| Issuer | % of Class | Filed | ||||
|---|---|---|---|---|---|---|
| Schedule 13G · 290 securities · passive | ||||||
|
Sealed Air Corporation
13G/A
SEE · 81211K100
|
0.1% |
4/29/2026
Event 3/31/2026
|
||||
|
iShares Long-Term National Muni Bond ETF
13G/A
LMUB · 46438G448
|
0.9% |
4/29/2026
Event 3/31/2026
|
||||
|
York Space Systems Inc.
13G
YSS · 987084100
|
14.0% |
4/29/2026
Event 3/31/2026
|
||||
|
iShares GNMA Bond ETF
13G/A
GNMA · 46429B333
|
4.9% |
4/29/2026
Event 3/31/2026
|
||||
|
Hennessy Sustainable ETF
13G/A
STNC · 42588P692
|
1.0% |
4/29/2026
Event 3/31/2026
|
||||
|
iShares U.S. Select Equity Active ETF
13G/A
BELT · 09290C814
|
64.0% |
4/29/2026
Event 3/31/2026
|
||||
|
iShares International Country Rotation Active ETF
13G/A
CORO · 09290C764
|
0.1% |
4/29/2026
Event 3/31/2026
|
||||
|
Allied Gold Corp
13G/A
AAUC · 01921D204
|
0% |
4/29/2026
Event 3/31/2026
|
||||
|
iShares Defense Industrials Active ETF
13G/A
IDEF · 09290C699
|
0.4% |
4/7/2026
Event 3/31/2026
|
||||
|
iShares iBonds Dec 2045 Term Treasury ETF
13G/A
IBGB · 46438G414
|
4.3% |
3/4/2026
Event 2/28/2026
|
||||
|
iShares Environmentally Aware Real Estate ETF
13G/A
ERET · 46436E270
|
4.4% |
3/4/2026
Event 2/28/2026
|
||||
|
iShares Future Metaverse Tech and Communications ETF
13G/A
IVRS · 46436E247
|
60.0% |
3/4/2026
Event 2/28/2026
|
||||
|
iShares Large Cap Max Buffer Dec ETF
13G/A
DMAX · 46438G471
|
7.8% |
2/6/2026
Event 1/31/2026
|
||||
|
Rentokil Initial PLC /FI
13G
RKLIF · G7494G105
|
5.1% |
1/21/2026
Event 12/31/2025
|
||||
|
Kinross Gold Corp
13G/A
KGC · 496902404
|
4.9% |
1/21/2026
Event 12/31/2025
|
||||
|
iSHARES TRUST
13G/A
LDRC · 46438G539
|
0% |
1/21/2026
Event 12/31/2025
|
||||
|
BlackRock ETF Trust
13G/A
BLCV · 09290C871
|
0% |
1/21/2026
Event 12/31/2025
|
||||
|
Fortune Brands Innovations, Inc.
13G
FBIN · 34964C106
|
5.7% |
1/21/2026
Event 12/31/2025
|
||||
|
iSHARES TRUST
13G/A
ITDJ · 46438G489
|
0% |
1/21/2026
Event 12/31/2025
|
||||
|
Cardinal Health, Inc.
13G/A
CAH · 14149Y108
|
3.8% |
1/21/2026
Event 12/31/2025
|
||||
|
Biophytis SA
13G/A
F1022R155
|
4.8% |
1/21/2026
Event 12/31/2025
|
||||
|
OceanFirst Financial Corp.
13G/A
OCFC · 675234108
|
4.8% |
1/21/2026
Event 12/31/2025
|
||||
|
Kosmos Energy Ltd.
13G/A
KOS · 500688106
|
1.7% |
1/21/2026
Event 12/31/2025
|
||||
|
iShares 1-3 Year Treasury Bond ETF
13G/A
SHY · 464287457
|
4.8% |
1/21/2026
Event 12/31/2025
|
||||
|
iShares MSCI Eurozone ETF
13G/A
EZU · 464286608
|
8.2% |
1/21/2026
Event 12/31/2025
|
||||
|
Flowco Holdings Inc.
13G/A
FLOC · 342909108
|
0.7% |
1/21/2026
Event 12/31/2025
|
||||
|
Amalgamated Financial Corp.
13G
AMAL · 022671101
|
5.4% |
1/21/2026
Event 12/31/2025
|
||||
|
REGENXBIO Inc.
13G/A
RGNX · 75901B107
|
4.1% |
1/21/2026
Event 12/31/2025
|
||||
|
LB Pharmaceuticals Inc
13G/A
LBRX · 50180M108
|
3.8% |
1/21/2026
Event 12/31/2025
|
||||
|
Ivanhoe Electric Inc.
13G/A
IE · 46578C108
|
3.9% |
1/21/2026
Event 12/31/2025
|
||||
|
iShares Nasdaq Top 30 Stocks ETF
13G/A
QTOP · 46438G562
|
1.7% |
1/21/2026
Event 12/31/2025
|
||||
|
Solaris Resources Inc
13G/A
SLSR · 83419D201
|
4.4% |
1/21/2026
Event 12/31/2025
|
||||
|
iSHARES TRUST
13G/A
IBAT · 46438G737
|
0% |
1/8/2026
Event 12/31/2025
|
||||
|
iShares iBonds 2032 Term High Yield and Income ETF
13G/A
IBHL · 46438G364
|
4.0% |
1/8/2026
Event 12/31/2025
|
||||
|
Rogers Corp
13G/A
ROG · 775133101
|
4.7% |
10/17/2025
Event 9/30/2025
|
||||
|
Northrim BanCorp Inc
13G/A
NRIM · 666762109
|
4.96% |
10/17/2025
Event 9/30/2025
|
||||
|
Heritage Commerce Corp
13G
HTBK · 426927109
|
5.5% |
10/17/2025
Event 9/30/2025
|
||||
|
First Business Financial Services, Inc.
13G/A
FBIZ · 319390100
|
4.9% |
10/17/2025
Event 9/30/2025
|
||||
|
Solaris Energy Infrastructure, Inc.
13G/A
SEI · 83418M103
|
4.9% |
10/17/2025
Event 9/30/2025
|
||||
|
SmartStop Self Storage REIT, Inc.
13G/A
SMA · 83192D402
|
3.6% |
10/17/2025
Event 9/30/2025
|
||||
|
Regional Management Corp.
13G/A
RM · 75902K106
|
4.7% |
10/17/2025
Event 9/30/2025
|
||||
|
ManpowerGroup Inc.
13G/A
MAN · 56418H100
|
2.8% |
10/17/2025
Event 9/30/2025
|
||||
|
iShares Core International Aggregate Bond ETF
13G/A
IAGG · 46435G672
|
4.6% |
10/17/2025
Event 9/30/2025
|
||||
|
Flowserve Corporation
13G/A
FLS · 34354P105
|
2.2% |
10/17/2025
Event 9/30/2025
|
||||
|
WPP PLC
13G
G9788D103
|
5.6% |
10/17/2025
Event 9/30/2025
|
||||
|
Verona Pharma PLC.
13G
G9337X139
|
6.0% |
10/17/2025
Event 9/30/2025
|
||||
|
Centerra Gold Inc.
13G/A
CGAU · 152006102
|
3.4% |
10/17/2025
Event 9/30/2025
|
||||
|
SPDR Series Trust
13G/A
KRE · 78464A698
|
4.9% |
10/3/2025
Event 9/30/2025
|
||||
|
iSHARES TRUST
13G/A
ELQD · 46436E437
|
0% |
10/2/2025
Event 9/30/2025
|
||||
|
iShares Total Return Active ETF
13G/A
BRTR · 092528876
|
2.1% |
10/2/2025
Event 9/30/2025
|
||||
|
iShares FinTech Active ETF
13G/A
BPAY · 09290C889
|
44.4% |
10/2/2025
Event 9/30/2025
|
||||
|
iShares ESG MSCI USA Min Vol Factor ETF
13G/A
ESMV · 46436E445
|
36.0% |
9/5/2025
Event 8/31/2025
|
||||
|
SPDR Series Trust
13G/A
XRT · 78464A714
|
0% |
9/4/2025
Event 8/29/2025
|
||||
|
iShares iBonds 1-5 Year High Yield and Income Ladder ETF
13G/A
LDRH · 46438G547
|
5.0%
Checked 5% or less
|
8/5/2025
Event 7/31/2025
|
||||
|
iShares iBonds Dec 2035 Term Treasury ETF
13G/A
IBTQ · 46438G422
|
3.7% |
8/5/2025
Event 7/31/2025
|
||||
|
Mag Silver Corp
13G/A
MAG · 55903Q104
|
6.6% |
7/15/2025
Event 6/30/2025
|
||||
|
Viemed Healthcare, Inc.
13G
VMD · 92663R105
|
6.4% |
7/15/2025
Event 6/30/2025
|
||||
|
iShares A.I. Innovation and Tech Active ETF
13G/A
BAI · 09290C780
|
0% |
7/15/2025
Event 6/30/2025
|
||||
|
Confluent, Inc
13G/A
CFLT · 20717M103
|
2.8% |
7/15/2025
Event 6/30/2025
|
||||
|
Fortrea Holdings Inc.
13G/A
FTRE · 34965K107
|
0.9% |
7/15/2025
Event 6/30/2025
|
||||
|
iShares MSCI Global Quality Factor ETF
13G/A
AQLT · 46438G497
|
2.7% |
7/15/2025
Event 6/30/2025
|
||||
|
iShares S&P 500 BuyWrite ETF
13G/A
IVVW · 46438G711
|
2.0% |
7/15/2025
Event 6/30/2025
|
||||
|
Olympic Steel, Inc.
13G/A
ZEUS · 68162K106
|
8.9% |
7/15/2025
Event 6/30/2025
|
||||
|
Stoke Therapeutics, Inc.
13G/A
STOK · 86150R107
|
4.7% |
7/15/2025
Event 6/30/2025
|
||||
|
Vanguard Long-Term Corporate Bond Index Fund
13G/A
VCLT · 92206C813
|
0.5% |
7/15/2025
Event 6/30/2025
|
||||
|
iShares MSCI USA Equal Weighted ETF
13G/A
EUSA · 464286681
|
4.6% |
7/15/2025
Event 6/30/2025
|
||||
|
Radius Recycling, Inc.
13G/A
RDUS · 806882106
|
1.3% |
7/15/2025
Event 6/30/2025
|
||||
|
iSHARES TRUST
13G/A
MAXJ · 46438G612
|
0% |
7/15/2025
Event 6/30/2025
|
||||
|
iSHARES TRUST
13G/A
IBCA · 46438G372
|
0% |
7/15/2025
Event 6/30/2025
|
||||
|
iSHARES TRUST
13G/A
IBIL · 46438G380
|
0% |
7/15/2025
Event 6/30/2025
|
||||
|
iSHARES TRUST
13G/A
ITOT · 464287150
|
10.2% |
7/2/2025
Event 6/30/2025
|
||||
|
iSHARES TRUST
13G/A
IBHK · 46438G661
|
0% |
6/4/2025
Event 5/31/2025
|
||||
|
iShares iBonds Dec 2031 Term Muni Bond ETF
13G/A
IBMT · 46438G356
|
0% |
6/4/2025
Event 5/31/2025
|
||||
|
iSHARES TRUST
13G/A
IWTR · 46436E346
|
30.0% |
5/2/2025
Event 4/30/2025
|
||||
|
iShares U.S. ETF Trust
13G/A
HYGI · 46431W549
|
8.0% |
5/2/2025
Event 4/30/2025
|
||||
|
Northfield Bancorp, Inc.
13G
NFBK · 66611T108
|
6.2% |
4/21/2025
Event 3/31/2025
|
||||
|
Riverview Bancorp Inc
13G
RVSB · 769397100
|
6.7% |
4/15/2025
Event 3/31/2025
|
||||
|
Midland States Bancorp, Inc.
13G
MSBI · 597742105
|
6.5% |
4/15/2025
Event 3/31/2025
|
||||
|
iShares Core 40/60 Moderate Allocation ETF
13G
AOM · 464289875
|
8.8% |
4/15/2025
Event 3/31/2025
|
||||
|
iShares MSCI Kokusai ETF
13G
TOK · 464288265
|
7.3% |
4/15/2025
Event 3/31/2025
|
||||
|
Independent Bank Corporation
13G
IBCP · 453838609
|
5.9% |
4/15/2025
Event 3/31/2025
|
||||
|
ZipRecruiter, Inc.
13G
ZIP · 98980B103
|
5.5% |
4/15/2025
Event 3/31/2025
|
||||
|
Landsea Homes Corp
13G
LSEA · 51509P103
|
6.8% |
4/15/2025
Event 3/31/2025
|
||||
|
Kearny Financial Corp
13G
KRNY · 48716P108
|
6.2% |
4/15/2025
Event 3/31/2025
|
||||
|
iTeos Therapeutics, Inc.
13G
ITOS · 46565G104
|
6.1% |
4/15/2025
Event 3/31/2025
|
||||
|
Braemar Hotels and Resorts Inc
13G
BHR · 10482B101
|
6.0% |
4/15/2025
Event 3/31/2025
|
||||
|
Helix Acquisition II Corp Class A
13G
SBS7ZN151
|
7.9% |
4/15/2025
Event 3/31/2025
|
||||
|
WPP PLC
13G
WPP · 92937A102
|
5.4% |
4/15/2025
Event 3/31/2025
|
||||
|
Osisko Gold Royalties LTD
13G
OR · 68827L101
|
5.6% |
4/15/2025
Event 3/31/2025
|
||||
|
MAC Copper Ltd
13G/A
MTAL · G60409110
|
8.5% |
4/15/2025
Event 3/31/2025
|
||||
|
iSHARES TRUST
13G/A
TCHI · 46436E429
|
0% |
3/4/2025
Event 2/28/2025
|
||||
|
iSHARES TRUST
13G/A
LDRI · 46438G513
|
5.0%
Checked 5% or less
|
3/4/2025
Event 2/28/2025
|
||||
|
iSHARES TRUST
13G
IVEG · 46436E395
|
20.0% |
2/7/2025
Event 1/31/2025
|
||||
|
iSHARES TRUST
13G
IXJ · 464287325
|
10.1% |
2/7/2025
Event 1/31/2025
|
||||
|
iShares U.S. ETF Trust
13G
AGIH · 46431W523
|
93.0% |
2/7/2025
Event 1/31/2025
|
||||
Includes filings since 12/18/2024, when the SEC began requiring structured 13D and 13G data.