Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.
| Issuer | % of Class | Filed |
|---|---|---|
|
WisdomTree U.S. LargeCap Dividend Fund
13G/A
Amendment 20
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
Amendment 3
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
Amendment 2
IDRV · 46435U366
|
3.9% |
5/8/2026
Event 3/31/2026
|
|
Invesco Short Term Treasury ETF
13G/A
Amendment 3
TBLL · 46138G888
|
4.2% |
5/8/2026
Event 3/31/2026
|
|
Invesco China Technology ETF
13G/A
Amendment 2
CQQQ · 46138E800
|
18.0% |
5/8/2026
Event 3/31/2026
|
|
Global X Internet of Things ETF
13G/A
Amendment 8
SNSR · 37954Y780
|
3.7% |
5/8/2026
Event 3/31/2026
|
|
Global X Artificial Intelligence & Technology ETF
13G/A
Amendment 2
AIQ · 37954Y632
|
16.6% |
5/8/2026
Event 3/31/2026
|
|
Global X Social Media Index ETF
13G/A
Amendment 8
SOCL · 37950E416
|
4.9% |
5/8/2026
Event 3/31/2026
|
|
Avantis US Large Cap Value ETF
13G/A
Amendment 2
AVLV · 025072349
|
10.2% |
5/8/2026
Event 3/31/2026
|
|
WisdomTree U.S. Quality Dividend Growth Fund
13G/A
Amendment 12
DGRW · 97717X669
|
6.2% |
2/6/2026
Event 12/31/2025
|
|
iShares MSCI Intl Quality Factor ETF
13G/A
Amendment 4
IQLT · 46434V456
|
6.0% |
2/6/2026
Event 12/31/2025
|
|
Invesco China Technology ETF
13G/A
Amendment 1
CQQQ · 46138E800
|
14.8% |
2/6/2026
Event 12/31/2025
|
|
Global X Artificial Intelligence & Technology ETF
13G/A
Amendment 1
AIQ · 37954Y632
|
15.5% |
2/6/2026
Event 12/31/2025
|
|
Amplify Digital Payments ETF
13G/A
Amendment 1
IPAY · 032108656
|
4.4% |
2/6/2026
Event 12/31/2025
|
|
WisdomTree U.S. Quality Dividend Growth Fund
13G/A
Amendment 11
DGRW · 97717X669
|
8.1% |
11/7/2025
Event 9/30/2025
|
|
iShares MSCI Intl Quality Factor ETF
13G/A
Amendment 3
IQLT · 46434V456
|
7.7% |
11/7/2025
Event 9/30/2025
|
|
Global X Social Media Index ETF
13G/A
Amendment 7
SOCL · 37950E416
|
8.0% |
11/7/2025
Event 9/30/2025
|
|
TCW Transform 500 ETF
13G/A
Amendment 3
VOTE · 29287L106
|
9.9% |
11/7/2025
Event 9/30/2025
|
|
Avantis US Large Cap Value ETF
13G/A
Amendment 1
AVLV · 025072349
|
12.2% |
11/7/2025
Event 9/30/2025
|
|
Invesco China Technology ETF
13G
CQQQ · 46138E800
|
10.3% |
11/7/2025
Event 9/30/2025
|
|
Global X Artificial Intelligence & Technology ETF
13G
AIQ · 37954Y632
|
9.8% |
11/7/2025
Event 9/30/2025
|
|
Kontoor Brands, Inc.
13G/A
Amendment 8
KTB · 50050N103
|
6.4% |
5/9/2025
Event 3/31/2025
|
|
Invesco S&P 500 High Dividend Growers ETF
13G/A
Amendment 2
DIVG · 46138G458
|
Checked 5% or less
|
5/9/2025
Event 3/31/2025
|
|
Erie Indemnity Company
13G/A
Amendment 18
ERIE · 29530P102
|
11.0% |
5/9/2025
Event 3/31/2025
|
|
Avantis US Large Cap Value ETF
13G
AVLV · 025072349
|
6.5% |
5/9/2025
Event 3/31/2025
|
|
WisdomTree U.S. Quality Dividend Growth Fund
13G/A
Amendment 10
DGRW · 97717X669
|
10.0% |
2/7/2025
Event 12/31/2024
|
|
WisdomTree U.S. LargeCap Dividend Fund
13G/A
Amendment 19
DLN · 97717W307
|
5.9% |
2/7/2025
Event 12/31/2024
|
|
V F Corp
13G/A
Amendment 90
VFC · 918204108
|
9.7% |
2/7/2025
Event 12/31/2024
|
|
TCW Transform 500 ETF
13G/A
Amendment 2
VOTE · 29287L106
|
8.5% |
2/7/2025
Event 12/31/2024
|
|
SPDR MSCI ACWI ex-US ETF
13G/A
Amendment 2
CWI · 78463X848
|
6.3% |
2/7/2025
Event 12/31/2024
|
|
Eli Lilly and Company
13G/A
Amendment 6
LLY · 532457108
|
5.4% |
2/7/2025
Event 12/31/2024
|
|
Kontoor Brands, Inc.
13G/A
Amendment 7
KTB · 50050N103
|
7.6% |
2/7/2025
Event 12/31/2024
|
|
iShares Self-Driving EV and Tech ETF
13G/A
Amendment 1
IDRV · 46435U366
|
6.9% |
2/7/2025
Event 12/31/2024
|
|
iSHARES MSCI Intl Quality Factor ETF
13G/A
Amendment 2
IQLT · 46434V456
|
15.0% |
2/7/2025
Event 12/31/2024
|
|
Invesco S&P 500 High Dividend Growers ETF
13G/A
Amendment 1
DIVG · 46138G458
|
5.0% |
2/7/2025
Event 12/31/2024
|
|
Invesco Short Term Treasury ETF
13G/A
Amendment 2
TBLL · 46138G888
|
6.1% |
2/7/2025
Event 12/31/2024
|
|
Global X Social Media Index ETF
13G/A
Amendment 6
SOCL · 37950E416
|
9.5% |
2/7/2025
Event 12/31/2024
|
|
Global X Internet of Things ETF
13G/A
Amendment 7
SNSR · 37954Y780
|
6.1% |
2/7/2025
Event 12/31/2024
|
|
Erie Indemnity Company
13G/A
Amendment 17
ERIE · 29530P102
|
12.5% |
2/7/2025
Event 12/31/2024
|
|
Amplify Digital Payments ETF
13G
IPAY · 032108656
|
5.1% |
2/7/2025
Event 12/31/2024
|