Investors who own more than 5% of a class must file a Schedule 13D or 13G. The latest filing for each security since 12/18/2024, newest first.

Issuer % of Class Filed
WisdomTree U.S. LargeCap Dividend Fund 13G/A
DLN · 97717W307
4.9% 8/7/2026
Event 6/30/2026
iShares Core MSCI International Developed Markets ETF 13G
IDEV · 46435G326
5.3% 8/7/2026
Event 6/30/2026
Invesco Short Term Treasury ETF 13G
TBLL · 46138G888
6.1% 8/7/2026
Event 6/30/2026
Global X Artificial Intelligence & Technology ETF 13G/A
AIQ · 37954Y632
10.3% 8/7/2026
Event 6/30/2026
Cadrenal Therapeutics, Inc. 13G
CVKD · 127636207
8.1% 8/7/2026
Event 6/30/2026
iShares Self-Driving EV and Tech ETF 13G/A
IDRV · 46435U366
3.9% 5/8/2026
Event 3/31/2026
Invesco China Technology ETF 13G/A
CQQQ · 46138E800
18.0% 5/8/2026
Event 3/31/2026
Global X Internet of Things ETF 13G/A
SNSR · 37954Y780
3.7% 5/8/2026
Event 3/31/2026
Global X Social Media Index ETF 13G/A
SOCL · 37950E416
4.9% 5/8/2026
Event 3/31/2026
Avantis US Large Cap Value ETF 13G/A
AVLV · 025072349
10.2% 5/8/2026
Event 3/31/2026
WisdomTree U.S. Quality Dividend Growth Fund 13G/A
DGRW · 97717X669
6.2% 2/6/2026
Event 12/31/2025
iShares MSCI Intl Quality Factor ETF 13G/A
IQLT · 46434V456
6.0% 2/6/2026
Event 12/31/2025
Amplify Digital Payments ETF 13G/A
IPAY · 032108656
4.4% 2/6/2026
Event 12/31/2025
TCW Transform 500 ETF 13G/A
VOTE · 29287L106
9.9% 11/7/2025
Event 9/30/2025
Kontoor Brands, Inc. 13G/A
KTB · 50050N103
6.4% 5/9/2025
Event 3/31/2025
Invesco S&P 500 High Dividend Growers ETF 13G/A
DIVG · 46138G458
Checked 5% or less
5/9/2025
Event 3/31/2025
Erie Indemnity Company 13G/A
ERIE · 29530P102
11.0% 5/9/2025
Event 3/31/2025
V F Corp 13G/A
VFC · 918204108
9.7% 2/7/2025
Event 12/31/2024
SPDR MSCI ACWI ex-US ETF 13G/A
CWI · 78463X848
6.3% 2/7/2025
Event 12/31/2024
Eli Lilly and Company 13G/A
LLY · 532457108
5.4% 2/7/2025
Event 12/31/2024