IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,115 shares; 2024Q4: 100,246 shares; 2025Q1: 98,528 shares; 2025Q2: 100,130 shares; 2025Q3: 104,298 shares; 2025Q4: 105,752 shares; 2026Q1: 112,407 shares; 2026Q2: 105,678 shares 105,678 $79.1M 17.45% -6,729 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379,796 shares; 2024Q4: 504,172 shares; 2025Q1: 528,237 shares; 2025Q2: 657,734 shares; 2025Q3: 701,789 shares; 2025Q4: 733,148 shares; 2026Q1: 706,647 shares; 2026Q2: 717,249 shares 717,249 $28.5M 6.28% +10,602 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,844 shares; 2024Q4: 243,640 shares; 2025Q1: 246,799 shares; 2025Q2: 289,906 shares; 2025Q3: 310,901 shares; 2025Q4: 317,152 shares; 2026Q1: 290,369 shares; 2026Q2: 262,556 shares 262,556 $26.9M 5.92% -27,813 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,008 shares; 2024Q4: 23,246 shares; 2025Q1: 25,535 shares; 2025Q2: 31,410 shares; 2025Q3: 39,687 shares; 2025Q4: 41,326 shares; 2026Q1: 260,379 shares; 2026Q2: 239,990 shares 239,990 $23.6M 5.2% -20,389 Timeline DABS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253,474 shares; 2025Q4: 276,379 shares; 2026Q1: 333,511 shares; 2026Q2: 365,172 shares 365,172 $18.5M 4.08% +31,661 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 173,934 shares; 2026Q2: 309,484 shares 309,484 $14.3M 3.14% +135,550 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,318 shares; 2024Q4: 27,113 shares; 2025Q1: 27,433 shares; 2025Q2: 28,475 shares; 2025Q3: 32,138 shares; 2025Q4: 33,080 shares; 2026Q1: 35,260 shares; 2026Q2: 135,400 shares 135,400 $10.9M 2.41% +100,140 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,190 shares; 2025Q4: 26,398 shares; 2026Q1: 404,281 shares; 2026Q2: 382,037 shares 382,037 $10.8M 2.37% -22,244 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,072 shares; 2024Q4: 88,361 shares; 2025Q1: 77,294 shares; 2025Q2: 66,125 shares; 2025Q3: 65,153 shares; 2025Q4: 62,897 shares; 2026Q1: 49,363 shares; 2026Q2: 48,193 shares 48,193 $9.64M 2.13% -1,170 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,269 shares; 2024Q4: 64,942 shares; 2025Q1: 63,212 shares; 2025Q2: 74,947 shares; 2025Q3: 72,191 shares; 2025Q4: 73,330 shares; 2026Q1: 77,300 shares; 2026Q2: 79,718 shares 79,718 $8.79M 1.94% +2,418 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,822 shares; 2024Q4: 80,077 shares; 2025Q1: 74,559 shares; 2025Q2: 89,428 shares; 2025Q3: 94,839 shares; 2025Q4: 111,062 shares; 2026Q1: 84,259 shares; 2026Q2: 94,890 shares 94,890 $8.7M 1.92% +10,631 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,506 shares; 2024Q4: 31,312 shares; 2025Q1: 31,882 shares; 2025Q2: 33,928 shares; 2025Q3: 46,196 shares; 2025Q4: 49,074 shares; 2026Q1: 57,523 shares; 2026Q2: 57,357 shares 57,357 $7.14M 1.57% -166 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,371 shares 10,371 $7.12M 1.57% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,884 shares; 2024Q4: 31,481 shares; 2025Q1: 28,310 shares; 2025Q2: 27,903 shares; 2025Q3: 27,195 shares; 2025Q4: 25,745 shares; 2026Q1: 24,299 shares; 2026Q2: 24,156 shares 24,156 $6.99M 1.54% -143 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,336 shares; 2024Q4: 79,912 shares; 2025Q1: 80,849 shares; 2025Q2: 65,104 shares; 2025Q3: 62,474 shares; 2025Q4: 61,671 shares; 2026Q1: 60,870 shares; 2026Q2: 60,856 shares 60,856 $6.7M 1.48% -14 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,566 shares; 2024Q4: 19,672 shares; 2025Q1: 21,142 shares; 2025Q2: 34,445 shares; 2025Q3: 36,106 shares; 2025Q4: 38,312 shares; 2026Q1: 41,567 shares; 2026Q2: 81,014 shares 81,014 $6.67M 1.47% +39,447 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,194 shares; 2024Q4: 29,978 shares; 2025Q1: 36,500 shares; 2025Q2: 59,549 shares; 2025Q3: 70,646 shares; 2025Q4: 77,812 shares; 2026Q1: 104,264 shares; 2026Q2: 101,160 shares 101,160 $6.63M 1.46% -3,104 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,053 shares; 2024Q4: 51,249 shares; 2025Q1: 49,580 shares; 2025Q2: 61,071 shares; 2025Q3: 62,246 shares; 2025Q4: 62,401 shares; 2026Q1: 101,691 shares; 2026Q2: 111,463 shares 111,463 $6.3M 1.39% +9,772 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,721 shares; 2024Q4: 16,044 shares; 2025Q1: 15,459 shares; 2025Q2: 12,370 shares; 2025Q3: 10,246 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,918 shares 37,918 $4.71M 1.04% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,257 shares; 2024Q4: 65,440 shares; 2025Q1: 65,612 shares; 2025Q2: 65,165 shares; 2025Q3: 56,846 shares; 2025Q4: 54,281 shares; 2026Q1: 51,726 shares; 2026Q2: 51,589 shares 51,589 $4.68M 1.03% -137 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,888 shares; 2024Q4: 41,309 shares; 2025Q1: 43,082 shares; 2025Q2: 38,750 shares; 2025Q3: 41,898 shares; 2025Q4: 43,581 shares; 2026Q1: 46,470 shares; 2026Q2: 45,346 shares 45,346 $4.38M 0.97% -1,124 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,625 shares; 2025Q3: 17,852 shares; 2025Q4: 18,258 shares; 2026Q1: 20,008 shares; 2026Q2: 17,671 shares 17,671 $4.28M 0.94% -2,337 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,529 shares; 2024Q4: 25,358 shares; 2025Q1: 24,562 shares; 2025Q2: 22,996 shares; 2025Q3: 22,497 shares; 2025Q4: 22,527 shares; 2026Q1: 21,030 shares; 2026Q2: 20,925 shares 20,925 $4.24M 0.94% -105 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,210 shares; 2024Q4: 21,525 shares; 2025Q1: 20,437 shares; 2025Q2: 20,237 shares; 2025Q3: 17,038 shares; 2025Q4: 16,123 shares; 2026Q1: 13,565 shares; 2026Q2: 13,607 shares 13,607 $4.09M 0.9% +42 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,773 shares; 2024Q4: 93,830 shares; 2025Q1: 94,333 shares; 2025Q2: 100,149 shares; 2025Q3: 100,839 shares; 2025Q4: 101,424 shares; 2026Q1: 112,874 shares; 2026Q2: 128,813 shares 128,813 $4.08M 0.9% +15,939 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,230 shares; 2024Q4: 22,715 shares; 2025Q1: 21,939 shares; 2025Q2: 22,842 shares; 2025Q3: 22,705 shares; 2025Q4: 22,025 shares; 2026Q1: 26,842 shares; 2026Q2: 27,769 shares 27,769 $4.07M 0.9% +927 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,566 shares; 2024Q4: 23,227 shares; 2025Q1: 28,871 shares; 2025Q2: 50,446 shares; 2025Q3: 63,543 shares; 2025Q4: 68,603 shares; 2026Q1: 85,552 shares; 2026Q2: 82,292 shares 82,292 $3.91M 0.86% -3,260 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,314 shares; 2024Q4: 36,617 shares; 2025Q1: 32,591 shares; 2025Q2: 31,505 shares; 2025Q3: 31,603 shares; 2025Q4: 32,206 shares; 2026Q1: 38,900 shares; 2026Q2: 40,324 shares 40,324 $3.81M 0.84% +1,424 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,772 shares; 2024Q4: 10,615 shares; 2025Q1: 10,564 shares; 2025Q2: 11,026 shares; 2025Q3: 11,041 shares; 2025Q4: 11,073 shares; 2026Q1: 10,414 shares; 2026Q2: 10,149 shares 10,149 $3.76M 0.83% -265 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,017 shares; 2026Q2: 12,164 shares 12,164 $3.69M 0.81% +1,147 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,801 shares; 2024Q4: 17,294 shares; 2025Q1: 16,462 shares; 2025Q2: 19,524 shares; 2025Q3: 19,906 shares; 2025Q4: 20,112 shares; 2026Q1: 47,536 shares; 2026Q2: 59,622 shares 59,622 $3.66M 0.81% +12,086 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,931 shares; 2024Q4: 26,232 shares; 2025Q1: 26,797 shares; 2025Q2: 38,814 shares; 2025Q3: 44,050 shares; 2025Q4: 45,262 shares; 2026Q1: 50,488 shares; 2026Q2: 47,726 shares 47,726 $3.65M 0.81% -2,762 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,544 shares; 2024Q4: 89,851 shares; 2025Q1: 91,373 shares; 2025Q2: 93,931 shares; 2025Q3: 106,786 shares; 2025Q4: 106,412 shares; 2026Q1: 113,163 shares; 2026Q2: 111,395 shares 111,395 $3.55M 0.78% -1,768 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,565 shares; 2024Q4: 24,163 shares; 2025Q1: 25,384 shares; 2025Q2: 27,138 shares; 2025Q3: 26,568 shares; 2025Q4: 26,161 shares; 2026Q1: 25,068 shares; 2026Q2: 24,865 shares 24,865 $3.4M 0.75% -203 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,502 shares; 2024Q4: 16,481 shares; 2025Q1: 17,824 shares; 2025Q2: 16,770 shares; 2025Q3: 13,458 shares; 2025Q4: 12,954 shares; 2026Q1: 11,274 shares; 2026Q2: 11,150 shares 11,150 $3.38M 0.75% -124 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 204,976 shares; 2026Q2: 184,952 shares 184,952 $3.31M 0.73% -20,024 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,904 shares; 2024Q4: 26,342 shares; 2025Q1: 25,522 shares; 2025Q2: 26,008 shares; 2025Q3: 24,452 shares; 2025Q4: 25,699 shares; 2026Q1: 27,051 shares; 2026Q2: 29,199 shares 29,199 $3.31M 0.73% +2,148 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,565 shares; 2024Q4: 15,521 shares; 2025Q1: 20,182 shares; 2025Q2: 18,624 shares; 2025Q3: 15,467 shares; 2025Q4: 15,498 shares; 2026Q1: 30,588 shares; 2026Q2: 31,454 shares 31,454 $3.11M 0.69% +866 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,721 shares; 2024Q4: 78,424 shares; 2025Q1: 76,354 shares; 2025Q2: 62,135 shares; 2025Q3: 74,046 shares; 2025Q4: 78,323 shares; 2026Q1: 98,266 shares; 2026Q2: 108,173 shares 108,173 $2.96M 0.65% +9,907 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,141 shares; 2024Q4: 45,424 shares; 2025Q1: 42,735 shares; 2025Q2: 38,298 shares; 2025Q3: 32,403 shares; 2025Q4: 32,203 shares; 2026Q1: 31,056 shares; 2026Q2: 32,705 shares 32,705 $2.91M 0.64% +1,649 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,804 shares; 2024Q4: 13,121 shares; 2025Q1: 12,372 shares; 2025Q2: 12,124 shares; 2025Q3: 12,570 shares; 2025Q4: 12,056 shares; 2026Q1: 11,976 shares; 2026Q2: 11,985 shares 11,985 $2.86M 0.63% +9 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323,001 shares; 2024Q4: 240,883 shares; 2025Q1: 235,690 shares; 2025Q2: 238,767 shares; 2025Q3: 66,509 shares; 2025Q4: 54,937 shares; 2026Q1: 43,318 shares; 2026Q2: 34,744 shares 34,744 $2.85M 0.63% -8,574 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,752 shares; 2024Q4: 10,709 shares; 2025Q1: 12,054 shares; 2025Q2: 12,511 shares; 2025Q3: 11,308 shares; 2025Q4: not reported; 2026Q1: 40,249 shares; 2026Q2: 38,925 shares 38,925 $2.77M 0.61% -1,324 Timeline FMAG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,866 shares; 2024Q4: 118,805 shares; 2025Q1: 114,731 shares; 2025Q2: 114,040 shares; 2025Q3: 112,729 shares; 2025Q4: 111,617 shares; 2026Q1: 75,728 shares; 2026Q2: 67,348 shares 67,348 $2.48M 0.55% -8,380 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,004 shares; 2024Q4: 14,975 shares; 2025Q1: 14,221 shares; 2025Q2: 17,044 shares; 2025Q3: 16,155 shares; 2025Q4: 15,960 shares; 2026Q1: 14,854 shares; 2026Q2: 14,906 shares 14,906 $2.47M 0.54% +52 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,138 shares; 2024Q4: 151,383 shares; 2025Q1: 156,204 shares; 2025Q2: 168,130 shares; 2025Q3: 183,190 shares; 2025Q4: 195,417 shares; 2026Q1: 216,676 shares; 2026Q2: 210,929 shares 210,929 $2.38M 0.52% -5,747 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,888 shares; 2025Q3: 36,804 shares; 2025Q4: 40,226 shares; 2026Q1: 43,250 shares; 2026Q2: 44,310 shares 44,310 $2.26M 0.5% +1,060 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,913 shares; 2024Q4: 23,385 shares; 2025Q1: 23,049 shares; 2025Q2: 23,278 shares; 2025Q3: 21,000 shares; 2025Q4: 20,345 shares; 2026Q1: 20,088 shares; 2026Q2: 38,538 shares 38,538 $2.16M 0.48% +18,450 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,545 shares; 2024Q4: 26,883 shares; 2025Q1: 26,799 shares; 2025Q2: 24,509 shares; 2025Q3: 20,068 shares; 2025Q4: 19,816 shares; 2026Q1: 13,228 shares; 2026Q2: 11,491 shares 11,491 $2.16M 0.48% -1,737 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,718 shares; 2024Q4: 45,842 shares; 2025Q1: 44,615 shares; 2025Q2: 44,341 shares; 2025Q3: 44,418 shares; 2025Q4: 43,817 shares; 2026Q1: 52,218 shares; 2026Q2: 49,674 shares 49,674 $2.03M 0.45% -2,544 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,756 shares; 2024Q4: 27,909 shares; 2025Q1: 30,734 shares; 2025Q2: 34,274 shares; 2025Q3: 29,584 shares; 2025Q4: 30,926 shares; 2026Q1: 30,852 shares; 2026Q2: 31,085 shares 31,085 $1.87M 0.41% +233 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,500 shares; 2024Q4: 62,615 shares; 2025Q1: 64,925 shares; 2025Q2: 81,857 shares; 2025Q3: 92,429 shares; 2025Q4: 97,897 shares; 2026Q1: 98,885 shares; 2026Q2: 98,751 shares 98,751 $1.86M 0.41% -134 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,178 shares; 2024Q4: 16,775 shares; 2025Q1: 17,989 shares; 2025Q2: 17,989 shares; 2025Q3: 17,799 shares; 2025Q4: 17,531 shares; 2026Q1: 24,882 shares; 2026Q2: 23,650 shares 23,650 $1.79M 0.39% -1,232 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,718 shares; 2024Q4: 44,162 shares; 2025Q1: 42,704 shares; 2025Q2: 43,890 shares; 2025Q3: 49,439 shares; 2025Q4: 57,994 shares; 2026Q1: 27,066 shares; 2026Q2: 27,206 shares 27,206 $1.59M 0.35% +140 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,848 shares; 2026Q2: 16,243 shares 16,243 $1.57M 0.35% +395 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,102 shares; 2024Q4: 30,102 shares; 2025Q1: 30,102 shares; 2025Q2: 30,102 shares; 2025Q3: 29,860 shares; 2025Q4: 29,860 shares; 2026Q1: 29,860 shares; 2026Q2: 29,860 shares 29,860 $1.54M 0.34% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,971 shares; 2024Q4: 34,108 shares; 2025Q1: 33,260 shares; 2025Q2: 16,262 shares; 2025Q3: 15,854 shares; 2025Q4: 16,732 shares; 2026Q1: 17,255 shares; 2026Q2: 17,474 shares 17,474 $1.51M 0.33% +219 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,981 shares; 2024Q4: 66,395 shares; 2025Q1: 57,908 shares; 2025Q2: 32,900 shares; 2025Q3: 25,774 shares; 2025Q4: 25,080 shares; 2026Q1: 21,262 shares; 2026Q2: 19,905 shares 19,905 $1.51M 0.33% -1,357 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,169 shares; 2024Q4: 18,002 shares; 2025Q1: 17,822 shares; 2025Q2: 18,367 shares; 2025Q3: 19,109 shares; 2025Q4: 20,305 shares; 2026Q1: 18,634 shares; 2026Q2: 18,247 shares 18,247 $1.49M 0.33% -387 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,143 shares; 2024Q4: 11,364 shares; 2025Q1: 10,809 shares; 2025Q2: 10,780 shares; 2025Q3: 10,759 shares; 2025Q4: 10,040 shares; 2026Q1: not reported; 2026Q2: 10,017 shares 10,017 $1.47M 0.32% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,995 shares; 2024Q4: 43,863 shares; 2025Q1: 40,089 shares; 2025Q2: 39,765 shares; 2025Q3: 39,760 shares; 2025Q4: 39,446 shares; 2026Q1: 44,405 shares; 2026Q2: 49,840 shares 49,840 $1.47M 0.32% +5,435 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,977 shares; 2026Q2: 23,396 shares 23,396 $1.4M 0.31% +1,419 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,901 shares; 2025Q3: 73,517 shares; 2025Q4: 82,449 shares; 2026Q1: 87,098 shares; 2026Q2: 87,964 shares 87,964 $1.38M 0.31% +866 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,462 shares; 2024Q4: 13,934 shares; 2025Q1: 13,417 shares; 2025Q2: 13,718 shares; 2025Q3: 13,026 shares; 2025Q4: 12,779 shares; 2026Q1: 11,847 shares; 2026Q2: 11,657 shares 11,657 $1.37M 0.3% -190 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,124 shares 16,124 $1.33M 0.29% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,242 shares; 2024Q4: 78,785 shares; 2025Q1: 77,662 shares; 2025Q2: 75,605 shares; 2025Q3: 58,190 shares; 2025Q4: 53,335 shares; 2026Q1: 43,030 shares; 2026Q2: 41,268 shares 41,268 $1.32M 0.29% -1,762 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,804 shares; 2025Q3: 11,425 shares; 2025Q4: 11,431 shares; 2026Q1: 11,651 shares; 2026Q2: 11,656 shares 11,656 $1.31M 0.29% +5 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,652 shares; 2024Q4: 29,264 shares; 2025Q1: 29,617 shares; 2025Q2: 29,895 shares; 2025Q3: 28,743 shares; 2025Q4: 29,056 shares; 2026Q1: 29,275 shares; 2026Q2: 27,027 shares 27,027 $1.27M 0.28% -2,248 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,446 shares; 2024Q4: 21,028 shares; 2025Q1: 22,163 shares; 2025Q2: 29,353 shares; 2025Q3: 34,898 shares; 2025Q4: 37,522 shares; 2026Q1: 38,272 shares; 2026Q2: 38,158 shares 38,158 $1.15M 0.25% -114 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,434 shares; 2025Q2: 37,359 shares; 2025Q3: 43,352 shares; 2025Q4: 39,261 shares; 2026Q1: 42,021 shares; 2026Q2: 44,118 shares 44,118 $1.13M 0.25% +2,097 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,027 shares; 2025Q4: 15,650 shares; 2026Q1: 23,562 shares; 2026Q2: 27,033 shares 27,033 $1.12M 0.25% +3,471 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,491 shares; 2025Q1: 29,349 shares; 2025Q2: 34,306 shares; 2025Q3: 33,253 shares; 2025Q4: 33,355 shares; 2026Q1: 33,872 shares; 2026Q2: 31,722 shares 31,722 $1.07M 0.24% -2,150 Timeline VALQ AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,302 shares; 2026Q2: 14,672 shares 14,672 $1.02M 0.23% +3,370 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,457 shares; 2024Q4: 15,711 shares; 2025Q1: 15,468 shares; 2025Q2: 14,821 shares; 2025Q3: 11,857 shares; 2025Q4: 11,512 shares; 2026Q1: 11,603 shares; 2026Q2: 11,465 shares 11,465 $998K 0.22% -138 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,607 shares; 2024Q4: 17,659 shares; 2025Q1: 19,384 shares; 2025Q2: 19,478 shares; 2025Q3: 15,682 shares; 2025Q4: 15,129 shares; 2026Q1: 14,655 shares; 2026Q2: 14,345 shares 14,345 $892K 0.2% -310 Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,304 shares; 2024Q4: 15,267 shares; 2025Q1: 15,267 shares; 2025Q2: 14,996 shares; 2025Q3: 13,425 shares; 2025Q4: 12,716 shares; 2026Q1: 11,877 shares; 2026Q2: 11,709 shares 11,709 $884K 0.19% -168 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,207 shares; 2026Q1: 16,266 shares; 2026Q2: 18,264 shares 18,264 $882K 0.19% +1,998 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,273 shares; 2024Q4: 20,963 shares; 2025Q1: 20,963 shares; 2025Q2: 21,076 shares; 2025Q3: 21,432 shares; 2025Q4: 19,361 shares; 2026Q1: 19,314 shares; 2026Q2: 17,788 shares 17,788 $877K 0.19% -1,526 Timeline SPIT RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,170 shares; 2026Q2: 24,670 shares 24,670 $861K 0.19% +9,500 Timeline APLU ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,334 shares; 2025Q4: 40,084 shares; 2026Q1: 34,915 shares; 2026Q2: 34,863 shares 34,863 $858K 0.19% -52 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,578 shares 10,578 $857K 0.19% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,716 shares; 2024Q4: 49,841 shares; 2025Q1: 45,845 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,246 shares 31,246 $856K 0.19% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,938 shares; 2024Q4: 56,736 shares; 2025Q1: 52,217 shares; 2025Q2: 78,170 shares; 2025Q3: 78,340 shares; 2025Q4: 78,372 shares; 2026Q1: 48,505 shares; 2026Q2: 46,314 shares 46,314 $854K 0.19% -2,191 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,328 shares; 2024Q4: 22,609 shares; 2025Q1: 24,005 shares; 2025Q2: 26,082 shares; 2025Q3: 20,385 shares; 2025Q4: 12,116 shares; 2026Q1: 11,212 shares; 2026Q2: 10,940 shares 10,940 $844K 0.19% -272 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,506 shares; 2024Q4: 22,362 shares; 2025Q1: 22,820 shares; 2025Q2: 25,431 shares; 2025Q3: 20,356 shares; 2025Q4: 19,655 shares; 2026Q1: 14,280 shares; 2026Q2: 14,333 shares 14,333 $817K 0.18% +53 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,452 shares; 2024Q4: 17,555 shares; 2025Q1: 15,941 shares; 2025Q2: 15,880 shares; 2025Q3: 15,846 shares; 2025Q4: 14,750 shares; 2026Q1: 13,089 shares; 2026Q2: 13,892 shares 13,892 $812K 0.18% +803 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,899 shares; 2025Q3: 16,435 shares; 2025Q4: 16,225 shares; 2026Q1: 16,134 shares; 2026Q2: 15,688 shares 15,688 $792K 0.17% -446 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,952 shares; 2024Q4: 32,118 shares; 2025Q1: 31,555 shares; 2025Q2: 31,601 shares; 2025Q3: 25,773 shares; 2025Q4: 24,933 shares; 2026Q1: 22,853 shares; 2026Q2: 21,522 shares 21,522 $791K 0.17% -1,331 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,023 shares; 2026Q2: 25,447 shares 25,447 $779K 0.17% +1,424 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,992 shares; 2024Q4: 106,368 shares; 2025Q1: 93,662 shares; 2025Q2: 92,811 shares; 2025Q3: 90,116 shares; 2025Q4: 88,168 shares; 2026Q1: 80,150 shares; 2026Q2: 68,328 shares 68,328 $741K 0.16% -11,822 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,705 shares; 2025Q4: 25,705 shares; 2026Q1: 25,705 shares; 2026Q2: 25,705 shares 25,705 $725K 0.16% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,388 shares; 2024Q4: 10,947 shares; 2025Q1: 10,202 shares; 2025Q2: 10,709 shares; 2025Q3: 10,802 shares; 2025Q4: 10,240 shares; 2026Q1: 10,400 shares; 2026Q2: 10,888 shares 10,888 $724K 0.16% +488 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,282 shares; 2024Q4: 45,200 shares; 2025Q1: 49,035 shares; 2025Q2: 45,403 shares; 2025Q3: 40,465 shares; 2025Q4: 39,535 shares; 2026Q1: 34,340 shares; 2026Q2: 34,573 shares 34,573 $716K 0.16% +233 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,220 shares; 2024Q4: 39,349 shares; 2025Q1: 39,934 shares; 2025Q2: 40,369 shares; 2025Q3: 34,954 shares; 2025Q4: 35,878 shares; 2026Q1: 33,434 shares; 2026Q2: 33,542 shares 33,542 $641K 0.14% +108 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,416 shares; 2024Q4: 16,891 shares; 2025Q1: 16,722 shares; 2025Q2: 13,870 shares; 2025Q3: 13,623 shares; 2025Q4: 15,057 shares; 2026Q1: 18,062 shares; 2026Q2: 12,930 shares 12,930 $639K 0.14% -5,132 Timeline DARP TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,612 shares 10,612 $636K 0.14% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,591 shares; 2026Q2: 12,774 shares 12,774 $583K 0.13% +183 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,659 shares; 2026Q1: 12,698 shares; 2026Q2: 13,368 shares 13,368 $582K 0.13% +670 Timeline ZMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,310 shares 22,310 $579K 0.13% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,050 shares; 2026Q1: 11,305 shares; 2026Q2: 10,826 shares 10,826 $575K 0.13% -479 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,898 shares; 2024Q4: 10,248 shares; 2025Q1: 10,324 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,695 shares; 2026Q2: 10,717 shares 10,717 $525K 0.12% +22 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,654 shares; 2024Q4: 37,056 shares; 2025Q1: 23,383 shares; 2025Q2: 22,981 shares; 2025Q3: 23,159 shares; 2025Q4: 23,483 shares; 2026Q1: 24,188 shares; 2026Q2: 21,207 shares 21,207 $484K 0.11% -2,981 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,809 shares; 2025Q3: 13,787 shares; 2025Q4: 13,472 shares; 2026Q1: 13,336 shares; 2026Q2: 13,067 shares 13,067 $484K 0.11% -269 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,100 shares; 2024Q4: 19,822 shares; 2025Q1: 18,309 shares; 2025Q2: 16,453 shares; 2025Q3: 17,123 shares; 2025Q4: 13,349 shares; 2026Q1: 15,025 shares; 2026Q2: 14,918 shares 14,918 $448K 0.1% -107 Timeline JHCP JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,579 shares; 2026Q1: 10,664 shares; 2026Q2: 15,299 shares 15,299 $384K 0.08% +4,635 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,823 shares 15,823 $348K 0.08% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,763 shares; 2025Q3: 10,942 shares; 2025Q4: not reported; 2026Q1: 10,456 shares; 2026Q2: 11,363 shares 11,363 $329K 0.07% +907 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,126 shares; 2024Q4: 45,900 shares; 2025Q1: 43,147 shares; 2025Q2: 42,505 shares; 2025Q3: 32,455 shares; 2025Q4: 27,882 shares; 2026Q1: 21,095 shares; 2026Q2: 20,327 shares 20,327 $323K 0.07% -768 Timeline JOF JAPAN SMALLER CAPITALIZATION More: the full row for JAPAN SMALLER CAPITALIZATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,400 shares; 2024Q4: 34,000 shares; 2025Q1: 34,000 shares; 2025Q2: 33,500 shares; 2025Q3: 32,500 shares; 2025Q4: 30,500 shares; 2026Q1: 24,500 shares; 2026Q2: 24,500 shares 24,500 $289K 0.06% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,043 shares; 2024Q4: 27,444 shares; 2025Q1: 22,490 shares; 2025Q2: 22,675 shares; 2025Q3: 32,640 shares; 2025Q4: 27,982 shares; 2026Q1: 11,638 shares; 2026Q2: 11,947 shares 11,947 $288K 0.06% +309 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,528 shares; 2025Q1: not reported; 2025Q2: 12,634 shares; 2025Q3: 11,656 shares; 2025Q4: 12,134 shares; 2026Q1: 12,134 shares; 2026Q2: 12,179 shares 12,179 $271K 0.06% +45 Timeline FTMS PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,912 shares; 2026Q1: 31,592 shares; 2026Q2: 26,579 shares 26,579 $264K 0.06% -5,013 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,409 shares 13,409 $239K 0.05% new Timeline DJIA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,578 shares; 2024Q4: 12,731 shares; 2025Q1: 13,435 shares; 2025Q2: 13,479 shares; 2025Q3: 13,450 shares; 2025Q4: 13,171 shares; 2026Q1: 13,512 shares; 2026Q2: 10,432 shares 10,432 $231K 0.05% -3,080 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,331 shares; 2024Q4: 27,079 shares; 2025Q1: 23,430 shares; 2025Q2: 23,430 shares; 2025Q3: 22,746 shares; 2025Q4: 20,774 shares; 2026Q1: 20,753 shares; 2026Q2: 18,080 shares 18,080 $231K 0.05% -2,673 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,852 shares; 2026Q1: not reported; 2026Q2: 12,462 shares 12,462 $216K 0.05% new Timeline OVB LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,020 shares 10,020 $205K 0.05% new Timeline