NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 582,603 shares 582,603 $133M 5.26% +80,978 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 336,396 shares 336,396 $112M 4.43% +108,669 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 115,004 shares 115,004 $59M 2.33% +33,226 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; 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; 2026Q3: 212,968 shares 212,968 $53.1M 2.1% +61,595 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; 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; 2026Q3: 555,179 shares 555,179 $50M 1.98% +209,537 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 64,810 shares 64,810 $49.6M 1.96% +5,166 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; 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; 2026Q3: 66,288 shares 66,288 $48.1M 1.9% +6,875 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; 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; 2026Q3: 513,880 shares 513,880 $47.1M 1.86% +419,510 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; 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; 2026Q3: 45,385 shares 45,385 $34.6M 1.37% +11,684 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 88,512 shares 88,512 $30.5M 1.2% +24,969 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; 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; 2026Q3: 155,587 shares 155,587 $29.1M 1.15% -3,872 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; 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; 2026Q3: 25,044 shares 25,044 $29M 1.15% +2,742 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; 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; 2026Q3: 38,131 shares 38,131 $28.2M 1.12% +8,861 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; 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; 2026Q3: 103,966 shares 103,966 $27.5M 1.09% +79,541 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 80,681 shares 80,681 $27.5M 1.09% +26,441 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 73,656 shares 73,656 $25.9M 1.02% +16,191 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; 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; 2026Q3: 116,706 shares 116,706 $25.2M 1% +23,917 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; 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; 2026Q3: 520,995 shares 520,995 $24.5M 0.97% +10,026 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; 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; 2026Q3: 60,770 shares 60,770 $24.1M 0.95% -411 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; 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; 2026Q3: 37,785 shares 37,785 $23.1M 0.91% +3,168 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; 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; 2026Q3: 66,961 shares 66,961 $22.2M 0.88% +17,071 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; 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; 2026Q3: 264,270 shares 264,270 $21.3M 0.84% +239,333 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; 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; 2026Q3: 64,609 shares 64,609 $21.2M 0.84% +47,055 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; 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; 2026Q3: 33,981 shares 33,981 $20.7M 0.82% +907 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; 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; 2026Q3: 104,810 shares 104,810 $20.5M 0.81% +3,281 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; 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; 2026Q3: 18,529 shares 18,529 $19.7M 0.78% +6,843 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; 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; 2026Q3: 33,933 shares 33,933 $16.9M 0.67% +9,210 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 182,748 shares 182,748 $15.9M 0.63% +19,903 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; 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; 2026Q3: 125,064 shares 125,064 $15.7M 0.62% +99,568 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; 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; 2026Q3: 417,954 shares 417,954 $15.4M 0.61% +63,532 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 56,915 shares 56,915 $15.1M 0.6% +7,772 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; 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; 2026Q3: 20,809 shares 20,809 $14.6M 0.58% +3,858 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; 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; 2026Q3: 36,967 shares 36,967 $13.8M 0.55% +11,420 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 187,572 shares 187,572 $13.1M 0.52% +89,105 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; 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; 2026Q3: 34,011 shares 34,011 $13M 0.51% +11,201 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; 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; 2026Q3: 27,025 shares 27,025 $12.3M 0.49% +4,971 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; 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; 2026Q3: 240,441 shares 240,441 $12.1M 0.48% +120,151 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; 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; 2026Q3: 287,611 shares 287,611 $11.1M 0.44% +34,671 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 30,734 shares 30,734 $10.9M 0.43% +3,980 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; 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; 2026Q3: 153,022 shares 153,022 $10.8M 0.43% +9,378 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; 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; 2026Q3: 45,742 shares 45,742 $10.7M 0.42% +42,135 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 99,656 shares 99,656 $10.4M 0.41% +26,574 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 39,372 shares 39,372 $10.3M 0.41% +7,152 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; 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; 2026Q3: 126,977 shares 126,977 $9.92M 0.39% +101,771 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 68,444 shares 68,444 $9.74M 0.38% +3,410 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 84,954 shares 84,954 $9.59M 0.38% +3,066 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; 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; 2026Q3: 71,053 shares 71,053 $9.58M 0.38% +66,348 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; 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; 2026Q3: 10,419 shares 10,419 $9.38M 0.37% +1,444 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; 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; 2026Q3: 10,078 shares 10,078 $9.3M 0.37% -57 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 57,085 shares 57,085 $9.29M 0.37% new 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; 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; 2026Q3: 5,064 shares 5,064 $9.17M 0.36% +4,360 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; 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; 2026Q3: 211,305 shares 211,305 $9.15M 0.36% +24,954 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 62,023 shares 62,023 $9.01M 0.36% -691 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 68,799 shares 68,799 $8.91M 0.35% +37,363 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 200,845 shares 200,845 $8.86M 0.35% +33,451 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 116,621 shares 116,621 $8.79M 0.35% -7,172 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 90,813 shares 90,813 $8.63M 0.34% new Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86,346 shares; 2025Q1: 146,749 shares; 2025Q2: 154,229 shares; 2025Q3: 165,033 shares; 2025Q4: 178,744 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 208,816 shares 208,816 $8.56M 0.34% new 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; 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; 2026Q3: 19,560 shares 19,560 $8.41M 0.33% -2,813 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 69,693 shares 69,693 $8.38M 0.33% +19,217 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; 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; 2026Q3: 9,008 shares 9,008 $8.2M 0.32% +2,559 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; 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; 2026Q3: 36,254 shares 36,254 $7.97M 0.32% +4,127 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 21,900 shares 21,900 $7.87M 0.31% +4,544 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,980 shares; 2026Q1: 308,845 shares; 2026Q2: 454,953 shares; 2026Q3: 609,920 shares 609,920 $7.65M 0.3% +154,967 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; 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; 2026Q3: 39,520 shares 39,520 $7.63M 0.3% +479 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; 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; 2026Q3: 208,608 shares 208,608 $7.5M 0.3% +61,914 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; 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; 2026Q3: 50,685 shares 50,685 $7.44M 0.29% -3,018 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; 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; 2026Q3: 7,791 shares 7,791 $7.41M 0.29% -985 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,701 shares; 2026Q2: 36,763 shares; 2026Q3: 35,885 shares 35,885 $7.4M 0.29% -878 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; 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; 2026Q3: 73,906 shares 73,906 $7.4M 0.29% +1,683 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; 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; 2026Q3: 27,457 shares 27,457 $7.25M 0.29% +10,573 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; 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; 2026Q3: 255,619 shares 255,619 $7.18M 0.28% +56,250 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; 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; 2026Q3: 186,002 shares 186,002 $6.97M 0.28% +166,032 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; 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; 2026Q3: 25,466 shares 25,466 $6.93M 0.27% +22,037 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,465 shares; 2025Q1: 102,570 shares; 2025Q2: 99,757 shares; 2025Q3: 100,327 shares; 2025Q4: 111,542 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 147,492 shares 147,492 $6.91M 0.27% new 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; 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; 2026Q3: 404,196 shares 404,196 $6.88M 0.27% -2,684 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 69,904 shares 69,904 $6.77M 0.27% +16,131 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; 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; 2026Q3: 23,655 shares 23,655 $6.73M 0.27% +4,147 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 32,920 shares 32,920 $6.72M 0.27% +6,627 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 66,577 shares 66,577 $6.64M 0.26% +5,248 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; 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; 2026Q3: 61,455 shares 61,455 $6.61M 0.26% +18,976 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 292,660 shares 292,660 $6.55M 0.26% +3,675 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; 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; 2026Q3: 49,274 shares 49,274 $6.52M 0.26% +2,942 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,927 shares 7,927 $6.43M 0.25% +1,092 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; 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; 2026Q3: 93,444 shares 93,444 $6.4M 0.25% +9,872 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,463 shares 11,463 $6.32M 0.25% +2,164 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; 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; 2026Q3: 81,748 shares 81,748 $6.32M 0.25% +31,707 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 56,328 shares 56,328 $6.31M 0.25% +806 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 27,629 shares 27,629 $6.31M 0.25% +2,364 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; 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; 2026Q3: 359,766 shares 359,766 $6.25M 0.25% -45,282 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; 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; 2026Q3: 114,118 shares 114,118 $6.21M 0.25% +24,199 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,798 shares 14,798 $6.16M 0.24% +790 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; 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; 2026Q3: 107,896 shares 107,896 $6.07M 0.24% +26,153 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; 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; 2026Q3: 36,891 shares 36,891 $6M 0.24% +5,826 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 49,613 shares 49,613 $5.95M 0.24% -520 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; 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; 2026Q3: 17,516 shares 17,516 $5.92M 0.23% +2,848 Timeline QSPT 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175,485 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 157,555 shares 157,555 $5.76M 0.23% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 45,311 shares 45,311 $5.68M 0.22% -7,360 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; 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; 2026Q3: 64,564 shares 64,564 $5.62M 0.22% -14,917 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; 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; 2026Q3: 119,577 shares 119,577 $5.6M 0.22% +4,602 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 19,406 shares 19,406 $5.34M 0.21% +1,236 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 64,235 shares 64,235 $5.21M 0.21% -8,125 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,580 shares; 2025Q1: 32,062 shares; 2025Q2: 26,622 shares; 2025Q3: 28,541 shares; 2025Q4: 29,068 shares; 2026Q1: 2,982 shares; 2026Q2: 2,900 shares; 2026Q3: 31,482 shares 31,482 $5.16M 0.2% +28,582 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; 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; 2026Q3: 10,075 shares 10,075 $5.15M 0.2% +3,370 Timeline QMMY 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 190,015 shares 190,015 $5.13M 0.2% new 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; 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; 2026Q3: 35,238 shares 35,238 $5.12M 0.2% +6,012 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; 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; 2026Q3: 13,941 shares 13,941 $5.12M 0.2% +2,122 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; 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; 2026Q3: 13,360 shares 13,360 $5.05M 0.2% -2,234 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 26,970 shares 26,970 $5.02M 0.2% -7,960 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; 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; 2026Q3: 81,478 shares 81,478 $5.01M 0.2% +56,861 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; 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; 2026Q3: 93,739 shares 93,739 $5.01M 0.2% +40,061 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 35,599 shares 35,599 $4.89M 0.19% +1,209 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; 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; 2026Q3: 26,033 shares 26,033 $4.77M 0.19% +3,612 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 25,253 shares 25,253 $4.75M 0.19% +888 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; 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; 2026Q3: 22,774 shares 22,774 $4.74M 0.19% +3,067 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; 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; 2026Q3: 46,635 shares 46,635 $4.72M 0.19% +8,470 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; 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; 2026Q3: 16,471 shares 16,471 $4.69M 0.19% +5,073 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; 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; 2026Q3: 91,436 shares 91,436 $4.56M 0.18% +81,436 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 47,671 shares 47,671 $4.51M 0.18% +36,846 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,678 shares 6,678 $4.48M 0.18% +69 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; 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; 2026Q3: 63,741 shares 63,741 $4.41M 0.17% +1,530 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88,295 shares; 2026Q2: 135,581 shares; 2026Q3: 225,027 shares 225,027 $4.33M 0.17% +89,446 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 23,202 shares 23,202 $4.31M 0.17% +1,649 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; 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; 2026Q3: 13,392 shares 13,392 $4.29M 0.17% +3,241 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; 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; 2026Q3: 86,523 shares 86,523 $4.28M 0.17% +62,422 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 63,079 shares 63,079 $4.21M 0.17% +51,429 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; 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; 2026Q3: 91,522 shares 91,522 $4.2M 0.17% +24,739 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; 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; 2026Q3: 150,238 shares 150,238 $4.18M 0.17% +54,482 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,913 shares; 2026Q3: 27,615 shares 27,615 $4.17M 0.16% +22,702 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; 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; 2026Q3: 232,078 shares 232,078 $4.08M 0.16% +701 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 23,997 shares 23,997 $4.06M 0.16% -512 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,026 shares; 2025Q1: 10,837 shares; 2025Q2: 2,834 shares; 2025Q3: 3,073 shares; 2025Q4: 3,060 shares; 2026Q1: not reported; 2026Q2: 536 shares; 2026Q3: 7,031 shares 7,031 $4M 0.16% +6,495 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94,146 shares; 2025Q1: 140,797 shares; 2025Q2: 122,499 shares; 2025Q3: 86,447 shares; 2025Q4: 91,429 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 86,764 shares 86,764 $3.94M 0.16% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 53,771 shares 53,771 $3.87M 0.15% +10,701 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,828 shares; 2025Q1: 43,928 shares; 2025Q2: 43,428 shares; 2025Q3: 43,428 shares; 2025Q4: 43,428 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 43,475 shares 43,475 $3.76M 0.15% new 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; 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; 2026Q3: 194,074 shares 194,074 $3.75M 0.15% +4,702 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; 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; 2026Q3: 59,696 shares 59,696 $3.73M 0.15% +3,346 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; 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; 2026Q3: 13,248 shares 13,248 $3.71M 0.15% +668 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; 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; 2026Q3: 26,909 shares 26,909 $3.71M 0.15% +2,198 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; 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; 2026Q3: 6,834 shares 6,834 $3.68M 0.15% -207 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; 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; 2026Q3: 61,694 shares 61,694 $3.66M 0.14% -10,293 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; 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; 2026Q3: 97,693 shares 97,693 $3.6M 0.14% -20,795 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,277 shares; 2026Q2: 57,072 shares; 2026Q3: 136,642 shares 136,642 $3.58M 0.14% +79,570 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; 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; 2026Q3: 90,738 shares 90,738 $3.58M 0.14% +19,174 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; 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; 2026Q3: 46,813 shares 46,813 $3.58M 0.14% -724 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; 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; 2026Q3: 109,784 shares 109,784 $3.56M 0.14% -9,015 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 34,955 shares 34,955 $3.54M 0.14% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 123,196 shares 123,196 $3.51M 0.14% +32,698 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 41,022 shares 41,022 $3.5M 0.14% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 25,038 shares 25,038 $3.45M 0.14% -3,931 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; 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; 2026Q3: 67,570 shares 67,570 $3.41M 0.13% +21,189 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,016 shares; 2026Q3: 73,801 shares 73,801 $3.41M 0.13% +30,785 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; 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; 2026Q3: 78,585 shares 78,585 $3.4M 0.13% -4,437 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 18,227 shares 18,227 $3.35M 0.13% +3,238 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; 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; 2026Q3: 60,051 shares 60,051 $3.27M 0.13% +7,635 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; 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; 2026Q3: 37,473 shares 37,473 $3.23M 0.13% +5,415 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 30,989 shares 30,989 $3.22M 0.13% -1,629 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; 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; 2026Q3: 7,875 shares 7,875 $3.2M 0.13% +1,754 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,315 shares; 2026Q3: 65,523 shares 65,523 $3.15M 0.12% +3,208 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; 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; 2026Q3: 115,889 shares 115,889 $3.15M 0.12% +19,563 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,003 shares 10,003 $3.12M 0.12% +1,554 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 23,051 shares 23,051 $3.09M 0.12% +6,178 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; 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; 2026Q3: 128,469 shares 128,469 $3.07M 0.12% +711 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; 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; 2026Q3: 94,061 shares 94,061 $3.06M 0.12% +23,814 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,510 shares; 2026Q3: 118,752 shares 118,752 $3.05M 0.12% +91,242 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,245 shares; 2025Q1: 22,789 shares; 2025Q2: 105,346 shares; 2025Q3: 130,124 shares; 2025Q4: 130,806 shares; 2026Q1: 15,048 shares; 2026Q2: 16,666 shares; 2026Q3: 161,005 shares 161,005 $3.04M 0.12% +144,339 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; 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; 2026Q3: 45,220 shares 45,220 $2.98M 0.12% +35,253 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,252 shares 15,252 $2.97M 0.12% +7,790 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; 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; 2026Q3: 119,552 shares 119,552 $2.92M 0.12% +11,372 Timeline DDTO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 273,900 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 121,133 shares 121,133 $2.87M 0.11% new 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; 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; 2026Q3: 30,936 shares 30,936 $2.77M 0.11% +2,855 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; 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; 2026Q3: 18,414 shares 18,414 $2.74M 0.11% +1,808 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 19,916 shares 19,916 $2.71M 0.11% +1,643 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,218 shares 10,218 $2.71M 0.11% -68 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,575 shares 11,575 $2.66M 0.11% +3,338 Timeline BRSV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 62,312 shares 62,312 $2.66M 0.1% new Timeline FIRST TR EXCHNG TRADED FD VI 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 86,204 shares 86,204 $2.65M 0.1% new APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 30,640 shares 30,640 $2.58M 0.1% +21,331 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; 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; 2026Q3: 42,386 shares 42,386 $2.57M 0.1% +10,439 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; 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; 2026Q3: 32,090 shares 32,090 $2.57M 0.1% +2,566 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; 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; 2026Q3: 42,943 shares 42,943 $2.56M 0.1% +4,862 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; 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; 2026Q3: 23,344 shares 23,344 $2.54M 0.1% -212 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; 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; 2026Q3: 27,055 shares 27,055 $2.54M 0.1% -493 Timeline DBO INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,950 shares; 2025Q1: 13,950 shares; 2025Q2: 13,950 shares; 2025Q3: 13,950 shares; 2025Q4: 13,950 shares; 2026Q1: 13,800 shares; 2026Q2: 13,800 shares; 2026Q3: 106,641 shares 106,641 $2.53M 0.1% +92,841 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; 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; 2026Q3: 104,657 shares 104,657 $2.51M 0.1% +7,072 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; 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; 2026Q3: 22,560 shares 22,560 $2.5M 0.1% +5,746 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,122 shares; 2026Q3: 67,696 shares 67,696 $2.46M 0.1% +32,574 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; 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; 2026Q3: 44,713 shares 44,713 $2.46M 0.1% +7,635 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; 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; 2026Q3: 3,630 shares 3,630 $2.45M 0.1% +747 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; 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; 2026Q3: 62,593 shares 62,593 $2.45M 0.1% +32,187 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,359 shares; 2026Q2: 1,382 shares; 2026Q3: 1,389 shares 1,389 $2.42M 0.1% +7 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; 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; 2026Q3: 53,932 shares 53,932 $2.4M 0.1% +9,397 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; 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; 2026Q3: 67,263 shares 67,263 $2.4M 0.09% +5,990 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; 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; 2026Q3: 48,698 shares 48,698 $2.39M 0.09% +5,767 Timeline JGRO 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; 2024Q4: 7,391 shares; 2025Q1: 24,898 shares; 2025Q2: 14,059 shares; 2025Q3: 15,184 shares; 2025Q4: 18,760 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 24,669 shares 24,669 $2.38M 0.09% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,700 shares 10,700 $2.38M 0.09% +1,037 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 29,729 shares 29,729 $2.35M 0.09% +1,835 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,952 shares 5,952 $2.27M 0.09% +2,260 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,651 shares 2,651 $2.26M 0.09% +1,686 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,786 shares 9,786 $2.26M 0.09% +2,496 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; 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; 2026Q3: 13,457 shares 13,457 $2.25M 0.09% -4,838 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,428 shares; 2025Q1: 57,459 shares; 2025Q2: 59,464 shares; 2025Q3: 61,953 shares; 2025Q4: 48,845 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 60,734 shares 60,734 $2.24M 0.09% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,350 shares; 2025Q1: 12,613 shares; 2025Q2: 11,319 shares; 2025Q3: 9,875 shares; 2025Q4: 9,723 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,133 shares 6,133 $2.22M 0.09% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 21,924 shares 21,924 $2.21M 0.09% -4,362 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,219 shares; 2025Q1: 962 shares; 2025Q2: 585 shares; 2025Q3: 613 shares; 2025Q4: 577 shares; 2026Q1: 520 shares; 2026Q2: 743 shares; 2026Q3: 776 shares 776 $2.2M 0.09% +33 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; 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; 2026Q3: 83,390 shares 83,390 $2.18M 0.09% +25,593 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,046 shares 14,046 $2.16M 0.09% +3,714 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; 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; 2026Q3: 4,236 shares 4,236 $2.15M 0.09% +530 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; 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; 2026Q3: 7,067 shares 7,067 $2.15M 0.08% +556 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; 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; 2026Q3: 17,454 shares 17,454 $2.15M 0.08% -6,004 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; 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; 2026Q3: 44,940 shares 44,940 $2.12M 0.08% -3,043 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,566 shares; 2026Q3: 35,049 shares 35,049 $2.12M 0.08% -5,517 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; 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; 2026Q3: 9,123 shares 9,123 $2.11M 0.08% +1,183 Timeline JPUS 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; 2024Q4: 2,075 shares; 2025Q1: 2,035 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,513 shares 15,513 $2.11M 0.08% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,224 shares 8,224 $2.1M 0.08% +1,575 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 19,596 shares 19,596 $2.09M 0.08% +1,657 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,575 shares 16,575 $2.07M 0.08% +6,782 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 25,459 shares 25,459 $2.07M 0.08% +6,257 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; 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; 2026Q3: 3,206 shares 3,206 $2.06M 0.08% +1,853 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 40,098 shares 40,098 $2.05M 0.08% -4,164 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,339 shares; 2025Q1: 40,427 shares; 2025Q2: 44,250 shares; 2025Q3: 43,912 shares; 2025Q4: 45,288 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 72,872 shares 72,872 $2.05M 0.08% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,628 shares; 2026Q2: 27,946 shares; 2026Q3: 41,395 shares 41,395 $2.03M 0.08% +13,449 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; 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; 2026Q3: 12,988 shares 12,988 $2.02M 0.08% -11,575 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,177 shares 6,177 $2.01M 0.08% -43 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,995 shares 6,995 $1.99M 0.08% +645 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; 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; 2026Q3: 18,861 shares 18,861 $1.98M 0.08% +4,951 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; 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; 2026Q3: 5,616 shares 5,616 $1.98M 0.08% +158 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; 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; 2026Q3: 65,847 shares 65,847 $1.98M 0.08% +26,491 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 25,949 shares 25,949 $1.96M 0.08% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 29,108 shares 29,108 $1.96M 0.08% +10,276 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; 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; 2026Q3: 29,281 shares 29,281 $1.95M 0.08% -1,617 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; 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; 2026Q3: 98,853 shares 98,853 $1.95M 0.08% +452 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,864 shares 7,864 $1.95M 0.08% +4,373 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,997 shares 6,997 $1.94M 0.08% -300 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; 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; 2026Q3: 10,173 shares 10,173 $1.94M 0.08% +1,952 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; 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; 2026Q3: 18,747 shares 18,747 $1.93M 0.08% +13,626 Timeline AVUV 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; 2024Q4: 9,345 shares; 2025Q1: 16,869 shares; 2025Q2: 15,199 shares; 2025Q3: 15,643 shares; 2025Q4: 16,600 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 16,331 shares 16,331 $1.92M 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; 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; 2026Q3: 24,400 shares 24,400 $1.91M 0.08% +5,244 Timeline JVAL 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; 2024Q4: not reported; 2025Q1: 34,479 shares; 2025Q2: 19,147 shares; 2025Q3: 21,334 shares; 2025Q4: 24,487 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 32,643 shares 32,643 $1.89M 0.07% new 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; 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; 2026Q3: 18,080 shares 18,080 $1.87M 0.07% +2,381 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 38,119 shares 38,119 $1.86M 0.07% +11,923 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; 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; 2026Q3: 75,349 shares 75,349 $1.84M 0.07% +415 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,100 shares; 2025Q4: 120,800 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 81,300 shares 81,300 $1.81M 0.07% new 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; 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; 2026Q3: 89,774 shares 89,774 $1.81M 0.07% +1,047 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; 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; 2026Q3: 210,750 shares 210,750 $1.81M 0.07% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 38,518 shares 38,518 $1.81M 0.07% +245 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 19,014 shares 19,014 $1.79M 0.07% +1,410 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; 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; 2026Q3: 100,232 shares 100,232 $1.77M 0.07% +313 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,467 shares; 2025Q1: 54,041 shares; 2025Q2: 6,730 shares; 2025Q3: 5,654 shares; 2025Q4: 4,291 shares; 2026Q1: 6,969 shares; 2026Q2: not reported; 2026Q3: 15,923 shares 15,923 $1.76M 0.07% new 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; 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; 2026Q3: 3,359 shares 3,359 $1.76M 0.07% +956 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; 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; 2026Q3: 10,369 shares 10,369 $1.75M 0.07% +3,064 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; 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; 2026Q3: 2,578 shares 2,578 $1.69M 0.07% +612 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,365 shares; 2026Q2: 1,578 shares; 2026Q3: 1,742 shares 1,742 $1.69M 0.07% +164 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 77,355 shares 77,355 $1.69M 0.07% +2,995 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; 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; 2026Q3: 11,075 shares 11,075 $1.69M 0.07% -125 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,152 shares 10,152 $1.69M 0.07% -7,915 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; 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; 2026Q3: 22,261 shares 22,261 $1.69M 0.07% +6,929 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; 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; 2026Q3: 5,813 shares 5,813 $1.68M 0.07% +278 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; 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; 2026Q3: 22,566 shares 22,566 $1.64M 0.07% -785 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; 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; 2026Q3: 16,715 shares 16,715 $1.63M 0.06% +1,923 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; 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; 2026Q3: 29,544 shares 29,544 $1.63M 0.06% +2,631 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,055 shares; 2025Q1: 4,166 shares; 2025Q2: 3,586 shares; 2025Q3: 2,475 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,458 shares; 2026Q3: 13,406 shares 13,406 $1.63M 0.06% +10,948 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,535 shares 1,535 $1.62M 0.06% +288 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,572 shares 17,572 $1.62M 0.06% +1,126 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,685 shares; 2026Q2: 28,860 shares; 2026Q3: 33,765 shares 33,765 $1.6M 0.06% +4,905 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; 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; 2026Q3: 4,109 shares 4,109 $1.59M 0.06% +2,362 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,552 shares 1,552 $1.57M 0.06% +47 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; 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; 2026Q3: 22,370 shares 22,370 $1.57M 0.06% +2,198 Timeline OILK PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,639 shares; 2026Q3: 26,908 shares 26,908 $1.56M 0.06% +269 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 22,014 shares 22,014 $1.56M 0.06% -372 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; 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; 2026Q3: 5,380 shares 5,380 $1.55M 0.06% -34 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; 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; 2026Q3: 67,058 shares 67,058 $1.55M 0.06% -2,717 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 942 shares; 2025Q3: 939 shares; 2025Q4: 874 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 937 shares 937 $1.55M 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; 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; 2026Q3: 52,436 shares 52,436 $1.55M 0.06% +15,202 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; 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; 2026Q3: 34,815 shares 34,815 $1.55M 0.06% -542 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; 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; 2026Q3: 6,669 shares 6,669 $1.54M 0.06% -5,140 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,409 shares 9,409 $1.54M 0.06% +555 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; 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; 2026Q3: 3,376 shares 3,376 $1.53M 0.06% +1,170 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 34,605 shares 34,605 $1.52M 0.06% -1,743 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; 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; 2026Q3: 7,462 shares 7,462 $1.52M 0.06% +1,943 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,611 shares 9,611 $1.52M 0.06% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,928 shares 11,928 $1.51M 0.06% +1,461 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,307 shares; 2026Q2: 12,865 shares; 2026Q3: 16,870 shares 16,870 $1.51M 0.06% +4,005 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,060 shares; 2025Q1: 9,582 shares; 2025Q2: not reported; 2025Q3: 7,136 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,110 shares 5,110 $1.51M 0.06% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,130 shares; 2026Q2: 4,594 shares; 2026Q3: 9,241 shares 9,241 $1.49M 0.06% +4,647 Timeline WCBR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 32,581 shares 32,581 $1.49M 0.06% new 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; 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; 2026Q3: 6,976 shares 6,976 $1.47M 0.06% +697 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; 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; 2026Q3: 127,091 shares 127,091 $1.47M 0.06% -6,454 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,478 shares 3,478 $1.47M 0.06% -176 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 40,306 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,482 shares; 2026Q1: 18,323 shares; 2026Q2: not reported; 2026Q3: 13,343 shares 13,343 $1.46M 0.06% new 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; 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; 2026Q3: 23,251 shares 23,251 $1.46M 0.06% -1,656 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,021 shares 7,021 $1.45M 0.06% -68 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,650 shares; 2026Q1: 7,000 shares; 2026Q2: 16,700 shares; 2026Q3: 28,630 shares 28,630 $1.44M 0.06% +11,930 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 73,900 shares 73,900 $1.44M 0.06% new 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; 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; 2026Q3: 5,984 shares 5,984 $1.44M 0.06% +353 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,349 shares; 2025Q1: 10,232 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,314 shares 15,314 $1.44M 0.06% new 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; 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; 2026Q3: 29,255 shares 29,255 $1.44M 0.06% +274 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 30,881 shares 30,881 $1.44M 0.06% +4,188 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; 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; 2026Q3: 5,277 shares 5,277 $1.44M 0.06% +791 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; 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; 2026Q3: 105,076 shares 105,076 $1.43M 0.06% +19,869 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; 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; 2026Q3: 2,804 shares 2,804 $1.43M 0.06% +960 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,002 shares 3,002 $1.42M 0.06% +734 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; 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; 2026Q3: 29,822 shares 29,822 $1.41M 0.06% +11,682 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,630 shares; 2025Q1: 93,958 shares; 2025Q2: 68,919 shares; 2025Q3: 68,151 shares; 2025Q4: 69,373 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 27,378 shares 27,378 $1.41M 0.06% new 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; 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; 2026Q3: 9,750 shares 9,750 $1.41M 0.06% +5,377 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20,780 shares 20,780 $1.41M 0.06% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,785 shares; 2026Q3: 6,633 shares 6,633 $1.4M 0.06% -152 Timeline GNR 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 18,783 shares 18,783 $1.39M 0.05% new 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; 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; 2026Q3: 22,559 shares 22,559 $1.38M 0.05% +9,956 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,564 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,086 shares 7,086 $1.37M 0.05% new 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; 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; 2026Q3: 16,355 shares 16,355 $1.36M 0.05% +2,252 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; 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; 2026Q3: 17,408 shares 17,408 $1.36M 0.05% +177 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; 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; 2026Q3: 5,363 shares 5,363 $1.36M 0.05% +2,379 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,804 shares; 2026Q3: 8,760 shares 8,760 $1.36M 0.05% +1,956 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; 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; 2026Q3: 15,760 shares 15,760 $1.35M 0.05% +835 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; 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; 2026Q3: 8,699 shares 8,699 $1.35M 0.05% +432 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; 2024Q4: not reported; 2025Q1: 3,018 shares; 2025Q2: 2,531 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,615 shares; 2026Q3: 9,074 shares 9,074 $1.32M 0.05% +459 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; 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; 2026Q3: 5,812 shares 5,812 $1.31M 0.05% +3,825 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,286 shares; 2026Q3: 43,782 shares 43,782 $1.31M 0.05% +2,496 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 25,553 shares 25,553 $1.3M 0.05% +194 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; 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; 2026Q3: 5,611 shares 5,611 $1.3M 0.05% +8 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 22,126 shares 22,126 $1.28M 0.05% +2,830 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; 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; 2026Q3: 11,803 shares 11,803 $1.27M 0.05% +1,364 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,184 shares; 2025Q1: 24,193 shares; 2025Q2: 4,245 shares; 2025Q3: 3,858 shares; 2025Q4: 3,564 shares; 2026Q1: 3,524 shares; 2026Q2: 3,334 shares; 2026Q3: 12,998 shares 12,998 $1.27M 0.05% +9,664 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,102 shares 12,102 $1.26M 0.05% +5,555 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,469 shares 8,469 $1.26M 0.05% +760 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,799 shares 24,799 $1.25M 0.05% -361 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,903 shares; 2025Q1: 35,832 shares; 2025Q2: 32,763 shares; 2025Q3: 32,463 shares; 2025Q4: 33,038 shares; 2026Q1: 6,165 shares; 2026Q2: 6,165 shares; 2026Q3: 19,341 shares 19,341 $1.25M 0.05% +13,176 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 21,400 shares; 2025Q2: 28,157 shares; 2025Q3: 47,368 shares; 2025Q4: 52,544 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 42,266 shares 42,266 $1.24M 0.05% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,534 shares 12,534 $1.24M 0.05% +3,524 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,989 shares; 2025Q1: 4,139 shares; 2025Q2: 15,780 shares; 2025Q3: 14,333 shares; 2025Q4: 14,142 shares; 2026Q1: not reported; 2026Q2: 2,799 shares; 2026Q3: 14,442 shares 14,442 $1.23M 0.05% +11,643 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; 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; 2026Q3: 28,038 shares 28,038 $1.23M 0.05% +2,608 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; 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; 2026Q3: 8,268 shares 8,268 $1.21M 0.05% +624 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; 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; 2026Q3: 6,570 shares 6,570 $1.21M 0.05% +340 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 38,063 shares 38,063 $1.21M 0.05% +859 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; 2024Q4: not reported; 2025Q1: 9,636 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 168,708 shares; 2026Q2: 178,092 shares; 2026Q3: 26,763 shares 26,763 $1.21M 0.05% -151,329 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 26,403 shares 26,403 $1.2M 0.05% +167 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,440 shares 10,440 $1.2M 0.05% +451 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; 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; 2026Q3: 36,127 shares 36,127 $1.2M 0.05% +127 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; 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; 2026Q3: 9,265 shares 9,265 $1.19M 0.05% -462 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,053 shares 12,053 $1.19M 0.05% +3,423 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,615 shares; 2026Q1: 57,729 shares; 2026Q2: 62,835 shares; 2026Q3: 64,018 shares 64,018 $1.19M 0.05% +1,183 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; 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; 2026Q3: 11,837 shares 11,837 $1.19M 0.05% +7,139 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,546 shares; 2025Q1: 1,913 shares; 2025Q2: 1,861 shares; 2025Q3: 1,616 shares; 2025Q4: 1,582 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,575 shares 1,575 $1.19M 0.05% new 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; 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; 2026Q3: 3,600 shares 3,600 $1.19M 0.05% -33 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,824 shares; 2025Q1: 10,771 shares; 2025Q2: 12,378 shares; 2025Q3: 12,409 shares; 2025Q4: 12,150 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,525 shares 19,525 $1.18M 0.05% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,644 shares; 2026Q3: 23,560 shares 23,560 $1.18M 0.05% +3,916 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,969 shares; 2026Q3: 23,095 shares 23,095 $1.18M 0.05% +1,126 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; 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; 2026Q3: 27,798 shares 27,798 $1.17M 0.05% +3,182 Timeline LQTI 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 65,037 shares 65,037 $1.17M 0.05% new Timeline FTQI 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; 2024Q4: not reported; 2025Q1: 52,748 shares; 2025Q2: 62,028 shares; 2025Q3: 55,728 shares; 2025Q4: 56,363 shares; 2026Q1: 17,618 shares; 2026Q2: 17,144 shares; 2026Q3: 52,823 shares 52,823 $1.17M 0.05% +35,679 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,554 shares 11,554 $1.17M 0.05% +304 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; 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; 2026Q3: 22,097 shares 22,097 $1.17M 0.05% -18,053 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,655 shares 7,655 $1.16M 0.05% +2,196 Timeline QMAG 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 44,200 shares 44,200 $1.16M 0.05% new 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; 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; 2026Q3: 3,495 shares 3,495 $1.16M 0.05% +1,009 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; 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; 2026Q3: 48,559 shares 48,559 $1.16M 0.05% +5,015 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,833 shares 5,833 $1.15M 0.05% -341 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; 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; 2026Q3: 11,826 shares 11,826 $1.15M 0.05% -147 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,884 shares; 2026Q3: 9,884 shares 9,884 $1.15M 0.05% 0 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; 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; 2026Q3: 22,442 shares 22,442 $1.14M 0.05% +7,861 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; 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; 2026Q3: 9,931 shares 9,931 $1.13M 0.04% -220 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,632 shares; 2025Q1: 41,597 shares; 2025Q2: 42,727 shares; 2025Q3: 43,743 shares; 2025Q4: 37,369 shares; 2026Q1: 37,078 shares; 2026Q2: 37,195 shares; 2026Q3: 114,562 shares 114,562 $1.11M 0.04% +77,367 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,978 shares 5,978 $1.11M 0.04% new Timeline BITI PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 63,038 shares 63,038 $1.11M 0.04% new 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; 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; 2026Q3: 11,804 shares 11,804 $1.11M 0.04% +2,450 Timeline WARP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 54,500 shares 54,500 $1.1M 0.04% new 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; 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; 2026Q3: 3,043 shares 3,043 $1.08M 0.04% +457 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,113 shares 3,113 $1.08M 0.04% -261 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,913 shares 7,913 $1.08M 0.04% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,191 shares 5,191 $1.08M 0.04% +408 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,219 shares; 2026Q2: 30,705 shares; 2026Q3: 30,801 shares 30,801 $1.07M 0.04% +96 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 113,000 shares 113,000 $1.07M 0.04% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,161 shares 8,161 $1.06M 0.04% +1,029 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,047 shares 2,047 $1.06M 0.04% +289 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,116 shares 7,116 $1.06M 0.04% +1,847 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,107 shares 3,107 $1.06M 0.04% -418 Timeline PSWD DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 21,884 shares 21,884 $1.05M 0.04% new 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; 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; 2026Q3: 16,392 shares 16,392 $1.05M 0.04% -4,500 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; 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; 2026Q3: 5,824 shares 5,824 $1.04M 0.04% +143 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; 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; 2026Q3: 42,820 shares 42,820 $1.04M 0.04% +16,959 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,086 shares; 2026Q2: 37,235 shares; 2026Q3: 33,187 shares 33,187 $1.04M 0.04% -4,048 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; 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; 2026Q3: 4,359 shares 4,359 $1.03M 0.04% +52 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,295 shares 12,295 $1.02M 0.04% +1,396 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 38,171 shares 38,171 $1.02M 0.04% new Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,719 shares; 2026Q2: not reported; 2026Q3: 14,112 shares 14,112 $1.01M 0.04% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,900 shares 9,900 $1.01M 0.04% -7,148 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,260 shares 6,260 $1.01M 0.04% -203 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,544 shares 11,544 $1.01M 0.04% +3 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; 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; 2026Q3: 21,687 shares 21,687 $998K 0.04% -1,234 Timeline PBQQ PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 30,523 shares 30,523 $989K 0.04% new 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; 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; 2026Q3: 2,776 shares 2,776 $987K 0.04% +375 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; 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; 2026Q3: 3,646 shares 3,646 $981K 0.04% +61 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,245 shares 10,245 $974K 0.04% -369 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; 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; 2026Q3: 12,593 shares 12,593 $970K 0.04% +2,029 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; 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; 2026Q3: 981 shares 981 $937K 0.04% +139 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; 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; 2026Q3: 4,663 shares 4,663 $936K 0.04% +2,477 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,249 shares 17,249 $933K 0.04% +23 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106,012 shares; 2025Q1: 125,072 shares; 2025Q2: 74,438 shares; 2025Q3: 33,026 shares; 2025Q4: 31,963 shares; 2026Q1: not reported; 2026Q2: 6,083 shares; 2026Q3: 28,423 shares 28,423 $927K 0.04% +22,340 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; 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; 2026Q3: 54,393 shares 54,393 $927K 0.04% +14,224 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; 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; 2026Q3: 42,400 shares 42,400 $923K 0.04% -146 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,670 shares 10,670 $921K 0.04% +1,831 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,455 shares; 2025Q3: 15,725 shares; 2025Q4: 14,472 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,119 shares 13,119 $914K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,176 shares; 2026Q2: 21,026 shares; 2026Q3: 21,193 shares 21,193 $913K 0.04% +167 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,551 shares; 2026Q2: 14,424 shares; 2026Q3: 14,505 shares 14,505 $912K 0.04% +81 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; 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; 2026Q3: 9,750 shares 9,750 $911K 0.04% +265 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; 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; 2026Q3: 6,075 shares 6,075 $906K 0.04% +856 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,839 shares 2,839 $901K 0.04% -6,345 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,969 shares; 2025Q1: 18,541 shares; 2025Q2: 10,486 shares; 2025Q3: 9,781 shares; 2025Q4: 10,161 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,464 shares 9,464 $899K 0.04% new 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; 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; 2026Q3: 4,032 shares 4,032 $896K 0.04% +1,187 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,789 shares; 2026Q3: 18,564 shares 18,564 $890K 0.04% +1,775 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; 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; 2026Q3: 8,662 shares 8,662 $885K 0.04% -245 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,759 shares 5,759 $882K 0.03% -287 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; 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; 2026Q3: 2,234 shares 2,234 $881K 0.03% +421 Timeline VBCB VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,682 shares 11,682 $875K 0.03% new 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; 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; 2026Q3: 2,199 shares 2,199 $872K 0.03% -181 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,162 shares 4,162 $870K 0.03% +1,262 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,760 shares; 2025Q4: 5,705 shares; 2026Q1: not reported; 2026Q2: 1,393 shares; 2026Q3: 5,736 shares 5,736 $870K 0.03% +4,343 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,009 shares 16,009 $867K 0.03% +3,529 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; 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; 2026Q3: 33,961 shares 33,961 $853K 0.03% +3,251 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; 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; 2026Q3: 3,135 shares 3,135 $852K 0.03% -280 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,321 shares; 2026Q3: 18,550 shares 18,550 $850K 0.03% +1,229 Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 79,484 shares 79,484 $849K 0.03% new 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; 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; 2026Q3: 6,305 shares 6,305 $849K 0.03% -5,387 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,663 shares 3,663 $843K 0.03% +506 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; 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; 2026Q3: 9,846 shares 9,846 $840K 0.03% +1,203 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; 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; 2026Q3: 26,265 shares 26,265 $839K 0.03% +3,546 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; 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; 2026Q3: 10,105 shares 10,105 $838K 0.03% +380 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 33,751 shares 33,751 $838K 0.03% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,304 shares 9,304 $831K 0.03% +448 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,799 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,176 shares 12,176 $827K 0.03% new 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; 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; 2026Q3: 3,229 shares 3,229 $825K 0.03% -2 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; 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; 2026Q3: 7,521 shares 7,521 $818K 0.03% +12 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,879 shares; 2025Q1: 10,989 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,695 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,789 shares 15,789 $809K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,668 shares; 2026Q1: 9,278 shares; 2026Q2: 9,077 shares; 2026Q3: 10,659 shares 10,659 $808K 0.03% +1,582 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; 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; 2026Q3: 31,983 shares 31,983 $800K 0.03% +248 Timeline SKHY SK HYNIX INC More: the full row for SK HYNIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,321 shares 4,321 $796K 0.03% new 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; 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; 2026Q3: 23,144 shares 23,144 $795K 0.03% -265 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; 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; 2026Q3: 2,867 shares 2,867 $794K 0.03% +452 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; 2024Q4: 680 shares; 2025Q1: 722 shares; 2025Q2: 683 shares; 2025Q3: 629 shares; 2025Q4: 664 shares; 2026Q1: 664 shares; 2026Q2: 664 shares; 2026Q3: 632 shares 632 $787K 0.03% -32 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; 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; 2026Q3: 6,658 shares 6,658 $773K 0.03% +44 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; 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; 2026Q3: 2,942 shares 2,942 $771K 0.03% +797 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,465 shares 2,465 $770K 0.03% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,376 shares 5,376 $766K 0.03% +490 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,039 shares; 2025Q1: 1,314 shares; 2025Q2: 864 shares; 2025Q3: 814 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,887 shares; 2026Q3: 3,841 shares 3,841 $766K 0.03% -46 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 35,537 shares; 2025Q2: 43,477 shares; 2025Q3: 52,587 shares; 2025Q4: 83,804 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,198 shares 19,198 $764K 0.03% new Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,993 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,232 shares 10,232 $763K 0.03% new 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; 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; 2026Q3: 38,569 shares 38,569 $762K 0.03% +3,446 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 24,169 shares 24,169 $755K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,181 shares; 2026Q3: 23,194 shares 23,194 $755K 0.03% -3,987 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; 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; 2026Q3: 1,553 shares 1,553 $751K 0.03% +44 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,894 shares; 2025Q3: 2,785 shares; 2025Q4: 2,842 shares; 2026Q1: not reported; 2026Q2: 3,908 shares; 2026Q3: 6,568 shares 6,568 $750K 0.03% +2,660 Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 28,500 shares 28,500 $743K 0.03% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,097 shares 3,097 $743K 0.03% +815 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,713 shares; 2026Q2: 10,350 shares; 2026Q3: 13,229 shares 13,229 $739K 0.03% +2,879 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; 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; 2026Q3: 2,229 shares 2,229 $736K 0.03% +275 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; 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; 2026Q3: 8,212 shares 8,212 $732K 0.03% -2,335 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,688 shares 15,688 $728K 0.03% +5,971 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,890 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,760 shares 2,760 $727K 0.03% new 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; 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; 2026Q3: 10,299 shares 10,299 $726K 0.03% +384 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,310 shares 4,310 $719K 0.03% +77 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; 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; 2026Q3: 6,378 shares 6,378 $718K 0.03% +1,766 Timeline FXR 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; 2024Q4: 7,650 shares; 2025Q1: 10,511 shares; 2025Q2: 7,916 shares; 2025Q3: 8,368 shares; 2025Q4: 8,689 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,800 shares 8,800 $717K 0.03% new 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; 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; 2026Q3: 3,196 shares 3,196 $711K 0.03% +421 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,722 shares; 2025Q2: 7,357 shares; 2025Q3: 6,529 shares; 2025Q4: 7,186 shares; 2026Q1: 6,346 shares; 2026Q2: 6,466 shares; 2026Q3: 14,412 shares 14,412 $700K 0.03% +7,946 Timeline CSNR COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,326 shares 19,326 $698K 0.03% 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; 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; 2026Q3: 8,641 shares 8,641 $696K 0.03% +574 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,859 shares; 2025Q2: 10,545 shares; 2025Q3: 10,964 shares; 2025Q4: 5,439 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,896 shares 3,896 $696K 0.03% new Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,811 shares 6,811 $696K 0.03% +1,540 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; 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; 2026Q3: 1,583 shares 1,583 $689K 0.03% +187 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,308 shares 7,308 $688K 0.03% +629 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; 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; 2026Q3: 9,442 shares 9,442 $688K 0.03% +1 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; 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; 2026Q3: 7,965 shares 7,965 $677K 0.03% -2,283 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; 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; 2026Q3: 2,068 shares 2,068 $674K 0.03% -334 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,017 shares; 2025Q2: 6,914 shares; 2025Q3: 5,889 shares; 2025Q4: 5,117 shares; 2026Q1: 3,357 shares; 2026Q2: 3,179 shares; 2026Q3: 4,270 shares 4,270 $669K 0.03% +1,091 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; 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; 2026Q3: 30,501 shares 30,501 $666K 0.03% -2,786 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,112 shares; 2025Q2: 9,182 shares; 2025Q3: 9,523 shares; 2025Q4: 11,256 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,881 shares 14,881 $664K 0.03% new 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; 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; 2026Q3: 26,648 shares 26,648 $664K 0.03% +1,182 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; 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; 2026Q3: 14,233 shares 14,233 $661K 0.03% -1,545 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,600 shares 3,600 $658K 0.03% -488 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; 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; 2026Q3: 21,817 shares 21,817 $658K 0.03% +2,620 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; 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; 2026Q3: 3,994 shares 3,994 $654K 0.03% +566 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; 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; 2026Q3: 1,665 shares 1,665 $647K 0.03% +286 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,517 shares; 2025Q1: 1,670 shares; 2025Q2: not reported; 2025Q3: 1,798 shares; 2025Q4: 1,974 shares; 2026Q1: 1,530 shares; 2026Q2: 1,203 shares; 2026Q3: 1,772 shares 1,772 $645K 0.03% +569 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; 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; 2026Q3: 2,134 shares 2,134 $640K 0.03% -1 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,917 shares 2,917 $640K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,002 shares; 2026Q3: 10,312 shares 10,312 $638K 0.03% +310 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; 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; 2026Q3: 3,033 shares 3,033 $637K 0.03% +216 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,157 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,331 shares 5,331 $636K 0.03% new 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; 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; 2026Q3: 34,305 shares 34,305 $631K 0.02% +3,943 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,981 shares; 2025Q1: 7,102 shares; 2025Q2: 3,530 shares; 2025Q3: 2,628 shares; 2025Q4: 2,463 shares; 2026Q1: 3,148 shares; 2026Q2: 2,370 shares; 2026Q3: 3,414 shares 3,414 $626K 0.02% +1,044 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,524 shares 5,524 $624K 0.02% -1,084 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; 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; 2026Q3: 7,099 shares 7,099 $623K 0.02% -6,823 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,891 shares; 2025Q1: 3,091 shares; 2025Q2: 2,948 shares; 2025Q3: 2,702 shares; 2025Q4: 2,698 shares; 2026Q1: 1,702 shares; 2026Q2: 1,725 shares; 2026Q3: 2,859 shares 2,859 $622K 0.02% +1,134 Timeline LMBS 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,836 shares 12,836 $622K 0.02% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,976 shares; 2025Q1: 16,511 shares; 2025Q2: 15,607 shares; 2025Q3: 13,837 shares; 2025Q4: 11,277 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,320 shares 11,320 $621K 0.02% new Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 680 shares; 2025Q1: 853 shares; 2025Q2: 923 shares; 2025Q3: 820 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,658 shares 1,658 $619K 0.02% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,645 shares 2,645 $618K 0.02% +130 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,437 shares; 2025Q1: 5,218 shares; 2025Q2: 3,357 shares; 2025Q3: 2,931 shares; 2025Q4: 2,991 shares; 2026Q1: 1,731 shares; 2026Q2: 1,546 shares; 2026Q3: 2,897 shares 2,897 $610K 0.02% +1,351 Timeline RPG 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; 2024Q4: 15,444 shares; 2025Q1: 41,812 shares; 2025Q2: 10,987 shares; 2025Q3: 10,922 shares; 2025Q4: 10,432 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,432 shares 10,432 $609K 0.02% new Timeline