NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,123,345 shares; 2024Q4: 1,017,372 shares; 2025Q1: 1,007,252 shares; 2025Q2: 699,757 shares; 2025Q3: 628,166 shares; 2025Q4: 615,279 shares; 2026Q1: 499,358 shares; 2026Q2: 501,625 shares 501,625 $97.8M 5.34% +2,267 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 740,508 shares; 2024Q4: 667,482 shares; 2025Q1: 657,520 shares; 2025Q2: 378,609 shares; 2025Q3: 351,791 shares; 2025Q4: 333,941 shares; 2026Q1: 223,212 shares; 2026Q2: 227,727 shares 227,727 $64.2M 3.5% +4,515 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,338 shares; 2024Q4: 119,684 shares; 2025Q1: 177,419 shares; 2025Q2: 59,254 shares; 2025Q3: 62,071 shares; 2025Q4: 60,421 shares; 2026Q1: 53,667 shares; 2026Q2: 59,644 shares 59,644 $44.4M 2.42% +5,977 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405,060 shares; 2024Q4: 328,806 shares; 2025Q1: 382,085 shares; 2025Q2: 269,230 shares; 2025Q3: 227,462 shares; 2025Q4: 219,555 shares; 2026Q1: 148,747 shares; 2026Q2: 151,373 shares 151,373 $36.4M 1.98% +2,626 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,861 shares; 2024Q4: 61,020 shares; 2025Q1: 68,760 shares; 2025Q2: 66,385 shares; 2025Q3: 64,943 shares; 2025Q4: 68,479 shares; 2026Q1: 59,398 shares; 2026Q2: 59,413 shares 59,413 $33.4M 1.83% +15 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,100 shares; 2024Q4: 210,855 shares; 2025Q1: 222,644 shares; 2025Q2: 121,619 shares; 2025Q3: 111,662 shares; 2025Q4: 105,075 shares; 2026Q1: 83,224 shares; 2026Q2: 81,778 shares 81,778 $30.1M 1.65% -1,446 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,293 shares; 2024Q4: 144,249 shares; 2025Q1: 139,003 shares; 2025Q2: 98,751 shares; 2025Q3: 88,044 shares; 2025Q4: 86,464 shares; 2026Q1: 57,716 shares; 2026Q2: 345,642 shares 345,642 $29.3M 1.6% +287,926 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,307 shares; 2024Q4: 33,816 shares; 2025Q1: 34,401 shares; 2025Q2: 26,455 shares; 2025Q3: 27,404 shares; 2025Q4: 25,187 shares; 2026Q1: 22,094 shares; 2026Q2: 22,302 shares 22,302 $27.4M 1.5% +208 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,936 shares; 2024Q4: 62,893 shares; 2025Q1: 70,238 shares; 2025Q2: 40,333 shares; 2025Q3: 38,968 shares; 2025Q4: 40,822 shares; 2026Q1: 33,692 shares; 2026Q2: 33,701 shares 33,701 $25M 1.36% +9 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319,376 shares; 2024Q4: 326,602 shares; 2025Q1: 336,114 shares; 2025Q2: 354,917 shares; 2025Q3: 405,514 shares; 2025Q4: 449,076 shares; 2026Q1: 430,240 shares; 2026Q2: 510,969 shares 510,969 $23.4M 1.28% +80,729 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,397 shares; 2024Q4: 151,400 shares; 2025Q1: 169,189 shares; 2025Q2: 82,654 shares; 2025Q3: 75,180 shares; 2025Q4: 73,401 shares; 2026Q1: 58,055 shares; 2026Q2: 63,543 shares 63,543 $22.5M 1.23% +5,488 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,687 shares; 2024Q4: 116,117 shares; 2025Q1: 124,981 shares; 2025Q2: 67,653 shares; 2025Q3: 66,446 shares; 2025Q4: 63,891 shares; 2026Q1: 58,650 shares; 2026Q2: 57,465 shares 57,465 $21.4M 1.17% -1,185 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,582 shares; 2025Q2: 47,559 shares; 2025Q3: 45,497 shares; 2025Q4: 45,978 shares; 2026Q1: 34,207 shares; 2026Q2: 29,270 shares 29,270 $21.2M 1.16% -4,937 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,287 shares; 2024Q4: 15,778 shares; 2025Q1: 17,659 shares; 2025Q2: 15,964 shares; 2025Q3: 16,986 shares; 2025Q4: 19,072 shares; 2026Q1: 30,619 shares; 2026Q2: 33,074 shares 33,074 $20.9M 1.14% +2,455 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,848 shares; 2024Q4: 79,609 shares; 2025Q1: 82,722 shares; 2025Q2: 62,908 shares; 2025Q3: 68,821 shares; 2025Q4: 69,433 shares; 2026Q1: 61,435 shares; 2026Q2: 61,181 shares 61,181 $20.3M 1.11% -254 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298,727 shares; 2024Q4: 221,621 shares; 2025Q1: 204,437 shares; 2025Q2: 142,417 shares; 2025Q3: 118,646 shares; 2025Q4: 117,038 shares; 2026Q1: 94,248 shares; 2026Q2: 92,789 shares 92,789 $20.3M 1.11% -1,459 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,442 shares; 2024Q4: 107,888 shares; 2025Q1: 129,922 shares; 2025Q2: 85,684 shares; 2025Q3: 75,639 shares; 2025Q4: 76,131 shares; 2026Q1: 52,969 shares; 2026Q2: 54,240 shares 54,240 $19.1M 1.04% +1,271 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,174 shares; 2024Q4: 84,734 shares; 2025Q1: 44,944 shares; 2025Q2: 35,115 shares; 2025Q3: 34,020 shares; 2025Q4: 75,869 shares; 2026Q1: 90,573 shares; 2026Q2: 101,529 shares 101,529 $18.8M 1.03% +10,956 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,761 shares; 2024Q4: 51,463 shares; 2025Q1: 58,198 shares; 2025Q2: 43,914 shares; 2025Q3: 39,487 shares; 2025Q4: 38,770 shares; 2026Q1: 35,571 shares; 2026Q2: 34,617 shares 34,617 $18.7M 1.02% -954 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,157 shares; 2024Q4: 215,928 shares; 2025Q1: 204,058 shares; 2025Q2: 178,778 shares; 2025Q3: 169,386 shares; 2025Q4: 173,278 shares; 2026Q1: 161,887 shares; 2026Q2: 159,459 shares 159,459 $18.4M 1.01% -2,428 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,571 shares; 2024Q4: 23,092 shares; 2025Q1: 34,942 shares; 2025Q2: 29,145 shares; 2025Q3: 29,565 shares; 2025Q4: 28,643 shares; 2026Q1: 28,155 shares; 2026Q2: 24,425 shares 24,425 $18.1M 0.99% -3,730 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,979 shares; 2024Q4: 107,394 shares; 2025Q1: 110,579 shares; 2025Q2: 73,561 shares; 2025Q3: 65,437 shares; 2025Q4: 62,772 shares; 2026Q1: 48,305 shares; 2026Q2: 49,890 shares 49,890 $16.4M 0.9% +1,585 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,972 shares; 2024Q4: 251,332 shares; 2025Q1: 238,847 shares; 2025Q2: 198,963 shares; 2025Q3: 176,412 shares; 2025Q4: 175,123 shares; 2026Q1: 164,537 shares; 2026Q2: 162,845 shares 162,845 $13.8M 0.75% -1,692 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,333 shares; 2024Q4: 62,511 shares; 2025Q1: 324,223 shares; 2025Q2: 384,074 shares; 2025Q3: 421,154 shares; 2025Q4: 383,283 shares; 2026Q1: 344,298 shares; 2026Q2: 354,422 shares 354,422 $13.4M 0.73% +10,124 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,522 shares; 2024Q4: 25,054 shares; 2025Q1: 29,405 shares; 2025Q2: 20,127 shares; 2025Q3: 17,532 shares; 2025Q4: 13,053 shares; 2026Q1: 11,441 shares; 2026Q2: 11,686 shares 11,686 $13.4M 0.73% +245 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,183 shares; 2024Q4: 84,679 shares; 2025Q1: 99,235 shares; 2025Q2: 48,691 shares; 2025Q3: 39,514 shares; 2025Q4: 39,378 shares; 2026Q1: 37,960 shares; 2026Q2: 49,143 shares 49,143 $12.7M 0.69% +11,183 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,145 shares; 2024Q4: 53,751 shares; 2025Q1: 59,935 shares; 2025Q2: 35,638 shares; 2025Q3: 33,075 shares; 2025Q4: 32,998 shares; 2026Q1: 23,814 shares; 2026Q2: 24,723 shares 24,723 $12.3M 0.67% +909 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,831 shares; 2024Q4: 25,237 shares; 2025Q1: 24,857 shares; 2025Q2: 18,859 shares; 2025Q3: 20,122 shares; 2025Q4: 20,602 shares; 2026Q1: 20,215 shares; 2026Q2: 16,951 shares 16,951 $11.5M 0.63% -3,264 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,896 shares; 2024Q4: 62,589 shares; 2025Q1: 62,740 shares; 2025Q2: 51,403 shares; 2025Q3: 44,927 shares; 2025Q4: 43,734 shares; 2026Q1: 26,638 shares; 2026Q2: 26,754 shares 26,754 $11M 0.6% +116 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350,227 shares; 2024Q4: 299,731 shares; 2025Q1: 268,690 shares; 2025Q2: 195,217 shares; 2025Q3: 186,692 shares; 2025Q4: 168,209 shares; 2026Q1: 146,008 shares; 2026Q2: 143,644 shares 143,644 $10.2M 0.56% -2,364 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,433 shares; 2024Q4: 27,491 shares; 2025Q1: 30,257 shares; 2025Q2: 22,814 shares; 2025Q3: 23,704 shares; 2025Q4: 24,828 shares; 2026Q1: 21,691 shares; 2026Q2: 22,054 shares 22,054 $10M 0.55% +363 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,765 shares; 2024Q4: 28,054 shares; 2025Q1: 29,288 shares; 2025Q2: 25,281 shares; 2025Q3: 45,034 shares; 2025Q4: 52,081 shares; 2026Q1: 64,947 shares; 2026Q2: 81,888 shares 81,888 $9.89M 0.54% +16,941 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,113 shares; 2024Q4: 15,247 shares; 2025Q1: 15,340 shares; 2025Q2: 13,316 shares; 2025Q3: 13,637 shares; 2025Q4: 13,662 shares; 2026Q1: 10,732 shares; 2026Q2: 10,135 shares 10,135 $9.82M 0.54% -597 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,693 shares; 2024Q4: 189,483 shares; 2025Q1: 194,683 shares; 2025Q2: 202,176 shares; 2025Q3: 198,518 shares; 2025Q4: 222,873 shares; 2026Q1: 211,473 shares; 2026Q2: 252,940 shares 252,940 $9.69M 0.53% +41,467 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,745 shares; 2024Q4: 3,389 shares; 2025Q1: 3,866 shares; 2025Q2: 2,830 shares; 2025Q3: 2,525 shares; 2025Q4: 10,020 shares; 2026Q1: 10,074 shares; 2026Q2: 8,776 shares 8,776 $9.68M 0.53% -1,298 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,145 shares; 2024Q4: 118,596 shares; 2025Q1: 118,078 shares; 2025Q2: 116,307 shares; 2025Q3: 115,745 shares; 2025Q4: 113,930 shares; 2026Q1: 116,556 shares; 2026Q2: 123,793 shares 123,793 $9.4M 0.51% +7,237 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,385 shares; 2024Q4: 40,813 shares; 2025Q1: 33,883 shares; 2025Q2: 25,287 shares; 2025Q3: 29,311 shares; 2025Q4: 28,434 shares; 2026Q1: 24,651 shares; 2026Q2: 25,547 shares 25,547 $9.38M 0.51% +896 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,370 shares; 2024Q4: 175,168 shares; 2025Q1: 161,085 shares; 2025Q2: 77,902 shares; 2025Q3: 71,737 shares; 2025Q4: 69,412 shares; 2026Q1: 63,718 shares; 2026Q2: 62,714 shares 62,714 $9.31M 0.51% -1,004 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,232 shares; 2024Q4: 10,761 shares; 2025Q1: 15,182 shares; 2025Q2: 10,383 shares; 2025Q3: 7,986 shares; 2025Q4: 8,336 shares; 2026Q1: 8,814 shares; 2026Q2: 8,975 shares 8,975 $9.16M 0.5% +161 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,106 shares; 2024Q4: 46,809 shares; 2025Q1: 49,284 shares; 2025Q2: 37,320 shares; 2025Q3: 30,361 shares; 2025Q4: 30,586 shares; 2026Q1: 22,187 shares; 2026Q2: 22,373 shares 22,373 $9.13M 0.5% +186 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,784 shares; 2024Q4: 96,015 shares; 2025Q1: 49,162 shares; 2025Q2: 41,644 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,077 shares; 2026Q2: 53,703 shares 53,703 $8.99M 0.49% +48,626 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,645 shares; 2024Q4: 80,271 shares; 2025Q1: 53,446 shares; 2025Q2: 38,998 shares; 2025Q3: 37,092 shares; 2025Q4: 36,699 shares; 2026Q1: 30,619 shares; 2026Q2: 32,127 shares 32,127 $8.93M 0.49% +1,508 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,146 shares; 2024Q4: 144,433 shares; 2025Q1: 218,927 shares; 2025Q2: 71,479 shares; 2025Q3: 71,021 shares; 2025Q4: 73,940 shares; 2026Q1: 70,185 shares; 2026Q2: 65,034 shares 65,034 $8.82M 0.48% -5,151 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,258 shares; 2024Q4: 139,572 shares; 2025Q1: 331,081 shares; 2025Q2: 411,158 shares; 2025Q3: 396,493 shares; 2025Q4: 410,061 shares; 2026Q1: 97,196 shares; 2026Q2: 94,370 shares 94,370 $8.65M 0.47% -2,826 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,581 shares; 2024Q4: 28,834 shares; 2025Q1: 96,582 shares; 2025Q2: 111,850 shares; 2025Q3: 130,073 shares; 2025Q4: 130,350 shares; 2026Q1: 161,021 shares; 2026Q2: 186,351 shares 186,351 $8.51M 0.46% +25,330 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,708 shares; 2024Q4: 63,953 shares; 2025Q1: 78,546 shares; 2025Q2: 49,602 shares; 2025Q3: 41,320 shares; 2025Q4: 40,921 shares; 2026Q1: 24,684 shares; 2026Q2: 22,810 shares 22,810 $8.41M 0.46% -1,874 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,618 shares; 2024Q4: 206,967 shares; 2025Q1: 183,734 shares; 2025Q2: 93,788 shares; 2025Q3: 93,059 shares; 2025Q4: 93,378 shares; 2026Q1: 65,240 shares; 2026Q2: 73,082 shares 73,082 $8.38M 0.46% +7,842 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,100 shares; 2024Q4: 83,967 shares; 2025Q1: 79,585 shares; 2025Q2: 42,208 shares; 2025Q3: 39,009 shares; 2025Q4: 37,504 shares; 2026Q1: 30,912 shares; 2026Q2: 32,220 shares 32,220 $8.19M 0.45% +1,308 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,707 shares; 2024Q4: 3,023 shares; 2025Q1: 8,090 shares; 2025Q2: 23,146 shares; 2025Q3: 36,685 shares; 2025Q4: 30,371 shares; 2026Q1: 36,445 shares; 2026Q2: 39,041 shares 39,041 $7.9M 0.43% +2,596 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 797,695 shares; 2024Q4: 330,219 shares; 2025Q1: 635,864 shares; 2025Q2: 138,944 shares; 2025Q3: 131,670 shares; 2025Q4: 123,743 shares; 2026Q1: 126,653 shares; 2026Q2: 167,394 shares 167,394 $7.75M 0.42% +40,741 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,636 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 168,708 shares; 2026Q2: 178,092 shares 178,092 $7.69M 0.42% +9,384 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,937 shares; 2024Q4: 16,843 shares; 2025Q1: 29,967 shares; 2025Q2: 19,422 shares; 2025Q3: 31,757 shares; 2025Q4: 36,163 shares; 2026Q1: 34,648 shares; 2026Q2: 34,930 shares 34,930 $7.5M 0.41% +282 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,701 shares; 2026Q2: 36,763 shares 36,763 $7.4M 0.4% +1,062 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,938 shares; 2024Q4: 125,813 shares; 2025Q1: 123,046 shares; 2025Q2: 94,867 shares; 2025Q3: 60,711 shares; 2025Q4: 69,872 shares; 2026Q1: 74,026 shares; 2026Q2: 79,481 shares 79,481 $7.36M 0.4% +5,455 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,195 shares; 2024Q4: 9,962 shares; 2025Q1: 13,285 shares; 2025Q2: 11,787 shares; 2025Q3: 11,766 shares; 2025Q4: 114,387 shares; 2026Q1: 52,256 shares; 2026Q2: 98,467 shares 98,467 $7.26M 0.4% +46,211 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,993 shares; 2024Q4: 88,902 shares; 2025Q1: 108,012 shares; 2025Q2: 76,594 shares; 2025Q3: 77,210 shares; 2025Q4: 85,322 shares; 2026Q1: 71,752 shares; 2026Q2: 72,223 shares 72,223 $7.23M 0.39% +471 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,931 shares; 2024Q4: 401,936 shares; 2025Q1: 426,001 shares; 2025Q2: 401,868 shares; 2025Q3: 404,260 shares; 2025Q4: 398,545 shares; 2026Q1: 403,720 shares; 2026Q2: 405,048 shares 405,048 $7.22M 0.39% +1,328 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 86,896 shares; 2025Q1: 93,872 shares; 2025Q2: 79,282 shares; 2025Q3: 80,464 shares; 2025Q4: 74,318 shares; 2026Q1: 18,062 shares; 2026Q2: 17,554 shares 17,554 $7.21M 0.39% -508 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,793 shares; 2024Q4: 29,096 shares; 2025Q1: 26,167 shares; 2025Q2: 8,999 shares; 2025Q3: 8,897 shares; 2025Q4: 8,843 shares; 2026Q1: 6,751 shares; 2026Q2: 6,835 shares 6,835 $7.06M 0.39% +84 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,883 shares; 2024Q4: 55,665 shares; 2025Q1: 51,992 shares; 2025Q2: 50,596 shares; 2025Q3: 50,901 shares; 2025Q4: 52,958 shares; 2026Q1: 46,623 shares; 2026Q2: 46,332 shares 46,332 $7.01M 0.38% -291 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,812 shares; 2024Q4: 58,103 shares; 2025Q1: 61,021 shares; 2025Q2: 25,336 shares; 2025Q3: 22,303 shares; 2025Q4: 22,501 shares; 2026Q1: 18,844 shares; 2026Q2: 19,508 shares 19,508 $6.84M 0.37% +664 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,768 shares; 2024Q4: 67,259 shares; 2025Q1: 82,106 shares; 2025Q2: 55,637 shares; 2025Q3: 50,759 shares; 2025Q4: 36,023 shares; 2026Q1: 26,397 shares; 2026Q2: 50,476 shares 50,476 $6.65M 0.36% +24,079 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 624,359 shares; 2024Q4: 591,228 shares; 2025Q1: 566,819 shares; 2025Q2: 450,516 shares; 2025Q3: 274,387 shares; 2025Q4: 267,613 shares; 2026Q1: 272,710 shares; 2026Q2: 288,985 shares 288,985 $6.49M 0.35% +16,275 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,157 shares; 2024Q4: 26,115 shares; 2025Q1: 29,177 shares; 2025Q2: 11,328 shares; 2025Q3: 11,869 shares; 2025Q4: 11,362 shares; 2026Q1: 10,608 shares; 2026Q2: 52,671 shares 52,671 $6.42M 0.35% +42,063 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,907 shares; 2024Q4: 59,310 shares; 2025Q1: 70,985 shares; 2025Q2: 41,084 shares; 2025Q3: 37,408 shares; 2025Q4: 41,098 shares; 2026Q1: 55,261 shares; 2026Q2: 55,522 shares 55,522 $6.38M 0.35% +261 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,850 shares; 2024Q4: 184,165 shares; 2025Q1: 175,912 shares; 2025Q2: 166,234 shares; 2025Q3: 164,173 shares; 2025Q4: 168,063 shares; 2026Q1: 128,382 shares; 2026Q2: 83,572 shares 83,572 $6.31M 0.34% -44,810 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274,650 shares; 2024Q4: 241,984 shares; 2025Q1: 212,577 shares; 2025Q2: 61,759 shares; 2025Q3: 56,367 shares; 2025Q4: 57,674 shares; 2026Q1: 46,842 shares; 2026Q2: 46,260 shares 46,260 $6.29M 0.34% -582 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,727 shares; 2024Q4: 53,174 shares; 2025Q1: 56,554 shares; 2025Q2: 61,008 shares; 2025Q3: 63,606 shares; 2025Q4: 60,078 shares; 2026Q1: 59,223 shares; 2026Q2: 61,329 shares 61,329 $6.27M 0.34% +2,106 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,163,897 shares; 2024Q4: 914,897 shares; 2025Q1: 1,091,610 shares; 2025Q2: 376,584 shares; 2025Q3: 405,049 shares; 2025Q4: 401,552 shares; 2026Q1: 407,041 shares; 2026Q2: 406,880 shares 406,880 $6.27M 0.34% -161 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,133 shares; 2024Q4: 144,670 shares; 2025Q1: 138,266 shares; 2025Q2: 58,779 shares; 2025Q3: 40,780 shares; 2025Q4: 33,421 shares; 2026Q1: 49,537 shares; 2026Q2: 50,133 shares 50,133 $6.18M 0.34% +596 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,734 shares; 2024Q4: 21,091 shares; 2025Q1: 22,086 shares; 2025Q2: 10,110 shares; 2025Q3: 8,113 shares; 2025Q4: 7,810 shares; 2026Q1: 6,360 shares; 2026Q2: 6,449 shares 6,449 $6.11M 0.33% +89 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,464 shares; 2024Q4: 126,576 shares; 2025Q1: 142,094 shares; 2025Q2: 152,233 shares; 2025Q3: 167,729 shares; 2025Q4: 188,512 shares; 2026Q1: 119,287 shares; 2026Q2: 120,290 shares 120,290 $6.08M 0.33% +1,003 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,980 shares; 2026Q1: 308,845 shares; 2026Q2: 454,953 shares 454,953 $6.06M 0.33% +146,108 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,481 shares; 2024Q4: 22,366 shares; 2025Q1: 20,216 shares; 2025Q2: 15,828 shares; 2025Q3: 15,818 shares; 2025Q4: 16,410 shares; 2026Q1: 18,126 shares; 2026Q2: 18,170 shares 18,170 $6.01M 0.33% +44 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,175 shares; 2024Q4: 43,808 shares; 2025Q1: 44,759 shares; 2025Q2: 25,328 shares; 2025Q3: 23,914 shares; 2025Q4: 22,971 shares; 2026Q1: 18,268 shares; 2026Q2: 17,356 shares 17,356 $5.93M 0.32% -912 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,552 shares; 2024Q4: 130,989 shares; 2025Q1: 193,823 shares; 2025Q2: 106,605 shares; 2025Q3: 96,884 shares; 2025Q4: 106,733 shares; 2026Q1: 97,776 shares; 2026Q2: 72,360 shares 72,360 $5.91M 0.32% -25,416 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,138 shares; 2024Q4: 107,157 shares; 2025Q1: 110,391 shares; 2025Q2: 131,711 shares; 2025Q3: 147,802 shares; 2025Q4: 162,252 shares; 2026Q1: 154,186 shares; 2026Q2: 199,369 shares 199,369 $5.88M 0.32% +45,183 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,731 shares; 2024Q4: 26,938 shares; 2025Q1: 26,320 shares; 2025Q2: 25,385 shares; 2025Q3: 19,054 shares; 2025Q4: 17,407 shares; 2026Q1: 20,069 shares; 2026Q2: 15,594 shares 15,594 $5.82M 0.32% -4,475 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,496 shares; 2024Q4: 45,784 shares; 2025Q1: 83,287 shares; 2025Q2: 27,679 shares; 2025Q3: 28,013 shares; 2025Q4: 35,039 shares; 2026Q1: 28,494 shares; 2026Q2: 25,265 shares 25,265 $5.74M 0.31% -3,229 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,719 shares; 2024Q4: 20,454 shares; 2025Q1: 23,413 shares; 2025Q2: 22,188 shares; 2025Q3: 16,087 shares; 2025Q4: 17,233 shares; 2026Q1: 17,142 shares; 2026Q2: 14,008 shares 14,008 $5.69M 0.31% -3,134 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,349 shares; 2024Q4: 175,080 shares; 2025Q1: 157,595 shares; 2025Q2: 111,051 shares; 2025Q3: 114,271 shares; 2025Q4: 110,155 shares; 2026Q1: 113,064 shares; 2026Q2: 114,975 shares 114,975 $5.58M 0.3% +1,911 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,905 shares; 2024Q4: 27,839 shares; 2025Q1: 25,791 shares; 2025Q2: 19,628 shares; 2025Q3: 17,878 shares; 2025Q4: 16,913 shares; 2026Q1: 14,554 shares; 2026Q2: 14,668 shares 14,668 $5.3M 0.29% +114 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,523 shares; 2024Q4: 180,373 shares; 2025Q1: 187,996 shares; 2025Q2: 119,263 shares; 2025Q3: 111,457 shares; 2025Q4: 106,355 shares; 2026Q1: 89,434 shares; 2026Q2: 89,919 shares 89,919 $5.2M 0.28% +485 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,301 shares; 2024Q4: 91,730 shares; 2025Q1: 127,422 shares; 2025Q2: 85,529 shares; 2025Q3: 79,441 shares; 2025Q4: 78,307 shares; 2026Q1: 61,942 shares; 2026Q2: 53,773 shares 53,773 $5.18M 0.28% -8,169 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,074 shares; 2024Q4: 26,607 shares; 2025Q1: 30,338 shares; 2025Q2: 26,977 shares; 2025Q3: 25,931 shares; 2025Q4: 25,849 shares; 2026Q1: 24,737 shares; 2026Q2: 24,365 shares 24,365 $5.16M 0.28% -372 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,984 shares; 2024Q4: 43,867 shares; 2025Q1: 47,887 shares; 2025Q2: 32,099 shares; 2025Q3: 30,837 shares; 2025Q4: 33,050 shares; 2026Q1: 30,197 shares; 2026Q2: 34,390 shares 34,390 $5.08M 0.28% +4,193 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,564 shares; 2024Q4: 114,387 shares; 2025Q1: 116,840 shares; 2025Q2: 76,209 shares; 2025Q3: 67,629 shares; 2025Q4: 67,389 shares; 2026Q1: 43,626 shares; 2026Q2: 42,479 shares 42,479 $5M 0.27% -1,147 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,225 shares; 2024Q4: 31,405 shares; 2025Q1: 30,644 shares; 2025Q2: 14,874 shares; 2025Q3: 14,338 shares; 2025Q4: 14,964 shares; 2026Q1: 11,303 shares; 2026Q2: 11,819 shares 11,819 $4.96M 0.27% +516 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,652 shares; 2024Q4: 21,636 shares; 2025Q1: 26,877 shares; 2025Q2: 31,509 shares; 2025Q3: 31,509 shares; 2025Q4: 32,567 shares; 2026Q1: 29,798 shares; 2026Q2: 31,065 shares 31,065 $4.91M 0.27% +1,267 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,277 shares; 2024Q4: 77,335 shares; 2025Q1: 89,747 shares; 2025Q2: 75,152 shares; 2025Q3: 108,307 shares; 2025Q4: 128,260 shares; 2026Q1: 124,324 shares; 2026Q2: 146,694 shares 146,694 $4.91M 0.27% +22,370 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,950 shares; 2024Q4: 25,087 shares; 2025Q1: 26,888 shares; 2025Q2: 13,205 shares; 2025Q3: 12,177 shares; 2025Q4: 11,768 shares; 2026Q1: 9,563 shares; 2026Q2: 9,299 shares 9,299 $4.74M 0.26% -264 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,662 shares; 2024Q4: 15,163 shares; 2025Q1: 25,220 shares; 2025Q2: 27,060 shares; 2025Q3: 24,973 shares; 2025Q4: 20,037 shares; 2026Q1: 22,914 shares; 2026Q2: 16,884 shares 16,884 $4.69M 0.26% -6,030 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,229 shares; 2024Q4: 10,113 shares; 2025Q1: 15,558 shares; 2025Q2: 13,993 shares; 2025Q3: 13,581 shares; 2025Q4: 12,390 shares; 2026Q1: 6,985 shares; 2026Q2: 6,705 shares 6,705 $4.66M 0.25% -280 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363,901 shares; 2024Q4: 340,393 shares; 2025Q1: 319,997 shares; 2025Q2: 42,846 shares; 2025Q3: 68,491 shares; 2025Q4: 65,557 shares; 2026Q1: 58,577 shares; 2026Q2: 81,743 shares 81,743 $4.61M 0.25% +23,166 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,694 shares; 2024Q4: 51,924 shares; 2025Q1: 81,836 shares; 2025Q2: 41,381 shares; 2025Q3: 38,054 shares; 2025Q4: 37,519 shares; 2026Q1: 31,696 shares; 2026Q2: 31,436 shares 31,436 $4.48M 0.24% -260 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,966 shares; 2024Q4: 81,570 shares; 2025Q1: 91,793 shares; 2025Q2: 33,518 shares; 2025Q3: 32,369 shares; 2025Q4: 30,536 shares; 2026Q1: 26,913 shares; 2026Q2: 26,293 shares 26,293 $4.43M 0.24% -620 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,005 shares; 2024Q4: not reported; 2025Q1: 231,103 shares; 2025Q2: 161,525 shares; 2025Q3: 108,804 shares; 2025Q4: 105,719 shares; 2026Q1: 117,843 shares; 2026Q2: 118,488 shares 118,488 $4.32M 0.24% +645 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,822 shares; 2024Q4: 131,762 shares; 2025Q1: 126,497 shares; 2025Q2: 95,066 shares; 2025Q3: 91,303 shares; 2025Q4: 84,936 shares; 2026Q1: 75,710 shares; 2026Q2: 71,987 shares 71,987 $4.26M 0.23% -3,723 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,421 shares; 2024Q4: 30,487 shares; 2025Q1: 34,159 shares; 2025Q2: 20,332 shares; 2025Q3: 22,772 shares; 2025Q4: 21,972 shares; 2026Q1: 24,502 shares; 2026Q2: 19,707 shares 19,707 $4.2M 0.23% -4,795 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,153 shares; 2024Q4: 159,685 shares; 2025Q1: 275,117 shares; 2025Q2: 60,534 shares; 2025Q3: 72,190 shares; 2025Q4: 73,713 shares; 2026Q1: 59,325 shares; 2026Q2: 62,211 shares 62,211 $4.2M 0.23% +2,886 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,671 shares; 2024Q4: 62,892 shares; 2025Q1: 48,902 shares; 2025Q2: 32,933 shares; 2025Q3: 28,757 shares; 2025Q4: 29,670 shares; 2026Q1: 28,177 shares; 2026Q2: 28,969 shares 28,969 $4.19M 0.23% +792 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,721 shares; 2024Q4: 13,192 shares; 2025Q1: 11,072 shares; 2025Q2: 7,146 shares; 2025Q3: 6,896 shares; 2025Q4: 6,998 shares; 2026Q1: 6,531 shares; 2026Q2: 6,609 shares 6,609 $4.14M 0.23% +78 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,784 shares; 2024Q4: 135,493 shares; 2025Q1: 136,654 shares; 2025Q2: 63,633 shares; 2025Q3: 46,249 shares; 2025Q4: 45,429 shares; 2026Q1: 37,851 shares; 2026Q2: 38,165 shares 38,165 $4.09M 0.22% +314 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,463 shares; 2025Q2: 27,262 shares; 2025Q3: 21,487 shares; 2025Q4: 21,868 shares; 2026Q1: 21,549 shares; 2026Q2: 21,553 shares 21,553 $4.04M 0.22% +4 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,486 shares; 2024Q4: 105,423 shares; 2025Q1: 105,855 shares; 2025Q2: 86,494 shares; 2025Q3: 49,648 shares; 2025Q4: 57,795 shares; 2026Q1: 48,228 shares; 2026Q2: 50,041 shares 50,041 $3.96M 0.22% +1,813 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,039 shares; 2024Q4: 34,742 shares; 2025Q1: 28,581 shares; 2025Q2: 23,519 shares; 2025Q3: 24,455 shares; 2025Q4: 24,319 shares; 2026Q1: 23,974 shares; 2026Q2: 24,509 shares 24,509 $3.92M 0.21% +535 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,968 shares; 2024Q4: 26,875 shares; 2025Q1: 30,264 shares; 2025Q2: 10,735 shares; 2025Q3: 10,503 shares; 2025Q4: 10,671 shares; 2026Q1: 10,144 shares; 2026Q2: 24,563 shares 24,563 $3.89M 0.21% +14,419 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,497 shares; 2024Q4: 114,933 shares; 2025Q1: 115,573 shares; 2025Q2: 43,266 shares; 2025Q3: 37,741 shares; 2025Q4: 36,515 shares; 2026Q1: 31,064 shares; 2026Q2: 29,226 shares 29,226 $3.78M 0.21% -1,838 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,516 shares; 2024Q4: 101,350 shares; 2025Q1: 192,705 shares; 2025Q2: 198,547 shares; 2025Q3: 224,488 shares; 2025Q4: 228,685 shares; 2026Q1: 231,580 shares; 2026Q2: 231,377 shares 231,377 $3.78M 0.21% -203 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,783 shares; 2024Q4: 91,826 shares; 2025Q1: 83,723 shares; 2025Q2: 53,416 shares; 2025Q3: 52,283 shares; 2025Q4: 48,073 shares; 2026Q1: 49,528 shares; 2026Q2: 47,537 shares 47,537 $3.71M 0.2% -1,991 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,488 shares; 2024Q4: 25,713 shares; 2025Q1: 28,875 shares; 2025Q2: 28,877 shares; 2025Q3: 28,882 shares; 2025Q4: 27,245 shares; 2026Q1: 24,742 shares; 2026Q2: 24,711 shares 24,711 $3.7M 0.2% -31 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,250 shares; 2024Q4: 185,652 shares; 2025Q1: 202,762 shares; 2025Q2: 116,602 shares; 2025Q3: 124,325 shares; 2025Q4: 120,891 shares; 2026Q1: 120,876 shares; 2026Q2: 118,799 shares 118,799 $3.65M 0.2% -2,077 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,918 shares; 2024Q4: 8,505 shares; 2025Q1: 10,034 shares; 2025Q2: 10,548 shares; 2025Q3: 10,550 shares; 2025Q4: 10,320 shares; 2026Q1: 8,882 shares; 2026Q2: 10,151 shares 10,151 $3.61M 0.2% +1,269 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,943 shares; 2024Q4: 21,037 shares; 2025Q1: 26,232 shares; 2025Q2: 15,398 shares; 2025Q3: 13,017 shares; 2025Q4: 13,669 shares; 2026Q1: 12,256 shares; 2026Q2: 12,580 shares 12,580 $3.59M 0.2% +324 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,797 shares; 2024Q4: 26,764 shares; 2025Q1: 39,772 shares; 2025Q2: 35,019 shares; 2025Q3: 38,551 shares; 2025Q4: 39,098 shares; 2026Q1: 81,883 shares; 2026Q2: 83,022 shares 83,022 $3.45M 0.19% +1,139 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,296 shares; 2024Q4: 122,934 shares; 2025Q1: 135,106 shares; 2025Q2: 26,871 shares; 2025Q3: 28,830 shares; 2025Q4: 27,598 shares; 2026Q1: 23,074 shares; 2026Q2: 22,421 shares 22,421 $3.45M 0.19% -653 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,260 shares; 2024Q4: 51,640 shares; 2025Q1: 50,895 shares; 2025Q2: 18,306 shares; 2025Q3: 15,294 shares; 2025Q4: 14,781 shares; 2026Q1: 11,488 shares; 2026Q2: 11,398 shares 11,398 $3.43M 0.19% -90 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,136 shares; 2024Q4: 50,995 shares; 2025Q1: 40,366 shares; 2025Q2: 27,070 shares; 2025Q3: 21,941 shares; 2025Q4: 25,808 shares; 2026Q1: 24,408 shares; 2026Q2: 32,618 shares 32,618 $3.37M 0.18% +8,210 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,852 shares; 2024Q4: 80,626 shares; 2025Q1: 70,765 shares; 2025Q2: 16,491 shares; 2025Q3: 19,012 shares; 2025Q4: 18,487 shares; 2026Q1: 14,586 shares; 2026Q2: 18,295 shares 18,295 $3.34M 0.18% +3,709 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,110 shares; 2024Q4: 147,366 shares; 2025Q1: 235,435 shares; 2025Q2: 143,311 shares; 2025Q3: 134,935 shares; 2025Q4: 58,299 shares; 2026Q1: 55,695 shares; 2026Q2: 56,350 shares 56,350 $3.3M 0.18% +655 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,026 shares; 2024Q4: 88,914 shares; 2025Q1: 97,868 shares; 2025Q2: 82,294 shares; 2025Q3: 76,429 shares; 2025Q4: 70,476 shares; 2026Q1: 48,155 shares; 2026Q2: 43,070 shares 43,070 $3.3M 0.18% -5,085 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,168 shares; 2024Q4: 141,379 shares; 2025Q1: 140,794 shares; 2025Q2: 50,492 shares; 2025Q3: 45,106 shares; 2025Q4: 93,676 shares; 2026Q1: 103,285 shares; 2026Q2: 71,564 shares 71,564 $3.29M 0.18% -31,721 Timeline GBND GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,315 shares 62,315 $3.16M 0.17% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,655 shares; 2024Q4: 14,004 shares; 2025Q1: 16,794 shares; 2025Q2: 10,268 shares; 2025Q3: 9,597 shares; 2025Q4: 9,393 shares; 2026Q1: 8,482 shares; 2026Q2: 8,449 shares 8,449 $3.16M 0.17% -33 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,030 shares; 2025Q3: 88,762 shares; 2025Q4: 118,360 shares; 2026Q1: 128,609 shares; 2026Q2: 127,758 shares 127,758 $3.15M 0.17% -851 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,230 shares; 2024Q4: 14,941 shares; 2025Q1: 23,570 shares; 2025Q2: 22,467 shares; 2025Q3: 14,846 shares; 2025Q4: 9,868 shares; 2026Q1: 9,477 shares; 2026Q2: 9,184 shares 9,184 $3.09M 0.17% -293 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293,120 shares; 2024Q4: 298,467 shares; 2025Q1: 273,512 shares; 2025Q2: 201,771 shares; 2025Q3: 148,510 shares; 2025Q4: 148,506 shares; 2026Q1: 145,850 shares; 2026Q2: 189,372 shares 189,372 $3M 0.16% +43,522 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,980 shares; 2024Q4: 19,601 shares; 2025Q1: 19,510 shares; 2025Q2: 12,268 shares; 2025Q3: 12,577 shares; 2025Q4: 12,963 shares; 2026Q1: 2,060 shares; 2026Q2: 25,496 shares 25,496 $2.97M 0.16% +23,436 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,550 shares; 2024Q4: 20,019 shares; 2025Q1: 23,423 shares; 2025Q2: 31,786 shares; 2025Q3: 29,957 shares; 2025Q4: 28,315 shares; 2026Q1: 19,436 shares; 2026Q2: 18,067 shares 18,067 $2.95M 0.16% -1,369 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,727 shares; 2024Q4: 164,545 shares; 2025Q1: 174,725 shares; 2025Q2: 94,487 shares; 2025Q3: 81,892 shares; 2025Q4: 76,359 shares; 2026Q1: 61,418 shares; 2026Q2: 66,783 shares 66,783 $2.95M 0.16% +5,365 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 96,475 shares; 2025Q2: 108,425 shares; 2025Q3: 110,019 shares; 2025Q4: 110,038 shares; 2026Q1: 96,179 shares; 2026Q2: 96,326 shares 96,326 $2.93M 0.16% +147 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,078 shares; 2024Q4: 22,422 shares; 2025Q1: 35,883 shares; 2025Q2: 14,326 shares; 2025Q3: 13,807 shares; 2025Q4: 9,632 shares; 2026Q1: 7,935 shares; 2026Q2: 7,041 shares 7,041 $2.92M 0.16% -894 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,566 shares 40,566 $2.92M 0.16% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,513 shares; 2024Q4: 141,981 shares; 2025Q1: 209,765 shares; 2025Q2: 71,515 shares; 2025Q3: 64,232 shares; 2025Q4: 57,324 shares; 2026Q1: 48,739 shares; 2026Q2: 53,678 shares 53,678 $2.88M 0.16% +4,939 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,461 shares; 2024Q4: 8,556 shares; 2025Q1: 7,921 shares; 2025Q2: 6,550 shares; 2025Q3: 6,847 shares; 2025Q4: 6,787 shares; 2026Q1: 6,216 shares; 2026Q2: 11,809 shares 11,809 $2.88M 0.16% +5,593 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,359 shares; 2026Q2: 1,382 shares 1,382 $2.83M 0.15% +23 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 389,005 shares; 2024Q4: 321,606 shares; 2025Q1: 622,839 shares; 2025Q2: 204,798 shares; 2025Q3: 170,661 shares; 2025Q4: 79,203 shares; 2026Q1: 75,518 shares; 2026Q2: 74,934 shares 74,934 $2.83M 0.15% -584 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,982 shares; 2024Q4: 38,791 shares; 2025Q1: 40,844 shares; 2025Q2: 21,240 shares; 2025Q3: 19,790 shares; 2025Q4: 20,319 shares; 2026Q1: 16,010 shares; 2026Q2: 14,989 shares 14,989 $2.83M 0.15% -1,021 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,201 shares; 2024Q4: 70,286 shares; 2025Q1: 105,579 shares; 2025Q2: 91,519 shares; 2025Q3: 92,286 shares; 2025Q4: 91,515 shares; 2026Q1: 52,147 shares; 2026Q2: 52,416 shares 52,416 $2.76M 0.15% +269 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,739 shares; 2024Q4: 27,464 shares; 2025Q1: 16,296 shares; 2025Q2: 13,399 shares; 2025Q3: 13,998 shares; 2025Q4: 35,465 shares; 2026Q1: 23,885 shares; 2026Q2: 23,556 shares 23,556 $2.76M 0.15% -329 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,218 shares; 2024Q4: 53,271 shares; 2025Q1: 56,371 shares; 2025Q2: 32,726 shares; 2025Q3: 25,331 shares; 2025Q4: 25,723 shares; 2026Q1: 26,446 shares; 2026Q2: 28,081 shares 28,081 $2.76M 0.15% +1,635 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,026 shares; 2024Q4: 130,302 shares; 2025Q1: 11,422 shares; 2025Q2: 25,580 shares; 2025Q3: 28,989 shares; 2025Q4: 27,414 shares; 2026Q1: 3,327 shares; 2026Q2: 23,458 shares 23,458 $2.75M 0.15% +20,131 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,403 shares; 2024Q4: 46,165 shares; 2025Q1: 44,362 shares; 2025Q2: 30,246 shares; 2025Q3: 24,966 shares; 2025Q4: 37,166 shares; 2026Q1: 34,410 shares; 2026Q2: 18,273 shares 18,273 $2.69M 0.15% -16,137 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,208 shares; 2024Q4: 66,783 shares; 2025Q1: 74,298 shares; 2025Q2: 76,786 shares; 2025Q3: 69,897 shares; 2025Q4: 71,345 shares; 2026Q1: 73,475 shares; 2026Q2: 75,577 shares 75,577 $2.65M 0.14% +2,102 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,426 shares; 2024Q4: 86,178 shares; 2025Q1: 91,076 shares; 2025Q2: 44,769 shares; 2025Q3: 38,443 shares; 2025Q4: 37,386 shares; 2026Q1: 31,166 shares; 2026Q2: 32,058 shares 32,058 $2.65M 0.14% +892 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,711 shares; 2024Q4: 43,678 shares; 2025Q1: 45,970 shares; 2025Q2: 44,027 shares; 2025Q3: 43,378 shares; 2025Q4: 32,191 shares; 2026Q1: 26,926 shares; 2026Q2: 26,286 shares 26,286 $2.65M 0.14% -640 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,821 shares; 2024Q4: 84,071 shares; 2025Q1: 93,371 shares; 2025Q2: 10,092 shares; 2025Q3: 10,962 shares; 2025Q4: 13,489 shares; 2026Q1: 9,169 shares; 2026Q2: 10,332 shares 10,332 $2.64M 0.14% +1,163 Timeline GLAD GLADSTONE CAP CORP More: the full row for GLADSTONE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88,295 shares; 2026Q2: 135,581 shares 135,581 $2.64M 0.14% +47,286 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,714 shares; 2025Q4: 47,333 shares; 2026Q1: 56,926 shares; 2026Q2: 95,756 shares 95,756 $2.63M 0.14% +38,830 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,434 shares; 2025Q2: 29,052 shares; 2025Q3: 29,056 shares; 2025Q4: 30,826 shares; 2026Q1: 28,040 shares; 2026Q2: 27,548 shares 27,548 $2.59M 0.14% -492 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,521 shares; 2024Q4: 42,398 shares; 2025Q1: 57,382 shares; 2025Q2: 23,334 shares; 2025Q3: 11,341 shares; 2025Q4: 11,211 shares; 2026Q1: 10,139 shares; 2026Q2: 10,286 shares 10,286 $2.53M 0.14% +147 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,877 shares; 2024Q4: 3,265 shares; 2025Q1: 8,245 shares; 2025Q2: 6,346 shares; 2025Q3: 6,496 shares; 2025Q4: 6,981 shares; 2026Q1: 6,217 shares; 2026Q2: 6,121 shares 6,121 $2.49M 0.14% -96 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,001 shares; 2024Q4: 39,768 shares; 2025Q1: 43,706 shares; 2025Q2: 31,955 shares; 2025Q3: 30,458 shares; 2025Q4: 29,387 shares; 2026Q1: 29,595 shares; 2026Q2: 29,524 shares 29,524 $2.47M 0.13% -71 Timeline APMU TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,416 shares; 2024Q4: 63,880 shares; 2025Q1: 63,985 shares; 2025Q2: 63,209 shares; 2025Q3: 77,605 shares; 2025Q4: 94,238 shares; 2026Q1: 93,857 shares; 2026Q2: 97,585 shares 97,585 $2.44M 0.13% +3,728 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,113 shares; 2025Q3: 49,592 shares; 2025Q4: 52,569 shares; 2026Q1: 54,046 shares; 2026Q2: 47,983 shares 47,983 $2.44M 0.13% -6,063 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,022 shares; 2024Q4: 224,560 shares; 2025Q1: 178,423 shares; 2025Q2: 143,474 shares; 2025Q3: 135,881 shares; 2025Q4: 130,935 shares; 2026Q1: 113,077 shares; 2026Q2: 108,180 shares 108,180 $2.36M 0.13% -4,897 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,678 shares; 2024Q4: 14,464 shares; 2025Q1: 38,663 shares; 2025Q2: 36,375 shares; 2025Q3: 36,889 shares; 2025Q4: 38,275 shares; 2026Q1: 44,468 shares; 2026Q2: 46,381 shares 46,381 $2.35M 0.13% +1,913 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,206 shares; 2024Q4: 1,219 shares; 2025Q1: 962 shares; 2025Q2: 585 shares; 2025Q3: 613 shares; 2025Q4: 577 shares; 2026Q1: 520 shares; 2026Q2: 743 shares 743 $2.34M 0.13% +223 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,857 shares; 2024Q4: 20,440 shares; 2025Q1: 19,201 shares; 2025Q2: 17,003 shares; 2025Q3: 17,003 shares; 2025Q4: 17,663 shares; 2026Q1: 16,412 shares; 2026Q2: 16,606 shares 16,606 $2.33M 0.13% +194 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,498 shares; 2024Q4: 58,601 shares; 2025Q1: 71,791 shares; 2025Q2: 29,676 shares; 2025Q3: 31,621 shares; 2025Q4: 33,480 shares; 2026Q1: 28,257 shares; 2026Q2: 40,150 shares 40,150 $2.3M 0.13% +11,893 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,506 shares; 2024Q4: 37,449 shares; 2025Q1: 30,994 shares; 2025Q2: 34,707 shares; 2025Q3: 35,987 shares; 2025Q4: 36,824 shares; 2026Q1: 37,359 shares; 2026Q2: 38,081 shares 38,081 $2.28M 0.12% +722 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,501 shares; 2024Q4: 274,326 shares; 2025Q1: 242,753 shares; 2025Q2: 69,785 shares; 2025Q3: 67,333 shares; 2025Q4: 68,914 shares; 2026Q1: 62,146 shares; 2026Q2: 61,273 shares 61,273 $2.25M 0.12% -873 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,798 shares; 2024Q4: 130,374 shares; 2025Q1: 116,186 shares; 2025Q2: 94,121 shares; 2025Q3: 97,346 shares; 2025Q4: 83,023 shares; 2026Q1: 65,633 shares; 2026Q2: 70,247 shares 70,247 $2.24M 0.12% +4,614 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,159 shares; 2024Q4: 113,666 shares; 2025Q1: 116,950 shares; 2025Q2: 109,530 shares; 2025Q3: 96,437 shares; 2025Q4: 91,406 shares; 2026Q1: 72,178 shares; 2026Q2: 44,262 shares 44,262 $2.24M 0.12% -27,916 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,909 shares; 2024Q4: 14,302 shares; 2025Q1: 14,838 shares; 2025Q2: 8,706 shares; 2025Q3: 7,411 shares; 2025Q4: 7,546 shares; 2026Q1: 6,560 shares; 2026Q2: 6,511 shares 6,511 $2.22M 0.12% -49 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,673 shares; 2024Q4: 249,606 shares; 2025Q1: 285,073 shares; 2025Q2: 147,231 shares; 2025Q3: 117,820 shares; 2025Q4: 102,416 shares; 2026Q1: 98,090 shares; 2026Q2: 90,498 shares 90,498 $2.21M 0.12% -7,592 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,224 shares; 2024Q4: 20,612 shares; 2025Q1: 19,755 shares; 2025Q2: 14,780 shares; 2025Q3: 14,593 shares; 2025Q4: 18,538 shares; 2026Q1: 8,078 shares; 2026Q2: 7,297 shares 7,297 $2.18M 0.12% -781 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,669 shares; 2025Q2: 27,887 shares; 2025Q3: 34,350 shares; 2025Q4: 34,530 shares; 2026Q1: 37,108 shares; 2026Q2: 42,931 shares 42,931 $2.15M 0.12% +5,823 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,698 shares; 2024Q4: 46,071 shares; 2025Q1: 68,544 shares; 2025Q2: 18,532 shares; 2025Q3: 19,298 shares; 2025Q4: 18,807 shares; 2026Q1: 18,689 shares; 2026Q2: 22,530 shares 22,530 $2.14M 0.12% +3,841 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,300 shares; 2024Q4: 143,053 shares; 2025Q1: 198,463 shares; 2025Q2: 62,773 shares; 2025Q3: 56,034 shares; 2025Q4: 51,017 shares; 2026Q1: 47,797 shares; 2026Q2: 27,894 shares 27,894 $2.14M 0.12% -19,903 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,055 shares; 2024Q4: 9,104 shares; 2025Q1: 9,727 shares; 2025Q2: 7,682 shares; 2025Q3: 6,882 shares; 2025Q4: 6,690 shares; 2026Q1: 6,624 shares; 2026Q2: 6,220 shares 6,220 $2.14M 0.12% -404 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,647 shares; 2024Q4: 63,359 shares; 2025Q1: 115,744 shares; 2025Q2: 28,482 shares; 2025Q3: 23,225 shares; 2025Q4: 18,084 shares; 2026Q1: 17,642 shares; 2026Q2: 9,663 shares 9,663 $2.1M 0.11% -7,979 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,602 shares; 2024Q4: 1,178 shares; 2025Q1: 1,720 shares; 2025Q2: 1,636 shares; 2025Q3: 1,567 shares; 2025Q4: 1,640 shares; 2026Q1: 696 shares; 2026Q2: 7,462 shares 7,462 $2.08M 0.11% +6,766 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,648 shares; 2024Q4: 8,986 shares; 2025Q1: 16,640 shares; 2025Q2: 4,865 shares; 2025Q3: 8,016 shares; 2025Q4: 7,261 shares; 2026Q1: 6,219 shares; 2026Q2: 6,350 shares 6,350 $2.07M 0.11% +131 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,587 shares; 2024Q4: 10,507 shares; 2025Q1: 14,011 shares; 2025Q2: 4,734 shares; 2025Q3: 6,013 shares; 2025Q4: 12,985 shares; 2026Q1: 14,151 shares; 2026Q2: 15,699 shares 15,699 $2.07M 0.11% +1,548 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,202 shares; 2024Q4: 11,332 shares; 2025Q1: 10,892 shares; 2025Q2: 9,939 shares; 2025Q3: 14,968 shares; 2025Q4: 40,502 shares; 2026Q1: 34,987 shares; 2026Q2: 37,078 shares 37,078 $2.02M 0.11% +2,091 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,844 shares; 2024Q4: 23,849 shares; 2025Q1: 23,019 shares; 2025Q2: 12,129 shares; 2025Q3: 11,303 shares; 2025Q4: 11,075 shares; 2026Q1: 11,075 shares; 2026Q2: 11,200 shares 11,200 $1.99M 0.11% +125 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,333 shares; 2024Q4: 50,722 shares; 2025Q1: 51,534 shares; 2025Q2: 31,284 shares; 2025Q3: 36,888 shares; 2025Q4: 35,110 shares; 2026Q1: 38,531 shares; 2026Q2: 44,535 shares 44,535 $1.99M 0.11% +6,004 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,674 shares; 2024Q4: 53,586 shares; 2025Q1: 50,654 shares; 2025Q2: 31,766 shares; 2025Q3: 19,581 shares; 2025Q4: 18,487 shares; 2026Q1: 18,075 shares; 2026Q2: 17,939 shares 17,939 $1.98M 0.11% -136 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,408 shares; 2024Q4: 52,621 shares; 2025Q1: 45,602 shares; 2025Q2: 13,108 shares; 2025Q3: 12,267 shares; 2025Q4: 12,316 shares; 2026Q1: 7,455 shares; 2026Q2: 7,290 shares 7,290 $1.95M 0.11% -165 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,439 shares; 2024Q4: 98,801 shares; 2025Q1: 123,413 shares; 2025Q2: 36,979 shares; 2025Q3: 32,949 shares; 2025Q4: 30,091 shares; 2026Q1: 42,723 shares; 2026Q2: 30,898 shares 30,898 $1.94M 0.11% -11,825 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,806 shares; 2025Q2: 17,973 shares; 2025Q3: 20,807 shares; 2025Q4: 19,290 shares; 2026Q1: 21,066 shares; 2026Q2: 24,937 shares 24,937 $1.94M 0.11% +3,871 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,943 shares; 2024Q4: 10,557 shares; 2025Q1: 11,214 shares; 2025Q2: 6,255 shares; 2025Q3: 5,441 shares; 2025Q4: 5,214 shares; 2026Q1: 3,760 shares; 2026Q2: 3,706 shares 3,706 $1.93M 0.11% -54 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,089 shares; 2024Q4: 23,796 shares; 2025Q1: 22,022 shares; 2025Q2: 11,938 shares; 2025Q3: 8,448 shares; 2025Q4: 8,462 shares; 2026Q1: 7,502 shares; 2026Q2: 7,940 shares 7,940 $1.93M 0.11% +438 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,665 shares; 2024Q4: 10,029 shares; 2025Q1: 20,096 shares; 2025Q2: 12,027 shares; 2025Q3: 15,107 shares; 2025Q4: 16,664 shares; 2026Q1: 30,443 shares; 2026Q2: 31,947 shares 31,947 $1.93M 0.11% +1,504 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345,514 shares; 2024Q4: 163,806 shares; 2025Q1: 197,319 shares; 2025Q2: 80,222 shares; 2025Q3: 92,893 shares; 2025Q4: 93,303 shares; 2026Q1: 24,517 shares; 2026Q2: 25,206 shares 25,206 $1.9M 0.1% +689 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,833 shares; 2024Q4: 4,929 shares; 2025Q1: 11,202 shares; 2025Q2: 7,994 shares; 2025Q3: 7,068 shares; 2025Q4: 5,650 shares; 2026Q1: 5,122 shares; 2026Q2: 5,535 shares 5,535 $1.9M 0.1% +413 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,229 shares; 2024Q4: 275,926 shares; 2025Q1: 240,659 shares; 2025Q2: 97,312 shares; 2025Q3: 99,771 shares; 2025Q4: 99,316 shares; 2026Q1: 93,853 shares; 2026Q2: 98,401 shares 98,401 $1.88M 0.1% +4,548 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,304 shares; 2024Q4: 9,535 shares; 2025Q1: 8,327 shares; 2025Q2: 5,433 shares; 2025Q3: 8,550 shares; 2025Q4: 6,371 shares; 2026Q1: 17,989 shares; 2026Q2: 17,048 shares 17,048 $1.87M 0.1% -941 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,043 shares; 2024Q4: 6,251 shares; 2025Q1: 7,867 shares; 2025Q2: 6,035 shares; 2025Q3: 5,842 shares; 2025Q4: 6,095 shares; 2026Q1: 5,311 shares; 2026Q2: 5,458 shares 5,458 $1.86M 0.1% +147 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,315 shares; 2024Q4: 94,264 shares; 2025Q1: 78,951 shares; 2025Q2: 34,094 shares; 2025Q3: 31,281 shares; 2025Q4: 36,756 shares; 2026Q1: 37,574 shares; 2026Q2: 38,273 shares 38,273 $1.85M 0.1% +699 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,610 shares; 2024Q4: 45,004 shares; 2025Q1: 47,166 shares; 2025Q2: 29,505 shares; 2025Q3: 20,656 shares; 2025Q4: 19,882 shares; 2026Q1: 19,356 shares; 2026Q2: 17,604 shares 17,604 $1.83M 0.1% -1,752 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,213 shares; 2024Q4: 57,372 shares; 2025Q1: 28,274 shares; 2025Q2: 22,106 shares; 2025Q3: 48,856 shares; 2025Q4: 51,099 shares; 2026Q1: 16,346 shares; 2026Q2: 16,814 shares 16,814 $1.81M 0.1% +468 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,264 shares; 2024Q4: 58,633 shares; 2025Q1: 56,243 shares; 2025Q2: 26,770 shares; 2025Q3: 25,764 shares; 2025Q4: 23,511 shares; 2026Q1: 23,739 shares; 2026Q2: 23,351 shares 23,351 $1.8M 0.1% -388 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,160 shares; 2025Q4: 32,046 shares; 2026Q1: 60,696 shares; 2026Q2: 88,727 shares 88,727 $1.79M 0.1% +28,031 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,300 shares; 2024Q4: 137,300 shares; 2025Q1: 110,300 shares; 2025Q2: 124,500 shares; 2025Q3: 156,250 shares; 2025Q4: 197,750 shares; 2026Q1: 206,750 shares; 2026Q2: 210,750 shares 210,750 $1.73M 0.09% +4,000 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,892 shares; 2024Q4: 93,422 shares; 2025Q1: 88,447 shares; 2025Q2: 27,365 shares; 2025Q3: 26,154 shares; 2025Q4: 23,732 shares; 2026Q1: 24,375 shares; 2026Q2: 24,907 shares 24,907 $1.73M 0.09% +532 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,502 shares; 2024Q4: 8,555 shares; 2025Q1: 8,494 shares; 2025Q2: 7,777 shares; 2025Q3: 6,244 shares; 2025Q4: 6,140 shares; 2026Q1: 5,933 shares; 2026Q2: 5,631 shares 5,631 $1.73M 0.09% -302 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 147,116 shares; 2025Q3: 145,080 shares; 2025Q4: 146,219 shares; 2026Q1: 144,543 shares; 2026Q2: 133,545 shares 133,545 $1.72M 0.09% -10,998 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,969 shares; 2024Q4: 23,361 shares; 2025Q1: 28,746 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,408 shares; 2026Q2: 74,360 shares 74,360 $1.7M 0.09% +18,952 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,466 shares; 2024Q4: 20,527 shares; 2025Q1: 18,449 shares; 2025Q2: 4,975 shares; 2025Q3: 9,640 shares; 2025Q4: 9,647 shares; 2026Q1: 7,174 shares; 2026Q2: 7,089 shares 7,089 $1.7M 0.09% -85 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,887 shares; 2024Q4: 2,570 shares; 2025Q1: 3,840 shares; 2025Q2: 2,561 shares; 2025Q3: 2,442 shares; 2025Q4: 13,635 shares; 2026Q1: 10,327 shares; 2026Q2: 16,873 shares 16,873 $1.69M 0.09% +6,546 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,543 shares; 2025Q3: 56,846 shares; 2025Q4: 86,849 shares; 2026Q1: 96,895 shares; 2026Q2: 99,919 shares 99,919 $1.68M 0.09% +3,024 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,383 shares; 2024Q4: 12,164 shares; 2025Q1: 13,850 shares; 2025Q2: 13,647 shares; 2025Q3: 15,528 shares; 2025Q4: 14,957 shares; 2026Q1: 11,688 shares; 2026Q2: 11,692 shares 11,692 $1.68M 0.09% +4 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,509 shares; 2024Q4: 5,901 shares; 2025Q1: 48,976 shares; 2025Q2: 20,040 shares; 2025Q3: 22,250 shares; 2025Q4: 21,117 shares; 2026Q1: 19,454 shares; 2026Q2: 16,446 shares 16,446 $1.67M 0.09% -3,008 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,418 shares; 2024Q4: 72,165 shares; 2025Q1: 66,397 shares; 2025Q2: 41,921 shares; 2025Q3: 40,239 shares; 2025Q4: 36,740 shares; 2026Q1: 35,979 shares; 2026Q2: 35,357 shares 35,357 $1.66M 0.09% -622 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,971 shares; 2024Q4: 19,956 shares; 2025Q1: 22,594 shares; 2025Q2: 26,166 shares; 2025Q3: 26,025 shares; 2025Q4: 21,722 shares; 2026Q1: 21,728 shares; 2026Q2: 22,386 shares 22,386 $1.65M 0.09% +658 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,685 shares; 2024Q4: 50,626 shares; 2025Q1: 92,384 shares; 2025Q2: 92,163 shares; 2025Q3: 90,512 shares; 2025Q4: 69,675 shares; 2026Q1: 69,760 shares; 2026Q2: 69,775 shares 69,775 $1.64M 0.09% +15 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,629 shares; 2024Q4: 2,610 shares; 2025Q1: 2,671 shares; 2025Q2: 1,816 shares; 2025Q3: 1,814 shares; 2025Q4: 1,652 shares; 2026Q1: 1,515 shares; 2026Q2: 1,505 shares 1,505 $1.63M 0.09% -10 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,016 shares 43,016 $1.59M 0.09% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,084 shares; 2024Q4: 21,080 shares; 2025Q1: 27,970 shares; 2025Q2: 20,923 shares; 2025Q3: 21,853 shares; 2025Q4: 21,245 shares; 2026Q1: 17,629 shares; 2026Q2: 19,202 shares 19,202 $1.58M 0.09% +1,573 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,277 shares; 2026Q2: 57,072 shares 57,072 $1.56M 0.09% +14,795 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,489 shares; 2024Q4: 8,106 shares; 2025Q1: 8,162 shares; 2025Q2: 8,594 shares; 2025Q3: 8,789 shares; 2025Q4: 8,631 shares; 2026Q1: 7,157 shares; 2026Q2: 5,603 shares 5,603 $1.55M 0.08% -1,554 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,614 shares; 2024Q4: 5,472 shares; 2025Q1: 9,334 shares; 2025Q2: 8,892 shares; 2025Q3: 11,422 shares; 2025Q4: 15,050 shares; 2026Q1: 7,751 shares; 2026Q2: 9,309 shares 9,309 $1.55M 0.08% +1,558 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,002 shares; 2024Q4: 27,518 shares; 2025Q1: 35,883 shares; 2025Q2: 18,619 shares; 2025Q3: 18,688 shares; 2025Q4: 16,603 shares; 2026Q1: 15,894 shares; 2026Q2: 14,925 shares 14,925 $1.55M 0.08% -969 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,785 shares 6,785 $1.55M 0.08% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,131 shares; 2024Q4: 34,109 shares; 2025Q1: 37,813 shares; 2025Q2: 11,772 shares; 2025Q3: 6,635 shares; 2025Q4: 6,392 shares; 2026Q1: 5,108 shares; 2026Q2: 19,156 shares 19,156 $1.54M 0.08% +14,048 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,608 shares; 2024Q4: 19,825 shares; 2025Q1: 21,761 shares; 2025Q2: 10,479 shares; 2025Q3: 9,831 shares; 2025Q4: 10,020 shares; 2026Q1: 9,260 shares; 2026Q2: 8,221 shares 8,221 $1.5M 0.08% -1,039 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,804 shares 6,804 $1.5M 0.08% new Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,664 shares; 2025Q4: 28,340 shares; 2026Q1: 33,717 shares; 2026Q2: 57,797 shares 57,797 $1.49M 0.08% +24,080 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,065 shares 44,065 $1.49M 0.08% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,165 shares; 2024Q4: 17,618 shares; 2025Q1: 18,088 shares; 2025Q2: 5,647 shares; 2025Q3: 4,791 shares; 2025Q4: 4,644 shares; 2026Q1: 2,954 shares; 2026Q2: 2,883 shares 2,883 $1.46M 0.08% -71 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,812 shares; 2024Q4: 39,983 shares; 2025Q1: 42,002 shares; 2025Q2: 15,282 shares; 2025Q3: 12,665 shares; 2025Q4: 11,543 shares; 2026Q1: 10,887 shares; 2026Q2: 10,467 shares 10,467 $1.45M 0.08% -420 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,876 shares; 2024Q4: 31,012 shares; 2025Q1: 31,812 shares; 2025Q2: 20,763 shares; 2025Q3: 17,439 shares; 2025Q4: 16,528 shares; 2026Q1: 8,976 shares; 2026Q2: 8,854 shares 8,854 $1.44M 0.08% -122 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,745 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,964 shares; 2025Q4: 2,863 shares; 2026Q1: 2,304 shares; 2026Q2: 2,206 shares 2,206 $1.44M 0.08% -98 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,048 shares; 2024Q4: 53,525 shares; 2025Q1: 53,633 shares; 2025Q2: 29,712 shares; 2025Q3: 29,978 shares; 2025Q4: 29,385 shares; 2026Q1: 29,125 shares; 2026Q2: 28,981 shares 28,981 $1.43M 0.08% -144 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,950 shares; 2025Q2: 6,233 shares; 2025Q3: 6,067 shares; 2025Q4: 5,652 shares; 2026Q1: 5,448 shares; 2026Q2: 5,414 shares 5,414 $1.43M 0.08% -34 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,628 shares; 2026Q2: 27,946 shares 27,946 $1.4M 0.08% +2,318 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,595 shares; 2024Q4: 61,229 shares; 2025Q1: 64,827 shares; 2025Q2: 28,071 shares; 2025Q3: 24,442 shares; 2025Q4: 23,071 shares; 2026Q1: 20,309 shares; 2026Q2: 18,832 shares 18,832 $1.39M 0.08% -1,477 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,852 shares; 2024Q4: 33,692 shares; 2025Q1: 33,292 shares; 2025Q2: 28,518 shares; 2025Q3: 27,442 shares; 2025Q4: 27,859 shares; 2026Q1: 26,756 shares; 2026Q2: 26,913 shares 26,913 $1.39M 0.08% +157 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,821 shares; 2024Q4: 40,265 shares; 2025Q1: 30,794 shares; 2025Q2: 8,997 shares; 2025Q3: 7,634 shares; 2025Q4: 14,599 shares; 2026Q1: 16,597 shares; 2026Q2: 17,231 shares 17,231 $1.39M 0.08% +634 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 75,771 shares; 2025Q1: 104,688 shares; 2025Q2: 93,081 shares; 2025Q3: 77,345 shares; 2025Q4: 47,175 shares; 2026Q1: 40,624 shares; 2026Q2: 41,563 shares 41,563 $1.38M 0.08% +939 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,779 shares; 2024Q4: 35,864 shares; 2025Q1: 41,024 shares; 2025Q2: 22,501 shares; 2025Q3: 20,895 shares; 2025Q4: 19,744 shares; 2026Q1: 14,476 shares; 2026Q2: 13,910 shares 13,910 $1.37M 0.07% -566 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,146 shares; 2024Q4: 5,837 shares; 2025Q1: 4,634 shares; 2025Q2: 3,561 shares; 2025Q3: 1,962 shares; 2025Q4: 1,962 shares; 2026Q1: 1,963 shares; 2026Q2: 1,966 shares 1,966 $1.37M 0.07% +3 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,144 shares; 2024Q4: 14,855 shares; 2025Q1: 10,873 shares; 2025Q2: 8,818 shares; 2025Q3: 8,054 shares; 2025Q4: 7,860 shares; 2026Q1: 6,954 shares; 2026Q2: 6,230 shares 6,230 $1.37M 0.07% -724 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,011 shares; 2024Q4: 70,344 shares; 2025Q1: 90,497 shares; 2025Q2: 21,312 shares; 2025Q3: 18,944 shares; 2025Q4: 19,068 shares; 2026Q1: 14,012 shares; 2026Q2: 15,332 shares 15,332 $1.36M 0.07% +1,320 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,361 shares; 2024Q4: 33,341 shares; 2025Q1: 32,689 shares; 2025Q2: 23,990 shares; 2025Q3: 47,854 shares; 2025Q4: 89,510 shares; 2026Q1: 60,825 shares; 2026Q2: 36,348 shares 36,348 $1.36M 0.07% -24,477 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,685 shares; 2026Q2: 28,860 shares 28,860 $1.35M 0.07% +21,175 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,837 shares; 2025Q1: 8,680 shares; 2025Q2: 11,091 shares; 2025Q3: 22,236 shares; 2025Q4: 22,258 shares; 2026Q1: 21,185 shares; 2026Q2: 26,196 shares 26,196 $1.35M 0.07% +5,011 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,365 shares; 2026Q2: 1,578 shares 1,578 $1.34M 0.07% +213 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,784 shares; 2024Q4: 42,154 shares; 2025Q1: 48,087 shares; 2025Q2: 16,893 shares; 2025Q3: 18,800 shares; 2025Q4: 17,855 shares; 2026Q1: 15,896 shares; 2026Q2: 14,792 shares 14,792 $1.34M 0.07% -1,104 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,706 shares; 2024Q4: 7,751 shares; 2025Q1: 21,806 shares; 2025Q2: 10,569 shares; 2025Q3: 14,479 shares; 2025Q4: 14,496 shares; 2026Q1: 4,255 shares; 2026Q2: 3,692 shares 3,692 $1.34M 0.07% -563 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,049 shares; 2024Q4: 8,002 shares; 2025Q1: 6,886 shares; 2025Q2: 2,072 shares; 2025Q3: 4,822 shares; 2025Q4: 4,397 shares; 2026Q1: 4,393 shares; 2026Q2: 4,385 shares 4,385 $1.33M 0.07% -8 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,977 shares; 2024Q4: 5,784 shares; 2025Q1: 6,857 shares; 2025Q2: 5,389 shares; 2025Q3: 5,270 shares; 2025Q4: 5,201 shares; 2026Q1: 613 shares; 2026Q2: 704 shares 704 $1.33M 0.07% +91 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,379 shares; 2024Q4: 69,228 shares; 2025Q1: 51,337 shares; 2025Q2: 48,236 shares; 2025Q3: 44,340 shares; 2025Q4: 76,936 shares; 2026Q1: 20,238 shares; 2026Q2: 24,617 shares 24,617 $1.32M 0.07% +4,379 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,811 shares; 2024Q4: 29,617 shares; 2025Q1: 30,226 shares; 2025Q2: 5,898 shares; 2025Q3: 4,241 shares; 2025Q4: 4,401 shares; 2026Q1: 3,592 shares; 2026Q2: 3,654 shares 3,654 $1.32M 0.07% +62 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,959 shares; 2024Q4: 16,762 shares; 2025Q1: 17,241 shares; 2025Q2: 12,476 shares; 2025Q3: 12,441 shares; 2025Q4: 12,524 shares; 2026Q1: 12,223 shares; 2026Q2: 14,103 shares 14,103 $1.31M 0.07% +1,880 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,669 shares; 2024Q4: 68,370 shares; 2025Q1: 68,998 shares; 2025Q2: 11,265 shares; 2025Q3: 11,090 shares; 2025Q4: 11,104 shares; 2026Q1: 9,632 shares; 2026Q2: 10,151 shares 10,151 $1.3M 0.07% +519 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,599 shares; 2024Q4: 24,437 shares; 2025Q1: 22,580 shares; 2025Q2: 12,861 shares; 2025Q3: 12,996 shares; 2025Q4: 12,750 shares; 2026Q1: 8,622 shares; 2026Q2: 8,237 shares 8,237 $1.3M 0.07% -385 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,556 shares; 2024Q4: 28,827 shares; 2025Q1: 34,066 shares; 2025Q2: 25,995 shares; 2025Q3: 25,857 shares; 2025Q4: 25,914 shares; 2026Q1: 25,318 shares; 2026Q2: 25,359 shares 25,359 $1.29M 0.07% +41 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,216 shares; 2024Q4: 96,066 shares; 2025Q1: 99,748 shares; 2025Q2: 34,343 shares; 2025Q3: 30,976 shares; 2025Q4: 31,012 shares; 2026Q1: 25,502 shares; 2026Q2: 26,693 shares 26,693 $1.28M 0.07% +1,191 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,122 shares 35,122 $1.28M 0.07% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,271 shares; 2024Q4: 11,567 shares; 2025Q1: 24,267 shares; 2025Q2: 37,404 shares; 2025Q3: 38,826 shares; 2025Q4: 36,629 shares; 2026Q1: 38,502 shares; 2026Q2: 37,204 shares 37,204 $1.27M 0.07% -1,298 Timeline OILK PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,639 shares 26,639 $1.27M 0.07% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,689 shares; 2024Q4: 28,356 shares; 2025Q1: 27,106 shares; 2025Q2: 27,251 shares; 2025Q3: 27,873 shares; 2025Q4: 26,970 shares; 2026Q1: 25,586 shares; 2026Q2: 25,160 shares 25,160 $1.27M 0.07% -426 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,615 shares; 2026Q1: 57,729 shares; 2026Q2: 62,835 shares 62,835 $1.26M 0.07% +5,106 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,817 shares; 2024Q4: 7,656 shares; 2025Q1: 6,035 shares; 2025Q2: 4,490 shares; 2025Q3: 4,360 shares; 2025Q4: 4,355 shares; 2026Q1: 4,282 shares; 2026Q2: 4,307 shares 4,307 $1.25M 0.07% +25 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,458 shares; 2024Q4: 12,732 shares; 2025Q1: 7,914 shares; 2025Q2: 7,411 shares; 2025Q3: 7,361 shares; 2025Q4: 7,150 shares; 2026Q1: 6,993 shares; 2026Q2: 6,279 shares 6,279 $1.25M 0.07% -714 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,482 shares; 2024Q4: 53,910 shares; 2025Q1: 52,651 shares; 2025Q2: 17,963 shares; 2025Q3: 16,001 shares; 2025Q4: 15,973 shares; 2026Q1: 16,909 shares; 2026Q2: 20,172 shares 20,172 $1.24M 0.07% +3,263 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,321 shares; 2024Q4: 11,059 shares; 2025Q1: 8,662 shares; 2025Q2: 4,775 shares; 2025Q3: 4,775 shares; 2025Q4: 4,773 shares; 2026Q1: 5,595 shares; 2026Q2: 6,174 shares 6,174 $1.24M 0.07% +579 Timeline DBEM DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,080 shares; 2024Q4: 26,317 shares; 2025Q1: 27,117 shares; 2025Q2: 28,080 shares; 2025Q3: 38,005 shares; 2025Q4: 42,674 shares; 2026Q1: 24,949 shares; 2026Q2: 30,406 shares 30,406 $1.23M 0.07% +5,457 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,484 shares; 2024Q4: 17,377 shares; 2025Q1: 13,236 shares; 2025Q2: 6,002 shares; 2025Q3: 5,598 shares; 2025Q4: 5,572 shares; 2026Q1: 4,469 shares; 2026Q2: 4,486 shares 4,486 $1.22M 0.07% +17 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,358 shares; 2024Q4: 20,956 shares; 2025Q1: 19,665 shares; 2025Q2: 19,244 shares; 2025Q3: 10,105 shares; 2025Q4: 10,103 shares; 2026Q1: 9,976 shares; 2026Q2: 9,727 shares 9,727 $1.22M 0.07% -249 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,843 shares; 2024Q4: 4,354 shares; 2025Q1: 5,337 shares; 2025Q2: 3,636 shares; 2025Q3: 2,071 shares; 2025Q4: 2,453 shares; 2026Q1: 2,096 shares; 2026Q2: 1,758 shares 1,758 $1.21M 0.07% -338 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,018 shares; 2025Q2: 2,531 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,615 shares 8,615 $1.21M 0.07% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,089 shares; 2024Q4: 12,413 shares; 2025Q1: 11,880 shares; 2025Q2: 7,985 shares; 2025Q3: 8,824 shares; 2025Q4: 10,259 shares; 2026Q1: 10,177 shares; 2026Q2: 11,250 shares 11,250 $1.21M 0.07% +1,073 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,078 shares; 2025Q1: 28,374 shares; 2025Q2: 26,356 shares; 2025Q3: 19,582 shares; 2025Q4: 20,616 shares; 2026Q1: 24,253 shares; 2026Q2: 26,236 shares 26,236 $1.21M 0.07% +1,983 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,996 shares; 2024Q4: 7,115 shares; 2025Q1: 5,314 shares; 2025Q2: 4,141 shares; 2025Q3: 3,725 shares; 2025Q4: 3,455 shares; 2026Q1: 2,317 shares; 2026Q2: 2,403 shares 2,403 $1.2M 0.07% +86 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,360 shares; 2024Q4: 5,720 shares; 2025Q1: 5,738 shares; 2025Q2: 5,878 shares; 2025Q3: not reported; 2025Q4: 14,533 shares; 2026Q1: 21,276 shares; 2026Q2: 24,101 shares 24,101 $1.2M 0.07% +2,825 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,047 shares; 2024Q4: 3,897 shares; 2025Q1: 3,929 shares; 2025Q2: 3,929 shares; 2025Q3: 3,689 shares; 2025Q4: 3,639 shares; 2026Q1: 3,633 shares; 2026Q2: 3,633 shares 3,633 $1.19M 0.06% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,029 shares; 2025Q1: 3,041 shares; 2025Q2: 2,157 shares; 2025Q3: 1,876 shares; 2025Q4: 1,706 shares; 2026Q1: 1,468 shares; 2026Q2: 1,247 shares 1,247 $1.19M 0.06% -221 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,987 shares; 2024Q4: 29,213 shares; 2025Q1: 29,425 shares; 2025Q2: 27,332 shares; 2025Q3: 19,029 shares; 2025Q4: 18,764 shares; 2026Q1: 18,950 shares; 2026Q2: 19,296 shares 19,296 $1.18M 0.06% +346 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,626 shares; 2024Q4: 36,112 shares; 2025Q1: 29,572 shares; 2025Q2: 15,599 shares; 2025Q3: 10,025 shares; 2025Q4: 9,506 shares; 2026Q1: 7,863 shares; 2026Q2: 8,267 shares 8,267 $1.18M 0.06% +404 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,106 shares; 2024Q4: 113,839 shares; 2025Q1: 112,622 shares; 2025Q2: 109,365 shares; 2025Q3: 106,623 shares; 2025Q4: 105,536 shares; 2026Q1: 87,184 shares; 2026Q2: 85,207 shares 85,207 $1.18M 0.06% -1,977 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,417 shares; 2024Q4: 74,096 shares; 2025Q1: 57,820 shares; 2025Q2: 10,566 shares; 2025Q3: 9,146 shares; 2025Q4: 16,607 shares; 2026Q1: 8,532 shares; 2026Q2: 7,305 shares 7,305 $1.17M 0.06% -1,227 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,186 shares; 2024Q4: 14,763 shares; 2025Q1: 13,825 shares; 2025Q2: 9,021 shares; 2025Q3: 7,456 shares; 2025Q4: 7,283 shares; 2026Q1: 7,447 shares; 2026Q2: 7,644 shares 7,644 $1.17M 0.06% +197 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,086 shares; 2026Q2: 37,235 shares 37,235 $1.17M 0.06% +5,149 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,286 shares 41,286 $1.16M 0.06% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,336 shares; 2024Q4: 7,373 shares; 2025Q1: 8,323 shares; 2025Q2: 3,702 shares; 2025Q3: 3,615 shares; 2025Q4: 3,263 shares; 2026Q1: 2,528 shares; 2026Q2: 2,268 shares 2,268 $1.16M 0.06% -260 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,305 shares; 2024Q4: 17,968 shares; 2025Q1: 17,628 shares; 2025Q2: 10,474 shares; 2025Q3: 8,838 shares; 2025Q4: 8,491 shares; 2026Q1: 6,861 shares; 2026Q2: 6,649 shares 6,649 $1.16M 0.06% -212 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,906 shares; 2024Q4: 76,181 shares; 2025Q1: 40,359 shares; 2025Q2: 26,709 shares; 2025Q3: 36,050 shares; 2025Q4: 37,734 shares; 2026Q1: 39,141 shares; 2026Q2: 43,544 shares 43,544 $1.15M 0.06% +4,403 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,713 shares; 2024Q4: 11,719 shares; 2025Q1: 11,928 shares; 2025Q2: 11,728 shares; 2025Q3: 11,775 shares; 2025Q4: 11,783 shares; 2026Q1: 11,774 shares; 2026Q2: 11,973 shares 11,973 $1.15M 0.06% +199 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,984 shares; 2024Q4: 244,284 shares; 2025Q1: 285,368 shares; 2025Q2: 92,724 shares; 2025Q3: 93,402 shares; 2025Q4: 91,302 shares; 2026Q1: 38,933 shares; 2026Q2: 39,356 shares 39,356 $1.15M 0.06% +423 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,307 shares; 2026Q2: 12,865 shares 12,865 $1.14M 0.06% +2,558 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,884 shares 9,884 $1.14M 0.06% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,722 shares; 2024Q4: 149,286 shares; 2025Q1: 159,358 shares; 2025Q2: 49,603 shares; 2025Q3: 45,327 shares; 2025Q4: 45,466 shares; 2026Q1: 33,735 shares; 2026Q2: 37,234 shares 37,234 $1.14M 0.06% +3,499 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,969 shares 21,969 $1.13M 0.06% new Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,284 shares; 2024Q4: 14,454 shares; 2025Q1: 26,922 shares; 2025Q2: 29,467 shares; 2025Q3: 30,945 shares; 2025Q4: 31,242 shares; 2026Q1: 25,019 shares; 2026Q2: 24,616 shares 24,616 $1.12M 0.06% -403 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,436 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,057 shares 24,057 $1.11M 0.06% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,867 shares; 2025Q3: 13,282 shares; 2025Q4: 17,423 shares; 2026Q1: 26,417 shares; 2026Q2: 11,541 shares 11,541 $1.1M 0.06% -14,876 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,297 shares; 2025Q3: 38,069 shares; 2025Q4: 39,397 shares; 2026Q1: 37,706 shares; 2026Q2: 25,430 shares 25,430 $1.08M 0.06% -12,276 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,900 shares; 2024Q4: 18,096 shares; 2025Q1: 13,767 shares; 2025Q2: 6,840 shares; 2025Q3: 7,278 shares; 2025Q4: 8,612 shares; 2026Q1: 7,437 shares; 2026Q2: 7,709 shares 7,709 $1.08M 0.06% +272 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,199 shares; 2024Q4: 37,798 shares; 2025Q1: 116,762 shares; 2025Q2: 84,556 shares; 2025Q3: 85,439 shares; 2025Q4: 88,287 shares; 2026Q1: 45,587 shares; 2026Q2: 10,825 shares 10,825 $1.08M 0.06% -34,762 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,862 shares; 2024Q4: 17,905 shares; 2025Q1: 13,398 shares; 2025Q2: 9,932 shares; 2025Q3: 5,847 shares; 2025Q4: 6,063 shares; 2026Q1: 5,916 shares; 2026Q2: 6,463 shares 6,463 $1.07M 0.06% +547 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,043 shares; 2024Q4: 74,315 shares; 2025Q1: 66,478 shares; 2025Q2: 16,764 shares; 2025Q3: 14,857 shares; 2025Q4: 14,864 shares; 2026Q1: 10,982 shares; 2026Q2: 10,899 shares 10,899 $1.05M 0.06% -83 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,867 shares; 2024Q4: 8,020 shares; 2025Q1: 19,270 shares; 2025Q2: 17,055 shares; 2025Q3: 16,337 shares; 2025Q4: 25,879 shares; 2026Q1: 15,060 shares; 2026Q2: 13,922 shares 13,922 $1.05M 0.06% -1,138 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,022 shares; 2024Q4: 4,716 shares; 2025Q1: 6,511 shares; 2025Q2: 5,138 shares; 2025Q3: 4,713 shares; 2025Q4: 3,422 shares; 2026Q1: 5,477 shares; 2026Q2: 4,783 shares 4,783 $1.05M 0.06% -694 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,617 shares; 2024Q4: 73,499 shares; 2025Q1: 76,813 shares; 2025Q2: 53,478 shares; 2025Q3: 48,276 shares; 2025Q4: 47,275 shares; 2026Q1: 43,470 shares; 2026Q2: 42,546 shares 42,546 $1.03M 0.06% -924 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,281 shares; 2024Q4: 20,149 shares; 2025Q1: 18,255 shares; 2025Q2: 11,766 shares; 2025Q3: 15,618 shares; 2025Q4: 13,797 shares; 2026Q1: 8,992 shares; 2026Q2: 9,485 shares 9,485 $1.02M 0.06% +493 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 22,000 shares; 2025Q1: 29,000 shares; 2025Q2: 34,000 shares; 2025Q3: 34,000 shares; 2025Q4: 36,000 shares; 2026Q1: 36,000 shares; 2026Q2: 36,000 shares 36,000 $1.02M 0.06% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,280 shares; 2024Q4: 35,540 shares; 2025Q1: 36,240 shares; 2025Q2: 16,239 shares; 2025Q3: 17,467 shares; 2025Q4: 16,947 shares; 2026Q1: 8,956 shares; 2026Q2: 9,793 shares 9,793 $1.02M 0.06% +837 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,320 shares; 2024Q4: 2,249 shares; 2025Q1: 2,311 shares; 2025Q2: 1,633 shares; 2025Q3: 1,719 shares; 2025Q4: 5,398 shares; 2026Q1: 2,402 shares; 2026Q2: 2,402 shares 2,402 $1.01M 0.06% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,157 shares; 2024Q4: 29,867 shares; 2025Q1: 25,859 shares; 2025Q2: 8,914 shares; 2025Q3: 8,624 shares; 2025Q4: 9,149 shares; 2026Q1: 8,895 shares; 2026Q2: 8,907 shares 8,907 $1M 0.05% +12 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,219 shares; 2026Q2: 30,705 shares 30,705 $998K 0.05% -6,514 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,534 shares; 2024Q4: 24,294 shares; 2025Q1: 26,630 shares; 2025Q2: 14,626 shares; 2025Q3: 13,816 shares; 2025Q4: 9,599 shares; 2026Q1: 9,409 shares; 2026Q2: 10,439 shares 10,439 $997K 0.05% +1,030 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,644 shares 19,644 $991K 0.05% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,550 shares; 2024Q4: 81,550 shares; 2025Q1: not reported; 2025Q2: 113,000 shares; 2025Q3: 113,000 shares; 2025Q4: 113,000 shares; 2026Q1: 120,000 shares; 2026Q2: 113,000 shares 113,000 $991K 0.05% -7,000 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,457 shares; 2024Q4: 11,149 shares; 2025Q1: 12,028 shares; 2025Q2: 8,320 shares; 2025Q3: 8,023 shares; 2025Q4: 8,145 shares; 2026Q1: 6,695 shares; 2026Q2: 7,132 shares 7,132 $991K 0.05% +437 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,208 shares; 2024Q4: 24,289 shares; 2025Q1: 22,855 shares; 2025Q2: 13,344 shares; 2025Q3: 8,827 shares; 2025Q4: 8,391 shares; 2026Q1: 8,391 shares; 2026Q2: 17,226 shares 17,226 $971K 0.05% +8,835 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,824 shares; 2025Q2: 3,763 shares; 2025Q3: 3,499 shares; 2025Q4: 3,282 shares; 2026Q1: 1,373 shares; 2026Q2: 1,353 shares 1,353 $967K 0.05% -20 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,154 shares; 2024Q4: 28,412 shares; 2025Q1: 33,572 shares; 2025Q2: 21,774 shares; 2025Q3: 20,366 shares; 2025Q4: 14,747 shares; 2026Q1: 10,974 shares; 2026Q2: 22,921 shares 22,921 $962K 0.05% +11,947 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,640 shares; 2024Q4: 5,497 shares; 2025Q1: 6,040 shares; 2025Q2: 3,117 shares; 2025Q3: 2,984 shares; 2025Q4: 2,965 shares; 2026Q1: 3,387 shares; 2026Q2: 3,415 shares 3,415 $952K 0.05% +28 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,822 shares; 2024Q4: 18,418 shares; 2025Q1: 15,640 shares; 2025Q2: 7,119 shares; 2025Q3: 9,734 shares; 2025Q4: 14,718 shares; 2026Q1: 9,464 shares; 2026Q2: 11,880 shares 11,880 $951K 0.05% +2,416 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,549 shares; 2024Q4: 43,964 shares; 2025Q1: 45,198 shares; 2025Q2: 9,406 shares; 2025Q3: 9,305 shares; 2025Q4: 9,673 shares; 2026Q1: 8,701 shares; 2026Q2: 9,989 shares 9,989 $944K 0.05% +1,288 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,937 shares; 2024Q4: 7,860 shares; 2025Q1: 10,206 shares; 2025Q2: 3,735 shares; 2025Q3: 2,710 shares; 2025Q4: 2,611 shares; 2026Q1: 2,252 shares; 2026Q2: 2,380 shares 2,380 $932K 0.05% +128 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,641 shares; 2024Q4: 57,274 shares; 2025Q1: 23,860 shares; 2025Q2: 13,014 shares; 2025Q3: 12,950 shares; 2025Q4: 15,441 shares; 2026Q1: 16,554 shares; 2026Q2: 20,892 shares 20,892 $928K 0.05% +4,338 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,503 shares; 2024Q4: 10,495 shares; 2025Q1: 10,177 shares; 2025Q2: 3,927 shares; 2025Q3: 2,691 shares; 2025Q4: 2,683 shares; 2026Q1: 2,230 shares; 2026Q2: 1,844 shares 1,844 $926K 0.05% -386 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,205 shares; 2025Q1: 14,048 shares; 2025Q2: 4,599 shares; 2025Q3: 6,651 shares; 2025Q4: 6,167 shares; 2026Q1: 5,831 shares; 2026Q2: 5,519 shares 5,519 $906K 0.05% -312 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,413 shares; 2024Q4: 4,742 shares; 2025Q1: 5,583 shares; 2025Q2: 3,507 shares; 2025Q3: 2,277 shares; 2025Q4: 2,629 shares; 2026Q1: 2,405 shares; 2026Q2: 2,401 shares 2,401 $900K 0.05% -4 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 978 shares; 2024Q4: 680 shares; 2025Q1: 722 shares; 2025Q2: 683 shares; 2025Q3: 629 shares; 2025Q4: 664 shares; 2026Q1: 664 shares; 2026Q2: 664 shares 664 $899K 0.05% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,377 shares; 2024Q4: 7,929 shares; 2025Q1: 8,028 shares; 2025Q2: 7,439 shares; 2025Q3: 8,945 shares; 2025Q4: 8,866 shares; 2026Q1: 9,455 shares; 2026Q2: 9,354 shares 9,354 $890K 0.05% -101 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,176 shares; 2026Q2: 21,026 shares 21,026 $889K 0.05% -150 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,094 shares; 2024Q4: 3,703 shares; 2025Q1: 4,103 shares; 2025Q2: 3,865 shares; 2025Q3: 3,449 shares; 2025Q4: 3,236 shares; 2026Q1: 3,705 shares; 2026Q2: 3,525 shares 3,525 $887K 0.05% -180 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,815 shares; 2024Q4: 4,891 shares; 2025Q1: 5,785 shares; 2025Q2: 5,707 shares; 2025Q3: 6,362 shares; 2025Q4: 5,922 shares; 2026Q1: 5,359 shares; 2026Q2: 5,681 shares 5,681 $882K 0.05% +322 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,130 shares; 2026Q2: 4,594 shares 4,594 $877K 0.05% +464 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,416 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,863 shares 9,863 $876K 0.05% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,956 shares; 2024Q4: 7,759 shares; 2025Q1: 7,490 shares; 2025Q2: 4,166 shares; 2025Q3: 4,171 shares; 2025Q4: 3,738 shares; 2026Q1: 3,573 shares; 2026Q2: 3,585 shares 3,585 $875K 0.05% +12 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,431 shares; 2024Q4: 12,813 shares; 2025Q1: 13,689 shares; 2025Q2: 56,675 shares; 2025Q3: 11,853 shares; 2025Q4: 12,228 shares; 2026Q1: 12,312 shares; 2026Q2: 10,248 shares 10,248 $870K 0.05% -2,064 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,470 shares; 2024Q4: 63,491 shares; 2025Q1: 97,069 shares; 2025Q2: 6,717 shares; 2025Q3: 6,346 shares; 2025Q4: 6,349 shares; 2026Q1: 6,760 shares; 2026Q2: 8,630 shares 8,630 $867K 0.05% +1,870 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,807 shares; 2024Q4: 5,616 shares; 2025Q1: 6,588 shares; 2025Q2: 3,620 shares; 2025Q3: 3,373 shares; 2025Q4: 3,018 shares; 2026Q1: 2,484 shares; 2026Q2: 2,486 shares 2,486 $865K 0.05% +2 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,894 shares; 2024Q4: 13,678 shares; 2025Q1: 13,130 shares; 2025Q2: 9,434 shares; 2025Q3: 7,776 shares; 2025Q4: 7,342 shares; 2026Q1: 5,284 shares; 2026Q2: 5,459 shares 5,459 $862K 0.05% +175 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,965 shares; 2025Q2: 4,940 shares; 2025Q3: 3,340 shares; 2025Q4: 2,902 shares; 2026Q1: 2,474 shares; 2026Q2: 2,586 shares 2,586 $858K 0.05% +112 Timeline GIGL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,789 shares 16,789 $853K 0.05% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,518 shares; 2024Q4: 41,871 shares; 2025Q1: 50,892 shares; 2025Q2: 38,577 shares; 2025Q3: 40,256 shares; 2025Q4: 42,065 shares; 2026Q1: 3,897 shares; 2026Q2: 3,607 shares 3,607 $851K 0.05% -290 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,023 shares; 2024Q4: 19,552 shares; 2025Q1: 19,437 shares; 2025Q2: 17,898 shares; 2025Q3: 15,044 shares; 2025Q4: 11,647 shares; 2026Q1: 10,974 shares; 2026Q2: 10,547 shares 10,547 $850K 0.05% -427 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,763 shares; 2025Q2: 9,526 shares; 2025Q3: 10,729 shares; 2025Q4: 12,756 shares; 2026Q1: 3,559 shares; 2026Q2: 3,429 shares 3,429 $849K 0.05% -130 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,484 shares; 2024Q4: 9,593 shares; 2025Q1: 13,112 shares; 2025Q2: 7,714 shares; 2025Q3: 6,963 shares; 2025Q4: 6,984 shares; 2026Q1: 3,306 shares; 2026Q2: 3,491 shares 3,491 $848K 0.05% +185 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,650 shares; 2026Q1: 7,000 shares; 2026Q2: 16,700 shares 16,700 $844K 0.05% +9,700 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,536 shares; 2024Q4: 10,144 shares; 2025Q1: 3,994 shares; 2025Q2: 2,375 shares; 2025Q3: 2,281 shares; 2025Q4: not reported; 2026Q1: 7,882 shares; 2026Q2: 8,856 shares 8,856 $842K 0.05% +974 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,313 shares; 2024Q4: 39,572 shares; 2025Q1: 38,003 shares; 2025Q2: 17,830 shares; 2025Q3: 13,023 shares; 2025Q4: 13,089 shares; 2026Q1: 10,044 shares; 2026Q2: 9,010 shares 9,010 $835K 0.05% -1,034 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,181 shares 27,181 $825K 0.05% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,650 shares; 2024Q4: 6,069 shares; 2025Q1: 2,917 shares; 2025Q2: 2,966 shares; 2025Q3: 1,932 shares; 2025Q4: 2,914 shares; 2026Q1: 3,090 shares; 2026Q2: 3,374 shares 3,374 $822K 0.04% +284 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,220 shares; 2024Q4: 20,755 shares; 2025Q1: 49,448 shares; 2025Q2: 12,235 shares; 2025Q3: 12,443 shares; 2025Q4: 10,438 shares; 2026Q1: 9,500 shares; 2026Q2: 10,564 shares 10,564 $817K 0.04% +1,064 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,399 shares; 2024Q4: not reported; 2025Q1: 13,299 shares; 2025Q2: 22,925 shares; 2025Q3: 28,884 shares; 2025Q4: 28,037 shares; 2026Q1: 30,201 shares; 2026Q2: 30,710 shares 30,710 $817K 0.04% +509 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,431 shares; 2024Q4: 18,318 shares; 2025Q1: 16,040 shares; 2025Q2: 14,328 shares; 2025Q3: 11,231 shares; 2025Q4: 11,312 shares; 2026Q1: 10,986 shares; 2026Q2: 10,614 shares 10,614 $816K 0.04% -372 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,540 shares; 2024Q4: 2,229 shares; 2025Q1: 2,684 shares; 2025Q2: 1,304 shares; 2025Q3: 1,076 shares; 2025Q4: 1,138 shares; 2026Q1: 934 shares; 2026Q2: 842 shares 842 $812K 0.04% -92 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,267 shares; 2024Q4: 12,437 shares; 2025Q1: 12,994 shares; 2025Q2: 9,909 shares; 2025Q3: 9,553 shares; 2025Q4: 9,489 shares; 2026Q1: 9,964 shares; 2026Q2: 9,725 shares 9,725 $809K 0.04% -239 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,922 shares; 2025Q4: 4,478 shares; 2026Q1: 4,403 shares; 2026Q2: 4,088 shares 4,088 $807K 0.04% -315 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,913 shares 4,913 $807K 0.04% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,621 shares; 2024Q4: 11,279 shares; 2025Q1: 11,000 shares; 2025Q2: 7,391 shares; 2025Q3: 7,405 shares; 2025Q4: 7,421 shares; 2026Q1: 7,803 shares; 2026Q2: 7,509 shares 7,509 $800K 0.04% -294 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,862 shares; 2024Q4: 14,209 shares; 2025Q1: 13,363 shares; 2025Q2: 11,527 shares; 2025Q3: 10,014 shares; 2025Q4: 9,187 shares; 2026Q1: 8,403 shares; 2026Q2: 8,643 shares 8,643 $799K 0.04% +240 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,553 shares; 2025Q1: 13,581 shares; 2025Q2: 13,359 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,919 shares; 2026Q2: 31,735 shares 31,735 $796K 0.04% -46,184 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,321 shares 17,321 $789K 0.04% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,781 shares; 2024Q4: 14,128 shares; 2025Q1: 14,525 shares; 2025Q2: 13,121 shares; 2025Q3: 12,471 shares; 2025Q4: 12,096 shares; 2026Q1: 11,643 shares; 2026Q2: 11,650 shares 11,650 $786K 0.04% +7 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,902 shares; 2024Q4: 4,282 shares; 2025Q1: 5,777 shares; 2025Q2: 3,409 shares; 2025Q3: 3,388 shares; 2025Q4: 3,878 shares; 2026Q1: 1,930 shares; 2026Q2: 2,984 shares 2,984 $774K 0.04% +1,054 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,276 shares; 2024Q4: 17,133 shares; 2025Q1: 17,229 shares; 2025Q2: 23,869 shares; 2025Q3: 27,624 shares; 2025Q4: 26,872 shares; 2026Q1: 30,180 shares; 2026Q2: 35,478 shares 35,478 $771K 0.04% +5,298 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,552 shares; 2024Q4: 19,769 shares; 2025Q1: 22,453 shares; 2025Q2: 9,220 shares; 2025Q3: 7,972 shares; 2025Q4: 6,786 shares; 2026Q1: 4,842 shares; 2026Q2: 4,886 shares 4,886 $770K 0.04% +44 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231,806 shares; 2024Q4: 181,891 shares; 2025Q1: 272,486 shares; 2025Q2: 16,094 shares; 2025Q3: 14,838 shares; 2025Q4: 16,079 shares; 2026Q1: 5,428 shares; 2026Q2: 12,603 shares 12,603 $765K 0.04% +7,175 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,314 shares; 2024Q4: 53,251 shares; 2025Q1: 90,123 shares; 2025Q2: 18,264 shares; 2025Q3: 21,698 shares; 2025Q4: 21,519 shares; 2026Q1: 19,520 shares; 2026Q2: 14,581 shares 14,581 $765K 0.04% -4,939 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,668 shares; 2026Q1: 9,278 shares; 2026Q2: 9,077 shares 9,077 $760K 0.04% -201 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,480 shares; 2024Q4: 23,033 shares; 2025Q1: 16,683 shares; 2025Q2: 12,108 shares; 2025Q3: 9,881 shares; 2025Q4: 6,411 shares; 2026Q1: 6,116 shares; 2026Q2: 6,614 shares 6,614 $760K 0.04% +498 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,971 shares; 2024Q4: 12,589 shares; 2025Q1: 19,085 shares; 2025Q2: 21,868 shares; 2025Q3: 28,952 shares; 2025Q4: 35,807 shares; 2026Q1: 17,542 shares; 2026Q2: 15,406 shares 15,406 $759K 0.04% -2,136 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,005 shares; 2025Q2: 46,461 shares; 2025Q3: 49,792 shares; 2025Q4: 52,521 shares; 2026Q1: 46,795 shares; 2026Q2: 33,287 shares 33,287 $753K 0.04% -13,508 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,784 shares; 2024Q4: 13,753 shares; 2025Q1: 11,891 shares; 2025Q2: 10,890 shares; 2025Q3: 10,429 shares; 2025Q4: 10,334 shares; 2026Q1: 10,040 shares; 2026Q2: 9,915 shares 9,915 $749K 0.04% -125 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,250 shares; 2024Q4: 145,090 shares; 2025Q1: 138,672 shares; 2025Q2: 107,317 shares; 2025Q3: 34,525 shares; 2025Q4: 29,901 shares; 2026Q1: 20,093 shares; 2026Q2: 22,719 shares 22,719 $749K 0.04% +2,626 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,318 shares; 2024Q4: 5,735 shares; 2025Q1: 5,676 shares; 2025Q2: 2,436 shares; 2025Q3: 1,894 shares; 2025Q4: 1,887 shares; 2026Q1: 1,695 shares; 2026Q2: 1,509 shares 1,509 $749K 0.04% -186 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,424 shares; 2025Q3: 24,434 shares; 2025Q4: 24,941 shares; 2026Q1: 23,778 shares; 2026Q2: 23,409 shares 23,409 $749K 0.04% -369 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,836 shares; 2024Q4: 3,493 shares; 2025Q1: 4,459 shares; 2025Q2: 3,128 shares; 2025Q3: 2,660 shares; 2025Q4: 2,546 shares; 2026Q1: 2,026 shares; 2026Q2: 1,813 shares 1,813 $741K 0.04% -213 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,241 shares; 2024Q4: 15,616 shares; 2025Q1: 18,080 shares; 2025Q2: 21,242 shares; 2025Q3: 19,482 shares; 2025Q4: 20,188 shares; 2026Q1: 20,786 shares; 2026Q2: 25,466 shares 25,466 $739K 0.04% +4,680 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,352 shares; 2024Q4: 107,582 shares; 2025Q1: 139,466 shares; 2025Q2: 14,758 shares; 2025Q3: 10,911 shares; 2025Q4: 10,621 shares; 2026Q1: 9,821 shares; 2026Q2: 10,014 shares 10,014 $738K 0.04% +193 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,287 shares; 2024Q4: 11,407 shares; 2025Q1: 22,702 shares; 2025Q2: 17,427 shares; 2025Q3: 15,491 shares; 2025Q4: 15,485 shares; 2026Q1: 15,493 shares; 2026Q2: 15,778 shares 15,778 $736K 0.04% +285 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,756 shares; 2024Q4: 1,535 shares; 2025Q1: 2,199 shares; 2025Q2: 1,732 shares; 2025Q3: 1,499 shares; 2025Q4: 2,299 shares; 2026Q1: 1,715 shares; 2026Q2: 1,954 shares 1,954 $728K 0.04% +239 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,428 shares; 2024Q4: 144,838 shares; 2025Q1: 278,506 shares; 2025Q2: 155,816 shares; 2025Q3: 103,704 shares; 2025Q4: 124,945 shares; 2026Q1: 19,970 shares; 2026Q2: 19,970 shares 19,970 $727K 0.04% 0 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,534 shares; 2024Q4: 41,343 shares; 2025Q1: 41,834 shares; 2025Q2: 42,306 shares; 2025Q3: 31,645 shares; 2025Q4: 29,302 shares; 2026Q1: 29,220 shares; 2026Q2: 35,123 shares 35,123 $726K 0.04% +5,903 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,326 shares; 2024Q4: 3,039 shares; 2025Q1: 3,092 shares; 2025Q2: 2,373 shares; 2025Q3: 2,325 shares; 2025Q4: 2,591 shares; 2026Q1: 941 shares; 2026Q2: 965 shares 965 $722K 0.04% +24 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,040 shares; 2025Q2: 36,625 shares; 2025Q3: 40,359 shares; 2025Q4: 35,114 shares; 2026Q1: 37,669 shares; 2026Q2: 40,169 shares 40,169 $720K 0.04% +2,500 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,704 shares; 2024Q4: 11,035 shares; 2025Q1: 12,129 shares; 2025Q2: 7,285 shares; 2025Q3: 10,551 shares; 2025Q4: 11,146 shares; 2026Q1: 6,120 shares; 2026Q2: 6,547 shares 6,547 $720K 0.04% +427 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,126 shares; 2024Q4: 22,869 shares; 2025Q1: 25,982 shares; 2025Q2: 2,808 shares; 2025Q3: 3,064 shares; 2025Q4: 3,669 shares; 2026Q1: 3,136 shares; 2026Q2: 3,157 shares 3,157 $719K 0.04% +21 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,247 shares; 2024Q4: 27,308 shares; 2025Q1: 26,139 shares; 2025Q2: 11,820 shares; 2025Q3: 8,039 shares; 2025Q4: 7,856 shares; 2026Q1: 7,885 shares; 2026Q2: 8,839 shares 8,839 $715K 0.04% +954 Timeline ACV VIRTUS DIVERSIFIED INCM & CO More: the full row for VIRTUS DIVERSIFIED INCM & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,884 shares; 2024Q4: 24,855 shares; 2025Q1: 24,928 shares; 2025Q2: 24,484 shares; 2025Q3: 24,537 shares; 2025Q4: 24,569 shares; 2026Q1: 25,221 shares; 2026Q2: 25,266 shares 25,266 $706K 0.04% +45 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,384 shares; 2024Q4: 9,571 shares; 2025Q1: 9,484 shares; 2025Q2: 5,165 shares; 2025Q3: 5,041 shares; 2025Q4: 4,594 shares; 2026Q1: 2,883 shares; 2026Q2: 2,845 shares 2,845 $702K 0.04% -38 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,532 shares; 2025Q3: 8,134 shares; 2025Q4: 6,956 shares; 2026Q1: 6,785 shares; 2026Q2: 6,608 shares 6,608 $699K 0.04% -177 Timeline NXXT NEXTNRG INC More: the full row for NEXTNRG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300,000 shares; 2026Q1: 900,508 shares; 2026Q2: 2,100,092 shares 2,100,092 $698K 0.04% +1,199,584 Timeline BFLX BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,510 shares 27,510 $698K 0.04% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,132 shares; 2024Q4: 14,166 shares; 2025Q1: 22,759 shares; 2025Q2: 4,771 shares; 2025Q3: 4,804 shares; 2025Q4: 4,801 shares; 2026Q1: 4,232 shares; 2026Q2: 4,233 shares 4,233 $688K 0.04% +1 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,319 shares; 2024Q4: 37,068 shares; 2025Q1: 61,304 shares; 2025Q2: 64,951 shares; 2025Q3: 65,001 shares; 2025Q4: 68,879 shares; 2026Q1: 4,953 shares; 2026Q2: 4,705 shares 4,705 $686K 0.04% -248 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,002 shares 10,002 $685K 0.04% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,261 shares; 2024Q4: 63,640 shares; 2025Q1: 11,734 shares; 2025Q2: 38,035 shares; 2025Q3: 9,876 shares; 2025Q4: 10,158 shares; 2026Q1: 7,375 shares; 2026Q2: 8,067 shares 8,067 $681K 0.04% +692 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,731 shares; 2024Q4: 17,656 shares; 2025Q1: 15,737 shares; 2025Q2: 15,687 shares; 2025Q3: 15,111 shares; 2025Q4: 14,988 shares; 2026Q1: 14,993 shares; 2026Q2: 15,424 shares 15,424 $681K 0.04% +431 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,640 shares; 2024Q4: 1,459 shares; 2025Q1: 3,188 shares; 2025Q2: 1,585 shares; 2025Q3: 1,462 shares; 2025Q4: 1,489 shares; 2026Q1: 1,418 shares; 2026Q2: 1,396 shares 1,396 $673K 0.04% -22 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,066 shares; 2024Q4: 18,649 shares; 2025Q1: 18,532 shares; 2025Q2: 13,363 shares; 2025Q3: 13,885 shares; 2025Q4: 13,536 shares; 2026Q1: 12,097 shares; 2026Q2: 12,480 shares 12,480 $673K 0.04% +383 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,256 shares; 2024Q4: 5,626 shares; 2025Q1: 8,197 shares; 2025Q2: 4,865 shares; 2025Q3: 4,100 shares; 2025Q4: 4,086 shares; 2026Q1: 2,873 shares; 2026Q2: 2,106 shares 2,106 $667K 0.04% -767 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,370 shares; 2025Q2: 18,723 shares; 2025Q3: 18,247 shares; 2025Q4: 18,247 shares; 2026Q1: 16,541 shares; 2026Q2: 16,086 shares 16,086 $667K 0.04% -455 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,404 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 4,768 shares; 2026Q1: 3,881 shares; 2026Q2: 2,415 shares 2,415 $664K 0.04% -1,466 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,719 shares; 2024Q4: 15,194 shares; 2025Q1: 16,283 shares; 2025Q2: 8,254 shares; 2025Q3: 8,539 shares; 2025Q4: 8,524 shares; 2026Q1: 8,204 shares; 2026Q2: 8,436 shares 8,436 $661K 0.04% +232 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,006 shares; 2024Q4: 11,919 shares; 2025Q1: 8,297 shares; 2025Q2: 6,063 shares; 2025Q3: 5,488 shares; 2025Q4: 6,030 shares; 2026Q1: 5,063 shares; 2026Q2: 5,219 shares 5,219 $659K 0.04% +156 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,517 shares; 2024Q4: 8,658 shares; 2025Q1: 7,505 shares; 2025Q2: 2,446 shares; 2025Q3: 2,293 shares; 2025Q4: 2,428 shares; 2026Q1: 2,212 shares; 2026Q2: 2,362 shares 2,362 $658K 0.04% +150 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,731 shares; 2024Q4: 2,531 shares; 2025Q1: not reported; 2025Q2: 2,531 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $657K 0.04% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,963 shares; 2024Q4: 8,698 shares; 2025Q1: 7,321 shares; 2025Q2: 3,878 shares; 2025Q3: 4,024 shares; 2025Q4: 3,766 shares; 2026Q1: 2,059 shares; 2026Q2: 2,775 shares 2,775 $655K 0.04% +716 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,200 shares; 2024Q4: 45,500 shares; 2025Q1: 46,500 shares; 2025Q2: 50,500 shares; 2025Q3: 50,700 shares; 2025Q4: 50,200 shares; 2026Q1: 50,200 shares; 2026Q2: 48,100 shares 48,100 $650K 0.04% -2,100 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,512 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,601 shares; 2025Q4: 38,622 shares; 2026Q1: 26,196 shares; 2026Q2: 25,861 shares 25,861 $648K 0.04% -335 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,637 shares; 2024Q4: 10,537 shares; 2025Q1: 10,258 shares; 2025Q2: 9,387 shares; 2025Q3: 9,297 shares; 2025Q4: 9,419 shares; 2026Q1: 9,719 shares; 2026Q2: 9,441 shares 9,441 $647K 0.04% -278 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 756 shares; 2024Q4: 563 shares; 2025Q1: 560 shares; 2025Q2: 547 shares; 2025Q3: 488 shares; 2025Q4: 550 shares; 2026Q1: 492 shares; 2026Q2: 485 shares 485 $641K 0.04% -7 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,313 shares; 2024Q4: 2,409 shares; 2025Q1: 2,600 shares; 2025Q2: 660 shares; 2025Q3: 652 shares; 2025Q4: 656 shares; 2026Q1: 460 shares; 2026Q2: 564 shares 564 $634K 0.03% +104 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,843 shares; 2024Q4: 24,227 shares; 2025Q1: 24,237 shares; 2025Q2: 9,843 shares; 2025Q3: 10,251 shares; 2025Q4: 10,258 shares; 2026Q1: 9,962 shares; 2026Q2: 9,967 shares 9,967 $631K 0.03% +5 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,706 shares; 2024Q4: 10,703 shares; 2025Q1: 14,493 shares; 2025Q2: 11,982 shares; 2025Q3: 10,497 shares; 2025Q4: 10,239 shares; 2026Q1: 4,297 shares; 2026Q2: 4,373 shares 4,373 $629K 0.03% +76 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,739 shares 5,739 $623K 0.03% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,495 shares; 2024Q4: not reported; 2025Q1: 14,645 shares; 2025Q2: 6,548 shares; 2025Q3: 6,348 shares; 2025Q4: 6,748 shares; 2026Q1: 5,887 shares; 2026Q2: 7,152 shares 7,152 $621K 0.03% +1,265 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,078 shares; 2024Q4: 29,465 shares; 2025Q1: 53,048 shares; 2025Q2: 24,447 shares; 2025Q3: 31,713 shares; 2025Q4: 26,574 shares; 2026Q1: 18,090 shares; 2026Q2: 18,140 shares 18,140 $620K 0.03% +50 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,220 shares; 2024Q4: 99,785 shares; 2025Q1: 105,394 shares; 2025Q2: 30,806 shares; 2025Q3: 20,420 shares; 2025Q4: 18,876 shares; 2026Q1: 16,830 shares; 2026Q2: 19,197 shares 19,197 $619K 0.03% +2,367 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,894 shares; 2024Q4: 3,529 shares; 2025Q1: 3,650 shares; 2025Q2: 3,395 shares; 2025Q3: 3,786 shares; 2025Q4: 3,542 shares; 2026Q1: 3,293 shares; 2026Q2: 3,231 shares 3,231 $605K 0.03% -62 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,200 shares; 2024Q4: 4,543 shares; 2025Q1: 4,738 shares; 2025Q2: 3,478 shares; 2025Q3: 2,851 shares; 2025Q4: 2,849 shares; 2026Q1: 2,504 shares; 2026Q2: 2,817 shares 2,817 $605K 0.03% +313 Timeline RILY BRC GROUP HOLDINGS INC More: the full row for BRC GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,638 shares; 2024Q4: 43,221 shares; 2025Q1: 51,459 shares; 2025Q2: 51,765 shares; 2025Q3: 40,870 shares; 2025Q4: 51,070 shares; 2026Q1: 49,020 shares; 2026Q2: 73,820 shares 73,820 $604K 0.03% +24,800 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,344 shares; 2024Q4: 6,479 shares; 2025Q1: 6,741 shares; 2025Q2: 6,551 shares; 2025Q3: 6,666 shares; 2025Q4: 6,242 shares; 2026Q1: 8,936 shares; 2026Q2: 8,865 shares 8,865 $603K 0.03% -71 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,505 shares; 2024Q4: 26,852 shares; 2025Q1: 27,828 shares; 2025Q2: 8,382 shares; 2025Q3: 6,653 shares; 2025Q4: 7,592 shares; 2026Q1: 6,086 shares; 2026Q2: 5,269 shares 5,269 $602K 0.03% -817 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,347 shares; 2024Q4: 27,396 shares; 2025Q1: 26,496 shares; 2025Q2: 20,496 shares; 2025Q3: 26,496 shares; 2025Q4: 26,496 shares; 2026Q1: 26,496 shares; 2026Q2: 26,496 shares 26,496 $601K 0.03% 0 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,551 shares; 2026Q2: 14,424 shares 14,424 $599K 0.03% +1,873 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,166 shares; 2024Q4: 2,366 shares; 2025Q1: 4,403 shares; 2025Q2: 2,651 shares; 2025Q3: 2,890 shares; 2025Q4: 2,877 shares; 2026Q1: 2,075 shares; 2026Q2: 2,135 shares 2,135 $594K 0.03% +60 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,223 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,290 shares; 2026Q2: 4,290 shares 4,290 $586K 0.03% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,866 shares; 2025Q4: 3,593 shares; 2026Q1: 3,491 shares; 2026Q2: 3,660 shares 3,660 $584K 0.03% +169 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,175 shares; 2025Q2: 29,200 shares; 2025Q3: 28,830 shares; 2025Q4: 22,426 shares; 2026Q1: 32,501 shares; 2026Q2: 22,767 shares 22,767 $583K 0.03% -9,734 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,241 shares; 2024Q4: 5,197 shares; 2025Q1: 4,885 shares; 2025Q2: 2,141 shares; 2025Q3: 2,293 shares; 2025Q4: 2,306 shares; 2026Q1: 2,127 shares; 2026Q2: 2,081 shares 2,081 $580K 0.03% -46 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,671 shares; 2024Q4: 13,145 shares; 2025Q1: 15,112 shares; 2025Q2: 14,806 shares; 2025Q3: 13,874 shares; 2025Q4: 13,896 shares; 2026Q1: 12,392 shares; 2026Q2: 13,327 shares 13,327 $579K 0.03% +935 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,687 shares; 2024Q4: 21,410 shares; 2025Q1: 25,463 shares; 2025Q2: 5,046 shares; 2025Q3: 4,010 shares; 2025Q4: 3,878 shares; 2026Q1: 3,466 shares; 2026Q2: 3,428 shares 3,428 $578K 0.03% -38 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,076 shares; 2024Q4: 24,140 shares; 2025Q1: 21,556 shares; 2025Q2: 5,072 shares; 2025Q3: 4,389 shares; 2025Q4: 5,050 shares; 2026Q1: 4,959 shares; 2026Q2: 4,967 shares 4,967 $578K 0.03% +8 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,097 shares; 2024Q4: 4,120 shares; 2025Q1: 2,891 shares; 2025Q2: 2,634 shares; 2025Q3: 2,674 shares; 2025Q4: 2,537 shares; 2026Q1: 2,507 shares; 2026Q2: 2,515 shares 2,515 $575K 0.03% +8 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,478 shares; 2025Q3: 7,842 shares; 2025Q4: 7,100 shares; 2026Q1: 6,710 shares; 2026Q2: 6,601 shares 6,601 $574K 0.03% -109 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,134 shares; 2024Q4: 12,335 shares; 2025Q1: 13,246 shares; 2025Q2: 8,569 shares; 2025Q3: 7,962 shares; 2025Q4: 7,645 shares; 2026Q1: 6,943 shares; 2026Q2: 6,679 shares 6,679 $574K 0.03% -264 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,713 shares; 2026Q2: 10,350 shares 10,350 $571K 0.03% +3,637 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,448 shares; 2024Q4: 28,213 shares; 2025Q1: 25,082 shares; 2025Q2: 25,826 shares; 2025Q3: 25,733 shares; 2025Q4: 26,967 shares; 2026Q1: 27,477 shares; 2026Q2: 30,362 shares 30,362 $571K 0.03% +2,885 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,022 shares; 2024Q4: 3,281 shares; 2025Q1: 4,468 shares; 2025Q2: 4,444 shares; 2025Q3: 4,343 shares; 2025Q4: 4,374 shares; 2026Q1: 3,025 shares; 2026Q2: 2,900 shares 2,900 $566K 0.03% -125 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,792 shares; 2024Q4: 9,530 shares; 2025Q1: 8,941 shares; 2025Q2: 5,184 shares; 2025Q3: 3,664 shares; 2025Q4: 4,131 shares; 2026Q1: 4,648 shares; 2026Q2: 5,148 shares 5,148 $566K 0.03% +500 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,969 shares; 2025Q4: 11,265 shares; 2026Q1: 4,783 shares; 2026Q2: 4,812 shares 4,812 $563K 0.03% +29 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,522 shares; 2024Q4: 2,945 shares; 2025Q1: 5,888 shares; 2025Q2: 4,915 shares; 2025Q3: 5,022 shares; 2025Q4: 4,699 shares; 2026Q1: 5,004 shares; 2026Q2: 6,046 shares 6,046 $560K 0.03% +1,042 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,817 shares; 2024Q4: 15,238 shares; 2025Q1: 14,552 shares; 2025Q2: 12,711 shares; 2025Q3: 5,059 shares; 2025Q4: 4,302 shares; 2026Q1: 4,182 shares; 2026Q2: 4,177 shares 4,177 $558K 0.03% -5 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,011 shares 30,011 $547K 0.03% new Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,349 shares; 2024Q4: 34,646 shares; 2025Q1: 45,324 shares; 2025Q2: 43,907 shares; 2025Q3: 53,916 shares; 2025Q4: 49,448 shares; 2026Q1: 44,449 shares; 2026Q2: 52,070 shares 52,070 $538K 0.03% +7,621 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,107 shares; 2026Q1: 1,111 shares; 2026Q2: 1,157 shares 1,157 $536K 0.03% +46 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,571 shares; 2024Q4: 3,014 shares; 2025Q1: 2,667 shares; 2025Q2: 1,574 shares; 2025Q3: 1,180 shares; 2025Q4: 1,195 shares; 2026Q1: 1,167 shares; 2026Q2: 1,379 shares 1,379 $535K 0.03% +212 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,017 shares; 2024Q4: 2,039 shares; 2025Q1: 1,314 shares; 2025Q2: 864 shares; 2025Q3: 814 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,887 shares 3,887 $535K 0.03% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,485 shares; 2024Q4: 5,076 shares; 2025Q1: 6,086 shares; 2025Q2: 5,770 shares; 2025Q3: 5,419 shares; 2025Q4: 5,596 shares; 2026Q1: 2,115 shares; 2026Q2: 1,987 shares 1,987 $534K 0.03% -128 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,650 shares; 2024Q4: 3,777 shares; 2025Q1: 3,605 shares; 2025Q2: 3,802 shares; 2025Q3: 3,457 shares; 2025Q4: 3,275 shares; 2026Q1: 6,354 shares; 2026Q2: 5,933 shares 5,933 $533K 0.03% -421 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,194 shares; 2024Q4: 12,815 shares; 2025Q1: 18,863 shares; 2025Q2: 15,335 shares; 2025Q3: 14,546 shares; 2025Q4: 12,485 shares; 2026Q1: 11,845 shares; 2026Q2: 10,590 shares 10,590 $531K 0.03% -1,255 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,218 shares; 2026Q2: 12,235 shares 12,235 $525K 0.03% +17 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,883 shares; 2024Q4: 9,157 shares; 2025Q1: 10,110 shares; 2025Q2: 8,411 shares; 2025Q3: 8,174 shares; 2025Q4: 8,179 shares; 2026Q1: 5,218 shares; 2026Q2: 5,271 shares 5,271 $524K 0.03% +53 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,371 shares; 2024Q4: 14,214 shares; 2025Q1: 42,108 shares; 2025Q2: 26,560 shares; 2025Q3: 14,724 shares; 2025Q4: 13,664 shares; 2026Q1: 10,793 shares; 2026Q2: 10,556 shares 10,556 $522K 0.03% -237 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,329 shares; 2025Q2: 2,125 shares; 2025Q3: 2,233 shares; 2025Q4: 2,118 shares; 2026Q1: 2,006 shares; 2026Q2: 1,882 shares 1,882 $522K 0.03% -124 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,399 shares; 2024Q4: 12,640 shares; 2025Q1: 13,335 shares; 2025Q2: 5,622 shares; 2025Q3: 4,020 shares; 2025Q4: 4,403 shares; 2026Q1: 4,786 shares; 2026Q2: 8,273 shares 8,273 $522K 0.03% +3,487 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,029 shares; 2024Q4: 29,217 shares; 2025Q1: 25,729 shares; 2025Q2: 3,886 shares; 2025Q3: 4,392 shares; 2025Q4: 3,822 shares; 2026Q1: 3,216 shares; 2026Q2: 3,777 shares 3,777 $521K 0.03% +561 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,084 shares; 2024Q4: 30,516 shares; 2025Q1: 29,996 shares; 2025Q2: 18,647 shares; 2025Q3: 23,291 shares; 2025Q4: 22,666 shares; 2026Q1: 22,055 shares; 2026Q2: 22,502 shares 22,502 $521K 0.03% +447 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,473 shares; 2024Q4: 6,404 shares; 2025Q1: 6,584 shares; 2025Q2: 6,083 shares; 2025Q3: 4,075 shares; 2025Q4: 4,075 shares; 2026Q1: 4,075 shares; 2026Q2: 4,075 shares 4,075 $520K 0.03% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,342 shares; 2024Q4: not reported; 2025Q1: 31,491 shares; 2025Q2: 30,600 shares; 2025Q3: 32,568 shares; 2025Q4: 27,189 shares; 2026Q1: 26,862 shares; 2026Q2: 31,929 shares 31,929 $518K 0.03% +5,067 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,526 shares; 2024Q4: 10,258 shares; 2025Q1: 7,354 shares; 2025Q2: 5,363 shares; 2025Q3: 2,643 shares; 2025Q4: 2,610 shares; 2026Q1: 2,101 shares; 2026Q2: 1,503 shares 1,503 $518K 0.03% -598 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,165 shares; 2025Q2: 15,091 shares; 2025Q3: 12,540 shares; 2025Q4: 11,573 shares; 2026Q1: 9,600 shares; 2026Q2: 10,376 shares 10,376 $516K 0.03% +776 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,143 shares; 2024Q4: 5,651 shares; 2025Q1: 6,350 shares; 2025Q2: 5,532 shares; 2025Q3: 6,383 shares; 2025Q4: 5,439 shares; 2026Q1: 5,557 shares; 2026Q2: 5,275 shares 5,275 $515K 0.03% -282 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,846 shares; 2024Q4: 57,208 shares; 2025Q1: 53,682 shares; 2025Q2: 16,523 shares; 2025Q3: 13,886 shares; 2025Q4: 14,086 shares; 2026Q1: 9,155 shares; 2026Q2: 8,775 shares 8,775 $514K 0.03% -380 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,233 shares; 2024Q4: 20,210 shares; 2025Q1: 20,181 shares; 2025Q2: 17,580 shares; 2025Q3: 17,708 shares; 2025Q4: 18,524 shares; 2026Q1: 15,732 shares; 2026Q2: 16,932 shares 16,932 $513K 0.03% +1,200 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,597 shares; 2024Q4: 7,090 shares; 2025Q1: 9,212 shares; 2025Q2: 7,384 shares; 2025Q3: 7,728 shares; 2025Q4: 6,564 shares; 2026Q1: 4,571 shares; 2026Q2: 4,700 shares 4,700 $512K 0.03% +129 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,304 shares; 2026Q1: 20,587 shares; 2026Q2: 12,915 shares 12,915 $511K 0.03% -7,672 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,814 shares; 2024Q4: 77,905 shares; 2025Q1: 71,451 shares; 2025Q2: 12,336 shares; 2025Q3: 9,140 shares; 2025Q4: 9,089 shares; 2026Q1: 9,190 shares; 2026Q2: 9,209 shares 9,209 $510K 0.03% +19 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,651 shares; 2026Q2: 12,551 shares 12,551 $508K 0.03% -100 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,285 shares; 2024Q4: 30,638 shares; 2025Q1: 32,585 shares; 2025Q2: 29,672 shares; 2025Q3: 27,371 shares; 2025Q4: 26,942 shares; 2026Q1: 26,935 shares; 2026Q2: 24,927 shares 24,927 $506K 0.03% -2,008 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,996 shares; 2024Q4: 6,835 shares; 2025Q1: 8,879 shares; 2025Q2: 4,921 shares; 2025Q3: 4,170 shares; 2025Q4: 3,614 shares; 2026Q1: 3,436 shares; 2026Q2: 18,216 shares 18,216 $504K 0.03% +14,780 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,120 shares; 2024Q4: 8,501 shares; 2025Q1: 9,590 shares; 2025Q2: 9,834 shares; 2025Q3: 10,028 shares; 2025Q4: 10,179 shares; 2026Q1: 10,161 shares; 2026Q2: 10,262 shares 10,262 $503K 0.03% +101 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,341 shares; 2024Q4: 330,363 shares; 2025Q1: 362,225 shares; 2025Q2: 13,986 shares; 2025Q3: 17,439 shares; 2025Q4: 17,493 shares; 2026Q1: 17,474 shares; 2026Q2: 17,131 shares 17,131 $500K 0.03% -343 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,745 shares; 2024Q4: 80,099 shares; 2025Q1: 75,451 shares; 2025Q2: 57,098 shares; 2025Q3: 48,489 shares; 2025Q4: 48,197 shares; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $498K 0.03% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,069 shares; 2024Q4: 4,646 shares; 2025Q1: 6,945 shares; 2025Q2: 4,886 shares; 2025Q3: 4,467 shares; 2025Q4: 5,115 shares; 2026Q1: 2,456 shares; 2026Q2: 2,186 shares 2,186 $497K 0.03% -270 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,062 shares; 2024Q4: 1,530 shares; 2025Q1: 1,550 shares; 2025Q2: 1,534 shares; 2025Q3: 1,523 shares; 2025Q4: 1,563 shares; 2026Q1: 1,498 shares; 2026Q2: 1,480 shares 1,480 $497K 0.03% -18 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,134 shares; 2024Q4: 102,093 shares; 2025Q1: 83,004 shares; 2025Q2: 55,193 shares; 2025Q3: 41,345 shares; 2025Q4: 44,810 shares; 2026Q1: 35,093 shares; 2026Q2: 35,339 shares 35,339 $495K 0.03% +246 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,663 shares; 2024Q4: 8,712 shares; 2025Q1: 11,488 shares; 2025Q2: 11,540 shares; 2025Q3: 12,892 shares; 2025Q4: 12,921 shares; 2026Q1: 6,037 shares; 2026Q2: 6,044 shares 6,044 $495K 0.03% +7 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,983 shares; 2024Q4: 93,548 shares; 2025Q1: 93,161 shares; 2025Q2: 5,936 shares; 2025Q3: 7,563 shares; 2025Q4: 7,489 shares; 2026Q1: 6,274 shares; 2026Q2: 6,595 shares 6,595 $495K 0.03% +321 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,853 shares 12,853 $494K 0.03% new Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,108 shares 7,108 $491K 0.03% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,579 shares; 2024Q4: 48,914 shares; 2025Q1: 53,824 shares; 2025Q2: 11,104 shares; 2025Q3: 6,294 shares; 2025Q4: 6,568 shares; 2026Q1: 5,461 shares; 2026Q2: 5,489 shares 5,489 $487K 0.03% +28 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,489 shares; 2024Q4: 16,607 shares; 2025Q1: 16,416 shares; 2025Q2: 6,146 shares; 2025Q3: 5,449 shares; 2025Q4: 5,558 shares; 2026Q1: 5,564 shares; 2026Q2: 5,435 shares 5,435 $483K 0.03% -129 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,971 shares; 2024Q4: 1,817 shares; 2025Q1: 1,784 shares; 2025Q2: 1,524 shares; 2025Q3: 1,496 shares; 2025Q4: 1,406 shares; 2026Q1: 1,322 shares; 2026Q2: 1,212 shares 1,212 $483K 0.03% -110 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,050 shares; 2024Q4: 42,361 shares; 2025Q1: 56,606 shares; 2025Q2: 8,406 shares; 2025Q3: 6,428 shares; 2025Q4: 5,849 shares; 2026Q1: 5,755 shares; 2026Q2: 5,539 shares 5,539 $483K 0.03% -216 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,661 shares; 2024Q4: 27,127 shares; 2025Q1: 23,391 shares; 2025Q2: 31,444 shares; 2025Q3: 26,101 shares; 2025Q4: 25,529 shares; 2026Q1: 25,876 shares; 2026Q2: 26,274 shares 26,274 $479K 0.03% +398 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,637 shares; 2024Q4: 5,110 shares; 2025Q1: 4,398 shares; 2025Q2: 2,802 shares; 2025Q3: 2,786 shares; 2025Q4: 3,646 shares; 2026Q1: 3,862 shares; 2026Q2: 5,098 shares 5,098 $475K 0.03% +1,236 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,780 shares; 2026Q1: 5,594 shares; 2026Q2: 6,114 shares 6,114 $475K 0.03% +520 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,511 shares; 2024Q4: 10,100 shares; 2025Q1: 193,322 shares; 2025Q2: 14,297 shares; 2025Q3: 14,201 shares; 2025Q4: 16,310 shares; 2026Q1: 4,688 shares; 2026Q2: 4,698 shares 4,698 $473K 0.03% +10 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,549 shares; 2024Q4: 9,778 shares; 2025Q1: 11,224 shares; 2025Q2: 5,122 shares; 2025Q3: 4,854 shares; 2025Q4: 4,191 shares; 2026Q1: 2,696 shares; 2026Q2: 2,282 shares 2,282 $471K 0.03% -414 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,250 shares; 2025Q2: 7,523 shares; 2025Q3: 6,402 shares; 2025Q4: 5,554 shares; 2026Q1: 8,020 shares; 2026Q2: 4,612 shares 4,612 $470K 0.03% -3,408 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,950 shares 4,950 $469K 0.03% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,919 shares; 2024Q4: 2,991 shares; 2025Q1: 2,738 shares; 2025Q2: 3,835 shares; 2025Q3: 4,138 shares; 2025Q4: 4,797 shares; 2026Q1: 2,432 shares; 2026Q2: 2,145 shares 2,145 $469K 0.03% -287 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,604 shares; 2024Q4: 12,537 shares; 2025Q1: 12,480 shares; 2025Q2: 2,253 shares; 2025Q3: 1,870 shares; 2025Q4: 1,948 shares; 2026Q1: 1,501 shares; 2026Q2: 1,747 shares 1,747 $465K 0.03% +246 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,922 shares; 2025Q3: 6,738 shares; 2025Q4: 3,438 shares; 2026Q1: 3,850 shares; 2026Q2: 1,770 shares 1,770 $462K 0.03% -2,080 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,888 shares; 2024Q4: 19,214 shares; 2025Q1: 19,035 shares; 2025Q2: 4,352 shares; 2025Q3: 4,307 shares; 2025Q4: 4,048 shares; 2026Q1: 4,909 shares; 2026Q2: 4,825 shares 4,825 $457K 0.02% -84 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,046 shares; 2024Q4: 23,201 shares; 2025Q1: 24,767 shares; 2025Q2: 5,133 shares; 2025Q3: 4,582 shares; 2025Q4: 4,455 shares; 2026Q1: 2,716 shares; 2026Q2: 2,045 shares 2,045 $457K 0.02% -671 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,965 shares; 2024Q4: not reported; 2025Q1: 61,125 shares; 2025Q2: 6,106 shares; 2025Q3: 9,820 shares; 2025Q4: 9,717 shares; 2026Q1: 9,717 shares; 2026Q2: 9,717 shares 9,717 $454K 0.02% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,251 shares; 2024Q4: 2,343 shares; 2025Q1: 2,228 shares; 2025Q2: 1,991 shares; 2025Q3: 2,026 shares; 2025Q4: 1,996 shares; 2026Q1: 2,064 shares; 2026Q2: 2,094 shares 2,094 $454K 0.02% +30 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,107 shares; 2024Q4: 13,689 shares; 2025Q1: 6,718 shares; 2025Q2: 2,894 shares; 2025Q3: 3,013 shares; 2025Q4: 4,217 shares; 2026Q1: 4,973 shares; 2026Q2: 5,121 shares 5,121 $453K 0.02% +148 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,155 shares; 2025Q4: 6,604 shares; 2026Q1: not reported; 2026Q2: 8,405 shares 8,405 $453K 0.02% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,184 shares; 2024Q4: 1,755 shares; 2025Q1: 2,073 shares; 2025Q2: 1,507 shares; 2025Q3: 2,303 shares; 2025Q4: 2,641 shares; 2026Q1: 2,436 shares; 2026Q2: 2,451 shares 2,451 $445K 0.02% +15 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,222 shares; 2024Q4: 1,133 shares; 2025Q1: 1,253 shares; 2025Q2: 950 shares; 2025Q3: not reported; 2025Q4: 746 shares; 2026Q1: 1,129 shares; 2026Q2: 1,332 shares 1,332 $443K 0.02% +203 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,145 shares; 2025Q2: 9,133 shares; 2025Q3: 6,969 shares; 2025Q4: 8,423 shares; 2026Q1: 8,222 shares; 2026Q2: 8,690 shares 8,690 $437K 0.02% +468 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,993 shares; 2024Q4: 5,933 shares; 2025Q1: 3,129 shares; 2025Q2: 2,374 shares; 2025Q3: 2,406 shares; 2025Q4: 2,419 shares; 2026Q1: 1,726 shares; 2026Q2: 1,909 shares 1,909 $437K 0.02% +183 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,710 shares; 2025Q2: 3,169 shares; 2025Q3: 3,822 shares; 2025Q4: 5,587 shares; 2026Q1: 5,644 shares; 2026Q2: 5,768 shares 5,768 $431K 0.02% +124 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,364 shares; 2026Q1: 6,004 shares; 2026Q2: 7,047 shares 7,047 $431K 0.02% +1,043 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,123 shares; 2024Q4: 24,731 shares; 2025Q1: 28,108 shares; 2025Q2: 28,476 shares; 2025Q3: 27,653 shares; 2025Q4: 34,336 shares; 2026Q1: 31,525 shares; 2026Q2: 16,933 shares 16,933 $431K 0.02% -14,592 Timeline