IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,981 shares; 2024Q4: 19,091 shares; 2025Q1: 23,665 shares; 2025Q2: 27,796 shares; 2025Q3: 32,880 shares; 2025Q4: 37,067 shares; 2026Q1: 37,068 shares; 2026Q2: 39,357 shares 39,357 $994K 0.03% +2,289 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,625 shares; 2024Q4: 10,374 shares; 2025Q1: 4,690 shares; 2025Q2: 4,687 shares; 2025Q3: 8,674 shares; 2025Q4: 6,279 shares; 2026Q1: 5,811 shares; 2026Q2: 5,909 shares 5,909 $985K 0.03% +98 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,995 shares; 2024Q4: 82,775 shares; 2025Q1: not reported; 2025Q2: 19,820 shares; 2025Q3: 30,899 shares; 2025Q4: 20,377 shares; 2026Q1: 36,913 shares; 2026Q2: 24,765 shares 24,765 $984K 0.03% -12,148 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,344 shares; 2024Q4: 5,287 shares; 2025Q1: 3,665 shares; 2025Q2: 3,995 shares; 2025Q3: 4,140 shares; 2025Q4: 4,426 shares; 2026Q1: 4,442 shares; 2026Q2: 4,621 shares 4,621 $984K 0.03% +179 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 11,241 shares; 2025Q4: 9,659 shares; 2026Q1: 8,215 shares; 2026Q2: 8,244 shares 8,244 $982K 0.03% +29 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,014 shares; 2024Q4: 3,039 shares; 2025Q1: 7,314 shares; 2025Q2: not reported; 2025Q3: 7,588 shares; 2025Q4: 4,007 shares; 2026Q1: 3,981 shares; 2026Q2: 9,102 shares 9,102 $981K 0.03% +5,121 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,459 shares; 2024Q4: 12,367 shares; 2025Q1: 15,154 shares; 2025Q2: 19,806 shares; 2025Q3: 18,835 shares; 2025Q4: 20,299 shares; 2026Q1: 21,907 shares; 2026Q2: 19,585 shares 19,585 $979K 0.03% -2,322 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,485 shares; 2024Q4: 3,451 shares; 2025Q1: 3,378 shares; 2025Q2: 3,724 shares; 2025Q3: 3,236 shares; 2025Q4: 3,742 shares; 2026Q1: 3,641 shares; 2026Q2: 3,585 shares 3,585 $970K 0.03% -56 Timeline HAWX 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: 20,207 shares; 2026Q2: 20,781 shares 20,781 $966K 0.03% +574 Timeline MYCG 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: 17,714 shares; 2026Q2: 38,583 shares 38,583 $964K 0.03% +20,869 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,635 shares; 2025Q2: 9,868 shares; 2025Q3: 10,631 shares; 2025Q4: 4,056 shares; 2026Q1: 4,277 shares; 2026Q2: 4,234 shares 4,234 $955K 0.03% -43 Timeline IBDV 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: 20,275 shares; 2025Q2: 35,814 shares; 2025Q3: 30,213 shares; 2025Q4: 41,195 shares; 2026Q1: 42,104 shares; 2026Q2: 43,293 shares 43,293 $944K 0.03% +1,189 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,386 shares; 2026Q2: 30,654 shares 30,654 $938K 0.03% -6,732 Timeline AVNV 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: 13,617 shares; 2026Q2: 11,268 shares 11,268 $930K 0.03% -2,349 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,335 shares; 2024Q4: 4,336 shares; 2025Q1: 4,842 shares; 2025Q2: 4,904 shares; 2025Q3: 4,928 shares; 2025Q4: 4,833 shares; 2026Q1: 4,911 shares; 2026Q2: 4,958 shares 4,958 $918K 0.03% +47 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,734 shares; 2024Q4: 8,721 shares; 2025Q1: 8,492 shares; 2025Q2: 8,463 shares; 2025Q3: 8,603 shares; 2025Q4: 8,105 shares; 2026Q1: 8,114 shares; 2026Q2: 8,268 shares 8,268 $915K 0.03% +154 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,976 shares; 2024Q4: 2,975 shares; 2025Q1: 3,181 shares; 2025Q2: 3,516 shares; 2025Q3: 3,044 shares; 2025Q4: 11,272 shares; 2026Q1: 8,178 shares; 2026Q2: 9,562 shares 9,562 $913K 0.03% +1,384 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 1,120 shares; 2025Q4: 2,482 shares; 2026Q1: 886 shares; 2026Q2: 2,710 shares 2,710 $910K 0.03% +1,824 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,863 shares; 2024Q4: 10,863 shares; 2025Q1: 10,199 shares; 2025Q2: 42,658 shares; 2025Q3: 9,000 shares; 2025Q4: 7,910 shares; 2026Q1: 6,170 shares; 2026Q2: 14,251 shares 14,251 $910K 0.03% +8,081 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 608 shares; 2025Q1: 1,534 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,878 shares; 2026Q1: 1,947 shares; 2026Q2: 2,006 shares 2,006 $909K 0.03% +59 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,831 shares; 2024Q4: 130,505 shares; 2025Q1: 159,270 shares; 2025Q2: 188,479 shares; 2025Q3: 80,953 shares; 2025Q4: 80,278 shares; 2026Q1: 16,491 shares; 2026Q2: 18,329 shares 18,329 $908K 0.03% +1,838 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,074 shares; 2024Q4: 11,074 shares; 2025Q1: 11,074 shares; 2025Q2: 11,074 shares; 2025Q3: 11,074 shares; 2025Q4: 11,074 shares; 2026Q1: 11,074 shares; 2026Q2: 11,074 shares 11,074 $907K 0.03% 0 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,498 shares; 2024Q4: 5,498 shares; 2025Q1: 50,367 shares; 2025Q2: 8,655 shares; 2025Q3: 8,880 shares; 2025Q4: 9,509 shares; 2026Q1: 9,786 shares; 2026Q2: 9,718 shares 9,718 $906K 0.03% -68 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,105 shares; 2025Q4: 9,177 shares; 2026Q1: 9,092 shares; 2026Q2: 5,473 shares 5,473 $905K 0.03% -3,619 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,866 shares; 2024Q4: 5,157 shares; 2025Q1: 4,292 shares; 2025Q2: 3,609 shares; 2025Q3: 3,520 shares; 2025Q4: 3,608 shares; 2026Q1: 5,094 shares; 2026Q2: 5,352 shares 5,352 $905K 0.03% +258 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,923 shares; 2024Q4: not reported; 2025Q1: 12,495 shares; 2025Q2: 8,033 shares; 2025Q3: 4,524 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,634 shares 16,634 $905K 0.03% new Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,222 shares 12,222 $903K 0.03% new Timeline ACM AECOM More: the full row for AECOM 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: 5,647 shares; 2026Q2: 12,916 shares 12,916 $902K 0.03% +7,269 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,047 shares; 2024Q4: 8,989 shares; 2025Q1: 11,800 shares; 2025Q2: 6,059 shares; 2025Q3: 16,217 shares; 2025Q4: 15,046 shares; 2026Q1: 9,659 shares; 2026Q2: 8,670 shares 8,670 $901K 0.03% -989 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 6,597 shares 6,597 $895K 0.03% new Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: 3,899 shares; 2025Q4: 6,134 shares; 2026Q1: 7,519 shares; 2026Q2: 9,419 shares 9,419 $892K 0.03% +1,900 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,774 shares; 2024Q4: 6,709 shares; 2025Q1: 6,993 shares; 2025Q2: 6,909 shares; 2025Q3: 7,329 shares; 2025Q4: 8,454 shares; 2026Q1: 8,532 shares; 2026Q2: 12,165 shares 12,165 $879K 0.03% +3,633 Timeline URA 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: 18,595 shares; 2024Q4: 18,761 shares; 2025Q1: 19,276 shares; 2025Q2: 26,141 shares; 2025Q3: 26,248 shares; 2025Q4: 22,959 shares; 2026Q1: 24,051 shares; 2026Q2: 20,071 shares 20,071 $877K 0.03% -3,980 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,650 shares; 2026Q2: 5,650 shares 5,650 $876K 0.03% 0 Timeline FLNC FLUENCE ENERGY INC More: the full row for FLUENCE ENERGY 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: 44,068 shares 44,068 $876K 0.03% new Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,427 shares; 2024Q4: 3,329 shares; 2025Q1: 3,347 shares; 2025Q2: 1,268 shares; 2025Q3: not reported; 2025Q4: 1,119 shares; 2026Q1: 3,488 shares; 2026Q2: 3,501 shares 3,501 $874K 0.03% +13 Timeline IGSB 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: 27,859 shares; 2025Q2: 24,484 shares; 2025Q3: 29,536 shares; 2025Q4: 5,634 shares; 2026Q1: 14,452 shares; 2026Q2: 16,658 shares 16,658 $873K 0.03% +2,206 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,467 shares; 2025Q3: 18,441 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,448 shares 34,448 $870K 0.03% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,204 shares; 2025Q2: 5,727 shares; 2025Q3: 9,185 shares; 2025Q4: 4,663 shares; 2026Q1: 4,680 shares; 2026Q2: 17,213 shares 17,213 $865K 0.03% +12,533 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,751 shares; 2024Q4: 28,027 shares; 2025Q1: 16,360 shares; 2025Q2: 15,615 shares; 2025Q3: 24,190 shares; 2025Q4: 24,447 shares; 2026Q1: 24,370 shares; 2026Q2: 23,855 shares 23,855 $862K 0.03% -515 Timeline PFEB 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: 36,329 shares; 2024Q4: 36,329 shares; 2025Q1: 34,824 shares; 2025Q2: 33,135 shares; 2025Q3: 27,768 shares; 2025Q4: 21,884 shares; 2026Q1: 20,004 shares; 2026Q2: 20,004 shares 20,004 $861K 0.03% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,311 shares; 2024Q4: 2,279 shares; 2025Q1: 3,252 shares; 2025Q2: 3,170 shares; 2025Q3: 2,442 shares; 2025Q4: 2,355 shares; 2026Q1: 2,119 shares; 2026Q2: 2,066 shares 2,066 $860K 0.03% -53 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,448 shares; 2024Q4: 10,663 shares; 2025Q1: 2,613 shares; 2025Q2: 2,600 shares; 2025Q3: 6,350 shares; 2025Q4: 5,475 shares; 2026Q1: 4,658 shares; 2026Q2: 4,879 shares 4,879 $856K 0.03% +221 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,937 shares; 2025Q2: 2,918 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,900 shares 10,900 $855K 0.03% new Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,485 shares; 2026Q1: 11,129 shares; 2026Q2: 10,490 shares 10,490 $855K 0.03% -639 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,570 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,695 shares 3,695 $853K 0.03% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,424 shares; 2025Q3: 9,344 shares; 2025Q4: 11,005 shares; 2026Q1: 4,869 shares; 2026Q2: 4,895 shares 4,895 $853K 0.03% +26 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,493 shares; 2025Q3: 5,582 shares; 2025Q4: 4,142 shares; 2026Q1: 2,612 shares; 2026Q2: 4,245 shares 4,245 $852K 0.03% +1,633 Timeline EMPB 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: not reported; 2026Q1: not reported; 2026Q2: 25,575 shares 25,575 $848K 0.03% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 399 shares; 2024Q4: not reported; 2025Q1: 7,327 shares; 2025Q2: 7,129 shares; 2025Q3: 5,602 shares; 2025Q4: 28,458 shares; 2026Q1: 19,233 shares; 2026Q2: 19,108 shares 19,108 $848K 0.03% -125 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,066 shares; 2024Q4: 12,366 shares; 2025Q1: 10,970 shares; 2025Q2: 15,166 shares; 2025Q3: 25,988 shares; 2025Q4: 42,527 shares; 2026Q1: 39,306 shares; 2026Q2: 34,912 shares 34,912 $846K 0.03% -4,394 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,185 shares; 2024Q4: 3,957 shares; 2025Q1: 4,716 shares; 2025Q2: 5,194 shares; 2025Q3: 4,976 shares; 2025Q4: 5,299 shares; 2026Q1: 4,980 shares; 2026Q2: 5,132 shares 5,132 $846K 0.03% +152 Timeline VRP 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: 8,400 shares; 2026Q1: 13,650 shares; 2026Q2: 34,779 shares 34,779 $845K 0.03% +21,129 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,326 shares; 2024Q4: 8,314 shares; 2025Q1: 8,375 shares; 2025Q2: 8,410 shares; 2025Q3: 8,559 shares; 2025Q4: 8,605 shares; 2026Q1: 8,648 shares; 2026Q2: 8,691 shares 8,691 $843K 0.03% +43 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,124 shares; 2024Q4: 4,113 shares; 2025Q1: 3,788 shares; 2025Q2: 4,298 shares; 2025Q3: 4,016 shares; 2025Q4: 18,942 shares; 2026Q1: 10,178 shares; 2026Q2: 8,803 shares 8,803 $836K 0.03% -1,375 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,913 shares; 2025Q3: 4,055 shares; 2025Q4: 4,912 shares; 2026Q1: 13,728 shares; 2026Q2: 15,777 shares 15,777 $829K 0.03% +2,049 Timeline BEGS 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: 62,085 shares; 2025Q2: 62,684 shares; 2025Q3: 62,606 shares; 2025Q4: 63,709 shares; 2026Q1: 73,317 shares; 2026Q2: 67,505 shares 67,505 $827K 0.03% -5,812 Timeline SPGP 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: 12,987 shares; 2024Q4: 10,944 shares; 2025Q1: 7,339 shares; 2025Q2: 5,978 shares; 2025Q3: 5,618 shares; 2025Q4: 17,308 shares; 2026Q1: 17,895 shares; 2026Q2: 6,709 shares 6,709 $820K 0.03% -11,186 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,118 shares; 2024Q4: 38,645 shares; 2025Q1: 35,499 shares; 2025Q2: 16,625 shares; 2025Q3: 34,122 shares; 2025Q4: 19,014 shares; 2026Q1: 29,643 shares; 2026Q2: 17,609 shares 17,609 $819K 0.03% -12,034 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,094 shares; 2024Q4: 8,527 shares; 2025Q1: 7,427 shares; 2025Q2: 5,547 shares; 2025Q3: 5,671 shares; 2025Q4: 6,110 shares; 2026Q1: 6,712 shares; 2026Q2: 6,464 shares 6,464 $817K 0.03% -248 Timeline VHT 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: 2,798 shares; 2024Q4: 2,798 shares; 2025Q1: 2,790 shares; 2025Q2: 2,899 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 2,754 shares; 2026Q2: 2,725 shares 2,725 $815K 0.03% -29 Timeline WAGN PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,853 shares; 2026Q2: 58,757 shares 58,757 $809K 0.03% +3,904 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,633 shares; 2025Q3: 1,369 shares; 2025Q4: 3,023 shares; 2026Q1: 2,896 shares; 2026Q2: 2,871 shares 2,871 $804K 0.03% -25 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,445 shares; 2024Q4: 2,453 shares; 2025Q1: 2,226 shares; 2025Q2: 14,229 shares; 2025Q3: 2,839 shares; 2025Q4: 5,326 shares; 2026Q1: 7,515 shares; 2026Q2: 8,018 shares 8,018 $803K 0.03% +503 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,594 shares; 2024Q4: 14,594 shares; 2025Q1: 14,594 shares; 2025Q2: 14,594 shares; 2025Q3: 14,594 shares; 2025Q4: 14,594 shares; 2026Q1: 14,594 shares; 2026Q2: 14,594 shares 14,594 $803K 0.03% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,040 shares; 2024Q4: 8,100 shares; 2025Q1: 7,493 shares; 2025Q2: 7,525 shares; 2025Q3: 10,624 shares; 2025Q4: 16,712 shares; 2026Q1: 11,461 shares; 2026Q2: 10,258 shares 10,258 $803K 0.03% -1,203 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69 shares; 2024Q4: not reported; 2025Q1: 39,066 shares; 2025Q2: 31,705 shares; 2025Q3: 28,843 shares; 2025Q4: 32,475 shares; 2026Q1: 8,640 shares; 2026Q2: 14,434 shares 14,434 $801K 0.03% +5,794 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,554 shares; 2026Q1: 1,547 shares; 2026Q2: 1,592 shares 1,592 $789K 0.03% +45 Timeline IWN 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: 3,460 shares; 2026Q1: 4,553 shares; 2026Q2: 3,546 shares 3,546 $785K 0.03% -1,007 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,499 shares; 2024Q4: 8,731 shares; 2025Q1: 5,606 shares; 2025Q2: 4,436 shares; 2025Q3: 2,674 shares; 2025Q4: 3,976 shares; 2026Q1: 6,494 shares; 2026Q2: 4,765 shares 4,765 $780K 0.03% -1,729 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,030 shares; 2025Q2: 15,030 shares; 2025Q3: 15,030 shares; 2025Q4: 15,030 shares; 2026Q1: 15,095 shares; 2026Q2: 15,030 shares 15,030 $780K 0.03% -65 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,363 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 531 shares; 2026Q2: 808 shares 808 $780K 0.03% +277 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES 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: 2,260 shares; 2026Q2: 3,963 shares 3,963 $771K 0.03% +1,703 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,281 shares; 2025Q2: 11,170 shares; 2025Q3: 12,124 shares; 2025Q4: 11,338 shares; 2026Q1: 34,063 shares; 2026Q2: 10,171 shares 10,171 $770K 0.03% -23,892 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,301 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,298 shares 3,298 $769K 0.03% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,231 shares; 2024Q4: 5,346 shares; 2025Q1: 4,088 shares; 2025Q2: 4,230 shares; 2025Q3: 8,866 shares; 2025Q4: 5,661 shares; 2026Q1: 3,513 shares; 2026Q2: 3,499 shares 3,499 $768K 0.03% -14 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,512 shares; 2024Q4: 18,732 shares; 2025Q1: 22,751 shares; 2025Q2: 25,655 shares; 2025Q3: 22,966 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,264 shares 34,264 $765K 0.03% new Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,405 shares 7,405 $763K 0.02% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,914 shares; 2024Q4: 10,538 shares; 2025Q1: 7,752 shares; 2025Q2: 7,522 shares; 2025Q3: 8,699 shares; 2025Q4: 12,318 shares; 2026Q1: 10,494 shares; 2026Q2: 10,021 shares 10,021 $757K 0.02% -473 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,342 shares; 2024Q4: 8,063 shares; 2025Q1: 9,333 shares; 2025Q2: 9,750 shares; 2025Q3: 9,783 shares; 2025Q4: 10,010 shares; 2026Q1: 10,531 shares; 2026Q2: 7,008 shares 7,008 $756K 0.02% -3,523 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,743 shares; 2024Q4: 2,734 shares; 2025Q1: 2,803 shares; 2025Q2: 3,102 shares; 2025Q3: 3,339 shares; 2025Q4: 3,522 shares; 2026Q1: 1,890 shares; 2026Q2: 1,812 shares 1,812 $755K 0.02% -78 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,353 shares; 2024Q4: 2,353 shares; 2025Q1: 1,252 shares; 2025Q2: 1,252 shares; 2025Q3: 1,202 shares; 2025Q4: 2,590 shares; 2026Q1: 2,713 shares; 2026Q2: 3,028 shares 3,028 $751K 0.02% +315 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,369 shares; 2025Q4: not reported; 2026Q1: 31,824 shares; 2026Q2: 31,273 shares 31,273 $746K 0.02% -551 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,132 shares; 2024Q4: 8,888 shares; 2025Q1: 9,371 shares; 2025Q2: 9,762 shares; 2025Q3: 9,777 shares; 2025Q4: 5,577 shares; 2026Q1: 4,903 shares; 2026Q2: 4,636 shares 4,636 $745K 0.02% -267 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,606 shares; 2024Q4: 3,592 shares; 2025Q1: 6,787 shares; 2025Q2: 6,921 shares; 2025Q3: 6,710 shares; 2025Q4: 7,601 shares; 2026Q1: 6,132 shares; 2026Q2: 3,361 shares 3,361 $742K 0.02% -2,771 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,338 shares; 2024Q4: 6,347 shares; 2025Q1: 6,306 shares; 2025Q2: 6,373 shares; 2025Q3: 6,370 shares; 2025Q4: 6,493 shares; 2026Q1: 6,355 shares; 2026Q2: 7,691 shares 7,691 $742K 0.02% +1,336 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,957 shares; 2024Q4: 7,386 shares; 2025Q1: 5,827 shares; 2025Q2: 5,900 shares; 2025Q3: 5,646 shares; 2025Q4: 2,382 shares; 2026Q1: 7,722 shares; 2026Q2: 3,463 shares 3,463 $738K 0.02% -4,259 Timeline PALC 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: 30,927 shares; 2024Q4: 31,524 shares; 2025Q1: 33,665 shares; 2025Q2: 31,303 shares; 2025Q3: 50,258 shares; 2025Q4: 12,043 shares; 2026Q1: 11,942 shares; 2026Q2: 12,306 shares 12,306 $735K 0.02% +364 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,026 shares; 2024Q4: 4,041 shares; 2025Q1: 7,735 shares; 2025Q2: 9,256 shares; 2025Q3: 9,231 shares; 2025Q4: 7,974 shares; 2026Q1: 4,890 shares; 2026Q2: 4,687 shares 4,687 $734K 0.02% -203 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,743 shares; 2025Q3: 8,551 shares; 2025Q4: 8,343 shares; 2026Q1: 4,982 shares; 2026Q2: 5,008 shares 5,008 $733K 0.02% +26 Timeline EEMO 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: 29,778 shares; 2026Q1: 29,778 shares; 2026Q2: 30,078 shares 30,078 $732K 0.02% +300 Timeline MRAM EVERSPIN TECHNOLOGIES INC More: the full row for EVERSPIN TECHNOLOGIES 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: 30,242 shares 30,242 $731K 0.02% new Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS 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: 18,795 shares 18,795 $731K 0.02% new Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,155 shares; 2024Q4: 15,015 shares; 2025Q1: 15,065 shares; 2025Q2: 14,011 shares; 2025Q3: 17,016 shares; 2025Q4: 17,790 shares; 2026Q1: 17,753 shares; 2026Q2: 17,942 shares 17,942 $731K 0.02% +189 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,701 shares; 2024Q4: 5,709 shares; 2025Q1: 5,138 shares; 2025Q2: 5,705 shares; 2025Q3: 4,448 shares; 2025Q4: 3,025 shares; 2026Q1: 3,285 shares; 2026Q2: 3,253 shares 3,253 $729K 0.02% -32 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53 shares; 2024Q4: not reported; 2025Q1: 6,063 shares; 2025Q2: 2,742 shares; 2025Q3: 3,452 shares; 2025Q4: 2,819 shares; 2026Q1: 6,647 shares; 2026Q2: 6,414 shares 6,414 $720K 0.02% -233 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,943 shares; 2026Q2: 19,060 shares 19,060 $719K 0.02% +117 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION 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: 58,696 shares 58,696 $718K 0.02% new Timeline SLVO UBS AG More: the full row for UBS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,729 shares; 2025Q2: 15,364 shares; 2025Q3: 17,965 shares; 2025Q4: 15,646 shares; 2026Q1: 15,692 shares; 2026Q2: 10,960 shares 10,960 $713K 0.02% -4,732 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,355 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,255 shares; 2026Q1: 9,051 shares; 2026Q2: 9,394 shares 9,394 $713K 0.02% +343 Timeline RTH 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: 3,938 shares; 2025Q2: 3,807 shares; 2025Q3: 3,837 shares; 2025Q4: 3,871 shares; 2026Q1: 4,014 shares; 2026Q2: 2,782 shares 2,782 $711K 0.02% -1,232 Timeline CDX 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: 9,575 shares; 2025Q3: 10,465 shares; 2025Q4: 10,954 shares; 2026Q1: 31,508 shares; 2026Q2: 33,481 shares 33,481 $707K 0.02% +1,973 Timeline EMCB 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,681 shares 10,681 $707K 0.02% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,579 shares; 2024Q4: 2,567 shares; 2025Q1: 2,424 shares; 2025Q2: 2,351 shares; 2025Q3: 1,998 shares; 2025Q4: 4,651 shares; 2026Q1: 4,984 shares; 2026Q2: 1,777 shares 1,777 $707K 0.02% -3,207 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,110 shares; 2024Q4: 10,350 shares; 2025Q1: 16,246 shares; 2025Q2: 16,936 shares; 2025Q3: 18,156 shares; 2025Q4: 17,324 shares; 2026Q1: 15,714 shares; 2026Q2: 14,725 shares 14,725 $702K 0.02% -989 Timeline IBDX 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: 16,612 shares; 2025Q3: 16,232 shares; 2025Q4: 23,265 shares; 2026Q1: 24,774 shares; 2026Q2: 27,828 shares 27,828 $701K 0.02% +3,054 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,124 shares; 2025Q2: 8,192 shares; 2025Q3: 8,425 shares; 2025Q4: 12,688 shares; 2026Q1: 13,584 shares; 2026Q2: 14,240 shares 14,240 $698K 0.02% +656 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,219 shares; 2025Q4: 88,265 shares; 2026Q1: 93,283 shares; 2026Q2: 20,682 shares 20,682 $698K 0.02% -72,601 Timeline BWZ 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: 28,649 shares; 2025Q3: 39,237 shares; 2025Q4: 26,722 shares; 2026Q1: 27,848 shares; 2026Q2: 26,079 shares 26,079 $698K 0.02% -1,769 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,604 shares; 2024Q4: 3,604 shares; 2025Q1: 3,214 shares; 2025Q2: 2,518 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,564 shares 7,564 $697K 0.02% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,244 shares; 2025Q3: 9,020 shares; 2025Q4: 9,115 shares; 2026Q1: 10,311 shares; 2026Q2: 7,876 shares 7,876 $697K 0.02% -2,435 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE 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: 16,970 shares; 2025Q4: 15,090 shares; 2026Q1: 11,244 shares; 2026Q2: 9,402 shares 9,402 $696K 0.02% -1,842 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,483 shares; 2025Q2: 13,368 shares; 2025Q3: 40,700 shares; 2025Q4: 23,501 shares; 2026Q1: 22,483 shares; 2026Q2: 21,849 shares 21,849 $696K 0.02% -634 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,650 shares; 2024Q4: 29,600 shares; 2025Q1: 54,520 shares; 2025Q2: 56,296 shares; 2025Q3: 58,673 shares; 2025Q4: 63,000 shares; 2026Q1: 70,433 shares; 2026Q2: 74,100 shares 74,100 $696K 0.02% +3,667 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,659 shares; 2024Q4: 14,531 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,525 shares; 2026Q2: 8,573 shares 8,573 $695K 0.02% +48 Timeline CALF 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: 27,362 shares; 2024Q4: 23,530 shares; 2025Q1: 10,840 shares; 2025Q2: 10,425 shares; 2025Q3: 8,451 shares; 2025Q4: 14,657 shares; 2026Q1: 13,398 shares; 2026Q2: 13,575 shares 13,575 $687K 0.02% +177 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,959 shares; 2024Q4: 7,959 shares; 2025Q1: 7,959 shares; 2025Q2: 8,113 shares; 2025Q3: 8,113 shares; 2025Q4: 8,113 shares; 2026Q1: 8,239 shares; 2026Q2: 8,293 shares 8,293 $687K 0.02% +54 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,647 shares; 2024Q4: 98,606 shares; 2025Q1: 41,110 shares; 2025Q2: 36,006 shares; 2025Q3: 35,773 shares; 2025Q4: 6,039 shares; 2026Q1: not reported; 2026Q2: 4,160 shares 4,160 $681K 0.02% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,012 shares; 2024Q4: 966 shares; 2025Q1: 3,779 shares; 2025Q2: 2,839 shares; 2025Q3: 2,770 shares; 2025Q4: 3,599 shares; 2026Q1: 2,024 shares; 2026Q2: 2,051 shares 2,051 $680K 0.02% +27 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,586 shares; 2024Q4: 3,586 shares; 2025Q1: 2,944 shares; 2025Q2: 2,936 shares; 2025Q3: 2,876 shares; 2025Q4: 2,967 shares; 2026Q1: 2,522 shares; 2026Q2: 4,666 shares 4,666 $676K 0.02% +2,144 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,826 shares; 2025Q4: 10,734 shares; 2026Q1: 10,282 shares; 2026Q2: 14,656 shares 14,656 $675K 0.02% +4,374 Timeline STXF 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: 33,433 shares; 2024Q4: 26,177 shares; 2025Q1: 32,837 shares; 2025Q2: 30,909 shares; 2025Q3: 29,419 shares; 2025Q4: 29,606 shares; 2026Q1: 30,339 shares; 2026Q2: 13,950 shares 13,950 $674K 0.02% -16,389 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC 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: 12,500 shares; 2026Q2: 12,500 shares 12,500 $671K 0.02% 0 Timeline DEED 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: not reported; 2024Q4: not reported; 2025Q1: 26,722 shares; 2025Q2: 28,714 shares; 2025Q3: 28,933 shares; 2025Q4: 29,278 shares; 2026Q1: 37,273 shares; 2026Q2: 31,319 shares 31,319 $670K 0.02% -5,954 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,537 shares; 2024Q4: 9,210 shares; 2025Q1: 7,171 shares; 2025Q2: 7,654 shares; 2025Q3: not reported; 2025Q4: 6,998 shares; 2026Q1: 7,521 shares; 2026Q2: 6,227 shares 6,227 $669K 0.02% -1,294 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,044 shares; 2024Q4: 5,637 shares; 2025Q1: 6,320 shares; 2025Q2: 8,655 shares; 2025Q3: 12,373 shares; 2025Q4: 12,207 shares; 2026Q1: 2,847 shares; 2026Q2: 4,318 shares 4,318 $663K 0.02% +1,471 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 2,526 shares; 2026Q1: 2,355 shares; 2026Q2: 4,061 shares 4,061 $663K 0.02% +1,706 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,641 shares; 2024Q4: 31,205 shares; 2025Q1: not reported; 2025Q2: 146,005 shares; 2025Q3: 185,127 shares; 2025Q4: 45,245 shares; 2026Q1: 12,920 shares; 2026Q2: 8,812 shares 8,812 $663K 0.02% -4,108 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,994 shares 2,994 $662K 0.02% new Timeline QVAL 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: 18,774 shares; 2024Q4: 18,072 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,105 shares; 2026Q2: 11,889 shares 11,889 $659K 0.02% -216 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,440 shares; 2024Q4: 2,561 shares; 2025Q1: 6,598 shares; 2025Q2: 7,037 shares; 2025Q3: 6,170 shares; 2025Q4: not reported; 2026Q1: 4,397 shares; 2026Q2: 2,752 shares 2,752 $658K 0.02% -1,645 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,432 shares; 2024Q4: 47,436 shares; 2025Q1: 35,027 shares; 2025Q2: 31,767 shares; 2025Q3: 18,812 shares; 2025Q4: 18,795 shares; 2026Q1: 11,202 shares; 2026Q2: 9,542 shares 9,542 $658K 0.02% -1,660 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS 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: 9,906 shares; 2026Q2: 8,115 shares 8,115 $647K 0.02% -1,791 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,550 shares 6,550 $646K 0.02% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,953 shares; 2024Q4: 17,895 shares; 2025Q1: 17,057 shares; 2025Q2: 16,984 shares; 2025Q3: 17,275 shares; 2025Q4: 17,162 shares; 2026Q1: 17,346 shares; 2026Q2: 16,857 shares 16,857 $646K 0.02% -489 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,181 shares; 2024Q4: 2,235 shares; 2025Q1: 1,987 shares; 2025Q2: 3,062 shares; 2025Q3: 3,658 shares; 2025Q4: 3,729 shares; 2026Q1: 3,167 shares; 2026Q2: 3,438 shares 3,438 $643K 0.02% +271 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,674 shares; 2024Q4: 10,807 shares; 2025Q1: 14,269 shares; 2025Q2: 11,806 shares; 2025Q3: 14,023 shares; 2025Q4: 13,699 shares; 2026Q1: 13,918 shares; 2026Q2: 14,257 shares 14,257 $641K 0.02% +339 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,940 shares; 2024Q4: 1,940 shares; 2025Q1: 2,522 shares; 2025Q2: 4,207 shares; 2025Q3: 2,990 shares; 2025Q4: 8,771 shares; 2026Q1: 7,427 shares; 2026Q2: 3,106 shares 3,106 $640K 0.02% -4,321 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,154 shares; 2024Q4: 3,277 shares; 2025Q1: 8,314 shares; 2025Q2: 4,613 shares; 2025Q3: 4,680 shares; 2025Q4: 4,751 shares; 2026Q1: 5,585 shares; 2026Q2: 4,614 shares 4,614 $633K 0.02% -971 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,399 shares; 2024Q4: 4,856 shares; 2025Q1: 4,000 shares; 2025Q2: 4,116 shares; 2025Q3: 4,112 shares; 2025Q4: 4,666 shares; 2026Q1: 3,758 shares; 2026Q2: 3,602 shares 3,602 $633K 0.02% -156 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,181 shares; 2025Q3: 18,132 shares; 2025Q4: 19,412 shares; 2026Q1: 24,013 shares; 2026Q2: 23,644 shares 23,644 $630K 0.02% -369 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,223 shares; 2024Q4: not reported; 2025Q1: 18,579 shares; 2025Q2: 12,665 shares; 2025Q3: 6,185 shares; 2025Q4: 3,120 shares; 2026Q1: 3,802 shares; 2026Q2: 8,403 shares 8,403 $629K 0.02% +4,601 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,729 shares; 2024Q4: 4,976 shares; 2025Q1: 4,193 shares; 2025Q2: 4,145 shares; 2025Q3: 4,440 shares; 2025Q4: 4,392 shares; 2026Q1: 4,529 shares; 2026Q2: 4,352 shares 4,352 $628K 0.02% -177 Timeline AVUS 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: 3,917 shares; 2024Q4: 3,953 shares; 2025Q1: 3,917 shares; 2025Q2: 3,917 shares; 2025Q3: 3,896 shares; 2025Q4: 3,896 shares; 2026Q1: 5,167 shares; 2026Q2: 4,896 shares 4,896 $627K 0.02% -271 Timeline GVAL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,536 shares; 2025Q3: 7,732 shares; 2025Q4: 12,200 shares; 2026Q1: 9,639 shares; 2026Q2: 17,354 shares 17,354 $625K 0.02% +7,715 Timeline FOXY 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: 19,252 shares; 2026Q2: 20,908 shares 20,908 $623K 0.02% +1,656 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,590 shares; 2024Q4: 18,870 shares; 2025Q1: 13,291 shares; 2025Q2: 13,446 shares; 2025Q3: 15,311 shares; 2025Q4: 9,737 shares; 2026Q1: 9,143 shares; 2026Q2: 13,597 shares 13,597 $619K 0.02% +4,454 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 18,838 shares; 2026Q2: 19,044 shares 19,044 $619K 0.02% +206 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,818 shares; 2024Q4: 5,032 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,201 shares; 2025Q4: 19,555 shares; 2026Q1: 15,890 shares; 2026Q2: 13,293 shares 13,293 $613K 0.02% -2,597 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,197 shares 3,197 $613K 0.02% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 14,792 shares; 2026Q1: 15,114 shares; 2026Q2: 16,577 shares 16,577 $609K 0.02% +1,463 Timeline FYC 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: 4,017 shares; 2024Q4: 4,017 shares; 2025Q1: 3,917 shares; 2025Q2: 3,917 shares; 2025Q3: 3,917 shares; 2025Q4: 3,917 shares; 2026Q1: 4,091 shares; 2026Q2: 4,774 shares 4,774 $608K 0.02% +683 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,155 shares; 2024Q4: 15,137 shares; 2025Q1: 7,623 shares; 2025Q2: 4,745 shares; 2025Q3: 19,569 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,501 shares 17,501 $607K 0.02% new Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,058 shares; 2026Q1: 17,871 shares; 2026Q2: 17,755 shares 17,755 $606K 0.02% -116 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,011 shares; 2024Q4: 21,023 shares; 2025Q1: 11,937 shares; 2025Q2: 10,513 shares; 2025Q3: 10,747 shares; 2025Q4: 10,905 shares; 2026Q1: 11,345 shares; 2026Q2: 8,564 shares 8,564 $606K 0.02% -2,781 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,075 shares; 2024Q4: 20,103 shares; 2025Q1: 11,865 shares; 2025Q2: 20,628 shares; 2025Q3: 36,712 shares; 2025Q4: 37,056 shares; 2026Q1: 21,974 shares; 2026Q2: 33,648 shares 33,648 $602K 0.02% +11,674 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,725 shares; 2026Q2: 12,404 shares 12,404 $601K 0.02% -321 Timeline JSI 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: 4,769 shares; 2025Q2: 7,201 shares; 2025Q3: 8,072 shares; 2025Q4: 8,726 shares; 2026Q1: 9,420 shares; 2026Q2: 11,695 shares 11,695 $599K 0.02% +2,275 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,937 shares; 2024Q4: 2,980 shares; 2025Q1: 2,778 shares; 2025Q2: 2,640 shares; 2025Q3: 2,644 shares; 2025Q4: 2,338 shares; 2026Q1: 2,014 shares; 2026Q2: 2,147 shares 2,147 $598K 0.02% +133 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,570 shares; 2024Q4: 27,599 shares; 2025Q1: 25,637 shares; 2025Q2: 27,194 shares; 2025Q3: 26,085 shares; 2025Q4: 26,472 shares; 2026Q1: 25,520 shares; 2026Q2: 18,706 shares 18,706 $598K 0.02% -6,814 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,681 shares; 2024Q4: 7,751 shares; 2025Q1: 7,129 shares; 2025Q2: 5,036 shares; 2025Q3: 4,882 shares; 2025Q4: 4,853 shares; 2026Q1: 4,773 shares; 2026Q2: 4,412 shares 4,412 $598K 0.02% -361 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,195 shares; 2024Q4: 9,014 shares; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: 989 shares; 2025Q4: 934 shares; 2026Q1: 843 shares; 2026Q2: 1,141 shares 1,141 $596K 0.02% +298 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN 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: 11,398 shares 11,398 $595K 0.02% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,373 shares; 2024Q4: 29,748 shares; 2025Q1: 12,048 shares; 2025Q2: 11,266 shares; 2025Q3: 30,203 shares; 2025Q4: 10,529 shares; 2026Q1: 14,267 shares; 2026Q2: 12,166 shares 12,166 $591K 0.02% -2,101 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,258 shares; 2025Q2: 3,406 shares; 2025Q3: 2,669 shares; 2025Q4: not reported; 2026Q1: 5,125 shares; 2026Q2: 3,561 shares 3,561 $588K 0.02% -1,564 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,511 shares; 2024Q4: not reported; 2025Q1: 1,119 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,573 shares; 2026Q1: 2,231 shares; 2026Q2: 2,190 shares 2,190 $587K 0.02% -41 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,214 shares; 2025Q2: 6,441 shares; 2025Q3: 6,636 shares; 2025Q4: 10,166 shares; 2026Q1: 11,033 shares; 2026Q2: 11,618 shares 11,618 $584K 0.02% +585 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,124 shares; 2024Q4: 2,961 shares; 2025Q1: 3,461 shares; 2025Q2: 3,251 shares; 2025Q3: 3,251 shares; 2025Q4: 3,134 shares; 2026Q1: 4,703 shares; 2026Q2: 7,536 shares 7,536 $584K 0.02% +2,833 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,652 shares 35,652 $582K 0.02% new Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,672 shares; 2025Q4: 10,602 shares; 2026Q1: 10,554 shares; 2026Q2: 7,394 shares 7,394 $579K 0.02% -3,160 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,211 shares; 2024Q4: 7,211 shares; 2025Q1: 7,211 shares; 2025Q2: 7,211 shares; 2025Q3: 7,211 shares; 2025Q4: 7,211 shares; 2026Q1: 7,211 shares; 2026Q2: 8,255 shares 8,255 $577K 0.02% +1,044 Timeline RMD RESMED INC More: the full row for RESMED 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: 2,748 shares; 2025Q4: 2,000 shares; 2026Q1: 2,811 shares; 2026Q2: 2,958 shares 2,958 $576K 0.02% +147 Timeline EIPI 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: not reported; 2024Q4: not reported; 2025Q1: 15,377 shares; 2025Q2: 15,377 shares; 2025Q3: 15,377 shares; 2025Q4: 14,849 shares; 2026Q1: 26,961 shares; 2026Q2: 26,292 shares 26,292 $574K 0.02% -669 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,428 shares; 2025Q2: 17,908 shares; 2025Q3: 17,699 shares; 2025Q4: 12,344 shares; 2026Q1: 15,131 shares; 2026Q2: 11,504 shares 11,504 $574K 0.02% -3,627 Timeline VFH 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: 2,297 shares; 2024Q4: 2,300 shares; 2025Q1: 3,636 shares; 2025Q2: 6,639 shares; 2025Q3: 6,458 shares; 2025Q4: 6,301 shares; 2026Q1: 4,393 shares; 2026Q2: 4,358 shares 4,358 $574K 0.02% -35 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,353 shares; 2024Q4: 39,797 shares; 2025Q1: 73,661 shares; 2025Q2: 39,202 shares; 2025Q3: 40,606 shares; 2025Q4: 32,892 shares; 2026Q1: 30,814 shares; 2026Q2: 29,877 shares 29,877 $571K 0.02% -937 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,554 shares; 2024Q4: 7,265 shares; 2025Q1: 9,826 shares; 2025Q2: 10,997 shares; 2025Q3: 11,215 shares; 2025Q4: 12,022 shares; 2026Q1: 12,398 shares; 2026Q2: 13,506 shares 13,506 $570K 0.02% +1,108 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,240 shares; 2024Q4: 6,265 shares; 2025Q1: 6,231 shares; 2025Q2: 6,507 shares; 2025Q3: 6,705 shares; 2025Q4: 10,288 shares; 2026Q1: 11,214 shares; 2026Q2: 11,707 shares 11,707 $570K 0.02% +493 Timeline PJUL 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: 6,103 shares; 2024Q4: 6,103 shares; 2025Q1: not reported; 2025Q2: 10,115 shares; 2025Q3: 5,001 shares; 2025Q4: 10,345 shares; 2026Q1: 10,345 shares; 2026Q2: 11,666 shares 11,666 $569K 0.02% +1,321 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,262 shares; 2024Q4: 9,501 shares; 2025Q1: 8,024 shares; 2025Q2: 4,081 shares; 2025Q3: 3,419 shares; 2025Q4: 3,289 shares; 2026Q1: 3,099 shares; 2026Q2: 5,493 shares 5,493 $568K 0.02% +2,394 Timeline USHY 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: 57,534 shares; 2025Q3: 54,894 shares; 2025Q4: 36,945 shares; 2026Q1: 15,374 shares; 2026Q2: 15,337 shares 15,337 $568K 0.02% -37 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,847 shares; 2024Q4: 7,896 shares; 2025Q1: 8,462 shares; 2025Q2: 9,221 shares; 2025Q3: 8,711 shares; 2025Q4: 9,139 shares; 2026Q1: 9,142 shares; 2026Q2: 9,387 shares 9,387 $567K 0.02% +245 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC 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: 18,180 shares; 2026Q1: 38,168 shares; 2026Q2: 41,610 shares 41,610 $563K 0.02% +3,442 Timeline KFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,269 shares; 2026Q2: 18,114 shares 18,114 $563K 0.02% -155 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,541 shares; 2024Q4: 2,521 shares; 2025Q1: 4,339 shares; 2025Q2: 4,234 shares; 2025Q3: 4,237 shares; 2025Q4: 4,859 shares; 2026Q1: 4,432 shares; 2026Q2: 4,897 shares 4,897 $562K 0.02% +465 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,452 shares 15,452 $562K 0.02% new Timeline IBHG 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: 10,224 shares; 2025Q4: 16,827 shares; 2026Q1: 13,917 shares; 2026Q2: 25,365 shares 25,365 $560K 0.02% +11,448 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: 4,955 shares; 2025Q2: 4,947 shares; 2025Q3: 4,950 shares; 2025Q4: 4,925 shares; 2026Q1: 4,751 shares; 2026Q2: 4,757 shares 4,757 $558K 0.02% +6 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: 782 shares; 2025Q3: 1,177 shares; 2025Q4: 844 shares; 2026Q1: 744 shares; 2026Q2: 671 shares 671 $557K 0.02% -73 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,877 shares; 2024Q4: 12,869 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,216 shares 13,216 $556K 0.02% new Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES 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: 54,052 shares 54,052 $556K 0.02% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,763 shares; 2024Q4: 12,236 shares; 2025Q1: 4,977 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,854 shares; 2026Q2: 14,090 shares 14,090 $555K 0.02% +8,236 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,556 shares; 2025Q2: 4,160 shares; 2025Q3: 5,920 shares; 2025Q4: 6,074 shares; 2026Q1: 7,646 shares; 2026Q2: 6,438 shares 6,438 $555K 0.02% -1,208 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL 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: 14,474 shares; 2025Q4: 12,633 shares; 2026Q1: 10,132 shares; 2026Q2: 9,093 shares 9,093 $555K 0.02% -1,039 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,789 shares; 2024Q4: 4,791 shares; 2025Q1: 4,456 shares; 2025Q2: 4,406 shares; 2025Q3: 6,367 shares; 2025Q4: 6,596 shares; 2026Q1: 4,221 shares; 2026Q2: 4,189 shares 4,189 $554K 0.02% -32 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 13,611 shares; 2026Q2: 18,681 shares 18,681 $548K 0.02% +5,070 Timeline MLPA 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: 34,787 shares; 2025Q2: not reported; 2025Q3: 10,300 shares; 2025Q4: 10,300 shares; 2026Q1: 10,300 shares; 2026Q2: 10,300 shares 10,300 $547K 0.02% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES 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: 4,433 shares; 2026Q1: 4,408 shares; 2026Q2: 4,617 shares 4,617 $546K 0.02% +209 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,557 shares; 2026Q2: 14,371 shares 14,371 $546K 0.02% +7,814 Timeline CADL CANDEL THERAPEUTICS INC More: the full row for CANDEL 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: 45,604 shares; 2026Q2: 52,778 shares 52,778 $544K 0.02% +7,174 Timeline SCHC 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: 25,044 shares; 2025Q2: 13,450 shares; 2025Q3: 12,886 shares; 2025Q4: 12,715 shares; 2026Q1: 11,428 shares; 2026Q2: 11,260 shares 11,260 $542K 0.02% -168 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,740 shares; 2024Q4: 2,658 shares; 2025Q1: 2,815 shares; 2025Q2: 1,956 shares; 2025Q3: 1,791 shares; 2025Q4: 2,664 shares; 2026Q1: not reported; 2026Q2: 2,637 shares 2,637 $541K 0.02% new Timeline ARIS ARIS MINING CORPORATION More: the full row for ARIS MINING CORPORATION 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: 36,097 shares 36,097 $538K 0.02% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,239 shares; 2024Q4: 4,186 shares; 2025Q1: 6,024 shares; 2025Q2: 3,155 shares; 2025Q3: not reported; 2025Q4: 8,054 shares; 2026Q1: 14,632 shares; 2026Q2: 13,095 shares 13,095 $538K 0.02% -1,537 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,789 shares; 2025Q3: 9,783 shares; 2025Q4: 10,156 shares; 2026Q1: 10,142 shares; 2026Q2: 12,396 shares 12,396 $536K 0.02% +2,254 Timeline MDYV 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: 7,023 shares; 2025Q2: 6,210 shares; 2025Q3: 6,105 shares; 2025Q4: 5,986 shares; 2026Q1: 5,740 shares; 2026Q2: 5,606 shares 5,606 $532K 0.02% -134 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,965 shares; 2024Q4: 7,017 shares; 2025Q1: 2,427 shares; 2025Q2: 3,327 shares; 2025Q3: 2,374 shares; 2025Q4: 2,378 shares; 2026Q1: 1,932 shares; 2026Q2: 1,818 shares 1,818 $529K 0.02% -114 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,994 shares; 2025Q3: 5,013 shares; 2025Q4: 5,035 shares; 2026Q1: 5,054 shares; 2026Q2: 9,317 shares 9,317 $525K 0.02% +4,263 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED 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: 3,393 shares; 2026Q1: 3,580 shares; 2026Q2: 6,296 shares 6,296 $525K 0.02% +2,716 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,562 shares; 2024Q4: 4,292 shares; 2025Q1: 4,802 shares; 2025Q2: 4,803 shares; 2025Q3: 5,646 shares; 2025Q4: 6,346 shares; 2026Q1: 6,347 shares; 2026Q2: 6,222 shares 6,222 $521K 0.02% -125 Timeline IBDS 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: 10,342 shares; 2025Q1: 10,467 shares; 2025Q2: 18,179 shares; 2025Q3: 21,520 shares; 2025Q4: 20,477 shares; 2026Q1: 22,478 shares; 2026Q2: 21,511 shares 21,511 $521K 0.02% -967 Timeline SCHV 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: 2,677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,224 shares; 2025Q4: not reported; 2026Q1: 6,606 shares; 2026Q2: 14,756 shares 14,756 $514K 0.02% +8,150 Timeline MYCF 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: 17,196 shares; 2026Q2: 20,449 shares 20,449 $513K 0.02% +3,253 Timeline IYM 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: 1,737 shares; 2026Q1: not reported; 2026Q2: 2,848 shares 2,848 $511K 0.02% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,311 shares; 2024Q4: 43,612 shares; 2025Q1: 44,358 shares; 2025Q2: 26,356 shares; 2025Q3: 44,054 shares; 2025Q4: 37,900 shares; 2026Q1: 25,444 shares; 2026Q2: 27,486 shares 27,486 $509K 0.02% +2,042 Timeline INGR INGREDION INC More: the full row for INGREDION 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: 4,749 shares; 2026Q2: 5,358 shares 5,358 $507K 0.02% +609 Timeline NIHI 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: not reported; 2026Q1: 4,906 shares; 2026Q2: 9,830 shares 9,830 $507K 0.02% +4,924 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,696 shares; 2025Q3: 2,559 shares; 2025Q4: 4,600 shares; 2026Q1: 4,412 shares; 2026Q2: 3,911 shares 3,911 $505K 0.02% -501 Timeline CAAA 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: 12,489 shares; 2024Q4: 12,609 shares; 2025Q1: 19,747 shares; 2025Q2: 21,237 shares; 2025Q3: 21,460 shares; 2025Q4: 21,770 shares; 2026Q1: 28,007 shares; 2026Q2: 24,765 shares 24,765 $503K 0.02% -3,242 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,526 shares; 2024Q4: 7,525 shares; 2025Q1: 7,014 shares; 2025Q2: 5,902 shares; 2025Q3: 5,933 shares; 2025Q4: 3,856 shares; 2026Q1: 3,551 shares; 2026Q2: 3,588 shares 3,588 $502K 0.02% +37 Timeline ISPY 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: 7,779 shares; 2025Q2: 8,896 shares; 2025Q3: 8,853 shares; 2025Q4: 9,914 shares; 2026Q1: 10,136 shares; 2026Q2: 10,413 shares 10,413 $502K 0.02% +277 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR 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: 10,150 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,975 shares 27,975 $501K 0.02% new Timeline RWO 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: not reported; 2025Q4: 10,178 shares; 2026Q1: 10,787 shares; 2026Q2: 10,060 shares 10,060 $500K 0.02% -727 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,391 shares; 2024Q4: 3,391 shares; 2025Q1: 3,391 shares; 2025Q2: 3,391 shares; 2025Q3: 3,391 shares; 2025Q4: 3,391 shares; 2026Q1: 3,351 shares; 2026Q2: 3,407 shares 3,407 $499K 0.02% +56 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,670 shares; 2024Q4: 4,249 shares; 2025Q1: 5,111 shares; 2025Q2: 5,591 shares; 2025Q3: 5,566 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,430 shares 7,430 $498K 0.02% new Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,398 shares; 2025Q3: 5,639 shares; 2025Q4: 5,592 shares; 2026Q1: 4,042 shares; 2026Q2: 4,441 shares 4,441 $498K 0.02% +399 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,420 shares; 2025Q2: 2,316 shares; 2025Q3: not reported; 2025Q4: 7,818 shares; 2026Q1: not reported; 2026Q2: 5,431 shares 5,431 $495K 0.02% new Timeline AA ALCOA CORP More: the full row for ALCOA 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: 4,174 shares; 2026Q2: 9,424 shares 9,424 $491K 0.02% +5,250 Timeline FAD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,430 shares; 2026Q2: 2,450 shares 2,450 $490K 0.02% +20 Timeline SPLB 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: not reported; 2025Q4: not reported; 2026Q1: 13,865 shares; 2026Q2: 21,830 shares 21,830 $489K 0.02% +7,965 Timeline QVML 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: not reported; 2026Q2: 10,989 shares 10,989 $485K 0.02% new Timeline BKMS 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: 18,944 shares; 2026Q2: 18,944 shares 18,944 $484K 0.02% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,860 shares; 2024Q4: 13,860 shares; 2025Q1: 13,860 shares; 2025Q2: 13,860 shares; 2025Q3: 13,967 shares; 2025Q4: 13,967 shares; 2026Q1: 13,967 shares; 2026Q2: 13,967 shares 13,967 $484K 0.02% 0 Timeline LQDW 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: 15,974 shares; 2026Q1: 22,199 shares; 2026Q2: 20,016 shares 20,016 $481K 0.02% -2,183 Timeline PTNQ 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: 117 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,502 shares; 2026Q1: 5,502 shares; 2026Q2: 5,417 shares 5,417 $480K 0.02% -85 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL 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: 3,278 shares; 2026Q1: not reported; 2026Q2: 6,285 shares 6,285 $480K 0.02% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,547 shares; 2024Q4: 4,547 shares; 2025Q1: 4,188 shares; 2025Q2: 4,196 shares; 2025Q3: 4,923 shares; 2025Q4: 4,637 shares; 2026Q1: 4,397 shares; 2026Q2: 4,307 shares 4,307 $479K 0.02% -90 Timeline PI IMPINJ INC More: the full row for IMPINJ 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: 2,066 shares; 2026Q1: 3,400 shares; 2026Q2: 3,344 shares 3,344 $479K 0.02% -56 Timeline FMTM 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: not reported; 2026Q1: not reported; 2026Q2: 10,956 shares 10,956 $478K 0.02% new Timeline EPS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,854 shares; 2026Q2: 6,098 shares 6,098 $474K 0.02% +1,244 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,790 shares; 2024Q4: 7,649 shares; 2025Q1: 11,447 shares; 2025Q2: 9,153 shares; 2025Q3: 6,180 shares; 2025Q4: 7,998 shares; 2026Q1: 5,659 shares; 2026Q2: 5,165 shares 5,165 $474K 0.02% -494 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL 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: 14,506 shares 14,506 $472K 0.02% new Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM 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: 5,080 shares; 2026Q2: 10,194 shares 10,194 $469K 0.02% +5,114 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,471 shares; 2024Q4: 20,509 shares; 2025Q1: 24,974 shares; 2025Q2: 29,348 shares; 2025Q3: 25,894 shares; 2025Q4: 20,490 shares; 2026Q1: 13,709 shares; 2026Q2: 10,228 shares 10,228 $468K 0.02% -3,481 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,135 shares; 2026Q2: 1,235 shares 1,235 $466K 0.02% +100 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,795 shares; 2024Q4: 2,796 shares; 2025Q1: 2,254 shares; 2025Q2: 2,194 shares; 2025Q3: 2,146 shares; 2025Q4: 2,143 shares; 2026Q1: 992 shares; 2026Q2: 1,474 shares 1,474 $462K 0.02% +482 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,913 shares; 2026Q1: not reported; 2026Q2: 4,414 shares 4,414 $459K 0.02% new Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,933 shares; 2026Q2: 10,215 shares 10,215 $458K 0.01% +282 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,261 shares 17,261 $456K 0.01% new Timeline KBWB 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: not reported; 2026Q2: 4,875 shares 4,875 $453K 0.01% new Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,810 shares; 2024Q4: 20,089 shares; 2025Q1: 10,493 shares; 2025Q2: 10,712 shares; 2025Q3: 10,448 shares; 2025Q4: 9,398 shares; 2026Q1: 8,422 shares; 2026Q2: 8,600 shares 8,600 $452K 0.01% +178 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,260 shares; 2024Q4: 4,317 shares; 2025Q1: 893 shares; 2025Q2: 901 shares; 2025Q3: 963 shares; 2025Q4: 1,190 shares; 2026Q1: 959 shares; 2026Q2: 1,007 shares 1,007 $449K 0.01% +48 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,898 shares; 2024Q4: 1,913 shares; 2025Q1: 2,626 shares; 2025Q2: 2,606 shares; 2025Q3: 2,680 shares; 2025Q4: 2,717 shares; 2026Q1: 2,335 shares; 2026Q2: 1,360 shares 1,360 $449K 0.01% -975 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,788 shares; 2024Q4: 7,937 shares; 2025Q1: 8,516 shares; 2025Q2: 8,994 shares; 2025Q3: 8,924 shares; 2025Q4: 10,177 shares; 2026Q1: 8,482 shares; 2026Q2: 8,269 shares 8,269 $448K 0.01% -213 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,728 shares; 2024Q4: 2,757 shares; 2025Q1: 3,124 shares; 2025Q2: 2,442 shares; 2025Q3: 2,177 shares; 2025Q4: 3,695 shares; 2026Q1: 10,205 shares; 2026Q2: 9,095 shares 9,095 $446K 0.01% -1,110 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,951 shares; 2024Q4: 32,951 shares; 2025Q1: 23,951 shares; 2025Q2: 22,671 shares; 2025Q3: 8,506 shares; 2025Q4: 8,997 shares; 2026Q1: 8,677 shares; 2026Q2: 8,677 shares 8,677 $446K 0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,140 shares; 2024Q4: 2,140 shares; 2025Q1: 2,094 shares; 2025Q2: 2,237 shares; 2025Q3: 2,190 shares; 2025Q4: 2,226 shares; 2026Q1: 2,235 shares; 2026Q2: 2,232 shares 2,232 $446K 0.01% -3 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 588 shares; 2024Q4: 570 shares; 2025Q1: 590 shares; 2025Q2: 639 shares; 2025Q3: 570 shares; 2025Q4: 569 shares; 2026Q1: 3,334 shares; 2026Q2: 1,705 shares 1,705 $445K 0.01% -1,629 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN 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: 29,333 shares 29,333 $444K 0.01% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,599 shares; 2024Q4: 2,458 shares; 2025Q1: 2,393 shares; 2025Q2: 2,294 shares; 2025Q3: 2,313 shares; 2025Q4: 3,667 shares; 2026Q1: 3,298 shares; 2026Q2: 3,090 shares 3,090 $442K 0.01% -208 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,095 shares; 2026Q1: 11,897 shares; 2026Q2: 11,747 shares 11,747 $441K 0.01% -150 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,411 shares; 2024Q4: 7,667 shares; 2025Q1: 7,363 shares; 2025Q2: 2,837 shares; 2025Q3: 2,893 shares; 2025Q4: 2,956 shares; 2026Q1: 3,621 shares; 2026Q2: 3,343 shares 3,343 $440K 0.01% -278 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $438K 0.01% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,498 shares; 2024Q4: 1,034 shares; 2025Q1: 1,470 shares; 2025Q2: 1,460 shares; 2025Q3: 1,434 shares; 2025Q4: 1,178 shares; 2026Q1: 1,171 shares; 2026Q2: 1,086 shares 1,086 $437K 0.01% -85 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,840 shares; 2025Q3: 3,111 shares; 2025Q4: 3,951 shares; 2026Q1: 3,936 shares; 2026Q2: 2,871 shares 2,871 $437K 0.01% -1,065 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,676 shares; 2025Q3: 10,477 shares; 2025Q4: 10,594 shares; 2026Q1: 10,695 shares; 2026Q2: 10,351 shares 10,351 $437K 0.01% -344 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,402 shares; 2024Q4: 1,402 shares; 2025Q1: 1,702 shares; 2025Q2: 1,832 shares; 2025Q3: 1,833 shares; 2025Q4: 1,833 shares; 2026Q1: 1,807 shares; 2026Q2: 1,718 shares 1,718 $435K 0.01% -89 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,133 shares; 2024Q4: 10,133 shares; 2025Q1: 10,134 shares; 2025Q2: 10,133 shares; 2025Q3: 9,783 shares; 2025Q4: 9,783 shares; 2026Q1: 9,428 shares; 2026Q2: 9,467 shares 9,467 $434K 0.01% +39 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,274 shares; 2024Q4: 10,299 shares; 2025Q1: 10,206 shares; 2025Q2: 10,219 shares; 2025Q3: 10,244 shares; 2025Q4: 10,269 shares; 2026Q1: 8,756 shares; 2026Q2: 8,904 shares 8,904 $433K 0.01% +148 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,800 shares; 2024Q4: 7,329 shares; 2025Q1: 11,506 shares; 2025Q2: 12,173 shares; 2025Q3: 13,166 shares; 2025Q4: 8,464 shares; 2026Q1: 15,621 shares; 2026Q2: 8,451 shares 8,451 $431K 0.01% -7,170 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,226 shares; 2024Q4: 11,228 shares; 2025Q1: 1,694 shares; 2025Q2: 1,623 shares; 2025Q3: 1,611 shares; 2025Q4: 4,177 shares; 2026Q1: 3,705 shares; 2026Q2: 3,065 shares 3,065 $426K 0.01% -640 Timeline XSOE 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: not reported; 2025Q3: 16,561 shares; 2025Q4: not reported; 2026Q1: 5,227 shares; 2026Q2: 8,655 shares 8,655 $426K 0.01% +3,428 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,607 shares; 2024Q4: 7,212 shares; 2025Q1: 5,047 shares; 2025Q2: 4,347 shares; 2025Q3: 4,987 shares; 2025Q4: 2,648 shares; 2026Q1: 2,398 shares; 2026Q2: 2,394 shares 2,394 $425K 0.01% -4 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,569 shares; 2025Q2: 36,250 shares; 2025Q3: 38,186 shares; 2025Q4: 38,454 shares; 2026Q1: 22,218 shares; 2026Q2: 23,049 shares 23,049 $424K 0.01% +831 Timeline VNLA 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: 11,017 shares; 2025Q2: 8,507 shares; 2025Q3: 10,988 shares; 2025Q4: 19,291 shares; 2026Q1: 10,130 shares; 2026Q2: 8,642 shares 8,642 $422K 0.01% -1,488 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS 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: 5,350 shares; 2026Q1: 5,265 shares; 2026Q2: 5,241 shares 5,241 $422K 0.01% -24 Timeline XFLT XAI FLOATING RATE & ALTER IN More: the full row for XAI FLOATING RATE & ALTER IN 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: 28,958 shares; 2026Q2: 24,020 shares 24,020 $422K 0.01% -4,938 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,919 shares; 2024Q4: 2,062 shares; 2025Q1: 1,948 shares; 2025Q2: 1,885 shares; 2025Q3: 1,514 shares; 2025Q4: 1,191 shares; 2026Q1: 1,232 shares; 2026Q2: 1,235 shares 1,235 $421K 0.01% +3 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,655 shares; 2026Q1: 10,853 shares; 2026Q2: 10,853 shares 10,853 $421K 0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,239 shares; 2024Q4: 5,511 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,120 shares; 2025Q4: 7,961 shares; 2026Q1: 6,227 shares; 2026Q2: 5,776 shares 5,776 $421K 0.01% -451 Timeline LEGR 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: 7,032 shares; 2024Q4: 7,032 shares; 2025Q1: 6,247 shares; 2025Q2: 6,247 shares; 2025Q3: 6,547 shares; 2025Q4: 6,547 shares; 2026Q1: 6,547 shares; 2026Q2: 6,547 shares 6,547 $421K 0.01% 0 Timeline KIE 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,881 shares 6,881 $420K 0.01% new Timeline FXU 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: 5,459 shares; 2025Q2: 4,989 shares; 2025Q3: 5,294 shares; 2025Q4: not reported; 2026Q1: 8,149 shares; 2026Q2: 8,499 shares 8,499 $419K 0.01% +350 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,938 shares; 2024Q4: 5,236 shares; 2025Q1: 3,756 shares; 2025Q2: not reported; 2025Q3: 3,392 shares; 2025Q4: 5,347 shares; 2026Q1: 4,635 shares; 2026Q2: 4,289 shares 4,289 $414K 0.01% -346 Timeline AEVA AEVA TECHNOLOGIES INC More: the full row for AEVA TECHNOLOGIES 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: 33,412 shares; 2026Q2: 14,373 shares 14,373 $413K 0.01% -19,039 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,181 shares; 2026Q2: 4,289 shares 4,289 $412K 0.01% -7,892 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,146 shares; 2024Q4: 47,275 shares; 2025Q1: 3,313 shares; 2025Q2: 3,552 shares; 2025Q3: 3,396 shares; 2025Q4: 3,374 shares; 2026Q1: 3,422 shares; 2026Q2: 3,500 shares 3,500 $411K 0.01% +78 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,326 shares; 2025Q4: 4,560 shares; 2026Q1: 4,465 shares; 2026Q2: 1,445 shares 1,445 $410K 0.01% -3,020 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,477 shares; 2024Q4: 8,794 shares; 2025Q1: 3,843 shares; 2025Q2: 3,724 shares; 2025Q3: 3,202 shares; 2025Q4: 3,774 shares; 2026Q1: 3,544 shares; 2026Q2: 4,339 shares 4,339 $408K 0.01% +795 Timeline EMHC 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: not reported; 2025Q4: not reported; 2026Q1: 8,228 shares; 2026Q2: 16,008 shares 16,008 $407K 0.01% +7,780 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,408 shares; 2026Q1: 9,700 shares; 2026Q2: 9,700 shares 9,700 $405K 0.01% 0 Timeline JSMD 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: not reported; 2025Q4: not reported; 2026Q1: 3,962 shares; 2026Q2: 3,986 shares 3,986 $404K 0.01% +24 Timeline UMAC UNUSUAL MACHS INC More: the full row for UNUSUAL MACHS 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: 16,742 shares; 2026Q2: 18,089 shares 18,089 $403K 0.01% +1,347 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,534 shares; 2024Q4: 1,534 shares; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares; 2025Q3: 1,343 shares; 2025Q4: 1,479 shares; 2026Q1: 1,479 shares; 2026Q2: 1,516 shares 1,516 $401K 0.01% +37 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104 shares; 2024Q4: 100 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 104 shares; 2026Q1: 126 shares; 2026Q2: 125 shares 125 $399K 0.01% -1 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,061 shares; 2026Q2: 6,181 shares 6,181 $399K 0.01% +120 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,601 shares; 2024Q4: 11,834 shares; 2025Q1: 11,672 shares; 2025Q2: 11,619 shares; 2025Q3: 29,139 shares; 2025Q4: 29,691 shares; 2026Q1: 29,725 shares; 2026Q2: 30,174 shares 30,174 $399K 0.01% +449 Timeline ETHB ISHARES STAKED ETHEREUM TR E More: the full row for ISHARES STAKED ETHEREUM TR E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,657 shares 19,657 $399K 0.01% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,580 shares; 2024Q4: 9,301 shares; 2025Q1: 28,174 shares; 2025Q2: 12,888 shares; 2025Q3: 12,343 shares; 2025Q4: 15,165 shares; 2026Q1: 15,275 shares; 2026Q2: 14,433 shares 14,433 $398K 0.01% -842 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,748 shares 6,748 $398K 0.01% new Timeline FXZ 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $397K 0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,632 shares; 2024Q4: 1,585 shares; 2025Q1: 1,762 shares; 2025Q2: 1,725 shares; 2025Q3: 1,679 shares; 2025Q4: 1,602 shares; 2026Q1: 1,601 shares; 2026Q2: 1,606 shares 1,606 $395K 0.01% +5 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,001 shares; 2024Q4: 7,009 shares; 2025Q1: 6,306 shares; 2025Q2: 3,495 shares; 2025Q3: 3,498 shares; 2025Q4: 3,082 shares; 2026Q1: 3,070 shares; 2026Q2: 1,983 shares 1,983 $395K 0.01% -1,087 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA 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: 1,441 shares; 2025Q4: 2,719 shares; 2026Q1: 1,511 shares; 2026Q2: 1,878 shares 1,878 $389K 0.01% +367 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,175 shares; 2024Q4: 5,017 shares; 2025Q1: 5,085 shares; 2025Q2: 5,081 shares; 2025Q3: 5,075 shares; 2025Q4: 5,149 shares; 2026Q1: 5,089 shares; 2026Q2: 5,074 shares 5,074 $388K 0.01% -15 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 9,823 shares; 2025Q2: 7,856 shares; 2025Q3: 1,722 shares; 2025Q4: 1,745 shares; 2026Q1: not reported; 2026Q2: 1,535 shares 1,535 $387K 0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,779 shares; 2025Q1: 3,901 shares; 2025Q2: 2,780 shares; 2025Q3: not reported; 2025Q4: 4,126 shares; 2026Q1: 1,886 shares; 2026Q2: 1,628 shares 1,628 $387K 0.01% -258 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 17,982 shares; 2025Q4: 19,709 shares; 2026Q1: 30,178 shares; 2026Q2: 32,530 shares 32,530 $387K 0.01% +2,352 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 14,270 shares; 2026Q2: 14,559 shares 14,559 $387K 0.01% +289 Timeline SETM SPROTT FDS TR More: the full row for SPROTT 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: 11,618 shares; 2026Q1: 11,618 shares; 2026Q2: 12,381 shares 12,381 $386K 0.01% +763 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,281 shares; 2024Q4: 8,309 shares; 2025Q1: 8,073 shares; 2025Q2: 6,442 shares; 2025Q3: 6,274 shares; 2025Q4: 5,841 shares; 2026Q1: 5,871 shares; 2026Q2: 6,324 shares 6,324 $385K 0.01% +453 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,521 shares; 2024Q4: 1,499 shares; 2025Q1: 1,494 shares; 2025Q2: 2,017 shares; 2025Q3: 1,632 shares; 2025Q4: 1,601 shares; 2026Q1: 1,569 shares; 2026Q2: 1,584 shares 1,584 $385K 0.01% +15 Timeline SRLN 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: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,130 shares; 2026Q2: 9,495 shares 9,495 $383K 0.01% +4,365 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,261 shares 5,261 $382K 0.01% new Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS 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: 1,727 shares 1,727 $382K 0.01% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,653 shares; 2024Q4: 1,661 shares; 2025Q1: 1,694 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 1,550 shares; 2026Q1: 1,134 shares; 2026Q2: 1,209 shares 1,209 $381K 0.01% +75 Timeline IBTM 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: 16,695 shares 16,695 $379K 0.01% new Timeline VIGI 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: not reported; 2024Q4: not reported; 2025Q1: 3,967 shares; 2025Q2: 3,970 shares; 2025Q3: 3,974 shares; 2025Q4: 3,900 shares; 2026Q1: 3,893 shares; 2026Q2: 4,050 shares 4,050 $378K 0.01% +157 Timeline KSPY KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,910 shares 12,910 $378K 0.01% new Timeline SCHO 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: 16,386 shares; 2024Q4: 36,764 shares; 2025Q1: 62,408 shares; 2025Q2: 66,978 shares; 2025Q3: 24,801 shares; 2025Q4: 20,730 shares; 2026Q1: 15,359 shares; 2026Q2: 15,655 shares 15,655 $378K 0.01% +296 Timeline STOT 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: 49,105 shares; 2024Q4: 51,892 shares; 2025Q1: 25,753 shares; 2025Q2: 28,081 shares; 2025Q3: 5,347 shares; 2025Q4: not reported; 2026Q1: 13,954 shares; 2026Q2: 8,016 shares 8,016 $377K 0.01% -5,938 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,013 shares; 2026Q2: 3,731 shares 3,731 $376K 0.01% +1,718 Timeline VTHR 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: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,132 shares; 2026Q1: 1,132 shares; 2026Q2: 1,132 shares 1,132 $375K 0.01% 0 Timeline BLDG 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: not reported; 2024Q4: not reported; 2025Q1: 24,555 shares; 2025Q2: 24,116 shares; 2025Q3: 25,214 shares; 2025Q4: 25,483 shares; 2026Q1: 13,465 shares; 2026Q2: 13,756 shares 13,756 $371K 0.01% +291 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,202 shares; 2024Q4: 4,594 shares; 2025Q1: 5,671 shares; 2025Q2: 5,357 shares; 2025Q3: 5,071 shares; 2025Q4: 5,370 shares; 2026Q1: 5,078 shares; 2026Q2: 4,930 shares 4,930 $371K 0.01% -148 Timeline IBDY 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: 11,521 shares; 2026Q2: 14,359 shares 14,359 $370K 0.01% +2,838 Timeline FHDG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,189 shares; 2026Q2: 10,189 shares 10,189 $369K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,190 shares; 2024Q4: 7,153 shares; 2025Q1: 7,645 shares; 2025Q2: 7,422 shares; 2025Q3: 3,706 shares; 2025Q4: 9,415 shares; 2026Q1: 9,495 shares; 2026Q2: 6,627 shares 6,627 $368K 0.01% -2,868 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,002 shares; 2024Q4: 5,008 shares; 2025Q1: 6,439 shares; 2025Q2: 4,186 shares; 2025Q3: not reported; 2025Q4: 6,312 shares; 2026Q1: 6,313 shares; 2026Q2: 6,313 shares 6,313 $368K 0.01% 0 Timeline ISCF 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: 9,398 shares; 2025Q2: 9,038 shares; 2025Q3: 9,324 shares; 2025Q4: 9,089 shares; 2026Q1: 9,251 shares; 2026Q2: 8,476 shares 8,476 $367K 0.01% -775 Timeline RH RH More: the full row for RH 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: 2,142 shares; 2026Q2: 2,217 shares 2,217 $365K 0.01% +75 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,582 shares; 2026Q1: 15,801 shares; 2026Q2: 15,354 shares 15,354 $365K 0.01% -447 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,240 shares; 2024Q4: 3,416 shares; 2025Q1: 2,925 shares; 2025Q2: 14,196 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,490 shares 4,490 $364K 0.01% new Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,102 shares; 2025Q2: 10,413 shares; 2025Q3: 9,893 shares; 2025Q4: 10,248 shares; 2026Q1: 9,809 shares; 2026Q2: 9,814 shares 9,814 $364K 0.01% +5 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,572 shares; 2024Q4: 2,574 shares; 2025Q1: 2,544 shares; 2025Q2: 2,482 shares; 2025Q3: 2,296 shares; 2025Q4: 3,356 shares; 2026Q1: 3,383 shares; 2026Q2: 3,702 shares 3,702 $364K 0.01% +319 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,634 shares; 2024Q4: 17,644 shares; 2025Q1: 19,225 shares; 2025Q2: 18,724 shares; 2025Q3: 21,944 shares; 2025Q4: 20,694 shares; 2026Q1: 15,563 shares; 2026Q2: 20,960 shares 20,960 $364K 0.01% +5,397 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,480 shares; 2026Q1: 8,439 shares; 2026Q2: 6,528 shares 6,528 $363K 0.01% -1,911 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I 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: 13,287 shares; 2026Q1: 30,346 shares; 2026Q2: 17,026 shares 17,026 $362K 0.01% -13,320 Timeline HYLS 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: 6,398 shares; 2025Q2: 6,940 shares; 2025Q3: 7,277 shares; 2025Q4: 7,615 shares; 2026Q1: 9,502 shares; 2026Q2: 8,906 shares 8,906 $362K 0.01% -596 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY 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: 74,032 shares; 2026Q2: 49,835 shares 49,835 $362K 0.01% -24,197 Timeline XLB 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: 6,909 shares; 2024Q4: 6,763 shares; 2025Q1: 5,987 shares; 2025Q2: 3,265 shares; 2025Q3: 3,243 shares; 2025Q4: 6,741 shares; 2026Q1: 7,098 shares; 2026Q2: 7,102 shares 7,102 $361K 0.01% +4 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 429 shares 429 $360K 0.01% new Timeline EUFN 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: 10,000 shares; 2025Q2: 10,516 shares; 2025Q3: 10,516 shares; 2025Q4: 9,216 shares; 2026Q1: 9,216 shares; 2026Q2: 9,216 shares 9,216 $359K 0.01% 0 Timeline RGCO RGC RES INC More: the full row for RGC RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,699 shares; 2024Q4: 14,699 shares; 2025Q1: 14,903 shares; 2025Q2: 14,973 shares; 2025Q3: 15,046 shares; 2025Q4: 15,116 shares; 2026Q1: 15,062 shares; 2026Q2: 15,030 shares 15,030 $359K 0.01% -32 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,766 shares; 2024Q4: 17,603 shares; 2025Q1: 17,075 shares; 2025Q2: 14,632 shares; 2025Q3: 13,956 shares; 2025Q4: 13,576 shares; 2026Q1: 16,262 shares; 2026Q2: 14,613 shares 14,613 $359K 0.01% -1,649 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,503 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,224 shares 1,224 $358K 0.01% new Timeline FEZ 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: 3,805 shares; 2024Q4: not reported; 2025Q1: 37,115 shares; 2025Q2: 49,263 shares; 2025Q3: 49,322 shares; 2025Q4: 48,402 shares; 2026Q1: 4,964 shares; 2026Q2: 5,209 shares 5,209 $358K 0.01% +245 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,446 shares; 2024Q4: 2,629 shares; 2025Q1: not reported; 2025Q2: 6,622 shares; 2025Q3: 6,340 shares; 2025Q4: 6,425 shares; 2026Q1: not reported; 2026Q2: 1,400 shares 1,400 $356K 0.01% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,882 shares; 2024Q4: 18,882 shares; 2025Q1: 26,547 shares; 2025Q2: 26,581 shares; 2025Q3: 22,790 shares; 2025Q4: 21,942 shares; 2026Q1: 21,942 shares; 2026Q2: 29,300 shares 29,300 $355K 0.01% +7,358 Timeline CLDT CHATHAM LODGING TR More: the full row for CHATHAM LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,988 shares; 2024Q4: 36,988 shares; 2025Q1: 38,121 shares; 2025Q2: 36,327 shares; 2025Q3: 33,232 shares; 2025Q4: 28,069 shares; 2026Q1: 26,869 shares; 2026Q2: 26,690 shares 26,690 $353K 0.01% -179 Timeline MYCH 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: 17,868 shares; 2026Q2: 14,095 shares 14,095 $351K 0.01% -3,773 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,821 shares; 2024Q4: 7,819 shares; 2025Q1: 18,126 shares; 2025Q2: 6,675 shares; 2025Q3: 6,277 shares; 2025Q4: 6,277 shares; 2026Q1: 6,277 shares; 2026Q2: 6,119 shares 6,119 $349K 0.01% -158 Timeline IAI 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: 8,074 shares; 2025Q2: 7,832 shares; 2025Q3: 7,306 shares; 2025Q4: 8,734 shares; 2026Q1: not reported; 2026Q2: 1,984 shares 1,984 $348K 0.01% new Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,966 shares; 2024Q4: 10,960 shares; 2025Q1: 4,870 shares; 2025Q2: 7,017 shares; 2025Q3: 6,226 shares; 2025Q4: 12,582 shares; 2026Q1: not reported; 2026Q2: 4,262 shares 4,262 $345K 0.01% new Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,416 shares; 2024Q4: 14,413 shares; 2025Q1: 9,995 shares; 2025Q2: 9,770 shares; 2025Q3: 8,562 shares; 2025Q4: 5,779 shares; 2026Q1: 5,488 shares; 2026Q2: 5,490 shares 5,490 $344K 0.01% +2 Timeline BLES 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: 55,635 shares; 2024Q4: 56,241 shares; 2025Q1: 20,418 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,725 shares; 2026Q1: 7,179 shares; 2026Q2: 7,204 shares 7,204 $344K 0.01% +25 Timeline HOV HOVNANIAN ENTERPRISES INC More: the full row for HOVNANIAN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,330 shares; 2024Q4: 3,189 shares; 2025Q1: 3,678 shares; 2025Q2: 4,053 shares; 2025Q3: 4,013 shares; 2025Q4: 2,584 shares; 2026Q1: 2,444 shares; 2026Q2: 2,401 shares 2,401 $342K 0.01% -43 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,434 shares; 2024Q4: 601 shares; 2025Q1: 2,345 shares; 2025Q2: 2,457 shares; 2025Q3: 2,487 shares; 2025Q4: 2,407 shares; 2026Q1: 2,229 shares; 2026Q2: 2,008 shares 2,008 $342K 0.01% -221 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,503 shares; 2024Q4: 17,267 shares; 2025Q1: 14,749 shares; 2025Q2: 6,352 shares; 2025Q3: 5,015 shares; 2025Q4: 5,352 shares; 2026Q1: 5,827 shares; 2026Q2: 6,241 shares 6,241 $341K 0.01% +414 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,096 shares; 2024Q4: 17,631 shares; 2025Q1: 16,097 shares; 2025Q2: 16,011 shares; 2025Q3: 16,011 shares; 2025Q4: 16,661 shares; 2026Q1: 13,256 shares; 2026Q2: 13,271 shares 13,271 $340K 0.01% +15 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,047 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,691 shares; 2026Q1: not reported; 2026Q2: 11,155 shares 11,155 $339K 0.01% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,500 shares; 2024Q4: 13,000 shares; 2025Q1: 19,564 shares; 2025Q2: 27,884 shares; 2025Q3: 27,884 shares; 2025Q4: 27,884 shares; 2026Q1: 27,884 shares; 2026Q2: 28,852 shares 28,852 $339K 0.01% +968 Timeline FLKR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,107 shares 5,107 $337K 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,137 shares; 2024Q4: 2,117 shares; 2025Q1: 2,075 shares; 2025Q2: 2,082 shares; 2025Q3: 1,873 shares; 2025Q4: 2,400 shares; 2026Q1: 2,404 shares; 2026Q2: 2,212 shares 2,212 $337K 0.01% -192 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,652 shares; 2024Q4: 3,133 shares; 2025Q1: 4,197 shares; 2025Q2: 8,112 shares; 2025Q3: 7,512 shares; 2025Q4: 4,312 shares; 2026Q1: 4,416 shares; 2026Q2: 4,091 shares 4,091 $337K 0.01% -325 Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,942 shares; 2026Q1: 11,886 shares; 2026Q2: 10,617 shares 10,617 $334K 0.01% -1,269 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 3,396 shares; 2026Q2: 1,312 shares 1,312 $332K 0.01% -2,084 Timeline DEM 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: 4,606 shares; 2025Q3: 4,606 shares; 2025Q4: not reported; 2026Q1: 5,514 shares; 2026Q2: 6,140 shares 6,140 $330K 0.01% +626 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR 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: 22,100 shares; 2025Q4: 12,100 shares; 2026Q1: 12,100 shares; 2026Q2: 40,314 shares 40,314 $328K 0.01% +28,214 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,437 shares; 2024Q4: 12,326 shares; 2025Q1: 17,884 shares; 2025Q2: 18,848 shares; 2025Q3: 17,977 shares; 2025Q4: 19,160 shares; 2026Q1: 26,024 shares; 2026Q2: 16,201 shares 16,201 $328K 0.01% -9,823 Timeline IVZ INVESCO LTD More: the full row for INVESCO 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: 12,412 shares 12,412 $328K 0.01% new Timeline IQDG 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,906 shares; 2026Q2: 7,517 shares 7,517 $324K 0.01% -389 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL 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: 6,291 shares; 2026Q1: 6,672 shares; 2026Q2: 7,025 shares 7,025 $323K 0.01% +353 Timeline PJAN 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: 15,015 shares; 2024Q4: 15,296 shares; 2025Q1: 7,764 shares; 2025Q2: 9,152 shares; 2025Q3: 9,144 shares; 2025Q4: 6,796 shares; 2026Q1: 6,510 shares; 2026Q2: 6,510 shares 6,510 $322K 0.01% 0 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS 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: 6,172 shares; 2026Q2: 2,171 shares 2,171 $322K 0.01% -4,001 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,010 shares 7,010 $320K 0.01% new Timeline VTEB 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: 22,214 shares; 2024Q4: 21,853 shares; 2025Q1: 24,635 shares; 2025Q2: 35,989 shares; 2025Q3: 24,397 shares; 2025Q4: 22,075 shares; 2026Q1: 13,887 shares; 2026Q2: 6,305 shares 6,305 $319K 0.01% -7,582 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS 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: 2,700 shares; 2026Q2: 2,700 shares 2,700 $319K 0.01% 0 Timeline IBHH 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: 13,552 shares 13,552 $318K 0.01% new Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,498 shares; 2024Q4: 4,453 shares; 2025Q1: 4,366 shares; 2025Q2: 4,695 shares; 2025Q3: 5,826 shares; 2025Q4: 4,486 shares; 2026Q1: 4,094 shares; 2026Q2: 3,754 shares 3,754 $316K 0.01% -340 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,645 shares 8,645 $316K 0.01% new Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,112 shares; 2024Q4: 82,174 shares; 2025Q1: 68,102 shares; 2025Q2: 59,150 shares; 2025Q3: 47,664 shares; 2025Q4: 20,446 shares; 2026Q1: 12,327 shares; 2026Q2: 4,281 shares 4,281 $316K 0.01% -8,046 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,996 shares; 2025Q3: 6,256 shares; 2025Q4: 8,232 shares; 2026Q1: 8,232 shares; 2026Q2: 7,632 shares 7,632 $315K 0.01% -600 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,584 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,739 shares; 2026Q2: 6,756 shares 6,756 $315K 0.01% +17 Timeline SWAN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,368 shares 9,368 $313K 0.01% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,161 shares; 2025Q2: 5,525 shares; 2025Q3: not reported; 2025Q4: 5,811 shares; 2026Q1: 5,923 shares; 2026Q2: 5,923 shares 5,923 $312K 0.01% 0 Timeline AXTI AXT INC More: the full row for AXT 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: 4,321 shares 4,321 $311K 0.01% new Timeline FLTW FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,946 shares 2,946 $311K 0.01% new Timeline HGRO ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 7,194 shares; 2026Q1: 7,179 shares; 2026Q2: 9,914 shares 9,914 $311K 0.01% +2,735 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 763 shares; 2026Q1: 714 shares; 2026Q2: 723 shares 723 $308K 0.01% +9 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,917 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,485 shares 5,485 $308K 0.01% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,353 shares; 2024Q4: 11,353 shares; 2025Q1: 11,428 shares; 2025Q2: 10,865 shares; 2025Q3: 10,697 shares; 2025Q4: 24,459 shares; 2026Q1: 12,855 shares; 2026Q2: 12,725 shares 12,725 $305K 0.01% -130 Timeline WELLS FARGO & CO 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: not reported; 2024Q4: not reported; 2025Q1: 205 shares; 2025Q2: 229 shares; 2025Q3: 230 shares; 2025Q4: 233 shares; 2026Q1: 257 shares; 2026Q2: 262 shares 262 $304K 0.01% +5 ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,181 shares; 2024Q4: not reported; 2025Q1: 24,098 shares; 2025Q2: 21,045 shares; 2025Q3: 23,140 shares; 2025Q4: 23,686 shares; 2026Q1: 22,414 shares; 2026Q2: 20,397 shares 20,397 $304K 0.01% -2,017 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,495 shares; 2026Q2: 1,495 shares 1,495 $301K 0.01% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,492 shares 1,492 $301K 0.01% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,273 shares; 2025Q3: 5,310 shares; 2025Q4: 1,296 shares; 2026Q1: not reported; 2026Q2: 1,624 shares 1,624 $300K 0.01% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,737 shares; 2025Q4: not reported; 2026Q1: 8,574 shares; 2026Q2: 9,194 shares 9,194 $299K 0.01% +620 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER 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: 7,856 shares 7,856 $299K 0.01% new Timeline IBHJ 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: 11,273 shares 11,273 $298K 0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,598 shares; 2024Q4: 5,251 shares; 2025Q1: 5,771 shares; 2025Q2: 6,252 shares; 2025Q3: 8,845 shares; 2025Q4: 6,647 shares; 2026Q1: 2,683 shares; 2026Q2: 2,248 shares 2,248 $298K 0.01% -435 Timeline LQDB 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: 3,808 shares; 2026Q1: 3,444 shares; 2026Q2: 3,444 shares 3,444 $298K 0.01% 0 Timeline IBHI 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: 12,730 shares 12,730 $298K 0.01% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,937 shares; 2026Q2: 5,504 shares 5,504 $297K 0.01% +1,567 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,469 shares; 2025Q2: not reported; 2025Q3: 10,980 shares; 2025Q4: not reported; 2026Q1: 47,796 shares; 2026Q2: 16,043 shares 16,043 $296K 0.01% -31,753 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,495 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,768 shares; 2025Q4: 1,286 shares; 2026Q1: 880 shares; 2026Q2: 1,156 shares 1,156 $296K 0.01% +276 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068 shares; 2024Q4: 1,052 shares; 2025Q1: 1,069 shares; 2025Q2: 1,194 shares; 2025Q3: 1,215 shares; 2025Q4: 1,156 shares; 2026Q1: 995 shares; 2026Q2: 862 shares 862 $294K 0.01% -133 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,225 shares; 2025Q4: 27,233 shares; 2026Q1: 27,241 shares; 2026Q2: 27,249 shares 27,249 $294K 0.01% +8 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,300 shares 4,300 $293K 0.01% new Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,709 shares; 2024Q4: 10,392 shares; 2025Q1: 13,590 shares; 2025Q2: 8,887 shares; 2025Q3: 6,177 shares; 2025Q4: 6,361 shares; 2026Q1: 6,395 shares; 2026Q2: 5,858 shares 5,858 $292K 0.01% -537 Timeline VPL 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: 13,478 shares; 2024Q4: 13,648 shares; 2025Q1: 7,665 shares; 2025Q2: 6,249 shares; 2025Q3: 8,080 shares; 2025Q4: 6,718 shares; 2026Q1: 2,591 shares; 2026Q2: 2,507 shares 2,507 $290K 0.01% -84 Timeline RZG 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: 4,538 shares; 2024Q4: 4,538 shares; 2025Q1: 4,344 shares; 2025Q2: 4,091 shares; 2025Q3: 4,436 shares; 2025Q4: 4,436 shares; 2026Q1: 4,068 shares; 2026Q2: 3,946 shares 3,946 $287K 0.01% -122 Timeline XJH 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: 8,972 shares; 2026Q2: 5,498 shares 5,498 $287K 0.01% -3,474 Timeline IBDZ 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: 7,951 shares; 2026Q2: 10,982 shares 10,982 $286K 0.01% +3,031 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,100 shares; 2026Q1: 2,224 shares; 2026Q2: 5,093 shares 5,093 $286K 0.01% +2,869 Timeline STXE 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: 12,378 shares; 2024Q4: 9,411 shares; 2025Q1: 14,104 shares; 2025Q2: 12,054 shares; 2025Q3: 11,550 shares; 2025Q4: 11,191 shares; 2026Q1: 11,461 shares; 2026Q2: 5,404 shares 5,404 $284K 0.01% -6,057 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,261 shares; 2024Q4: 1,256 shares; 2025Q1: 2,438 shares; 2025Q2: 4,305 shares; 2025Q3: 4,492 shares; 2025Q4: 4,733 shares; 2026Q1: 4,611 shares; 2026Q2: 1,294 shares 1,294 $284K 0.01% -3,317 Timeline IYT 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: 2,781 shares; 2026Q2: 3,264 shares 3,264 $283K 0.01% +483 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,436 shares; 2024Q4: 3,436 shares; 2025Q1: 3,436 shares; 2025Q2: 3,436 shares; 2025Q3: 3,436 shares; 2025Q4: 3,436 shares; 2026Q1: 3,436 shares; 2026Q2: 3,436 shares 3,436 $283K 0.01% 0 Timeline IBCA 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: 11,025 shares 11,025 $282K 0.01% new Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM 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: 20,981 shares; 2025Q3: 20,010 shares; 2025Q4: 5,353 shares; 2026Q1: 2,767 shares; 2026Q2: 12,768 shares 12,768 $282K 0.01% +10,001 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,210 shares; 2024Q4: 40,533 shares; 2025Q1: 22,984 shares; 2025Q2: 17,580 shares; 2025Q3: 14,205 shares; 2025Q4: 13,167 shares; 2026Q1: 4,781 shares; 2026Q2: 4,553 shares 4,553 $281K 0.01% -228 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 7,150 shares; 2026Q2: 8,530 shares 8,530 $281K 0.01% +1,380 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,940 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,981 shares 1,981 $281K 0.01% new Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,670 shares; 2026Q2: 8,785 shares 8,785 $281K 0.01% +115 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,474 shares; 2025Q3: 7,392 shares; 2025Q4: 6,703 shares; 2026Q1: 2,745 shares; 2026Q2: 2,402 shares 2,402 $281K 0.01% -343 Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 2,326 shares; 2026Q2: 2,312 shares 2,312 $278K 0.01% -14 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,633 shares; 2025Q3: 8,629 shares; 2025Q4: 29,820 shares; 2026Q1: 9,215 shares; 2026Q2: 9,775 shares 9,775 $277K 0.01% +560 Timeline KEY KEYCORP More: the full row for KEYCORP 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: 10,376 shares; 2025Q4: 11,037 shares; 2026Q1: 11,703 shares; 2026Q2: 11,972 shares 11,972 $276K 0.01% +269 Timeline IYZ 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: 6,512 shares 6,512 $276K 0.01% new Timeline PNTG PENNANT GROUP INC More: the full row for PENNANT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,065 shares; 2025Q3: 10,169 shares; 2025Q4: 10,239 shares; 2026Q1: not reported; 2026Q2: 7,449 shares 7,449 $275K 0.01% new Timeline VSGX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,314 shares; 2026Q2: 3,314 shares 3,314 $273K 0.01% 0 Timeline BKMI 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: 10,310 shares; 2026Q2: 10,310 shares 10,310 $273K 0.01% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: not reported; 2026Q2: 4,044 shares 4,044 $273K 0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,940 shares; 2025Q3: 10,662 shares; 2025Q4: 13,944 shares; 2026Q1: 2,133 shares; 2026Q2: 2,373 shares 2,373 $271K 0.01% +240 Timeline SHYD 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: 22,320 shares; 2024Q4: 22,320 shares; 2025Q1: 34,904 shares; 2025Q2: 18,670 shares; 2025Q3: 11,770 shares; 2025Q4: 11,770 shares; 2026Q1: 11,770 shares; 2026Q2: 11,770 shares 11,770 $270K 0.01% 0 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP 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: 7,812 shares; 2026Q2: 3,394 shares 3,394 $268K 0.01% -4,418 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 5,362 shares 5,362 $268K 0.01% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,051 shares; 2024Q4: 3,098 shares; 2025Q1: 3,951 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,429 shares; 2026Q2: 3,429 shares 3,429 $267K 0.01% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 2,243 shares; 2026Q1: 2,352 shares; 2026Q2: 1,712 shares 1,712 $267K 0.01% -640 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,952 shares; 2024Q4: 10,251 shares; 2025Q1: 9,454 shares; 2025Q2: 9,717 shares; 2025Q3: 9,535 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,272 shares 3,272 $266K 0.01% new Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,490 shares; 2024Q4: 8,452 shares; 2025Q1: 6,490 shares; 2025Q2: 6,490 shares; 2025Q3: 6,490 shares; 2025Q4: 6,490 shares; 2026Q1: 6,490 shares; 2026Q2: 6,490 shares 6,490 $266K 0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,269 shares; 2025Q2: 4,997 shares; 2025Q3: 4,738 shares; 2025Q4: 4,193 shares; 2026Q1: 16,567 shares; 2026Q2: 4,195 shares 4,195 $264K 0.01% -12,372 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,347 shares; 2024Q4: 4,208 shares; 2025Q1: 701 shares; 2025Q2: 640 shares; 2025Q3: not reported; 2025Q4: 601 shares; 2026Q1: 738 shares; 2026Q2: 681 shares 681 $264K 0.01% -57 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 10,201 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares; 2026Q2: 10,200 shares 10,200 $263K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,115 shares; 2026Q1: 1,968 shares; 2026Q2: 1,820 shares 1,820 $263K 0.01% -148 Timeline EBND 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,418 shares 12,418 $260K 0.01% new Timeline HERD 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: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: 6,700 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 6,100 shares; 2026Q2: 5,500 shares 5,500 $259K 0.01% -600 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,389 shares; 2024Q4: 9,399 shares; 2025Q1: 9,758 shares; 2025Q2: 9,806 shares; 2025Q3: 9,857 shares; 2025Q4: 9,612 shares; 2026Q1: 7,541 shares; 2026Q2: 7,494 shares 7,494 $259K 0.01% -47 Timeline ING ING GROEP N.V. More: the full row for ING GROEP 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: 8,412 shares; 2025Q4: 8,412 shares; 2026Q1: 8,093 shares; 2026Q2: 8,241 shares 8,241 $259K 0.01% +148 Timeline LVHD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,858 shares 5,858 $258K 0.01% new Timeline REZ 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: 2,715 shares 2,715 $257K 0.01% new Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 2,643 shares; 2025Q3: 2,661 shares; 2025Q4: 2,675 shares; 2026Q1: 2,702 shares; 2026Q2: 2,721 shares 2,721 $257K 0.01% +19 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,884 shares 1,884 $257K 0.01% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,047 shares; 2025Q2: 4,387 shares; 2025Q3: 4,187 shares; 2025Q4: 5,514 shares; 2026Q1: 6,003 shares; 2026Q2: 6,020 shares 6,020 $256K 0.01% +17 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,833 shares; 2024Q4: 6,780 shares; 2025Q1: 6,614 shares; 2025Q2: 5,529 shares; 2025Q3: 5,113 shares; 2025Q4: 5,141 shares; 2026Q1: 5,197 shares; 2026Q2: 5,471 shares 5,471 $256K 0.01% +274 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,567 shares; 2025Q3: not reported; 2025Q4: 7,140 shares; 2026Q1: 7,140 shares; 2026Q2: 8,172 shares 8,172 $255K 0.01% +1,032 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,211 shares; 2024Q4: 2,211 shares; 2025Q1: 962 shares; 2025Q2: not reported; 2025Q3: 664 shares; 2025Q4: 655 shares; 2026Q1: 650 shares; 2026Q2: 646 shares 646 $254K 0.01% -4 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,264 shares; 2025Q3: not reported; 2025Q4: 6,264 shares; 2026Q1: 6,264 shares; 2026Q2: 6,264 shares 6,264 $254K 0.01% 0 Timeline INMU 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: 38,375 shares; 2024Q4: 38,375 shares; 2025Q1: 25,275 shares; 2025Q2: 22,925 shares; 2025Q3: 11,330 shares; 2025Q4: 10,430 shares; 2026Q1: 10,430 shares; 2026Q2: 10,430 shares 10,430 $253K 0.01% 0 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,610 shares 7,610 $253K 0.01% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,697 shares 2,697 $252K 0.01% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,436 shares 4,436 $251K 0.01% new Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,877 shares; 2025Q2: 10,278 shares; 2025Q3: 9,534 shares; 2025Q4: 9,534 shares; 2026Q1: 9,534 shares; 2026Q2: 9,916 shares 9,916 $251K 0.01% +382 Timeline PEMX 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: 3,883 shares; 2024Q4: not reported; 2025Q1: 6,338 shares; 2025Q2: 7,803 shares; 2025Q3: 6,027 shares; 2025Q4: 6,934 shares; 2026Q1: not reported; 2026Q2: 2,715 shares 2,715 $249K 0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,444 shares; 2024Q4: not reported; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 1,444 shares; 2026Q1: 1,444 shares; 2026Q2: 1,444 shares 1,444 $249K 0.01% 0 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,031 shares; 2026Q2: 4,705 shares 4,705 $249K 0.01% -326 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,310 shares; 2024Q4: 8,442 shares; 2025Q1: 9,788 shares; 2025Q2: 12,361 shares; 2025Q3: 8,767 shares; 2025Q4: 6,713 shares; 2026Q1: 6,228 shares; 2026Q2: 4,288 shares 4,288 $248K 0.01% -1,940 Timeline UDEC 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: 6,685 shares; 2025Q2: 7,613 shares; 2025Q3: 6,092 shares; 2025Q4: 6,092 shares; 2026Q1: 5,947 shares; 2026Q2: 5,947 shares 5,947 $248K 0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: 2,127 shares; 2026Q1: not reported; 2026Q2: 1,814 shares 1,814 $247K 0.01% new Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,420 shares; 2025Q3: 12,347 shares; 2025Q4: 12,775 shares; 2026Q1: 13,083 shares; 2026Q2: 12,928 shares 12,928 $247K 0.01% -155 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,347 shares; 2026Q2: 2,474 shares 2,474 $246K 0.01% +127 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,351 shares 5,351 $246K 0.01% new Timeline MYMG 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: 9,926 shares 9,926 $245K 0.01% new Timeline XHB 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: 1,684 shares; 2024Q4: 27,301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,604 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,115 shares 2,115 $244K 0.01% new Timeline JMUB 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: 4,802 shares 4,802 $243K 0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,798 shares; 2025Q2: 10,816 shares; 2025Q3: 10,832 shares; 2025Q4: 10,953 shares; 2026Q1: 10,891 shares; 2026Q2: 10,908 shares 10,908 $243K 0.01% +17 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,271 shares; 2024Q4: 6,271 shares; 2025Q1: 5,991 shares; 2025Q2: 6,403 shares; 2025Q3: 5,862 shares; 2025Q4: 5,876 shares; 2026Q1: 6,024 shares; 2026Q2: 6,081 shares 6,081 $242K 0.01% +57 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,584 shares; 2024Q4: 11,231 shares; 2025Q1: 9,633 shares; 2025Q2: 6,882 shares; 2025Q3: 6,882 shares; 2025Q4: 6,882 shares; 2026Q1: 6,406 shares; 2026Q2: 6,627 shares 6,627 $242K 0.01% +221 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,533 shares; 2024Q4: 12,524 shares; 2025Q1: 32,536 shares; 2025Q2: 8,549 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,084 shares; 2026Q2: 4,839 shares 4,839 $241K 0.01% -245 Timeline EXC EXELON CORP More: the full row for EXELON 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: 5,175 shares; 2026Q1: 5,160 shares; 2026Q2: 5,161 shares 5,161 $241K 0.01% +1 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,021 shares; 2024Q4: 163,078 shares; 2025Q1: 17,064 shares; 2025Q2: 6,740 shares; 2025Q3: 16,483 shares; 2025Q4: 17,154 shares; 2026Q1: 16,534 shares; 2026Q2: 2,783 shares 2,783 $241K 0.01% -13,751 Timeline EMXF 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: 6,718 shares; 2026Q2: 4,128 shares 4,128 $239K 0.01% -2,590 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,474 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,174 shares 3,174 $238K 0.01% new Timeline EWG 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: 8,988 shares; 2025Q2: 12,446 shares; 2025Q3: 7,721 shares; 2025Q4: 5,421 shares; 2026Q1: 5,747 shares; 2026Q2: 5,755 shares 5,755 $238K 0.01% +8 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,910 shares; 2024Q4: 6,910 shares; 2025Q1: 7,001 shares; 2025Q2: 7,000 shares; 2025Q3: 3,425 shares; 2025Q4: 3,503 shares; 2026Q1: 3,171 shares; 2026Q2: 3,088 shares 3,088 $237K 0.01% -83 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,689 shares; 2024Q4: 6,145 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,904 shares; 2025Q4: 5,904 shares; 2026Q1: 5,704 shares; 2026Q2: 5,704 shares 5,704 $237K 0.01% 0 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,709 shares 3,709 $237K 0.01% new Timeline FYT 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: 14,580 shares; 2024Q4: 15,213 shares; 2025Q1: 13,378 shares; 2025Q2: 13,396 shares; 2025Q3: 14,446 shares; 2025Q4: 14,362 shares; 2026Q1: not reported; 2026Q2: 3,388 shares 3,388 $237K 0.01% new Timeline AVSC 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: not reported; 2026Q2: 3,221 shares 3,221 $236K 0.01% new Timeline XBI 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: 10,301 shares; 2024Q4: 10,393 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,993 shares; 2025Q4: 12,598 shares; 2026Q1: not reported; 2026Q2: 1,492 shares 1,492 $236K 0.01% new Timeline SPMB 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: 16,623 shares; 2025Q2: 21,179 shares; 2025Q3: 27,588 shares; 2025Q4: 35,672 shares; 2026Q1: 46,580 shares; 2026Q2: 10,572 shares 10,572 $236K 0.01% -36,008 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,138 shares; 2024Q4: 7,250 shares; 2025Q1: 2,476 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,866 shares 1,866 $236K 0.01% new Timeline MGV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,441 shares 1,441 $236K 0.01% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,401 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,060 shares; 2025Q3: 22,417 shares; 2025Q4: 10,392 shares; 2026Q1: not reported; 2026Q2: 2,914 shares 2,914 $236K 0.01% new Timeline PAUG 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: 7,506 shares; 2024Q4: 7,506 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,162 shares; 2025Q4: 5,162 shares; 2026Q1: 5,162 shares; 2026Q2: 5,156 shares 5,156 $235K 0.01% -6 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,419 shares; 2024Q4: 3,404 shares; 2025Q1: 3,455 shares; 2025Q2: 3,892 shares; 2025Q3: 3,462 shares; 2025Q4: 3,868 shares; 2026Q1: 3,945 shares; 2026Q2: 3,864 shares 3,864 $234K 0.01% -81 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 467 shares; 2025Q3: 1,088 shares; 2025Q4: 461 shares; 2026Q1: 315 shares; 2026Q2: 308 shares 308 $233K 0.01% -7 Timeline SITM SITIME CORP More: the full row for SITIME 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: 313 shares 313 $233K 0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 660 shares; 2024Q4: 311 shares; 2025Q1: 599 shares; 2025Q2: 327 shares; 2025Q3: 315 shares; 2025Q4: 308 shares; 2026Q1: 207 shares; 2026Q2: 223 shares 223 $233K 0.01% +16 Timeline