|
2.0% |
7/8/2026
Event 6/30/2026
|
||||
|
iShares Total USD Fixed Income Market ETF
13G/A
BTOT · 46438G240
|
66.7% |
7/8/2026
Event 6/30/2026
|
||||
|
iShares iBonds Dec 2032 Term Muni Bond ETF
13G/A
IBMU · 46438G216
|
0% |
7/8/2026
Event 6/30/2026
|
||||
|
iShares MSCI USA Small-Cap Quality Factor ETF
13G/A
SQLT · 46438G117
|
83.3% |
7/8/2026
Event 6/30/2026
|
||||
|
iShares MSCI Emerging Markets Quality Factor ETF
13G/A
EQLT · 46438G109
|
35.6% |
7/8/2026
Event 6/30/2026
|
||||
|
iShares MSCI Qatar ETF
13G/A
QAT · 46434V779
|
2.5% |
7/8/2026
Event 6/30/2026
|
||||
|
Chatham Lodging Trust
13G/A
CLDT · 16208T102
|
10.4% |
7/8/2026
Event 6/30/2026
|
||||
|
iShares Large Cap Max Buffer Jun ETF
13G/A
MMAX · 46438G455
|
14.9% |
5/6/2026
Event 4/30/2026
|
||||
|
Array Technologies, Inc.
13G/A
ARRY · 04271T100
|
8.2% |
5/1/2026
Event 3/31/2026
|
||||
|
Brookdale Senior Living Inc.
13G/A
BKD · 112463104
|
2.3% |
5/1/2026
Event 3/31/2026
|
||||
|
WPP plc
13G/A
SB8KF9B49
|
3.2% |
4/30/2026
Event 3/31/2026
|
||||
|
SS&C Technologies Holdings Inc
13G/A
SSNC · 78467J100
|
3.7% |
4/30/2026
Event 3/31/2026
|
||||
|
Rentokil Initial PLC /FI
13G/A
SB082RF10
|
6.9% |
4/30/2026
Event 3/31/2026
|
||||
|
Masimo Corp
13G/A
MASI · 574795100
|
0.2% |
4/30/2026
Event 3/31/2026
|
||||
|
iSHARES TRUST
13G/A
MADE · 46438G596
|
0% |
4/30/2026
Event 3/31/2026
|
||||
|
First Citizens Bancshares Inc /DE/
13G/A
FCNCA · 31946M103
|
4.2% |
4/30/2026
Event 3/31/2026
|
||||
|
BorgWarner Inc.
13G/A
BWA · 099724106
|
4.2% |
4/30/2026
Event 3/31/2026
|
||||
|
iShares Global Industrials ETF
13G/A
EXI · 464288729
|
8.7% |
4/29/2026
Event 3/31/2026
|
||||
|
iShares Global Infrastructure ETF
13G/A
IGF · 464288372
|
11.5% |
4/29/2026
Event 3/31/2026
|
||||
|
Eikon Therapeutics, Inc.
13G
EIKN · 282564103
|
5.5% |
4/29/2026
Event 3/31/2026
|
||||
|
iShares High Yield Muni Income Active ETF
13G/A
HIMU · 092528843
|
4.9% |
4/29/2026
Event 3/31/2026
|
||||
Includes filings since 12/18/2024, when the SEC began requiring structured 13D and 13G data.