SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,896 shares; 2024Q4: 26,421 shares; 2025Q1: 13,071 shares; 2025Q2: 13,071 shares; 2025Q3: 13,171 shares; 2025Q4: 15,382 shares; 2026Q1: 11,454 shares; 2026Q2: 33,879 shares 33,879 $1.81M 0.01% +22,425 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,491 shares; 2024Q4: 11,367 shares; 2025Q1: 12,021 shares; 2025Q2: 11,852 shares; 2025Q3: 12,636 shares; 2025Q4: 12,021 shares; 2026Q1: 11,747 shares; 2026Q2: 10,994 shares 10,994 $1.81M 0.01% -753 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly 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: 23,408 shares 23,408 $1.79M 0.01% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,188 shares; 2024Q4: 47,634 shares; 2025Q1: 32,093 shares; 2025Q2: 31,910 shares; 2025Q3: 31,938 shares; 2025Q4: 32,150 shares; 2026Q1: 25,290 shares; 2026Q2: 29,164 shares 29,164 $1.79M 0.01% +3,874 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,927 shares; 2024Q4: 24,862 shares; 2025Q1: 13,234 shares; 2025Q2: 11,963 shares; 2025Q3: 11,606 shares; 2025Q4: 17,216 shares; 2026Q1: 15,168 shares; 2026Q2: 16,649 shares 16,649 $1.77M 0.01% +1,481 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186 shares; 2024Q4: 10,146 shares; 2025Q1: 18,718 shares; 2025Q2: 16,215 shares; 2025Q3: 12,531 shares; 2025Q4: 12,311 shares; 2026Q1: 15,903 shares; 2026Q2: 15,092 shares 15,092 $1.77M 0.01% -811 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,738 shares; 2024Q4: 37,489 shares; 2025Q1: 44,552 shares; 2025Q2: 35,488 shares; 2025Q3: 27,233 shares; 2025Q4: 16,677 shares; 2026Q1: 13,737 shares; 2026Q2: 13,467 shares 13,467 $1.76M 0.01% -270 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,240 shares; 2024Q4: 25,129 shares; 2025Q1: 24,534 shares; 2025Q2: 24,413 shares; 2025Q3: 24,395 shares; 2025Q4: 24,379 shares; 2026Q1: 23,677 shares; 2026Q2: 21,770 shares 21,770 $1.75M 0.01% -1,907 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,947 shares; 2024Q4: 5,994 shares; 2025Q1: 7,323 shares; 2025Q2: 8,642 shares; 2025Q3: 8,846 shares; 2025Q4: 9,418 shares; 2026Q1: 9,185 shares; 2026Q2: 8,182 shares 8,182 $1.74M 0.01% -1,003 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,462 shares; 2024Q4: 55,810 shares; 2025Q1: 50,535 shares; 2025Q2: 51,228 shares; 2025Q3: 50,980 shares; 2025Q4: 50,087 shares; 2026Q1: 44,064 shares; 2026Q2: 48,022 shares 48,022 $1.74M 0.01% +3,958 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,737 shares; 2024Q4: 1,944 shares; 2025Q1: 5,486 shares; 2025Q2: 5,416 shares; 2025Q3: 4,904 shares; 2025Q4: 4,923 shares; 2026Q1: 4,884 shares; 2026Q2: 4,764 shares 4,764 $1.73M 0.01% -120 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,791 shares; 2024Q4: 9,851 shares; 2025Q1: 21,964 shares; 2025Q2: 22,103 shares; 2025Q3: 32,250 shares; 2025Q4: 33,230 shares; 2026Q1: 32,890 shares; 2026Q2: 34,066 shares 34,066 $1.72M 0.01% +1,176 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,562 shares; 2024Q4: 4,057 shares; 2025Q1: 3,885 shares; 2025Q2: 4,223 shares; 2025Q3: 4,200 shares; 2025Q4: 4,401 shares; 2026Q1: 7,950 shares; 2026Q2: 7,614 shares 7,614 $1.7M 0.01% -336 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,251 shares; 2024Q4: 26,063 shares; 2025Q1: 29,263 shares; 2025Q2: 32,161 shares; 2025Q3: 436 shares; 2025Q4: 539 shares; 2026Q1: 553 shares; 2026Q2: 848 shares 848 $1.68M 0.01% +295 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,934 shares; 2024Q4: 29,435 shares; 2025Q1: 22,821 shares; 2025Q2: 15,264 shares; 2025Q3: 15,608 shares; 2025Q4: 14,916 shares; 2026Q1: 12,178 shares; 2026Q2: 24,163 shares 24,163 $1.64M 0.01% +11,985 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,727 shares; 2024Q4: 9,459 shares; 2025Q1: 12,596 shares; 2025Q2: 15,193 shares; 2025Q3: 11,445 shares; 2025Q4: 18,169 shares; 2026Q1: 16,959 shares; 2026Q2: 14,271 shares 14,271 $1.64M 0.01% -2,688 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 491 shares; 2024Q4: 8,275 shares; 2025Q1: 9,384 shares; 2025Q2: 9,859 shares; 2025Q3: 9,687 shares; 2025Q4: 15,656 shares; 2026Q1: 16,851 shares; 2026Q2: 16,977 shares 16,977 $1.64M 0.01% +126 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,532 shares; 2024Q4: 6,643 shares; 2025Q1: 13,062 shares; 2025Q2: 17,748 shares; 2025Q3: 20,793 shares; 2025Q4: 17,807 shares; 2026Q1: 21,756 shares; 2026Q2: 22,716 shares 22,716 $1.63M 0.01% +960 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,298 shares; 2025Q2: 13,257 shares; 2025Q3: 14,453 shares; 2025Q4: 21,472 shares; 2026Q1: 25,748 shares; 2026Q2: 33,052 shares 33,052 $1.62M 0.01% +7,304 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,873 shares; 2024Q4: 6,926 shares; 2025Q1: 6,627 shares; 2025Q2: 7,002 shares; 2025Q3: 10,172 shares; 2025Q4: 32,065 shares; 2026Q1: 32,495 shares; 2026Q2: 32,262 shares 32,262 $1.62M 0.01% -233 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly 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: 10,712 shares 10,712 $1.62M 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,806 shares; 2024Q4: 13,778 shares; 2025Q1: 17,207 shares; 2025Q2: 21,947 shares; 2025Q3: 25,070 shares; 2025Q4: 24,183 shares; 2026Q1: 21,469 shares; 2026Q2: 19,325 shares 19,325 $1.62M 0.01% -2,144 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,007 shares; 2024Q4: 5,217 shares; 2025Q1: 5,575 shares; 2025Q2: 7,041 shares; 2025Q3: 8,354 shares; 2025Q4: 8,014 shares; 2026Q1: 7,662 shares; 2026Q2: 7,264 shares 7,264 $1.6M 0.01% -398 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,886 shares; 2024Q4: 40,231 shares; 2025Q1: 34,438 shares; 2025Q2: 40,970 shares; 2025Q3: 39,433 shares; 2025Q4: 25,904 shares; 2026Q1: 28,569 shares; 2026Q2: 29,611 shares 29,611 $1.57M 0.01% +1,042 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,894 shares; 2024Q4: 55,119 shares; 2025Q1: 56,272 shares; 2025Q2: 60,907 shares; 2025Q3: 61,310 shares; 2025Q4: 61,684 shares; 2026Q1: 67,643 shares; 2026Q2: 66,518 shares 66,518 $1.57M 0.01% -1,125 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 276 shares; 2025Q1: 7,838 shares; 2025Q2: 26,037 shares; 2025Q3: 25,488 shares; 2025Q4: 25,141 shares; 2026Q1: 25,481 shares; 2026Q2: 27,947 shares 27,947 $1.56M 0.01% +2,466 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly 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: 54,407 shares; 2026Q2: 74,793 shares 74,793 $1.55M 0.01% +20,386 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly 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: 27,216 shares; 2026Q1: 26,047 shares; 2026Q2: 25,854 shares 25,854 $1.55M 0.01% -193 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,657,830 shares; 2024Q4: 1,917,437 shares; 2025Q1: 2,272,838 shares; 2025Q2: 778,922 shares; 2025Q3: 783,503 shares; 2025Q4: 4,978 shares; 2026Q1: 16,286 shares; 2026Q2: 17,380 shares 17,380 $1.55M 0.01% +1,094 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,326,492 shares; 2024Q4: 1,693,856 shares; 2025Q1: 1,885,496 shares; 2025Q2: 205,329 shares; 2025Q3: 83,922 shares; 2025Q4: 84,099 shares; 2026Q1: 82,887 shares; 2026Q2: 75,945 shares 75,945 $1.55M 0.01% -6,942 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,059 shares; 2024Q4: 9,004 shares; 2025Q1: 11,016 shares; 2025Q2: 11,213 shares; 2025Q3: 12,328 shares; 2025Q4: 12,646 shares; 2026Q1: 13,027 shares; 2026Q2: 13,515 shares 13,515 $1.54M 0.01% +488 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,464 shares; 2024Q4: 17,132 shares; 2025Q1: 16,230 shares; 2025Q2: 13,676 shares; 2025Q3: 13,760 shares; 2025Q4: 13,949 shares; 2026Q1: 13,742 shares; 2026Q2: 10,764 shares 10,764 $1.53M 0.01% -2,978 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,941 shares; 2024Q4: 74,503 shares; 2025Q1: 77,797 shares; 2025Q2: 78,609 shares; 2025Q3: 77,732 shares; 2025Q4: 82,227 shares; 2026Q1: 82,515 shares; 2026Q2: 77,939 shares 77,939 $1.53M 0.01% -4,576 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly 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: 26,806 shares; 2026Q1: 26,806 shares; 2026Q2: 26,806 shares 26,806 $1.52M 0.01% 0 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,027 shares; 2024Q4: 66,059 shares; 2025Q1: 62,148 shares; 2025Q2: 60,315 shares; 2025Q3: 55,263 shares; 2025Q4: 54,413 shares; 2026Q1: 51,547 shares; 2026Q2: 51,547 shares 51,547 $1.51M 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,537 shares; 2024Q4: 18,911 shares; 2025Q1: 20,020 shares; 2025Q2: 21,978 shares; 2025Q3: 21,737 shares; 2025Q4: 71,949 shares; 2026Q1: 66,484 shares; 2026Q2: 45,065 shares 45,065 $1.5M 0.01% -21,419 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,322 shares; 2025Q2: 4,379 shares; 2025Q3: 5,564 shares; 2025Q4: 4,204 shares; 2026Q1: 5,250 shares; 2026Q2: 6,106 shares 6,106 $1.48M 0.01% +856 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,253 shares; 2024Q4: 2,505 shares; 2025Q1: 2,408 shares; 2025Q2: 2,410 shares; 2025Q3: 2,411 shares; 2025Q4: 2,436 shares; 2026Q1: 2,371 shares; 2026Q2: 2,817 shares 2,817 $1.47M 0.01% +446 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,129 shares; 2024Q4: 13,717 shares; 2025Q1: 13,306 shares; 2025Q2: 18,828 shares; 2025Q3: 14,544 shares; 2025Q4: 15,886 shares; 2026Q1: 13,977 shares; 2026Q2: 13,598 shares 13,598 $1.46M 0.01% -379 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,578 shares; 2024Q4: 6,134 shares; 2025Q1: 7,509 shares; 2025Q2: 7,758 shares; 2025Q3: 11,377 shares; 2025Q4: 13,116 shares; 2026Q1: 12,256 shares; 2026Q2: 13,170 shares 13,170 $1.46M 0.01% +914 Timeline ABUF ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly 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: 53,609 shares 53,609 $1.45M 0.01% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly 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: 8,596 shares; 2025Q4: 10,417 shares; 2026Q1: 12,357 shares; 2026Q2: 16,335 shares 16,335 $1.45M 0.01% +3,978 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly 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: 21,521 shares; 2026Q1: 28,402 shares; 2026Q2: 29,962 shares 29,962 $1.45M 0.01% +1,560 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,815 shares; 2024Q4: 6,950 shares; 2025Q1: 8,181 shares; 2025Q2: 6,919 shares; 2025Q3: 6,932 shares; 2025Q4: 6,881 shares; 2026Q1: 5,400 shares; 2026Q2: 5,346 shares 5,346 $1.45M 0.01% -54 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,309 shares; 2024Q4: 11,151 shares; 2025Q1: 12,718 shares; 2025Q2: 12,485 shares; 2025Q3: 11,168 shares; 2025Q4: 12,793 shares; 2026Q1: 9,558 shares; 2026Q2: 10,547 shares 10,547 $1.44M 0.01% +989 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,177 shares; 2024Q4: 13,597 shares; 2025Q1: 13,651 shares; 2025Q2: 13,834 shares; 2025Q3: 13,254 shares; 2025Q4: 13,313 shares; 2026Q1: 13,264 shares; 2026Q2: 8,047 shares 8,047 $1.44M 0.01% -5,217 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,785 shares; 2025Q1: 3,136 shares; 2025Q2: 5,666 shares; 2025Q3: 6,733 shares; 2025Q4: 5,449 shares; 2026Q1: 5,994 shares; 2026Q2: 13,798 shares 13,798 $1.42M 0.01% +7,804 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,911 shares; 2024Q4: 457,535 shares; 2025Q1: 459,974 shares; 2025Q2: 329,196 shares; 2025Q3: 32,391 shares; 2025Q4: 91,190 shares; 2026Q1: 31,831 shares; 2026Q2: 30,643 shares 30,643 $1.41M 0.01% -1,188 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,238 shares; 2024Q4: 20,033 shares; 2025Q1: 20,632 shares; 2025Q2: 20,561 shares; 2025Q3: 19,269 shares; 2025Q4: 22,850 shares; 2026Q1: 15,389 shares; 2026Q2: 52,961 shares 52,961 $1.41M 0.01% +37,572 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,030 shares; 2024Q4: 30,685 shares; 2025Q1: 28,484 shares; 2025Q2: 31,253 shares; 2025Q3: 14,344 shares; 2025Q4: 30,301 shares; 2026Q1: 27,683 shares; 2026Q2: 28,529 shares 28,529 $1.39M 0.01% +846 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 583 shares; 2024Q4: 2,086 shares; 2025Q1: 2,243 shares; 2025Q2: 3,036 shares; 2025Q3: 2,552 shares; 2025Q4: 2,605 shares; 2026Q1: 2,403 shares; 2026Q2: 2,374 shares 2,374 $1.37M 0.01% -29 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,082 shares; 2024Q4: 1,279 shares; 2025Q1: 1,120 shares; 2025Q2: 1,111 shares; 2025Q3: 1,113 shares; 2025Q4: 1,116 shares; 2026Q1: 1,102 shares; 2026Q2: 11,203 shares 11,203 $1.36M 0.01% +10,101 Timeline JUDB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly 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: 52,639 shares 52,639 $1.36M 0.01% new Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,714 shares; 2025Q3: 14,083 shares; 2025Q4: 16,833 shares; 2026Q1: 21,335 shares; 2026Q2: 24,206 shares 24,206 $1.36M 0.01% +2,871 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 677 shares; 2024Q4: 4,198 shares; 2025Q1: 5,420 shares; 2025Q2: 5,393 shares; 2025Q3: 6,216 shares; 2025Q4: 5,594 shares; 2026Q1: 7,564 shares; 2026Q2: 16,192 shares 16,192 $1.36M 0.01% +8,628 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,391 shares; 2024Q4: 41,391 shares; 2025Q1: 42,479 shares; 2025Q2: 42,784 shares; 2025Q3: 43,082 shares; 2025Q4: 43,361 shares; 2026Q1: 54,083 shares; 2026Q2: 57,158 shares 57,158 $1.35M 0.01% +3,075 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,665 shares; 2024Q4: 8,262 shares; 2025Q1: 8,542 shares; 2025Q2: 11,405 shares; 2025Q3: 11,492 shares; 2025Q4: 11,998 shares; 2026Q1: 9,192 shares; 2026Q2: 9,250 shares 9,250 $1.35M 0.01% +58 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,408 shares; 2024Q4: 8,785 shares; 2025Q1: 8,390 shares; 2025Q2: 8,733 shares; 2025Q3: 8,493 shares; 2025Q4: 8,520 shares; 2026Q1: 8,891 shares; 2026Q2: 9,941 shares 9,941 $1.34M 0.01% +1,050 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,932 shares; 2024Q4: 3,212 shares; 2025Q1: 2,401 shares; 2025Q2: 9,395 shares; 2025Q3: 11,251 shares; 2025Q4: 13,131 shares; 2026Q1: 12,370 shares; 2026Q2: 11,503 shares 11,503 $1.32M 0.01% -867 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,811 shares; 2025Q1: 19,464 shares; 2025Q2: 34,614 shares; 2025Q3: 40,260 shares; 2025Q4: 39,804 shares; 2026Q1: 49,008 shares; 2026Q2: 36,288 shares 36,288 $1.32M 0.01% -12,720 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly 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: 50,578 shares; 2025Q4: 47,131 shares; 2026Q1: 47,401 shares; 2026Q2: 47,086 shares 47,086 $1.31M 0.01% -315 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,462 shares; 2024Q4: 56,919 shares; 2025Q1: 55,955 shares; 2025Q2: 34,317 shares; 2025Q3: 34,035 shares; 2025Q4: 33,992 shares; 2026Q1: 33,892 shares; 2026Q2: 33,002 shares 33,002 $1.3M 0.01% -890 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 901 shares; 2024Q4: 8,777 shares; 2025Q1: 10,261 shares; 2025Q2: 9,577 shares; 2025Q3: 9,008 shares; 2025Q4: 9,097 shares; 2026Q1: 8,607 shares; 2026Q2: 8,446 shares 8,446 $1.3M 0.01% -161 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,673 shares; 2024Q4: 13,724 shares; 2025Q1: 14,651 shares; 2025Q2: 14,766 shares; 2025Q3: 11,857 shares; 2025Q4: 10,235 shares; 2026Q1: 8,686 shares; 2026Q2: 8,536 shares 8,536 $1.29M 0.01% -150 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,397 shares; 2024Q4: 6,562 shares; 2025Q1: 6,583 shares; 2025Q2: 6,464 shares; 2025Q3: 6,465 shares; 2025Q4: 6,442 shares; 2026Q1: 6,443 shares; 2026Q2: 5,822 shares 5,822 $1.29M 0.01% -621 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 569 shares; 2024Q4: 1,446 shares; 2025Q1: 1,441 shares; 2025Q2: 1,348 shares; 2025Q3: 1,332 shares; 2025Q4: 1,587 shares; 2026Q1: 1,571 shares; 2026Q2: 1,808 shares 1,808 $1.27M 0.01% +237 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,768 shares; 2024Q4: 4,880 shares; 2025Q1: 8,021 shares; 2025Q2: 9,449 shares; 2025Q3: 7,636 shares; 2025Q4: 8,429 shares; 2026Q1: 9,285 shares; 2026Q2: 9,492 shares 9,492 $1.26M 0.01% +207 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,072 shares; 2024Q4: 4,073 shares; 2025Q1: 3,979 shares; 2025Q2: 5,731 shares; 2025Q3: 4,370 shares; 2025Q4: 4,318 shares; 2026Q1: 5,824 shares; 2026Q2: 5,263 shares 5,263 $1.25M 0.01% -561 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,542 shares; 2025Q1: 1,704 shares; 2025Q2: 3,805 shares; 2025Q3: 4,712 shares; 2025Q4: 5,423 shares; 2026Q1: 5,419 shares; 2026Q2: 6,034 shares 6,034 $1.24M 0.01% +615 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,288 shares; 2024Q4: 15,207 shares; 2025Q1: 15,595 shares; 2025Q2: 15,649 shares; 2025Q3: 14,532 shares; 2025Q4: 14,858 shares; 2026Q1: 15,010 shares; 2026Q2: 26,092 shares 26,092 $1.24M 0.01% +11,082 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,380 shares; 2024Q4: 5,863 shares; 2025Q1: 6,376 shares; 2025Q2: 5,848 shares; 2025Q3: 137,162 shares; 2025Q4: 6,407 shares; 2026Q1: 6,544 shares; 2026Q2: 6,662 shares 6,662 $1.23M 0.01% +118 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,170 shares; 2024Q4: 25,928 shares; 2025Q1: 23,741 shares; 2025Q2: 23,687 shares; 2025Q3: 22,892 shares; 2025Q4: 28,376 shares; 2026Q1: 22,477 shares; 2026Q2: 25,407 shares 25,407 $1.23M 0.01% +2,930 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,829 shares; 2024Q4: 797 shares; 2025Q1: 732 shares; 2025Q2: 1,009 shares; 2025Q3: 142,509 shares; 2025Q4: 3,848 shares; 2026Q1: 3,818 shares; 2026Q2: 5,048 shares 5,048 $1.22M 0.01% +1,230 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly 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: 8,510 shares; 2025Q4: 13,980 shares; 2026Q1: 34,895 shares; 2026Q2: 67,093 shares 67,093 $1.21M 0.01% +32,198 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,267 shares; 2024Q4: 19,389 shares; 2025Q1: 19,796 shares; 2025Q2: 19,653 shares; 2025Q3: not reported; 2025Q4: 21,512 shares; 2026Q1: 21,420 shares; 2026Q2: 21,051 shares 21,051 $1.21M 0.01% -369 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 862 shares; 2025Q1: 898 shares; 2025Q2: 954 shares; 2025Q3: 969 shares; 2025Q4: 2,713 shares; 2026Q1: 2,720 shares; 2026Q2: 2,743 shares 2,743 $1.2M 0.01% +23 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly 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: 9,551 shares; 2025Q4: 12,469 shares; 2026Q1: 27,170 shares; 2026Q2: 100,805 shares 100,805 $1.2M 0.01% +73,635 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,963 shares; 2024Q4: 30,996 shares; 2025Q1: 26,869 shares; 2025Q2: 26,576 shares; 2025Q3: 26,467 shares; 2025Q4: 27,002 shares; 2026Q1: 24,354 shares; 2026Q2: 24,009 shares 24,009 $1.18M 0.01% -345 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,759 shares; 2024Q4: 71,785 shares; 2025Q1: 46,949 shares; 2025Q2: 49,290 shares; 2025Q3: 16,234 shares; 2025Q4: 17,778 shares; 2026Q1: 14,112 shares; 2026Q2: 9,387 shares 9,387 $1.17M 0.01% -4,725 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,218 shares; 2024Q4: 2,647 shares; 2025Q1: 3,699 shares; 2025Q2: 5,620 shares; 2025Q3: 6,634 shares; 2025Q4: 5,519 shares; 2026Q1: 5,142 shares; 2026Q2: 4,101 shares 4,101 $1.16M 0.01% -1,041 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,163 shares; 2024Q4: 8,751 shares; 2025Q1: 10,095 shares; 2025Q2: 9,490 shares; 2025Q3: 9,407 shares; 2025Q4: 9,577 shares; 2026Q1: 6,582 shares; 2026Q2: 6,650 shares 6,650 $1.16M 0.01% +68 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,589 shares; 2024Q4: 1,718 shares; 2025Q1: 1,629 shares; 2025Q2: 1,636 shares; 2025Q3: 1,693 shares; 2025Q4: 1,672 shares; 2026Q1: 1,642 shares; 2026Q2: 2,913 shares 2,913 $1.15M 0.01% +1,271 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,055 shares; 2025Q1: 5,117 shares; 2025Q2: 8,506 shares; 2025Q3: 8,596 shares; 2025Q4: 10,080 shares; 2026Q1: 11,106 shares; 2026Q2: 11,783 shares 11,783 $1.14M 0.01% +677 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,314 shares; 2024Q4: 1,417 shares; 2025Q1: 7,970 shares; 2025Q2: 18,579 shares; 2025Q3: 18,656 shares; 2025Q4: 18,938 shares; 2026Q1: 19,130 shares; 2026Q2: 21,876 shares 21,876 $1.14M 0.01% +2,746 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,860 shares; 2024Q4: 14,152 shares; 2025Q1: 13,637 shares; 2025Q2: 12,957 shares; 2025Q3: 11,646 shares; 2025Q4: 11,237 shares; 2026Q1: 11,277 shares; 2026Q2: 11,237 shares 11,237 $1.13M 0.01% -40 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,141 shares; 2024Q4: 23,615 shares; 2025Q1: 23,288 shares; 2025Q2: 23,337 shares; 2025Q3: 23,297 shares; 2025Q4: 23,841 shares; 2026Q1: 24,018 shares; 2026Q2: 45,067 shares 45,067 $1.13M 0.01% +21,049 Timeline XNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 28,300 shares; 2026Q1: 28,300 shares; 2026Q2: 28,300 shares 28,300 $1.12M 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,858 shares; 2025Q1: 19,520 shares; 2025Q2: 15,163 shares; 2025Q3: 13,177 shares; 2025Q4: 12,688 shares; 2026Q1: 13,180 shares; 2026Q2: 13,219 shares 13,219 $1.1M 0.01% +39 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,979 shares; 2024Q4: 14,552 shares; 2025Q1: 13,270 shares; 2025Q2: 12,918 shares; 2025Q3: 20,202 shares; 2025Q4: 19,339 shares; 2026Q1: 18,865 shares; 2026Q2: 14,683 shares 14,683 $1.1M 0.01% -4,182 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,173 shares; 2024Q4: 3,557 shares; 2025Q1: 5,448 shares; 2025Q2: 8,168 shares; 2025Q3: 10,414 shares; 2025Q4: 11,318 shares; 2026Q1: 10,202 shares; 2026Q2: 11,308 shares 11,308 $1.1M 0.01% +1,106 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,833 shares; 2025Q2: 1,817 shares; 2025Q3: 2,656 shares; 2025Q4: 2,786 shares; 2026Q1: 6,427 shares; 2026Q2: 5,198 shares 5,198 $1.08M 0.01% -1,229 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly 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: 15,105 shares; 2025Q4: 20,105 shares; 2026Q1: 23,148 shares; 2026Q2: 26,716 shares 26,716 $1.07M 0.01% +3,568 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,320 shares; 2024Q4: 31,938 shares; 2025Q1: 33,233 shares; 2025Q2: 32,957 shares; 2025Q3: 32,114 shares; 2025Q4: 31,228 shares; 2026Q1: 31,342 shares; 2026Q2: 34,339 shares 34,339 $1.07M 0.01% +2,997 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,894 shares; 2025Q1: 10,669 shares; 2025Q2: 12,219 shares; 2025Q3: 17,326 shares; 2025Q4: 18,936 shares; 2026Q1: 18,896 shares; 2026Q2: 19,431 shares 19,431 $1.05M 0.01% +535 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,580 shares; 2024Q4: 51,955 shares; 2025Q1: 50,180 shares; 2025Q2: 48,095 shares; 2025Q3: 47,025 shares; 2025Q4: 45,650 shares; 2026Q1: 40,575 shares; 2026Q2: 40,375 shares 40,375 $1.05M 0.01% -200 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,846 shares; 2024Q4: 22,673 shares; 2025Q1: 21,145 shares; 2025Q2: 21,183 shares; 2025Q3: 16,650 shares; 2025Q4: 16,663 shares; 2026Q1: 16,130 shares; 2026Q2: 21,360 shares 21,360 $1.03M 0.01% +5,230 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,544 shares; 2024Q4: 3,228 shares; 2025Q1: 3,406 shares; 2025Q2: 3,223 shares; 2025Q3: 5,405 shares; 2025Q4: 4,798 shares; 2026Q1: 6,298 shares; 2026Q2: 6,424 shares 6,424 $1.03M 0.01% +126 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 5,197 shares; 2025Q1: 4,679 shares; 2025Q2: 4,818 shares; 2025Q3: 4,782 shares; 2025Q4: 5,000 shares; 2026Q1: 4,088 shares; 2026Q2: 4,312 shares 4,312 $1.03M 0.01% +224 Timeline PGRO PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,516 shares; 2025Q2: 21,516 shares; 2025Q3: 21,516 shares; 2025Q4: 21,520 shares; 2026Q1: 21,520 shares; 2026Q2: 21,520 shares 21,520 $1.03M 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,665 shares; 2024Q4: 7,464 shares; 2025Q1: 7,975 shares; 2025Q2: 8,064 shares; 2025Q3: 15,142 shares; 2025Q4: 16,746 shares; 2026Q1: 16,526 shares; 2026Q2: 18,394 shares 18,394 $1.02M 0.01% +1,868 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly 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: 1,513 shares; 2026Q2: 3,389 shares 3,389 $1.02M 0.01% +1,876 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,026 shares; 2024Q4: 3,346 shares; 2025Q1: 12,205 shares; 2025Q2: 19,893 shares; 2025Q3: 22,435 shares; 2025Q4: 19,349 shares; 2026Q1: 14,710 shares; 2026Q2: 20,108 shares 20,108 $1.02M 0.01% +5,398 Timeline FMUB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly 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: 17,022 shares; 2025Q4: 17,559 shares; 2026Q1: 17,757 shares; 2026Q2: 19,803 shares 19,803 $1.02M 0.01% +2,046 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly 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: 355 shares; 2026Q2: 1,175 shares 1,175 $1.01M 0.01% +820 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly 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: 31,705 shares; 2026Q1: 26,080 shares; 2026Q2: 25,497 shares 25,497 $991K 0.01% -583 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,388 shares; 2024Q4: 8,466 shares; 2025Q1: 9,011 shares; 2025Q2: 9,099 shares; 2025Q3: 9,545 shares; 2025Q4: 9,871 shares; 2026Q1: 4,847 shares; 2026Q2: 8,366 shares 8,366 $984K 0.01% +3,519 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,203 shares; 2025Q3: 5,069 shares; 2025Q4: 5,775 shares; 2026Q1: 6,358 shares; 2026Q2: 5,343 shares 5,343 $978K 0.01% -1,015 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,319 shares; 2024Q4: 12,570 shares; 2025Q1: 19,393 shares; 2025Q2: 20,235 shares; 2025Q3: 21,835 shares; 2025Q4: 24,094 shares; 2026Q1: 14,216 shares; 2026Q2: 14,263 shares 14,263 $974K 0.01% +47 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,591 shares; 2024Q4: 11,033 shares; 2025Q1: 10,356 shares; 2025Q2: 6,931 shares; 2025Q3: 6,430 shares; 2025Q4: 7,432 shares; 2026Q1: 6,983 shares; 2026Q2: 6,078 shares 6,078 $964K 0.01% -905 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,090 shares; 2024Q4: 44,607 shares; 2025Q1: 76,042 shares; 2025Q2: 72,267 shares; 2025Q3: 66,351 shares; 2025Q4: 70,426 shares; 2026Q1: 64,918 shares; 2026Q2: 69,058 shares 69,058 $960K 0.01% +4,140 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,331 shares; 2025Q3: 6,101 shares; 2025Q4: 50,734 shares; 2026Q1: 41,406 shares; 2026Q2: 38,032 shares 38,032 $953K 0.01% -3,374 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,773 shares; 2024Q4: 2,068 shares; 2025Q1: 2,291 shares; 2025Q2: 2,296 shares; 2025Q3: 2,422 shares; 2025Q4: 2,304 shares; 2026Q1: 2,314 shares; 2026Q2: 10,815 shares 10,815 $951K 0.01% +8,501 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly 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: 10,227 shares 10,227 $933K 0.01% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,616 shares; 2024Q4: 7,961 shares; 2025Q1: 5,566 shares; 2025Q2: 5,815 shares; 2025Q3: 5,716 shares; 2025Q4: 6,575 shares; 2026Q1: 6,506 shares; 2026Q2: 6,508 shares 6,508 $923K 0.01% +2 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,638 shares; 2024Q4: 34,003 shares; 2025Q1: 23,450 shares; 2025Q2: 24,930 shares; 2025Q3: 23,263 shares; 2025Q4: 26,382 shares; 2026Q1: 27,234 shares; 2026Q2: 24,977 shares 24,977 $923K 0.01% -2,257 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 963 shares; 2024Q4: 1,681 shares; 2025Q1: 1,606 shares; 2025Q2: 1,658 shares; 2025Q3: 2,013 shares; 2025Q4: 2,648 shares; 2026Q1: 2,308 shares; 2026Q2: 2,521 shares 2,521 $922K 0.01% +213 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 1,294 shares; 2025Q1: 1,326 shares; 2025Q2: 1,401 shares; 2025Q3: 1,410 shares; 2025Q4: 1,472 shares; 2026Q1: 7,996 shares; 2026Q2: 2,714 shares 2,714 $919K 0.01% -5,282 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,324 shares; 2024Q4: 9,634 shares; 2025Q1: 100,792 shares; 2025Q2: 106,078 shares; 2025Q3: 10,368 shares; 2025Q4: 13,782 shares; 2026Q1: 12,278 shares; 2026Q2: 12,435 shares 12,435 $912K 0.01% +157 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly 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: 9,600 shares; 2026Q1: 9,341 shares; 2026Q2: 11,589 shares 11,589 $910K 0.01% +2,248 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,842 shares; 2024Q4: 2,024 shares; 2025Q1: 3,061 shares; 2025Q2: 3,188 shares; 2025Q3: 3,185 shares; 2025Q4: 3,118 shares; 2026Q1: 3,108 shares; 2026Q2: 3,031 shares 3,031 $906K 0.01% -77 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,237 shares; 2024Q4: 12,456 shares; 2025Q1: 12,454 shares; 2025Q2: 12,491 shares; 2025Q3: 12,492 shares; 2025Q4: 12,494 shares; 2026Q1: 12,497 shares; 2026Q2: 12,498 shares 12,498 $904K 0.01% +1 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,851 shares; 2024Q4: 2,218 shares; 2025Q1: 3,079 shares; 2025Q2: 5,032 shares; 2025Q3: 4,946 shares; 2025Q4: 5,087 shares; 2026Q1: 22,777 shares; 2026Q2: 3,932 shares 3,932 $903K 0.01% -18,845 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,658 shares; 2024Q4: 13,769 shares; 2025Q1: 13,777 shares; 2025Q2: 13,422 shares; 2025Q3: 13,217 shares; 2025Q4: 13,232 shares; 2026Q1: 13,049 shares; 2026Q2: 12,989 shares 12,989 $902K 0.01% -60 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: 961 shares; 2025Q4: 1,193 shares; 2026Q1: 2,634 shares; 2026Q2: 3,586 shares 3,586 $896K 0.01% +952 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 876 shares; 2025Q3: 1,208 shares; 2025Q4: 23,343 shares; 2026Q1: 27,742 shares; 2026Q2: 6,108 shares 6,108 $893K 0.01% -21,634 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,548 shares; 2025Q1: 3,885 shares; 2025Q2: 4,013 shares; 2025Q3: 3,772 shares; 2025Q4: 5,350 shares; 2026Q1: 5,289 shares; 2026Q2: 5,753 shares 5,753 $892K 0.01% +464 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,304 shares; 2024Q4: 13,589 shares; 2025Q1: 18,158 shares; 2025Q2: 18,007 shares; 2025Q3: 18,523 shares; 2025Q4: 14,864 shares; 2026Q1: 13,982 shares; 2026Q2: 8,108 shares 8,108 $890K 0.01% -5,874 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly 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: 2,153 shares; 2026Q2: 4,640 shares 4,640 $890K 0.01% +2,487 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147 shares; 2024Q4: 2,443 shares; 2025Q1: 2,443 shares; 2025Q2: 2,414 shares; 2025Q3: 2,416 shares; 2025Q4: 2,418 shares; 2026Q1: 2,418 shares; 2026Q2: 3,118 shares 3,118 $888K 0.01% +700 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,606 shares; 2024Q4: 14,521 shares; 2025Q1: 9,362 shares; 2025Q2: 11,479 shares; 2025Q3: 8,353 shares; 2025Q4: 8,947 shares; 2026Q1: 11,540 shares; 2026Q2: 11,404 shares 11,404 $884K 0.01% -136 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly 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: 5,142 shares 5,142 $879K 0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,622 shares; 2024Q4: 23,902 shares; 2025Q1: 206,405 shares; 2025Q2: 11,127 shares; 2025Q3: 14,866 shares; 2025Q4: 16,894 shares; 2026Q1: 25,357 shares; 2026Q2: 25,816 shares 25,816 $876K 0.01% +459 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,440 shares; 2024Q4: 11,516 shares; 2025Q1: 13,542 shares; 2025Q2: 15,468 shares; 2025Q3: 14,425 shares; 2025Q4: 15,627 shares; 2026Q1: 12,519 shares; 2026Q2: 8,888 shares 8,888 $874K 0.01% -3,631 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,069 shares; 2024Q4: 13,298 shares; 2025Q1: 15,139 shares; 2025Q2: 15,373 shares; 2025Q3: 15,105 shares; 2025Q4: 16,638 shares; 2026Q1: 11,100 shares; 2026Q2: 11,336 shares 11,336 $874K 0.01% +236 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,209 shares; 2024Q4: 6,835 shares; 2025Q1: 5,578 shares; 2025Q2: 5,586 shares; 2025Q3: 6,041 shares; 2025Q4: 8,152 shares; 2026Q1: 7,773 shares; 2026Q2: 9,664 shares 9,664 $871K 0.01% +1,891 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,866 shares; 2024Q4: 6,814 shares; 2025Q1: 6,442 shares; 2025Q2: 7,110 shares; 2025Q3: 6,717 shares; 2025Q4: 6,915 shares; 2026Q1: 5,560 shares; 2026Q2: 5,362 shares 5,362 $868K 0.01% -198 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,920 shares; 2024Q4: 2,635 shares; 2025Q1: 2,422 shares; 2025Q2: 2,824 shares; 2025Q3: 5,544 shares; 2025Q4: 5,546 shares; 2026Q1: 5,693 shares; 2026Q2: 6,588 shares 6,588 $867K 0.01% +895 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,284 shares; 2024Q4: 4,365 shares; 2025Q1: 8,701 shares; 2025Q2: 8,170 shares; 2025Q3: 8,034 shares; 2025Q4: 8,131 shares; 2026Q1: 8,059 shares; 2026Q2: 8,042 shares 8,042 $855K 0.01% -17 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,885 shares; 2024Q4: 11,987 shares; 2025Q1: 12,663 shares; 2025Q2: 13,163 shares; 2025Q3: 13,697 shares; 2025Q4: 14,066 shares; 2026Q1: 8,554 shares; 2026Q2: 10,080 shares 10,080 $853K 0.01% +1,526 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,711 shares; 2025Q1: 54,095 shares; 2025Q2: 39,829 shares; 2025Q3: 39,420 shares; 2025Q4: 38,237 shares; 2026Q1: 34,025 shares; 2026Q2: 33,415 shares 33,415 $850K 0.01% -610 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,245 shares; 2024Q4: 2,166 shares; 2025Q1: 3,296 shares; 2025Q2: 4,765 shares; 2025Q3: 4,728 shares; 2025Q4: 5,120 shares; 2026Q1: 4,279 shares; 2026Q2: 4,725 shares 4,725 $848K 0.01% +446 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly 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: 20,797 shares 20,797 $844K 0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,327 shares; 2024Q4: 29,096 shares; 2025Q1: 30,969 shares; 2025Q2: 31,384 shares; 2025Q3: 25,352 shares; 2025Q4: 25,177 shares; 2026Q1: 23,728 shares; 2026Q2: 24,140 shares 24,140 $840K 0.01% +412 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,944 shares; 2024Q4: 8,878 shares; 2025Q1: 12,532 shares; 2025Q2: 18,072 shares; 2025Q3: 14,143 shares; 2025Q4: 15,827 shares; 2026Q1: 14,509 shares; 2026Q2: 11,878 shares 11,878 $838K 0.01% -2,631 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,808 shares; 2024Q4: 212,493 shares; 2025Q1: 215,052 shares; 2025Q2: 217,910 shares; 2025Q3: 199,067 shares; 2025Q4: 201,751 shares; 2026Q1: 108,687 shares; 2026Q2: 110,719 shares 110,719 $837K 0.01% +2,032 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,638 shares; 2024Q4: 1,748 shares; 2025Q1: 1,811 shares; 2025Q2: 1,958 shares; 2025Q3: 1,900 shares; 2025Q4: 3,487 shares; 2026Q1: 2,644 shares; 2026Q2: 2,594 shares 2,594 $824K 0.01% -50 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 516 shares; 2025Q2: 519 shares; 2025Q3: 522 shares; 2025Q4: 20,168 shares; 2026Q1: 20,185 shares; 2026Q2: 20,160 shares 20,160 $820K 0.01% -25 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,198 shares; 2024Q4: 12,852 shares; 2025Q1: 12,916 shares; 2025Q2: 12,956 shares; 2025Q3: 13,094 shares; 2025Q4: 13,405 shares; 2026Q1: 13,497 shares; 2026Q2: 33,979 shares 33,979 $820K 0.01% +20,482 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,994 shares; 2025Q3: 1,640 shares; 2025Q4: 2,409 shares; 2026Q1: 2,147 shares; 2026Q2: 2,220 shares 2,220 $810K 0.01% +73 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,179 shares; 2024Q4: 2,863 shares; 2025Q1: 7,765 shares; 2025Q2: 7,033 shares; 2025Q3: 11,424 shares; 2025Q4: 10,090 shares; 2026Q1: 9,585 shares; 2026Q2: 10,618 shares 10,618 $806K 0.01% +1,033 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,302 shares; 2024Q4: 235,561 shares; 2025Q1: 236,426 shares; 2025Q2: 259,484 shares; 2025Q3: 253,135 shares; 2025Q4: 208,871 shares; 2026Q1: 35,333 shares; 2026Q2: 32,374 shares 32,374 $795K 0.01% -2,959 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 556 shares; 2024Q4: 685 shares; 2025Q1: 669 shares; 2025Q2: 658 shares; 2025Q3: 781 shares; 2025Q4: 843 shares; 2026Q1: 885 shares; 2026Q2: 951 shares 951 $789K 0.01% +66 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly 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: 29,613 shares; 2026Q2: 29,632 shares 29,632 $788K 0.01% +19 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly 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: 30,319 shares; 2025Q4: 30,977 shares; 2026Q1: 29,683 shares; 2026Q2: 30,243 shares 30,243 $786K 0.01% +560 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 630 shares; 2024Q4: 581 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 593 shares; 2026Q1: 2,872 shares; 2026Q2: 7,900 shares 7,900 $785K 0.01% +5,028 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,653 shares; 2024Q4: 10,108 shares; 2025Q1: 9,045 shares; 2025Q2: 9,025 shares; 2025Q3: 9,021 shares; 2025Q4: 9,032 shares; 2026Q1: 9,038 shares; 2026Q2: 9,050 shares 9,050 $785K 0.01% +12 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 167 shares; 2025Q1: 307 shares; 2025Q2: 440 shares; 2025Q3: 580 shares; 2025Q4: 541 shares; 2026Q1: 587 shares; 2026Q2: 462 shares 462 $784K 0.01% -125 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 187 shares; 2025Q1: 815 shares; 2025Q2: 740 shares; 2025Q3: 985 shares; 2025Q4: 1,045 shares; 2026Q1: 1,557 shares; 2026Q2: 9,452 shares 9,452 $781K 0.01% +7,895 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 289 shares; 2026Q1: 712 shares; 2026Q2: 5,702 shares 5,702 $779K 0.01% +4,990 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly 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: 8,946 shares; 2026Q2: 9,597 shares 9,597 $776K 0.01% +651 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly 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: 2,176 shares; 2025Q4: 8,561 shares; 2026Q1: 7,614 shares; 2026Q2: 13,095 shares 13,095 $771K 0.01% +5,481 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,811 shares; 2024Q4: 9,474 shares; 2025Q1: 9,963 shares; 2025Q2: 9,979 shares; 2025Q3: 10,007 shares; 2025Q4: 10,011 shares; 2026Q1: 10,011 shares; 2026Q2: 11,064 shares 11,064 $757K 0.01% +1,053 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,750 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 46,150 shares; 2025Q3: 41,000 shares; 2025Q4: 41,000 shares; 2026Q1: 16,750 shares; 2026Q2: 40,060 shares 40,060 $755K 0.01% +23,310 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,355 shares; 2025Q1: 1,459 shares; 2025Q2: 1,450 shares; 2025Q3: 1,241 shares; 2025Q4: 1,247 shares; 2026Q1: 2,025 shares; 2026Q2: 2,003 shares 2,003 $751K 0.01% -22 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,791 shares; 2025Q1: 10,557 shares; 2025Q2: 9,343 shares; 2025Q3: 9,224 shares; 2025Q4: 10,689 shares; 2026Q1: 10,527 shares; 2026Q2: 10,501 shares 10,501 $736K 0.01% -26 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 974 shares; 2024Q4: 1,599 shares; 2025Q1: 1,586 shares; 2025Q2: 1,513 shares; 2025Q3: 1,502 shares; 2025Q4: 1,663 shares; 2026Q1: 1,264 shares; 2026Q2: 1,180 shares 1,180 $736K 0.01% -84 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,169 shares; 2024Q4: 17,330 shares; 2025Q1: 15,953 shares; 2025Q2: 16,111 shares; 2025Q3: 15,433 shares; 2025Q4: 15,709 shares; 2026Q1: 14,907 shares; 2026Q2: 15,003 shares 15,003 $736K 0.01% +96 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,939 shares; 2024Q4: 2,215 shares; 2025Q1: 2,353 shares; 2025Q2: 2,502 shares; 2025Q3: 2,504 shares; 2025Q4: 2,408 shares; 2026Q1: 3,515 shares; 2026Q2: 3,027 shares 3,027 $736K 0.01% -488 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,230 shares; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 4,230 shares; 2025Q3: 4,230 shares; 2025Q4: 4,230 shares; 2026Q1: 4,230 shares; 2026Q2: 4,761 shares 4,761 $730K 0.01% +531 Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 91,659 shares; 2025Q1: 106,034 shares; 2025Q2: 97,909 shares; 2025Q3: 105,709 shares; 2025Q4: 113,709 shares; 2026Q1: 75,625 shares; 2026Q2: 70,625 shares 70,625 $726K 0.01% -5,000 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216 shares; 2024Q4: 367 shares; 2025Q1: 369 shares; 2025Q2: 369 shares; 2025Q3: 357 shares; 2025Q4: 358 shares; 2026Q1: 339 shares; 2026Q2: 370 shares 370 $723K 0.01% +31 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,021 shares; 2025Q2: 16,120 shares; 2025Q3: 242,899 shares; 2025Q4: 243,912 shares; 2026Q1: 11,007 shares; 2026Q2: 10,877 shares 10,877 $721K 0.01% -130 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,346 shares; 2025Q3: 15,876 shares; 2025Q4: 17,086 shares; 2026Q1: 21,935 shares; 2026Q2: 22,616 shares 22,616 $721K 0.01% +681 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,776 shares; 2025Q1: 5,460 shares; 2025Q2: 5,738 shares; 2025Q3: 5,785 shares; 2025Q4: 5,547 shares; 2026Q1: 6,590 shares; 2026Q2: 16,519 shares 16,519 $719K 0.01% +9,929 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,747 shares; 2024Q4: 6,345 shares; 2025Q1: 6,852 shares; 2025Q2: 6,861 shares; 2025Q3: 6,867 shares; 2025Q4: 7,256 shares; 2026Q1: 8,105 shares; 2026Q2: 8,258 shares 8,258 $718K 0.01% +153 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,820 shares; 2025Q1: 18,827 shares; 2025Q2: 18,873 shares; 2025Q3: 13,873 shares; 2025Q4: 13,958 shares; 2026Q1: 20,313 shares; 2026Q2: 15,713 shares 15,713 $715K 0.01% -4,600 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,248 shares; 2025Q1: 23,324 shares; 2025Q2: 23,381 shares; 2025Q3: 23,431 shares; 2025Q4: 22,958 shares; 2026Q1: 34,552 shares; 2026Q2: 34,611 shares 34,611 $712K 0.01% +59 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 61,607 shares; 2025Q1: 52,730 shares; 2025Q2: 18,213 shares; 2025Q3: 15,918 shares; 2025Q4: 15,272 shares; 2026Q1: 15,269 shares; 2026Q2: 10,731 shares 10,731 $705K 0.01% -4,538 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly 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: 835 shares 835 $701K 0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly 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: 1,252 shares; 2026Q1: 1,702 shares; 2026Q2: 1,441 shares 1,441 $697K 0.01% -261 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,174 shares; 2025Q1: 5,995 shares; 2025Q2: 6,403 shares; 2025Q3: 6,635 shares; 2025Q4: 6,461 shares; 2026Q1: 13,294 shares; 2026Q2: 13,426 shares 13,426 $690K 0.01% +132 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,512 shares; 2024Q4: 2,166 shares; 2025Q1: 2,123 shares; 2025Q2: 2,285 shares; 2025Q3: 2,323 shares; 2025Q4: 1,664 shares; 2026Q1: 9,683 shares; 2026Q2: 6,244 shares 6,244 $689K 0.01% -3,439 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 914 shares; 2025Q1: 1,334 shares; 2025Q2: 1,675 shares; 2025Q3: 767 shares; 2025Q4: 825 shares; 2026Q1: 705 shares; 2026Q2: 1,517 shares 1,517 $684K <0.01% +812 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,184 shares; 2025Q1: 1,288 shares; 2025Q2: 1,290 shares; 2025Q3: 1,305 shares; 2025Q4: 1,315 shares; 2026Q1: 1,304 shares; 2026Q2: 1,307 shares 1,307 $684K <0.01% +3 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,282 shares; 2025Q1: 10,947 shares; 2025Q2: 10,953 shares; 2025Q3: 10,390 shares; 2025Q4: 10,657 shares; 2026Q1: 10,529 shares; 2026Q2: 10,739 shares 10,739 $676K <0.01% +210 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,949 shares; 2024Q4: 10,001 shares; 2025Q1: 10,386 shares; 2025Q2: 15,182 shares; 2025Q3: 9,367 shares; 2025Q4: 12,117 shares; 2026Q1: 7,667 shares; 2026Q2: 7,463 shares 7,463 $675K <0.01% -204 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,512 shares; 2024Q4: 3,256 shares; 2025Q1: 3,329 shares; 2025Q2: 3,386 shares; 2025Q3: 3,171 shares; 2025Q4: 3,524 shares; 2026Q1: 2,021 shares; 2026Q2: 2,418 shares 2,418 $674K <0.01% +397 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,786 shares; 2025Q3: 3,107 shares; 2025Q4: 3,367 shares; 2026Q1: 4,273 shares; 2026Q2: 3,776 shares 3,776 $670K <0.01% -497 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,757 shares; 2024Q4: 1,769 shares; 2025Q1: 1,824 shares; 2025Q2: 1,677 shares; 2025Q3: 1,653 shares; 2025Q4: 1,781 shares; 2026Q1: 1,800 shares; 2026Q2: 1,738 shares 1,738 $670K <0.01% -62 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,635 shares; 2024Q4: 8,635 shares; 2025Q1: 9,605 shares; 2025Q2: 9,675 shares; 2025Q3: 9,745 shares; 2025Q4: 9,811 shares; 2026Q1: 19,583 shares; 2026Q2: 28,424 shares 28,424 $666K <0.01% +8,841 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,527 shares; 2024Q4: 6,970 shares; 2025Q1: 7,306 shares; 2025Q2: 7,321 shares; 2025Q3: 8,023 shares; 2025Q4: 7,695 shares; 2026Q1: 5,830 shares; 2026Q2: 6,097 shares 6,097 $658K <0.01% +267 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,637 shares; 2024Q4: 16,637 shares; 2025Q1: 16,637 shares; 2025Q2: 16,637 shares; 2025Q3: 16,637 shares; 2025Q4: 16,637 shares; 2026Q1: 16,637 shares; 2026Q2: 16,235 shares 16,235 $656K <0.01% -402 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,163 shares; 2024Q4: 3,848 shares; 2025Q1: 3,156 shares; 2025Q2: 2,997 shares; 2025Q3: 2,765 shares; 2025Q4: 2,648 shares; 2026Q1: 8,339 shares; 2026Q2: 23,097 shares 23,097 $656K <0.01% +14,758 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,681 shares; 2025Q1: 6,208 shares; 2025Q2: 5,463 shares; 2025Q3: 6,340 shares; 2025Q4: 7,665 shares; 2026Q1: 7,695 shares; 2026Q2: 8,603 shares 8,603 $654K <0.01% +908 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,275 shares; 2024Q4: 9,275 shares; 2025Q1: 9,019 shares; 2025Q2: 8,827 shares; 2025Q3: 9,477 shares; 2025Q4: 9,860 shares; 2026Q1: 9,544 shares; 2026Q2: 12,048 shares 12,048 $651K <0.01% +2,504 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,011 shares; 2024Q4: 10,152 shares; 2025Q1: 6,240 shares; 2025Q2: 4,235 shares; 2025Q3: 9,754 shares; 2025Q4: 10,047 shares; 2026Q1: 7,932 shares; 2026Q2: 11,013 shares 11,013 $650K <0.01% +3,081 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,880 shares; 2025Q3: 4,476 shares; 2025Q4: 8,065 shares; 2026Q1: 8,025 shares; 2026Q2: 8,010 shares 8,010 $649K <0.01% -15 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,481 shares; 2025Q1: 13,931 shares; 2025Q2: 9,947 shares; 2025Q3: 10,187 shares; 2025Q4: 10,400 shares; 2026Q1: 9,742 shares; 2026Q2: 8,629 shares 8,629 $649K <0.01% -1,113 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,886 shares; 2024Q4: 7,015 shares; 2025Q1: 6,779 shares; 2025Q2: 8,205 shares; 2025Q3: 7,489 shares; 2025Q4: 7,416 shares; 2026Q1: 7,241 shares; 2026Q2: 12,300 shares 12,300 $645K <0.01% +5,059 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,829 shares; 2024Q4: 4,884 shares; 2025Q1: 4,906 shares; 2025Q2: 4,919 shares; 2025Q3: 4,929 shares; 2025Q4: 4,933 shares; 2026Q1: 4,958 shares; 2026Q2: 5,272 shares 5,272 $640K <0.01% +314 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,128 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,686 shares; 2026Q1: 10,686 shares; 2026Q2: 10,686 shares 10,686 $638K <0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,092 shares; 2024Q4: 3,190 shares; 2025Q1: 3,684 shares; 2025Q2: 3,494 shares; 2025Q3: 3,827 shares; 2025Q4: 4,751 shares; 2026Q1: 3,198 shares; 2026Q2: 3,885 shares 3,885 $633K <0.01% +687 Timeline ADUR ADURO CLEAN TECHNOLOGIES INC More: the full row for ADURO CLEAN TECHNOLOGIES INC Quarterly 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: 40,101 shares 40,101 $632K <0.01% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243 shares; 2024Q4: 413 shares; 2025Q1: 42 shares; 2025Q2: 223 shares; 2025Q3: 234 shares; 2025Q4: 212 shares; 2026Q1: 222 shares; 2026Q2: 985 shares 985 $631K <0.01% +763 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,818 shares; 2024Q4: 91,428 shares; 2025Q1: 43,711 shares; 2025Q2: 41,787 shares; 2025Q3: 41,325 shares; 2025Q4: 41,418 shares; 2026Q1: 22,578 shares; 2026Q2: 24,040 shares 24,040 $631K <0.01% +1,462 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly 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: 4,228 shares; 2026Q1: 4,397 shares; 2026Q2: 3,883 shares 3,883 $629K <0.01% -514 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,919 shares; 2024Q4: 1,981 shares; 2025Q1: 1,998 shares; 2025Q2: 2,438 shares; 2025Q3: 2,034 shares; 2025Q4: 2,183 shares; 2026Q1: 2,199 shares; 2026Q2: 2,241 shares 2,241 $627K <0.01% +42 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 617 shares; 2024Q4: 1,082 shares; 2025Q1: 773 shares; 2025Q2: 758 shares; 2025Q3: 717 shares; 2025Q4: 624 shares; 2026Q1: 624 shares; 2026Q2: 6,511 shares 6,511 $627K <0.01% +5,887 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,596 shares; 2024Q4: 3,596 shares; 2025Q1: 3,596 shares; 2025Q2: 3,596 shares; 2025Q3: 3,596 shares; 2025Q4: 3,596 shares; 2026Q1: 3,346 shares; 2026Q2: 3,346 shares 3,346 $625K <0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274 shares; 2024Q4: 335 shares; 2025Q1: 1,315 shares; 2025Q2: 1,110 shares; 2025Q3: 3,097 shares; 2025Q4: 3,145 shares; 2026Q1: 2,757 shares; 2026Q2: 2,769 shares 2,769 $624K <0.01% +12 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,336 shares; 2024Q4: 7,662 shares; 2025Q1: 6,759 shares; 2025Q2: 6,553 shares; 2025Q3: 6,583 shares; 2025Q4: 6,644 shares; 2026Q1: 5,379 shares; 2026Q2: 5,229 shares 5,229 $611K <0.01% -150 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,760 shares; 2024Q4: 15,101 shares; 2025Q1: 14,701 shares; 2025Q2: 14,458 shares; 2025Q3: 13,471 shares; 2025Q4: 13,512 shares; 2026Q1: 6,707 shares; 2026Q2: 7,538 shares 7,538 $609K <0.01% +831 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,981 shares; 2024Q4: 18,451 shares; 2025Q1: 30,320 shares; 2025Q2: 34,781 shares; 2025Q3: 32,814 shares; 2025Q4: 34,977 shares; 2026Q1: 17,934 shares; 2026Q2: 17,904 shares 17,904 $609K <0.01% -30 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,132 shares; 2024Q4: 14,292 shares; 2025Q1: 15,878 shares; 2025Q2: 15,325 shares; 2025Q3: 15,479 shares; 2025Q4: 15,368 shares; 2026Q1: 5,651 shares; 2026Q2: 10,836 shares 10,836 $609K <0.01% +5,185 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,899 shares; 2025Q1: 3,908 shares; 2025Q2: 4,938 shares; 2025Q3: 4,283 shares; 2025Q4: 4,405 shares; 2026Q1: 2,517 shares; 2026Q2: 2,389 shares 2,389 $608K <0.01% -128 Timeline CPHC CANTERBURY PK HLDG CORP More: the full row for CANTERBURY PK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,586 shares; 2024Q4: 42,739 shares; 2025Q1: 42,849 shares; 2025Q2: 42,982 shares; 2025Q3: 41,682 shares; 2025Q4: 41,682 shares; 2026Q1: 41,644 shares; 2026Q2: 38,319 shares 38,319 $604K <0.01% -3,325 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,774 shares; 2024Q4: 7,041 shares; 2025Q1: 7,520 shares; 2025Q2: 10,060 shares; 2025Q3: 11,952 shares; 2025Q4: 10,790 shares; 2026Q1: 11,710 shares; 2026Q2: 12,575 shares 12,575 $603K <0.01% +865 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,796 shares; 2024Q4: 5,736 shares; 2025Q1: 5,039 shares; 2025Q2: 8,346 shares; 2025Q3: 5,882 shares; 2025Q4: 10,120 shares; 2026Q1: 13,325 shares; 2026Q2: 13,257 shares 13,257 $601K <0.01% -68 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,433 shares; 2024Q4: 8,179 shares; 2025Q1: 8,291 shares; 2025Q2: 4,956 shares; 2025Q3: 5,241 shares; 2025Q4: 6,090 shares; 2026Q1: 6,804 shares; 2026Q2: 6,905 shares 6,905 $600K <0.01% +101 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly 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: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $595K <0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384 shares; 2024Q4: 464 shares; 2025Q1: 628 shares; 2025Q2: 658 shares; 2025Q3: 841 shares; 2025Q4: 706 shares; 2026Q1: 2,920 shares; 2026Q2: 3,766 shares 3,766 $591K <0.01% +846 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,943 shares; 2024Q4: 5,663 shares; 2025Q1: 7,469 shares; 2025Q2: 6,951 shares; 2025Q3: 7,204 shares; 2025Q4: 8,562 shares; 2026Q1: 9,065 shares; 2026Q2: 9,679 shares 9,679 $588K <0.01% +614 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,450 shares; 2024Q4: 28,650 shares; 2025Q1: 28,650 shares; 2025Q2: 28,650 shares; 2025Q3: 28,650 shares; 2025Q4: 28,650 shares; 2026Q1: 10,000 shares; 2026Q2: 22,849 shares 22,849 $588K <0.01% +12,849 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,691 shares; 2024Q4: 2,739 shares; 2025Q1: 3,799 shares; 2025Q2: 3,302 shares; 2025Q3: 3,421 shares; 2025Q4: 3,464 shares; 2026Q1: 2,073 shares; 2026Q2: 2,089 shares 2,089 $587K <0.01% +16 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly 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: 2,838 shares; 2026Q2: 2,838 shares 2,838 $585K <0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,015 shares; 2024Q4: 3,275 shares; 2025Q1: 3,115 shares; 2025Q2: 3,144 shares; 2025Q3: 3,127 shares; 2025Q4: 3,210 shares; 2026Q1: 3,399 shares; 2026Q2: 3,394 shares 3,394 $585K <0.01% -5 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,039 shares; 2025Q2: 1,180 shares; 2025Q3: 837 shares; 2025Q4: 979 shares; 2026Q1: 1,180 shares; 2026Q2: 1,271 shares 1,271 $584K <0.01% +91 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,864 shares; 2024Q4: 8,291 shares; 2025Q1: 8,578 shares; 2025Q2: 8,563 shares; 2025Q3: 8,489 shares; 2025Q4: 8,761 shares; 2026Q1: 6,938 shares; 2026Q2: 7,087 shares 7,087 $575K <0.01% +149 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,801 shares; 2025Q1: 9,318 shares; 2025Q2: 9,331 shares; 2025Q3: 9,491 shares; 2025Q4: 9,417 shares; 2026Q1: 8,540 shares; 2026Q2: 8,964 shares 8,964 $575K <0.01% +424 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,685 shares; 2024Q4: 10,681 shares; 2025Q1: 11,531 shares; 2025Q2: 14,327 shares; 2025Q3: 15,060 shares; 2025Q4: 12,745 shares; 2026Q1: 12,662 shares; 2026Q2: 13,480 shares 13,480 $572K <0.01% +818 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 354 shares; 2025Q1: 1,566 shares; 2025Q2: 1,494 shares; 2025Q3: 1,241 shares; 2025Q4: 4,746 shares; 2026Q1: 4,846 shares; 2026Q2: 5,926 shares 5,926 $571K <0.01% +1,080 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,885 shares; 2025Q2: 4,562 shares; 2025Q3: 4,644 shares; 2025Q4: 4,716 shares; 2026Q1: 5,409 shares; 2026Q2: 5,596 shares 5,596 $570K <0.01% +187 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly 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: 5,147 shares 5,147 $568K <0.01% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,699 shares; 2025Q2: 2,104 shares; 2025Q3: 2,147 shares; 2025Q4: 2,182 shares; 2026Q1: 2,197 shares; 2026Q2: 2,469 shares 2,469 $567K <0.01% +272 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,815 shares; 2024Q4: 2,857 shares; 2025Q1: 2,996 shares; 2025Q2: 3,274 shares; 2025Q3: 3,320 shares; 2025Q4: 3,409 shares; 2026Q1: 3,489 shares; 2026Q2: 3,606 shares 3,606 $566K <0.01% +117 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,771 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,698 shares 3,698 $562K <0.01% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273 shares; 2024Q4: 461 shares; 2025Q1: 810 shares; 2025Q2: 1,060 shares; 2025Q3: 1,183 shares; 2025Q4: 1,321 shares; 2026Q1: 875 shares; 2026Q2: 413 shares 413 $562K <0.01% -462 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,442 shares; 2024Q4: 8,735 shares; 2025Q1: 7,754 shares; 2025Q2: 7,615 shares; 2025Q3: 7,622 shares; 2025Q4: 7,464 shares; 2026Q1: 8,268 shares; 2026Q2: 8,267 shares 8,267 $559K <0.01% -1 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,881 shares; 2024Q4: 10,818 shares; 2025Q1: 11,805 shares; 2025Q2: 20,350 shares; 2025Q3: 14,278 shares; 2025Q4: 6,845 shares; 2026Q1: 6,851 shares; 2026Q2: 13,866 shares 13,866 $559K <0.01% +7,015 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,888 shares; 2024Q4: 15,374 shares; 2025Q1: 12,997 shares; 2025Q2: 12,985 shares; 2025Q3: 12,985 shares; 2025Q4: 12,992 shares; 2026Q1: 12,993 shares; 2026Q2: 12,123 shares 12,123 $558K <0.01% -870 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 967 shares; 2024Q4: 1,001 shares; 2025Q1: 906 shares; 2025Q2: 1,014 shares; 2025Q3: 1,015 shares; 2025Q4: 910 shares; 2026Q1: 910 shares; 2026Q2: 4,691 shares 4,691 $551K <0.01% +3,781 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly 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: 4,271 shares; 2025Q4: 6,087 shares; 2026Q1: not reported; 2026Q2: 11,927 shares 11,927 $551K <0.01% new Timeline AUBN AUBURN NATL BANCORP More: the full row for AUBURN NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,390 shares; 2024Q4: 27,490 shares; 2025Q1: 27,490 shares; 2025Q2: 27,490 shares; 2025Q3: 27,290 shares; 2025Q4: 27,290 shares; 2026Q1: 27,290 shares; 2026Q2: 20,330 shares 20,330 $550K <0.01% -6,960 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly 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: 5,794 shares; 2025Q4: 6,333 shares; 2026Q1: 6,117 shares; 2026Q2: 6,384 shares 6,384 $550K <0.01% +267 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,639 shares; 2024Q4: 33,496 shares; 2025Q1: 29,970 shares; 2025Q2: 31,036 shares; 2025Q3: 28,710 shares; 2025Q4: 31,168 shares; 2026Q1: 32,354 shares; 2026Q2: 30,008 shares 30,008 $538K <0.01% -2,346 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,639 shares; 2024Q4: 8,300 shares; 2025Q1: 5,166 shares; 2025Q2: 5,166 shares; 2025Q3: 5,380 shares; 2025Q4: 8,787 shares; 2026Q1: 8,300 shares; 2026Q2: 8,300 shares 8,300 $535K <0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,094 shares; 2025Q1: 3,305 shares; 2025Q2: 3,432 shares; 2025Q3: 3,652 shares; 2025Q4: 3,634 shares; 2026Q1: 3,618 shares; 2026Q2: 3,651 shares 3,651 $534K <0.01% +33 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,468 shares; 2025Q1: 7,814 shares; 2025Q2: 7,477 shares; 2025Q3: 6,470 shares; 2025Q4: 6,101 shares; 2026Q1: 5,855 shares; 2026Q2: 5,827 shares 5,827 $531K <0.01% -28 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: 922 shares; 2025Q1: 988 shares; 2025Q2: 1,021 shares; 2025Q3: 1,169 shares; 2025Q4: 1,272 shares; 2026Q1: 1,274 shares; 2026Q2: 1,774 shares 1,774 $530K <0.01% +500 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly 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: 2,330 shares; 2026Q1: 1,697 shares; 2026Q2: 3,006 shares 3,006 $529K <0.01% +1,309 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,422 shares; 2024Q4: 18,097 shares; 2025Q1: 19,842 shares; 2025Q2: 20,437 shares; 2025Q3: 20,712 shares; 2025Q4: 19,845 shares; 2026Q1: 18,960 shares; 2026Q2: 19,060 shares 19,060 $526K <0.01% +100 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,722 shares; 2024Q4: 8,722 shares; 2025Q1: 9,713 shares; 2025Q2: 9,785 shares; 2025Q3: 9,856 shares; 2025Q4: 9,920 shares; 2026Q1: 19,860 shares; 2026Q2: 22,753 shares 22,753 $524K <0.01% +2,893 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,721 shares; 2024Q4: 1,653 shares; 2025Q1: 2,397 shares; 2025Q2: 2,229 shares; 2025Q3: 2,269 shares; 2025Q4: 2,241 shares; 2026Q1: 2,242 shares; 2026Q2: 2,247 shares 2,247 $524K <0.01% +5 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly 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: 920 shares; 2025Q4: 962 shares; 2026Q1: 1,045 shares; 2026Q2: 1,580 shares 1,580 $521K <0.01% +535 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,952 shares; 2026Q2: 17,945 shares 17,945 $521K <0.01% +11,993 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,457 shares; 2024Q4: 10,544 shares; 2025Q1: 10,946 shares; 2025Q2: 11,422 shares; 2025Q3: 10,620 shares; 2025Q4: 11,451 shares; 2026Q1: 7,024 shares; 2026Q2: 6,976 shares 6,976 $520K <0.01% -48 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,650 shares; 2024Q4: 7,697 shares; 2025Q1: 7,728 shares; 2025Q2: 7,678 shares; 2025Q3: 7,688 shares; 2025Q4: 7,701 shares; 2026Q1: 7,737 shares; 2026Q2: 7,742 shares 7,742 $519K <0.01% +5 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,235 shares; 2024Q4: 12,285 shares; 2025Q1: 12,385 shares; 2025Q2: 12,360 shares; 2025Q3: 12,360 shares; 2025Q4: 12,369 shares; 2026Q1: 12,419 shares; 2026Q2: 12,559 shares 12,559 $516K <0.01% +140 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,187 shares; 2024Q4: 6,374 shares; 2025Q1: 6,217 shares; 2025Q2: 6,251 shares; 2025Q3: 5,909 shares; 2025Q4: 5,979 shares; 2026Q1: 6,051 shares; 2026Q2: 6,077 shares 6,077 $514K <0.01% +26 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,702 shares; 2024Q4: 99,395 shares; 2025Q1: 78,934 shares; 2025Q2: 15,835 shares; 2025Q3: 13,571 shares; 2025Q4: 13,595 shares; 2026Q1: 13,209 shares; 2026Q2: 11,657 shares 11,657 $513K <0.01% -1,552 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,310 shares; 2024Q4: 9,517 shares; 2025Q1: 10,540 shares; 2025Q2: 9,125 shares; 2025Q3: 5,201 shares; 2025Q4: 5,699 shares; 2026Q1: 5,605 shares; 2026Q2: 5,412 shares 5,412 $509K <0.01% -193 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 795 shares; 2024Q4: 850 shares; 2025Q1: 2,344 shares; 2025Q2: 1,468 shares; 2025Q3: 4,195 shares; 2025Q4: 3,822 shares; 2026Q1: 3,951 shares; 2026Q2: 3,860 shares 3,860 $508K <0.01% -91 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,327 shares; 2024Q4: 13,277 shares; 2025Q1: 14,034 shares; 2025Q2: 14,303 shares; 2025Q3: not reported; 2025Q4: 14,258 shares; 2026Q1: 13,940 shares; 2026Q2: 14,336 shares 14,336 $504K <0.01% +396 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,131 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,183 shares; 2026Q1: 6,339 shares; 2026Q2: 12,522 shares 12,522 $503K <0.01% +6,183 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,722 shares; 2024Q4: 5,964 shares; 2025Q1: 5,274 shares; 2025Q2: 15,360 shares; 2025Q3: 19,657 shares; 2025Q4: 28,361 shares; 2026Q1: 9,965 shares; 2026Q2: 7,824 shares 7,824 $502K <0.01% -2,141 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,040 shares; 2024Q4: 9,040 shares; 2025Q1: 9,040 shares; 2025Q2: 9,040 shares; 2025Q3: 9,040 shares; 2025Q4: 9,040 shares; 2026Q1: 9,040 shares; 2026Q2: 9,040 shares 9,040 $501K <0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,271 shares; 2025Q1: not reported; 2025Q2: 3,552 shares; 2025Q3: 3,767 shares; 2025Q4: 4,543 shares; 2026Q1: 3,881 shares; 2026Q2: 3,685 shares 3,685 $501K <0.01% -196 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,519 shares; 2024Q4: 8,654 shares; 2025Q1: 8,652 shares; 2025Q2: 10,180 shares; 2025Q3: 10,844 shares; 2025Q4: 8,996 shares; 2026Q1: 8,504 shares; 2026Q2: 8,057 shares 8,057 $499K <0.01% -447 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,921 shares; 2024Q4: 3,199 shares; 2025Q1: 3,312 shares; 2025Q2: 3,543 shares; 2025Q3: 3,378 shares; 2025Q4: 3,959 shares; 2026Q1: 2,400 shares; 2026Q2: 2,332 shares 2,332 $496K <0.01% -68 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,939 shares; 2025Q1: 3,050 shares; 2025Q2: 2,713 shares; 2025Q3: 2,648 shares; 2025Q4: 2,620 shares; 2026Q1: 2,253 shares; 2026Q2: 2,289 shares 2,289 $496K <0.01% +36 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,061 shares; 2024Q4: 1,347 shares; 2025Q1: 1,988 shares; 2025Q2: 1,634 shares; 2025Q3: 1,644 shares; 2025Q4: 1,664 shares; 2026Q1: 985 shares; 2026Q2: 1,094 shares 1,094 $495K <0.01% +109 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,592 shares; 2024Q4: 50,618 shares; 2025Q1: 45,144 shares; 2025Q2: 44,071 shares; 2025Q3: 43,274 shares; 2025Q4: 41,099 shares; 2026Q1: 38,161 shares; 2026Q2: 38,173 shares 38,173 $494K <0.01% +12 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,995 shares; 2025Q2: 12,929 shares; 2025Q3: 16,051 shares; 2025Q4: 16,657 shares; 2026Q1: 19,774 shares; 2026Q2: 11,747 shares 11,747 $490K <0.01% -8,027 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,644 shares; 2024Q4: 19,136 shares; 2025Q1: 20,999 shares; 2025Q2: 21,573 shares; 2025Q3: 20,550 shares; 2025Q4: 21,834 shares; 2026Q1: 19,525 shares; 2026Q2: 19,532 shares 19,532 $489K <0.01% +7 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,998 shares; 2024Q4: 5,351 shares; 2025Q1: 4,498 shares; 2025Q2: 4,615 shares; 2025Q3: 4,615 shares; 2025Q4: 4,619 shares; 2026Q1: 4,879 shares; 2026Q2: 5,348 shares 5,348 $481K <0.01% +469 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,969 shares; 2024Q4: 41,111 shares; 2025Q1: 40,835 shares; 2025Q2: 38,705 shares; 2025Q3: 38,739 shares; 2025Q4: 38,954 shares; 2026Q1: 39,994 shares; 2026Q2: 25,100 shares 25,100 $479K <0.01% -14,894 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,219 shares; 2025Q1: 2,254 shares; 2025Q2: 2,652 shares; 2025Q3: 2,883 shares; 2025Q4: 3,289 shares; 2026Q1: 2,433 shares; 2026Q2: 2,822 shares 2,822 $479K <0.01% +389 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,317 shares; 2024Q4: 14,366 shares; 2025Q1: 16,506 shares; 2025Q2: 12,781 shares; 2025Q3: 13,530 shares; 2025Q4: 14,005 shares; 2026Q1: 8,518 shares; 2026Q2: 10,237 shares 10,237 $477K <0.01% +1,719 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly 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: 3,476 shares; 2026Q1: 4,842 shares; 2026Q2: 4,682 shares 4,682 $476K <0.01% -160 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,460 shares; 2025Q1: 4,252 shares; 2025Q2: 3,470 shares; 2025Q3: 4,546 shares; 2025Q4: 5,371 shares; 2026Q1: 6,136 shares; 2026Q2: 9,087 shares 9,087 $476K <0.01% +2,951 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,650 shares; 2025Q1: 4,982 shares; 2025Q2: 5,039 shares; 2025Q3: 5,200 shares; 2025Q4: 5,785 shares; 2026Q1: 5,977 shares; 2026Q2: 6,254 shares 6,254 $472K <0.01% +277 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,146 shares; 2024Q4: 18,204 shares; 2025Q1: 21,250 shares; 2025Q2: 21,160 shares; 2025Q3: 22,160 shares; 2025Q4: not reported; 2026Q1: 629 shares; 2026Q2: 1,612 shares 1,612 $471K <0.01% +983 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,380 shares; 2025Q1: 15,529 shares; 2025Q2: 24,111 shares; 2025Q3: 28,100 shares; 2025Q4: 29,950 shares; 2026Q1: 45,928 shares; 2026Q2: 17,744 shares 17,744 $471K <0.01% -28,184 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,900 shares; 2024Q4: 9,900 shares; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares; 2025Q3: 9,900 shares; 2025Q4: 9,900 shares; 2026Q1: 9,900 shares; 2026Q2: 9,900 shares 9,900 $470K <0.01% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 621 shares; 2025Q3: 6,374 shares; 2025Q4: 14,764 shares; 2026Q1: 14,336 shares; 2026Q2: 19,347 shares 19,347 $469K <0.01% +5,011 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,022 shares; 2024Q4: 11,089 shares; 2025Q1: 11,089 shares; 2025Q2: 11,092 shares; 2025Q3: 11,092 shares; 2025Q4: 11,094 shares; 2026Q1: 11,144 shares; 2026Q2: 11,392 shares 11,392 $467K <0.01% +248 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly 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: 3,690 shares 3,690 $465K <0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,988 shares; 2025Q1: 2,068 shares; 2025Q2: 2,488 shares; 2025Q3: 2,344 shares; 2025Q4: 2,881 shares; 2026Q1: 2,882 shares; 2026Q2: 2,920 shares 2,920 $463K <0.01% +38 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,932 shares; 2024Q4: 3,720 shares; 2025Q1: 3,622 shares; 2025Q2: 3,622 shares; 2025Q3: 6,801 shares; 2025Q4: 6,873 shares; 2026Q1: 8,433 shares; 2026Q2: 8,519 shares 8,519 $460K <0.01% +86 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,456 shares; 2025Q1: 2,761 shares; 2025Q2: 2,800 shares; 2025Q3: 1,535 shares; 2025Q4: 2,037 shares; 2026Q1: 1,846 shares; 2026Q2: 1,779 shares 1,779 $455K <0.01% -67 Timeline MIST MILESTONE PHARMACEUTICALS IN More: the full row for MILESTONE PHARMACEUTICALS IN Quarterly 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: 210,200 shares; 2025Q4: 263,200 shares; 2026Q1: 280,250 shares; 2026Q2: 339,450 shares 339,450 $455K <0.01% +59,200 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly 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: 2,590 shares; 2026Q2: 2,396 shares 2,396 $454K <0.01% -194 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly 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: 9,062 shares; 2026Q2: 9,076 shares 9,076 $450K <0.01% +14 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,114 shares; 2025Q3: 7,269 shares; 2025Q4: 7,945 shares; 2026Q1: 9,796 shares; 2026Q2: 12,309 shares 12,309 $449K <0.01% +2,513 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly 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: 1,624 shares 1,624 $448K <0.01% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,375 shares; 2024Q4: 17,796 shares; 2025Q1: 12,204 shares; 2025Q2: 12,535 shares; 2025Q3: 11,721 shares; 2025Q4: 9,967 shares; 2026Q1: 12,350 shares; 2026Q2: 12,855 shares 12,855 $447K <0.01% +505 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly 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: 5,196 shares; 2026Q2: 4,425 shares 4,425 $446K <0.01% -771 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,552 shares; 2025Q2: 1,817 shares; 2025Q3: 2,417 shares; 2025Q4: 2,453 shares; 2026Q1: 2,368 shares; 2026Q2: 2,377 shares 2,377 $440K <0.01% +9 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,343 shares; 2024Q4: 4,336 shares; 2025Q1: 5,433 shares; 2025Q2: 7,154 shares; 2025Q3: 4,488 shares; 2025Q4: 5,365 shares; 2026Q1: 3,621 shares; 2026Q2: 3,068 shares 3,068 $439K <0.01% -553 Timeline IGTR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,195 shares; 2024Q4: 20,795 shares; 2025Q1: 19,995 shares; 2025Q2: 19,995 shares; 2025Q3: 19,995 shares; 2025Q4: 19,995 shares; 2026Q1: 12,857 shares; 2026Q2: 12,857 shares 12,857 $437K <0.01% 0 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,449 shares; 2024Q4: 3,381 shares; 2025Q1: 3,017 shares; 2025Q2: 3,215 shares; 2025Q3: 3,253 shares; 2025Q4: 3,106 shares; 2026Q1: 3,027 shares; 2026Q2: 2,981 shares 2,981 $436K <0.01% -46 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,357 shares; 2024Q4: 10,770 shares; 2025Q1: 6,819 shares; 2025Q2: 7,504 shares; 2025Q3: 7,926 shares; 2025Q4: 7,873 shares; 2026Q1: 8,186 shares; 2026Q2: 9,005 shares 9,005 $435K <0.01% +819 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,522 shares; 2025Q3: not reported; 2025Q4: 1,870 shares; 2026Q1: 1,498 shares; 2026Q2: 1,503 shares 1,503 $435K <0.01% +5 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,765 shares; 2024Q4: 3,109 shares; 2025Q1: 3,540 shares; 2025Q2: 3,326 shares; 2025Q3: 3,444 shares; 2025Q4: 4,193 shares; 2026Q1: 4,003 shares; 2026Q2: 4,034 shares 4,034 $435K <0.01% +31 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,666 shares; 2025Q2: 4,984 shares; 2025Q3: 4,406 shares; 2025Q4: 7,011 shares; 2026Q1: 6,337 shares; 2026Q2: 5,830 shares 5,830 $434K <0.01% -507 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly 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: 890 shares; 2026Q2: 4,306 shares 4,306 $434K <0.01% +3,416 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,961 shares; 2024Q4: 20,865 shares; 2025Q1: 17,158 shares; 2025Q2: 21,455 shares; 2025Q3: 19,825 shares; 2025Q4: 8,848 shares; 2026Q1: 8,856 shares; 2026Q2: 9,121 shares 9,121 $434K <0.01% +265 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,207 shares; 2024Q4: 186 shares; 2025Q1: 4,136 shares; 2025Q2: 4,146 shares; 2025Q3: 4,150 shares; 2025Q4: 4,154 shares; 2026Q1: 1,076 shares; 2026Q2: 12,697 shares 12,697 $433K <0.01% +11,621 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,347 shares; 2025Q1: 12,687 shares; 2025Q2: 11,928 shares; 2025Q3: 11,995 shares; 2025Q4: 13,020 shares; 2026Q1: 9,396 shares; 2026Q2: 9,544 shares 9,544 $431K <0.01% +148 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly 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: 1,407 shares; 2025Q4: 7,380 shares; 2026Q1: 8,529 shares; 2026Q2: 8,496 shares 8,496 $430K <0.01% -33 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly 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: 30 shares; 2025Q4: 30 shares; 2026Q1: 47 shares; 2026Q2: 3,991 shares 3,991 $427K <0.01% +3,944 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,244 shares; 2024Q4: 1,400 shares; 2025Q1: 1,390 shares; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,418 shares; 2026Q1: 1,301 shares; 2026Q2: 1,272 shares 1,272 $426K <0.01% -29 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,357 shares; 2024Q4: 18,504 shares; 2025Q1: 18,504 shares; 2025Q2: 18,504 shares; 2025Q3: 18,504 shares; 2025Q4: 18,504 shares; 2026Q1: 18,504 shares; 2026Q2: 18,504 shares 18,504 $425K <0.01% 0 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly 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: 1,323 shares; 2025Q4: 1,568 shares; 2026Q1: 1,591 shares; 2026Q2: 1,562 shares 1,562 $424K <0.01% -29 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,490 shares; 2024Q4: 7,506 shares; 2025Q1: 7,527 shares; 2025Q2: 7,545 shares; 2025Q3: 7,561 shares; 2025Q4: 7,593 shares; 2026Q1: 7,610 shares; 2026Q2: 9,029 shares 9,029 $424K <0.01% +1,419 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly 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: 8,594 shares 8,594 $424K <0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly 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: 7,187 shares; 2026Q1: 4,690 shares; 2026Q2: 4,771 shares 4,771 $423K <0.01% +81 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,807 shares; 2024Q4: 7,816 shares; 2025Q1: 8,457 shares; 2025Q2: 7,821 shares; 2025Q3: 8,134 shares; 2025Q4: 8,299 shares; 2026Q1: 8,041 shares; 2026Q2: 7,492 shares 7,492 $422K <0.01% -549 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,521 shares; 2025Q3: 4,734 shares; 2025Q4: 4,784 shares; 2026Q1: 4,703 shares; 2026Q2: 4,876 shares 4,876 $421K <0.01% +173 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,725 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,365 shares 10,365 $421K <0.01% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,952 shares; 2024Q4: 5,294 shares; 2025Q1: 6,479 shares; 2025Q2: 6,371 shares; 2025Q3: 5,840 shares; 2025Q4: 6,003 shares; 2026Q1: 5,308 shares; 2026Q2: 5,317 shares 5,317 $414K <0.01% +9 Timeline DSCO DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly 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: 10,791 shares; 2026Q2: 16,501 shares 16,501 $411K <0.01% +5,710 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,429 shares; 2024Q4: 1,579 shares; 2025Q1: 1,693 shares; 2025Q2: 1,877 shares; 2025Q3: 2,037 shares; 2025Q4: 2,119 shares; 2026Q1: 1,193 shares; 2026Q2: 1,239 shares 1,239 $409K <0.01% +46 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,883 shares; 2025Q1: 9,246 shares; 2025Q2: 9,044 shares; 2025Q3: 9,078 shares; 2025Q4: 9,506 shares; 2026Q1: 7,229 shares; 2026Q2: 7,321 shares 7,321 $406K <0.01% +92 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,931 shares; 2025Q1: 2,828 shares; 2025Q2: 5,291 shares; 2025Q3: 2,104 shares; 2025Q4: 2,286 shares; 2026Q1: 1,495 shares; 2026Q2: 1,503 shares 1,503 $405K <0.01% +8 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199 shares; 2024Q4: 203 shares; 2025Q1: 400 shares; 2025Q2: 1,097 shares; 2025Q3: 1,050 shares; 2025Q4: 1,117 shares; 2026Q1: 1,120 shares; 2026Q2: 1,122 shares 1,122 $404K <0.01% +2 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,751 shares; 2025Q1: 6,916 shares; 2025Q2: 6,744 shares; 2025Q3: 6,998 shares; 2025Q4: 10,542 shares; 2026Q1: 10,566 shares; 2026Q2: 10,569 shares 10,569 $402K <0.01% +3 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,355 shares; 2025Q1: 4,946 shares; 2025Q2: 4,198 shares; 2025Q3: 3,733 shares; 2025Q4: 5,058 shares; 2026Q1: 4,786 shares; 2026Q2: 3,910 shares 3,910 $400K <0.01% -876 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297 shares; 2024Q4: 342 shares; 2025Q1: 299 shares; 2025Q2: 445 shares; 2025Q3: 472 shares; 2025Q4: 473 shares; 2026Q1: 498 shares; 2026Q2: 1,303 shares 1,303 $399K <0.01% +805 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,642 shares; 2024Q4: 1,583 shares; 2025Q1: 1,641 shares; 2025Q2: 1,529 shares; 2025Q3: 1,448 shares; 2025Q4: 1,417 shares; 2026Q1: 1,370 shares; 2026Q2: 1,398 shares 1,398 $397K <0.01% +28 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,348 shares; 2024Q4: 32,348 shares; 2025Q1: 32,348 shares; 2025Q2: 19,155 shares; 2025Q3: 19,191 shares; 2025Q4: 19,191 shares; 2026Q1: 19,191 shares; 2026Q2: 19,191 shares 19,191 $397K <0.01% 0 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly 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: 17,461 shares; 2026Q1: 17,503 shares; 2026Q2: 15,960 shares 15,960 $396K <0.01% -1,543 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,896 shares; 2025Q1: 3,019 shares; 2025Q2: 1,647 shares; 2025Q3: 1,612 shares; 2025Q4: 1,648 shares; 2026Q1: 1,438 shares; 2026Q2: 1,468 shares 1,468 $394K <0.01% +30 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 701 shares; 2024Q4: 466 shares; 2025Q1: 2,038 shares; 2025Q2: 2,038 shares; 2025Q3: 2,039 shares; 2025Q4: 2,485 shares; 2026Q1: 270,719 shares; 2026Q2: 2,486 shares 2,486 $393K <0.01% -268,233 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,335 shares; 2024Q4: 6,739 shares; 2025Q1: 6,789 shares; 2025Q2: 6,471 shares; 2025Q3: 6,886 shares; 2025Q4: 5,653 shares; 2026Q1: 4,633 shares; 2026Q2: 5,435 shares 5,435 $393K <0.01% +802 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,326 shares; 2024Q4: not reported; 2025Q1: 962,414 shares; 2025Q2: 542,812 shares; 2025Q3: 576,714 shares; 2025Q4: 59,636 shares; 2026Q1: 12,047 shares; 2026Q2: 7,901 shares 7,901 $392K <0.01% -4,146 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,735 shares; 2024Q4: 15,385 shares; 2025Q1: 14,600 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $391K <0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly 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: 1,035 shares; 2026Q1: 1,026 shares; 2026Q2: 970 shares 970 $389K <0.01% -56 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 928 shares; 2024Q4: 4,085 shares; 2025Q1: 3,094 shares; 2025Q2: 1,742 shares; 2025Q3: 2,031 shares; 2025Q4: 188,973 shares; 2026Q1: 3,972 shares; 2026Q2: 3,313 shares 3,313 $389K <0.01% -659 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 173 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 402 shares; 2025Q4: 511 shares; 2026Q1: 997 shares; 2026Q2: 5,828 shares 5,828 $388K <0.01% +4,831 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 1,849 shares; 2025Q1: 1,849 shares; 2025Q2: 1,764 shares; 2025Q3: 1,765 shares; 2025Q4: 2,349 shares; 2026Q1: 3,161 shares; 2026Q2: 5,644 shares 5,644 $387K <0.01% +2,483 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 651 shares; 2024Q4: 2,682 shares; 2025Q1: 2,684 shares; 2025Q2: 2,696 shares; 2025Q3: 2,707 shares; 2025Q4: 2,565 shares; 2026Q1: 2,297 shares; 2026Q2: 2,593 shares 2,593 $383K <0.01% +296 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly 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: 40,653 shares; 2025Q4: 68,338 shares; 2026Q1: 70,473 shares; 2026Q2: 3,845 shares 3,845 $383K <0.01% -66,628 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,643 shares; 2024Q4: 6,145 shares; 2025Q1: 6,141 shares; 2025Q2: 5,883 shares; 2025Q3: 6,392 shares; 2025Q4: 5,977 shares; 2026Q1: 5,395 shares; 2026Q2: 5,240 shares 5,240 $380K <0.01% -155 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,328 shares; 2025Q3: 3,403 shares; 2025Q4: not reported; 2026Q1: 5,954 shares; 2026Q2: 5,306 shares 5,306 $380K <0.01% -648 Timeline OCDB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly 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: 14,700 shares 14,700 $378K <0.01% new Timeline JADB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly 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: 14,712 shares 14,712 $378K <0.01% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404 shares; 2024Q4: 1,243 shares; 2025Q1: 1,120 shares; 2025Q2: 1,090 shares; 2025Q3: 1,070 shares; 2025Q4: 1,071 shares; 2026Q1: 1,107 shares; 2026Q2: 1,297 shares 1,297 $377K <0.01% +190 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,196 shares; 2024Q4: 2,063 shares; 2025Q1: 3,328 shares; 2025Q2: 2,332 shares; 2025Q3: 2,223 shares; 2025Q4: 2,252 shares; 2026Q1: 2,457 shares; 2026Q2: 2,285 shares 2,285 $373K <0.01% -172 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly 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: 18,750 shares; 2026Q2: 18,750 shares 18,750 $371K <0.01% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,883 shares; 2025Q1: 8,015 shares; 2025Q2: 8,480 shares; 2025Q3: 8,512 shares; 2025Q4: 8,038 shares; 2026Q1: 7,670 shares; 2026Q2: 7,670 shares 7,670 $370K <0.01% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,228 shares; 2024Q4: 5,290 shares; 2025Q1: 6,765 shares; 2025Q2: 7,769 shares; 2025Q3: 7,445 shares; 2025Q4: 7,234 shares; 2026Q1: 7,332 shares; 2026Q2: 6,128 shares 6,128 $369K <0.01% -1,204 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,215 shares; 2025Q2: 79,355 shares; 2025Q3: 8,146 shares; 2025Q4: 9,403 shares; 2026Q1: 7,318 shares; 2026Q2: 7,397 shares 7,397 $368K <0.01% +79 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426 shares; 2024Q4: 2,036 shares; 2025Q1: 2,956 shares; 2025Q2: 2,268 shares; 2025Q3: 2,093 shares; 2025Q4: 204,362 shares; 2026Q1: 1,929 shares; 2026Q2: 1,929 shares 1,929 $367K <0.01% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,197 shares; 2024Q4: 10,400 shares; 2025Q1: 9,391 shares; 2025Q2: 9,129 shares; 2025Q3: 8,872 shares; 2025Q4: 8,363 shares; 2026Q1: 7,860 shares; 2026Q2: 7,243 shares 7,243 $367K <0.01% -617 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,600 shares; 2024Q4: 8,600 shares; 2025Q1: 8,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares; 2026Q1: 8,200 shares; 2026Q2: 8,200 shares 8,200 $364K <0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,641 shares; 2024Q4: 3,598 shares; 2025Q1: 4,166 shares; 2025Q2: 3,810 shares; 2025Q3: 3,979 shares; 2025Q4: 4,185 shares; 2026Q1: 3,886 shares; 2026Q2: 4,360 shares 4,360 $362K <0.01% +474 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,676 shares; 2024Q4: 15,494 shares; 2025Q1: 15,837 shares; 2025Q2: 15,886 shares; 2025Q3: not reported; 2025Q4: 15,890 shares; 2026Q1: 16,142 shares; 2026Q2: 15,920 shares 15,920 $362K <0.01% -222 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,138 shares; 2025Q1: 7,033 shares; 2025Q2: 7,107 shares; 2025Q3: 7,187 shares; 2025Q4: 7,264 shares; 2026Q1: 7,341 shares; 2026Q2: 7,201 shares 7,201 $361K <0.01% -140 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 844 shares; 2024Q4: 1,249 shares; 2025Q1: 1,598 shares; 2025Q2: 1,066 shares; 2025Q3: 1,090 shares; 2025Q4: 1,246 shares; 2026Q1: 957 shares; 2026Q2: 783 shares 783 $359K <0.01% -174 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly 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: 18,351 shares; 2026Q2: 18,351 shares 18,351 $359K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,146 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,005 shares; 2026Q2: 8,138 shares 8,138 $358K <0.01% +133 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,342 shares; 2024Q4: 15,722 shares; 2025Q1: 17,581 shares; 2025Q2: 15,813 shares; 2025Q3: 26,675 shares; 2025Q4: 36,033 shares; 2026Q1: 24,143 shares; 2026Q2: 21,264 shares 21,264 $358K <0.01% -2,879 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,299 shares; 2024Q4: 12,701 shares; 2025Q1: 12,115 shares; 2025Q2: 12,111 shares; 2025Q3: 12,047 shares; 2025Q4: 12,162 shares; 2026Q1: 12,110 shares; 2026Q2: 12,092 shares 12,092 $354K <0.01% -18 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly 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: 2,482 shares; 2025Q4: 4,701 shares; 2026Q1: 4,087 shares; 2026Q2: 4,069 shares 4,069 $351K <0.01% -18 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,693 shares; 2024Q4: 5,354 shares; 2025Q1: 7,747 shares; 2025Q2: 7,449 shares; 2025Q3: 3,800 shares; 2025Q4: 4,000 shares; 2026Q1: 2,793 shares; 2026Q2: 2,779 shares 2,779 $351K <0.01% -14 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,818 shares; 2024Q4: 2,201 shares; 2025Q1: 2,394 shares; 2025Q2: 3,379 shares; 2025Q3: 3,312 shares; 2025Q4: 3,510 shares; 2026Q1: 1,837 shares; 2026Q2: 2,638 shares 2,638 $350K <0.01% +801 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,871 shares; 2024Q4: 2,586 shares; 2025Q1: 2,985 shares; 2025Q2: 3,813 shares; 2025Q3: 4,076 shares; 2025Q4: 3,750 shares; 2026Q1: 3,641 shares; 2026Q2: 3,607 shares 3,607 $348K <0.01% -34 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,077 shares; 2024Q4: 4,340 shares; 2025Q1: 4,420 shares; 2025Q2: 4,569 shares; 2025Q3: 4,678 shares; 2025Q4: 4,539 shares; 2026Q1: 4,754 shares; 2026Q2: 4,764 shares 4,764 $347K <0.01% +10 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,857 shares; 2024Q4: 8,089 shares; 2025Q1: not reported; 2025Q2: 4,479 shares; 2025Q3: 3,431 shares; 2025Q4: 3,609 shares; 2026Q1: 3,733 shares; 2026Q2: 3,784 shares 3,784 $345K <0.01% +51 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,352 shares; 2024Q4: 3,352 shares; 2025Q1: 3,339 shares; 2025Q2: 3,406 shares; 2025Q3: 3,438 shares; 2025Q4: 3,341 shares; 2026Q1: 3,350 shares; 2026Q2: 3,226 shares 3,226 $344K <0.01% -124 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,474 shares; 2025Q3: 8,474 shares; 2025Q4: 8,474 shares; 2026Q1: 8,539 shares; 2026Q2: 8,539 shares 8,539 $344K <0.01% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,039 shares; 2025Q4: 1,912 shares; 2026Q1: 1,643 shares; 2026Q2: 2,118 shares 2,118 $342K <0.01% +475 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,937 shares; 2025Q3: 3,937 shares; 2025Q4: 6,983 shares; 2026Q1: 6,983 shares; 2026Q2: 11,114 shares 11,114 $342K <0.01% +4,131 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,340 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 816 shares; 2026Q2: 819 shares 819 $341K <0.01% +3 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,813 shares; 2024Q4: 2,502 shares; 2025Q1: 2,184 shares; 2025Q2: 2,186 shares; 2025Q3: 2,043 shares; 2025Q4: 2,006 shares; 2026Q1: 1,921 shares; 2026Q2: 1,873 shares 1,873 $340K <0.01% -48 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 996 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,522 shares; 2026Q1: 3,818 shares; 2026Q2: 3,818 shares 3,818 $338K <0.01% 0 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly 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: 5,275 shares 5,275 $338K <0.01% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,220 shares; 2025Q1: 4,399 shares; 2025Q2: 2,653 shares; 2025Q3: 1,941 shares; 2025Q4: 2,035 shares; 2026Q1: 1,922 shares; 2026Q2: 1,948 shares 1,948 $338K <0.01% +26 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,855 shares; 2024Q4: 1,930 shares; 2025Q1: 1,961 shares; 2025Q2: 1,962 shares; 2025Q3: 2,087 shares; 2025Q4: 12,812 shares; 2026Q1: 6,494 shares; 2026Q2: 6,658 shares 6,658 $338K <0.01% +164 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,284 shares; 2024Q4: 1,349 shares; 2025Q1: 1,349 shares; 2025Q2: 1,766 shares; 2025Q3: 1,209 shares; 2025Q4: 2,270 shares; 2026Q1: 2,271 shares; 2026Q2: 2,037 shares 2,037 $337K <0.01% -234 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly 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: 2,936 shares; 2025Q4: 3,286 shares; 2026Q1: 3,412 shares; 2026Q2: 3,531 shares 3,531 $336K <0.01% +119 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,653 shares; 2024Q4: 1,705 shares; 2025Q1: 1,759 shares; 2025Q2: 2,003 shares; 2025Q3: 2,020 shares; 2025Q4: 2,120 shares; 2026Q1: 1,382 shares; 2026Q2: 1,387 shares 1,387 $336K <0.01% +5 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,189 shares; 2025Q3: not reported; 2025Q4: 1,306 shares; 2026Q1: 1,544 shares; 2026Q2: 1,366 shares 1,366 $335K <0.01% -178 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,864 shares; 2025Q1: 7,000 shares; 2025Q2: 6,489 shares; 2025Q3: 6,172 shares; 2025Q4: 4,151 shares; 2026Q1: 8,711 shares; 2026Q2: 5,337 shares 5,337 $335K <0.01% -3,374 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,744 shares; 2025Q1: 11,932 shares; 2025Q2: 12,289 shares; 2025Q3: 11,297 shares; 2025Q4: 14,562 shares; 2026Q1: 14,148 shares; 2026Q2: 12,990 shares 12,990 $333K <0.01% -1,158 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly 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: 17,616 shares; 2026Q2: 19,121 shares 19,121 $332K <0.01% +1,505 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,779 shares; 2025Q2: 3,944 shares; 2025Q3: 3,626 shares; 2025Q4: 3,844 shares; 2026Q1: 3,704 shares; 2026Q2: 6,564 shares 6,564 $331K <0.01% +2,860 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,824 shares; 2024Q4: 8,679 shares; 2025Q1: 11,630 shares; 2025Q2: 11,773 shares; 2025Q3: 11,374 shares; 2025Q4: 11,497 shares; 2026Q1: 11,564 shares; 2026Q2: 10,420 shares 10,420 $331K <0.01% -1,144 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,741 shares; 2024Q4: 840 shares; 2025Q1: 879 shares; 2025Q2: 880 shares; 2025Q3: 1,154 shares; 2025Q4: 1,090 shares; 2026Q1: 924 shares; 2026Q2: 1,342 shares 1,342 $330K <0.01% +418 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,045 shares; 2024Q4: 6,086 shares; 2025Q1: 6,086 shares; 2025Q2: 5,649 shares; 2025Q3: 5,649 shares; 2025Q4: 5,678 shares; 2026Q1: 5,580 shares; 2026Q2: 5,950 shares 5,950 $329K <0.01% +370 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly 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: 13,810 shares 13,810 $328K <0.01% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly 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: 2,132 shares; 2025Q4: 2,110 shares; 2026Q1: 2,008 shares; 2026Q2: 2,013 shares 2,013 $328K <0.01% +5 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly 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: 2,489 shares; 2026Q2: 2,408 shares 2,408 $325K <0.01% -81 Timeline USPX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly 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: 4,966 shares 4,966 $324K <0.01% new Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly 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: 5,882 shares 5,882 $323K <0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,594 shares; 2025Q3: 1,497 shares; 2025Q4: 1,963 shares; 2026Q1: 1,722 shares; 2026Q2: 1,855 shares 1,855 $322K <0.01% +133 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,247 shares; 2024Q4: 1,965 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,347 shares; 2026Q2: 2,312 shares 2,312 $322K <0.01% -35 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly 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: 6,605 shares 6,605 $321K <0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 853 shares; 2024Q4: 1,390 shares; 2025Q1: 1,431 shares; 2025Q2: 1,301 shares; 2025Q3: 1,301 shares; 2025Q4: 1,458 shares; 2026Q1: 1,459 shares; 2026Q2: 1,677 shares 1,677 $315K <0.01% +218 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,136 shares; 2024Q4: 167,580 shares; 2025Q1: 184,462 shares; 2025Q2: 6,583 shares; 2025Q3: 7,128 shares; 2025Q4: 7,043 shares; 2026Q1: 5,393 shares; 2026Q2: 6,226 shares 6,226 $314K <0.01% +833 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,401 shares; 2024Q4: 4,141 shares; 2025Q1: 4,140 shares; 2025Q2: 4,140 shares; 2025Q3: 4,140 shares; 2025Q4: 4,140 shares; 2026Q1: 4,140 shares; 2026Q2: 4,140 shares 4,140 $313K <0.01% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,525 shares; 2025Q2: 2,528 shares; 2025Q3: 2,354 shares; 2025Q4: 2,140 shares; 2026Q1: 2,156 shares; 2026Q2: 2,186 shares 2,186 $312K <0.01% +30 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 794 shares; 2024Q4: 862 shares; 2025Q1: 1,383 shares; 2025Q2: 1,385 shares; 2025Q3: 1,398 shares; 2025Q4: 1,455 shares; 2026Q1: 1,890 shares; 2026Q2: 2,279 shares 2,279 $311K <0.01% +389 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,959 shares; 2024Q4: 4,039 shares; 2025Q1: 4,049 shares; 2025Q2: 4,060 shares; 2025Q3: 4,073 shares; 2025Q4: 4,089 shares; 2026Q1: 4,099 shares; 2026Q2: 4,110 shares 4,110 $310K <0.01% +11 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly 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: 31,054 shares; 2026Q2: 51,194 shares 51,194 $310K <0.01% +20,140 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly 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: 8,311 shares; 2026Q2: 8,311 shares 8,311 $309K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,330 shares; 2025Q3: 1,493 shares; 2025Q4: 1,767 shares; 2026Q1: 1,367 shares; 2026Q2: 1,370 shares 1,370 $307K <0.01% +3 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 430 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438 shares; 2025Q4: 2,613 shares; 2026Q1: 2,258 shares; 2026Q2: 2,186 shares 2,186 $307K <0.01% -72 Timeline EMBX VANECK FDS More: the full row for VANECK FDS Quarterly 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: 5,977 shares 5,977 $307K <0.01% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly 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: 4,954 shares; 2025Q4: 5,928 shares; 2026Q1: 6,149 shares; 2026Q2: 5,875 shares 5,875 $306K <0.01% -274 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,055 shares; 2025Q1: 1,118 shares; 2025Q2: 1,686 shares; 2025Q3: 1,439 shares; 2025Q4: 1,739 shares; 2026Q1: 1,213 shares; 2026Q2: 1,217 shares 1,217 $306K <0.01% +4 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,774 shares; 2024Q4: 5,397 shares; 2025Q1: 4,149 shares; 2025Q2: 4,157 shares; 2025Q3: 4,165 shares; 2025Q4: 4,249 shares; 2026Q1: 3,436 shares; 2026Q2: 3,429 shares 3,429 $306K <0.01% -7 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,240 shares; 2024Q4: 2,267 shares; 2025Q1: 3,548 shares; 2025Q2: 2,883 shares; 2025Q3: 1,598 shares; 2025Q4: 1,278 shares; 2026Q1: 1,227 shares; 2026Q2: 1,285 shares 1,285 $305K <0.01% +58 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485 shares; 2024Q4: 1,680 shares; 2025Q1: 3,003 shares; 2025Q2: 2,500 shares; 2025Q3: 1,229 shares; 2025Q4: 6,401 shares; 2026Q1: 7,625 shares; 2026Q2: 7,134 shares 7,134 $305K <0.01% -491 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,475 shares; 2025Q2: 4,475 shares; 2025Q3: 3,650 shares; 2025Q4: 4,475 shares; 2026Q1: 7,220 shares; 2026Q2: 7,220 shares 7,220 $305K <0.01% 0 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,536 shares; 2024Q4: 1,633 shares; 2025Q1: 2,925 shares; 2025Q2: 3,030 shares; 2025Q3: 3,466 shares; 2025Q4: 3,563 shares; 2026Q1: 4,867 shares; 2026Q2: 5,269 shares 5,269 $305K <0.01% +402 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,552 shares; 2024Q4: 3,619 shares; 2025Q1: 3,089 shares; 2025Q2: 3,089 shares; 2025Q3: 3,253 shares; 2025Q4: 2,694 shares; 2026Q1: 2,694 shares; 2026Q2: 13,622 shares 13,622 $304K <0.01% +10,928 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492 shares; 2024Q4: 492 shares; 2025Q1: 492 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 512 shares; 2026Q1: 2,881 shares; 2026Q2: 4,851 shares 4,851 $304K <0.01% +1,970 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly 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: 5,233 shares 5,233 $303K <0.01% new Timeline FUBO FUBOTV INC More: the full row for FUBOTV INC Quarterly 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: 33,223 shares; 2026Q2: 32,838 shares 32,838 $302K <0.01% -385 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,967 shares; 2025Q1: 34,090 shares; 2025Q2: 34,090 shares; 2025Q3: 34,090 shares; 2025Q4: 34,090 shares; 2026Q1: 41,690 shares; 2026Q2: 42,064 shares 42,064 $302K <0.01% +374 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,573 shares; 2024Q4: 38,461 shares; 2025Q1: 16,002 shares; 2025Q2: 14,932 shares; 2025Q3: 16,667 shares; 2025Q4: 13,872 shares; 2026Q1: 8,761 shares; 2026Q2: 3,494 shares 3,494 $302K <0.01% -5,267 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,661 shares; 2025Q1: 4,212 shares; 2025Q2: 4,313 shares; 2025Q3: 4,315 shares; 2025Q4: 5,240 shares; 2026Q1: 5,341 shares; 2026Q2: 5,352 shares 5,352 $301K <0.01% +11 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,389 shares; 2025Q3: 3,521 shares; 2025Q4: 3,619 shares; 2026Q1: 3,644 shares; 2026Q2: 5,034 shares 5,034 $301K <0.01% +1,390 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,949 shares; 2024Q4: 2,966 shares; 2025Q1: 2,966 shares; 2025Q2: 2,969 shares; 2025Q3: 2,969 shares; 2025Q4: 2,969 shares; 2026Q1: 2,969 shares; 2026Q2: 2,969 shares 2,969 $301K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,148 shares; 2024Q4: 11,746 shares; 2025Q1: 13,012 shares; 2025Q2: 15,095 shares; 2025Q3: 14,258 shares; 2025Q4: 11,904 shares; 2026Q1: 6,875 shares; 2026Q2: 6,958 shares 6,958 $300K <0.01% +83 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly 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: 2,503 shares; 2026Q1: 2,092 shares; 2026Q2: 1,834 shares 1,834 $300K <0.01% -258 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly 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: 6,486 shares; 2026Q2: 6,486 shares 6,486 $297K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,503 shares; 2024Q4: 7,117 shares; 2025Q1: 6,095 shares; 2025Q2: 5,447 shares; 2025Q3: 4,802 shares; 2025Q4: 5,852 shares; 2026Q1: 3,849 shares; 2026Q2: 3,499 shares 3,499 $296K <0.01% -350 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,207 shares; 2025Q1: 6,134 shares; 2025Q2: 5,677 shares; 2025Q3: 8,927 shares; 2025Q4: 8,792 shares; 2026Q1: 7,698 shares; 2026Q2: 7,774 shares 7,774 $294K <0.01% +76 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 987 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 773 shares 773 $293K <0.01% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly 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: 29,493 shares; 2025Q4: not reported; 2026Q1: 30,649 shares; 2026Q2: 1,075 shares 1,075 $292K <0.01% -29,574 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 710 shares; 2025Q3: 2,013 shares; 2025Q4: 2,484 shares; 2026Q1: 2,697 shares; 2026Q2: 2,916 shares 2,916 $292K <0.01% +219 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly 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: 10,179 shares 10,179 $291K <0.01% new Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly 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: 12,608 shares; 2026Q1: 7,117 shares; 2026Q2: 6,090 shares 6,090 $289K <0.01% -1,027 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,414 shares; 2025Q1: 9,248 shares; 2025Q2: 5,157 shares; 2025Q3: 3,692 shares; 2025Q4: 3,336 shares; 2026Q1: 3,335 shares; 2026Q2: 3,156 shares 3,156 $289K <0.01% -179 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly 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: 2,422 shares; 2025Q4: 2,877 shares; 2026Q1: 2,794 shares; 2026Q2: 2,549 shares 2,549 $289K <0.01% -245 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly 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: 5,181 shares 5,181 $287K <0.01% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly 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: 5,164 shares; 2025Q4: 5,421 shares; 2026Q1: 5,065 shares; 2026Q2: 6,990 shares 6,990 $286K <0.01% +1,925 Timeline PAMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,028 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,159 shares; 2026Q1: 5,159 shares; 2026Q2: 5,159 shares 5,159 $286K <0.01% 0 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly 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: 5,608 shares 5,608 $285K <0.01% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131 shares; 2024Q4: 17,361 shares; 2025Q1: 17,205 shares; 2025Q2: 10,215 shares; 2025Q3: 10,671 shares; 2025Q4: 11,025 shares; 2026Q1: 12,191 shares; 2026Q2: 12,312 shares 12,312 $285K <0.01% +121 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,988 shares; 2024Q4: 5,411 shares; 2025Q1: 5,092 shares; 2025Q2: 5,178 shares; 2025Q3: 5,225 shares; 2025Q4: 4,977 shares; 2026Q1: 5,244 shares; 2026Q2: 5,918 shares 5,918 $285K <0.01% +674 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly 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: 2,332 shares 2,332 $285K <0.01% new Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,864 shares; 2024Q4: 34,388 shares; 2025Q1: 37,137 shares; 2025Q2: 8,173 shares; 2025Q3: 6,089 shares; 2025Q4: 6,090 shares; 2026Q1: 5,791 shares; 2026Q2: 5,805 shares 5,805 $284K <0.01% +14 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,122 shares; 2024Q4: 8,721 shares; 2025Q1: 8,381 shares; 2025Q2: 9,525 shares; 2025Q3: 8,661 shares; 2025Q4: 8,411 shares; 2026Q1: 8,021 shares; 2026Q2: 8,067 shares 8,067 $284K <0.01% +46 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,448 shares; 2024Q4: 4,729 shares; 2025Q1: 4,729 shares; 2025Q2: 5,064 shares; 2025Q3: 5,490 shares; 2025Q4: 5,580 shares; 2026Q1: 5,580 shares; 2026Q2: 7,141 shares 7,141 $283K <0.01% +1,561 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 80 shares; 2025Q3: 455 shares; 2025Q4: 2,800 shares; 2026Q1: 2,819 shares; 2026Q2: 2,440 shares 2,440 $283K <0.01% -379 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152 shares; 2024Q4: 210 shares; 2025Q1: 652 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 5,068 shares; 2026Q1: 342 shares; 2026Q2: 13,787 shares 13,787 $281K <0.01% +13,445 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly 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: 4,535 shares; 2026Q1: 5,295 shares; 2026Q2: 5,342 shares 5,342 $279K <0.01% +47 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly 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: 6,333 shares; 2026Q1: 5,950 shares; 2026Q2: 5,118 shares 5,118 $278K <0.01% -832 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,824 shares; 2024Q4: 2,171 shares; 2025Q1: 2,470 shares; 2025Q2: 2,553 shares; 2025Q3: 2,611 shares; 2025Q4: 2,647 shares; 2026Q1: 5,034 shares; 2026Q2: 3,076 shares 3,076 $278K <0.01% -1,958 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,779 shares; 2025Q1: 11,181 shares; 2025Q2: 11,473 shares; 2025Q3: 10,044 shares; 2025Q4: 11,524 shares; 2026Q1: 12,251 shares; 2026Q2: 12,405 shares 12,405 $278K <0.01% +154 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,710 shares; 2025Q3: 67,856 shares; 2025Q4: 69,072 shares; 2026Q1: 39,132 shares; 2026Q2: 17,621 shares 17,621 $278K <0.01% -21,511 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly 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: 943 shares 943 $276K <0.01% new Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,029 shares; 2024Q4: 3,578 shares; 2025Q1: 3,323 shares; 2025Q2: 2,666 shares; 2025Q3: 2,666 shares; 2025Q4: 2,636 shares; 2026Q1: 2,636 shares; 2026Q2: 5,892 shares 5,892 $276K <0.01% +3,256 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly 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: 530 shares; 2026Q2: 3,067 shares 3,067 $274K <0.01% +2,537 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,099 shares; 2025Q1: 3,907 shares; 2025Q2: 3,910 shares; 2025Q3: 4,075 shares; 2025Q4: 6,015 shares; 2026Q1: 6,221 shares; 2026Q2: 6,413 shares 6,413 $273K <0.01% +192 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,824 shares; 2025Q1: 2,871 shares; 2025Q2: 2,847 shares; 2025Q3: 2,824 shares; 2025Q4: 2,806 shares; 2026Q1: not reported; 2026Q2: 1,323 shares 1,323 $273K <0.01% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly 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: 5,843 shares; 2026Q1: not reported; 2026Q2: 4,839 shares 4,839 $272K <0.01% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,110 shares; 2024Q4: 5,506 shares; 2025Q1: 5,561 shares; 2025Q2: 5,474 shares; 2025Q3: 5,477 shares; 2025Q4: 5,980 shares; 2026Q1: 4,937 shares; 2026Q2: 5,671 shares 5,671 $272K <0.01% +734 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,710 shares; 2025Q1: 2,999 shares; 2025Q2: not reported; 2025Q3: 3,052 shares; 2025Q4: 3,323 shares; 2026Q1: 3,477 shares; 2026Q2: 3,323 shares 3,323 $270K <0.01% -154 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,826 shares; 2025Q1: 1,616 shares; 2025Q2: 1,628 shares; 2025Q3: 1,642 shares; 2025Q4: 1,721 shares; 2026Q1: 1,676 shares; 2026Q2: 1,602 shares 1,602 $270K <0.01% -74 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,853 shares; 2024Q4: 1,853 shares; 2025Q1: 1,745 shares; 2025Q2: 1,750 shares; 2025Q3: 1,755 shares; 2025Q4: 1,761 shares; 2026Q1: 1,766 shares; 2026Q2: 1,576 shares 1,576 $268K <0.01% -190 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,945 shares; 2024Q4: 3,270 shares; 2025Q1: 2,605 shares; 2025Q2: 1,856 shares; 2025Q3: 2,060 shares; 2025Q4: 2,413 shares; 2026Q1: 2,684 shares; 2026Q2: 2,787 shares 2,787 $267K <0.01% +103 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,251 shares; 2024Q4: 4,346 shares; 2025Q1: 4,344 shares; 2025Q2: 4,161 shares; 2025Q3: 4,194 shares; 2025Q4: 4,320 shares; 2026Q1: 3,976 shares; 2026Q2: 2,315 shares 2,315 $266K <0.01% -1,661 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly 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: 6,010 shares; 2026Q1: 5,975 shares; 2026Q2: 5,936 shares 5,936 $266K <0.01% -39 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,003 shares; 2024Q4: 4,397 shares; 2025Q1: 4,408 shares; 2025Q2: 4,421 shares; 2025Q3: 5,304 shares; 2025Q4: 6,293 shares; 2026Q1: 13,032 shares; 2026Q2: 7,932 shares 7,932 $265K <0.01% -5,100 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,270 shares; 2024Q4: 3,624 shares; 2025Q1: 3,734 shares; 2025Q2: 3,873 shares; 2025Q3: 4,101 shares; 2025Q4: 4,165 shares; 2026Q1: 2,308 shares; 2026Q2: 2,365 shares 2,365 $264K <0.01% +57 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly 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: 1,154 shares; 2026Q1: 1,206 shares; 2026Q2: 1,319 shares 1,319 $263K <0.01% +113 Timeline MMSC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,649 shares; 2025Q1: 4,649 shares; 2025Q2: 4,649 shares; 2025Q3: 4,649 shares; 2025Q4: 4,649 shares; 2026Q1: 4,649 shares; 2026Q2: 8,849 shares 8,849 $262K <0.01% +4,200 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,127 shares; 2024Q4: 15,967 shares; 2025Q1: 17,951 shares; 2025Q2: 19,661 shares; 2025Q3: 22,600 shares; 2025Q4: 22,754 shares; 2026Q1: not reported; 2026Q2: 485 shares 485 $261K <0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,751 shares; 2024Q4: 2,485 shares; 2025Q1: 2,408 shares; 2025Q2: 5,026 shares; 2025Q3: 2,982 shares; 2025Q4: 3,106 shares; 2026Q1: 2,018 shares; 2026Q2: 2,210 shares 2,210 $261K <0.01% +192 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly 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: 50 shares; 2026Q2: 2,039 shares 2,039 $261K <0.01% +1,989 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 788 shares; 2024Q4: 1,485 shares; 2025Q1: 541 shares; 2025Q2: 485 shares; 2025Q3: 2,807 shares; 2025Q4: 5,027 shares; 2026Q1: 5,150 shares; 2026Q2: 5,971 shares 5,971 $261K <0.01% +821 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,173 shares; 2024Q4: 3,181 shares; 2025Q1: 3,189 shares; 2025Q2: 6,024 shares; 2025Q3: 3,289 shares; 2025Q4: 3,296 shares; 2026Q1: 3,304 shares; 2026Q2: 3,818 shares 3,818 $261K <0.01% +514 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,585 shares; 2025Q1: 10,585 shares; 2025Q2: 10,585 shares; 2025Q3: 10,585 shares; 2025Q4: 10,585 shares; 2026Q1: 13,953 shares; 2026Q2: 13,953 shares 13,953 $260K <0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,938 shares; 2024Q4: 45,033 shares; 2025Q1: 35,694 shares; 2025Q2: 35,420 shares; 2025Q3: not reported; 2025Q4: 46,109 shares; 2026Q1: 31,904 shares; 2026Q2: 19,260 shares 19,260 $259K <0.01% -12,644 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,422 shares; 2024Q4: 12,063 shares; 2025Q1: 11,545 shares; 2025Q2: 11,545 shares; 2025Q3: 11,545 shares; 2025Q4: 11,545 shares; 2026Q1: 11,545 shares; 2026Q2: 11,545 shares 11,545 $258K <0.01% 0 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,525 shares; 2024Q4: 5,525 shares; 2025Q1: 4,331 shares; 2025Q2: 4,331 shares; 2025Q3: 4,331 shares; 2025Q4: 4,331 shares; 2026Q1: 4,331 shares; 2026Q2: 4,331 shares 4,331 $258K <0.01% 0 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly 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: 11,735 shares; 2025Q4: 11,735 shares; 2026Q1: 11,735 shares; 2026Q2: 11,735 shares 11,735 $258K <0.01% 0 Timeline PDFS PDF SOLUTIONS INC More: the full row for PDF SOLUTIONS INC Quarterly 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: 10,590 shares; 2026Q2: 3,637 shares 3,637 $257K <0.01% -6,953 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly 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: 2,136 shares; 2026Q1: not reported; 2026Q2: 2,020 shares 2,020 $257K <0.01% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,316 shares; 2024Q4: 2,266 shares; 2025Q1: 2,210 shares; 2025Q2: 2,210 shares; 2025Q3: 2,249 shares; 2025Q4: 2,249 shares; 2026Q1: 2,054 shares; 2026Q2: 5,018 shares 5,018 $256K <0.01% +2,964 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,399 shares; 2024Q4: 44,399 shares; 2025Q1: 44,428 shares; 2025Q2: 44,428 shares; 2025Q3: 44,428 shares; 2025Q4: 44,428 shares; 2026Q1: 44,428 shares; 2026Q2: 44,828 shares 44,828 $256K <0.01% +400 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,228 shares; 2024Q4: 4,327 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,693 shares; 2025Q4: 3,694 shares; 2026Q1: 3,693 shares; 2026Q2: 3,711 shares 3,711 $254K <0.01% +18 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,781 shares; 2025Q1: 19,781 shares; 2025Q2: 19,781 shares; 2025Q3: 19,781 shares; 2025Q4: 19,781 shares; 2026Q1: 19,781 shares; 2026Q2: 19,781 shares 19,781 $253K <0.01% 0 Timeline DRTS ALPHA TAU MEDICAL LTD More: the full row for ALPHA TAU MEDICAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,945 shares; 2024Q4: 21,945 shares; 2025Q1: 21,945 shares; 2025Q2: 21,945 shares; 2025Q3: 21,945 shares; 2025Q4: 21,945 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $252K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 767 shares; 2024Q4: 859 shares; 2025Q1: 958 shares; 2025Q2: 1,343 shares; 2025Q3: 1,198 shares; 2025Q4: 1,146 shares; 2026Q1: not reported; 2026Q2: 633 shares 633 $251K <0.01% new Timeline OCTZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly 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: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares 5,500 $251K <0.01% 0 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,630 shares; 2024Q4: 7,633 shares; 2025Q1: 7,536 shares; 2025Q2: 7,536 shares; 2025Q3: 7,850 shares; 2025Q4: 8,213 shares; 2026Q1: 7,046 shares; 2026Q2: 7,546 shares 7,546 $251K <0.01% +500 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly 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: 6,024 shares; 2026Q2: 6,183 shares 6,183 $250K <0.01% +159 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly 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: 5,459 shares 5,459 $250K <0.01% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly 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: 1,568 shares; 2026Q1: 1,288 shares; 2026Q2: 1,156 shares 1,156 $250K <0.01% -132 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100,717 shares; 2025Q1: 77,056 shares; 2025Q2: 9,821 shares; 2025Q3: 7,652 shares; 2025Q4: 7,026 shares; 2026Q1: 7,065 shares; 2026Q2: 5,460 shares 5,460 $249K <0.01% -1,605 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly 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: 1,920 shares 1,920 $248K <0.01% new Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly 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: 5,036 shares 5,036 $246K <0.01% new Timeline FUSB FIRST US BANCSHARES INC More: the full row for FIRST US BANCSHARES INC Quarterly 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: 14,809 shares 14,809 $246K <0.01% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,787 shares; 2024Q4: 3,143 shares; 2025Q1: 2,791 shares; 2025Q2: 2,662 shares; 2025Q3: 2,333 shares; 2025Q4: 4,600 shares; 2026Q1: 4,483 shares; 2026Q2: 4,836 shares 4,836 $246K <0.01% +353 Timeline