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AdvisorNet Financial, Inc

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13F filer, CIK 1409362, MINNETONKA, MN

AdvisorNet Financial, Inc reported $2,189,655,171 across 2,274 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-23. Its ten largest share positions make up 20.98% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001409362-26-000004

Period
2026-06-30
Reported value
$2.19B
Holdings
2,274
Top 10 weight
20.98%
New
133
Sold out
121

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+336,603$29M
VOadded+211,775$17.1M
JBNDadded+228,064$12.2M
XOMnew+51,178$7M
VSSadded+37,898$5.85M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BNDreduced-192,025-$14.1M
XOMexited-51,654-$8.76M
DFAUreduced-125,747-$6.5M
IHEreduced-40,500-$4.01M
JEPQreduced-48,163-$2.96M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001409362-26-000004, largest first. % of portfolio is the value over $2,189,272,780, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,095 shares; 2024Q4: 63,439 shares; 2025Q1: 75,284 shares; 2025Q2: 110,201 shares; 2025Q3: 128,909 shares; 2025Q4: 135,021 shares; 2026Q1: 143,394 shares; 2026Q2: 149,520 shares 149,520$112M5.11%+6,126Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401,749 shares; 2024Q4: 482,603 shares; 2025Q1: 594,300 shares; 2025Q2: 918,120 shares; 2025Q3: 901,536 shares; 2025Q4: 921,164 shares; 2026Q1: 1,059,654 shares; 2026Q2: 933,907 shares 933,907$48.3M2.21%-125,747Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 805,381 shares; 2024Q4: 856,218 shares; 2025Q1: 908,780 shares; 2025Q2: 1,052,640 shares; 2025Q3: 1,081,702 shares; 2025Q4: 1,100,743 shares; 2026Q1: 1,151,149 shares; 2026Q2: 1,161,091 shares 1,161,091$43.3M1.98%+9,942Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336,881 shares; 2024Q4: 418,650 shares; 2025Q1: 520,801 shares; 2025Q2: 584,169 shares; 2025Q3: 679,593 shares; 2025Q4: 742,191 shares; 2026Q1: 801,965 shares; 2026Q2: 821,078 shares 821,078$41.5M1.9%+19,113Timeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 504,279 shares; 2024Q4: 674,793 shares; 2025Q1: 914,208 shares; 2025Q2: 947,042 shares; 2025Q3: 1,026,325 shares; 2025Q4: 1,068,173 shares; 2026Q1: 1,111,629 shares; 2026Q2: 1,141,207 shares 1,141,207$39.5M1.8%+29,578Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,746 shares; 2024Q4: 108,764 shares; 2025Q1: 108,693 shares; 2025Q2: 107,915 shares; 2025Q3: 117,795 shares; 2025Q4: 119,911 shares; 2026Q1: 118,039 shares; 2026Q2: 130,323 shares 130,323$37.7M1.72%+12,284Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341,704 shares; 2024Q4: 376,019 shares; 2025Q1: 390,413 shares; 2025Q2: 416,736 shares; 2025Q3: 460,014 shares; 2025Q4: 473,984 shares; 2026Q1: 494,179 shares; 2026Q2: 502,897 shares 502,897$35.8M1.64%+8,718Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,231 shares; 2024Q4: 45,551 shares; 2025Q1: 47,703 shares; 2025Q2: 41,318 shares; 2025Q3: 44,100 shares; 2025Q4: 49,833 shares; 2026Q1: 58,677 shares; 2026Q2: 395,280 shares 395,280$34M1.56%+336,603Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,743 shares; 2024Q4: 262,108 shares; 2025Q1: 290,810 shares; 2025Q2: 304,871 shares; 2025Q3: 323,723 shares; 2025Q4: 331,574 shares; 2026Q1: 338,179 shares; 2026Q2: 342,460 shares 342,460$33.9M1.55%+4,281Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,730 shares; 2024Q4: 208,288 shares; 2025Q1: 235,820 shares; 2025Q2: 232,752 shares; 2025Q3: 272,211 shares; 2025Q4: 312,949 shares; 2026Q1: 381,275 shares; 2026Q2: 432,570 shares 432,570$33.4M1.52%+51,295Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,157 shares; 2024Q4: 424,342 shares; 2025Q1: 620,147 shares; 2025Q2: 660,840 shares; 2025Q3: 701,195 shares; 2025Q4: 687,201 shares; 2026Q1: 701,850 shares; 2026Q2: 733,058 shares 733,058$32.5M1.49%+31,208Timeline
PVALPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,438 shares; 2024Q4: 257,796 shares; 2025Q1: 368,300 shares; 2025Q2: 396,117 shares; 2025Q3: 490,536 shares; 2025Q4: 528,175 shares; 2026Q1: 564,219 shares; 2026Q2: 625,172 shares 625,172$31.9M1.45%+60,953Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,910 shares; 2024Q4: 79,929 shares; 2025Q1: 80,610 shares; 2025Q2: 70,058 shares; 2025Q3: 73,965 shares; 2025Q4: 77,046 shares; 2026Q1: 81,346 shares; 2026Q2: 82,386 shares 82,386$30.5M1.39%+1,040Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484,080 shares; 2024Q4: 499,410 shares; 2025Q1: 551,372 shares; 2025Q2: 610,154 shares; 2025Q3: 631,997 shares; 2025Q4: 649,188 shares; 2026Q1: 688,384 shares; 2026Q2: 700,959 shares 700,959$28.5M1.3%+12,575Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,965 shares; 2024Q4: 783,068 shares; 2025Q1: 887,612 shares; 2025Q2: 987,028 shares; 2025Q3: 954,662 shares; 2025Q4: 861,205 shares; 2026Q1: 806,239 shares; 2026Q2: 850,999 shares 850,999$27M1.23%+44,760Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,084 shares; 2024Q4: 300,579 shares; 2025Q1: 343,016 shares; 2025Q2: 353,944 shares; 2025Q3: 377,618 shares; 2025Q4: 403,887 shares; 2026Q1: 421,090 shares; 2026Q2: 438,347 shares 438,347$26.2M1.2%+17,257Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,131 shares; 2024Q4: 126,184 shares; 2025Q1: 132,771 shares; 2025Q2: 133,338 shares; 2025Q3: 135,985 shares; 2025Q4: 135,134 shares; 2026Q1: 130,947 shares; 2026Q2: 130,249 shares 130,249$26.1M1.19%-698Timeline
AFIFTWO RDS SHARED TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 463,894 shares; 2025Q2: 609,660 shares; 2025Q3: 2,090,539 shares; 2025Q4: 2,300,059 shares; 2026Q1: 2,336,249 shares; 2026Q2: 2,715,918 shares 2,715,918$25.5M1.17%+379,669Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 471 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 166,709 shares; 2025Q3: 225,736 shares; 2025Q4: 244,863 shares; 2026Q1: 258,999 shares; 2026Q2: 277,046 shares 277,046$24.7M1.13%+18,047Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,818 shares; 2024Q4: 20,857 shares; 2025Q1: 28,345 shares; 2025Q2: 27,948 shares; 2025Q3: 28,692 shares; 2025Q4: 30,060 shares; 2026Q1: 30,063 shares; 2026Q2: 31,275 shares 31,275$23.4M1.07%+1,212Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 988,265 shares; 2024Q4: 125,382 shares; 2025Q1: 151,429 shares; 2025Q2: 186,322 shares; 2025Q3: 201,296 shares; 2025Q4: 222,100 shares; 2026Q1: 248,457 shares; 2026Q2: 264,545 shares 264,545$23.2M1.06%+16,088Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,400 shares; 2024Q4: 265,134 shares; 2025Q1: 475,568 shares; 2025Q2: 495,516 shares; 2025Q3: 502,814 shares; 2025Q4: 517,700 shares; 2026Q1: 471,321 shares; 2026Q2: 486,421 shares 486,421$23M1.05%+15,100Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,554 shares; 2024Q4: 59,624 shares; 2025Q1: 59,713 shares; 2025Q2: 58,951 shares; 2025Q3: 61,841 shares; 2025Q4: 62,510 shares; 2026Q1: 62,200 shares; 2026Q2: 60,753 shares 60,753$22.7M1.04%-1,447Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,822 shares; 2024Q4: 100,200 shares; 2025Q1: 125,400 shares; 2025Q2: 136,635 shares; 2025Q3: 147,286 shares; 2025Q4: 153,207 shares; 2026Q1: 172,526 shares; 2026Q2: 201,808 shares 201,808$22.3M1.02%+29,282Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,905 shares; 2024Q4: 15,766 shares; 2025Q1: 17,730 shares; 2025Q2: 42,174 shares; 2025Q3: 54,259 shares; 2025Q4: 59,473 shares; 2026Q1: 62,756 shares; 2026Q2: 274,531 shares 274,531$22.1M1.01%+211,775Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,119 shares; 2024Q4: 32,240 shares; 2025Q1: 41,640 shares; 2025Q2: 125,114 shares; 2025Q3: 147,566 shares; 2025Q4: 141,732 shares; 2026Q1: 130,154 shares; 2026Q2: 139,834 shares 139,834$22.1M1.01%+9,680Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,210 shares; 2024Q4: 71,519 shares; 2025Q1: 79,919 shares; 2025Q2: 81,258 shares; 2025Q3: 103,716 shares; 2025Q4: 116,735 shares; 2026Q1: 140,292 shares; 2026Q2: 160,011 shares 160,011$22M1.01%+19,719Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,189 shares; 2024Q4: 18,228 shares; 2025Q1: 21,210 shares; 2025Q2: 21,784 shares; 2025Q3: 26,460 shares; 2025Q4: 27,001 shares; 2026Q1: 31,158 shares; 2026Q2: 31,884 shares 31,884$21.9M1%+726Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,638 shares; 2024Q4: 49,592 shares; 2025Q1: 62,562 shares; 2025Q2: 67,794 shares; 2025Q3: 64,120 shares; 2025Q4: 62,542 shares; 2026Q1: 60,374 shares; 2026Q2: 58,822 shares 58,822$21.7M0.99%-1,552Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,250 shares; 2024Q4: 248,194 shares; 2025Q1: 261,389 shares; 2025Q2: 310,763 shares; 2025Q3: 291,102 shares; 2025Q4: 285,119 shares; 2026Q1: 258,255 shares; 2026Q2: 255,152 shares 255,152$21M0.96%-3,103Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,478 shares; 2024Q4: 671,581 shares; 2025Q1: 757,098 shares; 2025Q2: 766,599 shares; 2025Q3: 784,811 shares; 2025Q4: 790,290 shares; 2026Q1: 780,153 shares; 2026Q2: 847,580 shares 847,580$20.5M0.93%+67,427Timeline
CGCBCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,719 shares; 2024Q4: 22,323 shares; 2025Q1: 23,618 shares; 2025Q2: 25,878 shares; 2025Q3: 25,022 shares; 2025Q4: 63,479 shares; 2026Q1: 678,524 shares; 2026Q2: 757,948 shares 757,948$19.8M0.91%+79,424Timeline
JBNDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 981 shares; 2025Q3: 2,367 shares; 2025Q4: 4,288 shares; 2026Q1: 130,571 shares; 2026Q2: 358,635 shares 358,635$19.2M0.88%+228,064Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,213 shares; 2024Q4: 106,488 shares; 2025Q1: 133,355 shares; 2025Q2: 104,586 shares; 2025Q3: 113,628 shares; 2025Q4: 118,958 shares; 2026Q1: 161,029 shares; 2026Q2: 206,864 shares 206,864$19.1M0.87%+45,835Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,792 shares; 2024Q4: 21,150 shares; 2025Q1: 22,429 shares; 2025Q2: 22,827 shares; 2025Q3: 23,314 shares; 2025Q4: 23,853 shares; 2026Q1: 22,923 shares; 2026Q2: 24,057 shares 24,057$17.7M0.81%+1,134Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,271 shares; 2024Q4: 229,604 shares; 2025Q1: 249,941 shares; 2025Q2: 363,566 shares; 2025Q3: 408,356 shares; 2025Q4: 422,823 shares; 2026Q1: 419,077 shares; 2026Q2: 421,282 shares 421,282$17.5M0.8%+2,205Timeline
PAAAPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,925 shares; 2025Q3: 167,263 shares; 2025Q4: 258,014 shares; 2026Q1: 304,061 shares; 2026Q2: 338,009 shares 338,009$17.3M0.79%+33,948Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,616 shares; 2024Q4: 114,094 shares; 2025Q1: 153,180 shares; 2025Q2: 246,492 shares; 2025Q3: 265,883 shares; 2025Q4: 285,063 shares; 2026Q1: 321,993 shares; 2026Q2: 292,360 shares 292,360$16.5M0.75%-29,633Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620 shares; 2024Q4: 590 shares; 2025Q1: 363 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 24,678 shares; 2026Q1: 24,904 shares; 2026Q2: 22,586 shares 22,586$14.5M0.66%-2,318Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,362 shares; 2024Q4: 169,848 shares; 2025Q1: 206,095 shares; 2025Q2: 219,475 shares; 2025Q3: 241,911 shares; 2025Q4: 236,177 shares; 2026Q1: 280,562 shares; 2026Q2: 287,324 shares 287,324$14.2M0.65%+6,762Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,687 shares; 2024Q4: 37,035 shares; 2025Q1: 39,154 shares; 2025Q2: 39,520 shares; 2025Q3: 57,773 shares; 2025Q4: 59,203 shares; 2026Q1: 58,015 shares; 2026Q2: 58,864 shares 58,864$14M0.64%+849Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,661 shares; 2024Q4: 45,700 shares; 2025Q1: 49,765 shares; 2025Q2: 79,502 shares; 2025Q3: 96,477 shares; 2025Q4: 111,379 shares; 2026Q1: 127,762 shares; 2026Q2: 134,811 shares 134,811$14M0.64%+7,049Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,399 shares; 2024Q4: 278,536 shares; 2025Q1: 294,386 shares; 2025Q2: 310,479 shares; 2025Q3: 314,894 shares; 2025Q4: 322,866 shares; 2026Q1: 337,032 shares; 2026Q2: 349,124 shares 349,124$13.5M0.62%+12,092Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,614 shares; 2024Q4: 13,516 shares; 2025Q1: 14,297 shares; 2025Q2: 28,607 shares; 2025Q3: 35,348 shares; 2025Q4: 37,724 shares; 2026Q1: 39,546 shares; 2026Q2: 43,077 shares 43,077$13.1M0.6%+3,531Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,447 shares; 2024Q4: 164,623 shares; 2025Q1: 189,133 shares; 2025Q2: 214,630 shares; 2025Q3: 167,518 shares; 2025Q4: 150,381 shares; 2026Q1: 152,478 shares; 2026Q2: 155,168 shares 155,168$12.7M0.58%+2,690Timeline
CGCVCAPITAL GROUP CONSERVATIVE EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 563 shares; 2025Q1: 2,175 shares; 2025Q2: 10,899 shares; 2025Q3: 14,975 shares; 2025Q4: 37,141 shares; 2026Q1: 341,835 shares; 2026Q2: 367,686 shares 367,686$12.1M0.55%+25,851Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,104 shares; 2024Q4: 5,176 shares; 2025Q1: 48,233 shares; 2025Q2: 47,904 shares; 2025Q3: 63,013 shares; 2025Q4: 76,339 shares; 2026Q1: 79,238 shares; 2026Q2: 100,562 shares 100,562$10.8M0.49%+21,324Timeline
CGBLCAPITAL GROUP CORE BALANCEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,193 shares; 2024Q4: 15,343 shares; 2025Q1: 20,720 shares; 2025Q2: 26,163 shares; 2025Q3: 33,287 shares; 2025Q4: 46,780 shares; 2026Q1: 241,714 shares; 2026Q2: 271,457 shares 271,457$10.3M0.47%+29,743Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 955 shares; 2024Q4: 379,979 shares; 2025Q1: 393,164 shares; 2025Q2: 223,769 shares; 2025Q3: 232,035 shares; 2025Q4: 234,763 shares; 2026Q1: 251,920 shares; 2026Q2: 245,359 shares 245,359$10.2M0.47%-6,561Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,000 shares; 2024Q4: 20,346 shares; 2025Q1: 20,101 shares; 2025Q2: 20,867 shares; 2025Q3: 21,579 shares; 2025Q4: 21,726 shares; 2026Q1: 20,718 shares; 2026Q2: 20,242 shares 20,242$9.67M0.44%-476Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,619 shares; 2024Q4: 28,846 shares; 2025Q1: 26,954 shares; 2025Q2: 27,475 shares; 2025Q3: 34,517 shares; 2025Q4: 34,636 shares; 2026Q1: 34,698 shares; 2026Q2: 29,260 shares 29,260$9.58M0.44%-5,438Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,998 shares; 2024Q4: 44,705 shares; 2025Q1: 49,151 shares; 2025Q2: 84,004 shares; 2025Q3: 98,191 shares; 2025Q4: 102,996 shares; 2026Q1: 106,069 shares; 2026Q2: 107,861 shares 107,861$8.94M0.41%+1,792Timeline
WTRGESSENTIAL UTILS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,495 shares; 2024Q4: 100,632 shares; 2025Q1: 101,498 shares; 2025Q2: 101,536 shares; 2025Q3: 101,251 shares; 2025Q4: 232,963 shares; 2026Q1: 232,652 shares; 2026Q2: 232,696 shares 232,696$8.91M0.41%+44Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157 shares; 2024Q4: 79,037 shares; 2025Q1: 83,527 shares; 2025Q2: 93,959 shares; 2025Q3: 125,082 shares; 2025Q4: 131,110 shares; 2026Q1: 137,851 shares; 2026Q2: 146,365 shares 146,365$8.63M0.39%+8,514Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,015 shares; 2024Q4: 26,609 shares; 2025Q1: 27,144 shares; 2025Q2: 25,449 shares; 2025Q3: 25,526 shares; 2025Q4: 25,021 shares; 2026Q1: 24,531 shares; 2026Q2: 23,908 shares 23,908$8.54M0.39%-623Timeline
FMDEFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,248 shares; 2024Q4: 92,593 shares; 2025Q1: 121,834 shares; 2025Q2: 144,809 shares; 2025Q3: 160,600 shares; 2025Q4: 173,464 shares; 2026Q1: 182,654 shares; 2026Q2: 206,776 shares 206,776$8.39M0.38%+24,122Timeline
CEFSEXCHANGE LISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 114,571 shares; 2025Q2: 133,084 shares; 2025Q3: 194,168 shares; 2025Q4: 275,727 shares; 2026Q1: 281,423 shares; 2026Q2: 323,208 shares 323,208$8.29M0.38%+41,785Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,989 shares; 2024Q4: 15,067 shares; 2025Q1: 15,629 shares; 2025Q2: 15,560 shares; 2025Q3: 15,356 shares; 2025Q4: 15,739 shares; 2026Q1: 15,191 shares; 2026Q2: 14,709 shares 14,709$8.29M0.38%-482Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,463 shares; 2024Q4: 15,963 shares; 2025Q1: 16,176 shares; 2025Q2: 51,082 shares; 2025Q3: 67,807 shares; 2025Q4: 70,853 shares; 2026Q1: 78,812 shares; 2026Q2: 86,552 shares 86,552$7.93M0.36%+7,740Timeline
HYGHISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,674 shares; 2025Q2: 39,335 shares; 2025Q3: 53,281 shares; 2025Q4: 76,090 shares; 2026Q1: 77,514 shares; 2026Q2: 89,782 shares 89,782$7.78M0.36%+12,268Timeline
ARDCARES DYNAMIC CR ALLOCATION FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 169,280 shares; 2025Q2: 235,120 shares; 2025Q3: 319,133 shares; 2025Q4: 485,021 shares; 2026Q1: 502,990 shares; 2026Q2: 601,286 shares 601,286$7.59M0.35%+98,296Timeline
REMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 281,893 shares; 2026Q1: 288,470 shares; 2026Q2: 342,996 shares 342,996$7.56M0.35%+54,526Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,055 shares; 2024Q4: 97,004 shares; 2025Q1: 97,479 shares; 2025Q2: 96,379 shares; 2025Q3: 99,545 shares; 2025Q4: 100,187 shares; 2026Q1: 99,684 shares; 2026Q2: 99,824 shares 99,824$7.54M0.34%+140Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,571 shares; 2024Q4: 108,263 shares; 2025Q1: 110,610 shares; 2025Q2: 113,906 shares; 2025Q3: 111,655 shares; 2025Q4: 118,781 shares; 2026Q1: 120,951 shares; 2026Q2: 122,695 shares 122,695$7.4M0.34%+1,744Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,424 shares; 2024Q4: 892 shares; 2025Q1: 117,774 shares; 2025Q2: 161,559 shares; 2025Q3: 226,955 shares; 2025Q4: 298,955 shares; 2026Q1: 307,736 shares; 2026Q2: 362,948 shares 362,948$7.39M0.34%+55,212Timeline
PFFAETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,033 shares; 2024Q4: 1,056 shares; 2025Q1: 115,470 shares; 2025Q2: 160,155 shares; 2025Q3: 215,553 shares; 2025Q4: 295,733 shares; 2026Q1: 304,877 shares; 2026Q2: 357,220 shares 357,220$7.35M0.34%+52,343Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,859 shares; 2024Q4: 5,772 shares; 2025Q1: 5,791 shares; 2025Q2: 123,576 shares; 2025Q3: 173,883 shares; 2025Q4: 182,913 shares; 2026Q1: 190,469 shares; 2026Q2: 195,674 shares 195,674$7.21M0.33%+5,205Timeline
JBBBJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,114 shares; 2025Q2: 67,999 shares; 2025Q3: 96,918 shares; 2025Q4: 124,765 shares; 2026Q1: 128,506 shares; 2026Q2: 151,814 shares 151,814$7.19M0.33%+23,308Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,313 shares; 2024Q4: 14,093 shares; 2025Q1: 16,492 shares; 2025Q2: 17,767 shares; 2025Q3: 17,561 shares; 2025Q4: 17,019 shares; 2026Q1: 16,482 shares; 2026Q2: 16,926 shares 16,926$7.12M0.33%+444Timeline
XOMEXXONMOBIL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,178 shares 51,178$7M0.32%newTimeline
SEIXVIRTUS ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,948 shares; 2025Q2: 138,904 shares; 2025Q3: 199,440 shares; 2025Q4: 241,859 shares; 2026Q1: 251,060 shares; 2026Q2: 299,727 shares 299,727$6.93M0.32%+48,667Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,075 shares; 2025Q2: 47,075 shares; 2025Q3: 48,810 shares; 2025Q4: 108,239 shares; 2026Q1: 134,662 shares; 2026Q2: 136,030 shares 136,030$6.89M0.31%+1,368Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,118 shares; 2024Q4: 5,547 shares; 2025Q1: 5,333 shares; 2025Q2: 5,815 shares; 2025Q3: 6,662 shares; 2025Q4: 6,715 shares; 2026Q1: 6,415 shares; 2026Q2: 6,219 shares 6,219$6.62M0.3%-196Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,190 shares; 2024Q4: 5,154 shares; 2025Q1: 5,312 shares; 2025Q2: 5,444 shares; 2025Q3: 6,179 shares; 2025Q4: 7,472 shares; 2026Q1: 7,019 shares; 2026Q2: 7,071 shares 7,071$6.61M0.3%+52Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,722 shares; 2024Q4: 18,708 shares; 2025Q1: 20,051 shares; 2025Q2: 18,847 shares; 2025Q3: 18,210 shares; 2025Q4: 17,872 shares; 2026Q1: 18,988 shares; 2026Q2: 18,500 shares 18,500$6.54M0.3%-488Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,984 shares; 2024Q4: 174,595 shares; 2025Q1: 184,559 shares; 2025Q2: 189,695 shares; 2025Q3: 196,131 shares; 2025Q4: 203,243 shares; 2026Q1: 215,422 shares; 2026Q2: 224,553 shares 224,553$6.51M0.3%+9,131Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,592 shares; 2024Q4: 68,248 shares; 2025Q1: 98,323 shares; 2025Q2: 106,571 shares; 2025Q3: 111,759 shares; 2025Q4: 133,858 shares; 2026Q1: 140,443 shares; 2026Q2: 148,160 shares 148,160$6.25M0.29%+7,717Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,940 shares; 2024Q4: 16,223 shares; 2025Q1: 17,013 shares; 2025Q2: 17,634 shares; 2025Q3: 17,526 shares; 2025Q4: 17,453 shares; 2026Q1: 16,682 shares; 2026Q2: 16,625 shares 16,625$6.21M0.28%-57Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,520 shares; 2024Q4: 2,491 shares; 2025Q1: 2,491 shares; 2025Q2: 4,097 shares; 2025Q3: 3,049 shares; 2025Q4: 3,348 shares; 2026Q1: 1,457 shares; 2026Q2: 39,355 shares 39,355$6.07M0.28%+37,898Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,286 shares; 2024Q4: 46,495 shares; 2025Q1: 46,301 shares; 2025Q2: 45,793 shares; 2025Q3: 47,425 shares; 2025Q4: 55,714 shares; 2026Q1: 66,851 shares; 2026Q2: 70,251 shares 70,251$6.01M0.27%+3,400Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,548 shares; 2024Q4: 80,226 shares; 2025Q1: 77,765 shares; 2025Q2: 76,971 shares; 2025Q3: 81,074 shares; 2025Q4: 81,205 shares; 2026Q1: 81,538 shares; 2026Q2: 80,587 shares 80,587$5.91M0.27%-951Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,742 shares; 2024Q4: 149,909 shares; 2025Q1: 148,594 shares; 2025Q2: 146,951 shares; 2025Q3: 138,617 shares; 2025Q4: 128,254 shares; 2026Q1: 136,404 shares; 2026Q2: 141,428 shares 141,428$5.83M0.27%+5,024Timeline
ARKWARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25,000 shares; 2025Q2: 25,005 shares; 2025Q3: 26,145 shares; 2025Q4: 35,067 shares; 2026Q1: 36,687 shares; 2026Q2: 39,979 shares 39,979$5.79M0.26%+3,292Timeline
RWLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,008 shares; 2024Q4: 34,956 shares; 2025Q1: 35,892 shares; 2025Q2: 37,267 shares; 2025Q3: 39,040 shares; 2025Q4: 41,963 shares; 2026Q1: 42,232 shares; 2026Q2: 43,273 shares 43,273$5.53M0.25%+1,041Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,687 shares; 2024Q4: 15,934 shares; 2025Q1: 14,033 shares; 2025Q2: 14,576 shares; 2025Q3: 14,430 shares; 2025Q4: 14,252 shares; 2026Q1: 13,451 shares; 2026Q2: 14,498 shares 14,498$5.48M0.25%+1,047Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,710 shares; 2024Q4: 44,807 shares; 2025Q1: 43,082 shares; 2025Q2: 43,150 shares; 2025Q3: 41,944 shares; 2025Q4: 41,491 shares; 2026Q1: 39,007 shares; 2026Q2: 37,431 shares 37,431$5.41M0.25%-1,576Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 13,337 shares; 2025Q3: 31,508 shares; 2025Q4: 129,478 shares; 2026Q1: 172,847 shares; 2026Q2: 196,585 shares 196,585$5.21M0.24%+23,738Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,889 shares; 2024Q4: 90,407 shares; 2025Q1: 91,025 shares; 2025Q2: 41,889 shares; 2025Q3: 40,947 shares; 2025Q4: 44,381 shares; 2026Q1: 47,276 shares; 2026Q2: 53,725 shares 53,725$5.13M0.23%+6,449Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,011 shares; 2024Q4: 16,543 shares; 2025Q1: 21,879 shares; 2025Q2: 22,515 shares; 2025Q3: 23,474 shares; 2025Q4: 23,896 shares; 2026Q1: 23,463 shares; 2026Q2: 31,507 shares 31,507$5.1M0.23%+8,044Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,289 shares; 2024Q4: 200,176 shares; 2025Q1: 203,849 shares; 2025Q2: 202,574 shares; 2025Q3: 185,706 shares; 2025Q4: 185,125 shares; 2026Q1: 185,708 shares; 2026Q2: 178,841 shares 178,841$4.95M0.23%-6,867Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,709 shares; 2024Q4: 10,852 shares; 2025Q1: 10,200 shares; 2025Q2: 9,534 shares; 2025Q3: 10,580 shares; 2025Q4: 10,905 shares; 2026Q1: 10,901 shares; 2026Q2: 9,785 shares 9,785$4.9M0.22%-1,116Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,310 shares; 2024Q4: 4,210 shares; 2025Q1: 5,822 shares; 2025Q2: 7,350 shares; 2025Q3: 37,666 shares; 2025Q4: 37,682 shares; 2026Q1: 40,977 shares; 2026Q2: 42,646 shares 42,646$4.87M0.22%+1,669Timeline
NJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,112 shares; 2024Q4: 192,952 shares; 2025Q1: 199,509 shares; 2025Q2: 183,414 shares; 2025Q3: 162,691 shares; 2025Q4: 141,981 shares; 2026Q1: 125,506 shares; 2026Q2: 80,505 shares 80,505$4.75M0.22%-45,001Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,132 shares; 2024Q4: 27,073 shares; 2025Q1: 27,766 shares; 2025Q2: 28,073 shares; 2025Q3: 27,914 shares; 2025Q4: 27,437 shares; 2026Q1: 26,744 shares; 2026Q2: 26,252 shares 26,252$4.75M0.22%-492Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,970 shares; 2024Q4: 9,788 shares; 2025Q1: 9,725 shares; 2025Q2: 9,574 shares; 2025Q3: 9,554 shares; 2025Q4: 9,578 shares; 2026Q1: 9,546 shares; 2026Q2: 9,327 shares 9,327$4.68M0.21%-219Timeline
BUFZFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,962 shares; 2025Q4: 77,431 shares; 2026Q1: 112,027 shares; 2026Q2: 165,122 shares 165,122$4.61M0.21%+53,095Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,081 shares; 2024Q4: 34,990 shares; 2025Q1: 34,392 shares; 2025Q2: 34,377 shares; 2025Q3: 34,013 shares; 2025Q4: 33,887 shares; 2026Q1: 33,305 shares; 2026Q2: 31,016 shares 31,016$4.53M0.21%-2,289Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,462 shares; 2024Q4: 97,668 shares; 2025Q1: 82,383 shares; 2025Q2: 88,410 shares; 2025Q3: 87,540 shares; 2025Q4: 86,691 shares; 2026Q1: 94,531 shares; 2026Q2: 90,478 shares 90,478$4.38M0.2%-4,053Timeline
FTMNPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 417,829 shares; 2026Q1: 429,661 shares; 2026Q2: 483,696 shares 483,696$4.31M0.2%+54,035Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,533 shares; 2024Q4: 28,945 shares; 2025Q1: 25,725 shares; 2025Q2: 13,075 shares; 2025Q3: 10,591 shares; 2025Q4: 21,284 shares; 2026Q1: 21,269 shares; 2026Q2: 22,618 shares 22,618$4.31M0.2%+1,349Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,156 shares; 2024Q4: 13,259 shares; 2025Q1: 14,915 shares; 2025Q2: 9,850 shares; 2025Q3: 9,555 shares; 2025Q4: 9,324 shares; 2026Q1: 8,599 shares; 2026Q2: 34,151 shares 34,151$4.24M0.19%+25,552Timeline
IJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,529 shares; 2024Q4: 132,711 shares; 2025Q1: 132,711 shares; 2025Q2: 132,536 shares; 2025Q3: 132,243 shares; 2025Q4: 112,520 shares; 2026Q1: 111,746 shares; 2026Q2: 110,939 shares 110,939$4.22M0.19%-807Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,083 shares; 2024Q4: 20,282 shares; 2025Q1: 32,346 shares; 2025Q2: 73,843 shares; 2025Q3: 76,131 shares; 2025Q4: 82,183 shares; 2026Q1: 95,624 shares; 2026Q2: 103,830 shares 103,830$4.22M0.19%+8,206Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,112 shares; 2024Q4: 32,254 shares; 2025Q1: 66,065 shares; 2025Q2: 162,880 shares; 2025Q3: 174,716 shares; 2025Q4: 156,525 shares; 2026Q1: 116,550 shares; 2026Q2: 68,387 shares 68,387$4.2M0.19%-48,163Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,067 shares; 2024Q4: 10,874 shares; 2025Q1: 12,215 shares; 2025Q2: 10,903 shares; 2025Q3: 11,344 shares; 2025Q4: 12,275 shares; 2026Q1: 13,304 shares; 2026Q2: 13,516 shares 13,516$4.06M0.19%+212Timeline
CGMUCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,545 shares; 2024Q4: 65,694 shares; 2025Q1: 85,555 shares; 2025Q2: 89,092 shares; 2025Q3: 100,549 shares; 2025Q4: 119,687 shares; 2026Q1: 136,577 shares; 2026Q2: 147,010 shares 147,010$4.04M0.18%+10,433Timeline
KJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,988 shares; 2024Q4: 102,946 shares; 2025Q1: 101,335 shares; 2025Q2: 100,894 shares; 2025Q3: 100,119 shares; 2025Q4: 89,575 shares; 2026Q1: 89,675 shares; 2026Q2: 88,373 shares 88,373$4.03M0.18%-1,302Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,592 shares; 2024Q4: 7,423 shares; 2025Q1: 11,340 shares; 2025Q2: 11,761 shares; 2025Q3: 10,744 shares; 2025Q4: 10,280 shares; 2026Q1: 9,538 shares; 2026Q2: 9,604 shares 9,604$3.99M0.18%+66Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 464 shares; 2024Q4: 464 shares; 2025Q1: 5,482 shares; 2025Q2: 5,387 shares; 2025Q3: 5,860 shares; 2025Q4: 749 shares; 2026Q1: 745 shares; 2026Q2: 9,970 shares 9,970$3.95M0.18%+9,225Timeline
BBUSJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,891 shares; 2025Q1: 18,981 shares; 2025Q2: 21,851 shares; 2025Q3: 23,475 shares; 2025Q4: 23,763 shares; 2026Q1: 25,085 shares; 2026Q2: 29,319 shares 29,319$3.95M0.18%+4,234Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,009 shares; 2024Q4: 49,101 shares; 2025Q1: 45,543 shares; 2025Q2: 42,993 shares; 2025Q3: 42,303 shares; 2025Q4: 42,568 shares; 2026Q1: 43,384 shares; 2026Q2: 42,918 shares 42,918$3.89M0.18%-466Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,538 shares; 2024Q4: 11,117 shares; 2025Q1: 11,479 shares; 2025Q2: 11,478 shares; 2025Q3: 14,517 shares; 2025Q4: 15,322 shares; 2026Q1: 15,082 shares; 2026Q2: 15,169 shares 15,169$3.85M0.18%+87Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,114 shares; 2024Q4: 23,204 shares; 2025Q1: 27,476 shares; 2025Q2: 27,833 shares; 2025Q3: 31,993 shares; 2025Q4: 32,882 shares; 2026Q1: 32,201 shares; 2026Q2: 33,706 shares 33,706$3.82M0.17%+1,505Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,276 shares; 2024Q4: 7,609 shares; 2025Q1: 7,659 shares; 2025Q2: 7,021 shares; 2025Q3: 7,047 shares; 2025Q4: 6,416 shares; 2026Q1: 6,679 shares; 2026Q2: 6,468 shares 6,468$3.76M0.17%-211Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,177 shares; 2024Q4: 15,157 shares; 2025Q1: 15,086 shares; 2025Q2: 14,499 shares; 2025Q3: 15,004 shares; 2025Q4: 15,240 shares; 2026Q1: 15,158 shares; 2026Q2: 15,225 shares 15,225$3.7M0.17%+67Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,094 shares; 2024Q4: 17,916 shares; 2025Q1: 18,349 shares; 2025Q2: 17,989 shares; 2025Q3: 18,440 shares; 2025Q4: 16,782 shares; 2026Q1: 16,432 shares; 2026Q2: 16,573 shares 16,573$3.61M0.16%+141Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,857 shares; 2024Q4: 24,809 shares; 2025Q1: 24,736 shares; 2025Q2: 24,685 shares; 2025Q3: 24,545 shares; 2025Q4: 34,613 shares; 2026Q1: 35,589 shares; 2026Q2: 37,043 shares 37,043$3.58M0.16%+1,454Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,057 shares; 2024Q4: 30,721 shares; 2025Q1: 29,786 shares; 2025Q2: 29,497 shares; 2025Q3: 28,972 shares; 2025Q4: 28,518 shares; 2026Q1: 27,435 shares; 2026Q2: 27,109 shares 27,109$3.43M0.16%-326Timeline
MMITNYLIM ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,046 shares; 2024Q4: 49,561 shares; 2025Q1: 86,178 shares; 2025Q2: 84,400 shares; 2025Q3: 83,694 shares; 2025Q4: 122,175 shares; 2026Q1: 141,443 shares; 2026Q2: 140,118 shares 140,118$3.41M0.16%-1,325Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,001 shares; 2024Q4: 20,618 shares; 2025Q1: 20,578 shares; 2025Q2: 20,855 shares; 2025Q3: 20,416 shares; 2025Q4: 20,429 shares; 2026Q1: 20,731 shares; 2026Q2: 20,742 shares 20,742$3.41M0.16%+11Timeline
NJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,945 shares; 2024Q4: 17,725 shares; 2025Q1: 7,254 shares; 2025Q2: 10,353 shares; 2025Q3: 10,550 shares; 2025Q4: 8,435 shares; 2026Q1: 7,408 shares; 2026Q2: 43,961 shares 43,961$3.4M0.16%+36,553Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,351 shares; 2024Q4: 42,624 shares; 2025Q1: 43,350 shares; 2025Q2: 44,873 shares; 2025Q3: 47,098 shares; 2025Q4: 50,054 shares; 2026Q1: 50,394 shares; 2026Q2: 49,971 shares 49,971$3.38M0.15%-423Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,879 shares; 2024Q4: 107,070 shares; 2025Q1: 111,339 shares; 2025Q2: 101,180 shares; 2025Q3: 84,472 shares; 2025Q4: 99,858 shares; 2026Q1: 123,912 shares; 2026Q2: 114,214 shares 114,214$3.36M0.15%-9,698Timeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,039 shares; 2024Q4: 6,589 shares; 2025Q1: 10,955 shares; 2025Q2: 39,134 shares; 2025Q3: 60,237 shares; 2025Q4: 70,770 shares; 2026Q1: 74,068 shares; 2026Q2: 76,078 shares 76,078$3.35M0.15%+2,010Timeline
WTAIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,937 shares; 2024Q4: 71,763 shares; 2025Q1: 70,553 shares; 2025Q2: 71,214 shares; 2025Q3: 71,609 shares; 2025Q4: 68,065 shares; 2026Q1: 70,841 shares; 2026Q2: 70,345 shares 70,345$3.34M0.15%-496Timeline
TCHPT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,062 shares; 2026Q1: 62,909 shares; 2026Q2: 66,099 shares 66,099$3.31M0.15%+3,190Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,160 shares; 2024Q4: 9,389 shares; 2025Q1: 9,409 shares; 2025Q2: 24,845 shares; 2025Q3: 21,358 shares; 2025Q4: 18,660 shares; 2026Q1: 18,134 shares; 2026Q2: 18,272 shares 18,272$3.22M0.15%+138Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,638 shares; 2024Q4: 18,781 shares; 2025Q1: 18,108 shares; 2025Q2: 18,241 shares; 2025Q3: 18,055 shares; 2025Q4: 18,068 shares; 2026Q1: 17,386 shares; 2026Q2: 16,959 shares 16,959$3.22M0.15%-427Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,973 shares; 2024Q4: 29,757 shares; 2025Q1: 34,132 shares; 2025Q2: 36,446 shares; 2025Q3: 34,738 shares; 2025Q4: 32,811 shares; 2026Q1: 32,744 shares; 2026Q2: 36,400 shares 36,400$3.16M0.14%+3,656Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,753 shares; 2024Q4: 6,404 shares; 2025Q1: 5,881 shares; 2025Q2: 6,710 shares; 2025Q3: 6,674 shares; 2025Q4: 6,445 shares; 2026Q1: 6,372 shares; 2026Q2: 6,159 shares 6,159$3.14M0.14%-213Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,249 shares; 2024Q4: 78,427 shares; 2025Q1: 77,260 shares; 2025Q2: 77,070 shares; 2025Q3: 73,550 shares; 2025Q4: 69,600 shares; 2026Q1: 68,110 shares; 2026Q2: 61,439 shares 61,439$3.14M0.14%-6,671Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,399 shares; 2024Q4: 16,619 shares; 2025Q1: 22,681 shares; 2025Q2: 25,245 shares; 2025Q3: 44,988 shares; 2025Q4: 50,940 shares; 2026Q1: 58,759 shares; 2026Q2: 62,042 shares 62,042$3.13M0.14%+3,283Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,440 shares; 2024Q4: 13,808 shares; 2025Q1: 13,508 shares; 2025Q2: 16,080 shares; 2025Q3: 15,989 shares; 2025Q4: 15,837 shares; 2026Q1: 15,523 shares; 2026Q2: 15,537 shares 15,537$3.12M0.14%+14Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,680 shares; 2024Q4: 10,741 shares; 2025Q1: 14,812 shares; 2025Q2: 14,848 shares; 2025Q3: 15,293 shares; 2025Q4: 15,688 shares; 2026Q1: 14,676 shares; 2026Q2: 14,637 shares 14,637$3.11M0.14%-39Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,295 shares; 2024Q4: 106,208 shares; 2025Q1: 109,330 shares; 2025Q2: 105,203 shares; 2025Q3: 73,503 shares; 2025Q4: 70,980 shares; 2026Q1: 68,543 shares; 2026Q2: 66,013 shares 66,013$3.1M0.14%-2,530Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,862 shares; 2024Q4: 7,033 shares; 2025Q1: 6,739 shares; 2025Q2: 6,205 shares; 2025Q3: 6,084 shares; 2025Q4: 6,635 shares; 2026Q1: 8,326 shares; 2026Q2: 12,070 shares 12,070$3.08M0.14%+3,744Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,198 shares; 2024Q4: 2,357 shares; 2025Q1: 2,436 shares; 2025Q2: 2,425 shares; 2025Q3: 2,312 shares; 2025Q4: 2,411 shares; 2026Q1: 2,723 shares; 2026Q2: 2,556 shares 2,556$3.07M0.14%-167Timeline
JMHIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,710 shares; 2024Q4: 40,865 shares; 2025Q1: 41,556 shares; 2025Q2: 46,197 shares; 2025Q3: 51,261 shares; 2025Q4: 58,405 shares; 2026Q1: 58,270 shares; 2026Q2: 59,803 shares 59,803$3.03M0.14%+1,533Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,218 shares; 2024Q4: 8,823 shares; 2025Q1: 9,778 shares; 2025Q2: 10,322 shares; 2025Q3: 10,264 shares; 2025Q4: 10,870 shares; 2026Q1: 11,228 shares; 2026Q2: 11,642 shares 11,642$2.94M0.13%+414Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,700 shares; 2024Q4: 40,658 shares; 2025Q1: 40,191 shares; 2025Q2: 46,403 shares; 2025Q3: 47,020 shares; 2025Q4: 49,488 shares; 2026Q1: 50,811 shares; 2026Q2: 50,823 shares 50,823$2.93M0.13%+12Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,829 shares; 2024Q4: 1,859 shares; 2025Q1: 1,927 shares; 2025Q2: 2,190 shares; 2025Q3: 2,051 shares; 2025Q4: 2,895 shares; 2026Q1: 2,869 shares; 2026Q2: 2,489 shares 2,489$2.92M0.13%-380Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,101 shares; 2024Q4: 6,757 shares; 2025Q1: 6,362 shares; 2025Q2: 6,326 shares; 2025Q3: 6,032 shares; 2025Q4: 6,028 shares; 2026Q1: 5,632 shares; 2026Q2: 5,626 shares 5,626$2.92M0.13%-6Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,577 shares; 2024Q4: 7,733 shares; 2025Q1: 8,744 shares; 2025Q2: 9,267 shares; 2025Q3: 9,547 shares; 2025Q4: 9,962 shares; 2026Q1: 9,945 shares; 2026Q2: 10,031 shares 10,031$2.92M0.13%+86Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,880 shares; 2024Q4: 16,132 shares; 2025Q1: 15,840 shares; 2025Q2: 16,113 shares; 2025Q3: 18,417 shares; 2025Q4: 19,623 shares; 2026Q1: 19,355 shares; 2026Q2: 19,689 shares 19,689$2.89M0.13%+334Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158 shares; 2024Q4: 10,727 shares; 2025Q1: 17,048 shares; 2025Q2: 23,864 shares; 2025Q3: 35,579 shares; 2025Q4: 42,274 shares; 2026Q1: 49,488 shares; 2026Q2: 60,176 shares 60,176$2.86M0.13%+10,688Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 783 shares; 2024Q4: 755 shares; 2025Q1: 1,125 shares; 2025Q2: 1,369 shares; 2025Q3: 1,556 shares; 2025Q4: 1,621 shares; 2026Q1: 1,317 shares; 2026Q2: 2,807 shares 2,807$2.84M0.13%+1,490Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,349 shares; 2024Q4: 5,484 shares; 2025Q1: 3,379 shares; 2025Q2: 3,134 shares; 2025Q3: 3,543 shares; 2025Q4: 13,344 shares; 2026Q1: 13,817 shares; 2026Q2: 15,328 shares 15,328$2.84M0.13%+1,511Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,647 shares; 2024Q4: 2,063 shares; 2025Q1: 2,049 shares; 2025Q2: 3,332 shares; 2025Q3: 3,926 shares; 2025Q4: 8,548 shares; 2026Q1: 7,722 shares; 2026Q2: 11,845 shares 11,845$2.8M0.13%+4,123Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,826 shares; 2024Q4: 58,343 shares; 2025Q1: 62,947 shares; 2025Q2: 55,979 shares; 2025Q3: 52,698 shares; 2025Q4: 53,547 shares; 2026Q1: 55,084 shares; 2026Q2: 54,662 shares 54,662$2.75M0.13%-422Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,563 shares; 2024Q4: 32,676 shares; 2025Q1: 33,815 shares; 2025Q2: 10,120 shares; 2025Q3: 9,495 shares; 2025Q4: 9,501 shares; 2026Q1: 9,059 shares; 2026Q2: 8,979 shares 8,979$2.72M0.12%-80Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,971 shares; 2024Q4: 3,021 shares; 2025Q1: 3,527 shares; 2025Q2: 4,659 shares; 2025Q3: 6,971 shares; 2025Q4: 9,027 shares; 2026Q1: 10,111 shares; 2026Q2: 10,870 shares 10,870$2.7M0.12%+759Timeline
FLMIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 24,880 shares; 2025Q3: 38,219 shares; 2025Q4: 77,507 shares; 2026Q1: 85,555 shares; 2026Q2: 105,308 shares 105,308$2.65M0.12%+19,753Timeline
PAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,262 shares; 2024Q4: 61,162 shares; 2025Q1: 61,104 shares; 2025Q2: 65,124 shares; 2025Q3: 63,709 shares; 2025Q4: 62,686 shares; 2026Q1: 62,686 shares; 2026Q2: 62,506 shares 62,506$2.64M0.12%-180Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,519 shares; 2024Q4: 67,567 shares; 2025Q1: 65,108 shares; 2025Q2: 64,494 shares; 2025Q3: 63,210 shares; 2025Q4: 63,746 shares; 2026Q1: 64,880 shares; 2026Q2: 65,225 shares 65,225$2.62M0.12%+345Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,355 shares; 2024Q4: 4,667 shares; 2025Q1: 4,831 shares; 2025Q2: 4,786 shares; 2025Q3: 4,899 shares; 2025Q4: 5,003 shares; 2026Q1: 4,986 shares; 2026Q2: 5,005 shares 5,005$2.57M0.12%+19Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,568 shares; 2024Q4: 60,255 shares; 2025Q1: 56,577 shares; 2025Q2: 56,751 shares; 2025Q3: 51,739 shares; 2025Q4: 54,866 shares; 2026Q1: 63,567 shares; 2026Q2: 56,184 shares 56,184$2.56M0.12%-7,383Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,286 shares; 2024Q4: 12,375 shares; 2025Q1: 9,394 shares; 2025Q2: 12,716 shares; 2025Q3: 21,748 shares; 2025Q4: 49,187 shares; 2026Q1: 54,727 shares; 2026Q2: 50,024 shares 50,024$2.55M0.12%-4,703Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,267 shares; 2024Q4: 51,945 shares; 2025Q1: 50,831 shares; 2025Q2: 50,052 shares; 2025Q3: 49,035 shares; 2025Q4: 48,237 shares; 2026Q1: 46,146 shares; 2026Q2: 40,910 shares 40,910$2.53M0.12%-5,236Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,926 shares; 2024Q4: 6,314 shares; 2025Q1: 5,794 shares; 2025Q2: 5,804 shares; 2025Q3: 5,579 shares; 2025Q4: 5,549 shares; 2026Q1: 5,656 shares; 2026Q2: 5,877 shares 5,877$2.5M0.11%+221Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,863 shares; 2024Q4: 6,815 shares; 2025Q1: 7,110 shares; 2025Q2: 6,861 shares; 2025Q3: 6,843 shares; 2025Q4: 7,050 shares; 2026Q1: 6,956 shares; 2026Q2: 7,196 shares 7,196$2.47M0.11%+240Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,234 shares; 2024Q4: 18,772 shares; 2025Q1: 19,938 shares; 2025Q2: 22,864 shares; 2025Q3: 26,608 shares; 2025Q4: 26,835 shares; 2026Q1: 24,696 shares; 2026Q2: 29,302 shares 29,302$2.45M0.11%+4,606Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,706 shares; 2024Q4: 28,143 shares; 2025Q1: 28,670 shares; 2025Q2: 27,765 shares; 2025Q3: 28,206 shares; 2025Q4: 30,405 shares; 2026Q1: 29,749 shares; 2026Q2: 29,778 shares 29,778$2.41M0.11%+29Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,213 shares; 2024Q4: 7,927 shares; 2025Q1: 7,949 shares; 2025Q2: 7,823 shares; 2025Q3: 8,089 shares; 2025Q4: 8,183 shares; 2026Q1: 4,805 shares; 2026Q2: 4,725 shares 4,725$2.41M0.11%-80Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,072 shares; 2024Q4: 43,765 shares; 2025Q1: 46,540 shares; 2025Q2: 48,053 shares; 2025Q3: 39,923 shares; 2025Q4: 39,542 shares; 2026Q1: 39,501 shares; 2026Q2: 39,292 shares 39,292$2.39M0.11%-209Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,910 shares; 2024Q4: 17,632 shares; 2025Q1: 17,554 shares; 2025Q2: 16,713 shares; 2025Q3: 16,695 shares; 2025Q4: 17,602 shares; 2026Q1: 21,458 shares; 2026Q2: 26,989 shares 26,989$2.37M0.11%+5,531Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,532 shares; 2024Q4: 6,652 shares; 2025Q1: 7,494 shares; 2025Q2: 8,813 shares; 2025Q3: 9,108 shares; 2025Q4: 8,167 shares; 2026Q1: 6,764 shares; 2026Q2: 6,754 shares 6,754$2.29M0.1%-10Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 617 shares; 2024Q4: 6,618 shares; 2025Q1: 6,616 shares; 2025Q2: 6,622 shares; 2025Q3: 6,532 shares; 2025Q4: 6,569 shares; 2026Q1: 6,575 shares; 2026Q2: 5,206 shares 5,206$2.26M0.1%-1,369Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,307 shares; 2024Q4: 15,447 shares; 2025Q1: 14,692 shares; 2025Q2: 14,259 shares; 2025Q3: 11,430 shares; 2025Q4: 11,285 shares; 2026Q1: 10,781 shares; 2026Q2: 10,194 shares 10,194$2.25M0.1%-587Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,051 shares; 2024Q4: 64,512 shares; 2025Q1: 59,129 shares; 2025Q2: 58,970 shares; 2025Q3: 60,366 shares; 2025Q4: 60,792 shares; 2026Q1: 60,815 shares; 2026Q2: 63,411 shares 63,411$2.22M0.1%+2,596Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,643 shares; 2024Q4: 11,895 shares; 2025Q1: 12,407 shares; 2025Q2: 11,556 shares; 2025Q3: 12,023 shares; 2025Q4: 12,713 shares; 2026Q1: 12,604 shares; 2026Q2: 13,400 shares 13,400$2.22M0.1%+796Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,331 shares; 2024Q4: 11,352 shares; 2025Q1: 11,922 shares; 2025Q2: 14,442 shares; 2025Q3: 15,939 shares; 2025Q4: 22,309 shares; 2026Q1: 29,177 shares; 2026Q2: 30,687 shares 30,687$2.21M0.1%+1,510Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,222 shares; 2024Q4: 34,807 shares; 2025Q1: 35,286 shares; 2025Q2: 37,314 shares; 2025Q3: 36,843 shares; 2025Q4: 39,418 shares; 2026Q1: 38,664 shares; 2026Q2: 38,342 shares 38,342$2.21M0.1%-322Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,251 shares; 2024Q4: 36,728 shares; 2025Q1: 21,059 shares; 2025Q2: 20,490 shares; 2025Q3: 17,675 shares; 2025Q4: 18,956 shares; 2026Q1: 18,973 shares; 2026Q2: 20,482 shares 20,482$2.2M0.1%+1,509Timeline
AZNASTRAZENECA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,973 shares; 2026Q2: 11,574 shares 11,574$2.19M0.1%-399Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,445 shares; 2024Q4: 18,652 shares; 2025Q1: 18,570 shares; 2025Q2: 18,708 shares; 2025Q3: 20,418 shares; 2025Q4: 23,593 shares; 2026Q1: 24,351 shares; 2026Q2: 26,549 shares 26,549$2.18M0.1%+2,198Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,120 shares; 2024Q4: 4,399 shares; 2025Q1: 3,435 shares; 2025Q2: 3,348 shares; 2025Q3: 21,478 shares; 2025Q4: 20,810 shares; 2026Q1: 20,690 shares; 2026Q2: 21,036 shares 21,036$2.18M0.1%+346Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,033 shares; 2024Q4: 5,019 shares; 2025Q1: 6,931 shares; 2025Q2: 7,053 shares; 2025Q3: 7,058 shares; 2025Q4: 6,964 shares; 2026Q1: 6,534 shares; 2026Q2: 6,269 shares 6,269$2.16M0.1%-265Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,792 shares; 2024Q4: 15,180 shares; 2025Q1: 16,247 shares; 2025Q2: 208,494 shares; 2025Q3: 308,749 shares; 2025Q4: 333,884 shares; 2026Q1: 220,500 shares; 2026Q2: 28,475 shares 28,475$2.09M0.1%-192,025Timeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,523 shares; 2024Q4: 9,692 shares; 2025Q1: 10,064 shares; 2025Q2: 27,582 shares; 2025Q3: 35,452 shares; 2025Q4: 37,078 shares; 2026Q1: 41,274 shares; 2026Q2: 48,318 shares 48,318$2.08M0.1%+7,044Timeline
TCAFT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,881 shares; 2024Q4: 37,486 shares; 2025Q1: 37,573 shares; 2025Q2: 39,660 shares; 2025Q3: 45,173 shares; 2025Q4: 50,550 shares; 2026Q1: 49,507 shares; 2026Q2: 50,667 shares 50,667$2.08M0.1%+1,160Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,255 shares; 2024Q4: 3,377 shares; 2025Q1: 3,475 shares; 2025Q2: 3,472 shares; 2025Q3: 2,978 shares; 2025Q4: 2,739 shares; 2026Q1: 2,525 shares; 2026Q2: 2,153 shares 2,153$2.08M0.09%-372Timeline
DGTSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,693 shares; 2024Q4: 19,953 shares; 2025Q1: 20,388 shares; 2025Q2: 18,129 shares; 2025Q3: 11,276 shares; 2025Q4: 11,446 shares; 2026Q1: 11,157 shares; 2026Q2: 11,127 shares 11,127$2.06M0.09%-30Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,997 shares; 2024Q4: 16,214 shares; 2025Q1: 16,265 shares; 2025Q2: 15,740 shares; 2025Q3: 16,964 shares; 2025Q4: 17,813 shares; 2026Q1: 17,697 shares; 2026Q2: 17,500 shares 17,500$2.06M0.09%-197Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,336 shares; 2024Q4: 29,559 shares; 2025Q1: 30,211 shares; 2025Q2: 26,540 shares; 2025Q3: 22,465 shares; 2025Q4: 22,735 shares; 2026Q1: 20,828 shares; 2026Q2: 20,850 shares 20,850$2.05M0.09%+22Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 977 shares; 2024Q4: 932 shares; 2025Q1: 920 shares; 2025Q2: 901 shares; 2025Q3: 945 shares; 2025Q4: 1,028 shares; 2026Q1: 1,085 shares; 2026Q2: 1,195 shares 1,195$2.03M0.09%+110Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,968 shares; 2024Q4: 5,392 shares; 2025Q1: 5,484 shares; 2025Q2: 5,635 shares; 2025Q3: 5,619 shares; 2025Q4: 5,793 shares; 2026Q1: 5,753 shares; 2026Q2: 5,644 shares 5,644$1.99M0.09%-109Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,419 shares; 2024Q4: 161,323 shares; 2025Q1: 163,668 shares; 2025Q2: 48,526 shares; 2025Q3: 44,748 shares; 2025Q4: 42,327 shares; 2026Q1: 40,415 shares; 2026Q2: 40,092 shares 40,092$1.99M0.09%-323Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,789 shares; 2024Q4: 33,644 shares; 2025Q1: 34,095 shares; 2025Q2: 44,176 shares; 2025Q3: 43,424 shares; 2025Q4: 43,263 shares; 2026Q1: 44,532 shares; 2026Q2: 38,325 shares 38,325$1.98M0.09%-6,207Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 744 shares; 2024Q4: 745 shares; 2025Q1: 848 shares; 2025Q2: 2,201 shares; 2025Q3: 2,227 shares; 2025Q4: 2,440 shares; 2026Q1: 20,374 shares; 2026Q2: 20,257 shares 20,257$1.95M0.09%-117Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,857 shares; 2024Q4: 2,143 shares; 2025Q1: 1,955 shares; 2025Q2: 2,538 shares; 2025Q3: 2,253 shares; 2025Q4: 2,191 shares; 2026Q1: 2,033 shares; 2026Q2: 1,669 shares 1,669$1.93M0.09%-364Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,047 shares; 2024Q4: 3,030 shares; 2025Q1: 3,033 shares; 2025Q2: 2,884 shares; 2025Q3: 2,825 shares; 2025Q4: 2,608 shares; 2026Q1: 2,582 shares; 2026Q2: 2,552 shares 2,552$1.84M0.08%-30Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,425 shares; 2024Q4: 7,107 shares; 2025Q1: 7,107 shares; 2025Q2: 14,781 shares; 2025Q3: 15,510 shares; 2025Q4: 19,302 shares; 2026Q1: 29,974 shares; 2026Q2: 38,996 shares 38,996$1.83M0.08%+9,022Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 701 shares; 2024Q4: 1,302 shares; 2025Q1: 1,304 shares; 2025Q2: 956 shares; 2025Q3: 958 shares; 2025Q4: 6,166 shares; 2026Q1: 9,470 shares; 2026Q2: 11,199 shares 11,199$1.81M0.08%+1,729Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,446 shares; 2024Q4: 1,379 shares; 2025Q1: 1,535 shares; 2025Q2: 1,801 shares; 2025Q3: 2,951 shares; 2025Q4: 2,898 shares; 2026Q1: 2,656 shares; 2026Q2: 2,806 shares 2,806$1.78M0.08%+150Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,790 shares; 2024Q4: 8,361 shares; 2025Q1: 7,049 shares; 2025Q2: 7,063 shares; 2025Q3: 7,875 shares; 2025Q4: 8,695 shares; 2026Q1: 9,456 shares; 2026Q2: 11,698 shares 11,698$1.73M0.08%+2,242Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,184 shares; 2024Q4: 6,181 shares; 2025Q1: 6,399 shares; 2025Q2: 6,353 shares; 2025Q3: 6,457 shares; 2025Q4: 6,543 shares; 2026Q1: 6,519 shares; 2026Q2: 6,139 shares 6,139$1.73M0.08%-380Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,180 shares; 2024Q4: 1,175 shares; 2025Q1: 1,454 shares; 2025Q2: 1,328 shares; 2025Q3: 1,548 shares; 2025Q4: 2,109 shares; 2026Q1: 2,286 shares; 2026Q2: 7,147 shares 7,147$1.71M0.08%+4,861Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,012 shares; 2024Q4: 12,490 shares; 2025Q1: 12,478 shares; 2025Q2: 12,502 shares; 2025Q3: 12,420 shares; 2025Q4: 12,346 shares; 2026Q1: 12,318 shares; 2026Q2: 8,411 shares 8,411$1.7M0.08%-3,907Timeline
TBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,563 shares; 2024Q4: 57,657 shares; 2025Q1: 60,576 shares; 2025Q2: 104,610 shares; 2025Q3: 88,210 shares; 2025Q4: 57,696 shares; 2026Q1: 38,496 shares; 2026Q2: 33,560 shares 33,560$1.67M0.08%-4,936Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,391 shares; 2024Q4: 7,386 shares; 2025Q1: 8,196 shares; 2025Q2: 8,314 shares; 2025Q3: 8,155 shares; 2025Q4: 8,475 shares; 2026Q1: 8,279 shares; 2026Q2: 7,356 shares 7,356$1.67M0.08%-923Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,340 shares; 2024Q4: 1,356 shares; 2025Q1: 1,473 shares; 2025Q2: 1,674 shares; 2025Q3: 2,199 shares; 2025Q4: 2,268 shares; 2026Q1: 2,864 shares; 2026Q2: 3,349 shares 3,349$1.66M0.08%+485Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,467 shares; 2024Q4: 5,653 shares; 2025Q1: 6,246 shares; 2025Q2: 6,182 shares; 2025Q3: 6,083 shares; 2025Q4: 6,386 shares; 2026Q1: 6,198 shares; 2026Q2: 6,595 shares 6,595$1.66M0.08%+397Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,653 shares; 2024Q4: 3,821 shares; 2025Q1: 4,536 shares; 2025Q2: 4,843 shares; 2025Q3: 4,953 shares; 2025Q4: 4,860 shares; 2026Q1: 4,246 shares; 2026Q2: 4,049 shares 4,049$1.66M0.08%-197Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,312 shares; 2024Q4: 5,055 shares; 2025Q1: 5,080 shares; 2025Q2: 14,613 shares; 2025Q3: 14,623 shares; 2025Q4: 14,583 shares; 2026Q1: 12,351 shares; 2026Q2: 12,720 shares 12,720$1.63M0.07%+369Timeline
PJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,937 shares; 2024Q4: 45,687 shares; 2025Q1: 46,468 shares; 2025Q2: 49,122 shares; 2025Q3: 49,122 shares; 2025Q4: 40,065 shares; 2026Q1: 40,065 shares; 2026Q2: 32,618 shares 32,618$1.61M0.07%-7,447Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,525 shares; 2024Q4: 25,841 shares; 2025Q1: 24,687 shares; 2025Q2: 13,804 shares; 2025Q3: 10,639 shares; 2025Q4: 10,369 shares; 2026Q1: 9,963 shares; 2026Q2: 10,172 shares 10,172$1.61M0.07%+209Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,061 shares; 2024Q4: 13,229 shares; 2025Q1: 14,421 shares; 2025Q2: 14,096 shares; 2025Q3: 13,083 shares; 2025Q4: 13,063 shares; 2026Q1: 12,903 shares; 2026Q2: 11,366 shares 11,366$1.56M0.07%-1,537Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,803 shares; 2024Q4: 7,574 shares; 2025Q1: 7,943 shares; 2025Q2: 7,977 shares; 2025Q3: 7,900 shares; 2025Q4: 7,931 shares; 2026Q1: 7,859 shares; 2026Q2: 7,905 shares 7,905$1.56M0.07%+46Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,293 shares; 2024Q4: 20,013 shares; 2025Q1: 20,863 shares; 2025Q2: 21,605 shares; 2025Q3: 21,128 shares; 2025Q4: 22,400 shares; 2026Q1: 22,289 shares; 2026Q2: 21,557 shares 21,557$1.55M0.07%-732Timeline
BKHBLACK HILLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,436 shares; 2024Q4: 21,515 shares; 2025Q1: 21,749 shares; 2025Q2: 20,725 shares; 2025Q3: 19,935 shares; 2025Q4: 19,955 shares; 2026Q1: 20,211 shares; 2026Q2: 20,523 shares 20,523$1.53M0.07%+312Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,604 shares; 2024Q4: 13,851 shares; 2025Q1: 16,723 shares; 2025Q2: 17,178 shares; 2025Q3: 18,072 shares; 2025Q4: 19,036 shares; 2026Q1: 18,544 shares; 2026Q2: 18,776 shares 18,776$1.51M0.07%+232Timeline
ECGEVERUS CONSTR GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,735 shares; 2025Q2: 6,965 shares; 2025Q3: 8,745 shares; 2025Q4: 8,770 shares; 2026Q1: 8,797 shares; 2026Q2: 8,945 shares 8,945$1.48M0.07%+148Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,718 shares; 2024Q4: 7,840 shares; 2025Q1: 39,393 shares; 2025Q2: 40,195 shares; 2025Q3: 39,357 shares; 2025Q4: 42,836 shares; 2026Q1: 42,529 shares; 2026Q2: 46,119 shares 46,119$1.47M0.07%+3,590Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,881 shares; 2024Q4: 5,664 shares; 2025Q1: 5,406 shares; 2025Q2: 5,297 shares; 2025Q3: 5,112 shares; 2025Q4: 5,118 shares; 2026Q1: 5,096 shares; 2026Q2: 4,630 shares 4,630$1.46M0.07%-466Timeline
UITBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,582 shares; 2024Q4: 124,182 shares; 2025Q1: 144,503 shares; 2025Q2: 38,185 shares; 2025Q3: 35,350 shares; 2025Q4: 35,106 shares; 2026Q1: 31,384 shares; 2026Q2: 31,115 shares 31,115$1.46M0.07%-269Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,006 shares; 2024Q4: 156,826 shares; 2025Q1: 117,084 shares; 2025Q2: 75,277 shares; 2025Q3: 51,701 shares; 2025Q4: 49,456 shares; 2026Q1: 50,175 shares; 2026Q2: 46,500 shares 46,500$1.45M0.07%-3,675Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,639 shares; 2024Q4: 6,179 shares; 2025Q1: 6,002 shares; 2025Q2: 6,099 shares; 2025Q3: 5,983 shares; 2025Q4: 6,047 shares; 2026Q1: 5,978 shares; 2026Q2: 5,796 shares 5,796$1.43M0.07%-182Timeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,502 shares; 2024Q4: 5,382 shares; 2025Q1: 5,580 shares; 2025Q2: 5,712 shares; 2025Q3: 5,849 shares; 2025Q4: 6,123 shares; 2026Q1: 6,161 shares; 2026Q2: 6,376 shares 6,376$1.42M0.06%+215Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,361 shares; 2024Q4: 6,215 shares; 2025Q1: 5,324 shares; 2025Q2: 5,559 shares; 2025Q3: 5,390 shares; 2025Q4: 5,729 shares; 2026Q1: 5,682 shares; 2026Q2: 5,962 shares 5,962$1.42M0.06%+280Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,330 shares; 2024Q4: 1,454 shares; 2025Q1: 1,544 shares; 2025Q2: 1,549 shares; 2025Q3: 2,009 shares; 2025Q4: 1,494 shares; 2026Q1: 977 shares; 2026Q2: 1,841 shares 1,841$1.4M0.06%+864Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,988 shares; 2024Q4: 21,562 shares; 2025Q1: 21,628 shares; 2025Q2: 22,358 shares; 2025Q3: 24,593 shares; 2025Q4: 24,679 shares; 2026Q1: 23,030 shares; 2026Q2: 21,751 shares 21,751$1.39M0.06%-1,279Timeline
PSEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,431 shares; 2024Q4: 16,516 shares; 2025Q1: 18,234 shares; 2025Q2: 18,234 shares; 2025Q3: 30,670 shares; 2025Q4: 30,670 shares; 2026Q1: 30,144 shares; 2026Q2: 30,144 shares 30,144$1.39M0.06%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,902 shares; 2024Q4: 15,867 shares; 2025Q1: 15,939 shares; 2025Q2: 18,776 shares; 2025Q3: 19,384 shares; 2025Q4: 15,378 shares; 2026Q1: 11,539 shares; 2026Q2: 11,822 shares 11,822$1.38M0.06%+283Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,359 shares; 2024Q4: 5,759 shares; 2025Q1: 5,563 shares; 2025Q2: 5,432 shares; 2025Q3: 5,478 shares; 2025Q4: 5,483 shares; 2026Q1: 5,575 shares; 2026Q2: 5,743 shares 5,743$1.37M0.06%+168Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,039 shares; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: 819 shares; 2025Q3: 812 shares; 2025Q4: 857 shares; 2026Q1: 853 shares; 2026Q2: 1,017 shares 1,017$1.35M0.06%+164Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,844 shares; 2024Q4: 9,863 shares; 2025Q1: 10,247 shares; 2025Q2: 11,391 shares; 2025Q3: 10,246 shares; 2025Q4: 10,527 shares; 2026Q1: 11,616 shares; 2026Q2: 11,253 shares 11,253$1.34M0.06%-363Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,163 shares; 2024Q4: 8,834 shares; 2025Q1: 9,673 shares; 2025Q2: 9,746 shares; 2025Q3: 9,832 shares; 2025Q4: 9,611 shares; 2026Q1: 8,931 shares; 2026Q2: 9,561 shares 9,561$1.34M0.06%+630Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,902 shares; 2024Q4: 17,515 shares; 2025Q1: 15,921 shares; 2025Q2: 14,006 shares; 2025Q3: 11,942 shares; 2025Q4: 11,296 shares; 2026Q1: 10,700 shares; 2026Q2: 10,405 shares 10,405$1.34M0.06%-295Timeline
NAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,757 shares; 2024Q4: 26,351 shares; 2025Q1: 23,630 shares; 2025Q2: 23,370 shares; 2025Q3: 22,166 shares; 2025Q4: 22,166 shares; 2026Q1: 22,166 shares; 2026Q2: 22,526 shares 22,526$1.33M0.06%+360Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,539 shares; 2024Q4: 12,744 shares; 2025Q1: 15,037 shares; 2025Q2: 16,635 shares; 2025Q3: 18,086 shares; 2025Q4: 18,004 shares; 2026Q1: 16,819 shares; 2026Q2: 16,065 shares 16,065$1.33M0.06%-754Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,991 shares; 2024Q4: 32,162 shares; 2025Q1: 25,621 shares; 2025Q2: 17,963 shares; 2025Q3: 9,263 shares; 2025Q4: 9,412 shares; 2026Q1: 9,969 shares; 2026Q2: 9,474 shares 9,474$1.32M0.06%-495Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,971 shares; 2024Q4: 3,749 shares; 2025Q1: 3,753 shares; 2025Q2: 3,323 shares; 2025Q3: 4,854 shares; 2025Q4: 4,992 shares; 2026Q1: 4,670 shares; 2026Q2: 4,863 shares 4,863$1.31M0.06%+193Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,759 shares; 2024Q4: 6,416 shares; 2025Q1: 6,674 shares; 2025Q2: 6,515 shares; 2025Q3: 6,251 shares; 2025Q4: 6,112 shares; 2026Q1: 6,212 shares; 2026Q2: 5,951 shares 5,951$1.31M0.06%-261Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,873 shares; 2024Q4: 12,131 shares; 2025Q1: 12,200 shares; 2025Q2: 11,206 shares; 2025Q3: 15,958 shares; 2025Q4: 16,611 shares; 2026Q1: 16,163 shares; 2026Q2: 16,135 shares 16,135$1.31M0.06%-28Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,887 shares; 2024Q4: 59,835 shares; 2025Q1: 41,259 shares; 2025Q2: 35,707 shares; 2025Q3: 40,687 shares; 2025Q4: 40,974 shares; 2026Q1: 42,075 shares; 2026Q2: 38,490 shares 38,490$1.3M0.06%-3,585Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,800 shares; 2024Q4: 83,479 shares; 2025Q1: 47,333 shares; 2025Q2: 30,637 shares; 2025Q3: 33,715 shares; 2025Q4: 36,699 shares; 2026Q1: 36,953 shares; 2026Q2: 35,666 shares 35,666$1.29M0.06%-1,287Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,234 shares; 2024Q4: 47,373 shares; 2025Q1: 46,815 shares; 2025Q2: 47,661 shares; 2025Q3: 41,490 shares; 2025Q4: 37,468 shares; 2026Q1: 32,964 shares; 2026Q2: 27,392 shares 27,392$1.28M0.06%-5,572Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,276 shares; 2024Q4: 1,933 shares; 2025Q1: 1,906 shares; 2025Q2: 1,958 shares; 2025Q3: 2,317 shares; 2025Q4: 2,174 shares; 2026Q1: 2,222 shares; 2026Q2: 1,771 shares 1,771$1.28M0.06%-451Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,612 shares; 2024Q4: 24,083 shares; 2025Q1: 24,646 shares; 2025Q2: 25,278 shares; 2025Q3: 25,610 shares; 2025Q4: 27,010 shares; 2026Q1: 27,956 shares; 2026Q2: 27,450 shares 27,450$1.28M0.06%-506Timeline
TMSLT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,970 shares; 2024Q4: 12,171 shares; 2025Q1: 15,122 shares; 2025Q2: 17,772 shares; 2025Q3: 19,357 shares; 2025Q4: 23,038 shares; 2026Q1: 23,144 shares; 2026Q2: 29,026 shares 29,026$1.27M0.06%+5,882Timeline
FBCVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,951 shares; 2025Q3: 8,187 shares; 2025Q4: 26,350 shares; 2026Q1: 28,981 shares; 2026Q2: 31,483 shares 31,483$1.25M0.06%+2,502Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,617 shares; 2024Q4: 102,525 shares; 2025Q1: 107,570 shares; 2025Q2: 25,697 shares; 2025Q3: 24,085 shares; 2025Q4: 22,568 shares; 2026Q1: 20,894 shares; 2026Q2: 19,842 shares 19,842$1.23M0.06%-1,052Timeline
GJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,965 shares; 2025Q2: 29,965 shares; 2025Q3: 29,965 shares; 2025Q4: 29,965 shares; 2026Q1: 29,965 shares; 2026Q2: 29,814 shares 29,814$1.23M0.06%-151Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305 shares; 2024Q4: 142 shares; 2025Q1: 595 shares; 2025Q2: 574 shares; 2025Q3: 559 shares; 2025Q4: 3,375 shares; 2026Q1: 2,288 shares; 2026Q2: 2,533 shares 2,533$1.23M0.06%+245Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163 shares; 2024Q4: 86 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 89 shares; 2025Q4: 1,079 shares; 2026Q1: 79 shares; 2026Q2: 4,411 shares 4,411$1.22M0.06%+4,332Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,703 shares; 2024Q4: 3,644 shares; 2025Q1: 3,656 shares; 2025Q2: 3,563 shares; 2025Q3: 3,387 shares; 2025Q4: 3,383 shares; 2026Q1: 3,398 shares; 2026Q2: 3,431 shares 3,431$1.22M0.06%+33Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,504 shares; 2024Q4: 1,431 shares; 2025Q1: 1,408 shares; 2025Q2: 1,421 shares; 2025Q3: 1,407 shares; 2025Q4: 1,242 shares; 2026Q1: 1,221 shares; 2026Q2: 1,226 shares 1,226$1.2M0.05%+5Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,891 shares; 2024Q4: 5,451 shares; 2025Q1: 8,469 shares; 2025Q2: 8,237 shares; 2025Q3: 7,922 shares; 2025Q4: 8,452 shares; 2026Q1: 8,456 shares; 2026Q2: 15,320 shares 15,320$1.2M0.05%+6,864Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,583 shares; 2024Q4: 8,414 shares; 2025Q1: 9,907 shares; 2025Q2: 9,591 shares; 2025Q3: 8,501 shares; 2025Q4: 8,623 shares; 2026Q1: 8,464 shares; 2026Q2: 8,090 shares 8,090$1.19M0.05%-374Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 790 shares; 2024Q4: 775 shares; 2025Q1: 7,181 shares; 2025Q2: 7,085 shares; 2025Q3: 7,811 shares; 2025Q4: 1,390 shares; 2026Q1: 1,358 shares; 2026Q2: 5,207 shares 5,207$1.17M0.05%+3,849Timeline
IMCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,153 shares; 2024Q4: 19,230 shares; 2025Q1: 19,652 shares; 2025Q2: 15,293 shares; 2025Q3: 12,254 shares; 2025Q4: 12,282 shares; 2026Q1: 11,951 shares; 2026Q2: 11,851 shares 11,851$1.16M0.05%-100Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,294 shares; 2024Q4: 7,949 shares; 2025Q1: 9,522 shares; 2025Q2: 10,389 shares; 2025Q3: 10,619 shares; 2025Q4: 13,003 shares; 2026Q1: 12,570 shares; 2026Q2: 12,048 shares 12,048$1.15M0.05%-522Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,901 shares; 2024Q4: 4,776 shares; 2025Q1: 5,340 shares; 2025Q2: 5,221 shares; 2025Q3: 5,110 shares; 2025Q4: 5,281 shares; 2026Q1: 5,287 shares; 2026Q2: 5,413 shares 5,413$1.13M0.05%+126Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,214 shares; 2024Q4: 10,798 shares; 2025Q1: 10,638 shares; 2025Q2: 3,100 shares; 2025Q3: 2,808 shares; 2025Q4: 2,985 shares; 2026Q1: 2,876 shares; 2026Q2: 2,870 shares 2,870$1.13M0.05%-6Timeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,030 shares; 2025Q1: 4,176 shares; 2025Q2: 5,609 shares; 2025Q3: 10,578 shares; 2025Q4: 11,124 shares; 2026Q1: 11,729 shares; 2026Q2: 13,649 shares 13,649$1.13M0.05%+1,920Timeline
FVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,557 shares; 2024Q4: 32,173 shares; 2025Q1: 29,961 shares; 2025Q2: 28,478 shares; 2025Q3: 27,951 shares; 2025Q4: 26,543 shares; 2026Q1: 25,838 shares; 2026Q2: 23,161 shares 23,161$1.12M0.05%-2,677Timeline
KBWBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,512 shares; 2025Q2: 13,339 shares; 2025Q3: 15,035 shares; 2025Q4: 11,522 shares; 2026Q1: 11,324 shares; 2026Q2: 11,955 shares 11,955$1.11M0.05%+631Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,407 shares; 2024Q4: 3,407 shares; 2025Q1: 3,145 shares; 2025Q2: 13,388 shares; 2025Q3: 13,429 shares; 2025Q4: 13,586 shares; 2026Q1: 10,965 shares; 2026Q2: 10,445 shares 10,445$1.11M0.05%-520Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,812 shares; 2024Q4: 47,816 shares; 2025Q1: 46,212 shares; 2025Q2: 20,224 shares; 2025Q3: 19,486 shares; 2025Q4: 19,912 shares; 2026Q1: 18,856 shares; 2026Q2: 19,321 shares 19,321$1.1M0.05%+465Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,773 shares; 2024Q4: 3,908 shares; 2025Q1: 4,147 shares; 2025Q2: 1,670 shares; 2025Q3: 1,522 shares; 2025Q4: 1,492 shares; 2026Q1: 1,441 shares; 2026Q2: 1,674 shares 1,674$1.1M0.05%+233Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,901 shares; 2024Q4: 6,547 shares; 2025Q1: 6,432 shares; 2025Q2: 6,543 shares; 2025Q3: 6,580 shares; 2025Q4: 7,313 shares; 2026Q1: 6,975 shares; 2026Q2: 22,889 shares 22,889$1.09M0.05%+15,914Timeline
AESRTWO RDS SHARED TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,712 shares; 2025Q2: 68,024 shares; 2025Q3: 51,990 shares; 2025Q4: 60,329 shares; 2026Q1: 61,127 shares; 2026Q2: 51,852 shares 51,852$1.08M0.05%-9,275Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229,432 shares; 2024Q4: 218,614 shares; 2025Q1: 223,918 shares; 2025Q2: 86,248 shares; 2025Q3: 80,522 shares; 2025Q4: 83,159 shares; 2026Q1: 82,463 shares; 2026Q2: 47,200 shares 47,200$1.08M0.05%-35,263Timeline
EJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,708 shares; 2024Q4: 29,708 shares; 2025Q1: 29,708 shares; 2025Q2: 29,708 shares; 2025Q3: 29,708 shares; 2025Q4: 29,708 shares; 2026Q1: 29,714 shares; 2026Q2: 29,714 shares 29,714$1.07M0.05%0Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,941 shares; 2024Q4: 10,415 shares; 2025Q1: 8,998 shares; 2025Q2: 6,789 shares; 2025Q3: 9,011 shares; 2025Q4: 8,841 shares; 2026Q1: 10,627 shares; 2026Q2: 11,003 shares 11,003$1.07M0.05%+376Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,480 shares; 2024Q4: 46,159 shares; 2025Q1: 41,406 shares; 2025Q2: 38,115 shares; 2025Q3: 29,394 shares; 2025Q4: 29,326 shares; 2026Q1: 24,322 shares; 2026Q2: 25,158 shares 25,158$1.07M0.05%+836Timeline
XHBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 204 shares; 2025Q4: 220 shares; 2026Q1: 205 shares; 2026Q2: 9,024 shares 9,024$1.04M0.05%+8,819Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,658 shares; 2024Q4: 6,833 shares; 2025Q1: 7,288 shares; 2025Q2: 10,872 shares; 2025Q3: 13,017 shares; 2025Q4: 13,274 shares; 2026Q1: 13,299 shares; 2026Q2: 13,464 shares 13,464$1.02M0.05%+165Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,308 shares; 2024Q4: 86,034 shares; 2025Q1: 89,492 shares; 2025Q2: 98,597 shares; 2025Q3: 98,032 shares; 2025Q4: 118,491 shares; 2026Q1: 117,907 shares; 2026Q2: 69,135 shares 69,135$1.01M0.05%-48,772Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,530 shares; 2024Q4: 10,347 shares; 2025Q1: 10,415 shares; 2025Q2: 10,160 shares; 2025Q3: 8,972 shares; 2025Q4: 9,175 shares; 2026Q1: 8,740 shares; 2026Q2: 8,622 shares 8,622$1.01M0.05%-118Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,306 shares; 2024Q4: 8,286 shares; 2025Q1: 12,485 shares; 2025Q2: 12,342 shares; 2025Q3: 12,196 shares; 2025Q4: 12,211 shares; 2026Q1: 12,164 shares; 2026Q2: 12,293 shares 12,293$1.01M0.05%+129Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,567 shares; 2024Q4: 14,282 shares; 2025Q1: 12,082 shares; 2025Q2: 14,093 shares; 2025Q3: 16,066 shares; 2025Q4: 16,093 shares; 2026Q1: 15,887 shares; 2026Q2: 18,723 shares 18,723$1M0.05%+2,836Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,342 shares; 2024Q4: 4,828 shares; 2025Q1: 5,331 shares; 2025Q2: 5,155 shares; 2025Q3: 5,159 shares; 2025Q4: 3,448 shares; 2026Q1: 4,865 shares; 2026Q2: 12,187 shares 12,187$1M0.05%+7,322Timeline
IYTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,524 shares 11,524$1000K0.05%newTimeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,933 shares; 2024Q4: 14,890 shares; 2025Q1: 19,696 shares; 2025Q2: 31,741 shares; 2025Q3: 26,335 shares; 2025Q4: 26,876 shares; 2026Q1: 21,417 shares; 2026Q2: 21,409 shares 21,409$998K0.05%-8Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,602 shares; 2024Q4: 60,646 shares; 2025Q1: 61,953 shares; 2025Q2: 11,533 shares; 2025Q3: 10,361 shares; 2025Q4: 10,102 shares; 2026Q1: 9,843 shares; 2026Q2: 9,566 shares 9,566$995K0.05%-277Timeline
PEYINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,044 shares; 2024Q4: 78,860 shares; 2025Q1: 108,264 shares; 2025Q2: 198,020 shares; 2025Q3: 203,803 shares; 2025Q4: 145,499 shares; 2026Q1: 81,804 shares; 2026Q2: 41,738 shares 41,738$967K0.04%-40,066Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,861 shares; 2024Q4: 8,652 shares; 2025Q1: 8,480 shares; 2025Q2: 8,265 shares; 2025Q3: 7,727 shares; 2025Q4: 7,816 shares; 2026Q1: 7,482 shares; 2026Q2: 7,045 shares 7,045$954K0.04%-437Timeline
PHYSSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 6,300 shares; 2025Q3: 13,875 shares; 2025Q4: 28,290 shares; 2026Q1: 31,579 shares; 2026Q2: 31,489 shares 31,489$950K0.04%-90Timeline
ZNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,535 shares; 2025Q2: 34,521 shares; 2025Q3: 34,521 shares; 2025Q4: 34,521 shares; 2026Q1: 34,521 shares; 2026Q2: 34,521 shares 34,521$948K0.04%0Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,883 shares; 2024Q4: 6,090 shares; 2025Q1: 6,235 shares; 2025Q2: 6,016 shares; 2025Q3: 11,421 shares; 2025Q4: 11,899 shares; 2026Q1: 12,723 shares; 2026Q2: 14,028 shares 14,028$943K0.04%+1,305Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,282 shares; 2024Q4: 21,035 shares; 2025Q1: 19,788 shares; 2025Q2: 18,316 shares; 2025Q3: 18,172 shares; 2025Q4: 18,458 shares; 2026Q1: 17,971 shares; 2026Q2: 17,988 shares 17,988$943K0.04%+17Timeline
ALBEMARLE CORPALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,958 shares; 2025Q4: 11,798 shares; 2026Q1: 12,109 shares; 2026Q2: 16,825 shares 16,825$931K0.04%+4,716
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,973 shares; 2024Q4: 7,389 shares; 2025Q1: 8,379 shares; 2025Q2: 8,605 shares; 2025Q3: 6,596 shares; 2025Q4: 13,689 shares; 2026Q1: 15,330 shares; 2026Q2: 17,530 shares 17,530$931K0.04%+2,200Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,240 shares; 2024Q4: 2,216 shares; 2025Q1: 2,114 shares; 2025Q2: 5,873 shares; 2025Q3: 5,184 shares; 2025Q4: 5,374 shares; 2026Q1: 6,251 shares; 2026Q2: 2,571 shares 2,571$931K0.04%-3,680Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,860 shares; 2024Q4: 52,030 shares; 2025Q1: 39,730 shares; 2025Q2: 29,251 shares; 2025Q3: 30,533 shares; 2025Q4: 29,193 shares; 2026Q1: 29,448 shares; 2026Q2: 26,586 shares 26,586$925K0.04%-2,862Timeline
CGCPCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,411 shares; 2024Q4: 73,442 shares; 2025Q1: 103,644 shares; 2025Q2: 97,742 shares; 2025Q3: 78,956 shares; 2025Q4: 79,923 shares; 2026Q1: 45,099 shares; 2026Q2: 41,419 shares 41,419$923K0.04%-3,680Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,781 shares; 2024Q4: 4,247 shares; 2025Q1: 4,211 shares; 2025Q2: 4,644 shares; 2025Q3: 4,233 shares; 2025Q4: 4,108 shares; 2026Q1: 3,802 shares; 2026Q2: 3,805 shares 3,805$922K0.04%+3Timeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 145 shares; 2025Q1: 126 shares; 2025Q2: 5,002 shares; 2025Q3: 5,002 shares; 2025Q4: 5,002 shares; 2026Q1: 5,015 shares; 2026Q2: 5,104 shares 5,104$918K0.04%+89Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,824 shares; 2024Q4: 23,969 shares; 2025Q1: 26,793 shares; 2025Q2: 10,382 shares; 2025Q3: 10,391 shares; 2025Q4: 10,013 shares; 2026Q1: 9,077 shares; 2026Q2: 11,456 shares 11,456$916K0.04%+2,379Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 148 shares; 2025Q1: 921 shares; 2025Q2: 693 shares; 2025Q3: 973 shares; 2025Q4: 852 shares; 2026Q1: 3,573 shares; 2026Q2: 2,724 shares 2,724$912K0.04%-849Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,786 shares; 2024Q4: 15,255 shares; 2025Q1: 18,099 shares; 2025Q2: 11,046 shares; 2025Q3: 10,524 shares; 2025Q4: 10,795 shares; 2026Q1: 9,858 shares; 2026Q2: 9,456 shares 9,456$912K0.04%-402Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,792 shares; 2024Q4: 32,439 shares; 2025Q1: 32,915 shares; 2025Q2: 32,944 shares; 2025Q3: 33,212 shares; 2025Q4: 31,933 shares; 2026Q1: 31,824 shares; 2026Q2: 31,351 shares 31,351$908K0.04%-473Timeline
ACAARCOSA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,783 shares; 2024Q4: 7,263 shares; 2025Q1: 7,263 shares; 2025Q2: 6,863 shares; 2025Q3: 6,863 shares; 2025Q4: 6,863 shares; 2026Q1: 6,775 shares; 2026Q2: 6,244 shares 6,244$907K0.04%-531Timeline
MPBMID PENN BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,866 shares; 2024Q4: 25,866 shares; 2025Q1: 25,866 shares; 2025Q2: 25,866 shares; 2025Q3: 25,866 shares; 2025Q4: 25,866 shares; 2026Q1: 25,866 shares; 2026Q2: 25,866 shares 25,866$901K0.04%0Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,303 shares; 2024Q4: 3,279 shares; 2025Q1: 3,278 shares; 2025Q2: 3,081 shares; 2025Q3: 3,036 shares; 2025Q4: 2,860 shares; 2026Q1: 2,666 shares; 2026Q2: 2,608 shares 2,608$898K0.04%-58Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,023 shares; 2024Q4: 38,498 shares; 2025Q1: 40,634 shares; 2025Q2: 28,835 shares; 2025Q3: 17,667 shares; 2025Q4: 18,700 shares; 2026Q1: 18,879 shares; 2026Q2: 16,992 shares 16,992$896K0.04%-1,887Timeline
IYMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 4,990 shares 4,990$896K0.04%+4,945Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,250 shares; 2024Q4: 5,943 shares; 2025Q1: 6,752 shares; 2025Q2: 6,611 shares; 2025Q3: 6,385 shares; 2025Q4: 6,615 shares; 2026Q1: 6,583 shares; 2026Q2: 7,038 shares 7,038$891K0.04%+455Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,025 shares; 2024Q4: 28,122 shares; 2025Q1: 28,073 shares; 2025Q2: 32,455 shares; 2025Q3: 32,364 shares; 2025Q4: 32,332 shares; 2026Q1: 32,263 shares; 2026Q2: 34,728 shares 34,728$886K0.04%+2,465Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,868 shares; 2024Q4: 2,789 shares; 2025Q1: 2,715 shares; 2025Q2: 2,588 shares; 2025Q3: 2,725 shares; 2025Q4: 2,865 shares; 2026Q1: 2,780 shares; 2026Q2: 2,963 shares 2,963$883K0.04%+183Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204 shares; 2024Q4: 293 shares; 2025Q1: 342 shares; 2025Q2: 374 shares; 2025Q3: 456 shares; 2025Q4: 460 shares; 2026Q1: 462 shares; 2026Q2: 443 shares 443$881K0.04%-19Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,461 shares; 2024Q4: 2,464 shares; 2025Q1: 2,422 shares; 2025Q2: 2,422 shares; 2025Q3: 2,416 shares; 2025Q4: 2,322 shares; 2026Q1: 2,398 shares; 2026Q2: 2,396 shares 2,396$876K0.04%-2Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,784 shares; 2024Q4: 123,701 shares; 2025Q1: 95,622 shares; 2025Q2: 46,220 shares; 2025Q3: 14,456 shares; 2025Q4: 13,327 shares; 2026Q1: 16,796 shares; 2026Q2: 18,353 shares 18,353$872K0.04%+1,557Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,100 shares; 2024Q4: 46,888 shares; 2025Q1: 15,488 shares; 2025Q2: 13,313 shares; 2025Q3: 21,313 shares; 2025Q4: 13,733 shares; 2026Q1: 16,739 shares; 2026Q2: 17,153 shares 17,153$868K0.04%+414Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,046 shares; 2024Q4: 12,694 shares; 2025Q1: 9,794 shares; 2025Q2: 8,441 shares; 2025Q3: 8,836 shares; 2025Q4: 8,901 shares; 2026Q1: 8,154 shares; 2026Q2: 7,373 shares 7,373$868K0.04%-781Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 358 shares; 2026Q2: 2,859 shares 2,859$865K0.04%+2,501Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,930 shares; 2024Q4: 3,525 shares; 2025Q1: 4,326 shares; 2025Q2: 3,372 shares; 2025Q3: 3,469 shares; 2025Q4: 3,465 shares; 2026Q1: 3,622 shares; 2026Q2: 2,848 shares 2,848$848K0.04%-774Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,774 shares; 2024Q4: 8,143 shares; 2025Q1: 8,285 shares; 2025Q2: 7,759 shares; 2025Q3: 6,845 shares; 2025Q4: 30,808 shares; 2026Q1: 33,142 shares; 2026Q2: 18,258 shares 18,258$828K0.04%-14,884Timeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,474 shares; 2024Q4: 6,036 shares; 2025Q1: 6,699 shares; 2025Q2: 7,578 shares; 2025Q3: 9,803 shares; 2025Q4: 10,007 shares; 2026Q1: 8,796 shares; 2026Q2: 8,786 shares 8,786$825K0.04%-10Timeline
HONAHONEYWELL AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,726 shares 3,726$824K0.04%newTimeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,699 shares; 2024Q4: 2,245 shares; 2025Q1: 2,226 shares; 2025Q2: 2,226 shares; 2025Q3: 2,226 shares; 2025Q4: 2,272 shares; 2026Q1: 2,643 shares; 2026Q2: 2,669 shares 2,669$817K0.04%+26Timeline
BUFFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,876 shares; 2024Q4: 11,076 shares; 2025Q1: 11,076 shares; 2025Q2: 9,837 shares; 2025Q3: 10,157 shares; 2025Q4: 9,698 shares; 2026Q1: 15,288 shares; 2026Q2: 15,488 shares 15,488$816K0.04%+200Timeline
PDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,998 shares; 2024Q4: 19,170 shares; 2025Q1: 18,789 shares; 2025Q2: 18,789 shares; 2025Q3: 17,196 shares; 2025Q4: 21,264 shares; 2026Q1: 21,264 shares; 2026Q2: 17,601 shares 17,601$808K0.04%-3,663Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,600 shares 3,600$806K0.04%newTimeline
CGIECAPITAL GROUP INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 614 shares; 2024Q4: 7,296 shares; 2025Q1: 11,304 shares; 2025Q2: 16,636 shares; 2025Q3: 23,680 shares; 2025Q4: 23,612 shares; 2026Q1: 22,231 shares; 2026Q2: 21,718 shares 21,718$799K0.04%-513Timeline
UFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 45 shares; 2025Q1: 20,615 shares; 2025Q2: 20,570 shares; 2025Q3: 20,570 shares; 2025Q4: 20,570 shares; 2026Q1: 20,570 shares; 2026Q2: 20,570 shares 20,570$795K0.04%0Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384 shares; 2024Q4: 697 shares; 2025Q1: 697 shares; 2025Q2: 703 shares; 2025Q3: 2,436 shares; 2025Q4: 3,013 shares; 2026Q1: 4,459 shares; 2026Q2: 5,218 shares 5,218$795K0.04%+759Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,634 shares; 2024Q4: 1,634 shares; 2025Q1: 1,635 shares; 2025Q2: 1,485 shares; 2025Q3: 1,430 shares; 2025Q4: 1,558 shares; 2026Q1: 1,450 shares; 2026Q2: 1,411 shares 1,411$793K0.04%-39Timeline
NXPNUVEEN SELECT TAX-FREE INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,635 shares; 2024Q4: 56,960 shares; 2025Q1: 61,560 shares; 2025Q2: 63,810 shares; 2025Q3: 58,710 shares; 2025Q4: 57,660 shares; 2026Q1: 58,025 shares; 2026Q2: 55,365 shares 55,365$792K0.04%-2,660Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,222 shares; 2024Q4: 21,248 shares; 2025Q1: 23,770 shares; 2025Q2: 22,377 shares; 2025Q3: 18,923 shares; 2025Q4: 19,281 shares; 2026Q1: 19,279 shares; 2026Q2: 15,751 shares 15,751$791K0.04%-3,528Timeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,799 shares 6,799$785K0.04%newTimeline
TFISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,426 shares; 2024Q4: 8,956 shares; 2025Q1: 13,755 shares; 2025Q2: 17,163 shares; 2025Q3: 17,160 shares; 2025Q4: 17,128 shares; 2026Q1: 17,067 shares; 2026Q2: 17,033 shares 17,033$780K0.04%-34Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,883 shares; 2025Q1: 1,872 shares; 2025Q2: 2,376 shares; 2025Q3: 2,447 shares; 2025Q4: 2,351 shares; 2026Q1: 2,345 shares; 2026Q2: 2,285 shares 2,285$779K0.04%-60Timeline
HFSIHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,750 shares; 2026Q1: 19,159 shares; 2026Q2: 22,095 shares 22,095$777K0.04%+2,936Timeline
MINOPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,201 shares; 2026Q1: 6,061 shares; 2026Q2: 16,943 shares 16,943$775K0.04%+10,882Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385 shares; 2024Q4: 385 shares; 2025Q1: 470 shares; 2025Q2: 353 shares; 2025Q3: 357 shares; 2025Q4: 676 shares; 2026Q1: 708 shares; 2026Q2: 6,474 shares 6,474$774K0.04%+5,766Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,276 shares; 2024Q4: 43,271 shares; 2025Q1: 46,612 shares; 2025Q2: 42,415 shares; 2025Q3: 35,653 shares; 2025Q4: 37,835 shares; 2026Q1: 31,225 shares; 2026Q2: 32,018 shares 32,018$771K0.04%+793Timeline
JGROJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 596 shares; 2024Q4: 3,760 shares; 2025Q1: 4,298 shares; 2025Q2: 6,715 shares; 2025Q3: 6,868 shares; 2025Q4: 7,021 shares; 2026Q1: 6,764 shares; 2026Q2: 7,697 shares 7,697$759K0.03%+933Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,172 shares; 2024Q4: 5,157 shares; 2025Q1: 6,898 shares; 2025Q2: 7,613 shares; 2025Q3: 7,619 shares; 2025Q4: 7,434 shares; 2026Q1: 6,333 shares; 2026Q2: 6,248 shares 6,248$759K0.03%-85Timeline
BITQBITWISE FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,313 shares; 2026Q1: 30,548 shares; 2026Q2: 30,804 shares 30,804$755K0.03%+256Timeline
PJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,384 shares; 2024Q4: 18,384 shares; 2025Q1: 18,636 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares; 2025Q4: 4,460 shares; 2026Q1: 4,460 shares; 2026Q2: 15,446 shares 15,446$754K0.03%+10,986Timeline
JAVAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,670 shares; 2025Q1: 6,090 shares; 2025Q2: 6,713 shares; 2025Q3: 6,970 shares; 2025Q4: 7,093 shares; 2026Q1: 8,241 shares; 2026Q2: 9,345 shares 9,345$742K0.03%+1,104Timeline
NNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,633 shares; 2026Q1: 23,521 shares; 2026Q2: 23,521 shares 23,521$740K0.03%0Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,687 shares; 2024Q4: 18,286 shares; 2025Q1: 18,453 shares; 2025Q2: 5,648 shares; 2025Q3: 5,188 shares; 2025Q4: 4,925 shares; 2026Q1: 4,798 shares; 2026Q2: 4,482 shares 4,482$738K0.03%-316Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,217 shares; 2024Q4: 8,719 shares; 2025Q1: 8,820 shares; 2025Q2: 9,323 shares; 2025Q3: 8,761 shares; 2025Q4: 8,095 shares; 2026Q1: 7,569 shares; 2026Q2: 7,531 shares 7,531$735K0.03%-38Timeline
PNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,882 shares; 2024Q4: 2,469 shares; 2025Q1: 2,219 shares; 2025Q2: 2,819 shares; 2025Q3: 2,069 shares; 2025Q4: 17,674 shares; 2026Q1: 17,674 shares; 2026Q2: 16,243 shares 16,243$720K0.03%-1,431Timeline
ZJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,608 shares; 2024Q4: 20,341 shares; 2025Q1: 20,341 shares; 2025Q2: 20,341 shares; 2025Q3: 23,891 shares; 2025Q4: 23,891 shares; 2026Q1: 23,891 shares; 2026Q2: 23,891 shares 23,891$716K0.03%0Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 357 shares; 2024Q4: 395 shares; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 724 shares; 2025Q4: 774 shares; 2026Q1: 739 shares; 2026Q2: 888 shares 888$706K0.03%+149Timeline
IAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,933 shares; 2024Q4: 20,933 shares; 2025Q1: 21,114 shares; 2025Q2: 21,114 shares; 2025Q3: 21,114 shares; 2025Q4: 21,114 shares; 2026Q1: 21,114 shares; 2026Q2: 21,114 shares 21,114$701K0.03%0Timeline
CGUSCAPITAL GROUP CORE EQUITY ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,533 shares; 2024Q4: 10,828 shares; 2025Q1: 12,895 shares; 2025Q2: 17,216 shares; 2025Q3: 16,623 shares; 2025Q4: 17,940 shares; 2026Q1: 15,621 shares; 2026Q2: 15,639 shares 15,639$696K0.03%+18Timeline
GSSTGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,676 shares; 2024Q4: 38,146 shares; 2025Q1: 39,519 shares; 2025Q2: 44,430 shares; 2025Q3: 43,861 shares; 2025Q4: 53,037 shares; 2026Q1: 52,283 shares; 2026Q2: 13,705 shares 13,705$693K0.03%-38,578Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,282 shares; 2024Q4: 3,143 shares; 2025Q1: 3,253 shares; 2025Q2: 8,970 shares; 2025Q3: 9,045 shares; 2025Q4: 11,097 shares; 2026Q1: 8,364 shares; 2026Q2: 27,713 shares 27,713$693K0.03%+19,349Timeline
AIQGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,467 shares; 2024Q4: 9,400 shares; 2025Q1: 9,436 shares; 2025Q2: 10,035 shares; 2025Q3: 10,530 shares; 2025Q4: 10,647 shares; 2026Q1: 9,328 shares; 2026Q2: 10,462 shares 10,462$686K0.03%+1,134Timeline
KAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,558 shares; 2024Q4: 17,158 shares; 2025Q1: 17,194 shares; 2025Q2: 17,158 shares; 2025Q3: 17,158 shares; 2025Q4: 17,167 shares; 2026Q1: 17,158 shares; 2026Q2: 17,228 shares 17,228$686K0.03%+70Timeline
THYFT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,821 shares; 2024Q4: 10,728 shares; 2025Q1: 12,989 shares; 2025Q2: 14,295 shares; 2025Q3: 14,813 shares; 2025Q4: 15,540 shares; 2026Q1: 14,611 shares; 2026Q2: 13,243 shares 13,243$683K0.03%-1,368Timeline
SCMBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,429 shares; 2024Q4: 32,128 shares; 2025Q1: 32,128 shares; 2025Q2: 32,128 shares; 2025Q3: 28,898 shares; 2025Q4: 27,698 shares; 2026Q1: 26,528 shares; 2026Q2: 26,313 shares 26,313$679K0.03%-215Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,845 shares; 2024Q4: 3,599 shares; 2025Q1: 3,914 shares; 2025Q2: 3,495 shares; 2025Q3: 3,657 shares; 2025Q4: 3,899 shares; 2026Q1: 4,963 shares; 2026Q2: 4,143 shares 4,143$678K0.03%-820Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,224 shares; 2024Q4: 1,202 shares; 2025Q1: 1,558 shares; 2025Q2: 1,622 shares; 2025Q3: 1,818 shares; 2025Q4: 1,863 shares; 2026Q1: 1,610 shares; 2026Q2: 1,853 shares 1,853$678K0.03%+243Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,159 shares; 2024Q4: 9,342 shares; 2025Q1: 10,231 shares; 2025Q2: 10,363 shares; 2025Q3: 10,852 shares; 2025Q4: 11,163 shares; 2026Q1: 9,451 shares; 2026Q2: 9,745 shares 9,745$677K0.03%+294Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,702 shares; 2024Q4: 5,814 shares; 2025Q1: 6,697 shares; 2025Q2: 6,796 shares; 2025Q3: 3,472 shares; 2025Q4: 3,804 shares; 2026Q1: 4,785 shares; 2026Q2: 6,702 shares 6,702$676K0.03%+1,917Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,164 shares; 2024Q4: 3,167 shares; 2025Q1: 3,067 shares; 2025Q2: 2,967 shares; 2025Q3: 2,967 shares; 2025Q4: 2,879 shares; 2026Q1: 2,883 shares; 2026Q2: 2,784 shares 2,784$676K0.03%-99Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,097 shares; 2024Q4: 5,308 shares; 2025Q1: 5,174 shares; 2025Q2: 3,494 shares; 2025Q3: 3,045 shares; 2025Q4: 3,065 shares; 2026Q1: 3,040 shares; 2026Q2: 2,935 shares 2,935$673K0.03%-105Timeline
NFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,195 shares; 2025Q3: 22,195 shares; 2025Q4: 22,195 shares; 2026Q1: 22,195 shares; 2026Q2: 22,195 shares 22,195$673K0.03%0Timeline
JGLOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,901 shares; 2025Q1: 7,173 shares; 2025Q2: 8,166 shares; 2025Q3: 7,870 shares; 2025Q4: 8,038 shares; 2026Q1: 8,408 shares; 2026Q2: 9,382 shares 9,382$668K0.03%+974Timeline
TBUXT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,956 shares; 2024Q4: 11,828 shares; 2025Q1: 16,933 shares; 2025Q2: 17,678 shares; 2025Q3: 16,776 shares; 2025Q4: 13,434 shares; 2026Q1: 13,506 shares; 2026Q2: 13,379 shares 13,379$666K0.03%-127Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,090 shares; 2024Q4: 1,003 shares; 2025Q1: 1,073 shares; 2025Q2: 1,344 shares; 2025Q3: 1,454 shares; 2025Q4: 14,291 shares; 2026Q1: 10,482 shares; 2026Q2: 9,288 shares 9,288$663K0.03%-1,194Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667 shares; 2024Q4: 625 shares; 2025Q1: 629 shares; 2025Q2: 518 shares; 2025Q3: 562 shares; 2025Q4: 542 shares; 2026Q1: 628 shares; 2026Q2: 677 shares 677$651K0.03%+49Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,200 shares; 2024Q4: 5,010 shares; 2025Q1: 5,102 shares; 2025Q2: 5,136 shares; 2025Q3: 5,142 shares; 2025Q4: 5,087 shares; 2026Q1: 3,080 shares; 2026Q2: 4,566 shares 4,566$650K0.03%+1,486Timeline
ARKBARK 21SHARES BITCOIN ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,145 shares; 2024Q4: 11,766 shares; 2025Q1: 12,751 shares; 2025Q2: 27,360 shares; 2025Q3: 19,297 shares; 2025Q4: 24,383 shares; 2026Q1: 28,384 shares; 2026Q2: 33,268 shares 33,268$647K0.03%+4,884Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,095 shares; 2024Q4: 2,533 shares; 2025Q1: 2,570 shares; 2025Q2: 2,385 shares; 2025Q3: 2,240 shares; 2025Q4: 2,248 shares; 2026Q1: 2,106 shares; 2026Q2: 1,587 shares 1,587$646K0.03%-519Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 481 shares; 2024Q4: 342 shares; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: 326 shares; 2025Q4: 316 shares; 2026Q1: 316 shares; 2026Q2: 317 shares 317$628K0.03%+1Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,130 shares; 2024Q4: 11,057 shares; 2025Q1: 12,987 shares; 2025Q2: 16,594 shares; 2025Q3: 14,991 shares; 2025Q4: 15,140 shares; 2026Q1: 12,535 shares; 2026Q2: 13,924 shares 13,924$628K0.03%+1,389Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331 shares; 2024Q4: 930 shares; 2025Q1: 1,353 shares; 2025Q2: 1,275 shares; 2025Q3: 1,548 shares; 2025Q4: 1,360 shares; 2026Q1: 1,347 shares; 2026Q2: 1,841 shares 1,841$628K0.03%+494Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,553 shares; 2024Q4: 1,505 shares; 2025Q1: 1,497 shares; 2025Q2: 1,439 shares; 2025Q3: 1,423 shares; 2025Q4: 1,423 shares; 2026Q1: 1,424 shares; 2026Q2: 1,455 shares 1,455$628K0.03%+31Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,525 shares; 2024Q4: 19,860 shares; 2025Q1: 23,613 shares; 2025Q2: 26,743 shares; 2025Q3: 29,063 shares; 2025Q4: 31,162 shares; 2026Q1: 29,723 shares; 2026Q2: 30,313 shares 30,313$627K0.03%+590Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,831 shares; 2024Q4: 11,491 shares; 2025Q1: 13,998 shares; 2025Q2: 12,757 shares; 2025Q3: 12,199 shares; 2025Q4: 11,972 shares; 2026Q1: 11,968 shares; 2026Q2: 12,356 shares 12,356$624K0.03%+388Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,611 shares; 2024Q4: 18,592 shares; 2025Q1: 18,733 shares; 2025Q2: 3,479 shares; 2025Q3: 3,020 shares; 2025Q4: 3,365 shares; 2026Q1: 3,218 shares; 2026Q2: 3,173 shares 3,173$620K0.03%-45Timeline
BYLDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,585 shares; 2024Q4: 16,739 shares; 2025Q1: 19,661 shares; 2025Q2: 27,229 shares; 2025Q3: 27,263 shares; 2025Q4: 27,307 shares; 2026Q1: 27,330 shares; 2026Q2: 27,365 shares 27,365$620K0.03%+35Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,411 shares; 2024Q4: 2,578 shares; 2025Q1: 2,717 shares; 2025Q2: 1,595 shares; 2025Q3: 1,583 shares; 2025Q4: 1,583 shares; 2026Q1: 1,681 shares; 2026Q2: 1,747 shares 1,747$619K0.03%+66Timeline
LVHILEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,920 shares; 2024Q4: 4,520 shares; 2025Q1: 5,670 shares; 2025Q2: 11,725 shares; 2025Q3: 11,725 shares; 2025Q4: 12,500 shares; 2026Q1: 13,920 shares; 2026Q2: 15,225 shares 15,225$618K0.03%+1,305Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,968 shares; 2024Q4: 2,041 shares; 2025Q1: 4,386 shares; 2025Q2: 4,645 shares; 2025Q3: 4,265 shares; 2025Q4: 3,940 shares; 2026Q1: 4,402 shares; 2026Q2: 4,592 shares 4,592$600K0.03%+190Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,937 shares; 2024Q4: 42,612 shares; 2025Q1: 49,092 shares; 2025Q2: 40,853 shares; 2025Q3: 35,123 shares; 2025Q4: 34,523 shares; 2026Q1: 39,723 shares; 2026Q2: 44,537 shares 44,537$595K0.03%+4,814Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,139 shares; 2024Q4: 22,036 shares; 2025Q1: 22,158 shares; 2025Q2: 5,540 shares; 2025Q3: 5,181 shares; 2025Q4: 9,871 shares; 2026Q1: 10,626 shares; 2026Q2: 11,665 shares 11,665$593K0.03%+1,039Timeline
CNQCANADIAN NAT RES LTD MED TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,277 shares; 2024Q4: 6,540 shares; 2025Q1: 7,065 shares; 2025Q2: 8,553 shares; 2025Q3: 9,598 shares; 2025Q4: 12,834 shares; 2026Q1: 14,007 shares; 2026Q2: 14,793 shares 14,793$584K0.03%+786Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,925 shares; 2024Q4: 2,558 shares; 2025Q1: 3,438 shares; 2025Q2: 2,858 shares; 2025Q3: 2,813 shares; 2025Q4: 2,828 shares; 2026Q1: 5,544 shares; 2026Q2: 6,210 shares 6,210$582K0.03%+666Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,748 shares; 2024Q4: 1,772 shares; 2025Q1: 1,728 shares; 2025Q2: 1,529 shares; 2025Q3: 1,483 shares; 2025Q4: 1,665 shares; 2026Q1: 1,710 shares; 2026Q2: 1,750 shares 1,750$578K0.03%+40Timeline
BJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 535 shares; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 9,775 shares; 2025Q3: 9,775 shares; 2025Q4: 9,775 shares; 2026Q1: 9,775 shares; 2026Q2: 9,775 shares 9,775$575K0.03%0Timeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,735 shares; 2024Q4: 3,728 shares; 2025Q1: 3,732 shares; 2025Q2: 4,139 shares; 2025Q3: 4,139 shares; 2025Q4: 4,144 shares; 2026Q1: 3,737 shares; 2026Q2: 3,736 shares 3,736$573K0.03%-1Timeline
KNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,003 shares; 2026Q1: 18,003 shares; 2026Q2: 18,003 shares 18,003$571K0.03%0Timeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,893 shares; 2024Q4: 7,785 shares; 2025Q1: 7,774 shares; 2025Q2: 7,787 shares; 2025Q3: 11,679 shares; 2025Q4: 11,679 shares; 2026Q1: 11,698 shares; 2026Q2: 13,335 shares 13,335$565K0.03%+1,637Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 1,595 shares; 2025Q4: 2,380 shares; 2026Q1: 2,288 shares; 2026Q2: 2,292 shares 2,292$564K0.03%+4Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,733 shares; 2024Q4: 14,721 shares; 2025Q1: 15,110 shares; 2025Q2: 15,344 shares; 2025Q3: 15,767 shares; 2025Q4: 15,833 shares; 2026Q1: 16,726 shares; 2026Q2: 18,792 shares 18,792$564K0.03%+2,066Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,401 shares; 2024Q4: 3,469 shares; 2025Q1: 3,661 shares; 2025Q2: 4,239 shares; 2025Q3: 4,301 shares; 2025Q4: 3,779 shares; 2026Q1: 4,046 shares; 2026Q2: 3,844 shares 3,844$562K0.03%-202Timeline
ISEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,444 shares; 2024Q4: 2,444 shares; 2025Q1: 2,444 shares; 2025Q2: 2,444 shares; 2025Q3: 16,239 shares; 2025Q4: 16,239 shares; 2026Q1: 16,239 shares; 2026Q2: 16,239 shares 16,239$562K0.03%0Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,643 shares; 2024Q4: 4,571 shares; 2025Q1: 4,572 shares; 2025Q2: 4,573 shares; 2025Q3: 4,574 shares; 2025Q4: 4,267 shares; 2026Q1: 4,268 shares; 2026Q2: 4,268 shares 4,268$557K0.03%0Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,710 shares; 2024Q4: 3,910 shares; 2025Q1: 4,560 shares; 2025Q2: 4,831 shares; 2025Q3: 10,350 shares; 2025Q4: 11,883 shares; 2026Q1: 11,675 shares; 2026Q2: 10,581 shares 10,581$554K0.03%-1,094Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,132 shares; 2024Q4: 1,119 shares; 2025Q1: 1,209 shares; 2025Q2: 1,194 shares; 2025Q3: 1,195 shares; 2025Q4: 1,189 shares; 2026Q1: 1,171 shares; 2026Q2: 1,388 shares 1,388$551K0.03%+217Timeline
FMHIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,218 shares; 2024Q4: 11,699 shares; 2025Q1: 12,703 shares; 2025Q2: 11,977 shares; 2025Q3: 11,514 shares; 2025Q4: 11,349 shares; 2026Q1: 11,323 shares; 2026Q2: 11,285 shares 11,285$547K0.02%-38Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,216 shares; 2024Q4: 2,180 shares; 2025Q1: 2,208 shares; 2025Q2: 2,156 shares; 2025Q3: 2,227 shares; 2025Q4: 2,408 shares; 2026Q1: 2,231 shares; 2026Q2: 2,240 shares 2,240$543K0.02%+9Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,430 shares; 2024Q4: 2,451 shares; 2025Q1: 2,412 shares; 2025Q2: 2,414 shares; 2025Q3: 2,495 shares; 2025Q4: 2,496 shares; 2026Q1: 2,466 shares; 2026Q2: 2,417 shares 2,417$539K0.02%-49Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346 shares; 2024Q4: 340 shares; 2025Q1: 353 shares; 2025Q2: 285 shares; 2025Q3: 278 shares; 2025Q4: 288 shares; 2026Q1: 284 shares; 2026Q2: 274 shares 274$535K0.02%-10Timeline
EAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,972 shares; 2024Q4: 15,972 shares; 2025Q1: 16,160 shares; 2025Q2: 16,160 shares; 2025Q3: 16,160 shares; 2025Q4: 16,160 shares; 2026Q1: 16,160 shares; 2026Q2: 16,232 shares 16,232$534K0.02%+72Timeline
POCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,733 shares; 2024Q4: 16,633 shares; 2025Q1: 15,465 shares; 2025Q2: 17,305 shares; 2025Q3: 16,004 shares; 2025Q4: 17,158 shares; 2026Q1: 12,409 shares; 2026Q2: 11,503 shares 11,503$534K0.02%-906Timeline
FTBDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,210 shares; 2026Q2: 10,822 shares 10,822$533K0.02%+3,612Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 704 shares; 2024Q4: 700 shares; 2025Q1: 715 shares; 2025Q2: 728 shares; 2025Q3: 741 shares; 2025Q4: 735 shares; 2026Q1: 741 shares; 2026Q2: 747 shares 747$533K0.02%+6Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,505 shares; 2024Q4: 3,372 shares; 2025Q1: 6,846 shares; 2025Q2: 8,652 shares; 2025Q3: 10,714 shares; 2025Q4: 9,358 shares; 2026Q1: 7,783 shares; 2026Q2: 5,306 shares 5,306$532K0.02%-2,477Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,802 shares; 2024Q4: 3,802 shares; 2025Q1: 6,797 shares; 2025Q2: 13,460 shares; 2025Q3: 7,381 shares; 2025Q4: 6,850 shares; 2026Q1: 6,839 shares; 2026Q2: 5,284 shares 5,284$532K0.02%-1,555Timeline
BBVABANCO BILBAO VIZCAYA ARGENTAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,944 shares; 2024Q4: 21,044 shares; 2025Q1: 21,044 shares; 2025Q2: 21,044 shares; 2025Q3: 20,966 shares; 2025Q4: 20,966 shares; 2026Q1: 20,966 shares; 2026Q2: 21,188 shares 21,188$531K0.02%+222Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 4 shares; 2025Q1: 524 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares; 2026Q2: 1,030 shares 1,030$531K0.02%0Timeline
RAFEPIMCO EQUITY SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,006 shares; 2024Q4: 3,010 shares; 2025Q1: 3,015 shares; 2025Q2: 2,986 shares; 2025Q3: 2,990 shares; 2025Q4: 2,994 shares; 2026Q1: 3,835 shares; 2026Q2: 11,016 shares 11,016$527K0.02%+7,181Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,683 shares; 2024Q4: 4,623 shares; 2025Q1: 4,658 shares; 2025Q2: 4,607 shares; 2025Q3: 3,278 shares; 2025Q4: 3,344 shares; 2026Q1: 3,107 shares; 2026Q2: 2,832 shares 2,832$523K0.02%-275Timeline
IAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 795 shares; 2024Q4: 962 shares; 2025Q1: 837 shares; 2025Q2: 802 shares; 2025Q3: 602 shares; 2025Q4: 1,142 shares; 2026Q1: 1,899 shares; 2026Q2: 3,717 shares 3,717$522K0.02%+1,818Timeline
FEGERBB FUND TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 234 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 9,054 shares; 2026Q2: 10,670 shares 10,670$522K0.02%+1,616Timeline
INOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,441 shares; 2025Q3: 1,034 shares; 2025Q4: 14,125 shares; 2026Q1: 14,125 shares; 2026Q2: 14,125 shares 14,125$519K0.02%0Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,563 shares; 2024Q4: 3,696 shares; 2025Q1: 3,961 shares; 2025Q2: 3,744 shares; 2025Q3: 3,665 shares; 2025Q4: 3,738 shares; 2026Q1: 3,775 shares; 2026Q2: 3,791 shares 3,791$519K0.02%+16Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,758 shares; 2024Q4: 7,203 shares; 2025Q1: 6,683 shares; 2025Q2: 6,533 shares; 2025Q3: 6,094 shares; 2025Q4: 6,088 shares; 2026Q1: 5,354 shares; 2026Q2: 5,203 shares 5,203$519K0.02%-151Timeline
EVSMMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,410 shares; 2025Q4: 2,830 shares; 2026Q1: 2,680 shares; 2026Q2: 10,305 shares 10,305$518K0.02%+7,625Timeline
ZAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,349 shares; 2024Q4: 84,511 shares; 2025Q1: 84,511 shares; 2025Q2: 84,511 shares; 2025Q3: 27,401 shares; 2025Q4: 26,989 shares; 2026Q1: 18,623 shares; 2026Q2: 18,623 shares 18,623$513K0.02%0Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,832 shares; 2024Q4: 3,976 shares; 2025Q1: 4,213 shares; 2025Q2: 4,599 shares; 2025Q3: 4,180 shares; 2025Q4: 4,602 shares; 2026Q1: 4,856 shares; 2026Q2: 4,640 shares 4,640$512K0.02%-216Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,128 shares; 2024Q4: 1,283 shares; 2025Q1: 1,397 shares; 2025Q2: 1,532 shares; 2025Q3: 1,916 shares; 2025Q4: 2,532 shares; 2026Q1: 3,105 shares; 2026Q2: 3,405 shares 3,405$511K0.02%+300Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,230 shares; 2024Q4: 9,710 shares; 2025Q1: 9,756 shares; 2025Q2: 7,154 shares; 2025Q3: 6,281 shares; 2025Q4: 6,374 shares; 2026Q1: 6,700 shares; 2026Q2: 6,726 shares 6,726$510K0.02%+26Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,402 shares; 2024Q4: 6,426 shares; 2025Q1: 6,233 shares; 2025Q2: 6,373 shares; 2025Q3: 6,322 shares; 2025Q4: 5,713 shares; 2026Q1: 5,307 shares; 2026Q2: 5,293 shares 5,293$509K0.02%-14Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,700 shares; 2024Q4: 3,804 shares; 2025Q1: 3,801 shares; 2025Q2: 3,854 shares; 2025Q3: 3,966 shares; 2025Q4: 4,164 shares; 2026Q1: 4,291 shares; 2026Q2: 4,260 shares 4,260$507K0.02%-31Timeline
SMLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374 shares; 2024Q4: 378 shares; 2025Q1: 380 shares; 2025Q2: 383 shares; 2025Q3: 385 shares; 2025Q4: 388 shares; 2026Q1: 2,395 shares; 2026Q2: 3,207 shares 3,207$505K0.02%+812Timeline
IYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150 shares; 2024Q4: 1,154 shares; 2025Q1: 1,120 shares; 2025Q2: 1,124 shares; 2025Q3: 1,127 shares; 2025Q4: 1,132 shares; 2026Q1: 1,138 shares; 2026Q2: 3,941 shares 3,941$503K0.02%+2,803Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,796 shares; 2024Q4: 10,708 shares; 2025Q1: 10,716 shares; 2025Q2: 10,621 shares; 2025Q3: 10,790 shares; 2025Q4: 10,379 shares; 2026Q1: 10,228 shares; 2026Q2: 10,208 shares 10,208$501K0.02%-20Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 606 shares; 2024Q4: 600 shares; 2025Q1: 620 shares; 2025Q2: 605 shares; 2025Q3: 607 shares; 2025Q4: 601 shares; 2026Q1: 601 shares; 2026Q2: 601 shares 601$499K0.02%0Timeline
DECWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,985 shares; 2024Q4: 13,985 shares; 2025Q1: 13,985 shares; 2025Q2: 13,985 shares; 2025Q3: 13,985 shares; 2025Q4: 13,985 shares; 2026Q1: 13,985 shares; 2026Q2: 13,985 shares 13,985$499K0.02%0Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,036 shares; 2024Q4: 4,175 shares; 2025Q1: 5,671 shares; 2025Q2: 5,396 shares; 2025Q3: 5,436 shares; 2025Q4: 6,079 shares; 2026Q1: 3,984 shares; 2026Q2: 3,174 shares 3,174$498K0.02%-810Timeline
FLDRFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,807 shares; 2026Q2: 9,905 shares 9,905$496K0.02%-902Timeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,277 shares; 2025Q1: 20,355 shares; 2025Q2: 22,249 shares; 2025Q3: 25,139 shares; 2025Q4: 27,168 shares; 2026Q1: 34,582 shares; 2026Q2: 32,698 shares 32,698$491K0.02%-1,884Timeline
NOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,193 shares; 2024Q4: 2,620 shares; 2025Q1: 2,620 shares; 2025Q2: 2,620 shares; 2025Q3: 2,340 shares; 2025Q4: 12,004 shares; 2026Q1: 10,045 shares; 2026Q2: 7,843 shares 7,843$490K0.02%-2,202Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,345 shares; 2024Q4: 2,333 shares; 2025Q1: 2,053 shares; 2025Q2: 2,101 shares; 2025Q3: 2,094 shares; 2025Q4: 2,086 shares; 2026Q1: 2,198 shares; 2026Q2: 2,290 shares 2,290$488K0.02%+92Timeline
SGOLETFS GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,277 shares; 2024Q4: 13,473 shares; 2025Q1: 13,023 shares; 2025Q2: 12,809 shares; 2025Q3: 13,809 shares; 2025Q4: 14,784 shares; 2026Q1: 12,629 shares; 2026Q2: 12,629 shares 12,629$483K0.02%0Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,594 shares; 2024Q4: 3,314 shares; 2025Q1: 3,811 shares; 2025Q2: 3,898 shares; 2025Q3: 4,036 shares; 2025Q4: 4,131 shares; 2026Q1: 4,201 shares; 2026Q2: 4,614 shares 4,614$480K0.02%+413Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,311 shares; 2024Q4: 2,021 shares; 2025Q1: 1,618 shares; 2025Q2: 1,701 shares; 2025Q3: 1,803 shares; 2025Q4: 1,883 shares; 2026Q1: 2,161 shares; 2026Q2: 2,213 shares 2,213$479K0.02%+52Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,709 shares; 2024Q4: 5,696 shares; 2025Q1: 5,413 shares; 2025Q2: 5,323 shares; 2025Q3: 5,311 shares; 2025Q4: 5,559 shares; 2026Q1: 5,694 shares; 2026Q2: 5,640 shares 5,640$478K0.02%-54Timeline
TTETOTALENERGIES SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,139 shares; 2026Q1: 6,139 shares; 2026Q2: 6,139 shares 6,139$477K0.02%0Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,618 shares; 2024Q4: 1,509 shares; 2025Q1: 1,263 shares; 2025Q2: 1,014 shares; 2025Q3: 2,302 shares; 2025Q4: 1,052 shares; 2026Q1: 76 shares; 2026Q2: 1,863 shares 1,863$474K0.02%+1,787Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,418 shares; 2024Q4: 14,120 shares; 2025Q1: 13,993 shares; 2025Q2: 12,283 shares; 2025Q3: 7,347 shares; 2025Q4: 5,916 shares; 2026Q1: 4,412 shares; 2026Q2: 3,847 shares 3,847$474K0.02%-565Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,322 shares; 2024Q4: 1,244 shares; 2025Q1: 1,275 shares; 2025Q2: 1,942 shares; 2025Q3: 2,291 shares; 2025Q4: 2,708 shares; 2026Q1: 2,820 shares; 2026Q2: 3,109 shares 3,109$473K0.02%+289Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,301 shares; 2024Q4: 954 shares; 2025Q1: 3,433 shares; 2025Q2: 3,403 shares; 2025Q3: 3,405 shares; 2025Q4: 3,415 shares; 2026Q1: 3,509 shares; 2026Q2: 3,536 shares 3,536$469K0.02%+27Timeline
KNFKNIFE RIVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,418 shares; 2024Q4: 5,645 shares; 2025Q1: 6,078 shares; 2025Q2: 6,204 shares; 2025Q3: 6,046 shares; 2025Q4: 6,329 shares; 2026Q1: 5,549 shares; 2026Q2: 5,568 shares 5,568$466K0.02%+19Timeline
CRSPCRISPR THERAPEUTICS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,297 shares; 2024Q4: 2,478 shares; 2025Q1: 5,073 shares; 2025Q2: 6,133 shares; 2025Q3: 6,834 shares; 2025Q4: 6,892 shares; 2026Q1: 8,003 shares; 2026Q2: 8,503 shares 8,503$464K0.02%+500Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,035 shares; 2024Q4: 6,878 shares; 2025Q1: 7,102 shares; 2025Q2: 7,603 shares; 2025Q3: 7,824 shares; 2025Q4: 9,429 shares; 2026Q1: 8,504 shares; 2026Q2: 8,504 shares 8,504$461K0.02%0Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,908 shares; 2024Q4: 18,361 shares; 2025Q1: 18,046 shares; 2025Q2: 2,863 shares; 2025Q3: 2,417 shares; 2025Q4: 2,788 shares; 2026Q1: 2,807 shares; 2026Q2: 3,145 shares 3,145$460K0.02%+338Timeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,558 shares; 2024Q4: 2,348 shares; 2025Q1: 1,949 shares; 2025Q2: 1,823 shares; 2025Q3: 3,317 shares; 2025Q4: 2,781 shares; 2026Q1: 2,116 shares; 2026Q2: 1,992 shares 1,992$456K0.02%-124Timeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,934 shares; 2024Q4: 9,624 shares; 2025Q1: 10,570 shares; 2025Q2: 11,592 shares; 2025Q3: 10,274 shares; 2025Q4: 10,273 shares; 2026Q1: 8,911 shares; 2026Q2: 9,317 shares 9,317$455K0.02%+406Timeline
LRGELEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 246 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 1,019 shares; 2026Q1: 2,007 shares; 2026Q2: 5,305 shares 5,305$454K0.02%+3,298Timeline
HELOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 4,723 shares; 2025Q2: 6,932 shares; 2025Q3: 7,058 shares; 2025Q4: 6,720 shares; 2026Q1: 6,720 shares; 2026Q2: 6,720 shares 6,720$454K0.02%0Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,059 shares; 2024Q4: 2,776 shares; 2025Q1: 2,758 shares; 2025Q2: 2,658 shares; 2025Q3: 2,658 shares; 2025Q4: 2,772 shares; 2026Q1: 2,746 shares; 2026Q2: 2,629 shares 2,629$447K0.02%-117Timeline
AIPOTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,050 shares; 2026Q1: 11,100 shares; 2026Q2: 13,370 shares 13,370$447K0.02%+2,270Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,860 shares; 2024Q4: 11,941 shares; 2025Q1: 12,656 shares; 2025Q2: 13,001 shares; 2025Q3: 12,897 shares; 2025Q4: 13,039 shares; 2026Q1: 13,294 shares; 2026Q2: 12,312 shares 12,312$446K0.02%-982Timeline
VFMOVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,892 shares; 2024Q4: 1,902 shares; 2025Q1: 2,017 shares; 2025Q2: 2,010 shares; 2025Q3: 2,357 shares; 2025Q4: 1,600 shares; 2026Q1: 1,664 shares; 2026Q2: 1,789 shares 1,789$446K0.02%+125Timeline
NLRVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,334 shares; 2025Q1: 6,937 shares; 2025Q2: 3,892 shares; 2025Q3: 4,022 shares; 2025Q4: 3,983 shares; 2026Q1: 3,851 shares; 2026Q2: 3,831 shares 3,831$444K0.02%-20Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,363 shares; 2024Q4: 3,127 shares; 2025Q1: 4,209 shares; 2025Q2: 4,200 shares; 2025Q3: 4,220 shares; 2025Q4: 4,123 shares; 2026Q1: 3,987 shares; 2026Q2: 5,751 shares 5,751$444K0.02%+1,764Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 778 shares; 2024Q4: 678 shares; 2025Q1: 680 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 693 shares; 2026Q1: 1,159 shares; 2026Q2: 1,408 shares 1,408$443K0.02%+249Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 719 shares; 2024Q4: 769 shares; 2025Q1: 818 shares; 2025Q2: 820 shares; 2025Q3: 848 shares; 2025Q4: 804 shares; 2026Q1: 808 shares; 2026Q2: 900 shares 900$442K0.02%+92Timeline
VTWGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,384 shares; 2024Q4: 11,941 shares; 2025Q1: 11,806 shares; 2025Q2: 1,930 shares; 2025Q3: 1,636 shares; 2025Q4: 1,587 shares; 2026Q1: 1,546 shares; 2026Q2: 1,535 shares 1,535$442K0.02%-11Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,567 shares; 2024Q4: 4,097 shares; 2025Q1: 3,941 shares; 2025Q2: 3,736 shares; 2025Q3: 3,659 shares; 2025Q4: 3,708 shares; 2026Q1: 3,739 shares; 2026Q2: 3,755 shares 3,755$439K0.02%+16Timeline
SLVRSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,905 shares; 2025Q3: 5,677 shares; 2025Q4: 7,600 shares; 2026Q1: 8,422 shares; 2026Q2: 8,612 shares 8,612$432K0.02%+190Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,580 shares; 2024Q4: 4,381 shares; 2025Q1: 5,651 shares; 2025Q2: 6,267 shares; 2025Q3: 5,400 shares; 2025Q4: 4,146 shares; 2026Q1: 4,922 shares; 2026Q2: 4,972 shares 4,972$432K0.02%+50Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 886 shares; 2024Q4: 886 shares; 2025Q1: 886 shares; 2025Q2: 732 shares; 2025Q3: 732 shares; 2025Q4: 717 shares; 2026Q1: 827 shares; 2026Q2: 827 shares 827$432K0.02%0Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,485 shares; 2024Q4: 2,590 shares; 2025Q1: 2,581 shares; 2025Q2: 2,688 shares; 2025Q3: 2,825 shares; 2025Q4: 3,036 shares; 2026Q1: 3,838 shares; 2026Q2: 4,188 shares 4,188$431K0.02%+350Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,503 shares; 2024Q4: 1,479 shares; 2025Q1: 1,453 shares; 2025Q2: 1,465 shares; 2025Q3: 1,634 shares; 2025Q4: 1,403 shares; 2026Q1: 1,386 shares; 2026Q2: 1,545 shares 1,545$431K0.02%+159Timeline
CGHMCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251 shares; 2024Q4: 10,033 shares; 2025Q1: 10,492 shares; 2025Q2: 8,892 shares; 2025Q3: 9,760 shares; 2025Q4: 10,835 shares; 2026Q1: 11,062 shares; 2026Q2: 16,513 shares 16,513$427K0.02%+5,451Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,678 shares; 2024Q4: 3,678 shares; 2025Q1: 3,663 shares; 2025Q2: 3,648 shares; 2025Q3: 3,413 shares; 2025Q4: 3,709 shares; 2026Q1: 3,703 shares; 2026Q2: 3,788 shares 3,788$425K0.02%+85Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,318 shares; 2024Q4: 2,287 shares; 2025Q1: 2,308 shares; 2025Q2: 2,285 shares; 2025Q3: 2,140 shares; 2025Q4: 2,005 shares; 2026Q1: 1,862 shares; 2026Q2: 1,558 shares 1,558$424K0.02%-304Timeline
DTCRGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,450 shares; 2026Q1: 11,595 shares; 2026Q2: 13,905 shares 13,905$422K0.02%+2,310Timeline
MTRNMATERION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,302 shares; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,375 shares; 2025Q3: 1,433 shares; 2025Q4: 1,398 shares; 2026Q1: 1,398 shares; 2026Q2: 1,398 shares 1,398$416K0.02%0Timeline
INMUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,663 shares; 2026Q1: 1,498 shares; 2026Q2: 17,119 shares 17,119$415K0.02%+15,621Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,505 shares; 2024Q4: 5,044 shares; 2025Q1: 5,428 shares; 2025Q2: 4,770 shares; 2025Q3: 3,820 shares; 2025Q4: 5,301 shares; 2026Q1: 6,418 shares; 2026Q2: 6,051 shares 6,051$414K0.02%-367Timeline
QTPIEXCHANGE PLACE ADVISORS TRUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,150 shares; 2025Q4: 14,220 shares; 2026Q1: 16,040 shares; 2026Q2: 16,221 shares 16,221$414K0.02%+181Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,159 shares; 2024Q4: 5,422 shares; 2025Q1: 6,263 shares; 2025Q2: 6,656 shares; 2025Q3: 8,295 shares; 2025Q4: 8,464 shares; 2026Q1: 8,540 shares; 2026Q2: 8,908 shares 8,908$410K0.02%+368Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,935 shares; 2024Q4: 7,583 shares; 2025Q1: 7,807 shares; 2025Q2: 7,589 shares; 2025Q3: 7,334 shares; 2025Q4: 7,389 shares; 2026Q1: 7,365 shares; 2026Q2: 7,366 shares 7,366$409K0.02%+1Timeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,550 shares; 2024Q4: 6,999 shares; 2025Q1: 7,976 shares; 2025Q2: 9,407 shares; 2025Q3: 10,033 shares; 2025Q4: 9,505 shares; 2026Q1: 8,038 shares; 2026Q2: 7,978 shares 7,978$407K0.02%-60Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,777 shares; 2024Q4: 1,763 shares; 2025Q1: 1,781 shares; 2025Q2: 1,790 shares; 2025Q3: 1,735 shares; 2025Q4: 1,737 shares; 2026Q1: 1,734 shares; 2026Q2: 1,837 shares 1,837$406K0.02%+103Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,497 shares; 2024Q4: 5,947 shares; 2025Q1: 5,935 shares; 2025Q2: 5,112 shares; 2025Q3: 4,997 shares; 2025Q4: 4,537 shares; 2026Q1: 4,553 shares; 2026Q2: 4,207 shares 4,207$406K0.02%-346Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,217 shares; 2024Q4: 4,341 shares; 2025Q1: 4,431 shares; 2025Q2: 4,618 shares; 2025Q3: 4,482 shares; 2025Q4: 4,572 shares; 2026Q1: 4,825 shares; 2026Q2: 4,988 shares 4,988$403K0.02%+163Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,145 shares; 2024Q4: 5,010 shares; 2025Q1: 5,360 shares; 2025Q2: 3,408 shares; 2025Q3: 3,695 shares; 2025Q4: 3,439 shares; 2026Q1: 4,444 shares; 2026Q2: 4,838 shares 4,838$402K0.02%+394Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,862 shares; 2024Q4: 2,724 shares; 2025Q1: 3,055 shares; 2025Q2: 3,021 shares; 2025Q3: 2,756 shares; 2025Q4: 2,947 shares; 2026Q1: 2,909 shares; 2026Q2: 2,938 shares 2,938$402K0.02%+29Timeline
EAORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,001 shares; 2024Q4: 5,510 shares; 2025Q1: 5,908 shares; 2025Q2: 5,558 shares; 2025Q3: 5,778 shares; 2025Q4: 5,818 shares; 2026Q1: 10,681 shares; 2026Q2: 10,553 shares 10,553$400K0.02%-128Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,544 shares; 2024Q4: 4,364 shares; 2025Q1: 4,285 shares; 2025Q2: 4,312 shares; 2025Q3: 4,315 shares; 2025Q4: 4,398 shares; 2026Q1: 4,134 shares; 2026Q2: 3,699 shares 3,699$399K0.02%-435Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,812 shares; 2024Q4: 10,573 shares; 2025Q1: 8,419 shares; 2025Q2: 10,017 shares; 2025Q3: 9,394 shares; 2025Q4: 9,330 shares; 2026Q1: 6,508 shares; 2026Q2: 6,580 shares 6,580$397K0.02%+72Timeline
STXFEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 850 shares; 2025Q4: 5,080 shares; 2026Q1: 7,738 shares; 2026Q2: 8,213 shares 8,213$397K0.02%+475Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,625 shares; 2024Q4: 8,606 shares; 2025Q1: 8,612 shares; 2025Q2: 8,748 shares; 2025Q3: 5,788 shares; 2025Q4: 5,978 shares; 2026Q1: 6,308 shares; 2026Q2: 6,109 shares 6,109$392K0.02%-199Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,653 shares; 2024Q4: 3,220 shares; 2025Q1: 5,075 shares; 2025Q2: 6,234 shares; 2025Q3: 6,618 shares; 2025Q4: 6,542 shares; 2026Q1: 6,150 shares; 2026Q2: 6,219 shares 6,219$391K0.02%+69Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,790 shares; 2025Q1: 1,690 shares; 2025Q2: 1,546 shares; 2025Q3: 1,586 shares; 2025Q4: 1,508 shares; 2026Q1: 1,461 shares; 2026Q2: 918 shares 918$391K0.02%-543Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,301 shares; 2024Q4: 6,094 shares; 2025Q1: 6,623 shares; 2025Q2: 6,500 shares; 2025Q3: 6,562 shares; 2025Q4: 6,258 shares; 2026Q1: 4,699 shares; 2026Q2: 7,138 shares 7,138$390K0.02%+2,439Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226 shares; 2024Q4: 416 shares; 2025Q1: 8,333 shares; 2025Q2: 8,364 shares; 2025Q3: 9,041 shares; 2025Q4: 14,846 shares; 2026Q1: 14,099 shares; 2026Q2: 3,309 shares 3,309$388K0.02%-10,790Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,384 shares; 2024Q4: 3,063 shares; 2025Q1: 3,127 shares; 2025Q2: 3,034 shares; 2025Q3: 4,495 shares; 2025Q4: 4,339 shares; 2026Q1: 3,826 shares; 2026Q2: 3,792 shares 3,792$387K0.02%-34Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,975 shares; 2024Q4: 4,511 shares; 2025Q1: 2,791 shares; 2025Q2: 6,365 shares; 2025Q3: 5,613 shares; 2025Q4: 6,025 shares; 2026Q1: 6,382 shares; 2026Q2: 7,364 shares 7,364$387K0.02%+982Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,356 shares; 2024Q4: 94,436 shares; 2025Q1: 106,742 shares; 2025Q2: 116,317 shares; 2025Q3: 116,507 shares; 2025Q4: 96,963 shares; 2026Q1: 100,104 shares; 2026Q2: 101,984 shares 101,984$384K0.02%+1,880Timeline
PMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,682 shares; 2024Q4: 10,130 shares; 2025Q1: 10,150 shares; 2025Q2: 9,395 shares; 2025Q3: 6,685 shares; 2025Q4: 6,685 shares; 2026Q1: 7,994 shares; 2026Q2: 7,994 shares 7,994$382K0.02%0Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,155 shares; 2024Q4: 2,301 shares; 2025Q1: 2,321 shares; 2025Q2: 2,328 shares; 2025Q3: 2,351 shares; 2025Q4: 2,427 shares; 2026Q1: 2,442 shares; 2026Q2: 2,516 shares 2,516$381K0.02%+74Timeline
FMUBFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,412 shares 7,412$381K0.02%newTimeline
CGSMCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,928 shares; 2024Q4: 4,733 shares; 2025Q1: 4,651 shares; 2025Q2: 4,100 shares; 2025Q3: 4,132 shares; 2025Q4: 4,165 shares; 2026Q1: 10,842 shares; 2026Q2: 14,317 shares 14,317$378K0.02%+3,475Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 723 shares; 2024Q4: 716 shares; 2025Q1: 889 shares; 2025Q2: 891 shares; 2025Q3: 881 shares; 2025Q4: 883 shares; 2026Q1: 884 shares; 2026Q2: 886 shares 886$378K0.02%+2Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,673 shares; 2024Q4: 6,590 shares; 2025Q1: 8,120 shares; 2025Q2: 6,939 shares; 2025Q3: 8,047 shares; 2025Q4: 7,788 shares; 2026Q1: 9,069 shares; 2026Q2: 10,848 shares 10,848$377K0.02%+1,779Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 722 shares; 2024Q4: 687 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 816 shares; 2025Q4: 866 shares; 2026Q1: 860 shares; 2026Q2: 960 shares 960$374K0.02%+100Timeline
PMAYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,420 shares; 2024Q4: 6,344 shares; 2025Q1: 6,344 shares; 2025Q2: 6,344 shares; 2025Q3: 6,344 shares; 2025Q4: 6,344 shares; 2026Q1: 6,344 shares; 2026Q2: 8,898 shares 8,898$367K0.02%+2,554Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,296 shares; 2024Q4: 1,465 shares; 2025Q1: 1,702 shares; 2025Q2: 2,475 shares; 2025Q3: 2,529 shares; 2025Q4: 3,009 shares; 2026Q1: 4,059 shares; 2026Q2: 4,184 shares 4,184$367K0.02%+125Timeline
SILJAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,705 shares; 2025Q3: 9,990 shares; 2025Q4: 14,100 shares; 2026Q1: 13,965 shares; 2026Q2: 14,075 shares 14,075$365K0.02%+110Timeline
RSIRUSH STREET INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,294 shares; 2024Q4: 12,240 shares; 2025Q1: 12,240 shares; 2025Q2: 12,240 shares; 2025Q3: 12,240 shares; 2025Q4: 12,240 shares; 2026Q1: 12,240 shares; 2026Q2: 12,240 shares 12,240$364K0.02%0Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 926 shares; 2024Q4: 818 shares; 2025Q1: 2,105 shares; 2025Q2: 2,110 shares; 2025Q3: 2,116 shares; 2025Q4: 2,123 shares; 2026Q1: 2,128 shares; 2026Q2: 2,327 shares 2,327$364K0.02%+199Timeline
CEFSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,450 shares; 2024Q4: 9,550 shares; 2025Q1: 9,550 shares; 2025Q2: 9,550 shares; 2025Q3: 9,250 shares; 2025Q4: 9,650 shares; 2026Q1: 8,150 shares; 2026Q2: 8,950 shares 8,950$360K0.02%+800Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,532 shares; 2024Q4: 11,990 shares; 2025Q1: 14,238 shares; 2025Q2: 5,622 shares; 2025Q3: 5,198 shares; 2025Q4: 5,108 shares; 2026Q1: 5,937 shares; 2026Q2: 4,609 shares 4,609$359K0.02%-1,328Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,343 shares; 2024Q4: 1,343 shares; 2025Q1: 1,377 shares; 2025Q2: 1,363 shares; 2025Q3: 1,463 shares; 2025Q4: 1,327 shares; 2026Q1: 1,844 shares; 2026Q2: 2,265 shares 2,265$358K0.02%+421Timeline
TRUPTRUPANION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,860 shares; 2024Q4: 13,860 shares; 2025Q1: 13,860 shares; 2025Q2: 13,860 shares; 2025Q3: 14,210 shares; 2025Q4: 14,760 shares; 2026Q1: 12,770 shares; 2026Q2: 14,456 shares 14,456$358K0.02%+1,686Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
ASMLASML HLDG NV STOKcall100$199K0
SFMSPROUTS FMRS MKT INC Stockcall900$76.1K0
UNHUNITEDHEALTH GROUP INC COMcall100$41.6K-100
SNOWSNOWFLAKE INC Stockcall100$25.4Knew
BXBLACKSTONE INC COMcall200$23.5K0
CLXCLOROX CO DEL COMcall100$9.54K0
FIGFIGMA INC COMcall200$3.62K0
TTDTHE TRADE DESK INC STOKcall200$3.62K0

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 121. All 121

SecurityShares beforeValue beforeType
XOMEXXON MOBIL CORP51,654$8.76Mshares
HONHONEYWELL INTL INC7,347$1.66Mshares
IGIBISHARES TR9,559$509Kshares
GOCTFIRST TR EXCHNG TRADED FD VI6,236$241Kshares
DDDUPONT DE NEMOURS INC2,881$132Kshares
EPACENERPAC TOOL GROUP CORP3,150$115Kshares
CCLCARNIVAL CORP3,433$88.8Kshares
SASEABRIDGE GOLD INC2,361$66.9Kshares
HDBHDFC BANK LTD2,121$52.8Kshares
FTSLFIRST TR EXCHANGE-TRADED FD986$44.2Kshares
EKGFIRST TR EXCHANGE-TRADED FD2,654$43.1Kshares
MAGSLISTED FDS TR685$39.7Kshares
SPSCSPS COMM INC673$37.5Kshares
XSORXSOURCE CAPITAL669$31Kshares
VTEIVANGUARD MUN BD FDS295$29.5Kshares
TRSTRIMAS CORP785$28.2Kshares
CLSCELESTICA INC100$28.2Kcall
SNYSANOFI SA571$27.5Kshares
CTRACOTERRA ENERGY INC733$25.8Kshares
PLTMGRANITESHARES PLATINUM TR1,359$25.7Kshares
IYEISHARES TR334$21.6Kshares
VIOVVANGUARD ADMIRAL FDS INC209$21.3Kshares
AMDADVANCED MICRO DEVICES INC100$20.3Kcall
BSMRINVESCO EXCH TRD SLF IDX FD784$18.5Kshares
FMCFMC CORP1,000$17.2Kcall
AMLPALPS ETF TR322$17Kshares
UHAL-BU HAUL HOLDING COMPANY360$16.1Kshares
FLCBFRANKLIN TEMPLETON ETF TR691$14.8Kshares
BSMQINVESCO EXCH TRD SLF IDX FD604$14.3Kshares
BTQBTQ TECHNOLOGIES CORP5,291$14.1Kshares
TECKTECK RESOURCES LTD271$14Kshares
IXGISHARES TR104$11.8Kshares
VNQIVANGUARD INTL EQUITY INDEX F254$11.3Kshares
CWENACLEARWAY ENERGY INC251$9.83Kshares
KBKB FINL GROUP INC96$9.57Kshares
GVIISHARES TR89$9.49Kshares
SYSBISHARES TR106$9.43Kshares
IGEBISHARES TR209$9.42Kshares
GSLGLOBAL SHIP LEASE INC245$9.12Kshares
IAINNOVATIVE SOLUTIONS & SUPPO400$8.21Kshares
MTARCELORMITTAL SA LUXEMBOURG157$8.16Kshares
EZETFRANKLIN ETHEREUM TR484$7.7Kshares
EMBCEMBECTA CORP850$7.51Kshares
ADUSADDUS HOMECARE CORP80$7.49Kshares
CRAICRA INTL INC46$7.45Kshares
FALNISHARES TR277$7.4Kshares
HCIHCI GROUP INC43$6.67Kshares
HAEHAEMONETICS CORP MASS118$6.65Kshares
IUSVISHARES TR64$6.54Kshares
PRAXPRAXIS PRECISION MEDICINES I20$6.44Kshares
CWISPDR INDEX SHS FDS174$6.37Kshares
EENI SPA110$6.23Kshares
PSIXPOWER SOLUTIONS INTL INC100$6.09Kshares
BITFBITFARMS LTD3,100$6.04Kshares
CIGCIA ENERGETICA DE MINAS GERA2,413$5.77Kshares
FSVFIRSTSERVICE CORP NEW39$5.42Kshares
ACLXARCELLX INC42$4.82Kshares
BAKBRASKEM SA1,313$4.81Kshares
FSSFEDERAL SIGNAL CORP44$4.76Kshares
EAGLE NUCLEAR ENERGY CORP C…EAGLE NUCLEAR ENERGY CORP COM600$4.61Kshares
SMCISUPER MICRO COMPUTER INC200$4.55Kcall
TFLOISHARES TR84$4.25Kshares
PLMRPALOMAR HLDGS INC35$4.18Kshares
PFLPIMCO INCOME STRATEGY FD510$4.08Kshares
MSDLMORGAN STANLEY DIRECT LENDIN288$4.02Kshares
OPENOPENDOOR TECHNOLOGIES INC780$3.65Kshares
DARDARLING INGREDIENTS INC50$3.09Kshares
ATFVTHE ALGER ETF TRUST98$3.07Kshares
FLNGFLEX LNG LTD103$3.05Kshares
TRITHOMSON REUTERS CORP33$2.97Kshares
ARKXARK ETF TR100$2.94Kshares
EWTISHARES INC40$2.82Kshares
OPXSOPTEX SYS HLDGS INC200$2.65Kshares
WNCWABASH NATL CORP300$2.59Kshares
BYRNBYRNA TECHNOLOGIES INC250$2.29Kshares
HOLXHOLOGIC INC28$2.12Kshares
SPFFGLOBAL X FDS230$2.04Kshares
QTECFIRST TR EXCHANGE-TRADED FD9$1.94Kshares
ESPOVANECK ETF TRUST21$1.86Kshares
BITWBITWISE 10 CRYPTO INDEX ETF30$1.34Kshares
GDENGOLDEN ENTMT INC50$1.33Kshares
ARECAMERICAN RES CORP500$1.21Kshares
PPLIPEOPLE INC30$1.2Kshares
WAYWAYSTAR HLDG CORP41$989shares
INODINNODATA INC25$966shares
LBRDKLIBERTY BROADBAND CORP19$956shares
PCORPROCORE TECHNOLOGIES INC15$855shares
LKQLKQ CORP29$852shares
CHECHEMED CORP NEW2$755shares
DPZDOMINOS PIZZA INC2$718shares
FRMIFERMI INC100$584shares
CWANCLEARWATER ANALYTICS HLDGS I20$473shares
UFPIUFP INDUSTRIES INC5$461shares
HNGEHINGE HEALTH INC11$424shares
LEN-BLENNAR CORP5$421shares
HAUZDBX ETF TR17$384shares
SMBSSCHWAB STRATEGIC TR15$383shares
LPXLOUISIANA PAC CORP5$364shares
UHSUNIVERSAL HLTH SVCS INC2$358shares
FCNFTI CONSULTING INC2$354shares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001409362-26-000004 base2026-07-23acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001409362-26-000004 Quarter ended 2026-06-302026-07-23acceptance time not in the bulk data set
13F-HR 0001409362-26-000002 Quarter ended 2026-03-312026-04-17acceptance time not in the bulk data set
13F-HR 0001409362-26-000001 Quarter ended 2025-12-312026-01-20acceptance time not in the bulk data set
13F-HR 0001409362-25-000007 Quarter ended 2025-09-302025-10-09acceptance time not in the bulk data set
13F-HR 0001409362-25-000004 Quarter ended 2025-06-302025-07-14acceptance time not in the bulk data set
13F-HR 0001409362-25-000002 Quarter ended 2025-03-312025-04-07acceptance time not in the bulk data set
13F-HR 0001409362-25-000001 Quarter ended 2024-12-312025-01-13acceptance time not in the bulk data set
13F-HR 0001409362-24-000005 Quarter ended 2024-09-302024-10-15acceptance time not in the bulk data set
13F-HR 0001409362-24-000004 Quarter ended 2024-06-302024-07-16acceptance time not in the bulk data set
13F-HR 0001409362-24-000002 Quarter ended 2024-03-312024-04-12acceptance time not in the bulk data set
13F-HR 0001409362-24-000001 Quarter ended 2023-12-312024-01-19acceptance time not in the bulk data set
13F-HR 0001409362-23-000009 Quarter ended 2023-09-302023-10-12acceptance time not in the bulk data set
13F-HR 0001409362-23-000008 Quarter ended 2023-06-302023-07-14acceptance time not in the bulk data set
13F-HR 0001409362-23-000007 Quarter ended 2023-03-312023-04-28acceptance time not in the bulk data set
13F-HR 0001409362-23-000003 Quarter ended 2022-12-312023-01-13acceptance time not in the bulk data set
13F-HR 0001409362-22-000005 Quarter ended 2022-09-302022-10-04acceptance time not in the bulk data set
13F-HR 0001409362-22-000004 Quarter ended 2022-06-302022-07-07acceptance time not in the bulk data set
13F-HR 0001409362-22-000002 Quarter ended 2022-03-312022-04-14acceptance time not in the bulk data set
13F-HR 0001409362-22-000001 Quarter ended 2021-12-312022-01-19acceptance time not in the bulk data set
13F-HR 0001409362-21-000008 Quarter ended 2021-09-302021-10-15acceptance time not in the bulk data set
13F-HR 0001409362-21-000007 Quarter ended 2021-06-302021-07-06acceptance time not in the bulk data set
13F-HR 0001409362-21-000005 Quarter ended 2021-03-312021-04-14acceptance time not in the bulk data set
13F-HR 0001409362-21-000003 Quarter ended 2020-12-312021-02-04acceptance time not in the bulk data set
13F-HR 0001409362-20-000006 Quarter ended 2020-09-302020-11-06acceptance time not in the bulk data set
13F-HR 0001409362-20-000004 Quarter ended 2020-06-302020-08-26acceptance time not in the bulk data set
13F-HR 0001409362-20-000003 Quarter ended 2020-03-312020-05-14acceptance time not in the bulk data set
13F-HR 0001409362-20-000001 Quarter ended 2019-12-312020-02-12acceptance time not in the bulk data set
13F-HR 0001409362-19-000005 Quarter ended 2019-09-302019-10-23acceptance time not in the bulk data set
13F-HR 0001409362-19-000004 Quarter ended 2019-06-302019-07-15acceptance time not in the bulk data set
13F-HR 0001409362-19-000003 Quarter ended 2019-03-312019-05-14acceptance time not in the bulk data set
13F-HR 0001409362-19-000001 Quarter ended 2018-12-312019-02-08acceptance time not in the bulk data set
13F-HR 0001409362-18-000006 Quarter ended 2018-09-302018-11-14acceptance time not in the bulk data set
13F-HR 0001409362-18-000005 Quarter ended 2018-06-302018-07-27acceptance time not in the bulk data set
13F-HR 0001409362-18-000004 Quarter ended 2018-03-312018-05-08acceptance time not in the bulk data set
13F-HR 0001409362-18-000002 Quarter ended 2017-12-312018-02-27acceptance time not in the bulk data set