Prime Capital Investment Advisors, LLC

CIK 1731446 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $8.6B
every reported holding for this filer and quarter, including ones with no disclosed value: 1,056
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 86
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 77

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: ETF · position key `pos:14737` · issuer key `iss:1012`	TRIM	−$125M	−1,225,933	$490M	$365M	4,905,406	3,679,473
—	share class as filed: ETF · position key `pos:12944` · issuer key `iss:2483`	TRIM	−$25.7M	−30,013	$373M	$348M	1,113,796	1,083,783
—	share class as filed: ETF · position key `pos:10307` · issuer key `iss:1012`	ADD	+$143M	+230,806	$162M	$305M	236,187	466,993
—	share class as filed: ETF · position key `pos:11463` · issuer key `iss:1012`	ADD	+$98.0K	+68,712	$230M	$230M	1,547,706	1,616,418
—	share class as filed: ETF · position key `pos:11230` · issuer key `iss:1633`	TRIM	−$41.0M	−1,105,166	$269M	$228M	10,005,831	8,900,665
—	share class as filed: Option · position key `pos:13215` · issuer key `iss:144`	TRIM	−$20.4M	−23,140	$218M	$198M	803,181	780,041
—	share class as filed: Option · position key `pos:15642` · issuer key `iss:1334`	ADD	−$11.9M	+9,816	$209M	$197M	1,121,227	1,131,043
—	share class as filed: ETF · position key `sid:sec:prov:cdd10414e490441353b8d5156a0f8caf` · issuer key `iss:2480`	TRIM	−$11.5M	−110,724	$170M	$159M	2,038,194	1,927,470
—	share class as filed: ETF · position key `pos:10986` · issuer key `iss:2483`	TRIM	−$336K	−20,221	$133M	$133M	696,914	676,693
—	share class as filed: ETF · position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `iss:2483`	TRIM	−$7.4M	−2,196	$129M	$122M	205,731	203,535
—	share class as filed: Option · position key `pos:11825` · issuer key `iss:1225`	TRIM	−$40.3M	−7,196	$160M	$120M	331,452	324,256
—	share class as filed: ETF · position key `sid:sec:prov:f2a61d3b384fc7aefed87cd3549c2421` · issuer key `cusip6:31609A`	ADD	+$104M	+2,745,327	$13.9M	$118M	367,737	3,113,064
—	share class as filed: Option · position key `pos:11173` · issuer key `iss:995`	ADD	−$6.1M	+2,358	$124M	$118M	202,044	204,402
—	share class as filed: ETF · position key `pos:12476` · issuer key `iss:1633`	TRIM	−$30.6M	−1,403,120	$140M	$110M	5,833,417	4,430,297
—	share class as filed: Stock · position key `pos:14175` · issuer key `iss:95`	TRIM	−$15.2M	−15,500	$122M	$107M	529,331	513,831
—	share class as filed: ETF · position key `pos:17965` · issuer key `iss:2477`	ADD	+$5.3M	+79,661	$98.1M	$103M	1,324,196	1,403,857
—	share class as filed: Option · position key `pos:11570` · issuer key `iss:1599`	ADD	+$2.8M	+11,393	$99.7M	$102M	146,138	157,531
—	share class as filed: ETF · position key `sid:sec:prov:dfc53698e1eaaf9980eb2a947889eb27` · issuer key `cusip6:46432F`	ADD	+$3.0M	+8,383	$97.8M	$101M	1,155,197	1,163,580
—	share class as filed: ETF · position key `pos:17423` · issuer key `iss:1982`	TRIM	−$42.5M	−456,062	$137M	$94.8M	1,535,309	1,079,247
—	share class as filed: ETF · position key `sid:sec:prov:3befb2dfacacebff62a1d992609b2891` · issuer key `cusip6:922907`	TRIM	−$1.5M	−15,240	$96.1M	$94.6M	1,911,373	1,896,133
—	share class as filed: ETF · position key `sid:sec:prov:109b3667bed2ce7c3e9396f31cc3bc7e` · issuer key `cusip6:025072`	TRIM	−$2.6M	−108,334	$96.4M	$93.8M	1,272,001	1,163,667
—	share class as filed: ETF · position key `pos:16990` · issuer key `iss:1012`	TRIM	+$2.6M	−9,677	$89.2M	$91.8M	784,680	775,003
—	share class as filed: ETF · position key `sid:sec:prov:7f6d32d94351e5b0a11c7591fba9ab2d` · issuer key `cusip6:09789C`	ADD	+$23.3M	+519,309	$67.8M	$91.1M	1,467,742	1,987,051
—	share class as filed: ETF · position key `sid:sec:prov:fc322b756e10c5adfb425878e834e2d4` · issuer key `cusip6:46432F`	TRIM	−$7.8M	−23,571	$95.9M	$88.1M	483,014	459,443
—	share class as filed: Stock · position key `pos:12827` · issuer key `iss:323`	TRIM	−$13.1M	−11,065	$91.6M	$78.5M	264,656	253,591
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Stock · position key `pos:15142` · issuer key `iss:89`	TRIM	−$9.6M	−9,391	$84.8M	$75.2M	270,832	261,441
—	share class as filed: Stock · position key `pos:13490` · issuer key `iss:1939`	TRIM	+$6.1M	−10,095	$63.7M	$69.8M	571,497	561,402
—	share class as filed: ETF · position key `pos:16556` · issuer key `iss:1013`	ADD	−$476K	+1,348	$69.0M	$68.6M	644,467	645,815
—	share class as filed: ETF · position key `sid:sec:prov:bc23dd8c1e57b3230e63c732700bf337` · issuer key `cusip6:921910`	ADD	−$7.5M	+2,124	$75.5M	$68.0M	182,928	185,052
—	share class as filed: ETF · position key `sid:sec:prov:efecb32bb577807f0d7dfd77d5f0f1ba` · issuer key `cusip6:92203J`	ADD	+$4.1M	+92,283	$61.9M	$66.0M	1,281,859	1,374,142
—	share class as filed: ETF · position key `sid:sec:prov:5248ee4dfbb553978de6970665a45b85` · issuer key `iss:2480`	TRIM	+$2.9M	−20,859	$61.1M	$64.0M	675,459	654,600
—	share class as filed: ETF · position key `pos:17143` · issuer key `iss:1633`	ADD	+$13.4M	+643,908	$50.2M	$63.6M	1,540,446	2,184,354
—	share class as filed: ETF · position key `pos:13905` · issuer key `iss:1016`	ADD	+$50.0M	+710,636	$12.6M	$62.7M	187,738	898,374
—	share class as filed: Stock · position key `pos:11205` · issuer key `iss:255`	ADD	−$2.9M	+89	$64.1M	$61.1M	127,473	127,562
—	share class as filed: ETF · position key `sid:sec:prov:e67b261774c0e9784350215e4188de1c` · issuer key `cusip6:025072`	NEW	+$60.9M	+756,001	$0	$60.9M	—	756,001
—	share class as filed: ETF · position key `pos:17475` · issuer key `iss:1633`	ADD	+$3.6M	+124,469	$56.7M	$60.3M	2,141,039	2,265,508
—	share class as filed: Stock · position key `pos:15863` · issuer key `iss:1123`	TRIM	−$16.1M	−5,565	$76.0M	$59.9M	70,722	65,157
—	share class as filed: ETF · position key `pos:16793` · issuer key `iss:1633`	ADD	+$8.6M	+230,181	$49.4M	$58.0M	1,644,012	1,874,193
—	share class as filed: ETF · position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F`	TRIM	−$4.6M	−58,623	$62.3M	$57.7M	696,351	637,728
—	share class as filed: ETF · position key `sid:sec:prov:0642809ea123953125be984c495918ab` · issuer key `iss:2482`	TRIM	−$911K	−8,069	$58.3M	$57.4M	1,044,278	1,036,209
—	share class as filed: ETF · position key `pos:10984` · issuer key `iss:2477`	ADD	−$35.0K	+3,239	$56.9M	$56.9M	722,408	725,647
—	share class as filed: Option · position key `pos:14648` · issuer key `iss:1012`	TRIM	−$1.7M	−24,136	$57.2M	$55.5M	595,881	571,745
—	share class as filed: Stock · position key `pos:17821` · issuer key `iss:89`	TRIM	−$14.6M	−31,034	$66.2M	$51.6M	210,862	179,828
—	share class as filed: ETF · position key `sid:sec:prov:8c601aa56c35894c76842179ca638e53` · issuer key `cusip6:696930`	NEW	+$48.9M	+2,385,079	$0	$48.9M	—	2,385,079
—	share class as filed: ETF · position key `sid:sec:prov:3fe659bf87a2644a2d7bd1c1995519a0` · issuer key `cusip6:025072`	TRIM	−$25.7M	−288,293	$74.2M	$48.5M	727,507	439,214
—	share class as filed: Stock · position key `pos:14552` · issuer key `iss:711`	TRIM	+$12.2M	−14,037	$35.6M	$47.8M	295,703	281,666
—	share class as filed: Stock · position key `pos:11390` · issuer key `iss:720`	TRIM	−$8.1M	−1,237	$55.7M	$47.5M	84,327	83,090
—	share class as filed: ETF · position key `pos:17389` · issuer key `iss:1013`	ADD	+$45.5M	+767,966	$346K	$45.8M	6,080	774,046
—	share class as filed: Option · position key `pos:12030` · issuer key `iss:525`	ADD	+$6.1M	+1	$39.4M	$45.6M	45,728	45,729
—	share class as filed: Stock · position key `sid:sec:prov:472af252cda1e0f13d5ff2184a64a0e5` · issuer key `iss:2436`	NEW	+$45.2M	+1,724,346	$0	$45.2M	—	1,724,346
—	share class as filed: ETF · position key `sid:sec:prov:b43df51717170470bc35e2f057b8280c` · issuer key `cusip6:46435G`	ADD	+$18.1M	+360,471	$26.8M	$44.8M	535,598	896,069
—	share class as filed: ETF · position key `sid:sec:prov:b0d40bd6dbc77c31fb551d691a7f2079` · issuer key `iss:2408`	ADD	+$39.1M	+819,609	$5.2M	$44.3M	107,430	927,039
—	share class as filed: Stock · position key `pos:18039` · issuer key `iss:1025`	TRIM	−$4.6M	−1,582	$47.1M	$42.5M	146,075	144,493
—	share class as filed: ETF · position key `pos:16249` · issuer key `iss:2476`	ADD	+$386K	+5,936	$41.5M	$41.9M	188,762	194,698
—	share class as filed: ETF · position key `sid:sec:prov:a171e06cda613d537a724e47e506b8dd` · issuer key `cusip6:46435U`	ADD	+$1.5M	+54,953	$38.4M	$39.9M	1,027,420	1,082,373
—	share class as filed: Stock · position key `pos:10715` · issuer key `iss:916`	TRIM	−$2.0M	−435	$41.0M	$39.0M	119,043	118,608
—	share class as filed: ETF · position key `pos:11638` · issuer key `iss:280`	ADD	+$37.5M	+723,248	$1.1M	$38.6M	19,994	743,242
—	share class as filed: Stock · position key `pos:17386` · issuer key `iss:806`	ADD	+$10.2M	+799	$28.3M	$38.5M	43,311	44,110
—	share class as filed: Stock · position key `pos:11717` · issuer key `iss:440`	ADD	+$13.9M	+29,614	$21.8M	$35.7M	142,807	172,421
—	share class as filed: Stock · position key `pos:15626` · issuer key `iss:1529`	ADD	+$2.4M	+3,604	$32.8M	$35.2M	178,753	182,357
—	share class as filed: Option · position key `pos:12445` · issuer key `iss:1405`	TRIM	−$9.2M	−11,889	$42.4M	$33.2M	238,647	226,758
—	share class as filed: ETF · position key `sid:sec:prov:b01efafd9c52181221003a3f82558332` · issuer key `cusip6:46429B`	TRIM	−$4.0M	−167,729	$36.5M	$32.5M	1,584,253	1,416,524
—	share class as filed: Stock · position key `pos:10357` · issuer key `iss:1786`	ADD	−$5.5M	+2,800	$37.6M	$32.2M	83,695	86,495
—	share class as filed: Stock · position key `pos:17839` · issuer key `iss:2093`	ADD	+$14.9M	+35,803	$16.9M	$31.7M	52,936	88,739
—	share class as filed: ETF · position key `sid:sec:prov:3810be70acbc4a9e01193709ab22fd3e` · issuer key `cusip6:46429B`	ADD	+$1.7M	+13,134	$29.6M	$31.3M	289,510	302,644
—	share class as filed: ETF · position key `sid:sec:prov:b230dc463ba740efd17545a3a0ec73b6` · issuer key `cusip6:025072`	ADD	+$30.7M	+361,980	$352K	$31.1M	4,275	366,255
—	share class as filed: Option · position key `pos:15433` · issuer key `iss:1290`	ADD	+$4.8M	+42,927	$26.3M	$31.1M	280,025	322,952
—	share class as filed: ETF · position key `sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3` · issuer key `iss:2483`	TRIM	+$73.2K	−3	$31.0M	$31.0M	349,943	349,940
—	share class as filed: ETF · position key `pos:12316` · issuer key `iss:2385`	ADD	+$30.4M	+1,084,588	$376K	$30.7M	13,299	1,097,887
—	share class as filed: ETF · position key `pos:14231` · issuer key `iss:1013`	ADD	+$587K	+14,546	$29.3M	$29.9M	554,652	569,198
—	share class as filed: ETF · position key `pos:16133` · issuer key `iss:1012`	ADD	+$1.7M	+14,150	$28.2M	$29.9M	256,364	270,514
—	share class as filed: ETF · position key `pos:16541` · issuer key `iss:1982`	NEW	+$29.4M	+675,916	$0	$29.4M	—	675,916
—	share class as filed: Stock · position key `pos:12848` · issuer key `iss:1921`	TRIM	−$5.1M	−1,376	$34.2M	$29.1M	97,535	96,159
—	share class as filed: ETF · position key `sid:sec:prov:359a00ea349fa38fd8b784c1239e9e00` · issuer key `cusip6:25434V`	TRIM	+$767K	−10,143	$28.0M	$28.8M	860,897	850,754
—	share class as filed: Stock · position key `pos:15499` · issuer key `iss:23`	ADD	−$1.0M	+1,882	$29.6M	$28.6M	129,618	131,500
—	share class as filed: ETF · position key `pos:17400` · issuer key `iss:2408`	ADD	+$17.6M	+312,018	$10.8M	$28.4M	188,249	500,267
—	share class as filed: ETF · position key `pos:11871` · issuer key `iss:1011`	ADD	+$2.5M	+3,589	$25.3M	$27.8M	312,009	315,598
—	share class as filed: ADR · position key `pos:17467` · issuer key `iss:1751`	TRIM	+$1.6M	−3,761	$25.7M	$27.3M	84,558	80,797
—	share class as filed: ETF · position key `sid:sec:prov:1a16c94e63bc0be2b7b032875805818f` · issuer key `cusip6:025072`	TRIM	+$434K	−11,771	$25.7M	$26.1M	273,326	261,555
—	share class as filed: Option · position key `pos:14060` · issuer key `iss:47`	ADD	−$994K	+1,460	$25.8M	$24.8M	120,313	121,773
—	share class as filed: Stock · position key `pos:14992` · issuer key `iss:1485`	ADD	+$498K	+2,178	$23.3M	$23.8M	162,592	164,770
—	share class as filed: ETF · position key `pos:12580` · issuer key `iss:1602`	ADD	−$1.7M	+3,342	$24.7M	$23.0M	231,958	235,300
—	share class as filed: Stock · position key `pos:13599` · issuer key `iss:1035`	ADD	+$4.7M	+6,015	$18.0M	$22.7M	86,807	92,822
—	share class as filed: ETF · position key `sid:sec:prov:57ca25e81d0e6e1a2e81d2252c83645c` · issuer key `cusip6:46432F`	ADD	+$16.3M	+68,817	$6.3M	$22.6M	25,183	94,000
—	share class as filed: ETF · position key `sid:sec:prov:0ae5bcd0e444522ea4393d660bd28246` · issuer key `cusip6:316092`	ADD	+$21.3M	+102,621	$664K	$22.0M	2,955	105,576
—	share class as filed: Stock · position key `pos:13432` · issuer key `iss:411`	ADD	+$5.3M	+2,271	$15.7M	$21.0M	27,344	29,615
—	share class as filed: ETF · position key `pos:13746` · issuer key `iss:1012`	ADD	+$9.7M	+93,880	$11.1M	$20.8M	89,658	183,538
—	share class as filed: ETF · position key `pos:11528` · issuer key `iss:1012`	ADD	+$2.6M	+10,320	$18.0M	$20.6M	37,929	48,249
—	share class as filed: ETF · position key `pos:13088` · issuer key `iss:1633`	TRIM	−$864K	−48,996	$21.0M	$20.1M	708,702	659,706
—	share class as filed: Stock · position key `pos:11849` · issuer key `iss:104`	TRIM	−$5.4M	−2,760	$25.3M	$19.8M	68,254	65,494
—	share class as filed: ETF · position key `sid:sec:prov:59d710f05f9f670ca799bb7ce6dd04cf` · issuer key `iss:2405`	TRIM	−$383K	−2,701	$19.3M	$19.0M	272,582	269,881
—	share class as filed: ETF · position key `pos:13489` · issuer key `iss:2409`	ADD	+$554K	+24,602	$18.2M	$18.7M	312,367	336,969
—	share class as filed: ETF · position key `pos:11567` · issuer key `iss:2384`	ADD	+$17.5M	+518,700	$996K	$18.5M	29,060	547,760
—	share class as filed: ETF · position key `pos:11209` · issuer key `iss:2483`	TRIM	−$2.6M	−898	$20.6M	$18.1M	42,275	41,377
—	share class as filed: ETF · position key `sid:sec:prov:350119fb274fcd8c7ec4519681c9e3cd` · issuer key `iss:2477`	TRIM	−$502K	−4,352	$18.5M	$18.0M	237,572	233,220
—	share class as filed: ETF · position key `sid:sec:prov:5682d6057b30813559773b9f85162b0a` · issuer key `cusip6:316188`	ADD	+$8.0M	+176,600	$9.9M	$17.9M	215,677	392,277
—	share class as filed: Stock · position key `pos:12696` · issuer key `iss:1845`	TRIM	−$3.1M	−8,718	$20.7M	$17.6M	253,518	244,800
—	share class as filed: ETF · position key `sid:sec:prov:636a61eb37a782507288806c3d7d160f` · issuer key `iss:2378`	ADD	+$1.1M	+20,575	$16.4M	$17.5M	506,621	527,196
—	share class as filed: ETF · position key `pos:16082` · issuer key `iss:1982`	ADD	+$97.2K	+5,378	$17.3M	$17.3M	352,206	357,584
—	share class as filed: ETF · position key `sid:sec:prov:fe5eb8b268e9feaf1eb9cb1be41aa536` · issuer key `cusip6:025072`	ADD	+$15.4M	+307,402	$1.6M	$17.0M	32,090	339,492

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 45

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
share class as filed: ETF · position key `sid:sec:prov:3f95ee96d2dd63077fe83fbe4d1a18e6` · issuer key `iss:2405`	NO CHANGE	+$238K	$5.3M	$5.5M	71,997	71,997
share class as filed: ETF · position key `sid:sec:prov:795d93bd698aef36d86c0911c9c03979` · issuer key `cusip6:25434V`	NO CHANGE	−$69.8K	$1.6M	$1.5M	21,413	21,413
share class as filed: ETF · position key `sid:sec:prov:beafa1ae0c917b4bc0bad88f645ea4d8` · issuer key `cusip6:25434V`	NO CHANGE	+$65.8K	$1.3M	$1.4M	22,606	22,606
share class as filed: ETF · position key `sid:sec:prov:11c51cf085d0ae597e1b8844ff2b1428` · issuer key `cusip6:85521B`	NO CHANGE	−$13.8K	$1.4M	$1.4M	73,472	73,472
share class as filed: Stock · position key `pos:14388` · issuer key `iss:554`	NO CHANGE	−$11.6K	$1.0M	$1.0M	52,727	52,727
share class as filed: Stock · position key `sid:sec:prov:71e6d7a9978be392e4db6948ea1b496a` · issuer key `cusip6:68752L`	NO CHANGE	−$118K	$1.1M	$990K	62,408	62,408
share class as filed: ETF · position key `sid:sec:prov:10053205eb54cb2e57de629350233e38` · issuer key `cusip6:46138B`	NO CHANGE	+$142K	$480K	$622K	21,480	21,480
share class as filed: ETF · position key `sid:sec:prov:3e48c385f3e1ac5d18b819e0f0f7eb41` · issuer key `cusip6:85521B`	NO CHANGE	+$15.7K	$489K	$505K	26,578	26,578
share class as filed: ETF · position key `pos:17416` · issuer key `iss:1000`	NO CHANGE	−$2.7K	$486K	$483K	10,670	10,670
share class as filed: ETF · position key `pos:17108` · issuer key `iss:1013`	NO CHANGE	+$13.0K	$437K	$450K	5,304	5,304
share class as filed: ETF · position key `sid:sec:prov:f59145d1900be1ae863d1f8aaf41d3d8` · issuer key `cusip6:14022A`	NO CHANGE	−$54.9K	$486K	$431K	17,000	17,000
share class as filed: Stock · position key `pos:10882` · issuer key `iss:1533`	NO CHANGE	−$302K	$730K	$428K	3,175	3,175
share class as filed: ETF · position key `sid:sec:prov:03f69c76fc6ed29162a1f20ccf4d9db9` · issuer key `cusip6:25434V`	NO CHANGE	+$13.2K	$404K	$417K	17,651	17,651
share class as filed: ETF · position key `sid:sec:prov:07646ab00566418db3b000ee163a95ee` · issuer key `iss:2480`	NO CHANGE	+$6.8K	$395K	$402K	2,757	2,757
share class as filed: ETF · position key `pos:11695` · issuer key `iss:2483`	NO CHANGE	−$20.8K	$411K	$391K	1,307	1,307
share class as filed: ETF · position key `sid:sec:prov:dd77307d4a652ef6e69a19b6b806f956` · issuer key `cusip6:82889N`	NO CHANGE	−$6.0K	$356K	$350K	17,200	17,200
share class as filed: ETF · position key `sid:sec:prov:dc40c36fed9067fb6ef6067adb97ae71` · issuer key `cusip6:33738D`	NO CHANGE	+$36.3K	$279K	$315K	8,435	8,435
share class as filed: Stock · position key `pos:13856` · issuer key `iss:1889`	NO CHANGE	−$2.0K	$299K	$297K	744	744
share class as filed: Stock · position key `pos:10266` · issuer key `iss:910`	NO CHANGE	+$15.2K	$275K	$290K	8,091	8,091
share class as filed: ETF · position key `sid:sec:prov:ec2c663c8f80edfad666a4d807f7c64b` · issuer key `cusip6:14020X`	NO CHANGE	−$10.6K	$288K	$277K	8,309	8,309
share class as filed: ETF · position key `sid:sec:prov:763c6b16ddbd2879e35ad29e94078516` · issuer key `iss:2405`	NO CHANGE	−$13.7K	$278K	$265K	4,010	4,010
share class as filed: Stock · position key `pos:15854` · issuer key `iss:989`	NO CHANGE	+$3.2K	$251K	$255K	3,784	3,784
share class as filed: ETF · position key `sid:sec:prov:1ca2d64400ecaae8ebb48163bf36057b` · issuer key `cusip6:464289`	NO CHANGE	−$2.6K	$253K	$250K	3,885	3,885
share class as filed: ETF · position key `sid:sec:prov:a8503fcef18c93319c50587064c5b521` · issuer key `cusip6:464286`	NO CHANGE	−$4.8K	$250K	$246K	4,177	4,177
share class as filed: ETF · position key `sid:sec:prov:cae3ac1b14835277e5f4bc49acb361a1` · issuer key `cusip6:33739E`	NO CHANGE	−$6.4K	$249K	$242K	13,656	13,656
share class as filed: Stock · position key `sid:sec:prov:90dc25676e1e695a63ff6b9c79d0b92f` · issuer key `cusip6:12326C`	NO CHANGE	+$7.9K	$229K	$237K	8,752	8,752
share class as filed: ETF · position key `pos:17529` · issuer key `iss:1602`	NO CHANGE	+$9.6K	$225K	$235K	2,173	2,173
share class as filed: Stock · position key `sid:sec:prov:023e6f42af3d708eaf6fe643444b81c2` · issuer key `cusip6:785688`	NO CHANGE	+$20.3K	$206K	$226K	3,000	3,000
share class as filed: ETF · position key `sid:sec:prov:2b2e1d16fa32eec3e42d9e34bbf0630d` · issuer key `cusip6:46432F`	NO CHANGE	−$1.3K	$224K	$222K	4,590	4,590
share class as filed: ETF · position key `sid:sec:prov:7e3935dc1f8b30677f3ae168aaf27ee0` · issuer key `iss:2392`	NO CHANGE	−$12.8K	$234K	$221K	1,767	1,767
share class as filed: ETF · position key `sid:sec:prov:8c68032375d4a3612847a155f834acdc` · issuer key `cusip6:464286`	NO CHANGE	−$7.9K	$222K	$214K	4,937	4,937
share class as filed: Stock · position key `pos:15893` · issuer key `iss:2362`	NO CHANGE	−$8.1K	$217K	$209K	19,183	19,183
share class as filed: ETF · position key `pos:13135` · issuer key `iss:2469`	NO CHANGE	−$7.7K	$215K	$207K	8,664	8,664
share class as filed: ETF · position key `sid:sec:prov:f2e51eae9d8c544593b194ae63868334` · issuer key `cusip6:33733A`	NO CHANGE	−$3.6K	$207K	$203K	5,000	5,000
share class as filed: Stock · position key `sid:sec:prov:8c0c758a9ddc4ec579f18dcb87426a4c` · issuer key `cusip6:25065A`	NO CHANGE	−$9.9K	$103K	$93.4K	11,512	11,512
share class as filed: Stock · position key `sid:sec:prov:734325c9eec97d21e093fb209effeb4d` · issuer key `cusip6:45826T`	NO CHANGE	−$25.3K	$79.2K	$53.9K	19,748	19,748
share class as filed: Stock · position key `sid:sec:prov:cabbf5a883b4364fc287153e0952b2c5` · issuer key `cusip6:14427M`	NO CHANGE	+$14.3K	$25.0K	$39.3K	50,000	50,000
share class as filed: Option · position key `pos:15686` · issuer key `iss:478` PUT	NO CHANGE	−$8.4K	$46.8K	$38.4K	2,400	2,400
share class as filed: Warrant/Rights · position key `sid:sec:prov:a88254ef2a078a5ebe193710345185d2` · issuer key `cusip6:140501` PRN	NO CHANGE	+$945	$29.6K	$30.6K	30,000	30,000
share class as filed: ADR · position key `sid:sec:prov:0c5cfa71c671c3e0742355b3d0fa925f` · issuer key `cusip6:36257Y`	NO CHANGE	−$3.6K	$23.2K	$19.6K	10,000	10,000
share class as filed: Option · position key `pos:12030` · issuer key `iss:525` CALL	NO CHANGE	+$5.9K	$2.2K	$8.1K	100	100
share class as filed: Option · position key `pos:11814` · issuer key `iss:371` PUT	NO CHANGE	+$6.2K	$1.2K	$7.3K	200	200
share class as filed: Option · position key `pos:13215` · issuer key `iss:144` CALL	NO CHANGE	−$1.6K	$9.0K	$7.3K	100	100
share class as filed: Option · position key `pos:14801` · issuer key `iss:1422` CALL	NO CHANGE	−$9.7K	$12.3K	$2.6K	2,000	2,000
share class as filed: Option · position key `pos:15642` · issuer key `iss:1334` PUT	NO CHANGE	−$2.3K	$3.7K	$1.5K	400	400

Ticker: no position here maps to a reviewed ticker. Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

708 issuers · 1,056 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

ISHARES TR CORE US AGGBD ET

46 positions · 46 reported rows

Rows Prime Capital Investment Advisors, LLC reported for ISHARES TR CORE US AGGBD ET, as it reported them
ISHARES TR CORE US AGGBD ET · ETF CUSIP — src ↗	$365M	3,679,473
ISHARES TR CORE S&P500 ETF · ETF CUSIP — src ↗	$305M	466,993
ISHARES TR CORE S&P TTL STK · ETF CUSIP — src ↗	$230M	1,616,418
ISHARES TR SP SMCP600VL ETF · ETF CUSIP — src ↗	$91.8M	775,003
ISHARES TR MSCI EAFE ETF · ETF CUSIP — src ↗	$55.5M	571,745
ISHARES TR TIPS BD ETF · ETF CUSIP — src ↗	$29.9M	270,514
ISHARES TR S&P 500 GRWT ETF · ETF CUSIP — src ↗	$20.8M	183,538
ISHARES TR RUS 1000 GRW ETF · ETF CUSIP — src ↗	$20.6M	48,249
ISHARES TR 7-10 YR TRSY BD · ETF CUSIP — src ↗	$16.8M	176,531
ISHARES TR CORE S&P SCP ETF · ETF CUSIP — src ↗	$16.7M	134,524
ISHARES TR RUS MID CAP ETF · ETF CUSIP — src ↗	$12.7M	130,840
ISHARES TR MORNINGSTAR GRWT · ETF CUSIP — src ↗	$11.7M	122,151
ISHARES TR CORE S&P MCP ETF · ETF CUSIP — src ↗	$10.5M	155,506
ISHARES TR U.S. TECH ETF · ETF CUSIP — src ↗	$8.9M	48,992
ISHARES TR SELECT DIVID ETF · ETF CUSIP — src ↗	$7.0M	46,312
ISHARES TR RUSSELL 2000 ETF · ETF CUSIP — src ↗	$6.9M	27,783
ISHARES TR RUS 1000 VAL ETF · ETF CUSIP — src ↗	$6.0M	28,126
ISHARES TR RUSSELL 3000 ETF · ETF CUSIP — src ↗	$4.6M	12,337
ISHARES TR S&P 500 VAL ETF · ETF CUSIP — src ↗	$4.4M	20,883
ISHARES TR RUS 1000 ETF · ETF CUSIP — src ↗	$2.5M	7,010
ISHARES TR ISHARES SEMICDTR · ETF CUSIP — src ↗	$2.2M	6,791
ISHARES TR EXPANDED TECH · ETF CUSIP — src ↗	$1.9M	23,524
ISHARES TR IBOXX INV CP ETF · ETF CUSIP — src ↗	$1.8M	16,960
ISHARES TR S&P SML 600 GWT · ETF CUSIP — src ↗	$1.8M	12,577
ISHARES TR S&P 100 ETF · ETF CUSIP — src ↗	$1.5M	4,841
ISHARES TR RUS MD CP GR ETF · ETF CUSIP — src ↗	$1.4M	10,712
ISHARES TR 20 YR TR BD ETF · ETF CUSIP — src ↗	$1.3M	15,312
ISHARES TR S&P MC 400GR ETF · ETF CUSIP — src ↗	$972K	9,659
ISHARES TR U.S. FINLS ETF · ETF CUSIP — src ↗	$957K	8,130
ISHARES TR ISHARES BIOTECH · ETF CUSIP — src ↗	$752K	4,451
ISHARES TR CORE S&P US VLU · ETF CUSIP — src ↗	$751K	7,347
ISHARES TR RUS MDCP VAL ETF · ETF CUSIP — src ↗	$717K	4,920
ISHARES TR US HLTHCARE ETF · ETF CUSIP — src ↗	$622K	10,090
ISHARES TR RUS 2000 GRW ETF · ETF CUSIP — src ↗	$582K	1,854
ISHARES TR CHINA LG-CAP ETF · ETF CUSIP — src ↗	$578K	16,099
ISHARES TR LATN AMER 40 ETF · ETF CUSIP — src ↗	$492K	13,865
ISHARES TR 1 3 YR TREAS BD · ETF CUSIP — src ↗	$468K	5,662
ISHARES TR US CONSUM DISCRE · ETF CUSIP — src ↗	$464K	4,786
ISHARES TR MSCI EMG MKT ETF · ETF CUSIP — src ↗	$415K	7,308
ISHARES TR S&P MC 400VL ETF · ETF CUSIP — src ↗	$344K	2,594
ISHARES TR U.S. UTILITS ETF · ETF CUSIP — src ↗	$335K	2,886
ISHARES TR CORE S&P US GWT · ETF CUSIP — src ↗	$332K	2,141
ISHARES TR U.S. ENERGY ETF · ETF CUSIP — src ↗	$252K	3,888
ISHARES TR RUS 2000 VAL ETF · ETF CUSIP — src ↗	$248K	1,308
ISHARES TR U.S. FIN SVC ETF · ETF CUSIP — src ↗	$200K	2,417
ISHARES TR MSCI EAFE ETF · Option · CALL CUSIP — src ↗	$56.4K	16,100

ticker not yet mapped

$1.2B

8,739,150

14.4%

—

VANGUARD INDEX FDS TOTAL STK MKT

13 positions · 13 reported rows

Rows Prime Capital Investment Advisors, LLC reported for VANGUARD INDEX FDS TOTAL STK MKT, as it reported them
VANGUARD INDEX FDS TOTAL STK MKT · ETF CUSIP — src ↗	$348M	1,083,783
VANGUARD INDEX FDS VALUE ETF · ETF CUSIP — src ↗	$133M	676,693
VANGUARD INDEX FDS S&P 500 ETF SHS · ETF CUSIP 922908363 src ↗	$122M	203,535
VANGUARD INDEX FDS REAL ESTATE ETF · ETF CUSIP 922908553 src ↗	$31.0M	349,940
VANGUARD INDEX FDS GROWTH ETF · ETF CUSIP — src ↗	$18.1M	41,377
VANGUARD INDEX FDS MID CAP ETF · ETF CUSIP — src ↗	$7.3M	25,469
VANGUARD INDEX FDS EXTEND MKT ETF · ETF CUSIP — src ↗	$6.6M	32,108
VANGUARD INDEX FDS SM CP VAL ETF · ETF CUSIP — src ↗	$5.4M	25,044
VANGUARD INDEX FDS SMALL CP ETF · ETF CUSIP — src ↗	$4.4M	16,764
VANGUARD INDEX FDS SML CP GRW ETF · ETF CUSIP 922908595 src ↗	$2.7M	8,816
VANGUARD INDEX FDS MCAP VL IDXVIP · ETF CUSIP 922908512 src ↗	$945K	5,130
VANGUARD INDEX FDS MCAP GR IDXVIP · ETF CUSIP 922908538 src ↗	$417K	1,620
VANGUARD INDEX FDS LARGE CAP ETF · ETF CUSIP — src ↗	$391K	1,307

ticker not yet mapped

$679M

2,471,586

7.9%

—

SCHWAB STRATEGIC TR US LRG CAP ETF

16 positions · 16 reported rows

Rows Prime Capital Investment Advisors, LLC reported for SCHWAB STRATEGIC TR US LRG CAP ETF, as it reported them
SCHWAB STRATEGIC TR US LRG CAP ETF · ETF CUSIP — src ↗	$228M	8,900,665
SCHWAB STRATEGIC TR INTL EQTY ETF · ETF CUSIP — src ↗	$110M	4,430,297
SCHWAB STRATEGIC TR US LCAP GR ETF · ETF CUSIP — src ↗	$63.6M	2,184,354
SCHWAB STRATEGIC TR US TIPS ETF · ETF CUSIP — src ↗	$60.3M	2,265,508
SCHWAB STRATEGIC TR US MID-CAP ETF · ETF CUSIP — src ↗	$58.0M	1,874,193
SCHWAB STRATEGIC TR US LCAP VA ETF · ETF CUSIP — src ↗	$20.1M	659,706
SCHWAB STRATEGIC TR US SML CAP ETF · ETF CUSIP — src ↗	$14.2M	487,631
SCHWAB STRATEGIC TR US BRD MKT ETF · ETF CUSIP — src ↗	$9.9M	394,390
SCHWAB STRATEGIC TR EMRG MKTEQ ETF · ETF CUSIP — src ↗	$9.9M	300,063
SCHWAB STRATEGIC TR INTL SCEQT ETF · ETF CUSIP — src ↗	$6.6M	141,991
SCHWAB STRATEGIC TR SHT TM US TRES · ETF CUSIP — src ↗	$3.4M	138,213
SCHWAB STRATEGIC TR US DIVIDEND EQ · ETF CUSIP — src ↗	$2.9M	95,114
SCHWAB STRATEGIC TR 1000 INDEX ETF · ETF CUSIP — src ↗	$731K	23,348
SCHWAB STRATEGIC TR US AGGREGATE B · ETF CUSIP — src ↗	$727K	31,318
SCHWAB STRATEGIC TR FUNDAMENTAL US L · ETF CUSIP — src ↗	$414K	14,858
SCHWAB STRATEGIC TR US REIT ETF · ETF CUSIP — src ↗	$201K	9,338

ticker not yet mapped

$589M

21,950,987

6.8%

—

AMERICAN CENTY ETF TR US LARGE CAP VLU

6 positions · 6 reported rows

Rows Prime Capital Investment Advisors, LLC reported for AMERICAN CENTY ETF TR US LARGE CAP VLU, as it reported them
AMERICAN CENTY ETF TR US LARGE CAP VLU · ETF CUSIP 025072349 src ↗	$93.8M	1,163,667
AMERICAN CENTY ETF TR AVANTIS EMGMKT · ETF CUSIP 025072604 src ↗	$60.9M	756,001
AMERICAN CENTY ETF TR US SML CP VALU · ETF CUSIP 025072877 src ↗	$48.5M	439,214
AMERICAN CENTY ETF TR INTL EQT ETF · ETF CUSIP 025072703 src ↗	$31.1M	366,255
AMERICAN CENTY ETF TR INTL SMCP VLU · ETF CUSIP 025072802 src ↗	$26.1M	261,555
AMERICAN CENTY ETF TR DIVERSIFIED MU · ETF CUSIP 025072505 src ↗	$17.0M	339,492

ticker not yet mapped

$277M

3,326,184

3.2%

—

ISHARES TR CORE MSCI TOTAL

5 positions · 5 reported rows

Rows Prime Capital Investment Advisors, LLC reported for ISHARES TR CORE MSCI TOTAL, as it reported them
ISHARES TR CORE MSCI TOTAL · ETF CUSIP 46432F834 src ↗	$101M	1,163,580
ISHARES TR MSCI USA QLT FCT · ETF CUSIP 46432F339 src ↗	$88.1M	459,443
ISHARES TR CORE MSCI EAFE · ETF CUSIP 46432F842 src ↗	$57.7M	637,728
ISHARES TR MSCI USA MMENTM · ETF CUSIP 46432F396 src ↗	$22.6M	94,000
ISHARES TR CORE 1 5 YR USD · ETF CUSIP 46432F859 src ↗	$222K	4,590

ticker not yet mapped

$269M

2,359,341

3.1%

—

VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF

7 positions · 7 reported rows

Rows Prime Capital Investment Advisors, LLC reported for VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF, as it reported them
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF · ETF CUSIP 922042874 src ↗	$159M	1,927,470
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF · ETF CUSIP 922042866 src ↗	$64.0M	654,600
VANGUARD INTL EQUITY INDEX F GLB EX US ETF · ETF CUSIP 922042676 src ↗	$3.5M	78,431
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF · ETF CUSIP 922042858 src ↗	$1.8M	32,505
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US · ETF CUSIP — src ↗	$826K	10,996
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF · ETF CUSIP 922042718 src ↗	$402K	2,757
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF · ETF CUSIP — src ↗	$275K	1,985

ticker not yet mapped

$230M

2,708,744

2.7%

—

ISHARES TR NATIONAL MUN ETF

24 positions · 24 reported rows

Rows Prime Capital Investment Advisors, LLC reported for ISHARES TR NATIONAL MUN ETF, as it reported them
ISHARES TR NATIONAL MUN ETF · ETF CUSIP — src ↗	$68.6M	645,815
ISHARES TR CRE U S REIT ETF · ETF CUSIP — src ↗	$45.8M	774,046
ISHARES TR ISHS 1-5YR INVS · ETF CUSIP — src ↗	$29.9M	569,198
ISHARES TR SHRT NAT MUN ETF · ETF CUSIP — src ↗	$15.7M	147,013
ISHARES TR ISHS 5-10YR INVT · ETF CUSIP — src ↗	$10.5M	196,760
ISHARES TR TRUST ISHARE 0-1 · ETF CUSIP — src ↗	$10.4M	94,040
ISHARES TR MBS ETF · ETF CUSIP — src ↗	$6.0M	63,705
ISHARES TR US AER DEF ETF · ETF CUSIP — src ↗	$4.7M	21,430
ISHARES TR CALIF MUN BD ETF · ETF CUSIP — src ↗	$4.3M	75,771
ISHARES TR MORNINGSTAR VALU · ETF CUSIP — src ↗	$3.0M	32,447
ISHARES TR IBOXX HI YD ETF · ETF CUSIP — src ↗	$2.5M	31,443
ISHARES TR 10-20 YR TRS ETF · ETF CUSIP — src ↗	$1.7M	17,158
ISHARES TR MSCI ACWI ETF · ETF CUSIP — src ↗	$1.6M	11,557
ISHARES TR PFD AND INCM SEC · ETF CUSIP — src ↗	$1.4M	47,433
ISHARES TR MSCI ACWI EX US · ETF CUSIP — src ↗	$1.4M	20,227
ISHARES TR INTL SEL DIV ETF · ETF CUSIP — src ↗	$1.1M	24,743
ISHARES TR MSCI AC ASIA ETF · ETF CUSIP — src ↗	$594K	6,170
ISHARES TR 3 7 YR TREAS BD · ETF CUSIP — src ↗	$512K	4,320
ISHARES TR MRGSTR MD CP VAL · ETF CUSIP — src ↗	$450K	5,304
ISHARES TR EAFE GRWTH ETF · ETF CUSIP — src ↗	$436K	3,917
ISHARES TR EAFE VALUE ETF · ETF CUSIP — src ↗	$412K	5,535
ISHARES TR GLOBAL MATER ETF · ETF CUSIP — src ↗	$402K	3,784
ISHARES TR JPMORGAN USD EMG · ETF CUSIP — src ↗	$391K	4,163
ISHARES TR GOV/CRED BD ETF · ETF CUSIP — src ↗	$271K	2,605

ticker not yet mapped

$212M

2,808,584

2.5%

—

APPLE INC COM

2 positions · 2 reported rows

Rows Prime Capital Investment Advisors, LLC reported for APPLE INC COM, as it reported them
APPLE INC COM · Option CUSIP — src ↗	$198M	780,041
APPLE INC COM · Option · CALL CUSIP — src ↗	$7.3K	100

ticker not yet mapped

$198M

780,141

2.3%

—

NVIDIA CORPORATION COM

3 positions · 4 reported rows

Rows Prime Capital Investment Advisors, LLC reported for NVIDIA CORPORATION COM, as it reported them
NVIDIA CORPORATION COM · Option CUSIP — src ↗	$197M	1,131,043
NVIDIA CORPORATION COM · Option · CALL CUSIP — src ↗	$37.5K	2,000
NVIDIA CORPORATION COM · Option · CALL CUSIP — src ↗	$26.3K	5,000
NVIDIA CORPORATION COM · Option · PUT CUSIP — src ↗	$1.5K	400

ticker not yet mapped

$197M

1,138,443

2.3%

—

VANGUARD BD INDEX FDS TOTAL BND MRKT

3 positions · 3 reported rows

Rows Prime Capital Investment Advisors, LLC reported for VANGUARD BD INDEX FDS TOTAL BND MRKT, as it reported them
VANGUARD BD INDEX FDS TOTAL BND MRKT · ETF CUSIP — src ↗	$103M	1,403,857
VANGUARD BD INDEX FDS SHORT TRM BOND · ETF CUSIP — src ↗	$56.9M	725,647
VANGUARD BD INDEX FDS INTERMED TERM · ETF CUSIP 921937819 src ↗	$18.0M	233,220

ticker not yet mapped

$178M

2,362,724

2.1%

—

WISDOMTREE TR US QTLY DIV GRT

6 positions · 6 reported rows

Rows Prime Capital Investment Advisors, LLC reported for WISDOMTREE TR US QTLY DIV GRT, as it reported them
WISDOMTREE TR US QTLY DIV GRT · ETF CUSIP — src ↗	$94.8M	1,079,247
WISDOMTREE TR YIELD ENHANCD US · ETF CUSIP — src ↗	$29.4M	675,916
WISDOMTREE TR US SHT TRM CORP · ETF CUSIP — src ↗	$17.3M	357,584
WISDOMTREE TR INTL QULTY DIV · ETF CUSIP — src ↗	$9.0M	224,821
WISDOMTREE TR EUROPE HEDGED EQ · ETF CUSIP — src ↗	$544K	10,404
WISDOMTREE TR EM EX ST-OWNED · ETF CUSIP — src ↗	$303K	7,550

ticker not yet mapped

$151M

2,355,522

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC CAP STK CL A

2 positions · 2 reported rows

Rows Prime Capital Investment Advisors, LLC reported for ALPHABET INC CAP STK CL A, as it reported them
ALPHABET INC CAP STK CL A · Stock CUSIP — src ↗	$75.2M	261,441
ALPHABET INC CAP STK CL C · Stock CUSIP — src ↗	$51.6M	179,828

$127M

441,269

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP COM

2 positions · 2 reported rows

Rows Prime Capital Investment Advisors, LLC reported for MICROSOFT CORP COM, as it reported them
MICROSOFT CORP COM · Stock CUSIP — src ↗	$120M	324,256
MICROSOFT CORP COM · Option · CALL CUSIP — src ↗	$6	4,000

$120M

328,256

1.4%

—

FIDELITY COVINGTON TRUST ENHANCED SMALL

2 positions · 2 reported rows

Rows Prime Capital Investment Advisors, LLC reported for FIDELITY COVINGTON TRUST ENHANCED SMALL, as it reported them
FIDELITY COVINGTON TRUST ENHANCED SMALL · ETF CUSIP 31609A206 src ↗	$118M	3,113,064
FIDELITY COVINGTON TRUST ENHANCED INTL · ETF CUSIP 31609A404 src ↗	$487K	13,078

ticker not yet mapped

$119M

3,126,142

1.4%

—

INVESCO QQQ TR UNIT SER 1 · Option CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$118M

204,402

1.4%

—

AMAZON COM INC COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$107M

513,831

1.2%

—

J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF

8 positions · 8 reported rows

Rows Prime Capital Investment Advisors, LLC reported for J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF, as it reported them
J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF · ETF CUSIP 46641Q852 src ↗	$44.3M	927,039
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM · ETF CUSIP — src ↗	$28.4M	500,267
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL · ETF CUSIP 46641Q654 src ↗	$14.6M	285,841
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF · ETF CUSIP 46641Q837 src ↗	$10.6M	210,354
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF · ETF CUSIP 46641Q647 src ↗	$5.2M	103,166
J P MORGAN EXCHANGE TRADED F BETABUILDERS EUR · ETF CUSIP 46641Q191 src ↗	$835K	11,537
J P MORGAN EXCHANGE TRADED F BETABUILDERS US · ETF CUSIP 46641Q241 src ↗	$548K	11,879
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT · ETF CUSIP 46641Q308 src ↗	$283K	4,562

ticker not yet mapped

$105M

2,054,645

1.2%

—

STATE STR SPDR S&P 500 ETF T TR UNIT

2 positions · 2 reported rows

Rows Prime Capital Investment Advisors, LLC reported for STATE STR SPDR S&P 500 ETF T TR UNIT, as it reported them
STATE STR SPDR S&P 500 ETF T TR UNIT · ETF CUSIP — src ↗	$102M	157,531
STATE STR SPDR S&P 500 ETF T TR UNIT · Option · PUT CUSIP — src ↗	$100K	2,800

ticker not yet mapped

$103M

160,331

1.2%

—

VANGUARD MUN BD FDS TAX EXEMPT BD · ETF CUSIP 922907746
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$94.6M

1,896,133

1.1%

—

BONDBLOXX ETF TRUST BLOOMBERG TEN YR

3 positions · 3 reported rows

Rows Prime Capital Investment Advisors, LLC reported for BONDBLOXX ETF TRUST BLOOMBERG TEN YR, as it reported them
BONDBLOXX ETF TRUST BLOOMBERG TEN YR · ETF CUSIP 09789C812 src ↗	$91.1M	1,987,051
BONDBLOXX ETF TRUST BONDBLOXX PRIVAT · ETF CUSIP 09789C671 src ↗	$1.3M	26,575
BONDBLOXX ETF TRUST BLOOMBERG FVE YR · ETF CUSIP 09789C838 src ↗	$946K	19,250

ticker not yet mapped

$93.4M

2,032,876

1.1%

—

BROADCOM INC COM

2 positions · 3 reported rows

Rows Prime Capital Investment Advisors, LLC reported for BROADCOM INC COM, as it reported them
BROADCOM INC COM · Stock CUSIP — src ↗	$78.5M	253,591
BROADCOM INC COM · Option · CALL CUSIP — src ↗	$97.7K	3,000
BROADCOM INC COM · Option · CALL CUSIP — src ↗	$13.2K	3,000

ticker not yet mapped

$78.6M

259,591

0.9%

—

VANGUARD WORLD FD MEGA GRWTH IND

3 positions · 3 reported rows

Rows Prime Capital Investment Advisors, LLC reported for VANGUARD WORLD FD MEGA GRWTH IND, as it reported them
VANGUARD WORLD FD MEGA GRWTH IND · ETF CUSIP 921910816 src ↗	$68.0M	185,052
VANGUARD WORLD FD MEGA CAP INDEX · ETF CUSIP 921910873 src ↗	$4.2M	17,927
VANGUARD WORLD FD ESG US STK ETF · ETF CUSIP 921910733 src ↗	$281K	2,502

ticker not yet mapped

$72.5M

205,481

0.8%

—

ISHARES TR US TREAS BD ETF

7 positions · 7 reported rows

Rows Prime Capital Investment Advisors, LLC reported for ISHARES TR US TREAS BD ETF, as it reported them
ISHARES TR US TREAS BD ETF · ETF CUSIP 46429B267 src ↗	$32.5M	1,416,524
ISHARES TR 0-5 YR TIPS ETF · ETF CUSIP 46429B747 src ↗	$31.3M	302,644
ISHARES TR MSCI USA MIN VOL · ETF CUSIP 46429B697 src ↗	$3.5M	38,229
ISHARES TR MSCI EAFE MIN VL · ETF CUSIP 46429B689 src ↗	$1.4M	15,151
ISHARES TR FLTG RATE NT ETF · ETF CUSIP 46429B655 src ↗	$1.0M	20,341
ISHARES TR MSCI INDIA ETF · ETF CUSIP 46429B598 src ↗	$749K	15,984
ISHARES TR CORE HIGH DV ETF · ETF CUSIP 46429B663 src ↗	$570K	4,199

ticker not yet mapped

$71.0M

1,813,072

0.8%

—

WALMART INC COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$69.8M

561,402

0.8%

—

VANGUARD SCOTTSDALE FDS LONG TERM TREAS

7 positions · 7 reported rows

Rows Prime Capital Investment Advisors, LLC reported for VANGUARD SCOTTSDALE FDS LONG TERM TREAS, as it reported them
VANGUARD SCOTTSDALE FDS LONG TERM TREAS · ETF CUSIP 92206C847 src ↗	$57.4M	1,036,209
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW · ETF CUSIP 92206C680 src ↗	$2.2M	20,507
VANGUARD SCOTTSDALE FDS INTER TERM TREAS · ETF CUSIP 92206C706 src ↗	$2.1M	34,613
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS · ETF CUSIP 92206C102 src ↗	$1.9M	32,061
VANGUARD SCOTTSDALE FDS LG-TERM COR BD · ETF CUSIP 92206C813 src ↗	$1.5M	19,853
VANGUARD SCOTTSDALE FDS INT-TERM CORP · ETF CUSIP — src ↗	$1.5M	17,739
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD · ETF CUSIP 92206C409 src ↗	$873K	11,017

ticker not yet mapped

$67.4M

1,171,999

0.8%

—

VANGUARD CHARLOTTE FDS TOTAL INT BD ETF · ETF CUSIP 92203J407
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$66.0M

1,374,142

0.8%

—

ISHARES INC CORE MSCI EMKT

2 positions · 2 reported rows

Rows Prime Capital Investment Advisors, LLC reported for ISHARES INC CORE MSCI EMKT, as it reported them
ISHARES INC CORE MSCI EMKT · ETF CUSIP — src ↗	$62.7M	898,374
ISHARES INC MSCI EMRG CHN · ETF CUSIP — src ↗	$861K	10,950

ticker not yet mapped

$63.5M

909,324

0.7%

—

DIMENSIONAL ETF TRUST EMGR CRE EQT MNG

14 positions · 14 reported rows

Rows Prime Capital Investment Advisors, LLC reported for DIMENSIONAL ETF TRUST EMGR CRE EQT MNG, as it reported them
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG · ETF CUSIP 25434V302 src ↗	$28.8M	850,754
DIMENSIONAL ETF TRUST US CORE EQUITY 2 · ETF CUSIP 25434V708 src ↗	$16.3M	420,219
DIMENSIONAL ETF TRUST ULTRASHORT FIXED · ETF CUSIP 25434V591 src ↗	$6.6M	129,381
DIMENSIONAL ETF TRUST INTL CORE EQUITY · ETF CUSIP 25434V799 src ↗	$2.5M	69,310
DIMENSIONAL ETF TRUST US MKTWIDE VALUE · ETF CUSIP 25434V724 src ↗	$1.6M	32,368
DIMENSIONAL ETF TRUST US EQUITY MARKET · ETF CUSIP 25434V401 src ↗	$1.5M	21,413
DIMENSIONAL ETF TRUST US TARGETED VLU · ETF CUSIP 25434V609 src ↗	$1.4M	22,606
DIMENSIONAL ETF TRUST GLOBAL CORE PLUS · ETF CUSIP 25434V583 src ↗	$1.4M	26,118
DIMENSIONAL ETF TRUST US HIGH PROFITAB · ETF CUSIP 25434V831 src ↗	$593K	16,119
DIMENSIONAL ETF TRUST US REAL ESTATE E · ETF CUSIP 25434V823 src ↗	$417K	17,651
DIMENSIONAL ETF TRUST WORLD EX US CORE · ETF CUSIP 25434V880 src ↗	$417K	12,280
DIMENSIONAL ETF TRUST EMERGING MKTS CO · ETF CUSIP 25434V732 src ↗	$414K	11,996
DIMENSIONAL ETF TRUST US SUSTAINABILTY · ETF CUSIP 25434V716 src ↗	$330K	8,025
DIMENSIONAL ETF TRUST US SMALL CAP ETF · ETF CUSIP 25434V500 src ↗	$289K	4,061

ticker not yet mapped

$62.5M

1,642,301

0.7%

—

BERKSHIRE HATHAWAY INC DEL CL B NEW · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$61.1M

127,562

0.7%

—

ELI LILLY & CO COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$59.9M

65,157

0.7%

—

BLACKROCK ETF TRUST II ISHARES FLEXIBLE

3 positions · 3 reported rows

Rows Prime Capital Investment Advisors, LLC reported for BLACKROCK ETF TRUST II ISHARES FLEXIBLE, as it reported them
BLACKROCK ETF TRUST II ISHARES FLEXIBLE · ETF CUSIP — src ↗	$38.6M	743,242
BLACKROCK ETF TRUST II ISHARES AAA CLO · ETF CUSIP — src ↗	$10.1M	195,748
BLACKROCK ETF TRUST II ISHARES HIGH YIE · ETF CUSIP — src ↗	$7.8M	163,332

ticker not yet mapped

$56.6M

1,102,322

0.7%

—

SELECT SECTOR SPDR TR STATE STREET TEC

10 positions · 10 reported rows

Rows Prime Capital Investment Advisors, LLC reported for SELECT SECTOR SPDR TR STATE STREET TEC, as it reported them
SELECT SECTOR SPDR TR STATE STREET TEC · ETF CUSIP — src ↗	$13.5M	101,585
SELECT SECTOR SPDR TR STATE STREET UTI · ETF CUSIP — src ↗	$9.6M	208,262
SELECT SECTOR SPDR TR STATE STREET CON · ETF CUSIP — src ↗	$9.5M	115,534
SELECT SECTOR SPDR TR STATE STREET ENE · ETF CUSIP 81369Y506 src ↗	$5.5M	90,537
SELECT SECTOR SPDR TR STATE STREET HEA · ETF CUSIP 81369Y209 src ↗	$5.4M	37,106
SELECT SECTOR SPDR TR STATE STREET IND · ETF CUSIP 81369Y704 src ↗	$4.2M	26,204
SELECT SECTOR SPDR TR STATE STREET COM · ETF CUSIP 81369Y852 src ↗	$3.5M	31,879
SELECT SECTOR SPDR TR STATE STREET FIN · ETF CUSIP 81369Y605 src ↗	$3.1M	62,675
SELECT SECTOR SPDR TR STATE STREET CON · ETF CUSIP 81369Y407 src ↗	$1.3M	12,067
SELECT SECTOR SPDR TR STATE STREET MAT · ETF CUSIP 81369Y100 src ↗	$262K	5,244

ticker not yet mapped

$56.0M

691,093

0.6%

—

ISHARES TR CORE INTL AGGR

10 positions · 10 reported rows

Rows Prime Capital Investment Advisors, LLC reported for ISHARES TR CORE INTL AGGR, as it reported them
ISHARES TR CORE INTL AGGR · ETF CUSIP 46435G672 src ↗	$44.8M	896,069
ISHARES TR INTL DIV GRWTH · ETF CUSIP 46435G524 src ↗	$3.7M	44,588
ISHARES TR INVESTMENT GRADE · ETF CUSIP 46435G219 src ↗	$1.5M	32,956
ISHARES TR IBONDS DEC2026 · ETF CUSIP 46435GAA0 src ↗	$1.2M	47,823
ISHARES TR MSCI USA SMCP MN · ETF CUSIP 46435G433 src ↗	$807K	18,494
ISHARES TR FALN ANGLS USD · ETF CUSIP 46435G474 src ↗	$802K	30,008
ISHARES TR MSCI ACWI EXUS · ETF CUSIP 46435G847 src ↗	$718K	17,560
ISHARES TR CORE MSCI INTL · ETF CUSIP 46435G326 src ↗	$386K	4,615
ISHARES TR HIGH YLD SYSTM B · ETF CUSIP 46435G250 src ↗	$336K	7,228
ISHARES TR ESG AW MSCI EAFE · ETF CUSIP 46435G516 src ↗	$231K	2,413

ticker not yet mapped

$54.5M

1,101,754

0.6%

—

SPDR SERIES TRUST STATE STREET SPD

18 positions · 18 reported rows

Rows Prime Capital Investment Advisors, LLC reported for SPDR SERIES TRUST STATE STREET SPD, as it reported them
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP — src ↗	$23.0M	235,300
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP — src ↗	$7.9M	103,314
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP — src ↗	$3.9M	69,750
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP — src ↗	$3.6M	144,675
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP — src ↗	$3.6M	24,524
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP — src ↗	$1.4M	10,650
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP — src ↗	$1.1M	11,412
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP — src ↗	$998K	3,060
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP — src ↗	$854K	28,393
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP — src ↗	$708K	2,788
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP — src ↗	$557K	24,878
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP — src ↗	$524K	6,628
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP — src ↗	$360K	3,928
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP — src ↗	$293K	10,215
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP — src ↗	$283K	2,992
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP — src ↗	$235K	2,173
SPDR SERIES TRUST BLOOMBERG INTL T · ETF CUSIP — src ↗	$230K	10,490
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP — src ↗	$221K	2,305

ticker not yet mapped

$49.8M

697,475

0.6%

—

PALMER SQUARE FUNDS TR CR OPPORTUNITIES · ETF CUSIP 696930106
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$48.9M

2,385,079

0.6%

—

PIMCO ETF TR MULTISECTOR BD

5 positions · 5 reported rows

Rows Prime Capital Investment Advisors, LLC reported for PIMCO ETF TR MULTISECTOR BD, as it reported them
PIMCO ETF TR MULTISECTOR BD · Stock CUSIP 72201R585 src ↗	$45.2M	1,724,346
PIMCO ETF TR SHTRM MUN BD ACT · ETF CUSIP 72201R874 src ↗	$2.4M	47,925
PIMCO ETF TR ENHAN SHRT MA AC · ETF CUSIP — src ↗	$478K	4,749
PIMCO ETF TR ACTIVE BD ETF · ETF CUSIP 72201R775 src ↗	$333K	3,607
PIMCO ETF TR INTER MUN BD ACT · ETF CUSIP 72201R866 src ↗	$211K	4,036

ticker not yet mapped

$48.6M

1,784,663

0.6%

—

EXXON MOBIL CORP COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$47.8M

281,666

0.6%

—

META PLATFORMS INC CL A

2 positions · 2 reported rows

Rows Prime Capital Investment Advisors, LLC reported for META PLATFORMS INC CL A, as it reported them
META PLATFORMS INC CL A · Stock CUSIP — src ↗	$47.5M	83,090
META PLATFORMS INC CL A · Option · CALL CUSIP — src ↗	$11.9K	1,500

ticker not yet mapped

$47.5M

84,590

0.5%

—

ISHARES TR CORE MSCI EURO

12 positions · 12 reported rows

Rows Prime Capital Investment Advisors, LLC reported for ISHARES TR CORE MSCI EURO, as it reported them
ISHARES TR CORE MSCI EURO · ETF CUSIP 46434V738 src ↗	$19.0M	269,881
ISHARES TR HDG MSCI EAFE · ETF CUSIP 46434V803 src ↗	$13.3M	311,823
ISHARES TR CORE MSCI PAC · ETF CUSIP 46434V696 src ↗	$5.5M	71,997
ISHARES TR ULTRA SHORT DUR · ETF CUSIP 46434V878 src ↗	$3.1M	61,225
ISHARES TR CORE UNIVRSL USD · ETF CUSIP 46434V613 src ↗	$1.8M	38,778
ISHARES TR CORE DIV GRWTH · ETF CUSIP — src ↗	$1.5M	21,083
ISHARES TR 0-5YR HI YL CP · ETF CUSIP — src ↗	$1.2M	27,432
ISHARES TR TRS FLT RT BD · ETF CUSIP 46434V860 src ↗	$713K	14,090
ISHARES TR FUTURE EXPONENTI · ETF CUSIP 46434V381 src ↗	$443K	6,502
ISHARES TR MSCI INTL MOMENT · ETF CUSIP 46434V449 src ↗	$409K	8,513
ISHARES TR GLOBAL REIT ETF · ETF CUSIP 46434V647 src ↗	$281K	11,168
ISHARES TR U S EQUITY FACTR · ETF CUSIP 46434V282 src ↗	$265K	4,010

ticker not yet mapped

$47.4M

846,502

0.5%

—

COSTCO WHOLESALE CORPORATION COM

2 positions · 2 reported rows

Rows Prime Capital Investment Advisors, LLC reported for COSTCO WHOLESALE CORPORATION COM, as it reported them
COSTCO WHOLESALE CORPORATION COM · Stock CUSIP — src ↗	$45.6M	45,729
COSTCO WHOLESALE CORPORATION COM · Option · CALL CUSIP — src ↗	$8.1K	100

ticker not yet mapped

$45.6M

45,829

0.5%

—

SPDR SERIES TRUST STATE STREET SPD

10 positions · 10 reported rows

Rows Prime Capital Investment Advisors, LLC reported for SPDR SERIES TRUST STATE STREET SPD, as it reported them
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP 78468R200 src ↗	$13.8M	449,402
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP 78468R622 src ↗	$10.8M	112,525
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP 78468R739 src ↗	$10.0M	208,447
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP 78468R663 src ↗	$3.4M	37,052
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP 78468R101 src ↗	$2.6M	89,834
STATE STREET SPDR PORTFOLIO HIGH YIELD · ETF CUSIP 78468R606 src ↗	$2.0M	85,322
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP 78468R648 src ↗	$838K	14,331
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP — src ↗	$676K	13,990
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP 78468R770 src ↗	$335K	2,788
SPDR SERIES TRUST STATE STREET SPD · ETF CUSIP 78468R721 src ↗	$307K	6,780

ticker not yet mapped

$44.7M

1,020,471

0.5%

—

JPMORGAN CHASE & CO COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$42.5M

144,493

0.5%

—

VANGUARD SPECIALIZED FUNDS DIV APP ETF · ETF CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$41.9M

194,698

0.5%

—

ISHARES TR BROAD USD HIGH

4 positions · 4 reported rows

Rows Prime Capital Investment Advisors, LLC reported for ISHARES TR BROAD USD HIGH, as it reported them
ISHARES TR BROAD USD HIGH · ETF CUSIP 46435U853 src ↗	$39.9M	1,082,373
ISHARES TR IBONDS 27 ETF · ETF CUSIP 46435UAA9 src ↗	$1.2M	49,254
ISHARES TR IBDS DEC28 ETF · ETF CUSIP 46435U515 src ↗	$431K	17,008
ISHARES TR IBONDS DEC 27 · ETF CUSIP 46435U283 src ↗	$262K	10,284

ticker not yet mapped

$41.8M

1,158,919

0.5%

—

ETF SER SOLUTIONS BAHL & GAYNOR IN

6 positions · 6 reported rows

Rows Prime Capital Investment Advisors, LLC reported for ETF SER SOLUTIONS BAHL & GAYNOR IN, as it reported them
ETF SER SOLUTIONS BAHL & GAYNOR IN · ETF CUSIP 26922B527 src ↗	$17.5M	527,196
ETF SER SOLUTIONS BAHL GAYNOR SML · ETF CUSIP — src ↗	$9.9M	336,636
ETF SER SOLUTIONS APTUS INT ENH YL · ETF CUSIP 26922B709 src ↗	$4.6M	184,920
ETF SER SOLUTIONS APTUS DEFERRED I · ETF CUSIP 26922B451 src ↗	$3.1M	116,336
ETF SER SOLUTIONS APTUS LARGE CAP · ETF CUSIP 26922B535 src ↗	$2.5M	68,978
ETF SER SOLUTIONS APTUS ENHANCED · ETF CUSIP 26922B642 src ↗	$2.3M	102,869

ticker not yet mapped

$39.8M

1,336,935

0.5%

—

FIDELITY COVINGTON TRUST MSCI INFO TECH I

4 positions · 4 reported rows

Rows Prime Capital Investment Advisors, LLC reported for FIDELITY COVINGTON TRUST MSCI INFO TECH I, as it reported them
FIDELITY COVINGTON TRUST MSCI INFO TECH I · ETF CUSIP 316092808 src ↗	$22.0M	105,576
FIDELITY COVINGTON TRUST HIGH DIVID ETF · ETF CUSIP 316092840 src ↗	$16.0M	290,253
FIDELITY COVINGTON TRUST QLTY FCTOR ETF · ETF CUSIP 316092790 src ↗	$1.4M	18,662
FIDELITY COVINGTON TRUST INT HG DIV ETF · ETF CUSIP 316092725 src ↗	$395K	14,292

ticker not yet mapped

$39.7M

428,783

0.5%

—

HOME DEPOT INC COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$39.0M

118,608

0.5%

—

GE VERNOVA INC COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$38.5M

44,110

0.4%

—

CHEVRON CORPORATION COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$35.7M

172,421

0.4%

—

RTX CORPORATION COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$35.2M

182,357

0.4%

—

PALANTIR TECHNOLOGIES INC CL A

2 positions · 2 reported rows

Rows Prime Capital Investment Advisors, LLC reported for PALANTIR TECHNOLOGIES INC CL A, as it reported them
PALANTIR TECHNOLOGIES INC CL A · Option CUSIP — src ↗	$33.2M	226,758
PALANTIR TECHNOLOGIES INC CL A · Option · CALL CUSIP — src ↗	$2.6K	3,000

ticker not yet mapped

$33.2M

229,758

0.4%

—

FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED

5 positions · 5 reported rows

Rows Prime Capital Investment Advisors, LLC reported for FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED, as it reported them
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED · ETF CUSIP — src ↗	$30.7M	1,097,887
FIRST TR EXCHNG TRADED FD VI FT VEST LAD · ETF CUSIP 33740U729 src ↗	$670K	25,510
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT · ETF CUSIP 33740U679 src ↗	$429K	11,583
FIRST TR EXCHNG TRADED FD VI FT VEST U.S. · ETF CUSIP 33740U406 src ↗	$324K	7,307
FIRST TR EXCHNG TRADED FD VI FT VEST U.S. · ETF CUSIP 33740U802 src ↗	$211K	5,295

ticker not yet mapped

$32.4M

1,147,582

0.4%

—

TESLA INC COM

2 positions · 2 reported rows

Rows Prime Capital Investment Advisors, LLC reported for TESLA INC COM, as it reported them
TESLA INC COM · Stock CUSIP — src ↗	$32.2M	86,495
TESLA INC COM · Option · CALL CUSIP — src ↗	$40.9K	200

ticker not yet mapped

$32.2M

86,695

0.4%

—

EATON CORP PLC SHS · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$31.7M

88,739

0.4%

—

NETFLIX INC. COM

2 positions · 2 reported rows

Rows Prime Capital Investment Advisors, LLC reported for NETFLIX INC. COM, as it reported them
NETFLIX INC. COM · Stock CUSIP — src ↗	$31.1M	322,952
NETFLIX INC. COM · Option · CALL CUSIP — src ↗	$144K	15,000

ticker not yet mapped

$31.2M

337,952

0.4%

—

VISA INC COM CL A · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$29.1M

96,159

0.3%

—

ABBVIE INC COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$28.6M

131,500

0.3%

—

ISHARES GOLD TR ISHARES NEW · ETF CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$27.8M

315,598

0.3%

—

TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS · ADR CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$27.3M

80,797

0.3%

—

FIRST TR EXCHANGE-TRADED FD FT VEST RIS

4 positions · 4 reported rows

Rows Prime Capital Investment Advisors, LLC reported for FIRST TR EXCHANGE-TRADED FD FT VEST RIS, as it reported them
FIRST TR EXCHANGE-TRADED FD FT VEST RIS · ETF CUSIP 33738D879 src ↗	$15.9M	621,989
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY · ETF CUSIP 33738D101 src ↗	$5.5M	125,231
FIRST TR EXCHANGE-TRADED FD CORE INVESTMENT · ETF CUSIP 33738D788 src ↗	$3.6M	172,243
FIRST TR EXCHANGE-TRADED FD EIP POWER SOLUTI · ETF CUSIP 33738D705 src ↗	$315K	8,435

ticker not yet mapped

$25.3M

927,898

0.3%

—

ADVANCED MICRO DEVICES INC COM

2 positions · 2 reported rows

Rows Prime Capital Investment Advisors, LLC reported for ADVANCED MICRO DEVICES INC COM, as it reported them
ADVANCED MICRO DEVICES INC COM · Stock CUSIP — src ↗	$24.8M	121,773
ADVANCED MICRO DEVICES INC COM · Option · CALL CUSIP — src ↗	$74.5K	4,000

ticker not yet mapped

$24.8M

125,773

0.3%

—

INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV

10 positions · 10 reported rows

Rows Prime Capital Investment Advisors, LLC reported for INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV, as it reported them
INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV · ETF CUSIP — src ↗	$6.3M	48,380
INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM · ETF CUSIP — src ↗	$5.8M	40,280
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT · ETF CUSIP — src ↗	$4.0M	20,756
INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT · ETF CUSIP — src ↗	$3.8M	50,505
INVESCO EXCHANGE TRADED FD T WATER RES ETF · ETF CUSIP — src ↗	$1.3M	19,347
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN · ETF CUSIP — src ↗	$1.2M	7,487
INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY · ETF CUSIP — src ↗	$488K	4,725
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC · ETF CUSIP — src ↗	$483K	10,670
INVESCO EXCHANGE TRADED FD T DJ INDL AVG DV · ETF CUSIP — src ↗	$333K	5,572
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY · ETF CUSIP — src ↗	$259K	3,445

ticker not yet mapped

$24.1M

211,167

0.3%

—

PROCTER & GAMBLE CO COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$23.8M

164,770

0.3%

—

JOHNSON & JOHNSON COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$22.7M

92,822

0.3%

—

FIDELITY MERRIMACK STR TR TOTAL BD ETF

2 positions · 2 reported rows

Rows Prime Capital Investment Advisors, LLC reported for FIDELITY MERRIMACK STR TR TOTAL BD ETF, as it reported them
FIDELITY MERRIMACK STR TR TOTAL BD ETF · ETF CUSIP 316188309 src ↗	$17.9M	392,277
FIDELITY MERRIMACK STR TR LOW DURTIN ETF · ETF CUSIP 316188408 src ↗	$4.6M	92,599

ticker not yet mapped

$22.5M

484,876

0.3%

—

J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM

4 positions · 4 reported rows

Rows Prime Capital Investment Advisors, LLC reported for J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM, as it reported them
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM · ETF CUSIP — src ↗	$18.7M	336,969
J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF · ETF CUSIP 46654Q716 src ↗	$1.9M	35,847
J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA · ETF CUSIP 46654Q724 src ↗	$753K	11,779
J P MORGAN EXCHANGE TRADED F EQUITY FOCUS ETF · ETF CUSIP 46654Q781 src ↗	$277K	3,856

ticker not yet mapped

$21.7M

388,451

0.3%

—

CATERPILLAR INC COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$21.0M

29,615

0.2%

—

FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED

6 positions · 6 reported rows

Rows Prime Capital Investment Advisors, LLC reported for FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED, as it reported them
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED · ETF CUSIP — src ↗	$18.5M	547,760
FIRST TR EXCHNG TRADED FD VI FT VEST UQ EQT · ETF CUSIP 33740F672 src ↗	$534K	12,293
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT · ETF CUSIP 33740F680 src ↗	$442K	10,049
FIRST TR EXCHNG TRADED FD VI FT VEST US · ETF CUSIP 33740F631 src ↗	$402K	9,446
FIRST TR EXCHNG TRADED FD VI FT VEST US · ETF CUSIP 33740F771 src ↗	$312K	6,579
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT · ETF CUSIP 33740F698 src ↗	$241K	5,157

ticker not yet mapped

$20.4M

591,284

0.2%

—

AMERICAN EXPRESS CO COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$19.8M

65,494

0.2%

—

ETF SER SOLUTIONS APTUS COLLRD INV

3 positions · 3 reported rows

Rows Prime Capital Investment Advisors, LLC reported for ETF SER SOLUTIONS APTUS COLLRD INV, as it reported them
ETF SER SOLUTIONS APTUS COLLRD INV · ETF CUSIP 26922A222 src ↗	$8.6M	205,054
ETF SER SOLUTIONS APTUS DEFINED · ETF CUSIP — src ↗	$7.0M	256,154
ETF SER SOLUTIONS OPUS SML CP VL · ETF CUSIP 26922A446 src ↗	$3.5M	87,817

ticker not yet mapped

$19.1M

549,025

0.2%

—

UBER TECHNOLOGIES INC COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$17.6M

244,800

0.2%

—

ENERGY TRANSFER L P COM UT LTD PTN · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$16.8M

871,669

0.2%

—

VANGUARD WORLD FD INF TECH ETF

10 positions · 10 reported rows

Rows Prime Capital Investment Advisors, LLC reported for VANGUARD WORLD FD INF TECH ETF, as it reported them
VANGUARD WORLD FD INF TECH ETF · ETF CUSIP 92204A702 src ↗	$6.1M	8,689
VANGUARD WORLD FD CONSUM STP ETF · ETF CUSIP 92204A207 src ↗	$1.7M	7,641
VANGUARD WORLD FD HEALTH CAR ETF · ETF CUSIP 92204A504 src ↗	$1.6M	5,855
VANGUARD WORLD FD INDUSTRIAL ETF · ETF CUSIP 92204A603 src ↗	$1.5M	4,853
VANGUARD WORLD FD COMM SRVC ETF · ETF CUSIP 92204A884 src ↗	$1.3M	7,324
VANGUARD WORLD FD FINANCIALS ETF · ETF CUSIP — src ↗	$1.2M	10,131
VANGUARD WORLD FD ENERGY ETF · ETF CUSIP 92204A306 src ↗	$1.0M	5,830
VANGUARD WORLD FD CONSUM DIS ETF · ETF CUSIP 92204A108 src ↗	$930K	2,590
VANGUARD WORLD FD UTILITIES ETF · ETF CUSIP 92204A876 src ↗	$855K	4,314
VANGUARD WORLD FD MATERIALS ETF · ETF CUSIP 92204A801 src ↗	$564K	2,503

ticker not yet mapped

$16.8M

59,730

0.2%

—

THERMO FISHER SCIENTIFIC INC COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$16.2M

32,995

0.2%

—

HOWMET AEROSPACE INC COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$15.7M

67,965

0.2%

—

MARRIOTT INTL INC NEW CL A · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$15.3M

46,860

0.2%

—

GE AEROSPACE COM NEW · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$15.1M

53,374

0.2%

—

CALAMOS ETF TR AUTOCALLABLE INC

2 positions · 2 reported rows

Rows Prime Capital Investment Advisors, LLC reported for CALAMOS ETF TR AUTOCALLABLE INC, as it reported them
CALAMOS ETF TR AUTOCALLABLE INC · ETF CUSIP 12811T571 src ↗	$11.9M	471,706
CALAMOS ETF TR LADDERED S&P 500 · ETF CUSIP 12811T738 src ↗	$3.2M	117,199

ticker not yet mapped

$15.1M

588,905

0.2%

—

UNION PAC CORP COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$14.7M

60,601

0.2%

—

MASTERCARD INCORPORATED CL A · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$14.6M

29,264

0.2%

—

ARISTA NETWORKS INC COM SHS · Option CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$14.2M

115,609

0.2%

—

PALO ALTO NETWORKS INC COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$14.1M

88,226

0.2%

—

INVESCO EXCH TRADED FD TR II S&P 500 REVENUE

4 positions · 4 reported rows

Rows Prime Capital Investment Advisors, LLC reported for INVESCO EXCH TRADED FD TR II S&P 500 REVENUE, as it reported them
INVESCO EXCH TRADED FD TR II S&P 500 REVENUE · ETF CUSIP 46138G698 src ↗	$8.5M	73,596
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF · ETF CUSIP — src ↗	$3.5M	14,692
INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 · ETF CUSIP 46138G664 src ↗	$1.8M	35,193
INVESCO EXCH TRADED FD TR II TAXABLE MUN BD · ETF CUSIP 46138G805 src ↗	$248K	9,200

ticker not yet mapped

$14.0M

132,681

0.2%

—

SIMPLIFY EXCHANGE TRADED FUN HIGH YIELD ETF

5 positions · 5 reported rows

Rows Prime Capital Investment Advisors, LLC reported for SIMPLIFY EXCHANGE TRADED FUN HIGH YIELD ETF, as it reported them
SIMPLIFY EXCHANGE TRADED FUN HIGH YIELD ETF · ETF CUSIP 82889N830 src ↗	$6.5M	305,439
SIMPLIFY EXCHANGE TRADED FUN BARRIER INCOME · ETF CUSIP 82889N335 src ↗	$6.1M	247,287
SIMPLIFY EXCHANGE TRADED FUN MANAGED FUTURES · ETF CUSIP 82889N699 src ↗	$587K	19,417
SIMPLIFY EXCHANGE TRADED FUN AGGREGATE BOND E · ETF CUSIP 82889N723 src ↗	$350K	17,200
SIMPLIFY EXCHANGE TRADED FUN MBS ETF · ETF CUSIP 82889N525 src ↗	$209K	4,230

ticker not yet mapped

$13.7M

593,573

0.2%

—

MCDONALDS CORP COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$13.0M

41,876

0.2%

—

ISHARES TR RUS TP200 GR ETF

2 positions · 2 reported rows

Rows Prime Capital Investment Advisors, LLC reported for ISHARES TR RUS TP200 GR ETF, as it reported them
ISHARES TR RUS TP200 GR ETF · ETF CUSIP 464289438 src ↗	$12.7M	51,130
ISHARES TR CORE 60/40 BALAN · ETF CUSIP 464289867 src ↗	$250K	3,885

ticker not yet mapped

$13.0M

55,015

0.1%

—

VANECK ETF TRUST PHARMACEUTCL ETF

5 positions · 5 reported rows

Rows Prime Capital Investment Advisors, LLC reported for VANECK ETF TRUST PHARMACEUTCL ETF, as it reported them
VANECK ETF TRUST PHARMACEUTCL ETF · ETF CUSIP 92189F692 src ↗	$9.7M	92,917
VANECK ETF TRUST SEMICONDUCTR ETF · ETF CUSIP — src ↗	$1.4M	3,664
VANECK ETF TRUST GOLD MINERS ETF · ETF CUSIP 92189F106 src ↗	$689K	7,507
VANECK ETF TRUST URANIUM AND NUCL · ETF CUSIP 92189F601 src ↗	$474K	3,556
VANECK ETF TRUST MRNGSTR WDE MOAT · ETF CUSIP 92189F643 src ↗	$207K	2,145

ticker not yet mapped

$12.4M

109,789

0.1%

—

DBX ETF TR XTRACK MSCI EAFE

5 positions · 5 reported rows

Rows Prime Capital Investment Advisors, LLC reported for DBX ETF TR XTRACK MSCI EAFE, as it reported them
DBX ETF TR XTRACK MSCI EAFE · ETF CUSIP 233051200 src ↗	$8.7M	176,574
DBX ETF TR XTRACKERS MSCI · ETF CUSIP 233051150 src ↗	$1.9M	32,382
DBX ETF TR XTRACKERS MSCI · ETF CUSIP 233051218 src ↗	$1.0M	29,096
DBX ETF TR XTRACK MUN INFRA · ETF CUSIP 233051705 src ↗	$335K	13,585
DBX ETF TR XTRACK USD HIGH · ETF CUSIP 233051432 src ↗	$254K	7,018

ticker not yet mapped

$12.3M

258,655

0.1%

—

ABBOTT LABORATORIES COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$12.1M

117,570

0.1%

—

ROCKET LAB CORP COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$12.0M

186,761

0.1%

—

VANGUARD STAR FDS VG TL INTL STK F · ETF CUSIP 921909768
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$11.8M

153,648

0.1%

—

ALPS ETF TR ALERIAN MLP · ETF CUSIP 00162Q452
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$11.6M

220,740

0.1%

—

PEPSICO INC COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$11.5M

74,234

0.1%

—

OREILLY AUTOMOTIVE INC COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$11.4M

123,358

0.1%

—

SEAGATE TECHNOLOGY HLDNGS PL ORD SHS · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$11.4M

29,042

0.1%

—

SPDR GOLD TR GOLD SHS

2 positions · 3 reported rows

Rows Prime Capital Investment Advisors, LLC reported for SPDR GOLD TR GOLD SHS, as it reported them
SPDR GOLD TR GOLD SHS · ETF CUSIP — src ↗	$11.2M	25,917
SPDR GOLD TR GOLD SHS · Option · CALL CUSIP — src ↗	$12.3K	500
SPDR GOLD TR GOLD SHS · Option · CALL CUSIP — src ↗	$8.7K	500

ticker not yet mapped

$11.2M

26,917

0.1%

—

S&P GLOBAL INC COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$11.1M

26,193

0.1%

—

REGENERON PHARMACEUTICALS COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$10.8M

13,916

0.1%

—

SERVICENOW INC COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$10.7M

102,282

0.1%

—

COCA COLA CO COM · Stock CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$10.6M

139,481

0.1%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 43.9%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 118 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 1056 / 1056median book 97.5 positions

1,123 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open Prime Capital Investment Advisors, LLC's 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.