AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,411 shares; 2024Q4: 172,767 shares; 2025Q1: 169,230 shares; 2025Q2: 146,287 shares; 2025Q3: 154,830 shares; 2025Q4: 160,670 shares; 2026Q1: 151,546 shares; 2026Q2: 185,325 shares 185,325 $53.6M 3.54% +33,779 Timeline RSP 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: 148,380 shares; 2024Q4: 144,533 shares; 2025Q1: 146,264 shares; 2025Q2: 183,545 shares; 2025Q3: 186,648 shares; 2025Q4: 192,229 shares; 2026Q1: 202,900 shares; 2026Q2: 236,578 shares 236,578 $50.3M 3.33% +33,678 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: 50,803 shares; 2024Q4: 60,879 shares; 2025Q1: 62,412 shares; 2025Q2: 53,394 shares; 2025Q3: 614,834 shares; 2025Q4: 625,919 shares; 2026Q1: 880,911 shares; 2026Q2: 896,622 shares 896,622 $46.9M 3.1% +15,711 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327,169 shares; 2024Q4: 329,042 shares; 2025Q1: 329,487 shares; 2025Q2: 326,487 shares; 2025Q3: 328,891 shares; 2025Q4: 460,438 shares; 2026Q1: 458,292 shares; 2026Q2: 458,881 shares 458,881 $44.2M 2.92% +589 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,968 shares; 2024Q4: 247,450 shares; 2025Q1: 251,332 shares; 2025Q2: 226,950 shares; 2025Q3: 238,042 shares; 2025Q4: 198,045 shares; 2026Q1: 195,576 shares; 2026Q2: 203,959 shares 203,959 $40.8M 2.7% +8,383 Timeline FBND 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: 448,065 shares; 2024Q4: 578,076 shares; 2025Q1: 584,436 shares; 2025Q2: 561,532 shares; 2025Q3: 579,371 shares; 2025Q4: 578,964 shares; 2026Q1: 787,482 shares; 2026Q2: 832,624 shares 832,624 $37.9M 2.5% +45,142 Timeline PVAL 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: 278,395 shares; 2024Q4: 366,788 shares; 2025Q1: 395,359 shares; 2025Q2: 578,814 shares; 2025Q3: 599,503 shares; 2025Q4: 618,804 shares; 2026Q1: 701,242 shares; 2026Q2: 676,109 shares 676,109 $34.4M 2.28% -25,133 Timeline SPAB 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: 782,568 shares; 2024Q4: 865,379 shares; 2025Q1: 960,743 shares; 2025Q2: 1,085,553 shares; 2025Q3: 1,127,266 shares; 2025Q4: 1,177,927 shares; 2026Q1: 1,347,198 shares; 2026Q2: 1,347,217 shares 1,347,217 $34.4M 2.27% +19 Timeline SPYM 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: 50,524 shares; 2024Q4: 81,164 shares; 2025Q1: 140,296 shares; 2025Q2: 175,104 shares; 2025Q3: 448,435 shares; 2025Q4: 299,575 shares; 2026Q1: 351,387 shares; 2026Q2: 391,035 shares 391,035 $34.4M 2.27% +39,648 Timeline VUG 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: 34,169 shares; 2024Q4: 33,122 shares; 2025Q1: 35,805 shares; 2025Q2: 35,369 shares; 2025Q3: 37,039 shares; 2025Q4: 34,838 shares; 2026Q1: 58,191 shares; 2026Q2: 361,436 shares 361,436 $31.2M 2.06% +303,245 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,392 shares; 2024Q4: 298,290 shares; 2025Q1: 306,220 shares; 2025Q2: 320,129 shares; 2025Q3: 334,044 shares; 2025Q4: 330,082 shares; 2026Q1: 315,844 shares; 2026Q2: 305,937 shares 305,937 $23.4M 1.55% -9,907 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,698 shares; 2024Q4: 106,072 shares; 2025Q1: 94,489 shares; 2025Q2: 83,807 shares; 2025Q3: 88,597 shares; 2025Q4: 81,691 shares; 2026Q1: 86,584 shares; 2026Q2: 93,627 shares 93,627 $22.3M 1.48% +7,043 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,170 shares; 2024Q4: 51,019 shares; 2025Q1: 50,777 shares; 2025Q2: 50,078 shares; 2025Q3: 49,660 shares; 2025Q4: 52,205 shares; 2026Q1: 47,897 shares; 2026Q2: 56,135 shares 56,135 $20.9M 1.38% +8,238 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,024 shares; 2024Q4: 64,301 shares; 2025Q1: 59,474 shares; 2025Q2: 61,747 shares; 2025Q3: 63,611 shares; 2025Q4: 63,931 shares; 2026Q1: 47,352 shares; 2026Q2: 57,726 shares 57,726 $20.6M 1.36% +10,374 Timeline BIL 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: 165,397 shares; 2024Q4: 204,562 shares; 2025Q1: 212,574 shares; 2025Q2: 228,765 shares; 2025Q3: 157,221 shares; 2025Q4: 263,363 shares; 2026Q1: 131,669 shares; 2026Q2: 202,013 shares 202,013 $18.5M 1.22% +70,344 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,665 shares; 2024Q4: 16,955 shares; 2025Q1: 16,972 shares; 2025Q2: 69,286 shares; 2025Q3: 69,686 shares; 2025Q4: 68,503 shares; 2026Q1: 80,292 shares; 2026Q2: 70,887 shares 70,887 $18M 1.19% -9,405 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: 267,634 shares; 2024Q4: 147,621 shares; 2025Q1: 132,283 shares; 2025Q2: 169,559 shares; 2025Q3: 347,266 shares; 2025Q4: 337,433 shares; 2026Q1: 377,807 shares; 2026Q2: 361,480 shares 361,480 $17.9M 1.18% -16,327 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,538 shares; 2024Q4: 69,465 shares; 2025Q1: 35,159 shares; 2025Q2: 30,215 shares; 2025Q3: 26,178 shares; 2025Q4: not reported; 2026Q1: 16,867 shares; 2026Q2: 22,166 shares 22,166 $16.3M 1.08% +5,299 Timeline SPTM 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: 148,589 shares; 2024Q4: 151,710 shares; 2025Q1: 160,254 shares; 2025Q2: 169,325 shares; 2025Q3: 163,525 shares; 2025Q4: 165,747 shares; 2026Q1: 171,376 shares; 2026Q2: 171,960 shares 171,960 $15.6M 1.03% +584 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,312 shares; 2024Q4: 29,700 shares; 2025Q1: 31,983 shares; 2025Q2: 36,986 shares; 2025Q3: 40,196 shares; 2025Q4: 42,622 shares; 2026Q1: 47,462 shares; 2026Q2: 61,285 shares 61,285 $14.9M 0.98% +13,823 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,785 shares; 2024Q4: 38,866 shares; 2025Q1: 38,639 shares; 2025Q2: 38,474 shares; 2025Q3: 40,164 shares; 2025Q4: 42,161 shares; 2026Q1: 35,938 shares; 2026Q2: 39,024 shares 39,024 $14.7M 0.97% +3,086 Timeline RXT RACKSPACE TECHNOLOGY INC More: the full row for RACKSPACE TECHNOLOGY 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: 224,000 shares; 2026Q2: 2,173,359 shares 2,173,359 $14.2M 0.94% +1,949,359 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,156 shares; 2024Q4: 63,612 shares; 2025Q1: 53,524 shares; 2025Q2: 49,662 shares; 2025Q3: 23,998 shares; 2025Q4: 57,117 shares; 2026Q1: 52,427 shares; 2026Q2: 38,126 shares 38,126 $14M 0.93% -14,301 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,866 shares; 2024Q4: 30,124 shares; 2025Q1: 28,401 shares; 2025Q2: 29,456 shares; 2025Q3: 33,214 shares; 2025Q4: 28,428 shares; 2026Q1: 29,234 shares; 2026Q2: 17,951 shares 17,951 $13.4M 0.89% -11,283 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,818 shares; 2024Q4: 26,388 shares; 2025Q1: 28,934 shares; 2025Q2: 22,284 shares; 2025Q3: 22,419 shares; 2025Q4: 22,461 shares; 2026Q1: 26,723 shares; 2026Q2: 106,547 shares 106,547 $13.2M 0.87% +79,824 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,392 shares; 2024Q4: 39,370 shares; 2025Q1: 30,057 shares; 2025Q2: 27,382 shares; 2025Q3: 27,377 shares; 2025Q4: 26,005 shares; 2026Q1: 25,283 shares; 2026Q2: 35,705 shares 35,705 $12.6M 0.83% +10,422 Timeline VOO 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: 63,148 shares; 2024Q4: 69,940 shares; 2025Q1: 34,117 shares; 2025Q2: 30,843 shares; 2025Q3: 30,592 shares; 2025Q4: 21,623 shares; 2026Q1: 17,068 shares; 2026Q2: 17,102 shares 17,102 $11.7M 0.78% +34 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,775 shares; 2024Q4: 5,207 shares; 2025Q1: 19,037 shares; 2025Q2: 11,731 shares; 2025Q3: 16,211 shares; 2025Q4: 18,450 shares; 2026Q1: 13,364 shares; 2026Q2: 24,238 shares 24,238 $11.6M 0.77% +10,874 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,447 shares; 2024Q4: 16,851 shares; 2025Q1: 87,894 shares; 2025Q2: 105,226 shares; 2025Q3: 110,565 shares; 2025Q4: 108,069 shares; 2026Q1: 121,485 shares; 2026Q2: 98,406 shares 98,406 $11.5M 0.76% -23,079 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,684 shares; 2024Q4: 131,672 shares; 2025Q1: 147,858 shares; 2025Q2: 153,041 shares; 2025Q3: 161,483 shares; 2025Q4: 168,565 shares; 2026Q1: 156,282 shares; 2026Q2: 157,066 shares 157,066 $11.2M 0.74% +784 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,544 shares; 2024Q4: 35,383 shares; 2025Q1: 67,873 shares; 2025Q2: 36,728 shares; 2025Q3: 38,929 shares; 2025Q4: 31,209 shares; 2026Q1: 30,882 shares; 2026Q2: 34,011 shares 34,011 $11.1M 0.74% +3,129 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,165 shares; 2024Q4: 8,228 shares; 2025Q1: 10,889 shares; 2025Q2: 9,417 shares; 2025Q3: 3,394 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,831 shares 14,831 $10.7M 0.71% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,705 shares; 2024Q4: 20,468 shares; 2025Q1: 26,100 shares; 2025Q2: 25,496 shares; 2025Q3: 21,393 shares; 2025Q4: 28,474 shares; 2026Q1: 23,600 shares; 2026Q2: 25,318 shares 25,318 $10.6M 0.7% +1,718 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,552 shares; 2024Q4: 68,246 shares; 2025Q1: 69,625 shares; 2025Q2: 71,040 shares; 2025Q3: 75,500 shares; 2025Q4: 80,465 shares; 2026Q1: 75,930 shares; 2026Q2: 77,013 shares 77,013 $10.5M 0.7% +1,083 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,327 shares; 2024Q4: 17,799 shares; 2025Q1: 18,085 shares; 2025Q2: 15,334 shares; 2025Q3: 17,043 shares; 2025Q4: 15,732 shares; 2026Q1: 12,709 shares; 2026Q2: 13,835 shares 13,835 $10.4M 0.69% +1,126 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: 25,282 shares; 2024Q4: 25,461 shares; 2025Q1: 27,494 shares; 2025Q2: 29,144 shares; 2025Q3: 30,124 shares; 2025Q4: 32,206 shares; 2026Q1: 42,163 shares; 2026Q2: 41,724 shares 41,724 $10.3M 0.68% -439 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,765 shares; 2024Q4: 9,764 shares; 2025Q1: 10,165 shares; 2025Q2: 50,923 shares; 2025Q3: 50,917 shares; 2025Q4: 50,683 shares; 2026Q1: 51,138 shares; 2026Q2: 52,926 shares 52,926 $10M 0.66% +1,788 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,289 shares; 2024Q4: 16,718 shares; 2025Q1: 19,721 shares; 2025Q2: 16,686 shares; 2025Q3: 19,566 shares; 2025Q4: 16,927 shares; 2026Q1: 16,077 shares; 2026Q2: 17,687 shares 17,687 $9.96M 0.66% +1,610 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,015 shares; 2024Q4: 26,635 shares; 2025Q1: 27,378 shares; 2025Q2: 28,082 shares; 2025Q3: 28,306 shares; 2025Q4: 31,326 shares; 2026Q1: 29,826 shares; 2026Q2: 33,099 shares 33,099 $9.94M 0.66% +3,273 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,461 shares; 2024Q4: 149,673 shares; 2025Q1: 166,893 shares; 2025Q2: 171,159 shares; 2025Q3: 187,667 shares; 2025Q4: 195,486 shares; 2026Q1: 194,586 shares; 2026Q2: 193,973 shares 193,973 $9.77M 0.65% -613 Timeline QQQM 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: 7,875 shares; 2024Q4: 12,753 shares; 2025Q1: 11,263 shares; 2025Q2: 30,786 shares; 2025Q3: 39,764 shares; 2025Q4: 61,571 shares; 2026Q1: 22,055 shares; 2026Q2: 31,588 shares 31,588 $9.57M 0.63% +9,533 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: 84,940 shares; 2024Q4: 51,857 shares; 2025Q1: 89,527 shares; 2025Q2: 77,884 shares; 2025Q3: 81,525 shares; 2025Q4: 98,617 shares; 2026Q1: 90,540 shares; 2026Q2: 85,670 shares 85,670 $9.45M 0.62% -4,870 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,466 shares; 2024Q4: 35,052 shares; 2025Q1: 35,295 shares; 2025Q2: 36,125 shares; 2025Q3: 36,852 shares; 2025Q4: 37,281 shares; 2026Q1: 32,857 shares; 2026Q2: 32,986 shares 32,986 $8.92M 0.59% +129 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,288 shares; 2024Q4: 26,386 shares; 2025Q1: 4,442 shares; 2025Q2: 3,027 shares; 2025Q3: 20,641 shares; 2025Q4: 15,988 shares; 2026Q1: 12,614 shares; 2026Q2: 17,746 shares 17,746 $8.88M 0.59% +5,132 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,130 shares; 2024Q4: 14,373 shares; 2025Q1: 18,814 shares; 2025Q2: 34,425 shares; 2025Q3: 35,295 shares; 2025Q4: 35,103 shares; 2026Q1: 31,154 shares; 2026Q2: 31,320 shares 31,320 $8.81M 0.58% +166 Timeline AKRE 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: not reported; 2025Q3: not reported; 2025Q4: 152,801 shares; 2026Q1: 163,525 shares; 2026Q2: 164,821 shares 164,821 $8.77M 0.58% +1,296 Timeline SPYG 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: 95,218 shares; 2024Q4: 141,575 shares; 2025Q1: 152,317 shares; 2025Q2: 155,152 shares; 2025Q3: 146,859 shares; 2025Q4: 83,105 shares; 2026Q1: 71,471 shares; 2026Q2: 71,073 shares 71,073 $8.46M 0.56% -398 Timeline FLTR 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: 812,947 shares; 2024Q4: 828,550 shares; 2025Q1: 893,032 shares; 2025Q2: 968,806 shares; 2025Q3: 587,605 shares; 2025Q4: 604,526 shares; 2026Q1: 324,608 shares; 2026Q2: 325,376 shares 325,376 $8.33M 0.55% +768 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 517,830 shares; 2024Q4: 521,634 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 553,783 shares; 2026Q1: 533,912 shares; 2026Q2: 528,076 shares 528,076 $8.02M 0.53% -5,836 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,786 shares; 2024Q4: 31,231 shares; 2025Q1: 31,817 shares; 2025Q2: 30,556 shares; 2025Q3: 30,689 shares; 2025Q4: 32,573 shares; 2026Q1: 30,797 shares; 2026Q2: 31,600 shares 31,600 $7.95M 0.53% +803 Timeline AVEM 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: 49,769 shares; 2026Q2: 81,833 shares 81,833 $7.9M 0.52% +32,064 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,291 shares; 2024Q4: 60,292 shares; 2025Q1: 68,026 shares; 2025Q2: 78,622 shares; 2025Q3: 64,032 shares; 2025Q4: 62,242 shares; 2026Q1: 71,317 shares; 2026Q2: 68,895 shares 68,895 $7.8M 0.52% -2,422 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,662 shares; 2024Q4: 300,819 shares; 2025Q1: 311,191 shares; 2025Q2: 223,301 shares; 2025Q3: 229,206 shares; 2025Q4: 224,645 shares; 2026Q1: 159,438 shares; 2026Q2: 251,786 shares 251,786 $7.79M 0.51% +92,348 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,764 shares; 2024Q4: 22,423 shares; 2025Q1: 21,313 shares; 2025Q2: 20,533 shares; 2025Q3: 22,328 shares; 2025Q4: 22,053 shares; 2026Q1: 23,051 shares; 2026Q2: 22,417 shares 22,417 $7.69M 0.51% -634 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,924 shares; 2024Q4: 42,236 shares; 2025Q1: 45,997 shares; 2025Q2: 57,420 shares; 2025Q3: 59,559 shares; 2025Q4: 61,438 shares; 2026Q1: 60,907 shares; 2026Q2: 60,581 shares 60,581 $7.54M 0.5% -326 Timeline SPSM 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: 41,443 shares; 2024Q4: 41,281 shares; 2025Q1: 46,336 shares; 2025Q2: 22,478 shares; 2025Q3: 34,458 shares; 2025Q4: 32,323 shares; 2026Q1: 30,521 shares; 2026Q2: 128,638 shares 128,638 $7.42M 0.49% +98,117 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,000 shares; 2024Q4: 37,487 shares; 2025Q1: 37,365 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 245,564 shares; 2026Q1: 279,934 shares; 2026Q2: 286,252 shares 286,252 $7.34M 0.49% +6,318 Timeline SPMD 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: 5,140 shares; 2024Q4: 10,494 shares; 2025Q1: 9,142 shares; 2025Q2: 9,087 shares; 2025Q3: 12,359 shares; 2025Q4: 12,953 shares; 2026Q1: 29,052 shares; 2026Q2: 105,895 shares 105,895 $7.15M 0.47% +76,843 Timeline VTI 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: 16,112 shares; 2024Q4: 15,286 shares; 2025Q1: 16,526 shares; 2025Q2: 15,881 shares; 2025Q3: 18,104 shares; 2025Q4: 18,871 shares; 2026Q1: 18,809 shares; 2026Q2: 18,199 shares 18,199 $6.73M 0.45% -610 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,186 shares; 2025Q1: 3,059 shares; 2025Q2: 3,458 shares; 2025Q3: 6,867 shares; 2025Q4: 23,490 shares; 2026Q1: 13,174 shares; 2026Q2: 15,267 shares 15,267 $6.62M 0.44% +2,093 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,785 shares; 2024Q4: 37,717 shares; 2025Q1: 29,064 shares; 2025Q2: 28,803 shares; 2025Q3: 28,732 shares; 2025Q4: 28,554 shares; 2026Q1: 28,029 shares; 2026Q2: 27,948 shares 27,948 $6.61M 0.44% -81 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: 9,356 shares; 2024Q4: 9,217 shares; 2025Q1: 8,740 shares; 2025Q2: 7,170 shares; 2025Q3: 7,037 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74,072 shares 74,072 $6.15M 0.41% new Timeline XLK 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: 8,945 shares; 2024Q4: 8,392 shares; 2025Q1: 10,550 shares; 2025Q2: 11,824 shares; 2025Q3: 14,954 shares; 2025Q4: 31,554 shares; 2026Q1: 30,086 shares; 2026Q2: 32,288 shares 32,288 $6.15M 0.41% +2,202 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,218 shares; 2024Q4: 21,551 shares; 2025Q1: 17,960 shares; 2025Q2: 17,662 shares; 2025Q3: 22,180 shares; 2025Q4: 19,882 shares; 2026Q1: 18,804 shares; 2026Q2: 17,182 shares 17,182 $6.06M 0.4% -1,622 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,772 shares; 2024Q4: 74,033 shares; 2025Q1: 84,325 shares; 2025Q2: 54,382 shares; 2025Q3: 54,890 shares; 2025Q4: 54,944 shares; 2026Q1: 54,123 shares; 2026Q2: 105,695 shares 105,695 $6.02M 0.4% +51,572 Timeline FLDR 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: 67,752 shares; 2024Q4: 69,131 shares; 2025Q1: 77,224 shares; 2025Q2: 92,754 shares; 2025Q3: 101,110 shares; 2025Q4: 106,151 shares; 2026Q1: 120,505 shares; 2026Q2: 119,876 shares 119,876 $6.01M 0.4% -629 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,201 shares; 2024Q4: 89,559 shares; 2025Q1: 91,834 shares; 2025Q2: 84,763 shares; 2025Q3: 84,823 shares; 2025Q4: 80,553 shares; 2026Q1: 61,437 shares; 2026Q2: 59,457 shares 59,457 $5.89M 0.39% -1,980 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,324 shares; 2024Q4: 117,999 shares; 2025Q1: 121,027 shares; 2025Q2: 121,904 shares; 2025Q3: 130,936 shares; 2025Q4: 133,729 shares; 2026Q1: 137,010 shares; 2026Q2: 137,223 shares 137,223 $5.88M 0.39% +213 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,631 shares; 2024Q4: 5,975 shares; 2025Q1: 7,259 shares; 2025Q2: 10,312 shares; 2025Q3: 13,693 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,124 shares 10,124 $5.88M 0.39% new Timeline VTV 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: 6,095 shares; 2024Q4: 15,739 shares; 2025Q1: 20,066 shares; 2025Q2: 25,825 shares; 2025Q3: 31,323 shares; 2025Q4: 26,964 shares; 2026Q1: 25,336 shares; 2026Q2: 25,650 shares 25,650 $5.59M 0.37% +314 Timeline VWO 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: 98,526 shares; 2024Q4: 90,088 shares; 2025Q1: 116,510 shares; 2025Q2: 120,283 shares; 2025Q3: 123,144 shares; 2025Q4: 182,545 shares; 2026Q1: 117,114 shares; 2026Q2: 91,637 shares 91,637 $5.47M 0.36% -25,477 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,350 shares; 2024Q4: 53,775 shares; 2025Q1: 57,902 shares; 2025Q2: 63,394 shares; 2025Q3: 76,184 shares; 2025Q4: 75,483 shares; 2026Q1: 68,474 shares; 2026Q2: 65,184 shares 65,184 $5.4M 0.36% -3,290 Timeline XMMO 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: 5,367 shares; 2024Q4: 6,432 shares; 2025Q1: 6,430 shares; 2025Q2: 19,570 shares; 2025Q3: 23,632 shares; 2025Q4: 26,942 shares; 2026Q1: not reported; 2026Q2: 30,636 shares 30,636 $5.21M 0.34% new Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES 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: 377,169 shares; 2026Q1: 437,265 shares; 2026Q2: 440,153 shares 440,153 $5.13M 0.34% +2,888 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,247 shares; 2024Q4: 108,154 shares; 2025Q1: 113,466 shares; 2025Q2: 130,279 shares; 2025Q3: 135,952 shares; 2025Q4: 143,397 shares; 2026Q1: 116,404 shares; 2026Q2: 113,896 shares 113,896 $5.08M 0.34% -2,508 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,047 shares; 2026Q2: 72,482 shares 72,482 $5.05M 0.33% +14,435 Timeline HCMT 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: 18,172 shares; 2024Q4: 53,100 shares; 2025Q1: 67,907 shares; 2025Q2: 80,899 shares; 2025Q3: 134,914 shares; 2025Q4: 144,720 shares; 2026Q1: 132,580 shares; 2026Q2: 119,649 shares 119,649 $5.02M 0.33% -12,931 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136,646 shares; 2025Q3: 135,023 shares; 2025Q4: 139,500 shares; 2026Q1: 130,508 shares; 2026Q2: 157,722 shares 157,722 $5.01M 0.33% +27,214 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,193 shares; 2024Q4: 56,121 shares; 2025Q1: 52,567 shares; 2025Q2: 53,399 shares; 2025Q3: 9,749 shares; 2025Q4: 57,373 shares; 2026Q1: 59,390 shares; 2026Q2: 60,779 shares 60,779 $4.99M 0.33% +1,389 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: 102,995 shares; 2024Q4: 133,628 shares; 2025Q1: 123,058 shares; 2025Q2: 129,431 shares; 2025Q3: 131,070 shares; 2025Q4: 134,315 shares; 2026Q1: 82,370 shares; 2026Q2: 81,138 shares 81,138 $4.93M 0.33% -1,232 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,409 shares; 2024Q4: 34,385 shares; 2025Q1: 32,730 shares; 2025Q2: 33,400 shares; 2025Q3: 34,747 shares; 2025Q4: 39,274 shares; 2026Q1: 51,371 shares; 2026Q2: 37,010 shares 37,010 $4.76M 0.31% -14,361 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,600 shares; 2024Q4: 79,149 shares; 2025Q1: 70,228 shares; 2025Q2: 67,152 shares; 2025Q3: 72,897 shares; 2025Q4: 76,265 shares; 2026Q1: 62,426 shares; 2026Q2: 61,846 shares 61,846 $4.69M 0.31% -580 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 490,947 shares; 2025Q1: 1,065,432 shares; 2025Q2: 408,874 shares; 2025Q3: 274,725 shares; 2025Q4: 189,103 shares; 2026Q1: 174,268 shares; 2026Q2: 125,486 shares 125,486 $4.68M 0.31% -48,782 Timeline PSI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,741 shares; 2025Q3: 42,262 shares; 2025Q4: 39,496 shares; 2026Q1: not reported; 2026Q2: 24,913 shares 24,913 $4.68M 0.31% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,816 shares; 2024Q4: 12,670 shares; 2025Q1: 36,415 shares; 2025Q2: 17,816 shares; 2025Q3: 19,724 shares; 2025Q4: 23,970 shares; 2026Q1: 28,066 shares; 2026Q2: 45,878 shares 45,878 $4.62M 0.31% +17,812 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,754 shares; 2024Q4: not reported; 2025Q1: 9,609 shares; 2025Q2: 12,718 shares; 2025Q3: 13,780 shares; 2025Q4: 24,331 shares; 2026Q1: 15,407 shares; 2026Q2: 32,683 shares 32,683 $4.56M 0.3% +17,276 Timeline 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: 57,482 shares; 2024Q4: 58,653 shares; 2025Q1: 70,766 shares; 2025Q2: 81,782 shares; 2025Q3: 117,641 shares; 2025Q4: 81,302 shares; 2026Q1: 89,794 shares; 2026Q2: 84,277 shares 84,277 $4.51M 0.3% -5,517 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,658 shares; 2024Q4: 16,746 shares; 2025Q1: 12,888 shares; 2025Q2: 12,617 shares; 2025Q3: 111,819 shares; 2025Q4: 114,989 shares; 2026Q1: 105,081 shares; 2026Q2: 116,948 shares 116,948 $4.47M 0.3% +11,867 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,252 shares; 2024Q4: 25,401 shares; 2025Q1: 32,227 shares; 2025Q2: 58,970 shares; 2025Q3: 59,876 shares; 2025Q4: 62,399 shares; 2026Q1: 65,093 shares; 2026Q2: 62,934 shares 62,934 $4.41M 0.29% -2,159 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,038 shares; 2024Q4: 34,067 shares; 2025Q1: 34,223 shares; 2025Q2: 36,009 shares; 2025Q3: 36,489 shares; 2025Q4: 34,757 shares; 2026Q1: 34,878 shares; 2026Q2: 37,515 shares 37,515 $4.41M 0.29% +2,637 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600,039 shares; 2024Q4: 322,546 shares; 2025Q1: 323,401 shares; 2025Q2: 310,918 shares; 2025Q3: 296,531 shares; 2025Q4: 308,048 shares; 2026Q1: 317,688 shares; 2026Q2: 319,601 shares 319,601 $4.19M 0.28% +1,913 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: 24,345 shares 24,345 $4.16M 0.27% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,999 shares; 2024Q4: 4,193 shares; 2025Q1: 5,045 shares; 2025Q2: 5,098 shares; 2025Q3: 5,098 shares; 2025Q4: 17,684 shares; 2026Q1: not reported; 2026Q2: 16,036 shares 16,036 $4.04M 0.27% new Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM 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: 21,624 shares 21,624 $4.04M 0.27% new 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: 47,213 shares; 2024Q4: 80,195 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124,509 shares; 2026Q1: 62,620 shares; 2026Q2: 58,902 shares 58,902 $4.04M 0.27% -3,718 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,843 shares; 2024Q4: 48,778 shares; 2025Q1: 70,350 shares; 2025Q2: 113,701 shares; 2025Q3: 127,136 shares; 2025Q4: 137,667 shares; 2026Q1: 72,662 shares; 2026Q2: 76,035 shares 76,035 $3.94M 0.26% +3,373 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: 20,158 shares; 2024Q4: 19,920 shares; 2025Q1: 19,962 shares; 2025Q2: 19,683 shares; 2025Q3: 19,674 shares; 2025Q4: 47,662 shares; 2026Q1: not reported; 2026Q2: 24,155 shares 24,155 $3.82M 0.25% new Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 613,015 shares; 2024Q4: 1,090,155 shares; 2025Q1: 993,187 shares; 2025Q2: 950,001 shares; 2025Q3: 913,265 shares; 2025Q4: 661,192 shares; 2026Q1: 657,981 shares; 2026Q2: 661,325 shares 661,325 $3.8M 0.25% +3,344 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,613 shares; 2024Q4: 44,241 shares; 2025Q1: 35,353 shares; 2025Q2: 39,848 shares; 2025Q3: 43,433 shares; 2025Q4: 44,596 shares; 2026Q1: 44,606 shares; 2026Q2: 46,554 shares 46,554 $3.78M 0.25% +1,948 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,159 shares; 2024Q4: 33,008 shares; 2025Q1: 30,068 shares; 2025Q2: 31,007 shares; 2025Q3: 31,255 shares; 2025Q4: 31,194 shares; 2026Q1: 31,256 shares; 2026Q2: 35,022 shares 35,022 $3.64M 0.24% +3,766 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,107 shares; 2024Q4: 198,084 shares; 2025Q1: 212,390 shares; 2025Q2: 159,456 shares; 2025Q3: 101,000 shares; 2025Q4: 77,002 shares; 2026Q1: 36,924 shares; 2026Q2: 37,594 shares 37,594 $3.56M 0.24% +670 Timeline IGM 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: 18,164 shares; 2025Q3: 25,452 shares; 2025Q4: 24,456 shares; 2026Q1: not reported; 2026Q2: 21,506 shares 21,506 $3.52M 0.23% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,112 shares; 2024Q4: 20,620 shares; 2025Q1: 21,441 shares; 2025Q2: 22,616 shares; 2025Q3: 22,010 shares; 2025Q4: 22,367 shares; 2026Q1: 20,295 shares; 2026Q2: 20,957 shares 20,957 $3.47M 0.23% +662 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: not reported; 2024Q4: 15,486 shares; 2025Q1: 19,750 shares; 2025Q2: 18,882 shares; 2025Q3: 16,303 shares; 2025Q4: 15,297 shares; 2026Q1: 13,179 shares; 2026Q2: 10,126 shares 10,126 $3.43M 0.23% -3,053 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,287 shares; 2024Q4: 270,711 shares; 2025Q1: 336,680 shares; 2025Q2: 258,637 shares; 2025Q3: 258,637 shares; 2025Q4: 312,398 shares; 2026Q1: 309,168 shares; 2026Q2: 383,427 shares 383,427 $3.43M 0.23% +74,259 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: 61,573 shares; 2024Q4: 88,644 shares; 2025Q1: 85,176 shares; 2025Q2: 75,797 shares; 2025Q3: 70,273 shares; 2025Q4: 70,095 shares; 2026Q1: 67,127 shares; 2026Q2: 74,112 shares 74,112 $3.42M 0.23% +6,985 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,328 shares; 2024Q4: 28,858 shares; 2025Q1: 32,460 shares; 2025Q2: 32,661 shares; 2025Q3: 33,710 shares; 2025Q4: 27,936 shares; 2026Q1: 24,823 shares; 2026Q2: 24,645 shares 24,645 $3.39M 0.22% -178 Timeline JCPB 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: 48,502 shares; 2024Q4: 70,935 shares; 2025Q1: 78,901 shares; 2025Q2: 79,184 shares; 2025Q3: 57,130 shares; 2025Q4: 58,852 shares; 2026Q1: 62,544 shares; 2026Q2: 71,921 shares 71,921 $3.38M 0.22% +9,377 Timeline KEX KIRBY CORP More: the full row for KIRBY 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: 21,070 shares; 2026Q2: 24,594 shares 24,594 $3.34M 0.22% +3,524 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,694 shares; 2024Q4: 63,126 shares; 2025Q1: 23,031 shares; 2025Q2: 19,103 shares; 2025Q3: 19,937 shares; 2025Q4: 23,388 shares; 2026Q1: 23,513 shares; 2026Q2: 22,412 shares 22,412 $3.32M 0.22% -1,101 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,917 shares; 2024Q4: 11,411 shares; 2025Q1: 13,660 shares; 2025Q2: 12,649 shares; 2025Q3: 12,885 shares; 2025Q4: 13,581 shares; 2026Q1: 22,872 shares; 2026Q2: 23,464 shares 23,464 $3.28M 0.22% +592 Timeline VO 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: 8,358 shares; 2024Q4: 15,884 shares; 2025Q1: 16,919 shares; 2025Q2: 16,111 shares; 2025Q3: 16,320 shares; 2025Q4: 11,181 shares; 2026Q1: not reported; 2026Q2: 40,459 shares 40,459 $3.26M 0.22% new Timeline QQQI 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: 10,254 shares; 2024Q4: 10,724 shares; 2025Q1: 11,146 shares; 2025Q2: 30,064 shares; 2025Q3: 43,379 shares; 2025Q4: 47,092 shares; 2026Q1: 57,796 shares; 2026Q2: 57,227 shares 57,227 $3.25M 0.22% -569 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: 14,054 shares; 2024Q4: 14,298 shares; 2025Q1: 16,977 shares; 2025Q2: 35,714 shares; 2025Q3: 51,710 shares; 2025Q4: 54,488 shares; 2026Q1: 62,516 shares; 2026Q2: 60,562 shares 60,562 $3.22M 0.21% -1,954 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,942 shares; 2024Q4: 21,645 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,590 shares; 2025Q4: 27,011 shares; 2026Q1: 23,721 shares; 2026Q2: 21,918 shares 21,918 $3.21M 0.21% -1,803 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 39,947 shares; 2025Q4: 112,195 shares; 2026Q1: 86,105 shares; 2026Q2: 108,541 shares 108,541 $3.17M 0.21% +22,436 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS 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: 33,837 shares; 2025Q4: 19,289 shares; 2026Q1: 18,873 shares; 2026Q2: 18,558 shares 18,558 $3.15M 0.21% -315 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: 19,101 shares; 2024Q4: 21,516 shares; 2025Q1: 22,671 shares; 2025Q2: 22,615 shares; 2025Q3: 23,961 shares; 2025Q4: 23,417 shares; 2026Q1: 24,339 shares; 2026Q2: 25,902 shares 25,902 $3.15M 0.21% +1,563 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,759 shares; 2024Q4: 86,772 shares; 2025Q1: 102,164 shares; 2025Q2: 107,384 shares; 2025Q3: 108,653 shares; 2025Q4: 113,986 shares; 2026Q1: 119,492 shares; 2026Q2: 129,520 shares 129,520 $3.12M 0.21% +10,028 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,246 shares; 2024Q4: 9,363 shares; 2025Q1: 9,317 shares; 2025Q2: 8,328 shares; 2025Q3: 10,294 shares; 2025Q4: 10,306 shares; 2026Q1: 13,526 shares; 2026Q2: 14,300 shares 14,300 $3.1M 0.2% +774 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,500 shares; 2025Q3: 41,580 shares; 2025Q4: 41,151 shares; 2026Q1: 42,021 shares; 2026Q2: 41,614 shares 41,614 $3.05M 0.2% -407 Timeline JHMM 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: 40,512 shares 40,512 $3.04M 0.2% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,436 shares; 2024Q4: 67,597 shares; 2025Q1: 68,502 shares; 2025Q2: 69,706 shares; 2025Q3: 71,230 shares; 2025Q4: 61,095 shares; 2026Q1: 57,419 shares; 2026Q2: 71,498 shares 71,498 $3.03M 0.2% +14,079 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,064 shares; 2024Q4: 50,878 shares; 2025Q1: 50,452 shares; 2025Q2: 31,847 shares; 2025Q3: 39,341 shares; 2025Q4: 32,105 shares; 2026Q1: 24,327 shares; 2026Q2: 25,866 shares 25,866 $3.02M 0.2% +1,539 Timeline TCHP 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: not reported; 2026Q1: 57,906 shares; 2026Q2: 59,854 shares 59,854 $3M 0.2% +1,948 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: 8,172 shares; 2024Q4: 7,803 shares; 2025Q1: 7,670 shares; 2025Q2: 6,684 shares; 2025Q3: 7,212 shares; 2025Q4: 21,416 shares; 2026Q1: 22,751 shares; 2026Q2: 25,282 shares 25,282 $2.97M 0.2% +2,531 Timeline FTSM 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: 46,262 shares; 2024Q4: 43,008 shares; 2025Q1: 50,013 shares; 2025Q2: 50,018 shares; 2025Q3: 50,049 shares; 2025Q4: 50,049 shares; 2026Q1: 49,909 shares; 2026Q2: 49,154 shares 49,154 $2.94M 0.19% -755 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,521 shares; 2024Q4: 24,233 shares; 2025Q1: 41,050 shares; 2025Q2: 28,031 shares; 2025Q3: 29,466 shares; 2025Q4: 32,532 shares; 2026Q1: 34,158 shares; 2026Q2: 35,504 shares 35,504 $2.93M 0.19% +1,346 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,333 shares; 2024Q4: 2,640 shares; 2025Q1: 2,011 shares; 2025Q2: 13,712 shares; 2025Q3: 16,266 shares; 2025Q4: 16,258 shares; 2026Q1: not reported; 2026Q2: 16,248 shares 16,248 $2.85M 0.19% new Timeline PWRD TCW ETF TRUST More: the full row for TCW 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: 22,853 shares; 2026Q2: 22,952 shares 22,952 $2.82M 0.19% +99 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,262 shares; 2024Q4: 38,801 shares; 2025Q1: 38,071 shares; 2025Q2: 48,796 shares; 2025Q3: 48,865 shares; 2025Q4: 32,205 shares; 2026Q1: 29,245 shares; 2026Q2: 29,185 shares 29,185 $2.82M 0.19% -60 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: 25,793 shares; 2024Q4: 46,423 shares; 2025Q1: 23,859 shares; 2025Q2: 23,869 shares; 2025Q3: 27,713 shares; 2025Q4: 26,517 shares; 2026Q1: 28,591 shares; 2026Q2: 27,952 shares 27,952 $2.82M 0.19% -639 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: 40,045 shares; 2024Q4: 42,181 shares; 2025Q1: 46,837 shares; 2025Q2: 49,449 shares; 2025Q3: 53,541 shares; 2025Q4: 55,524 shares; 2026Q1: 53,729 shares; 2026Q2: 66,095 shares 66,095 $2.8M 0.19% +12,366 Timeline CLOI 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: 19,162 shares; 2024Q4: 27,950 shares; 2025Q1: 28,615 shares; 2025Q2: 27,337 shares; 2025Q3: 97,611 shares; 2025Q4: 97,800 shares; 2026Q1: 50,878 shares; 2026Q2: 51,534 shares 51,534 $2.73M 0.18% +656 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: 24,843 shares; 2024Q4: 25,105 shares; 2025Q1: 22,670 shares; 2025Q2: 22,024 shares; 2025Q3: 24,554 shares; 2025Q4: 26,505 shares; 2026Q1: 27,545 shares; 2026Q2: 28,080 shares 28,080 $2.71M 0.18% +535 Timeline IDU 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: 37,486 shares; 2025Q2: 37,698 shares; 2025Q3: not reported; 2025Q4: 35,509 shares; 2026Q1: 60,100 shares; 2026Q2: 23,579 shares 23,579 $2.7M 0.18% -36,521 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,696 shares; 2024Q4: 45,940 shares; 2025Q1: 52,668 shares; 2025Q2: 55,228 shares; 2025Q3: 57,693 shares; 2025Q4: 60,897 shares; 2026Q1: 62,357 shares; 2026Q2: 61,677 shares 61,677 $2.7M 0.18% -680 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,729 shares; 2024Q4: 13,673 shares; 2025Q1: 13,685 shares; 2025Q2: 12,874 shares; 2025Q3: 14,014 shares; 2025Q4: 16,178 shares; 2026Q1: 37,063 shares; 2026Q2: 36,907 shares 36,907 $2.69M 0.18% -156 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,565 shares; 2024Q4: 74,181 shares; 2025Q1: 71,097 shares; 2025Q2: 71,873 shares; 2025Q3: 73,191 shares; 2025Q4: 82,970 shares; 2026Q1: 79,685 shares; 2026Q2: 82,955 shares 82,955 $2.65M 0.18% +3,270 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP 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: 26,444 shares 26,444 $2.65M 0.17% new 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: 4,929 shares; 2024Q4: 4,971 shares; 2025Q1: 5,556 shares; 2025Q2: 5,217 shares; 2025Q3: 10,706 shares; 2025Q4: 33,344 shares; 2026Q1: 11,907 shares; 2026Q2: 16,576 shares 16,576 $2.63M 0.17% +4,669 Timeline SPSB 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: 97,413 shares; 2024Q4: 71,145 shares; 2025Q1: 71,010 shares; 2025Q2: 72,367 shares; 2025Q3: 78,943 shares; 2025Q4: 79,597 shares; 2026Q1: 81,527 shares; 2026Q2: 86,410 shares 86,410 $2.59M 0.17% +4,883 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,693 shares; 2024Q4: 11,579 shares; 2025Q1: 12,011 shares; 2025Q2: 12,313 shares; 2025Q3: 12,663 shares; 2025Q4: 12,926 shares; 2026Q1: 12,780 shares; 2026Q2: 15,685 shares 15,685 $2.48M 0.16% +2,905 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 186,259 shares; 2026Q1: 194,153 shares; 2026Q2: 189,903 shares 189,903 $2.47M 0.16% -4,250 Timeline FDL 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: 42,847 shares; 2024Q4: 37,139 shares; 2025Q1: 37,339 shares; 2025Q2: 42,589 shares; 2025Q3: 43,914 shares; 2025Q4: 49,914 shares; 2026Q1: 54,044 shares; 2026Q2: 50,580 shares 50,580 $2.46M 0.16% -3,464 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,313 shares; 2024Q4: 16,124 shares; 2025Q1: 16,337 shares; 2025Q2: 16,902 shares; 2025Q3: 17,431 shares; 2025Q4: 17,269 shares; 2026Q1: 17,054 shares; 2026Q2: 18,163 shares 18,163 $2.46M 0.16% +1,109 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: 15,177 shares; 2024Q4: 15,916 shares; 2025Q1: 17,159 shares; 2025Q2: 17,525 shares; 2025Q3: 14,496 shares; 2025Q4: 38,580 shares; 2026Q1: 111,403 shares; 2026Q2: 53,405 shares 53,405 $2.42M 0.16% -57,998 Timeline GDX 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: 10,035 shares; 2024Q4: 10,618 shares; 2025Q1: 14,929 shares; 2025Q2: 12,227 shares; 2025Q3: 8,171 shares; 2025Q4: 29,109 shares; 2026Q1: 31,601 shares; 2026Q2: 31,651 shares 31,651 $2.39M 0.16% +50 Timeline UJUL 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: 21,701 shares; 2024Q4: 20,889 shares; 2025Q1: 18,686 shares; 2025Q2: 11,318 shares; 2025Q3: 61,914 shares; 2025Q4: 58,373 shares; 2026Q1: 58,380 shares; 2026Q2: 58,450 shares 58,450 $2.38M 0.16% +70 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,688 shares; 2024Q4: 10,370 shares; 2025Q1: 10,309 shares; 2025Q2: 10,462 shares; 2025Q3: 10,466 shares; 2025Q4: 10,951 shares; 2026Q1: 12,484 shares; 2026Q2: 13,102 shares 13,102 $2.37M 0.16% +618 Timeline DXJ 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: 7,570 shares; 2025Q4: 10,806 shares; 2026Q1: not reported; 2026Q2: 13,337 shares 13,337 $2.31M 0.15% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,836 shares; 2024Q4: 34,700 shares; 2025Q1: 35,490 shares; 2025Q2: 18,414 shares; 2025Q3: 19,224 shares; 2025Q4: 22,023 shares; 2026Q1: 30,955 shares; 2026Q2: 37,319 shares 37,319 $2.25M 0.15% +6,364 Timeline JDVI 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: 56,627 shares; 2026Q2: 58,218 shares 58,218 $2.25M 0.15% +1,591 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: not reported; 2024Q4: 12,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,071 shares; 2025Q4: 10,384 shares; 2026Q1: not reported; 2026Q2: 13,486 shares 13,486 $2.23M 0.15% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: not reported; 2026Q2: 13,031 shares 13,031 $2.21M 0.15% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,788 shares; 2024Q4: 226,904 shares; 2025Q1: 206,830 shares; 2025Q2: 206,174 shares; 2025Q3: 219,775 shares; 2025Q4: 219,863 shares; 2026Q1: 210,649 shares; 2026Q2: 208,580 shares 208,580 $2.19M 0.14% -2,069 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 901 shares; 2024Q4: 2,258 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,637 shares; 2025Q4: 19,954 shares; 2026Q1: 29,063 shares; 2026Q2: 30,114 shares 30,114 $2.15M 0.14% +1,051 Timeline HFND TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 14,992 shares; 2025Q4: 14,783 shares; 2026Q1: 22,755 shares; 2026Q2: 86,284 shares 86,284 $2.12M 0.14% +63,529 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 261,889 shares; 2026Q2: 154,638 shares 154,638 $2.05M 0.14% -107,251 Timeline FTSL 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: 36,856 shares; 2024Q4: 41,902 shares; 2025Q1: 42,390 shares; 2025Q2: 43,060 shares; 2025Q3: 44,616 shares; 2025Q4: 44,263 shares; 2026Q1: 44,621 shares; 2026Q2: 45,067 shares 45,067 $2.02M 0.13% +446 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,427 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70,621 shares 70,621 $2.01M 0.13% new Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE 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: 67,158 shares 67,158 $2M 0.13% new Timeline AVDV 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: 19,368 shares; 2025Q3: 19,771 shares; 2025Q4: 19,726 shares; 2026Q1: 19,779 shares; 2026Q2: 19,299 shares 19,299 $1.99M 0.13% -480 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,204 shares; 2024Q4: 15,500 shares; 2025Q1: 16,348 shares; 2025Q2: 18,936 shares; 2025Q3: 19,402 shares; 2025Q4: 20,874 shares; 2026Q1: 17,702 shares; 2026Q2: 19,007 shares 19,007 $1.98M 0.13% +1,305 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 25,590 shares 25,590 $1.89M 0.12% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,337 shares; 2024Q4: 99,118 shares; 2025Q1: 24,722 shares; 2025Q2: 18,733 shares; 2025Q3: 21,608 shares; 2025Q4: 22,896 shares; 2026Q1: 24,783 shares; 2026Q2: 24,450 shares 24,450 $1.89M 0.12% -333 Timeline JMEE 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: 6,493 shares; 2024Q4: 9,326 shares; 2025Q1: 8,735 shares; 2025Q2: 8,886 shares; 2025Q3: 8,882 shares; 2025Q4: not reported; 2026Q1: 23,066 shares; 2026Q2: 23,912 shares 23,912 $1.87M 0.12% +846 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: not reported; 2024Q4: not reported; 2025Q1: 5,188 shares; 2025Q2: 6,756 shares; 2025Q3: 8,381 shares; 2025Q4: 11,881 shares; 2026Q1: 31,435 shares; 2026Q2: 32,387 shares 32,387 $1.83M 0.12% +952 Timeline SPLB 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: not reported; 2025Q4: 68,778 shares; 2026Q1: 75,872 shares; 2026Q2: 80,207 shares 80,207 $1.8M 0.12% +4,335 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,603 shares; 2024Q4: 33,493 shares; 2025Q1: 48,173 shares; 2025Q2: 48,606 shares; 2025Q3: 57,491 shares; 2025Q4: 55,769 shares; 2026Q1: 76,409 shares; 2026Q2: 78,677 shares 78,677 $1.79M 0.12% +2,268 Timeline SNEX STONEX GROUP INC More: the full row for STONEX 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,094 shares 15,094 $1.79M 0.12% new Timeline BBLU EA SERIES TRUST More: the full row for EA 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: 93,023 shares; 2025Q4: 99,668 shares; 2026Q1: 102,121 shares; 2026Q2: 107,637 shares 107,637 $1.78M 0.12% +5,516 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,209 shares; 2024Q4: 18,451 shares; 2025Q1: 30,062 shares; 2025Q2: 30,532 shares; 2025Q3: 29,631 shares; 2025Q4: 19,060 shares; 2026Q1: 17,620 shares; 2026Q2: 18,163 shares 18,163 $1.74M 0.11% +543 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,964 shares; 2024Q4: 10,749 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 94,693 shares 94,693 $1.69M 0.11% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,873 shares; 2024Q4: 20,821 shares; 2025Q1: 21,423 shares; 2025Q2: 21,808 shares; 2025Q3: 22,859 shares; 2025Q4: 21,825 shares; 2026Q1: 22,402 shares; 2026Q2: 23,479 shares 23,479 $1.69M 0.11% +1,077 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: 10,610 shares; 2024Q4: 12,364 shares; 2025Q1: 12,456 shares; 2025Q2: 13,420 shares; 2025Q3: 13,996 shares; 2025Q4: 15,988 shares; 2026Q1: 14,461 shares; 2026Q2: 15,460 shares 15,460 $1.67M 0.11% +999 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: 9,112 shares; 2024Q4: 9,603 shares; 2025Q1: 9,881 shares; 2025Q2: 12,841 shares; 2025Q3: 12,297 shares; 2025Q4: not reported; 2026Q1: 13,989 shares; 2026Q2: 14,076 shares 14,076 $1.66M 0.11% +87 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,752 shares; 2024Q4: 26,050 shares; 2025Q1: 39,013 shares; 2025Q2: 17,289 shares; 2025Q3: 15,592 shares; 2025Q4: 15,203 shares; 2026Q1: 13,660 shares; 2026Q2: 14,961 shares 14,961 $1.64M 0.11% +1,301 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 47,545 shares; 2025Q4: 47,364 shares; 2026Q1: 56,354 shares; 2026Q2: 58,269 shares 58,269 $1.61M 0.11% +1,915 Timeline CWB 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,825 shares 14,825 $1.6M 0.11% new Timeline VGT 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: 1,149 shares; 2024Q4: 1,769 shares; 2025Q1: 1,458 shares; 2025Q2: 1,286 shares; 2025Q3: 1,378 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,292 shares 13,292 $1.59M 0.11% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,064 shares; 2024Q4: 10,348 shares; 2025Q1: 10,098 shares; 2025Q2: 10,969 shares; 2025Q3: 11,491 shares; 2025Q4: 10,172 shares; 2026Q1: not reported; 2026Q2: 10,179 shares 10,179 $1.54M 0.1% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,866 shares; 2024Q4: 58,929 shares; 2025Q1: 60,643 shares; 2025Q2: 61,192 shares; 2025Q3: 61,162 shares; 2025Q4: 63,231 shares; 2026Q1: 64,974 shares; 2026Q2: 74,149 shares 74,149 $1.53M 0.1% +9,175 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,528 shares; 2025Q3: 20,614 shares; 2025Q4: 21,008 shares; 2026Q1: 21,011 shares; 2026Q2: 21,110 shares 21,110 $1.51M 0.1% +99 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: not reported; 2025Q1: 12,145 shares; 2025Q2: 10,451 shares; 2025Q3: 10,548 shares; 2025Q4: 79,956 shares; 2026Q1: 88,559 shares; 2026Q2: 56,845 shares 56,845 $1.51M 0.1% -31,714 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,002 shares; 2024Q4: 16,577 shares; 2025Q1: 16,867 shares; 2025Q2: 15,372 shares; 2025Q3: 20,607 shares; 2025Q4: 21,447 shares; 2026Q1: 24,193 shares; 2026Q2: 29,323 shares 29,323 $1.5M 0.1% +5,130 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: 12,875 shares; 2024Q4: 19,329 shares; 2025Q1: 19,332 shares; 2025Q2: 20,154 shares; 2025Q3: 20,006 shares; 2025Q4: 20,001 shares; 2026Q1: 54,666 shares; 2026Q2: 17,056 shares 17,056 $1.48M 0.1% -37,610 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,517 shares; 2024Q4: 22,450 shares; 2025Q1: 22,802 shares; 2025Q2: 15,946 shares; 2025Q3: 16,245 shares; 2025Q4: 16,358 shares; 2026Q1: 16,060 shares; 2026Q2: 16,273 shares 16,273 $1.48M 0.1% +213 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,587 shares; 2024Q4: 13,596 shares; 2025Q1: 14,348 shares; 2025Q2: 13,879 shares; 2025Q3: 14,033 shares; 2025Q4: 13,191 shares; 2026Q1: 12,233 shares; 2026Q2: 12,416 shares 12,416 $1.47M 0.1% +183 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: 13,649 shares; 2024Q4: 14,772 shares; 2025Q1: 16,414 shares; 2025Q2: 16,422 shares; 2025Q3: 17,050 shares; 2025Q4: 18,553 shares; 2026Q1: 17,128 shares; 2026Q2: 17,352 shares 17,352 $1.47M 0.1% +224 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,527 shares; 2024Q4: 13,980 shares; 2025Q1: 14,142 shares; 2025Q2: 14,902 shares; 2025Q3: 16,726 shares; 2025Q4: 16,663 shares; 2026Q1: 14,761 shares; 2026Q2: 15,446 shares 15,446 $1.46M 0.1% +685 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: 19,068 shares; 2024Q4: 15,504 shares; 2025Q1: 21,632 shares; 2025Q2: 15,686 shares; 2025Q3: 14,685 shares; 2025Q4: 17,998 shares; 2026Q1: 16,998 shares; 2026Q2: 13,509 shares 13,509 $1.45M 0.1% -3,489 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: not reported; 2024Q4: not reported; 2025Q1: 2,715 shares; 2025Q2: 2,547 shares; 2025Q3: 3,011 shares; 2025Q4: not reported; 2026Q1: 10,056 shares; 2026Q2: 10,024 shares 10,024 $1.45M 0.1% -32 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: 2,666 shares; 2024Q4: 4,923 shares; 2025Q1: 4,591 shares; 2025Q2: 4,568 shares; 2025Q3: 4,394 shares; 2025Q4: 13,786 shares; 2026Q1: 13,151 shares; 2026Q2: 13,163 shares 13,163 $1.44M 0.1% +12 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: 59,993 shares; 2024Q4: 41,278 shares; 2025Q1: 64,562 shares; 2025Q2: 32,044 shares; 2025Q3: 48,414 shares; 2025Q4: 55,100 shares; 2026Q1: 46,738 shares; 2026Q2: 54,814 shares 54,814 $1.44M 0.1% +8,076 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: 15,686 shares; 2024Q4: 20,611 shares; 2025Q1: 26,384 shares; 2025Q2: 28,186 shares; 2025Q3: 30,843 shares; 2025Q4: 34,117 shares; 2026Q1: 20,957 shares; 2026Q2: 20,655 shares 20,655 $1.4M 0.09% -302 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: 121,048 shares; 2024Q4: 114,057 shares; 2025Q1: 143,945 shares; 2025Q2: 19,693 shares; 2025Q3: 26,099 shares; 2025Q4: 26,992 shares; 2026Q1: 26,776 shares; 2026Q2: 16,062 shares 16,062 $1.39M 0.09% -10,714 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,555 shares; 2024Q4: 1,833 shares; 2025Q1: 1,795 shares; 2025Q2: 1,757 shares; 2025Q3: 1,458 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,815 shares 13,815 $1.37M 0.09% new Timeline COPY 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: 20,035 shares; 2026Q1: 36,915 shares; 2026Q2: 92,620 shares 92,620 $1.36M 0.09% +55,705 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,222 shares; 2024Q4: 5,663 shares; 2025Q1: 5,317 shares; 2025Q2: 4,501 shares; 2025Q3: 4,411 shares; 2025Q4: not reported; 2026Q1: 15,058 shares; 2026Q2: 14,492 shares 14,492 $1.36M 0.09% -566 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,035 shares; 2024Q4: 8,325 shares; 2025Q1: 7,583 shares; 2025Q2: 9,372 shares; 2025Q3: 15,869 shares; 2025Q4: 13,528 shares; 2026Q1: 14,592 shares; 2026Q2: 14,129 shares 14,129 $1.35M 0.09% -463 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,053 shares; 2024Q4: 38,539 shares; 2025Q1: 37,971 shares; 2025Q2: 38,826 shares; 2025Q3: 38,653 shares; 2025Q4: 40,180 shares; 2026Q1: 75,004 shares; 2026Q2: 70,409 shares 70,409 $1.35M 0.09% -4,595 Timeline HFGM TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 9,555 shares; 2025Q4: not reported; 2026Q1: 14,211 shares; 2026Q2: 43,811 shares 43,811 $1.34M 0.09% +29,600 Timeline SPHY 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: 15,681 shares; 2024Q4: 41,593 shares; 2025Q1: 31,049 shares; 2025Q2: 49,650 shares; 2025Q3: 52,900 shares; 2025Q4: 53,130 shares; 2026Q1: 54,558 shares; 2026Q2: 55,708 shares 55,708 $1.31M 0.09% +1,150 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 60,100 shares 60,100 $1.3M 0.09% new 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: 18,104 shares; 2024Q4: 17,428 shares; 2025Q1: 17,982 shares; 2025Q2: 18,336 shares; 2025Q3: 17,408 shares; 2025Q4: 17,074 shares; 2026Q1: 17,524 shares; 2026Q2: 18,025 shares 18,025 $1.29M 0.09% +501 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: 1,446 shares; 2024Q4: 2,044 shares; 2025Q1: 3,907 shares; 2025Q2: 4,873 shares; 2025Q3: 5,350 shares; 2025Q4: 10,888 shares; 2026Q1: 10,748 shares; 2026Q2: 10,971 shares 10,971 $1.29M 0.09% +223 Timeline VCSH 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: 22,714 shares; 2024Q4: 23,111 shares; 2025Q1: 20,966 shares; 2025Q2: 21,886 shares; 2025Q3: 25,439 shares; 2025Q4: 21,043 shares; 2026Q1: 16,854 shares; 2026Q2: 16,198 shares 16,198 $1.28M 0.08% -656 Timeline SH 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: 225,517 shares; 2025Q1: 259,155 shares; 2025Q2: 245,630 shares; 2025Q3: not reported; 2025Q4: 285,212 shares; 2026Q1: 286,134 shares; 2026Q2: 38,706 shares 38,706 $1.28M 0.08% -247,428 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,244 shares; 2024Q4: 21,171 shares; 2025Q1: 21,702 shares; 2025Q2: 21,664 shares; 2025Q3: 22,038 shares; 2025Q4: 21,609 shares; 2026Q1: 21,110 shares; 2026Q2: 17,092 shares 17,092 $1.27M 0.08% -4,018 Timeline IQLT 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: 26,246 shares; 2025Q2: 25,953 shares; 2025Q3: 26,054 shares; 2025Q4: 26,657 shares; 2026Q1: 26,168 shares; 2026Q2: 24,948 shares 24,948 $1.24M 0.08% -1,220 Timeline BND 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: 12,241 shares; 2024Q4: 11,551 shares; 2025Q1: 12,434 shares; 2025Q2: 13,033 shares; 2025Q3: 16,270 shares; 2025Q4: 24,384 shares; 2026Q1: 16,117 shares; 2026Q2: 16,351 shares 16,351 $1.2M 0.08% +234 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: not reported; 2026Q1: not reported; 2026Q2: 24,966 shares 24,966 $1.19M 0.08% new Timeline VGSH 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: 13,618 shares; 2024Q4: 11,342 shares; 2025Q1: 16,028 shares; 2025Q2: 13,849 shares; 2025Q3: 20,052 shares; 2025Q4: 21,743 shares; 2026Q1: 21,942 shares; 2026Q2: 20,326 shares 20,326 $1.18M 0.08% -1,616 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,092 shares; 2024Q4: 31,320 shares; 2025Q1: 23,135 shares; 2025Q2: 23,559 shares; 2025Q3: 23,340 shares; 2025Q4: 23,133 shares; 2026Q1: 25,047 shares; 2026Q2: 14,609 shares 14,609 $1.14M 0.08% -10,438 Timeline GFEB 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: 35,350 shares; 2024Q4: 31,950 shares; 2025Q1: 32,350 shares; 2025Q2: 30,850 shares; 2025Q3: 28,850 shares; 2025Q4: 25,850 shares; 2026Q1: 25,850 shares; 2026Q2: 25,850 shares 25,850 $1.14M 0.08% 0 Timeline TSPY ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 20,231 shares; 2025Q4: 19,607 shares; 2026Q1: 38,661 shares; 2026Q2: 44,245 shares 44,245 $1.12M 0.07% +5,584 Timeline USEP 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: 39,575 shares; 2024Q4: 38,920 shares; 2025Q1: 36,758 shares; 2025Q2: 35,830 shares; 2025Q3: 32,599 shares; 2025Q4: 32,466 shares; 2026Q1: 32,472 shares; 2026Q2: 26,793 shares 26,793 $1.11M 0.07% -5,679 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: 13,827 shares; 2024Q4: 23,131 shares; 2025Q1: 30,744 shares; 2025Q2: 70,335 shares; 2025Q3: 57,161 shares; 2025Q4: 37,179 shares; 2026Q1: 42,369 shares; 2026Q2: 33,135 shares 33,135 $1.1M 0.07% -9,234 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,093 shares; 2024Q4: 16,410 shares; 2025Q1: 16,330 shares; 2025Q2: 20,367 shares; 2025Q3: 20,768 shares; 2025Q4: 20,430 shares; 2026Q1: 21,664 shares; 2026Q2: 21,204 shares 21,204 $1.1M 0.07% -460 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,178 shares; 2024Q4: 21,517 shares; 2025Q1: 22,533 shares; 2025Q2: 24,706 shares; 2025Q3: 25,209 shares; 2025Q4: 28,527 shares; 2026Q1: 24,468 shares; 2026Q2: 22,583 shares 22,583 $1.07M 0.07% -1,885 Timeline XLE 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: 18,704 shares; 2024Q4: 11,962 shares; 2025Q1: 12,807 shares; 2025Q2: 12,116 shares; 2025Q3: 8,593 shares; 2025Q4: 18,777 shares; 2026Q1: 21,480 shares; 2026Q2: 19,590 shares 19,590 $1.04M 0.07% -1,890 Timeline UDEC 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: 52,109 shares; 2024Q4: 51,481 shares; 2025Q1: 49,568 shares; 2025Q2: 49,699 shares; 2025Q3: 45,640 shares; 2025Q4: 40,507 shares; 2026Q1: 40,486 shares; 2026Q2: 24,661 shares 24,661 $1.03M 0.07% -15,825 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: 6,562 shares; 2024Q4: 10,751 shares; 2025Q1: 10,235 shares; 2025Q2: 15,438 shares; 2025Q3: 4,869 shares; 2025Q4: not reported; 2026Q1: 24,804 shares; 2026Q2: 23,747 shares 23,747 $1.03M 0.07% -1,057 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 586,734 shares; 2026Q2: 114,920 shares 114,920 $1.01M 0.07% -471,814 Timeline FCBD ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 58,466 shares; 2025Q1: 54,183 shares; 2025Q2: 51,317 shares; 2025Q3: 47,231 shares; 2025Q4: 43,708 shares; 2026Q1: 41,379 shares; 2026Q2: 39,269 shares 39,269 $994K 0.07% -2,110 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: 7,332 shares; 2024Q4: 7,958 shares; 2025Q1: 8,716 shares; 2025Q2: 10,677 shares; 2025Q3: 11,061 shares; 2025Q4: 11,634 shares; 2026Q1: 12,438 shares; 2026Q2: 12,717 shares 12,717 $991K 0.07% +279 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: 26,339 shares; 2024Q4: 25,301 shares; 2025Q1: 23,251 shares; 2025Q2: 23,403 shares; 2025Q3: 19,667 shares; 2025Q4: 19,381 shares; 2026Q1: 19,031 shares; 2026Q2: 22,686 shares 22,686 $958K 0.06% +3,655 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL 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: 38,920 shares 38,920 $954K 0.06% new Timeline RAAX 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,847 shares; 2026Q2: 23,832 shares 23,832 $945K 0.06% +985 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,898 shares; 2024Q4: 9,895 shares; 2025Q1: 9,788 shares; 2025Q2: 9,612 shares; 2025Q3: 9,785 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,713 shares 14,713 $942K 0.06% new Timeline SCHD 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: 7,225 shares; 2024Q4: 30,118 shares; 2025Q1: 29,015 shares; 2025Q2: 21,446 shares; 2025Q3: 21,346 shares; 2025Q4: 22,791 shares; 2026Q1: 27,577 shares; 2026Q2: 29,474 shares 29,474 $935K 0.06% +1,897 Timeline FLCE ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,967 shares; 2025Q1: 28,726 shares; 2025Q2: 34,070 shares; 2025Q3: 31,230 shares; 2025Q4: 29,013 shares; 2026Q1: 28,163 shares; 2026Q2: 29,573 shares 29,573 $922K 0.06% +1,410 Timeline ZVRA ZEVRA THERAPEUTICS INC More: the full row for ZEVRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,972 shares; 2024Q4: 77,972 shares; 2025Q1: 74,854 shares; 2025Q2: 74,789 shares; 2025Q3: 74,279 shares; 2025Q4: 69,769 shares; 2026Q1: 66,397 shares; 2026Q2: 64,205 shares 64,205 $921K 0.06% -2,192 Timeline ESPO 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: not reported; 2025Q2: not reported; 2025Q3: 6,178 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,149 shares 10,149 $911K 0.06% new Timeline HYG 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: 2,733 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,889 shares; 2025Q4: 12,625 shares; 2026Q1: 11,118 shares; 2026Q2: 11,368 shares 11,368 $909K 0.06% +250 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: 5,262 shares; 2024Q4: 10,749 shares; 2025Q1: 10,498 shares; 2025Q2: 12,703 shares; 2025Q3: 15,872 shares; 2025Q4: 17,409 shares; 2026Q1: 18,316 shares; 2026Q2: 18,432 shares 18,432 $893K 0.06% +116 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: 6,846 shares; 2024Q4: 7,518 shares; 2025Q1: 7,619 shares; 2025Q2: 8,104 shares; 2025Q3: 8,333 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,844 shares 10,844 $880K 0.06% new 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: 53,473 shares; 2024Q4: 11,747 shares; 2025Q1: 73,541 shares; 2025Q2: 21,835 shares; 2025Q3: 16,576 shares; 2025Q4: 14,547 shares; 2026Q1: 33,153 shares; 2026Q2: 11,536 shares 11,536 $871K 0.06% -21,617 Timeline STRT STRATTEC SEC CORP More: the full row for STRATTEC SEC 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: 10,559 shares; 2026Q2: 10,598 shares 10,598 $863K 0.06% +39 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,656 shares; 2026Q1: 16,298 shares; 2026Q2: 17,091 shares 17,091 $860K 0.06% +793 Timeline CMBS 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: not reported; 2025Q3: 15,294 shares; 2025Q4: 16,479 shares; 2026Q1: 16,260 shares; 2026Q2: 17,561 shares 17,561 $854K 0.06% +1,301 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: 32,501 shares; 2024Q4: 25,874 shares; 2025Q1: 55,450 shares; 2025Q2: 32,667 shares; 2025Q3: 37,846 shares; 2025Q4: 33,861 shares; 2026Q1: 25,001 shares; 2026Q2: 25,194 shares 25,194 $843K 0.06% +193 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,757 shares; 2024Q4: 6,699 shares; 2025Q1: 9,990 shares; 2025Q2: 5,027 shares; 2025Q3: 4,912 shares; 2025Q4: not reported; 2026Q1: 10,521 shares; 2026Q2: 11,055 shares 11,055 $840K 0.06% +534 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,124 shares; 2024Q4: 91,272 shares; 2025Q1: 66,028 shares; 2025Q2: 70,879 shares; 2025Q3: 28,822 shares; 2025Q4: 24,513 shares; 2026Q1: 22,551 shares; 2026Q2: 20,743 shares 20,743 $821K 0.05% -1,808 Timeline XLF 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: 10,018 shares; 2024Q4: 11,405 shares; 2025Q1: 18,117 shares; 2025Q2: 21,963 shares; 2025Q3: 23,055 shares; 2025Q4: 23,806 shares; 2026Q1: 15,077 shares; 2026Q2: 15,235 shares 15,235 $817K 0.05% +158 Timeline VMBS 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: 13,772 shares; 2024Q4: 16,842 shares; 2025Q1: 23,648 shares; 2025Q2: 21,750 shares; 2025Q3: 28,978 shares; 2025Q4: 19,110 shares; 2026Q1: 17,494 shares; 2026Q2: 17,259 shares 17,259 $808K 0.05% -235 Timeline JEPI 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: 73,652 shares; 2024Q4: 76,170 shares; 2025Q1: 81,619 shares; 2025Q2: 13,039 shares; 2025Q3: 13,284 shares; 2025Q4: 13,529 shares; 2026Q1: 13,630 shares; 2026Q2: 14,133 shares 14,133 $798K 0.05% +503 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,639 shares 15,639 $795K 0.05% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,133 shares; 2024Q4: 17,360 shares; 2025Q1: 23,132 shares; 2025Q2: 10,170 shares; 2025Q3: 16,667 shares; 2025Q4: 16,092 shares; 2026Q1: 15,285 shares; 2026Q2: 15,104 shares 15,104 $775K 0.05% -181 Timeline DIVO 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: 12,366 shares; 2024Q4: 12,422 shares; 2025Q1: 11,318 shares; 2025Q2: 10,644 shares; 2025Q3: 10,781 shares; 2025Q4: 12,977 shares; 2026Q1: 19,144 shares; 2026Q2: 16,824 shares 16,824 $769K 0.05% -2,320 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: 117,697 shares; 2024Q4: 426,857 shares; 2025Q1: 472,765 shares; 2025Q2: 446,865 shares; 2025Q3: 417,670 shares; 2025Q4: 78,318 shares; 2026Q1: 23,860 shares; 2026Q2: 24,680 shares 24,680 $768K 0.05% +820 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,744 shares; 2024Q4: 26,705 shares; 2025Q1: 14,720 shares; 2025Q2: 20,828 shares; 2025Q3: 21,145 shares; 2025Q4: 20,284 shares; 2026Q1: 19,784 shares; 2026Q2: 20,039 shares 20,039 $737K 0.05% +255 Timeline SCHP 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: 29,361 shares; 2025Q2: 25,685 shares; 2025Q3: 31,415 shares; 2025Q4: 29,797 shares; 2026Q1: 28,289 shares; 2026Q2: 27,744 shares 27,744 $735K 0.05% -545 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,343 shares; 2024Q4: 9,585 shares; 2025Q1: 9,046 shares; 2025Q2: 9,360 shares; 2025Q3: 9,551 shares; 2025Q4: 10,134 shares; 2026Q1: 10,984 shares; 2026Q2: 11,578 shares 11,578 $725K 0.05% +594 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: 12,790 shares; 2024Q4: 30,617 shares; 2025Q1: 39,009 shares; 2025Q2: 52,239 shares; 2025Q3: 50,890 shares; 2025Q4: 47,244 shares; 2026Q1: 10,835 shares; 2026Q2: 14,308 shares 14,308 $722K 0.05% +3,473 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS 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: 36,253 shares; 2025Q4: 38,054 shares; 2026Q1: 51,765 shares; 2026Q2: 64,770 shares 64,770 $722K 0.05% +13,005 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET 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: 7,523 shares; 2025Q4: 12,205 shares; 2026Q1: 10,680 shares; 2026Q2: 27,819 shares 27,819 $722K 0.05% +17,139 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: 7,212 shares; 2024Q4: 9,852 shares; 2025Q1: 9,852 shares; 2025Q2: 10,052 shares; 2025Q3: 10,444 shares; 2025Q4: 12,494 shares; 2026Q1: 12,659 shares; 2026Q2: 12,439 shares 12,439 $701K 0.05% -220 Timeline SJNK 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: 9,653 shares; 2024Q4: 17,238 shares; 2025Q1: 20,289 shares; 2025Q2: 21,420 shares; 2025Q3: 25,480 shares; 2025Q4: 31,840 shares; 2026Q1: 28,250 shares; 2026Q2: 27,362 shares 27,362 $685K 0.05% -888 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,042 shares; 2024Q4: 12,159 shares; 2025Q1: not reported; 2025Q2: 5,320 shares; 2025Q3: 5,536 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,596 shares 10,596 $666K 0.04% new Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG 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: 19,970 shares; 2026Q2: 19,120 shares 19,120 $665K 0.04% -850 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: 46,675 shares; 2024Q4: 50,206 shares; 2025Q1: 56,027 shares; 2025Q2: 34,790 shares; 2025Q3: 35,025 shares; 2025Q4: 34,205 shares; 2026Q1: 23,915 shares; 2026Q2: 26,817 shares 26,817 $658K 0.04% +2,902 Timeline SOVF 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: 20,841 shares; 2024Q4: 33,430 shares; 2025Q1: 25,055 shares; 2025Q2: 35,423 shares; 2025Q3: 32,646 shares; 2025Q4: 19,679 shares; 2026Q1: 21,888 shares; 2026Q2: 21,924 shares 21,924 $651K 0.04% +36 Timeline BALL BALL CORP More: the full row for BALL 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: 10,341 shares 10,341 $645K 0.04% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,369 shares; 2024Q4: 15,988 shares; 2025Q1: 15,756 shares; 2025Q2: 15,658 shares; 2025Q3: 15,365 shares; 2025Q4: 15,131 shares; 2026Q1: 14,920 shares; 2026Q2: 15,254 shares 15,254 $642K 0.04% +334 Timeline ICPY 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: 52,600 shares 52,600 $642K 0.04% new Timeline TR TOOTSIE ROLL INDS INC More: the full row for TOOTSIE ROLL INDS 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: 11,014 shares; 2026Q1: 14,182 shares; 2026Q2: 15,932 shares 15,932 $630K 0.04% +1,750 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 99,326 shares; 2026Q1: 63,781 shares; 2026Q2: 55,899 shares 55,899 $623K 0.04% -7,882 Timeline FINT ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,013 shares; 2025Q1: 17,232 shares; 2025Q2: 17,949 shares; 2025Q3: 16,504 shares; 2025Q4: 15,263 shares; 2026Q1: 14,215 shares; 2026Q2: 17,013 shares 17,013 $611K 0.04% +2,798 Timeline SPYD 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: 12,931 shares; 2024Q4: 28,639 shares; 2025Q1: 22,279 shares; 2025Q2: 22,789 shares; 2025Q3: 24,306 shares; 2025Q4: 12,805 shares; 2026Q1: 12,805 shares; 2026Q2: 12,805 shares 12,805 $611K 0.04% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,043 shares; 2024Q4: 25,029 shares; 2025Q1: 26,328 shares; 2025Q2: 29,081 shares; 2025Q3: 29,047 shares; 2025Q4: 26,507 shares; 2026Q1: 29,051 shares; 2026Q2: 28,418 shares 28,418 $608K 0.04% -633 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: 18,985 shares; 2024Q4: 17,921 shares; 2025Q1: 12,303 shares; 2025Q2: 25,824 shares; 2025Q3: 25,305 shares; 2025Q4: 35,222 shares; 2026Q1: 17,358 shares; 2026Q2: 16,735 shares 16,735 $607K 0.04% -623 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS 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: 12,258 shares; 2026Q1: 20,708 shares; 2026Q2: 24,381 shares 24,381 $605K 0.04% +3,673 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: not reported; 2024Q4: not reported; 2025Q1: 5,510 shares; 2025Q2: 13,546 shares; 2025Q3: 71,521 shares; 2025Q4: 20,187 shares; 2026Q1: 12,106 shares; 2026Q2: 12,468 shares 12,468 $602K 0.04% +362 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: 7,650 shares; 2024Q4: 8,904 shares; 2025Q1: 9,920 shares; 2025Q2: 9,712 shares; 2025Q3: 13,831 shares; 2025Q4: 13,245 shares; 2026Q1: 13,433 shares; 2026Q2: 14,166 shares 14,166 $571K 0.04% +733 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,260 shares; 2024Q4: 57,405 shares; 2025Q1: 9,210 shares; 2025Q2: 13,465 shares; 2025Q3: 12,889 shares; 2025Q4: 14,254 shares; 2026Q1: 14,428 shares; 2026Q2: 10,941 shares 10,941 $571K 0.04% -3,487 Timeline GMAY 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: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $560K 0.04% 0 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: 18,390 shares; 2024Q4: 20,712 shares; 2025Q1: 19,246 shares; 2025Q2: 35,572 shares; 2025Q3: 31,887 shares; 2025Q4: 33,097 shares; 2026Q1: 19,049 shares; 2026Q2: 19,049 shares 19,049 $557K 0.04% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,640 shares; 2024Q4: 11,770 shares; 2025Q1: 9,811 shares; 2025Q2: 9,795 shares; 2025Q3: 9,814 shares; 2025Q4: not reported; 2026Q1: 11,551 shares; 2026Q2: 10,562 shares 10,562 $548K 0.04% -989 Timeline SCHO 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: 8,253 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,512 shares 22,512 $543K 0.04% new Timeline UNOV 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: 21,173 shares; 2024Q4: 20,432 shares; 2025Q1: 18,347 shares; 2025Q2: 17,470 shares; 2025Q3: 14,280 shares; 2025Q4: 14,136 shares; 2026Q1: 14,120 shares; 2026Q2: 13,518 shares 13,518 $543K 0.04% -602 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: 11,928 shares; 2024Q4: 10,403 shares; 2025Q1: 10,733 shares; 2025Q2: 10,274 shares; 2025Q3: 11,337 shares; 2025Q4: 11,536 shares; 2026Q1: 11,501 shares; 2026Q2: 10,971 shares 10,971 $538K 0.04% -530 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457,077 shares; 2024Q4: 516,227 shares; 2025Q1: 518,451 shares; 2025Q2: 340,102 shares; 2025Q3: 331,164 shares; 2025Q4: 73,046 shares; 2026Q1: 44,863 shares; 2026Q2: 38,581 shares 38,581 $529K 0.03% -6,282 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: 79,279 shares; 2024Q4: 81,036 shares; 2025Q1: 86,687 shares; 2025Q2: 24,699 shares; 2025Q3: 24,364 shares; 2025Q4: 24,048 shares; 2026Q1: 17,853 shares; 2026Q2: 20,215 shares 20,215 $507K 0.03% +2,362 Timeline HTAB 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: 34,611 shares; 2024Q4: 33,057 shares; 2025Q1: 19,677 shares; 2025Q2: 25,921 shares; 2025Q3: 16,764 shares; 2025Q4: 15,849 shares; 2026Q1: 20,149 shares; 2026Q2: 26,418 shares 26,418 $507K 0.03% +6,269 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,166 shares; 2025Q2: 29,620 shares; 2025Q3: 29,638 shares; 2025Q4: 107,554 shares; 2026Q1: 83,195 shares; 2026Q2: 20,906 shares 20,906 $494K 0.03% -62,289 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,817 shares; 2024Q4: 5,429 shares; 2025Q1: 5,422 shares; 2025Q2: 5,321 shares; 2025Q3: 5,322 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,762 shares 17,762 $487K 0.03% new 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: 27,853 shares; 2024Q4: 28,364 shares; 2025Q1: 27,110 shares; 2025Q2: 27,110 shares; 2025Q3: 27,110 shares; 2025Q4: 27,110 shares; 2026Q1: 27,110 shares; 2026Q2: 24,725 shares 24,725 $485K 0.03% -2,385 Timeline BSCQ 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: 28,113 shares; 2024Q4: 28,627 shares; 2025Q1: 27,204 shares; 2025Q2: 27,204 shares; 2025Q3: 27,204 shares; 2025Q4: 27,204 shares; 2026Q1: 27,204 shares; 2026Q2: 24,808 shares 24,808 $484K 0.03% -2,396 Timeline FOPC ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,092 shares; 2025Q1: 24,160 shares; 2025Q2: 24,073 shares; 2025Q3: 22,382 shares; 2025Q4: 20,957 shares; 2026Q1: 20,065 shares; 2026Q2: 18,855 shares 18,855 $479K 0.03% -1,210 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS 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: 17,366 shares 17,366 $475K 0.03% new Timeline ADAM ADAMAS TRUST INC. More: the full row for ADAMAS TRUST 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: 50,500 shares 50,500 $474K 0.03% new 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: 11,283 shares; 2024Q4: 8,635 shares; 2025Q1: 7,993 shares; 2025Q2: 15,670 shares; 2025Q3: 15,574 shares; 2025Q4: 15,309 shares; 2026Q1: 12,369 shares; 2026Q2: 11,337 shares 11,337 $460K 0.03% -1,032 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: 27,230 shares; 2024Q4: 27,720 shares; 2025Q1: 26,512 shares; 2025Q2: 26,242 shares; 2025Q3: 26,242 shares; 2025Q4: 23,757 shares; 2026Q1: 23,757 shares; 2026Q2: 22,551 shares 22,551 $459K 0.03% -1,206 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,515 shares; 2024Q4: 13,703 shares; 2025Q1: 21,546 shares; 2025Q2: 19,656 shares; 2025Q3: 17,678 shares; 2025Q4: 17,246 shares; 2026Q1: 15,651 shares; 2026Q2: 14,961 shares 14,961 $456K 0.03% -690 Timeline IALT 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,244 shares 16,244 $456K 0.03% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,846 shares; 2024Q4: 42,958 shares; 2025Q1: 42,958 shares; 2025Q2: 40,744 shares; 2025Q3: 41,394 shares; 2025Q4: 41,576 shares; 2026Q1: 40,474 shares; 2026Q2: 24,562 shares 24,562 $455K 0.03% -15,912 Timeline CERY 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: 7,934 shares; 2025Q4: not reported; 2026Q1: 10,680 shares; 2026Q2: 13,550 shares 13,550 $453K 0.03% +2,870 Timeline JULM 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: 14,550 shares; 2024Q4: 13,050 shares; 2025Q1: 13,050 shares; 2025Q2: 13,050 shares; 2025Q3: 13,050 shares; 2025Q4: 13,050 shares; 2026Q1: 13,050 shares; 2026Q2: 13,050 shares 13,050 $452K 0.03% 0 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY 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: 14,800 shares; 2025Q4: 14,200 shares; 2026Q1: 15,145 shares; 2026Q2: 14,075 shares 14,075 $445K 0.03% -1,070 Timeline BUFR 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: 14,565 shares; 2024Q4: 14,315 shares; 2025Q1: 14,275 shares; 2025Q2: 14,275 shares; 2025Q3: 13,980 shares; 2025Q4: 13,690 shares; 2026Q1: 13,680 shares; 2026Q2: 12,020 shares 12,020 $439K 0.03% -1,660 Timeline PSFF 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: 9,368 shares; 2024Q4: 7,924 shares; 2025Q1: 15,048 shares; 2025Q2: 20,479 shares; 2025Q3: 17,780 shares; 2025Q4: 14,868 shares; 2026Q1: 12,334 shares; 2026Q2: 12,334 shares 12,334 $423K 0.03% 0 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: 12,762 shares; 2024Q4: 22,112 shares; 2025Q1: 18,862 shares; 2025Q2: 19,805 shares; 2025Q3: 29,613 shares; 2025Q4: 28,459 shares; 2026Q1: 20,114 shares; 2026Q2: 13,160 shares 13,160 $419K 0.03% -6,954 Timeline FATE FATE THERAPEUTICS INC More: the full row for FATE THERAPEUTICS 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: 150,000 shares 150,000 $405K 0.03% new Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 461,087 shares; 2025Q3: 281,103 shares; 2025Q4: 180,950 shares; 2026Q1: 163,960 shares; 2026Q2: 21,850 shares 21,850 $392K 0.03% -142,110 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,101 shares; 2024Q4: 39,191 shares; 2025Q1: 39,890 shares; 2025Q2: 41,207 shares; 2025Q3: 41,211 shares; 2025Q4: 18,901 shares; 2026Q1: 34,137 shares; 2026Q2: 34,146 shares 34,146 $390K 0.03% +9 Timeline QCJL 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: 15,015 shares; 2024Q4: 15,015 shares; 2025Q1: 15,015 shares; 2025Q2: 15,015 shares; 2025Q3: 15,015 shares; 2025Q4: 15,015 shares; 2026Q1: 15,015 shares; 2026Q2: 15,015 shares 15,015 $376K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,007 shares; 2025Q3: 9,363 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,284 shares 11,284 $375K 0.02% new Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,274 shares; 2024Q4: 14,274 shares; 2025Q1: 14,274 shares; 2025Q2: 14,855 shares; 2025Q3: 14,855 shares; 2025Q4: 14,855 shares; 2026Q1: 13,095 shares; 2026Q2: 13,095 shares 13,095 $372K 0.02% 0 Timeline RDZN ROADZEN INC More: the full row for ROADZEN 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: 253,653 shares; 2026Q2: 253,653 shares 253,653 $370K 0.02% 0 Timeline EMHC 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: 11,820 shares; 2025Q4: 11,724 shares; 2026Q1: 11,906 shares; 2026Q2: 14,466 shares 14,466 $368K 0.02% +2,560 Timeline SCHG 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: 2,187 shares; 2024Q4: 9,945 shares; 2025Q1: not reported; 2025Q2: 8,048 shares; 2025Q3: 11,124 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,494 shares 10,494 $355K 0.02% new Timeline QYLD 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: 69,943 shares; 2024Q4: 69,452 shares; 2025Q1: 94,856 shares; 2025Q2: 25,002 shares; 2025Q3: 23,836 shares; 2025Q4: 21,176 shares; 2026Q1: 19,954 shares; 2026Q2: 18,898 shares 18,898 $348K 0.02% -1,056 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: not reported; 2026Q2: 17,915 shares 17,915 $342K 0.02% new Timeline PCY 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: 11,027 shares; 2024Q4: 10,527 shares; 2025Q1: 10,785 shares; 2025Q2: 10,435 shares; 2025Q3: 10,325 shares; 2025Q4: 11,096 shares; 2026Q1: 14,621 shares; 2026Q2: 15,127 shares 15,127 $327K 0.02% +506 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 15,250 shares 15,250 $321K 0.02% new Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,550 shares; 2024Q4: 11,260 shares; 2025Q1: 9,947 shares; 2025Q2: 10,160 shares; 2025Q3: 11,466 shares; 2025Q4: 11,266 shares; 2026Q1: 11,766 shares; 2026Q2: 11,766 shares 11,766 $321K 0.02% 0 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 12,253 shares 12,253 $314K 0.02% new Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY 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: 28,115 shares 28,115 $300K 0.02% new Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 12,404 shares 12,404 $299K 0.02% new Timeline INCM 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: 10,207 shares 10,207 $295K 0.02% new Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION 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: 15,990 shares 15,990 $287K 0.02% new Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $283K 0.02% new Timeline BSJR 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: 14,139 shares; 2024Q4: 14,594 shares; 2025Q1: 13,502 shares; 2025Q2: 13,502 shares; 2025Q3: 13,502 shares; 2025Q4: 13,502 shares; 2026Q1: 13,502 shares; 2026Q2: 11,763 shares 11,763 $263K 0.02% -1,739 Timeline BSJQ 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: 13,637 shares; 2024Q4: 14,065 shares; 2025Q1: 13,013 shares; 2025Q2: 13,013 shares; 2025Q3: 13,013 shares; 2025Q4: 13,013 shares; 2026Q1: 13,013 shares; 2026Q2: 11,346 shares 11,346 $260K 0.02% -1,667 Timeline PFFA 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: 23,209 shares; 2024Q4: 23,369 shares; 2025Q1: 60,367 shares; 2025Q2: 11,094 shares; 2025Q3: 10,757 shares; 2025Q4: not reported; 2026Q1: 10,227 shares; 2026Q2: 12,327 shares 12,327 $254K 0.02% +2,100 Timeline BTCC GRAYSCALE FUNDS TRUST More: the full row for GRAYSCALE FUNDS 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: 13,900 shares; 2026Q2: 20,191 shares 20,191 $252K 0.02% +6,291 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,764 shares; 2025Q4: 10,795 shares; 2026Q1: 10,816 shares; 2026Q2: 10,842 shares 10,842 $249K 0.02% +26 Timeline TIPX 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,751 shares 11,751 $222K 0.01% new Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,000 shares; 2024Q4: 33,000 shares; 2025Q1: not reported; 2025Q2: 33,000 shares; 2025Q3: 21,400 shares; 2025Q4: not reported; 2026Q1: 21,601 shares; 2026Q2: 21,712 shares 21,712 $220K 0.01% +111 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND 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: 10,729 shares 10,729 $214K 0.01% new Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,600 shares; 2024Q4: 22,600 shares; 2025Q1: 22,600 shares; 2025Q2: 22,600 shares; 2025Q3: 22,600 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,600 shares 22,600 $214K 0.01% new Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,825 shares; 2024Q4: 46,924 shares; 2025Q1: 48,237 shares; 2025Q2: 46,246 shares; 2025Q3: 45,361 shares; 2025Q4: 37,504 shares; 2026Q1: 34,066 shares; 2026Q2: 33,407 shares 33,407 $205K 0.01% -659 Timeline