QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,105 shares; 2024Q4: 103,124 shares; 2025Q1: 97,955 shares; 2025Q2: 105,267 shares; 2025Q3: 117,833 shares; 2025Q4: 136,675 shares; 2026Q1: 144,664 shares; 2026Q2: 124,463 shares 124,463 $91.7M 2.99% -20,201 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,942 shares; 2024Q4: 96,082 shares; 2025Q1: 100,246 shares; 2025Q2: 86,408 shares; 2025Q3: 98,629 shares; 2025Q4: 173,314 shares; 2026Q1: 162,559 shares; 2026Q2: 119,286 shares 119,286 $89.1M 2.91% -43,273 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: 360,674 shares; 2024Q4: 373,638 shares; 2025Q1: 371,417 shares; 2025Q2: 374,956 shares; 2025Q3: 383,697 shares; 2025Q4: 376,954 shares; 2026Q1: 371,643 shares; 2026Q2: 397,385 shares 397,385 $79.5M 2.6% +25,742 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: 342,195 shares; 2024Q4: 363,826 shares; 2025Q1: 314,908 shares; 2025Q2: 250,798 shares; 2025Q3: 247,338 shares; 2025Q4: 251,704 shares; 2026Q1: 258,568 shares; 2026Q2: 256,991 shares 256,991 $74.4M 2.43% -1,577 Timeline NDOW COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,547,880 shares; 2024Q4: 1,523,987 shares; 2025Q1: 1,457,654 shares; 2025Q2: 1,720,729 shares; 2025Q3: 1,860,235 shares; 2025Q4: 1,994,920 shares; 2026Q1: 2,102,667 shares; 2026Q2: 2,262,775 shares 2,262,775 $67M 2.19% +160,108 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: 6,997 shares; 2024Q4: 6,828 shares; 2025Q1: 1,142,604 shares; 2025Q2: 1,725,277 shares; 2025Q3: 1,821,134 shares; 2025Q4: 1,849,921 shares; 2026Q1: 1,864,285 shares; 2026Q2: 1,885,406 shares 1,885,406 $63.8M 2.08% +21,121 Timeline NELS COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,586,043 shares; 2026Q1: 1,712,752 shares; 2026Q2: 1,859,268 shares 1,859,268 $53.4M 1.75% +146,516 Timeline PLGI COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,689,359 shares; 2026Q1: 2,391,238 shares; 2026Q2: 2,064,467 shares 2,064,467 $50M 1.63% -326,771 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: 42,813 shares; 2024Q4: 42,581 shares; 2025Q1: 48,938 shares; 2025Q2: 54,559 shares; 2025Q3: 53,024 shares; 2025Q4: 52,734 shares; 2026Q1: 55,548 shares; 2026Q2: 63,511 shares 63,511 $43.6M 1.43% +7,963 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: 137,104 shares; 2024Q4: 137,172 shares; 2025Q1: 127,832 shares; 2025Q2: 133,974 shares; 2025Q3: 140,479 shares; 2025Q4: 141,177 shares; 2026Q1: 176,274 shares; 2026Q2: 179,087 shares 179,087 $42.7M 1.39% +2,813 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,225 shares; 2024Q4: 79,611 shares; 2025Q1: 78,113 shares; 2025Q2: 86,799 shares; 2025Q3: 84,011 shares; 2025Q4: 85,370 shares; 2026Q1: 97,568 shares; 2026Q2: 103,563 shares 103,563 $38.6M 1.26% +5,995 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: 13,837 shares; 2024Q4: 13,598 shares; 2025Q1: 1,384,775 shares; 2025Q2: 1,379,250 shares; 2025Q3: 1,435,840 shares; 2025Q4: 1,472,759 shares; 2026Q1: 1,343,042 shares; 2026Q2: 1,311,273 shares 1,311,273 $38.6M 1.26% -31,769 Timeline RTRE COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 569,123 shares; 2024Q4: 571,394 shares; 2025Q1: 756,365 shares; 2025Q2: 761,132 shares; 2025Q3: 679,932 shares; 2025Q4: 1,159,396 shares; 2026Q1: 1,416,149 shares; 2026Q2: 1,533,269 shares 1,533,269 $38.3M 1.25% +117,120 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,899 shares; 2024Q4: 15,270 shares; 2025Q1: 30,363 shares; 2025Q2: 44,213 shares; 2025Q3: 38,067 shares; 2025Q4: 39,767 shares; 2026Q1: 48,759 shares; 2026Q2: 47,706 shares 47,706 $35.7M 1.17% -1,053 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,268,807 shares; 2025Q2: 1,241,457 shares; 2025Q3: 1,304,132 shares; 2025Q4: 1,345,095 shares; 2026Q1: 1,144,416 shares; 2026Q2: 1,148,343 shares 1,148,343 $35.7M 1.17% +3,927 Timeline RSEE COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 992,437 shares; 2024Q4: 966,284 shares; 2025Q1: 1,012,345 shares; 2025Q2: 920,357 shares; 2025Q3: 910,214 shares; 2025Q4: 893,089 shares; 2026Q1: 942,019 shares; 2026Q2: 899,520 shares 899,520 $35.6M 1.16% -42,499 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,732 shares; 2024Q4: 5,913 shares; 2025Q1: 5,358 shares; 2025Q2: 59,831 shares; 2025Q3: 64,534 shares; 2025Q4: 66,770 shares; 2026Q1: 66,532 shares; 2026Q2: 387,547 shares 387,547 $33.4M 1.09% +321,015 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282,059 shares; 2025Q3: 317,668 shares; 2025Q4: 328,838 shares; 2026Q1: 332,954 shares; 2026Q2: 327,342 shares 327,342 $31.3M 1.02% -5,612 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,666 shares; 2024Q4: 65,357 shares; 2025Q1: 73,460 shares; 2025Q2: 68,868 shares; 2025Q3: 72,608 shares; 2025Q4: 66,065 shares; 2026Q1: 80,147 shares; 2026Q2: 80,255 shares 80,255 $28.7M 0.94% +108 Timeline SCHF 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: 11,069 shares; 2024Q4: 11,600 shares; 2025Q1: 814,896 shares; 2025Q2: 804,946 shares; 2025Q3: 836,804 shares; 2025Q4: 865,264 shares; 2026Q1: 999,638 shares; 2026Q2: 1,019,054 shares 1,019,054 $28.2M 0.92% +19,416 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,130 shares; 2024Q4: 179,130 shares; 2025Q1: 178,961 shares; 2025Q2: 179,017 shares; 2025Q3: 179,165 shares; 2025Q4: 178,960 shares; 2026Q1: 178,960 shares; 2026Q2: 178,964 shares 178,964 $26.6M 0.87% +4 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,654 shares; 2024Q4: 282,778 shares; 2025Q1: 119,648 shares; 2025Q2: 158,994 shares; 2025Q3: 191,497 shares; 2025Q4: 229,628 shares; 2026Q1: 231,592 shares; 2026Q2: 273,983 shares 273,983 $24.1M 0.79% +42,391 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,359 shares; 2024Q4: 12,747 shares; 2025Q1: 102,251 shares; 2025Q2: 105,727 shares; 2025Q3: 109,988 shares; 2025Q4: 119,750 shares; 2026Q1: 145,957 shares; 2026Q2: 160,590 shares 160,590 $23.8M 0.78% +14,633 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,569 shares; 2024Q4: 33,567 shares; 2025Q1: 31,674 shares; 2025Q2: 34,553 shares; 2025Q3: 36,196 shares; 2025Q4: 37,345 shares; 2026Q1: 34,858 shares; 2026Q2: 40,520 shares 40,520 $22.8M 0.75% +5,662 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,376 shares; 2025Q3: 353,976 shares; 2025Q4: 391,114 shares; 2026Q1: 519,902 shares; 2026Q2: 702,010 shares 702,010 $20.9M 0.68% +182,108 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,660 shares; 2025Q4: 523,746 shares; 2026Q1: 468,472 shares; 2026Q2: 387,198 shares 387,198 $20.3M 0.66% -81,274 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,444 shares; 2024Q4: 46,813 shares; 2025Q1: 33,382 shares; 2025Q2: 47,696 shares; 2025Q3: 44,702 shares; 2025Q4: 52,302 shares; 2026Q1: 48,741 shares; 2026Q2: 47,461 shares 47,461 $20M 0.65% -1,280 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,973 shares; 2024Q4: 117,724 shares; 2025Q1: 115,784 shares; 2025Q2: 140,652 shares; 2025Q3: 183,512 shares; 2025Q4: 228,859 shares; 2026Q1: 230,023 shares; 2026Q2: 231,783 shares 231,783 $19.2M 0.63% +1,760 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,649 shares; 2024Q4: 48,394 shares; 2025Q1: 47,145 shares; 2025Q2: 45,953 shares; 2025Q3: 44,470 shares; 2025Q4: 45,103 shares; 2026Q1: 45,100 shares; 2026Q2: 51,096 shares 51,096 $19.1M 0.62% +5,996 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,533 shares; 2024Q4: 47,356 shares; 2025Q1: 46,882 shares; 2025Q2: 30,620 shares; 2025Q3: 31,955 shares; 2025Q4: 33,934 shares; 2026Q1: 35,455 shares; 2026Q2: 37,595 shares 37,595 $18.8M 0.61% +2,140 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: 16,675 shares; 2024Q4: 16,694 shares; 2025Q1: 176,579 shares; 2025Q2: 161,566 shares; 2025Q3: 167,431 shares; 2025Q4: 173,018 shares; 2026Q1: 213,746 shares; 2026Q2: 183,178 shares 183,178 $18.7M 0.61% -30,568 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,678 shares; 2024Q4: 121,424 shares; 2025Q1: 228,146 shares; 2025Q2: 247,260 shares; 2025Q3: 250,661 shares; 2025Q4: 364,758 shares; 2026Q1: 365,956 shares; 2026Q2: 370,024 shares 370,024 $18.6M 0.61% +4,068 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,085 shares; 2024Q4: 45,954 shares; 2025Q1: 46,627 shares; 2025Q2: 47,962 shares; 2025Q3: 47,141 shares; 2025Q4: 48,393 shares; 2026Q1: 48,767 shares; 2026Q2: 49,454 shares 49,454 $17.5M 0.57% +687 Timeline RDFI COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 570,352 shares; 2024Q4: 574,007 shares; 2025Q1: 519,462 shares; 2025Q2: 516,296 shares; 2025Q3: 463,941 shares; 2025Q4: 626,955 shares; 2026Q1: 723,349 shares; 2026Q2: 730,740 shares 730,740 $17.4M 0.57% +7,391 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: 28,515 shares; 2024Q4: 28,783 shares; 2025Q1: 25,526 shares; 2025Q2: 40,995 shares; 2025Q3: 49,806 shares; 2025Q4: 48,768 shares; 2026Q1: 45,554 shares; 2026Q2: 44,399 shares 44,399 $16.4M 0.54% -1,155 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: 5,675 shares; 2024Q4: 5,622 shares; 2025Q1: 42,650 shares; 2025Q2: 43,297 shares; 2025Q3: 44,844 shares; 2025Q4: 47,509 shares; 2026Q1: 49,901 shares; 2026Q2: 202,928 shares 202,928 $16.3M 0.53% +153,027 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,838 shares; 2024Q4: 40,064 shares; 2025Q1: 40,435 shares; 2025Q2: 48,391 shares; 2025Q3: 46,462 shares; 2025Q4: 41,255 shares; 2026Q1: 44,319 shares; 2026Q2: 47,965 shares 47,965 $15.7M 0.51% +3,646 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,068 shares; 2024Q4: 33,677 shares; 2025Q1: 27,427 shares; 2025Q2: 16,986 shares; 2025Q3: 21,326 shares; 2025Q4: 18,879 shares; 2026Q1: 19,284 shares; 2026Q2: 13,312 shares 13,312 $15.4M 0.5% -5,972 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 334,355 shares; 2025Q3: 377,750 shares; 2025Q4: 316,801 shares; 2026Q1: 306,676 shares; 2026Q2: 337,014 shares 337,014 $14.3M 0.47% +30,338 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,280 shares; 2024Q4: 16,532 shares; 2025Q1: not reported; 2025Q2: 842,702 shares; 2025Q3: 1,012,704 shares; 2025Q4: 932,829 shares; 2026Q1: 894,286 shares; 2026Q2: 598,550 shares 598,550 $14M 0.46% -295,736 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,227 shares; 2024Q4: 5,077 shares; 2025Q1: 10,760 shares; 2025Q2: 60,970 shares; 2025Q3: 68,924 shares; 2025Q4: 46,907 shares; 2026Q1: 43,411 shares; 2026Q2: 43,372 shares 43,372 $13.3M 0.43% -39 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,026 shares; 2024Q4: 26,263 shares; 2025Q1: 40,194 shares; 2025Q2: 41,508 shares; 2025Q3: 40,975 shares; 2025Q4: 41,435 shares; 2026Q1: 38,646 shares; 2026Q2: 35,420 shares 35,420 $13M 0.43% -3,226 Timeline GHTA COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 418,461 shares; 2024Q4: 407,890 shares; 2025Q1: 422,807 shares; 2025Q2: 400,009 shares; 2025Q3: 406,311 shares; 2025Q4: 405,740 shares; 2026Q1: 405,718 shares; 2026Q2: 413,915 shares 413,915 $12.7M 0.41% +8,197 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: 102,878 shares; 2024Q4: 104,309 shares; 2025Q1: 160,708 shares; 2025Q2: 164,838 shares; 2025Q3: 159,129 shares; 2025Q4: 164,909 shares; 2026Q1: 198,577 shares; 2026Q2: 216,005 shares 216,005 $12.2M 0.4% +17,428 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: 133,915 shares; 2024Q4: 109,508 shares; 2025Q1: 111,938 shares; 2025Q2: 139,139 shares; 2025Q3: 130,925 shares; 2025Q4: 109,499 shares; 2026Q1: 169,936 shares; 2026Q2: 155,667 shares 155,667 $12M 0.39% -14,269 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,907 shares; 2024Q4: 19,754 shares; 2025Q1: 31,131 shares; 2025Q2: 35,503 shares; 2025Q3: 36,079 shares; 2025Q4: 37,186 shares; 2026Q1: 41,039 shares; 2026Q2: 41,088 shares 41,088 $11.8M 0.38% +49 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,770 shares; 2024Q4: 39,528 shares; 2025Q1: 34,625 shares; 2025Q2: 33,030 shares; 2025Q3: 35,648 shares; 2025Q4: 35,535 shares; 2026Q1: 43,375 shares; 2026Q2: 46,672 shares 46,672 $11.7M 0.38% +3,297 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,596 shares; 2024Q4: 32,246 shares; 2025Q1: 32,612 shares; 2025Q2: 32,612 shares; 2025Q3: 33,730 shares; 2025Q4: 33,774 shares; 2026Q1: 36,864 shares; 2026Q2: 277,104 shares 277,104 $11.7M 0.38% +240,240 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: 2,123 shares; 2024Q4: 2,365 shares; 2025Q1: 72,216 shares; 2025Q2: 71,473 shares; 2025Q3: 74,766 shares; 2025Q4: 78,975 shares; 2026Q1: 88,751 shares; 2026Q2: 91,965 shares 91,965 $11.4M 0.37% +3,214 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,846 shares; 2024Q4: 14,796 shares; 2025Q1: 19,540 shares; 2025Q2: 20,212 shares; 2025Q3: 21,852 shares; 2025Q4: 21,691 shares; 2026Q1: 27,737 shares; 2026Q2: 33,052 shares 33,052 $11.3M 0.37% +5,315 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: 29,970 shares; 2024Q4: 10,176 shares; 2025Q1: 46,247 shares; 2025Q2: 54,243 shares; 2025Q3: 59,210 shares; 2025Q4: 57,224 shares; 2026Q1: 107,007 shares; 2026Q2: 113,917 shares 113,917 $11.3M 0.37% +6,910 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: 69,427 shares; 2024Q4: 149,115 shares; 2025Q1: 244,568 shares; 2025Q2: 290,490 shares; 2025Q3: 269,185 shares; 2025Q4: 290,552 shares; 2026Q1: 288,382 shares; 2026Q2: 352,790 shares 352,790 $11.2M 0.37% +64,408 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,172 shares; 2024Q4: 8,842 shares; 2025Q1: 7,493 shares; 2025Q2: 8,166 shares; 2025Q3: 8,461 shares; 2025Q4: 8,452 shares; 2026Q1: 11,607 shares; 2026Q2: 11,873 shares 11,873 $11.1M 0.36% +266 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; 2024Q3: 53,393 shares; 2024Q4: 53,262 shares; 2025Q1: 55,032 shares; 2025Q2: 60,304 shares; 2025Q3: 61,631 shares; 2025Q4: 63,295 shares; 2026Q1: 65,131 shares; 2026Q2: 64,804 shares 64,804 $10.2M 0.33% -327 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,027 shares; 2024Q4: 4,816 shares; 2025Q1: 27,747 shares; 2025Q2: 36,780 shares; 2025Q3: 39,123 shares; 2025Q4: 38,479 shares; 2026Q1: 74,516 shares; 2026Q2: 91,766 shares 91,766 $9.88M 0.32% +17,250 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298,385 shares; 2024Q4: 298,385 shares; 2025Q1: 306,494 shares; 2025Q2: 307,231 shares; 2025Q3: 306,367 shares; 2025Q4: 219,217 shares; 2026Q1: 226,458 shares; 2026Q2: 217,600 shares 217,600 $9.86M 0.32% -8,858 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,189 shares; 2024Q4: 23,037 shares; 2025Q1: 35,251 shares; 2025Q2: 32,687 shares; 2025Q3: 26,742 shares; 2025Q4: 27,443 shares; 2026Q1: 23,899 shares; 2026Q2: 25,909 shares 25,909 $9.79M 0.32% +2,010 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: 177,233 shares; 2024Q4: 203,142 shares; 2025Q1: 387,709 shares; 2025Q2: 448,867 shares; 2025Q3: 209,052 shares; 2025Q4: 209,579 shares; 2026Q1: 251,146 shares; 2026Q2: 106,160 shares 106,160 $9.73M 0.32% -144,986 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,839 shares; 2024Q4: 32,023 shares; 2025Q1: 30,425 shares; 2025Q2: 119,958 shares; 2025Q3: 35,764 shares; 2025Q4: 64,916 shares; 2026Q1: 43,143 shares; 2026Q2: 50,997 shares 50,997 $9.72M 0.32% +7,854 Timeline SNAV COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,596 shares; 2024Q4: 286,390 shares; 2025Q1: 205,356 shares; 2025Q2: 194,291 shares; 2025Q3: 202,343 shares; 2025Q4: 216,367 shares; 2026Q1: 223,082 shares; 2026Q2: 251,925 shares 251,925 $9.72M 0.32% +28,843 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: 58,476 shares; 2024Q4: 60,681 shares; 2025Q1: 60,671 shares; 2025Q2: 58,898 shares; 2025Q3: 54,708 shares; 2025Q4: 59,675 shares; 2026Q1: 62,450 shares; 2026Q2: 69,014 shares 69,014 $9.44M 0.31% +6,564 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,548 shares; 2024Q4: 7,724 shares; 2025Q1: 9,168 shares; 2025Q2: 10,026 shares; 2025Q3: 13,852 shares; 2025Q4: 19,813 shares; 2026Q1: 13,370 shares; 2026Q2: 13,756 shares 13,756 $9.02M 0.29% +386 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: 25,485 shares; 2024Q4: 25,960 shares; 2025Q1: 19,506 shares; 2025Q2: 21,506 shares; 2025Q3: 21,891 shares; 2025Q4: 28,131 shares; 2026Q1: 17,293 shares; 2026Q2: 29,412 shares 29,412 $8.91M 0.29% +12,119 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,976 shares; 2024Q4: 5,023 shares; 2025Q1: 4,685 shares; 2025Q2: 5,671 shares; 2025Q3: 4,707 shares; 2025Q4: 9,077 shares; 2026Q1: 6,320 shares; 2026Q2: 7,399 shares 7,399 $8.88M 0.29% +1,079 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,333 shares; 2024Q4: 93,075 shares; 2025Q1: 101,724 shares; 2025Q2: 112,093 shares; 2025Q3: 115,064 shares; 2025Q4: 109,267 shares; 2026Q1: 103,476 shares; 2026Q2: 102,168 shares 102,168 $8.75M 0.29% -1,308 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,825 shares; 2024Q4: 24,280 shares; 2025Q1: 115,894 shares; 2025Q2: 110,839 shares; 2025Q3: 106,475 shares; 2025Q4: 115,460 shares; 2026Q1: 145,414 shares; 2026Q2: 165,361 shares 165,361 $8.33M 0.27% +19,947 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,806 shares; 2024Q4: 101,351 shares; 2025Q1: 60,669 shares; 2025Q2: 59,691 shares; 2025Q3: 62,457 shares; 2025Q4: 61,496 shares; 2026Q1: 57,040 shares; 2026Q2: 59,300 shares 59,300 $8.16M 0.27% +2,260 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,840 shares; 2024Q4: 7,832 shares; 2025Q1: 7,779 shares; 2025Q2: 7,709 shares; 2025Q3: 7,711 shares; 2025Q4: 7,685 shares; 2026Q1: 8,249 shares; 2026Q2: 8,250 shares 8,250 $8.07M 0.26% +1 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,057 shares; 2024Q4: 78,941 shares; 2025Q1: 65,265 shares; 2025Q2: 73,580 shares; 2025Q3: 75,406 shares; 2025Q4: 76,332 shares; 2026Q1: 67,902 shares; 2026Q2: 68,471 shares 68,471 $7.99M 0.26% +569 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,059 shares; 2024Q4: 14,690 shares; 2025Q1: 16,392 shares; 2025Q2: 11,336 shares; 2025Q3: 10,970 shares; 2025Q4: 10,898 shares; 2026Q1: 9,109 shares; 2026Q2: 66,667 shares 66,667 $7.97M 0.26% +57,558 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,429 shares; 2024Q4: 9,215 shares; 2025Q1: 9,893 shares; 2025Q2: 11,000 shares; 2025Q3: 11,074 shares; 2025Q4: 107,883 shares; 2026Q1: 120,842 shares; 2026Q2: 109,640 shares 109,640 $7.83M 0.26% -11,202 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,076 shares; 2024Q4: 14,292 shares; 2025Q1: 9,190 shares; 2025Q2: 11,339 shares; 2025Q3: 13,339 shares; 2025Q4: 13,711 shares; 2026Q1: 17,033 shares; 2026Q2: 15,773 shares 15,773 $7.53M 0.25% -1,260 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: 6,480 shares; 2024Q4: 5,575 shares; 2025Q1: 9,469 shares; 2025Q2: 15,475 shares; 2025Q3: 17,012 shares; 2025Q4: 18,986 shares; 2026Q1: 25,580 shares; 2026Q2: 24,759 shares 24,759 $7.51M 0.25% -821 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: 39,292 shares; 2024Q4: 43,482 shares; 2025Q1: 44,513 shares; 2025Q2: 54,011 shares; 2025Q3: 57,220 shares; 2025Q4: 56,537 shares; 2026Q1: 53,815 shares; 2026Q2: 65,693 shares 65,693 $7.44M 0.24% +11,878 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,473 shares; 2024Q4: 21,471 shares; 2025Q1: 21,623 shares; 2025Q2: 22,770 shares; 2025Q3: 22,696 shares; 2025Q4: 23,832 shares; 2026Q1: 31,112 shares; 2026Q2: 32,867 shares 32,867 $7.33M 0.24% +1,755 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,384 shares; 2024Q4: 188,441 shares; 2025Q1: 96,578 shares; 2025Q2: 72,415 shares; 2025Q3: 103,248 shares; 2025Q4: 119,636 shares; 2026Q1: 122,768 shares; 2026Q2: 125,071 shares 125,071 $7.21M 0.24% +2,303 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: 20,188 shares; 2024Q4: 25,093 shares; 2025Q1: 24,070 shares; 2025Q2: 30,223 shares; 2025Q3: 25,975 shares; 2025Q4: 25,890 shares; 2026Q1: 48,583 shares; 2026Q2: 48,859 shares 48,859 $7.16M 0.23% +276 Timeline SPMO 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: 4,167 shares; 2025Q1: 14,265 shares; 2025Q2: 12,908 shares; 2025Q3: 45,624 shares; 2025Q4: 24,659 shares; 2026Q1: 25,231 shares; 2026Q2: 44,089 shares 44,089 $7.12M 0.23% +18,858 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,101 shares; 2024Q4: not reported; 2025Q1: 12,940 shares; 2025Q2: 12,736 shares; 2025Q3: 59,573 shares; 2025Q4: 82,246 shares; 2026Q1: 103,262 shares; 2026Q2: 132,336 shares 132,336 $7.03M 0.23% +29,074 Timeline BALT 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: 44,734 shares; 2025Q2: not reported; 2025Q3: 172,407 shares; 2025Q4: 169,257 shares; 2026Q1: 203,735 shares; 2026Q2: 204,663 shares 204,663 $7.01M 0.23% +928 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,109 shares; 2024Q4: 6,004 shares; 2025Q1: 781,783 shares; 2025Q2: 395,173 shares; 2025Q3: 390,824 shares; 2025Q4: 44,802 shares; 2026Q1: 42,214 shares; 2026Q2: 69,517 shares 69,517 $7M 0.23% +27,303 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: 4,851 shares; 2024Q4: 4,917 shares; 2025Q1: 48,467 shares; 2025Q2: 69,591 shares; 2025Q3: 81,444 shares; 2025Q4: 76,144 shares; 2026Q1: 77,422 shares; 2026Q2: 71,680 shares 71,680 $6.92M 0.23% -5,742 Timeline MPLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 275,456 shares; 2025Q3: 285,329 shares; 2025Q4: 290,681 shares; 2026Q1: 295,518 shares; 2026Q2: 215,434 shares 215,434 $6.87M 0.22% -80,084 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,795 shares; 2024Q4: 34,394 shares; 2025Q1: 44,759 shares; 2025Q2: 33,917 shares; 2025Q3: 31,841 shares; 2025Q4: 33,644 shares; 2026Q1: 40,413 shares; 2026Q2: 38,631 shares 38,631 $6.82M 0.22% -1,782 Timeline PDEC 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: 8,324 shares; 2024Q4: 11,403 shares; 2025Q1: 149,262 shares; 2025Q2: 148,919 shares; 2025Q3: 139,805 shares; 2025Q4: 154,903 shares; 2026Q1: 148,419 shares; 2026Q2: 147,549 shares 147,549 $6.77M 0.22% -870 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,179 shares; 2024Q4: 14,179 shares; 2025Q1: 54,843 shares; 2025Q2: 57,332 shares; 2025Q3: 65,033 shares; 2025Q4: 69,878 shares; 2026Q1: 91,921 shares; 2026Q2: 86,989 shares 86,989 $6.62M 0.22% -4,932 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,492 shares; 2024Q4: 59,151 shares; 2025Q1: 56,745 shares; 2025Q2: 39,722 shares; 2025Q3: 41,247 shares; 2025Q4: 55,766 shares; 2026Q1: 80,359 shares; 2026Q2: 75,013 shares 75,013 $6.58M 0.22% -5,346 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: 29,227 shares; 2024Q4: 36,811 shares; 2025Q1: 16,267 shares; 2025Q2: 16,133 shares; 2025Q3: 19,281 shares; 2025Q4: 16,398 shares; 2026Q1: 28,183 shares; 2026Q2: 21,364 shares 21,364 $6.42M 0.21% -6,819 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,843 shares; 2025Q2: 23,252 shares; 2025Q3: 16,879 shares; 2025Q4: 27,348 shares; 2026Q1: 55,187 shares; 2026Q2: 54,778 shares 54,778 $6.41M 0.21% -409 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,648 shares; 2024Q4: 11,954 shares; 2025Q1: 6,686 shares; 2025Q2: 18,994 shares; 2025Q3: 15,823 shares; 2025Q4: 15,970 shares; 2026Q1: 16,376 shares; 2026Q2: 11,035 shares 11,035 $6.41M 0.21% -5,341 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,161 shares; 2024Q4: 10,434 shares; 2025Q1: 7,832 shares; 2025Q2: 9,723 shares; 2025Q3: 10,032 shares; 2025Q4: 9,799 shares; 2026Q1: 5,330 shares; 2026Q2: 8,239 shares 8,239 $6.29M 0.21% +2,909 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,591 shares; 2024Q4: 8,450 shares; 2025Q1: 61,322 shares; 2025Q2: 69,399 shares; 2025Q3: 77,150 shares; 2025Q4: 68,142 shares; 2026Q1: 83,686 shares; 2026Q2: 79,371 shares 79,371 $6.27M 0.2% -4,315 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,636 shares; 2025Q3: 10,619 shares; 2025Q4: 18,156 shares; 2026Q1: 10,949 shares; 2026Q2: 12,925 shares 12,925 $6.24M 0.2% +1,976 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: 20,447 shares; 2024Q4: 21,888 shares; 2025Q1: 23,083 shares; 2025Q2: 24,551 shares; 2025Q3: 31,653 shares; 2025Q4: 29,327 shares; 2026Q1: 35,905 shares; 2026Q2: 36,608 shares 36,608 $6.07M 0.2% +703 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,360 shares; 2024Q4: 8,091 shares; 2025Q1: 33,638 shares; 2025Q2: 14,991 shares; 2025Q3: 14,793 shares; 2025Q4: 20,891 shares; 2026Q1: 24,255 shares; 2026Q2: 35,353 shares 35,353 $6.02M 0.2% +11,098 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: not reported; 2025Q2: 307 shares; 2025Q3: 974 shares; 2025Q4: 727 shares; 2026Q1: 5,269 shares; 2026Q2: 5,255 shares 5,255 $5.95M 0.19% -14 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; 2024Q3: 21,886 shares; 2024Q4: 22,924 shares; 2025Q1: 27,285 shares; 2025Q2: 4,033 shares; 2025Q3: 31,602 shares; 2025Q4: 39,975 shares; 2026Q1: 32,274 shares; 2026Q2: 32,827 shares 32,827 $5.95M 0.19% +553 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,477 shares; 2024Q4: 46,285 shares; 2025Q1: 50,439 shares; 2025Q2: 30,836 shares; 2025Q3: 28,958 shares; 2025Q4: 76,871 shares; 2026Q1: 80,773 shares; 2026Q2: 117,399 shares 117,399 $5.93M 0.19% +36,626 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,768 shares; 2024Q4: 12,944 shares; 2025Q1: 55,099 shares; 2025Q2: 95,318 shares; 2025Q3: 98,332 shares; 2025Q4: 98,389 shares; 2026Q1: 87,591 shares; 2026Q2: 96,454 shares 96,454 $5.86M 0.19% +8,863 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,636 shares; 2024Q4: 12,289 shares; 2025Q1: 15,470 shares; 2025Q2: 13,554 shares; 2025Q3: 13,471 shares; 2025Q4: 12,664 shares; 2026Q1: 12,862 shares; 2026Q2: 16,479 shares 16,479 $5.81M 0.19% +3,617 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,135 shares; 2024Q4: 46,886 shares; 2025Q1: 27,232 shares; 2025Q2: 144,397 shares; 2025Q3: 47,289 shares; 2025Q4: 174,769 shares; 2026Q1: 228,236 shares; 2026Q2: 247,521 shares 247,521 $5.67M 0.19% +19,285 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 154,244 shares; 2026Q2: 161,250 shares 161,250 $5.56M 0.18% +7,006 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,535 shares; 2024Q4: 1,505 shares; 2025Q1: 1,947 shares; 2025Q2: 1,718 shares; 2025Q3: 1,739 shares; 2025Q4: 1,427 shares; 2026Q1: 3,772 shares; 2026Q2: 18,443 shares 18,443 $5.56M 0.18% +14,671 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,881 shares; 2024Q4: 2,835 shares; 2025Q1: 2,906 shares; 2025Q2: 2,989 shares; 2025Q3: 2,904 shares; 2025Q4: 3,208 shares; 2026Q1: 11,693 shares; 2026Q2: 12,801 shares 12,801 $5.46M 0.18% +1,108 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,237 shares; 2025Q2: 7,057 shares; 2025Q3: 15,778 shares; 2025Q4: 21,640 shares; 2026Q1: 27,568 shares; 2026Q2: 32,107 shares 32,107 $5.45M 0.18% +4,539 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,357 shares; 2025Q2: 58,892 shares; 2025Q3: 74,804 shares; 2025Q4: 70,275 shares; 2026Q1: 75,263 shares; 2026Q2: 103,366 shares 103,366 $5.44M 0.18% +28,103 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,265 shares; 2024Q4: 82,255 shares; 2025Q1: 48,253 shares; 2025Q2: 55,708 shares; 2025Q3: 50,338 shares; 2025Q4: 48,657 shares; 2026Q1: 42,028 shares; 2026Q2: 50,755 shares 50,755 $5.27M 0.17% +8,727 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,070 shares; 2024Q4: 139,436 shares; 2025Q1: 36,803 shares; 2025Q2: 36,550 shares; 2025Q3: 16,919 shares; 2025Q4: 146,238 shares; 2026Q1: 200,087 shares; 2026Q2: 204,300 shares 204,300 $5.21M 0.17% +4,213 Timeline CLIP 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: 7,331 shares; 2024Q4: not reported; 2025Q1: 189,096 shares; 2025Q2: 102,780 shares; 2025Q3: 120,362 shares; 2025Q4: 61,627 shares; 2026Q1: 55,539 shares; 2026Q2: 51,490 shares 51,490 $5.17M 0.17% -4,049 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,087 shares; 2024Q4: 47,048 shares; 2025Q1: 61,772 shares; 2025Q2: 51,244 shares; 2025Q3: 43,778 shares; 2025Q4: 53,704 shares; 2026Q1: 65,192 shares; 2026Q2: 75,145 shares 75,145 $5.14M 0.17% +9,953 Timeline IJT 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: 71,204 shares; 2025Q3: 86,898 shares; 2025Q4: 40,951 shares; 2026Q1: 32,956 shares; 2026Q2: 28,544 shares 28,544 $5.1M 0.17% -4,412 Timeline IBTH 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: 21,422 shares; 2025Q3: 25,799 shares; 2025Q4: 134,514 shares; 2026Q1: 227,847 shares; 2026Q2: 227,308 shares 227,308 $5.08M 0.17% -539 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,672 shares; 2024Q4: 3,734 shares; 2025Q1: 4,204 shares; 2025Q2: 5,035 shares; 2025Q3: 4,512 shares; 2025Q4: 6,362 shares; 2026Q1: 7,192 shares; 2026Q2: 7,031 shares 7,031 $5.08M 0.17% -161 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 191,461 shares; 2025Q2: 199,895 shares; 2025Q3: 190,494 shares; 2025Q4: 200,800 shares; 2026Q1: 202,286 shares; 2026Q2: 195,637 shares 195,637 $5.07M 0.17% -6,649 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,347 shares; 2024Q4: 16,516 shares; 2025Q1: 15,384 shares; 2025Q2: 15,543 shares; 2025Q3: 15,347 shares; 2025Q4: 15,504 shares; 2026Q1: 16,905 shares; 2026Q2: 16,730 shares 16,730 $4.99M 0.16% -175 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,863 shares; 2024Q4: 3,660 shares; 2025Q1: 5,626 shares; 2025Q2: 6,661 shares; 2025Q3: 6,483 shares; 2025Q4: 6,694 shares; 2026Q1: 4,669 shares; 2026Q2: 4,871 shares 4,871 $4.93M 0.16% +202 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,545 shares; 2024Q4: 11,580 shares; 2025Q1: 10,553 shares; 2025Q2: 31,849 shares; 2025Q3: 33,981 shares; 2025Q4: 188,555 shares; 2026Q1: 210,479 shares; 2026Q2: 222,170 shares 222,170 $4.81M 0.16% +11,691 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,114 shares; 2024Q4: 20,701 shares; 2025Q1: 50,006 shares; 2025Q2: 46,543 shares; 2025Q3: 52,017 shares; 2025Q4: 87,006 shares; 2026Q1: 99,622 shares; 2026Q2: 92,622 shares 92,622 $4.8M 0.16% -7,000 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,425 shares; 2024Q4: 37,028 shares; 2025Q1: 29,885 shares; 2025Q2: 31,829 shares; 2025Q3: 33,342 shares; 2025Q4: 37,014 shares; 2026Q1: 40,609 shares; 2026Q2: 40,721 shares 40,721 $4.76M 0.16% +112 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,681 shares; 2024Q4: 18,660 shares; 2025Q1: 17,269 shares; 2025Q2: 16,978 shares; 2025Q3: 21,785 shares; 2025Q4: 23,503 shares; 2026Q1: 19,852 shares; 2026Q2: 20,921 shares 20,921 $4.75M 0.16% +1,069 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,761 shares; 2024Q4: 8,799 shares; 2025Q1: 9,114 shares; 2025Q2: 11,165 shares; 2025Q3: 9,047 shares; 2025Q4: 9,528 shares; 2026Q1: 10,205 shares; 2026Q2: 11,412 shares 11,412 $4.74M 0.15% +1,207 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,949 shares; 2024Q4: 7,850 shares; 2025Q1: 6,353 shares; 2025Q2: 8,962 shares; 2025Q3: 10,336 shares; 2025Q4: 8,564 shares; 2026Q1: 17,495 shares; 2026Q2: 17,435 shares 17,435 $4.74M 0.15% -60 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,490 shares; 2024Q4: 12,815 shares; 2025Q1: 16,680 shares; 2025Q2: 14,415 shares; 2025Q3: 14,324 shares; 2025Q4: 12,694 shares; 2026Q1: 23,208 shares; 2026Q2: 22,157 shares 22,157 $4.71M 0.15% -1,051 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: 57,315 shares; 2024Q4: 57,315 shares; 2025Q1: 50,337 shares; 2025Q2: 51,016 shares; 2025Q3: 50,052 shares; 2025Q4: 49,263 shares; 2026Q1: 99,329 shares; 2026Q2: 126,734 shares 126,734 $4.66M 0.15% +27,405 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,962 shares; 2024Q4: 17,951 shares; 2025Q1: 17,033 shares; 2025Q2: 17,155 shares; 2025Q3: 17,269 shares; 2025Q4: 15,398 shares; 2026Q1: 14,709 shares; 2026Q2: 13,676 shares 13,676 $4.58M 0.15% -1,033 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: 8,359 shares; 2024Q4: 8,561 shares; 2025Q1: 8,522 shares; 2025Q2: 8,317 shares; 2025Q3: 9,396 shares; 2025Q4: 8,258 shares; 2026Q1: 8,673 shares; 2026Q2: 36,711 shares 36,711 $4.56M 0.15% +28,038 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,127 shares; 2024Q4: 116,405 shares; 2025Q1: 90,571 shares; 2025Q2: 92,285 shares; 2025Q3: 98,307 shares; 2025Q4: 109,152 shares; 2026Q1: 97,059 shares; 2026Q2: 107,573 shares 107,573 $4.55M 0.15% +10,514 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,217 shares; 2024Q4: 14,186 shares; 2025Q1: 13,925 shares; 2025Q2: 18,170 shares; 2025Q3: 17,685 shares; 2025Q4: 17,577 shares; 2026Q1: 19,070 shares; 2026Q2: 16,791 shares 16,791 $4.54M 0.15% -2,279 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,377 shares; 2024Q4: 3,569 shares; 2025Q1: 4,976 shares; 2025Q2: 5,212 shares; 2025Q3: 10,904 shares; 2025Q4: 10,345 shares; 2026Q1: 10,354 shares; 2026Q2: 10,792 shares 10,792 $4.42M 0.14% +438 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: 50,395 shares; 2024Q4: 50,185 shares; 2025Q1: 83,576 shares; 2025Q2: 98,599 shares; 2025Q3: 54,369 shares; 2025Q4: 71,414 shares; 2026Q1: 67,683 shares; 2026Q2: 71,574 shares 71,574 $4.4M 0.14% +3,891 Timeline PATN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 117,340 shares 117,340 $4.36M 0.14% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,796 shares; 2024Q4: 48,610 shares; 2025Q1: 48,130 shares; 2025Q2: 58,332 shares; 2025Q3: 57,472 shares; 2025Q4: 59,408 shares; 2026Q1: 62,562 shares; 2026Q2: 45,045 shares 45,045 $4.26M 0.14% -17,517 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,442 shares; 2024Q4: 44,562 shares; 2025Q1: 43,425 shares; 2025Q2: 38,919 shares; 2025Q3: 43,264 shares; 2025Q4: 30,225 shares; 2026Q1: 33,490 shares; 2026Q2: 30,438 shares 30,438 $4.25M 0.14% -3,052 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,283 shares; 2024Q4: 110,388 shares; 2025Q1: 116,373 shares; 2025Q2: 75,378 shares; 2025Q3: 63,020 shares; 2025Q4: 71,438 shares; 2026Q1: 74,325 shares; 2026Q2: 79,239 shares 79,239 $4.25M 0.14% +4,914 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,919 shares; 2024Q4: 52,734 shares; 2025Q1: 112,674 shares; 2025Q2: 124,957 shares; 2025Q3: 106,704 shares; 2025Q4: 72,289 shares; 2026Q1: 77,571 shares; 2026Q2: 72,711 shares 72,711 $4.23M 0.14% -4,860 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,628 shares; 2024Q4: 22,533 shares; 2025Q1: 27,969 shares; 2025Q2: 22,921 shares; 2025Q3: 25,807 shares; 2025Q4: 24,100 shares; 2026Q1: 22,468 shares; 2026Q2: 22,733 shares 22,733 $4.2M 0.14% +265 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,375 shares; 2024Q4: 25,299 shares; 2025Q1: 27,430 shares; 2025Q2: 24,292 shares; 2025Q3: 35,259 shares; 2025Q4: 60,836 shares; 2026Q1: 83,275 shares; 2026Q2: 81,910 shares 81,910 $4.17M 0.14% -1,365 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,330 shares; 2025Q2: 17,783 shares; 2025Q3: 17,896 shares; 2025Q4: 15,717 shares; 2026Q1: 10,075 shares; 2026Q2: 9,570 shares 9,570 $4.15M 0.14% -505 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,542 shares; 2024Q4: 23,712 shares; 2025Q1: 32,189 shares; 2025Q2: 15,207 shares; 2025Q3: 19,773 shares; 2025Q4: 14,996 shares; 2026Q1: 16,029 shares; 2026Q2: 16,266 shares 16,266 $4.13M 0.13% +237 Timeline SLQD 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: 74,350 shares; 2025Q2: 76,519 shares; 2025Q3: 79,032 shares; 2025Q4: 64,378 shares; 2026Q1: 77,099 shares; 2026Q2: 81,026 shares 81,026 $4.08M 0.13% +3,927 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,706 shares; 2024Q4: 13,700 shares; 2025Q1: 27,170 shares; 2025Q2: 28,331 shares; 2025Q3: 22,836 shares; 2025Q4: 20,000 shares; 2026Q1: 21,355 shares; 2026Q2: 18,284 shares 18,284 $3.98M 0.13% -3,071 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,417 shares; 2024Q4: 50,251 shares; 2025Q1: 49,911 shares; 2025Q2: 49,997 shares; 2025Q3: 48,619 shares; 2025Q4: 48,978 shares; 2026Q1: 49,365 shares; 2026Q2: 49,728 shares 49,728 $3.98M 0.13% +363 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: 23,758 shares; 2024Q4: 24,462 shares; 2025Q1: 30,552 shares; 2025Q2: 31,169 shares; 2025Q3: 34,367 shares; 2025Q4: 34,529 shares; 2026Q1: 50,656 shares; 2026Q2: 55,281 shares 55,281 $3.94M 0.13% +4,625 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,259 shares; 2024Q4: 52,447 shares; 2025Q1: 49,949 shares; 2025Q2: 49,865 shares; 2025Q3: 53,162 shares; 2025Q4: 53,879 shares; 2026Q1: 58,276 shares; 2026Q2: 58,033 shares 58,033 $3.92M 0.13% -243 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,039 shares; 2025Q4: 71,568 shares; 2026Q1: 74,119 shares; 2026Q2: 94,267 shares 94,267 $3.92M 0.13% +20,148 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,602 shares; 2024Q4: 12,760 shares; 2025Q1: 14,236 shares; 2025Q2: 13,430 shares; 2025Q3: 14,987 shares; 2025Q4: 14,007 shares; 2026Q1: 26,668 shares; 2026Q2: 30,259 shares 30,259 $3.89M 0.13% +3,591 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,025 shares; 2024Q4: 7,084 shares; 2025Q1: 7,043 shares; 2025Q2: 7,298 shares; 2025Q3: 9,735 shares; 2025Q4: 9,241 shares; 2026Q1: 10,507 shares; 2026Q2: 13,799 shares 13,799 $3.88M 0.13% +3,292 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 3,470 shares; 2025Q4: not reported; 2026Q1: 40,621 shares; 2026Q2: 50,421 shares 50,421 $3.86M 0.13% +9,800 Timeline IBTI 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: 21,610 shares; 2025Q3: 25,973 shares; 2025Q4: 139,419 shares; 2026Q1: 160,793 shares; 2026Q2: 174,270 shares 174,270 $3.86M 0.13% +13,477 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,800 shares; 2024Q4: 21,609 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,987 shares; 2026Q1: 9,987 shares; 2026Q2: 40,436 shares 40,436 $3.79M 0.12% +30,449 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: 226,065 shares; 2024Q4: 231,398 shares; 2025Q1: 130,103 shares; 2025Q2: 120,284 shares; 2025Q3: 113,044 shares; 2025Q4: 130,314 shares; 2026Q1: 146,227 shares; 2026Q2: 156,552 shares 156,552 $3.77M 0.12% +10,325 Timeline KWY KINGSWAY CORP More: the full row for KINGSWAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414,493 shares; 2024Q4: 411,893 shares; 2025Q1: 408,855 shares; 2025Q2: 385,058 shares; 2025Q3: 372,361 shares; 2025Q4: 356,411 shares; 2026Q1: 360,511 shares; 2026Q2: 358,511 shares 358,511 $3.74M 0.12% -2,000 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,839 shares; 2024Q4: 10,072 shares; 2025Q1: 8,246 shares; 2025Q2: 15,009 shares; 2025Q3: 18,641 shares; 2025Q4: 14,937 shares; 2026Q1: 13,765 shares; 2026Q2: 50,810 shares 50,810 $3.73M 0.12% +37,045 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: 87,055 shares; 2024Q4: 41,254 shares; 2025Q1: 393,188 shares; 2025Q2: 405,653 shares; 2025Q3: 403,577 shares; 2025Q4: 321,774 shares; 2026Q1: 196,880 shares; 2026Q2: 196,824 shares 196,824 $3.71M 0.12% -56 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,096 shares; 2024Q4: not reported; 2025Q1: 39,557 shares; 2025Q2: 41,704 shares; 2025Q3: 42,443 shares; 2025Q4: 38,129 shares; 2026Q1: 33,755 shares; 2026Q2: 41,766 shares 41,766 $3.71M 0.12% +8,011 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,442 shares; 2024Q4: 20,446 shares; 2025Q1: 20,262 shares; 2025Q2: 19,380 shares; 2025Q3: 18,540 shares; 2025Q4: 16,156 shares; 2026Q1: 25,111 shares; 2026Q2: 31,146 shares 31,146 $3.71M 0.12% +6,035 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,787 shares; 2025Q2: 9,118 shares; 2025Q3: 7,768 shares; 2025Q4: 7,442 shares; 2026Q1: 11,769 shares; 2026Q2: 14,994 shares 14,994 $3.68M 0.12% +3,225 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,118 shares; 2024Q4: 1,164 shares; 2025Q1: 795 shares; 2025Q2: 920 shares; 2025Q3: 1,498 shares; 2025Q4: 1,435 shares; 2026Q1: 1,901 shares; 2026Q2: 1,836 shares 1,836 $3.65M 0.12% -65 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: 300,976 shares; 2024Q4: 304,603 shares; 2025Q1: 347,010 shares; 2025Q2: 136,356 shares; 2025Q3: 132,287 shares; 2025Q4: 162,787 shares; 2026Q1: 173,483 shares; 2026Q2: 197,360 shares 197,360 $3.64M 0.12% +23,877 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: 51,115 shares; 2024Q4: 30,324 shares; 2025Q1: 56,779 shares; 2025Q2: 60,090 shares; 2025Q3: 47,356 shares; 2025Q4: 40,398 shares; 2026Q1: 43,378 shares; 2026Q2: 30,929 shares 30,929 $3.63M 0.12% -12,449 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,546 shares; 2024Q4: 12,639 shares; 2025Q1: 33,667 shares; 2025Q2: 49,698 shares; 2025Q3: 82,065 shares; 2025Q4: 73,853 shares; 2026Q1: 38,142 shares; 2026Q2: 28,068 shares 28,068 $3.59M 0.12% -10,074 Timeline IWY 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: 8,217 shares; 2025Q2: 14,221 shares; 2025Q3: 18,301 shares; 2025Q4: 13,231 shares; 2026Q1: 14,445 shares; 2026Q2: 12,281 shares 12,281 $3.57M 0.12% -2,164 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 272,852 shares; 2025Q2: 269,846 shares; 2025Q3: 266,513 shares; 2025Q4: 96,113 shares; 2026Q1: 122,427 shares; 2026Q2: 83,177 shares 83,177 $3.55M 0.12% -39,250 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,511 shares; 2025Q3: 7,413 shares; 2025Q4: 6,813 shares; 2026Q1: 26,729 shares; 2026Q2: 13,009 shares 13,009 $3.54M 0.12% -13,720 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,065 shares; 2024Q4: 18,779 shares; 2025Q1: 6,327 shares; 2025Q2: 7,113 shares; 2025Q3: 9,362 shares; 2025Q4: 6,788 shares; 2026Q1: 21,317 shares; 2026Q2: 29,937 shares 29,937 $3.52M 0.12% +8,620 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,135 shares; 2024Q4: 22,858 shares; 2025Q1: 26,319 shares; 2025Q2: 24,752 shares; 2025Q3: 22,907 shares; 2025Q4: 24,890 shares; 2026Q1: 21,681 shares; 2026Q2: 21,971 shares 21,971 $3.49M 0.11% +290 Timeline AIQ 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: 27,125 shares; 2024Q4: 27,125 shares; 2025Q1: 26,877 shares; 2025Q2: 54,210 shares; 2025Q3: 46,984 shares; 2025Q4: 64,275 shares; 2026Q1: 43,133 shares; 2026Q2: 52,978 shares 52,978 $3.48M 0.11% +9,845 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,110 shares; 2024Q4: 9,248 shares; 2025Q1: 8,454 shares; 2025Q2: 8,377 shares; 2025Q3: 6,662 shares; 2025Q4: 6,818 shares; 2026Q1: 6,552 shares; 2026Q2: 6,759 shares 6,759 $3.47M 0.11% +207 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: 29,393 shares; 2024Q4: 29,502 shares; 2025Q1: 31,637 shares; 2025Q2: 31,626 shares; 2025Q3: 35,408 shares; 2025Q4: 36,259 shares; 2026Q1: 39,909 shares; 2026Q2: 70,381 shares 70,381 $3.47M 0.11% +30,472 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: 100,231 shares; 2024Q4: 102,808 shares; 2025Q1: 145,610 shares; 2025Q2: 46,734 shares; 2025Q3: 44,266 shares; 2025Q4: 56,284 shares; 2026Q1: 84,559 shares; 2026Q2: 84,996 shares 84,996 $3.47M 0.11% +437 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,235 shares; 2024Q4: 7,368 shares; 2025Q1: 5,873 shares; 2025Q2: 5,766 shares; 2025Q3: 5,822 shares; 2025Q4: 6,985 shares; 2026Q1: 6,501 shares; 2026Q2: 6,764 shares 6,764 $3.45M 0.11% +263 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,264 shares; 2024Q4: 35,907 shares; 2025Q1: 31,173 shares; 2025Q2: 29,320 shares; 2025Q3: 23,993 shares; 2025Q4: 16,550 shares; 2026Q1: 23,109 shares; 2026Q2: 23,481 shares 23,481 $3.44M 0.11% +372 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,951 shares; 2024Q4: 13,006 shares; 2025Q1: 11,252 shares; 2025Q2: 12,521 shares; 2025Q3: 11,936 shares; 2025Q4: 13,700 shares; 2026Q1: 14,919 shares; 2026Q2: 14,359 shares 14,359 $3.4M 0.11% -560 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,263 shares; 2024Q4: 12,763 shares; 2025Q1: 14,072 shares; 2025Q2: 23,526 shares; 2025Q3: 9,939 shares; 2025Q4: 11,945 shares; 2026Q1: 33,522 shares; 2026Q2: 45,178 shares 45,178 $3.4M 0.11% +11,656 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,687 shares; 2024Q4: 7,470 shares; 2025Q1: 3,458 shares; 2025Q2: 3,570 shares; 2025Q3: 19,023 shares; 2025Q4: 17,455 shares; 2026Q1: 17,325 shares; 2026Q2: 16,153 shares 16,153 $3.38M 0.11% -1,172 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: 33,836 shares; 2024Q4: 30,730 shares; 2025Q1: 34,584 shares; 2025Q2: 32,051 shares; 2025Q3: 29,230 shares; 2025Q4: 39,711 shares; 2026Q1: 36,166 shares; 2026Q2: 35,500 shares 35,500 $3.36M 0.11% -666 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: 24,197 shares; 2024Q4: not reported; 2025Q1: 93,754 shares; 2025Q2: 96,804 shares; 2025Q3: 104,829 shares; 2025Q4: 119,405 shares; 2026Q1: 109,148 shares; 2026Q2: 111,255 shares 111,255 $3.36M 0.11% +2,107 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 68,581 shares; 2025Q4: 70,007 shares; 2026Q1: 78,041 shares; 2026Q2: 78,581 shares 78,581 $3.32M 0.11% +540 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,112 shares; 2024Q4: 35,004 shares; 2025Q1: 24,134 shares; 2025Q2: 15,594 shares; 2025Q3: 15,052 shares; 2025Q4: 33,756 shares; 2026Q1: 55,638 shares; 2026Q2: 52,280 shares 52,280 $3.29M 0.11% -3,358 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 601 shares; 2024Q4: 621 shares; 2025Q1: 629 shares; 2025Q2: 614 shares; 2025Q3: 584 shares; 2025Q4: 734 shares; 2026Q1: 4,909 shares; 2026Q2: 5,173 shares 5,173 $3.28M 0.11% +264 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,994 shares; 2024Q4: 3,682 shares; 2025Q1: 2,227 shares; 2025Q2: 2,416 shares; 2025Q3: 2,794 shares; 2025Q4: 3,369 shares; 2026Q1: 2,581 shares; 2026Q2: 3,078 shares 3,078 $3.28M 0.11% +497 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: 41,236 shares; 2024Q4: 47,324 shares; 2025Q1: 50,293 shares; 2025Q2: 56,731 shares; 2025Q3: 57,560 shares; 2025Q4: 70,356 shares; 2026Q1: 54,299 shares; 2026Q2: 57,541 shares 57,541 $3.28M 0.11% +3,242 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,533 shares; 2024Q4: 3,629 shares; 2025Q1: not reported; 2025Q2: 29,557 shares; 2025Q3: 35,341 shares; 2025Q4: 38,968 shares; 2026Q1: 41,134 shares; 2026Q2: 38,267 shares 38,267 $3.27M 0.11% -2,867 Timeline RWJ 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: 18,660 shares; 2024Q4: 17,309 shares; 2025Q1: 20,944 shares; 2025Q2: 27,895 shares; 2025Q3: 39,008 shares; 2025Q4: 48,880 shares; 2026Q1: 53,311 shares; 2026Q2: 54,935 shares 54,935 $3.27M 0.11% +1,624 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,870 shares; 2025Q2: 14,572 shares; 2025Q3: 12,504 shares; 2025Q4: 12,129 shares; 2026Q1: 11,998 shares; 2026Q2: 28,051 shares 28,051 $3.25M 0.11% +16,053 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,889 shares; 2024Q4: 7,731 shares; 2025Q1: 12,569 shares; 2025Q2: 22,127 shares; 2025Q3: 24,001 shares; 2025Q4: 18,107 shares; 2026Q1: 13,680 shares; 2026Q2: 13,272 shares 13,272 $3.23M 0.11% -408 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,131 shares; 2025Q2: 22,126 shares; 2025Q3: 14,184 shares; 2025Q4: 13,711 shares; 2026Q1: 30,227 shares; 2026Q2: 32,047 shares 32,047 $3.21M 0.11% +1,820 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,847 shares; 2026Q1: 48,332 shares; 2026Q2: 56,130 shares 56,130 $3.19M 0.1% +7,798 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,794 shares; 2024Q4: 50,745 shares; 2025Q1: 24,348 shares; 2025Q2: 63,092 shares; 2025Q3: 39,278 shares; 2025Q4: 31,904 shares; 2026Q1: 12,807 shares; 2026Q2: 37,994 shares 37,994 $3.18M 0.1% +25,187 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,768 shares; 2024Q4: 8,768 shares; 2025Q1: 8,848 shares; 2025Q2: 8,848 shares; 2025Q3: 8,848 shares; 2025Q4: 8,848 shares; 2026Q1: 67,888 shares; 2026Q2: 78,014 shares 78,014 $3.17M 0.1% +10,126 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,177 shares; 2024Q4: 13,957 shares; 2025Q1: 40,658 shares; 2025Q2: 58,836 shares; 2025Q3: 72,075 shares; 2025Q4: 88,582 shares; 2026Q1: 113,363 shares; 2026Q2: 134,558 shares 134,558 $3.12M 0.1% +21,195 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,707 shares 27,707 $3.1M 0.1% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,623 shares; 2024Q4: 8,483 shares; 2025Q1: 8,313 shares; 2025Q2: 13,135 shares; 2025Q3: 13,106 shares; 2025Q4: 13,334 shares; 2026Q1: 13,807 shares; 2026Q2: 13,958 shares 13,958 $3.08M 0.1% +151 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,306 shares; 2025Q3: 15,699 shares; 2025Q4: 20,719 shares; 2026Q1: 21,186 shares; 2026Q2: 32,214 shares 32,214 $3.07M 0.1% +11,028 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,409 shares; 2024Q4: not reported; 2025Q1: 18,441 shares; 2025Q2: 99,862 shares; 2025Q3: 39,760 shares; 2025Q4: 21,975 shares; 2026Q1: 59,156 shares; 2026Q2: 57,218 shares 57,218 $3.06M 0.1% -1,938 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,375 shares; 2024Q4: 29,945 shares; 2025Q1: 36,729 shares; 2025Q2: 37,086 shares; 2025Q3: 37,451 shares; 2025Q4: 42,997 shares; 2026Q1: 32,589 shares; 2026Q2: 36,889 shares 36,889 $3M 0.1% +4,300 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,211 shares; 2024Q4: 27,824 shares; 2025Q1: 28,565 shares; 2025Q2: 28,524 shares; 2025Q3: 28,405 shares; 2025Q4: 26,087 shares; 2026Q1: 33,230 shares; 2026Q2: 32,266 shares 32,266 $2.93M 0.1% -964 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,833 shares; 2025Q2: 43,594 shares; 2025Q3: 56,940 shares; 2025Q4: 60,114 shares; 2026Q1: 124,222 shares; 2026Q2: 110,434 shares 110,434 $2.93M 0.1% -13,788 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,647 shares; 2024Q4: 3,627 shares; 2025Q1: not reported; 2025Q2: 3,189 shares; 2025Q3: 4,319 shares; 2025Q4: 3,200 shares; 2026Q1: 2,742 shares; 2026Q2: 25,423 shares 25,423 $2.88M 0.09% +22,681 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: 17,118 shares; 2024Q4: 28,458 shares; 2025Q1: 59,943 shares; 2025Q2: 68,661 shares; 2025Q3: 138,864 shares; 2025Q4: 154,919 shares; 2026Q1: 132,596 shares; 2026Q2: 99,503 shares 99,503 $2.88M 0.09% -33,093 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,128 shares; 2025Q2: 133,079 shares; 2025Q3: 66,357 shares; 2025Q4: 68,482 shares; 2026Q1: 75,358 shares; 2026Q2: 75,467 shares 75,467 $2.88M 0.09% +109 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,995 shares; 2024Q4: 3,995 shares; 2025Q1: 4,307 shares; 2025Q2: 4,376 shares; 2025Q3: 4,441 shares; 2025Q4: 4,450 shares; 2026Q1: 4,469 shares; 2026Q2: 18,319 shares 18,319 $2.88M 0.09% +13,850 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: 137,255 shares; 2024Q4: 151,806 shares; 2025Q1: 131,168 shares; 2025Q2: 127,674 shares; 2025Q3: 144,739 shares; 2025Q4: 139,057 shares; 2026Q1: 134,613 shares; 2026Q2: 138,183 shares 138,183 $2.86M 0.09% +3,570 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,540 shares; 2024Q4: 8,515 shares; 2025Q1: 8,574 shares; 2025Q2: 8,691 shares; 2025Q3: 8,640 shares; 2025Q4: 8,582 shares; 2026Q1: 13,556 shares; 2026Q2: 9,651 shares 9,651 $2.83M 0.09% -3,905 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,170 shares; 2024Q4: 15,890 shares; 2025Q1: 21,394 shares; 2025Q2: 21,016 shares; 2025Q3: 17,514 shares; 2025Q4: 16,898 shares; 2026Q1: 15,122 shares; 2026Q2: 15,546 shares 15,546 $2.81M 0.09% +424 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,808 shares; 2025Q2: 11,292 shares; 2025Q3: 11,060 shares; 2025Q4: 72,964 shares; 2026Q1: 88,034 shares; 2026Q2: 85,162 shares 85,162 $2.81M 0.09% -2,872 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD 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: 70,657 shares; 2026Q2: 70,810 shares 70,810 $2.8M 0.09% +153 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: 55,447 shares; 2024Q4: 53,363 shares; 2025Q1: 45,106 shares; 2025Q2: 25,420 shares; 2025Q3: 16,531 shares; 2025Q4: 31,729 shares; 2026Q1: 70,298 shares; 2026Q2: 52,603 shares 52,603 $2.79M 0.09% -17,695 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,719 shares 50,719 $2.79M 0.09% new 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: 211,777 shares; 2024Q4: 205,014 shares; 2025Q1: 64,257 shares; 2025Q2: 50,860 shares; 2025Q3: 39,982 shares; 2025Q4: 43,930 shares; 2026Q1: 53,168 shares; 2026Q2: 44,773 shares 44,773 $2.78M 0.09% -8,395 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,346 shares; 2024Q4: 28,129 shares; 2025Q1: 39,034 shares; 2025Q2: 27,446 shares; 2025Q3: 19,547 shares; 2025Q4: 21,315 shares; 2026Q1: 13,909 shares; 2026Q2: 14,657 shares 14,657 $2.78M 0.09% +748 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,184 shares; 2024Q4: 3,508 shares; 2025Q1: 2,905 shares; 2025Q2: 170,042 shares; 2025Q3: 169,827 shares; 2025Q4: 843,002 shares; 2026Q1: 7,212 shares; 2026Q2: 28,009 shares 28,009 $2.78M 0.09% +20,797 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,684 shares; 2024Q4: 62,260 shares; 2025Q1: 53,573 shares; 2025Q2: 54,651 shares; 2025Q3: 54,291 shares; 2025Q4: 53,759 shares; 2026Q1: 39,514 shares; 2026Q2: 38,394 shares 38,394 $2.76M 0.09% -1,120 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 7,492 shares; 2025Q4: 7,492 shares; 2026Q1: 7,518 shares; 2026Q2: 7,518 shares 7,518 $2.74M 0.09% 0 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,898 shares; 2025Q3: 12,977 shares; 2025Q4: 15,128 shares; 2026Q1: 16,450 shares; 2026Q2: 20,997 shares 20,997 $2.71M 0.09% +4,547 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,924 shares; 2025Q2: 9,791 shares; 2025Q3: 11,399 shares; 2025Q4: 11,875 shares; 2026Q1: 17,386 shares; 2026Q2: 58,706 shares 58,706 $2.69M 0.09% +41,320 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: 104,071 shares; 2024Q4: 104,132 shares; 2025Q1: 21,758 shares; 2025Q2: 46,341 shares; 2025Q3: 46,783 shares; 2025Q4: 42,814 shares; 2026Q1: 44,608 shares; 2026Q2: 44,751 shares 44,751 $2.67M 0.09% +143 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,989 shares; 2024Q4: 27,625 shares; 2025Q1: 15,649 shares; 2025Q2: 17,681 shares; 2025Q3: 19,909 shares; 2025Q4: 18,595 shares; 2026Q1: 17,254 shares; 2026Q2: 19,574 shares 19,574 $2.65M 0.09% +2,320 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,079 shares 32,079 $2.65M 0.09% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,970 shares; 2024Q4: 28,955 shares; 2025Q1: 28,170 shares; 2025Q2: 28,093 shares; 2025Q3: 27,641 shares; 2025Q4: 27,810 shares; 2026Q1: 26,904 shares; 2026Q2: 29,465 shares 29,465 $2.65M 0.09% +2,561 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: 4,822 shares; 2024Q4: 5,350 shares; 2025Q1: 5,704 shares; 2025Q2: 30,315 shares; 2025Q3: 40,205 shares; 2025Q4: 40,514 shares; 2026Q1: 35,053 shares; 2026Q2: 34,308 shares 34,308 $2.63M 0.09% -745 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,680 shares; 2024Q4: 8,412 shares; 2025Q1: 3,697 shares; 2025Q2: 3,555 shares; 2025Q3: 2,920 shares; 2025Q4: 2,824 shares; 2026Q1: 7,853 shares; 2026Q2: 7,670 shares 7,670 $2.59M 0.08% -183 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: 128,066 shares; 2024Q4: 128,066 shares; 2025Q1: 132,366 shares; 2025Q2: 135,816 shares; 2025Q3: 132,796 shares; 2025Q4: 135,106 shares; 2026Q1: 125,123 shares; 2026Q2: 116,190 shares 116,190 $2.59M 0.08% -8,933 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,191 shares; 2024Q4: 12,551 shares; 2025Q1: 12,134 shares; 2025Q2: 14,492 shares; 2025Q3: 11,563 shares; 2025Q4: 6,471 shares; 2026Q1: 10,258 shares; 2026Q2: 11,905 shares 11,905 $2.58M 0.08% +1,647 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,767 shares; 2024Q4: 4,791 shares; 2025Q1: 3,756 shares; 2025Q2: 18,231 shares; 2025Q3: 15,981 shares; 2025Q4: 21,906 shares; 2026Q1: 10,661 shares; 2026Q2: 26,655 shares 26,655 $2.56M 0.08% +15,994 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,630 shares; 2024Q4: 17,472 shares; 2025Q1: 28,158 shares; 2025Q2: not reported; 2025Q3: 97,864 shares; 2025Q4: 101,832 shares; 2026Q1: 105,617 shares; 2026Q2: 106,334 shares 106,334 $2.53M 0.08% +717 Timeline INV INNVENTURE INC More: the full row for INNVENTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,270 shares; 2025Q3: 380,918 shares; 2025Q4: 459,552 shares; 2026Q1: 422,213 shares; 2026Q2: 497,066 shares 497,066 $2.52M 0.08% +74,853 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,278 shares; 2024Q4: 6,253 shares; 2025Q1: 5,827 shares; 2025Q2: 5,276 shares; 2025Q3: 4,592 shares; 2025Q4: 4,870 shares; 2026Q1: 5,014 shares; 2026Q2: 4,995 shares 4,995 $2.5M 0.08% -19 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,549 shares; 2024Q4: 7,570 shares; 2025Q1: 7,130 shares; 2025Q2: 6,964 shares; 2025Q3: 12,789 shares; 2025Q4: 13,326 shares; 2026Q1: 10,438 shares; 2026Q2: 13,090 shares 13,090 $2.49M 0.08% +2,652 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: 9,381 shares; 2024Q4: 9,156 shares; 2025Q1: 12,069 shares; 2025Q2: 9,674 shares; 2025Q3: 16,754 shares; 2025Q4: 18,820 shares; 2026Q1: 4,615 shares; 2026Q2: 27,264 shares 27,264 $2.48M 0.08% +22,649 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,213 shares; 2024Q4: 15,309 shares; 2025Q1: 14,282 shares; 2025Q2: 15,960 shares; 2025Q3: 15,189 shares; 2025Q4: 17,647 shares; 2026Q1: 17,268 shares; 2026Q2: 16,168 shares 16,168 $2.46M 0.08% -1,100 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,696 shares; 2025Q2: 12,459 shares; 2025Q3: 10,396 shares; 2025Q4: 10,419 shares; 2026Q1: 13,864 shares; 2026Q2: 18,442 shares 18,442 $2.46M 0.08% +4,578 Timeline YBTC ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168,201 shares; 2026Q1: 88,501 shares; 2026Q2: 148,546 shares 148,546 $2.46M 0.08% +60,045 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,961 shares; 2024Q4: 9,681 shares; 2025Q1: not reported; 2025Q2: 6,293 shares; 2025Q3: 9,456 shares; 2025Q4: 13,157 shares; 2026Q1: 14,623 shares; 2026Q2: 8,186 shares 8,186 $2.44M 0.08% -6,437 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,122 shares; 2024Q4: 9,760 shares; 2025Q1: 6,399 shares; 2025Q2: 6,564 shares; 2025Q3: 6,391 shares; 2025Q4: 6,781 shares; 2026Q1: 6,447 shares; 2026Q2: 6,723 shares 6,723 $2.43M 0.08% +276 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,435 shares; 2024Q4: 3,435 shares; 2025Q1: 3,391 shares; 2025Q2: 4,261 shares; 2025Q3: 8,050 shares; 2025Q4: 4,294 shares; 2026Q1: 4,500 shares; 2026Q2: 7,002 shares 7,002 $2.4M 0.08% +2,502 Timeline FNDF 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: 5,527 shares; 2024Q4: 5,527 shares; 2025Q1: not reported; 2025Q2: 23,873 shares; 2025Q3: 31,791 shares; 2025Q4: 40,264 shares; 2026Q1: 42,874 shares; 2026Q2: 45,256 shares 45,256 $2.39M 0.08% +2,382 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,765 shares; 2024Q4: 3,545 shares; 2025Q1: 17,375 shares; 2025Q2: 11,330 shares; 2025Q3: 4,242 shares; 2025Q4: 7,046 shares; 2026Q1: 9,709 shares; 2026Q2: 5,476 shares 5,476 $2.36M 0.08% -4,233 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,814 shares; 2026Q1: 11,463 shares; 2026Q2: 32,171 shares 32,171 $2.35M 0.08% +20,708 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,123 shares; 2024Q4: 34,789 shares; 2025Q1: 33,948 shares; 2025Q2: 36,358 shares; 2025Q3: 23,768 shares; 2025Q4: 18,430 shares; 2026Q1: 18,367 shares; 2026Q2: 16,604 shares 16,604 $2.32M 0.08% -1,763 Timeline JMOM 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: 12,064 shares; 2025Q2: 11,821 shares; 2025Q3: 16,152 shares; 2025Q4: 20,039 shares; 2026Q1: 22,290 shares; 2026Q2: 26,836 shares 26,836 $2.29M 0.07% +4,546 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,162 shares; 2024Q4: 51,859 shares; 2025Q1: 8,394 shares; 2025Q2: 1,847 shares; 2025Q3: 1,847 shares; 2025Q4: 6,220 shares; 2026Q1: 18,503 shares; 2026Q2: 20,914 shares 20,914 $2.29M 0.07% +2,411 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,927 shares; 2024Q4: not reported; 2025Q1: 8,193 shares; 2025Q2: 8,208 shares; 2025Q3: 8,208 shares; 2025Q4: 8,215 shares; 2026Q1: 34,042 shares; 2026Q2: 32,598 shares 32,598 $2.28M 0.07% -1,444 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,065 shares; 2024Q4: 8,065 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,020 shares; 2026Q1: 60,698 shares; 2026Q2: 78,083 shares 78,083 $2.27M 0.07% +17,385 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,414 shares; 2024Q4: 1,343 shares; 2025Q1: 4,005 shares; 2025Q2: 3,961 shares; 2025Q3: 4,618 shares; 2025Q4: 5,052 shares; 2026Q1: 5,699 shares; 2026Q2: 6,376 shares 6,376 $2.26M 0.07% +677 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,201 shares; 2024Q4: 9,749 shares; 2025Q1: not reported; 2025Q2: 38,357 shares; 2025Q3: 39,945 shares; 2025Q4: 32,742 shares; 2026Q1: 23,663 shares; 2026Q2: 24,174 shares 24,174 $2.26M 0.07% +511 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,484 shares; 2024Q4: 18,484 shares; 2025Q1: 17,540 shares; 2025Q2: 17,540 shares; 2025Q3: 17,540 shares; 2025Q4: 16,898 shares; 2026Q1: 16,215 shares; 2026Q2: 16,135 shares 16,135 $2.26M 0.07% -80 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,085 shares; 2024Q4: 48,088 shares; 2025Q1: 46,676 shares; 2025Q2: 44,424 shares; 2025Q3: 42,714 shares; 2025Q4: 39,478 shares; 2026Q1: 38,008 shares; 2026Q2: 44,949 shares 44,949 $2.25M 0.07% +6,941 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,297 shares; 2024Q4: 2,278 shares; 2025Q1: 2,222 shares; 2025Q2: 2,081 shares; 2025Q3: 2,096 shares; 2025Q4: 2,190 shares; 2026Q1: 4,457 shares; 2026Q2: 4,338 shares 4,338 $2.25M 0.07% -119 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,080 shares; 2025Q4: 17,724 shares; 2026Q1: 12,319 shares; 2026Q2: 17,833 shares 17,833 $2.22M 0.07% +5,514 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,512 shares; 2024Q4: 58,499 shares; 2025Q1: 56,432 shares; 2025Q2: 54,845 shares; 2025Q3: 50,118 shares; 2025Q4: 42,409 shares; 2026Q1: 43,523 shares; 2026Q2: 43,819 shares 43,819 $2.22M 0.07% +296 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,608 shares; 2024Q4: 17,622 shares; 2025Q1: 17,081 shares; 2025Q2: 16,165 shares; 2025Q3: 16,142 shares; 2025Q4: 26,114 shares; 2026Q1: 27,998 shares; 2026Q2: 45,436 shares 45,436 $2.21M 0.07% +17,438 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,986 shares; 2024Q4: 3,785 shares; 2025Q1: 5,278 shares; 2025Q2: 10,793 shares; 2025Q3: 14,979 shares; 2025Q4: 7,383 shares; 2026Q1: 5,739 shares; 2026Q2: 6,408 shares 6,408 $2.19M 0.07% +669 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,787 shares; 2024Q4: 8,469 shares; 2025Q1: 7,502 shares; 2025Q2: 6,549 shares; 2025Q3: 6,135 shares; 2025Q4: 6,099 shares; 2026Q1: 6,654 shares; 2026Q2: 8,531 shares 8,531 $2.18M 0.07% +1,877 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,849 shares; 2024Q4: 124,039 shares; 2025Q1: 120,434 shares; 2025Q2: 106,389 shares; 2025Q3: 127,065 shares; 2025Q4: 117,742 shares; 2026Q1: 107,372 shares; 2026Q2: 163,917 shares 163,917 $2.17M 0.07% +56,545 Timeline LINE LINEAGE INC More: the full row for LINEAGE 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: 43,298 shares; 2026Q2: 49,941 shares 49,941 $2.16M 0.07% +6,643 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,120 shares; 2024Q4: 28,304 shares; 2025Q1: 20,481 shares; 2025Q2: 14,493 shares; 2025Q3: 17,376 shares; 2025Q4: 16,643 shares; 2026Q1: 19,768 shares; 2026Q2: 21,110 shares 21,110 $2.16M 0.07% +1,342 Timeline GCOW 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: 55,859 shares; 2024Q4: 54,898 shares; 2025Q1: 49,903 shares; 2025Q2: 20,663 shares; 2025Q3: 11,079 shares; 2025Q4: 55,600 shares; 2026Q1: 93,153 shares; 2026Q2: 49,038 shares 49,038 $2.12M 0.07% -44,115 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,172 shares; 2024Q4: 1,413 shares; 2025Q1: 1,418 shares; 2025Q2: 738 shares; 2025Q3: 528 shares; 2025Q4: not reported; 2026Q1: 2,770 shares; 2026Q2: 4,696 shares 4,696 $2.12M 0.07% +1,926 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,917 shares; 2024Q4: not reported; 2025Q1: 6,396 shares; 2025Q2: 10,230 shares; 2025Q3: 10,003 shares; 2025Q4: 9,368 shares; 2026Q1: 6,746 shares; 2026Q2: 6,317 shares 6,317 $2.12M 0.07% -429 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,455 shares; 2024Q4: 4,302 shares; 2025Q1: 4,651 shares; 2025Q2: 4,516 shares; 2025Q3: 3,668 shares; 2025Q4: 3,447 shares; 2026Q1: 5,172 shares; 2026Q2: 9,679 shares 9,679 $2.11M 0.07% +4,507 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,023 shares; 2024Q4: 17,018 shares; 2025Q1: 16,172 shares; 2025Q2: 27,184 shares; 2025Q3: 24,551 shares; 2025Q4: 49,839 shares; 2026Q1: 55,410 shares; 2026Q2: 35,779 shares 35,779 $2.11M 0.07% -19,631 Timeline JIRE 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: 25,766 shares; 2024Q4: 25,808 shares; 2025Q1: 25,294 shares; 2025Q2: 25,276 shares; 2025Q3: 26,472 shares; 2025Q4: 25,694 shares; 2026Q1: 26,005 shares; 2026Q2: 25,569 shares 25,569 $2.11M 0.07% -436 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: 71,350 shares; 2024Q4: 71,551 shares; 2025Q1: 70,225 shares; 2025Q2: 49,525 shares; 2025Q3: 54,584 shares; 2025Q4: 55,493 shares; 2026Q1: 56,900 shares; 2026Q2: 56,762 shares 56,762 $2.1M 0.07% -138 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 863 shares; 2024Q4: 866 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 6,151 shares; 2026Q1: 4,606 shares; 2026Q2: 6,616 shares 6,616 $2.1M 0.07% +2,010 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,141 shares; 2024Q4: 8,916 shares; 2025Q1: 5,124 shares; 2025Q2: 3,014 shares; 2025Q3: 3,475 shares; 2025Q4: 3,331 shares; 2026Q1: 3,258 shares; 2026Q2: 4,063 shares 4,063 $2.09M 0.07% +805 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,478 shares; 2025Q3: 3,442 shares; 2025Q4: 6,857 shares; 2026Q1: 5,639 shares; 2026Q2: 11,959 shares 11,959 $2.08M 0.07% +6,320 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,382 shares 5,382 $2.07M 0.07% new Timeline ZALT 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: 7,541 shares; 2025Q2: 8,527 shares; 2025Q3: 58,608 shares; 2025Q4: 61,854 shares; 2026Q1: 63,983 shares; 2026Q2: 61,057 shares 61,057 $2.07M 0.07% -2,926 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,216 shares; 2024Q4: 17,477 shares; 2025Q1: 68,590 shares; 2025Q2: 70,313 shares; 2025Q3: 77,474 shares; 2025Q4: 59,039 shares; 2026Q1: 40,453 shares; 2026Q2: 39,845 shares 39,845 $2.07M 0.07% -608 Timeline IPAC 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: 4,892 shares; 2025Q2: 4,739 shares; 2025Q3: 4,276 shares; 2025Q4: 6,360 shares; 2026Q1: 29,281 shares; 2026Q2: 25,132 shares 25,132 $2.06M 0.07% -4,149 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,268 shares; 2024Q4: 5,540 shares; 2025Q1: 4,522 shares; 2025Q2: 5,184 shares; 2025Q3: 5,569 shares; 2025Q4: 6,961 shares; 2026Q1: 6,620 shares; 2026Q2: 8,254 shares 8,254 $2.05M 0.07% +1,634 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 569 shares; 2026Q2: 895 shares 895 $2.03M 0.07% +326 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,403 shares; 2024Q4: 11,733 shares; 2025Q1: 12,789 shares; 2025Q2: 22,888 shares; 2025Q3: 22,501 shares; 2025Q4: 23,139 shares; 2026Q1: 23,601 shares; 2026Q2: 24,345 shares 24,345 $2.03M 0.07% +744 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,132 shares; 2024Q4: 1,321 shares; 2025Q1: 1,163 shares; 2025Q2: 2,027 shares; 2025Q3: 1,527 shares; 2025Q4: 1,651 shares; 2026Q1: 1,653 shares; 2026Q2: 1,728 shares 1,728 $2.03M 0.07% +75 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,817 shares; 2026Q1: 16,495 shares; 2026Q2: 7,322 shares 7,322 $2.02M 0.07% -9,173 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34,524 shares; 2025Q1: 35,409 shares; 2025Q2: 35,561 shares; 2025Q3: 37,427 shares; 2025Q4: 35,245 shares; 2026Q1: 37,113 shares; 2026Q2: 50,198 shares 50,198 $2.02M 0.07% +13,085 Timeline ECOW 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: 108,491 shares; 2024Q4: 105,397 shares; 2025Q1: 95,331 shares; 2025Q2: 10,620 shares; 2025Q3: 74,330 shares; 2025Q4: 68,508 shares; 2026Q1: 67,332 shares; 2026Q2: 75,911 shares 75,911 $2.01M 0.07% +8,579 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,039 shares; 2024Q4: 14,744 shares; 2025Q1: 14,577 shares; 2025Q2: 16,040 shares; 2025Q3: 14,352 shares; 2025Q4: 13,319 shares; 2026Q1: 14,795 shares; 2026Q2: 12,517 shares 12,517 $1.99M 0.06% -2,278 Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 16,485 shares; 2026Q2: 17,251 shares 17,251 $1.97M 0.06% +766 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,044 shares; 2024Q4: 51,186 shares; 2025Q1: 48,703 shares; 2025Q2: 46,612 shares; 2025Q3: 43,852 shares; 2025Q4: 40,260 shares; 2026Q1: 39,747 shares; 2026Q2: 38,953 shares 38,953 $1.97M 0.06% -794 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,912 shares; 2025Q4: 11,665 shares; 2026Q1: 18,437 shares; 2026Q2: 19,546 shares 19,546 $1.97M 0.06% +1,109 Timeline IBDW 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: 29,783 shares; 2025Q2: 45,472 shares; 2025Q3: 38,671 shares; 2025Q4: 79,243 shares; 2026Q1: 86,614 shares; 2026Q2: 94,291 shares 94,291 $1.97M 0.06% +7,677 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: 9,544 shares; 2024Q4: 9,346 shares; 2025Q1: 21,598 shares; 2025Q2: 18,717 shares; 2025Q3: 18,481 shares; 2025Q4: 18,485 shares; 2026Q1: 17,775 shares; 2026Q2: 17,807 shares 17,807 $1.96M 0.06% +32 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: not reported; 2025Q1: 15,802 shares; 2025Q2: 15,946 shares; 2025Q3: 26,240 shares; 2025Q4: 28,327 shares; 2026Q1: 26,019 shares; 2026Q2: 51,468 shares 51,468 $1.95M 0.06% +25,449 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; 2024Q3: 2,613 shares; 2024Q4: 2,733 shares; 2025Q1: 2,784 shares; 2025Q2: 4,839 shares; 2025Q3: 5,042 shares; 2025Q4: 7,327 shares; 2026Q1: 10,596 shares; 2026Q2: 12,341 shares 12,341 $1.95M 0.06% +1,745 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,569 shares; 2024Q4: 46,434 shares; 2025Q1: 46,308 shares; 2025Q2: 41,245 shares; 2025Q3: 41,247 shares; 2025Q4: 27,927 shares; 2026Q1: 27,312 shares; 2026Q2: 27,646 shares 27,646 $1.95M 0.06% +334 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,082 shares; 2025Q2: 52,707 shares; 2025Q3: 49,689 shares; 2025Q4: 49,068 shares; 2026Q1: 43,478 shares; 2026Q2: 32,385 shares 32,385 $1.93M 0.06% -11,093 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,536 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,058 shares; 2025Q4: 12,199 shares; 2026Q1: 20,014 shares; 2026Q2: 27,569 shares 27,569 $1.93M 0.06% +7,555 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,524 shares; 2024Q4: 13,457 shares; 2025Q1: 12,568 shares; 2025Q2: 17,569 shares; 2025Q3: 26,298 shares; 2025Q4: 20,720 shares; 2026Q1: 22,327 shares; 2026Q2: 24,276 shares 24,276 $1.92M 0.06% +1,949 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,513 shares; 2024Q4: 3,997 shares; 2025Q1: 9,252 shares; 2025Q2: 7,083 shares; 2025Q3: 7,156 shares; 2025Q4: 7,880 shares; 2026Q1: 6,537 shares; 2026Q2: 6,740 shares 6,740 $1.91M 0.06% +203 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; 2024Q3: 24,640 shares; 2024Q4: 70,829 shares; 2025Q1: 53,373 shares; 2025Q2: 33,792 shares; 2025Q3: 32,657 shares; 2025Q4: 31,866 shares; 2026Q1: 29,127 shares; 2026Q2: 29,337 shares 29,337 $1.89M 0.06% +210 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF 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: 45,048 shares; 2025Q3: 45,216 shares; 2025Q4: 45,126 shares; 2026Q1: 43,296 shares; 2026Q2: 35,370 shares 35,370 $1.87M 0.06% -7,926 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 31,910 shares; 2026Q2: 68,480 shares 68,480 $1.86M 0.06% +36,570 Timeline CEF 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: 13,069 shares; 2024Q4: 12,117 shares; 2025Q1: 102,055 shares; 2025Q2: 147,821 shares; 2025Q3: 44,599 shares; 2025Q4: 39,110 shares; 2026Q1: 40,725 shares; 2026Q2: 46,290 shares 46,290 $1.86M 0.06% +5,565 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,247 shares; 2024Q4: 1,221 shares; 2025Q1: 4,005 shares; 2025Q2: 3,780 shares; 2025Q3: 4,235 shares; 2025Q4: 4,180 shares; 2026Q1: 2,776 shares; 2026Q2: 3,741 shares 3,741 $1.86M 0.06% +965 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,887 shares; 2024Q4: 5,682 shares; 2025Q1: 6,642 shares; 2025Q2: 6,797 shares; 2025Q3: 6,396 shares; 2025Q4: 6,623 shares; 2026Q1: 6,912 shares; 2026Q2: 6,502 shares 6,502 $1.86M 0.06% -410 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,691 shares; 2024Q4: 7,898 shares; 2025Q1: 15,796 shares; 2025Q2: 8,515 shares; 2025Q3: 12,588 shares; 2025Q4: 37,018 shares; 2026Q1: 35,092 shares; 2026Q2: 32,121 shares 32,121 $1.85M 0.06% -2,971 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,087 shares; 2024Q4: 13,087 shares; 2025Q1: 14,631 shares; 2025Q2: 14,631 shares; 2025Q3: 14,631 shares; 2025Q4: 14,631 shares; 2026Q1: 18,376 shares; 2026Q2: 39,232 shares 39,232 $1.85M 0.06% +20,856 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,900 shares; 2024Q4: 10,100 shares; 2025Q1: 11,769 shares; 2025Q2: 17,390 shares; 2025Q3: 20,007 shares; 2025Q4: 18,816 shares; 2026Q1: 19,064 shares; 2026Q2: 22,396 shares 22,396 $1.85M 0.06% +3,332 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 766 shares; 2024Q4: 759 shares; 2025Q1: not reported; 2025Q2: 783 shares; 2025Q3: 727 shares; 2025Q4: 768 shares; 2026Q1: 486 shares; 2026Q2: 3,530 shares 3,530 $1.85M 0.06% +3,044 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,386 shares; 2024Q4: 16,651 shares; 2025Q1: 18,080 shares; 2025Q2: 24,960 shares; 2025Q3: 16,636 shares; 2025Q4: 22,110 shares; 2026Q1: 31,217 shares; 2026Q2: 52,992 shares 52,992 $1.84M 0.06% +21,775 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,258 shares; 2024Q4: 5,728 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,306 shares; 2026Q2: 35,950 shares 35,950 $1.82M 0.06% +4,644 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,688 shares 6,688 $1.82M 0.06% new 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; 2024Q3: 608 shares; 2024Q4: 607 shares; 2025Q1: not reported; 2025Q2: 1,243 shares; 2025Q3: 1,256 shares; 2025Q4: 1,251 shares; 2026Q1: 796 shares; 2026Q2: 913 shares 913 $1.81M 0.06% +117 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,294 shares; 2025Q4: 19,134 shares; 2026Q1: 32,582 shares; 2026Q2: 44,359 shares 44,359 $1.8M 0.06% +11,777 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,090 shares; 2025Q2: 2,154 shares; 2025Q3: 2,207 shares; 2025Q4: 2,186 shares; 2026Q1: 2,071 shares; 2026Q2: 1,872 shares 1,872 $1.8M 0.06% -199 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,926 shares; 2024Q4: 6,088 shares; 2025Q1: 6,822 shares; 2025Q2: 4,753 shares; 2025Q3: 4,653 shares; 2025Q4: 4,780 shares; 2026Q1: 4,822 shares; 2026Q2: 4,881 shares 4,881 $1.79M 0.06% +59 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,823 shares; 2024Q4: 5,934 shares; 2025Q1: 12,884 shares; 2025Q2: 6,839 shares; 2025Q3: 9,235 shares; 2025Q4: 27,985 shares; 2026Q1: 26,329 shares; 2026Q2: 26,293 shares 26,293 $1.78M 0.06% -36 Timeline ROBT 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: 35,520 shares; 2024Q4: 35,520 shares; 2025Q1: 34,040 shares; 2025Q2: 34,040 shares; 2025Q3: 33,294 shares; 2025Q4: 33,294 shares; 2026Q1: 32,882 shares; 2026Q2: 31,541 shares 31,541 $1.77M 0.06% -1,341 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,638 shares; 2024Q4: 8,847 shares; 2025Q1: 4,713 shares; 2025Q2: 3,825 shares; 2025Q3: 3,530 shares; 2025Q4: 4,295 shares; 2026Q1: 9,502 shares; 2026Q2: 9,288 shares 9,288 $1.77M 0.06% -214 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,892 shares; 2024Q4: 14,921 shares; 2025Q1: 5,308 shares; 2025Q2: 5,676 shares; 2025Q3: 5,779 shares; 2025Q4: 6,440 shares; 2026Q1: 8,341 shares; 2026Q2: 18,167 shares 18,167 $1.74M 0.06% +9,826 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,140 shares; 2025Q2: 2,837 shares; 2025Q3: 2,544 shares; 2025Q4: 3,155 shares; 2026Q1: 4,265 shares; 2026Q2: 4,755 shares 4,755 $1.74M 0.06% +490 Timeline DSPY TEMA ETF TRUST More: the full row for TEMA 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: 26,237 shares 26,237 $1.73M 0.06% new Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,150 shares; 2026Q2: 10,277 shares 10,277 $1.73M 0.06% +5,127 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,358 shares; 2024Q4: 13,212 shares; 2025Q1: 13,616 shares; 2025Q2: 14,490 shares; 2025Q3: 12,052 shares; 2025Q4: 12,875 shares; 2026Q1: 22,488 shares; 2026Q2: 19,721 shares 19,721 $1.71M 0.06% -2,767 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,873 shares; 2024Q4: 25,460 shares; 2025Q1: 26,645 shares; 2025Q2: 30,686 shares; 2025Q3: 32,790 shares; 2025Q4: 29,358 shares; 2026Q1: 27,946 shares; 2026Q2: 21,322 shares 21,322 $1.71M 0.06% -6,624 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,804 shares; 2024Q4: 1,812 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,592 shares; 2026Q1: not reported; 2026Q2: 9,627 shares 9,627 $1.69M 0.06% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,895 shares; 2024Q4: 1,790 shares; 2025Q1: 2,038 shares; 2025Q2: 2,087 shares; 2025Q3: 2,135 shares; 2025Q4: 2,469 shares; 2026Q1: 2,282 shares; 2026Q2: 2,366 shares 2,366 $1.69M 0.06% +84 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,693 shares; 2024Q4: 17,430 shares; 2025Q1: 14,949 shares; 2025Q2: 18,305 shares; 2025Q3: 19,825 shares; 2025Q4: 18,250 shares; 2026Q1: 14,841 shares; 2026Q2: 17,567 shares 17,567 $1.69M 0.06% +2,726 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,210 shares; 2024Q4: 3,217 shares; 2025Q1: 2,351 shares; 2025Q2: 2,550 shares; 2025Q3: 2,791 shares; 2025Q4: 2,614 shares; 2026Q1: 2,097 shares; 2026Q2: 7,076 shares 7,076 $1.68M 0.06% +4,979 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,820 shares; 2024Q4: 1,785 shares; 2025Q1: 1,797 shares; 2025Q2: 1,759 shares; 2025Q3: 1,739 shares; 2025Q4: 1,735 shares; 2026Q1: 1,578 shares; 2026Q2: 6,673 shares 6,673 $1.67M 0.05% +5,095 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,547 shares; 2026Q2: 3,394 shares 3,394 $1.66M 0.05% +847 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; 2024Q3: 11,140 shares; 2024Q4: 11,140 shares; 2025Q1: 11,039 shares; 2025Q2: 10,929 shares; 2025Q3: 10,331 shares; 2025Q4: 10,431 shares; 2026Q1: 12,166 shares; 2026Q2: 12,351 shares 12,351 $1.66M 0.05% +185 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 2,719 shares; 2025Q2: 3,853 shares; 2025Q3: 4,655 shares; 2025Q4: 4,654 shares; 2026Q1: 4,176 shares; 2026Q2: 4,802 shares 4,802 $1.65M 0.05% +626 Timeline XRN CHIRON REAL ESTATE INC More: the full row for CHIRON REAL ESTATE 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: 43,819 shares 43,819 $1.64M 0.05% new Timeline JIVE 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: not reported; 2026Q2: 17,845 shares 17,845 $1.64M 0.05% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,136 shares; 2024Q4: 26,314 shares; 2025Q1: 54,886 shares; 2025Q2: 52,482 shares; 2025Q3: 43,590 shares; 2025Q4: 30,911 shares; 2026Q1: 32,374 shares; 2026Q2: 32,058 shares 32,058 $1.64M 0.05% -316 Timeline RWL 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: 8,608 shares; 2025Q2: 8,377 shares; 2025Q3: 8,652 shares; 2025Q4: 8,661 shares; 2026Q1: 9,038 shares; 2026Q2: 12,796 shares 12,796 $1.63M 0.05% +3,758 Timeline SOXX 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: 679 shares; 2026Q1: 683 shares; 2026Q2: 2,530 shares 2,530 $1.62M 0.05% +1,847 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,395 shares; 2024Q4: 2,415 shares; 2025Q1: 2,723 shares; 2025Q2: 4,081 shares; 2025Q3: 3,293 shares; 2025Q4: 3,410 shares; 2026Q1: 4,069 shares; 2026Q2: 18,283 shares 18,283 $1.61M 0.05% +14,214 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,883 shares; 2026Q1: 2,933 shares; 2026Q2: 4,858 shares 4,858 $1.61M 0.05% +1,925 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,641 shares; 2024Q4: 14,960 shares; 2025Q1: 19,293 shares; 2025Q2: 17,391 shares; 2025Q3: 17,311 shares; 2025Q4: 21,744 shares; 2026Q1: 23,679 shares; 2026Q2: 32,199 shares 32,199 $1.6M 0.05% +8,520 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,315 shares; 2024Q4: 13,150 shares; 2025Q1: 10,504 shares; 2025Q2: 42,770 shares; 2025Q3: 73,907 shares; 2025Q4: 83,391 shares; 2026Q1: 88,377 shares; 2026Q2: 82,109 shares 82,109 $1.6M 0.05% -6,268 Timeline JAVA 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: 8,603 shares; 2025Q2: 9,197 shares; 2025Q3: 12,458 shares; 2025Q4: 15,368 shares; 2026Q1: 17,513 shares; 2026Q2: 20,134 shares 20,134 $1.6M 0.05% +2,621 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,755 shares; 2024Q4: 9,755 shares; 2025Q1: 9,462 shares; 2025Q2: 9,462 shares; 2025Q3: 7,940 shares; 2025Q4: 7,875 shares; 2026Q1: 7,395 shares; 2026Q2: 8,487 shares 8,487 $1.59M 0.05% +1,092 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,440 shares; 2025Q4: 17,183 shares; 2026Q1: 16,002 shares; 2026Q2: 19,220 shares 19,220 $1.59M 0.05% +3,218 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,975 shares; 2024Q4: 1,975 shares; 2025Q1: not reported; 2025Q2: 4,482 shares; 2025Q3: 10,391 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,113 shares 6,113 $1.59M 0.05% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 28,285 shares; 2026Q2: 28,282 shares 28,282 $1.59M 0.05% -3 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,226 shares; 2025Q3: 82,054 shares; 2025Q4: 106,367 shares; 2026Q1: 60,799 shares; 2026Q2: 118,793 shares 118,793 $1.59M 0.05% +57,994 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,697 shares; 2025Q4: 34,561 shares; 2026Q1: 35,609 shares; 2026Q2: 47,311 shares 47,311 $1.58M 0.05% +11,702 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,275 shares; 2024Q4: 39,392 shares; 2025Q1: 37,355 shares; 2025Q2: 38,670 shares; 2025Q3: 38,943 shares; 2025Q4: 31,974 shares; 2026Q1: 31,333 shares; 2026Q2: 33,601 shares 33,601 $1.58M 0.05% +2,268 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,867 shares; 2024Q4: 4,643 shares; 2025Q1: 6,672 shares; 2025Q2: 6,950 shares; 2025Q3: 6,606 shares; 2025Q4: 6,967 shares; 2026Q1: 7,417 shares; 2026Q2: 6,029 shares 6,029 $1.57M 0.05% -1,388 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,190 shares; 2024Q4: 14,397 shares; 2025Q1: 6,832 shares; 2025Q2: 6,659 shares; 2025Q3: 7,671 shares; 2025Q4: 15,650 shares; 2026Q1: 15,543 shares; 2026Q2: 15,359 shares 15,359 $1.57M 0.05% -184 Timeline HUM HUMANA INC More: the full row for HUMANA 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: 788 shares; 2026Q1: not reported; 2026Q2: 3,940 shares 3,940 $1.57M 0.05% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,069 shares; 2024Q4: 4,060 shares; 2025Q1: 4,108 shares; 2025Q2: 3,968 shares; 2025Q3: 4,056 shares; 2025Q4: 4,054 shares; 2026Q1: 5,732 shares; 2026Q2: 3,840 shares 3,840 $1.56M 0.05% -1,892 Timeline SEZL SEZZLE INC More: the full row for SEZZLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,602 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,092 shares 9,092 $1.56M 0.05% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,201 shares; 2024Q4: 22,096 shares; 2025Q1: 11,435 shares; 2025Q2: 11,435 shares; 2025Q3: 11,435 shares; 2025Q4: 12,141 shares; 2026Q1: 52,191 shares; 2026Q2: 65,765 shares 65,765 $1.56M 0.05% +13,574 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,168 shares; 2024Q4: 10,092 shares; 2025Q1: 10,229 shares; 2025Q2: 9,749 shares; 2025Q3: 9,762 shares; 2025Q4: 9,705 shares; 2026Q1: 9,645 shares; 2026Q2: 9,975 shares 9,975 $1.56M 0.05% +330 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,008 shares; 2024Q4: 18,943 shares; 2025Q1: 23,221 shares; 2025Q2: 23,768 shares; 2025Q3: 23,810 shares; 2025Q4: 22,054 shares; 2026Q1: 21,650 shares; 2026Q2: 21,715 shares 21,715 $1.55M 0.05% +65 Timeline IBTK 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: 136,651 shares; 2026Q1: 80,082 shares; 2026Q2: 78,858 shares 78,858 $1.54M 0.05% -1,224 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,706 shares; 2024Q4: 12,739 shares; 2025Q1: 7,407 shares; 2025Q2: 12,556 shares; 2025Q3: 57,881 shares; 2025Q4: 55,224 shares; 2026Q1: 62,776 shares; 2026Q2: 30,366 shares 30,366 $1.54M 0.05% -32,410 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,917 shares; 2024Q4: 14,123 shares; 2025Q1: 18,842 shares; 2025Q2: 15,457 shares; 2025Q3: 11,572 shares; 2025Q4: 10,731 shares; 2026Q1: 11,036 shares; 2026Q2: 8,278 shares 8,278 $1.53M 0.05% -2,758 Timeline IDEC 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: 11,317 shares; 2025Q2: 14,255 shares; 2025Q3: 13,300 shares; 2025Q4: 49,855 shares; 2026Q1: 44,907 shares; 2026Q2: 44,614 shares 44,614 $1.53M 0.05% -293 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,141 shares; 2024Q4: 2,973 shares; 2025Q1: 12,696 shares; 2025Q2: 13,312 shares; 2025Q3: 11,761 shares; 2025Q4: 12,189 shares; 2026Q1: 12,490 shares; 2026Q2: 12,600 shares 12,600 $1.53M 0.05% +110 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,820 shares 6,820 $1.53M 0.05% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,644 shares; 2024Q4: 9,626 shares; 2025Q1: 15,705 shares; 2025Q2: 15,580 shares; 2025Q3: 15,308 shares; 2025Q4: 21,309 shares; 2026Q1: 26,365 shares; 2026Q2: 22,308 shares 22,308 $1.52M 0.05% -4,057 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,198 shares; 2024Q4: 8,113 shares; 2025Q1: not reported; 2025Q2: 12,460 shares; 2025Q3: 13,542 shares; 2025Q4: 34,527 shares; 2026Q1: 23,292 shares; 2026Q2: 9,672 shares 9,672 $1.52M 0.05% -13,620 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,652 shares; 2025Q2: 21,858 shares; 2025Q3: 20,307 shares; 2025Q4: 16,146 shares; 2026Q1: 14,779 shares; 2026Q2: 14,899 shares 14,899 $1.52M 0.05% +120 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,275 shares; 2024Q4: 36,175 shares; 2025Q1: 81,209 shares; 2025Q2: 70,316 shares; 2025Q3: 50,634 shares; 2025Q4: 6,566 shares; 2026Q1: 22,888 shares; 2026Q2: 19,995 shares 19,995 $1.51M 0.05% -2,893 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,580 shares; 2024Q4: 13,282 shares; 2025Q1: 11,267 shares; 2025Q2: 9,675 shares; 2025Q3: 11,106 shares; 2025Q4: 9,087 shares; 2026Q1: 7,896 shares; 2026Q2: 9,307 shares 9,307 $1.51M 0.05% +1,411 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,073 shares; 2024Q4: not reported; 2025Q1: 5,244 shares; 2025Q2: 4,958 shares; 2025Q3: 4,828 shares; 2025Q4: 24,266 shares; 2026Q1: 27,235 shares; 2026Q2: 28,331 shares 28,331 $1.51M 0.05% +1,096 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,920 shares; 2024Q4: 1,923 shares; 2025Q1: 951 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,213 shares; 2026Q2: 6,326 shares 6,326 $1.5M 0.05% -887 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,025 shares; 2024Q4: 3,025 shares; 2025Q1: 2,523 shares; 2025Q2: 2,514 shares; 2025Q3: 2,514 shares; 2025Q4: 2,440 shares; 2026Q1: 5,299 shares; 2026Q2: 4,233 shares 4,233 $1.5M 0.05% -1,066 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: 15,871 shares; 2024Q4: 15,285 shares; 2025Q1: 14,750 shares; 2025Q2: 17,284 shares; 2025Q3: 17,415 shares; 2025Q4: 16,184 shares; 2026Q1: 20,880 shares; 2026Q2: 18,276 shares 18,276 $1.5M 0.05% -2,604 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.05% 0 Timeline KNRG SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,501 shares; 2026Q2: 57,631 shares 57,631 $1.48M 0.05% -2,870 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,210 shares; 2024Q4: 1,204 shares; 2025Q1: 1,111 shares; 2025Q2: 1,310 shares; 2025Q3: 1,151 shares; 2025Q4: 1,133 shares; 2026Q1: 986 shares; 2026Q2: 2,585 shares 2,585 $1.48M 0.05% +1,599 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,843 shares; 2024Q4: 1,970 shares; 2025Q1: 1,011 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,248 shares; 2026Q1: 2,213 shares; 2026Q2: 2,371 shares 2,371 $1.48M 0.05% +158 Timeline CGMU 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: 39,782 shares; 2024Q4: 39,782 shares; 2025Q1: 41,002 shares; 2025Q2: 44,802 shares; 2025Q3: 46,402 shares; 2025Q4: 50,156 shares; 2026Q1: 53,154 shares; 2026Q2: 53,550 shares 53,550 $1.47M 0.05% +396 Timeline NXTG 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: 10,377 shares; 2024Q4: 10,376 shares; 2025Q1: 9,819 shares; 2025Q2: 9,821 shares; 2025Q3: 9,742 shares; 2025Q4: 9,744 shares; 2026Q1: 9,623 shares; 2026Q2: 9,553 shares 9,553 $1.47M 0.05% -70 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,461 shares; 2026Q1: 33,176 shares; 2026Q2: 50,007 shares 50,007 $1.46M 0.05% +16,831 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,590 shares; 2024Q4: 21,445 shares; 2025Q1: 11,628 shares; 2025Q2: 13,602 shares; 2025Q3: 18,451 shares; 2025Q4: 29,951 shares; 2026Q1: 45,412 shares; 2026Q2: 47,589 shares 47,589 $1.45M 0.05% +2,177 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,581 shares; 2024Q4: 1,570 shares; 2025Q1: 1,513 shares; 2025Q2: 955 shares; 2025Q3: 957 shares; 2025Q4: 970 shares; 2026Q1: 3,939 shares; 2026Q2: 3,891 shares 3,891 $1.44M 0.05% -48 Timeline PMAR 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: 10,720 shares; 2024Q4: 16,514 shares; 2025Q1: 13,977 shares; 2025Q2: 13,971 shares; 2025Q3: 13,721 shares; 2025Q4: 17,665 shares; 2026Q1: 24,691 shares; 2026Q2: 30,131 shares 30,131 $1.44M 0.05% +5,440 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A 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: 2,496 shares; 2026Q2: 3,112 shares 3,112 $1.43M 0.05% +616 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,200 shares; 2024Q4: 6,337 shares; 2025Q1: 16,567 shares; 2025Q2: 7,534 shares; 2025Q3: 15,430 shares; 2025Q4: 36,169 shares; 2026Q1: 32,389 shares; 2026Q2: 32,483 shares 32,483 $1.42M 0.05% +94 Timeline IDMO 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: 425 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,562 shares; 2026Q1: 34,359 shares; 2026Q2: 23,544 shares 23,544 $1.42M 0.05% -10,815 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,716 shares; 2024Q4: 23,716 shares; 2025Q1: 24,717 shares; 2025Q2: 24,567 shares; 2025Q3: 24,826 shares; 2025Q4: 24,826 shares; 2026Q1: 25,916 shares; 2026Q2: 31,879 shares 31,879 $1.42M 0.05% +5,963 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: 5,594 shares; 2024Q4: 6,504 shares; 2025Q1: 10,531 shares; 2025Q2: 10,613 shares; 2025Q3: 10,335 shares; 2025Q4: 10,109 shares; 2026Q1: 10,022 shares; 2026Q2: 9,677 shares 9,677 $1.42M 0.05% -345 Timeline FLRN 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: 11,426 shares; 2024Q4: 13,954 shares; 2025Q1: 14,639 shares; 2025Q2: 19,165 shares; 2025Q3: 32,270 shares; 2025Q4: 34,558 shares; 2026Q1: 38,388 shares; 2026Q2: 45,741 shares 45,741 $1.41M 0.05% +7,353 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,278 shares; 2024Q4: 41,999 shares; 2025Q1: 30,213 shares; 2025Q2: 60,313 shares; 2025Q3: 55,492 shares; 2025Q4: 36,855 shares; 2026Q1: 67,814 shares; 2026Q2: 42,281 shares 42,281 $1.41M 0.05% -25,533 Timeline SDVY 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: 28,301 shares; 2024Q4: 29,112 shares; 2025Q1: 27,044 shares; 2025Q2: 28,879 shares; 2025Q3: 31,746 shares; 2025Q4: 32,115 shares; 2026Q1: 33,295 shares; 2026Q2: 32,585 shares 32,585 $1.41M 0.05% -710 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,420 shares 13,420 $1.4M 0.05% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,872 shares 11,872 $1.4M 0.05% new 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; 2024Q3: 11,944 shares; 2024Q4: 14,769 shares; 2025Q1: 49,750 shares; 2025Q2: 53,330 shares; 2025Q3: 33,496 shares; 2025Q4: 32,588 shares; 2026Q1: 33,683 shares; 2026Q2: 28,100 shares 28,100 $1.4M 0.05% -5,583 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,782 shares; 2024Q4: 12,677 shares; 2025Q1: 12,469 shares; 2025Q2: 8,800 shares; 2025Q3: 20,643 shares; 2025Q4: 22,593 shares; 2026Q1: 24,637 shares; 2026Q2: 28,147 shares 28,147 $1.39M 0.05% +3,510 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,283 shares; 2024Q4: 7,258 shares; 2025Q1: 6,832 shares; 2025Q2: 5,430 shares; 2025Q3: 6,548 shares; 2025Q4: 4,549 shares; 2026Q1: 4,337 shares; 2026Q2: 4,180 shares 4,180 $1.38M 0.05% -157 Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 17,295 shares; 2026Q2: 15,041 shares 15,041 $1.38M 0.05% -2,254 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,396 shares; 2024Q4: 11,354 shares; 2025Q1: 5,721 shares; 2025Q2: 6,142 shares; 2025Q3: 8,506 shares; 2025Q4: 9,939 shares; 2026Q1: 12,974 shares; 2026Q2: 14,749 shares 14,749 $1.36M 0.04% +1,775 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,471 shares; 2025Q2: 9,410 shares; 2025Q3: 9,159 shares; 2025Q4: 9,268 shares; 2026Q1: 9,913 shares; 2026Q2: 9,582 shares 9,582 $1.36M 0.04% -331 Timeline PGHY 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: 50,945 shares; 2026Q2: 68,897 shares 68,897 $1.36M 0.04% +17,952 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,695 shares; 2025Q3: 8,295 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,149 shares 46,149 $1.35M 0.04% new Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,541 shares; 2025Q2: 19,884 shares; 2025Q3: 16,626 shares; 2025Q4: 10,275 shares; 2026Q1: 15,479 shares; 2026Q2: 16,546 shares 16,546 $1.35M 0.04% +1,067 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; 2024Q3: 41,934 shares; 2024Q4: 39,748 shares; 2025Q1: 52,192 shares; 2025Q2: 51,056 shares; 2025Q3: 52,660 shares; 2025Q4: 56,888 shares; 2026Q1: 57,524 shares; 2026Q2: 60,441 shares 60,441 $1.35M 0.04% +2,917 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,477 shares; 2024Q4: 12,845 shares; 2025Q1: 25,503 shares; 2025Q2: 9,247 shares; 2025Q3: 12,030 shares; 2025Q4: 25,892 shares; 2026Q1: 47,220 shares; 2026Q2: 29,769 shares 29,769 $1.35M 0.04% -17,451 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,561 shares; 2024Q4: 30,559 shares; 2025Q1: 33,279 shares; 2025Q2: 26,820 shares; 2025Q3: 27,440 shares; 2025Q4: 35,721 shares; 2026Q1: 68,952 shares; 2026Q2: 27,110 shares 27,110 $1.35M 0.04% -41,842 Timeline ELFY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,865 shares; 2026Q2: 29,846 shares 29,846 $1.34M 0.04% -19 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,355 shares; 2024Q4: 20,595 shares; 2025Q1: 21,163 shares; 2025Q2: 23,756 shares; 2025Q3: 24,807 shares; 2025Q4: 17,308 shares; 2026Q1: 17,641 shares; 2026Q2: 13,918 shares 13,918 $1.34M 0.04% -3,723 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: 2,467 shares; 2024Q4: 2,414 shares; 2025Q1: 4,535 shares; 2025Q2: 4,996 shares; 2025Q3: 5,205 shares; 2025Q4: 6,145 shares; 2026Q1: 5,864 shares; 2026Q2: 5,525 shares 5,525 $1.34M 0.04% -339 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS 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: 6,914 shares; 2026Q2: 8,667 shares 8,667 $1.34M 0.04% +1,753 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,514 shares; 2024Q4: 10,490 shares; 2025Q1: 10,408 shares; 2025Q2: 9,292 shares; 2025Q3: 8,816 shares; 2025Q4: 9,394 shares; 2026Q1: 10,910 shares; 2026Q2: 10,570 shares 10,570 $1.34M 0.04% -340 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,364 shares; 2024Q4: 9,269 shares; 2025Q1: 6,464 shares; 2025Q2: 6,856 shares; 2025Q3: 6,729 shares; 2025Q4: 7,079 shares; 2026Q1: 5,984 shares; 2026Q2: 5,134 shares 5,134 $1.34M 0.04% -850 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 10,508 shares; 2026Q2: 18,839 shares 18,839 $1.33M 0.04% +8,331 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,079 shares; 2024Q4: 15,029 shares; 2025Q1: 17,770 shares; 2025Q2: 13,322 shares; 2025Q3: 24,291 shares; 2025Q4: 21,907 shares; 2026Q1: 36,569 shares; 2026Q2: 20,690 shares 20,690 $1.33M 0.04% -15,879 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,210 shares; 2026Q2: 52,210 shares 52,210 $1.32M 0.04% 0 Timeline BILS 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: 10,468 shares; 2025Q2: 11,112 shares; 2025Q3: 11,003 shares; 2025Q4: 11,549 shares; 2026Q1: 10,499 shares; 2026Q2: 13,204 shares 13,204 $1.31M 0.04% +2,705 Timeline HYEM 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: 2 shares; 2024Q4: not reported; 2025Q1: 71,395 shares; 2025Q2: 81,607 shares; 2025Q3: 69,246 shares; 2025Q4: 71,814 shares; 2026Q1: 83,632 shares; 2026Q2: 65,045 shares 65,045 $1.31M 0.04% -18,587 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,735 shares; 2024Q4: 2,546 shares; 2025Q1: 8,111 shares; 2025Q2: 7,257 shares; 2025Q3: 6,846 shares; 2025Q4: 6,713 shares; 2026Q1: 8,280 shares; 2026Q2: 7,945 shares 7,945 $1.31M 0.04% -335 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,206 shares; 2024Q4: 7,222 shares; 2025Q1: 37,256 shares; 2025Q2: 32,985 shares; 2025Q3: 29,561 shares; 2025Q4: 10,077 shares; 2026Q1: 10,305 shares; 2026Q2: 18,055 shares 18,055 $1.3M 0.04% +7,750 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,186 shares; 2024Q4: 35,013 shares; 2025Q1: 19,287 shares; 2025Q2: 76,552 shares; 2025Q3: 63,730 shares; 2025Q4: 62,411 shares; 2026Q1: 23,390 shares; 2026Q2: 72,255 shares 72,255 $1.3M 0.04% +48,865 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,558 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,162 shares 12,162 $1.29M 0.04% new Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,407 shares; 2024Q4: 44,580 shares; 2025Q1: 7,411 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,756 shares; 2026Q1: 42,542 shares; 2026Q2: 49,171 shares 49,171 $1.29M 0.04% +6,629 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,537 shares; 2024Q4: 13,537 shares; 2025Q1: 13,436 shares; 2025Q2: 13,435 shares; 2025Q3: 14,735 shares; 2025Q4: 14,965 shares; 2026Q1: 14,877 shares; 2026Q2: 14,871 shares 14,871 $1.28M 0.04% -6 Timeline AVDE 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: 12,299 shares; 2026Q1: 13,363 shares; 2026Q2: 14,337 shares 14,337 $1.28M 0.04% +974 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 676 shares; 2024Q4: 640 shares; 2025Q1: 664 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,705 shares; 2026Q2: 3,700 shares 3,700 $1.27M 0.04% -5 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; 2024Q3: 5,764 shares; 2024Q4: 5,764 shares; 2025Q1: 7,995 shares; 2025Q2: 8,356 shares; 2025Q3: 9,540 shares; 2025Q4: 9,276 shares; 2026Q1: 14,411 shares; 2026Q2: 12,817 shares 12,817 $1.26M 0.04% -1,594 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,659 shares; 2026Q1: 42,849 shares; 2026Q2: 47,455 shares 47,455 $1.26M 0.04% +4,606 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,358 shares; 2026Q2: 2,598 shares 2,598 $1.26M 0.04% +240 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,110 shares; 2024Q4: 11,098 shares; 2025Q1: 14,372 shares; 2025Q2: 12,454 shares; 2025Q3: 12,576 shares; 2025Q4: 18,298 shares; 2026Q1: 14,990 shares; 2026Q2: 15,117 shares 15,117 $1.26M 0.04% +127 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,711 shares; 2024Q4: 2,237 shares; 2025Q1: 1,932 shares; 2025Q2: 1,745 shares; 2025Q3: 1,785 shares; 2025Q4: 1,976 shares; 2026Q1: 4,819 shares; 2026Q2: 4,533 shares 4,533 $1.25M 0.04% -286 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,955 shares; 2024Q4: 29,427 shares; 2025Q1: 27,748 shares; 2025Q2: 27,584 shares; 2025Q3: 29,245 shares; 2025Q4: 29,456 shares; 2026Q1: 30,469 shares; 2026Q2: 30,627 shares 30,627 $1.25M 0.04% +158 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,166 shares; 2024Q4: 20,652 shares; 2025Q1: 36,846 shares; 2025Q2: 38,755 shares; 2025Q3: 31,983 shares; 2025Q4: 25,594 shares; 2026Q1: 20,587 shares; 2026Q2: 20,055 shares 20,055 $1.24M 0.04% -532 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS 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: 7,310 shares; 2026Q2: 6,907 shares 6,907 $1.24M 0.04% -403 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,744 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,386 shares; 2026Q2: 5,386 shares 5,386 $1.24M 0.04% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,364 shares; 2024Q4: 6,364 shares; 2025Q1: 7,090 shares; 2025Q2: 6,042 shares; 2025Q3: 12,249 shares; 2025Q4: 11,132 shares; 2026Q1: 8,108 shares; 2026Q2: 15,548 shares 15,548 $1.23M 0.04% +7,440 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,396 shares; 2024Q4: 25,908 shares; 2025Q1: 28,734 shares; 2025Q2: 30,750 shares; 2025Q3: 32,739 shares; 2025Q4: 47,058 shares; 2026Q1: 53,157 shares; 2026Q2: 32,231 shares 32,231 $1.23M 0.04% -20,926 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,030 shares; 2026Q2: 12,865 shares 12,865 $1.23M 0.04% +835 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,403 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,288 shares; 2025Q4: 7,965 shares; 2026Q1: 15,088 shares; 2026Q2: 15,682 shares 15,682 $1.23M 0.04% +594 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,473 shares; 2024Q4: 12,748 shares; 2025Q1: 7,124 shares; 2025Q2: 6,375 shares; 2025Q3: 6,292 shares; 2025Q4: 8,275 shares; 2026Q1: 6,162 shares; 2026Q2: 7,471 shares 7,471 $1.22M 0.04% +1,309 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,161 shares; 2025Q3: 48,363 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,487 shares 42,487 $1.21M 0.04% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,541 shares; 2024Q4: 32,555 shares; 2025Q1: 26,482 shares; 2025Q2: 22,070 shares; 2025Q3: 16,799 shares; 2025Q4: 16,390 shares; 2026Q1: 42,500 shares; 2026Q2: 28,052 shares 28,052 $1.21M 0.04% -14,448 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,966 shares; 2024Q4: 11,223 shares; 2025Q1: 4,889 shares; 2025Q2: 4,787 shares; 2025Q3: 4,557 shares; 2025Q4: 4,361 shares; 2026Q1: 4,130 shares; 2026Q2: 4,994 shares 4,994 $1.21M 0.04% +864 Timeline JBND 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: 16,943 shares; 2026Q2: 22,595 shares 22,595 $1.21M 0.04% +5,652 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,688 shares 5,688 $1.21M 0.04% new Timeline SCHR 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: 18,305 shares; 2025Q3: 48,033 shares; 2025Q4: 48,152 shares; 2026Q1: 50,765 shares; 2026Q2: 48,877 shares 48,877 $1.21M 0.04% -1,888 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,733 shares 5,733 $1.2M 0.04% new 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: 12,543 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,335 shares; 2025Q4: 9,011 shares; 2026Q1: 25,282 shares; 2026Q2: 26,029 shares 26,029 $1.2M 0.04% +747 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: not reported; 2025Q4: 5,737 shares; 2026Q1: 7,496 shares; 2026Q2: 28,609 shares 28,609 $1.19M 0.04% +21,113 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,212 shares; 2024Q4: 16,656 shares; 2025Q1: 51,025 shares; 2025Q2: 21,624 shares; 2025Q3: 25,869 shares; 2025Q4: 19,654 shares; 2026Q1: 34,218 shares; 2026Q2: 28,671 shares 28,671 $1.18M 0.04% -5,547 Timeline SCHM 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: 5,696 shares; 2025Q1: not reported; 2025Q2: 24,690 shares; 2025Q3: 45,867 shares; 2025Q4: 32,369 shares; 2026Q1: 30,766 shares; 2026Q2: 31,896 shares 31,896 $1.18M 0.04% +1,130 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,404 shares; 2024Q4: 3,270 shares; 2025Q1: 1,104 shares; 2025Q2: 1,108 shares; 2025Q3: 1,162 shares; 2025Q4: 1,175 shares; 2026Q1: not reported; 2026Q2: 3,129 shares 3,129 $1.17M 0.04% new Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,072 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,617 shares 12,617 $1.17M 0.04% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,088 shares; 2024Q4: 7,137 shares; 2025Q1: 7,157 shares; 2025Q2: 5,942 shares; 2025Q3: 6,506 shares; 2025Q4: 11,799 shares; 2026Q1: 7,108 shares; 2026Q2: 9,929 shares 9,929 $1.16M 0.04% +2,821 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,058 shares 16,058 $1.16M 0.04% new Timeline DCRE 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: 38,530 shares; 2024Q4: 38,539 shares; 2025Q1: 28,294 shares; 2025Q2: 32,541 shares; 2025Q3: 23,603 shares; 2025Q4: 24,545 shares; 2026Q1: 31,398 shares; 2026Q2: 22,424 shares 22,424 $1.16M 0.04% -8,974 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,155 shares; 2024Q4: 1,750 shares; 2025Q1: 1,588 shares; 2025Q2: 1,460 shares; 2025Q3: 1,471 shares; 2025Q4: 1,688 shares; 2026Q1: 2,557 shares; 2026Q2: 2,506 shares 2,506 $1.15M 0.04% -51 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES 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: 13,658 shares; 2026Q2: 13,943 shares 13,943 $1.15M 0.04% +285 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,417 shares; 2024Q4: 1,408 shares; 2025Q1: not reported; 2025Q2: 1,263 shares; 2025Q3: 1,256 shares; 2025Q4: not reported; 2026Q1: 6,333 shares; 2026Q2: 6,357 shares 6,357 $1.14M 0.04% +24 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,222 shares; 2026Q2: 1,779 shares 1,779 $1.14M 0.04% +557 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,535 shares; 2024Q4: 33,922 shares; 2025Q1: 22,860 shares; 2025Q2: 21,401 shares; 2025Q3: 19,184 shares; 2025Q4: 16,884 shares; 2026Q1: 27,400 shares; 2026Q2: 31,105 shares 31,105 $1.14M 0.04% +3,705 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 116,624 shares; 2025Q2: 131,790 shares; 2025Q3: 112,162 shares; 2025Q4: 78,786 shares; 2026Q1: 83,334 shares; 2026Q2: 54,635 shares 54,635 $1.14M 0.04% -28,699 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,903 shares; 2025Q2: 22,937 shares; 2025Q3: 29,895 shares; 2025Q4: 30,252 shares; 2026Q1: 31,833 shares; 2026Q2: 31,249 shares 31,249 $1.13M 0.04% -584 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,562 shares; 2024Q4: 37,362 shares; 2025Q1: 24,341 shares; 2025Q2: 25,512 shares; 2025Q3: 25,626 shares; 2025Q4: 25,898 shares; 2026Q1: 25,394 shares; 2026Q2: 24,704 shares 24,704 $1.13M 0.04% -690 Timeline OBND SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,470 shares 43,470 $1.12M 0.04% new Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,166 shares; 2024Q4: 36,166 shares; 2025Q1: 30,607 shares; 2025Q2: 23,516 shares; 2025Q3: 20,166 shares; 2025Q4: 20,066 shares; 2026Q1: 19,172 shares; 2026Q2: 18,972 shares 18,972 $1.12M 0.04% -200 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,396 shares; 2025Q2: 5,396 shares; 2025Q3: 5,243 shares; 2025Q4: 2,745 shares; 2026Q1: 12,244 shares; 2026Q2: 12,425 shares 12,425 $1.12M 0.04% +181 Timeline PPH 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: 5,797 shares; 2025Q2: 5,704 shares; 2025Q3: 8,113 shares; 2025Q4: 8,093 shares; 2026Q1: 8,054 shares; 2026Q2: 10,229 shares 10,229 $1.12M 0.04% +2,175 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,275 shares; 2025Q2: 12,433 shares; 2025Q3: 11,876 shares; 2025Q4: 12,348 shares; 2026Q1: 25,009 shares; 2026Q2: 23,499 shares 23,499 $1.12M 0.04% -1,510 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 616 shares; 2024Q4: 619 shares; 2025Q1: 631 shares; 2025Q2: 602 shares; 2025Q3: 605 shares; 2025Q4: 607 shares; 2026Q1: 663 shares; 2026Q2: 657 shares 657 $1.12M 0.04% -6 Timeline AVXC 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: 15,726 shares; 2026Q2: 13,015 shares 13,015 $1.11M 0.04% -2,711 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,710 shares; 2026Q2: 10,800 shares 10,800 $1.11M 0.04% -3,910 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,373 shares; 2024Q4: 3,160 shares; 2025Q1: 4,674 shares; 2025Q2: 5,041 shares; 2025Q3: 5,816 shares; 2025Q4: 6,201 shares; 2026Q1: 8,907 shares; 2026Q2: 7,914 shares 7,914 $1.11M 0.04% -993 Timeline IBHF 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: 25,278 shares; 2025Q4: 36,481 shares; 2026Q1: 36,473 shares; 2026Q2: 48,790 shares 48,790 $1.11M 0.04% +12,317 Timeline XLRE 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: 43,645 shares; 2024Q4: 28,125 shares; 2025Q1: 15,637 shares; 2025Q2: 8,130 shares; 2025Q3: 17,772 shares; 2025Q4: 5,950 shares; 2026Q1: 7,390 shares; 2026Q2: 24,982 shares 24,982 $1.1M 0.04% +17,592 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,875 shares; 2025Q2: 64,998 shares; 2025Q3: 60,169 shares; 2025Q4: 63,228 shares; 2026Q1: 62,664 shares; 2026Q2: 56,114 shares 56,114 $1.09M 0.04% -6,550 Timeline REMX 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: 10,137 shares; 2026Q2: 12,292 shares 12,292 $1.09M 0.04% +2,155 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,140 shares; 2025Q3: 8,624 shares; 2025Q4: 7,430 shares; 2026Q1: not reported; 2026Q2: 10,919 shares 10,919 $1.09M 0.04% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,189 shares; 2024Q4: 4,894 shares; 2025Q1: 4,107 shares; 2025Q2: 4,067 shares; 2025Q3: 3,887 shares; 2025Q4: 4,124 shares; 2026Q1: 4,581 shares; 2026Q2: 4,241 shares 4,241 $1.08M 0.04% -340 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,122 shares; 2024Q4: 4,990 shares; 2025Q1: 5,294 shares; 2025Q2: 5,162 shares; 2025Q3: 4,992 shares; 2025Q4: 4,887 shares; 2026Q1: 4,717 shares; 2026Q2: 4,389 shares 4,389 $1.08M 0.04% -328 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER 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: 34,600 shares; 2026Q1: 35,332 shares; 2026Q2: 35,558 shares 35,558 $1.08M 0.04% +226 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,239 shares; 2024Q4: 60,537 shares; 2025Q1: 62,944 shares; 2025Q2: 55,759 shares; 2025Q3: 42,628 shares; 2025Q4: 38,891 shares; 2026Q1: 38,187 shares; 2026Q2: 52,401 shares 52,401 $1.08M 0.04% +14,214 Timeline DAVE DAVE INC More: the full row for DAVE 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: 2,885 shares 2,885 $1.07M 0.04% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,585 shares; 2024Q4: 1,685 shares; 2025Q1: 1,880 shares; 2025Q2: 1,761 shares; 2025Q3: 1,517 shares; 2025Q4: 1,633 shares; 2026Q1: 1,560 shares; 2026Q2: 1,418 shares 1,418 $1.07M 0.04% -142 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,638 shares; 2025Q4: 52,434 shares; 2026Q1: 55,966 shares; 2026Q2: 54,591 shares 54,591 $1.07M 0.03% -1,375 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,639 shares 8,639 $1.07M 0.03% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,542 shares; 2024Q4: 88,287 shares; 2025Q1: 22,308 shares; 2025Q2: 6,376 shares; 2025Q3: 7,917 shares; 2025Q4: 9,552 shares; 2026Q1: 5,248 shares; 2026Q2: 9,938 shares 9,938 $1.06M 0.03% +4,690 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 638 shares; 2025Q3: 986 shares; 2025Q4: 1,077 shares; 2026Q1: 1,094 shares; 2026Q2: 1,474 shares 1,474 $1.06M 0.03% +380 Timeline IAGG 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: 4,660 shares; 2025Q2: not reported; 2025Q3: 9,900 shares; 2025Q4: 16,246 shares; 2026Q1: 16,798 shares; 2026Q2: 20,926 shares 20,926 $1.06M 0.03% +4,128 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,316 shares; 2024Q4: 1,307 shares; 2025Q1: 1,326 shares; 2025Q2: 2,220 shares; 2025Q3: 1,376 shares; 2025Q4: 1,478 shares; 2026Q1: 2,635 shares; 2026Q2: 2,662 shares 2,662 $1.06M 0.03% +27 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,249 shares; 2025Q2: 5,555 shares; 2025Q3: 6,360 shares; 2025Q4: 13,249 shares; 2026Q1: 17,459 shares; 2026Q2: 22,099 shares 22,099 $1.05M 0.03% +4,640 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,338 shares; 2024Q4: 12,560 shares; 2025Q1: 9,357 shares; 2025Q2: 8,326 shares; 2025Q3: 11,341 shares; 2025Q4: 9,286 shares; 2026Q1: 11,225 shares; 2026Q2: 10,930 shares 10,930 $1.05M 0.03% -295 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,969 shares; 2024Q4: 6,092 shares; 2025Q1: 5,859 shares; 2025Q2: 5,805 shares; 2025Q3: 5,582 shares; 2025Q4: 5,595 shares; 2026Q1: not reported; 2026Q2: 7,983 shares 7,983 $1.04M 0.03% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,166 shares; 2024Q4: 8,280 shares; 2025Q1: 9,280 shares; 2025Q2: 6,119 shares; 2025Q3: 6,506 shares; 2025Q4: 7,124 shares; 2026Q1: 7,063 shares; 2026Q2: 6,850 shares 6,850 $1.04M 0.03% -213 Timeline JMST 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: 5,093 shares; 2025Q3: 8,288 shares; 2025Q4: 13,491 shares; 2026Q1: 13,227 shares; 2026Q2: 20,197 shares 20,197 $1.03M 0.03% +6,970 Timeline PAPR 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: 183,932 shares; 2024Q4: 178,787 shares; 2025Q1: 105,037 shares; 2025Q2: 111,337 shares; 2025Q3: 116,211 shares; 2025Q4: 24,701 shares; 2026Q1: 19,883 shares; 2026Q2: 24,357 shares 24,357 $1.03M 0.03% +4,474 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,607 shares; 2024Q4: 3,305 shares; 2025Q1: 3,931 shares; 2025Q2: 8,866 shares; 2025Q3: 8,598 shares; 2025Q4: 8,720 shares; 2026Q1: 3,780 shares; 2026Q2: 9,040 shares 9,040 $1.03M 0.03% +5,260 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,587 shares 17,587 $1.03M 0.03% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,061 shares; 2024Q4: 681 shares; 2025Q1: 7,027 shares; 2025Q2: 8,161 shares; 2025Q3: 9,475 shares; 2025Q4: 8,626 shares; 2026Q1: 2,187 shares; 2026Q2: 10,282 shares 10,282 $1.02M 0.03% +8,095 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,096 shares; 2024Q4: 5,089 shares; 2025Q1: 19,876 shares; 2025Q2: 12,785 shares; 2025Q3: 12,122 shares; 2025Q4: 3,882 shares; 2026Q1: 13,046 shares; 2026Q2: 11,976 shares 11,976 $1.01M 0.03% -1,070 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,700 shares; 2024Q4: 6,318 shares; 2025Q1: 2,998 shares; 2025Q2: 2,658 shares; 2025Q3: 2,725 shares; 2025Q4: 2,694 shares; 2026Q1: 2,071 shares; 2026Q2: 1,983 shares 1,983 $1.01M 0.03% -88 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: 87,974 shares; 2024Q4: 77,828 shares; 2025Q1: 84,982 shares; 2025Q2: 53,802 shares; 2025Q3: 51,779 shares; 2025Q4: 52,885 shares; 2026Q1: 53,230 shares; 2026Q2: 52,782 shares 52,782 $1.01M 0.03% -448 Timeline CRSR CORSAIR GAMING INC More: the full row for CORSAIR GAMING 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: 103,889 shares 103,889 $1M 0.03% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,106 shares; 2024Q4: 9,127 shares; 2025Q1: 11,361 shares; 2025Q2: 11,518 shares; 2025Q3: 9,915 shares; 2025Q4: 10,927 shares; 2026Q1: 8,701 shares; 2026Q2: 8,152 shares 8,152 $1M 0.03% -549 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,431 shares; 2024Q4: 33,972 shares; 2025Q1: not reported; 2025Q2: 2,268 shares; 2025Q3: 4,383 shares; 2025Q4: 4,515 shares; 2026Q1: 4,991 shares; 2026Q2: 8,528 shares 8,528 $1M 0.03% +3,537 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,210 shares; 2026Q2: 24,376 shares 24,376 $1M 0.03% +166 Timeline VOE 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: 1,268 shares; 2025Q1: 9,063 shares; 2025Q2: 5,391 shares; 2025Q3: 6,354 shares; 2025Q4: 6,335 shares; 2026Q1: 4,798 shares; 2026Q2: 5,061 shares 5,061 $1M 0.03% +263 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,470 shares; 2024Q4: 21,182 shares; 2025Q1: 21,950 shares; 2025Q2: 19,311 shares; 2025Q3: 27,770 shares; 2025Q4: 25,913 shares; 2026Q1: 25,927 shares; 2026Q2: 28,330 shares 28,330 $998K 0.03% +2,403 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,069 shares; 2024Q4: 4,069 shares; 2025Q1: 4,054 shares; 2025Q2: 3,968 shares; 2025Q3: 4,928 shares; 2025Q4: 4,721 shares; 2026Q1: 4,447 shares; 2026Q2: 4,451 shares 4,451 $996K 0.03% +4 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,660 shares; 2025Q2: 13,690 shares; 2025Q3: 13,690 shares; 2025Q4: 16,738 shares; 2026Q1: 27,467 shares; 2026Q2: 27,467 shares 27,467 $994K 0.03% 0 Timeline