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Avior Wealth Management, LLC

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13F filer, CIK 1599868, OMAHA, NE

Avior Wealth Management, LLC reported $3,803,672,585 across 787 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-07. Its ten largest share positions make up 24.57% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000402

Period
2026-06-30
Reported value
$3.8B
Holdings
787
Top 10 weight
24.57%
New
80
Sold out
118

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+2,324,150$200M
VOadded+898,132$72.2M
AVUVadded+310,664$38.8M
BKGInew+708,022$31.8M
MGKadded+213,258$18.7M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VOTreduced-128,118-$39.2M
VOEreduced-192,442-$38M
TLTreduced-300,689-$26M
AGGreduced-178,708-$17.7M
VBKreduced-46,806-$17.1M

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

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001754960-26-000402, largest first. % of portfolio is the value over $3,803,672,585, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323,397 shares; 2024Q4: 441,053 shares; 2025Q1: 445,304 shares; 2025Q2: 447,094 shares; 2025Q3: 440,664 shares; 2025Q4: 447,284 shares; 2026Q1: 435,418 shares; 2026Q2: 2,759,568 shares 2,759,568$238M6.25%+2,324,150Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,689,589 shares; 2024Q4: 1,737,706 shares; 2025Q1: 1,765,991 shares; 2025Q2: 1,783,116 shares; 2025Q3: 1,771,788 shares; 2025Q4: 1,907,665 shares; 2026Q1: 1,899,744 shares; 2026Q2: 2,122,891 shares 2,122,891$161M4.23%+223,147Timeline
JAVAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 966,128 shares; 2024Q4: 960,089 shares; 2025Q1: 1,014,047 shares; 2025Q2: 1,061,689 shares; 2025Q3: 1,067,427 shares; 2025Q4: 1,020,642 shares; 2026Q1: 978,139 shares; 2026Q2: 956,185 shares 956,185$75.9M2%-21,954Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,557 shares; 2024Q4: 40,509 shares; 2025Q1: 41,090 shares; 2025Q2: 42,625 shares; 2025Q3: 49,496 shares; 2025Q4: 55,090 shares; 2026Q1: 46,048 shares; 2026Q2: 944,180 shares 944,180$75.9M2%+898,132Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131 shares; 2024Q4: 183,805 shares; 2025Q1: 265,617 shares; 2025Q2: 328,454 shares; 2025Q3: 302,838 shares; 2025Q4: 292,763 shares; 2026Q1: 279,586 shares; 2026Q2: 590,250 shares 590,250$73.6M1.94%+310,664Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304,606 shares; 2024Q4: 358,691 shares; 2025Q1: 359,851 shares; 2025Q2: 356,256 shares; 2025Q3: 343,591 shares; 2025Q4: 349,157 shares; 2026Q1: 357,505 shares; 2026Q2: 229,387 shares 229,387$70.2M1.85%-128,118Timeline
JGROJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 651,741 shares; 2024Q4: 626,819 shares; 2025Q1: 787,185 shares; 2025Q2: 849,065 shares; 2025Q3: 833,678 shares; 2025Q4: 807,865 shares; 2026Q1: 793,135 shares; 2026Q2: 688,966 shares 688,966$67.9M1.79%-104,169Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496,917 shares; 2024Q4: 530,145 shares; 2025Q1: 537,936 shares; 2025Q2: 541,297 shares; 2025Q3: 537,558 shares; 2025Q4: 540,826 shares; 2026Q1: 528,225 shares; 2026Q2: 335,783 shares 335,783$66.3M1.74%-192,442Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,762 shares; 2024Q4: 116,976 shares; 2025Q1: 119,455 shares; 2025Q2: 119,522 shares; 2025Q3: 112,633 shares; 2025Q4: 91,731 shares; 2026Q1: 86,770 shares; 2026Q2: 71,296 shares 71,296$53.4M1.4%-15,474Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,812 shares; 2024Q4: 67,574 shares; 2025Q1: 68,424 shares; 2025Q2: 70,150 shares; 2025Q3: 73,761 shares; 2025Q4: 73,251 shares; 2026Q1: 77,043 shares; 2026Q2: 76,784 shares 76,784$52.7M1.39%-259Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,679 shares; 2024Q4: 196,440 shares; 2025Q1: 185,483 shares; 2025Q2: 188,913 shares; 2025Q3: 190,391 shares; 2025Q4: 182,302 shares; 2026Q1: 198,441 shares; 2026Q2: 181,537 shares 181,537$52.5M1.38%-16,904Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,250 shares; 2024Q4: 126,529 shares; 2025Q1: 122,971 shares; 2025Q2: 122,363 shares; 2025Q3: 111,798 shares; 2025Q4: 108,824 shares; 2026Q1: 109,042 shares; 2026Q2: 104,840 shares 104,840$52.5M1.38%-4,202Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,874 shares; 2024Q4: 229,024 shares; 2025Q1: 238,128 shares; 2025Q2: 258,204 shares; 2025Q3: 258,892 shares; 2025Q4: 248,906 shares; 2026Q1: 263,363 shares; 2026Q2: 252,383 shares 252,383$50.5M1.33%-10,980Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,374 shares; 2024Q4: 124,281 shares; 2025Q1: 120,566 shares; 2025Q2: 137,218 shares; 2025Q3: 147,846 shares; 2025Q4: 153,865 shares; 2026Q1: 129,053 shares; 2026Q2: 153,346 shares 153,346$46.5M1.22%+24,293Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550,366 shares; 2024Q4: 578,984 shares; 2025Q1: 591,240 shares; 2025Q2: 590,302 shares; 2025Q3: 606,716 shares; 2025Q4: 619,257 shares; 2026Q1: 642,047 shares; 2026Q2: 645,233 shares 645,233$45.8M1.21%+3,186Timeline
SMIZZACKS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411,352 shares; 2024Q4: 560,743 shares; 2025Q1: 639,284 shares; 2025Q2: 699,141 shares; 2025Q3: 702,915 shares; 2025Q4: 681,621 shares; 2026Q1: 887,974 shares; 2026Q2: 1,019,930 shares 1,019,930$45.5M1.2%+131,956Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 599,173 shares; 2024Q4: 603,928 shares; 2025Q1: 607,172 shares; 2025Q2: 619,361 shares; 2025Q3: 660,474 shares; 2025Q4: 689,717 shares; 2026Q1: 738,755 shares; 2026Q2: 739,292 shares 739,292$44.9M1.18%+537Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,396 shares; 2024Q4: 203,966 shares; 2025Q1: 204,309 shares; 2025Q2: 203,980 shares; 2025Q3: 203,669 shares; 2025Q4: 202,237 shares; 2026Q1: 208,487 shares; 2026Q2: 202,913 shares 202,913$44.2M1.16%-5,574Timeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,969,430 shares; 2024Q4: 2,207,836 shares; 2025Q1: 2,598,243 shares; 2025Q2: 2,591,993 shares; 2025Q3: 2,620,949 shares; 2025Q4: 2,615,214 shares; 2026Q1: 2,599,716 shares; 2026Q2: 2,357,478 shares 2,357,478$43.8M1.15%-242,238Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,885 shares; 2024Q4: 529,944 shares; 2025Q1: 484,850 shares; 2025Q2: 450,175 shares; 2025Q3: 470,476 shares; 2025Q4: 489,125 shares; 2026Q1: 730,405 shares; 2026Q2: 595,336 shares 595,336$43.7M1.15%-135,069Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,845,707 shares; 2024Q4: 2,070,713 shares; 2025Q1: 2,421,039 shares; 2025Q2: 2,426,509 shares; 2025Q3: 2,462,433 shares; 2025Q4: 2,377,359 shares; 2026Q1: 2,202,366 shares; 2026Q2: 2,165,477 shares 2,165,477$42.5M1.12%-36,889Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,763 shares; 2024Q4: 32,904 shares; 2025Q1: 32,862 shares; 2025Q2: 13,816 shares; 2025Q3: 12,248 shares; 2025Q4: 31,328 shares; 2026Q1: 36,080 shares; 2026Q2: 35,638 shares 35,638$41.1M1.08%-442Timeline
BSCVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,673 shares; 2024Q4: 1,998,814 shares; 2025Q1: 2,439,184 shares; 2025Q2: 2,557,892 shares; 2025Q3: 2,641,190 shares; 2025Q4: 2,714,473 shares; 2026Q1: 2,688,721 shares; 2026Q2: 2,400,792 shares 2,400,792$39.3M1.03%-287,929Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,764 shares; 2024Q4: 125,518 shares; 2025Q1: 124,736 shares; 2025Q2: 135,528 shares; 2025Q3: 162,299 shares; 2025Q4: 191,673 shares; 2026Q1: 148,688 shares; 2026Q2: 226,306 shares 226,306$37M0.97%+77,618Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,051 shares; 2024Q4: 36,849 shares; 2025Q1: 41,065 shares; 2025Q2: 42,076 shares; 2025Q3: 44,066 shares; 2025Q4: 40,366 shares; 2026Q1: 46,696 shares; 2026Q2: 47,080 shares 47,080$35.2M0.92%+384Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,050 shares; 2024Q4: 394,938 shares; 2025Q1: 387,903 shares; 2025Q2: 389,373 shares; 2025Q3: 402,867 shares; 2025Q4: 421,555 shares; 2026Q1: 434,553 shares; 2026Q2: 445,048 shares 445,048$34.1M0.9%+10,495Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,920 shares; 2024Q4: 220,672 shares; 2025Q1: 219,832 shares; 2025Q2: 221,662 shares; 2025Q3: 222,844 shares; 2025Q4: 221,638 shares; 2026Q1: 230,828 shares; 2026Q2: 239,337 shares 239,337$32.9M0.87%+8,509Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 403,984 shares; 2024Q4: 413,392 shares; 2025Q1: 408,157 shares; 2025Q2: 404,359 shares; 2025Q3: 400,144 shares; 2025Q4: 396,591 shares; 2026Q1: 392,275 shares; 2026Q2: 389,362 shares 389,362$32.6M0.86%-2,913Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 467,400 shares; 2024Q4: 475,294 shares; 2025Q1: 484,962 shares; 2025Q2: 496,579 shares; 2025Q3: 519,418 shares; 2025Q4: 540,377 shares; 2026Q1: 549,962 shares; 2026Q2: 558,732 shares 558,732$32.2M0.85%+8,770Timeline
BKGIBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 708,022 shares 708,022$31.8M0.84%newTimeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,261 shares; 2024Q4: 129,719 shares; 2025Q1: 134,649 shares; 2025Q2: 135,851 shares; 2025Q3: 133,310 shares; 2025Q4: 133,093 shares; 2026Q1: 131,049 shares; 2026Q2: 84,243 shares 84,243$30.8M0.81%-46,806Timeline
IMCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547,910 shares; 2024Q4: 557,968 shares; 2025Q1: 613,033 shares; 2025Q2: 635,237 shares; 2025Q3: 635,258 shares; 2025Q4: 625,720 shares; 2026Q1: 446,106 shares; 2026Q2: 310,631 shares 310,631$30.5M0.8%-135,475Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298,028 shares; 2024Q4: 327,120 shares; 2025Q1: 336,084 shares; 2025Q2: 336,178 shares; 2025Q3: 348,052 shares; 2025Q4: 365,777 shares; 2026Q1: 376,993 shares; 2026Q2: 385,620 shares 385,620$30M0.79%+8,627Timeline
XMVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 497,839 shares; 2024Q4: 521,333 shares; 2025Q1: 508,278 shares; 2025Q2: 521,095 shares; 2025Q3: 515,564 shares; 2025Q4: 507,916 shares; 2026Q1: 525,711 shares; 2026Q2: 409,737 shares 409,737$29.1M0.76%-115,974Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 366,348 shares; 2024Q4: 768,173 shares; 2025Q1: 781,245 shares; 2025Q2: 801,630 shares; 2025Q3: 840,640 shares; 2025Q4: 914,332 shares; 2026Q1: 982,911 shares; 2026Q2: 1,013,405 shares 1,013,405$26.9M0.71%+30,494Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391,978 shares; 2024Q4: 821,653 shares; 2025Q1: 840,128 shares; 2025Q2: 863,939 shares; 2025Q3: 900,525 shares; 2025Q4: 983,861 shares; 2026Q1: 1,058,171 shares; 2026Q2: 1,083,719 shares 1,083,719$26.2M0.69%+25,548Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391,553 shares; 2024Q4: 407,311 shares; 2025Q1: 420,312 shares; 2025Q2: 426,946 shares; 2025Q3: 443,027 shares; 2025Q4: 485,346 shares; 2026Q1: 522,750 shares; 2026Q2: 534,207 shares 534,207$25.9M0.68%+11,457Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347,329 shares; 2024Q4: 1,025,285 shares; 2025Q1: 1,011,768 shares; 2025Q2: 844,089 shares; 2025Q3: 848,270 shares; 2025Q4: 846,141 shares; 2026Q1: 863,449 shares; 2026Q2: 861,398 shares 861,398$24.9M0.66%-2,051Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,817 shares; 2024Q4: 205,636 shares; 2025Q1: 308,977 shares; 2025Q2: 242,992 shares; 2025Q3: 240,024 shares; 2025Q4: 362,408 shares; 2026Q1: 311,245 shares; 2026Q2: 473,378 shares 473,378$24.2M0.64%+162,133Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,801 shares; 2024Q4: 72,566 shares; 2025Q1: 70,455 shares; 2025Q2: 69,827 shares; 2025Q3: 66,946 shares; 2025Q4: 58,008 shares; 2026Q1: 54,205 shares; 2026Q2: 267,463 shares 267,463$23.5M0.62%+213,258Timeline
BALIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 712,602 shares; 2026Q2: 680,906 shares 680,906$23M0.61%-31,696Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,950 shares; 2024Q4: 189,182 shares; 2025Q1: 274,207 shares; 2025Q2: 292,186 shares; 2025Q3: 282,022 shares; 2025Q4: 273,012 shares; 2026Q1: 276,960 shares; 2026Q2: 269,493 shares 269,493$22.3M0.59%-7,467Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,832 shares; 2024Q4: 96,344 shares; 2025Q1: 93,639 shares; 2025Q2: 92,876 shares; 2025Q3: 93,655 shares; 2025Q4: 93,577 shares; 2026Q1: 93,968 shares; 2026Q2: 90,711 shares 90,711$22M0.58%-3,257Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,888 shares; 2024Q4: 56,624 shares; 2025Q1: 51,592 shares; 2025Q2: 57,437 shares; 2025Q3: 55,261 shares; 2025Q4: 53,865 shares; 2026Q1: 62,030 shares; 2026Q2: 58,055 shares 58,055$21.7M0.57%-3,975Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,754 shares; 2024Q4: 190,734 shares; 2025Q1: 198,644 shares; 2025Q2: 248,997 shares; 2025Q3: 243,034 shares; 2025Q4: 253,018 shares; 2026Q1: 220,186 shares; 2026Q2: 199,103 shares 199,103$21.4M0.56%-21,083Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,918 shares; 2024Q4: 32,486 shares; 2025Q1: 24,958 shares; 2025Q2: 51,113 shares; 2025Q3: 424,171 shares; 2025Q4: 549,493 shares; 2026Q1: 562,999 shares; 2026Q2: 509,605 shares 509,605$20.5M0.54%-53,394Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,264 shares; 2024Q4: 317,962 shares; 2025Q1: 322,642 shares; 2025Q2: 326,735 shares; 2025Q3: 332,804 shares; 2025Q4: 344,403 shares; 2026Q1: 340,249 shares; 2026Q2: 333,795 shares 333,795$19.9M0.52%-6,454Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,913 shares; 2024Q4: 200,697 shares; 2025Q1: 213,024 shares; 2025Q2: 222,675 shares; 2025Q3: 248,611 shares; 2025Q4: 274,690 shares; 2026Q1: 286,401 shares; 2026Q2: 290,317 shares 290,317$19.6M0.52%+3,916Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,776 shares; 2024Q4: 84,123 shares; 2025Q1: 73,750 shares; 2025Q2: 88,088 shares; 2025Q3: 86,729 shares; 2025Q4: 87,308 shares; 2026Q1: 96,688 shares; 2026Q2: 80,017 shares 80,017$19.1M0.5%-16,671Timeline
IVOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,551 shares; 2024Q4: 17,525 shares; 2025Q1: 17,453 shares; 2025Q2: 124,877 shares; 2025Q3: 139,328 shares; 2025Q4: 150,771 shares; 2026Q1: 158,534 shares; 2026Q2: 161,287 shares 161,287$18.4M0.48%+2,753Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,987 shares; 2024Q4: 95,451 shares; 2025Q1: 154,304 shares; 2025Q2: 198,851 shares; 2025Q3: 167,803 shares; 2025Q4: 138,653 shares; 2026Q1: 125,305 shares; 2026Q2: 115,320 shares 115,320$18.2M0.48%-9,985Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,949 shares; 2024Q4: 19,484 shares; 2025Q1: 19,587 shares; 2025Q2: 20,054 shares; 2025Q3: 20,955 shares; 2025Q4: 20,356 shares; 2026Q1: 23,372 shares; 2026Q2: 24,157 shares 24,157$17.8M0.47%+785Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217 shares; 2024Q4: 55,933 shares; 2025Q1: 56,114 shares; 2025Q2: 57,620 shares; 2025Q3: 57,239 shares; 2025Q4: 57,256 shares; 2026Q1: 57,337 shares; 2026Q2: 57,356 shares 57,356$17.4M0.46%+19Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,645 shares; 2024Q4: 63,108 shares; 2025Q1: 51,236 shares; 2025Q2: 57,595 shares; 2025Q3: 58,457 shares; 2025Q4: 55,215 shares; 2026Q1: 56,877 shares; 2026Q2: 48,482 shares 48,482$17.3M0.46%-8,395Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,060 shares; 2024Q4: 13,113 shares; 2025Q1: 13,655 shares; 2025Q2: 13,353 shares; 2025Q3: 19,424 shares; 2025Q4: 23,938 shares; 2026Q1: 58,721 shares; 2026Q2: 45,443 shares 45,443$16.7M0.44%-13,278Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,463 shares; 2024Q4: 109,937 shares; 2025Q1: 108,107 shares; 2025Q2: 109,959 shares; 2025Q3: 110,693 shares; 2025Q4: 113,065 shares; 2026Q1: 114,083 shares; 2026Q2: 170,953 shares 170,953$16.5M0.43%+56,870Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,940 shares; 2024Q4: 43,990 shares; 2025Q1: 44,386 shares; 2025Q2: 46,306 shares; 2025Q3: 42,918 shares; 2025Q4: 45,256 shares; 2026Q1: 46,708 shares; 2026Q2: 44,670 shares 44,670$15.8M0.41%-2,038Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,625 shares; 2024Q4: 39,791 shares; 2025Q1: 39,814 shares; 2025Q2: 39,466 shares; 2025Q3: 38,786 shares; 2025Q4: 39,804 shares; 2026Q1: 41,067 shares; 2026Q2: 41,969 shares 41,969$15.5M0.41%+902Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,377 shares; 2024Q4: 44,294 shares; 2025Q1: 58,947 shares; 2025Q2: 72,987 shares; 2025Q3: 103,563 shares; 2025Q4: 112,873 shares; 2026Q1: 168,439 shares; 2026Q2: 248,290 shares 248,290$15.3M0.4%+79,851Timeline
HYDBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,189 shares; 2025Q4: 217,812 shares; 2026Q1: 119,315 shares; 2026Q2: 319,480 shares 319,480$14.9M0.39%+200,165Timeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,392 shares; 2024Q4: 292,572 shares; 2025Q1: 302,207 shares; 2025Q2: 306,381 shares; 2025Q3: 318,584 shares; 2025Q4: 363,957 shares; 2026Q1: 387,572 shares; 2026Q2: 400,790 shares 400,790$14.6M0.38%+13,218Timeline
HEGDLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 407,744 shares; 2024Q4: 445,437 shares; 2025Q1: 477,305 shares; 2025Q2: 456,838 shares; 2025Q3: 459,170 shares; 2025Q4: 564,734 shares; 2026Q1: 576,125 shares; 2026Q2: 533,624 shares 533,624$14.2M0.37%-42,501Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,412 shares; 2024Q4: 334,864 shares; 2025Q1: 332,829 shares; 2025Q2: 334,624 shares; 2025Q3: 335,519 shares; 2025Q4: 337,242 shares; 2026Q1: 376,909 shares; 2026Q2: 381,998 shares 381,998$14.1M0.37%+5,089Timeline
VIOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,798 shares; 2024Q4: 6,111 shares; 2025Q1: 6,113 shares; 2025Q2: 90,984 shares; 2025Q3: 104,270 shares; 2025Q4: 115,252 shares; 2026Q1: 118,424 shares; 2026Q2: 119,073 shares 119,073$14M0.37%+649Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,119 shares; 2024Q4: 25,160 shares; 2025Q1: 24,485 shares; 2025Q2: 28,126 shares; 2025Q3: 34,480 shares; 2025Q4: 36,099 shares; 2026Q1: 38,024 shares; 2026Q2: 34,603 shares 34,603$13.1M0.34%-3,421Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,169 shares; 2024Q4: 119,952 shares; 2025Q1: 118,750 shares; 2025Q2: 121,827 shares; 2025Q3: 128,591 shares; 2025Q4: 136,989 shares; 2026Q1: 144,438 shares; 2026Q2: 148,491 shares 148,491$12.7M0.33%+4,053Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,601 shares; 2024Q4: 433,699 shares; 2025Q1: 420,363 shares; 2025Q2: 424,709 shares; 2025Q3: 421,199 shares; 2025Q4: 411,981 shares; 2026Q1: 417,210 shares; 2026Q2: 387,669 shares 387,669$12.3M0.32%-29,541Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 956 shares; 2024Q4: 87,976 shares; 2025Q1: 87,212 shares; 2025Q2: 88,402 shares; 2025Q3: 91,052 shares; 2025Q4: 91,490 shares; 2026Q1: 92,724 shares; 2026Q2: 97,585 shares 97,585$12.1M0.32%+4,861Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,684 shares; 2024Q4: 20,081 shares; 2025Q1: 20,003 shares; 2025Q2: 21,994 shares; 2025Q3: 21,330 shares; 2025Q4: 38,287 shares; 2026Q1: 43,925 shares; 2026Q2: 63,676 shares 63,676$12.1M0.32%+19,751Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,749 shares; 2025Q2: 20,424 shares; 2025Q3: 20,335 shares; 2025Q4: 20,346 shares; 2026Q1: 131,988 shares; 2026Q2: 117,186 shares 117,186$12.1M0.32%-14,802Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,603 shares; 2024Q4: 22,287 shares; 2025Q1: 18,225 shares; 2025Q2: 21,047 shares; 2025Q3: 20,835 shares; 2025Q4: 22,397 shares; 2026Q1: 22,809 shares; 2026Q2: 21,159 shares 21,159$11.9M0.31%-1,650Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,274 shares; 2024Q4: 19,274 shares; 2025Q1: 19,274 shares; 2025Q2: 19,274 shares; 2025Q3: 65,607 shares; 2025Q4: 197,397 shares; 2026Q1: 120,093 shares; 2026Q2: 295,286 shares 295,286$11.8M0.31%+175,193Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,978 shares; 2024Q4: 19,919 shares; 2025Q1: 17,010 shares; 2025Q2: 22,653 shares; 2025Q3: 22,778 shares; 2025Q4: 24,088 shares; 2026Q1: 26,480 shares; 2026Q2: 28,170 shares 28,170$11.8M0.31%+1,690Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,473 shares; 2024Q4: 6,340 shares; 2025Q1: 6,159 shares; 2025Q2: 6,101 shares; 2025Q3: 7,578 shares; 2025Q4: 5,842 shares; 2026Q1: 5,870 shares; 2026Q2: 107,524 shares 107,524$11.8M0.31%+101,654Timeline
HELOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 169,089 shares; 2025Q3: 171,029 shares; 2025Q4: 170,574 shares; 2026Q1: 172,428 shares; 2026Q2: 173,665 shares 173,665$11.7M0.31%+1,237Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,335 shares; 2024Q4: 122,726 shares; 2025Q1: 154,597 shares; 2025Q2: 196,514 shares; 2025Q3: 192,616 shares; 2025Q4: 165,430 shares; 2026Q1: 477,240 shares; 2026Q2: 343,794 shares 343,794$11.6M0.31%-133,446Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,150 shares; 2024Q4: 218,782 shares; 2025Q1: 219,241 shares; 2025Q2: 213,987 shares; 2025Q3: 214,698 shares; 2025Q4: 213,927 shares; 2026Q1: 214,288 shares; 2026Q2: 217,255 shares 217,255$11.4M0.3%+2,967Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,072 shares; 2024Q4: 25,292 shares; 2025Q1: 15,245 shares; 2025Q2: 16,926 shares; 2025Q3: 14,953 shares; 2025Q4: 26,159 shares; 2026Q1: 293,531 shares; 2026Q2: 114,823 shares 114,823$11.4M0.3%-178,708Timeline
IXGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,173 shares; 2026Q2: 90,560 shares 90,560$11.3M0.3%-1,613Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,515 shares; 2024Q4: 42,913 shares; 2025Q1: 38,155 shares; 2025Q2: 38,484 shares; 2025Q3: 35,907 shares; 2025Q4: 33,111 shares; 2026Q1: 34,581 shares; 2026Q2: 34,247 shares 34,247$11.2M0.29%-334Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,405 shares; 2024Q4: 129,917 shares; 2025Q1: 133,164 shares; 2025Q2: 136,292 shares; 2025Q3: 141,214 shares; 2025Q4: 149,620 shares; 2026Q1: 159,837 shares; 2026Q2: 164,456 shares 164,456$11.1M0.29%+4,619Timeline
AIAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,502 shares; 2026Q2: 77,874 shares 77,874$11M0.29%-13,628Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368,655 shares; 2024Q4: 206,355 shares; 2025Q1: 182,976 shares; 2025Q2: 88,593 shares; 2025Q3: 81,222 shares; 2025Q4: 76,109 shares; 2026Q1: 69,224 shares; 2026Q2: 99,126 shares 99,126$10.8M0.28%+29,902Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,556 shares; 2024Q4: 52,819 shares; 2025Q1: 48,924 shares; 2025Q2: 51,015 shares; 2025Q3: 49,805 shares; 2025Q4: 50,580 shares; 2026Q1: 49,259 shares; 2026Q2: 39,538 shares 39,538$9.95M0.26%-9,721Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,910 shares; 2024Q4: 185,959 shares; 2025Q1: 163,179 shares; 2025Q2: 160,391 shares; 2025Q3: 189,496 shares; 2025Q4: 189,796 shares; 2026Q1: 32,650 shares; 2026Q2: 190,134 shares 190,134$9.85M0.26%+157,484Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,047 shares; 2024Q4: 32,015 shares; 2025Q1: 32,528 shares; 2025Q2: 32,466 shares; 2025Q3: 32,861 shares; 2025Q4: 31,523 shares; 2026Q1: 94,519 shares; 2026Q2: 92,906 shares 92,906$9.65M0.25%-1,613Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282,191 shares; 2024Q4: 291,421 shares; 2025Q1: 297,408 shares; 2025Q2: 309,388 shares; 2025Q3: 340,270 shares; 2025Q4: 373,701 shares; 2026Q1: 397,445 shares; 2026Q2: 403,264 shares 403,264$9.55M0.25%+5,819Timeline
MMITNYLIM ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 242,530 shares; 2026Q2: 372,122 shares 372,122$9.06M0.24%+129,592Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,975 shares; 2024Q4: 79,806 shares; 2025Q1: 77,072 shares; 2025Q2: 75,740 shares; 2025Q3: 70,057 shares; 2025Q4: 66,493 shares; 2026Q1: 75,847 shares; 2026Q2: 73,278 shares 73,278$8.72M0.23%-2,569Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,091 shares; 2024Q4: 40,837 shares; 2025Q1: 39,329 shares; 2025Q2: 37,549 shares; 2025Q3: 33,411 shares; 2025Q4: 32,305 shares; 2026Q1: 31,013 shares; 2026Q2: 31,647 shares 31,647$8.61M0.23%+634Timeline
DBLDOUBLELINE OPPORTUNISTIC CRQuarterly 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: 573,966 shares; 2026Q2: 596,287 shares 596,287$8.57M0.23%+22,321Timeline
VRPINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 187,744 shares; 2026Q2: 351,681 shares 351,681$8.55M0.22%+163,937Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,525 shares; 2024Q4: 14,962 shares; 2025Q1: 15,294 shares; 2025Q2: 15,276 shares; 2025Q3: 14,558 shares; 2025Q4: 14,496 shares; 2026Q1: 386,852 shares; 2026Q2: 244,488 shares 244,488$8.51M0.22%-142,364Timeline
BSJTINVESCO EXCH TRD SLF IDX FDQuarterly 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: 399,608 shares 399,608$8.44M0.22%newTimeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,467 shares; 2024Q4: 8,922 shares; 2025Q1: 12,156 shares; 2025Q2: 8,883 shares; 2025Q3: 7,629 shares; 2025Q4: 6,507 shares; 2026Q1: 94,356 shares; 2026Q2: 98,162 shares 98,162$8.15M0.21%+3,806Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,613 shares; 2024Q4: 70,989 shares; 2025Q1: 71,028 shares; 2025Q2: 68,538 shares; 2025Q3: 69,157 shares; 2025Q4: 71,127 shares; 2026Q1: 73,854 shares; 2026Q2: 68,564 shares 68,564$8.05M0.21%-5,290Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,792 shares; 2024Q4: 2,681 shares; 2025Q1: 2,699 shares; 2025Q2: 3,304 shares; 2025Q3: 3,308 shares; 2025Q4: 3,608 shares; 2026Q1: 10,132 shares; 2026Q2: 7,544 shares 7,544$8.03M0.21%-2,588Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,630 shares; 2024Q4: 269,553 shares; 2025Q1: 303,563 shares; 2025Q2: 308,693 shares; 2025Q3: 299,830 shares; 2025Q4: 319,946 shares; 2026Q1: 336,413 shares; 2026Q2: 341,085 shares 341,085$7.89M0.21%+4,672Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,426 shares; 2024Q4: 1,079 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112,980 shares; 2026Q2: 109,391 shares 109,391$7.82M0.21%-3,589Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,160 shares; 2024Q4: 49,040 shares; 2025Q1: 49,040 shares; 2025Q2: 48,511 shares; 2025Q3: 48,206 shares; 2025Q4: 48,378 shares; 2026Q1: 48,429 shares; 2026Q2: 47,484 shares 47,484$7.8M0.21%-945Timeline
PDIPIMCO DYNAMIC INCOME FDQuarterly 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: 450,684 shares; 2026Q2: 462,193 shares 462,193$7.72M0.2%+11,509Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,839 shares; 2024Q4: 5,253 shares; 2025Q1: 5,438 shares; 2025Q2: 5,438 shares; 2025Q3: 6,188 shares; 2025Q4: 5,455 shares; 2026Q1: 6,070 shares; 2026Q2: 6,424 shares 6,424$7.7M0.2%+354Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,280 shares; 2024Q4: 162,490 shares; 2025Q1: 156,719 shares; 2025Q2: 160,665 shares; 2025Q3: 153,424 shares; 2025Q4: 150,066 shares; 2026Q1: 150,170 shares; 2026Q2: 152,322 shares 152,322$7.68M0.2%+2,152Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,614 shares; 2024Q4: 57,793 shares; 2025Q1: 51,163 shares; 2025Q2: 53,648 shares; 2025Q3: 52,944 shares; 2025Q4: 59,813 shares; 2026Q1: 54,434 shares; 2026Q2: 52,166 shares 52,166$7.64M0.2%-2,268Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,113 shares; 2024Q4: 151,709 shares; 2025Q1: 228,079 shares; 2025Q2: 303,385 shares; 2025Q3: 241,339 shares; 2025Q4: 212,497 shares; 2026Q1: 197,614 shares; 2026Q2: 182,852 shares 182,852$7.54M0.2%-14,762Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,396 shares; 2024Q4: 69,475 shares; 2025Q1: 75,285 shares; 2025Q2: 44,294 shares; 2025Q3: 58,054 shares; 2025Q4: 60,494 shares; 2026Q1: 63,930 shares; 2026Q2: 53,996 shares 53,996$7.38M0.19%-9,934Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,863 shares; 2024Q4: 9,734 shares; 2025Q1: 8,577 shares; 2025Q2: 8,396 shares; 2025Q3: 7,982 shares; 2025Q4: 7,633 shares; 2026Q1: 7,605 shares; 2026Q2: 7,284 shares 7,284$7.37M0.19%-321Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,716 shares; 2024Q4: 112,586 shares; 2025Q1: 110,611 shares; 2025Q2: 105,753 shares; 2025Q3: 104,702 shares; 2025Q4: 93,354 shares; 2026Q1: 91,208 shares; 2026Q2: 91,749 shares 91,749$7.29M0.19%+541Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,412 shares; 2024Q4: 7,493 shares; 2025Q1: 7,036 shares; 2025Q2: 9,135 shares; 2025Q3: 9,224 shares; 2025Q4: 9,273 shares; 2026Q1: 148,873 shares; 2026Q2: 148,852 shares 148,852$7.24M0.19%-21Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,106 shares; 2024Q4: 47,343 shares; 2025Q1: 47,035 shares; 2025Q2: 46,863 shares; 2025Q3: 47,803 shares; 2025Q4: 48,965 shares; 2026Q1: 48,694 shares; 2026Q2: 46,689 shares 46,689$7.2M0.19%-2,005Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,136 shares; 2024Q4: 92,755 shares; 2025Q1: 89,677 shares; 2025Q2: 123,202 shares; 2025Q3: 173,851 shares; 2025Q4: 175,501 shares; 2026Q1: 53,806 shares; 2026Q2: 169,050 shares 169,050$7.17M0.19%+115,244Timeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,018 shares; 2026Q2: 146,848 shares 146,848$7.1M0.19%+57,830Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 517 shares; 2024Q4: 1,046 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 130,098 shares; 2026Q2: 78,691 shares 78,691$6.97M0.18%-51,407Timeline
MDYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,871 shares; 2024Q4: 200,984 shares; 2025Q1: 201,976 shares; 2025Q2: 77,880 shares; 2025Q3: 74,812 shares; 2025Q4: 73,232 shares; 2026Q1: 73,202 shares; 2026Q2: 73,043 shares 73,043$6.93M0.18%-159Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,710 shares; 2024Q4: 99,772 shares; 2025Q1: 93,499 shares; 2025Q2: 92,397 shares; 2025Q3: 89,765 shares; 2025Q4: 84,425 shares; 2026Q1: 88,925 shares; 2026Q2: 88,453 shares 88,453$6.82M0.18%-472Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,564 shares; 2024Q4: 2,300 shares; 2025Q1: 119,083 shares; 2025Q2: 154,836 shares; 2025Q3: 135,065 shares; 2025Q4: 112,703 shares; 2026Q1: 117,528 shares; 2026Q2: 98,502 shares 98,502$6.55M0.17%-19,026Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,968 shares; 2024Q4: 94,281 shares; 2025Q1: 94,916 shares; 2025Q2: 98,486 shares; 2025Q3: 119,764 shares; 2025Q4: 116,769 shares; 2026Q1: 118,206 shares; 2026Q2: 119,975 shares 119,975$6.48M0.17%+1,769Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,435 shares; 2024Q4: 14,121 shares; 2025Q1: 13,665 shares; 2025Q2: 13,853 shares; 2025Q3: 13,644 shares; 2025Q4: 14,240 shares; 2026Q1: 15,128 shares; 2026Q2: 10,830 shares 10,830$6.29M0.17%-4,298Timeline
EWPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,291 shares; 2026Q2: 104,720 shares 104,720$6.22M0.16%-11,571Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,043 shares; 2024Q4: 82,119 shares; 2025Q1: 85,109 shares; 2025Q2: 85,955 shares; 2025Q3: 115,043 shares; 2025Q4: 117,027 shares; 2026Q1: 120,149 shares; 2026Q2: 152,960 shares 152,960$6.22M0.16%+32,811Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,114 shares; 2024Q4: 35,112 shares; 2025Q1: 27,899 shares; 2025Q2: 30,409 shares; 2025Q3: 31,176 shares; 2025Q4: 31,519 shares; 2026Q1: 28,911 shares; 2026Q2: 24,324 shares 24,324$6.18M0.16%-4,587Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,186 shares; 2024Q4: 22,859 shares; 2025Q1: 22,948 shares; 2025Q2: 21,765 shares; 2025Q3: 20,580 shares; 2025Q4: 20,066 shares; 2026Q1: 18,319 shares; 2026Q2: 17,791 shares 17,791$6.12M0.16%-528Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,379 shares; 2024Q4: 70,658 shares; 2025Q1: 82,490 shares; 2025Q2: 77,257 shares; 2025Q3: 101,481 shares; 2025Q4: 60,044 shares; 2026Q1: 120,689 shares; 2026Q2: 106,114 shares 106,114$5.99M0.16%-14,575Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,288 shares; 2024Q4: 9,357 shares; 2025Q1: 11,441 shares; 2025Q2: 2,491 shares; 2025Q3: 2,466 shares; 2025Q4: 14,568 shares; 2026Q1: 16,392 shares; 2026Q2: 13,774 shares 13,774$5.94M0.16%-2,618Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,774 shares; 2024Q4: 7,458 shares; 2025Q1: 7,589 shares; 2025Q2: 6,944 shares; 2025Q3: 6,969 shares; 2025Q4: 5,934 shares; 2026Q1: 93,838 shares; 2026Q2: 86,737 shares 86,737$5.93M0.16%-7,101Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,423 shares; 2024Q4: 2,377 shares; 2025Q1: 3,393 shares; 2025Q2: 891 shares; 2025Q3: 971 shares; 2025Q4: 4,671 shares; 2026Q1: 4,950 shares; 2026Q2: 4,983 shares 4,983$5.85M0.15%+33Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 535 shares; 2024Q4: 702 shares; 2025Q1: 2,145 shares; 2025Q2: 2,139 shares; 2025Q3: 2,494 shares; 2025Q4: 2,502 shares; 2026Q1: 6,833 shares; 2026Q2: 16,988 shares 16,988$5.79M0.15%+10,155Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,945 shares; 2024Q4: 6,249 shares; 2025Q1: 5,989 shares; 2025Q2: 5,796 shares; 2025Q3: 6,215 shares; 2025Q4: 6,111 shares; 2026Q1: 6,965 shares; 2026Q2: 6,160 shares 6,160$5.76M0.15%-805Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,504 shares; 2024Q4: 94,387 shares; 2025Q1: 97,673 shares; 2025Q2: 101,073 shares; 2025Q3: 109,931 shares; 2025Q4: 116,996 shares; 2026Q1: 123,963 shares; 2026Q2: 128,421 shares 128,421$5.76M0.15%+4,458Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,623 shares; 2024Q4: 57,653 shares; 2025Q1: 45,547 shares; 2025Q2: 48,526 shares; 2025Q3: 48,918 shares; 2025Q4: 55,652 shares; 2026Q1: 60,239 shares; 2026Q2: 58,587 shares 58,587$5.63M0.15%-1,652Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,262 shares; 2024Q4: 24,264 shares; 2025Q1: 24,336 shares; 2025Q2: 28,591 shares; 2025Q3: 28,649 shares; 2025Q4: 24,318 shares; 2026Q1: 99,734 shares; 2026Q2: 69,327 shares 69,327$5.62M0.15%-30,407Timeline
AVXCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,509 shares; 2025Q2: 104,344 shares; 2025Q3: 88,220 shares; 2025Q4: 72,843 shares; 2026Q1: 70,000 shares; 2026Q2: 65,564 shares 65,564$5.62M0.15%-4,436Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,328 shares; 2024Q4: 75,014 shares; 2025Q1: 50,245 shares; 2025Q2: 40,972 shares; 2025Q3: 39,378 shares; 2025Q4: 42,488 shares; 2026Q1: 41,016 shares; 2026Q2: 37,754 shares 37,754$5.6M0.15%-3,262Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,926 shares; 2024Q4: 14,123 shares; 2025Q1: 13,824 shares; 2025Q2: 12,834 shares; 2025Q3: 16,804 shares; 2025Q4: 16,416 shares; 2026Q1: 16,380 shares; 2026Q2: 16,468 shares 16,468$5.57M0.15%+88Timeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 741 shares; 2024Q4: 742 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,917 shares 33,917$5.55M0.15%newTimeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,149 shares; 2024Q4: 17,282 shares; 2025Q1: 17,273 shares; 2025Q2: 17,305 shares; 2025Q3: 17,221 shares; 2025Q4: 16,967 shares; 2026Q1: 17,245 shares; 2026Q2: 49,181 shares 49,181$5.51M0.14%+31,936Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,807 shares; 2024Q4: 27,853 shares; 2025Q1: 45,069 shares; 2025Q2: 58,185 shares; 2025Q3: 78,610 shares; 2025Q4: 51,350 shares; 2026Q1: 93,067 shares; 2026Q2: 93,511 shares 93,511$5.44M0.14%+444Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,518 shares; 2024Q4: 46,518 shares; 2025Q1: 48,841 shares; 2025Q2: 50,501 shares; 2025Q3: 50,929 shares; 2025Q4: 53,394 shares; 2026Q1: 59,247 shares; 2026Q2: 59,247 shares 59,247$5.38M0.14%0Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,146 shares; 2024Q4: 17,819 shares; 2025Q1: 17,178 shares; 2025Q2: 16,890 shares; 2025Q3: 16,823 shares; 2025Q4: 16,189 shares; 2026Q1: 13,752 shares; 2026Q2: 13,055 shares 13,055$5.31M0.14%-697Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,732 shares; 2024Q4: 12,239 shares; 2025Q1: 11,973 shares; 2025Q2: 12,130 shares; 2025Q3: 12,185 shares; 2025Q4: 10,902 shares; 2026Q1: 11,178 shares; 2026Q2: 42,176 shares 42,176$5.24M0.14%+30,998Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly 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: 57,810 shares; 2025Q4: 57,810 shares; 2026Q1: not reported; 2026Q2: 57,991 shares 57,991$5.22M0.14%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,025 shares; 2024Q4: 10,648 shares; 2025Q1: 9,264 shares; 2025Q2: 10,239 shares; 2025Q3: 10,107 shares; 2025Q4: 9,821 shares; 2026Q1: 10,029 shares; 2026Q2: 10,056 shares 10,056$5.16M0.14%+27Timeline
GARPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,718 shares; 2026Q2: 60,758 shares 60,758$5.02M0.13%+49,040Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,734 shares; 2024Q4: 14,736 shares; 2025Q1: 12,043 shares; 2025Q2: 13,404 shares; 2025Q3: 15,727 shares; 2025Q4: 15,154 shares; 2026Q1: 15,004 shares; 2026Q2: 14,520 shares 14,520$4.98M0.13%-484Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,526 shares; 2024Q4: 1,878 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,296 shares; 2026Q1: 175,210 shares; 2026Q2: 73,100 shares 73,100$4.97M0.13%-102,110Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly 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: 124,666 shares; 2026Q2: 95,005 shares 95,005$4.73M0.12%-29,661Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,507 shares; 2024Q4: 20,361 shares; 2025Q1: 21,635 shares; 2025Q2: 21,765 shares; 2025Q3: 21,308 shares; 2025Q4: 21,290 shares; 2026Q1: 20,118 shares; 2026Q2: 34,320 shares 34,320$4.69M0.12%+14,202Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,353 shares; 2024Q4: 10,671 shares; 2025Q1: 11,188 shares; 2025Q2: 4,636 shares; 2025Q3: 4,688 shares; 2025Q4: 11,564 shares; 2026Q1: 12,362 shares; 2026Q2: 12,374 shares 12,374$4.62M0.12%+12Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,213 shares; 2024Q4: 16,950 shares; 2025Q1: 16,374 shares; 2025Q2: 16,152 shares; 2025Q3: 16,311 shares; 2025Q4: 16,133 shares; 2026Q1: 16,067 shares; 2026Q2: 13,112 shares 13,112$4.62M0.12%-2,955Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,190 shares; 2024Q4: 50,245 shares; 2025Q1: 48,317 shares; 2025Q2: 47,004 shares; 2025Q3: 54,045 shares; 2025Q4: 53,858 shares; 2026Q1: 49,721 shares; 2026Q2: 47,820 shares 47,820$4.62M0.12%-1,901Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,022 shares; 2024Q4: 177,955 shares; 2025Q1: 175,937 shares; 2025Q2: 178,424 shares; 2025Q3: 179,717 shares; 2025Q4: 178,417 shares; 2026Q1: 178,501 shares; 2026Q2: 180,128 shares 180,128$4.6M0.12%+1,627Timeline
FTGSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,110 shares; 2024Q4: 1,110 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 182,598 shares; 2026Q2: 123,746 shares 123,746$4.58M0.12%-58,852Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,199 shares; 2024Q4: 8,039 shares; 2025Q1: 6,913 shares; 2025Q2: 6,796 shares; 2025Q3: 6,707 shares; 2025Q4: 6,679 shares; 2026Q1: 7,248 shares; 2026Q2: 7,130 shares 7,130$4.57M0.12%-118Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,452 shares; 2024Q4: 154,123 shares; 2025Q1: 152,714 shares; 2025Q2: 148,033 shares; 2025Q3: 143,781 shares; 2025Q4: 144,273 shares; 2026Q1: 167,924 shares; 2026Q2: 163,381 shares 163,381$4.53M0.12%-4,543Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,312 shares; 2024Q4: 85,849 shares; 2025Q1: 67,454 shares; 2025Q2: 86,447 shares; 2025Q3: 82,210 shares; 2025Q4: 79,271 shares; 2026Q1: 78,061 shares; 2026Q2: 79,071 shares 79,071$4.51M0.12%+1,010Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,657 shares; 2024Q4: 37,292 shares; 2025Q1: 37,825 shares; 2025Q2: 37,914 shares; 2025Q3: 38,295 shares; 2025Q4: 50,923 shares; 2026Q1: 52,291 shares; 2026Q2: 51,616 shares 51,616$4.49M0.12%-675Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,507 shares; 2024Q4: 56,215 shares; 2025Q1: 50,295 shares; 2025Q2: 51,835 shares; 2025Q3: 51,680 shares; 2025Q4: 52,457 shares; 2026Q1: 57,416 shares; 2026Q2: 54,170 shares 54,170$4.48M0.12%-3,246Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,881 shares; 2024Q4: 19,602 shares; 2025Q1: 17,795 shares; 2025Q2: 17,220 shares; 2025Q3: 16,796 shares; 2025Q4: 16,406 shares; 2026Q1: 15,873 shares; 2026Q2: 15,380 shares 15,380$4.47M0.12%-493Timeline
BSMTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,238 shares; 2024Q4: 129,286 shares; 2025Q1: 166,334 shares; 2025Q2: 154,165 shares; 2025Q3: 178,254 shares; 2025Q4: 201,830 shares; 2026Q1: 229,676 shares; 2026Q2: 193,355 shares 193,355$4.45M0.12%-36,321Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,890 shares; 2024Q4: 69,404 shares; 2025Q1: 69,143 shares; 2025Q2: 7,256 shares; 2025Q3: 7,286 shares; 2025Q4: 69,757 shares; 2026Q1: 69,192 shares; 2026Q2: 70,127 shares 70,127$4.41M0.12%+935Timeline
SIVRABRDN SILVER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,854 shares; 2024Q4: 132,694 shares; 2025Q1: 137,650 shares; 2025Q2: 137,063 shares; 2025Q3: 138,665 shares; 2025Q4: 119,411 shares; 2026Q1: 74,887 shares; 2026Q2: 78,311 shares 78,311$4.4M0.12%+3,424Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly 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: 3,549 shares; 2025Q4: 7,371 shares; 2026Q1: 13,065 shares; 2026Q2: 22,676 shares 22,676$4.35M0.11%+9,611Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,473 shares; 2024Q4: 12,167 shares; 2025Q1: 11,979 shares; 2025Q2: 11,916 shares; 2025Q3: 11,920 shares; 2025Q4: 12,090 shares; 2026Q1: 19,184 shares; 2026Q2: 19,214 shares 19,214$4.3M0.11%+30Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,641 shares; 2024Q4: 7,326 shares; 2025Q1: 6,533 shares; 2025Q2: 6,348 shares; 2025Q3: 6,239 shares; 2025Q4: 6,431 shares; 2026Q1: 9,650 shares; 2026Q2: 14,277 shares 14,277$4.26M0.11%+4,627Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,355 shares; 2024Q4: 13,933 shares; 2025Q1: 14,425 shares; 2025Q2: 15,905 shares; 2025Q3: 15,094 shares; 2025Q4: 15,541 shares; 2026Q1: 15,102 shares; 2026Q2: 22,621 shares 22,621$4.19M0.11%+7,519Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,290 shares; 2024Q4: 9,910 shares; 2025Q1: 7,838 shares; 2025Q2: 10,120 shares; 2025Q3: 10,338 shares; 2025Q4: 10,080 shares; 2026Q1: 9,779 shares; 2026Q2: 10,068 shares 10,068$4.18M0.11%+289Timeline
FTCBFIRST TR EXCHANGE-TRADED FDQuarterly 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: 268,805 shares; 2026Q2: 197,652 shares 197,652$4.12M0.11%-71,153Timeline
BSMRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,559 shares; 2024Q4: 128,236 shares; 2025Q1: 157,492 shares; 2025Q2: 147,798 shares; 2025Q3: 166,387 shares; 2025Q4: 191,201 shares; 2026Q1: 182,511 shares; 2026Q2: 171,608 shares 171,608$4.06M0.11%-10,903Timeline
IVESWEDBUSH SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 106,132 shares 106,132$4.04M0.11%newTimeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,649 shares; 2024Q4: 63,679 shares; 2025Q1: 47,399 shares; 2025Q2: 47,801 shares; 2025Q3: 46,983 shares; 2025Q4: 46,912 shares; 2026Q1: 53,434 shares; 2026Q2: 48,521 shares 48,521$4.01M0.11%-4,913Timeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,228 shares; 2024Q4: 50,748 shares; 2025Q1: 52,017 shares; 2025Q2: 50,429 shares; 2025Q3: 47,616 shares; 2025Q4: 42,311 shares; 2026Q1: 42,321 shares; 2026Q2: 42,613 shares 42,613$4M0.11%+292Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,117 shares; 2024Q4: 26,562 shares; 2025Q1: 25,014 shares; 2025Q2: 19,038 shares; 2025Q3: 21,387 shares; 2025Q4: 21,192 shares; 2026Q1: 23,695 shares; 2026Q2: 24,085 shares 24,085$3.99M0.1%+390Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,342 shares; 2024Q4: 67,683 shares; 2025Q1: 68,021 shares; 2025Q2: 67,250 shares; 2025Q3: 67,454 shares; 2025Q4: 67,791 shares; 2026Q1: 69,231 shares; 2026Q2: 69,842 shares 69,842$3.88M0.1%+611Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,563 shares; 2024Q4: 37,976 shares; 2025Q1: 38,306 shares; 2025Q2: 34,079 shares; 2025Q3: 34,299 shares; 2025Q4: 36,732 shares; 2026Q1: 41,313 shares; 2026Q2: 34,079 shares 34,079$3.86M0.1%-7,234Timeline
TOTLSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135,199 shares; 2026Q2: 97,481 shares 97,481$3.85M0.1%-37,718Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,327 shares; 2024Q4: 66,471 shares; 2025Q1: 68,809 shares; 2025Q2: 69,697 shares; 2025Q3: 99,576 shares; 2025Q4: 101,471 shares; 2026Q1: 104,455 shares; 2026Q2: 107,988 shares 107,988$3.78M0.1%+3,533Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,547 shares; 2024Q4: 14,510 shares; 2025Q1: 14,215 shares; 2025Q2: 14,217 shares; 2025Q3: 14,872 shares; 2025Q4: 13,903 shares; 2026Q1: 14,233 shares; 2026Q2: 13,666 shares 13,666$3.69M0.1%-567Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,042 shares; 2024Q4: 53,561 shares; 2025Q1: 49,192 shares; 2025Q2: 46,681 shares; 2025Q3: 46,181 shares; 2025Q4: 50,962 shares; 2026Q1: 145,664 shares; 2026Q2: 100,460 shares 100,460$3.63M0.1%-45,204Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,145 shares; 2024Q4: 22,256 shares; 2025Q1: 23,351 shares; 2025Q2: 24,476 shares; 2025Q3: 24,929 shares; 2025Q4: 25,600 shares; 2026Q1: 33,497 shares; 2026Q2: 51,736 shares 51,736$3.6M0.09%+18,239Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,509 shares 49,509$3.58M0.09%newTimeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,701 shares; 2024Q4: 16,923 shares; 2025Q1: 16,349 shares; 2025Q2: 16,203 shares; 2025Q3: 16,480 shares; 2025Q4: 16,325 shares; 2026Q1: 16,358 shares; 2026Q2: 14,685 shares 14,685$3.56M0.09%-1,673Timeline
SPYDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74,387 shares 74,387$3.55M0.09%newTimeline
RISNNORTHERN LTS FD TR IVQuarterly 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: 115,050 shares 115,050$3.53M0.09%newTimeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,241 shares; 2024Q4: 129,985 shares; 2025Q1: 132,899 shares; 2025Q2: 130,543 shares; 2025Q3: 127,779 shares; 2025Q4: 126,859 shares; 2026Q1: 124,417 shares; 2026Q2: 121,635 shares 121,635$3.53M0.09%-2,782Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,558 shares; 2024Q4: 120,240 shares; 2025Q1: 119,376 shares; 2025Q2: 119,425 shares; 2025Q3: 115,502 shares; 2025Q4: 116,423 shares; 2026Q1: 116,650 shares; 2026Q2: 117,540 shares 117,540$3.53M0.09%+890Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,097 shares; 2024Q4: 4,900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195,035 shares; 2026Q2: 188,289 shares 188,289$3.49M0.09%-6,746Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,985 shares; 2024Q4: 5,911 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,088 shares; 2025Q4: 4,109 shares; 2026Q1: 5,191 shares; 2026Q2: 5,423 shares 5,423$3.46M0.09%+232Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,207 shares; 2024Q4: 4,723 shares; 2025Q1: 6,605 shares; 2025Q2: 6,934 shares; 2025Q3: 7,030 shares; 2025Q4: 8,134 shares; 2026Q1: 11,658 shares; 2026Q2: 13,673 shares 13,673$3.45M0.09%+2,015Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,621 shares; 2024Q4: 4,341 shares; 2025Q1: 2,928 shares; 2025Q2: 4,312 shares; 2025Q3: 4,332 shares; 2025Q4: 45,818 shares; 2026Q1: 44,403 shares; 2026Q2: 47,983 shares 47,983$3.43M0.09%+3,580Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,677 shares; 2024Q4: 4,770 shares; 2025Q1: 4,831 shares; 2025Q2: 5,240 shares; 2025Q3: 5,396 shares; 2025Q4: 5,384 shares; 2026Q1: 5,346 shares; 2026Q2: 5,317 shares 5,317$3.37M0.09%-29Timeline
RNRGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 94,313 shares 94,313$3.36M0.09%newTimeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,155 shares; 2024Q4: 57,414 shares; 2025Q1: 58,847 shares; 2025Q2: 59,447 shares; 2025Q3: 79,606 shares; 2025Q4: 80,535 shares; 2026Q1: 81,037 shares; 2026Q2: 82,906 shares 82,906$3.33M0.09%+1,869Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,394 shares; 2024Q4: 3,660 shares; 2025Q1: 3,230 shares; 2025Q2: 3,581 shares; 2025Q3: 3,562 shares; 2025Q4: 3,487 shares; 2026Q1: 3,437 shares; 2026Q2: 3,356 shares 3,356$3.23M0.08%-81Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,049 shares; 2024Q4: 26,733 shares; 2025Q1: 25,879 shares; 2025Q2: 25,552 shares; 2025Q3: 25,906 shares; 2025Q4: 24,112 shares; 2026Q1: 24,383 shares; 2026Q2: 22,109 shares 22,109$3.22M0.08%-2,274Timeline
BSMVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,513 shares; 2024Q4: 118,554 shares; 2025Q1: 146,393 shares; 2025Q2: 117,644 shares; 2025Q3: 147,354 shares; 2025Q4: 174,209 shares; 2026Q1: 223,134 shares; 2026Q2: 152,733 shares 152,733$3.21M0.08%-70,401Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,441 shares; 2024Q4: 62,594 shares; 2025Q1: 59,132 shares; 2025Q2: 15,329 shares; 2025Q3: 15,400 shares; 2025Q4: 64,219 shares; 2026Q1: 64,169 shares; 2026Q2: 14,668 shares 14,668$3.18M0.08%-49,501Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,053 shares; 2024Q4: 5,171 shares; 2025Q1: 3,631 shares; 2025Q2: 3,415 shares; 2025Q3: 4,007 shares; 2025Q4: 4,070 shares; 2026Q1: 28,741 shares; 2026Q2: 4,799 shares 4,799$3.15M0.08%-23,942Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,187 shares; 2024Q4: 30,451 shares; 2025Q1: 27,292 shares; 2025Q2: 26,804 shares; 2025Q3: 27,002 shares; 2025Q4: 27,314 shares; 2026Q1: 27,131 shares; 2026Q2: 21,926 shares 21,926$3.15M0.08%-5,205Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,257 shares; 2024Q4: 14,096 shares; 2025Q1: 15,340 shares; 2025Q2: 15,134 shares; 2025Q3: 16,145 shares; 2025Q4: 31,995 shares; 2026Q1: 45,420 shares; 2026Q2: 58,591 shares 58,591$3.11M0.08%+13,171Timeline
BSCWINVESCO EXCH TRD SLF IDX FDQuarterly 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: 35,763 shares; 2025Q4: 97,884 shares; 2026Q1: 145,581 shares; 2026Q2: 150,932 shares 150,932$3.1M0.08%+5,351Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,046 shares; 2024Q4: 13,820 shares; 2025Q1: 13,725 shares; 2025Q2: 13,607 shares; 2025Q3: 13,369 shares; 2025Q4: 13,192 shares; 2026Q1: 13,749 shares; 2026Q2: 13,621 shares 13,621$3.09M0.08%-128Timeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,312 shares; 2024Q4: 53,524 shares; 2025Q1: 119,158 shares; 2025Q2: 132,615 shares; 2025Q3: 141,608 shares; 2025Q4: 152,063 shares; 2026Q1: 148,517 shares; 2026Q2: 148,843 shares 148,843$3.03M0.08%+326Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,213 shares; 2024Q4: 52,311 shares; 2025Q1: 50,982 shares; 2025Q2: 50,320 shares; 2025Q3: 48,750 shares; 2025Q4: 46,675 shares; 2026Q1: 53,797 shares; 2026Q2: 39,784 shares 39,784$3M0.08%-14,013Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4$3M0.08%0Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,228 shares; 2024Q4: 42,817 shares; 2025Q1: 48,100 shares; 2025Q2: 42,665 shares; 2025Q3: 38,148 shares; 2025Q4: 40,506 shares; 2026Q1: 50,020 shares; 2026Q2: 55,012 shares 55,012$2.95M0.08%+4,992Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,600 shares; 2024Q4: 38,029 shares; 2025Q1: 36,531 shares; 2025Q2: 36,113 shares; 2025Q3: 36,711 shares; 2025Q4: 37,082 shares; 2026Q1: 35,943 shares; 2026Q2: 35,806 shares 35,806$2.94M0.08%-137Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,355 shares; 2024Q4: 3,623 shares; 2025Q1: 3,864 shares; 2025Q2: 3,857 shares; 2025Q3: 4,194 shares; 2025Q4: 5,774 shares; 2026Q1: 6,258 shares; 2026Q2: 12,040 shares 12,040$2.92M0.08%+5,782Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,037 shares; 2024Q4: 127,804 shares; 2025Q1: 121,368 shares; 2025Q2: 115,971 shares; 2025Q3: 111,745 shares; 2025Q4: 110,184 shares; 2026Q1: 99,912 shares; 2026Q2: 98,998 shares 98,998$2.91M0.08%-914Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,523 shares; 2024Q4: 17,697 shares; 2025Q1: 15,141 shares; 2025Q2: 16,543 shares; 2025Q3: 15,776 shares; 2025Q4: 16,241 shares; 2026Q1: 18,236 shares; 2026Q2: 18,465 shares 18,465$2.89M0.08%+229Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,616 shares; 2024Q4: 9,621 shares; 2025Q1: 9,497 shares; 2025Q2: 8,954 shares; 2025Q3: 8,979 shares; 2025Q4: 8,972 shares; 2026Q1: 8,856 shares; 2026Q2: 24,472 shares 24,472$2.88M0.08%+15,616Timeline
COMTISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 89,279 shares; 2025Q1: 87,778 shares; 2025Q2: 85,659 shares; 2025Q3: 89,557 shares; 2025Q4: 97,367 shares; 2026Q1: 94,111 shares; 2026Q2: 92,901 shares 92,901$2.82M0.07%-1,210Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,784 shares; 2024Q4: 21,475 shares; 2025Q1: 18,858 shares; 2025Q2: 19,236 shares; 2025Q3: 19,172 shares; 2025Q4: 17,859 shares; 2026Q1: 19,306 shares; 2026Q2: 34,441 shares 34,441$2.8M0.07%+15,135Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,643 shares; 2024Q4: 28,690 shares; 2025Q1: 28,676 shares; 2025Q2: not reported; 2025Q3: 5,826 shares; 2025Q4: 32,901 shares; 2026Q1: 33,064 shares; 2026Q2: 33,043 shares 33,043$2.8M0.07%-21Timeline
BSCUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,500 shares; 2025Q1: 30,671 shares; 2025Q2: 69,978 shares; 2025Q3: 123,415 shares; 2025Q4: 158,034 shares; 2026Q1: 164,815 shares; 2026Q2: 166,829 shares 166,829$2.78M0.07%+2,014Timeline
FIIGFIRST TR EXCHANGE-TRADED FDQuarterly 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: 180,401 shares; 2026Q2: 130,123 shares 130,123$2.69M0.07%-50,278Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 6,090 shares; 2025Q2: 7,190 shares; 2025Q3: 9,940 shares; 2025Q4: 16,935 shares; 2026Q1: 20,370 shares; 2026Q2: 25,970 shares 25,970$2.63M0.07%+5,600Timeline
BSCXINVESCO EXCH TRD SLF IDX FDQuarterly 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: 105,782 shares; 2026Q2: 124,944 shares 124,944$2.63M0.07%+19,162Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,408 shares; 2024Q4: 16,606 shares; 2025Q1: 16,018 shares; 2025Q2: 15,262 shares; 2025Q3: 15,977 shares; 2025Q4: 37,117 shares; 2026Q1: 54,979 shares; 2026Q2: 57,985 shares 57,985$2.63M0.07%+3,006Timeline
FTHIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,485 shares; 2024Q4: 62,702 shares; 2025Q1: 72,618 shares; 2025Q2: 67,364 shares; 2025Q3: 69,881 shares; 2025Q4: 75,347 shares; 2026Q1: 99,907 shares; 2026Q2: 109,429 shares 109,429$2.61M0.07%+9,522Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,070 shares; 2024Q4: 22,036 shares; 2025Q1: 22,040 shares; 2025Q2: 22,091 shares; 2025Q3: 22,094 shares; 2025Q4: 20,713 shares; 2026Q1: 20,755 shares; 2026Q2: 19,949 shares 19,949$2.55M0.07%-806Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,767 shares; 2024Q4: 32,867 shares; 2025Q1: 32,937 shares; 2025Q2: 32,494 shares; 2025Q3: 33,163 shares; 2025Q4: 32,175 shares; 2026Q1: 32,600 shares; 2026Q2: 32,181 shares 32,181$2.54M0.07%-419Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 939 shares; 2024Q4: 912 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,742 shares; 2026Q2: 27,393 shares 27,393$2.53M0.07%-10,349Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,167 shares; 2024Q4: 69,555 shares; 2025Q1: 67,755 shares; 2025Q2: 67,366 shares; 2025Q3: 67,207 shares; 2025Q4: 66,902 shares; 2026Q1: 69,003 shares; 2026Q2: 68,743 shares 68,743$2.49M0.07%-260Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,449 shares; 2024Q4: 9,533 shares; 2025Q1: 9,412 shares; 2025Q2: 9,310 shares; 2025Q3: 9,159 shares; 2025Q4: 9,121 shares; 2026Q1: 9,096 shares; 2026Q2: 8,828 shares 8,828$2.46M0.06%-268Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,153 shares; 2024Q4: 1,065 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,922 shares; 2025Q4: 2,908 shares; 2026Q1: 3,327 shares; 2026Q2: 3,354 shares 3,354$2.42M0.06%+27Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194 shares; 2024Q4: 173 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,501 shares; 2026Q2: 54,187 shares 54,187$2.41M0.06%-4,314Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,305 shares; 2024Q4: 17,141 shares; 2025Q1: 16,836 shares; 2025Q2: 16,662 shares; 2025Q3: 16,446 shares; 2025Q4: 16,459 shares; 2026Q1: 16,584 shares; 2026Q2: 16,306 shares 16,306$2.41M0.06%-278Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,112 shares; 2024Q4: 17,397 shares; 2025Q1: 16,460 shares; 2025Q2: 12,120 shares; 2025Q3: 14,000 shares; 2025Q4: 14,231 shares; 2026Q1: 16,037 shares; 2026Q2: 17,045 shares 17,045$2.38M0.06%+1,008Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,179 shares; 2024Q4: 9,292 shares; 2025Q1: 9,024 shares; 2025Q2: 8,793 shares; 2025Q3: 8,789 shares; 2025Q4: 8,619 shares; 2026Q1: 8,516 shares; 2026Q2: 8,316 shares 8,316$2.38M0.06%-200Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 894 shares; 2026Q2: 1,044 shares 1,044$2.37M0.06%+150Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,120 shares; 2024Q4: 9,483 shares; 2025Q1: 9,439 shares; 2025Q2: 9,349 shares; 2025Q3: 9,488 shares; 2025Q4: 9,085 shares; 2026Q1: 7,255 shares; 2026Q2: 7,353 shares 7,353$2.31M0.06%+98Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,973 shares; 2024Q4: 23,651 shares; 2025Q1: 22,767 shares; 2025Q2: 22,025 shares; 2025Q3: 21,794 shares; 2025Q4: 21,775 shares; 2026Q1: 21,625 shares; 2026Q2: 21,190 shares 21,190$2.31M0.06%-435Timeline
IYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,115 shares; 2024Q4: 13,704 shares; 2025Q1: 16,222 shares; 2025Q2: 16,776 shares; 2025Q3: 18,034 shares; 2025Q4: 19,570 shares; 2026Q1: 18,418 shares; 2026Q2: 18,100 shares 18,100$2.31M0.06%-318Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,073 shares; 2024Q4: 10,503 shares; 2025Q1: 10,526 shares; 2025Q2: 10,271 shares; 2025Q3: 10,259 shares; 2025Q4: 10,207 shares; 2026Q1: 10,801 shares; 2026Q2: 10,285 shares 10,285$2.19M0.06%-516Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,717 shares; 2024Q4: 33,233 shares; 2025Q1: 17,099 shares; 2025Q2: 26,794 shares; 2025Q3: 27,519 shares; 2025Q4: 28,184 shares; 2026Q1: 25,100 shares; 2026Q2: 21,050 shares 21,050$2.19M0.06%-4,050Timeline
SNPEDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,032 shares; 2024Q4: 32,995 shares; 2025Q1: 32,362 shares; 2025Q2: 32,341 shares; 2025Q3: 31,929 shares; 2025Q4: 32,027 shares; 2026Q1: 31,859 shares; 2026Q2: 31,766 shares 31,766$2.19M0.06%-93Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,062 shares; 2024Q4: 8,176 shares; 2025Q1: 6,152 shares; 2025Q2: 6,154 shares; 2025Q3: 6,383 shares; 2025Q4: 6,705 shares; 2026Q1: 7,701 shares; 2026Q2: 7,829 shares 7,829$2.12M0.06%+128Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,210 shares; 2024Q4: 7,985 shares; 2025Q1: 7,205 shares; 2025Q2: 7,156 shares; 2025Q3: 6,860 shares; 2025Q4: 6,763 shares; 2026Q1: 6,744 shares; 2026Q2: 6,122 shares 6,122$2.1M0.06%-622Timeline
FSIGFIRST TR EXCHANGE-TRADED FDQuarterly 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: 152,934 shares; 2026Q2: 110,548 shares 110,548$2.08M0.05%-42,386Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,038 shares; 2024Q4: 15,531 shares; 2025Q1: 13,111 shares; 2025Q2: 14,036 shares; 2025Q3: 14,003 shares; 2025Q4: 14,082 shares; 2026Q1: 15,860 shares; 2026Q2: 11,260 shares 11,260$2.08M0.05%-4,600Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,869 shares; 2024Q4: 29,797 shares; 2025Q1: 29,730 shares; 2025Q2: 29,701 shares; 2025Q3: 29,731 shares; 2025Q4: 29,687 shares; 2026Q1: 39,013 shares; 2026Q2: 29,474 shares 29,474$2.06M0.05%-9,539Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,030 shares; 2024Q4: 3,029 shares; 2025Q1: 2,312 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,071 shares; 2026Q1: 7,629 shares; 2026Q2: 7,859 shares 7,859$2.05M0.05%+230Timeline
IYZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,466 shares; 2026Q2: 48,192 shares 48,192$2.04M0.05%+29,726Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,956 shares; 2024Q4: 3,925 shares; 2025Q1: 3,290 shares; 2025Q2: 4,096 shares; 2025Q3: 4,457 shares; 2025Q4: 4,396 shares; 2026Q1: 4,038 shares; 2026Q2: 4,061 shares 4,061$2.04M0.05%+23Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,012 shares; 2024Q4: 8,939 shares; 2025Q1: 8,901 shares; 2025Q2: 8,894 shares; 2025Q3: 8,862 shares; 2025Q4: 8,851 shares; 2026Q1: 9,385 shares; 2026Q2: 9,259 shares 9,259$2.03M0.05%-126Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,779 shares; 2024Q4: 22,299 shares; 2025Q1: 16,365 shares; 2025Q2: 22,146 shares; 2025Q3: 22,173 shares; 2025Q4: 22,173 shares; 2026Q1: 20,375 shares; 2026Q2: 20,863 shares 20,863$2.01M0.05%+488Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,427 shares; 2024Q4: 14,448 shares; 2025Q1: 11,686 shares; 2025Q2: 11,015 shares; 2025Q3: 13,696 shares; 2025Q4: 13,622 shares; 2026Q1: 20,896 shares; 2026Q2: 21,869 shares 21,869$2M0.05%+973Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,134 shares; 2024Q4: 8,209 shares; 2025Q1: 8,614 shares; 2025Q2: 8,796 shares; 2025Q3: 9,217 shares; 2025Q4: 10,031 shares; 2026Q1: 11,145 shares; 2026Q2: 10,707 shares 10,707$1.96M0.05%-438Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,700 shares; 2024Q4: 47,093 shares; 2025Q1: 43,738 shares; 2025Q2: 42,737 shares; 2025Q3: 42,651 shares; 2025Q4: 42,763 shares; 2026Q1: 40,456 shares; 2026Q2: 21,257 shares 21,257$1.93M0.05%-19,199Timeline
HYLSFIRST TR EXCHANGE-TRADED FDQuarterly 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: 64,842 shares; 2026Q2: 47,062 shares 47,062$1.91M0.05%-17,780Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,407 shares; 2024Q4: 8,802 shares; 2025Q1: 8,933 shares; 2025Q2: 8,938 shares; 2025Q3: 8,997 shares; 2025Q4: 9,455 shares; 2026Q1: 9,197 shares; 2026Q2: 9,031 shares 9,031$1.89M0.05%-166Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,366 shares; 2024Q4: 64,467 shares; 2025Q1: 58,735 shares; 2025Q2: 54,167 shares; 2025Q3: 51,122 shares; 2025Q4: 46,254 shares; 2026Q1: 36,913 shares; 2026Q2: 35,165 shares 35,165$1.88M0.05%-1,748Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,128 shares; 2024Q4: 8,059 shares; 2025Q1: 8,222 shares; 2025Q2: 8,238 shares; 2025Q3: 8,224 shares; 2025Q4: 9,836 shares; 2026Q1: 26,212 shares; 2026Q2: 23,058 shares 23,058$1.86M0.05%-3,154Timeline
UCONFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101,566 shares; 2026Q2: 74,337 shares 74,337$1.85M0.05%-27,229Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,229 shares; 2024Q4: 7,386 shares; 2025Q1: 7,578 shares; 2025Q2: 6,931 shares; 2025Q3: 7,007 shares; 2025Q4: 7,537 shares; 2026Q1: 9,707 shares; 2026Q2: 9,707 shares 9,707$1.85M0.05%0Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,750 shares; 2024Q4: 13,727 shares; 2025Q1: 13,827 shares; 2025Q2: 13,697 shares; 2025Q3: 13,812 shares; 2025Q4: 13,803 shares; 2026Q1: 11,721 shares; 2026Q2: 9,511 shares 9,511$1.81M0.05%-2,210Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,665 shares; 2024Q4: 27,379 shares; 2025Q1: 24,209 shares; 2025Q2: 26,985 shares; 2025Q3: 27,390 shares; 2025Q4: 27,085 shares; 2026Q1: 27,435 shares; 2026Q2: 20,545 shares 20,545$1.8M0.05%-6,890Timeline
FJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 619 shares; 2025Q1: 49,182 shares; 2025Q2: 48,282 shares; 2025Q3: 39,023 shares; 2025Q4: 33,023 shares; 2026Q1: 32,521 shares; 2026Q2: 32,658 shares 32,658$1.8M0.05%+137Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,022 shares; 2024Q4: 9,448 shares; 2025Q1: 9,450 shares; 2025Q2: 9,486 shares; 2025Q3: 10,510 shares; 2025Q4: 11,462 shares; 2026Q1: 11,641 shares; 2026Q2: 10,098 shares 10,098$1.78M0.05%-1,543Timeline
FMHIFIRST TR EXCH TRADED FD IIIQuarterly 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: 51,664 shares; 2026Q2: 36,756 shares 36,756$1.78M0.05%-14,908Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,354 shares; 2024Q4: 9,300 shares; 2025Q1: 8,988 shares; 2025Q2: 9,100 shares; 2025Q3: 8,486 shares; 2025Q4: 12,598 shares; 2026Q1: 14,148 shares; 2026Q2: 22,251 shares 22,251$1.78M0.05%+8,103Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,252 shares; 2024Q4: 81,237 shares; 2025Q1: 116,177 shares; 2025Q2: 129,399 shares; 2025Q3: 133,654 shares; 2025Q4: 133,240 shares; 2026Q1: 104,024 shares; 2026Q2: 91,049 shares 91,049$1.78M0.05%-12,975Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,550 shares; 2024Q4: 25,009 shares; 2025Q1: 24,328 shares; 2025Q2: 23,757 shares; 2025Q3: 23,120 shares; 2025Q4: 22,759 shares; 2026Q1: 11,857 shares; 2026Q2: 21,417 shares 21,417$1.76M0.05%+9,560Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,525 shares; 2024Q4: 7,684 shares; 2025Q1: 12,581 shares; 2025Q2: 16,090 shares; 2025Q3: 17,154 shares; 2025Q4: 16,971 shares; 2026Q1: 16,759 shares; 2026Q2: 15,056 shares 15,056$1.76M0.05%-1,703Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,814 shares; 2024Q4: 20,648 shares; 2025Q1: 20,025 shares; 2025Q2: 22,685 shares; 2025Q3: 19,976 shares; 2025Q4: 19,691 shares; 2026Q1: 20,400 shares; 2026Q2: 18,117 shares 18,117$1.75M0.05%-2,283Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,162 shares; 2024Q4: 1,472 shares; 2025Q1: 3,372 shares; 2025Q2: 4,234 shares; 2025Q3: 6,857 shares; 2025Q4: 19,511 shares; 2026Q1: 14,903 shares; 2026Q2: 17,260 shares 17,260$1.74M0.05%+2,357Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,076 shares; 2024Q4: 31,203 shares; 2025Q1: 28,858 shares; 2025Q2: 30,201 shares; 2025Q3: 30,921 shares; 2025Q4: 32,848 shares; 2026Q1: 33,476 shares; 2026Q2: 34,678 shares 34,678$1.73M0.05%+1,202Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 995 shares; 2024Q4: 756 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,153 shares; 2025Q4: 4,300 shares; 2026Q1: 4,502 shares; 2026Q2: 4,343 shares 4,343$1.72M0.05%-159Timeline
AFMCFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,876 shares; 2026Q2: 42,084 shares 42,084$1.72M0.05%-30,792Timeline
QQNITY ELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,418 shares; 2026Q2: 10,507 shares 10,507$1.72M0.05%+3,089Timeline
IOOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,579 shares; 2024Q4: 9,198 shares; 2025Q1: 8,539 shares; 2025Q2: 8,141 shares; 2025Q3: 7,580 shares; 2025Q4: 7,509 shares; 2026Q1: 7,449 shares; 2026Q2: 12,521 shares 12,521$1.71M0.04%+5,072Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,872 shares; 2024Q4: 42,045 shares; 2025Q1: 15,248 shares; 2025Q2: 40,882 shares; 2025Q3: 39,577 shares; 2025Q4: 35,023 shares; 2026Q1: 41,734 shares; 2026Q2: 39,949 shares 39,949$1.71M0.04%-1,785Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,172 shares; 2024Q4: 1,193 shares; 2025Q1: 2,007 shares; 2025Q2: 1,176 shares; 2025Q3: 1,752 shares; 2025Q4: not reported; 2026Q1: 7,426 shares; 2026Q2: 7,438 shares 7,438$1.69M0.04%+12Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,680 shares; 2024Q4: 2,618 shares; 2025Q1: 2,613 shares; 2025Q2: 2,616 shares; 2025Q3: 2,615 shares; 2025Q4: 1,901 shares; 2026Q1: 1,647 shares; 2026Q2: 847 shares 847$1.68M0.04%-800Timeline
SCHISCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,379 shares; 2024Q4: 73,030 shares; 2025Q1: 73,218 shares; 2025Q2: 73,616 shares; 2025Q3: 74,019 shares; 2025Q4: 74,546 shares; 2026Q1: 73,590 shares; 2026Q2: 73,777 shares 73,777$1.67M0.04%+187Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,927 shares; 2024Q4: 8,015 shares; 2025Q1: 6,597 shares; 2025Q2: 6,941 shares; 2025Q3: 7,084 shares; 2025Q4: 6,687 shares; 2026Q1: 7,512 shares; 2026Q2: 6,880 shares 6,880$1.63M0.04%-632Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,852 shares; 2024Q4: 12,558 shares; 2025Q1: 11,601 shares; 2025Q2: 7,764 shares; 2025Q3: 14,916 shares; 2025Q4: 15,211 shares; 2026Q1: 15,578 shares; 2026Q2: 14,748 shares 14,748$1.63M0.04%-830Timeline
ACYNFIRST TR EXCHANGE-TRADED FDQuarterly 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: 77,755 shares 77,755$1.62M0.04%newTimeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,108 shares; 2024Q4: 53,360 shares; 2025Q1: 54,586 shares; 2025Q2: 41,475 shares; 2025Q3: 44,727 shares; 2025Q4: 43,919 shares; 2026Q1: 44,580 shares; 2026Q2: 43,688 shares 43,688$1.61M0.04%-892Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,035 shares; 2024Q4: 4,636 shares; 2025Q1: 435 shares; 2025Q2: 3,835 shares; 2025Q3: 3,835 shares; 2025Q4: 2,250 shares; 2026Q1: 3,210 shares; 2026Q2: 3,783 shares 3,783$1.61M0.04%+573Timeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,885 shares; 2024Q4: 10,285 shares; 2025Q1: 10,285 shares; 2025Q2: 10,285 shares; 2025Q3: 9,685 shares; 2025Q4: 16,570 shares; 2026Q1: 16,570 shares; 2026Q2: 16,570 shares 16,570$1.6M0.04%0Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,363 shares; 2024Q4: 3,124 shares; 2025Q1: 5,712 shares; 2025Q2: 5,429 shares; 2025Q3: 24,332 shares; 2025Q4: 18,002 shares; 2026Q1: 17,802 shares; 2026Q2: 5,367 shares 5,367$1.6M0.04%-12,435Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,594 shares; 2024Q4: 2,793 shares; 2025Q1: 3,747 shares; 2025Q2: 1,766 shares; 2025Q3: 1,924 shares; 2025Q4: 3,861 shares; 2026Q1: 3,884 shares; 2026Q2: 3,726 shares 3,726$1.59M0.04%-158Timeline
GRNYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,606 shares; 2025Q3: 20,695 shares; 2025Q4: 41,211 shares; 2026Q1: 50,483 shares; 2026Q2: 57,250 shares 57,250$1.58M0.04%+6,767Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,212 shares; 2024Q4: 13,390 shares; 2025Q1: 12,565 shares; 2025Q2: 12,941 shares; 2025Q3: 12,847 shares; 2025Q4: 12,607 shares; 2026Q1: 12,735 shares; 2026Q2: 12,847 shares 12,847$1.58M0.04%+112Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,507 shares; 2024Q4: 55,111 shares; 2025Q1: 49,270 shares; 2025Q2: 15,158 shares; 2025Q3: 14,136 shares; 2025Q4: 55,883 shares; 2026Q1: 56,859 shares; 2026Q2: 11,298 shares 11,298$1.58M0.04%-45,561Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,076 shares; 2024Q4: 25,231 shares; 2025Q1: 23,792 shares; 2025Q2: 50,605 shares; 2025Q3: 49,134 shares; 2025Q4: 26,084 shares; 2026Q1: 24,781 shares; 2026Q2: 23,344 shares 23,344$1.58M0.04%-1,437Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,216 shares; 2024Q4: 9,074 shares; 2025Q1: 9,167 shares; 2025Q2: 8,810 shares; 2025Q3: 8,869 shares; 2025Q4: 9,817 shares; 2026Q1: 9,911 shares; 2026Q2: 9,269 shares 9,269$1.57M0.04%-642Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,854 shares; 2024Q4: 13,639 shares; 2025Q1: 18,985 shares; 2025Q2: 21,013 shares; 2025Q3: 32,736 shares; 2025Q4: 42,566 shares; 2026Q1: 42,844 shares; 2026Q2: 46,471 shares 46,471$1.55M0.04%+3,627Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,533 shares; 2024Q4: 2,969 shares; 2025Q1: 2,302 shares; 2025Q2: 2,950 shares; 2025Q3: 3,138 shares; 2025Q4: 3,302 shares; 2026Q1: 3,054 shares; 2026Q2: 3,045 shares 3,045$1.51M0.04%-9Timeline
FEMBFIRST TR EXCH TRADED FD IIIQuarterly 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: 71,216 shares; 2026Q2: 51,379 shares 51,379$1.5M0.04%-19,837Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,277 shares; 2024Q4: 31,076 shares; 2025Q1: 28,283 shares; 2025Q2: 27,516 shares; 2025Q3: 26,877 shares; 2025Q4: 25,886 shares; 2026Q1: 24,912 shares; 2026Q2: 24,350 shares 24,350$1.48M0.04%-562Timeline
SCIOFIRST TR EXCHANGE-TRADED FDQuarterly 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: 98,315 shares; 2026Q2: 71,617 shares 71,617$1.48M0.04%-26,698Timeline
ANGLVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,833 shares; 2024Q4: 68,800 shares; 2025Q1: 54,387 shares; 2025Q2: 52,737 shares; 2025Q3: 51,509 shares; 2025Q4: 51,329 shares; 2026Q1: 50,367 shares; 2026Q2: 50,065 shares 50,065$1.46M0.04%-302Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,756 shares; 2024Q4: 27,616 shares; 2025Q1: 4,971 shares; 2025Q2: 23,280 shares; 2025Q3: 20,574 shares; 2025Q4: 18,188 shares; 2026Q1: 16,620 shares; 2026Q2: 15,829 shares 15,829$1.46M0.04%-791Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,538 shares; 2024Q4: 8,389 shares; 2025Q1: 7,801 shares; 2025Q2: 8,586 shares; 2025Q3: 7,688 shares; 2025Q4: 12,433 shares; 2026Q1: 12,368 shares; 2026Q2: 12,348 shares 12,348$1.45M0.04%-20Timeline
IWLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,697 shares; 2024Q4: 9,958 shares; 2025Q1: 8,827 shares; 2025Q2: 8,575 shares; 2025Q3: 8,435 shares; 2025Q4: 8,223 shares; 2026Q1: 7,943 shares; 2026Q2: 7,805 shares 7,805$1.44M0.04%-138Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,691 shares; 2024Q4: 73,113 shares; 2025Q1: 74,413 shares; 2025Q2: 74,064 shares; 2025Q3: 70,152 shares; 2025Q4: 73,122 shares; 2026Q1: 73,361 shares; 2026Q2: 69,239 shares 69,239$1.43M0.04%-4,122Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,302 shares; 2024Q4: 13,287 shares; 2025Q1: 10,262 shares; 2025Q2: 13,609 shares; 2025Q3: 14,172 shares; 2025Q4: 14,477 shares; 2026Q1: 13,727 shares; 2026Q2: 12,476 shares 12,476$1.42M0.04%-1,251Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,603 shares; 2024Q4: 8,571 shares; 2025Q1: 8,283 shares; 2025Q2: 8,189 shares; 2025Q3: 8,115 shares; 2025Q4: 8,093 shares; 2026Q1: 9,029 shares; 2026Q2: 2,973 shares 2,973$1.42M0.04%-6,056Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,492 shares; 2026Q2: 3,535 shares 3,535$1.42M0.04%+43Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 751 shares; 2024Q4: 737 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,362 shares; 2026Q1: 14,669 shares; 2026Q2: 15,453 shares 15,453$1.42M0.04%+784Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,767 shares; 2024Q4: 4,394 shares; 2025Q1: 4,389 shares; 2025Q2: 4,364 shares; 2025Q3: 4,270 shares; 2025Q4: 4,314 shares; 2026Q1: 4,462 shares; 2026Q2: 4,694 shares 4,694$1.4M0.04%+232Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,977 shares; 2024Q4: 4,040 shares; 2025Q1: 4,083 shares; 2025Q2: 4,010 shares; 2025Q3: 4,005 shares; 2025Q4: 4,017 shares; 2026Q1: 4,092 shares; 2026Q2: 4,037 shares 4,037$1.39M0.04%-55Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,504 shares; 2024Q4: 30,404 shares; 2025Q1: 224 shares; 2025Q2: 27,725 shares; 2025Q3: 30,229 shares; 2025Q4: 24,704 shares; 2026Q1: 22,904 shares; 2026Q2: 26,684 shares 26,684$1.38M0.04%+3,780Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,613 shares; 2024Q4: 8,119 shares; 2025Q1: 9,073 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,087 shares; 2026Q1: 14,358 shares; 2026Q2: 14,936 shares 14,936$1.37M0.04%+578Timeline
HAPVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,817 shares; 2026Q2: 19,932 shares 19,932$1.37M0.04%+115Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,375 shares; 2024Q4: 12,473 shares; 2025Q1: 7,756 shares; 2025Q2: 12,874 shares; 2025Q3: 13,643 shares; 2025Q4: 11,586 shares; 2026Q1: 13,327 shares; 2026Q2: 13,303 shares 13,303$1.36M0.04%-24Timeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,074 shares; 2024Q4: 6,116 shares; 2025Q1: 6,203 shares; 2025Q2: 6,235 shares; 2025Q3: 6,196 shares; 2025Q4: 5,317 shares; 2026Q1: 4,959 shares; 2026Q2: 4,947 shares 4,947$1.34M0.04%-12Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,614 shares; 2024Q4: 13,214 shares; 2025Q1: 1,881 shares; 2025Q2: 13,214 shares; 2025Q3: 13,143 shares; 2025Q4: 10,651 shares; 2026Q1: 11,398 shares; 2026Q2: 11,373 shares 11,373$1.32M0.03%-25Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,224 shares; 2024Q4: 968 shares; 2025Q1: 1,068 shares; 2025Q2: 968 shares; 2025Q3: 812 shares; 2025Q4: 1,491 shares; 2026Q1: 1,795 shares; 2026Q2: 1,826 shares 1,826$1.31M0.03%+31Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,269 shares; 2024Q4: 11,259 shares; 2025Q1: 4,946 shares; 2025Q2: 6,251 shares; 2025Q3: 6,362 shares; 2025Q4: 6,370 shares; 2026Q1: 6,801 shares; 2026Q2: 8,335 shares 8,335$1.31M0.03%+1,534Timeline
FTLSFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,611 shares; 2026Q2: 17,643 shares 17,643$1.3M0.03%+32Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,868 shares; 2024Q4: 68,428 shares; 2025Q1: 89,078 shares; 2025Q2: 16,863 shares; 2025Q3: 16,801 shares; 2025Q4: 90,160 shares; 2026Q1: 90,606 shares; 2026Q2: 67,911 shares 67,911$1.3M0.03%-22,695Timeline
WTMWHITE MTNS INS GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 617 shares; 2025Q4: 617 shares; 2026Q1: 617 shares; 2026Q2: 619 shares 619$1.28M0.03%+2Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,634 shares; 2024Q4: 120,306 shares; 2025Q1: 126,363 shares; 2025Q2: 51,412 shares; 2025Q3: 51,395 shares; 2025Q4: 127,547 shares; 2026Q1: 128,880 shares; 2026Q2: 39,736 shares 39,736$1.27M0.03%-89,144Timeline
PPHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,627 shares; 2026Q2: 11,592 shares 11,592$1.27M0.03%+1,965Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,351 shares; 2024Q4: 1,390 shares; 2025Q1: 859 shares; 2025Q2: 1,510 shares; 2025Q3: 2,219 shares; 2025Q4: 2,207 shares; 2026Q1: 2,460 shares; 2026Q2: 2,433 shares 2,433$1.26M0.03%-27Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,761 shares; 2024Q4: 15,779 shares; 2025Q1: 14,765 shares; 2025Q2: 15,379 shares; 2025Q3: 15,378 shares; 2025Q4: 14,201 shares; 2026Q1: 14,684 shares; 2026Q2: 14,045 shares 14,045$1.26M0.03%-639Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,711 shares; 2024Q4: 12,607 shares; 2025Q1: 1,739 shares; 2025Q2: 15,377 shares; 2025Q3: 15,753 shares; 2025Q4: 14,282 shares; 2026Q1: 15,849 shares; 2026Q2: 16,127 shares 16,127$1.26M0.03%+278Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,062 shares; 2024Q4: 10,493 shares; 2025Q1: 11,839 shares; 2025Q2: 10,236 shares; 2025Q3: 8,984 shares; 2025Q4: 7,592 shares; 2026Q1: 7,312 shares; 2026Q2: 7,937 shares 7,937$1.26M0.03%+625Timeline
IDNAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,500 shares; 2024Q4: 26,650 shares; 2025Q1: 27,767 shares; 2025Q2: 27,999 shares; 2025Q3: 28,475 shares; 2025Q4: 26,154 shares; 2026Q1: 26,154 shares; 2026Q2: 37,305 shares 37,305$1.26M0.03%+11,151Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,798 shares; 2024Q4: 26,485 shares; 2025Q1: 25,728 shares; 2025Q2: 25,317 shares; 2025Q3: 30,857 shares; 2025Q4: 17,743 shares; 2026Q1: 20,669 shares; 2026Q2: 25,406 shares 25,406$1.25M0.03%+4,737Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,136 shares; 2024Q4: 103,015 shares; 2025Q1: 89,777 shares; 2025Q2: 105,332 shares; 2025Q3: 112,192 shares; 2025Q4: 99,650 shares; 2026Q1: 101,823 shares; 2026Q2: 106,073 shares 106,073$1.25M0.03%+4,250Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,086 shares; 2024Q4: 20,597 shares; 2025Q1: 17,750 shares; 2025Q2: 19,152 shares; 2025Q3: 22,336 shares; 2025Q4: 23,801 shares; 2026Q1: 22,063 shares; 2026Q2: 25,680 shares 25,680$1.23M0.03%+3,617Timeline
CEFSEXCHANGE LISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,974 shares; 2024Q4: 40,165 shares; 2025Q1: 44,320 shares; 2025Q2: 41,859 shares; 2025Q3: 41,859 shares; 2025Q4: 45,059 shares; 2026Q1: 48,209 shares; 2026Q2: 47,809 shares 47,809$1.23M0.03%-400Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119 shares; 2024Q4: 601 shares; 2025Q1: 7,335 shares; 2025Q2: 7,338 shares; 2025Q3: 7,338 shares; 2025Q4: 7,343 shares; 2026Q1: not reported; 2026Q2: 7,754 shares 7,754$1.22M0.03%newTimeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,085 shares; 2024Q4: 14,401 shares; 2025Q1: 14,342 shares; 2025Q2: 14,343 shares; 2025Q3: 12,698 shares; 2025Q4: 11,548 shares; 2026Q1: 11,055 shares; 2026Q2: 11,043 shares 11,043$1.18M0.03%-12Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,413 shares; 2024Q4: 875 shares; 2025Q1: 819 shares; 2025Q2: 810 shares; 2025Q3: 850 shares; 2025Q4: 854 shares; 2026Q1: 908 shares; 2026Q2: 589 shares 589$1.17M0.03%-319Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 670 shares; 2024Q4: 649 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,682 shares; 2026Q2: 4,580 shares 4,580$1.17M0.03%+2,898Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,411 shares; 2024Q4: 10,467 shares; 2025Q1: 10,515 shares; 2025Q2: 10,565 shares; 2025Q3: 10,614 shares; 2025Q4: 10,670 shares; 2026Q1: 10,717 shares; 2026Q2: 10,758 shares 10,758$1.14M0.03%+41Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,028 shares; 2024Q4: 1,029 shares; 2025Q1: 1,025 shares; 2025Q2: 2,810 shares; 2025Q3: 3,507 shares; 2025Q4: 3,507 shares; 2026Q1: 2,793 shares; 2026Q2: 3,123 shares 3,123$1.13M0.03%+330Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 940 shares; 2024Q4: 899 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,357 shares; 2026Q2: 6,414 shares 6,414$1.13M0.03%+57Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,312 shares; 2024Q4: 1,467 shares; 2025Q1: 1,523 shares; 2025Q2: 1,317 shares; 2025Q3: 1,309 shares; 2025Q4: 1,328 shares; 2026Q1: 1,369 shares; 2026Q2: 9,424 shares 9,424$1.13M0.03%+8,055Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,907 shares; 2024Q4: 8,610 shares; 2025Q1: 8,102 shares; 2025Q2: 7,787 shares; 2025Q3: 7,347 shares; 2025Q4: 7,305 shares; 2026Q1: 7,229 shares; 2026Q2: 6,640 shares 6,640$1.13M0.03%-589Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,186 shares; 2024Q4: 8,198 shares; 2025Q1: 8,197 shares; 2025Q2: 7,526 shares; 2025Q3: 7,671 shares; 2025Q4: 7,631 shares; 2026Q1: 7,645 shares; 2026Q2: 7,169 shares 7,169$1.13M0.03%-476Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 817 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,943 shares; 2026Q2: 4,873 shares 4,873$1.12M0.03%+930Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136 shares; 2024Q4: 1,524 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,907 shares; 2025Q4: 2,069 shares; 2026Q1: 2,412 shares; 2026Q2: 2,573 shares 2,573$1.12M0.03%+161Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,889 shares; 2024Q4: 18,880 shares; 2025Q1: 19,613 shares; 2025Q2: 20,317 shares; 2025Q3: 20,652 shares; 2025Q4: 21,224 shares; 2026Q1: 21,603 shares; 2026Q2: 22,162 shares 22,162$1.11M0.03%+559Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,742 shares; 2024Q4: 5,069 shares; 2025Q1: 9,342 shares; 2025Q2: 9,285 shares; 2025Q3: 9,394 shares; 2025Q4: 9,334 shares; 2026Q1: 28,325 shares; 2026Q2: 29,973 shares 29,973$1.09M0.03%+1,648Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,895 shares; 2024Q4: 12,675 shares; 2025Q1: 866 shares; 2025Q2: 11,045 shares; 2025Q3: 12,429 shares; 2025Q4: 14,479 shares; 2026Q1: 14,879 shares; 2026Q2: 14,447 shares 14,447$1.09M0.03%-432Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,668 shares; 2024Q4: 6,666 shares; 2025Q1: 6,684 shares; 2025Q2: 6,659 shares; 2025Q3: 6,829 shares; 2025Q4: 6,851 shares; 2026Q1: 6,885 shares; 2026Q2: 6,639 shares 6,639$1.09M0.03%-246Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,413 shares; 2024Q4: 2,296 shares; 2025Q1: not reported; 2025Q2: 11,579 shares; 2025Q3: 16,968 shares; 2025Q4: 20,559 shares; 2026Q1: 20,283 shares; 2026Q2: 17,849 shares 17,849$1.09M0.03%-2,434Timeline
BPREBLUEROCK PVT REAL ESTATE FDQuarterly 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: 43,534 shares; 2026Q2: 83,004 shares 83,004$1.08M0.03%+39,470Timeline
RNRRENAISSANCERE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,317 shares; 2024Q4: 4,157 shares; 2025Q1: 17 shares; 2025Q2: 4,752 shares; 2025Q3: 5,052 shares; 2025Q4: 4,109 shares; 2026Q1: 3,413 shares; 2026Q2: 3,396 shares 3,396$1.08M0.03%-17Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,184 shares; 2024Q4: 1,153 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,487 shares; 2025Q4: 12,432 shares; 2026Q1: 11,021 shares; 2026Q2: 11,051 shares 11,051$1.07M0.03%+30Timeline
URTHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,748 shares; 2024Q4: 7,098 shares; 2025Q1: 5,890 shares; 2025Q2: 5,627 shares; 2025Q3: 5,585 shares; 2025Q4: 5,401 shares; 2026Q1: 5,311 shares; 2026Q2: 5,279 shares 5,279$1.07M0.03%-32Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,186 shares; 2026Q1: 10,533 shares; 2026Q2: 17,769 shares 17,769$1.07M0.03%+7,236Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,221 shares; 2024Q4: 3,180 shares; 2025Q1: 3,337 shares; 2025Q2: 2,254 shares; 2025Q3: 3,088 shares; 2025Q4: 2,431 shares; 2026Q1: 4,883 shares; 2026Q2: 4,880 shares 4,880$1.07M0.03%-3Timeline
AVEEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,768 shares; 2025Q2: 20,594 shares; 2025Q3: 19,139 shares; 2025Q4: 18,378 shares; 2026Q1: 15,889 shares; 2026Q2: 15,259 shares 15,259$1.06M0.03%-630Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 683 shares; 2024Q4: 7,525 shares; 2025Q1: 10,631 shares; 2025Q2: 10,612 shares; 2025Q3: 12,688 shares; 2025Q4: 13,892 shares; 2026Q1: 20,106 shares; 2026Q2: 20,106 shares 20,106$1.05M0.03%0Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,391 shares; 2024Q4: 12,911 shares; 2025Q1: 322 shares; 2025Q2: 12,925 shares; 2025Q3: 14,417 shares; 2025Q4: 13,620 shares; 2026Q1: 15,586 shares; 2026Q2: 14,382 shares 14,382$1.05M0.03%-1,204Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,390 shares; 2024Q4: 4,589 shares; 2025Q1: 4,506 shares; 2025Q2: 3,342 shares; 2025Q3: 2,768 shares; 2025Q4: 3,762 shares; 2026Q1: 312,742 shares; 2026Q2: 12,053 shares 12,053$1.04M0.03%-300,689Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,261 shares; 2025Q1: 1,241 shares; 2025Q2: 1,235 shares; 2025Q3: 1,053 shares; 2025Q4: 1,049 shares; 2026Q1: 2,100 shares; 2026Q2: 2,033 shares 2,033$1.04M0.03%-67Timeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,571 shares; 2024Q4: 21,175 shares; 2025Q1: 1,268 shares; 2025Q2: 21,170 shares; 2025Q3: 26,872 shares; 2025Q4: 22,072 shares; 2026Q1: 23,234 shares; 2026Q2: 21,931 shares 21,931$1.03M0.03%-1,303Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,637 shares; 2024Q4: 4,445 shares; 2025Q1: 19 shares; 2025Q2: 4,436 shares; 2025Q3: 4,459 shares; 2025Q4: 3,686 shares; 2026Q1: 3,686 shares; 2026Q2: 3,679 shares 3,679$1.03M0.03%-7Timeline
ARTYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,880 shares; 2026Q2: 13,510 shares 13,510$1.03M0.03%+5,630Timeline
ADXADAMS DIVERSIFIED EQUITY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,938 shares; 2024Q4: 18,938 shares; 2025Q1: 22,188 shares; 2025Q2: 27,688 shares; 2025Q3: 33,868 shares; 2025Q4: 29,413 shares; 2026Q1: 39,263 shares; 2026Q2: 40,263 shares 40,263$1.03M0.03%+1,000Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly 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: 22,762 shares; 2026Q2: 17,085 shares 17,085$1.02M0.03%-5,677Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,995 shares; 2024Q4: 1,082 shares; 2025Q1: 1,076 shares; 2025Q2: 816 shares; 2025Q3: 927 shares; 2025Q4: 887 shares; 2026Q1: 1,211 shares; 2026Q2: 1,800 shares 1,800$1.01M0.03%+589Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,314 shares; 2024Q4: 4,412 shares; 2025Q1: 531 shares; 2025Q2: 3,765 shares; 2025Q3: 5,079 shares; 2025Q4: 4,219 shares; 2026Q1: 3,027 shares; 2026Q2: 2,937 shares 2,937$1M0.03%-90Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 7,138 shares; 2025Q1: 5,005 shares; 2025Q2: 2,754 shares; 2025Q3: 2,759 shares; 2025Q4: 8,716 shares; 2026Q1: 8,055 shares; 2026Q2: 10,922 shares 10,922$996K0.03%+2,867Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,230 shares; 2024Q4: 15,797 shares; 2025Q1: 14,392 shares; 2025Q2: 13,918 shares; 2025Q3: 12,066 shares; 2025Q4: 12,755 shares; 2026Q1: 11,307 shares; 2026Q2: 11,289 shares 11,289$992K0.03%-18Timeline
XHESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,762 shares 11,762$991K0.03%newTimeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,817 shares; 2024Q4: 2,823 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,365 shares 17,365$983K0.03%newTimeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,787 shares; 2024Q4: 21,011 shares; 2025Q1: 21,091 shares; 2025Q2: 24,946 shares; 2025Q3: 25,030 shares; 2025Q4: 21,395 shares; 2026Q1: 22,518 shares; 2026Q2: 22,543 shares 22,543$973K0.03%+25Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,349 shares; 2024Q4: 5,047 shares; 2025Q1: 467 shares; 2025Q2: 6,446 shares; 2025Q3: 4,477 shares; 2025Q4: 4,176 shares; 2026Q1: 4,922 shares; 2026Q2: 7,155 shares 7,155$964K0.03%+2,233Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,063 shares; 2024Q4: 2,697 shares; 2025Q1: 2,671 shares; 2025Q2: 2,830 shares; 2025Q3: 2,399 shares; 2025Q4: 2,593 shares; 2026Q1: 4,437 shares; 2026Q2: 4,383 shares 4,383$962K0.03%-54Timeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,712 shares; 2024Q4: 25,955 shares; 2025Q1: 31,478 shares; 2025Q2: 30,412 shares; 2025Q3: 29,284 shares; 2025Q4: 32,172 shares; 2026Q1: 35,077 shares; 2026Q2: 41,464 shares 41,464$956K0.03%+6,387Timeline
TRGPTARGA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,361 shares; 2024Q4: 2,367 shares; 2025Q1: 3,397 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,349 shares; 2026Q1: 3,353 shares; 2026Q2: 3,549 shares 3,549$952K0.03%+196Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,604 shares; 2024Q4: 5,804 shares; 2025Q1: 5,723 shares; 2025Q2: 5,726 shares; 2025Q3: 6,564 shares; 2025Q4: 5,662 shares; 2026Q1: 5,908 shares; 2026Q2: 6,082 shares 6,082$951K0.02%+174Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,380 shares; 2024Q4: 37,032 shares; 2025Q1: 37,180 shares; 2025Q2: 37,397 shares; 2025Q3: 37,616 shares; 2025Q4: 37,903 shares; 2026Q1: 38,051 shares; 2026Q2: 38,152 shares 38,152$941K0.02%+101Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354 shares; 2024Q4: 335 shares; 2025Q1: not reported; 2025Q2: 1,809 shares; 2025Q3: 3,846 shares; 2025Q4: 5,354 shares; 2026Q1: 7,514 shares; 2026Q2: 4,563 shares 4,563$915K0.02%-2,951Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 234 shares; 2025Q1: 99,284 shares; 2025Q2: 223,152 shares; 2025Q3: 42,277 shares; 2025Q4: 17,056 shares; 2026Q1: 15,380 shares; 2026Q2: 13,093 shares 13,093$910K0.02%-2,287Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 156 shares; 2025Q1: 148 shares; 2025Q2: 1,563 shares; 2025Q3: 1,263 shares; 2025Q4: 1,488 shares; 2026Q1: 3,382 shares; 2026Q2: 3,217 shares 3,217$904K0.02%-165Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 279 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 854 shares; 2026Q1: 975 shares; 2026Q2: 936 shares 936$903K0.02%-39Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,452 shares; 2024Q4: 5,940 shares; 2025Q1: 6,054 shares; 2025Q2: 6,041 shares; 2025Q3: 5,969 shares; 2025Q4: 5,972 shares; 2026Q1: 7,160 shares; 2026Q2: 6,243 shares 6,243$903K0.02%-917Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325 shares; 2024Q4: 5,288 shares; 2025Q1: 94 shares; 2025Q2: 8,393 shares; 2025Q3: 9,275 shares; 2025Q4: 8,537 shares; 2026Q1: 7,439 shares; 2026Q2: 7,429 shares 7,429$901K0.02%-10Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,165 shares; 2024Q4: 21,265 shares; 2025Q1: 1,338 shares; 2025Q2: 21,265 shares; 2025Q3: 18,535 shares; 2025Q4: 23,061 shares; 2026Q1: 23,308 shares; 2026Q2: 21,103 shares 21,103$899K0.02%-2,205Timeline
RDVIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,506 shares; 2024Q4: 29,073 shares; 2025Q1: 29,566 shares; 2025Q2: 29,521 shares; 2025Q3: 30,139 shares; 2025Q4: 28,869 shares; 2026Q1: 29,414 shares; 2026Q2: 30,439 shares 30,439$895K0.02%+1,025Timeline
AGOXSTARBOARD INVT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,076 shares; 2024Q4: 25,008 shares; 2025Q1: 25,009 shares; 2025Q2: 25,009 shares; 2025Q3: 25,009 shares; 2025Q4: 25,801 shares; 2026Q1: 25,801 shares; 2026Q2: 25,801 shares 25,801$894K0.02%0Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,803 shares; 2024Q4: 4,467 shares; 2025Q1: 3,170 shares; 2025Q2: 4,448 shares; 2025Q3: 4,454 shares; 2025Q4: 4,751 shares; 2026Q1: 4,100 shares; 2026Q2: 4,587 shares 4,587$892K0.02%+487Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,004 shares; 2024Q4: 5,664 shares; 2025Q1: 4,643 shares; 2025Q2: 5,509 shares; 2025Q3: 5,510 shares; 2025Q4: 5,512 shares; 2026Q1: 5,528 shares; 2026Q2: 3,122 shares 3,122$883K0.02%-2,406Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,922 shares; 2024Q4: 8,769 shares; 2025Q1: 261 shares; 2025Q2: 7,919 shares; 2025Q3: 8,021 shares; 2025Q4: 5,550 shares; 2026Q1: 5,814 shares; 2026Q2: 5,801 shares 5,801$878K0.02%-13Timeline
SUNBSUNBELT RENTALS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,700 shares 11,700$875K0.02%newTimeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,904 shares; 2024Q4: 20,342 shares; 2025Q1: 18,473 shares; 2025Q2: 18,383 shares; 2025Q3: 18,376 shares; 2025Q4: 18,309 shares; 2026Q1: 18,209 shares; 2026Q2: 18,166 shares 18,166$874K0.02%-43Timeline
PECOPHILLIPS EDISON & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,001 shares; 2026Q2: 21,001 shares 21,001$874K0.02%0Timeline
BSCYINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,886 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,951 shares; 2026Q2: 42,246 shares 42,246$873K0.02%+22,295Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,144 shares; 2026Q2: 20,144 shares 20,144$868K0.02%0Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,796 shares; 2024Q4: 8,017 shares; 2025Q1: 8,080 shares; 2025Q2: 8,076 shares; 2025Q3: 9,343 shares; 2025Q4: 9,188 shares; 2026Q1: 9,387 shares; 2026Q2: 5,359 shares 5,359$868K0.02%-4,028Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,084 shares; 2024Q4: 10,082 shares; 2025Q1: 10,085 shares; 2025Q2: 10,410 shares; 2025Q3: 10,580 shares; 2025Q4: 8,676 shares; 2026Q1: 9,023 shares; 2026Q2: 8,848 shares 8,848$864K0.02%-175Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,500 shares; 2024Q4: 10,900 shares; 2025Q1: not reported; 2025Q2: 10,900 shares; 2025Q3: 10,902 shares; 2025Q4: 5,702 shares; 2026Q1: 5,702 shares; 2026Q2: 5,855 shares 5,855$854K0.02%+153Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 922 shares; 2024Q4: 1,190 shares; 2025Q1: 880 shares; 2025Q2: 1,461 shares; 2025Q3: 1,463 shares; 2025Q4: 1,509 shares; 2026Q1: 1,399 shares; 2026Q2: 1,358 shares 1,358$847K0.02%-41Timeline
NADNUVEEN QUALITY MUNCP INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,506 shares; 2024Q4: 118,055 shares; 2025Q1: 88,431 shares; 2025Q2: 87,755 shares; 2025Q3: 87,755 shares; 2025Q4: 83,117 shares; 2026Q1: 85,217 shares; 2026Q2: 69,717 shares 69,717$845K0.02%-15,500Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 105 shares; 2025Q2: 3,498 shares; 2025Q3: 3,501 shares; 2025Q4: 2,681 shares; 2026Q1: 4,102 shares; 2026Q2: 5,979 shares 5,979$840K0.02%+1,877Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,677 shares; 2024Q4: 5,412 shares; 2025Q1: 4,256 shares; 2025Q2: 5,085 shares; 2025Q3: 5,285 shares; 2025Q4: 4,004 shares; 2026Q1: 4,293 shares; 2026Q2: 3,806 shares 3,806$839K0.02%-487Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 841 shares; 2024Q4: 846 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,889 shares; 2026Q2: 6,615 shares 6,615$836K0.02%-274Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 26 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,349 shares 1,349$832K0.02%newTimeline
ZIONZIONS BANCORPORATION NATL ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,955 shares; 2024Q4: 11,953 shares; 2025Q1: 13,920 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,005 shares; 2026Q1: 13,026 shares; 2026Q2: 12,026 shares 12,026$832K0.02%-1,000Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,422 shares; 2024Q4: 12,551 shares; 2025Q1: 4,791 shares; 2025Q2: 7,530 shares; 2025Q3: 7,886 shares; 2025Q4: 8,116 shares; 2026Q1: 9,627 shares; 2026Q2: 7,098 shares 7,098$831K0.02%-2,529Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,220 shares; 2024Q4: 10,539 shares; 2025Q1: 9,810 shares; 2025Q2: 8,978 shares; 2025Q3: 8,606 shares; 2025Q4: 8,532 shares; 2026Q1: 8,415 shares; 2026Q2: 8,045 shares 8,045$830K0.02%-370Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,248 shares; 2024Q4: 13,675 shares; 2025Q1: 13,679 shares; 2025Q2: 13,676 shares; 2025Q3: 13,381 shares; 2025Q4: 13,241 shares; 2026Q1: 13,918 shares; 2026Q2: 14,070 shares 14,070$830K0.02%+152Timeline
RWJINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,125 shares; 2026Q1: 13,878 shares; 2026Q2: 13,878 shares 13,878$826K0.02%0Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,924 shares; 2024Q4: 15,993 shares; 2025Q1: 15,215 shares; 2025Q2: 12,745 shares; 2025Q3: 9,065 shares; 2025Q4: 6,498 shares; 2026Q1: 6,142 shares; 2026Q2: 5,630 shares 5,630$824K0.02%-512Timeline
XTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,272 shares; 2026Q1: 3,407 shares; 2026Q2: 3,616 shares 3,616$823K0.02%+209Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,607 shares; 2024Q4: 24,928 shares; 2025Q1: 23,440 shares; 2025Q2: 24,642 shares; 2025Q3: 24,197 shares; 2025Q4: 23,817 shares; 2026Q1: 21,454 shares; 2026Q2: 19,015 shares 19,015$821K0.02%-2,439Timeline
VNLAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,446 shares; 2024Q4: 15,768 shares; 2025Q1: 13,827 shares; 2025Q2: 13,663 shares; 2025Q3: 12,777 shares; 2025Q4: 12,565 shares; 2026Q1: 12,455 shares; 2026Q2: 16,778 shares 16,778$820K0.02%+4,323Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,038 shares; 2024Q4: 2,884 shares; 2025Q1: 2,871 shares; 2025Q2: 2,871 shares; 2025Q3: 2,503 shares; 2025Q4: 9,034 shares; 2026Q1: 11,611 shares; 2026Q2: 16,098 shares 16,098$818K0.02%+4,487Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,012 shares; 2024Q4: 11,494 shares; 2025Q1: 7,743 shares; 2025Q2: 11,437 shares; 2025Q3: 11,646 shares; 2025Q4: 4,851 shares; 2026Q1: 5,747 shares; 2026Q2: 6,362 shares 6,362$817K0.02%+615Timeline
GHGUARDANT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,259 shares; 2026Q2: 5,436 shares 5,436$816K0.02%+1,177Timeline
TYGTORTOISE ENERGY INFRSTRCTR CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270 shares; 2024Q4: 318 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,031 shares; 2025Q4: 6,954 shares; 2026Q1: 11,581 shares; 2026Q2: 18,852 shares 18,852$808K0.02%+7,271Timeline
XPHSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,324 shares; 2026Q2: 12,070 shares 12,070$800K0.02%-12,254Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,128 shares; 2024Q4: 1,001 shares; 2025Q1: 554 shares; 2025Q2: 832 shares; 2025Q3: 839 shares; 2025Q4: 840 shares; 2026Q1: 863 shares; 2026Q2: 817 shares 817$799K0.02%-46Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,482 shares; 2024Q4: 4,146 shares; 2025Q1: 3,992 shares; 2025Q2: 3,733 shares; 2025Q3: 3,622 shares; 2025Q4: 3,707 shares; 2026Q1: 3,572 shares; 2026Q2: 3,578 shares 3,578$791K0.02%+6Timeline
ANDEANDERSONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,109 shares; 2025Q4: 15,018 shares; 2026Q1: 11,559 shares; 2026Q2: 11,559 shares 11,559$791K0.02%0Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,672 shares; 2024Q4: 21,635 shares; 2025Q1: 21,494 shares; 2025Q2: 19,179 shares; 2025Q3: 19,593 shares; 2025Q4: 19,722 shares; 2026Q1: 20,692 shares; 2026Q2: 21,185 shares 21,185$784K0.02%+493Timeline
DNPDNP SELECT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,433 shares; 2024Q4: 108,623 shares; 2025Q1: 108,623 shares; 2025Q2: 109,539 shares; 2025Q3: 86,691 shares; 2025Q4: 72,202 shares; 2026Q1: 72,269 shares; 2026Q2: 72,333 shares 72,333$780K0.02%+64Timeline
EWOISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,358 shares 18,358$777K0.02%newTimeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,313 shares; 2024Q4: 16,523 shares; 2025Q1: 15,956 shares; 2025Q2: 17,493 shares; 2025Q3: 18,101 shares; 2025Q4: 15,805 shares; 2026Q1: 16,385 shares; 2026Q2: 5,717 shares 5,717$774K0.02%-10,668Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,840 shares; 2024Q4: 9,690 shares; 2025Q1: 9,458 shares; 2025Q2: 10,508 shares; 2025Q3: 9,716 shares; 2025Q4: 9,438 shares; 2026Q1: 10,007 shares; 2026Q2: 8,764 shares 8,764$762K0.02%-1,243Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,141 shares; 2024Q4: 59,231 shares; 2025Q1: 43,408 shares; 2025Q2: 22,232 shares; 2025Q3: 21,824 shares; 2025Q4: 19,217 shares; 2026Q1: 14,061 shares; 2026Q2: 14,847 shares 14,847$761K0.02%+786Timeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,605 shares; 2026Q1: 21,005 shares; 2026Q2: 13,351 shares 13,351$760K0.02%-7,654Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 677 shares; 2024Q4: 22,032 shares; 2025Q1: 4,080 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,189 shares; 2026Q1: 7,139 shares; 2026Q2: 10,503 shares 10,503$758K0.02%+3,364Timeline
NTRANATERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,057 shares; 2024Q4: 3,412 shares; 2025Q1: 3,674 shares; 2025Q2: 3,660 shares; 2025Q3: 3,189 shares; 2025Q4: 2,874 shares; 2026Q1: 2,781 shares; 2026Q2: 2,780 shares 2,780$755K0.02%-1Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,644 shares; 2024Q4: 1,644 shares; 2025Q1: 295 shares; 2025Q2: 1,639 shares; 2025Q3: 1,692 shares; 2025Q4: 1,221 shares; 2026Q1: 1,255 shares; 2026Q2: 1,926 shares 1,926$751K0.02%+671Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,726 shares; 2024Q4: 1,870 shares; 2025Q1: 2,483 shares; 2025Q2: 1,223 shares; 2025Q3: 1,220 shares; 2025Q4: 1,886 shares; 2026Q1: 2,250 shares; 2026Q2: 2,063 shares 2,063$747K0.02%-187Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 992 shares; 2024Q4: 1,208 shares; 2025Q1: 1,186 shares; 2025Q2: 1,181 shares; 2025Q3: 1,456 shares; 2025Q4: 3,061 shares; 2026Q1: 2,904 shares; 2026Q2: 3,130 shares 3,130$746K0.02%+226Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,856 shares; 2024Q4: 16,380 shares; 2025Q1: 14,623 shares; 2025Q2: 14,594 shares; 2025Q3: 15,060 shares; 2025Q4: 15,018 shares; 2026Q1: 16,692 shares; 2026Q2: 14,748 shares 14,748$743K0.02%-1,944Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 946 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,671 shares 3,671$741K0.02%newTimeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,294 shares; 2024Q4: 2,420 shares; 2025Q1: 2,415 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,671 shares; 2026Q1: 3,676 shares; 2026Q2: 4,557 shares 4,557$740K0.02%+881Timeline
TQQQPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 6,020 shares; 2025Q3: 5,020 shares; 2025Q4: 9,130 shares; 2026Q1: 9,149 shares; 2026Q2: 9,125 shares 9,125$739K0.02%-24Timeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,118 shares; 2024Q4: 19,116 shares; 2025Q1: 19,110 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,123 shares; 2026Q1: 19,114 shares; 2026Q2: 19,625 shares 19,625$730K0.02%+511Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,519 shares; 2024Q4: 8,126 shares; 2025Q1: 5,631 shares; 2025Q2: 5,912 shares; 2025Q3: 6,313 shares; 2025Q4: 5,552 shares; 2026Q1: 5,418 shares; 2026Q2: 5,343 shares 5,343$724K0.02%-75Timeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,176 shares; 2025Q4: 2,695 shares; 2026Q1: 2,200 shares; 2026Q2: 1,626 shares 1,626$723K0.02%-574Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,719 shares; 2024Q4: 3,907 shares; 2025Q1: 3,902 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,785 shares; 2026Q1: 4,269 shares; 2026Q2: 9,320 shares 9,320$723K0.02%+5,051Timeline
EEMSISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,468 shares; 2024Q4: 5,586 shares; 2025Q1: 5,586 shares; 2025Q2: 5,624 shares; 2025Q3: 9,624 shares; 2025Q4: 9,867 shares; 2026Q1: 9,467 shares; 2026Q2: 9,467 shares 9,467$718K0.02%0Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,829 shares; 2024Q4: 5,139 shares; 2025Q1: 5,111 shares; 2025Q2: 5,101 shares; 2025Q3: 5,091 shares; 2025Q4: 4,683 shares; 2026Q1: 4,262 shares; 2026Q2: 4,708 shares 4,708$717K0.02%+446Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,374 shares; 2024Q4: 1,911 shares; 2025Q1: 1,913 shares; 2025Q2: 1,814 shares; 2025Q3: 1,884 shares; 2025Q4: 1,816 shares; 2026Q1: 2,023 shares; 2026Q2: 2,390 shares 2,390$714K0.02%+367Timeline
WMGWARNER MUSIC GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,800 shares; 2024Q4: 34,206 shares; 2025Q1: not reported; 2025Q2: 34,200 shares; 2025Q3: 34,200 shares; 2025Q4: 26,325 shares; 2026Q1: 26,328 shares; 2026Q2: 26,343 shares 26,343$713K0.02%+15Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 816 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,018 shares; 2025Q4: 3,229 shares; 2026Q1: 3,201 shares; 2026Q2: 2,103 shares 2,103$712K0.02%-1,098Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,078 shares; 2024Q4: 9,323 shares; 2025Q1: 9,242 shares; 2025Q2: 9,234 shares; 2025Q3: 8,877 shares; 2025Q4: 8,798 shares; 2026Q1: 8,813 shares; 2026Q2: 8,643 shares 8,643$712K0.02%-170Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,247 shares; 2024Q4: 13,697 shares; 2025Q1: 11,071 shares; 2025Q2: 13,123 shares; 2025Q3: 13,232 shares; 2025Q4: 13,260 shares; 2026Q1: 13,515 shares; 2026Q2: 4,689 shares 4,689$710K0.02%-8,826Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496 shares; 2024Q4: 1,925 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,507 shares; 2026Q1: 8,509 shares; 2026Q2: 7,581 shares 7,581$708K0.02%-928Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,492 shares 10,492$706K0.02%newTimeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,769 shares; 2024Q4: 1,700 shares; 2025Q1: 1,318 shares; 2025Q2: 1,700 shares; 2025Q3: 1,723 shares; 2025Q4: 1,868 shares; 2026Q1: 1,782 shares; 2026Q2: 1,775 shares 1,775$706K0.02%-7Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,350 shares; 2024Q4: 9,950 shares; 2025Q1: 350 shares; 2025Q2: 7,724 shares; 2025Q3: 10,221 shares; 2025Q4: 12,477 shares; 2026Q1: 16,774 shares; 2026Q2: 15,686 shares 15,686$704K0.02%-1,088Timeline
RHRXSTARBOARD INVT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,904 shares; 2024Q4: 31,904 shares; 2025Q1: 31,904 shares; 2025Q2: 31,904 shares; 2025Q3: 31,904 shares; 2025Q4: 31,904 shares; 2026Q1: 31,904 shares; 2026Q2: 31,904 shares 31,904$703K0.02%0Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,591 shares; 2024Q4: 21,591 shares; 2025Q1: 24,119 shares; 2025Q2: 16,669 shares; 2025Q3: 17,881 shares; 2025Q4: 18,119 shares; 2026Q1: 18,167 shares; 2026Q2: 18,167 shares 18,167$689K0.02%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,037 shares; 2024Q4: 32,383 shares; 2025Q1: 30,508 shares; 2025Q2: 32,527 shares; 2025Q3: 32,708 shares; 2025Q4: 34,444 shares; 2026Q1: 17,330 shares; 2026Q2: 16,615 shares 16,615$682K0.02%-715Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 1,656 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,216 shares; 2026Q2: 12,665 shares 12,665$668K0.02%-2,551Timeline
FALNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,336 shares; 2026Q1: 15,316 shares; 2026Q2: 24,490 shares 24,490$667K0.02%+9,174Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,177 shares; 2024Q4: 47,899 shares; 2025Q1: 46,214 shares; 2025Q2: 34,465 shares; 2025Q3: 34,285 shares; 2025Q4: 47,842 shares; 2026Q1: 39,915 shares; 2026Q2: 27,357 shares 27,357$659K0.02%-12,558Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,023 shares; 2024Q4: 3,320 shares; 2025Q1: 3,319 shares; 2025Q2: 2,310 shares; 2025Q3: 2,315 shares; 2025Q4: 2,552 shares; 2026Q1: 2,686 shares; 2026Q2: 2,950 shares 2,950$657K0.02%+264Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,664 shares; 2024Q4: 28,255 shares; 2025Q1: 271 shares; 2025Q2: 33,912 shares; 2025Q3: 45,620 shares; 2025Q4: 26,661 shares; 2026Q1: 28,297 shares; 2026Q2: 27,643 shares 27,643$653K0.02%-654Timeline
HESMHESS MIDSTREAM LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,225 shares; 2026Q1: 17,225 shares; 2026Q2: 17,225 shares 17,225$648K0.02%0Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,501 shares; 2024Q4: 9,777 shares; 2025Q1: 2,684 shares; 2025Q2: 8,126 shares; 2025Q3: 3,175 shares; 2025Q4: 3,962 shares; 2026Q1: 4,624 shares; 2026Q2: 3,554 shares 3,554$643K0.02%-1,070Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 3,240 shares; 2026Q1: 3,888 shares; 2026Q2: 3,565 shares 3,565$637K0.02%-323Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,888 shares; 2024Q4: 4,817 shares; 2025Q1: 1,052 shares; 2025Q2: 3,943 shares; 2025Q3: 4,005 shares; 2025Q4: 4,005 shares; 2026Q1: 4,193 shares; 2026Q2: 4,325 shares 4,325$632K0.02%+132Timeline
LPGDORIAN LPG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,030 shares; 2026Q1: 18,000 shares; 2026Q2: 18,000 shares 18,000$626K0.02%0Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,046 shares; 2024Q4: 1,137 shares; 2025Q1: 1,689 shares; 2025Q2: 1,893 shares; 2025Q3: 1,955 shares; 2025Q4: 1,953 shares; 2026Q1: 2,271 shares; 2026Q2: 819 shares 819$625K0.02%-1,452Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 438 shares; 2024Q4: 429 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,749 shares; 2026Q2: 2,008 shares 2,008$622K0.02%+259Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,854 shares; 2024Q4: 4,257 shares; 2025Q1: 2,933 shares; 2025Q2: 4,275 shares; 2025Q3: 4,251 shares; 2025Q4: 4,268 shares; 2026Q1: 3,854 shares; 2026Q2: 3,818 shares 3,818$622K0.02%-36Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,973 shares; 2024Q4: 6,973 shares; 2025Q1: 6,996 shares; 2025Q2: 7,000 shares; 2025Q3: 6,973 shares; 2025Q4: 7,557 shares; 2026Q1: 6,973 shares; 2026Q2: 6,973 shares 6,973$622K0.02%0Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 707 shares; 2024Q4: 622 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,730 shares; 2025Q4: 1,730 shares; 2026Q1: 1,729 shares; 2026Q2: 1,729 shares 1,729$621K0.02%0Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,499 shares; 2024Q4: 1,301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,269 shares; 2026Q2: 9,887 shares 9,887$615K0.02%-1,382Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,496 shares; 2024Q4: 4,535 shares; 2025Q1: 4,728 shares; 2025Q2: 4,618 shares; 2025Q3: 4,528 shares; 2025Q4: 4,534 shares; 2026Q1: 3,253 shares; 2026Q2: 3,257 shares 3,257$613K0.02%+4Timeline
BROSDUTCH BROS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,283 shares; 2024Q4: 1,213 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,402 shares; 2026Q1: 8,499 shares; 2026Q2: 8,499 shares 8,499$610K0.02%0Timeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421 shares; 2024Q4: 461 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,231 shares; 2026Q2: 1,464 shares 1,464$609K0.02%+233Timeline
RYTMRHYTHM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,589 shares; 2025Q2: 5,635 shares; 2025Q3: 3,541 shares; 2025Q4: 3,572 shares; 2026Q1: 4,650 shares; 2026Q2: 5,440 shares 5,440$604K0.02%+790Timeline
SEICSEI INVTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,972 shares; 2024Q4: 7,539 shares; 2025Q1: 5,556 shares; 2025Q2: 7,384 shares; 2025Q3: 7,428 shares; 2025Q4: 7,428 shares; 2026Q1: 6,897 shares; 2026Q2: 6,853 shares 6,853$601K0.02%-44Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,359 shares; 2024Q4: 12,069 shares; 2025Q1: 5,459 shares; 2025Q2: 6,823 shares; 2025Q3: 7,117 shares; 2025Q4: 7,087 shares; 2026Q1: 4,602 shares; 2026Q2: 4,622 shares 4,622$600K0.02%+20Timeline
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,430 shares; 2026Q2: 17,582 shares 17,582$595K0.02%+5,152Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 477 shares; 2024Q4: 593 shares; 2025Q1: 448 shares; 2025Q2: 448 shares; 2025Q3: 513 shares; 2025Q4: 448 shares; 2026Q1: 742 shares; 2026Q2: 839 shares 839$590K0.02%+97Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,076 shares; 2025Q4: 4,558 shares; 2026Q1: 4,570 shares; 2026Q2: 1,945 shares 1,945$589K0.02%-2,625Timeline
ISCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,764 shares; 2024Q4: 11,704 shares; 2025Q1: 10,238 shares; 2025Q2: 9,617 shares; 2025Q3: 9,555 shares; 2025Q4: 9,406 shares; 2026Q1: 9,212 shares; 2026Q2: 8,932 shares 8,932$585K0.02%-280Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 740 shares; 2025Q3: 845 shares; 2025Q4: 744 shares; 2026Q1: 1,043 shares; 2026Q2: 1,002 shares 1,002$578K0.02%-41Timeline
RKLBROCKET LAB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,758 shares; 2025Q3: 10,628 shares; 2025Q4: 11,063 shares; 2026Q1: 10,294 shares; 2026Q2: 5,665 shares 5,665$576K0.02%-4,629Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,463 shares; 2024Q4: 2,272 shares; 2025Q1: 2,839 shares; 2025Q2: 2,863 shares; 2025Q3: 2,617 shares; 2025Q4: 2,277 shares; 2026Q1: 2,090 shares; 2026Q2: 2,532 shares 2,532$575K0.02%+442Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,665 shares; 2024Q4: 10,943 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,523 shares; 2025Q4: 17,607 shares; 2026Q1: 13,201 shares; 2026Q2: 12,672 shares 12,672$572K0.02%-529Timeline
FTQIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,672 shares; 2024Q4: 18,063 shares; 2025Q1: 17,934 shares; 2025Q2: 18,336 shares; 2025Q3: 20,781 shares; 2025Q4: 21,240 shares; 2026Q1: 37,235 shares; 2026Q2: 25,870 shares 25,870$571K0.02%-11,365Timeline
QTECFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,905 shares; 2024Q4: 2,693 shares; 2025Q1: 2,578 shares; 2025Q2: 2,234 shares; 2025Q3: 1,861 shares; 2025Q4: 1,836 shares; 2026Q1: 1,705 shares; 2026Q2: 1,705 shares 1,705$571K0.02%0Timeline
ATFVTHE ALGER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,185 shares; 2024Q4: 1,610 shares; 2025Q1: not reported; 2025Q2: 16,386 shares; 2025Q3: 11,820 shares; 2025Q4: 17,108 shares; 2026Q1: 14,069 shares; 2026Q2: 13,724 shares 13,724$568K0.01%-345Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,099 shares; 2024Q4: 8,997 shares; 2025Q1: 6,599 shares; 2025Q2: 8,034 shares; 2025Q3: 7,710 shares; 2025Q4: 8,986 shares; 2026Q1: 9,658 shares; 2026Q2: 9,364 shares 9,364$566K0.01%-294Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,004 shares; 2024Q4: 2,992 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,934 shares; 2026Q2: 6,175 shares 6,175$563K0.01%+1,241Timeline
EDIVSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,728 shares; 2024Q4: 9,774 shares; 2025Q1: 9,852 shares; 2025Q2: 10,018 shares; 2025Q3: 13,644 shares; 2025Q4: 13,732 shares; 2026Q1: 13,732 shares; 2026Q2: 13,732 shares 13,732$562K0.01%0Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,606 shares; 2024Q4: 9,275 shares; 2025Q1: 193 shares; 2025Q2: 9,272 shares; 2025Q3: 9,292 shares; 2025Q4: 7,348 shares; 2026Q1: 6,953 shares; 2026Q2: 6,734 shares 6,734$556K0.01%-219Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,178 shares; 2024Q4: 1,300 shares; 2025Q1: 1,312 shares; 2025Q2: 1,311 shares; 2025Q3: 1,294 shares; 2025Q4: 1,489 shares; 2026Q1: 1,345 shares; 2026Q2: 1,438 shares 1,438$556K0.01%+93Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,544 shares; 2024Q4: 5,691 shares; 2025Q1: 5,787 shares; 2025Q2: 5,549 shares; 2025Q3: 5,497 shares; 2025Q4: 5,218 shares; 2026Q1: 4,734 shares; 2026Q2: 4,667 shares 4,667$556K0.01%-67Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 1,840 shares; 2025Q1: 159 shares; 2025Q2: 1,844 shares; 2025Q3: 3,453 shares; 2025Q4: 3,547 shares; 2026Q1: 3,407 shares; 2026Q2: 1,433 shares 1,433$552K0.01%-1,974Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,822 shares; 2024Q4: 7,874 shares; 2025Q1: 8,029 shares; 2025Q2: 8,089 shares; 2025Q3: 8,068 shares; 2025Q4: 7,801 shares; 2026Q1: 7,816 shares; 2026Q2: 7,799 shares 7,799$550K0.01%-17Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,515 shares; 2024Q4: 21,631 shares; 2025Q1: 781 shares; 2025Q2: 21,681 shares; 2025Q3: 25,206 shares; 2025Q4: 21,456 shares; 2026Q1: 21,549 shares; 2026Q2: 20,878 shares 20,878$550K0.01%-671Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,416 shares; 2024Q4: 2,479 shares; 2025Q1: 2,888 shares; 2025Q2: 2,497 shares; 2025Q3: 2,200 shares; 2025Q4: 1,910 shares; 2026Q1: 1,948 shares; 2026Q2: 1,942 shares 1,942$547K0.01%-6Timeline
LECOLINCOLN ELEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,644 shares; 2024Q4: 1,514 shares; 2025Q1: 1,513 shares; 2025Q2: 1,513 shares; 2025Q3: 1,826 shares; 2025Q4: 1,899 shares; 2026Q1: 1,714 shares; 2026Q2: 2,058 shares 2,058$546K0.01%+344Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,203 shares; 2025Q3: 6,486 shares; 2025Q4: 4,812 shares; 2026Q1: 2,838 shares; 2026Q2: 3,368 shares 3,368$545K0.01%+530Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,062 shares; 2024Q4: 1,880 shares; 2025Q1: 1,880 shares; 2025Q2: 1,460 shares; 2025Q3: 1,850 shares; 2025Q4: 2,050 shares; 2026Q1: 2,701 shares; 2026Q2: 2,782 shares 2,782$544K0.01%+81Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,100 shares; 2024Q4: 2,171 shares; 2025Q1: 2,092 shares; 2025Q2: 2,096 shares; 2025Q3: 2,110 shares; 2025Q4: 2,137 shares; 2026Q1: 2,062 shares; 2026Q2: 2,108 shares 2,108$539K0.01%+46Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,333 shares; 2024Q4: 3,229 shares; 2025Q1: 2,377 shares; 2025Q2: 3,267 shares; 2025Q3: 3,274 shares; 2025Q4: 3,273 shares; 2026Q1: 3,049 shares; 2026Q2: 3,348 shares 3,348$535K0.01%+299Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 657 shares; 2024Q4: 723 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 787 shares; 2025Q4: 788 shares; 2026Q1: 1,644 shares; 2026Q2: 1,699 shares 1,699$534K0.01%+55Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,924 shares; 2024Q4: 2,791 shares; 2025Q1: 4,280 shares; 2025Q2: 3,023 shares; 2025Q3: 3,319 shares; 2025Q4: 4,668 shares; 2026Q1: 4,672 shares; 2026Q2: 3,719 shares 3,719$532K0.01%-953Timeline
DEUSDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,383 shares; 2024Q4: 8,288 shares; 2025Q1: 8,216 shares; 2025Q2: 8,238 shares; 2025Q3: 8,236 shares; 2025Q4: 8,248 shares; 2026Q1: 8,117 shares; 2026Q2: 8,138 shares 8,138$531K0.01%+21Timeline

Sold out in Q2 2026

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

The largest 100 of 118. All 118

SecurityShares beforeValue beforeType
CGDVCAPITAL GROUP DIVIDEND VALUE202,106$8.6Mshares
BSJQINVESCO EXCH TRD SLF IDX FD358,722$8.31Mshares
JCPIJ P MORGAN EXCHANGE TRADED F100,729$4.87Mshares
IMCVISHARES TR53,240$4.51Mshares
BINV2023 ETF SERIES TRUST97,670$4.03Mshares
LYBLYONDELLBASELL INDUSTRIES NV37,037$2.98Mshares
HONHONEYWELL INTL INC12,976$2.93Mshares
USFDUS FOODS HLDG CORP29,281$2.7Mshares
BITWBITWISE 10 CRYPTO INDEX ETF60,265$2.69Mshares
BMIBADGER METER INC16,631$2.53Mshares
DOWDOW HLDGS INC56,228$2.34Mshares
ASNDASCENDIS PHARMA A/S5,463$1.25Mshares
RBCRBC BEARINGS INC2,290$1.24Mshares
ROADCONSTRUCTION PARTNERS INC11,006$1.22Mshares
BSSXINVESCO EXCH TRD SLF IDX FD44,085$1.12Mshares
XMHQINVESCO EXCHANGE TRADED FD T10,368$1.07Mshares
TLHISHARES TR9,659$973Kshares
HLIHOULIHAN LOKEY INC6,732$967Kshares
AWIARMSTRONG WORLD INDS INC NEW5,720$943Kshares
SHYMBLACKROCK ETF TRUST II42,522$936Kshares
WDFCWD 40 CO4,498$917Kshares
PRIPRIMERICA INC3,646$913Kshares
LHXL3HARRIS TECHNOLOGIES INC2,577$889Kshares
WSOWATSCO INC2,443$889Kshares
VTEBVANGUARD MUN BD FDS17,544$875Kshares
BOHBANK OF HI CORP11,108$825Kshares
JBTMJBT MAREL CORPORATION6,437$823Kshares
CAKECHEESECAKE FACTORY INC14,886$815Kshares
BUFTFIRST TR EXCHNG TRADED FD VI31,549$783Kshares
PBHPRESTIGE CONSMR HEALTHCARE I12,516$742Kshares
FULFULLER H B CO11,642$718Kshares
HLMNHILLMAN SOLUTIONS CORP80,993$674Kshares
STTSTATE STR CORP5,189$657Kshares
GTYGETTY RLTY CORP NEW20,584$655Kshares
CSWCSW INDUSTRIALS INC2,502$652Kshares
IYHISHARES TR10,190$628Kshares
LSTRLANDSTAR SYS INC3,833$614Kshares
UNFUNIFIRST CORP MASS2,423$610Kshares
BKRBAKER HUGHES COMPANY9,897$604Kshares
SYBTSTOCK YDS BANCORP INC9,052$600Kshares
SITESITEONE LANDSCAPE SUPPLY INC4,475$596Kshares
ALHALLIANCE LAUNDRY HLDGS INC27,414$569Kshares
NJULINNOVATOR ETFS TRUST7,944$567Kshares
EVTCEVERTEC INC19,669$555Kshares
THOTHOR INDS INC6,870$549Kshares
BRCBRADY CORP6,731$547Kshares
FFINFIRST FINL BANKSHARES INC18,567$547Kshares
DVYEISHARES INC15,603$536Kshares
CHHCHOICE HOTELS INTL INC4,930$510Kshares
RLIRLI CORP8,370$477Kshares
CGBDCARLYLE SECURED LENDING INC43,047$471Kshares
FIZZNATIONAL BEVERAGE CORP12,818$431Kshares
BUFGFIRST TR EXCHNG TRADED FD VI15,813$425Kshares
ARANTERO RESOURCES CORP9,451$401Kshares
IMOIMPERIAL OIL LTD3,061$400Kshares
PJULINNOVATOR ETFS TRUST8,659$398Kshares
FFIVF5 INC1,365$395Kshares
CNQCANADIAN NAT RES LTD MED TER8,033$391Kshares
CHRWC H ROBINSON WORLDWIDE IN2,348$390Kshares
SWKSTANLEY BLACK & DECKER INC5,469$389Kshares
JKHYHENRY JACK & ASSOC INC2,329$368Kshares
SDYSPDR SERIES TRUST2,493$364Kshares
REZISHARES TR4,364$363Kshares
RYROYAL BK CDA2,054$332Kshares
IBNICICI BK LTD12,730$330Kshares
SUSUNCOR ENERGY INC NEW4,985$330Kshares
CRCLCIRCLE INTERNET GROUP INC3,452$329Kshares
DDDUPONT DE NEMOURS INC6,894$316Kshares
BITBBITWISE BITCOIN ETF TR8,304$306Kshares
BBVABANCO BILBAO VIZCAYA ARGENTA13,749$298Kshares
HUBSHUBSPOT INC1,163$284Kshares
RGTIRIGETTI COMPUTING INC19,575$275Kshares
TANINVESCO EXCH TRADED FD TR II4,896$273Kshares
CNRCORE NATURAL RESOURCES INC2,604$273Kshares
KTOSKRATOS DEFENSE & SEC SOLUTIO3,844$271Kshares
ABNBAIRBNB INC2,118$267Kshares
IBPINSTALLED BLDG PRODS INC1,003$266Kshares
ESLTELBIT SYS LTD308$262Kshares
VMRKVIVMARK RESIDENTIAL4,258$252Kshares
MASIMASIMO CORP1,410$251Kshares
COHRCOHERENT CORP1,045$249Kshares
DIVIFRANKLIN TEMPLETON ETF TR6,157$245Kshares
TOSTTOAST INC9,208$244Kshares
CSGSCSG SYS INTL INC3,042$243Kshares
SAPSAP SE1,392$238Kshares
HASIHA SUSTAINABLE INFRA CAP INC6,432$236Kshares
BSMUINVESCO EXCH TRD SLF IDX FD10,636$232Kshares
LULULULULEMON ATHLETICA INC1,506$231Kshares
SPINSSGA ACTIVE TR7,500$229Kshares
AMTAMERICAN TOWER CORP1,326$229Kshares
MDLZMONDELEZ INTL INC4,651$227Kshares
SONYSONY GROUP CORP10,956$227Kshares
UGIUGI CORP NEW6,215$226Kshares
ROLROLLINS INC4,216$225Kshares
TDTORONTO DOMINION BK ONT2,400$224Kshares
AIGAMERICAN INTL GROUP INC2,966$223Kshares
MCKMCKESSON CORP256$222Kshares
DAVEDAVE INC1,259$219Kshares
WITWIPRO LTD102,909$218Kshares
AFLAFLAC INC1,975$217Kshares

How Q2 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-26-000402 base2026-07-07acceptance time not in the bulk data set

Filings

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

FilingSubjectFiledAcceptedIngested
13F-HR 0001754960-26-000402 Quarter ended 2026-06-302026-07-07acceptance time not in the bulk data set
13F-HR 0001754960-26-000212 Quarter ended 2026-03-312026-04-09acceptance time not in the bulk data set
13F-HR 0001754960-26-000005 Quarter ended 2025-12-312026-01-06acceptance time not in the bulk data set
13F-HR 0001754960-25-000798 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001754960-25-000419 Quarter ended 2025-06-302025-07-17acceptance time not in the bulk data set
13F-HR 0001754960-25-000218 Quarter ended 2025-03-312025-04-21acceptance time not in the bulk data set
13F-HR 0001599868-25-000001 Quarter ended 2024-12-312025-01-17acceptance time not in the bulk data set
13F-HR 0001599868-24-000011 Quarter ended 2024-09-302024-11-08acceptance time not in the bulk data set
13F-HR 0001599868-24-000008 Quarter ended 2024-06-302024-08-13acceptance time not in the bulk data set
13F-HR 0001599868-24-000003 Quarter ended 2024-03-312024-04-30acceptance time not in the bulk data set
13F-HR 0001599868-24-000001 Quarter ended 2023-12-312024-01-30acceptance time not in the bulk data set
13F-HR 0001599868-23-000005 Quarter ended 2023-09-302023-10-17acceptance time not in the bulk data set
13F-HR 0001599868-23-000003 Quarter ended 2023-06-302023-07-19acceptance time not in the bulk data set
13F-HR 0001599868-23-000002 Quarter ended 2023-03-312023-05-10acceptance time not in the bulk data set
13F-HR 0001599868-23-000001 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001599868-22-000004 Quarter ended 2022-09-302022-10-26acceptance time not in the bulk data set
13F-HR 0001599868-22-000003 Quarter ended 2022-06-302022-08-10acceptance time not in the bulk data set
13F-HR 0001599868-22-000002 Quarter ended 2022-03-312022-05-13acceptance time not in the bulk data set
13F-HR 0001599868-22-000001 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0001599868-21-000004 Quarter ended 2021-09-302021-11-02acceptance time not in the bulk data set
13F-HR 0001599868-21-000003 Quarter ended 2021-06-302021-07-27acceptance time not in the bulk data set
13F-HR 0001599868-21-000002 Quarter ended 2021-03-312021-05-11acceptance time not in the bulk data set
13F-HR 0001599868-21-000001 Quarter ended 2020-12-312021-02-09acceptance time not in the bulk data set
13F-HR 0001599868-20-000006 Quarter ended 2020-09-302020-10-20acceptance time not in the bulk data set
13F-HR 0001599868-20-000004 Quarter ended 2020-06-302020-07-02acceptance time not in the bulk data set
13F-HR 0001599868-20-000003 Quarter ended 2020-03-312020-04-01acceptance time not in the bulk data set
13F-HR 0001599868-20-000002 Quarter ended 2019-12-312020-02-11acceptance time not in the bulk data set
13F-HR 0001599868-19-000005 Quarter ended 2019-09-302019-10-09acceptance time not in the bulk data set
13F-HR 0001599868-19-000003 Quarter ended 2019-06-302019-08-14acceptance time not in the bulk data set
13F-HR 0001599868-19-000002 Quarter ended 2019-03-312019-05-08acceptance time not in the bulk data set
13F-HR 0001599868-19-000001 Quarter ended 2018-12-312019-02-13acceptance time not in the bulk data set
13F-HR 0001599868-18-000005 Quarter ended 2018-09-302018-11-14acceptance time not in the bulk data set
13F-HR 0001599868-18-000004 Quarter ended 2018-06-302018-08-16acceptance time not in the bulk data set
13F-HR 0001599868-18-000002 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0001599868-18-000001 Quarter ended 2017-12-312018-02-08acceptance time not in the bulk data set
13F-HR 0001599868-17-000004 Quarter ended 2017-09-302017-11-08acceptance time not in the bulk data set
13F-HR 0001599868-17-000003 Quarter ended 2017-06-302017-08-15acceptance time not in the bulk data set
13F-HR 0001599868-17-000002 Quarter ended 2017-03-312017-05-12acceptance time not in the bulk data set
13F-HR 0001599868-17-000001 Quarter ended 2016-12-312017-02-08acceptance time not in the bulk data set
13F-HR 0001599868-16-000009 Quarter ended 2016-09-302016-11-15acceptance time not in the bulk data set
13F-HR/A 0001599868-16-000008 Quarter ended 2016-06-302016-08-05acceptance time not in the bulk data set
13F-HR 0001599868-16-000007 Quarter ended 2016-06-302016-08-05acceptance time not in the bulk data set
13F-HR 0001599868-16-000006 Quarter ended 2016-03-312016-04-27acceptance time not in the bulk data set
13F-HR 0001599868-16-000005 Quarter ended 2015-12-312016-02-10acceptance time not in the bulk data set
13F-HR 0001599868-15-000004 Quarter ended 2015-09-302015-11-09acceptance time not in the bulk data set
13F-HR 0001599868-15-000003 Quarter ended 2015-06-302015-08-21acceptance time not in the bulk data set
13F-HR 0001599868-15-000002 Quarter ended 2015-03-312015-05-15acceptance time not in the bulk data set
13F-HR 0001599868-15-000001 Quarter ended 2014-12-312015-02-12acceptance time not in the bulk data set
13F-HR 0001599868-14-000004 Quarter ended 2014-09-302014-11-10acceptance time not in the bulk data set
13F-HR 0001599868-14-000003 Quarter ended 2014-06-302014-08-14acceptance time not in the bulk data set
13F-HR 0001599868-14-000002 Quarter ended 2014-03-312014-05-14acceptance time not in the bulk data set
13F-HR 0001599868-14-000001 Quarter ended 2013-12-312014-02-14acceptance time not in the bulk data set